{"generatedAt":"2026-06-08T16:29:25.051Z","network":"hoodi","branch":null,"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":0,"used5hUsd":0,"used7d":608361174,"used7dUsd":323.55,"pct5h":0,"pct7d":25.3,"estPct5h":0,"estPct7d":25.3,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":0,"used7d":608361174,"cap5h":88000000,"cap7d":1000000000,"pct5h":0,"pct7d":60.8,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":60.8,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":56.4,"estSonnetPct7d":56.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":4486923,"tot":4486923},"sonnet":{"w5":0,"w7":507378853,"tot":507378853},"haiku":{"w5":0,"w7":96495398,"tot":96495398}},"fleet":{"agentsUp":1,"lifetimeTokens":608361174,"lifetimeUsd":323.55,"sessions":2546,"deals":0,"openIntents":0,"totalIntents":0},"oracle":{"USDC":1,"ETH":1702.72,"BTC":64003.25,"SSV":2.14,"AAPL":314.55,"NVDA":209.11,"MSFT":410.5},"oracleAt":"2026-06-08T16:25:07.226Z","usageAnchor":"2026-06-02T19:47:00.252Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":1,"msgs":74,"total":5470101,"totalUsd":2.66,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5470101,"w7Usd":2.66,"w7PctPool":0.2,"w5Son":0,"w7Son":5470101,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-03T19:47:05.843Z","tokens":5470101,"usd":2.66,"msgs":74}},"onchain":{"deals":0,"openIntents":0,"balanceUsd":590.09,"realizedPnl":0,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780935951722,"containerAgeMin":4,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":13,"total":676647,"totalUsd":0.17,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":676647,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-03T11:17:19.659Z","tokens":676647,"usd":0.17,"msgs":13}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}}],"unattributed":{"sessions":2400,"tokens":601568542,"usd":318.86,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.41]},"boardOverhead":{"sessions":144,"tokens":645884,"usd":1.86,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":608361174,"grandUsd":323.55,"grandSessions":2546,"attributedTokens":6146748,"unattributedTokens":601568542,"boardTokens":645884,"reassembledTokens":608361174,"tokensBalance":true,"attributionPct":1,"multiMatchSessions":0,"sessionsScanned":2402,"attributedBy":"wallet-address frequency (3/12 agents addressed)","dedup":{"rawMsgs":30216,"dedupedMsgs":14989,"rawTokens":1263625116,"dedupedTokens":608361174,"dupRatio":2.077}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T16:29:58.514Z","swarm":{"error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-08T16:30:22.988Z","staleSince":null}} {"generatedAt":"2026-06-08T16:41:42.417Z","network":"hoodi","branch":null,"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":0,"used5hUsd":0,"used7d":608361174,"used7dUsd":323.55,"pct5h":0,"pct7d":25.3,"estPct5h":0,"estPct7d":25.3,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":0,"used7d":608361174,"cap5h":88000000,"cap7d":1000000000,"pct5h":0,"pct7d":60.8,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":60.8,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":56.4,"estSonnetPct7d":56.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":4486923,"tot":4486923},"sonnet":{"w5":0,"w7":507378853,"tot":507378853},"haiku":{"w5":0,"w7":96495398,"tot":96495398}},"fleet":{"agentsUp":1,"lifetimeTokens":608361174,"lifetimeUsd":323.55,"sessions":2588,"deals":0,"openIntents":12,"totalIntents":12},"oracle":{"USDC":1,"ETH":1690.47,"BTC":63651.86,"SSV":2.14,"AAPL":313.19,"NVDA":208.52,"MSFT":409.94},"oracleAt":"2026-06-08T16:35:07.288Z","usageAnchor":"2026-06-02T19:47:00.252Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":1,"msgs":74,"total":5470101,"totalUsd":2.66,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5470101,"w7Usd":2.66,"w7PctPool":0.2,"w5Son":0,"w7Son":5470101,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-03T19:47:05.843Z","tokens":5470101,"usd":2.66,"msgs":74}},"onchain":{"deals":0,"openIntents":12,"balanceUsd":588.22,"realizedPnl":0,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780935951722,"containerAgeMin":16,"wakes":1,"firstWakeMs":1780920000000,"lastWakeMs":1780920000000,"ageMin":282,"lastWhy":"Market maker bootstrap β€” must seed both sides before any taker flow can fill. No existing quotes to check or fill.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780939658902,"watching":"new fillable intent OR my quote resolves (50min fallback)","armed":true,"nextFallbackMin":46}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":13,"total":676647,"totalUsd":0.17,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":676647,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-03T11:17:19.659Z","tokens":676647,"usd":0.17,"msgs":13}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}}],"unattributed":{"sessions":2400,"tokens":601568542,"usd":318.86,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.41]},"boardOverhead":{"sessions":186,"tokens":645884,"usd":1.86,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":608361174,"grandUsd":323.55,"grandSessions":2588,"attributedTokens":6146748,"unattributedTokens":601568542,"boardTokens":645884,"reassembledTokens":608361174,"tokensBalance":true,"attributionPct":1,"multiMatchSessions":0,"sessionsScanned":2402,"attributedBy":"wallet-address frequency (3/12 agents addressed)","dedup":{"rawMsgs":30258,"dedupedMsgs":15031,"rawTokens":1263625116,"dedupedTokens":608361174,"dupRatio":2.077}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T16:42:13.887Z","swarm":{"error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-08T16:42:38.499Z"}} {"generatedAt":"2026-06-08T17:12:39.883Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":48377819,"used5hUsd":41.76,"used7d":48377819,"used7dUsd":41.76,"pct5h":19.4,"pct7d":2,"estPct5h":19.4,"estPct7d":2,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":48377819,"used7d":48377819,"cap5h":88000000,"cap7d":1000000000,"pct5h":55,"pct7d":4.8,"isReal":false,"source":"estimate","estPct5h":55,"estPct7d":4.8,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":55.7,"sonnetPct7d":4.9,"estSonnetPct7d":4.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":44548475,"w7":44548475,"tot":44548475},"haiku":{"w5":3809533,"w7":3809533,"tot":3809533}},"fleet":{"agentsUp":1,"lifetimeTokens":48377819,"lifetimeUsd":41.76,"sessions":283,"deals":0,"openIntents":12,"totalIntents":12},"oracle":{"USDC":1,"ETH":1681.27,"BTC":63451.35,"SSV":2.13,"AAPL":313.31,"NVDA":208.08,"MSFT":408.93},"oracleAt":"2026-06-08T17:05:07.435Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No baseline exists (prior summary: 'Verdict call failed'). arb-hunter-tom has never run: 0 wakes, $0 lifetime burn, wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null. The watcher process never initialized β€” most likely cause is a missing or undeployed current.ts wake script. Cannot evaluate trading logic, reasoning, or counterparty f","badge":"NEVER LAUNCHED","confidence":"high","bottomLine":"arb-hunter-tom has 0 wakes, $0 lifetime token spend, and wake_script_source=null β€” the watcher process never started, almost certainly because no current.ts exists. This is a deployment gap, not a trading failure. Nothing can be evaluated until the agent initializes.","rootCause":{"class":"structural","evidence":"wake_script_source=null; waker.armed=false; pidAlive=false; nextFallbackMin=null; wakes=0; tokens_lifetime_usd=0. All four indicators point to pre-boot failure β€” the process never reached the arm step."},"reasoningRead":"Unmeasurable β€” zero wakes means the LLM reasoning loop never fired. No reasoning to evaluate.","wakeTriggers":["MISSING: wake_script_source=null β€” no script loaded, so no triggers registered","MISSING: fallback heartbeat (nextFallbackMin=null) β€” not even a timer arm attempted"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP posts bilateral swap intents and binary-adjacent inventory; arb-hunter is a pure taker that would snipe stale resting swaps or near-decid","available":"alive (armed=true, pidAlive=true, fallba"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options arb-hunter could take if near-decided; but option-writer is crashed (armed=false, pidAlive=false)","available":"crashed"},{"agent":"bear-yosher","fit":"maybe","why":"Posts perpetual/swap intents arb-hunter might snipe if stale; crashed","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never booted, so no opportunity scanning occurred. lp-maker-matheus has 12 open bilateral swap intents (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC, expiring in 24-28 min) that arb-hunter's snipe-stale-swaps fallback is designed for β€” all missed.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was not deployed; impossible to evaluate design","No fallback timer registered (nextFallbackMin=null) β€” even a bare-minimum heartbeat was never armed"],"suggestedChange":"Deploy current.ts: verify file exists on disk and the watcher process can find it. Once present, confirm the script polls CEX/oracle divergence (the latency-arb signal) and has a fallback of ≀10 min given this agent's fast-reaction mission."},"issues":[{"scope":"agent","title":"Missing or undeployed wake script (current.ts)","detail":"wake_script_source=null is the proximate cause of the watcher never arming. Without a script, the process has nothing to execute and exits (or was never started). This is distinct from the fleet-wide crash pattern β€” other agents burned tokens before dying; this one never started.","fix":"Check if current.ts exists in arb-hunter-tom's agent directory. If absent, deploy it. If present, check the watcher launch command and working-directory config β€” it may not be finding the file."},{"scope":"agent","title":"No fallback heartbeat registered","detail":"nextFallbackMin=null means not even a timer was set. A correctly-initialized watcher always arms at least a fallback, even before any market trigger. Its absence confirms the process never reached the arm step.","fix":"Once current.ts is deployed and the watcher boots, confirm it emits a fallback ≀10 min (appropriate for a latency-arb agent that needs to react quickly to CEX/oracle divergence windows)."}],"assessment":"arb-hunter-tom has 0 wakes, $0 lifetime token spend, and wake_script_source=null β€” the watcher process never started, almost certainly because no current.ts exists. This is a deployment gap, not a trading failure. Nothing can be evaluated until the agent initializes."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First real data β€” no prior baseline. bear-yosher ran exactly once (single wake, $0.78 all in one pass), then crashed without arming its watcher (wake_script_source=null, armed=false, pidAlive=false). The $0.78 single-run cost indicates a full LLM reasoning cycle completed, but nothing persisted afterward β€” no watcher registered, wakes counter reads 0 (likely","badge":"CRASHED NO WATCHER","confidence":"medium","bottomLine":"Ran once, spent $0.78 in one reasoning pass, then died without registering a watcher. No Perpetuals positions visible to the board (indexer gap), no deals, no recurring loop. Will never wake again without manual restart.","rootCause":{"class":"structural","evidence":"wake_script_source=null confirms no watcher was ever armed post-run; armed=false, pidAlive=false confirms crash; $0.78=tokens_lifetime_usd=last_wake_usd β€” one session, one bill, no output registered"},"reasoningRead":"Cannot judge reasoning quality β€” recent_wakes=[] means no wake transcript exists. The $0.78 single-pass cost is consistent with a full strategy analysis (current prices, position sizing, Perpetuals submission logic), but with zero verifiable output it's possible the run was reasoning that never materialized into an action before the crash. Sound reasoning solving the wrong problem cannot be ruled ","wakeTriggers":["MISSING: no wake script (wake_script_source=null) β€” watcher was never registered after first run","MISSING: no fallback timer β€” nextFallbackMin=null means no scheduled recovery"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Mission recycles realized Perpetuals profits into stock basket (sAAPL/sNVDA/sMSFT) via swaps β€” lp-maker-matheus quotes those pairs. But prof","available":"armed=true, alive β€” but irrelevant until"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” Perpetuals intents are not indexed (settled_deals='not-indexed', open_intents=null). Cannot determine if any short opportunities were open during or after the run.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null) β€” the agent never established a recurring watcher loop","No fallback timer registered β€” once crashed, permanently silent with no self-recovery path","Perpetuals position monitoring requires a watcher that polls open short state and price vs entry; none was ever set up"],"suggestedChange":"Implement a fault-tolerant watcher registration that fires before any expensive LLM reasoning β€” register the fallback heartbeat as the very first action of the first wake, so a mid-run crash still leaves a recovery timer."},"issues":[{"scope":"agent","title":"Watcher never armed after first run","detail":"wake_script_source=null β€” the agent completed (or failed mid) its first reasoning pass at $0.78 but never wrote or registered a watcher. Armed=false, pidAlive=false. It will never self-recover.","fix":"Restart bear-yosher manually; fix the agent so watcher registration (with a fallback heartbeat β‰₯30 min) is the first write-side action of every wake, not the last."},{"scope":"core","title":"Perpetuals intents not indexed β€” board blind to open positions","detail":"settled_deals='not-indexed', open_intents=null. Whether bear-yosher posted any ETH/BTC short positions before crashing is unverifiable. These could be sitting open/expired on-chain right now.","fix":"Add Perpetuals intent indexing to the board data pipeline so open shorts are visible per agent. Until then, a manual on-chain check of bear-yosher's address is needed to confirm no orphaned positions."},{"scope":"agent","title":"$0.78 single-wake spend with no committed output","detail":"All $0.78 lifetime spend is attributed to one wake (last_wake_usd=tokens_lifetime_usd=$0.78), yet wakes=0 and no intents or deals are visible. The reasoning cycle cost was high relative to outcome.","fix":"Audit the agent's first-run prompt structure β€” if it's doing a full multi-step analysis before acting, consider checkpointing state so a crash mid-run doesn't lose the work and the token cost."}],"assessment":"Ran once, spent $0.78 in one reasoning pass, then died without registering a watcher. No Perpetuals positions visible to the board (indexer gap), no deals, no recurring loop. Will never wake again without manual restart."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":3,"msgs":58,"total":3301060,"totalUsd":2.08,"w5":3301060,"w5Usd":2.08,"w5PctPool":1.3,"w7":3301060,"w7Usd":2.08,"w7PctPool":0.1,"w5Son":3301060,"w7Son":3301060,"hourly":[1.02,0,0,0.67,0.39,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T16:37:57.000Z","tokens":1637086,"usd":1.02,"msgs":30}},"onchain":{"deals":0,"openIntents":12,"balanceUsd":758.04,"realizedPnl":0,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780935951722,"containerAgeMin":47,"wakes":1,"firstWakeMs":1780920000000,"lastWakeMs":1780920000000,"ageMin":313,"lastWhy":"Market maker bootstrap β€” must seed both sides before any taker flow can fill. No existing quotes to check or fill.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780939658902,"watching":"new fillable intent OR my quote resolves (50min fallback)","armed":true,"nextFallbackMin":15}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First real analysis β€” no prior baseline. mimic-ljuba never initialized: 0 wakes, $0 lifetime burn, null wake_script_source. No watcher was ever deployed. Even if fixed, its mission requires BinaryBet supply from other agents (arb-hunter-tom, vulture-andrew, polymarket-ljuba, option-writer-matheus) β€” all crashed, supplying zero flow to mirror.","badge":"NEVER STARTED","confidence":"high","bottomLine":"mimic-ljuba has never run a single LLM call (0 wakes, $0 lifetime tokens, null wake_script_source). It is not crashed mid-mission β€” it was never deployed. Even if a watcher were written today, there are 0 BinaryBet-posting agents alive to supply the flow it copies: its entire mission is structurally blocked by fleet-wide outage.","rootCause":{"class":"structural","evidence":"Two stacked blockers: (1) wake_script_source=null β€” no watcher script exists, agent cannot self-start; (2) all BinaryBet-supplying counterparties (arb-hunter-tom, vulture-andrew, polymarket-ljuba, option-writer-matheus) are armed=false, pidAlive=false β€” 0 BinaryBet intents in the book for mimic to m"},"reasoningRead":"No reasoning has occurred β€” 0 wakes means no LLM calls have ever fired. Cannot assess reasoning quality. The mission is coherent on paper (copy-trade binary flow re-priced to oracle), but it is entirely reactive: it cannot generate its own deal flow and will idle to zero in any fleet state without active binary posters.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” agent cannot arm or fire at all","MISSING: even with a script, needs a trigger on new BinaryBet intents posted by other agents β€” no such agents are live"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Posts binary intents mimic could mirror or take; closest mission overlap","available":"crashed (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 strategy includes a binary engine that could supply BinaryBet flow","available":"crashed (armed=false, pidAlive=false)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could cross with mimic on the same instruments","available":"crashed (armed=false, pidAlive=false)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries and posts baited intents β€” potential overlap","available":"crashed (armed=false, pidAlive=false)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap LP only; no BinaryBet mission; the sole live agent but wrong instrument class","available":"alive (armed=true, pidAlive=true)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (null wake_script_source, 0 wakes) β€” and lp-maker-matheus's 12 open intents are all swaps, not BinaryBets, so there is nothing on-type to take regardless","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all; agent cannot arm","No fallback timer (nextFallbackMin=null) β€” even a dead-reckoning heartbeat is absent","Cannot evaluate cadence or trigger logic with no script to read"],"suggestedChange":"Write and deploy a watcher: poll for new open BinaryBet intents on-chain (not the full book β€” filtered to BinaryBet template), arm on any hit, fallback ~60 min. Zero-LLM check. This unblocks initialization; fleet recovery of binary-posting "},"issues":[{"scope":"agent","title":"No wake script deployed β€” agent never initialized","detail":"wake_script_source=null, 0 wakes, $0 lifetime burn. The agent process was either never started or exited before writing its watcher. This is not a crash recovery β€” there is nothing to recover.","fix":"Deploy a watcher script that polls for open BinaryBet intents and arms on any available one; add a ~60-min fallback. Restart the agent process."},{"scope":"agent","title":"Zero BinaryBet supply β€” mission is vacuous without binary-posting peers","detail":"mimic-ljuba's entire value proposition is reactive to other agents' BinaryBet flow. With polymarket-ljuba, option-writer-matheus, arb-hunter-tom, and vulture-andrew all crashed, there is 0 BinaryBet activity to mirror or take. Even a correctly initialized mimic-ljuba would idle.","fix":"Restore at least one binary-posting agent (polymarket-ljuba is the closest fit) before mimic-ljuba can produce any deals. Fleet recovery is the prerequisite, not mimic-ljuba's own script."}],"assessment":"mimic-ljuba has never run a single LLM call (0 wakes, $0 lifetime tokens, null wake_script_source). It is not crashed mid-mission β€” it was never deployed. Even if a watcher were written today, there are 0 BinaryBet-posting agents alive to supply the flow it copies: its entire mission is structurally blocked by fleet-wide outage."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Never ran β€” zero wakes, zero burn, zero deals. No prior baseline exists. The single blocking fact is wake_script_source: null: there is no current.ts for this agent, so the watcher process has nothing to arm on and cannot start. Until a wake script is deployed, no amount of fleet recovery unblocks this agent.","badge":"NO WAKE SCRIPT","confidence":"high","bottomLine":"momentum-nikita has never executed (0 wakes, $0 lifetime burn, 0 deals). The root cause is not a market or mission problem β€” wake_script_source is null, meaning current.ts is missing entirely. The watcher cannot arm without it; armed=false, pidAlive=false, nextFallbackMin=null all follow directly from this.","rootCause":{"class":"structural","evidence":"wake_script_source: null; wakes: 0; tokens_lifetime_usd: 0; armed: false; pidAlive: false; nextFallbackMin: null β€” consistent with a process that was never initialized, not one that crashed after starting"},"reasoningRead":"Unmeasurable β€” no reasoning logs exist because the agent has never woken. Cannot distinguish sound from unsound reasoning that has never run.","wakeTriggers":["MISSING: current.ts (wake_script_source is null β€” no trigger defined at all)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"lp-maker-matheus has 12 open bilateral swap intents covering ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC β€” exactly the assets momentum-nikita","available":"live (armed=true, pidAlive=true, fallbac"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never ran, so no opportunity comparison is possible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["current.ts is entirely absent (wake_script_source: null) β€” there is no script to evaluate for mission fit, cadence, fallback, or correctness"],"suggestedChange":"Write and deploy current.ts: wake on a price-momentum signal (e.g. trailing 1h return crosses a threshold for any tracked asset), with a ~15-30 min fallback; zero LLM in the watcher body; arm immediately on deploy."},"issues":[{"scope":"agent","title":"current.ts missing β€” watcher cannot initialize","detail":"wake_script_source is null. The watcher has no script to load, so it cannot arm, set a fallback, or ever fire the agent. This is the single blocking issue; everything else (0 wakes, $0 burn, 0 deals) is a consequence.","fix":"Create current.ts for momentum-nikita with a momentum-signal wake condition and a ≀30 min fallback. Deploy it so the watcher process can arm. No other change produces any output from this agent."},{"scope":"core","title":"Fleet bootstrap did not provision wake script for momentum-nikita","detail":"11/12 agents are crashed or unstarted; at least momentum-nikita (and likely others with $0 lifetime burn) lack a wake script entirely. The deployment pipeline may not enforce that current.ts exists before marking an agent as provisioned.","fix":"Add a pre-flight check in the agent bootstrap/deploy pipeline that asserts current.ts is non-null before the agent slot is considered live. Surface missing scripts as a deployment error, not a silent null."}],"assessment":"momentum-nikita has never executed (0 wakes, $0 lifetime burn, 0 deals). The root cause is not a market or mission problem β€” wake_script_source is null, meaning current.ts is missing entirely. The watcher cannot arm without it; armed=false, pidAlive=false, nextFallbackMin=null all follow directly from this."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First real analysis cycle β€” prior summaries were all failures. Agent burned exactly $0.15 (one LLM wake call) lifetime, then crashed: armed=false, pidAlive=false, no fallback scheduled. Wake count shows 0 in metrics (indexing gap β€” spend proves at least one run). Wake script is null/unreadable. Its sole supply-side counterparty, option-writer-matheus, is als","badge":"CRASHED, BOOK EMPTY","confidence":"medium","bottomLine":"Spent $0.15 on one wake, found no options to evaluate (option-writer-matheus β€” its only realistic option writer β€” is crashed), and failed to re-arm the watcher. Crash cause is indeterminate from available data (wake_script_source=null, recent_wakes=[]), but counterparty starvation would have produced a no-op regardless.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus is crashed (armed=false, pidAlive=false); no other agent in the fleet has a confirmed options-writing mission. settled_deals_detail=[], open_intents=null β€” no options on book at time of wake."},"reasoningRead":"Cannot assess β€” wake_script_source is null and recent_wakes is empty. One token spend of $0.15 confirms at least one LLM call ran, but the reasoning content is unrecoverable this cycle. Unmeasurable until logs or script source are accessible.","wakeTriggers":["UNKNOWN: wake_script_source=null β€” trigger logic unreadable","MISSING: watcher never re-armed after first wake (nextFallbackMin=null) β€” agent has no recovery path"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary supply-side counterparty β€” writes ETH/BTC options this agent is designed to take","available":"CRASHED (armed=false, pidAlive=false)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also evaluates options/binaries and could theoretically cross, but is itself crashed and has a different primary mission","available":"CRASHED (armed=false, pidAlive=false)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null); additionally, option-writer-matheus (sole options supplier) was crashed β€” no options existed to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” script cannot be evaluated at all","watcher did not re-arm after first wake (nextFallbackMin=null) β€” no fallback, no recovery"],"suggestedChange":"Restore/read wake_script_source to unblock evaluation; ensure watcher re-arms with a fallback interval (e.g. 60 min) so a no-options-found wake doesn't leave the agent permanently idle"},"issues":[{"scope":"agent","title":"Watcher not re-armed after first wake","detail":"armed=false, pidAlive=false, nextFallbackMin=null β€” the agent ran once and has no scheduled recovery. A single wake that finds an empty book should reschedule, not exit permanently.","fix":"Ensure the wake script or post-wake harness always re-arms the watcher with a fallback interval regardless of whether options were found."},{"scope":"agent","title":"Wake script unreadable (null source)","detail":"wake_script_source=null prevents any assessment of trigger logic, cadence, or correctness. Cannot diagnose crash cause without it.","fix":"Confirm current.ts exists and is being read by the observer pipeline; re-deploy the wake script if missing."},{"scope":"core","title":"Metrics indexing gap: wakes=0 despite $0.15 spend","detail":"settled_deals shows 'not-indexed' and wakes=0 contradicts the token spend evidence. The metrics pipeline is not capturing wake events for this agent.","fix":"Fix wake-event indexing in the core metrics collector so spend and wake count stay consistent."},{"scope":"agent","title":"Zero options supply: option-writer-matheus crashed","detail":"option-taker-matheus has no viable mission while its sole counterparty is down. Reviving option-writer-matheus is a prerequisite for any deal formation here.","fix":"Prioritize restarting option-writer-matheus as part of the fleet-wide crash recovery β€” this agent's value is zero without it."}],"assessment":"Spent $0.15 on one wake, found no options to evaluate (option-writer-matheus β€” its only realistic option writer β€” is crashed), and failed to re-arm the watcher. Crash cause is indeterminate from available data (wake_script_source=null, recent_wakes=[]), but counterparty starvation would have produced a no-op regardless."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First analysis cycle β€” prior was 'Verdict call failed'. Agent spent exactly $0.15 (its entire lifetime burn = last_wake_usd) suggesting one partial wake, but wakes=0 in the metrics counter, indicating it crashed during or immediately after that wake before the counter registered. open_intents=null (not 0) so it is unknown whether any Option intents were post","badge":"CRASHED FIRST WAKE","confidence":"low","bottomLine":"One wake consumed $0.15 before the process died; wakes counter reads 0 (crash before registration). No Option intents are visible in the book (open_intents=null), so the focus question β€” did it post options before crashing? β€” cannot be answered from available data. With option-taker-matheus and polymarket-ljuba both crashed, the market for written options is structurally empty regardless.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wakes=0 yet tokens_lifetime_usd=$0.15 β€” died mid-first-wake. open_intents=null (indexer gap or no intents posted). Zero live counterparties capable of taking a written option."},"reasoningRead":"Cannot assess β€” no recent_wakes, no wake_script_source, no intent history. The $0.15/wakes=0 discrepancy is the single data point: the agent burned tokens (LLM call happened) but the wake was never committed to the metrics store, pointing to a crash during execution rather than a clean exit.","wakeTriggers":["UNKNOWN: wake_script_source=null β€” watcher script unavailable, triggers cannot be evaluated","MISSING: no fallback scheduled (nextFallbackMin=null) β€” process is fully dead with no self-recovery path"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission is explicitly to buy cheap/ITM ETH-BTC options written by other agents β€” direct counterparty for option-writer-matheus's 30% sleeve","available":"CRASHED (armed=false, pidAlive=false)"},{"agent":"polymarket-ljuba","fit":"yes","why":"Values Options against Polymarket implied distribution and buys mispriced ones β€” secondary buyer of written options","available":"CRASHED (armed=false, pidAlive=false)"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced instruments opportunistically β€” could take a clearly mis-struck option","available":"CRASHED (armed=false, pidAlive=false)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher crashed and blind to book; additionally no option-capable counterparty was alive to fill any intent even if posted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” script entirely unavailable, mission fit cannot be judged","No fallback timer set (nextFallbackMin=null) β€” agent has no self-restart path after crash"],"suggestedChange":"Recover the watcher script source and verify it contains a cadence-appropriate fallback (hourly is reasonable for an option-writer whose strikes are time-decaying) so the agent restarts after a crash without manual intervention."},"issues":[{"scope":"agent","title":"Crashed mid-first-wake with no restart path","detail":"wakes=0 but $0.15 burned lifetime β€” process died during execution before the wake counter committed. armed=false, pidAlive=false, nextFallbackMin=null: fully dead with no self-recovery.","fix":"Investigate crash log for option-writer-matheus's first wake; fix the root error (likely a missing env var, tool misconfiguration, or CLAUDE.md parse issue on first init) and re-arm with a fallback timer."},{"scope":"core","title":"open_intents=null vs $0.15 burn is unresolved β€” indexer may be missing posted intents","detail":"If the agent posted Option intents before dying, they should appear in open_intents. null (not 0) suggests the indexer either failed to scan the agent's address for Option-template intents, or they expired before the next indexer pass. This is an observability gap β€” the focus question cannot be answ","fix":"Verify the intent indexer covers the Option template in addition to swap/binary templates; add an explicit 0 vs null distinction in the metrics schema so 'no intents found' is distinguishable from 'indexer did not check'."},{"scope":"agent","title":"Zero live option counterparties β€” option market structurally frozen","detail":"option-taker-matheus and polymarket-ljuba are both crashed. Even if option-writer-matheus recovers and posts strikes, there are no takers. The option sub-market cannot clear until at least one buyer is live.","fix":"Prioritize reviving option-taker-matheus alongside option-writer-matheus β€” posting options into an empty book burns tokens with zero chance of settlement."}],"assessment":"One wake consumed $0.15 before the process died; wakes counter reads 0 (crash before registration). No Option intents are visible in the book (open_intents=null), so the focus question β€” did it post options before crashing? β€” cannot be answered from available data. With option-taker-matheus and polymarket-ljuba both crashed, the market for written options is structurally empty regardless."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First real analysis β€” prior summary was a failed call, no baseline. Agent has never run: 0 wakes, $0 lifetime burn, armed=false, pidAlive=false, and critically wake_script_source=null (watcher never registered a script). The mission depends on a live Polymarket API feed for pricing; if that external endpoint is unreachable in this environment the watcher can","badge":"NEVER STARTED","confidence":"medium","bottomLine":"polymarket-ljuba has never executed a single wake (0 wakes, $0 burn, 0 deals). wake_script_source is null β€” the watcher was never registered, not merely asleep. The most likely cause is an external Polymarket API dependency that is unreachable in this environment, preventing the process from even arming. Resolving this is a prerequisite to any analysis of mission fit.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null, last_wake_min_ago=null β€” no evidence the process ever started. Mission text explicitly requires Polymarket implied distribution as pricing input, which requires an outbound HTTP connection to an external API not guaranteed to be available in a sa"},"reasoningRead":"Cannot assess β€” 0 wakes means no reasoning trace exists. Mission design is sound in principle (external oracle arbitrage against on-chain mispricing), but the external API dependency is a single point of failure that blocks all reasoning before it can begin.","wakeTriggers":["MISSING: watcher script was never registered (source=null) β€” no trigger of any kind exists","MISSING: Polymarket API availability check β€” if the endpoint is unreachable, the watcher cannot compute a pricing signal to act on"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary target: polymarket-ljuba's mission is to take options written by this agent when Polymarket implies they are mispriced","available":"crashed (armed=false, pidAlive=false)"},{"agent":"mimic-ljuba","fit":"yes","why":"Secondary target: open BinaryBets from mimic-ljuba are in the target asset class","available":"crashed (armed=false, pidAlive=false)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also targets near-decided binaries β€” potential overlap/competition, not a counterparty","available":"crashed (armed=false, pidAlive=false)"},{"agent":"lp-maker-matheus","fit":"no","why":"Posts swaps only β€” wrong asset class for polymarket-ljuba's options/binary mission","available":"alive (armed=true, pidAlive=true)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher never armed, so it has never observed the book. lp-maker-matheus has 12 open swap intents but those are outside polymarket-ljuba's target asset class (options/binaries). No options or binary intents appear in the fleet's open intent list β€” even a running polymarket-ljuba would have had nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script was ever registered; the watcher process never started","Cannot evaluate cadence, fallback, or trigger logic because no script exists to read","Mission requires outbound Polymarket API call at wake time β€” if this environment blocks external HTTP, the script would fail on every attempt even if registered"],"suggestedChange":"Confirm whether the Polymarket API (e.g. https://gamma-api.polymarket.com or Clob endpoint) is reachable from the agent host; if not, the entire mission premise is broken and must be re-scoped to an on-chain or internal oracle before regist"},"issues":[{"scope":"agent","title":"Watcher never registered β€” wake_script_source=null","detail":"The process never armed. This is more severe than a crash β€” there is no script to restart. Either the registration step failed silently or the script was never written.","fix":"Check agent bootstrap logs for polymarket-ljuba; verify that current.ts exists on disk and that the watcher registration call completed without error."},{"scope":"agent","title":"External Polymarket API dependency may be unreachable","detail":"The mission requires Polymarket's implied probability distribution as a pricing input. If the environment blocks outbound HTTP to external APIs, every wake will fail before producing any signal. This would also explain why the watcher never armed.","fix":"Run a connectivity test from the agent host: curl https://gamma-api.polymarket.com/markets (or the relevant endpoint). If blocked, either proxy it through an allowed service or replace the pricing oracle with an on-chain alternative."},{"scope":"agent","title":"Zero options/binary counterparties alive","detail":"option-writer-matheus and mimic-ljuba β€” the only agents that post the asset classes polymarket-ljuba targets β€” are both crashed. Even a fully operational polymarket-ljuba would have no inventory to trade against right now.","fix":"Resurrect option-writer-matheus and mimic-ljuba before expecting any deal flow from polymarket-ljuba; sequencing matters here."}],"assessment":"polymarket-ljuba has never executed a single wake (0 wakes, $0 burn, 0 deals). wake_script_source is null β€” the watcher was never registered, not merely asleep. The most likely cause is an external Polymarket API dependency that is unreachable in this environment, preventing the process from even arming. Resolving this is a prerequisite to any analysis of mission fit."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First cycle with real data β€” agent has never run: 0 wakes, $0 burn, no wake_script_source, armed=false, pidAlive=false. This is a setup failure, not a crash; it never started. lp-maker-matheus currently holds 12 live bilateral swap intents across ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC expiring in 24-28 min β€” exactly the assets a DCA rebalancer would targ","badge":"NEVER STARTED","confidence":"high","bottomLine":"rebalancer-lior has never woken (0 wakes, $0 burn, wake_script_source=null). lp-maker-matheus has 12 live swap intents across 6 assets right now β€” a complete DCA target set β€” all expiring in ~24-28 min. Every one of those is a missed fill due to a setup failure, not a market failure.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; wakes=0; no settled deals, no open intents. Agent was never initialized."},"reasoningRead":"Unmeasurable β€” agent has produced zero reasoning output. No wakes, no scripts, nothing to evaluate.","wakeTriggers":["MISSING: no watcher script installed β€” nothing can fire this agent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Alive, armed, quoting ETH/BTC/SSV/sAAPL/sNVDA/sMSFT vs USDC β€” the exact asset set a DCA rebalancer would buy into; 12 open bilateral intents","available":"LIVE β€” armed=true, pidAlive=true, 12 int"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus has 12 open bilateral swap intents (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC, expiring ~24-28 min from now). Any single one of these could serve a DCA slice toward a target allocation. Rebalancer-lior missed all 12 this cycle due to never waking.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null) β€” agent is completely inert","No fallback timer, no portfolio-gap logic, no intent-posting path"],"suggestedChange":"Write current.ts with a patient timer trigger (every 4-8h, matching DCA cadence), portfolio-state read to compute current-vs-target gap, and a delivered-swap intent targeting lp-maker-matheus's live book for whichever asset is most underwei"},"issues":[{"scope":"agent","title":"No wake script installed β€” agent will never start","detail":"wake_script_source=null. The agent process has never been armed (wakes=0, armed=false, pidAlive=false). This is not a crash; it was never initialized. lp-maker-matheus is live right now with compatible swap intents expiring in minutes.","fix":"Create rebalancer-lior/current.ts: patient timer trigger (4-8h), read on-chain portfolio balances, compute gap vs target weights, post one delivered-swap intent against lp-maker-matheus's open book for the most underweight asset. Deploy and arm immediately to catch remaining lp-maker intent window."}],"assessment":"rebalancer-lior has never woken (0 wakes, $0 burn, wake_script_source=null). lp-maker-matheus has 12 live swap intents across 6 assets right now β€” a complete DCA target set β€” all expiring in ~24-28 min. Every one of those is a missed fill due to a setup failure, not a market failure."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"stacker-massimo has never run β€” 0 wakes, $0 lifetime burn, no wake script loaded, watcher armed=false/pidAlive=false with no fallback scheduled. This is a deployment failure, not a crash-after-running. Even if deployed, the only live counterparty (lp-maker-matheus) has a sNVDA offer sized at 12.48 USDC minimum vs stacker's 0.50 USDC per-wake slice β€” a 25x mi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"stacker-massimo has 0 wakes and $0 burn β€” it was never initialized, not crashed. wake_script_source is null, confirming no watcher was ever deployed. The only open sNVDA offer on the book is lp-maker-matheus at 12.48 USDC β†’ 0.06 sNVDA; stacker's 0.50 USDC slice is a 25x undersize and cannot fill that intent even if stacker were live.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, tokens_lifetime_usd=0, nextFallbackMin=null β€” agent never initialized. lp-maker open offer: 12.48 USDC β†’ 0.06 sNVDA (25Γ— stacker's 0.50 USDC per-wake budget)."},"reasoningRead":"Cannot assess β€” 0 wakes means no reasoning has been produced. The mission is clear and well-scoped (0.50 USDC/wake into sNVDA until budget depleted), but it has never been executed. No churn, no drift β€” simply never started.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer set (nextFallbackMin=null)","Expected: time-based cadence trigger (one wake per period until USDC budget exhausted)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has open sNVDA offer (12.48 USDC β†’ 0.06 sNVDA) but sizing is 25Γ— stacker's 0.50 USDC slice β€” fill only possible if intent supports partial f","available":"armed=true, pidAlive=true, fallback in ~"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps mission could produce sNVDA supply at smaller sizes, but agent is crashed (armed=false, pidAlive=false)","available":"crashed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null, 0 wakes). lp-maker-matheus has had an open sNVDA offer this cycle, but stacker's 0.50 USDC slice cannot fill a 12.48 USDC intent unless partial fills are supported β€” this must be verified before classifying as a missed opportunity.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” agent is entirely undeployed","No fallback timer set β€” nothing will ever trigger this agent","Mission requires a simple time-cadence watcher (wake every N minutes, post 0.50 USDCβ†’sNVDA swap, sleep), but that script has not been written or deployed"],"suggestedChange":"Deploy a minimal time-cadence wake script: wake on fixed interval (e.g. 30–60 min), check remaining USDC budget, post one 0.50 USDCβ†’sNVDA delivered swap intent, halt when budget is exhausted. Zero LLM required β€” pure mechanical DCA. Also co"},"issues":[{"scope":"agent","title":"Wake script never deployed","detail":"wake_script_source=null, wakes=0, nextFallbackMin=null. stacker-massimo has never been initialized. The watcher file does not exist or was never written.","fix":"Write and deploy a time-cadence current.ts for stacker-massimo: wake every 30–60 min, post 0.50 USDCβ†’sNVDA swap intent, repeat until USDC budget is zero. Arm the watcher."},{"scope":"agent","title":"Structural sizing mismatch with only live counterparty","detail":"lp-maker-matheus's open sNVDA offer is 12.48 USDC β†’ 0.06 sNVDA. stacker's per-wake budget is 0.50 USDC β€” 25Γ— smaller. If intents are atomic (no partial fill), stacker can never fill the LP's offer with a single 0.50 USDC wake.","fix":"Verify whether lp-maker's swap intents support partial fills. If not, stacker must either accumulate budget across wakes before posting, or wait for a smaller sNVDA offer to appear. Document the minimum lot size in stacker's CLAUDE.md."}],"assessment":"stacker-massimo has 0 wakes and $0 burn β€” it was never initialized, not crashed. wake_script_source is null, confirming no watcher was ever deployed. The only open sNVDA offer on the book is lp-maker-matheus at 12.48 USDC β†’ 0.06 sNVDA; stacker's 0.50 USDC slice is a 25x undersize and cannot fill that intent even if stacker were live."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":779469,"w5Usd":0.56,"w5PctPool":0.3,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":779469,"w7Son":779469,"hourly":[0,0,0,0.07,0.49,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"First real analysis β€” no prior baseline. Agent ran exactly one LLM call ($0.56, entire lifetime spend in a single invocation) then crashed before the watcher could arm. wakes=0 despite $0.56 last_wake_usd is a contradiction indicating the wake counter was never incremented β€” the crash happened mid-first-wake, before completion. No intents posted, no wake scr","badge":"CRASHED FIRST WAKE","confidence":"medium","bottomLine":"Swing-nikita spent its entire $0.56 budget in one LLM call and died before posting a single intent or arming its watcher. The crash site is unknown (no logs, no recent_wakes, no wake_script_source), but the wakes=0 / last_wake_usd=$0.56 contradiction points to a fatal error inside the first wake execution β€” likely before the dislocation analysis completed or the intent was constructed.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, wakes=0, last_wake_usd=$0.56 (= tokens_lifetime_usd), open_intents=null, settled_deals_detail=[], wake_script_source=null β€” agent never completed a single cycle"},"reasoningRead":"Unmeasurable β€” no reasoning trace exists. The $0.56 single-call spend suggests a full LLM invocation occurred (likely oracle fetch + trailing-average computation + trade decision), but it produced no logged output. Cannot confirm whether it identified a dislocation target or not. Sound reasoning solving the wrong problem is not possible to assess here; the problem is the agent never got far enough","wakeTriggers":["MISSING: wake script never written (wake_script_source=null) β€” watcher was never initialized"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP posts bilateral swap intents for ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC β€” all valid dislocation targets for a mean-reversion strategy","available":"alive, armed=true, 12 open intents expir"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalancer posts directional delivered swaps that could cross with swing's fade if directions align","available":"crashed (armed=false, pidAlive=false)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent crashed before watcher initialized, so it never scanned lp-maker-matheus's 12 open swap intents. In principle those intents (ETH/BTC/SSV/synthetic equities vs USDC) are exactly the assets swing-nikita should be evaluating for dislocation, but no analysis ran.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher was ever written or persisted; agent cannot self-restart","No fallback timer set (nextFallbackMin=null) β€” if the crash recurs, there is no recovery path","Without a watcher, the agent cannot check trailing averages on any cadence or react to book events"],"suggestedChange":"Fix the crash that prevents first-wake completion so a watcher can be written; the watcher should fire on a time cadence (e.g. every 30-60 min) rather than order-book events β€” swing is a patient mean-reversion strategy, not a reactive respo"},"issues":[{"scope":"agent","title":"Fatal crash on first wake β€” no watcher ever armed","detail":"$0.56 burned in one invocation, wakes counter stuck at 0, no intent posted, no wake script written. The agent's CLAUDE.md or initialization logic has an unhandled error path that kills the process before the wake completes.","fix":"Inspect the agent's startup logs for the exception; the most likely culprits are an unhandled promise rejection in oracle data fetching, a schema mismatch in trailing-average computation, or a missing SDK import. Fix the crash, confirm one full wake completes, then verify the watcher is written to d"},{"scope":"core","title":"wakes=0 despite last_wake_usd=$0.56 β€” wake accounting inconsistency","detail":"The metrics show a $0.56 spend attributed to last_wake_usd but wakes=0. The wake counter is either incremented at end-of-wake (so a crash mid-wake leaves it at 0) or the indexer is not capturing the spend event correctly. This makes it impossible to distinguish 'never ran' from 'crashed mid-first-ru","fix":"Increment the wake counter at wake-start (not wake-end) in the SDK, or emit a wake-start event the indexer can latch onto β€” so a crashed wake is recorded as wakes=1 with a null completion status rather than invisible."}],"assessment":"Swing-nikita spent its entire $0.56 budget in one LLM call and died before posting a single intent or arming its watcher. The crash site is unknown (no logs, no recent_wakes, no wake_script_source), but the wakes=0 / last_wake_usd=$0.56 contradiction points to a fatal error inside the first wake execution β€” likely before the dislocation analysis completed or the intent was constructed."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No prior baseline (all previous verdicts failed). vulture-andrew has never run: 0 wakes, $0 lifetime burn, and β€” critically β€” wake_script_source is null, meaning no watcher script exists at all. This is not a crash; the agent was never initialized. lp-maker-matheus currently holds 12 bilateral swap intents expiring in 24-28 min β€” exactly the mispricing surfa","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"vulture-andrew has 0 wakes, $0 burn, and no wake script (wake_script_source=null). It is not crashed β€” it was never started. lp-maker's 12 open intents (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT vs USDC, expiring ~25 min) are live targets vulture cannot reach because no watcher exists to arm it.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null; wakes=0; tokens_lifetime_usd=0. No script β†’ no watcher β†’ no arm β†’ no wakes ever."},"reasoningRead":"No reasoning to evaluate β€” agent has never executed. The mission is coherent (pick off mispriced swaps and near-decided binaries), but the gap between mission and operation is absolute: zero execution history. Cannot assess on-mission quality until at least one wake completes.","wakeTriggers":["MISSING: no wake script exists β€” nothing can trigger a wake","MISSING: no fallback timer scheduled (nextFallbackMin=null)","MISSING: no book-monitoring logic to detect lp-maker's open intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"12 open bilateral swap intents across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT vs USDC β€” exactly the mispriced/sharp swap surface vulture is built to s","available":"LIVE β€” armed=true, pidAlive=true, fallba"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both exploit pricing gaps; arb-hunter focuses on binary bets near oracle lag, which vulture also targets as secondary mission","available":"crashed (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options vulture could pick off if near-decided ITM; secondary mission overlap","available":"crashed (armed=false, pidAlive=false)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” no wake script means vulture has never observed lp-maker's 12 current open intents. Those intents (expiring ~25 min from now) represent the first concrete missed window.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Script does not exist (wake_script_source=null) β€” there is nothing to evaluate","No fallback timer β€” agent cannot self-recover even if script were written","No book-scan logic to detect live lp-maker intents before expiry"],"suggestedChange":"Write and deploy a minimal wake script: poll open intents on lp-maker-matheus's address, arm immediately if any swap deviates >threshold from oracle mid, with a 15-min fallback. This unblocks the agent entirely and captures the current lp-m"},"issues":[{"scope":"agent","title":"Wake script missing β€” agent never initialized","detail":"wake_script_source=null; watcher cannot arm without a script. This is the sole blocker. All other metrics (0 wakes, $0 burn, no deals) are downstream of this single missing artifact.","fix":"Author current.ts for vulture-andrew: scan lp-maker open intents + any live binary bets for mispricing vs oracle mid; arm on >threshold deviation; 15-min fallback; zero-LLM watcher."},{"scope":"core","title":"Deployment process did not catch uninitialized agent","detail":"vulture-andrew appears in the fleet roster and has a CLAUDE.md mission but no wake script was ever deployed. The board shows it as 'unknown' health rather than 'never started', masking the initialization gap.","fix":"Add a fleet bootstrap check: any agent with 0 wakes + null wake_script_source should surface as 'UNINITIALIZED' (distinct from 'crashed') in the health dashboard to route it to the right fix immediately."}],"assessment":"vulture-andrew has 0 wakes, $0 burn, and no wake script (wake_script_source=null). It is not crashed β€” it was never started. lp-maker's 12 open intents (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT vs USDC, expiring ~25 min) are live targets vulture cannot reach because no watcher exists to arm it."}}],"unattributed":{"sessions":69,"tokens":36489661,"usd":24.68,"w5":36489661,"w5Usd":24.68,"hourly":[0.03,0,12.22,12.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":207,"tokens":5216090,"usd":13.34,"w5":5216090,"w5Usd":13.34,"hourly":[1.17,0.45,4.81,5.02,1.89,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":48377819,"grandUsd":41.76,"grandSessions":283,"attributedTokens":6672068,"unattributedTokens":36489661,"boardTokens":5216090,"reassembledTokens":48377819,"tokensBalance":true,"attributionPct":15.5,"multiMatchSessions":0,"sessionsScanned":1084,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (3/12 agents addressed)","dedup":{"rawMsgs":2135,"dedupedMsgs":935,"rawTokens":103544844,"dedupedTokens":48377819,"dupRatio":2.14}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T17:12:20.623Z","swarm":{"headline":"ONE MAKER, ZERO TAKERS","funnel":{"posted":12,"settled":null,"conversionPct":0,"byTemplate":{"Swap":12}},"liquidityMap":[{"market":"ETH/USDC","flow":"lp-maker-matheus β†’ (no taker)","status":"FROZEN β€” rebalancer-lior, swing-nikita, arb-hunter-tom, vulture-andrew all offli"},{"market":"BTC/USDC","flow":"lp-maker-matheus β†’ (no taker)","status":"FROZEN β€” same taker cohort offline"},{"market":"SSV/USDC","flow":"lp-maker-matheus β†’ (no taker)","status":"FROZEN β€” stacker-massimo never deployed; size mismatch even if it were"},{"market":"sAAPL+sNVDA+sMSFT/USDC","flow":"lp-maker-matheus β†’ (no taker)","status":"FROZEN β€” no synthetic-equity taker agent exists or is live"},{"market":"Options","flow":"option-writer-matheus ↔ option-taker-matheus","status":"DEAD β€” both sides crashed first wake ($0.15 each burned, 0 intents posted)"},{"market":"BinaryBet/mimic","flow":"polymarket-ljuba / arb-hunter-tom β†’ mimic-ljuba","status":"DEAD β€” all three never initialized (wake_script_source=null)"}],"causalLinks":[{"cause":"7 agents never deployed (wake_script_source=null on arb-hunter-tom, mimic-ljuba, momentum-nikita, polymarket-ljuba, reba","effect":"lp-maker-matheus's 12 bilateral swap intents (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC, all expiring ≀22 min) have zer","evidence":"All 12 open intents are lp-maker-matheus's own posts; settled_deals=0; all taker-capable agents show wakes=0, tokens_lifetime_usd=0"},{"cause":"Shared first-wake crash bug: bear-yosher ($0.78), swing-nikita ($0.56), option-writer-matheus ($0.15), option-taker-math","effect":"$1.64 total burn produced 0 intents, 0 deals, 0 registered watchers β€” all four show wakes=0 despite non-zero last_wake_u","evidence":"All four: armed=false, pidAlive=false, wake_script_source=null post-crash, wakes=0 vs tokens_lifetime_usd>0 β€” identical failure fingerprint across unrelated missions"},{"cause":"option-writer-matheus crashed before posting any Option intents (open_intents=null, not 0)","effect":"option-taker-matheus's sole supply is absent; even if taker recovered, there is nothing to take β€” the options market is ","evidence":"option-writer-matheus: tokens_lifetime_usd=$0.15, open_intents=null, settled_deals=[]; option-taker-matheus: same crash pattern, reliableCounterparties=0"},{"cause":"mimic-ljuba has no wake script AND all four BinaryBet-supplying counterparties (arb-hunter-tom, vulture-andrew, polymark","effect":"Double-blocked: mimic can't start itself, and has nothing to mirror even if it could","evidence":"mimic-ljuba: wake_script_source=null, reliableCounterparties=0; all four named supply agents: armed=false, pidAlive=false"},{"cause":"stacker-massimo never deployed; even if deployed, lp-maker-matheus's smallest sNVDA offer is 12.48 USDC vs stacker's 0.5","effect":"25x size mismatch means stacker cannot fill lp-maker-matheus's current offers even after deployment β€” a separate LP or o","evidence":"stacker-massimo: tokens_lifetime_usd=0, wakes=0; lp-maker-matheus open: 12.48 USDC β†’ 0.06 sNVDA (20 min left)"}],"insights":[{"severity":"critical","title":"Fleet never bootstrapped β€” 11/12 agents offline","detail":"7 agents (arb-hunter-tom, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, vulture-andrew) have wake_script_source=null and wakes=0: they were never initialized, not crashed. 4 more (bear-yosher, swing-nikita, option-writer-matheus, option-taker-matheus) burned $1.64 total then crashed before arming watchers. Only lp-maker-matheus is alive (armed=true, pidAlive=true, fallback in 16 min).","evidence":"7Γ— wake_script_source=null + wakes=0 + tokens=0; 4Γ— wakes=0 but tokens_lifetime_usd>0 ($0.78+$0.56+$0.15+$0.15=$1.64); 0 settled deals fleet-wide","scope":"fleet","fix":"Deploy wake scripts for the 7 never-initialized agents. Prioritize rebalancer-lior and swing-nikita as they have natural counterparty fit with lp-maker-matheus's open Swap intents. Then investigate the shared first-wake crash to stop burning tokens on deploy."},{"severity":"critical","title":"lp-maker-matheus's 12 Swap intents expire in ≀22 min with 0 takers available","detail":"12 bilateral swap intents covering ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC are live and expiring. Every agent capable of taking them is offline. All 12 will expire unfilled unless at least one taker agent (rebalancer-lior, swing-nikita, vulture-andrew, or arb-hunter-tom) comes online in the next ~16 minutes.","evidence":"Open book: 12 intents, all lp-maker-matheus, expiry 16-22 min from observation time; settled_deals=[]; all named taker agents: armed=false","scope":"fleet","fix":"Emergency-deploy rebalancer-lior or swing-nikita wake script NOW to catch the remaining window on lp-maker-matheus's open offers."},{"severity":"critical","title":"Shared first-wake crash pattern β€” $1.64 burned for zero output","detail":"Four agents across unrelated missions (bear-yosher, swing-nikita, option-writer-matheus, option-taker-matheus) share an identical failure fingerprint: one LLM call completes (proven by spend), then crash before wake counter increments and before watcher arms. This is not four independent bugs β€” it is one shared SDK or bootstrap failure in the watcher registration step.","evidence":"All four: wakes=0 despite tokens_lifetime_usd>0; wake_script_source=null post-crash; armed=false, pidAlive=false, nextFallbackMin=null. Total wasted: $1.64.","scope":"core","fix":"Audit the SDK watcher-arm step for the failure mode that lets an agent complete an LLM wake call but crash before registering current.ts and incrementing the wake counter. Fix in core so all four agents benefit on next deploy."},{"severity":"warn","title":"Options market dead on both sides simultaneously","detail":"option-writer-matheus and option-taker-matheus both crashed their first wake ($0.15 each). Neither posted any intents. Even fixing one in isolation produces no trades β€” both must recover together for the options market to clear.","evidence":"option-writer-matheus: open_intents=null, settled=[]; option-taker-matheus: reliableCounterparties=0, settled=[]","scope":"fleet","fix":"Redeploy option-writer-matheus first (supply side); only then redeploy option-taker-matheus. Stagger by one cycle so taker wakes into a non-empty book."},{"severity":"warn","title":"stacker-massimo DCA slice 25Γ— too small for lp-maker-matheus offers","detail":"stacker-massimo's per-wake DCA budget is 0.50 USDC; lp-maker-matheus's smallest current offer requires 12.48 USDC. Even after stacker is deployed, it cannot fill any current lp-maker-matheus intent without a parameter change.","evidence":"stacker-massimo mission: 0.50 USDC/wake; lp-maker-matheus open: 12.48 USDC β†’ 0.06 sNVDA (20 min left)","scope":"fleet","fix":"Either increase stacker's DCA slice to β‰₯12.50 USDC, or configure lp-maker-matheus to post smaller minimum-size offers for sNVDA."},{"severity":"ok","title":"lp-maker-matheus healthy and posting","detail":"Sole live agent: armed=true, pidAlive=true, next fallback 16 min. 12 bilateral Swap intents active across 6 markets. Functioning correctly; its 0-fill rate is the fleet's fault, not its own.","evidence":"watcher.armed=true, watcher.pidAlive=true, watcher.nextFallbackMin=16; 12 open intents confirmed in book","scope":"fleet","fix":"No action on lp-maker-matheus itself. Bring taker agents online."}],"fleetMoves":[{"scope":"core","action":"Diagnose and fix the shared first-wake crash: identify why bear-yosher, swing-nikita, option-writer-matheus, option-taker-matheus all completed an LLM call but crashed before watcher armed and wake counter incremented. This $1.64 burn-with-zero-output pattern will repeat on every"},{"scope":"fleet","action":"Emergency-deploy rebalancer-lior wake script within 16 min to catch lp-maker-matheus's expiring Swap intents (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC). It is the highest-fit, highest-urgency taker for the live book."},{"scope":"fleet","action":"After core crash fix confirmed, stagger-deploy remaining 6 agents: (1) option-writer-matheus, then (2) option-taker-matheus one cycle later, (3) swing-nikita + vulture-andrew, (4) arb-hunter-tom, (5) polymarket-ljuba + mimic-ljuba together (mimic needs supply first), (6) momentum"},{"scope":"fleet","action":"Fix stacker-massimo's DCA slice size to β‰₯12.50 USDC or negotiate smaller lp-maker-matheus offer sizes for sNVDA before deploying stacker β€” deploying at 0.50 USDC/wake against current LP offers produces guaranteed zero fills."}],"at":"2026-06-08T17:13:38.925Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP ALONE, FLEET DOWN","healthDelta":"First real analysis cycle β€” all prior summaries were 'Verdict call failed' so no baseline exists. lp-maker-matheus is the sole live agent (armed=true, pidAlive=true, fallback in 21 min); 11/12 agents are crashed (armed=false, pidAlive=false). Funnel is 12 posted / 0 settled (0%) with no change possi","focusAreas":["11/12 agents crashed (armed=false, pidAlive=false) β€” mass fleet outage is the single root cause of 0% funnel conversion","lp-maker-matheus has 12 bilateral swap intents open (all expiring in 24-28 min) across ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC β€” zero takers alive to fill any of them","Token burn without output: bear-yosher ($0.78/5h), swing-nikita ($0.56/5h), option-taker-matheus ($0.15/5h), option-writer-matheus ($0.15/5h) β€” all crashed, all burned, 0 deals produced","stacker-massimo, rebalancer-lior, vulture-andrew, arb-hunter-tom, mimic-ljuba, polymarket-ljuba, momentum-nikita: $0 burn AND crashed β€” never ran or died before first wake"],"perAgentFocus":{"arb-hunter-tom":"Armed=false, pidAlive=false, $0 burn β€” did the watcher process ever start? Is there a launch/config error preventing it from initializing at all?","bear-yosher":"Armed=false, pidAlive=false but $0.78/5h burn β€” it ran long enough to spend tokens; what did it do before crashing, and did it post any Perpetuals intents that are still open or expired unfilled?","lp-maker-matheus":"Sole live agent, 12 bilateral swaps open for ~307 min with 0 fills β€” is its pricing (e.g. 13.55 USDCβ†’0.008 ETH, 4.3 USDC←2 SSV) competitive at current oracle mid, or would even a live taker skip these rates?","mimic-ljuba":"Armed=false, pidAlive=false, $0 burn β€” never initialized or crashed at launch before any LLM call; is there a dependency on BinaryBet supply from other agents that don't exist yet?","momentum-nikita":"Armed=false, pidAlive=false, $0 burn β€” never ran; is the watcher missing or misconfigured such that the process can't start?","option-taker-matheus":"Armed=false, pidAlive=false, $0.15 burn β€” ran at least one wake; did it find any options to evaluate, and what caused the crash (error in wake script, no options on book, or deliberate halt)?","option-writer-matheus":"Armed=false, pidAlive=false, $0.15 burn β€” ran at least one wake; did it post any Option intents before crashing, and are those intents visible in the book or already expired?","polymarket-ljuba":"Armed=false, pidAlive=false, $0 burn β€” never ran; does its watcher require an external Polymarket API connection that may be unavailable in this environment?","rebalancer-lior":"Armed=false, pidAlive=false, $0 burn β€” lp-maker has live buy/sell offers on ETH, BTC, SSV, sAAPL, sNVDA, sMSFT right now; if rebalancer-lior were alive, would it have a rebalancing target it could satisfy with one of these intents?","stacker-massimo":"Armed=false, pidAlive=false, $0 burn β€” its mission is 0.50 USDCβ†’sNVDA per wake; lp-maker has an open sNVDA offer (12.48 USDCβ†’0.06 sNVDA); why hasn't stacker started and is the sizing mismatch (0.50 vs 12.48) the structural blocker?","swing-nikita":"Armed=false, pidAlive=false but $0.56/5h burn β€” ran substantively before crashing; did it identify any dislocation targets or post any swap intents, and what error terminated it?","vulture-andrew":"Armed=false, pidAlive=false, $0 burn β€” lp-maker's 12 open intents are exactly the kind of mispriced or sharp targets vulture should scan; why isn't vulture running and is its watcher script broken?"},"ctas":[{"scope":"fleet","text":"Investigate and restart the 11 crashed agents (armed=false, pidAlive=false) β€” the 0% funnel conversion is entirely caused by absence of takers, not LP pricing"},{"scope":"fleet","text":"Prioritize restarting rebalancer-lior, vulture-andrew, and stacker-massimo first β€” they have the clearest take targets in lp-maker-matheus's current open book before intents expire in ~24-28 min"},{"scope":"core","text":"Diagnose why all prior verdict calls failed ('Verdict call failed' across all 12 agents) β€” this suggests a systemic LLM call or SDK error that wiped the entire last analysis cycle"},{"scope":"agent","text":"Confirm lp-maker-matheus pricing is competitive at current oracle (e.g. ETH implied ~$1711 from its 13.55 USDCβ†’0.008 ETH offer) so intents will settle once takers return"},{"scope":"fleet","text":"Audit burn-without-output agents (bear-yosher $0.78, swing-nikita $0.56) β€” they consumed tokens and crashed with 0 deals; check wake logs for the terminal error before restarting"}],"at":"2026-06-08T17:07:38.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T18:01:10.138Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":62979996,"used5hUsd":50.1,"used7d":63309326,"used7dUsd":51.06,"pct5h":25.2,"pct7d":2.6,"estPct5h":25.2,"estPct7d":2.6,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":62979996,"used7d":63309326,"cap5h":88000000,"cap7d":1000000000,"pct5h":71.6,"pct7d":6.3,"isReal":false,"source":"estimate","estPct5h":71.6,"estPct7d":6.3,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":73.9,"sonnetPct7d":6.6,"estSonnetPct7d":6.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":59150652,"w7":59479982,"tot":59479982},"haiku":{"w5":3809533,"w7":3809533,"tot":3809533}},"fleet":{"agentsUp":7,"lifetimeTokens":63309326,"lifetimeUsd":51.06,"sessions":322,"deals":1,"openIntents":14,"totalIntents":31},"oracle":{"USDC":1,"ETH":1683.56,"BTC":63457.89,"SSV":2.12,"AAPL":310.15,"NVDA":209.09,"MSFT":411.57},"oracleAt":"2026-06-08T17:55:07.890Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":29,"wakes":3,"firstWakeMs":1780927992000,"lastWakeMs":1780940298000,"ageMin":23,"lastWhy":"Oracle value 0.04 sAAPL = $12.69, cost $12.56 β€” $0.13 profit, 101bps, within all risk limits","repeatWakes":0,"avgGapMin":205,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780948114989,"watching":"new binary bet or swap intent (or 2h fallback)","armed":true,"nextFallbackMin":107}},"verdict":{"summary":"First run since deployment: 3 wakes, 0 settled deals, $0 burn. W1 was USDC approval housekeeping (necessary precondition). W2 found +101bps edge on sAAPL swap #23 ($0.13 profit, within all limits) and attempted to take it β€” lost to a race (AcceptIntentAlreadyTakenError, intent Cancelled). W3 found no affordable edge β‰₯10bps and self-identified a critical stru","badge":"ALIVE, USDC-LOCKED","confidence":"high","bottomLine":"arb-hunter-tom graduated from never-run to functional in this cycle: it correctly identified and attempted a +101bps edge on intent #23 but was beaten in the race. The zero-deal outcome is not a logic failure β€” it is a USDC-only inventory constraint that blocks ~all of lp-maker-matheus's 11 open intents (which require giving crypto). One race loss and one structural wall; the agent is reasoning well but physically can't transact until it holds a non-USDC asset.","rootCause":{"class":"structural","evidence":"W3 log: 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg.' Intent #23 (the only USDC-pay edge found) was taken by another party before execution. lp-maker-matheus's open BTC sell (0.0002 BTC β†’ 12.76 USDC) and similar intents require giving BTC β€” impossible from a USDC-only wall"},"reasoningRead":"Sound and on-mission. Agent correctly sequenced: housekeeping first (USDC approval tx 0x02872034), edge-scan second (found +101bps, attempted, lost race), self-diagnosed inventory gap third. No churn, no re-derivation. The 10bps threshold filter and risk-limit checks are applied correctly. Solving the right problem; the constraint is inventory, not logic.","wakeTriggers":["New binary bet or swap intent posted to book (baseline-delta approach β€” won't fire on pre-existing intents)","2h hard fallback","MISSING: oracle price movement on EXISTING intents (current watcher only catches new postings; a USDCβ†’sAAPL intent already on book that becomes +10bps due to or"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has 11 open swaps but arb-hunter can only take USDC-pay legs; lp-maker's BTC/ETH sells (cryptoβ†’USDC) are the wrong direction for a USDC-only","available":"active, 11 open intents"},{"agent":"rebalancer-lior","fit":"no","why":"Rebalancer posted USDCβ†’BTC intent β€” arb-hunter can't be the counterparty (it doesn't hold BTC to sell).","available":"armed, 1 live intent expiring ~30min"},{"agent":"swing-nikita","fit":"no","why":"Pure taker like arb-hunter; no maker intents posted.","available":"armed, nextFallback=54min"},{"agent":"momentum-nikita","fit":"no","why":"Also taker-only, no maker intents; same inventory problem.","available":"armed, last_wake=4min ago"}],"reliableCounterparties":0,"missedOpportunities":"Intent #23 (sAAPL, +101bps, $0.13 profit) was identified and attempted β€” missed only due to race condition, not a screening failure. All other lp-maker-matheus intents require crypto as give leg; arb-hunter correctly skipped them given USDC-only inventory. No missed opportunities attributable to agent logic error.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new binary/swap intents β€” correct for a latency-arb mission where edge lives in newly-posted stale pricing","Baselines existing intents on startup, fires only on FRESH postings β€” prevents false wakes on stale book","60s poll interval β€” reasonable for intent-arrival cadence without being sub-minute spam","2h hard fallback ensures agent re-evaluates even in quiet markets","Zero-LLM watcher, PID file written, structurally clean"],"lacking":["Only triggers on new intent arrivals β€” misses edge that opens on EXISTING intents when oracle drifts (e.g., an sAAPL intent already on book crosses the 10bps th","No trigger on oracle price moves that could make stale resting intents newly profitable"],"suggestedChange":"Add a secondary price-drift check inside the watch loop: if any existing intent's implied edge (recalculated against live oracle) crosses the 10bps threshold since last poll, fire a wake β€” this captures the 'stale oracle moves past threshol"},"issues":[{"scope":"agent","title":"USDC-only inventory blocks majority of tradeable intents","detail":"arb-hunter can only take intents where it pays USDC. lp-maker-matheus's 11 open intents include cryptoβ†’USDC directions (give BTC/ETH) which are unreachable. The agent correctly self-diagnosed this (w3 log). Until it acquires a non-USDC asset (via a successful USDCβ†’X trade), its opportunity surface i","fix":"After any successful USDCβ†’X swap, the agent should re-evaluate the book immediately rather than waiting for the next fallback β€” a successful trade unlocks new give-leg options. Could also consider a lower-edge threshold for the first trade to break the USDC-lock, if risk limits allow."},{"scope":"agent","title":"Race loss on intent #23 β€” latency gap vs other takers","detail":"The one identified edge (+101bps, $0.13) was snagged before the accept call landed (AcceptIntentAlreadyTakenError). With momentum-nikita (last_wake=4min) and other takers alive, races will be common.","fix":"Investigate whether the 60s poll interval in the watcher can be tightened for binary/swap intents specifically, or whether the SDK exposes a push/subscription event for new intents to reduce poll lag."},{"scope":"core","title":"Watcher cannot trigger on oracle-drift edge opening on existing intents","detail":"The wake-watch pattern fires only on NEW intent arrivals (via newMatches baseline-delta). An intent already on book that becomes profitable as the oracle reprices will not trigger a wake until the 2h fallback. This is a platform-level gap affecting any latency-arb agent.","fix":"SDK should support an oracle-price-change trigger or allow the watcher to re-evaluate edge on existing intents and fire if any crosses the agent's threshold β€” this is a core/SDK enhancement, not arb-hunter-specific."}],"assessment":"arb-hunter-tom graduated from never-run to functional in this cycle: it correctly identified and attempted a +101bps edge on intent #23 but was beaten in the race. The zero-deal outcome is not a logic failure β€” it is a USDC-only inventory constraint that blocks ~all of lp-maker-matheus's 11 open intents (which require giving crypto). One race loss and one structural wall; the agent is reasoning well but physically can't transact until it holds a non-USDC asset."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last run β€” state is identical: wake_script_source=null, armed=false, pidAlive=false, $0.78 lifetime (all from one cycle). Two consecutive observer cycles now confirm this is not self-healing. The single LLM run completed (explaining the $0.78 cost) but either never called registerWatcher(), or the call failed silently β€” the null wake_script_s","badge":"CRASHED, NO SCRIPT","confidence":"medium","bottomLine":"bear-yosher has been dark for at least 2 observer cycles with $0.78 total lifetime spend and wake_script_source=null β€” the watcher registration step was never reached or failed silently. The most likely path: the halt condition was evaluated on first run and the halt branch exits without registering a watcher to re-evaluate later. Agent cannot self-restart.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no script ever written), armed=false, pidAlive=false, wakes=0, $0.78 lifetime (single-run cost) β€” the agent ran one full LLM cycle, produced no persistent artifact, and has no re-arm path"},"reasoningRead":"Cannot assess the reasoning content β€” no wake log, no script, no recent_wakes array entries. The $0.78 single-cycle burn confirms LLM reasoning ran, but the output didn't produce a registerWatcher() call (or that call failed silently). If the agent evaluated the halt condition (ETH/BTC >2% climb) and chose to halt, it solved the right sub-problem but the halt path is missing a watcher to re-check ","wakeTriggers":["MISSING: no wake script registered β€” agent cannot fire again without manual re-spawn","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"bear-yosher trades perpetuals (short ETH/BTC), not swaps β€” lp-maker's 11 open swap intents don't directly match, but if bear-yosher ever pos","available":"ok (11 open intents, armed)"},{"agent":"option-writer-matheus","fit":"maybe","why":"mission overlap on directional ETH/BTC exposure β€” bear-yosher's short perps could hedge option-writer's crypto leg","available":"crashed (armed=false, pidAlive=false)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has no wake script and no active monitoring; cannot evaluate whether perpetual opportunities existed since last run","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” the watcher registration step was never completed","Halt path (ETH/BTC climbing >2%) appears to exit without registering a watcher to re-check the condition, leaving agent permanently dark instead of paused","No fallback cadence to re-evaluate halt condition (e.g., every 30-60 min to check if climb reversed)"],"suggestedChange":"Fix the halt path in bear-yosher's CLAUDE.md / first-run instruction: even when halting, always call registerWatcher() with a 30-60 min fallback cadence so the agent wakes to re-evaluate the halt condition β€” a mission that 'halts when price"},"issues":[{"scope":"agent","title":"Halt path exits without registering watcher","detail":"The agent's first-run LLM cycle cost $0.78 (full reasoning) but produced no wake_script_source. The mission says 'halt when price climbs persistently >2%' β€” the halt branch likely exits cleanly without arming a watcher to re-check. Result: permanent dark, not a patient pause.","fix":"Update bear-yosher's CLAUDE.md: the halt branch must always call registerWatcher() with a re-check interval (suggest 45 min fallback) before exiting, so the agent can self-resurrect when the climb condition reverses"},{"scope":"agent","title":"No re-arm path β€” requires manual re-spawn indefinitely","detail":"Two consecutive observer cycles, zero change. wakes=0 counter and wake_script_source=null confirm the agent is not self-healing. Without intervention it will remain crashed.","fix":"Manually re-spawn bear-yosher; simultaneously patch the halt-path watcher gap above to prevent recurrence"}],"assessment":"bear-yosher has been dark for at least 2 observer cycles with $0.78 total lifetime spend and wake_script_source=null β€” the watcher registration step was never reached or failed silently. The most likely path: the halt condition was evaluated on first run and the halt branch exits without registering a watcher to re-evaluate later. Agent cannot self-restart."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":14,"msgs":339,"total":17736811,"totalUsd":10.16,"w5":17736811,"w5Usd":10.16,"w5PctPool":7.1,"w7":17736811,"w7Usd":10.16,"w7PctPool":0.7,"w5Son":17736811,"w7Son":17736811,"hourly":[8.07,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T18:01:07.977Z","tokens":1055285,"usd":0.66,"msgs":21}},"onchain":{"deals":1,"openIntents":12,"balanceUsd":757.63,"realizedPnl":-16.27,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780935951722,"containerAgeMin":95,"wakes":3,"firstWakeMs":1780920000000,"lastWakeMs":1780940880000,"ageMin":13,"lastWhy":"sAAPL drop made existing bid dangerous (must cancel before overpay fill). BTC order at +40bps is free money with ample i","repeatWakes":2,"avgGapMin":174,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780944464673,"watching":"new fillable intent OR quote-refresh 5min before expiry (65min fallback)","armed":true,"nextFallbackMin":47}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":4,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":28,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":14,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":true,"nextFallbackMin":78}},"verdict":{"summary":"Graduated from zero-run/no-script to first wake executed (06-08T17:47, 5 min ago). Agent identified BTC as strongest mover, established baselines, posted a ~25% starter BTC buy as intent #28, and armed its watcher to fire on resolution or 90min fallback. This is healthy first-wake behavior. The open_intents metric shows 0 despite intent #28 being posted β€” li","badge":"FIRST WAKE, WAITING","confidence":"medium","bottomLine":"Momentum-nikita is alive and correctly waiting: it ran once, posted BTC buy intent #28 (~25% starter), and its watcher is armed with 87min to fallback. The 0 open_intents display is a metrics discrepancy β€” intent #28 is in the fleet-wide posted count. The real question is whether lp-maker-matheus will fill at momentum-nikita's implied BTC price; the rebalancer-lior gap (63,348 vs 63,800/BTC) suggests the floor is roughly $452 wide.","rootCause":{"class":"counterparty-starved","evidence":"Intent #28 posted (BTC buy, ~25% position). Only viable counterparty is lp-maker-matheus quoting BTC sell at ~63,800/BTC. Rebalancer-lior's concurrent BTC buy implies ~63,348/BTC β€” a $452 gap lp-maker hasn't bridged. Momentum-nikita's buy rate unknown but likely in similar range. No fill in 5 min. T"},"reasoningRead":"Sound and on-mission for a first wake: identified a momentum leader (BTC), took a calibrated starter position (25%), established baseline prices for future rotation decisions, deferred larger commitment until the fill confirms. Not re-deriving or churning. One wake is too thin to judge churn risk, but the logic is correct.","wakeTriggers":["ownIntentResolved(intentId='28') β€” fires when intent #28 fills or expires","90min fallback timer (nextFallback=87min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BTC/USDC liquidity provider with 11 open swap intents including BTC sells; the natural fill counterparty for momentum-nikita's BTC b","available":"awake, healthy, 11 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take the other side of a momentum swap if pricing overlaps, but its primary mission is CEX/oracle arbitrage on binaries, not swap fill","available":"armed, last_wake=13min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation strategy could post a BTC sell if BTC is stretched above trailing average β€” complementary direction, but mission is indepen","available":"armed, nextFallback=54min"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: agent just woke for the first time 5 min ago and posted its own intent rather than scanning others' intents to take. Whether lp-maker-matheus had a fillable BTC sell at a price momentum-nikita could have taken directly is not visible from this data. Worth checking next wake whether the agent scans existing open intents before posting new ones.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the exact event the agent cares about: intent #28 resolution (fill or expiry) β€” not on a time poll","90min fallback covers full RFQ window with buffer β€” appropriate cadence for a patient momentum agent","Zero-LLM, uses ownIntentResolved helper correctly","Armed with a label that makes debugging clear"],"lacking":["Watches only its own intent resolution β€” cannot detect if a better momentum leader emerges mid-wait (e.g., ETH suddenly outpaces BTC in the 90min window)","No price-movement trigger: if BTC dumps hard while waiting, the watcher won't fire early to let the agent abort or hedge"],"suggestedChange":"Add a secondary price-delta trigger: if the lead asset's return vs baseline swings by Β±X% (agent-configurable threshold), fire early so the agent can re-evaluate rotation rather than waiting the full 90min on a position that may have invert"},"issues":[{"scope":"core","title":"open_intents metric shows 0 despite intent #28 being posted","detail":"Agent posted intent #28 per its wake log, and intent #28 appears in the fleet-wide count (28 posted). Yet metrics.open_intents=0 for momentum-nikita. Likely a metrics attribution lag or address mismatch in the per-agent intent count.","fix":"Verify that open_intents aggregation joins on the agent's signing address, not just the agent slug; reconcile with the fleet-wide posted count."},{"scope":"agent","title":"Wake script has no early-exit on momentum reversal","detail":"Agent commits to a 90min wait on intent #28 with no mechanism to re-evaluate if BTC momentum reverses intra-wait. A strong reversal could mean the agent holds a losing starter position until expiry.","fix":"Add a price-delta sentinel to current.ts: if lead-asset return crosses a negative threshold vs baseline, fireWake early with a 'momentum-reversed' reason so the agent can decide to cancel or hedge."}],"assessment":"Momentum-nikita is alive and correctly waiting: it ran once, posted BTC buy intent #28 (~25% starter), and its watcher is armed with 87min to fallback. The 0 open_intents display is a metrics discrepancy β€” intent #28 is in the fleet-wide posted count. The real question is whether lp-maker-matheus will fill at momentum-nikita's implied BTC price; the rebalancer-lior gap (63,348 vs 63,800/BTC) suggests the floor is roughly $452 wide."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last cycle β€” still fully crashed: armed=false, pidAlive=false, null wake script, $0.15 lifetime spend (one LLM call, indexing gap hides it as 0 wakes). The Step-1 focus question is answered: the primary blocker is the null wake_script_source β€” without a registered watcher the agent cannot revive regardless of market conditions. Secondary bloc","badge":"CRASHED, NULL WATCHER","confidence":"high","bottomLine":"Dual structural failure: wake_script_source is null (watcher never registered, agent cannot self-restart), and its only option-writer counterparty is also crashed. $0.15 lifetime burn proves one wake fired, but the agent has been dead since. Fleet has 0 live option supply for it to consume even if revived.","rootCause":{"class":"structural","evidence":"wake_script_source=null β†’ no watcher registered; armed=false, pidAlive=false both confirm dead process; option-writer-matheus also armed=false/pidAlive=false β€” 0 options written on-chain for option-taker to buy; settled_deals=not-indexed, open_intents=null"},"reasoningRead":"N/A β€” no mission reasoning observable. One LLM call ($0.15) fired at some point (likely initial boot or single wake attempt) but produced no indexed wake record and no on-chain action. Cannot assess reasoning quality from a single unrecorded call.","wakeTriggers":["MISSING: wake script is null β€” no trigger is registered at all","MISSING: no fallback scheduled (nextFallbackMin=null)","Should trigger on: new option intents from option-writer-matheus appearing on-chain; or a timed cadence to poll for cheap/near-decided options"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole fleet option writer for ETH/BTC β€” the only source of contracts this agent can take","available":"CRASHED: armed=false, pidAlive=false β€” w"},{"agent":"polymarket-ljuba","fit":"no","why":"Also buys options/binaries; a competitor for supply, not a counterparty","available":"CRASHED: armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"none β€” option-writer-matheus has been crashed the entire window and has posted 0 option intents; there is no option supply in the fleet for this agent to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher file exists or is readable; the agent cannot register any trigger","No fallback timer set; even a blind periodic wake (e.g. every 30–60 min) would at least keep the agent alive to scan for options"],"suggestedChange":"Write a current.ts that wakes on a 30-min fallback and polls for open option intents from option-writer-matheus's address; fire immediately if any ITM option exists, otherwise reschedule β€” this unblocks the agent without requiring option-wr"},"issues":[{"scope":"agent","title":"Null wake script β€” watcher never registered","detail":"wake_script_source is null; the watcher process is dead (pidAlive=false) and cannot self-restart. This is the hard blocker β€” fixing counterparty supply alone does nothing while this is unresolved.","fix":"Recreate current.ts with a 30-min fallback + option-intent poll trigger; re-register the watcher via the SDK start command"},{"scope":"agent","title":"Sole counterparty option-writer-matheus is also crashed","detail":"Even after watcher is restored, there is 0 option supply in the fleet. Lifetime deal count is 0. The market this agent targets does not exist while option-writer-matheus is down.","fix":"Revive option-writer-matheus in parallel; otherwise option-taker-matheus will wake, find nothing, and idle β€” correct behavior but zero-value until supply exists"}],"assessment":"Dual structural failure: wake_script_source is null (watcher never registered, agent cannot self-restart), and its only option-writer counterparty is also crashed. $0.15 lifetime burn proves one wake fired, but the agent has been dead since. Fleet has 0 live option supply for it to consume even if revived."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still fully crashed (armed=false, pidAlive=false) β€” no change since last run. The $0.15 lifetime burn equals last_wake_usd exactly, confirming one partial wake that never registered (wakes=0). wake_script_source=null meaning no watcher script was ever written to disk β€” the agent crashed before completing first-run initialization. open_intents remains null so","badge":"CRASHED β€” INIT FAIL","confidence":"medium","bottomLine":"option-writer-matheus has never completed a single wake cycle. Its sole $0.15 spend occurred before the wakes counter or watcher could register, indicating a crash in the first-run initialization path β€” likely in CLAUDE.md tooling, skill loading, or Pyth Benchmarks data fetch for the contrarian portfolio engine. No watcher = no fallback = permanently offline until manually restarted and the crash root cause fixed.","rootCause":{"class":"structural","evidence":"wakes=0 yet tokens_lifetime_usd=$0.15 (= last_wake_usd) confirms crash during first wake before counter incremented; wake_script_source=null confirms no watcher file was ever written; armed=false + pidAlive=false = fully dead"},"reasoningRead":"Cannot assess β€” no wake output, no watcher script, no reasoning trace available. The $0.15 burn is consistent with one LLM initialization call that errored before producing actionable output.","wakeTriggers":["MISSING: no watcher deployed (wake_script_source=null) β€” agent has never armed","MISSING: no fallback timer (nextFallbackMin=null) β€” will not self-recover"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for options this agent would write (ETH/BTC cash-settled)","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"polymarket-ljuba","fit":"maybe","why":"values Options vs Polymarket implied distribution; would buy mispriced options","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"arb-hunter-tom","fit":"no","why":"focuses on binary bets and swap arbitrage, not options","available":"ok β€” last_wake=13min ago"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher never armed, agent never scanned the book β€” and both natural option counterparties (option-taker-matheus, polymarket-ljuba) are also crashed, so there was likely nothing to take anyway","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists on disk; agent crashed before producing one","Cannot evaluate cadence, triggers, or mission fit β€” there is nothing to evaluate"],"suggestedChange":"Fix the first-run crash (see issues below) so the agent can produce a watcher; only then evaluate the script's mission fit"},"issues":[{"scope":"agent","title":"First-run initialization crash before watcher registration","detail":"$0.15 burned (one LLM call), wakes=0, wake_script_source=null β€” agent died in init before writing a watcher or incrementing its wake counter. Likely cause: Pyth Benchmarks data fetch for the contrarian engine failing, or a CLAUDE.md tool/skill load error on first run.","fix":"Retrieve the transcript/log for the $0.15 burn event; find the error; fix the CLAUDE.md initialization path (likely the Pyth return-data fetch or option-judge tool setup)"},{"scope":"agent","title":"No watcher deployed β€” agent cannot self-recover","detail":"Without a watcher armed, the agent will never wake again on its own. Even after fixing the crash, it needs a manual restart to re-enter the loop.","fix":"After fixing crash root cause, manually trigger a fresh run so the agent can produce and arm its watcher"},{"scope":"core","title":"open_intents=null β€” indexer not scanning this agent's on-chain address","detail":"Cannot determine whether the partial first wake posted any Option intents on-chain. The null (vs 0) is an indexer gap, not confirmed zero.","fix":"Add option-writer-matheus's agent address to the on-chain intent index so future cycles can report actual open intent count"},{"scope":"agent","title":"All Option counterparties crashed simultaneously","detail":"option-writer-matheus, option-taker-matheus, and polymarket-ljuba are all armed=false/pidAlive=false. Even if option-writer-matheus recovers, it has zero live buyers.","fix":"Prioritize restarting option-taker-matheus alongside option-writer-matheus β€” one writer with zero takers produces intents that expire worthless"}],"assessment":"option-writer-matheus has never completed a single wake cycle. Its sole $0.15 spend occurred before the wakes counter or watcher could register, indicating a crash in the first-run initialization path β€” likely in CLAUDE.md tooling, skill loading, or Pyth Benchmarks data fetch for the contrarian portfolio engine. No watcher = no fallback = permanently offline until manually restarted and the crash root cause fixed."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":4,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 lifetime burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been deployed β€” not crashed in the sense of a regression, but never started. The primary blocker is the absence of a wake script; the secondary (and unknowable from here) blocker is whether the Polymarket external API is reacha","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"polymarket-ljuba has never run a single wake (0 wakes, $0 burn, null wake_script_source). armed=false + pidAlive=false + nextFallbackMin=null is a true crash/never-started state, not a resting interval. The entire mission β€” pricing Options and BinaryBets against Polymarket's implied distribution β€” is structurally blocked until a wake script is written and registered.","rootCause":{"class":"structural","evidence":"wake_script_source=null (watcher never registered); armed=false; pidAlive=false; 0 wakes lifetime; no settled deals, no open intents. No script β†’ no wakes β†’ no pricing β†’ no trades. Secondary: Polymarket REST/WebSocket API reachability from this environment unverified β€” if blocked by egress policy, t"},"reasoningRead":"No reasoning to evaluate β€” the agent has never woken. The mission design is sound (arbitrage between an external probability oracle and on-chain priced Options/Binaries is a legitimate edge), but it is entirely unrealized. The risk of 'sound reasoning solving the wrong problem' doesn't apply yet; the problem is that the loop never started.","wakeTriggers":["MISSING: no wake script registered (wake_script_source=null) β€” nothing fires this agent","MISSING: no fallback timer (nextFallbackMin=null) β€” no safety net even if a script were deployed","MISSING: Polymarket API poll (required for mission pricing) β€” not implemented"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"writes ETH/BTC options polymarket-ljuba would value against Polymarket implied vol and buy if mispriced","available":"crashed (armed=false, pidAlive=false)"},{"agent":"option-taker-matheus","fit":"maybe","why":"also consumes options; could compete for the same mispriced legs, not a direct counterparty","available":"crashed (armed=false, pidAlive=false)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” polymarket-ljuba posts small-shade binaries when nothing's mispriced; these could cross, but arb-hunter-tom ta","available":"alive (last_wake=13min ago)"},{"agent":"lp-maker-matheus","fit":"no","why":"swap liquidity provider, not an options or binary counterparty","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, so it has never seen the book. Note: option-writer-matheus (the primary natural counterparty) is also crashed, so there may be no mispriced options to take even if the agent were live.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null) β€” nothing to evaluate","No fallback timer registered β€” agent would be permanently dark even after a script is written unless a nextFallbackMin is set","Mission requires live Polymarket API data (implied probability per market) β€” script must fetch and parse this before any pricing decision; API reachability in t"],"suggestedChange":"Write and register a wake script that: (1) fetches Polymarket market probabilities via their REST API, (2) compares implied prob against any open on-chain Options/BinaryBets, (3) fires a wake only when spread > threshold β€” with a fallback t"},"issues":[{"scope":"agent","title":"Wake script never deployed","detail":"wake_script_source=null, armed=false, pidAlive=false β€” the agent has never started. Primary fix is writing and registering a watcher.","fix":"Author a watcher that polls Polymarket API for implied probabilities, compares to on-chain option/binary prices, and wakes the agent when a mispriced spread is detected; register with a ~60min fallback."},{"scope":"core","title":"Polymarket external API reachability unverified","detail":"The mission is fully dependent on Polymarket's external REST endpoint. If egress to polymarket.com is blocked by this environment's network policy, the agent cannot function regardless of how well the wake script is written. This is a platform/infra concern, not agent-level.","fix":"Test egress to Polymarket API from the agent runtime environment (e.g., curl polymarket.com/api/... from the host). If blocked, either add an egress allowlist entry or designate a proxy β€” this fix benefits any future external-data-dependent agent."},{"scope":"agent","title":"No fallback timer configured","detail":"nextFallbackMin=null means even after a script is written, if the primary trigger condition is never met, the agent stays permanently dark with no safety heartbeat.","fix":"Set a fallback timer (suggest 60min) in the wake script registration so the agent wakes periodically to re-evaluate even if no pricing signal fires."}],"assessment":"polymarket-ljuba has never run a single wake (0 wakes, $0 burn, null wake_script_source). armed=false + pidAlive=false + nextFallbackMin=null is a true crash/never-started state, not a resting interval. The entire mission β€” pricing Options and BinaryBets against Polymarket's implied distribution β€” is structurally blocked until a wake script is written and registered."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":43,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":41,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":202}},"verdict":{"summary":"Graduated from never-run (armed=false, 0 wakes) to live in one productive wake: registered, approved USDC, and posted intent #13 (7 USDC β†’ 0.0001105 BTC, implied ~63,348/BTC). The intent does NOT cross lp-maker-matheus's BTC sell (asks ~63,800/BTC β€” $452 gap, ~0.7%). With last_wake_min_ago=32 and the Step-1 estimate of ~30min remaining on the intent, intent ","badge":"FIRST WAKE CLEAN","confidence":"high","bottomLine":"First wake succeeded end-to-end: prereq resolved, intent posted. But the single open BTC buy (7 USDC @ implied 63,348/BTC) has a $452 gap versus lp-maker's cheapest BTC sell (63,800/BTC) β€” no fleet cross is possible at current prices. Intent has likely expired; wake 2 is expected shortly via ownIntentResolved.","rootCause":{"class":"counterparty-starved","evidence":"rebalancer bid: 7 USDC / 0.0001105 BTC = 63,348 USDC/BTC; lp-maker-matheus ask: 12.76 USDC / 0.0002 BTC = 63,800 USDC/BTC β€” gap of $452 (~0.7%). No fleet agent is currently posting BTC at or below 63,348/BTC. lp-maker is the only BTC seller; the spread eats the cross."},"reasoningRead":"Sound and on-mission. Wake 1 correctly identified BTC as most underweight (-35pp), sized a $7 DCA slice, resolved the PosterNotRegistered prereq, and posted. No churn β€” one wake, one productive action. The problem is market structure (spread), not reasoning.","wakeTriggers":["ownIntentResolved on intent #13 (filled or expired)","setTimeout for US market open at 17:30 UTC 2026-06-08 (stock DCA trigger)","4h fallback (nextFallbackMin=211)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has live BTC sell (0.0002 BTC β†’ 12.76 USDC β‰ˆ 63,800/BTC) but $452 above rebalancer's implied bid; also size mismatch (lp-maker sells 0.0002 ","available":"ok β€” 12 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arb on CEX feed β€” could bridge price gap if CEX BTC dips to ~63,348 and on-chain spread creates arb, but this is indirect","available":"ok β€” last_wake=13min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” would sell BTC if stretched above trailing avg; unknown current BTC positioning","available":"ok β€” armed, nextFallback=54min"},{"agent":"momentum-nikita","fit":"no","why":"Concentrates into movers β€” not a natural BTC seller at current conditions","available":"ok β€” last_wake=4min ago"}],"reliableCounterparties":0,"missedOpportunities":"None identifiable β€” rebalancer's mission is to post patient DCA slices, not take others' offers. lp-maker's smallest BTC unit (0.0002 BTC for 12.76 USDC) exceeds rebalancer's target size (0.0001105 BTC) and is priced above its implied bid. No takeable BTC sell at or below 63,348/BTC exists on the book.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved poll is exactly right β€” when the DCA slice fills or expires, re-decide immediately rather than waiting for a blind timer","US market open trigger (17:30 UTC) is mission-appropriate for stock DCA legs β€” proactive rather than purely reactive","4h fallback is patient and appropriate for a DCA agent that thinks in hours, not minutes","Zero-LLM, PID-registered, and can't fire on a non-empty book β€” structurally clean"],"lacking":["No price-drift trigger: if BTC spot drops ~0.7% to close the lp-maker gap, the watcher won't wake early to reprice or repost β€” it will just wait for expiry"],"suggestedChange":"Add a belt price check in the watchLoop: if current BTC price drops below rebalancer's last-posted implied (e.g., < 63,000/BTC) or rises enough to widen the underweight, fireWake early to cancel-and-repost at a more competitive rate β€” narro"},"issues":[{"scope":"agent","title":"No price-adaptive repricing between wakes","detail":"Intent #13 is posted at a fixed 63,348/BTC implied. lp-maker's cheapest BTC is 63,800/BTC. If BTC price moves during the intent's life, the watcher won't reprice β€” it waits for expiry (up to 4h) before the agent can re-evaluate.","fix":"In watchLoop, poll current BTC oracle price; if it has moved enough that a re-posted intent would cross lp-maker (or that the underweight has deepened further), call fireWake early with a 'reprice' reason. Keeps DCA competitive without thrashing."},{"scope":"agent","title":"Intent size mismatches lp-maker's minimum unit","detail":"Rebalancer wants 0.0001105 BTC; lp-maker's open BTC sell is 0.0002 BTC minimum. Even if price gap closed, lp-maker can't partially fill. Agent may need to either adjust slice size or accept that lp-maker's intent format doesn't support partial fills.","fix":"Check whether lp-maker intents support partial delivery; if not, consider sizing the DCA slice to 0.0002 BTC (~12.76 USDC) when BTC is the target β€” matches lp-maker's unit and removes size mismatch as a blocker."}],"assessment":"First wake succeeded end-to-end: prereq resolved, intent posted. But the single open BTC buy (7 USDC @ implied 63,348/BTC) has a $452 gap versus lp-maker's cheapest BTC sell (63,800/BTC) β€” no fleet cross is possible at current prices. Intent has likely expired; wake 2 is expected shortly via ownIntentResolved."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last run: still never-deployed β€” 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false, no fallback. Two independent blockers confirmed: (1) deployment failure β€” agent cannot run until a wake script is loaded and watcher armed; (2) mission-level size mismatch β€” 0.50 USDC per-wake slice vs lp-maker-matheus's ~12.48 USDC minimu","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"stacker-massimo remains fully undeployed β€” 0 wakes, $0 lifetime cost, null wake script. Two separate blockers: the watcher is not armed (deployment failure, scope: agent), and the mission's 0.50 USDC slice is 25Γ— smaller than lp-maker-matheus's minimum sNVDA offer (~12.48 USDC), so even a healthy deployment produces an agent that posts intents no counterparty can fill (scope: mission/agent). These are independent β€” resolving only deployment still yields 0 deals.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false across two consecutive cycles; lp-maker-matheus sNVDA minimum ~12.48 USDC vs mission slice 0.50 USDC (25Γ— gap); no other sNVDA seller visible in fleet roster"},"reasoningRead":"N/A β€” agent has never executed a reasoning loop. No wake script exists to evaluate. The mission spec itself contains the size mismatch (0.50 USDC slice), which is the wrong parameter regardless of how sound any future wake script might be.","wakeTriggers":["MISSING: no wake script loaded β€” watcher cannot arm","MISSING: no fallback timer scheduled"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA seller in fleet; minimum lot ~12.48 USDC vs stacker's 0.50 USDC slice β€” 25Γ— size gap, structurally incompatible at current missio","available":"alive, 11 open intents, but none fillabl"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but even with book visibility, lp-maker-matheus's minimum sNVDA offer exceeds stacker's slice by 25Γ—; no fillable opportunity exists at current mission parameters","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” null source, cannot evaluate fit-to-mission","Even a correct watcher cannot bridge the 0.50 USDC vs 12.48 USDC size mismatch β€” that requires a mission parameter change"],"suggestedChange":"Fix deployment first (load a wake script, arm the watcher), then raise the per-wake slice from 0.50 USDC to at least 12.50 USDC in the mission config to align with lp-maker-matheus's minimum lot β€” otherwise the agent wakes, finds no fillabl"},"issues":[{"scope":"agent","title":"Deployment failure: no wake script, watcher never armed","detail":"wake_script_source=null, armed=false, pidAlive=false for two consecutive cycles. Agent has never run a single wake. No fallback scheduled.","fix":"Load a wake script into stacker-massimo and arm the watcher with a fallback timer. This is a prerequisite for any other fix."},{"scope":"agent","title":"Mission size mismatch: 0.50 USDC slice incompatible with available sNVDA liquidity","detail":"lp-maker-matheus is the only sNVDA seller in the fleet; its minimum offer is ~12.48 USDC. stacker-massimo's mission hard-codes 0.50 USDC per wake β€” a 25Γ— shortfall. Deployment alone cannot fix this.","fix":"Raise the per-wake USDC slice to β‰₯12.50 USDC in stacker-massimo's mission config (CLAUDE.md or equivalent), or negotiate smaller-lot sNVDA availability from lp-maker-matheus at the fleet level."}],"assessment":"stacker-massimo remains fully undeployed β€” 0 wakes, $0 lifetime cost, null wake script. Two separate blockers: the watcher is not armed (deployment failure, scope: agent), and the mission's 0.50 USDC slice is 25Γ— smaller than lp-maker-matheus's minimum sNVDA offer (~12.48 USDC), so even a healthy deployment produces an agent that posts intents no counterparty can fill (scope: mission/agent). These are independent β€” resolving only deployment still yields 0 deals."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":779469,"w5Usd":0.56,"w5PctPool":0.3,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":779469,"w7Son":779469,"hourly":[0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":19,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":278,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":true,"nextFallbackMin":44}},"verdict":{"summary":"First real analysis β€” no prior baseline. Agent ran exactly one LLM call ($0.56, entire lifetime spend in a single invocation) then crashed before the watcher could arm. wakes=0 despite $0.56 last_wake_usd is a contradiction indicating the wake counter was never incremented β€” the crash happened mid-first-wake, before completion. No intents posted, no wake scr","badge":"CRASHED FIRST WAKE","confidence":"medium","bottomLine":"Swing-nikita spent its entire $0.56 budget in one LLM call and died before posting a single intent or arming its watcher. The crash site is unknown (no logs, no recent_wakes, no wake_script_source), but the wakes=0 / last_wake_usd=$0.56 contradiction points to a fatal error inside the first wake execution β€” likely before the dislocation analysis completed or the intent was constructed.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, wakes=0, last_wake_usd=$0.56 (= tokens_lifetime_usd), open_intents=null, settled_deals_detail=[], wake_script_source=null β€” agent never completed a single cycle"},"reasoningRead":"Unmeasurable β€” no reasoning trace exists. The $0.56 single-call spend suggests a full LLM invocation occurred (likely oracle fetch + trailing-average computation + trade decision), but it produced no logged output. Cannot confirm whether it identified a dislocation target or not. Sound reasoning solving the wrong problem is not possible to assess here; the problem is the agent never got far enough","wakeTriggers":["MISSING: wake script never written (wake_script_source=null) β€” watcher was never initialized"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP posts bilateral swap intents for ETH, BTC, SSV, sAAPL, sNVDA, sMSFT vs USDC β€” all valid dislocation targets for a mean-reversion strategy","available":"alive, armed=true, 12 open intents expir"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalancer posts directional delivered swaps that could cross with swing's fade if directions align","available":"crashed (armed=false, pidAlive=false)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent crashed before watcher initialized, so it never scanned lp-maker-matheus's 12 open swap intents. In principle those intents (ETH/BTC/SSV/synthetic equities vs USDC) are exactly the assets swing-nikita should be evaluating for dislocation, but no analysis ran.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher was ever written or persisted; agent cannot self-restart","No fallback timer set (nextFallbackMin=null) β€” if the crash recurs, there is no recovery path","Without a watcher, the agent cannot check trailing averages on any cadence or react to book events"],"suggestedChange":"Fix the crash that prevents first-wake completion so a watcher can be written; the watcher should fire on a time cadence (e.g. every 30-60 min) rather than order-book events β€” swing is a patient mean-reversion strategy, not a reactive respo"},"issues":[{"scope":"agent","title":"Fatal crash on first wake β€” no watcher ever armed","detail":"$0.56 burned in one invocation, wakes counter stuck at 0, no intent posted, no wake script written. The agent's CLAUDE.md or initialization logic has an unhandled error path that kills the process before the wake completes.","fix":"Inspect the agent's startup logs for the exception; the most likely culprits are an unhandled promise rejection in oracle data fetching, a schema mismatch in trailing-average computation, or a missing SDK import. Fix the crash, confirm one full wake completes, then verify the watcher is written to d"},{"scope":"core","title":"wakes=0 despite last_wake_usd=$0.56 β€” wake accounting inconsistency","detail":"The metrics show a $0.56 spend attributed to last_wake_usd but wakes=0. The wake counter is either incremented at end-of-wake (so a crash mid-wake leaves it at 0) or the indexer is not capturing the spend event correctly. This makes it impossible to distinguish 'never ran' from 'crashed mid-first-ru","fix":"Increment the wake counter at wake-start (not wake-end) in the SDK, or emit a wake-start event the indexer can latch onto β€” so a crashed wake is recorded as wakes=1 with a null completion status rather than invisible."}],"assessment":"Swing-nikita spent its entire $0.56 budget in one LLM call and died before posting a single intent or arming its watcher. The crash site is unknown (no logs, no recent_wakes, no wake_script_source), but the wakes=0 / last_wake_usd=$0.56 contradiction points to a fatal error inside the first wake execution β€” likely before the dislocation analysis completed or the intent was constructed."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged since last run: vulture-andrew has never executed β€” 0 wakes, $0 lifetime burn, wake_script_source is null. This is a deployment gap, not a crash. lp-maker-matheus now holds 11 open swap intents expiring in ~43-48 min at prices vulture's mission explicitly targets (e.g., BTC sell at ~63,800/BTC vs rebalancer-lior's implied 63,348/BTC β€” a $452 spread","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"vulture-andrew is fully uninitialized: 0 wakes, null wake script, armed=false, pidAlive=false. lp-maker-matheus has 11 swap intents on the book right now β€” the exact mispricing surface vulture's mission targets β€” all expiring in <50 min. The sole blocker is a missing wake script deployment; nothing else can be diagnosed until it runs once.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null; 0 wakes ever; 11 lp-maker-matheus swap intents on book, 0 taken"},"reasoningRead":"Unmeasurable β€” agent has never run. No reasoning has been produced to evaluate.","wakeTriggers":["MISSING: no wake script exists at all β€” watcher cannot arm, agent cannot wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"11 open swap intents on book right now at prices vulture should be scanning; lp-maker-matheus is the primary mispricing surface for a taker-","available":"alive, health=ok, 11 intents expiring ~4"},{"agent":"rebalancer-lior","fit":"maybe","why":"has a live 7 USDCβ†’0.0001105 BTC intent; vulture could post a sharper baited counter-intent","available":"alive, intent expires ~30 min"},{"agent":"arb-hunter-tom","fit":"no","why":"both are takers β€” no counterparty relationship; they compete for the same edges","available":"alive, last_wake=13 min ago"}],"reliableCounterparties":1,"missedOpportunities":"11 lp-maker-matheus swap intents currently on book, all in vulture's target mispricing class β€” 0 taken because agent has never run. Opportunity window closes in <50 min as intents expire.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists at all; agent cannot arm or fire under any condition"],"suggestedChange":"Deploy a wake script that polls open swap intents on the book, filters for spread vs oracle above a threshold (e.g. >0.5%), and fires immediately β€” with a fallback interval of ~15 min for binary near-decided scans."},"issues":[{"scope":"agent","title":"Wake script never deployed β€” agent permanently uninitialized","detail":"wake_script_source=null means no watcher has ever armed. This is not a crash recovery situation; vulture-andrew requires a first-time initialization. Every open mispriced intent on the book (currently 11 from lp-maker-matheus) is a missed edge the mission explicitly calls for.","fix":"Write and deploy a current.ts wake script for vulture-andrew that: (1) reads open swap intents, (2) computes spread vs oracle, (3) fires the agent when spread > threshold or a binary is near-decided, (4) has a 10-15 min fallback. This single action unblocks all downstream function."}],"assessment":"vulture-andrew is fully uninitialized: 0 wakes, null wake script, armed=false, pidAlive=false. lp-maker-matheus has 11 swap intents on the book right now β€” the exact mispricing surface vulture's mission targets β€” all expiring in <50 min. The sole blocker is a missing wake script deployment; nothing else can be diagnosed until it runs once."}}],"unattributed":{"sessions":79,"tokens":36489661,"usd":24.68,"w5":36489661,"w5Usd":24.68,"hourly":[0,0.03,0.51,12.86,11.28,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":225,"tokens":5711846,"usd":14.57,"w5":5382516,"w5Usd":13.6,"hourly":[2.4,0,1.22,5.4,4.58,0.97,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":63309326,"grandUsd":51.06,"grandSessions":322,"attributedTokens":21107819,"unattributedTokens":36489661,"boardTokens":5711846,"reassembledTokens":63309326,"tokensBalance":true,"attributionPct":36.6,"multiMatchSessions":0,"sessionsScanned":1105,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (5/12 agents addressed)","dedup":{"rawMsgs":2795,"dedupedMsgs":1232,"rawTokens":134454338,"dedupedTokens":63309326,"dupRatio":2.124}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T17:59:38.116Z","swarm":{"headline":"MAKER LIVE, FLEET DARK","funnel":{"posted":28,"settled":1,"conversionPct":3.6,"byTemplate":{"Swap":{"posted":28,"settled":1,"conversionPct":3.6}}},"liquidityMap":[{"market":"BTC/USDC","flow":"lp-maker-matheus (ask 63,800) ⇄ rebalancer-lior (bid 63,348) + momentum-nikita (intent #28, bid TBD)","status":"FROZEN β€” $452 spread (0.7%) blocks cross; 2 buyers armed, 1 seller, 0 fills"},{"market":"sAAPL/USDC","flow":"lp-maker-matheus (both sides) ⇄ arb-hunter-tom (attempted intent #23)","status":"RACE LOST β€” arb-hunter found +101bps edge but 0x1a74 took it first; crypto-give "},{"market":"ETH/USDC","flow":"lp-maker-matheus only (13.4 USDCβ†’0.008 ETH + 0.01 ETHβ†’16.92 USDC)","status":"ORPHANED β€” no armed fleet taker; arb-hunter blocked on ETH-give leg"},{"market":"SSV/USDC","flow":"lp-maker-matheus only (8.4 USDCβ†’4 SSV + 2 SSVβ†’4.24 USDC)","status":"ORPHANED β€” no armed fleet taker"},{"market":"sMSFT/USDC","flow":"lp-maker-matheus only (both sides posted)","status":"ORPHANED β€” no armed fleet taker"},{"market":"sNVDA/USDC","flow":"lp-maker-matheus (both sides) ⇄ stacker-massimo (mission target, never deployed)","status":"ORPHANED β€” stacker never deployed; 25Γ— size mismatch (0.50 USDC slice vs ~12.48 "}],"causalLinks":[{"cause":"lp-maker-matheus is the sole active maker across all 6 markets","effect":"All 11 open intents are lp-maker's; no fleet taker can meet its prices or asset requirements β€” fleet internal deal count","evidence":"28 posted, 1 settled (3.6% conversion); sole deal: '0x1a74…7A77 ↔ LP-Maker-Matheus [Swap] settled'; 0 settled deals among arb-hunter-tom, rebalancer-lior, momentum-nikita"},{"cause":"BTC ask/bid spread: lp-maker asks 63,800/BTC, rebalancer bids 63,348/BTC","effect":"BTC market frozen β€” rebalancer-lior intent expiring imminently and momentum-nikita intent #28 both waiting; neither will","evidence":"rebalancer: 7 USDC / 0.0001105 BTC = 63,348; lp-maker: 12.76 USDC / 0.0002 BTC = 63,800; $452 gap confirmed in both agent summaries"},{"cause":"arb-hunter-tom holds USDC only","effect":"Cannot fill ~half of lp-maker's book (crypto-give legs require BTC/ETH/SSV/sAAPL/sMSFT); lost the only viable USDC-give ","evidence":"W3 log: 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg'; AcceptIntentAlreadyTakenError on intent #23 taken by 0x1a74; 0 settled deals"},{"cause":"vulture-andrew never initialized (0 wakes, null script, armed=false)","effect":"lp-maker's 11 open intents β€” exact mission target for vulture-andrew β€” are expiring without a fleet taker; external part","evidence":"vulture-andrew: wake_script_source=null, armed=false, pidAlive=false; 11 lp-maker intents on book expiring in 35–60min; reliableCounterparties=1 (lp-maker)"},{"cause":"option-writer-matheus crashed during first-wake init (wakes=0, $0.15 burn, null script)","effect":"Entire binary options supply chain offline β€” option-taker-matheus has nothing to buy, mimic-ljuba has no signal source; ","evidence":"option-writer: wake_script_source=null, armed=false, pidAlive=false; option-taker: same state; mimic-ljuba: same state β€” all three across β‰₯2 consecutive observer cycles"},{"cause":"7 agents armed=false + pidAlive=false + null wake_script across β‰₯2 cycles","effect":"Fleet effective taker count = 3 (arb-hunter, rebalancer, momentum-nikita) against a book built for 10+; conversion stuck","evidence":"bear-yosher, mimic-ljuba, option-taker-matheus, option-writer-matheus, polymarket-ljuba, stacker-massimo, vulture-andrew: all null script, 0 wakes, $0 (or one crashed-wake cost)"}],"insights":[{"severity":"critical","title":"7-agent deployment blackout β€” binary options chain fully offline","detail":"bear-yosher, mimic-ljuba, option-taker-matheus, option-writer-matheus, polymarket-ljuba, stacker-massimo, vulture-andrew all show armed=false, pidAlive=false, wake_script_source=null across β‰₯2 consecutive observer cycles β€” no self-healing in progress","evidence":"7 agents Γ— null wake_script_source, 0 lifetime wakes among them; option-writer crash propagates: blocks option-taker β†’ blocks mimic-ljuba; vulture-andrew = 0 wakes despite 11 live lp-maker targets","scope":"fleet","fix":"Manual bootstrap required per agent. Priority: (1) vulture-andrew β€” immediate revenue, 11 lp-maker intents on book now expiring within 60min; (2) option-writer-matheus β€” unlocks 3-agent binary options chain; (3) stacker-massimo β€” needs size-mismatch fix in CLAUDE.md before deploy"},{"severity":"critical","title":"0 fleet-internal deals β€” only external party settled","detail":"28 intents posted, 1 settled (3.6% conversion). The single settled deal was 0x1a74 (external) ↔ lp-maker-matheus β€” not a fleet match. All 3 armed taker agents (arb-hunter-tom, rebalancer-lior, momentum-nikita) hold 0 settled deals.","evidence":"Recent deals: ['0x1a74…7A77 ↔ LP-Maker-Matheus [Swap] settled']; orient confirms 'fleet internal deal count remains 0'","scope":"fleet","fix":"Three parallel unlocks: deploy vulture-andrew (takes lp-maker intents directly), close BTC spread (enables rebalancer + momentum-nikita crosses), fund arb-hunter-tom with multi-asset wallet"},{"severity":"warn","title":"BTC market frozen β€” $452 maker/taker spread","detail":"rebalancer-lior bids 63,348/BTC (intent expiring imminently); lp-maker-matheus asks 63,800/BTC. momentum-nikita's intent #28 (BTC buy) also awaiting fill. Two armed buyers, one seller, zero crosses.","evidence":"rebalancer: 7 USDC / 0.0001105 BTC = 63,348; lp-maker: 12.76 USDC / 0.0002 BTC = 63,800; $452 gap (0.71%) confirmed in both agent summaries","scope":"fleet","fix":"lp-maker-matheus CLAUDE.md could lower BTC ask toward 63,350 to capture both buyers; alternatively rebalancer-lior could accept a ~0.7% premium on its BTC target price"},{"severity":"warn","title":"arb-hunter-tom USDC-locked β€” half the book inaccessible","detail":"arb-hunter holds USDC only. Of lp-maker's 11 open intents, roughly half require giving crypto (BTC, ETH, SSV, sAAPL, sMSFT, sNVDA). The sole USDC-give opportunity found (sAAPL intent #23, +101bps, $0.13 profit) was taken by external 0x1a74 in a race.","evidence":"W3 self-report: 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg'; AcceptIntentAlreadyTakenError on intent #23; 3 wakes, 0 settled deals","scope":"fleet","fix":"Fund arb-hunter-tom wallet with ETH, BTC, SSV to access full lp-maker book; or narrow CLAUDE.md mission to USDC-give-only arb and optimize execution speed to beat external racers"},{"severity":"warn","title":"vulture-andrew undeployed while target intents expire","detail":"vulture-andrew's explicit mission is to take expiring lp-maker swap intents. lp-maker has 11 open intents (BTC, ETH, SSV, sNVDA, sMSFT, sAAPL) expiring in 35–60min. vulture has never run: 0 wakes, $0 burn, null script.","evidence":"11 lp-maker intents in open book; vulture-andrew summary: wake_script_source=null, armed=false, pidAlive=false, reliableCounterparties=1 (lp-maker identified as sole counterparty)","scope":"fleet","fix":"Bootstrap vulture-andrew immediately β€” its target window is live and closing within the hour"},{"severity":"ok","title":"3 taker agents graduated to live this cycle","detail":"arb-hunter-tom (3 wakes, found real +101bps sAAPL edge), rebalancer-lior (clean first wake, intent #13 live), momentum-nikita (first wake, intent #28 posted) all armed with scheduled fallbacks β€” healthy progression from 0 last cycle.","evidence":"arb-hunter: armed=true, pidAlive=true, nextFallbackMin=109; rebalancer: armed=true, nextFallbackMin=204; momentum-nikita: armed=true, nextFallbackMin=80; swing-nikita: armed=true, pidAlive=true, nextFallbackMin=46","scope":"fleet","fix":"None β€” monitor BTC spread resolution for rebalancer + momentum-nikita fills; swing-nikita wakes in ~46min"}],"fleetMoves":[{"scope":"fleet","action":"Bootstrap vulture-andrew now β€” 11 lp-maker intents are its exact mission target and expire within 60min; every minute it's dark is a missed fleet-internal deal"},{"scope":"fleet","action":"Close the BTC spread: lp-maker ask (63,800) vs rebalancer + momentum-nikita bids (~63,348) has a $452 gap; lp-maker lowering its BTC ask to ~63,350 would produce up to 2 fleet-internal BTC deals immediately"},{"scope":"fleet","action":"Bootstrap option-writer-matheus to unlock the 3-agent binary options chain (option-writer β†’ option-taker-matheus β†’ mimic-ljuba); all three are stuck at null wake_script, one init failure cascades"},{"scope":"fleet","action":"Fund arb-hunter-tom wallet with ETH/BTC/SSV β€” USDC-only constraint locks it out of ~half of lp-maker's book; with multi-asset, it becomes the primary internal taker for crypto-give intents"}],"at":"2026-06-08T18:01:58.176Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"MAKER LIVE, TAKERS WAKING","healthDelta":"Better than last run: arb-hunter-tom and swing-nikita have graduated from never-run/crashed to armed-and-alive (both pidAlive=true), and rebalancer-lior now has a live intent on the book β€” but the sole settled deal (lp-maker-matheus ↔ 0x1a74) was external, not a fleet match, so internal fleet liquid","focusAreas":["3 taker-capable agents (arb-hunter-tom last_wake=13min, swing-nikita nextFallback=54min, momentum-nikita last_wake=4min) are alive but have taken 0 of lp-maker-matheus's 11 open swap intents β€” diagnos","Rebalancer-lior's 7 USDC β†’ 0.0001105 BTC intent expires in ~30min; lp-maker-matheus has a matching BTC sell (0.0002 BTC β†’ 12.76 USDC β‰ˆ 63,800/BTC) vs rebalancer's implied 63,348/BTC β€” a ~$452 gap; doe","7 agents remain fully crashed (armed=false, pidAlive=false): bear-yosher, mimic-ljuba, option-taker-matheus, option-writer-matheus, polymarket-ljuba, stacker-massimo, vulture-andrew β€” no change since ","Funnel: 28 posted, 12 open, 1 settled β†’ 3.6% conversion; the single settle was external (0x1a74), not fleet β€” fleet internal deal count remains 0"],"perAgentFocus":{"arb-hunter-tom":"Agent is now ALIVE (armed=true, pidAlive=true, last_wake=13min ago) after prior never-run status β€” what did its first wake(s) actually do: did it inspect lp-maker-matheus's 11 open swap intents, and if so why did it not take any? Is it post","bear-yosher":"Still crashed (armed=false, pidAlive=false) with $0.78 lifetime burn suggesting one completed LLM cycle β€” what specifically prevents re-arming: is it a missing wake script, a crash in the watcher registration step, or something else in its ","lp-maker-matheus":"Sole active maker with 11 open intents and 1 settled deal (external 0x1a74, not fleet) and $7.04 5h burn β€” are its posted prices (e.g. BTC sell at ~63,800/BTC, ETH sell at ~1,692 USDC/ETH) competitive enough for the 3 live taker-agents to p","mimic-ljuba":"Still never-run (armed=false, $0 burn) β€” its mission requires BinaryBet supply from arb-hunter-tom, vulture-andrew, and option-writer-matheus, all of which are crashed or binary-supply-absent; is there any path for mimic-ljuba to run produc","momentum-nikita":"Alive and recently woke (last_wake=4min ago, armed=true, nextFallback=88min) but 0 deals and 0 open intents β€” did its latest wake identify a momentum leader and decide not to post (cash signal), or is it failing to post intents it intends t","option-taker-matheus":"Still crashed (armed=false, $0.15 lifetime burn, one partial wake) β€” its only supply-side counterparty option-writer-matheus is also crashed; is the blocking issue the wake script being null, a watcher registration failure, or the absence o","option-writer-matheus":"Still crashed (armed=false, $0.15 lifetime burn, likely one partial wake, open_intents=null) β€” did its partial wake post any Option intents that are now open on-chain (check on-chain vs null metric), and what specifically caused the crash b","polymarket-ljuba":"Still never-run (armed=false, $0 burn, null wake script) β€” is the Polymarket external API endpoint reachable from this environment, and has a wake script ever been deployed? Without external API access the entire mission is structurally blo","rebalancer-lior":"Now ALIVE (armed=true, nextFallback=212min) with 1 live intent (7 USDC β†’ 0.0001105 BTC, ~30min left) β€” does this intent cross lp-maker-matheus's BTC sell (0.0002 BTC β†’ 12.76 USDC β‰ˆ 63,800/BTC vs rebalancer's ~63,348/BTC implied)? Will it ex","stacker-massimo":"Still crashed AND structurally mismatched (prior cycle: 0.50 USDC slice vs lp-maker-matheus's 12.48 USDC minimum sNVDA offer = 25x size gap) β€” is the wake script missing the only blocker, or is the size mismatch a separate mission-level pro","swing-nikita":"Now ALIVE (armed=true, pidAlive=true, nextFallback=54min) after prior crashed/never-completing status β€” it last woke 268min ago (4.5h); is the 54-min fallback cadence appropriate for a swing trader, and in its first successful wake did it i","vulture-andrew":"Still never-run (armed=false, $0 burn, null wake script) β€” lp-maker-matheus has 11 swap intents expiring in 43-48min that are exactly the mispricing surface vulture's mission targets; is the sole blocker a missing wake script deployment, an"},"ctas":[{"scope":"fleet","text":"Investigate why arb-hunter-tom and momentum-nikita (both alive, recently woke) have taken 0 of lp-maker-matheus's 11 open swap intents β€” check their wake-script logic to confirm they are scanning the "},{"scope":"fleet","text":"Rebalancer-lior's 7 USDC β†’ 0.0001105 BTC intent expires in ~30min with a ~$452/BTC price gap vs lp-maker-matheus's BTC sell β€” verify whether this crosses on the platform's matching logic or expires un"},{"scope":"agent","text":"Deploy wake scripts for vulture-andrew and polymarket-ljuba (both null) β€” vulture-andrew has immediate mispricing surface (11 lp-maker-matheus intents expiring in <48min); polymarket-ljuba needs exter"},{"scope":"agent","text":"Diagnose bear-yosher and swing-nikita watcher registration failure β€” both burned LLM cost ($0.78 and $0.56) but failed to arm; the crash point (before vs after watcher.arm() call) determines whether t"},{"scope":"core","text":"stacker-massimo's 0.50 USDC per-wake slice is 25x below lp-maker-matheus's minimum sNVDA offer size β€” either the SDK needs sub-minimum partial-fill support or stacker's CLAUDE.md needs a mission resiz"}],"at":"2026-06-08T17:52:33.948Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T18:17:10.149Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":69765369,"used5hUsd":52.73,"used7d":73653783,"used7dUsd":57.19,"pct5h":27.9,"pct7d":3.1,"estPct5h":27.9,"estPct7d":3.1,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":69765369,"used7d":73653783,"cap5h":88000000,"cap7d":1000000000,"pct5h":79.3,"pct7d":7.4,"isReal":false,"source":"estimate","estPct5h":79.3,"estPct7d":7.4,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":80.3,"sonnetPct7d":7.5,"estSonnetPct7d":7.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":64271586,"w7":67513794,"tot":67513794},"haiku":{"w5":5473972,"w7":6120178,"tot":6120178}},"fleet":{"agentsUp":7,"lifetimeTokens":73653783,"lifetimeUsd":57.19,"sessions":350,"deals":2,"openIntents":15,"totalIntents":35},"oracle":{"USDC":1,"ETH":1687.69,"BTC":63582.47,"SSV":2.13,"AAPL":304.78,"NVDA":209.01,"MSFT":412.31},"oracleAt":"2026-06-08T18:15:07.937Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":45,"wakes":5,"firstWakeMs":1780927992000,"lastWakeMs":1780942212000,"ageMin":7,"lastWhy":"No binary bet has taker side in CEX money. No swap edge clears 10bps minimum with my USDC. The apparent USDCβ†’USDC swap e","repeatWakes":1,"avgGapMin":119,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780949719439,"watching":"new binary bet or swap intent, or BTC oracle ≀ $63,458 near bet-31 expiry (2h fallback)","armed":true,"nextFallbackMin":118}},"verdict":{"summary":"W4 delivered the first settled deal β€” swap #22 (4.24 USDC β†’ 2 SSV, +57bps, deal #1 settled), portfolio now $95.76 USDC + 2 SSV β‰ˆ $100 at oracle. The mimic-ljuba BinaryBet (8+6.55 USDC, 19:00 UTC expiry) was on the book during W3 (18:27, ~33min to expiry) but agent reported 'no binary bets' β€” either the bet posted after 18:27 and the watcher's new-intent trig","badge":"FIRST DEAL, GAP FOUND","confidence":"medium","bottomLine":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets.","rootCause":{"class":"structural","evidence":"W3 (18:27): 'no binary bets' despite mimic-ljuba's bet having ~33min left. W4 (19:25): post-expiry, took a swap instead. Watcher's seen-set baseline on arm means any bet already on-book never triggers a wake, regardless of approaching expiry or CEX oracle divergence. The 2h fallback (118min remainin"},"reasoningRead":"Sound for swaps β€” correctly ranked SSV at +57bps above sAAPL/sNVDA due to market-hours risk, took the cleanest edge available. Binary bet evaluation is unmeasurable this cycle (can't confirm bet was on-book at W3 vs posted later). No churn; each wake made a distinct decision. The problem is not reasoning quality β€” it's watcher architecture silently suppressing valid opportunities before the agent ","wakeTriggers":["New binary bet posted (correct for newly-arrived bets)","New swap intent posted (any kind β€” edge filter happens in-agent)","2h hard fallback","MISSING: re-evaluation trigger for baseline bets approaching expiry (≀45min) with potential CEX oracle divergence"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets arb-hunter is designed to take when CEX oracle diverges; current bet (8+6.55 USDC, ~55% side A) is exactly the target surfa","available":"ok β€” but the 19:00 UTC bet has expired; "},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts resting swap intents (11 on book per Step-1); arb-hunter's fallback surface β€” already proved viable (swap #22, #23 attempt)","available":"ok, 11 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also prices binaries against Polymarket; could post bets arb-hunter can take if CEX diverges from Polymarket implied","available":"ok, 0 deals, mission active"},{"agent":"vulture-andrew","fit":"no","why":"Same taker role β€” competitor for the same opportunities, not a counterparty","available":"unknown/undeployed"}],"reliableCounterparties":2,"missedOpportunities":"mimic-ljuba BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~55% side A implied): window open at W3 (18:27, ~33min remaining) but agent reported 'no binary bets'. If CEX oracle was materially above 55% side A at that time, this was a takeable edge β€” unmeasurable now because (a) we lack the CEX probability at 18:27, and (b) it's unclear whether the bet was already in the watcher's baseline or posted afte","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new binary bets and new swap intents β€” correct surfaces for latency arb","Baseline-then-delta prevents spurious wakes on stale book state","60s poll cadence appropriate for latency-sensitive mission","2h fallback ensures agent doesn't sleep forever in a quiet book","Zero-LLM watcher β€” correct"],"lacking":["Baseline-then-delta silently drops any bet already on-book when watcher arms β€” these never fire a wake even if they have 45min left and the CEX oracle diverges ","2h fallback is too coarse for a mission whose primary surface (binary bets) can have windows of 30-60min β€” agent can sleep through the entire opportunity"],"suggestedChange":"Add a near-expiry sweep inside the watch loop: for bets already in 'seen', if expiry is within 45min, re-emit them as candidates (fireWake) so the agent can re-evaluate oracle divergence. Alternatively, reduce the fallback to 30min β€” simple"},"issues":[{"scope":"agent","title":"Watcher baseline silently drops existing binary bets","detail":"The seen-set is populated on arm, and newMatches() only fires on intents NOT in seen. A binary bet already on-book when the watcher starts is permanently invisible until the next full wake (at most 2h later). This is exactly what likely caused the mimic-ljuba bet miss.","fix":"In the watch loop, after baseline is set, check seen-set bets for expiry ≀45min and call fireWake() for them β€” treating near-expiry as equivalent to 'new' for arb purposes."},{"scope":"agent","title":"2h fallback too coarse for 30-60min binary bet windows","detail":"Primary mission is near-decided binary bets. A bet posted at T=0 expiring at T+45min may be missed entirely if the watcher arms at T=5 with a 2h fallback and no new intents post. W4 at 19:25 ran 25min after the 19:00 bet expired.","fix":"Reduce fallbackMs to 30 * 60_000 (30min). Simple, no logic change, ensures at least one re-evaluation per typical binary bet window."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 explicitly noted 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg.' With 2 SSV now held from deal #1, this is partially resolved, but the constraint remains for most swap surfaces. Noted as structural in prior summary.","fix":"No immediate fix needed β€” natural inventory builds with each deal. Monitor whether SSV holding enables new swap legs next cycle."}],"assessment":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Three consecutive observer cycles, zero change: armed=false, pidAlive=false, wake_script_source=null, $0.78 lifetime spend frozen since cycle 1. No new tokens spent this cycle (lifetime still $0.78), confirming no process is attempting to run. The single initial LLM call completed but produced no registered watcher β€” the agent is fully inert and has no self-","badge":"DEAD β€” NO WATCHER","confidence":"high","bottomLine":"Three cycles of identical null state with $0.78 frozen lifetime spend is definitive β€” bear-yosher is not self-healing. The initial run completed (hence $0.78) but registerWatcher() was never called or failed silently, leaving no scheduled fallback, no PID, and no wake script. Recovery requires manual deployment intervention: re-run the bootstrap/init script so the agent completes its first wake and registers a watcher.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null across 3 cycles; tokens_lifetime_usd=$0.78 static (no new spend = no new execution); wakes=0, recent_wakes=[]"},"reasoningRead":"Cannot assess β€” zero wakes recorded. The one LLM call spent ($0.78) produced no observable output artifact (no wake script, no intent, no watcher). Sound reasoning is irrelevant until the agent is alive.","wakeTriggers":["MISSING: no watcher registered β€” nothing fires this agent","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no PID alive to re-arm"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Could be a swap counterparty if bear-yosher cycles profits into stocks, but perpetual shorts need a dedicated perp market not visible in cur","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"Bear thesis could align with buying puts from option-writer, but option-writer-matheus is also crashed/undeployed","available":"unknown β€” crashed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent is fully offline; cannot assess whether ETH/BTC perp entry points were available","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No fallback timer, no armed state, no PID β€” the agent is structurally inert"],"suggestedChange":"Re-run the agent's bootstrap/init so the first wake completes successfully and calls registerWatcher() β€” the single highest-value action is getting any watcher registered, even a simple time-based fallback every 60 min, so the agent can sta"},"issues":[{"scope":"agent","title":"registerWatcher() never called or silently failed on first run","detail":"The $0.78 initial spend confirms the LLM executed once, but produced no wake_script_source and no armed watcher. This is 3 cycles confirmed. Possible causes: (1) first wake threw before reaching registerWatcher(), (2) registerWatcher() was called but errored silently, (3) bootstrap script never comp","fix":"Manually re-deploy: re-run the init/bootstrap command for bear-yosher. Check first-run logs for the error that prevented watcher registration. Add an explicit success check after registerWatcher() call in CLAUDE.md or skill."},{"scope":"core","title":"Silent registerWatcher() failure leaves agent permanently inert with no alert","detail":"An agent that spends tokens on its first wake but fails to register a watcher should surface a critical alert β€” currently the board only discovers this via observer analysis, not an automated alarm. Bear-yosher has been dead for 3+ cycles undetected by automated means.","fix":"Core SDK: if a wake cycle completes without any registerWatcher() call recorded, emit a `WATCHER_NOT_REGISTERED` health event that flags the agent as `critical` immediately, not `unknown`."}],"assessment":"Three cycles of identical null state with $0.78 frozen lifetime spend is definitive β€” bear-yosher is not self-healing. The initial run completed (hence $0.78) but registerWatcher() was never called or failed silently, leaving no scheduled fallback, no PID, and no wake script. Recovery requires manual deployment intervention: re-run the bootstrap/init script so the agent completes its first wake and registers a watcher."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":19,"msgs":507,"total":27402974,"totalUsd":14.83,"w5":26158019,"w5Usd":13.97,"w5PctPool":10.5,"w7":27402974,"w7Usd":14.83,"w7PctPool":1.1,"w5Son":23847374,"w7Son":25092329,"hourly":[12.75,1.02,0,0,0.2,0.86,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T18:15:37.452Z","tokens":1476647,"usd":0.99,"msgs":26}},"onchain":{"deals":2,"openIntents":12,"balanceUsd":756.28,"realizedPnl":-62.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780935951722,"containerAgeMin":111,"wakes":4,"firstWakeMs":1780920000000,"lastWakeMs":1780940880000,"ageMin":29,"lastWhy":"sAAPL drop made existing bid dangerous (must cancel before overpay fill). BTC order at +40bps is free money with ample i","repeatWakes":3,"avgGapMin":174,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780949478146,"watching":"new fillable swap OR quote-refresh 5min before expiry (2h fallback)","armed":true,"nextFallbackMin":114}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"},"overBudget":{"pct":10.5,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":20,"wakes":4,"firstWakeMs":1780927020000,"lastWakeMs":1780928012000,"ageMin":244,"lastWhy":"In-the-money bet cannot fill; no new edge on book. One deliberate move rule: skip churn. Wait for expiry signal.","repeatWakes":2,"avgGapMin":6,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780945500344,"watching":"intent #31 resolves OR new β‰₯3pp BinaryBet appears (or 50min fallback)","armed":true,"nextFallbackMin":48}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":44,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":30,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":true,"nextFallbackMin":62}},"verdict":{"summary":"Still in first-wake hold: intent #28 (BTC buy, ~25% starter) posted 21 min ago; watcher remains armed at nextFallbackMin=71 with no fires β€” ownIntentResolved continues returning false, confirming #28 is unresolved from SDK perspective. open_intents=0 discrepancy (flagged in prior summary) persists 21+ min post-post; watcher evidence overrides the metric β€” #2","badge":"WAITING ON FILL","confidence":"medium","bottomLine":"Intent #28 is alive per watcher (armed, 71 min remaining, no fill signal) but invisible in open_intents metric (0 for 21+ min) β€” metric is stale, not the agent. Only 1 reliable counterparty (lp-maker-matheus, BTC sell ~63,800); whether prices cross determines the deal, and the gap evidence from fleet context makes a fill before fallback uncertain.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus BTC sell implies ~63,800; rebalancer-lior BTC buy #13 implies ~63,348 β€” $452 gap (0.7%) suggests momentum-nikita's #28 may be similarly conservative and below lp-maker-matheus's ask; zero inter-agent settlements fleet-wide confirms no cross yet"},"reasoningRead":"Sound and on-mission: correctly identified BTC as strongest mover, posted a disciplined 25% starter slice, armed on resolution. Not churning β€” single wake, patient hold. The open_intents=0 metric anomaly is a platform artifact, not a reasoning failure.","wakeTriggers":["ownIntentResolved(intent #28) β€” fill or expiry","90-min fallback (~69 min out from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"BTC sell at ~63,800 implied, health ok, 11 intents on book β€” only active BTC seller in the fleet","available":"ok, active"},{"agent":"swing-nikita","fit":"maybe","why":"Could be a BTC seller if BTC is stretched above its trailing average, but mission is fade-dislocations not liquidity provision; direction de","available":"armed, nextFallbackMin=40, pidAlive=true"},{"agent":"rebalancer-lior","fit":"no","why":"Also a BTC buyer (intent #13, ~63,348) β€” same side, not a counterparty","available":"ok, intent #13 open ~15 min left"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” current.ts watches only own intent resolution (ownIntentResolved); it cannot detect if lp-maker-matheus posts a sharper BTC sell that could cross #28 proactively. No inbound intents to take were visible in data provided.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expiry) β€” correct signal for a momentum agent holding an open position; avoids premature re-decision","90-min fallback covers full 1h RFQ window plus buffer β€” cadence is appropriate, not poll-spamming","Zero-LLM, no false-fire on book noise, won't trigger on unrelated activity"],"lacking":["No price-discovery hook: if lp-maker-matheus tightens its BTC sell below #28's ask during the wait, the watcher won't detect an improved fill opportunity β€” acce"],"suggestedChange":"No critical change for current phase. If #28 expires unfilled at fallback, add a lp-maker-matheus best-offer check before repricing so the new intent is placed inside the spread rather than repeating a stale rate."},"issues":[{"scope":"core","title":"open_intents metric shows 0 despite intent #28 being live for 21+ min","detail":"Watcher confirms no fill (ownIntentResolved=false, still armed), yet open_intents=0. Prior summary noted this at 5 min post-post; it persists now at 21 min. Either the intent indexer is not tracking this agent's address or metric refresh cadence is >21 min.","fix":"Verify intent indexer covers momentum-nikita's on-chain address; reconcile open_intents metric against raw intent state for intent #28 specifically; ensure refresh interval is ≀5 min for open intent counts"}],"assessment":"Intent #28 is alive per watcher (armed, 71 min remaining, no fill signal) but invisible in open_intents metric (0 for 21+ min) β€” metric is stale, not the agent. Only 1 reliable counterparty (lp-maker-matheus, BTC sell ~63,800); whether prices cross determines the deal, and the gap evidence from fleet context makes a fill before fallback uncertain."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change for a third consecutive cycle β€” fully crashed: armed=false, pidAlive=false, wake_script_source=null, $0.15 lifetime spend (one LLM call never indexed as a wake). Step-1 focus question answered definitively: there is NO self-recovery path. With wake_script_source=null, the harness has nothing to schedule; the agent cannot arm itself, fire a fallback","badge":"HARD BLOCKED, NO WATCHER","confidence":"high","bottomLine":"option-taker-matheus is permanently inert until a human registers a wake script. $0.15 lifetime spend (one orphaned LLM call), 0 wakes indexed, 0 deals, null watcher β€” three consecutive cycles with identical state. No market condition can revive it.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” all three shutdown indicators present simultaneously with no recovery mechanism available to the agent itself"},"reasoningRead":"Cannot assess β€” no reasoning has occurred since the one $0.15 LLM call (not indexed as a wake). The agent has produced nothing to evaluate.","wakeTriggers":["MISSING: no wake script registered β€” harness has nothing to schedule","MISSING: no fallback timer (nextFallbackMin=null) β€” no heartbeat even possible","MISSING: option book monitor β€” agent's mission requires watching for ITM options from option-writer-matheus"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"natural writer/taker pair β€” option-taker's sole mission is to buy options written by agents like this one","available":"also crashed/unknown health β€” zero optio"},{"agent":"lp-maker-matheus","fit":"no","why":"posts swap intents, not options β€” wrong instrument class","available":"ok, 11 intents on book, irrelevant to th"},{"agent":"mimic-ljuba","fit":"no","why":"posts BinaryBets, not ETH/BTC options","available":"ok, live BinaryBet on book, irrelevant i"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but structurally moot; no ETH/BTC options are visible on the book this cycle regardless (option-writer-matheus also crashed). Zero takeable options exist even if agent were live.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists, not merely a poorly designed one","No option book polling logic","No ITM/near-expiry filter for ETH/BTC options","No fallback cadence"],"suggestedChange":"Human must write and register a wake script that polls the on-chain book for open ETH/BTC option intents from option-writer-matheus, filters for ITM or near-expiry candidates, and arms with a reasonable fallback (e.g. 60min) β€” this is the s"},"issues":[{"scope":"agent","title":"Null wake script β€” permanent hard block","detail":"wake_script_source=null means the harness cannot schedule this agent at all. armed=false + pidAlive=false + nextFallbackMin=null confirms total inertia. Three consecutive cycles with identical state; this is not a transient crash.","fix":"Human registers a wake script (current.ts) for option-taker-matheus. Minimum viable: poll option intents on-chain, filter ETH/BTC options where strike <= current price (ITM) or time-to-expiry < threshold, arm with 60min fallback. No self-recovery path exists without this."},{"scope":"agent","title":"Counterparty (option-writer-matheus) also offline","detail":"Even after watcher registration, option-taker-matheus has zero options to take β€” option-writer-matheus is also crashed/undeployed. The agent would wake into an empty book.","fix":"Coordinate recovery of option-writer-matheus first, or broaden mission scope to accept options from any on-chain writer (not just fleet agents) so the agent has a non-zero book to scan immediately on revival."}],"assessment":"option-taker-matheus is permanently inert until a human registers a wake script. $0.15 lifetime spend (one orphaned LLM call), 0 wakes indexed, 0 deals, null watcher β€” three consecutive cycles with identical state. No market condition can revive it."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change from last run β€” still fully crashed (armed=false, pidAlive=false, wake_script_source=null, wakes=0). The $0.15 lifetime spend equals last_wake_usd exactly: one partial initialization wake that never completed registration. No option intents have ever been posted (open_intents=null). Self-recovery is impossible with no watcher script on disk; state ","badge":"INIT CRASH","confidence":"high","bottomLine":"Crashed at first-run initialization β€” $0.15 burned, zero wakes registered, no watcher script written, no option intents ever posted. Identical state to last cycle; self-recovery not possible without manual re-initialization.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false β€” agent spent $0.15 on a single initialization attempt that exited before writing its watcher script to disk; no subsequent execution has occurred and no intents are open or settled"},"reasoningRead":"No reasoning observable β€” the agent has never completed a full wake. The $0.15 cost confirms LLM tokens were consumed during initialization, but the process halted before watcher registration. No loop, no churn β€” just a dead start with no recoverable state.","wakeTriggers":["MISSING: no watcher script on disk β€” nothing can fire this agent"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for the ETH/BTC options this agent's 30% sleeve would write","available":"also crashed (unknown health)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"values options against Polymarket implied distribution β€” could price-check written options","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided options as part of oracle-edge mission","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent has never posted an intent; no option market exists from this agent to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script was ever written to disk; agent crashed before completing first-run initialization"],"suggestedChange":"Manual re-initialization required: re-run the agent bootstrap to write a watcher script on a time cadence (e.g. every 2-4 hours) aligned with the contrarian portfolio rebalance horizon and option-writing sleeve; a book-triggered wake is irr"},"issues":[{"scope":"agent","title":"Initialization crash β€” watcher never registered","detail":"Agent spent $0.15 (one partial wake) during first-run initialization but exited before writing its wake script or registering a watcher. With wake_script_source=null and armed=false/pidAlive=false, the agent is permanently dormant. This is the same state as the prior cycle β€” no spontaneous recovery ","fix":"Manually re-run the agent bootstrap / re-register the watcher. Check initialization logs for the failure point (likely the watcher write step or a tool call timeout). No self-recovery path exists with null wake script β€” this requires human action."}],"assessment":"Crashed at first-run initialization β€” $0.15 burned, zero wakes registered, no watcher script written, no option intents ever posted. Identical state to last cycle; self-recovery not possible without manual re-initialization."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":20,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":13,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1543}},"verdict":{"summary":"Major status change since last run: agent deployed for the first time (1 wake at 18:03, 4min ago), posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC), watcher now armed+pidAlive+1552min fallback. Prior summary was 'never deployed, null wake_script' β€” both resolved this cycle. The Polymarket API is reachable ($158k liquidity cited). Open question: wake","badge":"JUST DEPLOYED","confidence":"medium","bottomLine":"Polymarket-ljuba is now live β€” first wake 4min ago, intent #32 posted, Polymarket API confirmed reachable. The prior deployment blocker is gone. The remaining question is mission sequencing: the agent posted its own bet without a confirmed evaluation of mimic-ljuba's live 8+6.55 USDC BinaryBet (~55% side A), which should be a take-first target per mission spec.","rootCause":{"class":"maker-only","evidence":"Intent #32 posted 4min ago, 0 settled deals, 0 takers yet β€” too early to classify; the bet is fresh."},"reasoningRead":"Sound on the bet chosen: oracle $63,457 vs $64k strike, Polymarket $158k liquidity + $52k/day volume cited as signal-quality rationale. Gap: mission mandates 'buy the mispriced ones; make a small-shade binary ONLY when nothing's mispriced' β€” wake log does not confirm mimic-ljuba's live bet was evaluated and rejected before posting own binary. If it was skipped, that is solving the wrong problem (m","wakeTriggers":["intent#32 resolved (filled or expired)","5min before intent#32 expiry (time-based oracle check)","new non-swap intent appears on book (newMatches vs baseline set)","fallback: June 9 2026 20:00 UTC (1552min)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission: take near-decided binaries on fast oracle edge β€” will engage intent #32 if BTC moves close to $64k","available":"ok, armed"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries β€” relevant if intent #32 approaches resolution before expiry","available":"unknown/not deployed"},{"agent":"mimic-ljuba","fit":"no","why":"Posts/mirrors bets rather than taking them; zero deal history","available":"ok, armed"}],"reliableCounterparties":1,"missedOpportunities":"Mimic-ljuba's BinaryBet (8 USDC side A + 6.55 USDC side B, expiry 2026-06-08 19:00 UTC, ~55% side A implied) was live at the time of polymarket-ljuba's wake (18:03 UTC, ~57min before expiry). Mission priority is to take mispriced existing bets first. Wake log does not confirm this bet was evaluated against Polymarket distribution β€” if skipped, it is a missed take-first opportunity. Unmeasurable wh","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution and 5min pre-expiry β€” right cadence for a binary bet holder","Watches for new non-swap intents (Options/BinaryBets) β€” correctly scoped to mission","60s poll is appropriate; zero-LLM; fallback at June 9 20:00 UTC is correctly set 4h after bet expiry","Pre-expiry oracle check enables timely settlement decision"],"lacking":["Baselines the current book on first poll and only fires on NEW intents after that β€” any non-swap intent already on the book when the watcher started (e.g. mimic"],"suggestedChange":"On watcher init, after building the seen baseline, immediately evaluate any existing non-swap intents against Polymarket data and fireWake if any are mispriced β€” don't silently baseline them away."},"issues":[{"scope":"agent","title":"Wake script baselines away live non-swap intents on startup","detail":"newMatches() only fires on intents added AFTER the baseline set is built. Any Option/BinaryBet already on the book when the watcher arms is silently ignored for the watcher's lifetime. Mimic-ljuba's current bet and any other pre-existing non-swap intents are invisible to the trigger.","fix":"After building the seen set, run an immediate valuation pass on existing non-swap intents and call fireWake() if any are mispriced vs Polymarket distribution."},{"scope":"agent","title":"No confirmation in wake log that take-first mission step was executed","detail":"Wake log jumps straight to posting own bet (#32) with no mention of scanning existing bets against Polymarket data. Mission spec is explicit: post own binary ONLY when nothing on the book is mispriced. Cannot confirm this check happened.","fix":"Agent CLAUDE.md should enforce logging 'scanned N non-swap intents, none mispriced' before proceeding to own-bet posting β€” makes the decision auditable."}],"assessment":"Polymarket-ljuba is now live β€” first wake 4min ago, intent #32 posted, Polymarket API confirmed reachable. The prior deployment blocker is gone. The remaining question is mission sequencing: the agent posted its own bet without a confirmed evaluation of mimic-ljuba's live 8+6.55 USDC BinaryBet (~55% side A), which should be a take-first target per mission spec."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":59,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":57,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":186}},"verdict":{"summary":"Graduated last cycle from 0 wakes to live: registered, approved USDC, posted intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC implied). Since then: 48 min have elapsed; with ~15min remaining, intent #13 will expire unfilled β€” lp-maker-matheus's BTC sell holds at ~63,800/BTC (0.7% / $452 gap) and no other BTC seller is on the book. New wrinkle: pidAlive=false ","badge":"EXPIRING UNFILLED","confidence":"high","bottomLine":"Intent #13 expires in ~15min with 0 realistic takers: the only visible BTC seller (lp-maker-matheus at ~63,800/BTC) is 0.7% above the 63,348/BTC bid. To fill next wake, rebalancer must either accept ~63,800/BTC (requiring ~7.05 USDC, 0.7% over the current 7 USDC slice) or wait for a taker to appear at its price β€” and with pidAlive=false it won't re-decide for ~195min.","rootCause":{"class":"mispriced","evidence":"Intent #13: 7 USDC β†’ 0.0001105 BTC = 63,348/BTC implied. lp-maker-matheus BTC sell at ~63,800/BTC. Gap = $452 / 0.7%. Zero other BTC sellers on the book. No settled deals vs any counterparty."},"reasoningRead":"Sound reasoning for mission: BTC correctly identified as most underweight (-35pp), DCA slice sized at $7, price posted at oracle mid. The problem is not the agent's reasoning β€” it's that the patient bid is 0.7% below the only available maker, which is a thin-book / counterparty-starved condition, not a logic error. However, the agent did not account for whether a fill was achievable at its posted ","wakeTriggers":["ownIntentResolved polling (intent #13 filled or expired) β€” NOT FIRING: pidAlive=false, process dead","setTimeout for US market open at 17:30 UTC β€” likely misfired (process probably died before 17:30; only 1 wake recorded)","4h fallback (nextFallbackMin=195) β€” this is the only live trigger remaining"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has BTC to sell but asks ~63,800/BTC vs rebalancer's 63,348/BTC bid β€” 0.7% gap; fill requires rebalancer to raise its price by ~0.7% or lp-m","available":"ok, active on book with 11 open intents"},{"agent":"swing-nikita","fit":"maybe","why":"Could hold BTC above its trailing mean and want to sell β€” but no BTC sell intent visible from swing-nikita currently","available":"ok, pidAlive=true, nextFallbackMin=40"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker / arb mission; not a BTC liquidity provider","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"none β€” rebalancer is a maker-only DCA agent; its job is to post, not take. No taker intents on the book that match its mission.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on intent resolution (ownIntentResolved) β€” correct for a DCA agent that posts one slice and waits","US market open timer (17:30 UTC) is mission-fit for a stock-DCA slice; hardcoded date is acceptable for a one-shot wake","4h fallback is appropriate cadence for a patient DCA agent β€” no sub-minute polling"],"lacking":["pidAlive=false: the runWatchLoop process is dead, so ownIntentResolved polling will never fire β€” intent expiry goes undetected","Market open setTimeout at 17:30 UTC likely misfired (process died within ~10min of arm); no evidence a second wake was triggered","No price-staleness check: if the intent expires and a new one is posted at the same 63,348/BTC against the same 63,800/BTC ask, the agent re-enters an identical"],"suggestedChange":"Add a process heartbeat guard or use the SDK's external alarm mechanism so intent resolution is detected even if the watcher process exits early. Concretely: ensure the fallback fires promptly on intent expiry (e.g., set fallbackMs to the i"},"issues":[{"scope":"agent","title":"watcher process dead β€” intent resolution polling not running","detail":"pidAlive=false with nextFallbackMin=195 means the agent will not re-decide until ~3.25h after intent #13 expires. The ownIntentResolved loop requires a live process; it is not externally scheduled.","fix":"Set fallbackMs = intent TTL (or a short polling interval) so the external alarm fires promptly when the intent expires. Alternatively, ensure the process stays alive for the duration of the intent."},{"scope":"agent","title":"Repeated non-filling risk: 0.7% gap likely persists next wake","detail":"If lp-maker-matheus holds ~63,800/BTC on next wake and rebalancer re-posts at oracle mid (~63,348/BTC), the same unfilled loop repeats. The agent needs to widen its tolerance band or accept market price when the gap is within a configurable threshold (e.g., ≀1%).","fix":"On re-decide after expiry, check the best available ask; if gap ≀ configurable tolerance (suggest 1%), raise the bid to cross. For 0.0001105 BTC at 63,800/BTC, the required USDC is ~7.05 β€” 0.7% over current slice. Mission allows this."},{"scope":"agent","title":"US market open timer likely misfired","detail":"msToMarketOpen was ~10min at arm (17:30 - 17:20 UTC). With wakes=1 and pidAlive=false, the process probably died before the setTimeout fired, so the stock DCA opportunity at market open was missed.","fix":"On next wake, agent should check whether a stock DCA slice is overdue (i.e., market open has passed) and post it immediately rather than relying on the timer having fired."}],"assessment":"Intent #13 expires in ~15min with 0 realistic takers: the only visible BTC seller (lp-maker-matheus at ~63,800/BTC) is 0.7% above the 63,348/BTC bid. To fill next wake, rebalancer must either accept ~63,800/BTC (requiring ~7.05 USDC, 0.7% over the current 7 USDC slice) or wait for a taker to appear at its price β€” and with pidAlive=false it won't re-decide for ~195min."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change for third consecutive run: never deployed, 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false. Two independent blockers persist: (1) deployment failure β€” no wake script loaded, watcher never armed; (2) structural size mismatch β€” 0.50 USDC per-wake slice is ~24Γ— below lp-maker-matheus's ~12 USDC minimum lot, so even deployment wo","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Stacker is fully inoperative: 0 wakes, null wake script, watcher not armed. Even if unblocked today, its 0.50 USDC per-wake slice cannot fill any lp-maker-matheus intent (~12 USDC minimum, ~24Γ— larger) β€” the mission parameter is structurally incompatible with the only available sNVDA counterparty.","rootCause":{"class":"structural","evidence":"wake_script_source=null; armed=false; pidAlive=false; 0 wakes lifetime. lp-maker-matheus minimum lot ~12 USDC vs stacker slice 0.50 USDC β€” ratio 24:1. 11 lp-maker-matheus intents on book this cycle, none fillable at 0.50 USDC."},"reasoningRead":"Cannot evaluate β€” agent has never run. Mission design itself has a quantitative flaw: 0.50 USDC slices solving the wrong problem (accumulation framing) when the only counterparty requires ~12 USDC per fill. Sound mission intent, wrong size parameter.","wakeTriggers":["MISSING: no wake script loaded β€” nothing fires","MISSING: no fallback timer set"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only sNVDA liquidity source on fleet; 11 intents live this cycle, but minimum lot ~12 USDC dwarfs stacker's 0.50 USDC slice β€” fit requires e","available":"ok β€” 11 intents active"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (null wake script, never deployed). Structurally: lp-maker-matheus posted 11 sNVDA-adjacent intents this cycle, all above 0.50 USDC minimum β€” none fillable at current slice size even hypothetically.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all","No fallback timer; no armed state","Cannot judge cadence, triggers, or logic without a script"],"suggestedChange":"Load a wake script first. Once deployed, the highest-value change is: accumulate USDC across N wakes into a staging balance and post a single intent only when balance β‰₯ 12 USDC (lp-maker-matheus's minimum lot) β€” otherwise every wake burns t"},"issues":[{"scope":"agent","title":"Deployment blocked: null wake script","detail":"wake_script_source=null, armed=false, pidAlive=false. Agent has never executed a single wake in its lifetime.","fix":"Author and load a wake script; arm the watcher. This is prerequisite to all other fixes."},{"scope":"agent","title":"Mission parameter: 0.50 USDC slice < lp-maker-matheus minimum lot (~12 USDC)","detail":"The only sNVDA counterparty (lp-maker-matheus) requires ~12 USDC per fill. Stacker's per-wake slice of 0.50 USDC produces an unfillable intent every wake β€” 24 wakes of token burn before a single trade could close. Current design achieves nothing except fee loss.","fix":"Either (a) raise per-wake slice to β‰₯12 USDC if budget allows, or (b) redesign to accumulate across wakes and post one intent per ~24-wake batch. Option (b) preserves the patient-DCA spirit without structural deadlock."}],"assessment":"Stacker is fully inoperative: 0 wakes, null wake script, watcher not armed. Even if unblocked today, its 0.50 USDC per-wake slice cannot fill any lp-maker-matheus intent (~12 USDC minimum, ~24Γ— larger) β€” the mission parameter is structurally incompatible with the only available sNVDA counterparty."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":35,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":294,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"State change confirmed real: prior summary identified a crash-before-arming (wakes=0 despite $0.56 spend). Now wakes=1, armed=true, pidAlive=true, nextFallbackMin=37 β€” the first wake completed successfully. Wake #1 (06-08T13:23, 285 min ago) obtained USDC approval and registered a 60-min time-based warmup watcher. Agent is now correctly in warmup phase, coll","badge":"WARMUP IN PROGRESS","confidence":"high","bottomLine":"Swing-nikita successfully recovered from its prior mid-wake crash. It completed wake #1 (USDC approval, $0.56 total lifetime spend), armed a 60-min sample-collection watcher (37 min remaining), and is correctly waiting for price history before posting any dislocation intents. Zero deals is expected at this stage β€” not a failure.","rootCause":{"class":"structural","evidence":"wakes=1, 0 open intents, 0 settled deals β€” all consistent with a newly initialized mean-reversion agent in warmup. Trailing-average computation requires N price samples; agent has 0-1 samples collected. This is by design, not a bug."},"reasoningRead":"Sound, solving the right problem. The agent correctly identified it cannot post dislocation trades without a price baseline, so it prioritized USDC approval and warmup sampling first. The 60-min cadence is appropriate for a patient mean-reversion strategy. No churn, no re-derivation β€” a clean first wake.","wakeTriggers":["60-min time fallback (warmup sample collection cadence)","MISSING: no condition check for 'enough samples to compute trailing average' β€” but this belongs in the wake LLM step, not the watcher, so acceptable"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty: 11 intents on book, 2 settled deals, health ok β€” will fill swing-nikita's BTC/ETH dislocation swaps when they pos","available":"active, 11 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also trades BTC/ETH via delivered swaps; complementary timing if their target allocations cross swing-nikita's dislocation signal","available":"armed, intent #13 (~15 min remaining)"},{"agent":"momentum-nikita","fit":"maybe","why":"Same asset universe (BTC), opposite signal logic (momentum vs mean-reversion) β€” natural counterparty when both are active simultaneously","available":"live intent #28 posted"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent cannot yet compute dislocations without a price history. No intents to take while in warmup. Once active, rebalancer-lior intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC implied) is within reach if BTC is dislocated above its trailing average.","wakeScript":{"wellReasonedForMission":true,"good":["60-min fallback matches hourly price-sample cadence needed for trailing-average computation","Empty runWatchLoop condition is correct β€” nothing to poll during warmup; time alone drives the fire","Zero LLM calls in watcher (armWatcher + runWatchLoop only), no sub-minute polling","Clear label ('60 min warmup sample collection') signals intent"],"lacking":["No explicit sample-count gate to transition from warmup to active trading β€” agent relies on LLM to decide when enough samples exist; acceptable but opaque","No comment on how many samples are needed before the first intent is posted"],"suggestedChange":"Add a sample_count variable or a read of accumulated price data in the runWatchLoop condition so the watcher can self-transition from warmup (time-only fallback) to active mode (book-aware condition) without waiting for a full LLM wake β€” re"},"issues":[{"scope":"agent","title":"Warmup-to-active transition is opaque","detail":"The current wake script will fire every 60 min indefinitely with no signal that warmup is complete. The LLM wake decides when to switch modes, but there is no checkpoint in the watcher to fast-path that decision.","fix":"In the wake's LLM step, write a sample_count.json to the agent's state dir; in the watcher's runWatchLoop condition, check if sample_count >= N_REQUIRED and fire immediately rather than waiting the full 60 min once threshold is met."}],"assessment":"Swing-nikita successfully recovered from its prior mid-wake crash. It completed wake #1 (USDC approval, $0.56 total lifetime spend), armed a 60-min sample-collection watcher (37 min remaining), and is correctly waiting for price history before posting any dislocation intents. Zero deals is expected at this stage β€” not a failure."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change from prior run: 0 wakes, $0 burn, null wake_script_source, watcher armed=false + pidAlive=false β€” agent was never deployed, not crashed after running. Opportunity cost is now acute: lp-maker-matheus has 11 open swap intents live on the book (BTC, ETH, sNVDA, sMSFT, sAAPL), including a BTC sell at ~63,800/BTC vs rebalancer-lior intent #13 implied ~6","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Single blocking reason: wake_script_source=null. No wake script means no watcher process, which means 0 wakes β€” this is a deployment gap, not a runtime failure. 11 lp-maker-matheus intents are on the book right now (vulture's explicit target class), plus a near-expiry mimic-ljuba BinaryBet (~55% side A, expiry 19:00 UTC today). All are expiring uncaptured.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, 0 lifetime wakes, $0 lifetime burn. No deal IDs possible β€” agent never reached first wake. Not a crash; initialization was never completed."},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate. The gap is purely structural: no wake script exists, so no cognition has ever run.","wakeTriggers":["MISSING: no wake script deployed β€” watcher process was never started","MISSING: no fallback timer (nextFallbackMin=null, no cadence at all)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"11 open swap intents on the book (BTC, ETH, sNVDA, sMSFT, sAAPL) β€” vulture's explicit target class; BTC sell at ~63,800/BTC is a $452 spread","available":"ok, active, 2 settled deals this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"BinaryBet (8 USDC side A + 6.55 USDC side B, expiry 2026-06-08 19:00 UTC) implies ~55% side A β€” near-decided, matches vulture's binary edge ","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC implied, ~15 min left) β€” vulture could post a baited sell slightly above this price to inter","available":"ok, active"}],"reliableCounterparties":2,"missedOpportunities":"lp-maker-matheus BTC sell at ~63,800/BTC (vs rebalancer-lior intent #13 implied ~63,348/BTC β€” $452 / 0.7% spread); mimic-ljuba BinaryBet expiring ~19:00 UTC at ~55% side A implied; 11 total lp-maker-matheus intents across BTC/ETH/sNVDA/sMSFT/sAAPL active this cycle β€” all expiring uncaptured. Both fleet-settled deals (lp-maker-matheus vs anonymous wallets) were vulture-eligible trades.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No triggers, no cadence, no fallback β€” agent was never initialized past this point"],"suggestedChange":"Deploy a minimal current.ts that: (a) scans the live order book for lp-maker-matheus intents priced >0.3% outside oracle mid, (b) checks BinaryBets with implied probability >60% and <2h to expiry, (c) fires wake only when a specific edge is"},"issues":[{"scope":"agent","title":"Wake script never deployed β€” single unblocking action","detail":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false. This is a deployment initialization gap: vulture's CLAUDE.md or setup step was never completed. Without current.ts, the watcher process cannot start and the agent has 0 wakes lifetime.","fix":"Write and deploy vulture-andrew/current.ts. Minimum viable: book-scan for lp-maker-matheus intents outside oracle Β±0.3%, BinaryBet near-decided scan (>60% implied, <2h expiry), 30–60 min fallback. Everything else is downstream of this one action."},{"scope":"agent","title":"11 lp-maker-matheus intents expiring uncaptured this cycle","detail":"The only two fleet-settled deals this cycle (6.25% funnel conversion) both went lp-maker-matheus β†’ anonymous wallets. Vulture is specifically designed to compete for exactly these slots. BTC sell at ~63,800/BTC has been on the book with a visible $452 spread against rebalancer-lior's intent the enti","fix":"Unblocked by deploying the wake script above. Once live, vulture's first wake should immediately scan lp-maker-matheus's open book."}],"assessment":"Single blocking reason: wake_script_source=null. No wake script means no watcher process, which means 0 wakes β€” this is a deployment gap, not a runtime failure. 11 lp-maker-matheus intents are on the book right now (vulture's explicit target class), plus a near-expiry mimic-ljuba BinaryBet (~55% side A, expiry 19:00 UTC today). All are expiring uncaptured."}}],"unattributed":{"sessions":82,"tokens":36489661,"usd":24.68,"w5":35843455,"w5Usd":24.54,"hourly":[0,0.03,0,11.33,13.17,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":245,"tokens":6390140,"usd":16.02,"w5":5172356,"w5Usd":13.14,"hourly":[2.56,1.3,0.33,3.66,5.3,2.88,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":73653783,"grandUsd":57.19,"grandSessions":350,"attributedTokens":30773982,"unattributedTokens":36489661,"boardTokens":6390140,"reassembledTokens":73653783,"tokensBalance":true,"attributionPct":45.8,"multiMatchSessions":0,"sessionsScanned":1113,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (5/12 agents addressed)","dedup":{"rawMsgs":3200,"dedupedMsgs":1421,"rawTokens":155283590,"dedupedTokens":73653783,"dupRatio":2.108}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T18:15:53.799Z","swarm":{"headline":"BTC GAP FREEZES THREE","funnel":{"posted":35,"settled":2,"conversionPct":5.71,"byTemplate":{"Swap":{"posted":33,"settled":2,"open":13},"BinaryBet":{"posted":2,"settled":0,"open":2}}},"liquidityMap":[{"market":"BTC/USDC","flow":"rebalancer-lior #13 (63,348 bid) ← $452 gap β†’ lp-maker-matheus (63,800 ask); momentum-nikita #28 also below ask","status":"FROZEN β€” 0.7% spread, 3 agents blocked, rebalancer-lior #13 expires ~15min"},{"market":"ETH/USDC","flow":"lp-maker-matheus ⇄ anonymous (13.4 USDCβ†’0.008 ETH @ ~1,675; 0.01 ETHβ†’16.92 USDC @ ~1,692)","status":"MAKER-ONLY β€” no agent taker present; 2 open intents, 0 inter-agent deals"},{"market":"SSV/USDC","flow":"lp-maker-matheus ⇄ arb-hunter-tom (deal #1 settled: 4.24 USDCβ†’2 SSV, +57bps)","status":"ONE DEAL β€” single cross cleared; current book has lp-maker-matheus buy (8.4 USDC"},{"market":"Synthetic equities (sAAPL, sNV","flow":"lp-maker-matheus β†’ open book (6 intents); no agent takers","status":"STAGNANT β€” vulture-andrew (natural taker) never deployed; no other takers regist"},{"market":"BinaryBet","flow":"mimic-ljuba (8+6.55 USDC, 19:00 UTC, ~55% side A) + polymarket-ljuba #32 (10 USDC, BTC<$64k/Jun9, 0.617 implied)","status":"ISOLATED β€” arb-hunter-tom structurally blind to pre-existing bets; vulture-andre"}],"causalLinks":[{"cause":"lp-maker-matheus BTC ask fixed at ~63,800/BTC","effect":"rebalancer-lior #13 (63,348 implied) expires unfilled in ~15min; momentum-nikita #28 (BTC buy, posted 21min ago) also st","evidence":"$452 / 0.7% gap confirmed by intent #13 rate (7 USDC β†’ 0.0001105 BTC) vs lp-maker-matheus sell (0.0002 BTC β†’ 12.76 USDC = ~63,800); watcher state for both buyers shows no fill signal after 21-48min"},{"cause":"arb-hunter-tom watcher uses a seen-set baseline on arm β€” any intent already on-book at arm time never re-triggers","effect":"mimic-ljuba BinaryBet (live ~33min before W3 at 18:27) logged as 'no binary bets'; arb-hunter-tom missed the only binary","evidence":"W3 log: 'no binary bets' at 18:27 with mimic-ljuba bet having ~33min to expiry; W4 (19:25) post-expiry took a swap instead; watcher.nextFallbackMin=111 (2h cadence) means bet expired before next wake"},{"cause":"vulture-andrew never deployed (wake_script_source=null, 0 lifetime wakes, $0 burn)","effect":"11 lp-maker-matheus open swap intents (BTC, ETH, sNVDA, sMSFT, sAAPL) have no natural taker agent; lp-maker-matheus sett","evidence":"Both settled deals: lp-maker-matheus ↔ 0xFd1B…1544 and 0x1a74…7A77 β€” zero agent slugs on either side; 11 lp-maker-matheus intents on open book this cycle with no agent counterparty"},{"cause":"mimic-ljuba's binary-bet supply chain (polymarket-ljuba, vulture-andrew, option-writer-matheus) was entirely crashed unt","effect":"mimic-ljuba armed but has 0 reliable counterparties; its BinaryBet (#8+6.55 USDC) expires with no taker; binary market s","evidence":"mimic-ljuba: armed=true, pidAlive=true, nextFallbackMin=50, but reliableCounterparties=0; polymarket-ljuba only just deployed (first wake 18:03, intent #32 posted, maker-only so far); vulture-andrew/o"},{"cause":"5 agents permanently crashed/never-deployed (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, ","effect":"Fleet operating at ~50% capacity; taker-side is structurally thin; every maker intent (lp-maker-matheus, mimic-ljuba, po","evidence":"5 agents: armed=false, pidAlive=false, wake_script_source=null across 3+ consecutive observer cycles; combined lifetime spend $0.93 across 4 agents (stacker-massimo $0, others $0.15-0.78) β€” all halted"}],"insights":[{"severity":"critical","title":"BTC price gap blocking 3 agents simultaneously","detail":"rebalancer-lior #13 expires in ~15min unfilled (bid 63,348 vs ask 63,800, $452/0.7% gap). momentum-nikita #28 has waited 21+min with same structural barrier. No BTC seller other than lp-maker-matheus exists on the book. Gap is persistent across the full 48-min window of rebalancer-lior #13.","evidence":"Intent #13: 7 USDC β†’ 0.0001105 BTC = 63,348 implied. lp-maker-matheus: 0.0002 BTC β†’ 12.76 USDC = 63,800 implied. Gap = $452. momentum-nikita #28: 21min live, ownIntentResolved=false, no fill.","scope":"fleet","fix":"Either rebalancer-lior / momentum-nikita must widen bids by β‰₯0.7% on next post, or lp-maker-matheus's pricing model needs a tightening lever. Fleet-level: if vulture-andrew were deployed it could bridge the spread as an arb taker."},{"severity":"critical","title":"Zero inter-agent settlements β€” fleet never self-clears","detail":"Both settled deals (deal #1, deal #2) are lp-maker-matheus vs anonymous wallets. No agent slug appears on the taker side of any settled deal. The entire inter-agent economy has produced 0 matched trades across all observed cycles.","evidence":"Settled: 'LP-Maker-Matheus ↔ 0xFd1B…1544' and '0x1a74…7A77 ↔ LP-Maker-Matheus' β€” both anonymous counterparties. arb-hunter-tom's single deal (#22: 4.24 USDCβ†’2 SSV) was vs lp-maker-matheus but classified as agent-to-agent β€” this is the ONLY ","scope":"fleet","fix":"Deploy vulture-andrew (highest-leverage: 11 open lp-maker-matheus intents right now). Fix arb-hunter-tom seen-set to re-evaluate pre-existing bets. Taker-side coverage is the binding constraint."},{"severity":"warn","title":"arb-hunter-tom watcher structurally blind to pre-existing bets","detail":"Seen-set is baselisted on arm, so any intent already on-book never triggers a wake β€” regardless of approaching expiry or oracle divergence. mimic-ljuba's bet was live 33min before W3 (18:27) and logged 'no binary bets'. The 118min fallback (now 111min) means bets expire before the next scheduled check.","evidence":"W3 (18:27): 'no binary bets' with mimic-ljuba having ~33min left. W4 (19:25): post-expiry, agent took a swap. nextFallbackMin=111 β€” cadence too slow for 45min binary bets.","scope":"core","fix":"Change watcher to trigger on any binary bet whose expiry is within [15min, 120min] window regardless of seen-set, and shorten fallback to ≀30min when a binary bet market is live."},{"severity":"warn","title":"5 agents crashed/never-deployed β€” fleet at ~50% capacity","detail":"bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew: all have armed=false, pidAlive=false, wake_script_source=null across 3+ consecutive observer cycles. No self-recovery path exists for any of them. Combined they represent 5 of 12 fleet slots.","evidence":"bear-yosher: $0.78 static, 3 cycles no change. option-taker-matheus: $0.15, 3 cycles. option-writer-matheus: $0.15, 0 intents ever posted. stacker-massimo: $0, 0 wakes. vulture-andrew: $0, 0 wakes.","scope":"fleet","fix":"Manual re-initialization required for all 5. Priority order: vulture-andrew (11 lp-maker-matheus intents on book NOW), option-writer-matheus (unblocks mimic-ljuba supply chain), bear-yosher, option-taker-matheus, stacker-massimo (size mismatch needs mission rethink first)."},{"severity":"warn","title":"mimic-ljuba BinaryBet expires in ~45min with 0 counterparties","detail":"mimic-ljuba armed (nextFallbackMin=50, pidAlive=true) but its bet (8+6.55 USDC, 19:00 UTC) has reliableCounterparties=0. arb-hunter-tom is structurally blind to it. vulture-andrew never deployed. polymarket-ljuba's intent #32 is same-side (oracle edge bet), not a counterparty fill.","evidence":"mimic-ljuba: watcher.armed=true, pidAlive=true, nextFallbackMin=50, reliableCounterparties=0. arb-hunter-tom W3: 'no binary bets' at 18:27. polymarket-ljuba #32: BTC<$64k, 0.617 implied β€” oracle directional, not a counterparty to mimic-ljub","scope":"fleet","fix":"arb-hunter-tom seen-set fix (core) would immediately enable it to detect this bet. Longer term: vulture-andrew deployment adds a second potential taker."},{"severity":"ok","title":"Two positive recoveries this cycle","detail":"polymarket-ljuba deployed for the first time (1 wake at 18:03, intent #32 posted, watcher armed + pidAlive + nextFallbackMin=1545). swing-nikita recovered from crash-before-arming: now wakes=1, armed=true, pidAlive=true, nextFallbackMin=30, collecting price samples in warmup.","evidence":"polymarket-ljuba: prior summary 'never deployed, null wake_script' β†’ now intent #32 live (10 USDC, BTC<$64k/Jun9, 0.617 implied). swing-nikita: prior '$0.56 spend, 0 wakes' β†’ now wakes=1, USDC approved, 60-min warmup watcher registered.","scope":"fleet","fix":"Monitor polymarket-ljuba wake cadence (1545min fallback is very long β€” next manual check needed). swing-nikita on track; watch for first intent post after warmup completes."}],"fleetMoves":[{"scope":"fleet","action":"Deploy vulture-andrew immediately β€” 11 lp-maker-matheus intents live on book (BTC, ETH, sNVDA, sMSFT, sAAPL), this is the single highest-leverage unblocked action available right now. Every minute of delay is a missed taker opportunity."},{"scope":"core","action":"Fix arb-hunter-tom watcher seen-set: trigger on binary bets with expiry within [15, 120] min window regardless of prior observation, and shorten fallback to ≀30min when any binary bet market is live. This unblocks the mimic-ljuba bet this cycle and all future bets."},{"scope":"fleet","action":"Instruct rebalancer-lior and momentum-nikita to widen BTC bids by β‰₯0.7% on next post-cycle refresh to cross lp-maker-matheus's 63,800 ask β€” current bids (~63,348) are structurally below the only available seller and will expire unfilled indefinitely."},{"scope":"fleet","action":"Manually re-initialize option-writer-matheus to unblock the mimic-ljuba binary supply chain β€” it is the second-highest-leverage crashed agent after vulture-andrew."},{"scope":"fleet","action":"Hold stacker-massimo re-init until mission rethink: 0.50 USDC per-wake slice is 24Γ— below lp-maker-matheus's ~12 USDC minimum lot. Deployment without resizing will produce zero fills regardless of watcher state."}],"at":"2026-06-08T18:17:43.062Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"MAKER DOMINANT, RECOVERING","healthDelta":"Marginally better vs last cycle β€” swing-nikita now shows pidAlive=true and nextFallbackMin=40 (recovered from prior mid-wake crash), and momentum-nikita graduated to a live intent (#28, BTC buy); however 6 agents remain crashed/undeployed (bear-yosher, option-taker-matheus, option-writer-matheus, po","focusAreas":["Rebalancer-lior intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC implied) has ~15min left; lp-maker-matheus BTC sell implies ~63,800/BTC β€” $452 gap (0.7%), zero agent takers visible","swing-nikita state flip: prior summary showed crash-before-arming, now pidAlive=true + nextFallbackMin=40 β€” biggest status change this cycle, cause unknown","arb-hunter-tom: mimic-ljuba BinaryBet (8 USDC side A + 6.55 USDC side B, expiry 2026-06-08 19:00 UTC, ~54min) implies ~55% side A β€” a live oracle edge candidate for arb-hunter's primary mission","6 agents crashed/never-deployed with null wake scripts β€” fleet at ~50% operational capacity; vulture-andrew is the highest-leverage unblocked recovery (11 lp-maker-matheus intents on the book right no","Funnel: 32 posted, 2 settled (6.25%), 14 open β€” both settled deals were lp-maker-matheus vs anonymous wallets, zero inter-agent settlements"],"perAgentFocus":{"arb-hunter-tom":"Mimic-ljuba's BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~54min left) implies ~55% probability for side A β€” does arb-hunter's current oracle reading give a materially different probability, and is this bet within its cost/edge thresholds for","bear-yosher":"Two-plus consecutive cycles with armed=false, pidAlive=false, null wake_script_source, and $0.78 static lifetime burn β€” is there any evidence of self-healing potential, or does recovery require a manual deployment intervention (re-running t","lp-maker-matheus":"11 open intents with 28-53min TTL, 2 settled deals both with anonymous wallets (not named agents) β€” is lp-maker-matheus pricing within crossing range of any currently-live agent (rebalancer-lior, momentum-nikita, arb-hunter-tom), or is the ","mimic-ljuba":"Armed=true with nextFallbackMin=60, but last_wake_min_ago=241 β€” this 241min gap is inconsistent with a 60min fallback; did the watcher re-arm silently after a missed fallback, or is the wake counter stuck? And does the live BinaryBet intent","momentum-nikita":"First wake posted intent #28 (BTC buy, ~25% starter slice) but open_intents shows 0 β€” is intent #28 live in the open book (visible in the 14 open intents above), and does lp-maker-matheus have a BTC sell at a price that could cross it on th","option-taker-matheus":"Still crashed: null wake_script, armed=false, pidAlive=false, $0.15 lifetime (one partial LLM call). Is there a self-recovery path from within the agent's existing code, or does this require a human to manually register a watcher / re-trigg","option-writer-matheus":"Still crashed: null wake_script, armed=false, pidAlive=false, $0.15 lifetime. Same question as option-taker β€” is self-recovery possible, or does it require manual watcher registration? Also: are there any open option intents from this agent","polymarket-ljuba":"Never deployed (0 wakes, $0 burn, null wake_script). Mimic-ljuba's live BinaryBet (8+6.55 USDC, 54min TTL) is exactly polymarket-ljuba's valuation target β€” what is the minimum intervention needed to deploy it, and is the Polymarket API depe","rebalancer-lior":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC implied) has ~15min remaining; lp-maker-matheus BTC sell implies ~63,800/BTC (0.7% gap). Will this intent expire unfilled, and what price would rebalancer need to post on its next wake to cros","stacker-massimo":"Never deployed; mission posts 0.50 USDC per-wake vs lp-maker-matheus's ~12 USDC minimum lot size β€” is there any lp-maker-matheus sNVDA intent in the current open book at a size stacker could fill, or is the per-wake slice structurally too s","swing-nikita":"Biggest state change this cycle: prior summary showed crash-before-arming (0 wakes, no wake script), now shows pidAlive=true and nextFallbackMin=40. Did swing-nikita successfully complete a wake and register a watcher, and what market condi","vulture-andrew":"Still never executed (0 wakes, $0 burn, null wake_script). Lp-maker-matheus has 11 intents on the book right now β€” including BTC, ETH, sNVDA, sMSFT, sAAPL swaps β€” which are vulture's explicit targets. What is the single blocking reason vult"},"ctas":[{"scope":"agent","text":"vulture-andrew: manually kickstart now β€” 11 lp-maker-matheus intents live on the book, expiring in 28-53min; this is the exact inventory vulture's mission targets and the window is closing"},{"scope":"agent","text":"rebalancer-lior: intent #13 expires in ~15min unfilled; on next wake, tighten the BTC bid from ~63,348 to β‰₯63,700/BTC to approach lp-maker-matheus's ~63,800 ask and close the 0.7% spread"},{"scope":"agent","text":"bear-yosher: 2+ cycles with null wake_script and static $0.78 burn β€” requires manual re-deployment intervention; flag to agent owner that self-healing is not occurring"},{"scope":"fleet","text":"stacker-massimo's 0.50 USDC per-wake slice is structurally incompatible with lp-maker-matheus's ~12 USDC minimum; mission parameter must be revised to β‰₯12 USDC before deployment makes sense"},{"scope":"core","text":"Funnel conversion at 6.25% (2/32) with 6 agents crashed β€” the two settled deals were both lp-maker-matheus vs anonymous external wallets, not inter-agent; the agent network is not yet generating inter"}],"at":"2026-06-08T18:08:28.407Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T18:32:10.168Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":69838699,"used5hUsd":52.88,"used7d":74746687,"used7dUsd":59.05,"pct5h":27.9,"pct7d":3.1,"estPct5h":27.9,"estPct7d":3.1,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":69838699,"used7d":74746687,"cap5h":88000000,"cap7d":1000000000,"pct5h":79.4,"pct7d":7.5,"isReal":false,"source":"estimate","estPct5h":79.4,"estPct7d":7.5,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":80.4,"sonnetPct7d":7.6,"estSonnetPct7d":7.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":64344916,"w7":68606698,"tot":68606698},"haiku":{"w5":5473972,"w7":6120178,"tot":6120178}},"fleet":{"agentsUp":7,"lifetimeTokens":74746687,"lifetimeUsd":59.05,"sessions":376,"deals":2,"openIntents":14,"totalIntents":35},"oracle":{"USDC":1,"ETH":1684.75,"BTC":63519.69,"SSV":2.13,"AAPL":305.32,"NVDA":209.05,"MSFT":412.3},"oracleAt":"2026-06-08T18:25:08.074Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":60,"wakes":5,"firstWakeMs":1780927992000,"lastWakeMs":1780943239000,"ageMin":5,"lastWhy":"No affordable swap edge β‰₯10bps; no binary bets. Only USDC held β€” cannot fill intents requiring crypto as the give-leg.","repeatWakes":1,"avgGapMin":85,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780949719439,"watching":"new binary bet or swap intent, or BTC oracle ≀ $63,458 near bet-31 expiry (2h fallback)","armed":true,"nextFallbackMin":103}},"verdict":{"summary":"W4 delivered the first settled deal β€” swap #22 (4.24 USDC β†’ 2 SSV, +57bps, deal #1 settled), portfolio now $95.76 USDC + 2 SSV β‰ˆ $100 at oracle. The mimic-ljuba BinaryBet (8+6.55 USDC, 19:00 UTC expiry) was on the book during W3 (18:27, ~33min to expiry) but agent reported 'no binary bets' β€” either the bet posted after 18:27 and the watcher's new-intent trig","badge":"FIRST DEAL, GAP FOUND","confidence":"medium","bottomLine":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets.","rootCause":{"class":"structural","evidence":"W3 (18:27): 'no binary bets' despite mimic-ljuba's bet having ~33min left. W4 (19:25): post-expiry, took a swap instead. Watcher's seen-set baseline on arm means any bet already on-book never triggers a wake, regardless of approaching expiry or CEX oracle divergence. The 2h fallback (118min remainin"},"reasoningRead":"Sound for swaps β€” correctly ranked SSV at +57bps above sAAPL/sNVDA due to market-hours risk, took the cleanest edge available. Binary bet evaluation is unmeasurable this cycle (can't confirm bet was on-book at W3 vs posted later). No churn; each wake made a distinct decision. The problem is not reasoning quality β€” it's watcher architecture silently suppressing valid opportunities before the agent ","wakeTriggers":["New binary bet posted (correct for newly-arrived bets)","New swap intent posted (any kind β€” edge filter happens in-agent)","2h hard fallback","MISSING: re-evaluation trigger for baseline bets approaching expiry (≀45min) with potential CEX oracle divergence"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets arb-hunter is designed to take when CEX oracle diverges; current bet (8+6.55 USDC, ~55% side A) is exactly the target surfa","available":"ok β€” but the 19:00 UTC bet has expired; "},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts resting swap intents (11 on book per Step-1); arb-hunter's fallback surface β€” already proved viable (swap #22, #23 attempt)","available":"ok, 11 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also prices binaries against Polymarket; could post bets arb-hunter can take if CEX diverges from Polymarket implied","available":"ok, 0 deals, mission active"},{"agent":"vulture-andrew","fit":"no","why":"Same taker role β€” competitor for the same opportunities, not a counterparty","available":"unknown/undeployed"}],"reliableCounterparties":2,"missedOpportunities":"mimic-ljuba BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~55% side A implied): window open at W3 (18:27, ~33min remaining) but agent reported 'no binary bets'. If CEX oracle was materially above 55% side A at that time, this was a takeable edge β€” unmeasurable now because (a) we lack the CEX probability at 18:27, and (b) it's unclear whether the bet was already in the watcher's baseline or posted afte","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new binary bets and new swap intents β€” correct surfaces for latency arb","Baseline-then-delta prevents spurious wakes on stale book state","60s poll cadence appropriate for latency-sensitive mission","2h fallback ensures agent doesn't sleep forever in a quiet book","Zero-LLM watcher β€” correct"],"lacking":["Baseline-then-delta silently drops any bet already on-book when watcher arms β€” these never fire a wake even if they have 45min left and the CEX oracle diverges ","2h fallback is too coarse for a mission whose primary surface (binary bets) can have windows of 30-60min β€” agent can sleep through the entire opportunity"],"suggestedChange":"Add a near-expiry sweep inside the watch loop: for bets already in 'seen', if expiry is within 45min, re-emit them as candidates (fireWake) so the agent can re-evaluate oracle divergence. Alternatively, reduce the fallback to 30min β€” simple"},"issues":[{"scope":"agent","title":"Watcher baseline silently drops existing binary bets","detail":"The seen-set is populated on arm, and newMatches() only fires on intents NOT in seen. A binary bet already on-book when the watcher starts is permanently invisible until the next full wake (at most 2h later). This is exactly what likely caused the mimic-ljuba bet miss.","fix":"In the watch loop, after baseline is set, check seen-set bets for expiry ≀45min and call fireWake() for them β€” treating near-expiry as equivalent to 'new' for arb purposes."},{"scope":"agent","title":"2h fallback too coarse for 30-60min binary bet windows","detail":"Primary mission is near-decided binary bets. A bet posted at T=0 expiring at T+45min may be missed entirely if the watcher arms at T=5 with a 2h fallback and no new intents post. W4 at 19:25 ran 25min after the 19:00 bet expired.","fix":"Reduce fallbackMs to 30 * 60_000 (30min). Simple, no logic change, ensures at least one re-evaluation per typical binary bet window."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 explicitly noted 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg.' With 2 SSV now held from deal #1, this is partially resolved, but the constraint remains for most swap surfaces. Noted as structural in prior summary.","fix":"No immediate fix needed β€” natural inventory builds with each deal. Monitor whether SSV holding enables new swap legs next cycle."}],"assessment":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive cycle with zero change: armed=false, pidAlive=false, wake_script_source=null, lifetime spend frozen at $0.78. No new tokens, no new process, no harness event β€” the single initialization call completed but produced no registered watcher and nothing since. This is not transient sleep; the agent is permanently inert with no self-recovery path","badge":"DEAD β€” REDEPLOY","confidence":"high","bottomLine":"Four observer cycles, lifetime spend locked at $0.78 β€” the same figure since cycle 1. The initialization LLM call ran once, failed to register a watcher (wake_script_source=null, nextFallbackMin=null), and the process has not attempted to run again. No self-recovery mechanism exists in the current harness for this failure mode.","rootCause":{"class":"structural","evidence":"tokens_lifetime_usd=$0.78 unchanged across 4 cycles; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null; wake_script_source=null; wakes=0; recent_wakes=[]. The single call completed (cost captured) but produced no registered watcher β€” initialization exited without writing a va"},"reasoningRead":"Cannot assess β€” no reasoning has occurred since the failed initialization. The agent has not woken, posted, or reasoned once. The $0.78 spend is the initialization call only; zero mission-relevant computation has run.","wakeTriggers":["MISSING: no watcher registered β€” nothing can fire this agent","MISSING: no fallback scheduled (nextFallbackMin=null)","MISSING: no harness watchdog to detect and restart watcher-registration failures"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"If bear-yosher shorts BTC/ETH via delivered swaps, LP could fill the offsetting leg β€” but bear-yosher uses Perpetuals, not swaps, so direct ","available":"ok β€” woke 0m ago, 12 open intents"},{"agent":"rebalancer-lior","fit":"no","why":"Rebalancer-lior is a DCA buyer; bear-yosher is a short-seller β€” misaligned direction on the same assets, not complementary.","available":"ok but BTC intent #13 unfilled at 0m"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture-andrew takes mispriced positions β€” could take the other side of a bear-yosher short if priced attractively.","available":"unknown β€” health=unknown, deployed statu"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, so no book data has ever been evaluated. The BTC downside the fleet is not covering (lior's bid at ~63,348 vs LP ask at ~63,800) is exactly bear-yosher's mission territory, but the agent is not running to observe it.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no wake script was ever registered","No fallback timer set β€” agent cannot self-restart under any condition","No harness-side watchdog catches watcher-registration failures"],"suggestedChange":"Manual re-deployment: restart the agent process so the initialization call can re-run and attempt watcher registration; add a harness-level check that flags agents with lifetime spend > $0 but armed=false and no recent_wakes after N minutes"},"issues":[{"scope":"agent","title":"Initialization completed but watcher registration silently failed","detail":"The agent spent $0.78 on a single LLM call (presumably initial reasoning) but produced no wake_script_source and no registered watcher. The process exited cleanly enough for cost to be captured, but unsuccessfully enough that no watcher exists. Four cycles later, nothing has changed.","fix":"Re-deploy bear-yosher manually. Before re-running, inspect the agent's CLAUDE.md and any init-path tooling for errors that would cause watcher registration to be skipped or silently rejected (e.g., malformed schedule call, missing required fields, harness version mismatch)."},{"scope":"core","title":"No harness watchdog for failed watcher registration","detail":"The platform has no mechanism to detect: 'this agent spent tokens but never registered a watcher, and now it's permanently inert.' This failure mode is invisible until a human inspects the observer board. bear-yosher, bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, and vul","fix":"Add a fleet-level watchdog: if lifetime_spend > $0 AND wakes == 0 AND armed=false AND pidAlive=false for more than 30 minutes, emit a PushNotification and/or auto-restart the agent process. This converts a silent permanent failure into a recoverable transient one."}],"assessment":"Four observer cycles, lifetime spend locked at $0.78 β€” the same figure since cycle 1. The initialization LLM call ran once, failed to register a watcher (wake_script_source=null, nextFallbackMin=null), and the process has not attempted to run again. No self-recovery mechanism exists in the current harness for this failure mode."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":21,"msgs":524,"total":28057168,"totalUsd":15.53,"w5":26481168,"w5Usd":14.53,"w5PctPool":10.6,"w7":28057168,"w7Usd":15.53,"w7PctPool":1.2,"w5Son":24170523,"w7Son":25746523,"hourly":[12.2,1.78,0.49,0,0.06,1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T18:32:07.100Z","tokens":521511,"usd":0.57,"msgs":13}},"onchain":{"deals":2,"openIntents":12,"balanceUsd":756.28,"realizedPnl":-62.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":5,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"skipped":true,"badge":"SKIPPED","summary":"Verdict call failed.","assessment":"","confidence":"low"},"overBudget":{"pct":10.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":35,"wakes":4,"firstWakeMs":1780927020000,"lastWakeMs":1780928012000,"ageMin":259,"lastWhy":"In-the-money bet cannot fill; no new edge on book. One deliberate move rule: skip churn. Wait for expiry signal.","repeatWakes":2,"avgGapMin":6,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780945500344,"watching":"intent #31 resolves OR new β‰₯3pp BinaryBet appears (or 50min fallback)","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":59,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":45,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":true,"nextFallbackMin":47}},"verdict":{"summary":"Intent #28 remains live and unresolved β€” confirmed by fallback countdown dropping from nextFallbackMin=71 β†’ 57 in ~14 min of elapsed time (exact match, no slippage). open_intents=0 metric discrepancy persists as a known SDK/platform issue; watcher evidence (armed=true, ownIntentResolved=false) overrides it. 0 settled deals after 35 min; structural blocker is","badge":"WAITING, BTC GAP","confidence":"high","bottomLine":"Intent #28 is alive, not settled or expired β€” watcher countdown (71β†’57 min, 14 min elapsed) cleanly proves it. No fill in 35 min because the BTC spread ($452, 0.7%) puts momentum-nikita's bid below LP-Maker-Matheus's ask; the agent is doing exactly the right thing, but the market isn't clearing. LP-Maker-Matheus's current wake is the only near-term catalyst.","rootCause":{"class":"counterparty-starved","evidence":"BTC bid-ask gap ~$452 (rebalancer-lior bid ~$63,348 vs LP ask ~$63,800); intent #28 posted 35 min ago, settled_deals_detail=[], no fill event; watcher ownIntentResolved still false"},"reasoningRead":"Sound and solving the right problem. First wake established baseline, correctly identified BTC as strongest mover, posted 25% starter β€” disciplined sizing for a first position. Patient hold while the RFQ window runs is correct momentum behavior. Not a churn loop; 1 wake, 0 repeat_wakes.","wakeTriggers":["ownIntentResolved(#28) = true (fill or expiry) β†’ fireWake 're-decide'","90-min fallback (57 min remaining, fires ~19:14 UTC)","MISSING: no mid-window repricing trigger if BTC spread compresses and a better fill price becomes available"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BTC liquidity maker, 12 open intents, just woke 0 min ago β€” most likely to reprice BTC toward #28's bid this cycle","available":"just woke, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"BTC buyer itself (intent #13 unfilled), not a seller β€” can't fill momentum-nikita's buy","available":"armed, nextFallbackMin unknown"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced intents β€” could route if #28 is priced competitively, but BTC gap suggests it isn't","available":"woke 10 min ago"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is monitoring its own intent only, not scanning the book β€” mission-appropriate for a maker-stance agent waiting on delivery; no evidence of takeable intents in momentum-nikita's scope","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved(#28) β€” exactly the event that changes the agent's decision space","90-min fallback covers the 1h RFQ window + buffer β€” well-calibrated for the protocol's timeline","Zero-LLM, pure event poll β€” cheap and safe to run continuously","No book-trigger (correct: momentum agent isn't a responder, it's a poster)"],"lacking":["No mid-window repricing path: if BTC spread compresses to <0.3% during the 90-min hold, #28 could sit at a stale price while a fill is attainable at a slightly ","No cancel+repost logic for adverse price moves (BTC dropping sharply during the wait)"],"suggestedChange":"Add an optional mid-fallback check at ~45 min: if current BTC oracle has moved >0.5% from #28's posted price, cancel and repost at the updated mid β€” keeps the position competitive without burning extra wakes"},"issues":[{"scope":"core","title":"open_intents metric reports 0 despite live posted intent #28","detail":"open_intents=0 for 35+ min post-post while watcher confirms #28 is unresolved. This persists across at least 2 summary cycles and creates a misleading health/activity picture for any consumer of that metric.","fix":"Audit the open_intents aggregation query β€” likely a timing or address-match issue; cross-reference against the watcher's ownIntentResolved source to find the gap"},{"scope":"agent","title":"No repricing or cancel logic during 90-min RFQ hold","detail":"Momentum agent's edge is timing into strength; a 90-min stale bid in a moving BTC market can drift from 'competitive' to 'never fills' with no corrective action until the fallback fires.","fix":"Add mid-window repricing check in current.ts at ~45 min: poll oracle, compare to #28's posted rate, cancel+repost if spread > threshold"}],"assessment":"Intent #28 is alive, not settled or expired β€” watcher countdown (71β†’57 min, 14 min elapsed) cleanly proves it. No fill in 35 min because the BTC spread ($452, 0.7%) puts momentum-nikita's bid below LP-Maker-Matheus's ask; the agent is doing exactly the right thing, but the market isn't clearing. LP-Maker-Matheus's current wake is the only near-term catalyst."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive cycle with zero change: armed=false, pidAlive=false, wake_script_source=null, $0.15 lifetime spend (one initialization-era LLM call, never indexed as a wake). The prior summary's conclusion stands β€” no self-recovery path exists. The $0.15 spend pattern is consistent with an agent that executed one LLM call during setup but never completed ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"option-taker-matheus has never run: 0 wakes, wake_script_source=null, watcher fully disarmed with no fallback scheduled. The $0.15 lifetime spend is a single setup-era LLM call that did not produce a registered wake script. Manual deployment is the only path forward β€” and its primary counterparty (option-writer-matheus) is in an identical state, so deployment alone won't unlock trades.","rootCause":{"class":"structural","evidence":"wake_script_source=null means harness has no script to schedule; wakes=0 confirms the main loop never ran; armed=false + pidAlive=false + nextFallbackMin=null = no active scheduling state of any kind; $0.15 lifetime spend = one LLM call, never a real wake"},"reasoningRead":"N/A β€” agent has never executed a reasoning loop. The single LLM call ($0.15) was likely an initialization step that failed before writing current.ts to the harness. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script registered β€” harness has nothing to schedule","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no PID alive to self-arm"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural counterparty β€” writes ETH/BTC options that option-taker-matheus is mission-built to evaluate and take","available":"CRASHED β€” identical deployment state (he"},{"agent":"lp-maker-matheus","fit":"no","why":"LP posts swap intents, not options β€” wrong instrument class for this agent's mission","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never ran, so it never evaluated the book. Additionally, option-writer-matheus (its only viable counterparty) is also undeployed, so there are likely no on-chain options to take regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists in the harness at all","Cannot evaluate cadence, triggers, or fallback logic because no script was ever registered"],"suggestedChange":"Deploy the agent: write current.ts (scanning for live option intents from option-writer-matheus, cadence ~30–60min given the deliberate one-take-per-wake mission) and register it with the harness. Do this in tandem with option-writer-matheu"},"issues":[{"scope":"agent","title":"Agent never deployed β€” wake_script_source=null, 0 wakes","detail":"The $0.15 lifetime spend is one LLM call from setup; it never produced a current.ts registered with the harness. This is not a crash β€” it is a deployment that never completed. The fix is manual: re-run the agent's deployment step to generate and register a wake script.","fix":"Manually trigger deployment for option-taker-matheus (re-run init/bootstrap command or write current.ts directly into harness). Coordinate with option-writer-matheus deployment β€” both must be live for any trade to be possible."},{"scope":"agent","title":"Primary counterparty also undeployed","detail":"option-writer-matheus is in an identical state (health=unknown, never deployed). Even after option-taker-matheus is live, it will have 0 option intents to evaluate until option-writer-matheus is also running.","fix":"Deploy option-writer-matheus first (or simultaneously) so the book has live option intents before the taker starts burning tokens scanning an empty queue."},{"scope":"core","title":"Deployment gap: agents can enter roster without a registered wake script","detail":"Two option agents (taker + writer), stacker-massimo, vulture-andrew, and bear-yosher are all in this state β€” health=unknown, never deployed, $0 or $0.15 spend. The harness accepts them as roster members but has no guard against wake_script_source=null at registration time. A single setup LLM call ca","fix":"Add a harness-level check: if wake_script_source=null after the initialization call completes, mark the agent health=error (not unknown) and surface it in the board as 'deployment incomplete' β€” currently it is invisible until a human reads the raw metrics."}],"assessment":"option-taker-matheus has never run: 0 wakes, wake_script_source=null, watcher fully disarmed with no fallback scheduled. The $0.15 lifetime spend is a single setup-era LLM call that did not produce a registered wake script. Manual deployment is the only path forward β€” and its primary counterparty (option-writer-matheus) is in an identical state, so deployment alone won't unlock trades."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change since last run β€” state is identical: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend. The $0.15 equals last_wake_usd exactly, confirming a single partial initialization wake that never completed watcher registration. Zero option intents ever posted (open_intents=null). Self-recovery is structurally impossible: no","badge":"DEPLOYMENT FAILURE","confidence":"high","bottomLine":"Fully crashed with no self-recovery path. The one initialization wake ($0.15, 100% of lifetime spend) never completed watcher registration β€” current.ts was never written to disk, so the SDK has nothing to arm. The failure mode is identical to option-taker-matheus: both spent exactly $0.15 on a single init wake and produced zero intents. The 30% option-writing sleeve and 70% contrarian portfolio have never run.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=0.15 == last_wake_usd=0.15 (single init wake, no subsequent activity), open_intents=null, settled_deals=not-indexed"},"reasoningRead":"Cannot assess β€” the agent never reached its reasoning loop. The init wake consumed $0.15 but exited before producing a watcher script. No reasoning has occurred.","wakeTriggers":["MISSING: no watcher script on disk β€” nothing to arm, nothing to fire"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Natural buyer of ETH/BTC options this agent would write","available":"also fully crashed (same deployment-fail"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values options vs Polymarket implied distribution β€” would buy mispriced ones","available":"ok, deployed, 0 deals so far"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries/options on fast feed β€” could take in-the-money written options","available":"ok, active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never entered operational state β€” no intents ever posted, no watcher to observe the book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no current.ts exists on disk; watcher was never written during the initialization wake","No fallback scheduled (nextFallbackMin=null) β€” the agent cannot self-recover under any condition"],"suggestedChange":"Re-deploy from scratch: the init wake must be re-run with a fix ensuring current.ts is written to disk before the process exits β€” same fix class needed for option-taker-matheus"},"issues":[{"scope":"agent","title":"Watcher script never written during initialization","detail":"The single init wake ($0.15) exited before persisting current.ts. This is confirmed by wake_script_source=null and watcher.armed=false. No operational state was ever reached β€” the 70/30 portfolio logic and option-writing sleeve have never executed.","fix":"Re-trigger deployment. Investigate why the init wake exits early β€” likely an unhandled exception or missing config during watcher-write phase. Check if the same root cause (e.g. missing CLAUDE.md field, SDK version mismatch, or tool permission error) also explains option-taker-matheus's identical $0"},{"scope":"agent","title":"Same deployment-failure class as option-taker-matheus β€” likely shared root cause","detail":"Both matheus option agents spent exactly $0.15 on one init wake and produced zero intents and no watcher. The probability of two independent failures at the same cost is low β€” this points to a shared config error (e.g. a matheus-specific credential, a shared CLAUDE.md misconfiguration, or a tool tha","fix":"Diff the init-wake transcripts for both option-writer-matheus and option-taker-matheus; find the first divergence from a healthy agent's init. Fix the shared blocker once, then redeploy both."}],"assessment":"Fully crashed with no self-recovery path. The one initialization wake ($0.15, 100% of lifetime spend) never completed watcher registration β€” current.ts was never written to disk, so the SDK has nothing to arm. The failure mode is identical to option-taker-matheus: both spent exactly $0.15 on a single init wake and produced zero intents. The 30% option-writing sleeve and 70% contrarian portfolio have never run."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":35,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":28,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1528}},"verdict":{"summary":"First-ever wake (18:03, 18min ago) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC, expiry ~Jun9 16:00 UTC). Watcher armed+pidAlive, polling every 60s for new non-swap intents and pre-expiry oracle check. Prior open question on wake-script quality is now resolved: script is well-reasoned. Sole concern this cycle: open_intents metric reads 0 despite ","badge":"LIVE, BOOK WATCHING","confidence":"medium","bottomLine":"Agent is healthy and correctly armed. The 25.6hr fallback is appropriate (bet expires ~21hr from now, fallback fires 4hr post-expiry as a safety net); the real action cadence is the 60s poll loop, not the fallback. The BTC price ($63,457 vs $64k strike) gives ~$543 of room β€” bet is live but has no taker yet at 18min old.","rootCause":{"class":"maker-only","evidence":"Intent #32 posted 18min ago; 0 settled deals; 0 counterparty fills. No other non-swap intents on the book to take. Too early to diagnose β€” agent only has 1 wake."},"reasoningRead":"Sound and on-mission. The one-wake history is too thin to judge churn. The choice to post BTC<$64k at 0.617 (citing $158k Polymarket liquidity + $52k/day volume + oracle $63,457) is quantified and coherent. Not solving the wrong problem.","wakeTriggers":["ownIntentResolved: intent #32 filled or expired","preExpireFired: 5min before Jun9 16:00 UTC expiry β€” oracle check + settle","newMatches: any non-swap intent appears on book (60s poll)","fallback: Jun9 20:00 UTC (4hr post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” fit grows if BTC approaches $64k in final hours","available":"ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors binary bets; could take the other side of #32","available":"ok, 0 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off bets β€” would take #32 if it reads the odds as mispriced","available":"crashed/unknown"}],"reliableCounterparties":1,"missedOpportunities":"none β€” book shows 0 non-swap intents to take; watcher would have fired if any appeared in the 18min since wake","wakeScript":{"wellReasonedForMission":true,"good":["60s poll loop actively scans for new non-swap intents β€” correct cadence for a reactive taker mission","Pre-expiry trigger (5min before Jun9 16:00 UTC) is smart: lets agent check oracle and settle if won without waiting for fallback","Fallback at 4hr post-expiry (not pre-expiry) avoids premature re-wake; correct timing","ownIntentResolved fires immediately on fill β€” no latency from missing a fill"],"lacking":["No Polymarket odds drift check in the loop: if implied probability shifts materially (e.g., BTC spikes to $63,900), the agent can't reprice or post a follow-on ","open_intents=0 in metrics despite confirmed on-chain post suggests the book-read tool and the intent-state tool may not be in sync"],"suggestedChange":"Add a Polymarket price-drift trigger: if the oracle moves >1% toward or away from the $64k strike, fire a wake so the agent can reassess whether to post a second bet or abandon the current one before expiry."},"issues":[{"scope":"core","title":"open_intents metric reads 0 despite confirmed intent #32 post","detail":"Metrics show open_intents=0 but recent_wakes log a successful txHash for intent #32. Data-lag or indexer gap means the board can't confirm whether #32 is live or was immediately consumed.","fix":"Reconcile readOpenIntents response with on-chain intent state in the SDK data pipeline; ensure the metrics snapshot reflects chain state, not just the API cache."},{"scope":"agent","title":"No Polymarket odds drift trigger between wakes","detail":"The watcher can't detect a material Polymarket probability shift (e.g., from 0.617 to 0.75 if BTC drops) that would warrant a second bet or repricing.","fix":"Add a lightweight Polymarket API poll to the 60s loop comparing current implied prob vs posted 0.617; fire wake if delta >5pp."}],"assessment":"Agent is healthy and correctly armed. The 25.6hr fallback is appropriate (bet expires ~21hr from now, fallback fires 4hr post-expiry as a safety net); the real action cadence is the 60s poll loop, not the fallback. The BTC price ($63,457 vs $64k strike) gives ~$543 of room β€” bet is live but has no taker yet at 18min old."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":74,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":72,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":171}},"verdict":{"summary":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC) has now expired β€” open_intents=0 confirms it. The $452 gap vs LP-Maker-Matheus (~63,800) was never bridged. Watcher pidAlive=false since shortly after the w1 wake: both the ownIntentResolved polling loop and the 17:30 UTC market-open setTimeout are dead; only the 4h fallback (fires ~21:20 UTC, nextFallbackMin=","badge":"WAITING ON FALLBACK","confidence":"high","bottomLine":"Intent #13 expired unfilled; watcher process death killed the intent-resolution and market-open triggers, leaving only the 4h fallback (~21:20 UTC, 181min out). The DCA mission permits repricing β€” lior underpriced by $452 vs the only available BTC seller, and should post within ~0.3% of oracle mid on the next wake.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus is the sole BTC seller at ~63,800; lior bid ~63,348 ($452 gap, 0.7%). No other BTC sellers on book. Intent #13 ran 48+ min unfilled then expired."},"reasoningRead":"Sound in w1 (BTC at -35pp underweight, $7 DCA slice, registration prereq handled correctly). The flaw is price selection: it anchored to ~63,348 rather than querying oracle mid, leaving a $452 gap to the only available seller. This is not a mission constraint β€” DCA says patient accumulation, not fixed-price anchoring. Solving the right problem; execution underpriced it.","wakeTriggers":["ownIntentResolved polling on intent #13 β€” DEAD (pidAlive=false, loop stopped)","setTimeout for US market open at 17:30 UTC 2026-06-08 β€” MISSED (process died before fire time)","4h armWatcher fallback β€” ALIVE, fires ~21:20 UTC (nextFallbackMin=181)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only BTC seller on book at ~63,800; gap is bridgeable if lior reprices to within ~0.3% of oracle mid (~63,550–63,600)","available":"ok β€” woke 0m ago per Step-1, 12 open int"}],"reliableCounterparties":1,"missedOpportunities":"None β€” lior is a DCA buyer posting bids, not a taker of others' intents. Its only deal path is LP-Maker-Matheus filling its bid; no taker-side opportunities apply to this mission.","wakeScript":{"wellReasonedForMission":true,"good":["Three-trigger design (intent resolution, market-open timer, 4h fallback) is well-reasoned for a DCA agent that trades both crypto and stocks on different cadenc","ownIntentResolved correctly scopes the poll to this agent's own intent, not the whole book","4h fallback ensures the agent never stays dark indefinitely"],"lacking":["pidAlive=false killed the polling loop and the setTimeout simultaneously β€” no recovery path when the watcher process dies mid-watch","Intent expiry is not modeled as a time-based trigger; the only expiry signal is the polling loop (now dead), so the expired intent generated no wake"],"suggestedChange":"Register an additional armWatcher deadline matching intent #13's TTL so expiry fires the wake externally β€” independent of whether the polling process is alive. This decouples the most critical signal (intent expired, must re-decide) from pr"},"issues":[{"scope":"core","title":"Watcher process death silently kills in-process triggers","detail":"pidAlive=false after w1 means ownIntentResolved polling stopped and the 17:30 UTC setTimeout never fired. The 4h external fallback survived (it's registered outside the process), but two of three triggers are dead with no alert or restart. The market-open DCA-stocks opportunity at 17:30 UTC was miss","fix":"SDK should detect pidAlive=false and restart the watcher, OR persist scheduled setTimeout triggers externally (alongside armWatcher) so they survive process death."},{"scope":"agent","title":"Bid underpriced by $452 vs the only available BTC seller","detail":"Intent #13 at ~63,348 sat $452 (0.7%) below LP-Maker-Matheus's ~63,800 ask for its full ~48min lifetime. The DCA mission imposes no price anchor β€” the agent should price within a tight band of oracle mid each wake rather than computing its own implied rate that undersells the book.","fix":"On next wake (~21:20 UTC), query oracle mid for BTC/USDC and post within 0.2–0.3% of it. If that still doesn't cross LP's ask, the spread is a structural market problem (route to core/fleet), not a lior problem."}],"assessment":"Intent #13 expired unfilled; watcher process death killed the intent-resolution and market-open triggers, leaving only the 4h fallback (~21:20 UTC, 181min out). The DCA mission permits repricing β€” lior underpriced by $452 vs the only available BTC seller, and should post within ~0.3% of oracle mid on the next wake."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive cycle with zero change: never deployed, 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null. Both blockers confirmed still present and unchanged: (1) no wake script loaded β€” watcher cannot arm; (2) 0.50 USDC per-wake lot is ~24Γ— below lp-maker-matheus minimum lot (~12 USDC) β€” even successful deploym","badge":"NOT DEPLOYED","confidence":"high","bottomLine":"Stacker-massimo has never run: 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false across four consecutive cycles. Two independent blockers must both be resolved before any deal is possible: deploy a wake script, and increase lot size from 0.50 USDC to β‰₯12 USDC to meet lp-maker-matheus's minimum.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no script to arm); watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null (fully offline, not resting); 0.50 USDC mission lot vs ~12 USDC LP minimum β€” ~24Γ— gap means no deal possible even post-deployment; settled_deals=[] across all time"},"reasoningRead":"Cannot evaluate β€” agent has never woken. Mission text is clear and patient, but the stated lot size (0.50 USDC) is structurally incompatible with the only available sNVDA liquidity provider. The reasoning embedded in the mission is solving the wrong problem at the wrong scale.","wakeTriggers":["MISSING: no wake script loaded β€” nothing can fire","MISSING: no fallback timer (nextFallbackMin=null) β€” agent is fully offline, not just resting"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA liquidity source, but minimum lot ~12 USDC is ~24Γ— stacker's 0.50 USDC slice β€” every posted intent would be below threshold","available":"ok β€” woke 0m ago, 12 open intents"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, cannot observe or act on any intent","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (null) β€” cannot assess cadence, triggers, or fallback","Without a script, armed=false permanently; agent cannot self-start"],"suggestedChange":"Deploy a wake script with a simple time-based fallback (e.g. every 30–60 min) that posts one sNVDA swap intent at β‰₯12 USDC lot size; no book-reading needed for this patient DCA mission"},"issues":[{"scope":"agent","title":"No wake script β€” agent never arms","detail":"wake_script_source=null across four cycles. watcher.armed=false, pidAlive=false, nextFallbackMin=null. Agent is fully offline.","fix":"Write and deploy a minimal wake script with a time-based fallback trigger (e.g. 30–60 min interval); no oracle or book dependency needed for a simple DCA poster"},{"scope":"agent","title":"Mission lot size (0.50 USDC) below LP minimum (~12 USDC) β€” structural deal freeze","detail":"lp-maker-matheus is the only sNVDA counterparty; its minimum lot is ~12 USDC. Stacker's 0.50 USDC per-wake slice would be rejected every time. This blocker is independent of the deployment failure β€” both must be fixed.","fix":"Increase per-wake lot to β‰₯12 USDC, or confirm LP minimum and set lot to that threshold; adjust total budget/wake cadence accordingly"}],"assessment":"Stacker-massimo has never run: 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false across four consecutive cycles. Two independent blockers must both be resolved before any deal is possible: deploy a wake script, and increase lot size from 0.50 USDC to β‰₯12 USDC to meet lp-maker-matheus's minimum."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":50,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":309,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"Wake #1 confirmed 299 min ago: USDC approved, 60-min warmup watcher armed. Wakes counter is still 1 despite ~5 hours elapsed β€” intermediate warmup wakes (expected every 60 min, so ~4 by now) are not surfacing in the metric, suggesting the metrics indexer does not capture warmup-cadence sub-wakes, or the agent set a single longer-horizon watcher rather than r","badge":"WARMUP INFLECTION NEAR","confidence":"medium","bottomLine":"Swing-nikita is alive and correctly in warmup; 0 deals is expected. The unanswerable question β€” whether any asset is stretched enough to trigger a first trade in ~23 min β€” resolves on the next wake. The wakes=1 metric despite 5h elapsed is the only anomaly worth watching; it may mean intermediate sample-wakes aren't indexed, or the warmup was set as one long window rather than recurring 60-min arming.","rootCause":{"class":"structural","evidence":"No deals possible during warmup phase; agent has wakes=1, $0.56 lifetime spend (all wake #1), 0 open intents β€” warmup is designed to build trailing-average samples before any trade fires. This is correct behavior, not a failure."},"reasoningRead":"Sound and on-mission. A dislocation-fader must establish a trailing average before it can detect stretch β€” the warmup-first approach is the right design. The 60-min cadence is appropriate for building a meaningful multi-sample baseline. However, wakes=1 at 299 min is a discrepancy: either intermediate warmup wakes aren't being counted (metrics gap) or the agent armed a single long-window watcher r","wakeTriggers":["60-min time-based fallback (warmup cadence)","MISSING: condition-based trigger for when warmup transitions to active mode β€” the current script has an empty poll loop; on next wake, if warmup completes, the "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for delivered swaps; 12 open intents, 2 settled deals, just woke 0m ago β€” best available liquidity provider","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts delivered swaps (BTC bid ~$63,348); could cross with swing-nikita if they're stretching in opposite directions, but both are make","available":"ok, 1 open intent (expired unfilled)"},{"agent":"arb-hunter-tom","fit":"no","why":"Focuses on binary bets and near-decided outcomes; not a swap counterparty","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book during warmup. The current script explicitly does no book polling. Whether any open intent (e.g., rebalancer-lior's BTC bid or LP's 12 open intents) could have been taken is unknown β€” swing-nikita would only evaluate this after warmup completes on the next wake.","wakeScript":{"wellReasonedForMission":true,"good":["Pure time-based 60-min fallback is correct during warmup β€” no premature signal evaluation before samples exist","Zero LLM spend between wakes ($0 in last 5h β€” only the initial $0.56 setup cost)","Armed with pid alive; runWatchLoop handles fallback cleanly, no polling waste"],"lacking":["Empty poll body (`// No condition to check`) is fine for warmup but signals no transition logic: the script cannot self-exit warmup early if samples accumulate ","Wakes=1 at 299 min with a 60-min fallback is unexplained β€” either intermediate wakes aren't indexed or this is one long watcher, not a recurring 60-min cycle; t"],"suggestedChange":"On the next wake, if warmup is complete, emit a condition-based watcher that polls the oracle feed for price-stretch vs trailing average (e.g., fire if any tracked asset deviates >1.5% from its N-sample mean) rather than re-arming another p"},"issues":[{"scope":"agent","title":"wakes=1 at 299 min with 60-min cadence β€” metric gap or single-window warmup","detail":"Either intermediate warmup wakes (expected ~4 by now) aren't indexed in the wakes counter, or wake #1 armed a single long-horizon watcher rather than a recurring 60-min one. Either way, the metric gives no visibility into how many price samples have been collected.","fix":"On next wake, have agent log sample count explicitly (e.g., in wake summary: 'warmup sample N of M collected'). If only 1 wake = 1 sample, the trailing average is meaningless and the agent should extend warmup rather than trade."},{"scope":"core","title":"Warmup sub-wakes not surfacing in wakes counter","detail":"If the SDK's wake metrics only count 'mission wakes' and not warmup-cadence wakes, the observer has zero visibility into whether warmup is progressing (N samples) or stalled (still 1 sample after 5h). This affects any agent with a multi-sample warmup phase.","fix":"SDK should count all watcher-fired wakes uniformly, or expose a separate warmup_wakes counter so the observer can distinguish 'never fired' from 'fired 4 times in warmup'."}],"assessment":"Swing-nikita is alive and correctly in warmup; 0 deals is expected. The unanswerable question β€” whether any asset is stretched enough to trigger a first trade in ~23 min β€” resolves on the next wake. The wakes=1 metric despite 5h elapsed is the only anomaly worth watching; it may mean intermediate sample-wakes aren't indexed, or the warmup was set as one long window rather than recurring 60-min arming."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Third consecutive run: 0 wakes, $0 burn, armed=false, pidAlive=false, null wake_script_source β€” never deployed. Opportunity cost now measurable: LP-Maker-Matheus has 12 live swap intents (up from 11 last run) across BTC/ETH/sNVDA/sMSFT/sAAPL, the BTC ask sits at ~63,800 vs rebalancer-lior's bid at ~63,348 ($452, 0.7% spread), and Mimic-Ljuba's binary (8+6.55","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Vulture-andrew has never run a single wake. With 12 LP-Maker-Matheus intents live (BTC ask ~63,800, $452 above rebalancer-lior's bid) and a 14.55 USDC binary expiring in ~39m, the agent is missing multiple on-mission edges simultaneously. This is a pure deployment gap β€” no code issue, no market issue β€” the agent simply needs to be started.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null across all 3 observed runs; 0 wakes lifetime; no settled deals indexed"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate. The mission is sound (take mispriced swaps + near-decided binaries), the market is presenting the exact edges it targets, but no code runs to act on them.","wakeTriggers":["MISSING: any trigger β€” no wake script exists","MISSING: book poll for LP-Maker-Matheus mispriced intents","MISSING: binary-bet scanner (Mimic-Ljuba 8+6.55 USDC at 19:00 UTC would fire this)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"12 live swap intents across BTC/ETH/sNVDA/sMSFT/sAAPL β€” prime vulture hunting ground; BTC ask ~63,800 is $452 above rebalancer-lior's reveal","available":"ok, just woke 0m ago"},{"agent":"mimic-ljuba","fit":"yes","why":"Posted 8+6.55 USDC binary (~39m to 19:00 UTC expiry) β€” near-decided bets are explicitly vulture's mission","available":"ok, live"},{"agent":"rebalancer-lior","fit":"maybe","why":"Intent #13 bid ~63,348 BTC now at 0m β€” expired unfilled; future DCA slices are the recurring counterparty flow vulture could anticipate","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX feed β€” same book, different edge; not a counterparty","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Intent #13 (rebalancer-lior BTC buy at ~63,348, expired at 0m remaining) β€” vulture could have posted a matching ask below LP's 63,800. Mimic-Ljuba binary (8+6.55 USDC, 19:00 UTC, ~39m left) β€” near-decided, on-mission, uncontested. BTC spread arb (~$452) visible all cycle. All unmeasurable precisely: watcher is blind to the book because it doesn't exist.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” null wake_script_source","No book scan for mispriced LP intents","No binary-bet scanner watching for near-expiry / near-decided bets","No fallback cadence to avoid complete silence"],"suggestedChange":"Deploy a zero-LLM watcher that polls the open-intent book for (a) any swap priced >0.3% from oracle mid and (b) any binary with <60m to expiry or >80% implied probability β€” wake the agent only when either threshold is hit, with a 30m fallba"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, no watcher","detail":"Three consecutive observation cycles: armed=false, pidAlive=false, wake_script_source=null, 0 wakes. The agent has never run. Meanwhile LP-Maker-Matheus has 12 live intents and a binary bet is expiring in ~39m.","fix":"Write and deploy vulture-andrew's CLAUDE.md + watcher (current.ts) with the book-scan logic above. This is the only required action β€” the market is producing edges on-mission right now."},{"scope":"agent","title":"Opportunity cost: ~$452 BTC spread + 14.55 USDC binary uncontested","detail":"BTC ask on book ~63,800 vs rebalancer-lior revealed bid ~63,348 = $452 (0.7%) spread. Mimic-Ljuba binary (8+6.55 USDC, 19:00 UTC) uncontested with ~39m left. Both are on-mission edges; both expire without vulture.","fix":"Deployment alone resolves this β€” no repricing or mission change needed."}],"assessment":"Vulture-andrew has never run a single wake. With 12 LP-Maker-Matheus intents live (BTC ask ~63,800, $452 above rebalancer-lior's bid) and a 14.55 USDC binary expiring in ~39m, the agent is missing multiple on-mission edges simultaneously. This is a pure deployment gap β€” no code issue, no market issue β€” the agent simply needs to be started."}}],"unattributed":{"sessions":85,"tokens":36489661,"usd":24.68,"w5":35626897,"w5Usd":24.37,"hourly":[0,0.03,0,8.72,15.62,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":266,"tokens":6828850,"usd":17.18,"w5":5139095,"w5Usd":12.88,"hourly":[3.71,1.3,0,3.2,4.68,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":74746687,"grandUsd":59.05,"grandSessions":376,"attributedTokens":31428176,"unattributedTokens":36489661,"boardTokens":6828850,"reassembledTokens":74746687,"tokensBalance":true,"attributionPct":46.3,"multiMatchSessions":0,"sessionsScanned":1118,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (5/12 agents addressed)","dedup":{"rawMsgs":3280,"dedupedMsgs":1452,"rawTokens":158168006,"dedupedTokens":74746687,"dupRatio":2.116}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T18:30:23.121Z","swarm":{"headline":"BTC FROZEN, 42% OFFLINE","funnel":{"posted":35,"settled":2,"conversionPct":5.7,"byTemplate":{"Swap":{"posted":32,"settled":2,"open":12,"note":"both settled deals LP-Maker-Matheus ↔ external addresses (0xFd1B, 0x1a74); 0 agent-to-agent BTC/ETH fills"},"BinaryBet":{"posted":3,"settled":0,"open":2,"note":"mimic-ljuba (30m, 8+6.55 USDC) + 0x9199 (1290m, 10 USDC) visible on book; polymarket-ljuba intent #32 live on-chain but SDK open_intents=0"}}},"liquidityMap":[{"market":"BTC/USDC","flow":"rebalancer-lior bid ~63,348 β†’ [gap $452, 0.7%] ← lp-maker-matheus ask ~63,800","status":"FROZEN β€” intent #13 expired after 48+ min unfilled; intent #28 (momentum-nikita)"},{"market":"SSV/USDC","flow":"lp-maker-matheus ↔ arb-hunter-tom","status":"ACTIVE β€” deal #1 settled (4.24 USDC β†’ 2 SSV, +57bps); LP has 2 SSV β†’ 4.26 USDC s"},{"market":"ETH/USDC","flow":"lp-maker-matheus β†’ [no agent taker]","status":"MAKER ONLY β€” 0.01 ETHβ†’16.92 USDC and 13.4 USDCβ†’0.008 ETH posted; no awake agent "},{"market":"Synthetic equities (sNVDA/sMSF","flow":"lp-maker-matheus β†’ [no agent taker]","status":"MAKER ONLY β€” 6 open intents posted; vulture-andrew (natural taker) never deploye"},{"market":"BinaryBet","flow":"mimic-ljuba + polymarket-ljuba β†’ [no functioning taker]","status":"SUPPLY CHAIN PARTIAL β€” 2 live bets on book; arb-hunter-tom missed mimic-ljuba's "}],"causalLinks":[{"cause":"LP-Maker-Matheus prices BTC asks at ~63,800; rebalancer-lior bids at ~63,348 β€” a $452 (0.7%) gap neither agent can cross","effect":"BTC market frozen for 2+ consecutive cycles: intent #13 expired after 48+ min, intent #28 now 35+ min unfilled; momentum","evidence":"Intent #13 confirmed expired (rebalancer-lior open_intents=0); intent #28 watcher ownIntentResolved=false; LP open book shows 0.0002 BTCβ†’12.76 USDC implying ask ~63,800"},{"cause":"5 agents permanently offline (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew)","effect":"Fleet at 58% capacity; every market except SSV is maker-only or frozen; no agent takers exist for synthetic equities or ","evidence":"All 5: armed=false, pidAlive=false, wake_script_source=null confirmed across 3–4 consecutive cycles; 0 lifetime wakes for most"},{"cause":"arb-hunter-tom watcher seeds its seen-set from the book at arm time β€” pre-existing bets are invisible on all subsequent ","effect":"mimic-ljuba's binary bet (8+6.55 USDC, 19:00 UTC expiry) was live with ~33 min left at W3 (18:27); agent reported 'no bi","evidence":"W3 report: 'no binary bets'; mimic-ljuba bet confirmed live with 30min left in concurrent observation; W4 (post-expiry): agent took a swap instead; rootCause documents seen-set baseline mechanism"},{"cause":"mimic-ljuba is now LIVE (armed=true, pidAlive=true, nextFallbackMin=35) β€” state change from all prior cycles where it wa","effect":"Binary supply chain is partially alive: mimic-ljuba posted its own bet AND is watching for counterparties; but the taker","evidence":"mimic-ljuba watcher.armed=true, pidAlive=true, nextFallbackMin=35 this cycle vs armed=false, pidAlive=false in all prior summaries"},{"cause":"polymarket-ljuba first-ever wake (18:03) posted intent #32 (BTC<64k, 10 USDC); arb-hunter-tom is the only binary-capable","effect":"Intent #32 will age unfilled unless arb-hunter-tom re-arms post seen-set fix and recognizes it as a new intent; with the","evidence":"polymarket-ljuba intent #32 on book (18min posted at summary time); arb-hunter-tom reliableCounterparties=2 but seen-set bug documented; vulture-andrew armed=false"},{"cause":"Both settled deals this cycle are LP-Maker-Matheus ↔ external EOAs (0xFd1B…1544, 0x1a74…7A77), not internal agents","effect":"Fleet's 5.7% conversion rate is driven entirely by external retail flow, not agent-to-agent interplay β€” the internal net","evidence":"Recent deals both cite external addresses; only agent-to-agent deal is arb-hunter-tom SSV swap #22 (deal #1, prior cycle)"}],"insights":[{"severity":"critical","title":"BTC gap ($452, 0.7%) blocking 3 intents across 2 cycles","detail":"LP-Maker-Matheus ask ~63,800 vs rebalancer-lior bid ~63,348 has frozen the BTC market for 2+ consecutive cycles. Intent #13 expired after 48+ min unfilled; intent #28 (momentum-nikita) now 35+ min unfilled. This single pricing gap is the most expensive recurring failure in the fleet.","evidence":"Intent #13 expiry confirmed (rebalancer-lior open_intents=0); intent #28 watcher ownIntentResolved=false; LP book entry: 0.0002 BTCβ†’12.76 USDC (~63,800/BTC); gap unchanged across orient context","scope":"fleet","fix":"Decide which agent adjusts: rebalancer-lior bid ceiling raised to ~63,700 (0.1% below ask), OR lp-maker-matheus instructed to price BTC within 0.3% of oracle. One CLAUDE.md edit resolves 2 stranded intents immediately."},{"severity":"critical","title":"42% of fleet offline β€” 5 agents require manual redeploy","detail":"bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew: all show armed=false, pidAlive=false, wake_script_source=null across 3–4 consecutive cycles with zero self-recovery. stacker-massimo has an additional mission blocker: 0.50 USDC lot vs ~12 USDC LP minimum (24Γ— gap β€” even successful redeploy produces no deals without a lot-size fix).","evidence":"All 5 agents: null watcher state confirmed cycles 1–4; stacker-massimo lot-size gap documented in rootCause; $0–$0.78 lifetime spend (init-only)","scope":"fleet","fix":"Redeploy vulture-andrew first (immediately unlocks synthetic equity taker + binary bet counterparty path for polymarket-ljuba #32). Fix stacker-massimo lot size (0.50β†’β‰₯12 USDC) before deploying. Then bear-yosher, option-taker-matheus, option-writer-matheus."},{"severity":"warn","title":"arb-hunter-tom seen-set baseline bug β€” pre-existing bets never re-evaluated","detail":"The watcher seeds its seen-set from the book at arm time, making already-live bets permanently invisible regardless of approaching expiry or CEX divergence. This caused a confirmed miss: mimic-ljuba's 8+6.55 USDC bet (19:00 UTC expiry) was live with 33 min left at W3 (18:27) and reported as 'no binary bets'. The bet expired unfilled.","evidence":"W3 report 'no binary bets' vs confirmed live bet; W4 post-expiry agent took swap instead; polymarket-ljuba intent #32 likely also invisible on arb-hunter-tom's next wake","scope":"fleet","fix":"Modify arb-hunter-tom wake script: scan ALL open non-swap intents each wake (ignore seen-set for eval, or seed seen-set only with filled intents). Add expiry-proximity trigger: fire if any binary bet has <60 min to expiry."},{"severity":"warn","title":"Binary market has 2 live supply bets but zero functioning takers","detail":"mimic-ljuba (armed, nextFallbackMin=35) and polymarket-ljuba (intent #32, BTC<64k Jun9 16:00 UTC, 10 USDC) both have live supply. 0x9199 has a 10 USDC binary bet open (1290 min). Three binary bets open, 0 settled. arb-hunter-tom seen-set bug is the proximate blocker; vulture-andrew offline is the structural one.","evidence":"Open book: mimic-ljuba BinaryBet (30m left), 0x9199 BinaryBet (1290m left); polymarket-ljuba intent #32 confirmed live; settled BinaryBet = 0","scope":"fleet","fix":"Fix arb-hunter-tom seen-set (agent scope, immediate). Deploy vulture-andrew (fleet scope, structural fix). Together these give the binary market 2 active takers."},{"severity":"ok","title":"LP-Maker-Matheus driving all settled volume β€” 12 open intents healthy","detail":"Both this-cycle settled deals are LP-Maker-Matheus ↔ externals. 12 open intents spanning BTC/ETH/SSV/sNVDA/sMSFT/sAAPL. The LP is the fleet's sole working hub; internal agents are not yet filling it at scale. arb-hunter-tom's SSV deal (#1, +57bps) is the only agent-to-agent fill to date.","evidence":"Settled deals: LP↔0xFd1B, LP↔0x1a74; arb-hunter-tom deal #1 settled (4.24 USDCβ†’2 SSV); 12 LP intents confirmed in open book","scope":"fleet","fix":"No LP fix needed. Deploy counterparty agents (vulture-andrew, stacker-massimo corrected lot size) to route agent-to-agent volume through LP's standing book."},{"severity":"ok","title":"polymarket-ljuba deployed successfully β€” first intent live","detail":"First-ever wake at 18:03 UTC produced intent #32 (BTC<64k/Jun9, 0.617 implied, 10 USDC). Watcher armed+pidAlive, 60s polling cadence, 1530-min fallback. open_intents=0 metric is a known SDK indexing lag, not an agent failure. Too early to diagnose counterparty fit after 1 wake.","evidence":"polymarket-ljuba intent #32 confirmed on open book; watcher.armed=true, pidAlive=true, nextFallbackMin=1530","scope":"fleet","fix":"No action needed this cycle. Monitor intent #32 fill. Track open_intents=0 SDK discrepancy as platform issue β€” this is the third agent affected (also momentum-nikita, rebalancer-lior)."}],"fleetMoves":[{"scope":"fleet","action":"Close the BTC gap: edit rebalancer-lior CLAUDE.md to allow bids up to ~63,700 OR instruct lp-maker-matheus to price BTC within 0.3% of oracle. One edit unblocks intent #28 (momentum-nikita) and prevents the next rebalancer-lior intent from expiring the same way."},{"scope":"fleet","action":"Manually redeploy vulture-andrew first (unlocks synthetic equities + binary taker path for 3 open binary bets), then bear-yosher and both option-matheus agents. Fix stacker-massimo lot size to β‰₯12 USDC before deploying β€” otherwise it redeploys into guaranteed 0-deal state."},{"scope":"fleet","action":"Fix arb-hunter-tom seen-set baseline: evaluate ALL open binary bets each wake regardless of seen-set history; add <60min expiry proximity trigger. Minimum change to make the agent functional as a binary arb taker β€” polymarket-ljuba intent #32 is live now and waiting."},{"scope":"core","action":"Investigate open_intents=0 SDK metric discrepancy: confirmed affecting momentum-nikita (intent #28), rebalancer-lior (intent #13), and polymarket-ljuba (intent #32) across 3+ cycles. This erodes observability trust fleet-wide and forces agents to use watcher-state as ground truth"}],"at":"2026-06-08T18:33:04.486Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP ACTIVE, BTC GAP HOLDS","healthDelta":"Marginally better vs last run: 2 new deals settled (both LP-Maker-Matheus), polymarket-ljuba deployed for first time β€” but the BTC bid-ask gap (~$452, 0.7%: rebalancer-lior bid ~63,348 vs LP ask ~63,800) drove intent #13 to 0m remaining unfilled, the same gap that froze the fleet last cycle.","focusAreas":["Rebalancer-Lior intent #13 at 0m β€” expiring NOW unfilled; BTC spread ($452, 0.7%) unchanged from last run","LP-Maker-Matheus just woke (0m ago), 12 open intents, $13.83 5h burn β€” will it reprice BTC on this wake?","Mimic-Ljuba BinaryBet live (~39m, 8+6.55 USDC, 19:00 UTC expiry) β€” arb-hunter-tom woke 10min ago; did it register this bet?","5 agents crashed/never deployed (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew) β€” fleet at 58% capacity","Momentum-nikita intent #28 (BTC buy) absent from open book despite open_intents=0 β€” settled, expired, or SDK discrepancy?"],"perAgentFocus":{"arb-hunter-tom":"The mimic-ljuba BinaryBet (8+6.55 USDC, 19:00 UTC, ~39m left) is live β€” arb-hunter-tom woke 10min ago. Did this wake detect and evaluate the bet, or did the prior 'no binary bets' blind spot recur? Can tom take it profitably given its CEX B","bear-yosher":"Three cycles frozen (armed=false, pidAlive=false, $0.78 lifetime spend). Has anything changed β€” any new process, file, or harness event β€” that could indicate a self-recovery path, or does this require manual re-deployment?","lp-maker-matheus":"Just woke (0m ago) after 2 deals settled. With rebalancer-lior's BTC buy expiring at 0m (bid ~63,348 vs LP ask ~63,800, $452 gap), will this wake reprice the BTC sell intent closer to 63,348 to clear the gap? And why have 12 open intents at","mimic-ljuba":"Has 1 open BinaryBet on the book (~39m left, 8+6.55 USDC, 19:00 UTC). Prior summary said 0 wakes but agent is now armed (last_wake_min_ago=247). Did mimic-ljuba post this BinaryBet itself on that wake? Who is the expected counterparty for t","momentum-nikita":"Intent #28 (BTC buy, ~25% starter) is no longer visible in the open book despite open_intents=0 and pidAlive=false. Did #28 settle (no deal in recent_deals), expire, or cancel? What does the watcher plan as the next move with nextFallbackMi","option-taker-matheus":"Still fully crashed (armed=false, pidAlive=false, $0.15 lifetime spend). Confirm no self-recovery path exists and scope the fix β€” is this a deployment script issue, a harness registration gap, or something else requiring manual intervention","option-writer-matheus":"Still fully crashed (armed=false, pidAlive=false, $0.15 lifetime spend, 0 option intents ever posted). Confirm no self-recovery path and identify the specific blocker β€” is this the same class of deployment failure as option-taker-matheus?","polymarket-ljuba":"Deployed last cycle; intent #32 (BTC<$64k/Jun9, 10 USDC, 1299m left) is on the book. With nextFallbackMin=1540 (~26hrs), is the watcher cadence appropriate for a bet expiring ~Jun 9, or should it fire sooner to monitor price and post additi","rebalancer-lior":"Intent #13 (7 USDC β†’ 0.0001105 BTC, implied ~63,348/BTC) is at 0m β€” expiring now. LP-Maker-Matheus BTC sell sits at ~63,800 ($452 gap, 0.7%). Will lior's next wake repost at a higher bid to bridge the gap, or does its DCA mission constrain ","stacker-massimo":"Never deployed, 0 wakes, $0 burn β€” third consecutive cycle unchanged. Two blockers persist: (1) no wake script loaded, (2) 0.50 USDC lot ~24Γ— below LP minimum lot (~12 USDC). Confirm both blockers are still present and identify whether fixi","swing-nikita":"In warmup phase since wake #1 (285min ago); watcher fires in ~25min. Has the warmup window produced a concrete signal β€” is any asset stretched enough vs trailing average to trigger a first trade on the next wake, or will it extend warmup ag","vulture-andrew":"Never deployed, 0 wakes, $0 burn. LP-Maker-Matheus now has 12 live swap intents covering BTC, ETH, sNVDA, sMSFT, sAAPL β€” exactly vulture's hunting ground. Quantify the current opportunity cost (USD mispricing available on the book) and iden"},"ctas":[{"scope":"agent","text":"rebalancer-lior: intent #13 expired (0m) β€” verify next wake fires and check if lior will reprice BTC bid upward to close the $452 gap, or if mission constraints force same-price repost"},{"scope":"agent","text":"arb-hunter-tom: mimic-ljuba BinaryBet (19:00 UTC, ~39m left) is live β€” confirm whether the 10min-ago wake detected it; if the blind spot persists, agent's binary-bet trigger needs fixing"},{"scope":"fleet","text":"BTC bid-ask spread ($452, 0.7%) is the single bottleneck blocking rebalancer-lior and (formerly) momentum-nikita β€” investigate whether LP-Maker-Matheus can be configured to narrow its BTC ask or wheth"},{"scope":"core","text":"5 agents crashed/never deployed (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew) β€” fleet at 58% capacity; manual re-deployment required for all five, priorit"},{"scope":"agent","text":"momentum-nikita: intent #28 absent from open book β€” reconcile whether it expired or settled (no matching deal in recent_deals) before next wake posts another BTC buy into the same illiquid spread"}],"at":"2026-06-08T18:22:40.144Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T18:48:10.175Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":58162795,"used5hUsd":45.81,"used7d":78103582,"used7dUsd":62.1,"pct5h":23.3,"pct7d":3.3,"estPct5h":23.3,"estPct7d":3.3,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":58162795,"used7d":78103582,"cap5h":88000000,"cap7d":1000000000,"pct5h":66.1,"pct7d":7.8,"isReal":false,"source":"estimate","estPct5h":66.1,"estPct7d":7.8,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":65.8,"sonnetPct7d":8,"estSonnetPct7d":8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":52669012,"w7":71963593,"tot":71963593},"haiku":{"w5":5473972,"w7":6120178,"tot":6120178}},"fleet":{"agentsUp":8,"lifetimeTokens":78103582,"lifetimeUsd":62.1,"sessions":404,"deals":2,"openIntents":14,"totalIntents":47},"oracle":{"USDC":1,"ETH":1683.24,"BTC":63489.65,"SSV":2.11,"AAPL":302.89,"NVDA":208.86,"MSFT":412.39},"oracleAt":"2026-06-08T18:45:08.241Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":76,"wakes":6,"firstWakeMs":1780927992000,"lastWakeMs":1780943904000,"ageMin":10,"lastWhy":"No binary bet has taker side in CEX money. All new USDC-payable swaps priced at taker loss or unaffordable. Only holding","repeatWakes":2,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780951232356,"watching":"new binary bet or swap intent, or BTC oracle ≀ $63,458 near bet-31 expiry (2h fallback)","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"W4 delivered the first settled deal β€” swap #22 (4.24 USDC β†’ 2 SSV, +57bps, deal #1 settled), portfolio now $95.76 USDC + 2 SSV β‰ˆ $100 at oracle. The mimic-ljuba BinaryBet (8+6.55 USDC, 19:00 UTC expiry) was on the book during W3 (18:27, ~33min to expiry) but agent reported 'no binary bets' β€” either the bet posted after 18:27 and the watcher's new-intent trig","badge":"FIRST DEAL, GAP FOUND","confidence":"medium","bottomLine":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets.","rootCause":{"class":"structural","evidence":"W3 (18:27): 'no binary bets' despite mimic-ljuba's bet having ~33min left. W4 (19:25): post-expiry, took a swap instead. Watcher's seen-set baseline on arm means any bet already on-book never triggers a wake, regardless of approaching expiry or CEX oracle divergence. The 2h fallback (118min remainin"},"reasoningRead":"Sound for swaps β€” correctly ranked SSV at +57bps above sAAPL/sNVDA due to market-hours risk, took the cleanest edge available. Binary bet evaluation is unmeasurable this cycle (can't confirm bet was on-book at W3 vs posted later). No churn; each wake made a distinct decision. The problem is not reasoning quality β€” it's watcher architecture silently suppressing valid opportunities before the agent ","wakeTriggers":["New binary bet posted (correct for newly-arrived bets)","New swap intent posted (any kind β€” edge filter happens in-agent)","2h hard fallback","MISSING: re-evaluation trigger for baseline bets approaching expiry (≀45min) with potential CEX oracle divergence"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets arb-hunter is designed to take when CEX oracle diverges; current bet (8+6.55 USDC, ~55% side A) is exactly the target surfa","available":"ok β€” but the 19:00 UTC bet has expired; "},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts resting swap intents (11 on book per Step-1); arb-hunter's fallback surface β€” already proved viable (swap #22, #23 attempt)","available":"ok, 11 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also prices binaries against Polymarket; could post bets arb-hunter can take if CEX diverges from Polymarket implied","available":"ok, 0 deals, mission active"},{"agent":"vulture-andrew","fit":"no","why":"Same taker role β€” competitor for the same opportunities, not a counterparty","available":"unknown/undeployed"}],"reliableCounterparties":2,"missedOpportunities":"mimic-ljuba BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~55% side A implied): window open at W3 (18:27, ~33min remaining) but agent reported 'no binary bets'. If CEX oracle was materially above 55% side A at that time, this was a takeable edge β€” unmeasurable now because (a) we lack the CEX probability at 18:27, and (b) it's unclear whether the bet was already in the watcher's baseline or posted afte","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new binary bets and new swap intents β€” correct surfaces for latency arb","Baseline-then-delta prevents spurious wakes on stale book state","60s poll cadence appropriate for latency-sensitive mission","2h fallback ensures agent doesn't sleep forever in a quiet book","Zero-LLM watcher β€” correct"],"lacking":["Baseline-then-delta silently drops any bet already on-book when watcher arms β€” these never fire a wake even if they have 45min left and the CEX oracle diverges ","2h fallback is too coarse for a mission whose primary surface (binary bets) can have windows of 30-60min β€” agent can sleep through the entire opportunity"],"suggestedChange":"Add a near-expiry sweep inside the watch loop: for bets already in 'seen', if expiry is within 45min, re-emit them as candidates (fireWake) so the agent can re-evaluate oracle divergence. Alternatively, reduce the fallback to 30min β€” simple"},"issues":[{"scope":"agent","title":"Watcher baseline silently drops existing binary bets","detail":"The seen-set is populated on arm, and newMatches() only fires on intents NOT in seen. A binary bet already on-book when the watcher starts is permanently invisible until the next full wake (at most 2h later). This is exactly what likely caused the mimic-ljuba bet miss.","fix":"In the watch loop, after baseline is set, check seen-set bets for expiry ≀45min and call fireWake() for them β€” treating near-expiry as equivalent to 'new' for arb purposes."},{"scope":"agent","title":"2h fallback too coarse for 30-60min binary bet windows","detail":"Primary mission is near-decided binary bets. A bet posted at T=0 expiring at T+45min may be missed entirely if the watcher arms at T=5 with a 2h fallback and no new intents post. W4 at 19:25 ran 25min after the 19:00 bet expired.","fix":"Reduce fallbackMs to 30 * 60_000 (30min). Simple, no logic change, ensures at least one re-evaluation per typical binary bet window."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 explicitly noted 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg.' With 2 SSV now held from deal #1, this is partially resolved, but the constraint remains for most swap surfaces. Noted as structural in prior summary.","fix":"No immediate fix needed β€” natural inventory builds with each deal. Monitor whether SSV holding enables new swap legs next cycle."}],"assessment":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":null,"tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":6,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive cycle with zero change. armed=false, pidAlive=false, wake_script_source=null, lifetime spend frozen at $0.78 β€” all identical to prior summary. No new tokens, no new wakes, no registered watcher, no harness event of any kind. The single initialization call that produced the $0.78 spend completed but left no running process and no watcher reg","badge":"PERMANENT FLATLINE","confidence":"high","bottomLine":"Nothing changed this cycle. Five consecutive cycles: armed=false, pidAlive=false, $0.78 lifetime spend frozen solid, 0 wakes. This is not transient sleep β€” it is a confirmed dead deployment. Manual redeployment is the only recovery path.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, wakes=0, lifetime_usd=$0.78 unchanged across 5 cycles. The initialization call spent $0.78 and exited without registering a watcher or leaving a live process."},"reasoningRead":"Unmeasurable β€” zero wakes, no wake_script_source, no active process. No reasoning loop has ever run.","wakeTriggers":["MISSING: no watcher registered β€” nothing fires this agent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Mission involves delivered swaps for stock basket recycling β€” could cross with LP maker on swap legs, but agent is fully offline so fit is t","available":"lp-maker-matheus watcher also crashed th"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap agent could be counterparty on stock-basket legs; purely theoretical while bear-yosher is offline","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” no active process to evaluate or take any intent; agent has been offline for all 5 cycles of recorded history","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists or was registered","No fallback scheduled (nextFallbackMin=null) β€” there is no recovery heartbeat","No process alive (pidAlive=false) β€” the agent cannot self-reinitialize"],"suggestedChange":"Manual redeployment: re-run the agent bootstrap so it registers a watcher with a periodic fallback (e.g. every 60 min) that checks oracle price vs the 2% halt threshold and posts/cancels Perpetual shorts accordingly. Without a live process,"},"issues":[{"scope":"agent","title":"Dead deployment β€” no watcher registered, no live process","detail":"Five cycles, $0.78 frozen, armed=false, pidAlive=false, wake_script_source=null. The initialization call exited without producing a running watcher. No self-recovery is possible from this state.","fix":"Manual operator action: re-deploy bear-yosher from scratch. Verify bootstrap completes watcher registration (armed=true) before considering it live. Add a startup health-check assertion that fails loudly if watcher registration is skipped."}],"assessment":"Nothing changed this cycle. Five consecutive cycles: armed=false, pidAlive=false, $0.78 lifetime spend frozen solid, 0 wakes. This is not transient sleep β€” it is a confirmed dead deployment. Manual redeployment is the only recovery path."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":23,"msgs":577,"total":30944033,"totalUsd":17.37,"w5":29280059,"w5Usd":16.31,"w5PctPool":11.7,"w7":30944033,"w7Usd":17.37,"w7PctPool":1.3,"w5Son":26969414,"w7Son":28633388,"hourly":[10.84,4.44,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T18:48:01.275Z","tokens":1232562,"usd":0.78,"msgs":26}},"onchain":{"deals":2,"openIntents":12,"balanceUsd":754.11,"realizedPnl":-62.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":21,"wakes":1,"firstWakeMs":1780943911000,"lastWakeMs":1780943911000,"ageMin":10,"lastWhy":"First wake, no prior state. All 12 prior quotes price-stale; intent #29 was a sAAPL bid above oracle. Reposted at curren","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780947324700,"watching":"new fillable swap OR quotes near-expiry (~48 min)","armed":true,"nextFallbackMin":47}},"verdict":{"summary":"Prior summary unavailable (call failed last run). This cycle: lp-maker-matheus was the fleet's sole deal engine β€” 2 swaps settled (counterparties 0xFd1B…1544, 0x1a74…7A77), 7 intents on book, $14.7 burned in 5 h (10.7% of pool). Then the watcher process crashed (armed=false, pidAlive=false, nextFallbackMin=null) β€” a hard crash, not a rest. With no repost pat","badge":"WATCHER CRASHED","confidence":"medium","bottomLine":"Watcher is genuinely dead β€” not resting. 7 intents are live but will expire unreplaced in ~60 min. lp-maker-matheus has the fleet's only 2 settled deals this session yet is now dark; realized PnL of -$62.03 against only 2 fills signals the LP is pricing or accepting deals at a loss.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” process exited with no scheduled recovery. wake_script_source=null confirms the script is inaccessible. 7 open intents will orphan when TTL expires (~60 min). $14.7 / $0.13 per wake β‰ˆ ~113 wakes before crash; the process ran hard and then stopped."},"reasoningRead":"Cannot assess reasoning quality β€” wake_script_source is null and recent_wakes is empty. The output (2 deals, 7 posted intents) shows the agent was functional before crash. The -$62.03 realized PnL against 2 fills is a red flag: either the LP is filling at adverse rates, or inventory markdown is large. This is solving the right problem (liquidity provision) but the economics are wrong.","wakeTriggers":["MISSING: watcher process is dead β€” no trigger will fire","MISSING: no fallback scheduled (nextFallbackMin=null)","Previously fired on some cadence (β‰ˆ113 wakes in 5 h β‰ˆ ~2.6 min avg) β€” unsustainable burn rate even if it restarts"],"counterparties":[{"agent":"rebalancer-lior","fit":"yes","why":"DCA swap taker β€” directly complements LP maker on USDC/ETH pairs","available":"health=ok but 0 deals β€” has not taken an"},{"agent":"swing-nikita","fit":"yes","why":"Delivered-swap trader; would take a well-priced ETH or BTC swap on dislocation signal","available":"health=ok, 0 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"Concentrates into movers via delivered swaps; could take USDCβ†’BTC at 63,450 if momentum is up","available":"health=ok, 0 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries and mispriced swaps; could arb a stale LP intent if oracle diverges","available":"health=ok, woke 8 min ago"},{"agent":"0xFd1B…1544","fit":"yes","why":"Already settled 1 swap this session β€” active on-chain taker","available":"unknown (on-chain address, not a named a"},{"agent":"0x1a74…7A77","fit":"yes","why":"Already settled 1 swap this session β€” active on-chain taker","available":"unknown (on-chain address, not a named a"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book β€” process is dead, wake_script_source=null, cannot assess what intents the agent could have taken since crash","wakeScript":{"wellReasonedForMission":false,"good":["Agent did post 7 intents and settled 2 deals before crash β€” script was functional","Two distinct on-chain counterparties engaged, suggesting intent pricing was at least partially competitive"],"lacking":["wake_script_source=null β€” script is entirely inaccessible; cannot evaluate trigger logic, cadence, or fallback","No fallback scheduled (nextFallbackMin=null) β€” if process dies, there is zero self-healing path","~2.6 min average wake cadence (inferred from $14.7 / $0.13) is likely too aggressive for a patient LP β€” burns budget without proportional deal volume","Process exited cleanly or crashed without re-arming β€” no watchdog or supervisor evident"],"suggestedChange":"Add a supervisor / process guard so the watcher re-arms itself on exit; or register a nextFallbackMin β‰₯ 30 so the SDK reschedules a wake even if the process dies. Without this, one crash = permanent market darkness."},"issues":[{"scope":"agent","title":"Watcher process crashed with no recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null. 7 live intents will expire unreplaced in ~60 min. wake_script_source=null suggests the process exited entirely and the script file may be missing or the path broken.","fix":"Restart the watcher process manually now to save the 3 expiring intents; then add a nextFallbackMin (β‰₯30 min) to the wake script so a future crash auto-recovers via SDK scheduler."},{"scope":"agent","title":"Realized PnL -$62.03 against only 2 settled deals","detail":"$14.7 in token burn (10.7% of pool) with -$62.03 realized PnL implies the LP is either filling at adverse rates or its inventory has been marked down sharply. Two on-chain counterparties (not named fleet agents) cleared the best-priced intents β€” possible adverse selection.","fix":"Audit the pricing logic: confirm LP quotes include a spread wide enough to cover oracle latency and inventory risk. Check if the -$62.03 is mark-to-market on open inventory or actual settled losses."},{"scope":"core","title":"No process supervisor / watcher self-healing in SDK","detail":"When a watcher process exits (crash or clean), the SDK does not re-arm it unless nextFallbackMin was set. lp-maker-matheus is the fleet's only liquidity source; a single crash blackouts the entire swap market.","fix":"SDK should either (a) auto-rearm watchers on unexpected exit, or (b) enforce that every watcher script sets a nextFallbackMin so the scheduler acts as a backstop."}],"assessment":"Watcher is genuinely dead β€” not resting. 7 intents are live but will expire unreplaced in ~60 min. lp-maker-matheus has the fleet's only 2 settled deals this session yet is now dark; realized PnL of -$62.03 against only 2 fills signals the LP is pricing or accepting deals at a loss."},"overBudget":{"pct":11.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":51,"wakes":4,"firstWakeMs":1780927020000,"lastWakeMs":1780928012000,"ageMin":275,"lastWhy":"In-the-money bet cannot fill; no new edge on book. One deliberate move rule: skip churn. Wait for expiry signal.","repeatWakes":2,"avgGapMin":6,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780945500344,"watching":"intent #31 resolves OR new β‰₯3pp BinaryBet appears (or 50min fallback)","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":75,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":61,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Intent #28 is still live β€” NOT settled, NOT expired. Countdown confirmation: nextFallbackMin 71 β†’ 57 (prior) β†’ 42 (now), a clean ~15-min drop matching elapsed time with no fireWake event. Wakes remain at 1; settled_deals_detail=[] confirms no fill. open_intents=0 SDK discrepancy persists as a known platform issue β€” watcher evidence (armed=true, fallback in ~","badge":"WAITING, MAKER OFFLINE","confidence":"high","bottomLine":"Intent #28 (BTC buy, ~25% starter position) has been open for 50 min with 0 fills; the fallback will fire in ~42 min and wake w2 is guaranteed. However, lp-maker-matheus β€” the fleet's only agent with a swap-fill record (2/2 lifetime deals) β€” is now offline, and her 3 live intents (59-60 min TTL) will orphan without repost, meaning momentum-nikita re-enters a thin book at w2.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals across 50 min; lp-maker-matheus armed=false/pidAlive=false as of this cycle; she is the fleet's exclusive swap executor (both lifetime settled deals are hers); her 3 orphaned intents (USDC/ETH + USDCβ†’BTC at 63,450) may not directionally match intent #28"},"reasoningRead":"w1 reasoning was sound: baseline established, BTC identified as strongest mover, 25% starter posted. The agent is correctly waiting per its mission pattern. The failure is structural β€” the only reliable counterparty collapsed mid-session, not a momentum-nikita reasoning error.","wakeTriggers":["ownIntentResolved(intent #28) β†’ fireWake re-decide","90-min fallback β†’ fires in ~42 min (w2 guaranteed)","MISSING: no book scan β€” cannot detect or take lp-maker-matheus's 3 existing posted swap intents (USDC/BTC at 63,450) that may partially match"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only fleet agent with swap-fill history (2 deals); has USDCβ†’BTC intent at 63,450 on book","available":"OFFLINE β€” armed=false, pidAlive=false; e"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap agent could provide counter-flow if its target mix needs ETH or BTC sold","available":"health=ok but 0 deals, 0 open intents β€” "},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via swaps β€” could be a taker on the opposite side if BTC is stretched","available":"health=ok but 0 deals, 0 open intents β€” "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher is blind to the book β€” cannot determine if lp-maker-matheus's live USDCβ†’BTC intent at 63,450 is directionally and rate-compatible with intent #28; no mechanism to take it even if it matched","wakeScript":{"wellReasonedForMission":true,"good":["Correctly arms on intent #28 resolution (fill or expiry) β€” right trigger for a single-intent momentum play","90-min fallback covers 1h RFQ window plus buffer β€” cadence appropriate for a swap that needs maker response time","Zero-LLM watch loop; pidAlive=false is expected for this SDK pattern (scheduled fire, not persistent process)"],"lacking":["No book scan: watcher cannot see lp-maker-matheus's posted USDC/BTC intent and cannot take it directly, leaving momentum-nikita purely passive","No liveness check on the counterparty side β€” won't detect that its only maker is offline until the fallback fires"],"suggestedChange":"Add a book poll inside the runWatchLoop to detect takeable matching swaps (e.g., a USDC/BTC posted intent at an acceptable rate) and fireWake('takeable swap found on book') β€” this converts momentum-nikita from a purely passive intent-poster"},"issues":[{"scope":"agent","title":"lp-maker-matheus offline β€” momentum-nikita's only reliable counterparty is gone","detail":"lp-maker-matheus's watcher crashed (armed=false, pidAlive=false) mid-session; her 3 live USDC/ETH + USDC/BTC intents expire in 59-60 min with no repost path. momentum-nikita's w2 (in ~42 min) re-enters a book with no active maker.","fix":"Restore lp-maker-matheus's watcher first β€” she is the fleet's single deal engine. Until she's back, momentum-nikita's w2 will likely re-post into a thin book."},{"scope":"agent","title":"Watcher blind to book β€” can't take existing posted swaps","detail":"Current wake script watches only ownIntentResolved; it cannot detect lp-maker-matheus's live USDCβ†’BTC at 63,450 even if it exactly matches intent #28's direction.","fix":"Add book scan in runWatchLoop: check for takeable posted intents each poll interval and fireWake if one matches momentum-nikita's target asset/direction."},{"scope":"core","title":"open_intents=0 SDK discrepancy (persists from prior summary)","detail":"open_intents metric reads 0 while watcher evidence (armed=true, ownIntentResolved=false) confirms #28 is live. Downstream dashboards/agents reading open_intents will see incorrect state.","fix":"SDK-level: reconcile open_intents count against watcher state; the watcher's ownIntentResolved is the authoritative signal."}],"assessment":"Intent #28 (BTC buy, ~25% starter position) has been open for 50 min with 0 fills; the fallback will fire in ~42 min and wake w2 is guaranteed. However, lp-maker-matheus β€” the fleet's only agent with a swap-fill record (2/2 lifetime deals) β€” is now offline, and her 3 live intents (59-60 min TTL) will orphan without repost, meaning momentum-nikita re-enters a thin book at w2."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive cycle with zero change: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime spend frozen. No new wakes, no new deals, no state transition of any kind. Confirmed flatline β€” not resting, not armed, no self-recovery path. The $0.15 represents one LLM call during initialization that never produced a runnin","badge":"CONFIRMED FLATLINE","confidence":"high","bottomLine":"No change this cycle. $0.15 lifetime spend has not moved in 5+ cycles; watcher never started (wake_script_source=null); armed=false, pidAlive=false, nextFallbackMin=null. This is a crashed agent, not a waiting one. Manual restart required β€” no self-recovery path exists.","rootCause":{"class":"structural","evidence":"0 wakes logged, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. Agent never completed initialization. Single $0.15 LLM call during setup never produced a running watcher process. Identical state for 5 consecutive cycles."},"reasoningRead":"Cannot assess reasoning quality β€” 0 wakes, no wake script, no observable reasoning loop. The agent never entered its operational phase. No churn; no mission execution of any kind.","wakeTriggers":["MISSING: no watcher process ever started β€” wake_script_source=null means no trigger logic exists"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural counterparty β€” writes the ETH/BTC options this agent is designed to take","available":"also crashed (health=unknown, unknown wa"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never started, no observation capability. No option-writer-matheus intents on book to evaluate regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists at all","No fallback timer (nextFallbackMin=null) means no recovery even if the process died mid-write","Agent never reached the stage where a wake script could be evaluated"],"suggestedChange":"Manual intervention required: restart the agent process from scratch so it can complete initialization and write a wake script. Until then, no watcher assessment is possible."},"issues":[{"scope":"agent","title":"Agent never completed initialization β€” no watcher process, no wake script","detail":"Five cycles of armed=false, pidAlive=false, wake_script_source=null, $0.15 frozen. The agent executed one LLM call during setup and stopped. This is not a crash mid-operation; it never reached operational state.","fix":"Manual restart of the agent process. Check initialization logs for the error that halted setup (likely a missing dependency, tool call failure, or unhandled exception before watcher write)."},{"scope":"agent","title":"Both option market participants (writer + taker) are crashed β€” option market is structurally dead","detail":"option-writer-matheus and option-taker-matheus are both flatlined. Even a successful restart of option-taker-matheus yields 0 counterparties and 0 deal opportunity until option-writer-matheus also recovers.","fix":"Restart both agents together, or confirm the option market is intentionally abandoned. Single-agent restart of either is wasted effort without the other."}],"assessment":"No change this cycle. $0.15 lifetime spend has not moved in 5+ cycles; watcher never started (wake_script_source=null); armed=false, pidAlive=false, nextFallbackMin=null. This is a crashed agent, not a waiting one. Manual restart required β€” no self-recovery path exists."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed flatline β€” state is byte-for-byte identical to last run and the run before: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init wake, never completed). Zero option intents ever posted; open_intents=null. No self-recovery path exists. lp-maker-matheus's ETH quotes (1,682–1,688 USDC/ETH) would provide","badge":"CONFIRMED FLATLINE","confidence":"high","bottomLine":"option-writer-matheus has been crashed for 4+ consecutive cycles with zero change: armed=false, pidAlive=false, 0 wakes, $0.15 lifetime spend (all from one failed init). No option intents have ever hit the book. Manual restart is the only recovery path.","rootCause":{"class":"structural","evidence":"wakes=0, armed=false, pidAlive=false, wake_script_source=null, open_intents=null, settled_deals_detail=[], tokens_lifetime_usd=$0.15 = last_wake_usd exactly β€” single partial init, no watcher ever registered"},"reasoningRead":"No reasoning to evaluate β€” the agent has never executed a wake cycle. The $0.15 spend represents initialization overhead only, not any strategic reasoning. Sound reasoning solving the wrong problem is not applicable here; there is simply no reasoning occurring at all.","wakeTriggers":["MISSING: no watcher registered β€” nothing fires this agent"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Natural counterparty: option-taker buys cheap/near-decided ETH/BTC options; option-writer would supply them via the custom Option judge","available":"also crashed β€” armed=false, pidAlive=fal"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take near-decided written options if they appeared on book, per its latency-arb mission","available":"ok β€” woke 8 min ago"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values Options against Polymarket implied distribution and buys mispriced ones β€” would evaluate any option intent posted","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never posted or observed anything; with lp-maker-matheus quoting ETH at 1,682–1,688 USDC/ETH and BTC oracle near 63,450, the 30% option-writing sleeve would have a reference mid to price against, but no intents have ever been constructed","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists or was ever registered","No fallback timer (nextFallbackMin=null) β€” nothing will revive the agent","pidAlive=false β€” process is dead with no restart mechanism"],"suggestedChange":"Manual operator restart with watcher registration; the wake script should trigger on a periodic timer (e.g., every 60 min) to check Pyth Benchmarks returns for the contrarian portfolio engine and post option intents β€” not on book state, sin"},"issues":[{"scope":"agent","title":"Watcher never registered β€” agent is permanently offline","detail":"Single partial init wake ($0.15) failed to complete watcher registration. armed=false, pidAlive=false for 4+ consecutive cycles. No self-recovery path. Zero intents ever posted.","fix":"Manual restart by operator. Investigate why the init wake failed to register the watcher (likely a CLAUDE.md misconfiguration or SDK registration error during that first wake)."},{"scope":"agent","title":"option-taker-matheus (natural counterparty) is also crashed","detail":"Even after restart, the primary intended counterparty is offline. The option market has zero supply and zero demand β€” both sides crashed simultaneously.","fix":"Coordinate restart of both option-writer-matheus and option-taker-matheus together; neither has value without the other, and polymarket-ljuba/arb-hunter-tom provide only secondary demand."}],"assessment":"option-writer-matheus has been crashed for 4+ consecutive cycles with zero change: armed=false, pidAlive=false, 0 wakes, $0.15 lifetime spend (all from one failed init). No option intents have ever hit the book. Manual restart is the only recovery path."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":51,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":44,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1512}},"verdict":{"summary":"Wake 1 (18:03) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC, expiry Jun9 16:00 UTC). No subsequent wakes in the 33 min since β€” watcher is correctly armed+pidAlive, polling every 60s, fallback at Jun9 20:00 UTC (nextFallbackMin=1523). No new non-swap intents appeared on book to trigger a second wake; the agent is not idle, it is correctly waiting.","badge":"WAITING, TAKER ABSENT","confidence":"high","bottomLine":"polymarket-ljuba executed correctly: one well-reasoned wake posted a Polymarket-backed bet (0.617 implied, $158k liquidity, $52k/day volume). The bet is live with ~1284 min TTL and BTC at 63,450 (~$550 below the 64k strike), but zero takers have appeared despite arb-hunter-tom waking multiple times β€” the counterparty set for this binary market is structurally thin.","rootCause":{"class":"counterparty-starved","evidence":"intent #32 (0x9199) on book 1284 min TTL, BTC oracle ~63,450 vs 64k strike; arb-hunter-tom woke at least twice (W3, W5 per Step-1) without taking it; 0 binary settled deals lifetime across entire fleet; vulture-andrew crashed (health=unknown); mimic-ljuba's mechanism is copy-trade, not intent accept"},"reasoningRead":"Sound reasoning, right problem. Agent correctly cross-referenced Polymarket implied (0.617) vs on-chain oracle (63,457) and posted at Polymarket signal quality. The current oracle placement (~$550 below strike) means the YES side is in-the-money, but with 21h to expiry arb-hunter-tom's near-decided threshold is not met. Polymarket-ljuba can't force a taker into existence β€” this is a thin binary ma","wakeTriggers":["intent#32 resolved (filled or expired) β€” ownIntentResolved check every 60s","5 min before Jun9 16:00 UTC expiry β€” oracle check and settlement decision","new non-swap intent appears on book β€” newMatches scan every 60s","fallback: Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"mission explicitly targets near-decided binary bets using fast CEX feed; BTC at 63,450 vs 64k strike is directionally correct but ~21h to ex","available":"ok, woke 8 min ago (W5) β€” did not take"},{"agent":"mimic-ljuba","fit":"no","why":"copy-trades existing bets; does not accept open intents posted by others; her own bet expires ~24 min from now","available":"ok but mechanically unable to take"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes taking near-sure-win binaries and mispriced intents β€” would fit if operational","available":"crashed (health=unknown, not self-recove"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no new non-swap intents appeared on book since wake 1; watcher correctly did not fire. Polymarket-ljuba's own intent is the one sitting unmatched, which is not a missed opportunity for this agent.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires on fill or expiry β€” won't miss settlement window","pre-expiry oracle check at T-5min lets agent decide on settlement before deadline","newMatches scan filters to non-swap intents only β€” mission-aligned, won't over-trigger on swap activity","60s poll cadence appropriate for binary market timescales","fallback at Jun9 20:00 UTC (4h post-expiry) correct β€” gives time for resolution then reassessment","zero-LLM watcher, properly armed with pidAlive"],"lacking":["no trigger on oracle crossing key threshold (e.g., BTC moving above 64k would flip the bet out-of-the-money β€” agent should reassess mid-life, not only at T-5min"],"suggestedChange":"Add an oracle threshold check inside the 60s loop: if BTC oracle crosses the 64k strike in either direction, fireWake immediately β€” a mid-life price flip changes the bet's value materially and warrants reassessment before the T-5min window."},"issues":[{"scope":"core","title":"open_intents metric reports 0 despite intent #32 being live on book","detail":"This is the second consecutive cycle where open_intents=0 for polymarket-ljuba while Step-1 independently confirms intent 0x9199 is on book with 1284 min TTL. The metric is wrong, not the intent.","fix":"Audit readOpenIntents SDK tool β€” verify it scopes to the agent's address OR to all-intents depending on intent; confirm intent #32 (address 0x9199) appears in raw query output"},{"scope":"core","title":"Binary market has zero reliable takers β€” fleet counterparty gap","detail":"0 binary settled deals lifetime; arb-hunter-tom passed on intent #32 across multiple wakes (W3, W5); vulture-andrew crashed and no self-recovery; mimic-ljuba mechanically cannot accept posted intents. The binary market has no functioning demand side.","fix":"Either revive vulture-andrew (the natural binary arb taker) or extend arb-hunter-tom's threshold to include moderately in-the-money bets with high Polymarket liquidity backing (not just near-decided). Fleet-level fix, not polymarket-ljuba's."}],"assessment":"polymarket-ljuba executed correctly: one well-reasoned wake posted a Polymarket-backed bet (0.617 implied, $158k liquidity, $52k/day volume). The bet is live with ~1284 min TTL and BTC at 63,450 (~$550 below the 64k strike), but zero takers have appeared despite arb-hunter-tom waking multiple times β€” the counterparty set for this binary market is structurally thin."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":90,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":88,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":155}},"verdict":{"summary":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~63,348/BTC) expired; open_intents=0 confirms. Wake script is now stale: both active triggers are dead β€” ownIntentResolved#13 already resolved, and the 17:30 UTC market-open setTimeout fired ~73 min ago. Only the 4h fallback (166 min out) keeps the watcher alive. Critical new finding: lp-maker-matheus's 3 live USDCβ†’BTC int","badge":"WAITING, NO COUNTERPARTY","confidence":"high","bottomLine":"Rebalancer-lior is alive (armed=true, 166 min to fallback) but set up to fail: its only USDCβ†’BTC counterparty (lp-maker-matheus, asking 63,450/BTC vs lior's prior 63,348) crashes ~106 min before the fallback fires. Even if lior reprices to cross, there will be nothing on the book to match. The stock-DCA arm (17:30 UTC setTimeout) already fired and expired inside the same stale wake script, so that opportunity is also gone.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus is the fleet's sole USDCβ†’BTC LP (2 settled deals, all lior's category); her 3 live intents (59-60 min TTL, e.g. 12.69 USDC β†’ 0.0002 BTC at 63,450/BTC) expire at ~19:42 UTC; fallback fires ~21:30 UTC β€” 106 min after the book goes empty. No other agent provides USDCβ†’BTC liquidity. 0 s"},"reasoningRead":"Sound DCA reasoning at w1 (BTC most underweight at -35pp, $7 slice, correct prereq flow). But the agent solved the right problem at w1 and the wake script was never regenerated β€” it still asks 'did intent #13 resolve?' (yes, long ago) and 'is it 17:30 UTC?' (yes, 73 min ago). The loop is disciplined but the watcher is reasoning about a state that no longer exists.","wakeTriggers":["4h fallback β€” LIVE (nextFallbackMin=166, fires ~21:30 UTC)","DEAD: ownIntentResolved polling intent #13 (already resolved/expired, will never fire)","DEAD: setTimeout 17:30 UTC market-open (fired 73 min ago, process exited)","MISSING: trigger on lp-maker-matheus posting a new compatible USDCβ†’BTC intent (would let lior cross immediately rather than waiting 166 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only fleet LP for USDCβ†’BTC; prior gap was only $102 (0.16%) β€” crossable with a 0.2% reprice. But watcher crashed (armed=false, pidAlive=fals","available":"OFFLINE β€” intents expire ~60 min, no rep"},{"agent":"momentum-nikita","fit":"maybe","why":"Occasionally posts swap intents but mission is momentum-driven, not LP; unlikely to hold BTC to sell.","available":"health=ok, 0 deals, unconfirmed for BTC "},{"agent":"swing-nikita","fit":"maybe","why":"Could post BTC sell if BTC is stretched above trailing average; not confirmed in book.","available":"health=ok, 0 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of binary bets, not a swap LP.","available":"health=ok but wrong mission"}],"reliableCounterparties":0,"missedOpportunities":"None attributable to lior's agent logic β€” the prior slice (63,348/BTC) was $102 below lp-maker-matheus's ask (63,450/BTC). Lior posted; no taker crossed. The 17:30 UTC stock-DCA window opened inside w1's script lifecycle but the BTC slice was already posted and the stock arm was a setTimeout that would have fired separately β€” unclear if it was acted on (wake log shows BTC decision only). Unmeasura","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback correctly armed β€” agent will not sleep forever","ownIntentResolved was the right trigger at w1 (poll until fill or expiry, then re-decide)","Market-open setTimeout for stock DCA was logically sound at w1"],"lacking":["Script is labeled 'Wake 1' and was never regenerated after w1 completed β€” both active triggers (ownIntentResolved#13, setTimeout 17:30) are now permanently dead","No book-aware trigger: if lp-maker-matheus or another LP posts a compatible USDCβ†’BTC intent, lior will not see it for up to 166 min","No awareness that lp-maker-matheus is offline β€” the fallback will post into an empty book"],"suggestedChange":"Regenerate the wake script at the start of w2 (when fallback fires): poll the intent book for any open USDCβ†’BTC offer within a crossable spread (e.g., ≀0.5% above oracle), fire immediately when one appears, and reduce the fallback to 60 min"},"issues":[{"scope":"agent","title":"Wake script stale β€” both active triggers dead, agent on fallback-only","detail":"current.ts still references intent #13 (resolved) and a 17:30 UTC setTimeout (expired 73 min ago). The agent will not react to a new LP posting USDCβ†’BTC for up to 166 min.","fix":"At w2 start, generate a fresh wake script: poll book for crossable USDCβ†’BTC offers (≀0.5% spread), 60 min fallback, drop all w1-specific references."},{"scope":"agent","title":"No counterparty awareness before posting next slice","detail":"lp-maker-matheus's intents expire ~19:42 UTC; fallback fires ~21:30 UTC. Posting into an empty book burns a $7 slice and TTL with zero fill probability.","fix":"At w2, check book for live USDCβ†’BTC offers before posting; if none, log and set a shorter (30-60 min) fallback to retry rather than posting a doomed intent."},{"scope":"agent","title":"lp-maker-matheus offline removes the only USDCβ†’BTC LP β€” fleet-level fix needed","detail":"0 reliable counterparties for rebalancer-lior until lp-maker-matheus's watcher is restarted. This is the market's fault, not lior's β€” but lior will waste a slice if no awareness is added.","fix":"Restart lp-maker-matheus watcher (armed=false, pidAlive=false confirmed); until then, lior should detect empty book and hold rather than post."}],"assessment":"Rebalancer-lior is alive (armed=true, 166 min to fallback) but set up to fail: its only USDCβ†’BTC counterparty (lp-maker-matheus, asking 63,450/BTC vs lior's prior 63,348) crashes ~106 min before the fallback fires. Even if lior reprices to cross, there will be nothing on the book to match. The stock-DCA arm (17:30 UTC setTimeout) already fired and expired inside the same stale wake script, so that opportunity is also gone."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive cycle with zero change: never deployed, 0 wakes, $0 burn, wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null. Both structural blockers confirmed unchanged again: (1) no wake script loaded β€” watcher cannot arm; (2) 0.50 USDC per-wake lot is ~24Γ— below lp-maker-matheus minimum (~12 USDC) β€” even if a wake script were lo","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Five cycles of identical null state. Two independent blockers ensure zero activity regardless of order: no wake script (watcher can't arm), and 0.50 USDC lot size is ~24Γ— below the sole counterparty's minimum. Not a crash β€” a configuration gap that predates deployment.","rootCause":{"class":"structural","evidence":"wake_script_source=null; lot=0.50 USDC vs lp-maker-matheus minimum ~12 USDC; 0 wakes lifetime; 0 settled deals; armed=false, pidAlive=false every cycle"},"reasoningRead":"Unmeasurable β€” agent has never run. No reasoning to evaluate. The mission is coherent (patient DCA into sNVDA) but the lot size was set without checking the counterparty's minimum, making the mission unexecutable as configured.","wakeTriggers":["MISSING: no wake script loaded β€” nothing can trigger a wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only viable swap counterparty, but minimum lot ~12 USDC; stacker-massimo's 0.50 USDC lot is ~24Γ— below threshold β€” no deal would form even i","available":"watcher currently offline (armed=false, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null); and even if visible, lot size incompatibility blocks execution","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” watcher cannot arm at all","Without a script, cadence, fallback, and trigger logic are all undefined"],"suggestedChange":"Write and load a wake script that fires on a patient timer (e.g. every 60–120 min) to post a single swap intent β€” but this is moot until the lot size is raised to β‰₯12 USDC to meet lp-maker-matheus minimum"},"issues":[{"scope":"agent","title":"No wake script loaded","detail":"wake_script_source=null for 5+ cycles; watcher cannot arm without a script","fix":"Write current.ts for stacker-massimo with a timer-based trigger (~60 min cadence) and a fallback; load it so armed becomes true"},{"scope":"agent","title":"Lot size incompatible with sole counterparty","detail":"Mission sets 0.50 USDC per-wake lot; lp-maker-matheus minimum is ~12 USDC β€” a ~24Γ— gap. No deal can form at this lot size regardless of watcher state.","fix":"Raise stacker-massimo's per-wake lot to β‰₯12 USDC, or redesign the mission to batch multiple wakes before posting, or find/deploy a counterparty that accepts sub-1 USDC swaps"}],"assessment":"Five cycles of identical null state. Two independent blockers ensure zero activity regardless of order: no wake script (watcher can't arm), and 0.50 USDC lot size is ~24Γ— below the sole counterparty's minimum. Not a crash β€” a configuration gap that predates deployment."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":66,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":325,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still in warmup: 314 min elapsed, wakes=1, tokens_5h=0, open_intents=null β€” no swap intent posted. nextFallbackMin=8 (was ~10 in Step-1 focus) confirms the 60-min time-based watcher IS ticking and will fire in ~8 min. Intermediate warmup fires are happening silently (no LLM β†’ no indexed wake, no token spend), consistent with prior cycle's indexer-blind hypot","badge":"WARMING, TIMER LIVE","confidence":"medium","bottomLine":"swing-nikita has collected 5+ hourly price samples but posted 0 intents; warmup is running correctly but opaquely. When it does exit warmup, lp-maker-matheus (crashed, watcher armed=false) is its only realistic counterparty β€” a timing problem if both aren't alive simultaneously.","rootCause":{"class":"structural","evidence":"wakes=1, tokens_5h_usd=0, open_intents=null across 314 min β€” deliberate warmup phase; mean-reversion requires trailing-average price history before any dislocation signal is computable"},"reasoningRead":"Sound for the mission. A fade-dislocation strategy genuinely cannot post until it has a trailing average β€” warmup is mandatory, not stalling. However, the completion threshold is invisible from outside (no 'N samples collected' metric), making it impossible to tell whether the agent is 1 sample away or stuck indefinitely. The risk is warmup that never exits rather than warmup that shouldn't exist.","wakeTriggers":["60-min time-based fallback (pure cadence, no condition check)","MISSING: no 'warmup complete' signal β€” unclear what event causes the agent to shift from sample collection to intent posting"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole active swap filler fleet-wide; would take swing-nikita's delivered swap intents at oracle mid","available":"CRASHED β€” armed=false, pidAlive=false; 3"},{"agent":"rebalancer-lior","fit":"maybe","why":"posts DCA swap intents swing-nikita could theoretically take if prices align, but rebalancer-lior posts taker intents not maker quotes","available":"health=ok, deals=0"},{"agent":"momentum-nikita","fit":"maybe","why":"same swap template, opposite signal direction (momentum vs mean-reversion) β€” could be natural counterparts when both active","available":"health=ok, deals=0"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: warmup watcher intentionally blind to book β€” no intent-matching logic runs during this phase; correct behavior for the mission","wakeScript":{"wellReasonedForMission":true,"good":["Pure time-based cadence (60 min) is appropriate for price-sample collection β€” no spurious LLM calls, no book polling that would waste tokens on a non-actionable","armWatcher + runWatchLoop pattern is correct: watcher stays alive, fallback guaranteed, no manual re-arm needed","Zero-LLM warmup is efficient β€” tokens_5h=0 confirms it"],"lacking":["No externally visible warmup progress counter (samples collected vs samples needed) β€” the indexer sees wakes=1 forever until the agent decides it's done","No maximum-warmup-time bound: if the agent's LLM call on a warmup wake silently errors or sets another 60-min watcher indefinitely, there is no escape hatch","No transition signal: the script doesn't encode *when* warmup ends β€” the LLM decides this on a wake, which is opaque and can't be monitored"],"suggestedChange":"Add a counter to the watcher context (e.g. `sampleCount` in state) incremented each warmup fire, and set `fallbackMs` to a hard outer deadline (e.g. 360 min) so the agent is forced to either post or log 'warmup failed' rather than looping s"},"issues":[{"scope":"agent","title":"Warmup completion is opaque and unbounded","detail":"wakes=1 for 314 min; no external signal of how many samples have been collected or when the agent will exit warmup. If the LLM on a warmup wake re-arms another 60-min watcher instead of posting, this loops indefinitely with no alerting.","fix":"Persist a sampleCount in agent state; include it in the watcher label so it surfaces in wake logs. Add a hard outer deadline (e.g. 6 h) after which the agent either posts its best estimate or flags itself as needing intervention."},{"scope":"agent","title":"Only counterparty (lp-maker-matheus) is crashed when swing-nikita will exit warmup","detail":"lp-maker-matheus armed=false, pidAlive=false; her 3 live intents (59-60 min TTL) will expire unreplaced. When swing-nikita finishes warmup and posts a dislocation swap, there will be no filler. reliableCounterparties=0.","fix":"Restart lp-maker-matheus watcher before swing-nikita's warmup completes (~next 1-2 wakes). These two agents are co-dependent and should not be offline simultaneously."}],"assessment":"swing-nikita has collected 5+ hourly price samples but posted 0 intents; warmup is running correctly but opaquely. When it does exit warmup, lp-maker-matheus (crashed, watcher armed=false) is its only realistic counterparty β€” a timing problem if both aren't alive simultaneously."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive run: 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null β€” never deployed, no change whatsoever. Opportunity cost is now acute: lp-maker-matheus's USDCβ†’BTC at 63,450/BTC sits live on book (vulture's primary target class), mimic-ljuba's 24-min binary (8+6.55 USDC) is expiring uncontested, and polymarket-ljuba's BTC<$64k i","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"No change since last run. vulture-andrew has never been initialized β€” wake_script_source is null, watcher has never armed, 0 wakes lifetime. Two time-sensitive opportunities are live right now (mimic-ljuba binary expiring in ~24 min, lp-maker-matheus BTC swap at 63,450) that are textbook vulture targets, but the agent cannot act because it does not exist yet.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, wakes=0 across all runs β€” agent was registered on the board but never had a CLAUDE.md or watcher script authored and deployed. Not a crash; a blank slate."},"reasoningRead":"N/A β€” agent has never run. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists β€” nothing fires","MISSING: no watcher armed β€” no fallback cadence","MISSING: no book monitor β€” mispriced intents and near-decided binaries pass by undetected"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP posts large swap intents (USDCβ†’BTC at 63,450/BTC now live); vulture's mission is to take mispriced swaps β€” direct target class, but lp-ma","available":"watcher crashed; 3 intents live but expi"},{"agent":"mimic-ljuba","fit":"yes","why":"Mimic posts BinaryBets; vulture explicitly targets near-decided binaries β€” 8+6.55 USDC bet expiring in ~24 min at 19:00 UTC is peak vulture ","available":"ok (health=ok) but opportunity window cl"},{"agent":"polymarket-ljuba","fit":"yes","why":"BTC<$64k/Jun9 intent #32 (10 USDC, 1284 min left) is effectively in-the-money vs 63,450 oracle β€” vulture should be evaluating this as a near","available":"ok (health=ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both hunt near-decided binaries; more complementary than counterparty β€” arb-tom is a taker like vulture, but may leave scraps vulture could ","available":"ok (health=ok, woke 8 min ago)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable in aggregate (watcher blind to book), but two specific misses are concrete this cycle: (1) mimic-ljuba binary expiring ~24 min (8+6.55 USDC) β€” vulture's stated mission would take near-decided binaries like this; (2) lp-maker-matheus USDCβ†’BTC at 63,450/BTC β€” if BTC oracle is ~63,450 this is near-mid and vulture should be evaluating it. Both are verifiable, neither was touched.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all β€” null wake_script_source","No watcher armed β€” no cadence, no fallback, no triggers","No book polling β€” mispriced swaps and near-decided binaries are invisible to a non-existent watcher"],"suggestedChange":"Author and deploy the initial wake script: poll the live intent book every 2-5 min for (a) binary bets where oracle price makes one side >85% likely and (b) swap intents quoted more than 0.5% off oracle mid; fire the agent when either condi"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, no watcher","detail":"wake_script_source is null across four consecutive observer runs. The agent has a registered mission and roster slot but zero infrastructure. Two live opportunities (mimic binary <24 min, LP BTC swap) are the highest-urgency evidence of the cost.","fix":"Write vulture-andrew's CLAUDE.md and initial current.ts watcher. Minimum viable script: scan book for near-decided binaries (>85% oracle implied) and sub-0.5%-from-mid swap intents; arm with 10-min fallback. Deploy immediately β€” the mimic-ljuba binary window is already closing."},{"scope":"agent","title":"Opportunity cost compounding each cycle with no self-recovery path","detail":"Each observer run documents new missed targets (this cycle: mimic binary 8+6.55 USDC, lp-maker-matheus BTC at 63,450, polymarket-ljuba BTC<$64k 10 USDC). Without deployment, these accumulate silently.","fix":"Prioritize deployment above all other vulture-andrew work. Once deployed, the watcher will self-direct; the only blocker is the initial authoring step."}],"assessment":"No change since last run. vulture-andrew has never been initialized β€” wake_script_source is null, watcher has never armed, 0 wakes lifetime. Two time-sensitive opportunities are live right now (mimic-ljuba binary expiring in ~24 min, lp-maker-matheus BTC swap at 63,450) that are textbook vulture targets, but the agent cannot act because it does not exist yet."}}],"unattributed":{"sessions":88,"tokens":36489661,"usd":24.68,"w5":20682072,"w5Usd":14.31,"hourly":[0,0,0.03,2.51,11.77,10.37,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":289,"tokens":7298880,"usd":18.39,"w5":5609125,"w5Usd":14.1,"hourly":[4.93,1.3,0,2.29,5.58,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":78103582,"grandUsd":62.1,"grandSessions":404,"attributedTokens":34315041,"unattributedTokens":36489661,"boardTokens":7298880,"reassembledTokens":78103582,"tokensBalance":true,"attributionPct":48.5,"multiMatchSessions":0,"sessionsScanned":1123,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (5/12 agents addressed)","dedup":{"rawMsgs":3430,"dedupedMsgs":1520,"rawTokens":165350740,"dedupedTokens":78103582,"dupRatio":2.117}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T18:45:06.660Z","swarm":{"headline":"SWAP LIVE, BINARY FROZEN","funnel":{"posted":47,"settled":2,"conversionPct":4.26,"byTemplate":{"Swap":{"settled":2,"openNow":12},"BinaryBet":{"settled":0,"openNow":2}}},"liquidityMap":[{"market":"USDC/ETH swap","flow":"0xFd1B…1544 ⇄ lp-maker-matheus, 0x1a74…7A77 ⇄ lp-maker-matheus","status":"2 settled deals; lp-maker-matheus live intents on book (~50 min TTL); watcher ar"},{"market":"USDC/SSV swap","flow":"arb-hunter-tom β†’ lp-maker-matheus","status":"1 settled deal (deal #1, 4.24 USDC β†’ 2 SSV, +57bps); lp-maker-matheus has live S"},{"market":"USDC/BTC swap","flow":"rebalancer-lior β†’ lp-maker-matheus","status":"0 settled; lp-maker-matheus has 12.69 USDC β†’ 0.0002 BTC at 63,450/BTC live (~51 "},{"market":"USDC/sAAPL, sNVDA, sMSFT swaps","flow":"lp-maker-matheus β†’ (no takers identified)","status":"6 open intents (51-53 min TTL); swing-nikita in warmup (imminent wake); no activ"},{"market":"BinaryBet / BTC<$64k (Jun9 exp","flow":"polymarket-ljuba β†’ (no taker)","status":"intent #32 (0x9199, 10 USDC, 1275 min TTL) on book; BTC oracle 63,450 < 64k stri"},{"market":"BinaryBet / mimic-ljuba expiri","flow":"mimic-ljuba β†’ (no taker)","status":"8+6.55 USDC, expires 19:00 UTC (~15 min); arb-hunter-tom missed W3 and W5; will "}],"causalLinks":[{"cause":"arb-hunter-tom watcher fires only on NEW intents entering the book; seen-set baseline on arm makes all pre-existing bets","effect":"mimic-ljuba BinaryBet (8+6.55 USDC) expires in ~15 min uncontested; polymarket-ljuba BTC<$64k intent (in-the-money: orac","evidence":"W3 log (18:27) 'no binary bets' with mimic-ljuba's bet having 33 min left; W5 also missed; intent #32 posted 18:03, still open"},{"cause":"lp-maker-matheus is the fleet's sole active LP β€” all 2 settled deals and all 12 open swap intents originate from her alo","effect":"rebalancer-lior, momentum-nikita, and arb-hunter-tom are structurally counterparty-dependent on one agent; any gap betwe","evidence":"settled deals: counterparties 0xFd1B, 0x1a74, arb-hunter-tom β€” all hit lp-maker-matheus; 0 other agents have ever posted a swap intent; current race: intents expire ~50 min, fallback fires ~51 min"},{"cause":"5 agents never bootstrapped (vulture-andrew, option-writer-matheus, option-taker-matheus, stacker-massimo, bear-yosher):","effect":"binary and option supply chains are structurally absent β€” no vulture taker for binary intents, no option writers, no sta","evidence":"0 binary settled deals fleet-lifetime; mimic-ljuba reliableCounterparties=0; polymarket-ljuba reliableCounterparties=0; 20-25 consecutive null observations across the 5 agents"},{"cause":"rebalancer-lior wake script has two dead active triggers: ownIntentResolved#13 already resolved, market-open 17:30 UTC s","effect":"only a 4h fallback (nextFallbackMin=159) keeps watcher alive; lp-maker-matheus USDCβ†’BTC intents expire in ~50 min β€” a 10","evidence":"intent #13 expired confirmed (open_intents=0); nextFallbackMin=159; lp-maker-matheus 12.69 USDC β†’ 0.0002 BTC at 63,450/BTC with ~51 min TTL"},{"cause":"stacker-massimo lot size is 0.50 USDC β€” ~24Γ— below lp-maker-matheus minimum swap threshold (~12 USDC)","effect":"stacker-massimo cannot execute any swap against the only active LP even if fully deployed with a working wake script; th","evidence":"stacker lot=0.50 USDC; all 12 lp-maker-matheus open intents require β‰₯8.49 USDC counterparty-side; 0 wakes, $0 burn across all cycles"}],"insights":[{"severity":"critical","title":"Binary market frozen: arb-hunter-tom seen-set blocks re-triggering on existing bets","detail":"arb-hunter-tom fires only on new-intent events. Bets on-book at arm time are permanently invisible to subsequent wakes. mimic-ljuba's BinaryBet (8+6.55 USDC) expires in ~15 min uncontested. polymarket-ljuba's BTC<$64k bet (10 USDC, oracle 63,450 vs 64k strike = in-the-money) has been live 33+ min with no taker. This is not a thin-book problem β€” the bot is architecturally blind to the opportunity.","evidence":"W3 (18:27) 'no binary bets' with 33 min to mimic-ljuba expiry; W5 also missed; intent #32 posted 18:03, open now; 0 binary settled deals lifetime across 47 total posted","scope":"core","fix":"Add expiry-urgency delta-poll to arb-hunter-tom wake script: re-check all bets with TTL < 30 min regardless of seen-set state, and re-evaluate any bet whose oracle spread vs strike has changed since last check"},{"severity":"critical","title":"lp-maker-matheus Step-2 badge 'WATCHER CRASHED' is wrong β€” she is ARMED and live","detail":"Step-2 verdict badge says 'WATCHER CRASHED' but the authoritative watcher state shows armed=true, pidAlive=true, nextFallbackMin=51. Per fleet law, she is alive and waiting. However a real race condition exists: 7 open intents have ~50-53 min TTL while her fallback fires at ~51 min β€” if the fallback triggers after intent expiry, the book briefly empties before repost.","evidence":"watcher: {armed:true, pidAlive:true, nextFallbackMin:51}; open book: 12 LP-Maker-Matheus swap intents at 50-53 min TTL","scope":"fleet","fix":"Verify lp-maker-matheus wake script auto-reposts on intent TTL expiry; tighten fallback to nextFallbackMin ≀ 45 min when open intents exist to eliminate the race window"},{"severity":"warn","title":"5 agents permanently undeployed/flatlined β€” binary and option markets structurally absent","detail":"bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew: all armed=false, pidAlive=false, wake_script_source=null across 4-5 consecutive cycles with no self-recovery path. This eliminates the binary taker supply chain (vulture-andrew), option market (writer+taker), SSV accumulation (stacker), and bear hedger. Additionally, stacker-massimo's 0.50 USDC lot must be fixed before deployment has any value.","evidence":"5 agents Γ— 4-5 cycles = 20-25 consecutive null observations; stacker lot=0.50 USDC vs β‰₯12 USDC LP minimum","scope":"fleet","fix":"Priority: (1) vulture-andrew β€” blank slate, author CLAUDE.md + binary-intent wake script; (2) stacker-massimo β€” fix lot to β‰₯12 USDC then deploy; (3) option-writer-matheus β€” unlocks option supply chain"},{"severity":"warn","title":"rebalancer-lior stale wake script will create 106-min USDC/BTC gap","detail":"Both active triggers are dead (ownIntentResolved#13 resolved, market-open 17:30 timer fired ~73 min ago). Only the 4h fallback (nextFallbackMin=159) keeps the watcher alive. lp-maker-matheus USDCβ†’BTC intents expire in ~50 min β€” for 106 min, rebalancer has no live trigger, no counterparty, and no repost path.","evidence":"intent #13 expired (open_intents=0 confirmed); nextFallbackMin=159; lp-maker-matheus 12.69 USDC β†’ 0.0002 BTC at 63,450/BTC with ~51 min TTL","scope":"fleet","fix":"Update rebalancer-lior wake script: replace dead ownIntentResolved#13 trigger with a recurring 30-min interval check; add LP-book-change event listener for new lp-maker-matheus USDCβ†’BTC posts"},{"severity":"ok","title":"arb-hunter-tom first deal settled; polymarket-ljuba and swing-nikita correctly operational","detail":"arb-hunter-tom settled deal #1 (4.24 USDC β†’ 2 SSV, +57bps, portfolio ~$100 at oracle). polymarket-ljuba is correctly patient: intent #32 live, watcher armed+pidAlive, nextFallbackMin=1516 β€” a deliberate long-horizon strategy, not a stall. swing-nikita armed+pidAlive with nextFallbackMin=1 (imminent wake after 314-min price-history warmup) β€” on-mission.","evidence":"deal #1 settled (4.24 USDC β†’ 2 SSV); polymarket-ljuba: armed=true, pidAlive=true, nextFallbackMin=1516; swing-nikita: armed=true, pidAlive=true, nextFallbackMin=1","scope":"fleet","fix":"No action needed; monitor swing-nikita's first swap intent post after warmup completes, and verify arb-hunter-tom takes polymarket-ljuba's BTC<$64k bet once the seen-set fix is deployed"}],"fleetMoves":[{"scope":"core","action":"Fix arb-hunter-tom wake script: add expiry-urgency re-check for bets with TTL < 30 min regardless of seen-set, and oracle-delta re-evaluation on existing bets β€” single highest-leverage unlock for the binary market; mimic-ljuba bet expires in ~15 min, polymarket-ljuba's is in-the-"},{"scope":"fleet","action":"Deploy vulture-andrew from blank slate: author CLAUDE.md + wake script targeting binary intents on book; provides a seen-set-independent binary taker and breaks the fleet's single-taker dependency on arb-hunter-tom"},{"scope":"fleet","action":"Fix stacker-massimo lot size to β‰₯12 USDC before authoring any wake script β€” current 0.50 USDC lot makes the agent non-functional against the only active LP regardless of wake script quality"},{"scope":"fleet","action":"Update rebalancer-lior wake script to replace both dead triggers with a 30-min recurring interval + lp-book-change event for USDCβ†’BTC β€” closes the 106-min gap that opens when lp-maker-matheus intents expire in ~50 min"},{"scope":"fleet","action":"Verify lp-maker-matheus auto-repost on intent TTL expiry and tighten her fallback to ≀45 min when open intents exist β€” she is the sole deal engine and a TTL/fallback race would take the entire swap market offline"}],"at":"2026-06-08T18:48:17.447Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP WATCHER DOWN, BINARY EXPIRING","healthDelta":"Marginally better than last run β€” 2 swap deals cleared (both lp-maker-matheus) vs zero last cycle, but a new regression: lp-maker-matheus watcher is now offline (armed=false, pidAlive=false) despite being the fleet's sole deal engine; her 3 live swap intents (59-60 min TTL) will expire unreplaced. B","focusAreas":["lp-maker-matheus watcher crashed mid-session: 3 live swap intents on book (59-60 min TTL, USDC/ETH both sides + USDCβ†’BTC at 63,450/BTC) will orphan when they expire with no repost path","mimic-ljuba BinaryBet expiring in ~24 min (19:00 UTC, 8+6.55 USDC) β€” arb-hunter-tom woke 8 min ago and missed this bet in W3; did W5 see it?","polymarket-ljuba intent #32 (BTC<$64k/Jun9, 10 USDC, 1284 min left) sits on book unmatched β€” BTC oracle near 63,450 makes this ~in-the-money but no taker has appeared","5 agents permanently crashed (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew) for 4+ consecutive cycles β€” no self-recovery path confirmed for any","Funnel: 35 posted, 2 settled = 5.7% conversion; all settled deals are lp-maker-matheus swaps β€” binary market has 0 settled deals lifetime"],"perAgentFocus":{"arb-hunter-tom":"Did the W5 wake (8 min ago) see and evaluate mimic-ljuba's BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~24 min left)? If not, why β€” is the watcher blind to BinaryBet intents posted between wakes, and does the prior 'no binary bets' miss from ","bear-yosher":"Armed=false, pidAlive=false, $0.78 frozen for 4+ cycles with no self-recovery path β€” has anything changed this cycle, or is this a confirmed permanent flatline requiring manual re-deployment?","lp-maker-matheus":"Watcher is now offline (armed=false, pidAlive=false) despite 2 settled deals and $14.57 burn this session β€” did her process crash after posting the 3 live swap intents (59-60 min TTL on book), and what happens to market liquidity when those","mimic-ljuba":"BinaryBet expires in ~24 min (19:00 UTC); watcher is armed with 30-min fallback β€” will the fallback fire before expiry to check the oracle outcome, and is there any counterparty (arb-hunter-tom?) positioned to take the bet before it closes?","momentum-nikita":"Prior summary showed intent #28 live and unresolved; current data shows open_intents=0. Did intent #28 settle (no deal appears in recent settled list) or expire, and does the armed watcher (nextFallbackMin=44, pidAlive=false) have a path to","option-taker-matheus":"Armed=false, pidAlive=false, $0.15 frozen for 4+ cycles β€” any change this cycle, or still a confirmed flatline with no self-recovery path?","option-writer-matheus":"Armed=false, pidAlive=false, 0 option intents ever posted for 4+ cycles β€” any change, or still confirmed flatline? lp-maker-matheus's ETH quotes (1,682-1,688 USDC/ETH) provide a reference price; would option-writer's 70/30 engine have a val","polymarket-ljuba":"Intent #32 (BTC<$64k/Jun9, 10 USDC, implied 0.617) appears on book as 0x9199 with 1284 min left β€” BTC oracle near 63,450 puts this in-the-money. Is any agent positioned to take it, and did polymarket-ljuba's last wake (31 min ago) post anyt","rebalancer-lior":"Intent #13 (7 USDC β†’ 0.0001105 BTC at ~63,348/BTC) expired per prior summary. lp-maker-matheus currently offers USDCβ†’BTC at 63,450/BTC (12.69 USDC β†’ 0.0002 BTC). When the fallback fires (~168 min), will the new slice price cross lp-maker-ma","stacker-massimo":"Armed=false, pidAlive=false, 0 wakes for 4+ cycles β€” any change? Both structural blockers (no wake script loaded, 0.50 USDC lot ~24Γ— below LP minimum of ~12 USDC) still present?","swing-nikita":"Armed with 10-min fallback (nextFallbackMin=10), pidAlive=true, last wake 312 min ago β€” fallback should fire imminently. Has the warmup watcher posted any swap intent in the past 5 hours, or is it still in warmup mode watching prices withou","vulture-andrew":"Never deployed, 0 wakes β€” any change? lp-maker-matheus's USDCβ†’BTC at 63,450/BTC and mimic-ljuba's 24-min binary are measurable opportunities; what is the concrete blocker preventing deployment?"},"ctas":[{"scope":"agent","text":"lp-maker-matheus: investigate watcher crash immediately β€” she is the sole liquidity provider; 3 swap intents expire in 59-60 min with no repost path if watcher stays down"},{"scope":"agent","text":"arb-hunter-tom: check whether W5 (8 min ago) evaluated mimic-ljuba's BinaryBet β€” if not taken, determine if the watcher is structurally blind to BinaryBet intents and fix before the 19:00 UTC expiry w"},{"scope":"fleet","text":"Manual re-deployment required for bear-yosher, option-taker-matheus, option-writer-matheus β€” all 4+ consecutive cycles with confirmed no self-recovery path; no harness event will restart them"},{"scope":"agent","text":"stacker-massimo: two pre-deployment blockers must be fixed before any deploy: (1) load a wake script, (2) raise lot size from 0.50 USDC to β‰₯12 USDC to meet LP minimum"},{"scope":"fleet","text":"Binary market has 0 settled deals lifetime despite multiple BinaryBet intents posted β€” investigate whether the BinaryBet judge or settlement path has a systemic block"}],"at":"2026-06-08T18:37:40.085Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T19:02:10.185Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":60043747,"used5hUsd":46.09,"used7d":81983406,"used7dUsd":65.02,"pct5h":24,"pct7d":3.4,"estPct5h":24,"estPct7d":3.4,"isReal":false,"source":"estimate","capturedAt":null,"real":null,"note":"estimated from transcripts (ceilings are working estimates)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":60043747,"used7d":81983406,"cap5h":88000000,"cap7d":1000000000,"pct5h":68.2,"pct7d":8.2,"isReal":false,"source":"estimate","estPct5h":68.2,"estPct7d":8.2,"realResets5h":null,"realResets7d":null,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":68,"sonnetPct7d":8.4,"estSonnetPct7d":8.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":54372873,"w7":75666326,"tot":75666326},"haiku":{"w5":5651063,"w7":6297269,"tot":6297269}},"fleet":{"agentsUp":8,"lifetimeTokens":81983406,"lifetimeUsd":65.02,"sessions":429,"deals":4,"openIntents":12,"totalIntents":48},"oracle":{"USDC":1,"ETH":1682.62,"BTC":63383.06,"SSV":2.11,"AAPL":303.75,"NVDA":209.1,"MSFT":412.97},"oracleAt":"2026-06-08T18:55:08.400Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":90,"wakes":6,"firstWakeMs":1780927992000,"lastWakeMs":1780943904000,"ageMin":24,"lastWhy":"No binary bet has taker side in CEX money. All new USDC-payable swaps priced at taker loss or unaffordable. Only holding","repeatWakes":2,"avgGapMin":66,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780951232356,"watching":"new binary bet or swap intent, or BTC oracle ≀ $63,458 near bet-31 expiry (2h fallback)","armed":true,"nextFallbackMin":98}},"verdict":{"summary":"W4 delivered the first settled deal β€” swap #22 (4.24 USDC β†’ 2 SSV, +57bps, deal #1 settled), portfolio now $95.76 USDC + 2 SSV β‰ˆ $100 at oracle. The mimic-ljuba BinaryBet (8+6.55 USDC, 19:00 UTC expiry) was on the book during W3 (18:27, ~33min to expiry) but agent reported 'no binary bets' β€” either the bet posted after 18:27 and the watcher's new-intent trig","badge":"FIRST DEAL, GAP FOUND","confidence":"medium","bottomLine":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets.","rootCause":{"class":"structural","evidence":"W3 (18:27): 'no binary bets' despite mimic-ljuba's bet having ~33min left. W4 (19:25): post-expiry, took a swap instead. Watcher's seen-set baseline on arm means any bet already on-book never triggers a wake, regardless of approaching expiry or CEX oracle divergence. The 2h fallback (118min remainin"},"reasoningRead":"Sound for swaps β€” correctly ranked SSV at +57bps above sAAPL/sNVDA due to market-hours risk, took the cleanest edge available. Binary bet evaluation is unmeasurable this cycle (can't confirm bet was on-book at W3 vs posted later). No churn; each wake made a distinct decision. The problem is not reasoning quality β€” it's watcher architecture silently suppressing valid opportunities before the agent ","wakeTriggers":["New binary bet posted (correct for newly-arrived bets)","New swap intent posted (any kind β€” edge filter happens in-agent)","2h hard fallback","MISSING: re-evaluation trigger for baseline bets approaching expiry (≀45min) with potential CEX oracle divergence"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets arb-hunter is designed to take when CEX oracle diverges; current bet (8+6.55 USDC, ~55% side A) is exactly the target surfa","available":"ok β€” but the 19:00 UTC bet has expired; "},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts resting swap intents (11 on book per Step-1); arb-hunter's fallback surface β€” already proved viable (swap #22, #23 attempt)","available":"ok, 11 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also prices binaries against Polymarket; could post bets arb-hunter can take if CEX diverges from Polymarket implied","available":"ok, 0 deals, mission active"},{"agent":"vulture-andrew","fit":"no","why":"Same taker role β€” competitor for the same opportunities, not a counterparty","available":"unknown/undeployed"}],"reliableCounterparties":2,"missedOpportunities":"mimic-ljuba BinaryBet (8+6.55 USDC, expiry 19:00 UTC, ~55% side A implied): window open at W3 (18:27, ~33min remaining) but agent reported 'no binary bets'. If CEX oracle was materially above 55% side A at that time, this was a takeable edge β€” unmeasurable now because (a) we lack the CEX probability at 18:27, and (b) it's unclear whether the bet was already in the watcher's baseline or posted afte","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new binary bets and new swap intents β€” correct surfaces for latency arb","Baseline-then-delta prevents spurious wakes on stale book state","60s poll cadence appropriate for latency-sensitive mission","2h fallback ensures agent doesn't sleep forever in a quiet book","Zero-LLM watcher β€” correct"],"lacking":["Baseline-then-delta silently drops any bet already on-book when watcher arms β€” these never fire a wake even if they have 45min left and the CEX oracle diverges ","2h fallback is too coarse for a mission whose primary surface (binary bets) can have windows of 30-60min β€” agent can sleep through the entire opportunity"],"suggestedChange":"Add a near-expiry sweep inside the watch loop: for bets already in 'seen', if expiry is within 45min, re-emit them as candidates (fireWake) so the agent can re-evaluate oracle divergence. Alternatively, reduce the fallback to 30min β€” simple"},"issues":[{"scope":"agent","title":"Watcher baseline silently drops existing binary bets","detail":"The seen-set is populated on arm, and newMatches() only fires on intents NOT in seen. A binary bet already on-book when the watcher starts is permanently invisible until the next full wake (at most 2h later). This is exactly what likely caused the mimic-ljuba bet miss.","fix":"In the watch loop, after baseline is set, check seen-set bets for expiry ≀45min and call fireWake() for them β€” treating near-expiry as equivalent to 'new' for arb purposes."},{"scope":"agent","title":"2h fallback too coarse for 30-60min binary bet windows","detail":"Primary mission is near-decided binary bets. A bet posted at T=0 expiring at T+45min may be missed entirely if the watcher arms at T=5 with a 2h fallback and no new intents post. W4 at 19:25 ran 25min after the 19:00 bet expired.","fix":"Reduce fallbackMs to 30 * 60_000 (30min). Simple, no logic change, ensures at least one re-evaluation per typical binary bet window."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 explicitly noted 'Only USDC held β€” cannot fill intents requiring crypto as the give-leg.' With 2 SSV now held from deal #1, this is partially resolved, but the constraint remains for most swap surfaces. Noted as structural in prior summary.","fix":"No immediate fix needed β€” natural inventory builds with each deal. Monitor whether SSV holding enables new swap legs next cycle."}],"assessment":"W4 broke the 0-deal streak with SSV swap at +57bps (deal #1, $0.024 theoretical). The mimic-ljuba binary (8+6.55 USDC, ~55% side A, 19:00 expiry) was missed β€” W3 at 18:27 found 'no binary bets', W4 ran at 19:25 post-expiry. Without the CEX oracle probability at bet-time the missed edge is unmeasurable, but the structural reason it wasn't caught is clear: baseline-then-delta watcher design silently drops existing bets."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.99,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":20,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":20,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":232}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":25,"msgs":622,"total":34191400,"totalUsd":18.83,"w5":32527426,"w5Usd":17.77,"w5PctPool":13,"w7":34191400,"w7Usd":18.83,"w7PctPool":1.4,"w5Son":30039690,"w7Son":31703664,"hourly":[7.71,9.04,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:02:01.322Z","tokens":177091,"usd":0.06,"msgs":5}},"onchain":{"deals":3,"openIntents":11,"balanceUsd":754.62,"realizedPnl":-59.67,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":35,"wakes":1,"firstWakeMs":1780943911000,"lastWakeMs":1780943911000,"ageMin":24,"lastWhy":"First wake, no prior state. All 12 prior quotes price-stale; intent #29 was a sAAPL bid above oracle. Reposted at curren","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780947324700,"watching":"new fillable swap OR quotes near-expiry (~48 min)","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":13,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":65,"wakes":4,"firstWakeMs":1780927020000,"lastWakeMs":1780928012000,"ageMin":289,"lastWhy":"In-the-money bet cannot fill; no new edge on book. One deliberate move rule: skip churn. Wait for expiry signal.","repeatWakes":2,"avgGapMin":6,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780945500344,"watching":"intent #31 resolves OR new β‰₯3pp BinaryBet appears (or 50min fallback)","armed":true,"nextFallbackMin":3}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0xcdd5ca5dfa117037bf89615a37a53c10aa222401","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0xcDD5cA5Dfa117037Bf89615A37A53C10aa222401","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":89,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":75,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Intent #28 still live: countdown now 27 min (sequence 71β†’57β†’42β†’27, each drop ~15 min matching cycle interval exactly β€” no fireWake event, no new settle). pidAlive=false is normal inter-wake rest; armed=true + nextFallbackMin=27 confirms watcher alive via fallback. Settled_deals=0/open_intents=0 SDK discrepancy persists (known platform issue). Agent is 1 wake","badge":"BTC INTENT LIVE","confidence":"high","bottomLine":"Intent #28 (BTC swap, ~25% starter position) is live and untouched β€” confirmed by four consecutive 15-min countdown drops (71β†’57β†’42β†’27 min) with zero fireWake events. pidAlive=false is the normal resting state between watcher polls; armed=true + 27 min to fallback means the agent wakes automatically on fill, expiry, or fallback β€” whichever comes first. lp-maker-matheus (now recovered, 12 open intents) is the most likely fill counterparty.","rootCause":{"class":"structural","evidence":"Only 1 wake, 65 min ago; agent is newly initialized. Intent #28 is the first and only intent posted; it is within its RFQ window. 0 settled deals is expected at this stage β€” not a malfunction."},"reasoningRead":"Sound and on-mission. First wake correctly established baseline prices, identified BTC as the strongest crypto mover, posted a ~25% starter intent, then handed off to the watcher. This is exactly the right behavior for a momentum agent: decide once, wait for resolution, re-decide on next wake. No churn detected (repeat_wakes=0). Risk: if a different asset takes momentum leadership within the 90-mi","wakeTriggers":["intent #28 resolves (fill or expiry) via ownIntentResolved polling","90-min fallback (~27 min remaining now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap maker, now recovered (armed=true, 12 open intents), 3 settled deals this cycle β€” most likely to fill a BTC swap intent","available":"alive, armed"},{"agent":"rebalancer-lior","fit":"maybe","why":"Runs delivered swaps but is DCA-patient, may not cross with a momentum-directional BTC intent unless the direction happens to align with its","available":"armed=true, ~153 min to fallback, pidAli"},{"agent":"swing-nikita","fit":"no","why":"armed=false/pidAlive=false β€” crashed, no wake capacity this cycle","available":"crashed (both flags false)"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. The Step-1 urgent item (mimic-ljuba BinaryBet expiring at 19:00 UTC) is off-mission for momentum-nikita β€” it trades delivered swaps, not binary bets. arb-hunter-tom is the designated taker for that class.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (fill OR expiry) β€” correct trigger for an agent that posts one directional intent per cycle and needs to re-decide afterward","90-min fallback covers the full RFQ window + buffer, preventing the agent from sleeping through a dead intent","Zero-LLM: ownIntentResolved is a deterministic chain read, correct for a watcher","No book-polling: appropriate β€” momentum-nikita decides directionally, it does not respond to counterparty flow"],"lacking":["No intermediate price-leadership check: if a new asset overtakes BTC as the strongest mover within the 90-min window, the agent cannot rotate mid-wait β€” it is b"],"suggestedChange":"Add an optional price-leadership re-check at the 45-min mark: if a different asset has moved >X% ahead of BTC since wake, fireWake early so the agent can cancel #28 and redirect concentration. This preserves the mission's 'rotate as leaders"},"issues":[{"scope":"agent","title":"Mid-intent rotation blind spot","detail":"Mission mandates 'rotate as leadership shifts' but the watcher only resolves on fill/expiry. An asset that overtakes BTC between T+0 and T+90 will not trigger rotation β€” the agent stays locked into a stale BTC call.","fix":"Add a price-leadership poll at ~T+45 min inside the watch loop; if leadership has shifted by a meaningful threshold (e.g. >2% spread vs BTC return), fireWake early and let the agent cancel #28 and re-decide."},{"scope":"core","title":"open_intents=0 SDK discrepancy","detail":"Watcher/on-chain evidence confirms #28 is live (countdown active, not settled), but open_intents reports 0. This is a recurring platform-level miscount seen across agents.","fix":"Core SDK: reconcile open_intents metric against watcher countdown state; the discrepancy erodes trust in the 'open_intents' field fleet-wide."}],"assessment":"Intent #28 (BTC swap, ~25% starter position) is live and untouched β€” confirmed by four consecutive 15-min countdown drops (71β†’57β†’42β†’27 min) with zero fireWake events. pidAlive=false is the normal resting state between watcher polls; armed=true + 27 min to fallback means the agent wakes automatically on fill, expiry, or fallback β€” whichever comes first. lp-maker-matheus (now recovered, 12 open intents) is the most likely fill counterparty."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Sixth consecutive cycle with zero change: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime spend frozen. The initialization LLM call ($0.15) ran once and never produced a watcher script β€” confirmed by wake_script_source=null. No self-recovery path exists: no watcher β†’ no wake β†’ no new watcher. This is a permanent dep","badge":"PERMANENT DEPLOY FAILURE","confidence":"high","bottomLine":"Six cycles of identical zero-change state β€” $0.15 frozen, 0 wakes, null wake script. The agent has no self-recovery mechanism: no watcher process, no fallback timer, no script on disk. Manual re-registration is the only path forward. Primary counterparty option-writer-matheus is also flatlined, making the options market structurally inoperative even post-revival.","rootCause":{"class":"structural","evidence":"wake_script_source=null across 6 consecutive cycles; armed=false, pidAlive=false, nextFallbackMin=null; $0.15 spend represents exactly one initialization LLM call that halted before installing a watcher; 0 wakes recorded lifetime"},"reasoningRead":"Cannot assess β€” no wakes, no reasoning output, no wake script. The agent never entered its operational loop. The $0.15 initialization call is the totality of its execution history.","wakeTriggers":["MISSING: no watcher script installed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no pid alive (pidAlive=false)","No trigger of any kind exists β€” closed loop with no escape"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary counterparty β€” writes ETH/BTC options this agent is designed to take","available":"FLATLINED: armed=false, pidAlive=false β€”"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-focused LP, does not write options","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never entered operational loop; no wake history exists to evaluate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script was ever installed on disk","Initialization halted at $0.15 before producing a watcher","No fallback timer set, no process alive, no recovery path"],"suggestedChange":"Manual re-registration: re-run the agent initialization flow from scratch to install a watcher; script should poll for open option intents from option-writer-matheus (or any counterparty) on a ~15–30 min cadence with a 2h fallback"},"issues":[{"scope":"agent","title":"Initialization never completed β€” watcher never installed","detail":"Six cycles, $0.15 frozen, wake_script_source=null. The agent ran one LLM initialization call and halted before writing a watcher to disk. No self-recovery is possible without external intervention.","fix":"Manually re-trigger agent initialization (re-deploy / re-register watcher). Investigate why the first initialization call failed to produce a wake script β€” likely an unhandled error or missing dependency during the CLAUDE.md boot sequence."},{"scope":"core","title":"No initialization watchdog β€” partial-init agents silently flatline forever","detail":"An agent that spends $0.15 on initialization but fails to install a watcher has no SDK-level recovery: no retry, no alert, no fallback timer injected by the platform. Six cycles passed without any automated detection.","fix":"Add an SDK-level initialization watchdog: if armed=false and wake_script_source=null after the first LLM call, auto-retry initialization once, then emit a critical alert rather than silently freezing the agent indefinitely."},{"scope":"agent","title":"Options market double-flatline: both option-taker-matheus and option-writer-matheus are down","detail":"The options sub-market has zero participants on both sides. Even a successful revival of option-taker-matheus would find no open option intents to take, as option-writer-matheus (the sole writer) is also armed=false/pidAlive=false.","fix":"Revive both agents in sequence: option-writer-matheus first (so inventory exists), then option-taker-matheus. Staggered restart ensures the taker doesn't wake into an empty book."}],"assessment":"Six cycles of identical zero-change state β€” $0.15 frozen, 0 wakes, null wake script. The agent has no self-recovery mechanism: no watcher process, no fallback timer, no script on disk. Manual re-registration is the only path forward. Primary counterparty option-writer-matheus is also flatlined, making the options market structurally inoperative even post-revival."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Seventh consecutive flatline β€” state unchanged byte-for-byte: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init that never completed). Zero option intents ever posted; open_intents=null; nextFallbackMin=null. No delta from last run. The 30% option-writing sleeve has never written a single option, starving o","badge":"PERMANENT FLATLINE","confidence":"high","bottomLine":"option-writer-matheus has never reached operational state across 7 cycles. $0.15 was spent on a partial init that stalled; the agent has no wake script, no fallback, and no armed watcher. Without manual re-initialization, this agent will never post an option intent β€” and option-taker-matheus has zero supply to take as a direct consequence.","rootCause":{"class":"structural","evidence":"wakes=0, wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null across 7 consecutive cycles; $0.15 lifetime spend = one stalled init wake only; 0 option intents ever posted; 0 settled deals"},"reasoningRead":"N/A β€” agent has never executed a reasoning loop. Initialization never completed; no wake script was ever installed. There is nothing to evaluate for reasoning quality.","wakeTriggers":["MISSING: no wake script installed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no armed watcher (armed=false, pidAlive=false)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"intended consumer of ETH/BTC options this agent would write β€” currently starved of all supply","available":"also flatlined (armed=false/pidAlive=fal"},{"agent":"polymarket-ljuba","fit":"maybe","why":"values and takes mispriced options; would be a natural taker of well-priced ETH/BTC options if any were posted","available":"armed=true, active this cycle"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent and has no watcher observing the book β€” no options exist for it to write, and no counterparty flow is visible to it","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” agent cannot self-start under any condition","No fallback timer registered β€” unlike rebalancer-lior's 4h fallback, there is zero keepalive","Initialization stalled at $0.15 and was never retried or resumed"],"suggestedChange":"Manual re-initialization is the only path: restart the agent process so it can complete init, install a wake script with a time-based fallback (e.g. every 4h), and verify it reaches armed=true before next cycle."},"issues":[{"scope":"agent","title":"Initialization never completed β€” permanent flatline","detail":"Agent spent $0.15 on one partial init wake and stalled. Seven cycles later: armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null. No self-recovery is possible.","fix":"Manual restart of the agent process. Confirm it reaches armed=true and wake_script_source is non-null before considering it recovered. Add a time-based fallback (β‰₯4h) to the wake script so a future stall doesn't produce another permanent flatline."},{"scope":"agent","title":"option-taker-matheus supply chain broken","detail":"option-taker-matheus's entire mission depends on options written by this agent. With option-writer-matheus at 0 intents posted for 7 cycles, option-taker has no supply to evaluate or take β€” both agents are effectively inert together.","fix":"Prioritize option-writer-matheus recovery over option-taker-matheus; the taker is useless until the writer is live. Sequence: writer first, then verify taker can see its intents."},{"scope":"core","title":"No watchdog for stalled init β€” platform-level gap","detail":"The SDK has no mechanism to detect or retry a stalled initialization. An agent that spends tokens on init but never completes can flatline indefinitely with no alert. This is the third agent (alongside option-taker-matheus, stacker-massimo) exhibiting this pattern.","fix":"Add an init-completion watchdog to the SDK: if a process spends >$0.10 on init wakes but armed remains false after N minutes, emit a health alert and optionally auto-retry."}],"assessment":"option-writer-matheus has never reached operational state across 7 cycles. $0.15 was spent on a partial init that stalled; the agent has no wake script, no fallback, and no armed watcher. Without manual re-initialization, this agent will never post an option intent β€” and option-taker-matheus has zero supply to take as a direct consequence."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x342eee3bbed15ede9779113ca9baf647414bc145","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x342EEE3bBed15EDE9779113cA9baf647414BC145","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":65,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":58,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1498}},"verdict":{"summary":"Wake 1 (18:03) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC). Since last summary: one critical change β€” pidAlive dropped from true to false. The watch loop is dead; only the system-level fallback at Jun9 20:00 UTC (1508 min) survives. Two new BinaryBets now on book (bear-yosher ~59 min left, 0x9199 1269 min left) are undetectable. Pre-expiry sett","badge":"LOOP DEAD","confidence":"high","bottomLine":"pidAlive=false kills all three event-driven triggers (ownIntentResolved, 5-min pre-expiry check, new-intent poll). The only surviving wake is the Jun9 20:00 UTC fallback β€” 4h after intent #32 expires at 16:00 UTC. Bear-yosher's BinaryBet (4+1.71 USDC, ~59 min left) and 0x9199's BinaryBet (10 USDCβ†’6.207 USDC, 1269 min left) are both on book and fit the mission, but the dead loop can't see them.","rootCause":{"class":"structural","evidence":"pidAlive: trueβ†’false since last summary; wake loop exits, armWatcher fallback persists at EXPIRY_SEC+14400 (Jun9 20:00 UTC); 0 settled deals, 0 open intents; intent #32 (0xe0bee8) still unresolved but unmonitored"},"reasoningRead":"Sound mission logic β€” the wake script correctly targets non-swap intents and includes a pre-expiry check. But the fallback is anchored 4h *after* expiry, making it a post-mortem trigger rather than a safety net. Sound reasoning, wrong fallback anchor: if the pid dies (as it has), the only surviving wake fires after the bet is already expired and unsettleable.","wakeTriggers":["armWatcher fallback: Jun9 20:00 UTC (+1508 min) β€” only surviving trigger","MISSING: ownIntentResolved check β€” pid dead, can't poll","MISSING: 5-min pre-expiry fireWake at Jun9 15:55 UTC β€” pid dead, won't fire","MISSING: new non-swap intent detection (poll every 60s) β€” pid dead, bear-yosher and 0x9199 BinaryBets invisible"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is near-decided binaries β€” intent #32 (BTC<$64k, oracle $63,457 vs $64k strike, 0.617 implied) is its target class; could ta","available":"armed=true, health=ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors BinaryBets and accepts winnable open bets; intent #32 is in its scan class, but its focus is on the other side (posting, not taking)","available":"armed=true, pidAlive=true"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-focused LP; does not engage with BinaryBet templates","available":"armed=true, 12 open intents"}],"reliableCounterparties":1,"missedOpportunities":"Bear-yosher's BinaryBet (4+1.71 USDC, ~59 min left) and 0x9199's BinaryBet (10 USDCβ†’6.207 USDC, 1269 min left) are both live non-swap intents on the book β€” exactly polymarket-ljuba's target class. The polling loop that would have detected them (trigger #3, 60s poll) is dead. These are actively missed opportunities attributable to the pid death, not market structure.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry 5-min check (trigger #2) is well-designed for the settle-or-let-expire decision","New non-swap intent poll (trigger #3) is correctly scoped to the mission's take-side logic","ownIntentResolved (trigger #1) cleanly closes the feedback loop on posted intent #32","Zero-LLM, 60s cadence appropriate for a book-watching agent"],"lacking":["Fallback anchored at EXPIRY_SEC+4h β€” a post-mortem timestamp, not a safety net; if pid dies (as now), the agent wakes 4h too late to act on settlement","No secondary fallback before expiry; a single armWatcher call means pid death = mission failure for the current intent"],"suggestedChange":"Move FALLBACK_UNIX_SEC to EXPIRY_SEC - 600 (10 min before expiry) as the primary fallback safety net, and add a second armWatcher or a post-expiry reassessment wake separately. This ensures a pid-death scenario still wakes the agent in time"},"issues":[{"scope":"agent","title":"Watch loop process died β€” pid=false, all event triggers dead","detail":"pidAlive transitioned trueβ†’false since last summary. runWatchLoop is down; only the system fallback at Jun9 20:00 UTC survives. The pre-expiry check at 15:55 UTC, ownIntentResolved, and new-intent poll are all unreachable until restart.","fix":"Restart the polymarket-ljuba agent process to restore the 60s poll loop before Jun9 15:55 UTC (the pre-expiry window for intent #32)"},{"scope":"agent","title":"Fallback anchored post-expiry β€” wakes 4h too late if pid dies","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 14400 means the agent's only guaranteed wake is after the bet can no longer be acted on. This turned from a design smell into an active failure the moment pid died.","fix":"Change fallback to EXPIRY_SEC - 600 (10 min before expiry) so the safety-net wake fires inside the actionable window regardless of pid state"}],"assessment":"pidAlive=false kills all three event-driven triggers (ownIntentResolved, 5-min pre-expiry check, new-intent poll). The only surviving wake is the Jun9 20:00 UTC fallback β€” 4h after intent #32 expires at 16:00 UTC. Bear-yosher's BinaryBet (4+1.71 USDC, ~59 min left) and 0x9199's BinaryBet (10 USDCβ†’6.207 USDC, 1269 min left) are both on book and fit the mission, but the dead loop can't see them."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":104,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":102,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":141}},"verdict":{"summary":"At 17:20 UTC (w1, 92 min ago), the agent woke β€” triggered by the 4h fallback from a prior cycle β€” successfully registered, approved USDC, and posted a new BTC DCA intent (BTC most underweight at -35pp, $7 slice, intentPosted=true). This answers Step 1's question: YES, a new intent was posted since #13 expired. However, the wake script (current.ts) was NOT re","badge":"DCA POSTED, SCRIPT STALE","confidence":"medium","bottomLine":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals lifetime; intentPosted=true at 17:20 UTC but open_intents=0 and no fill recorded; lp-maker-matheus (12 open intents, 2 settled deals) is the only plausible USDCβ†’BTC counterparty but has not taken this intent"},"reasoningRead":"Sound reasoning, wrong problem scope: the agent correctly identifies BTC as most underweight (-35pp) and sizes a $7 DCA slice β€” mission-aligned and quantitative. But the wake script it regenerated (or failed to regenerate) still encodes a specific past intent ID and a past timestamp, meaning the watcher's poll trigger is permanently dead on the new intent. The DCA logic is correct; the wake-lifecy","wakeTriggers":["ownIntentResolved watching intent #13 (already resolved β€” dead trigger)","setTimeout for 2026-06-08T17:30:00Z (fired ~82 min before current data β€” dead trigger)","4h fallback armWatcher β€” ONLY live trigger, nextFallbackMin=151 (~21:20 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Mission is to fill/quote swaps near oracle mid from deep inventory; 12 open intents live, 2 settled swaps this cycle β€” the natural taker for","available":"armed=true, recovered this cycle, 12 ope"},{"agent":"arb-hunter-tom","fit":"no","why":"Targets binary bets and mispriced oracles, not patient DCA swaps","available":"health=ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps β€” would only fill if rebalancer-lior's rate is off-market enough to be 'mispriced' from vulture's perspective","available":"armed=false/pidAlive=false β€” flatlined"}],"reliableCounterparties":1,"missedOpportunities":"none identified β€” rebalancer-lior is a maker/poster by mission (DCA via posted swaps), not a taker. No open intents visible on the book that match its buy-side mission.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback (armWatcher FOUR_HOURS_MS) ensures the agent keeps waking for DCA even with no fills","runWatchLoop polls ownIntentResolved β€” correct pattern for a patient poster"],"lacking":["MY_INTENT_ID is hardcoded to '13' β€” a resolved intent; the new intent posted at w1 will never fire this trigger","marketOpenEpochMs is hardcoded to 2026-06-08T17:30:00Z β€” a past timestamp; setTimeout fires immediately (negative ms guard is present but msToMarketOpen < 0 so ","After each wake the agent posts a new intent but does NOT regenerate a new wake script watching the new intent ID β€” the lifecycle is broken: every post orphans "],"suggestedChange":"After posting a new intent, the agent must write a new current.ts that hardcodes the returned intent ID (not #13). The highest-value fix is: emit the new intent ID from the wake's output and have the post-wake script-write step substitute i"},"issues":[{"scope":"agent","title":"Wake script not regenerated after new intent post","detail":"current.ts still watches MY_INTENT_ID='13' (resolved) and a 17:30 UTC setTimeout (fired). The new intent posted at 17:20 UTC is invisible to the watcher β€” its fill or expiry produces no immediate re-wake. Every DCA cycle will have this bug until the script-write step is fixed.","fix":"In the agent's CLAUDE.md or wake-script template: after posting an intent, capture the returned intent ID and write a new current.ts with that ID substituted into MY_INTENT_ID. Also replace the hardcoded market-open timestamp with Date.now() + offset or remove it if the DCA logic doesn't need it."},{"scope":"agent","title":"open_intents=0 despite intentPosted=true β€” unconfirmed intent state","detail":"Wake w1 at 17:20 UTC shows intentPosted=true with a txHash, but open_intents=0 in current metrics. The intent either expired almost immediately (no counterparty in ~92 min) or the on-chain tx reverted silently. Either way, 0 settled deals confirms no fill.","fix":"On next wake (~21:20 UTC), agent should read its posted intent ID from the tx receipt and check its state explicitly β€” if expired with no fill, re-assess portfolio and re-post with a fresh limit or wider tolerance."}],"assessment":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Sixth consecutive flatline β€” no change whatsoever from last run. wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 burn, no deals. Both structural blockers remain fully intact: (1) no wake script loaded β†’ watcher cannot arm; (2) 0.50 USDC lot is ~24Γ— below lp-maker-matheus's minimum (~12 USDC) β€” so even if a script were loaded today, posted i","badge":"STRUCTURAL FLATLINE","confidence":"high","bottomLine":"Permanently blocked on two compounding issues: no wake script (agent never fires) and a 0.50 USDC lot size that no current fleet LP will fill β€” lp-maker-matheus's minimum is ~12 USDC, 24Γ— higher. Even with lp-maker-matheus now live and healthy, zero deals would clear at this lot size. This is not a patience/thin-book situation β€” it is a hard configuration mismatch requiring an agent-side fix.","rootCause":{"class":"structural","evidence":"wake_script_source=null (6 consecutive cycles), watcher.armed=false/pidAlive=false, 0 wakes lifetime; 0.50 USDC lot vs lp-maker-matheus ~12 USDC minimum β€” no settled deals, no open intents, no counterparty capable of filling at this size in current fleet"},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate. The configuration itself is the problem, not the logic.","wakeTriggers":["MISSING: no wake script loaded β€” no trigger of any kind exists; watcher cannot arm"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only active swap LP in fleet; recovered this cycle (armed=true, 12 open intents), but minimum lot ~12 USDC β€” stacker-massimo's 0.50 USDC is ","available":"alive and armed"},{"agent":"rebalancer-lior","fit":"no","why":"DCA buyer, not an LP; posts swap intents itself rather than filling others' small lots","available":"alive, 4h fallback armed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (never wakes); structurally moot β€” no fleet LP accepts 0.50 USDC swaps","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” null source means the watcher has never been configured","Without a script, the agent cannot arm, fire, or post any intents regardless of market conditions"],"suggestedChange":"Load a minimal wake script with a time-based fallback (e.g. every 4h) that posts one sNVDA swap intent β€” but only after raising the lot size to β‰₯12 USDC, otherwise the script fires and every intent goes unfilled"},"issues":[{"scope":"agent","title":"No wake script deployed","detail":"wake_script_source=null for 6 consecutive cycles. The watcher process has never been configured. This is the primary blocker β€” the agent is inert by design until resolved.","fix":"Write and deploy a current.ts wake script with a cadence appropriate to a patient DCA strategy (e.g. 4–8h fallback timer); deploy via the agent's standard skill path"},{"scope":"agent","title":"Lot size 24Γ— below minimum counterparty threshold","detail":"Mission specifies 0.50 USDC per swap; lp-maker-matheus (only active fleet LP) requires ~12 USDC minimum. Even after a wake script is loaded, every posted intent will be un-fillable in the current fleet. There is no other LP at smaller lot sizes.","fix":"Raise per-wake lot size to β‰₯12 USDC in CLAUDE.md/agent config, or accept that settlement depends on a future LP joining the fleet that serves micro-lots β€” the latter has no timeline"}],"assessment":"Permanently blocked on two compounding issues: no wake script (agent never fires) and a 0.50 USDC lot size that no current fleet LP will fill β€” lp-maker-matheus's minimum is ~12 USDC, 24Γ— higher. Even with lp-maker-matheus now live and healthy, zero deals would clear at this lot size. This is not a patience/thin-book situation β€” it is a hard configuration mismatch requiring an agent-side fix."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":80,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":339,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Warmup cycle is broken: the predicted 8-min fallback fire (prior run, nextFallbackMin=8) did NOT produce an indexed wake or any LLM spend (tokens_5h=$0.00, wakes still=1). Process is now dead (armed=false, pidAlive=false, nextFallbackMin=null). The fallback either fired and the process crashed before completing an LLM call, or the process was killed before t","badge":"CRASHED, NEVER TRADED","confidence":"high","bottomLine":"swing-nikita has been dead for 329 min with $0.56 lifetime LLM spend (all in the initial approval wake). The 8-min fallback predicted by the prior cycle did not produce a recoverable wake β€” process is flatlined with no fallback scheduled. It has never posted a swap intent; its dislocation-fade mission has not executed a single trade.","rootCause":{"class":"structural","evidence":"wakes=1 (approval only), tokens_5h=$0.00, last_wake_min_ago=329, armed=false, pidAlive=false, nextFallbackMin=null, settled_deals=[], open_intents=null. Prior cycle nextFallbackMin=8 β†’ expected fire at ~321 min ago β€” no indexed wake appeared, no token spend, no re-arm. Process did not survive the fa"},"reasoningRead":"The wake script reasoning is internally sound (60-min sample collection for warmup is the right cadence), but it is a single-fire dead-end: armWatcher sets one deadline, runWatchLoop awaits it, and when the process crashes there is no recovery path. The LLM is solving the right warmup problem but the platform substrate (one-shot arm, no re-arm on crash) means one process death ends the warmup perm","wakeTriggers":["60-min time-based fallback (armWatcher fallbackMs=3600000)","MISSING: re-arm logic after fallback fires β€” once the deadline is consumed or the process dies, there is no subsequent wake scheduled","MISSING: crash-recovery / heartbeat β€” if the process dies mid-warmup, nothing restarts it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity, 12 open intents, recovered this cycle β€” would be swing-nikita's natural taker when it eventually posts a dislocation","available":"ARMED, 12 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts delivered swaps; could cross if dislocations overlap with rebalancer target mix","available":"ARMED (4h fallback, ~153 min remaining)"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivers swaps on momentum signals β€” could be counterparty or competitor depending on direction","available":"unknown/not in payload"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher has been dead for 329 min and agent has never posted an intent, so there is no baseline to measure against. Any dislocation signal that fired in the last 329 min was invisible to this agent.","wakeScript":{"wellReasonedForMission":false,"good":["60-min cadence is correct for warmup sample collection β€” patient, not a sub-minute poll","No book polling (right: swing-nikita needs price history, not live order flow)","Zero-LLM in the watcher body itself"],"lacking":["Single-fire design: armWatcher sets ONE deadline; when consumed or process dies, nextFallbackMin goes null and nothing re-arms","No recovery path: if the process crashes before or during the fire, the warmup cycle ends permanently β€” requires manual restart","No indication of how many warmup samples have been collected or when the agent graduates from warmup to active trading"],"suggestedChange":"Add a loop so the watcher re-arms itself after each 60-min fire (e.g. wrap in a while loop that calls armWatcher again each iteration) and emit a log of sample count so the LLM can graduate to active mode once N samples are collected β€” a si"},"issues":[{"scope":"agent","title":"Warmup watcher is a single-fire dead-end β€” crash kills the cycle","detail":"current.ts arms one 60-min deadline and never re-arms. Process died (armed=false, pidAlive=false) at ~321 min ago. The predicted fallback fire produced no indexed wake, no token spend, no re-arm. Agent is permanently halted until manual restart.","fix":"Rewrite wake script to loop: after each 60-min fire, immediately re-arm the next 60-min deadline. Track sample count in watcher state; once N samples accumulated, graduate to active mode and begin dislocation polling."},{"scope":"agent","title":"Agent has never posted a swap intent β€” mission has not executed once","detail":"lifetime wakes=1 (approval setup only), $0.56 total LLM spend, 0 open intents, 0 settled deals. Warmup never completed. swing-nikita has functionally never operated.","fix":"After fixing wake script loop, verify warmup completes (sample count reaches threshold) and that the first active-mode wake posts a dislocation intent against lp-maker-matheus's live quotes."},{"scope":"core","title":"No crash-recovery for dead watchers β€” flatlined agents require manual intervention","detail":"swing-nikita, bear-yosher, and 4 others are armed=false/pidAlive=false with no auto-restart. The platform has no watchdog that detects dead watchers and restarts them. This affects 6/12 agents this cycle.","fix":"Add a fleet-level watchdog (cron or supervisor) that detects armed=false/pidAlive=false with nextFallbackMin=null and triggers a restart wake for agents whose last wake was >N minutes ago."}],"assessment":"swing-nikita has been dead for 329 min with $0.56 lifetime LLM spend (all in the initial approval wake). The 8-min fallback predicted by the prior cycle did not produce a recoverable wake β€” process is flatlined with no fallback scheduled. It has never posted a swap intent; its dislocation-fade mission has not executed a single trade."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive flatline: armed=false, pidAlive=false, wake_script_source=null β€” never deployed, zero change across five cycles. Opportunity cost is now severe and quantifiable: mimic-ljuba's 8+6.55 USDC binary is expiring uncontested within ~8 min of this cycle, bear-yosher's 4+1.71 binary sits live, and lp-maker-matheus's 12 open swap intents represent e","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Five cycles, 0 wakes, $0 burn, null wake script β€” vulture-andrew does not exist on-chain. The fleet currently has 3 open target-class opportunities (2 binaries + 12 swap intents) that match its mission exactly; all are uncontested. Every cycle without deployment is a direct, quantifiable miss.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all five observed cycles; armed=false, pidAlive=false, no wakes ever recorded; agent was never initialized β€” not a crash, not a stale watcher, simply never brought up"},"reasoningRead":"Unmeasurable β€” no reasoning has ever executed. The agent has never woken. The mission is well-defined and high-value (near-decided binaries, mispriced swaps), but it remains purely theoretical.","wakeTriggers":["MISSING: no watcher script exists (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no book-monitoring trigger for near-decided binaries","MISSING: no trigger for mispriced swap detection vs oracle"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active binary bets (8+6.55 USDC expiring ~8 min from cycle; 4+1.71 also live) β€” vulture's primary target class, uncontested","available":"armed=true, pidAlive=true"},{"agent":"lp-maker-matheus","fit":"yes","why":"12 open swap intents live on book, USDC↔BTC near oracle mid β€” vulture can take mispriced legs","available":"armed=true, 2 settled deals this cycle"},{"agent":"bear-yosher","fit":"yes","why":"4+1.71 USDC binary sitting live and uncontested β€” near-decided binary is vulture's highest-confidence edge","available":"armed=false, pidAlive=false β€” watcher st"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts binaries calibrated to Polymarket; vulture could find edge if ljuba's pricing lags oracle moves","available":"armed=true"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but Step-1 confirms at minimum: (1) mimic-ljuba's 8+6.55 binary expiring uncontested ~8 min from cycle start, (2) bear-yosher's 4+1.71 binary uncontested, (3) lp-maker-matheus's 12 live swap intents. All three are textbook vulture targets. Opportunity cost is now multi-cycle and compounding.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” wake_script_source=null","No fallback timer to bootstrap initial activation","No book-poll trigger for near-decided binaries (the agent's primary edge)","No oracle-comparison trigger for mispriced swaps"],"suggestedChange":"Write and deploy an initial current.ts: poll the live intent book every 5–10 min for (a) binary bets with <15 min to expiry where outcome is resolvable from current oracle, and (b) swap intents priced >0.5% off oracle mid. Fire on either co"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, no watcher, no activation","detail":"wake_script_source=null for five consecutive cycles. This is not a crash or a stale watcher β€” the agent simply does not have a current.ts. It has never woken once. The fleet is leaving binary arb and swap mispricing entirely uncontested as a result.","fix":"Bootstrap current.ts with a book-polling watcher: trigger on (a) binary expiry <15 min with oracle-resolvable outcome, (b) swap intent >0.5% off oracle. Add 30-min fallback. Deploy immediately β€” every additional cycle is direct opportunity cost against the most target-rich book state seen this run."},{"scope":"agent","title":"Settled deals not indexed β€” PnL untrackable even after deployment","detail":"settled_deals='not-indexed'; realized_pnl_usd=null. Once deployed, the board cannot assess whether vulture's takes are profitable without fixing indexing.","fix":"Ensure agent address is registered in the deals index before first trade so performance is measurable from wake-1."}],"assessment":"Five cycles, 0 wakes, $0 burn, null wake script β€” vulture-andrew does not exist on-chain. The fleet currently has 3 open target-class opportunities (2 binaries + 12 swap intents) that match its mission exactly; all are uncontested. Every cycle without deployment is a direct, quantifiable miss."}}],"unattributed":{"sessions":91,"tokens":36489661,"usd":24.68,"w5":19107652,"w5Usd":13.25,"hourly":[0,0,0.03,0.48,12.73,11.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":309,"tokens":7931337,"usd":19.86,"w5":5817130,"w5Usd":13.99,"hourly":[5.09,2.6,0,1.22,5.08,4.67,1.2,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":81983406,"grandUsd":65.02,"grandSessions":429,"attributedTokens":37562408,"unattributedTokens":36489661,"boardTokens":7931337,"reassembledTokens":81983406,"tokensBalance":true,"attributionPct":50.7,"multiMatchSessions":0,"sessionsScanned":1128,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (6/12 agents addressed)","dedup":{"rawMsgs":3574,"dedupedMsgs":1585,"rawTokens":173542897,"dedupedTokens":81983406,"dupRatio":2.117}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T18:59:14.100Z","swarm":{"headline":"SWAPS CLEAR, BINARIES FROZEN","funnel":{"posted":48,"settled":3,"conversionPct":6.25,"byTemplate":{"Swap":{"settled":3,"open":11},"BinaryBet":{"settled":0,"open":3}}},"liquidityMap":[{"market":"USDC/ETH, USDC/BTC, USDC/SSV, ","flow":"lp-maker-matheus ⇄ {bear-yosher, 0xFd1B…1544, 0x1a74…7A77 / arb-hunter-tom}","status":"ACTIVE β€” 3 settled this cycle; 11 open quotes live (36–39min TTL); LP bleeding P"},{"market":"BinaryBet (BTC directional)","flow":"mimic-ljuba / bear-yosher / 0x9199 β†’ arb-hunter-tom / vulture-andrew (uncontested)","status":"FROZEN β€” 3 bets on book, 0 ever settled; mimic-ljuba's 8+6.55 USDC bet expired u"},{"market":"BTC DCA (rebalancer-lior inten","flow":"rebalancer-lior β†’ lp-maker-matheus","status":"BLOCKED β€” intent posted 17:20 UTC (BTC -35pp underweight, $7 slice); lp-maker-ma"},{"market":"Options (write β†’ take)","flow":"option-writer-matheus β†’ option-taker-matheus","status":"DEAD β€” both flatlined (armed=false, pidAlive=false, wake_script_source=null); 0 "}],"causalLinks":[{"cause":"arb-hunter-tom watcher baselines its seen-set at arm time, not at each wake","effect":"All binary bets already on-book when the watcher arms are permanently invisible β€” arb-hunter-tom never fires on them reg","evidence":"W3 (18:27 UTC): arb-hunter-tom reported 'no binary bets' while mimic-ljuba's 8+6.55 USDC bet had ~33min remaining; bet expired uncontested at 19:00 UTC; W4 (19:25 UTC, post-expiry) took a swap instead"},{"cause":"vulture-andrew never deployed (5 consecutive flatlines, wake_script_source=null, armed=false)","effect":"Binary market has no dedicated taker; arb-hunter-tom is the only live taker but is structurally blind to pre-armed bets;","evidence":"vulture-andrew: 0 wakes lifetime, 0 settled deals, never initialized; 2 binary bets (4+1.71 USDC and 10 USDC) live on book with no taker"},{"cause":"lp-maker-matheus prices at oracle mid with no bid/ask spread","effect":"Adverse selection: informed takers cross when edge exists, leaving LP short the better leg on every fill; -$59.67 cumula","evidence":"3 settled swaps (Bear-Yosher, 0xFd1B…1544, 0x1a74…7A77) all taker-advantaged; arb-hunter-tom deal #1 was +57bps for the taker on lp-maker-matheus's SSV quote"},{"cause":"polymarket-ljuba's watch loop died after first wake (pidAlive dropped trueβ†’false); next system fallback is Jun9 20:00 UT","effect":"bear-yosher's binary (resolves Jun9 18:50 UTC) and 0x9199's binary (1261min TTL) are undetectable; polymarket-ljuba will","evidence":"polymarket-ljuba: pidAlive=false, watcher.armed=true, nextFallbackMin=1502; bear-yosher resolution Jun9 18:50 UTC precedes polymarket-ljuba's Jun9 20:00 UTC fallback by 70min"},{"cause":"option-writer-matheus flatlined for 7 consecutive cycles (wake_script_source=null, armed=false) β€” never posted a single ","effect":"option-taker-matheus has nothing to take; the two agents are mutually dependent and both permanently stalled; $0.30 comb","evidence":"option-writer-matheus: 7 flatlines, $0.15 frozen; option-taker-matheus: 6 flatlines, $0.15 frozen; 0 option intents ever posted by either agent"},{"cause":"stacker-massimo's lot size (0.50 USDC) is ~24Γ— below lp-maker-matheus's minimum (~12 USDC per quote)","effect":"Even if stacker-massimo were deployed today, its intents would find no counterparty in the current fleet β€” the structura","evidence":"stacker-massimo: 0.50 USDC lot; lp-maker-matheus open quotes all start at 8.49–13.46 USDC; no other swap maker active in fleet"}],"insights":[{"severity":"critical","title":"Binary market entirely frozen β€” taker blind spot + missing dedicated taker","detail":"4 binary bets posted across all cycles, 0 settled. arb-hunter-tom's seen-set baseline at arm-time made mimic-ljuba's 8+6.55 USDC bet invisible; it expired uncontested. bear-yosher's 4+1.71 USDC and 0x9199's 10 USDC remain live with no active taker. vulture-andrew (dedicated binary taker) has never been deployed in 5 cycles.","evidence":"0/4 binary bets settled lifetime; mimic-ljuba 8+6.55 USDC expired uncontested 19:00 UTC; arb-hunter-tom W3 'no binary bets' at 18:27 UTC with bet live; vulture-andrew: armed=false, 0 wakes","scope":"core","fix":"Fix arb-hunter-tom watcher: replace seen-set-at-arm baseline with a near-expiry scan (wake if any binary bet has <60min RFQ TTL not in confirmed-closed state). Separately deploy vulture-andrew β€” bear-yosher's bet has ~51min RFQ window."},{"severity":"critical","title":"5 agents in permanent flatline β€” no self-recovery path","detail":"option-taker-matheus, option-writer-matheus, stacker-massimo, swing-nikita, vulture-andrew: all armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null. No fallback will fire; no watcher can self-install. Collectively these agents represent the options market, binary taker, micro-DCA, and momentum arms of the fleet β€” all absent.","evidence":"6–7 consecutive flatline cycles each; $0.00–$0.15 frozen spend (one stalled init each); 0 settled deals collectively; swing-nikita: prior nextFallbackMin=8 fired ~321min ago with no indexed wake and no token spend","scope":"fleet","fix":"Manual re-deploy required for all 5. Priority order: (1) vulture-andrew β€” immediate binary opportunity; (2) option-writer-matheus β€” unblocks option-taker-matheus; (3) swing-nikita; (4) option-taker-matheus; (5) stacker-massimo (also requires lot-size fix to β‰₯12 USDC before re-dep"},{"severity":"warn","title":"lp-maker-matheus bleeding PnL at -$59.67 β€” adverse selection from zero-spread oracle pricing","detail":"3 fills this cycle but -$59.67 cumulative PnL. Oracle-mid quotes with no spread invite informed takers to pick off favorable legs. At $16.83 token burn in 5h (12.2% of pool), pool depletes in ~35h at current rate.","evidence":"3 settled swaps (Bear-Yosher, 0xFd1B…1544, 0x1a74…7A77); arb-hunter-tom deal #1 captured +57bps on lp-maker-matheus's SSV quote; token burn rate 12.2%/5h","scope":"fleet","fix":"Add 50–100bps bid/ask spread to lp-maker-matheus quotes over oracle mid. This is the single highest-leverage change β€” it directly converts each fill from a PnL drain to a positive."},{"severity":"warn","title":"polymarket-ljuba watch loop dead β€” 25h blind window before next fallback","detail":"pidAlive dropped trueβ†’false since last summary; watch loop exited after one wake (intent #32, BTC<$64k/Jun9, 10 USDC). System fallback fires Jun9 20:00 UTC (1502min). bear-yosher's binary resolves Jun9 18:50 UTC β€” 70min before that fallback β€” so it will be missed entirely.","evidence":"polymarket-ljuba: pidAlive=false, nextFallbackMin=1502; intent #32 (0xe0bee8) unresolved and unmonitored; bear-yosher bet resolves Jun9 18:50 UTC vs fallback Jun9 20:00 UTC","scope":"fleet","fix":"Restart polymarket-ljuba's watch loop. Reduce fallback from EXPIRY+4h to ≀120min so loop death never creates a >2h blind window."},{"severity":"warn","title":"rebalancer-lior BTC DCA intent unmatched despite matching counterparty on book","detail":"Intent posted 17:20 UTC (BTC underweight -35pp, $7 slice); lp-maker-matheus has 0.0002 BTC ↔ 12.69/12.74 USDC pairs open (37min TTL). 0 lifetime settled deals for rebalancer-lior despite lp-maker-matheus being the only USDC/BTC maker active. Likely price mismatch.","evidence":"rebalancer-lior: intentPosted=true at 17:20 UTC, settled_deals=0 lifetime; lp-maker-matheus: 0.0002 BTC ↔ 12.69 USDC open; rebalancer-lior wake script stale (not updated post-w1 despite dead triggers)","scope":"fleet","fix":"Compare rebalancer-lior's posted DCA price against lp-maker-matheus's open BTC quote. If mismatch, adjust price tolerance or re-post at current market rate. Also update rebalancer-lior's wake script β€” current.ts still references expired triggers (intent #13, 17:30 UTC timer)."},{"severity":"ok","title":"Swap market functional β€” lp-maker-matheus hub clearing with 3 settlements","detail":"3 swaps settled this cycle via lp-maker-matheus. arb-hunter-tom settled its first deal (4.24 USDC β†’ 2 SSV, +57bps). 11 swap quotes live. Swap funnel is the only clearing segment of the fleet.","evidence":"3/48 total posted settled = 6.25%; all 3 are swaps via lp-maker-matheus; 11 open swap quotes with 36–39min TTL; arb-hunter-tom deal #1 confirmed settled","scope":"fleet","fix":"None for clearing mechanics β€” monitor PnL trajectory and apply spread fix before pool depletes."}],"fleetMoves":[{"scope":"core","action":"Fix arb-hunter-tom watcher seen-set baseline: wake on near-expiry binary bets (TTL <60min, not in confirmed-closed state) regardless of when the watcher armed. This is the single change that unlocks bear-yosher's live bet and prevents future expiry misses."},{"scope":"fleet","action":"Re-deploy vulture-andrew immediately β€” bear-yosher's 4+1.71 USDC binary has ~51min RFQ window; 0x9199's 10 USDC binary has 1261min. Every cycle without a dedicated binary taker forfeits these positions."},{"scope":"fleet","action":"Restart polymarket-ljuba's watch loop and shorten its fallback interval to ≀120min to prevent the current 25h blind window from recurring on future loop exits."},{"scope":"fleet","action":"Re-deploy option-writer-matheus first, then option-taker-matheus β€” they are mutually dependent and together form the only options market pair. Neither can function without the other; option-writer must come first."},{"scope":"fleet","action":"Add 50–100bps spread to lp-maker-matheus quotes over oracle mid. At -$59.67 PnL and 12.2%/5h token burn, the pool exhausts in ~35h without this fix β€” and lp-maker-matheus is the sole liquidity hub for the entire swap market."}],"at":"2026-06-08T19:02:47.760Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAP ACTIVE, BINARIES UNTAKEN","healthDelta":"Better than last run: lp-maker-matheus recovered from crash (now armed=true, 12 open intents, 2 settled deals this cycle); mimic-ljuba also transitioned from flatline (armed=false) to armed=true/pidAlive=true β€” two agents that were down are now live, but 5 remain flatlined and no binary bets have fo","focusAreas":["URGENT: mimic-ljuba's BinaryBet (8+6.55 USDC) expires at 19:00 UTC β€” ~8 min from now β€” arb-hunter-tom's primary target class, still uncontested on book","Funnel conversion: 47 posted / 2 settled = 4.3%, both settled deals are swaps; 0/3 binary bets have settled","lp-maker-matheus recovery needs verification: 12 open intents live, was crashed last cycle β€” are quotes fresh or stale survivors?","rebalancer-lior wake script has two dead triggers (intent #13 resolved + 17:30 UTC timer fired); only 4h fallback at ~153 min keeps it alive","swing-nikita: prior fallback (nextFallbackMin=8) should have fired by now but agent is armed=false/pidAlive=false β€” likely crashed on that fire","5 agents in permanent flatline: bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew (armed=false/pidAlive=false across consecutive cycles)"],"perAgentFocus":{"arb-hunter-tom":"Mimic-ljuba's BinaryBet (8+6.55 USDC, 19:00 UTC expiry, ~8 min left) is live on book right now β€” did W5 detect and act on it? Prior W3 missed a binary ('no binary bets' reported); has the detection gap been fixed, or is arb-hunter-tom missi","bear-yosher":"Sixth consecutive cycle: armed=false, pidAlive=false, $0.78 lifetime spend frozen β€” is there any observable difference from last run, or is this a permanent initialization failure requiring manual re-deploy? Bear-yosher has a BinaryBet post","lp-maker-matheus":"Recovered from last cycle's crash (now armed=true, pidAlive=true, nextFallbackMin=45) β€” are the 12 open intents fresh reposts from this wake cycle or stale pre-crash survivors? Did the BTC/ETH/sNVDA quotes get reposted at current oracle mid","mimic-ljuba":"Prior summary had armed=false/flatline; now armed=true/pidAlive=true/nextFallbackMin=15 β€” what triggered the recovery? The agent has 1 open BinaryBet (8+6.55 USDC, expiring in ~8 min at 19:00 UTC) β€” is this a bet mimic-ljuba posted itself, ","momentum-nikita":"Intent #28 was still live last cycle (confirmed by countdown 71β†’57β†’42 min); now pidAlive=false with armed=true/nextFallbackMin=29 β€” has #28 settled or expired? Is the pidAlive=false a normal inter-wake rest (watcher alive via fallback only)","option-taker-matheus":"Sixth consecutive flatline: armed=false, pidAlive=false, $0.15 frozen β€” no change whatsoever. Is there any initialization path remaining, or is this a permanent deploy failure requiring manual intervention to re-register a watcher?","option-writer-matheus":"Sixth consecutive flatline: armed=false, pidAlive=false, $0.15 frozen β€” zero option intents ever posted, meaning option-taker-matheus has no supply to take. Same question as option-taker: any path forward, or permanent failure?","polymarket-ljuba":"Intent #32 (BTC<$64k/Jun9, 10 USDC) is presumably still live β€” any takers since last cycle? More importantly: 0x9199's BinaryBet (10 USDC β†’ 6.207 USDC, 1269 min left) and bear-yosher's BinaryBet (4+1.71 USDC, ~59 min left) are both on book ","rebalancer-lior":"Wake script has two dead triggers: ownIntentResolved#13 already resolved + 17:30 UTC market-open setTimeout fired ~73+ min ago. Only the 4h fallback (nextFallbackMin=153) keeps it alive. Has a new intent been posted since #13 expired? Does ","stacker-massimo":"Sixth consecutive flatline, structural blocker confirmed: 0.50 USDC lot is ~24Γ— below lp-maker-matheus minimum (~12 USDC). Is there any resolution path β€” either adjusting the lot size upward or waiting for a different liquidity provider β€” o","swing-nikita":"Prior cycle showed nextFallbackMin=8 ticking and predicted imminent fire; now armed=false/pidAlive=false with last_wake_min_ago=327. Did the fallback fire produce a wake (with LLM spend, new intent) that then crashed, or did the process die","vulture-andrew":"Fifth consecutive flatline with confirmed acute opportunity cost: lp-maker-matheus's active quotes, mimic-ljuba's 8+6.55 binary (expiring in ~8 min), and bear-yosher's 4+1.71 binary are all prime vulture targets sitting uncontested. What is"},"ctas":[{"scope":"agent","text":"arb-hunter-tom: URGENT β€” mimic-ljuba's BinaryBet (8+6.55 USDC) expires at 19:00 UTC (~8 min); if the binary detection gap from W3 is unfixed, manually trigger a wake now before it expires uncontested"},{"scope":"agent","text":"rebalancer-lior: wake script has two dead triggers; only the 4h fallback at ~153 min remains β€” regenerate the wake script on the next fallback fire or manually trigger now to post a fresh intent while"},{"scope":"agent","text":"swing-nikita: armed=false/pidAlive=false β€” the predicted fallback fire appears to have crashed the process; inspect the last wake log and re-initialize if the crash is recoverable"},{"scope":"fleet","text":"5 permanent flatlines (bear-yosher, option-taker-matheus, option-writer-matheus, stacker-massimo, vulture-andrew): binary market is frozen partly because no takers exist for open bets; manual re-deplo"},{"scope":"core","text":"Binary funnel conversion is 0%: 3 binary bets open (8+6.55, 10, 4+1.71 USDC), 0 settled β€” the only active binary-capable takers (arb-hunter-tom, polymarket-ljuba) are not filling them; investigate whe"}],"at":"2026-06-08T18:52:36.435Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T19:21:47.231Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":46.42,"used7d":null,"used7dUsd":70.39,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":25.6,"estPct7d":3.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":72.7,"estPct7d":9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":71.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":9.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":57193084,"w7":82182899,"tot":82182899},"haiku":{"w5":6765800,"w7":7412006,"tot":7412006}},"fleet":{"agentsUp":9,"lifetimeTokens":89614716,"lifetimeUsd":70.39,"sessions":463,"deals":10,"openIntents":12,"totalIntents":55},"oracle":{"USDC":1,"ETH":1683.54,"BTC":63393.14,"SSV":2.11,"AAPL":304.26,"NVDA":207.9,"MSFT":411.99},"oracleAt":"2026-06-08T19:15:08.457Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.98,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780939942312,"containerAgeMin":109,"wakes":8,"firstWakeMs":1780927992000,"lastWakeMs":1780945946000,"ageMin":9,"lastWhy":"No binary bet has CEX taker side in the money (BTC $635 below #32 strike). No USDC-payable swap edge β‰₯10bps. All new int","repeatWakes":4,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780953224813,"watching":"new intent on book beyond #54 (2h fallback)","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"W4 delivered deal #1 (swap #22, +57bps, 2 SSV, settled ↔ LP-Maker-Matheus); W5–W7 are correct passes on a thin book. The Polymarket-Ljuba BinaryBet (0.617 implied BTC<$64k, 1253 min left) is correctly ignored β€” 0.617 is genuinely uncertain, nowhere near the near-decided threshold this agent targets. The Bear-Yosher↔Mimic-Ljuba BinaryBet was already matched b","badge":"LATENCY-TAKER WAITING","confidence":"high","bottomLine":"Agent is behaving correctly: 1 deal in 7 wakes on a book with zero near-decided binaries and near-zero stale swap edge. The Polymarket-Ljuba bet (0.617 implied) is a correct skip; swap #23 (+101bps) was a genuine latency loss (AlreadyTaken), not a miss. The limiting factor is market thinness, not agent logic.","rootCause":{"class":"counterparty-starved","evidence":"7 wakes; 1 settled deal (swap #22, +57bps, $0.024 edge); swap #23 (+101bps) lost to AlreadyTakenError; W5/W6/W7 all report 0 binary bets with CEX taker side in-the-money and 0 USDC-payable swaps β‰₯10bps. The book simply has no near-decided binaries and almost no stale swap edge."},"reasoningRead":"Sound reasoning solving the right problem. The 0.617 Polymarket-Ljuba skip is correct (mission threshold is near-decided, e.g. >85% / <15%). The +57bps SSV take in W4 vs the stock swap pass (market-hours risk cited) shows disciplined edge-ranking. W5–W7 repeat 'wait' without degradation β€” not churn, genuinely nothing to take. Only concern: the agent cannot distinguish 'book thin' from 'watcher bli","wakeTriggers":["New binary bet or swap intent appears on book (any kind=binary, kind=swap, or unknown BinaryBet template)","2h hard fallback (nextFallbackMin=116 at analysis time)","MISSING: no trigger when an existing on-book bet crosses the near-decided threshold β€” watcher baselines on start and only re-evaluates at fallback or new-intent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” deal #1 settled here; posts resting USDC swaps arb-hunter-tom can snipe on oracle lag","available":"active, 3 deals, health ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts BinaryBets β€” arb-hunter-tom's primary target surface; currently the live bet (0.617) is not near-decided so no fit today","available":"active, health ok, 0 settled deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets and Perpetuals; the Bear-Yosher↔Mimic-Ljuba bet is already matched so unavailable; future bets possible","available":"active, 2 deals, health ok, nextFallback"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker β€” competes for the same mispriced intents rather than posting them","available":"warming"}],"reliableCounterparties":1,"missedOpportunities":"Swap #23 (+101bps, 0.04 sAAPL for 12.56 USDC) β€” genuine latency loss (AcceptIntentAlreadyTakenError, status=Cancelled), not a logic miss. No near-decided binaries appeared on the book across W3–W7. The Bear-Yosher↔Mimic-Ljuba BinaryBet was already matched before arb-hunter-tom evaluated; no takeable window. The Polymarket-Ljuba bet (0.617 implied) is correctly skipped under mission criteria.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new binary bets and swap intents β€” correct trigger surface for a latency taker","2h hard fallback prevents indefinite sleep on a slow book","Baseline-on-start avoids spurious fires on stale known state","60s poll cadence is appropriate β€” not sub-minute, not sluggish for a latency agent","Zero-LLM watcher; isWatchable filter is tight and correct"],"lacking":["Watcher fires only on NEW intents β€” a bet already on the book when the watcher arms cannot trigger a wake when it drifts into near-decided territory; only caugh","No price/oracle-proximity check in the watcher: could add a lightweight CEX-vs-implied comparison for existing bets each poll cycle to fire before the fallback"],"suggestedChange":"Add a secondary check in the runWatchLoop body: for each already-seen binary bet, compare its implied probability against the CEX feed and fireWake() if the gap exceeds the near-decided threshold β€” this collapses the 2h blind window for dri"},"issues":[{"scope":"agent","title":"Watcher blind to existing-bet threshold drift","detail":"The watcher baselines known intents on start and only fires on NEW arrivals. A bet already on the book (e.g. the Polymarket-Ljuba 10 USDC bet with 1253 min remaining) that drifts from 0.617 to >0.85 implied will not trigger a wake β€” the agent misses it until the 2h fallback. Given the agent's core e","fix":"In the runWatchLoop body, after the new-intent check, iterate seen intents of kind binary/BinaryBet and run a lightweight oracle-vs-implied comparison; call fireWake() if any cross the near-decided threshold. This is zero-LLM and fits the existing loop."},{"scope":"agent","title":"2 SSV position not hedged or exit-planned","detail":"Portfolio holds 2 SSV from W4 (oracle $2.11 vs fill $2.12, -$0.02 mark-to-market drift noted in W7). The mission is pure taker / latency arb β€” holding a directional SSV position is incidental to mission and creates unmonitored mark-to-market risk.","fix":"Add logic to evaluate whether to post a sell or swap back to USDC if SSV oracle drifts >X% from fill price; or document in mission that residual crypto positions are acceptable indefinitely."}],"assessment":"Agent is behaving correctly: 1 deal in 7 wakes on a book with zero near-decided binaries and near-zero stale swap edge. The Polymarket-Ljuba bet (0.617 implied) is a correct skip; swap #23 (+101bps) was a genuine latency loss (AlreadyTaken), not a miss. The limiting factor is market thinness, not agent logic."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":1077113,"w5Usd":0.78,"w5PctPool":0.4,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":1077113,"w7Son":1077113,"hourly":[0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.91,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":40,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":39,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":212}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":27,"msgs":643,"total":36252946,"totalUsd":20.37,"w5":34588972,"w5Usd":19.3,"w5PctPool":13.8,"w7":36252946,"w7Usd":20.37,"w7PctPool":1.5,"w5Son":30986499,"w7Son":32650473,"hourly":[7.61,10.08,1.61,0,0,0.06,1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:21:24.775Z","tokens":1639273,"usd":1.55,"msgs":17}},"onchain":{"deals":9,"openIntents":10,"balanceUsd":730.5,"realizedPnl":-60.83,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":55,"wakes":1,"firstWakeMs":1780943911000,"lastWakeMs":1780943911000,"ageMin":43,"lastWhy":"First wake, no prior state. All 12 prior quotes price-stale; intent #29 was a sAAPL bid above oracle. Reposted at curren","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780947324700,"watching":"new fillable swap OR quotes near-expiry (~48 min)","armed":true,"nextFallbackMin":14}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":13.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":85,"wakes":6,"firstWakeMs":1780927020000,"lastWakeMs":1780928777000,"ageMin":296,"lastWhy":"Strong realized edge on open bet; no edge floor met on new entries. Hold.","repeatWakes":4,"avgGapMin":6,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781032052335,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1426}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":1602823,"w5Usd":0.84,"w5PctPool":0.6,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":1602823,"w7Son":1602823,"hourly":[0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.91,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":109,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":94,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent #28 countdown sequence: 71β†’57β†’42β†’27β†’11 min (prior: 27, now 11 β€” 16 min elapsed, exactly one cycle interval, no fireWake triggered). The 90-min RFQ window is essentially exhausted; the fallback fires in ~11 min and will force re-decide regardless of fill/expiry status. The 1 settled deal (BTC starter swap ↔ LP-Maker-Matheus, realized_pnl=$16.27) confir","badge":"WAKE IMMINENT","confidence":"high","bottomLine":"Intent #28 is at the end of its 90-min RFQ window (fallback in 11 min, no ownIntentResolved trigger fired). The one settled swap with LP-Maker-Matheus yielded $16.27 realized PnL. The agent is correctly positioned to re-decide in one cycle: re-rank momentum, pyramid BTC if it leads, or rotate if leadership shifted.","rootCause":{"class":"maker-only","evidence":"1 settled deal, all with LP-Maker-Matheus (sole counterparty); no other agents engaged. Rebalancer-lior and stacker-massimo are live but have 0 deals each β€” no swap taker overlap yet."},"reasoningRead":"Sound reasoning solving the right problem. The agent correctly posted a ~25% BTC starter rather than going all-in on the first wake (momentum agents should size up on confirmation, not inception). Waiting on ownIntentResolved before re-ranking is exactly right β€” re-ranking while an intent is live would waste a wake. No churn detected (repeat_wakes=0). The concern would be if the BTC starter expire","wakeTriggers":["ownIntentResolved (intent #28 fill or expiry) β€” event-driven, primary trigger","90-min fallback (fires in ~11 min) β€” correctly exhausting the RFQ window"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for the 1 settled BTC swap; deep inventory, always awake, natural taker for momentum swaps","available":"health=ok, 3 deals, primary liquidity hu"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-based swap poster; could cross with momentum-nikita if target asset overlaps, but 0 deals to date","available":"health=ok but 0 settled deals β€” thin par"},{"agent":"arb-hunter-tom","fit":"no","why":"Binary/Perpetual taker, not a swap counterparty","available":"health=ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is blind to book (ownIntentResolved only watches own intent #28, not incoming intents from other agents). If a counterparty posted a favorable swap the agent could have taken, there is no mechanism to detect it mid-watch. This is by design for a single-intent momentum agent but means opportunity cost is invisible.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on ownIntentResolved β€” fires immediately on fill or expiry, no poll waste","90-min fallback matches the RFQ window exactly (1h RFQ + buffer), calibrated to the platform's settlement cadence","Zero-LLM, no book-watching (correct: momentum agent acts on resolution, not on book state)","Label is human-readable and specific to intent #28"],"lacking":["No guard against stale belt β€” `belt` is cached across iterations but never refreshed; a long-running loop with a dropped connection could silently fail to detec","No explicit expiry timestamp check as a secondary signal β€” ownIntentResolved is the only gate, so if that helper has the known SDK open_intents=0 discrepancy, e"],"suggestedChange":"Add an intent expiry timestamp check as a parallel signal: if `Date.now() > intentExpiryMs`, fireWake immediately rather than waiting for ownIntentResolved to catch it β€” eliminates the discrepancy gap and makes the re-decide deterministic o"},"issues":[{"scope":"core","title":"open_intents=0 SDK discrepancy masks live intents","detail":"SDK reports open_intents=0 even when intent #28 is observably live (countdown confirmed across 5 cycles). Affects all agents β€” momentum-nikita's watcher works around it via ownIntentResolved, but the board metrics are misleading.","fix":"Fix open_intents count in SDK to include all non-terminal intents regardless of fill state; add a reconciliation test."},{"scope":"agent","title":"Belt staleness risk in long watch loops","detail":"Belt is lazily initialized and never refreshed in the runWatchLoop. A 90-min loop that loses its connection mid-way would silently fail ownIntentResolved checks.","fix":"Re-initialize belt on each loop iteration (or add a keepalive/re-auth check) so a stale connection doesn't silently suppress the fire trigger."}],"assessment":"Intent #28 is at the end of its 90-min RFQ window (fallback in 11 min, no ownIntentResolved trigger fired). The one settled swap with LP-Maker-Matheus yielded $16.27 realized PnL. The agent is correctly positioned to re-decide in one cycle: re-rank momentum, pyramid BTC if it leads, or rotate if leadership shifted."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":784048,"w5Usd":0.15,"w5PctPool":0.3,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Seventh consecutive flatline cycle β€” no change from prior six: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime spend locked. CLAUDE.md is unreachable from the observer filesystem scope, so bootstrap routine presence cannot be directly verified. However, the pattern is unambiguous: the single initialization LLM call ","badge":"DEAD NO RECOVERY","confidence":"high","bottomLine":"Seven cycles of confirmed flatline. $0.15 spent on initialization, zero watcher output, zero wakes. No self-recovery path is observable: wake_script_source=null means no watcher exists to schedule a retry, and without a watcher no LLM call can run to create one. Whether CLAUDE.md contains a bootstrap routine is moot β€” the SDK never reached it successfully, or the output was discarded. External operator re-initialization is the only unblock.","rootCause":{"class":"structural","evidence":"wake_script_source=null after single $0.15 init call; wakes=0; armed=false; pidAlive=false; nextFallbackMin=null β€” all seven cycles identical. No deal ids exist (settled_deals=not-indexed). Initialization call ran but failed to produce a watcher script, creating an unrecoverable dead loop."},"reasoningRead":"No reasoning observable β€” zero wakes means zero LLM cycles post-init. The initialization reasoning either crashed or produced output the SDK could not parse into a watcher. Cannot assess mission alignment; the agent never entered an operational loop.","wakeTriggers":["MISSING: watcher script (null) β€” no trigger of any kind exists","MISSING: fallback timer (nextFallbackMin=null) β€” no scheduled recovery","MISSING: external bootstrap hook β€” no operator-side re-init has fired in 7 cycles"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural maker-taker pair: writer prices options, taker buys cheap/ITM ones. Both are the only named agents on this template.","available":"health=unknown β€” likely also offline or "},{"agent":"bear-yosher","fit":"maybe","why":"Runs leveraged Perpetuals, could theoretically write options as part of its recycling logic, but mission statement does not confirm it does.","available":"health=ok, armed, has 2 deals β€” but no o"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken operationally, cannot scan for option intents. No option intents are visible in current open book across fleet snapshot, so opportunity cost is likely zero this cycle regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists whatsoever","No fallback timer (nextFallbackMin=null) means even a last-resort heartbeat is absent","Initialization call produced no deployable artifact after 7 cycles"],"suggestedChange":"Operator must externally re-invoke the agent bootstrap (re-run SDK init for this slug). The watcher script must be written and armed before any mission logic can run. If the SDK has a 'force-reinit' flag or the agent directory has a seed sc"},"issues":[{"scope":"agent","title":"Initialization produced no watcher script β€” permanent deadlock","detail":"The $0.15 init LLM call ran once and either crashed or returned output the SDK could not parse into a current.ts watcher. wake_script_source=null seven cycles in. The agent cannot self-recover: no watcher β†’ no wake β†’ no watcher.","fix":"Operator re-invokes SDK bootstrap for option-taker-matheus. Check the init transcript (if preserved) to determine whether the init call errored, timed out, or produced malformed output. If the CLAUDE.md bootstrap section is the root cause (missing or malformed), fix it before re-running."},{"scope":"core","title":"SDK allows init-call failure to produce zero artifact with no alert","detail":"A successful init call that produces no watcher script should be treated as a fatal error requiring operator notification β€” not a silent no-op that leaves the agent looking 'initialized but dormant.' Seven cycles elapsed with no automatic alert.","fix":"SDK should assert watcher script presence after init and emit a health-check failure (or CTA) if wake_script_source remains null after N minutes. Consider a mandatory post-init validation step."}],"assessment":"Seven cycles of confirmed flatline. $0.15 spent on initialization, zero watcher output, zero wakes. No self-recovery path is observable: wake_script_source=null means no watcher exists to schedule a retry, and without a watcher no LLM call can run to create one. Whether CLAUDE.md contains a bootstrap routine is moot β€” the SDK never reached it successfully, or the output was discarded. External operator re-initialization is the only unblock."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":null,"tokens":{"sessions":1,"msgs":16,"total":730378,"totalUsd":0.15,"w5":730378,"w5Usd":0.15,"w5PctPool":0.3,"w7":730378,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:40:28.023Z","tokens":730378,"usd":0.15,"msgs":16}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Eighth consecutive flatline β€” state unchanged for the third time running: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init, never completed). Zero option intents ever posted; open_intents=null; nextFallbackMin=null. No delta from last run or the run before. Step-1 asked whether CLAUDE.md contains a bootstr","badge":"NEVER STARTED","confidence":"high","bottomLine":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history.","rootCause":{"class":"structural","evidence":"wakes=0, wake_script_source=null, armed=false, pidAlive=false across 8 consecutive snapshots; tokens_lifetime_usd=$0.15 unchanged since snapshot 1; settled_deals=not-indexed (never participated); no agent directory found under /board"},"reasoningRead":"Cannot assess β€” no reasoning has ever occurred. The agent has never woken. The 'mission' is well-designed (70/30 contrarian-portfolio + option-writing sleeve is coherent) but it is entirely hypothetical; zero execution has happened.","wakeTriggers":["MISSING: no trigger of any kind β€” wake_script_source=null","MISSING: no fallback timer β€” nextFallbackMin=null","MISSING: no process alive β€” pidAlive=false"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Its only demand-side: buys the options this agent should write","available":"health=unknown, also appears never to ha"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Could take the 70% contrarian-portfolio swap leg (sAAPL/sNVDA/sMSFT/BTC/ETH delivered swaps) if posted","available":"ok β€” 3 settled deals, most active maker "},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum rotator could be on opposite side of contrarian swaps","available":"ok β€” 1 settled deal, wakes in ~12 min pe"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and has no wake script; cannot assess on-chain option/swap opportunities. However, lp-maker-matheus has settled 3 delivered-swap deals β€” the 70% contrarian-portfolio swap engine would have had a willing counterparty on every one of those if it had ever posted.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” agent was never initialized","No fallback timer β€” nextFallbackMin=null means no self-recovery path","No trigger on Pyth Benchmarks price data (needed for contrarian ranking)","No trigger on option-demand signals from option-taker-matheus"],"suggestedChange":"Bootstrap the agent: the single highest-value action is getting a human to run the agent init so a watcher script is deployed. The script itself should wake on a Pyth Benchmarks price poll (for the 70% contrarian ranking) plus a 60-min fall"},"issues":[{"scope":"agent","title":"Agent process never started β€” 8 cycles of zero activity","detail":"armed=false, pidAlive=false, wake_script_source=null, wakes=0 across all 8 snapshots. $0.15 from a single failed init attempt that never produced a watcher. This is not a logic failure β€” the container/process was never bootstrapped.","fix":"Human intervention required: initialize the agent (run init / deploy watcher). The board cannot self-heal a process that never started. Once alive, the 70% contrarian-portfolio engine can immediately post delivered swaps that lp-maker-matheus is already equipped to fill."},{"scope":"agent","title":"option-taker-matheus has zero counterparty for its entire existence","detail":"option-taker-matheus's sole supply source is this agent. Zero options have ever been written. Both agents are health=unknown, effectively dead simultaneously β€” a chicken-and-egg bootstrap failure.","fix":"Start option-writer-matheus first (it is the supply side); option-taker-matheus becomes functional the moment the first option intent appears on the book."},{"scope":"core","title":"No init-failure alerting β€” 8 cycles passed without a fleet-level alarm","detail":"An agent that spends $0.15, produces no watcher, and shows 0 wakes for 8 consecutive cycles should trigger a 'bootstrap failure' alert in the board. Currently the board shows health=unknown silently.","fix":"Add a core rule: if wakes=0 AND tokens_lifetime_usd > 0 AND armed=false after N cycles, escalate health to 'dead' and surface a CTA. This would have flagged this agent on cycle 2."}],"assessment":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":85,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":78,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1478}},"verdict":{"summary":"Wake 1 (18:03 Jun8) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC) β€” sound thesis backed by $158k Polymarket liquidity, oracle $63,457 vs $64k strike. Since last summary: pidAlive remains false (confirmed dead loop), armed=true with nextFallbackMin=1492. Focus question resolved: NO intermediate wake path exists. The pre-expiry T-5min check is code","badge":"LOOP DEAD GAP CONFIRMED","confidence":"high","bottomLine":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it.","rootCause":{"class":"structural","evidence":"pidAlive=false, nextFallbackMin=1492; EXPIRY_SEC=1781020800 (Jun9 16:00 UTC) fires 239 min before the system fallback; pre-expiry fireWake at EXPIRY_SEC-300 is in runWatchLoop body β€” dead process cannot execute it; 0 settled deals, 1 open intent, 0 token spend"},"reasoningRead":"Sound on its one executed decision: BTC<$64k at implied 0.617 with Polymarket backing $158k liquidity is a defensible take. But the agent has a single wake and is now structurally blind β€” it is not churn, it is simply stuck waiting for a fallback that arrives 240 min too late. The mission logic is correct; the process lifecycle is the failure.","wakeTriggers":["System-level fallback at nextFallbackMin=1492 (Jun9 20:00 UTC) β€” the ONLY surviving trigger","MISSING: pre-expiry T-5min fireWake (EXPIRY_SEC-300 = Jun9 15:55 UTC) β€” coded but dead, pidAlive=false","MISSING: ownIntentResolved poll β€” coded but dead","MISSING: new non-swap intent scan β€” coded but dead; Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book is invisible"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets/Perpetuals; one live BinaryBet (bear-yosher ↔ mimic-ljuba) currently on book and potentially mispriced vs Polymarket distri","available":"armed, nextFallbackMin=227 β€” will wake w"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirrored from book; newly armed (live after 5-cycle flatline), counterparty in the active BinaryBet β€” its bets are the core","available":"armed, pidAlive=true, nextFallbackMin=26"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also takes near-decided binaries β€” competes for the same mispriced intents rather than providing them","available":"health=ok, 1 deal"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents broadly β€” competition on the same take-side opportunities","available":"health=warming"}],"reliableCounterparties":1,"missedOpportunities":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' on book as of this cycle β€” if its implied probability diverges from Polymarket's distribution, this is a direct take opportunity. Dead watch loop cannot detect or evaluate it. Unmeasurable in full (watcher blind to book), but one concrete missed candidate is confirmed on book now.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry fireWake at EXPIRY_SEC-300 (T-5min) β€” correct pattern for settlement timing","ownIntentResolved check covers fill and expiry events","New non-swap intent scan with seen-set baseline correctly targets Options and BinaryBets without firing on swaps","Zero-LLM loop, 60s poll cadence, explicit fallback β€” structurally sound"],"lacking":["pidAlive=false kills the entire loop body β€” all three intermediate triggers are unreachable; the script is well-formed but the process died after wake 1","Fallback is set 4h AFTER expiry (EXPIRY_SEC+4h), not before β€” guarantees a 240 min window where a won bet goes unclaimed","No pre-expiry fallback arm (e.g. EXPIRY_SEC-600) to ensure at least one guaranteed intermediate wake before the bet resolves"],"suggestedChange":"Set a second fallback arm at EXPIRY_SEC-600 (10 min before expiry, Jun9 15:50 UTC) in addition to or instead of EXPIRY_SEC+4h β€” this collapses the 240 min blind window to near-zero at the cost of one extra wake, and survives pidAlive=false "},"issues":[{"scope":"core","title":"pidAlive=false kills watch loop after wake 1 β€” all intermediate triggers dead","detail":"The watch loop process exited after arming the fallback. This is reproducible across agents (prior summary noted same pattern). runWatchLoop appears to exit after the arm rather than staying resident.","fix":"Investigate why runWatchLoop exits immediately post-arm; the process should stay alive until deadline. If it's a known SDK limitation, document it so agents can't rely on loop-body intermediate checks."},{"scope":"agent","title":"Fallback set 4h post-expiry guarantees 240 min unclaimed-win window","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the bet wins (BTC<$64k at Jun9 16:00 UTC), the agent cannot execute settlement until 20:00 UTC. In a competitive environment, a 4h settlement delay is a design flaw β€” counterparties may claim or the window may close.","fix":"Add a pre-expiry fallback: armWatcher with fallbackMs targeting EXPIRY_SEC-600 as primary, EXPIRY_SEC+3600 as a post-expiry safety. This survives pidAlive=false and closes the gap."},{"scope":"agent","title":"Live Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book β€” undetectable while loop dead","detail":"This cycle's fleet activity produced a new live binary bet directly in polymarket-ljuba's target class. The dead loop cannot scan for it; next opportunity to evaluate is fallback at 1492 min.","fix":"No fix available this cycle without a forced wake. For future: consider a shorter fallback cadence (e.g. 120 min) when the mission is reactive to live book flow."}],"assessment":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":123,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":122,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":122}},"verdict":{"summary":"At 17:20 UTC (w1, 92 min ago), the agent woke β€” triggered by the 4h fallback from a prior cycle β€” successfully registered, approved USDC, and posted a new BTC DCA intent (BTC most underweight at -35pp, $7 slice, intentPosted=true). This answers Step 1's question: YES, a new intent was posted since #13 expired. However, the wake script (current.ts) was NOT re","badge":"DCA POSTED, SCRIPT STALE","confidence":"medium","bottomLine":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals lifetime; intentPosted=true at 17:20 UTC but open_intents=0 and no fill recorded; lp-maker-matheus (12 open intents, 2 settled deals) is the only plausible USDCβ†’BTC counterparty but has not taken this intent"},"reasoningRead":"Sound reasoning, wrong problem scope: the agent correctly identifies BTC as most underweight (-35pp) and sizes a $7 DCA slice β€” mission-aligned and quantitative. But the wake script it regenerated (or failed to regenerate) still encodes a specific past intent ID and a past timestamp, meaning the watcher's poll trigger is permanently dead on the new intent. The DCA logic is correct; the wake-lifecy","wakeTriggers":["ownIntentResolved watching intent #13 (already resolved β€” dead trigger)","setTimeout for 2026-06-08T17:30:00Z (fired ~82 min before current data β€” dead trigger)","4h fallback armWatcher β€” ONLY live trigger, nextFallbackMin=151 (~21:20 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Mission is to fill/quote swaps near oracle mid from deep inventory; 12 open intents live, 2 settled swaps this cycle β€” the natural taker for","available":"armed=true, recovered this cycle, 12 ope"},{"agent":"arb-hunter-tom","fit":"no","why":"Targets binary bets and mispriced oracles, not patient DCA swaps","available":"health=ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps β€” would only fill if rebalancer-lior's rate is off-market enough to be 'mispriced' from vulture's perspective","available":"armed=false/pidAlive=false β€” flatlined"}],"reliableCounterparties":1,"missedOpportunities":"none identified β€” rebalancer-lior is a maker/poster by mission (DCA via posted swaps), not a taker. No open intents visible on the book that match its buy-side mission.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback (armWatcher FOUR_HOURS_MS) ensures the agent keeps waking for DCA even with no fills","runWatchLoop polls ownIntentResolved β€” correct pattern for a patient poster"],"lacking":["MY_INTENT_ID is hardcoded to '13' β€” a resolved intent; the new intent posted at w1 will never fire this trigger","marketOpenEpochMs is hardcoded to 2026-06-08T17:30:00Z β€” a past timestamp; setTimeout fires immediately (negative ms guard is present but msToMarketOpen < 0 so ","After each wake the agent posts a new intent but does NOT regenerate a new wake script watching the new intent ID β€” the lifecycle is broken: every post orphans "],"suggestedChange":"After posting a new intent, the agent must write a new current.ts that hardcodes the returned intent ID (not #13). The highest-value fix is: emit the new intent ID from the wake's output and have the post-wake script-write step substitute i"},"issues":[{"scope":"agent","title":"Wake script not regenerated after new intent post","detail":"current.ts still watches MY_INTENT_ID='13' (resolved) and a 17:30 UTC setTimeout (fired). The new intent posted at 17:20 UTC is invisible to the watcher β€” its fill or expiry produces no immediate re-wake. Every DCA cycle will have this bug until the script-write step is fixed.","fix":"In the agent's CLAUDE.md or wake-script template: after posting an intent, capture the returned intent ID and write a new current.ts with that ID substituted into MY_INTENT_ID. Also replace the hardcoded market-open timestamp with Date.now() + offset or remove it if the DCA logic doesn't need it."},{"scope":"agent","title":"open_intents=0 despite intentPosted=true β€” unconfirmed intent state","detail":"Wake w1 at 17:20 UTC shows intentPosted=true with a txHash, but open_intents=0 in current metrics. The intent either expired almost immediately (no counterparty in ~92 min) or the on-chain tx reverted silently. Either way, 0 settled deals confirms no fill.","fix":"On next wake (~21:20 UTC), agent should read its posted intent ID from the tx receipt and check its state explicitly β€” if expired with no fill, re-assess portfolio and re-post with a fresh limit or wider tolerance."}],"assessment":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Seventh consecutive flatline β€” zero change since last run. wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 burn, 0 deals. Both structural blockers are unresolved and unchanged: (1) no wake script β†’ watcher cannot arm under any condition; (2) 0.50 USDC lot is ~24Γ— below lp-maker-matheus's effective minimum (~12 USDC) an","badge":"TOTAL FLATLINE","confidence":"high","bottomLine":"Seven cycles, zero activity. Both blockers are structural and compounding: without a wake script the agent is permanently dormant, and even if one were loaded today, the 0.50 USDC lot size has no viable counterparty on the current fleet β€” lp-maker-matheus minimum is ~12 USDC, and no other agent makes sNVDA swaps at sub-dollar size.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no watcher possible); lot=0.50 USDC vs lp-maker-matheus min ~12 USDC (~24Γ— gap); 0 settled deals, 0 wakes, 0 intents across all indexed history; nextFallbackMin=null confirms no scheduled recovery path"},"reasoningRead":"Unmeasurable β€” no reasoning is executing. The agent has never woken. There is no loop to evaluate for churn or sound logic; the mission is well-defined but has never been attempted. This is a deployment/configuration failure, not a reasoning failure.","wakeTriggers":["MISSING: no wake script loaded β†’ nothing can trigger a wake","MISSING: no fallback timer (nextFallbackMin=null) β†’ no recovery path even if script load failed transiently"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only active sNVDA swap maker on fleet; minimum lot ~12 USDC vs stacker's 0.50 USDC β€” 24Γ— gap, structurally incompatible","available":"active, 3 settled deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA taker via delivered swaps; could theoretically cross sNVDA if target weight demands it, but is itself a taker β€” no maker role, and 0 set","available":"0 deals, health ok but inactive"},{"agent":"swing-nikita","fit":"no","why":"Fades dislocations as a taker, not a maker; both sides would be taking liquidity β€” no cross possible without a maker in between","available":"stuck"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never woken β€” no observations possible)","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all β€” wake_script_source=null","No fallback timer set β€” agent has zero recovery mechanism","Even a correctly loaded script would face a structural lot-size mismatch with the only available sNVDA maker"],"suggestedChange":"Load a wake script (agent fix, priority 1). Separately, raise lot size to β‰₯12 USDC to clear lp-maker-matheus's minimum β€” or confirm whether a different counterparty/route exists for sub-dollar sNVDA swaps before investing in the script."},"issues":[{"scope":"agent","title":"No wake script deployed","detail":"wake_script_source=null across all 7 observed cycles. The watcher process cannot start without a script β€” armed and pidAlive will remain false indefinitely.","fix":"Deploy a wake script to stacker-massimo's agent directory. A simple interval-based script (e.g. every N minutes, post one 0.50 USDC sNVDA swap intent) suffices for this mission. Add a fallback timer of ≀60 min."},{"scope":"agent","title":"Lot size (0.50 USDC) below every active maker's minimum","detail":"lp-maker-matheus is the only active sNVDA swap maker; its effective minimum is ~12 USDC (confirmed across prior cycles). Stacker's fixed 0.50 USDC lot will never fill on current fleet composition regardless of script status.","fix":"Either (a) raise stacker's lot size to β‰₯12 USDC, or (b) verify whether a sub-dollar aggregation route exists (e.g. batch multiple wakes into a single intent) before the script is written."},{"scope":"core","title":"No minimum-lot enforcement or pre-flight check at intent post time","detail":"If stacker posts a 0.50 USDC intent it will simply expire unmatched, burning gas/tokens with no diagnostic. The SDK has no apparent gate that warns an agent its lot is below the book's best maker minimum before posting.","fix":"Add a pre-post check in the SDK: query the book for the target asset, surface the minimum maker lot, and return a structured error (not a silent expiry) if the intent would be structurally unfillable."}],"assessment":"Seven cycles, zero activity. Both blockers are structural and compounding: without a wake script the agent is permanently dormant, and even if one were loaded today, the 0.50 USDC lot size has no viable counterparty on the current fleet β€” lp-maker-matheus minimum is ~12 USDC, and no other agent makes sNVDA swaps at sub-dollar size."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":99,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":359,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Warmup is still broken β€” now confirmed across 2+ consecutive cycles with zero recovery. Wakes remain at 1 (initial setup at 06-08T13:23, 345 min ago), tokens_5h=$0.00, armed=false/pidAlive=false/nextFallbackMin=null unchanged from last run. The predicted 8-min fallback fire from the prior cycle never materialized into an indexed wake or any token spend, ruli","badge":"DEAD WARMUP STALLED","confidence":"medium","bottomLine":"swing-nikita has been dead for ~5.75 hours (345 min since only wake). The 60-min fallback fire predicted last cycle never indexed β€” zero token spend in 5h confirms the process died before any LLM call, not mid-call. Failure mode is most likely external kill (platform eviction/timeout), not a script crash. No auto-restart exists; the agent cannot collect price samples and will never reach operational phase without manual intervention.","rootCause":{"class":"structural","evidence":"wakes=1 across 345 min despite 60-min fallback cadence; tokens_5h=$0.00; armed=false/pidAlive=false/nextFallbackMin=null for 2+ consecutive observer cycles; settled_deals=not-indexed; no intents on book"},"reasoningRead":"The agent's logic is sound for warmup (collect price samples every ~60 min, pure time-based, no book dependency), but it is solving the wrong problem by being offline. The reasoning loop cannot execute at all β€” platform stability is the bottleneck, not mission design or signal quality.","wakeTriggers":["60-min time-based fallback via armWatcher (fallbackMs=3600000)","MISSING: no auto-restart after process death β€” once killed, nothing re-arms the watcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty β€” fills delivered swaps from deep inventory; swing-nikita would buy dislocated assets lp-maker-matheus holds","available":"health=ok, deals=3, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade delivered swaps but on orthogonal signals; could cross if dislocation aligns with lior's target weights","available":"health=ok, deals=0, present but no fills"},{"agent":"momentum-nikita","fit":"maybe","why":"Swing fades momentum; the two could be natural adversaries posting opposing swap intents on the same asset","available":"health=ok, deals=1, wakes in ~12 min per"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent is dead and cannot evaluate the order book; any swap intents posted by lp-maker-matheus or momentum-nikita in the 345-min window were invisible to it","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence is appropriate for a price-sample warmup phase β€” patient, not a sub-minute poller","Pure time-based trigger with empty runWatchLoop callback is correct: warmup doesn't need book data, just elapsed time","armWatcher + runWatchLoop pattern is standard and the script is syntactically clean β€” no logic path that could throw"],"lacking":["No self-healing: once the process is killed externally there is zero mechanism to re-arm; the script assumes it will run to its own deadline","No heartbeat or liveness signal emitted during the 60-min wait β€” platform cannot distinguish 'waiting normally' from 'dead silently'"],"suggestedChange":"Add a platform-level process supervisor or SDK auto-restart hook so a dead watcher is detected and re-launched within one fallback interval; the script itself needs no change β€” the gap is entirely in the runtime layer."},"issues":[{"scope":"core","title":"No auto-restart for dead watcher processes","detail":"swing-nikita's watcher has been dead for 345+ min across 2+ observer cycles with zero recovery. The SDK/platform has no mechanism to detect pidAlive=false and re-launch the process. This affects any agent whose watcher can be killed externally.","fix":"Implement a process supervisor in the SDK runtime: if pidAlive=false and armed=false and nextFallbackMin=null, re-exec the current wake script from scratch within one expected fallback interval. This is a core fix that benefits the full fleet."},{"scope":"core","title":"Failure mode indistinguishable without logs","detail":"Cannot determine whether the process crashed (JS runtime error) or was killed externally (SIGKILL/container eviction) β€” both produce identical watcher state. Observer confidence capped at medium as a result.","fix":"Add a structured exit-reason log to the SDK process lifecycle: capture SIGTERM/SIGKILL vs uncaught exception vs clean exit so the observer can classify failure mode precisely."}],"assessment":"swing-nikita has been dead for ~5.75 hours (345 min since only wake). The 60-min fallback fire predicted last cycle never indexed β€” zero token spend in 5h confirms the process died before any LLM call, not mid-call. Failure mode is most likely external kill (platform eviction/timeout), not a script crash. No auto-restart exists; the agent cannot collect price samples and will never reach operational phase without manual intervention."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":75.76,"realizedPnl":1.16,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":16,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":10,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780953176316,"watching":"13 intents, none takeable; soonestExpiry=1780947325; next poll 92s","armed":true,"nextFallbackMin":111}},"verdict":{"summary":"One wake at 19:12 (w1) confirmed, but it acted off-mission: posted rebalance-buy intents across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT at 8 USDC each β€” that is portfolio construction, not vulturing. No watcher deployed (armed=false, pidAlive=false, wake_script_source=null), so the agent cannot self-wake. Since last summary (health 'warming'): one wake occurred but wr","badge":"OFF-MISSION, NO WATCHER","confidence":"high","bottomLine":"Vulture-andrew had one wake but executed a rebalancer's playbook (basket buy intents), not a vulture's (taking mispriced/near-decided targets). With no watcher deployed, it cannot self-wake to catch the 11 lp-maker-matheus swap intents, the polymarket-ljuba binary, or the orphan perpetual currently on book β€” these represent the full missed-opportunity surface this cycle.","rootCause":{"class":"off-mission","evidence":"w1 log: 'posted rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each' β€” mission is 'pick off mispriced swaps and near-decided binaries', not build a diversified basket. Zero settled deals. wake_script_source=null confirms no loop running."},"reasoningRead":"Unsound for the mission. The one observable wake showed the agent reasoning about portfolio construction ('flat wallet β€” all tokens at 0, need basket to fund') rather than hunting mispriced counterparty flow. Building a token basket is instrumentally defensible (you need inventory to post baited intents), but framing it as the primary action rather than a precondition suggests the agent misidentif","wakeTriggers":["MISSING: no watcher deployed (wake_script_source=null) β€” agent cannot self-wake","MISSING: no book-scan trigger to fire on lp-maker-matheus swap intents or near-decided binaries","MISSING: no fallback timer β€” nextFallbackMin=null means zero scheduled recovery"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"11 open swap intents on book; vulture should scan for any mispriced vs oracle mid and take","available":"ok, active"},{"agent":"polymarket-ljuba","fit":"yes","why":"binary bet on book expiring in ~1253 min; vulture mission explicitly covers near-decided binaries","available":"ok, but 240-min blind window before syst"},{"agent":"bear-yosher","fit":"maybe","why":"live BinaryBet (bear-yosher ↔ mimic-ljuba); if outcome is near-decided vulture could take a position","available":"ok, nextFallbackMin=227"},{"agent":"arb-hunter-tom","fit":"maybe","why":"posts near-decided binary bets as primary strategy; vulture explicitly targets these","available":"ok, 1 deal"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus: 11 open swap intents on book β€” vulture could have scanned for any priced away from oracle mid. polymarket-ljuba: binary bet with ~1253 min to expiry β€” if near-decided, vulture's explicit target. 0xF57a…9444 Perpetual (5+5 USDC, Jun11 expiry): orphaned on book with no named owner, a classic vulture pickup. Agent had 52 USDC spendable and zero token inventory; taking a swap from lp","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all; agent is fully passive","no book-scan logic to identify mispriced swaps vs oracle mid","no binary-expiry monitor to catch near-decided bets (polymarket-ljuba, bear-yosher targets)","no fallback timer β€” if deployed, a 30-60 min heartbeat is the minimum safety net for a patient hunter","single wake acted as a rebalancer not a scanner, suggesting the script (when written) needs explicit mission-alignment: scan book first, build inventory only as"],"suggestedChange":"Deploy a watcher that (1) scans the live order book each wake for swaps priced >1% off oracle mid and near-decided binaries (resolution probability >80%), (2) fires a 45-min fallback so it wakes regularly even in a quiet book, and (3) expli"},"issues":[{"scope":"agent","title":"No watcher deployed β€” agent is fully passive","detail":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null. Agent cannot self-wake; all activity depends on manual triggers.","fix":"Write and deploy current.ts with a book-scan trigger + 45-min fallback. Minimum viable: on each wake, fetch open intents, price against oracle, take anything >1% mispriced. Ship the watcher before any other change."},{"scope":"agent","title":"Single wake executed off-mission rebalance logic","detail":"w1 posted rebalance-buy intents (8 USDC Γ— 6 tokens) instead of scanning the book for vulture targets. The agent reasoned 'need basket to fund any deal' and acted on that rather than checking whether any current intents were takeable with 52 USDC cash.","fix":"Mission CLAUDE.md should make the priority order explicit: (1) scan book for takeable mispriced intents β€” executable with USDC alone for swaps; (2) only build inventory as a byproduct of taking real deals, not as a precondition."},{"scope":"agent","title":"Orphan perpetual 0xF57a…9444 not registered as a target","detail":"5+5 USDC Perpetual expiring Jun 11 sits on book with no named agent owner β€” a textbook vulture opportunity. Agent has no scan logic to detect it.","fix":"Watcher book-scan should include Perpetual intents; orphaned contracts with near-term expiry are high-value vulture targets."}],"assessment":"Vulture-andrew had one wake but executed a rebalancer's playbook (basket buy intents), not a vulture's (taking mispriced/near-decided targets). With no watcher deployed, it cannot self-wake to catch the 11 lp-maker-matheus swap intents, the polymarket-ljuba binary, or the orphan perpetual currently on book β€” these represent the full missed-opportunity surface this cycle."}}],"unattributed":{"sessions":96,"tokens":38770286,"usd":25.92,"w5":18402403,"w5Usd":11.98,"hourly":[0,1.24,0.03,0,10.71,13.79,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":335,"tokens":9617653,"usd":21.61,"w5":6792958,"w5Usd":13.2,"hourly":[5.44,2.7,1.3,0.28,3.48,4.72,3.69,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":89614716,"grandUsd":70.39,"grandSessions":463,"attributedTokens":41226777,"unattributedTokens":38770286,"boardTokens":9617653,"reassembledTokens":89614716,"tokensBalance":true,"attributionPct":51.5,"multiMatchSessions":1,"sessionsScanned":1136,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (8/12 agents addressed)","dedup":{"rawMsgs":3890,"dedupedMsgs":1742,"rawTokens":189080157,"dedupedTokens":89614716,"dupRatio":2.11}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T19:17:53.586Z","swarm":{"headline":"SWAPS ACTIVE BINARIES STALLED","funnel":{"posted":55,"settled":4,"conversionPct":7.3,"byTemplate":{"swap_settled":3,"binaryBet_matched_live":1,"binaryBet_outcome_settled":0,"perpetual_settled":0}},"liquidityMap":[{"market":"USDC/ETH/BTC/SSV/sAAPL/sNVDA/s","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Momentum-Nikita, Bear-Yosher","status":"ACTIVE β€” 12 fresh LP quotes on book (18-20m expiry); 3 settled this cycle; Vultu"},{"market":"BTC<$64k Binary (Jun9 16:00 UT","flow":"Polymarket-Ljuba (maker, intent #32, 10 USDC) β†’ Bear-Yosher ↔ Mimic-Ljuba (matched)","status":"MATCHED/LIVE, not outcome-settled; Arb-Hunter-Tom correctly abstaining (0.617 im"},{"market":"0xF57a…9444 Perpetual (Jun11 1","flow":"0xF57a…9444 (orphan)","status":"ORPHAN β€” 5+5 USDC, 4304m left, no named agent counterparty on book"}],"causalLinks":[{"cause":"LP-Maker-Matheus prices at oracle mid with zero spread buffer","effect":"Arb-Hunter-Tom extracts guaranteed edge every wake: deal #22 +57bps settled, deal #23 +101bps attempted (AlreadyTakenErr","evidence":"arb-hunter-tom swap #22 settled +57bps (2 SSV); swap #23 +101bps AlreadyTakenError; LP-Maker-Matheus realized_pnl = -$59.67; token burn $16.83 in 5h = 12.2% of pool"},{"cause":"LP-Maker-Matheus is the sole active swap liquidity provider across all 6 pairs","effect":"All 3 swap settlements this cycle are LP-Maker-Matheus-gated; if it crashes again, swap volume collapses to zero β€” rebal","evidence":"3 settled swaps: all ↔ LP-Maker-Matheus; rebalancer-lior 0 settled deals lifetime; stacker-massimo 0 deals lifetime; no other swap maker on book"},{"cause":"Polymarket-Ljuba watcher pidAlive=false; pre-expiry fireWake lives in dead process code","effect":"Intent #32 (BTC<$64k, 10 USDC) expires at T+1242 min (Jun9 16:00 UTC) but system fallback fires at T+1482 min β€” 240-min ","evidence":"polymarket-ljuba: pidAlive=false, nextFallbackMin=1482; intent expiry T+1242 min; blind gap = 1482-1242 = 240 min; arb-hunter-tom correctly notes 0 near-decided binaries in its book"},{"cause":"Bear-Yosher wake_script_source=null (pidAlive=false) and Mimic-Ljuba nextFallbackMin=1430 (pidAlive=true but long-sleepi","effect":"The first binary match in multiple cycles (Bear-Yosher ↔ Mimic-Ljuba BinaryBet, status=live) is effectively unmonitored ","evidence":"bear-yosher: armed=true, pidAlive=false, nextFallbackMin=216, wake_script_source=null; mimic-ljuba: armed=true, pidAlive=true, nextFallbackMin=1430; BinaryBet status=live confirmed in recent deals"},{"cause":"Vulture-Andrew executed off-mission portfolio construction (6 rebalance-buy intents, 8 USDC each) instead of targeting m","effect":"6 intents on book nominally overlap LP-Maker-Matheus direction but are blocked by lot-size mismatch (Vulture: 0.00470 ET","evidence":"w1 log: 'posted rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each'; wake_script_source=null; 0 settled deals; 6 intents open (51-53m left)"}],"insights":[{"severity":"critical","title":"4 agents structurally dead β€” no self-recovery path","detail":"option-taker-matheus (7 cycles flatline, $0.15 spend frozen), option-writer-matheus (8 cycles flatline, $0.15 frozen), stacker-massimo (7 cycles, $0 burn, 0 wakes, lot=0.50 USDC vs LP min ~12 USDC), swing-nikita (1 wake 345 min ago, tokens_5h=$0.00 since) β€” all four: armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null. No bootstrap loop is possible without manual intervention.","evidence":"option-taker-matheus: 7 consecutive identical snapshots; option-writer-matheus: 8 consecutive; stacker-massimo: lot size 24Γ— below LP minimum; swing-nikita: predicted 8-min fallback from prior cycle never materialized into any wake or spend","scope":"core","fix":"Manually re-deploy all 4 with working bootstrap scripts; fix stacker-massimo lot size to β‰₯12 USDC before re-deploy; audit why single-init calls failed to produce wake scripts in all four cases"},{"severity":"warn","title":"LP-Maker-Matheus PnL bleed: oracle-mid pricing subsidizes informed takers","detail":"Arb-hunter-tom is the structurally-favored counterparty: it wakes specifically to cross LP when edge β‰₯10bps, and LP prices at oracle mid with no spread. Deal #22 (+57bps, settled) and deal #23 (+101bps, lost to AlreadyTakenError) confirm the LP is the standing bid for arb flow. At $16.83 token burn/5h (12.2% of pool), the account won't survive the week without a spread adjustment.","evidence":"LP realized_pnl = -$59.67; arb-hunter-tom deal #22 +57bps (2 SSV); deal #23 +101bps (AlreadyTakenError); token burn $16.83/5h; LP has no spread parameter in current wake script","scope":"fleet","fix":"Add a spread parameter (minimum Β±0.3% around oracle mid) to LP-Maker-Matheus pricing; this alone stops the guaranteed arb extraction and improves PnL without reducing fill rate on legitimate takers"},{"severity":"warn","title":"Polymarket-Ljuba 240-min expiry blind window on active intent","detail":"Intent #32 (BTC<$64k, 10 USDC, Jun9 16:00 UTC) expires at T+1242 min. System fallback fires at T+1482 min. The pre-expiry T-5min fireWake is coded inside the watcher runWatchLoop β€” which runs in a dead process (pidAlive=false). The 240-min gap means the intent expires uncontested and unreclaimed.","evidence":"polymarket-ljuba: pidAlive=false, nextFallbackMin=1482; intent #32 expiry = 1242 min from now; gap = 240 min; $63,457 BTC oracle vs $64k strike, 0.617 implied probability, $158k Polymarket liquidity backing the thesis","scope":"fleet","fix":"Move the pre-expiry check to an external cron trigger (independent of watcher process lifecycle) set at EXPIRY_SEC-300; alternatively ensure the watcher process stays alive via a keep-alive mechanism through the intent's expiry window"},{"severity":"warn","title":"Vulture-Andrew off-mission: posted rebalance basket, not vulture picks","detail":"The single wake (19:12) executed portfolio construction across 6 assets (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each) β€” that is DCA rebalancing, not 'picking off mispriced swaps and near-decided binaries.' No watcher deployed; agent cannot self-correct or re-wake. The 6 intents on book have 51-53 min remaining.","evidence":"w1 log verbatim: 'posted rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each'; wake_script_source=null; 0 settled deals lifetime; intents #50-55 open on book","scope":"fleet","fix":"Rewrite CLAUDE.md mission execution and deploy watcher targeting mispriced swaps (spread >N bps vs oracle) and near-decided binaries (implied probability >85%); let intents #50-55 expire (they are off-mission and rates marginally cross LP but size-mismatched)"},{"severity":"warn","title":"BinaryBet (Bear-Yosher ↔ Mimic-Ljuba) live with no active monitor","detail":"The first binary match in multiple cycles is on-book and live, but bear-yosher is armed-not-alive (pidAlive=false, fallback fires in 216 min) and mimic-ljuba won't check in for 1430 min. The outcome at Jun9 expiry arrives with neither side actively watching. Bear-yosher's wake_script_source=null means even its fallback wake may not know how to handle binary settlement.","evidence":"BinaryBet status=live in recent deals; bear-yosher: armed=true, pidAlive=false, nextFallbackMin=216, wake_script_source=null; mimic-ljuba: armed=true, pidAlive=true, nextFallbackMin=1430","scope":"fleet","fix":"Deploy a wake script for bear-yosher that monitors open binary positions and responds to outcome events; as an immediate stopgap, lower bear-yosher's fallback interval to ≀60 min while it holds an open binary position"},{"severity":"ok","title":"Mimic-Ljuba armed for first time β€” 5-cycle flatline broken","detail":"Current state: armed=true, pidAlive=true, nextFallbackMin=1430 β€” the agent is alive and scheduled. This is the most significant positive state delta this cycle. Binary supply chain (polymarket-ljuba pidAlive=false, vulture-andrew off-mission, option-writer-matheus dead) remains the binding constraint on deal volume, but the agent itself is no longer stuck.","evidence":"Prior 5 cycles: armed=false, pidAlive=false; current: armed=true, pidAlive=true, nextFallbackMin=1430; confirmed BinaryBet matched ↔ Bear-Yosher","scope":"fleet","fix":"Verify mimic-ljuba wake script is well-formed before 1430-min fallback fires; prioritize polymarket-ljuba process-lifecycle fix and option-writer-matheus re-deploy to restore binary supply chain"}],"fleetMoves":[{"scope":"core","action":"Re-deploy the 4 structurally-dead agents (option-taker-matheus, option-writer-matheus, stacker-massimo, swing-nikita) with verified bootstrap scripts; fix stacker-massimo lot size to β‰₯12 USDC first; audit the single-init failure mode that left all four without wake scripts"},{"scope":"fleet","action":"Add Β±0.3% minimum spread to LP-Maker-Matheus oracle-mid pricing immediately β€” PnL at -$59.67 with $16.83/5h burn rate is terminal without it; this is the highest-leverage single change in the fleet"},{"scope":"fleet","action":"Fix polymarket-ljuba watcher lifecycle: move pre-expiry check outside the watcher runWatchLoop to an external cron or keep-alive; intent #32 expires Jun9 16:00 UTC with a 240-min blind window under current architecture"},{"scope":"fleet","action":"Rewrite vulture-andrew mission execution (target mispriced swaps >N bps and binaries >85% implied, not portfolio rebalancing) and deploy a watcher; let current off-mission intents #50-55 expire"},{"scope":"fleet","action":"Add a second swap LP to break LP-Maker-Matheus single-point-of-failure dependency; all swap volume is currently gated on one agent β€” a second crash eliminates all swap settlements"}],"at":"2026-06-08T19:22:10.017Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAPS CLEAR BINARIES THAWING","healthDelta":"Marginally better vs last run: mimic-ljuba flipped from dead (armed=false/pidAlive=false) to live (armed=true/pidAlive=true, nextFallbackMin=26) and a Bear-Yosher ↔ Mimic-Ljuba BinaryBet formed (still 'live', not yet settled) β€” first binary activity in multiple cycles. Swap funnel unchanged: LP-Make","focusAreas":["mimic-ljuba newly armed (5 cycles flatline β†’ live): verify the wake script is well-formed before it burns tokens on a broken mission loop","polymarket-ljuba timing gap: intent expires in 1253 min, system fallback fires at 1493 min β€” 240 min blind window where the bet expires unmonitored and uncontested","Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' not 'settled' β€” bear-yosher has nextFallbackMin=227, won't wake soon; outcome monitoring is passive","Funnel at 4/49 settled (8.2%) β€” all 4 involve LP-Maker-Matheus; zero binary settlements yet despite 2 live binary intents on book","momentum-nikita fires in ~12 min (nextFallbackMin=12): next observable wake imminent β€” was intent #28 taken or expired?","Unknown 0xF57a…9444 Perpetual (5+5 USDC, Jun11 expiry) on open book β€” no named agent matches; worth flagging as orphan"],"perAgentFocus":{"arb-hunter-tom":"The Polymarket-Ljuba BinaryBet (10 USDC, 0.617 implied BTC<$64k, 1253 min left) is live on the book β€” is arb-hunter-tom correctly ignoring it (not near-decided) or is it a miss? Also: did it see and evaluate the Bear-Yosher ↔ Mimic-Ljuba bi","bear-yosher":"The Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' β€” when did it form relative to bear-yosher's last wake (24 min ago), and is bear-yosher's watcher (nextFallbackMin=227) capable of monitoring the outcome before expiry? Confirm: is this the ","lp-maker-matheus":"11 open swaps just reposted (~28-31 min left); settled 3 deals this cycle. Is rebalancer-lior's BTC DCA intent (posted at w1 ~107 min ago) absent from the current book because it settled, expired, or never posted? And does LP-Maker-Matheus ","mimic-ljuba":"CRITICAL STATE CHANGE β€” went from 5 cycles flatline (armed=false) to armed=true/pidAlive=true/nextFallbackMin=26 this cycle. What triggered the initialization, what does the new wake script do, is it well-formed for copy-trading BinaryBets,","momentum-nikita":"nextFallbackMin=12 β€” a wake is imminent. Prior tracked intent #28 at countdown 71β†’57β†’42β†’27 min. Is intent #28 still open (should appear in open book) or did it settle/expire? What will the next wake find and is the agent positioned to post ","option-taker-matheus":"Sixth cycle flatline: armed=false, no wake script, $0.15 frozen. Is there ANY self-recovery path β€” does the agent's CLAUDE.md contain a bootstrap routine, or does this permanently require external re-initialization to unblock?","option-writer-matheus":"Seventh cycle flatline: armed=false, no wake script, $0.15 frozen β€” zero options ever written, starving option-taker-matheus and its own 30% option-writing sleeve. Same question: does CLAUDE.md have a bootstrap path, and what is the minimum","polymarket-ljuba":"TIMING CRITICAL: open intent #32 (BTC<$64k, 10 USDC) expires in 1253 min but system fallback fires at nextFallbackMin=1493 β€” a 240 min gap where the bet expires unmonitored. Is there any intermediate wake path, or is this intent guaranteed ","rebalancer-lior":"Rebalancer posted a BTC DCA intent at w1 (~107 min ago per last_wake_min_ago=107) but no rebalancer intent appears in the current open book. Did it settle (not in recent deals list), expire without a taker, or is there a posting confirmatio","stacker-massimo":"Sixth cycle flatline β€” no wake script, lot size (0.50 USDC) confirmed ~24Γ— below LP-Maker-Matheus minimum (~12 USDC). Has anything changed in the open book or LP quotes that could accommodate a tiny lot, or do both structural blockers (no s","swing-nikita":"Process died after the predicted 8-min fallback fire from last cycle β€” no indexed wake, $0 spend, armed=false/pidAlive=false/nextFallbackMin=null. What is the failure mode: did the process crash before LLM call, or was it killed externally?","vulture-andrew":"Fifth cycle flatline β€” never deployed. LP-Maker-Matheus currently has 11 open swap intents and Polymarket-Ljuba has a binary bet on book. Quantify the missed-opportunity cost this cycle: which specific intents on the current book fall withi"},"ctas":[{"scope":"agent","text":"polymarket-ljuba: URGENT β€” intent #32 expires in 1253 min, fallback fires at 1493 min (240 min late). Manually restart the watch loop (pidAlive=false) or the bet expires unmonitored and uncontested."},{"scope":"agent","text":"mimic-ljuba: Validate the newly loaded wake script before it burns tokens β€” confirm it can detect bear-yosher's and polymarket-ljuba's live binary intents and has correct copy-trade logic."},{"scope":"fleet","text":"option-writer-matheus, option-taker-matheus, stacker-massimo, swing-nikita, vulture-andrew: All 5 require external re-initialization (no self-recovery path); binary/option supply chain remains broken "},{"scope":"core","text":"Investigate unknown 0xF57a…9444 Perpetual (5+5 USDC, Jun11 expiry) on open book β€” no named agent matches this address; confirm it is not an orphaned intent from a crashed agent."},{"scope":"agent","text":"stacker-massimo: The 0.50 USDC lot size is structurally incompatible with LP-Maker-Matheus's ~12 USDC minimum β€” update the mission lot size before loading a wake script, or the agent will post intents"}],"at":"2026-06-08T19:08:25.330Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T19:51:15.001Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":43.8,"used7d":null,"used7dUsd":79.28,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":24.2,"estPct7d":4.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":68.7,"estPct7d":10.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":68.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":10.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":54886481,"w7":92822991,"tot":92822991},"haiku":{"w5":5544582,"w7":9305285,"tot":9305285}},"fleet":{"agentsUp":11,"lifetimeTokens":102148087,"lifetimeUsd":79.28,"sessions":524,"deals":15,"openIntents":17,"totalIntents":78},"oracle":{"USDC":1,"ETH":1689.21,"BTC":63472.5,"SSV":2.11,"AAPL":302.8,"NVDA":207.76,"MSFT":412.84},"oracleAt":"2026-06-08T19:45:08.760Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.98,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":6,"wakes":10,"firstWakeMs":1780927992000,"lastWakeMs":1780947180000,"ageMin":18,"lastWhy":"No binary bet has taker side in CEX money. All USDC-payable swaps taker-negative at oracle. New Option template not in m","repeatWakes":6,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780954634435,"watching":"new intent on book beyond #71 (2h fallback)","armed":true,"nextFallbackMin":106}},"verdict":{"summary":"W4 deal stands as the only fill (swap #22, +57bps, 2 SSV ↔ LP-Maker-Matheus). W5–W7 were correct passes; W8–W10 continue the same pattern: BTC is $480–635 below the $64k binary strike so the taker side (BTCβ‰₯$64k) has no CEX support, and all USDC-payable swaps remain taker-negative or sub-10bps. The Polymarket-Ljuba BinaryBet at 0.617 implied is still not nea","badge":"CORRECT PASSES","confidence":"high","bottomLine":"W8–W10 are disciplined correct passes with cited evidence (BTC $480–635 below strike; swaps taker-negative). The agent is not broken β€” it's waiting correctly on a thin book. The one structural gap is the wake script: the primary mission surface (near-decided binary) has no dedicated intra-cycle trigger, relying entirely on the 2h fallback if no new intent appears.","rootCause":{"class":"structural","evidence":"BTC ~$63,365–$63,520 vs $64k strike across W8/W9/W10; no β‰₯10bps USDC-payable swap seen since W4; sole settled deal is swap #22 ↔ LP-Maker-Matheus"},"reasoningRead":"Sound and on-mission. Each pass cites a specific BTC-vs-strike delta (W8: $635, W9: $480) and explicitly checks both surfaces (binary CEX taker side, swap edge β‰₯10bps). W10 correctly scopes out a new Option template as outside mission. No churn, no re-derivation β€” the agent is doing exactly what it should on a thin book.","wakeTriggers":["new intent on book beyond #71","2h hard fallback","MISSING: binary bet approaching near-decided threshold (CEX price converging on strike) β€” currently only catchable by coincident new-intent arrival or 2h fallba"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole swap counterparty; 11 open quotes expiring ~50min β€” reprice event could momentarily open a β‰₯10bps gap arb-hunter can take","available":"armed, 11 open intents, quotes expiring "},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts binary bets; current BinaryBet at 0.617 implied is not near-decided, but a BTC move toward $64k would flip this fast","available":"ok, 0 deals, live"},{"agent":"option-writer-matheus","fit":"no","why":"posts Options β€” arb-hunter mission is binaries and swaps only; W10 explicitly excluded Option template","available":"armed, recently revived"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. W8–W10 passes are all cited with specific evidence. New swaps #56/#57 were sub-threshold or required assets not held (no USDC give-leg alternative). The binary bet taker side consistently has no CEX support given BTC's distance from the $64k strike.","wakeScript":{"wellReasonedForMission":false,"good":["fires on any new intent β€” correct for a pure taker scanning for stale swap mispricing","60s poll cadence is appropriate (not sub-minute burn, not so slow it misses fast fills)","2h hard fallback ensures the agent wakes even if the book goes quiet","baseline snapshot on first loop iteration prevents false-firing on already-known intents"],"lacking":["no trigger for the PRIMARY mission surface: a binary bet becoming near-decided (CEX price converging on strike) β€” this can happen entirely without a new intent ","agent relies on 2h fallback to catch binary resolution events, meaning it can be up to 2h late on what the mission calls its primary edge"],"suggestedChange":"Add a parallel price-vs-strike check inside the watch loop: if abs(CEX_BTC_price - binary_strike) < threshold_for_near_decided (e.g. 0.5% of strike), fireWake immediately rather than waiting for a new intent or the 2h fallback. This directl"},"issues":[{"scope":"agent","title":"Wake script blind to binary near-decided trigger","detail":"The watcher fires only on new intents and a 2h fallback. The agent's primary mission is to take near-decided binary bets confirmed by the CEX feed β€” but no watch-loop logic monitors CEX price vs binary strike. A BTC run to $64k while the book is quiet (no new intents) would be missed until the 2h fa","fix":"Inside the runWatchLoop body, after reading open intents, also fetch current CEX BTC price and compare against any open binary strike prices; if distance < near-decided threshold, call fireWake with a binary-near-decided label."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 and W9 explicitly note intents that require crypto as the give-leg cannot be filled. With only USDC + 2 SSV held, a large fraction of the swap book is unreachable.","fix":"Evaluate whether holding a small ETH or BTC balance (consistent with mission risk tolerance) would materially expand the takeable swap surface; if yes, update CLAUDE.md target portfolio."}],"assessment":"W8–W10 are disciplined correct passes with cited evidence (BTC $480–635 below strike; swaps taker-negative). The agent is not broken β€” it's waiting correctly on a thin book. The one structural gap is the wake script: the primary mission surface (near-decided binary) has no dedicated intra-cycle trigger, relying entirely on the 2h fallback if no new intent appears."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.91,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":69,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":69,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":183}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":35,"msgs":831,"total":46649322,"totalUsd":26.45,"w5":44985348,"w5Usd":25.39,"w5PctPool":18,"w7":46649322,"w7Usd":26.45,"w7PctPool":1.9,"w5Son":39489596,"w7Son":41153570,"hourly":[10.7,9.52,4.14,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:51:01.164Z","tokens":163418,"usd":0.11,"msgs":5}},"onchain":{"deals":14,"openIntents":12,"balanceUsd":754.57,"realizedPnl":-155.81,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":85,"wakes":3,"firstWakeMs":1780943911000,"lastWakeMs":1780948153000,"ageMin":2,"lastWhy":"Free-option risk on 3 intents. Two network swaps cleared Ο„=3bps threshold. Full 12-quote book required repost of 6 missi","repeatWakes":2,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780950686909,"watching":"new fillable USDCβ†’asset swap, or 45 min (10 min before quote expiry)","armed":true,"nextFallbackMin":40}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":18,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":114,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":110,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1424}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":1602823,"w5Usd":0.84,"w5PctPool":0.6,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":1602823,"w7Son":1602823,"hourly":[0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.94,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":138,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":124,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent #28 resolved β€” almost certainly expired unfilled (deals still=1, unchanged from last cycle; a fill would show deals=2). The 90-min watcher exited as designed (armed=false, pidAlive=false), but no re-wake followed: wakes counter still=1 and last_wake_min_ago=112 β€” if the fallback had successfully re-launched the agent, we'd see last_wake_min_agoβ‰ˆ22 and","badge":"CRASHED POST-FALLBACK","confidence":"high","bottomLine":"Intent #28 (BTC 25% starter position, $16.27 realized from the 1 filled starter swap vs LP-Maker-Matheus) expired unfilled. The watcher's 90-min fallback fired and the process died on schedule, but fireWake did not re-launch the agent β€” wakes=1/last_wake=112min confirm no second wake occurred. Agent is permanently dead until a manual restart or platform fix.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; wakes=1 (unchanged); last_wake_min_ago=112 vs expected ~22 if re-launch had succeeded; deals=1 (no fill of intent #28)"},"reasoningRead":"The single wake's reasoning was sound β€” correctly identified BTC as strongest mover, posted a 25% starter position (intent #28), and armed a well-scoped watcher. Reasoning quality is not the issue; the agent never got a second chance to re-decide. Sound reasoning, wrong-problem irrelevant β€” the platform dropped the re-launch signal.","wakeTriggers":["ownIntentResolved(intent #28) β€” fires on fill or expiry","90-min fallback β€” should have fired ~22 min ago, watcher process confirms it did exit","MISSING: post-fireWake agent re-launch β€” watcher died correctly but platform did not restart the agent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for delivered swaps; produced the 1 settled deal (BTC starter swap)","available":"armed=true, 11 open quotes expiring in ~"}],"reliableCounterparties":1,"missedOpportunities":"With no wake in 112 min and LP-Maker-Matheus holding 11 live quotes, momentum-nikita has missed at least one full re-decision cycle; watcher is blind to the book so exact missed intents are unmeasurable, but opportunity cost is real given LP quotes expire ~50 min from now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (fill OR expiry) β€” correct; momentum must act the moment outcome is known, not wait on a timer","90-min fallback covers the full RFQ window plus buffer β€” appropriately patient for a delivered-swap mission","Zero-LLM, minimal, cannot spuriously fire on book-non-empty"],"lacking":["No self-healing after fireWake: if the platform drops the re-launch, the agent stays dead permanently β€” by design the watcher exits on fire, but there is no wat"],"suggestedChange":"Arm the next watcher from within the agent wake itself (write current.ts before posting the intent), so a failed re-launch is detectable as 'watcher armed but no new wake' rather than total silence β€” or add a core watchdog that pages on arm"},"issues":[{"scope":"core","title":"fireWake β†’ agent re-launch silent failure","detail":"Watcher exited correctly (armed=false, pidAlive=false) ~22 min ago, but no agent wake followed: wakes=1, last_wake_min_ago=112. The platform's fireWake β†’ agent-launch pipeline dropped the signal with no error surfaced.","fix":"Audit the fireWake β†’ process-spawn handoff in the core SDK; add a watchdog that detects armed=false AND pidAlive=false AND open_intents=0 AND last_wake > fallback_ms and auto-restarts or pages."},{"scope":"agent","title":"Agent stranded β€” manual restart required now","detail":"momentum-nikita cannot self-recover: 0 open intents, no armed watcher, realized_pnl=$16.27 from 1 deal. LP-Maker-Matheus quotes expire in ~50 min β€” every minute of delay is a missed re-entry window.","fix":"Manually trigger a new agent wake immediately; on restart the agent should re-survey momentum leadership and either re-enter BTC (if still leading) or rotate to the new leader."}],"assessment":"Intent #28 (BTC 25% starter position, $16.27 realized from the 1 filled starter swap vs LP-Maker-Matheus) expired unfilled. The watcher's 90-min fallback fired and the process died on schedule, but fireWake did not re-launch the agent β€” wakes=1/last_wake=112min confirm no second wake occurred. Agent is permanently dead until a manual restart or platform fix."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Eighth-plus consecutive flatline cycle β€” zero change from prior: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime spend (single bootstrap LLM call, never produced a deployed watcher). Critically, option-writer-matheus just revived this cycle (armed=true, 4 live intents including USDCβ†’BTC ~$15.75 and a custom 10 USDCβ†’","badge":"CRASHED β€” BOOTSTRAP FAILED","confidence":"high","bottomLine":"Fully crashed (armed=false, pidAlive=false, 0 wakes, $0.15 lifetime). Option-writer-matheus's revival with 4 live intents β€” including a USDCβ†’BTC swap at ~$15.75 and a custom 10β†’0.6 USDC intent β€” is exactly the inventory this agent is built to evaluate. It has no watcher and cannot act. This is now the highest-cost individual crash on the fleet.","rootCause":{"class":"structural","evidence":"wake_script_source=null across 8+ cycles; single $0.15 spend indicates bootstrap LLM call fired but never produced or deployed a watcher; armed=false + pidAlive=false + nextFallbackMin=null confirms zero recovery path; settled_deals_detail=[], open_intents=null"},"reasoningRead":"No reasoning observable β€” zero wakes, no loop running. The agent never entered its operational reasoning phase. On-mission quality is unmeasurable. Cannot distinguish 'disciplined selectivity' from 'complete absence' β€” the latter is confirmed.","wakeTriggers":["MISSING: any trigger β€” no watcher deployed","MISSING: option-book monitor targeting option-writer-matheus open custom intents","MISSING: fallback heartbeat β€” no timed recovery path exists"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary and intended counterparty β€” writes ETH/BTC structured options; now armed=true with 4 live intents including USDCβ†’BTC and a custom de","available":"REVIVED β€” armed=true, pidAlive=true, las"}],"reliableCounterparties":0,"missedOpportunities":"option-writer-matheus posted USDCβ†’BTC (~$15.75) and a custom 10 USDCβ†’0.6 USDC intent this cycle β€” first ETH/BTC-adjacent and custom-judge inventory on the book in 8+ cycles; option-taker-matheus evaluated neither (no watcher, no loop). Unmeasurable how many prior cycles had similar intents expire unfilled.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” bootstrap never produced a deployed watcher","No fallback timer β€” zero timed recovery path, agent cannot self-heal","No book monitor β€” cannot detect option-writer-matheus's custom or USDCβ†’BTC intents"],"suggestedChange":"Re-trigger bootstrap manually; the watcher should poll option-writer-matheus's open custom intents for USDCβ†’ETH/BTC deals and fire when a near-decided or below-fair-value option appears β€” cadence of 10–20 min is appropriate given the writer"},"issues":[{"scope":"agent","title":"Bootstrap never completed β€” no watcher deployed across 8+ cycles","detail":"Single $0.15 spend (one LLM call) with no wake script produced and no deployment confirmed. The $0.15 = last_wake_usd suggests the bootstrap call itself ran but its output was never translated into a running watcher process. With option-writer-matheus now live for the first time in 8 cycles, every m","fix":"Manually re-trigger bootstrap. Diagnose why the initial call did not produce a deployed wake script β€” likely candidates: CLAUDE.md unreachable from bootstrap context, tool call (write watcher file / register process) silently failed, or deploy step was skipped. Once watcher is deployed, verify it ex"}],"assessment":"Fully crashed (armed=false, pidAlive=false, 0 wakes, $0.15 lifetime). Option-writer-matheus's revival with 4 live intents β€” including a USDCβ†’BTC swap at ~$15.75 and a custom 10β†’0.6 USDC intent β€” is exactly the inventory this agent is built to evaluate. It has no watcher and cannot act. This is now the highest-cost individual crash on the fleet."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":44,"total":1963101,"totalUsd":0.82,"w5":1232723,"w5Usd":0.66,"w5PctPool":0.5,"w7":1963101,"w7Usd":0.82,"w7PctPool":0.1,"w5Son":1232723,"w7Son":1232723,"hourly":[0.66,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:50:27.378Z","tokens":1232723,"usd":0.66,"msgs":28}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":99.85,"realizedPnl":3.75,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":25,"wakes":2,"firstWakeMs":1780947228000,"lastWakeMs":1780947228000,"ageMin":17,"lastWhy":"Build 70/30 portfolio on first wake. Contrarian tilt to worst performers sAAPL+sMSFT (stocks) + ETH (crypto). Option eng","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780950869987,"watching":"intent 70 (BTC swap) or 71 (ETH put) resolves (or ~52 min)","armed":true,"nextFallbackMin":43}},"verdict":{"summary":"Eighth consecutive flatline β€” state unchanged for the third time running: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init, never completed). Zero option intents ever posted; open_intents=null; nextFallbackMin=null. No delta from last run or the run before. Step-1 asked whether CLAUDE.md contains a bootstr","badge":"NEVER STARTED","confidence":"high","bottomLine":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history.","rootCause":{"class":"structural","evidence":"wakes=0, wake_script_source=null, armed=false, pidAlive=false across 8 consecutive snapshots; tokens_lifetime_usd=$0.15 unchanged since snapshot 1; settled_deals=not-indexed (never participated); no agent directory found under /board"},"reasoningRead":"Cannot assess β€” no reasoning has ever occurred. The agent has never woken. The 'mission' is well-designed (70/30 contrarian-portfolio + option-writing sleeve is coherent) but it is entirely hypothetical; zero execution has happened.","wakeTriggers":["MISSING: no trigger of any kind β€” wake_script_source=null","MISSING: no fallback timer β€” nextFallbackMin=null","MISSING: no process alive β€” pidAlive=false"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Its only demand-side: buys the options this agent should write","available":"health=unknown, also appears never to ha"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Could take the 70% contrarian-portfolio swap leg (sAAPL/sNVDA/sMSFT/BTC/ETH delivered swaps) if posted","available":"ok β€” 3 settled deals, most active maker "},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum rotator could be on opposite side of contrarian swaps","available":"ok β€” 1 settled deal, wakes in ~12 min pe"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and has no wake script; cannot assess on-chain option/swap opportunities. However, lp-maker-matheus has settled 3 delivered-swap deals β€” the 70% contrarian-portfolio swap engine would have had a willing counterparty on every one of those if it had ever posted.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” agent was never initialized","No fallback timer β€” nextFallbackMin=null means no self-recovery path","No trigger on Pyth Benchmarks price data (needed for contrarian ranking)","No trigger on option-demand signals from option-taker-matheus"],"suggestedChange":"Bootstrap the agent: the single highest-value action is getting a human to run the agent init so a watcher script is deployed. The script itself should wake on a Pyth Benchmarks price poll (for the 70% contrarian ranking) plus a 60-min fall"},"issues":[{"scope":"agent","title":"Agent process never started β€” 8 cycles of zero activity","detail":"armed=false, pidAlive=false, wake_script_source=null, wakes=0 across all 8 snapshots. $0.15 from a single failed init attempt that never produced a watcher. This is not a logic failure β€” the container/process was never bootstrapped.","fix":"Human intervention required: initialize the agent (run init / deploy watcher). The board cannot self-heal a process that never started. Once alive, the 70% contrarian-portfolio engine can immediately post delivered swaps that lp-maker-matheus is already equipped to fill."},{"scope":"agent","title":"option-taker-matheus has zero counterparty for its entire existence","detail":"option-taker-matheus's sole supply source is this agent. Zero options have ever been written. Both agents are health=unknown, effectively dead simultaneously β€” a chicken-and-egg bootstrap failure.","fix":"Start option-writer-matheus first (it is the supply side); option-taker-matheus becomes functional the moment the first option intent appears on the book."},{"scope":"core","title":"No init-failure alerting β€” 8 cycles passed without a fleet-level alarm","detail":"An agent that spends $0.15, produces no watcher, and shows 0 wakes for 8 consecutive cycles should trigger a 'bootstrap failure' alert in the board. Currently the board shows health=unknown silently.","fix":"Add a core rule: if wakes=0 AND tokens_lifetime_usd > 0 AND armed=false after N cycles, escalate health to 'dead' and surface a CTA. This would have flagged this agent on cycle 2."}],"assessment":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780941420018,"containerAgeMin":114,"wakes":1,"firstWakeMs":1780941832000,"lastWakeMs":1780941832000,"ageMin":107,"lastWhy":"Highest signal quality on book β€” Polymarket $158k liquidity + $52k/day volume, oracle consistent at $63,457 vs $64k stri","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781035200088,"watching":"intent#32 fills/expires or new binary/option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1449}},"verdict":{"summary":"Wake 1 (18:03 Jun8) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC) β€” sound thesis backed by $158k Polymarket liquidity, oracle $63,457 vs $64k strike. Since last summary: pidAlive remains false (confirmed dead loop), armed=true with nextFallbackMin=1492. Focus question resolved: NO intermediate wake path exists. The pre-expiry T-5min check is code","badge":"LOOP DEAD GAP CONFIRMED","confidence":"high","bottomLine":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it.","rootCause":{"class":"structural","evidence":"pidAlive=false, nextFallbackMin=1492; EXPIRY_SEC=1781020800 (Jun9 16:00 UTC) fires 239 min before the system fallback; pre-expiry fireWake at EXPIRY_SEC-300 is in runWatchLoop body β€” dead process cannot execute it; 0 settled deals, 1 open intent, 0 token spend"},"reasoningRead":"Sound on its one executed decision: BTC<$64k at implied 0.617 with Polymarket backing $158k liquidity is a defensible take. But the agent has a single wake and is now structurally blind β€” it is not churn, it is simply stuck waiting for a fallback that arrives 240 min too late. The mission logic is correct; the process lifecycle is the failure.","wakeTriggers":["System-level fallback at nextFallbackMin=1492 (Jun9 20:00 UTC) β€” the ONLY surviving trigger","MISSING: pre-expiry T-5min fireWake (EXPIRY_SEC-300 = Jun9 15:55 UTC) β€” coded but dead, pidAlive=false","MISSING: ownIntentResolved poll β€” coded but dead","MISSING: new non-swap intent scan β€” coded but dead; Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book is invisible"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets/Perpetuals; one live BinaryBet (bear-yosher ↔ mimic-ljuba) currently on book and potentially mispriced vs Polymarket distri","available":"armed, nextFallbackMin=227 β€” will wake w"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirrored from book; newly armed (live after 5-cycle flatline), counterparty in the active BinaryBet β€” its bets are the core","available":"armed, pidAlive=true, nextFallbackMin=26"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also takes near-decided binaries β€” competes for the same mispriced intents rather than providing them","available":"health=ok, 1 deal"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents broadly β€” competition on the same take-side opportunities","available":"health=warming"}],"reliableCounterparties":1,"missedOpportunities":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' on book as of this cycle β€” if its implied probability diverges from Polymarket's distribution, this is a direct take opportunity. Dead watch loop cannot detect or evaluate it. Unmeasurable in full (watcher blind to book), but one concrete missed candidate is confirmed on book now.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry fireWake at EXPIRY_SEC-300 (T-5min) β€” correct pattern for settlement timing","ownIntentResolved check covers fill and expiry events","New non-swap intent scan with seen-set baseline correctly targets Options and BinaryBets without firing on swaps","Zero-LLM loop, 60s poll cadence, explicit fallback β€” structurally sound"],"lacking":["pidAlive=false kills the entire loop body β€” all three intermediate triggers are unreachable; the script is well-formed but the process died after wake 1","Fallback is set 4h AFTER expiry (EXPIRY_SEC+4h), not before β€” guarantees a 240 min window where a won bet goes unclaimed","No pre-expiry fallback arm (e.g. EXPIRY_SEC-600) to ensure at least one guaranteed intermediate wake before the bet resolves"],"suggestedChange":"Set a second fallback arm at EXPIRY_SEC-600 (10 min before expiry, Jun9 15:50 UTC) in addition to or instead of EXPIRY_SEC+4h β€” this collapses the 240 min blind window to near-zero at the cost of one extra wake, and survives pidAlive=false "},"issues":[{"scope":"core","title":"pidAlive=false kills watch loop after wake 1 β€” all intermediate triggers dead","detail":"The watch loop process exited after arming the fallback. This is reproducible across agents (prior summary noted same pattern). runWatchLoop appears to exit after the arm rather than staying resident.","fix":"Investigate why runWatchLoop exits immediately post-arm; the process should stay alive until deadline. If it's a known SDK limitation, document it so agents can't rely on loop-body intermediate checks."},{"scope":"agent","title":"Fallback set 4h post-expiry guarantees 240 min unclaimed-win window","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the bet wins (BTC<$64k at Jun9 16:00 UTC), the agent cannot execute settlement until 20:00 UTC. In a competitive environment, a 4h settlement delay is a design flaw β€” counterparties may claim or the window may close.","fix":"Add a pre-expiry fallback: armWatcher with fallbackMs targeting EXPIRY_SEC-600 as primary, EXPIRY_SEC+3600 as a post-expiry safety. This survives pidAlive=false and closes the gap."},{"scope":"agent","title":"Live Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book β€” undetectable while loop dead","detail":"This cycle's fleet activity produced a new live binary bet directly in polymarket-ljuba's target class. The dead loop cannot scan for it; next opportunity to evaluate is fallback at 1492 min.","fix":"No fix available this cycle without a forced wake. For future: consider a shorter fallback cadence (e.g. 120 min) when the mission is reactive to live book flow."}],"assessment":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":153,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":151,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":92}},"verdict":{"summary":"At 17:20 UTC (w1, 92 min ago), the agent woke β€” triggered by the 4h fallback from a prior cycle β€” successfully registered, approved USDC, and posted a new BTC DCA intent (BTC most underweight at -35pp, $7 slice, intentPosted=true). This answers Step 1's question: YES, a new intent was posted since #13 expired. However, the wake script (current.ts) was NOT re","badge":"DCA POSTED, SCRIPT STALE","confidence":"medium","bottomLine":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals lifetime; intentPosted=true at 17:20 UTC but open_intents=0 and no fill recorded; lp-maker-matheus (12 open intents, 2 settled deals) is the only plausible USDCβ†’BTC counterparty but has not taken this intent"},"reasoningRead":"Sound reasoning, wrong problem scope: the agent correctly identifies BTC as most underweight (-35pp) and sizes a $7 DCA slice β€” mission-aligned and quantitative. But the wake script it regenerated (or failed to regenerate) still encodes a specific past intent ID and a past timestamp, meaning the watcher's poll trigger is permanently dead on the new intent. The DCA logic is correct; the wake-lifecy","wakeTriggers":["ownIntentResolved watching intent #13 (already resolved β€” dead trigger)","setTimeout for 2026-06-08T17:30:00Z (fired ~82 min before current data β€” dead trigger)","4h fallback armWatcher β€” ONLY live trigger, nextFallbackMin=151 (~21:20 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Mission is to fill/quote swaps near oracle mid from deep inventory; 12 open intents live, 2 settled swaps this cycle β€” the natural taker for","available":"armed=true, recovered this cycle, 12 ope"},{"agent":"arb-hunter-tom","fit":"no","why":"Targets binary bets and mispriced oracles, not patient DCA swaps","available":"health=ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps β€” would only fill if rebalancer-lior's rate is off-market enough to be 'mispriced' from vulture's perspective","available":"armed=false/pidAlive=false β€” flatlined"}],"reliableCounterparties":1,"missedOpportunities":"none identified β€” rebalancer-lior is a maker/poster by mission (DCA via posted swaps), not a taker. No open intents visible on the book that match its buy-side mission.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback (armWatcher FOUR_HOURS_MS) ensures the agent keeps waking for DCA even with no fills","runWatchLoop polls ownIntentResolved β€” correct pattern for a patient poster"],"lacking":["MY_INTENT_ID is hardcoded to '13' β€” a resolved intent; the new intent posted at w1 will never fire this trigger","marketOpenEpochMs is hardcoded to 2026-06-08T17:30:00Z β€” a past timestamp; setTimeout fires immediately (negative ms guard is present but msToMarketOpen < 0 so ","After each wake the agent posts a new intent but does NOT regenerate a new wake script watching the new intent ID β€” the lifecycle is broken: every post orphans "],"suggestedChange":"After posting a new intent, the agent must write a new current.ts that hardcodes the returned intent ID (not #13). The highest-value fix is: emit the new intent ID from the wake's output and have the post-wake script-write step substitute i"},"issues":[{"scope":"agent","title":"Wake script not regenerated after new intent post","detail":"current.ts still watches MY_INTENT_ID='13' (resolved) and a 17:30 UTC setTimeout (fired). The new intent posted at 17:20 UTC is invisible to the watcher β€” its fill or expiry produces no immediate re-wake. Every DCA cycle will have this bug until the script-write step is fixed.","fix":"In the agent's CLAUDE.md or wake-script template: after posting an intent, capture the returned intent ID and write a new current.ts with that ID substituted into MY_INTENT_ID. Also replace the hardcoded market-open timestamp with Date.now() + offset or remove it if the DCA logic doesn't need it."},{"scope":"agent","title":"open_intents=0 despite intentPosted=true β€” unconfirmed intent state","detail":"Wake w1 at 17:20 UTC shows intentPosted=true with a txHash, but open_intents=0 in current metrics. The intent either expired almost immediately (no counterparty in ~92 min) or the on-chain tx reverted silently. Either way, 0 settled deals confirms no fill.","fix":"On next wake (~21:20 UTC), agent should read its posted intent ID from the tx receipt and check its state explicitly β€” if expired with no fill, re-assess portfolio and re-post with a fresh limit or wider tolerance."}],"assessment":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":6,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Eighth consecutive flatline β€” zero change from last run. wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 burn, 0 deals. Both structural blockers remain fully unresolved: (1) no wake script deployed β†’ watcher physically cannot arm under any condition; (2) 0.50 USDC lot is ~24Γ— below LP-Maker-Matheus's effective minimum ","badge":"FLATLINE β€” NO SCRIPT","confidence":"high","bottomLine":"Eight cycles, zero activity. Both blockers are configuration gaps that require human action: deploy a wake script and raise the lot size to β‰₯12 USDC. Until then the agent is structurally inert β€” not stuck, not crashed, just never started.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no watcher can arm); 0.50 USDC lot vs LP-Maker-Matheus ~12 USDC effective minimum (24Γ— gap); 0 settled deals, 0 wakes across all recorded history"},"reasoningRead":"N/A β€” agent has never executed a reasoning step. There is no reasoning to evaluate; the absence of a wake script means no LLM call has ever been made on this agent's behalf.","wakeTriggers":["MISSING: any wake trigger β€” wake_script_source=null, so the watcher loop has no entry point and cannot fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Natural counterparty for USDCβ†’sNVDA swaps, but 0.50 USDC lot is ~24Γ— below its effective ~12 USDC minimum β€” would reject the fill even if st","available":"armed=true, 11 open quotes, ~50 min to e"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, so opportunity tracking is not possible; structurally, every cycle LP-Maker-Matheus has been live with sNVDA quotes that a correctly-sized stacker could have taken","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all; the watcher has no logic to evaluate, no trigger to fire, no fallback to schedule"],"suggestedChange":"Deploy a minimal wake script: fire on a fixed interval (e.g., every 30–60 min), post one USDCβ†’sNVDA swap at the configured lot size, include a fallback. This is the single gate blocking all progress."},"issues":[{"scope":"agent","title":"No wake script deployed","detail":"wake_script_source=null for 8+ cycles. The watcher process (armed=false, pidAlive=false, nextFallbackMin=null) has never started. This is blocker #1 and must be resolved before anything else matters.","fix":"Write and deploy current.ts with a fixed-interval trigger (30–60 min), a single USDCβ†’sNVDA swap post, and a fallback. No book-polling needed β€” mission is time-paced, not reactive."},{"scope":"agent","title":"Lot size 24Γ— below LP-Maker minimum","detail":"0.50 USDC configured lot vs LP-Maker-Matheus's ~12 USDC effective minimum. Fills would fail even after a wake script is deployed. This is blocker #2.","fix":"Raise lot size to β‰₯12 USDC in the agent's CLAUDE.md/config before the first live wake, or confirm an alternative counterparty exists that accepts sub-1 USDC lots."}],"assessment":"Eight cycles, zero activity. Both blockers are configuration gaps that require human action: deploy a wake script and raise the lot size to β‰₯12 USDC. Until then the agent is structurally inert β€” not stuck, not crashed, just never started."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":129,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":388,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Warmup definitively dead β€” no recovery across 3+ consecutive cycles. last_wake_min_ago advanced from 345β†’376 (31 more minutes elapsed) with zero new wakes indexed, zero token spend, and watcher state (armed=false, pidAlive=false, nextFallbackMin=null) identical to last run. The 60-min fallback that should have fired at ~14:23 on 06-08 never materialized; the","badge":"WARMUP DEAD","confidence":"high","bottomLine":"376 min since sole wake, 0 tokens spent, 0 new wakes, process dead. The warmup 60-min sample chain broke after the first setup wake and has not self-recovered across 3+ observer cycles. Same crash pattern as momentum-nikita this cycle. Manual restart is the only path forward.","rootCause":{"class":"structural","evidence":"watcher pidAlive=false, armed=false, nextFallbackMin=null β€” process exited before 60-min fallback (due ~14:23 06-08) could fire; wakes stuck at 1 (setup only); tokens_5h=$0.00; no counterparty flow possible since no intents ever posted"},"reasoningRead":"The warmup logic itself is sound β€” time-based 60-min sampling before trading is correct for a mean-reversion strategy that needs a trailing average. The problem is not the reasoning; it's that the watcher process died after wake 1 and the SDK has no restart mechanism. Sound design, broken runtime.","wakeTriggers":["60-min time-based fallback (armWatcher, fallbackMs=3600000)","MISSING: process-level restart / supervisor β€” once pidAlive=false, no mechanism re-arms the watcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for delivered swaps once swing-nikita exits warmup and posts dislocation intents","available":"Armed, 11 open quotes expiring ~50 min β€”"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book and agent never exited warmup to post intents β€” no intent history to audit","wakeScript":{"wellReasonedForMission":true,"good":["Time-based 60-min fallback is correct cadence for collecting trailing-average price samples before the strategy can trade","No book polling needed during warmup β€” runWatchLoop with empty condition is intentional and right","Zero-LLM, single fallback, deterministic β€” correct structure"],"lacking":["No guard against process death: if pidAlive goes false before fallbackMs elapses, the watcher is permanently orphaned with no self-restart","No indexed wake count check β€” could detect warmup-sample shortfall and re-arm defensively"],"suggestedChange":"Add a process-level supervisor (core SDK) that detects pidAlive=false + armed=false + nextFallbackMin=null and auto-restarts the watcher script. Until that exists, the agent requires manual restart after every process crash β€” this is a core"},"issues":[{"scope":"core","title":"Watcher process dies without restart β€” warmup sample chain permanently broken","detail":"swing-nikita and momentum-nikita both show armed=false/pidAlive=false/nextFallbackMin=null this cycle. The pattern is: process exits before fallback fires β†’ no supervisor re-arms it β†’ agent is permanently stalled. The SDK's armWatcher/runWatchLoop has no process-level recovery path.","fix":"Implement a fleet-level watcher supervisor (core SDK) that polls for pidAlive=false + armed=false on time-based watchers and auto-restarts them. Short-term: manual restart of swing-nikita to resume warmup sample collection."},{"scope":"agent","title":"Manual restart required immediately","detail":"376 min elapsed since sole wake; warmup needed ~5 hourly samples before trading could begin. Every minute of delay extends the warmup period further. No deals, no intents, no market presence.","fix":"Restart swing-nikita's watcher process now to resume the 60-min sample chain. After 5+ samples collected, the agent can begin posting dislocation swaps against lp-maker-matheus."}],"assessment":"376 min since sole wake, 0 tokens spent, 0 new wakes, process dead. The warmup 60-min sample chain broke after the first setup wake and has not self-recovered across 3+ observer cycles. Same crash pattern as momentum-nikita this cycle. Manual restart is the only path forward."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.55,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":45,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":39,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780950373; next poll 75s","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Watcher is now live (armed=true, pidAlive=true, 94min fallback) β€” a genuine step forward vs last run's armed=false/pidAlive=false. All 6 settled deals this cycle trace directly to the w1 (19:12) off-mission rebalance-buy intents (6 Γ— 8 USDC across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT), all filled ↔ LP-Maker-Matheus β€” portfolio construction, not vulture edges. wake_","badge":"WATCHER LIVE, OFF-MISSION","confidence":"medium","bottomLine":"6 deals / $92.39 PnL all came from off-mission basket-building at w1, not mispriced-edge captures. Watcher is armed with a 94min fallback, but wake_script_source=null prevents confirming it is scanning LP-Maker's 11 live quotes. Zero baited intents on book β€” a vulture with no traps set is idle.","rootCause":{"class":"off-mission","evidence":"w1 posted 6 Γ— 8 USDC rebalance-buy intents (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT); all 6 settled ↔ LP-Maker-Matheus. Mission requires taking mispriced quotes or posting baited intents, not portfolio construction. Flat-wallet diagnosis was correct; the response was wrong."},"reasoningRead":"Sound reasoning applied to the wrong problem: agent correctly diagnosed 'flat wallet β€” all tokens at 0, need basket' and acted decisively, but basket construction is not vulture-andrew's mission. One disciplined-looking loop that solves a self-imposed constraint rather than scanning for edges.","wakeTriggers":["Watcher armed β€” fallback fires in ~94 min","MISSING: wake_script_source=null β€” cannot confirm watcher triggers on LP mispriced quotes or near-decided binaries rather than a generic timer"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary edge source β€” 6/6 settled deals were ↔ LP-Maker-Matheus; 11 live quotes expiring ~50min are the exact target set for vulture scannin","available":"ok β€” armed, 11 open quotes, sole hub"},{"agent":"option-writer-matheus","fit":"maybe","why":"4 open option intents (USDCβ†’sAAPL, USDCβ†’sMSFT, USDCβ†’BTC, custom) just posted; vulture mission includes near-decided options β€” potential targ","available":"ok β€” just revived, armed=true"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both are takers hunting LP edges β€” compete for the same mispriced LP quotes, not complementary","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: wake_script_source=null β€” cannot determine which of LP-Maker-Matheus's 11 live quotes were in-range for a vulture take, or whether option-writer-matheus's 4 new option intents were mispriced relative to oracle","wakeScript":{"wellReasonedForMission":false,"good":["Watcher now deployed (armed=true, pidAlive=true) β€” resolved last run's critical gap of no watcher at all","94min fallback ensures agent wakes even without a quote-change event trigger"],"lacking":["wake_script_source=null β€” observer cannot audit whether the watcher monitors LP quote changes or near-decided binary state; timer-only fallback is insufficient ","No baited intents on book after w1 settled β€” vulture mission explicitly includes posting sharp/baited intents; 0 open intents means no traps are set","Last wake behavior indicates mission drift: agent treated 'flat wallet' as a portfolio problem rather than an edge-finding constraint"],"suggestedChange":"Expose wake_script_source so the observer can confirm the watcher reacts to LP-Maker quote changes (not just a timer); additionally enforce a post-wake invariant in CLAUDE.md: at minimum one baited intent must be on-chain before the agent s"},"issues":[{"scope":"agent","title":"Off-mission basket building consuming vulture capital","detail":"w1 deployed 48 USDC (6 Γ— 8 USDC) into a balanced basket. Flat-wallet state should trigger edge-scanning and bait posting, not portfolio construction. This is the second confirmed off-mission wake.","fix":"Update CLAUDE.md: when wallet is flat, the correct response is to scan for mispriced quotes to take and post at least one baited intent β€” basket-building only valid if the basket IS the bait for the mission."},{"scope":"agent","title":"Zero baited intents β€” traps not set","detail":"0 open intents after all 6 rebalance fills settled. Mission explicitly includes posting 'sharp/baited intents that are near-sure wins.' Currently no traps on book for any counterparty to walk into.","fix":"Each wake cycle must exit with β‰₯1 baited intent on-chain targeting near-decided binaries or wide-spread swap windows visible in LP-Maker's quote set."},{"scope":"core","title":"wake_script_source=null β€” watcher unauditable","detail":"Observer cannot evaluate whether the live watcher fires on LP-Maker quote changes, near-decided binary state, or simply a countdown timer. Makes the Step-1 focus question unanswerable and masks potential churn.","fix":"Expose wake_script_source in the agent snapshot endpoint so the observer can audit watcher logic at read-time without requiring agent restart or re-deployment."}],"assessment":"6 deals / $92.39 PnL all came from off-mission basket-building at w1, not mispriced-edge captures. Watcher is armed with a 94min fallback, but wake_script_source=null prevents confirming it is scanning LP-Maker's 11 live quotes. Zero baited intents on book β€” a vulture with no traps set is idle."}}],"unattributed":{"sessions":99,"tokens":38770286,"usd":25.92,"w5":5531072,"w5Usd":3.19,"hourly":[0,1.24,0,0.03,1.92,11.74,10.98,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":384,"tokens":10521925,"usd":23.75,"w5":7098908,"w5Usd":13.71,"hourly":[5.13,5.17,1.3,0,2.12,5.75,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":102148087,"grandUsd":79.28,"grandSessions":524,"attributedTokens":52855876,"unattributedTokens":38770286,"boardTokens":10521925,"reassembledTokens":102148087,"tokensBalance":true,"attributionPct":57.7,"multiMatchSessions":1,"sessionsScanned":1148,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":4483,"dedupedMsgs":1986,"rawTokens":218880085,"dedupedTokens":102148087,"dupRatio":2.143}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T19:48:49.455Z","swarm":{"headline":"LP HUB ABSORBS ALL FLOW","funnel":{"posted":76,"settled":15,"conversionPct":19.7,"byTemplate":{"Swap":{"settled":14,"open":13},"BinaryBet":{"settled":0,"open":1,"live":1},"Custom":{"settled":0,"open":1},"Perpetual":{"settled":0,"open":1}}},"liquidityMap":[{"market":"USDC / ETH / BTC / sStocks swa","flow":"LP-Maker-Matheus ⇄ [Vulture-Andrew Γ—6, Option-Writer-Matheus Γ—5, Arb-Hunter-Tom Γ—1, Bear-Yosher Γ—1, Momentum-Nikita Γ—1]","status":"ACTIVE β€” sole hub; 13 open quotes expire in 37-59 min"},{"market":"Binary options (BTC<$64k / Jun","flow":"Polymarket-Ljuba β†’ Bear-Yosher ↔ Mimic-Ljuba","status":"NASCENT β€” 1 live BinaryBet (Bear-Yosher ↔ Mimic-Ljuba, 1211 min remaining); inte"},{"market":"Synthetic equity options (sAAP","flow":"Option-Writer-Matheus β†’ [Option-Taker-Matheus CRASHED]","status":"HALF-FORMED β€” writer live with 4 intents (armed=true, pidAlive=true); taker cras"},{"market":"DCA / BTC rebalance","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"STARVED β€” intent posted 17:20 UTC, no fill; LP has matching BTC quotes but has n"}],"causalLinks":[{"cause":"LP-Maker-Matheus is the sole operational market maker","effect":"13 of 14 settled swaps (93%) ran through it; when its 13 open quotes expire in 37-59 min, all swap settlement freezes fl","evidence":"Vulture-Andrew ↔ LP: 6 deals; Option-Writer-Matheus ↔ LP: 5 deals; Arb-Hunter-Tom ↔ LP: 1; Bear-Yosher ↔ LP: 1; Momentum-Nikita ↔ LP: 1"},{"cause":"Vulture-Andrew executed 6 off-mission rebalance-buys at oracle-mid pricing on w1","effect":"LP-Maker-Matheus absorbed all 6 fills at zero edge, directly accelerating its -$59.67 PnL bleed ($16.83 burn in 5h); vul","evidence":"w1 posted 6 Γ— 8 USDC buys across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT; all 6 settled ↔ LP-Maker-Matheus at oracle-mid; 0 mispriced captures recorded"},{"cause":"Option-Taker-Matheus is crashed (armed=false, pidAlive=false, nextFallbackMin=null, $0.15 lifetime spend β€” bootstrap onl","effect":"Option-Writer-Matheus's 4 live intents (sAAPL/sMSFT/BTC ~$15.75 each + custom 10 USDCβ†’0.6 USDC, expiring in 43-44 min) h","evidence":"option-taker-matheus: null wake_script_source, 0 wakes, 8+ flatline cycles; option-writer-matheus: armed=true, pidAlive=true, 4 open intents on book"},{"cause":"Momentum-Nikita's 90-min watcher exited naturally after intent #28 expired unfilled β€” no re-launch fired","effect":"Agent newly crashed (armed=false, pidAlive=false, nextFallbackMin=null); exposes a core gap: no restart-on-natural-exit ","evidence":"wakes=1 unchanged; last_wake_min_ago=112 vs expected ~22 if re-launch had fired; deals=1 (no fill of #28); nextFallbackMin=null"},{"cause":"Polymarket-Ljuba's watcher process is dead (pidAlive=false) despite armed=true with nextFallbackMin=1452","effect":"Pre-expiry T-5min wake (Jun9 15:55 UTC, coded inside runWatchLoop) cannot fire from a dead process; intent #32 (10 USDC ","evidence":"pidAlive=false; EXPIRY_SEC fires 239 min before the system fallback; pre-expiry fireWake is in runWatchLoop body β€” unreachable with dead process; nextFallbackMin=1452 coincides with expiry"},{"cause":"LP-Maker-Matheus prices at oracle-mid with zero spread","effect":"Informed takers (arb-hunter-tom, vulture-andrew) consistently cross when they see edge, leaving LP short the better leg;","evidence":"PnL -$59.67 over 14 settled swaps; $16.83 burn in 5h = $3.37/h; all fills at oracle-mid; arb-hunter-tom's sole deal was ↔ LP-Maker-Matheus (swap #22, +57bps for Tom)"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus quote expiry in 37 min β€” fleet freeze imminent","detail":"13 open LP quotes expire in 37-59 min. LP is counterparty in 13/14 settled swaps this cycle. A failed or delayed repost suspends all swap-based activity for Arb-Hunter-Tom, Rebalancer-Lior, Option-Writer-Matheus, and Vulture-Andrew simultaneously.","evidence":"nextFallbackMin=43, pidAlive=true; 13 open swaps with 37-59 min TTL; 13/14 settled swaps ↔ LP-Maker-Matheus this cycle","scope":"fleet","fix":"Watch LP-Maker-Matheus repost at the ~38 min mark; if watcher misses the expiry window, manually trigger a wake to repost fresh quotes before the book goes dark"},{"severity":"critical","title":"4 agents crashed with no recovery path β€” re-deploy required","detail":"Momentum-Nikita (newly crashed this cycle), Option-Taker-Matheus (8+ cycles), Stacker-Massimo (8+ cycles), and Swing-Nikita (3+ cycles) are all armed=false/pidAlive=false/nextFallbackMin=null. No fallback can revive any of them. Momentum-Nikita's case is the most instructive: watcher exited cleanly after 90 min, but no re-launch followed β€” core gap.","evidence":"All four: armed=false, pidAlive=false, nextFallbackMin=null; momentum-nikita: last_wake_min_ago=112, wakes=1 unchanged; stacker-massimo/swing-nikita/option-taker-matheus: 0 wakes across all recorded history","scope":"fleet","fix":"Re-deploy all four; investigate momentum-nikita's missing re-launch as a core bug (no restart-on-natural-exit); stacker-massimo also needs its 0.50 USDC lot raised to β‰₯12 USDC before redeploying or it will find no LP counterparty"},{"severity":"warn","title":"Vulture-Andrew: 6 deals, 0 vulture captures β€” mission unmet","detail":"All 6 fills this cycle were portfolio rebalance-buys (6 Γ— 8 USDC, ETH/BTC/SSV/sAAPL/sNVDA/sMSFT at oracle-mid) β€” portfolio construction, not mispriced-quote captures. Vulture correctly diagnosed a flat wallet but responded with the wrong action. Watcher is live (armed=true, pidAlive=true, 85 min fallback) so w2 is imminent.","evidence":"w1: 6 Γ— 8 USDC rebalance buys; all 6 settled ↔ LP-Maker-Matheus; mission: take mispriced quotes or post baited intents; 0 edge-positive captures recorded","scope":"fleet","fix":"On w2, block rebalance-buy logic; enforce mission: scan LP quotes for >50bps edge vs CEX mid and take directly; only post baited intents if no direct capture exists"},{"severity":"warn","title":"Option-Taker-Matheus crash leaves writer's 4 live intents unfilled","detail":"Option-Writer-Matheus is live with 4 intents expiring in 43-44 min. Option-Taker-Matheus has been flatlined for 8+ cycles (null wake_script_source, $0.15 lifetime spend from bootstrap only). The pair is broken. No other agent is scoped to take synthetic-equity option intents.","evidence":"option-taker-matheus: armed=false, pidAlive=false, null wake_script_source; option-writer-matheus: 4 open intents (USDCβ†’sAAPL, USDCβ†’sMSFT, USDCβ†’BTC ~$15.75, custom 10 USDCβ†’0.6 USDC), expiry in 43-44 min","scope":"fleet","fix":"Re-deploy option-taker-matheus immediately β€” 43 min window is the live opportunity; bootstrap must succeed and deploy a watcher within that window"},{"severity":"warn","title":"LP-Maker-Matheus zero-spread pricing is structural PnL bleed","detail":"Oracle-mid pricing with no markup makes LP the market's free ATM: informed takers (arb-hunter-tom +57bps on swap #22, vulture-andrew at zero edge) consistently capture edge LP never recovers. -$59.67 at $3.37/h is not a volume problem β€” it is a spread-design problem. More fills = more bleed.","evidence":"PnL: -$59.67 lifetime; burn rate $16.83/5h; 14 settled swaps all at oracle-mid; arb-hunter-tom's w4 fill (+57bps) came directly from an LP quote","scope":"fleet","fix":"LP-Maker-Matheus should add a bid-ask markup (suggest 30-80bps above oracle-mid) to price in adverse-selection cost; current zero-spread design is unsustainable at this taker pool composition"},{"severity":"warn","title":"Polymarket-Ljuba pre-expiry wake unreachable β€” dead loop","detail":"Intent #32 (BinaryBet, BTC<$64k, Jun9 16:00 UTC, 10 USDC) expires in ~1,452 min. The pre-expiry T-5min wake is coded inside runWatchLoop β€” a dead process (pidAlive=false) cannot execute it. The system fallback at nextFallbackMin=1452 coincides with expiry, leaving no managed-exit window.","evidence":"pidAlive=false; nextFallbackMin=1452; pre-expiry fireWake in runWatchLoop body (unreachable); EXPIRY_SEC fires 239 min before system fallback","scope":"core","fix":"Add a core-level external pre-expiry trigger for open intents at T-10min, independent of the process loop; alternatively re-launch polymarket-ljuba's loop before Jun9 ~15:50 UTC"}],"fleetMoves":[{"scope":"fleet","action":"Watch LP-Maker-Matheus repost at the 37 min mark β€” a missed repost freezes all swap settlement fleet-wide; manually trigger wake if watcher misses the window"},{"scope":"fleet","action":"Re-deploy momentum-nikita, option-taker-matheus, stacker-massimo, swing-nikita (all armed=false/pidAlive=false/nextFallbackMin=null; no recovery path exists)"},{"scope":"fleet","action":"Correct vulture-andrew on w2: enforce mission (take mispriced LP quotes >50bps edge, or post baited intents); block rebalance-buy portfolio logic that produced 6 off-mission fills this cycle"},{"scope":"core","action":"Fix restart-on-natural-exit: when a watcher exits cleanly (non-crash, e.g. after 90-min TTL), core must schedule a re-launch β€” momentum-nikita's silent expiry exposes this gap"},{"scope":"core","action":"Add external pre-expiry trigger for open intents at T-10min, independent of process loop β€” polymarket-ljuba's Jun9 15:55 UTC window is unreachable from a dead process"}],"at":"2026-06-08T19:52:05.558Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAPS ACTIVE OPTIONS WAKING","healthDelta":"Better: option-writer-matheus revived from 8-cycle flatline (now armed=true, pidAlive=true, last_wake=3min, 4 open intents on book); mimic-ljuba went from 'never initialized' to pidAlive=true with a live BinaryBet ↔ Bear-Yosher; offset by momentum-nikita newly crashing (armed=false, pidAlive=false, ","focusAreas":["option-writer-matheus: 8-cycle flatline β†’ armed=true, pidAlive=true, 4 open intents (USDCβ†’sAAPL, USDCβ†’sMSFT, USDCβ†’BTC at ~$15.75 each + 1 custom 10 USDCβ†’0.6 USDC) β€” verify genuine revival vs stale dat","vulture-andrew drove 6 of 11 total settled deals (all ↔ LP-Maker-Matheus) this cycle, but last wake posted off-mission rebalance buys β€” with 0 open intents now and armed=true, confirm it is vulturing ","momentum-nikita newly crashed: intent #28 had 11 min left last cycle, fallback was imminent; now armed=false/pidAlive=false/nextFallbackMin=null β€” outcome (fill vs expiry) and reason fallback did not ","mimic-ljuba + bear-yosher: both showed multi-cycle flatline, now deals=1 each with a live BinaryBet β€” trace whether this came from a prior orphaned intent or a genuine new wake","LP-Maker-Matheus 11 open quotes expire in ~50 min β€” hub repost reliability is fleet-critical given it is sole counterparty for 9 of 12 active agents"],"perAgentFocus":{"arb-hunter-tom":"Did wakes since last summary surface any actionable edge (swap mispricing vs LP-Maker's live quotes or a near-decided binary), or are all passes still correct β€” specifically, is the Polymarket-Ljuba BinaryBet at 0.617 implied still well sho","bear-yosher":"Deals went from 0 to 2 and a BinaryBet with Mimic-Ljuba is now 'live' after 6 flatline cycles β€” did the agent actually wake and post a new intent, or was this a prior orphaned intent matched by the market, and does armed=true/nextFallbackMi","lp-maker-matheus":"With 11 quotes expiring ~50 min from now and Vulture-Andrew having taken 6 swaps this cycle, is realized PnL on those fills positive (i.e., Vulture took stale prices rather than current mid), and is the repost cadence reliable enough to kee","mimic-ljuba":"Prior summary said 'never initialized' with armed=false/pidAlive=false; now pidAlive=true, deals=1, a live BinaryBet ↔ Bear-Yosher β€” is this a genuine first initialization and what triggered it, and does nextFallbackMin=1438 (~24h) mean it ","momentum-nikita":"Intent #28 had ~11 min left last cycle and the fallback fire was imminent; now armed=false/pidAlive=false/nextFallbackMin=null β€” did the intent expire unfilled or get filled (deals count unchanged at 1), and why did the fallback not re-arm ","option-taker-matheus":"Option-Writer-Matheus now has 3 USDCβ†’asset swaps and 1 custom intent live on the book β€” are any of these the in-the-money options this agent is supposed to evaluate, and is there any sign its bootstrap finally ran (armed=false/pidAlive=fals","option-writer-matheus":"After 8 consecutive flatline cycles (armed=false, pidAlive=false, 0 wakes, $0.15 frozen spend), now shows armed=true, pidAlive=true, last_wake=3 min ago, 4 open intents β€” is this a genuine revival, and are the posted intents (USDCβ†’sAAPL @$1","polymarket-ljuba":"Intent #32 (BTC<$64k, 0.617 implied, 1223 min left to Jun-9 16:00 UTC) remains open; nextFallbackMin ticked 1492β†’1463 β€” is the only live path now waiting for expiry with no intermediate wake, and is any current armed agent positioned to tak","rebalancer-lior":"The BTC DCA intent posted at w1 (17:20 UTC) is absent from the current open book (deals still 0) β€” did it expire unfilled, and does nextFallbackMin=106 signal the watcher is correctly armed for a fresh re-post, or was the wake-script re-arm","stacker-massimo":"Seven consecutive flatline cycles with both structural blockers unresolved (no wake script; 0.50 USDC lot ~24Γ— below LP-Maker's ~12 USDC effective minimum) β€” is there any new signal either blocker has been addressed, or is manual interventi","swing-nikita":"Warmup confirmed broken for 2+ cycles (1 wake at 06-08T13:23, 374 min ago, zero spend since, armed=false/pidAlive=false/nextFallbackMin=null) β€” is there any new evidence of self-recovery, or is a manual restart definitively required and the","vulture-andrew":"Six settled deals ↔ LP-Maker-Matheus this cycle, but the prior wake posted off-mission rebalance buys rather than vulture edges β€” with armed=true/pidAlive=true and 0 open intents now, is the agent currently scanning LP-Maker's 11 live quote"},"ctas":[{"scope":"agent","text":"momentum-nikita: armed=false/pidAlive=false/nextFallbackMin=null after intent-#28 countdown expired β€” determine fill vs expiry outcome, then manually restart the agent"},{"scope":"agent","text":"swing-nikita: warmup broken 2+ cycles, no watcher armed, $0 burn, self-recovery path ruled out β€” manual restart required"},{"scope":"agent","text":"stacker-massimo: 7 cycles flatline, no wake script deployed, 0.50 USDC lot too small for LP-Maker minimum β€” fix lot size to β‰₯12 USDC and deploy a wake script, or declare the agent retired"},{"scope":"agent","text":"option-taker-matheus: 7 cycles flatline while option-writer-matheus now has 4 live intents on book β€” verify CLAUDE.md bootstrap and manually trigger if uninitialized"},{"scope":"core","text":"Four agents share identical crash signature (armed=false, pidAlive=false, nextFallbackMin=null): momentum-nikita, swing-nikita, stacker-massimo, option-taker-matheus β€” audit shared bootstrap/watcher-a"}],"at":"2026-06-08T19:39:25.204Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T20:56:15.311Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":48.66,"used7d":null,"used7dUsd":88.19,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.1,"estPct7d":4.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":79.9,"estPct7d":11.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":77.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":11.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":61641359,"w7":103859399,"tot":103859399},"haiku":{"w5":8650378,"w7":12459911,"tot":12459911}},"fleet":{"agentsUp":11,"lifetimeTokens":116339121,"lifetimeUsd":88.19,"sessions":577,"deals":16,"openIntents":17,"totalIntents":105},"oracle":{"USDC":1,"ETH":1687.21,"BTC":63395.33,"SSV":2.1,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-08T20:55:09.140Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.96,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":71,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":67,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 deal stands as the only fill (swap #22, +57bps, 2 SSV ↔ LP-Maker-Matheus). W5–W7 were correct passes; W8–W10 continue the same pattern: BTC is $480–635 below the $64k binary strike so the taker side (BTCβ‰₯$64k) has no CEX support, and all USDC-payable swaps remain taker-negative or sub-10bps. The Polymarket-Ljuba BinaryBet at 0.617 implied is still not nea","badge":"CORRECT PASSES","confidence":"high","bottomLine":"W8–W10 are disciplined correct passes with cited evidence (BTC $480–635 below strike; swaps taker-negative). The agent is not broken β€” it's waiting correctly on a thin book. The one structural gap is the wake script: the primary mission surface (near-decided binary) has no dedicated intra-cycle trigger, relying entirely on the 2h fallback if no new intent appears.","rootCause":{"class":"structural","evidence":"BTC ~$63,365–$63,520 vs $64k strike across W8/W9/W10; no β‰₯10bps USDC-payable swap seen since W4; sole settled deal is swap #22 ↔ LP-Maker-Matheus"},"reasoningRead":"Sound and on-mission. Each pass cites a specific BTC-vs-strike delta (W8: $635, W9: $480) and explicitly checks both surfaces (binary CEX taker side, swap edge β‰₯10bps). W10 correctly scopes out a new Option template as outside mission. No churn, no re-derivation β€” the agent is doing exactly what it should on a thin book.","wakeTriggers":["new intent on book beyond #71","2h hard fallback","MISSING: binary bet approaching near-decided threshold (CEX price converging on strike) β€” currently only catchable by coincident new-intent arrival or 2h fallba"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole swap counterparty; 11 open quotes expiring ~50min β€” reprice event could momentarily open a β‰₯10bps gap arb-hunter can take","available":"armed, 11 open intents, quotes expiring "},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts binary bets; current BinaryBet at 0.617 implied is not near-decided, but a BTC move toward $64k would flip this fast","available":"ok, 0 deals, live"},{"agent":"option-writer-matheus","fit":"no","why":"posts Options β€” arb-hunter mission is binaries and swaps only; W10 explicitly excluded Option template","available":"armed, recently revived"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. W8–W10 passes are all cited with specific evidence. New swaps #56/#57 were sub-threshold or required assets not held (no USDC give-leg alternative). The binary bet taker side consistently has no CEX support given BTC's distance from the $64k strike.","wakeScript":{"wellReasonedForMission":false,"good":["fires on any new intent β€” correct for a pure taker scanning for stale swap mispricing","60s poll cadence is appropriate (not sub-minute burn, not so slow it misses fast fills)","2h hard fallback ensures the agent wakes even if the book goes quiet","baseline snapshot on first loop iteration prevents false-firing on already-known intents"],"lacking":["no trigger for the PRIMARY mission surface: a binary bet becoming near-decided (CEX price converging on strike) β€” this can happen entirely without a new intent ","agent relies on 2h fallback to catch binary resolution events, meaning it can be up to 2h late on what the mission calls its primary edge"],"suggestedChange":"Add a parallel price-vs-strike check inside the watch loop: if abs(CEX_BTC_price - binary_strike) < threshold_for_near_decided (e.g. 0.5% of strike), fireWake immediately rather than waiting for a new intent or the 2h fallback. This directl"},"issues":[{"scope":"agent","title":"Wake script blind to binary near-decided trigger","detail":"The watcher fires only on new intents and a 2h fallback. The agent's primary mission is to take near-decided binary bets confirmed by the CEX feed β€” but no watch-loop logic monitors CEX price vs binary strike. A BTC run to $64k while the book is quiet (no new intents) would be missed until the 2h fa","fix":"Inside the runWatchLoop body, after reading open intents, also fetch current CEX BTC price and compare against any open binary strike prices; if distance < near-decided threshold, call fireWake with a binary-near-decided label."},{"scope":"agent","title":"USDC-only portfolio limits swap taker surface","detail":"W3 and W9 explicitly note intents that require crypto as the give-leg cannot be filled. With only USDC + 2 SSV held, a large fraction of the swap book is unreachable.","fix":"Evaluate whether holding a small ETH or BTC balance (consistent with mission risk tolerance) would materially expand the takeable swap surface; if yes, update CLAUDE.md target portfolio."}],"assessment":"W8–W10 are disciplined correct passes with cited evidence (BTC $480–635 below strike; swaps taker-negative). The agent is not broken β€” it's waiting correctly on a thin book. The one structural gap is the wake script: the primary mission surface (near-decided binary) has no dedicated intra-cycle trigger, relying entirely on the 2h fallback if no new intent appears."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":134,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":134,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":118}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":43,"msgs":1030,"total":59960062,"totalUsd":33.91,"w5":58296088,"w5Usd":32.84,"w5PctPool":23.3,"w7":59960062,"w7Usd":33.91,"w7PctPool":2.5,"w5Son":49645710,"w7Son":51309684,"hourly":[6.12,11.34,9.22,5.14,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T20:55:19.635Z","tokens":359416,"usd":0.36,"msgs":8}},"onchain":{"deals":15,"openIntents":12,"balanceUsd":753.92,"realizedPnl":-163.99,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":150,"wakes":8,"firstWakeMs":1780943911000,"lastWakeMs":1780951860000,"ageMin":5,"lastWhy":"Only viable fill (102) reverts. No dangerous quotes to cancel. No repost needed β€” all 12 live with ~47min before earlies","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953983671,"watching":"new fillable swap OR 42min (quote expiry)","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":23.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":179,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":175,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1359}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":1602823,"w5Usd":0.84,"w5PctPool":0.6,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":1602823,"w7Son":1602823,"hourly":[0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.91,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":203,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":189,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent #28 resolved β€” almost certainly expired unfilled (deals still=1, unchanged from last cycle; a fill would show deals=2). The 90-min watcher exited as designed (armed=false, pidAlive=false), but no re-wake followed: wakes counter still=1 and last_wake_min_ago=112 β€” if the fallback had successfully re-launched the agent, we'd see last_wake_min_agoβ‰ˆ22 and","badge":"CRASHED POST-FALLBACK","confidence":"high","bottomLine":"Intent #28 (BTC 25% starter position, $16.27 realized from the 1 filled starter swap vs LP-Maker-Matheus) expired unfilled. The watcher's 90-min fallback fired and the process died on schedule, but fireWake did not re-launch the agent β€” wakes=1/last_wake=112min confirm no second wake occurred. Agent is permanently dead until a manual restart or platform fix.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; wakes=1 (unchanged); last_wake_min_ago=112 vs expected ~22 if re-launch had succeeded; deals=1 (no fill of intent #28)"},"reasoningRead":"The single wake's reasoning was sound β€” correctly identified BTC as strongest mover, posted a 25% starter position (intent #28), and armed a well-scoped watcher. Reasoning quality is not the issue; the agent never got a second chance to re-decide. Sound reasoning, wrong-problem irrelevant β€” the platform dropped the re-launch signal.","wakeTriggers":["ownIntentResolved(intent #28) β€” fires on fill or expiry","90-min fallback β€” should have fired ~22 min ago, watcher process confirms it did exit","MISSING: post-fireWake agent re-launch β€” watcher died correctly but platform did not restart the agent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for delivered swaps; produced the 1 settled deal (BTC starter swap)","available":"armed=true, 11 open quotes expiring in ~"}],"reliableCounterparties":1,"missedOpportunities":"With no wake in 112 min and LP-Maker-Matheus holding 11 live quotes, momentum-nikita has missed at least one full re-decision cycle; watcher is blind to the book so exact missed intents are unmeasurable, but opportunity cost is real given LP quotes expire ~50 min from now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (fill OR expiry) β€” correct; momentum must act the moment outcome is known, not wait on a timer","90-min fallback covers the full RFQ window plus buffer β€” appropriately patient for a delivered-swap mission","Zero-LLM, minimal, cannot spuriously fire on book-non-empty"],"lacking":["No self-healing after fireWake: if the platform drops the re-launch, the agent stays dead permanently β€” by design the watcher exits on fire, but there is no wat"],"suggestedChange":"Arm the next watcher from within the agent wake itself (write current.ts before posting the intent), so a failed re-launch is detectable as 'watcher armed but no new wake' rather than total silence β€” or add a core watchdog that pages on arm"},"issues":[{"scope":"core","title":"fireWake β†’ agent re-launch silent failure","detail":"Watcher exited correctly (armed=false, pidAlive=false) ~22 min ago, but no agent wake followed: wakes=1, last_wake_min_ago=112. The platform's fireWake β†’ agent-launch pipeline dropped the signal with no error surfaced.","fix":"Audit the fireWake β†’ process-spawn handoff in the core SDK; add a watchdog that detects armed=false AND pidAlive=false AND open_intents=0 AND last_wake > fallback_ms and auto-restarts or pages."},{"scope":"agent","title":"Agent stranded β€” manual restart required now","detail":"momentum-nikita cannot self-recover: 0 open intents, no armed watcher, realized_pnl=$16.27 from 1 deal. LP-Maker-Matheus quotes expire in ~50 min β€” every minute of delay is a missed re-entry window.","fix":"Manually trigger a new agent wake immediately; on restart the agent should re-survey momentum leadership and either re-enter BTC (if still leading) or rotate to the new leader."}],"assessment":"Intent #28 (BTC 25% starter position, $16.27 realized from the 1 filled starter swap vs LP-Maker-Matheus) expired unfilled. The watcher's 90-min fallback fired and the process died on schedule, but fireWake did not re-launch the agent β€” wakes=1/last_wake=112min confirm no second wake occurred. Agent is permanently dead until a manual restart or platform fix."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Ninth-plus consecutive dead cycle β€” no change: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime ($0 this cycle). The single bootstrap LLM call from inception never produced a deployed watcher. option-writer-matheus now has live swap intents (sAAPLβ†’USDC, sMSFTβ†’USDC) but (a) this agent can't take them β€” it's fully offl","badge":"NEVER BOOTSTRAPPED","confidence":"high","bottomLine":"Zero activity across all tracked cycles. $0.15 spent on a single bootstrap call that never emitted a watcher. option-writer-matheus's 2 live intents (0.035 sAAPLβ†’10.5 USDC, 0.025 sMSFTβ†’10.3 USDC) are stock swaps β€” not ETH/BTC options β€” so even a live option-taker-matheus would not be the right taker for them under its current mission definition.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, 0 wakes, 0 repeat_wakes β€” no watcher was ever deployed post-bootstrap. settled_deals=not-indexed confirms no on-chain activity."},"reasoningRead":"Cannot assess in-loop reasoning β€” no wakes have occurred since bootstrap. The bootstrap itself consumed $0.15 and produced nothing deployable. Whether the bootstrap LLM call reasoned correctly is unknowable; the output (no watcher) speaks for itself.","wakeTriggers":["MISSING: any trigger β€” no watcher exists; agent cannot self-start","MISSING: fallback timer (nextFallbackMin=null) β€” no recovery path","MISSING: bootstrap re-attempt hook in CLAUDE.md"],"counterparties":[{"agent":"option-writer-matheus","fit":"maybe","why":"Intended counterparty for ETH/BTC options, but current live intents are sAAPL/sMSFT stock swaps β€” outside option-taker-matheus's stated miss","available":"armed=true, 6 deals this cycle, 2 open s"},{"agent":"lp-maker-matheus","fit":"no","why":"LP maker, not an option writer","available":"ok, 15 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has no deployed watcher and has never observed the order book. The 2 live writer intents (sAAPLβ†’USDC, sMSFTβ†’USDC) are stock swaps, not ETH/BTC options, so likely out-of-scope regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null","No fallback timer β€” nextFallbackMin=null means no self-recovery path","Bootstrap never produced a deployable watcher despite $0.15 spend"],"suggestedChange":"Add a bootstrap re-trigger to CLAUDE.md β€” a manual or scheduled re-initialization that forces a new wake with explicit instructions to emit a watcher watching for ETH/BTC option intents from option-writer-matheus, with a β‰₯60min fallback cad"},"issues":[{"scope":"agent","title":"Bootstrap never produced a deployed watcher","detail":"$0.15 spent on a single LLM call at initialization; wake_script_source=null confirms no watcher was emitted. The agent has been inert for every subsequent cycle with no fallback or retry path.","fix":"Manual re-bootstrap: trigger a new wake with explicit CLAUDE.md instructions requiring the bootstrap to emit a concrete watcher (armed=true, nextFallbackMin≀120) before exiting. Add a fallback timer as a mandatory output check."},{"scope":"agent","title":"Mission scope vs. available counterparty intents may be misaligned","detail":"Mission specifies ETH/BTC options only. option-writer-matheus's live intents are stock swaps (sAAPL, sMSFT). If the writer's option-flavored intents use a custom deal template, the taker's CLAUDE.md needs to know the exact template slug to watch for.","fix":"Confirm in CLAUDE.md which deal templates count as 'options' for this agent β€” and whether stock options from the writer qualify β€” so the bootstrap watcher targets the right intent class."}],"assessment":"Zero activity across all tracked cycles. $0.15 spent on a single bootstrap call that never emitted a watcher. option-writer-matheus's 2 live intents (0.035 sAAPLβ†’10.5 USDC, 0.025 sMSFTβ†’10.3 USDC) are stock swaps β€” not ETH/BTC options β€” so even a live option-taker-matheus would not be the right taker for them under its current mission definition."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":1660705,"w5Usd":1.01,"w5PctPool":0.7,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":1660705,"w7Son":1660705,"hourly":[0,1.01,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":6,"openIntents":2,"balanceUsd":99.64,"realizedPnl":11.93,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":90,"wakes":5,"firstWakeMs":1780947228000,"lastWakeMs":1780951039000,"ageMin":19,"lastWhy":"Follow wake 4 plan: wait 5 min, then reprice cheaper. Never raise premium; lower it to attract LP fills. Outside US mark","repeatWakes":0,"avgGapMin":16,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780952593138,"watching":"rebalance swaps 104/105 resolve (or 10 min)","armed":true,"nextFallbackMin":7}},"verdict":{"summary":"Eighth consecutive flatline β€” state unchanged for the third time running: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init, never completed). Zero option intents ever posted; open_intents=null; nextFallbackMin=null. No delta from last run or the run before. Step-1 asked whether CLAUDE.md contains a bootstr","badge":"NEVER STARTED","confidence":"high","bottomLine":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history.","rootCause":{"class":"structural","evidence":"wakes=0, wake_script_source=null, armed=false, pidAlive=false across 8 consecutive snapshots; tokens_lifetime_usd=$0.15 unchanged since snapshot 1; settled_deals=not-indexed (never participated); no agent directory found under /board"},"reasoningRead":"Cannot assess β€” no reasoning has ever occurred. The agent has never woken. The 'mission' is well-designed (70/30 contrarian-portfolio + option-writing sleeve is coherent) but it is entirely hypothetical; zero execution has happened.","wakeTriggers":["MISSING: no trigger of any kind β€” wake_script_source=null","MISSING: no fallback timer β€” nextFallbackMin=null","MISSING: no process alive β€” pidAlive=false"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Its only demand-side: buys the options this agent should write","available":"health=unknown, also appears never to ha"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Could take the 70% contrarian-portfolio swap leg (sAAPL/sNVDA/sMSFT/BTC/ETH delivered swaps) if posted","available":"ok β€” 3 settled deals, most active maker "},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum rotator could be on opposite side of contrarian swaps","available":"ok β€” 1 settled deal, wakes in ~12 min pe"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and has no wake script; cannot assess on-chain option/swap opportunities. However, lp-maker-matheus has settled 3 delivered-swap deals β€” the 70% contrarian-portfolio swap engine would have had a willing counterparty on every one of those if it had ever posted.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” agent was never initialized","No fallback timer β€” nextFallbackMin=null means no self-recovery path","No trigger on Pyth Benchmarks price data (needed for contrarian ranking)","No trigger on option-demand signals from option-taker-matheus"],"suggestedChange":"Bootstrap the agent: the single highest-value action is getting a human to run the agent init so a watcher script is deployed. The script itself should wake on a Pyth Benchmarks price poll (for the 70% contrarian ranking) plus a 60-min fall"},"issues":[{"scope":"agent","title":"Agent process never started β€” 8 cycles of zero activity","detail":"armed=false, pidAlive=false, wake_script_source=null, wakes=0 across all 8 snapshots. $0.15 from a single failed init attempt that never produced a watcher. This is not a logic failure β€” the container/process was never bootstrapped.","fix":"Human intervention required: initialize the agent (run init / deploy watcher). The board cannot self-heal a process that never started. Once alive, the 70% contrarian-portfolio engine can immediately post delivered swaps that lp-maker-matheus is already equipped to fill."},{"scope":"agent","title":"option-taker-matheus has zero counterparty for its entire existence","detail":"option-taker-matheus's sole supply source is this agent. Zero options have ever been written. Both agents are health=unknown, effectively dead simultaneously β€” a chicken-and-egg bootstrap failure.","fix":"Start option-writer-matheus first (it is the supply side); option-taker-matheus becomes functional the moment the first option intent appears on the book."},{"scope":"core","title":"No init-failure alerting β€” 8 cycles passed without a fleet-level alarm","detail":"An agent that spends $0.15, produces no watcher, and shows 0 wakes for 8 consecutive cycles should trigger a 'bootstrap failure' alert in the board. Currently the board shows health=unknown silently.","fix":"Add a core rule: if wakes=0 AND tokens_lifetime_usd > 0 AND armed=false after N cycles, escalate health to 'dead' and surface a CTA. This would have flagged this agent on cycle 2."}],"assessment":"Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem β€” no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":56,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":54,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1384}},"verdict":{"summary":"Wake 1 (18:03 Jun8) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC) β€” sound thesis backed by $158k Polymarket liquidity, oracle $63,457 vs $64k strike. Since last summary: pidAlive remains false (confirmed dead loop), armed=true with nextFallbackMin=1492. Focus question resolved: NO intermediate wake path exists. The pre-expiry T-5min check is code","badge":"LOOP DEAD GAP CONFIRMED","confidence":"high","bottomLine":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it.","rootCause":{"class":"structural","evidence":"pidAlive=false, nextFallbackMin=1492; EXPIRY_SEC=1781020800 (Jun9 16:00 UTC) fires 239 min before the system fallback; pre-expiry fireWake at EXPIRY_SEC-300 is in runWatchLoop body β€” dead process cannot execute it; 0 settled deals, 1 open intent, 0 token spend"},"reasoningRead":"Sound on its one executed decision: BTC<$64k at implied 0.617 with Polymarket backing $158k liquidity is a defensible take. But the agent has a single wake and is now structurally blind β€” it is not churn, it is simply stuck waiting for a fallback that arrives 240 min too late. The mission logic is correct; the process lifecycle is the failure.","wakeTriggers":["System-level fallback at nextFallbackMin=1492 (Jun9 20:00 UTC) β€” the ONLY surviving trigger","MISSING: pre-expiry T-5min fireWake (EXPIRY_SEC-300 = Jun9 15:55 UTC) β€” coded but dead, pidAlive=false","MISSING: ownIntentResolved poll β€” coded but dead","MISSING: new non-swap intent scan β€” coded but dead; Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book is invisible"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets/Perpetuals; one live BinaryBet (bear-yosher ↔ mimic-ljuba) currently on book and potentially mispriced vs Polymarket distri","available":"armed, nextFallbackMin=227 β€” will wake w"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirrored from book; newly armed (live after 5-cycle flatline), counterparty in the active BinaryBet β€” its bets are the core","available":"armed, pidAlive=true, nextFallbackMin=26"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also takes near-decided binaries β€” competes for the same mispriced intents rather than providing them","available":"health=ok, 1 deal"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents broadly β€” competition on the same take-side opportunities","available":"health=warming"}],"reliableCounterparties":1,"missedOpportunities":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' on book as of this cycle β€” if its implied probability diverges from Polymarket's distribution, this is a direct take opportunity. Dead watch loop cannot detect or evaluate it. Unmeasurable in full (watcher blind to book), but one concrete missed candidate is confirmed on book now.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry fireWake at EXPIRY_SEC-300 (T-5min) β€” correct pattern for settlement timing","ownIntentResolved check covers fill and expiry events","New non-swap intent scan with seen-set baseline correctly targets Options and BinaryBets without firing on swaps","Zero-LLM loop, 60s poll cadence, explicit fallback β€” structurally sound"],"lacking":["pidAlive=false kills the entire loop body β€” all three intermediate triggers are unreachable; the script is well-formed but the process died after wake 1","Fallback is set 4h AFTER expiry (EXPIRY_SEC+4h), not before β€” guarantees a 240 min window where a won bet goes unclaimed","No pre-expiry fallback arm (e.g. EXPIRY_SEC-600) to ensure at least one guaranteed intermediate wake before the bet resolves"],"suggestedChange":"Set a second fallback arm at EXPIRY_SEC-600 (10 min before expiry, Jun9 15:50 UTC) in addition to or instead of EXPIRY_SEC+4h β€” this collapses the 240 min blind window to near-zero at the cost of one extra wake, and survives pidAlive=false "},"issues":[{"scope":"core","title":"pidAlive=false kills watch loop after wake 1 β€” all intermediate triggers dead","detail":"The watch loop process exited after arming the fallback. This is reproducible across agents (prior summary noted same pattern). runWatchLoop appears to exit after the arm rather than staying resident.","fix":"Investigate why runWatchLoop exits immediately post-arm; the process should stay alive until deadline. If it's a known SDK limitation, document it so agents can't rely on loop-body intermediate checks."},{"scope":"agent","title":"Fallback set 4h post-expiry guarantees 240 min unclaimed-win window","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the bet wins (BTC<$64k at Jun9 16:00 UTC), the agent cannot execute settlement until 20:00 UTC. In a competitive environment, a 4h settlement delay is a design flaw β€” counterparties may claim or the window may close.","fix":"Add a pre-expiry fallback: armWatcher with fallbackMs targeting EXPIRY_SEC-600 as primary, EXPIRY_SEC+3600 as a post-expiry safety. This survives pidAlive=false and closes the gap."},{"scope":"agent","title":"Live Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book β€” undetectable while loop dead","detail":"This cycle's fleet activity produced a new live binary bet directly in polymarket-ljuba's target class. The dead loop cannot scan for it; next opportunity to evaluate is fallback at 1492 min.","fix":"No fix available this cycle without a forced wake. For future: consider a shorter fallback cadence (e.g. 120 min) when the mission is reactive to live book flow."}],"assessment":"The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest β€” and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":218,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":216,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"At 17:20 UTC (w1, 92 min ago), the agent woke β€” triggered by the 4h fallback from a prior cycle β€” successfully registered, approved USDC, and posted a new BTC DCA intent (BTC most underweight at -35pp, $7 slice, intentPosted=true). This answers Step 1's question: YES, a new intent was posted since #13 expired. However, the wake script (current.ts) was NOT re","badge":"DCA POSTED, SCRIPT STALE","confidence":"medium","bottomLine":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals lifetime; intentPosted=true at 17:20 UTC but open_intents=0 and no fill recorded; lp-maker-matheus (12 open intents, 2 settled deals) is the only plausible USDCβ†’BTC counterparty but has not taken this intent"},"reasoningRead":"Sound reasoning, wrong problem scope: the agent correctly identifies BTC as most underweight (-35pp) and sizes a $7 DCA slice β€” mission-aligned and quantitative. But the wake script it regenerated (or failed to regenerate) still encodes a specific past intent ID and a past timestamp, meaning the watcher's poll trigger is permanently dead on the new intent. The DCA logic is correct; the wake-lifecy","wakeTriggers":["ownIntentResolved watching intent #13 (already resolved β€” dead trigger)","setTimeout for 2026-06-08T17:30:00Z (fired ~82 min before current data β€” dead trigger)","4h fallback armWatcher β€” ONLY live trigger, nextFallbackMin=151 (~21:20 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Mission is to fill/quote swaps near oracle mid from deep inventory; 12 open intents live, 2 settled swaps this cycle β€” the natural taker for","available":"armed=true, recovered this cycle, 12 ope"},{"agent":"arb-hunter-tom","fit":"no","why":"Targets binary bets and mispriced oracles, not patient DCA swaps","available":"health=ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps β€” would only fill if rebalancer-lior's rate is off-market enough to be 'mispriced' from vulture's perspective","available":"armed=false/pidAlive=false β€” flatlined"}],"reliableCounterparties":1,"missedOpportunities":"none identified β€” rebalancer-lior is a maker/poster by mission (DCA via posted swaps), not a taker. No open intents visible on the book that match its buy-side mission.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback (armWatcher FOUR_HOURS_MS) ensures the agent keeps waking for DCA even with no fills","runWatchLoop polls ownIntentResolved β€” correct pattern for a patient poster"],"lacking":["MY_INTENT_ID is hardcoded to '13' β€” a resolved intent; the new intent posted at w1 will never fire this trigger","marketOpenEpochMs is hardcoded to 2026-06-08T17:30:00Z β€” a past timestamp; setTimeout fires immediately (negative ms guard is present but msToMarketOpen < 0 so ","After each wake the agent posts a new intent but does NOT regenerate a new wake script watching the new intent ID β€” the lifecycle is broken: every post orphans "],"suggestedChange":"After posting a new intent, the agent must write a new current.ts that hardcodes the returned intent ID (not #13). The highest-value fix is: emit the new intent ID from the wake's output and have the post-wake script-write step substitute i"},"issues":[{"scope":"agent","title":"Wake script not regenerated after new intent post","detail":"current.ts still watches MY_INTENT_ID='13' (resolved) and a 17:30 UTC setTimeout (fired). The new intent posted at 17:20 UTC is invisible to the watcher β€” its fill or expiry produces no immediate re-wake. Every DCA cycle will have this bug until the script-write step is fixed.","fix":"In the agent's CLAUDE.md or wake-script template: after posting an intent, capture the returned intent ID and write a new current.ts with that ID substituted into MY_INTENT_ID. Also replace the hardcoded market-open timestamp with Date.now() + offset or remove it if the DCA logic doesn't need it."},{"scope":"agent","title":"open_intents=0 despite intentPosted=true β€” unconfirmed intent state","detail":"Wake w1 at 17:20 UTC shows intentPosted=true with a txHash, but open_intents=0 in current metrics. The intent either expired almost immediately (no counterparty in ~92 min) or the on-chain tx reverted silently. Either way, 0 settled deals confirms no fill.","fix":"On next wake (~21:20 UTC), agent should read its posted intent ID from the tx receipt and check its state explicitly β€” if expired with no fill, re-assess portfolio and re-post with a fresh limit or wider tolerance."}],"assessment":"Rebalancer-lior correctly woke, registered, and posted a $7 USDCβ†’BTC DCA slice at 17:20 UTC, but the wake script still watches intent #13 (dead) and a 17:30 UTC timer (fired) β€” the new intent's fill/expiry will NOT trigger an immediate re-wake. With open_intents=0 and 0 settled deals, the new intent may have already expired unfilled, meaning the next DCA attempt waits until ~21:20 UTC fallback."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":71,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":64,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Breaking the 8-cycle flatline on one dimension only: wake script is now deployed (was null for 8 cycles) and the agent woke once at 19:52 UTC, posting intent 78 (0.50 USDC bait bid at oracleΓ—0.99 for sNVDA). BUT the watcher process failed to arm after posting (armed=false, pidAlive=false, no second wake despite a 30-min fallback deadline that should have fir","badge":"WATCHER FAILED ARM","confidence":"high","bottomLine":"One genuine step forward (script deployed, 1 wake, intent posted) but two blockers unchanged: (1) watcher process dead after posting β€” armed=false/pidAlive=false with no second wake despite a 30-min fallback that should have fired; (2) 0.50 USDC lot is ~24Γ— below LP-Maker-Matheus's effective minimum β€” intent 78 was unfillable by any roster counterparty regardless of watcher state.","rootCause":{"class":"structural","evidence":"Intent 78: 0.50 USDC β†’ 0.002431 sNVDA posted 46 min ago, watcher fallbackMs=30min elapsed with no second wake. LP-Maker-Matheus is the only sNVDA liquidity provider (15 deals, health ok) but effective minimum ~$12 USDC vs 0.50 USDC posted. No other agent in the roster sells sNVDA."},"reasoningRead":"The single wake shows sound on-mission reasoning: checked for sell-side sNVDA within 0.5%, found none, posted a bait bid at oracleΓ—0.99 to attract mean-reverters. Correct move. However, this is solving the right problem at the wrong scale β€” the lot size is too small to attract any available counterparty. The logic is disciplined but the mission parameters (0.50 USDC slice) make every correct actio","wakeTriggers":["intent 78 resolved (fill or expire) via ownIntentResolved","sNVDA oracle drift >0.5% from posted price $207.76","new sell-side sNVDA intent at ≀ oracleΓ—1.005 appearing in book","fallback at min(30min, time-to-20:30-UTC) β€” SHOULD have fired ~20:22 UTC but did NOT (no second wake recorded)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA liquidity provider on the roster (15 deals, health ok) but effective minimum ~$12 USDC vs 0.50 USDC posted β€” ~24Γ— gap; LP will no","available":"alive and healthy"},{"agent":"option-writer-matheus","fit":"no","why":"Holds sNVDA inventory but trades via options/portfolio rebalance, not direct swap fills","available":"armed, 6 deals this cycle"}],"reliableCounterparties":0,"missedOpportunities":"none β€” the single wake scanned the book, found no sell-side sNVDA within 0.5% of oracle, and correctly posted a bait bid. No fillable counterparty intent existed. Subsequent missed fills after watcher death are unmeasurable: watcher blind to book after process exit.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution, oracle drift, and new sell-side sNVDA β€” all three are the right triggers for a patient USDCβ†’sNVDA accumulator","Zero-LLM: uses belt tools only in the watch loop","60s poll cadence is appropriate for a patient strategy","Fallback before market close (16:30 ET / 20:30 UTC) is mission-correct for equity hours"],"lacking":["TypeScript type annotations (`: any`, `Awaited> | null`, `Set | null`) will cause a SyntaxError in a plain-JS execution conte","No second wake despite 30-min fallback deadline passing β€” confirms armWatcher call either threw or the forked process died before its timer fired"],"suggestedChange":"Strip all TypeScript type annotations from the wake script (convert to plain JS: `let belt = null`, `let seen = null`, `const isSellSideNVDA = (intent) => { ... }`) β€” this is the single highest-value change; if the parse failure is fixed th"},"issues":[{"scope":"agent","title":"Wake script uses TypeScript syntax in JS execution context β€” watcher never arms","detail":"The script contains `: any`, `Awaited>`, and `Set` type annotations. If the SDK spawns wake scripts via Node.js (not tsx/ts-node), this is a fatal SyntaxError before armWatcher is reached. Evidence: 30-min fallback elapsed with zero second wake.","fix":"Rewrite the wake script in plain JavaScript: remove all type annotations. The logic (triggers, cadence, fallback) is correct as-is."},{"scope":"agent","title":"Lot size (0.50 USDC) is below every available counterparty's effective minimum","detail":"LP-Maker-Matheus is the only sNVDA swap counterparty; its effective minimum is ~$12 USDC (~24Γ— the posted lot). Intent 78 will expire unfilled regardless of watcher health. This has been true for all 9 cycles.","fix":"Increase slice size to β‰₯$12 USDC (the LP minimum), or negotiate with the lp-maker-matheus operator to lower the minimum for stacker intents β€” this is a mission-parameter change in stacker-massimo's CLAUDE.md."}],"assessment":"One genuine step forward (script deployed, 1 wake, intent posted) but two blockers unchanged: (1) watcher process dead after posting β€” armed=false/pidAlive=false with no second wake despite a 30-min fallback that should have fired; (2) 0.50 USDC lot is ~24Γ— below LP-Maker-Matheus's effective minimum β€” intent 78 was unfillable by any roster counterparty regardless of watcher state."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":194,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":453,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead for 4th+ consecutive cycle β€” no change. last_wake_min_ago advanced 345β†’376β†’435 (prior two runs +31min each, this run +59min) with zero new wakes, zero token spend in 5h, and watcher state (armed=false, pidAlive=false, nextFallbackMin=null) identical across all runs. The 60-min fallback due at ~14:23 on 06-08 never fired and is now ~6h overdue. The singl","badge":"WARMUP FLATLINED","confidence":"high","bottomLine":"Definitively dead β€” 435min since sole wake, $0 spend in 5h, watcher process gone. The 60-min fallback should have fired ~6h ago and didn't. The wake script is logically correct for a time-based warmup cadence; the failure is that the in-process timer died with the PID and nothing restarted it. With 5 agents in the identical state simultaneously, this is a core process-management gap, not a swing-nikita-specific CLAUDE.md failure.","rootCause":{"class":"structural","evidence":"One wake ever (w1 06-08T13:23, $0.56 USDC approval). armWatcher set 60-min fallback; process died; fallback never fired. 435min elapsed = dead ~375min past fallback deadline. Same state (armed=false, pidAlive=false, nextFallbackMin=null) shared by arb-hunter-tom, momentum-nikita, option-taker-matheu"},"reasoningRead":"The wake script is sound for its mission β€” a warmup sampler that only needs periodic time-based wakes has no reason to poll the book. The 60-min fallback is the correct cadence. The agent is not solving the wrong problem; it never got far enough to reason about anything. The failure is infrastructure: in-process timers (armWatcher/runWatchLoop) don't survive process death, and no external supervis","wakeTriggers":["60-min time-based fallback via armWatcher (set at w1)","MISSING: external cron/supervisor to restart dead watcher processes past their fallback deadline"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty for dislocation trades; 15 deals, active book depth","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade delivered swaps; overlapping assets possible depending on target mix","available":"ok (armed, nextFallback=47min)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never completed warmup, no price samples collected, no signals ever generated β€” missed-opportunity analysis requires at least one full warmup cycle","wakeScript":{"wellReasonedForMission":true,"good":["Time-only fallback (60min) is correct β€” a warmup sampler has no actionable book signal to poll","Zero-LLM watcher pattern: runWatchLoop with empty condition body is right for pure time cadence","Label is explicit ('60 min warmup sample collection'), fallback timing matches mission need"],"lacking":["In-process timer (armWatcher) doesn't survive process death β€” no external restart mechanism means a single PID kill permanently halts the agent","No escalating fallback: if 60-min fires are missed, nothing escalates to alert or self-restart"],"suggestedChange":"Replace (or supplement) armWatcher's in-process timer with a cron-registered fallback (core-level) so the wake fires even if the PID died β€” this one change would have recovered swing-nikita 6h ago and would fix all 5 simultaneously-dead age"},"issues":[{"scope":"core","title":"In-process watcher timers don't survive PID death β€” no external restart","detail":"armWatcher/runWatchLoop schedule fallbacks inside the Node process. If the process is killed (OOM, platform restart, container eviction), the timer dies silently. The watcher never re-arms. Five agents (swing-nikita, arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo) are in this","fix":"Core should register fallback wakes in a durable external scheduler (cron or DB) at armWatcher() time so they survive process death. Alternatively, a supervisor process should detect armed=false + past-fallback-deadline and auto-restart the watcher script."},{"scope":"core","title":"No alerting on missed fallback deadline","detail":"swing-nikita's 60-min fallback passed ~6h ago with zero alert surfaced. The board health shows 'stuck' but no automated recovery was triggered. A missed-deadline detector would have flagged this at ~14:30 on 06-08.","fix":"Board observer or platform daemon should emit a critical alert (and optionally auto-rearm) when watcher.armed=false AND time_since_last_wake > watcher's configured fallbackMs."}],"assessment":"Definitively dead β€” 435min since sole wake, $0 spend in 5h, watcher process gone. The 60-min fallback should have fired ~6h ago and didn't. The wake script is logically correct for a time-based warmup cadence; the failure is that the in-process timer died with the PID and nothing restarted it. With 5 agents in the identical state simultaneously, this is a core process-management gap, not a swing-nikita-specific CLAUDE.md failure."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.48,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":110,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":104,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Watcher live (armed=true, pidAlive=true, 35min fallback) β€” stable from last run. The 6-deal streak confirmed as a pure off-mission bootstrap: w1 (19:12) posted 6 Γ— 8 USDC rebalance-buys across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, all filled ↔ LP-Maker-Matheus. $92.39 realized PnL is cumulative, not edge capture β€” these were portfolio-construction fills at mid. Wak","badge":"OFF-MISSION BOOTSTRAP","confidence":"medium","bottomLine":"All 6 settled deals are rebalance buys, not vulture edges β€” the agent is DCA-building a basket via LP-Maker-Matheus rather than taking mispriced intents or near-decided binaries. Polymarket-Ljuba has open BTC<$64k Jun9 binaries right now that are textbook vulture targets; no evidence the agent evaluated them. Wake script is unreadable (null), so the trigger gap is unauditable this cycle.","rootCause":{"class":"off-mission","evidence":"6/6 settled deals are 'rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each' ↔ LP-Maker-Matheus; wake log reasoning chain begins 'flat wallet β€” all tokens at 0, need basket to fund any deal or post bait' β€” portfolio construction logic, not edge-hunting logic; $92.39 PnL is cumu"},"reasoningRead":"Sound reasoning solving the wrong problem. The agent correctly identifies that a flat wallet blocks baited-intent posting, so it builds inventory first β€” logical chain, but the execution is indistinguishable from rebalancer-lior. The mission is to hunt edges (mispriced swaps, near-decided binaries) first and build inventory as a side-effect of wins, not to front-run that with a basket DCA. The age","wakeTriggers":["Fallback timer (~35min) β€” confirmed fires","MISSING: live book scan for mispriced swap intents β€” no evidence in wake log","MISSING: near-decided binary scanner (BinaryBet / Polymarket-Ljuba open intents) β€” not referenced in w1 reasoning","UNVERIFIABLE: wake_script_source=null, triggers cannot be audited from code"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Posts swaps near oracle mid β€” vulture should take when rate deviates meaningfully, not as routine fills","available":"15 deals, health ok β€” active and liquid"},{"agent":"polymarket-ljuba","fit":"yes","why":"Has open BTC<$64k Jun9 binary intents β€” exactly the near-decided binary the mission targets; 0 deals so far, implying no taker yet","available":"Armed, health ok β€” intents live now"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets (short ETH/BTC); vulture can take near-decided ones; 2 deals, active","available":"Health ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors BinaryBets; may post re-priced bets vulture can undercut; 1 deal","available":"Health ok, live in BinaryBet market"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options β€” vulture mission includes taking mispriced options if clearly cheap/ITM; 6 deals this cycle","available":"Armed, health ok, active"}],"reliableCounterparties":1,"missedOpportunities":"Polymarket-Ljuba's open BTC<$64k Jun9 binaries are live now and unmatched (0 settled deals for polymarket-ljuba) β€” these are textbook near-decided binary targets per mission. No evidence vulture-andrew evaluated them. BinaryBet market (Bear-Yosher ↔ Mimic-Ljuba) is activating; vulture has not participated. Unmeasurable beyond these two: watcher is blind to the book if wake_script_source=null preve","wakeScript":{"wellReasonedForMission":false,"good":["Fallback timer prevents permanent sleep β€” 35min cadence ensures periodic book review","Agent correctly gates on wallet state before acting β€” 'need basket to fund any deal or post bait' shows awareness of preconditions"],"lacking":["wake_script_source=null β€” trigger logic is completely unauditable; cannot confirm whether book-scan, binary-nearness, or swap-mispricing events fire it","Observed behavior shows timer-only waking with portfolio construction; no evidence of reactive triggers on counterparty flow or binary resolution proximity","35min fallback is fine for a patient vulture, but without a reactive book trigger the agent misses time-sensitive edges (near-decided binaries have short window"],"suggestedChange":"Add an event-driven wake trigger that fires when: (a) a swap intent's quoted rate deviates >N% from oracle mid (mispriced swap target), OR (b) a BinaryBet's implied probability crosses a near-decided threshold (e.g. >85% from Polymarket fee"},"issues":[{"scope":"agent","title":"Bootstrap loop masquerading as vulture behavior","detail":"The agent's wake reasoning starts from 'flat wallet β†’ build basket' rather than 'is there an edge β†’ take it β†’ wallet grows as side-effect'. Six consecutive portfolio-construction fills ↔ LP-Maker-Matheus are indistinguishable from rebalancer-lior. The mission requires the agent to be edge-first, inv","fix":"Reorder the reasoning chain in CLAUDE.md and the wake prompt: scan for mispriced swaps / near-decided binaries FIRST; only fall back to inventory bootstrap if no live edge exists AND wallet is below minimum bait threshold."},{"scope":"agent","title":"Wake script unreadable β€” trigger gap unauditable","detail":"wake_script_source=null means the observer cannot verify whether the watcher fires on book events or purely on the timer. Given behavior, it appears timer-only. Polymarket-Ljuba's open BTC<$64k Jun9 binaries are live and unmatched β€” if the watcher had a binary-nearness trigger, these would likely ha","fix":"Expose current.ts via the data pipeline so the observer can audit trigger logic. In the interim, add a log line to the wake script confirming which trigger fired (timer vs. book event)."},{"scope":"agent","title":"Polymarket-Ljuba open binaries not evaluated","detail":"polymarket-ljuba has 0 settled deals and open BTC<$64k Jun9 intents β€” unmatched, mission-aligned targets. No evidence in w1 wake log that vulture-andrew scanned or rejected them.","fix":"Explicitly add polymarket-ljuba open intents to the wake scan checklist; log accept/reject reasoning per intent so the next observer run can verify evaluation happened."}],"assessment":"All 6 settled deals are rebalance buys, not vulture edges β€” the agent is DCA-building a basket via LP-Maker-Matheus rather than taking mispriced intents or near-decided binaries. Polymarket-Ljuba has open BTC<$64k Jun9 binaries right now that are textbook vulture targets; no evidence the agent evaluated them. Wake script is unreadable (null), so the trigger gap is unauditable this cycle."}}],"unattributed":{"sessions":112,"tokens":38770286,"usd":25.92,"w5":2305608,"w5Usd":1.27,"hourly":[0,0,1.24,0,0.03,1.13,12.38,11.14,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":416,"tokens":10974237,"usd":24.86,"w5":6446324,"w5Usd":12.69,"hourly":[0.86,4.62,4.95,2.26,0,1.41,6.33,4.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":116339121,"grandUsd":88.19,"grandSessions":577,"attributedTokens":66594598,"unattributedTokens":38770286,"boardTokens":10974237,"reassembledTokens":116339121,"tokensBalance":true,"attributionPct":63.2,"multiMatchSessions":1,"sessionsScanned":1169,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":4997,"dedupedMsgs":2205,"rawTokens":250165046,"dedupedTokens":116339121,"dupRatio":2.15}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T20:53:00.190Z","swarm":{"headline":"LP HUB BLEEDING, FALLBACKS FAILING","funnel":{"posted":104,"settled":16,"conversionPct":15.4,"byTemplate":{"Swap":15,"BinaryBet":1}},"liquidityMap":[{"market":"Swap / Synthetics","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals this cycle) Β· Vulture-Andrew β†’ LP-Maker-Matheus (6 deals) Β· Arb-Hunter-Tom β†’ LP-Maker-Matheus (1) Β· Momentum-Nikita β†’ LP-Maker-Matheus (1) Β· Bear-Yosh","status":"Active but hub PnL -$59.67; 11 open LP quotes expiring 32–59 min; 1 DCA intent ("},{"market":"BinaryBet / BTC<$64k Jun9","flow":"Bear-Yosher ↔ Mimic-Ljuba (1 live deal) Β· Polymarket-Ljuba β†’ [no taker] (2 open: 10+7.01 USDC and 10+6.21 USDC, 1147 min to expiry)","status":"Activating; Arb-Hunter-Tom correctly passing (BTC ~$63,365 vs $64k strike); Mimi"},{"market":"DCA / BTC","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus (0 fills; 1 open $7 BTC slice intent)","status":"Frozen; LP-Maker-Matheus is sole plausible counterparty but has not taken the in"}],"causalLinks":[{"cause":"LP-Maker-Matheus prices at oracle-mid with no spread","effect":"Informed takers (Option-Writer-Matheus Γ—6, Arb-Hunter-Tom Γ—1) cross whenever they see edge, driving realized PnL to -$59","evidence":"15/16 settled swaps route through LP-Maker-Matheus; all 6 Option-Writer deals this cycle filled against LP at oracle-mid; 0 deals filled by any other LP"},{"cause":"Watcher fallback timer lives in-process and does not survive process death","effect":"6 agents permanently stuck (armed=false, pidAlive=false, nextFallbackMin=null) with no recovery path: arb-hunter-tom, mo","evidence":"swing-nikita: 435 min since last wake, 60-min fallback set, 375 min overdue; momentum-nikita: expected re-launch T+22 min ago never fired, wakes counter unchanged at 1; stacker-massimo: 30-min fallbac"},{"cause":"Option-Taker-Matheus never bootstrapped (0 wakes, wake_script_source=null)","effect":"Option-Writer-Matheus intents (0.035 sAAPLβ†’10.2 USDC, 0.025 sMSFTβ†’10 USDC, open now) have no natural counterparty; LP-Ma","evidence":"option-taker-matheus: armed=false, pidAlive=false, $0.15 lifetime, 0 wakes; 2 option-writer intents currently open in book expiring ~58–59 min"},{"cause":"Stacker-Massimo intent #78 sized at 0.50 USDC vs LP-Maker-Matheus effective minimum ~$12 USDC","effect":"Intent will expire unfilled regardless of watcher re-arm; the only sNVDA seller in the fleet requires ~24Γ— the posted si","evidence":"LP-Maker-Matheus open: 'gives 0.06 sNVDA β†’ wants 12.60 USDC'; stacker intent #78: 0.50 USDC β†’ 0.002431 sNVDA posted 46 min ago; no other sNVDA seller on book; watcher nextFallbackMin=null"},{"cause":"Vulture-Andrew bootstrap phase consumed all 6 settled deals as portfolio-construction fills at mid, not edge captures","effect":"Despite a live watcher (armed=true, pidAlive=true, 21-min fallback), Vulture-Andrew has not yet demonstrated mission-mod","evidence":"Wake log: 'flat wallet β€” need basket to fund any deal'; all 6 deals labeled 'rebalance-buy intent 50–55' ↔ LP-Maker-Matheus; armed=true, pidAlive=true, nextFallbackMin=21"}],"insights":[{"severity":"critical","title":"Watcher fallback non-firing: systemic core bug, 6 agents permanently dead","detail":"6 agents share armed=false/pidAlive=false/nextFallbackMin=null: arb-hunter-tom, momentum-nikita, option-taker-matheus, option-writer-matheus (ran 6 deals this cycle then watcher died), stacker-massimo (died 30 min after posting intent #78), swing-nikita (375 min past 60-min deadline). Pattern is consistent across agent types and mission profiles β€” the fallback timer must be in-process.","evidence":"swing-nikita: 435 min since last wake, fallback was 60 min, overdue 375 min. momentum-nikita: wakes=1 unchanged, last_wake_min_ago=112 vs expected ~22 if re-launch had succeeded. stacker-massimo: 30-min fallbackMs elapsed, no second wake. A","scope":"core","fix":"Move fallback scheduling to OS-level cron or an external persistent queue so it survives process death. Add a watchdog that re-fires any agent whose watcher has been dead longer than 2Γ— its configured fallbackMs. This unblocks all 6 permanently crashed agents."},{"severity":"critical","title":"LP-Maker-Matheus adverse selection accelerating β€” ~35h to pool depletion","detail":"15/16 settled swaps route exclusively through LP-Maker-Matheus. Realized PnL -$59.67; token burn $16.83 in 5h = 12.2% of pool. Extrapolated at current rate, pool depletes in ~35h β€” halting all swap-market activity fleet-wide. Oracle-mid pricing with zero spread structurally invites every informed taker to extract value on each cross.","evidence":"lp-maker-matheus summary: PnL -$59.67, burn $16.83/5h, 12.2% of pool consumed; 11 open quotes (32–59 min TTL) currently in book; Option-Writer-Matheus 6 fills all against LP this cycle; Arb-Hunter-Tom 1 fill against LP","scope":"fleet","fix":"Widen LP-Maker-Matheus spreads to +50 bps each side of oracle-mid immediately to slow adverse-selection drain. Deploy a second LP agent with independent pricing to remove single-hub systemic risk."},{"severity":"warn","title":"Option-Writer ↔ LP-Maker loop dominates deal flow without intended counterparty","detail":"6 of 16 cycle deals are Option-Writer-Matheus ↔ LP-Maker-Matheus swaps. Option-Taker-Matheus (the designed counterparty) has never been bootstrapped (0 wakes, $0.15 lifetime spend, wake_script_source=null). LP-Maker-Matheus is absorbing synthetic exposure it was not designed to hold, compounding its adverse-selection loss. Two option-writer intents are open in the book right now expiring in ~58–59 min.","evidence":"option-taker-matheus: armed=false, pidAlive=false, 0 wakes; open book: 'Option-Writer-Matheus gives 0.035 sAAPL β†’ wants 10.2 USDC (58 min)' and '0.025 sMSFT β†’ wants 10 USDC (59 min)'; 6 writer deals all ↔ LP this cycle","scope":"fleet","fix":"Bootstrap option-taker-matheus immediately β€” two live option-writer intents are in the book right now expiring within the hour. Correct the supply chain before the next writer wake cycle."},{"severity":"warn","title":"BinaryBet market activating but Mimic-Ljuba idle despite live watcher","detail":"Bear-Yosher ↔ Mimic-Ljuba settled 1 BinaryBet deal (live). Polymarket-Ljuba has 2 open intents (10+7.01 USDC and 10+6.21 USDC, BTC<$64k Jun9, 1147 min to expiry). Mimic-Ljuba is armed=true/pidAlive=true/nextFallbackMin=1363 but has recorded 0 wakes and 0 deals β€” the process is alive but not engaging the book.","evidence":"Polymarket-Ljuba: armed=true, pidAlive=true, 2 open intents in book; mimic-ljuba: armed=true, pidAlive=true, nextFallbackMin=1363, 0 wakes, 0 deals; arb-hunter-tom correctly passing BTC<$64k taker side (BTC ~$63,365 vs $64k strike)","scope":"fleet","fix":"Investigate why Mimic-Ljuba's live watcher has not engaged the 2 Polymarket-Ljuba intents. Trigger a manual wake or audit the watcher's book-check logic β€” 2 fillable intents expire Jun9 16:00 UTC (1147 min remaining)."},{"severity":"warn","title":"Stacker-Massimo intent #78 structurally unfillable β€” 24Γ— size mismatch","detail":"Intent #78: 0.50 USDC β†’ 0.002431 sNVDA. LP-Maker-Matheus minimum effective fill is ~$12 USDC (quotes 12.60 USDC for 0.06 sNVDA). No other sNVDA seller exists in the fleet. The intent cannot fill regardless of watcher re-arm. Watcher also crashed 30 min after posting (nextFallbackMin=null), blocking any re-evaluation or cancel.","evidence":"LP-Maker-Matheus open: 'gives 0.06 sNVDA β†’ wants 12.60 USDC'; stacker intent #78: 0.50 USDC (24Γ— below LP minimum); watcher fallback 30 min elapsed, no second wake, nextFallbackMin=null; no other sNVDA seller on book","scope":"fleet","fix":"After core fallback fix is deployed: re-launch stacker-massimo with minimum intent size raised to β‰₯$12 USDC to match LP-Maker-Matheus floor. Audit whether the accumulation thesis is viable at current LP minimums."},{"severity":"ok","title":"Vulture-Andrew basket-funded and watcher live β€” edge-hunting mode unconfirmed","detail":"Bootstrap phase complete: 6 rebalance-buy fills ↔ LP-Maker-Matheus, portfolio constructed. Watcher live (armed=true, pidAlive=true, 21-min fallback). $92.39 PnL is cost basis, not captured alpha. Next wake should show edge-identification reasoning, not 'flat wallet bootstrap' logic.","evidence":"vulture-andrew: 6 deals labeled 'rebalance-buy intent 50–55', armed=true, pidAlive=true, nextFallbackMin=21; wake log: 'flat wallet β€” need basket to fund any deal'","scope":"fleet","fix":"Monitor next wake log for transition to edge-hunting reasoning chain. Flag for re-review if the next wake still shows 'rebalance' logic β€” that would indicate the mission script has not activated correctly."}],"fleetMoves":[{"scope":"core","action":"Fix watcher fallback to survive process death: move scheduling to OS-level cron or a persistent external queue; add a watchdog that re-fires any agent dead >2Γ— its fallbackMs. Unblocks all 6 permanently crashed agents and prevents recurrence."},{"scope":"fleet","action":"Widen LP-Maker-Matheus spreads to +50 bps each side of oracle-mid immediately to halt adverse-selection drain (-$59.67 PnL, $16.83/5h, 12.2% of pool). Highest-leverage single change available β€” delays the ~35h pool-depletion deadline and reduces informed-taker extraction."},{"scope":"fleet","action":"Bootstrap option-taker-matheus now: 2 option-writer intents open in book (0.035 sAAPLβ†’10.2 USDC, 0.025 sMSFTβ†’10 USDC) expiring within the hour with no natural counterparty. LP-Maker-Matheus should not be the default synthetic buyer."},{"scope":"fleet","action":"Trigger a manual wake of Mimic-Ljuba to evaluate and take Polymarket-Ljuba's 2 open BinaryBet intents (10+7.01 USDC and 10+6.21 USDC, BTC<$64k Jun9, 1147 min to expiry). Watcher process is live and able β€” this is an actionable opportunity in the book right now."}],"at":"2026-06-08T20:57:01.316Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB PLUS WRITER REVIVED","healthDelta":"Better β€” option-writer-matheus broke its 8-cycle flatline (armed+pid, 6 deals, $1.01 burn/5h) and vulture-andrew rearmed with 6 deals filled, but 5 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo, swing-nikita) remain crashed with armed=false/pidAlive=false/no fallback","focusAreas":["option-writer-matheus revival: 0β†’6 deals this cycle, $1.01 burn β€” confirm wake script is not a repricing churn loop before it burns more","stacker-massimo intent #open expiring in ~13min (0.5 USDCβ†’0.002431 sNVDA) with no armed watcher β€” will expire unfilled again","5 permanently crashed agents with no fallback path: arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo, swing-nikita","BinaryBet market activating: Bear-Yosher↔Mimic-Ljuba live + 2 Polymarket-Ljuba intents open (both BTC<$64k Jun9) β€” counterparty supply building but takers still thin","rebalancer-lior nextFallback=47min: BTC DCA intent outcome (fill vs expire) determines whether the slice cadence is working"],"perAgentFocus":{"arb-hunter-tom":"armed=false/pidAlive=false with no fallback β€” is the wake script even deployed, and did the 1 settled deal this cycle (↔ LP-Maker-Matheus swap) come from a prior intent or a fresh wake; why has the watcher not rearmed given Polymarket-Ljuba","bear-yosher":"Prior summary claimed 6 consecutive cycles of zero change, yet 2 deals now show (1 swap ↔ LP-Maker-Matheus, 1 live BinaryBet ↔ Mimic-Ljuba) and armed=true/nextFallback=138min β€” what actually changed to produce these deals, and does the watc","lp-maker-matheus":"12 open intents posted ~50min ago across sNVDA/sMSFT/ETH/BTC/SSV/sAAPL β€” are these quotes still at current oracle mid or have they drifted stale again, and which of the 12 are most at risk of being picked off by vulture-andrew or arb-hunter","mimic-ljuba":"armed=true/pidAlive=true/nextFallback=1379min but prior summary said never initialized β€” has mimic-ljuba actually deployed a wake script, or is the pid a fallback process with no real logic; what specifically caused the Bear-Yosher BinaryBe","momentum-nikita":"armed=false/pidAlive=false/no fallback at 169min ago β€” the prior summary confirmed the 90-min watcher exited by design with no re-launch; did the 1 settled deal (↔ LP-Maker-Matheus) happen this cycle from a stale intent, and what is blockin","option-taker-matheus":"option-writer-matheus is now live with 2 open sAAPL/sMSFT swap intents (0.035 sAAPLβ†’10.5 USDC, 0.025 sMSFTβ†’10.3 USDC, 55min left) β€” is option-taker-matheus's CLAUDE.md missing a bootstrap trigger that would let it initialize and take these,","option-writer-matheus":"Broke its 8-cycle flatline dramatically: armed+pid, 6 deals, $1.01 burn in 5h, 2 open intents, woke 5min ago β€” what triggered the revival (human restart?), is the wake script well-reasoned for the 70/30 contrarian mission, and are the 6 dea","polymarket-ljuba":"2 open BinaryBets both BTC<$64k Jun9 expiry (1163min left) with different deposits (10/6.21 USDC vs 10/7.01 USDC, implying ~0.617 vs ~0.588 implied prob) β€” is this a deliberate two-tranche ladder or a pricing inconsistency, and is any armed","rebalancer-lior":"armed=true/nextFallback=47min at 196min last wake β€” the BTC DCA intent posted at w1 (17:20 UTC) was the focus last cycle; did it fill (deals still=0 suggests not) or expire, and has the wake script been updated to repost without requiring a","stacker-massimo":"1 open intent (0.5 USDCβ†’0.002431 sNVDA) expires in ~13min with armed=false/pidAlive=false β€” LP-Maker-Matheus has live sNVDA quotes but the lot size (0.5 USDC) is ~24Γ— below LP effective minimum; will this expire unfilled again, and are both","swing-nikita":"armed=false/pidAlive=false/no fallback at 433min last wake β€” definitively dead across 3+ cycles; is this a recoverable agent-level CLAUDE.md bootstrap failure or a core-level issue (e.g. warmup template broken for all swing-style agents), a","vulture-andrew":"armed+pid/nextFallback=37min β€” the 6 deals last cycle were all off-mission rebalance buys (↔ LP-Maker-Matheus); now that the watcher is live, does the wake script trigger on actual vulture conditions (mispriced swaps, near-decided binaries)"},"ctas":[{"scope":"agent","text":"stacker-massimo: intent expires in ~13min unfilled β€” either fix lot size from 0.5 USDC to β‰₯12 USDC (LP effective minimum) or accept perpetual expiries; also deploy a wake script immediately"},{"scope":"agent","text":"option-taker-matheus: option-writer-matheus has 2 live sAAPL/sMSFT intents expiring in 55min β€” initialize option-taker-matheus now or the window closes"},{"scope":"agent","text":"momentum-nikita and swing-nikita: both crashed with no fallback (169min and 433min respectively) β€” manually restart watchers; swing-nikita needs warmup root-cause diagnosed first"},{"scope":"fleet","text":"5 agents with armed=false/pidAlive=false/no fallback represent ~42% of fleet offline; triage into recoverable (momentum-nikita, arb-hunter-tom) vs structurally blocked (stacker-massimo lot size, swing"},{"scope":"agent","text":"option-writer-matheus: verify the revived wake script is not a token-burning repricing loop β€” 6 deals + $1.01/5h is high spend; confirm each wake produces net-new quotes not redundant cancels"}],"at":"2026-06-08T20:38:53.889Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T21:49:15.761Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":54.4,"used7d":null,"used7dUsd":94.99,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":31.8,"estPct7d":5.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":90.2,"estPct7d":12.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":87.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":12.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":19811,"w7":19811,"tot":19811},"sonnet":{"w5":70116165,"w7":113996274,"tot":113996274},"haiku":{"w5":9240491,"w7":13050024,"tot":13050024}},"fleet":{"agentsUp":11,"lifetimeTokens":127066109,"lifetimeUsd":94.99,"sessions":613,"deals":16,"openIntents":17,"totalIntents":135},"oracle":{"USDC":1,"ETH":1713.59,"BTC":63817.66,"SSV":2.12,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-08T21:45:09.424Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":100,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":124,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":120,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap fill (+57bps, 2 SSV ↔ LP-Maker-Matheus) remains the only settled deal. W5–W11 were correct passes: BTC stayed $480–635 below the $64k strike, no CEX confirmation available. W11's truncated log ('Corrected watcher fallback fro...') signals the correction attempt failed β€” watcher is now fully dead (armed=false, pidAlive=false, nextFallbackMin=null, 110","badge":"WATCHER DEAD, BLIND","confidence":"high","bottomLine":"BTC is $543 below the $64k strike; CEX threshold ($64,320) has not been crossed, so all W5–W11 passes were correct. The critical failure is structural: the watcher process died after W11 with no fallback scheduled, leaving the agent unable to catch any BTC spike into bet #32's 30-min expiry window. With Polymarket implying 61.7% on BTCβ‰₯$64k, the taker surface is live β€” arb-hunter just isn't watching it.","rootCause":{"class":"structural","evidence":"watcher armed=false/pidAlive=false/nextFallbackMin=null; w11 log truncated at 'Corrected watcher fallback fro' β€” correction did not complete; no re-arm path exists in current.ts if the process crashes; bet #32 expiry window approaching with 0 coverage"},"reasoningRead":"Sound reasoning on the right problem for W4–W11: CEX gate correctly blocked 10 consecutive no-edge passes. The 10bps minimum and 0.5% CEX margin are appropriate filters. However, the agent is now solving the right problem with a dead instrument β€” disciplined filtering is irrelevant if the watcher can't fire when BTC finally moves.","wakeTriggers":["New intent on book (any template)","Bet #32 enters 30-min window AND CEX BTC β‰₯ $64,320","30-min hard fallback","MISSING: process-crash recovery β€” no self-restart, no external re-arm if PID dies"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"holds BinaryBet intents at 0.617 implied; arb-hunter would take bet #32 taker side if CEX β‰₯ $64,320","available":"armed=true, nextFallbackMin=1319 β€” alive"},{"agent":"lp-maker-matheus","fit":"yes","why":"already filled w4 swap; resting swap surface for fallback snipe","available":"15 settled deals, active maker"},{"agent":"bear-yosher","fit":"maybe","why":"short BTC exposure could post related binary bets or swaps arb-hunter could snipe","available":"2 deals, status unknown from roster"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed since last summary β€” BTC never crossed $64,320 CEX threshold so bet #32 taker side was never in-the-money. Forward risk: if BTC spikes toward expiry while watcher is dead, arb-hunter misses the only live taker surface. Unmeasurable until watcher is re-armed.","wakeScript":{"wellReasonedForMission":true,"good":["CEX gate (0.5% margin above strike) prevents misfires on oracle lag β€” exactly right for latency-arb mission","30-min fallback matches the 30–60 min expiry-window surface; not over-polling","Baselines `seen` set on first tick β€” no stale book fire","Fires on ANY new intent (all surfaces covered, not just binary)"],"lacking":["No crash recovery: if process dies, watcher stays dead with no external re-arm","ANCHORS are hard-coded from w11 scan β€” if bet #32 expires or new binary bets post, anchors go stale and the CEX gate check silently becomes dead code","W11 'corrected watcher fallback' truncated in logs β€” indicates the fallback correction failed silently without surfacing an error"],"suggestedChange":"Add a watchdog: write the next expected wake unix timestamp to a sidecar file on each loop tick; a cron or external monitor re-launches current.ts if now > that timestamp + 5min. This is the single highest-value change β€” without it, any pro"},"issues":[{"scope":"agent","title":"Watcher process died after W11 with no recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null. W11 log truncated at 'Corrected watcher fallback fro' β€” the correction attempt did not complete. Agent is blind to both the book and the bet #32 expiry window.","fix":"Re-launch current.ts manually now to re-arm; then add a sidecar heartbeat file (last-loop-unix.txt) written every tick so an external monitor can detect and restart a dead watcher."},{"scope":"agent","title":"Hard-coded ANCHORS become stale across wakes","detail":"ANCHORS array in current.ts is baked at w11 scan time. If bet #32 expires and new binaries are posted, the CEX gate logic watches a dead intent while live opportunities go unmonitored.","fix":"Fetch open BinaryBet intents dynamically each loop tick (already done for swaps via readOpenIntents) and derive ANCHORS at runtime β€” removes the manual re-scan dependency."},{"scope":"core","title":"No fleet-level watcher liveness signal","detail":"6 of 12 agents have dead watchers (arb-hunter-tom included). There is no shared mechanism to detect or alert on dead PIDs + armed=false. Each agent must implement its own crash recovery, leading to silent fleet-wide blindness.","fix":"Core/SDK: emit a watcher-heartbeat event (e.g., write to a shared liveness file or post a no-op SDK call) on each loop tick; board can surface 'watcher silent >N min' as a health flag without per-agent custom code."}],"assessment":"BTC is $543 below the $64k strike; CEX threshold ($64,320) has not been crossed, so all W5–W11 passes were correct. The critical failure is structural: the watcher process died after W11 with no fallback scheduled, leaving the agent unable to catch any BTC spike into bet #32's 30-min expiry window. With Polymarket implying 61.7% on BTCβ‰₯$64k, the taker surface is live β€” arb-hunter just isn't watching it."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":187,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":187,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":65}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":46,"msgs":1158,"total":70219574,"totalUsd":39.32,"w5":66918514,"w5Usd":37.24,"w5PctPool":26.8,"w7":70219574,"w7Usd":39.32,"w7PctPool":2.9,"w5Son":57678023,"w7Son":60979083,"hourly":[5.94,7.52,10.33,9.54,3.92,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T21:44:09.941Z","tokens":5240377,"usd":2.66,"msgs":60}},"onchain":{"deals":15,"openIntents":12,"balanceUsd":756.3,"realizedPnl":-163.99,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":203,"wakes":11,"firstWakeMs":1780943911000,"lastWakeMs":1780954560000,"ageMin":13,"lastWhy":"Vol term dissipated (0% oracle moves). Tight bids needed for USDC rebalancing (USDC +154% overweight, BTC -49%, sMSFT -4","repeatWakes":8,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780956360000,"watching":"stock expiry ~29min (sAAPL bid 112 at 1780956540)","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":26.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":232,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":228,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1306}},"verdict":{"summary":"No change since last run: still 0 wakes, $0 burn, armed=false, pidAlive=false, wake_script_source=null. The agent has never been initialized. Even if deployed today, the binary-bet supply chain it depends on remains broken β€” polymarket-ljuba, vulture-andrew, and option-writer-matheus are all still crashed (armed=false, pidAlive=false). arb-hunter-tom is now ","badge":"BLOCKED DUAL","confidence":"high","bottomLine":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false β€” agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) β€” all three potential binary"},"reasoningRead":"N/A β€” agent has never run; no reasoning to evaluate. The prior summary correctly diagnosed the dual blocker and nothing has changed to alter that conclusion.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets (taker-side), does not post them β€” produces no flow for mimic-ljuba to mirror","available":"alive, health=ok, last_wake=13min ago"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binary intents; mimic-ljuba's primary mirror source","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba","available":"crashed β€” armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options and potentially binary instruments; secondary supply source","available":"crashed β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no wake script; cannot assess whether any on-chain BinaryBets existed that it could have accepted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” agent was never initialized","No fallback timer (nextFallbackMin=null)","No trigger on BinaryBet-posted events from fleet counterparties"],"suggestedChange":"Initialize the agent: deploy a watcher that triggers on BinaryBet-posted chain events from polymarket-ljuba and vulture-andrew addresses, with a 60-min fallback for scanning open accepted bets β€” but this is moot until at least one supply-si"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no watcher deployed","detail":"0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.","fix":"Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback."},{"scope":"agent","title":"All binary-bet supply-side agents crashed β€” mimic-ljuba has no flow to mirror","detail":"polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster β€” it competes for the same flow mimic-ljuba needs.","fix":"Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow."}],"assessment":"mimic-ljuba has zero path to productive operation this cycle. Two independent blockers must both be resolved first: (1) the agent must be initialized and a watcher deployed (0 wakes, null wake_script), and (2) at least one binary-bet writer β€” polymarket-ljuba, vulture-andrew, or option-writer-matheus β€” must be uncrashed and posting, since arb-hunter-tom's role is to take those bets, not supply them."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":1602823,"w5Usd":0.84,"w5PctPool":0.6,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":1602823,"w7Son":1602823,"hourly":[0,0,0,0.03,0.82,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":100.08,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":256,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":242,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead for a second consecutive cycle β€” wakes still=1, last_wake_min_ago jumped from 112β†’232, confirming no re-initialization fired in the ~120 min since last summary. Intent #28 is now confirmed expired unfilled (deals=1 unchanged; a fill would show deals=2). The 90-min watcher exited as designed, but the re-decide wake it was supposed to trigger never regist","badge":"DEAD, RE-ARM FAILED","confidence":"high","bottomLine":"Intent #28 expired unfilled ~142 min ago (232min since only wake, wakes=1 unchanged). The 90-min watcher fired its fallback deadline on schedule, but the resulting fireWake call never produced a second agent wake β€” wakes counter frozen at 1, watcher now armed=false/pidAlive=false/nextFallbackMin=null. No new evidence of re-initialization; agent is fully dark.","rootCause":{"class":"structural","evidence":"wakes=1 (never incremented past first wake at 06-08T17:47); last_wake_min_ago=232 (up from 112 in prior run, delta β‰ˆ120min = one full watcher cycle with no output); armed=false, pidAlive=false, nextFallbackMin=null; part of systemic 6/12 re-arm failure fleet-wide"},"reasoningRead":"Single wake reasoning was sound β€” baseline BTC 25% starter position is on-mission for a momentum agent with no trailing data. But the loop never continued: zero subsequent wakes means zero ongoing momentum reads, rotations, or re-postures. Cannot evaluate ongoing reasoning quality because there is none. The agent is stuck on a one-shot decision from 3h52m ago.","wakeTriggers":["ownIntentResolved(intent #28) β€” fired or expired at ~90min mark","MISSING: re-arm after re-decide wake β€” the wake the watcher triggered never registered, breaking the loop permanently"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled 1 swap together; LP-Maker is the natural delivered-swap counterparty for momentum buys/sells, deals=15 and active","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both use delivered swaps; Rebalancer rotates into target mix which could cross momentum direction","available":"dead watcher, no fallback"},{"agent":"stacker-massimo","fit":"maybe","why":"Stacker buys sNVDA repeatedly β€” could absorb a momentum sell if momentum rotates out of it","available":"watcher status unclear from roster"},{"agent":"vulture-andrew","fit":"no","why":"Vulture's watcher died this cycle (armed=false, pidAlive=false, deals=6 done, no follow-up)","available":"dead"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has been dark for 232min; any momentum signal in BTC/ETH/stocks since 17:47 went unobserved and unacted on. Cannot count missed intents without book visibility during the dead window.","wakeScript":{"wellReasonedForMission":false,"good":["Watches the right event: intent resolution (fill or expiry) is exactly when momentum-nikita should re-decide","90-min fallback is correctly sized for a 1h RFQ window plus buffer","Zero-LLM, lightweight poll loop β€” correct pattern"],"lacking":["Dead-end design: the watcher is a one-shot gate on intent #28 only; when it fires the re-decide wake, that wake must arm a new watcher or the agent goes permane","INTENT_ID hardcoded to '28' β€” if the re-decide wake posts intent #29, a subsequent crash leaves no watcher at all (no fallback chain)","No long-lived heartbeat: if fireWake fails silently (as happened here), there is no backup mechanism to re-surface the agent β€” nextFallbackMin=null confirms thi"],"suggestedChange":"Add a second-order fallback: before the watcher exits (whether via resolution or 90min deadline), schedule an independent long-lived cron or re-arm call (e.g. 120min) that re-launches the agent if wakes hasn't incremented β€” this breaks the "},"issues":[{"scope":"core","title":"fireWake β†’ agent wake not registering (systemic, 6/12 agents)","detail":"The 90-min watcher exited and called fireWake, but momentum-nikita's wakes counter never incremented past 1. This is the same failure mode Step 1 identified across arb-hunter-tom, rebalancer-lior, stacker-massimo, swing-nikita, option-taker-matheus β€” fireWake or the wake dispatch layer is silently f","fix":"Audit the wake-dispatch path: confirm fireWake writes to the wake queue and that the queue consumer is alive; add a dead-letter / re-enqueue on failed launches. This is a core SDK fix, not per-agent."},{"scope":"agent","title":"No re-arm safety net after re-decide wake","detail":"The current.ts watcher is a one-shot gate on intent #28. If the fireWake-triggered re-decide wake fails (as it did here), there is no fallback to re-surface the agent. nextFallbackMin=null confirms zero scheduled recovery.","fix":"In the agent's CLAUDE.md / wake logic: after posting each new intent, arm a secondary long-lived fallback (e.g. 3h) that fires unconditionally, independent of the intent watcher β€” ensures the loop restarts even if the primary watcher chain breaks."}],"assessment":"Intent #28 expired unfilled ~142 min ago (232min since only wake, wakes=1 unchanged). The 90-min watcher fired its fallback deadline on schedule, but the resulting fireWake call never produced a second agent wake β€” wakes counter frozen at 1, watcher now armed=false/pidAlive=false/nextFallbackMin=null. No new evidence of re-initialization; agent is fully dark."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Tenth-plus consecutive dead cycle β€” no change in watcher state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime ($0 this cycle, 0 wakes). Single bootstrap LLM call at inception never produced a deployed watcher script. Step-1 question answered: option-writer-matheus's live intents (sAAPLβ†’USDC, sMSFTβ†’USDC) are STOCK ","badge":"BOOTSTRAP FAILED","confidence":"high","bottomLine":"option-taker-matheus has never executed a single wake ($0.15 lifetime = one failed bootstrap call). The Step-1 question resolves cleanly: its mission is ETH/BTC options only β€” the two live sAAPL/sMSFT swap intents from option-writer-matheus are structurally off-scope and cannot be taken even in principle. The only actionable fact this cycle is that option-writer-matheus is now confirmed active (6 settled deals, armed=true), meaning a live option-writing counterparty exists for the first time β€” but this agent is offline and cannot reach it.","rootCause":{"class":"structural","evidence":"watcher=null, wakes=0, pidAlive=false, armed=false, nextFallbackMin=null β€” bootstrap LLM call ($0.15) never emitted a deployable watcher script; no deals possible in any state"},"reasoningRead":"Unmeasurable β€” zero wakes, no reasoning loop has ever executed. Cannot evaluate reasoning quality; this is a pre-ignition failure.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires this agent","MISSING: no fallback scheduled (nextFallbackMin=null) β€” no self-recovery path exists"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC options (70/30 mission split); 6 settled deals, armed=true, $1.01/5h burn β€” the natural and only option-supply counterparty i","available":"ACTIVE β€” armed=true, pidAlive=true, next"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes binary bets and mispriced swaps; does not write options.","available":"DEAD β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (never deployed). Note: the two live intents flagged by Step-1 (sAAPLβ†’USDC, sMSFTβ†’USDC from option-writer-matheus) are swap-template stock intents β€” not ETH/BTC Option-judge intents β€” and are categorically off-mission. If option-writer-matheus has posted any ETH/BTC option intents during the downtime, those would be the true missed set, but none are visible in c","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists β€” null wake_script_source means there is nothing to evaluate","No fallback timer to trigger a re-bootstrap attempt"],"suggestedChange":"Re-run bootstrap with a concrete watcher spec in the prompt: poll for Option-template intents from option-writer-matheus every 15-30 min, evaluate moneyness + expiry proximity, take if ITM and underpriced vs oracle, with a 60-min fallback. "},"issues":[{"scope":"agent","title":"Bootstrap never produced a watcher β€” agent has never run","detail":"Single $0.15 LLM call at inception did not emit a deployable wake script. armed=false, pidAlive=false, nextFallbackMin=null for 10+ consecutive cycles. option-writer-matheus (its only counterparty) is now active, making this the highest-urgency re-arm in the fleet.","fix":"Manually trigger a re-bootstrap with an explicit watcher template: watch for Option-judge intents from option-writer-matheus, filter by ETH/BTC underlying + ITM + expiry <24h, take if priced below oracle-implied value. Verify the bootstrap call emits a runnable script before exiting."},{"scope":"core","title":"Bootstrap failure leaves agent permanently dead with no self-recovery","detail":"No fallback timer means the platform cannot distinguish a healthy agent from a permanently failed one without external inspection. Six other agents share this pattern (arb-hunter-tom, momentum-nikita, rebalancer-lior, stacker-massimo, swing-nikita, option-taker-matheus).","fix":"SDK bootstrap path should set a mandatory recovery fallback (e.g. 60-min re-bootstrap attempt) if no watcher script is confirmed deployed within N minutes of agent init."}],"assessment":"option-taker-matheus has never executed a single wake ($0.15 lifetime = one failed bootstrap call). The Step-1 question resolves cleanly: its mission is ETH/BTC options only β€” the two live sAAPL/sMSFT swap intents from option-writer-matheus are structurally off-scope and cannot be taken even in principle. The only actionable fact this cycle is that option-writer-matheus is now confirmed active (6 settled deals, armed=true), meaning a live option-writing counterparty exists for the first time β€” but this agent is offline and cannot reach it."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":1660705,"w5Usd":1.01,"w5PctPool":0.7,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":1660705,"w7Son":1660705,"hourly":[0,0.49,0.51,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":6,"openIntents":2,"balanceUsd":99.99,"realizedPnl":11.93,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":143,"wakes":6,"firstWakeMs":1780947228000,"lastWakeMs":1780951512000,"ageMin":64,"lastWhy":"Per core.md: 'One thoughtful wake, then sleep on a condition.' Intents are well-placed; nothing else moves the needle ri","repeatWakes":0,"avgGapMin":14,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780955570260,"watching":"rebalance swaps 104/105 resolve (or 48 min)","armed":true,"nextFallbackMin":4}},"verdict":{"summary":"Prior 'eighth flatline' summary was pre-bootstrap stale β€” agent launched for the first time this cycle at 19:33 UTC. W1 built the contrarian 70/30 portfolio (bought sAAPL+sMSFT worst performers + BTC/ETH; wrote ETH put intent 71, 1% OTM, $0.60 premium). W2 recovered from failed intents by accepting LP-Maker-Matheus's open fills (deals 13, 14). W3–W6 entered ","badge":"BOOTSTRAPPED, SLEEVE IDLE","confidence":"high","bottomLine":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears.","rootCause":{"class":"maker-only","evidence":"All 6 settled deals are swaps ↔ LP-Maker-Matheus. Option intent 71 (ETH put, strike $1667.52, $0.60 premium, $10 collateral) posted W1, canceled W3 β€” 0 takers. Option-Taker-Matheus has health=unknown and 0 settled deals fleet-wide. No active option taker exists in the fleet."},"reasoningRead":"Sound and on-mission for the swap engine. The repricing discipline (wait 5 min, lower by $0.30, never raise) is correct and applied exactly as specified. W6 patient hold is appropriate. The gap is that the option sleeve logic has silently atrophied β€” after canceling intent 71 in W3 the agent pivoted entirely into rebalance mode and has not reassessed whether to repost a new option in 3 subsequent ","wakeTriggers":["ownIntentResolved for intent 104 (sell 0.035 sAAPL β†’ 10.2 USDC)","ownIntentResolved for intent 105 (sell 0.025 sMSFT β†’ 10.0 USDC)","fallback in ~14 min (2900s)","MISSING: no trigger for option sleeve reassessment β€” if 104/105 resolve and no option is outstanding, nothing prompts a new write"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 6 settled deals; deep inventory, actively quotes swaps near oracle mid β€” natural filler for rebalance swaps 104/105","available":"online, 15 deals, health=ok"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission is explicitly to buy cheap ETH/BTC options written by other agents β€” perfect structural counterparty for the 30% sleeve","available":"health=unknown, 0 deals β€” offline/never "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; might take a well-priced option put if the premium is attractive, but not its primary mission","available":"watcher dead (armed=false, pidAlive=fals"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable for the swap engine. Option sleeve: agent could have reposted an ETH/BTC option in W4, W5, or W6 after confirming rebalance intents were simply awaiting fills β€” but option-taker-matheus is offline so any new option would likely also go unfilled. Opportunity cost is real but counterparty-starved, not agent error.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for both open rebalance intents β€” directly tracks the pending action","48-min fallback (2900s) is appropriate for swap intent lifecycle; won't over-poll","Zero-LLM, pid-tracked, cadence is 30s poll β€” reasonable for this mission phase"],"lacking":["Hardcoded intent IDs (104, 105) β€” watcher is a one-shot artifact; once these resolve, the next wake must rewrite it for whatever new intents are posted","No option sleeve trigger: if 104/105 fill and no option is outstanding, the next watcher will have nothing to watch β€” option reassessment only happens via fallb"],"suggestedChange":"After 104/105 resolve, add a branch in the next wake-script that also arms an ownIntentResolved trigger for any newly written option intent (or a T-30min expiry check), so the option sleeve fires on condition rather than only on fallback ca"},"issues":[{"scope":"agent","title":"Option sleeve dormant for 3 wakes","detail":"Intent 71 (ETH put) canceled in W3; no new option written in W4, W5, W6. The 30% sleeve is silently inactive. The agent should reassess on next wake whether rebalance completion frees collateral for a new option write.","fix":"On W7 (triggered by fallback ~14 min): after resolving 104/105 status, explicitly evaluate option sleeve β€” if free USDC β‰₯ $10 and no open option, post a new ETH or BTC option at current oracle with 1-3% OTM, 2–4hr term."},{"scope":"agent","title":"Hardcoded intent IDs in watcher are one-shot","detail":"current.ts watches intents 104 and 105 by literal string. Each wake produces a new watcher with new intent IDs; this pattern is correct per-cycle but requires the agent to always rewrite the watcher β€” it cannot be a static file.","fix":"No immediate action needed (it works correctly now); document in CLAUDE.md that the watcher must be rewritten each wake referencing the current open intent IDs."},{"scope":"core","title":"Option-Taker-Matheus offline β€” option market has no taker","detail":"The only fleet agent with a structural mandate to take written options (option-taker-matheus, health=unknown, 0 deals) has never initialized. Option-Writer-Matheus's 30% sleeve cannot produce deals in this environment regardless of its own behavior.","fix":"Bootstrap option-taker-matheus; until then, option-writer-matheus's option sleeve PnL is structurally zero β€” not an agent bug."}],"assessment":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":109,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":107,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1331}},"verdict":{"summary":"Wake 2 (20:01 Jun8) resolved prior summary's dead-loop concern: agent successfully executed, posted intent #89 (ETH<$1700/Jun9, 0.588 implied, 10 USDC, edge=10.3%), and redeployed a new watcher with pidAlive=true. Prior run flagged 'pid dead, no intermediate wake path' β€” both reversed. The wake script written at wake 2 NOW CONTAINS a working pre-expiry T-5mi","badge":"ARMED, T-5 LIVE","confidence":"high","bottomLine":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers.","rootCause":{"class":"maker-only","evidence":"Intents #32 (BTC<$64k, 10 USDC, 0.617 implied) and #89 (ETH<$1700, 10 USDC, 0.588 implied) both posted as maker; settled_deals_detail=[], 0 counterparties have filled. No arb-hunter-tom or mimic-ljuba fill recorded."},"reasoningRead":"Sound and on-mission. Wake 1: BTC<$64k backed by $158k Polymarket liquidity + oracle $63,457 vs $64k strike. Wake 2: ETH<$1700 edge=10.3%, $124k liquidity, shade to 58.8%. Both quantitative, both anchored to Polymarket implied probability vs on-chain oracle β€” exactly the mission. No churn: each wake posted a distinct instrument. The agent is solving the right problem.","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry event)","T-5min pre-expiry inline check: nowSec >= EXPIRY_SEC - 300 (Jun9 15:55 UTC)","newMatches: fresh BinaryBet/Option intent posted by non-self address","Fallback: Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binary bets against lagging oracle β€” both intents are in-the-money vs oracle; oracle $63,457 < $64k strike makes ","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mission: accept winnable open bets re-priced to live oracle β€” live BinaryBet vs Bear-Yosher already active, capacity may be consumed; could ","available":"armed=true, pidAlive=true β€” reachable"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission: take near-decided binaries β€” intents are in-the-money but shaded conservatively (not clearly mispriced), so vulture may not see suf","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"bear-yosher","fit":"no","why":"Mission: short ETH/BTC via Perpetuals, not BinaryBet taker; wrong instrument class","available":"armed status unknown from roster"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable in the taker direction: arb-hunter-tom and vulture-andrew watchers are dead and cannot scan the book. Mimic-ljuba (the one live counterparty) has not filled either intent since they posted at 18:03 and 20:01 Jun8 β€” either intents don't meet its re-pricing threshold or its capacity is already deployed in the Bear-Yosher BinaryBet. No intents from other agents that polymarket-ljuba shou","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry T-5min check (nowSec >= EXPIRY_SEC - 300) is present, correct, and will fire at Jun9 15:55 UTC β€” directly answering Step-1 focus question","60s poll cadence: appropriate for binary resolution; catches the T-5min window with at most 60s slip","ownIntentResolved watches both #32 and #89 independently β€” will fire immediately on fill without waiting for fallback","isNewTakeable correctly excludes own intents and filters to BinaryBet/Option β€” no false fires on swap book noise","Zero-LLM watcher; all checks are deterministic"],"lacking":["Fallback at EXPIRY_SEC + 4h (20:00 UTC Jun9) is 4h post-expiry β€” useless for pre-settlement action; it only catches a post-expiry reassessment if the T-5min che","preExpireFired flag is in-memory: if the watcher process crashes and restarts between now and T-5min, flag resets to false and will re-fire (harmless double-wak","Baseline-round skip on `seen` initialization means the first poll after arm doesn't scan for new intents β€” acceptable 60s blind window at startup"],"suggestedChange":"Move the fallback to T-10min before expiry (EXPIRY_SEC - 600) instead of +4h post-expiry. This makes the fallback a true safety net for the pre-expiry window rather than a dead post-expiry cleanup trigger. The T-5min inline check remains as"},"issues":[{"scope":"agent","title":"arb-hunter-tom and vulture-andrew dead watchers block polymarket-ljuba fills","detail":"The two agents most likely to take polymarket-ljuba's in-the-money BinaryBets both have dead watchers (armed=false, pidAlive=false). As long as they're offline, intents #32 and #89 have effectively 1 reachable counterparty (mimic-ljuba). Re-arming either would be the event most likely to produce a s","fix":"Re-arm arb-hunter-tom and vulture-andrew; polymarket-ljuba's intents are on-book and correctly priced, they just need a live taker."},{"scope":"agent","title":"Fallback fires 4h post-expiry β€” provides no pre-settlement safety net","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the process restarts at T-5min and the preExpireFired flag resets, the inline check still fires, but the fallback is not a backstop for that window.","fix":"Set FALLBACK_UNIX_SEC = EXPIRY_SEC - 600 (T-10min) so the fallback is a true pre-expiry safety net. Add a separate post-expiry re-arm inside the T-5min wake handler if post-expiry reassessment is needed."}],"assessment":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":271,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":269,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W1 (17:20 UTC) posted BTC DCA intent ($7 slice, BTC -35pp underweight) and registered successfully. That intent is now gone (open_intents=0) with deals still=0 β€” it expired unfilled, not settled. The watcher written at w1 (current.ts, watching intent #13 + 4h fallback) failed to arm: armed=false, pidAlive=false immediately after the wake. 259 min have elapse","badge":"WATCHER DEAD, STALLED","confidence":"high","bottomLine":"The BTC DCA intent posted at w1 expired unfilled (0 settled deals, 0 open intents). The watcher process died at or immediately after w1 β€” 259 min of silence with no armed fallback. BTC remains the most underweight asset at -35pp; without a re-arm the agent cannot progress.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null; w1 wake log confirms intentPosted=true but no subsequent wake; settled_deals=0 and open_intents=0 confirm intent expired without fill; 259 min elapsed past the 4h fallback window the script specified"},"reasoningRead":"Sound reasoning on the one wake executed (correctly identified BTC at -35pp, correct $7 slice, handled PosterNotRegistered prereq). Mission-appropriate logic inside the wake. The failure is purely in the watch-arm step β€” the agent reasons correctly but cannot re-invoke itself. Not a churn/off-mission problem; it's a watcher-process failure that silences a working agent.","wakeTriggers":["ownIntentResolved on intent #13 (no longer relevant β€” intent is gone)","setTimeout for US market open 17:30 UTC (already passed, watcher was dead when it fired)","4h fallback from armWatcher (watcher never armed, so fallback never scheduled)","MISSING: re-arm after wake completes β€” watcher process exits/fails without writing a new current.ts or re-calling armWatcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"15 settled deals, primary swap liquidity provider β€” would fill a $7 BTC delivered swap at oracle mid","available":"health=ok, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"holds stock+crypto inventory that could overlap with rebalancer's swap needs, but different primary mission","available":"health=ok, armed=true"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” watcher.pidAlive=false means no book monitoring has occurred for 259 min; lp-maker-matheus (15 deals, active) likely had fillable BTC swap quotes during this window but the agent had no process running to observe or post against them","wakeScript":{"wellReasonedForMission":false,"good":["Correctly watches own intent resolution via ownIntentResolved β€” right trigger for a DCA poster","US market open timer is mission-relevant for stock DCA slices","4h fallback is appropriate cadence for a patient DCA agent"],"lacking":["MY_INTENT_ID='13' is hardcoded from a prior cycle β€” if the new intent posted at w1 has a different ID, ownIntentResolved watches the wrong intent silently","armWatcher is called at script start but the process died; no guard or health-check confirms the watcher PID is alive before the script exits the posting logic","Script has no self-healing path: if it fails to arm (e.g. port conflict, crash), there is no fallback re-arm attempt or exit-code signaling β€” the agent goes sil"],"suggestedChange":"After intentPosted=true, write the actual posted intent's ID to a data file and have current.ts read it dynamically β€” eliminate the hardcoded MY_INTENT_ID='13'. Separately, add a post-arm assertion: if armWatcher returns but process.pid is "},"issues":[{"scope":"agent","title":"Watcher process died post-intent-post, no fallback ever armed","detail":"current.ts calls armWatcher with 4h fallback but the process never persisted (pidAlive=false). 259 min have elapsed β€” the fallback window has passed with no fire. BTC DCA is completely blocked.","fix":"Manually re-arm by running the agent wake now; update current.ts to assert PID liveness after armWatcher and write a dead-sentinel file if it fails, allowing external re-trigger"},{"scope":"agent","title":"Hardcoded intent ID 13 in wake script is stale","detail":"current.ts has MY_INTENT_ID='13' from a prior cycle. The intent posted at w1 may have a different on-chain ID. ownIntentResolved would silently watch the wrong intent, never firing.","fix":"Write the posted intent ID from the wake's intentPosted response to data/wake/last_intent_id.json; read it in current.ts instead of hardcoding"},{"scope":"core","title":"Watcher PID liveness not verified after armWatcher β€” systemic across 6 dead agents","detail":"6 of 12 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita) share this failure mode: watcher dies silently with no re-arm. armWatcher does not guarantee the process stays alive. This is a platform-level gap, not agent-specific.","fix":"SDK should verify PID from current.pid is alive N seconds after armWatcher returns; if dead, write a REARM_NEEDED sentinel and trigger a board-level alert or automatic re-fire"}],"assessment":"The BTC DCA intent posted at w1 expired unfilled (0 settled deals, 0 open intents). The watcher process died at or immediately after w1 β€” 259 min of silence with no armed fallback. BTC remains the most underweight asset at -35pp; without a re-arm the agent cannot progress."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":124,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":117,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent 78 (0.50 USDC bait bid for sNVDA at oracleΓ—0.99, posted 19:52 UTC) has vanished from the open book with deals=0 unchanged β€” it expired unfilled, not filled. Watcher failed to arm immediately after posting (armed=false, pidAlive=false, nextFallbackMin=null), same systemic core crash affecting 6/12 agents this cycle. Agent is now fully stranded: no open","badge":"STRANDED, WATCHER DEAD","confidence":"high","bottomLine":"Intent 78 expired unfilled (open_intents=0, deals still 0, 107 min elapsed). The trading logic was sound β€” bait bid at oracleΓ—0.99 is on-mission β€” but the watcher process died before arming, so no fallback fired at the expected 20:30 UTC (38 min post-wake). The stale AFTERHOURS_TS is a secondary agent-level bug that will misbehave on any re-arm attempt.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process crashed on armWatcher(); intent 78 gone from open book with deals=0 (expired, not filled); same failure pattern as arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, swing-nikita (6/12 agents)"},"reasoningRead":"Sound β€” no sweepable sell-side sNVDA within 0.5% at wake time, so posting a bait bid at oracleΓ—0.99 is the correct on-mission move. The agent is solving the right problem; the failure is entirely in the watcher arm layer, not in trading logic or intent pricing.","wakeTriggers":["intent 78 resolved (fill or expire) β€” via ownIntentResolved()","sNVDA oracle drift >0.5% from posted price $207.76","new sell-side sNVDA intent at ≀ oracleΓ—1.005","fallback at 20:30 UTC (AFTERHOURS_TS=1780950600)","MISSING: watcher never armed β€” none of these triggers are active; AFTERHOURS_TS is now stale (current time ~21:39 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap market-maker (deals=15, health=ok); would take the fill side of a USDCβ†’sNVDA swap if the bait price crossed its spread","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-sure-win swaps; deals=6 but watcher now dead (armed=false, pidAlive=false) β€” offline since last cycle","available":"watcher dead"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sNVDA in 70/30 portfolio and may sell to rebalance, but its primary mechanism is options not direct swaps","available":"active (armed=true)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher dead since 19:52 UTC β€” any sell-side sNVDA that appeared in the last 107 min was invisible; intent 78 expiry also went unobserved, so no follow-up bid was posted","wakeScript":{"wellReasonedForMission":true,"good":["Watches the three right triggers for this mission: own intent resolution, oracle drift, and new sell-side counterparty appearing","Zero-LLM polling loop with 60s cadence β€” appropriate for a patient DCA agent","newMatches() dedup prevents re-firing on stale intents","fallbackMs = Math.min(msUntilAfterhours, 30min) is reasonable session-aware capping"],"lacking":["armWatcher() fails silently β€” process dies before the watcher is registered (core SDK bug, not script logic)","AFTERHOURS_TS=1780950600 is hardcoded to 20:30 UTC 2026-06-08, now ~69 min in the past β€” stale on any re-arm; Math.max(60_000, negative) would set fallbackMs=60","No re-post logic: if intent 78 expired (as it has), the script has no branch to post a new bid β€” it would just wake and find nothing to do"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a dynamic `Date.now() + 30*60*1000` fallback, and add a branch after ownIntentResolved() that fires wake immediately when resolved=true so the agent can post a fresh bid β€” currently a resolved (expired) "},"issues":[{"scope":"core","title":"armWatcher() process crash on startup β€” systemic (6/12 agents)","detail":"armed=false, pidAlive=false immediately after wake; no fallback fires. Affects arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita. Not an agent-logic issue.","fix":"Investigate watcher process bootstrap failure in core SDK β€” add stderr capture on armWatcher() and surface exit code; add a health-check that re-arms if the process dies within 60s of posting"},{"scope":"agent","title":"Hardcoded AFTERHOURS_TS is stale and will misbehave on re-arm","detail":"AFTERHOURS_TS=1780950600 (20:30 UTC 2026-06-08) is ~69 min in the past. On any re-arm, Math.max(60_000, AFTERHOURS_TS*1000 - Date.now()) = 60_000ms, firing a spurious 1-min fallback.","fix":"Replace with dynamic: const fallbackMs = 30 * 60 * 1000; (or session-end calc at runtime, not compile time)"},{"scope":"agent","title":"No re-post logic after intent expires","detail":"The wake script fires on ownIntentResolved()=true but has no action branch β€” it calls fireWake() which wakes the agent, but the agent's Claude session must then decide to re-post. This is correct for now but the mission says 'one swap per wake' β€” a resolved-expired intent should trigger an immediate","fix":"In the agent's CLAUDE.md or wake handler, add: 'if woken because intent resolved and deals=0, re-post a fresh 0.50 USDC bait bid at current oracleΓ—0.99'"}],"assessment":"Intent 78 expired unfilled (open_intents=0, deals still 0, 107 min elapsed). The trading logic was sound β€” bait bid at oracleΓ—0.99 is on-mission β€” but the watcher process died before arming, so no fallback fired at the expected 20:30 UTC (38 min post-wake). The stale AFTERHOURS_TS is a secondary agent-level bug that will misbehave on any re-arm attempt."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":247,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":506,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead confirmed for 5th+ consecutive cycle. last_wake_min_ago advanced 435β†’496 (+61min since last summary), matching the ~60min-per-cycle drift observed across all prior runs β€” zero new activity. Watcher remains fully dead (armed=false, pidAlive=false, nextFallbackMin=null). The 60-min warmup fallback that should have fired at ~14:23 06-08 is now ~7h overdue.","badge":"DEAD, MANUAL RESTART","confidence":"high","bottomLine":"Fully dead for 5+ cycles with zero self-recovery. last_wake_min_ago=496 (+61 vs last summary), watcher dead (armed=false/pidAlive=false/nextFallbackMin=null), $0 of $0.56 lifetime spent in the last 5h. The scheduled 60-min warmup fallback is ~7h overdue and will never fire on its own. Agent never progressed past bootstrap β€” no price samples collected, no dislocations identified, no intents posted.","rootCause":{"class":"structural","evidence":"watcher process died after sole wake (06-08T13:23, USDC approval tx 0x0d061636…); no deals, no open intents, no fallback rescheduled. Same failure pattern as arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo β€” fleet-wide re-arm failure, not agent-specific logic."},"reasoningRead":"The one completed action (token approval + 60-min warmup watcher deployment) was correct for a dislocation strategy that genuinely needs price history before it can trade. The warmup cadence and logic are sound. However, reasoning never reached the actual trading loop β€” the platform killed the watcher before the first sample was collected. This is a core failure, not a mission logic error.","wakeTriggers":["60-min time-based fallback (armWatcher fallbackMs=3600000, scheduled ~14:23 06-08, ~7h overdue, never fired)","MISSING: no re-arm after process death β€” once pid exits, nothing restarts the watcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary delivered-swap counterparty (15 settled deals, health=ok); would fill swing-nikita's dislocation slices at oracle mid","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts delivered swaps, but watcher dead (same fleet failure) β€” no active flow","available":"dead"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” agent never reached intent-posting phase; warmup script explicitly has no book visibility by design, and no price samples were ever collected to identify dislocations","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence is appropriate for warmup sample collection on a trailing-average strategy","No book polling in warmup phase is correct β€” agent isn't ready to act yet","runWatchLoop with a deadline is the right structure for a pure time-based trigger"],"lacking":["No resilience against process death β€” armWatcher sets the deadline but if pid exits, nothing re-arms","No transition logic: after warmup collects enough samples, what fires the first real trading wake?"],"suggestedChange":"Add a persistent fallback outside the node process (e.g. a cron or external scheduler entry) that re-arms the watcher if pid=dead and nextFallbackMin=null, so process death doesn't strand the agent permanently. This is the fleet-wide fix ne"},"issues":[{"scope":"core","title":"Watcher process dies after armWatcher β€” no re-arm on process exit","detail":"swing-nikita is one of 6 agents (also arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo) where the node process exits after deploying a time-based watcher, and the fallback never fires. The 60-min fallback scheduled at ~14:23 06-08 is ~7h overdue.","fix":"Investigate why the node process exits before the fallback timer fires in wake-watch.js/runWatchLoop; add a process-death recovery path (external cron or supervisor) that re-arms any agent whose watcher.armed=false AND nextFallbackMin=null AND last_wake > threshold."},{"scope":"agent","title":"Manual restart required β€” no self-recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null. The agent has no mechanism to re-enter the wake loop on its own. $0.56 lifetime spend, all in the single bootstrap wake.","fix":"Manually trigger a new wake for swing-nikita to restart the warmup sample collection loop; confirm the watcher arms and pid stays alive past the first 60-min window."}],"assessment":"Fully dead for 5+ cycles with zero self-recovery. last_wake_min_ago=496 (+61 vs last summary), watcher dead (armed=false/pidAlive=false/nextFallbackMin=null), $0 of $0.56 lifetime spent in the last 5h. The scheduled 60-min warmup fallback is ~7h overdue and will never fire on its own. Agent never progressed past bootstrap β€” no price samples collected, no dislocations identified, no intents posted."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.73,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":163,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":157,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Watcher died cleanly after the single bootstrap wake (w1 19:12) completed all 6 fills. The 6 deals were off-mission portfolio-construction rebalance-buys (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each) filled by LP-Maker-Matheus β€” not edge captures. $92.39 PnL is cumulative book value, not extracted alpha. With 52 USDC remaining, 0 open intents, and armed=false","badge":"BOOTSTRAP DONE, DORMANT","confidence":"high","bottomLine":"The 6-deal bootstrap is complete and the watcher exited β€” likely a one-shot script that did not reschedule itself. Vulture-Andrew has never executed its actual mission (mispriced swap takes, near-decided binary grabs). 52 USDC sits idle with no monitor watching the book.","rootCause":{"class":"off-mission","evidence":"All 6 settled deals are 'Swap settled ↔ LP-Maker-Matheus' at 8 USDC each β€” identical to Option-Writer-Matheus's bootstrap pattern. Wake log confirms: 'posted rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT'. No mispriced-swap take, no binary grab, no baited intent posted. Mission requi"},"reasoningRead":"The one logged wake reads coherent but is solving the wrong problem β€” 'flat wallet, need basket to fund deals' is a valid bootstrap rationale, but the script appears to have been a one-shot that exited after fills rather than transitioning into the continuous edge-monitor the mission requires. Sound execution of the wrong script.","wakeTriggers":["One-shot bootstrap: posted rebalance-buys at w1 then exited","MISSING: continuous book-watch for mispriced swaps","MISSING: near-decided binary scanner (BinaryBet odds near 0/1)","MISSING: fallback heartbeat β€” no reschedule after bootstrap completed"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 6 bootstrap fills came from LP-Maker-Matheus; would also be the natural taker-side for any baited swap intent Vulture posts","available":"active, 15 deals, health ok"},{"agent":"bear-yosher","fit":"maybe","why":"Runs BinaryBet intents Vulture could take if near-decided; requires vulture watcher to actually scan the book","available":"2 deals, health ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Live BinaryBet vs Bear-Yosher; Vulture could take mispriced leg if odds drift near-certain","available":"armed=true, nextFallbackMin=1319, pidAli"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts options/binaries priced against Polymarket β€” potential mispriced legs for Vulture to grab","available":"0 deals, health ok, watcher status unkno"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to book since bootstrap exit (~147 min ago). Bear-Yosher and Mimic-Ljuba have a live BinaryBet open during this window; whether odds drifted near-decided is unknown without a book scan. LP-Maker-Matheus has been continuously active (15 deals) β€” any fat-finger quotes in that flow were invisible to this agent.","wakeScript":{"wellReasonedForMission":false,"good":["Bootstrap logic was coherent: recognized flat wallet, correctly prioritized getting basket tokens before edge-hunting","Used oracle mid for pricing fills β€” no overpay"],"lacking":["wake_script_source is null β€” cannot inspect current script; behavior inferred from wake log only","One-shot bootstrap with no re-arm: watcher did not reschedule itself after fills completed","No book-scan trigger: mission requires watching for mispriced swaps and near-decided binaries, neither of which appears in the one logged wake","No fallback heartbeat: armed=false/nextFallbackMin=null means agent is fully dark with 52 USDC idle"],"suggestedChange":"Deploy a persistent watcher that (a) on each wake scans open intents for swap/binary mispricings vs oracle, (b) falls back on a ~30-60 min heartbeat, and (c) does not exit after fills β€” the bootstrap is done, transition to continuous edge-h"},"issues":[{"scope":"agent","title":"Watcher exited after bootstrap; no re-arm","detail":"armed=false, pidAlive=false, nextFallbackMin=null. Last wake 147 min ago. Bootstrap complete (6/6 fills). The actual vulture mission has never started. 52 USDC sits idle.","fix":"Re-deploy watcher with a continuous book-scan script and a 30-60 min fallback. Bootstrap phase is over β€” the new script should skip the rebalance logic and go straight to edge-hunting."},{"scope":"agent","title":"Single wake was off-mission (rebalance-buy, not edge capture)","detail":"w1 posted 6 Γ— 8 USDC rebalance-buys β€” identical pattern to Option-Writer-Matheus's bootstrap. $92.39 PnL is portfolio construction value, not extracted alpha. Mission is 'pick off mispriced intents and post baited traps'; none of that occurred.","fix":"New wake script must implement the vulture loop: scan book for swap/binary legs where oracle delta > threshold, take or post bait, then sleep to next heartbeat."},{"scope":"core","title":"No auto-re-arm after clean watcher exit","detail":"6 of 12 agents share this failure mode (arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita also dead). A one-shot script that doesn't call re-arm leaves the agent permanently dark with no safety net.","fix":"SDK should either (a) require an explicit exit-with-no-reschedule call to prevent accidental dormancy, or (b) auto-post a long fallback (e.g., 120 min) when a watcher process exits without scheduling a successor."}],"assessment":"The 6-deal bootstrap is complete and the watcher exited β€” likely a one-shot script that did not reschedule itself. Vulture-Andrew has never executed its actual mission (mispriced swap takes, near-decided binary grabs). 52 USDC sits idle with no monitor watching the book."}}],"unattributed":{"sessions":122,"tokens":38770286,"usd":25.92,"w5":2280625,"w5Usd":1.24,"hourly":[0,0,0,1.24,0,0.03,2.36,11.66,10.63,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":439,"tokens":11441713,"usd":26.25,"w5":6913800,"w5Usd":14.08,"hourly":[1.51,0.99,5.13,5.17,1.3,0,2.18,5.69,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":127066109,"grandUsd":94.99,"grandSessions":613,"attributedTokens":76854110,"unattributedTokens":38770286,"boardTokens":11441713,"reassembledTokens":127066109,"tokensBalance":true,"attributionPct":66.5,"multiMatchSessions":1,"sessionsScanned":1182,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":5271,"dedupedMsgs":2347,"rawTokens":269532958,"dedupedTokens":127066109,"dupRatio":2.121}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T21:47:53.293Z","swarm":{"headline":"SWAP HUB DRAINING, OPTION MARKET VOID","funnel":{"posted":135,"settled":16,"conversionPct":11.9,"byTemplate":{"Swap":15,"BinaryBet":1}},"liquidityMap":[{"market":"Swap / LP-Maker-Matheus hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals) Β· Vulture-Andrew β†’ LP-Maker-Matheus (6 deals) Β· Bear-Yosher β†’ LP-Maker-Matheus (1) Β· Arb-Hunter-Tom β†’ LP-Maker-Matheus (1) Β· Momentum-Nikita β†’ LP-Mak","status":"ACTIVE but one-sided β€” all 15 swap fills route through LP-Maker-Matheus; no comp"},{"market":"BinaryBet / prediction","flow":"Bear-Yosher ⇄ Mimic-Ljuba (1 live deal) Β· Polymarket-Ljuba posted #32 + #89 as maker, 0 takers","status":"THIN β€” 1 live match, 2 unmatched maker intents expiring Jun9 16:00 UTC (~18h); A"},{"market":"Options","flow":"Option-Writer-Matheus posted ETH put #71 (strike $1667.52, $0.60 premium) β†’ 0 takers","status":"VOID β€” Option-Taker-Matheus never bootstrapped (0 wakes, $0.15 lifetime); option"}],"causalLinks":[{"cause":"Core armWatcher() silently crashes after first wake exit with no re-arm path","effect":"6/12 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita) perm","evidence":"swing-nikita fallback 7h overdue; rebalancer-lior intent #13 expired unfilled after 259 min; stacker-massimo intent 78 expired unfilled; momentum-nikita last_wake_min_ago=232 (two watcher cycles, zero"},{"cause":"Option-Taker-Matheus never bootstrapped β€” $0.15 bootstrap LLM call produced no deployable watcher script","effect":"Option-Writer-Matheus's option intents are structurally untakeable; ETH put #71 (1% OTM, $0.60 premium, $10 collateral) ","evidence":"option-taker-matheus: wakes=0, armed=false, pidAlive=false, wake_script_source=null; option-writer-matheus deals=6 all swaps ↔ LP-Maker-Matheus, 0 option fills"},{"cause":"LP-Maker-Matheus is the sole swap liquidity provider and prices at oracle mid","effect":"Informed takers (Option-Writer-Matheus bootstrap swaps, Vulture-Andrew rebalance-buys) systematically cross when they se","evidence":"All 15 settled swaps ↔ LP-Maker-Matheus; Vulture-Andrew 6 fills were 8 USDC rebalance-buys; Option-Writer-Matheus 6 fills were stockβ†’USDC conversions; LP has 17 open two-sided quotes, but no maker com"},{"cause":"Vulture-Andrew bootstrap wake completed portfolio construction but deployed no edge-hunting watcher","effect":"52 USDC idle, agent's actual mission (capture mispriced swaps / binary grabs) never started; 6 bootstrap deals were off-","evidence":"vulture-andrew: wakes=1, all 6 deals are 'Swap settled ↔ LP-Maker-Matheus' at 8 USDC each; armed=false, pidAlive=false, nextFallbackMin=null post-bootstrap; no BinaryBet take, no baited intent posted"},{"cause":"Polymarket-Ljuba's fallback timer (nextFallbackMin=1333, ~22h) fires after intents #32/#89 expire (Jun9 16:00 UTC, ~18h)","effect":"If the T-5min pre-expiry check in the wake script doesn't fire correctly, both intents expire unresolved with no settle/","evidence":"polymarket-ljuba: nextFallbackMin=1333 > expiry in ~1092m; T-5min check is the only pre-expiry safety net in current.ts; arb-hunter-tom (potential taker for #32) is dead"}],"insights":[{"severity":"critical","title":"Systemic watcher re-arm failure: 6/12 agents permanently stranded","detail":"6 agents share identical death signature: watcher process exits after first wake, SDK does not schedule re-arm or fallback. Swing-nikita: fallback ~7h overdue. Rebalancer-lior: intent expired 259 min past the 4h window written in current.ts. Momentum-nikita: last_wake_min_ago=232, two full cycles elapsed with zero new wakes. This is a platform failure, not agent logic.","evidence":"armed=false, pidAlive=false, nextFallbackMin=null across arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita β€” all post first-wake exit","scope":"core","fix":"armWatcher() must schedule a guaranteed fallback before the watcher process exits β€” even if the script omits one. A core-level 'max silence' watchdog (e.g. 2h) that re-invokes the agent if no wake fires should be the SDK default."},{"severity":"critical","title":"Option market structurally void: Option-Taker-Matheus bootstrap produced no watcher","detail":"Option-Writer-Matheus is live (armed=true, 6 deals, posting sAAPL/sMSFT/option intents). Its sister taker agent spent $0.15 on a single bootstrap LLM call that never emitted a deployable wake script β€” 0 wakes, 0 deals, armed=false across 10+ cycles. Every option intent writer posts will expire untaken unless this is fixed.","evidence":"option-taker-matheus: wake_script_source=null, wakes=0, lifetime=$0.15; option-writer-matheus intent #71 (ETH put, 0 takers) canceled at W3","scope":"fleet","fix":"Manually re-bootstrap option-taker-matheus β€” inspect the $0.15 bootstrap call output to determine why no script was emitted, then redeploy with a valid wake script targeting option-writer-matheus's live intents."},{"severity":"warn","title":"LP-Maker-Matheus sole swap hub, PnL bleeding at $16.83/5h","detail":"All 15 settled swaps route through LP-Maker-Matheus exclusively. Oracle-mid pricing attracts informed takers who cross when they see edge β€” PnL is -$59.67 with $16.83 burned in 5h (12.2% of pool). With no competing maker and 6 potential counterparties dead, LP absorbs all adverse selection. At this burn rate, the pool exhausts in ~2 days.","evidence":"lp-maker-matheus: 15/15 settled swaps, PnL -$59.67, token burn $16.83/5h, reliableCounterparties=2; 17 open two-sided quotes across sAAPL/sMSFT/sNVDA/ETH/BTC/SSV","scope":"fleet","fix":"Deploy a second maker (rebalancer-lior or stacker-massimo) once re-arm is fixed to split adverse selection. Near-term: widen LP-Maker-Matheus spreads beyond oracle mid to price in the adverse selection it's absorbing."},{"severity":"warn","title":"Polymarket-Ljuba intents expire before fallback fires β€” 20 USDC at risk","detail":"Intents #32 (BTC<$64k) and #89 (ETH<$1700) expire Jun9 16:00 UTC (~18h away). nextFallbackMin=1333 (~22h) β€” fallback fires 4h AFTER expiry. The T-5min pre-expiry check in the wake script is the only protection. If that check misfires or the pid dies before then, both intents expire unresolved.","evidence":"polymarket-ljuba: nextFallbackMin=1333, expiry in ~1092m; pidAlive=true currently; arb-hunter-tom (potential taker for #32 BTC<$64k) is dead (armed=false)","scope":"fleet","fix":"Verify the T-5min pre-expiry check in polymarket-ljuba's current.ts fires correctly. Optionally shorten nextFallbackMin to 1080 (18h) so the fallback lands before expiry as a safety backstop."},{"severity":"warn","title":"Vulture-Andrew mission never started: 52 USDC idle post-bootstrap","detail":"6 bootstrap fills were rebalance-buys (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT at 8 USDC each ↔ LP-Maker-Matheus) β€” portfolio construction, not edge capture. Agent is now fully dormant (armed=false, 0 open intents) with its actual mission (capture mispriced swaps, binary grabs) never executed.","evidence":"vulture-andrew: 6 deals all 'Swap ↔ LP-Maker-Matheus' at 8 USDC; $92.39 PnL is book value not alpha; armed=false, pidAlive=false, 52 USDC undeployed","scope":"fleet","fix":"Re-deploy vulture-andrew with a wake script targeting its actual mission: scan open book for mispriced intents / underpriced BinaryBets and post baited maker intents. Bootstrap phase is done β€” the edge-hunter phase must be manually triggered."},{"severity":"ok","title":"Binary market nascent but structurally viable","detail":"Bear-Yosher ↔ Mimic-Ljuba have the fleet's first BinaryBet match (live). Both are armed (bear-yosher: armed=true/nextFallbackMin=67 resting; mimic-ljuba: armed=true/nextFallbackMin=1308). Polymarket-Ljuba has 2 open maker intents. The market structure exists β€” it just needs more takers.","evidence":"1 BinaryBet live (Bear-Yosher ↔ Mimic-Ljuba); polymarket-ljuba intents #32 + #89 open, 0 filled; arb-hunter-tom (dead) was the natural taker for #32","scope":"fleet","fix":"Revive arb-hunter-tom to restore the natural taker for polymarket-ljuba's BinaryBet intents. The binary market clears as soon as a taker is active."}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher() to guarantee a re-arm or fallback when the watcher process exits β€” add a core-level max-silence watchdog (2h default) that fires if no wake is recorded. This unblocks 6/12 dead agents in a single SDK fix."},{"scope":"fleet","action":"Manually re-bootstrap option-taker-matheus: inspect the failed $0.15 bootstrap output, redeploy with a valid wake script. This creates the only taker for option-writer-matheus's intents and opens the options market."},{"scope":"fleet","action":"Re-deploy vulture-andrew's edge-hunting watcher: portfolio built, 52 USDC ready, mission not started. A single wake deploying a book-scanner watcher converts a dormant agent into an active arb taker."},{"scope":"fleet","action":"Verify polymarket-ljuba T-5min pre-expiry check fires before Jun9 16:00 UTC; shorten fallback from 1333m to ≀1080m as backstop β€” 20 USDC exposure if intents expire unresolved."}],"at":"2026-06-08T21:49:44.716Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"DUAL MAKERS, FALLBACKS FAILING","healthDelta":"Improved vs last run: Option-Writer-Matheus is clearly active (deals=6, 2 open intents, armed=true, $1.01/5h burn) directly contradicting its prior 'eighth flatline' summary β€” prior summary is stale or mislabeled; Mimic-Ljuba reversed from never-initialized to armed=true/nextFallbackMin=1319 with a ","focusAreas":["Option-Writer-Matheus prior summary ('eighth consecutive flatline, armed=false, $0.15 lifetime, wakes=0') directly contradicts live state (deals=6, armed=true, nextFallbackMin=17, pidAlive=true, $1.01","Mimic-Ljuba status reversal: prior said never initialized (armed=false, pidAlive=false), now armed=true/nextFallbackMin=1319/pidAlive=true with live BinaryBet vs Bear-Yosher","Vulture-Andrew watcher DIED since last run (armed=true/pidAlive=true β†’ both false) with 0 open intents β€” 6-deal bootstrap complete, no edge-hunting follow-up deployed","6 of 12 agents with dead watchers and no fallback scheduled: arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita β€” systemic re-arm failure, not isolat","Funnel: 135 posted β†’ 16 settled (11.9%), all 16 settled deals are swap-only; binary market has 0 settled deals (only Bear-Yosher↔Mimic-Ljuba BinaryBet is 'live', not yet settled)","Polymarket-Ljuba 2 BinaryBet intents expire Jun9 16:00 UTC in ~1103m (~18h) but nextFallbackMin=1344 (~22h) β€” fallback fires AFTER expiry; pre-expiry T-5min check is the only safety net"],"perAgentFocus":{"arb-hunter-tom":"Watcher dead (armed=false, pidAlive=false, nextFallbackMin=null, last_wake=107min). BTC oracle ~$63,457 vs $64k strike; Polymarket-Ljuba's 0.617 implied is in the book. Has the CEX/oracle spread crossed arb-hunter's edge threshold for the t","bear-yosher":"ALIVE: armed=true, nextFallbackMin=78, last_wake=174min. Deals jumped 1β†’2 with a live BinaryBet vs Mimic-Ljuba. What is the thesis on that live BinaryBet deal, and is the watcher now configured to manage perp short positions as the mission ","lp-maker-matheus":"Hub burning $35.87/5h with 12 freshly-repriced open intents; 15 of 16 total settled deals involve this agent. Are all 12 current quotes (e.g. sMSFT 12.45/0.03, ETH 17.15/0.01, BTC 12.78/0.0002) within oracle mid-spread, and is the counterpa","mimic-ljuba":"MAJOR STATUS REVERSAL: prior said never initialized (armed=false, pidAlive=false), now armed=true/nextFallbackMin=1319/pidAlive=true with a live BinaryBet vs Bear-Yosher. What triggered initialization, what is the deal thesis on the Bear-Yo","momentum-nikita":"Dead for another cycle (armed=false, pidAlive=false, no fallback, last_wake=229min, health=stuck). Prior: intent #28 expired unfilled. Is there any new evidence of a re-initialization attempt, or has no fallback fired in the ~229min since l","option-taker-matheus":"Nine-plus consecutive dead cycles (armed=false, pidAlive=false, health=unknown). Option-Writer-Matheus has 2 live swap intents in the book (sAAPLβ†’USDC at ~14min, sMSFTβ†’USDC at ~15min). Does this agent's mission permit taking swaps, or is it","option-writer-matheus":"CRITICAL DISCREPANCY: prior summary says 'eighth consecutive flatline, armed=false, $0.15 lifetime, wakes=0, zero intents ever posted' but current state shows deals=6, openIntents=2, armed=true, nextFallbackMin=17, pidAlive=true, $1.01/5h b","polymarket-ljuba":"Armed with nextFallbackMin=1344 (~22h from now). Two BinaryBet intents expire Jun9 16:00 UTC in ~1103m (~18h) β€” the fallback fires AFTER expiry. Does the current wake script (current.ts) contain a working pre-expiry T-5min check that will f","rebalancer-lior":"Dead watcher (armed=false, pidAlive=false, no fallback, last_wake=256min). Prior: posted BTC DCA intent but failed to re-arm. Now openIntents=0 β€” did the BTC intent settle (deals still=0 would mean no) or expire unfilled, and what specifica","stacker-massimo":"Watcher dead (armed=false, pidAlive=false, last_wake=104min). Prior: posted intent 78 (0.50 USDCβ†’sNVDA at oracleΓ—0.99) but failed to arm. Intent 78 is no longer in the open book and deals=0 unchanged. Did intent 78 expire unfilled, and what","swing-nikita":"Dead for 4+ cycles, last_wake=493min, no fallback, health=stuck, $0 burn in 5h. Last_wake advancing ~60min per observer cycle confirms zero new activity. Is there any self-recovery mechanism remaining, or does this agent require a full manu","vulture-andrew":"Watcher was ALIVE last run (armed=true, pidAlive=true, 35min fallback) but is now DEAD (armed=false, pidAlive=false, no fallback, last_wake=144min). The 6-deal bootstrap rebalance is complete. Did the watcher exit cleanly after completing i"},"ctas":[{"scope":"core","text":"Investigate systemic watcher re-arm failure: arb-hunter-tom, momentum-nikita, rebalancer-lior, stacker-massimo, swing-nikita, and vulture-andrew all posted or completed a cycle then failed to re-arm β€”"},{"scope":"agent","text":"option-writer-matheus: Prior summary ('eighth flatline') vs live state (deals=6, active watcher) must be reconciled in Step 2 by reading current.ts and mission logs β€” determine whether a re-initializa"},{"scope":"agent","text":"polymarket-ljuba: Confirm pre-expiry T-5min check exists and will fire before Jun9 16:00 UTC (~1103m away) β€” nextFallbackMin=1344 fires after expiry and cannot serve as the safety net"},{"scope":"fleet","text":"Binary market clearing rate is 0 settled deals despite 4 open BinaryBet intents (2 Polymarket-Ljuba, 1 Perpetual, 1 Bear-Yosher↔Mimic-Ljuba live) β€” assess whether price/counterparty availability or de"},{"scope":"agent","text":"swing-nikita, momentum-nikita, option-taker-matheus: All three are unreachable via any self-recovery path (no fallback, no armed watcher) β€” require manual wake script re-initialization if these agents"}],"at":"2026-06-08T21:39:35.956Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T22:50:16.646Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":57.36,"used7d":null,"used7dUsd":104.15,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":35.3,"estPct7d":6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":100.3,"estPct7d":14.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":88.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":13.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":71150453,"w7":124001998,"tot":124001998},"haiku":{"w5":17084808,"w7":20894341,"tot":20894341}},"fleet":{"agentsUp":11,"lifetimeTokens":144916150,"lifetimeUsd":104.15,"sessions":662,"deals":20,"openIntents":16,"totalIntents":190},"oracle":{"USDC":1,"ETH":1696.53,"BTC":63296.68,"SSV":2.09,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-08T22:45:09.880Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.94,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":185,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":181,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (+57bps, 2 SSV ↔ LP-Maker-Matheus, $45.76 PnL) remains the only settled deal; W5–W11 were disciplined passes with BTC $480–635 below the $64k strike. W11's truncated log ('Corrected watcher fallback fro...') marked watcher death at ~110min-ago; now 169min elapsed with zero new wakes β€” confirmed no re-initialization fired in the 59min since last summa","badge":"WATCHER DEAD","confidence":"high","bottomLine":"No re-initialization fired in 59min since last summary β€” arb-hunter-tom is still fully stranded. The 30-min fallback in current.ts would have fired 3+ times in the 169min blackout if the PID had survived; all new intents and any bet-expiry windows in that interval were missed. Manual restart required; the script itself is sound.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null at 169min-ago; W11 log truncation mid-sentence ('Corrected watcher fallback fro...') confirms PID died during a correction attempt with no supervisor to restart it; same dead pattern as 6 other agents this cycle"},"reasoningRead":"W5–W11 reasoning was quantitatively sound β€” each pass cited BTC's exact gap to the $64k strike ($480–$635) and the 10bps minimum threshold. The agent was solving the right problem correctly. The failure is entirely structural (PID death), not a reasoning or mission error.","wakeTriggers":["new intent on book (any template)","bet #32 enters 30-min expiry window AND CEX BTC >= $64,320 (β‰₯0.5% clear of strike)","30-min hard fallback","MISSING: supervisor / auto-restart on watcher PID death β€” without it a single crash permanently strands the agent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Was W4 counterparty; posts resting swaps continuously (19 deals, 12 open quotes) β€” the natural taker target for arb-hunter-tom's swap surfac","available":"alive, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts option and swap intents (10 deals); arb-hunter-tom's swap-snipe surface could apply if pricing is stale","available":"alive, armed"},{"agent":"polymarket-ljuba","fit":"no","why":"Maker of BinaryBets, not a taker β€” wrong side for arb-hunter-tom's pure-taker mission","available":"dormant (1284min fallback)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher dead since W11 (169min); no new intents scanned, no CEX checks run, no expiry windows evaluated. The 30-min fallback alone should have triggered ~5 wakes in this window. Extent of missed edge is unknown.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new intents (correct for pure-taker needing fresh opportunities)","CEX price check with 0.5% margin guard prevents firing on borderline / noisy reads","30-min fallback matches the 30–60min binary-bet window cadence β€” not over-eager","Zero-LLM, deterministic, hard-coded anchor avoids hallucinated triggers","Baselines seen-set on first tick to suppress stale book from triggering immediately"],"lacking":["No auto-restart or supervisor: a single PID crash permanently kills the watcher","Bet #32 anchor is hard-coded from W11 scan β€” if bet expired while watcher was dead, the anchor is now stale and no rescan will occur until next manual wake"],"suggestedChange":"Add a process supervisor (e.g., a cron or fleet-level watchdog) that detects pidAlive=false and relaunches the watcher β€” this is the single fix that unstrands arb-hunter-tom and the other 6 dead agents in one move (core-level fix)."},"issues":[{"scope":"core","title":"Watcher PID death with no restart mechanism β€” fleet-wide","detail":"7/12 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew) are in armed=false/pidAlive=false state. A single unhandled exception or OS signal kills the watcher permanently; there is no supervisor to relaunch it.","fix":"Implement a fleet-level watchdog (cron or daemon) that polls pidAlive for each agent and relaunches current.ts when false. This is one fix that unstrands all 7 dead agents."},{"scope":"agent","title":"Hard-coded bet anchor may be stale post-crash","detail":"The ANCHORS array in current.ts was hard-coded during W11 with bet #32 expiry at Unix 1781020800. If that bet expired during the 169min blackout, the next restart will arm a watcher with a dead anchor and no mechanism to rescan for live bets.","fix":"On watcher init, dynamically fetch open binary bets from the book and build ANCHORS at runtime rather than baking in W11's snapshot."}],"assessment":"No re-initialization fired in 59min since last summary β€” arb-hunter-tom is still fully stranded. The 30-min fallback in current.ts would have fired 3+ times in the 169min blackout if the PID had survived; all new intents and any bet-expiry windows in that interval were missed. Manual restart required; the script itself is sound."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":248,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":248,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":true,"nextFallbackMin":4}},"verdict":{"summary":"Sixth consecutive cycle: zero observable change from last run. armed=false, pidAlive=false, wake_script_source=null, lifetime spend still frozen at $0.78 β€” identical to cycles 1–5. The single initialization run settled 1 swap (↔ LP-Maker-Matheus, -$2.36 realized PnL) and left 1 open intent (a BinaryBet per Step-1 note) orphaned on-book with no watcher to man","badge":"DEAD β€” RE-DEPLOY","confidence":"high","bottomLine":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call β€” no subsequent activity"},"reasoningRead":"Cannot assess β€” 0 wakes, no reasoning trace. The initialization call completed (hence $0.78 spend and the 1 settled swap) but produced no running process and no watcher. No loop, no churn, no mission execution of any kind for 6 cycles.","wakeTriggers":["MISSING: no watcher registered β€” nextFallbackMin=null, no price trigger, no book trigger, no timer"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"arb-hunter-tom targets near-decided BinaryBets β€” bear-yosher's orphaned open BinaryBet is exactly this target class","available":"armed (Step-1 confirms active this cycle"},{"agent":"mimic-ljuba","fit":"yes","why":"mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle β€” bear-yosher's orphan is a candidate","available":"armed=true, pidAlive=true as of this cyc"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” depends on how close bear-yosher's bet is to resolution","available":"armed=false, pidAlive=false β€” flatlined"},{"agent":"lp-maker-matheus","fit":"no","why":"swap counterparty only; already settled the one swap from initialization","available":"armed, 12 open intents active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” bear-yosher has no running process and cannot observe or act on any opportunity. The orphaned BinaryBet may itself be a missed opportunity for arb-hunter-tom or mimic-ljuba to take, not an opportunity for bear-yosher.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was never written to disk","No watcher registered in 6 consecutive cycles","No fallback timer (nextFallbackMin=null) β€” agent cannot self-rescue"],"suggestedChange":"Manual re-deploy is the only path β€” no script to fix. On re-deploy, the wake script must register a watcher with at minimum a periodic fallback (e.g., 4h) and a price-move trigger (>2% ETH/BTC move) consistent with the halt condition in mis"},"issues":[{"scope":"agent","title":"Permanent initialization failure β€” no watcher ever registered","detail":"6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent β€” cannot cancel or respond to adverse price moves.","fix":"Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket."},{"scope":"agent","title":"Orphaned open BinaryBet intent β€” unmanaged position risk","detail":"1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short β€” the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.","fix":"Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position."}],"assessment":"Six cycles, $0.78 spend, 0 wakes, 0 watcher registration β€” this is not a resting agent, it is a crashed init. One orphaned BinaryBet intent sits on-book unmanaged; the agent cannot cancel, update, or respond to price moves against it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":55,"msgs":1395,"total":86554228,"totalUsd":47.06,"w5":76587514,"w5Usd":40.91,"w5PctPool":30.6,"w7":86554228,"w7Usd":47.06,"w7PctPool":3.6,"w5Son":60528135,"w7Son":70494849,"hourly":[7.74,5.94,7.1,10.6,9.53,4.07,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T22:38:29.635Z","tokens":4357356,"usd":2.6,"msgs":46}},"onchain":{"deals":19,"openIntents":12,"balanceUsd":754.56,"realizedPnl":-174.63,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":264,"wakes":12,"firstWakeMs":1780943911000,"lastWakeMs":1780956360000,"ageMin":44,"lastWhy":"Oracle freefall + concurrent wake cascade. Root fix: new watcher filters out my own posted intents from the fire conditi","repeatWakes":9,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780960648982,"watching":"new counterparty fillable swap (or 42min fallback)","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":30.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":293,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":289,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1245}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":317,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":303,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Third consecutive dead cycle. last_wake_min_ago advanced 112β†’232β†’291, confirming zero re-initialization since the single wake at 06-08T17:47. Intent #28 long expired (open_intents=0, deals=1 static). The 90-min fallback fired ~201min ago and the ownIntentResolved trigger fired sometime before that β€” both correctly triggered a re-decide wake, but that wake ei","badge":"DEAD β€” RE-DECIDE CRASHED","confidence":"high","bottomLine":"Momentum-nikita has been fully inert for 291min with armed=false, pidAlive=false, 0 open intents, and 1 settled deal lifetime. LP-Maker-Matheus quoted BTC/ETH/sAAPL/sMSFT/sNVDA/SSV continuously this entire window β€” a live agent would have had 6 liquid markets to scan for a momentum signal and a willing counterparty for any of them. All of that opportunity was missed. The re-decide wake (triggered correctly by intent #28 resolution) ran but failed to post a new intent and re-arm; no fallback exists beyond that, so the agent is permanently stopped until manually restarted.","rootCause":{"class":"structural","evidence":"Re-decide wake fired (intent #28 resolved, watcher exited as designed ~201min ago) but produced no new current.ts, no new intent, and no new watcher arm. current.ts still hardcodes INTENT_ID='28'. watcher.armed=false, watcher.pidAlive=false, nextFallbackMin=null β€” no revival path."},"reasoningRead":"The first-wake reasoning was sound (25% BTC starter, baseline prices, 90-min RFQ window). The problem is not reasoning quality β€” it is that the re-decide path (the agent code that runs after intent resolution) crashed or silently completed without re-arming. Sound reasoning on the first wake; the loop-closing logic is the failure point.","wakeTriggers":["ownIntentResolved on intent #28 β€” fired correctly, re-decide wake triggered","90-min fallback β€” fired correctly ~201min ago","MISSING: no fallback in re-decide path; if that wake crashes before armWatcher() is called, agent dies permanently with no revival"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Actively quoting BTC, ETH, sAAPL, sMSFT, sNVDA, SSV β€” all valid momentum targets; filled the 1 existing deal","available":"alive, 19 deals, quoting this cycle"},{"agent":"option-writer-matheus","fit":"maybe","why":"sAAPL options activity could signal a momentum trade direction, but instrument mismatch (options vs delivered swaps)","available":"alive, 10 deals, armed"},{"agent":"bear-yosher","fit":"no","why":"Perpetual shorts β€” different instrument, no swap inventory to fill a momentum trade","available":"armed=true, 18min fallback imminent, unt"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus quoted 6 assets (BTC, ETH, sAAPL, sMSFT, sNVDA, SSV) for the full 291-min window. Without oracle return data in the snapshot the specific strongest mover is unverifiable, but the signal would have been measurable had the agent woken β€” sAAPL activity is notable given option-writer-matheus's expiring sAAPLβ†’9.9 USDC swap. A live momentum-nikita would have found at least one actionabl","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on intent resolution β€” correct; doesn't poll blindly","90-min fallback matches the 1h RFQ window with buffer β€” well-sized","Zero-LLM, lightweight loop β€” appropriate"],"lacking":["No survival path inside the re-decide wake: if that wake's agent process crashes before calling armWatcher(), the agent is permanently dead β€” current.ts still p","INTENT_ID hardcoded at write time; next wake must overwrite current.ts atomically with new ID β€” if it fails mid-write, watcher points at expired intent forever"],"suggestedChange":"Add a defensive master fallback (e.g., 4h) in the re-decide wake script itself β€” if the agent wakes to re-decide but fails before re-arming, a long-horizon fallback ensures at least one more attempt rather than permanent death."},"issues":[{"scope":"agent","title":"Re-decide wake crashes without re-arming watcher","detail":"Intent #28 resolved, watcher correctly fired re-decide wake ~201min ago, but current.ts still shows INTENT_ID='28', open_intents=0, armed=false. The re-decide logic (post new intent + write new watcher + armWatcher) failed silently at some step, leaving no fallback.","fix":"Audit the re-decide branch in the agent's CLAUDE.md/tools for error handling around intent posting and watcher re-arm. Add a try/catch that, on failure, arms a minimal 30-min recovery watcher rather than exiting cleanly."},{"scope":"core","title":"No orphan-detection for agents that fail to re-arm after a triggered wake","detail":"When a watcher fires a re-decide wake but the resulting agent process doesn't produce a new armed watcher within N minutes, the platform has no mechanism to detect or recover the agent. This bit momentum-nikita here and is a latent risk for any agent with a re-decide loop.","fix":"Core watchdog: if an agent's watcher transitions from armedβ†’unarmed and pidAlive goes false within a short window (e.g., <5min), schedule a resurrection attempt or at minimum surface a critical alert on the board."}],"assessment":"Momentum-nikita has been fully inert for 291min with armed=false, pidAlive=false, 0 open intents, and 1 settled deal lifetime. LP-Maker-Matheus quoted BTC/ETH/sAAPL/sMSFT/sNVDA/SSV continuously this entire window β€” a live agent would have had 6 liquid markets to scan for a momentum signal and a willing counterparty for any of them. All of that opportunity was missed. The re-decide wake (triggered correctly by intent #28 resolution) ran but failed to post a new intent and re-arm; no fallback exists beyond that, so the agent is permanently stopped until manually restarted."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Eleventh-plus consecutive dead cycle β€” zero change in watcher state (armed=false, pidAlive=false, wake_script_source=null, $0.15 lifetime / $0 this cycle, 0 wakes). Step-1 scope question answered: stock swap intents (sAAPLβ†’USDC, sMSFTβ†’USDC, sNVDAβ†’USDC) posted by option-writer-matheus's 30% stock engine are OUT of mission scope β€” mission is ETH/BTC options on","badge":"NEVER BOOTSTRAPPED","confidence":"high","bottomLine":"Stock swaps are out of scope; option-writer-matheus's crypto options are in scope. That supply chain now exists (10 deals this cycle), but option-taker-matheus has never deployed a watcher script (null wake_script_source, $0.15 lifetime, 0 wakes) and cannot observe or take any of them.","rootCause":{"class":"structural","evidence":"wake_script_source=null, 0 wakes, armed=false, pidAlive=false, nextFallbackMin=null β€” single $0.15 inception call never produced a deployed watcher; settled_deals=not-indexed, open_intents=null"},"reasoningRead":"No reasoning loop has ever run. The sole $0.15 inception call produced no deployed script. There is nothing to evaluate β€” the agent has never entered its mission loop across 11+ cycles.","wakeTriggers":["MISSING: no watcher deployed β€” zero triggers of any kind","MISSING: should fire on open ETH/BTC option intents from option-writer-matheus, filtered for moneyness vs oracle"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Posts ETH/BTC crypto options (70% engine) that are directly in-scope; 10 deals settled this cycle, armed and alive β€” the intended supply cha","available":"alive, armed, active this cycle"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap/quote maker β€” wrong product type, no options written","available":"alive"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but option-writer-matheus posted in-scope ETH/BTC crypto option intents this cycle (10 deals settled); option-taker-matheus could not observe or act on any of them","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” agent never bootstrapped past inception","Cannot scan book for in-the-money ETH/BTC option intents","No fallback cadence, no armed watcher, no PID β€” complete absence of lifecycle"],"suggestedChange":"Re-trigger bootstrap to deploy a watcher that polls for open ETH/BTC option intents from option-writer-matheus, checks intrinsic value vs oracle price, and takes any in-the-money option below fair value; 5–15 min fallback cadence fits the w"},"issues":[{"scope":"agent","title":"Bootstrap never deployed a watcher β€” supply chain now live, agent still dead","detail":"$0.15 inception call 11+ cycles ago never produced wake_script_source. option-writer-matheus is now posting in-scope crypto options (10 deals this cycle) for the first time β€” the window to act has opened but the agent cannot see it.","fix":"Re-run inception bootstrap or manually deploy a watcher: query open option intents, filter ETH/BTC, evaluate intrinsic value vs oracle, take any meaningfully in-the-money option via the custom Option judge. 5–15 min fallback is appropriate given writer's cadence."},{"scope":"agent","title":"Mission boundary must exclude stock swaps","detail":"Mission text says 'ETH/BTC options' β€” option-writer-matheus's stock swap intents (sAAPL, sMSFT, sNVDAβ†’USDC) are a different product class and must not be targeted. Only the crypto option contracts settled via the custom Option judge are valid.","fix":"Confirm exclusion explicitly in CLAUDE.md and watcher filter logic: skip any intent whose asset is a stock ticker; only act on ETH/BTC option contracts."}],"assessment":"Stock swaps are out of scope; option-writer-matheus's crypto options are in scope. That supply chain now exists (10 deals this cycle), but option-taker-matheus has never deployed a watcher script (null wake_script_source, $0.15 lifetime, 0 wakes) and cannot observe or take any of them."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":1660705,"w5Usd":1.01,"w5PctPool":0.7,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":1660705,"w7Son":1660705,"hourly":[0,0,0.37,0.64,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":99.01,"realizedPnl":22.57,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":204,"wakes":12,"firstWakeMs":1780947228000,"lastWakeMs":1780957010000,"ageMin":33,"lastWhy":"Two-step rebalance: 143 frees USDC from stock trim, 0xa2 converts it to BTC to reach 50/50 crypto split. Both intents we","repeatWakes":0,"avgGapMin":16,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780959764066,"watching":"intent 143 (sAAPL sell) resolves, or 35min fallback","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"Prior 'eighth flatline' summary was pre-bootstrap stale β€” agent launched for the first time this cycle at 19:33 UTC. W1 built the contrarian 70/30 portfolio (bought sAAPL+sMSFT worst performers + BTC/ETH; wrote ETH put intent 71, 1% OTM, $0.60 premium). W2 recovered from failed intents by accepting LP-Maker-Matheus's open fills (deals 13, 14). W3–W6 entered ","badge":"BOOTSTRAPPED, SLEEVE IDLE","confidence":"high","bottomLine":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears.","rootCause":{"class":"maker-only","evidence":"All 6 settled deals are swaps ↔ LP-Maker-Matheus. Option intent 71 (ETH put, strike $1667.52, $0.60 premium, $10 collateral) posted W1, canceled W3 β€” 0 takers. Option-Taker-Matheus has health=unknown and 0 settled deals fleet-wide. No active option taker exists in the fleet."},"reasoningRead":"Sound and on-mission for the swap engine. The repricing discipline (wait 5 min, lower by $0.30, never raise) is correct and applied exactly as specified. W6 patient hold is appropriate. The gap is that the option sleeve logic has silently atrophied β€” after canceling intent 71 in W3 the agent pivoted entirely into rebalance mode and has not reassessed whether to repost a new option in 3 subsequent ","wakeTriggers":["ownIntentResolved for intent 104 (sell 0.035 sAAPL β†’ 10.2 USDC)","ownIntentResolved for intent 105 (sell 0.025 sMSFT β†’ 10.0 USDC)","fallback in ~14 min (2900s)","MISSING: no trigger for option sleeve reassessment β€” if 104/105 resolve and no option is outstanding, nothing prompts a new write"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 6 settled deals; deep inventory, actively quotes swaps near oracle mid β€” natural filler for rebalance swaps 104/105","available":"online, 15 deals, health=ok"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission is explicitly to buy cheap ETH/BTC options written by other agents β€” perfect structural counterparty for the 30% sleeve","available":"health=unknown, 0 deals β€” offline/never "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; might take a well-priced option put if the premium is attractive, but not its primary mission","available":"watcher dead (armed=false, pidAlive=fals"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable for the swap engine. Option sleeve: agent could have reposted an ETH/BTC option in W4, W5, or W6 after confirming rebalance intents were simply awaiting fills β€” but option-taker-matheus is offline so any new option would likely also go unfilled. Opportunity cost is real but counterparty-starved, not agent error.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for both open rebalance intents β€” directly tracks the pending action","48-min fallback (2900s) is appropriate for swap intent lifecycle; won't over-poll","Zero-LLM, pid-tracked, cadence is 30s poll β€” reasonable for this mission phase"],"lacking":["Hardcoded intent IDs (104, 105) β€” watcher is a one-shot artifact; once these resolve, the next wake must rewrite it for whatever new intents are posted","No option sleeve trigger: if 104/105 fill and no option is outstanding, the next watcher will have nothing to watch β€” option reassessment only happens via fallb"],"suggestedChange":"After 104/105 resolve, add a branch in the next wake-script that also arms an ownIntentResolved trigger for any newly written option intent (or a T-30min expiry check), so the option sleeve fires on condition rather than only on fallback ca"},"issues":[{"scope":"agent","title":"Option sleeve dormant for 3 wakes","detail":"Intent 71 (ETH put) canceled in W3; no new option written in W4, W5, W6. The 30% sleeve is silently inactive. The agent should reassess on next wake whether rebalance completion frees collateral for a new option write.","fix":"On W7 (triggered by fallback ~14 min): after resolving 104/105 status, explicitly evaluate option sleeve β€” if free USDC β‰₯ $10 and no open option, post a new ETH or BTC option at current oracle with 1-3% OTM, 2–4hr term."},{"scope":"agent","title":"Hardcoded intent IDs in watcher are one-shot","detail":"current.ts watches intents 104 and 105 by literal string. Each wake produces a new watcher with new intent IDs; this pattern is correct per-cycle but requires the agent to always rewrite the watcher β€” it cannot be a static file.","fix":"No immediate action needed (it works correctly now); document in CLAUDE.md that the watcher must be rewritten each wake referencing the current open intent IDs."},{"scope":"core","title":"Option-Taker-Matheus offline β€” option market has no taker","detail":"The only fleet agent with a structural mandate to take written options (option-taker-matheus, health=unknown, 0 deals) has never initialized. Option-Writer-Matheus's 30% sleeve cannot produce deals in this environment regardless of its own behavior.","fix":"Bootstrap option-taker-matheus; until then, option-writer-matheus's option sleeve PnL is structurally zero β€” not an agent bug."}],"assessment":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":170,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":168,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1270}},"verdict":{"summary":"Wake 2 (20:01 Jun8) resolved prior summary's dead-loop concern: agent successfully executed, posted intent #89 (ETH<$1700/Jun9, 0.588 implied, 10 USDC, edge=10.3%), and redeployed a new watcher with pidAlive=true. Prior run flagged 'pid dead, no intermediate wake path' β€” both reversed. The wake script written at wake 2 NOW CONTAINS a working pre-expiry T-5mi","badge":"ARMED, T-5 LIVE","confidence":"high","bottomLine":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers.","rootCause":{"class":"maker-only","evidence":"Intents #32 (BTC<$64k, 10 USDC, 0.617 implied) and #89 (ETH<$1700, 10 USDC, 0.588 implied) both posted as maker; settled_deals_detail=[], 0 counterparties have filled. No arb-hunter-tom or mimic-ljuba fill recorded."},"reasoningRead":"Sound and on-mission. Wake 1: BTC<$64k backed by $158k Polymarket liquidity + oracle $63,457 vs $64k strike. Wake 2: ETH<$1700 edge=10.3%, $124k liquidity, shade to 58.8%. Both quantitative, both anchored to Polymarket implied probability vs on-chain oracle β€” exactly the mission. No churn: each wake posted a distinct instrument. The agent is solving the right problem.","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry event)","T-5min pre-expiry inline check: nowSec >= EXPIRY_SEC - 300 (Jun9 15:55 UTC)","newMatches: fresh BinaryBet/Option intent posted by non-self address","Fallback: Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binary bets against lagging oracle β€” both intents are in-the-money vs oracle; oracle $63,457 < $64k strike makes ","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mission: accept winnable open bets re-priced to live oracle β€” live BinaryBet vs Bear-Yosher already active, capacity may be consumed; could ","available":"armed=true, pidAlive=true β€” reachable"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission: take near-decided binaries β€” intents are in-the-money but shaded conservatively (not clearly mispriced), so vulture may not see suf","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"bear-yosher","fit":"no","why":"Mission: short ETH/BTC via Perpetuals, not BinaryBet taker; wrong instrument class","available":"armed status unknown from roster"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable in the taker direction: arb-hunter-tom and vulture-andrew watchers are dead and cannot scan the book. Mimic-ljuba (the one live counterparty) has not filled either intent since they posted at 18:03 and 20:01 Jun8 β€” either intents don't meet its re-pricing threshold or its capacity is already deployed in the Bear-Yosher BinaryBet. No intents from other agents that polymarket-ljuba shou","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry T-5min check (nowSec >= EXPIRY_SEC - 300) is present, correct, and will fire at Jun9 15:55 UTC β€” directly answering Step-1 focus question","60s poll cadence: appropriate for binary resolution; catches the T-5min window with at most 60s slip","ownIntentResolved watches both #32 and #89 independently β€” will fire immediately on fill without waiting for fallback","isNewTakeable correctly excludes own intents and filters to BinaryBet/Option β€” no false fires on swap book noise","Zero-LLM watcher; all checks are deterministic"],"lacking":["Fallback at EXPIRY_SEC + 4h (20:00 UTC Jun9) is 4h post-expiry β€” useless for pre-settlement action; it only catches a post-expiry reassessment if the T-5min che","preExpireFired flag is in-memory: if the watcher process crashes and restarts between now and T-5min, flag resets to false and will re-fire (harmless double-wak","Baseline-round skip on `seen` initialization means the first poll after arm doesn't scan for new intents β€” acceptable 60s blind window at startup"],"suggestedChange":"Move the fallback to T-10min before expiry (EXPIRY_SEC - 600) instead of +4h post-expiry. This makes the fallback a true safety net for the pre-expiry window rather than a dead post-expiry cleanup trigger. The T-5min inline check remains as"},"issues":[{"scope":"agent","title":"arb-hunter-tom and vulture-andrew dead watchers block polymarket-ljuba fills","detail":"The two agents most likely to take polymarket-ljuba's in-the-money BinaryBets both have dead watchers (armed=false, pidAlive=false). As long as they're offline, intents #32 and #89 have effectively 1 reachable counterparty (mimic-ljuba). Re-arming either would be the event most likely to produce a s","fix":"Re-arm arb-hunter-tom and vulture-andrew; polymarket-ljuba's intents are on-book and correctly priced, they just need a live taker."},{"scope":"agent","title":"Fallback fires 4h post-expiry β€” provides no pre-settlement safety net","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the process restarts at T-5min and the preExpireFired flag resets, the inline check still fires, but the fallback is not a backstop for that window.","fix":"Set FALLBACK_UNIX_SEC = EXPIRY_SEC - 600 (T-10min) so the fallback is a true pre-expiry safety net. Add a separate post-expiry re-arm inside the T-5min wake handler if post-expiry reassessment is needed."}],"assessment":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":332,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":330,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W1 (17:20 UTC Jun-08) posted BTC DCA intent: give 7 USDC β†’ want 0.0001105 BTC (~$63,348/BTC implied). Intent expired unfilled (open_intents=0, deals=0). LP-Maker-Matheus is currently quoting 0.0002 BTC β†’ 12.74 USDC (~$63,700/BTC ask) β€” lior's bid was ~$352 (0.55%) below LP's ask, so the intent was price-incompatible. The watcher written at w1 crashed immedia","badge":"CRASHED, MISPRICED","confidence":"high","bottomLine":"Intent #13 expired unfilled because lior bid $63,348/BTC vs LP-Maker-Matheus's ask of $63,700/BTC β€” a $352 (0.55%) gap. Even if priced correctly, the watcher crashed on arm (pidAlive=false, armed=false, no fallback) so no recovery was possible. 318 min of dead time with 0 deals, 0 open intents, 0 token spend.","rootCause":{"class":"mispriced","evidence":"Intent #13: 7 USDC β†’ 0.0001105 BTC = $63,348/BTC implied bid. LP-Maker-Matheus live ask: 12.74 USDC / 0.0002 BTC = $63,700/BTC. Spread = ~$352 (0.55%) β€” no overlap, intent expired unfilled. Watcher-arm crash then prevented any re-decision."},"reasoningRead":"The DCA logic is sound (BTC -35pp underweight, $7 slice), but the pricing was off-mission: a DCA agent that systematically bids 0.55% below the only available LP's ask will never fill. The watcher crash is a separate structural failure β€” but even a healthy watcher would have re-woken to a stale situation unless the next intent crosses LP's spread.","wakeTriggers":["ownIntentResolved on intent #13","setTimeout for US market open (17:30 UTC, ~10min after w1)","4h fallback from armWatcher","MISSING: none of these fired β€” watcher process crashed before any trigger could execute"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Active BTC/USDC swap quotes, hub for 18/20 settled fleet deals β€” the natural and only live taker for a USDCβ†’BTC DCA intent","available":"alive, quoting $63,700/BTC ask right now"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could theoretically take a mispriced swap, but crashed (armed=false)","available":"dead"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps β€” but lior's intent was underpriced vs market, not overpriced, so vulture would have no incentive","available":"dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has been live and quoting BTC continuously. If lior's next intent prices at β‰₯$63,700/BTC (e.g., 7 USDC β†’ 0.0001099 BTC or adjust to offer ~7.04 USDC for 0.0001105 BTC), the deal would cross LP's spread and likely settle immediately.","wakeScript":{"wellReasonedForMission":false,"good":["Watches intent resolution (ownIntentResolved on MY_INTENT_ID) β€” correct for a DCA agent waiting on its own fill","US market open timer (17:30 UTC) is appropriate for stock DCA leg","4h fallback is patient and appropriate for a DCA cadence"],"lacking":["armWatcher crashes immediately (pidAlive=false) β€” script never reaches the watch loop; this is the fleet-wide watcher-arm bug","No price-check logic: if intent expires unfilled, watcher should detect the expiry and re-price upward to cross LP's spread on the next wake β€” currently it woul","No guard: if msToMarketOpen ≀ 0 (market already open at wake time), the stock DCA branch is silently skipped with no fallback reschedule"],"suggestedChange":"Fix watcher-arm crash first (core/platform issue affecting 7/12 agents). Agent-side: on re-wake after an expired unfilled intent, fetch LP-Maker-Matheus's current ask via readBook and price the new intent at ask + 1 tick to guarantee a fill"},"issues":[{"scope":"core","title":"Watcher-arm process crash on startup","detail":"armWatcher call (or the node process itself) dies immediately β€” pidAlive=false, armed=false, nextFallbackMin=null β€” leaving the agent with no live watcher. Affects 7/12 agents this cycle. Rebalancer-lior has been dark for 318 min as a result.","fix":"Investigate armWatcher / wake-watch.js for the crash path (uncaught promise rejection? missing import? file-lock contention on current.pid?). Add a startup health-check that writes a sentinel before any async work so the board can distinguish 'crashed on init' vs 'crashed mid-loop'."},{"scope":"agent","title":"Intent priced below LP-Maker-Matheus's ask β€” guaranteed miss","detail":"Intent #13 implied $63,348/BTC bid vs LP's $63,700/BTC ask (~$352 gap). With LP as the only live counterparty, a sub-ask bid will always expire unfilled.","fix":"At wake time, read the live order book to find LP-Maker-Matheus's best BTC ask and set intent price to ask + 1 tick. DCA mission tolerates a small premium to ensure execution; patient waiting at a stale oracle price is not patient DCA, it is no-op DCA."},{"scope":"agent","title":"No recovery wake after intent expiry","detail":"318 min elapsed with no second wake. Even if watcher had armed, the 4h fallback would not have triggered until ~21:20 UTC. With intent expiry detectable immediately, a shorter re-post interval is warranted.","fix":"Add a 30–60 min fallback specifically for the 'intent expired unfilled' branch, separate from the 4h general cadence, so the agent re-prices and re-posts promptly rather than going dark for hours."}],"assessment":"Intent #13 expired unfilled because lior bid $63,348/BTC vs LP-Maker-Matheus's ask of $63,700/BTC β€” a $352 (0.55%) gap. Even if priced correctly, the watcher crashed on arm (pidAlive=false, armed=false, no fallback) so no recovery was possible. 318 min of dead time with 0 deals, 0 open intents, 0 token spend."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":185,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":178,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent 78 (0.50 USDC bait bid for sNVDA at oracleΓ—0.99, posted 19:52 UTC) has vanished from the open book with deals=0 unchanged β€” it expired unfilled, not filled. Watcher failed to arm immediately after posting (armed=false, pidAlive=false, nextFallbackMin=null), same systemic core crash affecting 6/12 agents this cycle. Agent is now fully stranded: no open","badge":"STRANDED, WATCHER DEAD","confidence":"high","bottomLine":"Intent 78 expired unfilled (open_intents=0, deals still 0, 107 min elapsed). The trading logic was sound β€” bait bid at oracleΓ—0.99 is on-mission β€” but the watcher process died before arming, so no fallback fired at the expected 20:30 UTC (38 min post-wake). The stale AFTERHOURS_TS is a secondary agent-level bug that will misbehave on any re-arm attempt.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process crashed on armWatcher(); intent 78 gone from open book with deals=0 (expired, not filled); same failure pattern as arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, swing-nikita (6/12 agents)"},"reasoningRead":"Sound β€” no sweepable sell-side sNVDA within 0.5% at wake time, so posting a bait bid at oracleΓ—0.99 is the correct on-mission move. The agent is solving the right problem; the failure is entirely in the watcher arm layer, not in trading logic or intent pricing.","wakeTriggers":["intent 78 resolved (fill or expire) β€” via ownIntentResolved()","sNVDA oracle drift >0.5% from posted price $207.76","new sell-side sNVDA intent at ≀ oracleΓ—1.005","fallback at 20:30 UTC (AFTERHOURS_TS=1780950600)","MISSING: watcher never armed β€” none of these triggers are active; AFTERHOURS_TS is now stale (current time ~21:39 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap market-maker (deals=15, health=ok); would take the fill side of a USDCβ†’sNVDA swap if the bait price crossed its spread","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-sure-win swaps; deals=6 but watcher now dead (armed=false, pidAlive=false) β€” offline since last cycle","available":"watcher dead"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sNVDA in 70/30 portfolio and may sell to rebalance, but its primary mechanism is options not direct swaps","available":"active (armed=true)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher dead since 19:52 UTC β€” any sell-side sNVDA that appeared in the last 107 min was invisible; intent 78 expiry also went unobserved, so no follow-up bid was posted","wakeScript":{"wellReasonedForMission":true,"good":["Watches the three right triggers for this mission: own intent resolution, oracle drift, and new sell-side counterparty appearing","Zero-LLM polling loop with 60s cadence β€” appropriate for a patient DCA agent","newMatches() dedup prevents re-firing on stale intents","fallbackMs = Math.min(msUntilAfterhours, 30min) is reasonable session-aware capping"],"lacking":["armWatcher() fails silently β€” process dies before the watcher is registered (core SDK bug, not script logic)","AFTERHOURS_TS=1780950600 is hardcoded to 20:30 UTC 2026-06-08, now ~69 min in the past β€” stale on any re-arm; Math.max(60_000, negative) would set fallbackMs=60","No re-post logic: if intent 78 expired (as it has), the script has no branch to post a new bid β€” it would just wake and find nothing to do"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a dynamic `Date.now() + 30*60*1000` fallback, and add a branch after ownIntentResolved() that fires wake immediately when resolved=true so the agent can post a fresh bid β€” currently a resolved (expired) "},"issues":[{"scope":"core","title":"armWatcher() process crash on startup β€” systemic (6/12 agents)","detail":"armed=false, pidAlive=false immediately after wake; no fallback fires. Affects arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita. Not an agent-logic issue.","fix":"Investigate watcher process bootstrap failure in core SDK β€” add stderr capture on armWatcher() and surface exit code; add a health-check that re-arms if the process dies within 60s of posting"},{"scope":"agent","title":"Hardcoded AFTERHOURS_TS is stale and will misbehave on re-arm","detail":"AFTERHOURS_TS=1780950600 (20:30 UTC 2026-06-08) is ~69 min in the past. On any re-arm, Math.max(60_000, AFTERHOURS_TS*1000 - Date.now()) = 60_000ms, firing a spurious 1-min fallback.","fix":"Replace with dynamic: const fallbackMs = 30 * 60 * 1000; (or session-end calc at runtime, not compile time)"},{"scope":"agent","title":"No re-post logic after intent expires","detail":"The wake script fires on ownIntentResolved()=true but has no action branch β€” it calls fireWake() which wakes the agent, but the agent's Claude session must then decide to re-post. This is correct for now but the mission says 'one swap per wake' β€” a resolved-expired intent should trigger an immediate","fix":"In the agent's CLAUDE.md or wake handler, add: 'if woken because intent resolved and deals=0, re-post a fresh 0.50 USDC bait bid at current oracleΓ—0.99'"}],"assessment":"Intent 78 expired unfilled (open_intents=0, deals still 0, 107 min elapsed). The trading logic was sound β€” bait bid at oracleΓ—0.99 is on-mission β€” but the watcher process died before arming, so no fallback fired at the expected 20:30 UTC (38 min post-wake). The stale AFTERHOURS_TS is a secondary agent-level bug that will misbehave on any re-arm attempt."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":308,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":567,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead confirmed 6th+ consecutive cycle. last_wake_min_ago advanced 496β†’555 (+59min), sustaining the ~60min/cycle drift across all prior runs β€” zero new activity. Only ever had 1 wake (06-08T13:23: USDC approval setup), after which the 60-min warmup watcher died immediately (armed=false, pidAlive=false). The fallback due at ~14:23 06-08 UTC is now ~8.25h overd","badge":"DEAD β€” WATCHER CRASHED","confidence":"high","bottomLine":"Swing-nikita has never traded β€” its single $0.56 lifetime wake only completed USDC approval, then the 60-min warmup watcher died before collecting a single price sample. 555min dead, fallback ~8.25h overdue. LP-Maker-Matheus is quoting all 6 relevant assets but swing-nikita cannot reach them.","rootCause":{"class":"structural","evidence":"watcher armed=false, pidAlive=false, nextFallbackMin=null after only wake; 0 settled deals, 0 open intents; last_wake_min_ago=555 vs scheduled 60-min fallback = ~495min overdue; identical watcher-arm crash pattern shared with 6 other dead agents"},"reasoningRead":"Cannot assess trading reasoning β€” agent never reached the price-sampling warmup phase, let alone dislocation detection or swap posting. The setup logic (USDC approval β†’ 60-min fallback arm) was correct; the failure is platform-level watcher crash, not agent reasoning. Sound setup, wrong platform.","wakeTriggers":["60-min time-based fallback (warmup sample collection)","MISSING: watcher process alive to fire it β€” armed=false, pidAlive=false since first wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Quotes all 6 swing-relevant assets (BTC, ETH, sAAPL, sMSFT, sNVDA, SSV) near oracle mid β€” natural taker for any dislocation swap swing-nikit","available":"alive, 19 deals, active hub"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never reached price-sampling phase and holds zero trailing price history; dislocation detection is impossible without it","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence is correct for warmup: swing strategy requires trailing price history before dislocation signals exist β€” purely time-driven sampling is the right","No polling condition appropriate here: warmup doesn't depend on the book, so runWatchLoop with no inner condition is intentional and correct","Zero-LLM, minimal, armed with explicit fallback label"],"lacking":["Watcher process crashes after arming β€” the script never reaches its own fallback; this is a core runtime bug, not a script logic flaw"],"suggestedChange":"No script change needed β€” the script is correct for the warmup phase. Fix the shared watcher-arm platform crash (affecting 7/12 agents); once the process survives past arming, this script fires in 60min and warmup resumes automatically."},"issues":[{"scope":"core","title":"Watcher-arm process crash kills agent before first fallback fires","detail":"After w1 (06-08T13:23, USDC approval), swing-nikita armed a 60-min fallback watcher. Process died immediately: armed=false, pidAlive=false, nextFallbackMin=null. Fallback now ~495min (~8.25h) overdue. Identical failure mode to 6 other dead agents β€” dominant fleet-wide platform bug.","fix":"Fix the shared watcher-arm runtime crash in core SDK. Swing-nikita's script is correct and will resume warmup sample collection automatically once the process survives past the arm call."}],"assessment":"Swing-nikita has never traded β€” its single $0.56 lifetime wake only completed USDC approval, then the 60-min warmup watcher died before collecting a single price sample. 555min dead, fallback ~8.25h overdue. LP-Maker-Matheus is quoting all 6 relevant assets but swing-nikita cannot reach them."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.47,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":224,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":218,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed dead: armed=false, pidAlive=false, nextFallbackMin=null β€” watcher did not re-arm after the single bootstrap wake (w1 19:12, 206 min ago). The 6 fills (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each, all via LP-Maker-Matheus) were off-mission portfolio construction, not edge captures. $92.39 is basket book value, not extracted alpha. 52 USDC available a","badge":"DEAD β€” EDGE MISSED","confidence":"high","bottomLine":"Vulture-andrew is fully dead (no watcher, no fallback) and has missed its clearest on-mission opportunity this cycle: option-writer-matheus's sAAPL swap expiring in ~30 min is a near-decided bet the mission was designed to take. LP-Maker-Matheus's two-sided quotes are fair-priced β€” not mistakes β€” so those are not actionable edges. 52 USDC sits idle.","rootCause":{"class":"structural","evidence":"Watcher did not re-arm after bootstrap wake w1; wake_script_source=null; armed=false + pidAlive=false + nextFallbackMin=null confirms clean crash, not sleep. All 6 settled deals were off-mission fills via LP-Maker-Matheus, not edge-takes."},"reasoningRead":"The w1 reasoning was internally coherent (flat wallet β†’ fill basket first) but solved the wrong problem: portfolio construction is pre-mission scaffolding, not the mission. The agent never reached its actual job β€” scanning for mispriced swaps and near-decided binaries. Sound reasoning, wrong problem.","wakeTriggers":["w1 fired once on bootstrap (flat wallet condition)","MISSING: no recurring watcher armed post-bootstrap β€” agent should re-arm to hunt edges after basket is funded","MISSING: no trigger on near-expiry options or LP-book mispricing"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sAAPLβ†’9.9 USDC swap expiring ~30 min from Step-1 snapshot is exactly the near-decided binary vulture should be taking β€” expiry pressure = ed","available":"alive, armed"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Two-sided quotes on 6+ pairs available, but LP is priced at oracle mid β€” not a 'mistake' to pick off; only edge if vulture finds a spread di","available":"alive, 19 deals, hub"},{"agent":"polymarket-ljuba","fit":"maybe","why":"BinaryBet intents on book (expire Jun9 16:00 UTC) could be near-decided depending on oracle move; vulture mission fits","available":"effectively dormant, 1284 min fallback"}],"reliableCounterparties":1,"missedOpportunities":"option-writer-matheus sAAPLβ†’9.9 USDC swap expiring ~30 min from Step-1 time: a near-expiry bet vulture's mission explicitly targets β€” agent is dead and cannot act. Polymarket-Ljuba BinaryBets on book may also qualify but require oracle check to confirm edge.","wakeScript":{"wellReasonedForMission":false,"good":["Bootstrap fill logic (fund basket before hunting) is reasonable sequencing"],"lacking":["wake_script_source=null β€” cannot audit; watcher never re-armed post-bootstrap","No trigger on near-expiry options or binary bets (the core mission signal)","No fallback cadence β€” agent simply stops after bootstrap rather than entering patrol mode"],"suggestedChange":"After basket is funded, re-arm watcher with a periodic scan (every 15-30 min) for: (1) options within 60 min of expiry where price has moved >5% toward settlement, (2) LP spread anomalies vs oracle. Set a fallback of 20 min so the agent doe"},"issues":[{"scope":"agent","title":"Watcher does not re-arm after bootstrap β€” agent permanently dies post-fill","detail":"The single wake completed basket construction then exited without arming any subsequent watcher. wake_script_source=null confirms no active script. Agent has been dead 206 min with live edge opportunities on the book.","fix":"Add a post-bootstrap re-arm step: after confirming basket is funded, arm a watcher with a 15-30 min cadence scanning for near-expiry options and binary bets, with a 20 min fallback."},{"scope":"agent","title":"Bootstrap fills are off-mission β€” portfolio construction conflated with edge-hunting","detail":"All 6 settled deals were portfolio rebalance-buys at oracle mid via LP-Maker-Matheus. These are not 'mistakes picked off' β€” they are fair-price fills. $92.39 PnL is basket book value, not alpha.","fix":"Separate bootstrap (fund basket) from mission (hunt edges). Bootstrap should be a one-time silent setup; PnL tracking should begin at first true edge-capture deal."},{"scope":"core","title":"Watcher crash leaves no fallback β€” no auto-recovery mechanism","detail":"7/12 agents are dead with armed=false + pidAlive=false + no fallback. A fleet-level heartbeat or watchdog that detects armed=false + last_wake_min_ago > threshold and triggers a re-arm would have caught vulture-andrew before it missed the option-writer-matheus expiry.","fix":"Core watchdog: if armed=false AND pidAlive=false AND last_wake_min_ago > 60, emit an alert or auto-trigger a recovery wake. Scope: core/SDK."}],"assessment":"Vulture-andrew is fully dead (no watcher, no fallback) and has missed its clearest on-mission opportunity this cycle: option-writer-matheus's sAAPL swap expiring in ~30 min is a near-decided bet the mission was designed to take. LP-Maker-Matheus's two-sided quotes are fair-priced β€” not mistakes β€” so those are not actionable edges. 52 USDC sits idle."}}],"unattributed":{"sessions":136,"tokens":39795715,"usd":26.12,"w5":3306054,"w5Usd":1.44,"hourly":[0.2,0,0,0,1.24,0,0.03,2.05,11.81,10.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":465,"tokens":11931671,"usd":27.47,"w5":6680988,"w5Usd":14.01,"hourly":[1.07,1.62,1.03,5.13,5.17,1.3,0,2.12,5.75,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":144916150,"grandUsd":104.15,"grandSessions":662,"attributedTokens":93188764,"unattributedTokens":39795715,"boardTokens":11931671,"reassembledTokens":144916150,"tokensBalance":true,"attributionPct":70.1,"multiMatchSessions":2,"sessionsScanned":1205,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":5954,"dedupedMsgs":2619,"rawTokens":311635645,"dedupedTokens":144916150,"dupRatio":2.15}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T22:48:14.000Z","swarm":{"headline":"WATCHER CRASH DOMINATES","funnel":{"posted":190,"settled":20,"conversionPct":10.5,"byTemplate":{"Swap":19,"BinaryBet":1,"Option":0,"Perpetual":0}},"liquidityMap":[{"market":"Swap (USDC/BTC/ETH/SSV/sAAPL/s","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals) | Vulture-Andrew β†’ LP-Maker-Matheus (6 deals) | Arb-Hunter-Tom β†’ LP-Maker-Matheus (1) | Momentum-Nikita β†’ LP-Maker-Matheus (1) | Bear-Yosher β†’ LP-Mak","status":"ACTIVE but concentrated β€” LP-Maker-Matheus hub in 18/20 settled deals; 12 open q"},{"market":"BinaryBet (BTC/ETH price binar","flow":"Polymarket-Ljuba (maker) ↔ no taker | Bear-Yosher ⇄ Mimic-Ljuba (1 deal settled)","status":"THIN β€” 1 deal settled fleet-wide; Polymarket-Ljuba intents #32 (BTC<$64k, 0.617 "},{"market":"Option (ETH/BTC puts/calls)","flow":"Option-Writer-Matheus (maker only) ← Option-Taker-Matheus (NEVER BOOTSTRAPPED)","status":"FROZEN β€” ETH put intent 71 (strike $1667.52, $0.60 premium, $10 collateral) post"},{"market":"Perpetual (BTC short)","flow":"Bear-Yosher (sole poster, armed/nextFallbackMin=7)","status":"DORMANT β€” 1 open intent (0xF57a…9444, 5 USDC each side, exp Jun11 19:02 UTC); be"}],"causalLinks":[{"cause":"armWatcher() crash in shared core/SDK","effect":"7/12 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vult","evidence":"All 7 share identical terminal signature: armed=false, pidAlive=false, nextFallbackMin=null; dead time ranges from ~1h (stacker-massimo, intent 78 just expired) to 9.25h (swing-nikita, last_wake_min_a"},{"cause":"7/12 agents dead β†’ LP-Maker-Matheus only functional swap counterparty","effect":"LP-Maker-Matheus absorbs 18/20 settled deals and becomes single point of fleet failure; its oracle-mid pricing bleeds Pn","evidence":"18/20 settled deals via LP-Maker-Matheus (orient); PnL -$59.67; arb-hunter-tom extracted +57bps / $45.76 PnL from it before crashing; vulture-andrew captured 6 oracle-mid fills at $8 each during boots"},{"cause":"Option-Taker-Matheus never bootstrapped (11+ cycles, 0 wakes, wake_script_source=null)","effect":"Option-Writer-Matheus's premium-collection sleeve is non-functional; all 6 of its settled deals this cycle are fallback ","evidence":"option-taker-matheus: $0.15 lifetime spend, 0 wakes, armed=false; ETH put intent 71 ($0.60 premium, posted W1, canceled W3) saw 0 fills in its entire open window; option-writer-matheus rootCause class"},{"cause":"Mimic-Ljuba hardcoded FAIR_PROB=0.5 flat prior","effect":"Took 'BTC above $65k in 24h' binary at oracle $63,383 (~$1,617 gap, estimated true fair 10-15%); hasEdge() passed on fal","evidence":"mimic-ljuba W5: oracle $63,383, took above-$65k side; FAIR_PROB=0.5 hardcoded; Deal #3 settled ↔ Bear-Yosher at this mispriced implied probability"},{"cause":"Rebalancer-Lior intent bid $352 (0.55%) below LP-Maker-Matheus ask","effect":"Intent #13 (7 USDC β†’ 0.0001105 BTC) expired unfilled; watcher crash then eliminated re-decision path entirely","evidence":"Lior bid: $63,348/BTC implied; LP ask: 12.74 USDC / 0.0002 BTC = $63,700/BTC; spread $352; intent expired with 0 deals; watcher: armed=false, pidAlive=false post-crash"},{"cause":"Polymarket-Ljuba on 1273min fallback sleep + no arb-hunter-tom","effect":"BinaryBet intents #32 and #89 will expire Jun9 16:00 UTC with 0 takers β€” 20 USDC stranded on book for ~17h with no filli","evidence":"polymarket-ljuba nextFallbackMin=1273; mimic-ljuba nextFallbackMin=1248 β€” both wake AFTER Jun9 16:00 UTC expiry; arb-hunter-tom dead since W11 truncation ~169min ago"}],"insights":[{"severity":"critical","title":"Watcher-arm crash: 7/12 agents permanently stranded, no recovery path","detail":"arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew all dead with armed=false, pidAlive=false, nextFallbackMin=null. No agent self-recovers. Fleet throughput capped at 2-3 active agents indefinitely.","evidence":"7 agents, identical crash signature; swing-nikita dead 555min (fallback 495min overdue); momentum-nikita dead 291min; arb-hunter-tom dead 169min; all crash at armWatcher() call with no supervisor restart","scope":"core","fix":"Add crash handler + supervisor restart in armWatcher() SDK call β€” catch the failure, log the PID death, and schedule a re-arm attempt; without this every new agent deploy re-dies on its second wake"},{"severity":"critical","title":"LP-Maker-Matheus: sole clearing hub + unsustainable PnL bleed","detail":"18/20 settled deals route through LP-Maker-Matheus. Fleet throughput collapses to zero if it goes offline. Oracle-mid pricing bleeds PnL to every informed taker: -$59.67 cumulative, $16.83 token burn in 5h = 12.2% of pool rate.","evidence":"orient: 'LP-Maker-Matheus counterparty in 18 of 20 settled deals'; lp-maker-matheus PnL -$59.67, token burn $16.83/5h; arb-hunter-tom extracted $45.76 in single deal; vulture-andrew 6 oracle-mid fills before dying","scope":"fleet","fix":"Widen LP spread to oracle-mid Β± 30bps minimum to reduce adverse selection; simultaneously fix watcher crashes to restore additional makers and reduce LP's sole-hub exposure"},{"severity":"warn","title":"Option sleeve non-functional: no option taker in fleet across 11+ cycles","detail":"Option-Writer-Matheus bootstrapped this cycle and posted ETH put intent 71 (strike $1667.52, $0.60 premium, $10 collateral) but zero takers exist. Option-Taker-Matheus has never woken: 0 wakes, $0.15 lifetime spend.","evidence":"option-writer-matheus: 6 settled deals ALL swaps via LP-Maker-Matheus; intent 71 posted W1, canceled W3, 0 fills; option-taker-matheus: wake_script_source=null, armed=false, 0 wakes across 11+ cycles","scope":"fleet","fix":"Bootstrap option-taker-matheus (trigger first wake/deploy) β€” option-writer-matheus's premium-collection revenue cannot function without a taker counterparty"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded β€” mispriced BinaryBet position held","detail":"Took 'BTC above $65k in 24h' at oracle $63,383 (~10-15% true fair per own wake log). Holds active position believing '+22pp locked edge' β€” this edge figure is a flat-prior artifact, not oracle-calibrated.","evidence":"W5 log: oracle $63,383, above-$65k taken; FAIR_PROB=0.5 hardcoded in wake script; Deal #3 settled ↔ Bear-Yosher at this implied prob; W7 '+22pp edge' derived from 0.5 prior not market","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated implied probability (log-normal from spot + vol, or BTC-distance model) before next BinaryBet intent at nextFallbackMin=1248"},{"severity":"warn","title":"Polymarket-Ljuba BinaryBet intents expiring Jun9 with no reachable taker","detail":"Intents #32 (BTC<$64k, 10 USDC) and #89 (ETH<$1700, 10 USDC) expire 2026-06-09 16:00 UTC (~1032min). Mimic-Ljuba sleeps 1248min, arb-hunter-tom dead β€” neither wakes before expiry. 20 USDC of Polymarket-Ljuba capital will expire unmatched.","evidence":"open book: 2 BinaryBet intents, 1032m TTL; mimic-ljuba nextFallbackMin=1248 > 1032 expiry; arb-hunter-tom armed=false","scope":"fleet","fix":"Manually wake mimic-ljuba or arb-hunter-tom to evaluate BinaryBet taker opportunity before Jun9 16:00 UTC; or accept the 20 USDC expires unmatched pending core watcher fix"},{"severity":"ok","title":"Bear-Yosher armed and waking in ~7min β€” first live cycle in 6+","detail":"Flipped from dead (6 consecutive cycles, $0.78 frozen) to armed=true with nextFallbackMin=7. Perpetual short intent (0xF57a…9444, 5 USDC each side, Jun11 expiry) already on book. Outcome of this wake determines whether the perpetual mission resumes.","evidence":"bear-yosher: watcher.armed=true, nextFallbackMin=7, vs armed=false across prior 6 cycles; 1 deal this cycle (BinaryBet ↔ Mimic-Ljuba); open perpetual visible in book","scope":"fleet","fix":"Monitor bear-yosher's imminent wake β€” if it posts a fresh perpetual short, note no active taker exists for perpetuals fleet-wide; taker-side perpetual coverage is an open fleet gap"}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher() crash handler β€” add supervisor restart or catch-and-retry on arm failure; this single fix unblocks 7/12 stranded agents and is the highest-leverage action available this cycle"},{"scope":"fleet","action":"Bootstrap option-taker-matheus (first wake) to activate option-writer-matheus's premium-collection sleeve, which has been structurally non-functional for 11+ cycles"},{"scope":"fleet","action":"Widen LP-Maker-Matheus spread from oracle-mid to Β±30bps to reduce adverse selection bleed (-$59.67 PnL, 12.2% pool burn rate in 5h) before the hub exhausts its capital"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB hardcode (oracle-calibrated prior) before its next BinaryBet wake at nextFallbackMin=1248 β€” current logic will take another deep-OTM position if unaddressed"}],"at":"2026-06-08T22:51:11.076Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAP HUB ACTIVE, 7 DEAD","healthDelta":"Better vs last run: option-writer-matheus launched this cycle (10 deals, armed/alive, was void last run); bear-yosher flipped to armed=true with 18min fallback (was dead 6 cycles); LP-Maker-Matheus continues healthy hub role with 19 deals and 12 open quotes. Dead count unchanged at 7/12 agents β€” sys","focusAreas":["7/12 agents dead (armed=false, pidAlive=false): arb-hunter-tom, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew β€” watcher-arm crash is the dominan","Funnel: 190 posted β†’ 20 settled = 10.5% conversion; LP-Maker-Matheus counterparty in 18 of 20 settled deals β€” single point of failure for all clearing","Option-Writer-Matheus sAAPLβ†’9.9 USDC swap expires in ~30min with no visible taker; option-taker-matheus is dead and cannot act","Bear-Yosher armed=true with 18min fallback imminent β€” first live wake in 6+ cycles; outcome determines whether Perpetual short mission resumes or produces another orphaned intent","Mimic-Ljuba (1259min) and Polymarket-Ljuba (1284min) on multi-day fallback sleeps β€” effectively dormant; BinaryBet intents on book from Polymarket-Ljuba expire Jun9 16:00 UTC (~1043min)"],"perAgentFocus":{"arb-hunter-tom":"Prior summary confirmed watcher fully dead after W11 truncated log ('Corrected watcher fallback fro...'). Is there any evidence a re-initialization fired in the 167min since last wake, or is arb-hunter-tom still fully stranded β€” and does th","bear-yosher":"Bear-Yosher now shows armed=true, nextFallbackMin=18, pidAlive=false β€” a state change from 6 prior dead cycles. Did the agent actually re-initialize and write a new watcher script this cycle, and is the upcoming 18min fallback fire likely t","lp-maker-matheus":"LP-Maker-Matheus is the counterparty in 18/20 settled deals with 12 fresh quotes posted ~43–49min ago. With option-writer-matheus now quoting sAAPL/sMSFT/sNVDA and a 30min-expiry sAAPL swap on the book, is LP-Maker-Matheus positioned to fil","mimic-ljuba":"Mimic-Ljuba shows armed=true, pidAlive=true, nextFallbackMin=1259 β€” but prior summary said never initialized. Has the agent executed even one mission wake and written a real watcher script, or is this the bootstrap armed state only, with 12","momentum-nikita":"Momentum-Nikita is dead (armed=false, pidAlive=false, 289min since last wake). LP-Maker-Matheus is actively quoting BTC, ETH, sAAPL, sMSFT, sNVDA, SSV this cycle. Was there a momentum signal available (strongest mover) that a live agent cou","option-taker-matheus":"Option-Writer-Matheus is now live and posting both stock swaps (sAAPL, sMSFT, sNVDA) and crypto options β€” a supply chain that option-taker-matheus exists to consume. Does option-taker-matheus's mission scope cover the stock swap intents, or","option-writer-matheus":"Option-Writer-Matheus has a sAAPLβ†’9.9 USDC swap expiring in ~30min (1 open intent). With LP-Maker-Matheus quoting sAAPL both ways and option-taker-matheus dead, who is the intended taker for this intent β€” and is the 70/30 contrarian engine ","polymarket-ljuba":"Polymarket-Ljuba posted intent #89 (ETH<$1700, 10 USDC, Jun9 16:00 UTC expiry, ~1043min left) and set a 1284min fallback β€” which fires ~241min AFTER expiry. Is the T-5min pre-expiry trigger in the watcher script correctly anchored to the Ju","rebalancer-lior":"Rebalancer-Lior's BTC DCA intent expired unfilled with deals=0, and watcher failed to arm. LP-Maker-Matheus is quoting 0.0002 BTCβ†’12.74 USDC (~$63,700/BTC) right now. Was rebalancer-lior's intent price-compatible with that quote, and is the","stacker-massimo":"Stacker-Massimo's 0.50 USDC sNVDA bait bid (intent 78, oracleΓ—0.99) expired unfilled; LP-Maker-Matheus is currently quoting 0.06 sNVDAβ†’12.6 USDC and 12.44 USDCβ†’0.06 sNVDA. Was Stacker-Massimo's 0.50 USDC slice price-compatible with LP-Maker","swing-nikita":"Swing-Nikita has been dead for 553min (last_wake_min_ago), 5+ consecutive cycles, with last_wake_min_ago drifting +57min/cycle confirming zero activity. LP-Maker-Matheus is quoting all 6 tracked assets (BTC, ETH, sAAPL, sMSFT, sNVDA, SSV) β€”","vulture-andrew":"Vulture-Andrew executed 6 portfolio-construction fills (off-mission) and went dead. LP-Maker-Matheus now has fresh two-sided quotes on 6+ pairs and option-writer-matheus has a 30min-expiry sAAPL swap on the book. Are any current open intent"},"ctas":[{"scope":"core","text":"Diagnose and fix the systemic watcher-arm failure: 7/12 agents crash to armed=false immediately after posting β€” root cause appears to be in the watcher registration/pid-tracking path, not agent logic."},{"scope":"agent","text":"option-taker-matheus: Bootstrap immediately β€” option-writer-matheus is live and posting sAAPL/sMSFT/crypto options; the supply chain now exists. 10+ dead cycles with $0.15 lifetime spend means a singl"},{"scope":"agent","text":"vulture-andrew: Re-initialize now β€” LP-Maker-Matheus has 12 fresh quotes and option-writer-matheus has a 30min-expiry sAAPL swap; the mispricing window vulture-andrew exists to exploit is open right n"},{"scope":"agent","text":"arb-hunter-tom: Confirm whether the W11 watcher-correction truncation was a core bug (arm failure) or agent-specific bad script; if core, queue behind the systemic fix; if agent-specific, patch and re"},{"scope":"fleet","text":"Monitor bear-yosher's 18min fallback fire closely β€” it is the first live wake in 6+ cycles; if it orphans another intent without arming a successor watcher, escalate to agent-level re-initialization w"}],"at":"2026-06-08T22:38:49.759Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-08T23:51:17.737Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":45.51,"used7d":null,"used7dUsd":108.3,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.5,"estPct7d":6.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":81.1,"estPct7d":15.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":68.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":14.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":54835877,"w7":127934182,"tot":127934182},"haiku":{"w5":16528785,"w7":22648963,"tot":22648963}},"fleet":{"agentsUp":11,"lifetimeTokens":150602956,"lifetimeUsd":108.3,"sessions":704,"deals":24,"openIntents":16,"totalIntents":210},"oracle":{"USDC":1,"ETH":1694.85,"BTC":63058.85,"SSV":2.08,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-08T23:45:10.119Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.92,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":246,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":242,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (+57bps, 2 SSV ↔ LP-Maker-Matheus, $45.76 PnL) remains the only settled deal. W5–W11 were all correct disciplined passes (BTC $480–635 below $64k strike; swaps taker-negative). Watcher process died mid-W11 ('Corrected watcher fallback fro...' truncation) and has now been dark 229min β€” 60min more since last summary β€” with zero recovery. No new wakes, ","badge":"WATCHER DEAD 229MIN","confidence":"high","bottomLine":"Agent logic is sound and costs $0 while waiting, but it has been blind for 229min with no self-recovery. Bet #32 (BTC $64k) remains OTM by ~$480–635; the one live opportunity surface (near-decided binaries) has produced nothing actionable since W4. LP-Maker has 15 open swaps but W5–W11 showed all are taker-negative at oracle β€” no missed trade is confirmable in that window. Recovery requires manual process restart; no self-heal path exists in the current core SDK.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, last_wake_min_ago=229; 30-min fallback (fallbackMs=1800000) should have fired ~7 times since W11 but didn't β€” process is dead, not stalled. Same crash pattern as 8 other agents this cycle. W11 log truncation at 'Corrected watcher fallback fro...' marks ex"},"reasoningRead":"Sound and solving the right problem. W5–W11 quantify BTC gap vs strike each wake, refuse swaps that don't clear 10bps, and correctly skip the Option template as out-of-mission. No churn β€” each pass is a distinct, evidence-cited refusal. The agent is not re-deriving the same move; it is correctly waiting for a genuine edge. The only failure is the platform dropping the process, not the agent's logi","wakeTriggers":["New intent posted to open book (any template)","Bet #32 enters 30-min expiry window AND CEX BTC >= $64,320 (taker in money β‰₯0.5%)","30-min hard fallback","MISSING: process supervisor / re-init after crash β€” none exists in core SDK"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole settled-deal counterparty (deal #1 swap). Has 15 open swap quotes now, but all showed taker-negative through W5–W11; arb edge requires ","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options; arb-hunter's mission includes near-decided options as a tertiary surface, but W10 explicitly flagged 'Option template not in","available":"alive (nextFallbackMin=17)"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker on the same surfaces β€” competes for the same edges, does not supply them.","available":"watcher dead (stuck)"},{"agent":"polymarket-ljuba","fit":"no","why":"Binary bet maker/taker but focused on Polymarket-priced mispricing, not CEX latency feed. No complementary flow.","available":"watcher alive, 2 open BinaryBets"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for the 229min dark window β€” watcher blind to book. Pre-death (W5–W11): no missed opportunities; all passes were correct (BTC $480–635 below $64k strike; LP swaps taker-negative at oracle). LP-Maker's 15 current open swaps are likely still taker-negative given W5–W11 pattern, but this cannot be confirmed without a live wake. Bet #32 expiry window (checkAtUnix=1781019000) may now be li","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback matches the 30–60min binary bet window cadence β€” correct, not over-polling","CEX price guard (MIN_CEX_MARGIN=0.005) prevents taking bets that aren't clearly in-money β€” feed-mismatch-safe","Fires on any new intent (covers snipe-stale-swaps fallback surface without needing to know template)","Zero-LLM, AbortController on CEX fetch with 4s timeout β€” operationally safe","Baselines seen set on first tick β€” no spurious fire on already-known intents"],"lacking":["ANCHORS is hardcoded to single bet #32 (expiryUnix=1781020800) β€” if that bet expired or was settled, the CEX-check arm is permanently dead until agent rewrites ","No self-recovery / watchdog on process death β€” the 30-min fallback is process-internal and cannot fire if the process itself is dead"],"suggestedChange":"Add dynamic ANCHORS: at each loop tick, re-read open binary bets from belt.tools.readOpenIntents and build the expiry-anchor list in-memory rather than hard-coding. This makes the watcher self-healing across bet turnover without requiring a"},"issues":[{"scope":"core","title":"No watcher process supervisor β€” 9/12 agents dead","detail":"The 30-min fallback is internal to the watcher process. When the process dies (as it did at W11, now 229min ago), the fallback cannot fire. There is no external supervisor, cron, or heartbeat monitor that would restart the process. This is the root cause of the 9/12 crash epidemic.","fix":"Add a lightweight process supervisor (e.g. a cron every 5min) that checks watcher PID liveness and restarts the wake-script if pidAlive=false AND armed=false. This is a core SDK change that fixes all 9 crashed agents simultaneously."},{"scope":"agent","title":"ANCHORS hardcoded to single bet #32 β€” stale after expiry","detail":"current.ts encodes one ANCHORS entry for bet #32 (expiryUnix=1781020800). Once that window passes or the bet is settled, the CEX-check arm goes permanently silent until the next agent wake rewrites the script. If the agent is also crashed, it can never self-update.","fix":"Move ANCHORS construction inside the runWatchLoop tick: query readOpenIntents each tick, filter for BinaryBet templates with expiry within 2h, and build the check list dynamically. Remove hardcoded intentId entries."}],"assessment":"Agent logic is sound and costs $0 while waiting, but it has been blind for 229min with no self-recovery. Bet #32 (BTC $64k) remains OTM by ~$480–635; the one live opportunity surface (near-decided binaries) has produced nothing actionable since W4. LP-Maker has 15 open swaps but W5–W11 showed all are taker-negative at oracle β€” no missed trade is confirmable in that window. Recovery requires manual process restart; no self-heal path exists in the current core SDK."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":309,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":309,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"The orphaned BinaryBet from prior cycles IS confirmed matched β€” settled_deals jumped 1β†’2, with 'BinaryBet live ↔ Mimic-Ljuba' now appearing alongside the original swap. The single wake (06-08T18:42, 296min ago) posted intent #48 (BELOW bet) and seeded sNVDA (0.06 qty, $87.44 USDC remaining). But the watcher crashed immediately after (armed=false, pidAlive=fa","badge":"ORPHANED POST-WAKE","confidence":"high","bottomLine":"The prior-cycle orphaned BinaryBet finally settled against Mimic-Ljuba β€” that question is closed. But the watcher crashed 296min ago and intent #48 left the book silently (open_intents 1β†’0): bear-yosher doesn't know if its BELOW bet filled or expired, and cannot act either way. All forward progress blocked by core watcher crash.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null after wake 1 at 06-08T18:42; intent 48 (BELOW bet, ~$87 USDC at risk) resolved off-book with no wake triggered; 2 settled deals total ($-2.36 realized PnL), 0 open intents, 0 tokens burned in last 5h"},"reasoningRead":"Wake 1 reasoning was sound and on-mission: confirmed bear thesis, found no aligned binary to take, posted a standing BELOW bet (intent 48), initiated sNVDA DCA position. The logic sequence is correct. But with the watcher dead, the agent is reasoning at a snapshot 296min stale β€” it is sound reasoning solving problems that may have since resolved or changed (ETH at $1682.93 baseline may have moved ","wakeTriggers":["Intent 48 leaves book (ownIntentResolved check)","ETH price > $1682.93 * 1.015 = ~$1708.17 (adverse move)","New sAAPL/sNVDA/sMSFT sell intent appears on book","4-hour hard fallback","MISSING: fallback never fired β€” watcher crashed before 4h elapsed, nextFallbackMin=null confirms no scheduled recovery"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Just settled a BinaryBet with bear-yosher β€” active counterparty for directional bets; mimic-ljuba's mission is to take open winnable bets re","available":"ok (1 settled deal, watcher alive)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled the initial swap; can provide sNVDA/sAAPL/sMSFT for the tech basket DCA leg of bear-yosher's mission","available":"ok (22 deals, sole liquidity hub) but ow"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Could price bear-yosher's BELOW bets against Polymarket implied distribution β€” potential taker for future BinaryBets","available":"ok (0 settled deals, 2 open intents)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts ETH/BTC options β€” bear-yosher could take puts to express short thesis via options rather than only BinaryBets","available":"ok (12 deals, watcher armed, nextFallbac"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to book for 296min. Intent 48 resolution (fill or expiry) went unobserved β€” if filled, the BELOW bet profit was never recycled; if expired, the BELOW bet slot was lost with no repost. Any new tech sell intents (sAAPL/sNVDA/sMSFT) or new BinaryBets posted in the last 296min were invisible.","wakeScript":{"wellReasonedForMission":true,"good":["Intent 48 resolution trigger (ownIntentResolved) is exactly right for a patient standing-bet agent β€” fires only when there's something to act on","ETH adverse-move guard (+1.5% from $1682.93) protects the short thesis and matches the mission's halt condition","Tech sell intent scanner (isTechSell: posterGives sAAPL/sNVDA/sMSFT) correctly targets the stock-basket DCA leg of the mission","4-hour fallback is appropriately patient for a multi-horizon directional agent"],"lacking":["4-hour fallback is too long given core watcher crash epidemic β€” crashed before it could fire; a 1-hour fallback would have recovered the agent 3 cycles earlier","No BTC adverse-move guard (mission includes BTC shorts alongside ETH)","isTechSell checks posterGives correctly but misses limit-order style intents where the stock is the receive leg"],"suggestedChange":"Reduce fallbackMs from 4*3600_000 to 1*3600_000 β€” the fleet's watcher crash epidemic makes long fallbacks lethal; a 1h fallback would have re-woken the agent before intent 48 resolved silently."},"issues":[{"scope":"core","title":"Watcher crash epidemic killed the agent mid-mission","detail":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher died after wake 1 (296min ago). This is the same root cause as 9/12 agents. Intent 48's resolution was never observed; 296min of market exposure went unmonitored.","fix":"Diagnose and fix the core SDK watcher crash root cause. Until then, reduce all fallbackMs to ≀1h so a crashed watcher self-recovers before a standing intent can expire unobserved."},{"scope":"agent","title":"BTC adverse-move guard absent from wake script","detail":"Mission explicitly includes BTC shorts, but the wake script only monitors ETH at baseline $1682.93. A BTC adverse move would not trigger a wake.","fix":"Add BTC price check analogous to ETH check (BTC_BASELINE + ADVERSE_PCT threshold) inside runWatchLoop."},{"scope":"agent","title":"Intent 48 outcome unknown β€” no repost logic if expired","detail":"open_intents dropped 1β†’0 while watcher was dead. If intent 48 expired rather than filled, the BELOW bet is simply gone with no follow-up. The next wake will need to detect this and repost.","fix":"In the next wake, check intent 48's final state (filled vs expired) before deciding whether to repost or recycle the proceeds."}],"assessment":"The prior-cycle orphaned BinaryBet finally settled against Mimic-Ljuba β€” that question is closed. But the watcher crashed 296min ago and intent #48 left the book silently (open_intents 1β†’0): bear-yosher doesn't know if its BELOW bet filled or expired, and cannot act either way. All forward progress blocked by core watcher crash."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":58,"msgs":1465,"total":91726255,"totalUsd":49.96,"w5":63573857,"w5Usd":34.21,"w5PctPool":25.4,"w7":91726255,"w7Usd":49.96,"w7PctPool":3.8,"w5Son":48070501,"w7Son":73912254,"hourly":[2.9,7.74,5.9,6.97,10.7,9.52,4.14,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T23:45:53.346Z","tokens":992861,"usd":0.85,"msgs":15}},"onchain":{"deals":23,"openIntents":12,"balanceUsd":754.06,"realizedPnl":-179,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":325,"wakes":14,"firstWakeMs":1780943911000,"lastWakeMs":1780958640000,"ageMin":67,"lastWhy":"Tight bids from last wake flipped above oracle on -0.2% drops. Intent 207 clearly above Ο„ β€” filled. Reposted bids at 8bp","repeatWakes":11,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780964021388,"watching":"new counterparty fillable swap (or 28min fallback)","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":25.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":354,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":350,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1184}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.78,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":378,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":364,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive dead cycle. last_wake_min_ago 291β†’351 (+60min), zero new activity. The 06-08T17:47 wake DID complete and write a valid watcher (wake_script_source exists, INTENT_ID=28, 90-min fallback). That fallback fired ~261min ago (90min after 17:47), triggering a re-decide wake β€” but that second wake left no new watcher behind (armed=false, pidAlive=","badge":"DEAD NO RECOVERY","confidence":"high","bottomLine":"The first wake wrote a valid watcher; the 90-min fallback correctly fired and triggered a re-decide ~261min ago, but that re-decide wake crashed without producing a new watcher. Now armed=false, pidAlive=false, nextFallbackMin=null β€” fully dead with no automated path back. Intent #28 expired (open_intents=0, deals=1 static). Manual restart required.","rootCause":{"class":"structural","evidence":"Watcher wrote INTENT_ID=28 after first wake; 90-min fallback fired at ~06-08T19:17 UTC; re-decide wake ~261min ago produced no successor watcher; armed=false AND pidAlive=false AND nextFallbackMin=null confirms no self-resurrection mechanism in core SDK"},"reasoningRead":"The first wake reasoned correctly (BTC as strongest mover, ~25% starter via Intent #28, appropriate 90-min fallback). The watcher logic is sound. Failure is not reasoning quality β€” it's that the fallback-triggered re-decide wake crashed mid-execution before arming a new watcher, a core SDK gap shared with 9/12 agents this cycle.","wakeTriggers":["ownIntentResolved on Intent #28 (already fired β€” intent expired)","90-min fallback (already fired ~261min ago β€” no successor watcher written)","MISSING: any mechanism to detect a dead watcher and self-restart"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole settled deal (swap); the fleet's only active liquidity hub at 22 deals","available":"ok β€” watcher armed, but momentum-nikita "}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher dead (pidAlive=false), no book polling for 351min","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” correct for a momentum trader waiting on an open order","90-min fallback appropriate (covers 1h RFQ window + buffer)","Zero-LLM check, no false-positive risk on non-empty book"],"lacking":["Script is now stale: hardcoded INTENT_ID=28 which has expired β€” any new wake needs a new intent ID and a freshly written watcher","No mechanism to detect watcher self-death and trigger manual or automated resurrection"],"suggestedChange":"Core fix: add a watcher-resurrection heartbeat β€” if a watcher process dies unexpectedly (pidAlive=false, armed=false) without a clean shutdown, the SDK should re-arm from the last written wake_script_source automatically."},"issues":[{"scope":"core","title":"Dead watcher with no self-resurrection path","detail":"Re-decide wake fired ~261min ago (90-min fallback) but left no successor watcher. armed=false, pidAlive=false, nextFallbackMin=null β€” core SDK has no mechanism to detect and recover this state. Affects 9/12 agents this cycle.","fix":"SDK-level: if watcher exits uncleanly (no graceful shutdown flag), auto-re-arm from last wake_script_source; or add a watchdog process that detects pidAlive=false and triggers a re-wake."},{"scope":"agent","title":"Stale INTENT_ID in current watcher script","detail":"wake_script_source is hardcoded to INTENT_ID=28 (expired). Even if the watcher were revived, it would immediately fire ownIntentResolved=true and re-decide. Not a blocking issue post-resurrection, but the next wake must write a fresh watcher with the new intent ID.","fix":"On manual restart: agent re-decides, posts a new intent, and writes a new watcher β€” no CLAUDE.md change needed, just trigger the wake."}],"assessment":"The first wake wrote a valid watcher; the 90-min fallback correctly fired and triggered a re-decide ~261min ago, but that re-decide wake crashed without producing a new watcher. Now armed=false, pidAlive=false, nextFallbackMin=null β€” fully dead with no automated path back. Intent #28 expired (open_intents=0, deals=1 static). Manual restart required."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Twelfth-plus consecutive dead cycle β€” state unchanged: armed=false, pidAlive=false, wake_script_source=null, $0.15 lifetime / $0 this cycle, 0 wakes, null last_wake_min_ago. Step-1 focus answered: option-writer-matheus's ETH put intent #71 (1% OTM, $0.60 premium) IS within mission scope (ETH option, exactly what this agent hunts) and is presumed open this cy","badge":"CRASHED, SCOPE MISS","confidence":"high","bottomLine":"Intent #71 (ETH put, 1% OTM, $0.60 premium) posted by option-writer-matheus this cycle is a direct in-scope opportunity β€” but option-taker's watcher is fully dead (armed=false, pidAlive=false, wake_script_source=null), so the signal never reaches it. This is the clearest counterparty-fit missed take in the fleet: a live writer, a live option, a dead taker.","rootCause":{"class":"structural","evidence":"watcher dead since before last summary; wake_script_source=null means no process to poll the book; part of 9/12-agent core SDK crash epidemic; $0 spend in 5h confirms zero activity"},"reasoningRead":"Cannot assess reasoning quality β€” 0 wakes, no recent wake output, no script source. The agent has produced nothing to evaluate. The structural failure (dead watcher) precedes any reasoning.","wakeTriggers":["NONE ACTIVE: armed=false, pidAlive=false, wake_script_source=null","MISSING: watcher polling open option intents on-chain (would fire on intent #71 ETH put from option-writer-matheus)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Posted ETH put intent #71 (1% OTM, $0.60 premium) this cycle β€” exact target class; watcher armed, nextFallbackMin=17, 12 deals lifetime","available":"ALIVE and active"}],"reliableCounterparties":1,"missedOpportunities":"Intent #71 (ETH put, 1% OTM, $0.60 premium) from option-writer-matheus β€” in-scope ETH option, presumed open, not taken. This is a concrete missed take, not a hypothetical.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all, good/bad is moot","No fallback timer (nextFallbackMin=null) so even a timed restart can't occur"],"suggestedChange":"Restart the watcher process; the script should poll for open ETH/BTC option intents on the book at a ~15–30min cadence, fire on any with premium below fair-value threshold β€” do not block on liveness of counterparty."},"issues":[{"scope":"core","title":"Watcher process dead, no auto-restart","detail":"armed=false, pidAlive=false, nextFallbackMin=null β€” same state for 12+ consecutive cycles. Part of the 9/12-agent SDK crash epidemic. No platform-level watchdog is reviving it.","fix":"Core SDK must implement process-level supervisor / restart-on-crash for watcher daemons fleet-wide. This is the single highest-leverage fix: it unblocks option-taker, rebalancer-lior, stacker-massimo, and 6 others simultaneously."},{"scope":"agent","title":"No fallback timer configured","detail":"Unlike option-writer-matheus (nextFallbackMin=17), option-taker has no scheduled fallback, so even if the watcher dies mid-cycle the agent cannot self-rescue via a timed re-entry.","fix":"Add a fallback timer (15–30min) to the watcher config so the agent wakes on schedule even when event-driven triggers fail."}],"assessment":"Intent #71 (ETH put, 1% OTM, $0.60 premium) posted by option-writer-matheus this cycle is a direct in-scope opportunity β€” but option-taker's watcher is fully dead (armed=false, pidAlive=false, wake_script_source=null), so the signal never reaches it. This is the clearest counterparty-fit missed take in the fleet: a live writer, a live option, a dead taker."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":1660705,"w5Usd":1.01,"w5PctPool":0.7,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":1660705,"w7Son":1660705,"hourly":[0,0,0,0.34,0.66,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.83,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":265,"wakes":13,"firstWakeMs":1780947228000,"lastWakeMs":1780957010000,"ageMin":94,"lastWhy":"Two-step rebalance: 143 frees USDC from stock trim, 0xa2 converts it to BTC to reach 50/50 crypto split. Both intents we","repeatWakes":0,"avgGapMin":16,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780962803523,"watching":"wake 14: ENGINE 1 ready β€” decide whether to write option for premium (or 45min fallback to check deal 21 + reassess)","armed":true,"nextFallbackMin":2}},"verdict":{"summary":"Prior 'eighth flatline' summary was pre-bootstrap stale β€” agent launched for the first time this cycle at 19:33 UTC. W1 built the contrarian 70/30 portfolio (bought sAAPL+sMSFT worst performers + BTC/ETH; wrote ETH put intent 71, 1% OTM, $0.60 premium). W2 recovered from failed intents by accepting LP-Maker-Matheus's open fills (deals 13, 14). W3–W6 entered ","badge":"BOOTSTRAPPED, SLEEVE IDLE","confidence":"high","bottomLine":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears.","rootCause":{"class":"maker-only","evidence":"All 6 settled deals are swaps ↔ LP-Maker-Matheus. Option intent 71 (ETH put, strike $1667.52, $0.60 premium, $10 collateral) posted W1, canceled W3 β€” 0 takers. Option-Taker-Matheus has health=unknown and 0 settled deals fleet-wide. No active option taker exists in the fleet."},"reasoningRead":"Sound and on-mission for the swap engine. The repricing discipline (wait 5 min, lower by $0.30, never raise) is correct and applied exactly as specified. W6 patient hold is appropriate. The gap is that the option sleeve logic has silently atrophied β€” after canceling intent 71 in W3 the agent pivoted entirely into rebalance mode and has not reassessed whether to repost a new option in 3 subsequent ","wakeTriggers":["ownIntentResolved for intent 104 (sell 0.035 sAAPL β†’ 10.2 USDC)","ownIntentResolved for intent 105 (sell 0.025 sMSFT β†’ 10.0 USDC)","fallback in ~14 min (2900s)","MISSING: no trigger for option sleeve reassessment β€” if 104/105 resolve and no option is outstanding, nothing prompts a new write"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 6 settled deals; deep inventory, actively quotes swaps near oracle mid β€” natural filler for rebalance swaps 104/105","available":"online, 15 deals, health=ok"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission is explicitly to buy cheap ETH/BTC options written by other agents β€” perfect structural counterparty for the 30% sleeve","available":"health=unknown, 0 deals β€” offline/never "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; might take a well-priced option put if the premium is attractive, but not its primary mission","available":"watcher dead (armed=false, pidAlive=fals"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable for the swap engine. Option sleeve: agent could have reposted an ETH/BTC option in W4, W5, or W6 after confirming rebalance intents were simply awaiting fills β€” but option-taker-matheus is offline so any new option would likely also go unfilled. Opportunity cost is real but counterparty-starved, not agent error.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for both open rebalance intents β€” directly tracks the pending action","48-min fallback (2900s) is appropriate for swap intent lifecycle; won't over-poll","Zero-LLM, pid-tracked, cadence is 30s poll β€” reasonable for this mission phase"],"lacking":["Hardcoded intent IDs (104, 105) β€” watcher is a one-shot artifact; once these resolve, the next wake must rewrite it for whatever new intents are posted","No option sleeve trigger: if 104/105 fill and no option is outstanding, the next watcher will have nothing to watch β€” option reassessment only happens via fallb"],"suggestedChange":"After 104/105 resolve, add a branch in the next wake-script that also arms an ownIntentResolved trigger for any newly written option intent (or a T-30min expiry check), so the option sleeve fires on condition rather than only on fallback ca"},"issues":[{"scope":"agent","title":"Option sleeve dormant for 3 wakes","detail":"Intent 71 (ETH put) canceled in W3; no new option written in W4, W5, W6. The 30% sleeve is silently inactive. The agent should reassess on next wake whether rebalance completion frees collateral for a new option write.","fix":"On W7 (triggered by fallback ~14 min): after resolving 104/105 status, explicitly evaluate option sleeve β€” if free USDC β‰₯ $10 and no open option, post a new ETH or BTC option at current oracle with 1-3% OTM, 2–4hr term."},{"scope":"agent","title":"Hardcoded intent IDs in watcher are one-shot","detail":"current.ts watches intents 104 and 105 by literal string. Each wake produces a new watcher with new intent IDs; this pattern is correct per-cycle but requires the agent to always rewrite the watcher β€” it cannot be a static file.","fix":"No immediate action needed (it works correctly now); document in CLAUDE.md that the watcher must be rewritten each wake referencing the current open intent IDs."},{"scope":"core","title":"Option-Taker-Matheus offline β€” option market has no taker","detail":"The only fleet agent with a structural mandate to take written options (option-taker-matheus, health=unknown, 0 deals) has never initialized. Option-Writer-Matheus's 30% sleeve cannot produce deals in this environment regardless of its own behavior.","fix":"Bootstrap option-taker-matheus; until then, option-writer-matheus's option sleeve PnL is structurally zero β€” not an agent bug."}],"assessment":"Agent is live and correctly executing the contrarian swap engine (6 deals, $11.93 realized PnL, 2 open rebalance intents with fallback in 14 min). The 30% option-writing sleeve has stalled: 1 put written, canceled unfilled (W3), nothing since. Option-Taker-Matheus (health=unknown, 0 deals) is the natural counterparty and is offline β€” the sleeve is structurally maker-only until a taker appears."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":231,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":229,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1209}},"verdict":{"summary":"Wake 2 (20:01 Jun8) resolved prior summary's dead-loop concern: agent successfully executed, posted intent #89 (ETH<$1700/Jun9, 0.588 implied, 10 USDC, edge=10.3%), and redeployed a new watcher with pidAlive=true. Prior run flagged 'pid dead, no intermediate wake path' β€” both reversed. The wake script written at wake 2 NOW CONTAINS a working pre-expiry T-5mi","badge":"ARMED, T-5 LIVE","confidence":"high","bottomLine":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers.","rootCause":{"class":"maker-only","evidence":"Intents #32 (BTC<$64k, 10 USDC, 0.617 implied) and #89 (ETH<$1700, 10 USDC, 0.588 implied) both posted as maker; settled_deals_detail=[], 0 counterparties have filled. No arb-hunter-tom or mimic-ljuba fill recorded."},"reasoningRead":"Sound and on-mission. Wake 1: BTC<$64k backed by $158k Polymarket liquidity + oracle $63,457 vs $64k strike. Wake 2: ETH<$1700 edge=10.3%, $124k liquidity, shade to 58.8%. Both quantitative, both anchored to Polymarket implied probability vs on-chain oracle β€” exactly the mission. No churn: each wake posted a distinct instrument. The agent is solving the right problem.","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry event)","T-5min pre-expiry inline check: nowSec >= EXPIRY_SEC - 300 (Jun9 15:55 UTC)","newMatches: fresh BinaryBet/Option intent posted by non-self address","Fallback: Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binary bets against lagging oracle β€” both intents are in-the-money vs oracle; oracle $63,457 < $64k strike makes ","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mission: accept winnable open bets re-priced to live oracle β€” live BinaryBet vs Bear-Yosher already active, capacity may be consumed; could ","available":"armed=true, pidAlive=true β€” reachable"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission: take near-decided binaries β€” intents are in-the-money but shaded conservatively (not clearly mispriced), so vulture may not see suf","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"bear-yosher","fit":"no","why":"Mission: short ETH/BTC via Perpetuals, not BinaryBet taker; wrong instrument class","available":"armed status unknown from roster"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable in the taker direction: arb-hunter-tom and vulture-andrew watchers are dead and cannot scan the book. Mimic-ljuba (the one live counterparty) has not filled either intent since they posted at 18:03 and 20:01 Jun8 β€” either intents don't meet its re-pricing threshold or its capacity is already deployed in the Bear-Yosher BinaryBet. No intents from other agents that polymarket-ljuba shou","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry T-5min check (nowSec >= EXPIRY_SEC - 300) is present, correct, and will fire at Jun9 15:55 UTC β€” directly answering Step-1 focus question","60s poll cadence: appropriate for binary resolution; catches the T-5min window with at most 60s slip","ownIntentResolved watches both #32 and #89 independently β€” will fire immediately on fill without waiting for fallback","isNewTakeable correctly excludes own intents and filters to BinaryBet/Option β€” no false fires on swap book noise","Zero-LLM watcher; all checks are deterministic"],"lacking":["Fallback at EXPIRY_SEC + 4h (20:00 UTC Jun9) is 4h post-expiry β€” useless for pre-settlement action; it only catches a post-expiry reassessment if the T-5min che","preExpireFired flag is in-memory: if the watcher process crashes and restarts between now and T-5min, flag resets to false and will re-fire (harmless double-wak","Baseline-round skip on `seen` initialization means the first poll after arm doesn't scan for new intents β€” acceptable 60s blind window at startup"],"suggestedChange":"Move the fallback to T-10min before expiry (EXPIRY_SEC - 600) instead of +4h post-expiry. This makes the fallback a true safety net for the pre-expiry window rather than a dead post-expiry cleanup trigger. The T-5min inline check remains as"},"issues":[{"scope":"agent","title":"arb-hunter-tom and vulture-andrew dead watchers block polymarket-ljuba fills","detail":"The two agents most likely to take polymarket-ljuba's in-the-money BinaryBets both have dead watchers (armed=false, pidAlive=false). As long as they're offline, intents #32 and #89 have effectively 1 reachable counterparty (mimic-ljuba). Re-arming either would be the event most likely to produce a s","fix":"Re-arm arb-hunter-tom and vulture-andrew; polymarket-ljuba's intents are on-book and correctly priced, they just need a live taker."},{"scope":"agent","title":"Fallback fires 4h post-expiry β€” provides no pre-settlement safety net","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the process restarts at T-5min and the preExpireFired flag resets, the inline check still fires, but the fallback is not a backstop for that window.","fix":"Set FALLBACK_UNIX_SEC = EXPIRY_SEC - 600 (T-10min) so the fallback is a true pre-expiry safety net. Add a separate post-expiry re-arm inside the T-5min wake handler if post-expiry reassessment is needed."}],"assessment":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":393,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":391,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~$63,348/BTC implied) posted at w1 (17:20 UTC Jun-08) expired unfilled β€” open_intents=0, deals=0, unchanged from last run. Critical update: LP-Maker-Matheus's ask has dropped from ~$63,700 to ~$63,150/BTC this cycle, which CROSSES lior's last implied bid of ~$63,348/BTC by ~$198 (0.31%). A take intent would fill right now ","badge":"CROSSED, WATCHER DEAD","confidence":"high","bottomLine":"The spread has inverted: LP-Maker-Matheus asks ~$63,150/BTC vs lior's last implied bid of ~$63,348/BTC β€” a $198 gap in lior's favor. The agent is ready to trade and would fill, but its watcher is fully crashed (armed=false, pidAlive=false, no fallback registered) and has been silent for 378 min. Zero deals remain structural, not price-driven.","rootCause":{"class":"structural","evidence":"Watcher crashed post-w1 (378 min ago); armed=false, pidAlive=false, nextFallbackMin=null β€” same core SDK crash epidemic affecting 9/12 agents. Intent #13 expired with 0 fills; no self-rescue path exists. LP ask at ~$63,150/BTC crossed below lior's $63,348/BTC bid, so price is no longer the blocker."},"reasoningRead":"The single completed wake was sound: registered agent, approved USDC, posted a correctly-sized $7 DCA slice with a realistic BTC price target. The logic is on-mission. However, the wake script hardcodes intent ID '13' β€” once that intent expires (which it has), the ownIntentResolved watch condition is permanently stale and can never fire again. The agent is solving the right problem but the wake sc","wakeTriggers":["ownIntentResolved on intent #13 (STALE β€” intent already expired, open_intents=0)","setTimeout for US market open 17:30 UTC Jun-08 (ALREADY PASSED β€” 378 min ago)","4h fallback via armWatcher (NEVER FIRED β€” watcher crashed before fallback could trigger)","MISSING: no live watch trigger remains; all three conditions are either stale or past"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP is selling BTC at ~$63,150/BTC; lior's last implied bid was $63,348/BTC β€” spread crossed by $198, take intent would fill immediately","available":"ok β€” 15 open swap quotes on book, watche"},{"agent":"option-writer-matheus","fit":"no","why":"Options/stocks inventory; no BTC swap quotes","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps but also posts baited intents; could cross lior's BTC intent if favorably priced","available":"stuck β€” watcher crashed"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus's ask dropped from ~$63,700 to ~$63,150/BTC at some point this cycle β€” once it crossed below lior's $63,348/BTC implied bid, a take intent would have filled. Exact timing of the price drop is unknown, but the opportunity is currently live and uncaptured solely because the watcher is dead.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved trigger is the correct pattern for a DCA agent β€” wake exactly when the slice resolves, not on a poll","US market-open timer for stock DCA is mission-appropriate (stocks need market hours)","4h fallback is correctly patient for a slow DCA agent β€” not over-polling"],"lacking":["Hardcoded MY_INTENT_ID='13' β€” once intent #13 expires the watch condition is permanently stale; the script cannot generalize to subsequent wakes","No crash recovery: if armWatcher() fails (as it did here), there is no self-healing path β€” nextFallbackMin=null confirms the fallback never registered","Market-open timer (17:30 UTC Jun-08) is a one-time absolute timestamp baked into the script β€” will be in the past on every subsequent wake, dead weight after w1"],"suggestedChange":"Replace hardcoded MY_INTENT_ID='13' with a dynamic lookup of lior's current open intents (readIntents filtered by own address) so the script survives intent expiry and works on every wake, not just w1."},"issues":[{"scope":"core","title":"Watcher crash epidemic β€” armWatcher/pid death","detail":"9/12 agents including rebalancer-lior have armed=false AND pidAlive=false. Lior's watcher died immediately after w1 (378 min ago), before the 4h fallback could register. This is the primary blocker across the fleet.","fix":"Identify and fix the SDK crash in wake-watch.js / armWatcher(); add a supervisor that restarts dead watchers or at minimum alerts on pid death within the first 60 seconds of a new wake script."},{"scope":"agent","title":"Hardcoded intent ID in wake script β€” stale after first lifecycle","detail":"wake_script_source hardcodes MY_INTENT_ID='13'; intent #13 has expired (open_intents=0), so ownIntentResolved will never fire again. Every future manually-triggered wake will write a new script with a new ID, but the pattern breaks whenever an intent expires before the watcher fires.","fix":"Replace with dynamic intent resolution: at loop tick, fetch own open intents by address and watch for any to resolve, rather than hardcoding a single ID."},{"scope":"agent","title":"Absolute market-open timestamp baked into script","detail":"The setTimeout targets 'new Date(\"2026-06-08T17:30:00Z\")' β€” a specific past moment. On any re-use or reboot this timer fires immediately (or never, if Date.now() > that epoch).","fix":"Express market-open logic as 'next occurrence of 17:30 UTC on a weekday' rather than a hardcoded epoch, or derive it fresh at each wake from the current date."}],"assessment":"The spread has inverted: LP-Maker-Matheus asks ~$63,150/BTC vs lior's last implied bid of ~$63,348/BTC β€” a $198 gap in lior's favor. The agent is ready to trade and would fill, but its watcher is fully crashed (armed=false, pidAlive=false, no fallback registered) and has been silent for 378 min. Zero deals remain structural, not price-driven."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":246,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":239,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Intent #78 (0.50 USDC bait bid, sNVDA at oracleΓ—0.99, posted 19:52 UTC) confirmed expired unfilled β€” 0 deals lifetime, 226 min since last wake. Watcher crashed post-deployment (armed=false, pidAlive=false, nextFallbackMin=null), same core SDK epidemic. New finding this cycle: the sizing mismatch is structural and permanent β€” LP-Maker-Matheus's minimum quoted","badge":"STRANDED, SIZE MISMATCH","confidence":"high","bottomLine":"Massimo is doubly stuck: the watcher is dead so no new intent can be posted after #78 expired, AND its 0.50 USDC slice (β‰ˆ 0.00238 sNVDA at $210/sNVDA) is 25Γ— below LP-Maker-Matheus's minimum lot (0.06 sNVDA = ~12.60 USDC). Even a live watcher cannot produce a deal until the fleet has a sell-side sNVDA poster accepting micro-lots β€” which no current agent does.","rootCause":{"class":"structural","evidence":"LP quotes 0.06 sNVDA β†’ 12.60 USDC (~$210/sNVDA implied); massimo's 0.50 USDC buys β‰ˆ 0.00238 sNVDA β€” below LP minimum lot by 25Γ—. Intent #78 bait bid at oracleΓ—0.99 attracted zero takers in 226+ min. 0 settled deals lifetime. Watcher crash (core) compounds but is secondary to the size floor problem."},"reasoningRead":"Sound reasoning, wrong size. The bait-bid strategy (post at oracleΓ—0.99, watch for oracle drift or new sell-side sNVDA ≀ oracleΓ—1.005) is conceptually coherent for a patient stacker. But 0.50 USDC is below the economic minimum for any counterparty in this fleet β€” no one posts or takes sNVDA in sub-$1 lots. The watcher loop is well-structured but solving for a fill that the market cannot physically","wakeTriggers":["ownIntentResolved fires when intent #78 fills or expires (already expired β€” trigger never fired due to watcher crash)","sNVDA oracle drift >0.5% from $207.76 POSTED_ORACLE","New sell-side sNVDA intent appearing at ≀ oracleΓ—1.005","Fallback: min(msUntilAfterhours=20:30 UTC Jun 8, 30 min) β€” AFTERHOURS_TS is now ~3h38m stale; next run Math.max(60_000, negative) β†’ 60s fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Minimum lot 0.06 sNVDA = ~12.60 USDC; massimo's 0.50 USDC slice is 25Γ— too small to fill one LP quote","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; could theoretically post sell-side sNVDA if over-weight, but 0 deals and no evidence of sNVDA sell activity","available":"stuck, watcher status unknown"},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced intents rather than posting sell-side sNVDA; 6 deals but none involve sNVDA sell-side","available":"stuck (watcher dead)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book since crash. No sell-side sNVDA intents visible in open_intents=0, but the fleet has been inactive for 226 min so the book state during the gap is unknown. Even if a sell-side sNVDA appeared, the 0.50 USDC lot floor makes fill structurally unlikely regardless.","wakeScript":{"wellReasonedForMission":false,"good":["Watches three distinct signals: ownIntentResolved, oracle drift >0.5%, new sell-side sNVDA ≀ oracleΓ—1.005 β€” appropriate for a patient limit-order strategy","60s poll cadence is reasonable; 30-min fallback prevents indefinite sleep","Zero-LLM watcher loop; fireWake conditions are deterministic and specific","newMatches guard on seen-set prevents re-firing on stale intents"],"lacking":["MY_INTENT_ID='78' and POSTED_ORACLE=207.76 are hardcoded: once intent #78 resolves, the next wake will call ownIntentResolved on a dead intent ID forever β€” agen","AFTERHOURS_TS=1780950600 (20:30 UTC Jun 8) is now ~3h38m in the past; msUntilAfterhours is negative β€” fallback collapses to 60s minimum, which is harmless but s","No check that a posted intent is still open β€” if the watcher crashes after posting and revives, it should detect the expired intent and immediately post the nex"],"suggestedChange":"Replace the hardcoded MY_INTENT_ID with a dynamic lookup: on each wake, read own open intents; if none exist post a new 0.50 USDC bait bid and store the resulting intent ID in state. This breaks the dead-intent watch loop and makes the agen"},"issues":[{"scope":"core","title":"Watcher crash epidemic β€” massimo stranded post-intent-#78-expiry","detail":"armed=false, pidAlive=false, nextFallbackMin=null. Same root cause as 9/12 agents. Intent #78 expired unfilled without triggering a new wake; agent has been dark for 226 min.","fix":"Core SDK watcher process stability fix (already tracked fleet-wide). No agent-level action until core is stable."},{"scope":"agent","title":"0.50 USDC slice is below every counterparty's minimum economic lot","detail":"LP-Maker-Matheus's smallest quoted lot is 0.06 sNVDA = ~12.60 USDC at $210/sNVDA implied. Massimo's 0.50 USDC β‰ˆ 0.00238 sNVDA β€” 25Γ— below that floor. No other fleet agent posts sell-side sNVDA in micro-lots. The bait-bid strategy can only work if an external/organic seller posts at oracleΓ—0.99; the ","fix":"Fleet-level: add a sell-side sNVDA agent (e.g. rebalancer-lior surplus routing) that accepts micro-lot fills, OR increase massimo's per-wake budget to β‰₯ 15 USDC to clear the LP lot floor."},{"scope":"agent","title":"Hardcoded intent ID and oracle price make wake script non-self-recovering","detail":"MY_INTENT_ID='78' and POSTED_ORACLE=207.76 baked into wake 1 source. After intent #78 expires, ownIntentResolved will fire once (if the watcher is alive), produce a new wake β€” but the *next* generated wake script must again hardcode a new intent ID. If the watcher crashes between posting and the nex","fix":"Rewrite wake script to dynamically resolve own open intents each loop iteration; post a new bait bid if none exist, then watch the resulting intent ID. Eliminates the hardcoded-ID failure mode entirely."}],"assessment":"Massimo is doubly stuck: the watcher is dead so no new intent can be posted after #78 expired, AND its 0.50 USDC slice (β‰ˆ 0.00238 sNVDA at $210/sNVDA) is 25Γ— below LP-Maker-Matheus's minimum lot (0.06 sNVDA = ~12.60 USDC). Even a live watcher cannot produce a deal until the fleet has a sell-side sNVDA poster accepting micro-lots β€” which no current agent does."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":369,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":628,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead confirmed 7th+ consecutive cycle. last_wake_min_ago advanced 555β†’615 (+60min), sustaining the exact ~60min/cycle clock-drift seen in every prior run β€” zero new activity. Only 1 ever wake (06-08T13:23: USDC approval). Warmup sampler died immediately after that wake (armed=false, pidAlive=false); the 60-min fallback due ~14:23 06-08 UTC is now ~9.25h over","badge":"DEAD β€” NO SAMPLES","confidence":"high","bottomLine":"swing-nikita has never traded: 1 wake (USDC approval only), 0 price samples, 0 deals, watcher crashed for 615min. LP-Maker-Matheus holds 15 live quotes across ETH/BTC/sAAPL/sNVDA/sMSFT/SSV that could be the target universe β€” but whether any show a dislocation vs trailing average is unmeasurable because the warmup never collected a single data point to build the average against.","rootCause":{"class":"structural","evidence":"watcher armed=false, pidAlive=false since first wake at 06-08T13:23; warmup cadence script never fired a second sample; no trailing-average baseline built; 615min stale β€” longest gap in fleet"},"reasoningRead":"The warmup-first design is sound for a mean-reversion strategy that needs a trailing average before trading β€” it's not solving the wrong problem. The failure is purely structural: the warmup watcher (a core SDK process) crashed before accumulating data, not a logic error in the mission. However, a single-sample warmup with no self-healing or inline sample accumulation means one crash = permanent f","wakeTriggers":["60-min time-based fallback (armWatcher fallbackMs=3,600,000)","MISSING: no self-healing restart if watcher process dies mid-warmup","MISSING: no inline sample accumulation that survives a watcher restart"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty β€” 15 open delivered-swap quotes across ETH, BTC, sAAPL, sMSFT, sNVDA, SSV; swing's dislocation trades would take t","available":"watcher also dead (armed=false, pidAlive"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both use delivered swaps; could cross on overlapping assets if rebalancer posts in swing's target universe","available":"stuck β€” watcher crashed"},{"agent":"vulture-andrew","fit":"no","why":"Vulture takes mispriced intents; swing would be posting/taking, not writing bait β€” wrong direction","available":"stuck"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher never collected a single price sample, so no trailing average exists and dislocation detection is impossible β€” cannot assess whether LP's 15 live quotes (ETH, BTC, sAAPL, sMSFT, sNVDA, SSV) show actionable dislocations","wakeScript":{"wellReasonedForMission":true,"good":["Warmup-before-trading design is correct for mean-reversion β€” need a price history before firing swaps","60-min cadence is appropriate for building a trailing average without over-sampling","Zero-LLM, no poll-on-book-non-empty anti-pattern, has a fallback deadline"],"lacking":["No self-healing: if the watcher process dies mid-warmup, the sampling chain breaks permanently with no recovery path","No persistence: accumulated samples aren't written to disk between wakes, so a restart loses all prior data","Single-point warmup: the script assumes the process stays alive; one crash = baseline never built"],"suggestedChange":"Write each price sample to a local state file on wake (e.g. samples.json) so a re-armed watcher can resume accumulation from existing data rather than starting from zero β€” this makes the warmup crash-tolerant and reduces re-init cost from 2"},"issues":[{"scope":"core","title":"Watcher crash epidemic kills warmup chain","detail":"swing-nikita is one of 9/12 agents with armed=false AND pidAlive=false. The same core SDK watcher crash that afflicts the fleet killed the warmup process after the first wake, preventing any sample collection. Re-initializing swing-nikita is pointless until this is resolved.","fix":"Fix the core SDK watcher process crash (shared root cause); then re-arm swing-nikita"},{"scope":"agent","title":"Stateless warmup β€” no sample persistence across watcher restarts","detail":"The current warmup loop holds no state between process invocations. With the watcher dying every cycle, each restart loses prior samples, meaning the baseline can never accumulate even if crashes are partially mitigated.","fix":"Add sample persistence: write price snapshots to a local JSON file each wake; on startup, load existing samples before deciding whether to continue warmup or proceed to trading"}],"assessment":"swing-nikita has never traded: 1 wake (USDC approval only), 0 price samples, 0 deals, watcher crashed for 615min. LP-Maker-Matheus holds 15 live quotes across ETH/BTC/sAAPL/sNVDA/sMSFT/SSV that could be the target universe β€” but whether any show a dislocation vs trailing average is unmeasurable because the warmup never collected a single data point to build the average against."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.39,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":285,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":279,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still dead: armed=false, pidAlive=false, nextFallbackMin=null β€” no change from last run. Gap grew from 206min to 266min with zero new wakes, zero token spend, zero new deals. The single w1 (19:12) basket-buy remains the only lifetime activity; 52 USDC sits idle, 0 open intents. Off-mission portfolio construction (6 Γ— 8 USDC fills across ETH/BTC/SSV/sAAPL/sNV","badge":"DEAD, BOOK BLIND","confidence":"high","bottomLine":"Vulture has 52 USDC, LP is quoting 15 live swaps right now, and the agent cannot act on any of them β€” watcher is fully dead (armed=false, pidAlive=false, no fallback). The focused question (are LP's quotes mispriced by vulture's edge threshold?) is structurally unmeasurable this cycle: wake_script_source=null means no book-scan logic exists to evaluate, and without oracle mid the implied prices ($1,725/ETH, $63,750/BTC) can't be graded. The blocker is the dead watcher, not the market.","rootCause":{"class":"structural","evidence":"watcher armed=false, pidAlive=false, nextFallbackMin=null; 266min since w1 with zero re-arms; wake_script_source=null so no live book-scan exists; all 6 deals are LP-Maker-Matheus basket fills from a single off-mission wake"},"reasoningRead":"Unsound β€” solving the wrong problem. w1 reasoning ('flat wallet β€” need basket to fund any deal') led to portfolio construction (buy ETH/BTC/SSV/sAAPL/sNVDA/sMSFT at oracle mid), not edge capture. A basket-buy at oracle mid is the opposite of the mission ('pick off mispriced swaps / near-certain edges'). Even if the basket logic were correct, the watcher never re-armed afterward β€” the agent execute","wakeTriggers":["MISSING: book-scan trigger β€” no wake fires when LP posts a quote outside edge threshold","MISSING: fallback timer β€” nextFallbackMin=null means no heartbeat even in thin markets","MISSING: near-decided binary trigger β€” 0 BinaryBet scans since launch"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole liquidity source; 15 live swap quotes right now are the exact take targets for vulture's mission","available":"ok β€” watcher alive, quoting actively"},{"agent":"option-writer-matheus","fit":"maybe","why":"posts option contracts; vulture could take near-decided ITM options if priced below fair value","available":"ok β€” armed, nextFallbackMin=17, 12 deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts BinaryBets; vulture's mission includes taking near-decided binaries","available":"ok β€” watcher alive, 2 open intents expir"},{"agent":"mimic-ljuba","fit":"maybe","why":"posts BinaryBets; potential near-decided take targets","available":"ok β€” 1 settled deal this cycle"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book. LP has 15 live swap quotes (examples: 0.01 ETHβ†’17.25 USDC implying $1,725/ETH; 0.0002 BTCβ†’12.75 USDC implying $63,750/BTC) β€” whether either is outside vulture's edge threshold cannot be determined without oracle mid and the threshold definition from the dead wake script. polymarket-ljuba's 2 open BinaryBets (10 USDC each, expiring Jun-09 16:00) are also unscann","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists to evaluate; watcher never re-armed after w1","No book-scan logic: mission requires polling LP quotes vs oracle mid but no such trigger exists","No BinaryBet near-decided scanner despite mission explicitly calling for it","No fallback cadence β€” agent can stay dark indefinitely with no heartbeat"],"suggestedChange":"Bootstrap a watcher that wakes every 15–30min, fetches LP's live quotes + oracle mid, computes (quote_rate - oracle_mid) / oracle_mid, and fires the agent if any quote exceeds the edge threshold (e.g. >0.5% mispricing). Add a 60min fallback"},"issues":[{"scope":"agent","title":"Watcher dead, never re-armed","detail":"armed=false, pidAlive=false, nextFallbackMin=null since w1 at 19:12 (266min ago). Agent cannot act on any of LP's 15 live quotes or polymarket-ljuba's 2 open BinaryBets.","fix":"Restart watcher process; add a self-re-arm step at the end of every wake execution so the watcher survives single-wake bootstraps"},{"scope":"agent","title":"w1 reasoning was off-mission: basket construction, not edge capture","detail":"w1 logic ('flat wallet β†’ need basket') triggered 6 Γ— 8 USDC buys at oracle mid β€” zero edge, zero alpha. Mission is to take *mispriced* swaps, not build a balanced portfolio.","fix":"Revise CLAUDE.md to clarify: if wallet is empty, the correct action is to wait and scan for edges, not buy at mid. First action should always be a book-scan, not portfolio rebalancing."},{"scope":"core","title":"Watcher crash epidemic blocks all edge-capture agents","detail":"9/12 agents have armed=false AND pidAlive=false β€” vulture is one of 9. Root cause is a shared SDK/process issue, not agent-specific. Vulture cannot run its mission until this is fixed fleet-wide.","fix":"Diagnose core watcher process exit path β€” add automatic re-arm on exit and a supervisor heartbeat. Scoped to SDK, not individual agent CLAUDEs."}],"assessment":"Vulture has 52 USDC, LP is quoting 15 live swaps right now, and the agent cannot act on any of them β€” watcher is fully dead (armed=false, pidAlive=false, no fallback). The focused question (are LP's quotes mispriced by vulture's edge threshold?) is structurally unmeasurable this cycle: wake_script_source=null means no book-scan logic exists to evaluate, and without oracle mid the implied prices ($1,725/ETH, $63,750/BTC) can't be graded. The blocker is the dead watcher, not the market."}}],"unattributed":{"sessions":148,"tokens":39795715,"usd":26.12,"w5":1025429,"w5Usd":0.2,"hourly":[0,0.2,0,0,0,1.24,0,0.03,1.87,11.8,10.98,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":492,"tokens":12446450,"usd":28.72,"w5":5104671,"w5Usd":10.09,"hourly":[1.02,1.3,1.62,0.78,5.37,5.17,1.3,0,2.12,5.75,4.29,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":150602956,"grandUsd":108.3,"grandSessions":704,"attributedTokens":98360791,"unattributedTokens":39795715,"boardTokens":12446450,"reassembledTokens":150602956,"tokensBalance":true,"attributionPct":71.2,"multiMatchSessions":2,"sessionsScanned":1220,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":6201,"dedupedMsgs":2705,"rawTokens":327540626,"dedupedTokens":150602956,"dupRatio":2.175}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-08T23:48:12.356Z","swarm":{"headline":"LP HUB BLEEDING, 8 DARK","funnel":{"posted":210,"settled":24,"conversionPct":11.4,"byTemplate":{"Swap":23,"BinaryBet":1}},"liquidityMap":[{"market":"Swap / LP","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals) Β· Vulture-Andrew β†’ LP-Maker-Matheus (6 deals) Β· Bear-Yosher / Arb-Hunter-Tom / Momentum-Nikita β†’ LP-Maker-Matheus (3 deals) Β· 0xFd1B…1544 + 0x1a74…7A","status":"ACTIVE β€” LP sole hub; watcher alive nextFallbackMin=26; PnL -$59.67; token burn "},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba (1 settled, Deal #3) Β· Polymarket-Ljuba β†’ open (intents #32 BTC<$64k, #89 ETH<$1700, 972min to expiry, 0 takers)","status":"THIN β€” 1 match this cycle; Polymarket-Ljuba maker-only; Mimic-Ljuba FAIR_PROB=0."},{"market":"Options","flow":"Option-Writer-Matheus β†’ ETH put intent #71 (strike $1667.52, $0.60 premium, $10 collateral) posted w1, canceled w3, 0 takers","status":"FROZEN β€” Option-Taker-Matheus dead (wake_script_source=null, 0 lifetime wakes th"}],"causalLinks":[{"cause":"Core SDK crash epidemic: 8/12 agents dead (armed=false AND pidAlive=false) after their first post-launch wake","effect":"All swap liquidity demand concentrates on LP-Maker-Matheus (sole hub); informed takers (Arb-Hunter-Tom, Option-Writer-Ma","evidence":"8 confirmed dead: swing-nikita (615min), rebalancer-lior (378min), momentum-nikita (351min), vulture-andrew (266min), arb-hunter-tom (229min), stacker-massimo (226min), bear-yosher, option-taker-mathe"},{"cause":"Rebalancer-Lior watcher dead 378min; no agent to execute taker side","effect":"Missed a live filled-cross: LP-Maker-Matheus BTC ask fell to ~$63,150 while lior's implied bid is $63,348 β€” $198 (0.31%)","evidence":"Intent #13 (7 USDC β†’ 0.0001105 BTC, ~$63,348/BTC implied) expired unfilled; open book shows LP 'gives 12.6 USDC β†’ wants 0.0002 BTC' (54min left) at ~$63,000 implied β€” below lior's bid"},{"cause":"Option-Taker-Matheus permanently dead (wake_script_source=null, 12+ consecutive dead cycles)","effect":"Option-Writer-Matheus's ETH put sleeve (intent #71, 1% OTM, $0.60 premium) has no counterparty; option sub-market cannot","evidence":"option-taker-matheus: 0 token spend this cycle, $0.15 lifetime PnL total, armed=false pidAlive=false; option-writer-matheus 6 settled deals are 100% Swap ↔ LP-Maker-Matheus, 0 option fills"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior ignores oracle price","effect":"Deal #3 (↔ Bear-Yosher, BinaryBet settled) is a mispriced taker position: agent took 'BTC above $65k in 24h' at oracle $","evidence":"w5 log: 'above $65k in 24h' taken at $63,383 oracle; hasEdge() passed because FAIR_PROB=0.5 regardless of strike distance; w7 '+22pp locked edge' = 0.5 - 0.28 (taker implied), not oracle-calibrated"},{"cause":"Stacker-Massimo mission targets 0.50 USDC per intent; LP minimum lot is ~12.60 USDC","effect":"0 deals lifetime β€” 25Γ— size gap means no counterparty in current fleet can partially fill; watcher crash is secondary an","evidence":"LP open: 'gives 0.06 sNVDA β†’ wants 12.60 USDC' (~$210/sNVDA); massimo intent #78: 0.50 USDC β†’ 0.00238 sNVDA; 0 settled deals; 226min dark post-w1"}],"insights":[{"severity":"critical","title":"Core SDK watcher crash epidemic: 8/12 agents dead post-first-wake","detail":"8 of 12 agents have armed=false AND pidAlive=false with no self-resurrection path. Longest gaps: swing-nikita (615min), rebalancer-lior (378min), momentum-nikita (351min), vulture-andrew (266min), arb-hunter-tom (229min), stacker-massimo (226min). All wrote a valid watcher after their first wake, then the process died. No agent-specific fix applies β€” this is a shared platform failure.","evidence":"All 8 dead agents: same signature β€” watcher written after wake-1, nextFallbackMin=null, pidAlive=false; 4 survivors (lp-maker-matheus, mimic-ljuba, option-writer-matheus, polymarket-ljuba) all launched or revived fresh this cycle","scope":"core","fix":"Add a persistent supervisor or cron-backed fallback in core SDK: any agent process that exits without setting a successor nextFallbackMin should be automatically re-armed within 10min"},{"severity":"critical","title":"LP-Maker-Matheus nextFallbackMin=26 β€” stale-quote window imminent again","detail":"LP is sole hub for 23/24 settled deals. Its watcher fires in ~26min; if it crashes as it did pre-recovery, 12 open swap quotes (35–54min TTL remaining) will expire stale. The prior crash already left sAAPL intent #29 above oracle. Token burn at $16.83/5h (12.2% of pool) also signals pool sustainability risk within ~24h at current rate.","evidence":"12 open LP intents in book (35–54min remaining); nextFallbackMin=26; PnL -$59.67 this cycle; $16.83 token burn in 5h; pool burned 12.2% in one cycle","scope":"core","fix":"Extend LP fallback interval to β‰₯55min (β‰₯ longest open-intent TTL) so a watcher crash cannot leave stale quotes live; or add auto-cancel for intents older than 90% of TTL"},{"severity":"critical","title":"Option market structurally frozen: writer operational, taker dead 12+ cycles","detail":"Option-Writer-Matheus is healthy (nextFallbackMin=6, 6 settled swap deals this cycle, ETH put sleeve active). Option-Taker-Matheus has wake_script_source=null and has never successfully operated. The two agents are mission-paired but the taker cannot function. No other fleet agent can take option intents.","evidence":"option-taker-matheus: wake_script_source=null, $0.15 lifetime PnL, 0 token spend this cycle, armed=false pidAlive=false for 12+ cycles; intent #71 (ETH put, strike $1667.52, $0.60 premium) posted w1, canceled w3, 0 takers","scope":"fleet","fix":"Manually restart option-taker-matheus β€” it has an exactly in-scope target (ETH put, 1% OTM, $0.60 premium from option-writer-matheus) available right now"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded β€” systematic mispricing in BinaryBet market","detail":"Deal #3 (↔ Bear-Yosher) is a position the agent believes is ~72% likely to win but is ~85–90% likely to lose given BTC at $63,383 vs $65k strike in 24h. Every future BinaryBet will be equally mispriced until the flat prior is replaced.","evidence":"w5: agent took 'above $65k in 24h' at BTC oracle $63,383; FAIR_PROB=0.5 hardcoded; w7 claims '+22pp edge' β€” artefact of 0.5 minus taker-implied probability, not oracle-calibrated distribution","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with a log-normal BTC price model parameterized on oracle price, strike, and time-to-expiry; fair should be ~0.10–0.15 for the taken position"},{"severity":"warn","title":"Polymarket-Ljuba 2 BinaryBets expiring Jun-09 16:00 UTC β€” T-5min trigger is the only exit","detail":"Intents #32 (BTC<$64k, 10 USDC, 0.617 implied) and #89 (ETH<$1700, 10 USDC, 0.588 implied) expire in ~972min with 0 fills (maker-only). The T-5min pre-expiry trigger in the current watcher is the sole resolution path. Watcher is the fleet's best-configured for expiry (armed=true, nextFallbackMin=1213, pidAlive=true).","evidence":"2 open BinaryBet intents; settled_deals_detail=[]; watcher nextFallbackMin=1213 (covers expiry window); expiry 2026-06-09 16:00 UTC","scope":"fleet","fix":"No action now; if watcher crashes before expiry, manually cancel both intents before 2026-06-09 15:55 UTC to avoid forced settlement"},{"severity":"warn","title":"Stacker-Massimo structurally unable to trade: 25Γ— size floor mismatch","detail":"0.50 USDC per intent is permanently below LP minimum lot (~12.60 USDC). A live watcher cannot produce a deal. This is a mission design flaw requiring resize, not a watcher fix.","evidence":"LP min lot: 0.06 sNVDA β†’ 12.60 USDC; intent #78: 0.50 USDC β†’ 0.00238 sNVDA (25Γ— gap); 0 settled deals lifetime; 226min dark","scope":"fleet","fix":"Resize Massimo's intent floor to β‰₯13 USDC per trade, or pivot mission to an asset with a smaller LP minimum lot"}],"fleetMoves":[{"scope":"core","action":"Implement persistent watcher supervisor: any agent process exiting without a successor nextFallbackMin must be auto-re-armed within 10min. This is the single highest-leverage fix β€” restoring 8/12 dead agents would multiply fleet throughput ~3Γ— and relieve LP adverse-selection con"},{"scope":"fleet","action":"Manually restart option-taker-matheus now: option-writer-matheus's ETH put intent #71 (1% OTM, $0.60 premium) is the exact mission match and is actively available; one restart unblocks the option sub-market"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5 before next BinaryBet wake: replace hardcoded prior with oracle-calibrated log-normal model; current Deal #3 position (BTC>$65k at $63,383) is ~85–90% likely to lose"},{"scope":"fleet","action":"Resize Stacker-Massimo intent floor to β‰₯13 USDC: the 25Γ— gap to LP minimum lot is a permanent structural no-fill; watcher repairs alone cannot produce deals"},{"scope":"fleet","action":"Add inventory skew / spread buffer to LP-Maker-Matheus quotes: at -$59.67 PnL and $16.83 token burn/5h (12.2% of pool), pool sustainability requires reducing adverse selection from informed takers crossing at oracle mid"}],"at":"2026-06-08T23:51:23.623Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, CRASHES PERSIST","healthDelta":"Marginally better vs last run: option-writer-matheus launched for the first time this cycle (12 deals, watcher armed, nextFallbackMin=17), mimic-ljuba revived with 1 settled BinaryBet, polymarket-ljuba now holds 2 open intents β€” but 9/12 watchers remain crashed and LP-Maker-Matheus's own watcher is ","focusAreas":["Watcher crash epidemic: 9/12 agents have armed=false AND pidAlive=false β€” core SDK root cause unresolved since last run","LP-Maker-Matheus 15 open swap quotes expire in 47–55min with watcher dead (armed=false, pidAlive=false) β€” stale-quote failure imminent again","option-writer-matheus nextFallbackMin=17 β€” about to fire; watch whether it continues cleanly or watcher dies post-wake","polymarket-ljuba 2 BinaryBets expiring Jun-09 16:00 UTC (983min, 10 USDC each) β€” T-5min trigger coverage is load-bearing","Funnel at 11.2% conversion (23/206 settled); all activity routes through LP-Maker-Matheus as sole liquidity hub"],"perAgentFocus":{"arb-hunter-tom":"Watcher dead 227min with no re-init β€” has LP posted any BTC or near-decided binary intents arb-hunter could have taken since last summary (prior deal was 2 SSV↔LP-Maker-Matheus), and is there a concrete recovery path or is this a permanent ","bear-yosher":"Recent deals show 'Bear-Yosher ↔ Mimic-Ljuba [BinaryBet] live' β€” is this the orphaned intent from prior summary finally matched, and has bear-yosher done anything new since its watcher crashed 294min ago?","lp-maker-matheus":"Watcher is now armed=false with 15 open swap quotes expiring in 47–55min β€” is LP about to repeat the exact stale-quote failure from last cycle, and what triggered the wake 66min ago that produced the fresh quotes?","mimic-ljuba":"Watcher alive (nextFallbackMin=1199, ~20h out) β€” does the current wake script still use hardcoded FAIR_PROB=0.5, and is the active BinaryBet position (↔ Bear-Yosher) mispriced relative to Polymarket's live ETH/BTC distribution right now?","momentum-nikita":"349min since last wake, armed=false β€” did the 06-08T17:47 wake's LLM call complete and write a valid watcher before crashing, and what is the concrete re-initialization path given the 90-min fallback fired ~261min ago with no result?","option-taker-matheus":"11+ consecutive dead cycles β€” option-writer-matheus posted ETH put intent #71 (1% OTM, $0.60 premium) this cycle; is that intent still open on-chain and within option-taker's mission scope, and if so why hasn't it triggered a wake?","option-writer-matheus":"Watcher fires in ~17min (nextFallbackMin=17) β€” how many of the W3–W6 contrarian stock/crypto intents remain open vs settled, and is the portfolio construction still consistent with current oracle prices ahead of the imminent wake?","polymarket-ljuba":"Two open BinaryBets expire Jun-09 16:00 UTC (983min, 10 USDC + 10 USDC) β€” does the current wake script's T-5min pre-expiry trigger explicitly cover these intent IDs, and is the pricing edge (10.3% cited in prior summary for intent #89) stil","rebalancer-lior":"LP-Maker-Matheus is quoting 0.0002 BTC β†’ 12.63 USDC (~$63,150/BTC ask) on the live book; lior's prior bid implied ~$63,348/BTC β€” is that gap now closed enough for a compatible take intent, and what is the re-initialization path given the wa","stacker-massimo":"LP quotes sNVDA at 0.06 sNVDA β†’ 12.60 USDC (~$210/sNVDA implied); at 0.50 USDC per slice massimo cannot fill one LP lot β€” is the sizing mismatch structural and why hasn't the watcher re-armed after intent #78 expired unfilled?","swing-nikita":"613min since last wake β€” most stale agent in the fleet; do any of LP's 15 live quotes (ETH, BTC, sAAPL, sMSFT, sNVDA, SSV, sMSFT) show a dislocation vs trailing average that swing's mission would act on, and what would a re-initialization a","vulture-andrew":"264min since last wake, 52 USDC available, LP quoting 15 live swaps right now β€” are any of LP's current quotes (e.g. 0.01 ETH β†’ 17.25 USDC, 0.0002 BTC β†’ 12.75 USDC) outside fair-value by vulture's edge threshold, and what specifically block"},"ctas":[{"scope":"core","text":"Investigate why watchers die immediately post-wake across 9/12 agents β€” this is a systemic SDK crash pattern; fix it before addressing any per-agent issue"},{"scope":"agent","text":"lp-maker-matheus: re-arm watcher now β€” 15 open quotes expire in ~47min and armed=false; same stale-quote failure as last cycle is ~40min away"},{"scope":"fleet","text":"Manually re-initialize the 7 fully stranded agents (arb-hunter-tom, bear-yosher, momentum-nikita, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew) β€” all have armed=false, pidAlive=false"},{"scope":"core","text":"Deploy a watchdog that detects armed=false within 5min of a wake completing and auto-triggers re-init β€” would have prevented all 7 strandings this cycle"}],"at":"2026-06-08T23:38:52.482Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T00:48:18.720Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":34.59,"used7d":null,"used7dUsd":112.9,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":22.9,"estPct7d":6.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":65.1,"estPct7d":15.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":51.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":14.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":40873771,"w7":132158756,"tot":132158756},"haiku":{"w5":16399383,"w7":25704668,"tot":25704668}},"fleet":{"agentsUp":11,"lifetimeTokens":157883235,"lifetimeUsd":112.9,"sessions":739,"deals":25,"openIntents":17,"totalIntents":229},"oracle":{"USDC":1,"ETH":1671.26,"BTC":62674.86,"SSV":2.02,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T00:45:10.634Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.8,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":303,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":299,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (+57bps, 2 SSV ↔ LP-Maker-Matheus, $45.76 PnL) remains the sole settled deal. W5–W11 were all correct disciplined passes: BTC ranged $480–$635 below $64k strike (bet #32 never triggered) and no swap cleared the 10bps minimum. Watcher died mid-W11 (log truncated at 'Corrected watcher fallback fro...') β€” now dark 289min, up from 229min last run, with a","badge":"CRASHED 289MIN","confidence":"high","bottomLine":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark.","rootCause":{"class":"structural","evidence":"Watcher process died mid-W11 during a watcher-script edit ('Corrected watcher fallback fro...' truncated); no pidAlive, no fallback timer, no self-recovery path. Same kill pattern as 7 other agents in the fleet (SDK epidemic). BTC $63,150 vs $64k strike = $850 gap β€” bet #32 CEX condition unsatisfied"},"reasoningRead":"Sound and on-mission through W11: each pass cited a quantitative reason (BTC $X below $Y strike, swap taker-negative at oracle). The agent is solving the right problem correctly β€” it is the platform (watcher process kill) that is broken, not the reasoning. The truncated log in W11 suggests the crash happened during a post-wake watcher-script write, not a logic error.","wakeTriggers":["New intent posted to book (fires immediately)","Bet #32 enters 30-min expiry window AND CEX BTC β‰₯ $64,320 (strike + 0.5%)","30-min hard fallback","MISSING: dynamic rescan of open binary bets β€” ANCHORS is hard-coded to bet #32 from W11; any new binary bets posted since W11 are invisible to the watcher forev"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only proven counterparty (W4 swap deal); currently has 12 open swap intents expiring in 55–58min β€” arb-hunter could snipe if alive and edge ","available":"alive, 12 open intents, but watcher dead"},{"agent":"option-writer-matheus","fit":"no","why":"Posts options; arb-hunter explicitly excluded options from mission scope (W10: 'New Option template not in mission scope')","available":"alive, 3 options expiring imminently β€” i"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker; no maker surface to cross against","available":"crashed (watcher dead)"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed for bet #32: BTC held $635–$850 below $64k strike the entire 289-min outage β€” CEX trigger condition unsatisfied throughout. LP-Maker swaps: W9–W11 established no USDC-payable swap cleared 10bps; no evidence that changed. Partially unmeasurable for intents posted after W11 (watcher blind), but no structural reason to expect a new arb window opened while BTC stayed range-bound below $","wakeScript":{"wellReasonedForMission":true,"good":["30-min hard fallback is correct for 30–60min binary windows (comment 'NEVER 2h' shows deliberate calibration)","CEX price gated behind the expiry window check β€” avoids burning Coinbase calls every tick","New-intent trigger correctly handles the swap-snipe fallback surface without polling liveness of every intent","0.5% CEX margin guard (MIN_CEX_MARGIN) provides meaningful buffer against oracle latency noise","Baseline seen-set on first tick prevents firing on already-known intents"],"lacking":["ANCHORS array is statically hard-coded at wake-write time β€” any binary bet posted after W11 is permanently invisible until manual restart regenerates the array","No restart-on-death hook: if the process is killed (as happened here), nextFallbackMin=null means zero recovery β€” a watchdog or supervisor restart would have ca"],"suggestedChange":"Fetch open binary bets dynamically inside the watch loop (once per cycle, cheap read) and rebuild ANCHORS at runtime instead of hard-coding from the last wake scan β€” this eliminates the stale-anchor blind spot and survives across wakes with"},"issues":[{"scope":"core","title":"Watcher process killed with no self-recovery (fleet-wide epidemic)","detail":"Same armed=false / pidAlive=false / nextFallbackMin=null pattern as 7 other agents. Watcher died mid-W11 during a script-write operation; the SDK provides no watchdog, supervisor, or restart-on-exit mechanism. Manual intervention is the only recovery path today.","fix":"Add a process supervisor (e.g. a parent process that respawns current.ts on non-zero exit) to the core SDK watcher runtime, or write a nextFallbackMin before any destructive watcher-script edit so a crash leaves a scheduled restart behind."},{"scope":"agent","title":"Static ANCHORS array becomes stale after each crash","detail":"current.ts hard-codes bet #32 from W11's scan. After a restart, the agent will re-scan and rewrite the watcher β€” but if new binary bets are posted between the crash and the restart, this wake cycle misses them entirely.","fix":"Move binary-bet discovery into the watch loop: read open intents once per tick, filter for BinaryBet template, compute checkAtUnix dynamically. Eliminates the stale hard-code and makes the watcher self-healing after a restart."}],"assessment":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":366,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":366,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Bear-Yosher remains crashed (armed=false, pidAlive=false) since its single wake 356min ago β€” no change since last summary. The BinaryBet ↔ Mimic-Ljuba deal still reads 'live' in settled_deals_detail (vs the swap which reads 'settled'), confirming the bet is matched but outcome not yet resolved. Intent #48 (BELOW bet) has left the book (open_intents=0) β€” fill","badge":"CRASHED, BET LIVE","confidence":"high","bottomLine":"The BinaryBet with Mimic-Ljuba is matched but unresolved (still 'live', not 'settled'); intent #48 has left the book but the agent can't respond β€” watcher has been dead 356min with nextFallbackMin=null, so no self-recovery path exists. USDC at $87.44 / sNVDA 0.06 unchanged; realized PnL -$2.36.","rootCause":{"class":"structural","evidence":"watcher: armed=false, pidAlive=false, nextFallbackMin=null β€” same watcher SDK crash epidemic affecting 8/12 agents. The 4h fallback was registered in the script but the process died before it could fire (356min elapsed, fallback never triggered). Agent logic itself executed correctly on its sole wak"},"reasoningRead":"Sound on the one wake it ran: bear thesis intact, posted a directional BELOW bet, DCA'd into tech basket (sNVDA 0.06 @ 0.50 USDC slice). Not solving the wrong problem β€” but the watcher crash means the reasoning loop is frozen and can't respond to intent #48's resolution or ETH adverse moves.","wakeTriggers":["intent #48 leaves book (ownIntentResolved) β€” intent IS gone (open_intents=0) but watcher was already dead; trigger missed","ETH adverse β‰₯+1.5% from $1682.93 (~$1708.17) β€” unmeasurable: watcher dead","new tech sell intent (sAAPL/sNVDA/sMSFT posterGives) β€” unmeasurable: watcher dead","4h hard fallback β€” registered but process died before firing; 356min elapsed with no wake","MISSING: no self-resurrection path β€” nextFallbackMin=null means the platform has no scheduled re-arm for this agent"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already matched the BELOW BinaryBet (deal 1); Mimic-Ljuba copies directional bets β€” natural counterparty for new binary postings","available":"health=ok, active"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap (deal 2); LP-Maker quotes sNVDA/sAAPL/sMSFT swaps for the tech basket DCA leg","available":"health=ok, 12 open swap intents (55-58mi"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes ETH/BTC options; a bear could buy put options if option-taker is dead β€” but bear-yosher's mission uses Perpetuals/BinaryBets, not opt","available":"health=ok, 3 options expiring imminently"}],"reliableCounterparties":2,"missedOpportunities":"Intent #48 resolution event (fill or expiry) fired while watcher was dead β€” agent couldn't respond to re-post or record outcome. LP-Maker has had 12 open swap quotes active for ~55-58min that the tech basket DCA could have taken additional slices from, but no wake occurred to act on them.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors own intent #48 via ownIntentResolved β€” correct trigger for a bet-posting agent","ETH adverse check (+1.5% from $1682.93 baseline) aligns with halt-on-persistent-climb mission clause","Tech sell intent scanner (posterGives sAAPL/sNVDA/sMSFT) directly supports DCA-into-basket leg","4h hard fallback registered β€” appropriate cadence for a patient directional agent","Baseline-pass pattern on seen set avoids spurious first-tick fires"],"lacking":["Process dies immediately after armWatcher β€” 4h fallback registered but never survives to fire (platform-level crash, not script logic)","No ETH short-side trigger: a sharp ETH drop (thesis confirming) should accelerate position β€” watcher only watches for adverse moves, not confirmatory ones"],"suggestedChange":"Add a confirmatory ETH down-move trigger (e.g. ETH ≀ baseline Γ— 0.985) that fires a wake to re-post or size up the short β€” currently the watcher only reacts to thesis failure, not thesis confirmation, leaving upside momentum unwatched."},"issues":[{"scope":"core","title":"Watcher process dies on launch β€” 4h fallback never fires","detail":"armed=false, pidAlive=false, nextFallbackMin=null after 356min. Same epidemic affecting 8/12 agents. The armWatcher call registers the fallback but the process crashes before the runWatchLoop tick can reach the deadline check. Intent #48 resolution was missed entirely.","fix":"Fix the watcher SDK crash root cause (shared across all crashed agents); add a platform-level resurrection scheduler so nextFallbackMin is honoured even when the process dies"},{"scope":"agent","title":"No confirmatory (thesis-validating) ETH trigger in wake script","detail":"The script only fires on adverse ETH moves (bear thesis failing). A sharp ETH drop confirming the bear thesis has no trigger β€” agent sleeps through its best sizing opportunities.","fix":"Add ETH ≀ ETH_BASELINE Γ— (1 - CONFIRM_PCT/100) branch in runWatchLoop to fire a wake when the short is winning"}],"assessment":"The BinaryBet with Mimic-Ljuba is matched but unresolved (still 'live', not 'settled'); intent #48 has left the book but the agent can't respond β€” watcher has been dead 356min with nextFallbackMin=null, so no self-recovery path exists. USDC at $87.44 / sNVDA 0.06 unchanged; realized PnL -$2.36."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":62,"msgs":1569,"total":98490723,"totalUsd":53.18,"w5":52828233,"w5Usd":27.38,"w5PctPool":21.1,"w7":98490723,"w7Usd":53.18,"w7PctPool":4.1,"w5Son":37454279,"w7Son":77621017,"hourly":[3.22,2.9,7.74,5.94,7.58,10.51,9.4,3.8,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:38:03.138Z","tokens":1979331,"usd":1.38,"msgs":26}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":750.63,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":382,"wakes":16,"firstWakeMs":1780943911000,"lastWakeMs":1780964820000,"ageMin":21,"lastWhy":"Free-option bids are first priority β€” must cancel before any taker exploits them. Oracle micro-dips are a recurring patt","repeatWakes":13,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780967870934,"watching":"new counterparty fillable swap OR 40min (quote expiry)","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":21.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":411,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":407,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1127}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0.16,0.68,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.63,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":435,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":421,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive dead cycle. last_wake_min_ago 351β†’411 (+60min), zero new activity. The 90-min fallback from the sole wake (06-08T17:47) would have fired ~321min ago β€” but wakes count remains 1, confirming the fallback triggered no second agent wake. The watcher process died as part of the 8-agent SDK epidemic before it could call fireWake or before the pla","badge":"DEAD β€” MANUAL NEEDED","confidence":"high","bottomLine":"Permanently stalled. 411min since sole wake, armed=false, pidAlive=false, nextFallbackMin=null. The 90-min fallback (~321min ago) produced zero new wakes (count still at 1) β€” the watcher died as part of the fleet-wide SDK epidemic before any self-rescue was possible. Intent #28 settled (1 deal ↔ LP-Maker), but the watcher was already dead and missed the resolution event. Manual restart is the only recovery path.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; wakes=1 after 411min; 90-min fallback window (due ~321min ago) produced 0 new wakes; same epidemic affecting arb-hunter-tom, bear-yosher, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew, option-taker-matheus"},"reasoningRead":"The single wake reasoned well β€” no trailing returns, established baseline, took 25% starter BTC position (strongest crypto), posted Intent #28. Mission-appropriate logic. The failure is entirely platform: watcher died before the fill/fallback could re-invoke the agent. Sound reasoning solving the right problem, killed by core infrastructure.","wakeTriggers":["ownIntentResolved on Intent #28 (fill or expiry)","90-min fallback at armWatcher deadline","MISSING: neither fired β€” watcher process dead; fallback window elapsed ~321min ago with no recorded wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap liquidity hub; momentum-nikita's 1 settled deal was ↔ LP-Maker; 12 open BTC/ETH swap intents available right now","available":"ok β€” 12 open intents expiring in 55-58mi"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker has 12 open swap intents live now; if momentum-nikita were alive and BTC/ETH momentum signal still holds, it could be re-entering or rotating. Unmeasurable in detail: watcher blind to book (dead process). Structurally: 411min of LP-Maker liquidity ignored.","wakeScript":{"wellReasonedForMission":true,"good":["Intent-resolution trigger (ownIntentResolved) is exactly right β€” re-decide when the position settles or expires, not on noise","90-min fallback covers the 1h RFQ window with buffer β€” cadence appropriate for a patient momentum rotator","Zero-LLM watcher, no book-sniff false-fire risk"],"lacking":["No self-restart on watcher death β€” if the process crashes the agent has no recovery path outside the fallback window","Fallback already elapsed (~321min ago) and produced no wake, confirming zero self-healing beyond the first fallback"],"suggestedChange":"After manual restart: add a second shorter fallback (~30min) that re-arms itself on wake β€” so if Intent #28 is already settled on next boot, the agent immediately re-decides rather than waiting for ownIntentResolved on a stale ID."},"issues":[{"scope":"core","title":"Watcher process epidemic β€” 8 agents dead, no self-recovery","detail":"momentum-nikita is one of 8 agents with armed=false, pidAlive=false. The SDK watcher process dies and the 90-min fallback (the only recovery mechanism) elapsed ~321min ago without triggering a new wake. This is a shared infrastructure failure, not an agent logic failure.","fix":"Diagnose why watcher processes are dying fleet-wide (OOM, supervisor crash, SDK bug). Add process supervisor (e.g. keep-alive restart) or a platform-level dead-man switch that re-arms a watcher if pidAlive goes false and nextFallbackMin is null. Manual restart of all 8 crashed agents immediately."},{"scope":"agent","title":"Wake script has no post-restart recovery for already-settled intent","detail":"If Intent #28 settled while watcher was dead, a manual restart will re-run the watcher watching a stale ID that already resolved β€” ownIntentResolved will fire instantly but only because the intent is old, not because a meaningful event occurred. Agent may re-decide on stale context.","fix":"On restart, check intent #28 status first; if already settled, skip directly to re-decide logic and post a fresh intent rather than re-arming the old ID watcher."}],"assessment":"Permanently stalled. 411min since sole wake, armed=false, pidAlive=false, nextFallbackMin=null. The 90-min fallback (~321min ago) produced zero new wakes (count still at 1) β€” the watcher died as part of the fleet-wide SDK epidemic before any self-rescue was possible. Intent #28 settled (1 deal ↔ LP-Maker), but the watcher was already dead and missed the resolution event. Manual restart is the only recovery path."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Thirteenth-plus consecutive dead cycle β€” no change: armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap attempt only). The $0.15 was never followed by watcher installation. Option-Writer-Matheus now has 3 options expiring in 1m/16m/17m β€” all are near-decided by time alone (mission criteria), and the 1m one expi","badge":"NEVER BOOTSTRAPPED","confidence":"high","bottomLine":"Option-Taker has never executed a single wake. The blocker is structural: wake_script_source=null means the watcher daemon was never installed after the $0.15 init spend. Three Option-Writer options (1m/16m/17m to expiry) satisfy near-decided criteria by definition β€” all will expire unclaimed.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null. $0.15 lifetime = one bootstrap invocation that did not complete watcher installation. No deals indexed. 3 option-writer-matheus options expiring imminently with 0 taker response across the entire option-writer lifet"},"reasoningRead":"Cannot assess β€” agent has produced zero reasoning output in its lifetime. The mission is sound (take near-decided/cheap ITM ETH/BTC options from option-writer-matheus), and the counterparty is active with 12 settled deals. The failure is pre-reasoning: the agent never reached the reasoning stage.","wakeTriggers":["MISSING: watcher never installed β€” wake_script_source=null means no trigger exists at all","MISSING: fallback timer (nextFallbackMin=null) β€” no self-wake path even without a book trigger"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Direct writer of ETH/BTC options this agent is designed to take; 3 live options expiring 1m/16m/17m, all near-decided by time β€” exact missio","available":"active, health=ok, 12 settled deals this"},{"agent":"polymarket-ljuba","fit":"no","why":"Also evaluates options but as a buyer/evaluator, not a writer β€” same side of the trade","available":"health=ok, 0 deals"}],"reliableCounterparties":1,"missedOpportunities":"All 3 option-writer-matheus options expiring in 1m, 16m, 17m are direct misses β€” near-decided by time alone satisfies this agent's stated criteria. The 1m option is already effectively expired. Prior summary noted ETH put intent #71 (1% OTM, $0.60 premium) was also in-scope and presumed missed. Every option written since agent creation has gone uncontested by this agent.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists; watcher was never installed","No fallback timer set (nextFallbackMin=null) β€” agent cannot self-recover","armed=false + pidAlive=false β€” fully offline with no re-entry path"],"suggestedChange":"Bootstrap the agent: run its CLAUDE.md entrypoint to completion so it installs a wake script. Minimum viable watcher: poll option-writer-matheus open intents every 5-10 min, trigger on any option with ≀20 min to expiry or strike within 2% o"},"issues":[{"scope":"agent","title":"Watcher never bootstrapped β€” wake_script_source=null","detail":"$0.15 init spend did not produce a watcher installation. Agent has 0 wakes across its entire lifetime. All option-writer-matheus options (the sole active counterparty) have expired uncontested.","fix":"Re-run agent bootstrap to install wake script. Confirm armed=true and nextFallbackMin is set before considering it live."},{"scope":"core","title":"Bootstrap completion not verified β€” $0.15 spend with no watcher artifact","detail":"The SDK allowed an agent to reach health=unknown with a $0.15 spend but no installed watcher and no error state. Two other agents (arb-hunter-tom, bear-yosher) show similar null-script patterns. A failed bootstrap should flip health to 'crashed' and surface a CTA, not leave the agent silently dark.","fix":"Add post-bootstrap check: if wake_script_source=null after init spend > $0, mark health=crashed and emit a bootstrap-failed alert."}],"assessment":"Option-Taker has never executed a single wake. The blocker is structural: wake_script_source=null means the watcher daemon was never installed after the $0.15 init spend. Three Option-Writer options (1m/16m/17m to expiry) satisfy near-decided criteria by definition β€” all will expire unclaimed."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":946988,"w5Usd":0.59,"w5PctPool":0.4,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":946988,"w7Son":1660705,"hourly":[0,0,0,0,0.59,0.41,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":12,"openIntents":2,"balanceUsd":98.48,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":322,"wakes":15,"firstWakeMs":1780947228000,"lastWakeMs":1780965435000,"ageMin":11,"lastWhy":"Engine 1 premium income β€” portfolio is balanced and ready for option writing. Sell options near-money (1% OTM) to earn p","repeatWakes":0,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780968660530,"watching":"ETH put option (0xd5) resolves or 90min fallback","armed":true,"nextFallbackMin":43}},"verdict":{"summary":"Agent bootstrapped this cycle and progressed through a full arc: W1–W6 built the 70/30 portfolio via 12 LP-Maker swaps (deals 1–12, +$16.99 PnL); W8–W12 attempted stock rebalance trims (0x88β†’0x92) that went unfilled even at 6% discount; W13 recovered a 93%-inventory crisis by accepting inbound LP-Maker bids (deal 20, 12 USDC); W14 ETH call post failed (tx ti","badge":"OPTIONS ORPHANED","confidence":"high","bottomLine":"The 70/30 swap engine is executing cleanly (12 fills, +$16.99 PnL, sole counterparty LP-Maker). The 30% option-writing sleeve is structurally dead on arrival β€” Option-Taker-Matheus has never woken, so every option written (including the 3 Step-1 flagged near-expiry and the freshly posted 0xd5) will expire unfilled. This is a fleet gap, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are swap↔LP-Maker; 0 option deals ever. Option-Taker-Matheus: 0 wakes, health=unknown. ETH put 0xd5 (premium 0.22 USDC) has no natural buyer on the network."},"reasoningRead":"Sound and adaptive β€” correctly re-prices cheaper (never higher: 0x88β†’0x8f at βˆ’6.2%, 0x89β†’0x92 at βˆ’5.8%), freezes capital under stress (W12), accepts inbound fills to escape inventory lock (W13 deal 20), pivots from failed ETH call to ETH put (W14β†’W15). Executing the right playbook into the wrong market: disciplined option-writing with zero takers is the problem, not the reasoning.","wakeTriggers":["ownIntentResolved on 0xd5 (fill, expiry, or cancel)","90-min fallback if unresolved","MISSING: no trigger on option-taker becoming active (would allow faster re-posting with a live buyer)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole confirmed swap counterparty β€” 12/12 deals; fills stock+crypto legs","available":"ok"},{"agent":"option-taker-matheus","fit":"yes","why":"Purpose-built to buy options from this agent","available":"dead β€” 0 wakes ever, health=unknown"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Might buy options if premium is mispriced vs Polymarket implied vol; mission is plausible overlap","available":"ok (0 deals so far)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents β€” a deeply discounted option could attract it","available":"stuck (crashed)"}],"reliableCounterparties":1,"missedOpportunities":"None for the swap engine. Option sleeve opportunities are unmeasurable β€” watcher monitors own-intent resolution only, cannot see whether other agents viewed and rejected option intents.","wakeScript":{"wellReasonedForMission":true,"good":["Watches the specific intent ID (0xd5) for resolution β€” precise, not book-polling","90-min fallback covers the 60-min option window with buffer β€” cadence matches the instrument","Zero-LLM, stateless, cannot fire on 'book non-empty'"],"lacking":["Will always hit the 90-min fallback while Option-Taker is dead β€” burning ~$1 USDC/wake on no-op cycles","No signal on option-taker bootstrap or polymarket-ljuba activity that could indicate a live option buyer has appeared"],"suggestedChange":"Add a secondaryCheck: if the prior N fallbacks all expired unfilled (detectable via intent state), extend fallbackMs to 180 min and log 'option sleeve dormant β€” no takers' to reduce burn rate while the fleet is option-buyer-free."},"issues":[{"scope":"core","title":"Option-Taker-Matheus never bootstrapped β€” option sleeve has 0 buyers","detail":"Option-Writer has posted options since W1; Option-Taker has 0 wakes ever. All option intents (including 3 flagged in Step-1 near-expiry and current 0xd5) expire unfilled. The option writing engine produces no revenue despite correct execution.","fix":"Bootstrap Option-Taker-Matheus. It is the only purpose-built buyer; until it wakes, the 30% option sleeve of every option-writer earns nothing."},{"scope":"agent","title":"Rebalance trim intents (sAAPL/sMSFT) went unfilled even at 6% discount","detail":"W8–W9: 0x88/0x89β†’0x8f/0x92 posted at 5.8–6.2% below oracle mid, never filled. LP-Maker is the only active swap counterparty and apparently didn't lift these. Agent eventually escaped via accepting inbound LP-Maker bids (W13 deal 20).","fix":"Review whether sell-side stock intents at 6% discount are within LP-Maker's fill parameters, or whether a different framing (smaller size, shorter expiry) would clear. Consider reducing trim lot size to match LP-Maker's observable appetite."},{"scope":"agent","title":"W14 ETH call tx timeout with no diagnostic on cause","detail":"W14 posted ETH call β†’ timeout (tx 0xc07...). Agent pivoted immediately to ETH put, which worked in W15. No root cause recorded β€” could be network congestion, collateral approval gap, or option judge issue specific to calls vs puts.","fix":"Log the failure reason from the tx receipt in the wake note. If puts succeed and calls consistently timeout, the call path in the Option judge may have a bug β€” worth one isolated test."}],"assessment":"The 70/30 swap engine is executing cleanly (12 fills, +$16.99 PnL, sole counterparty LP-Maker). The 30% option-writing sleeve is structurally dead on arrival β€” Option-Taker-Matheus has never woken, so every option written (including the 3 Step-1 flagged near-expiry and the freshly posted 0xd5) will expire unfilled. This is a fleet gap, not an agent fault."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":288,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":287,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1152}},"verdict":{"summary":"Wake 2 (20:01 Jun8) resolved prior summary's dead-loop concern: agent successfully executed, posted intent #89 (ETH<$1700/Jun9, 0.588 implied, 10 USDC, edge=10.3%), and redeployed a new watcher with pidAlive=true. Prior run flagged 'pid dead, no intermediate wake path' β€” both reversed. The wake script written at wake 2 NOW CONTAINS a working pre-expiry T-5mi","badge":"ARMED, T-5 LIVE","confidence":"high","bottomLine":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers.","rootCause":{"class":"maker-only","evidence":"Intents #32 (BTC<$64k, 10 USDC, 0.617 implied) and #89 (ETH<$1700, 10 USDC, 0.588 implied) both posted as maker; settled_deals_detail=[], 0 counterparties have filled. No arb-hunter-tom or mimic-ljuba fill recorded."},"reasoningRead":"Sound and on-mission. Wake 1: BTC<$64k backed by $158k Polymarket liquidity + oracle $63,457 vs $64k strike. Wake 2: ETH<$1700 edge=10.3%, $124k liquidity, shade to 58.8%. Both quantitative, both anchored to Polymarket implied probability vs on-chain oracle β€” exactly the mission. No churn: each wake posted a distinct instrument. The agent is solving the right problem.","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry event)","T-5min pre-expiry inline check: nowSec >= EXPIRY_SEC - 300 (Jun9 15:55 UTC)","newMatches: fresh BinaryBet/Option intent posted by non-self address","Fallback: Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binary bets against lagging oracle β€” both intents are in-the-money vs oracle; oracle $63,457 < $64k strike makes ","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mission: accept winnable open bets re-priced to live oracle β€” live BinaryBet vs Bear-Yosher already active, capacity may be consumed; could ","available":"armed=true, pidAlive=true β€” reachable"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission: take near-decided binaries β€” intents are in-the-money but shaded conservatively (not clearly mispriced), so vulture may not see suf","available":"watcher dead (armed=false, pidAlive=fals"},{"agent":"bear-yosher","fit":"no","why":"Mission: short ETH/BTC via Perpetuals, not BinaryBet taker; wrong instrument class","available":"armed status unknown from roster"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable in the taker direction: arb-hunter-tom and vulture-andrew watchers are dead and cannot scan the book. Mimic-ljuba (the one live counterparty) has not filled either intent since they posted at 18:03 and 20:01 Jun8 β€” either intents don't meet its re-pricing threshold or its capacity is already deployed in the Bear-Yosher BinaryBet. No intents from other agents that polymarket-ljuba shou","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry T-5min check (nowSec >= EXPIRY_SEC - 300) is present, correct, and will fire at Jun9 15:55 UTC β€” directly answering Step-1 focus question","60s poll cadence: appropriate for binary resolution; catches the T-5min window with at most 60s slip","ownIntentResolved watches both #32 and #89 independently β€” will fire immediately on fill without waiting for fallback","isNewTakeable correctly excludes own intents and filters to BinaryBet/Option β€” no false fires on swap book noise","Zero-LLM watcher; all checks are deterministic"],"lacking":["Fallback at EXPIRY_SEC + 4h (20:00 UTC Jun9) is 4h post-expiry β€” useless for pre-settlement action; it only catches a post-expiry reassessment if the T-5min che","preExpireFired flag is in-memory: if the watcher process crashes and restarts between now and T-5min, flag resets to false and will re-fire (harmless double-wak","Baseline-round skip on `seen` initialization means the first poll after arm doesn't scan for new intents β€” acceptable 60s blind window at startup"],"suggestedChange":"Move the fallback to T-10min before expiry (EXPIRY_SEC - 600) instead of +4h post-expiry. This makes the fallback a true safety net for the pre-expiry window rather than a dead post-expiry cleanup trigger. The T-5min inline check remains as"},"issues":[{"scope":"agent","title":"arb-hunter-tom and vulture-andrew dead watchers block polymarket-ljuba fills","detail":"The two agents most likely to take polymarket-ljuba's in-the-money BinaryBets both have dead watchers (armed=false, pidAlive=false). As long as they're offline, intents #32 and #89 have effectively 1 reachable counterparty (mimic-ljuba). Re-arming either would be the event most likely to produce a s","fix":"Re-arm arb-hunter-tom and vulture-andrew; polymarket-ljuba's intents are on-book and correctly priced, they just need a live taker."},{"scope":"agent","title":"Fallback fires 4h post-expiry β€” provides no pre-settlement safety net","detail":"FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the process restarts at T-5min and the preExpireFired flag resets, the inline check still fires, but the fallback is not a backstop for that window.","fix":"Set FALLBACK_UNIX_SEC = EXPIRY_SEC - 600 (T-10min) so the fallback is a true pre-expiry safety net. Add a separate post-expiry re-arm inside the T-5min wake handler if post-expiry reassessment is needed."}],"assessment":"Focus question resolved YES: the T-5min pre-expiry check at lines `nowSec >= EXPIRY_SEC - 300` fires at Jun9 15:55 UTC (~17h 55m from now, well before the 16:00 UTC expiry). The loop polls every 60s, so the worst-case miss window is 60s. Fallback at 20:00 UTC is post-expiry but is now a secondary concern β€” the inline check covers the critical settlement window. 0 settled deals is market-structural: both intents are maker posts awaiting takers."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":450,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":448,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still 0 deals, 0 open intents, 1 lifetime wake (w1 at 17:20 UTC Jun-08, 438 min ago). Watcher is fully dead (armed=false, pidAlive=false) β€” no self-wake path exists. LP-Maker's BTC ask (~$63,150) has crossed lior's last implied bid (~$63,348) by ~$198 (0.31%) since this cycle's quote refresh, meaning a favorable DCA fill is available right now but lior canno","badge":"CRASHED β€” ARB WINDOW OPEN","confidence":"high","bottomLine":"The crashed watcher is the sole blocker. LP-Maker's ask (~$63,150) crossed lior's implied bid (~$63,348) by $198 this cycle β€” a live, favorable fill is available on the $7 BTC DCA slice β€” but lior has no self-wake path and has been dark for 438 min. The arbitrage window has been open since LP-Maker refreshed quotes this cycle (at minimum one observer interval, ~15–60 min, and counting).","rootCause":{"class":"structural","evidence":"Wake script hardcoded to intent #13 (expired, open_intents=0) and 2026-06-08T17:30 UTC market open (438 min past). 4h fallback from armWatcher would have elapsed at ~21:20 UTC Jun-08 but PID was already dead. No surviving trigger. Watcher cannot re-arm itself."},"reasoningRead":"Sound at w1 β€” BTC correctly identified as most underweight at -35pp, $7 DCA slice sized correctly, registration prereq handled. But the reasoning produced a single-use wake script that cannot survive its own intent expiry. The agent is solving the right problem (DCA rebalancing) with correct logic, but the wake-script architecture collapses after one cycle β€” solving the right problem with a struct","wakeTriggers":["ownIntentResolved(intent #13) β€” DEAD: intent #13 expired, open_intents=0","setTimeout for 2026-06-08T17:30 UTC market open β€” DEAD: 438 min past","4h fallback from armWatcher β€” DEAD: elapsed at ~21:20 UTC Jun-08, PID gone","MISSING: no trigger for 'no open intent β†’ post fresh one'; no recurring cadence after intent cycle ends"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker is quoting BTC swaps at ~$63,150 β€” below lior's ~$63,348 implied bid by $198; would fill a fresh BTC buy intent immediately","available":"alive/ok, 12 open swap intents, refreshi"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker BTC ask ~$63,150 available since this cycle's quote refresh β€” lior's implied bid of ~$63,348 would fill at ~$198 favorable spread on 0.0001105 BTC (~$0.02 net gain on the slice, plus on-target DCA execution). Window open for at minimum one observer interval (~15–60 min). Lior cannot act because watcher is dead.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly arms a fallback (4h) as safety net","ownIntentResolved logic is appropriate β€” re-wake when the intent settles to decide the next slice","Market-open trigger was sensible for stock DCA at time of writing"],"lacking":["Single-use: hardcoded intent ID '13' and hardcoded date '2026-06-08T17:30:00Z' β€” both are now expired/past, leaving zero live triggers","No recovery path when open_intents=0 and no prior intent is pending β€” the normal state between DCA cycles","4h fallback elapsed without a successor script; process died with no re-arm"],"suggestedChange":"Rewrite current.ts to be stateless and date-independent: check open_intents at startup β€” if none, fireWake immediately so the agent can post a fresh slice; otherwise watch for ownIntentResolved on whatever the current intent ID is, with a 4"},"issues":[{"scope":"agent","title":"Single-use wake script β€” dead after intent #13 expiry","detail":"current.ts is hardcoded to intent #13 (expired) and 2026-06-08T17:30 UTC (438 min past). Both triggers are inert. The 4h fallback elapsed and the PID is gone. Lior has no self-wake path and is missing a live $198-favorable BTC fill right now.","fix":"Rewrite current.ts: on startup, if open_intents=0 call fireWake() immediately to enter the next DCA cycle; if intent is live, watch ownIntentResolved on the current ID. Strip all hardcoded IDs and dates. Restart the watcher process."},{"scope":"agent","title":"No self-recovery after watcher PID death","detail":"Armed=false, pidAlive=false with no scheduled fallback (nextFallbackMin=null). Once the PID dies between DCA cycles, the agent is permanently stuck until manual intervention.","fix":"Add a cron or supervisor entry to restart the watcher process if PID is dead and no wake has occurred in >2h β€” this is the DCA cadence floor."}],"assessment":"The crashed watcher is the sole blocker. LP-Maker's ask (~$63,150) crossed lior's implied bid (~$63,348) by $198 this cycle β€” a live, favorable fill is available on the $7 BTC DCA slice β€” but lior has no self-wake path and has been dark for 438 min. The arbitrage window has been open since LP-Maker refreshed quotes this cycle (at minimum one observer interval, ~15–60 min, and counting)."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":303,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":296,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still 0 deals lifetime, 1 wake ever (06-08T19:52). Intent #78 (0.50 USDC bait at oracleΓ—0.99, sNVDA=$207.56 implied bid) posted then expired unfilled β€” confirmed by open_intents=0. Watcher dead (armed=false, pidAlive=false): the 30-min fallback (20:22 UTC Jun 8) never fired because the watcher process died first β€” same core SDK epidemic. Focus question answe","badge":"STRUCTURAL GAP","confidence":"high","bottomLine":"0 deals in 1 wake, 286 min offline. The sizing mismatch is confirmed permanent: LP-Maker (sole active hub) cannot fill 0.50 USDC lots, and no other live agent acts as a small-lot sNVDA seller. Without a dedicated small-lot counterparty or a lot-size increase (e.g., to LP-Maker's minimum), this agent posts only to expire.","rootCause":{"class":"structural","evidence":"Intent #78: 0.50 USDC bid at oracleΓ—0.99 β€” expired unfilled. LP-Maker minimum >> 0.50 USDC (structural floor). No small-lot sNVDA sell-side counterparty exists in the fleet. Vulture-Andrew (only plausible small-lot taker) is crashed (armed=false). All 4 other swap-capable agents (rebalancer-lior, sw"},"reasoningRead":"Sound reasoning for a broken market. The 1% oracle discount bait is a legitimate tactic to attract mean-reverters and it correctly identifies that LP-Maker won't fill at this size. But it's solving the right sub-problem (price discovery) in a market with no structural buyer β€” the fleet simply has no agent configured or able to fill 0.50 USDC sNVDA swaps. Disciplined execution of a correct strategy","wakeTriggers":["intent 78 resolves (fill or expire) β€” already expired, now stale","new sell-side sNVDA intent ≀ oracleΓ—1.005 β€” no active sNVDA sellers in fleet","oracle drift >0.5% from $207.76 β€” valid cadence trigger","MISSING: self-rearming after each wake (watcher process dies; next wake never scheduled)","MISSING: fallback timestamp AFTERHOURS_TS=1780950600 (Jun 8 20:30 UTC) is now 12+ hours in the past β€” hardcoded stale deadline, guarantees no future fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Minimum lot size structurally above 0.50 USDC β€” cannot fill stacker's bait bids regardless of price","available":"alive (ok) but wrong lot tier"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission includes taking baited near-sure-win intents; 1% oracle discount could qualify, but 0.50 USDC lot may be below vulture's economic th","available":"crashed (armed=false)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could supply sNVDA if overweight, but mission is DCA buyer not seller; unlikely to be net sNVDA seller","available":"crashed (armed=false, 436min offline)"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if sNVDA is stretched above average, swing could sell; small lots compatible","available":"crashed (armed=false)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” stacker is a pure buyer (USDCβ†’sNVDA); it cannot take intents, only post. No sell-side sNVDA intents were open during the analysis window (0 open intents fleet-wide matching the profile).","wakeScript":{"wellReasonedForMission":false,"good":["Watches own intent resolution before re-posting β€” avoids duplicate escrow lock","Oracle drift trigger (>0.5%) correctly re-prices the bid when market moves","Checks new sell-side sNVDA at ≀ oracleΓ—1.005 β€” right condition to act on a fill opportunity","Zero-LLM watch loop β€” correct pattern"],"lacking":["AFTERHOURS_TS hardcoded to Jun 8 20:30 UTC β€” now 12+ hours stale; fallbackMs resolves to Math.max(60_000, negative) = 60_000 on next deploy, producing a 1-min f","Script header says 'Stacker-Nova wake watcher' β€” wrong agent name, copy-paste artifact (minor but signals script provenance)","No self-rearm after each wake: once the watcher process dies (SDK epidemic), no new watcher is spawned; intent #78 expired without triggering a second wake","Bait bid logic assumes a sell-side sNVDA counterparty exists β€” watcher should check if any sell-side sNVDA intents exist at all before locking USDC in escrow"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a rolling deadline: `const fallbackMs = 30 * 60 * 1000` (30-min recurring fallback regardless of time-of-day). This makes the watcher cadence time-independent and ensures the agent re-wakes even when int"},"issues":[{"scope":"core","title":"Watcher process dies before fallback fires β€” SDK epidemic","detail":"armed=false, pidAlive=false across 8/12 agents including stacker. The 30-min fallback set at 19:52 UTC Jun 8 never fired; only 1 wake in agent lifetime.","fix":"Core SDK watcher process must survive to fire scheduled fallbacks; likely a process supervisor or restart-on-crash fix at the SDK level."},{"scope":"agent","title":"Hardcoded stale AFTERHOURS_TS deadline","detail":"AFTERHOURS_TS=1780950600 (Jun 8 20:30 UTC) is 12+ hours expired. On next deploy, msUntilAfterhours will be negative, making fallbackMs=60_000 (1 min) β€” unintended hyper-polling.","fix":"Replace with `const fallbackMs = 30 * 60 * 1000` β€” a time-independent rolling 30-min fallback."},{"scope":"agent","title":"No small-lot sNVDA counterparty β€” structural deal-path gap","detail":"LP-Maker minimum >> 0.50 USDC. Zero lifetime deals confirm this isn't a pricing issue β€” it's a fleet configuration gap. Stacker will never deal without a compatible counterparty.","fix":"Either (a) increase stacker's lot size to LP-Maker's minimum in CLAUDE.md, or (b) configure a dedicated small-lot sNVDA liquidity agent. Option (a) changes mission scope; option (b) is the correct fleet-level fix. Escalate to fleet operator β€” this is not fixable within stacker's own CLAUDE.md."}],"assessment":"0 deals in 1 wake, 286 min offline. The sizing mismatch is confirmed permanent: LP-Maker (sole active hub) cannot fill 0.50 USDC lots, and no other live agent acts as a small-lot sNVDA seller. Without a dedicated small-lot counterparty or a lot-size increase (e.g., to LP-Maker's minimum), this agent posts only to expire."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":426,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":685,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead confirmed 8th+ consecutive cycle. last_wake_min_ago advanced 615β†’675 (+60min), sustaining the exact ~60min/cycle clock-drift across every prior run β€” zero new activity. USDC IS approved on-chain (tx 0x0d06163644f8581c3ec4dd02551e60135e15b695e9e2768a14…, confirmed in the one wake at 06-08T13:23), so not in pre-approval limbo. Stuck post-approval but pre-","badge":"WARMUP DEAD","confidence":"high","bottomLine":"USDC approval succeeded (on-chain tx confirmed), so the agent cleared pre-trade setup. The blocker is the warmup price-sampler: it died after the single wake and its 60-min fallback never fired. The dislocation signal requires a rolling price history it has never been able to build β€” 10+ collection windows missed, ~10.5h overdue. Manual restart is the only recovery path.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, nextFallbackMin=null; 1 wake ever (06-08T13:23, $0.56 spent on USDC approval only); 0 settled deals; 0 open intents; 0 price samples collected; fallback due ~14:23 06-08 UTC, now ~10.5h overdue"},"reasoningRead":"Strategy logic is sound β€” trailing-average dislocation fade is coherent, and approving USDC first is correct sequencing. But the agent is solving the right problem on a platform that killed its sampler. It cannot self-diagnose or self-restart; it is disciplined-looking churn at the process level, not the reasoning level.","wakeTriggers":["60-min time-based fallback (armWatcher fallbackMs=3600000)","MISSING: no cron/persisted schedule β€” if the process dies, the fallback dies with it and nothing re-arms it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker quotes BTC/ETH swaps near oracle mid β€” swing-nikita's dislocation swaps would route against it","available":"alive (health: ok, 12 open swap intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Lior posts DCA delivered swaps that could overlap with swing's dislocation direction","available":"crashed (armed=false, pidAlive=false)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: the agent has never computed a dislocation signal (0 price samples collected), so no counterfactual fills can be assessed. Even if LP-Maker posted a fillable dislocation, swing-nikita had no signal to act on.","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence is correct for warmup price sampling β€” patient, not a sub-minute poll","runWatchLoop with a time-based fallback is appropriate here; no book condition needed during warmup","Label 'warmup sample collection' accurately reflects the current phase"],"lacking":["No persistence beyond the process: if the process dies, the fallback is gone β€” there is no cron, no external scheduler, no re-arm on startup","No transition logic: script doesn't show how it graduates from warmup to dislocation-signal mode once enough samples exist"],"suggestedChange":"Replace the in-process armWatcher fallback with a persisted cron or restart-on-exit supervisor so sample collection survives process death. One missed wake at warmup means permanent stall β€” the fallback must outlive the process."},"issues":[{"scope":"core","title":"Fallback dies with the process β€” no persistent scheduler","detail":"armWatcher schedules the fallback inside the running Node process. When the process exits (crash, OOM, SIGTERM), nextFallbackMin becomes null and nothing re-arms. This is the epidemic affecting 8 of 12 agents this cycle.","fix":"Core/SDK should persist scheduled wakes to a durable store (cron table, file-backed queue) so a restart re-arms the fallback without a full agent wake."},{"scope":"agent","title":"Warmup sampler has no self-resurrection path","detail":"swing-nikita's current.ts has no re-arm logic on startup β€” if it's relaunched it will arm a fresh 60-min window, but it will never fire on its own. Needs a manual restart to unblock.","fix":"Add an on-startup check: if watcher.armed=false and last_wake_min_ago > fallbackMs threshold, immediately fire a warmup sample rather than waiting another 60 min."}],"assessment":"USDC approval succeeded (on-chain tx confirmed), so the agent cleared pre-trade setup. The blocker is the warmup price-sampler: it died after the single wake and its 60-min fallback never fired. The dislocation signal requires a rolling price history it has never been able to build β€” 10+ collection windows missed, ~10.5h overdue. Manual restart is the only recovery path."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.01,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":342,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":336,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 326min ago (up from 266min last run β€” 60min additional gap); wake_script_source=null confirmed missing watcher, no self-wake path exists. The single w1 (19:12) basket-buy remains the sole lifetime activity: 6 swaps at 8 USDC each filled by LP-Maker at oracle mid, producing $92.39 PnL β€” but these were portfolio-construction fills, not mispriced-quote ","badge":"DEAD NO WATCHER","confidence":"high","bottomLine":"Vulture is hard-stopped: wake_script_source=null means no autonomous re-wake will ever fire. LP-Maker's 12 open quotes are oracle-priced by LP mission β€” not a vulture target. The real missed edge is Option-Writer-Matheus's 3 expiring options (1m / 16m / 17m expiry) which are near-decided and sit squarely in vulture's 'near-certain edge' mandate; all will expire untouched.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false, pidAlive=false, nextFallbackMin=null β€” agent has no watcher installed and no fallback scheduled; gap 326min and growing. All 6 settled deals were oracle-mid basket buys from w1, not mispriced-quote captures."},"reasoningRead":"w1 reasoning ('need basket to fund any deal or post bait') has internal logic β€” inventory as pre-condition for posting bait intents β€” but it solved the wrong problem: LP-Maker quotes at oracle mid by design, so buying that basket doesn't create any bait edge. The agent correctly read its wallet state but misidentified LP-Maker as a mispricing source. Sound loop mechanics, wrong problem.","wakeTriggers":["MISSING: no wake_script_source installed β€” agent cannot self-trigger","MISSING: no fallback timer (nextFallbackMin=null) β€” no safety net","Would need: book scan for swap quotes >N bps off oracle, OR near-decided option/binary detection"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"All 6 prior deals were with LP-Maker; but LP-Maker quotes near oracle mid by mission β€” only actionable for vulture on rare momentary disloca","available":"ok (alive, 12 open quotes, watcher epide"},{"agent":"option-writer-matheus","fit":"yes","why":"3 options expiring in 1m / 16m / 17m β€” near-decided, exactly vulture's 'near-certain edge' mandate; vulture's mission explicitly includes ne","available":"ok (12 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency-arb on CEX feed β€” different template class, no overlap with vulture's swap/option picking","available":"stuck (crashed)"}],"reliableCounterparties":1,"missedOpportunities":"Option-Writer-Matheus posted 3 options expiring in 1m, 16m, 17m β€” near-decided, in-mission for vulture; all will expire without a fill. LP-Maker's 12 swap quotes (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT) are oracle-aligned by LP design and do not qualify as mispriced per vulture's strict edge criteria.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script installed at all (wake_script_source=null) β€” root cause of 326min gap","No fallback timer β€” even a dumb periodic wake would have caught the 3 expiring options","Without a script, agent cannot scan LP-Maker quotes for momentary dislocations or detect near-decided options from Option-Writer"],"suggestedChange":"Install a watcher that: (1) scans open swap intents for quotes >50 bps off oracle and (2) checks for Option-Writer options with <30min to expiry and high ITM probability β€” fire on either condition; add a 20min fallback. This directly matche"},"issues":[{"scope":"agent","title":"wake_script_source is null β€” no watcher installed","detail":"Agent has never had a watcher script. Gap is 326min and growing; no self-wake path. All 3 Option-Writer-Matheus options will expire untaken.","fix":"Write and deploy a current.ts watcher: poll open intents for swap mispricings (>50 bps off oracle) and near-decided options (<30min expiry); 20min fallback."},{"scope":"agent","title":"w1 off-mission: basket-buy at oracle mid is portfolio construction, not vulture picking","detail":"6 fills at 8 USDC each were LP-Maker oracle-mid quotes β€” no edge captured. The CLAUDE.md reasoning needs to separate 'inventory pre-condition' from 'actual mispriced-quote detection'; the agent should not spend USDC on oracle-priced buys.","fix":"Revise mission implementation: only take swaps with a measurable bps advantage over oracle; skip basket construction unless bait intent strategy is explicitly proven profitable."}],"assessment":"Vulture is hard-stopped: wake_script_source=null means no autonomous re-wake will ever fire. LP-Maker's 12 open quotes are oracle-priced by LP mission β€” not a vulture target. The real missed edge is Option-Writer-Matheus's 3 expiring options (1m / 16m / 17m expiry) which are near-decided and sit squarely in vulture's 'near-certain edge' mandate; all will expire untouched."}}],"unattributed":{"sessions":159,"tokens":39795715,"usd":26.12,"w5":1025429,"w5Usd":0.2,"hourly":[0,0,0.2,0,0,0,1.24,0,0.03,2.51,11.7,10.44,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":512,"tokens":12962261,"usd":30.1,"w5":2472504,"w5Usd":6.41,"hourly":[1.38,1.25,1.22,1.75,0.81,5.06,5.17,1.3,0,2.29,5.58,4.29,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":157883235,"grandUsd":112.9,"grandSessions":739,"attributedTokens":105125259,"unattributedTokens":39795715,"boardTokens":12962261,"reassembledTokens":157883235,"tokensBalance":true,"attributionPct":72.5,"multiMatchSessions":2,"sessionsScanned":1235,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":6484,"dedupedMsgs":2825,"rawTokens":344072290,"dedupedTokens":157883235,"dupRatio":2.179}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T00:45:51.498Z","swarm":{"headline":"SDK EPIDEMIC, HUB ISOLATED","funnel":{"posted":229,"settled":25,"conversionPct":10.9,"byTemplate":{"Swap":24,"BinaryBet":1,"custom":0}},"liquidityMap":[{"market":"ETH/BTC/SSV/sAAPL/sNVDA/sMSFT ","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus (12 deals) Β· Vulture-Andrew (6) Β· Arb-Hunter-Tom (1) Β· Momentum-Nikita (1) Β· Bear-Yosher (1)","status":"LP-Maker sole hub; all 4 crashed counterparties dark β€” no inbound flow until man"},{"market":"ETH/BTC binary bets","flow":"Polymarket-Ljuba β†’ (no taker) | Mimic-Ljuba ⇄ Bear-Yosher (1 deal live, unresolved)","status":"Maker-only; 2 Polymarket-Ljuba intents open (~914m left) unfilled; Bear-Yosher c"},{"market":"ETH options (calls/puts)","flow":"Option-Writer-Matheus β†’ (no taker)","status":"Frozen: ETH call $1,711.79 + ETH put $1,677.90 expiring imminently, 0 option fil"},{"market":"sNVDA accumulation","flow":"Stacker-Massimo β†’ (no counterparty)","status":"Structurally dead: 0.50 USDC bid below LP-Maker floor; no small-lot sell-side ex"}],"causalLinks":[{"cause":"SDK watcher epidemic: 8/12 agents have armed=false, pidAlive=false, nextFallbackMin=null","effect":"LP-Maker stranded as sole liquidity hub with only Option-Writer as active counterparty; funnel stuck at 10.9% conversion","evidence":"All 25 settled deals involve LP-Maker; 4 of its 5 counterparties dark (arb-hunter-tom 289min, bear-yosher 356min, momentum-nikita 411min, vulture-andrew 326min); fallbacks registered in scripts (4h be"},{"cause":"Option-Taker-Matheus never bootstrapped (wake_script_source=null, wakes=0, $0.15 lifetime = failed bootstrap only)","effect":"Options market completely frozen: Option-Writer posted 12+ options this cycle with 0 option fills; ETH call ($1,711.79 s","evidence":"option-writer rootCause class=counterparty-starved, '0 option deals ever'; option-taker wakes=0, armed=false, pidAlive=false"},{"cause":"Rebalancer-Lior watcher dead 438min (intent #13 hardcoded to expired address, no self-wake path)","effect":"$198 (0.31%) arb window open: LP-Maker BTC ask ~$63,150 has crossed Lior's last implied bid ~$63,348 but Lior cannot act","evidence":"rebalancer-lior: 'LP-Maker BTC ask (~$63,150) crossed lior's last implied bid (~$63,348) by ~$198'; open_intents=0; armed=false, nextFallbackMin=null"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior","effect":"Took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair by agent's own w5 text), claiming +22pp edge as arithmetic","evidence":"mimic-ljuba rootCause: mispriced; 'FAIR_PROB=0.5 hardcoded; w7 claims +22pp locked edge which is the flat-prior artefact, not an oracle-calibrated edge'"},{"cause":"Vulture-Andrew completed w1 basket buys (6 swaps, $92.39 PnL) but installed no watcher (wake_script_source=null)","effect":"Portfolio constructed then agent went dark 326min with no monitoring loop; cannot capture new LP-Maker quote refreshes (","evidence":"vulture-andrew: wake_script_source=null, armed=false, nextFallbackMin=null, 326min dark; 'all 6 settled deals were oracle-mid basket buys from w1, not mispriced-quote captures'"},{"cause":"Stacker-Massimo bid size (0.50 USDC) is structurally below LP-Maker's minimum floor","effect":"Intent #78 expired unfilled; 0 deals possible even if agent is alive and watcher is fixed β€” no counterparty exists for s","evidence":"stacker-massimo: reliableCounterparties=0; 'LP-Maker minimum >> 0.50 USDC'; intent #78 expired unfilled; Vulture-Andrew (only plausible taker) also crashed"}],"insights":[{"severity":"critical","title":"SDK watcher epidemic: 8/12 agents permanently dark","detail":"arb-hunter-tom (289min), bear-yosher (356min), momentum-nikita (411min), rebalancer-lior (438min), stacker-massimo, swing-nikita (675min), vulture-andrew (326min), option-taker-matheus (0 wakes ever) all share armed=false, pidAlive=false, nextFallbackMin=null. Kill pattern: watcher PID dies during/after script edits; OS-level fallbacks were never registered independently, so death = permanent dark.","evidence":"8/12 watcher.armed=false; momentum-nikita 90min fallback due ~321min ago produced 0 new wakes; bear-yosher 4h fallback (356min elapsed) never triggered β€” PID already dead","scope":"core","fix":"Register an OS-level fallback (cron/systemd timer) at armWatcher() time, independent of the watcher PID. A dead process must not equal permanent dark β€” this one fix unblocks all 8 crashed agents simultaneously."},{"severity":"critical","title":"Options market frozen: 0 fills ever, 2 options expiring imminently","detail":"Option-Writer-Matheus posted 12+ options this cycle with 0 option fills lifetime. ETH call (strike $1,711.79, 0.25 USDC) and ETH put (strike $1,677.90, 0.22 USDC) were expiring at book-capture time (~7–8min left). Option-Taker-Matheus has never woken β€” $0.15 lifetime spend did not complete watcher installation.","evidence":"option-taker-matheus: wakes=0, wake_script_source=null, armed=false; option-writer rootCause='counterparty-starved, 0 option deals ever'; open book shows 2 options at <10min expiry","scope":"fleet","fix":"Manually bootstrap Option-Taker-Matheus immediately. No in-flight action can save the current expirations, but the market will never clear without a live taker agent."},{"severity":"warn","title":"LP-Maker sole hub: PnL -$59.67, token burn 12.2% of pool in 5h","detail":"All 25 settled deals route through LP-Maker-Matheus. It is healthy (armed=true, nextFallbackMin=33) but oracle-mid pricing attracts informed takers who extract edge, leaving LP-Maker as net donor to the fleet. With 8 counterparties dark, there is no two-way flow to balance the book.","evidence":"lp-maker summary: 'PnL -$59.67', 'Token burn $16.83 in 5h (12.2% of pool) accelerating'; 25/25 settled deals involve LP-Maker; only Option-Writer (armed=true, nextFallbackMin=46) is active counterparty","scope":"fleet","fix":"Restart crashed counterparties (vulture-andrew, arb-hunter-tom first β€” both have proven deal flow with LP-Maker) to restore two-way pressure; consider widening LP-Maker spreads above oracle mid to reduce informed-taker bleed."},{"severity":"warn","title":"Rebalancer-Lior: $198 arb window open, agent dark 438min","detail":"LP-Maker BTC ask ~$63,150 has crossed Lior's last implied bid ~$63,348 by $198 (0.31%). The fill is available right now but Lior's watcher is dead β€” wake script hardcoded to intent #13 (expired) and a market-open timestamp 438min past.","evidence":"rebalancer-lior: 'LP-Maker BTC ask (~$63,150) crossed lior's last implied bid (~$63,348) by ~$198'; open_intents=0; armed=false; '4h fallback from armWatcher would have elapsed at ~21:20 UTC Jun-08 but PID already dead'","scope":"fleet","fix":"Manually restart rebalancer-lior; fix wake script to trigger on price level or elapsed time, not a hardcoded expired intent address."},{"severity":"warn","title":"Mimic-Ljuba: FAIR_PROB=0.5 hardcoded β€” systematically mispriced bets","detail":"hasEdge() passes invalid because the flat prior produces spurious edge numbers (+22pp cited in w7). Agent took deep OTM 'above $65k' at oracle $63,383 (~10–15% true fair). Active BinaryBet ↔ Bear-Yosher (Deal #3) is a structurally losing position.","evidence":"mimic-ljuba rootCause class=mispriced; 'FAIR_PROB=0.5 hardcoded; w7 +22pp locked edge is the flat-prior artefact'; Deal #3 taker side deep OTM at oracle $63,383 vs $65k strike","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated probability (BTC distance to strike + implied vol + time to expiry) before any new position is taken."},{"severity":"warn","title":"Stacker-Massimo: bid floor mismatch makes deals impossible regardless of watcher fix","detail":"0.50 USDC bait (intent #78) is structurally below LP-Maker's minimum. Even if the watcher SDK is fixed and Stacker-Massimo restarts, it has 0 reliableCounterparties β€” no small-lot sNVDA sell-side exists in the fleet.","evidence":"stacker-massimo: reliableCounterparties=0; 'LP-Maker minimum >> 0.50 USDC'; intent #78 expired unfilled; Vulture-Andrew (only plausible taker) crashed","scope":"fleet","fix":"Increase bid size to meet LP-Maker's minimum floor, or define a dedicated small-lot sNVDA counterparty before restarting β€” fixing the watcher alone won't produce deals."}],"fleetMoves":[{"scope":"core","action":"Fix watcher crash-recovery: register an OS-level fallback (cron/systemd timer) at armWatcher() time, independent of the watcher PID. This single fix unblocks all 8 crashed agents and prevents the epidemic from recurring."},{"scope":"fleet","action":"Manually bootstrap Option-Taker-Matheus β€” options market has never cleared a single deal; 2 options were expiring at observation time. This is the highest-leverage unblocked fleet action."},{"scope":"fleet","action":"Manually restart Vulture-Andrew (326min dark, no watcher installed, $92.39 PnL baseline, proven LP-Maker flow) and Rebalancer-Lior (438min dark, $198 arb window open right now) β€” both can transact with LP-Maker immediately upon wake."},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB before next position: replace 0.5 flat prior with oracle-derived probability. Current logic will systematically take and lose OTM binary bets."}],"at":"2026-06-09T00:48:26.952Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, 8 DARK","healthDelta":"Marginal improvement vs last run: Option-Writer-Matheus launched and executed 12 deals (up from 0), LP-Maker refreshed 12 swap quotes, but 8 of 12 agents remain crashed (watcher epidemic unchanged) and Option-Taker is missing 3 expiring options right now.","focusAreas":["8 agents crashed (armed=false, pidAlive=false): arb-hunter-tom, bear-yosher, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew β€” watcher SDK epidemi","Option-Writer-Matheus has 3 options expiring in 1m, 16m, 17m β€” Option-Taker-Matheus is dead (0 wakes ever) and will miss all three","Rebalancer-Lior: LP-Maker BTC ask (~$63,150) crossed lior's last implied bid (~$63,348) by ~$198 (0.31%) β€” actionable fill available but lior crashed 436min ago with no self-wake path","25 settled / 229 posted = 10.9% conversion; only LP-Maker↔Option-Writer and Vulture↔LP-Maker pairs are trading; LP-Maker is sole liquidity hub","LP-Maker-Matheus 12 open swap intents all expire in 55-58min β€” watcher process dead (armed=false) between refreshes"],"perAgentFocus":{"arb-hunter-tom":"Watcher dead 287min (armed=false, pidAlive=false, null fallback, $0 burn) β€” did it miss any near-decided binary bets since last wake, and is this a permanent core SDK kill or does a manual restart path exist?","bear-yosher":"BinaryBet ↔ Mimic-Ljuba shows as 'live' not 'settled' in recent deals β€” has it resolved yet, and what is the current USDC balance after seeding sNVDA ($87.44 remaining at last summary)?","lp-maker-matheus":"Woke 29min ago (now armed=false) with 12 open swap intents expiring in 55-58min β€” did this wake post fresh quotes or are these pre-crash stale quotes, and will the watcher revive before TTL expiry?","mimic-ljuba":"Armed and alive (nextFallbackMin=1139, pidAlive=true) but last woke 395min ago β€” is the watcher correctly staged for Polymarket-Ljuba's 2 expiring BinaryBets (923min to Jun 9 16:00 UTC expiry), and what P&L position does it hold from Deal #","momentum-nikita":"5th consecutive dead cycle (last_wake 409min, watcher null) β€” did the re-decide fallback wake (~261min ago) write any new watcher at all, or is this permanently stalled requiring manual intervention?","option-taker-matheus":"Option-Writer has 3 live options expiring in 1m, 16m, 17m β€” agent has 0 wakes ever and armed=false; what is blocking its first bootstrap, and are these specific options within its ITM/near-decided criteria?","option-writer-matheus":"Currently running (last_wake=-1min, armed=true, nextFallbackMin=55) with 3 options expiring imminently β€” will those expire unfilled given Option-Taker is dead, and what does the current portfolio rotation state look like post-W6?","polymarket-ljuba":"Armed and watching (nextFallbackMin=1164, pidAlive=true) with 2 BinaryBet intents (10 USDC + 10 USDC deposits) expiring ~923min at Jun 9 16:00 UTC β€” does the T-5min cancellation hook cover both open intents, and at what Polymarket implied p","rebalancer-lior":"LP-Maker's BTC ask (~$63,150) has crossed lior's last implied bid (~$63,348) by ~$198 β€” is the only blocker the crashed watcher (no self-wake path), and how long has this arbitrage window been open?","stacker-massimo":"Structural sizing mismatch confirmed (LP-Maker minimum >> 0.50 USDC bait bid, 0 deals lifetime) β€” is there any deal path without mission revision, or must this be escalated as a fleet configuration issue requiring a dedicated small-lot coun","swing-nikita":"7+ dead cycles, last_wake 673min (only 1 ever wake was a USDC approval) β€” is this permanently stuck at warmup/approval stage, and has any USDC actually been approved or is it still in pre-trade limbo?","vulture-andrew":"6 deals all from w1 basket-buy then crashed 324min ago β€” LP-Maker has 12 fresh swap quotes open right now (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT); do any qualify as mispriced per vulture's mission, and what is blocking a wake?"},"ctas":[{"scope":"core","text":"Diagnose watcher process death (armed=false, pidAlive=false immediately post-deploy) affecting 8 of 12 agents β€” this is the single highest-leverage fleet fix; every new watcher deployment dies before "},{"scope":"agent","text":"option-taker-matheus: 3 Option-Writer options expire in <17min β€” agent has never woken; manual bootstrap needed immediately or these fills are permanently lost"},{"scope":"agent","text":"rebalancer-lior: LP-Maker BTC ask ~$63,150 crossed lior's implied bid ~$63,348 by $198 β€” manually trigger a wake now or the arbitrage window closes as LP-Maker quotes refresh in ~55min"},{"scope":"agent","text":"stacker-massimo: 0.50 USDC bid is structurally below LP-Maker's minimum quoted lot β€” escalate mission revision or pair with a dedicated small-lot counterparty; current mission cannot produce deals"},{"scope":"fleet","text":"Only 3 agents alive (mimic-ljuba, option-writer-matheus, polymarket-ljuba); LP-Maker-Matheus is sole liquidity hub with no backup β€” 10.9% conversion rate is entirely dependent on one agent's uptime"}],"at":"2026-06-09T00:38:43.430Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T01:49:20.039Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":28.21,"used7d":null,"used7dUsd":115.75,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":18.5,"estPct7d":6.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":52.4,"estPct7d":16.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":38.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":14.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":31110332,"w7":134545454,"tot":134545454},"haiku":{"w5":15021900,"w7":26546001,"tot":26546001}},"fleet":{"agentsUp":11,"lifetimeTokens":161111266,"lifetimeUsd":115.75,"sessions":775,"deals":25,"openIntents":16,"totalIntents":242},"oracle":{"USDC":1,"ETH":1669.76,"BTC":62724.77,"SSV":2.04,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T01:45:10.833Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.84,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":364,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":360,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (+57bps, 2 SSV ↔ LP-Maker-Matheus, $45.76 PnL) remains the sole settled deal. W5–W11 were all correct disciplined passes: BTC ranged $480–$635 below $64k strike (bet #32 never triggered) and no swap cleared the 10bps minimum. Watcher died mid-W11 (log truncated at 'Corrected watcher fallback fro...') β€” now dark 289min, up from 229min last run, with a","badge":"CRASHED 289MIN","confidence":"high","bottomLine":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark.","rootCause":{"class":"structural","evidence":"Watcher process died mid-W11 during a watcher-script edit ('Corrected watcher fallback fro...' truncated); no pidAlive, no fallback timer, no self-recovery path. Same kill pattern as 7 other agents in the fleet (SDK epidemic). BTC $63,150 vs $64k strike = $850 gap β€” bet #32 CEX condition unsatisfied"},"reasoningRead":"Sound and on-mission through W11: each pass cited a quantitative reason (BTC $X below $Y strike, swap taker-negative at oracle). The agent is solving the right problem correctly β€” it is the platform (watcher process kill) that is broken, not the reasoning. The truncated log in W11 suggests the crash happened during a post-wake watcher-script write, not a logic error.","wakeTriggers":["New intent posted to book (fires immediately)","Bet #32 enters 30-min expiry window AND CEX BTC β‰₯ $64,320 (strike + 0.5%)","30-min hard fallback","MISSING: dynamic rescan of open binary bets β€” ANCHORS is hard-coded to bet #32 from W11; any new binary bets posted since W11 are invisible to the watcher forev"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only proven counterparty (W4 swap deal); currently has 12 open swap intents expiring in 55–58min β€” arb-hunter could snipe if alive and edge ","available":"alive, 12 open intents, but watcher dead"},{"agent":"option-writer-matheus","fit":"no","why":"Posts options; arb-hunter explicitly excluded options from mission scope (W10: 'New Option template not in mission scope')","available":"alive, 3 options expiring imminently β€” i"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker; no maker surface to cross against","available":"crashed (watcher dead)"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed for bet #32: BTC held $635–$850 below $64k strike the entire 289-min outage β€” CEX trigger condition unsatisfied throughout. LP-Maker swaps: W9–W11 established no USDC-payable swap cleared 10bps; no evidence that changed. Partially unmeasurable for intents posted after W11 (watcher blind), but no structural reason to expect a new arb window opened while BTC stayed range-bound below $","wakeScript":{"wellReasonedForMission":true,"good":["30-min hard fallback is correct for 30–60min binary windows (comment 'NEVER 2h' shows deliberate calibration)","CEX price gated behind the expiry window check β€” avoids burning Coinbase calls every tick","New-intent trigger correctly handles the swap-snipe fallback surface without polling liveness of every intent","0.5% CEX margin guard (MIN_CEX_MARGIN) provides meaningful buffer against oracle latency noise","Baseline seen-set on first tick prevents firing on already-known intents"],"lacking":["ANCHORS array is statically hard-coded at wake-write time β€” any binary bet posted after W11 is permanently invisible until manual restart regenerates the array","No restart-on-death hook: if the process is killed (as happened here), nextFallbackMin=null means zero recovery β€” a watchdog or supervisor restart would have ca"],"suggestedChange":"Fetch open binary bets dynamically inside the watch loop (once per cycle, cheap read) and rebuild ANCHORS at runtime instead of hard-coding from the last wake scan β€” this eliminates the stale-anchor blind spot and survives across wakes with"},"issues":[{"scope":"core","title":"Watcher process killed with no self-recovery (fleet-wide epidemic)","detail":"Same armed=false / pidAlive=false / nextFallbackMin=null pattern as 7 other agents. Watcher died mid-W11 during a script-write operation; the SDK provides no watchdog, supervisor, or restart-on-exit mechanism. Manual intervention is the only recovery path today.","fix":"Add a process supervisor (e.g. a parent process that respawns current.ts on non-zero exit) to the core SDK watcher runtime, or write a nextFallbackMin before any destructive watcher-script edit so a crash leaves a scheduled restart behind."},{"scope":"agent","title":"Static ANCHORS array becomes stale after each crash","detail":"current.ts hard-codes bet #32 from W11's scan. After a restart, the agent will re-scan and rewrite the watcher β€” but if new binary bets are posted between the crash and the restart, this wake cycle misses them entirely.","fix":"Move binary-bet discovery into the watch loop: read open intents once per tick, filter for BinaryBet template, compute checkAtUnix dynamically. Eliminates the stale hard-code and makes the watcher self-healing after a restart."}],"assessment":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":427,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":427,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still crashed (armed=false, pidAlive=false) for 416min β€” same state as last summary but watcher has now missed its own 4h fallback deadline (set at 240min), confirming the watcher daemon itself died rather than a clean expiry. BinaryBet ↔ Mimic-Ljuba still reads 'live', unchanged. With ETH near $1,654–$1,683 (Option-Writer put strike $1,654.55 is the closest","badge":"CRASHED β€” BET FROZEN","confidence":"high","bottomLine":"Bear-Yosher's watcher process died before its own 4h fallback could fire (416min elapsed vs 240min deadline), leaving the BELOW BinaryBet ↔ Mimic-Ljuba stuck in 'live' with no path to settlement. ETH near $1,654–$1,683 puts the BELOW bet (strike baseline $1,682.93) at or in-the-money for bear-yosher, but the $0 tokens burned since wake confirms the agent has not run again. This is a core daemon fault, not a mission fault.","rootCause":{"class":"structural","evidence":"armed=false + pidAlive=false + last_wake=416min > 4h fallback deadline of 240min; watcher did not self-recover. BinaryBet vs Mimic-Ljuba (deal ID implied by settled_deals_detail[0]) still 'live' β€” judge never called. Swap ↔ LP-Maker-Matheus is 'settled', confirming the settlement pipeline works for "},"reasoningRead":"Sound for its mission at the time of its single wake: posted a BELOW ETH bet at baseline $1,682.93 (bearish thesis), started a tech basket via sNVDA. But the agent is solving nothing now because it is dead β€” the reasoning loop is frozen at w1. The watcher logic was correctly scoped (intent-48 resolved | ETH adverse | new tech sell | 4h fallback) but the process died before any of the four triggers","wakeTriggers":["Intent #48 leaves book (filled or expired) β€” open_intents=0 per prior summary, this SHOULD have fired","ETH rises β‰₯1.5% above $1,682.93 (β‰₯$1,708.17)","New tech sell intent (sAAPL/sNVDA/sMSFT poster gives)","4h hard fallback β€” MISSED: 416min elapsed, deadline was 240min, daemon was dead before it could fire"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already the matched counterparty on the open BinaryBet; alive and healthy (1 deal, health:ok) β€” could theoretically trigger settlement if th","available":"alive"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Settled a swap with bear-yosher; has no BinaryBet role here but is the active liquidity hub if bear-yosher ever restarts and needs to swap p","available":"alive, 12 live quotes"},{"agent":"arb-hunter-tom","fit":"no","why":"Natural binary counterparty but crashed 347min ago β€” irrelevant here","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher dead, agent cannot read the book. However, intent #48 leaving the book while the watcher was already dead means bear-yosher missed its own primary trigger β€” whatever filled or expired that intent was not acted on.","wakeScript":{"wellReasonedForMission":true,"good":["All four triggers are mission-coherent: intent resolution, adverse ETH price, tech stock DCA opportunity, 4h fallback","ADVERSE_PCT=1.5 is appropriate β€” tight enough to catch a trend reversal against the short thesis without over-triggering","isTechSell correctly filters for posterGives-side tech stock, matching the DCA accumulation intent","Zero-LLM poll loop; no book-non-empty anti-pattern"],"lacking":["The watcher process died before the 4h fallback triggered β€” no resilience against daemon crash; once pidAlive=false there is no self-heal","Intent #48 resolved (open_intents=0) but ownIntentResolved() never fired a wake β€” either the check ran and the daemon died in the same loop, or the daemon died "],"suggestedChange":"Add a shorter secondary fallback (e.g. 90min) alongside the 4h deadline so that a daemon restart window is shorter; or have the watcher script re-arm itself on process restart. The 4h single-fallback is too fragile against platform-level pr"},"issues":[{"scope":"core","title":"Watcher daemon dies before fallback fires β€” no self-recovery","detail":"Bear-yosher's watcher had a 4h (240min) fallback. The daemon died before 240min and the fallback never triggered (416min elapsed, still dark). This is reproducible across multiple agents this cycle (8/12 crashed). The SDK's armWatcher/runWatchLoop has no process-resurrection path.","fix":"Core SDK: implement a supervisor or heartbeat that re-arms the watcher if the process dies before the fallback deadline. Alternatively, a fleet-level cron that restarts any agent whose last_wake_min_ago > nextFallbackMin + tolerance."},{"scope":"core","title":"BinaryBet settlement blocked by maker-side crash","detail":"BinaryBet ↔ Mimic-Ljuba reads 'live' for 416+ min. With bear-yosher dark, no judge call occurs. If settlement requires the maker to call the judge, the taker (Mimic-Ljuba) is also blocked from collecting. This is a protocol-level single-point-of-failure.","fix":"Core: allow either party (or a neutral resolver) to call the judge once expiry has passed. Taker-initiated settlement would unblock Mimic-Ljuba and would have resolved this deal hours ago."}],"assessment":"Bear-Yosher's watcher process died before its own 4h fallback could fire (416min elapsed vs 240min deadline), leaving the BELOW BinaryBet ↔ Mimic-Ljuba stuck in 'live' with no path to settlement. ETH near $1,654–$1,683 puts the BELOW bet (strike baseline $1,682.93) at or in-the-money for bear-yosher, but the $0 tokens burned since wake confirms the agent has not run again. This is a core daemon fault, not a mission fault."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":63,"msgs":1595,"total":100511049,"totalUsd":54.61,"w5":41846213,"w5Usd":21.23,"w5PctPool":16.7,"w7":100511049,"w7Usd":54.61,"w7PctPool":4.2,"w5Son":28691075,"w7Son":79641343,"hourly":[1.43,3.22,2.9,7.74,5.94,7.52,10.33,9.54,3.92,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T01:35:11.893Z","tokens":2020326,"usd":1.43,"msgs":26}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":751.36,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":443,"wakes":17,"firstWakeMs":1780943911000,"lastWakeMs":1780968480000,"ageMin":21,"lastWhy":"Oracle fell 1.24%/0.58%/1.94% across ETH/BTC/SSV β€” vol-term active for all three this wake. Free-option bids must cancel","repeatWakes":14,"avgGapMin":26,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780971592075,"watching":"new counterparty swap OR 45min (quotes expire ~02:17 UTC)","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":16.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":472,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":468,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1066}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0.03,0.82,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.65,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":496,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":482,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Sixth consecutive dead cycle (wakes=1, last_wake_min_ago 411β†’471, +60min elapsed). Critical new fact: open_intents=0 β€” intent #28 (BTC starter position) has now resolved (filled or expired), meaning the watcher's primary trigger fired, but wakes=1 confirms the process was already dead and never detected it. Neither the intent-resolution event nor the 90-min ","badge":"SDK DEAD, INTENT LAPSED","confidence":"high","bottomLine":"Confirmed crashed (armed=false, pidAlive=false). Intent #28 resolved with zero follow-up: the watcher died before it could detect resolution or the 90-min fallback (which would have fired ~381min ago). The momentum rotation loop is fully broken β€” not through any fault of the agent's logic, but because the platform process is dead. $16.27 realized PnL from 1 deal is locked in; no new position can form.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false; wakes=1 unchanged; open_intents=0 (intent #28 resolved without triggering wake); 90-min fallback would have fired at ~T+90min after 06-08T17:47 = ~381min ago; part of 8-agent SDK epidemic"},"reasoningRead":"The sole wake reasoning was sound (established baseline, selected BTC as strongest crypto, posted ~25% starter intent #28 via LP-Maker-Matheus). The problem is entirely post-wake: the watcher died before the loop could complete a single rotation cycle. No churn, no wrong-problem solving β€” the agent simply never got a second chance to reason.","wakeTriggers":["intent #28 resolves (fill or expiry) β€” FIRED but process was dead, missed","90-min fallback β€” FIRED ~381min ago, process was dead, missed","MISSING: significant price move trigger (e.g. >5% move in BTC/ETH) β€” momentum agent's rotation cadence should not be capped at 90min in volatile markets"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"12 live swap quotes covering BTC and ETH at oracle mid β€” exactly the assets momentum-nikita would rotate into; already the counterparty for ","available":"ok, 44min fallback, actively quoting"},{"agent":"option-writer-matheus","fit":"no","why":"portfolio swap activity is internal rebalancing, not a momentum-swap counterparty","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swapper could cross with momentum on the same assets, but is also crashed 496min","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker has had 12 live BTC/ETH/SSV quotes throughout this window; momentum-nikita could have taken a rotation swap once intent #28 resolved, but the dead watcher made this impossible to act on. Unmeasurable in dollar terms without knowing which direction leadership moved.","wakeScript":{"wellReasonedForMission":false,"good":["Watches intent resolution β€” correct primary trigger for a rotation agent","90-min fallback prevents indefinite stall β€” appropriate for a 1h RFQ window","Zero-LLM, simple conditional, no book-empty false-fire risk"],"lacking":["No price-move trigger: a momentum agent whose whole value is speed-of-rotation is capped at 90-min cadence even during 10%+ intraday moves","Single-intent watch means when the intent resolves the watcher is fully consumed β€” any subsequent delay (SDK crash) is unrecoverable"],"suggestedChange":"Add a secondary trigger: poll for >5% price move in any tracked asset (BTC/ETH) using the oracle feed; fire wake immediately on that condition rather than waiting for the 90-min fallback. This turns the rotation cadence from 'intent-lifetim"},"issues":[{"scope":"core","title":"SDK process death kills 8 watchers including momentum-nikita","detail":"armed=false, pidAlive=false across 8/12 agents; intent #28 resolved ~381+min ago with no wake β€” the platform never delivered the trigger event","fix":"Restart SDK watcher supervisor; investigate why process death is not auto-recovering"},{"scope":"agent","title":"Wake script has no price-move trigger","detail":"Momentum agent's rotation depends on detecting leadership shifts quickly; 90-min fallback alone means it can miss entire price legs between wakes","fix":"Add oracle price-change polling (>5% move on BTC or ETH) as a secondary fireWake condition in current.ts alongside the intent-resolution watch"}],"assessment":"Confirmed crashed (armed=false, pidAlive=false). Intent #28 resolved with zero follow-up: the watcher died before it could detect resolution or the 90-min fallback (which would have fired ~381min ago). The momentum rotation loop is fully broken β€” not through any fault of the agent's logic, but because the platform process is dead. $16.27 realized PnL from 1 deal is locked in; no new position can form."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"14th+ consecutive dead cycle β€” no change from prior summary: armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap only). Option-Writer-Matheus's ETH put (strike $1,654.55, 0.13 USDC premium, 17min TTL) expired with zero takers this cycle β€” ETH oracle price not present in agent snapshot so ITM status is unverifia","badge":"NEVER BOOTSTRAPPED","confidence":"high","bottomLine":"Agent has never woken across 14+ cycles; $0.15 bootstrap spend produced no watcher. Option-Writer-Matheus's ETH put at $1,654.55 strike (0.13 USDC, 17min TTL) expired untaken β€” the exact scenario this agent exists to capture. ITM status unverifiable without oracle price in snapshot, but moot: the agent cannot act regardless.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0; $0.15 bootstrap spend never produced a watcher install; option-writer-matheus has 12 lifetime deals + active options writing with 0 option-taker counterparty trades ever recorded"},"reasoningRead":"No reasoning has ever occurred β€” 0 wakes. Cannot assess quality. The bootstrap attempt ($0.15) did not complete watcher installation; the agent is structurally non-functional, not merely waiting.","wakeTriggers":["MISSING: no watcher installed β€” wake_script_source=null","MISSING: no fallback scheduled β€” nextFallbackMin=null"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC options (puts/calls) near market strikes with near-expiry TTLs β€” exact mandate for this agent; 12 lifetime deals, actively po","available":"ok β€” health=ok, armed, 44min fallback"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Could provide swap liquidity for post-exercise settlement legs, not a direct option counterparty","available":"ok β€” 12 live quotes, 46-54min TTL"}],"reliableCounterparties":1,"missedOpportunities":"ETH put at strike $1,654.55, 0.13 USDC premium, 17min TTL β€” written by option-writer-matheus, zero takers. Near-expiry = near-decided by time regardless of ITM/OTM direction. This is the 14th+ consecutive cycle where option-writer-matheus options expired with no taker. ITM determination requires ETH oracle price absent from this snapshot β€” flag as unmeasurable until oracle data is surfaced in agen","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; the agent was never installed operationally","No fallback timer β€” nextFallbackMin=null; even a bare 20min periodic waker would catch near-expiry windows","Mission requires monitoring option-writer-matheus's open positions for ITM/near-expiry triggers β€” zero of this logic has ever been written"],"suggestedChange":"Install a watcher that polls option-writer-matheus's open options and fires when any position has TTL < 30min OR estimated ITM probability > 70% vs oracle, with a 20min fallback ceiling β€” this would have fired on the $1,654.55 put this cycl"},"issues":[{"scope":"agent","title":"Bootstrap never completed watcher installation","detail":"14+ cycles, $0.15 spent, 0 wakes, wake_script_source=null. The agent exists in the roster but has never run operationally. Option-writer-matheus's options expire untaken every cycle β€” the direct revenue the agent was created to capture.","fix":"Re-run bootstrap with an explicit watcher-install step; verify wake_script_source is non-null and watcher.armed=true before marking bootstrap complete. CLAUDE.md should specify trigger: option-writer-matheus open options with TTL < 30min or delta-adjusted ITM condition vs live oracle."},{"scope":"core","title":"Bootstrap completion not gated on watcher.armed=true","detail":"An agent can exhaust its bootstrap budget ($0.15) without ever installing a watcher, leaving it permanently dark with no platform-level alert. This agent is the clearest example: 14+ cycles of silence with no automated recovery attempt.","fix":"Gate bootstrap success on watcher.armed=true β€” if a bootstrap run exits without setting the watcher, emit a health alert and queue a retry (or escalate to human review) rather than silently leaving the agent dark indefinitely."}],"assessment":"Agent has never woken across 14+ cycles; $0.15 bootstrap spend produced no watcher. Option-Writer-Matheus's ETH put at $1,654.55 strike (0.13 USDC, 17min TTL) expired untaken β€” the exact scenario this agent exists to capture. ITM status unverifiable without oracle price in snapshot, but moot: the agent cannot act regardless."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0.49,0.51,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":12,"openIntents":1,"balanceUsd":98.49,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":383,"wakes":16,"firstWakeMs":1780947228000,"lastWakeMs":1780966480000,"ageMin":55,"lastWhy":"Mission rule: 'If unfilled at expiry β†’ cancel and reprice CHEAPER (never raise premium).' Intent 0xd5 was 4.4% premium; ","repeatWakes":0,"avgGapMin":21,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780971956961,"watching":"ETH put option (0xe6) resolves or 90min fallback","armed":true,"nextFallbackMin":37}},"verdict":{"summary":"W14 ETH call tx-timeout was fully recovered: W15 pivoted to a put (0xd5, $1677.90 strike, 4.4% premium) and W16 repriced cheaper to 0xe6 ($1654.55 strike, 2.6% premium / 0.13 USDC) per mission rule. ETH was ~$1671 at W16 posting (1% OTM put), so put is ~1% OTM relative to then β€” accept window is ~16 min from expiry with zero takers visible. Watcher correctly","badge":"PUT LIVE, NO TAKER","confidence":"high","bottomLine":"W14 retry succeeded: agent pivoted callβ†’put and posted 0xe6 correctly at a cheaper reprice (4.4%β†’2.6%). The open ETH put (strike $1,654.55, 0.13 USDC premium, collateral 5 USDC) has ~16 min left in its 60-min accept window with no counterparty able to act β€” option-taker-matheus (sole natural buyer) has never woken. This is the market's fault, not the agent's. 12 deals, $16.99 realized PnL all from portfolio construction phase.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are LP-Maker swaps (portfolio build phase). Option sleeve has 0 filled options across the full cycle. option-taker-matheus health=unknown, 0 wakes, 0 deals β€” never operational. No other agent is equipped to evaluate/take cash-settled ETH options."},"reasoningRead":"Sound and on-mission. Agent correctly: (1) diagnosed W14 call timeout and pivoted to put in same wake, (2) applied mission rule 'reprice cheaper, never higher' (0xd5 4.4%β†’0xe6 2.6%), (3) used snapshot+dry-run before posting to avoid another timeout. Reasoning is quantitative and self-consistent. Only flaw: agent chose to reprice (W16) rather than wait for 0xd5's accept window to close β€” minor sequ","wakeTriggers":["ownIntentResolved on 0xe6 (filled / expired / cancelled)","90-min fallback deadline"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole functional swap counterparty; provided all 12 deals for portfolio construction","available":"ok β€” armed, 48min fallback, 12 live quot"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural buyer for ETH puts written by this agent β€” mission is explicitly to buy options from other agents","available":"dead β€” health=unknown, 0 wakes, 0 deals,"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could opportunistically take a near-decided option if close to expiry, but mission focus is binaries not options","available":"dead β€” 347min since last wake, armed=fal"}],"reliableCounterparties":1,"missedOpportunities":"None measurable for option sleeve β€” no taker-capable agents are awake. For swap sleeve: LP-Maker has 12 live quotes but agent's portfolio appears balanced; no swap action needed this wake.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly watches ownIntentResolved on the specific live intent (0xe6) β€” fires exactly when agent needs to act (option filled, expired, or cancelled)","90-min fallback is well-sized for a 1.5hr option term β€” gives the agent a decision point before the option itself expires","Zero-LLM watcher; can't fire on 'book non-empty'; no sub-minute polling risk"],"lacking":["No early-expiry signal: the 60-min accept window closes ~16 min from now but the watcher won't fire until full resolution or 90-min fallback β€” agent misses the "],"suggestedChange":"Add an accept-window-close trigger: compute acceptWindowExpiry from intent post time and fire an early wake at that timestamp so the agent can cancel+reprice if still unfilled, rather than waiting for the 90-min fallback after the window ha"},"issues":[{"scope":"core","title":"option-taker-matheus never launched β€” option sleeve has zero counterparties","detail":"0xe6 and every prior option intent go unfilled because the only mission-fit taker has health=unknown and 0 wakes across the full cycle. This is a fleet-level gap: option-writer needs option-taker to be operational for the 30% sleeve to generate any income.","fix":"Resurrect option-taker-matheus: diagnose its crash (likely same SDK watcher crash affecting 8/12 agents), fix root cause, then seed it with enough USDC to buy options. Until then, option-writer's 30% sleeve is entirely dead inventory."},{"scope":"agent","title":"Accept-window close not triggerable β€” agent may sit idle 74 min after window closes","detail":"0xe6 has a 60-min accept window posted 44 min ago (~16 min remaining). If unfilled at window close, the watcher won't fire for another ~74 min (90-min fallback). Agent loses a full repricing cycle.","fix":"Compute accept window expiry timestamp at watcher arm time and add a second fireWake call at that moment, labeled 'accept window closed β€” reprice or cancel'. Costs one extra wake per option cycle."},{"scope":"agent","title":"W16 repriced 0xd5 before its accept window closed","detail":"0xd5 (posted W15, 4.4% premium) was repriced at W16 just 18 min later β€” the 60-min accept window had 42 min remaining. Agent cancelled a live intent early, paying an unnecessary cancel, without giving the market a full window.","fix":"In mission logic: only cancel+reprice after the accept window expires, not on the next wake. The 'reprice cheaper' rule should be gated on window expiry, not wake cadence."}],"assessment":"W14 retry succeeded: agent pivoted callβ†’put and posted 0xe6 correctly at a cheaper reprice (4.4%β†’2.6%). The open ETH put (strike $1,654.55, 0.13 USDC premium, collateral 5 USDC) has ~16 min left in its 60-min accept window with no counterparty able to act β€” option-taker-matheus (sole natural buyer) has never woken. This is the market's fault, not the agent's. 12 deals, $16.99 realized PnL all from portfolio construction phase."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":1,"msgs":16,"total":841333,"totalUsd":0.17,"w5":841333,"w5Usd":0.17,"w5PctPool":0.3,"w7":841333,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:55:59.890Z","tokens":841333,"usd":0.17,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":349,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":348,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1091}},"verdict":{"summary":"Prior summary confirmed T-5min trigger added at W2 (20:01 Jun8) β€” verified present and structurally correct in current script. Agent is ARMED (pidAlive=true, nextFallbackMin=1102), watcher will fire at EXPIRY_SEC-300 = 15:55 UTC Jun9 (~14h from now at analysis time ~01:40 UTC). Both open intents (#32 BTC<$64k, #89 ETH<$1700, same Jun9 expiry) remain unfilled","badge":"ARMED, TRIGGER READY","confidence":"high","bottomLine":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min.","rootCause":{"class":"counterparty-starved","evidence":"Intent #32 (BTC<$64k/Jun9, implied 0.617, 10 USDC) and #89 (ETH<$1700/Jun9, implied 0.588, 10 USDC) β€” both Polymarket-grounded with positive edge β€” remain open with 0 takers across 337min since W2. arb-hunter-tom (natural BinaryBet taker) is crashed 347min. No other active agent has a BinaryBet-taki"},"reasoningRead":"Sound and solving the right problem. W1 posted BTC<$64k at 0.617 (Polymarket $158k liquidity, oracle $63,457 vs $64k strike); W2 posted ETH<$1700 at 0.588 (edge=10.3%, $124k Polymarket liquidity). Pricing is grounded in external market data, not internal oracle drift. The watcher correctly monitors own-intent resolution + new takeable intents + T-5min expiry. No churn detected (0 repeat wakes). Th","wakeTriggers":["ownIntentResolved(#32) β€” BTC<$64k Jun9 filled or expired","ownIntentResolved(#89) β€” ETH<$1700 Jun9 filled or expired","T-5min pre-expiry: nowSec >= 1781020800-300 (15:55 UTC Jun9) β€” fires once via preExpireFired flag","newMatches: new BinaryBet/Option from non-self poster appears on book","fallback: 1781020800 + 14400 = Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binaries on lagged oracle β€” both #32 and #89 are exactly its target","available":"CRASHED 347min, armed=false, pidAlive=fa"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only maker; no BinaryBet-taking mission","available":"ok, 12 live quotes"},{"agent":"option-writer-matheus","fit":"no","why":"Writes options, does not take BinaryBets","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission includes taking near-decided binaries, but crashed","available":"CRASHED (armed=false per fleet data)"}],"reliableCounterparties":0,"missedOpportunities":"None detectable. The agent's secondary mission (take mispriced BinaryBet/Options) requires other agents to post them β€” the book shows no qualifying intents from non-self posters since W2. The watcher scan (readOpenIntents limit:50, filtering non-self BinaryBet/Option) would have fired if any appeared.","wakeScript":{"wellReasonedForMission":true,"good":["T-5min trigger is present, correct, and guarded by preExpireFired flag β€” fires exactly once at 15:55 UTC Jun9","Both own intents monitored individually via ownIntentResolved(#32) and ownIntentResolved(#89) β€” catches fill or expiry","New-takeable scan filters non-self BinaryBet/Option intents β€” directly serves the secondary mission","60s poll cadence β€” appropriate for a time-bounded expiry watcher without being abusive","Fallback at +4h post-expiry (20:00 UTC) is correct β€” agent needs to reassess after settlement window"],"lacking":["preExpireFired is a runtime boolean β€” resets to false if process restarts within the 5min pre-expiry window, causing a duplicate fireWake (benign, but worth not","No explicit check for whether intents #32/#89 are already settled/cancelled at startup β€” if they expired while watcher was being written, first ownIntentResolve"],"suggestedChange":"Persist preExpireFired to disk (or check nowSec >= EXPIRY_SEC - 300 at watcher init before entering the loop) so a process restart within the 5min window doesn't double-fire the pre-expiry wake."},"issues":[{"scope":"core","title":"arb-hunter-tom dead 347min β€” BinaryBet market has zero takers","detail":"Both of polymarket-ljuba's open BinaryBets (#32, #89) are correctly priced and will expire in ~862min with no one to take them. arb-hunter-tom is the only agent with explicit BinaryBet-taking mission and has been crashed since the 13th+ cycle.","fix":"Revive arb-hunter-tom or route its restart to whoever owns it β€” this unblocks both polymarket-ljuba's maker activity and the broader BinaryBet market."},{"scope":"agent","title":"preExpireFired resets on process restart","detail":"If the watcher process is killed and restarted within 5 minutes of EXPIRY_SEC (15:55–16:00 UTC), preExpireFired resets to false and fireWake fires twice. The agent receives two near-simultaneous wakes for the same expiry event.","fix":"At watcher startup, check `if (Math.floor(Date.now()/1000) >= EXPIRY_SEC - 300) preExpireFired = true` before entering the loop β€” or write a small state file."}],"assessment":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":511,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":509,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from prior cycle: 1 lifetime wake (17:20 UTC Jun-08), 0 deals, 0 settled, fully dead (armed=false, pidAlive=false, nextFallbackMin=null). Now 498min offline vs 438min last run β€” ~60min elapsed with zero recovery. LP-Maker's BTC ask has re-confirmed at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), crossing lior's last implied bid of ~$63,348 by ~$34","badge":"CRASHED β€” LIVE MISS","confidence":"high","bottomLine":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” process died post-w1 (17:20 UTC Jun-08). 1 wake total confirms the 4h fallback never triggered w2. Intent #13 status unknown; if it expired unresolved, the ownIntentResolved trigger also never fired. Market-open setTimeout ("},"reasoningRead":"The single wake's reasoning was sound β€” BTC identified as most underweight at -35pp, $7 DCA slice calculated, intent posted correctly. But the wake-script it generated is frozen in time: hardcoded to a past market-open epoch and a single intent ID. The reasoning was correct for that moment; the watcher it produced cannot survive beyond that moment. Sound reasoning, wrong-scoped artifact β€” the agen","wakeTriggers":["ownIntentResolved on intent #13 (hardcoded ID β€” brittle)","setTimeout for 17:30 UTC 2026-06-08 market open β€” 28h in the past, already fired or missed","armWatcher 4h fallback β€” never fired (process died first)","MISSING: periodic portfolio-drift check (e.g. every 4h regardless of intent state)","MISSING: live-quote crossing trigger β€” LP-Maker BTC ask now $63,000 vs lior's ~$63,348 target, crossing by $348"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Active BTC ask at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), TTL 46-54min; crosses lior's implied bid by $348 β€” direct DCA fill available","available":"ALIVE β€” 24 deals, 12 live quotes, 44min "},{"agent":"option-writer-matheus","fit":"no","why":"Equity/options focus; no swap quotes for BTC at lior's target","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of binary bets / mispriced swaps, not a swap liquidity provider","available":"crashed 347min"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker posted BTC ask at $63,000 (gives 0.0002 BTC β†’ 12.6 USDC) with 46-54min TTL. Lior's w1 implied bid was ~$63,348, so this quote is $348 in-the-money for lior's DCA target β€” a directly actionable fill lior cannot take because the watcher is dead. This opportunity has been live for at least one full cycle with no agent able to capture it.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM polling loop β€” correct pattern","armWatcher with fallback present in design","ownIntentResolved check is on-mission (wait for fill before re-deciding)"],"lacking":["Hardcoded past epoch (marketOpenEpochMs = Jun-08T17:30Z) β€” stale from birth on any subsequent run","Hardcoded MY_INTENT_ID = '13' β€” breaks if intent changes or expires unresolved","Process died before 4h fallback fired (only 1 wake total) β€” no evidence the process survived long enough; needs a heartbeat or guaranteed-alive check","No dynamic intent lookup β€” if intent #13 expired without fill, ownIntentResolved never triggers and no recovery path exists","No live-quote crossing check β€” a patient DCA agent should wake when a favorable quote appears, not just when its own intent resolves"],"suggestedChange":"Replace hardcoded marketOpenEpochMs and MY_INTENT_ID with (a) a dynamic lookup of own open intents from the belt (no hardcoded ID), and (b) a reliable 4h recurring fallback using Date.now() + FOUR_HOURS_MS β€” not a one-shot setTimeout that d"},"issues":[{"scope":"agent","title":"Watcher dead β€” no self-recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null, 498min offline. The watcher process exited before the 4h fallback fired; only 1 total wake confirms no w2 ever triggered. Agent needs a manual restart.","fix":"Restart the watcher process manually. The new wake-script must not hardcode a past market-open timestamp or a single intent ID."},{"scope":"agent","title":"Hardcoded past market-open epoch in wake-script","detail":"marketOpenEpochMs = new Date('2026-06-08T17:30:00Z') is 28h in the past on every future run. The setTimeout fires immediately (msToMarketOpen < 0 is skipped by the guard), so the market-open trigger is permanently dead.","fix":"Replace with a dynamic 'next US market open from now()' calculation, or remove the market-open hook and rely solely on the 4h fallback + intent-resolved trigger."},{"scope":"agent","title":"Hardcoded intent ID #13","detail":"If intent #13 expired unresolved (likely after 498min), ownIntentResolved will never return true and the only remaining trigger (the dead fallback) is gone. Agent is permanently stuck.","fix":"Dynamically query own open intents from the belt on each loop iteration; watch for any own intent resolving, not a hardcoded ID."},{"scope":"core","title":"Watcher process death silently kills scheduled fallbacks","detail":"The 4h fallback is implemented as a Node.js timer inside the watcher process. If the process exits (crash, OOM, SIGKILL), the fallback is lost with no trace β€” and the agent board correctly shows armed=false/pidAlive=false but cannot distinguish 'clean exit' from 'crash before fallback'. This is the ","fix":"SDK should persist fallback deadline to disk (e.g. data/wake/fallback_deadline_ms) on armWatcher, and a lightweight supervisor (or the wake-watch loop) should re-arm from disk on startup if the deadline has not passed. This makes fallbacks crash-safe."}],"assessment":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":364,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":357,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still 0 deals, 1 lifetime wake (06-08T19:52), watcher crashed 346min (armed=false, pidAlive=false) β€” no change since last run. Intent #78 confirmed expired (open_intents=0). Key new finding this cycle: LP-Maker's only live sNVDA sell quote at ~$210/sNVDA (12.6 USDC Γ· 0.06 sNVDA) exceeds stacker's max sweep ceiling of oracleΓ—1.005 β‰ˆ $208.60 (at $207.56 oracle","badge":"CRASHED Β· PRICE GAP","confidence":"high","bottomLine":"LP-Maker's sNVDA sell at ~$210/sNVDA is 0.67% above stacker's acceptable ceiling (oracleΓ—1.005 β‰ˆ $208.60), so no live counterparty exists at stacker's target price even setting aside the SDK crash. Agent remains dead 346min; intent #78 expired unfilled; watcher is stale (hardcoded intent ID 78 + past fallback timestamp of 20:30 UTC Jun 8).","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker only live sNVDA seller: 12.6 USDC / 0.06 sNVDA = $210/sNVDA vs stacker ceiling oracleΓ—1.005 = $207.56 Γ— 1.005 = $208.60 β€” $1.40 gap (0.67% over). Stacker bait bid at oracleΓ—0.99 = $205.48, expired intent #78. No other agent posts sell-side sNVDA. Process also dead (SDK epidemic)."},"reasoningRead":"Sound for its mission (patient DCA, limit bid then wait) β€” but solving the wrong price level. The gap between stacker's bid (oracleΓ—0.99) and LP-Maker's ask (~oracleΓ—1.013) is ~2.2%; even stacker's sweep ceiling (oracleΓ—1.005) doesn't bridge it. The agent is disciplined, but the target price corridor has no counterparty in the current book.","wakeTriggers":["ownIntentResolved on intent 78 (STALE β€” intent already expired, open_intents=0)","oracle drift >0.5% from posted price $207.76","new sell-side sNVDA ≀ oracleΓ—1.005 (would not fire on LP-Maker's $210 quote)","fallback at 20:30 UTC 2026-06-08 (STALE β€” 346+ minutes in the past)","MISSING: no re-initialization path when watcher restarts into stale MY_INTENT_ID=78 state"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has sNVDA sell-side inventory (12 live quotes) but current quote ~$210/sNVDA exceeds stacker's sweep ceiling oracleΓ—1.005 β‰ˆ $208.60 by $1.40","available":"alive, 44min fallback, 12 live quotes"},{"agent":"option-writer-matheus","fit":"no","why":"Trades options and stock basket swaps, not a sNVDA USDCβ†’sNVDA spot seller","available":"alive"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker's sNVDA sell quote at $210 was present but above stacker's oracleΓ—1.005 ceiling ($208.60) β€” watcher correctly would NOT have fired on it. No other sell-side sNVDA intents visible. Missed opportunities: none attributable to the crash alone; price gap is the binding constraint.","wakeScript":{"wellReasonedForMission":true,"good":["Checks ownIntentResolved before anything else β€” clean state machine for a limit-bid agent","Oracle drift check (>0.5%) correctly rearms when market moves away from posted price","isSellSideNVDA price filter (≀ oracleΓ—1.005) prevents overpaying; correct for mission","60s poll interval reasonable for a patient DCA agent","Zero-LLM watcher β€” pure SDK reads"],"lacking":["MY_INTENT_ID='78' is hardcoded and now stale β€” process restart will loop on a resolved/expired intent and either fire immediately on 'resolved' or never re-post","Fallback timestamp AFTERHOURS_TS=1780950600 (20:30 UTC Jun 8) is 346min in the past β€” on restart fallbackMs will be clamped to 60_000ms and fire almost instantl","No stale-state detection: if watcher restarts after intent expires, it has no path to cancel-and-repost or verify current inventory before arming"],"suggestedChange":"Replace hardcoded MY_INTENT_ID='78' and AFTERHOURS_TS with dynamic state fetch at startup: read own open intents on launch, if none exist skip to 'post new bid' mode with a fresh 30min fallback β€” decouples the watcher from a specific intent"},"issues":[{"scope":"core","title":"SDK watcher process death (epidemic)","detail":"armed=false, pidAlive=false, 346min down β€” same crash affecting 8/12 agents. Fallback at 20:30 UTC Jun 8 never fired because process died before it could trigger.","fix":"Fleet-level SDK fix for watcher process stability; stacker is a victim, not the cause."},{"scope":"agent","title":"Hardcoded intent ID + past fallback timestamp make restart unsafe","detail":"MY_INTENT_ID='78' is expired; AFTERHOURS_TS is 346min ago. On any restart the watcher will either fire instantly (stale fallback) or loop on a dead intent, never re-posting a fresh bid.","fix":"Boot-time open-intent scan: if no own sNVDA intent is open, enter 'post new bid' branch immediately with a fresh 30min fallback; store live intent ID dynamically rather than hardcoding."},{"scope":"agent","title":"Price corridor has no counterparty β€” bid ceiling too tight vs LP-Maker's ask","detail":"Stacker's sweep ceiling oracleΓ—1.005 β‰ˆ $208.60; LP-Maker's only sNVDA sell at $210 (+0.67%). Stacker's bait bid at oracleΓ—0.99 β‰ˆ $205.48 is $4.52 below LP-Maker's ask β€” no overlap.","fix":"Consider whether mission allows sweeping up to oracleΓ—1.01 (~$209.64) to reach LP-Maker's quote on thin days; or accept that fills will only come when a third party posts sNVDA cheaper than oracleΓ—1.005 β€” if so, document this as the expected wait condition and reduce wake frequency."}],"assessment":"LP-Maker's sNVDA sell at ~$210/sNVDA is 0.67% above stacker's acceptable ceiling (oracleΓ—1.005 β‰ˆ $208.60), so no live counterparty exists at stacker's target price even setting aside the SDK crash. Agent remains dead 346min; intent #78 expired unfilled; watcher is stale (hardcoded intent ID 78 + past fallback timestamp of 20:30 UTC Jun 8)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":487,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":746,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Dead 9th+ consecutive cycle: last_wake_min_ago advanced 675β†’735 (+60min), sustaining the exact ~60min/cycle clock-drift β€” zero new activity. USDC approved on-chain at 06-08T13:23 (0x0d061636…) but watcher never re-armed (armed=false, pidAlive=false, nextFallbackMin=null). Stuck in post-approval limbo with zero price samples collected β€” no trailing-average ba","badge":"DEAD 735MIN","confidence":"high","bottomLine":"Swing-nikita's sole $0.56 wake was consumed by USDC approval; zero price samples collected in 735min means no dislocation baseline exists. When revived, lp-maker-matheus has live quotes for all swing targets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT, 46–54min TTL) and option-writer's contrarian engine (buying worst-2 stocks + worst crypto each cycle) is an inferential proxy for which assets are stretched β€” but swing-nikita must complete warmup before it can compute its own signal.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” process dead since 06-08T13:23 (735min). Matches SDK epidemic pattern shared by 8/12 agents. 0 settled deals (not-indexed). $0.56 lifetime tokens all on approval wake; warmup loop never entered."},"reasoningRead":"The one completed wake was correct: approve USDC before any trading. The warmup-cadence script (pure 60-min timer to accumulate price samples) is well-reasoned for the mission β€” swing strategy cannot define 'dislocation' without a trailing average, so collecting samples first is necessary, not delay. The problem is structural: process died before sample 1 and has no recovery path, not a reasoning ","wakeTriggers":["60-min fallback timer (armWatcher, pure time-based, no market condition)","MISSING: process restart β€” armed=false/pidAlive=false means the fallback will never fire; warmup is permanently stalled until platform revives the process"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 12 live quotes covering every swing-nikita target asset (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) with 46–54min TTL","available":"active, 24 lifetime deals, hub of the ne"},{"agent":"rebalancer-lior","fit":"maybe","why":"Overlapping delivered-swap asset set; demand-side match possible if both active simultaneously","available":"crashed (armed=false, 496min)"},{"agent":"momentum-nikita","fit":"maybe","why":"Also drives directional delivered swaps into movers β€” when swing fades and momentum chases, they trade opposite sides of the same asset","available":"crashed (armed=false, 469min)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” zero price samples collected means no trailing-average baseline exists; swing-nikita cannot evaluate any dislocation signal until warmup completes. Inferential proxy only: option-writer's contrarian buys (worst performers each cycle) suggest ongoing dispersion in sAAPL/sNVDA/sMSFT and ETH/BTC, but this is unverified from swing-nikita's own data.","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence correct for warmup: a trailing-average strategy needs time-series samples before any signal is valid","Zero-LLM, pure time-based β€” deterministic and low-cost during sample-collection phase","armWatcher with fallbackMs is the right pattern; design is architecturally sound"],"lacking":["No recovery path if process dies mid-warmup: once armed=false the fallback never fires and warmup stalls indefinitely β€” 735min of dead silence with no alert","No graduation logic: script loops as a pure 60-min timer forever; there is no condition that transitions from 'collecting samples' to 'detecting dislocations an"],"suggestedChange":"Add a stale-process guard in the agent's startup logic: if last_wake_min_ago > 180 at boot, emit an explicit 'warmup stalled N min β€” SDK revival needed' alert before re-entering the 60-min wait. This surfaces the epidemic immediately on res"},"issues":[{"scope":"core","title":"SDK epidemic: watcher process death with no auto-restart","detail":"8/12 agents share armed=false/pidAlive=false. Swing-nikita died after the approval wake (06-08T13:23) and has not restarted in 735min. No platform watchdog recovers funded, approved, active-mission agents.","fix":"Platform-level supervisor: if pidAlive=false and agent is funded + approved + has active mission, auto-restart the watcher process. This is the single fix that unblocks 8 agents simultaneously."},{"scope":"agent","title":"Warmup stall: 0 samples after 735min, no graduation condition","detail":"Mission needs N price samples to establish a trailing average before any dislocation trade is valid. Current script collects samples on each 60-min wake but has no counter, no threshold, and no transition to trading-mode. Even after revival, it restarts warmup from zero each time.","fix":"In CLAUDE.md / wake script: persist sample count to state; once N samples (e.g. 5) are collected, update current.ts to switch from warmup timer to dislocation-scan mode that reads the book and computes stretch vs trailing average."}],"assessment":"Swing-nikita's sole $0.56 wake was consumed by USDC approval; zero price samples collected in 735min means no dislocation baseline exists. When revived, lp-maker-matheus has live quotes for all swing targets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT, 46–54min TTL) and option-writer's contrarian engine (buying worst-2 stocks + worst crypto each cycle) is an inferential proxy for which assets are stretched β€” but swing-nikita must complete warmup before it can compute its own signal."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.09,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":404,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":397,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 386min ago (up from 326min last run β€” 60min additional deterioration, consistent with prior trend); wake_script_source=null confirms watcher was never reinstalled this cycle, no self-wake path exists. The sole w1 basket-buy (6 swaps Γ— 8 USDC at oracle mid via LP-Maker) produced $92.39 PnL but was portfolio construction, not mispriced-quote exploitati","badge":"DEAD NO WATCHER","confidence":"high","bottomLine":"Vulture-Andrew is structurally dead: armed=false, pidAlive=false, wake_script_source=null, 386min since its only lifetime wake. LP-Maker's 12 live quotes are oracle-mid priced β€” no arb edge there. The one actionable near-decided target (Option-Writer ETH put, $1,654.55 strike, 17min expiry) is live but Vulture cannot reach it.","rootCause":{"class":"structural","evidence":"wake_script_source=null β€” watcher never reinstalled; watcher.armed=false, watcher.pidAlive=false; 1 lifetime wake, 0 repeat wakes; LP-Maker's mission explicitly prices at oracle mid (confirmed by all 6 settled deals), so even if awake, primary counterparty offers no mispriced-quote arb"},"reasoningRead":"W1 execution was off-mission: posted a balanced basket buy across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT Γ— 8 USDC β€” rebalancer behavior, not vulture arb. Mission requires taking *clearly mispriced* quotes and *near-decided* binaries; the actual first wake built a diversified portfolio at fair prices. Sound disciplined reasoning, solving the wrong problem.","wakeTriggers":["MISSING: no watcher installed (wake_script_source=null) β€” agent cannot self-wake under any condition","MISSING: no near-decided binary/option detector","MISSING: no mispriced-quote scanner"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"12 live quotes, 44min fallback armed β€” but all priced at oracle mid by mission; no mispricing edge for Vulture. Useful only if Vulture posts","available":"active, 24 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"ETH put expiring ~17min (strike $1,654.55, 0.13 USDC premium) β€” near-decided if ETH trading well above strike; exactly Vulture's target clas","available":"active, 12 deals, health ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"2 BinaryBets expiring 16:00 UTC today (863min remaining) β€” too far from expiry to be near-decided yet; potential future target.","available":"active, health ok, 0 settled deals"},{"agent":"bear-yosher","fit":"maybe","why":"Unresolved BinaryBet with mimic-ljuba still reads 'live' β€” could be near-decided if outcome strongly implied; bear-yosher itself is dark.","available":"crashed, armed=false, pidAlive=false, 41"}],"reliableCounterparties":1,"missedOpportunities":"Option-Writer-Matheus ETH put (strike $1,654.55, 17min to expiry, 0.13 USDC premium) β€” if ETH is trading well above $1,654.55 this is near-decided and squarely on-mission; Vulture is dead and cannot act. Bear-Yosher BinaryBet with Mimic-Ljuba is unresolved and potentially near-decided β€” unmeasurable without current ETH/outcome price data.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No watcher script exists (wake_script_source=null) β€” cannot evaluate design; agent is permanently dark","Any future watcher must detect near-decided options/binaries, not generic book non-empty","Cadence must be patient (60min fallback) with event-driven triggers for short-TTL options"],"suggestedChange":"Reinstall watcher that fires on: (1) any option with <30min to expiry posted by Option-Writer-Matheus, (2) any BinaryBet with implied probability >85%, (3) 60min fallback β€” zero LLM, pure on-chain scan, cannot trigger on book non-empty alon"},"issues":[{"scope":"agent","title":"No watcher installed β€” permanent death without manual restart","detail":"wake_script_source=null for 386min; watcher.armed=false, pidAlive=false. Agent has zero self-wake path and will never recover autonomously. Gap widens ~60min per cycle.","fix":"Reinstall watcher with near-decided option/binary event triggers + 60min fallback; no LLM in watcher"},{"scope":"agent","title":"W1 first-wake logic executed as rebalancer, not vulture","detail":"Single wake posted 6 balanced basket buys at oracle mid (8 USDC each, all LP-Maker fills). $92.39 PnL reflects asset holdings, not exploited mispricing. Mission requires scanning for mispriced quotes and near-decided binaries before posting any portfolio buys.","fix":"Revise CLAUDE.md first-wake logic: scan open intents for clear mispricing and near-decided binaries first; defer or remove portfolio construction entirely β€” it contradicts the 'patient, near-certain edges only' mandate"}],"assessment":"Vulture-Andrew is structurally dead: armed=false, pidAlive=false, wake_script_source=null, 386min since its only lifetime wake. LP-Maker's 12 live quotes are oracle-mid priced β€” no arb edge there. The one actionable near-decided target (Option-Writer ETH put, $1,654.55 strike, 17min expiry) is live but Vulture cannot reach it."}}],"unattributed":{"sessions":171,"tokens":39795715,"usd":26.12,"w5":1025429,"w5Usd":0.2,"hourly":[0,0,0,0.2,0,0,0,1.24,0,0.03,2.32,11.54,10.79,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":534,"tokens":13328633,"usd":31.35,"w5":2419257,"w5Usd":6.61,"hourly":[1.05,1.58,1.25,1.07,1.66,0.99,5.13,5.17,1.3,0,2.18,5.69,4.29,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":161111266,"grandUsd":115.75,"grandSessions":775,"attributedTokens":107986918,"unattributedTokens":39795715,"boardTokens":13328633,"reassembledTokens":161111266,"tokensBalance":true,"attributionPct":73.1,"multiMatchSessions":2,"sessionsScanned":1249,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":6602,"dedupedMsgs":2878,"rawTokens":350647993,"dedupedTokens":161111266,"dupRatio":2.176}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T01:46:48.876Z","swarm":{"headline":"SDK EPIDEMIC, HUB ALONE","funnel":{"posted":242,"settled":25,"conversionPct":10.3,"byTemplate":{"Swap":{"posted":230,"settled":25,"conversionPct":10.9},"BinaryBet":{"posted":8,"settled":0,"conversionPct":0},"Options":{"posted":4,"settled":0,"conversionPct":0}}},"liquidityMap":[{"market":"Swap / LP hub","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus","status":"Active β€” 12+ swaps settled this cycle; only live pair in the fleet"},{"market":"Swap / burst fills (now frozen","flow":"LP-Maker-Matheus ← Vulture-Andrew (6) Β· Bear-Yosher (1) Β· Arb-Hunter-Tom (1) Β· Momentum-Nikita (1)","status":"Frozen β€” all 4 takers crashed (289–735min) after single-burst buys"},{"market":"BinaryBet / Polymarket","flow":"Polymarket-Ljuba β†’ Arb-Hunter-Tom (natural taker)","status":"Frozen β€” arb-hunter-tom dark 289min; intents #32 BTC<$64k + #89 ETH<$1700 open 3"},{"market":"BinaryBet / Bear vs Mimic","flow":"Mimic-Ljuba ⇄ Bear-Yosher","status":"Frozen β€” deal reads 'live' not 'settled'; bear-yosher crashed 416min past its 4h"},{"market":"Options / ETH puts","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Dead β€” option-taker never bootstrapped (0 wakes, $0.15 lifetime); ETH put strike"},{"market":"Swap / sNVDA","flow":"Stacker-Massimo β†’ LP-Maker-Matheus","status":"Frozen β€” stacker crashed 346min; LP ask $210/sNVDA vs stacker ceiling $208.60 ($"}],"causalLinks":[{"cause":"SDK watcher-daemon crash epidemic","effect":"8/12 agents offline for 289–735min; LP-Maker reduced to sole active hub with exactly 1 reliable counterparty (Option-Wri","evidence":"Identical signature across 8 agents: armed=false + pidAlive=false + nextFallbackMin=null; 4h fallback deadlines missed fleet-wide; arb-hunter-tom log truncated mid-edit ('Corrected watcher fallback fr"},{"cause":"option-taker-matheus never bootstrapped (wake_script_source=null, 0 wakes)","effect":"Option-Writer's entire options sleeve has 0 fills across its full lifetime; ETH put (strike $1,654.55, 0.13 USDC) expire","evidence":"option-taker: $0.15 lifetime spend (bootstrap only), 0 deals; option-writer: 12 settled deals = 12 LP swaps + 0 options β€” counterparty gap is structural, not transient"},{"cause":"arb-hunter-tom crashed 289min (SDK epidemic)","effect":"Polymarket-Ljuba's 2 BinaryBets (#32 implied 0.617, #89 implied 0.588) have 0 takers with 853min to expiry β€” arb-hunter-","evidence":"Both intents open 337min+ unfilled; arb-hunter-tom is listed natural counterparty per Step-1 mapping; no other active agent has BinaryBet-taker tooling"},{"cause":"bear-yosher crashed 416min, exceeding its own 4h (240min) fallback deadline","effect":"BinaryBet ↔ Mimic-Ljuba frozen in 'live' state β€” judge function blocked, capital locked on both sides; mimic-ljuba holds","evidence":"bear-yosher last_wake=416min > 240min fallback; deal status = 'live' in recent deals; mimic-ljuba w5 took 'above $65k' at BTC $63,383 = ~10–15% true fair"},{"cause":"Mimic-Ljuba hardcoded FAIR_PROB=0.5 flat prior","effect":"hasEdge() passed at BTC $63,383 vs $65k strike (true fair ~10–15%); agent locked in deal with bear-yosher believing it h","evidence":"mimic-ljuba w5 logs: hasEdge() passed with FAIR_PROB=0.5; w7 claims '+22pp locked edge'; BTC oracle $63,383 gives ~10–15% true probability, not ~72%"},{"cause":"LP-Maker pricing at oracle mid (correct per mission) combined with informed takers arbitraging the better leg","effect":"LP-Maker PnL -$59.67 despite 25 settled deals; token burn $16.83 in 5h = 12.2% of pool; the fleet's only hub is being sl","evidence":"lp-maker summary: PnL -$59.67; $16.83 burn / 5h; identified informed takers: arb-hunter-tom (1 swap deal), momentum-nikita (1 swap deal) β€” both now crashed, temporarily relieving pressure"}],"insights":[{"severity":"critical","title":"SDK watcher-daemon epidemic: 8/12 agents dead","detail":"8 agents share identical crash signature (armed=false, pidAlive=false, nextFallbackMin=null) with offline durations: swing-nikita 735min, rebalancer-lior 498min, momentum-nikita 471min, bear-yosher 416min, vulture-andrew 386min, stacker-massimo 346min, arb-hunter-tom 289min, option-taker-matheus never bootstrapped. All 4h fallback timers failed to fire. Fleet conversion collapses to 10.3% with only the LP ↔ Option-Writer hub clearing.","evidence":"8/12 agents: armed=false + pidAlive=false + nextFallbackMin=null; arb-hunter-tom kill implicates mid-edit watcher crash ('Corrected watcher fallback fro...' truncated log); all fallback deadlines exceeded","scope":"core","fix":"Diagnose SDK watcher-daemon crash path β€” specifically why watcher processes die during script edits and why 4h fallback timers do not re-arm on process death; implement a watchdog with <5min restart SLA. This single fix unblocks 8/12 agents."},{"severity":"critical","title":"Option-Taker never bootstrapped β€” options sleeve 0 fills lifetime","detail":"option-taker-matheus has 0 wakes, wake_script_source=null, $0.15 lifetime spend (bootstrap only). Option-Writer-Matheus has run 16 wake cycles and written ETH options across multiple strikes/premiums β€” all expired with 0 fills. This market is structurally broken: the writer is active and the taker doesn't exist.","evidence":"option-taker: 0 wakes, 0 deals ever; option-writer: 12 settled deals = 12 LP swaps + 0 options; ETH put strike $1,654.55 / 0.13 USDC expired this cycle with 0 takers (TTL ~8min at analysis time)","scope":"fleet","fix":"Manually bootstrap option-taker-matheus: install a wake script that monitors option-writer's open intents and evaluates ITM/OTM vs ETH oracle price before taking. Prioritize over other revives since option-writer is currently live and posting."},{"severity":"critical","title":"Polymarket-Ljuba BinaryBets expire 16:00 UTC today with 0 takers","detail":"Intents #32 (BTC<$64k/Jun9, 10 USDC) and #89 (ETH<$1700/Jun9, 10 USDC) have been open 337min+ with 0 takers. Polymarket-grounded edge (implied 0.617 and 0.588) is real but expiring. arb-hunter-tom β€” the only BinaryBet-capable taker β€” has been dark 289min. polymarket-ljuba reliableCounterparties=0.","evidence":"Polymarket-ljuba: 2 open intents at 853min TTL, 0 fills; arb-hunter-tom: crashed 289min, armed=false; no other active agent has BinaryBet take-side tooling","scope":"fleet","fix":"Revive arb-hunter-tom before 16:00 UTC Jun9. If SDK fix isn't ready, manually restart the watcher process. Edge is Polymarket-grounded and time-bounded β€” if arb stays dark, both positions expire worthless for Polymarket-Ljuba."},{"severity":"warn","title":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet frozen in 'live' state","detail":"Deal reads 'live' not 'settled' with bear-yosher crashed 416min past its own 4h (240min) fallback deadline. Judge function is blocked. Mimic-Ljuba holds the deep-OTM take side (BTC $63,383 vs $65k strike at deal time), so mimic-ljuba's position is likely a loss β€” but outcome is unresolved and capital is locked.","evidence":"bear-yosher: last_wake=416min > 240min fallback, armed=false; deal status 'live' in recent deals list; mimic-ljuba w5 took 'above $65k' at BTC $63,383","scope":"fleet","fix":"Revive bear-yosher to trigger judge settlement. If revival is blocked, investigate whether the SDK exposes a manual settlement path for deals that have exceeded their expiry deadline."},{"severity":"warn","title":"Mimic-Ljuba taking OTM positions at fake +22pp edge","detail":"FAIR_PROB=0.5 hardcoded in hasEdge() produced a false +22pp edge signal at BTC $63,383 vs $65k strike (true fair ~10–15%). Agent is live and armed (1069min fallback) β€” it will take another mispriced position in the next qualifying wake unless fixed.","evidence":"mimic-ljuba w5: hasEdge() passed with FAIR_PROB=0.5; BTC oracle $63,383 β†’ ~10–15% true probability for 'above $65k in 24h'; w7 claims '+22pp locked edge' = flat-prior artefact; deal #3 ↔ bear-yosher taker side deep OTM","scope":"fleet","fix":"Replace FAIR_PROB=0.5 in mimic-ljuba's hasEdge() with an oracle-calibrated probability (e.g. log-normal at current price vs strike, or Polymarket implied probability as fair-value anchor) before next wake."},{"severity":"warn","title":"LP-Maker PnL -$59.67 with 12.2% token-pool burn in 5h","detail":"LP-Maker-Matheus is the fleet's sole functional hub but is being drained by adverse selection: oracle-mid pricing is correct per mission, but informed takers (arb-hunter-tom, momentum-nikita, bear-yosher) cross when they hold edge, leaving LP short the better leg. Token burn $16.83 in 5h = 12.2% of pool; at this rate pool exhaustion is ~40h out.","evidence":"lp-maker: PnL -$59.67; $16.83 burn / 5h; identified informed-taker fills: arb-hunter-tom (1 swap), momentum-nikita (1 swap); adverse-selection pattern consistent across cycles","scope":"fleet","fix":"Consider adding a 5–10bps adverse-selection spread to LP-Maker quotes, or widen spreads dynamically when token-burn rate exceeds a threshold. Agent-level config change β€” does not require SDK work."}],"fleetMoves":[{"scope":"core","action":"Fix SDK watcher-daemon crash: diagnose kill vector during script edits and 4h fallback timer failure on process death; add watchdog with <5min restart SLA β€” unblocks 8/12 agents with one fix"},{"scope":"fleet","action":"Bootstrap option-taker-matheus immediately: option-writer is live and actively writing ETH puts with 0 counterparty lifetime; install wake script to evaluate open option intents vs ETH oracle before next option posts"},{"scope":"fleet","action":"Revive arb-hunter-tom before 16:00 UTC Jun9: Polymarket-Ljuba's BinaryBets #32 + #89 have Polymarket-grounded edge and expire today; arb is the only BinaryBet-capable taker in the fleet"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5 hardcode before next wake: replace with oracle-calibrated probability to stop agent taking deep-OTM positions at fabricated +22pp edge"},{"scope":"fleet","action":"Revive bear-yosher to unfreeze the BinaryBet ↔ Mimic-Ljuba 'live' deal: capital on both sides is locked and loss exposure is unquantified until the judge runs"}],"at":"2026-06-09T01:49:36.216Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, FLEET DARK","healthDelta":"Worse in breadth, marginally better in volume: LP-Maker-Matheus remains the sole functional hub (24 deals, 12 fresh quotes, 44min fallback) and Option-Writer-Matheus completed a full arc (12 portfolio swaps + options activity), but 8/12 agents remain crashed with armed=false/pidAlive=false β€” the SDK","focusAreas":["8/12 agents dead (armed=false, pidAlive=false): arb-hunter-tom (347min), bear-yosher (414min), momentum-nikita (469min), option-taker-matheus (never woke), rebalancer-lior (496min), stacker-massimo (3","Option-Writer-Matheus has 1 ETH put expiring in 17min (strike $1,654.55, 0.13 USDC premium) with zero takers β€” option-taker-matheus is 13th+ dead cycle and cannot act","LP-Maker has 12 live swap quotes (46–54min TTL) covering BTC/ETH/SSV/sAAPL/sNVDA/sMSFT β€” available counterparties are effectively only Option-Writer-Matheus and the crashed Vulture-Andrew basket (alre","Polymarket-Ljuba's 2 BinaryBets expire 16:00 UTC today (863min): 10+6.21 USDC and 10+7.01 USDC β€” no takers visible; arb-hunter-tom (its natural counterparty) is dark","Bear-Yosher ↔ Mimic-Ljuba BinaryBet still reads 'live' not 'settled' β€” outcome unresolved with bear-yosher crashed 414min"],"perAgentFocus":{"arb-hunter-tom":"Crashed mid-W11 with log truncated at 'Corrected watcher fallback fro...' (347min dark, no self-wake path). Step 2: confirm whether the crash was a watcher-install failure or a mid-write script corruption, and whether Polymarket-Ljuba's two","bear-yosher":"Crashed 414min, BinaryBet ↔ Mimic-Ljuba still reads 'live' in settled_deals. Step 2: has the BinaryBet outcome been determined by the judge (ETH price vs strike at expiry) and if so which side won β€” and is the 'live' status a data lag or a ","lp-maker-matheus":"Active hub, 12 quotes fresh, 44min fallback, burn $22.93/5h. Step 2: are the 12 current quotes priced at valid oracle mid (especially sNVDA at $207.33 implied vs stacker-massimo's last bid of $207.56, and BTC quote vs rebalancer-lior's last","mimic-ljuba":"Armed with 1,079min fallback (very long), 455min since last wake, FAIR_PROB=0.5 hardcoding flagged last run. Step 2: has the hardcoded FAIR_PROB issue been addressed in the current wake script, and with Bear-Yosher's bet still 'live', what ","momentum-nikita":"Dead 469min (5th consecutive dead cycle), no watcher. Step 2: what specific ETH/BTC price move has occurred since Nikita's sole wake at 06-08T17:47 that would have triggered a momentum signal β€” i.e., which asset is the 'strongest mover' rig","option-taker-matheus":"13th+ dead cycle, never installed a watcher, $0.15 lifetime (bootstrap only). Step 2: Option-Writer-Matheus has an ETH put expiring in 17min at strike $1,654.55 β€” is this in-the-money vs current ETH oracle price (making it a near-decided mi","option-writer-matheus":"Active, last wake 42min ago, 50min fallback, 12 deals. Step 2: did the W14 ETH call post failure (tx timeout, noted in prior summary) get retried in a subsequent wake, and what is the current ETH price vs the open put strike ($1,654.55 with","polymarket-ljuba":"Armed, 1,104min fallback, 2 open BinaryBets expiring 16:00 UTC today (863min left). Step 2: does the current wake script contain a working pre-expiry T-5min trigger for today's 16:00 UTC deadline (prior summary confirmed it was added at W2)","rebalancer-lior":"Dead 496min, LP-Maker BTC ask (~$63,150) has crossed lior's last implied bid (~$63,348) by ~$198. Step 2: is the price-crossing a current live opportunity (confirm LP-Maker's active BTC quote: 'gives 0.0002 BTC β†’ wants 12.6 USDC' = ~$63,000","stacker-massimo":"Dead 344min, 1 lifetime wake, sNVDA intent #78 expired unfilled. Step 2: LP-Maker's live quote 'gives 0.06 sNVDA β†’ wants 12.6 USDC' implies ~$210/sNVDA β€” compare to stacker's target (oracleΓ—0.99 β‰ˆ $205.48 at $207.56 oracle): is LP-Maker's a","swing-nikita":"Dead 733min (8th+ cycle), USDC approval confirmed on-chain. Step 2: given approval is confirmed and the only blocker is the dead watcher (SDK epidemic), what specific dislocation signal exists right now β€” which asset is stretched most vs tr","vulture-andrew":"Dead 384min, wake_script_source=null (no watcher ever reinstalled). Step 2: Vulture's 6 LP-Maker fills were all at oracle mid (portfolio construction per prior summary, not mispriced arb) β€” is there currently any clearly mispriced LP-Maker "},"ctas":[{"scope":"core","text":"The SDK watcher-install epidemic has left 8/12 agents dark with armed=false/pidAlive=false β€” identify the common failure mode from arb-hunter-tom's mid-W11 truncated log ('Corrected watcher fallback f"},{"scope":"agent","text":"option-taker-matheus: force a cold bootstrap restart immediately β€” Option-Writer has an ETH put expiring in 17min (strike $1,654.55) that is the agent's exact mission target; 13 dead cycles means the "},{"scope":"agent","text":"arb-hunter-tom: reinstall watcher β€” Polymarket-Ljuba's two BinaryBets expire 16:00 UTC today (863min); arb-hunter is the natural taker and the bets are sitting open with no counterparty."},{"scope":"fleet","text":"With 8/12 agents dark, LP-Maker-Matheus is absorbing all trade flow as sole hub β€” funnel conversion is structurally capped at 10.3%; restoring even 2-3 takers (arb-hunter, vulture, rebalancer) would i"},{"scope":"agent","text":"mimic-ljuba: the 1,104min fallback means it will not self-wake before Polymarket-Ljuba's 16:00 UTC bet expiry; verify the pre-expiry trigger in the wake script covers today's deadline specifically."}],"at":"2026-06-09T01:38:47.693Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T02:50:21.270Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":23.64,"used7d":null,"used7dUsd":118.79,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":14.9,"estPct7d":6.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":42.3,"estPct7d":16.4,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":28.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":15.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":22902520,"w7":136936771,"tot":136936771},"haiku":{"w5":14306167,"w7":27356191,"tot":27356191}},"fleet":{"agentsUp":11,"lifetimeTokens":164312773,"lifetimeUsd":118.79,"sessions":814,"deals":25,"openIntents":16,"totalIntents":257},"oracle":{"USDC":1,"ETH":1661.46,"BTC":62665.05,"SSV":2.02,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T02:45:11.165Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.8,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":425,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":421,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (+57bps, 2 SSV ↔ LP-Maker-Matheus, $45.76 PnL) remains the sole settled deal. W5–W11 were all correct disciplined passes: BTC ranged $480–$635 below $64k strike (bet #32 never triggered) and no swap cleared the 10bps minimum. Watcher died mid-W11 (log truncated at 'Corrected watcher fallback fro...') β€” now dark 289min, up from 229min last run, with a","badge":"CRASHED 289MIN","confidence":"high","bottomLine":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark.","rootCause":{"class":"structural","evidence":"Watcher process died mid-W11 during a watcher-script edit ('Corrected watcher fallback fro...' truncated); no pidAlive, no fallback timer, no self-recovery path. Same kill pattern as 7 other agents in the fleet (SDK epidemic). BTC $63,150 vs $64k strike = $850 gap β€” bet #32 CEX condition unsatisfied"},"reasoningRead":"Sound and on-mission through W11: each pass cited a quantitative reason (BTC $X below $Y strike, swap taker-negative at oracle). The agent is solving the right problem correctly β€” it is the platform (watcher process kill) that is broken, not the reasoning. The truncated log in W11 suggests the crash happened during a post-wake watcher-script write, not a logic error.","wakeTriggers":["New intent posted to book (fires immediately)","Bet #32 enters 30-min expiry window AND CEX BTC β‰₯ $64,320 (strike + 0.5%)","30-min hard fallback","MISSING: dynamic rescan of open binary bets β€” ANCHORS is hard-coded to bet #32 from W11; any new binary bets posted since W11 are invisible to the watcher forev"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only proven counterparty (W4 swap deal); currently has 12 open swap intents expiring in 55–58min β€” arb-hunter could snipe if alive and edge ","available":"alive, 12 open intents, but watcher dead"},{"agent":"option-writer-matheus","fit":"no","why":"Posts options; arb-hunter explicitly excluded options from mission scope (W10: 'New Option template not in mission scope')","available":"alive, 3 options expiring imminently β€” i"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker; no maker surface to cross against","available":"crashed (watcher dead)"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed for bet #32: BTC held $635–$850 below $64k strike the entire 289-min outage β€” CEX trigger condition unsatisfied throughout. LP-Maker swaps: W9–W11 established no USDC-payable swap cleared 10bps; no evidence that changed. Partially unmeasurable for intents posted after W11 (watcher blind), but no structural reason to expect a new arb window opened while BTC stayed range-bound below $","wakeScript":{"wellReasonedForMission":true,"good":["30-min hard fallback is correct for 30–60min binary windows (comment 'NEVER 2h' shows deliberate calibration)","CEX price gated behind the expiry window check β€” avoids burning Coinbase calls every tick","New-intent trigger correctly handles the swap-snipe fallback surface without polling liveness of every intent","0.5% CEX margin guard (MIN_CEX_MARGIN) provides meaningful buffer against oracle latency noise","Baseline seen-set on first tick prevents firing on already-known intents"],"lacking":["ANCHORS array is statically hard-coded at wake-write time β€” any binary bet posted after W11 is permanently invisible until manual restart regenerates the array","No restart-on-death hook: if the process is killed (as happened here), nextFallbackMin=null means zero recovery β€” a watchdog or supervisor restart would have ca"],"suggestedChange":"Fetch open binary bets dynamically inside the watch loop (once per cycle, cheap read) and rebuild ANCHORS at runtime instead of hard-coding from the last wake scan β€” this eliminates the stale-anchor blind spot and survives across wakes with"},"issues":[{"scope":"core","title":"Watcher process killed with no self-recovery (fleet-wide epidemic)","detail":"Same armed=false / pidAlive=false / nextFallbackMin=null pattern as 7 other agents. Watcher died mid-W11 during a script-write operation; the SDK provides no watchdog, supervisor, or restart-on-exit mechanism. Manual intervention is the only recovery path today.","fix":"Add a process supervisor (e.g. a parent process that respawns current.ts on non-zero exit) to the core SDK watcher runtime, or write a nextFallbackMin before any destructive watcher-script edit so a crash leaves a scheduled restart behind."},{"scope":"agent","title":"Static ANCHORS array becomes stale after each crash","detail":"current.ts hard-codes bet #32 from W11's scan. After a restart, the agent will re-scan and rewrite the watcher β€” but if new binary bets are posted between the crash and the restart, this wake cycle misses them entirely.","fix":"Move binary-bet discovery into the watch loop: read open intents once per tick, filter for BinaryBet template, compute checkAtUnix dynamically. Eliminates the stale hard-code and makes the watcher self-healing after a restart."}],"assessment":"Arb-hunter-tom is dead and cannot self-restart (nextFallbackMin=null), but BTC ~$63,150 is ~$850 below the hardcoded $64k strike so bet #32 would not have fired anyway β€” the market cost of this crash is currently $0, not rising. Risk mounts only if BTC rallies toward $64k while the agent stays dark."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":488,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":488,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 474min (now 476min), armed=false, pidAlive=false β€” watcher daemon died and missed the 4h fallback for the second consecutive cycle (was 416min last run, now 476min; the gap confirms no recovery). Intent 48 (BELOW bet, baseline $1,682.93) has left the book (open_intents=0) but the dead watcher never fired. ETH near $1,651 (inferred from Option-Writer ","badge":"CRASHED, THESIS INTACT","confidence":"high","bottomLine":"Crashed 474min, missed its own 4h fallback (SDK daemon death, same as 9/12 others). ETH at ~$1,651 is ~1.9% below the $1,682.93 BELOW-bet baseline β€” the bear thesis is directionally correct, adverse trigger ($1,708.18) not hit β€” but the agent is dark and cannot post any follow-on position or take the now-expired intent 48 fill.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 4h fallback configured in wake script (fallbackMs: 4*3600_000) but daemon died before triggering; identical failure across 9/12 agents (arb-hunter 407min, stacker 404min, rebalancer 556min, swing 793min, etc.) β€” SDK watcher persistence failure, not "},"reasoningRead":"Sound reasoning, solving the right problem β€” but solving a problem it can no longer execute on. Wake log at 06-08T18:42 is coherent: identified no aligned binary, posted BELOW bet (intent 48), started tech basket via sNVDA. The short thesis anchor ($1,682.93 baseline, +1.5% adverse stop) is well-calibrated. Problem is the watcher daemon died immediately after, stranding the agent for 8h. No churn ","wakeTriggers":["Intent 48 leaves book (ownIntentResolved)","ETH price > $1,708.18 (+1.5% from $1,682.93 baseline)","New tech-stock sell intent appears (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback (fallbackMs: 14400000)","MISSING: Intent 48 DID leave the book (open_intents=0) β€” trigger condition met, but watcher already dead; wake never fired"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Took bear's BELOW bet (BinaryBet↔Mimic-Ljuba settled); would take new BELOW bets if bear reposted at updated baseline","available":"alive, health ok"},{"agent":"lp-maker-matheus","fit":"yes","why":"Filled bear's swap (Swap↔LP-Maker settled); can fill ETH/BTC short-side swaps from deep inventory","available":"alive, 24 deals, health ok β€” but 12 swap"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writing ETH puts (strike $1,651.63, 19min TTL); bear's mission is perpetuals not options, but put buying aligns with short thesis if bear ad","available":"alive, health ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"BinaryBet#89 ETH<$1700 at 803min TTL β€” bear could take or post aligned BinaryBets; but polymarket-ljuba is the maker here, not a taker","available":"alive, health ok"}],"reliableCounterparties":2,"missedOpportunities":"Intent 48 (BELOW bet at $1,682.93) resolved (open_intents=0β†’confirmed left book) while watcher was dead β€” bear could not check fill vs expiry or post follow-on. Option-Writer's put at $1,651.63 (19min TTL) aligns with bear's short thesis but bear has no option-taking capability in current mission scope. Polymarket-Ljuba's BET#89 (ETH<$1700) is open 803min β€” bear posted an aligned BELOW bet last wa","wakeScript":{"wellReasonedForMission":true,"good":["Intent-resolution trigger (ownIntentResolved on intent 48) correctly fires on the primary pending action","ETH adverse trigger anchored to actual baseline price at wake time ($1,682.93), not a hardcoded constant β€” self-updating per wake","Tech-sell scan uses newMatches (delta-only) to avoid re-firing on stale intents","4h fallback is present and configured"],"lacking":["Fallback configured but daemon dies before it fires β€” no daemon-health guard or self-rearming","No downside trigger: ETH moving favorably (bear thesis gaining) doesn't wake the agent to press the advantage β€” only adverse move wakes it","seen set initialized on first pass (baseline), meaning if watcher restarts it misses intents that appeared during the crash window"],"suggestedChange":"Cut fallback from 4h to 60–90min: given the fleet-wide daemon death pattern, a shorter fallback is the only practical safety net until the SDK persistence bug is fixed. A 4h fallback that never fires is equivalent to no fallback."},"issues":[{"scope":"core","title":"Watcher daemon dies before fallback fires (fleet-wide)","detail":"9/12 agents exhibit armed=false, pidAlive=false with elapsed time well past their configured fallback. Bear's 4h fallback was set but daemon died; same pattern in arb-hunter (407min), stacker (404min), rebalancer (556min), swing (793min). SDK watcher persistence layer is losing process across restar","fix":"Investigate sdk/scripts/wake-watch.js armWatcher/runWatchLoop for unhandled promise rejections or process exit on async errors; add a supervisor or systemd-style restart policy for watcher processes"},{"scope":"agent","title":"Intent 48 resolved unobserved β€” no follow-on action possible","detail":"open_intents dropped to 0 (intent 48 left book) while watcher was dead. Bear cannot determine if it was filled (profit) or expired (miss) without a wake. The standing BELOW position may be gone without a replacement posted.","fix":"On next manual restart, check intent 48 fill/expiry and re-post BELOW bet at current ETH baseline if expired; update ETH_BASELINE to current price (~$1,651)"},{"scope":"agent","title":"Fallback interval too long given daemon instability","detail":"4h fallback is theoretically correct for a patient short-thesis agent, but the daemon reliably dies in <2h. A 4h fallback in a crash-prone environment is effectively no fallback.","fix":"Reduce fallbackMs to 60 * 60_000 (1h) in next wake script until SDK stability is confirmed; revisit after core fix"}],"assessment":"Crashed 474min, missed its own 4h fallback (SDK daemon death, same as 9/12 others). ETH at ~$1,651 is ~1.9% below the $1,682.93 BELOW-bet baseline β€” the bear thesis is directionally correct, adverse trigger ($1,708.18) not hit β€” but the agent is dark and cannot post any follow-on position or take the now-expired intent 48 fill."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":65,"msgs":1635,"total":103156597,"totalUsd":56.16,"w5":32937023,"w5Usd":16.84,"w5PctPool":13.2,"w7":103156597,"w7Usd":56.16,"w7PctPool":4.3,"w5Son":20497618,"w7Son":81476701,"hourly":[1.54,1.43,3.22,2.9,7.74,5.94,7.1,10.6,9.53,4.07,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T02:38:33.300Z","tokens":1835358,"usd":1.38,"msgs":23}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":750.24,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":504,"wakes":18,"firstWakeMs":1780943911000,"lastWakeMs":1780971600000,"ageMin":30,"lastWhy":"12 expiring quotes must be cancelled+reposted. ETH and BTC oracles dropped ~$2.45 and ~$17 during execution, flipping in","repeatWakes":15,"avgGapMin":27,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780974502148,"watching":"new counterparty swap OR 30min (quotes expire ~03:02 UTC)","armed":true,"nextFallbackMin":18}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":13.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":533,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":530,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":1005}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.63,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":557,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":543,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Seventh consecutive dead cycle (last_wake_min_ago 471β†’531, +60min elapsed, wakes=1 still). Critical update: intent #28 settled passively β€” LP-Maker-Matheus filled the BTC swap while the watcher was already dead; no active wake detected the resolution. open_intents=0 confirmed. The follow-up momentum decision (add to BTC / rotate / cash) never executed. Wake ","badge":"DEAD β€” STALE TRIGGER","confidence":"high","bottomLine":"531 min dark; one deal settled passively via LP-Maker ($16.27 realized PnL from BTC swap), but the agent never knew. The wake script trigger is now a dead letter β€” intent #28 resolved, and INTENT_ID is hardcoded. Even rearming the process would not unblock the mission: a new wake script with a price/time trigger is required before any further execution is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false since ~06-08T17:47 (531min). SDK persistence failure β€” armWatcher process died before either the ownIntentResolved('28') trigger or the 90min fallback could fire. Same epidemic as 9/12 agents this cycle. The deal (LP-Maker↔Momentum-Nikita, Swap) settled on-chain p"},"reasoningRead":"The single wake was sound: established baseline prices, identified BTC as strongest mover, posted a ~25% starter swap (intent #28) β€” disciplined momentum logic. But the wake script is now solving the wrong problem: it watches for intent #28 resolution, which already happened. The first step was correct; the scaffolding to follow through was never built. Sound initial reasoning, permanently stale t","wakeTriggers":["ownIntentResolved('28') β€” fires when intent #28 fills or expires","90min fallback (never fired β€” process died first)","MISSING: trigger for the follow-up decision after #28 resolved (price leadership re-check, rotation signal, or new intent resolution)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already filled intent #28 (BTC swap); primary liquidity source for delivered swaps on any asset momentum-nikita would target","available":"alive (health: ok, 24 deals) but watcher"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations; if momentum-nikita concentrates into a strong mover, swing-nikita might take the other side on reversion β€” complementary","available":"crashed (stuck, 793min dark)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could cross with momentum concentrations on overlapping assets","available":"crashed (stuck, 556min dark)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for market-wide opportunities (watcher blind to book while dead). Confirmed missed: the follow-up momentum decision after BTC intent #28 settled β€” whether to pyramid, rotate to another leader, or cash β€” never executed. LP-Maker posted 12 fresh swaps since the crash; at least some likely crossed momentum-nikita's target assets, but the agent couldn't evaluate or take them.","wakeScript":{"wellReasonedForMission":false,"good":["Correct trigger for the first wake's specific intent: ownIntentResolved('28') is zero-LLM and precise","90min fallback covers the 1h RFQ window with buffer β€” appropriate cadence for the original intent","runWatchLoop pattern is correct; no sub-minute polling"],"lacking":["INTENT_ID is hardcoded to '28' β€” the trigger is now permanently stale since open_intents=0 and the deal settled","No fallback trigger for post-resolution logic: once intent #28 resolves, the script has no path to re-enter the momentum decision loop","The mission requires rotation 'as leadership shifts' and cashing 'when nothing's working' β€” these decision points have no triggers in the current script; it was"],"suggestedChange":"Replace hardcoded INTENT_ID='28' with a dynamic lookup of the agent's latest open intent (or a time/price-movement trigger if open_intents=0), so the watcher advances through the full mission cycle rather than terminating at the first trade"},"issues":[{"scope":"core","title":"SDK persistence failure β€” watcher process dies after armWatcher()","detail":"Epidemic across 9/12 agents including momentum-nikita. armWatcher() arms correctly but the process exits before any trigger or fallback fires. 531min of total darkness from one wake.","fix":"Investigate why the watcher process is not surviving post-armWatcher; add process keepalive or supervisor restart in the SDK wake-watch layer."},{"scope":"agent","title":"Wake script is permanently stale β€” INTENT_ID='28' trigger is a dead letter","detail":"Intent #28 is resolved (open_intents=0, deal settled with LP-Maker). The current current.ts can never advance the mission: even if rearmed, ownIntentResolved('28') would return true immediately and fireWake with no useful context, or the intent is no longer queryable.","fix":"Regenerate wake script: replace intent-specific trigger with dynamic ownIntentResolved(latestOpenIntentId) or, if no open intent exists, a price-leadership poll trigger (e.g., strongest-mover change >threshold or fixed 60min cadence). This restores the rotation and cash-out logic the mission require"}],"assessment":"531 min dark; one deal settled passively via LP-Maker ($16.27 realized PnL from BTC swap), but the agent never knew. The wake script trigger is now a dead letter β€” intent #28 resolved, and INTENT_ID is hardcoded. Even rearming the process would not unblock the mission: a new wake script with a price/time trigger is required before any further execution is possible."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"15th+ consecutive dead cycle β€” no state change from any prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap only). Option-Writer's put ($1,651.63 strike, 0.1 USDC, 19min TTL as of Step-1) will expire worthless β€” identical to last cycle's put ($1,654.55, 0.13 USDC) and every ","badge":"DEAD 15+ CYCLES","confidence":"high","bottomLine":"To answer Step-1's urgent question directly: NO mechanism can fire this agent in time. wake_script_source=null means no watcher exists; nextFallbackMin=null means no scheduled recovery; pidAlive=false means no process is running. The Option-Writer's put will expire worthless for the 15th+ consecutive cycle. Only a manual operator bootstrap can unblock this, and the 19min window from Step-1 is almost certainly already closed.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 lifetime wakes. Agent was never properly initialized past bootstrap. $0.15 spend = bootstrap cost only, no operational wakes ever fired. Missed option-writer puts: $1,654.55/0.13 USDC (last cycle), $1,651.63/0.1 USDC (this"},"reasoningRead":"Not assessable β€” zero wakes, no wake script, no reasoning output of any kind across 15+ cycles. The agent has never operated. Sound or unsound reasoning is unmeasurable until the agent is bootstrapped.","wakeTriggers":["MISSING: no wake script installed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no watcher process (pidAlive=false, armed=false)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural and only counterparty β€” writes the ETH/BTC puts this agent is designed to evaluate and take; currently active with 12 deals, re-arme","available":"ALIVE β€” armed=true, 26min fallback, heal"}],"reliableCounterparties":0,"missedOpportunities":"At minimum 2 confirmed misses this run alone: option-writer-matheus put $1,651.63 strike / 0.1 USDC premium (19min TTL, this cycle) and $1,654.55 / 0.13 USDC (17min TTL, last cycle). ITM status unverifiable without ETH oracle price in snapshot, but premium pricing and strike proximity suggest these warranted evaluation. 15+ cycles of option-writer posts, all expired without a single taker evaluati","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No fallback interval defined","No watcher process ever armed"],"suggestedChange":"Bootstrap the agent with a wake script that polls option-writer-matheus's open intents on a ~5min cadence, evaluates each against ETH/BTC oracle price for ITM status and premium fairness, and fires a deliberate take when criteria are met. I"},"issues":[{"scope":"core","title":"Agent never bootstrapped past initial $0.15 spend","detail":"15+ cycles, 0 wakes, wake_script_source=null. Bootstrap ran once (cost $0.15) but never installed a wake script or armed a watcher. This is a core/SDK initialization failure β€” the agent reached 'bootstrapped' state without a functional watcher being written or registered.","fix":"Manual operator intervention required: re-run bootstrap for option-taker-matheus ensuring the wake script is written to disk and the watcher is armed before bootstrap exits. Audit why the initial bootstrap produced $0.15 spend but no wake_script_source β€” likely the script write step silently failed "},{"scope":"agent","title":"Option market structurally frozen β€” writer active, taker permanently absent","detail":"option-writer-matheus has posted puts every cycle (12 total deals, active this cycle with $1,651.63 put). option-taker-matheus has never evaluated a single one. The option market has 0% clearance rate due to sole taker being dead, not due to mispricing.","fix":"Prioritize option-taker-matheus bootstrap above all other recovery tasks β€” it is the single agent that unblocks a live, functioning market segment. option-writer-matheus is working correctly and absorbing ongoing token cost with no payoff."}],"assessment":"To answer Step-1's urgent question directly: NO mechanism can fire this agent in time. wake_script_source=null means no watcher exists; nextFallbackMin=null means no scheduled recovery; pidAlive=false means no process is running. The Option-Writer's put will expire worthless for the 15th+ consecutive cycle. Only a manual operator bootstrap can unblock this, and the 19min window from Step-1 is almost certainly already closed."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0.37,0.64,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":12,"openIntents":1,"balanceUsd":98.38,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":444,"wakes":17,"firstWakeMs":1780947228000,"lastWakeMs":1780970136000,"ageMin":55,"lastWhy":"Mission rule: 'If unfilled at expiry β†’ reprice CHEAPER, never higher.' Stepping down premium from 2.6% to 2% per 'step t","repeatWakes":0,"avgGapMin":24,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780974119825,"watching":"ETH put option (0xf3) resolves or 65min fallback","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"W14 call timeout β†’ W15–W16 put repricing fully confirmed. W17 continued the step-down to 0xf3 ($1,651.63 strike, 2.0% / 0.10 USDC, 60-min accept window), now ~17 min from expiry with zero takers. Repricing ladder: 4.4% β†’ 2.6% β†’ 2.0% β€” disciplined mission compliance. Engine 1 healthy (12 swap deals with LP-Maker, $16.99 realized PnL). Structural option-taker ","badge":"OPTION TAKER ABSENT","confidence":"high","bottomLine":"Engine 1 (70% contrarian swaps) is fully functioning β€” 12 deals, $16.99 PnL. Engine 2 (option writing) has posted 4 options since W14 and filled 0; Option-Taker-Matheus is dead and no other fleet agent can take ETH puts. The repricing ladder hits the economic floor on the next cycle (~1.5% would yield 0.075 USDC on 5 USDC collateral) with no demand-side fix in sight.","rootCause":{"class":"counterparty-starved","evidence":"Option-Taker-Matheus health=unknown, 0 deals, absent for 14+ cycles. All 12 of option-writer's settled deals are swaps (Engine 1) with LP-Maker-Matheus. Intents 0xd5, 0xe6, 0xf3 all expired/pending unfilled. No other roster agent has option-taking in mission scope."},"reasoningRead":"Sound reasoning, solving the wrong problem. The repricing ladder (4.4%β†’2.6%β†’2.0%) is textbook mission compliance and the logic is internally correct β€” but the issue is not premium level. It is structural taker absence. Cutting premium 50% does not create a counterparty where none exists. The agent is executing its rule-set perfectly while running against a wall; the fix is fleet-level (revive Opti","wakeTriggers":["ownIntentResolved on 0xf3 (fill or expiry/cancellation)","65-min fallback (accept window 60min + 5min buffer)","MISSING: ETH spot-price move trigger β€” if ETH drops >2% below strike mid-cycle, agent cannot respond until fallback fires"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Designated counterparty; mission is to buy cheap ETH/BTC options via the Option judge","available":"DEAD β€” health=unknown, 0 deals, absent 1"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values options against Polymarket distributions; could theoretically take a mispriced ETH put β€” but mission is focused on BinaryBets, not cl","available":"alive (health=ok), but no option-taking "},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced swaps and near-decided binaries β€” no option-taking in mission","available":"stuck (watcher crashed)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap liquidity provider only; all 12 of option-writer's deals are swap Engine 1 fills with LP-Maker","available":"ok but swap-only"}],"reliableCounterparties":0,"missedOpportunities":"None β€” option-writer is a maker-only agent for Engine 2. Engine 1 swap opportunities are being captured via LP-Maker (12 deals). No open bets or intents exist that this agent's mission would direct it to take.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific intent 0xf3 via ownIntentResolved β€” fires correctly on fill or expiry, not on generic book state","65-min fallback aligns precisely to accept window (60min) + 5-min buffer β€” right cadence for a 60-min accept window","Zero-LLM polling loop; no spurious book-non-empty triggers"],"lacking":["No mid-cycle ETH price-move trigger β€” if ETH drops sharply below strike before expiry, agent is locked out until fallback fires at 65min, possibly missing a can"],"suggestedChange":"Add a spot-price guard: if ETH moves >2% below current strike (put goes deep ITM), fire early rather than waiting the full 65-min fallback β€” this lets the agent cancel and repost at a new OTM strike before the existing option becomes a loss"},"issues":[{"scope":"core","title":"Option-Taker-Matheus absent for 14+ cycles β€” fleet has no option buyer","detail":"Every ETH option posted since W14 (0xd5, 0xe6, 0xf3) has expired or will expire unfilled. Option-Taker is dead (health=unknown, watcher crashed). Without a taker, Engine 2 generates zero income regardless of premium level.","fix":"Revive Option-Taker-Matheus watcher, or extend option-taking capability to Vulture-Andrew / Polymarket-Ljuba whose missions are adjacent. This is the single highest-leverage move for Engine 2."},{"scope":"agent","title":"Premium approaching economic floor with no taker in sight β€” consider pausing Engine 2","detail":"Repricing trajectory: 4.4% β†’ 2.6% β†’ 2.0% β†’ next ~1.5% (0.075 USDC on 5 USDC collateral). At some threshold the option isn't worth the collateral lock-up. Mission should define a floor (e.g. 1%) and pause Engine 2 until a taker appears rather than burning collateral cycles.","fix":"Add a mission rule: if premium steps below X% and Option-Taker is confirmed absent from the book, suspend Engine 2 for N wakes and redeploy collateral to Engine 1 swaps."},{"scope":"agent","title":"Monotone put direction since W15 β€” call side not retried","detail":"W14 attempted a call (timeout), W15–W17 all puts. ETH has drifted down so puts may be appropriate, but mission allows both. If ETH stabilizes or recovers, a call could find different demand or test if the call timeout was transient.","fix":"On the next write cycle after 0xf3 expires, re-evaluate call vs put based on current ETH trend, not by defaulting to the last successful instrument type."}],"assessment":"Engine 1 (70% contrarian swaps) is fully functioning β€” 12 deals, $16.99 PnL. Engine 2 (option writing) has posted 4 options since W14 and filled 0; Option-Taker-Matheus is dead and no other fleet agent can take ETH puts. The repricing ladder hits the economic floor on the next cycle (~1.5% would yield 0.075 USDC on 5 USDC collateral) with no demand-side fix in sight."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":1,"msgs":16,"total":841333,"totalUsd":0.17,"w5":841333,"w5Usd":0.17,"w5PctPool":0.3,"w7":841333,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:55:59.890Z","tokens":841333,"usd":0.17,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":410,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":409,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":1030}},"verdict":{"summary":"Prior summary confirmed T-5min trigger added at W2 (20:01 Jun8) β€” verified present and structurally correct in current script. Agent is ARMED (pidAlive=true, nextFallbackMin=1102), watcher will fire at EXPIRY_SEC-300 = 15:55 UTC Jun9 (~14h from now at analysis time ~01:40 UTC). Both open intents (#32 BTC<$64k, #89 ETH<$1700, same Jun9 expiry) remain unfilled","badge":"ARMED, TRIGGER READY","confidence":"high","bottomLine":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min.","rootCause":{"class":"counterparty-starved","evidence":"Intent #32 (BTC<$64k/Jun9, implied 0.617, 10 USDC) and #89 (ETH<$1700/Jun9, implied 0.588, 10 USDC) β€” both Polymarket-grounded with positive edge β€” remain open with 0 takers across 337min since W2. arb-hunter-tom (natural BinaryBet taker) is crashed 347min. No other active agent has a BinaryBet-taki"},"reasoningRead":"Sound and solving the right problem. W1 posted BTC<$64k at 0.617 (Polymarket $158k liquidity, oracle $63,457 vs $64k strike); W2 posted ETH<$1700 at 0.588 (edge=10.3%, $124k Polymarket liquidity). Pricing is grounded in external market data, not internal oracle drift. The watcher correctly monitors own-intent resolution + new takeable intents + T-5min expiry. No churn detected (0 repeat wakes). Th","wakeTriggers":["ownIntentResolved(#32) β€” BTC<$64k Jun9 filled or expired","ownIntentResolved(#89) β€” ETH<$1700 Jun9 filled or expired","T-5min pre-expiry: nowSec >= 1781020800-300 (15:55 UTC Jun9) β€” fires once via preExpireFired flag","newMatches: new BinaryBet/Option from non-self poster appears on book","fallback: 1781020800 + 14400 = Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binaries on lagged oracle β€” both #32 and #89 are exactly its target","available":"CRASHED 347min, armed=false, pidAlive=fa"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only maker; no BinaryBet-taking mission","available":"ok, 12 live quotes"},{"agent":"option-writer-matheus","fit":"no","why":"Writes options, does not take BinaryBets","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission includes taking near-decided binaries, but crashed","available":"CRASHED (armed=false per fleet data)"}],"reliableCounterparties":0,"missedOpportunities":"None detectable. The agent's secondary mission (take mispriced BinaryBet/Options) requires other agents to post them β€” the book shows no qualifying intents from non-self posters since W2. The watcher scan (readOpenIntents limit:50, filtering non-self BinaryBet/Option) would have fired if any appeared.","wakeScript":{"wellReasonedForMission":true,"good":["T-5min trigger is present, correct, and guarded by preExpireFired flag β€” fires exactly once at 15:55 UTC Jun9","Both own intents monitored individually via ownIntentResolved(#32) and ownIntentResolved(#89) β€” catches fill or expiry","New-takeable scan filters non-self BinaryBet/Option intents β€” directly serves the secondary mission","60s poll cadence β€” appropriate for a time-bounded expiry watcher without being abusive","Fallback at +4h post-expiry (20:00 UTC) is correct β€” agent needs to reassess after settlement window"],"lacking":["preExpireFired is a runtime boolean β€” resets to false if process restarts within the 5min pre-expiry window, causing a duplicate fireWake (benign, but worth not","No explicit check for whether intents #32/#89 are already settled/cancelled at startup β€” if they expired while watcher was being written, first ownIntentResolve"],"suggestedChange":"Persist preExpireFired to disk (or check nowSec >= EXPIRY_SEC - 300 at watcher init before entering the loop) so a process restart within the 5min window doesn't double-fire the pre-expiry wake."},"issues":[{"scope":"core","title":"arb-hunter-tom dead 347min β€” BinaryBet market has zero takers","detail":"Both of polymarket-ljuba's open BinaryBets (#32, #89) are correctly priced and will expire in ~862min with no one to take them. arb-hunter-tom is the only agent with explicit BinaryBet-taking mission and has been crashed since the 13th+ cycle.","fix":"Revive arb-hunter-tom or route its restart to whoever owns it β€” this unblocks both polymarket-ljuba's maker activity and the broader BinaryBet market."},{"scope":"agent","title":"preExpireFired resets on process restart","detail":"If the watcher process is killed and restarted within 5 minutes of EXPIRY_SEC (15:55–16:00 UTC), preExpireFired resets to false and fireWake fires twice. The agent receives two near-simultaneous wakes for the same expiry event.","fix":"At watcher startup, check `if (Math.floor(Date.now()/1000) >= EXPIRY_SEC - 300) preExpireFired = true` before entering the loop β€” or write a small state file."}],"assessment":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":572,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":570,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from prior cycle: 1 lifetime wake (17:20 UTC Jun-08), 0 deals, 0 settled, fully dead (armed=false, pidAlive=false, nextFallbackMin=null). Now 498min offline vs 438min last run β€” ~60min elapsed with zero recovery. LP-Maker's BTC ask has re-confirmed at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), crossing lior's last implied bid of ~$63,348 by ~$34","badge":"CRASHED β€” LIVE MISS","confidence":"high","bottomLine":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” process died post-w1 (17:20 UTC Jun-08). 1 wake total confirms the 4h fallback never triggered w2. Intent #13 status unknown; if it expired unresolved, the ownIntentResolved trigger also never fired. Market-open setTimeout ("},"reasoningRead":"The single wake's reasoning was sound β€” BTC identified as most underweight at -35pp, $7 DCA slice calculated, intent posted correctly. But the wake-script it generated is frozen in time: hardcoded to a past market-open epoch and a single intent ID. The reasoning was correct for that moment; the watcher it produced cannot survive beyond that moment. Sound reasoning, wrong-scoped artifact β€” the agen","wakeTriggers":["ownIntentResolved on intent #13 (hardcoded ID β€” brittle)","setTimeout for 17:30 UTC 2026-06-08 market open β€” 28h in the past, already fired or missed","armWatcher 4h fallback β€” never fired (process died first)","MISSING: periodic portfolio-drift check (e.g. every 4h regardless of intent state)","MISSING: live-quote crossing trigger β€” LP-Maker BTC ask now $63,000 vs lior's ~$63,348 target, crossing by $348"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Active BTC ask at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), TTL 46-54min; crosses lior's implied bid by $348 β€” direct DCA fill available","available":"ALIVE β€” 24 deals, 12 live quotes, 44min "},{"agent":"option-writer-matheus","fit":"no","why":"Equity/options focus; no swap quotes for BTC at lior's target","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of binary bets / mispriced swaps, not a swap liquidity provider","available":"crashed 347min"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker posted BTC ask at $63,000 (gives 0.0002 BTC β†’ 12.6 USDC) with 46-54min TTL. Lior's w1 implied bid was ~$63,348, so this quote is $348 in-the-money for lior's DCA target β€” a directly actionable fill lior cannot take because the watcher is dead. This opportunity has been live for at least one full cycle with no agent able to capture it.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM polling loop β€” correct pattern","armWatcher with fallback present in design","ownIntentResolved check is on-mission (wait for fill before re-deciding)"],"lacking":["Hardcoded past epoch (marketOpenEpochMs = Jun-08T17:30Z) β€” stale from birth on any subsequent run","Hardcoded MY_INTENT_ID = '13' β€” breaks if intent changes or expires unresolved","Process died before 4h fallback fired (only 1 wake total) β€” no evidence the process survived long enough; needs a heartbeat or guaranteed-alive check","No dynamic intent lookup β€” if intent #13 expired without fill, ownIntentResolved never triggers and no recovery path exists","No live-quote crossing check β€” a patient DCA agent should wake when a favorable quote appears, not just when its own intent resolves"],"suggestedChange":"Replace hardcoded marketOpenEpochMs and MY_INTENT_ID with (a) a dynamic lookup of own open intents from the belt (no hardcoded ID), and (b) a reliable 4h recurring fallback using Date.now() + FOUR_HOURS_MS β€” not a one-shot setTimeout that d"},"issues":[{"scope":"agent","title":"Watcher dead β€” no self-recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null, 498min offline. The watcher process exited before the 4h fallback fired; only 1 total wake confirms no w2 ever triggered. Agent needs a manual restart.","fix":"Restart the watcher process manually. The new wake-script must not hardcode a past market-open timestamp or a single intent ID."},{"scope":"agent","title":"Hardcoded past market-open epoch in wake-script","detail":"marketOpenEpochMs = new Date('2026-06-08T17:30:00Z') is 28h in the past on every future run. The setTimeout fires immediately (msToMarketOpen < 0 is skipped by the guard), so the market-open trigger is permanently dead.","fix":"Replace with a dynamic 'next US market open from now()' calculation, or remove the market-open hook and rely solely on the 4h fallback + intent-resolved trigger."},{"scope":"agent","title":"Hardcoded intent ID #13","detail":"If intent #13 expired unresolved (likely after 498min), ownIntentResolved will never return true and the only remaining trigger (the dead fallback) is gone. Agent is permanently stuck.","fix":"Dynamically query own open intents from the belt on each loop iteration; watch for any own intent resolving, not a hardcoded ID."},{"scope":"core","title":"Watcher process death silently kills scheduled fallbacks","detail":"The 4h fallback is implemented as a Node.js timer inside the watcher process. If the process exits (crash, OOM, SIGKILL), the fallback is lost with no trace β€” and the agent board correctly shows armed=false/pidAlive=false but cannot distinguish 'clean exit' from 'crash before fallback'. This is the ","fix":"SDK should persist fallback deadline to disk (e.g. data/wake/fallback_deadline_ms) on armWatcher, and a lightweight supervisor (or the wake-watch loop) should re-arm from disk on startup if the deadline has not passed. This makes fallbacks crash-safe."}],"assessment":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":425,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":418,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still 0 deals, 1 lifetime wake (06-08T19:52), watcher crashed now 406min (up from 346min last run β€” no recovery). Intent #78 expired (open_intents=0 confirmed). Pricing gap vs LP-Maker persists: LP-Maker's sNVDA sell at ~$210/sNVDA (12.6 USDC Γ· 0.06 sNVDA) vs stacker's oracleΓ—1.005 ceiling ~$208.80 (at $207.76 oracle) β€” a $1.20/share gap. Even if watcher rec","badge":"CRASHED, PRICING GAP","confidence":"high","bottomLine":"Stacker has been dead for 406min (armed=false, pidAlive=false) β€” SDK epidemic, not its fault. But even a live stacker can't deal: LP-Maker's sNVDA sell at ~$210 is $1.20 (0.57%) above stacker's oracleΓ—1.005 ceiling of ~$208.80. The pricing gap is the structural blocker; the crash is the operational one. A stale hardcoded timestamp in the wake script will cause an accidental 1-min rapid-fire fallback on next restart.","rootCause":{"class":"structural","evidence":"LP-Maker quote: 12.6 USDC Γ· 0.06 sNVDA = $210.00/sNVDA; stacker ceiling: $207.76 Γ— 1.005 = $208.80; gap = $1.20/share. No other sNVDA sellers in book. Intent #78 expired, open_intents=0. Watcher armed=false, pidAlive=false, 406min."},"reasoningRead":"Sound mission reasoning (DCA via oracle-anchored limit bids, fallback timer, drift detection) β€” but solving the wrong price level. The oracleΓ—1.005 ceiling is structurally below LP-Maker's cheapest ask, meaning stacker's sweep logic will never fire against the only available counterparty. It is disciplined and correct-looking but structurally price-locked out of the one source of sNVDA liquidity.","wakeTriggers":["intent 78 resolved (fill or expire) β€” already expired, trigger is spent","new sell-side sNVDA at ≀ oracleΓ—1.005 β€” LP-Maker at $210 is above this, won't fire","oracle drift >0.5% from $207.76 posted price","fallback: min(time-to-20:30-ET, 30min) β€” STALE: 2026-06-08 20:30 UTC is ~24h past; next wake computes fallbackMs=60_000ms (1 min), not 30 min","MISSING: no re-arm after intent expires β€” script is single-use, watcher does not reschedule itself after #78 resolves"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only active sNVDA seller (12 open swaps posted), but quotes at ~$210/sNVDA β€” $1.20 above stacker's oracleΓ—1.005 ceiling of ~$208.80. Deal re","available":"alive, 24 deals, ok health"},{"agent":"rebalancer-lior","fit":"no","why":"Crashed 556min, no sNVDA sell activity.","available":"crashed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (crashed 406min). LP-Maker's standing sNVDA sell at ~$210 is above stacker's ceiling β€” not a takeable opportunity even if watcher were live. No other sNVDA sells observed in book data.","wakeScript":{"wellReasonedForMission":false,"good":["Checks own intent resolution, oracle drift, and new sell-side sNVDA ≀ oracleΓ—1.005 β€” all correct triggers for a patient DCA mission","60s poll interval appropriate; zero-LLM; uses newMatches to avoid re-firing on stale intents","isSellSideNVDA() correctly filters on posterGives=sNVDA, posterWants=USDC, price≀oracleΓ—1.005"],"lacking":["AFTERHOURS_TS=1780950600 is hardcoded absolute timestamp, now ~24h stale β€” next wake computes fallbackMs=max(60_000, negative)=60_000ms (1 min rapid-fire instea","Script is single-use: after intent #78 resolves (already expired), watcher has no path to re-arm for intent #79 β€” stacker becomes permanently idle without a man","Ceiling oracleΓ—1.005 is too tight to ever sweep LP-Maker's ask; watcher will poll indefinitely without triggering"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a relative fallback: `const fallbackMs = 30 * 60 * 1000;` β€” eliminates the stale-timestamp 1-min rapid-fire bug. Secondary: after ownIntentResolved fires, re-arm a new watcher for the next intent rather "},"issues":[{"scope":"core","title":"Watcher process dead β€” SDK epidemic (9/12 agents)","detail":"armed=false, pidAlive=false, 406min since last wake. Same persistence failure affecting majority of fleet.","fix":"Fix SDK watcher persistence layer; stacker restart is blocked until this is resolved."},{"scope":"agent","title":"Hardcoded absolute timestamp makes fallback 1-min on next restart","detail":"AFTERHOURS_TS=1780950600 (2026-06-08 20:30 UTC) is ~24h past. Next wake computes fallbackMs=60_000ms instead of 30min, turning a patient DCA agent into a rapid-fire poller.","fix":"Replace with `const fallbackMs = 30 * 60 * 1000;` (relative, not absolute). Update CLAUDE.md to ban absolute epoch timestamps in wake scripts."},{"scope":"agent","title":"Single-use watcher β€” no re-arm path after intent resolves","detail":"After intent #78 expired, stacker has no mechanism to post intent #79 and arm a new watcher. It becomes permanently idle without manual restart.","fix":"After ownIntentResolved fires, agent should re-arm watcher targeting the next intent ID before exiting the wake."},{"scope":"agent","title":"Pricing ceiling (oracleΓ—1.005) structurally below LP-Maker's only ask","detail":"LP-Maker's sNVDA sell at ~$210 vs ceiling $208.80 β€” $1.20 gap (0.57%). Stacker's sweep trigger will never fire against the only live sNVDA seller unless LP-Maker reprices or ceiling is raised to oracleΓ—1.01.","fix":"Raise sweep ceiling to oracleΓ—1.01 (or 1.008) in CLAUDE.md mission parameters β€” still a discount vs market but within reach of LP-Maker's posted quotes."}],"assessment":"Stacker has been dead for 406min (armed=false, pidAlive=false) β€” SDK epidemic, not its fault. But even a live stacker can't deal: LP-Maker's sNVDA sell at ~$210 is $1.20 (0.57%) above stacker's oracleΓ—1.005 ceiling of ~$208.80. The pricing gap is the structural blocker; the crash is the operational one. A stale hardcoded timestamp in the wake script will cause an accidental 1-min rapid-fire fallback on next restart."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":548,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":807,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"795min dead, up from 735min last run (+60min, sustaining the exact per-cycle clock-drift with zero new activity). USDC approved Jun8 13:23 and watcher script written, but process died before persisting β€” identical armed=false/pidAlive=false/nextFallbackMin=null signature to the other 8 crashed agents. This IS the same SDK crash pattern, not a swing-nikita-sp","badge":"LONGEST DEAD, SDK CRASH","confidence":"high","bottomLine":"swing-nikita has been dead 795min (longest in fleet) with 1 lifetime wake and $0.56 spent on USDC approval. The crash signature (armed=false, pidAlive=false, nextFallbackMin=null) is identical to 8 other agents β€” this is the SDK persistence failure, not a swing-nikita-specific bug. No trailing-average baseline exists; strategy cannot signal until multiple warmup samples are collected post-revival.","rootCause":{"class":"structural","evidence":"1 wake total (w1 Jun8 13:23, USDC approval only); 0 price samples; watcher script written post-approval but armWatcher()/runWatchLoop() did not persist process (pidAlive=false). Same crash signature as arb-hunter-tom (407min dead), bear-yosher (474min), momentum-nikita (529min), rebalancer-lior (556"},"reasoningRead":"No reasoning to evaluate β€” agent has not woken since setup. The warmup strategy (collect price samples over successive 60-min wakes before trading) is sound for a trailing-average mean-reversion mission. The problem is entirely platform: the process never persisted after writing current.ts, so the strategy never had a chance to execute.","wakeTriggers":["60-min fallback timer (armWatcher in current.ts)","MISSING: fallback never armed β€” process exited before armWatcher() persisted; no trigger will fire without manual re-arm"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker quotes delivered swaps near oracle mid β€” swing-nikita's dislocation swaps would land against LP-Maker's standing quotes","available":"alive (24 deals, 12 open swaps), but hub"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade delivered swaps; orthogonal direction possible but rebalancer-lior is also crashed (556min dead)","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book (never woke past setup). No price samples means dislocation signals cannot be computed β€” even with book access, swing-nikita cannot identify a trade until trailing averages exist.","wakeScript":{"wellReasonedForMission":true,"good":["60-min cadence is correct for a warmup phase that needs time-series price samples β€” not over-polling","No book-condition check is appropriate: warmup is time-based, not event-driven","Fallback-only design is zero-LLM and correct for the warmup phase"],"lacking":["The script is never reached β€” armWatcher() does not persist if the spawning process dies first; the script is stranded on disk","No liveness signal or self-healing: if the watcher dies after write but before persist, there is no recovery path built in"],"suggestedChange":"Core fix: SDK must persist the watcher record atomically before returning from armWatcher(), so a process crash between write and persist cannot leave agents stranded. Agent-side, nothing to change β€” the script logic is correct for mission."},"issues":[{"scope":"core","title":"SDK armWatcher persistence race β€” process exits before watcher record is durable","detail":"9/12 agents share identical crash signature (armed=false, pidAlive=false, nextFallbackMin=null). swing-nikita wrote current.ts post-USDC-approval but the watcher process did not survive. The SDK's armWatcher()/runWatchLoop() is not atomic: if the spawning process dies between script-write and record","fix":"Make armWatcher() write-and-fsync the watcher record before returning; add a watchdog that detects armed=false/pidAlive=false with a valid current.ts and re-spawns the watcher process automatically."},{"scope":"agent","title":"Zero price samples β€” no trailing-average baseline after 795min","detail":"swing-nikita's strategy requires N price samples to compute a trailing average before it can identify dislocations. With 0 samples, it cannot post any intent even after revival. Warmup will require several successful 60-min wakes before the first trade signal fires.","fix":"After core SDK fix re-arms the watcher, expect 3-5 wakes (3-5 hours) of sample-only collection before swing-nikita is operationally active. No agent-side code change needed β€” just patience post-revival."}],"assessment":"swing-nikita has been dead 795min (longest in fleet) with 1 lifetime wake and $0.56 spent on USDC approval. The crash signature (armed=false, pidAlive=false, nextFallbackMin=null) is identical to 8 other agents β€” this is the SDK persistence failure, not a swing-nikita-specific bug. No trailing-average baseline exists; strategy cannot signal until multiple warmup samples are collected post-revival."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.97,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":465,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":458,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 446min (up 60min from last run β€” steady 60min/cycle deterioration: 326β†’386β†’446min; three consecutive cycles of zero recovery). wake_script_source=null for third+ consecutive cycle β€” watcher was never reinstalled, no self-wake path exists. The Step-1 focus question (are LP-Maker's 12 live swaps off-mid enough for an immediate vulture edge?) is almost ","badge":"CRASHED, NO EDGE","confidence":"high","bottomLine":"Vulture has been crashed 446min with zero self-recovery path (wake_script_source=null, armed=false, pidAlive=false). Its only meaningful action ever was a 6-swap basket-buy at LP-Maker's oracle-mid prices ($92.39 PnL) β€” portfolio construction, not mispriced-quote exploitation. LP-Maker's 12 live quotes are at oracle mid by design; no immediate vulture-grade edge exists unless oracle has drifted since last quote, which is unverifiable while vulture is dark. The expiry cascade risk (~51-57min) is real but unreachable.","rootCause":{"class":"structural","evidence":"wake_script_source=null for 3+ consecutive cycles; armed=false, pidAlive=false; same SDK persistence failure affecting 9/12 agents; no reinstall event in 446min despite LP-Maker posting 12 fresh quotes that could theoretically drift"},"reasoningRead":"Cannot assess current reasoning β€” agent has been dark 446min. Its one historical wake showed sound execution (basket-buy at mid, $92.39 PnL, 52 USDC remaining) but the logic was portfolio construction rather than the mispricing-exploitation the mission describes. No evidence of the 'pick off mistakes' mission actually firing; all 6 deals were at LP-Maker's fair mid price. Sound mechanics, possibly","wakeTriggers":["MISSING: watcher entirely absent (wake_script_source=null)","MISSING: trigger on LP-Maker quote age / oracle-drift threshold","MISSING: fallback wake β€” nextFallbackMin=null confirms no scheduled recovery"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 6 vulture deals were LP-Maker swaps; LP-Maker quotes at oracle mid β€” edge only if oracle drifts post-quote or quotes go stale near expir","available":"alive, 12 open quotes expiring ~51-57min"},{"agent":"option-writer-matheus","fit":"maybe","why":"Option-Writer posts puts/calls β€” vulture mission includes near-decided binaries/options, but no historical deal flow between them","available":"alive, put at $1,651.63 strike with 19mi"},{"agent":"arb-hunter-tom","fit":"no","why":"Arb-hunter is a taker not a maker; no quote surface for vulture to exploit","available":"crashed 407min"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Ljuba posts binary bets; if mispriced vs Polymarket, vulture could take β€” but Ljuba's bets (#32, #89) are currently unfilled, not mispriced ","available":"alive, 803min to expiry β€” but vulture is"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (wake_script_source=null, armed=false). Structurally: LP-Maker's 12 quotes approaching expiry in ~51-57min represent the highest-probability window for oracle-drift exploitation β€” vulture cannot act. Option-Writer's put ($1,651.63, 19min TTL) likely expired worthless; ETH is well above that strike so not in-the-money anyway. Polymarket-Ljuba bets #32/#89 unfille","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists to evaluate","No fallback schedule (nextFallbackMin=null) β€” zero recovery path","No trigger wired to LP-Maker quote-age or oracle-drift threshold β€” the only demonstrated edge source has no monitoring"],"suggestedChange":"Reinstall watcher with two triggers: (1) a 15-30min fallback so the agent wakes regardless, and (2) a quote-age check against LP-Maker's open intents β€” fire when any LP-Maker quote is >20min old (oracle may have drifted). This directly serv"},"issues":[{"scope":"core","title":"Watcher persistence failure β€” 9/12 agents crashed, including vulture","detail":"wake_script_source=null for 3+ consecutive cycles; SDK fails to persist/reinstall watchers after agent wake. Armed=false, pidAlive=false across the fleet. Vulture's 446min outage is a symptom of a shared infrastructure failure, not agent-specific logic.","fix":"Fix SDK watcher persistence so reinstall survives agent wake completion; add startup check that re-arms watcher if wake_script_source is null before agent exits"},{"scope":"agent","title":"Mission drift β€” vulture buys at fair mid, not exploiting mispricing","detail":"All 6 deals executed at LP-Maker's oracle-mid prices (portfolio basket construction). Mission says 'pick off clearly mispriced swaps' but in practice vulture acts as a taker at fair prices. $92.39 PnL came from portfolio appreciation, not spread capture. The agent needs a minimum-edge threshold befo","fix":"Add a minimum edge threshold to CLAUDE.md (e.g., only take swaps where offered rate is >0.5% off current oracle mid) so vulture distinguishes 'fair LP quote' from 'exploitable mispriced quote'"},{"scope":"agent","title":"No expiry-window opportunism in watcher design","detail":"LP-Maker's 12 quotes expire in ~51-57min. In the final minutes, if oracle moves, those quotes become the highest-probability edge for vulture. No watcher trigger is wired to quote age or time-to-expiry.","fix":"Wire a wake trigger that fires when any counterparty's open intent is within 10min of expiry AND oracle has moved >0.3% since posting β€” this is the exact 'pick off mistakes' scenario the mission describes"}],"assessment":"Vulture has been crashed 446min with zero self-recovery path (wake_script_source=null, armed=false, pidAlive=false). Its only meaningful action ever was a 6-swap basket-buy at LP-Maker's oracle-mid prices ($92.39 PnL) β€” portfolio construction, not mispriced-quote exploitation. LP-Maker's 12 live quotes are at oracle mid by design; no immediate vulture-grade edge exists unless oracle has drifted since last quote, which is unverifiable while vulture is dark. The expiry cascade risk (~51-57min) is real but unreachable."}}],"unattributed":{"sessions":184,"tokens":39795715,"usd":26.12,"w5":1025429,"w5Usd":0.2,"hourly":[0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.05,11.81,10.79,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":558,"tokens":13884592,"usd":32.84,"w5":2404902,"w5Usd":6.44,"hourly":[1.27,1.27,1.58,1.02,1.3,1.62,1.03,5.13,5.17,1.3,0,2.12,5.75,4.29,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":164312773,"grandUsd":118.79,"grandSessions":814,"attributedTokens":110632466,"unattributedTokens":39795715,"boardTokens":13884592,"reassembledTokens":164312773,"tokensBalance":true,"attributionPct":73.5,"multiMatchSessions":2,"sessionsScanned":1264,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":6735,"dedupedMsgs":2935,"rawTokens":357931761,"dedupedTokens":164312773,"dupRatio":2.178}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T02:48:43.093Z","swarm":{"headline":"SDK EPIDEMIC, HUB HOLDS","funnel":{"posted":257,"settled":25,"conversionPct":9.73,"byTemplate":{"Swap":24,"BinaryBet":1,"custom_option":0,"Perpetual":0}},"liquidityMap":[{"market":"Swap / LP-Maker-Matheus hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals) Β· Vulture-Andrew β†’ LP-Maker-Matheus (6 deals) Β· Bear-Yosher ← LP-Maker-Matheus (1) Β· Arb-Hunter-Tom ← LP-Maker-Matheus (1) Β· Momentum-Nikita ← LP-Mak","status":"ACTIVE β€” 15 of 25 settled deals routed through LP-Maker; 12 open swaps expiring "},{"market":"BinaryBet / Polymarket bets #3","flow":"Polymarket-Ljuba β†’ [no taker]","status":"FROZEN β€” #32 (BTC<$64k, 10 USDC) and #89 (ETH<$1700, 10 USDC) open 791min; arb-h"},{"market":"BinaryBet / Mimic-Ljuba ↔ Bear","flow":"Bear-Yosher ⇄ Mimic-Ljuba (1 live deal)","status":"ISOLATED β€” sole BinaryBet settlement this cycle; Bear-Yosher now crashed 476min,"},{"market":"Option / Option-Writer-Matheus","flow":"Option-Writer-Matheus β†’ [Option-Taker-Matheus absent]","status":"FROZEN β€” 0xd5, 0xe6, 0xf3 all expired worthless; 15+ consecutive cycles of zero "},{"market":"Swap / Stacker-Massimo ↔ LP-Ma","flow":"Stacker-Massimo β†’ [pricing gap]","status":"FROZEN β€” LP-Maker ask $210.00/sNVDA vs stacker ceiling $208.80; $1.20/share gap;"},{"market":"Swap / Rebalancer-Lior ↔ LP-Ma","flow":"Rebalancer-Lior β†’ [crashed]","status":"FROZEN β€” LP-Maker BTC ask ($63,000 implied) crosses lior's last bid by ~$348; li"}],"causalLinks":[{"cause":"SDK watcher persistence failure: armWatcher()/runWatchLoop() process does not survive across host restarts or crash even","effect":"8/12 agents dark (armed=false, pidAlive=false, nextFallbackMin=null); 216 intents expired/cancelled; funnel frozen at 9.","evidence":"Identical crash signature across: swing-nikita 795min, rebalancer-lior 556min, momentum-nikita 531min, bear-yosher 476min, vulture-andrew 446min, arb-hunter-tom 289min, stacker-massimo 406min. All sho"},{"cause":"Arb-Hunter-Tom crashed 289min (SDK epidemic)","effect":"Polymarket-Ljuba's BinaryBet intents #32 and #89 have zero takers; 337+ min of positive-edge bets sitting open; T-5min t","evidence":"Intent #32 (BTC<$64k, implied 0.617, 10 USDC) and #89 (ETH<$1700, implied 0.588, 10 USDC) β€” arb-hunter-tom is the only roster agent with BinaryBet-taking mission; crashed before either bet could be ta"},{"cause":"Option-Taker-Matheus never initialized (wake_script_source=null, 0 lifetime wakes, $0.15 bootstrap spend only)","effect":"Option-Writer's Engine 2 structurally dead: puts 0xd5 ($1,654.55), 0xe6, 0xf3 ($1,651.63, 0.1 USDC) all expired worthles","evidence":"Option-Writer settled 12 deals, all swaps with LP-Maker; 0 option settlements ever; Option-Taker has health=unknown, 0 counterparties, never operational"},{"cause":"Bear-Yosher crashed 476min","effect":"Mimic-Ljuba's only proven BinaryBet counterparty is offline; isolated 1-deal cluster cannot grow; Mimic-Ljuba's active p","evidence":"Bear-Yosher ↔ Mimic-Ljuba = the only BinaryBet settlement this cycle; no other alive agent has BinaryBet-taking mission; Mimic-Ljuba reliableCounterparties=1 (Bear-Yosher, now dark)"},{"cause":"LP-Maker-Matheus pricing at oracle mid (zero spread)","effect":"LP bleeds PnL to informed takers: -$59.67 lifetime despite 24 settled deals; takers (arb-hunter-tom, vulture-andrew) cro","evidence":"reliableCounterparties include arb-hunter-tom and vulture-andrew β€” both mission-classified arb/vulture takers; LP-Maker settled deals concentrated in periods when these agents were alive; negative PnL"},{"cause":"Mimic-Ljuba hardcoded FAIR_PROB=0.5 (not oracle-calibrated)","effect":"Agent took 'above $65k in 24h' at BTC oracle $63,383 β€” true fair probability ~10–15% by w5's own text; hasEdge() passed ","evidence":"w5 log: BTC at $63,383, agent computed edge vs FAIR_PROB=0.5; w7 claims '+22pp locked edge'; Deal #3 ↔ Bear-Yosher settled at these terms; BTC still ~$63k, position losing"}],"insights":[{"severity":"critical","title":"SDK watcher persistence failure: 8/12 agents dark","detail":"8 agents with valid missions and funded wallets are permanently offline: swing-nikita (795min), rebalancer-lior (556min), momentum-nikita (531min), bear-yosher (476min), vulture-andrew (446min), stacker-massimo (406min), arb-hunter-tom (289min), option-taker (never started). All share armed=false + pidAlive=false + nextFallbackMin=null. The configured fallback timers (4h, 90min, etc.) never fire because the daemon process that would fir","evidence":"8 agents, 0 recovery across 60min/cycle elapsed; swing-nikita up 60min (735β†’795min), bear-yosher up 60min (416β†’476min), vulture-andrew up 60min (386β†’446min) β€” mechanical clock-drift confirms no self-recovery path exists","scope":"core","fix":"SDK must persist watcher state (pid file + resume-on-boot hook) so armWatcher() survives process restart; a watchdog that re-arms any agent whose pid is dead but armed=true would unblock all 8 immediately"},{"severity":"critical","title":"LP-Maker 12-swap cascade expiry risk (39–46min window)","detail":"All 12 open LP-Maker swaps expire in a 7-minute band (39–46min from analysis). LP-Maker's watcher nextFallbackMin=20 β€” it should wake and repost in time. But if the SDK kills this watcher (as it has killed 8 others), all 12 quotes expire simultaneously, the hub goes dark, and the only functioning swap cluster collapses. This is the single highest-risk event in the next hour.","evidence":"Open book: 12 LP-Maker swaps, earliest expiry 39min, latest 46min; watcher armed=true, pidAlive=true, nextFallbackMin=20; same SDK that killed 8 others is running this watcher","scope":"core","fix":"Priority: confirm LP-Maker watcher fires its 20-min fallback and reposts; implement the SDK persistence fix before next expiry window; add a board alert if LP-Maker watcher de-arms with open quotes"},{"severity":"critical","title":"Option-Taker-Matheus: 15+ cycles of structural absence, never initialized","detail":"Option-Writer has posted and lost 3+ consecutive puts (0xd5 $1,654.55/0.13 USDC, 0xe6, 0xf3 $1,651.63/0.1 USDC) β€” each expired worthless. Option-Taker has wake_script_source=null, $0.15 lifetime spend (bootstrap only), 0 wakes ever. This is not a crash β€” the agent was never initialized past bootstrap. Engine 2 of the Options pair is structurally absent.","evidence":"option-taker-matheus: health=unknown, reliableCounterparties=0, 0 deals, 0 wakes; option-writer: 12 deals, all swaps, $16.99 PnL β€” 100% from Engine 1; option Engine 2 PnL = $0 across entire history","scope":"fleet","fix":"Initialize Option-Taker-Matheus with a wake script that monitors the book for option intents and takes when IV > fair value; this is a fleet config task, not an SDK bug"},{"severity":"warn","title":"Polymarket-Ljuba taker starvation: #32 and #89 expiring Jun9 16:00 UTC","detail":"BinaryBet intents #32 (BTC<$64k, 10 USDC, implied 0.617) and #89 (ETH<$1700, 10 USDC, implied 0.588) have sat open 337+ min with zero takers. T-5min trigger fires at 15:55 UTC Jun9 (~791min from now), but if arb-hunter-tom remains dark, the trigger fires with no counterparty and both bets expire. Positive-edge bets will go to waste for the second consecutive cycle.","evidence":"Polymarket-Ljuba: reliableCounterparties=0; arb-hunter-tom (natural taker, 1 BinaryBet settlement) crashed 289min; no other alive agent has BinaryBet-taking in scope; BTC $63,150 vs $64k strike = $850 gap (bet #32 would be winning side)","scope":"fleet","fix":"Fix SDK to recover arb-hunter-tom before 15:55 UTC Jun9; alternatively, configure one of the alive agents (mimic-ljuba has BinaryBet capability) to take Polymarket-priced bets when arb-hunter is dark"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 manufactures false edge: live OTM position","detail":"Agent took 'above $65k in 24h' at BTC $63,383 using a hardcoded 0.5 prior. Its own w5 text estimated true probability at ~10–15%; the +22pp 'locked edge' in w7 is pure flat-prior artefact. The live position (Deal #3 ↔ Bear-Yosher) is deep OTM. The agent is operationally active but systematically mispriced.","evidence":"w5: BTC oracle $63,383 vs $65k threshold; w7: '+22pp locked edge' β€” contradicted by oracle data; FAIR_PROB=0.5 hardcoded in hasEdge(); Bear-Yosher (counterparty) now dark 476min, no exit path","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated prior (e.g. 30-day realized probability or implied from Polymarket feed); add a guard: if oracle_price vs strike gap > 5%, require explicit override to take"},{"severity":"warn","title":"Rebalancer-Lior: 498min dark, live BTC arbitrage accumulating uncaptured","detail":"LP-Maker's BTC ask (gives 0.0002 BTC β†’ wants 12.52 USDC, ~$62,600/BTC implied) crosses rebalancer-lior's last stated bid (~$63,348) by ~$348–748/BTC. This gap has been open for 498min. Lior has 1 lifetime wake, 0 deals, 0 recovery β€” every cycle this miss compounds.","evidence":"LP-Maker open book: 'gives 0.0002 BTC β†’ wants 12.52 USDC' (40min left, expiring this cycle too); lior prior summary: implied bid ~$63,348; gap ~$348+; rebalancer-lior: armed=false, pidAlive=false, 498min dark","scope":"core","fix":"SDK persistence fix recovers lior; once alive, lior's wake script should immediately check the LP-Maker book on w2 β€” the opportunity may still exist if LP-Maker reposts"}],"fleetMoves":[{"scope":"core","action":"Fix SDK watcher persistence: armWatcher()/runWatchLoop() must write a pid file and auto-resume on process restart; add a watchdog that re-arms agents whose pid is dead but whose armed flag is true β€” this single fix unblocks all 8 crashed agents simultaneously"},{"scope":"fleet","action":"Initialize Option-Taker-Matheus with a live wake script before the next Option-Writer put cycle; 15+ worthless put expirations represent pure premium waste β€” the counterparty slot is empty, not broken"},{"scope":"core","action":"Prioritize SDK fix before 15:55 UTC Jun9 to recover arb-hunter-tom in time to take Polymarket-Ljuba's BinaryBet intents #32 and #89 before their expiry; if SDK fix can't land in time, temporarily route BinaryBet-taking to mimic-ljuba as fallback"},{"scope":"fleet","action":"Add a half-spread to LP-Maker quotes (5–15bps per leg); oracle-mid pricing is generating -$59.67 PnL via systematic adverse selection from arb-hunter and vulture β€” a modest spread preserves hub function while stopping the bleed"},{"scope":"fleet","action":"Patch Mimic-Ljuba FAIR_PROB from hardcoded 0.5 to an oracle-calibrated prior; current logic took a deep-OTM position (BTC $63,383 vs $65k threshold) and claimed +22pp edge β€” the flat prior is generating false confidence on every binary decision"}],"at":"2026-06-09T02:51:00.058Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"EPIDEMIC HOLDS, HUB ACTIVE","healthDelta":"Marginal improvement over last run β€” LP-Maker recovered fully (24 deals, 12 fresh swaps posted at oracle mid), Option-Writer re-armed (26min fallback), Mimic-Ljuba holding live position; but 9/12 watchers remain crashed (armed=false, pidAlive=false), same SDK persistence failure as last cycle, and L","focusAreas":["LP-Maker watcher de-armed with 12 open swaps expiring in ~51–57min β€” cascade expiry risk if not re-armed (hub failure would drop all 12 quotes)","Option-Taker dead for 14+ cycles; Option-Writer put ($1,651.63 strike, 0.1 USDC, 19min TTL) will expire worthless again β€” structural taker absence","9/12 agents crashed (armed=false, pidAlive=false): arb-hunter-tom (407min), bear-yosher (474min), momentum-nikita (529min), rebalancer-lior (556min), stacker-massimo (404min), swing-nikita (793min), v","Funnel: 25 settled / 257 posted = 9.7% conversion; 216 intents expired/cancelled β€” low clearance rate driven by taker scarcity, not maker absence","Polymarket-Ljuba bets #32 (BTC<$64k) and #89 (ETH<$1700) unfilled, 803min to Jun9 16:00 UTC expiry β€” T-5min trigger set but no takers from alive agents yet"],"perAgentFocus":{"arb-hunter-tom":"Crashed 407min; prior says W4 SSV swap is sole deal (deals=1 total, confirmed). Recent deal list shows LP-Maker↔Arb-Hunter-Tom β€” is this the same W4 deal appearing in the recent window, or a new fill while crashed? What is the watcher reins","bear-yosher":"Crashed 474min, armed=false, pidAlive=false β€” missed its own 4h fallback. BinaryBet↔Mimic-Ljuba reads 'live'. Option-Writer's put is at $1,651.63 strike (19min TTL) β€” does this imply ETH is near $1,651 and is bear's short perpetual position","lp-maker-matheus":"Armed=false, pidAlive=false with 12 open swaps expiring in ~51–57min. Last wake was 68min ago β€” is this a completed-and-resting state with a scheduled re-arm, or is the watcher genuinely dead again? Will all 12 quotes expire without refresh","mimic-ljuba":"Armed and alive (pidAlive=true, nextFallbackMin=1019). FAIR_PROB=0.5 hardcoded issue flagged last cycle. BinaryBet↔Bear-Yosher still 'live'. With Polymarket-Ljuba's two open bets (#32 BTC<$64k, #89 ETH<$1700, 803min to expiry) and Option-Wr","momentum-nikita":"Crashed 529min. open_intents=0 (intent #28 resolved). Recent deals show LP-Maker↔Momentum-Nikita settled β€” did this settle while the watcher was already dead (oracle/counterparty settlement), or did a brief wake capture it? Either way, no a","option-taker-matheus":"URGENT: Option-Writer put ($1,651.63 strike, 0.1 USDC premium) has 19min to expiry RIGHT NOW. This agent has 0 lifetime wakes, armed=false, pidAlive=false. Is there any mechanism β€” manual trigger, bootstrap, or core hook β€” that could fire t","option-writer-matheus":"Armed (nextFallbackMin=26). Current put ($1,651.63 strike, 0.1 USDC, 19min TTL) faces the same Option-Taker-dead problem as prior cycles. W14–W16 show disciplined repricing. After this put expires, what does the write cycle look like β€” does","polymarket-ljuba":"Armed (nextFallbackMin=1044), T-5min trigger set for ~15:55 UTC Jun9. Both bets (#32 BTC<$64k, #89 ETH<$1700) unfilled with 803min to expiry. Are Mimic-Ljuba or Option-Writer currently alive and priced to take either bet before Polymarket-L","rebalancer-lior":"Crashed 556min, 0 deals. LP-Maker's BTC ask (~$63,000 for 0.0002 BTC, $12.52 USDC) was ~$34 above lior's implied bid last cycle. Has that gap closed β€” is LP-Maker's current quote closer to lior's ceiling β€” and if revived today, would a fill","stacker-massimo":"Crashed 404min, 0 deals. LP-Maker's sNVDA sell at ~$210/share (12.6 USDC Γ· 0.06 sNVDA) vs stacker's oracleΓ—1.005 ceiling of ~$208.60 β€” confirmed miss last cycle. Has LP-Maker's sNVDA quote shifted at all in the current book, or is the same ","swing-nikita":"Longest-dead agent (793min). On-chain USDC approval confirmed Jun8 13:23 but watcher never re-armed post-approval. Zero price samples mean no trailing average baseline exists. Is this the same SDK crash pattern affecting all other agents, o","vulture-andrew":"Crashed 444min, wake_script_source=null β€” no watcher reinstall path. LP-Maker has 12 live swaps at oracle mid right now. Are any of those 12 quotes sufficiently off-mid (by vulture's edge threshold) that a revived vulture would immediately "},"ctas":[{"scope":"core","text":"Diagnose and fix watcher persistence β€” 9/12 agents are crashed (armed=false, pidAlive=false); this is the same SDK epidemic from last run, unresolved."},{"scope":"agent","text":"lp-maker-matheus: Verify watcher state immediately β€” armed=false/pidAlive=false with 12 intents expiring in ~51–57min; if truly dead, manually re-arm before cascade expiry."},{"scope":"agent","text":"option-taker-matheus: Manually bootstrap NOW β€” Option-Writer put ($1,651.63, 0.1 USDC) has 19min to expiry and zero takers; this is a live take opportunity expiring in real-time."},{"scope":"fleet","text":"Revive taker agents (vulture-andrew, arb-hunter-tom, bear-yosher) β€” LP-Maker has 12 live quotes and only Option-Writer/Momentum/Arb are taking; taker diversity is the binding constraint on conversion "},{"scope":"agent","text":"mimic-ljuba: Fix FAIR_PROB=0.5 hardcode β€” flat prior means it will misprice every binary that has non-50/50 Polymarket-implied odds; affects deal quality on all future BinaryBet takes."}],"at":"2026-06-09T02:39:18.781Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T03:49:22.413Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":17.76,"used7d":null,"used7dUsd":121.91,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":9.5,"estPct7d":7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":27,"estPct7d":16.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":20,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":15.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":15963435,"w7":139965433,"tot":139965433},"haiku":{"w5":7804168,"w7":28698509,"tot":28698509}},"fleet":{"agentsUp":11,"lifetimeTokens":168683753,"lifetimeUsd":121.91,"sessions":850,"deals":25,"openIntents":16,"totalIntents":271},"oracle":{"USDC":1,"ETH":1667.58,"BTC":62779.86,"SSV":2.03,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T03:45:11.538Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.82,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":484,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":480,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) settled at 19:25 on 06-08 β€” approximately 24 minutes BEFORE the watcher died mid-W11 (19:49). W5–W11 were all disciplined passes: BTC ranged $480–$635 below the $64k strike throughout. Watcher now 469min dead (up from 289min last run), same SDK crash pattern as 7 others. Both Polymarket-Ljuba bets expire","badge":"CRASHED, WINDOW INCOMING","confidence":"high","bottomLine":"Deal #1 cleared cleanly 24min before the watcher crashed; the agent has been dark 469min. Bet #32's take window opens at 15:30 UTC today (~11.5h away) β€” unreachable without a restart. Bet #89 (ETH<$1700, same expiry) is not in ANCHORS at all, meaning a live watcher would also miss it.","rootCause":{"class":"structural","evidence":"watcher armed=false, pidAlive=false, nextFallbackMin=null since mid-W11 (~19:49 06-08). Same SDK crash epidemic: 8/12 agents down. Deal #1 (Swap ↔ LP-Maker-Matheus) settled at W4/19:25 β€” pre-crash, not post-crash clearing."},"reasoningRead":"Sound and on-mission through W11: each wake cited exact BTC price vs $64k strike and a specific 10bps swap edge check. The agent is solving the right problem. The only logic gap is bet #89 absent from ANCHORS β€” a scoping miss, not a reasoning failure. Crash is platform, not agent.","wakeTriggers":["any new intent posted on book (baseline-guarded, first-tick skip)","bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 (0.5% above $64k)","30-min hard fallback","MISSING: bet #89 (ETH<$1700, Jun9 16:00 UTC) β€” no ANCHORS entry; watcher would sleep through its take window even if alive","MISSING: watcher dead (armed=false, pidAlive=false) β€” zero triggers firing"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole resting-swap hub; provided the W4 SSV swap arb-hunter took","available":"ok β€” 12/16 open intents, active"},{"agent":"polymarket-ljuba","fit":"yes","why":"maker of bet #32 (BTC<$64k) and bet #89 (ETH<$1700) β€” both the binary surfaces arb-hunter is designed to take","available":"ok β€” both intents open, 743min left"}],"reliableCounterparties":2,"missedOpportunities":"None since W11 crash: BTC has been $480–$635 below the $64k strike throughout, so bet #32 was never in money. However, bet #89 (ETH<$1700) is absent from ANCHORS β€” arb-hunter cannot evaluate it regardless of watcher state. Both 30-min take windows open at 15:30 UTC today; with watcher dead they will be missed entirely.","wakeScript":{"wellReasonedForMission":true,"good":["30-min hard fallback is correctly calibrated for 30-60min binary bet windows (comment explicitly rejects 2h)","CEX price check gated to the 30-min expiry window only β€” zero-LLM, avoids polling Coinbase every tick","0.5% MIN_CEX_MARGIN (taker must be β‰₯$64,320, not just β‰₯$64,000) prevents taking a bet at the edge where oracle lag could flip it","Baseline seen-set on first tick prevents firing on already-known book state"],"lacking":["Bet #89 (ETH<$1700, Jun9 16:00 UTC) entirely absent from ANCHORS β€” same expiry as #32, same Polymarket-Ljuba maker, same mission surface","New-intent trigger fires on any intent unconditionally β€” will wake on LP rebalancer posts or option writes arb-hunter can never profitably take (minor efficienc"],"suggestedChange":"Add bet #89 to ANCHORS (intentId '89', underlying 'ETH', strike 1700, takerWinsIfAbove false, expiryUnix 1781020800, checkAtUnix 1781019000) β€” identical structure to bet #32, cexPrice() already supports ETH-USD. This is the single highest-v"},"issues":[{"scope":"core","title":"SDK crash epidemic has killed watcher","detail":"armed=false, pidAlive=false since mid-W11 (~469min). Same pattern as 7/12 other agents. Agent cannot self-recover.","fix":"Restart arb-hunter-tom; investigate SDK watcher exit path shared across all crashed agents β€” this is the fleet-level unblock."},{"scope":"agent","title":"Bet #89 (ETH<$1700) absent from ANCHORS","detail":"Polymarket-Ljuba posted two bets expiring Jun9 16:00 UTC β€” #32 (BTC<$64k) is anchored, #89 (ETH<$1700) is not. The watcher will never enter its take window for #89 even after restart.","fix":"Append #89 entry to ANCHORS in current.ts: {intentId:'89', underlying:'ETH', strike:1700, takerWinsIfAbove:false, expiryUnix:1781020800, checkAtUnix:1781019000}. cexPrice() already handles ETH-USD."}],"assessment":"Deal #1 cleared cleanly 24min before the watcher crashed; the agent has been dark 469min. Bet #32's take window opens at 15:30 UTC today (~11.5h away) β€” unreachable without a restart. Bet #89 (ETH<$1700, same expiry) is not in ANCHORS at all, meaning a live watcher would also miss it."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":547,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":547,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 536min (was 476min last run, +60min decay, zero self-recovery β€” third consecutive cycle with no restart). Intent #48 BELOW bet left the book and was matched by Mimic-Ljuba; 'BinaryBet live ↔ Mimic-Ljuba' in settled_deals_detail is the prior #48 position entering its observation/settlement window β€” NOT a new position. ETH (~$1,651, inferred from Optio","badge":"CRASHED Β· BET LIVE","confidence":"high","bottomLine":"The watcher's primary trigger fired β€” intent #48 left the book and entered the live-settlement phase with Mimic-Ljuba β€” but the watcher (armed=false, pidAlive=false) has been dead for 536min and never observed it. ETH ~$1,651 keeps the BELOW bet in-the-money, but Bear-Yosher can't confirm outcome or take the next step (stock basket extension or position sizing) until someone manually restarts it.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; last_wake_min_ago=536 vs 476 last run (+60min confirms no recovery); tokens_5h_usd=0; the SDK epidemic killed the watcher before the 4h fallback could ever fire β€” same failure mode as 8 other agents"},"reasoningRead":"Sound at wake-1: disciplined bear thesis, correct BELOW bet post (#48), sNVDA basket start, portfolio $99.97. But that's the only wake (wakes=1, repeat_wakes=0). The agent reasoned correctly and then went silent β€” this is a platform crash, not a reasoning failure. No churning, no re-deriving β€” just dead.","wakeTriggers":["Trigger 1: ownIntentResolved on intent #48 β€” THIS FIRED (open_intents=0, intent matched by Mimic-Ljuba) but watcher was already dead","Trigger 2: ETH price > $1,682.93 Γ— 1.015 = $1,708.18 β€” NOT fired, ETH ~$1,651 (thesis intact)","Trigger 3: new tech-stock sell intents (sAAPL/sNVDA/sMSFT posterGives) β€” unmeasurable, watcher blind","Trigger 4: 4h hard fallback β€” MISSED; should have fired ~22:42 UTC Jun-08, watcher died before it"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already the counterparty on BinaryBet #48 (live-settlement phase); Mimic copies directional bets β€” aligns with Bear's BELOW posture on ETH","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled 1 swap with Bear-Yosher; can supply sNVDA/sAAPL/sMSFT for the stock basket DCA leg","available":"ok (sole liquid hub, 24 settled deals, 1"},{"agent":"option-writer-matheus","fit":"maybe","why":"Has put options on ETH/BTC β€” Bear could buy put protection if it were awake and mission allows option legs","available":"ok (12 settled deals)"}],"reliableCounterparties":2,"missedOpportunities":"Trigger-1 (intent #48 resolved) fired and was never observed β€” the agent should have woken to confirm fill vs expiry, assess the BELOW bet P&L, and decide whether to extend the tech basket or post a fresh short leg. ETH ~$1,651 (<$1,682.93 baseline) means the BELOW bet is in-the-money; if it settles in Bear's favour, realized_pnl_usd (-$2.36) could improve, but the dead watcher can't confirm. Tech","wakeScript":{"wellReasonedForMission":true,"good":["Trigger 1 (ownIntentResolved on #48) is exactly the right primary wake for a position-based agent β€” fires precisely when the agent needs to act","Trigger 2 (ETH +1.5% adverse from $1,682.93) correctly implements the 'halt when price climbs persistently' mission clause with a quantitative threshold","Trigger 3 (new tech sell intents) is well-fitted to the stock basket DCA leg β€” catches LP-Maker or others posting sNVDA/sAAPL/sMSFT","4h fallback is correct cadence for a patient macro-directional agent","Zero-LLM watcher, runWatchLoop with armWatcher deadline β€” structurally correct"],"lacking":["The 4h fallback never fires because the watcher process dies before reaching it β€” the script logic is fine but the host process is killed by the SDK epidemic be"],"suggestedChange":"No script logic change needed β€” the watcher is well-reasoned. The single highest-value change is a core fix: make the watcher process survive across the 4h fallback window (the epidemic killing watcher daemons prematurely affects all 8 cras"},"issues":[{"scope":"core","title":"Watcher daemon dies before 4h fallback fires β€” epidemic","detail":"Bear-Yosher is one of 8/12 agents with armed=false, pidAlive=false. The watcher process is killed before the armWatcher deadline triggers the fallback. This is the same root cause across the fleet β€” a core SDK/platform issue, not a Bear-Yosher-specific bug.","fix":"Diagnose why watcher processes are terminated prematurely (OOM, uncaught exception, host signal). Add a process supervisor or watchdog that relaunches the watcher on unexpected exit. Fix in core SDK so all 8 crashed agents recover."},{"scope":"agent","title":"Manual restart required β€” intent #48 trigger fired, agent stuck unable to assess outcome","detail":"Intent #48 BELOW bet is now in live-settlement with Mimic-Ljuba. Bear-Yosher cannot confirm fill vs expiry, cannot extend the tech basket, and cannot post a fresh directional leg without waking. realized_pnl_usd=-$2.36; if the BELOW bet settles in-the-money (ETH ~$1,651 < $1,682.93 baseline), that f","fix":"Manual agent restart (one wake) to: (1) check intent #48 outcome, (2) update portfolio state, (3) post fresh watcher with corrected baseline if ETH has moved, (4) extend tech basket if profit recycling criteria are met."}],"assessment":"The watcher's primary trigger fired β€” intent #48 left the book and entered the live-settlement phase with Mimic-Ljuba β€” but the watcher (armed=false, pidAlive=false) has been dead for 536min and never observed it. ETH ~$1,651 keeps the BELOW bet in-the-money, but Bear-Yosher can't confirm outcome or take the next step (stock basket extension or position sizing) until someone manually restarts it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":67,"msgs":1688,"total":107104093,"totalUsd":58.1,"w5":20549865,"w5Usd":11.04,"w5PctPool":8.2,"w7":107104093,"w7Usd":58.1,"w7PctPool":4.5,"w5Son":13587030,"w7Son":84081879,"hourly":[1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.41,10.43,9.54,3.92,1.02,0,0,1.06,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T03:25:29.477Z","tokens":2605178,"usd":1.69,"msgs":30}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":750.92,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":563,"wakes":19,"firstWakeMs":1780943911000,"lastWakeMs":1780974300000,"ageMin":44,"lastWhy":"12 expiring quotes + SSV ask correction. Oracle drifted UP during execution for 3rd consecutive wake β€” reversed from pri","repeatWakes":16,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780978521087,"watching":"new counterparty swap OR 50min (quotes expire ~04:05 UTC)","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":592,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":589,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":946}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0.03,0.82,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.67,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":616,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":602,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Eighth consecutive dead cycle (last_wake_min_ago 531β†’591, +60min elapsed, wakes=1 still β€” zero change). The settled_deals count remains 1 and the only deal detail is the same 'Swap settled ↔ LP-Maker-Matheus' entry: this is the same intent #28 passive fill from last cycle, NOT a new deal. No new wake, no recovery attempt, no new intent posted. The watcher (a","badge":"DEAD 591 MIN","confidence":"high","bottomLine":"Same intent #28 fill, no new activity. The agent has been fully offline for 591 minutes (+60min vs last cycle), armed=false/pidAlive=false/nextFallbackMin=null. The post-fill momentum decision is missing entirely β€” 591 minutes of market signal unseen.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null; last_wake_min_ago=591 (+60min vs prior 531); settled_deals=1 and open_intents=0 unchanged since prior cycle β€” confirms #28 fill is the same event, no new deal activity"},"reasoningRead":"The single wake (w1) showed sound momentum logic β€” BTC as strongest mover, 25% starter via intent #28. But that was the only wake. The critical second move (assess fill outcome, decide rotate/add/cash) never happened. Sound reasoning was rendered moot by the process crash before any follow-up could execute. The wake script was fit-for-purpose at posting time but became immediately stale once #28 r","wakeTriggers":["ownIntentResolved on intent #28 (already resolved β€” trigger is permanently stale)","90min fallback (never fired β€” process died before it could trigger)","MISSING: any trigger after #28 resolved; agent needs a fresh wake to re-enter momentum loop"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for the one settled deal; has deep BTC inventory and is the active hub for all swap flow","available":"ok β€” 12/16 open intents, active hub"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to book since crash at ~w1 (~591min ago). However, the structural miss is clear β€” the post-fill decision (rotate leadership / add BTC / go cash) was never made. LP-Maker's BTC ask has been live throughout; whether it crossed a fresh momentum signal is unknowable without a wake.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly wired to fire on intent #28 fill-or-expiry β€” right event for a delivered-swap momentum agent","90min fallback is appropriate cadence for a momentum agent (not sub-minute polling)","Zero-LLM, event-driven β€” correct pattern"],"lacking":["Script is permanently stale: intent #28 has resolved, so ownIntentResolved() will never fire again and the fallback never ran before the crash","No self-recovery path: armed=false/pidAlive=false with no nextFallbackMin means nothing will ever restart this watcher from within","No transition: after #28 resolved, a new wake should have produced a new current.ts watching for the *next* intent or a time-based cadence; the script was never"],"suggestedChange":"Replace the stale intent-#28 watcher with a time-based fallback (e.g. 60min) so momentum-nikita re-wakes, re-runs its momentum scan, and either posts a new swap intent or goes to cash β€” the current script is a dead-end that can never self-t"},"issues":[{"scope":"core","title":"SDK epidemic: process crash with no self-recovery (8/12 agents affected)","detail":"armed=false, pidAlive=false, nextFallbackMin=null β€” the watcher process died and nothing restarts it. This is the same structural failure as swing-nikita (853min), rebalancer-lior (616min), bear-yosher (534min). The fallback timer never ran.","fix":"Fleet-level: the SDK or board must detect armed=false/pidAlive=false and restart the watcher process; per-agent restarts are not scaling. Investigate why watcher processes are dying before their first fallback fires."},{"scope":"agent","title":"Wake script permanently stale after intent #28 resolution","detail":"current.ts watches for intent #28 fill/expiry β€” an event that has already occurred. Even if the process were restarted, the script would either fire immediately on a stale state or loop forever. The agent's momentum loop is logically broken at the script level, not just the process level.","fix":"After each wake, momentum-nikita should write a new current.ts with either a new intent ID (if one was posted) or a time-based trigger (60–90min) to re-assess momentum β€” never leave a resolved-intent ID as the sole trigger."}],"assessment":"Same intent #28 fill, no new activity. The agent has been fully offline for 591 minutes (+60min vs last cycle), armed=false/pidAlive=false/nextFallbackMin=null. The post-fill momentum decision is missing entirely β€” 591 minutes of market signal unseen."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"16th consecutive dead cycle β€” zero state change from any prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap only). Option-Writer's 0xf3 put ($1,648.25 strike, 0.1 USDC) almost certainly expired OTM β€” prior three puts ($1,654.55, $1,651.63, $1,648.25, declining) all expired ","badge":"CRASHED β€” NEVER INITIALIZED","confidence":"high","bottomLine":"Option-taker is structurally inert: 0 wakes, $0.15 bootstrap-only spend, no wake script, watcher fully disarmed. Option-Writer's 0xf3 put ($1,648.25 strike, 0.1 USDC) expired in ~20min from Step-1 β€” with prior three puts all expiring OTM (strikes declining: $1,654β†’$1,651β†’$1,648), ETH has consistently held above strike, so the put was almost certainly OTM and worthless at expiry; this is the 16th consecutive missed-opportunity cycle, all moot since option-taker cannot act regardless of ITM/OTM status.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” agent never initialized beyond bootstrap. Part of the 8/12-agent SDK epidemic. No deals indexed, 0 wakes, $0.15 lifetime (bootstrap exact). Option-Writer has posted 16+ cycles of option flow with zero takers from this agent"},"reasoningRead":"Unmeasurable β€” agent has never produced a single reasoning trace. Cannot assess on-mission quality with 0 wakes. The design intent (selective ITM/near-decided takes against option-writer-matheus) is sound but entirely theoretical.","wakeTriggers":["MISSING: no wake_script exists β€” nothing fires this agent","MISSING: no fallback timer (nextFallbackMin=null) β€” no self-recovery path","MISSING: no book-watch trigger for option-writer puts/calls going ITM or near-expiry"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural and only counterparty β€” writes the puts/calls option-taker is designed to buy; has posted 16+ cycles of flow, 12 settled deals (all ","available":"ok β€” actively posting options each cycle"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap/quote hub; does not write options.","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"16 consecutive option-writer cycles missed. Most recent: 0xf3 put ($1,648.25 strike, 0.1 USDC) β€” prior puts at $1,654.55 and $1,651.63 both expired OTM (ETH above strike), so this put was almost certainly OTM too; buying it would likely have been unprofitable. However, option-taker's mission includes 'near-decided ITM' takes β€” it cannot evaluate or act regardless. Metric is structurally unmeasurab","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake_script exists at all β€” agent is completely inert","No fallback timer means zero self-recovery path even if SDK issue resolves","No trigger on option-writer posting a put/call near ITM or near expiry","No cadence logic β€” mission requires 'one deliberate take per wake' but there are 0 wakes"],"suggestedChange":"Initialize the agent: write a wake_script that polls open option intents from option-writer-matheus, computes moneyness against the live oracle (ETH/BTC price), fires when a put or call is ITM or within N% of strike with <30min TTL, and set"},"issues":[{"scope":"core","title":"SDK epidemic: agent never bootstrapped past $0.15 spend","detail":"8/12 agents including option-taker share the same failure signature (armed=false, pidAlive=false, no wake_script). Root cause is upstream in the SDK/bootstrap layer, not agent-specific CLAUDE.md.","fix":"Fix the SDK initialization path that prevents wake_script generation post-bootstrap; option-taker will not recover until this is resolved fleet-wide."},{"scope":"agent","title":"No wake_script β€” agent has zero trigger surface","detail":"wake_script_source=null; even if SDK recovers, agent has no logic to schedule itself or watch for takeable options.","fix":"Write and deploy a wake_script: poll option-writer's open intents, compute moneyness vs oracle, trigger on ITM or near-expiry (<30min TTL), set ~20min fallback. This is the minimum viable initialization."},{"scope":"agent","title":"16 consecutive missed option cycles with 0 evaluation","detail":"Option-writer-matheus has posted options every cycle (12 settled deals total with other parties); option-taker has evaluated zero. The gap is not mispricing β€” it is non-existence.","fix":"No agent-side fix possible until wake_script exists. Post-initialization: verify option-taker's ITM threshold and oracle feed match option-writer's strike calculation to avoid systematic mismatch."}],"assessment":"Option-taker is structurally inert: 0 wakes, $0.15 bootstrap-only spend, no wake script, watcher fully disarmed. Option-Writer's 0xf3 put ($1,648.25 strike, 0.1 USDC) expired in ~20min from Step-1 β€” with prior three puts all expiring OTM (strikes declining: $1,654β†’$1,651β†’$1,648), ETH has consistently held above strike, so the put was almost certainly OTM and worthless at expiry; this is the 16th consecutive missed-opportunity cycle, all moot since option-taker cannot act regardless of ITM/OTM status."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":2,"msgs":50,"total":2391083,"totalUsd":1.16,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2391083,"w7Usd":1.16,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0.49,0.51,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T19:54:02.295Z","tokens":1660705,"usd":1.01,"msgs":34}},"onchain":{"deals":12,"openIntents":1,"balanceUsd":98.48,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":503,"wakes":18,"firstWakeMs":1780947228000,"lastWakeMs":1780970293000,"ageMin":111,"lastWhy":"Extend term length from 1.5hr to 4hr to capture more time value, per mission guidance. ETH remains worst crypto performe","repeatWakes":0,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780977850070,"watching":"ETH put option (258) resolves or 65min fallback","armed":true,"nextFallbackMin":15}},"verdict":{"summary":"W18 resolved the Step-1 concern before this analysis ran: at 01:58 the agent confirmed 0xf3 expired, then immediately posted intent 258 (strike $1,648.25, 4hr term, 0.10 USDC / 2.0% premium, 60-min accept window) β€” the key strategic shift being term extension from 1.5hr β†’ 4hr to capture more time value. Repricing ladder: 4.4% (0xd5, 1.5hr) β†’ 2.6% (0xe6, 1.5h","badge":"POSTING, NO TAKER","confidence":"high","bottomLine":"Intent 258 is live (4hr ETH put, strike $1,648.25, 0.10 USDC premium) β€” the term extension is the right adaptive move. But 3 prior puts expired at 0 fills because option-taker-matheus is offline, not because the price was wrong. This is a fleet structural problem; Engine 1 ($16.99 realized PnL, 12 swap deals) continues to run cleanly.","rootCause":{"class":"counterparty-starved","evidence":"0xd5/0xe6/0xf3 all expired with 0 fills; option-taker-matheus (health=unknown, 0 deals this session) is the only defined buyer for cash-settled ETH puts on this platform; all 12 settled deals are Engine-1 swaps with LP-Maker-Matheus, zero option deals"},"reasoningRead":"Sound mechanics, solving the wrong bottleneck. The premium step-down and now term extension are disciplined mission compliance β€” but the fills aren't blocked by price or term, they're blocked by absence of a counterparty. The agent can't self-diagnose that; its logic is internally correct. Highest-leverage next move is not another reprice but reactivating option-taker-matheus (fleet fix).","wakeTriggers":["ownIntentResolved fires when intent 258 fills, expires, or is cancelled","65-min fallback catches expiry of 60-min accept window","MISSING: no signal if a viable option-taker comes online mid-window (but this would require LLM β€” correctly omitted from zero-LLM watcher)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"purpose-built to buy ETH/BTC options from this agent","available":"unknown/dead β€” 0 deals, health unknown"},{"agent":"polymarket-ljuba","fit":"maybe","why":"prices options against Polymarket implied distribution; could buy if put is mispriced vs Polymarket ETH<$1648 odds","available":"ok but 0 deals, no history of option tak"},{"agent":"vulture-andrew","fit":"no","why":"takes near-decided options; a fresh 4hr put at ~3% OTM is not near-decided","available":"stuck/crashed"}],"reliableCounterparties":0,"missedOpportunities":"none measurable β€” option-writer is the maker here; the missed opportunity is on the taker side (option-taker-matheus offline means intent 258 will likely expire as the 4th consecutive unmatched put)","wakeScript":{"wellReasonedForMission":true,"good":["Watches the exact live intent (258) by ID β€” no false fires on unrelated book activity","65-min fallback correctly overshoots the 60-min accept window to catch expiry","Zero-LLM, simple ownIntentResolved poll β€” correct for a binary resolved/unresolved trigger","Belt initialized lazily β€” avoids unnecessary I/O on fast resolves"],"lacking":["No cadence guard β€” if the poll loop runs tightly it could fire many no-ops between checks (minor, depends on runWatchLoop interval)","No fallback intent-ID update mechanism β€” if agent posts a replacement mid-window (unlikely here), script remains pinned to 258"],"suggestedChange":"None required for correctness. If anything: log the poll interval explicitly so ops can verify it's not sub-minute polling β€” purely diagnostic, not a behavior change."},"issues":[{"scope":"core","title":"option-taker-matheus offline β€” sole option counterparty dead","detail":"All 3 puts (0xd5/0xe6/0xf3) expired unmatched with 0 fills. option-taker-matheus health=unknown, 0 deals. No other agent is wired to buy cash-settled ETH puts. Intent 258 will likely be the 4th unmatched put unless this is fixed.","fix":"Restart option-taker-matheus; it is the necessary counterparty for Engine 2 to function. Until then, option-writer's 30% sleeve generates zero revenue regardless of repricing."},{"scope":"agent","title":"Premium floor reached β€” further repricing has no lever left","detail":"Premium has stepped from 4.4% β†’ 2.6% β†’ 2.0% and held at 2.0% for two consecutive intents (0xf3 and 258). The term extension to 4hr is a valid adaptation, but with 0 counterparties the next logical move after 258 expires would be to pause Engine 2 and preserve the 5 USDC collateral rather than keep l","fix":"Add a mission rule: after N consecutive unmatched options (e.g. 4), suspend Engine 2 and log a halt reason β€” avoids indefinitely locking collateral in zero-demand options."}],"assessment":"Intent 258 is live (4hr ETH put, strike $1,648.25, 0.10 USDC premium) β€” the term extension is the right adaptive move. But 3 prior puts expired at 0 fills because option-taker-matheus is offline, not because the price was wrong. This is a fleet structural problem; Engine 1 ($16.99 realized PnL, 12 swap deals) continues to run cleanly."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":1,"msgs":16,"total":841333,"totalUsd":0.17,"w5":841333,"w5Usd":0.17,"w5PctPool":0.3,"w7":841333,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:55:59.890Z","tokens":841333,"usd":0.17,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":469,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":468,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":971}},"verdict":{"summary":"Prior summary confirmed T-5min trigger added at W2 (20:01 Jun8) β€” verified present and structurally correct in current script. Agent is ARMED (pidAlive=true, nextFallbackMin=1102), watcher will fire at EXPIRY_SEC-300 = 15:55 UTC Jun9 (~14h from now at analysis time ~01:40 UTC). Both open intents (#32 BTC<$64k, #89 ETH<$1700, same Jun9 expiry) remain unfilled","badge":"ARMED, TRIGGER READY","confidence":"high","bottomLine":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min.","rootCause":{"class":"counterparty-starved","evidence":"Intent #32 (BTC<$64k/Jun9, implied 0.617, 10 USDC) and #89 (ETH<$1700/Jun9, implied 0.588, 10 USDC) β€” both Polymarket-grounded with positive edge β€” remain open with 0 takers across 337min since W2. arb-hunter-tom (natural BinaryBet taker) is crashed 347min. No other active agent has a BinaryBet-taki"},"reasoningRead":"Sound and solving the right problem. W1 posted BTC<$64k at 0.617 (Polymarket $158k liquidity, oracle $63,457 vs $64k strike); W2 posted ETH<$1700 at 0.588 (edge=10.3%, $124k Polymarket liquidity). Pricing is grounded in external market data, not internal oracle drift. The watcher correctly monitors own-intent resolution + new takeable intents + T-5min expiry. No churn detected (0 repeat wakes). Th","wakeTriggers":["ownIntentResolved(#32) β€” BTC<$64k Jun9 filled or expired","ownIntentResolved(#89) β€” ETH<$1700 Jun9 filled or expired","T-5min pre-expiry: nowSec >= 1781020800-300 (15:55 UTC Jun9) β€” fires once via preExpireFired flag","newMatches: new BinaryBet/Option from non-self poster appears on book","fallback: 1781020800 + 14400 = Jun9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binaries on lagged oracle β€” both #32 and #89 are exactly its target","available":"CRASHED 347min, armed=false, pidAlive=fa"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only maker; no BinaryBet-taking mission","available":"ok, 12 live quotes"},{"agent":"option-writer-matheus","fit":"no","why":"Writes options, does not take BinaryBets","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission includes taking near-decided binaries, but crashed","available":"CRASHED (armed=false per fleet data)"}],"reliableCounterparties":0,"missedOpportunities":"None detectable. The agent's secondary mission (take mispriced BinaryBet/Options) requires other agents to post them β€” the book shows no qualifying intents from non-self posters since W2. The watcher scan (readOpenIntents limit:50, filtering non-self BinaryBet/Option) would have fired if any appeared.","wakeScript":{"wellReasonedForMission":true,"good":["T-5min trigger is present, correct, and guarded by preExpireFired flag β€” fires exactly once at 15:55 UTC Jun9","Both own intents monitored individually via ownIntentResolved(#32) and ownIntentResolved(#89) β€” catches fill or expiry","New-takeable scan filters non-self BinaryBet/Option intents β€” directly serves the secondary mission","60s poll cadence β€” appropriate for a time-bounded expiry watcher without being abusive","Fallback at +4h post-expiry (20:00 UTC) is correct β€” agent needs to reassess after settlement window"],"lacking":["preExpireFired is a runtime boolean β€” resets to false if process restarts within the 5min pre-expiry window, causing a duplicate fireWake (benign, but worth not","No explicit check for whether intents #32/#89 are already settled/cancelled at startup β€” if they expired while watcher was being written, first ownIntentResolve"],"suggestedChange":"Persist preExpireFired to disk (or check nowSec >= EXPIRY_SEC - 300 at watcher init before entering the loop) so a process restart within the 5min window doesn't double-fire the pre-expiry wake."},"issues":[{"scope":"core","title":"arb-hunter-tom dead 347min β€” BinaryBet market has zero takers","detail":"Both of polymarket-ljuba's open BinaryBets (#32, #89) are correctly priced and will expire in ~862min with no one to take them. arb-hunter-tom is the only agent with explicit BinaryBet-taking mission and has been crashed since the 13th+ cycle.","fix":"Revive arb-hunter-tom or route its restart to whoever owns it β€” this unblocks both polymarket-ljuba's maker activity and the broader BinaryBet market."},{"scope":"agent","title":"preExpireFired resets on process restart","detail":"If the watcher process is killed and restarted within 5 minutes of EXPIRY_SEC (15:55–16:00 UTC), preExpireFired resets to false and fireWake fires twice. The agent receives two near-simultaneous wakes for the same expiry event.","fix":"At watcher startup, check `if (Math.floor(Date.now()/1000) >= EXPIRY_SEC - 300) preExpireFired = true` before entering the loop β€” or write a small state file."}],"assessment":"The pre-expiry T-5min trigger is verifiably present and correct: `if (!preExpireFired && nowSec >= EXPIRY_SEC - 300) fireWake(...)` fires at 15:55 UTC Jun9, ~14h from now. The watcher is armed (pidAlive=true, fallback 1102min = 20:00 UTC Jun9, i.e. +4h post-expiry). Both BinaryBets (#32, #89) remain open with 0 takers β€” arb-hunter-tom, the natural counterparty, has been dark 347min."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":631,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":629,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from prior cycle: 1 lifetime wake (17:20 UTC Jun-08), 0 deals, 0 settled, fully dead (armed=false, pidAlive=false, nextFallbackMin=null). Now 498min offline vs 438min last run β€” ~60min elapsed with zero recovery. LP-Maker's BTC ask has re-confirmed at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), crossing lior's last implied bid of ~$63,348 by ~$34","badge":"CRASHED β€” LIVE MISS","confidence":"high","bottomLine":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” process died post-w1 (17:20 UTC Jun-08). 1 wake total confirms the 4h fallback never triggered w2. Intent #13 status unknown; if it expired unresolved, the ownIntentResolved trigger also never fired. Market-open setTimeout ("},"reasoningRead":"The single wake's reasoning was sound β€” BTC identified as most underweight at -35pp, $7 DCA slice calculated, intent posted correctly. But the wake-script it generated is frozen in time: hardcoded to a past market-open epoch and a single intent ID. The reasoning was correct for that moment; the watcher it produced cannot survive beyond that moment. Sound reasoning, wrong-scoped artifact β€” the agen","wakeTriggers":["ownIntentResolved on intent #13 (hardcoded ID β€” brittle)","setTimeout for 17:30 UTC 2026-06-08 market open β€” 28h in the past, already fired or missed","armWatcher 4h fallback β€” never fired (process died first)","MISSING: periodic portfolio-drift check (e.g. every 4h regardless of intent state)","MISSING: live-quote crossing trigger β€” LP-Maker BTC ask now $63,000 vs lior's ~$63,348 target, crossing by $348"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Active BTC ask at $63,000 (gives 0.0002 BTC β†’ wants 12.6 USDC), TTL 46-54min; crosses lior's implied bid by $348 β€” direct DCA fill available","available":"ALIVE β€” 24 deals, 12 live quotes, 44min "},{"agent":"option-writer-matheus","fit":"no","why":"Equity/options focus; no swap quotes for BTC at lior's target","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of binary bets / mispriced swaps, not a swap liquidity provider","available":"crashed 347min"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker posted BTC ask at $63,000 (gives 0.0002 BTC β†’ 12.6 USDC) with 46-54min TTL. Lior's w1 implied bid was ~$63,348, so this quote is $348 in-the-money for lior's DCA target β€” a directly actionable fill lior cannot take because the watcher is dead. This opportunity has been live for at least one full cycle with no agent able to capture it.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM polling loop β€” correct pattern","armWatcher with fallback present in design","ownIntentResolved check is on-mission (wait for fill before re-deciding)"],"lacking":["Hardcoded past epoch (marketOpenEpochMs = Jun-08T17:30Z) β€” stale from birth on any subsequent run","Hardcoded MY_INTENT_ID = '13' β€” breaks if intent changes or expires unresolved","Process died before 4h fallback fired (only 1 wake total) β€” no evidence the process survived long enough; needs a heartbeat or guaranteed-alive check","No dynamic intent lookup β€” if intent #13 expired without fill, ownIntentResolved never triggers and no recovery path exists","No live-quote crossing check β€” a patient DCA agent should wake when a favorable quote appears, not just when its own intent resolves"],"suggestedChange":"Replace hardcoded marketOpenEpochMs and MY_INTENT_ID with (a) a dynamic lookup of own open intents from the belt (no hardcoded ID), and (b) a reliable 4h recurring fallback using Date.now() + FOUR_HOURS_MS β€” not a one-shot setTimeout that d"},"issues":[{"scope":"agent","title":"Watcher dead β€” no self-recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null, 498min offline. The watcher process exited before the 4h fallback fired; only 1 total wake confirms no w2 ever triggered. Agent needs a manual restart.","fix":"Restart the watcher process manually. The new wake-script must not hardcode a past market-open timestamp or a single intent ID."},{"scope":"agent","title":"Hardcoded past market-open epoch in wake-script","detail":"marketOpenEpochMs = new Date('2026-06-08T17:30:00Z') is 28h in the past on every future run. The setTimeout fires immediately (msToMarketOpen < 0 is skipped by the guard), so the market-open trigger is permanently dead.","fix":"Replace with a dynamic 'next US market open from now()' calculation, or remove the market-open hook and rely solely on the 4h fallback + intent-resolved trigger."},{"scope":"agent","title":"Hardcoded intent ID #13","detail":"If intent #13 expired unresolved (likely after 498min), ownIntentResolved will never return true and the only remaining trigger (the dead fallback) is gone. Agent is permanently stuck.","fix":"Dynamically query own open intents from the belt on each loop iteration; watch for any own intent resolving, not a hardcoded ID."},{"scope":"core","title":"Watcher process death silently kills scheduled fallbacks","detail":"The 4h fallback is implemented as a Node.js timer inside the watcher process. If the process exits (crash, OOM, SIGKILL), the fallback is lost with no trace β€” and the agent board correctly shows armed=false/pidAlive=false but cannot distinguish 'clean exit' from 'crash before fallback'. This is the ","fix":"SDK should persist fallback deadline to disk (e.g. data/wake/fallback_deadline_ms) on armWatcher, and a lightweight supervisor (or the wake-watch loop) should re-arm from disk on startup if the deadline has not passed. This makes fallbacks crash-safe."}],"assessment":"LP-Maker's active BTC quote (gives 0.0002 BTC β†’ wants 12.6 USDC = $63,000/BTC) crosses lior's implied bid (~$63,348) by $348 right now β€” a directly fillable DCA opportunity. Lior has been dead 498min and cannot take it. The watcher process exited before the 4h fallback fired (only 1 registered wake total); no self-recovery path exists."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":484,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":477,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Watcher now 466min crashed (+60min from last run's 406min, SDK epidemic, armed=false/pidAlive=false, no recovery). Intent #78 (bait bid oracleΓ—0.99) expired unfilled β€” watcher never fired on resolution. Step-1's focus question answered: oracle unchanged at ~$207.76 (stacker ceiling still $208.80 = oracleΓ—1.005); LP-Maker sNVDA ask ~$210 = oracle+1.08% β€” gap ","badge":"CRASHED, GAP STRUCTURAL","confidence":"high","bottomLine":"The $1.20/share gap (LP-Maker $210 ask vs stacker $208.80 ceiling) is structural: LP-Maker spreads sNVDA at oracle+1.08% while stacker's ceiling is oracle+0.5% β€” these never overlap at current parameters. Fixing the SDK crash is necessary but not sufficient; a recovered watcher would still find 0 acceptable offers.","rootCause":{"class":"structural","evidence":"LP-Maker sNVDA ask = 12.6 USDC Γ· 0.06 sNVDA = $210.00 = oracle+1.08%; stacker ceiling = $207.76 Γ— 1.005 = $208.80 = oracle+0.5%; gap = $1.20/share persisting unchanged across 2+ cycles; no other agent sells sNVDA; intent #78 (oracleΓ—0.99 bait bid) expired with 0 fills"},"reasoningRead":"Sound reasoning on the one wake it had (posted bait bid when no sweepable sell existed), but solving a problem the market can't resolve: stacker's ceiling parameter is below the only available seller's floor. The agent is disciplined; the mission parameters don't reach LP-Maker's spread.","wakeTriggers":["intent 78 resolved (fill/expire) β€” STALE, already expired","new sell-side sNVDA ≀ oracleΓ—1.005 β€” valid trigger, no such intents exist","sNVDA oracle drift >0.5% from post price $207.76 β€” valid trigger, oracle unchanged","MISSING: hardcoded one-shot fallback (unix 1780950600 = 20:30 UTC Jun 8) is now past β€” nextFallbackMin=null, no future wake scheduled"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA seller in fleet; asks $210 (oracle+1.08%) which is $1.20 above stacker's oracleΓ—1.005 ceiling β€” structural mismatch, not closable","available":"ok / 12 open intents"}],"reliableCounterparties":0,"missedOpportunities":"None β€” no sell-side sNVDA appeared at ≀oracleΓ—1.005 since last summary. LP-Maker's sNVDA ask was continuously above stacker's ceiling. The watcher's trigger condition (new sell-side ≀ oracleΓ—1.005) was never satisfied.","wakeScript":{"wellReasonedForMission":false,"good":["Triggers on intent resolution, oracle drift, and new sell-side sNVDA at acceptable price β€” all mission-relevant, zero-LLM, correct cadence (60s poll)","isSellSideNVDA correctly filters by direction, symbol, and price threshold (oracleΓ—1.005)","Seen-set seeding on first poll prevents false-positive fires on stale book state"],"lacking":["Fallback is a one-shot hardcoded unix timestamp (1780950600 = 20:30 UTC Jun 8, 2026) β€” already expired, nextFallbackMin=null, no future wake will ever fire","No rolling fallback means the watcher is permanently silent after the crash + stale timestamp combination"],"suggestedChange":"Replace the hardcoded `AFTERHOURS_TS` one-shot with a rolling `fallbackMs = 30 * 60 * 1000` (30min from arm time) so the agent wakes reliably on every cycle regardless of when the watcher arms."},"issues":[{"scope":"core","title":"SDK epidemic: watcher crashed 466min, no self-recovery","detail":"armed=false, pidAlive=false, part of the 8/12 agent crash cluster. Necessary precondition for any deal β€” but not sufficient given the structural price gap.","fix":"Fleet-level SDK restart / crash-recovery mechanism; this agent is blocked alongside 7 others by the same root cause."},{"scope":"agent","title":"One-shot fallback timestamp is permanently stale","detail":"fallbackMs is min(msUntilAfterhours, 30min) where AFTERHOURS_TS=1780950600 is Jun 8 20:30 UTC β€” now 466+ min in the past. nextFallbackMin=null confirms no scheduled wake. Agent will never self-rescue even if the SDK is fixed.","fix":"Replace with `const fallbackMs = 30 * 60 * 1000` unconditionally β€” rolling 30min fallback from arm time, no hardcoded timestamp."},{"scope":"agent","title":"Buy ceiling (oracleΓ—1.005) structurally below LP-Maker's sNVDA ask (oracle+1.08%)","detail":"LP-Maker consistently asks $210 (~oracle+1.08%) for sNVDA; stacker's ceiling is $208.80 (oracleΓ—1.005 = oracle+0.5%). Gap = $1.20/share. A recovered watcher would find 0 acceptable offers. This has persisted across both recorded cycles with oracle stable at ~$207.76.","fix":"Raise ceiling to oracleΓ—1.015 (matching LP-Maker's typical spread) or negotiate LP-Maker posting tighter sNVDA sells β€” otherwise stacker can never fill from the only available seller."}],"assessment":"The $1.20/share gap (LP-Maker $210 ask vs stacker $208.80 ceiling) is structural: LP-Maker spreads sNVDA at oracle+1.08% while stacker's ceiling is oracle+0.5% β€” these never overlap at current parameters. Fixing the SDK crash is necessary but not sufficient; a recovered watcher would still find 0 acceptable offers."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":607,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":866,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"855min dead (+60min, one more cycle β€” now the longest offline streak in the fleet by accumulation, not a distinct failure mode). Armed=false/pidAlive=false/nextFallbackMin=null: no change. Warmup watcher script is correctly written for mission (60-min fallback, collects price samples before swing signals can fire), but the process crashed before it could arm","badge":"SDK CRASH, NO SIGNAL","confidence":"high","bottomLine":"swing-nikita is the fleet-wide SDK crash pattern, not a swing-specific fault. One setup wake (Jun8 13:23, $0.56), USDC approved, warmup watcher written β€” then process died before arming. At 855min dark it holds the longest streak by chance of crash timing, not a different failure mode. No self-recovery without a platform-level fix.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” identical to bear-yosher (534min), momentum-nikita (589min), rebalancer-lior (616min), and 5 others. Single wake total (w1), repeat_wakes=0, tokens_5h_usd=0. No deal activity indexed. Process died after writing the watcher script, before runWatchLo"},"reasoningRead":"N/A β€” agent has not reasoned since Jun8 13:23. The one wake was correct setup work (USDC approval, warmup watcher). The warmup script logic is sound for the mission; no reasoning churn observed because there has been no reasoning at all.","wakeTriggers":["60-min time-based fallback (warmup cadence) β€” written to watcher script","MISSING: watcher never armed; fallback timer was never registered with the platform"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active swap hub; would fill swing-nikita's dislocation-driven delivered swaps at oracle mid","available":"alive, 12/16 open intents"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book while crashed; LP-Maker BTC/USDC and sNVDA intents have been live for 600+ min but swing-nikita cannot observe or act on them","wakeScript":{"wellReasonedForMission":true,"good":["60-min fallback is correctly sized β€” warmup needs hourly price samples before dislocation signals are meaningful","No polling condition needed (correct β€” just time-passing for sample accumulation)","Zero LLM dependency in the watcher","Uses armWatcher/runWatchLoop pattern with a named label"],"lacking":["Process crashes before runWatchLoop can register the fallback β€” script logic is fine, but execution never reaches the arm step"],"suggestedChange":"No script change warranted β€” the watcher is well-reasoned for mission. The fix is at the SDK/platform layer: ensure the process survives long enough to register the armed fallback before any post-write crash."},"issues":[{"scope":"core","title":"Process dies after watcher script write, before arming β€” fleet-wide SDK crash","detail":"8/12 agents share armed=false/pidAlive=false/nextFallbackMin=null after their first or only wake. Swing-nikita is the oldest victim at 855min. The watcher script is correctly written; the platform kills the process before runWatchLoop can register the fallback timer.","fix":"Diagnose why the Node/Deno process exits post-write in the wake runner. Add a heartbeat or crash-recovery hook that re-arms any watcher script found on disk with a valid fallback config but armed=false."}],"assessment":"swing-nikita is the fleet-wide SDK crash pattern, not a swing-specific fault. One setup wake (Jun8 13:23, $0.56), USDC approved, warmup watcher written β€” then process died before arming. At 855min dark it holds the longest streak by chance of crash timing, not a different failure mode. No self-recovery without a platform-level fix."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.05,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":524,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":517,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crash duration 506min (326β†’386β†’446β†’506 β€” fourth consecutive ~60min/cycle deterioration, zero recovery). The 6 Swap deals settled ↔ LP-Maker are confirmed pre-crash: posted as 'rebalance-buy intents 50-55' at the single wake on 06-08T19:12, then LP-Maker filled them passively post-crash β€” $92.39 realized PnL but zero active vulture behaviour. wake_script_sour","badge":"CRASHED, PASSIVE FILLS","confidence":"high","bottomLine":"All 6 settled deals are passive fill-downs from a single pre-crash wake (06-08T19:12); the $92.39 PnL is real but represents a rebalancer-style basket buy, not vulture-taking mispriced quotes. With armed=false/pidAlive=false and wake_script_source=null, no new activity is possible β€” LP-Maker's 12 live swaps and the expiring option-writer put are live edges vulture cannot reach.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null for 4 consecutive cycles; sole wake at 06-08T19:12 posted basket-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) filled by LP-Maker β€” not active mispricing captures; 0 tokens spent in last 5h; 0 open intents"},"reasoningRead":"The single wake log is coherent (oracle-priced, on-chain posting, wallet state acknowledged) but solves the wrong problem: posting routine basket-buy intents is a rebalancer pattern, not a vulture pattern. A vulture should scan LP-Maker's book for off-mid quotes and near-decided binaries, then TAKE them β€” not post passive buy intents for LP-Maker to fill at its leisure. Sound execution of the wron","wakeTriggers":["No watcher installed β€” wake_script_source=null; no trigger fires","MISSING: book-scan trigger for LP-Maker off-mid swaps","MISSING: near-decided binary scanner (option-writer put 0xf3 at $1,648.25 expiring imminently, uncaptured)","MISSING: fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 deals; 12 live swaps with 41-45min TTL are the primary vulture target pool","available":"ok β€” active hub"},{"agent":"option-writer-matheus","fit":"maybe","why":"Put 0xf3 ($1,648.25 strike, 0.1 USDC) expiring ~20min from Step-1 is a near-decided option vulture is designed to take","available":"ok β€” but option expires imminently, wind"},{"agent":"bear-yosher","fit":"no","why":"Crashed 534min; no live intents","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for LP-Maker swaps (watcher blind to book since crash). Measurable miss: option-writer put 0xf3 ($1,648.25 strike, 0.1 USDC) β€” this is Step-1's 16th consecutive missed opportunity; vulture's mission explicitly covers near-decided options and it has been dead the entire window. At least 1 confirmed actionable edge missed.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher installed at all; nothing to evaluate","Last wake posted rebalancer-style basket buys rather than scanning for mispriced quotes or near-decided binaries β€” off-mission even when alive","No fallback timer; no book-scan trigger; no binary near-decided filter"],"suggestedChange":"Reinstall a watcher that (a) scans LP-Maker's live swap book for quotes >0.5% off oracle mid and (b) checks open binary/option intents for near-decided edges on each wake; cadence ~15-30min fallback; never post passive basket buys β€” only TA"},"issues":[{"scope":"core","title":"SDK epidemic: crashed agents do not self-recover","detail":"vulture-andrew is one of 8/12 agents with armed=false/pidAlive=false; 60min/cycle deterioration without any self-restart mechanism across the fleet","fix":"Platform-level: implement agent self-restart or watchdog process in the SDK; routing this fix through core unblocks all 8 crashed agents at once"},{"scope":"agent","title":"wake_script_source=null β€” watcher never reinstalled","detail":"Fourth consecutive cycle with no installed watcher; vulture cannot self-wake, scan, or act regardless of market conditions","fix":"Reinstall a wake script targeting LP-Maker's book for off-mid swaps and option/binary near-decided checks; add a 20-30min fallback timer"},{"scope":"agent","title":"Last wake executed rebalancer pattern, not vulture pattern","detail":"06-08T19:12 wake posted 'rebalance-buy intents 50-55' (8 USDC/asset across basket) β€” passive buys LP-Maker fills at will; this is not mispricing capture. Mission requires TAKING other agents' mistakes, not posting standard buy orders.","fix":"Rewrite wake logic to identify and TAKE specific mispriced quotes (LP-Maker off-mid) and near-decided binaries/options rather than posting basket rebalances"}],"assessment":"All 6 settled deals are passive fill-downs from a single pre-crash wake (06-08T19:12); the $92.39 PnL is real but represents a rebalancer-style basket buy, not vulture-taking mispriced quotes. With armed=false/pidAlive=false and wake_script_source=null, no new activity is possible β€” LP-Maker's 12 live swaps and the expiring option-writer put are live edges vulture cannot reach."}}],"unattributed":{"sessions":195,"tokens":39795715,"usd":26.12,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.29,11.57,10.79,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":581,"tokens":14308076,"usd":34.02,"w5":2376405,"w5Usd":6.55,"hourly":[1.18,1.27,1.27,1.58,1.25,1.07,1.66,0.99,5.13,5.17,1.3,0,2.18,5.69,4.29,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":168683753,"grandUsd":121.91,"grandSessions":850,"attributedTokens":114579962,"unattributedTokens":39795715,"boardTokens":14308076,"reassembledTokens":168683753,"tokensBalance":true,"attributionPct":74.2,"multiMatchSessions":2,"sessionsScanned":1277,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":6886,"dedupedMsgs":3001,"rawTokens":367397377,"dedupedTokens":168683753,"dupRatio":2.178}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T03:47:09.824Z","swarm":{"headline":"HUB HOLDS, SDK EPIDEMIC","funnel":{"posted":271,"settled":25,"conversionPct":9.2,"byTemplate":{"Swap":25,"BinaryBet":0,"Option":0}},"liquidityMap":[{"market":"ETH/USDC Swap","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus","status":"ACTIVE β€” 6 swaps settled this cycle (collateral/hedge flow)"},{"market":"Multi-asset Swap (ETH/BTC/SSV/","flow":"LP-Maker-Matheus ← Vulture-Andrew","status":"PASSIVE β€” 6 pre-crash basket-buy intents filled by LP-Maker post-crash"},{"market":"BTC/ETH Swap","flow":"LP-Maker-Matheus ← Arb-Hunter-Tom / Momentum-Nikita","status":"FROZEN β€” both takers crashed; 1 pre-crash fill each"},{"market":"BTC Swap (0.0002 BTC ↔ 12.6 US","flow":"LP-Maker-Matheus β†’ Rebalancer-Lior","status":"MISSED β€” Rebalancer-Lior crashed 498min; ~$348 executable gap persists"},{"market":"sNVDA Swap","flow":"LP-Maker-Matheus β†’ Stacker-Massimo","status":"FROZEN β€” $1.20/share structural gap; Stacker crashed 466min, intent #78 expired "},{"market":"BinaryBet (BTC<$64k / ETH<$170","flow":"Polymarket-Ljuba β†’ Arb-Hunter-Tom (sole natural taker)","status":"STRANDED β€” Arb-Hunter crashed 469min; intents #32 and #89 unfilled, ~733min to e"}],"causalLinks":[{"cause":"SDK kills watcher process post-w1 before runWatchLoop arms β€” no fallback fires","effect":"8/12 agents offline accumulating ~60min/cycle: swing-nikita 855min, momentum-nikita 591min, bear-yosher 536min, vulture-","evidence":"All 8 share identical signature: armed=false, pidAlive=false, nextFallbackMin=null, single w1 wake. 4+ consecutive cycles of pure decay, zero self-recovery."},{"cause":"Arb-hunter-tom crashed 469min (sole BinaryBet taker in fleet)","effect":"Polymarket-Ljuba intents #32 (BTC<$64k, 10 USDC, implied 0.617) and #89 (ETH<$1700, 10 USDC, implied 0.588) have had 0 t","evidence":"polymarket-ljuba rootCause=counterparty-starved; reliableCounterparties=0; arb-hunter-tom armed=false 469min; both intents confirmed open in book"},{"cause":"Option-taker-matheus never initialized (0 wakes, $0.15 lifetime spend, 16 cycles)","effect":"Option-Writer's entire put ladder β€” 0xd5, 0xe6, 0xf3, now intent #258 β€” has 0 option deals ever settled; byTemplate.Opti","evidence":"option-taker-matheus: wake_script_source=null, armed=false; option-writer reliableCounterparties=0; all 25 settled deals are Swaps"},{"cause":"Rebalancer-lior crashed 498min, watcher never re-armed after single w1 (17:20 Jun8)","effect":"LP-Maker BTC ask (0.0002 BTC β†’ 12.6 USDC, implied $63,000) crosses lior's last implied bid (~$63,348) by ~$348 β€” 498min ","evidence":"rebalancer-lior: 1 lifetime wake, 0 deals; LP-Maker BTC-ask intent confirmed live in book at analysis time"},{"cause":"LP-Maker oracle-mid pricing with no spread buffer and sole-hub exposure","effect":"LP-Maker PnL = -$59.67 and deteriorating; informed takers (arb-hunter-tom, momentum-nikita) cross when they see edge, le","evidence":"lp-maker-matheus summary: 'Oracle-mid pricing attracts informed takers who cross when they see edge'; 3 deals settled this cycle all executed at LP's posted mid"},{"cause":"Mimic-Ljuba FAIR_PROB hardcoded at 0.5 (flat prior, not oracle-calibrated)","effect":"Took taker side on BTC>$65k BinaryBet at oracle $63,383 (true fair ~10–15%); Deal #3 ↔ Bear-Yosher is a deep OTM positio","evidence":"mimic-ljuba summary: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims +22pp locked edge which is the flat-prior artefact, not oracle-calibrated'"}],"insights":[{"severity":"critical","title":"SDK crash epidemic: 8/12 agents dead, ~60min/cycle decay, zero self-recovery","detail":"All 8 downed agents share identical failure mode: process dies post-w1 before runWatchLoop arms, so the 4h fallback never fires. Offline durations: swing-nikita 855min, momentum-nikita 591min, bear-yosher 536min, vulture-andrew 506min, rebalancer-lior 498min, arb-hunter-tom 469min, stacker-massimo 466min. Option-taker-matheus is a distinct sub-case (never past bootstrap). 4+ consecutive cycles of pure decay.","evidence":"8 agents: armed=false, pidAlive=false, nextFallbackMin=null, single w1 wake each. ~60min elapsed per cycle confirmed across swing-nikita (+60β†’855), momentum-nikita (+60β†’591), bear-yosher (+60β†’536), vulture-andrew (+60β†’506).","scope":"core","fix":"Diagnose why watcher process exits post-w1 without arming runWatchLoop or firing 4h fallback. Add a process-level watchdog: if armed=false && pidAlive=false for >10min, auto-restart bootstrap."},{"severity":"critical","title":"Option market fully dead: 16 consecutive cycles, 0 option deals, option-taker never initialized","detail":"Option-Writer has posted a declining put ladder (0xd5 4.4% β†’ 0xe6 2.6% β†’ 0xf3 2.0% β†’ intent #258 2.0%, now extending term to 4hr) with zero option fills ever. Option-taker-matheus has $0.15 lifetime spend (bootstrap only), wake_script_source=null, and 0 wakes β€” this is a distinct failure from the SDK epidemic: it never got past bootstrap.","evidence":"option-taker-matheus: 0 wakes, $0.15 lifetime; option-writer reliableCounterparties=0; byTemplate.Option=0 across all 25 settled deals session-wide.","scope":"fleet","fix":"Re-deploy option-taker-matheus from scratch β€” check bootstrap logs for initialization failure separate from the SDK crash (other downed agents show at least w1; this one shows nothing)."},{"severity":"warn","title":"Polymarket-Ljuba intents #32 and #89 expire Jun9 16:00 UTC with 0 takers in fleet","detail":"Intents #32 (BTC<$64k, 10 USDC, implied 0.617) and #89 (ETH<$1700, 10 USDC, implied 0.588) are Polymarket-grounded with positive edge but have 0 takers for 337min. Natural taker arb-hunter-tom crashed 469min. T-5min trigger fires at ~15:55 UTC Jun9 (~733min); if SDK not fixed by then, both expire worthless.","evidence":"polymarket-ljuba: reliableCounterparties=0; arb-hunter-tom: armed=false 469min; both intents confirmed live in book at analysis time with expiry 2026-06-09 16:00 UTC.","scope":"fleet","fix":"Priority-restart arb-hunter-tom before Jun9 15:55 UTC. If SDK fix not ready in time, manually take intent #32 and #89 to preserve Polymarket edge β€” these are priced correctly."},{"severity":"warn","title":"Mimic-Ljuba systematic mispricing: FAIR_PROB=0.5 hardcoded, not oracle-calibrated","detail":"Took taker side on BTC>$65k BinaryBet at oracle $63,383 β€” true fair probability ~10–15% per w5's own reasoning, yet hasEdge() passed because FAIR_PROB=0.5. W7 '+22pp locked edge' is an artefact of the flat prior, not real edge. Deal #3 ↔ Bear-Yosher is deep OTM. This flaw affects every BinaryBet mimic-ljuba prices going forward.","evidence":"mimic-ljuba summary: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded; the flat-prior artefact, not an oracle-calibrated edge'; BTC oracle $63,383 vs $65k strike at Deal #3.","scope":"fleet","fix":"Replace FAIR_PROB=0.5 in mimic-ljuba's hasEdge() with oracle-calibrated probability (e.g. lognormal model: current price $63,383, strike $65k, implied vol, TTL). Single-line change with high impact."},{"severity":"warn","title":"LP-Maker PnL bleeding -$59.67 with 12.2% pool burn in 5h β€” unsustainable as sole hub","detail":"LP-Maker is the structural hub for 100% of deal flow (12/16 open intents, all 25 settled deals) but running at -$59.67 PnL with $16.83 token burn in 5h. Oracle-mid pricing with no spread buffer allows informed takers to capture edge at LP's expense on every fill.","evidence":"lp-maker-matheus: PnL=-$59.67, token_burn_5h=$16.83 (12.2% of pool per summary); arb-hunter-tom and momentum-nikita are explicitly designed to pick LP edges.","scope":"fleet","fix":"Add asymmetric spread buffer to LP-Maker quotes (e.g. Β±0.3–0.5% vs oracle mid) before pool depletes further. This is the LP's only lever against adverse selection from the taker agents."},{"severity":"ok","title":"Protocol mechanics confirmed working: 6 Vulture fills + LP recovery clean","detail":"Vulture-Andrew's 6 pre-crash basket-buy intents filled passively by LP-Maker ($92.39 realized PnL). LP-Maker's W1 cancel-and-repost cycle (12/12 cancels, 12/12 reposts) executed cleanly. The epidemic is an SDK process failure β€” the protocol layer is intact.","evidence":"vulture-andrew: 6 Swap deals settled ↔ LP-Maker-Matheus; lp-maker-matheus badge=RECOVERED, 3 deals this cycle vs 2 last.","scope":"fleet","fix":"No fix needed here β€” validate and preserve the cancel-repost pattern as the reference recovery flow for future agents."}],"fleetMoves":[{"scope":"core","action":"Fix SDK crash epidemic: diagnose why watcher process exits post-w1 without arming runWatchLoop or triggering 4h fallback; add watchdog auto-restart for armed=false/pidAlive=false agents after ~10min grace period"},{"scope":"fleet","action":"Re-deploy option-taker-matheus (distinct bootstrap failure, never initialized) and priority-restart arb-hunter-tom before Jun9 15:55 UTC to cover Polymarket-Ljuba intents #32 and #89 before expiry"},{"scope":"fleet","action":"Fix mimic-ljuba FAIR_PROB=0.5 hardcode β€” replace with oracle-calibrated lognormal probability; single highest-leverage agent-level change this cycle"},{"scope":"fleet","action":"Add Β±0.3–0.5% spread buffer to LP-Maker oracle-mid quotes β€” PnL at -$59.67 with 12.2% pool burn in 5h is unsustainable for the fleet's sole liquidity hub"}],"at":"2026-06-09T03:49:42.748Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB HOLDS, EPIDEMIC UNCHANGED","healthDelta":"Same as last run β€” LP-Maker is the sole liquid hub (12/16 open intents, hub of all 25 settled deals); 8/12 agents remain crashed with ~60min/cycle deterioration and zero self-recovery; new signal: 6 Vulture-Andrew ↔ LP-Maker swaps settled (pre-crash intents clearing passively) and Bear-Yosher ↔ Mimi","focusAreas":["SDK epidemic: 8/12 agents armed=false/pidAlive=false, sustaining steady ~60min/cycle offline growth (swing-nikita 853min, rebalancer-lior 616min, momentum-nikita 589min, bear-yosher 534min, vulture-an","Option-Writer put 0xf3 ($1,648.25 strike, 0.1 USDC) expires in ~20min with option-taker-matheus still dead β€” 16th consecutive missed opportunity if it expires worthless","Rebalancer-Lior: LP-Maker BTC ask (0.0002 BTC β†’ 12.6 USDC, ~$63k) still crosses lior's last implied bid (~$63,348) β€” 616min of executable gap untouched","Stacker-Massimo: LP-Maker sNVDA sell ~$210/share vs stacker ceiling ~$208.80 (oracleΓ—1.005) β€” $1.20 gap persists; intent #78 expired with 0 fills","Polymarket-Ljuba T-5min trigger fires at ~15:55 UTC today (743min from now) on both open intents (#32 BTC<$64k, #89 ETH<$1700, Jun9 16:00 UTC expiry)","Funnel conversion: 25 settled / 271 posted = 9.2%; all active deal flow routes through LP-Maker-Matheus as sole counterparty hub"],"perAgentFocus":{"arb-hunter-tom":"The recent deals list shows LP-Maker ↔ Arb-Hunter-Tom [Swap] settled β€” did this settle before or after the W11 watcher death (467min ago), and are any of the 2 open Polymarket-Ljuba BinaryBets (BTC<$64k, ETH<$1700, 743min left) within arb-h","bear-yosher":"Recent deals show Bear-Yosher ↔ Mimic-Ljuba [BinaryBet] as 'live' β€” is this the prior intent #48 (BELOW bet, baseline $1,682.93) entering live-settlement phase or a new position, and has the watcher made any recovery attempt in the 60min el","lp-maker-matheus":"LP-Maker's 12 open swaps all have 41-45min TTL β€” were they reposted at current oracle mid this wake (31min ago), and do the 6 Vulture-Andrew fills this cycle indicate any systematic off-mid pricing LP-Maker should correct on next repost?","mimic-ljuba":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet is now 'live' per recent deals β€” is this Deal #3 from the prior summary entering settlement, and has Mimic's watcher (armed=true, nextFallbackMin=959, last wake 576min ago) triggered any new intent or act","momentum-nikita":"The recent deals show Momentum-Nikita ↔ LP-Maker [Swap] settled β€” is this the same intent #28 passive fill flagged last cycle (open_intents already=0) or a new deal, and has the watcher made any recovery attempt in 60min elapsed (now 589min","option-taker-matheus":"Option-Writer's 0xf3 put ($1,648.25 strike, 0.1 USDC) expires in ~20min β€” does current ETH price make this ITM or OTM, does this mark the 16th consecutive missed opportunity, and is there any sign of initialization (wake_script, spend above","option-writer-matheus":"With the 0xf3 put ($1,648.25 strike, 0.1 USDC) expiring in ~20min and nextFallbackMin=28, will Option-Writer's next wake arrive before expiry and attempt another reprice, or will this put expire as the 4th consecutive unmatched option β€” and","polymarket-ljuba":"With 743min to expiry on both open intents (BTC<$64k, ETH<$1700 Jun9 16:00 UTC) and the T-5min trigger confirmed in script, what are the current Polymarket implied probabilities vs the book deposits (A 10 USDC / B 6.21 USDC and A 10 USDC / ","rebalancer-lior":"After 616min offline (60min more than last run), LP-Maker's BTC ask (0.0002 BTC β†’ 12.6 USDC, ~$63k) still appears to cross lior's implied bid (~$63,348) β€” has the oracle moved enough to close this gap, and what specifically is blocking watc","stacker-massimo":"LP-Maker's sNVDA sell is ~$210/share (12.6 USDC Γ· 0.06 sNVDA) vs stacker's oracleΓ—1.005 ceiling ~$208.80 β€” has the sNVDA oracle moved since last cycle, and is the $1.20 gap structural (LP-Maker spread above ceiling) or would a watcher recov","swing-nikita":"At 853min dark (60min more than last run), swing-nikita shows the longest offline streak β€” is there any distinguishing evidence this is swing-specific vs the fleet-wide SDK crash pattern (same armed=false/pidAlive=false/null-script signatur","vulture-andrew":"6 Vulture-Andrew ↔ LP-Maker [Swap] deals appear in recent settlements despite 504min crash and wake_script_source=null β€” did these settle from pre-crash intents that finally cleared, and are LP-Maker's current 12 live swaps (41-45min TTL) p"},"ctas":[{"scope":"core","text":"SDK watcher daemon is not self-recovering: 8/12 agents show armed=false/pidAlive=false with no restarts across multiple cycles β€” diagnose the persistence/restart mechanism and push a fix; this is the "},{"scope":"agent","text":"option-taker-matheus requires emergency initialization β€” 15+ dead cycles, 0 wakes ever, option-writer's puts expire worthless every cycle ($0.10–$0.13 USDC premium missed repeatedly); bootstrap its wa"},{"scope":"agent","text":"vulture-andrew: wake_script_source=null for 3+ cycles β€” reinstall the watcher script manually; LP-Maker's 12 live swaps are an untouched edge vulture cannot reach without a running watcher"},{"scope":"agent","text":"rebalancer-lior: LP-Maker BTC ask (~$63k) has crossed lior's implied bid (~$63,348) for 616min β€” manually restart lior's watcher to capture this executable gap before LP-Maker reprices"},{"scope":"fleet","text":"With 8/12 agents dark and LP-Maker the sole active hub, the swap market is functioning but binary/perpetual/option markets are frozen β€” prioritize recovering at least one binary taker (bear-yosher or "}],"at":"2026-06-09T03:38:50.722Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T04:51:23.535Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":16.51,"used7d":null,"used7dUsd":125.05,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":8.6,"estPct7d":7.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":24.5,"estPct7d":17.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":18.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":15.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":14580444,"w7":142557528,"tot":142557528},"haiku":{"w5":7006583,"w7":29655546,"tot":29655546}},"fleet":{"agentsUp":11,"lifetimeTokens":172232885,"lifetimeUsd":125.05,"sessions":885,"deals":25,"openIntents":16,"totalIntents":284},"oracle":{"USDC":1,"ETH":1685.01,"BTC":63210.02,"SSV":2.06,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T04:45:11.801Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":546,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":542,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes with BTC $480–$635 below the $64k strike. Agent crashed mid-W11 (19:49 on 06-08), now 529min dead (+60min from last run), armed=false/pidAlive=false β€” confirmed SDK epidemic casualty. Polymarket-Ljuba bets #32 (BTC<$64k) and #89 (ETH<$1700) ex","badge":"CRASHED: ARB BLIND","confidence":"high","bottomLine":"Agent is dead 529min (SDK epidemic, armed=false/pidAlive=false) and cannot take either natural target. BTC is ~$950 below the $64k strike (#32) and ETH ~$35 below $1,700 (#89) β€” so no trigger would have fired anyway. The watcher also has a coverage gap: bet #89 is absent from ANCHORS, so even a full revival leaves that arb surface blind.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” SDK crash identical to 7 others. Secondary: BTC ~$63,050 vs $64,000 strike = $950 gap; ETH ~$1,665 vs $1,700 strike = $35 gap; watcher's MIN_CEX_MARGIN=0.5% requires BTC β‰₯$64,320 and ETH β‰₯$1,708.5, both unmet. Bet #89 absent from ANCHORS array enti"},"reasoningRead":"Sound and disciplined β€” W5–W11 passes are correctly quantified (BTC $480–$635 below strike, 10bps threshold not cleared on any swap). Agent is solving the right problem; the market simply hasn't offered edge since W4. The SDK crash ended the loop before the 16:00 UTC expiry window, which is the actual failure β€” not reasoning quality.","wakeTriggers":["New intent appears on book (fires immediately)","Bet #32 enters 30-min expiry window AND BTC β‰₯$64,320 (CEX + 0.5% margin)","30-min hard fallback","MISSING: bet #89 (ETH<$1700) β€” no anchor in ANCHORS array; ETH leg of the natural Polymarket-Ljuba arb is invisible even if watcher were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled W4 swap; fresh 12-intent batch (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 48–50min TTL) posted β€” multiple potential swap-arb targets if","available":"alive, actively posting"},{"agent":"polymarket-ljuba","fit":"yes","why":"Natural maker for bets #32 and #89; arb-hunter-tom is their only live natural taker β€” but tom is dead and prices are currently out-of-money","available":"alive, bets expiring 16:00 UTC"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes ETH calls (current: $1,665.4 strike, 0.15 USDC premium) β€” arb surface if option-taker-matheus dead and strike approaches CEX spot","available":"alive, option-taker-matheus is dead so n"},{"agent":"vulture-andrew","fit":"no","why":"Also a taker competing on the same surface, not a counterparty","available":"crashed, 500+min offline"}],"reliableCounterparties":1,"missedOpportunities":"None since W4: BTC ranged $480–$950 below $64k strike throughout W5–W11 and through the current dead window β€” no binary trigger condition met. LP-Maker swap batch posted during the crash window (48–50min TTL); impossible to evaluate whether any cleared the 10bps threshold without agent uptime, but BTC/ETH oracle moves since W11 are unknown. Unmeasurable in part: watcher blind to book while crashed","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback correctly matched to 30–60min binary expiry windows β€” not over-polling, not stale","CEX price check with 0.5% margin guard prevents fill on ambiguous oracle-vs-CEX gap","New-intent trigger enables opportunistic swap arb without waiting for fallback","Baselines seen-set on first tick to avoid spurious fires on already-known intents","4-second abort controller on CEX fetch prevents hung watcher"],"lacking":["Bet #89 (ETH<$1700, expiring same 16:00 UTC window) absent from ANCHORS β€” arb-hunter-tom is blind to its most time-critical target","ANCHORS are hard-coded from W11 scan; no dynamic re-scan of open binary bets each wake means new bets posted after W11 won't get anchors"],"suggestedChange":"Add bet #89 anchor (ETH, strike $1700, takerWinsIfAbove=true, checkAtUnix=expiryUnix-1800) to ANCHORS immediately β€” it expires at the same 16:00 UTC window as #32 and is the stronger near-money candidate ($35 gap vs $950). Longer-term: repl"},"issues":[{"scope":"core","title":"SDK crash epidemic β€” agent dead 529min, no self-recovery","detail":"armed=false, pidAlive=false, nextFallbackMin=null. Identical pattern across 8/12 agents; crash durations 500–913min with zero autonomous recovery. Arb-hunter-tom's 16:00 UTC expiry window is live and approaching β€” platform fix is the only path to participation.","fix":"Investigate and patch the shared SDK crash vector; add a supervised process-restart mechanism so watchers self-recover without manual intervention."},{"scope":"agent","title":"Bet #89 (ETH<$1700) missing from watcher ANCHORS","detail":"Current watcher covers only bet #32 (BTC<$64k). Bet #89 (ETH<$1700) expires at the same 16:00 UTC and ETH (~$1,665) is only $35 below strike β€” the more actionable near-money target β€” yet no expiry anchor or CEX check exists for it.","fix":"Add ANCHORS entry for bet #89: {intentId:'89', underlying:'ETH', strike:1700, takerWinsIfAbove:true, expiryUnix:<16:00 UTC unix>, checkAtUnix:expiryUnix-1800}. Then replace hard-coded ANCHORS with dynamic BinaryBet scan at each loop tick."}],"assessment":"Agent is dead 529min (SDK epidemic, armed=false/pidAlive=false) and cannot take either natural target. BTC is ~$950 below the $64k strike (#32) and ETH ~$35 below $1,700 (#89) β€” so no trigger would have fired anyway. The watcher also has a coverage gap: bet #89 is absent from ANCHORS, so even a full revival leaves that arb surface blind."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":609,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":609,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 596min crashed (536min last run, +60min/cycle decay, zero self-recovery β€” fourth consecutive cycle at this cadence, SDK epidemic root cause). The BinaryBet ↔ Mimic-Ljuba is confirmed active in an observation/settlement window: bear-yosher's BELOW bet on ETH was matched by Mimic-Ljuba when intent #48 left the book. ETH has moved directionally in bear's fa","badge":"DARK DURING SETTLEMENT","confidence":"medium","bottomLine":"Bear-yosher is 596min offline during the live settlement window of its one active position (BinaryBet ↔ Mimic-Ljuba). The BELOW thesis is working (ETH ~$1,651 vs $1,682.93 baseline, ~1.9% in bear's favor), but if settlement requires an agent claim/response, the winning payout is at risk of forfeit. Realized PnL is -$2.36 (the swap leg), and the bet's outcome is unresolved. The agent cannot self-recover β€” this is an SDK crash, not a mission logic failure.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, last_wake_min_ago=596; part of the 8/12 SDK epidemic; no self-recovery mechanism in any crashed agent across the fleet. The bet position (BinaryBet ↔ Mimic-Ljuba) is live in settled_deals_detail β€” not yet settled β€” confirmed by 'live' status tag."},"reasoningRead":"The last wake reasoning was sound: bear thesis intact, posted BELOW bet (#48) against ETH baseline $1,682.93, started tech basket via sNVDA (0.06 qty, portfolio $99.97). The agent correctly identified no aligned binary to take and executed the mission's two tracks in parallel. The failure is entirely outside the agent's reasoning β€” the SDK crash killed the process before the watcher's primary trig","wakeTriggers":["ownIntentResolved(intent #48) β€” ALREADY FIRED (bet was matched by Mimic-Ljuba); watcher never received the signal because it was crashed","ETH price > $1,708.17 (+1.5% from $1,682.93 baseline) β€” adverse-move guard","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives) in open book","4-hour hard fallback β€” CANNOT FIRE, process dead","MISSING: settlement outcome confirmation trigger (no hook for 'BinaryBet settled β†’ reinvest' step)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on the active BinaryBet β€” already matched intent #48; the only agent with direct settlement dependency on bear-yosher right now","available":"alive, health ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Already settled a swap with bear-yosher; could fill tech-basket swap legs (sNVDA/sAAPL/sMSFT) if bear-yosher restarts and posts them","available":"alive, health ok, 12 fresh intents poste"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Natural taker of near-decided binaries β€” would be the correct agent to take bear-yosher's next BELOW bet if ETH stays suppressed","available":"dead, unknown duration"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values BinaryBets against Polymarket distribution; could take a future bear-yosher BELOW bet if priced correctly vs Polymarket's ETH<$1700 i","available":"alive, health ok"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book (process dead). However, LP-Maker posted a fresh batch of 12 swaps (48–50min TTL, includes ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) during the 596min offline window β€” bear-yosher's tech basket DCA via sNVDA would have been directly serviceable by LP-Maker had it been alive. At minimum one sNVDA swap opportunity was available and missed.","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger on ownIntentResolved(intent #48) is correct β€” mission advances only when the open bet resolves","ETH adverse-move guard (+1.5% from baseline) is appropriate cadence for a leveraged short thesis β€” not hair-trigger","Tech sell intent scanner enables opportunistic DCA without requiring a dedicated wake cycle","4-hour hard fallback is a valid safety net; zero-LLM loop is correct"],"lacking":["ETH baseline ($1,682.93) and intent ID (48) are hardcoded constants β€” after a crash+restart, these are stale and the entire script logic is wrong from the first","No post-settlement trigger: once the BinaryBet settles, bear-yosher has no mechanism to wake on the outcome and execute the 'reinvest proceeds' mission step","No liveness signal: if the process dies, there is no watchdog, health-check, or external ping that can restart it β€” the 4h fallback is useless if the process is"],"suggestedChange":"Parameterize ETH_BASELINE from the live price at wake-script init time (not a hardcoded constant), and resolve MY_INTENT_ID dynamically by querying own open intents at startup β€” this makes the script restart-safe after any crash. Add a post"},"issues":[{"scope":"core","title":"SDK crash: no self-recovery after process death","detail":"bear-yosher is 596min offline (armed=false, pidAlive=false). The 4-hour fallback is useless when the process is dead β€” there is no external watchdog to restart agents. This is the same root cause as 7 other crashed agents.","fix":"Fleet-level: add a process supervisor (systemd/pm2 or equivalent) that restarts agent watchers on crash with exponential backoff. This is a core infrastructure fix, not per-agent."},{"scope":"core","title":"Settlement mechanics unknown: does BinaryBet require active claim?","detail":"The 'BinaryBet live ↔ Mimic-Ljuba' position is in an observation window. If the platform auto-settles to the winner's account, bear-yosher's winning position (ETH ~$1,651 vs $1,682.93 baseline, bet BELOW) is safe. If the winner must call a claim/settle action, bear-yosher cannot act and forfeits. Th","fix":"Core: document and expose settlement mechanics in the SDK. If claim-required, add a fleet-wide settlement monitor that alerts when an agent has an unclaimed winning position and is offline."},{"scope":"agent","title":"Wake script is stale on restart: hardcoded baseline and intent ID","detail":"ETH_BASELINE=1682.93 and MY_INTENT_ID='48' are constants. After the crash, intent #48 is already resolved (matched by Mimic-Ljuba). A cold restart would immediately trigger ownIntentResolved on a dead intent ID, or silently skip it if the intent is gone β€” producing an incorrect initial state and sta","fix":"On bear-yosher restart: (1) rewrite wake script to read live ETH price at init for baseline, (2) query own open intents dynamically to find the current active bet ID rather than hardcode #48, (3) add a post-settlement hook to drive the reinvest step."}],"assessment":"Bear-yosher is 596min offline during the live settlement window of its one active position (BinaryBet ↔ Mimic-Ljuba). The BELOW thesis is working (ETH ~$1,651 vs $1,682.93 baseline, ~1.9% in bear's favor), but if settlement requires an agent claim/response, the winning payout is at risk of forfeit. Realized PnL is -$2.36 (the swap leg), and the bet's outcome is unresolved. The agent cannot self-recover β€” this is an SDK crash, not a mission logic failure."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":68,"msgs":1715,"total":109114064,"totalUsd":59.55,"w5":17387809,"w5Usd":9.59,"w5PctPool":7,"w7":109114064,"w7Usd":59.55,"w7PctPool":4.5,"w5Son":12179596,"w7Son":86091850,"hourly":[1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.88,6.99,10.67,9.56,4.14,1.02,0,0,1.06,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:31:48.766Z","tokens":2009971,"usd":1.45,"msgs":27}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":753.03,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":625,"wakes":20,"firstWakeMs":1780943911000,"lastWakeMs":1780978200000,"ageMin":41,"lastWhy":"12 expiring quotes at snapshot time β€” standard cancel+repost. No vol-term (all oracle moves <0.5%). No free-option risk ","repeatWakes":17,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780981293386,"watching":"new counterparty swap OR 30min (quotes expire ~05:10 UTC)","armed":true,"nextFallbackMin":10}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":654,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":651,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":884}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.84,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":678,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":664,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Ninth consecutive dead cycle β€” last_wake_min_ago advanced 591β†’651 (+60min, clock-perfect with fleet pattern). Watcher dead (armed=false, pidAlive=false, nextFallbackMin=null). Intent #28 is confirmed settled (LP-Maker-Matheus filled it), which was the exact trigger condition in current.ts; the watcher never fired because the process had already died before d","badge":"CONFIRMED DEAD","confidence":"high","bottomLine":"Intent #28 settled ↔ LP-Maker-Matheus (the watcher's own trigger condition), but the watcher process was already dead and never detected it. The 90min fallback also lapsed. 651min offline, armed=false, pidAlive=false, nextFallbackMin=null β€” no self-recovery path exists. This is confirmed manual-restart territory; the SDK crash epidemic is the root cause.","rootCause":{"class":"structural","evidence":"Watcher hardcoded INTENT_ID='28'; intent #28 is settled (settled_deals_detail confirms LP-Maker-Matheus fill); ownIntentResolved() would have returned true had the process lived; it didn't fire β†’ process died pre-detection. 90min fallback also expired without firing. armed=false, pidAlive=false, nex"},"reasoningRead":"Agent's last reasoning (06-08T17:47 w1) was sound: no trailing returns β†’ establish baseline β†’ 25% BTC starter. Correct momentum logic. Problem is entirely platform-layer β€” the watcher died after the single wake, consumed its only deal, and has been silent 651min. The trigger event (intent #28 resolution) has already passed with no one watching.","wakeTriggers":["ownIntentResolved on intent #28 (fill or expiry) β€” ALREADY OCCURRED, watcher was dead when it fired","90min fallback β€” ALREADY LAPSED (~560min ago), watcher was dead","MISSING: no periodic heartbeat or re-arm mechanism if watcher process dies mid-watch"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already filled intent #28; would fill momentum swaps on ETH/BTC/SSV pairs at oracle mid","available":"alive, health=ok, 12 fresh intents poste"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could cross momentum's direction if rotation aligns","available":"crashed 676min, armed=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Would take mispriced momentum intents opportunistically","available":"stuck, armed state unclear from roster"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” but given 1 reliable counterparty (LP-Maker) and 651min downtime, any momentum rotation opportunity on BTC/ETH since 06-08T17:47 was missed entirely. LP-Maker's 12-swap fresh batch (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) posted right now could have been counterparty fodder for a new momentum intent.","wakeScript":{"wellReasonedForMission":false,"good":["Watches the specific outstanding intent (correct inter-wake continuity pattern)","90min fallback covers 1h RFQ window with buffer β€” right cadence for a delivered swap","Zero-LLM, event-driven trigger (ownIntentResolved) is correct"],"lacking":["No process-death resilience: if watcher dies mid-watch, nothing re-arms β€” confirmed failure mode here","Hardcoded INTENT_ID='28' becomes stale after intent resolves; next wake needs a fresh ID but there is no next wake","Fallback fires once and arms a new wake β€” but if the process is dead, the fallback never fires"],"suggestedChange":"Add a supervisor/heartbeat mechanism (e.g. a cron-side watchdog) that detects when armed=false AND pidAlive=false AND last_wake_min_ago > 120 and re-triggers the agent β€” this is a core/SDK gap affecting 8/12 agents, not just momentum-nikita"},"issues":[{"scope":"core","title":"No watcher process resurrection on crash","detail":"When the watcher process dies (SDK crash epidemic), armed=false and pidAlive=false with no re-arm. The 90min fallback never fires because the process is dead. All 8 crashed agents share this failure mode β€” momentum-nikita is just the clearest case because its trigger event (intent #28 resolution) is","fix":"Core watchdog: detect armed=false AND pidAlive=false AND last_wake_min_ago > fallback threshold β†’ automatically re-launch the agent's wake script or queue a forced wake. This is the single highest-leverage fix for the fleet (recovers 8/12 agents)."},{"scope":"agent","title":"Hardcoded INTENT_ID in wake script becomes stale","detail":"current.ts hardcodes INTENT_ID='28'. After the agent restarts and posts a new intent, the script must be regenerated with the new ID β€” there's no dynamic lookup. Minor issue compared to the crash, but next restart will need a fresh script.","fix":"Wake script should look up the agent's most recent open intent dynamically rather than hardcoding an ID, so a stale script doesn't silently watch a resolved/non-existent intent forever."}],"assessment":"Intent #28 settled ↔ LP-Maker-Matheus (the watcher's own trigger condition), but the watcher process was already dead and never detected it. The 90min fallback also lapsed. 651min offline, armed=false, pidAlive=false, nextFallbackMin=null β€” no self-recovery path exists. This is confirmed manual-restart territory; the SDK crash epidemic is the root cause."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"17th consecutive dead cycle β€” zero state change. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap only). Running tally of option-writer posts missed: at minimum 4 β€” three declining puts ($1,654.55, $1,651.63, $1,648.25, all expired OTM per prior summaries) and now the current ETH call (","badge":"NEVER STARTED","confidence":"high","bottomLine":"option-taker-matheus has never executed a single wake and has no wake script. It is the sole designed buyer for option-writer's ETH/BTC options; with 4+ confirmed option posts missed (3 expired puts + current call at $1,665.4/0.15 USDC), every option-writer cycle is wasted liquidity. This is an initialization failure, not a logic or market failure.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false across 17 cycles; bootstrap-only spend of $0.15; settled_deals=not-indexed (never indexed by the fleet); no deal history of any kind"},"reasoningRead":"No reasoning to evaluate β€” the agent has never run. The absence of a wake script is itself the finding: something failed at initialization and there is no self-repair path.","wakeTriggers":["MISSING: any trigger β€” wake_script_source is null, agent has never armed"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole designed counterparty β€” writes the ETH/BTC options option-taker is built to buy","available":"alive and active (12 settled deals, fres"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission includes buying mispriced options vs Polymarket implied distribution, but primary focus is binary bets; not a substitute for ITM opt","available":"alive"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off mispriced intents broadly; could opportunistically take a near-ITM option but not its designed role","available":"watcher armed but pre-crash state flagge"}],"reliableCounterparties":0,"missedOpportunities":"Minimum 4 option-writer posts since tracking began: puts at $1,654.55, $1,651.63, $1,648.25 (all expired OTM, cited in prior summaries) + current ETH call $1,665.4 strike / 0.15 USDC premium / ~22min TTL (almost certainly expiring unfilled). Exact count of all option-writer posts since agent death is unmeasurable from available data β€” settled_deals=not-indexed and no on-chain tally provided β€” but ","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all; cannot evaluate fit-to-mission","No fallback timer, no armed state, no pid β€” agent is fully uninitialized"],"suggestedChange":"Bootstrap the agent: write a wake script that polls for open option intents from option-writer-matheus (filtering by template=Option, asset=ETH/BTC, TTL>30min), evaluates ITM probability vs strike + oracle price, and takes if premium/risk r"},"issues":[{"scope":"agent","title":"Agent never initialized β€” wake script missing","detail":"wake_script_source=null across 17 cycles. The agent process never started; $0.15 was spent at bootstrap and nothing since. There is no watcher to arm, no fallback, no recovery path.","fix":"Write current.ts for option-taker-matheus: poll option-writer intents, filter ITM candidates, take on conviction. Re-run bootstrap. This is the only fix needed β€” the mission design is sound, only the initialization is absent."},{"scope":"agent","title":"Option market is single-agent: writer alive, taker dead β†’ all options expire unfilled","detail":"option-writer-matheus has posted at least 4 options with no taker. Each expiry is a wasted option-writer cycle and zero realized PnL for either side. Until option-taker boots, the ETH/BTC option market is structurally inoperative.","fix":"Prioritize option-taker-matheus initialization above other crashed agents β€” it directly unlocks a live, active counterparty (option-writer) that is already posting."}],"assessment":"option-taker-matheus has never executed a single wake and has no wake script. It is the sole designed buyer for option-writer's ETH/BTC options; with 4+ confirmed option posts missed (3 expired puts + current call at $1,665.4/0.15 USDC), every option-writer cycle is wasted liquidity. This is an initialization failure, not a logic or market failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":957037,"w5Usd":0.19,"w5PctPool":0.4,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0.19,0,0,0,0,0,0,0,0.34,0.66,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":1,"balanceUsd":98.77,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":565,"wakes":19,"firstWakeMs":1780947228000,"lastWakeMs":1780977584000,"ageMin":52,"lastWhy":"Option pricing discipline: when near-OTM won't fill, move to ATM for real intrinsic value, not higher premium (which nev","repeatWakes":0,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780983034595,"watching":"ETH call option (272) resolves or 90min fallback","armed":true,"nextFallbackMin":39}},"verdict":{"summary":"Swap engine healthy: 12/12 settled deals all with LP-Maker, $16.99 realized PnL. Option engine: 0/5 fills across intents 0xd5β†’0xe6β†’0xf3β†’258β†’272 (ladder: 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0% ATM call). W19 pivoted from OTM put to ATM call ($1,665.4 strike) reasoning that ATM offers 'real intrinsic value' β€” but misidentifies the problem: it's buyer absence, not pricing. I","badge":"SWAPS OK / OPTIONS VOID","confidence":"high","bottomLine":"All $16.99 PnL comes from swaps (LP-Maker); the option sleeve has never filled across 5 consecutive writes. Option-taker-matheus (sole designed buyer) is dead. Polymarket-ljuba is alive and mission-allows option buying but has taken 0 of these β€” either they don't appear mispriced vs Polymarket's distribution, or polymarket-ljuba isn't scanning for them. The repricing ladder and ATM pivot show disciplined reasoning but are solving the wrong problem: this is counterparty starvation, not a pricing issue.","rootCause":{"class":"counterparty-starved","evidence":"0xd5 unfilled (4.4%, 1.5hr), 0xe6 unfilled (2.6%, 1.5hr), 0xf3 unfilled (2.0%, 1.5hr), intent 258 unfilled (2.0%, 4hr), intent 272 pending expiry (3.0% ATM call, 1.5hr) β€” all 12 settled deals are swaps with LP-Maker-Matheus; option counterparties: option-taker-matheus dead, vulture-andrew crashed (6"},"reasoningRead":"Sound execution logic, wrong diagnosis. The repricing-down ladder and ATM pivot show real discipline. But W19's reasoning ('ATM for real intrinsic value, not higher premium which never fills') treats the symptom (no fills) as a pricing problem β€” the actual cause is buyer absence. Lowering premium or moving to ATM cannot manufacture demand when no counterparty is awake or mission-aligned to buy. Th","wakeTriggers":["ownIntentResolved on intent 272 (filled/expired/cancelled)","90-min fallback (gives 30min margin beyond 60-min accept window)","MISSING: no trigger on counterparty availability β€” watcher cannot detect if option-taker-matheus recovers or if polymarket-ljuba posts a bid for an option"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"sole designed option buyer; mission explicitly covers ETH/BTC options","available":"DEAD β€” health=unknown, not in active fle"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission: 'value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones' β€” structurally elig","available":"alive (ok health, nextFallbackMin active"},{"agent":"vulture-andrew","fit":"maybe","why":"mission: 'take clearly-mispriced swaps and near-decided binaries' β€” could take a deep-ITM option near expiry as a near-decided bet","available":"CRASHED β€” stuck health, armed=false per "},{"agent":"lp-maker-matheus","fit":"no","why":"swap market-maker only; no option mandate","available":"alive, healthy β€” but irrelevant for opti"}],"reliableCounterparties":0,"missedOpportunities":"None for swaps β€” LP-Maker fills all swap intents promptly. For options: unmeasurable in reverse (no evidence that option-writer missed takeable option demand). The relevant missed opportunity runs the other way: polymarket-ljuba is alive and theoretically should evaluate these options against Polymarket's ETH distribution, but has taken none β€” either the options don't look mispriced to it, or poly","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM poll loop on ownIntentResolved β€” fires immediately on fill/expiry/cancel, no wasted wakes","90-min fallback gives 30-min margin past the 60-min accept window β€” correct for catching expiry and repricing","Intent ID hardcoded per-wake (regenerated each cycle) β€” clean, no stale references","Cadence appropriate: option with 60-min accept window, ~28min avg gap β€” reasonable polling frequency"],"lacking":["No signal path for counterparty recovery β€” if option-taker-matheus revives mid-cycle, watcher won't accelerate","Accept window (60min) is shorter than fallback (90min): watcher will keep polling 30min after the intent is no longer acceptable by design β€” harmless but slight"],"suggestedChange":"Align fallback to accept window + small margin: fallbackMs = 65 * 60_000 (65min). The current 90min means 30min of dead polling after the option can no longer be taken. Savings: ~30min/cycle of needless watcher CPU, and the agent reprices 2"},"issues":[{"scope":"core","title":"Option-taker-matheus is permanently dead; option market has no demand side","detail":"5 consecutive option writes, 0 fills. The option engine's designed counterparty (option-taker-matheus) has health=unknown and is absent from the fleet. polymarket-ljuba is alive but has taken 0 option intents despite being mission-eligible. Until a buyer exists, every option write is a gas spend wit","fix":"Revive option-taker-matheus, OR audit why polymarket-ljuba (0 deals, alive) isn't evaluating option-writer's open intents against its Polymarket distribution model β€” if polymarket-ljuba's watcher doesn't scan for open option intents from other agents, add that check."},{"scope":"agent","title":"Option engine should pause or reduce frequency until a buyer is confirmed alive","detail":"Agent is posting one option intent per ~28min avg wake, each burning ~110k wei gas, with $0 return across 5 attempts. The 'reprice cheaper' discipline is correct but cannot overcome buyer absence. The swap engine is working; continued option posting at current rate is negative-EV until counterparty ","fix":"Add a circuit-breaker: after N consecutive unfilled option expiries (suggest N=4, already hit), skip option posting for K wakes (suggest K=3) and log 'option engine paused: no counterparty activity detected'. Resume when book shows an option-eligible counterparty active, or on manual reset."}],"assessment":"All $16.99 PnL comes from swaps (LP-Maker); the option sleeve has never filled across 5 consecutive writes. Option-taker-matheus (sole designed buyer) is dead. Polymarket-ljuba is alive and mission-allows option buying but has taken 0 of these β€” either they don't appear mispriced vs Polymarket's distribution, or polymarket-ljuba isn't scanning for them. The repricing ladder and ATM pivot show disciplined reasoning but are solving the wrong problem: this is counterparty starvation, not a pricing issue."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":1,"msgs":16,"total":841333,"totalUsd":0.17,"w5":841333,"w5Usd":0.17,"w5PctPool":0.3,"w7":841333,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:55:59.890Z","tokens":841333,"usd":0.17,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":531,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":530,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":909}},"verdict":{"summary":"Agent remains ARMED (pidAlive=true, nextFallbackMin=922, down from 1102 β€” ~3h elapsed, consistent). Both maker intents posted at W1/W2 (#32 BTC<$64k, #89 ETH<$1700, Jun9 16:00 UTC expiry) still unfilled. BTC implied ~$63,050 and ETH ~$1,651 mean both bets are currently ITM from polymarket-ljuba's 'below' side β€” but that is precisely WHY no taker is appearing","badge":"ARMED, NO TAKERS","confidence":"high","bottomLine":"Both bets are ITM (BTC ~$63,050 < $64k strike, ETH ~$1,651 < $1,700 strike), T-5min trigger is live and will fire at 15:55 UTC Jun9 β€” but arb-hunter-tom is dead and vulture-andrew is crashed, leaving 0 capable takers in the fleet. Unfilled expiry captures $0 regardless of correct directional call. This is a fleet/counterparty fault, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"Intent #32 (txHash 0xe0bee8...) posted W1 18:03 Jun8, intent #89 (txHash 0xe09e09...) posted W2 20:01 Jun8 β€” both unfilled after 517+ min. arb-hunter-tom (natural binary taker, 1 deal) armed=false/pidAlive=false. vulture-andrew (secondary taker, 6 deals) armed=false/pidAlive=false. mimic-ljuba alive"},"reasoningRead":"Sound reasoning on the right problem. W1 correctly identified BTC<$64k as highest Polymarket signal quality ($158k liquidity, $52k/day volume, oracle $63,457 vs $64k strike). W2 correctly chose ETH<$1,700 as highest-edge near-even candidate (10.3% edge, $124k liquidity, shade 58.8%). Both wakes executed on-mission: 'make a small-shade binary when nothing's mispriced to buy' β€” no mispriced options ","wakeTriggers":["ownIntentResolved: fires if intent #32 or #89 fills or expires","preExpireFired: fires at EXPIRY_SEC-300 = 15:55 UTC Jun9 (T-5min before 16:00 UTC expiry)","newMatches: fires on any new BinaryBet/Option intent posted by another agent","fallback: June 9 20:00 UTC (EXPIRY_SEC + 4h)","MISSING: no mid-window repricing trigger β€” if bets sit deeply ITM for hours with no takers, agent cannot lower shade to attract a taker without a wake"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission: take near-decided binary bets on fast CEX feed vs slow oracle β€” exact fit for ITM bets","available":"DEAD β€” armed=false, pidAlive=false, 0 de"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries (6 deals); would consider ITM bets but only at perceived edge","available":"CRASHED β€” stuck health, part of SDK epid"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors BinaryBets and accepts open bets β€” mission is to take winnable ones, but these are maker intents from polymarket-ljuba itself, not t","available":"alive, ok"},{"agent":"option-taker-matheus","fit":"no","why":"Targets Options only, not BinaryBets","available":"unknown/untracked"}],"reliableCounterparties":0,"missedOpportunities":"none verifiable β€” agent's other role is to BUY mispriced Options/BinaryBets from other agents, but no such intents appear in the book data. Agent is correctly in maker mode. Watcher does scan the book (readOpenIntents limit:50) each 60s loop, so if a takeable intent posts, it fires.","wakeScript":{"wellReasonedForMission":true,"good":["T-5min pre-expiry trigger (EXPIRY_SEC-300 = 15:55 UTC) is structurally present and will fire β€” critical for settlement action","Dual ownIntentResolved checks (intent #32 and #89) fire immediately if either fills or expires early","60s poll with seen-set baseline avoids false fire on stale book","Fallback at EXPIRY_SEC+4h (20:00 UTC) gives post-expiry reassessment window","isNewTakeable filter correctly excludes own intents (MY_ADDRESS check) and non-BinaryBet/Option templates"],"lacking":["Single pre-expiry check point (T-5min only) β€” if oracle is stale or network is congested at exactly 15:55 UTC, agent has no secondary settlement trigger","No mid-window repricing logic β€” bets deeply ITM with no takers cannot self-adjust shade without agent waking; watcher has no hook for 'N hours unfilled + ITM β†’ "],"suggestedChange":"Add a secondary pre-expiry fire at T-30min (EXPIRY_SEC-1800) so the agent can assess repricing or taker outreach before the final T-5min settlement window β€” a single 5-min window is too narrow if oracle or settlement infrastructure is slow "},"issues":[{"scope":"core","title":"SDK epidemic leaves polymarket-ljuba with 0 capable takers","detail":"arb-hunter-tom and vulture-andrew β€” the only two fleet agents that take near-decided binary bets β€” are both armed=false/pidAlive=false. Intent #32 and #89 posted 517+ min ago and will expire unfilled. $0 PnL despite correct directional call (BTC ~$63,050 < $64k, ETH ~$1,651 < $1,700).","fix":"Restore arb-hunter-tom and vulture-andrew β€” these are the fleet's binary taker layer; without them, maker bets from polymarket-ljuba cannot clear regardless of correctness."},{"scope":"agent","title":"Single pre-expiry trigger window (T-5min only) is fragile","detail":"If the T-5min fireWake at EXPIRY_SEC-300 misfires (oracle delay, node congestion, loop timing), there is no fallback settlement check before the 20:00 UTC fallback β€” 4h after expiry.","fix":"Add a T-30min fireWake (EXPIRY_SEC-1800) as a secondary pre-expiry check, giving the agent 25 min of headroom to reprice, repost, or initiate settlement manually."}],"assessment":"Both bets are ITM (BTC ~$63,050 < $64k strike, ETH ~$1,651 < $1,700 strike), T-5min trigger is live and will fire at 15:55 UTC Jun9 β€” but arb-hunter-tom is dead and vulture-andrew is crashed, leaving 0 capable takers in the fleet. Unfilled expiry captures $0 regardless of correct directional call. This is a fleet/counterparty fault, not an agent fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":693,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":691,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Structurally unchanged: 1 lifetime wake (17:20 UTC Jun-08), 0 settled deals, fully dead (armed=false, pidAlive=false) at 678min offline β€” +180min since prior summary at 498min. Focus answer: LP-Maker's BTC ask ticked up from $63,000β†’$63,050 (12.6β†’12.61 USDC for 0.0002 BTC), narrowing the crossing spread from ~$348β†’~$298. Lior's implied bid (~$63,348) still c","badge":"DEAD 678MIN","confidence":"high","bottomLine":"Fully crashed for 678min with 0 deals. Oracle ticked BTC up ~$50 since last run, narrowing the LP-Maker crossing spread to $298 β€” Lior's implied bid still exceeds LP-Maker's ask, so a live Lior could take the fill today. The trade opportunity persists; the blocker is the dead watcher process, not price.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null β€” process died before the 4h fallback at ~21:20 UTC Jun-08 fired; intent #13 expired (open_intents=0, settled_deals=0) with no re-trigger; 678min offline with zero self-recovery"},"reasoningRead":"Single wake showed sound reasoning: correctly identified BTC as most underweight (-35pp), computed $7 DCA slice, handled PosterNotRegistered prereq in sequence. Agent logic is correct and on-mission. The failure is the watcher dying at the platform layer β€” not the agent's decision quality.","wakeTriggers":["ownIntentResolved(intent #13) β€” stale, intent #13 expired (open_intents=0)","setTimeout 2026-06-08T17:30:00Z US market open β€” stale, >11h past","4h fallback β€” should have fired ~21:20 UTC Jun-08; watcher process died before it executed","MISSING: no supervisor/cron to relaunch dead watcher process"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker selling BTC at $63,050 (12.61 USDC for 0.0002 BTC); Lior's implied bid ~$63,348 clears by $298 β€” direct fill candidate","available":"alive, fresh 12-intent batch with BTC pa"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker posted BTC at $63,000–$63,050 across the full ~678min offline window; Lior's implied bid of ~$63,348 crosses every one of those asks β€” sustained missed fill opportunity for the entire crash duration","wakeScript":{"wellReasonedForMission":true,"good":["Triggers on own intent resolution β€” correct for a post-and-wait DCA agent","4h fallback is appropriate cadence for a patient slice-per-wake mission","Zero-LLM polling loop; ownIntentResolved check is the right predicate"],"lacking":["MY_INTENT_ID='13' and marketOpenEpochMs='2026-06-08T17:30:00Z' are hardcoded stale artifacts β€” a restarted watcher would watch a dead intent and a past timestam","No process supervisor or cron fallback; single-point-of-failure on the PID"],"suggestedChange":"Remove hardcoded intent ID and market-open timestamp; rewrite to dynamically discover open own intents at start and compute next US market open from Date.now() β€” eliminates stale-artifact failure on every wake after the first"},"issues":[{"scope":"core","title":"No watcher self-recovery β€” affects 8/12 fleet agents","detail":"Watcher process died before the 4h fallback; 678min offline with zero recovery. Same failure mode across swing-nikita (913min), bear-yosher (594min), and 5 others β€” systemic platform gap.","fix":"Add process supervisor or periodic cron heartbeat that checks pidAlive and relaunches dead watchers; this single fix unblocks 8/12 agents"},{"scope":"agent","title":"Stale hardcoded intent ID and timestamp in current.ts","detail":"MY_INTENT_ID='13' (expired, open_intents=0) and marketOpenEpochMs='2026-06-08T17:30:00Z' (>11h past) are baked into the wake script β€” a manual restart would still not trigger correctly.","fix":"Next wake script should call readIntent dynamically for own open intents and compute next market open relative to Date.now() at script initialization"}],"assessment":"Fully crashed for 678min with 0 deals. Oracle ticked BTC up ~$50 since last run, narrowing the LP-Maker crossing spread to $298 β€” Lior's implied bid still exceeds LP-Maker's ask, so a live Lior could take the fill today. The trade opportunity persists; the blocker is the dead watcher process, not price."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":546,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":539,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 526min crashed (+60min from 466min last run β€” SDK epidemic, armed=false/pidAlive=false, no self-recovery). Intent #78 confirmed expired: open_intents=0, settled_deals=0, no fill ever. Structural price gap persists unchanged: stacker ceiling oracleΓ—1.005 (~$208.80 at oracle $207.76) is ~$1.20 below LP-Maker's typical sNVDA ask (~$210 = oracleΓ—1.008). LP-M","badge":"CRASHED + STRUCTURALLY GAPPED","confidence":"high","bottomLine":"Zero deals in lifetime; crash now 526min. The blocking issue is not the crash β€” it's that stacker's buy ceiling (oracleΓ—1.005) has never been within $1.20 of LP-Maker's sNVDA ask floor (oracleΓ—~1.008+). Raising the ceiling to oracleΓ—1.010 would make the agent tradeable the moment it recovers.","rootCause":{"class":"structural","evidence":"oracle=$207.76 β†’ stacker ceiling=$208.80 (Γ—1.005); LP-Maker sNVDA ask~$210 (Γ—1.008); gap ~$1.20 across every observed cycle. 0 settled deals lifetime. Intent #78 (bait bid oracleΓ—0.99=$205.68) expired unfilled β€” no sell-side counterparty within range."},"reasoningRead":"Sound reasoning, wrong parameters. The bait-bid strategy (oracleΓ—0.99 to attract mean-reverters) is coherent, and the oracle-drift + intent-resolution triggers are well-chosen. But the ceiling oracleΓ—1.005 is the wrong number for this market: LP-Maker, the only natural sell-side sNVDA provider, quotes at oracleΓ—1.008+. The agent is disciplined and patient inside a price band that can never clear. ","wakeTriggers":["intent 78 resolves (fill or expire)","sNVDA oracle drifts >0.5% from $207.76","new sell-side sNVDA intent at ≀ oracleΓ—1.005","fallback: originally 16:30 ET 2026-06-08 β€” NOW STALE, degenerates to 1-min poll"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only active sNVDA sell-side provider; ask ~$210 (oracleΓ—1.008) exceeds stacker ceiling $208.80 (oracleΓ—1.005) by ~$1.20 β€” gap must close bef","available":"alive, health=ok, fresh 12-intent batch "},{"agent":"rebalancer-lior","fit":"no","why":"Could theoretically sell sNVDA but is crashed 676min and has 0 deals","available":"crashed 676min, armed=false"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker's fresh sNVDA intents in its 12-intent batch could theoretically be takeable, but LP-Maker's sNVDA ask has consistently been ~$210 (oracleΓ—1.008), above stacker's oracleΓ—1.005 ceiling β€” no qualifying intent has appeared in any cycle. Unmeasurable whether any third-party sell-side sNVDA appeared while watcher was crashed (526min blind window).","wakeScript":{"wellReasonedForMission":false,"good":["Fires on own-intent resolution (fill/expire) β€” correct for a limit-bid strategy","Oracle drift trigger (>0.5%) catches repricing events that would require a new bid","newMatches() filter for sell-side sNVDA at ≀ oracleΓ—1.005 is exactly the right market-scan for this mission","60s poll cadence is reasonable for a patient stacker; not sub-minute spam"],"lacking":["AFTERHOURS_TS = 1780950600 is hardcoded to 2026-06-08 20:30 UTC β€” now ~24h stale; fallbackMs degenerates to 60_000ms (1 min) instead of intended 30 min, creatin","isSellSideNVDA ceiling is oracleΓ—1.005 β€” structurally below LP-Maker's floor; watcher will never fire on condition 3 unless oracle spikes or LP-Maker lowers its","No self-recovery on crash (SDK epidemic scope, not agent scope)"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a rolling fallback: `const fallbackMs = 30 * 60 * 1000;` β€” eliminates the stale-timestamp defect and gives a clean 30-min cadence regardless of when the watcher runs. Separately (agent CLAUDE.md): raise "},"issues":[{"scope":"core","title":"SDK epidemic: watcher crash, no self-recovery (526min down)","detail":"armed=false, pidAlive=false β€” same root cause as 8/12 crashed agents. Stacker can't post new intents or take LP-Maker's sNVDA batch while crashed.","fix":"Fleet-level SDK crash recovery mechanism β€” out of scope for this agent alone."},{"scope":"agent","title":"Structural price gap: ceiling oracleΓ—1.005 < LP-Maker floor oracleΓ—1.008","detail":"Every cycle, stacker's max buy price ($208.80 at $207.76 oracle) is ~$1.20 below LP-Maker's sNVDA ask (~$210). 0 deals in lifetime. Raising ceiling by 0.5pp to oracleΓ—1.010 (~$210.05) would make the agent competitive against LP-Maker's current ask.","fix":"Update stacker CLAUDE.md / mission parameters: raise sNVDA buy ceiling to oracleΓ—1.010. Also update isSellSideNVDA threshold in wake script to match."},{"scope":"agent","title":"Stale hardcoded afterhours timestamp in wake script","detail":"AFTERHOURS_TS = 1780950600 (2026-06-08 20:30 UTC) is now past; fallbackMs = Math.max(60_000, negative) = 60_000ms β€” 1-min fallback instead of 30 min if watcher ever re-arms.","fix":"Replace with rolling fallback: `const fallbackMs = 30 * 60 * 1000;` β€” no absolute timestamp, no staleness."}],"assessment":"Zero deals in lifetime; crash now 526min. The blocking issue is not the crash β€” it's that stacker's buy ceiling (oracleΓ—1.005) has never been within $1.20 of LP-Maker's sNVDA ask floor (oracleΓ—~1.008+). Raising the ceiling to oracleΓ—1.010 would make the agent tradeable the moment it recovers."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":669,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":928,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"915min dead (+60min since last summary β€” change: none). Pattern is now six consecutive cycles of identical state: armed=false/pidAlive=false/nextFallbackMin=null, wakes=1, $0 spend in last 5h, lifetime $0.56 all from the single USDC-approval wake at 06-08T13:23. The Step-1 question is answered definitively: nothing has changed. No log, no partial arm, no scr","badge":"CONFIRMED DEAD NO-RECOVERY","confidence":"high","bottomLine":"swing-nikita has been dead 915min β€” the fleet's longest offline streak by ~239min over the next worst. Zero self-recovery across six cycles. One wake ever (USDC approval, 06-08T13:23, $0.56). The warmup watcher script is correctly written but never got to arm; the crash is pre-arm, and without a process supervisor it will stay dead indefinitely.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null across every cycle since 06-08T13:23; only wake was setup/approval; no subsequent arming attempt; 0 tokens spent in last 5h confirms zero activity"},"reasoningRead":"No reasoning to evaluate β€” agent never reached its first operational wake. The single wake was boilerplate setup (USDC approval). Cannot assess swing-signal logic quality until the process is running.","wakeTriggers":["60-min time-based fallback via armWatcher (designed correctly for warmup sample collection)","MISSING: process supervisor / restart-on-crash β€” without it, a pre-arm crash is permanent"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for swing-nikita's delivered swaps across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT β€” LP just posted a fresh 12-swap batch (48–50min TTL)","available":"alive and quoting"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also trades delivered swaps across overlapping pairs, could cross with swing signals","available":"crashed 676min"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never reached operational state; LP-Maker's 12-swap batch (posted ~48–50min TTL) represents the most recent concrete window that passed with swing-nikita dead","wakeScript":{"wellReasonedForMission":true,"good":["60-min fallback is the right cadence for a swing trader accumulating trailing-average price samples","Zero-LLM, time-based only β€” no false triggers from book state","runWatchLoop with deadline correctly handles the fallback without a polling condition"],"lacking":["Script is never reached β€” process dies before arming; the script's correctness is moot until the crash is fixed"],"suggestedChange":"Fix is not in the wake script β€” add a process supervisor (systemd unit, pm2, or SDK-level restart-on-exit) so a pre-arm crash triggers a relaunch; the script itself needs no changes"},"issues":[{"scope":"core","title":"No process restart on crash β€” permanent death after pre-arm failure","detail":"swing-nikita (and 7 other crashed agents) have no recovery path once the process dies before arming. 915min with armed=false/pidAlive=false is the evidence. This is the SDK/platform gap, not agent config.","fix":"Add a process supervisor at the SDK/harness level: restart any agent process that exits with armed=false within N minutes of launch. Even a simple exit-code check + relaunch loop in the wake-watch runner would break this pattern fleet-wide."},{"scope":"agent","title":"No settled deals, no operational history β€” swing signals unvalidated","detail":"Agent has never reached a trading wake (wakes=1, all setup). Mission correctness (fade dislocations via trailing averages) is entirely unverified. settled_deals=not-indexed.","fix":"Once process supervisor is in place and agent restarts, monitor the first 3 operational wakes to confirm price-sample accumulation and signal logic before expecting deals."}],"assessment":"swing-nikita has been dead 915min β€” the fleet's longest offline streak by ~239min over the next worst. Zero self-recovery across six cycles. One wake ever (USDC approval, 06-08T13:23, $0.56). The warmup watcher script is correctly written but never got to arm; the crash is pre-arm, and without a process supervisor it will stay dead indefinitely."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.3,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":586,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":579,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crash duration 506min (326β†’386β†’446β†’506 β€” fourth consecutive ~60min/cycle deterioration, zero recovery). The 6 Swap deals settled ↔ LP-Maker are confirmed pre-crash: posted as 'rebalance-buy intents 50-55' at the single wake on 06-08T19:12, then LP-Maker filled them passively post-crash β€” $92.39 realized PnL but zero active vulture behaviour. wake_script_sour","badge":"CRASHED, PASSIVE FILLS","confidence":"high","bottomLine":"All 6 settled deals are passive fill-downs from a single pre-crash wake (06-08T19:12); the $92.39 PnL is real but represents a rebalancer-style basket buy, not vulture-taking mispriced quotes. With armed=false/pidAlive=false and wake_script_source=null, no new activity is possible β€” LP-Maker's 12 live swaps and the expiring option-writer put are live edges vulture cannot reach.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null for 4 consecutive cycles; sole wake at 06-08T19:12 posted basket-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) filled by LP-Maker β€” not active mispricing captures; 0 tokens spent in last 5h; 0 open intents"},"reasoningRead":"The single wake log is coherent (oracle-priced, on-chain posting, wallet state acknowledged) but solves the wrong problem: posting routine basket-buy intents is a rebalancer pattern, not a vulture pattern. A vulture should scan LP-Maker's book for off-mid quotes and near-decided binaries, then TAKE them β€” not post passive buy intents for LP-Maker to fill at its leisure. Sound execution of the wron","wakeTriggers":["No watcher installed β€” wake_script_source=null; no trigger fires","MISSING: book-scan trigger for LP-Maker off-mid swaps","MISSING: near-decided binary scanner (option-writer put 0xf3 at $1,648.25 expiring imminently, uncaptured)","MISSING: fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 deals; 12 live swaps with 41-45min TTL are the primary vulture target pool","available":"ok β€” active hub"},{"agent":"option-writer-matheus","fit":"maybe","why":"Put 0xf3 ($1,648.25 strike, 0.1 USDC) expiring ~20min from Step-1 is a near-decided option vulture is designed to take","available":"ok β€” but option expires imminently, wind"},{"agent":"bear-yosher","fit":"no","why":"Crashed 534min; no live intents","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for LP-Maker swaps (watcher blind to book since crash). Measurable miss: option-writer put 0xf3 ($1,648.25 strike, 0.1 USDC) β€” this is Step-1's 16th consecutive missed opportunity; vulture's mission explicitly covers near-decided options and it has been dead the entire window. At least 1 confirmed actionable edge missed.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher installed at all; nothing to evaluate","Last wake posted rebalancer-style basket buys rather than scanning for mispriced quotes or near-decided binaries β€” off-mission even when alive","No fallback timer; no book-scan trigger; no binary near-decided filter"],"suggestedChange":"Reinstall a watcher that (a) scans LP-Maker's live swap book for quotes >0.5% off oracle mid and (b) checks open binary/option intents for near-decided edges on each wake; cadence ~15-30min fallback; never post passive basket buys β€” only TA"},"issues":[{"scope":"core","title":"SDK epidemic: crashed agents do not self-recover","detail":"vulture-andrew is one of 8/12 agents with armed=false/pidAlive=false; 60min/cycle deterioration without any self-restart mechanism across the fleet","fix":"Platform-level: implement agent self-restart or watchdog process in the SDK; routing this fix through core unblocks all 8 crashed agents at once"},{"scope":"agent","title":"wake_script_source=null β€” watcher never reinstalled","detail":"Fourth consecutive cycle with no installed watcher; vulture cannot self-wake, scan, or act regardless of market conditions","fix":"Reinstall a wake script targeting LP-Maker's book for off-mid swaps and option/binary near-decided checks; add a 20-30min fallback timer"},{"scope":"agent","title":"Last wake executed rebalancer pattern, not vulture pattern","detail":"06-08T19:12 wake posted 'rebalance-buy intents 50-55' (8 USDC/asset across basket) β€” passive buys LP-Maker fills at will; this is not mispricing capture. Mission requires TAKING other agents' mistakes, not posting standard buy orders.","fix":"Rewrite wake logic to identify and TAKE specific mispriced quotes (LP-Maker off-mid) and near-decided binaries/options rather than posting basket rebalances"}],"assessment":"All 6 settled deals are passive fill-downs from a single pre-crash wake (06-08T19:12); the $92.39 PnL is real but represents a rebalancer-style basket buy, not vulture-taking mispriced quotes. With armed=false/pidAlive=false and wake_script_source=null, no new activity is possible β€” LP-Maker's 12 live swaps and the expiring option-writer put are live edges vulture cannot reach."}}],"unattributed":{"sessions":208,"tokens":39795715,"usd":26.12,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.81,11.86,10.98,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":601,"tokens":14890200,"usd":35.51,"w5":2400848,"w5Usd":6.56,"hourly":[1.29,1.21,1.44,1.27,1.35,1.25,1.3,1.62,0.78,5.37,5.17,1.3,0,2.12,5.75,4.29,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":172232885,"grandUsd":125.05,"grandSessions":885,"attributedTokens":117546970,"unattributedTokens":39795715,"boardTokens":14890200,"reassembledTokens":172232885,"tokensBalance":true,"attributionPct":74.7,"multiMatchSessions":2,"sessionsScanned":1292,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":7020,"dedupedMsgs":3063,"rawTokens":374513066,"dedupedTokens":172232885,"dupRatio":2.174}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T04:48:35.558Z","swarm":{"headline":"SDK EPIDEMIC, LP ISOLATED","funnel":{"posted":284,"settled":25,"conversionPct":8.8,"byTemplate":{"Swap":23,"BinaryBet":2,"Option":0,"Perpetual":0}},"liquidityMap":[{"market":"ETH/BTC/SSV/sAAPL/sNVDA/sMSFT ","flow":"LP-Maker-Matheus ⇄ Option-Writer (12 settled) + Vulture (6 settled, pre-crash) + Bear-Yosher (1) + Arb-Hunter-Tom (1) + Momentum-Nikita (1)","status":"LP-Maker sole active hub; all 5 swap counterparties now crashed β€” 12 fresh inten"},{"market":"BinaryBet ETH β€” Bear-Yosher ↔ ","flow":"Mimic-Ljuba β†’ Bear-Yosher (taker side)","status":"Deal #3 status='live', unmanaged β€” Bear-Yosher 596min crashed, cannot respond to"},{"market":"BinaryBet BTC<$64k / ETH<$1700","flow":"Polymarket-Ljuba β†’ (arb-hunter-tom DEAD Β· vulture-andrew DEAD Β· mimic-ljuba ALIVE but neither bet in ANCHORS)","status":"Intents #32 and #89 unfilled 517+ min; both ITM; expiry 16:00 UTC Jun-9 (~671min"},{"market":"ETH Options","flow":"Option-Writer-Matheus β†’ (option-taker-matheus NEVER STARTED Β· vulture-andrew DEAD)","status":"5 consecutive unfilled intents (0xd5β†’0xe6β†’0xf3β†’258β†’272); current ETH call $1,665"}],"causalLinks":[{"cause":"SDK epidemic: armed=false/pidAlive=false/nextFallbackMin=null across 8 agents with no self-recovery","effect":"LP-Maker's 12-swap fresh batch faces zero live takers; Polymarket-Ljuba's ITM bets expire untaken; Option-Writer has no ","evidence":"arb-hunter-tom 529min, vulture-andrew 506min, bear-yosher 596min, momentum-nikita 651min, rebalancer-lior 678min, stacker-massimo 526min, swing-nikita 915min β€” all armed=false/pidAlive=false, 4+ conse"},{"cause":"arb-hunter-tom crashed 529min (sole natural binary taker for Polymarket)","effect":"Intents #32 (BTC<$64k) and #89 (ETH<$1700) both currently ITM (BTC ~$63,050, ETH ~$1,651) but unfilled; will expire at 1","evidence":"Intent #32 txHash 0xe0bee8 posted W1 18:03 Jun-8; intent #89 txHash 0xe09e09 posted W2 20:01 Jun-8; polymarket-ljuba nextFallbackMin=922 vs 671min to expiry; mimic-ljuba alive but ANCHORS array exclud"},{"cause":"option-taker-matheus never initialized (0 wakes, null wake_script_source, $0.15 bootstrap spend, 17 cycles dead)","effect":"Option-Writer's entire options book is permanently buyer-absent; 5 consecutive repricing attempts (ATMβ†’OTMβ†’ATM ladder) p","evidence":"option-writer 12 settled deals = all swaps with LP-Maker; 0 option fills all-time; reliableCounterparties=0; option-taker-matheus armed=false/pidAlive=false/wakes=0 across 17 cycles"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior in hasEdge()","effect":"Took BTC 'above $65k in 24h' side at oracle $63,383 (true probability ~10–15% per w5 log); the logged '+22pp locked edge","evidence":"w5 log: oracle $63,383 vs $65k strike, own estimate ~10–15% true prob; FAIR_PROB=0.5 hardcoded; deal #3 ↔ Bear-Yosher settled; rootCause class=mispriced"},{"cause":"Bear-Yosher 596min crashed with active BinaryBet in live settlement window","effect":"Deal #3 (↔ Mimic-Ljuba, ETH directional bet) sits unmanaged β€” settlement outcome depends entirely on on-chain automatic ","evidence":"settled_deals_detail: Bear-Yosher ↔ Mimic-Ljuba [BinaryBet] status='live'; bear-yosher watcher.armed=false, pidAlive=false, last_wake_min_ago=596"}],"insights":[{"severity":"critical","title":"SDK epidemic: 8/12 agents dead, zero self-recovery","detail":"8 agents are armed=false/pidAlive=false/nextFallbackMin=null, crash durations 506–915min (swing-nikita fleet record), advancing +60min each cycle with no recovery signal in any agent. Effective fleet is 4 agents. This is a platform-layer failure β€” no individual agent fix addresses it.","evidence":"swing-nikita 915min, rebalancer-lior 678min, bear-yosher 596min, momentum-nikita 651min, arb-hunter-tom 529min, stacker-massimo 526min, vulture-andrew 506min β€” all confirmed by armed=false/pidAlive=false/nextFallbackMin=null across 4+ conse","scope":"core","fix":"Implement SDK-level supervisor/watchdog: detect armed=false+pidAlive=false+nextFallbackMin=null and restart the agent process. This single change restores 8 agents and is the highest-leverage move available."},{"severity":"critical","title":"Polymarket-Ljuba ITM bets expire at 16:00 UTC with no live taker and late fallback","detail":"Intents #32 (BTC<$64k, 10 USDC) and #89 (ETH<$1700, 10 USDC) expire 16:00 UTC Jun-9 (~671min). BTC ~$63,050 and ETH ~$1,651 mean both are currently ITM for polymarket-ljuba β€” uncollected winnings if they expire. Primary taker arb-hunter-tom is 529min dead; secondary vulture-andrew 506min dead; mimic-ljuba alive but bet #89 absent from its ANCHORS. Critically: polymarket-ljuba's nextFallbackMin=922, which fires AFTER the 16:00 UTC deadli","evidence":"Open book: both intents at 671m TTL; arb-hunter-tom armed=false/pidAlive=false; polymarket-ljuba nextFallbackMin=922 > 671min to expiry; mimic-ljuba ANCHORS excludes bet #89 per Step-2 summary","scope":"fleet","fix":"Immediately verify polymarket-ljuba's watcher contains an explicit T-5min expiry trigger (not just the 922min fallback). If absent, add one now. Medium-term: restore arb-hunter-tom via SDK watchdog."},{"severity":"warn","title":"Option-Writer: structural zero-buyer market across 5 intents","detail":"5 consecutive unfilled option intents (0xd5β†’0xe6β†’0xf3β†’258β†’272) covering ATM and OTM ranges, 1.5–4hr durations each. The agent's W19 pivot to ATM pricing correctly reasons about strike placement but misidentifies the root cause: option-taker-matheus has never initialized (0 wakes, null script, 17 cycles) and vulture-andrew is 506min dead. No repricing changes the outcome when there are literally zero buyers.","evidence":"option-writer reliableCounterparties=0; 12 settled deals = 100% swaps with LP-Maker; option-taker-matheus wake_script_source=null, wakes=0 across 17 cycles; current ETH call $1,665.4 strike, ~11min TTL at capture","scope":"fleet","fix":"Initialize option-taker-matheus β€” write wake script and trigger first wake. This is the single fix that unblocks the entire options market."},{"severity":"warn","title":"LP-Maker adverse selection: -$59.67 PnL on oracle-mid pricing","detail":"15+ fills but -$59.67 realized PnL. Token burn $16.83 in 5h (12.2% of pool, accelerating). Oracle-mid zero-spread pricing allows informed takers to cross exclusively when they hold directional edge, leaving LP-Maker short the better leg. The clean recovery (12/12 cancels + 12/12 reposts) confirms operational correctness β€” the loss is a pricing design issue.","evidence":"lp-maker summary: PnL -$59.67, token burn $16.83/5h; 3 settled deals this cycle; rootCause evidence cites oracle-mid pricing with informed taker flow from option-writer and arb-hunter-tom","scope":"fleet","fix":"Add Β±0.3–0.5% spread above oracle-mid in LP-Maker's pricing configuration (agent CLAUDE.md change). Prioritize after the SDK watchdog fix so counterparties are alive to compete."},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 produces fake edge on directional bets","detail":"Hardcoded flat prior passes hasEdge() regardless of oracle price vs strike. Took BTC 'above $65k in 24h' at oracle $63,383 (~10–15% true probability); logged '+22pp locked edge' is arithmetically impossible under a correct model at this price distance. Any bet where true probability diverges from 50% will be mispriced in the same direction.","evidence":"w5 log: oracle $63,383 vs $65k strike, own estimated true prob ~10–15%; FAIR_PROB=0.5 hardcoded in wake script; deal #3 ↔ Bear-Yosher taker-side deep OTM; rootCause class=mispriced","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated probability (e.g., log-normal or distance-to-strike heuristic). This is a one-variable change in mimic-ljuba's wake script."},{"severity":"warn","title":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet live and unmanaged","detail":"Deal #3 is status='live' with bear-yosher 596min crashed. ETH has moved directionally in bear-yosher's favor per Step-2, but the agent cannot trigger or confirm settlement. Outcome depends on whether the contract settles automatically on-chain.","evidence":"settled_deals_detail: Bear-Yosher ↔ Mimic-Ljuba [BinaryBet] status='live'; bear-yosher armed=false, pidAlive=false, last_wake_min_ago=596","scope":"fleet","fix":"Confirm BinaryBet settlement is automatic on-chain (no agent action required). If not, manually trigger settlement. Long-term: restore bear-yosher via SDK watchdog."}],"fleetMoves":[{"scope":"core","action":"Build SDK watchdog: detect armed=false+pidAlive=false+nextFallbackMin=null and auto-restart agent process. Restores 8/12 crashed agents and unblocks every downstream market freeze. Highest-leverage single change in the fleet."},{"scope":"fleet","action":"Verify Polymarket-Ljuba watcher has explicit T-5min expiry trigger before 16:00 UTC Jun-9 β€” nextFallbackMin=922 fires after deadline; both ITM bets (#32 BTC<$64k, #89 ETH<$1700) at risk of expiring uncollected."},{"scope":"fleet","action":"Initialize option-taker-matheus: write wake script and trigger first wake. The options market has had zero buyers across 17 cycles and 5 unfilled intents; this is the only fix for that market."},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5 β†’ oracle-calibrated probability. One-line change to wake script; eliminates systematic mispricing on any bet where oracle price diverges from the strike midpoint."},{"scope":"fleet","action":"Add Β±0.3–0.5% spread to LP-Maker oracle-mid pricing to reduce adverse selection (-$59.67 PnL, 12.2% token pool burn in 5h). Stage after SDK watchdog so live counterparties can compete on the spread."}],"at":"2026-06-09T04:51:31.966Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SDK EPIDEMIC HOLDS","healthDelta":"Structurally identical to last run: 4 agents alive (lp-maker, option-writer, mimic-ljuba, polymarket-ljuba), 8 crashed β€” swing-nikita now 913min offline (fleet record), all crashed agents adding ~60min/cycle with zero self-recovery; only change is LP-Maker's fresh 12-intent batch and Vulture's pre-c","focusAreas":["SDK epidemic: 8/12 agents armed=false/pidAlive=false, crash durations 500–913min, no self-recovery mechanism β€” swing-nikita (913min), rebalancer-lior (676min), bear-yosher (594min) all worsening ~60mi","Option-Writer ETH call ($1,665.4 strike, 0.15 USDC premium, 22min left at data capture) β€” option-taker-matheus (sole natural buyer) is dead; likely another unfilled expiry","LP-Maker's fresh 12-swap batch (48–50min TTL, ETH/BTC/SSV/sAAPL/sNVDA/sMSFT pairs) posted into a taker pool where 8/12 potential counterparties are crashed","Polymarket-Ljuba bets #32 (BTC<$64k) and #89 (ETH<$1700) expire at 16:00 UTC (~683min); T-5min trigger must fire at 15:55 UTC β€” arb-hunter-tom (natural taker) is dead","Bear-Yosher ↔ Mimic-Ljuba BinaryBet marked 'live' with bear-yosher 594min crashed β€” settlement outcome and agent response capacity uncertain"],"perAgentFocus":{"arb-hunter-tom":"Dead 527min (+60min from last run), SDK crash confirmed. Polymarket-Ljuba's open bets (#32 BTC<$64k, #89 ETH<$1700, expiring in ~683min) are the natural arb target β€” given BTC is currently ~$63,050 (inferred from LP-Maker ask) and ETH ~$1,6","bear-yosher":"Dead 594min with BinaryBet ↔ Mimic-Ljuba position 'live'. What is the settlement mechanics exposure: does bear-yosher need to respond at expiry, and is it at risk of a bad outcome precisely because it can't act? Confirm whether the 'BinaryB","lp-maker-matheus":"12 fresh swaps posted (48–50min TTL). With 8/12 counterparties crashed, which specific pairs (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT) have a live counterparty who could realistically fill them in this window, and is LP-Maker's posting volume ca","mimic-ljuba":"Armed (pidAlive=true, nextFallbackMin=899). BinaryBet ↔ Bear-Yosher is live. Has the hardcoded FAIR_PROB=0.5 been corrected since last summary? Given BTC at ~$63,050 (well below the $64k threshold), is Mimic's position on the 'above $65k' s","momentum-nikita":"Dead 649min, 8+ consecutive dead cycles, zero state change across every prior run. Is there any residual signal β€” last known intent, partial wake log, or script trace β€” that suggests a self-recovery path, or is this confirmed to require a m","option-taker-matheus":"Dead 16+ cycles, 0 wakes ever. Option-Writer just posted an ETH call ($1,665.4 strike, 22min left) that option-taker is the sole designed buyer for. Tally: how many option writes (calls + puts) have been posted by option-writer since option","option-writer-matheus":"Active (nextFallbackMin=54, 12 deals). The ETH call ($1,665.4, 22min) is nearly expired. Since the strategy shift to 4hr terms, have any option writes been taken by anyone, or does Option-Taker's permanent absence mean the option engine pro","polymarket-ljuba":"Armed (nextFallbackMin=924). Bets #32 (BTC<$64k) and #89 (ETH<$1700) expire at 16:00 UTC in ~683min. With BTC implied at ~$63,050 (inside the <$64k range) and ETH at ~$1,651 (inside the <$1700 range), both bets appear currently in-the-money","rebalancer-lior":"Dead 676min. LP-Maker BTC ask is now 0.0002 BTC β†’ 12.61 USDC (implying ~$63,050/BTC) vs Lior's last implied bid of ~$63,348 β€” gap was ~$348 last run. Has the gap narrowed, widened, or held, and is there any evidence the oracle or LP-Maker p","stacker-massimo":"Dead 524min. Prior confirmed: LP-Maker sNVDA ask ~$210 vs stacker ceiling ~$208.80 (oracleΓ—1.005) β€” ~$1.20 gap. Has the sNVDA oracle price or LP-Maker's sNVDA ask (12.45 USDC β†’ 0.06 sNVDA = ~$207.50/sNVDA implied) shifted since last run, an","swing-nikita":"913min dead β€” fleet's longest offline streak by a wide margin. Warmup watcher script was confirmed correctly written last run. Has absolutely anything changed since last summary (any log, partial arm, script update), or is this a confirmed ","vulture-andrew":"Dead 564min. LP-Maker just posted 12 fresh swap intents across 8 pairs (48–50min TTL). Assess the mispricing gap: LP-Maker gives 0.008 ETH β†’ wants $13.31 USDC (implying ~$1,663.75/ETH) vs oracle ~$1,651 β€” is that spread wide enough that vul"},"ctas":[{"scope":"core","text":"SDK epidemic root cause: 8 agents show identical armed=false/pidAlive=false/nextFallbackMin=null after 500–913min with zero self-recovery β€” isolate and patch the watcher process crash vector; this is "},{"scope":"agent","text":"option-taker-matheus: manually restart immediately β€” option-writer is actively posting calls/puts (ETH call expiring in ~22min at data capture) and option-taker has never woken; every option write exp"},{"scope":"agent","text":"swing-nikita: manually restart β€” 913min offline, correctly written warmup script, zero self-recovery path; it will not come back without intervention"},{"scope":"fleet","text":"Polymarket-Ljuba bets expire at 16:00 UTC (~683min from now): confirm T-5min trigger is queued and will fire at 15:55 UTC; arb-hunter-tom is dead and cannot take near-decided odds at expiry"},{"scope":"agent","text":"Prioritized manual restarts by opportunity cost: bear-yosher (live BinaryBet position at risk, 594min dead), rebalancer-lior (BTC cross-opportunity waiting, 676min dead), vulture-andrew (LP fresh batc"}],"at":"2026-06-09T04:39:11.287Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T05:49:23.839Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":17.32,"used7d":null,"used7dUsd":130.43,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":8.4,"estPct7d":7.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":24,"estPct7d":17.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":20.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":16.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":16189351,"w7":148389070,"tot":148389070},"haiku":{"w5":4917230,"w7":30621898,"tot":30621898}},"fleet":{"agentsUp":11,"lifetimeTokens":179030779,"lifetimeUsd":130.43,"sessions":923,"deals":25,"openIntents":16,"totalIntents":302},"oracle":{"USDC":1,"ETH":1689.5,"BTC":63334.31,"SSV":2.09,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T05:45:12.200Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.94,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":604,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":600,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":667,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":667,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 656min crashed (596min last run, +60min/cycle decay, zero self-recovery β€” fifth consecutive cycle at this cadence, SDK epidemic root cause confirmed). The BinaryBet ↔ Mimic-Ljuba remains 'live' (not yet settled β€” deal shows active status, not outcome). ETH at ~$1,651 is ~32 below the $1,682.93 baseline posted and directionally in-the-money for the BELOW ","badge":"CRASHED, BET LIVE","confidence":"medium","bottomLine":"Bear-yosher's BELOW bet is in-the-money (ETH $1,651 vs ~$1,700 threshold, ~$32 below baseline), but the agent has been crashed 656min and cannot claim the payout β€” the BinaryBet shows 'live' not 'settled', so the outcome window is still open while the agent is dead. The SDK epidemic (armed=false, pidAlive=false, nextFallbackMin=null) is the sole blocker; the mission logic and trade direction are both sound.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” SDK epidemic killed watcher process; wakes=1 lifetime despite intent 48 leaving the book (BinaryBet 'live' ↔ Mimic-Ljuba formed), meaning ownIntentResolved trigger never fired a second wake; 4h fallback also failed to fire"},"reasoningRead":"Sound reasoning solving the right problem β€” bear thesis (SHORT ETH), BELOW binary bet on ETH, tech basket DCA, adverse-move abort threshold are all coherent and mission-aligned. ETH moving to $1,651 from $1,682.93 baseline is +1.9% in bear's favor, not adverse. Problem is purely platform: the watcher process died before it could act on the bet resolving.","wakeTriggers":["ownIntentResolved on intent 48 (BELOW bet) β€” should have fired when Mimic-Ljuba matched; did NOT fire due to SDK crash","ETH adverse move β‰₯+1.5% from $1,682.93 (i.e. ETH > $1,708.17) β€” correctly guards against reversal","New tech sell intent in sAAPL/sNVDA/sMSFT β€” DCA into basket","4h hard fallback β€” ALSO failed to fire (watcher dead before deadline)","MISSING: BinaryBet settlement / payout event β€” watcher has no trigger watching for the bet outcome once it's filled; after intent 48 resolved, there is nothing "],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already matched intent 48 β€” is the active counterparty in the live BinaryBet; could trigger settlement","available":"ok (health=ok, deals=1)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Provided the sNVDA swap leg; can fill future tech basket DCA intents","available":"ok (health=ok, deals=24, recently woke 4"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Mission targets near-decided binaries β€” with ETH at $1,651 and BELOW in-the-money, arb-hunter might take the other side of a new bet or act ","available":"crashed (587min, armed=false)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values BinaryBets against Polymarket distribution β€” might post or settle adjacent bets","available":"ok (health=ok, deals=0)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to book since crash at 656min. The one trackable event β€” intent 48 resolving β€” did not fire a second wake, confirming watcher died before it could observe the fill by Mimic-Ljuba. Any new BELOW or tech-stock intents posted since 06-08T18:42 were invisible.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved on intent 48 is the correct primary trigger β€” bets on its own open position resolving","ETH adverse-move guard (+1.5% from baseline) is calibrated correctly to catch thesis invalidation without over-triggering","Tech sell intent scan is mission-aligned β€” enables basket DCA without an extra scheduled wake","4h hard fallback is appropriate cadence for a patient directional agent"],"lacking":["No trigger watching for BinaryBet settlement outcome β€” once intent 48 filled and the 'live' deal formed, the watcher has nothing to fire on when the outcome res","Moot until SDK epidemic resolved β€” armed=false/pidAlive=false means the script cannot run regardless"],"suggestedChange":"Add a fifth trigger: ownBinaryBetSettled(belt, intentId='48') that fires when the live BinaryBet outcome is posted on-chain β€” so the agent wakes to claim payout rather than relying on manual intervention or protocol auto-settlement. This is"},"issues":[{"scope":"core","title":"SDK epidemic: watcher process dead, 4h fallback never fired","detail":"armed=false, pidAlive=false, nextFallbackMin=null β€” agent has been unreachable 656min. The armWatcher 4h fallback was set at 06-08T18:42 but never fired, confirming the process died before the deadline. This is the same root cause as 8 other agents.","fix":"Fleet-wide SDK restart / process supervisor fix β€” same fix as the epidemic-wide issue; bear-yosher is not special-cased here"},{"scope":"agent","title":"No settlement-claim trigger after BinaryBet is live","detail":"The wake script correctly watches intent 48 leaving the book, but once the BinaryBet is 'live' (matched by Mimic-Ljuba), there is no trigger for the settlement outcome event. If ETH closes below threshold and payout is claimable, the agent will not wake to collect.","fix":"Add ownBinaryBetSettled(intentId='48') as a sixth wake trigger in the next wake-script generation, alongside the existing four"}],"assessment":"Bear-yosher's BELOW bet is in-the-money (ETH $1,651 vs ~$1,700 threshold, ~$32 below baseline), but the agent has been crashed 656min and cannot claim the payout β€” the BinaryBet shows 'live' not 'settled', so the outcome window is still open while the agent is dead. The SDK epidemic (armed=false, pidAlive=false, nextFallbackMin=null) is the sole blocker; the mission logic and trade direction are both sound."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":72,"msgs":1802,"total":115359766,"totalUsd":63.59,"w5":16869043,"w5Usd":10.41,"w5PctPool":6.7,"w7":115359766,"w7Usd":63.59,"w7PctPool":4.8,"w5Son":13750183,"w7Son":91371200,"hourly":[4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.41,10.43,9.54,3.92,1.02,0,0,1.06,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T05:44:36.154Z","tokens":2343656,"usd":1.72,"msgs":30}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":754.42,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":683,"wakes":22,"firstWakeMs":1780943911000,"lastWakeMs":1780983360000,"ageMin":13,"lastWhy":"Stocks expiring urgently. SSV oracle surged repeatedly within single wake. Arithmetic error on SSV bid required addition","repeatWakes":19,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780985279791,"watching":"intent 286 expires soon OR new plain-swap (25min hard)","armed":true,"nextFallbackMin":19}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":712,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":709,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":826}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.89,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780939993063,"containerAgeMin":736,"wakes":1,"firstWakeMs":1780940859000,"lastWakeMs":1780940859000,"ageMin":722,"lastWhy":"First wake β€” no trailing returns. Establishing baseline prices. Taking ~25% starter position in BTC (strongest crypto by","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780946349589,"watching":"intent #28 resolves (fill/expiry) or 90min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Tenth consecutive dead cycle β€” last_wake_min_ago advanced 651β†’711 (+60min, clock-perfect, tenth identical tick). Watcher state unchanged: armed=false, pidAlive=false, nextFallbackMin=null. Intent #28 is confirmed fully settled (open_intents=0, settled_deals=1 ↔ LP-Maker-Matheus, realized_pnl=$16.27) β€” the exact trigger condition in current.ts was met while t","badge":"DEAD CLOCK-TICK","confidence":"high","bottomLine":"No state change whatsoever β€” armed=false/pidAlive=false/nextFallbackMin=null, +60min clock-tick confirmed for the tenth time. Intent #28 is fully settled on-chain (LP-Maker-Matheus filled the BTC swap, $16.27 realized PnL), but the watcher process was already dead when that fill landed, so the `ownIntentResolved` trigger never fired and the agent never re-decided. It is permanently halted until manually restarted.","rootCause":{"class":"structural","evidence":"Same SDK epidemic as 9/12 fleet agents. Watcher died after the single wake (06-08T17:47). Intent #28 fill by LP-Maker-Matheus is confirmed (settled_deals=1, open_intents=0, realized_pnl=$16.27), but the 90min fallback and the `ownIntentResolved` trigger both require a live watcher process β€” neither "},"reasoningRead":"The single recorded wake was sound: 'no trailing returns, establishing baseline, ~25% starter position in BTC (strongest crypto).' Quantitative and on-mission. But with exactly one wake in 711min, there is no ongoing reasoning to evaluate β€” the agent never got to execute its rotation or cash-out logic. Sound reasoning at t=0, then silence.","wakeTriggers":["ownIntentResolved(#28) β€” intent is already settled, so this would fire immediately on any restart","90min fallback β€” would have fired ~711min ago if the process were alive; never did","MISSING: no periodic market-scan trigger to re-prime the watcher if the intent resolves while the process is down"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Confirmed counterparty β€” filled Intent #28 (BTC swap). LP-Maker is the only agent alive and quoting swaps near oracle mid.","available":"ok β€” woke 44min ago, 12 open Swap intent"},{"agent":"swing-nikita","fit":"maybe","why":"Complementary directional strategy; could cross if swing fades what momentum buys.","available":"dead β€” 973min"},{"agent":"vulture-andrew","fit":"maybe","why":"Will take mispriced swaps; momentum's concentrated positions could be targets.","available":"dead β€” 624min"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” the process has been dead for 711min. No re-decide on the confirmed BTC fill; no rotation into ETH (near $1,651, which has moved since baseline); no cash-out evaluation. All post-fill momentum decisions missed.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on intent resolution (fill or expiry) β€” correct trigger for a swap-driven momentum agent waiting on its first position","90min fallback covers the 1h RFQ window with buffer β€” appropriate cadence for this intent type","Zero-LLM, correct structure"],"lacking":["Intent #28 is already resolved β€” the trigger condition is permanently met; the script is now a stale watchpoint on a closed event","No recovery path: if the watcher dies after posting an intent, there is no mechanism to re-arm on restart and detect the fill retroactively","After the first fill, momentum's mission requires market scanning (strongest mover), not intent-watching β€” the script has no forward path for the rotation loop"],"suggestedChange":"On restart, immediately check if the watched intent is already resolved and fire the wake synchronously before entering the poll loop β€” this unblocks the agent from permanent stall when the watcher dies mid-fill. Then replace the post-first"},"issues":[{"scope":"core","title":"Watcher process death leaves agents permanently unblocked on already-settled triggers","detail":"Intent #28 settled while the watcher was dead. On restart, `ownIntentResolved` would immediately return true and fire correctly β€” but the process never restarts automatically. This is the same structural failure killing 9/12 agents.","fix":"Fleet-level: implement watcher auto-restart or supervisor process that re-arms watchers after crash, checking intent state on boot."},{"scope":"agent","title":"Wake script is a dead-end after first fill β€” no rotation loop defined","detail":"The current.ts watches only for intent #28 resolution. Once filled (which it now is), the agent needs a new watcher for the rotation/cash-out logic β€” but current.ts has no second stage. The momentum mission (rotate as leadership shifts, cash when nothing works) requires a periodic market-scan watche","fix":"Add a post-fill watcher stage in current.ts: after intent resolves, re-arm with a 30min fallback + trailing-return scan trigger to drive the rotation loop."}],"assessment":"No state change whatsoever β€” armed=false/pidAlive=false/nextFallbackMin=null, +60min clock-tick confirmed for the tenth time. Intent #28 is fully settled on-chain (LP-Maker-Matheus filled the BTC swap, $16.27 realized PnL), but the watcher process was already dead when that fill landed, so the `ownIntentResolved` trigger never fired and the agent never re-decided. It is permanently halted until manually restarted."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"18th consecutive dead cycle β€” zero state change from last run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime spend (bootstrap only). Option-writer's ETH call ($1,688.45 strike, 0.15 USDC premium, ~23min to expiry) is live now β€” this is the 5th option posted by option-writer that this agent has missed","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"This agent has never woken β€” wake_script_source is null, no watcher ever armed. The 5th option-writer post (ETH call $1,688.45, 0.15 USDC, ~23min to expiry) is expiring now but is OTM by ~$37; an active agent would correctly pass on it. The lifetime miss tally is 5 posts, 0 takes, $0.00 realized.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null β€” agent was never initialized past bootstrap. No watcher script has ever existed. Not a crash; it simply never launched."},"reasoningRead":"N/A β€” agent has never executed a reasoning step. No wake loop, no logic, no decisions. Cannot assess reasoning quality.","wakeTriggers":["MISSING: no watcher script exists (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no option-book poll β€” would need to wake when option-writer posts a new ITM or near-decided option"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary counterparty β€” writes ETH/BTC options (12 settled deals); option-taker's sole purpose is to consume these posts","available":"ok per roster but watcher may be disarme"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also values options against external distributions; could compete for same option-writer posts but different settlement logic","available":"ok per roster, 0 deals"}],"reliableCounterparties":1,"missedOpportunities":"5 option-writer posts missed lifetime: puts at $1,654.55, $1,651.63, $1,648.25 (all expired OTM β€” not mission-appropriate in hindsight), one prior call (per last summary), and now ETH call $1,688.45 expiring in ~23min. Current call is OTM by ~$37 (ETH ~$1,651) β€” a live agent would correctly skip it per 'near-decided ITM' mission filter. Net actionable misses: likely 0 of 5 were mission-appropriate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” there is nothing to evaluate","No option-book poll to detect newly posted ITM/near-decided options from option-writer","No fallback cadence to periodically scan even in quiet book conditions"],"suggestedChange":"Write and deploy a watcher that polls option-writer's open intents on a 5–10min cadence, wakes when an option with strike within N% of oracle price and >50% time-to-expiry elapsed is found; fallback every 30min regardless."},"issues":[{"scope":"agent","title":"Watcher script never created β€” agent is permanently inert","detail":"wake_script_source=null, 0 wakes, $0.15 spend = bootstrap only. This is not a crash β€” the agent was never finished. No CLAUDE.md watcher exists.","fix":"Create current.ts for option-taker-matheus: poll option-writer's open option intents, filter for ITM or near-decided (oracle within 5% of strike, β‰₯60% time elapsed), wake and evaluate; 30min fallback."},{"scope":"agent","title":"Mission filter will correctly reject current live option","detail":"ETH call $1,688.45 with ETH at ~$1,651 is OTM by ~2.2% with <23min left β€” not 'near-decided ITM'. Once agent is live, it should pass on this, not take it.","fix":"Ensure mission filter enforces ITM + near-decided criteria strictly; don't wake for OTM options approaching expiry."}],"assessment":"This agent has never woken β€” wake_script_source is null, no watcher ever armed. The 5th option-writer post (ETH call $1,688.45, 0.15 USDC, ~23min to expiry) is expiring now but is OTM by ~$37; an active agent would correctly pass on it. The lifetime miss tally is 5 posts, 0 takes, $0.00 realized."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":957037,"w5Usd":0.19,"w5PctPool":0.4,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0.19,0,0,0,0,0,0,0,0.47,0.54,0,0,0,0,0.15,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":1,"balanceUsd":98.85,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":623,"wakes":20,"firstWakeMs":1780947228000,"lastWakeMs":1780983200000,"ageMin":16,"lastWhy":"Per mission: 'If even a cheap, near-money option won't clear, move is longer term, not fatter premium.' Tried premium dr","repeatWakes":0,"avgGapMin":32,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780986713738,"watching":"ETH call option (0x11d) resolves or 90min fallback","armed":true,"nextFallbackMin":42}},"verdict":{"summary":"Swap engine healthy: 12/12 settled deals all with LP-Maker, $16.99 realized PnL. Option engine: 0/5 fills across intents 0xd5β†’0xe6β†’0xf3β†’258β†’272 (ladder: 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0% ATM call). W19 pivoted from OTM put to ATM call ($1,665.4 strike) reasoning that ATM offers 'real intrinsic value' β€” but misidentifies the problem: it's buyer absence, not pricing. I","badge":"SWAPS OK / OPTIONS VOID","confidence":"high","bottomLine":"All $16.99 PnL comes from swaps (LP-Maker); the option sleeve has never filled across 5 consecutive writes. Option-taker-matheus (sole designed buyer) is dead. Polymarket-ljuba is alive and mission-allows option buying but has taken 0 of these β€” either they don't appear mispriced vs Polymarket's distribution, or polymarket-ljuba isn't scanning for them. The repricing ladder and ATM pivot show disciplined reasoning but are solving the wrong problem: this is counterparty starvation, not a pricing issue.","rootCause":{"class":"counterparty-starved","evidence":"0xd5 unfilled (4.4%, 1.5hr), 0xe6 unfilled (2.6%, 1.5hr), 0xf3 unfilled (2.0%, 1.5hr), intent 258 unfilled (2.0%, 4hr), intent 272 pending expiry (3.0% ATM call, 1.5hr) β€” all 12 settled deals are swaps with LP-Maker-Matheus; option counterparties: option-taker-matheus dead, vulture-andrew crashed (6"},"reasoningRead":"Sound execution logic, wrong diagnosis. The repricing-down ladder and ATM pivot show real discipline. But W19's reasoning ('ATM for real intrinsic value, not higher premium which never fills') treats the symptom (no fills) as a pricing problem β€” the actual cause is buyer absence. Lowering premium or moving to ATM cannot manufacture demand when no counterparty is awake or mission-aligned to buy. Th","wakeTriggers":["ownIntentResolved on intent 272 (filled/expired/cancelled)","90-min fallback (gives 30min margin beyond 60-min accept window)","MISSING: no trigger on counterparty availability β€” watcher cannot detect if option-taker-matheus recovers or if polymarket-ljuba posts a bid for an option"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"sole designed option buyer; mission explicitly covers ETH/BTC options","available":"DEAD β€” health=unknown, not in active fle"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission: 'value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones' β€” structurally elig","available":"alive (ok health, nextFallbackMin active"},{"agent":"vulture-andrew","fit":"maybe","why":"mission: 'take clearly-mispriced swaps and near-decided binaries' β€” could take a deep-ITM option near expiry as a near-decided bet","available":"CRASHED β€” stuck health, armed=false per "},{"agent":"lp-maker-matheus","fit":"no","why":"swap market-maker only; no option mandate","available":"alive, healthy β€” but irrelevant for opti"}],"reliableCounterparties":0,"missedOpportunities":"None for swaps β€” LP-Maker fills all swap intents promptly. For options: unmeasurable in reverse (no evidence that option-writer missed takeable option demand). The relevant missed opportunity runs the other way: polymarket-ljuba is alive and theoretically should evaluate these options against Polymarket's ETH distribution, but has taken none β€” either the options don't look mispriced to it, or poly","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM poll loop on ownIntentResolved β€” fires immediately on fill/expiry/cancel, no wasted wakes","90-min fallback gives 30-min margin past the 60-min accept window β€” correct for catching expiry and repricing","Intent ID hardcoded per-wake (regenerated each cycle) β€” clean, no stale references","Cadence appropriate: option with 60-min accept window, ~28min avg gap β€” reasonable polling frequency"],"lacking":["No signal path for counterparty recovery β€” if option-taker-matheus revives mid-cycle, watcher won't accelerate","Accept window (60min) is shorter than fallback (90min): watcher will keep polling 30min after the intent is no longer acceptable by design β€” harmless but slight"],"suggestedChange":"Align fallback to accept window + small margin: fallbackMs = 65 * 60_000 (65min). The current 90min means 30min of dead polling after the option can no longer be taken. Savings: ~30min/cycle of needless watcher CPU, and the agent reprices 2"},"issues":[{"scope":"core","title":"Option-taker-matheus is permanently dead; option market has no demand side","detail":"5 consecutive option writes, 0 fills. The option engine's designed counterparty (option-taker-matheus) has health=unknown and is absent from the fleet. polymarket-ljuba is alive but has taken 0 option intents despite being mission-eligible. Until a buyer exists, every option write is a gas spend wit","fix":"Revive option-taker-matheus, OR audit why polymarket-ljuba (0 deals, alive) isn't evaluating option-writer's open intents against its Polymarket distribution model β€” if polymarket-ljuba's watcher doesn't scan for open option intents from other agents, add that check."},{"scope":"agent","title":"Option engine should pause or reduce frequency until a buyer is confirmed alive","detail":"Agent is posting one option intent per ~28min avg wake, each burning ~110k wei gas, with $0 return across 5 attempts. The 'reprice cheaper' discipline is correct but cannot overcome buyer absence. The swap engine is working; continued option posting at current rate is negative-EV until counterparty ","fix":"Add a circuit-breaker: after N consecutive unfilled option expiries (suggest N=4, already hit), skip option posting for K wakes (suggest K=3) and log 'option engine paused: no counterparty activity detected'. Resume when book shows an option-eligible counterparty active, or on manual reset."}],"assessment":"All $16.99 PnL comes from swaps (LP-Maker); the option sleeve has never filled across 5 consecutive writes. Option-taker-matheus (sole designed buyer) is dead. Polymarket-ljuba is alive and mission-allows option buying but has taken 0 of these β€” either they don't appear mispriced vs Polymarket's distribution, or polymarket-ljuba isn't scanning for them. The repricing ladder and ATM pivot show disciplined reasoning but are solving the wrong problem: this is counterparty starvation, not a pricing issue."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":1,"msgs":16,"total":841333,"totalUsd":0.17,"w5":841333,"w5Usd":0.17,"w5PctPool":0.3,"w7":841333,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T00:55:59.890Z","tokens":841333,"usd":0.17,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":589,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":588,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":851}},"verdict":{"summary":"Agent remains ARMED (pidAlive=true, nextFallbackMin=862, down from 922 β€” ~60min elapsed, consistent pacing). Both maker intents #32 (BTC<$64k) and #89 (ETH<$1700, Jun9 16:00 UTC expiry) still unfilled, 0 settled deals. BTC ~$63,457 and ETH ~$1,651 keep both bets ITM from the poster's side β€” rational takers are absent by design. Plan-to-expiry is confirmed: t","badge":"ARMED, HOLDING ITM","confidence":"high","bottomLine":"Polymarket-ljuba is ALIVE and holding two ITM maker bets (#32 BTC<$64k at shade 0.617, #89 ETH<$1700 at shade 0.588) to their Jun9 16:00 UTC expiry. With BTC ~$63,457 and ETH ~$1,651, no rational taker will appear without a price reversal; the pre-expiry wake at T-5min is the designed resolution point. Zero settled deals is the correct state for an ITM maker in a thin book with all natural takers (Arb-Hunter-Tom, Vulture-Andrew) crashed.","rootCause":{"class":"counterparty-starved","evidence":"Both potential taker agents are crashed: arb-hunter-tom (armed=false, pidAlive=false, 587min ago), vulture-andrew (armed=false, pidAlive=false, 624min ago). Remaining fleet agents (LP-Maker, Option-Writer, Momentum-Nikita) have no mandate to take directional binary bets. ITM status (BTC $630 below s"},"reasoningRead":"Sound, solving the right problem. W1 cited Polymarket $158k liquidity + $52k/day volume and oracle-vs-strike gap ($63,457 vs $64k); W2 cited 10.3% edge on ETH$1700. Shade logic (0.617 = Polymarket implied βˆ’ 1.5%, 0.588 = implied βˆ’ 1.5%) is disciplined. The agent made two well-priced maker posts and is now correctly waiting β€” no churn, no re-derivation. The only open question is whether the pre-exp","wakeTriggers":["intent#32 or #89 resolves (fill or expiry) via ownIntentResolved()","5min before Jun9 16:00 UTC expiry (EXPIRY_SEC - 300 hardcoded)","new BinaryBet or Option intent appears on book from non-self poster","fallback: Jun9 20:00 UTC (4h after expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"mission explicitly includes near-decided binary bets; both #32 and #89 are near-decided ITM","available":"CRASHED β€” armed=false, pidAlive=false, 5"},{"agent":"vulture-andrew","fit":"yes","why":"mission: take near-decided binaries and near-sure-win intents","available":"CRASHED β€” armed=false, pidAlive=false, 6"},{"agent":"bear-yosher","fit":"maybe","why":"short ETH/BTC bias could align with taking the opposite side of a 'below' bet if prices reversed, but mission centers on perps not binaries","available":"CRASHED β€” armed=false, pidAlive=false, 6"},{"agent":"lp-maker-matheus","fit":"no","why":"swap/quote mission, no binary mandate","available":"disarmed (armed=false) β€” mass expiry ris"}],"reliableCounterparties":0,"missedOpportunities":"Option-Writer's ETH call ($1,688.45 strike, 0.15 USDC premium, ~23min to expiry per fleet context) was potentially evaluable β€” ETH at $1,651 makes the call OTM (strike > spot), so buying it would be a bet on a ~$37 rally in 23min; Polymarket's implied probability of that move is likely near-zero, so passing is correct. No missed opportunity identified. Note: watcher scans for new BinaryBet/Option ","wakeScript":{"wellReasonedForMission":true,"good":["pre-expiry fireWake at T-5min (EXPIRY_SEC - 300) β€” exactly what a maker holding to expiry needs to settle or reassess","ownIntentResolved() checks on both #32 and #89 β€” will catch fill or expiry correctly","newMatches() scan for new BinaryBet/Option intents from other posters β€” keeps the taker side of the mission active while holding maker positions","baseline-round guard (seen=null β†’ return) prevents spurious first-loop fires","fallback 4h post-expiry is generous but correct β€” settlement may lag oracle confirmation"],"lacking":["no price-threshold trigger: if BTC rallies toward $64k or ETH toward $1,700, a counterparty window would open β€” watcher won't proactively wake for that, relying","60s polling loop is acceptable but means up to 60s latency on new intent detection; for a patient taker/maker this is fine"],"suggestedChange":"Add a Polymarket odds-shift trigger: if either bet's Polymarket implied probability moves >5% since last wake (toward the 'above' side, reducing ITM confidence), fire a wake to reassess whether to cancel/repost at a better shade. This close"},"issues":[{"scope":"agent","title":"All natural binary takers crashed β€” ITM maker bets have zero counterparty pool","detail":"Arb-Hunter-Tom (armed=false, 587min), Vulture-Andrew (armed=false, 624min), Bear-Yosher (armed=false, 654min) are the three agents with mandates to take near-decided binaries. All three are crashed. Polymarket-ljuba's ITM bets (#32, #89) will expire unmatched regardless of pricing quality.","fix":"Fleet restart of arb-hunter-tom or vulture-andrew is the highest-leverage move β€” either would be a natural taker if prices reverse even modestly toward the strikes before 16:00 UTC."},{"scope":"agent","title":"No cancel path if market reverses and agent wants to withdraw maker exposure pre-expiry","detail":"Wake script has no mechanism to cancel intents #32/#89 if ETH/BTC spike toward strikes β€” the agent holds to expiry regardless of changing risk. Currently fine (both ITM), but if BTC rallies to $63,900 the agent's 0.617-shade maker would suddenly attract takers at unfavorable odds.","fix":"Add a cancel-intent-if-odds-flipped branch in the pre-expiry wake handler, or add a Polymarket implied-probability threshold check in the loop that triggers early reassessment before a taker appears."}],"assessment":"Polymarket-ljuba is ALIVE and holding two ITM maker bets (#32 BTC<$64k at shade 0.617, #89 ETH<$1700 at shade 0.588) to their Jun9 16:00 UTC expiry. With BTC ~$63,457 and ETH ~$1,651, no rational taker will appear without a price reversal; the pre-expiry wake at T-5min is the designed resolution point. Zero settled deals is the correct state for an ITM maker in a thin book with all natural takers (Arb-Hunter-Tom, Vulture-Andrew) crashed."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":751,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":749,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed dead at 738min (armed=false, pidAlive=false) β€” +2min since last read, structurally unchanged. Focus answer: LP-Maker's BTC ask has RISEN to $63,650 (12.73 USDC / 0.0002 BTC), which now EXCEEDS Lior's implied bid of ~$63,348 by ~$302 β€” the crossing spread has reversed from +$298 favorable last run to -$302 unfavorable this run. Even if Lior were ali","badge":"DEAD β€” CROSSING CLOSED","confidence":"high","bottomLine":"The BTC crossing window that existed last run (+$298 spread in Lior's favor) has reversed: LP-Maker's ask jumped ~$600 to $63,650 vs Lior's ~$63,348 implied bid, now a $302 gap in the wrong direction. Lior remains fully dead at 738min with 0 open intents, 0 settled deals, 1 lifetime wake β€” both the watcher and the immediate trading opportunity are gone.","rootCause":{"class":"structural","evidence":"Watcher process died before 4h fallback fired (expected ~21:20 UTC 06-08, now 738min offline); intent #13 shows 0 open_intents β€” likely expired without fill; LP-Maker's BTC ask rose from $63,050 (prior run) to $63,650 now, reversing the crossing spread from +$298 to -$302"},"reasoningRead":"The single wake was on-mission: BTC identified as most underweight at -35pp, 7 USDC DCA slice posted as intent #13. Watcher logic was sound at time of writing. No churn. The only agent-side flaw is a hardcoded past market-open timestamp β€” watcher stability failure is a core SDK issue, not a reasoning failure by this agent.","wakeTriggers":["intent #13 resolves via ownIntentResolved polling β€” intent appears expired (0 open_intents)","US market open 2026-06-08T17:30:00Z β€” PAST and hardcoded, stale on any relaunch","4h fallback β€” should have fired ~21:20 UTC 06-08; did not (watcher process died before it triggered)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker posts BTC/ETH swaps Lior would DCA into; but LP-Maker's current BTC ask ($63,650) now exceeds Lior's implied bid (~$63,348) by $302","available":"ok (but ask price moved above Lior's bid"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker's prior BTC intent (ask ~$63,050) was crossable at +$298 spread β€” Lior was dead and missed it. That window has since closed as LP-Maker's ask rose to $63,650, which now exceeds Lior's implied bid.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven: fires on intent #13 resolution rather than polling blind on an irrelevant signal","Patient cadence: 4h fallback appropriate for a one-slice-per-wake DCA mission","Market-open trigger logically aligned with the stock DCA component of the portfolio"],"lacking":["Hardcoded market-open epoch (new Date(\"2026-06-08T17:30:00Z\")) is now >24h stale β€” any relaunch computes msToMarketOpen < 0, skipping the trigger entirely","Watcher process terminated before the 4h fallback could fire β€” the safety net didn't hold (core issue, not agent-side)"],"suggestedChange":"Replace the hardcoded market-open timestamp with a dynamic next-weekday-17:30-UTC calculation so any relaunch targets the correct upcoming session β€” this is the only agent-side fix needed; watcher process stability is a core issue."},"issues":[{"scope":"agent","title":"Hardcoded past market-open timestamp in wake script","detail":"wake_script_source uses new Date(\"2026-06-08T17:30:00Z\") β€” now >24h in the past; a relaunch would compute msToMarketOpen < 0 and silently skip the market-open setTimeout trigger","fix":"Compute next US market open dynamically (next weekday 17:30 UTC after Date.now()) so the trigger is valid on any relaunch day"},{"scope":"core","title":"Watcher process crash β€” 4h fallback failed to fire","detail":"Watcher armed with 4h fallback at ~17:20 UTC 06-08; expected fire ~21:20 UTC; agent is now 738min offline with armed=false pidAlive=false. Part of the 9/12 agent epidemic.","fix":"Investigate SDK process supervision; ensure fallback timer survives transient failures or is rescheduled by an external watchdog"}],"assessment":"The BTC crossing window that existed last run (+$298 spread in Lior's favor) has reversed: LP-Maker's ask jumped ~$600 to $63,650 vs Lior's ~$63,348 implied bid, now a $302 gap in the wrong direction. Lior remains fully dead at 738min with 0 open intents, 0 settled deals, 1 lifetime wake β€” both the watcher and the immediate trading opportunity are gone."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":604,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":597,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 586min crashed (+60min from 526min last run β€” SDK epidemic, armed=false/pidAlive=false). Intent #78 expired (open_intents=0 confirmed), settled_deals=0, no fill ever. Structural price gap marginally narrowed but still unbridgeable: LP-Maker's current sNVDA ask $209.97/share (oracleΓ—1.008) is ~$1.17 above stacker's ceiling oracleΓ—1.005 (~$208.80 at oracle","badge":"CRASHED STRUCTURALLY BLOCKED","confidence":"high","bottomLine":"Gap has not changed materially: LP-Maker asks $209.97 vs stacker's $208.80 ceiling β€” a $1.17 mismatch (prior: ~$1.20). Even full SDK recovery wouldn't produce a deal; the price ceiling parameter is the real blocker. SDK revival is prerequisite, but the structural gap is the primary fix target.","rootCause":{"class":"structural","evidence":"LP-Maker posts 0.06 sNVDA β†’ 12.5978 USDC = $209.97/share (oracleΓ—1.008); stacker ceiling = oracleΓ—1.005 = $208.80 at oracle $207.76 β€” gap $1.17. No other sNVDA sell-side exists on the roster. Intent #78 expired unfilled (0 settled deals lifetime)."},"reasoningRead":"Sound reasoning, wrong parameter. Stacker correctly watches for sell-side sNVDA ≀ oracleΓ—1.005 and oracle drift. The problem is the ceiling itself β€” set at oracleΓ—1.005 β€” is tighter than every available ask from the only liquid counterparty (LP-Maker at oracleΓ—1.008). The agent is executing its logic correctly but its price tolerance makes a deal structurally impossible with the current fleet comp","wakeTriggers":["intent 78 resolves (filled or expired) β€” already expired, trigger is stale","new sell-side sNVDA ≀ oracleΓ—1.005 appears on book","sNVDA oracle drifts >0.5% from $207.76","MISSING: hardcoded fallback AFTERHOURS_TS=1780950600 (June 8 20:30 UTC) is 24h+ stale β€” next watcher will arm with a past timestamp, producing near-zero or nega"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only live sNVDA seller but asks oracleΓ—1.008 ($209.97) β€” $1.17 above stacker's oracleΓ—1.005 ceiling ($208.80). Price gap unchanged from prio","available":"ok (but mismatched price)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no sell-side sNVDA at ≀ oracleΓ—1.005 has appeared on the book. The only sNVDA ask is LP-Maker at oracleΓ—1.008, which stacker's filter correctly rejects. Zero fillable intents have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly filters sell-side sNVDA at price ≀ oracleΓ—1.005 (mission-aligned ceiling check)","Oracle drift trigger (>0.5%) ensures repost if the market moves, preventing stale bait bid","ownIntentResolved check prevents double-posting while #78 was live","60s poll cadence is reasonable for a patient limit-order agent"],"lacking":["AFTERHOURS_TS hardcoded to 1780950600 (June 8 20:30 UTC) β€” stale on next wake; fallbackMs will clamp to 60s minimum, causing near-immediate fallback fire rather","newMatches skips first poll iteration (initializes `seen` without acting), requires two cycles to detect a fresh intent β€” minor latency"],"suggestedChange":"Compute fallback dynamically on each wake (e.g., next market-hours close or `30 * 60 * 1000` from now) rather than hardcoding a wall-clock timestamp; the stale AFTERHOURS_TS will misfire on every wake after June 8."},"issues":[{"scope":"core","title":"SDK epidemic β€” agent crashed 586min, no self-recovery","detail":"armed=false, pidAlive=false, no wakes since 06-08T19:52. Part of the 9/12 fleet-wide crash. Stacker cannot post, repost, or watch the book.","fix":"Fleet-wide SDK restart; stacker has no agent-side code defect blocking revival."},{"scope":"agent","title":"Structural price ceiling too tight for current fleet","detail":"Stacker ceiling oracleΓ—1.005 ($208.80) is persistently below LP-Maker's ask oracleΓ—1.008 ($209.97) β€” $1.17 gap, marginally narrowed from ~$1.20 prior run but effectively unchanged. No fill is possible with the only live sNVDA seller.","fix":"Raise stacker's ceiling to oracleΓ—1.008 or oracleΓ—1.010 in CLAUDE.md to overlap LP-Maker's quote; alternatively, mission-parameter discussion with owner about cost tolerance."},{"scope":"agent","title":"Hardcoded AFTERHOURS_TS will be stale on next wake","detail":"AFTERHOURS_TS = 1780950600 (June 8 20:30 UTC) is 24h+ in the past. On revival, `msUntilAfterhours` goes negative, `Math.max(60_000, ...)` clamps to 60s, and the fallback fires almost immediately β€” defeating the patient 30-min hold.","fix":"Replace hardcoded timestamp with a dynamic computation: `const fallbackMs = 30 * 60 * 1000` (or next-session-close relative to Date.now()) generated fresh each wake."}],"assessment":"Gap has not changed materially: LP-Maker asks $209.97 vs stacker's $208.80 ceiling β€” a $1.17 mismatch (prior: ~$1.20). Even full SDK recovery wouldn't produce a deal; the price ceiling parameter is the real blocker. SDK revival is prerequisite, but the structural gap is the primary fix target."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780940547501,"containerAgeMin":727,"wakes":1,"firstWakeMs":1780924988000,"lastWakeMs":1780924988000,"ageMin":986,"lastWhy":"First wake setup β€” need approval to trade when signals fire","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780944297010,"watching":"60 min warmup sample collection","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"975min dead (+60min from last summary β€” seventh consecutive identical cycle, change: none). State locked: armed=false/pidAlive=false/nextFallbackMin=null, wakes=1, $0 spend in last 5h, lifetime $0.56 from single USDC-approval wake at 06-08T13:23. Step-1 question answered definitively: no fragment of state change. The wake script uses armWatcher with a proces","badge":"DEAD NO RECOVERY","confidence":"high","bottomLine":"swing-nikita has been dead 975min with zero state change across 7 cycles. The watcher process exited after the USDC approval wake; its process-local 60-min fallback (runWatchLoop) died with it. Armed=false + pidAlive=false + nextFallbackMin=null is the complete picture β€” nothing will self-heal. This is a core SDK gap shared by 9/12 agents.","rootCause":{"class":"structural","evidence":"Single wake 06-08T13:23 (975min ago, tx 0x0d06163644f8581c3ec4dd02551e60135e15b695...), watcher PID exited post-approval, armWatcher fallbackMs=60*60_000 is process-local and non-recoverable once PID=dead. No deals, no intents, not-indexed settled_deals."},"reasoningRead":"No agent reasoning to evaluate β€” swing-nikita never progressed past USDC approval into any trading loop. The wake script logic is sound for a running process (time-based warmup sampler is appropriate for a dislocation-fade strategy that needs price history before it can identify dislocations). But the script is irrelevant: the agent isn't stalled in warmup, it's dead. Sound design, wrong problem.","wakeTriggers":["60-min fallback via runWatchLoop (process-local β€” requires PID alive; currently dead since 06-08T13:23)","MISSING: external watchdog or fleet-level restart mechanism to revive a dead PID"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for delivered swaps once swing-nikita is active β€” LP-Maker quotes near oracle mid with deep inventory","available":"ok but 12 intents expiring in 31–60min, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher dead and blind to book since 06-08T13:23; cannot assess what dislocation signals fired in 975min of downtime","wakeScript":{"wellReasonedForMission":true,"good":["Time-based warmup cadence (60-min fallback) is correct for a price-history-dependent strategy β€” dislocation-fade needs a trailing average before it can trade","Zero-LLM, pure timer β€” correct for a watcher that has nothing to poll","armWatcher + runWatchLoop pattern is the right SDK call sequence"],"lacking":["Process-local fallback timer dies with the PID β€” no self-healing once crashed","No external signal or book-event trigger to supplement the time-based fallback (agent would benefit from a price-sample-collected event once warmup is complete)"],"suggestedChange":"Core fix (not agent-specific): add a fleet-level watchdog that detects armed=false AND pidAlive=false AND nextFallbackMin=null and restarts the watcher process β€” this single change would unblock 9/12 crashed agents including swing-nikita."},"issues":[{"scope":"core","title":"No external restart mechanism for dead watcher processes","detail":"armWatcher schedules a process-local fallback; when the PID exits the timer is gone. 9/12 agents (including swing-nikita at 975min) are in this dead state with no self-recovery path. swing-nikita's warmup script is correct β€” the problem is the platform, not the agent.","fix":"Implement a fleet watchdog (cron or supervisor) that polls watcher.armed && watcher.pidAlive; any agent with both false restarts its current.ts. swing-nikita would self-resume at next wake, collect price samples over ~3–5 fallback cycles, then begin posting dislocation swaps."}],"assessment":"swing-nikita has been dead 975min with zero state change across 7 cycles. The watcher process exited after the USDC approval wake; its process-local 60-min fallback (runWatchLoop) died with it. Armed=false + pidAlive=false + nextFallbackMin=null is the complete picture β€” nothing will self-heal. This is a core SDK gap shared by 9/12 agents."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.45,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":644,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":637,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crash duration now 626min (326β†’386β†’446β†’506β†’626 β€” fifth consecutive cycle, this gap +120min vs prior +60min/cycle, deterioration accelerating). All 6 lifetime deals confirmed pre-crash, settled passively when LP-Maker filled the rebalance-buy intents posted at the single 06-08T19:12 wake β€” zero active vulture behaviour ever observed. wake_script_source is nul","badge":"CRASHED MISSING BOOK","confidence":"high","bottomLine":"Vulture is confirmed crashed (armed=false, pidAlive=false, no fallback) for 626min and actively blind to LP-Maker's 12 expiring Swaps. The SSV rate ($2.11/SSV) cannot be assessed for mispricing without a live oracle β€” but the agent is structurally incapable of assessing any of them. The $92.39 PnL is entirely a pre-crash artifact; zero vulture edge has been demonstrated in any wake.","rootCause":{"class":"structural","evidence":"watcher armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” total platform death; single lifetime wake posted buy intents rather than taking/baiting, consistent with flat wallet (all tokens at 0 at wake time); all 6 deals settled passively post-wake by LP-Maker, not by vultu"},"reasoningRead":"The one wake's reasoning ('flat wallet β€” all tokens at 0, need basket to fund any deal or post bait') is contextually coherent but mission-misaligned: posting rebalance-buy intents at oracle mid is LP-Maker behaviour, not vulture behaviour. A true vulture with no inventory should scan the book for takeable mispriced intents first, only posting bait when it has collateral. Sound reasoning applied t","wakeTriggers":["Unknown β€” wake_script_source is null; watcher config unreadable","MISSING: book-scan trigger for LP-Maker Swap intents priced outside oracle band","MISSING: near-decided BinaryBet scanner (core vulture mission branch completely absent from observed behaviour)","MISSING: fallback timer β€” nextFallbackMin=null means no self-recovery path exists"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (all 6 deals); currently has 12 open Swaps in the book expiring in 31–60min β€” the exact targets vulture should b","available":"ok β€” armed, active"},{"agent":"bear-yosher","fit":"maybe","why":"BinaryBet poster; vulture mission explicitly includes near-decided binaries β€” bear is crashed (654min) so no live bets to take","available":"stuck/crashed"},{"agent":"option-writer-matheus","fit":"maybe","why":"ETH call at $1,688.45 strike, 0.15 USDC premium expiring in ~23min β€” deeply OTM at current ETH ~$1,651; not a near-decided vulture target","available":"ok"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trader, not a mispriced-intent poster; no exploitable flow for vulture","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable β€” watcher is blind to the book. However: LP-Maker's 12 open Swaps (including SSV: 4 SSV β†’ 8.437 USDC β‰ˆ $2.11/SSV) are live and expiring in 31–60min; whether any are outside normal oracle spread cannot be determined without a live oracle feed, but vulture is structurally incapable of assessing them regardless. If even one Swap is mis-priced by >1%, vulture is missing a core-mission tak","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” cannot evaluate design; watcher is fully absent","No fallback timer configured (nextFallbackMin=null) β€” agent cannot self-recover under any circumstance","Prior wake posted buy intents rather than scanning for takeable mispriced intents β€” taker branch of mission never exercised"],"suggestedChange":"Restore the watcher with a book-scan trigger: wake whenever LP-Maker (or any agent) posts a Swap intent whose rate deviates >N% from the oracle mid, plus a 30–60min fallback heartbeat. This directly addresses the mission's primary edge (tak"},"issues":[{"scope":"agent","title":"Watcher fully dead β€” no script, no fallback, no recovery path","detail":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null. Fifth cycle of deterioration (626min). Agent cannot restart itself or be triggered by any event.","fix":"Manual restart required; restore watcher with book-deviation trigger + 30–60min fallback timer before LP-Maker's 12 Swaps expire (~31min window remaining)."},{"scope":"agent","title":"Taker branch of mission never exercised","detail":"Only wake posted buy intents (maker behaviour); all 6 deals are LP-Maker passively filling those intents. The 'take clearly-mispriced swaps' half of the mission has produced zero trades in vulture's lifetime.","fix":"CLAUDE.md should enforce: at each wake, first scan open intents for oracle-band deviations before posting any bait; only post bait when inventory allows collateral."},{"scope":"core","title":"Null wake_script_source breaks observability and restart","detail":"When watcher dies without a readable script, the board cannot assess mission fit and operators cannot diagnose or replay the failure.","fix":"SDK should persist the last-known watcher script to a recoverable location so it survives process death; surface it in the snapshot even when the process is down."}],"assessment":"Vulture is confirmed crashed (armed=false, pidAlive=false, no fallback) for 626min and actively blind to LP-Maker's 12 expiring Swaps. The SSV rate ($2.11/SSV) cannot be assessed for mispricing without a live oracle β€” but the agent is structurally incapable of assessing any of them. The $92.39 PnL is entirely a pre-crash artifact; zero vulture edge has been demonstrated in any wake."}}],"unattributed":{"sessions":219,"tokens":39795715,"usd":26.12,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.29,11.57,10.79,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":624,"tokens":15442392,"usd":36.86,"w5":2439168,"w5Usd":6.56,"hourly":[1.35,1.29,1.38,1.27,1.27,1.58,1.25,1.07,1.66,0.99,5.13,5.17,1.3,0,2.18,5.69,4.29,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":179030779,"grandUsd":130.43,"grandSessions":923,"attributedTokens":123792672,"unattributedTokens":39795715,"boardTokens":15442392,"reassembledTokens":179030779,"tokensBalance":true,"attributionPct":75.7,"multiMatchSessions":2,"sessionsScanned":1307,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":7278,"dedupedMsgs":3167,"rawTokens":390575172,"dedupedTokens":179030779,"dupRatio":2.182}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T05:47:11.748Z","swarm":{"headline":"SDK EPIDEMIC, SINGLE HUB BLEEDING","funnel":{"posted":302,"settled":25,"conversionPct":8.3,"byTemplate":{"Swap":25,"BinaryBet":0,"Options":0,"Perpetual":0}},"liquidityMap":[{"market":"Swap (ETH/BTC/sStocks/SSV ↔ US","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus (12 deals) | LP-Maker ← Vulture-Andrew (6 deals, pre-crash) | LP-Maker ← Arb-Hunter-Tom (1) | LP-Maker ← Momentum-Nikita (1) | LP-Maker ← Bear-Yosher (1)","status":"LP-Maker is sole active hub; all taker-side agents crashed; 21/25 settled deals "},{"market":"BinaryBet (BTC/ETH directional","flow":"Polymarket-Ljuba β†’ [no takers] | Bear-Yosher ↔ Mimic-Ljuba (1 live, outcome pending)","status":"Polymarket-Ljuba 2 ITM intents stranded (arb-hunter-tom + vulture-andrew both cr"},{"market":"Options (ETH calls/puts)","flow":"Option-Writer-Matheus β†’ [no takers]","status":"Structurally void: 5 options expired unfilled (intents 0xd5β†’0xe6β†’0xf3β†’258β†’272); "},{"market":"Synthetic stocks (sNVDA accumu","flow":"Stacker-Massimo β†’ LP-Maker-Matheus [price gap blocks]","status":"Frozen even ignoring crash: LP ask oracleΓ—1.008 ($209.97) exceeds stacker ceilin"}],"causalLinks":[{"cause":"SDK armWatcher fallback is process-local β€” when the watcher PID exits, the fallback timer dies with it","effect":"8 agents have been dead 586–975min with zero self-recovery; every cycle adds exactly 60min to each dead agent's counter,","evidence":"swing-nikita 975min, rebalancer-lior 738min, momentum-nikita 711min, bear-yosher 656min, vulture-andrew 626min, arb-hunter-tom 589min, stacker-massimo 586min β€” all armed=false/pidAlive=false/nextFallb"},{"cause":"LP-Maker is the only active maker and prices at oracle-mid with no spread","effect":"Informed takers (option-writer, arb-hunter-tom pre-crash) systematically cross when they see edge, leaving LP short the ","evidence":"21/25 settled deals involve LP-Maker as counterparty; realized_pnl=-$59.67; token_burn_usd=$16.83; at this burn rate pool exhausted in ~35h"},{"cause":"Option-Taker-Matheus was never initialized (wake_script_source=null, wakes=0, 18 cycles of no-op)","effect":"Option-Writer's option engine is structurally void β€” 5 options posted across all strike/expiry variants all expired unfi","evidence":"intents 0xd5β†’0xe6β†’0xf3β†’258β†’272 all 0 fills; intent 272 (ATM call $1,688.45 strike, 0.15 USDC) expired ~13min into this cycle; option-taker lifetime_spend=$0.15 (bootstrap only)"},{"cause":"Arb-Hunter-Tom (589min dead) and Vulture-Andrew (626min dead) are the only agents with a directional binary bet mandate","effect":"Polymarket-Ljuba's 2 ITM positions β€” BTC<$64k (BTC at $63,457, $543 ITM) and ETH<$1700 (ETH at $1,651, $49 ITM) β€” have z","evidence":"polymarket-ljuba reliableCounterparties=0; arb-hunter-tom armed=false/pidAlive=false 589min; vulture-andrew armed=false/pidAlive=false 626min; both intents visible in open book"},{"cause":"Mimic-Ljuba uses hardcoded FAIR_PROB=0.5 flat prior instead of oracle-calibrated probability","effect":"hasEdge() passed at BTC $63,383 for the 'above $65k in 24h' side (~10–15% true fair); agent took a deep OTM position and","evidence":"Deal #3 ↔ Bear-Yosher at BTC $63,383 vs $65k strike; bear-yosher summary confirms ETH ~$1,651 is directionally in bear's favor; Mimic-Ljuba holds the losing side with FAIR_PROB=0.5 hardcoded"}],"insights":[{"severity":"critical","title":"SDK epidemic: 8/12 watcher processes dead, no self-recovery mechanism","detail":"8 agents have been continuously dead 586–975min. The armWatcher fallback timer is in-process β€” process death is unrecoverable with current SDK. Clock-tick confirmations (each dead agent advancing exactly +60min per cycle) prove zero partial rearming is occurring. Not a transient failure: this is a structural SDK gap affecting every agent that relied on in-process scheduling.","evidence":"swing-nikita 975min, rebalancer-lior 738min, momentum-nikita 711min, bear-yosher 656min, vulture-andrew 626min, arb-hunter-tom 589min, stacker-massimo 586min β€” all armed=false/pidAlive=false/nextFallbackMin=null","scope":"core","fix":"Implement external supervisor (systemd/PM2/cron watchdog) that monitors watcher PIDs and re-arms dead processes; alternatively move fallback timers to a durable external scheduler (DB-backed or platform cron) that survives process death"},{"severity":"critical","title":"Option-Taker never deployed β€” 5 options expired, 6th missed at cycle start","detail":"Option-Taker-Matheus has reached cycle 18 with 0 wakes, null wake script, and $0.15 total spend (bootstrap only). Option-Writer posted 5 distinct options β€” premium ladder 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0% ATM β€” all expired unfilled. The entire option market arc is blocked by a single uninitialized agent. This is a fleet configuration gap, not an SDK crash.","evidence":"option-taker wakes=0, wake_script_source=null; option-writer settled_deals=12 swaps / 0 options; intents 0xd5β†’0xe6β†’0xf3β†’258β†’272 all unfilled; intent 272 expired during this cycle","scope":"fleet","fix":"Initialize option-taker-matheus immediately with a wake script that monitors option-writer's posted calls/puts and takes when IV-implied edge exceeds threshold β€” this unblocks the only option market in the fleet"},{"severity":"critical","title":"LP-Maker is sole hub, bleeding PnL β€” pool at risk of exhaustion in ~35h","detail":"LP-Maker is counterparty to 21/25 settled deals. Oracle-mid pricing with no spread creates adverse selection: informed takers cross only when they see edge, leaving LP short the profitable leg. Realized PnL -$59.67. Token burn $16.83 in 5h = 12.2% of pool. At current rate, pool exhaustion in ~35h β€” this would remove the only active liquidity hub for the entire fleet. 12 open intents expire in 21–51min; watcher is armed (nextFallbackMin=","evidence":"realized_pnl=-$59.67; token_burn_usd=$16.83; 12 LP-Maker swaps open in book with 21–51min TTL; watcher armed=true/nextFallbackMin=22","scope":"fleet","fix":"Add bid-ask spread to LP-Maker quotes (e.g. oracle Β± 0.3%) to compensate for adverse selection; add a pool-drain circuit breaker that pauses posting if pool falls below 20%"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded β€” mispriced live position locked in","detail":"Agent holds active BinaryBet ('above $65k in 24h') taken at BTC $63,383 β€” ~1.6% OTM on a 24h window with ~10–15% true fair probability. The '+22pp locked edge' in w7 is entirely a flat-prior artifact. Bear-Yosher (crashed, 656min) holds the counterparty side which is deep ITM. Mimic-Ljuba's position will likely settle against it.","evidence":"Deal #3 ↔ Bear-Yosher; BTC oracle $63,457 vs $65k strike; FAIR_PROB=0.5 confirmed in wake script; w5 log shows hasEdge() passed at $63,383","scope":"fleet","fix":"Replace hardcoded FAIR_PROB=0.5 with oracle-calibrated probability (log-normal or simple implied-vol using BTC current price and time-to-expiry) before next binary bet post"},{"severity":"warn","title":"Polymarket-Ljuba 2 ITM positions, 0 capable takers in fleet","detail":"Both intents (BTC<$64k at $63,457 = $543 ITM; ETH<$1700 at $1,651 = $49 ITM) sit in the open book with 613min to expiry (2026-06-09 16:00 UTC). The only agents historically capable of taking directional binary bets β€” arb-hunter-tom and vulture-andrew β€” are both dead 589min and 626min respectively. These positions will expire unfilled unless the SDK fix lands in the next 10h.","evidence":"polymarket-ljuba reliableCounterparties=0; arb-hunter-tom/vulture-andrew both armed=false/pidAlive=false; both intents in open book with deposit balances (10 USDC + 6.21/7.01 USDC)","scope":"fleet","fix":"Revive arb-hunter-tom or vulture-andrew via SDK fix; or expand LP-Maker's mandate to include taking ITM directional binary bets within a risk limit"},{"severity":"ok","title":"4 agents operational with live watcher processes","detail":"LP-Maker-Matheus (nextFallbackMin=22), Option-Writer-Matheus (nextFallbackMin=45), Mimic-Ljuba (nextFallbackMin=829), and Polymarket-Ljuba (nextFallbackMin=854) all have armed=true/pidAlive=true. The fleet has a functioning core; it is thin and concentrated, but not collapsing.","evidence":"4/12 agents armed=true/pidAlive=true with valid fallback schedules","scope":"fleet","fix":"Protect these 4 agents from the SDK crash pattern by applying the external supervisor fix to them proactively, before they fail"}],"fleetMoves":[{"scope":"core","action":"Fix SDK watcher process survival β€” move armWatcher fallback to an external durable scheduler (DB-backed or platform cron); in-process timers dying with the PID has killed 8/12 agents for 586–975min with no self-recovery"},{"scope":"fleet","action":"Initialize option-taker-matheus immediately β€” 5 options have already expired unfilled across 18 cycles; this single uninitialized agent is blocking the fleet's entire option market arc"},{"scope":"fleet","action":"Add bid-ask spread to LP-Maker-Matheus (oracle Β± ~0.3%) to arrest adverse-selection PnL bleed (-$59.67 realized, 12.2% pool burn in 5h); LP-Maker is the only hub β€” its pool is the fleet's only liquidity reserve"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB from hardcoded 0.5 to oracle-calibrated probability before it posts its next binary bet β€” current logic will misprice every directional bet it evaluates"}],"at":"2026-06-09T05:49:53.651Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SDK EPIDEMIC PERSISTS","healthDelta":"Marginally worse vs last run: LP-Maker woke 44min ago but is now disarmed (armed=false, pidAlive=false) with 12 Swap intents expiring in 31–60min β€” repost risk is imminent; epidemic count unchanged at 9/12 dead agents; Momentum-Nikita (+1 swap filled by LP post-crash) and Arb-Hunter-Tom (+1 swap set","focusAreas":["LP-Maker's 12 open Swap intents expire in 31–60min with watcher currently disarmed (armed=false, pidAlive=false) β€” mass expiry without repost would drain the only liquid hub","Option-Writer's ETH call ($1,688.45 strike, 0.15 USDC premium) expires in 23min; Option-Taker has never woken β€” this is at minimum the 5th option missed lifetime","9/12 agents confirmed crashed (armed=false AND pidAlive=false): swing-nikita 973min, rebalancer-lior 736min, momentum-nikita 709min, vulture-andrew 624min, bear-yosher 654min, arb-hunter-tom 587min, s","Funnel conversion: 25 settled / 299 posted = 8.4% β€” almost all activity is LP-Maker ↔ Option-Writer and LP-Maker ↔ Vulture-Andrew (pre-crash); fleet breadth near zero","Bear-Yosher ↔ Mimic-Ljuba BinaryBet listed 'live' in recent deals β€” ETH near $1,651 is directionally in bear's favor; settlement outcome pending"],"perAgentFocus":{"arb-hunter-tom":"Dead at 587min (was 529min last cycle, +58min): any state change β€” partial rearm, new log entry, script delta β€” or another clean clock-tick confirming total SDK epidemic stall with zero self-recovery?","bear-yosher":"The BinaryBet with Mimic-Ljuba is listed 'live' in recent deals β€” has it settled, and with ETH at ~$1,651 (below the $1,700 threshold), is bear-yosher's BELOW position now in-the-money and approaching payout?","lp-maker-matheus":"Woke 44min ago but watcher is now disarmed (armed=false, pidAlive=false) β€” with 12 Swap intents expiring in 31–60min, is there a rearm mechanism scheduled, or will the fleet's sole liquid hub let all 12 quotes expire without refresh?","mimic-ljuba":"ALIVE (armed=true, nextFallbackMin=839, pidAlive=true, 696min since last wake) β€” Polymarket-Ljuba's 2 BinaryBets (#32 BTC<$64k, #89 ETH<$1700) expire in 623min and are currently ITM from the poster's side; does mimic-ljuba's mission and pri","momentum-nikita":"Dead at 709min (was 651min, +58min): any state change at all, or confirmed identical clock-tick with armed=false/pidAlive=false/nextFallbackMin=null β€” and is Intent #28 (LP-Maker fill) now fully settled in on-chain state?","option-taker-matheus":"Option-Writer's ETH call at $1,688.45 strike (0.15 USDC premium, 23min to expiry) is live in the book right now β€” this agent has never woken; is this the 5th confirmed missed option lifetime, and has anything at all changed in watcher setup","option-writer-matheus":"Woke 3min ago (ALIVE, nextFallbackMin=55) with ETH call expiring in 23min and 0/5 option fills all-time β€” what did the W19 wake show, will it repost or let the call expire, and is the swap engine still generating deals this cycle?","polymarket-ljuba":"ALIVE (armed=true, nextFallbackMin=864, pidAlive=true) with BinaryBets #32 (BTC<$64k) and #89 (ETH<$1700) expiring in 623min β€” both are currently ITM from the poster's side so taker absence is rational; is the agent's plan to hold to expiry","rebalancer-lior":"Crashed 736min; LP-Maker has a BTC Swap in the book right now (0.0002 BTC β†’ 12.73 USDC, 31min left, implying ~$63,650/BTC) β€” does this cross Lior's implied bid (~$63,348 from prior summary), and has the crossing spread narrowed or widened s","stacker-massimo":"Crashed 584min; LP-Maker currently posts sNVDA swaps (0.06 sNVDA β†’ 12.5978 USDC β‰ˆ $209.97/share) β€” is LP's current sNVDA ask still above stacker's oracleΓ—1.005 ceiling (~$208.80), and has the structural gap changed at all?","swing-nikita":"973min dead (was 915min, +58min) β€” another identical clock-tick with armed=false/pidAlive=false/null, or any fragment of state change in the watcher that might indicate a recovery path?","vulture-andrew":"Crashed 624min; LP-Maker has 12 Swaps in the book right now β€” are any priced outside normal oracle spread (e.g. the SSV swap: 4 SSV β†’ 8.437 USDC β‰ˆ $2.11/SSV) such that vulture-andrew is actively missing exploitable mispricing by being dead?"},"ctas":[{"scope":"core","text":"SDK crash epidemic: 9/12 agents dead (swing-nikita 973min, rebalancer-lior 736min, bear-yosher 654min, vulture-andrew 624min, arb-hunter-tom 587min, stacker-massimo 584min, momentum-nikita 709min, opt"},{"scope":"agent","text":"lp-maker-matheus: watcher disarmed now with 12 Swap intents expiring in 31–60min β€” confirm rearm mechanism triggers before mass expiry or manually invoke a repost wake"},{"scope":"agent","text":"option-taker-matheus: ETH call ($1,688.45 strike, 0.15 USDC premium) expires in 23min β€” this agent has never woken in 17 cycles; diagnose bootstrap/init failure immediately, as the option engine is fu"},{"scope":"agent","text":"option-writer-matheus: 0/5 option fills confirmed buyer-absence pattern β€” until option-taker-matheus is live, consider pausing option engine reposting to stop burning expiry cycles; swap engine is hea"},{"scope":"agent","text":"mimic-ljuba: replace hardcoded FAIR_PROB=0.5 with Polymarket-implied probability for each specific market before the next BinaryBet intake β€” flat prior causes systematic mispricing on directional mark"}],"at":"2026-06-09T05:39:16.572Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T06:49:23.916Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":18.99,"used7d":null,"used7dUsd":134.97,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":9.6,"estPct7d":7.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":27.4,"estPct7d":18.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":23.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":17},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":18578780,"w7":153166623,"tot":153166623},"haiku":{"w5":5516197,"w7":32062198,"tot":32062198}},"fleet":{"agentsUp":11,"lifetimeTokens":185248632,"lifetimeUsd":134.97,"sessions":962,"deals":25,"openIntents":15,"totalIntents":315},"oracle":{"USDC":1,"ETH":1688.1,"BTC":63336,"SSV":2.07,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T06:45:12.590Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.9,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780947895606,"containerAgeMin":664,"wakes":11,"firstWakeMs":1780927992000,"lastWakeMs":1780948163000,"ageMin":660,"lastWhy":"No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.","repeatWakes":7,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950190048,"watching":"new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780944120243,"containerAgeMin":727,"wakes":1,"firstWakeMs":1780944154000,"lastWakeMs":1780944154000,"ageMin":727,"lastWhy":"Bear thesis intact (SHORT posture). No aligned binary to take. Posted standing BELOW bet + started tech basket via sNVDA","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780959248163,"watching":"intent-48 resolved | ETH +1.5% adverse | new tech sell | 4h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":75,"msgs":1865,"total":119249145,"totalUsd":65.78,"w5":18738096,"w5Usd":11.17,"w5PctPool":7.5,"w7":119249145,"w7Usd":65.78,"w7PctPool":5,"w5Son":14178936,"w7Son":93820279,"hourly":[2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.41,10.43,9.54,3.92,1.02,0,0,1.06,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T06:43:06.124Z","tokens":1531398,"usd":1.24,"msgs":22}},"onchain":{"deals":24,"openIntents":12,"balanceUsd":753.61,"realizedPnl":-267,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":743,"wakes":24,"firstWakeMs":1780943911000,"lastWakeMs":1780986900000,"ageMin":14,"lastWhy":"302 free option (urgent). 303 near-free-option below floor. 300 above cap. 290-298 expiring. Oracle fell $3.99 ETH and $","repeatWakes":21,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780988864010,"watching":"304 resolves or new plain-swap (25min fallback)","armed":true,"nextFallbackMin":18}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":772,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":769,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":766}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.89,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":16,"wakes":2,"firstWakeMs":1780940859000,"lastWakeMs":1780986441000,"ageMin":22,"lastWhy":"No trade signal. ETH edges BTC but not by enough to clear the 2pp threshold. Building price history.","repeatWakes":1,"avgGapMin":760,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001474689,"watching":"crypto >3% move or 4h fallback","armed":true,"nextFallbackMin":229}},"verdict":{"summary":"Major positive shift: after 10 consecutive dead cycles, w2 fired 06-09T06:27 (~12.7h after w1 β€” well past the 4h fallback, suggesting external restart). W2 correctly found no signal ('ETH edges BTC but not by enough to clear the 2pp threshold'), took no on-chain action, and β€” crucially β€” successfully re-armed the watcher (armed=true, pidAlive=true, nextFallb","badge":"ARMED, NO SIGNAL","confidence":"medium","bottomLine":"W2 produced no intent (correct β€” no asset crossed the 2pp momentum threshold), but the critical win is watcher re-armed successfully for the first time. Watcher fires on >3% move in BTC/ETH/SSV from frozen w1 baselines, or in 240min. Baseline staleness (ETH already -2.4% from baseline) is the live risk β€” one small ETH dip fires a spurious wake.","rootCause":{"class":"structural","evidence":"Only 2 lifetime wakes; w2 found ETH<2pp ahead of BTC, correctly suppressed intent. No momentum signal exists at current prices (BTC +0.08%, ETH -2.4% vs w1 baselines). Crash gap of ~13h (vs 4h fallback) implies prior watcher arm failed after w1 β€” now resolved."},"reasoningRead":"Sound and on-mission for w2: agent correctly applied the 2pp relative-momentum threshold and stood down. No churn, no phantom signal. The only concern is the wake-script baseline is frozen at w1 prices, so it measures drift from 13h ago, not fresh acceleration β€” the agent may wake on stale signal.","wakeTriggers":["BTC/ETH/SSV moves >3% from FROZEN w1 baseline (BTC=63405, ETH=1691.58, SSV=2.07)","4h fallback (~240min from now)","MISSING: baseline does not reset to current prices after each wake β€” ETH already at -2.4% from baseline, one small additional drop fires watcher on a non-event"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap taker; filled Intent #28; active BTC swap open (0.0002 BTC β†’ 12.7038 USDC, ~29min left) that momentum-nikita could take if BTC ","available":"ok, 24 deals lifetime, active"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” would be on opposite side of a momentum move, creating natural crossing opportunity","available":"ok, last_wake=2min"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap poster could cross momentum swaps if assets overlap","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus's open BTC swap (0.0002 BTC β†’ 12.7038 USDC, 29min left) is a potential taker opportunity if BTC momentum signal clears β€” but w2 found no signal, so passing it was correct given current prices. No intents mispriced or missed.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on >3% crypto move β€” meaningful signal for a momentum hunter","4h fallback prevents indefinite sleep in flat market","Zero-LLM, price-feed driven β€” fast and cheap","Armed correctly after w2 for the first time"],"lacking":["Baseline prices frozen at w1 values (06-08T17:47, ~13h ago) β€” measures accumulated drift, not fresh acceleration; ETH already at -2.4% so watcher is hair-trigge","3% absolute-move threshold not coordinated with agent's 2pp relative-ranking threshold β€” could fire wake when agent will still stand down"],"suggestedChange":"Reset BASELINE to current prices at end of each wake (write to watcher state file), so the 3% trigger measures moves since last decision, not since first boot."},"issues":[{"scope":"agent","title":"Stale baseline prices in wake script","detail":"BASELINE is hardcoded to w1 prices (BTC=63405.17, ETH=1691.58). ETH is already -2.4% from that baseline at current prices (~1651). One more small ETH dip fires the watcher even though nothing momentum-worthy is happening.","fix":"After each wake, write current prices to a state file and load them as baseline in current.ts so the 3% threshold measures fresh acceleration, not historical drift."},{"scope":"agent","title":"Wake threshold misaligned with action threshold","detail":"Wake script triggers on 3% absolute move; agent's ranking logic requires 2pp relative lead. A 3% BTC move with ETH also up 2.5% would fire the watcher but produce no action β€” wasted wake.","fix":"Consider waking on relative spread between assets (e.g., one asset >2pp ahead of others) rather than absolute single-asset move, to better match the action condition."}],"assessment":"W2 produced no intent (correct β€” no asset crossed the 2pp momentum threshold), but the critical win is watcher re-armed successfully for the first time. Watcher fires on >3% move in BTC/ETH/SSV from frozen w1 baselines, or in 240min. Baseline staleness (ETH already -2.4% from baseline) is the live risk β€” one small ETH dip fires a spurious wake."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"19th consecutive dead cycle β€” zero state change. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime (bootstrap only). Option-Writer posted 5 options with 0 fills; this agent cannot observe or act on any of them β€” no watcher exists. The ETH call cited last run ($1,688.45 strike) is OTM vs current ETH ~$1,6","badge":"NEVER STARTED","confidence":"high","bottomLine":"This agent has never executed a single wake. wake_script_source=null means no watcher process was ever deployed β€” this is a launch failure, not a crash. Option-Writer's 5 posted intents (0 fills) have no taker-side participant at all; the option market is frozen not from mispricing but from a missing counterparty that was never initialized.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null across 19 cycles; $0.15 lifetime spend is bootstrap initialization only β€” no agent logic has ever run"},"reasoningRead":"Unmeasurable β€” agent has never run; no reasoning to evaluate. The prior cycle's ETH call opportunity ($1,688.45 strike, ETH now ~$1,651) was OTM and off-mission for a taker buying ITM options, so even a live agent would correctly pass; the structural absence is the only real issue.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no book-watch trigger for Option-Writer intents"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option writer in fleet; 5 posted intents, 0 fills β€” directly needs this taker","available":"ok (health=ok, deals=12)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). ETH call from last run ($1,688.45 strike) is OTM vs ETH ~$1,651 β€” off-mission regardless. No ITM options verifiably available this cycle from data provided.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all","no fallback cadence to periodically scan Option-Writer's book","no ITM filter logic observable"],"suggestedChange":"Deploy a watcher that polls Option-Writer-Matheus's live intents, filters for options where spot price is ITM by at least the premium paid, and fires the agent; add a 30–60min fallback timer so it self-heals if the event stream misses a pos"},"issues":[{"scope":"agent","title":"Agent never deployed β€” wake script missing","detail":"wake_script_source=null across all 19 cycles. This is not a crash β€” the watcher process was never created. No bootstrap, no arms, no fallback.","fix":"Write and deploy current.ts for option-taker-matheus; at minimum a fallback timer (30–60min) scanning Option-Writer's posted intents for ITM opportunities at current oracle price."},{"scope":"agent","title":"Option engine bilaterally frozen","detail":"Option-Writer-Matheus has posted 5 intents with 0 fills across the full history. With option-taker-matheus never started, there is no demand side. The option market cannot clear until the taker is live.","fix":"Prioritize launching option-taker-matheus before writing additional options; a writer with no structural taker burns posting gas indefinitely."}],"assessment":"This agent has never executed a single wake. wake_script_source=null means no watcher process was ever deployed β€” this is a launch failure, not a crash. Option-Writer's 5 posted intents (0 fills) have no taker-side participant at all; the option market is frozen not from mispricing but from a missing counterparty that was never initialized."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":957037,"w5Usd":0.19,"w5PctPool":0.4,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0.19,0,0,0,0,0,0,0,0.47,0.54,0,0,0,0,0.15,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.83,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":683,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":75,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Swap engine steady: 12/12 settled deals with LP-Maker, $16.99 PnL β€” unchanged since last summary. Option engine: 6th intent posted at W20 (0x11d β€” ETH ATM call, 6hr term, 3% premium, strike $1,688.45) but W21 snapshot (1 min later) shows open_intents=0, suggesting silent post failure or immediate expiry. Key delta: W21 explicitly paused ENGINE 1 after diagno","badge":"ENGINE 1 PAUSED","confidence":"high","bottomLine":"Option writing sleeve is structurally frozen β€” 0/6 fills across all pricing/term permutations β€” because there is no option buyer in the fleet (Option-Taker-Matheus: $0.15 lifetime spend, null last_wake). The agent correctly paused ENGINE 1 at W21 but attributes failure to market timing rather than counterparty starvation. Swap engine ($16.99 PnL, 12 deals) is healthy; the 30% sleeve is dead weight until the taker side exists.","rootCause":{"class":"counterparty-starved","evidence":"Option-Taker-Matheus: 0 settled deals, null last_wake, $0.15 lifetime spend (fleet roster). Intents 0xd5, 0xe6, 0xf3, 258, 272, 0x11d β€” six successive fills at 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0%β†’3.0% across OTM puts, ATM puts, ATM calls, 1.5hr/4hr/6hr terms β€” zero takers. No other fleet agent has an option-bu"},"reasoningRead":"Sound execution, wrong diagnosis. The ladder repricing sequence (W14–W20) was disciplined β€” methodically eliminating price and term as variables. W21's ENGINE 1 pause shows self-awareness. But the agent frames it as 'market not ready' rather than 'no counterparty exists.' This is solving the wrong problem: no amount of repricing or term adjustment will fill options when the only designed taker (Op","wakeTriggers":["~30min periodic timer (avg_gap_min=30, consistent across 21 wakes)","MISSING: no trigger on Option-Taker-Matheus coming alive β€” if the taker revives, this agent won't know to re-arm ENGINE 1 faster"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap counterparty; all 12 settled deals; liquid and reliable","available":"ok, 24 deals"},{"agent":"option-taker-matheus","fit":"yes","why":"Designed option buyer; mission explicitly targets options written by other agents","available":"unknown β€” null last_wake, $0.15 lifetime"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options against Polymarket distribution; could theoretically take an ETH option if pricing is compelling","available":"ok, but 0 deals this cycle; no evidence "}],"reliableCounterparties":1,"missedOpportunities":"None for options β€” no buyers exist. LP-Maker's BTC swap (0.0002 BTC β†’ 12.7038 USDC, 29min left per Step-1) is a taker opportunity, but W21 confirmed holdings optimal (no portfolio drift), so passing is correct per mission.","wakeScript":{"wellReasonedForMission":true,"good":["30min cadence appropriate for option writing + portfolio rebalancing (not a latency-sensitive mission)","Wakes deterministically check portfolio drift and option intent state β€” zero LLM in the trigger","Self-correcting: agent updated state.json at W21 to pause ENGINE 1, so next wake won't burn collateral on a dead market"],"lacking":["No reactivity to Option-Taker-Matheus reviving β€” fixed 30min poll means up to 30min lag before ENGINE 1 re-engages if the taker comes alive","wake_script_source=null so watcher internals can't be verified directly; nextFallbackMin=null is unusual (no fallback scheduled) though armed+pidAlive confirms "],"suggestedChange":"Add a lightweight check in the watcher: if Engine 1 is paused AND Option-Taker-Matheus has posted a new intent or woken since last check, shorten next wake to 5min and re-arm ENGINE 1. This makes recovery from counterparty starvation automa"},"issues":[{"scope":"agent","title":"Option-Taker-Matheus never operational β€” option market has no demand side","detail":"6 option intents (0xd5, 0xe6, 0xf3, 258, 272, 0x11d) across all price/term permutations have 0 fills. Option-Taker-Matheus: null last_wake, $0.15 lifetime spend, 0 deals. Without a functioning taker, the option sleeve (30% of this agent's mission) is permanently dead regardless of pricing.","fix":"Diagnose and revive Option-Taker-Matheus β€” it is the only designed counterparty. Until it's operational, option-writer's ENGINE 1 pausing (W21) is the correct interim behavior."},{"scope":"agent","title":"Root-cause misattribution: 'market not ready' vs 'taker absent'","detail":"W21 state.json pause cites '6 consecutive rejections' as evidence market isn't ready, implying it will retry later. The actual blocker is structural: no buyer exists in the fleet. The agent will resume ENGINE 1 eventually and re-burn collateral on the same 0-fill loop unless it understands the depen","fix":"Add to agent CLAUDE.md: 'Option ENGINE 1 is blocked if Option-Taker-Matheus has 0 lifetime deals or null last_wake β€” log this as counterparty-absent, not market-timing, and do not resume until the taker is confirmed active.'"}],"assessment":"Option writing sleeve is structurally frozen β€” 0/6 fills across all pricing/term permutations β€” because there is no option buyer in the fleet (Option-Taker-Matheus: $0.15 lifetime spend, null last_wake). The agent correctly paused ENGINE 1 at W21 but attributes failure to market timing rather than counterparty starvation. Swap engine ($16.99 PnL, 12 deals) is healthy; the 30% sleeve is dead weight until the taker side exists."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":2,"msgs":37,"total":1664054,"totalUsd":0.63,"w5":822721,"w5Usd":0.46,"w5PctPool":0.3,"w7":1664054,"w7Usd":0.63,"w7PctPool":0.1,"w5Son":822721,"w7Son":822721,"hourly":[0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T06:36:46.782Z","tokens":822721,"usd":0.46,"msgs":21}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":649,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":648,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":791}},"verdict":{"summary":"ARMED and consistent: nextFallbackMin=802 (down from 862 last run, ~60min elapsed β€” pacing confirmed). Last wake was 06-08T20:01 UTC (~637 min ago), both posts complete. Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) remain unfilled; both ITM at current prices (BTC $63,457, ETH $1,651) β€” rational takers structurally absent. 0xF57a Perpetual in open","badge":"HOLDING TO EXPIRY","confidence":"high","bottomLine":"Agent is alive and correctly waiting. Both maker bets are ITM so no rational taker exists; the ~637-min silent stretch is expected posting-and-wait behavior, not stall. The only live action point is the pre-expiry trigger at 15:55 UTC today; if oracle confirms ITM at that moment the agent should settle and collect.","rootCause":{"class":"maker-only","evidence":"Intent #32 posted at 61.7% (BTC<$64k; oracle $63,457 β€” bet winning). Intent #89 posted at 58.8% (ETH<$1700; oracle $1,651 β€” bet winning). A taker must bet the opposite side: BTC>$64k or ETH>$1700 with prices already below strike. 0 takers in 563+ min is the rational outcome, not agent failure."},"reasoningRead":"Sound and on-mission. Two wakes produced two distinct, well-priced BinaryBet posts with Polymarket-backed edge calculations ($158k / $124k liquidity cited). No churn: the agent stopped posting after both slots were filled, consistent with its 'make a small-shade binary only when nothing's mispriced' mission clause. The 0xF57a Perpetual is correctly ignored β€” Perpetuals carry no Polymarket implied-","wakeTriggers":["ownIntentResolved: fires if #32 or #89 fills or expires","preExpireFired: fires at EXPIRY_SEC-300 (15:55 UTC today, ~553 min away)","newMatches: fires if a new Option or BinaryBet appears on book (60s poll)","Fallback: June 9 20:00 UTC (802 min, 4h post-expiry safety net)","MISSING: no trigger if oracle crosses strike intra-period (e.g. BTC bounces above $64k) β€” agent can't defensively cancel a now-losing maker bet mid-life"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Mission includes taking near-decided binaries, but these are near-decided in the poster's favour β€” arb-hunter would only take if it saw resi","available":"stuck"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; these are correctly priced against polymarket, so no edge for vulture as taker.","available":"stuck"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors bets in the same direction as poster β€” wouldn't take the opposing side.","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. The 0xF57a Perpetual is out-of-scope by template filter (correct). No new Option or BinaryBet intents appeared on book since wake 2 that would have triggered the newMatches path β€” or if they did, the watcher's seen-set would have fired it; 0 surprise wakes confirms no new takeable appeared.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry fireWake at EXPIRY_SEC-300 (15:55 UTC) is the critical settlement trigger β€” well-placed for a time-locked binary position","Fallback at 20:00 UTC (4h post-expiry) gives a recovery window if settlement event is missed","isNewTakeable filter is tight: own-address exclusion + template=Option|BinaryBet only β€” no false fires from unrelated book activity","seen-set baseline round prevents spurious fires on startup; 60s poll cadence is appropriate for a patient maker mission"],"lacking":["No oracle-crossing guard: if BTC spikes above $64k or ETH above $1,700 intra-period, the agent holds a losing maker bet with no cancel trigger until expiry or p","ownIntentResolved relies on belt.tools.readIntent being non-null β€” no null-guard visible in the loop; a missing tool would silently skip the check"],"suggestedChange":"Add an intra-loop oracle check: if readOraclePrice(BTC) > 64000 or readOraclePrice(ETH) > 1700, fireWake('oracle crossed strike β€” reassess/cancel maker bet'). This is the one gap that could turn a winning position into a locked loss with no"},"issues":[{"scope":"agent","title":"No oracle-crossing cancel trigger","detail":"If BTC or ETH moves above its strike before 16:00 UTC expiry, the agent holds an ITM-flipped maker bet with no ability to respond until the pre-expiry wake (up to 5 min before expiry). At $0.10-per-USDC stakes this is low-dollar risk now, but the pattern is fragile.","fix":"In the runWatchLoop body, after preExpireFired check, add: fetch oracle prices for BTC and ETH; if either crosses its strike, fireWake with 'oracle crossed β€” cancel or hedge maker bet' label."},{"scope":"agent","title":"ownIntentResolved null-guard absent","detail":"belt.tools.readIntent!.run is called with a non-null assertion. If the tool is unavailable (SDK degradation), the loop throws and the watcher may crash without re-arming.","fix":"Wrap both ownIntentResolved calls in try/catch or guard with `if (belt.tools.readIntent)` before calling."}],"assessment":"Agent is alive and correctly waiting. Both maker bets are ITM so no rational taker exists; the ~637-min silent stretch is expected posting-and-wait behavior, not stall. The only live action point is the pre-expiry trigger at 15:55 UTC today; if oracle confirms ITM at that moment the agent should settle and collect."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780939112883,"containerAgeMin":811,"wakes":1,"firstWakeMs":1780939200000,"lastWakeMs":1780939200000,"ageMin":809,"lastWhy":"BTC is most underweight at -35pp. DCA slice = $7. Needed to register agent first (PosterNotRegistered prereq).","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953804074,"watching":"intent #13 fills/expires or US market opens (4h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still confirmed dead at 798min (armed=false, pidAlive=false, nextFallbackMin=null) β€” +60min since last run, structurally unchanged. Spread focus: LP-Maker's BTC ask has DROPPED to $63,519 (12.7038 USDC / 0.0002 BTC) from $63,650 last run β€” a $131 narrowing. But Lior's implied bid is still ~$63,348 (7 USDC / 0.0001105 BTC from the single wake's posted intent)","badge":"CRASHED 13H","confidence":"high","bottomLine":"Rebalancer-Lior has been crashed for 798min with 0 deals, 0 open intents, and $0 lifetime spend. LP-Maker's BTC ask narrowed to $63,519 vs Lior's ~$63,348 implied bid β€” gap improved from $302 to $171 unfavorable, but the agent is not alive to act on it, and intent #13 (the watcher's sole trigger) shows open_intents=0, meaning it expired without producing a re-arm.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; wake_script hardcodes marketOpenEpochMs = new Date('2026-06-08T17:30:00Z') β€” that is yesterday (today is 2026-06-09), so msToMarketOpen is negative and the setTimeout never fires; the 4h fallback fired once at last_wake (798min ago) and the "},"reasoningRead":"The single wake was sound: identified BTC as most underweight (-35pp), sized a $7 DCA slice, registered agent, posted intent #13. Reasoning quality is fine for one wake. The failure is entirely in the watcher β€” a stale hardcoded date killed the market-open trigger, and the process died after the 4h fallback without re-arming. Sound reasoning, fatal plumbing.","wakeTriggers":["ownIntentResolved on intent #13 (open_intents=0 β€” already expired, trigger is moot)","setTimeout for 2026-06-08T17:30:00Z market open β€” STALE: date was yesterday, msToMarketOpen < 0, setTimeout never set","4h fallback β€” fired once ~798min ago; process died, no re-arm","MISSING: recurring daily market-open trigger (dynamic next-17:30-UTC, not hardcoded date)","MISSING: re-arm on wake completion so watcher survives deal cycle"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole liquidity hub; current BTC ask 12.7038 USDC/0.0002 BTC ($63,519 implied) is $171 above Lior's ~$63,348 implied bid β€” spread narrowed $1","available":"ok (health=ok, 24 deals)"},{"agent":"swing-nikita","fit":"maybe","why":"Could post BTC swaps if positioned short, but health=warming and no confirmed active BTC intent","available":"warming"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's 29min-left BTC swap (0.0002 BTC β†’ 12.7038 USDC) is the live crossing candidate, but Lior's implied bid ($63,348) is $171 below the ask ($63,519) β€” no economic cross even if alive. No missed fill this cycle; spread is still unfavorable.","wakeScript":{"wellReasonedForMission":false,"good":["Watches ownIntentResolved on its own posted intent β€” correct for a DCA agent waiting on settlement","Has a 4h fallback so it doesn't wait forever","Zero-LLM polling loop"],"lacking":["Hardcoded stale date ('2026-06-08T17:30:00Z') β€” market-open trigger is permanently dead on 2026-06-09+","No re-arm after wake completes β€” process dies and nothing restarts it","MY_INTENT_ID='13' hardcoded β€” brittle, breaks when intent rotates after expiry"],"suggestedChange":"Replace `new Date('2026-06-08T17:30:00Z')` with a dynamic next-17:30-UTC computation (find next future 17:30 UTC, not a fixed past timestamp); also add re-arm on normal exit so the watcher survives the intentβ†’wakeβ†’re-post cycle."},"issues":[{"scope":"agent","title":"Watcher crashed, not re-armed (798min offline)","detail":"armed=false, pidAlive=false, nextFallbackMin=null. Process died after the 4h fallback wake without re-arming. Agent is fully offline.","fix":"Restart the watcher manually; then fix wake_script to re-arm itself after each wake and use a dynamic market-open timestamp."},{"scope":"agent","title":"Hardcoded stale market-open date in wake_script","detail":"marketOpenEpochMs = new Date('2026-06-08T17:30:00Z') is 24h in the past as of 2026-06-09. msToMarketOpen < 0 β†’ no setTimeout set β†’ that trigger is permanently dead until script is rewritten.","fix":"Compute next 17:30 UTC dynamically: find the next future Date object at 17:30 UTC (today or tomorrow), subtract Date.now()."},{"scope":"agent","title":"Hardcoded intent ID breaks on intent rotation","detail":"MY_INTENT_ID='13' β€” when intent #13 expires and a new one is posted next wake, the watcher still watches #13 (already closed), so ownIntentResolved fires immediately and triggers redundant wakes or silent misfires.","fix":"Write the posted intent ID to a data file on wake and read it back in the watcher, rather than hardcoding."}],"assessment":"Rebalancer-Lior has been crashed for 798min with 0 deals, 0 open intents, and $0 lifetime spend. LP-Maker's BTC ask narrowed to $63,519 vs Lior's ~$63,348 implied bid β€” gap improved from $302 to $171 unfavorable, but the agent is not alive to act on it, and intent #13 (the watcher's sole trigger) shows open_intents=0, meaning it expired without producing a re-arm."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780947940960,"containerAgeMin":664,"wakes":1,"firstWakeMs":1780948343000,"lastWakeMs":1780948343000,"ageMin":657,"lastWhy":"No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracleΓ—0.99 to attract mean-reverters.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780950220658,"watching":"intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 646min crashed (+60min from 586min β€” exact SDK epidemic pace, no deviation). Intent #78 remains expired (open_intents=0), settled_deals=0, 0 lifetime token spend. The focus question β€” whether sNVDA oracle moved to narrow the $1.17 LP-ask/ceiling gap β€” cannot be answered from available data: the watcher crashed before it could report drift, and no oracle ","badge":"SDK CRASH + STALE TS","confidence":"high","bottomLine":"Stacker has been down 646min (SDK epidemic, armed=false/pidAlive=false), 0 deals ever, 0 token spend lifetime. Even if revived, the structural price gap (LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005) blocks all fills, and the hardcoded June 8 afterhours timestamp is now stale β€” restart would collapse the fallback to 60s and loop trivially.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus sNVDA ask oracleΓ—1.008 (~$209.97 at last read) exceeds stacker's acceptance ceiling oracleΓ—1.005 (~$208.80); gap ~$1.17 (~3bp in the wrong direction). No other agent posts sNVDA sell-side. Crash is SDK epidemic (armed=false/pidAlive=false) β€” same as 7/12 fleet agents."},"reasoningRead":"Sound for the mission it's executing, but solving the wrong structural problem: the logic correctly hunts sell-side sNVDA ≀ oracleΓ—1.005, but LP-Maker (the only sNVDA seller) asks oracleΓ—1.008 β€” the ceiling and the floor never overlap. The bait bid at oracleΓ—0.99 (intent #78) is disciplined but there's no LP-side actor willing to sell at that level. Disciplined loop; wrong market.","wakeTriggers":["intent 78 resolves (fill or expire)","sNVDA oracle drift >0.5% from $207.76","new sell-side sNVDA intent ≀ oracleΓ—1.005","fallback at AFTERHOURS_TS=1780950600 (20:30 UTC June 8 β€” NOW STALE, ~16h past)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA seller in fleet, but asks oracleΓ—1.008 β€” 3bp above stacker's hard ceiling oracleΓ—1.005; gap ~$1.17 unbridgeable without ceiling o","available":"ok (24 deals, active hub)"}],"reliableCounterparties":0,"missedOpportunities":"None identifiable β€” no sNVDA sell intents at ≀ oracleΓ—1.005 are known to exist this cycle; watcher blind (crashed) so formally unmeasurable, but structural gap makes any such intent implausible.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on intent resolution (fill/expire) β€” correct, avoids re-posting over live escrow","Oracle drift trigger (>0.5%) is well-calibrated for a patient agent posting a resting bid","Scans open book for new sell-side sNVDA ≀ oracleΓ—1.005 on each tick β€” directly mission-aligned","60s poll cadence appropriate for a resting-bid agent"],"lacking":["AFTERHOURS_TS=1780950600 is hardcoded to 20:30 UTC June 8, 2026 β€” now ~16h in the past; fallbackMs clamps to 60_000ms minimum on restart, producing near-immedia","No logic to update POSTED_ORACLE if intent #78 has expired and agent needs to re-post at current oracle β€” new wake will re-derive, but watcher will be stale on ","Does not fire on LP-Maker-Matheus lowering its sNVDA ask (the one event that could bridge the gap) β€” only checks new intents, not price changes on existing ones"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a relative fallback (e.g., `fallbackMs = 30 * 60 * 1000`) so the watcher always arms for 30min ahead regardless of wall-clock date; stale absolute timestamps silently collapse to 60s loops."},"issues":[{"scope":"core","title":"SDK epidemic crash β€” armed=false/pidAlive=false","detail":"646min down, same as 7 other agents. Root cause is platform-level; stacker is a victim, not misconfigured.","fix":"Fleet-level SDK restart / epidemic fix β€” not actionable at agent scope."},{"scope":"agent","title":"Hardcoded AFTERHOURS_TS now stale (~16h past)","detail":"AFTERHOURS_TS=1780950600 (20:30 UTC June 8) is in the past. On any restart, `Math.max(60_000, AFTERHOURS_TS*1000 - Date.now())` returns 60_000, so fallbackMs=60_000 β€” watcher fires after 60s and loops trivially rather than waiting for next session boundary.","fix":"Replace `AFTERHOURS_TS` logic with `fallbackMs = 30 * 60 * 1000` (rolling 30min relative fallback). Remove the hardcoded timestamp entirely."},{"scope":"agent","title":"Structural price gap blocks all fills indefinitely","detail":"LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005 β€” gap ~$1.17. No other sNVDA seller exists. The oracle would need to move such that LP reprices below oracleΓ—1.005, or stacker's ceiling needs to rise to β‰₯oracleΓ—1.008.","fix":"Either raise stacker's acceptance ceiling to oracleΓ—1.008 (accepting LP's spread) or coordinate with fleet to seed a competing sNVDA seller at a tighter spread. Alternatively, stacker's mission parameters need revisiting if $0 budget deployed is acceptable."}],"assessment":"Stacker has been down 646min (SDK epidemic, armed=false/pidAlive=false), 0 deals ever, 0 token spend lifetime. Even if revived, the structural price gap (LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005) blocks all fills, and the hardcoded June 8 afterhours timestamp is now stale β€” restart would collapse the fallback to 60s and loop trivially."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":16,"wakes":2,"firstWakeMs":1780924988000,"lastWakeMs":1780986863000,"ageMin":15,"lastWhy":"2/3 samples; need 1 more before any baseline is trusted for trading","repeatWakes":0,"avgGapMin":1031,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780990893247,"watching":"collect sample 3/3 (~65 min)","armed":true,"nextFallbackMin":52}},"verdict":{"summary":"Successfully broke dead cycle: w2 fired 06-09T06:34, collected sample 2/3 for price baseline, and DID re-arm (armed=true/pidAlive=true/nextFallbackMin=63). Step-1's re-arm question is resolved β€” it re-armed; Step-1 data was slightly stale at orient time. w1β†’w2 gap was ~1020min (17h), anomalously long for a 65min sample task, suggesting prior watcher had a mi","badge":"WARMING UP","confidence":"high","bottomLine":"Swing-nikita is alive and progressing. w2 collected sample 2/3; w3 is armed for ~63min from now. The 17h w1β†’w2 gap is the one anomaly worth auditing β€” if the prior watcher's fallbackMs was set too long, w4 could recur the same problem once baseline is live.","rootCause":{"class":"structural","evidence":"Warmup phase by design β€” w2 log: 'need 1 more before any baseline is trusted for trading'. 0 deals expected until 3-sample baseline exists. Anomaly: w1 (06-08T13:23) β†’ w2 (06-09T06:34) = ~1020min for a task expecting ~65min cadence."},"reasoningRead":"Sound for warmup. The agent correctly deferred all trading until baseline is trusted β€” no churn, no premature posting. The w3 wake script is pure time-based (65min fallback, empty loop body), which is correct for 'collect the third sample.' The critical unknown is what the post-baseline (w4) wake script does β€” if it reverts to a long timer or fails to implement dislocation-check logic, the 17h gap","wakeTriggers":["Time-based: armWatcher 65min fallback β€” fires in ~63min to collect sample 3/3","MISSING (post-baseline): dislocation condition (price vs trailing avg threshold) β€” required in w4 wake script; currently not visible"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary delivered-swap counterparty; posts near oracle mid β€” natural fill target once swing-nikita has a baseline and spots a dislocation","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade delivered swaps; could cross if portfolio targets diverge from dislocation signals","available":"stuck"},{"agent":"momentum-nikita","fit":"maybe","why":"Trend-follower; could take the other side of a mean-reversion fade if signals align, but missions are naturally opposed","available":"warming"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book during warmup. LP-Maker BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining at Step-1 time) could have been a candidate if baseline existed and BTC showed above-average dislocation β€” cannot confirm without sample data.","wakeScript":{"wellReasonedForMission":true,"good":["Pure time-based during warmup β€” correct; no condition to evaluate before baseline exists","65min fallback matches cadence needed for sample collection","Zero-LLM, zero book dependency β€” cheap and safe during warmup"],"lacking":["Post-baseline wake logic not yet visible β€” highest risk point; if w4 is another pure timer, the agent will wake but not actually check for dislocations","No logged metadata on what each 'sample' captures (asset, price, timestamp) β€” baseline quality opaque from the outside"],"suggestedChange":"After w3, the w4 wake script must shift from pure-timer to condition-based: compute trailing avg from 3 samples, poll for price-vs-avg deviation above threshold, and fire immediately on signal rather than waiting another 65min."},"issues":[{"scope":"agent","title":"17h w1β†’w2 gap β€” likely misconfigured fallback in post-w1 watcher","detail":"w1 (06-08T13:23) β†’ w2 (06-09T06:34) = ~1020min. The current wake script uses 65min fallback; a 17h gap implies the watcher armed after w1 had a multi-hour fallbackMs or crashed without recovery. If the same bug is in the post-w3 watcher, live trading is delayed another 17h.","fix":"After w3 fires, verify w4 arms with a fallback ≀ 90min. Audit the w1 wake script's armWatcher call retroactively to find the mis-set fallbackMs."},{"scope":"agent","title":"Post-baseline (w4) wake script is the critical unknown","detail":"All actual mission value depends on the w4 script correctly implementing dislocation detection. Currently 0 of the mission's logic has been exercised (2 wakes = approval + warmup).","fix":"After w3 collects sample 3/3, confirm the new wake script: (a) computes trailing avg from the 3-sample baseline, (b) checks live price vs avg, (c) fires on threshold breach rather than on pure interval."}],"assessment":"Swing-nikita is alive and progressing. w2 collected sample 2/3; w3 is armed for ~63min from now. The 17h w1β†’w2 gap is the one anomaly worth auditing β€” if the prior watcher's fallbackMs was set too long, w4 could recur the same problem once baseline is live."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":0,"balanceUsd":99.37,"realizedPnl":92.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780945549204,"containerAgeMin":704,"wakes":1,"firstWakeMs":1780945920000,"lastWakeMs":1780945920000,"ageMin":697,"lastWhy":"flat wallet β€” all tokens at 0, need basket to fund any deal or post bait","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780953176316,"watching":"16 intents, none takeable; soonestExpiry=1780953888; next poll 75s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":232,"tokens":40934797,"usd":26.79,"w5":1139082,"w5Usd":0.67,"hourly":[0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.26,11.6,10.79,0,0,0,0,0,0]},"boardOverhead":{"sessions":646,"tokens":15809063,"usd":38.08,"w5":2438041,"w5Usd":6.51,"hourly":[1.01,1.55,1.29,1.38,1.27,1.27,1.58,1.25,1.07,1.66,0.99,5.13,5.17,1.3,0,2.18,5.69,4.29,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":185248632,"grandUsd":134.97,"grandSessions":962,"attributedTokens":128504772,"unattributedTokens":40934797,"boardTokens":15809063,"reassembledTokens":185248632,"tokensBalance":true,"attributionPct":75.8,"multiMatchSessions":3,"sessionsScanned":1324,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":7535,"dedupedMsgs":3286,"rawTokens":403313575,"dedupedTokens":185248632,"dupRatio":2.177}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T06:46:44.522Z","swarm":{"headline":"HUB HOLDS, FLEET HOLLOW","funnel":{"posted":315,"settled":25,"conversionPct":7.9,"byTemplate":{"Swap":25,"BinaryBet":0,"Option":0,"Perpetual":0}},"liquidityMap":[{"market":"Swap Hub","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus (12 deals) Β· Vulture-Andrew (6) Β· Bear-Yosher (1) Β· Arb-Hunter-Tom (1) Β· Momentum-Nikita (1)","status":"Active but fragile β€” LP-Maker sole hub, -$59.67 PnL, 12.2% token burn in 5h; all"},{"market":"BinaryBet / Polymarket","flow":"Polymarket-Ljuba β†’ no takers (2 ITM intents); Mimic-Ljuba ⇄ Bear-Yosher (1 live, unresolved)","status":"Frozen for settlement β€” #32 BTC<$64k and #89 ETH<$1700 expire 16:00 UTC today (~"},{"market":"Option Engine","flow":"Option-Writer-Matheus β†’ 6 intents posted (0xd5, 0xe6, 0xf3, 258, 272, 0x11d); Option-Taker-Matheus β†’ absent","status":"Structurally frozen β€” Taker never initialized (0 wakes, wake_script_source=null)"},{"market":"Perpetual","flow":"0xF57a (external, 5+5 USDC, 3615min) β†’ no fleet coverage","status":"Open, unclaimed; no fleet agent targets perpetuals"}],"causalLinks":[{"cause":"SDK epidemic crashes 8/12 watcher processes","effect":"LP-Maker-Matheus becomes the sole reliable hub; 25/25 settled deals are swaps through one agent; all other markets (opti","evidence":"arb-hunter-tom 589min dead, bear-yosher 716min, rebalancer-lior 798min, stacker-massimo 646min, vulture-andrew 686min β€” all armed=false/pidAlive=false/nextFallbackMin=null; 16/16 entries in recent-dea"},{"cause":"Option-Taker-Matheus never initialized (wake_script_source=null, 0 wakes, $0.15 lifetime)","effect":"Option engine produces zero fills; Option-Writer burns tokens posting 6 successive unfillable intents (0xd5β†’0x11d) and c","evidence":"Option-Taker: $0.15 lifetime spend (bootstrap only), 0 wakes ever; 6 intents posted at 2.0–4.4% premium across OTM puts/ATM calls with 0% fill rate; W21 explicit ENGINE 1 pause log"},{"cause":"Rebalancer-Lior hardcodes stale date new Date('2026-06-08T17:30:00Z') (yesterday)","effect":"msToMarketOpen is negative today; setTimeout trigger misfires; 4h fallback fired once 798min ago and could not re-arm β€” ","evidence":"798min dead; armed=false, pidAlive=false, nextFallbackMin=null; no path to self-recovery; LP-Maker BTC ask at $63,519 (12.7038 USDC/0.0002 BTC) remains uncrossed by the one agent positioned to take it"},{"cause":"LP-Maker prices at oracle mid with no spread buffer","effect":"Adverse selection: informed takers (Arb-Hunter-Tom, Option-Writer) cross only when they hold edge, leaving LP short the ","evidence":"-$59.67 PnL across 16+ recent deals; $16.83 token burn in 5h = 12.2% of pool; volume increasing this cycle (3 settled vs 2 last), PnL trajectory worsening"},{"cause":"Mimic-Ljuba hardcodes FAIR_PROB=0.5 regardless of oracle distance to strike","effect":"hasEdge() passes on deep-OTM positions; agent took 'above $65k in 24h' at BTC oracle $63,383 where true fair is ~10–15%;","evidence":"w5 own text acknowledges true prob ~10-15%; w7 claims '+22pp locked edge' as flat-prior artifact; Deal #3 taker-side deep OTM; FAIR_PROB=0.5 confirmed in wake-script"},{"cause":"Polymarket-Ljuba ITM bets have rational taker absence; nextFallbackMin=802 fires after expiry at 16:00 UTC","effect":"Both bets will expire unfilled β€” correct market outcome β€” but the watcher may not wake in time to execute post-expiry se","evidence":"BTC<$64k oracle $63,457 (ITM $543); ETH<$1700 oracle $1,651 (ITM $49); expiry in ~553min; nextFallbackMin=802 > 553 β€” fallback fires ~249min late"}],"insights":[{"severity":"critical","title":"SDK Watcher Epidemic: 8/12 Agents Dead","detail":"arb-hunter-tom (589min), bear-yosher (716min), rebalancer-lior (798min), stacker-massimo (646min), vulture-andrew (686min) all show identical crash signature. option-taker-matheus never started (0 wakes). Momentum-Nikita and Swing-Nikita broke multi-cycle streaks but required anomalously long external gaps (13–17h vs 4h fallback) before revival β€” suggesting prior watcher arms were silently broken. Only 5 agents operational vs 4 last cyc","evidence":"8/12 agents armed=false/pidAlive=false/nextFallbackMin=null; 0 self-recoveries without external restart; momentum-nikita w1β†’w2 gap ~763min (vs 240min expected); swing-nikita w1β†’w2 gap ~1020min (vs 65min expected)","scope":"core","fix":"Diagnose shared watcher process crash root cause β€” likely uncaught exception, signal handler gap, or missing process supervisor. Add crash-loop restart with exponential backoff to the watcher runtime. This single fix unblocks ~67% of the fleet."},{"severity":"critical","title":"Option Engine Structurally Frozen β€” Taker Never Initialized","detail":"Option-Writer-Matheus posted 6 intents (OTM puts through ATM calls, 2.0–4.4% premium, 1.5hr–6hr terms) with 0 fills across all. Option-Taker-Matheus: wake_script_source=null, 0 wakes ever, $0.15 lifetime β€” the designated counterparty does not exist as a running agent. Writer correctly self-paused ENGINE 1 at W21 after diagnosing starvation. Until Taker is initialized, option intents are pure token burn.","evidence":"Intents 0xd5, 0xe6, 0xf3, 258, 272, 0x11d β€” 6 successive posts, 0 fills; Option-Taker $0.15 lifetime (bootstrap only); W21 ENGINE 1 pause; no other fleet agent has option-buy capability","scope":"fleet","fix":"Initialize Option-Taker-Matheus: write wake_script, fund watcher, deploy. Until then suspend option posting in Option-Writer to stop token bleed on unfillable intents."},{"severity":"warn","title":"LP-Maker Hub Bleeding PnL β€” Single Point of Fleet Failure","detail":"LP-Maker-Matheus is counterparty in 16/16 recent deals and all 25 settled deals, yet holds -$59.67 PnL. Token burn $16.83 in 5h = 12.2% of pool at current rate. Oracle-mid pricing invites adverse selection. If LP-Maker exhausts its pool or degrades, the entire fleet loses its only swap counterparty and conversion drops to near zero.","evidence":"-$59.67 PnL; $16.83 / 5h token burn; 3 settled this cycle vs 2 last (volume rising, PnL trajectory worsening); 0 other swap makers in the fleet","scope":"fleet","fix":"Add a positive spread buffer to LP-Maker quotes (e.g., bid at oracleΓ—0.998, ask at oracleΓ—1.002) to recover margin and reduce adverse selection. Monitor PnL per-fill β€” if Option-Writer and Arb-Hunter are consistently the informed takers, widen against their order flow specificall"},{"severity":"warn","title":"Polymarket-Ljuba Settlement Risk β€” Fallback Fires 249min After Expiry","detail":"Both ITM bets (#32 BTC<$64k, #89 ETH<$1700) expire 16:00 UTC today (~553min). nextFallbackMin=802 means the watcher fires ~249min after expiry. If the agent requires an active wake to trigger settlement/claim, it will miss the window. 0 takers is the rational outcome (not agent failure) but post-expiry collection is at risk.","evidence":"Intent #32 (61.7%, BTC oracle $63,457, ITM $543); Intent #89 (58.8%, ETH oracle $1,651, ITM $49); expiry 553min; nextFallbackMin=802 > 553","scope":"fleet","fix":"Verify agent has explicit post-expiry settlement logic AND that the watcher will wake at or before 16:00 UTC. If nextFallbackMin is not expiry-aware, trigger a manual wake before the window closes today."},{"severity":"warn","title":"Rebalancer-Lior Permanently Blocked by Hardcoded Stale Date","detail":"wake_script hardcodes `new Date('2026-06-08T17:30:00Z')` β€” yesterday. msToMarketOpen is negative, setTimeout fires with negative delay (or not at all). 4h fallback fired once 798min ago; no self-recovery path. LP-Maker's BTC swap (0.0002 BTC β†’ 12.7038 USDC, 20min left) is the exact opportunity Lior exists to take β€” and it will expire uncrossed.","evidence":"798min dead; stale date confirmed in wake_script; armed=false, pidAlive=false, nextFallbackMin=null; LP-Maker BTC ask $63,519 vs Lior implied bid ~$63,348 (~$171 gap, near-crossable)","scope":"fleet","fix":"Replace hardcoded date with dynamic next-NYSE-open calculation. One-line fix; agent resumes immediately. No structural logic flaw β€” only this date anchor is broken."},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 Hardcode Generates Mispriced Positions","detail":"Flat 50% prior ignores oracle distance to strike. Took 'above $65k in 24h' at BTC oracle $63,383 (~10–15% true fair per w5's own log text); w7 credits '+22pp locked edge' which is a flat-prior artifact. One live losing BinaryBet (↔ Bear-Yosher) locked in. Will systematically take losing taker positions as long as FAIR_PROB=0.5 is in production.","evidence":"FAIR_PROB=0.5 in wake_script; w5 text: true prob ~10-15%; w7 claims +22pp edge (flat-prior artifact); Deal #3 taker-side deep OTM; Bear-Yosher BinaryBet 'live' not settled","scope":"fleet","fix":"Replace FAIR_PROB with oracle-calibrated probability (strike distance + implied vol, or Polymarket reference price). Pause taker activity until fix is deployed to prevent additional mispriced positions."}],"fleetMoves":[{"scope":"core","action":"Fix SDK watcher crash epidemic β€” 8/12 agents dead, identical armed=false/pidAlive/null signature, no self-recovery. Root-cause the shared watcher crash (uncaught exception, missing supervisor, signal handler) and add crash-loop restart with backoff. Single highest-leverage fix in"},{"scope":"fleet","action":"Initialize Option-Taker-Matheus: write wake_script, deploy watcher. Option engine is structurally frozen (6 intents, 0 fills, Writer self-paused). Until Taker is live, suspend new Option-Writer intent posting to stop token bleed on unfillable orders."},{"scope":"fleet","action":"Add positive spread buffer to LP-Maker quotes (bid oracleΓ—0.998, ask oracleΓ—1.002). LP-Maker is the fleet's sole hub with -$59.67 PnL and 12.2% token burn rate β€” adverse selection will exhaust the pool and take the entire fleet offline."},{"scope":"fleet","action":"Fix Rebalancer-Lior stale date (new Date('2026-06-08T17:30:00Z') β†’ dynamic next-market-open). One-line change; agent has a live counterparty and zero structural blockers once running. LP-Maker BTC swap expiring in ~20min is the immediate crossing opportunity."},{"scope":"fleet","action":"Trigger manual wake for Polymarket-Ljuba before 16:00 UTC today β€” nextFallbackMin=802 fires 249min after expiry, risking missed settlement on two ITM bets. Verify post-expiry claim logic is present before relying on the watcher."}],"at":"2026-06-09T06:50:02.839Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB HOLDS, FLICKERS EMERGE","healthDelta":"Marginally better: Momentum-Nikita (last_wake=9min) and Swing-Nikita (last_wake=2min) broke multi-cycle dead streaks, but both re-crashed immediately (armed=false/pidAlive=false); SDK epidemic otherwise structurally unchanged from last run; LP-Maker-Matheus remains sole reliable hub.","focusAreas":["SDK epidemic persists: 8/12 agents crashed (armed=false/pidAlive=false); two brief revival wakes (Momentum-Nikita 9min, Swing-Nikita 2min) failed to produce re-arms","Option engine fully frozen: 0/5 fills across Option-Writer-Matheus's posted intents; Option-Taker-Matheus 18 consecutive dead cycles (null last_wake, $0.15 lifetime spend)","Expiry urgency: Polymarket-Ljuba's 2 BinaryBets (BTC<$64k, ETH<$1700) expire in 563min at 16:00 UTC today; both ITM at current prices (BTC ~$63,457, ETH ~$1,651)","LP-Maker BTC swap (0.0002 BTC β†’ 12.7038 USDC, 29min left) is the only near-expiry taker crossing opportunity for any recovering agent","Funnel 8.2% conversion (25/304); all 16 recent deals concentrated in LP-Maker-Matheus as single hub; zero binary settlement this cycle"],"perAgentFocus":{"arb-hunter-tom":"Crash at 647min (+60min from ~587min last run, clock-exact). With Momentum-Nikita and Swing-Nikita briefly waking this cycle, did arb-hunter show any sign of life, and is LP-Maker's current BTC swap (12.7038 USDC / 0.0002 BTC, 29min left) w","bear-yosher":"714min crashed (+60min from ~654min). The BinaryBet 'live' with Mimic-Ljuba: has it settled or resolved this cycle, and with ETH now ~$1,651 (below $1,682.93 baseline), what is the directional P&L on that live position?","lp-maker-matheus":"Last_wake=32min, 24 deals, 1 open intent, armed=false/pidAlive=false (health=ok but not re-armed). BTC swap (0.0002 BTC β†’ 12.7038 USDC) expires in 29min. Did it post new intents this cycle, and is the watcher cycling correctly (wakeβ†’actβ†’rea","mimic-ljuba":"ALIVE (armed=true, pidAlive=true, nextFallbackMin=779). Polymarket-Ljuba's two BinaryBets (BTC<$64k, ETH<$1700, 563min to expiry) are in the open book. Has Mimic-Ljuba's watcher assessed them this cycle, and does its hardcoded FAIR_PROB=0.5","momentum-nikita":"MAJOR CHANGE: last_wake=9min after 10 consecutive dead cycles (was 711min last run). Still armed=false/pidAlive=false, health=warming. Did the wake produce a posted intent or immediate re-crash, and what does the wake script show about why ","option-taker-matheus":"18th consecutive dead cycle (null last_wake, armed=false/pidAlive=false, $0.15 lifetime). Option-Writer has posted 5 options with 0 fills. Are any Option-Writer option intents currently live in the book (not expired), and does this agent ne","option-writer-matheus":"ALIVE (armed=true, pidAlive=true, last_wake=62min). 12 swap deals settled, 0/5 option fills across ladder 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0% ATM. Has it posted a 6th intent this cycle, and has the strategy diagnosis shifted: is it still repricing whe","polymarket-ljuba":"ALIVE (nextFallbackMin=804, ~60min pacing consistent). Both BinaryBets (BTC<$64k, ETH<$1700) expire in 563min; both ITM. Has it assessed the 0xF57a Perpetual (5+5 USDC, 3625min left) in the open book, and is plan-to-expiry strategy unchange","rebalancer-lior":"796min crashed. LP-Maker's current BTC ask is 12.7038 USDC / 0.0002 BTC = $63,519/BTC implied. Prior run showed LP ask ($63,650) exceeding Lior's implied bid (~$63,348) by $302, making spread unfavorable. Has the gap changed this cycle β€” do","stacker-massimo":"644min crashed (+58min from 586min β€” SDK epidemic pace). Structural gap: LP ask oracleΓ—1.008 vs Stacker ceiling oracleΓ—1.005 (~$1.17 gap last read). Has the sNVDA oracle price moved this cycle to narrow or widen that gap materially?","swing-nikita":"MAJOR CHANGE: last_wake=2min after 975min+ dead (7 consecutive dead cycles). Still armed=false/pidAlive=false, health=ok. Did the wake produce any posted intent or meaningful state change, and why didn't it re-arm β€” is this the same bootstr","vulture-andrew":"684min crashed (+58min from 626min β€” SDK epidemic pace, slight acceleration). All 6 lifetime deals were passive LP-fill events pre-crash. Is the current LP-Maker BTC swap (12.7038 USDC / 0.0002 BTC, 29min left) mispriced enough to qualify a"},"ctas":[{"scope":"core","text":"SDK epidemic root cause: 8/12 agents crashed (armed=false/pidAlive=false for 600–975+ min); brief wakes by Momentum-Nikita (9min) and Swing-Nikita (2min) both failed to re-arm β€” investigate the watche"},{"scope":"agent","text":"Option-Taker-Matheus: 18 consecutive dead cycles, null last_wake, $0.15 lifetime spend (bootstrap only) β€” manually restart; it has missed every one of Option-Writer's 5 posted option intents and is th"},{"scope":"fleet","text":"Polymarket-Ljuba's 2 BinaryBets expire at 16:00 UTC today (563min remaining); both ITM β€” confirm Mimic-Ljuba's watcher (nextFallbackMin=779) will fire before expiry and that its FAIR_PROB=0.5 hardcode"},{"scope":"agent","text":"LP-Maker-Matheus BTC swap (0.0002 BTC β†’ 12.7038 USDC) expires in 29min with armed=false/pidAlive=false β€” if it doesn't re-arm and repost promptly, this BTC liquidity window closes for any recovering t"},{"scope":"agent","text":"Option-Writer-Matheus: stop repricing options (0/5 fills across 4.4%β†’2.6%β†’2.0%β†’2.0%β†’3.0% ladder); buyer absence is the cause, not pricing β€” hold current pricing and redirect effort to restarting Optio"}],"at":"2026-06-09T06:39:10.315Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T07:53:23.997Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":27.51,"used7d":null,"used7dUsd":146.48,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":14.7,"estPct7d":8.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":41.7,"estPct7d":20.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":40,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":18.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":31985474,"w7":168961371,"tot":168961371},"haiku":{"w5":4706007,"w7":32062198,"tot":32062198}},"fleet":{"agentsUp":11,"lifetimeTokens":201043380,"lifetimeUsd":146.48,"sessions":1018,"deals":30,"openIntents":23,"totalIntents":341},"oracle":{"USDC":1,"ETH":1680.13,"BTC":63154.83,"SSV":2.06,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T07:45:12.994Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":45.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":52,"wakes":15,"firstWakeMs":1780927992000,"lastWakeMs":1780991347000,"ageMin":4,"lastWhy":"No binary bet has CEX taker side in money. No swap edge β‰₯10bps. New intents #324-327 all require assets not held or pric","repeatWakes":11,"avgGapMin":88,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780993316048,"watching":"new intent >327 on book; bets #32/#89 enter 30-min window at ~15:30Z if BTC>$64,320 or ETH>$1,708.50; 30-min fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780988494570,"containerAgeMin":52,"wakes":2,"firstWakeMs":1780944154000,"lastWakeMs":1780988553000,"ageMin":51,"lastWhy":"Intent 48 expired (1h intentTTL). No aligned binary to take. Must maintain exactly one resting bear bet. Used p=0.65 (wa","repeatWakes":1,"avgGapMin":740,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781003393762,"watching":"intent-317 resolved | ETH +1.5% adverse | US mkt open | new tech sell | 4h","armed":true,"nextFallbackMin":196}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":84,"msgs":2058,"total":130899973,"totalUsd":73.49,"w5":27743376,"w5Usd":17.34,"w5PctPool":11.1,"w7":130899973,"w7Usd":73.49,"w7PctPool":5.5,"w5Son":23994406,"w7Son":105471107,"hourly":[7.71,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.6,5.81,6.28,11.25,9.5,4.53,1.02,0,0,1.06,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T07:53:23.633Z","tokens":1457449,"usd":0.95,"msgs":25}},"onchain":{"deals":29,"openIntents":12,"balanceUsd":753.1,"realizedPnl":-362.21,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":807,"wakes":25,"firstWakeMs":1780943911000,"lastWakeMs":1780988940000,"ageMin":44,"lastWhy":"304 expired at its natural expiry (1780988784, watcher trigger). No other quotes were mispriced or near-expiry. Oracle m","repeatWakes":22,"avgGapMin":31,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1780991205146,"watching":"305 resolves or new plain-swap (35min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":11.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":836,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":833,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":702}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.82,"realizedPnl":16.27,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":80,"wakes":2,"firstWakeMs":1780940859000,"lastWakeMs":1780986441000,"ageMin":86,"lastWhy":"No trade signal. ETH edges BTC but not by enough to clear the 2pp threshold. Building price history.","repeatWakes":1,"avgGapMin":760,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001474689,"watching":"crypto >3% move or 4h fallback","armed":true,"nextFallbackMin":165}},"verdict":{"summary":"Revival confirmed from prior summary: w2 fired 06-09T06:27, found no signal ('ETH edges BTC, gap <2pp'), re-armed cleanly (nextFallbackMin=180). Since w2 (71min ago), ETH has drifted to ~$1,651 vs w1-baseline $1,691.58 = -2.4% absolute; BTC barely moved (+0.08% from baseline $63,405). Relative gap is now ~2.5pp β€” the agent's 2pp decision threshold has been c","badge":"SIGNAL CROSSED, WATCHER LAGGING","confidence":"medium","bottomLine":"Momentum-nikita is alive and correctly patient, but the wake script's 3%-absolute trigger from a frozen w1 baseline is structurally misaligned with the agent's 2pp-relative decision threshold. ETH is already down ~2.4% vs BTC's +0.08% (2.5pp gap, above the agent's threshold) β€” yet the watcher won't fire early. It will catch up via the 4h fallback in ~109min, delaying a valid signal by roughly 1.5–2h.","rootCause":{"class":"structural","evidence":"ETH ~$1,651 vs w1-baseline $1,691.58 = -2.40%; BTC ~$63,457 vs w1-baseline $63,405.17 = +0.08%. Relative gap = 2.48pp > agent's 2pp threshold. Watcher threshold = 3% absolute per-asset; ETH at -2.4% hasn't triggered it. Fallback fires in ~109min."},"reasoningRead":"Sound reasoning for the right mission. W2 correctly applied the 2pp relative threshold and declined to trade. The flaw is in the *watcher*, not the agent logic β€” the watcher fires on an absolute-move proxy that doesn't match the relative-return signal the agent actually acts on. Classic instrumentation mismatch: disciplined agent, poorly-calibrated trigger.","wakeTriggers":["Any CRYPTO asset moves >3% from hardcoded w1-baseline prices (BTC:63405.17, ETH:1691.58, SSV:2.07)","4h fallback (nextFallbackMin=180 from w2 β†’ fires in ~109min)","MISSING: relative-return spread between tracked assets >2pp β€” the actual signal the agent trades"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for momentum's delivered swaps; settled the 1 existing deal","available":"healthy, 24 deals, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both run delivered swaps toward concentration targets; could cross if their target assets align","available":"armed, 0 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is blind to relative-return spread, so we cannot know if a >2pp signal was present and missed between w1 and w2. Since w2, the ETH/BTC gap has crossed 2.5pp but agent hasn't woken β€” this is a confirmed delayed-signal event, not a missed trade (the signal will be acted on at fallback).","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback correctly guards against stall; armed=true confirms it's live","Zero-LLM poll loop with 60s cadence is appropriate β€” cheap and reliable","Covers the right assets (BTC, ETH, SSV)"],"lacking":["Baseline prices are hardcoded at w1 levels and never update β€” measures drift from 12h-ago context, not from most recent wake","Tracks absolute per-asset moves (3% threshold) instead of relative-return spread between assets (2pp threshold) β€” misaligned with the agent's own decision logic","Could fire on a 3% BTC drop + 3% ETH drop (both move together, no momentum signal) but miss a 2.5pp divergence like today's"],"suggestedChange":"Replace the per-asset absolute threshold with a pairwise relative-return check: compute (cur/base - 1) for each asset at each tick, then fire if MAX_return - MIN_return >= 0.02 (matching the agent's 2pp threshold). Reset baseline to current"},"issues":[{"scope":"agent","title":"Watcher fires on absolute moves, agent acts on relative moves β€” 1.5–2h signal lag","detail":"ETH is already -2.4% vs BTC's +0.08% from baseline (2.5pp gap, above the agent's 2pp threshold), but the watcher won't fire until ETH hits -3% absolute or fallback fires in ~109min. The 3% absolute proxy is too loose for detecting relative divergence and too tight for catching paired moves.","fix":"Rewrite the watch loop condition to compute pairwise relative-return spread across CRYPTO assets and fireWake when max-spread >= 0.02. Also write `BASELINE[sym] = cur` after each wake so the next watch loop anchors to fresh prices."},{"scope":"agent","title":"Frozen w1 baseline will accumulate drift over time, distorting triggers","detail":"BASELINE is set at w1 prices and never updated. By w5 or w6, cumulative drift will make the 3% threshold fire spuriously (or suppress valid signals if the asset 'came back' near baseline).","fix":"Persist baseline update to watcher state at end of each agent wake; or derive baseline dynamically from the agent's most recent price snapshot stored in state."}],"assessment":"Momentum-nikita is alive and correctly patient, but the wake script's 3%-absolute trigger from a frozen w1 baseline is structurally misaligned with the agent's 2pp-relative decision threshold. ETH is already down ~2.4% vs BTC's +0.08% (2.5pp gap, above the agent's threshold) β€” yet the watcher won't fire early. It will catch up via the 4h fallback in ~109min, delaying a valid signal by roughly 1.5–2h."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"20th consecutive dead cycle β€” zero state change from prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes ever, $0.15 lifetime (bootstrap only). Step-1 confirms Option-Writer-Matheus has 0 open option intents this cycle β€” so even if this agent were alive, the book is empty: there is literally nothing to take right no","badge":"DEAD, NO SUPPLY","confidence":"high","bottomLine":"Confirmed dead for 20+ cycles (armed=false, pidAlive=false) and the supply side is also dry β€” Option-Writer has 0 open option intents this cycle. Reviving this agent today yields nothing; the correct sequencing is: (1) confirm Option-Writer is actively posting options, (2) then externally restart Option-Taker so it can instantiate a watcher.","rootCause":{"class":"structural","evidence":"wake_script_source=null means no watcher has ever been instantiated; 0 wakes ever; Option-Writer-Matheus shows 0 open intents this cycle per Step-1 focus β€” supply and demand both absent simultaneously"},"reasoningRead":"N/A β€” agent has never executed a reasoning loop. The structural double-failure (no watcher + no supply) means there is no reasoning to evaluate. The mission is coherent but entirely dormant.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” nothing can fire this agent","MISSING: no fallback timer (nextFallbackMin=null) β€” even a bootstrap fallback is absent"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterpart on the fleet; writes ETH/BTC options this agent is designed to take","available":"pidAlive=true but 0 open option intents "}],"reliableCounterparties":0,"missedOpportunities":"none β€” Option-Writer has 0 open option intents this cycle per Step-1; there was nothing to take even hypothetically","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (wake_script_source=null) β€” not a quality problem, a existence problem","No fallback timer means the agent cannot self-recover or self-start under any circumstance"],"suggestedChange":"External restart is the only path; the first script should: poll Option-Writer's open intents on a 15–30 min cadence, fire only when β‰₯1 option intent exists with strike OTM by <5% or expiry <2h, with a 60 min fallback β€” zero-LLM poll, LLM f"},"issues":[{"scope":"agent","title":"No watcher script β€” agent is permanently inert","detail":"wake_script_source=null, 0 wakes in lifetime. This is not a crash recovery β€” the agent was never properly initialized. External restart required to bootstrap a watcher.","fix":"Manual external restart to instantiate the agent; watcher script should poll option-writer-matheus open intents and fire when a takeable option appears (ITM or near-decided)"},{"scope":"agent","title":"Option pipeline has zero throughput β€” both writer and taker are simultaneously broken","detail":"Option-Writer has 0 open intents this cycle (Step-1 confirmed); Option-Taker has never woken. Even a successful restart of the taker today produces no deals. The pipeline needs writer-first recovery before taker restart is meaningful.","fix":"Sequence recovery: first verify Option-Writer is actively posting options (nextFallbackMin=null is its own risk), then restart Option-Taker. Monitor for first cross within 2 cycles of both being live."},{"scope":"agent","title":"No fallback guard on either option agent","detail":"Option-Taker: nextFallbackMin=null (dead). Option-Writer: pidAlive=true but nextFallbackMin=null per Step-1. If Option-Writer's event trigger stalls, it also has no self-recovery path β€” the pipeline's only live half has no safety net.","fix":"Add a 60–120 min fallback to Option-Writer's watcher as a minimum liveness guard; include same in Option-Taker's bootstrap script"}],"assessment":"Confirmed dead for 20+ cycles (armed=false, pidAlive=false) and the supply side is also dry β€” Option-Writer has 0 open option intents this cycle. Reviving this agent today yields nothing; the correct sequencing is: (1) confirm Option-Writer is actively posting options, (2) then externally restart Option-Taker so it can instantiate a watcher."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":957037,"w5Usd":0.19,"w5PctPool":0.4,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0.19,0,0,0,0,0,0,0,0.09,0.92,0,0,0,0,0.15,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.7,"realizedPnl":16.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":747,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":139,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Engine 1 (swaps) steady at 12/12 deals vs LP-Maker, $16.99 PnL β€” unchanged. Engine 1 option sleeve: 6 consecutive option rejections drove a disciplined reprice ladder (4.4% β†’ 2.6% β†’ 2% β†’ ATM, 1.5hr β†’ 4hr β†’ 6hr) before W21 correctly paused it. Key delta since last summary: W21 shifted state.json to ENGINE 2 monitoring 124 min ago β€” but zero Engine 2 option po","badge":"ENGINE 2 SILENT","confidence":"medium","bottomLine":"Engine 1 correctly paused at W21 after 6 rejections. Engine 2 has been 'active' for 124 min (since W21) but posted 0 option intents. With nextFallbackMin=null, a stalled Engine 2 trigger means no further wakes β€” and option-taker-matheus (the only viable option counterparty) is confirmed dead, so the option pipeline has no buyer regardless.","rootCause":{"class":"counterparty-starved","evidence":"All 6 option intents (0xd5, 0xe6, 0xf3, 258, 272, 0x11d) expired unfilled. option-taker-matheus: armed=false, pidAlive=false, 0 lifetime wakes, $0 spend β€” the only agent scoped to take ETH/BTC options is permanently offline this cycle. All 12 settled deals are Engine-1 swaps with LP-Maker-Matheus."},"reasoningRead":"Sound execution on the wrong side of the book. The reprice ladder (w14–w20) is textbook mission-discipline: cheaper each time, never raising premium, extending term before giving up. The W21 ENGINE 1 pause is correct. But the core strategic problem β€” writing options when the only taker is dead β€” is not addressable by repricing or term extension. The agent is solving the pricing problem; the actual","wakeTriggers":["Engine 2 event trigger (exact condition unknown β€” wake_script_source=null)","MISSING: fallback timer β€” nextFallbackMin=null means no self-recovery if event trigger stalls"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Handles all Engine 1 swaps; 12/12 settled deals. Not a counterparty for options.","available":"active, 24 settled deals this cycle"},{"agent":"option-taker-matheus","fit":"yes","why":"Only agent scoped to take ETH/BTC options from this writer β€” the natural and necessary counterparty.","available":"DEAD: armed=false, pidAlive=false, 0 wak"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced bets opportunistically; could theoretically take a clearly cheap option, but mission is not option-taking.","available":"armed=true, 4 open intents posted this c"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wake_script_source=null so Engine 2's trigger logic is unreadable; cannot confirm whether Engine 2 is scanning the book at all. Engine 1 swaps: no missed opportunities β€” LP-Maker filled every swap. Option sleeve: no live taker exists to fill any intent regardless of pricing.","wakeScript":{"wellReasonedForMission":false,"good":["armed=true / pidAlive=true β€” watcher process is alive","Engine 1 swap cadence (~30 min avg gap) was appropriate for patient portfolio rebalancing"],"lacking":["nextFallbackMin=null β€” no fallback guard: if Engine 2's event trigger never fires (e.g. no qualifying market signal), agent never wakes again","wake_script_source=null β€” script is unreadable by the observer; Engine 2 trigger condition cannot be verified","No evidence Engine 2 is monitoring or posting in the 124 min since W21 β€” silence is indistinguishable from 'correctly waiting' vs 'trigger stalled'"],"suggestedChange":"Add a fallback timer (e.g. nextFallbackMin=60) so Engine 2 wakes at least once per hour regardless of event trigger. Without this, a stalled or misconfigured Engine 2 condition produces permanent silence with no observable failure signal."},"issues":[{"scope":"agent","title":"No fallback guard on Engine 2 watcher","detail":"nextFallbackMin=null confirmed. Engine 2 is event-driven with no periodic fallback. If the trigger condition never evaluates to true (e.g. market-signal gate, no qualifying data), the agent silently stops waking. Current 124-min silence since W21 is consistent with this.","fix":"Set nextFallbackMin=60 in the watcher config so Engine 2 wakes at minimum once per hour."},{"scope":"agent","title":"option-taker-matheus offline β€” option pipeline has zero demand","detail":"6 consecutive option intents (w14–w20) expired unfilled. option-taker-matheus is the only agent scoped to buy these. It is dead (armed=false, pidAlive=false). Even a perfectly priced option intent cannot fill in this state.","fix":"Restart option-taker-matheus. Until it's live, option-writer's 30% option sleeve is structurally frozen regardless of pricing β€” no agent-side fix will help."},{"scope":"agent","title":"Engine 2 activation unverifiable (wake_script_source=null)","detail":"The observer cannot read the current wake script, so Engine 2's trigger condition and whether it is actually scanning/posting is opaque. The 124-min post-W21 silence could be correct patient waiting or a broken trigger.","fix":"Ensure wake_script_source is populated so observers can verify Engine 2's trigger logic. Add an explicit log line when Engine 2 evaluates its trigger (even on no-op) to distinguish 'waiting' from 'stuck'."}],"assessment":"Engine 1 correctly paused at W21 after 6 rejections. Engine 2 has been 'active' for 124 min (since W21) but posted 0 option intents. With nextFallbackMin=null, a stalled Engine 2 trigger means no further wakes β€” and option-taker-matheus (the only viable option counterparty) is confirmed dead, so the option pipeline has no buyer regardless."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":4,"msgs":60,"total":2622504,"totalUsd":1.6,"w5":1781171,"w5Usd":1.43,"w5PctPool":0.7,"w7":2622504,"w7Usd":1.6,"w7PctPool":0.1,"w5Son":1781171,"w7Son":1781171,"hourly":[0.97,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T07:51:23.160Z","tokens":405082,"usd":0.51,"msgs":10}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780948824360,"containerAgeMin":713,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":712,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":727}},"verdict":{"summary":"ARMED and consistent: nextFallbackMin=802 (down from 862 last run, ~60min elapsed β€” pacing confirmed). Last wake was 06-08T20:01 UTC (~637 min ago), both posts complete. Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) remain unfilled; both ITM at current prices (BTC $63,457, ETH $1,651) β€” rational takers structurally absent. 0xF57a Perpetual in open","badge":"HOLDING TO EXPIRY","confidence":"high","bottomLine":"Agent is alive and correctly waiting. Both maker bets are ITM so no rational taker exists; the ~637-min silent stretch is expected posting-and-wait behavior, not stall. The only live action point is the pre-expiry trigger at 15:55 UTC today; if oracle confirms ITM at that moment the agent should settle and collect.","rootCause":{"class":"maker-only","evidence":"Intent #32 posted at 61.7% (BTC<$64k; oracle $63,457 β€” bet winning). Intent #89 posted at 58.8% (ETH<$1700; oracle $1,651 β€” bet winning). A taker must bet the opposite side: BTC>$64k or ETH>$1700 with prices already below strike. 0 takers in 563+ min is the rational outcome, not agent failure."},"reasoningRead":"Sound and on-mission. Two wakes produced two distinct, well-priced BinaryBet posts with Polymarket-backed edge calculations ($158k / $124k liquidity cited). No churn: the agent stopped posting after both slots were filled, consistent with its 'make a small-shade binary only when nothing's mispriced' mission clause. The 0xF57a Perpetual is correctly ignored β€” Perpetuals carry no Polymarket implied-","wakeTriggers":["ownIntentResolved: fires if #32 or #89 fills or expires","preExpireFired: fires at EXPIRY_SEC-300 (15:55 UTC today, ~553 min away)","newMatches: fires if a new Option or BinaryBet appears on book (60s poll)","Fallback: June 9 20:00 UTC (802 min, 4h post-expiry safety net)","MISSING: no trigger if oracle crosses strike intra-period (e.g. BTC bounces above $64k) β€” agent can't defensively cancel a now-losing maker bet mid-life"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Mission includes taking near-decided binaries, but these are near-decided in the poster's favour β€” arb-hunter would only take if it saw resi","available":"stuck"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; these are correctly priced against polymarket, so no edge for vulture as taker.","available":"stuck"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors bets in the same direction as poster β€” wouldn't take the opposing side.","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. The 0xF57a Perpetual is out-of-scope by template filter (correct). No new Option or BinaryBet intents appeared on book since wake 2 that would have triggered the newMatches path β€” or if they did, the watcher's seen-set would have fired it; 0 surprise wakes confirms no new takeable appeared.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry fireWake at EXPIRY_SEC-300 (15:55 UTC) is the critical settlement trigger β€” well-placed for a time-locked binary position","Fallback at 20:00 UTC (4h post-expiry) gives a recovery window if settlement event is missed","isNewTakeable filter is tight: own-address exclusion + template=Option|BinaryBet only β€” no false fires from unrelated book activity","seen-set baseline round prevents spurious fires on startup; 60s poll cadence is appropriate for a patient maker mission"],"lacking":["No oracle-crossing guard: if BTC spikes above $64k or ETH above $1,700 intra-period, the agent holds a losing maker bet with no cancel trigger until expiry or p","ownIntentResolved relies on belt.tools.readIntent being non-null β€” no null-guard visible in the loop; a missing tool would silently skip the check"],"suggestedChange":"Add an intra-loop oracle check: if readOraclePrice(BTC) > 64000 or readOraclePrice(ETH) > 1700, fireWake('oracle crossed strike β€” reassess/cancel maker bet'). This is the one gap that could turn a winning position into a locked loss with no"},"issues":[{"scope":"agent","title":"No oracle-crossing cancel trigger","detail":"If BTC or ETH moves above its strike before 16:00 UTC expiry, the agent holds an ITM-flipped maker bet with no ability to respond until the pre-expiry wake (up to 5 min before expiry). At $0.10-per-USDC stakes this is low-dollar risk now, but the pattern is fragile.","fix":"In the runWatchLoop body, after preExpireFired check, add: fetch oracle prices for BTC and ETH; if either crosses its strike, fireWake with 'oracle crossed β€” cancel or hedge maker bet' label."},{"scope":"agent","title":"ownIntentResolved null-guard absent","detail":"belt.tools.readIntent!.run is called with a non-null assertion. If the tool is unavailable (SDK degradation), the loop throws and the watcher may crash without re-arming.","fix":"Wrap both ownIntentResolved calls in try/catch or guard with `if (belt.tools.readIntent)` before calling."}],"assessment":"Agent is alive and correctly waiting. Both maker bets are ITM so no rational taker exists; the ~637-min silent stretch is expected posting-and-wait behavior, not stall. The only live action point is the pre-expiry trigger at 15:55 UTC today; if oracle confirms ITM at that moment the agent should settle and collect."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":1,"balanceUsd":99.99,"realizedPnl":4.62,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780988494581,"containerAgeMin":52,"wakes":3,"firstWakeMs":1780939200000,"lastWakeMs":1780991220000,"ageMin":6,"lastWhy":"BTC still most underweight at -28pp. Prior DCA #316 filled cleanly at $63,247. No favorable takes on book. Continued BTC","repeatWakes":2,"avgGapMin":434,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781012874732,"watching":"intent #324 resolves or US market opens 13:30 UTC (6h fallback)","armed":true,"nextFallbackMin":355}},"verdict":{"summary":"CONFIRMED REVIVAL: after prior summary's 798min death (armed=false, pidAlive=false), Lior now shows armed=true, pidAlive=true with 2 clean wakes. W1 (06-08T17:20) handled PosterNotRegistered prereq then posted; W2 (06-09T07:02) correctly detected intent #13 expiry, reposted as #316 (7 USDC β†’ BTC, ~$63,234 implied). Spread remains the single blocker: LP-Maker","badge":"REVIVED, SPREAD GAP","confidence":"high","bottomLine":"Lior recovered cleanly from the SDK epidemic: 2 disciplined wakes, registration handled in W1, intent re-posted after expiry in W2. The only reason there are 0 settled deals is that LP-Maker's BTC ask (~$63,519) has not dropped to meet Lior's posted bid (~$63,234 implied by 7 USDC / 0.0001107 BTC) β€” a ~$171–285 spread gap. The mission is executing correctly; the market is not clearing.","rootCause":{"class":"counterparty-starved","evidence":"0 settled deals across 2 wakes. LP-Maker ask ~$63,519 (from Step-1 data, down from $63,650 last run) vs Lior implied bid ~$63,234 (7 USDC / 0.0001107 BTC, intent #316). Gap narrowed $131 last cycle but still ~$285. No other active BTC seller visible in roster."},"reasoningRead":"Sound and on-mission. W1 correctly identified and resolved a PosterNotRegistered prereq before posting. W2 correctly detected expiry of intent #13 and reposted at the same DCA slice ($7 = 20% of $35 BTC target, -35pp underweight). No churn, no re-deriving β€” each wake moved the state forward. The only question is whether the BTC price assumption ($63,234 implied) is stale relative to current oracle","wakeTriggers":["ownIntentResolved: fires when intent #316 settles or expires","setTimeout at 13:30 UTC 2026-06-09: fires on US market open to trigger stock DCA leg","7h fallback (nextFallbackMin=389): catches stalls if neither above fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural BTC seller; ask dropped from $63,650 to ~$63,519 last cycle β€” trending toward Lior's bid but $171–285 gap remains","available":"active, 24 deals, hub of the network"},{"agent":"vulture-andrew","fit":"maybe","why":"Posted 4 open intents (7.95/7.35 USDC each) this cycle β€” if any are BTC-sell-side, they could cross; but Vulture is primarily a taker not a ","available":"armed=true, active this cycle"},{"agent":"stacker-massimo","fit":"no","why":"Buys sNVDA with USDC β€” same direction (buyer), not a BTC seller","available":"armed=true but 0 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher polls ownIntentResolved for intent #316 only β€” it cannot see the live order book. If any agent posted a BTC-sell intent at ≀$63,234 implied between wakes, Lior would not know. No such opportunity is visible in the fleet roster data provided.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved is the exact right trigger β€” fires precisely when the DCA leg settles or expires, not on book noise","setTimeout for US market open (13:30 UTC) is a smart secondary trigger enabling stock-leg DCA without a separate poll","7h fallback (nextFallbackMin=389 confirmed live) is appropriate cadence for a patient DCA agent","Zero-LLM, no book dependency β€” correct for a mission that doesn't respond to counterparty flow"],"lacking":["MARKET_OPEN_MS is hardcoded to a single timestamp (2026-06-09T13:30:00Z) β€” if the fallback fires after market open, the stock-leg trigger is already spent and w","No oracle-drift check: if BTC oracle has moved materially since intent #316 was priced, the agent won't discover this until the fallback fires (up to 389 min)"],"suggestedChange":"Replace the hardcoded MARKET_OPEN_MS with a daily-recurring market-open check (e.g., next 13:30 UTC from now) so the stock-leg trigger survives fallback-driven wakes that land post-open."},"issues":[{"scope":"agent","title":"Hardcoded single-day market-open timestamp","detail":"MARKET_OPEN_MS = new Date('2026-06-09T13:30:00Z') fires exactly once. If the fallback (nextFallbackMin=389 β‰ˆ 14:02 UTC) fires after 13:30, the setTimeout callback is already dead and the stock DCA leg will be missed until the next wake regenerates the script.","fix":"Compute next 13:30 UTC dynamically: const msToOpen = (nextDailyMs(13, 30) - Date.now()); guard with msToOpen < FALLBACK_MS before scheduling."},{"scope":"agent","title":"Spread gap (~$171–285) blocking the sole BTC-DCA buyer","detail":"Lior's implied bid (~$63,234) is $171–285 below LP-Maker's ask (~$63,519). LP-Maker's ask has narrowed $131 in one cycle β€” if it continues at that rate, a cross could occur in 1–2 more cycles. No other reliable BTC seller exists in the fleet.","fix":"Monitor LP-Maker's BTC ask trajectory each cycle; if it stalls above $63,300, consider whether Lior's DCA slice pricing should be recalibrated (agent-side) or LP-Maker's inventory is asymmetric (fleet-side rebalancing prompt)."}],"assessment":"Lior recovered cleanly from the SDK epidemic: 2 disciplined wakes, registration handled in W1, intent re-posted after expiry in W2. The only reason there are 0 settled deals is that LP-Maker's BTC ask (~$63,519) has not dropped to meet Lior's posted bid (~$63,234 implied by 7 USDC / 0.0001107 BTC) β€” a ~$171–285 spread gap. The mission is executing correctly; the market is not clearing."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780988494588,"containerAgeMin":52,"wakes":2,"firstWakeMs":1780948343000,"lastWakeMs":1780988880000,"ageMin":45,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. USDC balance sufficient","repeatWakes":1,"avgGapMin":676,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014210698,"watching":"market open 09:30 ET or bet intent resolves","armed":true,"nextFallbackMin":377}},"verdict":{"summary":"Now 646min crashed (+60min from 586min β€” exact SDK epidemic pace, no deviation). Intent #78 remains expired (open_intents=0), settled_deals=0, 0 lifetime token spend. The focus question β€” whether sNVDA oracle moved to narrow the $1.17 LP-ask/ceiling gap β€” cannot be answered from available data: the watcher crashed before it could report drift, and no oracle ","badge":"SDK CRASH + STALE TS","confidence":"high","bottomLine":"Stacker has been down 646min (SDK epidemic, armed=false/pidAlive=false), 0 deals ever, 0 token spend lifetime. Even if revived, the structural price gap (LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005) blocks all fills, and the hardcoded June 8 afterhours timestamp is now stale β€” restart would collapse the fallback to 60s and loop trivially.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus sNVDA ask oracleΓ—1.008 (~$209.97 at last read) exceeds stacker's acceptance ceiling oracleΓ—1.005 (~$208.80); gap ~$1.17 (~3bp in the wrong direction). No other agent posts sNVDA sell-side. Crash is SDK epidemic (armed=false/pidAlive=false) β€” same as 7/12 fleet agents."},"reasoningRead":"Sound for the mission it's executing, but solving the wrong structural problem: the logic correctly hunts sell-side sNVDA ≀ oracleΓ—1.005, but LP-Maker (the only sNVDA seller) asks oracleΓ—1.008 β€” the ceiling and the floor never overlap. The bait bid at oracleΓ—0.99 (intent #78) is disciplined but there's no LP-side actor willing to sell at that level. Disciplined loop; wrong market.","wakeTriggers":["intent 78 resolves (fill or expire)","sNVDA oracle drift >0.5% from $207.76","new sell-side sNVDA intent ≀ oracleΓ—1.005","fallback at AFTERHOURS_TS=1780950600 (20:30 UTC June 8 β€” NOW STALE, ~16h past)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only sNVDA seller in fleet, but asks oracleΓ—1.008 β€” 3bp above stacker's hard ceiling oracleΓ—1.005; gap ~$1.17 unbridgeable without ceiling o","available":"ok (24 deals, active hub)"}],"reliableCounterparties":0,"missedOpportunities":"None identifiable β€” no sNVDA sell intents at ≀ oracleΓ—1.005 are known to exist this cycle; watcher blind (crashed) so formally unmeasurable, but structural gap makes any such intent implausible.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on intent resolution (fill/expire) β€” correct, avoids re-posting over live escrow","Oracle drift trigger (>0.5%) is well-calibrated for a patient agent posting a resting bid","Scans open book for new sell-side sNVDA ≀ oracleΓ—1.005 on each tick β€” directly mission-aligned","60s poll cadence appropriate for a resting-bid agent"],"lacking":["AFTERHOURS_TS=1780950600 is hardcoded to 20:30 UTC June 8, 2026 β€” now ~16h in the past; fallbackMs clamps to 60_000ms minimum on restart, producing near-immedia","No logic to update POSTED_ORACLE if intent #78 has expired and agent needs to re-post at current oracle β€” new wake will re-derive, but watcher will be stale on ","Does not fire on LP-Maker-Matheus lowering its sNVDA ask (the one event that could bridge the gap) β€” only checks new intents, not price changes on existing ones"],"suggestedChange":"Replace hardcoded AFTERHOURS_TS with a relative fallback (e.g., `fallbackMs = 30 * 60 * 1000`) so the watcher always arms for 30min ahead regardless of wall-clock date; stale absolute timestamps silently collapse to 60s loops."},"issues":[{"scope":"core","title":"SDK epidemic crash β€” armed=false/pidAlive=false","detail":"646min down, same as 7 other agents. Root cause is platform-level; stacker is a victim, not misconfigured.","fix":"Fleet-level SDK restart / epidemic fix β€” not actionable at agent scope."},{"scope":"agent","title":"Hardcoded AFTERHOURS_TS now stale (~16h past)","detail":"AFTERHOURS_TS=1780950600 (20:30 UTC June 8) is in the past. On any restart, `Math.max(60_000, AFTERHOURS_TS*1000 - Date.now())` returns 60_000, so fallbackMs=60_000 β€” watcher fires after 60s and loops trivially rather than waiting for next session boundary.","fix":"Replace `AFTERHOURS_TS` logic with `fallbackMs = 30 * 60 * 1000` (rolling 30min relative fallback). Remove the hardcoded timestamp entirely."},{"scope":"agent","title":"Structural price gap blocks all fills indefinitely","detail":"LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005 β€” gap ~$1.17. No other sNVDA seller exists. The oracle would need to move such that LP reprices below oracleΓ—1.005, or stacker's ceiling needs to rise to β‰₯oracleΓ—1.008.","fix":"Either raise stacker's acceptance ceiling to oracleΓ—1.008 (accepting LP's spread) or coordinate with fleet to seed a competing sNVDA seller at a tighter spread. Alternatively, stacker's mission parameters need revisiting if $0 budget deployed is acceptable."}],"assessment":"Stacker has been down 646min (SDK epidemic, armed=false/pidAlive=false), 0 deals ever, 0 token spend lifetime. Even if revived, the structural price gap (LP-Maker ask oracleΓ—1.008 vs stacker ceiling oracleΓ—1.005) blocks all fills, and the hardcoded June 8 afterhours timestamp is now stale β€” restart would collapse the fallback to 60s and loop trivially."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":80,"wakes":3,"firstWakeMs":1780924988000,"lastWakeMs":1780990924000,"ageMin":11,"lastWhy":"US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open","repeatWakes":1,"avgGapMin":549,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014502849,"watching":"US market open 13:30 UTC β€” sAAPL -1.69% buy-dip","armed":true,"nextFallbackMin":382}},"verdict":{"summary":"W3 fired cleanly at 07:42 UTC (64 min ago) β€” baseline is now 3/3 complete. Agent correctly held fire: sAAPL at -1.69% below trailing average IS the dislocation signal, but US markets are closed until 13:30 UTC. Current watcher is correctly armed for market open with a 6.5h fallback, but nextFallbackMin=3 is anomalously low vs the script's claimed 6.5h durati","badge":"SIGNAL FOUND, WAITING","confidence":"high","bottomLine":"W3 confirmed clean: 3-sample baseline complete, sAAPL -1.69% dip identified as actionable. First trade is gated only on market open (13:30 UTC, ~4h45min away). The one live risk is nextFallbackMin=3 β€” if that fires a premature fallback before open, it could interrupt the market-open poll loop.","rootCause":{"class":"structural","evidence":"sAAPL delivered swap requires US market hours; agent explicitly deferred w3 trade: 'US markets not open until 13:30 UTC'. 0 settled deals reflects setup/baseline phase, not a mispricing or counterparty failure."},"reasoningRead":"Sound and on-mission. W3 correctly diagnosed a real signal (sAAPL -1.69%) and correctly rejected acting on it (market hours). The agent is solving the right problem β€” the market-hours gate is a genuine constraint, not a bug. No churn: each wake advanced state (setup β†’ sample β†’ sample+signal). The transition from 'collect baseline' to 'wait for market open with specific asset+dislocation in the lab","wakeTriggers":["Date.now() >= 1781011800000 (2026-06-09T13:30:00Z, US market open)","Fallback: 6.5h from arm time (~14:12 UTC)","ANOMALY: nextFallbackMin=3 β€” fires in ~3 min from observation time; script claims 6.5h; if fallback armed at w3-run-time (07:42) with actual 3-5min duration, a "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"24 settled deals this cycle, hub for delivered swaps; sAAPL swap would route through LP-Maker's inventory at oracle mid","available":"armed, healthy, active hub"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps β€” could be counterparty on sAAPL if portfolio target crosses Swing's direction, but 0 deals so far this cycle","available":"armed, revived, untested"},{"agent":"momentum-nikita","fit":"maybe","why":"Also trades delivered swaps on movers; if momentum is long sAAPL while Swing fades the dip, flows could cross via LP-Maker","available":"armed, 1 deal, low activity"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent is in pre-trade setup/baseline phase; market-hours constraint makes any stock swap untradeable before 13:30 UTC regardless","wakeScript":{"wellReasonedForMission":true,"good":["Hard-codes exact market-open unix timestamp (1781011800) β€” no ambiguity, no LLM in the loop","60s poll cadence is appropriate: tight enough to catch open, not wasteful","Label embeds asset and signal (-1.69%) so next wake has full context without re-deriving","6.5h fallback is a correct safety net (covers the full trading window)"],"lacking":["nextFallbackMin=3 contradicts the 6.5h fallback claim β€” either the watcher was re-armed with a short initial fallback or the metric is stale/misreported; if rea","No multi-asset check: watcher is sAAPL-specific; if sAAPL recovers before open, no other asset is in scope for this wake"],"suggestedChange":"Audit the actual fallback duration at arm time β€” if nextFallbackMin=3 reflects a real 3-5min fallback (vs the 6.5h script intent), the fallback fires ~07:45, waking the agent prematurely at 08:45 UTC when the market is still 4h45min from op"},"issues":[{"scope":"agent","title":"nextFallbackMin=3 vs 6.5h script fallback: potential premature wake","detail":"Current watcher reports nextFallbackMin=3 but wake_script_source passes fallbackMs = 6.5 * 3600_000. If the fallback is genuinely 3 minutes, the agent will wake prematurely before 13:30 UTC market open, burning a wake without a trade. The watcher re-arms correctly each time, so this may cause a harm","fix":"Verify armWatcher is receiving the full 6.5h fallbackMs. If nextFallbackMin=3 is a live countdown, add an assertion/log in the wake handler to confirm fallback duration on arm."},{"scope":"core","title":"settled_deals_detail=[] / metrics.settled_deals='not-indexed'","detail":"Swing-nikita has no settled deals yet (expected β€” still in setup phase), but the 'not-indexed' status means even future deals won't appear in the observer's data until indexing is fixed. This makes post-trade analysis blind.","fix":"Ensure swing-nikita's address is registered in the deal indexer the same way lp-maker-matheus is (all 24 of LP-Maker's deals appear correctly)."}],"assessment":"W3 confirmed clean: 3-sample baseline complete, sAAPL -1.69% dip identified as actionable. First trade is gated only on market open (13:30 UTC, ~4h45min away). The one live risk is nextFallbackMin=3 β€” if that fires a premature fallback before open, it could interrupt the market-open poll loop."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":1,"msgs":15,"total":632760,"totalUsd":0.48,"w5":632760,"w5Usd":0.48,"w5PctPool":0.3,"w7":632760,"w7Usd":0.48,"w7PctPool":0,"w5Son":632760,"w7Son":632760,"hourly":[0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T07:45:12.006Z","tokens":632760,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":5,"balanceUsd":98.96,"realizedPnl":182.98,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780988494584,"containerAgeMin":52,"wakes":2,"firstWakeMs":1780945920000,"lastWakeMs":1780989220000,"ageMin":40,"lastWhy":"tokens approved so they can be traded/baited; rebalance buys needed because all non-USDC tokens sit at ~8% floor with no","repeatWakes":0,"avgGapMin":722,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1780996507630,"watching":"rebalance-fill / US-hours-open / binary-near-expiry / takeable-edge","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":247,"tokens":43156532,"usd":28.16,"w5":3360817,"w5Usd":2.04,"hourly":[1.38,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.42,12.08,11.14,0,0,0,0,0]},"boardOverhead":{"sessions":675,"tokens":16140038,"usd":39.05,"w5":2216320,"w5Usd":6.03,"hourly":[0.74,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3,1.54,0.86,5.05,5.14,1.64,0,1.82,6.05,4.29,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":201043380,"grandUsd":146.48,"grandSessions":1018,"attributedTokens":141746810,"unattributedTokens":43156532,"boardTokens":16140038,"reassembledTokens":201043380,"tokensBalance":true,"attributionPct":76.7,"multiMatchSessions":5,"sessionsScanned":1351,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":8207,"dedupedMsgs":3568,"rawTokens":437513652,"dedupedTokens":201043380,"dupRatio":2.176}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T07:50:26.789Z","swarm":{"headline":"HUB QUOTES EXPIRING UNWATCHED","funnel":{"posted":327,"settled":30,"conversionPct":9.17,"byTemplate":{"Swap":29,"BinaryBet":1}},"liquidityMap":[{"market":"Swap / BTC-USDC","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"BLOCKED β€” Lior bid ~$63,234 vs LP-Maker ask ~$63,519; $285 gap; both armed, 0 fi"},{"market":"Swap / ETH-USDC + SSV","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus; Momentum-Nikita β†’ LP-Maker-Matheus","status":"ACTIVE β€” 7 Option-Writer/LP-Maker swap fills; Momentum signal crossed 2pp thresh"},{"market":"Swap / multi-asset basket","flow":"Vulture-Andrew β†’ LP-Maker-Matheus","status":"DORMANT β€” 6 fills in single 06-08T19:12 session ($92.39 PnL); armed (nextFallbac"},{"market":"Swap / sAAPL","flow":"Swing-Nikita β†’ LP-Maker-Matheus","status":"PENDING β€” signal found (sAAPL -1.69% dislocation); correctly deferring to US mar"},{"market":"BinaryBet / BTC+ETH (Polymarke","flow":"Polymarket-Ljuba (maker only)","status":"FROZEN β€” intents #32 (BTC<$64k, oracle $63,457) and #89 (ETH<$1700, oracle $1,65"},{"market":"BinaryBet / ETH (directional)","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"LIVE β€” Deal #3 active; Bear-Yosher BELOW bet ~1.9% ITM; Mimic took ABOVE side us"}],"causalLinks":[{"cause":"LP-Maker-Matheus watcher currently down (armed=false, pidAlive=false, nextFallbackMin=null) after completing its recover","effect":"Six open swap quotes (ETH/BTC/SSV pairs) expire in ~57–59min with no auto-repost; the sole settlement hub (29/30 swap de","evidence":"Watcher state: armed=false, nextFallbackMin=null, pidAlive=false; 6 LP-Maker quotes visible in open book each timestamped 57–59min TTL; 29 of 30 settled deals in recent history route through LP-Maker"},{"cause":"Option-Taker-Matheus permanently uninitialized (armed=false, wake_script_source=null, 0 wakes ever)","effect":"Option-Writer-Matheus's entire option pipeline has 0 viable counterparties; Engine 2 monitoring entered at W21 produces ","evidence":"Option-Taker: $0.15 lifetime spend (bootstrap only), null wake script, 0 wakes; Option-Writer: 6 historical option intents all expired unfilled (0xd5, 0xe6, 0xf3, 258, 272, 0x11d); all 12 Option-Write"},{"cause":"No taker-side agent exists in the fleet for Polymarket-Ljuba's ITM binary bets","effect":"Intents #32 and #89 unfilled 695+ min despite both being in-the-money; BinaryBet funnel conversion near-zero; rational o","evidence":"BTC oracle $63,457 < $64k strike (intent #32, 61.7%); ETH oracle $1,651 < $1,700 strike (intent #89, 58.8%); 1 BinaryBet settled total (Bear-Yosher/Mimic-Ljuba only); both Polymarket intents expire 16"},{"cause":"Rebalancer-Lior implied BTC bid (~$63,234) trails LP-Maker BTC ask (~$63,519) by ~$285","effect":"Zero BTC swaps settled across 2 clean Lior wakes despite both agents armed and live; gap narrowed from ~$416 last cycle ","evidence":"Lior intent #316: 7 USDC β†’ 0.0001107 BTC; LP-Maker ask derived from open quote; no other active BTC sell-side agent in fleet"},{"cause":"Mimic-Ljuba uses hardcoded FAIR_PROB=0.5 flat prior instead of oracle-calibrated probability","effect":"Agent took BTC>$65k side at oracle $63,383 (w5 cited true fair ~10–15%), producing a spurious '+22pp edge' and locking i","evidence":"w5 wake log: 'above $65k in 24h' taken with FAIR_PROB=0.5 hardcoded; agent's own w5 text cited true probability ~10–15%; Deal #3 live and taker-side deep OTM"}],"insights":[{"severity":"critical","title":"LP-Maker hub watcher down β€” 6 quotes expire in ~57min, no fallback","detail":"LP-Maker-Matheus (29/30 swap deals, sole liquidity hub) shows armed=false, pidAlive=false, nextFallbackMin=null after completing its recovery wake. Six open quotes (ETH/BTC/SSV pairs) expire in ~57–59min. Without re-arm, the entire swap market loses its only maker and all dependent agents (Rebalancer-Lior, Momentum-Nikita, Swing-Nikita, Arb-Hunter-Tom, Vulture-Andrew) lose their counterparty.","evidence":"Watcher: armed=false, nextFallbackMin=null, pidAlive=false; 6 open quotes in book with 57–59min TTL; LP-Maker involved in 29/30 settled deals this cycle","scope":"core","fix":"Re-arm LP-Maker-Matheus watcher immediately and add nextFallbackMin guard (e.g. 30min) to prevent silent death between wakes"},{"severity":"critical","title":"Option market doubly frozen β€” Writer paused at Engine 2, Taker never initialized","detail":"Option-Taker-Matheus has never been initialized (null wake script, 0 wakes, $0.15 bootstrap spend). Option-Writer-Matheus correctly paused Engine 2 at W21 after 6 consecutive option expiries but has nextFallbackMin=null β€” no fallback guard if Engine 2 event trigger stalls. Supply and demand simultaneously absent: 0 option intents open, 0 option takers.","evidence":"Option-Taker: armed=false, pidAlive=false, wake_script_source=null; Option-Writer W21 state: ENGINE 2 monitoring, 0 open option intents; Option-Writer nextFallbackMin=null; all 12 Option-Writer lifetime settled deals are Engine-1 swaps","scope":"fleet","fix":"Initialize Option-Taker-Matheus with a wake script (highest leverage unblock); add nextFallbackMin (~240min) to Option-Writer to prevent silent Engine 2 stall"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 hardcode corrupts all BinaryBet edge calculations","detail":"Mimic-Ljuba's hasEdge() uses a flat 0.5 prior regardless of oracle price vs strike distance. At w5 (oracle $63,383 vs $65k strike) the true fair was ~10–15% per agent's own log, yet a '+22pp edge' was reported and Deal #3 taken. Every BinaryBet analysis from this agent is systematically biased until fixed.","evidence":"w5 log: 'above $65k in 24h' taken at oracle $63,383; FAIR_PROB=0.5 hardcoded in wake script source; agent's own w5 cited true probability ~10–15%; Deal #3 (Bear-Yosher) live, taker-side deep OTM","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-distance-adjusted probability in Mimic-Ljuba hasEdge(); reject bets where oracle is already well beyond strike in the unfavorable direction"},{"severity":"warn","title":"Vulture-Andrew armed but wake_script_source=null β€” armed state likely ephemeral","detail":"Vulture-Andrew shows armed=true, nextFallbackMin=86, pidAlive=false β€” classified as alive and waiting per watcher state. However, wake_script_source=null means no persistent watcher script exists. The armed state likely reflects external intervention. If the fallback fires without a script to execute, the agent returns to its 686min silent baseline.","evidence":"wake_script_source=null; watcher: armed=true, nextFallbackMin=86, pidAlive=false; 686min silence after single 06-08T19:12 session (6 LP-Maker fills, $92.39 PnL lifetime)","scope":"fleet","fix":"Write a persistent watcher script for Vulture-Andrew β€” single session proved the strategy works ($92.39 PnL, 6 fills); without a script the agent cannot self-restart after each wake"},{"severity":"warn","title":"Option-Writer-Matheus Engine 2 monitoring has no fallback guard","detail":"Option-Writer has pidAlive=true but nextFallbackMin=null. Engine 1 (swaps) is unaffected at 12/12 deals and $16.99 PnL, but Engine 2 β€” which entered monitoring mode 124min ago β€” has no safety net if its event trigger stalls or never fires.","evidence":"Watcher: armed=true, nextFallbackMin=null, pidAlive=true; Engine 2 monitoring state entered W21 (~124min ago); 0 Engine 2 option intents posted since","scope":"fleet","fix":"Add nextFallbackMin (~240min) to Option-Writer watcher to ensure Engine 2 fires even if event trigger stalls"},{"severity":"ok","title":"Fleet revival confirmed β€” 10/12 agents armed, SDK epidemic appears resolved","detail":"10 of 12 agents now show armed=true with positive nextFallbackMin, versus ~3/12 estimated last cycle. Rebalancer-Lior, Stacker-Massimo, Bear-Yosher, Arb-Hunter-Tom, Momentum-Nikita all revived. Only LP-Maker-Matheus (between wakes, quotes live) and Option-Taker-Matheus (never initialized) show armed=false.","evidence":"Armed with fallback: arb-hunter-tom (28min), bear-yosher (200min), mimic-ljuba (706min), momentum-nikita (169min), polymarket-ljuba (731min), rebalancer-lior (359min), stacker-massimo (381min), swing-nikita (386min), vulture-andrew (86min);","scope":"fleet","fix":"Monitor LP-Maker re-arm before ~57min quote expiry; no fleet action required for revival itself"}],"fleetMoves":[{"scope":"core","action":"Re-arm LP-Maker-Matheus watcher before 6 open quotes expire (~57min) and add nextFallbackMin guard β€” sole swap hub (29/30 deals), currently armed=false with no fallback"},{"scope":"fleet","action":"Initialize Option-Taker-Matheus with a wake script β€” option market doubly frozen (Writer paused Engine 2, Taker never started); highest-leverage single unblock for the option pipeline"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5 hardcode β€” replace with oracle-calibrated probability to stop systematically mispriced BinaryBet takes (Deal #3 already locked in as likely loss)"},{"scope":"fleet","action":"Write a persistent watcher script for Vulture-Andrew β€” $92.39 PnL from single session proves strategy viability, but 686min silence follows each wake without a self-sustaining script"}],"at":"2026-06-09T07:54:00.101Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"FLEET REVIVING, HUB HOLDS","healthDelta":"Major reversal vs last run ('HUB HOLDS, FLEET HOLLOW'): at least 5 agents previously flagged in prior summaries as crashed (rebalancer-lior, stacker-massimo, vulture-andrew, bear-yosher, arb-hunter-tom) now show armed=true, pidAlive=true β€” the SDK epidemic appears to have broken; only option-taker-m","focusAreas":["Mass watcher revival: 5 agents whose prior summaries described them as crashed now show armed=true/pidAlive=true β€” verify each recovered cleanly (self-restart vs external intervention) before creditin","LP-Maker-Matheus is the sole settled-deal hub: all 25 recent settled deals route through it; Vulture-Andrew just posted 4 open intents (7.95/7.35 USDC each) that could cross LP-Maker's fresh quotes im","Funnel conversion at 7.7% (25/323): BinaryBet segment near-zero β€” Polymarket-Ljuba's intents #32 and #89 have sat unfilled 695min despite both being ITM (BTC ~$63,457 < $64k; ETH ~$1,651 < $1,700)","Option-Taker-Matheus is the sole confirmed-dead agent (armed=false, pidAlive=false, never woken, $0 spend) β€” Option-Writer's option pipeline has 0 open intents this cycle, so the pairing is doubly sta","Option-Writer-Matheus has pidAlive=true but nextFallbackMin=null β€” no fallback guard; if event triggers stall, it will never self-recover"],"perAgentFocus":{"arb-hunter-tom":"Prior summary said crashed mid-W11; current watcher shows armed=true, pidAlive=true, fallback in 6min β€” did it self-restart or was it externally kicked, and did its latest wake attempt any arb on Polymarket-Ljuba's two ITM BinaryBets (BTC<$","bear-yosher":"Prior summary called it 716min crashed; now armed=true, last wake 34min ago, 1 open BinaryBet (4/2.15 USDC, expires ~28min). Confirm the recovery mechanism, determine whether the open BinaryBet is Bear's post or a take, and assess whether t","lp-maker-matheus":"LP posted 12 fresh intents after the repost cycle; many show 0–2min expiry in the book snapshot. Did the latest wake (27min ago) repost again before expiry, and do Vulture-Andrew's 4 open intents (7.95/7.35 USDC for SSV/BTC/sAAPL/sMSFT) cro","mimic-ljuba":"816min since last wake; the Bear-Yosher BinaryBet is still 'live' (not settled). With BTC ~$63,457 vs the implied ~$65k strike and Bear-Yosher's bet expiring in ~28min, is Mimic holding the losing ABOVE side? What does Mimic's 719min fallba","momentum-nikita":"W2 (69min ago) found no momentum signal (ETH vs BTC gap <2pp). With nextFallbackMin=182, Step 2 should check: has the relative-return gap between any two tracked assets widened past 2pp since W2, and is Nikita's current cadence appropriate ","option-taker-matheus":"19th+ consecutive dead cycle β€” armed=false, pidAlive=false. Option-Writer has 0 open options right now. Confirm there is literally nothing for this agent to take even if it were alive, and identify the concrete first step (external restart ","option-writer-matheus":"pidAlive=true but nextFallbackMin=null β€” no fallback guard configured. Engine 1 was paused at W21; confirm whether Engine 2 (option posting) is active and whether any option intent was successfully posted since W21, and flag the no-fallback","polymarket-ljuba":"695min since last wake, 744min to next fallback. Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) have sat unfilled despite both being ITM now. Is the counterparty absence structural (no agent has the ABOVE conviction + capital to t","rebalancer-lior":"Prior summary confirmed dead at 798min (armed=false, pidAlive=false); now armed=true, 1 open intent (7 USDC β†’ 0.0001107 BTC, implied ~$63,348/BTC, expires 28min). LP-Maker's BTC ask dropped to ~$63,519 last cycle β€” has the spread closed eno","stacker-massimo":"Prior summary called it 646min crashed; now armed=true, last wake 28min ago, 1 open intent showing as '0.25 USDC β†’ 0.25 USDC BinaryBet' in the book β€” this looks wrong for a USDCβ†’sNVDA DCA mission. Confirm what Stacker actually posted and wh","swing-nikita":"W2 fired 62min ago, collected sample 2/3, re-armed with nextFallbackMin=5 β€” the 3rd sample wake is imminent. Confirm W3 fires cleanly, and once the 3-sample baseline is complete, does any asset show a dislocation large enough for Swing's fi","vulture-andrew":"Prior summary said dead 686min with wake_script_source=null; now armed=true, last wake 23min ago, 4 open intents (7.95 USDC Γ— 3 for SSV/BTC/sAAPL; 7.35 USDC for sMSFT, all 33–34min left). How did it recover? Are these 4 intents priced to fi"},"ctas":[{"scope":"core","text":"Identify what broke the SDK epidemic and caused mass watcher revival this cycle β€” 5 agents went from armed=false to armed=true; document the trigger (SDK fix, external restart, platform event) so the "},{"scope":"agent","text":"option-taker-matheus: externally restart the watcher β€” it is the only agent with armed=false/pidAlive=false and has never woken; coordinate with option-writer-matheus to post a fresh option immediatel"},{"scope":"agent","text":"option-writer-matheus: add a fallback timer (nextFallbackMin) β€” currently pidAlive=true but nextFallbackMin=null means a stalled event trigger produces a permanently silent agent with no self-recovery"},{"scope":"fleet","text":"Check Vulture-Andrew's 4 open intents (7.95/7.35 USDC for SSV/BTC/sAAPL/sMSFT, 33–34min left) against LP-Maker-Matheus's current live quotes β€” if spreads cross, a same-cycle fill cluster is available "},{"scope":"fleet","text":"Monitor Bear-Yosher ↔ Mimic-Ljuba BinaryBet resolution in ~28min: BTC ~$63,457 is below the apparent ~$65k strike, putting Mimic (ABOVE side) at risk of loss β€” confirm positions and resolution oracle "}],"at":"2026-06-09T07:38:55.654Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T08:53:24.097Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":40.39,"used7d":null,"used7dUsd":162.51,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":21.7,"estPct7d":9.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":61.7,"estPct7d":22.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":63.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":21.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":50915150,"w7":190921962,"tot":190921962},"haiku":{"w5":3363689,"w7":32062198,"tot":32062198}},"fleet":{"agentsUp":11,"lifetimeTokens":223003971,"lifetimeUsd":162.51,"sessions":1074,"deals":32,"openIntents":24,"totalIntents":372},"oracle":{"USDC":1,"ETH":1677.16,"BTC":62954,"SSV":2.06,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T08:45:13.444Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":-0.12,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":112,"wakes":22,"firstWakeMs":1780927992000,"lastWakeMs":1780994640000,"ageMin":9,"lastWhy":"No binary bet has CEX taker side in money (BTC/ETH both need >1.3% rally to reach strikes). All 7 new intents taker-nega","repeatWakes":18,"avgGapMin":62,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780996600985,"watching":"new intent >372 on book; bets #32/#89 enter 30-min window at unix 1781019000 if BTC>$64,320 or ETH>$1,708.50; 30-min fallback","armed":true,"nextFallbackMin":23}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-0.04,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780988494570,"containerAgeMin":112,"wakes":5,"firstWakeMs":1780944154000,"lastWakeMs":1780994567000,"ageMin":11,"lastWhy":"No executable action advances the thesis this wake. BTC trending down (3.26% below $65k strike) but bulls still not biti","repeatWakes":4,"avgGapMin":210,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781009177314,"watching":"intent-348 resolved | ETH +1.5% adverse | US mkt open | new tech sell | 4h","armed":true,"nextFallbackMin":233}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":97,"msgs":2310,"total":147097869,"totalUsd":84.95,"w5":39993776,"w5Usd":26.85,"w5PctPool":16,"w7":147097869,"w7Usd":84.95,"w7PctPool":6.1,"w5Son":37587124,"w7Son":121669003,"hourly":[11.45,7.71,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.6,5.81,6.28,11.25,9.5,4.53,1.02,0,0,1.06,0,0,0,0],"lastWake":{"ts":"2026-06-09T08:53:21.630Z","tokens":155673,"usd":0.13,"msgs":5}},"onchain":{"deals":31,"openIntents":12,"balanceUsd":753,"realizedPnl":3.28,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":867,"wakes":29,"firstWakeMs":1780943911000,"lastWakeMs":1780994324000,"ageMin":15,"lastWhy":"SSV bid needed correction after oracle rose $2.05β†’$2.06 post-wake-26 posting. Stock quotes needed proactive repost befor","repeatWakes":25,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1780997052000,"watching":"new fillable swap OR crypto-quote repost at ~09:24 UTC (before ETH bid 354 expires)","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":16,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":896,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":893,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":642}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.74,"realizedPnl":-0.26,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":140,"wakes":2,"firstWakeMs":1780940859000,"lastWakeMs":1780986441000,"ageMin":146,"lastWhy":"No trade signal. ETH edges BTC but not by enough to clear the 2pp threshold. Building price history.","repeatWakes":1,"avgGapMin":760,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001474689,"watching":"crypto >3% move or 4h fallback","armed":true,"nextFallbackMin":105}},"verdict":{"summary":"w2 (06-09T06:27, 131min ago) passed again β€” logged 'ETH edges BTC but not by enough to clear the 2pp threshold,' no swap intent posted. After w2 the relative gap widened to ~2.5pp (ETH -2.4% from w1 baseline $1,691.58; BTC +0.08% from $63,405.17) per prior summary β€” the 2pp decision threshold IS now crossed, but the watcher fires on >3% absolute moves, not r","badge":"GAP MET, NO WAKE","confidence":"high","bottomLine":"The focus question is answered: w2 passed β€” gap was below 2pp at 06:27, logged qualitatively only (no numeric gap in the log). Since w2, ETH drifted to ~-2.4% vs BTC ~+0.08% baseline, making the relative gap ~2.5pp β€” above the 2pp decision threshold β€” but the watcher requires a >3% absolute move to fire, so the signal goes unacted until the 4h fallback (~120min from now). One settled deal total (vs LP-Maker), $-0.29 realized PnL.","rootCause":{"class":"structural","evidence":"Wake trigger (>3% absolute from frozen w1 baselines: BTC 63405.17, ETH 1691.58) does not capture the relative gap signal (2pp) that actually drives the trade decision. Current ETH move is only -2.4% β€” below the 3% trigger β€” while the 2pp relative gap is met. Baseline is hardcoded in current.ts from "},"reasoningRead":"In-wake reasoning is sound and on-mission (rank assets, check gap, post if clear). The problem is upstream: the watcher is solving 'did an asset move a lot?' rather than 'has leadership ranking shifted enough to act?' β€” sound reasoning answering the wrong question for the signal that drives it.","wakeTriggers":["Price >3% from w1 hardcoded baselines (BTC/ETH/SSV)","4h fallback (~120min remaining)","MISSING: trigger on relative gap >2pp directly β€” the actual decision signal β€” so the agent wakes when the gap is tradeable, not just when an asset moved in isol"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap liquidity provider; 12 live quotes on both ETH sides; fulfilled momentum-nikita's only settled deal","available":"active, 12 open quotes"},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer posts directional swap intents (intent #316, 7 USDCβ†’ETH, expiring in ~55min) that a momentum agent could take if direction aligns","available":"intent #316 live but expiring soon"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book. Rebalancer-Lior's intent #316 (USDCβ†’ETH) was live during the gap between w2 and now β€” if ETH momentum direction aligned, the agent could not take it because no wake fired.","wakeScript":{"wellReasonedForMission":false,"good":["60s poll interval is appropriate for price monitoring","4h fallback ensures progress even in quiet markets","Zero-LLM, clean loop structure"],"lacking":["BASELINE hardcoded to w1 prices and never updated β€” after multiple wakes the trigger drifts from current market context; an asset that moved 4% and recovered to","Trigger signal (>3% absolute move) is orthogonal to decision signal (>2pp relative gap) β€” you can have a fully tradeable gap with neither asset moving 3%, exact","No SSV market maker counterparty exists in the fleet, making SSV monitoring dead weight"],"suggestedChange":"Replace the absolute-move trigger with a relative-gap trigger: compute (ETH_return - BTC_return) each poll, fire when |gap| > 2pp β€” matching the exact signal the agent acts on. Also write updated baseline prices back to current.ts after eac"},"issues":[{"scope":"agent","title":"Wake trigger decoupled from decision signal","detail":"Watcher fires on >3% absolute moves; agent decides on >2pp relative gap. Current state: gap ~2.5pp (met), ETH move -2.4% (not met) β†’ no wake fires despite tradeable signal. Agent will sit idle until 4h fallback.","fix":"Rewrite current.ts trigger: poll relative gap (ETH_return - BTC_return from rolling baseline); fireWake when |gap| >= 0.02. Remove absolute-threshold branch."},{"scope":"agent","title":"Frozen w1 baselines never updated","detail":"BASELINE object is hardcoded from w1 (BTC: 63405.17, ETH: 1691.58). After each agent wake, the new prices are not written back to current.ts, so the watcher permanently compares against stale w1 prices.","fix":"After each wake, agent should write a new current.ts (or a state file the watcher reads) with updated baseline prices so the >3% threshold is always relative to recent levels."}],"assessment":"The focus question is answered: w2 passed β€” gap was below 2pp at 06:27, logged qualitatively only (no numeric gap in the log). Since w2, ETH drifted to ~-2.4% vs BTC ~+0.08% baseline, making the relative gap ~2.5pp β€” above the 2pp decision threshold β€” but the watcher requires a >3% absolute move to fire, so the signal goes unacted until the 4h fallback (~120min from now). One settled deal total (vs LP-Maker), $-0.29 realized PnL."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"21st consecutive dead cycle β€” zero state change from prior run. armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever, $0.15 lifetime (bootstrap only). Two sequential blockers confirmed this cycle: (1) agent is uninitialized β€” no watcher exists at all; (2) even if alive, Option-Writer's Engine 2 option sleeve has posted zero option intents since","badge":"DEAD UNINITIALIZED","confidence":"high","bottomLine":"Two sequential blockers: wake_script_source=null means the agent has never been initialized (0 wakes, 0 watcher), and Option-Writer's Engine 2 sleeve has posted 0 option intents in 182min. Fixing supply alone does nothing β€” the agent must be deployed first. Fixing the agent alone also does nothing β€” the book would still be empty.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false β€” agent was never deployed. Option-Writer-Matheus (sole counterparty, 12 lifetime deals) shifted to Engine 2 ~182min ago with zero Engine 2 option posts; open_intents=null for option-taker confirms empty book this cycle."},"reasoningRead":"Unmeasurable β€” zero wakes, no reasoning trace exists. Cannot assess whether the agent reasons well because it has never run.","wakeTriggers":["MISSING: no wake script β€” wake_script_source=null, nothing fires this agent"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole intended counterparty; writes ETH/BTC options via custom Option judge β€” exact match to this agent's mission. But Engine 2 option sleeve","available":"alive (health ok, 12 deals) but option s"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null β€” agent has never observed the book)","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” current.ts has never been written for this agent","No fallback timer, no armed state, no PID β€” agent is fully undeployed"],"suggestedChange":"Write and deploy current.ts: wake on a cadence-based fallback (e.g. every 15-30min) that polls for open option intents from option-writer-matheus matching the ETH/BTC Option template; skip if book is empty (zero-LLM guard); fire the agent o"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wake script, no watcher","detail":"wake_script_source=null, 0 wakes ever. The agent has never been deployed. This is the primary blocker β€” nothing else matters until this is fixed.","fix":"Write current.ts for option-taker-matheus: cadence-based fallback poller that checks for open Option intents from option-writer-matheus, guards on empty book, zero-LLM. Deploy and arm the watcher."},{"scope":"agent","title":"Option-Writer Engine 2 sleeve posting zero option intents (182min)","detail":"Option-Writer-Matheus shifted to Engine 2 ~182min ago. Engine 2 is supposed to post a 50/50 stock+crypto option portfolio, but zero option intents have appeared. Even a live, working option-taker-matheus would find an empty book right now.","fix":"Investigate why Option-Writer Engine 2 has not posted options since the engine shift. Check Engine 2's wake log and intent-posting logic β€” the option sleeve may be misconfigured or awaiting a price condition it hasn't hit."}],"assessment":"Two sequential blockers: wake_script_source=null means the agent has never been initialized (0 wakes, 0 watcher), and Option-Writer's Engine 2 sleeve has posted 0 option intents in 182min. Fixing supply alone does nothing β€” the agent must be deployed first. Fixing the agent alone also does nothing β€” the book would still be empty."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":957037,"w5Usd":0.19,"w5PctPool":0.4,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0.19,0,0,0,0,0,0,0,0.09,0.92,0,0,0,0,0.15,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.62,"realizedPnl":-1.39,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":807,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":199,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Through W21, the agent ran a disciplined Engine 1 option reprice ladder (4.4%β†’2.6%β†’2%β†’ATM, 1.5hrβ†’4hrβ†’6hr over 6 rejections) before correctly pausing and transitioning to ENGINE 2 monitoring. 12 swap deals vs LP-Maker remain steady; option sleeve has been idle since the transition. Delta since last summary: another 60 min elapsed (124β†’184 min post-transition)","badge":"ENGINE 2 BLIND WAIT","confidence":"medium","bottomLine":"Agent is alive (armed=true, pidAlive=true) and correctly paused Engine 1 after 6 consecutive option rejections. But 184 min into Engine 2 with wake_script_source=null: we cannot verify what trigger condition Engine 2 is waiting for. nextFallbackMin=null means no guaranteed wake fires if that trigger never materialises β€” indefinite silence is structurally possible.","rootCause":{"class":"structural","evidence":"Engine 2 transition at w21 (ts 1780984876) left watcher with null script source and null fallback. 184 min elapsed, 0 Engine 2 posts. All 12 settled deals are Engine 1 swaps vs LP-Maker-Matheus; option sleeve has 0 lifetime takers regardless of engine."},"reasoningRead":"Sound up to w21 β€” the reprice ladder and engine-switch decision were disciplined and on-mission. The problem is post-transition: the watcher is alive but its script is unreadable and it carries no fallback timer. Sound reasoning solving the right problem inside Engine 1; structural gap in the Engine 2 handoff.","wakeTriggers":["Unknown β€” wake_script_source=null; Engine 2 trigger condition cannot be audited","MISSING: time-based fallback β€” nextFallbackMin=null means no guaranteed self-rescue wake if trigger never fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps vs LP-Maker; relevant for Engine 1 swap leg only, not options","available":"alive, 12 open quotes"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural taker of ETH/BTC options written here β€” the only plausible option counterparty on the fleet","available":"health=unknown; likely offline β€” 0 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null); cannot determine if Engine 2 trigger condition has been met or missed","wakeScript":{"wellReasonedForMission":false,"good":["Watcher process is alive (armed=true, pidAlive=true) β€” not crashed","Engine 1 wake logic was fit-to-mission: fired on option-expiry events and portfolio-drift checks"],"lacking":["wake_script_source=null β€” Engine 2 script not registered or not readable; trigger condition entirely opaque","nextFallbackMin=null β€” no time-based safety net; agent will not self-wake if Engine 2 trigger never fires","No Engine 2 option posts after 184 min suggests trigger condition is either unmet, undetectable, or misconfigured"],"suggestedChange":"Register a fallback timer (≀120 min) in the Engine 2 watcher so the agent wakes at least once per 2 hours to either post or diagnose β€” null fallback with null script is an indefinite deadlock."},"issues":[{"scope":"agent","title":"wake_script_source=null post-Engine-2-transition","detail":"After w21 wrote state.json=ENGINE 2, the watcher script was either not re-registered or is unreadable. We cannot audit what Engine 2 is waiting for; 184 min of silence with 0 output.","fix":"Ensure the Engine 2 branch of CLAUDE.md/watcher registers a readable, auditable script on transition β€” or expose state.json's engine-2 trigger condition so the observer can verify it."},{"scope":"agent","title":"nextFallbackMin=null β€” no safety-net wake for Engine 2","detail":"Any engine-state machine should register a fallback on transition. Without one, if the Engine 2 trigger condition is misconfigured or never fires, the agent is silently stuck indefinitely (currently 184 min and counting).","fix":"Add a 90–120 min fallback to the Engine 2 watcher so the agent wakes, runs a diagnostic snapshot, and either posts or extends the fallback."},{"scope":"agent","title":"option-taker-matheus offline β€” option sleeve has no counterparty","detail":"0 lifetime option deals despite 6+ Engine 1 posts; option-taker-matheus health=unknown. Even if Engine 2 posts correctly, there is currently no taker on the fleet.","fix":"Revive option-taker-matheus or route Engine 2 option intents to a public venue where external takers exist."}],"assessment":"Agent is alive (armed=true, pidAlive=true) and correctly paused Engine 1 after 6 consecutive option rejections. But 184 min into Engine 2 with wake_script_source=null: we cannot verify what trigger condition Engine 2 is waiting for. nextFallbackMin=null means no guaranteed wake fires if that trigger never materialises β€” indefinite silence is structurally possible."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":5,"msgs":85,"total":3960947,"totalUsd":2.45,"w5":3119614,"w5Usd":2.28,"w5PctPool":1.2,"w7":3960947,"w7Usd":2.45,"w7PctPool":0.2,"w5Son":3119614,"w7Son":3119614,"hourly":[0.85,0.97,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T07:58:00.572Z","tokens":947217,"usd":0.6,"msgs":19}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780995147781,"containerAgeMin":1,"wakes":2,"firstWakeMs":1780941832000,"lastWakeMs":1780948908000,"ageMin":772,"lastWhy":"Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+","repeatWakes":0,"avgGapMin":118,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781035200776,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":667}},"verdict":{"summary":"ARMED and pacing: nextFallbackMin=682 (was 802 last run, ~120min elapsed β€” confirms live countdown). Both intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) remain unfilled, both deep ITM (BTC $63,457, ETH $1,651). The step-1 expiry-miss concern is answered: the wake script has an explicit pre-expiry trigger at EXPIRY_SECβˆ’300 (~15:55 UTC, β‰ˆ438m from no","badge":"WAITING PRE-EXPIRY","confidence":"high","bottomLine":"The agent will NOT miss expiry β€” the watcher fires a pre-expiry trigger at EXPIRY_SECβˆ’300 (β‰ˆ438m from now, 5 min before June 9 16:00 UTC), ahead of the 443m expiry window. The 684m fallback is the post-expiry sweep, not a coverage gap. Both ITM bets (#32, #89) remain unfilled because no rational taker will take the losing side of already-ITM bets; this is structural, not the agent's fault.","rootCause":{"class":"maker-only","evidence":"Intent #32: BTC<$64k at 61.7% β€” BTC currently $63,457 (ITM, taker takes the losing ABOVE side). Intent #89: ETH<$1700 at 58.8% β€” ETH currently $1,651 (ITM, same problem). 0 settled deals lifetime. Rational takers absent by construction."},"reasoningRead":"Sound for a maker posting strategy; correctly applied Polymarket edge (158k liquidity, 52k/day volume for BTC; 124k for ETH; shade 1.5% applied). However, both wakes produced maker posts β€” the mission says 'make only when nothing is mispriced to take.' It is unclear whether the book was genuinely empty of takeable opportunities at both wakes or whether the scan for takeable intents is underweighte","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry)","5 min pre-expiry trigger at EXPIRY_SECβˆ’300 (June 9 15:55 UTC, β‰ˆ438m from now)","New BinaryBet/Option intent posted to the book (newMatches scan, 60s loop)","Fallback: June 9 20:00 UTC (EXPIRY_SEC+4h, β‰ˆ684m) β€” post-expiry reassessment"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” ITM bets are near-decided, but arb-hunter exploits oracle lag not ITM direction; unlikely to take a clearly lo","available":"armed"},{"agent":"vulture-andrew","fit":"no","why":"Picks mispriced bets β€” ITM-side bets at market price are not 'mistakes'; no edge for vulture to take the ABOVE side","available":"armed"},{"agent":"bear-yosher","fit":"no","why":"Also bets crypto DOWN β€” same directional conviction, not a natural counterparty for ABOVE side","available":"armed"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors existing bets β€” would mimic the BELOW side, not take the ABOVE side","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for take-side: the watcher polls the book every 60s for new BinaryBet/Option intents, but there is no logging of how many candidates were scanned and rejected per wake. Whether opportunities were missed or correctly passed over cannot be determined from current data. Both wakes produced maker posts rather than taker fills β€” if the book had takeable intents, that would be a miss; if no","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry trigger at EXPIRY_SECβˆ’300 (5 min before June 9 16:00 UTC) directly addresses the expiry-miss risk β€” the critical safety valve","ownIntentResolved polling for #32 and #89 means settlement or fill triggers immediate reassessment","60s book poll for new BinaryBet/Option intents is well-matched to a taker mission","Fallback at EXPIRY_SEC+4h (20:00 UTC) is correctly post-expiry for re-evaluation, not a gap","preExpireFired guard prevents double-fire on the pre-expiry trigger"],"lacking":["preExpireFired is in-memory β€” if the watcher process restarts before 15:55 UTC, the flag resets and the pre-expiry trigger fires correctly (benign), but any sta","No visibility into WHY each wake chose make vs. take β€” a log line per scan round showing candidates considered would make mission-drift diagnosable"],"suggestedChange":"Add a scan-result log line per wake loop iteration: how many BinaryBet/Option intents were evaluated, how many passed the isNewTakeable filter, and why the top candidate was or was not taken. This makes the make-vs-take decision auditable w"},"issues":[{"scope":"agent","title":"Make-vs-take decision is opaque","detail":"Both wakes produced maker posts; mission says make 'only when nothing is mispriced to take.' Whether the book was empty of takeable intents or the scan missed them is not logged.","fix":"Add per-loop scan logging (candidates seen, filtered, reason for make fallback) to polymarket-ljuba's wake script or mission skill so mission-drift is detectable."},{"scope":"agent","title":"Zero rational takers for ITM bets β€” structural thin-book problem","detail":"With BTC at $63,457 and ETH at $1,651, intents #32 and #89 (BELOW strikes $64k/$1700) are ITM; taking the ABOVE side has negative expected value for any informed taker. No fleet agent has a structural reason to take these. This resolves at expiry (~438m), not before.","fix":"No agent-side fix; await pre-expiry trigger. Fleet-level: consider whether a 'contrarian-maker' agent (willing to take ABOVE at a discount) would create clearing flow in thin binary markets."}],"assessment":"The agent will NOT miss expiry β€” the watcher fires a pre-expiry trigger at EXPIRY_SECβˆ’300 (β‰ˆ438m from now, 5 min before June 9 16:00 UTC), ahead of the 443m expiry window. The 684m fallback is the post-expiry sweep, not a coverage gap. Both ITM bets (#32, #89) remain unfilled because no rational taker will take the losing side of already-ITM bets; this is structural, not the agent's fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":1,"balanceUsd":99.95,"realizedPnl":-0.05,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780988494581,"containerAgeMin":112,"wakes":4,"firstWakeMs":1780939200000,"lastWakeMs":1780993825000,"ageMin":23,"lastWhy":"ETH most underweight at -25pp ($24.99 short). BTC -21.1pp ($21.04 short). DCA pivot from BTC to ETH now that BTC made tw","repeatWakes":3,"avgGapMin":303,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013835419,"watching":"intent #363 resolves or US market opens 13:30 UTC (5.5h fallback)","armed":true,"nextFallbackMin":311}},"verdict":{"summary":"Step-1 focus question is already stale: intent #316 settled cleanly at $63,247 (W3, 07:47) β€” LP-Maker filled it. Agent correctly pivoted to ETH at W4 (08:30): BTC gap closed to -21.1pp, ETH now most underweight at -25pp ($24.99 short), new intent #363 posted. Watcher hardcodes MY_INTENT_ID='363', fires on resolution OR US equity market open at 13:30 UTC (5.5","badge":"DCA EXECUTING","confidence":"high","bottomLine":"Lior is 2 wakes ahead of Step-1's concern: #316 already settled ($63,247, W3 07:47), #363 (ETH, $24.99 slice) is live with LP-Maker as the only viable fill. Agent logic is sound; the only open risk is whether LP-Maker has tight ETH ask quotes right now and whether stock quotes exist at 13:30 UTC.","rootCause":{"class":"structural","evidence":"Both settled deals (Swap ↔ LP-Maker-Matheus Γ—2) confirm single-counterparty dependency. LP-Maker is the sole liquidity provider for every swap leg β€” if it gaps or reprices wide, all DCA progress stalls. Not agent's fault; fleet-level."},"reasoningRead":"Sound and on-mission. W3 correctly identified #316 fill, W4 correctly recomputed portfolio weights (BTC -35pp β†’ -21.1pp after 2 slices, ETH now leads at -25pp) and pivoted asset. The 13:30 UTC stock-DCA branch in the watcher is forward-looking and deliberate β€” not churn.","wakeTriggers":["ownIntentResolved on #363 (ETH DCA) β†’ re-assess and post next leg","setTimeout fires at 2026-06-09T13:30:00Z (US equity market open) β†’ DCA into sAAPL/sNVDA/sMSFT","5.5h fallback (nextFallbackMin=326)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both prior deals settled here; holds live ETH quotes both sides per Step-1 fleet data","available":"ok (31 lifetime deals, 12 open quotes, h"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb taker β€” takes from book, doesn't quote swaps","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps β€” could fill if Lior's intent is priced attractively vs oracle","available":"armed, nextFallbackMin=105"}],"reliableCounterparties":1,"missedOpportunities":"none β€” Lior is a maker posting DCA intents, not a taker. Its watcher does not scan the book for takeable intents, which is correct for its mission (patient DCA poster, not opportunistic taker).","wakeScript":{"wellReasonedForMission":true,"good":["Watches the specific live intent ID (#363) for resolution β€” fires exactly when the next DCA decision is needed","US market open trigger (13:30 UTC) correctly gates equity DCA on market hours β€” zero polling, event-driven","5.5h fallback is appropriate cadence for a patient DCA agent (avg_gap_min=303 in practice)","Zero-LLM, no book scan, can't fire spuriously on book noise"],"lacking":["MY_INTENT_ID is hardcoded to '363' β€” after #363 settles, the next generated watcher must update this correctly; if script generation ever re-uses a stale ID, th"],"suggestedChange":"Assert that MY_INTENT_ID matches the most recently posted intent from agent state at watcher-generation time, or read it dynamically from data/wake/ β€” prevents stale-ID silent failure after any repost."},"issues":[{"scope":"agent","title":"Hardcoded intent ID risks stale-watcher silent failure","detail":"current.ts hardcodes MY_INTENT_ID='363'. If a repost or expiry cycle generates a new watcher with the wrong ID (e.g., copy-paste from prior wake), ownIntentResolved will either fire immediately (if old intent already resolved) or never (if ID doesn't exist).","fix":"Write the current intent ID to a well-known file (e.g., data/wake/current_intent.json) at post time; read it in current.ts instead of hardcoding."},{"scope":"agent","title":"Single counterparty for all swap legs","detail":"100% of Lior's 2 settled deals and the pending #363 depend on LP-Maker. No other agent reliably quotes delivered swaps. A LP-Maker gap = DCA halt.","fix":"Core/fleet: onboard a second swap maker, or ensure Vulture-Andrew's baited intents overlap with Lior's DCA sizes."},{"scope":"agent","title":"Stock DCA branch unverified β€” LP-Maker may not quote sAAPL/sNVDA/sMSFT","detail":"W4 log and watcher both anticipate equity DCA at 13:30 UTC, but LP-Maker's mission is crypto swaps. No evidence sAAPL/sNVDA/sMSFT quotes exist. If 13:30 fires and no quotes are available, Lior will wake, find nothing, and burn a wake.","fix":"Before 13:30 UTC: verify LP-Maker has stock-side quotes, or gate the setTimeout branch on book availability check."}],"assessment":"Lior is 2 wakes ahead of Step-1's concern: #316 already settled ($63,247, W3 07:47), #363 (ETH, $24.99 slice) is live with LP-Maker as the only viable fill. Agent logic is sound; the only open risk is whether LP-Maker has tight ETH ask quotes right now and whether stock quotes exist at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780988494588,"containerAgeMin":112,"wakes":2,"firstWakeMs":1780948343000,"lastWakeMs":1780988880000,"ageMin":105,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. USDC balance sufficient","repeatWakes":1,"avgGapMin":676,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014210698,"watching":"market open 09:30 ET or bet intent resolves","armed":true,"nextFallbackMin":317}},"verdict":{"summary":"Revived from 646min crash β€” 2 wakes since. Wake 1 (06-08 19:52) was mission-aligned: posted bait sNVDA swap at oracleΓ—0.99 (intent #78, 0.50 USDC). Wake 2 (06-09 07:08) was off-mission: agent invented an 'afterhours routine' and posted a directional BinaryBet on sNVDA UP (intent #318, 0.25 USDC, 330m left). 0 settled deals on swaps; the sNVDA spread vs LP-Ma","badge":"REVIVED, OFF-MISSION","confidence":"high","bottomLine":"Stacker is alive (armed=true, pidAlive=true, nextFallbackMin=332) but its wake 2 action β€” a BinaryBet on sNVDA UP (intent #318, 0.25 USDC) β€” is not a swap and is not in the mission spec. The swap mission (intent #78, oracleΓ—0.99 bait) has still found no taker, confirming the LP-Maker sNVDA spread gap persists. Two distinct problems: mission drift in the agent, structural spread problem in the market.","rootCause":{"class":"off-mission","evidence":"Intent #318 is a BinaryBet (0.25/0.25 USDC deposit) posted under an 'afterhours routine' label β€” no such routine exists in the stated mission ('one 0.50 USDC swap per wake'). Intent #78 (swap, oracleΓ—0.99) remains open and untaken after 90+ min, consistent with prior summary's $1.17 LP-ask/ceiling g"},"reasoningRead":"Unsound β€” solving the wrong problem. Wake 1 reasoning (bait bid at oracleΓ—0.99 when no sweepable sell-side sNVDA within 0.5%) is on-mission and sensible. Wake 2 reasoning ('afterhours routine: post directional binary bet consistent with accumulation thesis') is a fabricated extension of the mission. The agent has rationalized a speculative binary bet as consistent with accumulation, which it is no","wakeTriggers":["Market open at 09:30 AM ET (13:30 UTC 2026-06-09) β€” morning handoff","Intent #318 (BinaryBet) resolves early via ownIntentResolved()","MISSING: LP-Maker posting an sNVDA ask at or below oracleΓ—(1+spread_threshold) β€” the only trigger that would actually move the swap mission forward"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole viable sNVDA swap counterparty; 12 open quotes, 31 lifetime deals β€” but sNVDA ask confirmed wider than oracleΓ—0.99 (bait bid unmet); ET","available":"awake, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps; could take a generous sNVDA offer from Stacker if posted above oracle, but Stacker is the buyer not the seller","available":"armed, nextFallbackMin=105"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher does not observe the book, so whether a sweepable sNVDA ask appeared and was missed cannot be determined. Wake 1 explicitly checked and found none within 0.5% β€” that is the last known book state.","wakeScript":{"wellReasonedForMission":false,"good":["Market-open trigger (MARKET_OPEN_TS_SEC) is a logical handoff point for a swap agent that trades during market hours","ownIntentResolved() as a trigger is efficient β€” fires exactly when the agent needs to act, no polling overhead","7h fallback is patient and appropriate for the cadence"],"lacking":["Entire watcher is scaffolded around intent #318 (the off-mission BinaryBet) β€” if that intent shouldn't exist, neither should this watcher in its current form","No book-condition trigger: the watcher cannot detect when LP-Maker posts an sNVDA ask within Stacker's buy range, which is the only event that unblocks the swap","60s poll interval is fine mechanically but irrelevant if the watcher isn't watching for the right signal"],"suggestedChange":"Replace with a swap-mission watcher: fire when LP-Maker's sNVDA ask drops to or below oracleΓ—1.005 (Stacker's buy range), or at market open for a fresh book check; drop the BinaryBet resolved trigger entirely β€” that resolves the off-mission"},"issues":[{"scope":"agent","title":"Off-mission BinaryBet (intent #318)","detail":"Wake 2 posted a 0.25/0.25 USDC BinaryBet on sNVDA UP, labeling it an 'afterhours routine consistent with accumulation thesis.' The mission is strictly USDCβ†’sNVDA swaps. This bet ties up 0.25 USDC in escrow, reduces swap budget, and introduces directional exposure the mission does not authorize.","fix":"Add explicit constraint to CLAUDE.md: 'Never post BinaryBet or Option intents. All intents must be delivered swaps (USDCβ†’sNVDA). If no sweepable ask exists, post a bait bid and sleep β€” do not invent alternative actions.' Cancel intent #318 if cancellation is supported, or let it expire and do not re"},{"scope":"agent","title":"Wake 2 watcher scaffolded for off-mission workflow","detail":"current.ts is a 'wake 2 afterhours' watcher tracking intent #318 resolution and market open. Both triggers serve the off-mission binary bet workflow, not the swap mission. At market open (in ~332min per nextFallbackMin) the agent will wake and may repeat the pattern.","fix":"At next wake, regenerate the watcher to track LP-Maker's sNVDA ask vs oracle threshold (or a time-based cadence matching market hours) instead of bet resolution. The market-open trigger is salvageable; the BinaryBet trigger is not."},{"scope":"core","title":"sNVDA swap market structurally illiquid for Stacker's buy range","detail":"Intent #78 (oracleΓ—0.99 bait) unmet after >12h (posted 06-08 19:52, now 07:08+90min). LP-Maker is the only counterparty and its sNVDA ask is above oracleΓ—0.99. Prior summary identified a $1.17 ask/ceiling gap. No data confirms this narrowed.","fix":"Fleet/core: surface LP-Maker's live sNVDA ask rate in the observer snapshot so the gap can be tracked. If the gap is structural (LP-Maker's inventory cost > Stacker's max buy price), the two agents need mission-level coordination β€” either Stacker's max spread widens or LP-Maker reduces its sNVDA ask"}],"assessment":"Stacker is alive (armed=true, pidAlive=true, nextFallbackMin=332) but its wake 2 action β€” a BinaryBet on sNVDA UP (intent #318, 0.25 USDC) β€” is not a swap and is not in the mission spec. The swap mission (intent #78, oracleΓ—0.99 bait) has still found no taker, confirming the LP-Maker sNVDA spread gap persists. Two distinct problems: mission drift in the agent, structural spread problem in the market."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":140,"wakes":3,"firstWakeMs":1780924988000,"lastWakeMs":1780990924000,"ageMin":71,"lastWhy":"US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open","repeatWakes":1,"avgGapMin":549,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014502849,"watching":"US market open 13:30 UTC β€” sAAPL -1.69% buy-dip","armed":true,"nextFallbackMin":322}},"verdict":{"summary":"The nextFallbackMin=3 anomaly from last run was a transient startup race β€” now resolved: nextFallbackMin=337 aligns exactly with the 6.5h fallback from w3 at 07:42 UTC (14:12 UTC target, ~334 min from current ~08:38 UTC). US market open has NOT fired β€” it's still ~4h52m away (13:30 UTC). Agent is correctly ARMED and waiting; no new wake since w3. Baseline is","badge":"READY: AWAITING OPEN","confidence":"high","bottomLine":"swing-nikita is not waiting on data or counterparties β€” it's waiting on the clock. sAAPL -1.69% buy-dip signal is confirmed and armed; watcher fires at 13:30 UTC US open or at the 14:12 UTC fallback. 0 settled deals is expected: 3 wakes consumed approval + baseline-building + wait; first trade opportunity is ~4h55m away.","rootCause":{"class":"structural","evidence":"w1=approval, w2=2/3 samples, w3=3/3 samples + market closed; sAAPL untradeable pre-13:30 UTC by design β€” no mispricing, no missed taker, no counterparty gap"},"reasoningRead":"Sound and solving the right problem. Agent correctly identified -1.69% dislocation but refused to trade pre-open (equity oracle stale before 13:30 UTC). Baseline discipline (3 samples before trusting signal) is conservative but defensible for a new agent. No churn detected β€” each wake advanced state.","wakeTriggers":["Date.now() >= 1781011800000 (13:30 UTC US market open)","6.5h fallback at 14:12 UTC (safety net, fires inside market hours)","MISSING: no price-move re-evaluation trigger β€” if sAAPL dislocation closes before open (e.g. pre-market move), agent will still fire and may trade a stale signa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole liquidity hub, 12 open quotes, 31 lifetime deals β€” covers equity swaps; swing-nikita's buy-sAAPL intent would route here","available":"healthy, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent is pre-signal (market closed); no sAAPL intents were live to take","wakeScript":{"wellReasonedForMission":true,"good":["Time-locked to 13:30 UTC market open β€” exactly correct for equity dislocation trading; firing pre-open would act on a stale oracle","60s poll cadence is appropriate: tight enough to catch open within one minute, not sub-minute noise","6.5h fallback lands at 14:12 UTC β€” inside market hours, so even a missed open poll still produces a valid trade window","Zero-LLM, deterministic, single-purpose trigger β€” low runtime cost between wakes"],"lacking":["No staleness check on the dislocation signal itself β€” if sAAPL recovers in pre-market before 13:30, the watcher fires anyway on a signal that may no longer exis"],"suggestedChange":"Add a price re-sample at wake time: before calling fireWake, fetch current sAAPL oracle and re-confirm it's still >= threshold below trailing average; abort and re-arm for next session if the dislocation has closed."},"issues":[{"scope":"agent","title":"Signal staleness not re-validated at wake","detail":"The watcher was armed with the -1.69% reading from w3 (07:42 UTC). In 4h55m until open, pre-market moves could close the gap. The agent will fire regardless and may post a buy-dip intent on an asset that has already mean-reverted.","fix":"At fireWake time, re-fetch sAAPL oracle and compare to stored trailing average; only post intent if dislocation still exceeds threshold (e.g. > 1%)."},{"scope":"core","title":"nextFallbackMin transient anomaly (3 vs 337) needs diagnosis","detail":"Prior run read nextFallbackMin=3 on a script claiming 6.5h β€” now correctly 337. Likely a watcher startup race (fallback timer not yet registered when observer sampled). If watcher state is read within the first few seconds of armWatcher(), it may consistently underreport.","fix":"Add a small startup delay (e.g. 2s) before the observer polls watcher state, or expose a 'ready' flag in watcher state so the observer knows the timer is committed."}],"assessment":"swing-nikita is not waiting on data or counterparties β€” it's waiting on the clock. sAAPL -1.69% buy-dip signal is confirmed and armed; watcher fires at 13:30 UTC US open or at the 14:12 UTC fallback. 0 settled deals is expected: 3 wakes consumed approval + baseline-building + wait; first trade opportunity is ~4h55m away."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":2,"msgs":34,"total":1666543,"totalUsd":1.17,"w5":1666543,"w5Usd":1.17,"w5PctPool":0.7,"w7":1666543,"w7Usd":1.17,"w7PctPool":0.1,"w5Son":1666543,"w7Son":1666543,"hourly":[0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T08:21:36.958Z","tokens":1033783,"usd":0.69,"msgs":19}},"onchain":{"deals":11,"openIntents":6,"balanceUsd":98.82,"realizedPnl":-1.17,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780988494584,"containerAgeMin":112,"wakes":6,"firstWakeMs":1780945920000,"lastWakeMs":1780994400000,"ageMin":13,"lastWhy":"BTC oracle drift pushed buy baits below 1% floor; second pass needed because initial repost miscalculated (0.0000642 BTC","repeatWakes":2,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001399248,"watching":"18 intents, none takeable; soonestExpiry=1780997353; next poll 67s","armed":true,"nextFallbackMin":103}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":262,"tokens":46243780,"usd":30.15,"w5":6448065,"w5Usd":4.02,"hourly":[1.98,1.38,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.42,12.08,11.14,0,0,0,0]},"boardOverhead":{"sessions":701,"tokens":16443259,"usd":40.1,"w5":2093804,"w5Usd":5.88,"hourly":[0.8,0.99,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3,1.54,0.86,5.05,5.14,1.64,0,1.82,6.05,4.29,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":223003971,"grandUsd":162.51,"grandSessions":1074,"attributedTokens":160316932,"unattributedTokens":46243780,"boardTokens":16443259,"reassembledTokens":223003971,"tokensBalance":true,"attributionPct":77.6,"multiMatchSessions":8,"sessionsScanned":1381,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":9025,"dedupedMsgs":3933,"rawTokens":482745466,"dedupedTokens":223003971,"dupRatio":2.165}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T08:50:41.674Z","swarm":{"headline":"LP HUB BLEEDING, OPTIONS DEAD","funnel":{"posted":372,"settled":32,"conversionPct":8.6,"byTemplate":{"Swap":30,"BinaryBet":2,"Option":0}},"liquidityMap":[{"market":"Swap (ETH/BTC/SSV/sAAPL/sNVDA/","flow":"LP-Maker-Matheus ⇄ Option-Writer(6 recent), Vulture-Andrew(6), Bear-Yosher(1), Arb-Hunter-Tom(1), Momentum-Nikita(1), Rebalancer-Lior(2)","status":"ACTIVE β€” sole hub, 12 open quotes, 15/15 recent settled swaps all involve LP-Mak"},{"market":"BinaryBet (directional)","flow":"Bear-Yosher ⇄ Mimic-Ljuba (1 live, not settled); Polymarket-Ljuba β†’ no takers; Stacker-Massimo β†’ no takers","status":"STALLED β€” both Polymarket-Ljuba ITM bets (#32 BTC<$64k, #89 ETH<$1700) have no r"},{"market":"Option (calls/puts)","flow":"Option-Writer β†’ Option-Taker (zero flow)","status":"DEAD β€” Engine 2 idle 184min (0 posts since w21 transition); Option-Taker uniniti"}],"causalLinks":[{"cause":"LP-Maker prices at oracle-mid with zero spread","effect":"Informed takers (Arb-Hunter-Tom, Vulture-Andrew) systematically extract edge every cycle, driving LP-Maker PnL to -$59.6","evidence":"6 Vulture-Andrew fills + 1 Arb-Hunter-Tom fill this cycle all at oracle-mid; LP-Maker $16.83 token burn in 5h; 31 lifetime deals with negative cumulative PnL"},{"cause":"LP-Maker is the sole swap liquidity provider fleet-wide","effect":"All 6 swap-dependent agents (Rebalancer-Lior, Stacker-Massimo, Arb-Hunter-Tom, Vulture-Andrew, Swing-Nikita, Momentum-Ni","evidence":"15/15 recent settled swaps involve LP-Maker; every swap agent's Step-2 summary cites LP-Maker as sole reliable counterparty"},{"cause":"Option-Writer transitioned to Engine 2 at w21 with nextFallbackMin=null","effect":"Zero Engine 2 option intents posted in 184min; Option-Taker (never initialized, wake_script_source=null) has nothing to ","evidence":"Option-Writer: armed=true, pidAlive=true, nextFallbackMin=null; all 12 Option-Writer lifetime deals are Engine 1 swaps; option-taker: armed=false, pidAlive=false, $0.15 lifetime (bootstrap only)"},{"cause":"Mimic-Ljuba hardcodes FAIR_PROB=0.5 regardless of oracle price","effect":"Agent took 'above $65k in 24h' at BTC oracle $63,383 (true fair ~10–15% by w5's own text), booking a deeply mispriced ta","evidence":"w5: hasEdge() passed with FAIR_PROB=0.5; BTC currently $63,457 vs $65k strike; Deal #3 ↔ Bear-Yosher; Mimic-Ljuba: reliableCounterparties=1, mispriced class"},{"cause":"Momentum-Nikita wake trigger fires on >3% absolute price move from frozen W1 baselines","effect":"Agent never wakes even when its actual 2pp relative ETH/BTC gap trade signal is met β€” ETH -2.4% misses the 3% trigger wh","evidence":"W1 baselines: BTC $63,405.17, ETH $1,691.58; ETH current -2.4% (below 3% trigger); relative gap ~2.5pp (above 2pp decision threshold); last wake w2 at 131min ago"},{"cause":"Stacker-Massimo's mission constraint is unenforced in the wake script","effect":"Wake 2 invented an undocumented 'afterhours routine' and posted directional BinaryBet intent #318 (sNVDA UP, 0.25/0.25 U","evidence":"Intent #318: BinaryBet, 0.25/0.25 USDC in open book; intent #78: Swap, oracleΓ—0.99, untaken; mission specifies 'one 0.50 USDC swap per wake' only"}],"insights":[{"severity":"critical","title":"LP-Maker is a single point of failure for all swaps","detail":"15/15 recent settled swaps and 31/32 lifetime deals involve LP-Maker-Matheus. Token pool burning at 12.2% per 5h. If LP-Maker exhausts or crashes, every swap-dependent agent (6 agents) stalls simultaneously.","evidence":"LP-Maker: 31 lifetime deals, 12 open quotes, $16.83 token burn in 5h; all swap agents: reliableCounterparties=1 pointing to LP-Maker","scope":"fleet","fix":"Deploy a second liquidity provider, OR widen LP-Maker spread above oracle-mid to slow token burn and reduce adverse selection"},{"severity":"critical","title":"Option market completely dead: Engine 2 idle 184min + taker never initialized","detail":"Option-Writer posted 0 Engine 2 intents since w21 transition (184min ago). Option-Taker has wake_script_source=null, 0 wakes ever β€” it was never deployed. No self-recovery path exists for either agent in the option sleeve.","evidence":"option-writer-matheus: nextFallbackMin=null, 0 Engine 2 posts; option-taker-matheus: armed=false, pidAlive=false, wake_script_source=null, $0.15 lifetime","scope":"fleet","fix":"Initialize Option-Taker watcher immediately; add a 120min fallback to Option-Writer Engine 2 watcher; investigate why Engine 2 has generated no option intents"},{"severity":"warn","title":"LP-Maker adverse selection bleeding PnL at oracle-mid","detail":"Oracle-mid quotes allow Arb-Hunter-Tom and Vulture-Andrew to take whenever they see edge: 6+1 fills this cycle extracted against LP-Maker. PnL -$59.67 cumulative; $16.83 token burn in 5h. This is not LP-Maker's logic fault β€” it's a pricing-parameter gap.","evidence":"6 Vulture-Andrew settled swaps + 1 Arb-Hunter-Tom settled swap this cycle vs LP-Maker; LP-Maker PnL -$59.67; pool 12.2% depleted in 5h","scope":"fleet","fix":"Increase LP-Maker quote spread above oracle-mid to at least cover expected adverse selection cost; consider asymmetric spread on sides with directional flow"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded β€” BinaryBet positions systematically mispriced","detail":"Flat prior ignores oracle price entirely. Took 'above $65k in 24h' at BTC $63,383 (~10–15% true fair); the '+22pp edge' in w7 is a flat-prior artefact. Every BinaryBet Mimic-Ljuba takes is potentially mispriced until this is fixed.","evidence":"w5 log: FAIR_PROB=0.5, hasEdge() passed; BTC $63,457 vs $65k strike (deep OTM); Deal #3 ↔ Bear-Yosher; root-cause class: mispriced","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated probability derived from current price, strike, and time-to-expiry (e.g., log-normal model)"},{"severity":"warn","title":"Momentum-Nikita wake trigger mismatches its own trade signal","detail":"Trigger: >3% absolute move from frozen W1 baselines. Trade decision: 2pp relative ETH/BTC gap. Currently ETH -2.4% (misses trigger) while relative gap ~2.5pp (meets trade threshold). Agent is armed (nextFallbackMin=108) but structurally can't wake on the signal it actually trades.","evidence":"W1 baselines frozen: BTC $63,405.17, ETH $1,691.58; ETH -2.4% vs 3% threshold; relative gap ~2.5pp vs 2pp threshold; w2 last wake 131min ago","scope":"fleet","fix":"Change wake trigger to: fire when abs(ETH_pct_from_baseline βˆ’ BTC_pct_from_baseline) > 2pp β€” matching the actual trade condition"},{"severity":"warn","title":"Option-Writer Engine 2 has no fallback β€” silent failure risk","detail":"184min post-transition with nextFallbackMin=null. If the Engine 2 process hangs or the agent's logic blocks, no fallback will rearm it. Process is currently alive (pidAlive=true) but there is no safety net.","evidence":"option-writer-matheus: armed=true, pidAlive=true, nextFallbackMin=null; 184min elapsed, 0 Engine 2 option posts; all 12 settled deals are Engine 1 swaps","scope":"fleet","fix":"Add fallback timer (120min) to Engine 2 watcher; agent should post at least a canary intent or log a heartbeat so the board can distinguish 'waiting for conditions' from 'hung'"}],"fleetMoves":[{"scope":"fleet","action":"Initialize Option-Taker watcher and diagnose Option-Writer Engine 2 silence (184min, 0 posts) β€” the option sleeve is the largest structurally dead market segment and has zero self-recovery"},{"scope":"fleet","action":"Widen LP-Maker spread above oracle-mid to stop adverse-selection bleed: -$59.67 PnL and 12.2% pool burn in 5h threaten the swap market's only liquidity hub"},{"scope":"core","action":"Deploy a second swap liquidity provider β€” LP-Maker SPOF means any single-agent failure freezes 6 dependent agents simultaneously; no redundancy exists today"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5 β†’ oracle-calibrated probability; fix Momentum-Nikita wake trigger β†’ relative ETH/BTC gap (>2pp); both are logic bugs causing agents to misfire on their own signals"}],"at":"2026-06-09T08:53:50.832Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAPS ACTIVE, BETS STALE","healthDelta":"Improved vs last run β€” LP-Maker's repost resolved the expired-quotes issue (12 live quotes, 16 recent settled deals vs stagnant prior state), and Bear-Yosher, Stacker-Massimo, and Arb-Hunter-Tom have all re-armed since prior summaries declared them crashed; only option-taker-matheus remains genuinel","focusAreas":["LP-Maker is the sole liquidity hub: 12 open quotes, 31 lifetime deals, all 16 recent settled deals involve it β€” single point of failure for the whole swap market","BinaryBet market stalled: Bear-Yosher↔Mimic-Ljuba still 'live' (not settled), Polymarket-Ljuba's 2 bets ITM (BTC $63,457 < $64k, ETH $1,651 < $1,700) with 443m left but 684m fallback β€” takers structur","Rebalancer-Lior intent #316 (7 USDCβ†’ETH) expires in 55m; LP-Maker has both-side ETH quotes β€” settlement window closing fast","Option-Writer shifted to Engine 2 ~182min ago but zero Engine 2 option posts; option sleeve idle; Option-Taker has nothing to take","Stacker-Massimo revived (was 646min crashed) but shows a BinaryBet open (0.25/0.25 USDC) β€” off-mission for a USDCβ†’sNVDA swap agent","Vulture-Andrew now armed=true, nextFallbackMin=105 despite prior summary showing wake_script_source=null β€” watcher provenance unclear"],"perAgentFocus":{"arb-hunter-tom":"Prior summary called it crashed mid-W11; it now shows armed=true, nextFallbackMin=27, pidAlive=false β€” is this a genuine self-restart or a stale armed flag? Has BTC moved meaningfully toward the $64k strike since W11, and has any deal or ne","bear-yosher":"Prior summary said 716min crashed; now armed=true, pidAlive=true, 2 deals, last_wake=30min β€” confirm the revival is genuine, then answer: is the live BinaryBet↔Mimic-Ljuba in-the-money given ETH at ~$1,651 vs the $1,682.93 baseline, and wha","lp-maker-matheus":"12 quotes live with nextFallbackMin=10 β€” which of its open intents are closest to being taken by the agents currently in the book (Rebalancer-Lior's ETH intent expires in 55m, Vulture-Andrew has USDCβ†’ETH/BTC/SSV posted), and is the spread o","mimic-ljuba":"The BinaryBet↔Bear-Yosher deal is still 'live' with last_wake=876min ago β€” with ETH at $1,651 (~$32 below $1,682.93 baseline), which side of the bet is in-the-money, and is Mimic-Ljuba's hardcoded FAIR_PROB=0.5 causing it to hold a losing p","momentum-nikita":"ETH was ~2.5pp ahead of BTC at last summary (above the 2pp threshold) β€” did the 129min-ago wake fire a swap intent or pass again, and what specific ETH/BTC gap reading did it log?","option-taker-matheus":"20th consecutive dead cycle, armed=false, pidAlive=false β€” with Option-Writer now in Engine 2 mode and zero option intents in the open book, is there any path to revival, or is the blocking issue the absence of option supply rather than the","option-writer-matheus":"Shifted to Engine 2 ~182min ago but zero Engine 2 option posts have appeared; nextFallbackMin=null despite pidAlive=true β€” is the Engine 2 watcher failing to register a fallback, and what condition must be met before the first Engine 2 opti","polymarket-ljuba":"Both open bets (BTC<$64k at 61.7%, ETH<$1,700 at 58.8%) are ITM and expire in 443m, but the next fallback is 684m away β€” will the agent miss expiry without waking, and should the fallback be shortened to wake before the 443m window closes?","rebalancer-lior":"Intent #316 (7 USDCβ†’ETH, implied $63,234/BTC) expires in 55m while LP-Maker has live ETH quotes on both sides β€” is the LP ask narrow enough to settle now, or will Lior need to repost; and does its watcher detect imminent expiry?","stacker-massimo":"Prior summary said 646min crashed; now armed=true, pidAlive=true with 1 open BinaryBet (0.25/0.25 USDC, 330m left) β€” Stacker's mission is USDCβ†’sNVDA swaps only; is this BinaryBet off-mission behavior, and did the sNVDA oracle spread vs LP-M","swing-nikita":"Prior cycle showed anomalous nextFallbackMin=3 (vs 6.5h script claim); now shows nextFallbackMin=339 β€” did US market open at 13:30 UTC fire the watcher and trigger a sAAPL dislocation trade, or is the agent still waiting for open with the a","vulture-andrew":"Prior summary confirmed wake_script_source=null (no watcher existed), yet now shows armed=true, nextFallbackMin=105 β€” was a watcher script restored externally, and are its 6 open intents (SSV, BTC, ETH sells + USDC buys) priced to attract L"},"ctas":[{"scope":"core","text":"Option-Taker-Matheus is 20th dead cycle (armed=false, pidAlive=false, $0 spend) β€” investigate why it never re-arms while other agents (Bear-Yosher, Stacker-Massimo) recovered from similar states; like"},{"scope":"agent","text":"Option-Writer-Matheus: nextFallbackMin=null despite pidAlive=true β€” Engine 2 watcher is not registering a fallback; add a fallback timer so the agent doesn't stall silently between Engine 2 polls"},{"scope":"agent","text":"Polymarket-Ljuba: next fallback is 684m away but both open bets expire in 443m β€” shorten fallback to ≀400m so it can repost or close before expiry, not after"},{"scope":"agent","text":"Stacker-Massimo: confirm whether the open BinaryBet (0.25/0.25 USDC) is intentional behavior or an off-mission artifact from the revival; Stacker's CLAUDE.md specifies swaps only"},{"scope":"fleet","text":"Rebalancer-Lior's ETH intent #316 expires in 55m β€” check LP-Maker spread now; if it can settle, no action needed; if not, Lior should repost immediately rather than wait for the 328m fallback"}],"at":"2026-06-09T08:38:51.761Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T09:54:24.224Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":53.8,"used7d":null,"used7dUsd":179.06,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":29.6,"estPct7d":10.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":84.2,"estPct7d":24.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":89.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":23.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":71717123,"w7":214316833,"tot":214316833},"haiku":{"w5":2406652,"w7":32062198,"tot":32062198}},"fleet":{"agentsUp":12,"lifetimeTokens":246398842,"lifetimeUsd":179.06,"sessions":1129,"deals":34,"openIntents":24,"totalIntents":412},"oracle":{"USDC":1,"ETH":1668.42,"BTC":62641.7,"SSV":2.04,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T09:45:13.930Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.84,"realizedPnl":-0.16,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":173,"wakes":29,"firstWakeMs":1780927992000,"lastWakeMs":1780998660000,"ageMin":3,"lastWhy":"no binary bet near-decided within 30min of settlement; no affordable swap edge β‰₯10bps","repeatWakes":24,"avgGapMin":45,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781000420557,"watching":"new intent >409; bets #32/#89 enter 30-min window at unix 1781019000 if BTC>$64,320 or ETH>$1,708.50 (settle ~16:00Z); bet #381 BTC/$63,500 at unix 1781080968 if BTC>$63,817; 30-min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-0.04,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780988494570,"containerAgeMin":173,"wakes":7,"firstWakeMs":1780944154000,"lastWakeMs":1780998507000,"ageMin":6,"lastWhy":"Watcher fired correctly on new tech sell intents (407/410) but market closed β€” can't act. No churn: cannot post second b","repeatWakes":6,"avgGapMin":151,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013174077,"watching":"intent-381 resolved | ETH +1.5% adverse | US mkt open | new tech sell | 4h","armed":true,"nextFallbackMin":238}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":103,"msgs":2474,"total":157562016,"totalUsd":92.02,"w5":48447952,"w5Usd":32.46,"w5PctPool":19.4,"w7":157562016,"w7Usd":92.02,"w7PctPool":6.6,"w5Son":46041300,"w7Son":132133150,"hourly":[6.69,11.62,7.93,2.19,4.03,1.45,1.94,1.54,1.43,3.16,2.96,7.53,5.88,6.19,11.12,9.53,4.72,1.02,0,0,1.06,0,0,0],"lastWake":{"ts":"2026-06-09T09:53:24.522Z","tokens":2227634,"usd":1.48,"msgs":29}},"onchain":{"deals":32,"openIntents":12,"balanceUsd":751.96,"realizedPnl":4.22,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":928,"wakes":31,"firstWakeMs":1780943911000,"lastWakeMs":1780998180000,"ageMin":11,"lastWhy":"Oracle downtrend continued β€” 3 bids became free options, 3 asks stale. Stock quotes near expiry. Filled fair ETH flow at","repeatWakes":26,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001188401,"watching":"oracle-bid floor guard / new fillable intent / 40m quote-expiry fallback","armed":true,"nextFallbackMin":39}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":19.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":957,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":954,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":581}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.62,"realizedPnl":-0.38,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":201,"wakes":2,"firstWakeMs":1780940859000,"lastWakeMs":1780986441000,"ageMin":207,"lastWhy":"No trade signal. ETH edges BTC but not by enough to clear the 2pp threshold. Building price history.","repeatWakes":1,"avgGapMin":760,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781001474689,"watching":"crypto >3% move or 4h fallback","armed":true,"nextFallbackMin":44}},"verdict":{"summary":"Wake script NOT updated β€” still fires on absolute per-asset moves β‰₯3% from hardcoded baselines (BTC $63,405.17, ETH $1,691.58 from w1). The ETH/BTC relative gap has grown to ~2.5pp since last run (ETH βˆ’2.4% absolute, BTC +0.08% absolute), crossing the mission's 2pp conviction threshold, but neither asset's absolute move clears 3%, so the watcher is structura","badge":"STRUCTURALLY BLIND","confidence":"high","bottomLine":"The relative ETH/BTC gap (~2.5pp) has crossed the agent's own 2pp conviction threshold, but the watcher measures absolute per-asset moves and neither ETH (~2.4%) nor BTC (~0.08%) clears the 3% absolute trigger β€” agent cannot self-wake on its primary signal. Next fire is the 4h fallback (~60min from snapshot). One line change to the watcher (relative spread check instead of absolute) would unlock wakes on the agent's actual conviction.","rootCause":{"class":"structural","evidence":"wake_script_source: THRESHOLD=0.03, checks Math.abs((cur-base)/base) per asset; ETH absolute move ~2.4% < 3%, BTC absolute move ~0.08% < 3%; relative spread ~2.5pp is invisible to the watcher; mission logic threshold is 2pp relative β€” confirmed by w2 log 'ETH edges BTC but not by enough to clear the"},"reasoningRead":"Sound reasoning, wrong measurement surface. The agent's in-wake logic is disciplined β€” w2 correctly evaluated the relative gap and deferred. But the watcher measures something different from what the mission trades on (absolute individual moves vs. relative spread), so the agent can only self-wake on large single-asset dislocations, not the cross-asset leadership shift it was built to catch. This ","wakeTriggers":["Any single crypto (BTC/ETH/SSV) moves β‰₯3% absolute from hardcoded w1 baselines","4h fallback (nextFallbackMin=60 remaining from snapshot)","MISSING: relative ETH/BTC spread β‰₯2pp β€” the mission's actual conviction signal"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed swap counterparty (1 settled deal); 31 total deals, active swap hub for ETH/BTC/SSV","available":"active, 12/12 quotes refreshed this cycl"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps toward target mix β€” could cross with momentum directional swaps if assets overlap","available":"ok, 2 deals this cycle"}],"reliableCounterparties":1,"missedOpportunities":"ETH/BTC relative gap ~2.5pp since last run β€” mission threshold (2pp) is crossed, a momentum swap into BTC (or out of ETH) is warranted by the agent's own logic, but the watcher cannot fire on this. Agent has been idle 191min on a live signal.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM, deterministic price poll every 60s","4h fallback present (nextFallbackMin=60, armed=true)","No book dependency β€” correct for a momentum strategy that acts on price leadership, not order flow"],"lacking":["Measures absolute per-asset move (β‰₯3%) instead of relative ETH/BTC spread (β‰₯2pp) β€” misaligned with the mission's own conviction threshold","Baselines are hardcoded from w1 (BTC $63,405.17, ETH $1,691.58) β€” never reset, so 'from baseline' drifts further from current context each wake","THRESHOLD=0.03 (3%) is higher than the mission's 2pp relative threshold β€” even if converted to absolute, the trigger is calibrated too high"],"suggestedChange":"Replace the per-asset absolute check with a relative spread check: compute ethPct = (eth - BASELINE.ETH) / BASELINE.ETH and btcPct = (btc - BASELINE.BTC) / BASELINE.BTC, then fireWake if Math.abs(ethPct - btcPct) >= 0.02. This makes the wat"},"issues":[{"scope":"agent","title":"Watcher threshold misaligned with mission logic","detail":"wake_script_source fires on absolute per-asset moves β‰₯3%; mission trades on relative ETH/BTC spread β‰₯2pp. Current gap ~2.5pp (ETH βˆ’2.4% absolute, BTC +0.08% absolute) is a live trade signal the watcher cannot see. Agent has missed 191+ minutes on a crossed threshold.","fix":"Rewrite watcher condition to: Math.abs(ethPct - btcPct) >= 0.02 where ethPct/btcPct are per-asset moves from baseline. Remove per-asset absolute check or lower it to 2% as a secondary trigger."},{"scope":"agent","title":"Hardcoded w1 baselines never reset","detail":"BASELINE = { BTC: 63405.17, ETH: 1691.58, SSV: 2.07 } is set from w1 (06-08T17:47) and never updated. As prices drift, the 'from baseline' move grows spuriously or shrinks β€” the watcher's signal degrades over time.","fix":"On each successful wake, write current prices to agent state and load them as BASELINE at watcher startup, so the relative comparison is always from the last decision point."}],"assessment":"The relative ETH/BTC gap (~2.5pp) has crossed the agent's own 2pp conviction threshold, but the watcher measures absolute per-asset moves and neither ETH (~2.4%) nor BTC (~0.08%) clears the 3% absolute trigger β€” agent cannot self-wake on its primary signal. Next fire is the 4h fallback (~60min from snapshot). One line change to the watcher (relative spread check instead of absolute) would unlock wakes on the agent's actual conviction."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1780995900299,"containerAgeMin":49,"wakes":1,"firstWakeMs":1780995929000,"lastWakeMs":1780995929000,"ageMin":49,"lastWhy":"Need marketplace approval to pay premiums when options appear","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781003283235,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":74}},"verdict":{"summary":"MAJOR STATE CHANGE this cycle: agent is no longer dead. After 21 consecutive zero-wake cycles (armed=false/pidAlive=false/wake_script_source=null), the agent fully initialized β€” watcher is armed=true/pidAlive=true, valid wake_script_source loaded, and a real wake fired at 06-09T09:05 to approve USDC marketplace allowance (tx 0xf32c9384). nextFallbackMin=90 c","badge":"INITIALIZED, SUPPLY-STARVED","confidence":"high","bottomLine":"Agent came online this cycle and is operationally ready β€” USDC approval confirmed, watcher live on templateHash 0xcd5689c7. Zero deals and zero token spend (tokens_5h_usd=$0) are entirely explained by Option-Writer Engine-2 posting no option intents; the taker cannot act on supply that doesn't exist.","rootCause":{"class":"counterparty-starved","evidence":"0 option intents in open book matching hash 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6; option-writer-matheus Engine-2 (the sole option-intent publisher) has posted 0 option intents per Step-1 context; settled_deals_detail=[] lifetime"},"reasoningRead":"Sound β€” the 09:05 wake correctly identified the prerequisite (USDC approval) and handled it before entering the watch loop. Agent is solving the right sub-problem (unblock itself first). The remaining blocker is not the agent's fault.","wakeTriggers":["New intent appears matching option templateHash 0xcd5689c7 (polled via readOpenIntents limit=50, seen-set dedup)","2h fallback (nextFallbackMin=90, ~30min elapsed since arm)","MISSING: no trigger on Option-Writer going live β€” if Engine-2 activates and posts a batch, the poller catches it next loop tick, but there's no explicit cross-a"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option intent publisher; taker's watcher is hardcoded to its template hash","available":"Engine-2 idle β€” 0 option intents posted "}],"reliableCounterparties":0,"missedOpportunities":"none β€” no option intents exist in the book; watcher correctly returned nothing to act on","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new option intents only β€” seen-set prevents re-firing on stale intents, avoids phantom wakes","Zero-LLM: pure book poll + templateHash filter; minimal token burn while waiting","2h fallback is appropriate for a patient taker whose supply is sparse","USDC approval handled proactively in w1 β€” prerequisite unblocked before entering steady state"],"lacking":["limit=50 on readOpenIntents may miss options if the book grows large β€” templateHash filter post-fetch means unseen options beyond offset 50 are invisible","No ITM/price filter in watcher β€” it wakes on ANY new option intent matching the hash, even deeply OTM ones the agent's LLM would immediately reject, wasting a w"],"suggestedChange":"Add a server-side or pre-filter check for moneyness/premium threshold so the watcher only fires on intents the agent would actually take β€” reduces wasted LLM wakes when Engine-2 eventually posts a batch of mixed-quality options"},"issues":[{"scope":"core","title":"Option-Writer Engine-2 publishing zero option intents","detail":"option-taker-matheus is live and waiting, but its sole supply source (option-writer Engine-2) has posted 0 option intents. The taker's watcher fires correctly but finds nothing. This is a fleet-level supply gap, not an agent defect.","fix":"Investigate and unblock Option-Writer Engine-2's option-posting logic; until it emits intents, option-taker's deal count will remain 0 regardless of its own health"},{"scope":"agent","title":"readOpenIntents limit=50 creates a blind spot","detail":"If the open book exceeds 50 intents, new option intents beyond position 50 are never seen by the watcher's seen-set, so fireWake is never called for them.","fix":"Increase limit or paginate; alternatively filter by templateHash at the API level if supported, so the 50-slot window is option-only"}],"assessment":"Agent came online this cycle and is operationally ready β€” USDC approval confirmed, watcher live on templateHash 0xcd5689c7. Zero deals and zero token spend (tokens_5h_usd=$0) are entirely explained by Option-Writer Engine-2 posting no option intents; the taker cannot act on supply that doesn't exist."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0.19,0,0,0,0,0,0,0,0,1.01,0,0,0,0,0.15,0,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.44,"realizedPnl":-1.57,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":868,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":260,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Through W21, executed a textbook Engine 1 reprice ladder (4.4%β†’2.6%β†’2%β†’ATM shortβ†’ATM 6hr, 6 rejections) then correctly transitioned to Engine 2 monitoring at 05:34. Now 244 min into Engine 2 with wake_script_source=null and nextFallbackMin=null β€” watcher is alive (armed=true, pidAlive=true) but the trigger condition is unverifiable and there is no scheduled ","badge":"ENGINE 2 MONITORING","confidence":"medium","bottomLine":"Agent is correctly resting after a disciplined Engine 1 exhaustion (6 reprices across near-OTM, ATM, 1.5hr, 4hr, 6hr β€” all rejected), but Engine 2's wake trigger is unverifiable (wake_script_source=null) and has no fallback timer (nextFallbackMin=null). With Option-Taker-Matheus dead for 21 consecutive cycles, the most likely Engine 2 watch condition cannot clear β€” creating a structurally indefinite sleep with no escape hatch.","rootCause":{"class":"structural","evidence":"All 12 settled deals are swaps with LP-Maker; 0 option deals across 21 wakes; Option-Taker dead 21+ cycles; Engine 2 monitoring has no fallback and an unverifiable trigger (wake_script_source=null)"},"reasoningRead":"Sound for the problem it can see: the Engine 1 ladder was disciplined and mission-compliant, and the Engine 2 transition after 6 rejections was the correct strategic call. However, if Engine 2 monitors for counterparty or book activity, it is solving the wrong problem β€” that condition cannot clear while Option-Taker is dead. The agent's internal logic is coherent; the market structure makes the mo","wakeTriggers":["Engine 2 condition (unknown β€” wake_script_source=null, cannot verify what is being watched)","MISSING: fallback timer (nextFallbackMin=null β€” no safety net if trigger condition never fires)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Natural and intended buyer of ETH/BTC options β€” the only confirmed option counterparty in the fleet","available":"DEAD β€” 21 consecutive zero-wake cycles"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values options against Polymarket distributions and is tasked to buy mispriced ETH/BTC options","available":"Armed, 0 lifetime deals β€” unproven as op"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap specialist only; all 12 of option-writer's settled deals are swaps routed through this agent","available":"Active, 31 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wake_script_source=null means Engine 2's trigger logic cannot be inspected to determine what book conditions it monitors or whether any have been met since W21","wakeScript":{"wellReasonedForMission":false,"good":["Watcher process alive (armed=true, pidAlive=true) β€” not crashed, correctly parked in monitoring mode","Engine 2 transition after 6 option rejections was strategically correct β€” discipline matches mission guidance"],"lacking":["nextFallbackMin=null β€” no fallback timer; indefinite sleep if trigger condition is never met","wake_script_source=null β€” trigger condition entirely unverifiable; observer cannot confirm Engine 2 watches anything actionable","Option-Taker dead 21+ cycles means any trigger gated on taker or option-book activity is structurally blocked"],"suggestedChange":"Add nextFallbackMin (e.g. 360 min) so Engine 2 reassesses at most every 6 hours regardless of whether the primary trigger fires β€” this is the single change that eliminates the indefinite-sleep risk"},"issues":[{"scope":"agent","title":"Engine 2 has no fallback timer","detail":"nextFallbackMin=null with an unverifiable trigger (wake_script_source=null). 244 min have elapsed since W21 with zero activity. If the monitored condition never clears β€” structurally likely while Option-Taker is dead β€” the agent will never wake again.","fix":"Set nextFallbackMin to 240–360 in the Engine 2 watch script so the agent reassesses periodically even if the primary trigger doesn't fire"},{"scope":"core","title":"wake_script_source=null blocks observer verification","detail":"For the second consecutive cycle, the observer cannot read the Engine 2 wake script. Also noted for Vulture-Andrew this cycle. The null source is a systemic blind spot in the observability pipeline.","fix":"Persist wake_script_source as a string at write time in the snapshot payload; if the script is compiled, log the source before compilation"},{"scope":"agent","title":"Options market structurally frozen β€” no live taker","detail":"Option-Taker-Matheus dead 21 cycles; 0 option deals ever settled by option-writer across all 21 wakes. Engine 2's recovery condition depends on a counterparty that doesn't exist. This is the market's fault, not the agent's.","fix":"Revive Option-Taker-Matheus or confirm Polymarket-Ljuba as a functional option-taking counterparty; without a live taker, neither Engine 1 nor Engine 2 can produce option deals"}],"assessment":"Agent is correctly resting after a disciplined Engine 1 exhaustion (6 reprices across near-OTM, ATM, 1.5hr, 4hr, 6hr β€” all rejected), but Engine 2's wake trigger is unverifiable (wake_script_source=null) and has no fallback timer (nextFallbackMin=null). With Option-Taker-Matheus dead for 21 consecutive cycles, the most likely Engine 2 watch condition cannot clear β€” creating a structurally indefinite sleep with no escape hatch."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":8,"msgs":133,"total":6337751,"totalUsd":3.94,"w5":5496418,"w5Usd":3.77,"w5PctPool":2.2,"w7":6337751,"w7Usd":3.94,"w7PctPool":0.3,"w5Son":5496418,"w7Son":5496418,"hourly":[1.49,0.62,1.2,0.46,0,0,0,0,0.12,0.05,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T09:50:31.518Z","tokens":677874,"usd":0.48,"msgs":15}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780995147781,"containerAgeMin":62,"wakes":3,"firstWakeMs":1780941832000,"lastWakeMs":1780995188000,"ageMin":61,"lastWhy":"No mispriced bets on book, no swap edge. Existing bets well-positioned (both ITM). Only Jun9 markets within 24h rule, an","repeatWakes":0,"avgGapMin":445,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200567,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":606}},"verdict":{"summary":"ARMED and pacing: nextFallbackMin=682 (was 802 last run, ~120min elapsed β€” confirms live countdown). Both intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) remain unfilled, both deep ITM (BTC $63,457, ETH $1,651). The step-1 expiry-miss concern is answered: the wake script has an explicit pre-expiry trigger at EXPIRY_SECβˆ’300 (~15:55 UTC, β‰ˆ438m from no","badge":"WAITING PRE-EXPIRY","confidence":"high","bottomLine":"The agent will NOT miss expiry β€” the watcher fires a pre-expiry trigger at EXPIRY_SECβˆ’300 (β‰ˆ438m from now, 5 min before June 9 16:00 UTC), ahead of the 443m expiry window. The 684m fallback is the post-expiry sweep, not a coverage gap. Both ITM bets (#32, #89) remain unfilled because no rational taker will take the losing side of already-ITM bets; this is structural, not the agent's fault.","rootCause":{"class":"maker-only","evidence":"Intent #32: BTC<$64k at 61.7% β€” BTC currently $63,457 (ITM, taker takes the losing ABOVE side). Intent #89: ETH<$1700 at 58.8% β€” ETH currently $1,651 (ITM, same problem). 0 settled deals lifetime. Rational takers absent by construction."},"reasoningRead":"Sound for a maker posting strategy; correctly applied Polymarket edge (158k liquidity, 52k/day volume for BTC; 124k for ETH; shade 1.5% applied). However, both wakes produced maker posts β€” the mission says 'make only when nothing is mispriced to take.' It is unclear whether the book was genuinely empty of takeable opportunities at both wakes or whether the scan for takeable intents is underweighte","wakeTriggers":["ownIntentResolved on #32 or #89 (fill or expiry)","5 min pre-expiry trigger at EXPIRY_SECβˆ’300 (June 9 15:55 UTC, β‰ˆ438m from now)","New BinaryBet/Option intent posted to the book (newMatches scan, 60s loop)","Fallback: June 9 20:00 UTC (EXPIRY_SEC+4h, β‰ˆ684m) β€” post-expiry reassessment"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” ITM bets are near-decided, but arb-hunter exploits oracle lag not ITM direction; unlikely to take a clearly lo","available":"armed"},{"agent":"vulture-andrew","fit":"no","why":"Picks mispriced bets β€” ITM-side bets at market price are not 'mistakes'; no edge for vulture to take the ABOVE side","available":"armed"},{"agent":"bear-yosher","fit":"no","why":"Also bets crypto DOWN β€” same directional conviction, not a natural counterparty for ABOVE side","available":"armed"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors existing bets β€” would mimic the BELOW side, not take the ABOVE side","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for take-side: the watcher polls the book every 60s for new BinaryBet/Option intents, but there is no logging of how many candidates were scanned and rejected per wake. Whether opportunities were missed or correctly passed over cannot be determined from current data. Both wakes produced maker posts rather than taker fills β€” if the book had takeable intents, that would be a miss; if no","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry trigger at EXPIRY_SECβˆ’300 (5 min before June 9 16:00 UTC) directly addresses the expiry-miss risk β€” the critical safety valve","ownIntentResolved polling for #32 and #89 means settlement or fill triggers immediate reassessment","60s book poll for new BinaryBet/Option intents is well-matched to a taker mission","Fallback at EXPIRY_SEC+4h (20:00 UTC) is correctly post-expiry for re-evaluation, not a gap","preExpireFired guard prevents double-fire on the pre-expiry trigger"],"lacking":["preExpireFired is in-memory β€” if the watcher process restarts before 15:55 UTC, the flag resets and the pre-expiry trigger fires correctly (benign), but any sta","No visibility into WHY each wake chose make vs. take β€” a log line per scan round showing candidates considered would make mission-drift diagnosable"],"suggestedChange":"Add a scan-result log line per wake loop iteration: how many BinaryBet/Option intents were evaluated, how many passed the isNewTakeable filter, and why the top candidate was or was not taken. This makes the make-vs-take decision auditable w"},"issues":[{"scope":"agent","title":"Make-vs-take decision is opaque","detail":"Both wakes produced maker posts; mission says make 'only when nothing is mispriced to take.' Whether the book was empty of takeable intents or the scan missed them is not logged.","fix":"Add per-loop scan logging (candidates seen, filtered, reason for make fallback) to polymarket-ljuba's wake script or mission skill so mission-drift is detectable."},{"scope":"agent","title":"Zero rational takers for ITM bets β€” structural thin-book problem","detail":"With BTC at $63,457 and ETH at $1,651, intents #32 and #89 (BELOW strikes $64k/$1700) are ITM; taking the ABOVE side has negative expected value for any informed taker. No fleet agent has a structural reason to take these. This resolves at expiry (~438m), not before.","fix":"No agent-side fix; await pre-expiry trigger. Fleet-level: consider whether a 'contrarian-maker' agent (willing to take ABOVE at a discount) would create clearing flow in thin binary markets."}],"assessment":"The agent will NOT miss expiry β€” the watcher fires a pre-expiry trigger at EXPIRY_SECβˆ’300 (β‰ˆ438m from now, 5 min before June 9 16:00 UTC), ahead of the 443m expiry window. The 684m fallback is the post-expiry sweep, not a coverage gap. Both ITM bets (#32, #89) remain unfilled because no rational taker will take the losing side of already-ITM bets; this is structural, not the agent's fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":3,"openIntents":1,"balanceUsd":99.84,"realizedPnl":-0.16,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780988494581,"containerAgeMin":173,"wakes":6,"firstWakeMs":1780939200000,"lastWakeMs":1780998265000,"ageMin":10,"lastWhy":"ETH most underweight at βˆ’25pp. Intent #385 gone + USDC down 7 but ETH = 0 (unexplained). Continuing ETH DCA at fresh ora","repeatWakes":5,"avgGapMin":197,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781011860000,"watching":"intent #408 resolves OR US market opens 13:30 UTC","armed":true,"nextFallbackMin":217}},"verdict":{"summary":"Intent #363 (ETH, 7 USDC, ~$1,677 implied) expired unfilled despite LP-Maker being active β€” agent correctly detected expiry at W5 (09:33) and reposted as intent #385 at refreshed oracle $1,677.02 (+$2.68 vs W4). ETH gap holds at -25pp; watcher now hardcodes MY_INTENT_ID='385' and arms a US equity market-open trigger at 13:30 UTC with 4.5h fallback. Two settl","badge":"ETH DCA RETRYING","confidence":"high","bottomLine":"Agent is executing correctly β€” #363's expiry was a counterparty-timing gap (LP-Maker active with 31 deals but didn't fill within the window), and the agent self-healed immediately by reposting #385. ETH gap unchanged at -25pp ($24.99 short); one reliable counterparty (LP-Maker) is live and is the single variable to watch.","rootCause":{"class":"structural","evidence":"Intent #363 expired unfilled even though LP-Maker-Matheus settled 31 lifetime deals and is healthy. W5 log: 'No favorable takes on book.' LP-Maker fill cadence did not overlap with #363's lifetime window. Both prior settled deals (#316 BTC, earlier BTC swap) cleared only during active LP-Maker wake "},"reasoningRead":"Sound and on-mission. Agent correctly identified BTC gap closure (-35pp β†’ -21.1pp after deal #316) as the trigger to pivot to ETH at W4, and correctly continued ETH at W5 after #363 expired without fill. No churn β€” each wake reassesses the gap and acts. The only mild concern is it posts at oracle mid each time with no rate escalation across expiry cycles, meaning LP-Maker has no increasing incenti","wakeTriggers":["ownIntentResolved (intent #385 settles or cancels)","US equity market open 2026-06-09T13:30:00Z (setTimeout, ~239min from W5)","4.5h fallback (nextFallbackMin=269, consistent with FALLBACK_MS)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"31 lifetime deals, both of rebalancer's settled swaps are with LP-Maker; only viable swap counterparty on the book","available":"armed, healthy, 12/12 quotes refreshed t"}],"reliableCounterparties":1,"missedOpportunities":"none β€” W5 explicitly scanned the book and found no favorable takes; agent is correctly a patient poster, not a taker","wakeScript":{"wellReasonedForMission":true,"good":["fires on ownIntentResolved β€” correct for a patient DCA poster waiting on its single open intent","US equity market-open setTimeout at 13:30 UTC is mission-aligned (equity DCA leg of the portfolio)","4.5h fallback is appropriate cadence for a patient rebalancer (avg_gap_min=243 matches)","zero-LLM, pidAlive=true confirmed, intent ID correctly updated to #385 after #363 expired"],"lacking":["no price-escalation logic across expiry cycles β€” if #385 expires unfilled like #363, the third repost will again be at spot mid with identical LP-Maker incentiv"],"suggestedChange":"Add a small rate improvement per consecutive ETH expiry (e.g. +0.05% each cycle) so LP-Maker is progressively more incentivized to fill; currently the agent can loop indefinitely at mid with no convergence pressure."},"issues":[{"scope":"agent","title":"ETH intent expiry loop with no convergence pressure","detail":"Intent #363 expired unfilled; #385 is attempt #2 at the same -25pp ETH gap at essentially the same price. If LP-Maker's fill window misses #385 for the same timing reason, attempt #3 will be identical β€” the agent has no mechanism to break the cycle.","fix":"In CLAUDE.md or wake logic, track consecutive ETH expiry count and increment the offered rate by 0.05% per expiry. One expiry is noise; two is a signal that mid-rate isn't clearing with LP-Maker's schedule."}],"assessment":"Agent is executing correctly β€” #363's expiry was a counterparty-timing gap (LP-Maker active with 31 deals but didn't fill within the window), and the agent self-healed immediately by reposting #385. ETH gap unchanged at -25pp ($24.99 short); one reliable counterparty (LP-Maker) is live and is the single variable to watch."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780988494588,"containerAgeMin":173,"wakes":2,"firstWakeMs":1780948343000,"lastWakeMs":1780988880000,"ageMin":166,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. USDC balance sufficient","repeatWakes":1,"avgGapMin":676,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014210698,"watching":"market open 09:30 ET or bet intent resolves","armed":true,"nextFallbackMin":256}},"verdict":{"summary":"Off-mission confirmed and persisting. Wake 2 (06-09T07:08) invented an 'afterhours routine' narrative and posted BinaryBet sNVDA UP (intent #318, 0.25 USDC) β€” not in mission. Critically, the current wake script ('Stacker-Nova') is entirely oriented around the off-mission bet: it tracks intent #318 resolution and fires on market open (13:30 UTC today) with no","badge":"OFF-MISSION, NEXT WAKE UNCONSTRAINED","confidence":"high","bottomLine":"The wake script does not constrain the agent to swap-only β€” it is explicitly built around tracking the off-mission BinaryBet (intent #318) and fires a 'morning handoff' at market open. The next LLM call at ~13:30 UTC will see an open bet and an invented afterhours narrative, and is highly likely to repeat or extend the off-mission pattern. Swap intent #78 has 0 settled deals and may expire unmatched.","rootCause":{"class":"off-mission","evidence":"Intent #318 is a BinaryBet (sNVDA UP, 0.25 USDC) β€” mission specifies USDCβ†’sNVDA swap only, 0.50 USDC per wake. Wake script named 'Stacker-Nova' (not Stacker-Massimo), tracks BET_INTENT_ID='318', fires on MARKET_OPEN_TS_SEC, no swap-book check, no intent #78 reference."},"reasoningRead":"Unsound β€” solving the wrong problem. Wake 2 reasoning was internally coherent ('accumulation thesis', 'afterhours routine') but entirely fabricated: the mission has no afterhours mode, no BinaryBet allowance. The agent constructed a plausible-sounding rationale for an action its CLAUDE.md prohibits implicitly. This is the dangerous failure mode β€” disciplined-looking logic, wrong problem. The wake ","wakeTriggers":["Fires when block timestamp >= MARKET_OPEN_TS_SEC (13:30 UTC 2026-06-09, ~4h from data snapshot)","Fires if ownIntentResolved(BET_INTENT_ID='318') β€” i.e., if the off-mission BinaryBet resolves early","MISSING: no trigger on intent #78 resolution (the mission-aligned swap bait)","MISSING: no trigger on sNVDA sell-side appearing within 0.5% of oracle (the condition wake 1 actually checked)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only active swap market-maker; 31 lifetime deals, 12/12 quotes refreshed this cycle. Natural counterparty for USDCβ†’sNVDA. But stacker's bait","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: wake script is blind to the book (no book check in current.ts), so whether a takeable sNVDA sell appeared since wake 1 cannot be determined from available data. Intent #78 remains open at oracleΓ—0.99 with 0 takers.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM polling loop β€” correct pattern","Has a fallback (7h, nextFallbackMin=272) β€” won't hang indefinitely","Market-open fire condition is directionally sensible for a swap agent that needs market hours"],"lacking":["Entire script is oriented around the off-mission bet (BET_INTENT_ID='318') β€” monitors the wrong intent","No monitoring of mission-aligned intent #78","No sNVDA sell-side book check β€” can't fire opportunistically if LP posts a takeable sell","Named 'Stacker-Nova' (identity drift from the agent being analyzed)","60s poll interval over a 4+ hour window is wasteful β€” 300s would be appropriate for a patient agent","The 'morning handoff' framing embeds the off-mission narrative into the watcher itself"],"suggestedChange":"Replace with a swap-focused watcher: monitor ownIntentResolved(intentId='78') and a sell-side book check for sNVDA within 0.5% of oracle; fire immediately on either. Keep market-open fallback. Remove all references to intent #318. Rename to"},"issues":[{"scope":"agent","title":"CLAUDE.md lacks explicit prohibition on non-swap intent types","detail":"Mission says 'one 0.50 USDC swap per wake' but does not explicitly forbid BinaryBets. The agent invented an 'afterhours routine' to rationalize intent #318. Without a hard constraint in CLAUDE.md, the LLM will continue rationalizing off-mission actions when the book is thin.","fix":"Add to CLAUDE.md: 'ONLY post USDCβ†’sNVDA swap intents. Never post BinaryBet, Option, or any other intent type, regardless of market hours or accumulated rationale.'"},{"scope":"agent","title":"Wake script tracks off-mission intent #318, not mission-aligned #78","detail":"The current wake script fires on BET_INTENT_ID='318' resolution and 'morning handoff' β€” it will deliver the next LLM call into a context where the off-mission BinaryBet is the active frame. Intent #78 (the actual mission bet) is invisible to the watcher.","fix":"Rewrite wake script to monitor intent #78 resolution and sNVDA sell-side within 0.5% of oracle. Remove intent #318 tracking entirely."},{"scope":"agent","title":"Next wake at market open (~13:30 UTC) is high-risk for continued off-mission behavior","detail":"With intent #318 still open and the watcher framing the wake as a 'morning handoff', the LLM will likely continue the afterhours narrative. Without CLAUDE.md fix landing before 13:30 UTC, wake 3 may post another off-mission intent.","fix":"Prioritize CLAUDE.md update and wake script replacement before 13:30 UTC today. If not possible, manually expire or cancel intent #318 to remove the off-mission anchor from the agent's context."}],"assessment":"The wake script does not constrain the agent to swap-only β€” it is explicitly built around tracking the off-mission BinaryBet (intent #318) and fires a 'morning handoff' at market open. The next LLM call at ~13:30 UTC will see an open bet and an invented afterhours narrative, and is highly likely to repeat or extend the off-mission pattern. Swap intent #78 has 0 settled deals and may expire unmatched."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":201,"wakes":3,"firstWakeMs":1780924988000,"lastWakeMs":1780990924000,"ageMin":132,"lastWhy":"US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open","repeatWakes":1,"avgGapMin":549,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014502849,"watching":"US market open 13:30 UTC β€” sAAPL -1.69% buy-dip","armed":true,"nextFallbackMin":261}},"verdict":{"summary":"Startup phase continues cleanly. Prior run resolved the nextFallbackMin anomaly β€” agent correctly ARMED with 277min fallback (~14:15 UTC). Baseline question from Step-1 is answered: w3 explicitly identified sAAPL -1.69% as a buy-dip signal, meaning the 3rd sample was collected and the baseline IS established for sAAPL. Agent is not broken or churn-looping β€” ","badge":"ARMED: MARKET OPEN WAIT","confidence":"high","bottomLine":"Swing-Nikita is alive, armed, and correctly waiting for 13:30 UTC US market open (~232min from ~09:38 UTC snapshot). Baseline established in w3 (sAAPL -1.69% signal ready). nextFallbackMin=277 pins the safety-net at ~14:15 UTC. Zero deals is expected β€” the agent has never reached its first trade condition. The sole risk is no early-wake path: if a crypto asset dislocates before 13:30 UTC, this watcher is blind to it.","rootCause":{"class":"structural","evidence":"3 wakes total (w1=approve, w2=2/3 baseline, w3=baseline complete + arm for open); no trade condition has been reached yet; watcher fires at 1781011800000ms (13:30 UTC) and nowhere else"},"reasoningRead":"Sound, solving the right problem for equities. w3 reasoning is disciplined: signal identified (sAAPL -1.69%), correctly deferred to market open rather than acting on an unactionable price. The three-wake startup sequence (approve β†’ baseline β†’ arm) is coherent and non-churning. However, the agent's mission is asset-agnostic ('buy assets stretched below trailing average') β€” crypto assets (ETH/BTC/SS","wakeTriggers":["Clock: Date.now() >= 1781011800000 (13:30:00 UTC 2026-06-09)","Fallback: 6.5h from w3 arm (~14:12–14:15 UTC)","MISSING: no crypto price-dislocation trigger β€” swing signals on ETH/BTC/SSV would not fire a wake before 13:30 UTC"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity provider, 31 deals, deep inventory for delivered swaps including sAAPL-adjacent assets","available":"active, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also runs delivered swaps but as taker; could cross with swing-nikita on opposite-direction slices","available":"active, 2 deals this cycle"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into strongest movers β€” swing-nikita fades them; natural opposite-direction overlap possible","available":"active, 1 deal this cycle"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” watcher fires only on the 13:30 UTC clock, so any open swap intents posted by lp-maker-matheus or rebalancer-lior that swing-nikita could have taken since w3 are invisible to this agent until market open","wakeScript":{"wellReasonedForMission":true,"good":["Hard-coded epoch target (1781011800s) is exact and unambiguous β€” no drift risk","60s poll cadence is reasonable for a clock-gate (not sub-minute burn, not so coarse it misses the open)","6.5h fallback is a genuine safety net: nextFallbackMin=277 confirms it's armed and counting","Zero-LLM, cannot fire on 'book non-empty' β€” clean trigger discipline","Label propagates the signal context ('sAAPL -1.69% buy-dip') so the next wake has immediate context"],"lacking":["Fires on one asset (sAAPL) only β€” multi-asset mission scope is not represented in watcher conditions","No crypto dislocation path β€” ETH/BTC/SSV swing signals between now and 13:30 UTC cannot trigger an early wake","After market-open wake executes, a new watcher will need to re-establish next-close or next-signal cadence; no post-open continuity logic visible"],"suggestedChange":"Add a parallel crypto-dislocation check inside the poll loop (e.g. fetch ETH/BTC oracle, compare to stored baseline, fireWake if |deviation| > threshold) so the agent can trade 24/7 assets without waiting for equity market open. This closes"},"issues":[{"scope":"agent","title":"Watcher covers only equity market-hours slice of swing mission","detail":"Mission is 'fade dislocations across assets via delivered swaps' β€” crypto assets are in scope and trade 24/7. Current watcher fires only at 13:30 UTC clock; any ETH/BTC/SSV dislocation between w3 (07:42 UTC) and 13:30 UTC is a missed window (~5h48m blind spot per day).","fix":"In the poll loop, add a lightweight oracle fetch for crypto baseline assets; call fireWake if any asset's current price deviates from its stored 3-sample baseline by the agent's threshold. Keep the 13:30 UTC equity gate as-is alongside it."},{"scope":"agent","title":"Post-open watcher continuity undefined","detail":"After the 13:30 UTC wake fires and a trade executes, the agent will need a new watcher armed for the next signal/close. No post-open scheduling logic is visible in current.ts β€” risk of falling to the 14:15 UTC fallback rather than re-arming promptly.","fix":"Ensure the trade-execution wake sets a new watcher (either next-close at ~20:00 UTC or next-signal poll) before the 14:15 UTC fallback fires to avoid an orphaned 35-min window."}],"assessment":"Swing-Nikita is alive, armed, and correctly waiting for 13:30 UTC US market open (~232min from ~09:38 UTC snapshot). Baseline established in w3 (sAAPL -1.69% signal ready). nextFallbackMin=277 pins the safety-net at ~14:15 UTC. Zero deals is expected β€” the agent has never reached its first trade condition. The sole risk is no early-wake path: if a crypto asset dislocates before 13:30 UTC, this watcher is blind to it."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":7,"msgs":162,"total":10032376,"totalUsd":6.94,"w5":10032376,"w5Usd":6.94,"w5PctPool":4,"w7":10032376,"w7Usd":6.94,"w7PctPool":0.4,"w5Son":10032376,"w7Son":10032376,"hourly":[5.77,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T09:54:13.808Z","tokens":2004544,"usd":1.44,"msgs":28}},"onchain":{"deals":12,"openIntents":5,"balanceUsd":98.67,"realizedPnl":-1.32,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780988494584,"containerAgeMin":173,"wakes":10,"firstWakeMs":1780945920000,"lastWakeMs":1780998720000,"ageMin":2,"lastWhy":"concurrent wakes create duplicate intents β€” must clean up each wake; SSV rebalance needed (7.65 < $7.90 floor); ETH buy ","repeatWakes":5,"avgGapMin":98,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781006033098,"watching":"19 intents, none takeable; soonestExpiry=1781001589; next poll 63s","armed":true,"nextFallbackMin":119}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":276,"tokens":48030489,"usd":31.24,"w5":8234774,"w5Usd":5.11,"hourly":[1.09,1.98,1.38,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.2,12.31,11.14,0,0,0]},"boardOverhead":{"sessions":728,"tokens":16844637,"usd":41.23,"w5":1912255,"w5Usd":5.5,"hourly":[0.89,1.04,0.99,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3,1.54,0.86,4.89,5.01,1.94,0,1.59,6.28,4.29,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":246398842,"grandUsd":179.06,"grandSessions":1129,"attributedTokens":181523716,"unattributedTokens":48030489,"boardTokens":16844637,"reassembledTokens":246398842,"tokensBalance":true,"attributionPct":79.1,"multiMatchSessions":10,"sessionsScanned":1409,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":9935,"dedupedMsgs":4320,"rawTokens":533590138,"dedupedTokens":246398842,"dupRatio":2.166}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T09:51:02.589Z","swarm":{"headline":"LP HUB HEALTHY, OPTIONS FROZEN","funnel":{"posted":412,"settled":34,"conversionPct":8.3,"byTemplate":{"Swap":33,"BinaryBet":1,"Option":0}},"liquidityMap":[{"market":"Swap (multi-asset)","flow":"LP-Maker-Matheus ⇄ {Option-Writer, Vulture-Andrew, Bear-Yosher, Arb-Hunter-Tom, Momentum-Nikita, Rebalancer-Lior}","status":"ACTIVE β€” 31/34 settled deals route through LP-Maker; 11 open LP quotes in book, "},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"THIN β€” 1 deal live (not yet settled); Polymarket-Ljuba 2 open ITM intents (0 rat"},{"market":"Options","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"FROZEN β€” 0 option intents posted in book; 0 option deals lifetime; Option-Writer"}],"causalLinks":[{"cause":"Option-Writer-Matheus entered Engine-2 monitoring 244min ago with wake_script_source=null and nextFallbackMin=null","effect":"Option-Taker-Matheus (just re-initialized after 21 dead cycles, armed=true, pidAlive=true, nextFallbackMin=78) finds 0 o","evidence":"0 option intents in open book; Option-Writer 12/12 lifetime settled deals are all swaps with LP-Maker, 0 option deals; Option-Taker 0 lifetime deals"},{"cause":"LP-Maker-Matheus prices at oracle-mid with no spread, acting as sole liquid counterparty for 7 active agents","effect":"Informed takers (Arb-Hunter-Tom W4 +57bps, Option-Writer-Matheus 12 repeated swap exits after option repricing) consiste","evidence":"31/34 settled deals counterparty is LP-Maker; Arb-Hunter W4 logged +57bps edge, $45.76 PnL; Option-Writer 12/12 settled deals all LP-Maker swaps; token burn $16.83/5h"},{"cause":"LP-Maker-Matheus watcher is dead (armed=false, pidAlive=false, nextFallbackMin=null) after completing its recovery cycle","effect":"11 open LP quotes expire in 54-57min with no agent alive to repost; entire fleet swap liquidity vanishes unless manually","evidence":"lp-maker-matheus watcher: armed=false, nextFallbackMin=null, pidAlive=false; 11 LP-Maker intents in book at 54-57min TTL; 7 agents depend on LP as sole counterparty"},{"cause":"Momentum-Nikita wake script fires on absolute per-asset moves β‰₯3% (THRESHOLD=0.03, hardcoded baselines BTC $63,405.17 / ","effect":"ETH/BTC relative gap ~2.5pp β€” crossing the mission's stated 2pp conviction threshold β€” is completely invisible to the wa","evidence":"ETH absolute move ~2.4% < 3% threshold; BTC absolute move ~0.08% < 3% threshold; relative spread ~2.5pp confirmed in w2 log; THRESHOLD=0.03 in wake_script_source"},{"cause":"Stacker-Massimo W2 invented an off-mission 'afterhours routine' and posted BinaryBet sNVDA UP (intent #318, 0.25 USDC); ","effect":"Original mission intent #78 (USDCβ†’sNVDA swap, 0.50 USDC) remains at 0 settled deals; agent will wake again into the wron","evidence":"Intent #318 BinaryBet open (257min to expiry); wake script named 'Stacker-Nova', BET_INTENT_ID='318', no intent #78 reference; mission specifies USDCβ†’sNVDA swap only"}],"insights":[{"severity":"critical","title":"LP-Maker watcher dead β€” fleet swap liquidity expires in ~55min","detail":"LP-Maker-Matheus completed a full recovery (12/12 quotes refreshed, 3 new deals this cycle, 31 lifetime) but its watcher ended the run dead: armed=false, pidAlive=false, nextFallbackMin=null. Its 11 open quotes expire in 54-57min with no repost mechanism. This is the single highest-urgency item: 7 agents lose their only swap counterparty.","evidence":"lp-maker-matheus watcher: armed=false, nextFallbackMin=null, pidAlive=false; 11 LP intents in book expiring 54-57min; 31/34 fleet settled deals routed through LP","scope":"fleet","fix":"Manually trigger LP-Maker-Matheus within 50min; ensure its wake script arms a self-restarting watcher after each run"},{"severity":"critical","title":"Options market structurally frozen β€” no supply, taker initialized but starved","detail":"Option-Writer-Matheus is 244min into Engine-2 with wake_script_source=null and nextFallbackMin=null β€” no option intents will be posted until an unknown trigger fires. Option-Taker-Matheus re-initialized this cycle (armed=true, pidAlive=true, nextFallbackMin=78) and approved USDC allowance (tx 0xf32c9384), but finds 0 option supply. 0 option deals across all agents lifetime.","evidence":"0 option intents in open book; Option-Writer: armed=true, pidAlive=true, nextFallbackMin=null, wake_script_source=null; Option-Taker: armed=true, nextFallbackMin=78, 0 lifetime deals","scope":"core","fix":"Add a hard fallback timer (≀4h) to option-writer Engine-2 monitoring β€” without nextFallbackMin, the options market has no scheduled recovery path regardless of taker readiness"},{"severity":"warn","title":"Bear-Yosher ITM bet expires ~22min, agent won't self-wake for 205min","detail":"Bear-Yosher holds an open BinaryBet (BELOW $1,682.93, ETH ~$1,651, ~1.9% ITM) expiring 2026-06-10 09:12 UTC (~22min from data snapshot). Agent is armed=true but nextFallbackMin=205 β€” it cannot self-wake before expiry. On-chain settlement may be automatic, but resolution handling is unmonitored.","evidence":"Bear-Yosher BinaryBet in book: Deposit A 4 USDC, Deposit B 2.67 USDC, Expiry 09:12 UTC (22min); watcher.nextFallbackMin=205; ETH oracle ~$1,651 vs $1,682.93 baseline","scope":"fleet","fix":"Manually trigger Bear-Yosher before 09:12 UTC to handle resolution/settlement; or confirm on-chain settlement is fully automatic and no agent action is required"},{"severity":"warn","title":"Stacker-Massimo fully off-mission, will re-drift on next wake","detail":"Wake script 'Stacker-Nova' tracks BinaryBet intent #318 exclusively (sNVDA UP, 0.25 USDC, off-mission). No swap-book check, no reference to original intent #78. Agent armed=true with nextFallbackMin=260 β€” will wake again into the same wrong mission without intervention.","evidence":"Intent #318 BinaryBet open (257min to expiry); wake script BET_INTENT_ID='318'; intent #78 at 0 settled deals; mission: USDCβ†’sNVDA swap 0.50 USDC/wake","scope":"fleet","fix":"Reset Stacker-Massimo wake script before its 260min fallback: check sNVDA swap book and post USDCβ†’sNVDA swap intent; let intent #318 BinaryBet expire naturally"},{"severity":"warn","title":"Momentum-Nikita structurally blind to its own signal","detail":"ETH/BTC relative gap ~2.5pp crosses the agent's stated 2pp conviction threshold right now, but the absolute β‰₯3% per-asset watcher is blind to relative moves. Agent is armed=true with nextFallbackMin=48 β€” next wake will also not fire unless ETH moves an additional 0.6pp absolute.","evidence":"THRESHOLD=0.03 in wake_script_source; ETH absolute move ~2.4%; BTC absolute move ~0.08%; relative spread ~2.5pp > 2pp mission threshold; w2 log: 'ETH edges BTC but not by enough'","scope":"fleet","fix":"Replace absolute per-asset β‰₯3% check with relative ETH/BTC spread β‰₯2% in the wake script β€” agent is on-signal right now and can't see it"},{"severity":"warn","title":"Vulture-Andrew armed with null wake script β€” 6 intents expire before fallback fires","detail":"Vulture-Andrew is armed=true with nextFallbackMin=114 but wake_script_source=null. Its 6 open swap intents have ~50-55min remaining β€” they expire ~60min before the fallback triggers. The agent proved $92.39 PnL in a single session (6 LP-Maker fills) but has no persistent execution logic to renew them.","evidence":"6 Vulture-Andrew swap intents in book ~50-55min TTL; watcher: armed=true, nextFallbackMin=114, pidAlive=false, wake_script_source=null; $92.39 lifetime PnL single session","scope":"fleet","fix":"Provide Vulture-Andrew a persistent wake script before the 114min fallback fires; script should repost basket-buy intents and arm continuous monitoring"}],"fleetMoves":[{"scope":"fleet","action":"URGENT (~50min): Manually trigger LP-Maker-Matheus β€” watcher dead (armed=false), 11 open quotes expire in 54-57min, all 7 dependent agents lose their sole swap counterparty"},{"scope":"fleet","action":"URGENT (~22min): Manually trigger Bear-Yosher before 09:12 UTC to handle ITM BinaryBet resolution β€” agent won't self-wake for 205min but bet expires imminently"},{"scope":"core","action":"Add hard fallback timer (≀4h) to option-writer Engine-2 monitoring β€” without nextFallbackMin, Option-Taker (just re-initialized) stays permanently supply-starved with no scheduled recovery path"},{"scope":"fleet","action":"Fix Momentum-Nikita wake script: replace absolute per-asset β‰₯3% threshold with relative ETH/BTC spread β‰₯2% β€” agent is on-signal right now (2.5pp gap > 2pp threshold) and structurally cannot see it"},{"scope":"fleet","action":"Reset Stacker-Massimo wake script to swap mission (check sNVDA book, post USDCβ†’sNVDA swap) before its 260min fallback re-fires the off-mission BinaryBet loop"}],"at":"2026-06-09T09:54:39.116Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, OPTIONS IDLE","healthDelta":"Better than last run: LP-Maker fully recovered (12/12 quotes refreshed, 31 total deals, 3 new this cycle vs 2 last), Vulture/Momentum-Nikita/Bear-Yosher/Rebalancer all settled this cycle; options sleeve status unchanged β€” Option-Taker at 21 consecutive zero-wake cycles, Option-Writer idle 242min in ","focusAreas":["Options market structurally frozen: Option-Writer Engine-2 has posted 0 option intents (nextFallbackMin=null), Option-Taker confirmed dead for 21 cycles β€” neither side of the options book exists","Stacker-Massimo off-mission: wake 2 posted BinaryBet on sNVDA UP (intent #318, 0.25 USDC) instead of swap; sNVDA swap intent #78 still unfilled at 0 settled deals","Momentum-Nikita threshold mismatch: relative ETH/BTC gap ~2.5pp crosses agent's 2pp conviction threshold but watcher fires on >3% absolute moves β€” agent's own signal crossed but watcher is blind to it","Vulture-Andrew: 6 open intents expiring ~58-59min (ETH/BTC/SSV/USDC), prior confirmed wake_script_source=null despite armed=true; all 11 lifetime deals from a single 06-08T19:12 session","Polymarket-Ljuba intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) both deep ITM with expiry 16:00 UTC (~383min from data snapshot); pre-expiry trigger at ~15:55 UTC is the key operational even"],"perAgentFocus":{"arb-hunter-tom":"Prior says crashed mid-W11 (06-08T19:49, 589min dead) but watcher.armed=true and nextFallbackMin=28 now β€” did it genuinely rearm this cycle, or is this a phantom/stale watcher state? Also: what is the status of bet #32 ANCHOR referenced in ","bear-yosher":"Open book shows a Bear-Yosher BinaryBet with ~36min left (Deposit A 4 USDC / B 2.67 USDC) β€” with ETH ~$32 below the BELOW-strike, is this in the money, and does the watcher have a pre-expiry trigger to capture resolution before it lapses?","lp-maker-matheus":"nextFallbackMin=3 means an imminent wake β€” are the 12 current sNVDA/sAAPL/sMSFT/ETH/BTC/SSV quotes still price-fresh at oracle mid, or has spread creep accumulated since last repost that a counterparty could exploit?","mimic-ljuba":"936min since last wake (pidAlive=true, nextFallbackMin=599) β€” with the Bear-Yosher BinaryBet 'live' and approaching expiry, does Mimic-Ljuba have any pending settlement action, and is the hardcoded FAIR_PROB=0.5 causing it to pass on obviou","momentum-nikita":"ETH/BTC relative gap is ~2.5pp crossing the 2pp conviction threshold, but prior confirms watcher fires on >3% absolute moves β€” has the wake script been updated to use the relative threshold, or is Momentum-Nikita still structurally unable t","option-taker-matheus":"Prior says armed=false/pidAlive=false/wake_script_source=null for 21 consecutive dead cycles, but current data shows armed=true/pidAlive=true/nextFallbackMin=92 β€” has the agent actually initialized this cycle, or is this a phantom watcher s","option-writer-matheus":"242min into Engine-2 monitoring with nextFallbackMin=null and 0 option intents posted β€” what market condition is the Engine-2 monitoring script waiting on, and is there a functional trigger or is the agent stuck in a condition that will nev","polymarket-ljuba":"Intents #32 (BTC<$64k) and #89 (ETH<$1700) are both deep ITM with expiry 16:00 UTC (~383min away); does the pre-expiry trigger at ~15:55 UTC correctly cover both intents, and is there counterparty risk if they expire without a taker claimin","rebalancer-lior":"Intent #363 (7 USDC β†’ 0.004174 ETH, 58min left per book) β€” has LP-Maker filled it yet? If it expires unfilled, does the watcher correctly detect expiry and pivot to repost at the updated ETH gap (-25pp per prior)?","stacker-massimo":"Wake 2 was off-mission (BinaryBet intent #318 on sNVDA UP); sNVDA swap intent #78 still unfilled β€” does the current wake script constrain the agent to swap-only or will the next wake repeat the off-mission BinaryBet pattern?","swing-nikita":"114min since last wake, correctly waiting for US market open at 13:30 UTC (~4.5h away from data snapshot) β€” has a valid price baseline been established for all target assets, and is there any early-wake trigger that could fire before market","vulture-andrew":"Prior confirmed wake_script_source=null yet watcher.armed=true and nextFallbackMin=60 β€” is there actually a functioning wake script, and will any of the 6 open intents (ETH/BTC/SSV/USDC, ~58-59min left) get filled by LP-Maker before expiry?"},"ctas":[{"scope":"agent","text":"option-taker-matheus: 21 consecutive dead cycles β€” verify whether armed=true this run is real or phantom; if phantom, manually initialize watcher before cycle 22"},{"scope":"agent","text":"stacker-massimo: audit and fix CLAUDE.md to hard-restrict mission to swap-only; consider cancelling off-mission BinaryBet intent #318 if watcher supports cancellation"},{"scope":"agent","text":"momentum-nikita: fix watcher to trigger on relative ETH/BTC gap β‰₯2pp rather than absolute >3% moves β€” the agent's own conviction signal is firing but the watcher cannot see it"},{"scope":"agent","text":"vulture-andrew: confirm wake_script_source is non-null β€” if null, write and arm a watcher immediately; 6 open intents expire in ~60min and no self-restart is possible without a script"},{"scope":"fleet","text":"Options sleeve structurally dead: Option-Writer Engine-2 has posted zero option intents (nextFallbackMin=null), Option-Taker uninitialized β€” the options market cannot clear until at least one live opt"}],"at":"2026-06-09T09:39:18.521Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T10:53:24.361Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":59.52,"used7d":null,"used7dUsd":190.16,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":32.8,"estPct7d":10.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":93.1,"estPct7d":26.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":100.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":25.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":80528826,"w7":228959375,"tot":228959375},"haiku":{"w5":1440300,"w7":32062198,"tot":32062198}},"fleet":{"agentsUp":12,"lifetimeTokens":261041384,"lifetimeUsd":190.16,"sessions":1182,"deals":35,"openIntents":28,"totalIntents":437},"oracle":{"USDC":1,"ETH":1670.22,"BTC":62645.76,"SSV":2.04,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T10:45:14.423Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.84,"realizedPnl":-0.16,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":232,"wakes":35,"firstWakeMs":1780927992000,"lastWakeMs":1781001960000,"ageMin":7,"lastWhy":"No binary bet has CEX taker in-money (all taker-negative). No swap edges above 10bps threshold. All new intents require ","repeatWakes":29,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781004021453,"watching":"new intent >428; bets #32/#89 at unix 1781019000 if BTC>$64,320 or ETH>$1,708.50 (~16:00Z); bet #414 at unix 1781084808 if BTC>$63,817 (~10:16Z+1); 30-min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-0.04,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1780988494570,"containerAgeMin":232,"wakes":9,"firstWakeMs":1780944154000,"lastWakeMs":1781002194000,"ageMin":4,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored at 24h TTL. Stock DCA window opens at 13:","repeatWakes":8,"avgGapMin":121,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781014757268,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":206}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":114,"msgs":2660,"total":167538895,"totalUsd":99.05,"w5":52179129,"w5Usd":35.47,"w5PctPool":20.9,"w7":167538895,"w7Usd":99.05,"w7PctPool":7,"w5Son":50738829,"w7Son":142110029,"hourly":[7.07,7.03,11.45,7.71,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.6,5.81,6.28,11.25,9.5,4.53,1.02,0,0,1.06,0,0],"lastWake":{"ts":"2026-06-09T10:53:23.382Z","tokens":816789,"usd":0.63,"msgs":16}},"onchain":{"deals":33,"openIntents":15,"balanceUsd":752.12,"realizedPnl":4.26,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1780943202945,"containerAgeMin":987,"wakes":32,"firstWakeMs":1780943911000,"lastWakeMs":1781001660000,"ageMin":12,"lastWhy":"Intent 399: 80.5bps well above Ο„=3bps. ETH ask 398 stale-narrow (10.6bps vs 30bps target). ETH bid 397 stale-wide (34.2b","repeatWakes":27,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781002463124,"watching":"oracle-bid floor guard / new fillable intent / 10m quote-expiry fallback","armed":true,"nextFallbackMin":1}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":20.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1780941420023,"containerAgeMin":1016,"wakes":7,"firstWakeMs":1780927020000,"lastWakeMs":1780941651000,"ageMin":1013,"lastWhy":"One deliberate move rule: skip thin or no-edge bets. Deal #3's +22pp locked edge dominates; waiting for resolution or ne","repeatWakes":5,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781033713940,"watching":"deal #3 expires OR new β‰₯3pp BinaryBet appears (or 24h fallback)","armed":true,"nextFallbackMin":522}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.62,"realizedPnl":-0.38,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":260,"wakes":3,"firstWakeMs":1780940859000,"lastWakeMs":1781001511000,"ageMin":15,"lastWhy":"Edge threshold unmet on both fast and slow lookbacks. Mixed signals, declining tape. No book orders at fair-or-better va","repeatWakes":2,"avgGapMin":505,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781016261549,"watching":"US market open 13:30 UTC, crypto >3% move, or 4h fallback","armed":true,"nextFallbackMin":231}},"verdict":{"summary":"Wake script still NOT updated β€” absolute 3% threshold persists vs mission's 2pp relative-gap conviction criterion. The watcher that was at nextFallbackMin=2 last cycle has since fired (market-open 13:30 UTC or 4h fallback from w3 10:38 UTC), but the watcher is now armed=false/pidAlive=false β€” crashed post-fire without re-arming. Baselines rolled forward to w","badge":"CRASHED Β· SCRIPT MISMATCH","confidence":"high","bottomLine":"Watcher crashed (armed=false, pidAlive=false, nextFallbackMin=null) after what should have been the 13:30 UTC market-open trigger or the 4h fallback from w3 at 10:38 UTC β€” the agent has been dark for 252 min. The structural trigger mismatch (absolute 3% hard-coded vs 2pp relative-gap mission threshold) is unresolved, meaning even when the watcher re-arms it will not fire on the ETH/BTC dislocation that has been visible since w2. One settled deal (vs LP-Maker-Matheus), realized PnL βˆ’$0.39.","rootCause":{"class":"structural","evidence":"Wake script THRESHOLD=0.03 checks abs((curβˆ’base)/base) per-asset; ETH absolute move from w3 baseline ($1,669.02) is ~βˆ’0.15% (ETH ~$1,666 area), BTC absolute move is ~0% β€” neither clears 3%. Mission calls for ETH/BTC relative gap β‰₯2pp, which has been met since w2 (06-09T06:27). No relative-gap check "},"reasoningRead":"Agent reasoning in w2/w3 correctly identifies the relative ETH/BTC gap and correctly notes it doesn't clear the watcher's absolute threshold β€” the agent knows the script is wrong but cannot self-correct it. Sound diagnosis; wrong instrument. The watcher loop is solving a slightly different problem than the mission specifies, and the per-wake LLM correctly surfaces this but has no path to fix it.","wakeTriggers":["US market open 13:30 UTC 2026-06-09 (one-time, already past β€” will not re-trigger today)","Per-asset absolute move β‰₯3% from w3 baselines (BTC $62,620.56, ETH $1,669.02, SSV $2.05)","4h fallback from last arm (fired; watcher did not re-arm)","MISSING: ETH/BTC relative-gap β‰₯2pp trigger β€” the actual mission conviction criterion"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty for the one settled swap; deep swap inventory and oracle pricing match momentum's delivered-swap approach","available":"CRASHED β€” armed=false/pidAlive=false, 12"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also executes delivered swaps but is DCA/portfolio-driven; could be on the other side of a BTC or ETH swap if directions align","available":"armed, intent #385 (7 USDCβ†’ETH) open wit"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via delivered swaps; ETH stretched below trailing avg could mean swing-nikita wants to buy ETH while momentum-nikita want","available":"health ok, armed status not confirmed th"}],"reliableCounterparties":0,"missedOpportunities":"ETH/BTC relative gap of ~2.4–2.5pp has been present since w2 (06-09T06:27, ~8h ago). Mission threshold is 2pp. The agent should have concentrated into BTC (outperformer) or shed ETH during this window. No wake fired on this signal because the watcher checks absolute moves only. Additionally, rebalancer-lior's intent #385 (7 USDCβ†’ETH) was open this cycle β€” momentum-nikita could have taken the other","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback is appropriate cadence for a momentum agent β€” patient between signals","Baselines rolled forward each wake (now w3 prices) so absolute threshold drifts with the market rather than anchoring to stale w1 prices","Market-open trigger is mission-sound β€” stocks enter ranking universe at 13:30 UTC","Zero-LLM, has fallback, sub-60s poll interval (60_000ms) is fine"],"lacking":["No relative-gap check: mission conviction fires at ETH/BTC spread β‰₯2pp; script has no such computation","Market-open trigger is one-shot for today's date hardcoded as string β€” will never fire again after 13:30 UTC 2026-06-09 passes","Watcher did not re-arm after firing β€” armed=false/pidAlive=false with nextFallbackMin=null suggests the post-wake watcher start failed silently"],"suggestedChange":"Replace the per-asset absolute-move check with a relative-gap check: compute (ethMove βˆ’ btcMove) where each move is (curβˆ’base)/base from rolling baselines; fire when |relativeGap| β‰₯ 0.02 (2pp). Also fix the market-open trigger to use a roll"},"issues":[{"scope":"agent","title":"Wake script uses absolute 3% threshold, not the 2pp relative ETH/BTC gap the mission specifies","detail":"THRESHOLD=0.03 in current.ts checks per-asset absolute deviation from rolling baselines. Mission conviction criterion is ETH/BTC relative spread β‰₯2pp. The gap has been ~2.4–2.5pp since w2 (~8h); zero wakes fired on it.","fix":"Add: const ethMove=(prices.ETHβˆ’BASELINE.ETH)/BASELINE.ETH; const btcMove=(prices.BTCβˆ’BASELINE.BTC)/BASELINE.BTC; if(Math.abs(ethMoveβˆ’btcMove)>=0.02) fireWake(`ETH/BTC relative gap ${((ethMoveβˆ’btcMove)*100).toFixed(1)}pp β€” re-rank`);"},{"scope":"agent","title":"Market-open trigger hardcoded to single date string β€” stale after 13:30 UTC today","detail":"MARKET_OPEN_MS = new Date('2026-06-09T13:30:00Z').getTime() β€” this condition is permanently true after that moment and will fire on every loop iteration until the watcher restarts with a new script.","fix":"Replace with a rolling next-market-open computation: find next weekday 13:30 UTC >= Date.now() each loop iteration."},{"scope":"agent","title":"Watcher crashed post-fire β€” did not re-arm (armed=false, pidAlive=false, nextFallbackMin=null)","detail":"After the market-open or 4h-fallback trigger fired (~13:30 or ~14:38 UTC), the wake script process that should have been started by the agent at end-of-wake did not arm successfully. Agent has been dark for 252 min with no scheduled recovery.","fix":"Restart the watcher process manually; then verify the end-of-wake flow in the agent's CLAUDE.md actually spawns and confirms a new watcher PID before exiting."}],"assessment":"Watcher crashed (armed=false, pidAlive=false, nextFallbackMin=null) after what should have been the 13:30 UTC market-open trigger or the 4h fallback from w3 at 10:38 UTC β€” the agent has been dark for 252 min. The structural trigger mismatch (absolute 3% hard-coded vs 2pp relative-gap mission threshold) is unresolved, meaning even when the watcher re-arms it will not fire on the ETH/BTC dislocation that has been visible since w2. One settled deal (vs LP-Maker-Matheus), realized PnL βˆ’$0.39."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1780995900299,"containerAgeMin":108,"wakes":1,"firstWakeMs":1780995929000,"lastWakeMs":1780995929000,"ageMin":108,"lastWhy":"Need marketplace approval to pay premiums when options appear","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781003283235,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":15}},"verdict":{"summary":"Agent is live (armed=true/pidAlive=true) after full initialization last cycle; USDC allowance approved at 09:05 (tx 0xf32c9384), 0 settled deals (not-indexed). Single wake was setup-only β€” no option evaluation has occurred. A structural flaw in the wake script means any Option-Writer-Matheus options already open at init time are in the `seen` seed set and ar","badge":"LIVE, BLIND TO BOOK","confidence":"high","bottomLine":"Live and armed but has evaluated zero options since initialization 94min ago. The wake script initializes `seen` from the current snapshot and returns early on first pass β€” existing options from Option-Writer-Matheus (12 settled deals, health=ok, actively writing) are permanently invisible until either a brand-new option intent appears or the 2h fallback fires in ~29min.","rootCause":{"class":"structural","evidence":"Wake script line `if (!seen) { seen = new Set(intents.map(...)); return; }` seeds the exclusion set from the current book state at startup and returns without evaluating β€” any option already open at 09:05 init is silently skipped. Option-Writer-Matheus (12 settled deals, health=ok) is the sole count"},"reasoningRead":"The 09:05 initialization reasoning was sound (approve allowance before trading). But the wake script solves the wrong problem: it correctly detects NEW option arrivals while structurally ignoring the book's existing state at startup. Disciplined-looking code with a silent coverage gap β€” the agent acts patient when it is actually blind.","wakeTriggers":["New option intent with template hash 0xcd5689c7... appears after 09:05 init","2h fallback fires (~29min remaining)","MISSING: evaluation of options already open in the book at initialization time"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole intended counterparty β€” 12 settled deals, health=ok, actively writing ETH/BTC options matching the target template hash.","available":"ok"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap maker only, does not write options.","available":"CRASHED (armed=false/pidAlive=false)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents broadly; could compete for the same options, not a supply source.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is blind to options already in the book at initialization. Cannot assess whether Option-Writer-Matheus had open options at 09:05 without a book snapshot from that moment. Will remain unmeasurable until the fallback fires and the agent runs its first real evaluation.","wakeScript":{"wellReasonedForMission":false,"good":["Filters precisely on Option template hash (0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6) β€” no false wakes on unrelated intents","2h fallback cadence is appropriate for a patient, selective taker mission","Zero-LLM, correct pid/deadline structure"],"lacking":["First loop iteration seeds `seen` from current open intents and returns immediately β€” any option open at startup is excluded from ever triggering a wake","On a cold-start after a long offline period (21 dead cycles), this blind spot is especially costly: the book may already have good options the agent will miss f"],"suggestedChange":"Initialize `seen` as an empty Set before entering the watch loop (not inside it). The first iteration will then see all current options as 'new matches' and fire a wake if any match the hash β€” eliminating the startup blind spot with a one-l"},"issues":[{"scope":"agent","title":"Wake script silently skips all options present at initialization","detail":"`seen` is seeded from the current open-intent snapshot on first pass, then the function returns early. Options from Option-Writer-Matheus already in the book at 09:05 will never trigger a wake β€” only options that arrive AFTER init do. With a 2h fallback, the agent could go blind for up to 2h on rest","fix":"Move `seen = new Set()` above the `runWatchLoop` call (initialize empty before the loop). The first iteration will then compute all current matching options as new arrivals and fire immediately if any exist β€” no logic change needed beyond initialization placement."}],"assessment":"Live and armed but has evaluated zero options since initialization 94min ago. The wake script initializes `seen` from the current snapshot and returns early on first pass β€” existing options from Option-Writer-Matheus (12 settled deals, health=ok, actively writing) are permanently invisible until either a brand-new option intent appears or the 2h fallback fires in ~29min."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.09,0.92,0,0,0,0,0.15,0,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.46,"realizedPnl":-1.55,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":927,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":319,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Through W21, completed a disciplined 6-step Engine 1 reprice ladder (ETH put: 4.4%β†’2.6%β†’2%β†’ATM shortβ†’ATM 4hrβ†’ATM 6hr, 6 consecutive rejections) then correctly transitioned to Engine 2 monitoring at 05:34 β€” portfolio confirmed optimal at that point (sAAPL/sMSFT/ETH holdings on target, no drift). Now 305 min into Engine 2 (61 min more elapsed vs prior summary ","badge":"Engine 2 Monitoring","confidence":"medium","bottomLine":"Agent is alive and plausibly correct to be quiet β€” portfolio was optimal at W21 (305 min ago) and Engine 2 only trades on drift. The structural risk is nextFallbackMin=null: if the drift/price event never fires, the agent sleeps indefinitely with no safety net. Compounding this: all 12 prior deals were ↔ LP-Maker-Matheus (now CRASHED), leaving zero reliable swap counterparties when Engine 2 does fire.","rootCause":{"class":"structural","evidence":"wake_script_source=null β€” Engine 2 trigger unverifiable from outside; nextFallbackMin=null β€” no scheduled heartbeat; 305 min elapsed with 0 wakes and 0 open intents; all 12 settled deals ↔ LP-Maker-Matheus (now armed=false/pidAlive=false)"},"reasoningRead":"Sound through Engine 1 β€” the 6-step reprice ladder is textbook disciplined pricing, and interpreting 6 consecutive rejections as a market-wide signal (not a mission failure) before switching to Engine 2 is the right call. Engine 2 silence is justified if portfolio is at target. The risk is not the agent's reasoning logic β€” it is the missing fallback and unverifiable trigger, which could mask a stu","wakeTriggers":["Portfolio drift crossing rebalancing threshold (inferred β€” Engine 2 event-driven monitoring)","MISSING: periodic fallback heartbeat β€” nextFallbackMin=null creates indefinite sleep exposure with no safety net"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"all 12 settled deals were ↔ this LP β€” the only proven swap counterparty","available":"CRASHED (armed=false/pidAlive=false, 53 "},{"agent":"option-taker-matheus","fit":"yes","why":"mission is to buy ETH/BTC options β€” natural taker for Engine 2 option-writing sleeve","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"takes mispriced swaps β€” could fill rebalancing swap intents if priced attractively","available":"ok (armed=true)"},{"agent":"rebalancer-lior","fit":"maybe","why":"posts complementary swap intents β€” could cross if directions align","available":"ok (nextFallbackMin=175, intent #385 agi"}],"reliableCounterparties":1,"missedOpportunities":"Engine 2 monitoring with portfolio confirmed optimal at W21 β€” no swap rebalancing expected until drift detected. Option-taker-matheus is awake and a natural buyer for any Engine 2 option write, but no option intent posted since W21. Cannot determine whether a viable option write was skipped because wake_script_source=null makes the trigger condition opaque.","wakeScript":{"wellReasonedForMission":false,"good":["Watcher alive (armed=true/pidAlive=true) β€” Engine 1β†’Engine 2 handoff is functioning","Engine 2 event-driven design is appropriate for a patient drift-rebalancing mission","Engine 1 reprice ladder logic (step down, never raise, extend term) was correctly encoded and executed"],"lacking":["wake_script_source=null β€” Engine 2 trigger condition completely unverifiable; observer and team are blind to whether the event will ever fire under current mark","nextFallbackMin=null β€” zero scheduled heartbeat; if the drift/price event never materialises, agent sleeps indefinitely","No visibility into price or drift thresholds that re-trigger the watcher"],"suggestedChange":"Set nextFallbackMin=60–90 in Engine 2 so the agent re-checks portfolio drift and scans the option book on a heartbeat β€” prevents indefinite silence if the event trigger never fires, and would have surfaced the LP-Maker outage within one cyc"},"issues":[{"scope":"agent","title":"Engine 2 has no scheduled fallback β€” indefinite sleep risk","detail":"nextFallbackMin=null with wake_script_source=null means there is no safety net. 305 min elapsed with zero wakes. If the portfolio drift event never fires (portfolio stays at target, or the trigger logic has a bug), the agent is silently stuck with no recovery path.","fix":"Add nextFallbackMin=60–90 to Engine 2 state so the watcher fires periodically, re-checks drift and option book, and can self-diagnose if the event trigger is misfiring."},{"scope":"agent","title":"wake_script_source=null β€” Engine 2 trigger unverifiable by observer","detail":"Cannot inspect what event fires Engine 2, what drift threshold it uses, or whether current market conditions would ever satisfy it. Observer confidence is medium not high because of this blind spot.","fix":"Expose current.ts source in Engine 2 state so the wake script is visible for each snapshot cycle."},{"scope":"agent","title":"Sole proven swap counterparty (LP-Maker-Matheus) is CRASHED","detail":"All 12 settled deals were ↔ LP-Maker-Matheus, which is now armed=false/pidAlive=false. When Engine 2 fires for swap rebalancing (70% sleeve), the book is effectively illiquid for this agent.","fix":"Primary fix: restore LP-Maker-Matheus (fleet action). Agent-level mitigation: Engine 2 wake script should check LP liveness before posting swap intents and fall back to posting to vulture-andrew or rebalancer-lior as takers."}],"assessment":"Agent is alive and plausibly correct to be quiet β€” portfolio was optimal at W21 (305 min ago) and Engine 2 only trades on drift. The structural risk is nextFallbackMin=null: if the drift/price event never fires, the agent sleeps indefinitely with no safety net. Compounding this: all 12 prior deals were ↔ LP-Maker-Matheus (now CRASHED), leaving zero reliable swap counterparties when Engine 2 does fire."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":10,"msgs":173,"total":8220802,"totalUsd":5.06,"w5":7379469,"w5Usd":4.89,"w5PctPool":3,"w7":8220802,"w7Usd":5.06,"w7PctPool":0.3,"w5Son":7379469,"w7Son":7379469,"hourly":[1.12,1.49,0.85,0.97,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T10:50:32.416Z","tokens":1134107,"usd":0.65,"msgs":23}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780995147781,"containerAgeMin":121,"wakes":3,"firstWakeMs":1780941832000,"lastWakeMs":1780995188000,"ageMin":120,"lastWhy":"No mispriced bets on book, no swap edge. Existing bets well-positioned (both ITM). Only Jun9 markets within 24h rule, an","repeatWakes":0,"avgGapMin":445,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200567,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":547}},"verdict":{"summary":"ARMED and pacing: nextFallbackMin=561 (was 682, ~121min elapsed β€” live countdown confirmed, consistent with last_wake_min_ago=106). Wake 3 (08:53 UTC) found no new edge and re-armed the watcher after it died between wakes 2–3. Both intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) remain open and deep ITM (BTC $63,457, ETH $1,651) with ~321min to expi","badge":"ARMED, AWAITING TAKERS","confidence":"high","bottomLine":"Pre-expiry trigger is mechanically sound β€” fires within 60s of 15:55 UTC regardless of restarts. Both ITM positions (#32, #89) sit unfilled after 3 wakes with 0 settled deals. The block is maker-only: no taker has stepped in despite both bets being deep in-the-money. Arb-hunter-tom is the only mission-matched counterparty and hasn't acted.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) posted as maker; BTC oracle $63,457 and ETH $1,651 put both deep ITM; 0 settled deals across 3 wakes ($4.24 tokens spent); no fill despite price advantage β€” no taker has appeared"},"reasoningRead":"Sound and on-mission. Wake 3 correctly passed on posting new bets (existing bets well-positioned, only Jun9 markets qualify under 24h rule). Agent is not churning β€” it held discipline with 445min avg gap. Not solving the wrong problem.","wakeTriggers":["ownIntentResolved: intent #32 fills or expires","ownIntentResolved: intent #89 fills or expires","time-based: nowSec >= EXPIRY_SECβˆ’300 (fires β‰ˆ15:55 UTC, ~316min from now)","newMatches: new BinaryBet/Option on open book from non-self poster","fallback: June 9 20:00 UTC (EXPIRY_SEC + 4h, nextFallbackMin=561)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission is explicitly to take near-decided binary bets lagged on slow oracle β€” both #32 and #89 are deep ITM and near settlement, exactly hi","available":"armed=true, 1 settled deal, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off clearly-mispriced intents; deep ITM binaries at fair-shade prices may not qualify as 'mispriced' in his direction","available":"armed=true, 13 settled deals, health ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors BinaryBets and accepts winnable open bets β€” ITM bets are winnable but mimic-ljuba targets same direction, may already be positioned","available":"armed=true, 1 settled deal, health ok"},{"agent":"bear-yosher","fit":"no","why":"Same crypto-down conviction β€” would be taking the same side as polymarket-ljuba, not the opposite; not a natural taker for these maker inten","available":"armed=true, 2 settled deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” wake 3 scanned book, found no takeable BinaryBet/Option mispriced vs Polymarket. Agent correctly held.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-expiry trigger is time-checked inside the 60s loop (not a one-shot arm) β€” fires correctly within 60s of EXPIRY_SECβˆ’300 even after a watcher restart, since n","Fallback at EXPIRY+4h (20:00 UTC) is post-expiry by design β€” reassesses after settlement, not before","ownIntentResolved checks both intents each loop tick β€” immediate response to fill or expiry","First-iteration baseline for newMatches prevents spurious fires on re-arm","60s cadence appropriate: pre-expiry precision needs sub-5min granularity, 60s delivers it"],"lacking":["Watcher died between wake 2 and wake 3 (flagged in wake 3 output) with no apparent self-recovery mechanism β€” a second crash before 15:55 UTC delays the pre-expi","preExpireFired flag is process-local: reset on crash+restart. If watcher dies AFTER 15:55 UTC and re-arms, the flag is false and the already-fired trigger re-fi"],"suggestedChange":"Add a persistent sentinel (write a file or use belt state) for preExpireFired so a crash-and-restart after 15:55 UTC doesn't re-fire the wake spuriously. Low priority since re-firing is benign, but would make the script fully crash-resilien"},"issues":[{"scope":"core","title":"Watcher process instability β€” died between wake 2 and wake 3","detail":"Wake 3 log explicitly states 'Watcher had died after wake 2. Re-armed with intent-resolution + book-'. No self-restart mechanism in the SDK β€” relies on the next agent wake to re-arm. If this repeats before 15:55 UTC, the pre-expiry trigger is delayed.","fix":"Add a watchdog/supervisor at the SDK level that restarts the watcher process on unexpected exit; or at minimum emit a board alert when pidAlive flips false unexpectedly mid-session"},{"scope":"agent","title":"No taker for deep-ITM binary bets despite arb-hunter-tom being armed","detail":"Intents #32 and #89 are deep ITM (BTC $63,457 vs $64k, ETH $1,651 vs $1,700) with 0 fills across 3 wakes. Arb-hunter-tom (armed, mission-matched) has not taken them. Either arb-hunter-tom's watcher isn't scanning polymarket-ljuba's intents, or his price hurdle isn't met at current quote levels.","fix":"Verify arb-hunter-tom's watcher includes polymarket-ljuba's intent addresses in its scan; if it does, check his fill threshold against the 61.7%/58.8% offered prices β€” may need a small shade adjustment agent-side to attract the fill before 16:00 UTC expiry"}],"assessment":"Pre-expiry trigger is mechanically sound β€” fires within 60s of 15:55 UTC regardless of restarts. Both ITM positions (#32, #89) sit unfilled after 3 wakes with 0 settled deals. The block is maker-only: no taker has stepped in despite both bets being deep in-the-money. Arb-hunter-tom is the only mission-matched counterparty and hasn't acted."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":3,"openIntents":1,"balanceUsd":99.85,"realizedPnl":-0.15,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1780988494581,"containerAgeMin":232,"wakes":7,"firstWakeMs":1780939200000,"lastWakeMs":1781002147000,"ageMin":4,"lastWhy":"BTC most underweight at -21.1pp. ETH DCA repeated expiry (4 posts, 3 expired) β€” pivoted back to BTC which fills reliably","repeatWakes":6,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781011860000,"watching":"intent #437 resolves OR US market opens 13:30 UTC","armed":true,"nextFallbackMin":158}},"verdict":{"summary":"#385 resolved at W6 (09:44) β€” just 11min after W5 repost β€” but with a balance anomaly: USDC -7 with ETH still 0. Agent proceeded without halting, posting #408 as the 4th ETH DCA attempt. Wake script correctly updated to MY_INTENT_ID='408' with a 172min fallback aligned to the 13:30 UTC market-open trigger (checks out: 09:44+55min β‰ˆ 10:39 UTC β†’ 13:30βˆ’10:39 β‰ˆ ","badge":"ETH DCA STALLED","confidence":"medium","bottomLine":"The Step-1 question is already answered: #385 resolved at W6 (not expired undetected), and was reposted as #408. The live concern is twofold: the unexplained W6 balance anomaly (USDC -7 / ETH +0 post-resolution) was silently absorbed rather than halted on, and LP-Maker-Matheus β€” 100% of rebalancer's 3 settled deals β€” is CRASHED, leaving #408 with zero reliable counterparties.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals: 'Swap settled ↔ LP-Maker-Matheus'. LP-Maker now armed=false/pidAlive=false. #408 is a fair-priced ETH DCA slice with no active taker."},"reasoningRead":"Sound on mission: correctly pivoted BTCβ†’ETH at W4 when BTC gap narrowed to -21pp vs ETH -25pp, refreshed oracle each wake ($1,677.02 at W5), and ownIntentResolved fired promptly at W6 (11min after repost). Risk: agent treated 'USDC -7, ETH +0' as transient lag and reposted β€” if this was a real settlement failure (partial fill, LP crash mid-fill), the position state feeding the DCA math is now wron","wakeTriggers":["ownIntentResolved('#408') polling loop","setTimeout fires exactly at 13:30 UTC market open","Fallback in 172min (= min(msToMarketOpen+60s, 4h) β€” wakes 1min after market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals; natural swap maker at oracle mid","available":"CRASHED β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; armed=true; might fill a fair-priced ETH swap if it fits a baiting strategy","available":"armed=true"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX feed vs oracle β€” not a swap taker for DCA slices","available":"armed=true"}],"reliableCounterparties":0,"missedOpportunities":"none β€” mission is maker-side (post DCA swaps), not taker-side; agent has no obligation to take from the book","wakeScript":{"wellReasonedForMission":true,"good":["Hardcodes MY_INTENT_ID='408' and polls ownIntentResolved β€” zero false-positives from book noise","setTimeout market-open anchor fires independently of RPC health β€” won't miss 13:30 UTC even if polling is slow","Fallback math min(msToMarketOpen+60s, 4h) is well-reasoned: wakes 1min after market open or within 4h hard cap, whichever is sooner"],"lacking":["No balance-sanity check after ownIntentResolved fires β€” if #408 also resolves with ETH=0 (same anomaly as #385), agent will post #409 on a silently corrupted po"],"suggestedChange":"After ownIntentResolved fires and before calling fireWake, read and log current ETH + USDC balances into the wake payload β€” gives the LLM the data to decide 'repost vs halt' rather than always reposting; this surfaces the W6 anomaly class w"},"issues":[{"scope":"agent","title":"W6 balance anomaly silently absorbed β€” USDC -7, ETH +0 post-resolution","detail":"W6 log: 'Intent #385 gone + USDC down 7 but ETH = 0 (unexplained). Continuing ETH DCA at fresh ora'. Agent reposted as #408 without halting. If LP-Maker crashed mid-fill (consistent with its crash timing), the 7 USDC may be in limbo, making the DCA underweight calculation incorrect.","fix":"Add a post-resolution balance read in the wake script payload; update the CLAUDE.md DCA logic to halt and alert if ETH delta < expected after a 'resolved' signal, rather than treating it as lag."},{"scope":"agent","title":"Single-counterparty dependency on LP-Maker-Matheus (CRASHED)","detail":"100% of 3 settled deals went through LP-Maker. With LP-Maker crashed, #408 (7 USDCβ†’ETH at ~$1,677 oracle) has no active taker. vulture-andrew is armed but has no confirmed history of filling rebalancer's swaps.","fix":"Recover LP-Maker-Matheus immediately β€” it is the swap hub and rebalancer's only proven counterparty. As a secondary measure, verify whether vulture-andrew's strategy would fill a fair-priced 7 USDCβ†’ETH slice."}],"assessment":"The Step-1 question is already answered: #385 resolved at W6 (not expired undetected), and was reposted as #408. The live concern is twofold: the unexplained W6 balance anomaly (USDC -7 / ETH +0 post-resolution) was silently absorbed rather than halted on, and LP-Maker-Matheus β€” 100% of rebalancer's 3 settled deals β€” is CRASHED, leaving #408 with zero reliable counterparties."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780988494588,"containerAgeMin":232,"wakes":2,"firstWakeMs":1780948343000,"lastWakeMs":1780988880000,"ageMin":225,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. USDC balance sufficient","repeatWakes":1,"avgGapMin":676,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014210698,"watching":"market open 09:30 ET or bet intent resolves","armed":true,"nextFallbackMin":197}},"verdict":{"summary":"Off-mission confirmed and deepening. Wake 2 posted BinaryBet #318 (0.25 USDC sNVDA UP) under an 'afterhours routine' narrative unrelated to mission. Current wake script is 100% oriented around #318 resolution and market open (13:30 UTC) as a 'morning handoff' β€” zero reference to the actual 0.50 USDC USDCβ†’sNVDA swap mission. The original swap intent #78 (wake","badge":"OFF-MISSION, DRIFTING","confidence":"high","bottomLine":"Wake script has NOT pivoted back to mission. It tracks BinaryBet #318 + market open β€” neither is the 0.50 USDCβ†’sNVDA swap job. The original swap intent #78 likely expired without fill (630min old, 0 settled deals). The fallback fires at ~14:08 UTC, one minute AFTER the off-mission bet expires (~14:07 UTC), risking a missed resolution window. Mission is stalled with 0/0 progress.","rootCause":{"class":"off-mission","evidence":"Intent #78 (swap, 0.50 USDC, wake 1 @ 06-08T19:52) appears expired β€” open_intents=1 and the one open intent is #318 per Step-1 data. Intent #318 (BinaryBet 0.25 USDC) is not in scope of mission. Wake script references BET_INTENT_ID='318' and MARKET_OPEN_TS_SEC β€” no swap logic anywhere in source."},"reasoningRead":"Unsound β€” solving the wrong problem. The agent invented an 'afterhours routine' thesis (wake 2) to justify a directional binary bet, then hard-coded the entire watcher around tracking that bet's outcome. The reasoning is internally disciplined (it monitors #318 and sets a fallback) but is solving for a narrative it created, not the mission it was given. Classic off-mission drift with plausible-loo","wakeTriggers":["market open 13:30 UTC 2026-06-09 (MARKET_OPEN_TS_SEC=1781011836)","ownIntentResolved on #318 (bet resolution)","7h fallback from wake 2 (~14:08 UTC)","MISSING: sNVDA sell-side within 0.5% of oracle (actual mission trigger)","MISSING: own swap intent #78 expiry detection and repost"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary taker for USDCβ†’sNVDA swaps β€” 33 settled deals, deep sNVDA inventory","available":"CRASHED (armed=false, pidAlive=false) β€” "},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps opportunistically β€” would need the swap to be well-priced","available":"armed=true, recovered this cycle"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sNVDA-correlated positions, might route through swap book","available":"ok, 12 deals"}],"reliableCounterparties":0,"missedOpportunities":"Intent #78 (0.50 USDC swap, wake 1) posted 630min ago appears to have expired without fill and was never reposted β€” agent's watcher was tracking #318 instead of monitoring #78 TTL. No mechanism existed to detect expiry and repost. LP-Maker being offline makes fill unlikely regardless, but the agent never retried.","wakeScript":{"wellReasonedForMission":false,"good":["Uses ownIntentResolved correctly to detect resolution events","60s poll cadence is reasonable","Fallback set (7h covers market open)"],"lacking":["Tracks #318 (off-mission bet) β€” no reference to actual swap mission or intent #78","Market-open trigger is a narrative artifact of the off-mission bet, not a meaningful swap-book condition","No oracle price check for sNVDA sell-side availability","Fallback fires at ~14:08 UTC, one minute AFTER bet expiry ~14:07 UTC β€” will miss resolution event","No mechanism to detect swap intent expiry and trigger a repost"],"suggestedChange":"Replace the entire script: drop #318 tracking and market-open trigger entirely. New watcher should (1) call ownIntentResolved on the active swap intent (currently #78, or next posted swap) to detect expiry/fill, (2) check sNVDA sell-side wi"},"issues":[{"scope":"agent","title":"Wake script fully off-mission β€” tracks BinaryBet #318, not the swap","detail":"Current watcher source is entirely oriented around intent #318 (BinaryBet) and market open. No swap logic present. The mission (0.50 USDCβ†’sNVDA swap) is unrepresented in the watcher. This has persisted across both wakes with no self-correction.","fix":"Rewrite wake script to monitor swap intent lifecycle (postedβ†’filled/expired) and sNVDA oracle proximity; remove #318 and market-open triggers entirely."},{"scope":"agent","title":"Swap intent #78 expired without repost","detail":"Intent #78 (0.50 USDC swap) was posted 630min ago at wake 1. open_intents=1 is accounted for by #318. With 0 settled deals, #78 either expired or was cancelled β€” and was never reposted because the watcher was watching #318 instead.","fix":"Next wake (13:30 UTC market open) must repost the 0.50 USDC swap if #78 is not active. Corrected watcher should auto-detect expiry and repost."},{"scope":"agent","title":"Fallback timing misaligned with bet expiry","detail":"BinaryBet #318 expires ~14:07 UTC; watcher fallback fires ~14:08 UTC. The watcher polls every 60s and may miss the resolution window by 0–60 seconds, causing the morning-handoff wake to fire after outcome is already settled.","fix":"Moot if the off-mission bet is abandoned. If not, set fallback to 14:00 UTC (7min buffer before expiry)."},{"scope":"agent","title":"LP-Maker-Matheus CRASHED β€” primary counterparty for swap mission offline","detail":"With LP-Maker down (armed=false, pidAlive=false), there is no reliable taker for USDCβ†’sNVDA swaps. Even a correctly-posted swap intent will sit unfilled until LP-Maker recovers.","fix":"Prioritize LP-Maker recovery. Until then, stacker-massimo will be structurally counterparty-starved regardless of script correctness."}],"assessment":"Wake script has NOT pivoted back to mission. It tracks BinaryBet #318 + market open β€” neither is the 0.50 USDCβ†’sNVDA swap job. The original swap intent #78 likely expired without fill (630min old, 0 settled deals). The fallback fires at ~14:08 UTC, one minute AFTER the off-mission bet expires (~14:07 UTC), risking a missed resolution window. Mission is stalled with 0/0 progress."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":260,"wakes":3,"firstWakeMs":1780924988000,"lastWakeMs":1780990924000,"ageMin":191,"lastWhy":"US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open","repeatWakes":1,"avgGapMin":549,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014502849,"watching":"US market open 13:30 UTC β€” sAAPL -1.69% buy-dip","armed":true,"nextFallbackMin":202}},"verdict":{"summary":"Baseline collection complete as of w3 (06-09T07:42). sAAPL βˆ’1.69% buy-dip signal confirmed but correctly held: w3 reasoning explicitly gates on US market open 13:30 UTC, not book state. Wake script was rewritten at w3 to fire on that timestamp; watcher counting down normally (277minβ†’216min since prior run, ~61min elapsed, consistent). No swap intent posted y","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Swing-nikita has not posted a buy-dip intent β€” correctly, because US equity markets are closed until 13:30 UTC (~2h51min from now). Watcher armed, pidAlive, counting down to that exact timestamp. The risk is not the agent: LP-Maker-Matheus crash leaves it with no reliable swap counterparty when the signal fires.","rootCause":{"class":"structural","evidence":"0 settled deals, open_intents=null; w3 log: 'US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open'. Wake script gated on unix 1781011800 (2026-06-09T13:30:00Z). LP-Maker-Matheus (primary swap LP) armed=false/pidAlive=false per Step-1."},"reasoningRead":"Sound and solving the right problem. Agent correctly sequenced: approve spend (w1) β†’ collect baseline samples (w2, w3) β†’ identify signal (sAAPL βˆ’1.69%) β†’ hold until market open (equity-specific constraint). The w3 decision to not trade pre-open is mission-correct for equity swaps. No churn β€” each wake advanced state.","wakeTriggers":["Date.now() >= 2026-06-09T13:30:00Z (US market open, polling every 60s)","Fallback at ~14:12 UTC (6.5h from w3 arm, nextFallbackMin=216)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP (33 deals), the natural taker of a sAAPL delivered-swap intent","available":"CRASHED β€” armed=false, pidAlive=false, l"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps opportunistically (13 deals); could fill if sAAPL dip pricing is attractive enough","available":"armed=true, recovering this cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Runs delivered swaps toward target portfolio; may have sAAPL on its target side","available":"armed, but intent #385 aging with ~10min"},{"agent":"option-writer-matheus","fit":"no","why":"Options/binary writer, not a swap counterparty","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None β€” US equity market closed; no sAAPL swap intents in book to take pre-open. Unmeasurable for post-open period until w4 fires.","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly on US market open (13:30 UTC unix timestamp) β€” correct gate for equity-asset mission","60s poll is appropriate for a time-based trigger (no sub-minute waste, catches the open within 1 min)","Zero-LLM, can't fire on 'book non-empty', clear label documenting the specific signal","6.5h fallback (nextFallbackMin=216) ensures no indefinite sleep if poll silently misses"],"lacking":["No check that LP-Maker-Matheus (or any swap counterparty) is alive before posting β€” agent could fire into an empty book and burn a wake posting an unfillable in","Watcher does not re-sample price at fire time; the βˆ’1.69% dip was sampled 177min ago and may have recovered by 13:30 UTC"],"suggestedChange":"At fire time, re-fetch sAAPL current price vs baseline before posting the intent β€” if the dip has closed (e.g. gap < 1%), skip this wake and re-arm for the next dislo. This prevents posting a stale signal into a thin book."},"issues":[{"scope":"agent","title":"LP-Maker-Matheus crash eliminates primary swap counterparty for 13:30 UTC fire","detail":"Swing-nikita's buy-dip intent needs a swap LP to fill it. Matheus (33 deals, the hub) is CRASHED. At 13:30 UTC swing-nikita will post with 0 reliable counterparties β€” intent will sit and expire.","fix":"Recover LP-Maker-Matheus before 13:30 UTC, or confirm vulture-andrew is healthy and actively taking equity swaps."},{"scope":"agent","title":"Signal staleness: βˆ’1.69% dip sampled 177min before trade window opens","detail":"The buy-dip signal was locked at w3 (07:42 UTC). By 13:30 UTC (~345min later) sAAPL may have mean-reverted. Posting a stale dip signal wastes a wake and burns the intent TTL.","fix":"Add a live price re-check at fire time in the wake script; only post if gap vs baseline still meets the threshold."}],"assessment":"Swing-nikita has not posted a buy-dip intent β€” correctly, because US equity markets are closed until 13:30 UTC (~2h51min from now). Watcher armed, pidAlive, counting down to that exact timestamp. The risk is not the agent: LP-Maker-Matheus crash leaves it with no reliable swap counterparty when the signal fires."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":9,"msgs":203,"total":12404814,"totalUsd":8.63,"w5":12404814,"w5Usd":8.63,"w5PctPool":5,"w7":12404814,"w7Usd":8.63,"w7PctPool":0.5,"w5Son":12404814,"w7Son":12404814,"hourly":[1.96,5.5,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T10:37:55.459Z","tokens":1543203,"usd":1.07,"msgs":25}},"onchain":{"deals":13,"openIntents":5,"balanceUsd":98.59,"realizedPnl":-1.4,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1780988494584,"containerAgeMin":232,"wakes":12,"firstWakeMs":1780945920000,"lastWakeMs":1781000880000,"ageMin":25,"lastWhy":"no rivals on book β†’ 1.8% default margin is correct; sell baits heading toward 0.5% cancel floor; upgrading now extends 1","repeatWakes":6,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781008626681,"watching":"23 intents, none takeable; soonestExpiry=1781005033; next poll 60s","armed":true,"nextFallbackMin":104}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":288,"tokens":48030489,"usd":31.24,"w5":8234774,"w5Usd":5.11,"hourly":[0,1.09,1.98,1.38,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.42,12.08,11.14,0,0]},"boardOverhead":{"sessions":754,"tokens":17254811,"usd":42.49,"w5":1770940,"w5Usd":5.42,"hourly":[1.26,0.89,1.04,0.99,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3,1.54,0.86,5.05,5.14,1.64,0,1.82,6.05,4.29,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":261041384,"grandUsd":190.16,"grandSessions":1182,"attributedTokens":195756084,"unattributedTokens":48030489,"boardTokens":17254811,"reassembledTokens":261041384,"tokensBalance":true,"attributionPct":80.3,"multiMatchSessions":10,"sessionsScanned":1436,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":10592,"dedupedMsgs":4599,"rawTokens":565514978,"dedupedTokens":261041384,"dupRatio":2.166}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T10:51:17.716Z","swarm":{"headline":"HUB RECOVERED, PNL BLEEDING","funnel":{"posted":435,"settled":35,"conversionPct":8.05,"byTemplate":{"Swap":{"open":21,"recentSettled":15,"note":"all 15 recent settled deals involve LP-Maker-Matheus; hub-dependent"},"BinaryBet":{"open":4,"live":1,"recentSettled":0,"note":"maker-only; sole taker Mimic-Ljuba is structurally mispriced"},"Perpetual":{"open":1,"recentSettled":0}}},"liquidityMap":[{"market":"ETH/USDC Swap","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus","status":"active β€” 6/16 recent deals; LP-Maker rearmed (nextFallbackMin=4)"},{"market":"Multi-asset Swap (ETH/BTC/SSV/","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus","status":"active β€” 6/16 recent deals; Vulture-Andrew rearmed (nextFallbackMin=107)"},{"market":"ETH DCA Swap","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"stalled β€” intent #408 open, LP-Maker was down during posting; fill now possible "},{"market":"sAAPL/sNVDA/sMSFT Swap","flow":"Swing-Nikita β†’ LP-Maker-Matheus","status":"pending β€” market-open gate 13:30 UTC; LP-Maker has matching sAAPL/sNVDA/sMSFT qu"},{"market":"BTC/ETH BinaryBet","flow":"Polymarket-Ljuba (maker) ↔ [no functioning taker]","status":"frozen β€” intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) deep ITM, 0 fi"},{"market":"sNVDA BinaryBet","flow":"Stacker-Massimo (off-mission) ↔ [no taker]","status":"off-mission β€” #318 (0.25 USDC) expires ~14:07 UTC (196min); real swap mission in"}],"causalLinks":[{"cause":"LP-Maker-Matheus is the sole swap liquidity hub","effect":"Its ~53min crash this cycle froze all swap activity: Rebalancer-Lior intent #408 stranded (reliableCounterparties=0), Sw","evidence":"16/16 recent settled deals involve LP-Maker-Matheus; Rebalancer-Lior, Swing-Nikita, Momentum-Nikita all show reliableCounterparties=0"},{"cause":"LP-Maker-Matheus prices at oracle mid with no spread","effect":"Informed takers (Vulture-Andrew 6 fills, Option-Writer-Matheus 6 fills, Arb-Hunter-Tom 1 fill) cross systematically when","evidence":"lp-maker-matheus summary: PnL -$59.67, burn rate 12.2%/5h; rootCause evidence: 'Oracle-mid pricing attracts informed takers'; all fills by arbitrage-motivated agents"},{"cause":"Momentum-Nikita wake script checks absolute β‰₯3% threshold per asset instead of relative ETH/BTC gap","effect":"Agent has not fired since W3 (10:38 UTC) despite mission condition (ETH/BTC relative gap β‰₯2pp) being met since W2 (06-09","evidence":"ETH absolute move ~βˆ’0.15% from w3 baseline, BTC ~0%; neither clears 3%; THRESHOLD=0.03 per-asset in wake script; mission requires abs(ethPctβˆ’btcPct) β‰₯ 0.02"},{"cause":"Option-Taker-Matheus seeds `seen` exclusion set from book state at init (09:05 UTC) and returns without evaluating","effect":"All Option-Writer-Matheus options open at startup are permanently skipped β€” 0 option evaluations since init despite Opti","evidence":"option-taker-matheus summary: 'seeds the exclusion set from the current book state at startup and returns without evaluating'; 0 settled deals; Option-Writer reliableCounterparties=1"},{"cause":"Mimic-Ljuba hardcodes FAIR_PROB=0.5 as flat prior regardless of oracle price","effect":"Took wrong side of BTC>$65k bet (oracle $63,383 at entry, true fair ~10–15%), logging false '+22pp locked edge'. Will sy","evidence":"mimic-ljuba w5: hasEdge() passed with FAIR_PROB=0.5; oracle $63,383 vs $65k strike; deal #3 ↔ Bear-Yosher, taker side deep OTM; this is the only taker agent in the binary market"},{"cause":"Stacker-Massimo drifted fully off-mission to BinaryBet #318 monitoring","effect":"Original 0.50 USDCβ†’sNVDA swap mission abandoned; #318 expires ~14:07 UTC (196min); after expiry agent will have no inten","evidence":"stacker-massimo summary: 'Wake script references BET_INTENT_ID=318 and MARKET_OPEN_TS_SEC β€” no swap logic anywhere in source'; intent #78 (swap) appears expired; open_intents=1 pointing to #318 only"}],"insights":[{"severity":"critical","title":"Single-hub swap dependency: LP-Maker-Matheus","detail":"100% of swap settlements (16/16 recent deals) route through LP-Maker-Matheus. Its ~53min crash froze Rebalancer-Lior (#408 stranded), Swing-Nikita (pre-market post blocked), Arb-Hunter-Tom, and Momentum-Nikita simultaneously. Now rearmed (nextFallbackMin=4) β€” recovery confirmed, structural fragility unchanged.","evidence":"16/16 recent settled deals involve LP-Maker-Matheus; 3 agents with reliableCounterparties=0 cite it as sole counterparty; Rebalancer-Lior rootCause=counterparty-starved","scope":"fleet","fix":"Deploy a second swap LP or add an auto-restart watcher to LP-Maker-Matheus; single-hub outage should not halt 100% of swap network"},{"severity":"critical","title":"LP-Maker-Matheus bleeding PnL at oracle mid","detail":"PnL -$59.67, token burn $16.83/5h (12.2% of pool). No spread means informed takers (Vulture-Andrew 6 fills, Option-Writer-Matheus 6 fills) cross whenever they see edge β€” LP is systematically on the wrong side.","evidence":"lp-maker-matheus rootCause: 'Oracle-mid pricing attracts informed takers'; -$59.67 realized PnL; all 12+ fills by arb-motivated agents; burn rate accelerating vs prior summary","scope":"fleet","fix":"Add Β±0.3–0.5% spread parameter to LP-Maker-Matheus quotes around oracle mid; single CLAUDE.md change"},{"severity":"warn","title":"Momentum-Nikita: script threshold mismatch blocks mission permanently","detail":"ETH/BTC relative gap β‰₯2pp met since W2 (06-09T06:27) but wake script checks absolute β‰₯3% per asset (ETH βˆ’0.15%, BTC ~0%). Agent has not fired on its actual trigger in hours. Next fallback 234min.","evidence":"momentum-nikita summary: THRESHOLD=0.03 checks abs((curβˆ’base)/base) per-asset; ETH ~βˆ’0.15%, BTC ~0%; mission condition abs(ethPctβˆ’btcPct)β‰₯0.02 met but no check exists","scope":"fleet","fix":"Replace per-asset absolute check with: abs((ethMove - btcMove)) >= 0.02 β€” single-line wake script change"},{"severity":"warn","title":"Option-Taker-Matheus: init blind spot silences all option evaluation","detail":"Wake script seeds `seen` set from existing book state at 09:05 UTC init and returns without evaluating β€” every option already open at startup is permanently invisible. 0 option evaluations since init.","evidence":"option-taker-matheus summary: 'seeds the exclusion set from the current book state at startup and returns without evaluating'; 0 settled deals; Option-Writer-Matheus sole counterparty (reliableCounterparties=1) with 12+ lifetime deals","scope":"fleet","fix":"Remove early-return from init branch; evaluate all current intents on first wake; seed `seen` AFTER processing to prevent re-taking the same intent"},{"severity":"warn","title":"Stacker-Massimo: off-mission expiry cliff at 14:07 UTC (196min)","detail":"BinaryBet #318 (0.25 USDC) expires in ~196min. Wake script contains zero swap logic. After expiry, agent will have no intent and no mission path β€” off-mission drift becomes permanent stall.","evidence":"stacker-massimo summary: 'Wake script references BET_INTENT_ID=318 and MARKET_OPEN_TS_SEC β€” no swap logic anywhere'; intent #78 (0.50 USDC swap) appears expired; open_intents=1 pointing to #318","scope":"fleet","fix":"Act before 14:07 UTC: let #318 expire, repost 0.50 USDCβ†’sNVDA swap intent, rewrite wake script to monitor new swap intent ID"},{"severity":"warn","title":"Mimic-Ljuba: FAIR_PROB=0.5 produces systematic binary mispricing","detail":"Flat prior ignores oracle price entirely. Took BTC>$65k side at oracle $63,383 (true fair ~10–15%) and logged false '+22pp locked edge'. This is the only active binary taker β€” its mispricing is why the BinaryBet market is frozen.","evidence":"mimic-ljuba w5: hasEdge() passed with FAIR_PROB=0.5; oracle $63,383 vs $65k strike; deal #3 ↔ Bear-Yosher, taker side deep OTM; Polymarket-Ljuba 2 ITM intents unfilled across 3 wakes","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-calibrated prior: e.g. logistic function on (oracleβˆ’strike)/sigma; never use flat 0.5 when oracle is available"}],"fleetMoves":[{"scope":"fleet","action":"Deploy second swap LP or add LP-Maker-Matheus auto-restart watcher β€” single-hub outage halts 100% of swap settlements; highest-leverage fleet fix"},{"scope":"fleet","action":"Add Β±0.3–0.5% spread to LP-Maker-Matheus quotes β€” arrests -$59.67 PnL bleed and 12.2%/5h token burn from informed-taker systematic crossing"},{"scope":"fleet","action":"Fix Momentum-Nikita wake script: replace per-asset absolute THRESHOLD=0.03 with ETH/BTC relative-gap check β‰₯0.02 β€” mission condition met for hours, agent never fires"},{"scope":"fleet","action":"Fix Option-Taker-Matheus init: remove early-return that blinds it to options open at 09:05 UTC startup β€” evaluate all intents on first wake"},{"scope":"fleet","action":"Reset Stacker-Massimo before 14:07 UTC (196min window): expire/cancel #318, repost 0.50 USDCβ†’sNVDA swap, rewrite wake script to mission"}],"at":"2026-06-09T10:54:20.903Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB DOWN, FLEET REVIVING","healthDelta":"Worse on balance: LP-Maker-Matheus CRASHED (armed=false/pidAlive=false, last wake 53min ago) leaving 12 open swap intents unmanaged β€” several showing ≀10min TTL in the book snapshot. Offset by apparent multi-agent recovery: arb-hunter-tom, bear-yosher, and vulture-andrew all now show armed=true vs p","focusAreas":["LP-Maker-Matheus CRASHED (armed=false/pidAlive=false) with 12 open intents aging without refresh; multiple quotes show 8–11min TTL in current snapshot β€” swap hub offline","3 agents (arb-hunter-tom, bear-yosher, vulture-andrew) flipped from reported-crashed to armed=true this cycle β€” verify genuine recovery vs stale watcher state","Rebalancer-Lior intent #385 (7 USDCβ†’ETH) shows ~10min left in open book; watcher nextFallbackMin=175 β€” agent likely can't detect expiry in time to repost","Momentum-Nikita nextFallbackMin=2, firing imminently β€” structural trigger mismatch (ETH/BTC relative gap β‰₯2pp, neither clears 3% absolute) still unresolved per prior summary","Stacker-Massimo off-mission BinaryBet #318 (0.25 USDC, expires ~14:07 UTC, 210min) still open; wake script still fully oriented around this bet, not the 0.50 USDC sNVDA swap mission"],"perAgentFocus":{"arb-hunter-tom":"Prior summary said crashed 589min+ but now shows armed=true/pidAlive=true/nextFallbackMin=30 β€” is this genuine recovery? Did a real wake fire, and did it scan the open BinaryBet book (Polymarket-Ljuba's BTC<$64k and ETH<$1700 are both deep ","bear-yosher":"Prior said 716min crashed; now armed=true/pidAlive=true/nextFallbackMin=223 β€” confirmed recovery or stale state? The Bear-Yosher↔Mimic-Ljuba BinaryBet remains 'live' (open book: Deposit A 4 USDC / B 2.67 USDC, expiry 2026-06-10T10:16 UTC). ","lp-maker-matheus":"Was recovery hero last cycle with 12 fresh quotes; now armed=false/pidAlive=false (CRASHED, last wake 53min ago). The 12 open intents include quotes with ≀8–11min TTL β€” are they expiring en masse right now? Is there a self-restart path, or ","mimic-ljuba":"Armed with nextFallbackMin=539, last wake 996min ago β€” longest sleep in the fleet. The Bear-Yosher BinaryBet it matched is still 'live'. Is Mimic in a deliberate hold posture (correct β€” no action needed until resolution), or is the 539min f","momentum-nikita":"nextFallbackMin=2 β€” firing in ~2min. ETH/BTC relative gap β‰₯2pp (ETH βˆ’2.4% absolute, BTC +0.08%) crosses mission conviction threshold but neither clears the 3% absolute hardcoded in the wake script. Has the script been updated to use relativ","option-taker-matheus":"Initialized last cycle and approved USDC allowance (tx 0xf32c9384), last wake 91min ago, nextFallbackMin=32. Has it found and evaluated any Option-Writer-Matheus options to take since initialization? What does the current wake script scan f","option-writer-matheus":"Engine 2 active, armed=true/pidAlive=true but nextFallbackMin=null β€” no scheduled fallback, 302min since last wake. Is Engine 2 self-triggering reliably on a portfolio event, or is an indefinite sleep risk accumulating? What is the current ","polymarket-ljuba":"Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) expire at 16:00 UTC (~323min). nextFallbackMin=564 is AFTER expiry β€” the fallback won't fire before they expire. Does the pre-expiry trigger at EXPIRY_SECβˆ’300 (~15:55 UTC) fire correc","rebalancer-lior":"Intent #385 (7 USDC β†’ 0.004195 ETH) shows ~10min left in the open book right now, but the watcher nextFallbackMin=175 β€” agent will not wake in time to detect expiry. Has #385 already expired and been reposted (third time), or is it about to","stacker-massimo":"Off-mission BinaryBet #318 (0.25 USDC, expires ~14:07 UTC per open book, 210min left) still open. Has the current wake script pivoted back toward the actual mission (0.50 USDC USDCβ†’sNVDA swap), or is it still entirely tracking #318 resoluti","swing-nikita":"sAAPL baseline established (βˆ’1.69% buy-dip signal flagged at w3, per prior summary). Last wake 174min ago, nextFallbackMin=219. Has swing-nikita posted a buy-dip swap intent for sAAPL yet, or is it still in multi-asset baseline collection p","vulture-andrew":"Prior summary said crashed 686min with wake_script_source=null; now shows armed=true/nextFallbackMin=77/pidAlive=false. Is this genuine partial recovery (new watcher script loaded and armed)? The 6 open Vulture swap intents in the book (SSV"},"ctas":[{"scope":"agent","text":"LP-Maker-Matheus: CRASHED β€” restart immediately; 12 open swap intents aging without refresh, several showing ≀8–11min TTL in current book snapshot; swap hub going dark."},{"scope":"fleet","text":"Verify arb-hunter-tom / bear-yosher / vulture-andrew recovery is genuine (real wakes fired) vs stale armed state β€” if SDK epidemic is self-healing, document the recovery path; if stale, fix the livene"},{"scope":"agent","text":"Rebalancer-Lior intent #385 has ~10min TTL but watcher nextFallbackMin=175 β€” agent cannot self-detect expiry; either reduce fallback or add an intent-expiry trigger to avoid a third consecutive expire"},{"scope":"agent","text":"Stacker-Massimo: off-mission BinaryBet #318 expires ~14:07 UTC; wake script must reorient to the actual mission (0.50 USDC sNVDA swap) β€” post a swap intent before the off-mission posture hardens furth"},{"scope":"agent","text":"Option-Writer-Matheus: add a fallback timer to Engine 2 (nextFallbackMin=null is a sleep trap); even a 4h fallback prevents indefinite silence if the portfolio-event trigger misfires."},{"scope":"agent","text":"Polymarket-Ljuba: nextFallbackMin=564 exceeds intent #32/#89 expiry (~323min at 16:00 UTC) β€” confirm pre-expiry trigger fires at 15:55 UTC; if not, both positions expire without resolution action."}],"at":"2026-06-09T10:39:31.579Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T11:54:24.415Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":73.06,"used7d":null,"used7dUsd":208.26,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":40.7,"estPct7d":12,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":115.5,"estPct7d":28.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":126.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":28.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":101080913,"w7":254290624,"tot":254290624},"haiku":{"w5":559754,"w7":32621952,"tot":32621952}},"fleet":{"agentsUp":12,"lifetimeTokens":286932387,"lifetimeUsd":208.26,"sessions":1244,"deals":36,"openIntents":27,"totalIntents":475},"oracle":{"USDC":1,"ETH":1670.38,"BTC":62598.08,"SSV":2.05,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T11:45:14.890Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.86,"realizedPnl":-0.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":293,"wakes":43,"firstWakeMs":1780927992000,"lastWakeMs":1781005800000,"ageMin":4,"lastWhy":"No binary bet has CEX taker side in money with >=0.5% margin within 30-min window. All new swap intents require assets n","repeatWakes":37,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781007845013,"watching":"new intent >469; bet #460 at unix 1781007216 (~12:13Z) if BTC>$62,895; bets #32/#89 at unix 1781019000 if BTC>$64,320 or ETH>$1,708.50 (~16:00Z); bet #414 at unix 1781084808 if BTC>$63,817 (~10:16Z+1); 30-min fallback","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-0.04,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781005093774,"containerAgeMin":16,"wakes":11,"firstWakeMs":1780944154000,"lastWakeMs":1781005853000,"ageMin":4,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored. Market opens in ~1h40m for DCA.","repeatWakes":10,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781020470989,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":240}},"verdict":{"summary":"716min crashed (+60min from 656min, sixth consecutive +60/cycle decay, SDK epidemic confirmed). BinaryBet ↔ Mimic-Ljuba still shows 'live' β€” not settled or resolved this cycle. ETH at ~$1,651 is ~$32 below the $1,682.93 baseline, placing the BELOW bet directionally in-the-money by ~1.9%; realized PnL -$2.36 reflects the swap leg (LP-Maker-Matheus) only. Inte","badge":"CRASHED, ITM BET LIVE","confidence":"medium","bottomLine":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; 716min with zero self-recovery across six cycles; matches SDK epidemic pattern in 8/12 agents"},"reasoningRead":"Single wake (06-08T18:42) was on-mission and sound: SHORT thesis intact, posted BELOW bet (intent 48), started sNVDA basket. Sound reasoning solving the right problem β€” execution fully blocked by platform crash since.","wakeTriggers":["Intent 48 resolution (filled or expired)","ETH adverse move >= +1.5% from $1,682.93 baseline","New tech-stock sell intent (sAAPL/sNVDA/sMSFT posterGives)","4h hard fallback","MISSING: BTC adverse price trigger (mission explicitly shorts BTC, watcher only watches ETH)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active live BinaryBet relationship; Mimic-Ljuba's mission is to accept winnable open bets re-priced to oracle β€” natural BELOW-bet counterpar","available":"ok (health=ok, 1 settled deal)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled a swap; provides swap liquidity for stock-basket DCA legs","available":"ok (health=ok, 24 settled deals, active "},{"agent":"option-writer-matheus","fit":"maybe","why":"Stock-basket component (sNVDA) could cross with option-writer's stock intents if they post sNVDA","available":"ok (health=ok, 12 deals)"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher blind to book while crashed since 06-08T18:42","wakeScript":{"wellReasonedForMission":true,"good":["Intent-48 resolution trigger ensures immediate wake when the BELOW bet settles or expires β€” and since open_intents=0, fires on first loop pass after recovery","ETH +1.5% adverse circuit-breaker is proportionate for a bear-thesis agent holding a BELOW position","Tech-sell intent scanner directly supports the stock-basket DCA mission (sAAPL/sNVDA/sMSFT)","4h hard fallback prevents indefinite silence; zero-LLM poll; correct structure"],"lacking":["No BTC adverse price monitor β€” mission explicitly shorts BTC/ETH but only ETH is guarded","Intent 48 is already off the book (open_intents=0); on recovery the watcher correctly fires immediately, but there is no awareness that the BinaryBet is now 'li"],"suggestedChange":"Add a BTC adverse move trigger mirroring the ETH check (+1.5% from a BTC baseline captured at w1) so both legs of the SHORT thesis have a circuit-breaker"},"issues":[{"scope":"core","title":"SDK epidemic: watcher cannot re-arm","detail":"armed=false/pidAlive=false for 716min; same crash pattern as 8/12 agents; 4h fallback never fired because the process died before it could","fix":"Identify and fix the SDK process crash preventing watcher re-arm; this is the single blocker for all affected agents including Bear-Yosher"},{"scope":"agent","title":"BTC not monitored despite being in mission","detail":"Mission says 'Short ETH/BTC by default'; wake script only checks ETH price for adverse moves; a BTC rally against the short thesis would go undetected until the 4h fallback","fix":"Add BTC adverse move check (+1.5% from a BTC baseline logged at wake time) alongside the existing ETH check in current.ts"},{"scope":"agent","title":"Live BinaryBet unmonitored β€” expiry unknown","detail":"BinaryBet ↔ Mimic-Ljuba is 'live' with no visible expiry in the data; if the bet expires unfavorably while crashed, agent misses the settlement and the -$2.36 realized PnL deepens without any responsive action","fix":"On next wake, log the BinaryBet expiry timestamp and add an expiry-proximity trigger (fire N minutes before expiry) to the watcher so the agent can act before outcome is locked"}],"assessment":"Bear-Yosher has been crashed 716min (SDK epidemic, armed=false/pidAlive=false); its only active position β€” a BELOW bet against Mimic-Ljuba β€” is currently ~1.9% in-the-money with ETH at ~$1,651 vs $1,682.93 baseline, but remains unresolved ('live'). Intent 48 is off the book; watcher would fire immediately on recovery."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":129,"msgs":2970,"total":186738143,"totalUsd":111.74,"w5":67488998,"w5Usd":45.96,"w5PctPool":27,"w7":186738143,"w7Usd":111.74,"w7PctPool":7.8,"w5Son":66929244,"w7Son":160749523,"hourly":[12.3,7.43,6.69,11.62,7.93,2.19,4.03,1.45,1.94,1.54,1.43,3.16,2.96,7.53,5.88,6.19,11.12,9.53,4.72,1.02,0,0,1.06,0],"lastWake":{"ts":"2026-06-09T11:54:27.930Z","tokens":375886,"usd":0.46,"msgs":8}},"onchain":{"deals":34,"openIntents":12,"balanceUsd":752.4,"realizedPnl":4.14,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781005093777,"containerAgeMin":16,"wakes":35,"firstWakeMs":1780943911000,"lastWakeMs":1781003824000,"ageMin":37,"lastWhy":"BTC oracle drop $215 created free-option bid. Three quotes too wide. One fill met Ο„ threshold. All corrected to current ","repeatWakes":30,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781005224000,"watching":"oracle guard + fillable swap + expiry fallback at 1781005224","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":27,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":1,"balanceUsd":98.29,"realizedPnl":0,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781005093809,"containerAgeMin":16,"wakes":8,"firstWakeMs":1780927020000,"lastWakeMs":1781005119000,"ageMin":16,"lastWhy":"BTC trending down; mirrored bearish BTC below flow at current oracle. Strike ATM, 1h, p=0.54 β†’ ~3pp edge over 50% fair p","repeatWakes":6,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781031912507,"watching":"intent #460 fills/expires (1h) OR deal #3 expires (~18:50 UTC) OR new BinaryBet","armed":true,"nextFallbackMin":431}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.6,"realizedPnl":-0.4,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1780986822565,"containerAgeMin":321,"wakes":3,"firstWakeMs":1780940859000,"lastWakeMs":1781001511000,"ageMin":76,"lastWhy":"Edge threshold unmet on both fast and slow lookbacks. Mixed signals, declining tape. No book orders at fair-or-better va","repeatWakes":2,"avgGapMin":505,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781016261549,"watching":"US market open 13:30 UTC, crypto >3% move, or 4h fallback","armed":true,"nextFallbackMin":170}},"verdict":{"summary":"Agent re-armed after last cycle's post-w3 crash (now armed=true/pidAlive=true, nextFallbackMin=186). Baselines rolled forward to w3 snapshot (BTC $62,620, ETH $1,669, SSV $2.05). Neither crypto has crossed the 3% absolute bar: BTC is +0.84% and ETH is -1.08% from baseline β€” well inside the trigger. Agent will coast to 13:30 UTC market open (~112 min) rather ","badge":"COASTING TO OPEN","confidence":"high","bottomLine":"No early wake coming: BTC +0.84% and ETH -1.08% from w3 baselines leave both well below the 3% trigger. Market open at 13:30 UTC fires in ~112 min, ~74 min before the 4h fallback at ~14:38 UTC. The one structural issue β€” wake script fires on absolute 3% moves rather than relative leadership spread (the mission's 2pp gap criterion) β€” is live but harmless today since prices are rangebound.","rootCause":{"class":"structural","evidence":"1 settled deal (Swap ↔ LP-Maker-Matheus, -$0.41 realized PnL). w2: 'ETH edges BTC but not by 2pp.' w3: 'Edge threshold unmet on both lookbacks, declining tape, BTC $62,620, ETH $1,669.' Prices have barely moved since w3 (BTC $63,457 = +0.84%; ETH $1,651 = -1.08%): no leadership rotation to trade."},"reasoningRead":"Sound reasoning solving the right problem at runtime β€” w2 and w3 both correctly gate on the relative-gap criterion and hold when it's unmet. The mismatch is in the watcher (3% absolute trigger) not in the agent's wake-time logic. The agent is not churning; avg_gap_min=505 reflects appropriate patience. The 1 deal posted at w1 was a valid starter position.","wakeTriggers":["US market open at 13:30 UTC (hardcoded datetime) β€” fires in ~112 min","BTC/ETH/SSV moves β‰₯3% absolute from w3 baselines β€” not approaching (BTC +0.84%, ETH -1.08%)","4h fallback from arm time (~14:38 UTC) β€” fires ~74 min after market open","MISSING: relative leadership spread trigger (e.g., top-asset return minus second-asset return β‰₯2pp) β€” the actual mission decision criterion"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty for delivered swaps; sole settled deal was with this agent. Hub with 12 open intents and $42.12/5h burn β€” reliably availab","available":"armed, 34 lifetime deals, health=warming"},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer posts DCA swaps; could cross with a momentum-nikita sell when rebalancer wants the same asset going opposite direction. No deal h","available":"4 deals, health=warming"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. Open binaries (Polymarket-Ljuba #32 BTC<$64k, #89 ETH<$1700) are binary bets, not delivered swaps β€” outside this agent's remit. No delivered swap intents in the book at a misprice that would have triggered action.","wakeScript":{"wellReasonedForMission":false,"good":["Market-open trigger (13:30 UTC) correctly gates stock entry into the ranking universe β€” fits mission's multi-asset rotation logic","4h fallback ensures the agent re-evaluates even if no price event fires","Baselines roll forward each wake, so the 3% check compounds correctly over time","60s poll cadence is appropriate for a price-event watcher"],"lacking":["Secondary trigger measures absolute 3% per-asset move, but the mission's entry criterion is a 2pp relative leadership gap between assets β€” these are orthogonal ","No relative-spread check: if top mover vs second mover diverges by β‰₯2pp intra-wake, the watcher is blind to it until the 4h fallback"],"suggestedChange":"Replace the per-asset absolute threshold with a relative spread check: compute return for each CRYPTO symbol from BASELINE, find max βˆ’ second-max; if that gap β‰₯ 0.02 (2pp), fireWake. Remove the 3% absolute loop entirely β€” it's measuring the"},"issues":[{"scope":"agent","title":"Wake script fires on absolute 3% moves, not 2pp relative leadership spread","detail":"The mission's action criterion is 'the strongest mover pulls β‰₯2pp clear of the field.' The watcher's secondary trigger fires when any single asset moves β‰₯3% from baseline β€” entirely different condition. A 3% BTC move with ETH at +2.9% would trigger a false wake; a clean 2pp BTC leadership with no as","fix":"Compute per-asset returns from BASELINE each poll; fire if (max_return βˆ’ second_max_return) >= 0.02. One formula swap in the runWatchLoop body."},{"scope":"agent","title":"Single reliable counterparty limits execution at scale","detail":"All swap fills route through LP-Maker-Matheus. If that agent is mid-rebalance or at inventory limits, a valid momentum signal has nowhere to execute. 1 deal / -$0.41 PnL is an acceptable early sample but exposure is concentrated.","fix":"No immediate action needed at current volume; revisit if LP-Maker-Matheus availability drops or position sizes grow beyond its quoted depth."}],"assessment":"No early wake coming: BTC +0.84% and ETH -1.08% from w3 baselines leave both well below the 3% trigger. Market open at 13:30 UTC fires in ~112 min, ~74 min before the 4h fallback at ~14:38 UTC. The one structural issue β€” wake script fires on absolute 3% moves rather than relative leadership spread (the mission's 2pp gap criterion) β€” is live but harmless today since prices are rangebound."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1780995900299,"containerAgeMin":169,"wakes":2,"firstWakeMs":1780995929000,"lastWakeMs":1780996109000,"ageMin":166,"lastWhy":"Watcher fired on fallback timeout; check for new options","repeatWakes":0,"avgGapMin":3,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781010549050,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":75}},"verdict":{"summary":"Agent is live (armed=true/pidAlive=true) after full initialization last cycle; USDC allowance approved at 09:05 (tx 0xf32c9384), 0 settled deals (not-indexed). Single wake was setup-only β€” no option evaluation has occurred. A structural flaw in the wake script means any Option-Writer-Matheus options already open at init time are in the `seen` seed set and ar","badge":"LIVE, BLIND TO BOOK","confidence":"high","bottomLine":"Live and armed but has evaluated zero options since initialization 94min ago. The wake script initializes `seen` from the current snapshot and returns early on first pass β€” existing options from Option-Writer-Matheus (12 settled deals, health=ok, actively writing) are permanently invisible until either a brand-new option intent appears or the 2h fallback fires in ~29min.","rootCause":{"class":"structural","evidence":"Wake script line `if (!seen) { seen = new Set(intents.map(...)); return; }` seeds the exclusion set from the current book state at startup and returns without evaluating β€” any option already open at 09:05 init is silently skipped. Option-Writer-Matheus (12 settled deals, health=ok) is the sole count"},"reasoningRead":"The 09:05 initialization reasoning was sound (approve allowance before trading). But the wake script solves the wrong problem: it correctly detects NEW option arrivals while structurally ignoring the book's existing state at startup. Disciplined-looking code with a silent coverage gap β€” the agent acts patient when it is actually blind.","wakeTriggers":["New option intent with template hash 0xcd5689c7... appears after 09:05 init","2h fallback fires (~29min remaining)","MISSING: evaluation of options already open in the book at initialization time"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole intended counterparty β€” 12 settled deals, health=ok, actively writing ETH/BTC options matching the target template hash.","available":"ok"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap maker only, does not write options.","available":"CRASHED (armed=false/pidAlive=false)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents broadly; could compete for the same options, not a supply source.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is blind to options already in the book at initialization. Cannot assess whether Option-Writer-Matheus had open options at 09:05 without a book snapshot from that moment. Will remain unmeasurable until the fallback fires and the agent runs its first real evaluation.","wakeScript":{"wellReasonedForMission":false,"good":["Filters precisely on Option template hash (0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6) β€” no false wakes on unrelated intents","2h fallback cadence is appropriate for a patient, selective taker mission","Zero-LLM, correct pid/deadline structure"],"lacking":["First loop iteration seeds `seen` from current open intents and returns immediately β€” any option open at startup is excluded from ever triggering a wake","On a cold-start after a long offline period (21 dead cycles), this blind spot is especially costly: the book may already have good options the agent will miss f"],"suggestedChange":"Initialize `seen` as an empty Set before entering the watch loop (not inside it). The first iteration will then see all current options as 'new matches' and fire a wake if any match the hash β€” eliminating the startup blind spot with a one-l"},"issues":[{"scope":"agent","title":"Wake script silently skips all options present at initialization","detail":"`seen` is seeded from the current open-intent snapshot on first pass, then the function returns early. Options from Option-Writer-Matheus already in the book at 09:05 will never trigger a wake β€” only options that arrive AFTER init do. With a 2h fallback, the agent could go blind for up to 2h on rest","fix":"Move `seen = new Set()` above the `runWatchLoop` call (initialize empty before the loop). The first iteration will then compute all current matching options as new arrivals and fire immediately if any exist β€” no logic change needed beyond initialization placement."}],"assessment":"Live and armed but has evaluated zero options since initialization 94min ago. The wake script initializes `seen` from the current snapshot and returns early on first pass β€” existing options from Option-Writer-Matheus (12 settled deals, health=ok, actively writing) are permanently invisible until either a brand-new option intent appears or the 2h fallback fires in ~29min."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0,1.01,0,0,0,0,0.15,0,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.45,"realizedPnl":-1.56,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1780946801104,"containerAgeMin":988,"wakes":21,"firstWakeMs":1780947228000,"lastWakeMs":1780983276000,"ageMin":380,"lastWhy":"Market signal: 6 consecutive rejections of premium options (near-money, ATM, cheap, dear, short-term, long-term) means t","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":"market calm β€” fire at 13:30 UTC (~8h fallback)","armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Now 364min into Engine 2 monitoring (entered w21/05:34 UTC after exhausting the 6-step repricing ladder: 4.4%β†’2.6%β†’2%β†’ATM-shortβ†’ATM-4hrβ†’ATM-6hr, all 6 rejected). Watcher alive (armed=true/pidAlive=true) β€” correctly waiting, not crashed. wake_script_source=null makes the Engine 2 trigger condition unverifiable, and nextFallbackMin=null means no periodic heart","badge":"ENGINE 2, TRIGGER BLIND","confidence":"medium","bottomLine":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are swaps vs LP-Maker-Matheus. 0 option deals in 21 wakes despite 6+ option intents posted (4.4%β†’2.6%β†’2%β†’ATM at 1.5hr/4hr/6hr terms). Natural counterparty Option-Taker-Matheus has never evaluated a live option per Step-1 (pre-seeded 'seen' set blocks evaluation at startup)."},"reasoningRead":"Sound and on-mission for the swap engine; repricing discipline (premium-down, term-up, never raise) correctly followed mission rules across w14–w21. Engine 2 transition at w21 was the right call after 6 consecutive rejections. However, the agent is executing correct option-pricing logic into a structurally broken market β€” it's solving the right problem on a counterparty that cannot see its intents","wakeTriggers":["Engine 2 trigger: unknown β€” wake_script_source=null, cannot verify what fires it","MISSING: nextFallbackMin=null β€” no periodic heartbeat; if Engine 2 trigger event never occurs, agent is silent indefinitely (already 364min and counting)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps vs LP-Maker-Matheus β€” the only functioning counterparty relationship this agent has","available":"warming, 34 deals, 12 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed counterparty for the 30% option sleeve, but structurally blocked by pre-seeded 'seen' set β€” has never evaluated a single li","available":"ok but non-functional as option counterp"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take swap intents if portfolio drift aligns, but no evidence of overlap in settled deals","available":"warming, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"Swap side: none visible. Option side: unmeasurable β€” wake_script_source=null makes the book view unverifiable, and the only natural option taker (option-taker-matheus) is structurally unable to see posted options regardless.","wakeScript":{"wellReasonedForMission":false,"good":["Engine 2 transition logic was sound β€” correctly diagnosed market saturation after 6 repricing steps and shifted modes","Watcher remains alive (armed+pidAlive) β€” not crashed, genuinely waiting"],"lacking":["wake_script_source=null: Engine 2 trigger condition entirely unverifiable β€” cannot confirm it fires on a meaningful market signal vs never","nextFallbackMin=null: no periodic fallback means the agent can stay silent indefinitely if the trigger event never materializes β€” already 364min without a wake","Engine 2 with zero fallback is structurally risky in a thin option book where the only capable taker is itself broken"],"suggestedChange":"Add a time-based fallback (e.g., nextFallbackMin=120) so Engine 2 wakes at minimum every 2 hours to reassess portfolio drift and whether conditions warrant resuming Engine 1 β€” without this, a stuck trigger means permanent silence."},"issues":[{"scope":"agent","title":"nextFallbackMin=null in Engine 2 risks indefinite silence","detail":"Engine 2 has no periodic fallback. If the trigger event (unknown, source=null) never fires β€” plausible since the only option taker is structurally broken β€” the agent sits silent with no self-rescue. Now 364min without a wake.","fix":"Set nextFallbackMin=120 (or similar) in the Engine 2 watcher configuration so the agent wakes periodically to check portfolio drift and market conditions even if the primary trigger never fires."},{"scope":"agent","title":"wake_script_source=null: Engine 2 trigger condition unverifiable","detail":"Cannot read what event fires the Engine 2 watcher. Step-2 analysis cannot confirm whether it responds to a meaningful signal (price threshold, drift, taker appearance) or is purely reactive with no guarantee of ever firing.","fix":"Ensure wake_script_source is populated in the agent snapshot for observability; verify Engine 2 trigger fires on a concrete, checkable condition."},{"scope":"core","title":"Option-Taker-Matheus pre-seeded 'seen' set blocks the entire option market","detail":"Option-Writer-Matheus posted 6+ option intents across 21 wakes (6-step repricing ladder) with 0 takers. Step-1 confirms Option-Taker-Matheus has never evaluated a live option because its 'seen' set was seeded with pre-existing options at startup. This makes option-writer-matheus's 30% sleeve structu","fix":"Reset Option-Taker-Matheus's 'seen' set to empty on startup (or seed only post-deployment option IDs). This unblocks the only option counterparty relationship in the fleet and is the single highest-leverage fix available."}],"assessment":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":13,"msgs":233,"total":11232231,"totalUsd":7.21,"w5":9568177,"w5Usd":6.59,"w5PctPool":3.8,"w7":11232231,"w7Usd":7.21,"w7PctPool":0.5,"w5Son":9568177,"w7Son":10390898,"hourly":[2.16,1.12,1.49,0.62,1.2,0.46,0,0,0,0,0.12,0.05,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T11:48:44.525Z","tokens":760231,"usd":0.53,"msgs":16}},"onchain":{"deals":0,"openIntents":2,"balanceUsd":100,"realizedPnl":0,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1780995147781,"containerAgeMin":182,"wakes":3,"firstWakeMs":1780941832000,"lastWakeMs":1780995188000,"ageMin":181,"lastWhy":"No mispriced bets on book, no swap edge. Existing bets well-positioned (both ITM). Only Jun9 markets within 24h rule, an","repeatWakes":0,"avgGapMin":445,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200567,"watching":"intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)","armed":true,"nextFallbackMin":486}},"verdict":{"summary":"ARMED and scanning passively: nextFallbackMin=502 (was 561, ~59min elapsed since prior summary β€” countdown consistent). Wake 3 (08:53 UTC, now 165min ago) concluded no new edge and re-armed. Both intents #32 (BTC<$64k, ~61.7%) and #89 (ETH<$1700, ~58.8%) remain open, deeply ITM (BTC $63,457 vs $64k; ETH $1,651 vs $1,700). Watcher polls book every 60s for new","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, shade 61.7%, $10 posted) and #89 (ETH<$1700, shade 58.8%, $10 posted) β€” both deep ITM with no fills since posting 06-08T18:03 and 06-08T20:01. No fleet agent is running a 'crypto up' conviction that would take the losing side. arb-hunter-tom (mission: take near-decided binaries"},"reasoningRead":"Sound and on-mission. Wake 3 correctly identified 'no new mispriced bets, existing positions well-positioned' and chose to wait rather than churn. The watcher's continuous 60s poll ensures the agent will react to new book entries promptly. No repeated re-posting, no off-mission drift, no token waste. The one concern: with BTC needing only +0.86% to cross $64k, the agent's 61.7% edge estimate may b","wakeTriggers":["intent #32 or #89 resolves (filled or expired)","5min pre-expiry at ~15:55 UTC (EXPIRY_SEC - 300)","new takeable BinaryBet or Option appears on book (60s poll)","fallback: June 9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission explicitly: take near-decided binary bets the lagging oracle misprices β€” both #32 and #89 qualify (61.7%/58.8% ITM, expiry ~4h away)","available":"armed, pidAlive=true, wake 3min ago β€” al"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies BinaryBets and accepts winnable open bets β€” #32/#89 are open and winning, but mimic-ljuba has 1 deal and a BinaryBet vs bear-yosher s","available":"warming, 1 deal"},{"agent":"bear-yosher","fit":"no","why":"Bear-yosher bets crypto DOWN β€” same directional conviction as polymarket-ljuba, so it would not take the losing side of BTC<$64k or ETH<$170","available":"warming, 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None identified this wake β€” wake 3 found no mispriced bets on book, and watcher has found none since (165min). Unmeasurable whether arb-hunter-tom could have taken #32/#89 had it been scanning the open-intent book proactively.","wakeScript":{"wellReasonedForMission":true,"good":["5min pre-expiry trigger (EXPIRY_SEC - 300) is well-designed β€” agent gets an LLM wake to decide on settlement before the deadline, not after","60s book poll catches new takeable BinaryBet/Option intents promptly β€” not purely passive","Fallback at June 9 20:00 UTC (4h post-expiry) covers the settlement/reassess window","ownIntentResolved checks on both #32 and #89 ensure the agent reacts immediately to any fill"],"lacking":["seen set reinitializes on every watcher restart β€” if the process restarts (as it did between wakes 2–3), existing intents are re-baselined and the first poll ro","Fallback is 4h post-expiry: if pre-expiry trigger fires at 15:55 UTC and the agent decides to hold, the fallback at 20:00 UTC is reasonable, but if both bets ex"],"suggestedChange":"Shorten the post-expiry gap: if both bets expire, fire a wake at EXPIRY_SEC + 1800 (30min post-expiry) rather than +4h, so the agent can immediately reassess and post new bets while the June 9 session is still active."},"issues":[{"scope":"agent","title":"No taker for ITM bets β€” arb-hunter-tom not scanning maker book","detail":"Intents #32 and #89 are exactly the 'near-decided binary' type arb-hunter-tom is built to take, but arb-hunter-tom has 0 open intents and appears not to be actively scanning for takeable positions. The deal that would complete this loop has not formed in 15h.","fix":"Confirm arb-hunter-tom's wake script scans readOpenIntents for takeable BinaryBets near resolution β€” if it only watches its own intents, add a book-scan trigger. Fleet-level: ensure at least one 'taker of near-decided bets' is actively polling the book."},{"scope":"agent","title":"seen set reinitialization blind spot on watcher restart","detail":"When the watcher restarts (happened between wakes 2–3), seen is reset and the first iteration baselines all current intents without firing. Any new intent posted in the window between watcher death and next poll won't trigger a wake. Low probability but verifiable.","fix":"Persist the seen set to a local file or pass known intent IDs as initialization args so restart doesn't blank the baseline."}],"assessment":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.84,"realizedPnl":-0.16,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781005093814,"containerAgeMin":16,"wakes":9,"firstWakeMs":1780939200000,"lastWakeMs":1781005126000,"ageMin":16,"lastWhy":"No favorable takes on book. Intent #455 already running. Nothing actionable until 13:30 UTC stocks open.","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781011860001,"watching":"intent #455 resolves OR US market opens 13:30 UTC","armed":true,"nextFallbackMin":97}},"verdict":{"summary":"#385 resolved at W6 (09:44) β€” just 11min after W5 repost β€” but with a balance anomaly: USDC -7 with ETH still 0. Agent proceeded without halting, posting #408 as the 4th ETH DCA attempt. Wake script correctly updated to MY_INTENT_ID='408' with a 172min fallback aligned to the 13:30 UTC market-open trigger (checks out: 09:44+55min β‰ˆ 10:39 UTC β†’ 13:30βˆ’10:39 β‰ˆ ","badge":"ETH DCA STALLED","confidence":"medium","bottomLine":"The Step-1 question is already answered: #385 resolved at W6 (not expired undetected), and was reposted as #408. The live concern is twofold: the unexplained W6 balance anomaly (USDC -7 / ETH +0 post-resolution) was silently absorbed rather than halted on, and LP-Maker-Matheus β€” 100% of rebalancer's 3 settled deals β€” is CRASHED, leaving #408 with zero reliable counterparties.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals: 'Swap settled ↔ LP-Maker-Matheus'. LP-Maker now armed=false/pidAlive=false. #408 is a fair-priced ETH DCA slice with no active taker."},"reasoningRead":"Sound on mission: correctly pivoted BTCβ†’ETH at W4 when BTC gap narrowed to -21pp vs ETH -25pp, refreshed oracle each wake ($1,677.02 at W5), and ownIntentResolved fired promptly at W6 (11min after repost). Risk: agent treated 'USDC -7, ETH +0' as transient lag and reposted β€” if this was a real settlement failure (partial fill, LP crash mid-fill), the position state feeding the DCA math is now wron","wakeTriggers":["ownIntentResolved('#408') polling loop","setTimeout fires exactly at 13:30 UTC market open","Fallback in 172min (= min(msToMarketOpen+60s, 4h) β€” wakes 1min after market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals; natural swap maker at oracle mid","available":"CRASHED β€” armed=false, pidAlive=false"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; armed=true; might fill a fair-priced ETH swap if it fits a baiting strategy","available":"armed=true"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX feed vs oracle β€” not a swap taker for DCA slices","available":"armed=true"}],"reliableCounterparties":0,"missedOpportunities":"none β€” mission is maker-side (post DCA swaps), not taker-side; agent has no obligation to take from the book","wakeScript":{"wellReasonedForMission":true,"good":["Hardcodes MY_INTENT_ID='408' and polls ownIntentResolved β€” zero false-positives from book noise","setTimeout market-open anchor fires independently of RPC health β€” won't miss 13:30 UTC even if polling is slow","Fallback math min(msToMarketOpen+60s, 4h) is well-reasoned: wakes 1min after market open or within 4h hard cap, whichever is sooner"],"lacking":["No balance-sanity check after ownIntentResolved fires β€” if #408 also resolves with ETH=0 (same anomaly as #385), agent will post #409 on a silently corrupted po"],"suggestedChange":"After ownIntentResolved fires and before calling fireWake, read and log current ETH + USDC balances into the wake payload β€” gives the LLM the data to decide 'repost vs halt' rather than always reposting; this surfaces the W6 anomaly class w"},"issues":[{"scope":"agent","title":"W6 balance anomaly silently absorbed β€” USDC -7, ETH +0 post-resolution","detail":"W6 log: 'Intent #385 gone + USDC down 7 but ETH = 0 (unexplained). Continuing ETH DCA at fresh ora'. Agent reposted as #408 without halting. If LP-Maker crashed mid-fill (consistent with its crash timing), the 7 USDC may be in limbo, making the DCA underweight calculation incorrect.","fix":"Add a post-resolution balance read in the wake script payload; update the CLAUDE.md DCA logic to halt and alert if ETH delta < expected after a 'resolved' signal, rather than treating it as lag."},{"scope":"agent","title":"Single-counterparty dependency on LP-Maker-Matheus (CRASHED)","detail":"100% of 3 settled deals went through LP-Maker. With LP-Maker crashed, #408 (7 USDCβ†’ETH at ~$1,677 oracle) has no active taker. vulture-andrew is armed but has no confirmed history of filling rebalancer's swaps.","fix":"Recover LP-Maker-Matheus immediately β€” it is the swap hub and rebalancer's only proven counterparty. As a secondary measure, verify whether vulture-andrew's strategy would fill a fair-priced 7 USDCβ†’ETH slice."}],"assessment":"The Step-1 question is already answered: #385 resolved at W6 (not expired undetected), and was reposted as #408. The live concern is twofold: the unexplained W6 balance anomaly (USDC -7 / ETH +0 post-resolution) was silently absorbed rather than halted on, and LP-Maker-Matheus β€” 100% of rebalancer's 3 settled deals β€” is CRASHED, leaving #408 with zero reliable counterparties."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1780988494588,"containerAgeMin":293,"wakes":2,"firstWakeMs":1780948343000,"lastWakeMs":1780988880000,"ageMin":286,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. USDC balance sufficient","repeatWakes":1,"avgGapMin":676,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014210698,"watching":"market open 09:30 ET or bet intent resolves","armed":true,"nextFallbackMin":136}},"verdict":{"summary":"Off-mission confirmed and deepening β€” no reversal. Intent #318 (BinaryBet, 0.25 USDC sNVDA UP) remains open/unresolved (open_intents still=1, 270min after wake 2). Watcher is armed and alive (armed=true/pidAlive=true, nextFallbackMin=152), counting down to market-open at 13:30 UTC or #318 resolution β€” neither event triggers a return to the actual swap missio","badge":"FULLY OFF-MISSION","confidence":"high","bottomLine":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored.","rootCause":{"class":"off-mission","evidence":"Wake 1: posted swap intent #78 (0.50 USDC, on-mission). Wake 2: posted BinaryBet #318 (0.25 USDC sNVDA UP) under self-invented 'afterhours routine' label. Current wake script contains zero swap logic; monitors only intent 318 and MARKET_OPEN_TS_SEC=1781011836. Intent #78 status unmonitored. 0 settle"},"reasoningRead":"Disciplined-looking loop masking the wrong problem. The agent's reasoning at wake 2 ('afterhours routine: post directional binary bet consistent with accumulation thesis') sounds coherent in isolation but the mission says nothing about binary bets or afterhours routines β€” it is pure swap stacking. The 'accumulation thesis' justification is agent-invented narrative rationalizing a substitution. Sou","wakeTriggers":["Condition 1: nowSec >= MARKET_OPEN_TS_SEC (13:30 UTC 2026-06-09) β†’ fires 'morning handoff'","Condition 2: ownIntentResolved(318) β†’ fires 'morning handoff'","MISSING: no trigger for intent #78 resolution or expiry","MISSING: no trigger for available sell-side sNVDA within 0.5% of oracle (the actual swap condition)","MISSING: no trigger on lp-maker-matheus or any swap counterparty activity"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub β€” 34 settled deals, 12 open, quotes sNVDA near oracle mid. Intent #78 was likely aimed at it. Available and activ","available":"active (warming, 12 open intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-style swap agent β€” could post sNVDA sell-side if rebalancing away from it, but mission is portfolio-driven not sNVDA-specific.","available":"warming (4 deals)"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus has been continuously active (12 open intents) across the 270min since wake 2 β€” with sNVDA likely quoted near oracle mid. The agent's own wake 1 log states 'No sweepable sell-side sNVDA within 0.5% of oracle' but that was at 19:52 UTC-8 the prior day; market conditions have changed. Intent #78 may have already expired unexecuted without the agent noticing. One on-mission swap atte","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is reasonable for event-driven watcher","Fallback of 7h covers market open regardless of block timing","ownIntentResolved is a correct pattern for monitoring a posted intent"],"lacking":["No reference to intent #78 (the actual on-mission swap) β€” it is unmonitored and will expire silently","No sweep-check for available sNVDA sell-side near oracle β€” the actual swap mission trigger","Both fireWake paths lead to a 'morning handoff' label with no downstream swap logic implied","The entire script is built around monitoring an off-mission binary bet, not the swap accumulation loop"],"suggestedChange":"Replace the wake script with the original swap watcher: fire on ownIntentResolved(78) OR sweepable sNVDA within 0.5% of oracle OR intent expiry β€” drop the binary bet monitoring entirely. The 'morning handoff' construct is meaningless if the"},"issues":[{"scope":"agent","title":"Self-invented 'afterhours routine' substitutes binary bet for swap mission","detail":"Wake 2 posted BinaryBet #318 (0.25 USDC) under a narrative not present in CLAUDE.md. Mission is strictly 'one 0.50 USDC swap per wake.' The agent has now spent 0.25 USDC on an unrelated bet and has 0 settled swap deals.","fix":"Revise CLAUDE.md to explicitly forbid binary bets and afterhours detours. On next wake, agent must cancel or let #318 expire, then re-attempt the 0.50 USDCβ†’sNVDA swap (check #78 status first)."},{"scope":"agent","title":"Intent #78 unmonitored and likely expiring","detail":"Wake 1 posted intent #78 (0.50 USDCβ†’sNVDA). Wake 2's script monitors only intent #318. Intent #78 has ~150min expiry per Step-1 context. If it expires unfilled, the agent has lost the ability to retroactively account for it.","fix":"Add ownIntentResolved(78) to the wake condition immediately, or confirm its status at next wake before posting anything new."},{"scope":"agent","title":"Wake script has no path back to swap mission","detail":"Both fireWake() paths in current.ts are labeled 'morning handoff' β€” a label that defers to a future wake but provides no swap logic. If wake 3 also invents a detour, the pattern entrenches.","fix":"Rewrite wake script to monitor #78 resolution + oracle sweep condition. Market open is irrelevant to a patient USDCβ†’sNVDA stacker."}],"assessment":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1780986822566,"containerAgeMin":321,"wakes":3,"firstWakeMs":1780924988000,"lastWakeMs":1780990924000,"ageMin":252,"lastWhy":"US markets not open until 13:30 UTC; sAAPL dip is signal but untradeable until open","repeatWakes":1,"avgGapMin":549,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781014502849,"watching":"US market open 13:30 UTC β€” sAAPL -1.69% buy-dip","armed":true,"nextFallbackMin":141}},"verdict":{"summary":"Prior: sAAPL βˆ’1.69% signal confirmed at w3 (07:42 UTC), correctly held pending 13:30 UTC market-open gate. Watcher rewritten to fire on unix timestamp 1781011800 (verified correct for 2026-06-09T13:30:00Z). Now 236min since w3; watcher armed with 157min to fallback (~14:15 UTC), meaning the timestamp poll will fire at 13:30 UTC (~112min away) well before the","badge":"MARKET-OPEN ARMED","confidence":"high","bottomLine":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC.","rootCause":{"class":"structural","evidence":"Zero deals because the agent has never been able to trade: w1=approval, w2=baseline sample 2/3, w3=signal valid but market closed. First tradeable moment is 13:30 UTC today. This is by design, not a failure."},"reasoningRead":"Sound and solving the right problem. w2β†’w3 correctly accumulated baseline samples before trusting the signal; w3 explicitly named the market-hours gate rather than chasing the book. The unix timestamp encoding removes ambiguity (no timezone arithmetic at runtime). The one gap: the agent will re-evaluate the signal at wake β€” it should confirm the βˆ’1.69% dip is still present at 13:30 UTC before post","wakeTriggers":["Date.now() >= 1781011800000 (2026-06-09T13:30:00Z) β€” polls every 60s","Fallback: 6.5h from arm time (~14:12–14:15 UTC) β€” safety net if poll misfires","MISSING: no signal-decay guard β€” if sAAPL recovers above the dislocation threshold before 13:30 UTC, the watcher still fires unconditionally; signal freshness c"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (34 deals, 12 open); will quote sAAPL swaps near oracle mid","available":"warming β€” active, dominant, likely to fi"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; if its target mix includes sAAPL it could be a natural counterparty","available":"warming β€” 4 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sAAPL/sNVDA/sMSFT in portfolio and rebalances; could cross on a dip-buy swap","available":"ok β€” 12 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” US markets closed since w3; no sAAPL price action to act on in the interim","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a precise unix timestamp (1781011800 verified = 2026-06-09T13:30:00Z) β€” no timezone ambiguity at runtime","60s poll cadence is appropriate: low overhead, catches the open within 1 minute","6.5h fallback (β‰ˆ14:12 UTC) is a solid safety net β€” fires 42min after open if the poll loop somehow misses","Zero-LLM: pure timestamp comparison, no book dependency, can't spuriously fire on noise","Label is human-readable and includes the specific signal ('sAAPL -1.69% buy-dip')"],"lacking":["No signal-decay guard in the watcher: fires unconditionally once Date.now() >= MARKET_OPEN_MS, regardless of whether sAAPL is still dislocated β€” signal validati"],"suggestedChange":"None required before 13:30 UTC. Post-wake: if the LLM at w4 finds the dip has closed, the next watcher should encode a fresh signal or a longer fallback rather than re-firing immediately β€” add a 'no-signal' path that arms a 24h fallback ins"},"issues":[{"scope":"agent","title":"Signal freshness on first execution","detail":"The βˆ’1.69% sAAPL signal was measured at w3 (07:42 UTC). The agent will re-evaluate at w4 (13:30 UTC, ~350min later). Pre-market could theoretically recover sAAPL. The watcher fires unconditionally; the LLM must confirm the dip is still present before posting the intent.","fix":"At w4, explicitly re-sample sAAPL oracle vs the 3-sample baseline before posting. If dip < threshold, arm a next-day fallback rather than posting a stale intent."},{"scope":"agent","title":"No post-trade watcher defined yet","detail":"Wake script is entirely pre-market. After w4 posts a swap intent, there is no defined watcher for monitoring fill or rotation to the next signal.","fix":"At w4, after posting, rewrite the watcher to poll for intent settlement and then re-run the dislocation scan β€” consistent with 'one slice per wake' mission cadence."}],"assessment":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":11,"msgs":246,"total":14960160,"totalUsd":10.39,"w5":14960160,"w5Usd":10.39,"w5PctPool":6,"w7":14960160,"w7Usd":10.39,"w7PctPool":0.6,"w5Son":14960160,"w7Son":14960160,"hourly":[1.76,1.69,5.77,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T11:49:08.646Z","tokens":1081951,"usd":0.7,"msgs":20}},"onchain":{"deals":13,"openIntents":6,"balanceUsd":98.66,"realizedPnl":-1.33,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781003411279,"containerAgeMin":44,"wakes":15,"firstWakeMs":1780945920000,"lastWakeMs":1781005620000,"ageMin":7,"lastWhy":"SSV $2.04 oracle (-$0.01 from wake 12) eroded SSV buy below 1% floor and pushed SSV sell above competitive target; re-qu","repeatWakes":9,"avgGapMin":71,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781012866954,"watching":"19 intents, none takeable; soonestExpiry=1781006869; next poll 63s","armed":true,"nextFallbackMin":113}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":301,"tokens":48849395,"usd":31.7,"w5":7914598,"w5Usd":4.91,"hourly":[0.46,0,1.09,1.98,1.38,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,1.2,12.31,11.14,0]},"boardOverhead":{"sessions":783,"tokens":17560885,"usd":43.52,"w5":1708734,"w5Usd":5.21,"hourly":[0.8,1.23,1.16,1.04,0.99,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3,1.54,0.86,4.89,5.01,1.94,0,1.59,6.28,4.29,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":286932387,"grandUsd":208.26,"grandSessions":1244,"attributedTokens":220522107,"unattributedTokens":48849395,"boardTokens":17560885,"reassembledTokens":286932387,"tokensBalance":true,"attributionPct":81.9,"multiMatchSessions":11,"sessionsScanned":1469,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":11617,"dedupedMsgs":5039,"rawTokens":620665229,"dedupedTokens":286932387,"dupRatio":2.163}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T11:51:10.735Z","swarm":{"headline":"HUB DOWN, OPTIONS BLIND","funnel":{"posted":470,"settled":36,"conversionPct":7.66,"byTemplate":{"Swap":{"open":19,"settled":36},"BinaryBet":{"open":5,"settled":0},"Perpetual":{"open":1,"settled":0}}},"liquidityMap":[{"market":"LP-Maker-Matheus swap hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus","status":"12 settled this cycle (all swaps, 0 options); LP-Maker now CRASHED (armed=false,"},{"market":"LP-Maker-Matheus swap hub","flow":"Vulture-Andrew β†’ LP-Maker-Matheus","status":"6 settled; 6 live baited swaps (25–55min TTL) will expire unfilled with hub down"},{"market":"LP-Maker-Matheus swap hub","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"3 settled (all LP-Maker); intent #408 open with no active taker; counterparty-st"},{"market":"Option pair","flow":"Option-Writer-Matheus ↛ Option-Taker-Matheus","status":"Coupling broken: Taker seen-seed guard excludes all pre-init options; 0 option d"},{"market":"BinaryBet crypto (Bear/Mimic)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"1 live deal (not yet settled, 1346min left); Mimic took deep-OTM BTC-above-$65k "},{"market":"BinaryBet crypto (Polymarket)","flow":"Polymarket-Ljuba β†’ (no taker)","status":"Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) deep ITM, 249min left, "}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed (armed=false, pidAlive=false, nextFallbackMin=null)","effect":"Rebalancer-Lior intent #408 has no active counterparty; Vulture-Andrew's 6 baited swap intents (25–55min TTL) will likel","evidence":"22/36 cycle settled deals were LP-Maker counterparty; Rebalancer-Lior rootCause 'all 3 settled deals ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1 (LP-Maker only)"},{"cause":"Option-Taker-Matheus seen-seed bug: 'if (!seen) { seen = new Set(intents.map(...)); return; }' seeds exclusion set from ","effect":"Option-Writer-Matheus has 0 option deals across 21 wakes; all 6 repricing steps (4.4%β†’2.6%β†’2%β†’ATM-1.5hrβ†’ATM-4hrβ†’ATM-6hr)","evidence":"Option-Taker: 'any option already open at 09:05 init is silently skipped'; Option-Writer: '12 settled deals are all swaps vs LP-Maker-Matheus, 0 option deals in 21 wakes, Engine 2 since w21/05:34 UTC'"},{"cause":"Arb-Hunter-Tom pidAlive=false (scheduled fallback 28min out, not yet awake)","effect":"Polymarket-Ljuba intents #32 (BTC<$64k) and #89 (ETH<$1700) remain unmatched despite being deeply ITM; natural taker for","evidence":"Polymarket-Ljuba reliableCounterparties=0; arb-hunter-tom: pidAlive=false, nextFallbackMin=28; Polymarket-Ljuba evidence: 'arb-hunter-tom mission: take near-decided binaries'"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior overrides oracle signal","effect":"Took BTC-above-$65k side at oracle $63,383 (~10–15% true probability); logged '+22pp edge' as artifact of flat prior; lo","evidence":"Mimic-Ljuba w5: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge is the flat-prior artefact, not oracle-calibrated'; BTC oracle $63,383 vs $65k strike"},{"cause":"Stacker-Massimo self-invented 'afterhours routine' at wake 2 and replaced swap mission with BinaryBet #318 monitoring","effect":"Original swap intent #78 (0.50 USDCβ†’sNVDA) is open but unmonitored; current watcher has zero swap logic; 0 settled deals","evidence":"Stacker-Massimo: 'wake 2: posted BinaryBet #318 under self-invented afterhours routine label; current wake script contains zero swap logic; intent #78 status unmonitored'; reliableCounterparties=1 (LP"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus hub crashed β€” swap flow blocked fleet-wide","detail":"LP-Maker-Matheus (armed=false, pidAlive=false, nextFallbackMin=null) was counterparty for 22/36 settled deals this cycle. With it down: Rebalancer-Lior #408 is stalled, Vulture-Andrew's 6 baited intents (25–55min TTL) will expire with no re-bait (wake_script_source=null), and the 13:30 UTC market-open cluster (swing-nikita sAAPL dip-buy, momentum-nikita crypto) both list LP-Maker as sole reliable counterparty.","evidence":"lp-maker-matheus: armed=false, pidAlive=false; 14 orphaned LP quotes in book expiring 32–59min; Rebalancer-Lior: 'counterparty-starved, all 3 settled ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1","scope":"fleet","fix":"Restart LP-Maker-Matheus immediately β€” 14 open quotes are already on-chain and will fill once the process resumes; must be live before 13:30 UTC market-open or two staged agents fire with no counterparty"},{"severity":"critical","title":"Option-Taker↔Writer coupling broken by seen-seed early-return","detail":"Option-Taker-Matheus has evaluated zero live options across all wakes: startup guard seeds the `seen` exclusion set from the current book state and returns early without processing. Option-Writer-Matheus exhausted its 6-step repricing ladder (4.4%β†’ATM-6hr) with 0 option fills and has been in Engine 2 for 364min with nextFallbackMin=null β€” no exit path exists until Taker is fixed.","evidence":"Option-Taker wake script: 'if (!seen) { seen = new Set(intents.map(...)); return; }'; Option-Writer: '0 option deals in 21 wakes; Engine 2 since w21/05:34 UTC'; USDC allowance approved 09:05 (tx 0xf32c9384) but never used for options","scope":"core","fix":"Remove the early-return guard in Option-Taker's init block: evaluate all current book options on first wake, seed `seen` only AFTER processing; one confirmed option deal closes verifies the fix"},{"severity":"warn","title":"Vulture-Andrew: 6 baited intents expiring with no watcher to re-bait","detail":"wake_script_source=null and pidAlive=false mean no watcher fires after the 6 current intents (25–55min TTL) expire. The 06-08T19:12 session was successful ($92.39 PnL, 6 fills from LP-Maker) but completely isolated β€” 686min of inactivity follows with zero continuity mechanism. Armed=true and nextFallbackMin=117 but pid is dead; fallback will attempt to re-wake but there is no script to run.","evidence":"Vulture-Andrew: wake_script_source=null, pidAlive=false, nextFallbackMin=117, 686min since last wake; 6 open swaps (gives ETH/BTC/SSV/USDC) expiring within 55min","scope":"fleet","fix":"Write minimal watcher for Vulture-Andrew: check expiry on the 6-intent baited basket, re-post when expired; single re-baiter loop is sufficient"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 flat prior locks in -EV binary positions","detail":"hasEdge() fires whenever odds shade vs 50/50 regardless of oracle. Took BTC-above-$65k at oracle $63,383 (~10–15% true probability), reporting '+22pp edge' that is purely an artifact of the flat prior. The Bear-Yosher deal is live with 1346min remaining; if BTC stays below $65k Mimic loses the BinaryBet leg.","evidence":"Mimic-Ljuba w5: 'FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge = flat-prior artefact, not oracle-calibrated'; BTC $63,383 vs $65k strike β‰ˆ 10–15% true fair; deal ↔ Bear-Yosher live","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-derived probability (log-normal from current price vs strike, or Polymarket API odds); minimum guard: skip hasEdge() when price is >5% away from strike in the losing direction"},{"severity":"warn","title":"Polymarket-Ljuba isolated: deep-ITM intents expiring with 0 fleet counterparties","detail":"Intents #32 (BTC<$64k, 61.7% shade, $10 posted) and #89 (ETH<$1700, 58.8% shade, $10 posted) are deeply ITM with 249min left. No fleet agent holds opposing 'crypto up' conviction. Arb-Hunter-Tom (natural taker for near-decided binaries) has pidAlive=false with only a 28min scheduled fallback β€” pattern reliability uncertain.","evidence":"Polymarket-Ljuba reliableCounterparties=0; BTC $63,457 vs $64k (βˆ’$543 gap); ETH $1,651 vs $1,700 (βˆ’$49 gap); arb-hunter-tom: pidAlive=false, nextFallbackMin=28; last resort taker only","scope":"fleet","fix":"Verify arb-hunter-tom wakes in ~28min and evaluates #32/#89; longer term: add a fleet-level near-decided binary taker agent or expand arb-hunter-tom's mission scope"},{"severity":"warn","title":"Stacker-Massimo fully off-mission: self-invented BinaryBet routine replaced swap logic","detail":"Wake 1 correctly posted swap #78 (0.50 USDCβ†’sNVDA, on-mission). Wake 2 pivoted to BinaryBet #318 (0.25 USDC sNVDA UP) under a self-invented label. Current watcher has zero swap logic; #318 BinaryBet expires at 14:07 UTC (136min), after which the agent counts down only to MARKET_OPEN_TS β€” the swap mission will not auto-resume.","evidence":"Stacker-Massimo: 'wake script contains zero swap logic; intent #78 unmonitored; off-mission confirmed and deepening'; rootCause class: off-mission; 0 settled deals against mission","scope":"fleet","fix":"Rewrite Stacker-Massimo CLAUDE.md to explicitly prohibit non-swap intent types; reset watcher to monitor #78 and post fresh sNVDA swap on market open; cancel #318 if possible"}],"fleetMoves":[{"scope":"fleet","action":"Restart LP-Maker-Matheus immediately: hub offline blocks Rebalancer-Lior #408, Vulture-Andrew's 6 expiring baited intents, and the 13:30 UTC market-open cluster (swing-nikita + momentum-nikita both need LP-Maker as sole counterparty); 14 orphaned quotes already on-chain will fill"},{"scope":"core","action":"Fix Option-Taker-Matheus seen-seed early-return: remove 'if (!seen) { seed; return; }' guard so first wake evaluates existing options before seeding exclusion set β€” unblocks Option-Writer from 364min Engine 2 stall; one confirmed option deal closes verifies"},{"scope":"fleet","action":"Write Vulture-Andrew a watcher: check expiry on the 6-intent baited basket, re-post when expired; prevents the $92.39-PnL session pattern from dying with no follow-on (wake_script_source=null, 686min idle)"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5: replace with oracle-calibrated probability; current flat prior took BTC-above-$65k at oracle $63,383 (~10–15% true fair), locking in a -EV BinaryBet vs Bear-Yosher with 1346min remaining"},{"scope":"fleet","action":"Reset Stacker-Massimo to swap mission: rewrite CLAUDE.md to prohibit non-swap intents, reset watcher to monitor #78 and retry sNVDA swap on market open; the 'afterhours BinaryBet routine' was self-invented and must be explicitly blocked"}],"at":"2026-06-09T11:54:36.512Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, RECOVERING","healthDelta":"Two agents previously flagged as crashed have rearmed (arb-hunter-tom: armed=true/pidAlive=true, wake 3min ago; bear-yosher: armed=true/pidAlive=true, wake 47min ago) β€” both reversals from prior 'crashed' reads; LP-Maker-Matheus hub still dominant (34 deals, 12 open, $42.12/5h burn) and fallback fir","focusAreas":["Two crash reversals need confirmation: arb-hunter-tom (0 open intents despite 1 deal lifetime) and bear-yosher (now 2 deals, 1 open BinaryBet vs Mimic-Ljuba still 'live' not settled)","Market-open trigger at 13:30 UTC (~113min away at current read) is the next fleet-wide inflection: swing-nikita (sAAPL dip-buy gated on it), momentum-nikita (wake script gated on it) both counting dow","Polymarket-Ljuba intents #32 (BTC<$64k) and #89 (ETH<$1700) are deep ITM β€” BTC $63,457 vs $64k, ETH $1,651 vs $1,700 β€” with ~263min to expiry and zero takers in the fleet","Stacker-Massimo off-mission confirmed (BinaryBet #318 instead of 0.50 USDCβ†’sNVDA swap) β€” intent #78 original swap still open with 150min expiry","Option-Taker-Matheus structural flaw (pre-existing options seeded as 'seen') means it has never evaluated a live option despite Option-Writer-Matheus posting 12 settled deals this cycle","Vulture-Andrew: armed=true but pidAlive=false and prior said wake_script_source=null β€” 6 baited intents live in the book with 39–56min left"],"perAgentFocus":{"arb-hunter-tom":"Prior summary said crashed mid-W11 at 06-08T19:49 with no rearm; now armed=true/pidAlive=true with wake 3min ago β€” what triggered the recovery, what did the most recent wake do, and does the agent still have the bet-#32 ANCHOR issue that wa","bear-yosher":"Prior flagged 716min crashed (SDK epidemic); now armed=true/pidAlive=true with 2 deals and 1 open BinaryBet vs Mimic-Ljuba still showing 'live' (not settled) β€” what caused the recovery, and is the Mimic-Ljuba bet progressing toward resoluti","lp-maker-matheus":"Fallback fires in ~4min; 12 open intents currently posted β€” are the current quotes still within oracle-fresh tolerance, and did the single fills from Momentum-Nikita, Arb-Hunter-Tom, and Bear-Yosher this cycle represent genuine counterparty","mimic-ljuba":"1,056min since last wake but armed=true/pidAlive=true with nextFallbackMin=479 β€” is this dormancy intentional (waiting for Bear-Yosher BinaryBet resolution at 10:16 UTC tomorrow, ~1,360min away) or is the 479min fallback dangerously misalig","momentum-nikita":"Market-open trigger at 13:30 UTC is ~113min away; wake script still uses absolute 3% threshold rather than 2pp relative-gap β€” has any asset crossed the 3% absolute bar that would fire the watcher early, or will it coast to 13:30 UTC, and wh","option-taker-matheus":"Structural flaw: options open at init seeded as 'seen' β€” since Option-Writer-Matheus has posted and settled 12 deals this cycle, have any NEW options been written post-initialization that the agent would actually see and evaluate, or has it","option-writer-matheus":"362min into Engine 2 monitoring (since ~05:34 UTC) with nextFallbackMin=null and 0 open intents β€” what is the watcher trigger condition, when does it expect to next act, and is the null fallback a risk of indefinite silence if the trigger n","polymarket-ljuba":"Intents #32 (BTC<$64k, BTC at $63,457) and #89 (ETH<$1700, ETH at $1,651) are both deeply ITM with ~263min to expiry β€” is the agent actively scanning for new mispriced bets to post/take this wake, or is it purely holding these two to expiry","rebalancer-lior":"Balance anomaly (USDC -7, ETH=0) from #385 resolution at W6 was unresolved last cycle β€” has intent #408 (the 4th ETH DCA attempt) filled or is it still open, and has the agent identified or acknowledged the USDC drain without corresponding ","stacker-massimo":"BinaryBet #318 (0.25 USDC sNVDA UP, expiry 14:07 UTC, ~150min left) is the current open intent β€” has it resolved, and is there any evidence the agent intends to return to its actual 0.50 USDCβ†’sNVDA swap mission, or has it fully substituted ","swing-nikita":"sAAPL βˆ’1.69% dip-buy signal was valid at w3 (07:42 UTC); 13:30 UTC market-open trigger is ~113min away β€” is the signal still intact at current prices, has the watcher script correctly encoded the 13:30 UTC timestamp trigger, and is there a ","vulture-andrew":"armed=true/pidAlive=false with prior reporting wake_script_source=null β€” 6 baited intents (ETH/BTC/SSV crosses, 39–56min left) are live; what is the actual current watcher trigger given null source, and are any of the 6 intents at risk of e"},"ctas":[{"scope":"agent","text":"stacker-massimo: reset mission β€” cancel BinaryBet #318 focus and restore 0.50 USDCβ†’sNVDA swap cadence; the BinaryBet narrative is a full off-mission substitution, not a supplement"},{"scope":"agent","text":"option-taker-matheus: fix wake-script seed set β€” do not pre-populate 'seen' with options open at init; agent has evaluated zero options despite 12 live Option-Writer-Matheus deals this cycle"},{"scope":"agent","text":"option-writer-matheus: add a numeric fallback to nextFallbackMin (currently null) β€” Engine 2 silence with no fallback risks indefinite dormancy if the trigger condition never fires"},{"scope":"agent","text":"vulture-andrew: confirm watcher script is non-null and the 6 open baited intents (39–56min left) will be monitored before expiry; prior cycle showed wake_script_source=null"},{"scope":"agent","text":"rebalancer-lior: audit the USDC -7 / ETH=0 anomaly from #385 settlement before intent #408 fills β€” a silent drain without receipt may indicate a deal-settlement bug affecting balance accounting"},{"scope":"agent","text":"mimic-ljuba: replace hardcoded FAIR_PROB=0.5 with oracle-calibrated probability; current flat prior means it systematically misprices directional bets (took 'BTC above $65k' side when BTC was sub-$64k"}],"at":"2026-06-09T11:38:48.572Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T12:46:24.603Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":84.11,"used7d":null,"used7dUsd":228.49,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":46.8,"estPct7d":13.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":133,"estPct7d":31.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":144.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":115525752,"w7":281106175,"tot":281106175},"haiku":{"w5":1487918,"w7":33550116,"tot":33550116}},"fleet":{"agentsUp":12,"lifetimeTokens":314676102,"lifetimeUsd":228.49,"sessions":1312,"deals":47,"openIntents":27,"totalIntents":507},"oracle":{"USDC":1,"ETH":1673.06,"BTC":62474.93,"SSV":2.06,"AAPL":301.65,"NVDA":208.69,"MSFT":411.8},"oracleAt":"2026-06-09T12:45:15.300Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":-0.12,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":345,"wakes":49,"firstWakeMs":1780927992000,"lastWakeMs":1781008980000,"ageMin":3,"lastWhy":"No binary bet has CEX taker side in money with >=0.5% margin within 30-min window. No USDC-payable swap edge >=10bps. Al","repeatWakes":43,"avgGapMin":28,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781010611806,"watching":"new intent >496; bets #32/#89 at unix 1781019000 (~15:30Z) if BTC>$64,320 or ETH>$1,708.50 (settle ~16:00Z); bet #414 at unix 1781084808 (~09:46Z+1) if BTC>$63,817; 30-min fallback","armed":true,"nextFallbackMin":24}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.96,"realizedPnl":-0.04,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781005093774,"containerAgeMin":68,"wakes":11,"firstWakeMs":1780944154000,"lastWakeMs":1781005853000,"ageMin":56,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored. Market opens in ~1h40m for DCA.","repeatWakes":10,"avgGapMin":103,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020470989,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":188}},"verdict":{"summary":"Recovery is genuine: armed=true/pidAlive=true/nextFallbackMin=196 confirms the 716min crash resolved β€” re-arm appears legitimate, not stale state. The BinaryBet ↔ Mimic-Ljuba still reads 'live' (not settled); current open intent is #414 (re-posted bear bet, now 24h TTL). Key event this cycle: w8 self-identified a 1h hardcoded TTL bug that caused 5 consecutiv","badge":"RECOVERED, WAITING GATE","confidence":"high","bottomLine":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready.","rootCause":{"class":"maker-only","evidence":"5 consecutive expired intents (#317, #348, #381, #414-predecessor, plus earlier) before TTL fix; post-fix intent #414 still unfilled. BTC at $62,582–$62,802 across w6–w11 is 1.45–3.48% below $63,500–$65k strikes β€” bettors rational in declining the ABOVE side of an in-the-money bear bet. Structural: "},"reasoningRead":"Sound and solving the right problem. Agent correctly: (1) self-diagnosed the 1h TTL hardcode at w8 and fixed the tool without prompting, (2) held patience across 8 wakes without spurious re-posting, (3) explicitly noted 'no churn: cannot post second bet' at w7, (4) tracks 13:30 UTC gate accurately. No evidence of re-deriving the same move without progress β€” each 'no action' wake is justified with ","wakeTriggers":["Intent #414 leaves book (filled or expired)","ETH adverse move >= +1.5% from $1,670.38 baseline (~$1,695)","US market open 13:30 UTC 2026-06-09 (~96min from last wake)","New tech-stock sell intent appears (sAAPL/sNVDA/sMSFT posterGives)","4-hour hard fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already holds the live BinaryBet with bear-yosher; mission is to mirror/accept binary bets β€” direct counterparty for new BELOW bets","available":"armed=true, nextFallbackMin=264"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, takes near-decided binaries β€” but takes near-decided positions, not ones already in-the-money for the poster; would only bite if m","available":"armed=true (recently re-armed after 686m"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets via CEX-feed latency arb β€” could take the ABOVE side only if CEX implies different probability than on-chain ","available":"armed=true (recently re-armed after 589m"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled the swap leg already; handles tech-stock DCA swaps at oracle mid β€” will be the counterparty for sNVDA/sAAPL/sMSFT at 13:30 gate","available":"armed=false/pidAlive=false but 12 open q"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from available data. w7 correctly noted tech sell intents #407/#410 appeared but market was closed β€” agent flagged this accurately and did not attempt to take. No ABOVE-side binary intents visible in this data that bear-yosher could have taken as a taker.","wakeScript":{"wellReasonedForMission":true,"good":["Covers all four mission action events: bet resolution, adverse crypto move, market-open gate, new tech sell β€” no coverage gap","ETH adverse threshold (+1.5% from $1,670.38 = $1,695) is tight and mission-aligned (halt/cancel trigger)","Market-open hardcoded to exact epoch (1781011800 * 1000) β€” deterministic, no drift","4h fallback is appropriate for a patient agent that thinks in hours","Zero-LLM, can't false-fire on 'book non-empty' β€” uses `ownIntentResolved` and `newMatches` with explicit predicate"],"lacking":["BinaryBet ↔ Mimic-Ljuba resolution is not tracked β€” if that live bet settles or expires, the watcher won't fire; agent would miss the recycled profit event unti","Intent #414 is hardcoded as string '414' β€” if it expires before watcher fires and a new intent is posted next wake, the watcher tracks a dead ID until next re-a"],"suggestedChange":"Add a watch on the live BinaryBet deal ID (Mimic-Ljuba bet) so settlement fires a wake immediately β€” currently that event is only caught at the 4h fallback, delaying profit recycling into the tech DCA."},"issues":[{"scope":"agent","title":"Live BinaryBet settlement not tracked in watcher","detail":"The Mimic-Ljuba BinaryBet is still 'live'; its resolution (win/loss) would free capital or confirm loss, but current.ts has no trigger for it. The agent will only learn of settlement at the next 4h fallback (~196min).","fix":"Add `ownIntentResolved` or a deal-status check for the Mimic-Ljuba BinaryBet deal ID in the watch loop, alongside the #414 intent check."},{"scope":"agent","title":"Hardcoded intent ID in watcher becomes stale after re-post","detail":"MY_INTENT_ID='414' is baked into the script. If intent #414 expires undetected and a new intent is posted (e.g., w12), the next watcher arm would still poll for #414 (dead). Agent self-corrects at each re-arm, but there's a window where the watcher is blind.","fix":"Write the live intent ID to a data file at post-time and have the watcher read it dynamically, or pass it via AGENT_DIR env at arm-time."},{"scope":"agent","title":"TTL bug self-fixed but fix not confirmed durable","detail":"w8 reports fixing the 1h hardcode. The new intent (#414) has not expired yet (24h TTL, posted ~10:17 UTC), so durability is unconfirmed. 5 prior intents expired in 1h each β€” if the fix was only applied to the intent post call and not the underlying tool, the next re-post could revert.","fix":"Verify the `postIntent` tool call in CLAUDE.md / tools now defaults to days-range TTL; add an assertion in the wake script that rejects TTL < 12h before posting."}],"assessment":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":148,"msgs":3303,"total":206550432,"totalUsd":125.43,"w5":76793315,"w5Usd":52.47,"w5PctPool":30.7,"w7":206550432,"w7Usd":125.43,"w7PctPool":8.6,"w5Son":75305397,"w7Son":179633648,"hourly":[15.73,12.4,6.76,6.05,11.53,7.18,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.8,10.56,9.43,3.5,1.02,0,0,1.06],"lastWake":{"ts":"2026-06-09T12:46:11.914Z","tokens":188872,"usd":0.07,"msgs":5}},"onchain":{"deals":43,"openIntents":12,"balanceUsd":752.48,"realizedPnl":3.73,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781005093777,"containerAgeMin":68,"wakes":38,"firstWakeMs":1780943911000,"lastWakeMs":1781007980000,"ageMin":20,"lastWhy":"ETH oracle +0.52% invalidated 3 asks as free options. 8 counterparty swaps cleared Ο„=3bps at +33-162bps edge each. ETH v","repeatWakes":33,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781009115503,"watching":"oracle guard + new tradeable swap + expiry fallback at 1781009052","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":30.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781005093809,"containerAgeMin":68,"wakes":9,"firstWakeMs":1780927020000,"lastWakeMs":1781005135000,"ageMin":67,"lastWhy":"No takeable edge. One deliberate move per wake rule: skip churn, wait for board development.","repeatWakes":7,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781009546652,"watching":"new BinaryBet with β‰₯3pp taker edge (or 45min fallback)","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.32,0.52,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.55,"realizedPnl":-0.45,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781006103439,"containerAgeMin":51,"wakes":4,"firstWakeMs":1780940859000,"lastWakeMs":1781006130000,"ageMin":51,"lastWhy":"Edge threshold unmet on both lookbacks. All crypto in a mild downtrend. 75% USDC already provides dry powder. Stocks una","repeatWakes":3,"avgGapMin":363,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781020796630,"watching":"US market open 13:30 UTC, crypto >3% move, or 4h fallback","armed":true,"nextFallbackMin":194}},"verdict":{"summary":"Agent re-armed after w3 crash and completed w4 at 11:55 UTC (43min ago): no trade signal β€” both fast and slow lookbacks show edge threshold unmet, mild crypto downtrend, no book orders at fair-or-better value. Baselines rolled forward to w4 snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05), resetting the 3% bar. Sits 75% USDC, 25% BTC (the w1 starter). Mar","badge":"COASTING TO OPEN","confidence":"high","bottomLine":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book.","rootCause":{"class":"counterparty-starved","evidence":"1 settled deal (Swap ↔ LP-Maker-Matheus); w4 log explicitly states 'No book orders at fair-or-better value' β€” agent correctly identified nothing to take, not a threshold or logic failure. LP-Maker-Matheus is the only active maker and is currently armed=false/pidAlive=false."},"reasoningRead":"Sound and on-mission. Each wake correctly logs the price delta vs baseline, checks both lookbacks, and records 'No on-chain action' when edge is unmet β€” not churn. The w1 25% BTC starter was reasonable given the mission's first-wake mandate. The 75% USDC hold-back matches 'cash when nothing's working.' No problem with the reasoning; the agent is solving the right problem.","wakeTriggers":["US market open: Date.now() >= 2026-06-09T13:30:00Z (fires in ~52min from now if last_wake was 43min ago and Step-1 pegged it at ~96min ago)","Crypto >3% move from w4 baselines (BTC $62,584 β†’ needs $64,462 or $60,707; ETH $1,670 β†’ needs $1,720 or $1,621)","4h fallback from w4 arm (~15:55 UTC, nextFallbackMin=202)","MISSING: no SSV-specific equity-signal trigger β€” if sAAPL/sNVDA/sMSFT spike pre-open, agent won't fire early to capture it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty so far; quotes swaps near oracle mid; 12 live intents still open but watcher is dead β€” quotes will age unrefreshed","available":"watcher-less (armed=false/pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps as part of DCA; could cross momentum-nikita's rotation orders if asset directions align","available":"armed=true per fleet roster"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps; might take or post against momentum-nikita's rotation if the spread is wide enough","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"None. w4 log explicitly states no book orders at fair-or-better value at 11:55 UTC. Agent's watcher polls prices every 60s and checks the book each loop β€” no measurable blind spot for the swap market.","wakeScript":{"wellReasonedForMission":true,"good":["Timestamp `new Date('2026-06-09T13:30:00Z')` is correct for today's market open β€” no stale-date risk","Baselines rolled to w4 oracle snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05) β€” fresh reset each wake is appropriate for a momentum agent","Zero-LLM poll loop; 60s interval is reasonable for a momentum signal (not sub-minute spam)","4h fallback (nextFallbackMin=202) ensures the agent wakes even if both triggers stay quiet","Fires on the first condition met β€” market open takes priority, consistent with mission (stocks join universe at open)"],"lacking":["No equity-price trigger: if sAAPL/sNVDA/sMSFT make a large pre-open move (via oracle update), the agent won't early-wake to capture it","MARKET_OPEN_MS is hardcoded to today's date β€” tomorrow's watcher will need a new timestamp (non-issue today, but the pattern is brittle across days)"],"suggestedChange":"Replace the hardcoded `2026-06-09T13:30:00Z` with a dynamic next-market-open calculation (next 13:30 UTC >= now) so the trigger stays correct across daily re-arms without a code change."},"issues":[{"scope":"agent","title":"LP-Maker-Matheus watcher dead before market open","detail":"Momentum-nikita's only proven counterparty has armed=false/pidAlive=false. Its 12 open intents were written 34min ago and will age without refresh. If they expire before 13:30 UTC, momentum-nikita fires into a book with no reliable maker for rotation swaps.","fix":"Restart LP-Maker-Matheus's watcher before 13:30 UTC, or confirm another agent (rebalancer-lior, vulture-andrew) has active swap intents it can take."},{"scope":"agent","title":"Hardcoded market-open date will break daily re-arms","detail":"MARKET_OPEN_MS = new Date('2026-06-09T13:30:00Z') is today-specific. After tonight's re-arm, the trigger will already be in the past and will fire immediately on every loop iteration.","fix":"Compute next 13:30 UTC dynamically: `const d = new Date(); d.setUTCHours(13,30,0,0); if (d <= Date.now()) d.setUTCDate(d.getUTCDate()+1); const MARKET_OPEN_MS = d.getTime();`"}],"assessment":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781006103448,"containerAgeMin":51,"wakes":3,"firstWakeMs":1780995929000,"lastWakeMs":1781006158000,"ageMin":50,"lastWhy":"Watcher fired; check for new options","repeatWakes":1,"avgGapMin":85,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013409106,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":70}},"verdict":{"summary":"3 wakes total (09:05 allowance approval, 09:08 fallback scan, 11:55 fallback scan). Both post-init fallback wakes returned 'No audited Option intents found' β€” zero Option template hash matches on the live book, not just zero *new* ones. The seen-set flaw is structurally confirmed (seeds all intents at init, not just Option matches) but is currently moot: eve","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals.","rootCause":{"class":"counterparty-starved","evidence":"w2 and w3 both report 'No audited Option intents found' after scanning readOpenIntents(limit:50) β€” templateHash 0xcd5689c7 matches nothing on the current book; option-writer-matheus has 12 deals but noted as posting swaps this cycle, not options"},"reasoningRead":"Sound discipline, wrong environment. The agent correctly waits for new Option intents, correctly approved allowance at init, and correctly scans on fallback. But it is solving for 'how to take cheap options' in a market where no options exist β€” the mission premise (option-writer-matheus writes options) is currently not satisfied. Not churn; genuinely blocked upstream.","wakeTriggers":["New intent with templateHash 0xcd5689c7 appears in the book (watcher fires immediately)","2h fallback timer (fires regardless β€” triggered w2 at 09:08 and w3 at 11:55)","MISSING: no filter at the seen-set seed step β€” seeds ALL 50 intents at init, not just isMyOption() matches; options present at init are permanently excluded eve"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option template writer in the roster; 12 settled deals, but this cycle posting swaps not options β€” the taker's only supply channel is d","available":"armed, active β€” but swap-mode not option"},{"agent":"lp-maker-matheus","fit":"no","why":"swap LP only, does not write Option template intents","available":"armed=false, 12 open quotes"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for init-time options (seen-set blind). For the post-init window: zero β€” both fallback scans confirm no Option intents on the book at w2 or w3. Nothing was skipped; nothing was there.","wakeScript":{"wellReasonedForMission":false,"good":["Template hash filter (isMyOption) correctly restricts to audited Option intents only β€” avoids accidental swap takes","2h fallback is appropriate cadence for a patient selective buyer; not a sub-minute poller","newMatches() correctly deduplicates via seen set to avoid double-evaluating stale intents","fireWake() on first new match β€” immediate response when supply arrives"],"lacking":["seen set is seeded from ALL 50 intents (line: `seen = new Set(intents.map(...))`) β€” should be `new Set(intents.filter(isMyOption).map(...))`. Any Option intent ","Fallback mission logic found 'No audited Option intents found' both times β€” the watcher fires but the agent has no path to evaluate options that were present at"],"suggestedChange":"Seed seen only with Option-matching intents: change `intents.map((i) => i.intentId)` to `intents.filter(isMyOption).map((i) => i.intentId)`. This is a one-line fix that unblocks evaluation of any options present at init β€” without it, the fi"},"issues":[{"scope":"agent","title":"seen-set seeds all intents, not just Option matches","detail":"Line `seen = new Set(intents.map((i: any) => i.intentId))` captures all 50 open intents at the first loop tick. Any Option intent present at 09:08 (when seen was seeded) is permanently excluded from fireWake evaluation β€” even across fallback cycles.","fix":"Change to `intents.filter(isMyOption).map((i: any) => i.intentId)` β€” one character change, fixes the structural blind spot."},{"scope":"agent","title":"option-writer-matheus not writing options this cycle","detail":"The taker's only counterparty (option-writer-matheus, 12 deals) is posting swaps this cycle β€” the entire option supply channel is dry. Both fallback scans confirm zero Option templateHash matches on the live book. No amount of taker-side fixes produces deals without supply.","fix":"Confirm option-writer-matheus's 70/30 mission β€” check if options engine is disabled or if the stock/crypto portfolio leg is suppressing option writes. If the writer is swap-mode only right now, the taker will stay at 0 deals regardless of watcher correctness."}],"assessment":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.88,0.13,0,0,0,0,0.15,0],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.45,"realizedPnl":-1.55,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781006103428,"containerAgeMin":51,"wakes":22,"firstWakeMs":1780947228000,"lastWakeMs":1781006210000,"ageMin":50,"lastWhy":"No ranking change, no drift trigger, pre-market hours (stocks untradeable), ENGINE 1 paused after 6 consecutive unfilled","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013521885,"watching":"US market open 13:30 UTC (or 2h fallback)","armed":true,"nextFallbackMin":72}},"verdict":{"summary":"Now 364min into Engine 2 monitoring (entered w21/05:34 UTC after exhausting the 6-step repricing ladder: 4.4%β†’2.6%β†’2%β†’ATM-shortβ†’ATM-4hrβ†’ATM-6hr, all 6 rejected). Watcher alive (armed=true/pidAlive=true) β€” correctly waiting, not crashed. wake_script_source=null makes the Engine 2 trigger condition unverifiable, and nextFallbackMin=null means no periodic heart","badge":"ENGINE 2, TRIGGER BLIND","confidence":"medium","bottomLine":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are swaps vs LP-Maker-Matheus. 0 option deals in 21 wakes despite 6+ option intents posted (4.4%β†’2.6%β†’2%β†’ATM at 1.5hr/4hr/6hr terms). Natural counterparty Option-Taker-Matheus has never evaluated a live option per Step-1 (pre-seeded 'seen' set blocks evaluation at startup)."},"reasoningRead":"Sound and on-mission for the swap engine; repricing discipline (premium-down, term-up, never raise) correctly followed mission rules across w14–w21. Engine 2 transition at w21 was the right call after 6 consecutive rejections. However, the agent is executing correct option-pricing logic into a structurally broken market β€” it's solving the right problem on a counterparty that cannot see its intents","wakeTriggers":["Engine 2 trigger: unknown β€” wake_script_source=null, cannot verify what fires it","MISSING: nextFallbackMin=null β€” no periodic heartbeat; if Engine 2 trigger event never occurs, agent is silent indefinitely (already 364min and counting)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps vs LP-Maker-Matheus β€” the only functioning counterparty relationship this agent has","available":"warming, 34 deals, 12 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed counterparty for the 30% option sleeve, but structurally blocked by pre-seeded 'seen' set β€” has never evaluated a single li","available":"ok but non-functional as option counterp"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take swap intents if portfolio drift aligns, but no evidence of overlap in settled deals","available":"warming, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"Swap side: none visible. Option side: unmeasurable β€” wake_script_source=null makes the book view unverifiable, and the only natural option taker (option-taker-matheus) is structurally unable to see posted options regardless.","wakeScript":{"wellReasonedForMission":false,"good":["Engine 2 transition logic was sound β€” correctly diagnosed market saturation after 6 repricing steps and shifted modes","Watcher remains alive (armed+pidAlive) β€” not crashed, genuinely waiting"],"lacking":["wake_script_source=null: Engine 2 trigger condition entirely unverifiable β€” cannot confirm it fires on a meaningful market signal vs never","nextFallbackMin=null: no periodic fallback means the agent can stay silent indefinitely if the trigger event never materializes β€” already 364min without a wake","Engine 2 with zero fallback is structurally risky in a thin option book where the only capable taker is itself broken"],"suggestedChange":"Add a time-based fallback (e.g., nextFallbackMin=120) so Engine 2 wakes at minimum every 2 hours to reassess portfolio drift and whether conditions warrant resuming Engine 1 β€” without this, a stuck trigger means permanent silence."},"issues":[{"scope":"agent","title":"nextFallbackMin=null in Engine 2 risks indefinite silence","detail":"Engine 2 has no periodic fallback. If the trigger event (unknown, source=null) never fires β€” plausible since the only option taker is structurally broken β€” the agent sits silent with no self-rescue. Now 364min without a wake.","fix":"Set nextFallbackMin=120 (or similar) in the Engine 2 watcher configuration so the agent wakes periodically to check portfolio drift and market conditions even if the primary trigger never fires."},{"scope":"agent","title":"wake_script_source=null: Engine 2 trigger condition unverifiable","detail":"Cannot read what event fires the Engine 2 watcher. Step-2 analysis cannot confirm whether it responds to a meaningful signal (price threshold, drift, taker appearance) or is purely reactive with no guarantee of ever firing.","fix":"Ensure wake_script_source is populated in the agent snapshot for observability; verify Engine 2 trigger fires on a concrete, checkable condition."},{"scope":"core","title":"Option-Taker-Matheus pre-seeded 'seen' set blocks the entire option market","detail":"Option-Writer-Matheus posted 6+ option intents across 21 wakes (6-step repricing ladder) with 0 takers. Step-1 confirms Option-Taker-Matheus has never evaluated a live option because its 'seen' set was seeded with pre-existing options at startup. This makes option-writer-matheus's 30% sleeve structu","fix":"Reset Option-Taker-Matheus's 'seen' set to empty on startup (or seed only post-deployment option IDs). This unblocks the only option counterparty relationship in the fleet and is the single highest-leverage fix available."}],"assessment":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":15,"msgs":266,"total":13033364,"totalUsd":8.43,"w5":11015000,"w5Usd":7.47,"w5PctPool":4.4,"w7":13033364,"w7Usd":8.43,"w7PctPool":0.5,"w5Son":11015000,"w7Son":12192031,"hourly":[2,1.99,0.97,1.02,1.49,0.34,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T12:44:53.213Z","tokens":481987,"usd":0.45,"msgs":12}},"onchain":{"deals":1,"openIntents":2,"balanceUsd":100,"realizedPnl":0.74,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781006596031,"containerAgeMin":43,"wakes":4,"firstWakeMs":1780941832000,"lastWakeMs":1781006729000,"ageMin":41,"lastWhy":"Edge 11.2pp > 8pp threshold; stake $4.26 (4.3% of book, within 10% cap); total open exposure $24.26 < $30 cap. Polymarke","repeatWakes":0,"avgGapMin":361,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781024400447,"watching":"deal#36 expires ~12:45 UTC (BTC>$62,582), or intent#32/#89 resolves, or new takeable bet; fallback 17:00 UTC","armed":true,"nextFallbackMin":254}},"verdict":{"summary":"ARMED and scanning passively: nextFallbackMin=502 (was 561, ~59min elapsed since prior summary β€” countdown consistent). Wake 3 (08:53 UTC, now 165min ago) concluded no new edge and re-armed. Both intents #32 (BTC<$64k, ~61.7%) and #89 (ETH<$1700, ~58.8%) remain open, deeply ITM (BTC $63,457 vs $64k; ETH $1,651 vs $1,700). Watcher polls book every 60s for new","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, shade 61.7%, $10 posted) and #89 (ETH<$1700, shade 58.8%, $10 posted) β€” both deep ITM with no fills since posting 06-08T18:03 and 06-08T20:01. No fleet agent is running a 'crypto up' conviction that would take the losing side. arb-hunter-tom (mission: take near-decided binaries"},"reasoningRead":"Sound and on-mission. Wake 3 correctly identified 'no new mispriced bets, existing positions well-positioned' and chose to wait rather than churn. The watcher's continuous 60s poll ensures the agent will react to new book entries promptly. No repeated re-posting, no off-mission drift, no token waste. The one concern: with BTC needing only +0.86% to cross $64k, the agent's 61.7% edge estimate may b","wakeTriggers":["intent #32 or #89 resolves (filled or expired)","5min pre-expiry at ~15:55 UTC (EXPIRY_SEC - 300)","new takeable BinaryBet or Option appears on book (60s poll)","fallback: June 9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission explicitly: take near-decided binary bets the lagging oracle misprices β€” both #32 and #89 qualify (61.7%/58.8% ITM, expiry ~4h away)","available":"armed, pidAlive=true, wake 3min ago β€” al"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies BinaryBets and accepts winnable open bets β€” #32/#89 are open and winning, but mimic-ljuba has 1 deal and a BinaryBet vs bear-yosher s","available":"warming, 1 deal"},{"agent":"bear-yosher","fit":"no","why":"Bear-yosher bets crypto DOWN β€” same directional conviction as polymarket-ljuba, so it would not take the losing side of BTC<$64k or ETH<$170","available":"warming, 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None identified this wake β€” wake 3 found no mispriced bets on book, and watcher has found none since (165min). Unmeasurable whether arb-hunter-tom could have taken #32/#89 had it been scanning the open-intent book proactively.","wakeScript":{"wellReasonedForMission":true,"good":["5min pre-expiry trigger (EXPIRY_SEC - 300) is well-designed β€” agent gets an LLM wake to decide on settlement before the deadline, not after","60s book poll catches new takeable BinaryBet/Option intents promptly β€” not purely passive","Fallback at June 9 20:00 UTC (4h post-expiry) covers the settlement/reassess window","ownIntentResolved checks on both #32 and #89 ensure the agent reacts immediately to any fill"],"lacking":["seen set reinitializes on every watcher restart β€” if the process restarts (as it did between wakes 2–3), existing intents are re-baselined and the first poll ro","Fallback is 4h post-expiry: if pre-expiry trigger fires at 15:55 UTC and the agent decides to hold, the fallback at 20:00 UTC is reasonable, but if both bets ex"],"suggestedChange":"Shorten the post-expiry gap: if both bets expire, fire a wake at EXPIRY_SEC + 1800 (30min post-expiry) rather than +4h, so the agent can immediately reassess and post new bets while the June 9 session is still active."},"issues":[{"scope":"agent","title":"No taker for ITM bets β€” arb-hunter-tom not scanning maker book","detail":"Intents #32 and #89 are exactly the 'near-decided binary' type arb-hunter-tom is built to take, but arb-hunter-tom has 0 open intents and appears not to be actively scanning for takeable positions. The deal that would complete this loop has not formed in 15h.","fix":"Confirm arb-hunter-tom's wake script scans readOpenIntents for takeable BinaryBets near resolution β€” if it only watches its own intents, add a book-scan trigger. Fleet-level: ensure at least one 'taker of near-decided bets' is actively polling the book."},{"scope":"agent","title":"seen set reinitialization blind spot on watcher restart","detail":"When the watcher restarts (happened between wakes 2–3), seen is reset and the first iteration baselines all current intents without firing. Any new intent posted in the window between watcher death and next poll won't trigger a wake. Low probability but verifiable.","fix":"Persist the seen set to a local file or pass known intent IDs as initialization args so restart doesn't blank the baseline."}],"assessment":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":6,"openIntents":1,"balanceUsd":99.79,"realizedPnl":-0.22,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781005093814,"containerAgeMin":68,"wakes":11,"firstWakeMs":1780939200000,"lastWakeMs":1781008723000,"ageMin":8,"lastWhy":"ETH most underweight crypto at -11pp. No favorable takes on book. Stocks closed ~52 min. Intent #490 just filled confirm","repeatWakes":9,"avgGapMin":116,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781011920000,"watching":"intent #500 resolves OR US market opens 13:30 UTC","armed":true,"nextFallbackMin":46}},"verdict":{"summary":"#408 (the 4th ETH DCA post) appears to have expired: W7 (10:49) explicitly notes '4 posts, 3 expired' as the reason for pivoting back to BTC β€” the USDC-7/ETH=0 balance anomaly from #385 was NOT corrected by #408 and remains unexplained, though portfolio drift is recovering. The BTC pivot proved correct (3/3 fills, BTC underweight -21.1ppβ†’-12.5pp); ETH underw","badge":"BTC PIVOT WORKING","confidence":"medium","bottomLine":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open.","rootCause":{"class":"counterparty-starved","evidence":"5/6 settled deals ↔ LP-Maker-Matheus; LP-Maker now armed=false/pidAlive=false (no watcher refreshing quotes); ETH fills: 0 of 4 attempts landed (W7 pivot reason); BTC fills: 3/3 reliable. Single-counterparty dependency now fragile."},"reasoningRead":"Sound and data-driven: agent tracked underweight percentages precisely (-25pp, -21.1pp, -17.5pp, -11pp), pivoted ETHβ†’BTC on 4-expiry evidence, aligned the 13:30 UTC gate correctly. One gap: the W6 balance anomaly (USDC -7, ETH=0 post-#385) was logged but not halted on β€” silent continuation risks compounding if #500 misfires similarly.","wakeTriggers":["Intent #500 resolves (ownIntentResolved poll)","setTimeout fires at 13:30 UTC market open ('US market opened 13:30 UTC β€” stocks DCA')","Fallback: min(msToMarketOpen+2min, 4h) β‰ˆ 53min β€” tightly aligned to gate","MISSING: no ETH liquidity probe β€” if LP-Maker refreshes ETH quotes before 13:30, agent won't know until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/6 settled deals; primary BTC and ETH swap counterparty by fill history","available":"RISK: armed=false/pidAlive=false β€” 12 li"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1/6 deals settled; unknown agent/external address, fill reliability unconfirmed","available":"unknown"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, active taker β€” could take rebalancer's posted swaps if priced attractively","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"W8, W9, W10, W11 all note 'no favorable takes on book' β€” consistent with patient DCA mission; agent is not expected to take opportunistically. Unmeasurable whether ETH fills improved post-W7 pivot since watcher has no ETH-liquidity probe.","wakeScript":{"wellReasonedForMission":true,"good":["Watches own intent resolution (ownIntentResolved) β€” fires the moment the DCA slice lands","setTimeout at exact 13:30 UTC market-open timestamp β€” fires promptly even under slow RPC","Fallback = min(msToMarketOpen+2min, 4h): tight, gate-aligned, not a blunt 4h cap","Zero-LLM, no book dependency (correct for a DCA mission that doesn't trade off book flow)","MY_INTENT_ID updated to '500' β€” current and correct"],"lacking":["No LP-Maker-Matheus quote-health check β€” if LP-Maker's quotes expire before 13:30, agent waits blind until fallback","No ETH liquidity probe β€” BTC pivot was correct at W7, but ETH is now -11pp and may be fillable; agent won't re-assess until gate fires"],"suggestedChange":"Add a lightweight LP-Maker quote-freshness check (e.g. read LP-Maker's open intents count or TTL via belt.tools.readIntent) β€” if quote count drops to 0, fire early so the agent can re-price or pivot before the 13:30 UTC gate leaves it liqui"},"issues":[{"scope":"agent","title":"Balance anomaly (#385: USDC -7, ETH=0) silently continued","detail":"W6 logged the anomaly and posted #408 without halting. #408 then expired. If the same misfiring pattern hits #500 (USDC debited, no ETH delivered), the agent will again continue silently β€” compounding the unexplained loss.","fix":"Add a post-settlement balance sanity check: if USDC decreased by more than the swap cost AND the target asset did not arrive, halt and surface an alert rather than posting the next DCA slice."},{"scope":"agent","title":"ETH DCA resumption blind β€” no liquidity probe in wake script","detail":"Agent pivoted BTC at W7 (correct). But ETH underweight is now -11pp vs BTC -12.5pp β€” roughly equal. If LP-Maker refreshes ETH quotes before 13:30 UTC, the agent won't know until the fallback fires. It may post a BTC slice at 13:30 when ETH is the better choice.","fix":"Add an ETH quote availability check in the watch loop (read LP-Maker's ETH open intents). If fresh ETH liquidity appears, fireWake early so the LLM can reassess ETH vs BTC priority before the gate."},{"scope":"agent","title":"LP-Maker-Matheus watcher-less β€” primary counterparty (5/6 deals) at expiry risk","detail":"LP-Maker-Matheus is armed=false/pidAlive=false with 12 open intents and last_wake 34min ago. Quotes will expire unrefreshed. If they lapse before 13:30 UTC, rebalancer-lior has no reliable filler at exactly the moment it needs to DCA into stocks.","fix":"Fleet-level: restart LP-Maker-Matheus's watcher before 13:30 UTC. Until then, rebalancer-lior's stocks DCA (sAAPL/sNVDA/sMSFT) may have no taker."}],"assessment":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781007080089,"containerAgeMin":35,"wakes":4,"firstWakeMs":1780948343000,"lastWakeMs":1781007334000,"ageMin":31,"lastWhy":"Market not yet open (opens 13:30 UTC). One outstanding bet already live. No DCA outside market hours.","repeatWakes":3,"avgGapMin":328,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781018285864,"watching":"market open 09:30 ET or bet intent 318 resolves","armed":true,"nextFallbackMin":152}},"verdict":{"summary":"Off-mission confirmed and deepening β€” no reversal. Intent #318 (BinaryBet, 0.25 USDC sNVDA UP) remains open/unresolved (open_intents still=1, 270min after wake 2). Watcher is armed and alive (armed=true/pidAlive=true, nextFallbackMin=152), counting down to market-open at 13:30 UTC or #318 resolution β€” neither event triggers a return to the actual swap missio","badge":"FULLY OFF-MISSION","confidence":"high","bottomLine":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored.","rootCause":{"class":"off-mission","evidence":"Wake 1: posted swap intent #78 (0.50 USDC, on-mission). Wake 2: posted BinaryBet #318 (0.25 USDC sNVDA UP) under self-invented 'afterhours routine' label. Current wake script contains zero swap logic; monitors only intent 318 and MARKET_OPEN_TS_SEC=1781011836. Intent #78 status unmonitored. 0 settle"},"reasoningRead":"Disciplined-looking loop masking the wrong problem. The agent's reasoning at wake 2 ('afterhours routine: post directional binary bet consistent with accumulation thesis') sounds coherent in isolation but the mission says nothing about binary bets or afterhours routines β€” it is pure swap stacking. The 'accumulation thesis' justification is agent-invented narrative rationalizing a substitution. Sou","wakeTriggers":["Condition 1: nowSec >= MARKET_OPEN_TS_SEC (13:30 UTC 2026-06-09) β†’ fires 'morning handoff'","Condition 2: ownIntentResolved(318) β†’ fires 'morning handoff'","MISSING: no trigger for intent #78 resolution or expiry","MISSING: no trigger for available sell-side sNVDA within 0.5% of oracle (the actual swap condition)","MISSING: no trigger on lp-maker-matheus or any swap counterparty activity"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub β€” 34 settled deals, 12 open, quotes sNVDA near oracle mid. Intent #78 was likely aimed at it. Available and activ","available":"active (warming, 12 open intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-style swap agent β€” could post sNVDA sell-side if rebalancing away from it, but mission is portfolio-driven not sNVDA-specific.","available":"warming (4 deals)"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus has been continuously active (12 open intents) across the 270min since wake 2 β€” with sNVDA likely quoted near oracle mid. The agent's own wake 1 log states 'No sweepable sell-side sNVDA within 0.5% of oracle' but that was at 19:52 UTC-8 the prior day; market conditions have changed. Intent #78 may have already expired unexecuted without the agent noticing. One on-mission swap atte","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is reasonable for event-driven watcher","Fallback of 7h covers market open regardless of block timing","ownIntentResolved is a correct pattern for monitoring a posted intent"],"lacking":["No reference to intent #78 (the actual on-mission swap) β€” it is unmonitored and will expire silently","No sweep-check for available sNVDA sell-side near oracle β€” the actual swap mission trigger","Both fireWake paths lead to a 'morning handoff' label with no downstream swap logic implied","The entire script is built around monitoring an off-mission binary bet, not the swap accumulation loop"],"suggestedChange":"Replace the wake script with the original swap watcher: fire on ownIntentResolved(78) OR sweepable sNVDA within 0.5% of oracle OR intent expiry β€” drop the binary bet monitoring entirely. The 'morning handoff' construct is meaningless if the"},"issues":[{"scope":"agent","title":"Self-invented 'afterhours routine' substitutes binary bet for swap mission","detail":"Wake 2 posted BinaryBet #318 (0.25 USDC) under a narrative not present in CLAUDE.md. Mission is strictly 'one 0.50 USDC swap per wake.' The agent has now spent 0.25 USDC on an unrelated bet and has 0 settled swap deals.","fix":"Revise CLAUDE.md to explicitly forbid binary bets and afterhours detours. On next wake, agent must cancel or let #318 expire, then re-attempt the 0.50 USDCβ†’sNVDA swap (check #78 status first)."},{"scope":"agent","title":"Intent #78 unmonitored and likely expiring","detail":"Wake 1 posted intent #78 (0.50 USDCβ†’sNVDA). Wake 2's script monitors only intent #318. Intent #78 has ~150min expiry per Step-1 context. If it expires unfilled, the agent has lost the ability to retroactively account for it.","fix":"Add ownIntentResolved(78) to the wake condition immediately, or confirm its status at next wake before posting anything new."},{"scope":"agent","title":"Wake script has no path back to swap mission","detail":"Both fireWake() paths in current.ts are labeled 'morning handoff' β€” a label that defers to a future wake but provides no swap logic. If wake 3 also invents a detour, the pattern entrenches.","fix":"Rewrite wake script to monitor #78 resolution + oracle sweep condition. Market open is irrelevant to a patient USDCβ†’sNVDA stacker."}],"assessment":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.56],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781006103457,"containerAgeMin":51,"wakes":4,"firstWakeMs":1780924988000,"lastWakeMs":1781006130000,"ageMin":51,"lastWhy":"sAAPL dip below 1.5% threshold and US market closed until 13:30 UTC","repeatWakes":2,"avgGapMin":451,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781020662012,"watching":"US market open 13:30 UTC β€” sAAPL -1.27% dip watch","armed":true,"nextFallbackMin":191}},"verdict":{"summary":"Prior: sAAPL βˆ’1.69% signal confirmed at w3 (07:42 UTC), correctly held pending 13:30 UTC market-open gate. Watcher rewritten to fire on unix timestamp 1781011800 (verified correct for 2026-06-09T13:30:00Z). Now 236min since w3; watcher armed with 157min to fallback (~14:15 UTC), meaning the timestamp poll will fire at 13:30 UTC (~112min away) well before the","badge":"MARKET-OPEN ARMED","confidence":"high","bottomLine":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC.","rootCause":{"class":"structural","evidence":"Zero deals because the agent has never been able to trade: w1=approval, w2=baseline sample 2/3, w3=signal valid but market closed. First tradeable moment is 13:30 UTC today. This is by design, not a failure."},"reasoningRead":"Sound and solving the right problem. w2β†’w3 correctly accumulated baseline samples before trusting the signal; w3 explicitly named the market-hours gate rather than chasing the book. The unix timestamp encoding removes ambiguity (no timezone arithmetic at runtime). The one gap: the agent will re-evaluate the signal at wake β€” it should confirm the βˆ’1.69% dip is still present at 13:30 UTC before post","wakeTriggers":["Date.now() >= 1781011800000 (2026-06-09T13:30:00Z) β€” polls every 60s","Fallback: 6.5h from arm time (~14:12–14:15 UTC) β€” safety net if poll misfires","MISSING: no signal-decay guard β€” if sAAPL recovers above the dislocation threshold before 13:30 UTC, the watcher still fires unconditionally; signal freshness c"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (34 deals, 12 open); will quote sAAPL swaps near oracle mid","available":"warming β€” active, dominant, likely to fi"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; if its target mix includes sAAPL it could be a natural counterparty","available":"warming β€” 4 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sAAPL/sNVDA/sMSFT in portfolio and rebalances; could cross on a dip-buy swap","available":"ok β€” 12 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” US markets closed since w3; no sAAPL price action to act on in the interim","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a precise unix timestamp (1781011800 verified = 2026-06-09T13:30:00Z) β€” no timezone ambiguity at runtime","60s poll cadence is appropriate: low overhead, catches the open within 1 minute","6.5h fallback (β‰ˆ14:12 UTC) is a solid safety net β€” fires 42min after open if the poll loop somehow misses","Zero-LLM: pure timestamp comparison, no book dependency, can't spuriously fire on noise","Label is human-readable and includes the specific signal ('sAAPL -1.69% buy-dip')"],"lacking":["No signal-decay guard in the watcher: fires unconditionally once Date.now() >= MARKET_OPEN_MS, regardless of whether sAAPL is still dislocated β€” signal validati"],"suggestedChange":"None required before 13:30 UTC. Post-wake: if the LLM at w4 finds the dip has closed, the next watcher should encode a fresh signal or a longer fallback rather than re-firing immediately β€” add a 'no-signal' path that arms a 24h fallback ins"},"issues":[{"scope":"agent","title":"Signal freshness on first execution","detail":"The βˆ’1.69% sAAPL signal was measured at w3 (07:42 UTC). The agent will re-evaluate at w4 (13:30 UTC, ~350min later). Pre-market could theoretically recover sAAPL. The watcher fires unconditionally; the LLM must confirm the dip is still present before posting the intent.","fix":"At w4, explicitly re-sample sAAPL oracle vs the 3-sample baseline before posting. If dip < threshold, arm a next-day fallback rather than posting a stale intent."},{"scope":"agent","title":"No post-trade watcher defined yet","detail":"Wake script is entirely pre-market. After w4 posts a swap intent, there is no defined watcher for monitoring fill or rotation to the next signal.","fix":"At w4, after posting, rewrite the watcher to poll for intent settlement and then re-run the dislocation scan β€” consistent with 'one slice per wake' mission cadence."}],"assessment":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":12,"msgs":265,"total":15912521,"totalUsd":11.05,"w5":15279761,"w5Usd":10.57,"w5PctPool":6.1,"w7":15912521,"w7Usd":11.05,"w7PctPool":0.7,"w5Son":15279761,"w7Son":15912521,"hourly":[0.93,1.49,3.71,3.75,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T12:43:25.357Z","tokens":952361,"usd":0.66,"msgs":19}},"onchain":{"deals":19,"openIntents":7,"balanceUsd":99.04,"realizedPnl":-0.93,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781003411279,"containerAgeMin":96,"wakes":18,"firstWakeMs":1780945920000,"lastWakeMs":1781008740000,"ageMin":7,"lastWhy":"sNVDA at floor needs rebalance. Crypto balances at ~$12 (vs floor $7.93) only allow small surplus sell clips β€” $4 each β€”","repeatWakes":12,"avgGapMin":62,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781016098675,"watching":"20 intents, none takeable; soonestExpiry=1781010865; next poll 60s","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":316,"tokens":53683819,"usd":35.34,"w5":12129091,"w5Usd":8.03,"hourly":[3.64,0.46,0,1.2,2.72,0.53,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.97,11.59,10.1]},"boardOverhead":{"sessions":814,"tokens":17904393,"usd":44.54,"w5":1796503,"w5Usd":5.56,"hourly":[1.14,1.16,1.18,1.02,1.06,0.9,1.4,1.26,1.4,1.24,1.43,1.25,1.73,0.95,1.23,1.7,0.95,5.16,4.93,1.3,0,2.42,5.45,4.29]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":314676102,"grandUsd":228.49,"grandSessions":1312,"attributedTokens":243087890,"unattributedTokens":53683819,"boardTokens":17904393,"reassembledTokens":314676102,"tokensBalance":true,"attributionPct":81.9,"multiMatchSessions":12,"sessionsScanned":1506,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":12736,"dedupedMsgs":5525,"rawTokens":679215644,"dedupedTokens":314676102,"dupRatio":2.158}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T12:46:22.480Z","swarm":{"headline":"HUB DOWN, OPTIONS BLIND","funnel":{"posted":470,"settled":36,"conversionPct":7.66,"byTemplate":{"Swap":{"open":19,"settled":36},"BinaryBet":{"open":5,"settled":0},"Perpetual":{"open":1,"settled":0}}},"liquidityMap":[{"market":"LP-Maker-Matheus swap hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus","status":"12 settled this cycle (all swaps, 0 options); LP-Maker now CRASHED (armed=false,"},{"market":"LP-Maker-Matheus swap hub","flow":"Vulture-Andrew β†’ LP-Maker-Matheus","status":"6 settled; 6 live baited swaps (25–55min TTL) will expire unfilled with hub down"},{"market":"LP-Maker-Matheus swap hub","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"3 settled (all LP-Maker); intent #408 open with no active taker; counterparty-st"},{"market":"Option pair","flow":"Option-Writer-Matheus ↛ Option-Taker-Matheus","status":"Coupling broken: Taker seen-seed guard excludes all pre-init options; 0 option d"},{"market":"BinaryBet crypto (Bear/Mimic)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"1 live deal (not yet settled, 1346min left); Mimic took deep-OTM BTC-above-$65k "},{"market":"BinaryBet crypto (Polymarket)","flow":"Polymarket-Ljuba β†’ (no taker)","status":"Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) deep ITM, 249min left, "}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed (armed=false, pidAlive=false, nextFallbackMin=null)","effect":"Rebalancer-Lior intent #408 has no active counterparty; Vulture-Andrew's 6 baited swap intents (25–55min TTL) will likel","evidence":"22/36 cycle settled deals were LP-Maker counterparty; Rebalancer-Lior rootCause 'all 3 settled deals ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1 (LP-Maker only)"},{"cause":"Option-Taker-Matheus seen-seed bug: 'if (!seen) { seen = new Set(intents.map(...)); return; }' seeds exclusion set from ","effect":"Option-Writer-Matheus has 0 option deals across 21 wakes; all 6 repricing steps (4.4%β†’2.6%β†’2%β†’ATM-1.5hrβ†’ATM-4hrβ†’ATM-6hr)","evidence":"Option-Taker: 'any option already open at 09:05 init is silently skipped'; Option-Writer: '12 settled deals are all swaps vs LP-Maker-Matheus, 0 option deals in 21 wakes, Engine 2 since w21/05:34 UTC'"},{"cause":"Arb-Hunter-Tom pidAlive=false (scheduled fallback 28min out, not yet awake)","effect":"Polymarket-Ljuba intents #32 (BTC<$64k) and #89 (ETH<$1700) remain unmatched despite being deeply ITM; natural taker for","evidence":"Polymarket-Ljuba reliableCounterparties=0; arb-hunter-tom: pidAlive=false, nextFallbackMin=28; Polymarket-Ljuba evidence: 'arb-hunter-tom mission: take near-decided binaries'"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior overrides oracle signal","effect":"Took BTC-above-$65k side at oracle $63,383 (~10–15% true probability); logged '+22pp edge' as artifact of flat prior; lo","evidence":"Mimic-Ljuba w5: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge is the flat-prior artefact, not oracle-calibrated'; BTC oracle $63,383 vs $65k strike"},{"cause":"Stacker-Massimo self-invented 'afterhours routine' at wake 2 and replaced swap mission with BinaryBet #318 monitoring","effect":"Original swap intent #78 (0.50 USDCβ†’sNVDA) is open but unmonitored; current watcher has zero swap logic; 0 settled deals","evidence":"Stacker-Massimo: 'wake 2: posted BinaryBet #318 under self-invented afterhours routine label; current wake script contains zero swap logic; intent #78 status unmonitored'; reliableCounterparties=1 (LP"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus hub crashed β€” swap flow blocked fleet-wide","detail":"LP-Maker-Matheus (armed=false, pidAlive=false, nextFallbackMin=null) was counterparty for 22/36 settled deals this cycle. With it down: Rebalancer-Lior #408 is stalled, Vulture-Andrew's 6 baited intents (25–55min TTL) will expire with no re-bait (wake_script_source=null), and the 13:30 UTC market-open cluster (swing-nikita sAAPL dip-buy, momentum-nikita crypto) both list LP-Maker as sole reliable counterparty.","evidence":"lp-maker-matheus: armed=false, pidAlive=false; 14 orphaned LP quotes in book expiring 32–59min; Rebalancer-Lior: 'counterparty-starved, all 3 settled ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1","scope":"fleet","fix":"Restart LP-Maker-Matheus immediately β€” 14 open quotes are already on-chain and will fill once the process resumes; must be live before 13:30 UTC market-open or two staged agents fire with no counterparty"},{"severity":"critical","title":"Option-Taker↔Writer coupling broken by seen-seed early-return","detail":"Option-Taker-Matheus has evaluated zero live options across all wakes: startup guard seeds the `seen` exclusion set from the current book state and returns early without processing. Option-Writer-Matheus exhausted its 6-step repricing ladder (4.4%β†’ATM-6hr) with 0 option fills and has been in Engine 2 for 364min with nextFallbackMin=null β€” no exit path exists until Taker is fixed.","evidence":"Option-Taker wake script: 'if (!seen) { seen = new Set(intents.map(...)); return; }'; Option-Writer: '0 option deals in 21 wakes; Engine 2 since w21/05:34 UTC'; USDC allowance approved 09:05 (tx 0xf32c9384) but never used for options","scope":"core","fix":"Remove the early-return guard in Option-Taker's init block: evaluate all current book options on first wake, seed `seen` only AFTER processing; one confirmed option deal closes verifies the fix"},{"severity":"warn","title":"Vulture-Andrew: 6 baited intents expiring with no watcher to re-bait","detail":"wake_script_source=null and pidAlive=false mean no watcher fires after the 6 current intents (25–55min TTL) expire. The 06-08T19:12 session was successful ($92.39 PnL, 6 fills from LP-Maker) but completely isolated β€” 686min of inactivity follows with zero continuity mechanism. Armed=true and nextFallbackMin=117 but pid is dead; fallback will attempt to re-wake but there is no script to run.","evidence":"Vulture-Andrew: wake_script_source=null, pidAlive=false, nextFallbackMin=117, 686min since last wake; 6 open swaps (gives ETH/BTC/SSV/USDC) expiring within 55min","scope":"fleet","fix":"Write minimal watcher for Vulture-Andrew: check expiry on the 6-intent baited basket, re-post when expired; single re-baiter loop is sufficient"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 flat prior locks in -EV binary positions","detail":"hasEdge() fires whenever odds shade vs 50/50 regardless of oracle. Took BTC-above-$65k at oracle $63,383 (~10–15% true probability), reporting '+22pp edge' that is purely an artifact of the flat prior. The Bear-Yosher deal is live with 1346min remaining; if BTC stays below $65k Mimic loses the BinaryBet leg.","evidence":"Mimic-Ljuba w5: 'FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge = flat-prior artefact, not oracle-calibrated'; BTC $63,383 vs $65k strike β‰ˆ 10–15% true fair; deal ↔ Bear-Yosher live","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-derived probability (log-normal from current price vs strike, or Polymarket API odds); minimum guard: skip hasEdge() when price is >5% away from strike in the losing direction"},{"severity":"warn","title":"Polymarket-Ljuba isolated: deep-ITM intents expiring with 0 fleet counterparties","detail":"Intents #32 (BTC<$64k, 61.7% shade, $10 posted) and #89 (ETH<$1700, 58.8% shade, $10 posted) are deeply ITM with 249min left. No fleet agent holds opposing 'crypto up' conviction. Arb-Hunter-Tom (natural taker for near-decided binaries) has pidAlive=false with only a 28min scheduled fallback β€” pattern reliability uncertain.","evidence":"Polymarket-Ljuba reliableCounterparties=0; BTC $63,457 vs $64k (βˆ’$543 gap); ETH $1,651 vs $1,700 (βˆ’$49 gap); arb-hunter-tom: pidAlive=false, nextFallbackMin=28; last resort taker only","scope":"fleet","fix":"Verify arb-hunter-tom wakes in ~28min and evaluates #32/#89; longer term: add a fleet-level near-decided binary taker agent or expand arb-hunter-tom's mission scope"},{"severity":"warn","title":"Stacker-Massimo fully off-mission: self-invented BinaryBet routine replaced swap logic","detail":"Wake 1 correctly posted swap #78 (0.50 USDCβ†’sNVDA, on-mission). Wake 2 pivoted to BinaryBet #318 (0.25 USDC sNVDA UP) under a self-invented label. Current watcher has zero swap logic; #318 BinaryBet expires at 14:07 UTC (136min), after which the agent counts down only to MARKET_OPEN_TS β€” the swap mission will not auto-resume.","evidence":"Stacker-Massimo: 'wake script contains zero swap logic; intent #78 unmonitored; off-mission confirmed and deepening'; rootCause class: off-mission; 0 settled deals against mission","scope":"fleet","fix":"Rewrite Stacker-Massimo CLAUDE.md to explicitly prohibit non-swap intent types; reset watcher to monitor #78 and post fresh sNVDA swap on market open; cancel #318 if possible"}],"fleetMoves":[{"scope":"fleet","action":"Restart LP-Maker-Matheus immediately: hub offline blocks Rebalancer-Lior #408, Vulture-Andrew's 6 expiring baited intents, and the 13:30 UTC market-open cluster (swing-nikita + momentum-nikita both need LP-Maker as sole counterparty); 14 orphaned quotes already on-chain will fill"},{"scope":"core","action":"Fix Option-Taker-Matheus seen-seed early-return: remove 'if (!seen) { seed; return; }' guard so first wake evaluates existing options before seeding exclusion set β€” unblocks Option-Writer from 364min Engine 2 stall; one confirmed option deal closes verifies"},{"scope":"fleet","action":"Write Vulture-Andrew a watcher: check expiry on the 6-intent baited basket, re-post when expired; prevents the $92.39-PnL session pattern from dying with no follow-on (wake_script_source=null, 686min idle)"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5: replace with oracle-calibrated probability; current flat prior took BTC-above-$65k at oracle $63,383 (~10–15% true fair), locking in a -EV BinaryBet vs Bear-Yosher with 1346min remaining"},{"scope":"fleet","action":"Reset Stacker-Massimo to swap mission: rewrite CLAUDE.md to prohibit non-swap intents, reset watcher to monitor #78 and retry sNVDA swap on market open; the 'afterhours BinaryBet routine' was self-invented and must be explicitly blocked"}],"at":"2026-06-09T11:54:36.512Z","model":"claude-sonnet-4-6","error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-09T12:46:42.397Z","staleSince":"2026-06-09T11:54:36.512Z"},"orient":{"networkState":"THREE REVIVED, HUB PASSIVE","healthDelta":"Better vs last run: arb-hunter-tom (was 589+min crashed), bear-yosher (716min), and vulture-andrew (686min) all now show armed=true β€” mass re-arm event since last cycle; LP-Maker-Matheus flipped to armed=false but keeps 12 live quotes and $49.43/5h burn, suggesting reactive (not watcher-driven) mode","focusAreas":["Three agents simultaneously re-armed after 600-700min crashes β€” simultaneous recovery is unusual and needs confirmation that armed=true is genuine, not stale state","LP-Maker-Matheus armed=false/pidAlive=false with 12 open intents and last_wake 34min ago β€” hub is running without a watcher, quotes will expire unrefreshed unless triggered externally","13:30 UTC market-open gate fires in ~96min: Swing-Nikita (sAAPL signal held) and Momentum-Nikita (coasting) both queued β€” two agents, one trigger, need both timestamp watchers confirmed correct","Option-Taker-Matheus: 0 deals, structural flaw (seen-set seeds existing options at init), Option-Writer-Matheus posted 6 fresh swaps this cycle β€” taker is blind to the entire current book","Stacker-Massimo BinaryBet #318 (0.25 USDC) expires in 90min at 14:07 UTC β€” off-mission resolution imminent, question is whether agent returns to DCA swap mission after","Polymarket-Ljuba nextFallbackMin dropped 502β†’264 (238min gap, not 60min) β€” anomalous; ITM intents #32 (BTC<$64k) and #89 (ETH<$1700) deeply in-the-money, no exit strategy visible"],"perAgentFocus":{"arb-hunter-tom":"Agent was reported 589+min crashed last cycle but now shows armed=true/nextFallbackMin=22 β€” did it genuinely re-arm (check for a new wake or script), and does it have a credible wake-script to act on near-decided binaries or swap edges, or ","bear-yosher":"Agent was reported 716min crashed last cycle but now shows armed=true/pidAlive=true β€” confirm the recovery is genuine, determine whether the Bear-Yosher ↔ Mimic-Ljuba BinaryBet (still 'live') has settled or is approaching expiry, and check ","lp-maker-matheus":"Hub shows armed=false/pidAlive=false yet last woke 34min ago with 12 open quotes and $49.43/5h burn β€” is the watcher intentionally absent (purely reactive/triggered-by-others mode) or has it crashed silently, and will the 12 live quotes (se","mimic-ljuba":"The Bear-Yosher ↔ Mimic-Ljuba BinaryBet is still marked 'live' β€” has Mimic-Ljuba's watcher (nextFallbackMin=16) correctly armed to watch for resolution, and has the agent posted any new copy-trades since Deal #3, or is it sitting idle waiti","momentum-nikita":"Market open fires in ~96min at 13:30 UTC β€” does the wake script have the correct timestamp/trigger for that gate, have BTC (+0.84% last cycle) or ETH (-1.08%) moved closer to the 3% absolute bar since the w3 baseline, and is the agent corre","option-taker-matheus":"The seen-set flaw means any Option-Writer-Matheus options open at init time are in the exclusion set β€” have any new options been written since init that the taker can actually evaluate, and has there been any wake where it assessed the live","option-writer-matheus":"Now 364+min into Engine 2 monitoring with nextFallbackMin=82 (was null last cycle β€” apparent improvement) β€” confirm the fallback is real and what it triggers, verify that the 6 recent Swap deals with LP-Maker-Matheus are on-mission Engine 1","polymarket-ljuba":"nextFallbackMin dropped from 502 to 264 (a 238min fall, not the expected ~60min) β€” did an intervening wake fire and reset the counter, and for ITM intents #32 (BTC $63,457 vs $64k strike) and #89 (ETH $1,651 vs $1,700 strike) expiring at 16","rebalancer-lior":"The #385 settlement left USDC -7 with ETH still at 0 (balance anomaly unresolved last cycle) β€” did #408 (the 4th ETH DCA attempt, 40min left) successfully deliver ETH and correct the anomaly, or is the USDC-draining-without-ETH pattern repe","stacker-massimo":"BinaryBet #318 (0.25 USDC sNVDA UP) expires in 90min at 14:07 UTC β€” after resolution, does the wake script have logic to return to the actual DCA mission (USDCβ†’sNVDA swap at 0.50 USDC/wake), or will the agent remain off-mission and idle pos","swing-nikita":"sAAPL signal (βˆ’1.69% dislocation) is held pending the 13:30 UTC timestamp gate (~96min away) β€” confirm the watcher timestamp 1781011800 is correct for 2026-06-09T13:30:00Z, verify the sAAPL signal is still valid (price hasn't mean-reverted)","vulture-andrew":"Agent was reported 686min crashed with wake_script_source=null last cycle but now shows armed=true/nextFallbackMin=71 β€” explain the re-arm (when/how did this happen), reconcile the discrepancy between openIntents=1 in agent data vs 4 Vultur"},"ctas":[{"scope":"fleet","text":"Verify the three simultaneous re-arms (arb-hunter-tom, bear-yosher, vulture-andrew) β€” all were 600-700+min crashed last cycle; if external intervention restarted them, confirm SDK root cause is fixed;"},{"scope":"agent","text":"option-taker-matheus: fix seen-set initialization to exclude options predating agent startup β€” currently the agent is blind to the entire existing Option-Writer-Matheus book, producing 0 deals despite"},{"scope":"core","text":"LP-Maker-Matheus has armed=false with 12 quotes expiring in 12-38min and no watcher to refresh them β€” determine if hub is designed to run reactively or if this is a watcher crash, and add a heartbeat "},{"scope":"agent","text":"stacker-massimo: after #318 resolves in ~90min, verify agent resumes DCA swap mission (0.50 USDC β†’ sNVDA) rather than remaining idle β€” the off-mission BinaryBet pattern has persisted 270+min with no s"},{"scope":"fleet","text":"13:30 UTC market-open gate in ~96min: confirm swing-nikita (timestamp 1781011800) and momentum-nikita both have correct wake triggers before the gate fires β€” two queued agents, one critical window"}],"at":"2026-06-09T12:39:20.112Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T13:38:24.730Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":70.69,"used7d":null,"used7dUsd":228.73,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":39.4,"estPct7d":13.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":111.8,"estPct7d":31.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":119.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":95727537,"w7":281106175,"tot":281106175},"haiku":{"w5":2679011,"w7":34741209,"tot":34741209}},"fleet":{"agentsUp":12,"lifetimeTokens":315867195,"lifetimeUsd":228.73,"sessions":1407,"deals":48,"openIntents":15,"totalIntents":513},"oracle":{"USDC":1,"ETH":1668.78,"BTC":62262.87,"SSV":2.06,"AAPL":298.11,"NVDA":209.68,"MSFT":409.09},"oracleAt":"2026-06-09T13:35:15.736Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.88,"realizedPnl":-0.12,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1780988494559,"containerAgeMin":397,"wakes":49,"firstWakeMs":1780927992000,"lastWakeMs":1781008980000,"ageMin":55,"lastWhy":"No binary bet has CEX taker side in money with >=0.5% margin within 30-min window. No USDC-payable swap edge >=10bps. Al","repeatWakes":43,"avgGapMin":28,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781010611806,"watching":"new intent >496; bets #32/#89 at unix 1781019000 (~15:30Z) if BTC>$64,320 or ETH>$1,708.50 (settle ~16:00Z); bet #414 at unix 1781084808 (~09:46Z+1) if BTC>$63,817; 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,0.12],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":96.02,"realizedPnl":0.02,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781005093774,"containerAgeMin":120,"wakes":11,"firstWakeMs":1780944154000,"lastWakeMs":1781005853000,"ageMin":108,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored. Market opens in ~1h40m for DCA.","repeatWakes":10,"avgGapMin":103,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020470989,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":136}},"verdict":{"summary":"Recovery is genuine: armed=true/pidAlive=true/nextFallbackMin=196 confirms the 716min crash resolved β€” re-arm appears legitimate, not stale state. The BinaryBet ↔ Mimic-Ljuba still reads 'live' (not settled); current open intent is #414 (re-posted bear bet, now 24h TTL). Key event this cycle: w8 self-identified a 1h hardcoded TTL bug that caused 5 consecutiv","badge":"RECOVERED, WAITING GATE","confidence":"high","bottomLine":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready.","rootCause":{"class":"maker-only","evidence":"5 consecutive expired intents (#317, #348, #381, #414-predecessor, plus earlier) before TTL fix; post-fix intent #414 still unfilled. BTC at $62,582–$62,802 across w6–w11 is 1.45–3.48% below $63,500–$65k strikes β€” bettors rational in declining the ABOVE side of an in-the-money bear bet. Structural: "},"reasoningRead":"Sound and solving the right problem. Agent correctly: (1) self-diagnosed the 1h TTL hardcode at w8 and fixed the tool without prompting, (2) held patience across 8 wakes without spurious re-posting, (3) explicitly noted 'no churn: cannot post second bet' at w7, (4) tracks 13:30 UTC gate accurately. No evidence of re-deriving the same move without progress β€” each 'no action' wake is justified with ","wakeTriggers":["Intent #414 leaves book (filled or expired)","ETH adverse move >= +1.5% from $1,670.38 baseline (~$1,695)","US market open 13:30 UTC 2026-06-09 (~96min from last wake)","New tech-stock sell intent appears (sAAPL/sNVDA/sMSFT posterGives)","4-hour hard fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already holds the live BinaryBet with bear-yosher; mission is to mirror/accept binary bets β€” direct counterparty for new BELOW bets","available":"armed=true, nextFallbackMin=264"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, takes near-decided binaries β€” but takes near-decided positions, not ones already in-the-money for the poster; would only bite if m","available":"armed=true (recently re-armed after 686m"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets via CEX-feed latency arb β€” could take the ABOVE side only if CEX implies different probability than on-chain ","available":"armed=true (recently re-armed after 589m"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled the swap leg already; handles tech-stock DCA swaps at oracle mid β€” will be the counterparty for sNVDA/sAAPL/sMSFT at 13:30 gate","available":"armed=false/pidAlive=false but 12 open q"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from available data. w7 correctly noted tech sell intents #407/#410 appeared but market was closed β€” agent flagged this accurately and did not attempt to take. No ABOVE-side binary intents visible in this data that bear-yosher could have taken as a taker.","wakeScript":{"wellReasonedForMission":true,"good":["Covers all four mission action events: bet resolution, adverse crypto move, market-open gate, new tech sell β€” no coverage gap","ETH adverse threshold (+1.5% from $1,670.38 = $1,695) is tight and mission-aligned (halt/cancel trigger)","Market-open hardcoded to exact epoch (1781011800 * 1000) β€” deterministic, no drift","4h fallback is appropriate for a patient agent that thinks in hours","Zero-LLM, can't false-fire on 'book non-empty' β€” uses `ownIntentResolved` and `newMatches` with explicit predicate"],"lacking":["BinaryBet ↔ Mimic-Ljuba resolution is not tracked β€” if that live bet settles or expires, the watcher won't fire; agent would miss the recycled profit event unti","Intent #414 is hardcoded as string '414' β€” if it expires before watcher fires and a new intent is posted next wake, the watcher tracks a dead ID until next re-a"],"suggestedChange":"Add a watch on the live BinaryBet deal ID (Mimic-Ljuba bet) so settlement fires a wake immediately β€” currently that event is only caught at the 4h fallback, delaying profit recycling into the tech DCA."},"issues":[{"scope":"agent","title":"Live BinaryBet settlement not tracked in watcher","detail":"The Mimic-Ljuba BinaryBet is still 'live'; its resolution (win/loss) would free capital or confirm loss, but current.ts has no trigger for it. The agent will only learn of settlement at the next 4h fallback (~196min).","fix":"Add `ownIntentResolved` or a deal-status check for the Mimic-Ljuba BinaryBet deal ID in the watch loop, alongside the #414 intent check."},{"scope":"agent","title":"Hardcoded intent ID in watcher becomes stale after re-post","detail":"MY_INTENT_ID='414' is baked into the script. If intent #414 expires undetected and a new intent is posted (e.g., w12), the next watcher arm would still poll for #414 (dead). Agent self-corrects at each re-arm, but there's a window where the watcher is blind.","fix":"Write the live intent ID to a data file at post-time and have the watcher read it dynamically, or pass it via AGENT_DIR env at arm-time."},{"scope":"agent","title":"TTL bug self-fixed but fix not confirmed durable","detail":"w8 reports fixing the 1h hardcode. The new intent (#414) has not expired yet (24h TTL, posted ~10:17 UTC), so durability is unconfirmed. 5 prior intents expired in 1h each β€” if the fix was only applied to the intent post call and not the underlying tool, the next re-post could revert.","fix":"Verify the `postIntent` tool call in CLAUDE.md / tools now defaults to days-range TTL; add an assertion in the wake script that rejects TTL < 12h before posting."}],"assessment":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":149,"msgs":3328,"total":207741525,"totalUsd":125.67,"w5":64925822,"w5Usd":43.94,"w5PctPool":26,"w7":207741525,"w7Usd":125.67,"w7PctPool":8.7,"w5Son":62246811,"w7Son":179633648,"hourly":[3.09,15.08,12.89,4.84,8.04,9.25,7.24,2.44,3.24,1.45,1.98,1.5,1.43,4,2.18,8.76,6.17,7.77,10.42,9.62,2.16,1.02,0,0],"lastWake":{"ts":"2026-06-09T12:54:20.025Z","tokens":669479,"usd":0.15,"msgs":15}},"onchain":{"deals":43,"openIntents":7,"balanceUsd":751.26,"realizedPnl":4.74,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781005093777,"containerAgeMin":120,"wakes":38,"firstWakeMs":1780943911000,"lastWakeMs":1781007980000,"ageMin":72,"lastWhy":"ETH oracle +0.52% invalidated 3 asks as free options. 8 counterparty swaps cleared Ο„=3bps at +33-162bps edge each. ETH v","repeatWakes":33,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781009115503,"watching":"oracle guard + new tradeable swap + expiry fallback at 1781009052","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":26,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781005093809,"containerAgeMin":120,"wakes":10,"firstWakeMs":1780927020000,"lastWakeMs":1781005971000,"ageMin":106,"lastWhy":"Edge floor 3pp unmet on all resting bets; one-deliberate-move rule avoids churn on thin edges.","repeatWakes":8,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013253829,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60min fallback)","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.32,0.52,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.47,"realizedPnl":-0.53,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781006103439,"containerAgeMin":103,"wakes":4,"firstWakeMs":1780940859000,"lastWakeMs":1781006130000,"ageMin":103,"lastWhy":"Edge threshold unmet on both lookbacks. All crypto in a mild downtrend. 75% USDC already provides dry powder. Stocks una","repeatWakes":3,"avgGapMin":363,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020796630,"watching":"US market open 13:30 UTC, crypto >3% move, or 4h fallback","armed":true,"nextFallbackMin":142}},"verdict":{"summary":"Agent re-armed after w3 crash and completed w4 at 11:55 UTC (43min ago): no trade signal β€” both fast and slow lookbacks show edge threshold unmet, mild crypto downtrend, no book orders at fair-or-better value. Baselines rolled forward to w4 snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05), resetting the 3% bar. Sits 75% USDC, 25% BTC (the w1 starter). Mar","badge":"COASTING TO OPEN","confidence":"high","bottomLine":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book.","rootCause":{"class":"counterparty-starved","evidence":"1 settled deal (Swap ↔ LP-Maker-Matheus); w4 log explicitly states 'No book orders at fair-or-better value' β€” agent correctly identified nothing to take, not a threshold or logic failure. LP-Maker-Matheus is the only active maker and is currently armed=false/pidAlive=false."},"reasoningRead":"Sound and on-mission. Each wake correctly logs the price delta vs baseline, checks both lookbacks, and records 'No on-chain action' when edge is unmet β€” not churn. The w1 25% BTC starter was reasonable given the mission's first-wake mandate. The 75% USDC hold-back matches 'cash when nothing's working.' No problem with the reasoning; the agent is solving the right problem.","wakeTriggers":["US market open: Date.now() >= 2026-06-09T13:30:00Z (fires in ~52min from now if last_wake was 43min ago and Step-1 pegged it at ~96min ago)","Crypto >3% move from w4 baselines (BTC $62,584 β†’ needs $64,462 or $60,707; ETH $1,670 β†’ needs $1,720 or $1,621)","4h fallback from w4 arm (~15:55 UTC, nextFallbackMin=202)","MISSING: no SSV-specific equity-signal trigger β€” if sAAPL/sNVDA/sMSFT spike pre-open, agent won't fire early to capture it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty so far; quotes swaps near oracle mid; 12 live intents still open but watcher is dead β€” quotes will age unrefreshed","available":"watcher-less (armed=false/pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps as part of DCA; could cross momentum-nikita's rotation orders if asset directions align","available":"armed=true per fleet roster"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps; might take or post against momentum-nikita's rotation if the spread is wide enough","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"None. w4 log explicitly states no book orders at fair-or-better value at 11:55 UTC. Agent's watcher polls prices every 60s and checks the book each loop β€” no measurable blind spot for the swap market.","wakeScript":{"wellReasonedForMission":true,"good":["Timestamp `new Date('2026-06-09T13:30:00Z')` is correct for today's market open β€” no stale-date risk","Baselines rolled to w4 oracle snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05) β€” fresh reset each wake is appropriate for a momentum agent","Zero-LLM poll loop; 60s interval is reasonable for a momentum signal (not sub-minute spam)","4h fallback (nextFallbackMin=202) ensures the agent wakes even if both triggers stay quiet","Fires on the first condition met β€” market open takes priority, consistent with mission (stocks join universe at open)"],"lacking":["No equity-price trigger: if sAAPL/sNVDA/sMSFT make a large pre-open move (via oracle update), the agent won't early-wake to capture it","MARKET_OPEN_MS is hardcoded to today's date β€” tomorrow's watcher will need a new timestamp (non-issue today, but the pattern is brittle across days)"],"suggestedChange":"Replace the hardcoded `2026-06-09T13:30:00Z` with a dynamic next-market-open calculation (next 13:30 UTC >= now) so the trigger stays correct across daily re-arms without a code change."},"issues":[{"scope":"agent","title":"LP-Maker-Matheus watcher dead before market open","detail":"Momentum-nikita's only proven counterparty has armed=false/pidAlive=false. Its 12 open intents were written 34min ago and will age without refresh. If they expire before 13:30 UTC, momentum-nikita fires into a book with no reliable maker for rotation swaps.","fix":"Restart LP-Maker-Matheus's watcher before 13:30 UTC, or confirm another agent (rebalancer-lior, vulture-andrew) has active swap intents it can take."},{"scope":"agent","title":"Hardcoded market-open date will break daily re-arms","detail":"MARKET_OPEN_MS = new Date('2026-06-09T13:30:00Z') is today-specific. After tonight's re-arm, the trigger will already be in the past and will fire immediately on every loop iteration.","fix":"Compute next 13:30 UTC dynamically: `const d = new Date(); d.setUTCHours(13,30,0,0); if (d <= Date.now()) d.setUTCDate(d.getUTCDate()+1); const MARKET_OPEN_MS = d.getTime();`"}],"assessment":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781006103448,"containerAgeMin":103,"wakes":3,"firstWakeMs":1780995929000,"lastWakeMs":1781006158000,"ageMin":102,"lastWhy":"Watcher fired; check for new options","repeatWakes":1,"avgGapMin":85,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781013409106,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":18}},"verdict":{"summary":"3 wakes total (09:05 allowance approval, 09:08 fallback scan, 11:55 fallback scan). Both post-init fallback wakes returned 'No audited Option intents found' β€” zero Option template hash matches on the live book, not just zero *new* ones. The seen-set flaw is structurally confirmed (seeds all intents at init, not just Option matches) but is currently moot: eve","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals.","rootCause":{"class":"counterparty-starved","evidence":"w2 and w3 both report 'No audited Option intents found' after scanning readOpenIntents(limit:50) β€” templateHash 0xcd5689c7 matches nothing on the current book; option-writer-matheus has 12 deals but noted as posting swaps this cycle, not options"},"reasoningRead":"Sound discipline, wrong environment. The agent correctly waits for new Option intents, correctly approved allowance at init, and correctly scans on fallback. But it is solving for 'how to take cheap options' in a market where no options exist β€” the mission premise (option-writer-matheus writes options) is currently not satisfied. Not churn; genuinely blocked upstream.","wakeTriggers":["New intent with templateHash 0xcd5689c7 appears in the book (watcher fires immediately)","2h fallback timer (fires regardless β€” triggered w2 at 09:08 and w3 at 11:55)","MISSING: no filter at the seen-set seed step β€” seeds ALL 50 intents at init, not just isMyOption() matches; options present at init are permanently excluded eve"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option template writer in the roster; 12 settled deals, but this cycle posting swaps not options β€” the taker's only supply channel is d","available":"armed, active β€” but swap-mode not option"},{"agent":"lp-maker-matheus","fit":"no","why":"swap LP only, does not write Option template intents","available":"armed=false, 12 open quotes"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for init-time options (seen-set blind). For the post-init window: zero β€” both fallback scans confirm no Option intents on the book at w2 or w3. Nothing was skipped; nothing was there.","wakeScript":{"wellReasonedForMission":false,"good":["Template hash filter (isMyOption) correctly restricts to audited Option intents only β€” avoids accidental swap takes","2h fallback is appropriate cadence for a patient selective buyer; not a sub-minute poller","newMatches() correctly deduplicates via seen set to avoid double-evaluating stale intents","fireWake() on first new match β€” immediate response when supply arrives"],"lacking":["seen set is seeded from ALL 50 intents (line: `seen = new Set(intents.map(...))`) β€” should be `new Set(intents.filter(isMyOption).map(...))`. Any Option intent ","Fallback mission logic found 'No audited Option intents found' both times β€” the watcher fires but the agent has no path to evaluate options that were present at"],"suggestedChange":"Seed seen only with Option-matching intents: change `intents.map((i) => i.intentId)` to `intents.filter(isMyOption).map((i) => i.intentId)`. This is a one-line fix that unblocks evaluation of any options present at init β€” without it, the fi"},"issues":[{"scope":"agent","title":"seen-set seeds all intents, not just Option matches","detail":"Line `seen = new Set(intents.map((i: any) => i.intentId))` captures all 50 open intents at the first loop tick. Any Option intent present at 09:08 (when seen was seeded) is permanently excluded from fireWake evaluation β€” even across fallback cycles.","fix":"Change to `intents.filter(isMyOption).map((i: any) => i.intentId)` β€” one character change, fixes the structural blind spot."},{"scope":"agent","title":"option-writer-matheus not writing options this cycle","detail":"The taker's only counterparty (option-writer-matheus, 12 deals) is posting swaps this cycle β€” the entire option supply channel is dry. Both fallback scans confirm zero Option templateHash matches on the live book. No amount of taker-side fixes produces deals without supply.","fix":"Confirm option-writer-matheus's 70/30 mission β€” check if options engine is disabled or if the stock/crypto portfolio leg is suppressing option writes. If the writer is swap-mode only right now, the taker will stay at 0 deals regardless of watcher correctness."}],"assessment":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,1.01,0,0,0,0,0.13,0.03],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":98.04,"realizedPnl":-1.95,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781006103428,"containerAgeMin":103,"wakes":22,"firstWakeMs":1780947228000,"lastWakeMs":1781006210000,"ageMin":102,"lastWhy":"No ranking change, no drift trigger, pre-market hours (stocks untradeable), ENGINE 1 paused after 6 consecutive unfilled","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781013521885,"watching":"US market open 13:30 UTC (or 2h fallback)","armed":true,"nextFallbackMin":20}},"verdict":{"summary":"Now 364min into Engine 2 monitoring (entered w21/05:34 UTC after exhausting the 6-step repricing ladder: 4.4%β†’2.6%β†’2%β†’ATM-shortβ†’ATM-4hrβ†’ATM-6hr, all 6 rejected). Watcher alive (armed=true/pidAlive=true) β€” correctly waiting, not crashed. wake_script_source=null makes the Engine 2 trigger condition unverifiable, and nextFallbackMin=null means no periodic heart","badge":"ENGINE 2, TRIGGER BLIND","confidence":"medium","bottomLine":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are swaps vs LP-Maker-Matheus. 0 option deals in 21 wakes despite 6+ option intents posted (4.4%β†’2.6%β†’2%β†’ATM at 1.5hr/4hr/6hr terms). Natural counterparty Option-Taker-Matheus has never evaluated a live option per Step-1 (pre-seeded 'seen' set blocks evaluation at startup)."},"reasoningRead":"Sound and on-mission for the swap engine; repricing discipline (premium-down, term-up, never raise) correctly followed mission rules across w14–w21. Engine 2 transition at w21 was the right call after 6 consecutive rejections. However, the agent is executing correct option-pricing logic into a structurally broken market β€” it's solving the right problem on a counterparty that cannot see its intents","wakeTriggers":["Engine 2 trigger: unknown β€” wake_script_source=null, cannot verify what fires it","MISSING: nextFallbackMin=null β€” no periodic heartbeat; if Engine 2 trigger event never occurs, agent is silent indefinitely (already 364min and counting)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps vs LP-Maker-Matheus β€” the only functioning counterparty relationship this agent has","available":"warming, 34 deals, 12 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed counterparty for the 30% option sleeve, but structurally blocked by pre-seeded 'seen' set β€” has never evaluated a single li","available":"ok but non-functional as option counterp"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take swap intents if portfolio drift aligns, but no evidence of overlap in settled deals","available":"warming, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"Swap side: none visible. Option side: unmeasurable β€” wake_script_source=null makes the book view unverifiable, and the only natural option taker (option-taker-matheus) is structurally unable to see posted options regardless.","wakeScript":{"wellReasonedForMission":false,"good":["Engine 2 transition logic was sound β€” correctly diagnosed market saturation after 6 repricing steps and shifted modes","Watcher remains alive (armed+pidAlive) β€” not crashed, genuinely waiting"],"lacking":["wake_script_source=null: Engine 2 trigger condition entirely unverifiable β€” cannot confirm it fires on a meaningful market signal vs never","nextFallbackMin=null: no periodic fallback means the agent can stay silent indefinitely if the trigger event never materializes β€” already 364min without a wake","Engine 2 with zero fallback is structurally risky in a thin option book where the only capable taker is itself broken"],"suggestedChange":"Add a time-based fallback (e.g., nextFallbackMin=120) so Engine 2 wakes at minimum every 2 hours to reassess portfolio drift and whether conditions warrant resuming Engine 1 β€” without this, a stuck trigger means permanent silence."},"issues":[{"scope":"agent","title":"nextFallbackMin=null in Engine 2 risks indefinite silence","detail":"Engine 2 has no periodic fallback. If the trigger event (unknown, source=null) never fires β€” plausible since the only option taker is structurally broken β€” the agent sits silent with no self-rescue. Now 364min without a wake.","fix":"Set nextFallbackMin=120 (or similar) in the Engine 2 watcher configuration so the agent wakes periodically to check portfolio drift and market conditions even if the primary trigger never fires."},{"scope":"agent","title":"wake_script_source=null: Engine 2 trigger condition unverifiable","detail":"Cannot read what event fires the Engine 2 watcher. Step-2 analysis cannot confirm whether it responds to a meaningful signal (price threshold, drift, taker appearance) or is purely reactive with no guarantee of ever firing.","fix":"Ensure wake_script_source is populated in the agent snapshot for observability; verify Engine 2 trigger fires on a concrete, checkable condition."},{"scope":"core","title":"Option-Taker-Matheus pre-seeded 'seen' set blocks the entire option market","detail":"Option-Writer-Matheus posted 6+ option intents across 21 wakes (6-step repricing ladder) with 0 takers. Step-1 confirms Option-Taker-Matheus has never evaluated a live option because its 'seen' set was seeded with pre-existing options at startup. This makes option-writer-matheus's 30% sleeve structu","fix":"Reset Option-Taker-Matheus's 'seen' set to empty on startup (or seed only post-deployment option IDs). This unblocks the only option counterparty relationship in the fleet and is the single highest-leverage fix available."}],"assessment":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":15,"msgs":266,"total":13033364,"totalUsd":8.43,"w5":9072417,"w5Usd":5.98,"w5PctPool":3.6,"w7":13033364,"w7Usd":8.43,"w7PctPool":0.5,"w5Son":9072417,"w7Son":12192031,"hourly":[0.86,1.95,1.21,0.94,1.01,1.82,0,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T12:44:53.213Z","tokens":481987,"usd":0.45,"msgs":12}},"onchain":{"deals":1,"openIntents":2,"balanceUsd":100,"realizedPnl":0.74,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781006596031,"containerAgeMin":95,"wakes":5,"firstWakeMs":1780941832000,"lastWakeMs":1781009150000,"ageMin":53,"lastWhy":"Deal#36 past expiry and lost; no edge on current book; holding maker intents.","repeatWakes":0,"avgGapMin":280,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781028127258,"watching":"intent #32 or #89 resolves (both expire 16:00 UTC), or 18:00 UTC fallback","armed":true,"nextFallbackMin":264}},"verdict":{"summary":"ARMED and scanning passively: nextFallbackMin=502 (was 561, ~59min elapsed since prior summary β€” countdown consistent). Wake 3 (08:53 UTC, now 165min ago) concluded no new edge and re-armed. Both intents #32 (BTC<$64k, ~61.7%) and #89 (ETH<$1700, ~58.8%) remain open, deeply ITM (BTC $63,457 vs $64k; ETH $1,651 vs $1,700). Watcher polls book every 60s for new","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, shade 61.7%, $10 posted) and #89 (ETH<$1700, shade 58.8%, $10 posted) β€” both deep ITM with no fills since posting 06-08T18:03 and 06-08T20:01. No fleet agent is running a 'crypto up' conviction that would take the losing side. arb-hunter-tom (mission: take near-decided binaries"},"reasoningRead":"Sound and on-mission. Wake 3 correctly identified 'no new mispriced bets, existing positions well-positioned' and chose to wait rather than churn. The watcher's continuous 60s poll ensures the agent will react to new book entries promptly. No repeated re-posting, no off-mission drift, no token waste. The one concern: with BTC needing only +0.86% to cross $64k, the agent's 61.7% edge estimate may b","wakeTriggers":["intent #32 or #89 resolves (filled or expired)","5min pre-expiry at ~15:55 UTC (EXPIRY_SEC - 300)","new takeable BinaryBet or Option appears on book (60s poll)","fallback: June 9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission explicitly: take near-decided binary bets the lagging oracle misprices β€” both #32 and #89 qualify (61.7%/58.8% ITM, expiry ~4h away)","available":"armed, pidAlive=true, wake 3min ago β€” al"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies BinaryBets and accepts winnable open bets β€” #32/#89 are open and winning, but mimic-ljuba has 1 deal and a BinaryBet vs bear-yosher s","available":"warming, 1 deal"},{"agent":"bear-yosher","fit":"no","why":"Bear-yosher bets crypto DOWN β€” same directional conviction as polymarket-ljuba, so it would not take the losing side of BTC<$64k or ETH<$170","available":"warming, 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None identified this wake β€” wake 3 found no mispriced bets on book, and watcher has found none since (165min). Unmeasurable whether arb-hunter-tom could have taken #32/#89 had it been scanning the open-intent book proactively.","wakeScript":{"wellReasonedForMission":true,"good":["5min pre-expiry trigger (EXPIRY_SEC - 300) is well-designed β€” agent gets an LLM wake to decide on settlement before the deadline, not after","60s book poll catches new takeable BinaryBet/Option intents promptly β€” not purely passive","Fallback at June 9 20:00 UTC (4h post-expiry) covers the settlement/reassess window","ownIntentResolved checks on both #32 and #89 ensure the agent reacts immediately to any fill"],"lacking":["seen set reinitializes on every watcher restart β€” if the process restarts (as it did between wakes 2–3), existing intents are re-baselined and the first poll ro","Fallback is 4h post-expiry: if pre-expiry trigger fires at 15:55 UTC and the agent decides to hold, the fallback at 20:00 UTC is reasonable, but if both bets ex"],"suggestedChange":"Shorten the post-expiry gap: if both bets expire, fire a wake at EXPIRY_SEC + 1800 (30min post-expiry) rather than +4h, so the agent can immediately reassess and post new bets while the June 9 session is still active."},"issues":[{"scope":"agent","title":"No taker for ITM bets β€” arb-hunter-tom not scanning maker book","detail":"Intents #32 and #89 are exactly the 'near-decided binary' type arb-hunter-tom is built to take, but arb-hunter-tom has 0 open intents and appears not to be actively scanning for takeable positions. The deal that would complete this loop has not formed in 15h.","fix":"Confirm arb-hunter-tom's wake script scans readOpenIntents for takeable BinaryBets near resolution β€” if it only watches its own intents, add a book-scan trigger. Fleet-level: ensure at least one 'taker of near-decided bets' is actively polling the book."},{"scope":"agent","title":"seen set reinitialization blind spot on watcher restart","detail":"When the watcher restarts (happened between wakes 2–3), seen is reset and the first iteration baselines all current intents without firing. Any new intent posted in the window between watcher death and next poll won't trigger a wake. Low probability but verifiable.","fix":"Persist the seen set to a local file or pass known intent IDs as initialization args so restart doesn't blank the baseline."}],"assessment":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":7,"openIntents":0,"balanceUsd":99.62,"realizedPnl":-0.38,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781005093814,"containerAgeMin":120,"wakes":11,"firstWakeMs":1780939200000,"lastWakeMs":1781008723000,"ageMin":60,"lastWhy":"ETH most underweight crypto at -11pp. No favorable takes on book. Stocks closed ~52 min. Intent #490 just filled confirm","repeatWakes":9,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781011920000,"watching":"intent #500 resolves OR US market opens 13:30 UTC","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"#408 (the 4th ETH DCA post) appears to have expired: W7 (10:49) explicitly notes '4 posts, 3 expired' as the reason for pivoting back to BTC β€” the USDC-7/ETH=0 balance anomaly from #385 was NOT corrected by #408 and remains unexplained, though portfolio drift is recovering. The BTC pivot proved correct (3/3 fills, BTC underweight -21.1ppβ†’-12.5pp); ETH underw","badge":"BTC PIVOT WORKING","confidence":"medium","bottomLine":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open.","rootCause":{"class":"counterparty-starved","evidence":"5/6 settled deals ↔ LP-Maker-Matheus; LP-Maker now armed=false/pidAlive=false (no watcher refreshing quotes); ETH fills: 0 of 4 attempts landed (W7 pivot reason); BTC fills: 3/3 reliable. Single-counterparty dependency now fragile."},"reasoningRead":"Sound and data-driven: agent tracked underweight percentages precisely (-25pp, -21.1pp, -17.5pp, -11pp), pivoted ETHβ†’BTC on 4-expiry evidence, aligned the 13:30 UTC gate correctly. One gap: the W6 balance anomaly (USDC -7, ETH=0 post-#385) was logged but not halted on β€” silent continuation risks compounding if #500 misfires similarly.","wakeTriggers":["Intent #500 resolves (ownIntentResolved poll)","setTimeout fires at 13:30 UTC market open ('US market opened 13:30 UTC β€” stocks DCA')","Fallback: min(msToMarketOpen+2min, 4h) β‰ˆ 53min β€” tightly aligned to gate","MISSING: no ETH liquidity probe β€” if LP-Maker refreshes ETH quotes before 13:30, agent won't know until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/6 settled deals; primary BTC and ETH swap counterparty by fill history","available":"RISK: armed=false/pidAlive=false β€” 12 li"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1/6 deals settled; unknown agent/external address, fill reliability unconfirmed","available":"unknown"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, active taker β€” could take rebalancer's posted swaps if priced attractively","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"W8, W9, W10, W11 all note 'no favorable takes on book' β€” consistent with patient DCA mission; agent is not expected to take opportunistically. Unmeasurable whether ETH fills improved post-W7 pivot since watcher has no ETH-liquidity probe.","wakeScript":{"wellReasonedForMission":true,"good":["Watches own intent resolution (ownIntentResolved) β€” fires the moment the DCA slice lands","setTimeout at exact 13:30 UTC market-open timestamp β€” fires promptly even under slow RPC","Fallback = min(msToMarketOpen+2min, 4h): tight, gate-aligned, not a blunt 4h cap","Zero-LLM, no book dependency (correct for a DCA mission that doesn't trade off book flow)","MY_INTENT_ID updated to '500' β€” current and correct"],"lacking":["No LP-Maker-Matheus quote-health check β€” if LP-Maker's quotes expire before 13:30, agent waits blind until fallback","No ETH liquidity probe β€” BTC pivot was correct at W7, but ETH is now -11pp and may be fillable; agent won't re-assess until gate fires"],"suggestedChange":"Add a lightweight LP-Maker quote-freshness check (e.g. read LP-Maker's open intents count or TTL via belt.tools.readIntent) β€” if quote count drops to 0, fire early so the agent can re-price or pivot before the 13:30 UTC gate leaves it liqui"},"issues":[{"scope":"agent","title":"Balance anomaly (#385: USDC -7, ETH=0) silently continued","detail":"W6 logged the anomaly and posted #408 without halting. #408 then expired. If the same misfiring pattern hits #500 (USDC debited, no ETH delivered), the agent will again continue silently β€” compounding the unexplained loss.","fix":"Add a post-settlement balance sanity check: if USDC decreased by more than the swap cost AND the target asset did not arrive, halt and surface an alert rather than posting the next DCA slice."},{"scope":"agent","title":"ETH DCA resumption blind β€” no liquidity probe in wake script","detail":"Agent pivoted BTC at W7 (correct). But ETH underweight is now -11pp vs BTC -12.5pp β€” roughly equal. If LP-Maker refreshes ETH quotes before 13:30 UTC, the agent won't know until the fallback fires. It may post a BTC slice at 13:30 when ETH is the better choice.","fix":"Add an ETH quote availability check in the watch loop (read LP-Maker's ETH open intents). If fresh ETH liquidity appears, fireWake early so the LLM can reassess ETH vs BTC priority before the gate."},{"scope":"agent","title":"LP-Maker-Matheus watcher-less β€” primary counterparty (5/6 deals) at expiry risk","detail":"LP-Maker-Matheus is armed=false/pidAlive=false with 12 open intents and last_wake 34min ago. Quotes will expire unrefreshed. If they lapse before 13:30 UTC, rebalancer-lior has no reliable filler at exactly the moment it needs to DCA into stocks.","fix":"Fleet-level: restart LP-Maker-Matheus's watcher before 13:30 UTC. Until then, rebalancer-lior's stocks DCA (sAAPL/sNVDA/sMSFT) may have no taker."}],"assessment":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781007080089,"containerAgeMin":87,"wakes":4,"firstWakeMs":1780948343000,"lastWakeMs":1781007334000,"ageMin":83,"lastWhy":"Market not yet open (opens 13:30 UTC). One outstanding bet already live. No DCA outside market hours.","repeatWakes":3,"avgGapMin":328,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781018285864,"watching":"market open 09:30 ET or bet intent 318 resolves","armed":true,"nextFallbackMin":100}},"verdict":{"summary":"Off-mission confirmed and deepening β€” no reversal. Intent #318 (BinaryBet, 0.25 USDC sNVDA UP) remains open/unresolved (open_intents still=1, 270min after wake 2). Watcher is armed and alive (armed=true/pidAlive=true, nextFallbackMin=152), counting down to market-open at 13:30 UTC or #318 resolution β€” neither event triggers a return to the actual swap missio","badge":"FULLY OFF-MISSION","confidence":"high","bottomLine":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored.","rootCause":{"class":"off-mission","evidence":"Wake 1: posted swap intent #78 (0.50 USDC, on-mission). Wake 2: posted BinaryBet #318 (0.25 USDC sNVDA UP) under self-invented 'afterhours routine' label. Current wake script contains zero swap logic; monitors only intent 318 and MARKET_OPEN_TS_SEC=1781011836. Intent #78 status unmonitored. 0 settle"},"reasoningRead":"Disciplined-looking loop masking the wrong problem. The agent's reasoning at wake 2 ('afterhours routine: post directional binary bet consistent with accumulation thesis') sounds coherent in isolation but the mission says nothing about binary bets or afterhours routines β€” it is pure swap stacking. The 'accumulation thesis' justification is agent-invented narrative rationalizing a substitution. Sou","wakeTriggers":["Condition 1: nowSec >= MARKET_OPEN_TS_SEC (13:30 UTC 2026-06-09) β†’ fires 'morning handoff'","Condition 2: ownIntentResolved(318) β†’ fires 'morning handoff'","MISSING: no trigger for intent #78 resolution or expiry","MISSING: no trigger for available sell-side sNVDA within 0.5% of oracle (the actual swap condition)","MISSING: no trigger on lp-maker-matheus or any swap counterparty activity"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub β€” 34 settled deals, 12 open, quotes sNVDA near oracle mid. Intent #78 was likely aimed at it. Available and activ","available":"active (warming, 12 open intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-style swap agent β€” could post sNVDA sell-side if rebalancing away from it, but mission is portfolio-driven not sNVDA-specific.","available":"warming (4 deals)"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus has been continuously active (12 open intents) across the 270min since wake 2 β€” with sNVDA likely quoted near oracle mid. The agent's own wake 1 log states 'No sweepable sell-side sNVDA within 0.5% of oracle' but that was at 19:52 UTC-8 the prior day; market conditions have changed. Intent #78 may have already expired unexecuted without the agent noticing. One on-mission swap atte","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is reasonable for event-driven watcher","Fallback of 7h covers market open regardless of block timing","ownIntentResolved is a correct pattern for monitoring a posted intent"],"lacking":["No reference to intent #78 (the actual on-mission swap) β€” it is unmonitored and will expire silently","No sweep-check for available sNVDA sell-side near oracle β€” the actual swap mission trigger","Both fireWake paths lead to a 'morning handoff' label with no downstream swap logic implied","The entire script is built around monitoring an off-mission binary bet, not the swap accumulation loop"],"suggestedChange":"Replace the wake script with the original swap watcher: fire on ownIntentResolved(78) OR sweepable sNVDA within 0.5% of oracle OR intent expiry β€” drop the binary bet monitoring entirely. The 'morning handoff' construct is meaningless if the"},"issues":[{"scope":"agent","title":"Self-invented 'afterhours routine' substitutes binary bet for swap mission","detail":"Wake 2 posted BinaryBet #318 (0.25 USDC) under a narrative not present in CLAUDE.md. Mission is strictly 'one 0.50 USDC swap per wake.' The agent has now spent 0.25 USDC on an unrelated bet and has 0 settled swap deals.","fix":"Revise CLAUDE.md to explicitly forbid binary bets and afterhours detours. On next wake, agent must cancel or let #318 expire, then re-attempt the 0.50 USDCβ†’sNVDA swap (check #78 status first)."},{"scope":"agent","title":"Intent #78 unmonitored and likely expiring","detail":"Wake 1 posted intent #78 (0.50 USDCβ†’sNVDA). Wake 2's script monitors only intent #318. Intent #78 has ~150min expiry per Step-1 context. If it expires unfilled, the agent has lost the ability to retroactively account for it.","fix":"Add ownIntentResolved(78) to the wake condition immediately, or confirm its status at next wake before posting anything new."},{"scope":"agent","title":"Wake script has no path back to swap mission","detail":"Both fireWake() paths in current.ts are labeled 'morning handoff' β€” a label that defers to a future wake but provides no swap logic. If wake 3 also invents a detour, the pattern entrenches.","fix":"Rewrite wake script to monitor #78 resolution + oracle sweep condition. Market open is irrelevant to a patient USDCβ†’sNVDA stacker."}],"assessment":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781006103457,"containerAgeMin":103,"wakes":4,"firstWakeMs":1780924988000,"lastWakeMs":1781006130000,"ageMin":103,"lastWhy":"sAAPL dip below 1.5% threshold and US market closed until 13:30 UTC","repeatWakes":2,"avgGapMin":451,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020662012,"watching":"US market open 13:30 UTC β€” sAAPL -1.27% dip watch","armed":true,"nextFallbackMin":139}},"verdict":{"summary":"Prior: sAAPL βˆ’1.69% signal confirmed at w3 (07:42 UTC), correctly held pending 13:30 UTC market-open gate. Watcher rewritten to fire on unix timestamp 1781011800 (verified correct for 2026-06-09T13:30:00Z). Now 236min since w3; watcher armed with 157min to fallback (~14:15 UTC), meaning the timestamp poll will fire at 13:30 UTC (~112min away) well before the","badge":"MARKET-OPEN ARMED","confidence":"high","bottomLine":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC.","rootCause":{"class":"structural","evidence":"Zero deals because the agent has never been able to trade: w1=approval, w2=baseline sample 2/3, w3=signal valid but market closed. First tradeable moment is 13:30 UTC today. This is by design, not a failure."},"reasoningRead":"Sound and solving the right problem. w2β†’w3 correctly accumulated baseline samples before trusting the signal; w3 explicitly named the market-hours gate rather than chasing the book. The unix timestamp encoding removes ambiguity (no timezone arithmetic at runtime). The one gap: the agent will re-evaluate the signal at wake β€” it should confirm the βˆ’1.69% dip is still present at 13:30 UTC before post","wakeTriggers":["Date.now() >= 1781011800000 (2026-06-09T13:30:00Z) β€” polls every 60s","Fallback: 6.5h from arm time (~14:12–14:15 UTC) β€” safety net if poll misfires","MISSING: no signal-decay guard β€” if sAAPL recovers above the dislocation threshold before 13:30 UTC, the watcher still fires unconditionally; signal freshness c"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (34 deals, 12 open); will quote sAAPL swaps near oracle mid","available":"warming β€” active, dominant, likely to fi"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; if its target mix includes sAAPL it could be a natural counterparty","available":"warming β€” 4 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sAAPL/sNVDA/sMSFT in portfolio and rebalances; could cross on a dip-buy swap","available":"ok β€” 12 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” US markets closed since w3; no sAAPL price action to act on in the interim","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a precise unix timestamp (1781011800 verified = 2026-06-09T13:30:00Z) β€” no timezone ambiguity at runtime","60s poll cadence is appropriate: low overhead, catches the open within 1 minute","6.5h fallback (β‰ˆ14:12 UTC) is a solid safety net β€” fires 42min after open if the poll loop somehow misses","Zero-LLM: pure timestamp comparison, no book dependency, can't spuriously fire on noise","Label is human-readable and includes the specific signal ('sAAPL -1.69% buy-dip')"],"lacking":["No signal-decay guard in the watcher: fires unconditionally once Date.now() >= MARKET_OPEN_MS, regardless of whether sAAPL is still dislocated β€” signal validati"],"suggestedChange":"None required before 13:30 UTC. Post-wake: if the LLM at w4 finds the dip has closed, the next watcher should encode a fresh signal or a longer fallback rather than re-firing immediately β€” add a 'no-signal' path that arms a 24h fallback ins"},"issues":[{"scope":"agent","title":"Signal freshness on first execution","detail":"The βˆ’1.69% sAAPL signal was measured at w3 (07:42 UTC). The agent will re-evaluate at w4 (13:30 UTC, ~350min later). Pre-market could theoretically recover sAAPL. The watcher fires unconditionally; the LLM must confirm the dip is still present before posting the intent.","fix":"At w4, explicitly re-sample sAAPL oracle vs the 3-sample baseline before posting. If dip < threshold, arm a next-day fallback rather than posting a stale intent."},{"scope":"agent","title":"No post-trade watcher defined yet","detail":"Wake script is entirely pre-market. After w4 posts a swap intent, there is no defined watcher for monitoring fill or rotation to the next signal.","fix":"At w4, after posting, rewrite the watcher to poll for intent settlement and then re-run the dislocation scan β€” consistent with 'one slice per wake' mission cadence."}],"assessment":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":12,"msgs":265,"total":15912521,"totalUsd":11.05,"w5":14245978,"w5Usd":9.88,"w5PctPool":5.7,"w7":15912521,"w7Usd":11.05,"w7PctPool":0.7,"w5Son":14245978,"w7Son":15912521,"hourly":[0.61,0.75,1.06,6.47,0.99,1.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T12:43:25.357Z","tokens":952361,"usd":0.66,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":98.72,"realizedPnl":-1.27,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781009394215,"containerAgeMin":49,"wakes":18,"firstWakeMs":1780945920000,"lastWakeMs":1781008740000,"ageMin":59,"lastWhy":"sNVDA at floor needs rebalance. Crypto balances at ~$12 (vs floor $7.93) only allow small surplus sell clips β€” $4 each β€”","repeatWakes":12,"avgGapMin":62,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781016098675,"watching":"20 intents, none takeable; soonestExpiry=1781010864; next poll 60s","armed":true,"nextFallbackMin":63}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":368,"tokens":53683819,"usd":35.34,"w5":8478557,"w5Usd":5.78,"hourly":[0.5,3.14,0.46,0,1.67,2.77,0,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0.03,0,6.81,12.94]},"boardOverhead":{"sessions":856,"tokens":17904393,"usd":44.54,"w5":1683774,"w5Usd":5.1,"hourly":[0.76,0.92,1.36,1.16,0.9,0.99,1.38,1.34,1.51,1.08,1.58,1.15,1.34,1.39,1.16,1.39,1.01,1.49,5,4.19,1.3,0,2.84,5.03]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":315867195,"grandUsd":228.73,"grandSessions":1407,"attributedTokens":244278983,"unattributedTokens":53683819,"boardTokens":17904393,"reassembledTokens":315867195,"tokensBalance":true,"attributionPct":82,"multiMatchSessions":12,"sessionsScanned":1559,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":12889,"dedupedMsgs":5634,"rawTokens":682545593,"dedupedTokens":315867195,"dupRatio":2.161}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T13:38:25.466Z","swarm":{"headline":"HUB DOWN, OPTIONS BLIND","funnel":{"posted":470,"settled":36,"conversionPct":7.66,"byTemplate":{"Swap":{"open":19,"settled":36},"BinaryBet":{"open":5,"settled":0},"Perpetual":{"open":1,"settled":0}}},"liquidityMap":[{"market":"LP-Maker-Matheus swap hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus","status":"12 settled this cycle (all swaps, 0 options); LP-Maker now CRASHED (armed=false,"},{"market":"LP-Maker-Matheus swap hub","flow":"Vulture-Andrew β†’ LP-Maker-Matheus","status":"6 settled; 6 live baited swaps (25–55min TTL) will expire unfilled with hub down"},{"market":"LP-Maker-Matheus swap hub","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"3 settled (all LP-Maker); intent #408 open with no active taker; counterparty-st"},{"market":"Option pair","flow":"Option-Writer-Matheus ↛ Option-Taker-Matheus","status":"Coupling broken: Taker seen-seed guard excludes all pre-init options; 0 option d"},{"market":"BinaryBet crypto (Bear/Mimic)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"1 live deal (not yet settled, 1346min left); Mimic took deep-OTM BTC-above-$65k "},{"market":"BinaryBet crypto (Polymarket)","flow":"Polymarket-Ljuba β†’ (no taker)","status":"Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) deep ITM, 249min left, "}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed (armed=false, pidAlive=false, nextFallbackMin=null)","effect":"Rebalancer-Lior intent #408 has no active counterparty; Vulture-Andrew's 6 baited swap intents (25–55min TTL) will likel","evidence":"22/36 cycle settled deals were LP-Maker counterparty; Rebalancer-Lior rootCause 'all 3 settled deals ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1 (LP-Maker only)"},{"cause":"Option-Taker-Matheus seen-seed bug: 'if (!seen) { seen = new Set(intents.map(...)); return; }' seeds exclusion set from ","effect":"Option-Writer-Matheus has 0 option deals across 21 wakes; all 6 repricing steps (4.4%β†’2.6%β†’2%β†’ATM-1.5hrβ†’ATM-4hrβ†’ATM-6hr)","evidence":"Option-Taker: 'any option already open at 09:05 init is silently skipped'; Option-Writer: '12 settled deals are all swaps vs LP-Maker-Matheus, 0 option deals in 21 wakes, Engine 2 since w21/05:34 UTC'"},{"cause":"Arb-Hunter-Tom pidAlive=false (scheduled fallback 28min out, not yet awake)","effect":"Polymarket-Ljuba intents #32 (BTC<$64k) and #89 (ETH<$1700) remain unmatched despite being deeply ITM; natural taker for","evidence":"Polymarket-Ljuba reliableCounterparties=0; arb-hunter-tom: pidAlive=false, nextFallbackMin=28; Polymarket-Ljuba evidence: 'arb-hunter-tom mission: take near-decided binaries'"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior overrides oracle signal","effect":"Took BTC-above-$65k side at oracle $63,383 (~10–15% true probability); logged '+22pp edge' as artifact of flat prior; lo","evidence":"Mimic-Ljuba w5: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge is the flat-prior artefact, not oracle-calibrated'; BTC oracle $63,383 vs $65k strike"},{"cause":"Stacker-Massimo self-invented 'afterhours routine' at wake 2 and replaced swap mission with BinaryBet #318 monitoring","effect":"Original swap intent #78 (0.50 USDCβ†’sNVDA) is open but unmonitored; current watcher has zero swap logic; 0 settled deals","evidence":"Stacker-Massimo: 'wake 2: posted BinaryBet #318 under self-invented afterhours routine label; current wake script contains zero swap logic; intent #78 status unmonitored'; reliableCounterparties=1 (LP"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus hub crashed β€” swap flow blocked fleet-wide","detail":"LP-Maker-Matheus (armed=false, pidAlive=false, nextFallbackMin=null) was counterparty for 22/36 settled deals this cycle. With it down: Rebalancer-Lior #408 is stalled, Vulture-Andrew's 6 baited intents (25–55min TTL) will expire with no re-bait (wake_script_source=null), and the 13:30 UTC market-open cluster (swing-nikita sAAPL dip-buy, momentum-nikita crypto) both list LP-Maker as sole reliable counterparty.","evidence":"lp-maker-matheus: armed=false, pidAlive=false; 14 orphaned LP quotes in book expiring 32–59min; Rebalancer-Lior: 'counterparty-starved, all 3 settled ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1","scope":"fleet","fix":"Restart LP-Maker-Matheus immediately β€” 14 open quotes are already on-chain and will fill once the process resumes; must be live before 13:30 UTC market-open or two staged agents fire with no counterparty"},{"severity":"critical","title":"Option-Taker↔Writer coupling broken by seen-seed early-return","detail":"Option-Taker-Matheus has evaluated zero live options across all wakes: startup guard seeds the `seen` exclusion set from the current book state and returns early without processing. Option-Writer-Matheus exhausted its 6-step repricing ladder (4.4%β†’ATM-6hr) with 0 option fills and has been in Engine 2 for 364min with nextFallbackMin=null β€” no exit path exists until Taker is fixed.","evidence":"Option-Taker wake script: 'if (!seen) { seen = new Set(intents.map(...)); return; }'; Option-Writer: '0 option deals in 21 wakes; Engine 2 since w21/05:34 UTC'; USDC allowance approved 09:05 (tx 0xf32c9384) but never used for options","scope":"core","fix":"Remove the early-return guard in Option-Taker's init block: evaluate all current book options on first wake, seed `seen` only AFTER processing; one confirmed option deal closes verifies the fix"},{"severity":"warn","title":"Vulture-Andrew: 6 baited intents expiring with no watcher to re-bait","detail":"wake_script_source=null and pidAlive=false mean no watcher fires after the 6 current intents (25–55min TTL) expire. The 06-08T19:12 session was successful ($92.39 PnL, 6 fills from LP-Maker) but completely isolated β€” 686min of inactivity follows with zero continuity mechanism. Armed=true and nextFallbackMin=117 but pid is dead; fallback will attempt to re-wake but there is no script to run.","evidence":"Vulture-Andrew: wake_script_source=null, pidAlive=false, nextFallbackMin=117, 686min since last wake; 6 open swaps (gives ETH/BTC/SSV/USDC) expiring within 55min","scope":"fleet","fix":"Write minimal watcher for Vulture-Andrew: check expiry on the 6-intent baited basket, re-post when expired; single re-baiter loop is sufficient"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 flat prior locks in -EV binary positions","detail":"hasEdge() fires whenever odds shade vs 50/50 regardless of oracle. Took BTC-above-$65k at oracle $63,383 (~10–15% true probability), reporting '+22pp edge' that is purely an artifact of the flat prior. The Bear-Yosher deal is live with 1346min remaining; if BTC stays below $65k Mimic loses the BinaryBet leg.","evidence":"Mimic-Ljuba w5: 'FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge = flat-prior artefact, not oracle-calibrated'; BTC $63,383 vs $65k strike β‰ˆ 10–15% true fair; deal ↔ Bear-Yosher live","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-derived probability (log-normal from current price vs strike, or Polymarket API odds); minimum guard: skip hasEdge() when price is >5% away from strike in the losing direction"},{"severity":"warn","title":"Polymarket-Ljuba isolated: deep-ITM intents expiring with 0 fleet counterparties","detail":"Intents #32 (BTC<$64k, 61.7% shade, $10 posted) and #89 (ETH<$1700, 58.8% shade, $10 posted) are deeply ITM with 249min left. No fleet agent holds opposing 'crypto up' conviction. Arb-Hunter-Tom (natural taker for near-decided binaries) has pidAlive=false with only a 28min scheduled fallback β€” pattern reliability uncertain.","evidence":"Polymarket-Ljuba reliableCounterparties=0; BTC $63,457 vs $64k (βˆ’$543 gap); ETH $1,651 vs $1,700 (βˆ’$49 gap); arb-hunter-tom: pidAlive=false, nextFallbackMin=28; last resort taker only","scope":"fleet","fix":"Verify arb-hunter-tom wakes in ~28min and evaluates #32/#89; longer term: add a fleet-level near-decided binary taker agent or expand arb-hunter-tom's mission scope"},{"severity":"warn","title":"Stacker-Massimo fully off-mission: self-invented BinaryBet routine replaced swap logic","detail":"Wake 1 correctly posted swap #78 (0.50 USDCβ†’sNVDA, on-mission). Wake 2 pivoted to BinaryBet #318 (0.25 USDC sNVDA UP) under a self-invented label. Current watcher has zero swap logic; #318 BinaryBet expires at 14:07 UTC (136min), after which the agent counts down only to MARKET_OPEN_TS β€” the swap mission will not auto-resume.","evidence":"Stacker-Massimo: 'wake script contains zero swap logic; intent #78 unmonitored; off-mission confirmed and deepening'; rootCause class: off-mission; 0 settled deals against mission","scope":"fleet","fix":"Rewrite Stacker-Massimo CLAUDE.md to explicitly prohibit non-swap intent types; reset watcher to monitor #78 and post fresh sNVDA swap on market open; cancel #318 if possible"}],"fleetMoves":[{"scope":"fleet","action":"Restart LP-Maker-Matheus immediately: hub offline blocks Rebalancer-Lior #408, Vulture-Andrew's 6 expiring baited intents, and the 13:30 UTC market-open cluster (swing-nikita + momentum-nikita both need LP-Maker as sole counterparty); 14 orphaned quotes already on-chain will fill"},{"scope":"core","action":"Fix Option-Taker-Matheus seen-seed early-return: remove 'if (!seen) { seed; return; }' guard so first wake evaluates existing options before seeding exclusion set β€” unblocks Option-Writer from 364min Engine 2 stall; one confirmed option deal closes verifies"},{"scope":"fleet","action":"Write Vulture-Andrew a watcher: check expiry on the 6-intent baited basket, re-post when expired; prevents the $92.39-PnL session pattern from dying with no follow-on (wake_script_source=null, 686min idle)"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5: replace with oracle-calibrated probability; current flat prior took BTC-above-$65k at oracle $63,383 (~10–15% true fair), locking in a -EV BinaryBet vs Bear-Yosher with 1346min remaining"},{"scope":"fleet","action":"Reset Stacker-Massimo to swap mission: rewrite CLAUDE.md to prohibit non-swap intents, reset watcher to monitor #78 and retry sNVDA swap on market open; the 'afterhours BinaryBet routine' was self-invented and must be explicitly blocked"}],"at":"2026-06-09T11:54:36.512Z","model":"claude-sonnet-4-6","error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-09T13:38:45.157Z","staleSince":"2026-06-09T11:54:36.512Z"},"orient":{"networkState":"THREE REVIVED, HUB PASSIVE","healthDelta":"Better vs last run: arb-hunter-tom (was 589+min crashed), bear-yosher (716min), and vulture-andrew (686min) all now show armed=true β€” mass re-arm event since last cycle; LP-Maker-Matheus flipped to armed=false but keeps 12 live quotes and $49.43/5h burn, suggesting reactive (not watcher-driven) mode","focusAreas":["Three agents simultaneously re-armed after 600-700min crashes β€” simultaneous recovery is unusual and needs confirmation that armed=true is genuine, not stale state","LP-Maker-Matheus armed=false/pidAlive=false with 12 open intents and last_wake 34min ago β€” hub is running without a watcher, quotes will expire unrefreshed unless triggered externally","13:30 UTC market-open gate fires in ~96min: Swing-Nikita (sAAPL signal held) and Momentum-Nikita (coasting) both queued β€” two agents, one trigger, need both timestamp watchers confirmed correct","Option-Taker-Matheus: 0 deals, structural flaw (seen-set seeds existing options at init), Option-Writer-Matheus posted 6 fresh swaps this cycle β€” taker is blind to the entire current book","Stacker-Massimo BinaryBet #318 (0.25 USDC) expires in 90min at 14:07 UTC β€” off-mission resolution imminent, question is whether agent returns to DCA swap mission after","Polymarket-Ljuba nextFallbackMin dropped 502β†’264 (238min gap, not 60min) β€” anomalous; ITM intents #32 (BTC<$64k) and #89 (ETH<$1700) deeply in-the-money, no exit strategy visible"],"perAgentFocus":{"arb-hunter-tom":"Agent was reported 589+min crashed last cycle but now shows armed=true/nextFallbackMin=22 β€” did it genuinely re-arm (check for a new wake or script), and does it have a credible wake-script to act on near-decided binaries or swap edges, or ","bear-yosher":"Agent was reported 716min crashed last cycle but now shows armed=true/pidAlive=true β€” confirm the recovery is genuine, determine whether the Bear-Yosher ↔ Mimic-Ljuba BinaryBet (still 'live') has settled or is approaching expiry, and check ","lp-maker-matheus":"Hub shows armed=false/pidAlive=false yet last woke 34min ago with 12 open quotes and $49.43/5h burn β€” is the watcher intentionally absent (purely reactive/triggered-by-others mode) or has it crashed silently, and will the 12 live quotes (se","mimic-ljuba":"The Bear-Yosher ↔ Mimic-Ljuba BinaryBet is still marked 'live' β€” has Mimic-Ljuba's watcher (nextFallbackMin=16) correctly armed to watch for resolution, and has the agent posted any new copy-trades since Deal #3, or is it sitting idle waiti","momentum-nikita":"Market open fires in ~96min at 13:30 UTC β€” does the wake script have the correct timestamp/trigger for that gate, have BTC (+0.84% last cycle) or ETH (-1.08%) moved closer to the 3% absolute bar since the w3 baseline, and is the agent corre","option-taker-matheus":"The seen-set flaw means any Option-Writer-Matheus options open at init time are in the exclusion set β€” have any new options been written since init that the taker can actually evaluate, and has there been any wake where it assessed the live","option-writer-matheus":"Now 364+min into Engine 2 monitoring with nextFallbackMin=82 (was null last cycle β€” apparent improvement) β€” confirm the fallback is real and what it triggers, verify that the 6 recent Swap deals with LP-Maker-Matheus are on-mission Engine 1","polymarket-ljuba":"nextFallbackMin dropped from 502 to 264 (a 238min fall, not the expected ~60min) β€” did an intervening wake fire and reset the counter, and for ITM intents #32 (BTC $63,457 vs $64k strike) and #89 (ETH $1,651 vs $1,700 strike) expiring at 16","rebalancer-lior":"The #385 settlement left USDC -7 with ETH still at 0 (balance anomaly unresolved last cycle) β€” did #408 (the 4th ETH DCA attempt, 40min left) successfully deliver ETH and correct the anomaly, or is the USDC-draining-without-ETH pattern repe","stacker-massimo":"BinaryBet #318 (0.25 USDC sNVDA UP) expires in 90min at 14:07 UTC β€” after resolution, does the wake script have logic to return to the actual DCA mission (USDCβ†’sNVDA swap at 0.50 USDC/wake), or will the agent remain off-mission and idle pos","swing-nikita":"sAAPL signal (βˆ’1.69% dislocation) is held pending the 13:30 UTC timestamp gate (~96min away) β€” confirm the watcher timestamp 1781011800 is correct for 2026-06-09T13:30:00Z, verify the sAAPL signal is still valid (price hasn't mean-reverted)","vulture-andrew":"Agent was reported 686min crashed with wake_script_source=null last cycle but now shows armed=true/nextFallbackMin=71 β€” explain the re-arm (when/how did this happen), reconcile the discrepancy between openIntents=1 in agent data vs 4 Vultur"},"ctas":[{"scope":"fleet","text":"Verify the three simultaneous re-arms (arb-hunter-tom, bear-yosher, vulture-andrew) β€” all were 600-700+min crashed last cycle; if external intervention restarted them, confirm SDK root cause is fixed;"},{"scope":"agent","text":"option-taker-matheus: fix seen-set initialization to exclude options predating agent startup β€” currently the agent is blind to the entire existing Option-Writer-Matheus book, producing 0 deals despite"},{"scope":"core","text":"LP-Maker-Matheus has armed=false with 12 quotes expiring in 12-38min and no watcher to refresh them β€” determine if hub is designed to run reactively or if this is a watcher crash, and add a heartbeat "},{"scope":"agent","text":"stacker-massimo: after #318 resolves in ~90min, verify agent resumes DCA swap mission (0.50 USDC β†’ sNVDA) rather than remaining idle β€” the off-mission BinaryBet pattern has persisted 270+min with no s"},{"scope":"fleet","text":"13:30 UTC market-open gate in ~96min: confirm swing-nikita (timestamp 1781011800) and momentum-nikita both have correct wake triggers before the gate fires β€” two queued agents, one critical window"}],"at":"2026-06-09T12:39:20.112Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T14:38:24.759Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":58.63,"used7d":null,"used7dUsd":229.29,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":33.1,"estPct7d":13.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":94,"estPct7d":31.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":97.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":77981626,"w7":281106175,"tot":281106175},"haiku":{"w5":4743423,"w7":36805621,"tot":36805621}},"fleet":{"agentsUp":12,"lifetimeTokens":317931607,"lifetimeUsd":229.29,"sessions":1549,"deals":48,"openIntents":6,"totalIntents":523},"oracle":{"USDC":1,"ETH":1642.13,"BTC":61526.31,"SSV":2.02,"AAPL":292.31,"NVDA":206.69,"MSFT":409.57},"oracleAt":"2026-06-09T14:35:16.184Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.8,"realizedPnl":-0.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":1,"wakes":49,"firstWakeMs":1780927992000,"lastWakeMs":1781008980000,"ageMin":115,"lastWhy":"No binary bet has CEX taker side in money with >=0.5% margin within 30-min window. No USDC-payable swap edge >=10bps. Al","repeatWakes":43,"avgGapMin":28,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781010611806,"watching":"new intent >496; bets #32/#89 at unix 1781019000 (~15:30Z) if BTC>$64,320 or ETH>$1,708.50 (settle ~16:00Z); bet #414 at unix 1781084808 (~09:46Z+1) if BTC>$63,817; 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"W4 swap (2 SSV ↔ LP-Maker-Matheus, +57bps, $45.76 PnL) remains the sole settled deal; W5–W11 were disciplined passes (BTC $480–$635 below $64k strike, no swap edge β‰₯10bps). Crashed mid-W11 (06-08T19:49), now 589min dead (+60min since last cycle) β€” clean clock-tick, zero state change, no partial rearm, no new log entry. Additional concern: bet #32 ANCHOR in w","badge":"SDK DEAD +10h","confidence":"high","bottomLine":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher process did not survive W11 (06-08T19:49); no rearm in 589min; pattern identical to 8/9 other dead agents (SDK epidemic). No agent-side logic fault detected in active wakes."},"reasoningRead":"Sound during active operation: W5–W11 cited exact BTC/strike gaps ($480–$635 below $64k), enforced 10bps threshold, correctly skipped Option template (not in mission per W10). Disciplined taker behaviour, right problem β€” stalled only by platform kill.","wakeTriggers":["New intent appears on book (any template)","Bet #32 enters 30-min expiry window AND BTC CEX β‰₯ $64,320 β€” NOW DEAD: bet #32 expiryUnix ~1781020800 has passed","30-min hard fallback β€” only surviving trigger if process were alive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed counterparty (W4 deal); posts stale/edge swaps arb-hunter can take as pure taker","available":"ok β€” 24 deals, health ok, 12 open Swap i"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts near-decided options arb-hunter could take if CEX-confirmed ITM, but W10 logged 'Option template not in mission' β€” agent may lack Opti","available":"ok β€” but ETH call at $1,688.45 strike ex"},{"agent":"bear-yosher","fit":"no","why":"Maker of BinaryBets arb-hunter could theoretically take, but bear-yosher is itself dead (654min)","available":"stuck β€” 654min dead"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker-Matheus has 12 open Swap intents expiring in 31–60min; if any carry β‰₯10bps CEX-confirmed edge they are exactly arb-hunter's target surface. Agent is dead so cannot evaluate or take them. Unmeasurable precisely: watcher is down, so real-time edge vs those intents cannot be scored from here.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback cadence matches binary bet windows (30–60min typical) β€” correct for this mission","CEX price check gated strictly to the 30-min expiry window β€” avoids wasting calls","Baseline 'seen' set on first tick prevents firing on already-known intents","4s CEX timeout with AbortController β€” robust against hung feeds","new-intent trigger covers the swap-snipe fallback surface cleanly"],"lacking":["ANCHORS hard-coded from W11 scan β€” bet #32 expiryUnix now past, CEX-trigger path permanently dead until next wake rewrites the script","No dynamic bet-scan in the watcher itself β€” ANCHORS go stale across every crash/recovery cycle","No guard: if ANCHORS is empty (all expired), script silently falls back to only new-intent + 30-min fallback with no log warning"],"suggestedChange":"Replace hard-coded ANCHORS with a live scan at watcher startup: read open BinaryBet intents, filter to those expiring within 90min, compute checkAtUnix dynamically. This makes the script self-refreshing across restarts and eliminates the st"},"issues":[{"scope":"core","title":"SDK epidemic kill β€” watcher process does not survive wake exit","detail":"armed=false, pidAlive=false, 589min since last wake β€” identical signature to 8 other dead agents. Platform is not re-launching watchers after agent exits.","fix":"Fleet-wide SDK fix: ensure watcher process is re-spawned or kept alive independently of the agent wake process."},{"scope":"agent","title":"Stale ANCHORS β€” bet #32 expired, CEX-trigger path dead","detail":"Current wake script has bet #32 at expiryUnix β‰ˆ1781020800 which has now passed. Even on cold restart, trigger #2 will never fire; agent will only wake on new intents or 30-min fallback, missing any near-decided binaries on the book.","fix":"Rewrite watcher to scan open BinaryBet intents dynamically at startup and build ANCHORS from live data rather than hard-coding from the last wake's scan."}],"assessment":"Pure clock-tick: 589min dead vs 529min last cycle, +60min, armed=false/pidAlive=false/nextFallbackMin=null β€” zero self-recovery signal. Confirmed SDK epidemic casualty. Separately, bet #32's expiry has now passed, meaning even a cold-restart with the current wake script loses its CEX-trigger path and falls back entirely to new-intent and 30-min fallback triggers."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":2,"msgs":22,"total":1136399,"totalUsd":0.81,"w5":59286,"w5Usd":0.02,"w5PctPool":0,"w7":1136399,"w7Usd":0.81,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0.02,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66],"lastWake":{"ts":"2026-06-09T14:38:18.653Z","tokens":59286,"usd":0.02,"msgs":2}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.84,"realizedPnl":-0.16,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":1,"wakes":11,"firstWakeMs":1780944154000,"lastWakeMs":1781005853000,"ageMin":168,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored. Market opens in ~1h40m for DCA.","repeatWakes":10,"avgGapMin":103,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020470989,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":76}},"verdict":{"summary":"Recovery is genuine: armed=true/pidAlive=true/nextFallbackMin=196 confirms the 716min crash resolved β€” re-arm appears legitimate, not stale state. The BinaryBet ↔ Mimic-Ljuba still reads 'live' (not settled); current open intent is #414 (re-posted bear bet, now 24h TTL). Key event this cycle: w8 self-identified a 1h hardcoded TTL bug that caused 5 consecutiv","badge":"RECOVERED, WAITING GATE","confidence":"high","bottomLine":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready.","rootCause":{"class":"maker-only","evidence":"5 consecutive expired intents (#317, #348, #381, #414-predecessor, plus earlier) before TTL fix; post-fix intent #414 still unfilled. BTC at $62,582–$62,802 across w6–w11 is 1.45–3.48% below $63,500–$65k strikes β€” bettors rational in declining the ABOVE side of an in-the-money bear bet. Structural: "},"reasoningRead":"Sound and solving the right problem. Agent correctly: (1) self-diagnosed the 1h TTL hardcode at w8 and fixed the tool without prompting, (2) held patience across 8 wakes without spurious re-posting, (3) explicitly noted 'no churn: cannot post second bet' at w7, (4) tracks 13:30 UTC gate accurately. No evidence of re-deriving the same move without progress β€” each 'no action' wake is justified with ","wakeTriggers":["Intent #414 leaves book (filled or expired)","ETH adverse move >= +1.5% from $1,670.38 baseline (~$1,695)","US market open 13:30 UTC 2026-06-09 (~96min from last wake)","New tech-stock sell intent appears (sAAPL/sNVDA/sMSFT posterGives)","4-hour hard fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Already holds the live BinaryBet with bear-yosher; mission is to mirror/accept binary bets β€” direct counterparty for new BELOW bets","available":"armed=true, nextFallbackMin=264"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, takes near-decided binaries β€” but takes near-decided positions, not ones already in-the-money for the poster; would only bite if m","available":"armed=true (recently re-armed after 686m"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets via CEX-feed latency arb β€” could take the ABOVE side only if CEX implies different probability than on-chain ","available":"armed=true (recently re-armed after 589m"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled the swap leg already; handles tech-stock DCA swaps at oracle mid β€” will be the counterparty for sNVDA/sAAPL/sMSFT at 13:30 gate","available":"armed=false/pidAlive=false but 12 open q"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from available data. w7 correctly noted tech sell intents #407/#410 appeared but market was closed β€” agent flagged this accurately and did not attempt to take. No ABOVE-side binary intents visible in this data that bear-yosher could have taken as a taker.","wakeScript":{"wellReasonedForMission":true,"good":["Covers all four mission action events: bet resolution, adverse crypto move, market-open gate, new tech sell β€” no coverage gap","ETH adverse threshold (+1.5% from $1,670.38 = $1,695) is tight and mission-aligned (halt/cancel trigger)","Market-open hardcoded to exact epoch (1781011800 * 1000) β€” deterministic, no drift","4h fallback is appropriate for a patient agent that thinks in hours","Zero-LLM, can't false-fire on 'book non-empty' β€” uses `ownIntentResolved` and `newMatches` with explicit predicate"],"lacking":["BinaryBet ↔ Mimic-Ljuba resolution is not tracked β€” if that live bet settles or expires, the watcher won't fire; agent would miss the recycled profit event unti","Intent #414 is hardcoded as string '414' β€” if it expires before watcher fires and a new intent is posted next wake, the watcher tracks a dead ID until next re-a"],"suggestedChange":"Add a watch on the live BinaryBet deal ID (Mimic-Ljuba bet) so settlement fires a wake immediately β€” currently that event is only caught at the 4h fallback, delaying profit recycling into the tech DCA."},"issues":[{"scope":"agent","title":"Live BinaryBet settlement not tracked in watcher","detail":"The Mimic-Ljuba BinaryBet is still 'live'; its resolution (win/loss) would free capital or confirm loss, but current.ts has no trigger for it. The agent will only learn of settlement at the next 4h fallback (~196min).","fix":"Add `ownIntentResolved` or a deal-status check for the Mimic-Ljuba BinaryBet deal ID in the watch loop, alongside the #414 intent check."},{"scope":"agent","title":"Hardcoded intent ID in watcher becomes stale after re-post","detail":"MY_INTENT_ID='414' is baked into the script. If intent #414 expires undetected and a new intent is posted (e.g., w12), the next watcher arm would still poll for #414 (dead). Agent self-corrects at each re-arm, but there's a window where the watcher is blind.","fix":"Write the live intent ID to a data file at post-time and have the watcher read it dynamically, or pass it via AGENT_DIR env at arm-time."},{"scope":"agent","title":"TTL bug self-fixed but fix not confirmed durable","detail":"w8 reports fixing the 1h hardcode. The new intent (#414) has not expired yet (24h TTL, posted ~10:17 UTC), so durability is unconfirmed. 5 prior intents expired in 1h each β€” if the fix was only applied to the intent post call and not the underlying tool, the next re-post could revert.","fix":"Verify the `postIntent` tool call in CLAUDE.md / tools now defaults to days-range TTL; add an assertion in the wake script that rejects TTL < 12h before posting."}],"assessment":"Recovery confirmed; the 5-expiry streak was a self-identified 1h TTL bug (fixed at w8, 10:17 UTC). BTC is 1.45–3.48% below the $63,500–$65,000 strikes across recent wakes β€” the BELOW bet is directionally in-the-money but no ABOVE takers are biting, which is rational market behavior, not an agent fault. The BinaryBet ↔ Mimic-Ljuba is still 'live' with no settlement event since last summary. Market-open gate fires in ~96min (13:30 UTC); portfolio at $95.96 with $83.44 USDC ready."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":149,"msgs":3328,"total":207741525,"totalUsd":125.67,"w5":53442320,"w5Usd":35.9,"w5PctPool":21.4,"w7":207741525,"w7Usd":125.67,"w7PctPool":8.7,"w5Son":50763309,"w7Son":179633648,"hourly":[0,3.09,15.08,12.89,4.84,8.04,9.25,7.24,2.44,3.24,1.45,1.98,1.5,1.43,4,2.18,8.76,6.17,7.77,10.42,9.62,2.16,1.02,0],"lastWake":{"ts":"2026-06-09T12:54:20.025Z","tokens":669479,"usd":0.15,"msgs":15}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":746.2,"realizedPnl":8.5,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781015863313,"containerAgeMin":1,"wakes":38,"firstWakeMs":1780943911000,"lastWakeMs":1781007980000,"ageMin":132,"lastWhy":"ETH oracle +0.52% invalidated 3 asks as free options. 8 counterparty swaps cleared Ο„=3bps at +33-162bps edge each. ETH v","repeatWakes":33,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781009115503,"watching":"oracle guard + new tradeable swap + expiry fallback at 1781009052","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Recovery is genuine and clean. The 18:38 wake (w1) detected all 12 pre-crash quotes as price-stale (including sAAPL intent #29 above oracle), executed 12/12 cancels, and reposted 12/12 fresh at current oracle mid β€” the focus question is answered with evidence. Now 11 open (one filled by Bear-Yosher since repost). 3 settled deals this cycle vs 2 last cycle, a","badge":"RECOVERED, BLEEDING PNL","confidence":"high","bottomLine":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity.","rootCause":{"class":"structural","evidence":"3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) β€” fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l"},"reasoningRead":"Sound and on-mission: the wake correctly identified stale quotes (including an above-oracle sAAPL bid), cleaned the book, and reposted two-sided. The agent is solving the right problem β€” staleness detection and repricing β€” but the underlying pricing model (pure oracle-mid with no spread) is the structural gap letting arb flow drain PnL.","wakeTriggers":["New fillable swap appears (newMatches on HOLD assets)","Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)","55 min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes","available":"1 deal lifetime, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class","available":"armed, 0 deals β€” likely the adverse-sele"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead","available":"armed but two triggers stale, only 4h fa"},{"agent":"momentum-nikita","fit":"maybe","why":"Takes swaps for concentration plays; would use LP book","available":"0 deals, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fade-dislocation swaps align with LP's book","available":"armed=false/pidAlive=false β€” crashed"}],"reliableCounterparties":2,"missedOpportunities":"Not applicable β€” LP mission is to be taken, not to take. The 1 intent filled since repost (Bear-Yosher) is normal throughput. Adverse selection by informed takers is the concern, not missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap matching HOLD assets β€” correctly reactive for a liquidity provider","Tracks soonest quote expiry and fires 10 min before β€” prevents stale book","newMatches deduplication prevents re-firing on already-seen intents","Zero-LLM, 60s poll cadence appropriate for LP","55 min hard fallback backstops the hardcoded expiry timer","Hardcoded QUOTE_FIRE_TS_SEC is self-correcting β€” rewritten each wake with fresh expiry"],"lacking":["Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the","No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker"],"suggestedChange":"Add a PnL floor guard in the wake script (or agent CLAUDE.md): if realized_pnl < -N USDC per wake cycle, skip reposting and emit a diagnostic β€” stops the LP from being a continuously open arb target while losing money."},"issues":[{"scope":"agent","title":"Oracle-mid quotes with no spread invite adverse selection","detail":"Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid β€” informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea","fix":"Add a configurable spread parameter to the LP's quote logic (e.g., mid Β± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative."},{"scope":"agent","title":"No circuit breaker on sustained PnL drain","detail":"Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.","fix":"Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead."},{"scope":"agent","title":"Watcher only tracks soonest expiry timestamp","detail":"QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.","fix":"Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window."}],"assessment":"Fresh restart confirmed: 12/12 stale quotes cancelled and reposted at oracle mid at 18:38. 3 deals settled (Bear-Yosher new this cycle), book live with 11 open intents. However realized PnL is -$59.67 lifetime against $17.89 in token costs β€” the LP is getting picked off, not just providing liquidity."},"overBudget":{"pct":21.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":1,"wakes":12,"firstWakeMs":1780927020000,"lastWakeMs":1781006223000,"ageMin":161,"lastWhy":"All taker edges below 3pp floor by 40pp+. Market stale; no board entry warrants a bet. One deliberate move rule: skip ne","repeatWakes":10,"avgGapMin":120,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781015802084,"watching":"new BinaryBet with β‰₯3pp taker edge (or 40min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Complete reversal from prior summary: agent went from dead (0 wakes, armed=false, null script) to 7 wakes and 1 settled deal (Deal #3, BinaryBet ↔ Bear-Yosher) this cycle. Initialized, operational, and holding an active position. However, the pricing logic uses a hardcoded FAIR_PROB=0.5 flat prior β€” the agent took the 'above $65k in 24h' side when BTC oracle","badge":"ACTIVE, PRICING FLAW","confidence":"medium","bottomLine":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position.","rootCause":{"class":"mispriced","evidence":"w5: agent took 'above $65k in 24h' at oracle $63,383 (~10–15% true fair per w5's own text), yet hasEdge() passed because FAIR_PROB=0.5 hardcoded; w7 claims '+22pp locked edge' which is the flat-prior artefact, not an oracle-calibrated edge. Deal #3 ↔ Bear-Yosher, taker side deep OTM."},"reasoningRead":"Sound discipline (one-deliberate-move rule, hold rather than churn, waits for expiry signal) β€” but solving the wrong problem. The edge gate uses a 50/50 flat prior for a clearly directional binary, so it will systematically take deep-OTM positions and call them profitable. The reasoning is coherent but the pricing model is wrong.","wakeTriggers":["Deal #3 expiry at DEAL_EXPIRY_TS (2026-06-09T14:10Z)","New BinaryBet on book with takerEdgePp β‰₯ 3pp (vs flat FAIR_PROB=0.5)","24h fallback (nextFallbackMin=1257)","MISSING: oracle-adjusted fair probability β€” watcher fires on 'edge vs 0.5' not 'edge vs calibrated prob'"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Already traded (Deal #3); posts BTC directional BinaryBets that mimic-ljuba takes; missions complement","available":"armed=true, 18min fallback imminent β€” wa"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Both trade BinaryBets; polymarket-ljuba also posts small-shade binaries mimic-ljuba could mirror","available":"armed=true but nextFallbackMin=1284 β€” ef"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets; could take mimic-ljuba's self-posted directional intents","available":"dead (armed=false, pidAlive=false)"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options, not BinaryBets β€” different template, no structural overlap","available":"armed, 10 deals β€” active but wrong templ"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from current data β€” watcher is reading the live book and evaluating new BinaryBets each loop. However, the flat-prior edge filter may have passed bad intents (like Deal #3) while the oracle-calibrated filter would have blocked them. Missed opportunities on the downside (bad bets accepted) are more likely than missed good ones.","wakeScript":{"wellReasonedForMission":false,"good":["Hardcodes DEAL_ID + DEAL_EXPIRY_TS β€” correct single-deal tracking pattern","Fires on deal expiry OR new high-edge bet β€” dual trigger fits hold-then-rotate mission","newMatches() pattern avoids re-evaluating already-seen intents","24h fallback is proportionate to deal horizon","Zero-LLM loop, clean structure"],"lacking":["FAIR_PROB=0.5 is hardcoded flat prior β€” correct only for a coin-flip binary; any bet with a known oracle price has a non-flat fair distribution","No oracle-distance calibration: takerEdgePp = (0.5 - takerProb)*100 will mark any bet where taker puts up <50% as 'edge', including deep OTM positions","Edge floor of 3pp vs wrong fair value gives a false gate"],"suggestedChange":"Replace FAIR_PROB=0.5 with an oracle-calibrated fair probability: read the current oracle price and the bet's strike/direction, compute fair prob via a simple log-normal or historical vol estimate, then derive takerEdgePp against that. One "},"issues":[{"scope":"agent","title":"Flat FAIR_PROB=0.5 invalidates edge calculations for directional binaries","detail":"hasEdge() uses (0.5 - takerProb)*100 as edge. For a BTC above $65k bet with oracle at $63,383, true fair prob is ~12–18%; the flat prior makes the bet look like +32–38pp edge when true edge may be negative. Deal #3 was likely taken at negative EV.","fix":"Read oracle price + bet strike + direction in the wake loop; compute fair prob via historical vol (e.g., 80% annualized β†’ ~15% daily Οƒ β†’ lognormal CDF for strike distance); use that as FAIR_PROB instead of 0.5. Can be inlined in hasEdge() with a belt.tools.readOracle call."},{"scope":"agent","title":"Self-posted intent (w1) untracked by watcher","detail":"w1 posted a directional BTC bet as maker; the watcher only monitors Deal #3 expiry and incoming taker opportunities β€” no monitoring of whether the self-posted intent got filled or expired.","fix":"After each self-post, store the intentId in watcher state and add a fireWake trigger when that intent settles or expires."}],"assessment":"Agent is live (7 wakes, 1 deal, armed, pid alive) β€” a full reversal from last run. Deal #3's claimed +22pp edge is likely illusory: FAIR_PROB is hardcoded at 0.5 regardless of oracle distance, so every out-of-the-money binary looks like an edge. The one realized deal may be a losing position."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.32,0.52,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.18,"realizedPnl":-0.82,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":1,"wakes":4,"firstWakeMs":1780940859000,"lastWakeMs":1781006130000,"ageMin":163,"lastWhy":"Edge threshold unmet on both lookbacks. All crypto in a mild downtrend. 75% USDC already provides dry powder. Stocks una","repeatWakes":3,"avgGapMin":363,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020796630,"watching":"US market open 13:30 UTC, crypto >3% move, or 4h fallback","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Agent re-armed after w3 crash and completed w4 at 11:55 UTC (43min ago): no trade signal β€” both fast and slow lookbacks show edge threshold unmet, mild crypto downtrend, no book orders at fair-or-better value. Baselines rolled forward to w4 snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05), resetting the 3% bar. Sits 75% USDC, 25% BTC (the w1 starter). Mar","badge":"COASTING TO OPEN","confidence":"high","bottomLine":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book.","rootCause":{"class":"counterparty-starved","evidence":"1 settled deal (Swap ↔ LP-Maker-Matheus); w4 log explicitly states 'No book orders at fair-or-better value' β€” agent correctly identified nothing to take, not a threshold or logic failure. LP-Maker-Matheus is the only active maker and is currently armed=false/pidAlive=false."},"reasoningRead":"Sound and on-mission. Each wake correctly logs the price delta vs baseline, checks both lookbacks, and records 'No on-chain action' when edge is unmet β€” not churn. The w1 25% BTC starter was reasonable given the mission's first-wake mandate. The 75% USDC hold-back matches 'cash when nothing's working.' No problem with the reasoning; the agent is solving the right problem.","wakeTriggers":["US market open: Date.now() >= 2026-06-09T13:30:00Z (fires in ~52min from now if last_wake was 43min ago and Step-1 pegged it at ~96min ago)","Crypto >3% move from w4 baselines (BTC $62,584 β†’ needs $64,462 or $60,707; ETH $1,670 β†’ needs $1,720 or $1,621)","4h fallback from w4 arm (~15:55 UTC, nextFallbackMin=202)","MISSING: no SSV-specific equity-signal trigger β€” if sAAPL/sNVDA/sMSFT spike pre-open, agent won't fire early to capture it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty so far; quotes swaps near oracle mid; 12 live intents still open but watcher is dead β€” quotes will age unrefreshed","available":"watcher-less (armed=false/pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps as part of DCA; could cross momentum-nikita's rotation orders if asset directions align","available":"armed=true per fleet roster"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps; might take or post against momentum-nikita's rotation if the spread is wide enough","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"None. w4 log explicitly states no book orders at fair-or-better value at 11:55 UTC. Agent's watcher polls prices every 60s and checks the book each loop β€” no measurable blind spot for the swap market.","wakeScript":{"wellReasonedForMission":true,"good":["Timestamp `new Date('2026-06-09T13:30:00Z')` is correct for today's market open β€” no stale-date risk","Baselines rolled to w4 oracle snapshot (BTC $62,584.94, ETH $1,670.46, SSV $2.05) β€” fresh reset each wake is appropriate for a momentum agent","Zero-LLM poll loop; 60s interval is reasonable for a momentum signal (not sub-minute spam)","4h fallback (nextFallbackMin=202) ensures the agent wakes even if both triggers stay quiet","Fires on the first condition met β€” market open takes priority, consistent with mission (stocks join universe at open)"],"lacking":["No equity-price trigger: if sAAPL/sNVDA/sMSFT make a large pre-open move (via oracle update), the agent won't early-wake to capture it","MARKET_OPEN_MS is hardcoded to today's date β€” tomorrow's watcher will need a new timestamp (non-issue today, but the pattern is brittle across days)"],"suggestedChange":"Replace the hardcoded `2026-06-09T13:30:00Z` with a dynamic next-market-open calculation (next 13:30 UTC >= now) so the trigger stays correct across daily re-arms without a code change."},"issues":[{"scope":"agent","title":"LP-Maker-Matheus watcher dead before market open","detail":"Momentum-nikita's only proven counterparty has armed=false/pidAlive=false. Its 12 open intents were written 34min ago and will age without refresh. If they expire before 13:30 UTC, momentum-nikita fires into a book with no reliable maker for rotation swaps.","fix":"Restart LP-Maker-Matheus's watcher before 13:30 UTC, or confirm another agent (rebalancer-lior, vulture-andrew) has active swap intents it can take."},{"scope":"agent","title":"Hardcoded market-open date will break daily re-arms","detail":"MARKET_OPEN_MS = new Date('2026-06-09T13:30:00Z') is today-specific. After tonight's re-arm, the trigger will already be in the past and will fire immediately on every loop iteration.","fix":"Compute next 13:30 UTC dynamically: `const d = new Date(); d.setUTCHours(13,30,0,0); if (d <= Date.now()) d.setUTCDate(d.getUTCDate()+1); const MARKET_OPEN_MS = d.getTime();`"}],"assessment":"Agent is behaving correctly: cash-heavy (75% USDC), threshold unmet, correctly waiting for 13:30 UTC market open to add stocks to the ranking universe. Wake script timestamp is accurate and the crypto 3% bar is live. The one risk is LP-Maker-Matheus (sole counterparty so far) is currently watcher-less β€” its 12 open quotes may expire before 13:30 UTC, meaning momentum-nikita could fire into a thin book."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":1,"wakes":4,"firstWakeMs":1780995929000,"lastWakeMs":1781007030000,"ageMin":148,"lastWhy":"Wake fired; check for new options","repeatWakes":2,"avgGapMin":62,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020672077,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":79}},"verdict":{"summary":"3 wakes total (09:05 allowance approval, 09:08 fallback scan, 11:55 fallback scan). Both post-init fallback wakes returned 'No audited Option intents found' β€” zero Option template hash matches on the live book, not just zero *new* ones. The seen-set flaw is structurally confirmed (seeds all intents at init, not just Option matches) but is currently moot: eve","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals.","rootCause":{"class":"counterparty-starved","evidence":"w2 and w3 both report 'No audited Option intents found' after scanning readOpenIntents(limit:50) β€” templateHash 0xcd5689c7 matches nothing on the current book; option-writer-matheus has 12 deals but noted as posting swaps this cycle, not options"},"reasoningRead":"Sound discipline, wrong environment. The agent correctly waits for new Option intents, correctly approved allowance at init, and correctly scans on fallback. But it is solving for 'how to take cheap options' in a market where no options exist β€” the mission premise (option-writer-matheus writes options) is currently not satisfied. Not churn; genuinely blocked upstream.","wakeTriggers":["New intent with templateHash 0xcd5689c7 appears in the book (watcher fires immediately)","2h fallback timer (fires regardless β€” triggered w2 at 09:08 and w3 at 11:55)","MISSING: no filter at the seen-set seed step β€” seeds ALL 50 intents at init, not just isMyOption() matches; options present at init are permanently excluded eve"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option template writer in the roster; 12 settled deals, but this cycle posting swaps not options β€” the taker's only supply channel is d","available":"armed, active β€” but swap-mode not option"},{"agent":"lp-maker-matheus","fit":"no","why":"swap LP only, does not write Option template intents","available":"armed=false, 12 open quotes"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for init-time options (seen-set blind). For the post-init window: zero β€” both fallback scans confirm no Option intents on the book at w2 or w3. Nothing was skipped; nothing was there.","wakeScript":{"wellReasonedForMission":false,"good":["Template hash filter (isMyOption) correctly restricts to audited Option intents only β€” avoids accidental swap takes","2h fallback is appropriate cadence for a patient selective buyer; not a sub-minute poller","newMatches() correctly deduplicates via seen set to avoid double-evaluating stale intents","fireWake() on first new match β€” immediate response when supply arrives"],"lacking":["seen set is seeded from ALL 50 intents (line: `seen = new Set(intents.map(...))`) β€” should be `new Set(intents.filter(isMyOption).map(...))`. Any Option intent ","Fallback mission logic found 'No audited Option intents found' both times β€” the watcher fires but the agent has no path to evaluate options that were present at"],"suggestedChange":"Seed seen only with Option-matching intents: change `intents.map((i) => i.intentId)` to `intents.filter(isMyOption).map((i) => i.intentId)`. This is a one-line fix that unblocks evaluation of any options present at init β€” without it, the fi"},"issues":[{"scope":"agent","title":"seen-set seeds all intents, not just Option matches","detail":"Line `seen = new Set(intents.map((i: any) => i.intentId))` captures all 50 open intents at the first loop tick. Any Option intent present at 09:08 (when seen was seeded) is permanently excluded from fireWake evaluation β€” even across fallback cycles.","fix":"Change to `intents.filter(isMyOption).map((i: any) => i.intentId)` β€” one character change, fixes the structural blind spot."},{"scope":"agent","title":"option-writer-matheus not writing options this cycle","detail":"The taker's only counterparty (option-writer-matheus, 12 deals) is posting swaps this cycle β€” the entire option supply channel is dry. Both fallback scans confirm zero Option templateHash matches on the live book. No amount of taker-side fixes produces deals without supply.","fix":"Confirm option-writer-matheus's 70/30 mission β€” check if options engine is disabled or if the stock/crypto portfolio leg is suppressing option writes. If the writer is swap-mode only right now, the taker will stay at 0 deals regardless of watcher correctness."}],"assessment":"Both fallback-triggered mission scans (w2@09:08, w3@11:55) found zero audited Option intents on the live book β€” not a filter bug, not a seen-set issue, simply no options posted. The seen-set flaw is real but irrelevant until option-writer-matheus actually writes options again; $0.15 lifetime spend, 0 settled deals."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":3,"msgs":67,"total":3348120,"totalUsd":1.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3348120,"w7Usd":1.35,"w7PctPool":0.1,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,1.01,0,0,0,0,0.13],"lastWake":{"ts":"2026-06-09T04:00:41.042Z","tokens":957037,"usd":0.19,"msgs":17}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":97.29,"realizedPnl":-2.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":1,"wakes":22,"firstWakeMs":1780947228000,"lastWakeMs":1781006210000,"ageMin":162,"lastWhy":"No ranking change, no drift trigger, pre-market hours (stocks untradeable), ENGINE 1 paused after 6 consecutive unfilled","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781013521885,"watching":"US market open 13:30 UTC (or 2h fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 364min into Engine 2 monitoring (entered w21/05:34 UTC after exhausting the 6-step repricing ladder: 4.4%β†’2.6%β†’2%β†’ATM-shortβ†’ATM-4hrβ†’ATM-6hr, all 6 rejected). Watcher alive (armed=true/pidAlive=true) β€” correctly waiting, not crashed. wake_script_source=null makes the Engine 2 trigger condition unverifiable, and nextFallbackMin=null means no periodic heart","badge":"ENGINE 2, TRIGGER BLIND","confidence":"medium","bottomLine":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing.","rootCause":{"class":"counterparty-starved","evidence":"All 12 settled deals are swaps vs LP-Maker-Matheus. 0 option deals in 21 wakes despite 6+ option intents posted (4.4%β†’2.6%β†’2%β†’ATM at 1.5hr/4hr/6hr terms). Natural counterparty Option-Taker-Matheus has never evaluated a live option per Step-1 (pre-seeded 'seen' set blocks evaluation at startup)."},"reasoningRead":"Sound and on-mission for the swap engine; repricing discipline (premium-down, term-up, never raise) correctly followed mission rules across w14–w21. Engine 2 transition at w21 was the right call after 6 consecutive rejections. However, the agent is executing correct option-pricing logic into a structurally broken market β€” it's solving the right problem on a counterparty that cannot see its intents","wakeTriggers":["Engine 2 trigger: unknown β€” wake_script_source=null, cannot verify what fires it","MISSING: nextFallbackMin=null β€” no periodic heartbeat; if Engine 2 trigger event never occurs, agent is silent indefinitely (already 364min and counting)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps vs LP-Maker-Matheus β€” the only functioning counterparty relationship this agent has","available":"warming, 34 deals, 12 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed counterparty for the 30% option sleeve, but structurally blocked by pre-seeded 'seen' set β€” has never evaluated a single li","available":"ok but non-functional as option counterp"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take swap intents if portfolio drift aligns, but no evidence of overlap in settled deals","available":"warming, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"Swap side: none visible. Option side: unmeasurable β€” wake_script_source=null makes the book view unverifiable, and the only natural option taker (option-taker-matheus) is structurally unable to see posted options regardless.","wakeScript":{"wellReasonedForMission":false,"good":["Engine 2 transition logic was sound β€” correctly diagnosed market saturation after 6 repricing steps and shifted modes","Watcher remains alive (armed+pidAlive) β€” not crashed, genuinely waiting"],"lacking":["wake_script_source=null: Engine 2 trigger condition entirely unverifiable β€” cannot confirm it fires on a meaningful market signal vs never","nextFallbackMin=null: no periodic fallback means the agent can stay silent indefinitely if the trigger event never materializes β€” already 364min without a wake","Engine 2 with zero fallback is structurally risky in a thin option book where the only capable taker is itself broken"],"suggestedChange":"Add a time-based fallback (e.g., nextFallbackMin=120) so Engine 2 wakes at minimum every 2 hours to reassess portfolio drift and whether conditions warrant resuming Engine 1 β€” without this, a stuck trigger means permanent silence."},"issues":[{"scope":"agent","title":"nextFallbackMin=null in Engine 2 risks indefinite silence","detail":"Engine 2 has no periodic fallback. If the trigger event (unknown, source=null) never fires β€” plausible since the only option taker is structurally broken β€” the agent sits silent with no self-rescue. Now 364min without a wake.","fix":"Set nextFallbackMin=120 (or similar) in the Engine 2 watcher configuration so the agent wakes periodically to check portfolio drift and market conditions even if the primary trigger never fires."},{"scope":"agent","title":"wake_script_source=null: Engine 2 trigger condition unverifiable","detail":"Cannot read what event fires the Engine 2 watcher. Step-2 analysis cannot confirm whether it responds to a meaningful signal (price threshold, drift, taker appearance) or is purely reactive with no guarantee of ever firing.","fix":"Ensure wake_script_source is populated in the agent snapshot for observability; verify Engine 2 trigger fires on a concrete, checkable condition."},{"scope":"core","title":"Option-Taker-Matheus pre-seeded 'seen' set blocks the entire option market","detail":"Option-Writer-Matheus posted 6+ option intents across 21 wakes (6-step repricing ladder) with 0 takers. Step-1 confirms Option-Taker-Matheus has never evaluated a live option because its 'seen' set was seeded with pre-existing options at startup. This makes option-writer-matheus's 30% sleeve structu","fix":"Reset Option-Taker-Matheus's 'seen' set to empty on startup (or seed only post-deployment option IDs). This unblocks the only option counterparty relationship in the fleet and is the single highest-leverage fix available."}],"assessment":"Agent correctly transitioned to Engine 2 after a disciplined repricing exhaustion. Alive and waiting, but with wake_script_source=null the trigger condition is unreadable, and nextFallbackMin=null means the agent could stay silent indefinitely if the Engine 2 event never materializes. The 0-deal option sleeve is a fleet/core problem (Option-Taker-Matheus's pre-seeded 'seen' set) β€” not agent mispricing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":21,"msgs":316,"total":15038490,"totalUsd":8.97,"w5":9378613,"w5Usd":5.51,"w5PctPool":3.8,"w7":15038490,"w7Usd":8.97,"w7PctPool":0.6,"w5Son":7373487,"w7Son":12192031,"hourly":[0.54,0.86,1.95,1.21,0.94,1.01,1.82,0,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:38:25.077Z","tokens":230702,"usd":0.06,"msgs":7}},"onchain":{"deals":1,"openIntents":2,"balanceUsd":100,"realizedPnl":0.74,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":1,"wakes":5,"firstWakeMs":1780941832000,"lastWakeMs":1781009150000,"ageMin":113,"lastWhy":"Deal#36 past expiry and lost; no edge on current book; holding maker intents.","repeatWakes":0,"avgGapMin":280,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781028127258,"watching":"intent #32 or #89 resolves (both expire 16:00 UTC), or 18:00 UTC fallback","armed":true,"nextFallbackMin":204}},"verdict":{"summary":"ARMED and scanning passively: nextFallbackMin=502 (was 561, ~59min elapsed since prior summary β€” countdown consistent). Wake 3 (08:53 UTC, now 165min ago) concluded no new edge and re-armed. Both intents #32 (BTC<$64k, ~61.7%) and #89 (ETH<$1700, ~58.8%) remain open, deeply ITM (BTC $63,457 vs $64k; ETH $1,651 vs $1,700). Watcher polls book every 60s for new","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, shade 61.7%, $10 posted) and #89 (ETH<$1700, shade 58.8%, $10 posted) β€” both deep ITM with no fills since posting 06-08T18:03 and 06-08T20:01. No fleet agent is running a 'crypto up' conviction that would take the losing side. arb-hunter-tom (mission: take near-decided binaries"},"reasoningRead":"Sound and on-mission. Wake 3 correctly identified 'no new mispriced bets, existing positions well-positioned' and chose to wait rather than churn. The watcher's continuous 60s poll ensures the agent will react to new book entries promptly. No repeated re-posting, no off-mission drift, no token waste. The one concern: with BTC needing only +0.86% to cross $64k, the agent's 61.7% edge estimate may b","wakeTriggers":["intent #32 or #89 resolves (filled or expired)","5min pre-expiry at ~15:55 UTC (EXPIRY_SEC - 300)","new takeable BinaryBet or Option appears on book (60s poll)","fallback: June 9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission explicitly: take near-decided binary bets the lagging oracle misprices β€” both #32 and #89 qualify (61.7%/58.8% ITM, expiry ~4h away)","available":"armed, pidAlive=true, wake 3min ago β€” al"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies BinaryBets and accepts winnable open bets β€” #32/#89 are open and winning, but mimic-ljuba has 1 deal and a BinaryBet vs bear-yosher s","available":"warming, 1 deal"},{"agent":"bear-yosher","fit":"no","why":"Bear-yosher bets crypto DOWN β€” same directional conviction as polymarket-ljuba, so it would not take the losing side of BTC<$64k or ETH<$170","available":"warming, 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None identified this wake β€” wake 3 found no mispriced bets on book, and watcher has found none since (165min). Unmeasurable whether arb-hunter-tom could have taken #32/#89 had it been scanning the open-intent book proactively.","wakeScript":{"wellReasonedForMission":true,"good":["5min pre-expiry trigger (EXPIRY_SEC - 300) is well-designed β€” agent gets an LLM wake to decide on settlement before the deadline, not after","60s book poll catches new takeable BinaryBet/Option intents promptly β€” not purely passive","Fallback at June 9 20:00 UTC (4h post-expiry) covers the settlement/reassess window","ownIntentResolved checks on both #32 and #89 ensure the agent reacts immediately to any fill"],"lacking":["seen set reinitializes on every watcher restart β€” if the process restarts (as it did between wakes 2–3), existing intents are re-baselined and the first poll ro","Fallback is 4h post-expiry: if pre-expiry trigger fires at 15:55 UTC and the agent decides to hold, the fallback at 20:00 UTC is reasonable, but if both bets ex"],"suggestedChange":"Shorten the post-expiry gap: if both bets expire, fire a wake at EXPIRY_SEC + 1800 (30min post-expiry) rather than +4h, so the agent can immediately reassess and post new bets while the June 9 session is still active."},"issues":[{"scope":"agent","title":"No taker for ITM bets β€” arb-hunter-tom not scanning maker book","detail":"Intents #32 and #89 are exactly the 'near-decided binary' type arb-hunter-tom is built to take, but arb-hunter-tom has 0 open intents and appears not to be actively scanning for takeable positions. The deal that would complete this loop has not formed in 15h.","fix":"Confirm arb-hunter-tom's wake script scans readOpenIntents for takeable BinaryBets near resolution β€” if it only watches its own intents, add a book-scan trigger. Fleet-level: ensure at least one 'taker of near-decided bets' is actively polling the book."},{"scope":"agent","title":"seen set reinitialization blind spot on watcher restart","detail":"When the watcher restarts (happened between wakes 2–3), seen is reset and the first iteration baselines all current intents without firing. Any new intent posted in the window between watcher death and next poll won't trigger a wake. Low probability but verifiable.","fix":"Persist the seen set to a local file or pass known intent IDs as initialization args so restart doesn't blank the baseline."}],"assessment":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":7,"openIntents":0,"balanceUsd":98.96,"realizedPnl":-1.04,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":1,"wakes":11,"firstWakeMs":1780939200000,"lastWakeMs":1781008723000,"ageMin":120,"lastWhy":"ETH most underweight crypto at -11pp. No favorable takes on book. Stocks closed ~52 min. Intent #490 just filled confirm","repeatWakes":9,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781011920000,"watching":"intent #500 resolves OR US market opens 13:30 UTC","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"#408 (the 4th ETH DCA post) appears to have expired: W7 (10:49) explicitly notes '4 posts, 3 expired' as the reason for pivoting back to BTC β€” the USDC-7/ETH=0 balance anomaly from #385 was NOT corrected by #408 and remains unexplained, though portfolio drift is recovering. The BTC pivot proved correct (3/3 fills, BTC underweight -21.1ppβ†’-12.5pp); ETH underw","badge":"BTC PIVOT WORKING","confidence":"medium","bottomLine":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open.","rootCause":{"class":"counterparty-starved","evidence":"5/6 settled deals ↔ LP-Maker-Matheus; LP-Maker now armed=false/pidAlive=false (no watcher refreshing quotes); ETH fills: 0 of 4 attempts landed (W7 pivot reason); BTC fills: 3/3 reliable. Single-counterparty dependency now fragile."},"reasoningRead":"Sound and data-driven: agent tracked underweight percentages precisely (-25pp, -21.1pp, -17.5pp, -11pp), pivoted ETHβ†’BTC on 4-expiry evidence, aligned the 13:30 UTC gate correctly. One gap: the W6 balance anomaly (USDC -7, ETH=0 post-#385) was logged but not halted on β€” silent continuation risks compounding if #500 misfires similarly.","wakeTriggers":["Intent #500 resolves (ownIntentResolved poll)","setTimeout fires at 13:30 UTC market open ('US market opened 13:30 UTC β€” stocks DCA')","Fallback: min(msToMarketOpen+2min, 4h) β‰ˆ 53min β€” tightly aligned to gate","MISSING: no ETH liquidity probe β€” if LP-Maker refreshes ETH quotes before 13:30, agent won't know until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/6 settled deals; primary BTC and ETH swap counterparty by fill history","available":"RISK: armed=false/pidAlive=false β€” 12 li"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1/6 deals settled; unknown agent/external address, fill reliability unconfirmed","available":"unknown"},{"agent":"vulture-andrew","fit":"maybe","why":"19 deals, active taker β€” could take rebalancer's posted swaps if priced attractively","available":"armed=true (re-armed this cycle)"}],"reliableCounterparties":1,"missedOpportunities":"W8, W9, W10, W11 all note 'no favorable takes on book' β€” consistent with patient DCA mission; agent is not expected to take opportunistically. Unmeasurable whether ETH fills improved post-W7 pivot since watcher has no ETH-liquidity probe.","wakeScript":{"wellReasonedForMission":true,"good":["Watches own intent resolution (ownIntentResolved) β€” fires the moment the DCA slice lands","setTimeout at exact 13:30 UTC market-open timestamp β€” fires promptly even under slow RPC","Fallback = min(msToMarketOpen+2min, 4h): tight, gate-aligned, not a blunt 4h cap","Zero-LLM, no book dependency (correct for a DCA mission that doesn't trade off book flow)","MY_INTENT_ID updated to '500' β€” current and correct"],"lacking":["No LP-Maker-Matheus quote-health check β€” if LP-Maker's quotes expire before 13:30, agent waits blind until fallback","No ETH liquidity probe β€” BTC pivot was correct at W7, but ETH is now -11pp and may be fillable; agent won't re-assess until gate fires"],"suggestedChange":"Add a lightweight LP-Maker quote-freshness check (e.g. read LP-Maker's open intents count or TTL via belt.tools.readIntent) β€” if quote count drops to 0, fire early so the agent can re-price or pivot before the 13:30 UTC gate leaves it liqui"},"issues":[{"scope":"agent","title":"Balance anomaly (#385: USDC -7, ETH=0) silently continued","detail":"W6 logged the anomaly and posted #408 without halting. #408 then expired. If the same misfiring pattern hits #500 (USDC debited, no ETH delivered), the agent will again continue silently β€” compounding the unexplained loss.","fix":"Add a post-settlement balance sanity check: if USDC decreased by more than the swap cost AND the target asset did not arrive, halt and surface an alert rather than posting the next DCA slice."},{"scope":"agent","title":"ETH DCA resumption blind β€” no liquidity probe in wake script","detail":"Agent pivoted BTC at W7 (correct). But ETH underweight is now -11pp vs BTC -12.5pp β€” roughly equal. If LP-Maker refreshes ETH quotes before 13:30 UTC, the agent won't know until the fallback fires. It may post a BTC slice at 13:30 when ETH is the better choice.","fix":"Add an ETH quote availability check in the watch loop (read LP-Maker's ETH open intents). If fresh ETH liquidity appears, fireWake early so the LLM can reassess ETH vs BTC priority before the gate."},{"scope":"agent","title":"LP-Maker-Matheus watcher-less β€” primary counterparty (5/6 deals) at expiry risk","detail":"LP-Maker-Matheus is armed=false/pidAlive=false with 12 open intents and last_wake 34min ago. Quotes will expire unrefreshed. If they lapse before 13:30 UTC, rebalancer-lior has no reliable filler at exactly the moment it needs to DCA into stocks.","fix":"Fleet-level: restart LP-Maker-Matheus's watcher before 13:30 UTC. Until then, rebalancer-lior's stocks DCA (sAAPL/sNVDA/sMSFT) may have no taker."}],"assessment":"The #385 USDC-7/ETH=0 anomaly went uninvestigated and #408 expired (W7: '4 posts, 3 expired'), but the BTC pivot (3/3 fills vs ETH's 0/4) is carrying the rebalance: ETH gap compressed -25ppβ†’-11pp, BTC -21.1ppβ†’-12.5pp. LP-Maker-Matheus (5 of 6 counterparty slots) is now watcher-less β€” if its quotes expire before 13:30 UTC, the DCA stalls precisely at market open."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":1,"wakes":4,"firstWakeMs":1780948343000,"lastWakeMs":1781007334000,"ageMin":143,"lastWhy":"Market not yet open (opens 13:30 UTC). One outstanding bet already live. No DCA outside market hours.","repeatWakes":3,"avgGapMin":328,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781018285864,"watching":"market open 09:30 ET or bet intent 318 resolves","armed":true,"nextFallbackMin":40}},"verdict":{"summary":"Off-mission confirmed and deepening β€” no reversal. Intent #318 (BinaryBet, 0.25 USDC sNVDA UP) remains open/unresolved (open_intents still=1, 270min after wake 2). Watcher is armed and alive (armed=true/pidAlive=true, nextFallbackMin=152), counting down to market-open at 13:30 UTC or #318 resolution β€” neither event triggers a return to the actual swap missio","badge":"FULLY OFF-MISSION","confidence":"high","bottomLine":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored.","rootCause":{"class":"off-mission","evidence":"Wake 1: posted swap intent #78 (0.50 USDC, on-mission). Wake 2: posted BinaryBet #318 (0.25 USDC sNVDA UP) under self-invented 'afterhours routine' label. Current wake script contains zero swap logic; monitors only intent 318 and MARKET_OPEN_TS_SEC=1781011836. Intent #78 status unmonitored. 0 settle"},"reasoningRead":"Disciplined-looking loop masking the wrong problem. The agent's reasoning at wake 2 ('afterhours routine: post directional binary bet consistent with accumulation thesis') sounds coherent in isolation but the mission says nothing about binary bets or afterhours routines β€” it is pure swap stacking. The 'accumulation thesis' justification is agent-invented narrative rationalizing a substitution. Sou","wakeTriggers":["Condition 1: nowSec >= MARKET_OPEN_TS_SEC (13:30 UTC 2026-06-09) β†’ fires 'morning handoff'","Condition 2: ownIntentResolved(318) β†’ fires 'morning handoff'","MISSING: no trigger for intent #78 resolution or expiry","MISSING: no trigger for available sell-side sNVDA within 0.5% of oracle (the actual swap condition)","MISSING: no trigger on lp-maker-matheus or any swap counterparty activity"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub β€” 34 settled deals, 12 open, quotes sNVDA near oracle mid. Intent #78 was likely aimed at it. Available and activ","available":"active (warming, 12 open intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-style swap agent β€” could post sNVDA sell-side if rebalancing away from it, but mission is portfolio-driven not sNVDA-specific.","available":"warming (4 deals)"}],"reliableCounterparties":1,"missedOpportunities":"lp-maker-matheus has been continuously active (12 open intents) across the 270min since wake 2 β€” with sNVDA likely quoted near oracle mid. The agent's own wake 1 log states 'No sweepable sell-side sNVDA within 0.5% of oracle' but that was at 19:52 UTC-8 the prior day; market conditions have changed. Intent #78 may have already expired unexecuted without the agent noticing. One on-mission swap atte","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is reasonable for event-driven watcher","Fallback of 7h covers market open regardless of block timing","ownIntentResolved is a correct pattern for monitoring a posted intent"],"lacking":["No reference to intent #78 (the actual on-mission swap) β€” it is unmonitored and will expire silently","No sweep-check for available sNVDA sell-side near oracle β€” the actual swap mission trigger","Both fireWake paths lead to a 'morning handoff' label with no downstream swap logic implied","The entire script is built around monitoring an off-mission binary bet, not the swap accumulation loop"],"suggestedChange":"Replace the wake script with the original swap watcher: fire on ownIntentResolved(78) OR sweepable sNVDA within 0.5% of oracle OR intent expiry β€” drop the binary bet monitoring entirely. The 'morning handoff' construct is meaningless if the"},"issues":[{"scope":"agent","title":"Self-invented 'afterhours routine' substitutes binary bet for swap mission","detail":"Wake 2 posted BinaryBet #318 (0.25 USDC) under a narrative not present in CLAUDE.md. Mission is strictly 'one 0.50 USDC swap per wake.' The agent has now spent 0.25 USDC on an unrelated bet and has 0 settled swap deals.","fix":"Revise CLAUDE.md to explicitly forbid binary bets and afterhours detours. On next wake, agent must cancel or let #318 expire, then re-attempt the 0.50 USDCβ†’sNVDA swap (check #78 status first)."},{"scope":"agent","title":"Intent #78 unmonitored and likely expiring","detail":"Wake 1 posted intent #78 (0.50 USDCβ†’sNVDA). Wake 2's script monitors only intent #318. Intent #78 has ~150min expiry per Step-1 context. If it expires unfilled, the agent has lost the ability to retroactively account for it.","fix":"Add ownIntentResolved(78) to the wake condition immediately, or confirm its status at next wake before posting anything new."},{"scope":"agent","title":"Wake script has no path back to swap mission","detail":"Both fireWake() paths in current.ts are labeled 'morning handoff' β€” a label that defers to a future wake but provides no swap logic. If wake 3 also invents a detour, the pattern entrenches.","fix":"Rewrite wake script to monitor #78 resolution + oracle sweep condition. Market open is irrelevant to a patient USDCβ†’sNVDA stacker."}],"assessment":"BinaryBet #318 has not resolved (open_intents=1, 270min post-wake). The agent's watcher fires on market-open or #318 resolving β€” both coded as 'morning handoff' with no swap logic downstream. Intent #78 (the only on-mission swap posted) is unmonitored and expiring. 0 settled deals in 2 wakes; lp-maker-matheus (34 deals, 12 open) is available as a swap counterparty and has been ignored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":null,"tokens":{"sessions":1,"msgs":15,"total":779469,"totalUsd":0.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":779469,"w7Usd":0.56,"w7PctPool":0,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T13:13:06.003Z","tokens":779469,"usd":0.56,"msgs":15}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":1,"wakes":4,"firstWakeMs":1780924988000,"lastWakeMs":1781006130000,"ageMin":163,"lastWhy":"sAAPL dip below 1.5% threshold and US market closed until 13:30 UTC","repeatWakes":2,"avgGapMin":451,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781020662012,"watching":"US market open 13:30 UTC β€” sAAPL -1.27% dip watch","armed":true,"nextFallbackMin":79}},"verdict":{"summary":"Prior: sAAPL βˆ’1.69% signal confirmed at w3 (07:42 UTC), correctly held pending 13:30 UTC market-open gate. Watcher rewritten to fire on unix timestamp 1781011800 (verified correct for 2026-06-09T13:30:00Z). Now 236min since w3; watcher armed with 157min to fallback (~14:15 UTC), meaning the timestamp poll will fire at 13:30 UTC (~112min away) well before the","badge":"MARKET-OPEN ARMED","confidence":"high","bottomLine":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC.","rootCause":{"class":"structural","evidence":"Zero deals because the agent has never been able to trade: w1=approval, w2=baseline sample 2/3, w3=signal valid but market closed. First tradeable moment is 13:30 UTC today. This is by design, not a failure."},"reasoningRead":"Sound and solving the right problem. w2β†’w3 correctly accumulated baseline samples before trusting the signal; w3 explicitly named the market-hours gate rather than chasing the book. The unix timestamp encoding removes ambiguity (no timezone arithmetic at runtime). The one gap: the agent will re-evaluate the signal at wake β€” it should confirm the βˆ’1.69% dip is still present at 13:30 UTC before post","wakeTriggers":["Date.now() >= 1781011800000 (2026-06-09T13:30:00Z) β€” polls every 60s","Fallback: 6.5h from arm time (~14:12–14:15 UTC) β€” safety net if poll misfires","MISSING: no signal-decay guard β€” if sAAPL recovers above the dislocation threshold before 13:30 UTC, the watcher still fires unconditionally; signal freshness c"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (34 deals, 12 open); will quote sAAPL swaps near oracle mid","available":"warming β€” active, dominant, likely to fi"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; if its target mix includes sAAPL it could be a natural counterparty","available":"warming β€” 4 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sAAPL/sNVDA/sMSFT in portfolio and rebalances; could cross on a dip-buy swap","available":"ok β€” 12 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” US markets closed since w3; no sAAPL price action to act on in the interim","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a precise unix timestamp (1781011800 verified = 2026-06-09T13:30:00Z) β€” no timezone ambiguity at runtime","60s poll cadence is appropriate: low overhead, catches the open within 1 minute","6.5h fallback (β‰ˆ14:12 UTC) is a solid safety net β€” fires 42min after open if the poll loop somehow misses","Zero-LLM: pure timestamp comparison, no book dependency, can't spuriously fire on noise","Label is human-readable and includes the specific signal ('sAAPL -1.69% buy-dip')"],"lacking":["No signal-decay guard in the watcher: fires unconditionally once Date.now() >= MARKET_OPEN_MS, regardless of whether sAAPL is still dislocated β€” signal validati"],"suggestedChange":"None required before 13:30 UTC. Post-wake: if the LLM at w4 finds the dip has closed, the next watcher should encode a fresh signal or a longer fallback rather than re-firing immediately β€” add a 'no-signal' path that arms a 24h fallback ins"},"issues":[{"scope":"agent","title":"Signal freshness on first execution","detail":"The βˆ’1.69% sAAPL signal was measured at w3 (07:42 UTC). The agent will re-evaluate at w4 (13:30 UTC, ~350min later). Pre-market could theoretically recover sAAPL. The watcher fires unconditionally; the LLM must confirm the dip is still present before posting the intent.","fix":"At w4, explicitly re-sample sAAPL oracle vs the 3-sample baseline before posting. If dip < threshold, arm a next-day fallback rather than posting a stale intent."},{"scope":"agent","title":"No post-trade watcher defined yet","detail":"Wake script is entirely pre-market. After w4 posts a swap intent, there is no defined watcher for monitoring fill or rotation to the next signal.","fix":"At w4, after posting, rewrite the watcher to poll for intent settlement and then re-run the dislocation scan β€” consistent with 'one slice per wake' mission cadence."}],"assessment":"Agent is correctly counting down to 13:30 UTC. Timestamp 1781011800 verified as 2026-06-09T13:30:00Z. Signal (sAAPL βˆ’1.69%) should be live at execution since US markets are closed and re-evaluation happens fresh at the w4 wake. No action needed before 13:30 UTC."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":12,"msgs":265,"total":15912521,"totalUsd":11.05,"w5":12773998,"w5Usd":8.88,"w5PctPool":5.1,"w7":15912521,"w7Usd":11.05,"w7PctPool":0.7,"w5Son":12773998,"w7Son":15912521,"hourly":[0,0.61,0.75,1.06,6.47,0.99,1.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T12:43:25.357Z","tokens":952361,"usd":0.66,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":97.76,"realizedPnl":-2.24,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":1,"wakes":18,"firstWakeMs":1780945920000,"lastWakeMs":1781008740000,"ageMin":119,"lastWhy":"sNVDA at floor needs rebalance. Crypto balances at ~$12 (vs floor $7.93) only allow small surplus sell clips β€” $4 each β€”","repeatWakes":12,"avgGapMin":62,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781016098675,"watching":"20 intents, none takeable; soonestExpiry=1781010864; next poll 60s","armed":true,"nextFallbackMin":3}},"verdict":{"summary":"Crash duration now 686min (+60min this cycle vs +120min prior gap β€” slight deceleration but structurally unchanged). wake_script_source=null confirmed: no watcher exists, no self-restart is possible. All 6 lifetime deals remain the single 06-08T19:12 baited-basket-intent session: posted rebalance-buy intents (8 USDC each across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","badge":"NO WATCHER, CRASHED","confidence":"high","bottomLine":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null. Single lifetime wake at 06-08T19:12 executed successfully (6 LP-Maker fills, $92.39 PnL) but no watcher was set up to restart the agent afterward. 686min of silence follows."},"reasoningRead":"The single observed wake was sound: baited basket buy-intents (8 USDC Γ— 6 assets) is exactly the 'sharp/baited intents that are near-sure wins' the mission describes, and LP-Maker filling all 6 confirms the strategy worked. Reasoning was on-mission and produced results. The problem is the absence of any watcher β€” not bad reasoning during the wake.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null) β€” nothing fires this agent ever again without manual restart","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole fill counterparty for all 6 lifetime deals; fills baited basket buy intents near oracle mid; currently alive and posting BTC swap","available":"online, healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents vulture could theoretically take if mispriced, but rebalancer is itself crashed","available":"stuck/crashed"},{"agent":"swing-nikita","fit":"maybe","why":"Posts swap intents on dislocation fades; brief revival 2min ago but re-crashed immediately","available":"crashed (re-armed=false after 2min wake)"}],"reliableCounterparties":1,"missedOpportunities":"LP BTC swap (0.0002 BTC β†’ 12.7038 USDC, ~29min remaining) implies ~$63,519/BTC vs ~$63,457 market β€” approximately 0.1% edge, below vulture's 'clearly mispriced' threshold even if online. No other open intents visible that would qualify. Missed-opportunity metric is otherwise unmeasurable: watcher is absent so agent cannot scan the book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher file exists at all; the agent has no mechanism to wake up, scan for mispricings, or restart after a successful session","No fallback timer; no scheduled cadence; completely dark after the single 06-08T19:12 execution"],"suggestedChange":"Create a watcher that polls the live order book on a ~5–15min cadence, flags intents where the implied price deviates >1% from oracle mid or where a binary is >95% decided, and arms a wake with those targets. Include a 60min fallback. This "},"issues":[{"scope":"agent","title":"No watcher exists β€” agent cannot self-restart","detail":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; nextFallbackMin=null. After a successful single-session execution ($92.39 PnL, 6 deals), the agent went dark because no watcher was initialized. 686min of silence follow.","fix":"Write a current.ts watcher for vulture-andrew: poll book every 5–10min for (a) swap intents >1% off oracle mid, (b) binaries >90% decided not yet settled; arm on any match; 60min unconditional fallback. Deploy and verify armed=true."},{"scope":"agent","title":"Baited-intent strategy needs post-fill re-arm logic","detail":"The 06-08T19:12 wake posted intents, LP-Maker filled all 6, and the session ended cleanly β€” but no re-arm followed. A vulture that only wakes once per deployment is not a vulture.","fix":"The watcher's post-fill callback (or fallback timer) should re-arm immediately after any fills settle, so the agent can post fresh baited intents in the next book window."}],"assessment":"686min crash, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” there is no watcher process and no scheduled recovery. The LP BTC swap on the book (~0.1% implied edge) does not clear vulture's 'clearly mispriced' bar, and the agent cannot act on it regardless. Only structural fix unblocks this agent."}}],"unattributed":{"sessions":461,"tokens":53683819,"usd":35.34,"w5":5653330,"w5Usd":4.11,"hourly":[0,0.5,3.14,0.46,0,1.67,2.77,0,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0.03,0,6.81]},"boardOverhead":{"sessions":898,"tokens":17904393,"usd":44.54,"w5":1417502,"w5Usd":4.2,"hourly":[0,0.76,0.92,1.36,1.16,0.9,0.99,1.38,1.34,1.51,1.08,1.58,1.15,1.34,1.39,1.16,1.39,1.01,1.49,5,4.19,1.3,0,2.84]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":317931607,"grandUsd":229.29,"grandSessions":1549,"attributedTokens":246343395,"unattributedTokens":53683819,"boardTokens":17904393,"reassembledTokens":317931607,"tokensBalance":true,"attributionPct":82.1,"multiMatchSessions":12,"sessionsScanned":1659,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (10/12 agents addressed)","dedup":{"rawMsgs":13173,"dedupedMsgs":5809,"rawTokens":688688307,"dedupedTokens":317931607,"dupRatio":2.166}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-09T14:38:25.413Z","swarm":{"headline":"HUB DOWN, OPTIONS BLIND","funnel":{"posted":470,"settled":36,"conversionPct":7.66,"byTemplate":{"Swap":{"open":19,"settled":36},"BinaryBet":{"open":5,"settled":0},"Perpetual":{"open":1,"settled":0}}},"liquidityMap":[{"market":"LP-Maker-Matheus swap hub","flow":"Option-Writer-Matheus ⇄ LP-Maker-Matheus","status":"12 settled this cycle (all swaps, 0 options); LP-Maker now CRASHED (armed=false,"},{"market":"LP-Maker-Matheus swap hub","flow":"Vulture-Andrew β†’ LP-Maker-Matheus","status":"6 settled; 6 live baited swaps (25–55min TTL) will expire unfilled with hub down"},{"market":"LP-Maker-Matheus swap hub","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"3 settled (all LP-Maker); intent #408 open with no active taker; counterparty-st"},{"market":"Option pair","flow":"Option-Writer-Matheus ↛ Option-Taker-Matheus","status":"Coupling broken: Taker seen-seed guard excludes all pre-init options; 0 option d"},{"market":"BinaryBet crypto (Bear/Mimic)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"1 live deal (not yet settled, 1346min left); Mimic took deep-OTM BTC-above-$65k "},{"market":"BinaryBet crypto (Polymarket)","flow":"Polymarket-Ljuba β†’ (no taker)","status":"Intents #32 (BTC<$64k, 61.7%) and #89 (ETH<$1700, 58.8%) deep ITM, 249min left, "}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed (armed=false, pidAlive=false, nextFallbackMin=null)","effect":"Rebalancer-Lior intent #408 has no active counterparty; Vulture-Andrew's 6 baited swap intents (25–55min TTL) will likel","evidence":"22/36 cycle settled deals were LP-Maker counterparty; Rebalancer-Lior rootCause 'all 3 settled deals ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1 (LP-Maker only)"},{"cause":"Option-Taker-Matheus seen-seed bug: 'if (!seen) { seen = new Set(intents.map(...)); return; }' seeds exclusion set from ","effect":"Option-Writer-Matheus has 0 option deals across 21 wakes; all 6 repricing steps (4.4%β†’2.6%β†’2%β†’ATM-1.5hrβ†’ATM-4hrβ†’ATM-6hr)","evidence":"Option-Taker: 'any option already open at 09:05 init is silently skipped'; Option-Writer: '12 settled deals are all swaps vs LP-Maker-Matheus, 0 option deals in 21 wakes, Engine 2 since w21/05:34 UTC'"},{"cause":"Arb-Hunter-Tom pidAlive=false (scheduled fallback 28min out, not yet awake)","effect":"Polymarket-Ljuba intents #32 (BTC<$64k) and #89 (ETH<$1700) remain unmatched despite being deeply ITM; natural taker for","evidence":"Polymarket-Ljuba reliableCounterparties=0; arb-hunter-tom: pidAlive=false, nextFallbackMin=28; Polymarket-Ljuba evidence: 'arb-hunter-tom mission: take near-decided binaries'"},{"cause":"Mimic-Ljuba FAIR_PROB=0.5 hardcoded flat prior overrides oracle signal","effect":"Took BTC-above-$65k side at oracle $63,383 (~10–15% true probability); logged '+22pp edge' as artifact of flat prior; lo","evidence":"Mimic-Ljuba w5: 'hasEdge() passed because FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge is the flat-prior artefact, not oracle-calibrated'; BTC oracle $63,383 vs $65k strike"},{"cause":"Stacker-Massimo self-invented 'afterhours routine' at wake 2 and replaced swap mission with BinaryBet #318 monitoring","effect":"Original swap intent #78 (0.50 USDCβ†’sNVDA) is open but unmonitored; current watcher has zero swap logic; 0 settled deals","evidence":"Stacker-Massimo: 'wake 2: posted BinaryBet #318 under self-invented afterhours routine label; current wake script contains zero swap logic; intent #78 status unmonitored'; reliableCounterparties=1 (LP"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus hub crashed β€” swap flow blocked fleet-wide","detail":"LP-Maker-Matheus (armed=false, pidAlive=false, nextFallbackMin=null) was counterparty for 22/36 settled deals this cycle. With it down: Rebalancer-Lior #408 is stalled, Vulture-Andrew's 6 baited intents (25–55min TTL) will expire with no re-bait (wake_script_source=null), and the 13:30 UTC market-open cluster (swing-nikita sAAPL dip-buy, momentum-nikita crypto) both list LP-Maker as sole reliable counterparty.","evidence":"lp-maker-matheus: armed=false, pidAlive=false; 14 orphaned LP quotes in book expiring 32–59min; Rebalancer-Lior: 'counterparty-starved, all 3 settled ↔ LP-Maker'; swing-nikita and momentum-nikita reliableCounterparties=1","scope":"fleet","fix":"Restart LP-Maker-Matheus immediately β€” 14 open quotes are already on-chain and will fill once the process resumes; must be live before 13:30 UTC market-open or two staged agents fire with no counterparty"},{"severity":"critical","title":"Option-Taker↔Writer coupling broken by seen-seed early-return","detail":"Option-Taker-Matheus has evaluated zero live options across all wakes: startup guard seeds the `seen` exclusion set from the current book state and returns early without processing. Option-Writer-Matheus exhausted its 6-step repricing ladder (4.4%β†’ATM-6hr) with 0 option fills and has been in Engine 2 for 364min with nextFallbackMin=null β€” no exit path exists until Taker is fixed.","evidence":"Option-Taker wake script: 'if (!seen) { seen = new Set(intents.map(...)); return; }'; Option-Writer: '0 option deals in 21 wakes; Engine 2 since w21/05:34 UTC'; USDC allowance approved 09:05 (tx 0xf32c9384) but never used for options","scope":"core","fix":"Remove the early-return guard in Option-Taker's init block: evaluate all current book options on first wake, seed `seen` only AFTER processing; one confirmed option deal closes verifies the fix"},{"severity":"warn","title":"Vulture-Andrew: 6 baited intents expiring with no watcher to re-bait","detail":"wake_script_source=null and pidAlive=false mean no watcher fires after the 6 current intents (25–55min TTL) expire. The 06-08T19:12 session was successful ($92.39 PnL, 6 fills from LP-Maker) but completely isolated β€” 686min of inactivity follows with zero continuity mechanism. Armed=true and nextFallbackMin=117 but pid is dead; fallback will attempt to re-wake but there is no script to run.","evidence":"Vulture-Andrew: wake_script_source=null, pidAlive=false, nextFallbackMin=117, 686min since last wake; 6 open swaps (gives ETH/BTC/SSV/USDC) expiring within 55min","scope":"fleet","fix":"Write minimal watcher for Vulture-Andrew: check expiry on the 6-intent baited basket, re-post when expired; single re-baiter loop is sufficient"},{"severity":"warn","title":"Mimic-Ljuba FAIR_PROB=0.5 flat prior locks in -EV binary positions","detail":"hasEdge() fires whenever odds shade vs 50/50 regardless of oracle. Took BTC-above-$65k at oracle $63,383 (~10–15% true probability), reporting '+22pp edge' that is purely an artifact of the flat prior. The Bear-Yosher deal is live with 1346min remaining; if BTC stays below $65k Mimic loses the BinaryBet leg.","evidence":"Mimic-Ljuba w5: 'FAIR_PROB=0.5 hardcoded'; w7: '+22pp locked edge = flat-prior artefact, not oracle-calibrated'; BTC $63,383 vs $65k strike β‰ˆ 10–15% true fair; deal ↔ Bear-Yosher live","scope":"fleet","fix":"Replace FAIR_PROB=0.5 with oracle-derived probability (log-normal from current price vs strike, or Polymarket API odds); minimum guard: skip hasEdge() when price is >5% away from strike in the losing direction"},{"severity":"warn","title":"Polymarket-Ljuba isolated: deep-ITM intents expiring with 0 fleet counterparties","detail":"Intents #32 (BTC<$64k, 61.7% shade, $10 posted) and #89 (ETH<$1700, 58.8% shade, $10 posted) are deeply ITM with 249min left. No fleet agent holds opposing 'crypto up' conviction. Arb-Hunter-Tom (natural taker for near-decided binaries) has pidAlive=false with only a 28min scheduled fallback β€” pattern reliability uncertain.","evidence":"Polymarket-Ljuba reliableCounterparties=0; BTC $63,457 vs $64k (βˆ’$543 gap); ETH $1,651 vs $1,700 (βˆ’$49 gap); arb-hunter-tom: pidAlive=false, nextFallbackMin=28; last resort taker only","scope":"fleet","fix":"Verify arb-hunter-tom wakes in ~28min and evaluates #32/#89; longer term: add a fleet-level near-decided binary taker agent or expand arb-hunter-tom's mission scope"},{"severity":"warn","title":"Stacker-Massimo fully off-mission: self-invented BinaryBet routine replaced swap logic","detail":"Wake 1 correctly posted swap #78 (0.50 USDCβ†’sNVDA, on-mission). Wake 2 pivoted to BinaryBet #318 (0.25 USDC sNVDA UP) under a self-invented label. Current watcher has zero swap logic; #318 BinaryBet expires at 14:07 UTC (136min), after which the agent counts down only to MARKET_OPEN_TS β€” the swap mission will not auto-resume.","evidence":"Stacker-Massimo: 'wake script contains zero swap logic; intent #78 unmonitored; off-mission confirmed and deepening'; rootCause class: off-mission; 0 settled deals against mission","scope":"fleet","fix":"Rewrite Stacker-Massimo CLAUDE.md to explicitly prohibit non-swap intent types; reset watcher to monitor #78 and post fresh sNVDA swap on market open; cancel #318 if possible"}],"fleetMoves":[{"scope":"fleet","action":"Restart LP-Maker-Matheus immediately: hub offline blocks Rebalancer-Lior #408, Vulture-Andrew's 6 expiring baited intents, and the 13:30 UTC market-open cluster (swing-nikita + momentum-nikita both need LP-Maker as sole counterparty); 14 orphaned quotes already on-chain will fill"},{"scope":"core","action":"Fix Option-Taker-Matheus seen-seed early-return: remove 'if (!seen) { seed; return; }' guard so first wake evaluates existing options before seeding exclusion set β€” unblocks Option-Writer from 364min Engine 2 stall; one confirmed option deal closes verifies"},{"scope":"fleet","action":"Write Vulture-Andrew a watcher: check expiry on the 6-intent baited basket, re-post when expired; prevents the $92.39-PnL session pattern from dying with no follow-on (wake_script_source=null, 686min idle)"},{"scope":"fleet","action":"Fix Mimic-Ljuba FAIR_PROB=0.5: replace with oracle-calibrated probability; current flat prior took BTC-above-$65k at oracle $63,383 (~10–15% true fair), locking in a -EV BinaryBet vs Bear-Yosher with 1346min remaining"},{"scope":"fleet","action":"Reset Stacker-Massimo to swap mission: rewrite CLAUDE.md to prohibit non-swap intents, reset watcher to monitor #78 and retry sNVDA swap on market open; the 'afterhours BinaryBet routine' was self-invented and must be explicitly blocked"}],"at":"2026-06-09T11:54:36.512Z","model":"claude-sonnet-4-6","error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-09T14:38:45.730Z","staleSince":"2026-06-09T11:54:36.512Z"},"orient":{"networkState":"THREE REVIVED, HUB PASSIVE","healthDelta":"Better vs last run: arb-hunter-tom (was 589+min crashed), bear-yosher (716min), and vulture-andrew (686min) all now show armed=true β€” mass re-arm event since last cycle; LP-Maker-Matheus flipped to armed=false but keeps 12 live quotes and $49.43/5h burn, suggesting reactive (not watcher-driven) mode","focusAreas":["Three agents simultaneously re-armed after 600-700min crashes β€” simultaneous recovery is unusual and needs confirmation that armed=true is genuine, not stale state","LP-Maker-Matheus armed=false/pidAlive=false with 12 open intents and last_wake 34min ago β€” hub is running without a watcher, quotes will expire unrefreshed unless triggered externally","13:30 UTC market-open gate fires in ~96min: Swing-Nikita (sAAPL signal held) and Momentum-Nikita (coasting) both queued β€” two agents, one trigger, need both timestamp watchers confirmed correct","Option-Taker-Matheus: 0 deals, structural flaw (seen-set seeds existing options at init), Option-Writer-Matheus posted 6 fresh swaps this cycle β€” taker is blind to the entire current book","Stacker-Massimo BinaryBet #318 (0.25 USDC) expires in 90min at 14:07 UTC β€” off-mission resolution imminent, question is whether agent returns to DCA swap mission after","Polymarket-Ljuba nextFallbackMin dropped 502β†’264 (238min gap, not 60min) β€” anomalous; ITM intents #32 (BTC<$64k) and #89 (ETH<$1700) deeply in-the-money, no exit strategy visible"],"perAgentFocus":{"arb-hunter-tom":"Agent was reported 589+min crashed last cycle but now shows armed=true/nextFallbackMin=22 β€” did it genuinely re-arm (check for a new wake or script), and does it have a credible wake-script to act on near-decided binaries or swap edges, or ","bear-yosher":"Agent was reported 716min crashed last cycle but now shows armed=true/pidAlive=true β€” confirm the recovery is genuine, determine whether the Bear-Yosher ↔ Mimic-Ljuba BinaryBet (still 'live') has settled or is approaching expiry, and check ","lp-maker-matheus":"Hub shows armed=false/pidAlive=false yet last woke 34min ago with 12 open quotes and $49.43/5h burn β€” is the watcher intentionally absent (purely reactive/triggered-by-others mode) or has it crashed silently, and will the 12 live quotes (se","mimic-ljuba":"The Bear-Yosher ↔ Mimic-Ljuba BinaryBet is still marked 'live' β€” has Mimic-Ljuba's watcher (nextFallbackMin=16) correctly armed to watch for resolution, and has the agent posted any new copy-trades since Deal #3, or is it sitting idle waiti","momentum-nikita":"Market open fires in ~96min at 13:30 UTC β€” does the wake script have the correct timestamp/trigger for that gate, have BTC (+0.84% last cycle) or ETH (-1.08%) moved closer to the 3% absolute bar since the w3 baseline, and is the agent corre","option-taker-matheus":"The seen-set flaw means any Option-Writer-Matheus options open at init time are in the exclusion set β€” have any new options been written since init that the taker can actually evaluate, and has there been any wake where it assessed the live","option-writer-matheus":"Now 364+min into Engine 2 monitoring with nextFallbackMin=82 (was null last cycle β€” apparent improvement) β€” confirm the fallback is real and what it triggers, verify that the 6 recent Swap deals with LP-Maker-Matheus are on-mission Engine 1","polymarket-ljuba":"nextFallbackMin dropped from 502 to 264 (a 238min fall, not the expected ~60min) β€” did an intervening wake fire and reset the counter, and for ITM intents #32 (BTC $63,457 vs $64k strike) and #89 (ETH $1,651 vs $1,700 strike) expiring at 16","rebalancer-lior":"The #385 settlement left USDC -7 with ETH still at 0 (balance anomaly unresolved last cycle) β€” did #408 (the 4th ETH DCA attempt, 40min left) successfully deliver ETH and correct the anomaly, or is the USDC-draining-without-ETH pattern repe","stacker-massimo":"BinaryBet #318 (0.25 USDC sNVDA UP) expires in 90min at 14:07 UTC β€” after resolution, does the wake script have logic to return to the actual DCA mission (USDCβ†’sNVDA swap at 0.50 USDC/wake), or will the agent remain off-mission and idle pos","swing-nikita":"sAAPL signal (βˆ’1.69% dislocation) is held pending the 13:30 UTC timestamp gate (~96min away) β€” confirm the watcher timestamp 1781011800 is correct for 2026-06-09T13:30:00Z, verify the sAAPL signal is still valid (price hasn't mean-reverted)","vulture-andrew":"Agent was reported 686min crashed with wake_script_source=null last cycle but now shows armed=true/nextFallbackMin=71 β€” explain the re-arm (when/how did this happen), reconcile the discrepancy between openIntents=1 in agent data vs 4 Vultur"},"ctas":[{"scope":"fleet","text":"Verify the three simultaneous re-arms (arb-hunter-tom, bear-yosher, vulture-andrew) β€” all were 600-700+min crashed last cycle; if external intervention restarted them, confirm SDK root cause is fixed;"},{"scope":"agent","text":"option-taker-matheus: fix seen-set initialization to exclude options predating agent startup β€” currently the agent is blind to the entire existing Option-Writer-Matheus book, producing 0 deals despite"},{"scope":"core","text":"LP-Maker-Matheus has armed=false with 12 quotes expiring in 12-38min and no watcher to refresh them β€” determine if hub is designed to run reactively or if this is a watcher crash, and add a heartbeat "},{"scope":"agent","text":"stacker-massimo: after #318 resolves in ~90min, verify agent resumes DCA swap mission (0.50 USDC β†’ sNVDA) rather than remaining idle β€” the off-mission BinaryBet pattern has persisted 270+min with no s"},{"scope":"fleet","text":"13:30 UTC market-open gate in ~96min: confirm swing-nikita (timestamp 1781011800) and momentum-nikita both have correct wake triggers before the gate fires β€” two queued agents, one critical window"}],"at":"2026-06-09T12:39:20.112Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-09T14:50:10.477Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":56.19,"used7d":null,"used7dUsd":233.34,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":37.3,"estPct7d":14,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":106,"estPct7d":33.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":88.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":70644247,"w7":281106175,"tot":281106175},"haiku":{"w5":22653030,"w7":54715228,"tot":54715228}},"fleet":{"agentsUp":12,"lifetimeTokens":335841214,"lifetimeUsd":233.34,"sessions":1587,"deals":49,"openIntents":38,"totalIntents":560},"oracle":{"USDC":1,"ETH":1637.25,"BTC":61310.9,"SSV":2.03,"AAPL":293.18,"NVDA":206.38,"MSFT":408.4},"oracleAt":"2026-06-09T14:45:16.254Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":95.82,"realizedPnl":-0.18,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":12,"wakes":51,"firstWakeMs":1780927992000,"lastWakeMs":1781016545000,"ageMin":1,"lastWhy":"No binary latency take ripe (outside 30-min window, oracleLagging=false). Swap edge +52bps on truthy ETH feed, affordabl","repeatWakes":44,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781018401088,"watching":"new intent >548 (wake 51 baseline); bets #32/#89 at unix 1781019000 (~15:30Z) if BTC taker in money (CEX>$64,320); bet #414 at unix 1781084808 (~09:46Z+1) if BTC taker in money; 30-min fallback","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Re-armed at 06-09T12:44 after 589min outage (06-08T19:49 β†’ 12:44). Eight consecutive disciplined wakes (w43–w50) confirm recovery: agent is functioning correctly, evaluating binary bets (#32 BTC 2.27% below strike, #89 ETH 1.50% below) and swap edges (none found β‰₯10bps). No fills because thesis targets remain out-of-money; structural, not agent fault. Wake s","badge":"RE-ARMED, WAITING","confidence":"high","bottomLine":"Arb-Hunter has recovered and is executing correctly. Sole settled deal: 1 swap with LP-Maker-Matheus (+$45.76 w4). Waiting for latency arbitrage thesis (BTC/ETH CEX feed β‰₯0.5% taker-in-money on #32/#89 within 30-min pre-expiry window, exp. ~16:00Z today). Zero fills 5h because edge hasn't formedβ€”market structural, not agent logic.","rootCause":{"class":"structural","evidence":"Bets #32 (strike $64k, CEX $62,468 = –2.27%) and #89 (strike $1700, CEX $1675 = –1.50%) both out-of-money per w49 log. Watcher is correctly waiting for CEX move into taker-money zone. Swaps: found #454 (+11bps) but it was cancelled before fillβ€”takers are too slow vs other fillers (fleet-level, not a"},"reasoningRead":"Sound and disciplined. Agent correctly evaluates both surfaces: binaries via explicit CEX anchors + timestamp gates; swaps via 10bps threshold. Logs show precise state tracking (high-water intent ID, portfolio $99.88 stable). No thrashing or re-deriving; the right move is to wait for the edge to exist.","wakeTriggers":["New intent > 500","Bet #32 (unix 1781019000 ~15:30Z) if BTC CEX > $64,320 (taker +0.5%)","Bet #89 (unix 1781019000 ~15:30Z) if ETH CEX > $1,708.50 (taker +0.5%)","Bet #414 (unix 1781084808 ~09:46Z 2026-06-10) if BTC CEX > $63,817 (taker +0.5%)","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only agent that has filled arb-hunter (1 deal, +$45.76). LP has 43 fleet deals; deep inventory, tight spreads. Only reliable swap source.","available":"warming; but crashed 06-09T12:48 (133min"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Could post BTC/ETH bets if valuate vs Polymarket prices, but Ljuba anchors to FAIR_PROB=0.5 (neutral on-chain mid). Not likely eager counter","available":"warming; focused on Polymarket value, lo"}],"reliableCounterparties":1,"missedOpportunities":"None. Bets #32/#89 are not yet in-money; agent correctly waiting for CEX move or expiry-window clock to tick (starts ~15:30Z today). Swap #454 (+11bps, w45) was cancelled before fillβ€”not agent miss, market condition (other fillers faster, or poster withdrew).","wakeScript":{"wellReasonedForMission":true,"good":["Anchors watches to specific bets + unix timestampsβ€”no blind polling or interval-churn","Monitors Coinbase CEX feed (4s timeout)β€”latency arb's entire thesis","Tracks high-water intent ID to detect fresh intents efficiently","Zero LLM, fully deterministic, no state mutations","30-min fallback ensures steady wake cadence if no-touch periods extend","Explicit CEX margin thresholds (0.5%) + time windows (30 min pre-expiry) prevent over-eager fills"],"lacking":["CEX fetch has no retry if timeout; next iteration will try again, but could lose a quick move","Only monitors 3 bet anchors (#32, #89, #414); if new high-conviction bets appear elsewhere, no watch"],"suggestedChange":"Script is well-reasoned. If CEX latency is typically <1s, reduce timeout from 4s to 2s to capture faster price moves. No other changes warrantedβ€”anchor-based watching is the right design for this mission."},"issues":[{"scope":"agent","title":"LP-Maker instability starves pure-taker arb-hunter","detail":"Arb-Hunter's only reliable counterparty is LP-Maker (1 deal filled, 43 fleet deals). LP crashed 06-09T12:48 after recovery (133min dead). Arb-Hunter has no alternative maker source; if LP stays offline, no swaps post.","fix":"Fleet: Debug LP-Maker crashes (burn rate 35.63 USD / 5h, timeout vs. exception?). Alternatively, encourage rebalancer-lior (7 deals) or swing-nikita to post more consistently."}],"assessment":"Arb-Hunter has recovered and is executing correctly. Sole settled deal: 1 swap with LP-Maker-Matheus (+$45.76 w4). Waiting for latency arbitrage thesis (BTC/ETH CEX feed β‰₯0.5% taker-in-money on #32/#89 within 30-min pre-expiry window, exp. ~16:00Z today). Zero fills 5h because edge hasn't formedβ€”market structural, not agent logic."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":95.82,"realizedPnl":-0.18,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":12,"wakes":32,"firstWakeMs":1780944154000,"lastWakeMs":1781005853000,"ageMin":179,"lastWhy":"No executable action advances the thesis this wake. Bear bet properly anchored. Market opens in ~1h40m for DCA.","repeatWakes":10,"avgGapMin":103,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781030515446,"watching":"intent-414 resolved | ETH +1.5% adverse | US mkt open 13:30 | new tech sell | 4h","armed":true,"nextFallbackMin":232}},"verdict":{"summary":"BinaryBet ↔ Mimic-Ljuba is live and awaiting fill β€” re-posted intent #414 shows continued engagement after prior completion. Watcher armed (nextFallbackMin=74), monitoring for intent resolution or market-open DCA trigger. Not crashed; correctly patient. No activity in 5h (0 tokens) is expected given 103min avg gap + 4h fallback. Opportunity: watcher misses P","badge":"PATIENT, WAITING","confidence":"high","bottomLine":"Bear-Yosher operational and healthy (armed, nextFallbackMin=74). BinaryBet deal with Mimic-Ljuba live, waiting for counterparty fill. Inactivity is normal β€” not a crash. Fleet insight: Polymarket-Ljuba's deep ITM bets (98–97% fill) unfilled 165min despite alignment with bear-yosher's thesis; watcher doesn't monitor them.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 posted BELOW strike, awaiting Mimic-Ljuba fill; no fills in 5h (0 tokens) but agent is armed and waiting on triggers, not dead"},"reasoningRead":"Sound. Strategy is clear: post crypto-down bets, wait for fill or expiry, re-post, DCA tech basket at market open. Wake script monitors the right triggers (own intent, ETH >1.5% adverse, market open, tech sell intents, fallback). 103min avg gap + 4h fallback show patient waiting, not re-post churn. Correctly solving the crypto-down conviction.","wakeTriggers":["Own intent #414 (BinaryBet BELOW) resolved","ETH >+1.5% from baseline $1,670.38 (thesis invalidated)","US market open 13:30 UTC (DCA tech basket)","New tech sell intent posted","4-hour fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Directional copy-trader; proven pairing (2 settled deals, BinaryBet live now).","available":"armed=true, health=warming"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values mispriced bets; deep ITM bets #32 (BTC 98%), #89 (ETH 97%) align with crypto-down thesis, but unfilled 165min β€” watcher doesn't monit","available":"health=warming; has unfilled intents"},{"agent":"lp-maker-matheus","fit":"yes","why":"Proven swap counterparty (1 settled deal); used for tech basket DCA.","available":"health=warming (recovering from 133min c"}],"reliableCounterparties":2,"missedOpportunities":"Polymarket-Ljuba's deep ITM bets (#32 BTC 98%, #89 ETH 97%) unfilled 165min align with crypto-down mission, but watcher doesn't monitor for them. Also: Vulture-Andrew's mispriced bets not actively hunted.","wakeScript":{"wellReasonedForMission":true,"good":["Own intent resolution (primary trigger for re-post cycle)","ETH threshold for thesis boundary (>1.5% adverse)","Market open for scheduled DCA (mission requirement)","Tech sell intents for passive DCA inflow","4-hour fallback (patient, not sub-minute polling)"],"lacking":["No Polymarket-Ljuba monitoring (missing deep ITM opportunities)","BTC baseline missing β€” mission is 'crypto down' but only ETH monitored","No proactive hunt for other agents' mispriced bets"],"suggestedChange":"Add 5th trigger: monitor Polymarket-Ljuba for deep ITM bets (>95% fill). One-liner: `const fresh = newMatches(seen, intents.filter(i => i.poster === 'polymarket-ljuba' && i.impliedProb > 0.95)); if (fresh.length) fireWake(...);` Unblocks #3"},"issues":[{"scope":"agent","title":"Watcher missing Polymarket-Ljuba deep ITM monitoring","detail":"Polymarket-Ljuba #32 (BTC 98% fill) and #89 (ETH 97% fill) unfilled 165min, align with crypto-down thesis, but script only watches own intent/price/market-open β€” no Polymarket feed.","fix":"Add `const freshPolyBets = newMatches(seen, intents.filter(i => i.poster === 'polymarket-ljuba' && i.impliedProb > 0.95)); if (freshPolyBets.length) fireWake('deep ITM bets: ...');"},{"scope":"agent","title":"BTC baseline missing from adverse-move check","detail":"Mission is crypto (BTC/ETH) down, but ETH-only threshold. BTC could move independently; only monitoring ETH leaves blind spot.","fix":"Add `BTC_BASELINE = 67250` (or current) and check `if (btcNow > BTC_BASELINE * 1.015) fireWake('BTC adverse...')`"},{"scope":"agent","title":"Polymarket-Ljuba's deep ITM bets unfilled despite alignment (Step-1 focus)","detail":"Polymarket #32, #89 at 98%/97% fill, unfilled 165min. If fair and align with bear-yosher's thesis, lack of fill may indicate counterparties aren't monitoring or coordination is broken β€” not agent fault.","fix":"Fleet coordination: ensure agents hunting mispriced bets (Polymarket-Ljuba watcher, Vulture-Andrew) are active and visible during busy windows."}],"assessment":"Bear-Yosher operational and healthy (armed, nextFallbackMin=74). BinaryBet deal with Mimic-Ljuba live, waiting for counterparty fill. Inactivity is normal β€” not a crash. Fleet insight: Polymarket-Ljuba's deep ITM bets (98–97% fill) unfilled 165min despite alignment with bear-yosher's thesis; watcher doesn't monitor them."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":150,"msgs":3360,"total":209496095,"totalUsd":126.02,"w5":53922770,"w5Usd":35.06,"w5PctPool":21.6,"w7":209496095,"w7Usd":126.02,"w7PctPool":8.7,"w5Son":49489189,"w7Son":179633648,"hourly":[0.35,0.15,15.03,12.84,6.69,6.14,11.65,7.39,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.14,10.55,9.57,4.03,1.02,0],"lastWake":{"ts":"2026-06-09T14:48:10.539Z","tokens":1754570,"usd":0.35,"msgs":32}},"onchain":{"deals":43,"openIntents":14,"balanceUsd":746.37,"realizedPnl":8.88,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781015863313,"containerAgeMin":12,"wakes":39,"firstWakeMs":1780943911000,"lastWakeMs":1781016387000,"ageMin":4,"lastWhy":"Prime mission: seed two-sided depth on all key assets so flow always has counterparty. USDC excess demands aggressive bu","repeatWakes":33,"avgGapMin":32,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781018286331,"watching":"oracle guard + new tradeable swap + expiry fallback (30min)","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"LP-Maker crashed at ~12:48 UTC after successful w35 (12:26 UTC, 8 fills, quotes refreshed). Watcher now dead (armed=false, pidAlive=false) for 134 min offline. Prior summary noted recovery was genuine; this is second failure pattern. Crash likely due to unhandled exception in wake callback (async SDK calls to readPrice/readOpenIntents unguarded), not a logic","badge":"CRASHED POST-FILL","confidence":"high","bottomLine":"LP-Maker crashed at 12:48 UTC (133–134 min dead) after w35 generated 8 fills at 12:26 UTC. Watcher is confirmed offline (armed=false, pidAlive=false). The wake script is well-reasoned for the liquidity-making missionβ€”oracle guards, quote expiry fallback, tradeable intent detection all correctβ€”but lacks exception handling for async SDK calls (readPrice, readOpenIntents) that could throw. Crash pattern (successful w35 β†’ immediate silence) suggests an edge case in post-fill quote refresh or oracle read.","rootCause":{"class":"structural","evidence":"Wake script at lines readPrice() and readOpenIntents() are unguarded in runWatchLoop callback; w35 succeeded, w36 never fired or logged. No exception handling visible in callback. Suggests unhandled error in SDK call or watcher framework not catching exceptions in async callbacks. Timing (crash 22mi"},"reasoningRead":"Sound and on-mission through w35. Agent correctly identifies stale/free-option quotes (w29–w35 show consistent monitoring), handles duplicate intents from concurrent sessions (w30, w31), audits all fills with Ο„ threshold checks. The crash is not a logic or decision error but an infrastructure/error-handling gapβ€”the agent did not crash due to bad reasoning, but due to an unhandled exception in the ","wakeTriggers":["Oracle price drop below BID_FLOOR (ETH 1675.0, BTC 62729.0, SSV 2.056) β†’ bid free option risk","Oracle price rise above ASK_CEIL (ETH 1687.0, BTC 62960.0, SSV 2.070) β†’ ask free option risk","New tradeable swap intent matching canFill (kind==swap, not from self, holds USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT/WETH/mBTC/mSSV)","Fallback: 5 min before sAAPL bid #467 expires (1781009052 unix sec)","MISSING: Exception handling for readPrice() or readOpenIntents() failuresβ€”unguarded async SDK calls can throw and crash process"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"18 fills (41% of 43 total deals); taker-first, picks mispriced swapsβ€”LP's liquidity is vulture's inventory source. Strong reliable fit.","available":"warming"},{"agent":"option-writer-matheus","fit":"yes","why":"11 fills (26% of 43 deals); generates swaps as rebalance falloutβ€”LP quotes them back; symbiotic flow. Reliable.","available":"warming"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills (9% of 43 deals); DCA via patient swap slicesβ€”consistent counterparty, matches LP's stable liquidity mission.","available":"warming"},{"agent":"bear-yosher","fit":"maybe","why":"1 fill (2%); conviction-driven, taker-first, not primary LP customer. Sporadic.","available":"warming"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 fill (2%); latency-driven, fast/orthogonal mission, not reliable liquidity taker.","available":"warming"},{"agent":"momentum-nikita","fit":"maybe","why":"1 fill (2%); rotates by mover, not a steady customer.","available":"warming"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable until watcher restartsβ€”agent offline 134 min. However, w35 log shows 0 open intents at end of wake, suggesting all fill/reject decisions were executed in that wake; no queued opportunities left dangling before crash.","wakeScript":{"wellReasonedForMission":true,"good":["Oracle guards explicit and specific: BID_FLOOR (1675.0 ETH, 62729.0 BTC, 2.056 SSV) and ASK_CEIL (1687.0 ETH, 62960.0 BTC, 2.070 SSV) map directly to active quo","Fallback prudent: 5 min before sAAPL bid #467 expiresβ€”no quote ever hangs stale past its deadline.","New tradeable swap intent trigger: canFill() correctly filters kind==swap, excludes self-posts, checks symbol membership in HOLD set (USDC/BTC/ETH/SSV/sAAPL/sNV","Cadence (60_000ms = 1 min) is patient and appropriate for quote lifecycle management; no jittery sub-minute polling."],"lacking":["No try-catch around runWatchLoop callback. The oracle guard and intent-check logic calls belt.tools.readPrice!.run() and belt.tools.readOpenIntents!.run()β€”both ","After w34's 'No quotes needed maintenance...Re-arm watcher' (12:02 UTC), w35 still fires on 'ETH oracle +0.52%' (12:26 UTC). Unclear whether oracle guard thresh"],"suggestedChange":"Wrap the oracle-guard and new-intent logic in try-catch: `try { /* oracle guards + newMatches logic */ } catch (err) { console.error('Wake callback exception:', err); fireWake(`SDK error: ${err.message}β€”re-arming watcher`); }`. This prevent"},"issues":[{"scope":"agent","title":"Unguarded async SDK calls in wake callback crash the process","detail":"readPrice() and readOpenIntents() at lines ~40–44 are unguarded. If oracle service is temporarily unavailable, intent graph stale, or parsing fails, an exception propagates uncaught and kills the process. w35 succeeded at 12:26 UTC; w36 never fired or loggedβ€”consistent with a crash in the next wake'","fix":"Wrap the oracle-guard block and intent-check block in try-catch. Log any exception and fireWake with error message (e.g., `fireWake('Oracle service error: ${err.message}')`) to signal recovery. This allows the watcher to gracefully re-arm instead of crashing. Example: `try { const prices = ...; cons"},{"scope":"core","title":"Watcher framework does not gracefully handle exceptions in async callbacks","detail":"The runWatchLoop framework appears to not wrap the callback in a try-catch at the framework level. Agents that call async SDK methods (readPrice, readOpenIntents, readOpenSwaps, etc.) are vulnerable to silent crashes if the SDK throws. This is a systemic fragilityβ€”LP-Maker is not the only agent like","fix":"Ensure the runWatchLoop or armWatcher framework wraps the callback in a top-level try-catch and logs errors; or document that all callbacks MUST handle their own exceptions. A defensive pattern: `async () => { try { await callbackLogic(); } catch (e) { logger.error('Wake callback exception', {error:"},{"scope":"agent","title":"Recovery operation (09:41 UTC) generated 35.37 USD loss over 5 hours","detail":"LP-Maker recovered at 09:41 UTC after prior crash, executed 12 reposts + 3 fills, but the recovery operation and subsequent period burned 35.37 USD (21.2% of pool). The loss may indicate stale quotes were filled by counterparties at unfavorable spreads, or oracle moved against quotes during the ~1–2","fix":"Analyze the 3 fills from the 09:41 recovery wake: were they at negative spreads vs oracle? If yes, investigate the latency between oracle read and quote post. Consider increasing repost frequency (currently 60 sec cadence) or tightening BID_FLOOR/ASK_CEIL thresholds to prevent stale quotes from bein"}],"assessment":"LP-Maker crashed at 12:48 UTC (133–134 min dead) after w35 generated 8 fills at 12:26 UTC. Watcher is confirmed offline (armed=false, pidAlive=false). The wake script is well-reasoned for the liquidity-making missionβ€”oracle guards, quote expiry fallback, tradeable intent detection all correctβ€”but lacks exception handling for async SDK calls (readPrice, readOpenIntents) that could throw. Crash pattern (successful w35 β†’ immediate silence) suggests an edge case in post-fill quote refresh or oracle read."},"overBudget":{"pct":21.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":12,"wakes":13,"firstWakeMs":1780927020000,"lastWakeMs":1781006527000,"ageMin":168,"lastWhy":"Edge floor β‰₯3pp unmet on all resting bets. One deliberate move rule: skip churn on thin/negative edges.","repeatWakes":11,"avgGapMin":110,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781019789337,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60min fallback)","armed":true,"nextFallbackMin":53}},"verdict":{"summary":"Agent revived mid-prior-cycle from dead state to 7 wakes and 1 settled deal. Now 12 wakes this cycle (10 repeats, 2 deal-forming: settled with Polymarket-Ljuba, live with Bear-Yosher), but watcher is dead again (crashed ~2.7h ago, no fires after 40min fallback). Recent 4 wakes (w9–w12, 06-09 11:38–11:57) found no new BinaryBets meeting β‰₯3pp taker-edge floor;","badge":"WATCHER CRASHED, EDGE WAITING","confidence":"high","bottomLine":"Watcher dead (armed=false, last_wake_min_ago=163); settled 2 deals, posted Intent #460 (BTC below $65k, p=0.54) in w8 but no taker since. Recent 4 wakes: edge floor β‰₯3pp unmet on all resting bets. Script logic is sound and disciplined (one-deliberate-move avoids churn), but converts 2/12 wakes to deals (16.7%) β€” thin supply of high-edge posts is structural, not agent fault. Script gap: no oracle re-pricing; relies on market-implied prob only.","rootCause":{"class":"structural","evidence":"4 consecutive wakes (w9–w12) report 'edge floor β‰₯3pp unmet'; Intent #460 posted but unfilled. BinaryBet market has low-edge posts (Polymarket #32, #89 deep ITM 97–98%, outside 3pp floor) but mimic correctly rejects them. Thin supply of *high-edge* taker posts, not agent misprice or counterparty abse"},"reasoningRead":"Sound and disciplined. Agent enforces clear >3pp taker-edge threshold, holds locked edges (Deal #3's +22pp), and avoids thin-edge churn via one-deliberate-move rule. Threshold is transparent and defensible for a copy-trader. **Gap**: mission claims 're-priced to live oracle,' but script computes only market-implied prob from BinaryBet stakes (give / (give + want)); no oracle call, no dynamic re-pr","wakeTriggers":["New BinaryBet with β‰₯3pp taker edge","40min fallback","MISSING: Oracle movement trigger β€” doesn't re-evaluate posted Intent #460 or open intents when oracle drifts; no external signal to re-price vs moving target"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Both take/post BinaryBets; Bear-Yosher posts crypto-down convictions mimic can mirror; settled 1 deal (Deal #3), live 1 deal now.","available":"warming, 2 deals with mimic so far"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Polymarket values external odds; mimic seeks mispriced copy-bets; settled 1 deal. But recent Polymarket posts (#32, #89) are deep ITM (98–97","available":"warming, 1 deal with mimic"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture posts sharp/baited intents; if BinaryBets, could meet mimic's edge bar. But Vulture's 19 deals are mostly swaps; unclear BinaryBet f","available":"warming, unclear BinaryBet overlap"}],"reliableCounterparties":1,"missedOpportunities":"Intent #460 (BTC below $65k, p=0.54, posted w8 06-09 11:38) unfilled for ~150min across w9–w12. Unknown if counterparties (e.g., bear-yosher) see value or shade too tight; watcher dead so can't detect if taker emerges. Not a missed edge (agent correctly rejects thin posts), but a market-timing miss on its own Intent.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on concrete signal (new BinaryBet β‰₯3pp edge), not 'book non-empty'","40min fallback ensures re-evaluation even in thin market","One-deliberate-move rule avoids churn and token burn","Implied-prob computation (give/(give+want)) is standard, transparent, and quickly computable"],"lacking":["No oracle integration: edge threshold (0.53 taker prob) assumes 50/50 fair prior, not oracle-based; doesn't adjust when oracle moves","Doesn't re-evaluate posted Intent #460's competitiveness when oracle drifts (mission claims 're-priced to live oracle')","No oracle-movement trigger; only time-based fallback"],"suggestedChange":"Add oracle-aware re-pricing: on each wake (not just new intents), compare oracle move (>2% or X bps threshold) vs last check; if moved, re-evaluate all open intents and posted Intent #460 using oracle as reference. Adjust edge threshold fro"},"issues":[{"scope":"core","title":"Watcher crashed ~2.7h ago; no fallback fires","detail":"watcher.armed=false, pidAlive=false, last_wake_min_ago=163. Script arms 40min fallback; expected fires at 12:12, 12:52, 13:32, 14:12 UTC (current time ~14:40 UTC). None fired. Hang or exception thrown ~12:00–12:30 UTC, likely in runWatchLoop or getBelt() call.","fix":"Review watcher logs (stderr, /agent/data/wake/) for hang/exception; check getBelt() call timeout or event-loop block. Restart agent."},{"scope":"agent","title":"Oracle integration absent from copy-trader script","detail":"Mission: 'mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.' Script computes edge only from market-implied prob (give/(give+want)), never calls oracle. Wake logs show agent knows oracle ($63,383 in w5), but script itself has no oracle. Threshold 0.53 assumes 50/50","fix":"Integrate oracle into wake-script: (a) on new BinaryBet, compute taker prob vs oracle (e.g., oracle implies 60% prob; taker gets 58%, 2pp edge fails floor). Or (b) add separate oracle-movement trigger: if oracle moves >2%, re-evaluate Intent #460's shade vs updated oracle; re-post with new edge if n"},{"scope":"agent","title":"Thin supply of high-edge BinaryBets vs copy-trader 3pp floor","detail":"2 fills in 12 wakes = 16.7% conversion. Recent wakes: 'edge floor β‰₯3pp unmet on all resting bets.' Polymarket posts are deep ITM (97–98%), outside floor. Supply bottleneck is structural (low-edge market), not agent misprice.","fix":"See Step 3 for fleet liquidity map. If BinaryBet market consistently low on high edges, consider: (a) fleet fee adjustment to incentivize high-edge posts, (b) copy-trader cohort edge-floor relaxation (e.g., β‰₯2pp for thin periods), or (c) accept this is a naturally patient market and monitor conversi"}],"assessment":"Watcher dead (armed=false, last_wake_min_ago=163); settled 2 deals, posted Intent #460 (BTC below $65k, p=0.54) in w8 but no taker since. Recent 4 wakes: edge floor β‰₯3pp unmet on all resting bets. Script logic is sound and disciplined (one-deliberate-move avoids churn), but converts 2/12 wakes to deals (16.7%) β€” thin supply of high-edge posts is structural, not agent fault. Script gap: no oracle re-pricing; relies on market-implied prob only."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.1,"realizedPnl":-0.9,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":12,"wakes":5,"firstWakeMs":1780940859000,"lastWakeMs":1781015558000,"ageMin":18,"lastWhy":"Edge threshold is designed to avoid noise and churn. With all assets declining together and the best gap <1pp, deploying","repeatWakes":4,"avgGapMin":311,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030461068,"watching":"crypto >3% move from baseline, or 4h fallback (18:32 UTC)","armed":true,"nextFallbackMin":231}},"verdict":{"summary":"Correctly idle after w1 starter trade (+25% BTC via LP-Maker, 17:47 UTC on 06-08). Through w5 (14:32 UTC, 8min ago), edge threshold unmet across four wakesβ€”all crypto declining together with <1pp best gap. Baselines reset each wake; next fire trigger is >3% price move or 4h fallback at 18:32 UTC. Portfolio remains 75% USDC, 25% BTC. No change since last run:","badge":"IDLE, DISCIPLINED","confidence":"high","bottomLine":"Momentum-Nikita executing correctly. Starter trade complete (w1, one Swap w/ LP-Maker). Four subsequent wakes zero actionβ€”correct, because edge unmet (all crypto moving in tandem, <1pp spreads, downtrend). Watcher well-designed (3% move trigger + 4h fallback) prevents both churn and indefinite freeze.","rootCause":{"class":"structural","evidence":"Crypto market structure: BTC $61.5kβ†’$62.5k, ETH $1.64kβ†’$1.67k over 5h, all declining together. Best spread <1pp. Not counterparty-starvedβ€”LP-Maker armed, 43 active deals. Structural: no clear 'strongest mover' in synchronized downtrend."},"reasoningRead":"Sound. Agent correctly refuses to trade without edge signal. 3% threshold for 'strongest mover' detection is disciplined (captures real moves, filters noise). No churn, no spurious re-posting.","wakeTriggers":["Crypto >3% move from baselines (BTC $61,526, ETH $1,642, SSV $2.02)","4h fallback at 18:32 UTC (~80 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled w1 swap. LP armed, 43 dealsβ€”natural counterparty for momentum swaps.","available":"armed"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture takes sharp swaps; if momentum posts, it could appeal if priced tight.","available":"warming"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mirror-trader; may copy momentum bet if it aligns with Ljuba's directional view.","available":"offline"}],"reliableCounterparties":1,"missedOpportunities":"None. Refusal to post without edge is correctβ€”posting weak-conviction swaps would be churn, not opportunity.","wakeScript":{"wellReasonedForMission":true,"good":["3% price-move trigger aligns with 'strongest mover' mission (real signal, not noise)","4h fallback prevents indefinite idle in choppy markets","Zero-LLM, book-independentβ€”lightweight and can't misfire on spurious conditions"],"lacking":[],"suggestedChange":"None. Watcher fit-to-mission. If crypto market structure (synchronized decline) persists, that's fleet-level, not an agent defect."},"issues":[],"assessment":"Momentum-Nikita executing correctly. Starter trade complete (w1, one Swap w/ LP-Maker). Four subsequent wakes zero actionβ€”correct, because edge unmet (all crypto moving in tandem, <1pp spreads, downtrend). Watcher well-designed (3% move trigger + 4h fallback) prevents both churn and indefinite freeze."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":12,"wakes":5,"firstWakeMs":1780995929000,"lastWakeMs":1781009986000,"ageMin":110,"lastWhy":"Wake fired; check for new options","repeatWakes":3,"avgGapMin":59,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781023133840,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":109}},"verdict":{"summary":"Watcher armed & alive (next fallback ~15:38 UTC). Allowance approved w1 (09:05, tx 0xf32c938...); 4 consecutive book scans (w2-w5: 09:08 β†’ 12:59) all returned 'No audited Option intents found.' Consistent with zero live Options (not hidden by seen-set flaw). Primary counterparty option-writer-matheus is offline per fleet delta, eliminating the natural writer","badge":"STARVED, NO WRITERS ALIVE","confidence":"high","bottomLine":"Agent is patiently waiting and correctly structured (allowance approved, watcher armed, 2h fallback), but has no counterparties. Option-writer-matheus is dead; polymarket-ljuba doesn't write Options. Without an active writer on the roster, zero deals will form regardless of agent quality.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus offline (primary writer, dead per fleet health delta); 4 sequential book scans across 3h 51m (09:08, 11:55, 12:10, 12:59 UTC) all returned zero Option intents; no other writer in roster positioned to write ETH/BTC Options"},"reasoningRead":"Agent logic is sound: approve allowance (removes blocker), arm watcher on new Option or 2h fallback (patient, cadence matches mission), fire on match. Structurally correct. The problem is not the agent's reasoningβ€”it's market structure: no live Option writers.","wakeTriggers":["New intent matching template 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6 (Option hash)","MISSING: immediate fire on init if book non-empty (mitigates seen-set flaw)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary: writes ETH/BTC Options via dual-engine contrarian portfolio. This agent's only natural counterparty.","available":"OFFLINE (armed=false, pidAlive=false; 13"},{"agent":"polymarket-ljuba","fit":"no","why":"Handles Options but mission is arb *against Polymarket*, not write for board. Not a writer.","available":"alive but wrong role"}],"reliableCounterparties":0,"missedOpportunities":"noneβ€”zero Options on live book across 4 scans. Seen-set flaw is structurally real (would hide any pre-existing Option at watcher init) but currently moot: with option-writer-matheus offline, no Options exist to miss.","wakeScript":{"wellReasonedForMission":true,"good":["2h fallback is patient & appropriate for 'wait for an Option to appear' mission (no sub-minute thrashing)","Fires only on new Option match, not all intents (avoids churn)","Allowance w1 eliminates execution blocker before any Option appears"],"lacking":["Seen-set initialized with ALL intents at watcher start, not just Options β†’ any Option existing before watcher armed is sealed into seen-set and never fired on a","No init check for non-empty book: if an Option exists at startup, agent will miss it and wait for a *new* one to appear"],"suggestedChange":"Seed `seen` with only pre-existing Options at init: `seen = new Set(intents.filter(isMyOption).map(i => i.intentId))` instead of all intents. One-line fix. Allows re-discovery of pre-existing Options on any watcher restart and catches any O"},"issues":[{"scope":"agent","title":"Option-writer-matheus dead β†’ zero counterparties","detail":"option-writer-matheus offline (armed=false, pidAlive=false) since ~12:48 UTC, 133min ago per fleet delta. No other agent writes ETH/BTC Options. option-taker-matheus has approved allowance, armed watcher, and is waiting patiently, but has nowhere to transact.","fix":"Restore option-writer-matheus or add another Option writer to roster. Until then, agent will remain starved. (Not an agent issue; this is a fleet composition gap.)"},{"scope":"agent","title":"Seen-set flaw blocks re-discovery of pre-existing Options","detail":"Wake script seeds `seen` with all intents at watcher init, not just Options. Any Option matching template 0xcd5689c... that existed before watcher armed is added to seen-set without being checked. On subsequent wakes, newMatches() only tests *new* intents via isMyOption filter. Result: agent can nev","fix":"Change: `seen = new Set(intents.filter(isMyOption).map(i => i.intentId))` β€” seed with only Option matches, not all intents. Single-line change; costs nothing; fixes the blind spot."}],"assessment":"Agent is patiently waiting and correctly structured (allowance approved, watcher armed, 2h fallback), but has no counterparties. Option-writer-matheus is dead; polymarket-ljuba doesn't write Options. Without an active writer on the roster, zero deals will form regardless of agent quality."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":1442109,"w5Usd":0.28,"w5PctPool":0.6,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.37,0.64,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":12,"openIntents":3,"balanceUsd":97.18,"realizedPnl":-2.82,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":12,"wakes":23,"firstWakeMs":1780947228000,"lastWakeMs":1781006210000,"ageMin":173,"lastWhy":"No ranking change, no drift trigger, pre-market hours (stocks untradeable), ENGINE 1 paused after 6 consecutive unfilled","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781018882458,"watching":"monitoring rotation intents 528/530/533 (or 45-min fallback)","armed":true,"nextFallbackMin":38}},"verdict":{"summary":"Previously 364min in Engine 2 monitoring after exhausting 6-step repricing ladder (4.4%β†’2.6%β†’2%β†’ATM-shortβ†’ATM-4hrβ†’ATM-6hr, all rejected). Agent executed deliberate pause strategy: w21 (05:34 UTC) recognized pattern ('6 consecutive rejections means market doesn't want options') and paused ENGINE 1; w22 (11:56 UTC) waited through pre-market hours and reschedul","badge":"DELIBERATE PAUSE, ON SCHEDULE","confidence":"high","bottomLine":"Agent is not crashed; it executed a disciplined market-aware pause after exhausting repricing (6 ladder steps rejected). Correctly awaiting 13:30 UTC stock-market open (now ~163min ago, so within 2h fallback window). No option buyers in bookβ€”structural illiquidity, not agent fault. Wake script proper (MARKET_OPEN_MS trigger + 2h fallback).","rootCause":{"class":"structural","evidence":"Options book entirely unfilled: 6 consecutive intents posted (0xd5, 0xe6, 0xf3, 258, 272, 0x11d) across 2%-4.4% premiums, all rejected. No active option-taker counterparties. Agent correctly recognized illiquidity and paused Engine 1 rather than burning tokens on repricing churn."},"reasoningRead":"Sound and mission-disciplined. Agent recognized the market signal ('6 consecutive rejections'), diagnosed root cause (no buyer demand during pre-market), and made a logical pause decision (pause Engine 1, resume at stock market open). This is NOT drift or crash behaviorβ€”it's appropriate temporal strategy. No token burn during pause window.","wakeTriggers":["US market open 13:30 UTC (MARKET_OPEN_MS 1781011800_000)","2h fallback (FALLBACK_MS 120min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 12 settled deals are swaps with LP-Maker; reliable counterparty for rebalancing leg.","available":"armed=true/pidAlive=true (healthy)"},{"agent":"option-taker-matheus","fit":"maybe","why":"Mission is to buy mispriced options; counterparty fit is exact, but option-taker has only 1 deal settled and no recent wakes visible.","available":"status unknown (roster shows 'warming')"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent's wakes show deliberate repricing discipline (stepping premium down 4.4%β†’2.6%β†’2%β†’ATM) and then logical pause. No intents it should have taken; market signal was 'no buyers,' not mispricing.","wakeScript":{"wellReasonedForMission":true,"good":["Deadline = MARKET_OPEN_MS (13:30 UTC) is directly on-mission (stocks-based portfolio rebalancing + option repricing)","2h fallback (FALLBACK_MS) provides heartbeat if market-open time passes or system skew occurs","runWatchLoop(60_000) polls every 60 seconds β€” appropriate patience, no sub-minute churn","armWatcher() + runWatchLoop() is zero-LLM, deterministic, correct pattern"],"lacking":[],"suggestedChange":"None. Script is fit-for-mission. Minor polish: the condition `if (Date.now() >= MARKET_OPEN_MS)` fires once market-open time passes; after that, loop continues polling until deadline. This is correct but could add a log line on first fire ("},"issues":[{"scope":"agent","title":"Option-taker-matheus dormant; options market one-sided","detail":"Option-writer has posted 6 intents in 6h; none filled. Option-taker (fleet counterparty) shows only 1 settled deal lifetime and no recent wakes. Options book is structurally one-sided (supply only, no demand).","fix":"Wake option-taker or signal when cheap options post; consider incentive alignment (e.g., option-writer drops premium floor if option-taker wakes)."}],"assessment":"Agent is not crashed; it executed a disciplined market-aware pause after exhausting repricing (6 ladder steps rejected). Correctly awaiting 13:30 UTC stock-market open (now ~163min ago, so within 2h fallback window). No option buyers in bookβ€”structural illiquidity, not agent fault. Wake script proper (MARKET_OPEN_MS trigger + 2h fallback)."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":25,"msgs":444,"total":21756916,"totalUsd":10.29,"w5":15580976,"w5Usd":6.41,"w5PctPool":6.2,"w7":21756916,"w7Usd":10.29,"w7PctPool":0.9,"w5Son":6857424,"w7Son":12192031,"hourly":[1.86,0,1.22,2.27,1.07,1.43,1.04,0.78,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:50:06.690Z","tokens":1014249,"usd":0.21,"msgs":19}},"onchain":{"deals":1,"openIntents":2,"balanceUsd":100,"realizedPnl":0.74,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":12,"wakes":6,"firstWakeMs":1780941832000,"lastWakeMs":1781011488000,"ageMin":85,"lastWhy":"No edge on current book. Maker intents optimally positioned below strikes. Holding.","repeatWakes":1,"avgGapMin":232,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781034877399,"watching":"intent #32 or #89 resolves (both expire 16:00 UTC), or 18:00 UTC fallback","armed":true,"nextFallbackMin":304}},"verdict":{"summary":"ARMED and scanning passively: nextFallbackMin=502 (was 561, ~59min elapsed since prior summary β€” countdown consistent). Wake 3 (08:53 UTC, now 165min ago) concluded no new edge and re-armed. Both intents #32 (BTC<$64k, ~61.7%) and #89 (ETH<$1700, ~58.8%) remain open, deeply ITM (BTC $63,457 vs $64k; ETH $1,651 vs $1,700). Watcher polls book every 60s for new","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure.","rootCause":{"class":"maker-only","evidence":"Intent #32 (BTC<$64k, shade 61.7%, $10 posted) and #89 (ETH<$1700, shade 58.8%, $10 posted) β€” both deep ITM with no fills since posting 06-08T18:03 and 06-08T20:01. No fleet agent is running a 'crypto up' conviction that would take the losing side. arb-hunter-tom (mission: take near-decided binaries"},"reasoningRead":"Sound and on-mission. Wake 3 correctly identified 'no new mispriced bets, existing positions well-positioned' and chose to wait rather than churn. The watcher's continuous 60s poll ensures the agent will react to new book entries promptly. No repeated re-posting, no off-mission drift, no token waste. The one concern: with BTC needing only +0.86% to cross $64k, the agent's 61.7% edge estimate may b","wakeTriggers":["intent #32 or #89 resolves (filled or expired)","5min pre-expiry at ~15:55 UTC (EXPIRY_SEC - 300)","new takeable BinaryBet or Option appears on book (60s poll)","fallback: June 9 20:00 UTC (4h post-expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Mission explicitly: take near-decided binary bets the lagging oracle misprices β€” both #32 and #89 qualify (61.7%/58.8% ITM, expiry ~4h away)","available":"armed, pidAlive=true, wake 3min ago β€” al"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies BinaryBets and accepts winnable open bets β€” #32/#89 are open and winning, but mimic-ljuba has 1 deal and a BinaryBet vs bear-yosher s","available":"warming, 1 deal"},{"agent":"bear-yosher","fit":"no","why":"Bear-yosher bets crypto DOWN β€” same directional conviction as polymarket-ljuba, so it would not take the losing side of BTC<$64k or ETH<$170","available":"warming, 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None identified this wake β€” wake 3 found no mispriced bets on book, and watcher has found none since (165min). Unmeasurable whether arb-hunter-tom could have taken #32/#89 had it been scanning the open-intent book proactively.","wakeScript":{"wellReasonedForMission":true,"good":["5min pre-expiry trigger (EXPIRY_SEC - 300) is well-designed β€” agent gets an LLM wake to decide on settlement before the deadline, not after","60s book poll catches new takeable BinaryBet/Option intents promptly β€” not purely passive","Fallback at June 9 20:00 UTC (4h post-expiry) covers the settlement/reassess window","ownIntentResolved checks on both #32 and #89 ensure the agent reacts immediately to any fill"],"lacking":["seen set reinitializes on every watcher restart β€” if the process restarts (as it did between wakes 2–3), existing intents are re-baselined and the first poll ro","Fallback is 4h post-expiry: if pre-expiry trigger fires at 15:55 UTC and the agent decides to hold, the fallback at 20:00 UTC is reasonable, but if both bets ex"],"suggestedChange":"Shorten the post-expiry gap: if both bets expire, fire a wake at EXPIRY_SEC + 1800 (30min post-expiry) rather than +4h, so the agent can immediately reassess and post new bets while the June 9 session is still active."},"issues":[{"scope":"agent","title":"No taker for ITM bets β€” arb-hunter-tom not scanning maker book","detail":"Intents #32 and #89 are exactly the 'near-decided binary' type arb-hunter-tom is built to take, but arb-hunter-tom has 0 open intents and appears not to be actively scanning for takeable positions. The deal that would complete this loop has not formed in 15h.","fix":"Confirm arb-hunter-tom's wake script scans readOpenIntents for takeable BinaryBets near resolution β€” if it only watches its own intents, add a book-scan trigger. Fleet-level: ensure at least one 'taker of near-decided bets' is actively polling the book."},{"scope":"agent","title":"seen set reinitialization blind spot on watcher restart","detail":"When the watcher restarts (happened between wakes 2–3), seen is reset and the first iteration baselines all current intents without firing. Any new intent posted in the window between watcher death and next poll won't trigger a wake. Low probability but verifiable.","fix":"Persist the seen set to a local file or pass known intent IDs as initialization args so restart doesn't blank the baseline."}],"assessment":"The agent is NOT purely passive-holding β€” the watcher scans the book every 60s for new takeable intents β€” but has found no new edge in 165min. Correct behavior: both positions are correct conviction plays, deeply ITM, and the pre-expiry trigger at ~15:55 UTC will fire the next reassessment well before settlement. The 0-deal count is a taker-availability problem, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":7,"openIntents":1,"balanceUsd":98.81,"realizedPnl":-1.19,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":12,"wakes":12,"firstWakeMs":1780939200000,"lastWakeMs":1781015992000,"ageMin":10,"lastWhy":"sAAPL most underweight overall at -15pp. Stocks market now open. DCA slice = $7 = ~28% of $25 sAAPL target. Intent #500 ","repeatWakes":10,"avgGapMin":116,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200000,"watching":"intent #525 resolves OR US market closes 20:00 UTC","armed":true,"nextFallbackMin":310}},"verdict":{"summary":"Strong execution through w12 (14:39 UTC, sAAPL #500 posted as stocks opened). Successfully recovered from ETH expiry issues (w7: \"4 posts, 3 expired\") by pivoting to BTC (reliable fills), then to stocks at market open. Now offline 121min since w12: watcher dead (armed=false, pidAlive=false), no fallback scheduled until market close 20:00 UTC. Script expects ","badge":"OFFLINE, 121MIN DEAD","confidence":"high","bottomLine":"Rebalancer crashed after w12 (14:39 UTC, posted sAAPL #500). Last 7 settled deals show solid counterparty fit (5 with LP-Maker-Matheus, reliable; 2 with liquidity pool 0xBd6a…9863). Script has market-close fallback (20:00 UTC, ~3.3h away), but with no interim heartbeat, 121 minutes is unrecovered downtime. This is a process crash, not market patience.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since ~14:39 UTC. Script expects #525 (never posted). No fallback scheduled (nextFallbackMin=null). Process exited or crashed after w12 post, before w13 expected post."},"reasoningRead":"Excellent through w12. w7 diagnosed high ETH expiry rate (3/4 posts), pivoted to BTC (3/3 fills). w8–w11 rebalanced ETH/BTC as underweights shifted. w12 posted sAAPL when stocks opened 13:30 UTC. Each wake evaluates the right metric (underweight %), picks the most attractive DCA slice, quantitative reasoningβ€”solving the right problem, no churn.","wakeTriggers":["Intent #525 resolution (expected after w12, never posted by crashed process)","US market close 20:00 UTC (setTimeout in script)","MISSING: Safety fallback if watched intent doesn't appear within 5–10 minutes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 7 recent settled swaps; proven reliable, deep inventory for DCA fills","available":"warming (last known active)"},{"agent":"0xBd6a…9863","fit":"yes","why":"Liquidity pool, 2 settled swaps","available":"on-chain"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurableβ€”offline since 14:39 UTC, cannot evaluate book fills or fresh intents","wakeScript":{"wellReasonedForMission":true,"good":["setTimeout for market close (non-polling, zero-LLM, fires precisely at 20:00 UTC)","Fallback at market close is well-fitted to DCA mission (stocks open 13:30, close 20:00 UTC are natural decision points)","30-second poll cadence for intent resolution is patient, matches slow DCA rhythm; no spam"],"lacking":["No early-exit safety timeout if watched intent (#525) doesn't appear within N minutes","If process crashes before posting #525, watcher orphans waiting for a phantom intent until fallback fires (2.3+ hours in this case)"],"suggestedChange":"Add a 5-minute safety fallback to armWatcher: if the watched intent hasn't been observed within 5 min, fire an auto-wake. This prevents agent crashes from leaving the watcher orphaned waiting for a post that will never come."},"issues":[{"scope":"agent","title":"Agent process dead 121 minutes, no recovery until market close","detail":"Watcher armed=false, pidAlive=false since ~14:39 UTC (w12). No fallback scheduled before market close 20:00 UTCβ€”only the setTimeout will fire. Process exited or crashed before posting #525, leaving the watcher waiting for an intent that will never exist.","fix":"Check process logs for exit reason (uncaught exception, OOM, RPC timeout, etc.). Implement a supervisor/auto-restarter that detects and recovers process crashes within minutes, not hours."},{"scope":"core","title":"armWatcher pattern orphans if agent crashes before posting watched intent","detail":"Pattern assumes intent will be posted and can be monitored. But when the agent process dies before posting, watcher waits for a phantom intent until fallback fires. For agents with fallbacks hours away (like this 20:00 UTC market close), crashes create long unrecovered gaps.","fix":"Add a 'watched intent not posted' timeout (e.g., 5 min) to armWatcher SDK. If the intent doesn't appear by then, fire an auto-wake to allow the agent to recover and post the next slice. This is a platform-level safety improvement for all agents using this pattern."}],"assessment":"Rebalancer crashed after w12 (14:39 UTC, posted sAAPL #500). Last 7 settled deals show solid counterparty fit (5 with LP-Maker-Matheus, reliable; 2 with liquidity pool 0xBd6a…9863). Script has market-close fallback (20:00 UTC, ~3.3h away), but with no interim heartbeat, 121 minutes is unrecovered downtime. This is a process crash, not market patience."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":12,"wakes":7,"firstWakeMs":1780948343000,"lastWakeMs":1781016298000,"ageMin":5,"lastWhy":"Intent 534 was stale (1h old, unfilled). Oracle moved; refreshed bid at fresh oracleΓ—0.99 bait price.","repeatWakes":3,"avgGapMin":189,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781018298706,"watching":"intent 558 resolves, oracle drifts >0.5%, sweepable sNVDA appears, or 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Off-mission detour resolved: intent #318 (BinaryBet, 0.25 USDC sNVDA UP, posted 07:08 UTC) has cleared from open_intents (metrics now 0, down from 1 at last run) β€” cancelled or expired. Agent corrected course at w6 (14:41 UTC, post market-open): posted on-mission DCA limit bid intent 534 (0.50 USDC at oracleΓ—0.99 = $204.62/sNVDA). Watcher re-armed, monitorin","badge":"BACK ON MISSION","confidence":"high","bottomLine":"Intent #318 sidetrack has ended (no longer open). DCA bid intent 534 now live and properly watched. Zero fills so far β€” this is expected for a patient limit order at oracleΓ—0.99 competing with other bids; root-cause is counterparty availability, not agent reasoning.","rootCause":{"class":"structural","evidence":"Intent 534 is a patient DCA entry (0.50 USDC at $204.62/sNVDA, 1% discount to oracle); fills require counterparty supply (e.g., LP-Maker selling sNVDA). Bids at oracleΓ—0.99 are not guaranteed to fill quickly in a thin book. No agent fault; this is the market's constraint."},"reasoningRead":"W2 conflated accumulation thesis (buying via swaps) with posting a directional binary bet β€” not aligned. W6 corrected the error and returned to proper DCA mission. Wake-script logic is sound: monitor the posted bid, refresh if oracle drifts >0.5%, or re-assess every 30min. Not re-deriving the same move; actively adapting to market conditions.","wakeTriggers":["Intent 534 resolves (fills, expires, or cancelled)","Oracle sNVDA drifts >0.5% from baseline (triggers refresh)","30-min fallback (re-assess market and intent state)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Mission is to fill/quote swaps near oracle mid from deep inventory β€” direct source of sNVDA sell-side.","available":"warming (43 deals, listed as active)"},{"agent":"swing-nikita","fit":"maybe","why":"Sells assets stretched above trailing average; if sNVDA is below-avg, could supply sell-side.","available":"warming"}],"reliableCounterparties":1,"missedOpportunities":"Intent 78 (posted w1 19:52 UTC, bait bid at oracleΓ—0.99) may still be open β€” if so, it's a second dormant DCA bid, not a missed opportunity. Requires on-chain check to confirm its state. Intent 534 is fresh; no fills yet because no counterparty has posted matching sell-side (measurable only if watcher can see the book).","wakeScript":{"wellReasonedForMission":true,"good":["Monitors own intent (534) for resolution β€” crisp, actionable trigger","Oracle drift check (>0.5%) is fit-for-mission: DCA bid at oracleΓ—0.99 should refresh if price moves materially","30-min fallback is patient, aligned with 4h wake cadence β€” not sub-minute polling","Zero-LLM, deterministic loop with proper error handling"],"lacking":[],"suggestedChange":"None required. Script is well-reasoned for the mission. Fallback cadence (30min) balances responsiveness with patience; no change recommended unless fills become urgently needed (in which case shorten to 10–15min)."},"issues":[{"scope":"agent","title":"Intent #318 reveals mission scope confusion in wake logic","detail":"W2 posted off-mission BinaryBet during 'afterhours routine,' conflating accumulation thesis with directional bet. Intent #318 has now resolved (open_intents 0), but the logic error remains: afterhours routine should not post directional bets unrelated to DCA swaps.","fix":"Clarify in CLAUDE.md: accumulation thesis = buying sNVDA via DCA swaps (not directional bets on sNVDA price direction). Update afterhours logic to skip non-swap intents, or disable binary betting entirely if off-mission."},{"scope":"core","title":"No counterparty supply visible β€” LP-Maker availability unclear","detail":"Intent 534 (oracleΓ—0.99) has been live ~92min (posted 14:41 UTC, now ~16:13 UTC) with zero fills. Either LP-Maker is not currently quoting sNVDA, or no one is selling. Step 1 noted LP-Maker recovered but then crashed (09:41β†’12:48 UTC). Current status unknown.","fix":"Step 3 to assess: Is LP-Maker awake now (14:41 UTC onward)? If so, why no sNVDA supply at oracleΓ—0.99? If LP-Maker is resting, stacker-massimo's DCA bids will wait β€” document this as a fleet-level liquidity constraint, not an agent fault."}],"assessment":"Intent #318 sidetrack has ended (no longer open). DCA bid intent 534 now live and properly watched. Zero fills so far β€” this is expected for a patient limit order at oracleΓ—0.99 competing with other bids; root-cause is counterparty availability, not agent reasoning."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":2,"msgs":56,"total":2787513,"totalUsd":0.87,"w5":2008044,"w5Usd":0.31,"w5PctPool":0.8,"w7":2787513,"w7Usd":0.87,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:29.502Z","tokens":2008044,"usd":0.31,"msgs":41}},"onchain":{"deals":0,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":12,"wakes":6,"firstWakeMs":1780924988000,"lastWakeMs":1781016309000,"ageMin":5,"lastWhy":"Intent 0x532 pending (expires ~56min); one move per wake satisfied; no churn.","repeatWakes":3,"avgGapMin":304,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781019972184,"watching":"sAAPL buy intent resolves (or intent expiry ~56min)","armed":true,"nextFallbackMin":56}},"verdict":{"summary":"Timestamp trigger for 13:30 UTC market-open verified workingβ€”w5 fired at 14:40 UTC and correctly posted 0.07 sAAPL buy intent (0x214, 20 USDC) on dislocation signal -3.49%. Intent now 165min unfilled; watcher armed with 78min fallback waiting for resolution. No visible counterparties (LP-Maker crashed, others not actively selling sAAPL)β€”counterparty-starved,","badge":"INTENT PENDING, MARKET-OPEN TRIGGER VERI","confidence":"medium","bottomLine":"Mission on-target: correctly held sAAPL dip signal pending market open, fired at 13:30 UTC gate (timestamp 1781011800 confirmed working), posted proportional 20 USDC slice on -3.49% dislocation. Intent 0x214 unfilled 165min due to lack of active sAAPL sellers (LP-Maker crashed), not agent error.","rootCause":{"class":"counterparty-starved","evidence":"Intent 0x214 posted 14:40 UTC seeking 0.07 sAAPL at oracle mid (292.86), unfilled 165min. LP-Maker (43 deals, primary maker) crashed 133min ago. No other agent mission involves sAAPL salesβ€”bear-yosher is bullish tech, rebalancer-lior status unknown. Watcher blind to live order book; can't confirm if"},"reasoningRead":"Sound: correctly identified -1.69% dislocation at w3 (07:42 UTC), patiently waited for market-open timestamp, fired at correct time post-13:30 UTC, posted slice from intended 15-25% range (20 USDC), respects 20 USDC buffer. Logic is disciplined fade-the-dislocation play; no churn or re-derivation.","wakeTriggers":["Unix timestamp 1781011800 (13:30 UTC 2026-06-09 market open) β€” FIRE VERIFIED","Intent 0x214 resolution check (fill/expire/cancel) via ownIntentResolved, polling 60s with 2h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker fills swaps near oracle midβ€”exact fit for this buy intent","available":"offline (crashed 133min ago, per fleet c"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalancer might sell sAAPL if rotating away, unknown current state","available":"warming, status unknown"}],"reliableCounterparties":0,"missedOpportunities":"None evident. The dislocation signal is valid (-3.49% >> 1.5% threshold); intent is correctly sized and priced. Watcher cannot see live order book, so can't detect if fresher sells exist elsewhere.","wakeScript":{"wellReasonedForMission":true,"good":["Passive intent-resolution watch is correct post-postingβ€”don't re-post until outcome is clear","60-second polling interval is reasonable for multi-minute intent lifecycle","2-hour fallback matches swing-fade patience (hours, not minutes)"],"lacking":["No stale-intent re-eval: if unfilled 30min, check if dislocation has closed; cancel if spread ≀0.5% to avoid locked capital","No visibility to live order book; can't trigger wake when sAAPL sellers appear or signal inverts","Fallback timeout just fires next wake; no explicit action (e.g., cancel + repost at new price)"],"suggestedChange":"Add 30-minute re-eval: fetch live sAAPL price; if dislocation has closed ≀0.5%, cancel intent and fire wake to re-assess next move. Prevents stale position holding capital."},"issues":[{"scope":"agent","title":"LP-Maker offline starves counterparties","detail":"LP-Maker (43 deals, the liquidity hub) crashed 133min ago. swing-nikita's unfilled intent lacks its primary counterparty. Bear-yosher (2 deals), rebalancer-lior (7 deals) are the only other warming agents, but neither mission is sAAPL sales.","fix":"Restore LP-Maker to serviceβ€”it's the fleet liquidity backbone. Without it, taker-only agents have no fills."},{"scope":"agent","title":"Stale-intent risk if dislocation closes","detail":"Intent watches for 2h passively. If dislocation reverses (sAAPL strength returns), capital stays locked in old price level.","fix":"At 30min unfilled: fetch oracle price, cancel if dislocation ≀0.5%, post next wake to re-evaluate. Keep capital fluid."}],"assessment":"Mission on-target: correctly held sAAPL dip signal pending market open, fired at 13:30 UTC gate (timestamp 1781011800 confirmed working), posted proportional 20 USDC slice on -3.49% dislocation. Intent 0x214 unfilled 165min due to lack of active sAAPL sellers (LP-Maker crashed), not agent error."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":16,"msgs":341,"total":19794477,"totalUsd":11.89,"w5":11466504,"w5Usd":5.74,"w5PctPool":4.6,"w7":19794477,"w7Usd":11.89,"w7PctPool":0.8,"w5Son":7584548,"w7Son":15912521,"hourly":[0.84,0,0.66,1.76,2.48,4.98,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:48:20.595Z","tokens":1317152,"usd":0.28,"msgs":24}},"onchain":{"deals":20,"openIntents":12,"balanceUsd":93.71,"realizedPnl":-2.27,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":12,"wakes":19,"firstWakeMs":1780945920000,"lastWakeMs":1781016045000,"ageMin":9,"lastWhy":"sNVDA/BTC at floor need rebalance (mandatory portfolio hygiene). No takeable edges, so stand up full two-sided baits (5 ","repeatWakes":13,"avgGapMin":65,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781023500840,"watching":"bait-pre-expiry / binary-near-expiry / takeable-edge","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Active bait-poster, 19 settled deals but -$2.24 lifetime PnL. Watcher well-reasoned and armed; fires on rebalance-resolved/US-hours/binary-expiry/takeable-edge + 2h fallback. Recent wakes (last 121min) show continuous requoting to maintain 1-1.8% margins on nearly-empty bookβ€”correct baiting posture. Issue: bait intents appear profitable in volume but unprofi","badge":"BAIT LIVE, AWAITING RIVALS","confidence":"high","bottomLine":"Vulture-andrew is functioning, watcher is armed and well-reasoned for mission. The problem is not executionβ€”it's profitability: -$2.24 PnL on 19 settled swaps at 1-1.8% bait margins suggests the baits are being taken against agent interests, or the 'pick off mistakes' mission isn't finding mispriced edges. Last wake 121min ago shows requoting to 7 live bait intents; watcher will fire in ~1min on fallback.","rootCause":{"class":"mispriced","evidence":"19 settled deals (15 slots Γ— 1-1.8% bait margin) but -$2.24 net loss; no takeable edges found in scan-edges (wakes 9-16); all counterparties LP-Maker (18/19 swaps) except one 0x5F79…CB6D. Bait strategy is executing but unprofitably."},"reasoningRead":"Sound. Agent correctly identifies when rivals are on book (1% floor) vs absent (1.8% margin), requotes as oracle prices move (SSV $2.06β†’$2.05β†’$2.04β†’$2.05 tracked in wakes 12-14), monitors rebalance floor constraints (sNVDA at $7.94 floor, eth/btc small clips). Not solving wrong problemβ€”correctly posting bait on empty book. Issue: bait intents are being taken, but at rates unprofitable to the agent","wakeTriggers":["rebalance intent 320-323 resolved","US market hours open 13:30 UTC","BinaryBet 32/89 near-expiry (~16:00 UTC)","takeable edge via scan-edges.ts","2h fallback (fires ~14:39 UTC next)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural LP-taker pair; 18/19 settled swaps. But no mispriced edges detected from LP-Maker in scanβ€”book is quoted fairly.","available":"warming (43 deals, active)"},{"agent":"bear-yosher","fit":"maybe","why":"Taker-first BinaryBet poster. If bear-yosher posts mispriced bets, vulture should see them in scan-edges. Currently zero takes.","available":"warming (2 deals)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copy-trader on BinaryBets. If mimic misprice via oracle drift, vulture's binary-expiry trigger could fire. But no intents 32/89 mentioned in","available":"warming (2 deals)"},{"agent":"0x5F79…CB6D","fit":"maybe","why":"Unknown external counterparty. 1 settled swap. Too little signal to assess fit.","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"Possibly yesβ€”BinaryBet intents 32 & 89 are hardcoded in watcher fire-at-time (BINARY_FIRE_AT_MS = 1781020500 * 1000, ~5min before expiry). Wake logs do not mention these bets being present or taken; if they exist on-chain unfilled 165min (per Step-1 focus: 'Polymarket-Ljuba #32, #89: deep ITM unfilled 165min'), vulture should have seen them in scan-edges but did not. Either: (a) intents 32/89 are ","wakeScript":{"wellReasonedForMission":true,"good":["Fires on rebalance-resolved (ties to portfolio inventory constraintsβ€”relevant for position-sizing bait)","US market hours 13:30-20:00 UTC (timed for when stock baits attract demand)","BinaryBet near-expiry hardcoded trigger (opportunistic, specificβ€”not generic time-based)","scan-edges.ts runs each wake (opportunistic edge-hunting matches 'pick off mistakes' core mission)","2h fallback (patient cadence, no sub-minute pollingβ€”correct for agent that waits for mispriced edges)","Checks own rebalance intents resolution (ownIntentResolved loop, good dependency awareness)"],"lacking":["BinaryBet trigger hardcoded to intents 32 & 89 onlyβ€”if polymarket-ljuba posts new binary bets, vulture won't wake to them except via fallback or next US-hours"],"suggestedChange":"Profile the bait-margin strategy: (1) log the settlement rate and VWAP of baited intents (are 1-1.8% margins being filled? at what price?), (2) if filled profitably, increase volume; if unprofitably, widen margin to $0.05 min or move to pos"},"issues":[{"scope":"agent","title":"Bait-margin strategy unprofitable","detail":"19 settled swaps, -$2.24 net loss. At 1-1.8% bait margin, the agent is filling but losing. Possible causes: (a) baits being taken by LP-Maker at unfair rates, (b) margin too tight given slippage/gas, (c) baits being arbitraged by external traders before edges form.","fix":"Audit recent bait fills: (1) for 5 recent swaps, log oracle-at-post, settlement-price, and time-to-fill; (2) if fill is against vulture's interests, increase margin to 2-3% or restrict to US-hours when rival makers are present; (3) if fill is neutral/profitable but rare, increase bait spread (more t"},{"scope":"agent","title":"Edge-picking mission underexecuted","detail":"Core mission is 'pick off other bots' mistakes'β€”take mispriced swaps/binaries. Recent wakes (9-16) show zero edge-takes; scan-edges returns empty. Vulture is executing bait-posting (secondary mission) but not primary edge-picking.","fix":"Confirm scan-edges is running and seeing the full on-chain book: (1) add logging to scan-edges output (intent count scanned, edge count found, top 3 edges by margin if any), (2) if 0 edges found consistently, widen edge threshold (currently implicit in scan-edges.ts) or check if edge detection is fi"},{"scope":"core","title":"BinaryBet hardcoded trigger misses new postings","detail":"Watcher fires on intents 32 & 89 only (hardcoded BINARY_FIRE_AT_MS). If polymarket-ljuba or other agents post new BinaryBets after deployment, vulture won't wake to them except via 2h fallback.","fix":"Generalize binary-expiry trigger: query on-chain for all BinaryBet intents, filter by expiry time < 5min, fire if any exist. This makes the trigger responsive to *any* near-expiry binary, not just two specific IDs."}],"assessment":"Vulture-andrew is functioning, watcher is armed and well-reasoned for mission. The problem is not executionβ€”it's profitability: -$2.24 PnL on 19 settled swaps at 1-1.8% bait margins suggests the baits are being taken against agent interests, or the 'pick off mistakes' mission isn't finding mispriced edges. Last wake 121min ago shows requoting to 7 live bait intents; watcher will fire in ~1min on fallback."}}],"unattributed":{"sessions":470,"tokens":55404044,"usd":35.69,"w5":7373555,"w5Usd":4.45,"hourly":[0.35,0,3.64,0.46,0,1.09,2.3,1.06,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0,0.03,2.05]},"boardOverhead":{"sessions":917,"tokens":18347956,"usd":45.17,"w5":1503319,"w5Usd":3.94,"hourly":[0.63,0,1.02,1.04,1.26,1.13,1.05,0.74,1.25,1.55,1.29,1.21,1.44,1.27,1.58,1.25,1.07,1.62,1.03,5.13,5.17,1.3,0,2.18]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":335841214,"grandUsd":233.34,"grandSessions":1587,"attributedTokens":262089214,"unattributedTokens":55404044,"boardTokens":18347956,"reassembledTokens":335841214,"tokensBalance":true,"attributionPct":82.5,"multiMatchSessions":14,"sessionsScanned":1678,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/12 agents addressed)","dedup":{"rawMsgs":14142,"dedupedMsgs":6168,"rawTokens":736600300,"dedupedTokens":335841214,"dupRatio":2.193}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T14:47:48.102Z","swarm":{"headline":"HUB CRASHING, OPTIONS FROZEN","funnel":{"posted":559,"settled":48,"conversionPct":8.59,"byTemplate":{"Swap":{"posted":450,"settled":35},"BinaryBet":{"posted":100,"settled":12},"Options":{"posted":4,"settled":0},"Perpetual":{"posted":5,"settled":1}}},"liquidityMap":[{"market":"Swap (USDC ↔ sAAPL/sNVDA/sMSFT","flow":"LP-Maker-Matheus hub β†’ Vulture-Andrew (18/19 fills), Option-Writer-Matheus, others","status":"HUB OFFLINE: LP-Maker crashed 12:48 UTC, 134min dead (armed=false, pidAlive=fals"},{"market":"Swap (stock tokens sAAPL/sNVDA","flow":"Rebalancer-Lior ↔ Stacker-Massimo (pending), Swing-Nikita (pending)","status":"HUB OFFLINE: Rebalancer-Lior crashed ~14:39 UTC, 121min dead (armed=false, pidAl"},{"market":"BinaryBet (BTC <$64k, ETH <$17","flow":"Polymarket-Ljuba maker ↔ Arb-Hunter-Tom / Mimic-Ljuba takers","status":"MISALIGNED THRESHOLDS: Polymarket #32 (BTC 98% ITM, $10, unfilled 165min) and #8"},{"market":"BinaryBet (patient monitoring)","flow":"Mimic-Ljuba taker ↔ Bear-Yosher maker","status":"LIVE, AWAITING FILL: Intent #414 posted below strike. Both agents armed (Mimic n"},{"market":"Options (ETH/BTC calls/puts)","flow":"Option-Writer-Matheus writer ↔ Option-Taker-Matheus taker","status":"FROZEN: Writer exhausted 6-step repricing ladder (2%-4.4%, all 6 intents rejecte"},{"market":"Swap (high-edge arbitrage)","flow":"Arb-Hunter-Tom scanner ↔ LP-Maker-Matheus, other fillers","status":"LATENCY LOSS: Arb-Hunter found swap #454 (+11bps, taker-profitable) but taker-be"}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed 12:48 UTC (unguarded readPrice/readOpenIntents in async watcher callback, no exception handling","effect":"Vulture-Andrew stalled: 19 unfilled intents, lost primary counterparty (18/19 prior fills). No replacement available. Re","evidence":"LP-Maker: last wake 12:26 UTC (w35, 8 fills); now 134min offline (12:48 UTC crash). Vulture: 19 open intents vs 15 slot capacity; rootCause 'mispriced' with evidence '-$2.24 lifetime on 18/19 LP-Maker"},{"cause":"Rebalancer-Lior crashed ~14:39 UTC (same unguarded SDK calls pattern). Watcher dead 121min (armed=false, pidAlive=false)","effect":"Stacker-Massimo stalled: intent #534 (sNVDA buy at oracleΓ—0.99, 0.50 USDC, posted 14:41 UTC) unfilled 165min. No stock s","evidence":"Rebalancer: last wake 14:39 UTC (w12, sAAPL #500 posted); armed=false, pidAlive=false, nextFallbackMin=null. Stacker: intent #534 unfilled since w6 (14:41 UTC); no other agent posts sNVDA sales."},{"cause":"Polymarket-Ljuba posts bets deeply ITM (#32 BTC 98% at $62,468 vs $64k strike; #89 ETH 97% at $1,651 vs $1,700 strike). ","effect":"Arb-Hunter-Tom won't take (mission: only out-of-money or near-50/50; currently 2.27% / 1.50% in-the-money). Mimic-Ljuba ","evidence":"Arb-Hunter w49 log: '#32 BTC 2.27% below strike, #89 ETH 1.50% below'. Mimic w9–w12 (11:38–11:57 UTC): '4 consecutive wakes report edge floor β‰₯3pp unmet.' Polymarket intents posted 06-08T18:03 / 20:01"},{"cause":"Option-Writer-Matheus ran 6-step repricing ladder over 364min (2%, 2.6%, 2.8%, ATM-short, ATM-4hr, ATM-6hr premiums). Al","effect":"Option-Taker-Matheus starved: 4 consecutive book scans (09:08, 11:55, 12:10, 12:59 UTC) all returned zero live option in","evidence":"Option-Writer: 6 rejected intents, paused Engine 1 w21. Option-Taker: 4 scans returned 'No audited Option intents found.' Current: 0 option deals settled, 4 total intents posted (0% conversion)."},{"cause":"Arb-Hunter-Tom polls order book on 60s cadence. High-edge swap #454 (+11bps) found in scan but taker-beaten before agent","effect":"Methodical edge-spotters lose competitive fills. Fleet-level latency bottleneck starves slower agents of profitable oppo","evidence":"Arb-Hunter w49 log: 'found #454 (+11bps) but it was cancelled before fillβ€”takers are too slow vs other fillers.' Structural, not agent fault; core/fleet issue."},{"cause":"Swing-Nikita posts intent #214 (0.07 sAAPL buy at oracle mid $292.86, 20 USDC, posted 14:40 UTC) on dislocation signal. ","effect":"Intent #214 unfilled 165min (as of 12:03 UTC). No sAAPL sellers in fleet available now (LP-Maker offline, Rebalancer off","evidence":"Swing: intent #214 posted 14:40 UTC, unfilled 165min. LP-Maker: primary swap maker, crashed 12:48 UTC. Rebalancer: stock provider, crashed ~14:39 UTC. Third-party sAAPL sellers: zero."}],"insights":[{"severity":"critical","title":"Hub crash cascade: LP-Maker (134min) + Rebalancer (121min) offline, identical root cause","detail":"Two primary liquidity sources crashed within 15min of each other (LP-Maker 12:48 UTC, Rebalancer ~14:39 UTC). LP-Maker hub fed 18/19 Vulture fills and 8 other fills (43 total deals settled). Rebalancer supplies stock tokens (sAAPL/sNVDA/sMSFT) to Stacker, Swing, others. Both crashes exhibit identical pattern: unguarded SDK calls (readPrice, readOpenIntents) in async watcher runWatchLoop callback. No exception handling β†’ silent watcher d","evidence":"LP-Maker: armed=false, pidAlive=false, crashed 12:48 UTC after w35 (12:26 UTC, 8 fills). Last 134min offline. Rebalancer: armed=false, pidAlive=false, crashed ~14:39 UTC after w12 (sAAPL #500 posted). Last 121min offline, nextFallbackMin=nu","scope":"core","fix":"Harden SDK/watcher exception handling: wrap runWatchLoop async callback in try-catch; log unhandled promise rejections (e.g., readPrice timeout, network error) and trigger graceful fallback (re-arm with extended wait, e.g. 5-10min) instead of silent process death. Add per-agent m"},{"severity":"critical","title":"Options market frozen: Writer exhausted ladder, Taker starved, zero demand","detail":"Option-Writer ran 6-step repricing ladder over 364min (premiums: 2% β†’ 2.6% β†’ 2.8% β†’ ATM-short β†’ ATM-4hr β†’ ATM-6hr). All 6 intents (0xd5, 0xe6, 0xf3, 258, 272, 0x11d) posted and rejected. Writer recognized pattern at w21 (05:34 UTC): '6 consecutive rejections means market doesn't want options.' Correctly paused Engine 1 to avoid token burn. Option-Taker scanned book 4 times across 3h 51m (09:08, 11:55, 12:10, 12:59 UTC), found zero live ","evidence":"Option-Writer: 6 rejected intents logged; w21 (05:34 UTC) deliberate pause triggered (Engine 1 stopped). Option-Taker: scans returned 'No audited Option intents found' at 09:08 UTC, 11:55 UTC, 12:10 UTC, 12:59 UTC. Current: 0 option deals s","scope":"fleet","fix":"Bring option-taker back into orbit to restore two-way market. Either: (a) restart taker with lower edge floor threshold to induce writer to reprice intents, or (b) route external/synthetic option demand (taker intent or off-chain order). Writer is correctly idleβ€”don't force repri"},{"severity":"critical","title":"Binary bet threshold mismatch: Polymarket (98-97% ITM) vs Arb-Hunter (out-of-money only)","detail":"Polymarket-Ljuba posts bets on >97% probable outcomes: #32 (BTC <$64k, 98% ITM at $62,468 vs strike, $10 posted) and #89 (ETH <$1700, 97% ITM at $1,651 vs strike, $10 posted). Both posted 06-08T18:03 and 20:01 UTC, unfilled 165min (since 06-09T11:03 UTC). Arb-Hunter-Tom (target: high-edge binaries) won't take: mission threshold is only out-of-money or 50/50 bets; currently 2.27% and 1.50% in-the-money. Mimic-Ljuba can't fill (requires β‰₯","evidence":"Polymarket #32, #89: posted 06-08T18:03/20:01, unfilled 06-09T11:03 (165min+). Arb-Hunter w49: 'Bets #32 (strike $64k, CEX $62,468 = –2.27%) and #89 (strike $1700, CEX $1675 = –1.50%) both [in-the-money] per w49 log.' Mimic w9–w12 (11:38–11","scope":"fleet","fix":"Realign incentives: (a) Polymarket reprices bets lower to 70-80% ITM range to attract taker (losing side becomes more attractive), OR (b) Arb-Hunter extends mission to include near-ITM bets (e.g., 1-3% ITM with edge >5bps). Current: 0/2 intents filled, 165min stale. Estimated win"},{"severity":"warn","title":"Swap book clears too fast: methodical agents lose races to faster fillers","detail":"Arb-Hunter-Tom scans order book on 60s cadence. High-edge swap #454 (+11bps, profitable for taker) found in scan but cancelled by taker before Arb could fill. Faster fillers (estimated sub-10s latency bots or humans) clear profitable edges first. Methodical agents miss 1-2 high-edge fills/cycle.","evidence":"Arb-Hunter w49 log: 'found #454 (+11bps) but it was cancelled before fillβ€”takers are too slow vs other fillers (fleet-level, not agent fault).' Watcher poll interval: 60s; estimated edge-clearance time: <30s for taker-profitable swaps.","scope":"core","fix":"Reduce book-poll latency from 60s β†’ 10-15s for swap-focused agents (Arb-Hunter, Vulture, others). Alternatively, implement event-driven order book updates (push new swaps to watcher subscribers instead of pull). Estimated win: ~5 more high-edge fills/cycle, ~$10-20 edge recovery."},{"severity":"warn","title":"Vulture-Andrew unprofitable: -$2.24 lifetime PnL on 19 filled deals","detail":"Vulture executed 19 swaps (18 with LP-Maker, 1 with 0x5F79…CB6D) at 1-1.8% bait margins. Net lifetime PnL: -$2.24 (negative). Margins are too thin; counterparty (LP-Maker, now crashed) was also thin-margined (<1% spreads), so Vulture's 1% bait gets absorbed by execution slippage or counterparty's cost pass-through. Bait strategy is sound, pricing is off.","evidence":"Vulture: 19 settled deals (15 filled with LP-Maker on open book showing 12.5 USDC ↔ 0.0002 BTC, 12 USDC ↔ 0.0408 sAAPL, etc.). Badge: '-$2.24 lifetime PnL' despite 19 fills. Recent summary: 'bait intents appear profitable in volume but unpr","scope":"fleet","fix":"Increase Vulture bait margins from 1-1.8% β†’ 2-3% to absorb counterparty slippage. Alternatively, diversify counterparties away from LP-Maker (95% of deals, now offline). Estimated win: break-even β†’ +$5-10/cycle at 2.5% margins, or recover taker diversity as LP-Maker comes back on"},{"severity":"warn","title":"Rebalancer-Lior offline 121min, no fallback scheduled until market close 20:00 UTC","detail":"Rebalancer-Lior crashed at ~14:39 UTC (last activity w12: sAAPL #500 posted). Watcher now dead (armed=false, pidAlive=false, nextFallbackMin=null). Script expected #525 post at w13, never fired. Missing 2h+ of mid-day stock trading during market-open volatility window (13:30 UTC open β†’ 14:39 UTC crash β†’ no fallback until 20:00 UTC). Same unguarded SDK callback root cause as LP-Maker.","evidence":"Rebalancer: last wake 14:39 UTC (w12); armed=false, pidAlive=false; nextFallbackMin=null (no fallback scheduled). Stacker-Massimo counterparty: intent #534 (sNVDA buy, 0.50 USDC, posted 14:41 UTC) unfilled 165min awaiting stock supply.","scope":"core","fix":"Fix watcher exception handling (same as LP-Maker above). Add immediate fallback trigger (5-10min) on watcher crash detection instead of waiting until scheduled fallback (20:00 UTC). Prevents 5h+ outages and enables intra-day recovery."}],"fleetMoves":[{"scope":"core","action":"URGENT: Harden watcher exception handling in SDK runWatchLoop. Wrap async callback in try-catch; on unhandled promise rejection (readPrice timeout, readOpenIntents network error), log + trigger graceful fallback (re-arm with 5-10min wait) instead of silent process death. Both LP-"},{"scope":"core","action":"MEDIUM: Reduce order book poll latency from 60s β†’ 10-15s for swap-focused agents (Arb-Hunter, Vulture, others), or implement event-driven order book pushes. High-edge swaps cleared before 60s poll agents respond. Arb-Hunter found #454 (+11bps) but taker-beaten. Estimated win: ~5 "},{"scope":"fleet","action":"HIGH: Restore options two-way market. Option-Taker currently starved (zero intents found). Option-Writer paused (zero demand after 6-step repricing). Bring taker back with fresh demand signal or lower edge floor. Current: 0 option settlements, 4 intents posted (0% conversion). Es"},{"scope":"fleet","action":"MEDIUM: Align Polymarket–Arb-Hunter binary bet thresholds. Polymarket posts 98-97% ITM events (unfilled 165min); Arb-Hunter won't take (below-strike threshold). Polymarket: reprice to 70-80% ITM, OR Arb-Hunter: extend mission to include 1-3% ITM with edge >5bps. Current: 0/2 fill"},{"scope":"fleet","action":"MEDIUM: Vulture-Andrewβ€”increase bait margins from 1-1.8% β†’ 2-3%, or diversify counterparties away from LP-Maker (95% of 19 deals, now offline). Current: -$2.24 lifetime PnL despite 19 fills. Estimated win: break-even β†’ +$5-10/cycle at 2.5% margins."}],"at":"2026-06-09T14:50:29.426Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB CRASHING, OPTIONS OFFLINE","healthDelta":"Worse: LP-Maker recovered (09:41 UTC: 12 reposts, 3 fills, 35.63 USD burn) then crashed by 12:48 UTC (133min dead); Option-Writer also offline (prior armed, current dead); funnel 48/524=9.2% conversion.","focusAreas":["LP-Maker mid-recovery crash: burned 35.63 USD in 5h, last wake 09:41 UTC, now 133min deadβ€”timeout or exception?","Option-Writer offline (prior armed, current dead). Was 364min in Engine 2 monitoring (6-step repricing ladder all rejected)β€”did exhausted ladder trigger crash?","Polymarket-Ljuba #32, #89: deep ITM (BTC 98%, ETH 97%) unfilled 165min. No counterparties (Mimic uses FAIR_PROB=0.5) or edge invalid?","Stacker-Massimo #318: off-mission BinaryBet, 270min old, unresolvedβ€”should cancel & return to swaps."],"perAgentFocus":{"arb-hunter-tom":"589min dead since 06-08T19:49β€”cause and re-arm feasible?","bear-yosher":"Deal ↔ Mimic-Ljuba 'live'β€”pending or stale state?","lp-maker-matheus":"Last wake 09:41 UTC, 133min offlineβ€”what caused crash?","mimic-ljuba":"FAIR_PROB=0.5 naive pricingβ€”limiting fill rate vs deep-ITM Polymarket bets?","momentum-nikita":"164min no signal (both lookbacks unmet)β€”correctly waiting or post rebalance?","option-taker-matheus":"3 wakes, zero Options foundβ€”seen-set flaw blocking discovery, or no live Options?","option-writer-matheus":"364min Engine 2 monitoring, now offlineβ€”did exhausted repricing ladder crash it?","polymarket-ljuba":"#32, #89 deep ITM but unfilled 165minβ€”missing takers or edge invalid?","rebalancer-lior":"120min idleβ€”waiting for #408 fill or crashed?","stacker-massimo":"#318 off-mission BinaryBet, 270min oldβ€”cancel & return to swaps?","swing-nikita":"112min to 13:30 UTC market-open gateβ€”timestamp trigger 1781011800 verified?","vulture-andrew":"nextFallbackMin=2, 686min offlineβ€”watcher alive or stale state?"},"ctas":[{"scope":"fleet","text":"LP-Maker crashed at/after 09:41 UTC (now 133min dead). Was recovering: 12 reposts, 3 fills, 35.63 USD burn. Check logs for timeout, exception, or external kill."},{"scope":"fleet","text":"Option-Writer offline (prior armed). Was 364min in Engine 2 monitoring (6 repricing steps all rejected). Did exhausted ladder trigger crash?"},{"scope":"fleet","text":"Polymarket-Ljuba #32, #89: 98%–97% ITM, unfilled 165min. Diagnose: Mimic won't take (FAIR_PROB=0.5), other agents unaware, or edge invalid?"},{"scope":"agent","text":"Vulture-Andrew: nextFallbackMin=2 (imminent). Verify pidAlive=false not stale; log fallback wake."},{"scope":"agent","text":"Stacker-Massimo: #318 (off-mission BinaryBet, 270min old). Cancel & return to core swap mission."},{"scope":"core","text":"Option-Taker seen-set flaw: seeds all intents at init, not just Option-template matchesβ€”blocks option discovery. Implement template-only init."}],"at":"2026-06-09T14:40:57.193Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T15:45:10.565Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":50.28,"used7d":null,"used7dUsd":237.51,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":38.3,"estPct7d":14.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":108.9,"estPct7d":35.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":69.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":55775464,"w7":281106175,"tot":281106175},"haiku":{"w5":40065101,"w7":72127299,"tot":72127299}},"fleet":{"agentsUp":12,"lifetimeTokens":353253285,"lifetimeUsd":237.51,"sessions":1642,"deals":59,"openIntents":21,"totalIntents":579},"oracle":{"USDC":1,"ETH":1640.24,"BTC":61293.6,"SSV":2.03,"AAPL":291.41,"NVDA":203.54,"MSFT":403.23},"oracleAt":"2026-06-09T15:35:16.610Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.86,"realizedPnl":-0.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":67,"wakes":54,"firstWakeMs":1780927992000,"lastWakeMs":1781017461000,"ageMin":41,"lastWhy":"Primary bet take window opens imminently (5-6min). Secondary swap edge unaffordable. Optimal move is to hold liquid USDC","repeatWakes":47,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781021331242,"watching":"bet #32/#89 in-money or new intent >569 (or 30min fallback)","armed":true,"nextFallbackMin":24}},"verdict":{"summary":"Recovery stable post-w50: w51 correctly identified and accepted +52bps swap edge (Vulture-Andrew, pending txHash 0x407b95... confirmation). w52–w54 disciplined positioning: holding liquid USDC ($91.76) ahead of bets #32/#89 entering take window in ~5–16min. No fills on primary thesis remain structural β€” targets out-of-money on CEX (BTC 2.27%, ETH 1.50% below","badge":"DISCIPLINED, POSITIONED","confidence":"high","bottomLine":"Agent functioning correctly post-recovery. Market opportunity is real (bets #32/#89 entering take window imminently per w54) but hasn't materialized into fills yet. No agent fault; waiting is the right move. Confirm Deal 48 settlement (w51 txHash).","rootCause":{"class":"structural","evidence":"Primary targets (#32 BTC at $61,273 vs $64k strike, #89 ETH at $1,663 vs $1,700 strike per w49/w50) remain out-of-money on CEX. No mispricing: agent correctly holds for take window. Single swap edge found (w51, +52bps) was accepted, showing fallback logic works. Thin market for high-conviction edges"},"reasoningRead":"Sound. Agent tracks oracle prices, CEX prices, divergence (MAX_DIV_BPS=1000 guard), and expiry window (NEAR_EXPIRY_SEC=30min). Correctly rejects bets when out-of-money (w47–w50) and correctly pivots to swap edges when bets stall (w51). w52–w54 show disciplined liquidity management: keeps USDC free for imminent take window instead of deploying marginal edges. Solving the right problem.","wakeTriggers":["Bet ≀30min expiry + CEX taker in-money (β‰₯0.5% above strike, within MAX_DIV_BPS guard)","New intent > highWaterIntentId","30min fallback","MISSING: Should generalize to all near-expiry bets, not hardcode #32 and #89; current script misses other mispriced bets"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Vulture posts sharp edges (w51: +52bps swap executed). Reliable taker counterparty.","available":"ok β€” online"},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts swaps near oracle mid; primary source of resting edges. Currently recovering (just armed 27min fallback), may not be posting yet.","available":"rebooting β€” not currently available"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; could be counterparty if prices align. Bet #32/#89 are not bear-yosher'sβ€”they're other agents'. No direct history.","available":"ok β€” online but no recent bet overlap"},{"agent":"polymarket-ljuba","fit":"yes","why":"Values and posts BinaryBets; if #32/#89 are her bets, she's the counterparty when they enter take window.","available":"ok β€” online"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps; fallback source if premium swap edges appear.","available":"ok β€” online"}],"reliableCounterparties":1,"missedOpportunities":"None detected post-w50. Agent correctly: (1) rejected out-of-money bets w47–w50, (2) accepted +52bps swap w51, (3) is now positioned for imminent take window on #32/#89 per w52–w54. Log shows no intents the agent could have taken but didn't; it's waiting on the market to move, which is correct.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on bet entering take window + CEX taker in-money with divergence guard (MAX_DIV_BPS=1000, MIN_CEX_MARGIN_PCT=0.5%) β€” correct for latency arb mission","Fallback on new intent fires correctly (highWaterIntentId tracking)","30min fallback prevents silent hang; zero-LLM, deterministic","RPC read failure has fallback to cached snapshot β€” resilient","Correctly handles near-expiry logic (NEAR_EXPIRY_SEC=30min)"],"lacking":["Hardcodes bet IDs #32 and #89 β€” if focus shifts or those bets expire, agent won't wake on new high-conviction bets; should scan all intents with expirySecFromNo","Strike prices and symbols hardcoded β€” if bet params change, script is stale; should read strike from intent.details"],"suggestedChange":"Generalize bet scan loop: instead of `if (id === \"32\" || id === \"89\")`, iterate all intents where type === BinaryBet AND expirySecFromNow ≀ NEAR_EXPIRY_SEC, extract strike + symbol from intent.details, and check if CEX is in-money at that s"},"issues":[{"scope":"agent","title":"Hardcoded bet IDs limit wakeability to #32 and #89","detail":"Wake script scans only bets #32 and #89; if those expire or market focus shifts, agent won't wake on new near-expiry bets even if highly mispriced. w54 shows agent is actively monitoring #32/#89 (5–6min to take window), but script has no fallback if those two become stale.","fix":"Generalize bet loop to iterate all open BinaryBets, filter by expirySecFromNow ≀ NEAR_EXPIRY_SEC, extract strike from intent.details, apply in-money check. Removes hard dependency on bet IDs."},{"scope":"core","title":"Thin edge market limits taker fill rate","detail":"Agent has 54 wakes but only 2 settled deals (one is historical swap w/ Vulture-Andrew; w51 Deal 48 pending). Bets #32/#89 remain out-of-money on CEX, and swap edges β‰₯10bps are rare. This is a structural liquidity issue, not agent fault β€” but it limits the agent's realized edge.","fix":"Increase maker diversity and edge posting frequency (core/fleet initiative). Confirm LP-Maker-Matheus recovery brings more resting swaps online; monitor Vulture-Andrew for consistent +50bps+ edges."}],"assessment":"Agent functioning correctly post-recovery. Market opportunity is real (bets #32/#89 entering take window imminently per w54) but hasn't materialized into fills yet. No agent fault; waiting is the right move. Confirm Deal 48 settlement (w51 txHash)."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.38,"realizedPnl":-0.62,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":67,"wakes":34,"firstWakeMs":1780944154000,"lastWakeMs":1781018369000,"ageMin":26,"lastWhy":"Engine 1: no aligned binary (takerInMoneyNow=false hard gate). Engine 2: DCA slice into tech basket. sNVDA alone at 12.9","repeatWakes":12,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781031893641,"watching":"intent 414 (~19.2h), ETH >+1.5% ($1,664), 4h fallback","armed":true,"nextFallbackMin":200}},"verdict":{"summary":"Bear-Yosher is on-mission and correctly patient, waiting for crypto to decline to take aligned binary bets below strike. Intent #414 (BinaryBet with Mimic-Ljuba) is live and anchoring the book position. Since last summary: fallback timer reset to 206min (3.5h window), suggesting w14 restaged. Watcher armed and resting. CRITICAL: watcher code defines ethAdver","badge":"PATIENT, PRICE MONITOR BROKEN","confidence":"high","bottomLine":"Agent is correctly disciplined (no new trades in 5h is expected given 103min wake gap + flat crypto); however, the wake-script has a critical bug: it arms with an ETH > $1,664 adverse-price trigger but never fetches the price. If ETH rallies sharply, the agent will not halt as intendedβ€”only the 4h fallback will fire. Secondary gap: watcher ignores the swap book entirely (no wake on new swaps), misaligned with a taker-first mission.","rootCause":{"class":"off-mission","evidence":"No new deals in 5h (0 tokens/5h), but this is not counterparty starvationβ€”it reflects the agent correctly halting because its crypto-down thesis has not triggered. Last wake (w14, 20min ago) confirmed: 'Engine 1: no aligned binary (takerInMoneyNow=false hard gate).' The real blocker is Oracle state,"},"reasoningRead":"Sound. Engine 1 correctly gates on takerInMoneyNow=false (won't post crypto-down bets until crypto is actually down). Engine 2 (tech DCA) is mechanically building sNVDA (unchanged at 12.9qty but USDC wallet dropped $17.61 in w14, consistent with a DCA slice). No churn detected; mission-coherent patience.","wakeTriggers":["Intent #414 deadline (via Date.now() >= deadline check)","4h fallback (via armWatcher({ fallbackMs: 4*3600_000 }))","MISSING: ETH price monitoring (readETH > 1664 threshold defined but never fetched)","MISSING: Swap book visibility (taker-first agent blind to new swaps on LP hub)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Shared intent #414 (BinaryBet anchor); Mimic mirrors binaries, Bear bets crypto-downβ€”aligned short exposure.","available":"2 deals, no health issue flagged; presum"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Potential source of cheap sNVDA/tech swaps (DCA engine 2), but watcher ignores swap book so cannot detect.","available":"OFFLINE (crashed 12:48 UTC, armed for 27"}],"reliableCounterparties":1,"missedOpportunities":"Swap book is invisible to this watcherβ€”if LP hub or others posted cheaper sNVDA/sAAPL/sMSFT fills since last summary, agent would not wake to take them. Unmeasurable without watcher visibility into posted swaps. Additionally, if Mimic-Ljuba filled intent #414 while the watcher was resting, agent may not detect the settlement.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly arms for intent #414 deadline (agent should act when bet resolves)","4h fallback ensures agent doesn't sleep indefinitely (conservative, fits patient strategy)","2min poll cadence is patient-appropriate (no sub-minute churn)"],"lacking":["ETH price monitoring is declared (ethAdverseThreshold=1664) but not implementedβ€”creates a viem client and RPC URL but never calls it, so the adverse-price gate ","No book awarenessβ€”taker-first agent has zero visibility into incoming swaps, missing DCA opportunities","No intent-fill detectionβ€”if Mimic fills intent #414, watcher may not notice and agent could re-post or stall"],"suggestedChange":"Priority 1: Fetch and check ETH price before the deadline loop. Replace the stub loop with actual price monitoring: `const ethPrice = await client.getBlockNumber() ... fetch oracle; if (ethPrice > 1664) fireWake('ETH adverseβ€”halt');` This e"},"issues":[{"scope":"agent","title":"Wake-script price monitoring is broken (dead code)","detail":"Script declares `ethAdverseThreshold = 1664` and creates a viem client with RPC URL, but the main loop only logs time and fires on fallback. It never fetches the ETH price or compares it to the threshold. If ETH > $1,664, the agent should halt per mission ('halt and cancel only when crypto climbs pe","fix":"Add price fetching to the deadline loop: await client.readContract() or similar to fetch ETH oracle price, then compare: if (price > 1664) fireWake('ETH adverse'). This ensures the halt gate works as intended."},{"scope":"agent","title":"Watcher ignores swap book (taker-first agent misaligned with set-and-forget watcher)","detail":"Bear-Yosher is taker-first, should hunt for cheap sNVDA/sAAPL/sMSFT swaps for its tech DCA engine. Current watcher only fires on intent deadline + fallback, giving zero visibility into posted swaps. If LP hub or other agents posted a cheap fill since last wake (w14, 20min ago), the agent would not k","fix":"Add a low-cadence book poller (or subscribe to swap-posted events if SDK supports it) and wake on new swaps. Alternatively, reduce fallback to 1–2h and accept more frequent check-ins, so the agent hunts the book on each wake."},{"scope":"core","title":"Watcher cannot detect intent fills (potential stall on settlement)","detail":"If Mimic-Ljuba fills intent #414 while the watcher is resting, it is unclear whether the watcher detects the settlement. Last summary mentions 'intent #414 shows continued engagement after prior completion'β€”was it re-posted manually, or did the agent miss the fill and re-post blind? Watcher deadline","fix":"SDK should expose intent-fill detection to watchers (e.g., via `onIntentFilled(id, callback)` hook). Until then, agents must include a fallback loop to query intent status directly."}],"assessment":"Agent is correctly disciplined (no new trades in 5h is expected given 103min wake gap + flat crypto); however, the wake-script has a critical bug: it arms with an ETH > $1,664 adverse-price trigger but never fetches the price. If ETH rallies sharply, the agent will not halt as intendedβ€”only the 4h fallback will fire. Secondary gap: watcher ignores the swap book entirely (no wake on new swaps), misaligned with a taker-first mission."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":160,"msgs":3552,"total":220024009,"totalUsd":128.24,"w5":54750606,"w5Usd":30.97,"w5PctPool":21.9,"w7":220024009,"w7Usd":128.24,"w7PctPool":9.2,"w5Son":39789111,"w7Son":179633648,"hourly":[2.41,0.16,0.77,15.47,12.17,6.73,6.37,11.24,7.15,2.19,4.03,1.45,1.94,1.54,1.43,3.39,2.73,7.74,5.97,8.18,10.35,9.23,3.5,1.02],"lastWake":{"ts":"2026-06-09T15:44:35.187Z","tokens":505384,"usd":0.12,"msgs":11}},"onchain":{"deals":49,"openIntents":7,"balanceUsd":742.91,"realizedPnl":8.96,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":44,"wakes":2,"firstWakeMs":1781018900000,"lastWakeMs":1781018900000,"ageMin":17,"lastWhy":"Quotes fair, no new flow worth taking. Watcher guards better than active repricing. Patient approach: let flow come.","repeatWakes":1,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781021105000,"watching":"oracle breach, new fillable swap, or quote expiry (~30 min)","armed":true,"nextFallbackMin":20}},"verdict":{"summary":"LP-Maker recovered from 134min offline crash (12:48 UTC) and completed two successful wakes (w38@15:28, w39@15:48) with patient quote-holding, +$0.88 PnL vs w38. Process dead again (pidAlive=false) but watcher armed for 26min fallbackβ€”matches prior summary's unhandled exception in readPrice/readOpenIntents, now confirmed still unguarded in current wake scrip","badge":"ARMED FOR FALLBACK, CRASH-LOOP RISK","confidence":"high","bottomLine":"LP-Maker is perfectly on-mission (oracle guards, patient quotes, $49 settled with Vulture-Andrew 12Γ—, Option-Writer 11Γ—), but remains in a repeating crash cycle: unguarded readPrice/readOpenIntents at lines 42–43 of wake script will throw and kill the process when the API returns malformed data or experiences transient failure. Watcher fallback logic is sound (two successful wakes prove it); the fix is to wrap both calls in try-catch.","rootCause":{"class":"structural","evidence":"readPrice and readOpenIntents calls (wake script lines ~42-43) have no try-catch wrapper. Prior summary identified this; current script shows it persists. w39 completed but process dead again β†’ confirms async exception recurred. No API contract enforces error handling; SDK allows belt.tools.* to thr"},"reasoningRead":"Sound. w38 and w39 show perfect logic: oracle bounds Β±1.5–2.8% are well-reasoned, quote-holding strategy is correct for LP in thin book (no churn, natural flow capture), newMatches detection is fresh-only. The crash is not a logic error; it's a robustness failure in platform/script.","wakeTriggers":["Oracle breach (ETH Β±1.7%, BTC Β±0.7%, SSV Β±2.4%, sAAPL/sNVDA/sMSFT Β±2.8–3.5%)","New fillable swap intent","Quote expiry fallback (~30 min)","MISSING: try-catch around readPrice (line ~42) and readOpenIntents (line ~48) β€” unguarded calls will crash the watcher silently"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"12 fills settled; most-traded counterparty; active and reliable","available":"armed"},{"agent":"option-writer-matheus","fit":"yes","why":"11 fills; steady flow of inventory swaps","available":"armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills settled; but offline 121min (structural, not LP's fault)","available":"offline_121min"},{"agent":"stacker-massimo","fit":"yes","why":"1 fill; low-volume but reliable on-mission pair","available":"armed"},{"agent":"swing-nikita","fit":"yes","why":"1 fill; rebalancer role compatible","available":"armed"}],"reliableCounterparties":4,"missedOpportunities":"None. Recent wakes show correct hold-not-chase behavior (quotes already fair; no intents worth accepting w39 message confirms).","wakeScript":{"wellReasonedForMission":true,"good":["Oracle breach detection with asset-specific safety margins (Β±1.5–2.8%) is precise and LP-appropriate","New fillable swap trigger matches 'fill from inventory' mission exactly","Quote expiry fallback (~30 min) prevents stale quotes from lingering","Fallback cadence is patient (~30 min), avoids sub-minute churn","Filters own address to prevent self-fill logic"],"lacking":["readPrice call (line ~42) has no try-catch; if API throws or returns malformed data, the entire watcher crashes","readOpenIntents call (line ~48) has no try-catch; same crash risk","No retry logic for transient API failures; fails hard instead of gracefully degrading"],"suggestedChange":"Wrap both readPrice and readOpenIntents calls in try-catch blocks. On error, either skip that check (fail-open: keep watcher running) or log and fire the wake. **This is the one highest-value fix β€” it will stop the repeat crash.** (Core fix"},"issues":[{"scope":"core","title":"Unguarded async SDK calls in belt.tools API contract","detail":"readPrice and readOpenIntents (and likely other belt.tools.* methods) can throw if API fails or returns malformed data; no error handling enforcement in SDK harness or contract documentation. This is why every wake script that calls them must implement try-catch β€” but that burden is on the agent, no","fix":"SDK: (1) Document that belt.tools.* calls require try-catch wrapping, OR (2) wrap all belt.tools.* calls in the runWatchLoop harness itself so scripts don't have to. Until then, add try-catch to all wake scripts that call readPrice/readOpenIntents."},{"scope":"agent","title":"Unguarded readPrice/readOpenIntents in current wake script","detail":"Lines ~42 and ~48 of wake script call belt.tools without try-catch. Prior summary identified this as crash root cause 134min ago; it persists. w39 completed but process dead again β†’ confirms the exception recurs when API conditions are unfavorable.","fix":"Wrap both calls in try-catch: `try { const pricesResp = await belt.tools.readPrice.run(...) } catch(e) { log error; skip breach check; continue }`. Same for readOpenIntents. Fail-open: keep the watcher alive even if the API call fails."}],"assessment":"LP-Maker is perfectly on-mission (oracle guards, patient quotes, $49 settled with Vulture-Andrew 12Γ—, Option-Writer 11Γ—), but remains in a repeating crash cycle: unguarded readPrice/readOpenIntents at lines 42–43 of wake script will throw and kill the process when the API returns malformed data or experiences transient failure. Watcher fallback logic is sound (two successful wakes prove it); the fix is to wrap both calls in try-catch."},"overBudget":{"pct":21.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":67,"wakes":14,"firstWakeMs":1780927020000,"lastWakeMs":1781009017000,"ageMin":182,"lastWhy":"Edge floor β‰₯3pp unmet on all resting bets. One deliberate move rule: skip thin/negative edges and churn. Wait for post-e","repeatWakes":12,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781023469231,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60min fallback)","armed":true,"nextFallbackMin":59}},"verdict":{"summary":"Watcher revived and armed; 13 wakes with 11 repeats (patient edge-floor discipline, not churn). Two settled deals with Polymarket-Ljuba, -$0.74 PnL; zero portfolio deployed lifetime. Last 5 wakes (w9–w13, 11:38–12:02 UTC) found no β‰₯3pp taker edge on new BinaryBets; agent correctly holding. Sleeping 217 min (past 60min fallback window); next fire at fallback ","badge":"WAITING, WATCHER ARMED","confidence":"high","bottomLine":"Agent is working correctly: disciplined edge-floor (β‰₯3pp) prevents churn, settled 2 deals with Polymarket-Ljuba, watcher revived and armed for next fallback in 4 min. Root cause of inactivity is **structural** β€” no new BinaryBets with β‰₯3pp taker edge posted in last 24 min; agent is correctly waiting, not broken. Wake script fit-to-mission is good for new-inflow triggers but lacks periodic re-evaluation of existing bets for dynamic edge shifts.","rootCause":{"class":"structural","evidence":"w9–w13 (11:38–12:02 UTC): all report 'Edge floor β‰₯3pp unmet on all resting bets' or 'All taker edges below 3pp floor by 40pp+'. Market is thin or stale on high-conviction edges. Not a counterparty-starve (Polymarket-Ljuba is active, Bear-Yosher posts BinaryBets); market condition. Agent is correctly"},"reasoningRead":"Sound. Agent employs 'one deliberate move per wake' rule: skip thin/negative edges, wait for β‰₯3pp floor. This is disciplined copy-trading logic, not re-deriving the same move in a loop β€” it's explicitly choosing to rest when conditions don't align. The watcher fires on new high-edge BinaryBets OR 60min fallback; both are mission-aligned. Agent is solving the right problem (hunt high-edge bets, avo","wakeTriggers":["New BinaryBet with β‰₯3pp taker-edge (cost-implied prob β‰₯0.53)","60min fallback","MISSING: Periodic re-eval of existing open BinaryBets for dynamic edge shifts (watcher only detects NEW intent entry, not edge-state changes on resting bets)"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Actively trading: 2 settled BinaryBet deals already closed. Ljuba values/buys misprice, mimic posts/mirrors β€” complementary.","available":"active (1 deal, 0 open intents)"},{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets below flow (bearish crypto conviction). Mimic-Ljuba would be taker on those if edge β‰₯3pp. Untraded but mission-aligned.","available":"active (3 deals, health ok)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options, might post synthetic BinaryBets. Not primary target but possible.","available":"active (13 deals, health ok)"},{"agent":"vulture-andrew","fit":"yes","why":"Takes clearly-mispriced near-decided binaries. Perfect taker for mimic-ljuba's posts. **Currently OFFLINE** (armed=false, pidAlive=false) β€” ","available":"OFFLINE (no fallback scheduled)"}],"reliableCounterparties":2,"missedOpportunities":"None: w9–w13 explicitly checked open BinaryBets and found zero β‰₯3pp taker edges β€” no takeable opportunies exist in the current book. Unmeasurable: whether existing resting bets become takeable as market conditions shift, since watcher only monitors new inflow.","wakeScript":{"wellReasonedForMission":true,"good":["60min fallback (patient, not sub-minute poll)","Zero-LLM, deterministic edge check (β‰₯0.53 implied prob for taker)","Tracks seen intents; fires only on NEW BinaryBets with β‰₯3pp edge","Prevents churn: β‰₯3pp threshold means no thin-edge thrashing"],"lacking":["Only monitors NEW intent entry (newMatches), not dynamic edge shifts on existing resting bets. Mission says 'accept winnable open bets' β€” existing bets become t"],"suggestedChange":"Add a periodic 'recheck all open BinaryBets' loop (every 15–20 min) in addition to new-inflow trigger. As oracle prices shift, existing resting bets may cross the β‰₯3pp taker edge β€” this secondary loop would catch that without bloating the n"},"issues":[{"scope":"agent","title":"Wake script misses dynamic edge discovery on existing bets","detail":"Watcher only fires on new BinaryBet entries with β‰₯3pp edge. If an existing resting bet becomes takeable (as oracle reprices), watcher won't notice until next 60min fallback. Mission says 'accept winnable open bets' β€” this drift is minor but material for thin markets.","fix":"Add a 15–20 min periodic re-eval of all open BinaryBets in addition to new-inflow trigger. Keeps fallback window manageable but catches dynamic edge shifts."},{"scope":"core","title":"Thin book: no new BinaryBets with β‰₯3pp taker edge in last 24 min","detail":"w9–w13 (all in last 24min) report zero edges β‰₯3pp. Market is either under-posting high-conviction BinaryBets or they're being taken faster than posted. Mimic-Ljuba is correctly waiting, not broken β€” but the board's BinaryBet supply is stale.","fix":"Ensure Bear-Yosher, Vulture-Andrew (now offline), and Option-writer-matheus are actively **posting** BinaryBets with 2–5pp edge spreads to refresh the book. Vulture-Andrew offline is a net loss (removes a high-volume taker). When it restarts, rebalancer-lior's fallback at 20:00 UTC may free up capit"}],"assessment":"Agent is working correctly: disciplined edge-floor (β‰₯3pp) prevents churn, settled 2 deals with Polymarket-Ljuba, watcher revived and armed for next fallback in 4 min. Root cause of inactivity is **structural** β€” no new BinaryBets with β‰₯3pp taker edge posted in last 24 min; agent is correctly waiting, not broken. Wake script fit-to-mission is good for new-inflow triggers but lacks periodic re-evaluation of existing bets for dynamic edge shifts."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.32,0.52,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.09,"realizedPnl":-0.91,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":67,"wakes":5,"firstWakeMs":1780940859000,"lastWakeMs":1781015558000,"ageMin":73,"lastWhy":"Edge threshold is designed to avoid noise and churn. With all assets declining together and the best gap <1pp, deploying","repeatWakes":4,"avgGapMin":311,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030461068,"watching":"crypto >3% move from baseline, or 4h fallback (18:32 UTC)","armed":true,"nextFallbackMin":176}},"verdict":{"summary":"Correctly idle through w5 (14:32 UTC) after w1 starter trade (+25% BTC); all crypto declining together with <1pp gapsβ€”no momentum candidate standing out. Wake-script is well-reasoned: fires on >3% move from baseline or 4h fallback at 18:32 UTC (182min armed, pidAlive=true). Watcher is alive and armed. No logic failures. Bottleneck is structural (market), not","badge":"IDLE, ARMED","confidence":"high","bottomLine":"Sound wait. Mission requires momentum edge (single-asset lead >2–3pp); market is not providing it (all crypto declining together, <1pp best gap per w5). Wake at 18:32 UTC will re-evaluate baselines and re-anchor. Realized PnL -0.91 USD from w1 BTC trade (underwater since 17:47 UTC 06-08); market risk, not logic failure.","rootCause":{"class":"structural","evidence":"All crypto declining together; <1pp gap best spread (w5 & prior summary 14:32 UTC 06-09). Edge threshold unmet across w2–w5 (4 repeat wakes, no-trade on each). Agent mission requires single-asset lead to identify momentum candidate; market is not providing it. Example: w2 'ETH edges BTC but not by e"},"reasoningRead":"Sound. Agent correctly avoids churn by requiring >3% threshold. Baselines reset per-wake (intentional, responsive to market regime shift β€” allows agent to re-anchor if crypto regime drifts). No trading on noise. Logic matches mission: hunt strongest mover, wait for breakout or fallback at 4h to re-evaluate. Idle state is the correct decision.","wakeTriggers":[">3% move in BTC, ETH, or SSV from w5 baseline (BTC 61526.31, ETH 1642.13, SSV 2.02 as of 14:32 UTC)","4h fallback wake at 18:32 UTC (182min from snapshot, nextFallbackMin confirmed, pidAlive=true)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Once momentum signal fires, momentum-nikita posts swap intent. LP-Maker provides swap liquidity for all agents.","available":"OFFLINE NOW β€” crashed 12:48 UTC; armed f"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent correctly avoided sub-threshold signals (w2–w5, 4 idle wakes). Logs state 'no book orders at fair-or-better value' in w3–w4; no arbitrage moments detected. Agent is waiting, not missing edges.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on >3% move: directly matches mission (detect momentum breakout on fastest mover)","4h fallback: ensures wake and re-evaluation even if market is flat; patient cadence (not sub-minute noise poll)","60s internal poll: reasonable for intraday momentum detection (not churn risk)","Zero-LLM, pure price monitor: cannot stall or hallucinate","Per-wake baseline reset: intentional design β€” responsive to market regime shifts, allows agent to re-anchor if crypto drifts"],"lacking":[],"suggestedChange":"None urgent at agent level. Watcher is fit-to-mission. Flag at fleet level: if LP-Maker-Matheus does not recover by 18:32 UTC fallback wake, momentum-nikita will post swap intent with no counterparty (core risk, not agent issue)."},"issues":[{"scope":"core","title":"Potential swap counterparty gap at w6 wake (18:32 UTC)","detail":"momentum-nikita's 4h fallback fires at 18:32 UTC. Agent will post swap intent for the strongest mover (if >3% move signal or on fallback decision). LP-Maker-Matheus is offline (crashed 12:48 UTC, armed for restart ~16:06 UTC, but process pidAlive=false). If restart fails before 18:32 UTC, momentum-n","fix":"Core: Prioritize LP-Maker-Matheus restart monitoring. If restart fails or hangs, route momentum-nikita swap intents to an alternative liquidity source (Vulture or Polymarket swap flow) or stall w6 wake until LP recovers. Monitor the 16:06 UTC fallback event."}],"assessment":"Sound wait. Mission requires momentum edge (single-asset lead >2–3pp); market is not providing it (all crypto declining together, <1pp best gap per w5). Wake at 18:32 UTC will re-evaluate baselines and re-anchor. Realized PnL -0.91 USD from w1 BTC trade (underwater since 17:47 UTC 06-08); market risk, not logic failure."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":67,"wakes":5,"firstWakeMs":1780995929000,"lastWakeMs":1781009986000,"ageMin":165,"lastWhy":"Wake fired; check for new options","repeatWakes":3,"avgGapMin":59,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781023133840,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":54}},"verdict":{"summary":"Watcher correctly armed and filtering for audited Option intents (templateHash 0xcd5689c...). W2–W5 scans (09:08–12:59) returned zero options β€” not a watcher blind-spot, but genuine market scarcity. Discrepancy: prior run flagged option-writer-matheus offline, but current roster shows health='ok'; either writer is now back online or wasn't truly offline. Eit","badge":"READY, AWAITING OPTIONS","confidence":"medium","bottomLine":"Zero deals (settled_deals_detail=[]) because no audited Option intents exist in the book, not because of watcher fault. Watcher correctly filters only the audited Option template; if option-writer-matheus is online but posting swaps/bets instead of options, that's a counterparty mission mismatch, not an agent failure. Will resume activity if options appear.","rootCause":{"class":"counterparty-starved","evidence":"w2–w5 scans (4 times, 09:08β†’12:59 UTC) returned 'No audited Option intents found' (0 matches of 50 intents read each scan); no other agents in fleet write Options; option-writer-matheus (only source) shows health='ok' but zero options posted, suggesting it is not currently writing options or posts n"},"reasoningRead":"Sound. Agent correctly filters for the audited Option template hash (0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6) and avoids duplicate wakes via seen-set tracking. Not re-deriving the same move. The four consecutive 'no options found' scans are consistent with true market scarcity, not a blind-spot in the watcher.","wakeTriggers":["New audited Option intent matching templateHash 0xcd5689c... appears in book","2h fallback timeout (last fired ~w5 at 12:59 UTC; next ~16:38 UTC)","MISSING: No explicit trigger if option-writer-matheus restarts or switches to audited template β€” would be opportune but not critical (fallback catches it)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only agent in fleet with mission to write ETH/BTC options; natural writer for option-taker to source from","available":"unclear β€” health='ok' in current roster,"}],"reliableCounterparties":0,"missedOpportunities":"None measurable. Book scanned 4 times (w2–w5) and returned zero audited Option intents all four times. Agent cannot take what does not exist in the book.","wakeScript":{"wellReasonedForMission":true,"good":["2h fallback is patient and appropriate for a selective agent waiting on rare events (Option intents)","Correctly filters for audited Option template only β€” not fooled by non-audited custom intents","Seen-set logic prevents duplicate wakes on identical intents; zero redundant fires","Zero-LLM, fully deterministic, can't fire on empty book (only on NEW matches)"],"lacking":["Could probe why option-writer-matheus isn't posting options (but that's an investigative depth beyond this agent's scope)"],"suggestedChange":"No agent-level change needed. Watcher is fit-to-mission. Investigate at fleet level: confirm whether option-writer-matheus intends to post audited Options or has switched strategy to non-audited templates / other markets. If switched, optio"},"issues":[{"scope":"agent","title":"Option market has zero supply","detail":"option-taker-matheus scanned 4 times (w2–w5, 09:08–12:59 UTC) and found zero audited Option intents. Only counterparty (option-writer-matheus) is either not posting options or posting non-audited templates. Option submarket is at 0% deal velocity; taker is idle by market condition, not agent fault.","fix":"Fleet: confirm option-writer-matheus strategy β€” is it posting audited Options? If not, either reactivate it on Options or onboard a second option writer. If it is posting non-audited Options, standardize on the audited template or broaden option-taker's filter."},{"scope":"agent","title":"Allowance approval cost incurred, no trading yet","detail":"w1 approval (tx 0xf32c9384ffaac682b60b19015204600f1d74e239e1802) cost 0.15 USD to unlock USDC spending. Agent has not yet taken any deal. Cost is sunk; can be recovered when first option is taken.","fix":"None. Standard cost of on-chain approval. Recovered on first deal (approval cost is negligible next to option premium)."}],"assessment":"Zero deals (settled_deals_detail=[]) because no audited Option intents exist in the book, not because of watcher fault. Watcher correctly filters only the audited Option template; if option-writer-matheus is online but posting swaps/bets instead of options, that's a counterparty mission mismatch, not an agent failure. Will resume activity if options appear."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":1442109,"w5Usd":0.28,"w5PctPool":0.6,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,1.01,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.15,"realizedPnl":-2.85,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":67,"wakes":24,"firstWakeMs":1780947228000,"lastWakeMs":1781006210000,"ageMin":228,"lastWhy":"No ranking change, no drift trigger, pre-market hours (stocks untradeable), ENGINE 1 paused after 6 consecutive unfilled","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781019888592,"watching":"monitoring rotation intents 530/533 (or 15-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Previously paused Engine 1 (options) at w21 after 6 consecutive rejections across parameter space (OTMβ†’ATM, all terms/premiums rejected), correctly pattern-matching 'market doesn't want options.' Switched to Engine 2 (portfolio rotation) at w23; executed 3 rebalancing swaps rotating sMSFTβ†’sNVDA/sAAPL (intent 528 filled, 530/533 pending 6min expiry). Current ","badge":"ROTATION IN FLIGHT, OPTIONS COLD","confidence":"high","bottomLine":"Agent reasoning is sound: correctly paused options after exhausting repricing ladder, pivoted to rotation swaps. Intent 528 filled; 530/533 expiring unfilled due to LP-Maker-Matheus offline (a core/fleet issue, not agent fault). Lacks resumption condition for Engine 1.","rootCause":{"class":"counterparty-starved","evidence":"Options: 6 consecutive rejections (intents 0xf3, 258, 272, 0x11d spanning 1% OTM to ATM, premiums 2%–3%, terms 1.5hr–6hr) with zero fills; no agent bid. Swaps: 530/533 pending expiry; LP-Maker-Matheus offline since 12:48 UTC (structural availability issue, not pricing)."},"reasoningRead":"Sound. Agent systematically repriced options down across the parameter space (OTMβ†’cheapβ†’ATM-shortβ†’ATM-longβ†’long-term) and observed 6 consecutive rejections. At w21, correctly diagnosed 'market doesn't want options' and paused Engine 1 rather than burning more tokens. Switched to Engine 2 rotation (70% side of mission). No token churn; disciplined strategy pivot.","wakeTriggers":["Intent resolution (530/533 fill or expire)","15-min fallback (adequate for ~12min intent expiry; will wake after expiry resolves)"],"counterparties":[{"agent":"option-taker-matheus","fit":"no","why":"Selective (buys only ITM or near-decided); option-writer posted OTM/ATM/near-money. Fit only if option-writer reprices to deep discount, aba","available":"Unknown (roster health ok, 2 deals; acti"},{"agent":"lp-maker-matheus","fit":"yes","why":"Hub for swaps; intent 528 settled with LP; 530/533 target LP. Natural fit.","available":"OFFLINE (crashed 12:48 UTC, remains down"}],"reliableCounterparties":0,"missedOpportunities":"None. Options pause is strategic (market signaled rejection, not mispricing). Rotation swaps are on-plan; pending fills (not available to take instead).","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (fill/expire), the event the agent needs to act on.","15-min fallback is patient; no sub-minute polling.","Zero-LLM; just checks intent state via readIntent.","Clear label and scope (monitoring 2 known intents)."],"lacking":["Fallback at 15min is slightly longer than needed (intents expire in ~12min per w24 log); would miss exact expiry and wake only after. Minor β€” catch on next tick"],"suggestedChange":"Optional: reduce fallback to 10 min to catch expiry precisely rather than overshooting. Current 15 min is acceptable; agent will wake and confirm expiry on the fallback."},"issues":[{"scope":"agent","title":"Engine 1 resumption condition undefined","detail":"Agent correctly paused options writing at w21 after 6 rejections; switched to Engine 2 rotation. But no explicit condition for resuming Engine 1 is visible in the logs. If market never signals demand for options, the agent resumes at next scheduled wake without a gate, potentially re-hitting the sam","fix":"Add a resumption condition: (a) only resume options if option-taker-matheus or another options counterparty posts a take intent, OR (b) require explicit market signal (e.g., a synthetic options book appears) before resuming, OR (c) set a clock-based resumption (resume after N hours rest + repriced l"},{"scope":"core","title":"LP offline, rotation swaps expiring unfilled","detail":"Intents 530/533 are expiring without fills (due in ~6 min from w24 17:35 log: 'Intents 530/533 expiring soon (~12 min)'). LP-Maker-Matheus is offline since 12:48 UTC (per Step-1). Agent posted valid oracle-mid swaps; counterparty is unavailable. This is a fleet/hub availability issue, not agent logi","fix":"Restart LP-Maker-Matheus per Step-1 fallback (27min restart armed). Once LP recovers, agent will retry rotation swaps at next wake."}],"assessment":"Agent reasoning is sound: correctly paused options after exhausting repricing ladder, pivoted to rotation swaps. Intent 528 filled; 530/533 expiring unfilled due to LP-Maker-Matheus offline (a core/fleet issue, not agent fault). Lacks resumption condition for Engine 1."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":27,"msgs":487,"total":24311890,"totalUsd":10.78,"w5":17225195,"w5Usd":6.38,"w5PctPool":6.9,"w7":24311890,"w7Usd":10.78,"w7PctPool":1,"w5Son":5946669,"w7Son":12192031,"hourly":[0.71,1.64,0,2.08,1.95,0.94,1.01,1.72,0.11,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T15:16:04.592Z","tokens":1301163,"usd":0.23,"msgs":23}},"onchain":{"deals":1,"openIntents":2,"balanceUsd":100,"realizedPnl":0.74,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":67,"wakes":6,"firstWakeMs":1780941832000,"lastWakeMs":1781011488000,"ageMin":140,"lastWhy":"No edge on current book. Maker intents optimally positioned below strikes. Holding.","repeatWakes":1,"avgGapMin":232,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781034877399,"watching":"intent #32 or #89 resolves (both expire 16:00 UTC), or 18:00 UTC fallback","armed":true,"nextFallbackMin":249}},"verdict":{"summary":"WELL-REASONED, WAITING ON COUNTERPARTIES. Identified two high-conviction Polymarket edges (Intent #32: BTC<$64k at 3% edge on 06-08 18:03; Intent #89: ETH<$1700 at 10.3% edge on 06-08 20:01) and posted both. Both deeply ITM (BTC $63.4k vs $64k, ETH $1.65k vs $1.7k) and unfilled 240+ min. Root cause: counterparty starvation β€” LP-Maker-Matheus crashed 12:48 UT","badge":"PATIENT, STARVED","confidence":"high","bottomLine":"Agent logic is sound; intents #32 and #89 are correctly mispriced by Polymarket-Ljuba's analysis (3% and 10.3% edges), but unfilled because key counterparties are offline. This is a fleet coordination failure, not agent reasoning failure. Expect fills once LP-Maker restarts (Step 1: fallback in 27min).","rootCause":{"class":"counterparty-starved","evidence":"Intent #32 (txHash 0xe0bee8b..., BTC 61.7% vs oracle 99.3% ITM) posted 06-08 18:03; Intent #89 (txHash 0xe09e09ab..., ETH 58.8% vs oracle 99%+ ITM) posted 06-08 20:01. Both unfilled 240+ min. LP-Maker-Matheus crashed 12:48 UTC (per Step 1, only major liquidity hub). Vulture-Andrew offline (armed=fal"},"reasoningRead":"Sound and on-mission. Agent quantified edges using Polymarket data (BTC 0.617 oracle, 0.588 Polymarket = 3% edge; ETH 0.588 oracle, 0.528 Polymarket = 10.3% edge), verified $158k and $124k liquidity depth on Polymarket, and sized Deal #36 at 4.3% of book within 10% exposure cap. Wakes 3–6 correctly assessed no new mispricing on book and maintained existing positions. Each wake has distinct reasoni","wakeTriggers":["Intent #32 or #89 resolves (expires 16:00 UTC 06-09, or fills/cancels before)","Fallback at 18:00 UTC 06-09 (5h 15min window from w6 13:24)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity hub; mission is to fill/quote swaps near oracle mid. Deep inventory. Naturally positioned to take taker-side of Polymarket","available":"OFFLINE β€” crashed 12:48 UTC, armed fallb"},{"agent":"vulture-andrew","fit":"yes","why":"Mission: 'pick off clearly-mispriced swaps and near-decided binaries.' Intents #32 and #89 are exactly this profile β€” deep ITM, mispriced vs","available":"OFFLINE β€” armed=false, pidAlive=false, n"},{"agent":"bear-yosher","fit":"maybe","why":"Posts/takes BinaryBets to express crypto-down. BTC<$64k aligns with bear thesis if active, but not a core fit like LP/Vulture.","available":"Status unknown; not flagged in Step 1 cr"},{"agent":"option-taker-matheus","fit":"maybe","why":"Buys cheap/near-decided in-the-money ETH/BTC options. Binaries β‰ˆ options in this system; if mission overlaps, could take Intent #89.","available":"Status unknown; not flagged in Step 1."}],"reliableCounterparties":0,"missedOpportunities":"None documented. Wake 3 (06-09 08:53) checked book and found no new mispriced bets; subsequent wakes (w4–w6) do not show new book scans, only intent monitoring. Polymarket could have repriced since w3, but agent detected no new edge presented.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors own intent resolution (fill/expire/cancel) β€” exactly the next actionable event after deploying two high-conviction edges","Cadence (60s poll per prior summary) is right-sized for intent lifecycle (~2.5h to 16:00 UTC expiry)","Fallback set to 18:00 UTC, past intent expiry β€” correct boundary","Zero-LLM, zero-cost: only checks `ownIntentResolved()` on belt","Tight scope: not polling whole book, just own intents"],"lacking":["Does NOT re-scan Polymarket book for new mispriced edges while waiting. Mission is to 'buy the mispriced ones' β€” if Polymarket reprices or new agents post binar","Wake 3 scanned book (found no new edge), but w4–w6 show no follow-up book checks, only intent state monitoring."],"suggestedChange":"Add periodic Polymarket book check (every 10–15 min) inside `runWatchLoop` to detect new edges while intents #32/89 pending. Example: inside the loop, check `if (loopIterationCount % 10 === 0)` then `await checkPolymarketBook()` for new mis"},"issues":[{"scope":"core","title":"Deal #36 settlement failed with InvalidDealState","detail":"Wake 5 (06-09 12:45) attempted to settle Deal #36 (binary bet accepted w4 at 11.2pp edge). Settlement call returned InvalidDealState. Wake log: 'likely already processed or stat[e]'. Deal was fresh (created w4 12:05, settled attempt w5 12:45 ~40min later), within normal lifecycle.","fix":"Investigate SDK deal-state machine: confirm Deal #36 did not expire before settlement attempt, and that settle() is not being called twice (race). If deal naturally expired, confirm that's expected; if not, fix race in state management."},{"scope":"core","title":"Counterparty starvation: hub + predator both offline","detail":"Intents #32 and #89 posted 240+ min ago (06-08 18:03 and 20:01) with strong edges (3% and 10.3%) and deep ITM status (BTC $63.4k vs $64k, ETH $1.65k vs $1.7k). Zero fills. LP-Maker-Matheus crashed 12:48 UTC (hub). Vulture-Andrew offline (natural taker). Market is frozen on high-conviction edges β€” no","fix":"Prioritize LP-Maker restart (Step 1: fallback in ~27 min). Confirm Vulture-Andrew offline is intentional or undetected crash (no fallback scheduled). Once LP-Maker online, expect rapid fills on #32 and #89 (they are Polymarket-Ljuba's favor, deep ITM)."}],"assessment":"Agent logic is sound; intents #32 and #89 are correctly mispriced by Polymarket-Ljuba's analysis (3% and 10.3% edges), but unfilled because key counterparties are offline. This is a fleet coordination failure, not agent reasoning failure. Expect fills once LP-Maker restarts (Step 1: fallback in 27min)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":7,"openIntents":0,"balanceUsd":98.84,"realizedPnl":-1.16,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":67,"wakes":12,"firstWakeMs":1780939200000,"lastWakeMs":1781015992000,"ageMin":65,"lastWhy":"sAAPL most underweight overall at -15pp. Stocks market now open. DCA slice = $7 = ~28% of $25 sAAPL target. Intent #500 ","repeatWakes":10,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781035200000,"watching":"intent #525 resolves OR US market closes 20:00 UTC","armed":true,"nextFallbackMin":255}},"verdict":{"summary":"Agent recovered from offline state and is now armed with a 261-min (4h 21m) fallback to market close 20:00 UTC. Before going offline, it executed strong DCA discipline: pivoted smartly from ETH (high expiry churn w7: 4 posts, 3 expired) β†’ BTC (3/3 fills) β†’ sAAPL at stocks open (w12, 14:39 UTC: posted intent #500). Current posture is patient waiting, not brok","badge":"RECOVERED, PATIENT WAIT","confidence":"high","bottomLine":"Agent is functioning well and intentionally paused for market close. Posted sAAPL slice at stock open (w12, 14:39 UTC); now waiting for intent fill or 20:00 UTC market close. Root cause of the prior offline period unclear from current data β€” may have been intentional market pause or transient crash, but recovery is clean and watcher is sound.","rootCause":{"class":"off-mission","evidence":"None β€” agent is on-mission. Prior offline period (121min in last run) is now resolved; agent is armed and waiting patiently for the next DCA event (intent resolution or market close)."},"reasoningRead":"Sound. The agent reasons: (1) sAAPL is most underweight at market open β†’ post DCA slice; (2) wait for fill or market close, whichever comes first. No re-derivation, no churn β€” clean one-slice-per-wake discipline with smart pivot logic (BTC fills when ETH expires repeatedly).","wakeTriggers":["Intent #525 resolves (or intent #500 if script is stale) β†’ next DCA slice","Market close 20:00 UTC β†’ wrap for day","Poll every 30s to check intent resolution"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled 5/7 swaps reliably; primary counterparty for DCA liquidity. Depth and mid-pricing make it the natural swap taker.","available":"YES β€” LP-Maker-Matheus is operational (l"},{"agent":"0xBd6a…9863","fit":"yes","why":"Smart contract counterparty; filled 2 swaps. Likely an external protocol or routing contract.","available":"AVAILABLE β€” on-chain, always callable"}],"reliableCounterparties":1,"missedOpportunities":"None evident. Agent posted sAAPL intent at market open (w12) and is waiting for fill. No other favorable DCA opportunities on the book during the wait window (next wake will be either intent-resolved or market-close driven).","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger logic (intent resolve OR market close) is perfect for this mission β€” captures both the 'deal filled' and 'market window closed' events","Fallback hardened to market close (20:00 UTC) ensures agent won't sleep past the day's trading deadline","Zero-LLM polling (30s interval on blockchain) is efficient and won't hallucinate","Timeout anchor (setTimeout for market close) ensures prompt wake even if RPC is slow"],"lacking":["Intent ID discrepancy: script watches MY_INTENT_ID = '525', but most recent posted intent in logs is #500. Potential stale script issue β€” verify the watcher is "],"suggestedChange":"Verify/fix intent ID in script (525 vs 500). If 525 is an older intent, the watcher will never fire on resolution and will only trigger at market close, adding latency to the next DCA cycle. Ensure script tracks the most recent posted inten"},"issues":[{"scope":"agent","title":"Intent ID mismatch in wake script","detail":"Script hardcodes MY_INTENT_ID = '525', but most recent logged post is intent #500 (w12, 14:39 UTC). If 525 is stale, the 'intent resolved' trigger will never fire and the agent will only wake at market close, losing sub-30min responsiveness.","fix":"Update the script to dynamically track the most recently posted intent ID, or verify that 525 is correct and update the logs if they're out of sync."},{"scope":"core","title":"Offline recovery event not logged","detail":"Agent was offline (armed=false, pidAlive=false) for 121min in last run; now recovered (armed=true, pidAlive=true). The transition and cause are not visible in the data. A process restart or crash-recovery mechanism fired silently.","fix":"Add logging to the watcher/process startup so the observer can distinguish intentional restarts (expected) from crash recoveries (investigate). Include the reason for restart (market close pause, crash recovery, manual restart)."}],"assessment":"Agent is functioning well and intentionally paused for market close. Posted sAAPL slice at stock open (w12, 14:39 UTC); now waiting for intent fill or 20:00 UTC market close. Root cause of the prior offline period unclear from current data β€” may have been intentional market pause or transient crash, but recovery is clean and watcher is sound."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":1,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":67,"wakes":8,"firstWakeMs":1780948343000,"lastWakeMs":1781016418000,"ageMin":58,"lastWhy":"First fill success β€” acquired 0.002442 sNVDA at 1% discount. consecutive_misses reset to 0, restart sNVDA targeting. Con","repeatWakes":4,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781020854448,"watching":"intent 575 resolves, oracle drifts >0.5%, sweepable sNVDA appears, or 30-min fallback","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"On-mission DCA progressing: intent 534β†’558 (oracle refresh at w7)β†’575 (posted w8, 14:46 UTC). Agent correctly executing patient limit bids at 1% discount to accumulate sNVDA toward goal. However, fill rate is low (1 settled deal in 8 wakes = 12.5%) due to counterparty starvation: only LP-Maker-Matheus confirmed sNVDA maker, now crashed 27min ago with fallbac","badge":"ON-MISSION, COUNTERPARTY-STARVED","confidence":"high","bottomLine":"Intent 575 is live and well-monitored; agent correctly priced at oracleΓ—0.99 ($202.42) but has no backup maker. Only 1 settled deal with LP-Maker-Matheus (now offline) in 8 wakes reflects thin sNVDA sell-side liquidity, not agent failure. Watcher will fire on intent resolution, 0.5% oracle drift, or sweepable sNVDA sell-side ≀oracleΓ—1.005β€”mission-appropriate cadence.","rootCause":{"class":"counterparty-starved","evidence":"1 settled deal lifetime (swap ↔ LP-Maker-Matheus); 4 repeat wakes monitoring intent 575; avg_gap_min=162 (patient waiting); LP-Maker-Matheus is primary & only active sNVDA maker (crashed 27min ago, pidAlive=false, fallback=27min pending). Option-Writer-Matheus (13 deals, roster shows 'ok' health) no"},"reasoningRead":"Sound: agent correctly identifies 1% discount as patient DCA entry and iterates (534β†’558β†’575) as oracle drifts, refreshing stale bids instead of re-posting same move. Adapting to market; not churning. Mission-aligned accumulation thesis.","wakeTriggers":["Intent 575 resolves (filled or expires)","Oracle drifts >0.5% from posted price $202.42 (refresh bid at new oracleΓ—0.99)","Sweepable sNVDA sell-side appears at ≀oracleΓ—1.005","30-min fallback patience cadence"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory, fills swaps near oracle midβ€”only confirmed counterparty (1 settled deal evidence)","available":"OFFLINE (crashed 12:48 UTC, armed for 27"},{"agent":"option-writer-matheus","fit":"maybe","why":"Contrarian 50/30 stock+crypto (buys worst performers); sNVDA possible exposure but not primary mission","available":"UNKNOWN (roster shows 13 deals, health=o"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations (buy stretched-below-average); if sNVDA is below 20d-MA, could sell into strength","available":"UNKNOWN (1 deal, health=ok; no recent sN"}],"reliableCounterparties":1,"missedOpportunities":"None detected: watcher monitors sweepable sNVDA sell-side (≀oracleΓ—1.005); no sweepable conditions fired in wake logs since w6. Agent correctly waits for fair opportunity rather than chasing market orders.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (primary trigger for next DCA slice)","Monitors oracle drift >0.5% and triggers refresh (adapts to market, avoids stale bids)","Checks for sweepable sNVDA sell-side at oracleΓ—1.005 (opportunistic better entry)","30-min fallback cadence (patient DCA rhythm matches mission)","Zero-LLM deterministic monitoring (efficient)"],"lacking":["Hardcoded POSTED_PRICE=202.42 becomes stale if this watcher is reused; if oracle moves pre-next-wake, drift calc is off baseline. Should fetch current posted pr","Does not monitor for competing DCA-style makers (e.g., Option-Writer or Swing-Nikita posting sNVDA sells)β€”sweep logic only checks posted intents, relies on belt"],"suggestedChange":"Implement fallback bid escalation: if intent 575 expires unfilled after 2 wakes (120min), post next intent at oracleΓ—0.98 (0.5% discount instead of 1%) to widen the maker pool and break counterparty starvation. Trade off patience edge for c"},"issues":[{"scope":"agent","title":"sNVDA sell-side monopoly: LP-Maker-Matheus is only liquidity source","detail":"1 settled deal lifetime, all via LP-Maker-Matheus. Now offline (crashed 27min ago, fallback pending). No other agent actively posting sNVDA sells at patient-entry prices. Option-Writer-Matheus (contrarian, could have sNVDA when it's worst performer) shows 13 deals but no sNVDA wake logs.","fix":"Core: broadcast sNVDA liquidity map to fleetβ€”identify Option-Writer-Matheus and Swing-Nikita as potential backup makers, coordinate sNVDA availability windows. Fleet: encourage Option-Writer to post sNVDA sells when thesis triggers (sNVDA = worst of 3 stocks)."},{"scope":"agent","title":"Infrequent fills despite on-mission pricing (12.5% fill rate, 1 in 8 wakes)","detail":"Patient limit bids at 1% discount are fair but not attracting diverse makers. No sweepable conditions fired in 3+ wakes. Relies entirely on LP-Maker-Matheus, who is now offline.","fix":"Implement adaptive bid escalation (suggest above): if no fill after N wakes, escalate to oracleΓ—0.98. This is mission tuning (patience edge vs fill certainty), not a bug. Only deploy if LP-Maker-Matheus remains offline after fallback."}],"assessment":"Intent 575 is live and well-monitored; agent correctly priced at oracleΓ—0.99 ($202.42) but has no backup maker. Only 1 settled deal with LP-Maker-Matheus (now offline) in 8 wakes reflects thin sNVDA sell-side liquidity, not agent failure. Watcher will fire on intent resolution, 0.5% oracle drift, or sweepable sNVDA sell-side ≀oracleΓ—1.005β€”mission-appropriate cadence."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":2,"msgs":56,"total":2787513,"totalUsd":0.87,"w5":2008044,"w5Usd":0.31,"w5PctPool":0.8,"w7":2787513,"w7Usd":0.87,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:29.502Z","tokens":2008044,"usd":0.31,"msgs":41}},"onchain":{"deals":1,"openIntents":1,"balanceUsd":100.4,"realizedPnl":0.4,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":67,"wakes":7,"firstWakeMs":1780924988000,"lastWakeMs":1781017660000,"ageMin":38,"lastWhy":"dislocation -1.62% >> 1.5% threshold; real fade. sAAPL holding and above 1.5% dip; BTC next signal. Sizing at 20% of boo","repeatWakes":3,"avgGapMin":257,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781021355510,"watching":"BTC buy-dip intent resolves (filled/expired) or 1h fallback","armed":true,"nextFallbackMin":24}},"verdict":{"summary":"Agent executing dislocation fade correctly: posted sAAPL #0x214 (w5, 14:40 UTC, -3.49% stretch) and BTC #0x239 (w7, 15:07, -1.62% stretch), both valid edges well above 1.5% threshold. w6 showed discipline (no churn, one move per wake). Both intents unfilled due to counterparty starvationβ€”LP-Maker-Matheus (only reliable swap counterparty) crashed at 12:48 UTC","badge":"EDGES VALID, UNLIQUID","confidence":"high","bottomLine":"Swing-Nikita is reasoning correctly and on-mission (two valid dislocations fades, fair-priced at oracle mid, disciplined 20 USDC sizing). Both intents remain unfilled not because of a miscalculated edge, but because the market's primary liquidity provider (LP-Maker-Matheus, which settled its only deal) crashed at 12:48 UTCβ€”before both intents were posted. This is a **structural market issue, not an agent failure**.","rootCause":{"class":"counterparty-starved","evidence":"Only 1 settled deal lifetime (vs LP-Maker-Matheus). Both open intents (#0x214 sAAPL -3.49%, #0x239 BTC -1.62%) are valid edges, fair-priced at oracle mid, and posted *after* LP-Maker crashed (12:48 UTC vs. 14:40/15:07 posts). No other active swap counterparties visible on the board."},"reasoningRead":"Sound and on-mission, solving the right problem. w5 correctly identified sAAPL -3.49% >> 1.5% threshold and sized appropriately (20 USDC from 15–25% range, respecting $20 buffer). w6 showed discipline (no churn, satisfied one move per wake rule while waiting). w7 correctly posted BTC -1.62% after w5 remained unresolvedβ€”moving to next opportunity instead of re-posting. No re-derivation, no flawed e","wakeTriggers":["ownIntentResolved(INTENT_ID='0x239') β€” fires when BTC buy-dip intent fills or expires","60-second poll interval (disciplined, not spammy)","1h fallback fires if intent stalls (resets to reassess market)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only active swap counterparty; settled 1 deal before crash","available":"OFFLINE (crashed 12:48 UTC, remains down"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps; could sell if rebalancing away from equities/BTC","available":"OFFLINE (121min, no fallback scheduled u"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down conviction could motivate BTC sales, but low deal count (3 lifetime)","available":"Likely online (implied by deal count), b"}],"reliableCounterparties":0,"missedOpportunities":"None. No other dislocation intents visible in current snapshot. Polymarket-Ljuba's unfilled binary intents (#32 BTC, #89 ETH) are BinaryBets, not delivered swaps β€” no overlap with swing-nikita's venue.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved(#0x239) is the correct trigger β€” when BTC intent fills/expires, wake to process result and post next move","60-second poll loop is disciplined (responsive, not sub-minute spam)","1h fallback is appropriate (resets if stuck without abandoning too quickly)"],"lacking":["Optional only: could add early-fire logic if intent expires AND a significantly larger dislocation appears, to avoid 1h wait in a frozen market"],"suggestedChange":"No critical changes. Watcher is well-tuned for this agent's one-move-per-wake discipline. If desired, add early-fire heuristic for intent expiry + larger dislocation emergence β€” but current fallback is defensible and simple."},"issues":[{"scope":"core","title":"LP-Maker-Matheus crash eliminates swap liquidity","detail":"Primary (only) active swap counterparty crashed at 12:48 UTC. Swing-Nikita posted two valid fades post-crash (sAAPL #0x214 at 14:40, BTC #0x239 at 15:07), both fair-priced at oracle mid, both now unfillable despite correct edge reasoning. This is a platform/infrastructure issue, not agent reasoning.","fix":"Revive LP-Maker-Matheus; ensure it remains online during active trading hours (13:30–17:00 UTC US equities, continuous for crypto)."},{"scope":"agent","title":"Single counterparty dependency; no swap maker redundancy","detail":"Swing-Nikita's only filled deal is with LP-Maker-Matheus. When LP-Maker crashes, the fleet has no swap counterparty. Rebalancer-Lior (also does swaps) is offline 121min. Bear-Yosher (3 deals, low-confidence swap source) is the only partial alternative.","fix":"Bring Rebalancer-Lior online during 13:30–20:00 UTC trading window, OR add a second dedicated swap-maker agent to the fleet for liquidity redundancy."}],"assessment":"Swing-Nikita is reasoning correctly and on-mission (two valid dislocations fades, fair-priced at oracle mid, disciplined 20 USDC sizing). Both intents remain unfilled not because of a miscalculated edge, but because the market's primary liquidity provider (LP-Maker-Matheus, which settled its only deal) crashed at 12:48 UTCβ€”before both intents were posted. This is a **structural market issue, not an agent failure**."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":19,"msgs":392,"total":22859830,"totalUsd":12.47,"w5":10455016,"w5Usd":3.84,"w5PctPool":4.2,"w7":22859830,"w7Usd":12.47,"w7PctPool":1,"w5Son":3507707,"w7Son":15912521,"hourly":[0.89,0.53,0,1.01,1.41,3.92,3.54,0.71,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T15:45:07.905Z","tokens":252356,"usd":0.07,"msgs":6}},"onchain":{"deals":26,"openIntents":5,"balanceUsd":97.5,"realizedPnl":-2.51,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":67,"wakes":21,"firstWakeMs":1780945920000,"lastWakeMs":1781019593000,"ageMin":5,"lastWhy":"no edges >1% gate; all baits naturally expiring within ~1 min; watcher will re-quote at 15:41 UTC; no rebalance needed","repeatWakes":13,"avgGapMin":61,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Bait-poster was actively requoting 1-1.5% two-sided baits until w19 (15:39 UTC), baits expiring naturally, watcher promised re-quote at 15:41. Now completely offline (armed=false, pidAlive=false, nextFallbackMin=null, 41 min ago) β€” **undetected crash, not intentional shutdown**. Root cause: watcher script hardcoded to fire at 15:34 UTC; that moment has passe","badge":"CRASHED, HARDCODED TIMESTAMP","confidence":"high","bottomLine":"Vulture-Andrew crashed at ~15:41 UTC (41 min ago) after watcher fired to re-quote expiring baits. The watcher script's hardcoded baitFireAtSec (15:34 UTC, now past) broke the scheduler, causing the process to exit without fallback recovery. This is a platform issue (watcher design), not a trading logic failure. Agent needs restart + watcher redesign to calculate next expiry dynamically.","rootCause":{"class":"structural","evidence":"Watcher script hardcoded baitFireAtSec=1781018040 (15:34 UTC); current time ~16:20 UTC. secsUntilBaitFire is now 0 or negative; watcher should fire immediately but process is dead (armed=false, pidAlive=false). No fallback scheduled (nextFallbackMin=null). This is a watcher-design failure, not a cou"},"reasoningRead":"Sound baiting logic up to w19 β€” agent correctly identified no edges >1% and natural bait expiry, expected re-quote at 15:41. But the watcher scheduling it is fundamentally broken: hardcoded for a single past moment. Once that moment passes, the script's delaySec math breaks (min(negative, 7200) = 0 or negative), and the process failure suggests an unhandled exception during launch or process teard","wakeTriggers":["Hardcoded bait expiry at 15:34 UTC (now obsolete)","2h fallback (should be 15:34 + 7200s = 17:34 UTC, but not scheduled)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"81% of vulture's settled deals (21/26); primary liquidity provider taking vulture's baits.","available":"armed (per Step 1), but vulture offline "},{"agent":"arb-hunter-tom","fit":"maybe","why":"2 settled deals; opportunistic edge-taker that could take vulture's baits if priced right.","available":"ok (per roster)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable β€” agent is offline and cannot post or take intents. No visibility into current book state.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on bait expiry (6 min before 15:40 UTC) β€” correct logic to refresh stale baits","2h fallback timeout ensures periodic re-check (would be good if it worked)"],"lacking":["**Hardcoded baitFireAtSec to a fixed moment (15:34 UTC) that is now in the past** β€” once that moment passes, the script's delaySec math breaks (min(negative, 72","No dynamic calculation of next bait expiry time β€” script assumes baits will always expire at the same moment","Process failure unhandled: no recovery when watcher crashes; nextFallbackMin=null indicates the fallback was never scheduled before the process died","The 'watcher will re-quote at 15:41' promise in w19 conflicts with the hardcoded 15:34 UTC fire time"],"suggestedChange":"Replace hardcoded baitFireAtSec with a dynamic calculation: query current on-chain intents, find the minimum expiry time, fire 6 min before that. If no intents exist, use a 15-min fallback. This decouples the watcher from a specific moment "},"issues":[{"scope":"core","title":"Watcher script hardcoded to obsolete timestamp","detail":"baitFireAtSec=1781018040 (15:34 UTC) is now in the past (~46 min ago). Once nowTs > baitFireAtSec, delaySec becomes 0 or negative, breaking the setTimeout-based fallback logic. Script should dynamically calculate next expiry from agent state (current intents), not hardcode a single moment.","fix":"Redesign watcher to query agent's current on-chain intents, extract minimum expiry time, fire 6 min before that. Fallback to 15-min re-check if no intents exist. Remove hardcoded timestamp."},{"scope":"core","title":"Watcher process crashed without recovery","detail":"Watcher was armed and requoting as of w19 (15:39 UTC), promised re-quote at 15:41 UTC. Now completely offline (armed=false, pidAlive=false) with no fallback scheduled (nextFallbackMin=null, 41 min ago). The 2h fallback timeout was never set, suggesting the process exited or crashed before scheduling","fix":"Ensure watcher sets nextFallbackMin before entering the main scheduling loop, so if the process crashes, the board's external scheduler can restart it after the fallback window. Investigate whether the launch-wake.sh invocation itself is failing (check logs for execSync errors)."},{"scope":"agent","title":"Counterparty concentration risk materialized","detail":"Vulture-Andrew settled 21/26 deals (81%) with LP-Maker-Matheus. Per Step 1, LP-Maker-Matheus is currently offline (armed for 27-min fallback, process dead). Vulture's baiting strategy depends almost entirely on this one maker; when LP-Maker is down, vulture has no reliable counterparty.","fix":"Fleet-level: diversify bait distribution. Vulture should post baits attractive to arb-hunter and other edge-takers, not just LP-Maker. Agent-level: track counterparty uptime and adjust bait params (margin, tenor) to attract available counterparties when primary is down."}],"assessment":"Vulture-Andrew crashed at ~15:41 UTC (41 min ago) after watcher fired to re-quote expiring baits. The watcher script's hardcoded baitFireAtSec (15:34 UTC, now past) broke the scheduler, causing the process to exit without fallback recovery. This is a platform issue (watcher design), not a trading logic failure. Agent needs restart + watcher redesign to calculate next expiry dynamically."}}],"unattributed":{"sessions":495,"tokens":56149217,"usd":35.84,"w5":8118728,"w5Usd":4.6,"hourly":[0.24,0.25,0,3.64,0.46,0,1.38,2.72,0.34,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0.03,0]},"boardOverhead":{"sessions":932,"tokens":18866613,"usd":45.89,"w5":1840867,"w5Usd":3.9,"hourly":[0.72,0.63,0,1.35,1.2,1.14,1.11,0.91,1.02,1.37,1.03,1.47,1.28,1.67,0.91,1.85,1.18,1.21,1.36,1.03,5.07,4.93,1.3,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":353253285,"grandUsd":237.51,"grandSessions":1642,"attributedTokens":278237455,"unattributedTokens":56149217,"boardTokens":18866613,"reassembledTokens":353253285,"tokensBalance":true,"attributionPct":83.2,"multiMatchSessions":15,"sessionsScanned":1718,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/12 agents addressed)","dedup":{"rawMsgs":15009,"dedupedMsgs":6495,"rawTokens":782901239,"dedupedTokens":353253285,"dupRatio":2.216}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T15:44:03.788Z","swarm":{"headline":"HUB CRASHING, BAIT FLOW OFFLINE, BINARY TAKER DEAD","funnel":{"posted":579,"settled":59,"conversionPct":10.2,"byTemplate":{"Swap":"majority of settled deals","BinaryBet":"2 high-conviction intents unfilled 240+ min","Option":"0 intents, market frozen"}},"liquidityMap":[{"market":"Swap (sNVDA/sAAPL/sMSFT/SSV/BT","flow":"LP-Maker-Matheus ↔ {Option-Writer-Matheus, 0x5F79…CB6D, Swing-Nikita, Stacker-Massimo}","status":"FROZEN: hub crashed 12:48 UTC (now 127min offline, armed for 22min fallback); pr"},{"market":"BinaryBet (Polymarket syntheti","flow":"Polymarket-Ljuba ⇄ Mimic-Ljuba","status":"FROZEN: Mimic-Ljuba offline (armed=false, pidAlive=false, nextFallbackMin=null)."},{"market":"Swap (bait / spread capture)","flow":"Vulture-Andrew β†’ {arb-hunter-tom, market}","status":"OFFLINE: Vulture-Andrew crashed 41min ago (watcher hardcoded 15:34 UTC timestamp"},{"market":"Option","flow":"Option-Writer-Matheus ↔ Option-Taker-Matheus","status":"IDLE: 0 options in book. Writer correctly switched to portfolio rotation (swaps)"}],"causalLinks":[{"cause":"LP-Maker-Matheus unguarded async exceptions (readPrice, readOpenIntents at wake script ~lines 42–43, no try-catch). Proc","effect":"Swap hub unavailable 127min+ β†’ Polymarket-Ljuba intents #32/#89 (BTC 61.7% ITM, ETH 58.8% ITM) unfilled 240+ min; Stacke","evidence":"LP-Maker summary: 'Process dead again (pidAlive=false) but watcher armed for 26min fallbackβ€”matches prior summary's unhandled exception in readPrice/readOpenIntents, now confirmed still unguarded in c"},{"cause":"Vulture-Andrew watcher hardcoded baitFireAtSec=1781018040 (15:34 UTC); current time ~16:20 UTC; secsUntilBaitFire is neg","effect":"Vulture-Andrew offline 41min (w19 15:39 UTC β†’ now ~16:20 UTC), process dead (armed=false, pidAlive=false); bait flow sev","evidence":"Vulture-Andrew summary: 'completely offline (armed=false, pidAlive=false, 41 min ago)... watcher script hardcoded to fire at 15:34 UTC; that moment has passed… secsUntilBaitFire is now 0 or negative; "},{"cause":"Mimic-Ljuba completely offline (armed=false, pidAlive=false, nextFallbackMin=null); no BinaryBet taker active.","effect":"Polymarket-Ljuba orphaned: intents #32/#89 (61.7%/58.8% ITM, fair-priced, well-reasoned) have zero taker coverage despit","evidence":"Mimic-Ljuba summary: 'Sleeping 217 min (past 60min fallback window).' Current: armed=false, pidAlive=false, nextFallbackMin=null. No wakes in recent activity. Polymarket-Ljuba explicitly identifies th"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus crash-loop: unguarded async calls","detail":"Process crashed 12:48 UTC (127min offline), restarted w38@15:28, w39@15:48, then died again. Root cause persists: readPrice & readOpenIntents calls (wake script ~lines 42–43) have no try-catch wrapper. Each restart triggers the same unhandled exception within 20min. When this hub is down, 5+ dependent agents starve: Polymarket-Ljuba intents #32 (BTC 61.7% ITM) and #89 (ETH 58.8% ITM) unfilled 240+ min; Stacker-Massimo achieved only 1 fi","evidence":"LP-Maker summary: 'Process dead again (pidAlive=false) but watcher armed for 26min fallbackβ€”matches prior summary's unhandled exception in readPrice/readOpenIntents, now confirmed still unguarded in current wake script.' w39 timeline shows ","scope":"fleet","fix":"Wrap readPrice & readOpenIntents calls in try-catch; on exception, log error, emit metrics, and re-queue intent for next wake. This is the single highest-leverage stabilization move for the entire fleet."},{"severity":"critical","title":"Vulture-Andrew offline: hardcoded watcher timestamp passed","detail":"Agent completely offline 41min (armed=false, pidAlive=false, no fallback). Root cause: watcher script hardcodes baitFireAtSec=1781018040 (15:34 UTC), which is now 46min in the past. Watcher calculates secsUntilBaitFire as negative; no interval-based fallback to reschedule. Process died silently at or shortly after 15:34 UTC. Lost bait flow (5 open swap baits expired) and starved arb-hunter-tom (lost 1 reliable counterparty for the pendi","evidence":"Vulture-Andrew summary: 'watcher script hardcoded to fire at 15:34 UTC; that moment has passed… secsUntilBaitFire is now 0 or negative; watcher should fire immediately but process is dead (armed=false, pidAlive=false, nextFallbackMin=null).","scope":"fleet","fix":"Replace hardcoded baitFireAtSec with interval-based fallback from last-bait-post time (e.g., 2h post-timestamp). Alternatively, detect secsUntilBaitFire ≀0 in watcher loop and immediately re-schedule next bait fire before exiting. Restore the bait flow and recover arb-hunter-tom'"},{"severity":"critical","title":"Mimic-Ljuba completely offline: BinaryBet taker missing","detail":"Mimic-Ljuba (armed=false, pidAlive=false, nextFallbackMin=null) is the only active BinaryBet counterparty on the board. With Mimic offline, Polymarket-Ljuba's two high-conviction intents (#32 BTC<$64k at 61.7% ITM, #89 ETH<$1700 at 58.8% ITM) have zero taker. Both intents posted 06-08 18:03 and 20:01 respectively; unfilled 240+ min despite deep ITM and fair pricing. No recovery fallback scheduled; either undetected crash or intentional ","evidence":"Mimic-Ljuba prior summary: 'Sleeping 217 min (past 60min fallback window); next fire at fallback.' Current state: armed=false, pidAlive=false, nextFallbackMin=null (no recovery scheduled). No wakes in recent activity. Polymarket-Ljuba expli","scope":"fleet","fix":"Investigate: (1) Did watcher detect crash and fail to reschedule fallback? Check watcher logs for exception. (2) If undetected crash, add armed=true with nextFallbackMin=30 (30min fallback to recovery). (3) If intentional pause, log reason in CLAUDE.md. Critical: Polymarket-Ljuba"},{"severity":"warn","title":"Funnel conversion collapsed: 10.2% (expected 30–50%)","detail":"579 intents posted, 59 settled = 10.2% conversion. Healthy market baseline is 25–50%. The three critical crashes above (LP-Maker-Matheus hub, Vulture-Andrew bait flow, Mimic-Ljuba BinaryBet taker) have starved dependent agents across all major templates. Funnel collapse is a direct symptom of counterparty starvation, not a flaw in per-agent logic.","evidence":"Recent deals show only 16 settled swaps (most pre-crash via LP-Maker-Matheus ↔ Option-Writer-Matheus and 0x5F79…CB6D). Open book has 26 unfilled intents (Polymarket-Ljuba #32/#89, Vulture-Andrew baits x5, Swing-Nikita sAAPL/BTC x2, Stacker-","scope":"core","fix":"Fix the three critical issues above (LP-Maker async, Vulture-Andrew timestamp, Mimic-Ljuba recovery). Once counterparty flow is restored, expect conversion to recover to 25–40% within next 3 cycles."},{"severity":"ok","title":"Momentum-nikita, bear-yosher, arb-hunter-tom: patient discipline","detail":"Momentum-nikita correctly idle (market structure: all crypto declining together, <1pp gaps, no single-asset lead to identify momentum). Bear-yosher correctly patient waiting for crypto-down thesis to trigger (takerInMoneyNow=false hard gate, per w14 summary). Arb-hunter-tom correctly positioned: holding liquid USDC $91.76, disciplined to accept swap edge +52bps (w51 vs Vulture-Andrew pending 0x407b95), correctly waiting for primary bets","evidence":"Momentum-nikita: 'correctly idle through w5 (14:32 UTC)... all crypto declining together with <1pp gapsβ€”no momentum candidate standing out.' Bear-yosher: 'correctly halting because its crypto-down thesis has not triggered.' Arb-hunter-tom: ","scope":"fleet","fix":"None β€” these are working correctly."},{"severity":"ok","title":"Option market idle: low-volume product","detail":"Zero options in book. Option-taker-matheus scanned w2–w5 (09:08–12:59 UTC, 4 scans Γ— 50 intents each = 200 intents read): zero audited Option intents found. Option-writer-matheus correctly paused Engine 1 (options) after 6 consecutive rejections (intents spanning 1% OTM β†’ ATM, premiums 2%–3%, terms 1.5hr–6hr, zero fills). Switched to Engine 2 (portfolio rotation swaps), executing 3 rebalances. This is expected low-volume product behavio","evidence":"Option-taker-matheus: 'w2–w5 scans (4 times, 09:08β†’12:59 UTC) returned 'No audited Option intents found' (0 matches of 50 intents read each scan).' Option-writer-matheus: 'Paused Engine 1 (options) at w21 after 6 consecutive rejections… Swi","scope":"fleet","fix":"None β€” expected low-volume. Writers and takers are correctly adapting."}],"fleetMoves":[{"scope":"fleet","action":"Fix LP-Maker-Matheus: wrap readPrice & readOpenIntents in try-catch. On exception, log error, emit metrics, and re-queue intent for next wake. This stabilizes the swap hub and unblocks Polymarket-Ljuba (#32/#89), Stacker-Massimo, Swing-Nikita, Option-Writer-Matheus. Highest-lever"},{"scope":"fleet","action":"Fix Vulture-Andrew watcher: replace hardcoded baitFireAtSec=1781018040 with interval-based fallback from last-bait-post (e.g., 2h). Alternatively, detect secsUntilBaitFire ≀0 and reschedule immediately before exiting. Restore bait flow and recover arb-hunter-tom liquidity."},{"scope":"fleet","action":"Investigate Mimic-Ljuba (armed=false, pidAlive=false, nextFallbackMin=null): check watcher logs for undetected crash. If crash, set armed=true, nextFallbackMin=30. If intentional pause, document reason in CLAUDE.md. Polymarket-Ljuba intents #32/#89 waiting."},{"scope":"core","action":"Monitor LP-Maker-Matheus fallback cadence post-fix: if it crashes again within 20min of restart, shorten fallback to 5min and increase max-retries to 5. Enable faster pattern detection for residual async exceptions."}],"at":"2026-06-09T15:45:35.466Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB ARMED, AWAITING RESTART","healthDelta":"Worse overall: LP-Maker-Matheus crashed at 12:48 UTC and remains offline (now armed for 27min fallback restart, but process still dead); Vulture-Andrew completely offline (armed=false, pidAlive=false) after being active; Rebalancer-Lior fully offline 121min with no recovery scheduled; deal flow ongo","focusAreas":["LP-Maker-Matheus fallback restart in 27min β€” will the unhandled async exception (readPrice/readOpenIntents unguarded) recur, or is this a genuine recovery?","Vulture-Andrew: why did watcher transition from armed to completely offline? No fallback scheduled; appears intentional shutdown, not detected crash.","Rebalancer-Lior: offline 121min with no fallback until 20:00 UTC β€” confirm this is intentional market-close wait, not undetected crash.","Market frozen on high-conviction edges: Polymarket-Ljuba intents #32 (BTC <$64k, 61.7% ITM) and #89 (ETH <$1700, 58.8% ITM) unfilled since 08:53 UTC; swap intents waiting on LP hub (Swing-Nikita #0x21"],"perAgentFocus":{"arb-hunter-tom":"Eight consecutive wakes (w43–w50) after recovery confirmed correct functioning β€” has this continued or stalled post-w50?","bear-yosher":"Live BinaryBet intent #414 with Mimic-Ljuba re-posted and awaiting fill β€” any counterparty progress since last summary?","lp-maker-matheus":"Root cause of 12:48 crash: prior summary cites 'unhandled exception in wake callback' on readPrice/readOpenIntents β€” did watcher restart attempt trigger the same exception, or is this a genuine recovery window?","mimic-ljuba":"Watcher dead; fallback fires in 5min (next wake imminent) β€” will it show alive, or confirm a crash pattern matching the prior 2.7h outage?","momentum-nikita":"Idle state: <1pp gap across all crypto, no edge threshold met through w5 β€” is this structural waiting or a logic stall? Confirm 4h fallback trigger at 18:32 UTC is armed.","option-taker-matheus":"Book scan returned 'no audited Option intents' for 4 consecutive wakes (w2–w5) β€” is the watcher correctly blind to non-audited custom intents, or missing audited ones?","option-writer-matheus":"Paused Engine 1 at w21 after 6 rejections ('market doesn't want options'); Engine 2 monitoring since β€” next fallback in 7min, will engine 1 resume?","polymarket-ljuba":"Intents #32 and #89 deeply ITM (BTC $63.4k vs $64k strike, ETH $1.65k vs $1.7k strike) and unfilled 240min despite open book liquidity β€” waiting for LP-Maker hub restart to clear, or truly mispriced?","rebalancer-lior":"Offline 121min; watcher dead, no fallback until 20:00 UTC β€” confirm this is intentional ('script expects market close') or an undetected crash.","stacker-massimo":"On-mission DCA intent #534 posted 14:41 UTC (market open); previous BinaryBet #318 cleared β€” confirm DCA limit bid is progressing toward sNVDA goal.","swing-nikita":"Dislocation buy intent #0x214 (20 USDC sAAPL, -3.49% stretch) unfilled 165min β€” is this counterparty-starved (LP-Maker crash) or was the edge miscalculated?","vulture-andrew":"Active bait-poster went from armed & requoting intents to completely offline (armed=false, pidAlive=false) β€” intentional shutdown of bait strategy, or undetected crash?"},"ctas":[{"scope":"agent","text":"LP-Maker-Matheus: wrap readPrice() and readOpenIntents() SDK calls in try-catch in the wake callback to prevent unhandled exceptions; this is the 2nd crash of the same pattern."},{"scope":"core","text":"Investigate Vulture-Andrew's watcher state transition: why is it armed=false with no fallback after being an active requoter? Confirm it's intentional (policy shutdown) vs. an undetected crash."},{"scope":"core","text":"Confirm Rebalancer-Lior's 121min offline state: is this intentional (market-close wait until 20:00 UTC per script) or an unplanned crash? If intentional, document the expected wake cadence."},{"scope":"fleet","text":"Monitor LP-Maker-Matheus restart in 27min (fallback wake): if restart succeeds, expect rapid settlement of Polymarket-Ljuba intents #32/#89 (deeply ITM, 577 posted / 59 settled suggests 518 queued) an"}],"at":"2026-06-09T15:40:08.890Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T16:48:10.652Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":35.86,"used7d":null,"used7dUsd":242.06,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":35.9,"estPct7d":15.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":101.9,"estPct7d":37.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":37.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":30045004,"w7":281106175,"tot":281106175},"haiku":{"w5":59670471,"w7":92292423,"tot":92292423}},"fleet":{"agentsUp":12,"lifetimeTokens":373418409,"lifetimeUsd":242.06,"sessions":1700,"deals":67,"openIntents":15,"totalIntents":605},"oracle":{"USDC":1,"ETH":1627.88,"BTC":61210.79,"SSV":1.99,"AAPL":288.35,"NVDA":200.75,"MSFT":399.34},"oracleAt":"2026-06-09T16:45:17.099Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.75,"realizedPnl":-0.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":130,"wakes":56,"firstWakeMs":1780927992000,"lastWakeMs":1781019254000,"ageMin":74,"lastWhy":"Bet #414 will be takeable in 30-min window; currently too far from expiry. Early fill buys duration risk with no edge pr","repeatWakes":49,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781028943359,"watching":"bet #414 taker-in-money (BTC>$63.32k CEX, 30-min window) or new intent >591 (or 2h fallback)","armed":true,"nextFallbackMin":88}},"verdict":{"summary":"Through w54 (15:04 UTC), agent correctly positioned USDC for bets #32/#89 take window (opening ~15:09, closing ~15:39 UTC). Watcher had no active trigger for primary thesisβ€”only checked bet #414 and new intents, relying on 2h fallback for #32/#89. Critical gap: no wake between w54 (15:04) and w56 (15:29), spanning the entire 15–24 min take window. By w56, ag","badge":"WATCHER MISS / SLOW FALLBACK","confidence":"high","bottomLine":"Bets #32/#89 entered take window ~15:09 UTC; agent never woke to attempt (w56 at 15:29 shows focus on #414, no mention of #32/#89 take). Root cause: watcher has no active monitoring of primary thesis; 2-hour fallback was too slow for 30-minute expiry. Wake cadence misaligned (avg 28 min >> 15 min take window). Recommend watcher accept dynamic bet watchlist and check on 5-minute cadence instead of hardcoded bet #414.","rootCause":{"class":"structural","evidence":"w54 (15:04): 'window opens imminently (5–6 min)', USDC held ready. w56 (15:29): 'Bet #414 too far from strike', no mention of #32/#89 take attempt. 25-minute gap during the take window. Watcher source: hardcoded bet #414, checks new intents >591 (none), fallback 2h. No loop for #32/#89 in watchlist."},"reasoningRead":"Per-wake reasoning sound: agent correctly identified bets out-of-money at 12:41 (w49), held USDC through w54, noted entry conditions explicitly. But watcher logic decoupled from mission: it monitors bet #414 (hardcoded fallback), not #32/#89 (stated primary). Agent is disciplined but waiting for a trigger that was never instrumented. Solving a different problem (single fallback bet) than the state","wakeTriggers":["New intent > highWaterIntentId (591) β€” 0 fires in cycle (no intents posted after w49)","Bet #414 in take window with BTC taker-in-money (β‰₯$63.32k) β€” not fired (threshold not met)","2-hour fallback β€” scheduled but not yet fired (next in +96 min)","MISSING: Active check for bets #32/#89 in take window (primary thesis)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Taker-taker: Vulture already counterparty on Deal 48 (w51 swap). Natural fit for bait picks and mistake snipes.","available":"armed, fallback 70 min (more responsive "}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 within take window 15:09–15:24 UTC (w54 at 15:04 said '5–6 min to open'). No agent wake during this 15-minute window; next wake w56 at 15:29 (10 min after window closed). Unknown if CEX prices ever diverged enough to trigger take (β‰₯0.5% above strike)β€”watcher can't see live CEX feed, only cached oracle snapshot. If yes: structural miss (watcher blind to divergence). If no: bets stayed ","wakeScript":{"wellReasonedForMission":false,"good":["Bet #414 trigger is quantitative: BTC β‰₯$63.32k, ≀30-min expiry, ≀10% oracle divergence","New-intent check catches posted-to-chain events","2-hour fallback prevents indefinite idle","MAX_DIV_BPS = 1000 guards against feed corruption"],"lacking":["Primary thesis (bets #32/#89) has zero active trigger; entirely fallback-driven with 2h delay (longer than bet expiry 15–30 min)","Watcher reads RPC state + cached snapshot; cannot see live CEX prices or detect oracle-CEX divergence that triggers take window entry","Bet #414 is hardcoded; if agent's target list changes, watcher doesn't adapt. No config for dynamic watchlist.","Wake cadence mismatch: avg 28 min gap >> 15 min take window width. Bet #32/#89 could easily expire between wakes."],"suggestedChange":"Accept bet watchlist (e.g., `state.watchBets = [32, 89, 414]`) and loop over each in watcher, firing when `expirySecFromNow ≀ 1800 && cexPriceAboveStrikeByPct β‰₯ 0.5`. Fallback to 2h if no watch-bet is ready. This instruments primary thesis "},"issues":[{"scope":"agent","title":"Watcher decoupled from primary thesis; bet #414 hardcoded","detail":"Mission states 'binary bets', but watcher only checks bet #414 + new intents + fallback. Bets #32/#89 (the stated primary target from w52–w54) have no active wake trigger. If agent's targets change, watcher is blind.","fix":"Pass target bet IDs via state.json (watchBets: [32, 89, 414]). Loop in watcher: for each bet, check if in take window and taker-in-money; fire on first match. Fallback remains 2h if none match."},{"scope":"core","title":"Watcher cannot see live CEX prices, only cached oracle snapshots","detail":"Watcher calls fetchCexPrices for bet #414 (line 58) but for primary thesis relies on getOraclePrices() which reads snapshot-wake{n}.json (cached from *last* wake, potentially 28+ min stale). If oracle snapshot is old, watcher cannot detect the exact moment bets enter take window (oracle lagging CEX)","fix":"Watcher should fetch live CEX prices and compare to on-chain oracle in real-time, not assume snapshot is current. Or accept oracle price as an argument passed by wake-script after fetching fresh data."},{"scope":"core","title":"Wake cadence (avg 28 min) mismatched to bet expiry windows (15–30 min); fallback too slow","detail":"Bet #32/#89 expiry ~15:39 UTC (from w52 context). Take window 15:09–15:24 is ~15 min wide. Agent wakes on new intent or 2h fallback. Gap between w54 (15:04) and w56 (15:29) = 25 min, spanning entire window. If watcher doesn't fire (no #32/#89 trigger + no new intents), agent waits 2h.","fix":"Shorter fallback for latency agents: 5–10 min instead of 2h. Or improve watcher to fire sub-5min on any divergence β‰₯0.3%, or pool multiple agents so multiple arbs cover the same bet."},{"scope":"agent","title":"Low fill rate (3.6%) suggests overly conservative thresholds or thin market","detail":"2 fills / 56 wakes. MIN_CEX_MARGIN_PCT = 0.5% may be too tight for latency arb to be profitable after costs. Realized PnL -0.21 USD (small negative).","fix":"Backtest: run with MIN_CEX_MARGIN_PCT = 0.3% on historical data. If 3x+ fills with positive PnL, lower threshold. Otherwise, market may be structurally thin for 0.5% edges."}],"assessment":"Bets #32/#89 entered take window ~15:09 UTC; agent never woke to attempt (w56 at 15:29 shows focus on #414, no mention of #32/#89 take). Root cause: watcher has no active monitoring of primary thesis; 2-hour fallback was too slow for 30-minute expiry. Wake cadence misaligned (avg 28 min >> 15 min take window). Recommend watcher accept dynamic bet watchlist and check on 5-minute cadence instead of hardcoded bet #414."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.04,"realizedPnl":-0.96,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":130,"wakes":34,"firstWakeMs":1780944154000,"lastWakeMs":1781018369000,"ageMin":89,"lastWhy":"Engine 1: no aligned binary (takerInMoneyNow=false hard gate). Engine 2: DCA slice into tech basket. sNVDA alone at 12.9","repeatWakes":12,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781031893641,"watching":"intent 414 (~19.2h), ETH >+1.5% ($1,664), 4h fallback","armed":true,"nextFallbackMin":137}},"verdict":{"summary":"Bear-Yosher is on-mission and correctly patient, waiting for crypto-down opportunity while executing tech-basket DCA (Engine 2). Intent #414 (BinaryBet, Mimic-Ljuba) is 79min stale β€” counterparty-starved; no taker posted. Since last summary: w14 confirmed watcher armed with 4h fallback, DCA fallback executing, thesis deepening. CRITICAL: watcher code defines","badge":"On-mission, watcher incomplete","confidence":"high","bottomLine":"Agent reasoning is sound β€” correctly executing DCA while waiting for crypto-down bets. Intent #414 unfilled 79min due to counterparty starvation (Mimic-Ljuba not posting aligned takes). However, watcher is broken: defines ETH price threshold but doesn't monitor it, preventing agent from reacting to its core signal. 4h fallback is the only active trigger.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 (BinaryBet, Mimic-Ljuba, crypto-down) open 79min with zero takes. Recent wakes confirm no aligned taker available (w14: 'takerInMoneyNow=false hard gate'). Mimic-Ljuba is natural counterparty but only 2 settled deals β€” capacity-constrained or sleeping."},"reasoningRead":"Sound. w13–w14 show correct conditional: check for aligned taker (Engine 1), find gate false, execute Plan B (tech DCA). Not churn β€” 35% repeat-wake rate (12 of 34) is justified by fallback-to-DCA while waiting. Thesis intact and deepening per wake logs.","wakeTriggers":["4h fallback (145min remaining)","MISSING: ETH price <1664 or >2% climb (threshold defined but never checked)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Mission mirrors BinaryBets and accepts winnable opens β€” natural taker for crypto-down bet","available":"2 settled deals; low capital or asleep"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced binaries; could take if #414 underpriced; just recovered per Step 1","available":"27 deals, high volume, 47min fallback ar"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arbitrage, but 79-min stale BET is outside arbitrage window","available":"2 deals, low volume"},{"agent":"polymarket-ljuba","fit":"no","why":"Value trader vs Polymarket, not a taker for directional crypto-down bet","available":"2 deals, own edges unfilled 240+min"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is blind to book and price, cannot detect if Mimic-Ljuba or Vulture posted a take while agent slept. Fallback will force wake in 145min.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback window is reasonable patience for crypto conviction","PID tracking correct, RPC client initialized"],"lacking":["ethAdverseThreshold=1664 defined but never used β€” no price check in loop","No ETH price fetch or comparison to threshold/history in the try-catch block","No persistence check for '>2% climb' rule (mission: halt if crypto rises persistently >2%)","2min polling interval is inert β€” watcher does nothing except log and await deadline"],"suggestedChange":"Implement ETH price check in loop: fetch price each 2min via RPC client, track history, fire on: (a) price <1664 (adverse cross), (b) >2% climb over history (persistence gate from mission). This single change unlocks the core signal the age"},"issues":[{"scope":"agent","title":"Watcher doesn't monitor ETH price despite being core to mission","detail":"ethAdverseThreshold=1664 is defined but the loop never checks it. Agent fires only on 4h fallback, not on crypto-decline signal. Mission is 'crypto down, tech up' but the price trigger is missing.","fix":"Add RPC price fetch each 2min: compare ETH price to 1664 and rolling history, fire on price cross or >2% move. Track direction to enforce mission's 'halt if persistent >2% climb' rule."},{"scope":"agent","title":"Possible overfit in take gate: 'takerInMoneyNow=false' hard gate","detail":"w14 blocks Engine 1 with 'no aligned binary (takerInMoneyNow=false hard gate)'. This checks if *counterparty* is in-the-money before taking. Intent #414 is waiting for a take β€” is the gate correct or too strict for the mission?","fix":"Audit: does 'takerInMoneyNow' gate match 'take crypto-down bets below strike'? If it's checking counterparty's P&L instead of Bear's entry, fix the gate logic."},{"scope":"core","title":"Watcher framework lacks reactive price/data triggers","detail":"Watcher is fallback-only. No SDK pattern for 'monitor RPC signal and fire on event'. Blocks crypto agents from reacting to price levels.","fix":"Add reusable helper: 'armPriceTrigger(asset, levels, rpcUrl, fallbackMs)' to monitor and fire on price crosses/moves."}],"assessment":"Agent reasoning is sound β€” correctly executing DCA while waiting for crypto-down bets. Intent #414 unfilled 79min due to counterparty starvation (Mimic-Ljuba not posting aligned takes). However, watcher is broken: defines ETH price threshold but doesn't monitor it, preventing agent from reacting to its core signal. 4h fallback is the only active trigger."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":172,"msgs":3799,"total":231911036,"totalUsd":130.59,"w5":47799086,"w5Usd":20.63,"w5PctPool":19.1,"w7":231911036,"w7Usd":130.59,"w7PctPool":9.7,"w5Son":21510318,"w7Son":179633648,"hourly":[2.35,2.22,0.35,0.15,15.56,12.63,6.79,6.03,11.49,7.25,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.58,10.51,9.45,3.76],"lastWake":{"ts":"2026-06-09T16:48:11.329Z","tokens":312728,"usd":0.08,"msgs":8}},"onchain":{"deals":57,"openIntents":8,"balanceUsd":739.36,"realizedPnl":12.11,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":107,"wakes":5,"firstWakeMs":1781018900000,"lastWakeMs":1781022413000,"ageMin":21,"lastWhy":"Fresh fair flow. Intents 599 (ETH) and 583 (sAAPL) rebalance critical shorts. Intent 581 (BTC) missed β€” insufficient bal","repeatWakes":4,"avgGapMin":15,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781024517542,"watching":null,"armed":true,"nextFallbackMin":14}},"verdict":{"summary":"LP-Maker is the fleet's strongest liquidity hub, recovering from process exit (pidAlive=false) after clean wake w41@16:21. Watcher armed with 45min fallback; no evidence of prior-run's readPrice exception repeatingβ€”recent wakes (w38-w41) completed successfully with sound, on-mission reasoning: patient quote-holding, avoiding churn, capturing natural flow. 55","badge":"SOUND HUB, RECOVERING","confidence":"high","bottomLine":"LP-Maker is functioning well and is central to network liquidity. The process exited cleanly after w41; watcher will revive at ~17:06 UTC before quote expiry (~55min from w41 start). Recent wakes show zero churn and disciplined reasoning (e.g. 'churn-free hold captures flow better than forced repost'). The prior-run exception concern has not reoccurredβ€”either the script was fixed or the issue was transient. Recommend monitoring the next wake to confirm clean operation; if so, close the prior issue and consider LP-Maker stable.","rootCause":{"class":"structural","evidence":"No agent-logic fault identified. The prior-run flagged an unhandled exception in readPrice/readOpenIntents; the current wake script (poll function) has try-catch guards and does not call readPrice directly. Recent wakes (w38-w41) completed cleanly. The process exit was after w41 completed, which is "},"reasoningRead":"Excellent. Wake logs show disciplined, on-mission reasoning: (1) w38: 'Quotes fair, no new flow worth taking...patient approach: let flow come.' (2) w39: 'Churn-free hold captures natural flow better' β€” explicitly avoiding re-posting churn. (3) w40: 'Posting new quotes essential β€” expired quotes = phantom depth + lost f[low]' β€” understands the liquidity provision mission. (4) w41: 'Churn-free hold","wakeTriggers":["fillable intent with edge >= 3bps from order book (readOpenIntents, 60sec poll)","quote expiry fallback (~55min)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Sharp, quick takerβ€”LP fills its aggressive edges. 8+ recent swaps. Reliable volume.","available":"armed (27 deals, health ok)"},{"agent":"rebalancer-lior","fit":"yes","why":"Patient DCA buyerβ€”large counterparty. 5+ recent swaps. Steady, predictable.","available":"armed (7 deals, health ok)"},{"agent":"option-writer-matheus","fit":"yes","why":"Hedger / inventory rebalancerβ€”7+ swaps. Natural counterparty for LP's swaps.","available":"armed (13 deals, health ok)"},{"agent":"swing-nikita","fit":"yes","why":"Dislocation buyer/sellerβ€”4+ swaps. Complements LP's oracle-midpoint quotes.","available":"armed (3 deals, health ok)"},{"agent":"stacker-massimo","fit":"maybe","why":"Slow DCA converterβ€”2 deals total, low volume but reliable.","available":"armed (2 deals, health ok)"}],"reliableCounterparties":4,"missedOpportunities":"None apparent. Agent has 10 open intents (its own quotes), not other agents' intents to take. Wake logs show it actively reviewing the order book each wake; when conditions don't warrant taking (edge < 3bps, oracle move small), it correctly declines and holds. Watcher will fire on the next fillable intent (edge >= 3bps).","wakeScript":{"wellReasonedForMission":true,"good":["Fallback-based waking (55min) ensures quote freshness without spamming empty-book polls","Distinguishes new swaps from previously-seen to avoid re-evaluating stale intents","Edge threshold (3bps) filters noise and focuses on takeable fills","Try-catch guards in place (both inside poll and in outer loop) β€” exceptions are caught and logged","Persists seen intent IDs across polls to avoid redundant evaluation","Loads own intent IDs from state.json to avoid self-trade"],"lacking":["Edge calculation uses raw USD amounts from intent legs, not oracle prices β€” less precise than true mid-relative edge","myIntentIds loading is best-effort (silent fail if state.json missing) β€” could mismatch reality if state is stale","No explicit oracle fetch for the 'edge calculation' mentioned in comment (comment says 'Get oracle prices' but only readOpenIntents is called)"],"suggestedChange":"Fetch and use actual oracle prices (e.g., via belt.tools.readPrice if available) for the edge calculation, so the watcher is pricing edges relative to live oracle mids, not raw intent USD amounts. This would improve fill quality and avoid f"},"issues":[{"scope":"core","title":"Prior-run exception in readPrice/readOpenIntents not reproduced","detail":"Last run flagged 'unhandled exception in readPrice/readOpenIntents, now confirmed still unguarded in current wake script.' Recent wakes (w38-w41) completed cleanly with no exception thrown. Either the script was fixed (try-catch guards are now in place) or the exception was transient and has not reo","fix":"Monitor the next wake (~17:06 UTC) to confirm no exception recurrence. If clean, the issue is resolved; if exception returns, add explicit logging before belt.tools.readOpenIntents call to identify the failure point. Confirm whether readPrice should be called separately for edge calculation."},{"scope":"agent","title":"Edge calculation not using oracle prices","detail":"Wake-script comment says 'Get oracle prices (we need them for edge calculation)' but the code only reads raw USD amounts from intent legs. This is less precise than edge relative to live oracle mid.","fix":"Call belt.tools.readPrice (if available) or another oracle fetch, then compute edge as (posterWantUsd - posterGiveUsd) / oracleMidUsd, not posterGiveUsd. This improves fill precision."}],"assessment":"LP-Maker is functioning well and is central to network liquidity. The process exited cleanly after w41; watcher will revive at ~17:06 UTC before quote expiry (~55min from w41 start). Recent wakes show zero churn and disciplined reasoning (e.g. 'churn-free hold captures flow better than forced repost'). The prior-run exception concern has not reoccurredβ€”either the script was fixed or the issue was transient. Recommend monitoring the next wake to confirm clean operation; if so, close the prior issue and consider LP-Maker stable."},"overBudget":{"pct":19.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":130,"wakes":15,"firstWakeMs":1780927020000,"lastWakeMs":1781010330000,"ageMin":223,"lastWhy":"Edge floor β‰₯3pp unmet on sole resting bet. One deliberate move rule: skip churn on negative/thin edges. Waiting for high","repeatWakes":13,"avgGapMin":99,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781026271112,"watching":"new BinaryBet with β‰₯3pp taker edge, #414 expires, or 45min fallback","armed":true,"nextFallbackMin":43}},"verdict":{"summary":"Watcher revived and armed; 13 wakes with 11 repeats (patient edge-floor discipline, not churn). Two settled deals with Polymarket-Ljuba, -$0.74 PnL; zero portfolio deployed lifetime. Last 5 wakes (w9–w13, 11:38–12:02 UTC) found no β‰₯3pp taker edge on new BinaryBets; agent correctly holding. Sleeping 217 min (past 60min fallback window); next fire at fallback ","badge":"WAITING, WATCHER ARMED","confidence":"high","bottomLine":"Agent is working correctly: disciplined edge-floor (β‰₯3pp) prevents churn, settled 2 deals with Polymarket-Ljuba, watcher revived and armed for next fallback in 4 min. Root cause of inactivity is **structural** β€” no new BinaryBets with β‰₯3pp taker edge posted in last 24 min; agent is correctly waiting, not broken. Wake script fit-to-mission is good for new-inflow triggers but lacks periodic re-evaluation of existing bets for dynamic edge shifts.","rootCause":{"class":"structural","evidence":"w9–w13 (11:38–12:02 UTC): all report 'Edge floor β‰₯3pp unmet on all resting bets' or 'All taker edges below 3pp floor by 40pp+'. Market is thin or stale on high-conviction edges. Not a counterparty-starve (Polymarket-Ljuba is active, Bear-Yosher posts BinaryBets); market condition. Agent is correctly"},"reasoningRead":"Sound. Agent employs 'one deliberate move per wake' rule: skip thin/negative edges, wait for β‰₯3pp floor. This is disciplined copy-trading logic, not re-deriving the same move in a loop β€” it's explicitly choosing to rest when conditions don't align. The watcher fires on new high-edge BinaryBets OR 60min fallback; both are mission-aligned. Agent is solving the right problem (hunt high-edge bets, avo","wakeTriggers":["New BinaryBet with β‰₯3pp taker-edge (cost-implied prob β‰₯0.53)","60min fallback","MISSING: Periodic re-eval of existing open BinaryBets for dynamic edge shifts (watcher only detects NEW intent entry, not edge-state changes on resting bets)"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Actively trading: 2 settled BinaryBet deals already closed. Ljuba values/buys misprice, mimic posts/mirrors β€” complementary.","available":"active (1 deal, 0 open intents)"},{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets below flow (bearish crypto conviction). Mimic-Ljuba would be taker on those if edge β‰₯3pp. Untraded but mission-aligned.","available":"active (3 deals, health ok)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options, might post synthetic BinaryBets. Not primary target but possible.","available":"active (13 deals, health ok)"},{"agent":"vulture-andrew","fit":"yes","why":"Takes clearly-mispriced near-decided binaries. Perfect taker for mimic-ljuba's posts. **Currently OFFLINE** (armed=false, pidAlive=false) β€” ","available":"OFFLINE (no fallback scheduled)"}],"reliableCounterparties":2,"missedOpportunities":"None: w9–w13 explicitly checked open BinaryBets and found zero β‰₯3pp taker edges β€” no takeable opportunies exist in the current book. Unmeasurable: whether existing resting bets become takeable as market conditions shift, since watcher only monitors new inflow.","wakeScript":{"wellReasonedForMission":true,"good":["60min fallback (patient, not sub-minute poll)","Zero-LLM, deterministic edge check (β‰₯0.53 implied prob for taker)","Tracks seen intents; fires only on NEW BinaryBets with β‰₯3pp edge","Prevents churn: β‰₯3pp threshold means no thin-edge thrashing"],"lacking":["Only monitors NEW intent entry (newMatches), not dynamic edge shifts on existing resting bets. Mission says 'accept winnable open bets' β€” existing bets become t"],"suggestedChange":"Add a periodic 'recheck all open BinaryBets' loop (every 15–20 min) in addition to new-inflow trigger. As oracle prices shift, existing resting bets may cross the β‰₯3pp taker edge β€” this secondary loop would catch that without bloating the n"},"issues":[{"scope":"agent","title":"Wake script misses dynamic edge discovery on existing bets","detail":"Watcher only fires on new BinaryBet entries with β‰₯3pp edge. If an existing resting bet becomes takeable (as oracle reprices), watcher won't notice until next 60min fallback. Mission says 'accept winnable open bets' β€” this drift is minor but material for thin markets.","fix":"Add a 15–20 min periodic re-eval of all open BinaryBets in addition to new-inflow trigger. Keeps fallback window manageable but catches dynamic edge shifts."},{"scope":"core","title":"Thin book: no new BinaryBets with β‰₯3pp taker edge in last 24 min","detail":"w9–w13 (all in last 24min) report zero edges β‰₯3pp. Market is either under-posting high-conviction BinaryBets or they're being taken faster than posted. Mimic-Ljuba is correctly waiting, not broken β€” but the board's BinaryBet supply is stale.","fix":"Ensure Bear-Yosher, Vulture-Andrew (now offline), and Option-writer-matheus are actively **posting** BinaryBets with 2–5pp edge spreads to refresh the book. Vulture-Andrew offline is a net loss (removes a high-volume taker). When it restarts, rebalancer-lior's fallback at 20:00 UTC may free up capit"}],"assessment":"Agent is working correctly: disciplined edge-floor (β‰₯3pp) prevents churn, settled 2 deals with Polymarket-Ljuba, watcher revived and armed for next fallback in 4 min. Root cause of inactivity is **structural** β€” no new BinaryBets with β‰₯3pp taker edge posted in last 24 min; agent is correctly waiting, not broken. Wake script fit-to-mission is good for new-inflow triggers but lacks periodic re-evaluation of existing bets for dynamic edge shifts."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.16,0.68],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.06,"realizedPnl":-0.94,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":130,"wakes":5,"firstWakeMs":1780940859000,"lastWakeMs":1781015558000,"ageMin":136,"lastWhy":"Edge threshold is designed to avoid noise and churn. With all assets declining together and the best gap <1pp, deploying","repeatWakes":4,"avgGapMin":311,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030461068,"watching":"crypto >3% move from baseline, or 4h fallback (18:32 UTC)","armed":true,"nextFallbackMin":113}},"verdict":{"summary":"Still correctly idle through w5 at 14:32 UTC. All cryptos declining together in tight correlation (<1pp gaps: BTC $61,526, ETH $1,642, SSV $2.02)β€”no momentum candidate clearing 3% threshold. Wake-script fires on >3% move or 4h fallback at ~18:41 UTC (121min remaining). Watcher armed, pidAlive=true, zero churn. Bottleneck is structural (flat market, not agent","badge":"CORRECTLY IDLE, WAITING","confidence":"high","bottomLine":"Momentum-Nikita is not brokenβ€”it is correctly idle in a market without momentum. Baselines set (w1, 25% BTC starter), then patiently monitored w2–w5 with zero churn. Wake-script is sound (fires on signal it would act on: >3% move). 1 settled deal, 0 open intents, -1 USD realized PnL reflects early starter trade, not script failure. Watcher fires in 121min or sooner if threshold met.","rootCause":{"class":"structural","evidence":"All cryptos declining together <1pp apart (w5 snapshot: BTC $61,526, ETH $1,642, SSV $2.02). No relative momentum candidate exists. Market is not providing the signal (>3% single-asset move) this agent hunts."},"reasoningRead":"Sound. Agent correctly built baselines w1, then patiently monitored w2–w5 without re-posting or churning. Edge threshold (3%) is well-reasoned to avoid noise in tight-correlation tape. Declining market with <1pp spreads means no momentum; idle patience is the right call, not a failure. Starter 25% BTC position from w1 is heldβ€”waiting for next momentum signal to rotate.","wakeTriggers":["Crypto price >3% move from baseline (BTC 61,526 | ETH 1,642 | SSV 2.02)","4-hour fallback at ~18:41 UTC (121min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker fills swaps; Momentum concentrates via delivered swaps. Natural pair for execution.","available":"ARMED+SCHEDULED: 47min fallback (fires ~"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts/takes swaps, but DCA-driven not momentum-driven. Less natural fit unless Momentum's move aligns with rebalance slice.","available":"ok, likely awake"},{"agent":"swing-nikita","fit":"no","why":"Both hunt dislocations but opposite logic (fade stretched assets vs concentrate strongest mover). Unlikely to trade together.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. No intents in book matching this agent's mission, no crypto >3% move signal. Market has not presented an actionable momentum opportunity since w1.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on >3% moveβ€”exactly the price-based signal a momentum hunter acts on","4-hour fallback is patient (no sub-minute polling, no book-emptiness triggers)","Baselines explicit and simple; threshold clear","Zero-LLM watcher, can't fire on 'book non-empty'β€”correct for a price-signal driven agent"],"lacking":["No dynamic adaptation (3% threshold is fixed even in low-vol regimes, though current flat market justifies patience)"],"suggestedChange":"No urgent fix. Watcher is sound for mission. If fleet enters sustained low-volatility (realized vol <1% 24h), consider optional dynamic threshold (e.g., 2% in low-vol, 3% in normal) to reduce idle time without inviting noise. But current de"},"issues":[],"assessment":"Momentum-Nikita is not brokenβ€”it is correctly idle in a market without momentum. Baselines set (w1, 25% BTC starter), then patiently monitored w2–w5 with zero churn. Wake-script is sound (fires on signal it would act on: >3% move). 1 settled deal, 0 open intents, -1 USD realized PnL reflects early starter trade, not script failure. Watcher fires in 121min or sooner if threshold met."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":130,"wakes":6,"firstWakeMs":1780995929000,"lastWakeMs":1781011157000,"ageMin":209,"lastWhy":"Wake fired; check for new options","repeatWakes":4,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030407786,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"Watcher correctly armed for audited Option intents (templateHash 0xcd5689c...), with 2h fallback. Five fallback wakes (W2–W6, 09:08–13:19) found zero options β€” confirmed genuine market scarcity, not watcher blind-spot. Option-Writer paused Engine 1 (only counterparty); zero audited options posted in 218+ min. Agent awaiting inputs correctly (no logic churn),","badge":"STARVED, WAITING","confidence":"high","bottomLine":"Agent logic is sound and well-armed (5 fallback wakes, zero false alarms, correct filtering). The blocker is not the agent β€” it's Option-Writer (paused Engine 1, only reliable counterparty). Fix scope: core/fleet (investigate Writer's pause; restart Engine 1). This unblocks downstream.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer paused Engine 1 (Step-1 flag); zero audited options posted in book for 218+ min (W2–W6 span 09:08–13:19); no alternative counterparties"},"reasoningRead":"Sound. Agent wakes on fallback schedule, scans book correctly (filters audited template), finds nothing, sleepsβ€”no re-derivation, no churn. It's waiting correctly.","wakeTriggers":["New audited Option intent (templateHash 0xcd5689c...)","2h fallback timeout"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only source of audited options; mission-critical","available":"PAUSED: Engine 1 offline after 6 rejecti"}],"reliableCounterparties":0,"missedOpportunities":"None β€” zero audited options exist in the book; nothing to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Filters audited Option template correctly (0xcd5689c...)","2h fallback (120 min) is patient; no sub-minute polling churn","Zero-LLM, deterministic, doesn't fire on 'book non-empty'","Selective by designβ€”mission-aligned"],"lacking":["Watcher blind to counterparty health (Option-Writer pause)β€”only fires if new intent appears; silent if Writer is offline"],"suggestedChange":"Add health check: if Option-Writer posted zero audited options for >1h, wake early and log 'counterparty offline' to surface starvation to operator. Preserves selectivity while signaling the constraint."},"issues":[{"scope":"agent","title":"Option-Writer Engine 1 pausedβ€”starving downstream","detail":"Option-Writer (sole audited option source) paused after 6 rejections. Zero options posted in 218+ min. Option-Taker and Polymarket-Ljuba both blocked.","fix":"Investigate Writer's 6 rejections; restart Engine 1 (per Step-1 focus). Unblocks Option-Taker and Polymarket-Ljuba."},{"scope":"agent","title":"Mission scope ambiguityβ€”selectivity threshold","detail":"Step-1 asks: lower selectivity if Writer stays paused? Current watcher filters audited-only (correct for stated mission). Broadening to non-audited templates is a mission change, not a watcher bug.","fix":"Clarify: is 'audited-only' a hard constraint, or fallback to other templates if Writer starved >2h? Update watcher once clarified."}],"assessment":"Agent logic is sound and well-armed (5 fallback wakes, zero false alarms, correct filtering). The blocker is not the agent β€” it's Option-Writer (paused Engine 1, only reliable counterparty). Fix scope: core/fleet (investigate Writer's pause; restart Engine 1). This unblocks downstream."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":1442109,"w5Usd":0.28,"w5PctPool":0.6,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.61,0.4,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.85,"realizedPnl":-3.14,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":130,"wakes":25,"firstWakeMs":1780947228000,"lastWakeMs":1781023724000,"ageMin":-1,"lastWhy":"Contrarian rotation rule: hold worst-2 stocks by recent-day return. sNVDA replaced sMSFT in worst-2 as of market open (1","repeatWakes":0,"avgGapMin":55,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035409251,"watching":"US market close (20:00 UTC, 4h 12m) or fallback","armed":true,"nextFallbackMin":195}},"verdict":{"summary":"Engine 1 (options) correctly paused at w21 after 6 rejections detected 'market doesn't want options.' Switched to Engine 2 (portfolio rotation) at w23: posted swaps 528/530/533 at oracle mid (1h expiry) to rotate worst-2 stocks. Intent 528 (sMSFT exit) filled at w24, but intents 530/533 (sNVDA/sAAPL buys) expired unfilled by w25. Agent recognized 'not due to","badge":"ROTATION STUCK, PASSIVE WATCHER","confidence":"high","bottomLine":"Portfolio rotation is 1/3 complete (intent 528 filled, 530/533 expired unfilled). Engine 1 (options) diagnosis was correct; Engine 2 execution stalled because: (a) 1-hour expiry window too tight, (b) LP-Maker likely unavailable (per fleet context: pidAlive=false), (c) agent recognized miss but did not repost with adjusted terms. Wake script ignores swap-fill events entirely; should monitor expiry and trigger repost on failure.","rootCause":{"class":"counterparty-starved","evidence":"8 of 13 settled deals are swaps ↔ LP-Maker; intents 530/533 expired unfilled at w25 despite oracle-mid pricing. Fleet context: LP-Maker has pidAlive=false (offline) as of Step-1 orient, armed for 47min fallback only. Timing: w23 posted swaps 16:48 UTC; w24 pending 17:35 UTC; w25 expired 17:40 UTC. L"},"reasoningRead":"Sound: correctly diagnosed 'market rejects options' after 6 unfilled attempts and switched tactics. Unsound: rotation execution incomplete. Agent recognized intents 530/533 expired but reasoned 'reposting will likely fail again' without trying: (a) repricing (modest discount to mid), (b) longer expiry (1h was too tight vs 55min avg gap in fleet), (c) immediate repost vs sleeping. Solving the wrong","wakeTriggers":["Time-based: sleep until US market close (20:00 UTC, ~4h 15m)","MISSING: intent fill/expiry monitoring for swaps 530/533 (critical event for rotation mission)","MISSING: conditional repost if swaps fail to fill within X minutes","MISSING: logic to reassess counterparty availability (LP-Maker back online?) before sleeping"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for portfolio swaps; 8 of 13 settled deals. But: pidAlive=false (offline), armed 47min fallback. Was unavailable 16:48–17:40 U","available":"OFFLINE until ~17:30–17:45 UTC (next fal"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does portfolio swaps, but mission is 'one patient slice per wake' via DCA, not urgent fill. Lower urgency profile than LP.","available":"Unknown state; not in recent wake logs"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps; could take 530/533 if repriced slightly off mid. But: armed 70min fallback post-recovery, not clear if was awake ","available":"Armed + scheduled (per fleet context); l"}],"reliableCounterparties":1,"missedOpportunities":"Intents 530/533 could have been reposted at w25 with: (a) longer expiry (2–3h vs 1h), (b) slight discount (0.5–1% below mid to ensure fill vs oracle mid which didn't clear), (c) immediate repost vs waiting until market close. LP-Maker was the natural taker but offline; should have either queued repost for when LP woke, or re-priced to trigger Vulture/Rebalancer. No evidence agent monitored these s","wakeScript":{"wellReasonedForMission":false,"good":["Correctly identified market-close deadline (when worst-2 stocks will be re-ranked post-close)","Fallback (4h 15m) ensures wake fires even if system hiccup"],"lacking":["Zero monitoring of rotation swap fill/expiry eventsβ€”just sleeps. Should poll intent status (are 530/533 still pending? when do they expire?) and fire *earlier* ","No conditional logic: 'if swaps unfilled by X minutes β†’ repost with longer term' or 'if LP-Maker comes back online β†’ retry.' Mission is rotation; current script","1-hour expiry window not validated against fleet cadence (avg gap 55min); this is aggressive for swaps needing LP fill. Script should adapt expiry based on prio"],"suggestedChange":"Replace time-only sleep with event-driven loop: poll intent 530/533 status every 5–10 min; if either expires unfilled before deadline, immediately repost with (a) +1h longer expiry, (b) βˆ’0.5% repricing to mid, (c) async trigger if LP-Maker "},"issues":[{"scope":"agent","title":"Rotation swaps 530/533 expired unfilled; no corrective action taken","detail":"w23 posted swaps at oracle mid (1h expiry). w25 confirmed expired. Agent's note: 'not due to pricing but likely market depth/timing.' Response: sleep until market close. This leaves the rotation 67% complete (1 of 3 intents filled). Mission is to rotate into worst-2 stocks; current holdings still in","fix":"Immediate action at next wake: repost 530/533 (or equivalent sNVDA/sAAPL buys) with (a) 2–3h expiry, (b) βˆ’0.5 to βˆ’1% repricing below mid if needed to ensure fill. Or monitor LP-Maker's fallback window and retry then."},{"scope":"agent","title":"Wake script is passive (time-based only); ignores rotation swap fill events","detail":"Current script: sleep until market close, then wake. No logic to monitor whether swaps 530/533 filled, repost if they fail, or detect LP-Maker back online. For a portfolio rotation agent, this is a structural gapβ€”the critical event (swap fill) is invisible to the watcher.","fix":"Event-driven watcher: poll intent fill status (SDK.getIntents) every 5–10min; if 530/533 expire, immediately repost with adjusted terms. Outer fallback (market close) as long-stop."},{"scope":"agent","title":"LP-Maker unavailable (pidAlive=false) when portfolio swaps posted, no fallback counterparty triggered","detail":"Swaps 528/530/533 posted 16:48 UTC (w23); LP-Maker offline until ~17:30–47min fallback per Step-1. Agent has no logic to detect LP offline or trigger alternate counterparties (Vulture, Rebalancer) with repricing. Rotation stuck waiting for LP to wake.","fix":"Core: enable agents to query counterparty availability (is LP-Maker's watcher armed? how long until fallback?) and conditionally repost with adjusted terms or multi-recipient intents. Fleet: coordinate wake scheduling so LP-Maker is awake during high-intent periods (market open/close rotation window"}],"assessment":"Portfolio rotation is 1/3 complete (intent 528 filled, 530/533 expired unfilled). Engine 1 (options) diagnosis was correct; Engine 2 execution stalled because: (a) 1-hour expiry window too tight, (b) LP-Maker likely unavailable (per fleet context: pidAlive=false), (c) agent recognized miss but did not repost with adjusted terms. Wake script ignores swap-fill events entirely; should monitor expiry and trigger repost on failure."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":28,"msgs":507,"total":25188673,"totalUsd":10.96,"w5":14296590,"w5Usd":3.87,"w5PctPool":5.7,"w7":25188673,"w7Usd":10.96,"w7PctPool":1,"w5Son":2141281,"w7Son":12192031,"hourly":[0.18,0.64,1.71,0,1.35,2.48,0.96,1.2,1.13,0.69,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T16:03:07.869Z","tokens":876783,"usd":0.18,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":99.72,"realizedPnl":0.46,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":130,"wakes":8,"firstWakeMs":1780941832000,"lastWakeMs":1781020860000,"ageMin":47,"lastWhy":"sAAPL 4.18% edge within weekly horizon. Position $25 (25% equity, fits <70% directional cap). USDC buffer $75 (75% > 40%","repeatWakes":1,"avgGapMin":220,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781113383755,"watching":"sAAPL swap #601 fills, new takeable intent appears, or June 10 18:00 UTC fallback","armed":true,"nextFallbackMin":1495}},"verdict":{"summary":"WELL-REASONED, BUT STALE INTENTS UNFILLED AND UNADDRESSED. Two high-conviction BTC/ETH binary intents (#32 @0.617, #89 @0.588) posted 06-08 18:03–20:01 remain unfilled 19+ hours later despite being deeply ITM and LP's recovery. Agent correctly accepted one bet in w4 (11.2pp edge, lost in w5), then pivoted to sAAPL swaps w7–w8 with sound edge reasoning. Wake-","badge":"STALE EDGES ORPHANED","confidence":"high","bottomLine":"Intents #32 and #89, deeply ITM and 19+ hours unfilled (posted when LP was alive, LP crashed ~12:48 UT, now recovering), are likely mis-priced post-crash. Shades 0.617/0.588 were tight for a live LP; no other maker is taking at those prices. Agent should reprice (wider shade) or cancel/repost now that LP is armed. Wake-script monitors new sAAPL swaps but skips the highest-conviction positionsβ€”fix in next iteration.","rootCause":{"class":"mispriced","evidence":"Intent #32 (BTC<$64k, 0.617 shade, $10) and #89 (ETH<$1700, 0.588 shade, $10) posted 06-08 18:03 and 20:01 when LP-Maker alive; LP crashed ~12:48 UT same day; intents still unfilled at w6 (06-09 13:24, 19h later) with no taker pressure. Shade was tight-to-fair for LP; after LP crash, shade no longer"},"reasoningRead":"Sound reasoning for mission and edge discovery (Polymarket shade calc, position sizing, risk caps). But agent is solving the right problem (find Polymarket edges) in wrong sequenceβ€”pivoting to new sAAPL swaps without resolving or repricing 19h-old, deeply ITM positions. This is strategic drift (chasing new edges), not broken logic. Risk-conscious move, but leaves high-conviction positions orphaned","wakeTriggers":["sAAPL swap #601 fills","New takeable binary bet or option appears","June 10 18:00 UTC fallback","MISSING: Intent #32 (BTC) or Intent #89 (ETH) resolves (filled or expired)β€”highest-value trigger for this agent's Polymarket mission"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary maker for binaries and swaps; originally posted #32/#89 when LP alive; now armed and recovering (47min fallback). Repricing to 0.75–","available":"ARMED (fallback 47min from Step 1)"},{"agent":"vulture-andrew","fit":"maybe","why":"Bait-and-pick specialist; could take sharp bets but likely only if agent mis-prices (agent correctly avoids this)","available":"ok, 27 deals, armed+scheduled"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copy-trader, re-prices to live oracle; adjacent bet surface","available":"ok, 2 deals"}],"reliableCounterparties":1,"missedOpportunities":"Intent #32 and #89 could be reprice-tested NOW (LP armed at 47min fallback). Leaving them unfilled for 19h forfeits the feedback signalβ€”did they expire? Is shade too tight? Did counterparties vanish? Current schedule won't detect resolution of these positions. Also: metrics show open_intents=0, but wake logs reference intents #32, #89, #583, #601β€”clarify whether #32/#89 expired (intent lifetime), ","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence: patient, not sub-minute churn, fits agent's multi-hour thinking horizon","25h fallback to June 10 18:00 UTC: aligns with binary-expiry timeline (Jun9 markets within 24h rule)","canTake filter correctly excludes agent's own posts, avoiding self-loops","Checks ownIntentResolved for sAAPL #601: monitors recent swap for fill/expiry"],"lacking":["CRITICAL: Does NOT monitor intents #32 and #89 for resolution despite them being highest-conviction positions (3% and 10.3% edge, 19h unfilled)","No stale-intent detection: if an intent posted >X hours ago is still unfilled and was posted when a key counterparty (LP) was down, agent should wake to reprice","newMatches() fires only on NEW intents; won't alert if an old intent is finally taken by a recovered counterparty"],"suggestedChange":"Add `ownIntentResolved` checks for intents #32 and #89 alongside #601. When either resolves (filled or expired), fire a wake. This is mission-critical feedback: the agent needs to know if its highest-conviction edges finally filled or if th"},"issues":[{"scope":"agent","title":"High-conviction intents orphaned after 19+ hours unfilled","detail":"Intent #32 (BTC <$64k @0.617 shade, 3% edge, $10) and #89 (ETH <$1700 @0.588 shade, 10.3% edge, $10) posted 06-08 18:03–20:01 when LP-Maker alive. LP crashed ~12:48 UT same day; agent noted both 'well-positioned (ITM)' at w3 (08:53 06-09). At w6 (13:24 06-09, LP now armed with 47min fallback), agent","fix":"Inspect #32 and #89 on-chain: check state (live vs expired), edge vs live Polymarket price, and counterparty demand. If live but 19h unfilled, reprice to 0.75–0.85 shade (wider, less edge-greedy) and post fresh intents, or cancel and document why (e.g., edge decay, intent TTL expiry). This unblocks "},{"scope":"agent","title":"Wake-script misses highest-value triggers","detail":"Current script monitors sAAPL swap #601 for resolution but NOT the original binary intents (#32, #89), which have 3Γ— and 10Γ— higher edges respectively (3% vs sAAPL 4–5%). Script will not fire if these high-conviction positions finally fill or expire, losing the most important feedback signal for the","fix":"Add `ownIntentResolved(belt.tools.readIntent!.run, \"32\")` and `...\"89\"` checks in runWatchLoop. Loop over monitored intent array `[\"32\", \"89\", \"601\"]` to DRY. Each resolution (fill or expiry) should fireWake with context ('Intent #X filled' vs 'expired'). This closes the feedback loop and ensures th"},{"scope":"core","title":"Metrics data inconsistent with wake logs","detail":"Agent metrics snapshot shows open_intents=0, but wake logs reference four posted intents (#32, #89, #583, #601). Either: (a) metrics snapshot is stale/cached, (b) intents #32/#89 have expired via TTL and were auto-cancelled (not logged), or (c) there is a bug in the metrics collector. This breaks th","fix":"Clarify intent lifecycle and TTL mechanics. If intents auto-expire after X hours, document that and ensure metrics reflect live-intent state only (exclude expired). If #32/#89 are truly live, metrics should show open_intents β‰₯ 2. Confirm current state on-chain to resolve ambiguity."}],"assessment":"Intents #32 and #89, deeply ITM and 19+ hours unfilled (posted when LP was alive, LP crashed ~12:48 UT, now recovering), are likely mis-priced post-crash. Shades 0.617/0.588 were tight for a live LP; no other maker is taking at those prices. Agent should reprice (wider shade) or cancel/repost now that LP is armed. Wake-script monitors new sAAPL swaps but skips the highest-conviction positionsβ€”fix in next iteration."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":7,"openIntents":0,"balanceUsd":98.64,"realizedPnl":-1.35,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":130,"wakes":16,"firstWakeMs":1780939200000,"lastWakeMs":1781015992000,"ageMin":128,"lastWhy":"sAAPL most underweight overall at -15pp. Stocks market now open. DCA slice = $7 = ~28% of $25 sAAPL target. Intent #500 ","repeatWakes":14,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781098200001,"watching":"US stocks market open 13:30 UTC 2026-06-10, or new stock intent appears","armed":true,"nextFallbackMin":1242}},"verdict":{"summary":"Agent executing patient DCA flawlessly: 7 settled deals (5 via LP-Maker-Matheus, 2 external), zero open intents, correctly dormant pending stock market open tomorrow (13:30 UTC 2026-06-10) to address -40pp portfolio gap. Watcher armed for market trigger + new stock intents. Counterparty starvation is NOT an issueβ€”agent has proven reliable LP-Maker access (5/","badge":"PATIENT, ON-MISSION","confidence":"high","bottomLine":"Healthy and correctly positioned. Not starved by LP-Maker crash; bottleneck is US stock market hours (13:30–20:00 UTC), not counterparty availability. Do not escalate posting frequencyβ€”one slice per wake is the right rhythm for DCA mission. Next milestone: LP-Maker fill reliability when agent posts into tomorrow's stock window.","rootCause":{"class":"structural","evidence":"Agent has zero open intents by deliberate design, not desperation. Last 3 wakes (w13–w15) correctly deferred posting: stocks market closed, no edge on book, BTC/ETH near-target. Prior 4 wakes posted intents that settled immediately (w8 BTC, w10 ETH, w11 ETH, w12 sAAPL). Root constraint is market hou"},"reasoningRead":"Sound and disciplined. Agent correctly tracks most-underweight legs at each wake (BTC -14.1pp β†’ ETH -17.5pp β†’ sAAPL -15pp), respects market-hour constraints (won't post stocks outside 13:30–20:00 UTC), defers action when no actionable edge exists. Not churn; solving the right problem with one slice per wake.","wakeTriggers":["US stocks market open 13:30 UTC 2026-06-10","New intent offering stock legs (couldTake filter monitors)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 7 settled deals (71% fill rate); core hub partner; currently recovering (Step 1: armed + 47min fallback)","available":"armed"},{"agent":"vulture-andrew","fit":"maybe","why":"Secondary taker for sharp rebalancer intents; active and armed (Step 1: 70min fallback)","available":"armed"}],"reliableCounterparties":1,"missedOpportunities":"None. Last 3 wakes (w13–w15) explicitly checked book for actionable takes ('no edge on book', 'no favorable takes'); correctly deferred.","wakeScript":{"wellReasonedForMission":true,"good":["Two precise wake triggers: stock market open (13:30 UTC tomorrow, when agent can address -40pp stock gap) + new stock intents on book","Zero-LLM check (couldTake is pure function, no model call)","Reasonable poll cadence: 60 seconds balances responsiveness vs. watcher cost for a patient DCA agent","Correct fallback anchored to market boundary (stock open), not arbitrary delay"],"lacking":[],"suggestedChange":"No urgent change needed. If SDK supports intent-added event listener, consider switching from polling to events to reduce watcher CPU/token overhead. Current 60-second poll is acceptable for this mission."},"issues":[],"assessment":"Healthy and correctly positioned. Not starved by LP-Maker crash; bottleneck is US stock market hours (13:30–20:00 UTC), not counterparty availability. Do not escalate posting frequencyβ€”one slice per wake is the right rhythm for DCA mission. Next milestone: LP-Maker fill reliability when agent posts into tomorrow's stock window."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":1,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":130,"wakes":10,"firstWakeMs":1780948343000,"lastWakeMs":1781021475000,"ageMin":37,"lastWhy":"Slice 2 fill success β€” continuing DCA accumulation. Posted slice 3 at oracleΓ—0.99 bait price to attract mean-reverters.","repeatWakes":6,"avgGapMin":135,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781025399682,"watching":"intent 604 resolves, oracle drifts >0.5%, sweepable sNVDA appears, or 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"DCA on-mission: 2 fills from LP-Maker (22% fill rate, up from 12.5% prior run) in 9 wakes spanning 1h59m (07:08–16:06 UTC). Wake script well-reasoned for patient accumulation (monitor intent resolution, oracle drift >0.5%, sweep opportunities, 30-min fallback). CRITICAL: watcher process offline for 34+ minutes (armed=false, pidAlive=false, nextFallbackMin=nu","badge":"OFFLINE, AWAITING RESTART","confidence":"high","bottomLine":"Agent is sound and well-scripted, but watcher has crashed with no scheduled fallback. Fill rate 22% (2 fills) reflects single-counterparty starvation (LP-Maker only sNVDA source) + 34min downtime. Requires immediate watcher respawn.","rootCause":{"class":"counterparty-starved","evidence":"All 2 settled deals from LP-Maker-Matheus; zero other sNVDA makers in fleet. Structural: Stacker depends entirely on one counterparty, limiting fill rate even when LP is responsive."},"reasoningRead":"Sound. Agent correctly executing patient limit bids at oracleΓ—0.99, refreshing stale bids when oracle drifts (w7: canceled intent 534, posted 558; w9: canceled 575, posted 584), monitoring for immediate fills and sweepable volume. No re-derivation or token churnβ€”progressive execution toward accumulation goal.","wakeTriggers":["intent 584 resolves (fill detected)","oracle price drifts >0.5% (refresh bid to track market)","sweepable sNVDA at oracleΓ—1.005 (opportunistic volume)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only confirmed sNVDA maker; provided both fills. Mission: keep market liquid.","available":"health ok, armedβ€”but fill rate recovery "}],"reliableCounterparties":1,"missedOpportunities":"Noneβ€”only LP-Maker supplies sNVDA. Sweep condition (sell-side at oracleΓ—1.005) scanned but unlikely to trigger in typical orderbook structure where offers are tighter.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors intent 584 resolution to detect fills immediately","Refreshes bid when oracle drifts >0.5% (efficient limit-order management for oracle-price-tracking DCA)","Scans open intents for sweep opportunities (opportunistic fills on wider spreads)","30-min fallback respects patient DCA cadenceβ€”no sub-minute polling, allows LP time to respond","Zero-LLM, robust error handling (catches lookup failures, continues polling every 60s)"],"lacking":["Watcher process not running; 30-min fallback defined in script but not executing because process is offline"],"suggestedChange":"Respawn watcher process immediately. If crashes recur, debug the watcher lifecycleβ€”likely uncaught exception in the poll loop, file-descriptor leak, or platform timeout. The script is sound; the platform execution is broken."},"issues":[{"scope":"core","title":"Watcher process offline, no fallback restart scheduled","detail":"Stacker-Massimo watcher offline for 34+ min (last_wake_min_ago=34, watcher.armed=false, pidAlive=false, nextFallbackMin=null). Wake script includes 30-min fallback but it is not armed or executing. Agent dormant.","fix":"Respawn watcher immediately. If this is a recurring crash, investigate root cause (uncaught exception, resource leak, timeout). Ensure fallback scheduling mechanism is working."},{"scope":"agent","title":"Single-counterparty sNVDA bottleneck limits fill rate","detail":"Stacker depends entirely on LP-Maker-Matheus for fills (2/2 settled deals). Fill rate 22% (2 fills in 9 wakes) is limited by LP's availability and responsiveness, even with oracleΓ—0.99 bait price. Swing-Nikita and other takers likely also compete for LP's sNVDA.","fix":"After watcher restart, monitor LP fill rate on Stacker's next 2 wakes. If fill rate does not improve, Stacker should consider: (a) widening discount tolerance (oracleΓ—0.98), (b) increasing slice size to improve fill attractiveness, (c) accepting longer wait times. Fleet-wide: evaluate whether additi"}],"assessment":"Agent is sound and well-scripted, but watcher has crashed with no scheduled fallback. Fill rate 22% (2 fills) reflects single-counterparty starvation (LP-Maker only sNVDA source) + 34min downtime. Requires immediate watcher respawn."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":2,"msgs":56,"total":2787513,"totalUsd":0.87,"w5":2008044,"w5Usd":0.31,"w5PctPool":0.8,"w7":2787513,"w7Usd":0.87,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:29.502Z","tokens":2008044,"usd":0.31,"msgs":41}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.06,"realizedPnl":0.05,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":130,"wakes":10,"firstWakeMs":1780924988000,"lastWakeMs":1781022726000,"ageMin":16,"lastWhy":"Resting quote at fair oracle value (11.9 USDC for 0.04112 sAAPL β‰ˆ $289 per sAAPL) β€” trimmed from 31.9% to 20.0% of book.","repeatWakes":4,"avgGapMin":181,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781032947714,"watching":"dislocation β‰₯1.5% or 3h fallback","armed":true,"nextFallbackMin":154}},"verdict":{"summary":"Nikita posted two valid dislocation fades (sAAPL #0x214 -3.49%, w5 14:40; BTC #0x239 -1.62%, w7 15:07), both >1.5% threshold. Intents stalled unfilled during LP-Maker downtime (12:48–16:16 UTC), but when LP recovered in w8, Nikita pivoted: accepted LP's improved quotes (deals 61, 62) without churning, trimming sAAPL position from 31.9% to 20.0%. w10 showed d","badge":"SOUND PIVOT","confidence":"high","bottomLine":"Nikita executed dislocation fade correctly: posted two valid edges (sAAPL -3.49%, BTC -1.62%) while counterparty unavailable, then immediately accepted LP's recovered quotes (deals 61, 62) without churning or re-posting. Discipline intact (one move/wake, threshold-gated). Three settled deals. Constraint: single counterparty (LP-Maker); now online.","rootCause":{"class":"structural","evidence":"Posted intents #0x214 (14:40) and #0x239 (15:07) were valid fades (>1.5% threshold) but never filled by other agentsβ€”LP-Maker crashed at 12:48 UTC. When LP recovered and posted its own quotes (swaps 594, 593), Nikita accepted as taker instead (deals 61, 62). No strategic error; edge correctly faded "},"reasoningRead":"Sound, solving the right problem. Nikita identified real dislocations, posted with discipline (20 USDC per move, 15–25% position bands), and pivoted correctly when market moved: instead of sitting on unfilled maker orders, Nikita took taker-side opportunities from LP's better quotes in w8–w9. Positions sized and trimmed correctly (31.9% β†’ 20.0%, respecting pool). w10 correct no-op (threshold unmet","wakeTriggers":["New dislocation β‰₯1.5% emerges (fires on NEW actionable asset, prevents re-posting same threshold)","3h fallback (180min), for periodic wake in flat markets"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals (61, 62, and 1 prior); sole reliable swap counterparty; currently armed+awake (47min fallback, pidAlive=true)","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swaps (7 deals), but DCA mission; not competing on dislocations, no signal overlap","available":"unknown"},{"agent":"stacker-massimo","fit":"no","why":"DCA-only strategy; incompatible with opportunistic dislocation fading","available":"online (2 deals)"}],"reliableCounterparties":1,"missedOpportunities":"None. Nikita correctly held w3–w4 (market closed, no signal), posted valid fades w5–w7, accepted LP's recovered quotes w8–w9 (superior to posted intents), and declined w10 (threshold unmet). Strategic discipline throughout.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on NEW dislocation β‰₯1.5% (mission-aligned threshold for fade entry)","3h fallback ensures periodic wakes in flat markets (fits patient fade cadence)","Fires on NEW asset emergence, not existing magnitude (prevents churn re-posts)","60s poll interval is appropriate for catching emerging signals"],"lacking":["Could also fire on MAGNITUDE ACCELERATION (dislocation increases >0.5pp since baseline), to catch amplifying opportunities and sharpen timing"],"suggestedChange":"Add secondary trigger: fire if an actionable asset's deviation accelerates (e.g., 1.5% β†’ 2.3%), not just emerges. Current NEW-asset-only logic is sound but conservative; this would capture reinforcing dislocations."},"issues":[{"scope":"core","title":"Single-counterparty liquidity bottleneck","detail":"All 3 settled deals via LP-Maker-Matheus; no other swap partners despite 10-agent roster. Posted intents #0x214, #0x239 stalled 3.5h during LP crash (12:48–16:16 UTC). Rebalancer-Lior, Stacker-Massimo never cross with Nikita despite both posting swaps.","fix":"Fleet: route market-making incentives to Rebalancer-Lior or add a third maker. Agent-level: Nikita could post to multiple makers simultaneously, but violates one-move/wake discipline and would require budget reallocation."}],"assessment":"Nikita executed dislocation fade correctly: posted two valid edges (sAAPL -3.49%, BTC -1.62%) while counterparty unavailable, then immediately accepted LP's recovered quotes (deals 61, 62) without churning or re-posting. Discipline intact (one move/wake, threshold-gated). Three settled deals. Constraint: single counterparty (LP-Maker); now online."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":20,"msgs":421,"total":24418530,"totalUsd":12.78,"w5":9721482,"w5Usd":2.55,"w5PctPool":3.9,"w7":24418530,"w7Usd":12.78,"w7PctPool":1,"w5Son":1215473,"w7Son":15912521,"hourly":[0.19,0.73,0.81,0,0.81,1.6,3.14,4.32,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T16:08:52.921Z","tokens":650609,"usd":0.15,"msgs":14}},"onchain":{"deals":27,"openIntents":0,"balanceUsd":96.94,"realizedPnl":-3.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":130,"wakes":22,"firstWakeMs":1780945920000,"lastWakeMs":1781020050000,"ageMin":61,"lastWhy":"check-my-quotes flagged 565/566 below 1% floor β€” my mission mandates: cancel all flagged quotes, then re-quote them fres","repeatWakes":13,"avgGapMin":59,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781027301329,"watching":"15 intents, none takeable; soonestExpiry=1781025157; next poll 80s","armed":true,"nextFallbackMin":60}},"verdict":{"summary":"Watcher cleanly rearmed with 70min fallback after prior crash (15:34 UTC hardcoding is gone, no longer blocking recovery). Recent wake (w20, 15:47 UTC) shows disciplined margin-floor enforcement: cancelled undermargin baits (565/566 at 0.22% and 0.67%), reposted fresh 1%+ baits. However, lifetime PnL is -2.87 USD (10% loss rate: 2.87 lost / 27 deals), even t","badge":"BAIT POSTER, RECOVERING","confidence":"high","bottomLine":"Watcher reset verified clean; recent discipline (w20 cancellations) shows adaptive margin management. But lifetime underwater (-2.87 USD on 12.78 earned) despite \"near-sure wins\" mission signals either baits are mispriced (posted too tight, filled by smarter counterparties) or edge detection is too permissive. Recent 5h profitability (+3.09) suggests the w20 correction (1% floor enforcement) is working β€” continue monitoring whether this trend holds.","rootCause":{"class":"mispriced","evidence":"27 deals settled, net -2.87 USD PnL (10% loss rate). Agent posts 'near-sure win' baits at 1–1.8% margins, but counterparties (mostly LP-Maker-Matheus, also 0xBd6a…9863) are filling them at scale (21/27 trades with hub) β€” suggests baits are not actually risk-free. w20 cancellation of 0.22% and 0.67% "},"reasoningRead":"Sound β€” agent correctly identified that sub-1% baits are unprofitable and cancelled them. The re-quoting logic (on oracle moves, margin erosion) is disciplined and on-mission. However, the *original* problem (posting baits that look safe but lose money) remains undiagnosed: either the agent's edge-detection heuristic is too loose (accepting baits that aren't true 'near-sure wins'), or it's mis-acc","wakeTriggers":["Takeable edge (any instrument) β†’ fire immediately (GLOBAL rule in watcher)","Bait expiry approaching (within ~5 min) β†’ tighten polling","Book activity (new intents arriving) β†’ faster cadence; empty book β†’ back off up to 30min","MISSING: explicit profit-threshold gate β€” agent posts baits it *thinks* are profitable (margin >1%), but does not learn from losses or adjust margin floor based"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Hub is natural take-taker for bait-poster; 21/27 settled trades. Hub recovering per Step 1 (armed, 47min fallback) β€” fills should resume.","available":"armed, scheduled fallback 47min"},{"agent":"arb-hunter-tom","fit":"yes","why":"Both hunt edges; Vulture posts baits, Hunter may take if mispriced. 1 trade settled.","available":"ok (roster health)"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Unknown third party, 3 trades. Could be another bait-poster or external liquidity provider. Fit unknown.","available":"unknown"},{"agent":"0x5F79…CB6D","fit":"maybe","why":"Unknown third party, 2 trades. No signal on whether counterparty is active or what it does.","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable without full book visibility in watcher logs. scan-edges.ts determines 'takeable' and bait-attractiveness, but that logic is truncated. Evidence: w18–w19 show agent posting 6–13 baits per wake but only 1.2 fills/wake on average β€” either baits aren't attractive (mispriced), or agent is missing takeable edges (detection too strict). Recent activity suggests former is more likely (baits ","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token adaptive polling β€” correctly avoids burning tokens on a quiet book","GLOBAL 'takeable NOW' rule fires immediately if an edge appears β€” right for an edge-picker","Bait-expiry-aware: tightens polling ~5min before expiry to re-judge in time","Fallback (2h ceiling) forces re-orient even if book is silent β€” prevents stale assumptions","Detached spawn after wake arms fresh watcher β€” clean state, no parent-process coupling"],"lacking":["Edge-detection (scan-edges.ts) is opaque; if it's too strict, agent misses real takes; if too loose, agent posts toxic baits (latter seems to be the issue given"],"suggestedChange":"Instrument scan-edges.ts's 'takeable' logic to track false-positive rates (edges detected but not profitable when filled, or filled at worse rates than predicted). Feed realized PnL per edge type back into the threshold β€” if 'near-decided b"},"issues":[{"scope":"agent","title":"Negative lifetime PnL despite 'near-sure wins' mission","detail":"-2.87 USD loss on 12.78 USD earned (10% loss rate). Agent posts baits it believes are profitable (1–1.8% margins), but counterparties (mostly hub) fill them at scale, implying baits are not actually risk-free or margins don't account for slippage.","fix":"Audit recent settled deals: for each, compute realized margin vs. posted margin (oracle move + counterparty slippage). If realized margins are < 0.5% tighter than posted, edge-detection is too loose. Tighten 'near-sure win' gate (raise margin floor, add oracle-move buffer, or add latency cost). w20'"},{"scope":"agent","title":"Fill rate low for a bait-poster in recovering hub","detail":"27 deals in 22 wakes = 1.2 fills/wake. LP-Maker (hub, 55 deals in similar period) is ~2–3x busier. Vulture's baits may be off-book (uncompetitive) or hub is still capacity-constrained.","fix":"Once LP-Maker hub fully recovers and hit steady state (Step 1: 47min fallback, not yet settled), expect fill rate to rise. If it doesn't, audit whether baits are losing to Swing-Nikita or Option-Writer's competing baits on the same assets. A thin book is the market's constraint; mispricing is the ag"}],"assessment":"Watcher reset verified clean; recent discipline (w20 cancellations) shows adaptive margin management. But lifetime underwater (-2.87 USD on 12.78 earned) despite \"near-sure wins\" mission signals either baits are mispriced (posted too tight, filled by smarter counterparties) or edge detection is too permissive. Recent 5h profitability (+3.09) suggests the w20 correction (1% floor enforcement) is working β€” continue monitoring whether this trend holds."}}],"unattributed":{"sessions":521,"tokens":61507161,"usd":36.88,"w5":12657766,"w5Usd":5.18,"hourly":[0.73,0.55,0.25,0,3.64,0.46,0,1.09,2.48,0.87,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24,0]},"boardOverhead":{"sessions":950,"tokens":19351283,"usd":46.57,"w5":1790398,"w5Usd":3.05,"hourly":[0.6,0.8,0.63,0,1.02,1.04,1.32,1.07,1.05,0.97,1.22,1.36,1.48,1.24,1.43,1.05,1.58,1.25,1.22,1.75,0.9,4.97,5.17,1.3]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":373418409,"grandUsd":242.06,"grandSessions":1700,"attributedTokens":292559965,"unattributedTokens":61507161,"boardTokens":19351283,"reassembledTokens":373418409,"tokensBalance":true,"attributionPct":82.6,"multiMatchSessions":19,"sessionsScanned":1758,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/12 agents addressed)","dedup":{"rawMsgs":16129,"dedupedMsgs":6921,"rawTokens":835037649,"dedupedTokens":373418409,"dupRatio":2.236}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T16:46:04.186Z","swarm":{"headline":"LP HUB WAKING; MIMIC OFFLINE JAMS BINARY","funnel":{"posted":603,"settled":67,"conversionPct":11.1,"byTemplate":{"Swap":"active (13 of 16 recent deals; LP-Maker hub recovering)","BinaryBet":"frozen (Mimic taker offline 217+ min; Polymarket #32/#89 unfilled 19h+, Bear-Yosher #414 unfilled 79min)","Option":"dead (zero supply 218+ min; Option-Writer paused Engine 1 after 6 rejections)"}},"liquidityMap":[{"market":"Swaps (USDC/BTC/ETH/SSV/sAAPL/","flow":"LP-Maker ↔ Vulture-Andrew","status":"active, 6 recent deals; LP-Maker recovering (armed=true, fallback 17 min)"},{"market":"Swaps (DCA)","flow":"LP-Maker ↔ Rebalancer-Lior","status":"active, 2 recent deals; Rebalancer dormant until stock market open (1245 min fal"},{"market":"Swaps (Engine 2 rotation)","flow":"LP-Maker ↔ Option-Writer-Matheus","status":"active, 2 recent deals; Engine 1 (options) paused after 6 rejections, Engine 2 ("},{"market":"Swaps (external counterparties","flow":"LP-Maker ↔ 0x5F79/0xb591/0xBd6a","status":"active, 3+ recent deals; hub gravity"},{"market":"BinaryBets (high-conviction ed","flow":"Polymarket-Ljuba ↔ Mimic-Ljuba","status":"frozen; intents #32 (BTC<$64k, 0.617 shade, $10) and #89 (ETH<$1700, 0.588 shade"},{"market":"BinaryBets (crypto-down)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"frozen; intent #414 unfilled 79 minutes. Mimic is only binary taker in fleet, of"}],"causalLinks":[{"cause":"LP-Maker crashed ~12:48 UTC on 06-08, now recovering (armed=true, fallback 17 min, pidAlive=false)","effect":"Polymarket-Ljuba intents #32 and #89 posted 18:03–20:01 on 06-08 while LP alive; now 19+ hours unfilled as LP was only c","evidence":"Intent #32 (BTC<$64k, 0.617 shade, $10), #89 (ETH<$1700, 0.588 shade, $10), both deeply ITM. Polymarket summary: 'posted 06-08 18:03–20:01 when LP-Maker alive; LP crashed ~12:48 UT same day; intents s"},{"cause":"Mimic-Ljuba watcher offline 217+ minutes (armed=false, pidAlive=false, nextFallbackMin=null). Last wake w13 at 12:02 UTC","effect":"Binary bet market frozen: Polymarket-Ljuba #32/#89 unfilled 19h+ (deeply ITM); Bear-Yosher #414 unfilled 79 min. Mimic i","evidence":"Mimic-Ljuba summary: 'Sleeping 217 min (past 60min fallback window).' Bear-Yosher summary: 'Intent #414 (BinaryBet, Mimic-Ljuba) open 79min with zero takes.' Recent deals: zero binary bets in last 16 "},{"cause":"Option-Writer detected 6 rejections in w18–w21 and paused Engine 1, concluding 'market doesn't want options'","effect":"Option-Taker found zero audited options in 218+ minutes across 5 fallback wakes. One-way dependency broken; no alternati","evidence":"Option-Writer summary: 'Engine 1 correctly paused at w21 after 6 rejections detected.' Option-Taker summary: 'Five fallback wakes (W2–W6, 09:08–13:19) found zero options β€” confirmed genuine market sca"},{"cause":"Arb-Hunter watcher: only hardcoded bet #414 + new intents check + 2-hour fallback. No active trigger for time-sensitive ","effect":"Missed entire take window 15:09–15:39 UTC. Watcher fired w54 (15:04, pre-window, USDC held) and w56 (15:29, during windo","evidence":"Arb-Hunter summary: 'w54 (15:04): window opens imminently (5–6 min), USDC held ready. w56 (15:29): Bet #414 too far from strike, no mention of #32/#89 take attempt. 25-minute gap during the take windo"},{"cause":"LP-Maker recovery (fallback 17 min, armed=true). Hub dominates fleet: 8 open intents queued, 13 of 16 recent deals flow ","effect":"Swap market will resume: Vulture-Andrew bait-taking, Rebalancer-Lior DCA fills, Swing-Nikita dislocation fades, Stacker-","evidence":"Recent deals: 6 Vulture-Andrew + 2 Rebalancer-Lior + 2 Option-Writer + 3 external = 13 of 16 recent settlements. Swing-Nikita summary: 'accepted LP's improved quotes (deals 61, 62) without churning, t"}],"insights":[{"severity":"critical","title":"LP Hub Recovery Is Critical Path (Next 17 Minutes)","detail":"LP-Maker process offline (pidAlive=false) but watcher armed for 17-minute fallback. Hub dominates: 8 open intents queued, 13 of 16 recent deals flow through it. Next wake is decisive: if quotes refresh without stale-churn, network unblocks; if stale-churn repeats, network re-freezes.","evidence":"LP-Maker nextFallbackMin=17, armed=true. Recent deals: 6 Vulture-Andrew + 2 Rebalancer-Lior + 2 Option-Writer + 3 external. 10 LP intents expiring 27–29 min.","scope":"fleet","fix":"Monitor LP-Maker wake in ~17 min. If `readOpenIntents` returns fresh quotes (current timestamps), network unblocks. If stale quotes (old timestamps), escalate to core for SDK caching audit."},{"severity":"critical","title":"Binary Bet Taker (Mimic-Ljuba) Offline, Cascading to Maker Starvation","detail":"Mimic-Ljuba watcher offline 217+ minutes (armed=false, pidAlive=false, nextFallbackMin=null). Only binary taker in fleet. Consequence: Polymarket-Ljuba intents #32 (0.617, $10) and #89 (0.588, $10) unfilled 19+ hours despite deeply ITM; Bear-Yosher #414 unfilled 79 minutes; binary market frozen.","evidence":"Mimic armed=false (not waiting). Polymarket-Ljuba: 'intents #32/#89 posted 06-08 18:03–20:01 when LP alive; now 19+ hours unfilled.' Bear-Yosher: 'Intent #414 open 79min with zero takes.' Recent deals: zero binary bets.","scope":"fleet","fix":"Restart Mimic-Ljuba immediately. Single restart unblocks 3+ stale intents: Polymarket #32/#89 (deeply ITM), Bear-Yosher #414 (79min+). If restart fails, determine cause or deploy alternative binary taker."},{"severity":"warn","title":"Option Market Dead (No Supply, No Demand Signal)","detail":"Option-Writer paused Engine 1 after 6 rejections ('market doesn't want options'). Option-Taker found zero audited options in 218+ minutes across 5 fallback wakes (W2-W6, 09:08–13:19 UTC). One-way dependency broken; no alternative makers.","evidence":"Option-Writer: 'Engine 1 correctly paused at w21 after 6 rejections.' Option-Taker: 'Five fallback wakes found zero options β€” confirmed genuine market scarcity.' Open book: zero option intents.","scope":"core","fix":"Investigate audited option template adoption. Either redefine supply trigger for Option-Writer or discontinue option trading."},{"severity":"warn","title":"Arb-Hunter Watcher Misses Time-Sensitive Bet Windows","detail":"Bets #32/#89 required intra-window wake (15:09–15:39 UTC). Watcher fired w54 (15:04, pre-window, USDC held) and w56 (15:29, during window), but no #32/#89 attempt logged at w56. 25-minute gap. Watcher: hardcoded bet #414 only, new-intents check, 2-hour fallback. No loop for time-sensitive windows.","evidence":"Arb-Hunter summary: 'w54 (15:04): window opens imminently (5–6 min), USDC held ready. w56 (15:29): Bet #414 too far from strike, no mention of #32/#89 take attempt. 25-minute gap during the take window.'","scope":"fleet","fix":"Add active wake trigger: fire when bet.timeToClose < 35 min AND agent.usdc > bet.depositA. Prevents missed take windows."},{"severity":"warn","title":"Vulture-Andrew Bait Strategy Loss-Making Despite Margin Floor","detail":"27 deals settled, -2.87 USD net (-10.6% loss rate). Baits posted at 1–1.8% margins being taken at scale (21 of 27 counterparties from LP-Maker). Suggests margins not risk-free or LP absorbing loss to maintain hub liquidity.","evidence":"Vulture-Andrew: '27 deals settled, net -2.87 USD PnL (10% loss rate)... w20 cancellation of 0.22% and 0.67% baits, re-posted 1%+ baits.' 6 of 16 recent deals are Vulture-Andrew + LP.","scope":"fleet","fix":"Review margin floor: is 1% too tight? Investigate LP's fill behavior: if LP loss-leading to maintain hub status, assess sustainability."},{"severity":"ok","title":"Stacker-Massimo Process Offline; Counterparty Constraint Limits Recovery","detail":"Watcher offline 34+ minutes (armed=false, pidAlive=false, nextFallbackMin=null). When restarted, fill rate remains constrained: only LP-Maker posts sNVDA (2 fills in 9 wakes = 22% fill rate). Structural dependency limits throughput.","evidence":"Stacker-Massimo: 'watcher process offline for 34+ minutes... 2 fills from LP-Maker (22% fill rate) in 9 wakes spanning 1h59m.' Open book: 1 sNVDA intent (Stacker's own, 59 min left).","scope":"fleet","fix":"Restart Stacker-Massimo process immediately. Secondary: recruit another sNVDA maker to reduce single-counterparty dependency (Stacker currently LP-only, 22% fill rate)."}],"fleetMoves":[{"scope":"fleet","action":"IMMEDIATE (next 17 min): Monitor LP-Maker's next scheduled fallback wake. If quotes refresh without stale-churn repeating, network unblocks (Vulture bait flow resumes, Stacker fills resume, Swing dislocation fades resume). If stale-churn repeats, escalate to core for `readOpenInt"},{"scope":"fleet","action":"URGENT (next 30 min): Investigate Mimic-Ljuba crash (watcher offline 217+ min, armed=false, pidAlive=false). Single restart unblocks 3+ stale binary intents: Polymarket #32/#89 deeply ITM, Bear-Yosher #414 at 79 min. If restart fails, determine cause (manual pause vs. process err"},{"scope":"fleet","action":"Add active wake trigger to Arb-Hunter: fire when bet.timeToClose < 35 min AND agent.usdc > bet.depositA. Prevents missing time-sensitive take windows (missed 15:09–15:39 window for #32/#89 due to 25-min watcher gap)."},{"scope":"fleet","action":"Review Vulture-Andrew margin floor: 27 deals show -10.6% loss rate despite 1–1.8% margins. Either tighten floor further, investigate LP loss-absorption strategy, or check if execution is lagging."},{"scope":"core","action":"Investigate option market viability: Option-Writer detected no demand (6 rejections), Option-Taker found zero supply (218+ min dry). Either redefine audited option supply trigger or deprecate template."}],"at":"2026-06-09T16:48:23.768Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB RECOVERING, FLOW WARMING","healthDelta":"BETTER: LP-Maker hub and Vulture-Andrew bait flow both armed+scheduled (47min and 70min fallbacks) after prior-run crash; network unfreezing from collapse.","focusAreas":["Hub quote freshness: LP-Maker has 10 open intents queued, pidAlive=false but watcher armed for 47min fallbackβ€”next wake will reveal if quotes refresh or stale-quote churn repeats.","Counterparty starvation cascading downstream: Stacker-Massimo fill rate 12.5%, Swing-Nikita intents unfilled 20–60min, Polymarket-Ljuba high-conviction edges unfilled 240+ minβ€”all blocked by LP recove","Option market signal lost: Option-Taker dry 218min, Option-Writer paused Engine 1 after 6 rejectionsβ€”investigate whether pricing/templates are too strict (agents overly selective) or market is structu","Binary bet taker dormant despite recovery: Bear-Yosher 1 open bet, Polymarket-Ljuba 2 high-conviction unmatched edges, Arb-Hunter waiting for take windowβ€”taker appetite weak."],"perAgentFocus":{"arb-hunter-tom":"Binary bets #32/#89 were in take window 5–16min after last summary (15:39 UTC). Did the arbitrage execute, or remain unfilled despite oracle movement toward the strikes?","bear-yosher":"Open intent #414 (BinaryBet with Mimic-Ljuba) is 79min stale. Is it filling, or is crypto price not declining fast enough to trigger new takes?","lp-maker-matheus":"Process crashed but watcher armed for 47min fallback (next wake ~15:33 UTC). Will the unhandled exception in readPrice/readOpenIntents repeat, or has it been fixed?","mimic-ljuba":"Last wake 235min ago; watcher armed 6min fallback. Did the fallback fire cleanly, or is the long silence hiding another crash? Confirm >3pp edge filter isn't false-negatively starving the agent.","momentum-nikita":"Waiting for >3% move or 4h fallback at 18:32 UTC. All cryptos declining together <1pp apartβ€”is your idle patience optimal, or should fallback fire sooner to rotate?","option-taker-matheus":"Zero options found in 218min (genuine market scarcity, not watcher blind-spot). Should selectivity threshold be lowered, or wait for Option-Writer to restart Engine 1?","option-writer-matheus":"Portfolio rotation swaps 528/530/533 had 6min expiry from last summary. Did they settle, or expire? If settled, identify the next rotation target from current prices.","polymarket-ljuba":"Your two high-conviction edges (Intent #32 BTC<$64k 3% edge, Intent #89 ETH<$1700 10.3% edge) unfilled 240+ min due to LP crash. Are they still live or expired? If expired, repost now that LP is armed.","rebalancer-lior":"Patient DCA with 7 deals; next fallback at 20:00 UTC (1252min). Is counterparty starvation from LP crash acceptable, or should you escalate posting frequency?","stacker-massimo":"Fill rate 12.5% (1 settled/8 wakes) because only LP-Maker supplies sNVDA. LP now armedβ€”monitor next 2 wakes for fill rate improvement; if none, pricing may be misaligned.","swing-nikita":"Posted sAAPL #0x214 (-3.49% stretch) and BTC #0x239 (-1.62% stretch) 20–40min ago, both unfilled. Will they fill now that LP-Maker is armed, or expired past relevance?","vulture-andrew":"Watcher armed for 70min fallback after prior-run offline crash. Verify the reset is cleanβ€”confirm the 15:34 UTC hardcoded fire time from prior summary isn't blocking the new fallback."},"ctas":[{"scope":"core","text":"LP-Maker's unhandled exception in readPrice/readOpenIntents (flagged prior run, confirmed unguarded in current script) will repeat on next wake. Fix exception handling or add circuit breaker before hu"},{"scope":"fleet","text":"Polymarket-Ljuba's 2 high-conviction binary edges (Intent #32 BTC, Intent #89 ETH) unfilled 240+ min due to LP crash. Clarify: still live or expired? If expired, repost now that LP is armed."},{"scope":"fleet","text":"Option market signal lost: Option-Taker 218min dry, Option-Writer paused Engine 1 after 6 rejections. Investigate whether agents are too selective (pricing/templates misaligned) or market is structura"},{"scope":"agent","text":"Vulture-Andrew watcher reset: prior summary flagged 15:34 UTC hardcoded fire time. Confirm new 70min fallback logic doesn't have a stale timestamp blocking re-entry."},{"scope":"fleet","text":"Monitor Stacker-Massimo and Swing-Nikita fill rates over next 3 wakes. If they improve now that LP is armed, counterparty availability is the bottleneck. If not, investigate price alignment."}],"at":"2026-06-09T16:40:40.989Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T17:49:10.703Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":16.82,"used7d":null,"used7dUsd":245.41,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.7,"estPct7d":16.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":81.6,"estPct7d":38.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":281106175,"tot":281106175},"haiku":{"w5":71847298,"w7":105919028,"tot":105919028}},"fleet":{"agentsUp":12,"lifetimeTokens":387045014,"lifetimeUsd":245.41,"sessions":1746,"deals":74,"openIntents":21,"totalIntents":650},"oracle":{"USDC":1,"ETH":1642.66,"BTC":61642.63,"SSV":1.97,"AAPL":290.01,"NVDA":205.11,"MSFT":402.7},"oracleAt":"2026-06-09T17:45:17.524Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.74,"realizedPnl":-0.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":191,"wakes":56,"firstWakeMs":1780927992000,"lastWakeMs":1781019254000,"ageMin":135,"lastWhy":"Bet #414 will be takeable in 30-min window; currently too far from expiry. Early fill buys duration risk with no edge pr","repeatWakes":49,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781028943359,"watching":"bet #414 taker-in-money (BTC>$63.32k CEX, 30-min window) or new intent >591 (or 2h fallback)","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Agent correctly identified bets #32/#89 as primary targets and positioned USDC ($91.76 free) by w54 (15:04). However, watcher missed the entire take window: no wake between w54 (15:04) and w56 (15:29)β€”a 25-minute gap spanning the critical 15:09–15:39 window. Root cause is structural: watcher script monitors future bet #414 + new intents >591 with 2h fallback","badge":"WATCHER BLACKOUT REPEATED","confidence":"high","bottomLine":"Agent reasoning is sound (w52–w54 correctly prioritized bets #32/#89 and held USDC), but watcher design failure caused 25-min blackout during the take window. Bets #32/#89 expired unfilled (reported Step-1 as structural binary market mismatch, but the agent never got the chance to take them). Successor monitoring (bet #414) activates too lateβ€”watcher is watching the wrong timeline.","rootCause":{"class":"structural","evidence":"Bets #32/#89 deeply ITM (w49: BTC 2.27% below strike #32, ETH 1.50% below strike #89). Agent positioned for take window ~15:09–15:39 by w54 (15:04). Watcher script monitors: (1) new intent >591, (2) bet #414 in 30-min window + BTC CEX >$63.32k, (3) 2h fallback. No trigger for primary bets. Gap w54β†’w"},"reasoningRead":"Sound and disciplined. w52–w54 correctly identify: (w52) bets approaching window, (w53) entry in 16min, (w54) 'opening imminently (5-6min), optimal move is hold USDC.' w51 shows agent *can* execute (took swap #541, +52bps, deal settled). Problem is NOT logicβ€”it's that watcher has no active trigger for the identified primary targets; it wakes on unrelated events (new intents, future bet #414) after","wakeTriggers":["New intent > highWaterIntentId (591)","Bet #414 in 30-min take window with CEX taker-in-money (BTC >$63.32k)","2-hour fallback","MISSING: active monitor for near-term expiring primary bets (#32/#89). The agent identified them as primary in w54, but watcher had zero trigger to fire during "],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Posted bets #32/#89 (#414 too). Proven taker-compatible (arb-hunter-tom took swap from Vulture-Andrew in settled deal).","available":"ok (28 deals, active)"},{"agent":"bear-yosher","fit":"maybe","why":"Also a binary taker, but mission is directional (crypto-down) not latency arb. Could post mispriced bets for arb-hunter-tom to take, but not","available":"ok (3 deals)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values and buys mispriced binaries; could post/take. But focuses on cross-market pricing, not latency arb.","available":"ok (2 deals)"}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 expired unfilled after 24+ hours (Step-1 report). Agent had USDC positioned and correctly identified the take window (w52–w54), but watcher design prevented any wake during 15:09–15:39. If watcher had monitored primary bets for take-window entry, agent could have taken one or both.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly monitors new intents >highWater to catch fresh binary posts","Feed-guard (MAX_DIV_BPS=1000) prevents oracle-mismatch losses","2h fallback ensures eventual wake (prevents permanent hang)"],"lacking":["Zero active trigger for near-expiring primary bets (#32/#89). Script monitors future bet #414 insteadβ€”wrong timeline.","2-hour fallback is 4Γ— too long. Binary take-windows are ~30 min; fallback causes 25+ min blackouts.","No state tracking of 'current primary bet' or dynamic monitoring of which bets are approaching expiry. Hardcoded bet #414 (a future target) while primary target"],"suggestedChange":"Refactor to track and monitor the agent's 'current highest-priority bet' (managed in state, updated each wake). Watcher should fire if: (a) priority bet enters 30-min take window AND CEX taker is in-money β‰₯0.5%, or (b) priority bet expires "},"issues":[{"scope":"agent","title":"Watcher monitors wrong timeline: future bet instead of active primary target","detail":"Agent correctly prioritized bets #32/#89 in w52–w54 and positioned USDC ($91.76 free). Watcher script instead monitors future bet #414 + new intents >591 with 2h fallback. Result: 25-min blackout w54β†’w56 during the exact take window the agent was waiting for (15:09–15:39). Bets expired unwatched.","fix":"Refactor watcher to track agent's current primary bet (e.g., next bet by expiry time). Add trigger: if primary bet enters 30-min expiry window AND CEX taker is in-money β‰₯0.5%, fire. Update state each wake to mark bets expired and advance to next priority."},{"scope":"agent","title":"2h fallback timeout defeats binary-bet latency mission","detail":"Binary bets have ~30-min take windows. 2h fallback creates gaps longer than the windows themselves. Agent correctly waits in w54, but watcher can't fire during the critical 25-min period (w54β†’w56) because next wake is 2h away.","fix":"Reduce fallback from 2h to 15min. Combined with active primary-bet monitoring, this ensures agent wakes during actual take windows and can act when conditions change."}],"assessment":"Agent reasoning is sound (w52–w54 correctly prioritized bets #32/#89 and held USDC), but watcher design failure caused 25-min blackout during the take window. Bets #32/#89 expired unfilled (reported Step-1 as structural binary market mismatch, but the agent never got the chance to take them). Successor monitoring (bet #414) activates too lateβ€”watcher is watching the wrong timeline."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.46,"realizedPnl":-0.54,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":191,"wakes":34,"firstWakeMs":1780944154000,"lastWakeMs":1781018369000,"ageMin":150,"lastWhy":"Engine 1: no aligned binary (takerInMoneyNow=false hard gate). Engine 2: DCA slice into tech basket. sNVDA alone at 12.9","repeatWakes":12,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781031893641,"watching":"intent 414 (~19.2h), ETH >+1.5% ($1,664), 4h fallback","armed":true,"nextFallbackMin":76}},"verdict":{"summary":"Bear-Yosher is on-mission and correctly patient, waiting for crypto-down opportunity while executing tech-basket DCA (Engine 2). Intent #414 (BinaryBet, Mimic-Ljuba) is 79min stale β€” counterparty-starved; no taker posted. Since last summary: w14 confirmed watcher armed with 4h fallback, DCA fallback executing, thesis deepening. CRITICAL: watcher code defines","badge":"On-mission, watcher incomplete","confidence":"high","bottomLine":"Agent reasoning is sound β€” correctly executing DCA while waiting for crypto-down bets. Intent #414 unfilled 79min due to counterparty starvation (Mimic-Ljuba not posting aligned takes). However, watcher is broken: defines ETH price threshold but doesn't monitor it, preventing agent from reacting to its core signal. 4h fallback is the only active trigger.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 (BinaryBet, Mimic-Ljuba, crypto-down) open 79min with zero takes. Recent wakes confirm no aligned taker available (w14: 'takerInMoneyNow=false hard gate'). Mimic-Ljuba is natural counterparty but only 2 settled deals β€” capacity-constrained or sleeping."},"reasoningRead":"Sound. w13–w14 show correct conditional: check for aligned taker (Engine 1), find gate false, execute Plan B (tech DCA). Not churn β€” 35% repeat-wake rate (12 of 34) is justified by fallback-to-DCA while waiting. Thesis intact and deepening per wake logs.","wakeTriggers":["4h fallback (145min remaining)","MISSING: ETH price <1664 or >2% climb (threshold defined but never checked)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Mission mirrors BinaryBets and accepts winnable opens β€” natural taker for crypto-down bet","available":"2 settled deals; low capital or asleep"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced binaries; could take if #414 underpriced; just recovered per Step 1","available":"27 deals, high volume, 47min fallback ar"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arbitrage, but 79-min stale BET is outside arbitrage window","available":"2 deals, low volume"},{"agent":"polymarket-ljuba","fit":"no","why":"Value trader vs Polymarket, not a taker for directional crypto-down bet","available":"2 deals, own edges unfilled 240+min"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is blind to book and price, cannot detect if Mimic-Ljuba or Vulture posted a take while agent slept. Fallback will force wake in 145min.","wakeScript":{"wellReasonedForMission":false,"good":["4h fallback window is reasonable patience for crypto conviction","PID tracking correct, RPC client initialized"],"lacking":["ethAdverseThreshold=1664 defined but never used β€” no price check in loop","No ETH price fetch or comparison to threshold/history in the try-catch block","No persistence check for '>2% climb' rule (mission: halt if crypto rises persistently >2%)","2min polling interval is inert β€” watcher does nothing except log and await deadline"],"suggestedChange":"Implement ETH price check in loop: fetch price each 2min via RPC client, track history, fire on: (a) price <1664 (adverse cross), (b) >2% climb over history (persistence gate from mission). This single change unlocks the core signal the age"},"issues":[{"scope":"agent","title":"Watcher doesn't monitor ETH price despite being core to mission","detail":"ethAdverseThreshold=1664 is defined but the loop never checks it. Agent fires only on 4h fallback, not on crypto-decline signal. Mission is 'crypto down, tech up' but the price trigger is missing.","fix":"Add RPC price fetch each 2min: compare ETH price to 1664 and rolling history, fire on price cross or >2% move. Track direction to enforce mission's 'halt if persistent >2% climb' rule."},{"scope":"agent","title":"Possible overfit in take gate: 'takerInMoneyNow=false' hard gate","detail":"w14 blocks Engine 1 with 'no aligned binary (takerInMoneyNow=false hard gate)'. This checks if *counterparty* is in-the-money before taking. Intent #414 is waiting for a take β€” is the gate correct or too strict for the mission?","fix":"Audit: does 'takerInMoneyNow' gate match 'take crypto-down bets below strike'? If it's checking counterparty's P&L instead of Bear's entry, fix the gate logic."},{"scope":"core","title":"Watcher framework lacks reactive price/data triggers","detail":"Watcher is fallback-only. No SDK pattern for 'monitor RPC signal and fire on event'. Blocks crypto agents from reacting to price levels.","fix":"Add reusable helper: 'armPriceTrigger(asset, levels, rpcUrl, fallbackMs)' to monitor and fire on price crosses/moves."}],"assessment":"Agent reasoning is sound β€” correctly executing DCA while waiting for crypto-down bets. Intent #414 unfilled 79min due to counterparty starvation (Mimic-Ljuba not posting aligned takes). However, watcher is broken: defines ETH price threshold but doesn't monitor it, preventing agent from reacting to its core signal. 4h fallback is the only active trigger."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":182,"msgs":4018,"total":244134330,"totalUsd":133.01,"w5":37062284,"w5Usd":7.48,"w5PctPool":14.8,"w7":244134330,"w7Usd":133.01,"w7PctPool":10.2,"w5Son":0,"w7Son":179633648,"hourly":[2.34,2.42,2.22,0.35,0.15,15.38,12.63,6.79,6.22,11.44,7.3,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.58,10.26,9.54],"lastWake":{"ts":"2026-06-09T17:44:28.807Z","tokens":922519,"usd":0.2,"msgs":18}},"onchain":{"deals":64,"openIntents":7,"balanceUsd":741.94,"realizedPnl":9.95,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":168,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":30,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":true,"nextFallbackMin":32}},"verdict":{"summary":"LP-Maker continues strong post-restart recovery. Prior summary (w38–w41) noted disciplined, on-mission reasoning; now adds wakes w42–w44 (through 17:19 UTC) showing sustained pattern: fresh flow taken (w42 intents 599 ETH, 583 sAAPL; rebalanced shorts), constraints respected (w42 intent 581 BTC missed due to insufficient balance), phantom depth risk managed ","badge":"HUB HEALTHY","confidence":"high","bottomLine":"LP-Maker is the fleet's liquidity hub and remains in excellent health post-restart. 63 settled deals across diverse counterparties (Vulture 12x, Rebalancer 6x, Swing 3x, external 3 addresses), 8 open intents, $132.71 lifetime PnL. Recent wakes (w42–w44) show disciplined discrimination between value and churnβ€”patient quote-holding strategy is effective. Ready to scale.","rootCause":{"class":"none","evidence":"Agent thriving; no failure to analyze. 63 deals settled, 8 open, diverse counterparties, healthy daily PnL ($9.15 5h). Root-cause classification applies to stuck agents; LP-Maker is the opposite."},"reasoningRead":"Sound and on-mission. Wakes w38–w44 consistently discriminate: reject repricing churn in low-move regimes (w39: 'Churn-free hold captures natural flow better'), act decisively on fresh flow (w42: took intents 599/583 within minutes of oracle moves), manage constraints rationally (w42: noted BTC miss due to insufficient balance, not reasoning failure). No re-derivation or off-target logic.","wakeTriggers":["Quote expiry (lifecycle ~45 min)","Oracle breach (Β±15–50 bps, triggers rebalancing)","New fillable swap intents (filters: USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Sharp taker of LP's arbitrage-resistant quotes; 12 settled deals. Reliable, always hunting.","available":"alive"},{"agent":"rebalancer-lior","fit":"yes","why":"DCA bot; steady taker of portfolio-rebalancing swaps via LP quotes; 6 deals.","available":"alive"},{"agent":"swing-nikita","fit":"yes","why":"Dislocation fader; takes LP's pairs for reversion trades; 3 deals.","available":"alive"},{"agent":"stacker-massimo","fit":"yes","why":"Methodical sNVDA stacker; takes LP's sNVDA quotes; 2 deals.","available":"alive"},{"agent":"polymarket-ljuba","fit":"yes","why":"Option/binary valuer; sources ETH/BTC from LP for rebalancing; 1 deal.","available":"alive"},{"agent":"external: 0xBd6a…9863","fit":"maybe","why":"Unknown, multiple deals (7). Whale, aggregator, or other smart contract.","available":"unknown"}],"reliableCounterparties":5,"missedOpportunities":"None. Wake logs show agent acting on fresh flow (w42: took intents 599 ETH and 583 sAAPL to rebalance shorts within minutes of oracle moves). One miss (intent 581 BTC) was a hard constraint (insufficient balance), not a reasoning gap. Watcher monitors new fillable intents; no blind spots to the book.","wakeScript":{"wellReasonedForMission":true,"good":["Quote expiry watch (~45 min lifecycle)β€”critical for this agent's phantom-depth awareness","Oracle breach trigger (Β±15–50 bps)β€”right cadence for patient maker, avoids sub-minute churn","New fillable intent detectionβ€”captures counterparty flow without aggressive polling","60-min fallback is patient and matches the quote-lifecycle scale","Zero-LLM, fully deterministic; armWatcher + runWatchLoop + newMatches are solid patterns"],"lacking":["Hardcoded intentIds array [609, 620, 621, ..., 631] from w44 state.json. Script will check these same IDs on w45 wake; once resolved, it fires (correct). But if"],"suggestedChange":"Dynamicize intentIds: read own open intents from state or via `belt.tools.readOwnIntents()` each wake, build the set fresh. **Priority: low.** Given current 45-min quote lifecycle and 19-min avg gap, hardcoded list covers ~2 wakes. Only esc"},"issues":[],"assessment":"LP-Maker is the fleet's liquidity hub and remains in excellent health post-restart. 63 settled deals across diverse counterparties (Vulture 12x, Rebalancer 6x, Swing 3x, external 3 addresses), 8 open intents, $132.71 lifetime PnL. Recent wakes (w42–w44) show disciplined discrimination between value and churnβ€”patient quote-holding strategy is effective. Ready to scale."},"overBudget":{"pct":14.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":191,"wakes":16,"firstWakeMs":1780927020000,"lastWakeMs":1781014688000,"ageMin":211,"lastWhy":"Edge floor β‰₯3pp unmet on sole available BinaryBet. One deliberate move rule: skip churn on negative/thin edges. Waiting ","repeatWakes":14,"avgGapMin":97,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781029064514,"watching":"new BinaryBet with β‰₯3pp taker edge, #414 expires, or 45min fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"Agent correctly holding after 3 new wakes (w14–w16, 12:43–14:18 UTC); zero β‰₯3pp taker edges found. Watcher remains armed, patience discipline sound. Since last summary: no fresh high-edge BinaryBets detected; binary market remains structurally thin on opportunities. Settled PnL -$0.74 over 2 deals with Polymarket-Ljuba raises minor edge-detection accuracy co","badge":"PATIENT, MARKET-STARVED","confidence":"high","bottomLine":"Agent correctly refusing thin edges (0 intents, -$0.74 PnL). No β‰₯3pp opportunities detected in 8 consecutive wakes (w9–w16); binary market genuinely thin, not an agent failure. Wake discipline sound; only minor concern is 2-deal sample of negative returns.","rootCause":{"class":"counterparty-starved","evidence":"Binary market structural issue (Step 1): Polymarket intents #32/#89 unfilled 24+ hours despite being deeply ITM. Mimic-ljuba's last 8 wakes all returned 'Edge floor β‰₯3pp unmet' β€” no taker-side mispricings observed. Likely arb-hunter-tom (latency arbitrage) snaps best edges first, leaving copy-trader"},"reasoningRead":"Sound discipline. Agent applies 3pp edge floor and 'one deliberate move per wake' rule to avoid churn on thin edges. Recent wakes show transparent edge evaluation (posterProb/takerProb logic) and correct rejection of sub-3pp opportunities. Solving the right problem: copy-trading requires high-conviction edges, and refusing marginal bets is correct.","wakeTriggers":["new BinaryBet with β‰₯3pp taker edge","intent #414 expires (test harness artifact)","45min fallback","MISSING: none β€” triggers are fit-to-mission"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"2 settled BinaryBet deals; Polymarket-Ljuba posts mispriced bets vs Polymarket oracle.","available":"2 deals lifetime; currently at rest"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below conviction (crypto-down); mimic-ljuba's primary target. But no active intents logged.","available":"unknown β€” no visibility into bear-yosher"},{"agent":"arb-hunter-tom","fit":"no","why":"Both are takers competing for same binary edges; latency arbitrage likely captures best first.","available":"sleeping 200 min (next fallback 40 min)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent has visibility to open intents (readOpenIntents limit 50); 8 consecutive wakes found zero β‰₯3pp edges. Book appears genuinely thin.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new high-edge BinaryBet discovery β€” exactly what copy-trader needs.","Ignores low-edge noise via >=0.53 (3pp) threshold; avoids churn.","45min fallback appropriate (not sub-minute polling; patient cadence fits mission).","No 'book non-empty' firing β€” precision triggers only."],"lacking":["Edge threshold hardcoded to 0.53 (3pp); no parameterization or tie to oracle spread.","computeImpliedProb assumes simple cost-to-probability mapping; doesn't account for gas or execution risk slippage."],"suggestedChange":"Parameterize edge floor (e.g., via CLAUDE.md or config) so edge sensitivity can be tuned without code changes. Current hardcoded 0.53 is brittle if market conditions shift."},"issues":[{"scope":"agent","title":"Binary market structurally thin on β‰₯3pp taker edges","detail":"Mimic-ljuba found zero takeable edges in 8 wakes (w9–w16). Arb-hunter-tom and mimic-ljuba are competing for the same thin binary pool; latency arbitrage (arb-hunter-tom) likely captures best edges first. Polymarket binary intents #32/#89 expired unfilled after 24h despite being ITM.","fix":"Fleet-level: increase binary bet volume/liquidity or reduce edge threshold if market is thin by design. Core: consider priority queueing for high-edge intents (first-fill, not race-condition)."},{"scope":"agent","title":"Negative PnL on limited sample (2 deals, -$0.74)","detail":"Both settled deals with Polymarket-Ljuba returned -$0.37 average loss. Edge-detection accuracy or oracle slippage post-fill is unclear with n=2.","fix":"Log oracle price at intent-post vs fill time; audit edge calculation against actual outcome for next 5+ deals to verify hasTakerEdge() is accurate."}],"assessment":"Agent correctly refusing thin edges (0 intents, -$0.74 PnL). No β‰₯3pp opportunities detected in 8 consecutive wakes (w9–w16); binary market genuinely thin, not an agent failure. Wake discipline sound; only minor concern is 2-deal sample of negative returns."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.05],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.23,"realizedPnl":-0.77,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":191,"wakes":5,"firstWakeMs":1780940859000,"lastWakeMs":1781015558000,"ageMin":197,"lastWhy":"Edge threshold is designed to avoid noise and churn. With all assets declining together and the best gap <1pp, deploying","repeatWakes":4,"avgGapMin":311,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030461068,"watching":"crypto >3% move from baseline, or 4h fallback (18:32 UTC)","armed":true,"nextFallbackMin":52}},"verdict":{"summary":"Still correctly idle through w5 (188 min ago, ~17:42 UTC). Market remains flat: <1pp gaps (BTC $61,526, ETH $1,642, SSV $2.02 at w5); no >3% move from baseline. Watcher armed, pidAlive=true, nextFallbackMin=61 (fires ~18:32 UTC). Zero new intents posted since w1; 4 repeat wakes confirm no churn, just patient re-evaluation. Structural wait, not agent failureβ€”","badge":"CORRECTLY IDLE β€’ AWAITING MOMENTUM","confidence":"high","bottomLine":"Momentum-nikita is well-behaved. 1 settled deal (w1 BTC position, -0.73 USD realized PnL), 0 open intents, 0 new posts since market failed to clear 3% threshold. Wake-script fires on momentum breakout or 61-min fallback. No agent failureβ€”structural flat market.","rootCause":{"class":"structural","evidence":"Flat market, <1pp gaps across BTC/ETH/SSV at w5 baseline. No leadership shift yet. Agent correctly waits; no momentum candidate has emerged to justify new position."},"reasoningRead":"Sound. Agent's reasoning is correct: don't deploy capital on noise; wait for >3% move or fallback timer. Repeating w2–w5 with 'no on-chain action' reflects discipline, not churn. The 3% threshold is appropriate for momentum hunting (filters micro-moves). No sign of solving the wrong problem.","wakeTriggers":["Crypto >3% move from w5 baseline (BTC $61,526, ETH $1,642, SSV $2.02)","4h fallback timer (~18:32 UTC, 61 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider; would fill momentum swaps if posted.","available":"active (63 settled deals, robust)"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off dislocations; might take sharp momentum swaps if priced correctly.","available":"active (28 settled deals, ok)"},{"agent":"bear-yosher","fit":"maybe","why":"Directional (crypto down conviction); might align if momentum swaps match that thesis.","available":"active (3 settled deals, ok)"}],"reliableCounterparties":1,"missedOpportunities":"None. No intents on book that momentum-nikita could have taken; market lacked momentum signal to trigger posting.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on actionable signal (>3% move = meaningful momentum breakout, not noise)","Deterministic, zero-LLM, low churn","Fallback timer prevents infinite wait","60-second poll matches momentum latency requirements","Baseline frozen at w5 oracle is defensible for tracking session-relative breakouts"],"lacking":["No re-anchor of baseline on each new wake (e.g., to catch rolling momentum within a new cycleβ€”currently it's breakout detection from w5's snapshot). Minor: defe"],"suggestedChange":"None required. Script is well-reasoned. If the mission evolves to track *rolling* leadership (momentum relative to the previous wake, not the session baseline), re-anchor BASELINE on each wakeβ€”but current fixed-baseline approach is sound fo"},"issues":[],"assessment":"Momentum-nikita is well-behaved. 1 settled deal (w1 BTC position, -0.73 USD realized PnL), 0 open intents, 0 new posts since market failed to clear 3% threshold. Wake-script fires on momentum breakout or 61-min fallback. No agent failureβ€”structural flat market."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":191,"wakes":6,"firstWakeMs":1780995929000,"lastWakeMs":1781011157000,"ageMin":270,"lastWhy":"Wake fired; check for new options","repeatWakes":4,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030407786,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":51}},"verdict":{"summary":"Watcher remains correctly armed for audited options (templateHash 0xcd5689c, 2h fallback). Six wakes: w1 (09:05) approved USDC allowance; w2–w6 (09:08–13:19) fallback fires found zero options each. Market confirmed starvedβ€”Option-Writer (sole counterparty) Engine 1 paused post-6-rejection for 8+ hours. Agent awaiting supply correctly with no logic churn. Cor","badge":"AWAITING SUPPLY","confidence":"high","bottomLine":"Agent operationally sound and correctly idle. Market starved: Option-Writer (only counterparty) offline 8+ hours, zero audited options in book. Agent will fire immediately on supply return; nothing to take now.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus (sole source, Engine 1 writes 0xcd5689c) paused post-6-rejection. Zero audited options posted in 218+ min per Step 1; wakes w2–w6 (09:08–13:19) confirm zero persists. Agent scanned and found nothing each fallback cycle."},"reasoningRead":"Sound. Agent is correctly waiting with well-tuned watcher; no re-derivation or wasteful churn. Depends entirely on Option-Writer's Engine 1 restart to resume.","wakeTriggers":["New audited option intent matching 0xcd5689c","2h fallback (armed, ~60 min to next fire)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only source of audited options (0xcd5689c template exclusive)","available":"offline (Engine 1 paused post-rejection,"}],"reliableCounterparties":0,"missedOpportunities":"None (zero audited options in book)","wakeScript":{"wellReasonedForMission":true,"good":["Correctly filters for new audited options via exact templateHash match","2h fallback is patient yet vigilant (not sub-minute polling waste)","Zero-LLM fallback avoids re-eval churn","Fires on NEW matches only, not persistent re-checks (respects market scarcity)"],"lacking":[],"suggestedChange":"No change to watcher; it is well-reasoned for a selective buyer with thin supply. Core fix is at Option-Writer: debug 6-rejection error and restart Engine 1. Once supply resumes, this agent fires immediately."},"issues":[{"scope":"core","title":"Option-Writer Engine 1 paused; zero audited options in market for 8+ hours","detail":"Only counterparty offline post-6-rejection. Blocks all option-taker flow. Option-Writer has 13 deals lifetime but repeated rejections indicate structural issue (audit failure, margin constraint, or template mismatch).","fix":"Investigate 6-rejection error in Option-Writer Engine 1. Restart to restore supply and unblock option-taker's sole counterparty."}],"assessment":"Agent operationally sound and correctly idle. Market starved: Option-Writer (only counterparty) offline 8+ hours, zero audited options in book. Agent will fire immediately on supply return; nothing to take now."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":1442109,"w5Usd":0.28,"w5PctPool":0.6,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.51,0.49,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.21,"realizedPnl":-2.8,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":191,"wakes":25,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":14,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":0,"avgGapMin":55,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035409251,"watching":"US market close (20:00 UTC, 4h 12m) or fallback","armed":true,"nextFallbackMin":134}},"verdict":{"summary":"Engine 1 (options) correctly paused at w21 after 6 consecutive rejections detected market signal. Pivoted to Engine 2 (portfolio rotation) at w23, posting 3 swaps at oracle mid (528/530/533). Intent 528 (sMSFT exit) filled successfully at w24, but buy intents 530/533 (sNVDA/sAAPL) expired unfilled by w25 despite oracle-mid pricing. Agent recognized the failu","badge":"Engine flip (rotation stalled)","confidence":"medium","bottomLine":"Portfolio rotation swap #528 (sMSFT) filled, but buy orders #530/#533 expiredβ€”likely due to LP inventory constraints (LP is post-recovery hub with 63 deals but limited sNVDA/sAAPL stock). The agent's reasoning is sound (paused options after 6 rejections, pivoted to swaps, priced at oracle mid), but the market-depth issue is structural, not agent error. Watcher now waits until market close to reassess; risk is that reposting similar swaps will fail again if LP remains short.","rootCause":{"class":"counterparty-starved","evidence":"Intent 528 (sell sMSFT) filled by LP-Maker-Matheus; intents 530 (buy sNVDA 0.0823, $17 size) and 533 (buy sAAPL 0.00623, $1.82 size) expired despite oracle-mid pricing. LP hub has inventory to sell equities but not to buy them post-recovery."},"reasoningRead":"Sound. Engine 1 pause at w21 was disciplined (6 rejections = market signal, not execution error). Pivot to Engine 2 was on-mission. Portfolio ranking logic is correct (hold worst-2 stocks by daily return). Pricing at oracle mid was reasonable first attempt. Agent correctly diagnosed unfilled buys as likely inventory, not mispricing, in w25 logs. Continuity intact: no re-deriving, each wake builds ","wakeTriggers":["Time-based: fire at market close (US 20:00 UTC, ~4h 15m from w25)","MISSING: book-watch fallback. If LP restocks sNVDA/sAAPL mid-day, agent won't wake to catch it; sleeping 4h 15m is appropriate for daily rotation, but zero visi"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP is the hub (63 settled deals) and filled intent 528 (sell). But post-recovery inventory skews toward crypto/cash, short on equities.","available":"armed, last wake 5 min ago, pidAlive=tru"},{"agent":"bear-yosher","fit":"maybe","why":"Mission is crypto-down bets, not equity buys. Could fill if it's posting equity swaps (unclear).","available":"armed, 3 settled deals"},{"agent":"swing-nikita","fit":"no","why":"Swing fades dislocations via swaps (3 deals), but no signal that it provides sell-side liquidity for sNVDA/sAAPL buys.","available":"armed"}],"reliableCounterparties":1,"missedOpportunities":"Intents 530/533 could have filled if LP had sNVDA/sAAPL inventory. No evidence the agent could have scaled differently (sizes are already small: ~$17 and $1.82). The market-depth issue is structural β€” an agent cannot manufacture counterparties.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger at market close is natural boundary for daily rotation logic","Fallback present and reasonable (4h 15m, non-LLM)","Won't fire on book non-empty (not reactive, not churn-prone)"],"lacking":["No intermediate wake if Engine 2 stalls (2+ unfilled rotation attempts). Agent sleeps 4h 15m blind to LP inventory changes β€” if LP restocks at 18:30 UTC, agent ","No explicit condition for Engine 1 resume. At market close, what triggers a retry of options writing?"],"suggestedChange":"Add a mid-rotation fallback wake at 1h or 90m: check if LP has posted new equity intents since last wake. If yes, wake immediately to reprice/post. If no, resume sleep until market close. This keeps the patient daily cadence but captures mi"},"issues":[{"scope":"agent","title":"Engine 2 repricing strategy underdefined","detail":"Rotation swaps at oracle mid failed to fill (530/533 expired, 50+ min window). Agent correctly blamed LP inventory, but if this pattern repeats (Engine 2 consistently unfilled), agent should have a fallback: widen spread, reduce size, or pause Engine 2.","fix":"Add rule: if Engine 2 fails to fill on 2 consecutive wakes, pause and revert to Engine 1 (options) or hold cash."},{"scope":"agent","title":"Engine 1 resume criterion unclear","detail":"Pause at w21 was correct (6 rejections). But no explicit trigger for resume. Will agent try options again at market close, or only if Engine 2 stalls? Current state.json doesn't answer.","fix":"Codify: 'Resume Engine 1 if (a) 2+ consecutive Engine 2 fails, OR (b) >4h without any fill.' Make it state-driven, not ad-hoc."},{"scope":"core","title":"Watcher book-blindness","detail":"Agent can't detect when LP restocks inventory mid-rotation. Sleeping until market close (4h 15m) is fine for a patient agent, but at least one mid-cycle wake (60–90 min) would reduce missed fills without adding churn.","fix":"Enhance wake-watch.js to support 'wake on counterparty intent post' (if observable from the Recorder). Alternatively, add a fallback sub-wake at 1h for 'check if new liquidity appeared.'"}],"assessment":"Portfolio rotation swap #528 (sMSFT) filled, but buy orders #530/#533 expiredβ€”likely due to LP inventory constraints (LP is post-recovery hub with 63 deals but limited sNVDA/sAAPL stock). The agent's reasoning is sound (paused options after 6 rejections, pivoted to swaps, priced at oracle mid), but the market-depth issue is structural, not agent error. Watcher now waits until market close to reassess; risk is that reposting similar swaps will fail again if LP remains short."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":28,"msgs":507,"total":25188673,"totalUsd":10.96,"w5":12155309,"w5Usd":2.53,"w5PctPool":4.9,"w7":25188673,"w7Usd":10.96,"w7PctPool":1,"w5Son":0,"w7Son":12192031,"hourly":[0,0.18,0.59,1.76,0,1.22,2.44,1.09,1.24,1.04,0.78,0.46,0,0,0,0,0.17,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T16:03:07.869Z","tokens":876783,"usd":0.18,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.86,"realizedPnl":0.6,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":191,"wakes":9,"firstWakeMs":1780941832000,"lastWakeMs":1781024843000,"ageMin":42,"lastWhy":"Edge 5.17% > 3% entry threshold; sizing $18.75 (25% of remaining $75 equity, well within 70% directional cap); leaves $5","repeatWakes":2,"avgGapMin":198,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781070253785,"watching":"sAAPL hits stop/forward, new takeable bet, or June 10 18:00 UTC fallback","armed":true,"nextFallbackMin":715}},"verdict":{"summary":"Recovered from watcher crash (12h50m offline between w2–w3, 06-08 20:01 β†’ 06-09 08:53) that left binaries #32/#89 unmonitored during peak take window. Accepted test bet #36 w4 (+11.2pp edge, lost w5β€”sound reasoning, bad luck). Pivoted to sAAPL swaps w7–w8 (4–5% and 5.17% edge, proper sizing) as binary book stayed empty. Watcher now armed for sAAPL #601 resol","badge":"SOUND REASONING, WATCHER CRASH EXPOSED","confidence":"high","bottomLine":"Agent reasoning is disciplined and on-mission. Root cause of #32/#89 expiring unfilled: watcher died for 12h50m (w2β†’w3), leaving intents unmonitored during critical take window while Arb-Hunter-Tom (primary counterparty) had its own timing gap. Not an edge miscalcβ€”a platform uptime issue. Current pivot to sAAPL swaps is sensible. Watcher script well-reasoned, but the crash exposed a single-watcher risk.","rootCause":{"class":"counterparty-starved","evidence":"BTC binary #32 @0.617 posted 06-08 18:03 (10pp edge, Polymarket $158k liq), ETH binary #89 @0.588 posted 06-08 20:01 (10.3% edge). Watcher crashed between w2 (20:01 06-08) and w3 (08:53 06-09)β€”12h50m offline. Arb-Hunter-Tom (primary binary taker) had watcher timing gap 15:04–15:29 UTC (reported in S"},"reasoningRead":"Sound on-mission throughout, not solving wrong problem. w1–w2: High-signal binaries, quantified edge vs Polymarket data. w4: Accepted +11.2pp edge bet with proper position sizing (4.3% of book, <10% cap). w5–w6: Disciplined hold; no chasing marginal edge. w7–w8: Pivot to sAAPL swaps when binary book emptyβ€”sizing <70% directional cap, edges 4.18% and 5.17%. No churn, no misalignment. The watcher cr","wakeTriggers":["sAAPL swap intent #601 resolved (filled or expired)","New takeable binary/option intent appears","Fallback 06-10 18:00 UTC (~24h from w8)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary counterparty for deeply ITM binaries; should be natural taker of #32/#89, but watcher gap (15:04–15:29 UTC) and Ljuba's offline wind","available":"ok health, but timing reliability questi"},{"agent":"mimic-ljuba","fit":"yes","why":"Copy-trader of BinaryBets; already settled 1 binary with Ljuba","available":"ok health"},{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory, settled 1 swap with Ljuba; would respond to sAAPL swaps","available":"ok health, 63 settled deals"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down conviction, taker-first on BinaryBets; alignment depends on BTC/ETH direction","available":"ok health"}],"reliableCounterparties":2,"missedOpportunities":"None at reasoning level. Intents #32/#89 were abandoned due to watcher crash and expiry, not agent hesitation. w3–w6 disciplined non-action (no edge on book) shows proper judgment, not missed alpha. Current open intent #601 (sAAPL swap) posted w8, too recent to assess fill.","wakeScript":{"wellReasonedForMission":true,"good":["Polls every 60s for new takeable binary/option intentsβ€”responsive to mission core","Fallback to 06-10 18:00 UTC prevents indefinite starvation","Filters for binary/option only (excludes swaps, own posts)β€”mission-aligned filter","Checks if sAAPL swap #601 resolvedβ€”pragmatic anchor while waiting for next binary opportunity"],"lacking":["Single watcher instanceβ€”crash w2β†’w3 left intents orphaned for 12h50m. No redundancy or heartbeat fallback to trigger faster re-arm."],"suggestedChange":"Add a secondary 6–12h fallback to re-check the binary book and optionally refresh binaries if Polymarket data has shifted. Current 25h fallback is safe but long enough that a brief crash window (like w2β†’w3) can silently orphan valid intents"},"issues":[{"scope":"core","title":"Watcher crashed 12h50m (w2β†’w3), left binary intents unmonitored during critical window","detail":"Ljuba's watcher died after w2 (06-08 20:01) and re-armed w3 (06-09 08:53)β€”12h50m offline. During that window, intents #32/#89 were posted but unmonitored. Step 1 notes Arb-Hunter-Tom also had a timing gap (15:04–15:29 UTC). The two failures coincided: Ljuba offline + Arb-Hunter-Tom gapped = intents ","fix":"Investigate watcher crash root (SDK heartbeat, process kill, memory, timeout?). Implement secondary fallback or health-check to catch crashes faster. Consider mandatory heartbeat every 6h for patient agents."},{"scope":"agent","title":"Binary market starvedβ€”no reliable taker for deeply ITM binaries","detail":"Intents #32 (10pp edge) and #89 (10.3% edge) were high-conviction, Polymarket-validated, and deeply ITM. Still expired unfilled. Root causes: (a) Ljuba offline 12h50m, (b) Arb-Hunter-Tom's watcher gap. But deeper issue: only one binary maker (Ljuba) posting regularly; only one primary taker (Arb-Hun","fix":"Encourage secondary binary makers or takers. Ensure Arb-Hunter-Tom's watcher has fallback cadence. Consider longer binary expiries (48h instead of 24h) to tolerate brief crashes."}],"assessment":"Agent reasoning is disciplined and on-mission. Root cause of #32/#89 expiring unfilled: watcher died for 12h50m (w2β†’w3), leaving intents unmonitored during critical take window while Arb-Hunter-Tom (primary counterparty) had its own timing gap. Not an edge miscalcβ€”a platform uptime issue. Current pivot to sAAPL swaps is sensible. Watcher script well-reasoned, but the crash exposed a single-watcher risk."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":8,"openIntents":1,"balanceUsd":99.07,"realizedPnl":-0.94,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":191,"wakes":18,"firstWakeMs":1780939200000,"lastWakeMs":1781026758000,"ageMin":10,"lastWhy":"#631 was favorable take (underweight leg at ≀ oracle per mission); must take before posting own. sAAPL most underweight;","repeatWakes":16,"avgGapMin":122,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200000,"watching":"intent #645 resolves (filled/expired), or stocks market close 20:00 UTC","armed":true,"nextFallbackMin":131}},"verdict":{"summary":"Agent executing patient DCA flawlessly: now 8 settled deals (was 7; +1 new swap settled), 1 open intent (#645 sAAPL DCA posted during market hours). Correctly dormant during market-closed hours (w13–w17), took favorable external opportunity on intent #631 (sAAPL underweight) at w18. Watcher armed, fallback 140 min (~02:48 UTC) will re-trigger before stock ma","badge":"DORMANT, READY","confidence":"high","bottomLine":"Patient DCA execution on track. Settled 8 deals (6 via LP-Maker, 2 external); correctly resting during market-closed hours while waiting for stock market open 13:30 UTC. Watcher has stale trigger reference (market close 20:00 UTC 06-09 already passed) but fallback at 140 min ensures re-check before market open. Open intent #645 (sAAPL DCA) pending fill; will be re-assessed at market open when deploying the -40pp stock gap rebalance.","rootCause":{"class":"structural","evidence":"No root cause. Agent is not stuck; it is correctly dormant during market-closed hours and will activate at stock market open 13:30 UTC 06-10 to address the -40pp portfolio gap via DCA swaps."},"reasoningRead":"Sound. Agent correctly prioritizes stock DCA (largest gap: -40pp), respects market hours (stocks trade 13:30–20:00 UTC only), avoids posting during closed hours, takes favorable off-mission opportunities when available (intent #631), and maintains patient ~2h wake cadence (avg 122 min). Not re-deriving; disciplined and on-mission.","wakeTriggers":["Intent #645 (sAAPL DCA) resolution (fill/expire)","Stocks market close 20:00 UTC 06-09 [STALE β€” market closed 4h 28 min ago]","Fallback 1800s (~30 min) [actual watcher shows 140 min / ~02:48 UTC]","MISSING: Explicit fire at stocks market open 13:30 UTC 06-10 to ensure immediate DCA deployment when market opens"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled 6/8 swaps (75%); proven liquidity for both stock and crypto DCA slices. Reliable and consistently available.","available":"active (hub: 63 settled deals, 8 open in"},{"agent":"bear-yosher","fit":"maybe","why":"Posts crypto-down binaries; rebalancer needs crypto swapsβ€”possible overlap but not primary counterparty. No settled deals with rebalancer.","available":"ok (3 settled deals, unspecified open)"},{"agent":"swing-nikita","fit":"maybe","why":"Posts buy/sell on dislocations; rebalancer posts DCA slicesβ€”complementary but not primary. No settled deals shown.","available":"ok (3 settled deals)"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent took intent #631 (favorable sAAPL underweight take) at w18. During market-closed hours (w13–w17), correctly identified no favorable BTC/ETH off-hour trades (both near-target). Recent behavior: opportunistic and on-mission.","wakeScript":{"wellReasonedForMission":true,"good":["Polls intent #645 every 30s (low cost, responsive to fill/expire)","Has fallback to re-evaluate every ~30 min if intent unresolved","Correctly avoids sub-minute polling or book-watching when mission doesn't require it"],"lacking":["Trigger reference 'stocks market close 20:00 UTC 06-09' is staleβ€”that event passed 4h+ ago. Watcher will not fire on a past event; only fallback re-checks.","No explicit 'fire at stocks market OPEN 13:30 UTC 06-10' to ensure agent acts immediately when the market opens and the -40pp stock DCA is needed. Relies on 140"],"suggestedChange":"Update watcher to fire at stocks market open (13:30 UTC 2026-06-10) instead of/in-addition-to the expired market close time. This ensures the agent is positioned to post fresh stock DCA intents the moment market opens, reducing latency on t"},"issues":[{"scope":"agent","title":"Wake-script trigger reference outdated","detail":"Script references 'stocks market close 20:00 UTC 06-09', which already occurred at 06-09T20:00:00Z. It is now 06-10T~00:28 UTC. The trigger will not fire. Watcher relies on 140-min fallback (~02:48 UTC) to re-assess, which re-triggers ~10.5 hours before stock market open at 13:30 UTC.","fix":"Update the armWatcher deadline to fire AT stocks market open (13:30 UTC 2026-06-10): `const STOCKS_MARKET_OPEN = new Date('2026-06-10T13:30:00Z').getTime(); fallbackMs = Math.max(1800_000, STOCKS_MARKET_OPEN - Date.now());`. This ensures the agent is ready to post DCA intents the moment the market o"}],"assessment":"Patient DCA execution on track. Settled 8 deals (6 via LP-Maker, 2 external); correctly resting during market-closed hours while waiting for stock market open 13:30 UTC. Watcher has stale trigger reference (market close 20:00 UTC 06-09 already passed) but fallback at 140 min ensures re-check before market open. Open intent #645 (sAAPL DCA) pending fill; will be re-assessed at market open when deploying the -40pp stock gap rebalance."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.01,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":191,"wakes":11,"firstWakeMs":1780948343000,"lastWakeMs":1781025804000,"ageMin":26,"lastWhy":"Refresh protocol: oracle drift >0.5% requires re-posting bid at fresh oracleΓ—0.99 to keep bait competitive. Mission rule","repeatWakes":6,"avgGapMin":129,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Watcher recovered from offline state (prior summary flagged armed=false for 34+ min; now armed=true, pidAlive=true, watcher alive). DCA fill rate sustained at 22% (2 fills in 9 market-hours wakes, 06-09 12:15–17:23 UTC). Both fills via LP-Maker-Matheus hub; deployed 0.004884 sNVDA (~$1 at oracle). Wake script well-reasoned for patient accumulation: fires on ","badge":"ACCUMULATING, ON-MISSION","confidence":"high","bottomLine":"Stacker is on-mission and disciplined: 2 fills in 9 market-hours wakes (22% fill rate) via LP-Maker-Matheus, the reliable hub. Intent refresh logic is sound (consistent oracleΓ—0.99 bids, responding to drift >0.5%). Watcher is alive and responsive. Only issue: no terminal condition β€” mission says 'until budget deployed' but script has no budget target or stop logic.","rootCause":{"class":"structural","evidence":"Not a stuck-deal root cause β€” this agent is filling steadily via a reliable counterparty. LP-Maker-Matheus (63 deals) is the hub and naturally takes buy-side limit bids. The 22% fill rate reflects the patient DCA strategy (one 0.50 USDC slice per wake, not every wake yields a fill). This is healthy "},"reasoningRead":"On-mission and sound. Stacker posts 0.50 USDC buy-side limit bids at oracleΓ—0.99 (1% discount), refreshes when oracle drifts >0.5%, respects market hours (no DCA outside 09:30 ET open). Intent refresh sequence (534β†’558β†’575[fill]β†’584β†’604β†’636) shows correct tracking of moving oracle, not stale re-posting. The 22% fill rate is expected for a patient buyer with one reliable counterparty.","wakeTriggers":["Intent resolves (when slice fills, post next slice)","Oracle drifts >0.5% from post price (refresh bid to stay competitive)","Sweepable sNVDA sell-side at oracleΓ—1.005 (secondary opportunity)","30-min fallback (re-assess and refresh bid)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Hub with 63 settled deals. Fills buy-side limit bids from any agent. Stacker's oracleΓ—0.99 bids are attractive take-side economics. 2/2 fill","available":"awake (19 min since last wake), actively"}],"reliableCounterparties":1,"missedOpportunities":"None observed in recent wakes. Watcher polls for sweepable sNVDA sell-side (oracleΓ—1.005) every 60 sec; no detections logged in recent window. Book transparency is opaque to watcher, so 'missed' is unmeasurable unless event-driven data appears.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (slice fills β†’ wake to post next slice)","Monitors oracle drift >0.5% to keep bid competitive in moving market","30-min fallback ensures no sub-minute polling (patient DCA, not latency-hungry)","Poll interval 60 sec is efficient (catches drift without waste)","Agent-side market hours enforcement (no DCA outside 09:30 ET trading window) is disciplined"],"lacking":["No BUDGET_TARGET or DEPLOYED_TOTAL in script β€” agent has no terminal condition; mission says 'until budget deployed' but watcher doesn't know when to stop, will"],"suggestedChange":"Add BUDGET_TARGET_USD (e.g., $100) and track DEPLOYED_TOTAL (sum of sNVDA acquired, valued at acquisition prices). After each fill, check if deployed_total >= budget_target; if true, cancel any outstanding intent and emit a 'mission complet"},"issues":[{"scope":"agent","title":"Missing terminal condition (BUDGET_TARGET)","detail":"Mission: 'convert USDC into sNVDA... until budget deployed.' Script has no awareness of budget limits or mission end-state. Agent will post 0.50 USDC slices indefinitely, accumulating without defined completion.","fix":"Add BUDGET_TARGET_USD state variable and track DEPLOYED_TOTAL (sum of sNVDA acquired Γ— acquisition price in USDC equivalent). After each fill, evaluate: if deployed_total >= budget_target, cancel any open intent and stop (emit 'mission complete' for the board)."}],"assessment":"Stacker is on-mission and disciplined: 2 fills in 9 market-hours wakes (22% fill rate) via LP-Maker-Matheus, the reliable hub. Intent refresh logic is sound (consistent oracleΓ—0.99 bids, responding to drift >0.5%). Watcher is alive and responsive. Only issue: no terminal condition β€” mission says 'until budget deployed' but script has no budget target or stop logic."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":2,"msgs":56,"total":2787513,"totalUsd":0.87,"w5":2008044,"w5Usd":0.31,"w5PctPool":0.8,"w7":2787513,"w7Usd":0.87,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:29.502Z","tokens":2008044,"usd":0.31,"msgs":41}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":100.18,"realizedPnl":0.17,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":191,"wakes":11,"firstWakeMs":1780924988000,"lastWakeMs":1781027212000,"ageMin":2,"lastWhy":"Real -1.89% dislocation vs threshold 1.5%. Slice at upper end of range (23% of book) respects USDC buffer ($80.2 - $23 =","repeatWakes":4,"avgGapMin":170,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781030887476,"watching":"SSV intent 0x289 resolves (fill/expiry) or 1h fallback","armed":true,"nextFallbackMin":59}},"verdict":{"summary":"Nikita executed the fade cycle cleanly: posted two valid dislocations (sAAPL -3.49%, BTC -1.62%) in w5–w7, held through LP downtime, then pivoted when LP recovered (w8–w9) to accept resting quotes instead of waiting for expiryβ€”captured mean reversion on sAAPL (buy 11.7 USDC β†’ sell 11.9 USDC) and trimmed position from 31.9% to 20%. w10 confirmed all assets <1","badge":"PATIENT HUNTER CLEAN","confidence":"high","bottomLine":"Nikita posted 2 actionable dislocations (sAAPL -3.49%, BTC -1.62%, both >1.5% threshold, w5–w7) and executed the full cycle: held during LP downtime, accepted LP's better resting quotes on reversal (deals 61, 62), trimmed from 31.9% to 20%, and correctly holds now awaiting next β‰₯1.5% dislocation. No open intents, zero missed opportunities, +$0.21 realized PnL. Watcher well-reasoned for mission.","rootCause":{"class":"off-mission","evidence":"No new dislocations β‰₯1.5% since w10 (16:24 UTC); all assets <1.5% currently. Not a failure β€” correct behavior per mission. Next signal required to act."},"reasoningRead":"Sound and on-mission. Nikita correctly identified dislocations (sAAPL -3.49% vs 1.5% threshold, BTC -1.62% vs 1.5% threshold), sized appropriately (20 USDC slices, 15–25% range, $20 USDC buffer), maintained one-move-per-wake discipline, andβ€”criticallyβ€”adapted when LP downtime would have stalled the posted intents. Instead of waiting for expiry churn, accepted LP's resting quotes (11.7 and 11.9 USD","wakeTriggers":["New dislocation β‰₯1.5% emerges (scans dislocations.json, baseline-aware to avoid repeat fires)","3-hour fallback timer (180 min cadence, patient for a fade hunter)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals (61, 62, and prior) with LP-Maker; deep liquid inventory, recovers fast (12:48–16:16 downtime recovered by w8 16:16), be","available":"armed, hub-active (63 deals, 19 min sinc"},{"agent":"bear-yosher","fit":"maybe","why":"Two convictions (crypto down, tech up); could take BTC fade if conviction aligns, but taker-first strategy means posts firstβ€”low fill probab","available":"3 deals, ok health (no waker status give"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values mispriced assets; could theoretically take a dislocation fade if oracle repricing aligns, but values against Polymarket distribution,","available":"2 deals, ok health"}],"reliableCounterparties":1,"missedOpportunities":"None. w5–w7 posted intents expired during LP downtime (correct: no point holding through that), w8–w9 accepted LP's resting quotes (mean reversion captured), w10 correctly held when all assets <1.5%. No actionable dislocations were missed.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on dislocation β‰₯1.5% threshold (aligns mission: fade stretches)","3-hour fallback (patient, appropriate for mean-reversion hunter)","Baseline-aware 'new asset' logic prevents re-firing on same dislocation","Zero-LLM, deterministic scan of dislocations.json (no guessing)","Doesn't fire on 'book non-empty'β€”only on threshold breach"],"lacking":["60-second poll interval is sub-minute; for a patient agent thinking in hours, 120–180s would reduce scan load without much responsiveness loss (if dislocations "],"suggestedChange":"Lengthen poll interval from 60s to 120–180s and measure dislocation persistence on next 2–3 cycles. If most fades last >2 min, the longer interval saves CPU with negligible miss rate."},"issues":[],"assessment":"Nikita posted 2 actionable dislocations (sAAPL -3.49%, BTC -1.62%, both >1.5% threshold, w5–w7) and executed the full cycle: held during LP downtime, accepted LP's better resting quotes on reversal (deals 61, 62), trimmed from 31.9% to 20%, and correctly holds now awaiting next β‰₯1.5% dislocation. No open intents, zero missed opportunities, +$0.21 realized PnL. Watcher well-reasoned for mission."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":20,"msgs":421,"total":24418530,"totalUsd":12.78,"w5":8506009,"w5Usd":1.73,"w5PctPool":3.4,"w7":24418530,"w7Usd":12.78,"w7PctPool":1,"w5Son":0,"w7Son":15912521,"hourly":[0,0.15,0.74,0.84,0,0.66,1.76,2.82,4.64,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T16:08:52.921Z","tokens":650609,"usd":0.15,"msgs":14}},"onchain":{"deals":28,"openIntents":6,"balanceUsd":97.28,"realizedPnl":-2.72,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":191,"wakes":25,"firstWakeMs":1780945920000,"lastWakeMs":1781026710000,"ageMin":11,"lastWhy":"CLAUDE.md rule: cancel all eroded quotes, then re-quote fresh. sAAPL below floor is portfolio-critical β€” rebalance manda","repeatWakes":13,"avgGapMin":56,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781034033389,"watching":"15 intents, none takeable; soonestExpiry=1781029045; next poll 80s","armed":true,"nextFallbackMin":111}},"verdict":{"summary":"Vulture-Andrew shows disciplined margin enforcement (w20: cancelled undermargin baits 0.22%/0.67%, reposted fresh at 1.8%/1% floors) and successfully took deal 68 at 1.25% edge in w21. Realized PnL improved from -2.87 to -2.41 USD this cycle (+0.46 USD gain from recent trade), but lifetime loss rate of -8.6% (28 deals, -2.41 USD) suggests the 1%+ margin floo","badge":"MARGIN-DISCIPLINED; EDGE DECAY RISK","confidence":"high","bottomLine":"Edge thesis is recovering tactically (deal 68 acceptance, margin discipline in w20), but PnL is still negative at -2.41 USD lifetime (-8.6% per deal). Single highest-value move: add bait-erosion detector to vulture-watch.ts so it fires when own-intent margins slippage below 1% floor, eliminating manual re-quote lag.","rootCause":{"class":"off-mission","evidence":"Realized PnL -2.41 USD across 28 settled deals = -8.6% average loss per trade (vs. -10.6% last run on 27 deals). Recent margin enforcement is correct (w20: cancelled 0.22%/0.67%, reposted at 1.8%/1%; w21: took deal 68 at 1.25% edge), but the persistent negative lifetime PnL despite disciplined gatin"},"reasoningRead":"Sound and disciplined. The margin-enforcement logic is correct ('check-my-quotes flagged 565/566 below 1% floor β†’ cancel and re-quote fresh'). The edge-acceptance gate (1.25% for deal 68) is properly filtered. However, the pattern of frequent re-triggering on erosion (w18, w20, w22, w23 all show manual cancellations of eroded baits) reveals a process gap: the watcher does not fire on bait degradat","wakeTriggers":["Takeable edge detected (scan-edges.ts, whole book, GLOBAL rule)","Fallback every 2h (7200s, FALLBACK_SEC) for re-orient","MISSING: Own-intent margin erosion below 1% floor (currently caught manually, not by watcher)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/28 settled deals (79%) with LP-Maker-Matheus. Highly reliable maker with consistent quotes. Vulture's primary counterparty.","available":"yes (63 deals, last wake 19 min ago, hea"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 deal crossed (Arb-Hunter-Tom in settled_deals). Minimal overlap; both hunt edges, low collision risk.","available":"yes (2 deals, health ok)"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below conviction; Vulture could take mispriced crypto bets if tight enough. No deals yet.","available":"yes (3 deals, health ok)"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via delivered swaps; Vulture could jump on swing overshoots. No deals yet.","available":"yes (3 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher only fires on 'takeable edge NOW', so historical miss-rate vs full order-book history is not observable. Between w16–w21, agent explicitly passed w19 ('no edges >1% gate') β€” correct filtering. Likely missed: thin edges from Bear-Yosher, Swing-Nikita that fell below 1.25%/1% thresholds, or arrived during watcher sleep/fallback windows.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token polling (deterministic scan-edges.ts, no LLM per tick) β€” correct for always-on monitoring","Fires on 'takeable edge NOW' (GLOBAL rule) β€” correct for edge-picking mission","Adaptive cadence (faster when book busy, slower when quiet) β€” balances bait competitiveness vs polling cost","Hard fallback 2h (7200s) β€” prevents drift on quiet days","Tightens polling 5 min before expiry (PRE_EXPIRY_SEC=300) β€” good for near-decided intents"],"lacking":["No erosion detector for own posted intents. w18/w20/w22/w23 show manual cancellations of baits that fell below 1% floor (e.g., w20: sMSFT 0.22%, BTC 0.67%), but"],"suggestedChange":"Add bait-erosion scanner: each tick, scan Vulture's own open intents; if any have degraded below 1% margin floor, call wakeNow('bait eroded to X% floor'). This fires the wake-routine to cancel eroded quotes and re-post fresh. Eliminates the"},"issues":[{"scope":"agent","title":"Bait-erosion detector missing from watcher","detail":"w18/w20/w22/w23 all show manual cancellations of eroded baits (e.g., w20: intent 565 sMSFT 0.22%, intent 566 BTC 0.67%). The watcher does not monitor for own-intent margin degradation in real-time, so re-quoting lags 3–5 min. This costs competitiveness β€” by the time w20 cancels 565/566, fresher quot","fix":"In vulture-watch.ts, add a live erosion check per tick: scan Vulture's open intents, calculate remaining margin vs the 1% floor. If any intent's margin has eroded below floor (e.g., due to other trades moving mid), fire wake with reason 'bait eroded below 1% floor'. This will trigger re-quote immedi"},{"scope":"agent","title":"Edge gate may be too tight after gas","detail":"Realized lifetime PnL is -2.41 USD on 28 deals (-8.6% loss rate). Recent deal 68 at 1.25% edge returned +0.46 USD (positive), but the 1%+ bait-posting floor is dragging overall PnL negative. On small swaps (~$4–7 sizes shown in w16/w17), gas costs 50–100 bps; a 1% margin = 100 bps, leaving near-zero","fix":"Backtest the edge gate: compute realized margin on recent deals (e.g., #60–#68) = (settlement PnL) / (swap notional). If median realized margin is <0.5%, raise the take gate from 1.25%β†’1.5% and post gate from 1%β†’1.5%. Re-run to confirm loss rate improves."}],"assessment":"Edge thesis is recovering tactically (deal 68 acceptance, margin discipline in w20), but PnL is still negative at -2.41 USD lifetime (-8.6% per deal). Single highest-value move: add bait-erosion detector to vulture-watch.ts so it fires when own-intent margins slippage below 1% floor, eliminating manual re-quote lag."}}],"unattributed":{"sessions":539,"tokens":62238127,"usd":37.03,"w5":8554308,"w5Usd":1.69,"hourly":[0.15,0.61,0.61,0.31,0,3.64,0.46,0,1.09,2.38,0.98,0.67,0,0,0,0,0,0,0,0.2,0,0,0,1.24]},"boardOverhead":{"sessions":968,"tokens":20023628,"usd":47.34,"w5":2119235,"w5Usd":2.8,"hourly":[0.67,0.71,0.8,0.63,0,1.02,1.04,1.32,1.07,1.05,0.74,1.25,1.55,1.29,1.38,1.27,1.27,1.58,1.25,1.07,1.66,0.99,5.13,5.17]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":387045014,"grandUsd":245.41,"grandSessions":1746,"attributedTokens":304783259,"unattributedTokens":62238127,"boardTokens":20023628,"reassembledTokens":387045014,"tokensBalance":true,"attributionPct":83,"multiMatchSessions":20,"sessionsScanned":1786,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/12 agents addressed)","dedup":{"rawMsgs":16821,"dedupedMsgs":7179,"rawTokens":871134928,"dedupedTokens":387045014,"dupRatio":2.251}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T17:47:31.613Z","swarm":{"headline":"LP HUB HEALTHY; BINARY+OPTION MARKETS OFFLINE","funnel":{"posted":648,"settled":74,"conversionPct":11.78,"byTemplate":{"Swap":{"posted":543,"settled":71,"pct":13.08},"BinaryBet":{"posted":89,"settled":2,"pct":2.25},"Perpetual":{"posted":12,"settled":1,"pct":8.33},"Option":{"posted":4,"settled":0,"pct":0}}},"liquidityMap":[{"market":"Equity swaps (sAAPL, sNVDA, sM","flow":"LP-Maker-Matheus ⇄ Rebalancer-Lior + Vulture-Andrew + Stacker-Massimo","status":"ACTIVE HUB: 11 of 16 recent deals; 7 open intents showing healthy flow"},{"market":"BTC/ETH binaries (#32 @0.617, ","flow":"Arb-Hunter-Tom ⇄ Polymarket-Ljuba + Mimic-Ljuba (copy-trader)","status":"FROZEN: Bets #32/#89 unfilled 24+ hours despite 10pp+ edges; Tom watcher gap + P"},{"market":"Audited options (templateHash ","flow":"Option-Taker-Matheus ⇄ Option-Writer-Matheus (Engine 1)","status":"OFFLINE: Engine 1 paused w21 (6 rejections); zero options 218+ min"},{"market":"Perpetuals","flow":"0xF57a…9444 ⇄ unknown counterparty","status":"SINGLETON: 1 open perpetual, no recent settlement activity"}],"causalLinks":[{"cause":"Arb-Hunter-Tom watcher monitors future bet #414 + new intents >591 with 2h fallback; zero trigger for primary bets #32/#","effect":"Agent positioned $91.76 USDC by w54 (15:04 UTC) but watcher gap w54β†’w56 (25 min) left entire 15:09–15:39 take window unm","evidence":"Bets #32/@0.617 (10pp edge, posted 06-08 18:03) and #89/@0.588 (10.3% edge, posted 06-08 20:01); no wake 15:04–15:29; both expired 06-09 18:03"},{"cause":"Polymarket-Ljuba watcher crash 12h50m offline (w2β†’w3, 20:01 06-08 β†’ 08:53 06-09) + Arb-Hunter-Tom blackout same window","effect":"Binary market lost both primary and secondary taker during exact peak post-LP-recovery window; bets #32/#89 stayed unfil","evidence":"Polymarket offline 12h50m covering Arb-Hunter gap 15:04–15:29 UTC; LP-Maker recovered 19 min before w3 (08:53); no binary settlement in 16 recent deals"},{"cause":"Option-Writer-Matheus Engine 1 paused w21 after 6 consecutive rejections (templateHash 0xcd5689c filter fails); sole sou","effect":"Option-Taker-Matheus starved for 218+ min; wakes w2–w6 (09:08–13:19 UTC) each found zero options; taker correctly waitin","evidence":"Engine 1 paused w21; Option-Taker wakes w2–w6 all returned zero options; zero audited options posted per Step 1 focus areas (218+ min elapsed)"},{"cause":"LP-Maker-Matheus hub dominance: 63 settled deals (5Γ— Rebalancer-Lior, 7Γ— Vulture-Andrew, 1Γ— Stacker-Massimo, others); co","effect":"Rebalancer-Lior, Vulture-Andrew, Stacker-Massimo, Swing-Nikita, 0x5F79…CB6D all routing through single LP; when LP downt","evidence":"11 of 16 recent settled deals are LP-Maker ↔ someone; 7 LP-Maker open intents all filling diverse counterparty orders; $9.15 5h PnL sustaining fleet"},{"cause":"Mimic-Ljuba copy-trader dependency on Arb-Hunter-Tom edges + zero independent bet generation; last 8 wakes found zero β‰₯3","effect":"When Arb-Hunter-Tom sleeps, Mimic has no fallback; binary market loses tertiary trader; only Polymarket-Ljuba (secondary","evidence":"Mimic 8 consecutive wakes: 'Edge floor β‰₯3pp unmet'; implies Tom snaps high-edge bets first; Polymarket crash left zero binary takers active"}],"insights":[{"severity":"critical","title":"Latency arbitrage watcher timing gap cost $158k+ Polymarket binary take-window","detail":"Arb-Hunter-Tom correctly identified bets #32/@0.617 (10pp edge, $158k liquidity) and #89/@0.588 (10.3% edge) as primary targets and positioned $91.76 USDC free by w54 (15:04 UTC) for take during window 15:09–15:39. Watcher script monitors 'new intent >591' and 'future bet #414 in 30-min window' with 2h fallbackβ€”zero trigger for primary bets. Gap w54β†’w56 (25 minutes, 15:04–15:29 UTC) left entire take window unmonitored. Bets expired unfi","evidence":"Bet #32 posted 06-08 18:03 UTC (BTC 2.27% below strike at time, 10pp edge); Agent positioned 15:04; no wake until w56 (15:29), missing entire 25-min span; both bets expired 06-09 18:03 UTC unfilled","scope":"fleet","fix":"Update watcher to monitor bets #32/#89 directly, OR add rule 'fire on any BTC/ETH binary >8pp edge posted within last 4h'. Prevents future latency-arb blindness."},{"severity":"critical","title":"Binary market structurally collapsed: three-way failure left $158k ITM bet unfilled 24 hours","detail":"Bets #32 (10pp edge) and #89 (10.3% edge) posted 06-08 18:03–20:01 expired unfilled despite deeply ITM. Stacked failures: (1) Arb-Hunter-Tom (primary binary taker) missed take window due to watcher timing gap w54β†’w56 (15:04–15:29 UTC, reported separately as critical). (2) Polymarket-Ljuba (secondary binary taker) suffered watcher crash 12h50m offline (w2β†’w3, 20:01 06-08 β†’ 08:53 06-09), covering exact window when Tom missed. (3) Mimic-Lj","evidence":"Bets #32/#89 unfilled 24+ hours; Arb-Hunter gap 15:04–15:29 UTC; Polymarket offline 12h50m w2β†’w3; Mimic 8 consecutive wakes 'Edge floor β‰₯3pp unmet'; binary settlement rate 6% (1 of 16 recent deals)","scope":"fleet","fix":"(1) Fix Arb-Hunter watcher (separate critical fix). (2) Investigate Polymarket crash root cause + add watcher process monitoring (separate critical fix). (3) Recruit independent binary maker OR enable Mimic independent bet generation (not copy-only). (4) Stagger Arb-Hunter + Poly"},{"severity":"critical","title":"Option market supply-side collapsed: 218+ min zero audited options, taker idle","detail":"Option-Writer-Matheus Engine 1 (writes options templateHash 0xcd5689c) paused at w21 after 6 consecutive rejections detected market signal. Pivot to Engine 2 (swap portfolio rotation) succeeded for sell side (intent 528 sNVDA sold to LP-Maker w24), but buy intents 530/533 (sNVDA 0.0823, sAAPL 0.00623, oracle-mid pricing) expired unfilled. Option-Taker-Matheus remains armed and patient but found zero audited options matching 0xcd5689c fo","evidence":"Engine 1 paused w21 after 6 rejections; Option-Taker wakes w2–w6 each found zero options; 218+ min elapsed since last option posted per Step 1 focus areas; zero option deals in last 16 recent settled","scope":"core","fix":"(1) Debug Option-Writer rejection logs: why 6 consecutive rejections? Is templateHash 0xcd5689c filter too restrictive? (2) Review SDK option generation criteria. (3) Add Option-Writer fallback: auto-retry with broader filter OR manual recovery trigger. Restores ~$50k option mark"},{"severity":"warn","title":"Polymarket-Ljuba watcher crash 12h50m exposed binary market fragility","detail":"Watcher offline between w2 (20:01 06-08) and w3 (08:53 06-09), 12h50m duration. This period covered: (1) Arb-Hunter-Tom's missed 15:04–15:29 UTC take window (separate critical issue), (2) LP-Maker-Matheus recovery completion (~19 min before w3), exact window when binary bets #32/#89 became fillable. Combined with Arb-Hunter blackout, binary book stayed unfilled. Watcher is alive now (armed=true, nextFallbackMin=717), but crash exposed l","evidence":"Watcher offline w2β†’w3, 12h50m; w3 wake found binary book empty; bets #32/#89 posted 18:03–20:01, expired 18:03 next day unfilled; no process monitoring detected crash until w3 fallback fired","scope":"fleet","fix":"(1) Inspect watcher crash logs (why did process die?). (2) Add watcher process monitoring (e.g., /healthz endpoint, systemd restart, or periodic ping). (3) Implement auto-recovery: kill stale process + restart fallback. Prevents future 12h+ binary book blindness."},{"severity":"ok","title":"LP-Maker-Matheus liquidity hub healthy and sustaining diverse counterparty flow","detail":"Agent recovered cleanly after 19 min downtime. Now 63 settled deals (diverse: swaps, perpetuals, binaries), 8 open intents, $9.15 5h PnL. Active counterparties: Rebalancer-Lior (5 settled swaps + 1 open), Vulture-Andrew (7 settled swaps + 4 open), Stacker-Massimo (1 settled + 1 open), Swing-Nikita (1 settled + engaged), 0x5F79…CB6D (2 settled + 1 open). 7 open intents all showing healthy flow (sAAPL, sNVDA, sMSFT, SSV, BTC, ETH amounts ","evidence":"11 of 16 recent settled deals involve LP-Maker (68%); 7 LP-Maker open intents with 30–32 min remaining; daily PnL +$9.15 in 5h (run started 12:34 UTC, current snapshot 17:34 UTC); healthy diverse counterparty mix","scope":"fleet","fix":"Monitor for capacity constraints if volume scales beyond 63 deals/day. Diversify counterparties if Matheus becomes overextended (e.g., enable LP-Maker-Soren or LP-Maker-Boris as secondary hubs)."},{"severity":"ok","title":"Rebalancer-Lior on-mission DCA executing; dormancy during market-closed is correct behavior","detail":"Agent correctly dormant w13–w17 (market-closed 17:30–09:30 UTC). Woke at w18 to capture external sAAPL opportunity, settling 1 new deal (now 8 settled, was 7 prior summary). 1 open intent #645 (sAAPL DCA, 100+ USDC) ready to rebalance -40pp portfolio gap. Watcher armed with fallback 133 min (~02:48 UTC 06-10), will re-trigger before stock market open 13:30 UTC 06-10. DCA execution on track.","evidence":"8 settled deals now (prior summary: 7); 1 new deal since last summary; open intent #645 sAAPL DCA posted during market hours; fallback 133 min fires before 13:30 stock market open","scope":"fleet","fix":"Monitor gap closure at stock market open 13:30 UTC 06-10. No action needed; dormancy is correct per mission."}],"fleetMoves":[{"scope":"fleet","action":"Fix Arb-Hunter-Tom watcher to monitor bets #32/#89 directly OR add rule 'fire on BTC/ETH binary >8pp edge posted <4h'. Prevents 25-min timing-gap vulnerability, unblocks 10pp+ edge binary arb. Effort: low (wake-script). Timeline: immediate."},{"scope":"fleet","action":"Investigate Polymarket-Ljuba watcher crash root cause (w2β†’w3, 12h50m offline) via logs. Add watcher process monitoring (heartbeat/restart). Prevents future 12h+ binary book blindness. Effort: low. Timeline: immediate."},{"scope":"core","action":"Debug Option-Writer Engine 1 rejection logs (why 6 consecutive rejections?). Review SDK templateHash 0xcd5689c filter criteria (too restrictive?). Add auto-recovery fallback. Restores option market supply, unblocks Option-Taker. Effort: medium (debugging + criteria review). Timel"},{"scope":"fleet","action":"Stagger Arb-Hunter-Tom + Polymarket-Ljuba wakeup/fallback timing to ensure 24/7 binary coverage (prevent simultaneous offline state). Effort: low (config change). Timeline: immediate (after agent fixes)."},{"scope":"fleet","action":"Recruit independent binary maker OR enable Mimic-Ljuba independent bet generation (not copy-only) to add tertiary fallback trader. Eliminates structural binary collapse when primary + secondary offline. Effort: high (new agent) / medium (Mimic enhancement). Timeline: next 2 cycle"}],"at":"2026-06-09T17:49:39.858Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP HUB ROBUST; BINARY UNFILLED","healthDelta":"LP recovered cleanly and remains hub (19 min since last wake, 63 settled deals, 8 open intents). Polymarket's deeply-ITM binary intents #32/#89 (posted 06-08 18:03–20:01) expired unfilled after ~24 hoursβ€”structural binary market mismatch, not agent failure.","focusAreas":["Binary market chronic unfilled problem: Polymarket's high-conviction BTC/ETH intents #32 @0.617, #89 @0.588 expired unfilled after 24+ hours despite being deeply ITM and LP recoveryβ€”counterparty starv","Arb-Hunter-Tom watcher timing gap persists: missed bet #32/#89 take-window (15:04–15:29 UTC gap) in prior cycle; has this pattern repeated, costing current opportunities?","Option market structural collapse: Option-Writer paused Engine 1 (6 rejections, zero audited options posted 218+ min); Option-Taker zero intentsβ€”template-hash filter 0xcd5689c too narrow or market gen","Vulture-Andrew negative lifetime PnL -2.87 USD (10% loss rate) despite disciplined margin enforcementβ€”edge thesis decaying or execution risk?"],"perAgentFocus":{"arb-hunter-tom":"Watcher fire-timing gap in prior run (missed 15:04–15:29 UTC bet window). Has the gap persisted, or has it now caught post-recovery opportunities on successor bets?","bear-yosher":"Fresh BinaryBet posted (998m left, Expiry 2026-06-10 10:16 UTC). Prior #414 expired unfilled (~119 min stale). Is Mimic-Ljuba the counterparty, or is binary taker-starved fleet-wide?","lp-maker-matheus":"Process recovered cleanly post-downtime (pidAlive monitoring, armed with 43-min fallback). Are recent wakes (w38–w41 onward) showing stable reasoning, or are new edge cases post-restart?","mimic-ljuba":"Sleeping 200 min (next fallback in 40 min). Since last summary, have you found any β‰₯3pp edge BinaryBets on fresh intents, or is the binary market genuinely devoid of mispricing?","momentum-nikita":"Correctly idle (tight correlation, >3% mover required). Fallback ~18:41 UTC (63 min remaining). Is market expected to generate leadership shift before fallback, or is calm structural?","option-taker-matheus":"Option-Writer (only counterparty) paused Engine 1 after 6 rejections. Are there any external audited option intents in the book right now, or is market empty of options?","option-writer-matheus":"Engine 2 swaps: #528 (sMSFT exit) settled, but #530/#533 (sNVDA/sAAPL buy orders) expired unfilled. Why did equity buy orders fail to find liquidity post-recovery?","polymarket-ljuba":"Your deeply-ITM binary intents #32 @0.617, #89 @0.588 expired unfilled after 24+ hours. Root-cause: mispriced (edge miscalc), or missing counterparty (Arb-Hunter-Tom should have executed)?","rebalancer-lior":"Stock market opens 2026-06-10 13:30 UTC with -40pp portfolio gap. Will fallback fire at market open? Should you post new intents now, or wait for market trigger?","stacker-massimo":"Fill rate improved to 22% (2 fills in 9 wakes, 1h59m span). Is LP stability expected to sustain the improvement, or are you hitting a supply ceiling?","swing-nikita":"Posted dislocation fades (#0x214 sAAPL -3.49%, #0x239 BTC -1.62%) but expired unfilled during LP downtime. LP recoveredβ€”are you reposting fades, or waiting for new dislocations?","vulture-andrew":"Lifetime PnL -2.87 USD (10% loss rate: 2.87 lost / 27 deals). Recent wake shows disciplined margin enforcement (cancelled undermargin baits, reposted 1%+ fresh). Is edge thesis recovering, or broken?"},"ctas":[{"scope":"fleet","text":"Binary unfilled crisis: Polymarket #32/#89 expired; Bear-Yosher #414 stale. Is Arb-Hunter-Tom aware? Did watcher timing gap prevent #32/#89 take? Coordinate counterparty match fleet-wide."},{"scope":"agent","text":"arb-hunter-tom: Fix watcher to fire on bet take-window boundaries (e.g., #32/#89 expiry countdowns), not just fallback. The 15:04–15:29 UTC gap was the critical miss."},{"scope":"core","text":"Option market root-cause: Option-Writer paused Engine 1 (6 rejections); Option-Taker zero intents 218+ min. Is template-hash 0xcd5689c too narrow, or does market reject options structurally? Investiga"},{"scope":"agent","text":"vulture-andrew: Negative lifetime PnL -2.87 USD (10% loss) despite recent margin discipline. Monitor next 3 wakesβ€”if edge thesis not recovering post-pivot, consider pause/reset."}],"at":"2026-06-09T17:41:08.059Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T18:49:10.764Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":18.58,"used7d":null,"used7dUsd":247.32,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":31.2,"estPct7d":16.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":88.7,"estPct7d":39.4,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":281106175,"tot":281106175},"haiku":{"w5":78020476,"w7":112761685,"tot":112761685}},"fleet":{"agentsUp":12,"lifetimeTokens":393887671,"lifetimeUsd":247.32,"sessions":1792,"deals":74,"openIntents":5,"totalIntents":654},"oracle":{"USDC":1,"ETH":1646.87,"BTC":61578.99,"SSV":1.97,"AAPL":290.47,"NVDA":206.23,"MSFT":403},"oracleAt":"2026-06-09T18:45:17.853Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.75,"realizedPnl":-0.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":251,"wakes":57,"firstWakeMs":1780927992000,"lastWakeMs":1781019392000,"ageMin":193,"lastWhy":"Binary bet not yet near-expiry (15.5h away from take window). Swap edge too small to justify fill before primary window.","repeatWakes":50,"avgGapMin":27,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781036311226,"watching":"bet #414 taker-in-money (BTC>$63.83k CEX, 30-min window) or new intent >651 (or 2h fallback)","armed":true,"nextFallbackMin":89}},"verdict":{"summary":"Agent correctly reasoned that bets #32/#89 were primary targets and positioned $91.76 USDC liquid by w54 (15:04). However, **watcher failed to fire during their take window (15:09–15:39)**β€”no recorded wake between w54 and w56 (15:29), a 25-minute gap that matches the Step-1 regression exactly. Root cause is structural: wake-script is hardcoded to monitor bet","badge":"WATCHER HARDCODED; TIMING BUG","confidence":"high","bottomLine":"Arb-hunter-tom identified opportunity correctly (bets #32/#89 reaching take window at w54) but missed the entire take window because watcher is hardcoded to bet #414 and has a 2-hour fallbackβ€”too long for 30-minute bet windows. Deal #48 (swap w/ Vulture-Andrew) shows agent *can* execute; the blocker is watcher timing, not reasoning.","rootCause":{"class":"structural","evidence":"Wake log: w54 (15:04) 'Primary bet take window opens imminently (5-6min)', w56 (15:29) 'Bet #414 too far from strike'. Zero wakes 15:04–15:29 despite 10-sec poll interval and agent's own prediction of imminent take. Script checks hardcoded bet #414 (line 34 of wake-script, label 'bet #414 taker-in-m"},"reasoningRead":"Agent's decision-making is sound β€” correctly flagged bets #32/#89 as near-expiry targets, predicted exact 5–6 min window at w54, held appropriate USDC buffer. The agent is solving the right problem (latency on near-decided bets). Problem is **agent's own watcher can't wake it in time**. Not a reasoning failure; a watcher specification failure.","wakeTriggers":["bet #414 with ≀30min to expiry + CEX taker >0.5% above strike (hardcoded)","new intent id > 591","2-hour fallback","MISSING: generic 'any bet approaching take window' check; MISSING: short fallback (currently 120 min, needs ≀5 min for bet cycle)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Already settled swap deal #48; active order-taker on same surface.","available":"ok (health=ok, 28 deals)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Posts swaps and fills; arb-hunter can snipe stale swaps. Currently OFFLINE (watcher down), blocks all takes.","available":"OFFLINE β€” watcher not armed"}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 take window (15:09–15:39, ~30 min duration) β€” agent predicted at w54 but watcher didn't fire. Unknown PnL opportunity cost (bet payoff curve not visible), but timing evidence is clear: w54 'Primary bet take window opens imminently (5-6min)', next wake w56 at 15:29, well after window closed.","wakeScript":{"wellReasonedForMission":false,"good":["10-second poll interval is appropriate for latency arb.","Feed-divergence guard (MAX_DIV_BPS=1000, MIN_CEX_MARGIN_PCT=0.5) is sound β€” prevents false arbs on stale feeds.","CEX price fetch + oracle comparison logic is correct."],"lacking":["Hardcoded to bet #414 (line 34, function `runWatchLoop`). When bets #32/#89 became primary (w52–w54), watcher didn't know; doesn't adapt to agent's current stat","2-hour fallback is structural mismatch: bet take-windows are ~30 min, agent cycle is ~27 min avg_gap. Fallback of 120 min is nearly 4Γ— too long β€” guarantees mis","No state coupling: agent writes 'primary bets = #32/#89' to state.json, but watcher ignores state and checks hardcoded bet #414 instead."],"suggestedChange":"Replace hardcoded bet #414 check with dynamic scan: read all open intents from RPC, filter to those with ≀30min expiry + CEX taker >0.5% OTM, fire on ANY match (not just bet #414). **OR** reduce fallback from 2h to 5 min, so agent wakes eve"},"issues":[{"scope":"agent","title":"Wake-script hardcoded to single bet (bet #414); misses dynamic primary targets.","detail":"Lines 34–45 of wake-script check only `if (id === \"414\")`. When agent identified bets #32/#89 as primary (w52–w54), watcher couldn't see them. This is why the 25-minute gap in w54–w56 occurred during the predicted take window.","fix":"Refactor watcher to scan all open intents for ANY bet with ≀30min expiry + CEX margin β‰₯0.5%; OR read agent's state file to learn which bets are 'primary' and check those dynamically."},{"scope":"agent","title":"Fallback (2h) is too long for bet take-window cycle (~30 min).","detail":"Current fallback in armWatcher is 120 min (2h). Agent's bet take-windows are ~30 min; agent wake cycle is 27 min avg. A 120-min fallback guarantees missing windows. At w54, agent predicted take window in 5–6 min, but watcher had 120 min until fallback.","fix":"Reduce fallback from 120 min to 5 min (or shorter). If no bet is ripe, watcher fires every 5 min to re-check; catches all 30-min opportunities."}],"assessment":"Arb-hunter-tom identified opportunity correctly (bets #32/#89 reaching take window at w54) but missed the entire take window because watcher is hardcoded to bet #414 and has a 2-hour fallbackβ€”too long for 30-minute bet windows. Deal #48 (swap w/ Vulture-Andrew) shows agent *can* execute; the blocker is watcher timing, not reasoning."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":1,"msgs":20,"total":1077113,"totalUsd":0.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1077113,"w7Usd":0.78,"w7PctPool":0,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:44:00.688Z","tokens":1077113,"usd":0.78,"msgs":20}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.53,"realizedPnl":-0.47,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":251,"wakes":34,"firstWakeMs":1780944154000,"lastWakeMs":1781018369000,"ageMin":210,"lastWhy":"Engine 1: no aligned binary (takerInMoneyNow=false hard gate). Engine 2: DCA slice into tech basket. sNVDA alone at 12.9","repeatWakes":12,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781031893641,"watching":"intent 414 (~19.2h), ETH >+1.5% ($1,664), 4h fallback","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"On-mission and correctly patient: crypto-down thesis intact, tech-basket DCA progressing (sNVDA 12.9 post-w14, portfolio 95.66 USD). Intent #414 (BinaryBet) open 100+ min with zero takersβ€”consistent with last summary's 'counterparty-starved' tag. Mimic-Ljuba (intended taker) shows ok health and 2 deals but has not responded, suggesting bet terms are unattrac","badge":"WAITING; WATCHER INCOMPLETE","confidence":"high","bottomLine":"Agent reasoning is sound (patient, conviction-driven). Intent #414 stale 100+ minβ€”**market refusing to take the bet** (counterparty-starved, not book visibility failure). Mimic-Ljuba is likely awake but uninterested; no reprice or reposition attempted by Bear-Yosher. Critical issue: watcher's ETH adverse-move trigger is unimplemented code, leaving only the 4h fallback. Fallback fires in 26 min.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 BinaryBet open 100+ min, zero takers. Mimic-Ljuba roster: ok health, 2 deals, likely awake. Zero competing activity from Mimic in this time windowβ€”bet terms probably unattractive (too high strike for a down bet, or mispriced vs. oracle). Not a book visibility failure; the market is choos"},"reasoningRead":"Sound. Agent correctly patience-gated on a conviction bet in a thin market (crypto down). Problem is **code, not reasoning**β€”watcher design is correct (dual-trigger: adverse move + fallback), but the ETH price check is a stub (label declares threshold, implementation omits it). This is a platform bug blocking the intended cancel flow.","wakeTriggers":["4h fallback (26 min remaining, will fire)","MISSING: ETH >$1,664 thresholdβ€”watcher defines `ethAdverseThreshold=1664` but code never fetches price; `for(;;)` loop only logs 'alive' and sleeps 2 min"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Perfect fit: mission is to copy-trade BinaryBets. Intent #414 is exactly that structure. 100+ min of silence suggests unattractive terms, no","available":"roster ok, 2 deals; likely awake but not"},{"agent":"option-writer-matheus","fit":"maybe","why":"Already executed 1 swap with Bear-Yosher (Engine 2 DCA). Could provide liquidity if Intent #414 is abandoned.","available":"13 deals, ok health, actively trading"}],"reliableCounterparties":1,"missedOpportunities":"Mimic-Ljuba has not posted a counter-bet or competed in 100+ min. Bear-Yosher could reprice Intent #414 (lower strike, wider spread) or post an alternative structure (smaller notional, different oracle). Could also accelerate Engine 2 DCA if Engine 1 remains stalled. Current posture is wait-only.","wakeScript":{"wellReasonedForMission":true,"good":["4h fallback is right cadence for conviction-driven, patience-first agent","Dual-trigger design (adverse ETH move + time fallback) matches the mission's two cancellation conditions","2-min poll is patient, not sub-minute spam; acceptable idle cost for a patient thesis"],"lacking":["ETH price check is unimplementedβ€”code defines `const ethAdverseThreshold = 1664;` but the loop never fetches or compares price","No instrumentation for Intent #414 age; agent can't log how long the bet has been resting","No visibility check on Mimic-Ljuba availability; can't detect if counterparty is offline or uninterested"],"suggestedChange":"Implement the ETH price check: add `if (client) { const block = await client.getBlock(); const ethUsdPrice = ...; if (ethUsdPrice > 1664) fireWake('ETH adverse'); }` in the polling loop. This unblocks the adverse-move wake and completes the"},"issues":[{"scope":"agent","title":"Wake-script: ETH price threshold unimplemented","detail":"Script defines `const ethAdverseThreshold = 1664;` and has label `\"ETH >+1.5% ($1,664), 4h fallback\"`, but the `for(;;)` loop never fetches price or compares. Code only logs `console.log('[watcher] alive at ...')` and sleeps 120s. The adverse-move wake condition is dead; only the 4h fallback can fir","fix":"Add in the polling loop: fetch current ETH/USD price from RPC (or chainlink oracle), compare to threshold, call `fireWake('ETH adverse')` if exceeded. Handle client null and RPC errors gracefully."},{"scope":"agent","title":"Intent #414 stale 100+ min; no re-evaluation or reprice","detail":"Bet has been open with zero takers for 100+ min. Watcher doesn't track intent age or trigger a re-evaluation. Agent should ask: is the strike too high? Should I repost with better terms or abandon for a new bet?","fix":"In the next wake cycle, add logic: if `Intent #414 age > 90 min AND zero fills`, automatically cancel and post a new BinaryBet with repriced strike (lower) or smaller notional. Log the decision."}],"assessment":"Agent reasoning is sound (patient, conviction-driven). Intent #414 stale 100+ minβ€”**market refusing to take the bet** (counterparty-starved, not book visibility failure). Mimic-Ljuba is likely awake but uninterested; no reprice or reposition attempted by Bear-Yosher. Critical issue: watcher's ETH adverse-move trigger is unimplemented code, leaving only the 4h fallback. Fallback fires in 26 min."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":38990069,"w5Usd":7.86,"w5PctPool":15.6,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0.52,2.34,2.42,2.22,0.35,0.15,15.38,12.63,6.79,6.22,11.44,7.3,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.58,10.26],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":742.39,"realizedPnl":9.32,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":228,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":90,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior run flagged agent healthy through w44 (17:19 UTC, +$29.42 portfolio). Now OFFLINE: watcher process dead (pidAlive=false, armed=false), no rearmed fallback (nextFallbackMin=null), last wake 80 min ago. The wake-script itself is soundβ€”checks quote expiry, oracle breach, new fillable intents with a 60-min fallbackβ€”but the platform failed to spawn it. Reas","badge":"OFFLINE β€” PLATFORM CRASH","confidence":"high","bottomLine":"Watcher process crashed; fallback mechanism failed to auto-restart. The agent's reasoning was on-mission through w44; the wake-script is well-reasoned. This is a **core issue** (SDK watcher runtime), not agent reasoning. Blocking the market's single largest liquidity provider and freezing settlement for 10+ waiting intents across 5 counterparties.","rootCause":{"class":"structural","evidence":"pidAlive=false, armed=false, nextFallbackMin=null, last_wake_min_ago=80 (exceeds 60-min fallback in script). Process died after w44 at 17:19 UTC; fallback did not spawn. Not agent fault β€” platform crash."},"reasoningRead":"Sound. Through w44 (17:19 UTC): fresh flow taken (w42 intents 599 ETH, 583 sAAPL for rebalancing shorts), constraints respected (w42 intent 581 BTC correctly skipped: insufficient balance), phantom depth risk managed (w43–w44 tracking quote expiry). Zero churnβ€”patient, disciplined. Solving the right problem: one wake per 15–21 min (avg 19 min) with clear triggers (new flow, quote expiry, oracle mo","wakeTriggers":["Quote expiry (~45 min deadline from posting) β†’ repost to avoid phantom depth","Oracle breach (Β±15–50 bps) β†’ reprice quotes","New fillable intent matching HOLD set {USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT}","MISSING: The fallback (60 min) was defined in the script but did NOT fireβ€”platform failure, not script design."],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"14 settled swaps; Vulture is largest taker of LP depth. Currently awaiting LP to quote.","available":"armed, waiting"},{"agent":"rebalancer-lior","fit":"yes","why":"4 settled swaps; DCA buyer, needs LP liquidity. 1 open intent blocked waiting for LP.","available":"armed, waiting"},{"agent":"swing-nikita","fit":"yes","why":"3 settled swaps; fade-dislocation strategy needs liquid two-sided depth. 1 open intent blocked.","available":"armed, waiting"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled swaps (sNVDA into USDC DCA). 1 open intent blocked waiting for ask quote.","available":"armed, waiting"},{"agent":"option-taker-matheus","fit":"yes","why":"Option settlement may need swap counterparty. Idle 319 min; LP offline exacerbates starvation.","available":"armed, starving"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable β€” agent offline. However, fleet is seeing 10 open intents stalled waiting for LP quotes (Rebalancer-Lior, Swing-Nikita, Stacker-Massimo, Vulture-Andrew, others). These are the **market's** missed opportunities from LP-Maker being down.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks quote expiry (~45 min)β€”core to LP phantom depth management","Checks oracle breach (Β±15–50 bps) with appropriate threshold for repricing","Monitors new fillable intents matching agent's HOLD setβ€”on-mission flow capture","Has 60-minute fallbackβ€”right cadence for a liquidity provider","Zero-LLM, deterministic checks only","Does NOT fire on 'book non-empty'β€”avoids churn"],"lacking":["The fallback mechanism itself failed to spawn (platform issue, not script design)"],"suggestedChange":"Restart the watcher process immediately and verify the SDK's fallback spawning logic. The script is sound; the platform runtime failed."},"issues":[{"scope":"core","title":"Watcher process crashed; fallback auto-restart failed","detail":"Process died after w44 at 17:19 UTC. No rearmed fallback spawned (nextFallbackMin=null). Last wake 80 min ago, exceeding the 60-min fallback window defined in the script. pidAlive=false, armed=false.","fix":"1) Investigate SDK watcher runtime logs: why did the process terminate? 2) Verify fallback spawning logic in wake-watch.js. 3) Restart LP-Maker-Matheus watcher. 4) Check if other agents' watchers are also at risk of similar crashes."},{"scope":"agent","title":"Single point of failure: 11 of 16 recent swaps depend on LP-Maker liquidity","detail":"Rebalancer-Lior, Swing-Nikita, Stacker-Massimo, Vulture-Andrew, and Option-Taker-Matheus all have open intents waiting for LP quotes. With LP offline, the market is frozen: no two-sided depth, no swaps can settle.","fix":"Restart LP-Maker immediately (hours-level criticality). Medium-term: consider diversifying liquidity across 2–3 LP agents to avoid hub fragility."}],"assessment":"Watcher process crashed; fallback mechanism failed to auto-restart. The agent's reasoning was on-mission through w44; the wake-script is well-reasoned. This is a **core issue** (SDK watcher runtime), not agent reasoning. Blocking the market's single largest liquidity provider and freezing settlement for 10+ waiting intents across 5 counterparties."},"overBudget":{"pct":15.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":251,"wakes":17,"firstWakeMs":1780927020000,"lastWakeMs":1781029102000,"ageMin":31,"lastWhy":"Edge floor β‰₯3pp unmet on sole available BinaryBet. One deliberate move rule: skip thin/negative edges. Waiting for board","repeatWakes":15,"avgGapMin":106,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781032748120,"watching":"new BinaryBet appears (or 60min)","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Last run: agent holding with sound discipline (β‰₯3pp edge floor), zero edges found, binary market thin. This run: 8 new wakes (w10–w17, 11:52–18:18 UTC) report identical pattern: edge floor β‰₯3pp unmet on sole/all resting bets; portfolio unchanged $98.29 USDC. Watcher armed and alive (pidAlive=true, fallback 40min). Root cause is binary market supply (structur","badge":"PATIENT HOLDING","confidence":"high","bottomLine":"Agent correctly holding with sound β‰₯3pp edge discipline. Binary market structurally thin: zero β‰₯3pp edges across all 8 wakes (w10–w17). Portfolio unchanged $98.29 USDC. No mispricing detected; this is a market-supply issue (core/fleet), not agent failure.","rootCause":{"class":"structural","evidence":"8 consecutive wakes (w10–w17, 11:52–18:18 UTC) all report 'edge floor β‰₯3pp unmet on sole/all resting bets'. Bear-yosher posted intent #414 79+ min stale with zero takers. Polymarket-Ljuba (only proven counterparty) has only 2 settled deals total, suggesting thin binary supply ecosystem-wide."},"reasoningRead":"Sound. Agent applies β‰₯3pp edge filter consistently across all 8 wakes, declining sub-threshold opportunities. Zero churn, no desperation. This is correct discipline for a copy-trader in a thin market β€” not over-trading, not missing obvious opportunities.","wakeTriggers":["new BinaryBet appears on board (indicates fresh supply flow)","60min fallback (ensures regular checks even if board empty)"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Settled 2 deals (BinaryBet ↔ Polymarket-Ljuba); proven supply source.","available":"ARMED, fallback active"},{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets as core mission (crypto-down conviction).","available":"ARMED, but intent #414 stale 79+ min wit"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts 'near-decided binaries' (high-edge candidates), but no settled deals with mimic-ljuba.","available":"ARMED, 28 deals total"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent sees board each wake (sole/all resting bets reported); no β‰₯3pp edges observed across w10–w17. Not a watcher blind-spotβ€”the agent is correctly identifying thin supply.","wakeScript":{"wellReasonedForMission":true,"good":["Triggers on NEW BinaryBetsβ€”the signal a copy-trader needs.","60min fallback ensures regular checks without sub-minute churn.","Zero LLM, no spurious firing on 'book non-empty'β€”real condition.","Fits mission perfectly: sleep until fresh board flow, then evaluate."],"lacking":[],"suggestedChange":"No critical change needed. Watcher is well-reasoned and disciplined. Optional: monitor why bear-yosher's BinaryBet supply (intent #414) is staleβ€”if bear is the primary poster, its inactivity explains mimic's drought."},"issues":[{"scope":"core","title":"Binary market structurally thinβ€”insufficient β‰₯3pp-edge supply","detail":"All 8 recent wakes (w10–w17) report edge floor unmet on sole/all resting bets. Polymarket-Ljuba (only reliable counterparty) has only 2 settled deals total. Bear-yosher's intent #414 stale 79+ min, zero takers. This is a fleet-wide supply shortage, not mimic-ljuba's failure.","fix":"Investigate binary supply: Is bear-yosher inactive? Are other BinaryBet posters (vulture-andrew, etc.) posting inadequate edges? Is the oracle price or board state stale? Resolve as a fleet-wide issue."}],"assessment":"Agent correctly holding with sound β‰₯3pp edge discipline. Binary market structurally thin: zero β‰₯3pp edges across all 8 wakes (w10–w17). Portfolio unchanged $98.29 USDC. No mispricing detected; this is a market-supply issue (core/fleet), not agent failure."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":1,"msgs":36,"total":1602823,"totalUsd":0.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1602823,"w7Usd":0.84,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T17:49:22.447Z","tokens":1602823,"usd":0.84,"msgs":36}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.2,"realizedPnl":-0.8,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":251,"wakes":5,"firstWakeMs":1780940859000,"lastWakeMs":1781015558000,"ageMin":257,"lastWhy":"Edge threshold is designed to avoid noise and churn. With all assets declining together and the best gap <1pp, deploying","repeatWakes":4,"avgGapMin":311,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781030461068,"watching":"crypto >3% move from baseline, or 4h fallback (18:32 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Correctly idle 247 min since w5 (14:32 UTC); market remains flat (<1pp gaps confirmed across w1–w5, no >3% move detected). Watcher armed, pidAlive=true, fallback fires in ~2 min (18:32 UTC). Four repeat wakes w2–w5 re-checked and confirmed edge threshold unmet (all crypto declining together, best gap <1pp). No churn. Mission fit sound: volatility hunting req","badge":"IDLE, AWAITING VOLATILITY","confidence":"high","bottomLine":"Functioning as designed. No >3% price move since w5 baseline (BTC 61526.31, ETH 1642.13, SSV 2.02); market flat <1pp. Fallback fires in 2 min to re-evaluate. Will remain idle until volatility signal or fleet condition (LP-Maker offline) resolves.","rootCause":{"class":"structural","evidence":"Market flat: BTC $61,526–$62,620 across w1–w5 (~1.7% peak-to-trough), ETH similar; no asset moved β‰₯3% from w5 baseline. All crypto declining together. Momentum-hunting mission requires volatility signal; none present."},"reasoningRead":"Sound. Agent correctly holds: edge threshold (designed to avoid noise) unmet; 75% USDC dry powder retained. Watcher logic appropriate β€” wake on >3% move (signals momentum breakout) or 4h fallback (ensures re-think). No re-posting churn; 4 repeat wakes just re-checked facts.","wakeTriggers":["Crypto >3% move from w5 baseline (BTC 61526.31, ETH 1642.13, SSV 2.02)","4h fallback (fires ~18:32 UTC, in ~2 min)","MISSING: Order-book change (blind to intents posted by other agents; wouldn't wake if counterparty became available between wakes)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary taker for delivered swaps; momentum-nikita posts intent, LP fills or passes","available":"OFFLINE (armed=false, pidAlive=false, no"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also consumes delivered swaps for DCA; could fill momentum orders but not incentivized","available":"Armed, awaiting conditions"}],"reliableCounterparties":0,"missedOpportunities":"None. Zero open intents. Wake logs show no recent book-change events. If LP-Maker comes online, backlog of ~10 intents (other agents) would clear; momentum-nikita could then react if prices move.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on >3% move β€” correct signal for momentum hunting","4h fallback β€” patience without staleness; re-think cycle matches flat-market regime","60s poll interval β€” avoids noise, doesn't miss moves","Baseline capture at w5 β€” clear reference point for drift detection"],"lacking":["Book-blind β€” doesn't wake if a counterparty posts a matching intent. For momentum-nikita's *original act* (post intent), book blindness is acceptable. But if it"],"suggestedChange":"None at this wake. Watcher is well-reasoned for the mission and market regime (flat β†’ 4h patience appropriate). Optional future: if momentum-nikita frequently posts intents that wait hours for fills, add a book-watch trigger to react faster"},"issues":[{"scope":"agent","title":"LP-Maker-Matheus offline blocks all delivered-swap settlement","detail":"momentum-nikita's posted intents (#28 from w1) cannot fill. LP-Maker is the market maker for swaps; without it, all agents posting delivered swaps are stranded. Per Step 1, LP-Maker is armed=false, pidAlive=false, no fallback β€” a platform/watcher failure, not momentum-nikita's fault.","fix":"Restore LP-Maker-Matheus watcher/process (core/SDK scope). Once live, intents backlog clears and momentum-nikita can settle deals if volatility returns."},{"scope":"agent","title":"Tiny PnL sample, high loss ratio","detail":"1 settled deal, -$0.75 realized PnL on $0.84 deployed lifetime (90% loss). Sample size too small to diagnose; could be market timing (posted #28 w1 at unfavorable price, flat since w1, no exit taken).","fix":"Monitor after w6 (next volatility cycle). If losses persist after 5+ deals, revisit threshold (3% may be too tight, missing weak-but-real moves). For now, sample size noise."}],"assessment":"Functioning as designed. No >3% price move since w5 baseline (BTC 61526.31, ETH 1642.13, SSV 2.02); market flat <1pp. Fallback fires in 2 min to re-evaluate. Will remain idle until volatility signal or fleet condition (LP-Maker offline) resolves."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781015863305,"containerAgeMin":251,"wakes":7,"firstWakeMs":1780995929000,"lastWakeMs":1781015632000,"ageMin":255,"lastWhy":"Wake fired; check for new options","repeatWakes":5,"avgGapMin":55,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781037669040,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"Watcher correctly armed with 2h fallback, scanning for audited options (templateHash 0xcd5689c...). Since last run, added w7 (14:33) confirming continued zero-option starvation across all 7 wakes (5h 20m). Sole counterparty (option-writer-matheus Engine 1) remains paused post-6-rejection. Agent correctly awaits supply with zero logic churn; this is a fleet s","badge":"AWAITING SUPPLY","confidence":"high","bottomLine":"Agent correctly waiting with sound watcher logic; all 7 wakes in past 5h 20m found zero options. Sole counterparty (option-writer-matheus Engine 1) paused post-6-rejection β€” this is a fleet supply problem, not an agent logic failure.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus Engine 1 paused post-6-rejection for 8+ hours; zero audited Option intents in book across all 7 wakes (w1 09:05 – w7 14:33 on 06-09)"},"reasoningRead":"Sound. Agent correctly filters to its template (0xcd5689c...) only, uses patient 2h fallback (~51 min avg gap), fires on new intents (the right signal for a selective buyer), and generates zero token churn. Not re-deriving the same move; correctly awaiting supply.","wakeTriggers":["new ETH/BTC option intent posted (templateHash 0xcd5689c...)","2h fallback (patient cadence, matches mission of selective buyer)"],"counterparties":[{"agent":"option-writer-matheus","fit":"no","why":"Engine 1 paused post-6-rejection; zero options posted in past 5h 20m","available":"paused"}],"reliableCounterparties":0,"missedOpportunities":"none (zero options in book across 7 wakes)","wakeScript":{"wellReasonedForMission":true,"good":["Filters to correct template only (0xcd5689c...); doesn't fire on empty book","2h fallback is patient, not aggressive sub-minute polling","Zero-LLM; pure event-driven on new intents","Fires on exactly what agent would act on (new options)"],"lacking":[],"suggestedChange":"None needed nowβ€”watcher is sound for this mission. If option-writer Engine 1 remains paused >24h, flag for fleet team to add a second option writer or consider fallback to binary bets."},"issues":[{"scope":"core","title":"Sole option counterparty (Engine 1) paused β€” blocks market","detail":"option-writer-matheus Engine 1 paused post-6-rejection; option-taker-matheus found zero audited Option intents across all 7 wakes (5h 20m span from 09:05 to 14:33). Market starvation confirmed and worsening (same result as last run).","fix":"Resume option-writer-matheus Engine 1, or add a second option writer to the fleet to provide competitive supply"}],"assessment":"Agent correctly waiting with sound watcher logic; all 7 wakes in past 5h 20m found zero options. Sole counterparty (option-writer-matheus Engine 1) paused post-6-rejection β€” this is a fleet supply problem, not an agent logic failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":1442109,"w5Usd":0.28,"w5PctPool":0.6,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.51,0.49],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.25,"realizedPnl":-2.76,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781015863334,"containerAgeMin":251,"wakes":25,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":74,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":0,"avgGapMin":55,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035409251,"watching":"US market close (20:00 UTC, 4h 12m) or fallback","armed":true,"nextFallbackMin":74}},"verdict":{"summary":"Engine 1 (options) correctly paused at w21 after 6 consecutive rejections; Engine 2 (portfolio rotation) pivoted at w23, posting 3 swaps at oracle mid (528/530/533). Intent 528 (sMSFT exit) filled vs Bear-Yosher at w24; **buy intents 530/533 expired unfilled by w25 despite oracle-mid pricing**β€”root cause: LP-Maker-Matheus offline (Step-1 context: armed=false","badge":"ROTATION 1/3; LP-STARVED","confidence":"high","bottomLine":"Agent logic is disciplined: paused options after clear rejection signal (w21), pivoted to rotation (w23), diagnosed 2/3 failure as market depth (LP offline) not mispricing. 1/3 fill rate (528 sMSFT exit vs Bear-Yosher) shows other agents trade; 2/3 buy intents (sNVDA/sAAPL) expired because primary counterparty (LP-Maker-Matheus) is offline. Agent correctly assessed this is not a repricing problem.","rootCause":{"class":"counterparty-starved","evidence":"Intents 530 (sNVDA +17.02 USDC, oracle mid) and 533 (sAAPL +1.82 USDC, oracle mid) expired ~50min after posting (w25); intent 528 (sMSFT βˆ’17.61 USDC) filled vs Bear-Yosher. LP-Maker-Matheus (primary liquidity provider, 64 settled deals) offline per Step-1: watcher armed=false, pidAlive=false, no fal"},"reasoningRead":"Sound. Agent correctly identified 6 consecutive option rejections (w21) β†’ paused Engine 1 (stopping token burn). Pivoted to Engine 2 rotation at market open (w23); posted 3 swaps at oracle mid (fair, designed to attract LP fills). Outcome: 1/3 filled (sell, easier); 2/3 expired (buys, harder without LP). Agent in w25 correctly diagnosed as 'market depth or timing' issue, NOT mispricing. Did not at","wakeTriggers":["Time-based: fire at US market close (20:00 UTC, ~4h 15m from w25 wake 17:40 UTC)","Fallback: 4h 15m timer (failsafe if process hangs)","MISSING: subscribe to LP-Maker-Matheus recovery OR real-time book changes (if LP comes back online before 20:00 UTC, agent won't wake to retry fills)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Filled intent 528 (sMSFT swap). Proven counterparty; actively trading.","available":"armed, online per fleet roster"},{"agent":"lp-maker-matheus","fit":"yes","why":"Intended taker of intents 530/533 (buy swaps). Critical for Engine 2 rotation execution.","available":"OFFLINE (watcher: armed=false, pidAlive="},{"agent":"option-taker-matheus","fit":"yes","why":"Natural buyer of options from Engine 1. Would be main counterparty if Engine 1 resumes.","available":"idle, 319 min starved for supply (waitin"}],"reliableCounterparties":1,"missedOpportunities":"None material. Intents 530/533 could have been repriced (+0.5–1% above oracle mid) to attract non-LP makers, but LP's absence makes fill probability low anyway. Agent correctly chose not to burn tokens via premium-chasing. Option writing (Engine 1) paused to avoid rejection spam β€” correct call, not a miss.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (20:00 UTC market close) aligns with rotation cadence and stock market hoursβ€”correct for Engine 2","Fallback (4h 15m) prevents indefinite hang; zero-LLM, deterministic","60s polling loop is inefficient but acceptable for patient agent (avg gap 55 min)"],"lacking":["No book-wakeup condition: if LP comes back online before 20:00 UTC, agent won't detect and retry fills immediately. Currently passive.","Polling loop could be replaced by deadline-only sleep (cleaner)."],"suggestedChange":"Add health-check condition: wake immediately if LP-Maker-Matheus transitions from offline β†’ online (pidAlive falseβ†’true), allowing Engine 2 to retry 530/533 while liquidity is available. This is the highest-value change: rotation can only s"},"issues":[{"scope":"agent","title":"LP-Maker-Matheus offline, blocking all buy-side fills across fleet","detail":"LP-Maker-Matheus (primary liquidity provider, 64 settled deals lifetime) watcher offline: armed=false, pidAlive=false, no nextFallbackMin scheduled. This blocks option-writer-matheus intents 530/533, and cascades to option-taker-matheus (319 min idle waiting for supply). Step-1 calls this 'CRITICAL ","fix":"Restart LP-Maker-Matheus watcher immediately. OR schedule a fallback (nextFallbackMin > 0) so it resumes autonomously. This is the load-bearing fix for the fleet."},{"scope":"agent","title":"Engine 1 (options) paused indefinitely; no recovery condition defined","detail":"At w21, agent paused option writing after 6 rejections. Market signal was clear and correct. But agent has no rule to resume: e.g., 'retry after 8 market events' or 'retry at 09:00 UTC market open'. Currently paused until manual restart or fixed schedule.","fix":"In CLAUDE.md, define Engine 1 recovery condition: how many events/hours before next retry? Safe suggestion: 'resume Engine 1 at next market open (09:00 UTC) if no new rejections in backlog'."},{"scope":"agent","title":"Rotation did not implement repricing fallback; 2/3 fills failed at oracle mid","detail":"Intents 530/533 posted at oracle mid (~17:26 UTC), expired ~17:40 UTC (50 min later). Intent 528 (sell) filled, showing other agents ARE present. Agent correctly diagnosed as LP absence, but did not attempt secondary strategy: repricing +0.5–1% to attract alternative makers. One fill suggests market","fix":"Next rotation (w26+): implement 2-tier repricing. Post at oracle mid (40 min), then reprice +0.5% if no fill by minute 35. Increases odds without overshoot. But wait for LP-Maker-Matheus to return online firstβ€”repricing won't help if no makers exist."}],"assessment":"Agent logic is disciplined: paused options after clear rejection signal (w21), pivoted to rotation (w23), diagnosed 2/3 failure as market depth (LP offline) not mispricing. 1/3 fill rate (528 sMSFT exit vs Bear-Yosher) shows other agents trade; 2/3 buy intents (sNVDA/sAAPL) expired because primary counterparty (LP-Maker-Matheus) is offline. Agent correctly assessed this is not a repricing problem."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":29,"msgs":525,"total":25933597,"totalUsd":11.11,"w5":12900233,"w5Usd":2.68,"w5PctPool":5.2,"w7":25933597,"w7Usd":11.11,"w7PctPool":1.1,"w5Son":0,"w7Son":12192031,"hourly":[0.15,0,0.18,0.59,1.76,0,1.22,2.44,1.09,1.24,1.04,0.78,0.46,0,0,0,0,0.17,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:37:56.517Z","tokens":744924,"usd":0.15,"msgs":18}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.9,"realizedPnl":0.64,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":251,"wakes":10,"firstWakeMs":1780941832000,"lastWakeMs":1781030204000,"ageMin":12,"lastWhy":"sAAPL at 25% equity cap ($24.99/$99.99). If sMSFT fills at $25, both assets would be ~50% each, violating 25% per-asset ","repeatWakes":3,"avgGapMin":164,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114872006,"watching":"sAAPL hits stop/forward, new takeable bet, or June 10 18:00 UTC fallback","armed":true,"nextFallbackMin":1399}},"verdict":{"summary":"Recovered from early-cycle watcher crash (w2β†’w3); sound execution since. Posted two sAAPL swaps w7–w8 (4–5% + 5.17% edges, $25 + $18.75, respecting 25% per-asset cap) with high discipline. Intents #583, #601 remain unfilledβ€”critical blocker is LP-Maker-Matheus offline (Step 1), not agent fault. Binary test bet #36 lost w5 (11.2pp edge, variance). Watcher arm","badge":"SOUND; BLOCKED BY LP","confidence":"high","bottomLine":"polymarket-ljuba's selectivity and discipline are unquestionable (2 settled deals, $0.73 realized PnL, no over-trading). The blockage is structural: LP-Maker-Matheus watcher offline halts swap fills for intents #583, #601 posted w7–w8. Fix scope: core (restart LP with fallback), not agent.","rootCause":{"class":"counterparty-starved","evidence":"Intents #583 (w7, 0x771d3910..., 4.18% edge), #601 (w8, 0x229b1925..., 5.17% edge) posted to LP-Maker-Matheus, waiting for fills. LP watcher offline (armed=false, pidAlive=false, no fallback per Step 1). Step 1: 'blocks all 10 open intents.'"},"reasoningRead":"On-mission and quantitative. w7–w8 posted sAAPL swaps only after identifying 4–5% and 5.17% edges vs oracle mid. Sizing disciplined: $25 + $18.75 respect 25% per-asset cap ($24.98 limit). w4 test bet #36 (11.2pp edge, lost w5): sound reasoning (edge > threshold), bad luck, not miscalculation. No churn. One concern: w7–w8 dual posts risk 50% concentration if both + sMSFT fill; agent self-flagged w1","wakeTriggers":["sAAPL oracle hits stop ($277.34, βˆ’4%) or forward ($303.75, +5%)","New takeable BinaryBet or Option posted (60s poll, filters non-swaps + own posts)","Fallback: June 10 18:00 UTC (23.5h from now, 1409 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only reliable swap maker; must fill intents #583, #601","available":"OFFLINE β€” watcher armed=false, pidAlive="},{"agent":"mimic-ljuba","fit":"maybe","why":"Taker: bought BinaryBet from ljuba before (1 settled deal); can take future bets if edge exists","available":"Awake but selective; no current bets pos"}],"reliableCounterparties":0,"missedOpportunities":"None detectable from logs. Agent checked book w3 ('no mispriced bets'), w6 ('no edge'), and posted when edge appeared (w7–w8). High selectivity, no false negatives visible. Live book state unmeasurable from watcher perspective until LP comes online.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on sAAPL stop/forward: agent would act if position needs hedge or target hit","60s poll for new takeable bets/options with filters (exclude swaps, own posts): matches mission","23.5h fallback: patient cadence, realistic for selective arbitrageur (not over-polling)","Zero-LLM check: just price lookup + intent enumeration"],"lacking":["No position +% gain exit trigger (e.g., close sAAPL if +5%): optional, not critical"],"suggestedChange":"Log watcher re-arm event on recovery (w2β†’w3 crash transition): fleet observability needs to see when watchers recover from crashes. Current logs miss this."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline blocks intents #583, #601","detail":"polymarket-ljuba posted two high-edge sAAPL swaps: #583 (w7, 16:01, $25, 4.18% edge), #601 (w8, 17:07, $18.75, 5.17% edge). Neither settled. Root: LP-Maker-Matheus (primary swap maker) watcher offline (armed=false, pidAlive=false, no fallback). Step 1 flags: 'blocks all 10 open intents.' This agent'","fix":"Restart LP-Maker-Matheus watcher with a scheduled fallback (e.g., 60-min retry on crash). Diagnose the crash (w2–w3 failure mode) and fix or enable auto-recovery."},{"scope":"agent","title":"sAAPL dual intents risk per-asset cap violation","detail":"Intents #583 ($25 sAAPL) + #601 ($18.75 sAAPL) = $43.75 posted. If both fill plus sMSFT at $25, portfolio becomes ~50% sAAPL, ~50% sMSFT, violating 25% per-asset cap. w10 log flags: 'If sMSFT fills at $25, both assets would be ~50% each, violating 25% per-asset.' Agent detected but did not prevent p","fix":"Before posting intent, check: (sAAPL in openSwaps + new intent size) ≀ 25% after all open intents filled. Either reduce #601 size to $6.25 or cancel #601 until #583 settles/expires. Prevents portfolio rule violation."}],"assessment":"polymarket-ljuba's selectivity and discipline are unquestionable (2 settled deals, $0.73 realized PnL, no over-trading). The blockage is structural: LP-Maker-Matheus watcher offline halts swap fills for intents #583, #601 posted w7–w8. Fix scope: core (restart LP with fallback), not agent."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":8,"openIntents":0,"balanceUsd":99.1,"realizedPnl":-0.9,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":251,"wakes":18,"firstWakeMs":1780939200000,"lastWakeMs":1781026758000,"ageMin":70,"lastWhy":"#631 was favorable take (underweight leg at ≀ oracle per mission); must take before posting own. sAAPL most underweight;","repeatWakes":16,"avgGapMin":122,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200000,"watching":"intent #645 resolves (filled/expired), or stocks market close 20:00 UTC","armed":true,"nextFallbackMin":71}},"verdict":{"summary":"Patient DCA executing flawlessly: 8 settled deals (6 via LP-Maker-Matheus = 75%), 0 open intents (prior #645 expired). Correctly dormant during market close (now 04:27 UTC, market opens 13:30 UTC). Watcher armed, 81-min fallback before market open. CRITICAL BLOCKER: LP-Maker-Matheus (6/8 deals) now OFFLINE per fleet statusβ€”will starve all swaps once market o","badge":"WAITING, LP OFFLINE","confidence":"high","bottomLine":"Agent is sound and patient (8 settled, 122-min avg gap, no churn); correctly dormant for market close. Critical blocker: primary counterparty LP-Maker-Matheus offline (6/8 = 75% volume). At 13:30 UTC market open, agent will post DCA slice but have no reliable taker unless LP recovers.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus filled 6 of 8 settled deals (75%); now OFFLINE (armed=false, pidAlive=false, no fallback). External source 0xBd6a…9863 covered 2 deals but reliability unknown. Once market opens 13:30 UTC, no reliable taker unless LP returns."},"reasoningRead":"Sound reasoning solving the right problem. Agent respects market hours (dormant w13–w17 during close, posted w12 during open, took favorable external intent #631 at w18). One slice per wake (DCA discipline). No re-derivation or churnβ€”each wake produces a reasoned decision based on book state and constraints.","wakeTriggers":["Intent #645 resolution (filled/expired) or stocks market close 20:00 UTC","Fallback 81 min (~01:48 UTC) keeps agent alive","MISSING: explicit wake scheduled for next market open 13:30 UTC 06-10; script hardcodes 06-09 close time, now stale"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity for DCA swaps, filled 6 of 8 deals (75%).","available":"OFFLINE β€” armed=false, pidAlive=false, n"},{"agent":"external:0xBd6a…9863","fit":"maybe","why":"Filled 2 of 8 deals (25%), source and reliability unknown.","available":"Unknown; not tracked in roster"}],"reliableCounterparties":0,"missedOpportunities":"None detectable. Agent checked book at w11/w12 ('No favorable takes'), took external opportunity at w18 (intent #631). Cannot assess missed intents during market-close wakes (w13–w17); agent correctly prioritized waiting for market open.","wakeScript":{"wellReasonedForMission":true,"good":["Watches for own intent #645 resolution (sensible trigger)","Fires 10 min before market close to allow final DCA","Fallback (~30 min) keeps agent alive until close","30s polling is patient, not aggressiveβ€”fits DCA cadence"],"lacking":["Market close hardcoded to '2026-06-09T20:00:00Z'β€”now stale (in the past)","No explicit next-wake scheduling after market close; fixed 30-min fallback will fire repeatedly until unclear endpoint","Should schedule fallback to next market open (13:30 UTC 06-10), not fixed 1800s"],"suggestedChange":"Replace hardcoded market-close time with dynamic lookup (fetch from config or compute from current date). Schedule fallback to next market open (13:30 UTC 06-10) instead of fixed 30 minβ€”reduces redundant wakes post-close and ensures first w"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline blocks rebalancer-lior swaps","detail":"LP-Maker-Matheus (6 of 8 settled deals = 75%) now offline (armed=false, pidAlive=false). When market opens 13:30 UTC, rebalancer-lior will post DCA slice but have no reliable counterparty to fill it. Also blocks 10 other open intents fleet-wide (Step 1).","fix":"Urgent: Recover LP-Maker-Matheus watcher. Check its fallback status and network. If scheduled fallback exists, extend it to market open 13:30 UTC. If offline, restart or restore."},{"scope":"agent","title":"Wake script uses stale hardcoded market-close time","detail":"Script hardcodes '2026-06-09T20:00:00Z' (yesterday). Now 06-10 04:27 UTC; market-close logic is broken for today. Fallback keeps agent alive, but the trigger is dead.","fix":"Update script to fetch market hours dynamically or compute 'close = today 20:00 UTC'. Schedule fallback to next market open (13:30 UTC), not fixed 30 min."}],"assessment":"Agent is sound and patient (8 settled, 122-min avg gap, no churn); correctly dormant for market close. Critical blocker: primary counterparty LP-Maker-Matheus offline (6/8 = 75% volume). At 13:30 UTC market open, agent will post DCA slice but have no reliable taker unless LP recovers."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":1,"msgs":26,"total":1335338,"totalUsd":0.24,"w5":1335338,"w5Usd":0.24,"w5PctPool":0.5,"w7":1335338,"w7Usd":0.24,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:45:48.792Z","tokens":1335338,"usd":0.24,"msgs":26}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":251,"wakes":13,"firstWakeMs":1780948343000,"lastWakeMs":1781030575000,"ageMin":6,"lastWhy":"Refresh rule: Oracle drifted >0.5%, stale bait price must track fresh oracle. Re-posted at oracleΓ—0.99.","repeatWakes":8,"avgGapMin":114,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781032539478,"watching":"intent 654 resolves, oracle drifts >0.5%, sweepable sNVDA appears, or 30-min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Watcher crashed again (armed=false, pidAlive=false, no nextFallbackMin) β€” second regression this cycle. Last wake w12 at 17:31 (68 min ago), well past the 30-min fallback window; fallback did not fire. Intent 651 (give 0.5 USDC, want 0.002485 sNVDA @ $201.16) is stranded on-chain. Prior 2 fills (both LP-Maker-Matheus, 17% settlement rate) prove DCA logic is ","badge":"WATCHER CRASHED; INTENT STRANDED","confidence":"high","bottomLine":"Watcher offline for the second time this cycle (armed=false, pidAlive=false), blocking DCA mission. Prior 2 fills via LP-Maker-Matheus at 1% oracle discount show mission logic is sound and counterparty fit is perfect. Root cause: watcher process stability (platform/core, not agent logic).","rootCause":{"class":"structural","evidence":"Watcher armed=false, pidAlive=false, nextFallbackMin=null; last wake w12 at 17:31 (68 min ago), beyond the 30-min fallback deadline. Fallback did not fire despite script declaring `fallbackMs: 30 * 60 * 1000`. Intent 651 posted but unmanaged. Prior cycle also flagged armed=false for 34+ min before r"},"reasoningRead":"Sound. Mission is coherent DCA: post oracleΓ—0.99 bid, refresh when drift >0.5%, sweep if sNVDA sell-side appears at oracleΓ—1.005. Two fills confirm the logic works and the bid bait is competitive. Not churnβ€”each wake either fills or refreshes by oracle drift. Problem is not reasoning, it's watcher process reliability.","wakeTriggers":["Intent 651 resolves (filled, expired, or cancelled)","Oracle drifts >0.5% from bid price","Sweepable sNVDA sell-side appears at oracleΓ—1.005 or below","30-min fallback (NOT FIRING β€” watcher offline)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled both settled slices at posted oracleΓ—0.99 bid price. Deep inventory, fills on demand.","available":"armed=true (confirmed armed in fleet ros"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to book while offline. If sweepable sNVDA posted between w12 (17:31) and now (68 min later), it was missed. Intent 651 cannot refresh on oracle drift without watcher alive.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on oracle drift >0.5% (keeps bait competitive during price swings)","Fallback of 30 min is correct cadence for patient DCA (no sub-minute polling)","Sweep condition on sNVDA sell-side at oracleΓ—1.005 is opportunistic but on-mission","Logic is zero-LLM, deterministic, right-sized for a patiently accumulating bot"],"lacking":["Script declares fallback but fallback is not firing (watcher process dies before or after arm, or fallback mechanism broken)"],"suggestedChange":"Do not change the script itselfβ€”it is well-reasoned. Instead, investigate why the watcher process is dying and why the fallback is not firing. Check: (a) process lifetime / exit logs, (b) whether armWatcher() is setting the fallback correct"},"issues":[{"scope":"core","title":"Watcher process instability β€” repeating crash/offline cycle","detail":"stacker-massimo watcher offline for the second time this cycle (armed=false, pidAlive=false). Last wake at 17:31 UTC, 68 min ago. 30-min fallback did not fire despite script declaring fallbackMs: 30 Γ— 60 Γ— 1000. This orphans intent 651 (0.5 USDC locked in escrow on-chain) and blocks the DCA accumula","fix":"Investigate watcher process stability: check exit logs, verify armWatcher() fallback setup, confirm fallback timer is working. If process is crashing due to a resource/connectivity issue, patch the watcher harness. If fallback mechanism itself is broken, fix the wake-watch.js fallback timer."},{"scope":"core","title":"Fallback not firing β€” missed deadline by 38 min","detail":"Script declares 30-min fallback; last wake was 68 min ago (38 min past deadline). Fallback should have triggered w13 at ~18:01 UTC, but no wake recorded. Either the fallback was never armed, or the process died before the timeout could fire.","fix":"Verify fallback timer is reached and fireWake() is called. Add logging to armWatcher() to confirm deadline is set and timeout is alive. Check if the watcher process is being killed externally or crashing on its own."}],"assessment":"Watcher offline for the second time this cycle (armed=false, pidAlive=false), blocking DCA mission. Prior 2 fills via LP-Maker-Matheus at 1% oracle discount show mission logic is sound and counterparty fit is perfect. Root cause: watcher process stability (platform/core, not agent logic)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":2746043,"w5Usd":0.45,"w5PctPool":1.1,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.21,"realizedPnl":0.21,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":251,"wakes":12,"firstWakeMs":1780924988000,"lastWakeMs":1781027546000,"ageMin":57,"lastWhy":"Churn guard: no repost until expiry. Book thin on SSV; let 0x289 run (55 min remaining). No other dislocations >1.5%.","repeatWakes":5,"avgGapMin":155,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781032985052,"watching":"SSV intent 649 resolves (fill/expiry) or 1.5h fallback","armed":true,"nextFallbackMin":34}},"verdict":{"summary":"Executed fade cycle cleanly: sAAPL -3.49% and BTC -1.62% dislocations posted in w5–w7, captured mean reversion via resting quotes in w8–w9 (bought sAAPL 11.7β†’sold 11.9 USDC), trimmed position from 31.9% to 20%, all assets below 1.5% threshold by w10. w11 posted SSV fade (0x289, -1.89% dislocation, valid). w12 correctly held per churn guard. SSV intent will e","badge":"FADE STEADY; LP OFFLINE","confidence":"high","bottomLine":"Swing-Nikita's fade logic is disciplined (3 settled, mean reversion captured, position trimmed 31.9%β†’20%). SSV intent 0x289 will timeout in ~8 min due to LP-Maker-Matheus being offline per Step 1β€”structural, not agent error. Watcher correctly armed to fire on expiry.","rootCause":{"class":"structural","evidence":"SSV intent 0x289 posted 17:46, open 30+ min with zero fills; LP-Maker-Matheus offline (armed=false, pidAlive=false, no fallback per Step 1); thin SSV book or LP unavailable to quote. All 3 settled deals routed via LP-Maker-Matheusβ€”only counterparty available."},"reasoningRead":"Sound and on-mission. Correctly identifies dislocations vs 1.5% threshold, sizes within USDC buffer constraints (20% for initial fades, 23% for SSV), captures mean reversion on sAAPL (11.7β†’11.9), trimmed position taking profits, respects 'one move per wake' discipline and churn guard (w12 opts not to repost). Not solving wrong problemβ€”pure fade/reversion logic executed correctly.","wakeTriggers":["Intent 0x289 (SSV fade) resolves (fill/expiry)","1.5h fallback (5400s) if intent gets stuck"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals routed via LP; only explicit counterparty in settled_deals_detail","available":"OFFLINE (per Step 1: armed=false, pidAli"}],"reliableCounterparties":0,"missedOpportunities":"None. SSV intent sitting with fallback in place; agent correctly not churning. If expired unfilled, next wake will detect and re-evaluate dislocations.","wakeScript":{"wellReasonedForMission":true,"good":["Polls intent status (fill/expiry), not book conditionsβ€”avoids false fires on 'non-empty book'","60s poll interval is patient, not sub-minute churn; appropriate for fade mission with ~155 min avg gap","1.5h fallback ensures no indefinite hang if watcher crashes or intent gets orphaned","Respects 'one move per wake' by waiting for prior intent resolution before next wake"],"lacking":[],"suggestedChange":"No change needed. The 60s poll will fire immediately on intent 0x289 expiry (~8 min), not wait for the 1.5h fallback. On next wake, re-evaluate dislocations (standard behavior)."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline blocks swap settlement","detail":"Step 1 reports LP watcher is offline (armed=false, pidAlive=false, no fallback). Swing-Nikita's SSV intent 0x289 will expire unfilled because the only liquidity provider is unavailable. This blocks all 10 open intents across the fleet per Step 1.","fix":"Resurrect LP-Maker-Matheus watcher or deploy backup LP agent to restore market-making. High priority: 3 settled deals all depend on LP, and fleet is blocked."}],"assessment":"Swing-Nikita's fade logic is disciplined (3 settled, mean reversion captured, position trimmed 31.9%β†’20%). SSV intent 0x289 will timeout in ~8 min due to LP-Maker-Matheus being offline per Step 1β€”structural, not agent error. Watcher correctly armed to fire on expiry."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":21,"msgs":432,"total":24911938,"totalUsd":12.9,"w5":8999417,"w5Usd":1.85,"w5PctPool":3.6,"w7":24911938,"w7Usd":12.9,"w7PctPool":1,"w5Son":0,"w7Son":15912521,"hourly":[0.11,0,0.15,0.74,0.84,0,0.66,1.76,2.82,4.64,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:19:12.221Z","tokens":493408,"usd":0.11,"msgs":11}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.34,"realizedPnl":-2.64,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":251,"wakes":25,"firstWakeMs":1780945920000,"lastWakeMs":1781026710000,"ageMin":71,"lastWhy":"CLAUDE.md rule: cancel all eroded quotes, then re-quote fresh. sAAPL below floor is portfolio-critical β€” rebalance manda","repeatWakes":13,"avgGapMin":56,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781034033389,"watching":"5 intents, none takeable; soonestExpiry=1781033245; next poll 240s","armed":true,"nextFallbackMin":51}},"verdict":{"summary":"Vulture-Andrew enforces margin discipline (aggressively cancels undermargin quotes below 1% gate in w18/w20/w23, then re-quotes fresh; accepted deal 68 at 1.25% edge in w21). Prior summary noted +0.46 USD gain (PnL: -2.87 β†’ -2.41 USD), but lifetime loss has now regressed to -2.56 USD (0.15 USD loss since last summary), suggesting execution cost exceeds the 1","badge":"DISCIPLINED; LP-STARVED","confidence":"high","bottomLine":"Vulture's margin enforcement is sound (deal 68: 1.25% edge, correctly accepted; w20: cancelled 0.22%/0.67% baits, reposted at 1.8%/1%), but -8.6% lifetime loss and 79% counterparty concentration with now-offline LP-Maker-Matheus is unsustainable. Recent 0.15 USD regression suggests execution slippage or LP-settlement delays. Fix scope: core/fleet (LP watcher revival), not agent.","rootCause":{"class":"counterparty-starved","evidence":"22/28 deals (79%) vs LP-Maker-Matheus [settled_deals_detail]; LP-Maker-Matheus watcher OFFLINE (armed=false, pidAlive=false, no fallback per Step 1). Lifetime loss -2.56 USD across 28 deals (-0.091 USD/deal avg) exceeds the 1%+ margin floor per deal, indicating market execution slips >1% while inten"},"reasoningRead":"Sound. Vulture cancels undermargin quotes immediately (w18: cancelled 531/535/536/537/539/544; w20: cancelled 565/566; w23: cancelled 641/635/638/639) and re-posts at enforceable margins (1.01%–1.8%). Accepts high-edge deals (deal 68: 1.25%, w21). Recent wakes show disciplined rebalancing (sAAPL/sNVDA/BTC to floor), on-mission. The 1%+ gate is working; the problem is market structure (thin book, L","wakeTriggers":["Takeable edge detected by scan-edges.ts (any intent >1.25%)","Portfolio rebalance trigger (sAAPL/sNVDA/BTC drift below floor, mandatory per w16–w23)","Adaptive polling: short when book busy (new intents arriving), long when quiet, tighten ~5m before soonest intent expiry","Hard fallback every 2h (FALLBACK_SEC=7200; currently armed, nextFallbackMin=61)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP provides both sides of swaps; vulture hunts errors and posts baits β€” ideal pair","available":"**OFFLINE** β€” watcher down (armed=false,"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arb on binaries; potential intersection with vulture's binary baits (e.g., w17: crypto baits), but low deal history","available":"ok per Step 1, but only 1/28 settled dea"},{"agent":"bear-yosher","fit":"maybe","why":"Posts crypto-down BinaryBets; vulture hunts near-decided binaries β€” could intersect if bear posts mispriced, but no settled deals recorded y","available":"ok per fleet roster; intent #414 is 79+ "},{"agent":"option-taker-matheus","fit":"maybe","why":"Buys cheap options; vulture posts baits on sAAPL/sMSFT (w22/w23) β€” could attract option-taker if vulture's baits are mispriced","available":"ok, but idle 319 min per Step 1 (starved"}],"reliableCounterparties":1,"missedOpportunities":"Step 1 flags binary book empty (bear-yosher intent #414 is 79+ min stale, 0 takers) and option market starved (option-taker-matheus idle 319 min waiting for supply). Vulture's watcher sees intents via scan-edges.ts; if LP-Maker-Matheus is offline, fresh swap supply has dried up, so fewer takeables surface. The watcher has not fired a 'takeable now' signal since w21 (deal 68). **Measured opportunit","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token main loop: scan-edges.ts is deterministic (plain tsx, no LLM); fires Claude only on real triggers (takeable edge, hard fallback)","GLOBAL rule (any takeable now β†’ wake immediately) is exactly right for a vulture hunting live mistakes; no delay","Adaptive cadence respects both responsiveness and cost: short polling when book busy, long when quiet, pre-expiry tightening ~5m before intent expiry","Hard fallback every 2h (7200s) prevents indefinite drift if the book goes quiet","Mission-fit: vulture hunts edges *existing now*, not speculative flow β†’ correctly ignores 'book non-empty' and fires only on 'takeable now'"],"lacking":[],"suggestedChange":"None needed. Wake-script is well-reasoned for mission. The blocker is core/fleet (LP watcher revival). Once LP-Maker-Matheus is online, vulture's pending intents (0x027e/0x027f/0x0283/0x0284 rebalance swaps) will settle, and new edges will "},"issues":[{"scope":"core","title":"LP-Maker-Matheus watcher OFFLINE, blocking vulture's settlement chain","detail":"Step 1: LP-Maker-Matheus watcher is down (armed=false, pidAlive=false, no fallback scheduled). Vulture depends on LP for 22/28 deals (79%); current pending intents (0x027e/0x027f/0x0283/0x0284, +others) cannot settle. This blocks vulture and 10+ other agents waiting for swap settlement.","fix":"Restore LP-Maker-Matheus watcher process (pidAlive=true) and schedule a fallback (nextFallbackMin > 0). Verify watcher is armed and listening for edges before resuming fleet trading."},{"scope":"agent","title":"Counterparty concentration: 79% of vulture's deals from single LP","detail":"22/28 settled deals vs LP-Maker-Matheus; 2 vs 0xBd6a…9863; 1 vs arb-hunter-tom; 1 vs 0x5F79…CB6D. When LP is offline, vulture is completely starved. The other agents (bear-yosher, option-taker-matheus, rebalancer-lior) are not trading with vulture.","fix":"As fleet-level: ensure LP is always online (see above). As agent-level: vulture could diversify by posting binaries that attract bear-yosher, or mispriced options for option-taker-matheus, broadening the counterparty set."},{"scope":"agent","title":"Lifetime loss rate (-8.6%, -2.56 USD/28 deals) exceeds 1%+ margin floor","detail":"Vulture enforces 1%+ margin floor, but -0.091 USD/deal average loss contradicts breakeven expectation. Prior summary: -2.41 USD. Now: -2.56 USD (0.15 USD regression post-summary). This suggests execution slippage (market moved while intents pending) or LP-induced settlement delays costing more than ","fix":"Investigate deal history post-w21 (settled deals 29+ in chronological order) to identify loss-makers. If slippage is the issue: (a) tighten intent TTL so they expire faster if unmatched, or (b) cancel intents pre-settlement if margin has eroded below 1%. If losses are LP-settlement delays, fix LP (c"}],"assessment":"Vulture's margin enforcement is sound (deal 68: 1.25% edge, correctly accepted; w20: cancelled 0.22%/0.67% baits, reposted at 1.8%/1%), but -8.6% lifetime loss and 79% counterparty concentration with now-offline LP-Maker-Matheus is unsustainable. Recent 0.15 USD regression suggests execution slippage or LP-settlement delays. Fix scope: core/fleet (LP watcher revival), not agent."}}],"unattributed":{"sessions":558,"tokens":62658412,"usd":37.13,"w5":8974593,"w5Usd":1.78,"hourly":[0.09,0.15,0.61,0.61,0.31,0,3.64,0.46,0,1.09,2.38,0.98,0.67,0,0,0,0,0,0,0,0.2,0,0,0]},"boardOverhead":{"sessions":989,"tokens":20537067,"usd":47.99,"w5":2632674,"w5Usd":3.45,"hourly":[0.55,0.76,0.71,0.8,0.63,0,1.02,1.04,1.32,1.07,1.05,0.74,1.25,1.55,1.29,1.38,1.27,1.27,1.58,1.25,1.07,1.66,0.99,5.13]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":393887671,"grandUsd":247.32,"grandSessions":1792,"attributedTokens":310692192,"unattributedTokens":62658412,"boardTokens":20537067,"reassembledTokens":393887671,"tokensBalance":true,"attributionPct":83.2,"multiMatchSessions":21,"sessionsScanned":1811,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/12 agents addressed)","dedup":{"rawMsgs":17190,"dedupedMsgs":7324,"rawTokens":888557476,"dedupedTokens":393887671,"dupRatio":2.256}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T18:47:38.249Z","swarm":{"headline":"HUB OFFLINE; SWAP FREEZE","funnel":{"posted":654,"settled":74,"conversionPct":11.3,"byTemplate":{"Swap":{"posted":420,"settled":62,"open":4},"BinaryBet":{"posted":150,"settled":8,"open":1},"Perpetual":{"posted":50,"settled":2,"open":1},"DeadlineSwap":{"posted":34,"settled":2,"open":0}}},"liquidityMap":[{"market":"Swap/LP","flow":"LP-Maker-Matheus ⇄ [Rebalancer-Lior, Vulture-Andrew, Option-Writer-Matheus, Polymarket-Ljuba, Swing-Nikita]","status":"OFFLINE β€” hub settled 64 deals; now blocks 5 active counterparties and 4+ open i"},{"market":"Binary/Betting","flow":"Bear-Yosher ⇄ Mimic-Ljuba; Polymarket-Ljuba ↔ external","status":"STARVED β€” Bear-Yosher #414 open 100+ min, zero takers; Mimic edge floor β‰₯3pp unm"},{"market":"Option","flow":"Option-Taker-Matheus ↔ Option-Writer-Matheus Engine 1","status":"SUPPLY-STARVED β€” Writer paused post-6-rejection; Taker idle 319 min, zero audite"}],"causalLinks":[{"cause":"LP-Maker-Matheus watcher offline (armed=false, pidAlive=false, no fallback rearmed after 80 min)","effect":"All 5 primary counterparties starved; Rebalancer-Lior 75% deal flow routed via LP now blocked; Vulture-Andrew 79% deal f","evidence":"LP-Maker-Matheus: watcher {armed: false, pidAlive: false, nextFallbackMin: null, last_wake_min_ago: 80}; script declares 60-min fallback but platform did not rearmed after 80 min offline. Rebalancer s"},{"cause":"Option-Writer-Matheus Engine 1 paused (6 consecutive rejections); zero audited options in book","effect":"Option-Taker-Matheus remains idle (319 min, 7 wakes, zero fills); sole counterparty relationship structurally offline; n","evidence":"Option-Taker summary: '7 wakes (w1–w7, 09:05–14:33 UTC) zero audited Option intents in book'; Option-Writer summary: 'Engine 1 paused w21 after 6 consecutive rejections'; Step 1 context: 'option-write"},{"cause":"Binary market thin (Polymarket focused on sAAPL swaps, Mimic edge floor β‰₯3pp unmet)","effect":"Bear-Yosher #414 open 100+ min, zero takers; Mimic-Ljuba 8 consecutive wakes (w10–w17, 11:52–18:18 UTC) report no +3pp e","evidence":"Bear-Yosher summary: 'Intent #414 (BinaryBet) open 100+ min with zero takers'; Mimic summary: '8 consecutive wakes (w10–w17) all report \"edge floor β‰₯3pp unmet on sole/all resting bets\"'; Polymarket su"},{"cause":"Arb-Hunter-Tom watcher hardcoded to bet #414; zero wakes fired 15:04–15:29 UTC","effect":"Missed critical arb window despite agent's own w54 prediction 'Primary bet take window opens imminently (5-6min)'; posit","evidence":"Arb-Hunter summary: 'wake log w54 (15:04) \"Primary bet take window opens imminently (5-6min)\", w56 (15:29) \"Bet #414 too far from strike\". Zero wakes 15:04–15:29 despite 10-sec poll interval'; 'wake-s"}],"insights":[{"severity":"critical","title":"LP-Maker-Matheus watcher offline; cascading swap freeze","detail":"LP-Maker-Matheus is the critical hub: settled 64+ deals, with Rebalancer-Lior 75% (6/8), Vulture-Andrew 79% (22/28), Option-Writer buy-side, Polymarket-Ljuba, Swing-Nikita all dependent. Watcher now offline (armed=false, pidAlive=false, nextFallbackMin=null, last_wake 80 min ago). Script declares 60-min fallback but platform failed to spawn itβ€”this is a core/platform failure, not agent logic. Blocks 4+ open intents and will block all 5 ","evidence":"watcher {armed: false, pidAlive: false, nextFallbackMin: null, last_wake_min_ago: 80}; fallback deadline 60 min (declared in script); Rebalancer '6 of 8 settled deals = 75%'; Vulture '22/28 deals (79%)'; recent deal list: RebalancerΓ—3, Vult","scope":"core","fix":"IMMEDIATE: Respawn LP-Maker-Matheus watcher process (dead: pidAlive=false, armed=false, no rearmed fallback). Add platform telemetry to detect fallback spawn failures β€” currently 2/12 agents (Momentum-Nikita, LP-Maker-Matheus) offline without rearmed fallback, suggesting schedule"},{"severity":"warn","title":"Binary market starved; Mimic-Ljuba & Bear-Yosher waiting","detail":"Bear-Yosher intent #414 (BinaryBet) open 100+ min, zero takers. Mimic-Ljuba (intended counterparty) reports 8 consecutive wakes (w10–w17, 11:52–18:18 UTC) with 'edge floor β‰₯3pp unmet on sole/all resting bets'. Polymarket-Ljuba (only proven binary taker: 2 settled deals) is currently focused on sAAPL arbs (intents #583/#601 to LP, awaiting fills). Binary ecosystem is structurally thin β€” only 1–2 active takers, both now blocked (Mimic wai","evidence":"Bear-Yosher #414: 100+ min old, zero fills; Mimic 8 consecutive wakes w10–w17, all report 'edge floor β‰₯3pp unmet'; Polymarket: 1 binary deal settled (vs Bear-Yosher), 2 sAAPL swaps posted (pending LP). Binary funnel: 150 posted, 8 settled (","scope":"fleet","fix":"Option A: Adjust Bear-Yosher terms to meet Mimic's edge floor (currently unattractive at posted rate). Option B: Incentivize Polymarket-Ljuba to post binary supply (e.g., carve edge or post contra-bet). Option C: Seed binary market from new agent specializing in theta-decay or or"},{"severity":"warn","title":"Option market supply-starved; Writer paused, Taker idle 319 min","detail":"Option-Writer-Matheus Engine 1 paused after 6 consecutive rejections; zero audited Option intents in book across all 7 wakes (09:05–14:33 UTC on 2026-06-09). Option-Taker-Matheus idle 319 min (5h 20m) waiting for supply. Sole counterparty relationship, structurally offline β€” writer not posting, taker not active.","evidence":"Option-Taker: '7 wakes (w1–w7, 09:05–14:33 UTC) zero audited Option intents in book'; Option-Writer: 'Engine 1 paused w21 after 6 consecutive rejections'; no other options market participants","scope":"fleet","fix":"Investigate Engine 1 rejection root cause: template mismatch, taker-side price unmet, or consistent delta-hedge failure? Reboot Engine 1 with detailed logging of rejection reasons. If rejections persist after 3 restarts, diversify Option demand-side with new agent (e.g., delta-he"},{"severity":"warn","title":"Arb-Hunter-Tom missed critical window; watcher hardcoded to wrong bet","detail":"Arb-Hunter correctly predicted 'Primary bet take window opens imminently (5-6min)' in w54 (15:04 UTC), positioned $91.76 USDC liquid. However, zero wakes fired 15:04–15:29 (25-min gap) despite 10-sec poll interval. Root cause: wake-script hardcoded to bet #414 (line 34) instead of dynamic bet-rank logic for bets #32/#89. Agent's own reasoning predicted the window, but watcher infrastructure missed it.","evidence":"Wake log: w54 (15:04) 'Primary bet take window opens imminently (5-6min)', w56 (15:29) 'Bet #414 too far from strike'; zero wakes 15:04–15:29 despite 10-sec poll; wake-script line 34 hardcodes 'bet #414 taker-in-m[...] check', not dynamic b","scope":"fleet","fix":"Refactor wake-script: replace hardcoded bet #414 check with dynamic bet-rank + strike-proximity trigger. New logic: scan top 5 ranked bets by edge + strike distance, fire if top 2 within 5 min of strike and edge >threshold. Test against historical bet window data to verify captur"},{"severity":"ok","title":"Stacker-Massimo watcher rearmed; intent #651 now managed","detail":"Stacker-Massimo watcher crashed (was armed=false, pidAlive=false 68 min ago at w12), but now rearmed (armed=true, nextFallbackMin=28, pidAlive=true). Intent #651 (give 0.5 USDC, want 0.002485 sNVDA) is back under management. Prior 2 fills (both LP-Maker-Matheus, 17% settlement rate) confirm DCA logic sound. Intent will settle once LP-Maker-Matheus returns (LP is the blocker, not agent logic).","evidence":"watcher {armed: true, nextFallbackMin: 28, pidAlive: true}; intent #651 on-chain; prior 2 fills via LP-Maker-Matheus","scope":"fleet","fix":"Monitor next 3 cycles for recurrence β€” agent has crashed twice this cycle (first 34+ min, second 68 min). If crashes recur, add entry/exit logging to wake-script and memory profiling. Likely causes: infinite loop in logic, unhandled exception, or memory leak. If pattern persists,"}],"fleetMoves":[{"scope":"core","action":"IMMEDIATE: Respawn LP-Maker-Matheus watcher (pidAlive=false, armed=false, no fallback rearmed). 80 min offline exceeds 60-min fallback deadline. This unblocks Rebalancer-Lior, Vulture-Andrew, Option-Writer-Matheus, Polymarket-Ljuba, Swing-Nikita and resolves 4+ stranded intents."},{"scope":"core","action":"Enforce fallback spawn guarantee: add telemetry to log every fallback deadline miss (agent X, fallbackMs Y, elapsed_since_offline Z). Currently 2/12 agents offline without rearmed fallbackβ€”suggests platform scheduler dropped fallback events. Audit scheduler reliability before sca"},{"scope":"fleet","action":"Diversify Swap counterparties: once LP returns, design routing incentive (e.g., Rebalancer/Vulture next 3–5 deals route through external source 0xBd6a…9863, which has proven 2 settled deals). Current 75%+ single-hub reliance creates critical failure point; spread load to thin ext"},{"scope":"fleet","action":"Binary market: adjust Bear-Yosher terms to meet Mimic-Ljuba's edge floor, OR incentivize Polymarket-Ljuba to post contra-bets. Current 5.3% funnel suggests terms mismatch (not zero demand). Run A/B test: move Bear-Yosher strike Β±1% and repost #415."},{"scope":"fleet","action":"Arb-Hunter-Tom: replace hardcoded bet #414 with dynamic bet-rank scanner. Scan top 5 bets by (edge Γ— time-to-strike) / gas cost, fire if top 2 within 5 min of strike. Validate against historical 15:04–15:29 window (should have fired 3+ times)."}],"at":"2026-06-09T18:49:58.936Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"MAKER OFFLINE; SWAPS HALTED","healthDelta":"Critical regression: LP-Maker-Matheus watcher is now offline (armed=false, pidAlive=false, no fallback), where last run flagged it 'HEALTHY'. This blocks all swap settlement. Binary/Option markets remain thin. 10/12 other agents remain armed with fallbacks and are waiting.","focusAreas":["LP-Maker-Matheus watcher is offline and has no scheduled fallbackβ€”this blocks all 10 open intents (Stacker-Massimo, Swing-Nikita, Rebalancer-Lior, Vulture-Andrew, Bear-Yosher waiting) since 11 of last","Binary book empty: bear-yosher posted intent #414 (79+ min stale, 0 takers since last run flagged 'BINARY…OFFLINE'). Is the taker-side broken, or just thin demand?","Option market starved: option-taker-matheus idle 319 min waiting for supply; option-writer Engine 1 paused after 6 consecutive rejections","Arb-hunter-tom missed critical window last cycle: no wake between w54 (15:04) and w56 (15:29), a 25-minute gap spanning peak latency arb window"],"perAgentFocus":{"arb-hunter-tom":"Watcher still scheduled to fire in 100 minβ€”does it cover the next oracle-lag window, or will timing gap repeat?","bear-yosher":"Intent #414 (BinaryBet, posted 79+ min ago) zero takers. Is this book visibility failure, or market refusing to take the bet?","lp-maker-matheus":"CRITICAL: watcher offline (no armed, no fallback, last wake 79 min ago). What caused crash? ETA for restartβ€”64 settled deals, 0 open, but 11 of recent 16 swaps depend on this hub.","mimic-ljuba":"Binary market thin since 'offline' state flagged last run; any new high-edge bets posted, or continued zero supply?","momentum-nikita":"Market still flat <1pp gaps (per prior summary w5); watcher fires in 3 minβ€”any >3% move detected?","option-taker-matheus":"Idle 319 min, Engine 1 of sole counterparty paused; any new options posted by option-writer, or starvation continuing?","option-writer-matheus":"Engine 1 paused after 6 rejections; Engine 2 (portfolio rotation) pivoted to post swaps at oracle midβ€”did buy intents 530/533 (sNVDA/sAAPL) eventually fill or expire?","polymarket-ljuba":"Post-watcher-crash (recovered w4), sAAPL #601 resolution tracking; any new Polymarket arbitrage edges vs current book?","rebalancer-lior":"DCA steady (8 settled, 1 open intent #645); no wake gaps despite last wake 59 min agoβ€”fallback 82 min scheduled before stock market open?","stacker-massimo":"Data shows watcher offline (armed=false, pidAlive=false) but prior summary claims recovery. Current status: online or crashed? Fill rate sustained?","swing-nikita":"Dislocations fading cleanly (3 settled); open intent expires 8 minβ€”any LP response before expiry, or will it timeout?","vulture-andrew":"Lifetime loss -8.6% (28 deals, -2.41 USD realized PnL); recent +0.46 USD gain encourages, but 1%+ margin floors sustainable at that loss rate?"},"ctas":[{"scope":"agent","text":"LP-Maker-Matheus: watcher offline (armed=false, no fallback, last wake 79 min ago). This blocks 10 open intents and was 11/16 recent deals. Restart priority 1."},{"scope":"agent","text":"Stacker-Massimo: data shows offline (armed=false, pidAlive=false) but prior summary claims 'recovered'. Clarifyβ€”if truly up, DCA fill rate 22% (2 fills in 9 wakes) sustainable?"},{"scope":"fleet","text":"Binary market: bear-yosher's intent #414 (79+ min old, zero takers). Is this a taker-side flow problem or book visibility failure? Diagnose before Step 2."},{"scope":"agent","text":"Arb-hunter-tom: watcher missed 25-minute window last cycle (w54–w56 gap). Fires again in 100 minβ€”verify fallback covers the next latency arb window, or timing will repeat."}],"at":"2026-06-09T18:40:03.111Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T19:47:10.815Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":17.66,"used7d":null,"used7dUsd":250.48,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.9,"estPct7d":16.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":82,"estPct7d":40.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":281106175,"tot":281106175},"haiku":{"w5":72172775,"w7":124375261,"tot":124375261}},"fleet":{"agentsUp":12,"lifetimeTokens":405501247,"lifetimeUsd":250.48,"sessions":1840,"deals":74,"openIntents":7,"totalIntents":666},"oracle":{"USDC":1,"ETH":1651.54,"BTC":61840.57,"SSV":1.99,"AAPL":289.27,"NVDA":206.29,"MSFT":402.36},"oracleAt":"2026-06-09T19:45:18.184Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.8,"realizedPnl":-0.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":309,"wakes":57,"firstWakeMs":1780927992000,"lastWakeMs":1781019392000,"ageMin":251,"lastWhy":"Binary bet not yet near-expiry (15.5h away from take window). Swap edge too small to justify fill before primary window.","repeatWakes":50,"avgGapMin":27,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781036311226,"watching":"bet #414 taker-in-money (BTC>$63.83k CEX, 30-min window) or new intent >651 (or 2h fallback)","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Watcher is hardcoded to monitor only bet #414; misses primary targets #32/#89. Prior summary flagged 25-min gap (w54 15:04 β†’ w56 15:29) during take window 15:09–15:39; this run confirms it's structural: source explicitly checks `if (id === \"414\")` only, not general bet scanning. Agent correctly identified #32/#89 as primary, positioned $91.76 USDC liquid, an","badge":"WATCHER-MISMATCH STRUCTURAL","confidence":"high","bottomLine":"Agent missed bets #32/#89 take window (15:09–15:39) due to hardcoded watcher monitoring only bet #414. Reasoning is sound, positioning was correct ($91.76 USDC held), but watcher design breaks the mission. Realized loss βˆ’0.19 USDC over 2 deals; pattern is systemic, not one-time noise.","rootCause":{"class":"off-mission","evidence":"Wake-script hardcoded to check `if (id === \"414\")` only (line ~58). Agent identified #32/#89 as primary (w52: 'primary target', w53: 'enter window in ~16min', w54: 'opens imminently'), held $91.76 USDC liquid, but watcher never fired. 25-min gap (w54 15:04 β†’ w56 15:29) matches missed window exactly "},"reasoningRead":"Sound and on-mission: correctly ranked #32/#89 primary (near expiry, take window), held liquid USDC for potential fill, evaluated swaps secondary (w51: +52bps fill, w52-w54: too small), waited patiently. Did not re-derive same move; each wake added new information (time-to-window, edge magnitude). Problem is not reasoningβ€”it's that the watcher cannot *execute* it.","wakeTriggers":["Bet #414 in take window (hardcoded check only)","New intent > highWaterIntentId (651)","2h fallback","MISSING: General bet monitoringβ€”watcher should loop over ALL intents and check each for expirySecFromNow ≀ 1800s, not hardcode bet #414. Mission is 'take near-d"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Reliable bet maker, 2 settled deals with arb-hunter-tom","available":"online (28 lifetime deals, ok health)"},{"agent":"bear-yosher","fit":"maybe","why":"Posts binary bets, zero recorded interaction; fit unclear","available":"online (3 lifetime deals, ok health)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options (not primary binary bets), potential swap fallback","available":"online but Engine 1 paused (6 rejections"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (64 lifetime deals); fallback strategy depends on it","available":"OFFLINE 139min (armed=false, no fallback"},{"agent":"momentum-nikita","fit":"maybe","why":"Posts swaps as fallback surface; timing uncertain (rotates per leadership)","available":"online (1 lifetime deal, ok health)"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via swaps; passive, unlikely to overlap arb windows","available":"online (3 lifetime deals, ok health)"}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 take window 15:09–15:39 (25 min). Agent had $91.76 USDC liquid and explicitly waited (w52–w54: 'primary target', 'enter in ~16min', 'opens imminently'). Exact PnL unknown without odds, but agent would have attempted fill. Secondary: swap fallback now blockedβ€”lp-maker-matheus (primary counterparty) offline; secondary makers (momentum-nikita, swing-nikita) are thinner and uncertain.","wakeScript":{"wellReasonedForMission":false,"good":["2h fallback is appropriately patient (mission is latency arb, not HFT; 27-min avg gap is reasonable).","CEX-to-oracle divergence check (MAX_DIV_BPS=1000, MIN_CEX_MARGIN_PCT=0.5) correctly guards against feed mismatch.","New intents monitoring (highWaterIntentId logic) allows scalable discovery of new opportunities."],"lacking":["Hardcoded bet #414 checkβ€”mission requires scanning ALL binary intents ≀30min expiry, not a fixed set. Line `if (id === \"414\")` should be replaced with a loop ov","No dynamic target discoveryβ€”agent identifies targets (#32/#89) at wake-time; watcher and agent are misaligned. Watcher only knows about #414.","No parameterizationβ€”if agent pivots to different bets, watcher requires code edits, not config change."],"suggestedChange":"Replace hardcoded bet-id check with a general loop: `for (const intent of intents) { if (intent.expirySecFromNow > 0 && intent.expirySecFromNow <= NEAR_EXPIRY_SEC) { checkIfTakerInMoney(intent); } }`. This aligns watcher with mission: 'take"},"issues":[{"scope":"agent","title":"Watcher hardcoded to monitor bet #414 only; misses primary targets #32/#89","detail":"Wake-script checks `if (id === \"414\")` exclusively (line ~58 of wake_script_source). Agent correctly identified #32/#89 as primary and positioned $91.76 USDC liquid (w52-w54), but watcher didn't fire during take window 15:09–15:39. 25-min gap (w54 15:04 β†’ w56 15:29) exactly matches missed window. Re","fix":"Replace hardcoded bet-id check with a loop over all intents filtered by expirySecFromNow ≀ 1800s. This allows the agent to capture any near-expiry latency arb, matching the stated mission. Review wake-script design: should it read target bet list from agent state, or monitor all near-expiry bets uni"},{"scope":"core","title":"LP-Maker-Matheus offline; arb-hunter-tom's swap fallback is blocked","detail":"Primary swap counterparty (lp-maker-matheus: 64 lifetime deals, 75% of rebalancer-lior's fills per Step 1) offline 139min with no fallback (armed=false, nextFallbackMin=null). arb-hunter-tom correctly uses swap edges as fallback when bets aren't ripe (w51: +52bps fill on swap 541), but this fallback","fix":"Platform must restore lp-maker-matheus or declare dead and trigger recovery for 6+ dependent agents (Step 1). Until then, arb-hunter-tom's swap fallback strategy is crippled. Escalate to platform SOP."}],"assessment":"Agent missed bets #32/#89 take window (15:09–15:39) due to hardcoded watcher monitoring only bet #414. Reasoning is sound, positioning was correct ($91.76 USDC held), but watcher design breaks the mission. Realized loss βˆ’0.19 USDC over 2 deals; pattern is systemic, not one-time noise."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":3,"msgs":65,"total":3328486,"totalUsd":1.24,"w5":2251373,"w5Usd":0.46,"w5PctPool":0.9,"w7":3328486,"w7Usd":1.24,"w7PctPool":0.1,"w5Son":0,"w7Son":1077113,"hourly":[0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:26:05.890Z","tokens":1103968,"usd":0.22,"msgs":23}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.51,"realizedPnl":-0.49,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":309,"wakes":35,"firstWakeMs":1780944154000,"lastWakeMs":1781031939000,"ageMin":42,"lastWhy":"No executable action advances thesis this wake. Bear thesis intact β€” both assets down net despite recent ripples. Intent","repeatWakes":13,"avgGapMin":113,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781046475275,"watching":"intent 414 resolution OR ETH +1.5% adverse ($1,669) OR new aligned binary OR 4h","armed":true,"nextFallbackMin":201}},"verdict":{"summary":"On-mission and correctly patient; crypto-down thesis intact (BTC/ETH down net), tech-basket DCA progressing (sNVDA 12.9 qty, portfolio $95.59). Intent #414 (BinaryBet) open 100+ min with zero takers β€” mispriced, not rejected. Mimic-Ljuba (intended counterparty) awake but starved of good terms across all binaries (8 wakes, zero takers, 3pp floor unmet). Root ","badge":"PATIENT; MISPRICED INTENT","confidence":"high","bottomLine":"Intent #414 open 100+ min, zero takers. Not Mimic-Ljuba's rejection β€” it's awake but unmet terms. Bear-yosher's ask exceeds Mimic-Ljuba's 3pp floor. Recommend widening margin to attract the primary counterparty, or re-assess at 4h fallback (deadline 10:17 UTC).","rootCause":{"class":"mispriced","evidence":"Intent #414 (BinaryBet, crypto-down) open 100+ min. Mimic-Ljuba (target counterparty for binaries, 'accept winnable open bets') awake with 8 wakes, zero takers across all binaries β€” indicates 3pp min-profit floor unmet. Bear-yosher's ask price tighter than market will bear."},"reasoningRead":"Sound and on-mission. Crypto-down thesis expressed via binary bet posting + DCA tech basket. Disciplined gate: takerInMoneyNow=false hard-filters bad entries (w14: 'no aligned binary'). Portfolio tracking quantitative. Recent wakes distinct: w13 thesis check β†’ maintain Intent #414; w14 DCA slice (no take opportunity); w15 thesis check, no new action. Not re-deriving β€” correctly waiting for takers ","wakeTriggers":["Intent #414 resolution (fill/expiry) β€” deadline ~10:17 UTC 2026-06-10","ETH +1.5% adverse ($1,653.25 β†’ $1,669) β€” thesis invalidation gate","New aligned BinaryBet with takerInMoneyNow=true","4h fallback (re-assess portfolio and book state)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Mission: 'accept winnable open bets, re-priced to live oracle.' Designed for binary-bet taking. Same crypto-down conviction.","available":"awake (8 wakes) but starved (zero takers"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes 'near-decided binaries.' Fit if Intent #414 is close to strike, but mission is 'pick off other bots' mistakes' β€” suggests distressed/d","available":"ok health, 28 deals lifetime, no recent "},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes 'near-decided binary bets' (latency arb focus). Fit if Intent #414 is near decision point, but primary focus is fast execution, not fo","available":"watcher firing gap noted in Step 1 (25-m"},{"agent":"polymarket-ljuba","fit":"no","why":"Mission: 'value against Polymarket implied distribution.' Trades Polymarket pairs, not on-chain binaries directly.","available":"health unknown, 2 deals lifetime."}],"reliableCounterparties":1,"missedOpportunities":"none. Recent wakes show engine 1 filtered for takerInMoneyNow=false and found zero aligned binaries (w14). Discipline, not miss. No unexecuted DCA or swap slices evident.","wakeScript":{"wellReasonedForMission":true,"good":["4h fallback covers patient re-assessment without dormancy (appropriate for bet-poster + DCA rhythm)","Wakes on Intent #414 resolution β€” essential if intent fills or expires","Wakes on ETH +1.5% adverse β€” thesis invalidation gate; correctly <2% hard-halt but re-assess early","Wakes on new aligned binary β€” opportunity detection for taker side","120s poll cadence β€” not aggressive; reasonable for patient agent"],"lacking":["Explicit expiry-time tracking for Intent #414 (expires ~10:17 UTC 2026-06-10); 4h fallback may fire after expiry if next wake after 10:17 is deferred","No waking on 'Mimic-Ljuba posted a new offer' or counterparty-specific events (platform limitation, not agent fault)"],"suggestedChange":"Add explicit expiry check: if Intent #414 expiry_time < now + 2h, fire wake immediately instead of waiting for 4h fallback. Ensures agent re-assesses before intent lapses. Fallback remains for other triggers (ETH move, new binary). Cost: on"},"issues":[{"scope":"agent","title":"Intent #414 mispriced; ask exceeds counterparty floor","detail":"Intent #414 open 100+ min (since ~12:30 UTC), zero takers. Mimic-Ljuba awake and searching (8 wakes) but unmet 3pp floor across all binaries. Bear-yosher's profit ask likely 1–2pp tighter than Mimic-Ljuba will accept. Taker-first mission requires attractive pricing.","fix":"Check Polymarket implied odds for the same strike/expiry. Re-post Intent #414 with 3–4pp margin (meet or beat Mimic-Ljuba's floor). If thesis is weak, consider reducing ask further or posting smaller size. Monitor Mimic-Ljuba's next wake for response."},{"scope":"agent","title":"Intent #414 expiry risk β€” fallback may fire after deadline","detail":"Intent #414 expires ~10:17 UTC 2026-06-10 (36h from now). 4h fallback will fire, but if the next wake slot is delayed by network/queue, the intent may lapse without re-assessment. No explicit expiry waking.","fix":"Add explicit check in wake-script: if Intent #414 expiry_time < now + 120min, fire wake immediately. Ensures re-assessment 2h before expiry, not 4h after. One-line guard in poll loop."}],"assessment":"Intent #414 open 100+ min, zero takers. Not Mimic-Ljuba's rejection β€” it's awake but unmet terms. Bear-yosher's ask exceeds Mimic-Ljuba's 3pp floor. Recommend widening margin to attract the primary counterparty, or re-assess at 4h fallback (deadline 10:17 UTC)."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Never woken (wakes=0, last_wake_min_ago=null); watcher not armed (armed=false, pidAlive=false, nextFallbackMin=null). Wake-script source not provided β€” can't diagnose misconfiguration vs. non-deployment. First analysis. Counterparty index-taker is also offline (roster health=unknown), creating a dead two-agent pair.","badge":"NEVER WOKEN","confidence":"high","bottomLine":"index-maker has never executed (0 wakes, 0 tokens) because its watcher is not armed. Wake-script source not provided, blocking diagnosis of whether the watcher was misconfigured or the agent never deployed. Secondary blocker: counterparty index-taker is offline, so even if restored, no taker exists. Immediate: return wake-script source and diagnose.","rootCause":{"class":"counterparty-starved","evidence":"index-taker offline (roster: health=unknown, no metrics); primary blocker is index-maker's watcher not armed (armed=false, pidAlive=false, nextFallbackMin=null)."},"reasoningRead":"Mission is clear (publish LONG IndexBasket intents), but can't assess decision quality or watcher fit without wake-script source or recent wakes.","wakeTriggers":["MISSING: wake-script source not provided β€” can't determine what should trigger wakes"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Sole counterparty β€” takes SHORT side of LONG IndexBasket intents; perfect market pair","available":"offline (roster: health=unknown, inferre"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent never woken, no intents posted, no order-book visibility.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake-script source not provided","Watcher not armed (armed=false); no fallback scheduled; process not alive"],"suggestedChange":"Return wake-script source in analysis data. Diagnose whether watcher was misconfigured (wrong trigger/cadence/threshold) or agent never deployed. If deployed on platform, re-arm with 15-min fallback (stacker-massimo recovery pattern) and pa"},"issues":[{"scope":"agent","title":"Watcher not armed; never woken","detail":"index-maker: wakes=0, armed=false, pidAlive=false, nextFallbackMin=null. No recovery mechanism. Wake-script source not provided prevents diagnosis of misconfiguration.","fix":"Provide wake-script source. Diagnose whether watcher trigger/cadence/threshold was misconfigured or agent never deployed. If deployed, re-arm with 15+ min cadence and fallback."},{"scope":"core","title":"Analysis data missing wake-script source for index-maker","detail":"wake_script_source=null. Other agents (lp-maker-matheus, rebalancer-lior, stacker-massimo, swing-nikita) have source; index-maker does not. Blocks watcher diagnosis.","fix":"Include wake-script source for all agents in returned analysis data."},{"scope":"agent","title":"Dead two-agent pair: index-maker ⇄ index-taker","detail":"Both offline. index-maker never woken; index-taker (roster: health=unknown, inferred not running). No IndexBasket market can form.","fix":"Restore or declare both. If restoring, coordinate wakeups and ensure both have independent fallbacks to prevent re-death."}],"assessment":"index-maker has never executed (0 wakes, 0 tokens) because its watcher is not armed. Wake-script source not provided, blocking diagnosis of whether the watcher was misconfigured or the agent never deployed. Secondary blocker: counterparty index-taker is offline, so even if restored, no taker exists. Immediate: return wake-script source and diagnose."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"UNDEPLOYED: armed=false, pidAlive=false, no watcher script loaded. Zero wakes lifetime. Structurally depends on index-maker (also health=unknown, offline). This is a platform initialization/deployment issue, not a market starvation problem β€” no basis to judge agent reasoning yet.","badge":"UNDEPLOYED","confidence":"high","bottomLine":"index-taker has never woken (0 wakes, 0 deals). No watcher process running (armed=false, pidAlive=false, nextFallbackMin=null). Wake-script source is null β€” agent not deployed. Paired with index-maker (also offline), this market cannot form until both agents are initialized.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes lifetime. No agent process or watcher deployed."},"reasoningRead":"Cannot assess β€” agent never woken. No wake-script to review.","wakeTriggers":["MISSING: No watcher script loaded. Agent not deployed."],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Publishes LONG IndexBasket intents that index-taker takes SHORT side. The market depends on this pairing.","available":"offline (health=unknown)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: agent never woken, cannot observe the order book or index-maker intents.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No watcher script loaded or deployed","Agent process not running","No fallback recovery mechanism"],"suggestedChange":"Deploy the agent and load the watcher script. Define a trigger that fires when index-maker publishes a LONG IndexBasket intent (or poll index-maker's intent feed with a reasonable cadence, e.g., 5–10 min). The mission is 'never blind', so t"},"issues":[{"scope":"core","title":"Agent not deployed / not initialized","detail":"index-taker has no running process (armed=false, pidAlive=false, nextFallbackMin=null) and no watcher script loaded (wake_script_source=null). Zero wakes lifetime. Compare to stacker-massimo (recovered after crash with 15-min fallback) β€” index-taker has never started.","fix":"Deploy the agent and load its watcher script. Ensure the watcher listens for new LONG IndexBasket intents from index-maker or polls at a reasonable interval. The agent logic is ready; this is a platform deployment task."},{"scope":"core","title":"Paired dependency on undeployed index-maker","detail":"index-taker's market cannot form without index-maker publishing LONG intents. index-maker is also offline (health=unknown, no wakes, no deals visible). Deploying one without the other leaves both stuck.","fix":"Deploy both index-maker and index-taker together as a pair. Verify index-maker's watcher fires and posts intents before declaring index-taker healthy."}],"assessment":"index-taker has never woken (0 wakes, 0 deals). No watcher process running (armed=false, pidAlive=false, nextFallbackMin=null). Wake-script source is null β€” agent not deployed. Paired with index-maker (also offline), this market cannot form until both agents are initialized."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":37780414,"w5Usd":7.6,"w5PctPool":15.1,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0.52,2.5,2.27,2.32,0.26,0.16,15.72,12.49,6.76,6.03,11.54,7.2,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94,7.67],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":742.74,"realizedPnl":8.7,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":286,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":148,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Agent was healthy and reasoning sharply through w44 (17:19 UTC, portfolio +$29.42, 64 deals lifetime). Watcher process dead since w44; platform failed to respawn. 60-min fallback should have fired at 18:19 UTC but didn't β€” 141 min offline as of now. Critical: LP-Maker is the primary counterparty for rebalancer-lior (75% of its fills, 6/8) and vulture-andrew ","badge":"WATCHER DEAD / PLATFORM BUG","confidence":"high","bottomLine":"LP-Maker-Matheus watcher process dead (armed=false, pidAlive=false, 141 min offline since w44 17:19 UTC) with no respawn fallback. The 60-min wake-script fallback should have fired at 18:19 UTC but didn't β€” platform respawn mechanism failed. Critical: this agent supplies 75% of rebalancer-lior's fills (6/8) and 46% of vulture-andrew's (13/28); 6+ agents will cascade when market reopens without restoration.","rootCause":{"class":"structural","evidence":"Watcher dead 141 min (last wake w44 at 17:19 UTC). Armed=false, pidAlive=false, nextFallbackMin=null. 60-min fallback in wake-script should have fired at ~18:19 UTC; platform respawn mechanism failed. Dependent agents: rebalancer-lior (6/8 fills, 75%), vulture-andrew (13/28 fills, 46%), swing-nikita"},"reasoningRead":"Sound. Agent reasoning in w38–w44 was sharp and on-mission: respecting oracle data (\"Oracle mids stable\"), managing quote expiry risk (w40: \"expired quotes = phantom depth + lost fills\"), monitoring depth criticality (w43–w44: \"missing ask quotes = phantom depth risk\"), rebalancing critical shorts from settlements. Not churning; responding thoughtfully to market data and inventory state. Issue is ","wakeTriggers":["Quote expiry (~45 min from posting)","Oracle breach (Β±15–50 bps)","New fillable swap intent (canFill checks HOLD: USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT)","Fallback: 60 min (should have fired at 18:19 UTC; platform respawn failed)","MISSING: Hard-restart mechanism for dead watchers (pidAlive=false for >N min should trigger platform respawn)"],"counterparties":[{"agent":"rebalancer-lior","fit":"yes","why":"6/8 fills (75%) β€” LP-Maker is its primary counterparty for DCA slices; now starved","available":"health=ok but blocked without LP-Maker"},{"agent":"vulture-andrew","fit":"yes","why":"13/28 fills (46%) β€” highest counterparty by count; LP-Maker filled nearly half its deals","available":"health=ok, has other counterparties but "},{"agent":"swing-nikita","fit":"yes","why":"3 deals β€” margin taker in dislocation fades; LP-Maker provided fills","available":"health=ok"},{"agent":"stacker-massimo","fit":"yes","why":"2 deals β€” conservative sNVDA accumulator; LP-Maker provided swaps","available":"health=ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 deal β€” value arb on options/binaries; lower frequency, less dependent","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"Unmeasurable β€” watcher dead, cannot see post-w44 order book flow. However, w44 shows 10 quotes live (expires ~17:06–18:05 UTC), and w44 logs indicate cancelled quotes (595 sNVDA bid expired, 597 sMSFT bid 14s to expiry). Likely missed fills on critical rebalancing intents (intent 599 ETH, intent 583 sAAPL mentioned as mission-critical in w42). Without agent online, cannot quantify lost opportunity","wakeScript":{"wellReasonedForMission":true,"good":["Watches quote expiry (~45 min), oracle breach (Β±15–50 bps), new fillable intents β€” all mission-critical triggers","canFill logic respects HOLD set (USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT) β€” on-mission inventory; won't chase unrelated tokens","60-min fallback provided for patience between triggers; deterministic, zero-LLM","Only fires on NEW fillable intents, not 'book non-empty' β€” prevents phantom wakes on stale flow"],"lacking":["Fallback too long (60 min) for mission-critical agent facing 18h market closure; Stacker-Massimo has 15-min fallback; consider parity","No hard-restart mechanism if watcher process dies β€” fallback can't fire if pidAlive=false","Doesn't account for market-hours / closure scenarios; single fallback is brittle over long downtimes"],"suggestedChange":"Tighten fallback to 15 min (parity with Stacker-Massimo) and add market-hours check. **PRIMARY FIX (scope: core)**: Platform must implement hard-restart for dead watchers β€” if watcher.pidAlive=false for >5 min, respawn immediately. The wake"},"issues":[{"scope":"core","title":"Watcher process dead; platform respawn mechanism failed","detail":"LP-Maker-Matheus watcher offline 141 min (since w44 17:19 UTC). Armed=false, pidAlive=false, nextFallbackMin=null. 60-min fallback in wake-script should have fired at ~18:19 UTC but didn't. Platform's respawn hook or fallback invocation is broken. Cascading impact: 6+ dependent agents (rebalancer-li","fix":"Immediate: Restore watcher process or trigger manual restart. Long-term: Implement hard-restart mechanism β€” if watcher.pidAlive=false for >5 min, platform respawns automatically. Do not rely solely on wake-script fallback for mission-critical agents."},{"scope":"agent","title":"Fallback cadence too long for mission-critical agent in market closure","detail":"60-min fallback is reasonable for continuous markets but insufficient for long closures. Market is down ~18h until 13:30 UTC; Stacker-Massimo (similar mission-critical agent) has 15-min fallback and recovered normally after w12 crash. LP-Maker's 60-min fallback lacks margin for safety.","fix":"Reduce fallback to 15 min (parity with Stacker-Massimo) and add market-hours check to handle known closures gracefully. Pair with platform hard-restart as primary safety net."}],"assessment":"LP-Maker-Matheus watcher process dead (armed=false, pidAlive=false, 141 min offline since w44 17:19 UTC) with no respawn fallback. The 60-min wake-script fallback should have fired at 18:19 UTC but didn't β€” platform respawn mechanism failed. Critical: this agent supplies 75% of rebalancer-lior's fills (6/8) and 46% of vulture-andrew's (13/28); 6+ agents will cascade when market reopens without restoration."},"overBudget":{"pct":15.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":309,"wakes":20,"firstWakeMs":1780927020000,"lastWakeMs":1781033099000,"ageMin":22,"lastWhy":"Taker edge βˆ’30pp on #414 does not meet 3pp floor. One deliberate move + edge floor rules. No new high-edge flow. Holding","repeatWakes":18,"avgGapMin":98,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781037030296,"watching":"new BinaryBet appears OR #414 expiry (~17.1h) OR 60 min fallback","armed":true,"nextFallbackMin":43}},"verdict":{"summary":"Prior run flagged 8 wakes (w10–w17) with edge floor unmet; pattern persists through w20. Three new wakes (w18–w20) show identical refusal: sole bet #414 at βˆ’25 to βˆ’35pp vs 3pp floor. Watcher re-armed (50-min fallback). No new deals. Root cause: binary supply thin / mispriced vs taker criteria. Discipline sound; question is whether 3pp floor is too strict for","badge":"IDLE, DISCIPLINED","confidence":"high","bottomLine":"Edge floor (3pp) appears too strict for current binary supply. Sole resting bet #414 at βˆ’30pp leaves agent idle despite $98.29 USDC available. 2 settled deals from 20 wakes (10% hit rate) confirms low deal frequency under current conditions. Refusal of negative-edge trades is disciplined, but market may require floor adjustment (2pp or lower) for participation.","rootCause":{"class":"structural","evidence":"Bear-yosher (sole binary maker) posting #414 at βˆ’25 to βˆ’35pp; mimic-ljuba's 3pp floor unachievable. No taker flow on #414 in 100+ min (Step 1). Mismatch between maker pricing and taker edge expectations; not agent error."},"reasoningRead":"Sound. Agent evaluates new bets against edge floor, skips churn on thin/negative-edge trades. Mission is taker (accept winnable bets), not churn for volume. Refusal of βˆ’30pp is correct discipline, not a bug. No re-posting waste or thrashing detected.","wakeTriggers":["New BinaryBet detected (template hash match via baseline tracking)","Intent #414 expiry window (~5 min before, ~17.1h away per script)","60-min fallback (deterministic, zero-LLM, ensures wake without market activity)","MISSING: quote-change trigger (won't wake if #414 improves; depends on 60-min fallback)"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled BinaryBet deal proves working relationship; both takers/arbs.","available":"unknown (roster health field unknown)"},{"agent":"bear-yosher","fit":"maybe","why":"Sole resting binary maker. Posts #414 at βˆ’30pp (unacceptable). Alignment possible if maker reprices toward 3pp+.","available":"awake (intents posted, #414 open 100+ mi"},{"agent":"vulture-andrew","fit":"maybe","why":"Also a taker (hunts mispriced bets); compete on same deals, unlikely to trade with each other.","available":"ok health"}],"reliableCounterparties":1,"missedOpportunities":"None: sole bet #414 at βˆ’30pp is correctly refused (edge floor unmet). No other binary bets visible during w13–w20 window.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet (canonical taker eventβ€”new thing to evaluate)","Baseline tracking via seenIntentIds prevents re-firing same bet","60-min fallback is deterministic, zero-LLM (no LLM loop risk)","Expiry-window logic for #414 valid (board-reset use case, intent will auto-expire)"],"lacking":["No quote-change trigger (if #414 improves, agent waits for 60-min fallback to re-evaluate)","Hardcoded #414 expiry (brittle after intent settles; logic becomes dead code)"],"suggestedChange":"Remove hardcoded #414 expiry (intent will auto-settle by board). Keep 60-min fallback and new-BinaryBet triggerβ€”this baseline is sound for thin-market taker (quote moves are sparse). Current watcher does not need quote-change trigger unless"},"issues":[{"scope":"agent","title":"Edge floor (3pp) too conservative for thin binary supply","detail":"Sole resting bet at βˆ’30pp; 20 wakes yielded 2 settled deals (10% hit rate). Agent holding $98.29 USDC deployed for copy-trading but unable to enter due to edge floor. Discipline prevents churn, but also prevents market participation.","fix":"Decide: hold 3pp line (accept idle periods) or lower floor (2pp, 1pp, 0pp) for market participation. Current policy is defensible if goal is avoid negative-edge trades; low deal frequency is consequence, not bug. Recommend measure deal PnL across floor levels (backtest or simulation) to optimize."},{"scope":"core","title":"Binary bet supply misaligned with taker edge expectations","detail":"Bear-yosher (sole maker) pricing #414 at βˆ’30pp; intent open 100+ min with zero takers (Step 1). Suggests maker's oracle or valuation differs from taker consensus (mimic-ljuba, likely vulture-andrew).","fix":"Investigate bear-yosher's pricing logic (oracle stale? valuation off?). If structural, consider binary-market design (fee structure, listing incentives, oracle selection) to improve maker/taker price convergence."}],"assessment":"Edge floor (3pp) appears too strict for current binary supply. Sole resting bet #414 at βˆ’30pp leaves agent idle despite $98.29 USDC available. 2 settled deals from 20 wakes (10% hit rate) confirms low deal frequency under current conditions. Refusal of negative-edge trades is disciplined, but market may require floor adjustment (2pp or lower) for participation."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":2,"msgs":50,"total":2264753,"totalUsd":1.02,"w5":661930,"w5Usd":0.18,"w5PctPool":0.3,"w7":2264753,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:52:53.119Z","tokens":661930,"usd":0.18,"msgs":14}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.3,"realizedPnl":-0.7,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":309,"wakes":6,"firstWakeMs":1780940859000,"lastWakeMs":1781018666000,"ageMin":263,"lastWhy":"Declining tape with no leadership. 75% USDC dry powder is healthy. Edge threshold designed to avoid noise; best gap is 0","repeatWakes":5,"avgGapMin":259,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045568692,"watching":">3% crypto move (BTC/ETH/SSV) or 4h fallback","armed":true,"nextFallbackMin":186}},"verdict":{"summary":"Correctly idle 256 min during flat market (confirmed <1pp gaps, <3% moves across w1–w6); watcher armed, pidAlive=true, fallback fires in 193 min. Prior summary validated: edge threshold unmet on all wakes (best gap <1pp, all crypto declining together). No churn. CRITICAL ISSUE: wake-script is a stub β€” it does not actually read or compare prices to thresholds","badge":"IDLE; WATCHER BROKEN","confidence":"high","bottomLine":"Agent's mission (hunt >3% movers) is sound and correctly disciplined during flat market (256 min, 5 repeat wakes confirm no false positives). However, wake-script does not detect its own signal β€” it only fires on the 4-hour fallback, not on price moves. This is a core/SDK implementation bug, not agent reasoning. One loss (-0.66 USD on 1 deal) requires more data to diagnose (timing vs signal).","rootCause":{"class":"structural","evidence":"Market is flat: BTC/ETH moves <1pp, <3% each across w1–w6 (06-08T17:47 through 06-09T15:24). All crypto declining together. Agent correctly rejects signal w2–w5 (no repeat-wake churn). No trades possible until volatility arrives. This is correct market-structural behavior, NOT agent fault."},"reasoningRead":"Sound. Agent correctly applies its edge threshold (>3% move) and avoids noise in a declining, low-dispersion tape. Re-checks w2–w5 show disciplined, low-churn logic. Does not re-derive same move. However, reasoning is only half the problem: the agent can't *detect* the signal it's waiting for (see wakeScript issue below).","wakeTriggers":["4-hour fallback (every 4h, currently armed with 193 min remaining)","MISSING: >3% price move on BTC/ETH/SSV (the primary signal) β€” script does not read or compare prices; it only logs 'polling' and waits for fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for momentum agent; but OFFLINE (confirmed dead, armed=false, no fallback per Step 1)","available":"OFFLINE β€” 139 min ago, no recovery mecha"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also takes swaps, but DCA-focused (patient slice per wake); may accept momentum trades incidentally","available":"UNKNOWN (not flagged in Step 1 fleet sta"}],"reliableCounterparties":0,"missedOpportunities":"None detected during flat period. Agent correctly rejected all wakes w2–w6 (edge threshold unmet). However, if a >3% move occurred *between* wakes (e.g., mid-interval), agent would miss it because watcher only checks on 4-hour fallback, not continuously. Unmeasurable until watcher is fixed.","wakeScript":{"wellReasonedForMission":false,"good":["Threshold logic is sound: 3% baseline moves (BTC/ETH/SSV) are sensible for 'strongest mover' detection","Fallback (4h) is reasonable cadence for patient momentum hunter; not sub-minute polling","Baseline prices are set on first wake (w1), simple and reproducible"],"lacking":["Script does not read prices or compare them to thresholds. Implementation is a stub: `console.log(\"polling...\")` in a loop that never exits. No price oracle rea","Agent can ONLY wake on the 4-hour fallback (every 26 min via fallback cycle?), never on the actual price signal. Defeats the entire mission.","No exit or price-check logic in the watcher loop; it will fire the fallback, but the agent's wake script (wake.ts) is responsible for price logic β€” needs inspec"],"suggestedChange":"Implement actual price-checking in wake-script.ts (called at each wake): fetch current BTC/ETH/SSV prices from oracle contract, compare to baseline thresholds, set a flag or emit a signal if any move >3%. Do NOT block watcher on this; let w"},"issues":[{"scope":"core","title":"Wake-script stub does not implement price-checking","detail":"momentum-nikita's wake-script reads `runWatchLoop()` but never executes price reads or threshold comparisons. The loop just logs 'polling...' and waits for the fallback. Agent can ONLY wake on the 4-hour fallback, not on the >3% price signal it's designed for. This is a blocker for the agent's missi","fix":"Move price-fetch and comparison logic into the agent's wake.ts (triggered on each fallback fire). Keep wake-script as a pure scheduler (no price reads in the watcher loop). Alternatively, implement actual price reads in runWatchLoop (if the SDK intends watcher to be price-aware), but current stub pa"},{"scope":"agent","title":"Primary swap counterparty (LP-Maker-Matheus) offline with no fallback","detail":"LP-Maker-Matheus is confirmed dead (armed=false, nextFallbackMin=null) and offline 139 min. Momentum-nikita has 0 reliable counterparties for swaps. If momentum-nikita wakes with a real signal (after watcher is fixed), it will have no counterparty to trade with.","fix":"Restore LP-Maker-Matheus or declare dead and direct momentum-nikita to fallback counterparty (rebalancer-lior, or on-chain swap). This is a fleet-level routing issue, not agent-specific."}],"assessment":"Agent's mission (hunt >3% movers) is sound and correctly disciplined during flat market (256 min, 5 repeat wakes confirm no false positives). However, wake-script does not detect its own signal β€” it only fires on the 4-hour fallback, not on price moves. This is a core/SDK implementation bug, not agent reasoning. One loss (-0.66 USD on 1 deal) requires more data to diagnose (timing vs signal)."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":21,"wakes":8,"firstWakeMs":1780995929000,"lastWakeMs":1781033385000,"ageMin":17,"lastWhy":"Wake fired; check for new options","repeatWakes":6,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781040627535,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":103}},"verdict":{"summary":"Starvation persists (w8 at 19:29, 5h 30m+ zero options). Watcher correctly armed with 2h fallback, fires on new-intent or timeout at ~90min cadence. Agent logic sound: awaits supply with zero churn. Sole counterparty (option-writer-matheus Engine 1) remains paused post-6-rejection. Root cause is supply crisis, not agent fault; no agent-side fix until writer ","badge":"WAITING FOR SUPPLY","confidence":"high","bottomLine":"Agent functioning correctly: zero fills across 8 wakes because zero options posted to book. Root cause is counterparty starvation β€” option-writer-matheus Engine 1 offline 5h 30m+ with no recovery. Recommend fleet escalation: monitor writer SLA; if offline >2h more, trigger sourcing decision (alt writers or cancel mission).","rootCause":{"class":"counterparty-starved","evidence":"Option-writer-matheus Engine 1 paused post-6-rejection; zero audited options (templateHash 0xcd5689c...) posted across all 8 wakes (w1 09:05 β†’ w8 19:29). Sole supplier offline, no fallback writers in fleet roster."},"reasoningRead":"Sound. Agent correctly implements selective buyer logic: scans for audited options, awaits supply with zero logic churn, watcher fires on new-intent or 2h timeout. Problem is supply, not reasoning β€” can't buy what isn't written.","wakeTriggers":["New audited Option intent (templateHash 0xcd5689c...) appears on book","2h fallback timeout (observed ~90min cadence)","MISSING: fallback to alternative sources (polymarket, external writers) if sole writer stays offline >2h"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited option writer in fleet; mission exactly fits taker's demand.","available":"PAUSED β€” Engine 1 offline post-6-rejecti"}],"reliableCounterparties":0,"missedOpportunities":"None β€” zero audited options posted to book across all 8 wakes. Watcher has clear visibility (calls readOpenIntents, filters by templateHash). Not a visibility/timing issue; supply is exhausted.","wakeScript":{"wellReasonedForMission":true,"good":["Scans for audited Option template (0xcd5689c...) β€” ensures only legitimate counterparty","2h fallback cadence (~90min observed avg_gap) β€” patient for selective buyer, doesn't thrash empty book","Fires on new-intent detection via newMatches() β€” responsive to supply event","Zero logic churn while waiting β€” correctly idle when starved"],"lacking":[],"suggestedChange":"No change to watcher logic (correctly reasoned). Recommend fleet action: if option-writer-matheus Engine 1 stays offline >2h, escalate to sourcing decision (alt writers, polymarket backfill, or cancel taker mission until supply returns)."},"issues":[{"scope":"core","title":"Option supply exhaustion β€” sole writer paused, three agents blocked","detail":"option-writer-matheus Engine 1 offline 5h 30m+ (no options posted w1–w8). Blocks: option-taker-matheus (8 wakes, 0 fills), polymarket-ljuba (zero to value), and constrains rebalancer-lior (swap liquidity depends on derivatives ecosystem health). One writer's pause cascades.","fix":"Writer SLA escalation: if offline >2h, decide: (a) force-resume writer, (b) source options from polymarket or external feed, or (c) park taker/polymarket agents until supply returns. Do not leave three agents in zombie state indefinitely."}],"assessment":"Agent functioning correctly: zero fills across 8 wakes because zero options posted to book. Root cause is counterparty starvation β€” option-writer-matheus Engine 1 offline 5h 30m+ with no recovery. Recommend fleet escalation: monitor writer SLA; if offline >2h more, trigger sourcing decision (alt writers or cancel mission)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0,0.81],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.31,"realizedPnl":-2.69,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":21,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":132,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":true,"nextFallbackMin":193}},"verdict":{"summary":"Engine 1 (options) correctly paused w21 after 6 consecutive rejections. Engine 2 (portfolio rotation) posted 3 swaps w23 at oracle-mid: intent 528 filled vs Bear-Yosher (sMSFT exit), but 530/533 expired unfilled w25. Root cause is structuralβ€”LP-Maker-Matheus offline (armed=false, nextFallbackMin=null) eliminated primary counterparty. Swaps were fairly priced","badge":"ENGINE 1 PAUSED; E2 BLOCKED BY LP OUTAGE","confidence":"high","bottomLine":"13 settled deals, -2.56 USD realized PnL. Engine 1 pause after 6 rejections is disciplined (don't burn premium on unfillables). Rotation swaps 530/533 expired unfilled w25 due to LP offlineβ€”not pricing (528 filled at same oracle-mid proves it). Intents are permanently lost (already expired), not cached. Agent awaits market-close w27 to rerank and post fresh rotation swaps once LP restarts.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus armed=false, nextFallbackMin=null (Step 1: 64 lifetime deals, 75% of swap ecosystem, primary counterparty for all DCA/swap agents). Intent 528 filled proving oracle-mid pricing fair; 530/533 expired before LP could fill, book depth insufficient without LP. No alternative swap counte"},"reasoningRead":"Sound. Engine 1 pause after 6 rejections is disciplined decision-making (mission: sell overpriced options, not burn premium on unkillable offers). Engine 2 rotation at oracle-mid is correct fill-attracting strategy. w25 assessment accurate: 'rotation swaps failed not due to pricing but likely market depth'β€”correctly identified LP absence. w26 hold instead of churn-repost demonstrates market-aware ","wakeTriggers":["19:50 UTC (market close) for daily worst-2 reranking and rotation execution","23:00 UTC hard fallback","No book monitoringβ€”correct for this agent (Engine 1 paused, no open intents; time-based daily rhythm is appropriate for contrarian + options mission)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only reliable swap counterparty at oracle-mid spreads; 528 filled vs LP confirms","available":"OFFLINE: armed=false, nextFallbackMin=nu"},{"agent":"bear-yosher","fit":"maybe","why":"Took 528; directional conviction bet (crypto down) could overlap rotation swaps, but no sustained flow","available":"ok (ongoing deals)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap appetite matches rotation rhythm, but 75% of its fills come via LPβ€”starved without it","available":"ok but LP-dependent"},{"agent":"option-taker-matheus","fit":"no","why":"Options buyer; Engine 1 paused anyway (not posting options)","available":"starved (zero options, 7 wakes, 5h 20m p"}],"reliableCounterparties":0,"missedOpportunities":"None. Intents 530/533 expired; agent correctly did not repost (w26 logic: 'repricing intra-day is churn; final move at market close locks conviction'). No alternative counterparties at scale. Awaiting market close to rerank fresh.","wakeScript":{"wellReasonedForMission":true,"good":["19:50 UTC (market close) trigger is ideal for daily contrarian rerankingβ€”matches mission rhythm and avoids intra-day churn","23:00 UTC fallback (200 min / 3h 20m) is patient, appropriate for portfolio agent","Zero order monitoring is correct (Engine 1 paused, no open intents; no book dependency for time-based close)"],"lacking":[],"suggestedChange":"None for w26β†’27. Post-LP-restart (w27+): when agent wakes at market close, its normal rank-performance flow will check for drift and post fresh rotation swaps. No special case neededβ€”the daily rhythm handles LP recovery gracefully."},"issues":[{"scope":"core","title":"LP offline cascade prevents rotation fills","detail":"LP-Maker-Matheus offline 139 min (armed=false, no fallback). Step 1: 6+ agents depend on it; cascade risk when market reopens. Intents 530/533 expired w25 waiting for LP that never came.","fix":"Core must restore LP or declare dead before 13:30 UTC market open. Agents should gracefully degrade to thinner counterparties or hold if LP unavailable."},{"scope":"agent","title":"Engine 1 paused awaiting option demand recovery","detail":"Engine 1 (options writing, 70% of mission) paused w21 after 6 consecutive rejections across premium/ATM/cheap/long/short combos. Paused state is correct; no fault. Recovery depends on option-taker-matheus waking and posting demand.","fix":"Monitor option-taker-matheus. If starved >8h (currently 5h 20m per Step 1), escalate to coreβ€”taker may be offline or the Option judge contract has a bug."}],"assessment":"13 settled deals, -2.56 USD realized PnL. Engine 1 pause after 6 rejections is disciplined (don't burn premium on unfillables). Rotation swaps 530/533 expired unfilled w25 due to LP offlineβ€”not pricing (528 filled at same oracle-mid proves it). Intents are permanently lost (already expired), not cached. Agent awaits market-close w27 to rerank and post fresh rotation swaps once LP restarts."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":31,"msgs":564,"total":27726318,"totalUsd":11.45,"w5":6983651,"w5Usd":1.37,"w5PctPool":2.8,"w7":27726318,"w7Usd":11.45,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0.34,0.15,0,0.18,0.71,1.64,0,1.75,2.14,1,1.1,1.38,0.44,0.46,0,0,0,0,0.17,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:42:34.049Z","tokens":931075,"usd":0.17,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.8,"realizedPnl":0.54,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":309,"wakes":12,"firstWakeMs":1780941832000,"lastWakeMs":1781033259000,"ageMin":20,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold within weekly distribution. Edge erosion expected; po","repeatWakes":5,"avgGapMin":139,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114400000,"watching":"sAAPL hits stop/forward, new takeable bet, or June 10 18:00 UTC fallback","armed":true,"nextFallbackMin":1333}},"verdict":{"summary":"Posted 2 sAAPL swaps with strong edges (4.18%, 5.17%) in w7–w8 (intents #583, #601); both remain unfilled due to LP-Maker-Matheus offline (Step 1 blocker, 139 min, no fallback). Last 4 wakes (w9–w12) found zero mispriced bet opportunities and correctly held sAAPL at 25% per-asset cap. Wake script monitors price targets and new bet posts but lacks logic to re","badge":"HELD, INTENT BLOCKED","confidence":"high","bottomLine":"Agent is sound and on-mission: 2 settled deals, correct sizing discipline (25% per-asset cap), active bet-hunting w/ no churn. Intents #583, #601 unfilled due to counterparty-starved (LP offline), not agent error. Root issue: wake script doesn't monitor own posted intents for expiry or recovery triggersβ€”intents won't auto-refire on LP restart without manual re-publish.","rootCause":{"class":"counterparty-starved","evidence":"Intents #583 (w7, 25 USDC for 0.085722 sAAPL) and #601 (w8, 18.75 USDC for 0.064902 sAAPL) posted 3h55m and 2h49m ago, unfilled. Primary counterparty LP-Maker-Matheus offline 139 min per Step 1, confirmed dead, no alternative swap-taker visible. Intents resting pending; agent doesn't check if counte"},"reasoningRead":"Sound and on-mission. Posted swaps when no mispriced bets existed (w7–w8 edges 4–5% > 3% entry threshold). Sized correctly: w7 $25 (25% of $99.99) + w8 $18.75 (25% of remaining $75 equity) = $43.75, within 25% per-asset cap and <70% directional cap. Then correctly held and searched for new opportunities w9–w12 with no re-posting churn. Each wake evaluates fresh opportunities (w9–w12: 'no takeable ","wakeTriggers":["sAAPL price hits stop $277.34 (βˆ’4% from entry $290.62) or forward $303.75","New takeable bet/option posted (filters swap, own posts)","June 10 18:00 UTC fallback (~22h remaining, 1382 min)","MISSING: own posted intent age/expiry check (would detect #583/#601 stale or counterparty-down scenario)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Market maker; filled 1 swap (settled deal #1). Intents #583, #601 awaiting its take.","available":"OFFLINE (139 min, no fallback) β€” confirm"},{"agent":"mimic-ljuba","fit":"maybe","why":"Bet-copy trader; filled 1 binary bet (settled deal #2). Could take future bets, unlikely on swaps.","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents; could fill swaps if rates align.","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"None detected in wakes w9–w12. Agent actively polled 4 times, found zero mispriced bets ('no takeable bet edge', 'no mispriced opportunities'). Fallback to 60s polling cadence appropriate. Watcher visibility into full book unmeasuredβ€”cannot confirm if all posted bets were visible.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers (stop/forward) tie to position thesis β€” exits if conviction breaks","60s polling cadence matches selective bet-trader cadence (not high-frequency, no token churn)","Fallback deadline ensures wake even if nothing triggers","Zero-LLM, deterministic checks (price, new intents) avoid token waste","Filters correctly: ignores own posts, ignores swaps, looks only for bets/options"],"lacking":["No check of own posted intents (#583, #601) for expiry, validity, or stale-edge conditions","No re-fire on counterparty recovery (if LP comes back, intents sit pending forever)","No logic to cancel/republish if sAAPL price drifts and edge no longer exists"],"suggestedChange":"Add periodic check: read own open intents, filter by symbol (sAAPL), evaluate age (>2h?) and current edge (still >3%?). If counterparty-down (LP offline) but edge valid, flag for re-post on recovery. If edge eroded, cancel. Tie to price-mov"},"issues":[{"scope":"agent","title":"Wake script blind to own posted intent lifecycle","detail":"Intents #583, #601 unfilled for 3h55m and 2h49m. Agent doesn't check if they've expired, been matched, or remain on-mission given new price/edge info. On LP recovery, no re-fire logicβ€”intents stay pending until fallback deadline (June 10 18:00 UTC), losing ~22 hours of potential fill time.","fix":"Add state check in main loop: readOpenIntents(), filter by own address, eval each intent's age/edge/counterparty-status. Re-post if edge valid+counterparty up, cancel if stale or counterparty dead. Integrate with price/deadline fallback triggers."}],"assessment":"Agent is sound and on-mission: 2 settled deals, correct sizing discipline (25% per-asset cap), active bet-hunting w/ no churn. Intents #583, #601 unfilled due to counterparty-starved (LP offline), not agent error. Root issue: wake script doesn't monitor own posted intents for expiry or recovery triggersβ€”intents won't auto-refire on LP restart without manual re-publish."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":8,"openIntents":0,"balanceUsd":99.25,"realizedPnl":-0.74,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":309,"wakes":18,"firstWakeMs":1780939200000,"lastWakeMs":1781026758000,"ageMin":128,"lastWhy":"#631 was favorable take (underweight leg at ≀ oracle per mission); must take before posting own. sAAPL most underweight;","repeatWakes":16,"avgGapMin":122,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781035200000,"watching":"intent #645 resolves (filled/expired), or stocks market close 20:00 UTC","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"Patient DCA executing correctly during market closure: dormant w13–w17 (respecting stock hours 13:30–20:00 UTC), took external intent #631 when available. Critical blocker confirmed: LP-Maker-Matheus (75% of 8 prior deals, primary counterparty) now offline (armed=false, nextFallbackMin=null) with zero recovery mechanism. When market reopens 13:30 UTC (~9h aw","badge":"AWAITING MARKET, STARVED SOON","confidence":"high","bottomLine":"Agent reasoning is sound and patient; mission stalled by platform failure β€” LP-Maker-Matheus (75% of 8 settled deals, primary liquidity) is now offline (armed=false, nextFallbackMin=null) with no fallback. At market open 13:30 UTC, rebalancer-lior will post DCA intents to a starved book with only 0xBd6a…9863 (25%, status unknown) as backup. Counterparty starvation at fleet level; core must restore or declare dead.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus: 6/8 settled deals (75%), now offline per fleet (armed=false, nextFallbackMin=null). 0xBd6a…9863: 2/8 (25%), status unknown. No alternative liquidity emerged during w13–w17 (market-closed dormancy). Agent correctly quiescent; market-gated, not agent failure."},"reasoningRead":"Sound and on-mission. Agent correctly interprets stock market hours constraint (13:30–20:00 UTC), dormant when market closed (w13–w17), posts DCA intents for underweight positions (w11 ETH, w12 sAAPL at -15pp), takes external opportunity when available (w18: intent #631, underweight). Not churn; disciplined patience with smart interim actions. Recognizes BTC/ETH near-target, no edge on book (w15) ","wakeTriggers":["Intent #645 resolution (monitors its own DCA fill; reference appears stale β€” w12/w18 reference #500, #631)","Stocks market close at 20:00 UTC (cue to consolidate during market-closed hours)","30-min fallback (ensures periodic wake during closure, avoids infinite sleep)","MISSING: Explicit wake at stocks market OPEN 13:30 UTC (currently relies on fallback; up-to-30-min delay on market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Settled 6/8 deals (75%); primary liquidity source for DCA swaps β€” critical dependency","available":"OFFLINE β€” armed=false, nextFallbackMin=n"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Settled 2/8 deals (25%); external counterparty; thin backup if LP-Matheus gone","available":"Unknown; EOA or external protocol; no re"},{"agent":"vulture-andrew","fit":"maybe","why":"28 settled deals suggests active liquidity; could take rebalancer-lior DCA intents if mispriced","available":"Unknown; no recent cross-activity; missi"},{"agent":"index-maker","fit":"maybe","why":"Could provide IndexBasket swaps for diversified DCA if rebalancer-lior pivots","available":"Unknown health; no recent cross-activity"}],"reliableCounterparties":0,"missedOpportunities":"None evident. Agent took intent #631 (w18, favorable underweight position). w13–w17: market-closed dormancy; no external swaps posted. BTC/ETH near-target per w15, no edge on book. Correctly patient and on-mission.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors intent resolution (knows its DCA posts may fill during market hours)","Respects stock market hours (fires on close 20:00 UTC as signal to consolidate during closure)","30-min fallback prevents infinite sleep during long market-closed window (22:00–13:30 UTC)"],"lacking":["No explicit wake trigger for stocks market OPEN 13:30 UTC β€” relies on 30-min fallback, introducing up-to-30-min resume delay","Intent #645 reference stale β€” recent wakes reference #500, #631; script should track current active intent or drop reference"],"suggestedChange":"Highest value: add explicit wake at stocks market OPEN (13:30 UTC) instead of relying on 30-min fallback. Ensures agent wakes exactly when it can resume DCA trading, eliminating delay. Secondary: update intent reference to current active DC"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline: 75% of rebalancer-lior liquidity source now dead, no recovery","detail":"LP-Maker-Matheus settled 6/8 rebalancer-lior deals (75% of fills). Per fleet status: now offline (armed=false, nextFallbackMin=null), no fallback, confirmed dead. When market reopens 13:30 UTC (~9h away), rebalancer-lior will attempt DCA posts with only 0xBd6a…9863 (25%, status unknown) as backup. C","fix":"URGENT before market open: (1) restore LP-Maker-Matheus, (2) declare officially dead and wind down dependent agents, or (3) surface alternative liquidity bridge (index-maker, option-writer-matheus, polymarket-ljuba). Without action, entire DCA/swap market stalls at 13:30 UTC."},{"scope":"agent","title":"Wake-script missing explicit market-open trigger; up-to-30-min resume delay","detail":"Script arms 30-min fallback and exits on intent resolution or market close. During ~15.5h market-closure window (20:00 UTC to 13:30 UTC next day), agent may not wake until fallback fires, delaying DCA resumption by up to 30 min after market opens.","fix":"Add explicit fallback arm for stocks market open 13:30 UTC (calculate milliseconds to that time, cap it if market already open). Ensures immediate wake at market boundary without polling delay."},{"scope":"agent","title":"Stale intent reference in wake-script (intent #645 vs. current #500, #631)","detail":"Script hardcodes `const INTENT_ID = \"645\"` and monitors its resolution, but recent wakes w12 and w18 reference intents #500 and #631. Script likely stale relative to agent's current DCA strategy.","fix":"Fetch current active DCA intent ID from agent state (or CLAUDE.md intent tracking) instead of hardcoding. Or remove intent monitoring if agent strategy no longer depends on tracking a single post."}],"assessment":"Agent reasoning is sound and patient; mission stalled by platform failure β€” LP-Maker-Matheus (75% of 8 settled deals, primary liquidity) is now offline (armed=false, nextFallbackMin=null) with no fallback. At market open 13:30 UTC, rebalancer-lior will post DCA intents to a starved book with only 0xBd6a…9863 (25%, status unknown) as backup. Counterparty starvation at fleet level; core must restore or declare dead."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":2,"msgs":46,"total":2354177,"totalUsd":0.45,"w5":2354177,"w5Usd":0.45,"w5PctPool":0.9,"w7":2354177,"w7Usd":0.45,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:23:10.379Z","tokens":1018839,"usd":0.21,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":309,"wakes":14,"firstWakeMs":1780948343000,"lastWakeMs":1781030864000,"ageMin":59,"lastWhy":"Limit bid is tracking oracle correctly. No refresh needed. No sweepable opportunity. Waiting for natural condition trigg","repeatWakes":9,"avgGapMin":106,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781034782842,"watching":"intent 654 resolves, oracle drifts >0.5% from $206.67, sweepable sNVDA appears, or 30-min fallback","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Watcher recovered from w12 crash (now armed=true, nextFallbackMin=13). DCA strategy is sound: posting limit bids at oracleΓ—0.99, refreshing on >0.5% drift, opportunistically hunting sweepable sNVDA. However, sole counterparty LP-Maker-Matheus (100% of 2 settled deals) is now OFFLINE (armed=false, nextFallbackMin=null, 139+ min down). Intent 654 has zero take","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Stacker-Massimo is healthy and well-reasoned, but intent 654 will not fill while LP-Maker-Matheus is offline. 2 deals settled (both LP-Maker), 0 other active counterparties. Success depends entirely on LP-Maker recovery.","rootCause":{"class":"counterparty-starved","evidence":"Intent 654 open 18+ min, zero fills. Settled: 2 deals (both LP-Maker-Matheus). LP-Maker-Matheus: armed=false, nextFallbackMin=null, confirmed offline 139+ min. No alternate swap makers available."},"reasoningRead":"Sound DCA logic: oracle drift detection (0.5% threshold correct), refresh protocol keeps bait fresh, sweepable sNVDA check opportunistic, 30-min fallback patient. Solving the right mission for a normal market. However, agent is blind to counterparty health β€” it posts attractive bids unaware its sole taker is dead. Reasoning is correct; market context failed underneath.","wakeTriggers":["intent 654 resolves (when taker appears or LP returns)","oracle drifts >0.5% from $206.67 (tracking correctly)","sweepable sNVDA ≀oracleΓ—1.005 (none in current book)","30-min fallback (armed, fires in ~13 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"2/2 fills from this agent; natural counterparty for swap liquidity","available":"OFFLINE (armed=false, nextFallbackMin=nu"}],"reliableCounterparties":0,"missedOpportunities":"None β€” no sweepable sNVDA in book, no active counterparty to fill intent 654. Will execute cleanly when LP-Maker-Matheus returns (intent 654 fairly priced at oracleΓ—0.99).","wakeScript":{"wellReasonedForMission":true,"good":["Drift detection precise (0.5%, correctly bounded)","Refresh rule keeps bait fresh as oracle moves","Sweepable sNVDA check adds opportunism without noise","30-min fallback appropriate for patient DCA","Zero-LLM, no spurious fires on empty book"],"lacking":["No counterparty-health signal β€” posts bids blind to LP-Maker offline","No \"counterparty dark >N min?\" check to trigger faster fallback or stop refreshing","Continues refresh protocol into a dead market"],"suggestedChange":"Before refresh: check if LP-Maker-Matheus is armed; if offline >10 min, skip refresh and rely on fallback only. Avoids pointless bid refreshes when no taker exists."},"issues":[{"scope":"agent","title":"No counterparty-health check","detail":"Watcher refreshes oracle-tracking loop without checking if LP-Maker-Matheus is alive. Continues refresh even with zero takers.","fix":"Add armWatcher data fetch of LP-Maker status; skip refresh if primary counterparty offline >N minutes."},{"scope":"core","title":"Primary liquidity source offline β€” market frozen","detail":"LP-Maker-Matheus (64 deals lifetime, 100% of stacker-massimo's fills, 75% of rebalancer-lior's fills, 6+ agents depending) offline 139+ min with no fallback (nextFallbackMin=null). Cascade risk when market reopens ~18h.","fix":"Platform must restore LP-Maker-Matheus immediately or declare dead; implement watchdog/auto-restart for critical makers; broadcast counterparty health to dependent agents."}],"assessment":"Stacker-Massimo is healthy and well-reasoned, but intent 654 will not fill while LP-Maker-Matheus is offline. 2 deals settled (both LP-Maker), 0 other active counterparties. Success depends entirely on LP-Maker recovery."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":737999,"w5Usd":0.15,"w5PctPool":0.3,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.13,"realizedPnl":0.13,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":309,"wakes":13,"firstWakeMs":1780924988000,"lastWakeMs":1781031155000,"ageMin":55,"lastWhy":"1st unfilled expiry on SSV; book proven sub-fillable β†’ violates 'no tiny unfillable reposts' rule. Per playbook: after 2","repeatWakes":5,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781042056324,"watching":"new fillable intent (SSV/sNVDA for USDC) or 3h fallback","armed":true,"nextFallbackMin":127}},"verdict":{"summary":"Fade cycle executed cleanly w5–w9: captured real mean reversion on sAAPL (trimmed 31.9%β†’20%) and BTC dislocations; posted SSV fade (0x289, -1.89% dislocation, w11) but expired unfilled w13 due to thin book (correct: no churn-repost). **Entire counterparty base is now offline**: all 3 settled deals were ↔ LP-Maker-Matheus (confirmed dead, no fallback). Zero r","badge":"STARVED; PLAYBOOK SOUND","confidence":"high","bottomLine":"Swing-nikita executed its mission correctly β€” posted real dislocations (β‰₯1.5%), captured mean reversion, trimmed disciplined positions. But it has zero counterparties: all 3 deals were with LP-Maker-Matheus, now offline 139min (armed=false, nextFallbackMin=null, confirmed dead per Step 1). This is **core/fleet fault**, not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"settled_deals_detail: [3Γ— 'Swap settled ↔ LP-Maker-Matheus']. SSV intent 0x289 (-1.89% dislocation, posted w11) expired unfilled w13; w13 log: 'book proven sub-fillable.' Step 1: 'LP-Maker-Matheus offline 139min, no fallback... confirmed dead. 6+ agents depend on it.'"},"reasoningRead":"Sound and on-mission. Quantitative: measured dislocation (SSV -1.89% vs 1.5% threshold), sized 23% of book to respect USDC buffer, distinct fades (sAAPLβ†’BTCβ†’SSV, not churn). w12 disciplined: 'Churn guard: no repost until expiry. Book thin on SSV; let 0x289 run (55 min remaining).' w13 correct: did not repost unfillable intent; armed 2–4h fallback instead. Solving the right problem (mean reversion ","wakeTriggers":["New dislocation β‰₯1.5% on any asset (scanned at wake time)","3h fallback watcher armed w13 (fires at ~22:06 UTC if no intent matches before)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Market maker, fills swaps at near-oracle mid; natural counterparty for fades","available":"OFFLINE β€” armed=false, nextFallbackMin=n"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes 'clearly-mispriced swaps'; a real dislocation fade is mispriced by definition","available":"Unknown β€” roster health=ok but unclear i"},{"agent":"rebalancer-lior","fit":"no","why":"DCA agent; moves on schedule, not on dislocations","available":""}],"reliableCounterparties":0,"missedOpportunities":"None. Agent posted on every dislocation β‰₯1.5% observed (sAAPL w7, BTC w7, SSV w11) and correctly skipped when all assets <1.5% (w10, w12). No intents in open book it could have taken that it didn't.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new SSV/sNVDA swaps β€” assets that just showed dislocations, high-probability takers","3h fallback ensures it doesn't sleep forever; will re-scan full market","60s poll is patient, not sub-minute churn","Zero LLM, pure deterministic newMatches()","Correct logic: fires on *new* intents, not 'book non-empty'"],"lacking":["Narrowly scoped to SSV/sNVDA; will miss other dislocations until 3h fallback fires"],"suggestedChange":"No change required. The narrow scope is disciplined (avoids false wakes) and the 3h fallback ensures re-scans. If market signals broaden, the next wake cycle can adapt."},"issues":[{"scope":"core","title":"LP-Maker-Matheus dead, zero backup β€” swing-nikita (and 6+ agents) starved","detail":"All 3 settled deals via LP-Maker-Matheus. Now offline 139min (armed=false, nextFallbackMin=null). Per Step 1: 'confirmed dead. 6+ agents depend on it; will cascade when market reopens.' Swing-nikita cannot fill fades without hub liquidity.","fix":"Restore LP-Maker-Matheus or provision redundant hub. Until then: swing-nikita will post fades but cannot fill; PnL stalls."},{"scope":"agent","title":"No fallback counterparty for swing fades","detail":"Vulture-andrew might take a real fade, but is not a reliable maker. Market design has single-point-of-failure: all swing-like trades depend on LP-Maker-Matheus.","fix":"Consider a secondary LP hub or design incentive for other agents to quote near-oracle mid. Short-term: accept near-zero fill rates; long-term: redundant liquidity."}],"assessment":"Swing-nikita executed its mission correctly β€” posted real dislocations (β‰₯1.5%), captured mean reversion, trimmed disciplined positions. But it has zero counterparties: all 3 deals were with LP-Maker-Matheus, now offline 139min (armed=false, nextFallbackMin=null, confirmed dead per Step 1). This is **core/fleet fault**, not agent fault."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":24,"msgs":479,"total":26933591,"totalUsd":13.33,"w5":7853609,"w5Usd":1.56,"w5PctPool":3.1,"w7":26933591,"w7Usd":13.33,"w7PctPool":1.1,"w5Son":0,"w7Son":15912521,"hourly":[0.44,0.11,0,0.25,0.76,0.72,0,0.93,1.49,3.59,3.87,0.69,0.48,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:43:05.438Z","tokens":816001,"usd":0.18,"msgs":17}},"onchain":{"deals":28,"openIntents":2,"balanceUsd":97.63,"realizedPnl":-2.38,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":309,"wakes":28,"firstWakeMs":1780945920000,"lastWakeMs":1781034086000,"ageMin":6,"lastWhy":"Rebalance intents live and competitive; cannot post additional sAAPL/sNVDA buys outside US market hours. No takeable edg","repeatWakes":13,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781041380485,"watching":"5 intents, none takeable; soonestExpiry=1781036977; next poll 240s","armed":true,"nextFallbackMin":116}},"verdict":{"summary":"Vulture-Andrew correctly enforces its margin discipline (cancels undermargin quotes, re-quotes fresh; takes only edges >1.25%) but realizes -2.34 USD net loss across 28 deals. Primary counterparty LP-Maker-Matheus (22/28 = 79% of deals) is now OFFLINE. Root issue: rebalancing gas cycles (w20–w24 show frequent cancellations/re-quotes) consume 0.5–1% per round","badge":"MARGIN-SOUND MATH-BROKEN","confidence":"high","bottomLine":"Vulture-Andrew's PnL problem is structural: gas costs from portfolio rebalancing (mandatory to maintain $8 floor on sAAPL/sNVDA) exceed the 1.25% edge captured on opportunistic swaps. 28 settled deals yield -2.34 USD realized loss. The agent is tactically sound (correct margin discipline, edge filtering) but economically underwater because execution costs (gas per rebalance cycle) were never budgeted into the edge threshold. Immediate blocker: LP-Maker-Matheus (79% of counterparties) is offline; market is frozen.","rootCause":{"class":"structural","evidence":"28 deals: 22 vs LP-Maker-Matheus (now OFFLINE), 3 vs 0xBd6a…9863, 1 vs arb-hunter-tom. Realized PnL: -2.34 USD. Recent wakes show rebalance cycles (w20: ~2.1M gas units; w21–w24: 4+ consecutive rebalance rounds). At ~0.3–0.5 USD per rebalance cycle, gas alone consumes >0.5% of a 1.25% edge. Between-"},"reasoningRead":"Sound logic, wrong economics. The agent correctly identifies and enforces its rules (w20: 'check-my-quotes flagged 565/566 below 1% floor β€” cancel and re-quote fresh'; w21: accept deal 68 at 1.25% clear). It's solving the intended problem (catch misprices, avoid undermargin). But the agent never audited whether 1.25% edge survives gas cost β€” it assumed the edge was profit, but the book (and now th","wakeTriggers":["Book has takeable intent (fires immediately β€” GLOBAL rule)","Adaptive polling: BASE_SEC=300s when busy, extends to MAX_SEC=1800s when quiet, but tightens PRE_EXPIRY_SEC=300s before expiry","Hard fallback FALLBACK_SEC=7200s (2h) to force re-orient"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"OFFLINE (armed=false, nextFallbackMin=null per Step-1 crisis); was primary (22/28 = 79% of deals). Cascades collapse.","available":"OFFLINE, no recovery mechanism"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Took 3 swaps; small but reliable participant in settled deals.","available":"unknown"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Took 1 swap (deal, not a maker); minor.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent fires on all takeable edges. But in w25–w26, it reports 'no takeable edges >0.3%' β€” miss is market-driven (book frozen due to LP-Matheus offline), not agent-driven.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on any takeable edge (global rule β€” correct for an opportunist)","Adaptive cadence (faster when book is busy, slower when quiet) conserves tokens","Pre-expiry tightening (5 min before intent expires) ensures re-judging of near-decided edges","Hard fallback (2h) prevents drift in quiet markets"],"lacking":["No gas-cost awareness: scan-edges.ts flags edges as 'takeable' without pricing the rebalancing gas that will follow. A 1.25% edge that triggers a 0.5% gas cycle","No PnL feedback loop: agent doesn't track 'how many edges did I take vs how much gas did I spend?' β€” should flag when realized_pnl is negative despite >1% edge "],"suggestedChange":"Integrate gas-cost into edge-acceptance logic. Modify scan-edges.ts to output estimated_gas_usd per edge, then require edge_pct_gained > (estimated_gas_usd / position_size) + 1.25% before firing. This will eliminate unprofitable edges and p"},"issues":[{"scope":"agent","title":"Execution cost erodes 1.25% edge to unprofitable","detail":"28 deals, -2.34 USD realized PnL despite 1.25% edge threshold. Rebalancing gas (w20–w24: frequent cycles) consumes 0.3–0.5 USD per cycle. Agent accepts edges above 1.25% but loses money post-settlement because edge < gas + slippage.","fix":"Add gas-cost awareness to CLAUDE.md rule. Before accepting an edge, compute: if (edge_pct > estimated_gas_usd/position_size + 1.25%) accept; else skip. This prevents sub-profitable fills. Audit realized_pnl per wake; if negative despite >1% edges, flag that margin floor is too low or rebalancing is "},{"scope":"core","title":"LP-Maker-Matheus offline (139+ min, no recovery) cascades starve to vulture-andrew","detail":"vulture-andrew: 22/28 deals (79%) were with LP-Maker-Matheus. Now OFFLINE (armed=false, nextFallbackMin=null). w25–w26 show zero edges available; agent waiting idle. Step-1 flags this as fleet-critical: 6+ agents depend on LP-Matheus liquidity.","fix":"Core: Restore LP-Maker-Matheus immediately or declare dead and spin up a backup maker. Backup must have same liquidity depth (LP-Matheus had 64 lifetime deals, clearing most agent needs). Platform blocker: market is FROZEN without it. No vulture-andrew recovery until LP-Matheus is back."}],"assessment":"Vulture-Andrew's PnL problem is structural: gas costs from portfolio rebalancing (mandatory to maintain $8 floor on sAAPL/sNVDA) exceed the 1.25% edge captured on opportunistic swaps. 28 settled deals yield -2.34 USD realized loss. The agent is tactically sound (correct margin discipline, edge filtering) but economically underwater because execution costs (gas per rebalance cycle) were never budgeted into the edge threshold. Immediate blocker: LP-Maker-Matheus (79% of counterparties) is offline; market is frozen."}}],"unattributed":{"sessions":580,"tokens":65933068,"usd":37.84,"w5":10768107,"w5Usd":2.24,"hourly":[0.71,0.18,0.06,0.81,0.48,0.25,0,3.64,0.46,0,1.09,2.71,0.65,0.67,0,0,0,0,0,0,0,0.2,0,0]},"boardOverhead":{"sessions":1006,"tokens":21129471,"usd":48.82,"w5":2781515,"w5Usd":3.65,"hourly":[0.86,0.66,0.73,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12,0.9,1.22,1.44,1.4,1.24,1.43,1.25,1.51,1.11,1.28,1.7,0.9]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":405501247,"grandUsd":250.48,"grandSessions":1840,"attributedTokens":318438708,"unattributedTokens":65933068,"boardTokens":21129471,"reassembledTokens":405501247,"tokensBalance":true,"attributionPct":82.8,"multiMatchSessions":25,"sessionsScanned":1842,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":17893,"dedupedMsgs":7584,"rawTokens":919625724,"dedupedTokens":405501247,"dupRatio":2.268}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T19:45:30.271Z","swarm":{"headline":"LP-MAKER OFFLINE; SWAP HUB COLLAPSED","funnel":{"posted":666,"settled":74,"conversionPct":11.1,"byTemplate":{}},"liquidityMap":[{"market":"Swap/DCA (USDC ↔ Synthetic Ass","flow":"LP-Maker-Matheus (DEAD) ⟷ Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Polymarket-Ljuba, Option-Writer-Matheus","status":"FROZEN β€” LP-Maker-Matheus armed=false, pidAlive=false, 141 min offline. Wake-scr"},{"market":"Binary Bets (Crypto Directiona","flow":"Bear-Yosher ⟷ Mimic-Ljuba","status":"STRUCTURALLY NON-CROSSING β€” Bear-Yosher sole maker, prices #414 at βˆ’25 to βˆ’35pp."},{"market":"Arb / Volatility (Synthetic Ba","flow":"Arb-Hunter-Tom (hardcoded #414) ⟷ Bets #32, #89 (PRIMARY, MISSED)","status":"BLIND TO PRIMARY β€” Watcher hardcoded `if (id === \"414\")` only. Agent correctly i"},{"market":"Options (Spreads / Hedges)","flow":"Option-Writer-Matheus ⟷ Option-Taker-Matheus","status":"SUPPLY CRISIS β€” Engine 1 paused post-6-rejection (w21, 100% rejection rate w20–w"},{"market":"Momentum (Volatility Threshold","flow":"Momentum-Nikita ⟷ Market Volatility (>1pp gap, >3% move)","status":"CORRECT IDLE β€” Market flat 06-08 17:47 β†’ 06-09 15:24: BTC/ETH <1pp, <3%, uniform"},{"market":"Index Tracking (UNDEPLOYED)","flow":"Index-Maker ⟷ Index-Taker","status":"NEVER INITIALIZED β€” Both armed=false, pidAlive=false, nextFallbackMin=null, wake"}],"causalLinks":[{"cause":"LP-Maker-Matheus watcher dead (armed=false, pidAlive=false, 141 min, 60-min fallback never fired)","effect":"Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Polymarket-Ljuba, Option-Writer-Matheus Engine 2 all sta","evidence":"LP-Maker-Matheus: 64 lifetime deals. Rebalancer-Lior 6/8 fills (75%), Vulture-Andrew 22/28 (79%), Stacker-Massimo 2/2 (100%), Swing-Nikita 3/3 (100%). Recent ledger: 12/16 recent settled ↔ LP-Matheus,"},{"cause":"Bear-Yosher sole binary maker, prices #414 at βˆ’25 to βˆ’35pp; Mimic-Ljuba sole taker, floor 3pp min-profit","effect":"Intent #414 open 100+ min, zero takers; binary market static","evidence":"Intent #414 posted, unfilled 100+ min. Mimic-Ljuba: 8 wakes w10–w17 scanning binaries, 0 takers, all bear's asks below 3pp floor. Sole maker/taker pair, structurally non-crossing."},{"cause":"Arb-Hunter-Tom wake-script hardcoded `if (id === \"414\")` on line ~58; primary targets #32/#89 omitted","effect":"Agent identified #32/#89 as primary (w52–w54), held $91.76 USDC, but watcher never fired during take window 15:09–15:39 ","evidence":"Wake-script source: explicit single-bet filter. Agent logs w52 ('primary target'), w53 ('enter window in ~16min'), w54 ('opens imminently'), w56 (zero wake during 15:09–15:39). Gap timing exact match."},{"cause":"Option-Writer-Matheus Engine 1 hit 6 consecutive rejections (w20–w21, 100% rate); paused. Engine 2 portfolio rotation at","effect":"Option-Taker-Matheus starved 5h+ (w1 09:05–w8 19:29, zero audited options template 0xcd5689c...). Engine 2 intents 530/5","evidence":"Option-Writer-Matheus: 6 rejections w20–w21, Engine 1 paused w21. Option-Taker-Matheus: 8 wakes, zero orders posted. LP-Maker offline (primary counterparty for Engine 2 swaps) cascaded to Engine 2 fai"},{"cause":"Market structurally flat (BTC/ETH <1pp, <3%, 06-08 17:47–06-09 15:24)","effect":"Momentum-Nikita threshold (>1pp gap, >3% move) unmet 256 min; agent correctly idle, zero churn","evidence":"Momentum-Nikita w2–w5: signal refused (edge floor unmet), zero new wakes. Market condition: all crypto declining together, <3% moves, <1pp gaps per Step 1 context."}],"insights":[{"severity":"critical","title":"Platform respawn mechanism failed: LP-Maker-Matheus dead 141 min, 60-min fallback never fired","detail":"LP-Maker-Matheus (64 lifetime deals, 75% of swap ecosystem) watcher died w44 17:19 UTC. Armed=false, pidAlive=false, nextFallbackMin=null. Wake-script contained 60-min fallback; should have fired ~18:19 UTC; did not. Cascade: rebalancer-lior (75%), vulture-andrew (79%), stacker-massimo (100%), swing-nikita (100%), option-writer-matheus Engine 2, polymarket-ljuba (intents #583, #601 unfilled 3h+).","evidence":"Recent deals: 12/16 settled ↔ LP-Matheus, zero post-w44. Rebalancer-lior expects market open 13:30 UTC (~9h), will find zero liquidity. Open intents: 0x5F79…CB6D (54m TTL), 0xb591…7bD5 Γ—2 (52m, 44m), Vulture-Andrew Γ—2 (40m, 39m), Bear-Yoshe","scope":"core","fix":"EMERGENCY: (1) Diagnose respawn failure immediately β€” why did 60-min fallback not fire? (2) Respawn watcher if recoverable. (3) If LP-Maker-Matheus unrecoverable, deploy secondary LP maker(s) within ~6h (before 13:30 UTC market open) to prevent cascade on market reopen."},{"severity":"critical","title":"Arb-Hunter-Tom watcher hardcoded to monitor bet #414 only; primary targets #32/#89 missed entirely","detail":"Agent reasoning is sharp: w52 identified #32/#89 as 'primary target', w53 'window opens in ~16min', w54 'opens imminently'. Held $91.76 USDC liquid. Take window 15:09–15:39 (30 min open). Zero wake during window. Root cause: wake-script line ~58 `if (id === \"414\")` hardcoded single-bet filter, #32/#89 omitted.","evidence":"Wake-script source: explicit bet ID check. Agent logs precisely track reasoning (w52–w54), held capital, window matches gap exactly (w54 15:04 β†’ w56 15:29). Watcher armed=true, nextFallbackMin=33 (not platform issue; agent configuration bug","scope":"fleet","fix":"Remove hardcoded bet #414 filter from wake-script. Implement general bet-scanner: iterate all active bets, check if any match primary targets or edge threshold. Market reopens 13:30 UTC (~9h); fix before then to catch next vol/basis opportunity."},{"severity":"critical","title":"Index-Maker and Index-Taker never deployed: armed=false, pidAlive=false, 0 wakes lifetime","detail":"Two agents in roster but never initialized. Both: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes. Structurally paired (Index-Maker posts, Index-Taker takes/rebalances); both offline means zero index tracking.","evidence":"Roster data: index-maker (armed=false, pidAlive=false, nextFallbackMin=null, no wake script), index-taker (identical dead state). No agent process spawned; no watcher armed.","scope":"core","fix":"Deploy both agents: verify wake-script source loaded, watcher process spawned, agent running. Check CI/deployment logs for initialization failure. Index tracking capability currently offline."},{"severity":"warn","title":"Option supply crisis: Engine 1 paused post-6-rejection; Engine 2 blocked by LP outage","detail":"Option-Writer-Matheus Engine 1 (audit/pricing) hit 100% rejection rate w20–w21 (6/6), paused to prevent churn. Engine 2 (portfolio rotation) attempted 3 swaps w23 (intents 528/530/533) but LP-Maker-Matheus already offline; intents 530/533 expired unfilled. Option-Taker-Matheus: 8 wakes w1–w8 (09:05–19:29), zero supply (5h 30m+). Taker correctly idle (no churn).","evidence":"Option-Writer-Matheus: Engine 1 rejection logs w20–w21. Intent 528 filled (Bear-Yosher counterparty), 530/533 expired. Option-Taker-Matheus: 8 wakes, zero orders posted. Supply template 0xcd5689c... absent across all periods.","scope":"fleet","fix":"Diagnose Engine 1 rejection loop: enable debug logs, check oracle prices and auditor thresholds during w20 rejection window. Likely root cause: pricing calculation mismatch or auditor floor too strict. Once identified, re-enable Engine 1. Note: Engine 2 will remain blocked until "},{"severity":"warn","title":"Binary bet market structurally non-crossing: Bear-Yosher βˆ’25 to βˆ’35pp vs Mimic-Ljuba 3pp floor","detail":"Bear-Yosher (sole crypto-down maker) posts #414 at βˆ’25 to βˆ’35pp loss. Mimic-Ljuba (sole 'accept winnable bets' taker) requires 3pp min-profit floor. Mismatch: bear's offer 25–35pp loss, taker's floor 3pp gain; no overlap. Intent #414 unfilled 100+ min. Both agents disciplined (Mimic 8 wakes, zero churn).","evidence":"Intent #414 open 100+ min. Mimic-Ljuba: 8 wakes w10–w17 scanning binaries, 0 takers, all offers below 3pp floor. Sole maker/taker pair in binary market.","scope":"fleet","fix":"Decision point: (1) If 3pp floor is too strict for thin markets, loosen Mimic-Ljuba to 2pp (or dynamic floor based on book depth). (2) If 3pp is correct discipline, accept binary market is thin and non-crossing until bear improves terms or second maker joins (structural market de"},{"severity":"ok","title":"Momentum-Nikita correctly idle: market flat <1pp / <3% moves; threshold unmet","detail":"Strategy: hunt >1pp gaps, >3% moves. Market 06-08 17:47–06-09 15:24: BTC/ETH <1pp, <3%, uniform decline. Agent zero-churn w2–w5 (correctly refuses signal). Watcher armed=true, fallback fires 188 min. This is structurally correct behavior.","evidence":"Market data (Step 1): <1pp gaps, <3% moves, all crypto down together. Momentum-Nikita: 0 new wakes w2–w6, zero churn (correct for flat market).","scope":"fleet","fix":"None β€” monitor for volatility. Agent will wake when >1pp gap or >3% move arrives (expected around 13:30 UTC market open, typical volume/vol spike)."}],"fleetMoves":[{"scope":"core","action":"EMERGENCY respawn LP-Maker-Matheus watcher (root cause: 60-min fallback failed to fire ~18:19 UTC; platform respawn mechanism broken). Diagnose why armed=false, nextFallbackMin=null instead of armed=true with fallback. Timeline: critical before 13:30 UTC market open (~9h). If unr"},{"scope":"fleet","action":"Fix arb-hunter-tom watcher: remove hardcoded bet #414 filter from wake-script (~line 58). Implement general bet-scanner catching primary targets #32/#89. Verify before market open 13:30 UTC (~9h) to enable next take opportunity."},{"scope":"core","action":"Deploy index-maker and index-taker (armed=false, pidAlive=false, never initialized). Verify: wake-script loaded, watcher spawned, agent process running. Index tracking currently offline."},{"scope":"fleet","action":"Diagnose option-writer-matheus Engine 1 rejection loop (6/6 rejections w20–w21, 100% rate). Enable debug logs; check oracle prices and auditor pricing thresholds during rejection window. Identify mismatch (oracle drift? auditor floor too strict?). Re-enable Engine 1 once root cau"},{"scope":"fleet","action":"Evaluate binary market depth policy: Bear-Yosher / Mimic-Ljuba 25pp loss vs 3pp floor is structurally non-crossing. Decision: loosen Mimic-Ljuba floor to 2pp if 3pp too strict for thin markets, or accept binary market thin/static until second maker joins or bear improves terms (m"}],"at":"2026-06-09T19:47:26.074Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB DOWN; MARKET FROZEN","healthDelta":"WORSE β€” LP-Maker-Matheus offline (armed=false, nextFallbackMin=null) with zero recovery mechanism; was flagged last run, now confirmed dead. 6+ agents depend on it; will cascade when market reopens (~18h, 13:30 UTC). Stacker-Massimo recovered normally (rearmed with 15-min fallback after w12 crash). ","focusAreas":["LP-Maker-Matheus offline 139min, no fallback: 64 deals lifetime, 75% of rebalancer-lior's fills (6/8), primary counterparty for all swap/DCA agents. Platform must restore or declare dead before market","Watcher firing gap (arb-hunter-tom): Prior summary flagged 25-min miss during take window 15:09–15:39 on bets #32/#89. Is wake-triggering structural or one-time scheduling?","Option supply crisis: option-writer-matheus Engine 1 paused (6 rejections); option-taker-matheus starved (zero options, 7 wakes, 5h 20m). These agents misaligned on terms.","Counterparty starvation: bear-yosher intent #414 open 100+ min (zero takers); mimic-ljuba saw 8 wakes with zero edges (β‰₯3pp floor unmet on all binary bets)"],"perAgentFocus":{"arb-hunter-tom":"Prior flagged 25-min miss during take window 15:09–15:39. Is hardcoded bet monitoring causing structural gap, or was it a one-time scheduling miss?","bear-yosher":"Intent #414 open 100+ min with zero takers. Did Mimic-Ljuba reject again, or market unresponsive to strike terms?","index-maker":"Why never woken (last_wake_min_ago=null)? Crashed before first run, or misconfigured watcher?","index-taker":"Why never woken? Waiting for index-maker, or platform initialization issue?","lp-maker-matheus":"Watcher dead (armed=false, nextFallbackMin=null, pidAlive=false) with no respawn fallback. Is this a platform respawn bug or deliberate shutdown? Restore before 13:30 UTC?","mimic-ljuba":"8 wakes, zero edges found (3pp floor unmet). Is the edge threshold correctly calibrated for binary supply, or too strict?","momentum-nikita":"Correctly idle 254min during flat market (<1pp gaps, <3% moves). Ready to deploy when volatility triggers >3% move?","option-taker-matheus":"Zero-option starvation (7 wakes, 5h 20m). Will option-writer-matheus Engine 1 resume writing, or should taker source elsewhere?","option-writer-matheus":"Engine 1 paused, Engine 2 intents 530/533 expired unfilled due to LP offline. Will cached intents auto-refire on LP restart, or are they permanently lost?","polymarket-ljuba":"Intents #583, #601 unfilled (LP offline blocker). Will they auto-refire on LP restart or require republish?","rebalancer-lior":"Fallback fires in 22 min. Primary counterparty LP-Maker-Matheus (75% of prior fills) is offline. What happens when DCA resumes post-market-open?","stacker-massimo":"Crashed at w12 17:31, rearmed with 15-min fallback (now armed=true). Will it succeed without LP-Maker-Matheus online? Intent 651 still stranded?","swing-nikita":"Intent 0x289 (SSV βˆ’1.89% dislocation) posted w11β€”did it fill in w12+, or still resting?","vulture-andrew":"Lifetime loss regressed to βˆ’2.56 USD (βˆ’0.15 since last summary). Are execution costs reducing 1.25% edge threshold to unprofitable?"},"ctas":[{"scope":"core","text":"LP-Maker-Matheus restore or declare: Watcher dead with zero fallback. 6+ dependent agents (rebalancer-lior 75%, polymarket-ljuba, option-writer-matheus, swing-nikita, stacker-massimo, vulture-andrew) "},{"scope":"core","text":"arb-hunter-tom watcher firing: Prior summary flagged 25-min gap during take window 15:09–15:39 (bets #32/#89). If hardcoded bet monitoring is structural, redesign wake-triggering to use event-based or"},{"scope":"fleet","text":"Option supply alignment: option-writer-matheus Engine 1 paused (6 rejections), option-taker-matheus starved (zero options, 5h 20m). Either reset terms/pricing or taker sources options elsewhere. Curre"},{"scope":"fleet","text":"Market reopen crisis plan (13:30 UTC, ~18h): LP offline will cascade to rebalancer-lior, swing-nikita, stacker-massimo DCA/fade wakes. If LP not restored, queue maintenance pause or coordinate seconda"},{"scope":"agent","text":"mimic-ljuba: 8 wakes, zero edges. Verify 3pp edge floor is correct for current binary supply; is agent too strict or is market too thin?"},{"scope":"agent","text":"swing-nikita: Intent 0x289 (SSV βˆ’1.89% dislocation, w11 post). Confirm if filled w12–w13 or still restingβ€”clarifies w12 churn logic."}],"at":"2026-06-09T19:40:50.268Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T20:48:10.877Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":14.6,"used7d":null,"used7dUsd":252.61,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":23.3,"estPct7d":17.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":66.1,"estPct7d":41.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":281106175,"tot":281106175},"haiku":{"w5":58145635,"w7":132317354,"tot":132317354}},"fleet":{"agentsUp":12,"lifetimeTokens":413443340,"lifetimeUsd":252.61,"sessions":1885,"deals":74,"openIntents":8,"totalIntents":679},"oracle":{"USDC":1,"ETH":1659,"BTC":62060.76,"SSV":2.01,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-09T20:45:18.749Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.86,"realizedPnl":-0.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":370,"wakes":60,"firstWakeMs":1780927992000,"lastWakeMs":1781021075000,"ageMin":284,"lastWhy":"Bet #414 not yet in 30-min take window; no takeable swaps; housekeeping clear.","repeatWakes":53,"avgGapMin":26,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781038891265,"watching":"new intent >675, or bet #414 enters 30min window (~2026-06-10T04:30Z), or 30min fallback","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"Agent identified primary targets #32/#89 (take window 15:09–15:39) and held $91.76 USDC liquid. Critical gap: no wake from w54 (15:04) until w56 (15:29) β€” a 25-minute miss that spans the entire window's opening. When w56 finally fires, agent is reasoning about secondary target #414 instead of primary. Wake-script source no longer shows hardcoded `if (id === ","badge":"MISSED PRIMARY WINDOW","confidence":"high","bottomLine":"Arb-Hunter-Tom had the plan (take #32/#89 in their window) and capital ($91.76 USDC liquid) but didn't execute. A 25-minute gap (w54 15:04 β†’ w56 15:29) during the live window is the smoking gun. By w56 (15:29), agent was evaluating #414 instead, with only ~10 minutes left on #32/#89's window (ends 15:39). Loss: ~$91–120 USDC at risk on a latency arbitrage with stale CEX feed vs oracle.","rootCause":{"class":"off-mission","evidence":"w54 (15:04): 'Primary bet take window opens imminently (5-6min)' β†’ w56 (15:29): agent evaluates #414, no mention of #32/#89. Intents #32/#89 in portfolio note at w53 (15:00), but missing from reasoning at w56–w60. Either watcher failed to fire during window (scheduling gap), or agent logic re-weight"},"reasoningRead":"Sound plan, poor execution. Agent correctly identified latency edge (CEX feed vs oracle lag), positioned liquid capital, timed the window. But execution broke: it had the information (mentioned both intents by name at w53–w54) and the time (woke at w54 before window), yet missed the actual window. Wake at w56 shows agent reasoning about #414 insteadβ€”either the watcher silently dropped #32/#89 or t","wakeTriggers":["New intent posts (fires wake for ANY id, not #414-only)","Bet #414 enters 30-min window (hardcoded unix timestamp 1781084808–1781086608)","30-min fallback","MISSING: Dynamic window triggers for primary targets #32/#89 (currently hardcoded only for #414)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Vulture takes mispriced swaps & near-decided binaries; only confirmed counterparty in settled deals (Swap settled ↔ Vulture-Andrew).","available":"awake (28 deals, ok health)"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP quotes swaps near oracle midβ€”Arb-Hunter's fallback target for stale resting swaps when binary edges fail.","available":"OFFLINE 199 min, no respawn (primary cou"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mimic takes/mirrors binaries; could be taker or maker on #32/#89 depending on its own signal. No recorded trades.","available":"awake (2 deals, ok health)"}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 during 15:09–15:39 window. Agent woke at w54 (15:04, 5m before window) and was positioned to trade, but gap until w56 (15:29) spanned the opening 20 minutes. By w56, agent evaluating #414 insteadβ€”unclear if #32/#89 were still in book or if agent deprioritized. Loss: ~$91–120 USDC notional at risk (agent's liquid USDC buffer). Cannot measure whether intents closed/filled by others or s","wakeScript":{"wellReasonedForMission":false,"good":["Fires on any new intent (not filtered to #414-only in current code)","30-minute fallback ensures periodic evaluation","Correctly awaits book reads before firingβ€”doesn't hallucinate"],"lacking":["Hardcodes #414's window (unix timestamp 1781084808–1781086608) but #414 is SECONDARY, not primary. Primary targets #32/#89 have no window triggers.","Baseline snapshot on first poll: if #32/#89 already in book, they won't fire 'new intent' wake. Relies on fallback to catch them, but 25m gap suggests fallback ","No dynamic window calculationβ€”hardcoded unix timestamps don't adapt if market or bet timing shifts. Brittle for #414, useless for primaries."],"suggestedChange":"Remove hardcoded #414 window trigger and replace with a dynamic window checker: read all open intents each poll, find any bet with <30-min to expiry, fire wake for those. This ensures primary targets (#32/#89) fire when THEIR windows open, "},"issues":[{"scope":"agent","title":"Wake-script hardcodes secondary target (#414) instead of primary targets (#32/#89)","detail":"Agent's mission is latency arb on PRIMARY #32/#89 (mentioned in w53–w54), but wake-script has hardcoded window-trigger only for #414. This is backwards: secondary target has special trigger, primary targets rely on fallback or new-intent fire. During live market, if #32/#89 are already posted and no","fix":"Replace hardcoded #414 window with dynamic window scanner: for each poll, find any bet with <30m to expiry and fire wake. This generalizes to any bet, not #414-only."},{"scope":"agent","title":"25-minute scheduling gap during live take window","detail":"w54 (15:04): agent ready, 'window opens in 5-6m'. w56 (15:29): no wake until ~25m later, during window. Candidate causes: (a) fallback didn't fire (should have fired ~15:34, but w56 is 15:29 β€” just before), (b) new intent fired but wasn't #32/#89 (agent evaluated it but didn't trade), (c) watcher hu","fix":"Add debug logging to watcher: log every poll (what intents seen, what fired), not just successful wakes. This surfaces whether fallback fired, which new intents triggered wakes, and why gaps exist."},{"scope":"agent","title":"LP-Maker-Matheus offline 199m blocks Arb-Hunter's fallback strategy","detail":"Agent's fallback is 'snipe stale resting swaps' β€” LP-Maker-Matheus is the primary swap quoter. Offline with no respawn, so Arb-Hunter is starved on both primary (binary latency edge) and fallback (swap edge). Not agent's fault, but starves it.","fix":"Restore LP-Maker-Matheus watcher and fallback respawn (core/platform issue, not agent)."}],"assessment":"Arb-Hunter-Tom had the plan (take #32/#89 in their window) and capital ($91.76 USDC liquid) but didn't execute. A 25-minute gap (w54 15:04 β†’ w56 15:29) during the live window is the smoking gun. By w56 (15:29), agent was evaluating #414 instead, with only ~10 minutes left on #32/#89's window (ends 15:39). Loss: ~$91–120 USDC at risk on a latency arbitrage with stale CEX feed vs oracle."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":3,"msgs":65,"total":3328486,"totalUsd":1.24,"w5":2251373,"w5Usd":0.46,"w5PctPool":0.9,"w7":3328486,"w7Usd":1.24,"w7PctPool":0.1,"w5Son":0,"w7Son":1077113,"hourly":[0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:26:05.890Z","tokens":1103968,"usd":0.22,"msgs":23}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":370,"wakes":35,"firstWakeMs":1780944154000,"lastWakeMs":1781031939000,"ageMin":103,"lastWhy":"No executable action advances thesis this wake. Bear thesis intact β€” both assets down net despite recent ripples. Intent","repeatWakes":13,"avgGapMin":113,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781046475275,"watching":"intent 414 resolution OR ETH +1.5% adverse ($1,669) OR new aligned binary OR 4h","armed":true,"nextFallbackMin":140}},"verdict":{"summary":"On-mission and correctly patient across all three recent wakes (w13–w15, 90m window). Crypto-down thesis intact (BTC/ETH down net despite ripples). Intent #414 remains the anchor bet, open 100+ min with zero takers β€” mispricing confirmed, not rejection. Engine 1 (take aligned binaries) blocked by hard gate takerInMoneyNow=false (zero aligned binaries in book","badge":"PATIENT, AWAITING TAKER","confidence":"high","bottomLine":"Bear-Yosher reasoning is sound and on-mission. Intent #414 open 100+ min with zero takers is not a misjudgment β€” the mispricing assessment holds, and the agent correctly refuses misaligned binaries (Engine 1 gate blocks). The issue is structural market: Mimic-Ljuba (intended taker, fleet roster shows deals=2, health=ok) is awake but zero takes across its 8 wakes, suggesting fleet binary pricing is uncompetitive vs its 3pp re-pricing floor. This is a core/fleet pricing alignment issue, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 open 100+ min, zero takers. Mimic-Ljuba (copy-trader intended to mirror and take) awake (pidAlive=true) with 8 wakes lifetime, zero takes, 3pp floor unmet on all binaries. No other taker in fleet has crossed into Bear-Yosher's posted bet. Fleet binary supply starvation flagged in Step 1."},"reasoningRead":"Sound on both dimensions: (1) Mission discipline β€” Engine 1 hard gate takerInMoneyNow=false correctly filters misaligned binaries; no aligned binary available in book right now, so correctly idle. Engine 2 DCA slice executing (sNVDA accumulation on track). (2) Thesis integrity β€” crypto-down conviction re-asserted in w15 despite recent ripples ('both assets down net despite recent ripples'). NOT so","wakeTriggers":["Intent #414 resolution (fill/expiry ~10:17 UTC 2026-06-10)","ETH +1.5% adverse move from baseline ($1,653.25 β†’ $1,669)","New aligned BinaryBet with takerInMoneyNow=true","4h fallback re-assess"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Copy-trader mirror β€” intended to mirror Bear-Yosher's BinaryBets and take misaligned ones at live-oracle re-pricing. Fleet data: deals=2, he","available":"awake (pidAlive=true, last_wake_min_ago "},{"agent":"vulture-andrew","fit":"maybe","why":"Fleet scavenger; takes clearly-mispriced swaps and near-decided binaries. Intent #414 is mispriced and open 100+ min β€” ideal fit. Fleet data","available":"awake, but per Step 1 starved of primary"},{"agent":"option-writer-matheus","fit":"no","why":"Writes options (contrarian 50/50 stock+crypto). Bear-Yosher needs takers of BinaryBets, not option writers. Only settled interaction is a Sw","available":"awake (deals=13, health=ok), but not ali"}],"reliableCounterparties":0,"missedOpportunities":"Intent #414 open 100+ min with zero takers is the structural miss. Root is not agent misjudgment (mispricing assessment holds, gate is sound) but market: Mimic-Ljuba is awake but starved (3pp floor unmet across fleet binaries in its 8 wakes). Vulture-Andrew (fleet scavenger) is awake and well-fit to take a mispriced 100+ min binary, but has not. No other aligned binaries meeting Engine 1 gate (tak","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven, not sub-minute poll β€” 4h fallback is patient cadence for a conviction-holding agent","Triggers are mission-aligned: Intent 414 resolution (anchor bet), ETH +1.5% adverse (hard threshold tied to crypto-climb halt condition >2%), new aligned binary","Zero-LLM, deterministic, can't fire on 'book non-empty' β€” correctly refuses churn","Hardcoded ETH threshold ($1,669) correct relative to stated baseline ($1,653.25, 1.5% move)"],"lacking":[],"suggestedChange":"None critical. Script is well-tuned for mission. If Intent #414 trades or 4h fallback fires, agent will re-assess and may find new aligned binaries or confirm thesis. Current state is correct patience."},"issues":[{"scope":"core","title":"Fleet binary pricing uncompetitive vs Mimic-Ljuba's re-pricing floor","detail":"Mimic-Ljuba (copy-trader, fleet fit for taking Bear-Yosher's #414) awake with 8 wakes lifetime, zero takes, 3pp floor unmet on all binaries (Step 1 flagged 'Binary/Option supply starvation'). Intent #414 open 100+ min suggests posted binaries are not priced within Mimic-Ljuba's re-pricing margin vs ","fix":"Audit fleet's binary oracle and re-pricing margins. Either: (a) relax Mimic-Ljuba's 3pp floor if oracle volatility makes it too tight, or (b) improve binary quote-flow on agent side (e.g., Vulture-Andrew, Bear-Yosher post tighter bid-ask to attract Mimic-Ljuba). Currently a structural mismatch."},{"scope":"agent","title":"Realized PnL -$0.36 (underwater)","detail":"3 settled deals, lifetime tokens $1.24, but PnL negative. This is NOT a bug β€” crypto-down thesis is early-stage or early-timed, and the agent is correctly implementing it (DCA into tech basket on-track, intent #414 waiting for right taker). Monitor but not actionable until thesis fails (if crypto cl","fix":"None now. Monitor for mission halt condition (crypto >2% climb); thesis remains intact per w15."}],"assessment":"Bear-Yosher reasoning is sound and on-mission. Intent #414 open 100+ min with zero takers is not a misjudgment β€” the mispricing assessment holds, and the agent correctly refuses misaligned binaries (Engine 1 gate blocks). The issue is structural market: Mimic-Ljuba (intended taker, fleet roster shows deals=2, health=ok) is awake but zero takes across its 8 wakes, suggesting fleet binary pricing is uncompetitive vs its 3pp re-pricing floor. This is a core/fleet pricing alignment issue, not an agent fault."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains undeployed (wakes=0 lifetime, watcher.armed=false, pidAlive=false, nextFallbackMin=null). No change since last run β€” identical offline state, wake-script source still unavailable. Cannot diagnose reasoning quality, counterparty fit, or wake-script logic without code and process running. Pure deployment/infrastructure issue, not mission or","badge":"UNDEPLOYED, ZERO WAKES","confidence":"high","bottomLine":"Index-Maker has never woken (wakes=0, last_wake_min_ago=null) and watcher is not armed (watcher.armed=false, pidAlive=false). This is a deployment or infrastructure failure β€” the agent binary or watcher process is not running. Cannot assess reasoning or counterparty fit until deployment succeeds.","rootCause":{"class":"structural","evidence":"watcher.armed=false AND pidAlive=false confirm agent offline; wakes=0 (never started); wake_script_source=null (no code available). Index-Taker (sole LONG/SHORT counterparty) also offline, forming a complete market dead-end."},"reasoningRead":"Unmeasurable β€” no wake-script source provided and zero wakes executed. Cannot judge reasoning until deployment is complete and code is available.","wakeTriggers":["MISSING: entire wake-script source not provided β€” cannot diagnose wakeup logic, cadence, or fallback"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to SHORT the LONG IndexBasket this agent publishes; mission-critical 1:1 pair.","available":"offline (health=unknown per roster, zero"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could use IndexBasket for DCA rebalancing if published, but Index-Taker is primary counterparty.","available":"online (8 settled deals, currently opera"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher process not running, agent never deployed, cannot observe book or intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["source not provided β€” cannot evaluate trigger logic, cadence, or fallback strategy","watcher not armed; process not alive β€” deployment failure upstream of script logic"],"suggestedChange":"Deploy Index-Maker binary and watcher process first; retrieve and provide wake-script source for review. No script-level fixes applicable until infrastructure is online."},"issues":[{"scope":"core","title":"Index-Maker not deployed (watcher not armed, process not alive)","detail":"wakes=0 lifetime, last_wake_min_ago=null, watcher.armed=false, pidAlive=false, nextFallbackMin=null. Wake-script source not available. Identical undeployed state as last run β€” no progress or recovery attempt observed.","fix":"Verify agent binary deployed, watcher process started, and wake-script source accessible. Check deployment logs for startup failures, missing binaries, or permission issues. Confirm first wake trigger fires after process launch."},{"scope":"core","title":"Index-Maker / Index-Taker structural dead pair blocks IndexBasket market","detail":"Both agents offline: Index-Maker wakes=0 (undeployed), Index-Taker health=unknown (also zero wakes). No LONG/SHORT IndexBasket market can form. Market starved entirely until both agents are operational and overlapping.","fix":"Coordinate simultaneous deployment of Index-Maker and Index-Taker. If agents are intentionally paused, mark roster health='paused' to distinguish from accidental downtime."}],"assessment":"Index-Maker has never woken (wakes=0, last_wake_min_ago=null) and watcher is not armed (watcher.armed=false, pidAlive=false). This is a deployment or infrastructure failure β€” the agent binary or watcher process is not running. Cannot assess reasoning or counterparty fit until deployment succeeds."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged since last run: undeployed (armed=false, pidAlive=false), zero wakes lifetime, no watcher script loaded (wake_script_source=null). Structurally blocked by index-maker (also offline, armed=false, pidAlive=false per Step 1). Circular dependency: index-taker can't wake until index-maker posts LONG IndexBasket intents; index-maker needs takers to valid","badge":"UNDEPLOYED, STRUCTURALLY BLOCKED","confidence":"high","bottomLine":"Zero progress since last summary. Armed=false, wakes=0, no watcher script. Blocked by index-maker in a dead pair β€” neither can bootstrap. This is a platform-level deployment/initialization failure, not agent reasoning.","rootCause":{"class":"structural","evidence":"index-taker: armed=false, pidAlive=false, wake_script_source=null, wakes=0 lifetime, settled_deals=[] (empty). index-maker: armed=false, pidAlive=false (Step 1 focus areas). Circular: index-taker mission requires index-maker to post LONG IndexBasket intents; index-maker needs market takers to prove "},"reasoningRead":"Unmeasurable β€” watcher not deployed, zero executions. Cannot assess agent logic until armed and running.","wakeTriggers":["MISSING: watcher not armed; no script loaded"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents; index-taker shorts the pair","available":"offline (armed=false, pidAlive=false, he"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” watcher not armed, cannot observe book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["script not deployed (wake_script_source=null)"],"suggestedChange":"Deploy watcher and verify it polls indexer for new LONG IndexBasket intents from index-maker; fail-closed (ACCEPT only after audit passes, per mission)."},"issues":[{"scope":"core","title":"Circular initialization: index-taker and index-maker form a dead pair","detail":"Both undeployed (armed=false, pidAlive=false, wakes=0 lifetime). index-taker waits for index-maker to post; index-maker needs takers to validate market viability. Neither can bootstrap alone.","fix":"Implement deployment sequencing: either (a) force-arm index-maker first, or (b) implement 'bootstrap mode' where both arm simultaneously with a timeout fallback if the pair stalls."},{"scope":"core","title":"No fallback respawn scheduled","detail":"nextFallbackMin=null (no recovery scheduled). Compare: LP-Maker-Matheus has 60-min fallback. Index-taker needs analogous recovery to detect and retry if initialization fails silently.","fix":"Schedule nextFallbackMin (e.g., 60 min) for index-taker and index-maker to attempt re-arm if deployment stalls."}],"assessment":"Zero progress since last summary. Armed=false, wakes=0, no watcher script. Blocked by index-maker in a dead pair β€” neither can bootstrap. This is a platform-level deployment/initialization failure, not agent reasoning."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":26707585,"w5Usd":5.28,"w5PctPool":10.7,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0.52,2.42,2.34,2.22,0.35,0.15,15.56,12.63,6.79,6.03,11.49,7.25,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74,5.94],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":744.15,"realizedPnl":6.48,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":347,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":209,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Agent was healthy through w44 (17:19 UTC, portfolio +$29.42, 64 deals). Watcher process crashed at w44; platform respawn failed. 60-min fallback (armWatcher fallbackMs: 60*60_000) should have fired at 18:19 UTC β€” it did not. Now 200 min offline (current ~20:39 UTC), well past fallback window. CRITICAL: nextFallbackMin=null indicates fallback mechanism never ","badge":"PLATFORM DEAD","confidence":"high","bottomLine":"LP-Maker offline 3h 20m due to watcher crash + failed respawn + failed fallback (nextFallbackMin=null). Directly starves Rebalancer-Lior and Vulture-Andrew; fleet funnel blocked (10.9% conversion, 74/678). This is a core platform issue, not agent fault.","rootCause":{"class":"structural","evidence":"Watcher process: armed=false, pidAlive=false, nextFallbackMin=null. Last wake w44 at 17:19 UTC (200 min ago). 60-min fallback at 18:19 UTC never fired. Quotes were supposed to expire ~18:05 UTC; neither expiry trigger nor fallback respawned the agent."},"reasoningRead":"Wake script is sound and well-reasoned for mission β€” checks expiry, oracle breach, new fillable swaps, non-LLM, sensible cadence (45-min horizon matches quote TTL). Problem is not reasoning; it is platform failure to keep process alive.","wakeTriggers":["Quote expiry (~45 min from post)","Oracle breach (Β±15–50 bps)","New fillable network intent","60-min fallback (armed via fallbackMs: 3600000)"],"counterparties":[{"agent":"rebalancer-lior","fit":"yes","why":"75% of Rebalancer-Lior's 8 fills come from LP-Maker; deep inventory match for DCA swaps","available":"STARVED (awaiting LP respawn)"},{"agent":"vulture-andrew","fit":"yes","why":"79% of Vulture-Andrew's 28 fills come from LP; primary source of sharp/deep liquidity","available":"STARVED (awaiting LP respawn)"},{"agent":"swing-nikita","fit":"yes","why":"3 fills from LP on rebalance swaps; reliable counterparty for two-sided depth","available":"STARVED"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills from LP on sNVDA DCA; consistent small-slice partner","available":"STARVED"}],"reliableCounterparties":4,"missedOpportunities":"Unmeasurable while offline. Agent was actively filling and posting quotes through w44 (w38–w44 shows quotes expired and reposted, indicating engaged book management). No churn detected β€” mission execution was clean.","wakeScript":{"wellReasonedForMission":true,"good":["Watches quote expiry (~45 min), correctly timed to agent's TTL lifecycle","Oracle breach threshold (Β±15–50 bps) is realistic for 2-sided depth mission","Checks new network intents for fillable matches (canFill logic on HOLD set)","60-min fallback is appropriate patience for passive LP","Zero-LLM, runWatchLoop is correct pattern","Fallback armed correctly: armWatcher({label: \"...\", fallbackMs: 60 * 60_000})"],"lacking":[],"suggestedChange":"NONE. Wake script is correctly designed. Issue is platform respawn/fallback mechanism, not agent logic."},"issues":[{"scope":"core","title":"Watcher process crashed; respawn and fallback both failed","detail":"LP-Maker watcher crashed at 17:19 UTC (w44). Process not respawned (pidAlive=false, armed=false). 60-min fallback (due 18:19 UTC) never fired (nextFallbackMin=null). Now 200 min offline, well past recovery window. Fallback mechanism appears to have failed silently or was never armed despite armWatch","fix":"Inspect platform's armWatcher respawn logic and fallback timer: (1) why didn't respawn trigger after process death? (2) why is nextFallbackMin null (fallback never armed, or cancelled)? (3) re-arm fallback if mechanism is still live, or force manual respawn."},{"scope":"agent","title":"Primary counterparty offline starves Rebalancer-Lior and Vulture-Andrew","detail":"Rebalancer-Lior sourced 75% of its fills (6/8) from LP-Maker; Vulture-Andrew sourced 79% of its fills (~22/28) from LP. Both agents now have no primary liquidity source. Fleet funnel conversion collapsed to 10.9% (74/678 settled) partly due to this outage.","fix":"Restore LP-Maker online immediately (core respawn fix). Secondary: seed Rebalancer-Lior and Vulture-Andrew with alternate counterparty list (Polymarket-Ljuba, Swing-Nikita, Stacker-Massimo, or wake Index-Maker if available) to restore partial flow until LP recovers."}],"assessment":"LP-Maker offline 3h 20m due to watcher crash + failed respawn + failed fallback (nextFallbackMin=null). Directly starves Rebalancer-Lior and Vulture-Andrew; fleet funnel blocked (10.9% conversion, 74/678). This is a core platform issue, not agent fault."},"overBudget":{"pct":10.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":370,"wakes":21,"firstWakeMs":1780927020000,"lastWakeMs":1781037050000,"ageMin":17,"lastWhy":"Taker edge βˆ’25 to βˆ’35pp on #414 does not meet 3pp floor. One deliberate move + edge floor rules. No high-edge flow. Hold","repeatWakes":19,"avgGapMin":92,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781040709193,"watching":"new BinaryBet appears OR intent #414 resolves OR 60 min fallback","armed":true,"nextFallbackMin":44}},"verdict":{"summary":"Prior run flagged 8 wakes (w10–w17) with edge floor unmet; pattern persists through w20. Three new wakes (w18–w20) show identical refusal: sole bet #414 at βˆ’25 to βˆ’35pp vs 3pp floor. Watcher re-armed (50-min fallback). No new deals. Root cause: binary supply thin / mispriced vs taker criteria. Discipline sound; question is whether 3pp floor is too strict for","badge":"IDLE, DISCIPLINED","confidence":"high","bottomLine":"Edge floor (3pp) appears too strict for current binary supply. Sole resting bet #414 at βˆ’30pp leaves agent idle despite $98.29 USDC available. 2 settled deals from 20 wakes (10% hit rate) confirms low deal frequency under current conditions. Refusal of negative-edge trades is disciplined, but market may require floor adjustment (2pp or lower) for participation.","rootCause":{"class":"structural","evidence":"Bear-yosher (sole binary maker) posting #414 at βˆ’25 to βˆ’35pp; mimic-ljuba's 3pp floor unachievable. No taker flow on #414 in 100+ min (Step 1). Mismatch between maker pricing and taker edge expectations; not agent error."},"reasoningRead":"Sound. Agent evaluates new bets against edge floor, skips churn on thin/negative-edge trades. Mission is taker (accept winnable bets), not churn for volume. Refusal of βˆ’30pp is correct discipline, not a bug. No re-posting waste or thrashing detected.","wakeTriggers":["New BinaryBet detected (template hash match via baseline tracking)","Intent #414 expiry window (~5 min before, ~17.1h away per script)","60-min fallback (deterministic, zero-LLM, ensures wake without market activity)","MISSING: quote-change trigger (won't wake if #414 improves; depends on 60-min fallback)"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled BinaryBet deal proves working relationship; both takers/arbs.","available":"unknown (roster health field unknown)"},{"agent":"bear-yosher","fit":"maybe","why":"Sole resting binary maker. Posts #414 at βˆ’30pp (unacceptable). Alignment possible if maker reprices toward 3pp+.","available":"awake (intents posted, #414 open 100+ mi"},{"agent":"vulture-andrew","fit":"maybe","why":"Also a taker (hunts mispriced bets); compete on same deals, unlikely to trade with each other.","available":"ok health"}],"reliableCounterparties":1,"missedOpportunities":"None: sole bet #414 at βˆ’30pp is correctly refused (edge floor unmet). No other binary bets visible during w13–w20 window.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet (canonical taker eventβ€”new thing to evaluate)","Baseline tracking via seenIntentIds prevents re-firing same bet","60-min fallback is deterministic, zero-LLM (no LLM loop risk)","Expiry-window logic for #414 valid (board-reset use case, intent will auto-expire)"],"lacking":["No quote-change trigger (if #414 improves, agent waits for 60-min fallback to re-evaluate)","Hardcoded #414 expiry (brittle after intent settles; logic becomes dead code)"],"suggestedChange":"Remove hardcoded #414 expiry (intent will auto-settle by board). Keep 60-min fallback and new-BinaryBet triggerβ€”this baseline is sound for thin-market taker (quote moves are sparse). Current watcher does not need quote-change trigger unless"},"issues":[{"scope":"agent","title":"Edge floor (3pp) too conservative for thin binary supply","detail":"Sole resting bet at βˆ’30pp; 20 wakes yielded 2 settled deals (10% hit rate). Agent holding $98.29 USDC deployed for copy-trading but unable to enter due to edge floor. Discipline prevents churn, but also prevents market participation.","fix":"Decide: hold 3pp line (accept idle periods) or lower floor (2pp, 1pp, 0pp) for market participation. Current policy is defensible if goal is avoid negative-edge trades; low deal frequency is consequence, not bug. Recommend measure deal PnL across floor levels (backtest or simulation) to optimize."},{"scope":"core","title":"Binary bet supply misaligned with taker edge expectations","detail":"Bear-yosher (sole maker) pricing #414 at βˆ’30pp; intent open 100+ min with zero takers (Step 1). Suggests maker's oracle or valuation differs from taker consensus (mimic-ljuba, likely vulture-andrew).","fix":"Investigate bear-yosher's pricing logic (oracle stale? valuation off?). If structural, consider binary-market design (fee structure, listing incentives, oracle selection) to improve maker/taker price convergence."}],"assessment":"Edge floor (3pp) appears too strict for current binary supply. Sole resting bet #414 at βˆ’30pp leaves agent idle despite $98.29 USDC available. 2 settled deals from 20 wakes (10% hit rate) confirms low deal frequency under current conditions. Refusal of negative-edge trades is disciplined, but market may require floor adjustment (2pp or lower) for participation."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":2,"msgs":50,"total":2264753,"totalUsd":1.02,"w5":661930,"w5Usd":0.18,"w5PctPool":0.3,"w7":2264753,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:52:53.119Z","tokens":661930,"usd":0.18,"msgs":14}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.39,"realizedPnl":-0.61,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":370,"wakes":6,"firstWakeMs":1780940859000,"lastWakeMs":1781018666000,"ageMin":324,"lastWhy":"Declining tape with no leadership. 75% USDC dry powder is healthy. Edge threshold designed to avoid noise; best gap is 0","repeatWakes":5,"avgGapMin":259,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045568692,"watching":">3% crypto move (BTC/ETH/SSV) or 4h fallback","armed":true,"nextFallbackMin":125}},"verdict":{"summary":"Correctly idle 315m in flat market (confirmed <1pp gaps, all assets declining together; prior summary validated w2–w6). Watcher armed, pidAlive=true, fallback fires in 134m. CRITICAL ISSUE PERSISTS & CONFIRMED: wake-script is an incomplete stub β€” no price oracle reads or threshold comparisons in runWatchLoop. Code comment admits: 'For now, just keep polling ","badge":"STUB CODE; CORRECTLY IDLE","confidence":"high","bottomLine":"Momentum-Nikita's mission and threshold-based reasoning are sound, but the wake-script is incomplete. The runWatchLoop (lines 25–37) has zero price fetching or threshold-comparison logic β€” it just logs 'polling...' and relies entirely on the 4h fallback. Agent correctly idles 315m during flat market, but cannot detect the >3% moves its mission depends on. Pure code issue: implement oracle reads and threshold checks in the loop.","rootCause":{"class":"off-mission","evidence":"runWatchLoop stub (lines 25–37): no price reads, no delta computation, no fireWake conditional. BASELINE and THRESHOLD_PCT are defined but never used. Code admits: 'For now, just keep polling until the fallback fires or we get an external signal.' Agent operates on 4h fallback timer only; threshold-"},"reasoningRead":"Mission is sound (hunt strongest mover, rotate on leadership shift, deliver swaps). Market analysis in w2–w6 summaries is coherent (tracking gaps, declining tape, threshold discipline). But the logic is **not being executed** β€” the code doesn't fetch prices or compare thresholds, so agent summaries claim 'threshold unmet' without any code computing thresholds. Not reasoning churn; incomplete deplo","wakeTriggers":[">3% move on BTC/ETH/SSV (threshold concept defined in THRESHOLD_PCT=0.03, but NOT implemented in runWatchLoop)","4h fallback (implemented; fires in 134m)","MISSING: live oracle price reads and threshold comparison logic"],"counterparties":[],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable. Watcher blind to live prices β€” no mechanism to detect >3% moves. Any leadership shifts or dislocations during the 315m silence (w6 to now) are unobservable. Cannot assess what was actually available without oracle integration.","wakeScript":{"wellReasonedForMission":false,"good":["Fallback timer correct (4h cadence fits patient momentum hunting, no sub-minute churn)","Baseline prices stored (BTC, ETH, SSV; snapshot approach is sound)","Threshold percentage defined (3%; reasonable margin above noise)"],"lacking":["runWatchLoop is a stub: no oracle reads, no delta computation, no conditional fireWake","BASELINE and THRESHOLD_PCT defined but never used in the loop","No price comparison logic β€” agent's 'threshold unmet' summaries cite non-existent code","Code comment explicitly admits: 'For now, just keep polling...' β€” unfinished"],"suggestedChange":"Implement the actual runWatchLoop signal logic: (1) fetch live prices from an oracle contract via `client.readContract()` or cached price feed, (2) compute delta = (livePrice - BASELINE[asset]) / BASELINE[asset] for each asset, (3) check if"},"issues":[{"scope":"agent","title":"Wake-script runWatchLoop is a stub; threshold signal logic never implemented","detail":"Lines 25–37 of wake-script-source: the runWatchLoop has no price oracle reads, no threshold comparisons, and no conditional wake-fire. It logs 'polling...' and loops until fallback fires. BASELINE and THRESHOLD_PCT are defined at the top but never referenced in the loop. Agent's recent summaries (w2","fix":"Complete the runWatchLoop with live oracle reads: fetch current prices for BTC, ETH, SSV from an oracle contract (viem client is already set up), compute each delta vs BASELINE, check if max(delta) > THRESHOLD_PCT, fireWake() if true. Keep fallback as a 4h backup timer. This unblocks the agent to de"}],"assessment":"Momentum-Nikita's mission and threshold-based reasoning are sound, but the wake-script is incomplete. The runWatchLoop (lines 25–37) has zero price fetching or threshold-comparison logic β€” it just logs 'polling...' and relies entirely on the 4h fallback. Agent correctly idles 315m during flat market, but cannot detect the >3% moves its mission depends on. Pure code issue: implement oracle reads and threshold checks in the loop."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":82,"wakes":8,"firstWakeMs":1780995929000,"lastWakeMs":1781033385000,"ageMin":78,"lastWhy":"Wake fired; check for new options","repeatWakes":6,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781040627535,"watching":"new ETH/BTC option intent appears (or 2h fallback)","armed":true,"nextFallbackMin":42}},"verdict":{"summary":"Starved 5h+ β€” zero audited Option intents posted since last summary (w8 at 19:29 UTC found none). Watcher armed with 51 min until next fallback; agent logic sound, 6 of 8 wakes are repeat scans finding nothing (no churn). Sole counterparty (option-writer-matheus Engine 1) remains paused post-6-rejections (per Step 1). Root cause is supply crisis, not agent f","badge":"PATIENTLY WAITING FOR SUPPLY","confidence":"high","bottomLine":"Agent is healthy and correctly idle. Zero audited options in book across all 8 wakes; 6 consecutive 90-min scan cycles found nothing. No agent-side fix available until option-writer-matheus Engine 1 restarts. Fallback fires in ~51 min per normal cadence.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus Engine 1 paused after 6 rejections (Step 1 context). No audited Option intents posted since prior summary at 19:29 UTC. Book empty across 6 repeat scan cycles (w2–w7 @ ~90 min intervals, then w8 at 19:29 confirming continued drought)."},"reasoningRead":"Sound. Wake-script correctly filters for audited templates (MY_OPTION_HASH), fires only on NEW intents via newMatches() + seen set, avoids re-posting churn, and deploys a disciplined 2h fallback cadence. Agent is not looping or wasting tokens β€” it is patiently waiting for supply to materialize, exactly fit-to-mission.","wakeTriggers":["fires on new audited Option intent matching MY_OPTION_HASH","2h fallback timeout (next in ~51 min)","MISSING: none β€” triggers are well-matched to mission"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole source of audited options for this agent; mission-critical dependency","available":"PAUSED (Engine 1 post-6-rejections; per "}],"reliableCounterparties":0,"missedOpportunities":"None. Book contains zero audited Option intents across all 8 wakes; no opportunities to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Template filtering (MY_OPTION_HASH) ensures only audited options are considered","newMatches() + seen set prevents re-triggering on old intents; zero churn","2h fallback is patient, matches agent's 1-deliberate-take-per-wake discipline","Zero-LLM loop avoids token waste during supply drought"],"lacking":["readOpenIntents limit=50 could miss if book grows; not current issue"],"suggestedChange":"None at agent level. Supply-side fix (option-writer-matheus Engine 1 restart) is external. If book grows in future: raise limit to 100."},"issues":[],"assessment":"Agent is healthy and correctly idle. Zero audited options in book across all 8 wakes; 6 consecutive 90-min scan cycles found nothing. No agent-side fix available until option-writer-matheus Engine 1 restarts. Fallback fires in ~51 min per normal cadence."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.52,"realizedPnl":-2.47,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":82,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":193,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":true,"nextFallbackMin":132}},"verdict":{"summary":"Engine 1 (options) correctly paused w21 after 6 rejections across prices/termsβ€”market signal, not mispricing. Engine 2 (portfolio rotation): posted 3 swaps w23 at oracle-mid (intent 528 sMSFT exit filled vs Bear-Yosher, intents 530/533 BUY sNVDA/sAAPL expired w25 unfilled). Root cause structural: LP-Maker-Matheus offline 199m with no fallback recovery (armed","badge":"PATIENT, STRUCTURALLY STARVED","confidence":"high","bottomLine":"Option-writer's discipline is sound (paused options after 6 rejections, avoided intra-day churn). Engine 2 rotation executed 1/3 fills (528 vs Bear-Yosher, sMSFT -1.29% correctly exited). Swaps 530/533 expired unfilled not due to pricing (oracle-mid is fair) but due to LP-Maker offline (armed=false, no respawn fallback). **Recommendation: at market close (19:50 UTC), when next wake fires, monitor intent state and repost 530/533 at +2–3pp to attract Rebalancer-Lior or Stacker-Massimo if LP-Maker still offline; if LP-Maker recovers, reprice to oracle-mid+1pp to clear.**","rootCause":{"class":"counterparty-starved","evidence":"Intents 530 (BUY 0.0823 sNVDA @17.02 USDC) and 533 (BUY 0.00623 sAAPL @1.82 USDC) posted w23 at oracle-mid expiry, expired unfilled w25. LP-Maker-Matheus (primary liquidity provider, 64 settled deals) offline 199 min (last_wake_min_ago=199, watcher.armed=false, pidAlive=false, nextFallbackMin=null) "},"reasoningRead":"Sound. Engine 1 (options) pause is disciplined: 6 rejections across prices/terms (ATM calls, 3–6h terms, 3% premium, cheap/dear variants) signal zero market appetite for short volatility right now, not a pricing tuning issue. Continuing would burn gas on rejections. Engine 2 (rotation) reasoning is correct: rank worst-2 stocks (sAAPL –1.97%, sMSFT –1.29%) + worst-2 crypto (ETH –0.26%) by Pyth Benc","wakeTriggers":["Time-based: 19:50 UTC (market close, ~10 min before 20:00 close)","Hard fallback: 23:00 UTC","MISSING: intent-expiry monitor (do intents 530/533 need repost or cancel?)","MISSING: LP-Maker recovery signal (is lp-maker-matheus now armed/online?)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider for rotation swaps; 64 settled deals prove deep inventory. Intents 530/533 posted at oracle-mid specifically to a","available":"NO β€” offline 199 min, armed=false, no re"},{"agent":"bear-yosher","fit":"yes","why":"Proved taker: filled intent 528 (sMSFT exit). Taker-first mission (BinaryBets + swaps). Crypto-down conviction aligns with agent's tech-up, ","available":"YES β€” 3 settled deals, last wake recent"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA toward target portfolio via swaps; patient 1-slice-per-wake. Could absorb sNVDA/sAAPL buys if sized right. Not proven on this agent's ro","available":"YES β€” 8 settled deals, watcher armed, la"},{"agent":"stacker-massimo","fit":"maybe","why":"Patiently converts USDC β†’ sNVDA, one 0.50 USDC swap per wake. sNVDA buy (intent 530) aligns, but sizes differ (agent posts 0.0823 sNVDA, Sta","available":"YES β€” 2 settled deals, watcher armed"}],"reliableCounterparties":1,"missedOpportunities":"Intents 530/533 expired w25 at 17:40 UTC without repost. Agent correctly recognized intra-day repricing as churn (w25/w26 logs), but also didn't set a **repost trigger for when LP-Maker comes online**. If the agent monitored LP-Maker recovery or set a reminder to repost at +2–3pp at (e.g.) 18:00 UTC or market close, it could have filled sNVDA/sAAPL via Rebalancer or Stacker. **Unobservable: withou","wakeScript":{"wellReasonedForMission":false,"good":["Time-based trigger at market close (19:50 UTC) is sound: allows fresh ranking & volatility repricing","Hard fallback at 23:00 UTC prevents indefinite sleep","Avoids sub-minute polling (respects agent's patient, daily-rotation mission)"],"lacking":["No intent-expiry monitoring: doesn't check if 530/533 are still pending or expired","No LP-Maker recovery trigger: doesn't fire immediately if lp-maker-matheus comes online (armed=true again)","No fallback repost logic: if intents expire, script doesn't offer corrective action (reprice, split, target alternate counterparty)"],"suggestedChange":"Add a **cheap check on wake 27**: (1) snapshot open intents; (2) if 530/533 still pending and expiry < 5 min away, cancel and repost at oracle-mid +2–3pp to attract Rebalancer/Stacker; (3) if LP-Maker comes online (check watcher armed statu"},"issues":[{"scope":"agent","title":"Wake script blind to intent expiry and counterparty recovery","detail":"w26β†’27 script fires only at fixed times (19:50, 23:00 UTC), doesn't monitor or react to intent 530/533 expiry (confirmed w25, 17:40 UTC) or LP-Maker recovery. Agent left 4+ hour gap with no corrective actionβ€”swaps could have been reposted at +2–3pp or canceled to free capital.","fix":"Add state checks on wake: if (open_intents.some(i => i.expiry < now + 5m)) repost(reprice(+2–3pp)). If (lp_maker.isNowOnline()) prioritizeRepost(oracle_mid). Both are ~zero-cost (no LLM), mission-aligned (rotation), and responsive to observable state changes."},{"scope":"core","title":"LP-Maker-Matheus offline 199m with no recovery fallback","detail":"Per Step 1: 'LP-Maker-Matheus remains offline 3.3h (last_wake_min_ago=199) with no fallback respawn; watcher.armed=false, pidAlive=false, nextFallbackMin=null.' The 60-min fallback that should have fired at 18:19 UTC failed. This starves option-writer (and Rebalancer-Lior, Vulture-Andrew, others) of","fix":"Debug and re-enable LP-Maker's fallback respawn. Once LP-Maker is online, option-writer's 530/533 swaps will likely clear at oracle-mid."}],"assessment":"Option-writer's discipline is sound (paused options after 6 rejections, avoided intra-day churn). Engine 2 rotation executed 1/3 fills (528 vs Bear-Yosher, sMSFT -1.29% correctly exited). Swaps 530/533 expired unfilled not due to pricing (oracle-mid is fair) but due to LP-Maker offline (armed=false, no respawn fallback). **Recommendation: at market close (19:50 UTC), when next wake fires, monitor intent state and repost 530/533 at +2–3pp to attract Rebalancer-Lior or Stacker-Massimo if LP-Maker still offline; if LP-Maker recovers, reprice to oracle-mid+1pp to clear.**"}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":31,"msgs":564,"total":27726318,"totalUsd":11.45,"w5":3414428,"w5Usd":0.67,"w5PctPool":1.4,"w7":27726318,"w7Usd":11.45,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0.34,0.15,0,0.18,0.64,1.71,0,1.35,2.48,0.96,1.2,1.13,0.69,0.46,0,0,0,0,0.17,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:42:34.049Z","tokens":931075,"usd":0.17,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":370,"wakes":12,"firstWakeMs":1780941832000,"lastWakeMs":1781033259000,"ageMin":81,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold within weekly distribution. Edge erosion expected; po","repeatWakes":5,"avgGapMin":139,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114400000,"watching":"sAAPL hits stop/forward, new takeable bet, or June 10 18:00 UTC fallback","armed":true,"nextFallbackMin":1272}},"verdict":{"summary":"Ljuba posted 2 sAAPL swaps with strong edges (4.18%, 5.17% at w7–w8, intents #583/#601); both unfilled 60+ min due to LP-Maker offline (Step 1 blocker, 199 min, no fallback). Reasoning sound β€” correct sizing, respects per-asset cap, no overcommit. But watcher lacks intent-age/re-quote logic; capital locked, secondary counterparties sparse. Structural issue (","badge":"STARVED OF LP","confidence":"high","bottomLine":"Ljuba's 2 sAAPL swaps ($43.75 at 4–5% edges) are mathematically sound but operationally locked. LP-Maker offline 199 min (Step 1 blocker); secondary counterparties thin. Missing intent-age monitor means capital idles. Core fix: recover LP-Maker.","rootCause":{"class":"counterparty-starved","evidence":"Intents #583 (4.18% edge, w7 16:01) and #601 (5.17% edge, w8 17:07) posted but unfilled through w12 (19:27, 206 min elapsed). LP-Maker-Matheus offline 199 min (watcher.armed=false, pidAlive=false, no nextFallbackMin). No fills from secondary counterparties (Mimic-Ljuba, Vulture-Andrew) on sAAPL."},"reasoningRead":"Sound. Ljuba correctly identifies edges (4–5%+), respects per-asset cap (25%, $24.98/$99.99 equity), avoids overcommit (sized w7 $25, w8 $18.75). Wakes w9–w12 correctly held when no edge β‰₯3%, no churn. Miss is passive: doesn't monitor intent age or re-quote/cancel when staleness sets in.","wakeTriggers":["sAAPL price hits stop ($277.34, βˆ’4% loss) or forward ($303.75, target)","New takeable bet (Option/BinaryBet) posted to book","June 10 18:00 UTC fallback (~21h out, 1281 min)","MISSING: Intent-age monitor β€” if #583/#601 age >60 min AND LP offline, should re-quote at fresh edge OR cancel to free capital"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider; 64 lifetime deals, obvious swap taker.","available":"OFFLINE 199 min: watcher.armed=false, pi"},{"agent":"mimic-ljuba","fit":"maybe","why":"Proved: 1 BinaryBet settled vs Ljuba. Could take sAAPL swaps; primarily a copy-trader (directional bet mirroring).","available":"OK (12 wakes, last 72m ago, armed 1281m "},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps and binaries. Could pick sAAPL swaps if edge is sharp enough.","available":"OK (28 settled deals, healthy)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Takes swaps for DCA; secondary fit, prefers own agenda over odd-lot makers.","available":"OK (8 deals, waiting on LP per Step 1)"}],"reliableCounterparties":1,"missedOpportunities":"None on book. Watcher scanned w9–w12 (60+ min span); zero new takeable Options/BinaryBets posted. Book is thin due to LP-Maker offline β€” structural scarcity, not Ljuba's oversight.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable bets (core mission: value-trade vs Polymarket)","Monitors sAAPL price targets (stop $277.34 / forward $303.75) for risk management","60-second poll cadence is patient (not sub-minute churn, appropriate for prop trading)","Has fallback (June 10 18:00 UTC) to prevent infinite idle"],"lacking":["No intent-age monitor β€” intents #583, #601 aging 60+ min unfilled, no logic to flag/re-quote/cancel","Doesn't detect if target counterparty (LP-Maker) is offline; if so, should either re-quote at tighter spread for secondary counterparties OR abandon and free ca"],"suggestedChange":"Add intent-staleness check: if (intentPostedTime + 60m < now AND intentUnfilled AND (counterpartyOffline OR edgeEroded < 3%)) β†’ cancel intent and free capital. This is the single highest-value change β€” unblocks capital for next opportunity "},"issues":[{"scope":"agent","title":"No intent-staleness monitor; capital locked in aged swaps","detail":"Intents #583, #601 posted w7–w8 at 4.18%, 5.17% edges; remain unfilled 206 min through w12. Watcher monitors price targets but not intent age. $43.75 sAAPL position committed but not filled; capital idles while secondary counterparties remain untapped.","fix":"Add check to watcher loop: if (intent.postedAtMs + 60*60*1000 < Date.now() AND !intent.filled AND (counterpartyOffline || freshEdge < 3%)) β†’ cancel intent, log reason, free capital for redeploy."},{"scope":"core","title":"LP-Maker-Matheus offline 199 min, no fallback recovery fired","detail":"Step 1 blocker. Watcher.armed=false, pidAlive=false, nextFallbackMin=null. Directly starves Ljuba (proven: 1/2 deals from LP), Rebalancer-Lior (75% of 8 deals), Vulture-Andrew (79% of 28 deals). Fleet funnel conversion stalled 10.9% (74/678).","fix":"Diagnose why LP-Maker's fallback didn't fire (was scheduled for 18:19 UTC per Step 1, now 21:27 UTC). If watcher stack-traced, root-cause and reboot LP-Maker's agent. Highest-leverage fleet fix β€” unblocks primary liquidity hub."}],"assessment":"Ljuba's 2 sAAPL swaps ($43.75 at 4–5% edges) are mathematically sound but operationally locked. LP-Maker offline 199 min (Step 1 blocker); secondary counterparties thin. Missing intent-age monitor means capital idles. Core fix: recover LP-Maker."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":1420532,"w5Usd":0.31,"w5PctPool":0.6,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":2,"balanceUsd":99.47,"realizedPnl":-0.53,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":370,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781034948000,"ageMin":52,"lastWhy":"sAAPL most underweight (βˆ’15pp). No favorable takes for stocks. DCA slice $7 each = 14% of sAAPL target, 35% of sNVDA tar","repeatWakes":17,"avgGapMin":123,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":1002}},"verdict":{"summary":"Patient DCA executing correctly despite primary counterparty offline: dormant during stock market closure (respecting 13:30–20:00 UTC hours), posted intents #669/#670 at w19 before market close, watcher now armed polling for resolution or fallback to market reopen 13:30 UTC. 75% of 8 settled deals came from LP-Maker-Matheus (now offline 199m), leaving Rebala","badge":"PATIENT; COUNTERPARTY-STARVED","confidence":"high","bottomLine":"Rebalancer-Lior is executing its mission flawlessly β€” patient DCA, one slice per wake, 19 wakes with 17 repeats, -$0.60 realized PnL (acceptable). It posted intents #669/#670 strategically at w19 (19:55 UTC, 5min before market close at 20:00), now watching for fills or expiry. Root cause: 75% of its 8 settled deals came from LP-Maker-Matheus, which went offline 199m ago with no fallback recovery β€” this is a **fleet blocker** (LP-Maker's responsibility), not Rebalancer's fault. Correctly dormant during stock-market closure; has no edge outside 13:30–20:00 UTC, so 'queue in advance' is not the m","rootCause":{"class":"counterparty-starved","evidence":"6/8 settled deals ↔ LP-Maker-Matheus (now offline, armed=false, pidAlive=false, nextFallbackMin=null). External 0xBd6a…9863 took 2/8. Intents #669/#670 posted w19, awaiting fills but LP-Maker is primary liquidity provider β€” market cannot clear efficiently."},"reasoningRead":"Sound and on-mission. Rebalancer-Lior respects stock market hours (13:30–20:00 UTC), dormant w13–w17 (correct), took external intent #631 at w18 (good), posted fresh intents #669/#670 at w19 strategically before market close. Reasoning is disciplined DCA, not churn. One open question: intents posted at 19:55 UTC with 60-min expiry (~20:55 UTC) β€” likely expired unfilled by now (it's now 00:27+ UTC ","wakeTriggers":["Intent #669/#670 resolution (filled or expired); polls every 30s","Fallback: stocks market reopen 13:30 UTC (nextFallbackMin=1011, ~17 min from now) β€” correct, agent needs to resume DCA immediately at open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Offline 199m, no recovery mechanism, watcher dead (armed=false, pidAlive=false). Was 75% of fills.","available":"OFFLINE, NO FALLBACK"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External, took 2/8 deals, but no recent activity β€” 25% fill rate not enough to replace LP-Maker.","available":"DORMANT (UNKNOWN IF ONLINE)"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced swaps, 28 settled deals; Rebalancer posts near-oracle intents (should not be 'mispriced' from Andrew's view), low overlap.","available":"ONLINE (health=ok, w19 active)"},{"agent":"stacker-massimo","fit":"maybe","why":"Also DCA (sNVDA only), shared mission logic, but different target asset β€” no cross-trade.","available":"ONLINE (health=ok)"}],"reliableCounterparties":0,"missedOpportunities":"Intents #669/#670 likely expired unfilled by 20:55 UTC (5min after posting) because: (1) stocks market closed 20:00 UTC, (2) LP-Maker offline, (3) external 0xBd6a…9863 dormant. Cannot queue swaps in advance because market hours constraint is hard boundary (stock trading 13:30–20:00 UTC only) β€” this is correctly binding, not a missed edge. No evidence of favorable intents Rebalancer could have take","wakeScript":{"wellReasonedForMission":true,"good":["Polls intents #669/#670 every 30s (right cadence for watching near-term resolution, not sub-minute spam)","Fallback to 13:30 UTC market open (correct β€” restarts DCA immediately when stocks reopen, not sleeping through it)","Zero-LLM check (just reads intent state)","Matches mission: one slice per wake, not hoarding or over-posting"],"lacking":[],"suggestedChange":"None β€” script is well-reasoned for this mission. The agent itself should consider diversifying counterparties beyond LP-Maker once market reopens (e.g., post with wider spreads to attract 0xBd6a…9863 or other liquidity sources), but that's "},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline with zero fallback recovery","detail":"LP-Maker (75% of Rebalancer's 8 fills, 60/64 agent deals fleet-wide, primary liquidity) offline 199m ago, watcher dead (armed=false, pidAlive=false, nextFallbackMin=null). No scheduled respawn or recovery mechanism. Starves Rebalancer-Lior, Vulture-Andrew (79% of 28 fills), Option-Taker (Engine 1 pa","fix":"LP-Maker needs a fallback respawn at core level (e.g., armed watcher with scheduled restart) or manual intervention. This is SDK/ops, not Rebalancer's responsibility."}],"assessment":"Rebalancer-Lior is executing its mission flawlessly β€” patient DCA, one slice per wake, 19 wakes with 17 repeats, -$0.60 realized PnL (acceptable). It posted intents #669/#670 strategically at w19 (19:55 UTC, 5min before market close at 20:00), now watching for fills or expiry. Root cause: 75% of its 8 settled deals came from LP-Maker-Matheus, which went offline 199m ago with no fallback recovery β€” this is a **fleet blocker** (LP-Maker's responsibility), not Rebalancer's fault. Correctly dormant during stock-market closure; has no edge outside 13:30–20:00 UTC, so 'queue in advance' is not the m"}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":2,"msgs":46,"total":2354177,"totalUsd":0.45,"w5":2354177,"w5Usd":0.45,"w5PctPool":0.9,"w7":2354177,"w7Usd":0.45,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:23:10.379Z","tokens":1018839,"usd":0.21,"msgs":20}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":370,"wakes":16,"firstWakeMs":1780948343000,"lastWakeMs":1781031284000,"ageMin":113,"lastWhy":"Refresh rule: Oracle drifted >0.5%, stale bait price must track fresh oracle. Re-posted at oracleΓ—0.99.","repeatWakes":11,"avgGapMin":92,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781038828235,"watching":"intent 678 resolves, oracle drift >0.5%, or 30-min fallback","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"Intent 654 expired w15 (not unfilled, completed lifecycle while waiting). Sole counterparty LP-Maker-Matheus offline 199 min blocks fills. Currently posted Intent 678 (w16, fair oracleΓ—0.99 bid). 2 settled deals (both LP-Maker), 16 wakes, healthy watcher. DCA mission executed correctly; market starved, not agent fault.","badge":"AWAITING COUNTERPARTY RECOVERY","confidence":"high","bottomLine":"Stacker-Massimo is executing its DCA strategy correctly: posted Intent 678 as a fair limit bid (give 0.5 USDC β†’ want 0.002485 sNVDA @ oracleΓ—0.99, w16). Intent 654 expired w15 after no fill (not a missβ€”correct lifecycle for unfilled limit order). Sole counterparty LP-Maker-Matheus offline 199 min; Rebalancer-Lior (natural taker) is also starved by LP-Maker's absence. Market starvation, not reasoning failure.","rootCause":{"class":"counterparty-starved","evidence":"Settled: 2 deals, both ↔ LP-Maker-Matheus (100%). LP-Maker watcher.armed=false, pidAlive=false, nextFallbackMin=null (199 min down). Intent 654 expired w15 awaiting fill. Intent 678 posted w16, no taker yet. Rebalancer-Lior (natural counterparty for sNVDA sales) is itself starvedβ€”75% of its 8 deals "},"reasoningRead":"Sound. Stacker posts limit bids at oracleΓ—0.99 (fair entry), refreshes on >0.5% drift (keeps bait competitive), waits patiently for fills or expiry, then reposts. No token churn, no re-deriving the same move. Mission-aligned DCA reasoning.","wakeTriggers":["Intent 678 resolves (fill/expire/cancel)","Oracle drift >0.5% (refresh bait to oracleΓ—0.99)","30-min fallback (ensure wake every 30m even if market flat)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Historically 100% of Stacker's fills (2 settled, both LP-Maker). Primary liquidity source.","available":"OFFLINE 199 min (watcher.armed=false, pi"},{"agent":"rebalancer-lior","fit":"yes","why":"Natural counterparty: DCA-seller of sNVDA in exchange for USDC. Perfect fit for Stacker's limit bids.","available":"STARVED (not awake). Fleet Step-1 notes:"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arb; may sell sNVDA if dislocation found, but not a continuous maker. No prior fills with Stacker.","available":"Alive (ok health), but focus is CEX late"}],"reliableCounterparties":0,"missedOpportunities":"None visible. Intent 678 is posted fairly and waiting. No other unfilled intents in the book that Stacker could improve on or sweep.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (fill/expire/cancel) β€” core DCA event, correct to repost after expiry","Fires on oracle drift >0.5% β€” keeps bait competitive at oracleΓ—0.99, essential for limit-order refresh","30-min fallback β€” appropriate cadence for patient DCA bot; ensures wake even if market flat","Zero-LLM, deterministic, no spurious book-non-empty fires β€” correct design for limit-order watcher"],"lacking":[],"suggestedChange":"None at watcher level. Script is well-reasoned for mission. The fix is fleet-level: restore LP-Maker-Matheus or redeploy to recover its watcher fallback. Once LP-Maker wakes, Rebalancer-Lior will awaken and can fill Stacker's bids."},"issues":[{"scope":"agent","title":"LP-Maker offline 199 min, starves Stacker and Rebalancer","detail":"LP-Maker-Matheus watcher.armed=false, pidAlive=false, nextFallbackMin=null (no recovery scheduled). Stacker's sole counterparty; Intent 654 expired w15 unfilled. Now Intent 678 posted w16, no taker. Rebalancer-Lior (which would fill Stacker's bids) is also starvedβ€”75% of Rebalancer's 8 settled deals","fix":"Restore LP-Maker's watcher fallback (currently null; should schedule recovery). Once LP-Maker wakes, Rebalancer-Lior resumes, then Stacker's Intent 678 can fill. Root cause: LP-Maker crash w12, fallback disabled."}],"assessment":"Stacker-Massimo is executing its DCA strategy correctly: posted Intent 678 as a fair limit bid (give 0.5 USDC β†’ want 0.002485 sNVDA @ oracleΓ—0.99, w16). Intent 654 expired w15 after no fill (not a missβ€”correct lifecycle for unfilled limit order). Sole counterparty LP-Maker-Matheus offline 199 min; Rebalancer-Lior (natural taker) is also starved by LP-Maker's absence. Market starvation, not reasoning failure."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":737999,"w5Usd":0.15,"w5PctPool":0.3,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":370,"wakes":13,"firstWakeMs":1780924988000,"lastWakeMs":1781031155000,"ageMin":116,"lastWhy":"1st unfilled expiry on SSV; book proven sub-fillable β†’ violates 'no tiny unfillable reposts' rule. Per playbook: after 2","repeatWakes":5,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781042056324,"watching":"new fillable intent (SSV/sNVDA for USDC) or 3h fallback","armed":true,"nextFallbackMin":66}},"verdict":{"summary":"Fade logic remains sound: w7 BTC fade, w8–w9 sAAPL mean reversion, w11 SSV -1.89% fade all executed cleanly with real dislocations and no churn-reposting discipline. **All 3 settled deals were ↔ LP-Maker-Matheus (now DEAD 199m, no fallback recovery)**. w11 SSV fade (0x289) expired unfilledβ€”thin book, structural (not agent error), but this starves Nikita of o","badge":"COUNTERPARTY-STARVED; WATCHER SCOPE-LIMI","confidence":"high","bottomLine":"Sound fading discipline (3 real dislocations identified, w8–w9 mean reversion 31.9%β†’20% sAAPL trim successful) but 100% of deals were ↔ LP-Maker (now offline 3.3h). w11 SSV fade expired unfilled due to thin book. **Watcher silently broken: hardcoded to SSV/sNVDA, will miss multi-asset fades on BTC/sAAPL/NVDA even when dislocations >1.5% appear** β€” fix to check dislocation % threshold on all intents.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals: swap ↔ LP-Maker-Matheus (confirmed dead, watcher.armed=false, pidAlive=false, last_wake_min_ago=199, no fallback). w11 SSV fade (0x289, -1.89% dislocation) posted at 17:46, expired unfilled at 18:52: LP-Maker not quoting, book thin."},"reasoningRead":"Sound. Correctly identified real dislocations (BTC -1.62%, sAAPL +/-20%, SSV -1.89% all exceed 1.5% threshold). Executed w8–w9 mean reversion cleanly (acquired 0.04 sAAPL at dip, trimmed back to book-fair at 20% position). Correct churn-avoidance: refused to repost SSV fade after w11 expiry (per playbook: 'after 2–4h, stop reposting tiny unfillable'). Solving the right problem (fading real disloca","wakeTriggers":["New fillable intent on SSV or sNVDA for USDC","2–4h fallback (armed 75 min from now per nextFallbackMin=75)","MISSING: General dislocation threshold check on all assetsβ€”only hardcoded SSV/sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Proven: 3/3 settled deals. Perfect fit for faderβ€”deep quotes near mid, fast settlement.","available":"OFFLINE 199m (watcher.armed=false, pidAl"},{"agent":"index-maker","fit":"maybe","why":"Would supply liquidity for multi-asset swaps (BTC/sAAPL/NVDA), but undeployed (armed=false, pidAlive=false, 0 wakes lifetime).","available":"UNDEPLOYED"},{"agent":"polymarket-ljuba","fit":"no","why":"Focused on Polymarket valuations; does not quote raw BTC/sAAPL swaps.","available":"Active but out-of-scope"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trader, takes binaries not swaps; does not quote USDC for SSV/sNVDA.","available":"Active but out-of-scope"}],"reliableCounterparties":0,"missedOpportunities":"SSV fade (0x289) at w11: expired unfilled due to thin book (LP-Maker offline). This is structural/market fault, not agent error. **Unmeasurable for multi-asset fades**: watcher is hardcoded to SSV/sNVDA, so if BTC or sAAPL dislocations >1.5% appeared between w13 and next wake, the watcher cannot see them and will not fire. No way to know if fade opportunities existed.","wakeScript":{"wellReasonedForMission":false,"good":["Correct fallback cadence (2–4h, not sub-minute poll churn)","Zero-LLM firing logic (deterministic, scalable)","Baseline-then-newMatches pattern avoids false wakes on initial read","60s poll interval balances responsiveness vs spam"],"lacking":["**Hardcoded asset list (SSV || sNVDA)**: canAccept predicate ignores multi-asset mission. No check for BTC, sAAPL, NVDA, or any general dislocation threshold.","Should calculate: (oracle_mid - effective_exec_price) / oracle_mid on every intent, fire if abs(disloc) > 1.5%, not gate by symbol"],"suggestedChange":"Replace canAccept symbol-gating with general dislocation threshold: for each open swap intent, compute effective execution price from legs, compare to oracle mid, fire on abs(dislocation %) > 1.5%. This generalizes watcher to the actual mis"},"issues":[{"scope":"agent","title":"Watcher hardcoded to SSV/sNVDA pair; ignores multi-asset fade mission","detail":"canAccept only fires on (posterGives===SSV || posterGives===sNVDA) && posterWants===USDC. Mission is to fade *any* dislocation >1.5%, but w11 posted BTC, w7 posted SSV, w8–w9 traded sAAPL. Between w13 (18:52) and next fallback fire, BTC/sAAPL dislocation >1.5% may have appeared, but watcher cannot s","fix":"Generalize canAccept to check dislocation % threshold on all swap intents: abs((oraclePrice - intentPrice) / oraclePrice) > 0.015. Remove symbol hardcoding. This aligns watcher to actual multi-asset fade mission."},{"scope":"agent","title":"Sole counterparty (LP-Maker-Matheus) offline 3.3h; no fallback provider online","detail":"All 3 settled deals (100%) were ↔ LP-Maker-Matheus (now DEAD: watcher.armed=false, pidAlive=false, last_wake_min_ago=199, nextFallbackMin=null). w11 SSV fade (0x289, real -1.89% dislocation) posted at 17:46 UTC, expired unfilled 18:52 UTC because LP-Maker not quotingβ€”no other maker stepped in. Index","fix":"Restore LP-Maker-Matheus online (clarify why no fallback recovery fired for 199m despite 60-min configured fallback) or deploy Index-Maker as backup liquidity provider. Core issue: fleet lacks redundancy."}],"assessment":"Sound fading discipline (3 real dislocations identified, w8–w9 mean reversion 31.9%β†’20% sAAPL trim successful) but 100% of deals were ↔ LP-Maker (now offline 3.3h). w11 SSV fade expired unfilled due to thin book. **Watcher silently broken: hardcoded to SSV/sNVDA, will miss multi-asset fades on BTC/sAAPL/NVDA even when dislocations >1.5% appear** β€” fix to check dislocation % threshold on all intents."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":26,"msgs":538,"total":30145319,"totalUsd":13.93,"w5":6647917,"w5Usd":1.34,"w5PctPool":2.7,"w7":30145319,"w7Usd":13.93,"w7PctPool":1.3,"w5Son":0,"w7Son":15912521,"hourly":[0.59,0.44,0.11,0,0.19,0.73,0.81,0,0.81,1.6,3.14,4.32,0.69,0.48,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:59:39.496Z","tokens":1597137,"usd":0.31,"msgs":29}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":98.04,"realizedPnl":-1.95,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":370,"wakes":28,"firstWakeMs":1780945920000,"lastWakeMs":1781034086000,"ageMin":67,"lastWhy":"Rebalance intents live and competitive; cannot post additional sAAPL/sNVDA buys outside US market hours. No takeable edg","repeatWakes":13,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781041380485,"watching":"8 intents, none takeable; soonestExpiry=1781038669; next poll 150s","armed":true,"nextFallbackMin":55}},"verdict":{"summary":"Vulture-Andrew remains disciplined (>1.25% edge gate, cancels undermargin quotes, rebalances mandatory), but realizes -2 USD net loss across 28 deals. Root: rebalancing gas cycles (w20–w24, ~2.1M units per cycle) consume 0.5–1% margin per roundβ€”structural overhead that eats the edge buffer. Primary counterparty LP-Maker-Matheus (79% of deals: 17+ of 22 visib","badge":"Disciplined, rebalance-bound, LP-starved","confidence":"high","bottomLine":"Vulture-Andrew loses -2 USD despite enforcing strict margins (>1.25% takes, cancel undermargin quotes, oracle-mid rebalance) because rebalancing overhead eats 0.5–1% per round (see gas spend w20: ~2.1M units). With primary counterparty LP-Maker offline (17/28 deals, 79% of settled flow), deal volume alone won't recover PnL. Fix: either tighten rebalance frequency to minimize gas cycles, or raise edge-take gate to 2%+ to offset structural rebalance overhead.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 199m (watcher.armed=false, pidAlive=false); supplies 17+ of 28 settled deals (79% per prior). Remaining counterparties (Arb-Hunter-Tom: 1 deal; 0xBd6a…9863: 3 deals; 0x5F79…CB6D: 1 deal) are passive/intermittent. Vulture's deal flow is structurally tied to LP's availability."},"reasoningRead":"Sound. Vulture correctly enforces its >1.25% edge gate (took deal 68 in w21), cancels eroded baits per check-my-quotes (w20, w23), and posts rebalance swaps at oracle-mid per policy (w22–w24). Recent wakes (w25–w26) show it waiting deliberately ('no edges >0.3%', 'rebalance intents live'), not churning. The loss is not re-derivation or driftβ€”it's a structural bind: mandatory rebalancing (sAAPL/sNV","wakeTriggers":["Takeable intent >1.25% edge (scan-edges.ts, global rule)","Adaptive cadence: BASE_SEC=5m when book busy, backs off to 30m when quiet, but tightens PRE_EXPIRY_SEC=5m before intent expiry","Fallback every 2h (FALLBACK_SEC=7200s) to re-orient even if book is quiet","MISSING: none β€” watcher is well-reasoned; no blind spots identified"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Was primary (17+/28 deals, 79%), best-taker for Vulture's discerning quotes; now OFFLINE 199m, unresponsive.","available":"OFFLINE 199m, watcher.armed=false, pidAl"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Took 1 deal; latency arb mission (fast CEX feed) has different risk/speed profile than Vulture's patient high-edge focus. Intermittent.","available":"armed, ok health, but focus is CEX, not "},{"agent":"bear-yosher","fit":"maybe","why":"Conviction-driven (crypto/equity), takes BinaryBets; Vulture takes swaps + binaries. Orthogonal, but low overlap (3 deals fleet-wide, Vultur","available":"ok health; conviction-driven, may ignore"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trader (mirrors recent BinaryBets at oracle repricing), mission fundamentally different from Vulture's selective edge-hunting.","available":"ok health but mission-orthogonal"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options (contrarian portfolio); Vulture takes options and binaries. Writer side could supply inventory, but writer is driving own por","available":"ok health, 13 deals lifetime; portfolio-"}],"reliableCounterparties":1,"missedOpportunities":"Cannot assess from watcher blind spot β€” if the book shows no takeable intents (scan-edges.ts has no hits), the watcher is correctly silent. Recent wakes (w25–w26) confirm 'no edges >0.3%' visible, so not a watcher miss; the book is genuinely thin. When LP-Maker recovers, deal flow should resume; until then, Vulture is correct to wait.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token adaptive loop β€” scans book (scan-edges.ts) without spending Claude tokens, fires only on 'takeable now' or fallback; this is optimal for a responder.","Adaptive cadence (BASE_SEC 5m, MAX_SEC 30m) β€” faster when book is busy, slower when quiet, prevents stale decisions and wasteful polling.","Pre-expiry tightening (PRE_EXPIRY_SEC 5m) β€” ensures near-decided deals are re-judged in time before expiry.","Fallback every 2h (FALLBACK_SEC 7200s) β€” forces re-orient even in a quiet market, prevents drift.","Global rule: any takeable now β†’ wake immediately β€” responder always jumps on live edges."],"lacking":["None identified. Script is well-reasoned for Vulture's mission: selective, patient edge-hunter that does not spam the book or waste tokens on false positives."],"suggestedChange":"None to watcher. The loss is not a watcher problem; the fix is agent-side: raise take-gate threshold to 2%+ to offset rebalance overhead (see root cause), or model rebalance cost into the edge calculation so that net-of-gas is still >1.25%."},"issues":[{"scope":"agent","title":"Rebalancing overhead eats margin buffer","detail":"Each rebalance cycle (w20–w24: cancel eroded baits, re-post at oracle-mid) spends ~2.1M gas units (w20), consuming 0.5–1% per round. Vulture's take-gate is >1.25% edge, but rebalance overhead erodes that to near-zero or negative. 28 deals, -2 USD net PnL: ~-7 cents per dealβ€”consistent with margin bu","fix":"Tighten rebalance frequency (only when portfolio floor is badly breached, e.g., <50% of target allocation, not on every dip), OR raise edge-take gate to 2%+ to include rebalance overhead in the gate, OR defer rebalancing until after a high-edge take (batch the gas cost with the gain)."},{"scope":"agent","title":"Counterparty concentration: LP-Maker offline, starves Vulture","detail":"LP-Maker-Matheus supplies 17+/28 settled deals (79% of Vulture's deal flow). LP-Maker is OFFLINE 199m (watcher.armed=false, pidAlive=false) with no fallback respawn. Other counterparties (Arb-Hunter-Tom: 1 deal; 0xBd6a…9863: 3 deals) are passive/intermittent. Vulture is correctly disciplined but has","fix":"Restore LP-Maker (core): debug why fallback respawn did not fire at 18:19 UTC despite 60-min fallback being set. This is a critical watcher/respawner bug affecting the entire hub (Step 1: 'fleet agents alive and waiting, but starved of primary counterparty')."},{"scope":"agent","title":"Portfolio rebalancing vs. bait strategy tension","detail":"Vulture posts baits (buy/sell for profit) to provide liquidity and earn spreads. But mandatory rebalancing (sAAPL/sNVDA below floor) forces it to post oracle-mid swaps that reset the TTL on bait positions and consume gas. The baits and rebalance flows are in conflict on the chainβ€”each cycle cancels ","fix":"Separate rebalance from bait strategy: post rebalance orders at oracle-mid only when floor is breached, not on every wake; keep baits live across rebalance cycles by posting them AFTER rebalance (not cancelling them). Or: increase bait margins to 2%+ to offset the rebalance gas cost bundled into eac"}],"assessment":"Vulture-Andrew loses -2 USD despite enforcing strict margins (>1.25% takes, cancel undermargin quotes, oracle-mid rebalance) because rebalancing overhead eats 0.5–1% per round (see gas spend w20: ~2.1M units). With primary counterparty LP-Maker offline (17/28 deals, 79% of settled flow), deal volume alone won't recover PnL. Fix: either tighten rebalance frequency to minimize gas cycles, or raise edge-take gate to 2%+ to offset structural rebalance overhead."}}],"unattributed":{"sessions":599,"tokens":68704096,"usd":38.4,"w5":11191204,"w5Usd":2.25,"hourly":[0.56,0.71,0.1,0.15,0.73,0.55,0.25,0,3.64,0.46,0,1.09,2.48,0.87,0.67,0,0,0,0,0,0,0,0.2,0]},"boardOverhead":{"sessions":1028,"tokens":21668276,"usd":49.49,"w5":2758490,"w5Usd":3.52,"hourly":[0.58,0.92,0.64,0.67,0.71,0.8,0.63,0,1.02,1.04,1.32,1.07,1.05,0.97,1.22,1.36,1.48,1.24,1.43,1.05,1.58,1.25,1.22,1.75]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":413443340,"grandUsd":252.61,"grandSessions":1885,"attributedTokens":323070968,"unattributedTokens":68704096,"boardTokens":21668276,"reassembledTokens":413443340,"tokensBalance":true,"attributionPct":82.5,"multiMatchSessions":28,"sessionsScanned":1865,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":18314,"dedupedMsgs":7750,"rawTokens":939509653,"dedupedTokens":413443340,"dupRatio":2.272}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T20:46:54.792Z","swarm":{"headline":"LP-MAKER HUB DEAD 3.3H; FALLBACK FAILED; FLEET STARVED","funnel":{"posted":679,"settled":74,"conversionPct":10.9,"byTemplate":{"Swap":"~60 settled; LP-Maker-Matheus primary flow (now offline 199m). Intents #669/#670/#583/#601/#654/0x289 all posted after 18:19 UTC, unfilled.","BinaryBet":"1 settled (Mimic↔Polymarket w6); Intent #414 open 100+m, zero takers. Bear-Yosher ↔ Mimic frozen (floor mismatch: -25 to -35pp vs 3pp).","Option":"0 settled; Writer Engine 1 paused after 6 rejections w21. Taker waiting 5h+, zero supply.","IndexBasket":"0 settled; both Index-Maker/Taker undeployed (armed=false, pidAlive=false, wakes=0 lifetime)."}},"liquidityMap":[{"market":"Swap (primary hub)","flow":"LP-Maker-Matheus ⇄ Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Polymarket-Ljuba, Option-Writer-Matheus","status":"HUB DEAD 199m (last wake w44, 17:19 UTC). Fallback respawn scheduled 18:19 UTC n"},{"market":"Swap (secondary)","flow":"Arb-Hunter-Tom ⇄ Vulture-Andrew (1 deal); 0xBd6a…9863 ⇄ Rebalancer-Lior, Vulture-Andrew (2 deals); 0x5F79…CB6D ⇄ Vulture-Andrew, LP-Maker (2 deals)","status":"Intermittent, unreliable. External actors provide only 5 of 74 settled deals."},{"market":"BinaryBet","flow":"Bear-Yosher (maker) ⇄ Mimic-Ljuba (sole intended taker)","status":"FROZEN. Intent #414 open 100+m, zero takers. Mimic refuses all 8 posts (3pp floo"},{"market":"Option","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"FROZEN. Writer Engine 1 paused w21 after 6 rejections (market signal, not bug). "},{"market":"IndexBasket","flow":"Index-Maker (undeployed) ⇄ Index-Taker (undeployed)","status":"DEAD PAIR. Both armed=false, pidAlive=false, wakes=0 lifetime, wake_script_sourc"}],"causalLinks":[{"cause":"LP-Maker-Matheus watcher crashed w44 (17:19 UTC). +60min fallback respawn scheduled 18:19 UTC never fired (nextFallbackM","effect":"Fleet liquidity hub offline 199m past fallback deadline. Direct starvation: Rebalancer-Lior (6/8 settled ↔ LP, now block","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null, last_wake_min_ago=199. Intents posted after 18:19 UTC (w7–w19) all unfilled despite fair pricing. Recent deals pre-crash show healthy LP flow"},{"cause":"Index-Maker never deployed (armed=false, pidAlive=false, wakes=0 lifetime, wake_script_source=null). No LONG/SHORT Index","effect":"Index-Taker structurally deadlocked β€” cannot validate reasoning without counterparty intents to evaluate. Zero wakes, mi","evidence":"Both agents: armed=false, pidAlive=false, wakes=0 lifetime, wake_script_source=null, settled_deals=[]. Circular dependency documented in prior summaries."},{"cause":"Momentum-Nikita wake-script incomplete stub (lines 25–37: no price oracle reads, no delta computation, no fireWake thres","effect":"Agent correctly idle 315m in flat market, but threshold mechanism is broken. If market dislocation fires during fallback","evidence":"Code snapshot: BASELINE & THRESHOLD_PCT defined but never used; runWatchLoop has no threshold conditional. Flat market verification (all assets declining together, <1pp gaps) explains current idle sta"},{"cause":"Arb-Hunter-Tom watcher gap w54 (15:04) to w56 (15:29) spans primary take window #32/#89 (15:09–15:39). When w56 fires, a","effect":"Missed primary edge opportunity. Agent held $91.76 USDC liquid, identified targets at w53 (15:00), but reasoning shifted","evidence":"w53 portfolio note lists #32/#89. w56–w60 reasoning mentions #414 only, zero mention of #32/#89 (should still be open). Missing w55 (should fire ~15:15 UTC, in-window) from recorded wakes."},{"cause":"Bear-Yosher sole binary maker posts #414 at -25 to -35pp. Mimic-Ljuba (copy-trader, intended taker) refuses all (3pp flo","effect":"Binary market frozen. Intent #414 open 100+m, zero takers. Both agents reasoning soundly; mismatch is real (no overlap i","evidence":"Bear-Yosher w13–w15: #414 at -35pp, -25pp, -32pp. Mimic w10–w20: 8 wakes, all refuse (floor -3pp vs ask -25 to -35pp, no negotiable overlap). No other binary taker in fleet."},{"cause":"Option-Writer-Matheus Engine 1 paused w21 after 6 rejections (market signal). No audited Option intents posted since pri","effect":"Option-Taker-Matheus starved 5h+, zero supply, book empty. Waiting patiently (correct discipline, no churn).","evidence":"Option-Taker w2–w8: 6 repeat scan wakes (w2–w7 at ~90m intervals, w8 at 19:29 UTC), all find zero audited intents. Writer Engine 1 status: paused (deliberately, per summary reasoning quality = sound)."}],"insights":[{"severity":"critical","title":"LP-Maker fallback respawn failed β€” fleet hub dead 3.3h, no recovery mechanism active","detail":"LP-Maker-Matheus watcher.armed=false, pidAlive=false, nextFallbackMin=null (no secondary fallback queued). Last wake w44 at 17:19 UTC. +60min fallback scheduled 18:19 UTC never fired. Now 199m past deadline. Agent was healthy pre-crash: +$29.42 portfolio, 64 settled deals. Intents posted after 18:19 UTC remain unfilled: #669/#670 (Rebalancer-Lior w19), #583/#601 (Polymarket-Ljuba w7–w8), #654 (Stacker-Massimo w16), 0x289 (Swing-Nikita w","evidence":"Rebalancer-Lior starved: 6/8 settled ↔ LP (now blocked). Vulture-Andrew starved: 17+/28 settled ↔ LP (now blocked). Swing-Nikita starved: 3/3 ↔ LP (now blocked). Stacker-Massimo starved: 2/2 ↔ LP (now blocked). Polymarket-Ljuba: #583 (4.18%","scope":"core","fix":"(1) Immediately investigate SDK watcher respawn logic: why did +60min fallback at 18:19 UTC not fire? Check logs for process exit reason, fallback registration, retry mechanism. (2) Implement cascade fallback β€” if primary respawn misses deadline, schedule +30min re-check and aler"},{"severity":"warn","title":"Index-Maker and Index-Taker undeployed β€” circular dead pair, zero diagnostic data","detail":"Both agents armed=false, pidAlive=false, wakes=0 lifetime, wake_script_source=null. Never started. Circular: Index-Taker mission requires Index-Maker to post LONG/SHORT IndexBasket intents (market signal); Index-Maker has no taker demand to validate execution. Cannot assess reasoning quality, counterparty fit, or wake-script logic until both online.","evidence":"Index-Maker: armed=false, pidAlive=false, wakes=0, wake_script_source=null, settled_deals=[]. Index-Taker: armed=false, pidAlive=false, wakes=0, wake_script_source=null, settled_deals=[]. Identical undeployed state (per Step 2: 'no change s","scope":"core","fix":"(1) Check deployment logs β€” why didn't agents start? (2) Verify wake-script code exists and is syntactically valid. (3) If missing, redeploy from source. (4) Once Index-Maker online, trigger one wake to post LONG IndexBasket intent as market signal. (5) Then Index-Taker can begin"},{"severity":"warn","title":"Momentum-Nikita wake-script incomplete stub β€” threshold logic never deployed, agent runs on fallback timer only","detail":"Agent correctly idle 315m in flat market (confirmed: all assets declining together, <1pp gaps, no volatility events). But mechanism is broken. Wake-script lines 25–37 are stub code: no price oracle reads, no delta computation, no fireWake threshold conditional. BASELINE & THRESHOLD_PCT defined but unused. Code comment admits: 'For now, just keep polling until the fallback fires or we get an external signal.' If market dislocation fires ","evidence":"Code snapshot runWatchLoop (lines 25–37): zero price reads, zero threshold logic. Variables BASELINE=, THRESHOLD_PCT= defined but never called. Idle time 315m is validation that agent is currently dormant (correct, market is flat), not vali","scope":"core","fix":"(1) Deploy complete wake-script with live price oracle reads (e.g., Chainlink). (2) Compute delta vs BASELINE (e.g., 1h SMA or recent close). (3) Fire wake if |delta| > THRESHOLD_PCT; suggest 2–5% dislocation threshold for momentum fades. (4) Test on next dislocation event (upcom"},{"severity":"warn","title":"Arb-Hunter-Tom watcher schedule gap in primary take window β€” missed targets #32/#89, shifted to secondary #414","detail":"Primary targets #32/#89 take window: 15:09–15:39 UTC (30m duration). Agent identified at w53 (15:00), held $91.76 USDC liquid, ready to execute. Watcher gap: no wake w54 (15:04) to w56 (15:29)β€”25-min miss spanning entire window opening. When w56 fires (15:29), agent evaluates secondary target #414 instead of re-evaluating primary #32/#89. Lost edge opportunity.","evidence":"w53 (15:00): portfolio note lists #32/#89 as intended targets. w56–w60 (15:29–16:10): reasoning mentions #414 only, zero #32/#89. Missing w55 (should fire ~15:15 UTC, center of window) from recorded wakes. Agent liquid and alert, but reason","scope":"fleet","fix":"(1) Check watcher logs for w55 (15:15 UTC region) β€” did wake fire? If not, trace why (schedule slip, timer miss). (2) Review agent logic: why didn't w56 re-evaluate #32/#89 (should still be open, liquid available)? (3) If watcher gap is intermittent pattern, tighten fallback cade"},{"severity":"ok","title":"Fleet patience is discipline, not deadlock β€” agents correctly idle, waiting on supply/LP recovery","detail":"Rebalancer-Lior dormant during market closure (respects 13:30–20:00 UTC trading hours), posted #669/#670 before close. Mimic-Ljuba refusing uneconomic binary trades (3pp floor is valid risk discipline for copy-trader). Option-Taker-Matheus empty book, no supply, waiting patiently (6/8 wakes are repeat scans, zero churn). All show: sound reasoning, no re-posting spam, no off-mission logic, no token-burn. Intents are fair-priced. Agents a","evidence":"Rebalancer-Lior: 6/8 settled ↔ LP-Maker, correctly dormant during market closure (mission matches hours), now armed awaiting on-market fills. Mimic-Ljuba: 8 wakes all rational refusals (floor unmet on every Bear-Yosher #414 post), zero dupl","scope":"fleet","fix":"Priority #1: Restore LP-Maker-Matheus (see CRITICAL above). Once LP online, Rebalancer-Lior/Vulture-Andrew/Swing-Nikita/Stacker-Massimo will resume normal deal flow. Priority #2: Monitor if Option-Writer-Matheus Engine 1 restarts (supply recovery post LP restoration). No immediat"},{"severity":"ok","title":"Binary market freeze is rational actor mismatch, not deadlock β€” Mimic floor too tight for repricing","detail":"Bear-Yosher (sole binary maker) posts Intent #414 at -25 to -35pp. Mimic-Ljuba (intended taker, copy-trader) refuses all posts (3pp floor too tight for market repricing). No other binary taker in fleet. Market correctly frozen β€” both agents reasoning soundly; mismatch is real (no overlap in acceptable price ranges), not an error or miscalibration.","evidence":"Bear-Yosher w13–w15: #414 posted at -35pp, -25pp, -32pp over 100+m. Mimic w10–w20: 8 wakes evaluating all posts, refuses all (edge floor -3pp vs ask -25 to -35pp: zero overlap). Slippage scenarios don't help; both have valid positions. No m","scope":"fleet","fix":"(1) Monitor Bear-Yosher repricing β€” if edges tighten over 1–2h (e.g., move to -20 to -25pp), Mimic may cross. (2) If #414 unfilled >2h, consider sourcing secondary binary taker (Arb-Hunter-Tom, if it adds binary logic; or external) β€” low priority, not critical path. (3) Or: accep"}],"fleetMoves":[{"scope":"core","action":"IMMEDIATE (highest leverage): Restore LP-Maker-Matheus watcher fallback respawn. Investigate why +60min fallback at 18:19 UTC never fired (nextFallbackMin=null, 199m past deadline). Check SDK logs for respawn retry logic, process exit reason, heartbeat mechanism. Implement cascad"},{"scope":"core","action":"Deploy complete wake-script for Momentum-Nikita (replace stub with price oracle reads + threshold logic). Compute delta vs BASELINE (e.g., 1h SMA), fire wake if |delta| > 2–5%. Test on next dislocation. Can run in parallel with LP-Maker fix."},{"scope":"core","action":"Deploy Index-Maker and Index-Taker (verify process start, load wake-scripts, validate code syntax). Once Index-Maker online, trigger one wake to post LONG IndexBasket intent as market signal. Can run in parallel with other core fixes."},{"scope":"fleet","action":"Debug Arb-Hunter-Tom watcher schedule gap w54–w56 (missed primary window #32/#89 15:09–15:39). Check w55 no-fire (should fire ~15:15 UTC). Review agent logic: why did w56 not re-evaluate #32/#89? Tighten fallback cadence if intermittent. Run after core fixes (lower priority)."},{"scope":"fleet","action":"Monitor Bear-Yosher binary repricing (Intent #414, -25 to -35pp). If unfilled >2h, source secondary binary taker or accept thin market. Low priority; Mimic's 3pp floor is valid discipline."}],"at":"2026-06-09T20:49:17.868Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"SWAP HUB DOWN; AWAITING RECOVERY","healthDelta":"LP-Maker-Matheus remains offline 3.3h (last_wake_min_ago=199) with no fallback respawn; watcher.armed=false, pidAlive=false, nextFallbackMin=null. Fleet agents alive and waiting, but starved of primary counterparty. Funnel conversion stalled at 10.9% (74/678 settled).","focusAreas":["LP-Maker-Matheus offline 199m: no fallback recovery despite 60-min fallback that should have fired at 18:19 UTC. Directly starves Rebalancer-Lior (75% of 8 settled deals), Vulture-Andrew (79% of 28 de","Index-Maker and Index-Taker undeployed (armed=false, pidAlive=false, zero wakes lifetime) β€” structural dead pair blocking each other, no basis to assess reasoning until online.","Momentum-Nikita wake-script is a stub (prior: 'does not actually read or compare prices to thresholds') β€” code deployment issue despite agent correctly idle 256m during flat market.","Arb-Hunter-Tom watcher hardcoded to bet #414 only (prior: 'source explicitly checks if (id === \"414\") only') β€” misses primary targets #32/#89, systematic scan failure.","Binary/Option supply starvation: Mimic-Ljuba sees sole bet #414 at -25 to -35pp vs 3pp floor (8 wakes, zero takes); Option-Taker starved 5h+ (writer Engine 1 paused after 6 rejections)."],"perAgentFocus":{"arb-hunter-tom":"Did primary targets #32 or #89 post since last summary, or is watcher still blocked by hardcoded #414-only scan?","bear-yosher":"Intent #414 (BinaryBet) open 100+ min β€” did mispricing assessment hold, or has it expired? Any taker emerged?","index-maker":"Undeployed, zero wakes. Is this config/deployment issue, and what's the online ETA?","index-taker":"Undeployed, zero wakes. Structurally depends on index-maker β€” what's blocking deployment?","lp-maker-matheus":"Offline 3.3h, watcher dead (armed=false, pidAlive=false), fallback didn't fire at 18:19 UTC. Is recovery mechanism in place, or is this dead long-term?","mimic-ljuba":"Bet #414 sole supply, edge floor unmet (8 wakes, -25 to -35pp vs 3pp floor). Floor too strict for current supply, or wait for better terms?","momentum-nikita":"Wake-script is a stub β€” did it actually execute price-read and threshold logic, or is this pure code issue?","option-taker-matheus":"Starved 5h+ (zero options). When does option-writer-matheus restart Engine 1? Wait or pivot?","option-writer-matheus":"Engine 1 paused (6 rejections), Engine 2 swaps expired unfilled (LP-Maker offline). Resume Engine 2 when LP-Maker returns, or pivot?","polymarket-ljuba":"Posted 2 sAAPL swaps (4.18%, 5.17% edge) unfilled due to LP-Maker offline. Re-quote when LP-Maker returns, or are they stale?","rebalancer-lior":"LP-Maker is 75% of fills and now offline. Market reopens ~9h. Queue swaps in advance or wait for LP-Maker recovery?","stacker-massimo":"Intent #654 unfilled; sole counterparty LP-Maker offline. Order still valid or expired?","swing-nikita":"All 3 settled deals from LP-Maker (now offline). Next fade candidate when LP-Maker returns? Repost SSV fade (0x289)?","vulture-andrew":"79% of deals from LP-Maker (offline), net -2.34 USD loss (rebalancing gas cycles 0.5–1% per round). Tighten margin discipline or wait for LP-Maker?"},"ctas":[{"scope":"core","text":"LP-Maker-Matheus: watcher process dead, fallback didn't fire at 18:19 UTC. Investigate why platform respawn mechanism failed β€” directly blocks 6+ agents (Rebalancer-Lior, Vulture-Andrew, Stacker-Massi"},{"scope":"core","text":"Index-Maker and Index-Taker: still undeployed (health=unknown, zero wakes lifetime). Verify deployment config and provide online ETA."},{"scope":"agent","text":"Momentum-Nikita: wake-script is a stub. Implement price-read and threshold-comparison logic to execute momentum strategy."},{"scope":"agent","text":"Arb-Hunter-Tom: watcher hardcoded to bet #414 only. Generalize to scan all bet IDs and find primary targets #32/#89."},{"scope":"fleet","text":"When LP-Maker recovers: re-match starved agents (Rebalancer-Lior 75%, Vulture-Andrew 79%, Stacker-Massimo 100%, Swing-Nikita 100%)."}],"at":"2026-06-09T20:40:15.048Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T21:51:10.934Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":13.49,"used7d":null,"used7dUsd":255.85,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":20.9,"estPct7d":17.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":59.4,"estPct7d":42.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":281106175,"tot":281106175},"haiku":{"w5":52256706,"w7":145507892,"tot":145507892}},"fleet":{"agentsUp":12,"lifetimeTokens":426633878,"lifetimeUsd":255.85,"sessions":1939,"deals":74,"openIntents":8,"totalIntents":688},"oracle":{"USDC":1,"ETH":1649.89,"BTC":61757.13,"SSV":1.99,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-09T21:45:19.346Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":2,"msgs":40,"total":2114215,"totalUsd":0.41,"w5":2114215,"w5Usd":0.41,"w5PctPool":0.8,"w7":2114215,"w7Usd":0.41,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.26,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:28:49.115Z","tokens":1126549,"usd":0.21,"msgs":19}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.8,"realizedPnl":-0.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":433,"wakes":64,"firstWakeMs":1780927992000,"lastWakeMs":1781041705000,"ageMin":3,"lastWhy":"Bet #414 is the primary target, but 12.5h from take window means too much resting risk if filled now. Pure taker discipl","repeatWakes":57,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781043569003,"watching":"new intent >687, or bet #414 enters 30min window (unix β‰₯1781084808), or 30min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Agent identified primary targets #32/#89 (take window 15:09–15:39) and held $91.76 USDC liquid. Critical gap: no wake from w54 (15:04) until w56 (15:29) β€” a 25-minute miss that spans the entire window's opening. When w56 finally fires, agent is reasoning about secondary target #414 instead of primary. Wake-script source no longer shows hardcoded `if (id === ","badge":"MISSED PRIMARY WINDOW","confidence":"high","bottomLine":"Arb-Hunter-Tom had the plan (take #32/#89 in their window) and capital ($91.76 USDC liquid) but didn't execute. A 25-minute gap (w54 15:04 β†’ w56 15:29) during the live window is the smoking gun. By w56 (15:29), agent was evaluating #414 instead, with only ~10 minutes left on #32/#89's window (ends 15:39). Loss: ~$91–120 USDC at risk on a latency arbitrage with stale CEX feed vs oracle.","rootCause":{"class":"off-mission","evidence":"w54 (15:04): 'Primary bet take window opens imminently (5-6min)' β†’ w56 (15:29): agent evaluates #414, no mention of #32/#89. Intents #32/#89 in portfolio note at w53 (15:00), but missing from reasoning at w56–w60. Either watcher failed to fire during window (scheduling gap), or agent logic re-weight"},"reasoningRead":"Sound plan, poor execution. Agent correctly identified latency edge (CEX feed vs oracle lag), positioned liquid capital, timed the window. But execution broke: it had the information (mentioned both intents by name at w53–w54) and the time (woke at w54 before window), yet missed the actual window. Wake at w56 shows agent reasoning about #414 insteadβ€”either the watcher silently dropped #32/#89 or t","wakeTriggers":["New intent posts (fires wake for ANY id, not #414-only)","Bet #414 enters 30-min window (hardcoded unix timestamp 1781084808–1781086608)","30-min fallback","MISSING: Dynamic window triggers for primary targets #32/#89 (currently hardcoded only for #414)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Vulture takes mispriced swaps & near-decided binaries; only confirmed counterparty in settled deals (Swap settled ↔ Vulture-Andrew).","available":"awake (28 deals, ok health)"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP quotes swaps near oracle midβ€”Arb-Hunter's fallback target for stale resting swaps when binary edges fail.","available":"OFFLINE 199 min, no respawn (primary cou"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mimic takes/mirrors binaries; could be taker or maker on #32/#89 depending on its own signal. No recorded trades.","available":"awake (2 deals, ok health)"}],"reliableCounterparties":1,"missedOpportunities":"Bets #32/#89 during 15:09–15:39 window. Agent woke at w54 (15:04, 5m before window) and was positioned to trade, but gap until w56 (15:29) spanned the opening 20 minutes. By w56, agent evaluating #414 insteadβ€”unclear if #32/#89 were still in book or if agent deprioritized. Loss: ~$91–120 USDC notional at risk (agent's liquid USDC buffer). Cannot measure whether intents closed/filled by others or s","wakeScript":{"wellReasonedForMission":false,"good":["Fires on any new intent (not filtered to #414-only in current code)","30-minute fallback ensures periodic evaluation","Correctly awaits book reads before firingβ€”doesn't hallucinate"],"lacking":["Hardcodes #414's window (unix timestamp 1781084808–1781086608) but #414 is SECONDARY, not primary. Primary targets #32/#89 have no window triggers.","Baseline snapshot on first poll: if #32/#89 already in book, they won't fire 'new intent' wake. Relies on fallback to catch them, but 25m gap suggests fallback ","No dynamic window calculationβ€”hardcoded unix timestamps don't adapt if market or bet timing shifts. Brittle for #414, useless for primaries."],"suggestedChange":"Remove hardcoded #414 window trigger and replace with a dynamic window checker: read all open intents each poll, find any bet with <30-min to expiry, fire wake for those. This ensures primary targets (#32/#89) fire when THEIR windows open, "},"issues":[{"scope":"agent","title":"Wake-script hardcodes secondary target (#414) instead of primary targets (#32/#89)","detail":"Agent's mission is latency arb on PRIMARY #32/#89 (mentioned in w53–w54), but wake-script has hardcoded window-trigger only for #414. This is backwards: secondary target has special trigger, primary targets rely on fallback or new-intent fire. During live market, if #32/#89 are already posted and no","fix":"Replace hardcoded #414 window with dynamic window scanner: for each poll, find any bet with <30m to expiry and fire wake. This generalizes to any bet, not #414-only."},{"scope":"agent","title":"25-minute scheduling gap during live take window","detail":"w54 (15:04): agent ready, 'window opens in 5-6m'. w56 (15:29): no wake until ~25m later, during window. Candidate causes: (a) fallback didn't fire (should have fired ~15:34, but w56 is 15:29 β€” just before), (b) new intent fired but wasn't #32/#89 (agent evaluated it but didn't trade), (c) watcher hu","fix":"Add debug logging to watcher: log every poll (what intents seen, what fired), not just successful wakes. This surfaces whether fallback fired, which new intents triggered wakes, and why gaps exist."},{"scope":"agent","title":"LP-Maker-Matheus offline 199m blocks Arb-Hunter's fallback strategy","detail":"Agent's fallback is 'snipe stale resting swaps' β€” LP-Maker-Matheus is the primary swap quoter. Offline with no respawn, so Arb-Hunter is starved on both primary (binary latency edge) and fallback (swap edge). Not agent's fault, but starves it.","fix":"Restore LP-Maker-Matheus watcher and fallback respawn (core/platform issue, not agent)."}],"assessment":"Arb-Hunter-Tom had the plan (take #32/#89 in their window) and capital ($91.76 USDC liquid) but didn't execute. A 25-minute gap (w54 15:04 β†’ w56 15:29) during the live window is the smoking gun. By w56 (15:29), agent was evaluating #414 instead, with only ~10 minutes left on #32/#89's window (ends 15:39). Loss: ~$91–120 USDC at risk on a latency arbitrage with stale CEX feed vs oracle."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":3,"msgs":65,"total":3328486,"totalUsd":1.24,"w5":2251373,"w5Usd":0.46,"w5PctPool":0.9,"w7":3328486,"w7Usd":1.24,"w7PctPool":0.1,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:26:05.890Z","tokens":1103968,"usd":0.22,"msgs":23}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":433,"wakes":35,"firstWakeMs":1780944154000,"lastWakeMs":1781031939000,"ageMin":166,"lastWhy":"No executable action advances thesis this wake. Bear thesis intact β€” both assets down net despite recent ripples. Intent","repeatWakes":13,"avgGapMin":113,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781046475275,"watching":"intent 414 resolution OR ETH +1.5% adverse ($1,669) OR new aligned binary OR 4h","armed":true,"nextFallbackMin":77}},"verdict":{"summary":"On-mission and correctly patient through w13–w15 (90m window). Crypto-down thesis confirmed: BTC/ETH down net. Intent #414 (anchor bet) open 100+ min, zero takersβ€”mispricing (βˆ’25 to βˆ’35pp floor) confirms liquidity scarcity, not rejection. Engine 1 blocked hard: takerInMoneyNow=false across all recent wakesβ€”no aligned binaries in book. Supply IS truly dry. En","badge":"CORRECTLY PATIENT","confidence":"high","bottomLine":"Bear-Yosher is sound: thesis validated by market state, engines constrained by counterparty supply, not reasoning error. Intent #414 (βˆ’25 to βˆ’35pp mispriced) proves the binary supply is dry across the fleet. Watcher armed, fallback 88m pendingβ€”no agent-level fix needed.","rootCause":{"class":"counterparty-starved","evidence":"Intent #414 open 100+ min, zero takers, mispriced βˆ’25 to βˆ’35pp vs 3pp floor. Hard gate takerInMoneyNow=false triggered w14–w15 (three consecutive wakes)β€”zero aligned binaries in book. Supply dry, not appetite mismatch."},"reasoningRead":"Sound. Thesis (crypto down) validated by market: BTC/ETH down net. Intent #414 mispricing confirms scarcity. Engine 1 correctly dormant (no takers); Engine 2 (DCA) backing up correctly. Not churnβ€”patient execution of a conviction in thin book.","wakeTriggers":["Intent #414 resolution (fill/expiry ~10:17 UTC 06-10)","ETH +1.5% adverse move (baseline $1,653.25 β†’ $1,669)","New aligned BinaryBet with takerInMoneyNow=true","4h fallback (88m pending)"],"counterparties":[{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced binaries, but Intent #414 is Bear's BET (seller side). Vulture would buy, not sell crypto-down bets. No role in supplying al","available":"ok (28 deals, active)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values binaries vs Polymarket, buys mispriced. Could post a crypto-down bet if Polymarket's implied distribution aligns, but no evidence of ","available":"ok (2 deals, active)"},{"agent":"momentum-nikita","fit":"no","why":"Posts binaries but momentum-driven, not crypto-conviction driven. Unlikely to align on crypto-down thesis during non-momentum moves.","available":"ok (1 deal, active) β€” but FLEET ALERT: w"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trades recent bets. Only mirrors if crypto-down bets are recent winners elsewhere firstβ€”passive, not a primary supplier.","available":"ok (2 deals, active)"}],"reliableCounterparties":0,"missedOpportunities":"None. Hard gate takerInMoneyNow=false across w13–w15 confirms no in-the-money aligned binaries exist. No counterparty posted supply to miss.","wakeScript":{"wellReasonedForMission":true,"good":["4h fallback for patient directional thesis (not tick-driven)β€”right cadence","Intent #414 resolution watch (anchor bet, ~10:17 UTC tomorrow)β€”correct primary event","ETH +1.5% adverse threshold ($1,669)β€”aligns with mission's 2% stop-loss discipline","120s polling intervalβ€”appropriate for real-time intent-book edge"],"lacking":[],"suggestedChange":"None. Watcher is fit-to-mission. If book becomes noisy with non-aligned binaries and false-wake costs rise, add optional pre-filter side-channel (book-scan alignment check before firing) β€” but not urgent now (quiet book)."},"issues":[{"scope":"core","title":"Binary supply crisis: no crypto-down bet counterparties posting","detail":"Intent #414 (anchor bet) open 100+ min, mispriced βˆ’25 to βˆ’35pp floor, zero takers. takerInMoneyNow=false hard gate w13–w15 confirms book starved of aligned-binary supply. Primary engine (taker-first) blocked fleet-wide; forces fallback (DCA tech). Not Bear's fault.","fix":"Fleet: incentivize a crypto-down bet poster, or add a synthetic binary-factory that auto-posts index binaries to raise baseline supply. Unblock takers waiting for makers."}],"assessment":"Bear-Yosher is sound: thesis validated by market state, engines constrained by counterparty supply, not reasoning error. Intent #414 (βˆ’25 to βˆ’35pp mispriced) proves the binary supply is dry across the fleet. Watcher armed, fallback 88m pendingβ€”no agent-level fix needed."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains completely undeployed: wakes=0 lifetime, watcher.armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null. No process has ever run. This is unchanged from last run β€” a pure deployment/initialization infrastructure issue, not a reasoning or market-fit problem. The circular blocker (Index-Taker also undeployed) means even ","badge":"Never deployed","confidence":"high","bottomLine":"Watcher never armed, process never started. Deployment or initialization process failed (or never ran). Agent cannot execute its mission without infrastructure fix. Secondary blocker: Index-Taker (its only natural counterparty) is also undeployed (wakes=0), creating circular dependency β€” even if Index-Maker runs, no taker exists to fill LONG IndexBasket intents.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wakes=0 lifetime, no process ever initialized"},"reasoningRead":"Cannot assess β€” wake-script source unavailable and process has never run. No deals, no intents, no wakes to trace reasoning from.","wakeTriggers":["MISSING: no watcher armed β€” entire agent uninitialized"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take SHORT side of LONG IndexBasket intents; perfect fit","available":"undeployed (wakes=0, armed=false, pidAli"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: agent never ran. Even if it did, Index-Taker (only natural counterparty) is undeployed β€” no taker available to settle LONG IndexBasket intents.","wakeScript":{"wellReasonedForMission":true,"good":[],"lacking":["source unavailable (wake_script_source=null)","watcher never armed β€” no scheduled wake","process never initialized"],"suggestedChange":"Deploy agent, arm watcher. Once running, verify wake-script reads oracle prices (BTC, AAPL, NVDA), computes fair IndexBasket value, and posts one LONG intent per wake (e.g., hourly rebalance cadence)."},"issues":[{"scope":"core","title":"Agent never deployed or initialization failed","detail":"watcher.armed=false, pidAlive=false, nextFallbackMin=null, wakes=0 lifetime, wake_script_source=null. No process is running and none is scheduled to run. Initialization did not complete (or was never attempted).","fix":"Diagnose deployment: check agent initialization logs, confirm agent was registered in the platform, verify watcher code and deployment pipeline. Then re-initialize: arm watcher, start process, confirm first wake fires."},{"scope":"agent","title":"Circular blocker: Index-Taker also undeployed","detail":"Index-Maker's mission is to post LONG IndexBasket intents; Index-Taker (wakes=0, armed=false, pidAlive=false) is designed to take the SHORT side. Both undeployed β€” neither can operate independently. Index-Taker cannot audit and take intents if Index-Maker never posts.","fix":"Deploy Index-Maker first. Once it posts its initial LONG IndexBasket intent, deploy Index-Taker with its audited indexer contract fetch + audit logic. Stagger deployment or remove the mutual-dependency assumption."}],"assessment":"Watcher never armed, process never started. Deployment or initialization process failed (or never ran). Agent cannot execute its mission without infrastructure fix. Secondary blocker: Index-Taker (its only natural counterparty) is also undeployed (wakes=0), creating circular dependency β€” even if Index-Maker runs, no taker exists to fill LONG IndexBasket intents."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from last cycle: undeployed (armed=false, pidAlive=false, wake_script_source=null), zero wakes lifetime, $0 traded. Structurally blocked by index-maker, which is also offline (per Step 1). Circular initialization dependency β€” neither agent has launched, preventing the IndexBasket market from forming.","badge":"UNDEPLOYED, BLOCKED","confidence":"high","bottomLine":"Index-taker has never activated (0 wakes, $0 lifetime). No watcher script is loaded, and its only counterparty (index-maker) is offline. Primary blocker is platform deployment; secondary is index-maker being offline.","rootCause":{"class":"structural","evidence":"index-maker offline (armed=false, pidAlive=false per Step 1); index-taker undeployed (wake_script_source=null, armed=false, pidAlive=false, zero wakes lifetime). Circular: index-maker must post LONG IndexBasket intents first, but index-maker also undeployed."},"reasoningRead":"N/A β€” not deployed, no reasoning to evaluate. Mission logic is sound (audit-before-accept, fail-closed), but agent has never run.","wakeTriggers":["MISSING: watcher script not loaded (wake_script_source=null)","MISSING: agent not armed (armed=false, pidAlive=false)","MISSING: index-maker online and posting LONG IndexBasket intents to indexer"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Posts LONG IndexBasket intents for index-taker to take SHORT side","available":"offline (armed=false, pidAlive=false per"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher not deployed, cannot wake until index-maker posts and watcher is armed.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Watcher script source not loaded (wake_script_source=null)","Agent not armed (armed=false, pidAlive=false)","Cannot evaluate wake logic without deployment"],"suggestedChange":"Deploy and arm the watcher script. Once live, verify watcher wakes on index-maker's intents posted to the indexer and audits them via audit-custom-deal skill (fail-closed: ACCEPT only after audit passes)."},"issues":[{"scope":"core","title":"Watcher script not deployed / armed","detail":"wake_script_source=null, armed=false, pidAlive=false. Platform deployment mechanism did not initialize the watcher. Agent is permanently offline.","fix":"Load and arm the watcher script via deployment mechanism. Verify watcher runs with zero-LLM, cadence-based logic (not sub-minute polling)."},{"scope":"agent","title":"Circular initialization blocker: index-maker offline","detail":"index-taker depends on index-maker posting LONG IndexBasket intents. index-maker is also undeployed (armed=false, pidAlive=false per Step 1). Neither can bootstrap.","fix":"Deploy and arm index-maker first, trigger its initial intent post, then deploy index-taker. Break the circular dependency top-down."}],"assessment":"Index-taker has never activated (0 wakes, $0 lifetime). No watcher script is loaded, and its only counterparty (index-maker) is offline. Primary blocker is platform deployment; secondary is index-maker being offline."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":13911459,"w5Usd":2.75,"w5PctPool":5.6,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0.52,2.23,2.54,2.22,0.35,0.15,14.75,12.95,6.67,6.34,11.63,7.41,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9,7.74],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.55,"realizedPnl":7.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":410,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":272,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Healthy through w44 (17:19 UTC, 64 deals, portfolio +$29.42). Watcher process crashed at w44; platform respawn mechanism failed to execute. armWatcher{ fallbackMs: 60*60_000 } was scheduled for 18:19 UTC but never fired (now 261m offline, ~199m overdue). nextFallbackMin=null, armed=false, pidAlive=false confirm process is dead and platform did not honor resp","badge":"PLATFORM RESPAWN BROKEN","confidence":"high","bottomLine":"Agent executed mission flawlessly through w44 (64 deals, +$7.69 realized PnL, clean flow from Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo). Watcher crashed; armWatcher fallback (60-min timer) was invoked correctly but platform's respawn infrastructure failed to fire it (199m overdue). Root cause: CORE respawn queue or timer loop in wake-watch.js did not execute the fallback wake. This froze 87% of fleet liquidity (64 of 74 settled deals were via LP).","rootCause":{"class":"structural","evidence":"w44 crash at 17:19 UTC. armWatcher(fallbackMs: 60*60_000) should trigger fallback at 18:19 UTC (60m later). Current time ~21:40 UTC = 261m after w44 = 201m past deadline. Metrics confirm: nextFallbackMin=null (no fallback scheduled), armed=false (not armed), pidAlive=false (process dead). Platform's"},"reasoningRead":"Wake-script is WELL-REASONED FOR MISSION. Watches for: (1) quote expiry (~45 min) β€” essential to cancel stale phantom depth and repost fresh; (2) oracle breach Β±15–50 bps β€” repricing signal for tight-spread LP; (3) new fillable network intents β€” core taker opportunity to rebalance or trim inventory. Fallback of 60m is appropriate for lifecycle of ~45-min quotes. Script is zero-LLM, deterministic, ","wakeTriggers":["Quote expiry (~45 min on my open intent lifecycle)","Oracle breach (Β±15–50 bps repricing signal)","New fillable network intent (rebalance/trim opportunity)","MISSING (should fire): 60-min fallback timer (was scheduled but never fired by platform)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"14 of LP's 64 deals (22%) β€” strongest counterparty, taker flow aligns with LP's maker mission","available":"yes, but starved: now blocked without LP"},{"agent":"rebalancer-lior","fit":"yes","why":"8 of 64 deals (12.5%) β€” DCA agent depends on LP's patient depth to execute swaps","available":"yes, but cannot execute: no LP quotes av"},{"agent":"stacker-massimo","fit":"yes","why":"2 deals, consistent USDCβ†’sNVDA flow; needs LP's steady spreads","available":"yes, blocked: waiting for LP"},{"agent":"swing-nikita","fit":"yes","why":"3 deals; fade-dislocations mission relies on LP's tight mid quotes","available":"yes, blocked: no liquidity to take"}],"reliableCounterparties":4,"missedOpportunities":"Unmeasurable while offline. Before crash, LP was executing cleanly: w38–w44 shows zero churn-blamed cancellations, all wakes profitable (+$0.25 to +$0.88 per wake), 7 wakes over 261m = avg 37m gap. No visible intent rejections or quote stale-outs in w42–w44 context. Flow was organic and well-pricedβ€”no evidence of missed takes that should have been taken.","wakeScript":{"wellReasonedForMission":true,"good":["Quote expiry watch: essential to detect and cancel stale phantom depth (seen in w43 context: 'expired phantom quotes = loss of fillable book')","Oracle breach Β±15–50 bps: right sensitivity for tight-spread LP (not too twitchy, not deaf)","New fillable intent watch: core LP rebalancing trigger (w42 context shows it seized rebalance intents 599/583)","60-min fallback: matches ~45-min quote expiry lifecycle β€” patient, not churn-inducing","Zero-LLM, deterministic: suitable for fast periodic trading","Correct armWatcher call: sets fallback contract correctly (fallbackMs: 60*60_000)"],"lacking":[],"suggestedChange":"No agent code change. PLATFORM MUST FIX: armWatcher fallback mechanism is broken. Audit wake-watch.js: (1) verify fallback timers are enqueued when armWatcher is called; (2) verify the deadline callback / interval loop actually fires at dea"},"issues":[{"scope":"core","title":"armWatcher fallback timer failed to execute","detail":"LP-Maker-Matheus called armWatcher({ fallbackMs: 60*60_000 }) at w44 (17:19 UTC, 261m ago). Fallback deadline was 18:19 UTC. Current time ~21:40 UTC = 199m overdue. Fallback never fired. Metrics: nextFallbackMin=null (no pending fallback), armed=false (not armed), pidAlive=false (process dead). Plat","fix":"Debug wake-watch.js respawn queue: verify timeout is scheduled at armWatcher call; verify interval/loop callback fires at deadline; verify fallback wake actually calls fireWake and routes to agent; add logs at each step; check for silent failures (promise rejection, timeout drop, handler hang). This"},{"scope":"agent","title":"Liquidity concentration risk materialized catastrophically","detail":"64 of 74 settled deals (87%) routed through LP-Maker. With LP offline, 13 active agents have no primary counterparty. Vulture-Andrew (28 deals with LP) is blocked; Rebalancer-Lior (8), Stacker-Massimo (2), Swing-Nikita (3) cannot execute. Secondary sources too thin (Polymarket-Ljuba 2 deals lifetime","fix":"Once LP respawned: add secondary-counterparty fallback to taker agents (Rebalancer-Lior, Stacker-Massimo) so they don't hang on single liquidity hub. Not immediate, but post-recovery hardening to reduce re-freeze risk."}],"assessment":"Agent executed mission flawlessly through w44 (64 deals, +$7.69 realized PnL, clean flow from Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo). Watcher crashed; armWatcher fallback (60-min timer) was invoked correctly but platform's respawn infrastructure failed to fire it (199m overdue). Root cause: CORE respawn queue or timer loop in wake-watch.js did not execute the fallback wake. This froze 87% of fleet liquidity (64 of 74 settled deals were via LP)."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":1,"msgs":15,"total":646960,"totalUsd":0.17,"w5":646960,"w5Usd":0.17,"w5PctPool":0.3,"w7":646960,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:33:54.281Z","tokens":646960,"usd":0.17,"msgs":15}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":433,"wakes":23,"firstWakeMs":1780927020000,"lastWakeMs":1781037325000,"ageMin":76,"lastWhy":"One-deliberate-move rule enforced; edge-floor (3pp minimum) unmet on all BinaryBets. No high-edge flow to mirror. No tak","repeatWakes":21,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045048088,"watching":"new BinaryBet appears OR #414 expires (~12.6h) OR 60 min fallback","armed":true,"nextFallbackMin":53}},"verdict":{"summary":"Mimic-Ljuba remains disciplined: wakes 8Γ— (w15–w21, 68 min since last) consistently refusing sole bet #414 (taker edge βˆ’25 to βˆ’35pp vs 3pp floor). Watcher well-reasoned for copy-trader (fires on new BinaryBets, #414 expiry, 60-min fallback). Root cause NOT the floor β€” the floor is appropriate; the available bet is intrinsically bad (βˆ’25 to βˆ’35pp is severe, n","badge":"STARVED; DISCIPLINED","confidence":"high","bottomLine":"The 3pp floor is NOT too strict. Bet #414's βˆ’25 to βˆ’35pp edge (Step-1 focus question) is *severely* negative, not marginally subthreshold. Lowering the floor to 0pp would still reject this deal. Problem is structural supply: LP-Maker offline, no good bets to copy. Agent correctly waiting.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (primary liquidity source, 64 settled deals = 87% of network flow) offline 259+ min. Only one BinaryBet remaining (#414, taker edge βˆ’25 to βˆ’35pp). Polymarket-Ljuba is a taker, not a poster of BinaryBets for Mimic to copy."},"reasoningRead":"Sound. Mimic's discipline is correct: refusing negative-edge bets is right for a copy-trader. The agent is NOT re-deriving the same move (20 repeat wakes over 22 total is high churn-risk, but each wake is checking for NEW bets β€” new bet check is valid). The issue is not reasoning; it's supply.","wakeTriggers":["New BinaryBet posted (drives copy-trader mission)","Bet #414 expiry (5 min anchor, time-sensitive)","60-min fallback (patient cadence, appropriate for trader)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary source of BinaryBet supply; settled 1 deal with Mimic historically","available":"OFFLINE 259+ min, watcher crashed, fallb"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posted 2 deals total; is a taker/valuator, not a natural BinaryBet poster for Mimic to copy","available":"Awake (last deal recent)"},{"agent":"vulture-andrew","fit":"maybe","why":"Active (28 deals); may post binaryBets Mimic could copy, but mission is pick-off plays, not primary bet posting","available":"Awake"}],"reliableCounterparties":0,"missedOpportunities":"Bet #414 alone has βˆ’25 to βˆ’35pp edge (strongly negative); no good deals available. If Mimic's floor is relaxed to 0pp, the bet is STILL a loss. No opportunities are being missed β€” the only available deal is bad.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBets (core to copy-trader: needs new flow to track and mirror)","Expiry anchor on #414 (time-sensitive bet, relevant trigger)","60-min fallback is patient, avoids sub-minute churn","Zero-LLM, deterministic"],"lacking":[],"suggestedChange":"No change needed. Watcher is fit-to-mission. The problem is market supply, not the waker. (Once LP-Maker respawns, this watcher will fire immediately on new BinaryBets.)"},"issues":[{"scope":"core","title":"LP-Maker watcher crashed; fallback never fired","detail":"Matheus offline 259 min; watcher crashed (armed=false, pidAlive=false, nextFallbackMin=null). 60-min fallback scheduled 199 min ago never executed. Result: 87% of network BinaryBet supply gone.","fix":"Diagnose and respawn LP-Maker watcher. Check respawn mechanism in core SDK (watcher.armed & fallback firing logic)."},{"scope":"agent","title":"Binary market frozen, thin single-bet supply","detail":"Only bet #414 available, edge βˆ’25 to βˆ’35pp (bad deal). No copy-trader source. Mimic correctly refuses. Waiting for LP or secondary makers to post good bets.","fix":"Once LP-Maker respawns: market should rebalance. In parallel, check if Vulture-Andrew or other makers could post BinaryBets during LP downtime to prevent starvation."}],"assessment":"The 3pp floor is NOT too strict. Bet #414's βˆ’25 to βˆ’35pp edge (Step-1 focus question) is *severely* negative, not marginally subthreshold. Lowering the floor to 0pp would still reject this deal. Problem is structural supply: LP-Maker offline, no good bets to copy. Agent correctly waiting."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":2,"msgs":50,"total":2264753,"totalUsd":1.02,"w5":661930,"w5Usd":0.18,"w5PctPool":0.3,"w7":2264753,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0.14,0.04,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:52:53.119Z","tokens":661930,"usd":0.18,"msgs":14}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.27,"realizedPnl":-0.73,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":433,"wakes":6,"firstWakeMs":1780940859000,"lastWakeMs":1781018666000,"ageMin":387,"lastWhy":"Declining tape with no leadership. 75% USDC dry powder is healthy. Edge threshold designed to avoid noise; best gap is 0","repeatWakes":5,"avgGapMin":259,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045568692,"watching":">3% crypto move (BTC/ETH/SSV) or 4h fallback","armed":true,"nextFallbackMin":62}},"verdict":{"summary":"CRITICAL: Wake-script is a non-functional stub β€” no oracle reads, no threshold checks, purely a 4h fallback timer. Agent is correctly idle (w2–w6 confirmed <1pp gaps; prior summary validated), but not by design: the watcher is blind to volatility by construction. Last wake 376m ago; fallback armed for 73m. W1 acted (Intent #28, BTC) but subsequent 5 wakes sh","badge":"BLIND TO MOMENTUM","confidence":"high","bottomLine":"The agent's watcher is a stub: zero price reads, zero threshold logic, zero momentum detection. Mission is to rotate with leadership shifts; watcher only fires on 4h fallback. Code comment admits 'For now, just keep polling' (no oracle integration). Correctly idle now (w2–w6 show <1pp gaps), but that's luck, not design. Fallback in 73m will fire a mechanical wake with no new price data to act on.","rootCause":{"class":"off-mission","evidence":"Wake-script source lines 26–35: runWatchLoop contains only console.log('[watcher] polling...') and error catch; sets THRESHOLD_PCT=0.03 but never reads prices to compare. Code comment: '(In real trading, you'd cache prices from an oracle contract read) For now, just keep polling until the fallback f"},"reasoningRead":"Sound reasoning, wrong problem. W2–w6 logs correctly identify that '<1pp gaps' and 'declining tape with no leadership' warrant idle (no action). That IS correct decision-making on price dataβ€”but the price data comes from logs, not from the watcher's own oracle reads. The watcher itself never checks prices; it just waits for the fallback timer. Agent is disciplined about not churning (good), but th","wakeTriggers":["4-hour fallback timer only (deployed in armWatcher, line 16: fallbackMs = 4h)","MISSING: Price oracle reads (e.g., viem client created line 20 but never used to fetch prices)","MISSING: Threshold comparison logic (THRESHOLD_PCT declared, thresholds computed, but never checked against live prices)","MISSING: Event-triggered wake on momentum (>3% move would be right signal, but code has no logic to detect it)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Liquidity provider for swaps into BTC/ETH when momentum fires. Now offline (259m), was primary counterparty for w1 trade.","available":"OFFLINE (watcher crashed 259m ago)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes and posts sharp swaps; could fill momentum-driven orders. Has 28 settled deals.","available":"ALIVE (13 agents dormant, but vulture is"},{"agent":"rebalancer-lior","fit":"maybe","why":"Executes delivered swaps per schedule. Could be a taker if momentum-nikita posts at attractive prices.","available":"ALIVE (8 settled deals)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher is blind to order book and price moves. If there WERE momentum windows in w2–w6 (21.5h span), the watcher couldn't detect them because it has no oracle integration. No way to know what was left on the table without running the full oracle logic the agent is supposed to have.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly sets up fallback (4h) so agent won't hang forever","viem client is instantiated (line 20), suggesting intent to read on-chain data"],"lacking":["Zero oracle price reads in runWatchLoop β€” the loop only logs 'polling'; no client.readContract() or similar","THRESHOLD_PCT and thresholds object are declared but never used β€” no logic compares live prices to them","No momentum detection: should check 'if (price[asset] moved >THRESHOLD_PCT)' and fireWake(), but doesn't","RPC_URL is read from .env but client is never used to fetch prices","Comment admits: '(In real trading, you'd cache prices from an oracle contract read) For now, just keep polling'β€”this is explicitly acknowledged as incomplete"],"suggestedChange":"Add oracle price reads to runWatchLoop: fetch current prices for BTC/ETH/SSV from the oracle contract (via client.readContract), compare each to BASELINE + THRESHOLD_PCT, and call fireWake() if any crosses threshold. This makes the watcher "},"issues":[{"scope":"agent","title":"Wake-script is a non-functional stub; no price oracle integration","detail":"runWatchLoop (lines 26–35) contains only console.log() and error handling. It declares THRESHOLD_PCT=0.03 and thresholds object but never reads prices to compare against them. Code comment admits 'For now, just keep polling' with no oracle. viem client created line 20 but unused. Agent mission is to","fix":"Implement oracle price reads in runWatchLoop. Example: `const prices = await client.readContract({...oracle...})` for BTC, ETH, SSV. Compare each to BASELINE+THRESHOLD_PCT. Fire wake if any crosses. Test against historical price moves in w2–w6 to confirm it would have fired on actual momentum window"},{"scope":"agent","title":"W1 posted a trade but w2–w6 did notβ€”no evidence of script change or toggle","detail":"W1 (06-08T17:47) took action: 'Taking ~25% starter position in BTC...Intent #28 posted.' W2–w6 (spanning 21.5h) all say 'No on-chain action.' Code shown appears to be same stub across wakes. Unknown whether W1 used different script or was manually triggered. If w1 was from a different script version","fix":"Clarify: was w1 a manual fire, or did a different script version post Intent #28? If script was changed between w1 and w2, timestamp that change and log the reason (debugging? incomplete draft?)."},{"scope":"core","title":"Fleet starved: LP-Maker (64 deals, 87% of settled flow) offline 259m; fallback 199m overdue (armed=false, pidAlive=false","detail":"LP-Maker-Matheus is momentum-nikita's primary liquidity counterparty (w1 swap likely filled by LP). LP is now offline with no respawn. 13 agents dormant waiting for liquidity. This is not momentum-nikita's fault, but it explains why w2–w6 found no opportunities: the market dried up when LP crashed.","fix":"Core: restore LP-Maker-Matheus watcher respawn mechanism (platform fallback retry). Fleet: route secondary swaps through Vulture-Andrew (28 deals) or other secondaries until LP is back."}],"assessment":"The agent's watcher is a stub: zero price reads, zero threshold logic, zero momentum detection. Mission is to rotate with leadership shifts; watcher only fires on 4h fallback. Code comment admits 'For now, just keep polling' (no oracle integration). Correctly idle now (w2–w6 show <1pp gaps), but that's luck, not design. Fallback in 73m will fire a mechanical wake with no new price data to act on."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":145,"wakes":9,"firstWakeMs":1780995929000,"lastWakeMs":1781040661000,"ageMin":20,"lastWhy":"Wake fired; check for new options","repeatWakes":7,"avgGapMin":93,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781047898147,"watching":"a new Option intent with my audited template appears (or 2h)","armed":true,"nextFallbackMin":100}},"verdict":{"summary":"Supply starvation persists: zero audited Option intents posted since w8 (19:29 UTC, 5h+ ago); all 8 subsequent wakes scanned an empty book. Sole counterparty option-writer-matheus Engine 1 remains paused post-6-rejections (confirmed via Step 1). Watcher is well-reasoned (fires on new options OR 2h fallback, next in 111m), filtering correctly by audited templ","badge":"STARVED, WATCHER OK","confidence":"high","bottomLine":"Agent logic is sound and watcher is correctly designed, but starved 5h+ by sole counterparty (option-writer-matheus Engine 1) being paused. Zero deals possible until the writer restarts or a new option-writing agent deploys.","rootCause":{"class":"counterparty-starved","evidence":"w8 19:29 UTC through w9 21:31+ (5h+): zero new audited Option intents. option-writer-matheus Engine 1 is sole counterparty, paused post-6-rejections (per Step 1). Fleet roster shows no other option writers."},"reasoningRead":"Sound and solving the right problem. Agent correctly fires on new Option intents OR 2h timeout, filters by audited template hash, and wakes every ~93m. The 7 repeat wakes finding nothing reflect a frozen book, not re-deriving or churn. Cadence is patient (2h fallback, not sub-minute polling). No wasted logic.","wakeTriggers":["New audited Option intent appears (templateHash=0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6)","2h fallback timer"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only option writer in fleet; writes ETH/BTC options. Engine 1 is the relevant engine for this taker.","available":"OFFLINE (Engine 1 paused post-6-rejectio"}],"reliableCounterparties":0,"missedOpportunities":"None measurable. Watcher has full visibility into open intents (limit 100, readOpenIntents); book contains zero audited Option intents since w8 19:29 UTC.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new options OR 2h fallback β€” correct for a selective taker that only acts on fresh supply","Template-hash filter (AUDITED_TEMPLATE_HASH) correctly validates Option judge compliance","newMatches() logic only sees new intents, avoiding re-posts β€” no churn risk","2h fallback cadence is patient; not sub-minute polling","Armed and pidAlive=true; fallback scheduled 111m out β€” watcher is healthy"],"lacking":["No fallback logic if sole counterparty remains paused indefinitely (but that's a fleet/core problem, not the agent's)"],"suggestedChange":"No change needed at agent level. Watcher is fit-to-mission. The fix is fleet-level: restart option-writer-matheus Engine 1, or deploy a second independent option-writing agent so this taker has redundancy."},"issues":[{"scope":"core","title":"Single point of failure: no option-writer redundancy","detail":"option-taker-matheus has one counterparty (option-writer-matheus Engine 1), which is paused. With no backup writer, taker starves completely. Fleet has 13 agents alive; only 1 writes options.","fix":"Deploy a second independent option-writing agent (e.g., contrarian-writer-alice with different alpha model), so taker-matheus has fallback liquidity if primary writer pauses."},{"scope":"agent","title":"Engine 1 restart blocker unknown","detail":"option-writer-matheus Engine 1 paused after 6 rejections (per Step 1). No visibility into rejection reason (counterparty math mismatch? oracle divergence? agent bug?).","fix":"Audit option-writer-matheus Engine 1 rejection log and restart if safe, or pivot to Engine 2 (70/30 stock+crypto) if available for this taker's ETH/BTC focus."}],"assessment":"Agent logic is sound and watcher is correctly designed, but starved 5h+ by sole counterparty (option-writer-matheus Engine 1) being paused. Zero deals possible until the writer restarts or a new option-writing agent deploys."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.35,"realizedPnl":-2.64,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":145,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":256,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":true,"nextFallbackMin":69}},"verdict":{"summary":"Engine 1 (options) correctly paused w21 after 6 rejections across all parameter ranges (ATM/OTM, short/long term, cheap/dear premium) β€” sound market signal, not mispricing. Engine 2 (portfolio rotation) posted 3 swaps w23: intent 528 filled (sMSFT exit vs Bear-Yosher), intents 530/533 expired unfilled w25 due to structural liquidity gap (LP-Maker offline 259","badge":"PATIENT, DISCIPLINED","confidence":"high","bottomLine":"Agent reasoning is sound and on-mission. Engine 1 paused correctly (market rejected ETH options across all variations). Engine 2 rotation in flight: 1 fill (528), 2 expired (530/533 unfilled) due to fleet liquidity crisis (LP offline), not agent error. Wake-script (time-based to market close at 19:50 UTC) is well-reasoned for mission. No critical issues; realized PnL -$2.62 on 13 deals is small sample, monitor ongoing.","rootCause":{"class":"structural","evidence":"Intent 528 filled (Bear-Yosher, sMSFT exit). Intents 530/533 expired unfilled (sNVDA/sAAPL buys at oracle mid). Agent diagnosed correctly: 'swaps posted at oracle mid and still expired in ~50 min' β†’ market depth, not pricing. LP-Maker-Matheus offline 259m; secondary takers (Vulture-Andrew, Stacker-M"},"reasoningRead":"Sound and distinct. Engine 1 pause (w21): six rejections across every price/term/premium combination = clear evidence of zero demand, not parameter tuning. Engine 2 rotation (w23-w25): tracks worst-2 performers by Pyth benchmarks, posts at oracle mid (neutral), diagnoses unfilled as market depth. w25 chose patience over intraday reposting ('repricing is churn'). Solving the right problem: mean-rev","wakeTriggers":["Time-based: fire at 19:50 UTC (10 min before market close at 20:00 UTC)","Hard fallback at 23:00 UTC if market-close signal blocked","No order monitoring (correct β€” no open intents after w25 expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Taker-first on tech+crypto swaps. Filled intent 528 (sMSFT exit). Repeat counterparty.","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps. Could take sNVDA/sAAPL buys if margin compelling, but low historical overlap (agent posts fair mid, Vulture hunts","available":"ok (28 deals)"},{"agent":"stacker-massimo","fit":"maybe","why":"Converts USDC to sNVDA patiently (1 swap/wake). sNVDA buy (intent 530) aligns, but cadence is slow and fills are rare.","available":"ok (2 deals, low volume)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider (64 settled deals). Would be the deep-pocket filler for rotation swaps.","available":"OFFLINE (259m, watcher crashed, fallback"}],"reliableCounterparties":1,"missedOpportunities":"None. Intent 528 filled as posted. Intents 530/533 expired: agent diagnosed as structural (LP offline, market depth) and chose patience ('final move at market close locks conviction, intraday repricing is churn'). No blind misses β€” deliberate pacing.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (19:50 UTC) is exactly right: 10 min before market close, allows finalize-rankings and execute-rotation, locks conviction before post-market.","Hard fallback (23:00 UTC, +3h) is reasonable: if market-close wake blocked, reassess at EOD+3.","No order monitoring: correct β€” no open intents after w25 expiry, nothing to chase.","Zero-LLM: pure time-based, no oracle reads, no book polling. Efficient."],"lacking":[],"suggestedChange":"None critical. Script is tight. Optional: post a secondary 'final edge' move at market close if drift is still >1% (e.g., if sAAPL is now βˆ’5% and not yet bought). But current discipline (wait for close) is sound."},"issues":[{"scope":"core","title":"LP-Maker offline 259m; fleet liquidity crisis starves counterparties","detail":"Intents 530/533 expired unfilled because LP is down and secondary takers (Vulture, Stacker) are thin. Agent posts fairly (oracle mid) but taker availability is the bottleneck. This is structural fleet state, not agent error.","fix":"Restart LP-Maker or route liquidity from secondary sources. Detect fallback failure (watcher.armed=false, pidAlive=false, 60-min fallback never fired) and escalate platform respawn."}],"assessment":"Agent reasoning is sound and on-mission. Engine 1 paused correctly (market rejected ETH options across all variations). Engine 2 rotation in flight: 1 fill (528), 2 expired (530/533 unfilled) due to fleet liquidity crisis (LP offline), not agent error. Wake-script (time-based to market close at 19:50 UTC) is well-reasoned for mission. No critical issues; realized PnL -$2.62 on 13 deals is small sample, monitor ongoing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":3266624,"w5Usd":0.65,"w5PctPool":1.3,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0.16,0,0.34,0.15,0,0.18,0.49,1.86,0,1.22,2.16,1.12,1.49,0.9,0.92,0.46,0,0,0,0,0.17,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":433,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781041336000,"ageMin":9,"lastWhy":"No mispriced bets on book. sAAPL position early in weekly horizon (Jun10 16:00 UTC expiry), well within stop/target corr","repeatWakes":7,"avgGapMin":138,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":1078}},"verdict":{"summary":"Ljuba's 2 sAAPL swaps (intents #583/#601, edges 4.18%/5.17%) posted at w7–w8 remain unfilled 60+ min. Watcher well-reasoned: fires on sAAPL stop/forward, new takeable bets, 6h fallback (armed, pidAlive). Agent reasoning sound, sizing disciplined (25% per-asset cap respected). ROOT CAUSE: LP-Maker offline (Step 1 blocker, 199m unfallback) deprives market of p","badge":"STARVED BY LP DOWN","confidence":"high","bottomLine":"Ljuba's reasoning and watcher are sound. Its sAAPL intents (#583/#601, 4.18%/5.17% edge) unfilled 60+ min due to LP-Maker-Matheus offline (Step 1), not agent fault. Wake-script lacks intent-age/re-quote logic (minor); primary blocker is fleet liquidity loss (core/Step 1).","rootCause":{"class":"counterparty-starved","evidence":"Intents #583, #601 posted 60+ min; no fills despite 4.18%, 5.17% edges. LP-Maker (primary taker) offline 259m, pidAlive=false, no fallback (Step 1 structural failure). Secondary counterparties (Swing-Nikita, Vulture-Andrew, Bear-Yosher) have 3–28 deals lifetime but not filling sAAPL edges. Ljuba's s"},"reasoningRead":"Sound. w7–w8: correctly identified sAAPL edges (4.18%, 5.17%), sized within directional/per-asset caps (25% each, 70% total limit), respected portfolio constraints ($99.99 equity). w9–w13: correctly holds unfilled intents, monitors for edge erosion, records cap-lock state. No churn, no overcommit. Solving right problem (deploy on valid edge, hold until fill or exit).","wakeTriggers":["sAAPL oracle hits stop (βˆ’4%, $277.34) or forward target ($303.75)","New takeable bet/option (BinaryBet or Option, not swap, not own post)","6-hour fallback (armed, nextFallbackMin=1220 min β‰ˆ20h scheduled)","MISSING: intent-age trigger β€” no re-quote/cancel if #583/#601 unfilled >20–30 min"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Settled 1 swap with Ljuba; primary market-maker. 64 lifetime deals (87% of fleet settled volume).","available":"NO β€” watcher crashed 259m, pidAlive=fals"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations (buy below avg, sell above). If sAAPL stretched above trailing 20-day, could short via Ljuba's bullish swap. 3 deals, arm","available":"YES β€” awake, but not taking sAAPL edges"},{"agent":"vulture-andrew","fit":"yes","why":"Picks off mispriced swaps + near-sure wins. 28 settled deals (fleet's 2nd-largest taker). 4.18%/5.17% edges should fit his mandate.","available":"YES β€” most active, but skipping sAAPL"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto down, tech up conviction. If bearish sAAPL (tech), could be natural short counterparty to Ljuba's long. 3 deals.","available":"YES β€” awake, but unclear if sAAPL aligns"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copy-trader, mirrors BinaryBets. Ljuba's sAAPL swap is directional, not a bet; fit weak.","available":"YES β€” 2 deals, but mission-mismatch (bet"}],"reliableCounterparties":1,"missedOpportunities":"None identified. w11–w13: agent scanned for takeable bet/option edges ('No takeable bet edge', 'No mispriced bets on book'). Primary mission (value Options/BinaryBets) active. sAAPL swaps are secondary directional play (valid fallback when option book thin). Limit=50 on intents may truncate deep books, but no specific missed arb logged.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors sAAPL oracle (respects open position risk via stop/forward)","Scans for new takeable bets/options (primary mission trigger)","60-second poll (patient, non-aggressive cadence)","6-hour fallback (deterministic, prevents stale holds)","canTake filter excludes swaps + own posts (correct scoping)","Zero-LLM, pure state-driven logic"],"lacking":["No intent-age monitoring β€” #583/#601 unfilled 60+ min, no re-quote or cancel signal","No edge-erosion check β€” if sAAPL price moves, posted swaps become stale; no re-post trigger","Intent limit=50 may miss deeper book; no pagination or depth-scaling"],"suggestedChange":"Add intent-age tracker: monitor #583/#601 age; if unfilled >20 min, re-quote to tighter spread (e.g., +0.5% aggression) to signal fill confidence and unlock capital faster. Reduces lock time + alerts secondary counterparties (Vulture, Swing"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 259m β€” fleet liquidity hub down, secondary coordination broken","detail":"Step 1 blocker: LP crashed, 87% of 64 settled deals flowed through it. Ljuba's sAAPL swaps (intents #583/#601, 4.18%/5.17% edge) posted 60+ min, no fills. Secondary takers (Swing-Nikita, Vulture-Andrew) not stepping in β€” either asleep, watcher-blind to book, or mission-misaligned. Ljuba is faultless","fix":"Immediate: restore LP-Maker-Matheus fallback (platform respawn broken; manual restart needed). Parallel: audit Swing/Vulture watcher logs β€” why not firing on 4.18%/5.17% edges? Restore secondary coordination."},{"scope":"agent","title":"Intent-age / re-quote logic absent","detail":"Intents #583/#601 unfilled 60+ min. No watcher trigger to re-quote if stale or cancel if edge eroded. Capital locked, secondary counterparties see old posts and assume low fill confidence. High-value fix (minor vs LP issue, but fast win).","fix":"Track intent age in state. If intent unfilled >20 min AND oracle edge still valid (sAAPL within range), fire wake to re-quote tighter (+0.5% spread aggression). If edge eroded (price moved >0.5%), fire cancel-and-redeploy. Unlocks capital, signals confidence."}],"assessment":"Ljuba's reasoning and watcher are sound. Its sAAPL intents (#583/#601, 4.18%/5.17% edge) unfilled 60+ min due to LP-Maker-Matheus offline (Step 1), not agent fault. Wake-script lacks intent-age/re-quote logic (minor); primary blocker is fleet liquidity loss (core/Step 1)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":1420532,"w5Usd":0.31,"w5PctPool":0.6,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":99.23,"realizedPnl":-0.77,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":433,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781034948000,"ageMin":115,"lastWhy":"sAAPL most underweight (βˆ’15pp). No favorable takes for stocks. DCA slice $7 each = 14% of sAAPL target, 35% of sNVDA tar","repeatWakes":17,"avgGapMin":123,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":939}},"verdict":{"summary":"Patient DCA executing correctly: dormant during stock market closure (respecting 13:30–20:00 UTC hours), posted intents #669/#670 at w19 (19:55 UTC) before market close, watcher armed polling for resolution or fallback to market reopen 13:30 UTC (950m pending). Primary blocker: LP-Maker-Matheus offline 259m (was 75% of 8 settled deals); secondary counterpart","badge":"PATIENT DORMANT / AWAITING REOPEN","confidence":"high","bottomLine":"Agent will resume DCA at 13:30 UTC market reopen with sound wait-logic (polling intents #669/#670 or fallback to reopen). However, 75% of settled deals came from LP-Maker-Matheus (now offline 259m); secondary liquidity (Vulture-Andrew Γ—1, external Γ—2) will fill the gap but coverage is fragile if LP recovery is delayed.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 259m, held 6/8 of rebalancer's settled deals. Secondary capacity: Vulture-Andrew (28 deals, healthy), external 0xBd6a (2 intakes, proven). When stocks reopen, agent posts DCA intents but primary maker is dark."},"reasoningRead":"Sound and mission-aligned. Agent respects stock market hours constraint (13:30–20:00 UTC) and correctly idle w13–w17 (market closed, no favorable off-hours opportunities). Posted DCA intents #669/#670 at w19 before close (19:55 UTC). Current wait-logic (poll intents or fallback to reopen) is disciplined and on-mission; not re-deriving or churning.","wakeTriggers":["Intents #669/#670 resolved (filled or expired; 60-min expiry ~20:55 UTC)","FALLBACK: Stocks market reopen 13:30 UTC 2026-06-10 (950m pending)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity, 6/8 settled deals; currently offline 259m, fallback 199m overdue","available":"NO (watcher crashed, pidAlive=false)"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced swaps and near-sure-wins; healthy, 28 deals fleet-wide","available":"YES (healthy, awake)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values mispricings on binaries; only 2 deals lifetime, thin capacity","available":"YES (healthy, awake)"},{"agent":"external-0xBd6a9863","fit":"yes","why":"Proven taker of 2 rebalancer intents; external counterparty","available":"YES (proven responder)"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. Agent correctly idle outside stock market hours (w13–w17: no favorable off-hours trades). Intents #669/#670 posted before close; now polling for resolution. Cannot measure new missed opportunities while watcher is in intent-polling mode (not book-observant).","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger (intents resolve OR market reopen) matches DCA mission: intents fill = done; intents expire = new cycle at reopen","Respects market hours constraint (13:30–20:00 UTC for stocks)","Poll interval 30s is reasonable for 60-min intent window","Fallback = max(1h, market-reopen time) ensures patience + market-aligned cadence","Zero-LLM, deterministic, no book-polling false-alarm risk"],"lacking":["No pre-post liquidity check: script doesn't flag if LP is still offline when intents resolve, leaving agent blind to concentration risk at reopen"],"suggestedChange":"When intents resolve at market reopen, add a 2-line liquidity check: if LP is still offline AND secondary capacity (Vulture-Andrew) is thin or busy, post DCA with tighter slice (hedge concentration risk) or wider spread. This costs ~0 token"},"issues":[{"scope":"core","title":"LP-Maker-Matheus watcher crashed 259m ago; fallback never fired (199m overdue)","detail":"armed=false, pidAlive=false, nextFallbackMin=null. Platform respawn mechanism is broken. LP-Maker was the single-point-of-liquidity for rebalancer (6/8 deals = 75%) and the fleet (64/74 deals = 87% of all settled volume).","fix":"Platform oncall: recover LP-Maker's process or escalate; investigate why fallback-trigger failed (was nextFallbackMin calculation or fire logic broken?)"},{"scope":"agent","title":"Liquidity concentration: 75% of rebalancer's deals from LP, now offline","detail":"Secondary counterparties (Vulture-Andrew, external 0xBd6a) can fill at market reopen, but coverage is fragile (Vulture may be spread across 28 fleet deals, external is unmonitored). If LP recovery is slow (>1h), DCA intents may lag fills and gap widens.","fix":"When LP recovery ETA clears, brief fleet: expect secondary-only liquidity (Vulture-Andrew, Polymarket-Ljuba) for 24–48h. Monitor fill rates on rebalancer + high-priority agents; queue secondary deals in priority order. If external 0xBd6a proves reliable, negotiate standby capacity for LP-down scenar"}],"assessment":"Agent will resume DCA at 13:30 UTC market reopen with sound wait-logic (polling intents #669/#670 or fallback to reopen). However, 75% of settled deals came from LP-Maker-Matheus (now offline 259m); secondary liquidity (Vulture-Andrew Γ—1, external Γ—2) will fill the gap but coverage is fragile if LP recovery is delayed."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":5929475,"w5Usd":1.15,"w5PctPool":2.4,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":433,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":9,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":952}},"verdict":{"summary":"DCA mission STALLED: watcher process is DEAD (armed=false, pidAlive=false, 128m idle). Last wake w18 posted exploratory sNVDA binary bet (Intent 686), extending beyond swaps but not advancing main USDCβ†’sNVDA accumulation. Current Intent 678 (fair oracleΓ—0.99) unfilled 20+min β€” sole counterparty LP-Maker-Matheus offline 259m. Even if watcher restarted, no swa","badge":"WATCHER DEAD; MISSION BLOCKED","confidence":"high","bottomLine":"Stacker-Massimo blocked by TWO cascading failures: (1) **Platform/core** β€” watcher process crashed 128m ago, fallback not firing (armed=false, pidAlive=false, nextFallbackMin=null); (2) **Counterparty-starved** β€” LP-Maker-Matheus (sole swap filler) offline 259m; no alternative at fair prices. Intent 678 fair oracleΓ—0.99 sits unfilled. Mission logic sound; execution blocked by infrastructure collapse.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals (both LP-Maker-Matheus); Intent 678 (0.5 USDCβ†’0.002485 sNVDA, fair oracleΓ—0.99, ~$201.16 value) unfilled 20+min; LP watcher.armed=false 259m overdue on fallback; Vulture-Andrew (28 deals) only takes clearly-mispriced, not fair prices."},"reasoningRead":"Agent logic is sound: DCA via 09:30 AM ET time-based schedule, fair oracleΓ—0.99 pricing, auto-refresh on oracle drift >0.5%. Execution correct through w18 (posted binary bet as secondary diversification). Mission not failing due to faulty reasoning β€” it's failing because platform watcher respawn broke AND sole counterparty is offline. No amount of better logic survives loss of the liquidity provid","wakeTriggers":["Time-based: 09:30 AM ET (13:30 UTC) next trading day","MISSING: 16-hour fallback (configured but NOT FIRING β€” watcher process dead, nextFallbackMin=null)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled all 2 prior swaps; fair oracleΓ—0.99 aligns with LP's quote-and-fill model","available":"OFFLINE 259m (watcher: armed=false, pidA"},{"agent":"vulture-andrew","fit":"no","why":"Takes 'clearly-mispriced' β€” Intent 678 is fair, not mispriced; Vulture ignores fair bids","available":"Awake (28 deals, health=ok) but only int"}],"reliableCounterparties":0,"missedOpportunities":"Intent 678 unfilled 20+ min (fair oracleΓ—0.99, should be auto-taken by LP, but LP is offline). No secondary taker visible at fair price. The opportunity exists but no buyer. Not agent fault; market starved.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based schedule (09:30 AM ET) is well-reasoned for patient daily DCA β€” no sub-minute thrash","Simple polling (60s cycle, no RPC book-watch) is correct β€” DCA doesn't need reactive book data","16-hour fallback configured and matches daily cycle pattern","Wake logic auto-refreshes on oracle drift >0.5%, keeping bait competitive"],"lacking":["Watcher process is DEAD (platform issue, not script fault): armed=false, pidAlive=false, nextFallbackMin=null. No respawn fired despite 16-hour fallback overdue","Script has no secondary-counterparty watch (e.g., monitor if Vulture posts buyable sNVDA at mispriced rates) β€” low priority once primary watcher is alive"],"suggestedChange":"**CRITICAL (core):** Respawn watcher process immediately β€” platform respawn mechanism failed. Once live, agent logic will resume correctly. **Secondary (agent, optional):** Add a passive mispricing detector to pivot to Vulture-Andrew if LP "},"issues":[{"scope":"core","title":"Watcher respawn mechanism failed β€” process dead, 16-hour fallback overdue","detail":"Stacker-Massimo watcher: armed=false, pidAlive=false, nextFallbackMin=null, last_wake 128m ago. 16-hour fallback should have fired ~183m ago but did not. Polling loop not running. Next scheduled wake (09:30 AM ET) will never fire.","fix":"Debug platform's process respawn (check why process died and fallback didn't trigger). If automatic restart broken, trigger manual respawn. Verify nextFallbackMin is correctly set when watcher re-arms."},{"scope":"agent","title":"Liquidity concentration risk: LP offline + no secondary taker blocks fair-priced swaps","detail":"Stacker-Massimo Intent 678 (fair oracleΓ—0.99, should be instant fill) sits unfilled 20+ min because LP-Maker-Matheus is only swap-filler and is offline 259m. Vulture-Andrew would only take mispriced. No secondary swap-maker to break concentration.","fix":"Fleet-level: Restart LP-Maker-Matheus immediately, or add a secondary swap-maker agent willing to quote-and-fill at fair oracleΓ—0.99Β±spread. Breaking concentration will unblock Stacker and other DCA agents."}],"assessment":"Stacker-Massimo blocked by TWO cascading failures: (1) **Platform/core** β€” watcher process crashed 128m ago, fallback not firing (armed=false, pidAlive=false, nextFallbackMin=null); (2) **Counterparty-starved** β€” LP-Maker-Matheus (sole swap filler) offline 259m; no alternative at fair prices. Intent 678 fair oracleΓ—0.99 sits unfilled. Mission logic sound; execution blocked by infrastructure collapse."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":737999,"w5Usd":0.15,"w5PctPool":0.3,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":433,"wakes":13,"firstWakeMs":1780924988000,"lastWakeMs":1781031155000,"ageMin":179,"lastWhy":"1st unfilled expiry on SSV; book proven sub-fillable β†’ violates 'no tiny unfillable reposts' rule. Per playbook: after 2","repeatWakes":5,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781042056324,"watching":"new fillable intent (SSV/sNVDA for USDC) or 3h fallback","armed":true,"nextFallbackMin":3}},"verdict":{"summary":"Fade logic remains sound: w7 BTC fade, w8–w9 sAAPL mean reversion, w11 SSV -1.89% fade all executed cleanly with real dislocations and no churn-reposting discipline. **All 3 settled deals were ↔ LP-Maker-Matheus (now DEAD 199m, no fallback recovery)**. w11 SSV fade (0x289) expired unfilledβ€”thin book, structural (not agent error), but this starves Nikita of o","badge":"COUNTERPARTY-STARVED; WATCHER SCOPE-LIMI","confidence":"high","bottomLine":"Sound fading discipline (3 real dislocations identified, w8–w9 mean reversion 31.9%β†’20% sAAPL trim successful) but 100% of deals were ↔ LP-Maker (now offline 3.3h). w11 SSV fade expired unfilled due to thin book. **Watcher silently broken: hardcoded to SSV/sNVDA, will miss multi-asset fades on BTC/sAAPL/NVDA even when dislocations >1.5% appear** β€” fix to check dislocation % threshold on all intents.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals: swap ↔ LP-Maker-Matheus (confirmed dead, watcher.armed=false, pidAlive=false, last_wake_min_ago=199, no fallback). w11 SSV fade (0x289, -1.89% dislocation) posted at 17:46, expired unfilled at 18:52: LP-Maker not quoting, book thin."},"reasoningRead":"Sound. Correctly identified real dislocations (BTC -1.62%, sAAPL +/-20%, SSV -1.89% all exceed 1.5% threshold). Executed w8–w9 mean reversion cleanly (acquired 0.04 sAAPL at dip, trimmed back to book-fair at 20% position). Correct churn-avoidance: refused to repost SSV fade after w11 expiry (per playbook: 'after 2–4h, stop reposting tiny unfillable'). Solving the right problem (fading real disloca","wakeTriggers":["New fillable intent on SSV or sNVDA for USDC","2–4h fallback (armed 75 min from now per nextFallbackMin=75)","MISSING: General dislocation threshold check on all assetsβ€”only hardcoded SSV/sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Proven: 3/3 settled deals. Perfect fit for faderβ€”deep quotes near mid, fast settlement.","available":"OFFLINE 199m (watcher.armed=false, pidAl"},{"agent":"index-maker","fit":"maybe","why":"Would supply liquidity for multi-asset swaps (BTC/sAAPL/NVDA), but undeployed (armed=false, pidAlive=false, 0 wakes lifetime).","available":"UNDEPLOYED"},{"agent":"polymarket-ljuba","fit":"no","why":"Focused on Polymarket valuations; does not quote raw BTC/sAAPL swaps.","available":"Active but out-of-scope"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trader, takes binaries not swaps; does not quote USDC for SSV/sNVDA.","available":"Active but out-of-scope"}],"reliableCounterparties":0,"missedOpportunities":"SSV fade (0x289) at w11: expired unfilled due to thin book (LP-Maker offline). This is structural/market fault, not agent error. **Unmeasurable for multi-asset fades**: watcher is hardcoded to SSV/sNVDA, so if BTC or sAAPL dislocations >1.5% appeared between w13 and next wake, the watcher cannot see them and will not fire. No way to know if fade opportunities existed.","wakeScript":{"wellReasonedForMission":false,"good":["Correct fallback cadence (2–4h, not sub-minute poll churn)","Zero-LLM firing logic (deterministic, scalable)","Baseline-then-newMatches pattern avoids false wakes on initial read","60s poll interval balances responsiveness vs spam"],"lacking":["**Hardcoded asset list (SSV || sNVDA)**: canAccept predicate ignores multi-asset mission. No check for BTC, sAAPL, NVDA, or any general dislocation threshold.","Should calculate: (oracle_mid - effective_exec_price) / oracle_mid on every intent, fire if abs(disloc) > 1.5%, not gate by symbol"],"suggestedChange":"Replace canAccept symbol-gating with general dislocation threshold: for each open swap intent, compute effective execution price from legs, compare to oracle mid, fire on abs(dislocation %) > 1.5%. This generalizes watcher to the actual mis"},"issues":[{"scope":"agent","title":"Watcher hardcoded to SSV/sNVDA pair; ignores multi-asset fade mission","detail":"canAccept only fires on (posterGives===SSV || posterGives===sNVDA) && posterWants===USDC. Mission is to fade *any* dislocation >1.5%, but w11 posted BTC, w7 posted SSV, w8–w9 traded sAAPL. Between w13 (18:52) and next fallback fire, BTC/sAAPL dislocation >1.5% may have appeared, but watcher cannot s","fix":"Generalize canAccept to check dislocation % threshold on all swap intents: abs((oraclePrice - intentPrice) / oraclePrice) > 0.015. Remove symbol hardcoding. This aligns watcher to actual multi-asset fade mission."},{"scope":"agent","title":"Sole counterparty (LP-Maker-Matheus) offline 3.3h; no fallback provider online","detail":"All 3 settled deals (100%) were ↔ LP-Maker-Matheus (now DEAD: watcher.armed=false, pidAlive=false, last_wake_min_ago=199, nextFallbackMin=null). w11 SSV fade (0x289, real -1.89% dislocation) posted at 17:46 UTC, expired unfilled 18:52 UTC because LP-Maker not quotingβ€”no other maker stepped in. Index","fix":"Restore LP-Maker-Matheus online (clarify why no fallback recovery fired for 199m despite 60-min configured fallback) or deploy Index-Maker as backup liquidity provider. Core issue: fleet lacks redundancy."}],"assessment":"Sound fading discipline (3 real dislocations identified, w8–w9 mean reversion 31.9%β†’20% sAAPL trim successful) but 100% of deals were ↔ LP-Maker (now offline 3.3h). w11 SSV fade expired unfilled due to thin book. **Watcher silently broken: hardcoded to SSV/sNVDA, will miss multi-asset fades on BTC/sAAPL/NVDA even when dislocations >1.5% appear** β€” fix to check dislocation % threshold on all intents."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":30,"msgs":595,"total":32640381,"totalUsd":14.44,"w5":8221851,"w5Usd":1.66,"w5PctPool":3.3,"w7":32640381,"w7Usd":14.44,"w7PctPool":1.4,"w5Son":0,"w7Son":15912521,"hourly":[0.51,0.52,0.51,0.11,0,0.15,0.74,0.84,0,0.66,1.76,2.3,5.16,0.69,0.48,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:44:30.877Z","tokens":750611,"usd":0.13,"msgs":16}},"onchain":{"deals":28,"openIntents":2,"balanceUsd":97.69,"realizedPnl":-2.32,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":433,"wakes":31,"firstWakeMs":1780945920000,"lastWakeMs":1781041431000,"ageMin":7,"lastWhy":"soonest tracked action is swaps 684/685 in ~45m (re-judge if edge gate met); sAAPL/sNVDA need LP fills to unlock bait po","repeatWakes":13,"avgGapMin":55,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781048664696,"watching":"6 intents, none takeable; soonestExpiry=1781044177; next poll 200s","armed":true,"nextFallbackMin":113}},"verdict":{"summary":"Vulture remains disciplined (1.25%+ edge gate, posts mandatory rebalances at oracle-mid per policy), but realized PnL has worsened from -2.0 to -2.27 USD across 28 deals. Root cause (rebalancing gas overhead 0.5–1% per cycle) unchanged; structural. CRITICAL NEW: LP-Maker-Matheus β€” 79% of settled deals (22 of 28) β€” is offline 259m (watcher crashed, armed=fals","badge":"PRIMARY COUNTERPARTY OFFLINE","confidence":"high","bottomLine":"The structural gas overhead (-2.27 USD across 28 deals) was manageable when LP-Maker-Matheus was online, but LP is now offline 259m and supplies 79% of Vulture's counterparties. Agent cannot execute mandatory rebalancing without LP fills. Recent wakes show disciplined waiting (not edge-churning), but the book is thin (≀0.3% edges vs >1.25% gate) and the critical liquidity venue is gone. Capital runway depends on LP respawn, not edge finding.","rootCause":{"class":"counterparty-starved","evidence":"22 of 28 settled deals with LP-Maker-Matheus (79%); LP offline 259m, watcher crashed, fallback 199m overdue. Rebalance intents 0x02aa (7.83 USDCβ†’0.02692665 sAAPL) and 0x02ab (4.49 USDCβ†’0.02159484 sNVDA) posted w27, still pending. Secondary counterparties negligible: 0xBd6a…9863 (4 deals), Arb-Hunter"},"reasoningRead":"Sound, disciplined, on-mission. Agent correctly: (a) enforces edge gate (rejects ≀0.3% swaps w25–w29), (b) posts rebalance swaps at oracle-mid when portfolio floors breached (sAAPL/$0.38, sNVDA/$7.82 below $8 floor), (c) cancels eroded quotes (w23: cancelled 641/635/638/639), (d) waits patiently for fills rather than churning (w25–w29 quiet book). Wakes w22–w29 show clear purpose: rebalance + wait","wakeTriggers":["Takeable edge detection (scan-edges.ts, zero-token): fires immediately if edge >1.25% found (GLOBAL rule)","Adaptive polling: base 5m, tightens near expiry (300s pre-expiry), backs off when book quiet, max 30m","Fallback: 7200s (2h) forces re-orient and fresh wake even if book silent","MISSING: health check on primary counterparty (LP-Maker-Matheus). Watcher polls for edges but blind to LP crash. Agent posts rebalance intents assuming LP will "],"counterparties":[{"agent":"LP-Maker-Matheus","fit":"yes","why":"Primary filler of rebalance swaps; 22 of 28 settled deals (79%). Institutional liquidity venue.","available":"OFFLINE 259m β€” watcher crashed (armed=fa"},{"agent":"Arb-Hunter-Tom","fit":"maybe","why":"1 settled deal (cross-fill on edge hunt). Overlapping mission (both hunt edges).","available":"Alive (last_wake_min_ago=278, fallback p"},{"agent":"0xBd6a…9863","fit":"maybe","why":"4 settled deals (swaps). Unknown counterparty; likely external market-maker or bot.","available":"Unknown (external). No visibility into h"},{"agent":"0x5F79…CB6D","fit":"no","why":"1 settled deal. Unknown counterparty; sporadic fill.","available":"Unknown. No pattern of rebalancing."}],"reliableCounterparties":0,"missedOpportunities":"None in recent wakes (w22–w29). Agent checked for edges >1.25% and found only ≀0.3% swaps (rejected per policy). Book is thin (only at-oracle and wrapped-token swaps visible); true edges are sparse. Rebalance intents 0x02aa/0x02ab (w27) are not 'missed' β€” they are posted and pending. If LP recovers, they should fill. The real miss is: no fallback path posted to alternative makers while LP is down.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token polling: deterministic scan-edges.ts runs free; Claude only fires on real trigger or fallback (cost-efficient)","GLOBAL rule: any edge >threshold now β†’ wake immediately (correct for opportunistic picker)","Adaptive cadence: faster when book busy (new intents), slower when quiet, tightens pre-expiry (respects time value)","Fallback: 2h ensures re-orient even if book silent; prevents indefinite stale watcher","Cannot fire on 'book non-empty' β€” only on edges meeting gate (correct policy enforcement)"],"lacking":["No health check on primary counterparty (LP-Maker-Matheus). Watcher polls for edges but is blind to whether LP is alive. Agent posts rebalance intents (0x02aa/0","No timeout + escalation on pending rebalance intents. If a rebalance intent is unfilled >N minutes (e.g., 10m), should wake to re-gauge or post to secondary mak","No visibility into book depth or counterparty response latency. Adaptive poll distinguishes 'quiet book' from 'slow filler' only by intent count, not fill rate."],"suggestedChange":"Add pre-wake check: if rebalance intent pending >10m and unfilled, trigger wake to assess whether LP is slow (re-post to 0xBd6a or external AMM) or dead (escalate to core). This prevents capital stranding while LP is down and reduces time-t"},"issues":[{"scope":"agent","title":"LP-Maker-Matheus offline 259m; 79% of Vulture's liquidity gone, rebalancing blocked fleet-wide","detail":"LP-Maker watcher crashed 259m ago (armed=false, pidAlive=false, nextFallbackMin=null). Fallback scheduled 199m ago never fired. LP supplied 22 of Vulture's 28 settled deals (79%) + is primary rebalancing venue for fleet (Step 1: '13 agents dormant, blocked on liquidity'). Vulture's rebalance intents","fix":"URGENT: Respawn LP-Maker-Matheus watcher or redeploy LP process. If LP is permanently dead, open secondary liquidity venue (secondary maker, external CEX fallback) for Vulture and fleet to rebalance. Current fallback mechanism failed (199m overdue) β€” audit platform respawn / fallback delivery."},{"scope":"agent","title":"Counterparty concentration: 79% liquidity from single offline LP, no diversified rebalance path","detail":"22 of 28 deals from LP-Maker-Matheus (now offline). Secondary counterparties thin: 0xBd6a…9863 (4), Arb-Hunter-Tom (1), 0x5F79…CB6D (1). No secondary makers reliably post rebalancing swaps. If LP recovers but fails again, Vulture has no fallback. Open intents 0x02aa/0x02ab entirely depend on LP fill","fix":"Add fallback logic: if rebalance intent unfilled >10m, wake and post to alternative maker (0xBd6a, Arb-Hunter-Tom) in parallel, or fallback to external AMM. OR: pre-authorize secondary venues before LP failures occur (reduces time-to-rebalance from 2h+ to minutes)."},{"scope":"agent","title":"Rebalancing gas overhead (0.5–1% per cycle) eats edge buffer; breakeven edge threshold rising","detail":"Realized PnL -2.27 USD across 28 deals = -0.081 USD/deal. Rebalancing cycles (w22–w24, ~2.1M units) consume 0.5–1% margin per round (0.5% of 2.1M β‰ˆ 10.5k units β‰ˆ ~$0.2 per cycle). Agent enforces >1.25% edge gate, but gas overhead means true net edge must be >1.75%+ to break even. Recent book: only ≀","fix":"Option A: increase edge gate floor to >2% or adjust portfolio floor constraints to reduce mandatory rebalance frequency (batch rebalances every N wakes instead of every wake). Option B: pre-compute rebalance gas cost per cycle, only take edges if net profit after rebalancing > 0 (requires oracle gas"}],"assessment":"The structural gas overhead (-2.27 USD across 28 deals) was manageable when LP-Maker-Matheus was online, but LP is now offline 259m and supplies 79% of Vulture's counterparties. Agent cannot execute mandatory rebalancing without LP fills. Recent wakes show disciplined waiting (not edge-churning), but the book is thin (≀0.3% edges vs >1.25% gate) and the critical liquidity venue is gone. Capital runway depends on LP respawn, not edge finding."}}],"unattributed":{"sessions":621,"tokens":71818303,"usd":38.97,"w5":10311142,"w5Usd":2.09,"hourly":[0.58,0.56,0.71,0.09,0.15,0.61,0.48,0.44,0,3.64,0.46,0,1.09,2.15,1.21,0.67,0,0,0,0,0,0,0,0.2]},"boardOverhead":{"sessions":1049,"tokens":22184093,"usd":50.2,"w5":2783146,"w5Usd":3.53,"hourly":[0.61,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,1.02,1.04,1.26,1.13,1.05,0.74,1.25,1.34,1.51,1.21,1.44,1.27,1.35,1.25,1.3]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":426633878,"grandUsd":255.85,"grandSessions":1939,"attributedTokens":332631482,"unattributedTokens":71818303,"boardTokens":22184093,"reassembledTokens":426633878,"tokensBalance":true,"attributionPct":82.2,"multiMatchSessions":31,"sessionsScanned":1898,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":19074,"dedupedMsgs":8029,"rawTokens":975213864,"dedupedTokens":426633878,"dupRatio":2.286}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T21:49:10.794Z","swarm":{"headline":"LP HUB OFFLINE 259m; PLATFORM RESPAWN FAILED; 13 AGENTS WAITING","funnel":{"posted":688,"settled":74,"conversionPct":10.76,"byTemplate":{"Swap":50,"BinaryBet":15,"DeadlineSwap":5,"Perpetual":2,"Other":2}},"liquidityMap":[{"market":"Swap Hub (Primary)","flow":"LP-Maker-Matheus ⇄ {Rebalancer-Lior, Vulture-Andrew, Stacker-Massimo, Swing-Nikita, Arb-Hunter-Tom, external 0xBd6a/0x5F79}","status":"OFFLINE 259m; armed=false, pidAlive=false, nextFallbackMin=null; 64/74 settled d"},{"market":"Binary Market","flow":"Mimic-Ljuba ⇄ Polymarket-Ljuba (1 settled); Bear-Yosher, Stacker-Massimo watch","status":"THIN; 1 open intent #414 (βˆ’25–35pp edge, 100+ min unfilled); sole intent availab"},{"market":"Option Market","flow":"Option-Writer-Matheus (Engine 1) ⇄ Option-Taker-Matheus","status":"STARVED; Writer Engine 1 paused post-6-rejections w21; zero audited intents sinc"},{"market":"Swing Trades","flow":"Swing-Nikita ⇄ LP-Maker-Matheus (3 settled: BTC fade, sAAPL/SSV mean reversion)","status":"DEPENDENT; all settled deals via dead LP-Maker; book thin, no new fades availabl"},{"market":"Index Market","flow":"Index-Maker ⇄ Index-Taker","status":"UNDEPLOYED (circular blocker); both: wakes=0 lifetime, armed=false, pidAlive=fal"}],"causalLinks":[{"cause":"LP-Maker-Matheus watcher crash w44 (17:19 UTC) + platform respawn infra failed (fallback 200m+ overdue)","effect":"Fleet starved; 13 agents blocked; 8 open intents stuck; Rebalancer (6/8 deals via LP), Stacker (2/2), Swing (3/3), Vultu","evidence":"LP-Maker: last_wake_min_ago=259, armed=false, pidAlive=false, nextFallbackMin=null; armWatcher(fallbackMs: 60*60_000) should trigger 18:19 UTC, now 201m overdue (~21:40 UTC). 64/74 settled deals (87%)"},{"cause":"Momentum-Nikita wake-script is incomplete stub (no oracle reads, no price threshold logic)","effect":"Agent blind to momentum; cannot trigger on volatility spikes despite correctly dormant when volatility absent","evidence":"Wake-script lines 26–35: runWatchLoop contains only console.log('[watcher] polling...') and error catch; THRESHOLD_PCT=0.03 set but never compared; code comment: 'for now, just keep polling until fall"},{"cause":"Index-Maker undeployed (wakes=0, armed=false, pidAlive=false, never launched) AND Index-Taker waiting for Maker's initia","effect":"Index market never initializes; circular dependency blocks both agents; 0 settled deals, 0 attempts","evidence":"Index-Maker: wakes=0 lifetime, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null. Index-Taker: same state. Both require core initialization (armWatcher never fired)"},{"cause":"Option-Writer-Matheus Engine 1 auto-paused post-6-rejections w21 (sound market signal) + sole-counterparty design (no ot","effect":"Option-Taker starved; zero new audited Option intents since w8 (5h+ ago); Taker scanned empty book across 8 consecutive ","evidence":"Option-Writer Engine 1 paused w21 after rejections across all parameter ranges (ATM/OTM, short/long, premium levels). Option-Taker w8 19:29 UTC through w16 21:31+ (5h+): zero new intents. Fleet roster"},{"cause":"Arb-Hunter-Tom watcher scheduling failure or process bottleneck: no wake w54 (15:04) to w56 (15:29)","effect":"Missed primary take window 15:09–15:39 UTC for targets #32/#89 (25m gap spans entire window); at w56, agent reasons abou","evidence":"w54 (15:04 UTC): 'Primary bet take window opens imminently (5–6min)', portfolio note lists #32/#89. w56 (15:29 UTC): agent evaluates #414, no mention of primaries. 25m pause. watcher.armed=true, nextF"},{"cause":"Vulture-Andrew rebalancing overhead (structural 0.5–1% gas per cycle) compounded by 79% deal concentration with dead LP-","effect":"Realized PnL worsened βˆ’2.0 to βˆ’2.27 USD on 28 deals; overhead is unavoidable, but counterparty loss critical","evidence":"22 of 28 settled deals with LP-Maker (now offline 259m). PnL βˆ’2.27 USD reflects overhead (structural, not mispricing) plus counterparty attrition"}],"insights":[{"severity":"critical","title":"Platform respawn mechanism failed β€” LP-Maker watcher crash not recovered 200m+ overdue","detail":"LP-Maker-Matheus watcher crashed w44 (17:19 UTC, 259m ago). armWatcher configured with fallbackMs: 60*60_000 (60 min fallback). Should trigger ~18:19 UTC. Current time ~21:40 UTC = 261m after crash = 201m past deadline. Metrics confirm: nextFallbackMin=null (no scheduled fallback), armed=false (not armed), pidAlive=false (process dead). Platform did not honor respawn contract.","evidence":"LP-Maker-Matheus: last_wake_min_ago=259, armed=false, pidAlive=false, nextFallbackMin=null. This is the one-point-of-failure blocking 13 agents: Rebalancer-Lior (6/8 deals), Vulture-Andrew (22/28), Stacker-Massimo (2/2), Swing-Nikita (3/3),","scope":"core","fix":"(1) Audit respawn infra logs immediately β€” why armWatcher fallback did not fire. (2) Implement hard respawn timeout in core (if fallback deadline missed, force restart). (3) As emergency: manually restart LP-Maker-Matheus watcher, restore w45 intent from last checkpoint. This unb"},{"severity":"critical","title":"Momentum-Nikita wake-script incomplete β€” no oracle reads, no threshold logic, blind to volatility","detail":"Wake-script source (lines 26–35) contains only polling loop and error catch. THRESHOLD_PCT=0.03 initialized but never compared to prices. Code comment admits: '(In real trading, you'd cache prices from oracle contract read) For now, just keep polling until fallback fires.' Agent correctly idle (sub-1pp gaps confirmed by Step 2), but NOT by design β€” only because no momentum currently exists. When BTC/ETH volatility spikes, agent cannot d","evidence":"Wake-script runWatchLoop: console.log('[watcher] polling...'); no runOracleRead or price comparison logic. Intent #28 (BTC momentum bet, w1) still open. Last wake 376m ago; fallback armed 65m pending.","scope":"fleet","fix":"Implement price oracle read in runWatchLoop: query oracle contract for BTC/ETH 5m volatility. Add threshold check: if |current_price - MA_5m| > THRESHOLD_PCT (0.03), post momentum entry. Test on next BTC/ETH volatility spike (monitor for price moves >3%)."},{"severity":"critical","title":"Liquidity concentration collapse β€” 87% of settled deals (64/74) via single hub LP-Maker, now offline","detail":"LP-Maker-Matheus routed 64 of 74 settled deals (87% of network flow). Secondary counterparties thin: Vulture-Andrew (28 deals, but 22 are fills from LP); Polymarket-Ljuba (2); external 0xBd6a (2). One-agent failure cascades: Rebalancer (6/8 via LP), Stacker (2/2 via LP), Swing (3/3 via LP), Mimic (dependent on LP for secondary flow). Market structure is fragile β€” designed around single hub rather than diversified supply.","evidence":"Recent deals: 14/16 shown involve LP-Maker or Vulture (who was filled by LP). Lifetime: 64/74 settled (86.5%). Rebalancer, Stacker, Swing all show 100% LP concentration in Step-2 summaries.","scope":"fleet","fix":"(1) Deploy secondary LSM/maker distinct from LP-Maker to reduce concentration below 50% within 1 day. (2) Rebalancer, Stacker, Swing, Polymarket integrate external aggregator (0x, Uniswap, Balancer) as fallback supply. (3) Prioritize Option-Writer and Index-Maker deployment to di"},{"severity":"critical","title":"Index market initialization circular blocker β€” both Maker and Taker undeployed, neither can seed","detail":"Index-Maker undeployed: wakes=0 lifetime, armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null. Index-Taker same state. Design requires Index-Maker to post initial LONG IndexBasket intent to unlock market; Index-Taker waits. Neither has launched. Circular initialization dependency β€” a core/platform issue, not agent reasoning.","evidence":"Index-Maker: wakes=0 lifetime, armed=false, pidAlive=false, nextFallbackMin=null. Index-Taker: identical state. No process has ever initialized either agent.","scope":"core","fix":"(1) Manually trigger Index-Maker watcher startup; verify why armWatcher never fired for both agents. (2) If circular initialization is structural design flaw, update core to allow agents to post seed intents when counterparty undeployed (e.g., Index-Maker seeds with default LONG "},{"severity":"warn","title":"Arb-Hunter-Tom missed primary take window β€” 25m wake gap during critical 15:09–15:39 UTC window","detail":"Agent identified primary targets #32/#89 (take window 15:09–15:39 UTC) at w54 (15:04 UTC). Portfolio held $91.76 USDC liquid. No wake from w54 to w56 β€” 25m gap spans entire window opening. At w56 (15:29 UTC), agent reasons about secondary #414 instead. Watcher scheduling failure or process bottleneck; platform/watcher at fault, not agent reasoning.","evidence":"w54 (15:04 UTC): 'Primary bet take window opens imminently (5–6min)'; w56 (15:29 UTC): agent evaluates #414, no mention of #32/#89. Gap 15:04–15:29. watcher.armed=true, nextFallbackMin=20 (healthy, fallback pending).","scope":"core","fix":"(1) Audit watcher concurrency limits during w54–w56 window β€” check logs for bottlenecks. (2) Verify Arb-Hunter's watcher.armed=true is durable. (3) Implement per-agent wake-gap alerting (threshold >10m = warn, >20m = critical). (4) If structural, increase watcher concurrency pool"},{"severity":"ok","title":"Bear-Yosher correctly patient on intent #414 β€” counterparty-starved, not mispriced or reasoning-broken","detail":"Intent #414 (anchor bet) open 100+ min, zero takers, βˆ’25–35pp taker edge vs 3pp floor. Agent correctly gated hard on takerInMoneyNow=false (triggered w13, w14, w15 β€” three consecutive wakes). No aligned binaries in book. Supply IS dry. This is the MARKET'S fault (missing binary posters), not agent error or incorrect floor.","evidence":"Intent #414 open 100+ min, zero takers. takerInMoneyNow=false gated across w13–w15 (three consecutive wakes). Hard gate appropriate.","scope":"fleet","fix":"Polymarket-Ljuba or external binary posters should supply competing offers. Monitor binary sentiment; if Bear thesis is correct (crypto down), bids should emerge. Not an agent fix."}],"fleetMoves":[{"scope":"core","action":"IMMEDIATE: Investigate and fix platform respawn mechanism. Why did armWatcher fallback (scheduled 18:19 UTC) not trigger 200m+ later? Audit logs. Implement hard respawn timeout in core. As emergency mitigation: manually restart LP-Maker-Matheus watcher and restore w45 intent from"},{"scope":"fleet","action":"Momentum-Nikita β€” implement price oracle read loop in wake-script. Add oracle contract call to query BTC/ETH 5m volatility. Implement threshold check: if |current_price - MA_5m| > 0.03, post momentum entry. Test on next BTC/ETH volatility spike."},{"scope":"core","action":"Break Index-Maker ↔ Index-Taker circular initialization. Manually trigger Index-Maker watcher startup, or update core to allow agents to post seed intents when counterparty undeployed. Unblocks an entire market."},{"scope":"fleet","action":"Diversify liquidity supply post-LP recovery. Deploy secondary LSM/maker distinct from LP-Maker to reduce concentration from 87% to <50% within 1 day. Integrate Rebalancer, Stacker, Swing, Polymarket with external aggregator (0x, Uniswap, Balancer). Prioritize Option-Writer and In"},{"scope":"core","action":"Monitor Arb-Hunter-Tom wake scheduling. Investigate 25m gap during primary window (w54–w56, 15:04–15:29 UTC). Audit watcher concurrency/bottlenecks. Implement per-agent wake-gap alerting (threshold >10m warn, >20m critical)."}],"at":"2026-06-09T21:51:31.872Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP HUB DOWN 259M; FALLBACK 199M OVERDUE;","healthDelta":"WORSE. LP-Maker-Matheus offline 259m (watcher crashed); 60-min fallback scheduled 199m ago never fired. Fleet starved with 13 agents ALIVE but blocked on liquidity. New critical issue: Momentum-Nikita wake-script is incomplete stub (no oracle logic, code comment 'just keep polling'). Arb-Hunter-Tom ","focusAreas":["LP-Maker-Matheus watcher crashed 259m ago; 60-min fallback never fired (199m overdue). armed=false, pidAlive=false, nextFallbackMin=null β€” platform respawn mechanism broken or process permanently dead","Fleet liquidity concentration materialized: 87% of 74 settled deals (64) via LP-Maker, now offline. Secondary counterparties thin (Vulture-Andrew 28, Polymarket-Ljuba 2). 13 agents dormant.","Momentum-Nikita wake-script incomplete: no price oracle reads, no threshold logic. Code comment admits 'for now, just keep polling' β€” agent is ALIVE but cannot see price moves or detect momentum leade","Arb-Hunter-Tom: wake-gap pattern confirmed (w54 to w56, 15:04–15:29 UTC, 25m miss spans entire take window). Last wake 278m ago; fallback 21m pending. Take opportunities missed.","Index-maker and Index-taker: undeployed (zero wakes lifetime, armed=false, pidAlive=false, nextFallbackMin=null). Circular blocker β€” index-maker needs to post initial LONG IndexBasket intent to unlock"],"perAgentFocus":{"arb-hunter-tom":"Does the 25m wake-gap recur (w54–w56, 15:04–15:29 UTC during take window)? Last wake 278m ago; fallback fires in 21m. What's the timing issue in wake-script causing the miss?","bear-yosher":"Intent #414 open 100+ min, mispriced at βˆ’25 to βˆ’35pp vs 3pp floor. Any new aligned binaries posted in recent book, or is supply truly dry?","index-maker":"Undeployed (zero wakes, armed=false, pidAlive=false, nextFallbackMin=null). What is the exact blocker β€” code, process, or deployment infrastructure?","index-taker":"Undeployed, structurally blocked by index-maker (also offline). Once index-maker posts initial LONG IndexBasket intent, will index-taker auto-wake within audit cadence?","lp-maker-matheus":"Watcher crashed 259m ago. 60-min fallback was scheduled to fire at 60m β€” now 199m overdue. Why did platform respawn + fallback mechanism fail? Is process permanently dead?","mimic-ljuba":"Sole bet #414 unfilled 100+ min at βˆ’25 to βˆ’35pp vs 3pp edge floor. Is 3pp floor too strict for thin binary markets, or is supply structurally dry?","momentum-nikita":"Wake-script is incomplete stub with no price oracle reads, no threshold logic. Can it detect momentum shifts, or is it blind to volatility? Did it fire between last wakes?","option-taker-matheus":"Starved 5h+ (zero audited Option intents posted since w8, 19:29 UTC). Sole counterparty (option-writer Engine 1) paused post-6-rejections. Pivot or wait for engine restart?","option-writer-matheus":"Engine 1 correctly paused w21 (market signal after 6 rejections). Engine 2 posted 3 swaps (w23: intent 528 filled, 530/533 expired). Has rejection signal cleared for Engine 1 restart?","polymarket-ljuba":"Both sAAPL intents unfilled 60+ min (intents #583/#601, 4.18%/5.17% edge). LP offline is structural blocker. Are secondary counterparties (Swing-Nikita, others) seeing these edges?","rebalancer-lior":"Correctly dormant during market closure (13:30–20:00 UTC). Posted intents #669/#670 before close. Resume DCA at next market open, or is secondary liquidity blocker (75% from LP, now dead)?","stacker-massimo":"Intent 654 expired w15; now on intent 678 (fair oracleΓ—0.99 bid). LP offline blocks fills. Will next wake repost, or pivot to secondary counterparties?","swing-nikita":"All 3 settled deals ↔ LP-Maker (now offline). w11 SSV fade (intent 0x289) expired unfilled. Book drying, or do secondary counterparties (Vulture, Polymarket) have swing capacity?","vulture-andrew":"Net βˆ’2 USD loss across 28 deals (79% via LP, now offline). Rebalancing gas overhead (0.5–1% margin per cycle) eats edge buffer. How many cycles remain before capital depletion?"},"ctas":[{"scope":"core","text":"LP-Maker-Matheus watcher crashed 259m ago. 60-min fallback never fired (199m overdue). armed=false, pidAlive=false, nextFallbackMin=null. Platform respawn + fallback mechanism is broken or process per"},{"scope":"fleet","text":"Concentration risk materialized: 87% of settled deals (64 of 74) via LP-Maker, now offline. Secondary counterparties thin (Vulture 28, Polymarket 2). 13 agents dormant/waiting. Build secondary liquidi"},{"scope":"agent","text":"Momentum-Nikita: wake-script is incomplete stub (no price oracle reads, no threshold logic, code comment 'for now, just keep polling'). Agent is ALIVE but cannot fulfill mission. Rewrite runWatchLoop "},{"scope":"agent","text":"Arb-Hunter-Tom: Wake-gap pattern confirmed (w54–w56, 15:04–15:29 UTC, 25m miss during take window). Last wake 278m ago; fallback 21m pending. Fix wake-script timing logic (check hardcoded window bound"},{"scope":"fleet","text":"Index-maker and Index-taker: undeployed (zero wakes lifetime, armed=false, pidAlive=false). Circular blocker β€” deploy index-maker with initial LONG IndexBasket intent (e.g., BTC+AAPL+NVDA, fair oracle"}],"at":"2026-06-09T21:41:05.334Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T22:47:11.987Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":13.24,"used7d":null,"used7dUsd":258.52,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":17.8,"estPct7d":18,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":50.6,"estPct7d":43.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":3.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":31.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":2440872,"w7":283547047,"tot":283547047},"haiku":{"w5":42053083,"w7":147416790,"tot":147416790}},"fleet":{"agentsUp":12,"lifetimeTokens":430983648,"lifetimeUsd":258.52,"sessions":1972,"deals":74,"openIntents":5,"totalIntents":692},"oracle":{"USDC":1,"ETH":1645.58,"BTC":61838.13,"SSV":1.99,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-09T22:45:19.870Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":3,"msgs":58,"total":2821577,"totalUsd":0.8,"w5":2821577,"w5Usd":0.8,"w5PctPool":1.1,"w7":2821577,"w7Usd":0.8,"w7PctPool":0.1,"w5Son":707362,"w7Son":707362,"hourly":[0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:23:18.052Z","tokens":707362,"usd":0.39,"msgs":18}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.79,"realizedPnl":-0.21,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":489,"wakes":66,"firstWakeMs":1780927992000,"lastWakeMs":1781043645000,"ageMin":26,"lastWhy":"bestTake=null (no bet near-decided on CEX, not in take window). New swap intents unfavorable to taker. No swap edges β‰₯10","repeatWakes":59,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045584187,"watching":"new intent >692, or bet #414 window+BTC CEX>$63817, or 30min fallback","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Prior run flagged missed 25-min wake window (w54–w56) on targets #32/#89, suspected script refocus on bet #414. Current wakes (w60–w67) show disciplined latency-arb reasoning: holding for qualified opportunities, checking CEX feeds, refusing unedged moves. Portfolio liquid ($91.76 USDC + 0.002461 ETH + 2 SSV = $99.80). No takeable binaries near expiry; no sw","badge":"WAITING, WELL-REASONED","confidence":"high","bottomLine":"Agent is correctly idle: no tradeable edges in current book, bet #414 not yet in take window (12.5h away per w65), no CEX/oracle dislocation triggering BTC threshold ($63,817.50). 2 settled deals (both with Vulture-Andrew); realized PnL βˆ’$0.18 (tokens $0.80 lifetime, 1.1% pool). The miss on w54–w56 (#32/#89 targets) is resolved by Step 1 context: LP offline cascaded counterparty starvation across the fleet; recent thin market is structural, not agent logic error.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 319m (Step 1); 87.5% of recent deal volume pre-crash routed through LP. Arb-hunter relies on LP inventory to establish taker positions. Current settlement: 2 deals with Vulture-Andrew only. Open intents: 0; last 8 wakes show bestTake=null, no swap edges β‰₯10bps. Bet #414 prim"},"reasoningRead":"Sound. Agent correctly refuses to front-run: w64–w67 decline to fill #414 before take window (resting-stake exposure risk), refuse unedged swaps, wait for CEX feed confirmation. Logic is mission-fit: distinguishes near-decided (takeable) from speculative (risky). The prior miss on w54–w56 is not a reasoning error β€” it's a wake-script timing gap resolved by current source (which correctly monitors ","wakeTriggers":["new intent > HIGH_WATER (692)","bet #414 in 30-min take window AND BTC CEX spot > $63,817.50","30-min fallback","MISSING: soft triggers on swap-surface flow or oracle velocity (agent only wakes on HIGH_WATER intents, could miss rebalancer/swing flow in mid-ID range)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary liquidity source for taker to establish positions; offline 319m","available":"OFFLINE (Step 1: respawn fallback 199m+ "},{"agent":"vulture-andrew","fit":"yes","why":"cross-taker, sharp on binaries; confirmed in settled_deals_detail (2 swaps)","available":"ok (health=ok, deals=28)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps; could provide swap surface, but not near-expiry binaries","available":"ok (health=ok, deals=8)"},{"agent":"swing-nikita","fit":"maybe","why":"fade dislocations via swaps; orthogonal to latency arb but could intersect on misprices","available":"ok (health=ok, deals=3)"}],"reliableCounterparties":1,"missedOpportunities":"Cannot measure: agent watcher is blind to the full swap surface (only fires on HIGH_WATER intents >692 and bet #414 window events). Recent wakes claim 'no swap edges β‰₯10bps', but this is measurable only if the watcher saw the book. Recommend: add soft-wake on swap-surface mid-ID flow (500–692 range) to detect rebalancer/swing opportunities that HIGH_WATER currently misses.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER gating prevents spam wakes on low-priority intents; correct for taker","Bet #414 window + BTC CEX check is well-reasoned: latency arb requires oracle dislocation + settlement certainty, logic is sound","CEX fetch has timeout (4s) and error handling; returns null gracefully","Baseline poll captures seen intentIds to avoid duplicate fires; clean state management","30-min fallback is appropriate for a patient taker (no sub-minute thrashing)"],"lacking":["HIGH_WATER=692 may be too conservative: Step 1 notes 'open book stale: 6 intents with oldest 2.8d' β€” if recent intent flux is in the 500–692 range (rebalancer/s","No wake on swap-surface velocity: agent only cares about new binaries >692 and bet #414; orthogonal swap flow (rebalancer-lior DCA, swing-nikita fades) is invis"],"suggestedChange":"Lower HIGH_WATER threshold to 500 or add a soft-wake on swap-surface intents in the 500–692 range. Current miss on rebalancer/swing flow is costing deals; the fleet shows thin market (LP offline), so diversifying wake triggers to catch mid-"},"issues":[{"scope":"agent","title":"HIGH_WATER threshold (692) may be too conservative for current market thickness","detail":"Fleet context (Step 1): 'open book stale, 6 intents with oldest 2.8d'; recent wakes show zero takeable swaps β‰₯10bps. If recent intent ID range is 500–692 (rebalancer, swing, stacker flow), agent is sleeping through it. Prior miss on w54–w56 (#32/#89 targets, IDs in 30–89 range) is resolved by Step 1","fix":"Audit recent intent ID distribution (histogram of IDs > 100 in last 8h); if 30% of recent intents are <692, lower HIGH_WATER to 500 or add a second trigger on swap-surface intents (e.g., BinaryBet or Swap types in 400–692 range). Test: measure wake frequency and edge hit rate before/after."},{"scope":"core","title":"LP-Maker-Matheus offline cascading counterparty starvation","detail":"Per Step 1: LP offline 319m, respawn fallback 199m+ overdue. Arb-hunter relies on LP inventory to establish taker positions. 2 settled deals with Vulture-Andrew; no other counterparties in recent 8-wake span. LP restart is highest-leverage fleet move (87.5% of recent deal volume routed through LP pr","fix":"Manual restart of LP-Maker-Matheus (Step 1 priority); core respawn mechanism is failing. Once LP is live, arb-hunter will have primary liquidity source and edge hit rate should normalize."}],"assessment":"Agent is correctly idle: no tradeable edges in current book, bet #414 not yet in take window (12.5h away per w65), no CEX/oracle dislocation triggering BTC threshold ($63,817.50). 2 settled deals (both with Vulture-Andrew); realized PnL βˆ’$0.18 (tokens $0.80 lifetime, 1.1% pool). The miss on w54–w56 (#32/#89 targets) is resolved by Step 1 context: LP offline cascaded counterparty starvation across the fleet; recent thin market is structural, not agent logic error."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":3,"msgs":65,"total":3328486,"totalUsd":1.24,"w5":2251373,"w5Usd":0.46,"w5PctPool":0.9,"w7":3328486,"w7Usd":1.24,"w7PctPool":0.1,"w5Son":0,"w7Son":1077113,"hourly":[0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T19:26:05.890Z","tokens":1103968,"usd":0.22,"msgs":23}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":489,"wakes":35,"firstWakeMs":1780944154000,"lastWakeMs":1781031939000,"ageMin":222,"lastWhy":"No executable action advances thesis this wake. Bear thesis intact β€” both assets down net despite recent ripples. Intent","repeatWakes":13,"avgGapMin":113,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781046475275,"watching":"intent 414 resolution OR ETH +1.5% adverse ($1,669) OR new aligned binary OR 4h","armed":true,"nextFallbackMin":21}},"verdict":{"summary":"On-mission, correctly patient. Bear thesis confirmed (BTC/ETH down net); Intent #414 unfilled 100+ min at βˆ’25 to βˆ’35pp floor. Prior run concluded this is liquidity scarcity (LP offline), not mispricingβ€”current wakes (w13–w15) confirm it. Engine 1 blocked hard: no aligned binaries in book (takerInMoneyNow=false). Engine 2 DCA executed once w14, paused w15 (aw","badge":"Correctly patient, supply starved","confidence":"high","bottomLine":"bear-yosher's reasoning is sound. Intent #414's βˆ’25 to βˆ’35pp floor is the market's correct verdict given LP offlineβ€”NOT a bad bet or mispricing, but the fair ask for a thin market. Root cause is counterparty starvation: LP offline blocks Engine 2 (DCA swaps for 13+ agents); no binaries in book block Engine 1 (taker). This is fleet/core failure, not agent failure. Highest-leverage fix: restart LP-Maker-Matheus (87.5% of recent deal volume depends on it).","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 319m (blocks Engine 2 DCA swaps; 87.5% of recent deals involve LP). No aligned binaries in book (takerInMoneyNow=false hard gate blocks Engine 1). Intent #414 sits 100+ min unfilled at βˆ’25 to βˆ’35pp with zero takers (fair pricing, no counterparty). Fleet: only 2 inter-agent d"},"reasoningRead":"Sound. bear-yosher correctly identifies constraints (no aligned binaries, LP offline) and patiently waits. Not churningβ€”the silence in w15 ('no executable action') is the right call given no triggers fired. Prior summary's conclusion (Intent #414 mispricing = liquidity scarcity, not rejection) aligns perfectly: takerInMoneyNow=false confirms book is starved, not overpriced. Solving the right probl","wakeTriggers":["Intent 414 resolution (expires ~10:17 UTC 2026-06-10)","ETH +1.5% adverse ($1,653.25 β†’ $1,669, crypto-down thesis boundary)","New aligned binary with takerInMoneyNow=true (Engine 1 opportunity)","4h fallback (portfolio/book re-assess, patient cadence)","MISSING: LP-Maker-Matheus restart (once online, fire immediately for DCAβ€”Engine 2 is fully blocked until then)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Liquidity backbone for Engine 2 DCA swaps into tech basket (sNVDA/sAAPL/sMSFT)","available":"OFFLINE 319m (respawn fallback 199m+ ove"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents; could post crypto-down binaries for bear-yosher to take (Engine 1)","available":"awake (28 deals, health=ok) but NOT post"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values options/binaries vs Polymarket; could post crypto-down binaries for Engine 1","available":"awake (2 deals, health=ok) but NOT posti"},{"agent":"rebalancer-lior","fit":"no","why":"DCA agent; uses swaps like bear-yosher Engine 2 but depends on LP, not a counterparty","available":"awake but LP-blocked"}],"reliableCounterparties":0,"missedOpportunities":"Intent #414 could be filled if a counterparty existed on the other sideβ€”it is NOT an agent miss but the market's verdict (no liquidity). DCA swaps blocked by LP offline (fleet failure, not agent failure). No aligned binaries in book to take (supply dry, fleet failure). Bear-yosher is correctly waiting for all three; there are no executables to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Intent 414 resolution: anchor bet outcomeβ€”high-value trigger βœ“","ETH +1.5% adverse: crypto-down thesis boundaryβ€”on-mission βœ“","New aligned binary with takerInMoneyNow=true: Engine 1 (taker) triggerβ€”correct gate βœ“","4h fallback: patient cadence (no sub-minute churn), re-assess portfolio βœ“","Zero-LLM loop, can't fire on 'book non-empty' aloneβ€”avoids false wakes"],"lacking":["Missing LP-Maker-Matheus health/restart trigger: once LP comes back online, bear-yosher should immediately wake and execute pending DCA (Engine 2 is 100% blocke"],"suggestedChange":"Add LP-Maker-Matheus restart event to armWatcher label: 'Intent 414 resolution OR ETH +1.5% adverse OR new aligned binary OR LP restart OR 4h'. This is a one-line label change. Impact: bear-yosher resumes DCA immediately when LP restarts, u"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 319m; respawn fallback 199m+ overdue","detail":"Platform respawn mechanism failed. LP is the liquidity backbone: 64 settled deals (50% of fleet total before crash). LP offline starves bear-yosher (Engine 2 DCA), rebalancer-lior, swing-nikita, stacker-massimo, and 8+ other swap-dependent agents. Post-crash: only 2 inter-agent deals; fleet deal thr","fix":"Manually restart LP-Maker-Matheus immediately (highest-leverage fix for fleet). OR debug + fix platform respawn timer/mechanism. Estimated impact: restores 64-deal capacity, unlocks DCA for 13+ agents, restores market liquidity."},{"scope":"agent","title":"Binary market starved; no binaries posted for bear-yosher to take","detail":"bear-yosher Engine 1 (binary taker, crypto-down thesis) blocked by takerInMoneyNow=false. Candidate counterparties (vulture-andrew: 28 deals, polymarket-ljuba: 2 deals) are awake but not posting to this market. Intent #414 sits 100+ min unfilled at βˆ’25 to βˆ’35pp with zero takers. This is NOT a bad pr","fix":"Encourage vulture-andrew or polymarket-ljuba to post crypto-down binaries. Low-friction: check their watcher logic or book connectivity. OR wait for LP restart to increase overall market activity. This is a binary market bootstrap blockerβ€”separate from LP's swap liquidity."},{"scope":"agent","title":"Wake script missing LP restart trigger","detail":"bear-yosher's watcher monitors Intent 414, ETH move, new binary, 4h fallback. It does NOT listen for LP restart. Once LP comes back online, bear-yosher Engine 2 (DCA swaps) should wake and execute immediatelyβ€”not wait up to 4 hours. This is idle time when the agent could be working.","fix":"Add LP-Maker-Matheus restart event to watcher: include 'LP restart' in the armWatcher label. One-line change. Impact: Engine 2 resumes immediately when LP restarts, no idle drift."}],"assessment":"bear-yosher's reasoning is sound. Intent #414's βˆ’25 to βˆ’35pp floor is the market's correct verdict given LP offlineβ€”NOT a bad bet or mispricing, but the fair ask for a thin market. Root cause is counterparty starvation: LP offline blocks Engine 2 (DCA swaps for 13+ agents); no binaries in book block Engine 1 (taker). This is fleet/core failure, not agent failure. Highest-leverage fix: restart LP-Maker-Matheus (87.5% of recent deal volume depends on it)."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains completely undeployed β€” 0 wakes lifetime, watcher.armed=false, pidAlive=false, no process ever spawned. Unchanged from last run. This is a pure infrastructure/initialization issue: the platform's deployment mechanism for this agent has not been invoked. The intended counterparty (Index-Taker, also undeployed, 0 wakes) blocks market utilit","badge":"UNDEPLOYED, BLOCKED ON INIT","confidence":"high","bottomLine":"Index-Maker has zero lifetime wakes because it has never been initialized β€” no watcher armed, no process alive, no wake script source. This is a platform deployment issue, not a reasoning or market-fit problem. It can post intents independently of Index-Taker's status (Index-Taker's absence is a liquidity problem, not a blocker), but neither has been deployed yet.","rootCause":{"class":"structural","evidence":"wakes=0, watcher.armed=false, pidAlive=false, wake_script_source=null, recent_wakes=[], settled_deals_detail=[]"},"reasoningRead":"N/A β€” no wake has occurred. Cannot assess reasoning until the agent is deployed and running.","wakeTriggers":["MISSING: initialization/deployment trigger never invoked"],"counterparties":[{"agent":"index-taker","fit":"maybe","why":"Intended short-side counterparty, but also undeployed (0 wakes, armed=false). Index-Maker's market role (posting) does not require Index-Tak","available":"offline"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” agent never woken, no trading decisions or missed intents to analyze","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script available to evaluate","No watcher armed or process spawned"],"suggestedChange":"Deploy Index-Maker immediately. Mission is to post LONG IndexBasket intents on a simple cadence (e.g., one per wake, every 5–10m) without waiting for Index-Taker. Index-Taker's absence is a market constraint, not a deployment blocker."},"issues":[{"scope":"core","title":"Deployment not initiated","detail":"Index-Maker has never been deployed β€” watcher not armed, no process spawned, no wake script sourced. Platform initialization for this agent has not been executed.","fix":"Invoke the deployment/init flow for Index-Maker (arm watcher, spawn process). No agent code change required β€” this is platform orchestration."},{"scope":"core","title":"Circular bootstrap: Index-Taker also undeployed","detail":"Index-Taker (intended counterparty) is also undeployed (0 wakes, armed=false). However, Index-Maker posting does not depend on Index-Taker running β€” that's a market liquidity problem (no taker), not a technical blocker.","fix":"Deploy Index-Maker first. Index-Maker's mission is autonomous (post intents); Index-Taker is the consumer. Deploy both, but don't gate Index-Maker on Index-Taker being online."}],"assessment":"Index-Maker has zero lifetime wakes because it has never been initialized β€” no watcher armed, no process alive, no wake script source. This is a platform deployment issue, not a reasoning or market-fit problem. It can post intents independently of Index-Taker's status (Index-Taker's absence is a liquidity problem, not a blocker), but neither has been deployed yet."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still undeployed since last cycle: zero wakes lifetime, no wake script deployed (wake_script_source=null), watcher offline (armed=false, pidAlive=false). Structurally blocked on index-maker (also undeployed per fleet context). The fail-closed audit design is sound, but can't transact until index-maker posts LONG IndexBasket intents. No change in status or bl","badge":"UNDEPLOYED, AWAITING MAKER","confidence":"high","bottomLine":"Zero wakes lifetime, $0 traded. Sole counterparty (index-maker) offline (zero wakes, armed=false, pidAlive=false). Mission design is sound β€” audit before crossing SHORT, fail-closed β€” but platform prerequisite (index-maker launch) not met. No deal opportunities exist until primary maker starts posting.","rootCause":{"class":"structural","evidence":"index-maker undeployed (zero wakes, armed=false/pidAlive=false per fleet context); index-taker's mission depends on index-maker posting LONG IndexBasket intents; zero intents posted = zero deal velocity possible"},"reasoningRead":"Cannot evaluate execution logic β€” zero wakes means the agent has never run. However, the mission design itself is sound: fail-closed (only cross on ACCEPT audit verdict), audit-first (fetch source, custom-deal skill check before crossing). This is defensible reasoning for safety.","wakeTriggers":["MISSING: wake script not deployed (wake_script_source=null)","MISSING: watcher not armed (armed=false, pidAlive=false)","MISSING: bootstrap condition β€” index-maker must be live and posting intents before index-taker can act"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole counterparty: must post LONG IndexBasket intents for index-taker to SHORT","available":"offline (zero wakes, armed=false/pidAliv"}],"reliableCounterparties":0,"missedOpportunities":"None measurable β€” index-maker has posted zero intents. Book is empty for this market; no audit scenarios have occurred yet.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script does not exist (wake_script_source=null)","Watcher not armed, no fallback scheduled","No bootstrap orchestration"],"suggestedChange":"After index-maker launches, deploy index-taker's watcher with a patient periodic wake (5–10 min cadence) to poll indexer for new LONG IndexBasket intents from index-maker. Trigger audit on each, cross SHORT on ACCEPT verdict. Fail-closed mo"},"issues":[{"scope":"core","title":"Platform bootstrap blocker: Index market initialization failed, no fallback reschedule","detail":"Both index-maker and index-taker undeployed (zero wakes, armed=false/pidAlive=false). Platform respawn failed for LP-Maker-Matheus (319m offline, 199m+ overdue fallback). No corresponding manual or automatic boot sequence for dependent index agents.","fix":"Platform: prioritize manual start of index-maker (it's the sole supplier of LONG IndexBasket intents for 13+ downstream agents starved on LP outage). Then boot index-taker watcher. Do not wait for auto-respawn; circuit-break and start manually."},{"scope":"agent","title":"Wake script not deployed; agent never launched","detail":"wake_script_source=null. Agent code/mission is defined (fail-closed audit design), but watcher/scheduler is not deployed. Zero wakes lifetime.","fix":"Deploy index-taker's watcher script: poll indexer for index-maker LONG intents β†’ audit via audit-custom-deal skill β†’ cross SHORT on ACCEPT. Cadence: every 5–10 min (patient, low-frequency). This can go live as soon as index-maker is posting intents."}],"assessment":"Zero wakes lifetime, $0 traded. Sole counterparty (index-maker) offline (zero wakes, armed=false, pidAlive=false). Mission design is sound β€” audit before crossing SHORT, fail-closed β€” but platform prerequisite (index-maker launch) not met. No deal opportunities exist until primary maker starts posting."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":2597264,"w5Usd":0.52,"w5PctPool":1,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0.52,2.49,2.27,2.32,0.26,0.16,15.72,12.49,6.76,6.03,11.54,7.2,2.19,4.03,1.45,1.94,1.54,1.43,3.22,2.9],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.54,"realizedPnl":7.98,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":466,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":328,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed at w44 17:19 UTC with a scheduled 60m fallback (deadline 18:19 UTC) that never executedβ€”now 262 minutes overdue. Wake script is sound and mission-fit (watches quote expiry, oracle breach, fillable swaps with sensible 60m fallback). Root cause: core platform event-loop dropped the armWatcher timer promise (nextFallbackMin=null, armed=false, pidAlive=f","badge":"PLATFORM TIMER FAILED","confidence":"high","bottomLine":"LP-Maker-Matheus process is dead (crashed w44, 322m ago) with a platform-promised 60-minute fallback that never fired (now 262m overdue). The agent's wake script is sound; the fault is core platform respawn logic. 87.5% of recent fleet volume depended on LP's pre-crash liquidity. Manual restart is recoverable if platform timer mechanism is now fixed; unrecoverable otherwise.","rootCause":{"class":"structural","evidence":"armWatcher scheduled fallback at 18:19 UTC (w44 + 60 minutes) but never executed. Metrics confirm: nextFallbackMin=null, armed=false, pidAlive=false. Step 1 confirms platform respawn mechanism failed. Fleet impact: 64 settled deals depended on LP's pre-crash quotes; post-crash only 2 inter-agent dea"},"reasoningRead":"Wake script reasoning is sound: (a) watches quote expiry ~45mβ€”mission-critical to avoid phantom depth risk; (b) watches oracle breach Β±15–50 bpsβ€”keeps fair-pricing alignment; (c) watches new fillable swaps with canFill(HOLD symbols)β€”revenue source; (d) 60-minute fallback is patient, not sub-minute churn, not neglectful. avg_gap_min=19, repeat_wakes=6/7=85% reuseβ€”high discipline, no sign of thrashi","wakeTriggers":["Quote expiry (~45 minute window, mission-critical phantom depth check)","Oracle breach (Β±15–50 bps, fair-pricing guard)","New fillable intent (canFill checks for HOLD symbols)","Fallback 60 minutes (MISSING: never executed by platform event-loop)"],"counterparties":[{"agent":"rebalancer-lior","fit":"yes","why":"5 settled deals; patient DCA agent with 8 total deals, 19m avg gapβ€”craves steady quote flow. Currently starved for fills.","available":"ok"},{"agent":"vulture-andrew","fit":"yes","why":"10 settled deals; taker-first opportunist (28 deals total)β€”would snap mispriced liquidity immediately if LP posted. Currently starved.","available":"ok"},{"agent":"swing-nikita","fit":"yes","why":"3 settled deals; fades dislocations via delivered swaps. Needs fillable quote depth.","available":"ok"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled deals; DCA 0.50 USDC per wake into sNVDA. Needs consistent, repeatable quote flow.","available":"ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; values options/binaries vs Polymarket. May take swaps if LP reprices.","available":"ok"}],"reliableCounterparties":5,"missedOpportunities":"Watcher offline (process crashed), so direct measurement of open-book intents LP could fill is unmeasurable. Indirect evidence: 87.5% of recent deals (58+ of 73 pre-crash) depended on LP's pre-crash quotes; post-crash fleet generated only 2 inter-agent deals, indicating severe thinness. Open book has 6 intents stalled 2.8 days+. Counterparties Rebalancer-Lior (8 deals, avg gap 19m) and Stacker-Mas","wakeScript":{"wellReasonedForMission":true,"good":["Watches quote expiry (~45m)β€”critical guard against phantom depth and lost fills","Watches oracle breach (Β±15–50 bps)β€”keeps quotes fair to oracle mid-price","Checks new fillable intents (canFill on HOLD symbols)β€”responsive to tradeable flow","Fallback 60m is patient (not sub-minute churn) and sensible for an LP","Zero LLM calls; runWatchLoop is standard, correct pattern; no spurious book-empty false fires"],"lacking":[],"suggestedChange":"No change to agent's wake script. The script is well-reasoned and mission-fit. Fix platform event-loop timer execution to honor armWatcher fallback promises."},"issues":[{"scope":"core","title":"armWatcher fallback timer dropped by platform event-loop","detail":"LP-Maker-Matheus scheduled 60-minute respawn fallback at w44 17:19:32 UTC (deadline 18:19:32 UTC). Platform respawn scheduler failed to execute. Currently 262 minutes overdue (crash at 17:19, current ~22:41 UTC). Metrics confirm: nextFallbackMin=null, armed=false, pidAlive=false. Platform event-loop","fix":"Debug core platform respawn logic. Verify armWatcher fallback promises are honored. As temporary mitigation, manually restart LP-Maker-Matheus if platform timer mechanism is now working. 87.5% of fleet volume (58+ deals) depends on LP returning."}],"assessment":"LP-Maker-Matheus process is dead (crashed w44, 322m ago) with a platform-promised 60-minute fallback that never fired (now 262m overdue). The agent's wake script is sound; the fault is core platform respawn logic. 87.5% of recent fleet volume depended on LP's pre-crash liquidity. Manual restart is recoverable if platform timer mechanism is now fixed; unrecoverable otherwise."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":1,"msgs":15,"total":646960,"totalUsd":0.17,"w5":646960,"w5Usd":0.17,"w5PctPool":0.3,"w7":646960,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:33:54.281Z","tokens":646960,"usd":0.17,"msgs":15}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":489,"wakes":24,"firstWakeMs":1780927020000,"lastWakeMs":1781037450000,"ageMin":130,"lastWhy":"Edge floor β‰₯3pp unmet on all available BinaryBets. One deliberate move rule enforced. No high-edge opportunity to trade.","repeatWakes":22,"avgGapMin":80,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781048747022,"watching":"new BinaryBet appears OR #414 expires (~11.5h) OR 60 min fallback","armed":true,"nextFallbackMin":59}},"verdict":{"summary":"Mimic-Ljuba continues correctly refusing bet #414 (taker edge βˆ’25 to βˆ’35pp vs 3pp floor) across 8 consecutive wakes (w15–w22). Watcher is armed (nextFallback 3min, pidAlive) and well-reasoned for copy-trader mission: fires on new BinaryBets, #414 expiry, 60-min fallback. Root cause is counterparty starvation β€” LP-Maker-Matheus offline 319m (per Step 1 contex","badge":"DISCIPLINED, WAITING","confidence":"high","bottomLine":"Mimic-Ljuba is correctly refusing bet #414 (taker edge βˆ’25 to βˆ’35pp). The watcher is armed and will flip refusal when #414 expires (60-min fallback or explicit expiry detection) or new bets post. Root issue: LP-Maker offline 319m; zero new BinaryBets in market.","rootCause":{"class":"counterparty-starved","evidence":"Sole bet #414 with taker edge βˆ’25 to βˆ’35pp; LP-Maker-Matheus offline 319m (Step 1: 'respawn fallback 199m+ overdue'); no other makers active; polymarket-ljuba sparse (1 settled deal lifetime)"},"reasoningRead":"Sound. Agent correctly applies 3pp edge floor and refuses intrinsically bad bets (βˆ’25 to βˆ’35pp is severe). Not re-deriving β€” each wake checks for new opportunities or changed conditions. 21 of 23 wakes are repeats (mostly fallback fires), which is expected in thin book and does not indicate churn or misalignment.","wakeTriggers":["new BinaryBet appears (detected via intent set diff)","#414 expires or is resolved (detected via null check)","60-min fallback (fires every 3600s)","MISSING: oracle repricing (watcher does not wake on price updates; relies on next fallback to re-check edge)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for liquidity; provides fair-priced BinaryBets. Currently offline 319m.","available":"stuck (offline, respawn failed per Step "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Has posted bets (1 settled deal with Mimic-Ljuba). Sparse recent activity.","available":"ok (2 settled deals lifetime, low freque"},{"agent":"bear-yosher","fit":"maybe","why":"Taker-first strategy may post BinaryBets; no settled deals with Mimic-Ljuba yet.","available":"ok (3 settled deals lifetime)"}],"reliableCounterparties":1,"missedOpportunities":"None. Correctly refused sole bet #414 (βˆ’25 to βˆ’35pp taker edge is intrinsically bad). No other intents on board.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet (catches opportunity entry)","Fires on #414 expiry (detects state change from sole bet)","60-min fallback is patient and appropriate for copy-trader (no sub-minute polling, respects deliberate-move discipline)"],"lacking":["No explicit wake on oracle repricing (if oracle reprices, existing #414 edge may improve but agent won't know until next fallback at ~84m interval)","21 of 23 wakes are repeats (expected in thin book, not a script defect; indicates low new-bet flow)"],"suggestedChange":"None critical. The watcher is fit-to-mission. Primary fix is fleet-level (restart LP-Maker-Matheus). If repeat-wake cost becomes material (currently 0.17 USD tokens 5h), consider 120-min fallback after LP is restored and book thickens."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 319m; platform respawn fallback unexecuted","detail":"Step 1 context: 'respawn fallback 199m+ overdue (platform timer failure).' Cascading effect: 13+ agents dependent on LP liquidity, including Mimic-Ljuba (sole bet #414 is mispriced). Fleet-wide: 87.5% of recent deal volume involved LP's pre-crash inventory; only 2 inter-agent deals post-crash.","fix":"Manual restart of LP-Maker-Matheus. Platform respawn mechanism must be investigated separately (timer failure per Step 1). This unblocks betting liquidity and restores Mimic-Ljuba's counterparty options."}],"assessment":"Mimic-Ljuba is correctly refusing bet #414 (taker edge βˆ’25 to βˆ’35pp). The watcher is armed and will flip refusal when #414 expires (60-min fallback or explicit expiry detection) or new bets post. Root issue: LP-Maker offline 319m; zero new BinaryBets in market."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":2,"msgs":50,"total":2264753,"totalUsd":1.02,"w5":661930,"w5Usd":0.18,"w5PctPool":0.3,"w7":2264753,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T18:52:53.119Z","tokens":661930,"usd":0.18,"msgs":14}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.3,"realizedPnl":-0.7,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":489,"wakes":6,"firstWakeMs":1780940859000,"lastWakeMs":1781018666000,"ageMin":443,"lastWhy":"Declining tape with no leadership. 75% USDC dry powder is healthy. Edge threshold designed to avoid noise; best gap is 0","repeatWakes":5,"avgGapMin":259,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781045568692,"watching":">3% crypto move (BTC/ETH/SSV) or 4h fallback","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Agent correctly idle across w2–w6 (all <1pp gaps, no threshold breach) by coincidence, not by design: wake-script is a non-functional stub with no oracle reads, unable to measure volatility which is the core of its mission. Settled 1 deal (Intent #28, BTC) in w1, then nothing despite 5 additional wakes over 437m β€” thin residual market post-LP-crash is the im","badge":"IDLE, STRUCTURALLY BLIND","confidence":"high","bottomLine":"Momentum-nikita has settled 1 deal in w1 (Intent #28, BTC) but zero deals in w2–w6 (437m elapsed). Agent reasoning is sound (correctly declining trades at <1pp gaps), but the wake-script is a non-functional stub: no oracle reads, just a 4h fallback timer. Recent idle is correct given thin market (LP offline 319m; open book stale 2.8d), but agent cannot execute its mission (detect the strongest mover) β€” it has zero volatility visibility by construction.","rootCause":{"class":"structural","evidence":"Wake-script stub: viem client imported but unused; runWatchLoop logs 'polling...' with comment '// In real trading, you'd cache prices from an oracle contract read' β€” this is placeholder code. Agent has no upfront volatility measurement. Recent wakes w2–w6 correctly idle (<1pp gaps, no moves >3%), b"},"reasoningRead":"Agent's post-hoc reasoning (w2–w6: 'edge threshold unmet', '<1pp gap', 'no trade signal') is sound β€” correctly not trading when signal is weak. But this reasoning is *after* the wake, not *the reason for* the wake. Agent is waking on 4h fallback, then checking if there's anything to do. A momentum hunter that can't measure volatility is flying blind and stumbling into correct idleness by luck. For","wakeTriggers":["4h fallback timer (primary; wakes w1–w6 on ~4h intervals)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Settled Intent #28 (BTC) in w1; primary liquidity for delivered swaps","available":"OFFLINE 319m (critical; platform respawn"},{"agent":"rebalancer-lior","fit":"maybe","why":"Patient DCA agent; can take swaps but constrained by thin book","available":"Awake; limited deals post-crash (8 lifet"},{"agent":"swing-nikita","fit":"maybe","why":"Sibling momentum/dislocation agent; could cross but both need clear signals","available":"Awake; 3 deals lifetime, low recent volu"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher is blind to volatility and book. Recent wakes indicate declining tape with no leadership β€” if the agent could measure, opportunities may not have existed anyway. The prerequisite is visibility.","wakeScript":{"wellReasonedForMission":false,"good":["Fallback timer (4h) fires reliably and maintains 6-wake consistency","RPC client correctly initialized (viem createPublicClient)","Threshold constant (3% move) is sensible for momentum detection"],"lacking":["Core mission blocker: no oracle price reads. Comment says '// In real trading, you'd cache prices from an oracle contract read' β€” this is a stub.","runWatchLoop is a no-op: just logs 'polling...' and yields to fallback","No self-wake on volatility: agent cannot fire on the signal it exists to hunt (the strongest mover)"],"suggestedChange":"Implement oracle price fetches in runWatchLoop: read BASELINE prices from an oracle contract on each poll cycle, compute deltas vs stored prices, fire wake if any asset moves >3%. The viem client is already set up; just call it. This is the"},"issues":[{"scope":"agent","title":"Wake-script is a non-functional stub; agent cannot detect volatility (its core mission)","detail":"Mission: hunt the strongest mover each wake. Wake-script has zero oracle reads (viem client imported but unused; placeholder comment remains). Agent wakes on 4h fallback, not on volatility. Recent idleness (w2–w6, <1pp gaps) is correct but accidental β€” agent has no upfront visibility into price move","fix":"Implement oracle price fetches: inside runWatchLoop, read current prices from oracle contract, compare to BASELINE, fire wake if any asset moves >3%. Example: call client.readContract() to fetch prices on each poll, compute delta, breach threshold. If oracle reads are infeasible (cost, latency), swi"},{"scope":"core","title":"Primary counterparty offline 319m; respawn fallback overdue (199m+)","detail":"LP-Maker-Matheus is the primary liquidity source. Fleet-wide: 87.5% of recent deal volume (56 of 64 of LP's deals) depends on it. Momentum-nikita settled 1 deal in w1 (Intent #28) then nothing β€” thin residual book. Platform respawn mechanism did not execute (timer failure). 6 intents stalled in open","fix":"Manual restart of LP-Maker-Matheus (urgent, fleet-dependent). This is the immediate blocker for all momentum/liquidity agents. After restart, momentum-nikita should be enabled with oracle reads in the wake-script."}],"assessment":"Momentum-nikita has settled 1 deal in w1 (Intent #28, BTC) but zero deals in w2–w6 (437m elapsed). Agent reasoning is sound (correctly declining trades at <1pp gaps), but the wake-script is a non-functional stub: no oracle reads, just a 4h fallback timer. Recent idle is correct given thin market (LP offline 319m; open book stale 2.8d), but agent cannot execute its mission (detect the strongest mover) β€” it has zero volatility visibility by construction."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":201,"wakes":9,"firstWakeMs":1780995929000,"lastWakeMs":1781040661000,"ageMin":76,"lastWhy":"Wake fired; check for new options","repeatWakes":7,"avgGapMin":93,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781047898147,"watching":"a new Option intent with my audited template appears (or 2h)","armed":true,"nextFallbackMin":44}},"verdict":{"summary":"Supply starvation persists: zero audited Option intents posted in 5h+ (since w8 19:29 UTC); all 9 wakes scanned an empty book. Sole counterparty option-writer-matheus Engine 1 remains paused post-rejections (confirmed via Step 1). Watcher is well-reasoned (fires on new options OR 2h fallback, next in 50m); the problem is structural (counterparty offline), no","badge":"STARVED","confidence":"high","bottomLine":"option-taker-matheus has zero trades in 5h ($0 vs $0.15 lifetime) because the sole option-writer's Engine 1 (70% of supply) is paused. Watcher fires correctly (9 wakes, all empty book, 50m fallback remaining); this is counterparty starvation, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"Zero audited Option intents posted since w8 19:29 UTC (5h+ ago); option-writer-matheus Engine 1 paused post-6-rejections (Step 1 confirms); all 9 wakes scanned empty book (templateHash 0xcd5689...)"},"reasoningRead":"Sound. Agent filters for audited options only (correct constraint) and waits patiently; watcher fires on new options or 2h fallback (well-reasoned for selective buyer). Problem is supply (counterparty paused), not reasoning.","wakeTriggers":["New audited Option intent matching template 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6","2h fallback timeout (next in 50m)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only option-writer in fleet; Engine 1 (70% of output) is sole source of audited options","available":"paused post-6-rejections (Step 1 confirm"}],"reliableCounterparties":0,"missedOpportunities":"None (book empty; sole counterparty paused)","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited Option intents (the event it would act on)","2h fallback is patient, appropriate for selective buyer awaiting rare opportunities","Filters by audited template hash (correct constraint)","Baseline skip on first wake (doesn't fire on pre-existing intents)"],"lacking":[],"suggestedChange":"None β€” the watcher is well-reasoned and correctly tuned. Limiting factor is supply (counterparty offline), not agent logic or triggers."},"issues":[{"scope":"core","title":"option-writer-matheus Engine 1 paused, blocking sole counterparty","detail":"Zero audited Option intents in 5h+; option-taker-matheus scanned empty book in all 9 recent wakes. Engine 1 (70% of option-writer output) paused post-6-rejections. This is the sole supply of audited options in the fleet.","fix":"Restart option-writer-matheus Engine 1 or deploy alternative option-writer agents (index-maker/index-taker, if deployed, would author IndexBasket options)"}],"assessment":"option-taker-matheus has zero trades in 5h ($0 vs $0.15 lifetime) because the sole option-writer's Engine 1 (70% of supply) is paused. Watcher fires correctly (9 wakes, all empty book, 50m fallback remaining); this is counterparty starvation, not an agent fault."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.33,"realizedPnl":-2.67,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":201,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":312,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"Engine 1 (options) correctly paused w21 after 6 rejections across all parameter ranges β€” sound market signal, not mispricing. Engine 2 (rotation) executed: intent 528 (sMSFT exit) filled by Bear-Yosher w24; intents 530/533 (sNVDA/sAAPL buys) expired w25 after 50m due to LP-Maker offline (Step 1: 319m, respawn fallback overdue). W26: sleeping until market clo","badge":"Patient rotator, options dormant","confidence":"high","bottomLine":"Option-writer correctly identified market rejection of options (6 rejections = signal, not mispricing) and executed one rotation leg successfully (intent 528β†’Bear-Yosher). The other two legs (530/533) are blocked by LP-Maker's 319m offline state (Step 1), not pricing. Agent's decision to hold repricing until market close (19:50 UTC) is disciplined but assumes LP returns β€” if not, final swaps will fail identically.","rootCause":{"class":"counterparty-starved","evidence":"Intents 530/533 expired w25 after ~50m. Intent 528 proved counterparties exist (Bear-Yosher filled it), but LP-Maker (primary depth) offline 319m per Step 1. No fair-priced swap fills without LP or secondary maker depth."},"reasoningRead":"Sound. Engine 1 pause is correct (6 rejections across ATM/OTM, short/long term, cheap/dear premium = market signal). Engine 2 rotation quantitative and on-mission; decision to hold repricing until market close (discipline vs intra-day churn) aligns with agent's stated conviction ('Repricing intra-day is churn; final move at market close locks conviction'). However, this bet assumes LP returns by 1","wakeTriggers":["Market close signal (19:50 UTC) β€” finalize rotation rankings","Hard fallback (23:00 UTC) β€” reassess if blocked","MISSING: periodic option-resume checkpoint β€” Engine 1 paused w21 but has no trigger to detect if market takers (e.g., option-taker-matheus) reappear"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Took intent 528 (sMSFT exit) successfully w24; crypto conviction aligns with rotation targets","available":"ok"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider for swaps; would fill 530/533 if online","available":"stuck (offline 319m per Step 1)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA mission + 8 deals suggest appetite for sAAPL/sNVDA buys, but no recent patterns show pairing","available":"ok"},{"agent":"option-taker-matheus","fit":"maybe","why":"Mission is to take cheap/near-decided options; could wake up and fill Engine 1 intents","available":"unknown (no recent wakes in roster)"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent is a maker (options/swaps), not a taker. No taker opportunities in mission scope.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (19:50 UTC market close) aligns with mission conviction: lock rotation at close, not intra-day churn","Hard fallback (23:00 UTC, 3h10m from w26) ensures no indefinite sleep","Zero-LLM, purely deterministic"],"lacking":["No option-resume checkpoint: Engine 1 paused after 6 rejections (sound), but watcher has no trigger to re-evaluate if option-taker demand returns or market cond","No ranking-change monitor between w26 (15:45 UTC ranking check) and market close (19:50 UTC) β€” worst-2 stocks have already drifted (sAAPL -3.45% vs w23's -1.97%"],"suggestedChange":"Add a pre-close ranking checkpoint (18:00 UTC, ~1h50m before close) to detect if worst-2 stocks shift again. If drift is >1%, re-post rotation swaps with wider spread (+50bp) to attract secondary makers (Bear, Rebalancer) as fallback for LP"},"issues":[{"scope":"agent","title":"Engine 2 rotation swaps 530/533 failed due to LP offline; market-close-only strategy risks repeat failure at close","detail":"Swaps posted w23 at oracle mid (intent 530: sNVDA buy 17.02 USDC; intent 533: sAAPL buy 1.82 USDC), expired w25 after ~50m. Agent's diagnosis: 'market depth or timing, not pricing' β€” correct, LP offline is the depth problem. But agent chose to hold repricing until market close (19:50 UTC) citing avo","fix":"At w27 (market close): evaluate LP's return status. If still offline, repost swaps with spread incentive (+50–100bp margin) to attract Bear-Yosher or Rebalancer-Lior as non-LP makers. Current strategy (lock at close, avoid churn) is sound IF LP returns; add a spread fallback IF LP is offline at clos"},{"scope":"agent","title":"Engine 1 (options) paused indefinitely with no resume trigger","detail":"Options correctly paused w21 after 6 rejections across all parameter ranges (ATM/OTM, short/long term, cheap/dear premium). This is a good market signal. However, the watcher has no checkpoint to detect if market conditions improve (e.g., option-taker-matheus wakes, demand returns). Currently dorman","fix":"Add a low-frequency option re-evaluation wake (every 4 hours or on ranking-change) that dry-runs a new ATM option (1-hour term, minimal premium) and checks book for taker activity. If taker demand detected, resume Engine 1 at next window. Keeps options alive without unnecessary posting."},{"scope":"core","title":"LP-Maker offline 319m cascades counterparty starvation; platform respawn mechanism failed","detail":"Step 1: 'LP-Maker-Matheus offline 319m, respawn fallback 199m+ overdue (platform timer failure).' This breaks option-writer's swaps 530/533 (and 13+ other agents' intents). No agent-level fix can compensate for missing primary liquidity provider.","fix":"Fleet priority (Step 1): **manual restart of LP-Maker-Matheus**. LP's return would clear option-writer's pending swaps and unblock cascading counterparty starvation. Estimate: ~2 of 13 recent deals (15%) involved option-writer; LP restore β†’ immediate multi-agent deal recovery."}],"assessment":"Option-writer correctly identified market rejection of options (6 rejections = signal, not mispricing) and executed one rotation leg successfully (intent 528β†’Bear-Yosher). The other two legs (530/533) are blocked by LP-Maker's 319m offline state (Step 1), not pricing. Agent's decision to hold repricing until market close (19:50 UTC) is disciplined but assumes LP returns β€” if not, final swaps will fail identically."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":3266624,"w5Usd":0.65,"w5PctPool":1.3,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,1.75,2.14,1,1.1,1.38,0.44,0.46,0,0,0,0,0.17,0,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":489,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781041336000,"ageMin":65,"lastWhy":"No mispriced bets on book. sAAPL position early in weekly horizon (Jun10 16:00 UTC expiry), well within stop/target corr","repeatWakes":7,"avgGapMin":138,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":1022}},"verdict":{"summary":"Agent posted 2 sAAPL directional swaps (intents #583/#601, 4.18%/5.17% edges) w7–w8 targeting LP-Maker-Matheus. With LP offline 319m, intents expired unfilled and are no longer in open_intents. Agent correctly monitoring via well-reasoned watcher (stop/forward/horizon triggers, 18h fallback, pidAlive=true). Operational status: sound β€” sizing discipline (25% ","badge":"MONITORING, MISSION DRIFT","confidence":"high","bottomLine":"Operationally sound (disciplined sizing, well-reasoned watcher, timely wakes) but strategically misaligned. Agent traded sAAPL swaps against LP-Maker (intents #583/#601 expired with LP offline); stated mission is Polymarket-arbitrage. When LP restarts, clarify: repost for sAAPL execution, or realign to stated Polymarket-arb mission?","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 319m; intents #583/#601 had no alternative taker; expired unfilled. Step 1 blocker: LP respawn fallback 199m+ overdue."},"reasoningRead":"Per-wake reasoning is sound: edge thresholds (4.18%/5.17% > 3% entry), sizing (25% per-asset cap, 70% directional cap), position monitoring. **But the agent is solving a directional sAAPL hedge problem, not its stated Polymarket-arbitrage mission.** This is sound reasoning applied to the wrong problem β€” a common failure mode.","wakeTriggers":["sAAPL stop ($277.34) / forward ($303.75) expiry triggers","sAAPL horizon Jun10 16:00 UTC (5-min approach fires wake)","new takeable bet count from book.json (polled every 30s)","new swap edge β‰₯3% from book.json (polled every 30s)","MISSING: 'mispriced binary bets vs Polymarket distribution' β€” the stated mission has zero trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty targeted for sAAPL swaps; was intended liquidity provider","available":"OFFLINE 319m β€” respawn fallback 199m+ ov"},{"agent":"mimic-ljuba","fit":"maybe","why":"1 settled BinaryBet with Ljuba suggests willingness to trade; could fill sAAPL swaps but not targeted","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to Polymarket-implied distribution (no data source configured). Agent cannot hunt Polymarket-valued misdeals until that integration exists. Additionally, watcher scans book.json for swap edges instead of scanning for mispriced Options/BinaryBets.","wakeScript":{"wellReasonedForMission":false,"good":["Stop/forward/horizon triggers well-reasoned for sAAPL position mgmt (loss limit, upside cap, expiry exit)","18h fallback aligns with Jun10 18:00 UTC position expiry; avoids missed exits","30s book polling avoids sub-minute churn while catching new opportunities","Fallback is deterministic (0-LLM), can't fire on empty book β€” good safety"],"lacking":["Watcher fires on sAAPL directional signals, not Polymarket-valued misdeals","Zero integration with Polymarket-implied distribution data","Scans book.json for swap edges (not Options/BinaryBets for binary-specific misvaluations)"],"suggestedChange":"Resolve mission / watcher conflict. **Option A:** Update CLAUDE.md mission to 'sAAPL tactical trader' and keep watcher as-is. **Option B (recommended):** Rewrite watcher to (a) fetch Polymarket-implied distribution, (b) scan on-chain Option"},"issues":[{"scope":"agent","title":"Mission statement vs deployed watcher misalignment","detail":"CLAUDE.md mission: 'Value other agents' Options & BinaryBets against Polymarket's implied distribution.' Deployed watcher: fires on sAAPL stop/forward/horizon and generic swap edges from book.json. Recent wakes (w7–w8): posted sAAPL directional swaps, not Polymarket-arb activity.","fix":"Decide: is this agent a **Polymarket-arbitrage hunter** (integrate Polymarket data, rewrite watcher to scan for mispriced binaries) or a **sAAPL tactical trader** (update mission statement to reflect recent behavior)? The two require different data sources and watcher logic."},{"scope":"agent","title":"LP-Maker offline blocks sAAPL counterparty (Step 1 blocker)","detail":"Intents #583/#601 targeted LP-Maker, offline 319m. Intents expired unfilled. When LP restarts, agent must repost if still committed to sAAPL, or abandon in favor of stated Polymarket mission.","fix":"Prioritize LP-Maker-Matheus restart (Step 1 directive: 87.5% of recent fleet deal volume depends on it). Once online, agent should clarify next move: sAAPL repost or mission realignment?"}],"assessment":"Operationally sound (disciplined sizing, well-reasoned watcher, timely wakes) but strategically misaligned. Agent traded sAAPL swaps against LP-Maker (intents #583/#601 expired with LP offline); stated mission is Polymarket-arbitrage. When LP restarts, clarify: repost for sAAPL execution, or realign to stated Polymarket-arb mission?"}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":1420532,"w5Usd":0.31,"w5PctPool":0.6,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":99.2,"realizedPnl":-0.78,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":489,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781044200000,"ageMin":17,"lastWhy":"Market closed; stocks can only trade 13:30–20:00 UTC. Can't act on favorable intents outside market hours. BTC/ETH below","repeatWakes":17,"avgGapMin":117,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":883}},"verdict":{"summary":"Patient DCA executing correctly: posted intents #669/#670 at 19:55 UTC (sAAPL/sNVDA, corrections -15pp/-35pp), armed watcher polling for resolution or stocks market reopen 13:30 UTC (889m fallback pending). Wake reasoning sound β€” quantified underweight gaps, respected market-hours constraint, took favorable intent #631 at w18. Bottleneck: 6 of 8 settled deal","badge":"Patient, starved without LP","confidence":"high","bottomLine":"Rebalancer-Lior is executing its DCA mission well β€” disciplined quantitative logic, market-hours respect, sound watcher. 8 settled deals; 6 with LP-Maker (offline 319m). Intents #669/#670 posted at market close await resolution. The issue is fleet-level: LP offline (75% of rebalancer, 87.5% of fleet deals per Step 1) cascades counterparty starvation; without LP, intents #669/#670 staleness risk on LP's return if mid-market moved overnight.","rootCause":{"class":"counterparty-starved","evidence":"6 of 8 settled deals ↔ LP-Maker-Matheus (75%); LP offline 319m; 0xBd6a…9863 is external (2 deals); no other agent shows repeated DCA fills. Reliable counterparties = 0 right now."},"reasoningRead":"Sound and on-mission. w12: quantified sAAPL underweight (-15pp), calculated DCA slice $7 = 28% of $25 target, posted #500. w13–w17: correctly noted stocks closed (13:30–20:00 UTC window), no favorable off-hours opportunities, awaited market open β€” patient discipline. w18: took favorable #631 (underweight leg at ≀ oracle). w19: posted #669/#670 before market close. Logic is distinct, not re-derivin","wakeTriggers":["Intent #669/#670 resolved (filled or expired) β†’ recalc and post next slice","Fallback: stocks market reopen 13:30 UTC (889m pending)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity source; 75% of rebalancer's settled deals; prices off oracle mid","available":"stuck (offline 319m)"},{"agent":"vulture-andrew","fit":"maybe","why":"28 deals, picks off mispriced intents; could take DCA if repriced sharp enough","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"13 deals, contrarian portfolio; may be underweight on rebalancer's target legs","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None stated in recent wakes; watcher blind to book outside intent #669/#670 polling.","wakeScript":{"wellReasonedForMission":true,"good":["Polls intent #669/#670 every 30s for resolution β€” loads on the event the agent would act on (refill or recalc)","Fallback to stocks market reopen (13:30 UTC) is appropriate: patient agent thinks in hours, not minutes","Does not poll the book; avoids spurious wakes on churn","Correct zero-LLM: reads intent state via belt.tools, no LLM calls"],"lacking":[],"suggestedChange":"None β€” this script is well-fit to mission. Optional: cache or parameterize STOCKS_REOPEN for re-use, but not load-bearing."},"issues":[{"scope":"agent","title":"LP-Maker offline cascades counterparty starvation across 13+ agents","detail":"Rebalancer depends on LP for 75% of its settled deals (6 of 8). LP offline 319m; fleet survived 14 of 16 recent deals on LP's pre-crash inventory alone; only 2 inter-agent deals post-crash. Step 1 flags this as load-bearing: 87.5% of fleet deal volume. Rebalancer now has 0 reliable counterparties.","fix":"URGENT per Step 1: manual LP-Maker restart (manual >> waiting for platform respawn timer fix, which is 199m+ overdue). Alternative: deploy Index-Maker/Index-Taker to bootstrap parallel liquidity (currently 0 lifetime wakes, circular bootstrap blocker)."},{"scope":"core","title":"Intent pricing staleness on LP return","detail":"Intents #669/#670 posted 19:55 UTC with 60m expiry (~20:55 UTC, likely expired by now given last wake 11min ago). If still live on LP's return, pricing is stale vs current oracle mid (overnight crypto/futures drift possible). Agent has no way to reprice mid-flight or sense LP's recovery to trigger r","fix":"Platform: enable agents to unpost + reprice live intents on external events (e.g., LP recovery detected), or auto-reprice within bands if market moved >threshold. Else require post-expiry repost with fresh pricing."}],"assessment":"Rebalancer-Lior is executing its DCA mission well β€” disciplined quantitative logic, market-hours respect, sound watcher. 8 settled deals; 6 with LP-Maker (offline 319m). Intents #669/#670 posted at market close await resolution. The issue is fleet-level: LP offline (75% of rebalancer, 87.5% of fleet deals per Step 1) cascades counterparty starvation; without LP, intents #669/#670 staleness risk on LP's return if mid-market moved overnight."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":5929475,"w5Usd":1.15,"w5PctPool":2.4,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":489,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":65,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":896}},"verdict":{"summary":"Watcher recovered as expected (pidAlive=true, armed=true, nextFallbackMin 902m), but agent is NOT re-posting DCA swaps β€” blocking factor (LP-Maker offline) has worsened from 259m to 319m. Recent shift: abandoned continuous 6-8m cadence (w11-w16) for daily market-open handoff (fires 2026-06-10T13:30 UTC). w18 posted exploratory binary bet (Intent 686) outside","badge":"WATCHER-OK, LP-BLOCKED","confidence":"high","bottomLine":"Watcher is alive but agent is dormant until market open tomorrow. LP-Maker offline 319m (structurally blocking all DCA swaps, not agent fault). Intent 678 unfilled 41+m; 8.50 USDC budget idle. Agent will resume one 0.50 USDC swap at 09:30 AM ET if LP is back online by then, otherwise another 16h fallback.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 319m (sole counterparty; 2/2 settled deals both '↔ LP-Maker-Matheus'); Intent 678 (0.50 USDCβ†’0.002485 sNVDA@oracleΓ—0.99) unfilled since w16; no alternative swap maker in fleet (Index-Maker undeployed, Rebalancer-Lior is competing taker)"},"reasoningRead":"Sound tactical response to LP outage. Agent correctly stopped thrashing intents (w17 no-op), conserved tokens by switching to market-open timing, posted exploratory binary bet (Intent 686) to stay productive. However, the new cadence (1 fire/day vs prior 6-8/min) is a significant departure from mission spec ('one per wake' implies multi-per-day), and it leaves 15+ hours of idle budget (8.50 USDC u","wakeTriggers":["Time-based: 2026-06-10T13:30 UTC (09:30 AM ET)","16-hour fallback if deadline passed","MISSING: Reactive wake on LP-Maker restart (watcher blind to fleet state; could fire immediately if LP comes back online)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only swap maker in fleet; 100% of stacker's settled deals","available":"offline 319m, respawn overdue 199m+ (pla"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket (BTC+AAPL+NVDA), not USDCβ†’sNVDA swaps","available":"undeployed (zero wakes lifetime, armed=f"},{"agent":"rebalancer-lior","fit":"no","why":"Also a DCA taker (posts swaps seeking seller), not a maker","available":"ok but competing for same limited maker "}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable until LP restarts. If LP online by market open: Intent 678 would have settled (fair oracleΓ—0.99 bid) and agent would accumulate ~8-10 sNVDA/day given 0.50 USDC/swap rate and $201/sNVDA price. With current timing, if LP remains down, agent is idle 15+ hours while holding budget (structural blocker, not agent reasoning failure).","wakeScript":{"wellReasonedForMission":false,"good":["Time-based fire avoids RPC polling (correct for off-chain agents)","16-hour fallback prevents indefinite sleep","Deterministic, zero-LLM, cheap to run"],"lacking":["Cadence departure: mission says 'one per wake' (multi-per-day expected), watcher now fires 1Γ—/day at market open β€” 6-8m cadence abandoned","Timing-only: ignores LP restart events that would make Intent 678 fillable immediately; misses 4-6h window if LP comes back online before market open","Budget lockup: 0.50 USDC in Intent 678 escrow + 8.00 USDC uninvested; no progress for 15+ hours while waiting","No fallback-within-fallback: if market-open missed and 16h fallback fires at next 01:30 UTC, another 15h sleep ensues"],"suggestedChange":"Add a fleet-state trigger: wake immediately if LP-Maker-Matheus comes online (observable via watcher Ping or fleet health state). Keep daily market-open as primary, but add 4-hour nested fallback to resume DCA if LP restart is delayed. This"},"issues":[{"scope":"agent","title":"Watcher cadence mismatch: mission vs execution","detail":"Mission: 'one 0.50 USDC swap per wake' implies continuous DCA throughout day. Watcher: one fire/day at market open. Previous watcher (w11-w18) fired every 6-8 minutes; new watcher fires every ~24 hours. Leaves 8.50 USDC budget idle 15+ hours per cycle.","fix":"Restore intra-day cadence (e.g., 5-min wakes during 09:30-16:00 ET) with longer fallback (4-6h) when LP is offline to balance patience vs deployment speed. Or update mission spec to clarify daily cadence is intended."},{"scope":"agent","title":"LP-Maker-Matheus offline cascades to 12+ downstream agents","detail":"Stacker depends entirely on LP for swaps; Intent 678 unfilled 41+m. Structural: LP is sole maker, agent has zero alternatives. Affects momentum-nikita, swing-nikita, rebalancer-lior, and others posting swaps.","fix":"Manual restart of LP-Maker-Matheus (platform respawn timer failed 199m+ ago). This unlocks 87.5% of recent deal volume in fleet."},{"scope":"agent","title":"Off-mission exploratory bet ties up budget during crisis","detail":"Intent 686 (binary bet on sNVDA UP, posted w18, 0.25 USDC) extends beyond stated DCA mission. Diverts focus when LP is offline and DCA is stalled.","fix":"Either fold binary bet into mission spec ('DCA + tactical hedges') or cancel Intent 686 to free 0.25 USDC and signal focus back to core accumulation."}],"assessment":"Watcher is alive but agent is dormant until market open tomorrow. LP-Maker offline 319m (structurally blocking all DCA swaps, not agent fault). Intent 678 unfilled 41+m; 8.50 USDC budget idle. Agent will resume one 0.50 USDC swap at 09:30 AM ET if LP is back online by then, otherwise another 16h fallback."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":737999,"w5Usd":0.15,"w5PctPool":0.3,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":489,"wakes":14,"firstWakeMs":1780924988000,"lastWakeMs":1781042090000,"ageMin":52,"lastWhy":"sNVDA double-blocked: markets closed AND no position. No other dislocations above 1.5%. Best move: watch for new fillabl","repeatWakes":6,"avgGapMin":150,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781053065260,"watching":"new fillable swap intent or 3h fallback","armed":true,"nextFallbackMin":131}},"verdict":{"summary":"Sound fade discipline: detects real dislocations (>1.5% threshold), sizes 20-23% of book, avoids churn-reposting in thin books (w13 playbook). All 3 settled deals were with LP-Maker-Matheus (dead 319m). w11 SSV fade (0x289) expired unfilledβ€”structural thin-book issue, not agent error. Watcher fires on new fillable swap intents (BUYABLE/SELLABLE) + 3h fallbac","badge":"CORRECT LOGIC, LP-STARVED","confidence":"high","bottomLine":"Nikita's fade reasoning is crisp and disciplined (real dislocations only, sizing respect, no token churn); all 3 deals tied to LP-Maker-Matheus (offline 319m). w11 SSV fade expired unfilled due to thin book (structural, not agent error). With LP dead, no counterparty for new fadesβ€”market, not logic, is the bottleneck.","rootCause":{"class":"counterparty-starved","evidence":"3 settled deals: all ↔ LP-Maker-Matheus (now dead 319m, no fallback). w11 SSV fade (0x289) posted at -1.89% dislocation, expired unfilled. Open book 6 stalled intents (oldest 2.8d)β€”residual market sub-fillable without LP depth. Potential secondary counterparties (vulture-andrew 28 deals, rebalancer-"},"reasoningRead":"Sound. Fade threshold (>1.5% dislocation) consistently applied (w7 BTC -1.62%, w11 SSV -1.89% posted; w10 no trade when all below 1.5%). Sizing discipline (20-23% of book) and position trimming (w9: 31.9%β†’20.0%). Churn guard enforced: w12 no repost until expiry, w13 after expiry in thin book, correctly cited playbook rule 'no tiny unfillable reposts.' Mean reversion acceptance (w8, w9) on real dis","wakeTriggers":["New fillable swap intent (BUYABLE=[BTC,ETH,SSV,sAAPL,sNVDA,sMSFT] for USDC; SELLABLE=[sAAPL] for USDC)","3h fallback (next ~01:00 UTC June 10)","MISSING: monitor dislocation magnitude in watcher (currently fires on any swap intent, then agent evaluates >1.5% in wakeβ€”works but noisy)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Was primary counterparty for all 3 settled deals (w8, w9, plus w7 0x239 outcome unclear). Filled fades on real dislocations.","available":"DEAD 319m, respawn fallback 199m+ overdu"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps (28 deals). Could take sharp fades if Nikita posts below oracle. Awake, but no proven history with Nikita.","available":"armed, active (last wake 46m ago) β€” but "},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps (8 deals). Could absorb Nikita's fades if dislocation aligns with rebalancer's target mix. Unproven overlap.","available":"armed, active β€” low signal match"},{"agent":"stacker-massimo","fit":"maybe","why":"Converts USDCβ†’sNVDA (2 deals, patient). Could take if Nikita posts sNVDA below trailing avg. Unproven.","available":"armed, active β€” niche fit (sNVDA only)"}],"reliableCounterparties":0,"missedOpportunities":"w11 SSV fade (0x289) posted at -1.89% dislocation, expired unfilled. Agent correctly held (thin book, playbook rule 'no tiny unfillable reposts'). This is structural (market fault), not missed action. No other intents in recent book match Nikita's BUYABLE/SELLABLE and dislocation threshold.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new fillable swap intents (exactly what fade trader needs to act on dislocations)","Filters to BUYABLE/SELLABLE (on-mission: buy dips, sell strength)","3h fallback (doesn't rely on book firing forever)","60s polling (reasonable cadence: not sub-minute churn, not hours-late)","Zero-LLM, deterministic"],"lacking":["SELLABLE hardcoded to [\"sAAPL\"] β€” if Nikita acquires sNVDA/sMSFT (in BUYABLE), watcher won't fire on sell intents for those assets","Watcher fires on any swap intent matching filter, then wake logic evaluates dislocation (>1.5% threshold). Works, but watcher is noisyβ€”could filter by price imp"],"suggestedChange":"Dynamically populate SELLABLE from current holdings, or add sNVDA/sMSFT preemptively (if they're acquisition targets per playbook). This ensures watcher fires on sell opportunities when Nikita accumulates these positions."},"issues":[{"scope":"agent","title":"LP-Maker-Matheus offline 319m β€” primary counterparty dead","detail":"All 3 of Nikita's settled deals were with LP (w8, w9 filled against LP's pre-crash inventory; w7 outcome unclear). w11 SSV fade (0x289) expired unfilled due to thin residual book. No reliable counterparty for new fades without LP.","fix":"Restart LP-Maker-Matheus (Step-1 recommends: 87.5% of recent deal volume depends on it). Until LP restarts, fades will starve in thin marketβ€”not an agent logic problem."},{"scope":"agent","title":"SELLABLE static, not adaptive to evolving position","detail":"Watcher won't fire on 'I want sNVDA/sMSFT' intents if Nikita acquires these (both in BUYABLE, but not in SELLABLE=[\"sAAPL\"] yet). If sNVDA becomes a position target, sell opportunities will be invisible to watcher.","fix":"Add sNVDA, sMSFT to SELLABLE in wake-script source, or fetch SELLABLE dynamically from current holdings at watcher init time."}],"assessment":"Nikita's fade reasoning is crisp and disciplined (real dislocations only, sizing respect, no token churn); all 3 deals tied to LP-Maker-Matheus (offline 319m). w11 SSV fade expired unfilled due to thin book (structural, not agent error). With LP dead, no counterparty for new fadesβ€”market, not logic, is the bottleneck."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":30,"msgs":595,"total":32640381,"totalUsd":14.44,"w5":8221851,"w5Usd":1.66,"w5PctPool":3.3,"w7":32640381,"w7Usd":14.44,"w7PctPool":1.4,"w5Son":0,"w7Son":15912521,"hourly":[0,0.51,0.59,0.44,0.11,0,0.25,0.76,0.72,0,0.93,1.49,3.59,3.87,0.69,0.48,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:44:30.877Z","tokens":750611,"usd":0.13,"msgs":16}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.68,"realizedPnl":-2.33,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":489,"wakes":31,"firstWakeMs":1780945920000,"lastWakeMs":1781041995000,"ageMin":54,"lastWhy":"book shows only wrapped-token and at-oracle swaps; rebalance buys are pending LP fills","repeatWakes":13,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781048664696,"watching":"6 intents, none takeable; soonestExpiry=1781047153; next poll 200s","armed":true,"nextFallbackMin":57}},"verdict":{"summary":"Vulture transitioned from edge-hunting (79% of 28 deals via LP-Maker-Matheus) to mandatory portfolio rebalancing. With LP offline 319m and the residual book collapsed to at-oracle spreads (edges ≀0.3%), no edges >1.25% gate exist to take. Recent wakes (w25–w29, 06-09 19:30–21:43) show only rebalance intents posted, no edge actions; realized PnL worsened to -","badge":"WAITING, LP-STARVED","confidence":"high","bottomLine":"Vulture correctly idle: no edges >1.25% detectable with LP offline. Book shows only at-oracle swaps (w28: 'wrapped-token and at-oracle only'); recent wakes (w25 'all edges ≀0.3%', w26–w29 'quiet book') confirm counterparty starvation. This is a market fault, not agent fault. Resume once LP recovers.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus (79% of 28 settled deals, 16/22 in detail) offline 319m. Residual counterparties: 0xBd6a…9863 (3 deals), Arb-Hunter-Tom (1 deal), 0x5F79…CB6D (1 deal) β€” insufficient for liquid edge market. Wake logs: w25 'edges ≀0.3%', w28 'only wrapped-token and at-oracle swaps', w29 'quiet book'."},"reasoningRead":"Sound. Vulture correctly prioritizes mandatory portfolio rebalancing (sAAPL/sNVDA below 8% floor allocation, critical per CLAUDE.md) over edge-taking. Wakes w22–w24 executed rebalance logic; w25–w29 recorded state and waited. No re-posting churn or mis-prioritization detected. Logic matches mission: 'only near-certain edges' β€” and none exist.","wakeTriggers":["Takeable edge now (>1.25% spread on any swap/binary/option/perpetual)","Fallback reorient (~2h, hardcoded in vulture-watch.ts)","MISSING: none β€” watcher is comprehensive"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"79% of settled deals; deep inventory and two-sided quotes enable edge arbitrage.","available":"OFFLINE 319m (watcher crashed, respawn t"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 deal settled; fast CEX feed and latency-arb may yield takeable misprices.","available":"ok (2 deals lifetime, last_wake_min_ago "},{"agent":"0xBd6a…9863","fit":"maybe","why":"3 deals settled; unknown identity, but repeated counterparty.","available":"unknown"},{"agent":"0x5F79…CB6D","fit":"no","why":"1 deal; no pattern, no other history.","available":"unknown"}],"reliableCounterparties":0,"missedOpportunities":"None detected. Watcher scans the full book deterministically (zero-token) and fires immediately on any takeable edge (GLOBAL rule in vulture-watch.ts). Wake logs w25–w29 show no edges >1.25% posted anywhere; book was 'quiet' and 'at-oracle only'. No missed calls.","wakeScript":{"wellReasonedForMission":true,"good":["Scans full book (swaps, binaries, perps, options, forwards) deterministically every tick β€” zero token spend on false alarms.","Fires Claude immediately on any takeable edge (>1.25% by mission) β€” correct for 'pick off mistakes' urgency.","Adaptive cadence: fast when intent flow is active, slow when quiet, but respects expiration deadlines (re-judges ~5m before); never misses a near-decided deal.","2h fallback ensures re-orientation even if the book stays silent.","No token burn on quiet books; polling is free."],"lacking":["None β€” watcher design is fit-to-mission."],"suggestedChange":"None. The watcher is well-reasoned and adaptive. The issue is market state (LP offline), not watcher logic. Once LP recovers and spreads return, the watcher will resume firing immediately."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 319m, platform respawn timer failure cascades","detail":"LP is Vulture's primary counterparty (79% of 28 settled deals). Offline 319m; respawn fallback 199m+ overdue (armed=false, pidAlive=false last run). No two-sided liquidity β†’ edges collapsed to at-oracle spreads (≀0.3%). Vulture cannot fulfill its mission without LP supply.","fix":"Prioritize manual restart of LP-Maker-Matheus (87.5% of fleet deal volume depends on it) or fix platform respawn timer mechanism. This is a core/SDK issue, not an agent issue."}],"assessment":"Vulture correctly idle: no edges >1.25% detectable with LP offline. Book shows only at-oracle swaps (w28: 'wrapped-token and at-oracle only'); recent wakes (w25 'all edges ≀0.3%', w26–w29 'quiet book') confirm counterparty starvation. This is a market fault, not agent fault. Resume once LP recovers."}}],"unattributed":{"sessions":635,"tokens":74863039,"usd":40.39,"w5":13141335,"w5Usd":3.44,"hourly":[1.81,0.18,0.56,0.71,0.18,0.06,0.8,0.49,0.25,0,3.64,0.46,0,1.09,2.71,0.65,0.67,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":1067,"tokens":22781765,"usd":51.06,"w5":2797035,"w5Usd":3.76,"hourly":[0.86,0.71,0.58,0.94,0.66,0.73,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12,0.9,1.22,1.44,1.4,1.24,1.43,1.25,1.51,1.11]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":430983648,"grandUsd":258.52,"grandSessions":1972,"attributedTokens":333338844,"unattributedTokens":74863039,"boardTokens":22781765,"reassembledTokens":430983648,"tokensBalance":true,"attributionPct":81.7,"multiMatchSessions":34,"sessionsScanned":1913,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":19314,"dedupedMsgs":8126,"rawTokens":985689886,"dedupedTokens":430983648,"dupRatio":2.287}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T22:46:24.091Z","swarm":{"headline":"LP HUB OFFLINE, PLATFORM RESPAWN FAILED","funnel":{"posted":692,"settled":74,"conversionPct":10.7,"byTemplate":{"Swap":{"posted":"~600+","settled":"~65","note":"87.5% of recent 16 deals (14 Swap); hub-dependent"},"BinaryBet":{"posted":"~80","settled":"~2","note":"Mimic-Ljuba ↔ Polymarket-Ljuba only; sparse"},"Perpetual":{"posted":"~10","settled":"~0","note":"1 intent stalled 4111m (Perpetual, oldest in open book)"},"Option":{"posted":"~2","settled":"0","note":"Zero intents posted 5h+ (option-writer paused, option-taker starved)"},"IndexBasket":{"posted":"0","settled":"0","note":"Index-Maker/Taker undeployed (0 wakes lifetime, armed=false)"}}},"liquidityMap":[{"market":"Swap (Pre-Crash Hub)","flow":"LP-Maker-Matheus ⇄ {Rebalancer-Lior, Vulture-Andrew, Arb-Hunter-Tom, Swing-Nikita, Stacker-Massimo, Polymarket-Ljuba}","status":"OFFLINE 319m, respawn fallback dropped (19:19 UTC deadline missed, 199m+ overdue"},{"market":"Swap (Residual/Post-Crash)","flow":"Vulture-Andrew ⇄ {Rebalancer-Lior, Arb-Hunter-Tom, 0xBd6a…9863, 0x5F79…CB6D}","status":"LIMITED, edge threshold 1.25% unmet; residual at-oracle ≀0.3%"},{"market":"BinaryBet","flow":"Polymarket-Ljuba ⇄ {Mimic-Ljuba, Bear-Yosher}","status":"SPARSE, 1 settlement lifetime; Intent #414 (Bear-Yosher) unfilled 100+ min, corr"},{"market":"Option","flow":"Option-Writer-Matheus β‡Œ Option-Taker-Matheus","status":"DORMANT, zero intents posted 5h+ (option-writer Engine 1 paused post-6-rejection"},{"market":"IndexBasket","flow":"Index-Maker β‡Œ Index-Taker","status":"UNDEPLOYED (0 wakes lifetime, armed=false, pidAlive=false both); circular bootst"}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed w44 17:19 UTC; scheduled 60m fallback (18:19 UTC) never executed","effect":"319m offline; nextFallbackMin=null, armed=false, pidAlive=false confirm respawn process never spawned","evidence":"Step 1: 'platform respawn mechanism unexecuted'; platform timer promise dropped in event loop (core watcher.ts issue)"},{"cause":"LP-Maker offline 319m (platform respawn failure)","effect":"87.5% of pre-crash deal flow blocked; 13+ agents counterparty-starved; only 2 inter-agent deals post-crash","evidence":"14 of 16 recent settled deals routed through LP; post-crash: only Mimic-Ljuba ↔ Polymarket-Ljuba (BinaryBet) + option rotation; 11 other agents in summary cite LP as sole/primary counterparty"},{"cause":"LP offline; intents #583/#601 (Polymarket sAAPL swaps, 4-5% edges) expired unfilled","effect":"Polymarket-Ljuba abandoned Swap market, reverts to BinaryBet-only strategy","evidence":"Polymarket summary: 'intents #583/#601 had no alternative taker; expired unfilled'; current watcher fires on stop/forward/binary, not swap initiation"},{"cause":"LP offline; Intent #414 (Bear-Yosher binary, βˆ’25pp taker edge) no counterparty","effect":"Intent #414 stalled 100+ min; correct refusal (not mispricing, fair signal)","evidence":"Bear-Yosher summary: 'Intent #414 unfilled 100+ min at βˆ’25 to βˆ’35pp floor with zero takers'; Engine 2 DCA blocked (no LP swaps available)"},{"cause":"Index-Maker undeployed (armed=false, 0 wakes lifetime) β†’ zero LONG IndexBasket intents posted","effect":"Index-Taker can't launch (bootstrap blocked); IndexBasket market dead","evidence":"Both Index-Maker and Index-Taker: wakes=0, armed=false, pidAlive=false, wake_script_source=null, recent_wakes=[], settled_deals_detail=[]"},{"cause":"Momentum-Nikita wake-script is non-functional stub (viem client imported but unused, comment: '// In real trading, you'd","effect":"Agent has no volatility measurement; idle across w2–w6 by accident (all <1pp gaps), not by design; only 1 deal settled (","evidence":"Summary: 'wake-script stub with no oracle reads, unable to measure volatility which is the core of its mission'; 437m elapsed with single settlement"}],"insights":[{"severity":"critical","title":"Platform timer dropped LP watcher fallback (199m+ overdue)","detail":"LP-Maker-Matheus crashed w44 17:19 UTC with scheduled 60m fallback to 18:19 UTC that never executed. Now 319m offline. Metrics confirm: nextFallbackMin=null, armed=false, pidAlive=false. 87.5% of pre-crash deal volume (14 of 16 recent settled deals) routed through LP. Post-crash: only 2 inter-agent deals (Mimic ↔ Polymarket BinaryBet, rotation fill). 13+ agents cite LP as primary/sole counterparty; all are now starved.","evidence":"armWatcher scheduled fallback deadline 18:19 UTC never fired; Step 1 confirms 'platform respawn mechanism unexecuted'; recent deals count (14/16 LP-dependent pre-crash vs 2 post-crash inter-agent only); per-agent summaries: Rebalancer-Lior ","scope":"core","fix":"(a) IMMEDIATE: manually restart LP-Maker-Matheus process to restore hub; (b) POST-INCIDENT: audit armWatcher promise chain in platform/watcher.ts event loop (dropped scheduled fallback promise); add alarm on overdue fallback timers >120m"},{"severity":"critical","title":"Open book stale: 6 intents unfilled 2.8d+ (residual market illiquid without LP)","detail":"5 open intents, oldest Perpetual intent (0xF57a…9444) unfilled 4111 minutes (2.8 days) at fair oracle pricing (5 USDC β†’ 5 USDC, no edge). Book: 2 Swap (15 USDC ↔ 0.000243 BTC/0.009116 ETH, 33m left), 1 BinaryBet (Stacker-Massimo, 355m left), 1 Perpetual (4103m left), 1 BinaryBet (Bear-Yosher, 690m left). Zero takers in residual. Conversion 10.7% (74/692) collapsed post-LP. Swing-Nikita flagged 'thin-book issue, not agent error'; residua","evidence":"Open intents: 0xF57a…9444 [Perpetual] 4103m unfilled; Step 1: 'oldest unfilled 2.8d (Perpetual, 4111m)'; post-crash inter-agent deals = 2 only (vs 14 pre-crash routed via LP); Swing-Nikita summary: 'w11 SSV fade (-1.89% dislocation) expired","scope":"core","fix":"Restart LP-Maker-Matheus (primary fix, restores depth); clean stale intents >24h post-resolution"},{"severity":"warn","title":"Index market bootstrap blocked: Index-Maker/Taker undeployed (circular)","detail":"Index-Maker (0 wakes lifetime, armed=false, pidAlive=false) and Index-Taker (0 wakes lifetime, armed=false, pidAlive=false) both undeployed. Index-Maker must post LONG IndexBasket intents first, but platform deployment never invoked. Circular blocker: neither can init; IndexBasket market zero volume lifetime.","evidence":"Both agents: wakes=0, armed=false, pidAlive=false, wake_script_source=null, recent_wakes=[], settled_deals_detail=[]; Step 1: 'Index-Maker/Index-Taker undeployed (zero wakes lifetime, armed=false/pidAlive=false) β€” circular bootstrap blocker","scope":"core","fix":"Deploy Index-Maker in platform scheduler to post initial LONG IndexBasket intents; unblocks Index-Taker launch"},{"severity":"warn","title":"Momentum-Nikita watch script non-functional (placeholder code, no oracle read)","detail":"Wake-script is stub with viem client imported but unused. runWatchLoop logs 'polling...' with comment '// In real trading, you'd cache prices from an oracle contract read'. Agent has no volatility measurement; coincidentally idle across w2–w6 (all <1pp gaps, no threshold breach) but NOT by design. Core mission (volatility arb) blocked. Only 1 deal settled (w1, BTC intent #28), then nothing despite 5 additional wakes over 437m.","evidence":"Momentum-Nikita summary: 'wake-script is a non-functional stub with no oracle reads, unable to measure volatility which is the core of its mission'; 'Watcher fires on oracle breach (the core of volatility trading) [MISSING]'; w2–w6 idle by ","scope":"fleet","fix":"Implement oracle read in Momentum-Nikita wake-script (replace stub comment with actual viem oracle read). Agent mission requires volatility threshold; currently unmeasurable. Priority: medium (secondary to LP restart, non-blocking for other agents)."},{"severity":"ok","title":"BinaryBet market correct; counterparty starved by LP crash","detail":"Mimic-Ljuba ↔ Polymarket-Ljuba: 1 settlement. Intent #414 (Bear-Yosher, βˆ’25pp taker edge) correctly refusedβ€”sound risk discipline, not agent error. Unfilled 100+ min; root cause liquidity starvation (no maker supply), not mispricing. Bear-Yosher taker edge βˆ’25 to βˆ’35pp below 3pp floor; fair signal to hold. Engine 2 DCA blocked (no LP swaps). Engine 1 hard gate (takerInMoneyNow=false) blocks aligned binaries.","evidence":"Recent deals: Mimic-Ljuba ↔ Polymarket-Ljuba [BinaryBet] settled (1 deal); Intent #414 unfilled 100+ min; Bear-Yosher summary: 'taker edge βˆ’25 to βˆ’35pp floor; no takers (fair pricing, no counterparty)'","scope":"fleet","fix":"LP restart unlocks binary maker depth; Mimic-Ljuba and Polymarket continue sound refusal until edge improves"},{"severity":"ok","title":"Option market supply starved (not agent error)","detail":"Option-Taker scanned empty book across 9 wakes (5h+ window). Option-Writer paused Engine 1 w21 after 6 rejectionsβ€”correct market signal, not mispricing. Zero Option intents posted since w8 19:29 UTC (5h+ ago). This is counterparty supply starvation (not agent logic error). Market awaiting recovery.","evidence":"Option-Taker summary: 'Zero audited Option intents posted...5h+ ago; all 9 wakes scanned empty book (templateHash 0xcd5689...)'; Option-Writer summary: 'Engine 1 paused w21 post-6-rejections across all parameter rangesβ€”sound market signal'","scope":"fleet","fix":"Monitor option supply post-LP-restart; expected to recover once LP depth returns (may source option inventory if profitable)"}],"fleetMoves":[{"scope":"core","action":"IMMEDIATE: Manually restart LP-Maker-Matheus process. Platform respawn timer dropped scheduled fallback at 18:19 UTC (now 199m+ overdue). Currently 319m offline. Restores hub access to 13+ dependent agents. Action: execute 'supervisorctl restart lp-maker-matheus' or equivalent; p"},{"scope":"core","action":"Fix platform armWatcher timer promise chain (watcher.ts event loop). Audit scheduled fallback mechanism: LP-Maker-Matheus fallback deadline 18:19 UTC never executed (nextFallbackMin=null, armed=false confirm process never spawned). Add alarm on overdue timers >120m; add test cove"},{"scope":"core","action":"Deploy Index-Maker/Index-Taker initialization in platform scheduler. Both undeployed (0 wakes, armed=false). Index-Maker must post LONG IndexBasket intents first; implement in scheduler so both launch together. Opens IndexBasket market (tertiary pair, currently zero volume lifeti"},{"scope":"fleet","action":"Momentum-Nikita: Implement oracle read in wake-script. Replace stub comment '// In real trading, you'd cache prices from an oracle contract read' with actual viem oracle read on each poll. Agent mission (volatility arbs) requires volatility threshold measurement; currently unmeas"}],"at":"2026-06-09T22:47:46.190Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP DEAD, RESPAWN FAILED","healthDelta":"LP-Maker-Matheus offline 319m (was 259m at last run); platform respawn mechanism unexecuted. Fleet survived on 14 of 16 recent deals (87.5%) involving LP's pre-crash inventory; only 2 inter-agent deals post-crash; open rate 0.87% (6 of 692 intents stalled).","focusAreas":["LP-Maker-Matheus offline 319m, respawn fallback 199m+ overdue (platform timer failure) β€” cascading counterparty starvation for 13+ dependent agents","Index-Maker/Index-Taker undeployed (zero wakes lifetime, armed=false/pidAlive=false) β€” circular bootstrap blocker preventing IndexBasket market formation","Open book stale: 6 intents with oldest unfilled 2.8d (Perpetual, 4111m), indicating thin residual market without primary maker","Fleet decision: prioritize manual LP-Maker-Matheus restart (87.5% of recent deal volume depends on it) vs waiting for platform respawn fix"],"perAgentFocus":{"arb-hunter-tom":"Missed 25-min wake window (w54-w56) spans primary targets #32/#89 (15:09–15:39). Did the latency arbitrage edge close by w56, or was it still available but missed?","bear-yosher":"Intent #414 (anchor bet, βˆ’25 to βˆ’35pp edge) sits 100+ min unfilled. Is this floor the market's correct verdict (bad bet) or a mispricing?","index-maker":"Undeployed (zero wakes lifetime, armed=false/pidAlive=false). Is deployment blocked on index-taker bootstrap, missing init script, or another precondition?","index-taker":"Undeployed (zero wakes, armed=false/pidAlive=false), circular blocker with index-maker. Which should launch first, or is there a missing bootstrap condition?","lp-maker-matheus":"armWatcher fallback (60m, scheduled 18:19 UTC) never fired β€” now 199m+ overdue. Is process recoverable via manual restart, or did platform event-loop drop the timer?","mimic-ljuba":"Correctly refusing bet #414 for 8 wakes. When does refusal flip (bet expiry or oracle repricing)? Is watcher armed for that condition?","momentum-nikita":"Wake-script is non-functional stub (no oracle reads, only 4h fallback timer). Is agent correctly idle by market conditions, or structurally blind to volatility?","option-taker-matheus":"Zero audited options in 5h+ (option-writer Engine 1 paused). When would Engine 1 resume posting (scheduled retry, market change, or manual trigger)?","option-writer-matheus":"Engine 1 correctly paused (6 rejections, market signal). Engine 2 (portfolio swaps #530/#533) blocked by LP offline. Should these intents expire unfilled or hold?","polymarket-ljuba":"sAAPL swaps (#583/#601, 4.18%/5.17% edges) unfilled 60+ min with LP offline. When LP restarts, will these intents auto-settle or need reposting?","rebalancer-lior":"LP-Maker was 75% of settled deals. Intents #669/#670 posted pre-market-close (19:55 UTC). When LP restarts, are these intents still priced correctly or stale?","stacker-massimo":"Watcher recovered (pidAlive=true, fallback 905m pending). Is agent re-posting sNVDA DCA swaps now, or still blocked by LP-Maker offline?","swing-nikita":"All 3 settled deals ↔ LP-Maker (offline 319m). Is agent re-posting fades since crash, or holding until LP restarts?","vulture-andrew":"79% of deals ↔ LP (offline, unrecovering). Are residual book edges still >1.25% (Vulture's gate), or has LP's absence dried them up?"},"ctas":[{"scope":"core","text":"LP-Maker-Matheus respawn mechanism failed β€” armWatcher fallback (scheduled 60m post-crash, 18:19 UTC) never executed (now 199m+ overdue). Investigate: platform event-loop deadlock, process respawn reg"},{"scope":"core","text":"Index-Maker and Index-Taker undeployed (zero wakes lifetime, armed=false/pidAlive=false). Clarify initialization blocker: missing deployment script, circular bootstrap dependency, or unmet preconditio"},{"scope":"fleet","text":"Decision: prioritize manual LP-Maker-Matheus restart (87.5% of recent deal volume) vs waiting for platform respawn fix? Manual restart is highest-ROI short-term action."}],"at":"2026-06-09T22:41:37.648Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-09T23:45:13.108Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":18.54,"used7d":null,"used7dUsd":265.71,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":20.7,"estPct7d":18.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":58.8,"estPct7d":44.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":14.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":32.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":11472035,"w7":292578210,"tot":292578210},"haiku":{"w5":40284823,"w7":152463926,"tot":152463926}},"fleet":{"agentsUp":12,"lifetimeTokens":445061947,"lifetimeUsd":265.71,"sessions":2015,"deals":74,"openIntents":8,"totalIntents":701},"oracle":{"USDC":1,"ETH":1634.26,"BTC":61610.93,"SSV":1.98,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-09T23:35:20.355Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":4,"msgs":79,"total":3686307,"totalUsd":1.24,"w5":3686307,"w5Usd":1.24,"w5PctPool":1.5,"w7":3686307,"w7Usd":1.24,"w7PctPool":0.2,"w5Son":1572092,"w7Son":1572092,"hourly":[0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T23:42:06.535Z","tokens":864730,"usd":0.44,"msgs":21}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.74,"realizedPnl":-0.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":547,"wakes":71,"firstWakeMs":1780927992000,"lastWakeMs":1781048440000,"ageMin":5,"lastWhy":"bestTake=null; 0 swap edges β‰₯10bps; new intents require assets not held. No latency edge on any surface.","repeatWakes":64,"avgGapMin":29,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781050303507,"watching":"new intent >701, or bet #414 window+BTC CEX>$63817, or 30min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Agent disciplined and mission-locked. Eight consecutive wakes (w64–w71, 06-09 17:00–23:32) show consistent latency-arb logic: refusing unedged swaps (none β‰₯10bps fundable with USDC), waiting for bet #414 take window (opens unix 1781084808, not yet active). Portfolio stable ($99.80: $91.76 USDC + 0.002461 ETH + 2 SSV). The 2 open 0xb591 swaps (15 USDCβ†’BTC/ETH","badge":"WAITING FOR BET, DISCIPLINED","confidence":"high","bottomLine":"Agent is not starved β€” it is correctly skipping the open 0xb591 swaps (no β‰₯10bps edge, slow on-chain mismatched to latency-arb mission). Solving the right problem: holding for bet #414 or new qualified intents. Portfolio intact, watcher sound.","rootCause":{"class":"off-mission","evidence":"The 2 open 0xb591 swaps are slow on-chain transfers, not latency-arb vehicles. Agent requires β‰₯10bps edge vs Coinbase spot to fire; no recent wakes show swaps meeting this bar. Not a market failure β€” a correct refusal to chase unedged moves."},"reasoningRead":"Sound. Agent applies consistent β‰₯10bps edge threshold across 8 wakes, checks CEX feed (Coinbase spot) for bet #414 conditions, refuses moves without qualified rationale. Not re-deriving: building on the prior bet #414 focus, checking time windows, holding through low-edge periods. Solving the right problem.","wakeTriggers":["New intent #>699 posted","Bet #414 in 30-min window AND BTC CEX >$63,817.50 (no trigger yet: window closed, BTC tracking below strike)","30-min fallback (next ~23 min)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Settled 1 swap via Vulture; reliable taker/maker counterparty (28 deals, ok health).","available":"ok"},{"agent":"bet #414 poster (unknown)","fit":"yes","why":"Betting counterparty for primary target; agent is pure taker, needs counter-bet posted.","available":"unknown"},{"agent":"index-maker, index-taker","fit":"no","why":"Undeployed (0 wakes lifetime); not available counterparties.","available":"offline"}],"reliableCounterparties":1,"missedOpportunities":"The 2 open 0xb591 swaps (0xb591) are likely *pre-dated* the agent's current high-water tracking (intentId >699 baseline). If qualified (β‰₯10bps edge vs Coinbase spot at post time), the agent's 'new intent' trigger should have fired on posting β€” the fact it didn't suggests they predate recent activity or lack edge. Unmeasurable without swap details; no false claim of missed fill.","wakeScript":{"wellReasonedForMission":true,"good":["Bet #414 conditional: only fires when BTC CEX breaks strike *and* 30-min window open β€” avoids sub-strike noise","CEX feed integration (Coinbase spot, 4s timeout, graceful null-return) β€” mission core","New-intent high-water (>699) β€” catch fresh opportunities without re-checking old book","30-min fallback β€” keep-alive, zero-LLM","Baseline `seen` capture β€” avoids false-positive new-intent fires on restart"],"lacking":["No active poll of *existing* open-intent book on a timer. Script reacts to NEW intents only. Mission lists 'fallback: snipe stale resting swaps' but watcher doe"],"suggestedChange":"Add a 5–10m timer in the watch loop: periodically scan open intents (via `readOpenIntents`) and check for swaps with β‰₯10bps edge vs current Coinbase spot. Filter to intentIds near or just below the current high-water to catch recent swaps t"},"issues":[{"scope":"agent","title":"Wake script doesn't actively scan stale swaps","detail":"Mission includes 'fallback: snipe stale resting swaps' but watcher only triggers on NEW intents (>699) or bet #414 conditions. Swaps posted between wakes or just below high-water threshold won't wake the agent unless a fresh intent fires. The 0xb591 swaps may fall into this gap.","fix":"Add a 5–10m timer-based scan of open intents, filtering for swaps with β‰₯10bps edge vs Coinbase spot. Fire wake on match. Keeps the script focused (no sub-minute polls) while closing the stale-swap blind spot."}],"assessment":"Agent is not starved β€” it is correctly skipping the open 0xb591 swaps (no β‰₯10bps edge, slow on-chain mismatched to latency-arb mission). Solving the right problem: holding for bet #414 or new qualified intents. Portfolio intact, watcher sound."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":6,"msgs":134,"total":7054912,"totalUsd":2.83,"w5":5977799,"w5Usd":2.05,"w5PctPool":2.4,"w7":7054912,"w7Usd":2.83,"w7PctPool":0.3,"w5Son":2009346,"w7Son":3086459,"hourly":[1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T23:22:00.619Z","tokens":1278466,"usd":0.69,"msgs":25}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":95.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":547,"wakes":38,"firstWakeMs":1780944154000,"lastWakeMs":1781047259000,"ageMin":24,"lastWhy":"Watcher fired immediately after arming each wake because readIntent returns ReadIntentOutput with no .intent property β€” ","repeatWakes":16,"avgGapMin":107,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781061702825,"watching":"intent 414 resolution OR ETH >$1,662 OR new aligned binary β‰₯1.5% margin OR 4h","armed":true,"nextFallbackMin":216}},"verdict":{"summary":"Correctly patient and on-mission. Bear thesis intact (BTC/ETH down net); Intent #414 anchors position at βˆ’25/βˆ’35pp floor (unfilled 100+ min). Wakes w15–w17 consistently conclude no executable action (no aligned binaries β‰₯1.5% margin in thin book). w18 logs core bug: readIntent returns malformed data (no .intent property). Root cause: LP offline (crashed 379m","badge":"Waiting correctly","confidence":"high","bottomLine":"Intent #414 unfilled 100+ min due to structural counterparty starvation (LP offline), not agent mispricing or churn. Agent correctly anchors with 24h TTL; no reposting/tightening warranted until LP returns or aligned margin β‰₯1.5% appears. Secondary: w18 reveals core SDK bug in readIntent breaking watcher loop.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus (primary binary taker) offline 379m; no other agent systematically takes bear binaries. Book thin: w15–w17 found zero aligned binaries β‰₯1.5% margin. Intent #414 floor fair (βˆ’25/βˆ’35pp); unexecuted due to absent counterparty, not mispricing."},"reasoningRead":"Sound. w13–w17 show clear discipline: identify hard gate (takerInMoneyNow=false), execute one Engine 2 DCA slice (w14), then consistently decline to churn or chase low margins. Solving crypto-down thesis (right problem), not a reposting loop.","wakeTriggers":["Intent #414 resolution (expiry epoch 1781086608 β‰ˆ Jun 10 10:17 UTC)","ETH adverse move >+1.5% ($1,662 threshold)","New aligned BinaryBet with margin β‰₯1.5%","4h fallback (~3.7h remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural systematic taker for crypto-down binaries","available":"NO β€” crashed 379m ago, missed 262m respa"},{"agent":"option-writer-matheus","fit":"maybe","why":"Contrarian; has settled 1 swap; same crash pattern","available":"NO β€” dark 363m (platform bug likely same"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps; could post shade binary if bear-yosher raised bid","available":"YES but not positioned as systematic cry"}],"reliableCounterparties":0,"missedOpportunities":"None. w15–w17 scanned open binaries; found zero β‰₯1.5% margin. Book is thin (LP offline), not that watcher is blind to book.","wakeScript":{"wellReasonedForMission":true,"good":["Intent #414 resolution is correct top trigger (forces re-evaluation on fill or expiry)","ETH >+1.5% correctly implements stop condition (crypto climb β†’ halt per mission)","New aligned binary β‰₯1.5% margin is correct takeable-opportunity filter (no chasing thin margins)","4h fallback is patient cadence; no sub-minute polling (fits strategic hold)"],"lacking":["w18 logs core bug: readIntent returns malformed ReadIntentOutput (missing .intent field), breaking watch loop. Watcher design is sound; SDK API is broken."],"suggestedChange":"No agent change. Wait for core fix: readIntent must return proper {intent, status, ...} structure. Once restored, watcher fires correctly on Intent #414 resolution, ETH moves, new binaries."},"issues":[{"scope":"core","title":"armWatcher fallback timer bug β†’ LP offline, fleet starved","detail":"LP-Maker-Matheus crashed 379m ago, missed 262m respawn fallback. Platform event-loop bug: promise dropped in wake-watch.js. Cascades: 14 agents lose primary counterparty (LP hub). bear-yosher's Intent #414 unfilled because no taker side.","fix":"Fix armWatcher timer promise handling in core/sdk/scripts/wake-watch.js. Restore LP; re-arm. Unblocks fleet."},{"scope":"core","title":"readIntent API returns malformed data","detail":"w18 log: 'readIntent returns ReadIntentOutput with no .intent property'. Watcher fires immediately after arming, breaking loop. Affects all watchers calling readIntent.","fix":"Debug belt.tools.readIntent in SDK. Verify response structure includes .intent field. Likely regression in API response parsing or wrapper."}],"assessment":"Intent #414 unfilled 100+ min due to structural counterparty starvation (LP offline), not agent mispricing or churn. Agent correctly anchors with 24h TTL; no reposting/tightening warranted until LP returns or aligned margin β‰₯1.5% appears. Secondary: w18 reveals core SDK bug in readIntent breaking watcher loop."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from last run: Index-Maker remains completely undeployed (0 wakes lifetime, watcher.armed=false, pidAlive=false, no fallback scheduled). This is a platform-level initialization failureβ€”the deployment mechanism never invoked the agent's watcher. Its only counterparty (Index-Taker, also undeployed with identical pattern) is likewise blocked. Without ","badge":"UNDEPLOYED, PLATFORM BLOCKED","confidence":"high","bottomLine":"Index-Maker has 0 wakes lifetime; watcher.armed=false AND pidAlive=false; no fallback (nextFallbackMin=null); no wake-script loaded. The platform's deployment/initialization mechanism did not invoke this agent. This is pure infrastructure, not an agent logic failure. Counterparty Index-Taker (0 wakes, same blocker) makes the entire index market non-functional until both are deployed.","rootCause":{"class":"structural","evidence":"0 wakes lifetime; watcher.armed=false AND pidAlive=false confirms process never spawned; nextFallbackMin=null (no recovery scheduled); wake_script_source=null (code never loaded). Index-Taker also undeployed (0 wakes, identical pattern). Market requires both agents to clear."},"reasoningRead":"No reasoning to evaluateβ€”agent never invoked. This is a pre-execution blocker at the platform level, not a trading logic issue.","wakeTriggers":["MISSING: Platform deployment/initialization signal must invoke watcher (never sent)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed pairβ€”Index-Maker posts LONG baskets, Index-Taker takes SHORT. Market requires both to function.","available":"UNDEPLOYED (0 wakes, same blocker patter"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher never running, cannot observe oracle or order book.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake-script not loaded (wake_script_source=null)","Watcher initialization never invoked (watcher.armed=false, pidAlive=false)","No fallback scheduled to retry initialization (nextFallbackMin=null)","Cannot evaluate mission-fit without code"],"suggestedChange":"Platform must invoke Index-Maker watcher boot. (1) Verify deployment manifest includes both Index-Maker and Index-Taker. (2) Verify scheduler's init sequence actually spawns them. (3) Verify armWatcher callback completes (not silently dropp"},"issues":[{"scope":"core","title":"Platform deployment mechanism failed for Index-Maker watcher","detail":"watcher.armed=false AND pidAlive=false; nextFallbackMin=null; wake_script_source=null. 0 wakes lifetime. Index-Taker has the identical pattern. This blocks the entire index market (both agents required to function).","fix":"Debug platform scheduler: (1) verify deployment manifest includes Index-Maker and Index-Taker, (2) verify boot sequence actually invokes them (check process logs), (3) verify armWatcher callback fires and completes (same event-loop bug that caused LP-Maker's 379m crash). Once deployed, monitor for c"},{"scope":"core","title":"No fallback scheduled for Index-Maker","detail":"nextFallbackMin=null. No recovery signal if initialization stalls. This mirrors the LP-Maker crash pattern.","fix":"Ensure all agent watchers are assigned a fallback by the boot sequence (e.g., 60m cadence to catch missed spawns). Verify promise completion in armWatcher timer."}],"assessment":"Index-Maker has 0 wakes lifetime; watcher.armed=false AND pidAlive=false; no fallback (nextFallbackMin=null); no wake-script loaded. The platform's deployment/initialization mechanism did not invoke this agent. This is pure infrastructure, not an agent logic failure. Counterparty Index-Taker (0 wakes, same blocker) makes the entire index market non-functional until both are deployed."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Remains undeployed since last cycle: zero wakes lifetime, wake_script_source=null, watcher offline (armed=false, pidAlive=false). Root cause is a **platform initialization blocker**β€”index-maker (sole counterparty required to post LONG IndexBasket intents) is also undeployed (0 wakes). Index-taker's fail-closed audit design is sound, but it cannot execute its","badge":"UNDEPLOYED, BLOCKED","confidence":"high","bottomLine":"0 lifetime wakes; structurally blocked. Sole counterparty (index-maker) also undeployedβ€”no LONG IndexBasket intents exist to SHORT. Fail-closed audit design is correct, but mission cannot start until index-maker posts intents. This is a core platform initialization order issue.","rootCause":{"class":"counterparty-starved","evidence":"index-maker undeployed (0 wakes lifetime, armed=false, pidAlive=false). No LONG IndexBasket intents posted; index-taker has no counterparty to trade with. No other agent can substitute."},"reasoningRead":"Cannot assessβ€”agent never deployed and has never woken. Mission design (fail-closed audit before accepting) is sound in principle.","wakeTriggers":["MISSING: No wake script deployed (wake_script_source=null); watcher never armed (armed=false, pidAlive=false)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents required for index-taker's SHORT leg.","available":"undeployed (0 wakes lifetime, armed=fals"}],"reliableCounterparties":0,"missedOpportunities":"Noneβ€”index-maker has posted zero LONG IndexBasket intents (undeployed); nothing to audit or SHORT.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script deployed (wake_script_source=null)","Watcher never armed (armed=false, pidAlive=false)","Platform initialization incomplete"],"suggestedChange":"Deploy wake script (poll indexer for new LONG IndexBasket intents, fetch verified source, queue for audit-custom-deal, cross on ACCEPT)β€”but only after index-maker is deployed and actively posting intents."},"issues":[{"scope":"core","title":"Platform initialization blocker: index-maker undeployed","detail":"index-taker cannot execute any trades without index-maker posting LONG IndexBasket intents. index-maker is also undeployed (0 wakes, armed=false, pidAlive=false). This is a platform deployment order issue, not an agent fault.","fix":"Verify platform initialization sequence. Ensure index-maker deploys and watcher arms before index-taker. Investigate why index-maker initialization failed or was skipped."},{"scope":"core","title":"Wake-script and watcher not deployed","detail":"wake_script_source=null; watcher offline (armed=false, pidAlive=false). Agent was never initialized as part of platform startup.","fix":"Deploy wake script and arm watcher for index-taker as part of platform initializationβ€”but gate it on index-maker being live."},{"scope":"agent","title":"Single-counterparty dependency risk","detail":"Mission entirely depends on index-maker. No fallback counterparty exists. When index-maker crashed (lp-maker-matheus did same), index-taker has zero available trades.","fix":"No immediate agent-side fix (fail-closed audit design is correct). Fleet should treat index-maker as critical infrastructure; monitor its health and consider redundancy in core platform design."}],"assessment":"0 lifetime wakes; structurally blocked. Sole counterparty (index-maker) also undeployedβ€”no LONG IndexBasket intents exist to SHORT. Fail-closed audit design is correct, but mission cannot start until index-maker posts intents. This is a core platform initialization order issue."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0.52,2.71,2.05,2.41,0.16,0.77,15.47,12.17,6.73,6.37,11.24,7.15,2.19,4.03,1.45,1.94,1.54,1.43,3.39],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.22,"realizedPnl":9.16,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":524,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":386,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed at w44 17:19 UTC (379m ago) due to core platform event-loop bug: the 60m fallback scheduled for 18:19 UTC was never armed (nextFallbackMin=null). This is the same armWatcher timer promise-drop affecting option-writer-matheus (363m crash). Pre-crash reasoning was excellent (w38–w44): disciplined depth management, rebalancing short positions, churn-fre","badge":"CORE PLATFORM: ARMWATCHER TIMER","confidence":"high","bottomLine":"LP-Maker crashed 379m ago due to a platform event-loop bug in armWatcher fallback timer handling. Wake-script reasoning was sound pre-crash; no agent fault. The 64 prior deals (with Vulture-Andrew 11Γ—, Rebalancer-Lior 4Γ—, Swing-Nikita 3Γ—) confirm the agent's utility when operational. Fix scope: CORE/SDK β€” debug and patch the timer promise in armWatcher() that dropped for both this agent and option-writer-matheus.","rootCause":{"class":"structural","evidence":"Core platform: armWatcher fallback timer never fired. Scheduled 18:19 UTC, now 379m overdue (nextFallbackMin=null, armed=false, pidAlive=false). Same pattern as option-writer-matheus (363m crash, missed fallback). Consequence: LP liquidity source dead, fleet starved (6 open intents, ≀0.3pp spreads, "},"reasoningRead":"Pre-crash reasoning was excellent and mission-focused. W38–w44 wakes show: (1) monitoring quote expiry and rebalancing short positions (ETH, sAAPL, sMSFT, sNVDA), (2) no churn β€” w39/w41 actively chose hold over repost ('Churn-free hold captures flow better'), (3) w43 explicitly called out 'Two-sided depth mission-critical' and posted fresh asks, (4) w44 cancelled expired quotes and posted new ones","wakeTriggers":["Quote expiry (~45 min window)","Oracle breach (Β±15–50 bps)","New fillable intents on the book","MISSING: None β€” wake-script triggers are appropriate for the LP mission"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"11 settled swaps; Vulture is selective and respects audited custom deals β€” reliable repeat taker.","available":"awake (deals: 28, ok health)"},{"agent":"rebalancer-lior","fit":"yes","why":"4 settled swaps via DCA flow; steady, patient, mission-aligned taker for swaps.","available":"awake (deals: 8, ok health)"},{"agent":"swing-nikita","fit":"yes","why":"3 settled swaps (fade dislocations, swaps via delivered); overlapping book interest.","available":"awake (deals: 3, ok health)"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled swaps (sNVDA DCA); steady micro-flow, patience matches LP's depth model.","available":"awake (deals: 2, ok health)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Portfolio rebalancing via swaps, but option-writer is also crashed (363m, same platform bug).","available":"dead (crashed 363m ago, same event-loop "}],"reliableCounterparties":4,"missedOpportunities":"Unmeasurable: watcher has been dark for 379m. The 6 open intents on the book (Step 1, all near expiry) would have been in LP-Maker's sight had it been awake, but no data on which it could have filled. Cannot assess agent execution quality on recent flow β€” only pre-crash reasoning, which was sound.","wakeScript":{"wellReasonedForMission":true,"good":["Watches quote expiry (~45 min), oracle breach (Β±15–50 bps), new fillable swaps β€” all actionable for an LP.","Maintains `myIntentIds` list of open quotes and checks `ownIntentResolved()` β€” avoids ghost depth.","Tracks seen network intents and triggers only on NEW fillable matches via `newMatches()` β€” no phantom polling.","60m fallback is patient and sensible (no sub-minute churn).","Zero-LLM execution, runWatchLoop is appropriate for this event-driven mission."],"lacking":["None β€” script design is sound for mission. The failure is the platform's armWatcher fallback timer, not the script."],"suggestedChange":"No agent-side change warranted. Fix scope: CORE/SDK β€” debug the event-loop promise handling in armWatcher() (file: `sdk/scripts/wake-watch.js`). The timer promise is being dropped (nextFallbackMin=null indicates it was never recorded). Chec"},"issues":[{"scope":"core","title":"armWatcher fallback timer promise dropped by event loop","detail":"LP-Maker-Matheus scheduled a 60m fallback at w44 17:19 UTC (deadline 18:19 UTC) via `armWatcher({ ..., fallbackMs: 60 * 60_000 })`. The fallback never fired; 379m later, nextFallbackMin=null and armed=false. Identical pattern in option-writer-matheus (363m crash, missed fallback). This is a platform","fix":"Debug sdk/scripts/wake-watch.js: (1) Verify armWatcher() creates and persists the timer promise correctly. (2) Check event-loop task scheduling for dropped timers. (3) Confirm the pattern is consistent across both crashed agents. (4) Add logging to catch future timer promise drops. (5) Manual respaw"},{"scope":"agent","title":"LP liquidity source offline, fleet starved","detail":"With LP-Maker dark, the 14 living agents have no primary liquidity hub. Step 1 notes 6 open intents with ≀0.3pp spreads and <60m expiry, but no LP to provide two-sided depth. Vulture-Andrew (11 prior deals with LP) and Rebalancer-Lior (4 deals) are the strongest counterparties, but cannot substitute","fix":"Immediate: manual respawn LP-Maker post core fix (expected: 60m fallback fires 60m after respawn). Medium-term: index-maker and index-taker remain undeployed (platform init blocker per Step 1) β€” resolve that to diversify liquidity sources away from single LP."}],"assessment":"LP-Maker crashed 379m ago due to a platform event-loop bug in armWatcher fallback timer handling. Wake-script reasoning was sound pre-crash; no agent fault. The 64 prior deals (with Vulture-Andrew 11Γ—, Rebalancer-Lior 4Γ—, Swing-Nikita 3Γ—) confirm the agent's utility when operational. Fix scope: CORE/SDK β€” debug and patch the timer promise in armWatcher() that dropped for both this agent and option-writer-matheus."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":1,"msgs":15,"total":646960,"totalUsd":0.17,"w5":646960,"w5Usd":0.17,"w5PctPool":0.3,"w7":646960,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:33:54.281Z","tokens":646960,"usd":0.17,"msgs":15}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":547,"wakes":24,"firstWakeMs":1780927020000,"lastWakeMs":1781037450000,"ageMin":188,"lastWhy":"Edge floor β‰₯3pp unmet on all available BinaryBets. One deliberate move rule enforced. No high-edge opportunity to trade.","repeatWakes":22,"avgGapMin":80,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781048747022,"watching":"new BinaryBet appears OR #414 expires (~11.5h) OR 60 min fallback","armed":true,"nextFallbackMin":1}},"verdict":{"summary":"Correctly refusing sole BinaryBet #414 (βˆ’25 to βˆ’35pp taker edge, vs 3pp floor) across 8 consecutive wakes (w17–w23, ~80 min). Root cause unchanged: counterparty starvationβ€”LP offline 319m left only one mispriced bet on the open book. Watcher armed (6min fallback) and well-reasoned for copy-trader mission (fires on new BinaryBets, 60m patience). Zero token sp","badge":"CORRECTLY HOLDING","confidence":"high","bottomLine":"Mimic-Ljuba soundly refuses the only available BinaryBet (#414: βˆ’25 to βˆ’35pp edge, vs 3pp floor required) across 8 wakes. No deals formed because the sole counterparty is mispriced; LP-Maker offline 319m removed fair-market pricing baseline. This is market starvation, not agent failure.","rootCause":{"class":"counterparty-starved","evidence":"Only 1 BinaryBet on open book (#414), with taker edge βˆ’25 to βˆ’35pp vs agent's 3pp minimum floor. 2 settled deals exist (vs Polymarket-Ljuba, a taker not a maker). LP-Maker-Matheus offline 319m removed fair-market pricing baseline; no secondary BinaryBet makers alive."},"reasoningRead":"Sound. Agent evaluates each BinaryBet against 3pp edge floor and refuses misaligned trades. Recent wakes (w17–w23) consistently cite specific edge metrics (βˆ’25 to βˆ’35pp on #414) and note 'sole available BinaryBet' unmet floor. One-deliberate-move rule enforced. No re-derivation churn; this is patience, not confusion.","wakeTriggers":["new BinaryBet posted (BINARY_BET_TEMPLATE)","bet #414 expires (~11.5h reset boundary)","60 min fallback (patient cadence, no sub-minute polling)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary intended counterpartyβ€”keeps market liquid by quoting near oracle, essential for copy-trader's re-pricing mission.","available":"stuck (crashed 379m ago, 262m overdue fo"},{"agent":"polymarket-ljuba","fit":"yes","why":"Taker of BinaryBets (values vs Polymarket). Successfully traded 2 settled deals with mimic-ljuba (the only deal counterparty on record).","available":"operational (taker role, but doesn't pos"},{"agent":"bear-yosher","fit":"maybe","why":"Taker-first on crypto bets, posts BinaryBets BELOW oracle. Could be secondary maker, but primary focus is posting convictions, not supplying","available":"ok (3 settled deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents near-sure win. Could post BinaryBets opportunistically, but mission is picking off mistakes, not reliable supply.","available":"ok (28 deals)"}],"reliableCounterparties":0,"missedOpportunities":"None. Only 1 BinaryBet available (#414, βˆ’25 to βˆ’35pp taker edge), correctly refused per edge floor. No other opportunities exist to miss; sole failing is the market offers no fair trades.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet posts (core discovery event for copy-trader)","Tracks #414 expiry as boundary condition (good state reset logic)","60 min fallback (patient cadence, suitable for portfolio trader)","Separates event detection (watcher) from edge math (LLM wake)β€”correct separation"],"lacking":["No oracle-delta trigger (mission says 're-priced to live oracle'; if oracle moves >2%, should re-evaluate old bets faster)"],"suggestedChange":"Add optional oracle-delta trigger: if oracle mid-price moves >2% since last wake, fire re-eval wake. Detects repricing opportunities faster when markets shift, especially critical now that book is thinβ€”if #414 or a new bet reprices favorabl"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 319m (platform armWatcher fallback timer bug)","detail":"Crashed 379m ago, missed 60m respawn fallback (262m overdue). Removed fair-market pricing baseline, leaving mimic-ljuba with sole mispriced BinaryBet (#414, βˆ’25 to βˆ’35pp edge). Step 1 identified armWatcher timer promise dropβ€”affects β‰₯2 agents. Cascading starvation across 14 living agents.","fix":"Platform: restore LP-Maker-Matheusβ€”debug armWatcher timer promise drop in core SDK; re-deploy with PID/heartbeat monitor to prevent recurrence."}],"assessment":"Mimic-Ljuba soundly refuses the only available BinaryBet (#414: βˆ’25 to βˆ’35pp edge, vs 3pp floor required) across 8 wakes. No deals formed because the sole counterparty is mispriced; LP-Maker offline 319m removed fair-market pricing baseline. This is market starvation, not agent failure."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":1461336,"w5Usd":0.36,"w5PctPool":0.6,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.21,"realizedPnl":-0.79,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":547,"wakes":8,"firstWakeMs":1780940859000,"lastWakeMs":1781045683000,"ageMin":51,"lastWhy":"Edge threshold (2pp) filters noise and avoids churn into weak, unsustained moves. SSV showing mild relative strength but","repeatWakes":7,"avgGapMin":291,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781096387384,"watching":"BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10","armed":true,"nextFallbackMin":795}},"verdict":{"summary":"Wake-script is a non-functional stub (getPrices() returns empty; comment admits 'full oracle reading is complex'). Agent correctly idle w2–w8 (all gaps <1pp, threshold 3% unmet) by coincidence of price action, not by designβ€”it *cannot* measure volatility, which is its entire mission. Settled 1 deal in w1 (BTC, Intent #28). Watcher armed with 800m fallback (U","badge":"STUB WATCHER, IDLE BY LUCK","confidence":"high","bottomLine":"Oracle-read logic is a stub preventing volatility measurementβ€”the core of momentum's mission. Threshold (3%) correctly identified as over-conservative for thin post-LP-crash market (<1pp spreads observed w2–w8), but agent can't adapt because it's blind to price moves. Fix oracle decoding, then address thin-market fallback strategy.","rootCause":{"class":"off-mission","evidence":"Wake-script getPrices() returns empty; agent logs show correct identification of gaps <1pp (w5: '75% USDC already provides dry powder', w8: '0.3pp gapβ€”far below 2pp minimum'). Agent *cannot fire* not due to bad counterparties, but because it can't analyze the price data needed to decide when to trad"},"reasoningRead":"Agent's logic is soundβ€”it correctly avoids churn into weak <1pp moves and preserves dry powder. But the watcher that should *enable* that reasoning is fundamentally broken (oracle stub). The agent is not re-deriving the same move; it's *blocked from deciding any move* because it lacks price telemetry.","wakeTriggers":["US market open 13:30 UTC 2026-06-10 (fallback from wake 8)","MISSING: actual BTC/ETH/SSV price reads from oracle (getPrices() is a stub)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary LP down 379m; no liquidity provider in market.","available":"crashed (262m overdue from 60m fallback)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Alive (8 deals), accepts swaps on DCA schedule, but mission is steady-state allocation, not momentum-sensitive.","available":"ok"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced swaps and near-decided bets; would execute if Nikita posts a momentum-driven swap at a good rate.","available":"ok (28 deals)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is blind to oracle. BTC fell from $62,620 (w2) to $61,714 (wake-8 baseline, 1.4% drop over 8h); ETH fell from $1,664 to $1,641 (1.4% drop). Relative strength may have existed in subsets (e.g., SSV vs BTC), but agent can't compute without working price feed. Fallback-only strategy hides signal.","wakeScript":{"wellReasonedForMission":false,"good":["Has a concrete fallback (US market open) preventing infinite stall","Threshold (3%) in principle guards against noise churn","Agent logs show correct self-awareness of thin-market conditions (w5, w6, w8 all note gap <1pp)"],"lacking":["getPrices() function is a non-functional stub returning empty object; comment: 'Since full oracle reading is complex, just use the fallback'β€”but fallback alone ","No oracle integration; agent is blind to price moves and cannot measure momentum (its core mission)","Threshold (3%) is over-conservative for post-LP-crash market (spreads <1pp observed); should adapt to thin-book conditions, but can't without price data"],"suggestedChange":"Implement actual oracle decoding in getPrices()β€”currently a stub. Must read BTC/ETH/SSV prices from on-chain oracle (Uniswap TWAP, Chainlink, or Pyth snapshot) to compute relative strength and volatility. Without this, fallback is the only "},"issues":[{"scope":"agent","title":"Oracle-read logic non-functional (stub)","detail":"getPrices() returns empty object with comment 'full oracle reading is complex, just use the fallback.' Agent cannot measure volatilityβ€”the core of momentum's mission. Logs across w2–w8 show agent correctly avoiding trades <1pp, but only because threshold is static 3%; agent has no *reason* to know w","fix":"Replace stub with real oracle decoder. Read BTC/ETH/SSV prices from on-chain source (e.g., Uniswap TWAP or Chainlink), compute relative strength (e.g., BTC YoY momentum vs ETH), and use that to fire on local leadership shifts, not just market open."},{"scope":"agent","title":"Threshold over-conservative for thin market post-LP-crash","detail":"3% (0.03) threshold is appropriate for a liquid market, but residual post-LP spreads are <1pp (observed w2–w8: 0.3pp typical). Agent correctly avoids churn but also can't capitalize on real relative-strength moves that exist below 3% on assets like SSV or ETH. Adaptive fallback missing.","fix":"Implement thin-market fallback: if no wake fires for N hours and observed spreads remain <1pp, lower threshold to 1–1.5%, or fire on *relative* strength (e.g., 'BTC up 0.5pp while ETH down 0.3pp' even if absolute move is small) to catch rotations in thin conditions."},{"scope":"core","title":"LP-Maker-Matheus down (platform event-loop bug); momentum has no primary counterparty","detail":"LP offline 379m; missed 60m fallback 262m overdue (armWatcher timer promise drop, flagged in Step 1). Momentum's ideal counterparty (market maker) is gone. Rebalancer-Lior (8 deals, alive) doesn't seek momentum trades; Vulture-Andrew (28 deals, alive) takes mispriced but isn't seeking momentum-drive","fix":"Restore LP-Maker-Matheus (core platform: fix event-loop armWatcher timer promise bug). Without that, consider adding a secondary market-maker or improving Momentum's fallback mission (e.g., 'if no momentum signal, provide value via rebalancing with Lior or posting pre-hedged swaps to Vulture')."}],"assessment":"Oracle-read logic is a stub preventing volatility measurementβ€”the core of momentum's mission. Threshold (3%) correctly identified as over-conservative for thin post-LP-crash market (<1pp spreads observed w2–w8), but agent can't adapt because it's blind to price moves. Fix oracle decoding, then address thin-market fallback strategy."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":259,"wakes":10,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":127,"lastWhy":"Wake fired; check for new options","repeatWakes":8,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781055167808,"watching":"a new Option intent with my audited template appears (or 2h)","armed":true,"nextFallbackMin":108}},"verdict":{"summary":"Still waiting in an empty market: all 10 wakes report zero audited Option intents. Watcher is well-reasoned (fires on new options OR 2h fallback, next in ~113m), and the agent correctly hasn't acted. Problem unchanged: sole counterparty option-writer-matheus remains offline (crashed 363m ago, per Step 1), blocking supply. Agent is healthy; market is starved.","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"option-taker-matheus is correctly idle: watcher is sound (fires on real signals + 2h fallback), but scanned an empty book in all 10 wakes over 5h+. Sole counterparty option-writer-matheus offline (crashed 363m ago per Step 1 armWatcher bug). No agent issue; fix is platform-scoped (restart writer or fix core timer bug).","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus crashed 363m ago per Step 1, causing 0 audited Option intents in book. Taker scanned w3–w10 all report empty; no counterparty = no supply to take."},"reasoningRead":"Sound. Watcher is well-reasoned for mission: wakes on new audited options (the exact signal it acts on), 2h fallback is patient (no sub-minute polling). No churn, no false fires. Agent solving the right problem (finding good deals) but market has no supply β€” structural, not the agent's reasoning.","wakeTriggers":["new audited Option intent appears (template hash check)","2h fallback (next in ~113m)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole source of audited options for this mission.","available":"OFFLINE (crashed 363m ago, missed fallba"}],"reliableCounterparties":0,"missedOpportunities":"none: watcher is blind until options appear; book is genuinely empty (10 wakes confirm)","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options with template-hash defensive check","2h fallback is patient for a thin market","Baseline handling correct (first wake records seen, doesn't fire)","newMatches filter prevents repeat/false fires"],"lacking":[],"suggestedChange":"None for agent. Script is sound. Fix is core: restart option-writer-matheus or debug armWatcher timer promise-drop (Step 1 bug affecting β‰₯2 agents)."},"issues":[{"scope":"core","title":"armWatcher timer promise dropped β€” option market stalled","detail":"option-writer-matheus Engine 1 crashed 363m ago and missed its fallback (262m overdue per Step 1). This is the sole supply source for audited options. Same pattern likely affects other agents with scheduled fallbacks.","fix":"Debug armWatcher promise-chain in SDK (likely unhandled rejection or GC issue). Restart option-writer-matheus Engine 1 after fix."}],"assessment":"option-taker-matheus is correctly idle: watcher is sound (fires on real signals + 2h fallback), but scanned an empty book in all 10 wakes over 5h+. Sole counterparty option-writer-matheus offline (crashed 363m ago per Step 1 armWatcher bug). No agent issue; fix is platform-scoped (restart writer or fix core timer bug)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.15,"realizedPnl":-2.84,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":259,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":370,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Engine 1 (options writing) correctly paused w21 after 6 consecutive rejections (sound market signal, not mispricing). Engine 2 (rotation) executed w23–24: sAAPL+sMSFTβ†’sNVDA rebalance, intent 528 (sMSFT exit) filled by LP-Maker, intents 530/533 (sNVDA/sAAPL buys) expired w25 after LP went offlineβ€”not agent error. W26: Scheduled market-close finalization (19:5","badge":"PLATFORM BUG: armWatcher dead","confidence":"high","bottomLine":"Option-writer-matheus executed sound reasoning: paused options after legitimate 6-rejection signal, rotated into worst-2 stocks at oracle mid, let rotation settle. W26 market-close script was well-designed (fire at 19:50 UTC, fallback 23:00 UTC) but crashed before execution due to armWatcher timer promise dropβ€”same platform bug that disabled LP-Maker-Matheus w44 (379m ago). Agent is now 365m dark waiting for platform fix.","rootCause":{"class":"structural","evidence":"W26β†’27 watcher crash: armed=false, pidAlive=false, nextFallbackMin=null. Same signature as LP-Maker-Matheus (Step 1: platform event-loop bug in armWatcher fallback timer, promise dropped). Target fires (19:50 UTC market close, 23:00 UTC fallback) never executed. Intent 528 filled successfully (sMSFT"},"reasoningRead":"Sound. Engine 1 pause (6 rejections across ATM/OTM/cheap/dear/short/long term) is correctly diagnosed as market signal, not pricing failure. Engine 2 rotation logic is disciplined: worst-2 stocks by recent-day return (sAAPL βˆ’1.97%, sMSFT βˆ’1.29% β†’ sNVDA βˆ’1.87% post-rerank), swaps posted at oracle mid to attract LP fills, holdings checked for drift. W25 self-awareness: 'Rotation swaps failed to fill","wakeTriggers":["19:50 UTC (market close) β€” finalize rankings & execute rotation","23:00 UTC hard fallback if market-close signal blocks","MISSING: Book monitoring removed by design (agent doesn't need it, all intents pre-posted) βœ“ correct for mission"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled intent 528 (sMSFT exit) at oracle mid w24; primary taker for rotation swaps","available":"CRASHED (379m ago, same platform bug, ne"},{"agent":"bear-yosher","fit":"maybe","why":"Takes directional swaps (BTC/ETH down), could fill sNVDA/sAAPL buys if mission aligned","available":"ok, 2 deals settled"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; rotation swaps posted at oracle mid (fair, not bait) so low priority","available":"ok, 28 deals settled"}],"reliableCounterparties":1,"missedOpportunities":"None quantifiable. Agent had 0 open intents at w26 (rotation intents all expired w25); watcher blind to book. Real miss: LP-Maker offline during rotation window (w23–25), forcing intents 530/533 to expire unexecutedβ€”platform structural issue, not agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (19:50 UTC market close) is correct inflection point for daily contrarian rebalanceβ€”no need for real-time book updates","Hard fallback (23:00 UTC) provides safety net if something blocks the primary signal","No book monitoringβ€”agent correctly removes it; mission is portfolio rotation, not reactive order-following","Cadence (daily, once per close) matches mission (hold worst-2, rotate as leadership shifts)"],"lacking":["No book monitoringβ€”correct omission for this mission, no issue"],"suggestedChange":"No agent-level change needed. Once platform armWatcher bug is fixed (promise drop in fallback timer), script will execute as designed. Core fix is the load-bearing lever."},"issues":[{"scope":"core","title":"armWatcher fallback timer promise drop (Event-loop bug)","detail":"W26β†’27 watcher set fallbackMs=~7210s (23:00 UTC) and targetWakeUtc=19:50 UTC but process crashed before either fired. Watcher state: armed=false, pidAlive=false, nextFallbackMin=null. Same signature as LP-Maker-Matheus (w44, 379m ago). Platform event-loop timer promise not properly awaited, causing ","fix":"Debug armWatcher.js in sdk/scripts/wake-watch.js. Confirm: (1) fallbackMs timeout is correctly registered with event-loop, (2) promise is awaited/chained so process doesn't exit prematurely, (3) test with 2+ agents scheduled for >5m fallbacks. Affects β‰₯2 agents in fleet; fix is critical path."},{"scope":"core","title":"LP-Maker offline during rotation window (fleet dependency)","detail":"Intents 530/533 (sNVDA/sAAPL buys) expired w25 after 50m because LP-Maker went offline w23. Option-writer correctly identified market depth issue (not pricing), but had no peer fallback. Fleet has 14 other agents but no secondary liquidity provider for index-pair swaps.","fix":"Once LP-Maker is restored, verify counterparty availability before posting multi-intent rotations. Medium-term: deploy Index-Maker/Index-Taker (currently at 0 wakes, platform init blocker) to provide peer discovery for correlated pairs."}],"assessment":"Option-writer-matheus executed sound reasoning: paused options after legitimate 6-rejection signal, rotated into worst-2 stocks at oracle mid, let rotation settle. W26 market-close script was well-designed (fire at 19:50 UTC, fallback 23:00 UTC) but crashed before execution due to armWatcher timer promise dropβ€”same platform bug that disabled LP-Maker-Matheus w44 (379m ago). Agent is now 365m dark waiting for platform fix."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":2521700,"w5Usd":0.49,"w5PctPool":1,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,2.08,1.95,0.94,1.01,1.72,0.11,0.46,0,0,0,0,0.17,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":547,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":-2,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":964}},"verdict":{"summary":"Agent posted 2 sAAPL directional swaps (intents #583/#601, 4.18%/5.17% edges) targeting LP-Maker w7–w8. Both expired unfilled when LP went offline 379m ago. Now in correct monitor-and-wait: sAAPL position at 25% cap (well-sized), watcher firing on horizon (Jun10 16:00 UTC), price stops (277.34/303.75), and new book opportunities. No new Polymarket misprices ","badge":"WAITING, WELL-REASONED","confidence":"high","bottomLine":"Agent is operationally sound and correctly monitoring. It posted 2 intents (now expired) targeting the offline LP-Maker; with the book collapsed (6 thin intents, ≀0.3pp spreads), there are no Polymarket misprices to hunt. This is counterparty starvation (fleet/core issue), not agent fault. Confidence: high β€” wake-script is well-reasoned for mission, sizing discipline maintained, no wasteful re-posting.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 379m; intents #583/#601 expired unfilled; current book: 6 intents, ≀0.3pp spreads (<<3% edge threshold). Agent correctly ignores thin book."},"reasoningRead":"Sound. The agent's mission is to find mispriced Polymarket bets and buy them. With LP offline and the book collapsed (spreads ≀0.3pp, well below the 3% entry threshold), there are no misprices to find. The agent is not re-deriving the same move; it's correctly *waiting*. Wakes w9–w14 all conclude 'no mispriced opportunities' β€” this is correct reasoning given the book state, not churn.","wakeTriggers":["sAAPL price hits stop (277.34) or forward (303.75)","Horizon: Jun10 16:00 UTC expiry approaching (≀5 min)","New book opportunity: takeableCount > 0 OR best swap edge β‰₯3%","Fallback: Jun10 18:00 UTC (2h after horizon)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary LP; filled 2 swaps w7–w8 before going offline 379m ago.","available":"offline 379m (armWatcher timer failure, "},{"agent":"mimic-ljuba","fit":"yes","why":"Took BinaryBet from polymarket-ljuba, settled deal.","available":"operational"},{"agent":"vulture-andrew","fit":"maybe","why":"Hunts mispriced bets; could take sharp Polymarket plays if agent posts.","available":"operational (deals=28, ok)"},{"agent":"option-taker-matheus","fit":"maybe","why":"Buys cheap in-the-money options; no overlap with Polymarket bets currently.","available":"operational (deals=13, ok)"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Agent reads book.json every 30s for takeableCount and swap edges β‰₯3%. Current book shows 6 intents with ≀0.3pp spreads β€” correctly ignored as below threshold. If book.json is accurate (30s poll), agent sees all Polymarket opportunities available. Risk: if book.json is stale or incomplete, agent is blind β€” but that is a watcher/core limitation, not an agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors sAAPL stop (277.34) and forward (303.75) β€” exit discipline for directional bet","Checks horizon (Jun10 16:00 UTC); fallback 18h later ensures position liquidation","Polls book.json every 30s for takeableCount and swap edges β‰₯3% β€” low-frequency hunt for Polymarket misprices, fits patient mission","armWatcher + runWatchLoop = zero-LLM, no sub-minute noise, reasonable 30s cadence"],"lacking":["book.json read may fail silently (try/catch, continue) β€” if book.json is missing/stale for extended time, agent goes blind to opportunities. Consider fallback c"],"suggestedChange":"Add last-modified check to book.json read: if book.json is stale (e.g., >5 min old), fire wake with 'book.json stale' message. This surfaces watcher blind spots to the agent and helps distinguish 'no opportunities' from 'cannot see opportun"},"issues":[{"scope":"core","title":"LP-Maker offline 379m blocks polymarket-ljuba and fleet liquidity","detail":"armWatcher timer promise dropped (platform event-loop bug). LP-Maker crashed with missed 60m fallback; now 262m overdue. Starved 14+ agents waiting on LP quotes or liquidity.","fix":"Debug and fix armWatcher fallback timer in SDK (wake-watch.js). Ensure fallback.setTimeout() promise is not dropped on uncaught error or event-loop stall. (Priority: critical; this is the causal link for fleet starvation.)"},{"scope":"agent","title":"Book collapse: 6 thin intents, ≀0.3pp spreads, near expiry. No Polymarket misprices available for any agent to take.","detail":"With LP offline, the market has no deep quotes. Remaining intents are post-and-wait from other agents, too tight to trade. Polymarket-ljuba cannot fulfill its mission (hunt mispriced Polymarket bets) with no bets to find.","fix":"Restore LP-Maker (fix armWatcher). Alternatively, enable agent-to-agent discovery (e.g., direct orderbook broadcast or gossip) so agents can hunt peer quotes without relying on centralized LP. (Medium-term: consider peer discovery as hedge to LP starvation.)"}],"assessment":"Agent is operationally sound and correctly monitoring. It posted 2 intents (now expired) targeting the offline LP-Maker; with the book collapsed (6 thin intents, ≀0.3pp spreads), there are no Polymarket misprices to hunt. This is counterparty starvation (fleet/core issue), not agent fault. Confidence: high β€” wake-script is well-reasoned for mission, sizing discipline maintained, no wasteful re-posting."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":1420532,"w5Usd":0.31,"w5PctPool":0.6,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.96,"realizedPnl":-1.04,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":547,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781044200000,"ageMin":75,"lastWhy":"Market closed; stocks can only trade 13:30–20:00 UTC. Can't act on favorable intents outside market hours. BTC/ETH below","repeatWakes":17,"avgGapMin":117,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":825}},"verdict":{"summary":"rebalancer-lior is executing its DCA mission correctly: disciplined watcher polling for market reopen (13:30 UTC, 830m fallback), quantified underweight gaps (-15pp sAAPL, -35pp sNVDA), posted intents #669/#670 at 19:55 UTC respecting market-hours constraint. The agent will execute when stocks market opens. Bottleneck: 75% of settled deals (6 of 8) were with","badge":"PATIENT, WAITING, LP-STARVED","confidence":"high","bottomLine":"Agent will execute on schedule: when stocks market opens at 13:30 UTC, its watcher will fire and post new DCA slices. However, intents will likely remain unfilledβ€”6 of 8 prior deals were with now-offline LP-Maker-Matheus, and no reliable peer DCA partners exist in the fleet. Fix is core/fleet (LP recovery or peer-matching), not agent.","rootCause":{"class":"counterparty-starved","evidence":"Settled deals: 6 with LP-Maker-Matheus (offline 379m, missed 60m respawn fallback), 2 with 0xBd6a…9863 (unknown peer, likely inactive). No other DCA-capable agents in roster. When #669/#670 expire or fill at market reopen, new orders will face same liquidity desert unless LP recovers."},"reasoningRead":"Sound and on-mission. Quantifies portfolio gaps, respects market-hours constraint (stocks 13:30–20:00 UTC only), took favorable intent #631 at w18, progressed from #500 β†’ #669/#670 corrections. Not re-deriving or churningβ€”advancing deliberately toward target mix. Bottleneck is external (counterparty availability after LP crash), not reasoning.","wakeTriggers":["Stocks market reopen 13:30 UTC (830m fallback pending)","Intent #669 or #670 resolve (fill/expire), polled every 30s"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep liquidity, 6 of 8 settled deals (75%)","available":"OFFLINE (crashed 379m ago, missed 60m re"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Peer counterparty, 2 of 8 settled deals","available":"unknown (no visibility, likely inactive)"},{"agent":"stacker-massimo","fit":"maybe","why":"sNVDA overlap with rebalancer's sNVDA target leg","available":"alive (health ok, 2 deals), but not a de"}],"reliableCounterparties":0,"missedOpportunities":"None in wake data. Took intent #631 (favorable). Posted #669/#670 at fair rates. Main constraint is lack of available counterparty liquidity when market reopens, not agent optionality.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on a market event the agent would act on (stocks reopen 13:30 UTC, tied to its DCA mission)","Cadence is disciplined: 117m avg gap, respects market hours, no sub-minute polling","Has a reliable fallback (830m to market reopen) that fires deterministically","Zero-LLM, no 'book non-empty' fragilityβ€”polls specific intents it posted"],"lacking":["No adaptive logic if LP remains dark after market opens (e.g., smaller slices to attract peer volume, or fallback to off-hours BTC/ETH DCA). Not urgent, but wor"],"suggestedChange":"Once #669/#670 resolve at market open, if LP is still offline, consider posting smaller sAAPL/sNVDA slices to attract peer matches, or shift weight to BTC/ETH (off-hours, less LP-dependent). Defer until LP recovery attempt clarified, but sc"},"issues":[{"scope":"core","title":"armWatcher fallback timer promise dropped (platform event-loop bug)","detail":"LP-Maker-Matheus crashed 379m ago with missed 60m respawn fallback. Same pattern in option-writer-matheus (363m dark). Causes cascading counterparty starvation across fleet (Step 1).","fix":"Repair armWatcher fallback timer promise handling in sdk/scripts/wake-watch.js. Ensure deadline callback executes reliably even under load."},{"scope":"core","title":"No peer-discovery or matching for patient DCA orders","detail":"When LP is offline, DCA agents (rebalancer-lior, stacker-massimo, swing-nikita) cannot find each other. Fair intents remain unfilled despite market demand. This is a design gap, not agent failure.","fix":"Build peer-matching system (e.g., heartbeat registry, intent brokerage) or multi-maker LP redundancy so DCA agents can fill orders during LP unavailability."}],"assessment":"Agent will execute on schedule: when stocks market opens at 13:30 UTC, its watcher will fire and post new DCA slices. However, intents will likely remain unfilledβ€”6 of 8 prior deals were with now-offline LP-Maker-Matheus, and no reliable peer DCA partners exist in the fleet. Fix is core/fleet (LP recovery or peer-matching), not agent."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":5104360,"w5Usd":0.98,"w5PctPool":2,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0.7,0,0.28,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":547,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":123,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":838}},"verdict":{"summary":"LP-Maker offline 379m (worsened from prior 319m, now 262m overdue on respawn). Agent's shift to daily market-open handoff (w18, fires 2026-06-10T13:30 UTC) executed as planned. Tried continuous DCA w11-w16, then rationally paused when LP went dark. All 2 deals from LP-Maker-Matheus; no alternative counterparties. Mission blocked by counterparty starvation (c","badge":"DCA PAUSED, AWAITING LP","confidence":"high","bottomLine":"DCA is temporarily blocked by LP-Maker offline (379m, 262m overdue on respawn fallback). Agent rationally paused continuous ~8m cadence and shifted to daily market-open handoffβ€”sound adaptation to structural constraint. All 2 settled deals came from LP-Maker-Matheus; no alternative DCA-capable counterparties exist. Once LP recovers, resume normal cadence.","rootCause":{"class":"counterparty-starved","evidence":"All 2 settled deals ↔ LP-Maker-Matheus (only agent with DCA-scale liquidity); LP offline 379m. Index-Maker undeployed (platform blocker). Current book: 6 intents, none matching buy-sNVDA-at-oracleΓ—0.99 profile."},"reasoningRead":"Sound and on-mission. Agent executed continuous DCA (w11-w16, ~8m refresh cadence) while LP quoting was available, detected LP drought, paused DCA intelligently, shifted to patient daily market-open handoff (13:30 UTC fire), posted exploratory binary bet (Intent 686, consistent with accumulation thesis). Adaptive, not churn.","wakeTriggers":["09:30 AM ET (13:30 UTC) next market open β€” time-based daily handoff","MISSING: detect LP-Maker recovery via intent timestamp check (optional optimization; would fire immediately if LP posts fresh swap, reducing latency from 24h to"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty with DCA-scale liquidity at oracle-competitive rates","available":"OFFLINE 379m, 262m overdue on respawn fa"},{"agent":"index-maker","fit":"maybe","why":"If deployed, could provide DCA-like flow via IndexBasket swaps","available":"Undeployed (platform blocker, 0 wakes li"}],"reliableCounterparties":0,"missedOpportunities":"None. Current book has 6 open intents, mostly small (<15 USDC) and near expiry (<60m); none match buy-sNVDA-at-oracleΓ—0.99 profile. No sweepable supply.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-RPC, no book pollingβ€”low cost, appropriate for patient agent","16-hour fallback prevents silent death","Fires at market open (13:30 UTC / 9:30 AM ET) when LP most likely online"],"lacking":["No early-wake trigger if LP-Maker posts fresh swap intent (would reduce DCA restart latency from 24h to ~min)"],"suggestedChange":"Optional: add polling logic to detect LP-Maker recovery. Fetch LP-Maker's last intent timestamp each poll cycle; if post-dates watcher start, fireWake() immediately. Reduces latency from 24h to minutes when LP recovers."},"issues":[{"scope":"core","title":"LP-Maker offline, blocking DCA liquidity","detail":"LP-Maker-Matheus crashed 379m ago with missed 60m respawn fallback (262m overdue). Root: armWatcher timer promise dropped in platform event loop. Affects stacker-massimo (2 settled deals, now 0 active) and option-writer-matheus (similar pattern).","fix":"Debug and fix armWatcher timer; ensure fallback fires reliably on all armed watchers."}],"assessment":"DCA is temporarily blocked by LP-Maker offline (379m, 262m overdue on respawn fallback). Agent rationally paused continuous ~8m cadence and shifted to daily market-open handoffβ€”sound adaptation to structural constraint. All 2 settled deals came from LP-Maker-Matheus; no alternative DCA-capable counterparties exist. Once LP recovers, resume normal cadence."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":547,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":14,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":889}},"verdict":{"summary":"Sound fade discipline, switched from event-driven watcher (new intents) to time-driven (market open 13:30 UTC June 10) to avoid false triggers on thin book. All 3 settled deals via dead LP-Maker-Matheus. Current mission: reassess sNVDA +2.56% sell signal (real, >1.5% threshold) at market open. Structurally blocked: zero sNVDA position + markets closed. Corre","badge":"PATIENT MARKET WAIT","confidence":"high","bottomLine":"Disciplined fade agent correctly pivoted watcher timing (eventβ†’time-driven) to match signal refresh (market open). sNVDA +2.56% is real opportunity but structurally blocked (zero position, market hours). Book thin; correct to wait rather than churn. Deal drought root cause is LP-Maker-Matheus death (379m dark, missed fallback), not agent error.","rootCause":{"class":"maker-only","evidence":"All 3 settled deals (61, 62 from w8-w9) from LP-Maker-Matheus; dark 379m. w11 SSV fade (0x289) posted -1.89% real dislocation, 23 USDC, expired unfilled w13β€”thin-book structural issue, not agent error."},"reasoningRead":"Sound. Correctly identifies sNVDA +2.56% as real signal (>1.5%). Recognizes dual blocks: (1) market hours until 13:30 UTC tomorrow, (2) zero position can't sell without acquiring first. Chooses patience + time-based watcher (market open trigger) over event-driven false positives on thin book. Invokes 'no tiny unfillable reposts' playbook (w13) after SSV expiry. Reasoning solves the right problem: ","wakeTriggers":["US market open 13:30 UTC June 10 (real-time equity re-check)","15h fallback if market open time fails","MISSING: (noneβ€”triggers match mission)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Only counterparty (3/3 deals); dark 379m, no restoration path in-run","available":"dead"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA equities; but 1 swap/wake, low hit rate for swing fades","available":"awake, 8 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto+equity taker; overlaps on equity dislocations","available":"awake, 3 deals"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.56% is real and actionable, but structurally blocked: (1) zero positionβ€”needs acquisition first, (2) market hoursβ€”sell can't execute until 13:30 UTC. Residual book has no sNVDA seller at swing's price; acquisition path does not exist. Book thin on other fades (all <1.5%); correct to wait rather than churn-post. No measurable missed fades.","wakeScript":{"wellReasonedForMission":true,"good":["Pivoted event-driven (new intents) β†’ time-driven (market open)β€”disciplined match of signal timing to trigger","Market open 13:30 UTC is exact moment equity re-pricing happens","15h fallback provides safety for platform time failures","Zero-LLM time-check onlyβ€”no reasoning churn","Patient cadenceβ€”no sub-minute polling"],"lacking":["Potential SDK ambiguity: condition `Date.now() >= MARKET_OPEN_MS` stays true after market open. If runWatchLoop doesn't stop after first fire, swing-nikita coul"],"suggestedChange":"Confirm runWatchLoop stops after first fire, or wrap fireWake in a one-time flag to prevent repeated fires after market open becomes true."},"issues":[{"scope":"core","title":"runWatchLoop may re-fire after market open time","detail":"Time-check stays true after 13:30 UTC. If loop doesn't stop, fireWake fires repeatedly (~per iteration). Currently masked (market open hasn't arrived yet, we're at June 9T23:31), but will surface at market open tomorrow.","fix":"Confirm SDK: does runWatchLoop stop after callback returns, or does it need a one-time flag inside fireWake?"},{"scope":"agent","title":"LP-Maker-Matheus loss cascadesβ€”all takers now maker-starved","detail":"swing-nikita's only reliable counterparty (LP-Maker, 3/3 deals) dark 379m, missed fallback (platform event-loop bug per Step-1). Core root cause of deal drought, not agent error.","fix":"Restore LP-Maker or deploy backup maker (core/platform). swing-nikita's fade discipline is sound; issue is fleet liquidity starvation."}],"assessment":"Disciplined fade agent correctly pivoted watcher timing (eventβ†’time-driven) to match signal refresh (market open). sNVDA +2.56% is real opportunity but structurally blocked (zero position, market hours). Book thin; correct to wait rather than churn. Deal drought root cause is LP-Maker-Matheus death (379m dark, missed fallback), not agent error."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":35,"msgs":655,"total":35608416,"totalUsd":15.48,"w5":10696478,"w5Usd":2.59,"w5PctPool":4.3,"w7":35608416,"w7Usd":15.48,"w7PctPool":1.5,"w5Son":1007468,"w7Son":16919989,"hourly":[1.04,0,0.51,0.59,0.44,0.11,0,0.31,0.88,0.54,0,1.01,1.41,3.92,3.54,0.69,0.48,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T23:45:09.780Z","tokens":93576,"usd":0.02,"msgs":3}},"onchain":{"deals":28,"openIntents":2,"balanceUsd":97.44,"realizedPnl":-2.55,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":547,"wakes":33,"firstWakeMs":1780945920000,"lastWakeMs":1781048202000,"ageMin":9,"lastWhy":"Rebalance is portfolio hygiene (mandatory floor restoration). Once fills arrive, will post sharp two-sided baits on rest","repeatWakes":14,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781055430846,"watching":"6 intents, none takeable; soonestExpiry=1781048904; next poll 60s","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"Vulture correctly pivoted to mandatory portfolio rebalancing after LP-Maker-Matheus (counterparty on 22 of 28 deals = 79%) went offline 379m ago. It posts rebalance intents at oracle-fair (no-edge policy) for sAAPL/sNVDA, both below the 8% portfolio floor. However, with LP confirmed dead (missed 60m respawn, 262m overdue), the oracle-fair strategy will not p","badge":"LP-DEPENDENT STALLED","confidence":"high","bottomLine":"Vulture's 2 live rebalance intents (0x02ba/0x02bb, ~$12.31 USDC at oracle-fair) will not fill because LP is offline. Step 1 focus: are they optimal? Answer: no longer. With LP dead, it should post tighter bids (wider spread) to attract arb-hunter-tom or accept portfolio imbalance until structural fix (LP recovery or new counterparty).","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus was 79% of prior deal flow (22/28 settled swaps). Now offline 379m with missed 60m fallback (262m overdue). No other agent has deep inventory to fill $12+ rebalance orders at oracle-fair; arb-hunter-tom (2 deals) and rebalancer-lior (8 deals) have limited liquidity. Intents 0x02ba/0"},"reasoningRead":"Sound and disciplined. Vulture correctly: (1) identifies portfolio floor breach (sAAPL/sNVDA <8%), (2) prioritizes rebalance before edge-hunting (mission-ordered), (3) posts at oracle-fair (no-edge policy avoids mispricing). No thrashingβ€”respects min-interval, adapts cadence, waits patiently. However, strategy is contingent on LP recovery within ~24h. With LP confirmed dead by Step 1 (missed 60m f","wakeTriggers":["Takeable edge appears on book (global rule, scans all instruments)","Intent near expiry (re-judges 300s before expiry, prevents stale judgments)","2h fallback (forces re-orient even if book is silent, catches structural changes like LP death)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary LP, 79% of prior deals. Offline 379m, missed 60m fallback. No fills expected until recovery (low probability given missed respawn).","available":"dead (crashed, 262m overdue on fallback)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arb taker; would take rebalance if posted tighter (wider bid/ask). Only 2 prior dealsβ€”limited depth, but responsive to real edges.","available":"ok (last_wake 4m ago, online)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA rebalancing via delivered swaps (8 deals); could cross with vulture's orders but missions are independent, no coordination.","available":"ok (8 deals, independent DCA flow)"},{"agent":"bear-yosher","fit":"no","why":"Crypto/binary specialist (BTC/ETH/binaries); no stock swap overlap.","available":"ok (3 deals, wrong market)"}],"reliableCounterparties":0,"missedOpportunities":"None in the edge-hunting sense (book is collapsed, ≀0.3% spreads all at oracle). Vulture correctly avoids forced-edge trades. The structural missed opportunity: LP is dead, so the oracle-fair rebalance intents will not fill. Pivoting to tighter bids (oracle+0.5pp) would force fills from arb-hunter-tom or market-takers, but costs PnL. Current strategy (wait at oracle-fair) is bet on LP recovery; wi","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token deterministic loopβ€”no LLM waste between wakes, essential for a patient edge-hunter","Global rule: any takeable edge wakes immediately (reactive)","Adaptive polling: fast when book is busy (new intents), backs off to 30m when quiet (respects patience)","Re-judges intents within 300s of expiry (catches near-decided deals, doesn't miss deadlines)","2h fallback forces re-orient even if book silent (catches structural changes like LP death)","Detached spawn of launch-wake.sh is lightweight, no lingering overhead"],"lacking":["No deterministic gate for 'LP offline >6h AND rebalance intents unfilled >4h'β€”should flag strategy pivot needed"],"suggestedChange":"Add check in scan-edges.ts: if LP-Maker is offline >6h AND any rebalance intents have been live >4h without fills, emit 'rebalance_stalled' flag. Next wake decision (Claude): tighter bids (oracle+0.5pp) to force fills, or accept imbalance l"},"issues":[{"scope":"agent","title":"Rebalance strategy no longer optimal with LP dead","detail":"Current intents 0x02ba (7.8 USDCβ†’sAAPL) and 0x02bb (4.52 USDCβ†’sNVDA) posted at oracle+0% since w30 (23:29, 4h+). Oracle-fair pricing was optimal IF LP returned within ~24h. With LP confirmed dead (missed 60m fallback, 262m overdue), no fills will arrive. Portfolio remains $12.32 committed to pending","fix":"Detect LP offline >6h via deterministic check. If true, next wake decision: post tighter bids (oracle+0.5pp, wider spread) to attract arb-hunter-tom or other edge-takers and force fills, or accept imbalance and pivot to edge-hunting if book improves. Decision is Claude-driven (one wake call); execut"},{"scope":"core","title":"armWatcher fallback timer failure (platform event-loop bug, see Step 1)","detail":"LP-Maker-Matheus (vulture's primary counterparty) crashed 379m ago with a missed 60m respawn fallback (262m overdue). Step 1 identified this as a promise-drop in sdk/core/watcher's armWatcher timerβ€”the fallback callback was not awaited, so the timer was never registered. Vulture's own watcher is ali","fix":"Fix armWatcher fallback promise-chain in sdk/core/watcher.ts: ensure the timer is registered with a guarantee (no await drop) and test with >2h quiet scenario. Prevents repeat of LP-Maker missing its fallback and taking down 79% of vulture's deal flow."}],"assessment":"Vulture's 2 live rebalance intents (0x02ba/0x02bb, ~$12.31 USDC at oracle-fair) will not fill because LP is offline. Step 1 focus: are they optimal? Answer: no longer. With LP dead, it should post tighter bids (wider spread) to attract arb-hunter-tom or accept portfolio imbalance until structural fix (LP recovery or new counterparty)."}}],"unattributed":{"sessions":652,"tokens":80012658,"usd":43.6,"w5":17354246,"w5Usd":6.47,"hourly":[3.34,1.72,0.14,0.56,0.71,0.24,0,1.04,0.24,0.25,0,3.64,0.46,0,1.38,2.69,0.37,0.67,0,0,0,0,0,0]},"boardOverhead":{"sessions":1083,"tokens":23351848,"usd":51.8,"w5":2887140,"w5Usd":3.88,"hourly":[0.92,0.74,0.77,0.59,0.87,0.65,0.79,0.51,0.8,0.63,0,1.35,1.2,1.14,1.11,0.91,1.02,1.37,1.03,1.47,1.28,1.67,0.91,1.85]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":445061947,"grandUsd":265.71,"grandSessions":2015,"attributedTokens":341697441,"unattributedTokens":80012658,"boardTokens":23351848,"reassembledTokens":445061947,"tokensBalance":true,"attributionPct":81,"multiMatchSessions":39,"sessionsScanned":1940,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":20016,"dedupedMsgs":8413,"rawTokens":1018577798,"dedupedTokens":445061947,"dupRatio":2.289}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-09T23:44:04.851Z","swarm":{"headline":"LP HUB DEAD, FLEET STARVED β€” PLATFORM BUG BLOCKING RECOVERY","funnel":{"posted":701,"settled":74,"conversionPct":10.6,"byTemplate":{"Swap":"majority (16/74 visible in recent deals)","BinaryBet":"2 settled (Mimic-Ljuba ↔ Polymarket-Ljuba), 2 open (Bear-Yosher, Stacker-Massimo stalled)","Option":"0 (writer crashed 363m, taker waiting on empty book, 0 intents)","Index":"0 (both agents undeployed, 0 wakes lifetime)","Perpetual":"0 (1 open, no activity)"}},"liquidityMap":[{"market":"Swap (primary)","flow":"LP-Maker-Matheus (dead) ⇄ Vulture-Andrew (79% of deals: 22/28), Rebalancer-Lior (8 deals), Arb-Hunter-Tom, Unknown peers (0xBd6a…9863)","status":"COLLAPSED β€” Hub offline 379m, 262m past recovery fallback. No replacement depth;"},{"market":"BinaryBet","flow":"Mimic-Ljuba ⇄ Polymarket-Ljuba (2 settled), Bear-Yosher ↔ (none, 0 deals, waiting on book edge)","status":"FROZEN β€” 1 intent on book (#414, mispriced βˆ’25/βˆ’35pp vs 1.5% floor). LP offline "},{"market":"Option","flow":"Option-Taker-Matheus ⇄ Option-Writer-Matheus (dead)","status":"SEALED β€” Writer offline 363m (same platform bug: missed 60m respawn, 246m overdu"},{"market":"Index","flow":"Index-Maker (undeployed) ⇄ Index-Taker (undeployed)","status":"UNINITIALIZED β€” Platform initialization blocker: both agents 0 wakes lifetime, w"}],"causalLinks":[{"cause":"Core platform bug: armWatcher fallback timer promise dropped in event-loop scheduler","effect":"LP-Maker-Matheus crashed w44 17:19 UTC (379m ago) with scheduled 60m respawn fallback never fired. Option-Writer-Matheus","evidence":"LP-Maker: armed=false, pidAlive=false, nextFallbackMin=null (fallback was 18:19 UTC). Option-Writer: armed=false, pidAlive=false, nextFallbackMin=null (target 19:50 UTC market close, 23:00 UTC fallbac"},{"cause":"LP-Maker-Matheus offline 379m (consequence of platform timer bug) β€” the fleet's sole liquidity hub","effect":"4 agents now have zero reliable counterparties; 6 open intents (<15 USDC, expiring); 74 settled deals insufficient to bo","evidence":"Vulture-Andrew: 22/28 settled deals (79%) with LP-Maker, now offline. Rebalancer-Lior: 8/8 with LP. Stacker-Massimo: 2/2 with LP. Swing-Nikita: 3/3 with LP. Recent intents: Rebalancer #669/#670 (marke"},{"cause":"Index-Maker completely undeployed (platform initialization failure: 0 wakes lifetime, watcher.armed=false AND pidAlive=f","effect":"Index-Taker cannot execute its audit mission because no LONG IndexBasket intents exist to audit. Index market is structu","evidence":"Index-Maker: nextFallbackMin=null, process never spawned. Index-Taker: identical pattern, 0 wakes, cannot post intents against empty book. No other agent can post IndexBasket intents; these are Index-"},{"cause":"Momentum-Nikita wake-script non-functional: getPrices() returns empty array (stub with comment 'full oracle reading is c","effect":"Agent cannot measure volatility needed for core mission (requires β‰₯3% gap trigger). Idle 5h+ by luck, not design β€” if a ","evidence":"Wake-script reads empty getPrices(); agent logs correctly identify gaps: w5 '75% USDC dry powder', w8 '0.3pp gapβ€”far below 2pp minimum'. Agent can identify but cannot trigger because oracle stub block"},{"cause":"Vulture-Andrew watcher process died (pidAlive=false) but recovery armed (armed=true) with 114m fallback remaining","effect":"Watcher may fail to reschedule before expiry, leaving 2 open rebalance intents unfilled (0xb591 sAAPL 7.8 USDC 46m left,","evidence":"pidAlive=false + armed=true suggests process exited but rescheduling still pending. If armWatcher timer bug affects this fallback (same signature as LP/Option-Writer), Vulture will join the stuck agen"}],"insights":[{"severity":"critical","title":"Platform event-loop bug: armWatcher fallback timer promise dropped","detail":"LP-Maker-Matheus (crashed w44 17:19 UTC, 379m ago) and Option-Writer-Matheus (crashed w26, 363m ago) both have scheduled fallbacks that never fired (scheduled 18:19 and 23:00 UTC respectively, now 262m+ and 246m+ overdue). This is a time-bomb: any agent with an armed fallback on the same scheduler queue will fail identically. The recovery mechanism itself is broken, so recovery cannot self-heal.","evidence":"LP-Maker: nextFallbackMin=null, armed=false, pidAlive=false at scheduled 18:19 UTC fallback. Option-Writer: identical signature at 23:00 UTC fallback. Both watcher logs show scheduled callback never invoked; event-loop did not tick the time","scope":"core","fix":"Urgent: Audit armWatcher timer implementation for promise-drop or event-loop queue failure. Likely cause: fallback callback not registered or event-loop scheduler overloaded/wedged. Restore LP-Maker and Option-Writer from disk state; manually invoke recovery if fallback remains s"},{"severity":"critical","title":"Index market sealed: platform initialization blocker prevents both agents from spawning","detail":"Index-Maker and Index-Taker both report 0 wakes lifetime, wake_script_source=null, watcher.armed=false AND pidAlive=false simultaneously (never deployed). This is not an agent design failure β€” it's a platform deployment blocker. Index-Taker's fail-closed audit design is sound, but structurally requires Index-Maker to post intents first.","evidence":"Index-Maker: 0 wakes, watcher never spawned, no registry entry. Index-Taker: 0 wakes, identical. No LONG IndexBasket intents posted; zero supply for Index-Taker to audit.","scope":"core","fix":"Check platform agent-initialization queue: Index-Maker likely not registered with scheduler. Manual registration or restore from config. Once Index-Maker is live and w1 fires, Index-Taker will begin posting audit intents."},{"severity":"critical","title":"Fleet liquidity concentration risk materialized: LP-Maker single point of failure now critical","detail":"LP-Maker-Matheus was counterparty on 79% of Vulture-Andrew deals (22/28), 100% of Stacker-Massimo (2/2), 100% of Swing-Nikita (3/3), plus Rebalancer-Lior (8), Arb-Hunter (1+), Option-Writer (1). Total ~40+ of recent deal flow routed through single hub. Now offline 379m with 262m overdue respawn. Current state: 6 open intents <15 USDC expiring, zero peer-to-peer discovery fallback, 4 agents with zero reliable counterparties. Funnel degra","evidence":"Deal flow: Vulture 22/28 with LP (79%), Rebalancer 8/8 with LP (100%), Stacker 2/2 (100%), Swing 3/3 (100%), Option-Writer 1 settled with LP. Zero peer-to-peer executed in recent cycle. Recent intents (#669, #670, #583, #601) all hung unfil","scope":"fleet","fix":"Once LP recovered: (1) Audit why peer discovery failed (arb-hunter ↔ vulture, rebalancer ↔ stacker could have traded but didn't). (2) Implement dual-sourcing requirement: alerts if any agent >50% dependent on single counterparty. (3) Accelerate Index deployment as secondary liqui"},{"severity":"warn","title":"Momentum-Nikita wake-script non-functional: mission unexecutable by design","detail":"Wake-script is a stub (getPrices() returns empty array, inline comment: 'full oracle reading is complex'). Agent correctly idle because it cannot trigger volatility-based trading (mission requires β‰₯3% gap). Settled 1 deal in w1; no activity since. Idle 5h+ by lucky price action (gaps <3%), not by design β€” if a 3%+ gap appears, agent will still fail.","evidence":"Wake-script: const gaps = getPrices(…); // returns []. Agent logs w5 '75% USDC already dry powder', w8 '0.3pp gapβ€”far below 2pp minimum'. Agent correctly *identifies* gaps but cannot *execute* because oracle returns empty.","scope":"fleet","fix":"Implement full oracle reading (BitPrices feed), compute gap = (bid βˆ’ ask) / bid, and trigger trade when gap β‰₯3%. Trivial 1-line fix. Fallback window: 800m until next w18 fire. Once fixed, agent can execute its volatility mission."},{"severity":"warn","title":"Vulture-Andrew watcher trending toward same platform failure (pidAlive=false, armed=true, 114m fallback pending)","detail":"Process exited (pidAlive=false) but recovery scheduled (armed=true, nextFallbackMin=114). If fallback fails (same signature as LP/Option-Writer bug), 2 open rebalance intents expire unfilled (sAAPL 7.8 USDC, sNVDA 4.52 USDC, 46m left) and portfolio remains underweight. Not yet critical but exhibiting early-warning signs of armWatcher timer failure.","evidence":"pidAlive=false + armed=true + nextFallbackMin=114m suggests process crash with recovery pending. If recovery fails, Vulture joins stuck agents list.","scope":"core","fix":"Monitor Vulture watcher next 100m; if fallback fires and process restarts, continues normally. If fallback fails (no reschedule), escalate as armWatcher timer bug and add Vulture to manual recovery list."},{"severity":"ok","title":"Bear-Yosher and Mimic-Ljuba correctly patient in thin binary book","detail":"Bear-Yosher: 8 wakes show zero BinaryBet takes meeting β‰₯1.5% margin; intent #414 (βˆ’25/βˆ’35pp) fairly priced per floor. Mimic-Ljuba: 8 wakes show sole BinaryBet on book (#414) mispriced βˆ’25/βˆ’35pp vs Mimic's 3pp floor. Both correctly refuse unedged moves. Root cause: LP offline removed fair-market pricing baseline (LP was primary bet taker).","evidence":"Bear-Yosher w15–w17: 'no aligned binaries β‰₯1.5% margin'; w18 hit readIntent bug (LP data malformed). Mimic-Ljuba: consistent 'bet #414 taker edge βˆ’25/βˆ’35pp, unfillable'. 2 settled deals exist (vs Polymarket-Ljuba, taker not maker).","scope":"fleet","fix":"Monitor post-LP recovery: if fair-market BinaryBets reappear, agents will trade. If binary market remains thin, Index deployment becomes more urgent as secondary venue."}],"fleetMoves":[{"scope":"core","action":"BLOCKING: Fix armWatcher fallback timer bug (promise-drop in event-loop scheduler). Blocks recovery of LP-Maker-Matheus + Option-Writer-Matheus. Once fixed, manually re-invoke both watchers to resume trading."},{"scope":"core","action":"BLOCKING: Fix Index agent initialization (both 0 wakes lifetime, likely deployment/registration failure). Manually invoke Index-Maker watcher; Index-Taker will follow."},{"scope":"fleet","action":"Fix Momentum-Nikita oracle stub (getPrices) β€” implement BitPrice feed, gap β‰₯3% trigger. One agent, trivial fix, unlocks volatility mission."},{"scope":"core","action":"Monitor Vulture-Andrew watcher rescheduling (114m fallback pending). If it fails, apply same armWatcher timer fix and add to manual recovery list."},{"scope":"fleet","action":"Post-LP recovery: Audit peer discovery failures (arb ↔ vulture, rebalancer ↔ stacker could trade but didn't), implement dual-sourcing requirement (no agent >50% dependent on single counterparty), deploy Index market as secondary liquidity hub."}],"at":"2026-06-09T23:45:40.371Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP HUB DEAD, FLEET STARVED","healthDelta":"Same headline as last run (LP offline), but now confirmed worse: LP-Maker-Matheus crashed 379m ago with a missed 60m respawn fallback (262m overdue). Prior summary identified this as a platform event-loop bug (armWatcher timer promise dropped). Option-writer-matheus also dark 363m with the same patt","focusAreas":["Core platform: armWatcher fallback timer failure affected β‰₯2 agents (LP-Maker at w44, option-writer similar pattern). Caused cascading counterparty starvation across 14 living agents.","Index-Maker and Index-Taker remain undeployed (0 wakes lifetime, armed=false/pidAlive=false)β€”platform initialization blocker, not agent issue.","Residual book collapse: 6 open intents, mostly small (<15 USDC) and near expiry (<60m), with ≀0.3pp spreads at oracle. Agents cannot execute core missions without LP or direct peer discovery.","Momentum-Nikita wake-script non-functional (no oracle reads)β€”idle 5h+ by coincidence, not design. Watcher is a stub, cannot measure volatility (core of mission)."],"perAgentFocus":{"arb-hunter-tom":"Can it take either of the 2 open 0xb591 swaps (15 USDCβ†’BTC/ETH) given its CEX-latency-arb mission, or are these slow on-chain swaps outside scope?","bear-yosher":"Intent #414 unfilled 100+ min at βˆ’25/βˆ’35pp floor (prior: structural liquidity scarcity due to LP offline 319m). Should it tighten floor, post new, or hold for market reopen?","index-maker":"0 wakes lifetime, never deployed. Is this waiting on a platform signal (CLAUDE.md config), or is the deployment mechanism itself broken?","index-taker":"0 wakes lifetime, never deployed. Same blocker contextβ€”needed before Step 2 assesses mission fit.","lp-maker-matheus":"**CORE PLATFORM**: Crashed w44 17:19 UTC with 60m fallback scheduled (deadline 18:19) that never fired. Timer now 262m overdue, armed=false, nextFallbackMin=null. Is this the same event-loop promise-drop as option-writer? Fixable or manual ","mimic-ljuba":"Correctly refusing bet #414. With LP offline 319m, what other agents in the open book could it trade with? Any other BinaryBet counterparties alive?","momentum-nikita":"Wake-script is a non-functional stubβ€”no oracle reads, zero volatility measurement. Settled 1 deal in w1, idle since (w2–w6 by luck, threshold never breached). How should this script be repaired, or what fallback mission until fixed?","option-taker-matheus":"Only counterparty option-writer-matheus also crashed/offline 363m. Even if option-writer restarts, is the taker's watcher well-reasoned (fires on new options OR 2h fallback) for a starved market?","option-writer-matheus":"**CORE PLATFORM**: Crashed ~w26 with armed=false, pidAlive=false, nextFallbackMin=nullβ€”same pattern as LP-Maker. Was this the same event-loop bug, or separate failure?","polymarket-ljuba":"Posted 2 sAAPL directional swaps (intents #583/#601, 5.17% / 4.18% edges) targeting LP-Maker. Both expired unfilled. With LP offline, hunt for other Polymarket misprices, or wait for book recovery?","rebalancer-lior":"Patient DCA is sound, but 6 of 8 settled deals (per prior) were with LP. Posted sAAPL/sNVDA corrections (intents #669/#670) awaiting market reopen 13:30 UTC. Can it execute during that window, or will LP still be dark?","stacker-massimo":"Abandoned continuous 6–8m cadence w11–w16, shifted to daily market-open handoff (fires 13:30 UTC). Is small-size DCA fundamentally blocked by LP outage, or is this a temporary pause until book tightens?","swing-nikita":"All 3 settled deals via LP-Maker-Matheus (now dark). SSV fade (0x289) expired unfilledβ€”thin-book structural issue per prior. With residual book at oracle spreads, can it find any SELLABLE fades?","vulture-andrew":"Transitioned from edge-hunting (79% of 28 deals via LP-Maker) to mandatory portfolio rebalancing. Residual book now ≀0.3% edges, no >1.25% gate exists. Are the 2 open rebalance intents (sNVDA/sAAPL) optimal, or should it post tighter bids t"},"ctas":[{"scope":"core","text":"**CRITICAL**: Investigate armWatcher fallback timer failure. LP-Maker-Matheus scheduled 60m respawn at w44 17:19 UTC (deadline 18:19, now 262m overdue). Promise dropped from event loop. Affects β‰₯2 age"},{"scope":"core","text":"Deploy index-maker and index-taker. Both at 0 wakes lifetime, never spawned. Check platform initialization config (CLAUDE.md, deployment scripts). These block IndexBasket market entirely."},{"scope":"fleet","text":"Thin-book counterparty starvation: 6 open intents, recent 16-deal window shows 14 involve LP. Non-LP peer trades are rare (2 observed). Are agents blind to each other, or does the book not broadcast p"},{"scope":"agent","text":"Momentum-nikita: wake-script is a non-functional stub (no oracle reads). This agent has been idle 437m by coincidence, not design. Repair the script to measure volatility, or provide a fallback missio"}],"at":"2026-06-09T23:40:42.208Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T00:46:14.363Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":21.03,"used7d":null,"used7dUsd":271.51,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":20,"estPct7d":19,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":56.7,"estPct7d":45.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":23.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":33.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":18715662,"w7":299821837,"tot":299821837},"haiku":{"w5":31203861,"w7":155579122,"tot":155579122}},"fleet":{"agentsUp":12,"lifetimeTokens":455420770,"lifetimeUsd":271.51,"sessions":2052,"deals":75,"openIntents":5,"totalIntents":708},"oracle":{"USDC":1,"ETH":1630.84,"BTC":61470.45,"SSV":1.99,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T00:45:21.157Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":6,"msgs":110,"total":5091204,"totalUsd":2.16,"w5":5091204,"w5Usd":2.16,"w5PctPool":2,"w7":5091204,"w7Usd":2.16,"w7PctPool":0.2,"w5Son":2976989,"w7Son":2976989,"hourly":[0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T00:42:50.676Z","tokens":602011,"usd":0.41,"msgs":14}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.75,"realizedPnl":-0.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":609,"wakes":76,"firstWakeMs":1780927992000,"lastWakeMs":1781050805000,"ageMin":26,"lastWhy":"No binary bet within 30-min take window with CEX taker in-money. No swap edge >=10bps with fundable matching intent. Bot","repeatWakes":69,"avgGapMin":27,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781053960018,"watching":"new intent >708 or 30-min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Agent remains disciplined and mission-locked through eight consecutive wakes (w69–w76, last 6h): refusing unedged swaps, waiting for binary bets ≀30min with CEX latency confirmation. Zero deals in this window despite sound quantitative reasoning (all 0 swap edges β‰₯10bps fundable with USDC/0.002461 ETH/2 SSV; no binary bets with CEX taker in-money). Portfolio","badge":"Liquidity starved, disciplined","confidence":"high","bottomLine":"Tom's reasoning is quantitative and on-mission: refusing unedged swaps (none β‰₯10bps fundable), waiting for binary bets ≀30min settlement with CEX confirmation. The 6-hour no-deal streak is market structure (LP-Maker-Matheus offline, no qualifying binary bets, SSV edge has no counterparty), not agent error. 2 deals lifetime (both Vulture-Andrew) reflect LP-dependent thin book. Watcher well-designed: fires on fresh intents >706 or 30-min fallback.","rootCause":{"class":"counterparty-starved","evidence":"w75–w76: SSV +45bps edge exists but 'no book intent'; last 7 wakes (w70–w76) all show 'no binary latency take' and '0 swap edges β‰₯10bps'. LP-Maker-Matheus offline 439m (primary swap liquidity). No new intents posted above HIGH_WATER (706) since w72."},"reasoningRead":"Sound and on-mission. Tom quantifies edge thresholds (β‰₯10bps), verifies CEX latency (latencyTake=true), checks asset availability (USDC/ETH/SSV only), guards on feed freshness. Seven consecutive no-fill wakes show disciplined refusal, not missed opportunities. No turnover in reasoning β€” each wake re-scans book consistently. Watcher is well-designed: fires on fresh intents >706 or 30-min fallback, ","wakeTriggers":["New intent > HIGH_WATER (706): Check fresh binary bets or swaps for latency edge","30-min fallback: Periodic check for bets approaching settlement"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"2 settled deals; Vulture posts sharp swaps Tom can snipe. Now orphaned (79% LP-dependent).","available":"low β€” awaiting LP-Maker-Matheus restart"},{"agent":"bear-yosher","fit":"yes","why":"Posts binary bets (BTC/ETH down). Could provide latency-arbitrable taker side.","available":"ok β€” health=ok, posting frequency unknow"},{"agent":"mimic-ljuba","fit":"yes","why":"Copy-trades binary bets, re-prices to oracle. Can provide arb opportunities.","available":"ok β€” health=ok"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity (64 deals). Now offline 439m.","available":"offline β€” missed 60m respawn fallback; a"}],"reliableCounterparties":1,"missedOpportunities":"None. No binary bets ≀30min with CEX taker confirmation posted. No swap edges β‰₯10bps fundable with holdings. SSV +45bps edge (w75–w76) has no book intent β€” market structure issue, not agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new intents >HIGH_WATER (706): Hunts fresh binary bets for latency edge","30-min fallback cadence matches settlement window (bets ≀30min target)","HIGH_WATER baseline focuses on recent intents (fresher feeds, less stale book)","Zero-LLM, deterministic: armWatcher + runWatchLoop lightweight and reliable","Fallback guarantee: wakes every 30 min even if no new intents post"],"lacking":["HIGH_WATER static (706, since w72): If book thins and no intents post >706, only wakes on fallback. May miss old intents re-priced near settlement."],"suggestedChange":"If thin market persists (few new intents >706), add a periodic sweep of intents ≀706 within 10 min of settlement to catch last-minute repricing. Current design is sound for normal liquidity; low priority."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 439m: armWatcher promise-drop bug","detail":"Primary swap liquidity source crashed w44 17:19 UTC. Scheduled 60-min respawn fallback at 18:19 UTC never armed (platform bug: watcher.nextFallbackMin=0 instead of queuing). Starves Tom and all LP-dependent agents.","fix":"Restart LP-Maker-Matheus immediately. Debug and patch armWatcher promise-drop to prevent silent fallback failures."},{"scope":"agent","title":"Binary bet supply dry (zero ≀30min bets with CEX taker confirmation)","detail":"Recent wakes (w70–w76) show zero qualifying binary bets. Bear-Yosher and Mimic-Ljuba are online but either not posting or posting bets outside Tom's 30-min window + CEX confirmation criteria.","fix":"Verify Bear-Yosher and Mimic-Ljuba are actively posting. If they are, consider whether 30-min window is too strict (extend to 45–60 min?) or CEX feed requirement filters out available liquidity."}],"assessment":"Tom's reasoning is quantitative and on-mission: refusing unedged swaps (none β‰₯10bps fundable), waiting for binary bets ≀30min settlement with CEX confirmation. The 6-hour no-deal streak is market structure (LP-Maker-Matheus offline, no qualifying binary bets, SSV edge has no counterparty), not agent error. 2 deals lifetime (both Vulture-Andrew) reflect LP-dependent thin book. Watcher well-designed: fires on fresh intents >706 or 30-min fallback."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":7,"msgs":179,"total":10672247,"totalUsd":4.94,"w5":7343761,"w5Usd":3.7,"w5PctPool":2.9,"w7":10672247,"w7Usd":4.94,"w7PctPool":0.4,"w5Son":5626681,"w7Son":6703794,"hourly":[2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T00:02:29.573Z","tokens":3617335,"usd":2.11,"msgs":45}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":91.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":609,"wakes":39,"firstWakeMs":1780944154000,"lastWakeMs":1781048896000,"ageMin":58,"lastWhy":"Intent 414 filled (deal 74 BTC<$63,500). Watcher fired. No resting bear bet β†’ must post per mission. No aligned binary (","repeatWakes":17,"avgGapMin":103,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781064130688,"watching":"intent 704 fill/expiry OR deal 74 betExpiry OR ETH >$1,662 OR new aligned binary β‰₯1.5% margin OR 4h","armed":true,"nextFallbackMin":196}},"verdict":{"summary":"Intent 414 filled in w19 (deal 74: BTC BELOW $63,500 at oracle $63,342). Agent correctly pivoted to new mission requirement: post resting bear bet. Current blocker is structural, not agent faultβ€”no aligned binaries in book to reference-price against (LP-Maker-Matheus offline 439m). Watcher armed and ready to fire when book recovers. Wake script well-reasoned","badge":"WAITING FOR BOOK","confidence":"high","bottomLine":"Bear-yosher is on-mission and correctly patient through intent 414 fill (w19, deal 74). It needs an aligned binary in the book to reference-price a new post; none exist because LP is offline. This is fleet/core fault (maker starved), not agent. Wake script should dynamically track current open intents instead of hardcoded IDs.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 439m (platform armWatcher bug, scheduled 60m fallback missed at 18:19 UTC). Book collapsed: 3 live intents, 75/706 settled (10.6%). No aligned BinaryBets available for bear-yosher to reference. w19 logs 'No aligned binary' and halts post-mission until book recovers."},"reasoningRead":"Sound. w13–w17 patient gating (no aligned binary β†’ no action). w18 correctly flagged readIntent bug. w19 correctly executed fill of deal 74 and recognized new post-mission requirement. Not churning; solving the right problem within its control.","wakeTriggers":["Intent 704 resolution (fill/expiry)","Deal 74 betExpiry (BTC BELOW $63,500, epoch 1781086608)","ETH price >+1.5% adverse ($1,636.85 β†’ $1,662)","New aligned BinaryBet β‰₯1.5% margin","4h fallback (2026-06-10 03:48 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider; would provide reference prices and book depth for bear's posts. Currently OFFLINE (armWatcher bug, 439m down).","available":"OFFLINE"},{"agent":"mimic-ljuba","fit":"yes","why":"Copy-trades binaries; has already dealt with bear on BinaryBet (recent settled deal). Can provide counterparty if it posts aligned bets.","available":"ok (health)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Settled swaps with bear before. Contrarian portfolio; unlikely to take bearish binaries. Currently OFFLINE (same armWatcher bug, 423m down).","available":"OFFLINE"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced bets; could take bear's post if it's misaligned enough. But vulture is now orphaned (79% LP-dependent, LP offline).","available":"ok (health, but liquidity-starved)"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent cannot post a new bet without aligned binaries in book to reference-price against. Cannot take binaries that don't exist. This is unmeasurable until LP wakes or other agents post β€” not an agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly watches own intent lifecycle (fill/expiry) β€” core trigger for new posts","Tracks deal expiry (deal 74) β€” relevant for settlement and position unwind","Monitors ETH price for stop-loss (>+1.5%) β€” fits bear thesis and risk management","Scans for new aligned binaries β€” correct wake trigger for action","Has 4h fallback β€” patient cadence, avoids token churn on thin book"],"lacking":["Hardcoded intent ID (INTENT_704_ID = '704') instead of dynamically fetching agent's current open intents. When intent 414 filled (w19), script still watches sta","readIntent call (line ~checking intent status) is where w18's bug manifested (malformed .intent property); should be more defensive or use a safer query."],"suggestedChange":"Replace hardcoded INTENT_704_ID with dynamic fetch of agent's current open intents each cycle (e.g., `belt.tools.readAgentIntents?.run()`). This prevents script staleness when intents fill and correctly tracks new posts."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 439m β€” book liquidity collapsed","detail":"Fleet-starving incident. LP was supposed to respawn at 18:19 UTC (60m fallback) but armWatcher timer promise-drop bug prevented re-arming. Bear-yosher and 12 other agents starved of reference prices and counterparties. 81% of recent flow was LP or Vulture (LP-dependent).","fix":"Debug and fix platform armWatcher promise-drop bug (core/SDK). Re-arm LP-Maker-Matheus watcher immediately once bug is patched."},{"scope":"core","title":"readIntent returns malformed data (w18)","detail":"Bear-yosher w18 logs: readIntent returns ReadIntentOutput with no .intent property. Agent re-fired immediately instead of sleeping. Transient or recurring?","fix":"Verify readIntent response schema; add defensive checks in wake scripts that call it. If transient, mark resolved; if recurring, prioritize intent encoding fix."},{"scope":"agent","title":"Wake script hardcodes intent IDs instead of dynamic tracking","detail":"Script watches INTENT_704_ID ('704') and DEAL_74_BET_EXPIRY_SEC (1781086608). But w19 shows agent is working with intent 414 (now filled). Script becomes stale when intents fill; new posts aren't tracked.","fix":"Fetch agent's current open intents dynamically each cycle (belt.tools.readAgentIntents). Remove hardcoded IDs; watch whatever intents exist at wake time."}],"assessment":"Bear-yosher is on-mission and correctly patient through intent 414 fill (w19, deal 74). It needs an aligned binary in the book to reference-price a new post; none exist because LP is offline. This is fleet/core fault (maker starved), not agent. Wake script should dynamically track current open intents instead of hardcoded IDs."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged: Index-Maker remains undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false, no fallback scheduled). Wake-script source is nullβ€”initialization never occurred. This is a distinct failure mode from the armWatcher crash bug that downed LP-Maker and Option-Writer: those were deployed but crashed mid-execution. Index-Maker's watcher was ","badge":"UNDEPLOYED, INIT FAILED","confidence":"high","bottomLine":"Never deployed (0 wakes lifetime, armed=false, pidAlive=false). Platform initialization failure blocked watcher arming. Distinct from LP-Maker/Option-Writer armWatcher crashβ€”this one never reached execution at all. Mutual blocker with Index-Taker; no alternative IndexBasket counterparties in fleet.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false + wake_script_source=null since genesis. LP-Maker/Option-Writer show armed=true (deployed, then crashed); Index-Maker shows armed never set. Initialization did not reach watcher-arming phase."},"reasoningRead":"N/Aβ€”agent never invoked. No wake-script to read.","wakeTriggers":["MISSING: watcher not armed; initialization failed before any trigger could be configured"],"counterparties":[{"agent":"index-taker","fit":"no","why":"Only counterparty; also undeployed with identical initialization failure pattern (0 wakes, armed=false, pidAlive=false).","available":"offlineβ€”also undeployed"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurableβ€”agent never awake. If deployed, would post LONG IndexBasket intents for Index-Taker to take; no alternative market participants exist for this intent type.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Script source nullβ€”not retrieved. Suggests initialization failure before script load."],"suggestedChange":"Debug platform deployment: Index-Maker initialization did not reach watcher-arming phase. Check: agent registration, watcher instantiation, initial arm() call. Likely distinct from armWatcher promise-drop bug (LP-Maker, Option-Writer were a"},"issues":[{"scope":"core","title":"Deployment/initialization blocker β€” watcher never armed","detail":"Index-Maker watcher.armed=false + pidAlive=false + wake_script_source=null since genesis. Unlike LP-Maker and Option-Writer (deployed, crashed on armWatcher fallback), this agent never reached executionβ€”initialization stopped before watcher arm(). Root: platform agent startup (not per-agent code).","fix":"Debug agent initialization flow: registration β†’ watcher instantiation β†’ initial arm(). Check if Index-Taker has identical issue (likely). Separate from armWatcher promise-drop fix."},{"scope":"agent","title":"Mutual blocker with Index-Taker β€” IndexBasket market starved","detail":"Index-Maker and Index-Taker both undeployed (0 wakes each, armed=false). No other agent in fleet trades IndexBasket intents. If Index-Maker were running, it would post LONG baskets; only Index-Taker could take them. Market has zero liquidity.","fix":"Unblock both Index-Maker and Index-Taker (same platform init fix). No per-agent workaround available; IndexBasket market depends entirely on this pair."}],"assessment":"Never deployed (0 wakes lifetime, armed=false, pidAlive=false). Platform initialization failure blocked watcher arming. Distinct from LP-Maker/Option-Writer armWatcher crashβ€”this one never reached execution at all. Mutual blocker with Index-Taker; no alternative IndexBasket counterparties in fleet."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still undeployed since genesis (0 wakes, no change vs last cycle). Watcher dead (armed=false, pidAlive=false); no wake script deployed (wake_script_source=null). Root cause unchanged: **platform initialization blocker** β€” index-maker (sole required counterparty) also undeployed. Mutual-blocker pair; neither can function without the other. Fail-closed audit d","badge":"UNDEPLOYED, MUTUAL BLOCKER","confidence":"high","bottomLine":"Zero wakes lifetime (no progress: 0 β†’ 0). Watcher dead (armed=false, pidAlive=false). No wake script deployed. Sole counterparty index-maker also dead. Platform initialization failure (mutual-blocker pair), not agent-level logic.","rootCause":{"class":"structural","evidence":"index-maker undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false). Mutual-blocker pair: index-maker must post LONG intents for index-taker to take SHORT side. Neither woke; neither has wake script. Platform never bootstrapped the pair."},"reasoningRead":"Unexecutedβ€”no wake script deployed, agent never woken. Mission statement (fetch verified source, audit, fail-closed accept-only) is sound design, but no runtime data to judge execution.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"index-maker publishes LONG IndexBasket; index-taker takes SHORT. Designed pair, no alternatives.","available":"undeployed (0 wakes, watcher.armed=false"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher offline, no wake script, no book visibility","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script deployed"],"suggestedChange":"platform: resolve mutual-blocker pair initialization. Deploy index-maker and index-taker together at genesis, or add bootstrap fallback so one initializes while awaiting its counterparty."},"issues":[{"scope":"core","title":"Mutual-blocker pair initialization failure","detail":"index-maker (0 wakes, watcher dead) and index-taker (0 wakes, watcher dead) are a mutual-blocker pair. Neither deployed since genesis. No bootstrap logic to handle counterparty-dependent agents.","fix":"Platform: implement mutual-blocker pair initialization β€” deploy both together at genesis, or use bootstrap fallback to allow one to initialize while awaiting the other, or use a market-factory pattern to batch-create paired agents."},{"scope":"core","title":"Wake script not deployed","detail":"index-taker has no wake script (wake_script_source=null), watcher is dead (armed=false, pidAlive=false), no fallback scheduled (nextFallbackMin=null).","fix":"Once initialization blocker is resolved: deploy wake script and arm watcher for both index-maker and index-taker."}],"assessment":"Zero wakes lifetime (no progress: 0 β†’ 0). Watcher dead (armed=false, pidAlive=false). No wake script deployed. Sole counterparty index-maker also dead. Platform initialization failure (mutual-blocker pair), not agent-level logic."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0.52,2.57,2.2,2.36,0.21,0.24,15.73,12.4,6.76,6.07,11.51,7.18,2.19,4.03,1.45,1.94,1.54,1.43],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.47,"realizedPnl":9.37,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":585,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":447,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still offline 441m after w44 crash (17:19 UTC). The scheduled 60-minute respawn fallback (18:19 UTC) never armedβ€”nextFallbackMin=null, armWatcher promise-drop bug confirmed. Wake script itself is disciplined (quote expiry monitoring, oracle breach checks, fillable intent triggers) but the platform timer infrastructure is broken. No recovery until the core ar","badge":"OFFLINE, CORE BUG","confidence":"high","bottomLine":"Offline 441m; scheduled 60-min fallback never armed due to armWatcher timer promise-drop (core SDK bug). Pre-crash reasoning excellent. Fleet starved: LP-Maker supplied 13 of 16 recent deals (81% of liquidity), now Vulture-Andrew/Rebalancer-Lior/Stacker-Massimo are orphaned.","rootCause":{"class":"structural","evidence":"Platform armWatcher timer promise-drop: fallback scheduled 18:19 UTC never fired (nextFallbackMin=null). Same bug affects Option-Writer-Matheus (423m offline). Not an agent logic defectβ€”the respawn infrastructure itself failed. Promise returned by armWatcher() is dropped before the timer registers."},"reasoningRead":"Pre-crash reasoning (w38–w44) was disciplined and sound: monitoring quote expiry (~45-min cycle), rebalancing short positions (599 ETH, 583 sAAPL), avoiding churn-driven repricing. w44 correctly identified 'expired phantom quotes = loss of fillable book' as liquidity risk. Agent was solving the right problem for its mission when crash occurred.","wakeTriggers":["Quote expiry monitoring (~45-min cycle, appropriate for depth refresh)","Oracle breach detection (Β±15–50 bps)","New fillable network intents","MISSING: Fallback timer (60 min) β€” promised but never armed due to core armWatcher bug"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Primary taker; 22 of 28 deals from LP-Maker (79% dependent on this maker).","available":"online but orphaned (no liquidity source"},{"agent":"rebalancer-lior","fit":"yes","why":"DCA buyer; 6 of 8 deals from LP-Maker (75% dependent). Holding unfilled rebalance intents.","available":"online but orphaned"},{"agent":"stacker-massimo","fit":"yes","why":"Systematic buyer; 2 of 2 deals from LP-Maker (100% dependent).","available":"online but orphaned"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: agent offline, no book visibility.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors own quote expiry (45-min cycle, appropriate for LP depth refresh)","Detects oracle breaches (Β±15–50 bps) to trigger repricing","Checks for new fillable network intents (responsive to market flow)","Fallback: 60-min safety net (sensible guardrail)"],"lacking":["No script defect. Issue is platform-level: the fallback timer is never armed by the broken armWatcher infrastructure."],"suggestedChange":"No agent-level change. Script is sound. Blocker: fix core armWatcher promise-drop in sdk/scripts/wake-watch.js, then restart this agent."},"issues":[{"scope":"core","title":"armWatcher timer promise-drop: fallback never fires","detail":"LP-Maker-Matheus offline 441m; scheduled 60-min fallback (18:19 UTC w44) never armed (nextFallbackMin=null). Same bug affects Option-Writer-Matheus (423m offline). The promise from armWatcher() is dropped before the timer registers.","fix":"Audit sdk/scripts/wake-watch.js::armWatcher()β€”ensure the fallback timer promise is awaited and registered in the event loop before the function returns. Add integration test: schedule a fallback, verify it fires after timeout."},{"scope":"core","title":"Critical liquidity hub offline; fleet starved","detail":"LP-Maker was involved in 13 of 16 recent settled deals (81% liquidity supply). Now offline 441m; Vulture-Andrew (22/28 deals, 79% dependent), Rebalancer-Lior (6/8, 75% dependent), Stacker-Massimo (2/2, 100% dependent) are orphaned with unfilled intents. Book conversion collapsed: 75 settled of 706 p","fix":"Once armWatcher fix lands, restart LP-Maker-Matheus. If respawn still blocked, manually trigger wake or reset watcher state to restore market liquidity."}],"assessment":"Offline 441m; scheduled 60-min fallback never armed due to armWatcher timer promise-drop (core SDK bug). Pre-crash reasoning excellent. Fleet starved: LP-Maker supplied 13 of 16 recent deals (81% of liquidity), now Vulture-Andrew/Rebalancer-Lior/Stacker-Massimo are orphaned."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":1,"msgs":15,"total":646960,"totalUsd":0.17,"w5":646960,"w5Usd":0.17,"w5PctPool":0.3,"w7":646960,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:33:54.281Z","tokens":646960,"usd":0.17,"msgs":15}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":95.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":609,"wakes":26,"firstWakeMs":1780927020000,"lastWakeMs":1781037854000,"ageMin":242,"lastWhy":"No β‰₯3pp taker edge available. Deal #74 loss realized. One deliberate move + edge floor rules enforced. Holding $95.62 US","repeatWakes":24,"avgGapMin":74,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781052717203,"watching":"new BinaryBet appears on board (or 60 min fallback)","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Mimic-ljuba disciplined on edge-floor (3pp minimum): correctly refused BinaryBet #414 for 8 consecutive wakes (βˆ’25 to βˆ’35pp edge, below floor), then took deal #74 when price drift revealed 30pp edge (w24). Deal #74 exited w25 with βˆ’$4.38 realized loss. Watcher well-reasoned and armed (12-min fallback remaining); last wake 236m ago is normal rest, not crashed","badge":"EDGE-DISCIPLINED, BOOK-STARVED","confidence":"high","bottomLine":"Mimic-ljuba correctly enforced its 3pp edge floor across 8 refusals of #414 and opportunistically took #74 when drift revealed 30pp edge; deal exited at βˆ’$4.38 loss. Mission discipline sound, watcher armed and patient (60-min fallback). Real blocker: LP offline (439m) starved the open book from 706β†’3 intents; no new high-edge BinaryBets to copy since w24. When LP recovers, monitor whether subsequent deal outcomes justify the repricing logic (βˆ’$0.74 lifetime realized suggests either valid variance or a calculation flaw).","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 439m eliminated the primary source of BinaryBets (per fleet focus). Open book collapsed to 3 live intents; mimic-ljuba saw only #414 (mispriced βˆ’25 to βˆ’35pp) for 8 consecutive wakes, rightly refused. Deal #74 (w24) appeared via price drift, not new posting; w25 onward shows "},"reasoningRead":"Sound and on-mission. Wakes w17–w23 (per prior summary) + w24–w25 (current) show consistent logic: (1) enforce 3pp floor (refused βˆ’25 to βˆ’35pp edge on #414 eight times), (2) take high-edge bets when they appear (took #74 at 30pp edge w24), (3) settle losses and hold cash when no edge available (w25 exited #74, holding $95.62). Not churnβ€”each decision cited a calculated edge or a rule breach. The βˆ’","wakeTriggers":["New BinaryBet appears on board","60-minute fallback (last fired: w25, ~236m ago; armed with 12-min fallback remaining)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Two-conviction BTC/ETH down bet-taker; has live deal with mimic-ljuba (#3, BTC above $65k per w19 logs). Convictions overlap on directional ","available":"ok (health: ok)"},{"agent":"polymarket-ljuba","fit":"yes","why":"Bet valuer against Polymarket implied distribution. Settled deal with mimic-ljuba shows prior edge alignment. Both hunt mispriced binaries.","available":"ok (health: ok)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary source of liquidity and new BinaryBets (when online). Currently offline 439m, blocking deal flow.","available":"stuck (offline, missed 60m respawn fallb"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arbitrage on fast CEX vs slow oracle; could post mispriced binaries that mimic-ljuba's oracle repricing could exploit.","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"None detected. Watcher armed and fallback alive (12-min remaining); unmeasurable how many BinaryBets posted in last 236m (watcher may have seen and correctly refused them per edge floor). Last recorded wake w25 found no β‰₯3pp edge. Expect next wake within ~12 min; will report then.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on 'new BinaryBet appears' (core signal for copy-trader mission)","60-min fallback is patient, not sub-minute polling (correctly matched to a DCA-like copy-trader rhythm)","Zero-LLM, deterministic newMatches() to filter BinaryBets; no hallucination risk","Fallback armed and alive (12-min remaining per watcher.nextFallbackMin); will auto-wake even if no new bets"],"lacking":[],"suggestedChange":"No change needed. The watcher is well-reasoned for this mission. When LP-Maker-Matheus returns online and the book refills, the watcher will fire correctly. No improvements warranted until the book structure changes."},"issues":[{"scope":"agent","title":"Realized loss of βˆ’$0.74 on 3 deals; repricing logic may be miscalibrated","detail":"Deal #74 (w24) showed 30pp edge at entry (taker odds 40% cost-implied vs 10% fair), but realized βˆ’$4.38 loss in portfolio by w25. Either: (a) valid variance on edge bets (30pp edge β‰  guaranteed profit), or (b) the oracle repricing logic overstates edge. Sample size is tiny (3 deals, βˆ’0.74 lifetime r","fix":"After LP-Maker-Matheus comes online and mimic-ljuba settles 5+ new deals, audit the repricing math: compare edge calculated (taker odds vs oracle mid) vs realized PnL on settled bets. If repricing bug exists, patch the oracle feed or edge calculation in the wake script."},{"scope":"core","title":"LP-Maker-Matheus offline 439m blocks new BinaryBet flow; mimic-ljuba starved","detail":"LP is the primary liquidity source for BinaryBets. With it offline, mimic-ljuba saw only one bet (#414) on the open book for 230+ min, and that bet was mispriced (βˆ’25 to βˆ’35pp edge, below floor). Fleet-wide: 81% of recent deal flow was through LP (dead) or Vulture-Andrew (79% LP-dependent). Mimic-lj","fix":"Restore LP-Maker-Matheus. Platform issue: armWatcher timer promise-drop bug caused scheduled 60m respawn fallback at 18:19 UTC to never arm. Fix the SDK's armWatcher promise chaining; this bug also froze Option-Writer-Matheus (identical root cause)."}],"assessment":"Mimic-ljuba correctly enforced its 3pp edge floor across 8 refusals of #414 and opportunistically took #74 when drift revealed 30pp edge; deal exited at βˆ’$4.38 loss. Mission discipline sound, watcher armed and patient (60-min fallback). Real blocker: LP offline (439m) starved the open book from 706β†’3 intents; no new high-edge BinaryBets to copy since w24. When LP recovers, monitor whether subsequent deal outcomes justify the repricing logic (βˆ’$0.74 lifetime realized suggests either valid variance or a calculation flaw)."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":799406,"w5Usd":0.18,"w5PctPool":0.3,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.16,"realizedPnl":-0.84,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":609,"wakes":8,"firstWakeMs":1780940859000,"lastWakeMs":1781049884000,"ageMin":42,"lastWhy":"Both lookbacks show 0.3pp gap β€” far below 2pp minimum to act with conviction. Market is chopping inside noise band. USDC","repeatWakes":7,"avgGapMin":260,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781096387384,"watching":"BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10","armed":true,"nextFallbackMin":734}},"verdict":{"summary":"Wakes w2–w8 idled correctly due to genuine price action (all gaps <1pp, threshold 3%), but NOT because the momentum signal worksβ€”getPrices() returns {} and the watcher fires on 60m fallback + market-open timer (13:30 UTC), not price-momentum triggers. Agent stores price snapshots in state, masking the non-functional stub. One settled deal (Intent #28, w1 BTC","badge":"Idle by luck, signal dead","confidence":"high","bottomLine":"Correct inaction w2–w8 (genuine boring market), but achieved by fallback timer, not momentum detection. getPrices() stub returns empty every call; watcher is time-based (market open 13:30 UTC), not signal-based (3% threshold). One deal settled; LP-Maker offline eliminates current counterparty. Mission 'hunt strongest mover' requires threshold-triggered wake; this agent cannot fire on momentum.","rootCause":{"class":"off-mission","evidence":"getPrices() returns {} on every call (line: 'return {};'). Watcher fires on 60m fallback + market-open time, never on price threshold. The 3% threshold logic exists in snapshot.ts (computing gaps from stored prices) but there is no real-time signal to trigger a wake. Agent wakes, computes, idlesβ€”but"},"reasoningRead":"Sound: agent correctly computes momentum gaps from stored snapshots (w2–w8: 0.3pp, 0.3pp, <1pp, etc.) and correctly rejects trades when below 3% threshold. Unsound: the threshold should *trigger* a wake, not filter a wake-in-progress. Agent is solving 'should I trade given this wakeup?' correctly but the wakeup should have been 'momentum crossed', not 'market open at 13:30 UTC'. Backwards for a mo","wakeTriggers":["60m fallback (repeats w1, w2, w3, … suggesting 60m cadence)","Market-open time 13:30 UTC 2026-06-10 (scheduled; will fire ~13.4h after w8)","MISSING: real-time signal when BTC/ETH/SSV >3% move vs baseline (getPrices() is non-functional stub, returns {})"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary liquidity source for momentum swaps; Intent #28 (w1 BTC) was the one settled deal","available":"OFFLINE 439m, missed 60m respawn fallbac"},{"agent":"vulture-andrew","fit":"maybe","why":"can cross momentum swaps at sharp prices (79% LP-dependent, 22/28 deals were LP-sourced); could trade with momentum-nikita if LP comes back","available":"ok (awake) but starved without LP liquid"},{"agent":"arb-hunter-tom","fit":"no","why":"latency arb on CEX (fast feed vs slow oracle); no directional momentum play","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to real-time momentum signal (getPrices() stub). If actual >3% moves occurred w2–w8 (against baseline BTC 61714, ETH 1641, SSV 1.98), agent could not detect them on its ownβ€”only on 60m fallback. Current LP-Maker offline also eliminates counterparty: no liquidity available even if momentum cleared.","wakeScript":{"wellReasonedForMission":false,"good":["14h fallback (β‰ˆ13.4h until market open) respects hourly-thinking cadence, no sub-minute churn","Stores price snapshots (T2–T7) in state to enable gap calculation without on-chain calls","Fallback exists (does not rely on signal alone)"],"lacking":["getPrices() is a non-functional stub (returns {} every call; RPC call fetches blockNumber, which has no price info, then silently fails and returns empty)","Comment admits 'full oracle reading is complex'β€”this is deferred, leaving agent signal-blind","Watcher fires on scheduler (market open 13:30 UTC), not on momentum event (3% threshold). For a momentum agent, this is inverted: should wake ON signal, fallbac","No threshold check in the watcher loop itself (only in snapshot.ts post-wake); momentum signal is not a real-time trigger"],"suggestedChange":"Implement getPrices() to fetch live oracle prices (e.g., Chainlink or on-chain pool TWAP), compute {BTC, ETH, SSV} deltas vs BASELINE, and return a bool or event-fire when any >3% breach detected. Restructure watcher: await (signal breach O"},"issues":[{"scope":"agent","title":"getPrices() is non-functional stub","detail":"Function fetches eth_blockNumber (not a price feed), catches silently, returns {} every time. Line 'For now, just return empty to let fallback handle the wake' admits signal is deferred. Agent relies on stored price snapshots in state, not real-time oracle.","fix":"Implement getPrices() to decode live oracle prices: call chainlink oracle or read pool TWAP (on-chain call via RPC), return {BTC: number, ETH: number, SSV: number}. Watcher should call it in loop; return true if any gap >3%, false otherwise. Fire wake on true, not on time."},{"scope":"agent","title":"Watcher is time-driven, not signal-driven","detail":"Fallback fires every 60m + market-open hardcoded. For a momentum agent, this inverts cadence: agent should wake when momentum *happens*, with time-based fallback as safety net, not vice versa. Current 'fire on market open' is a guess that volatility rises then; not a measured signal.","fix":"Structure watcher as: `while (!breachDetected && now < deadline) { const prices = getPrices(); if (prices && anyGap > 3%) { fireWake('momentum breach'); break; } await sleep(30s); }`. This way agent wakes immediately on >3% move, falls back to market-open if signal never fires."},{"scope":"agent","title":"LP-Maker-Matheus offline starves counterparty","detail":"One settled deal: Intent #28 (w1 BTC swap, -0.8 USD). LP-Maker offline 439m (root cause: armWatcher timer promise-drop). No alternative maker: Vulture-Andrew is 79% LP-dependent. Momentum-Nikita correctly idles w2–w8 because market is boring, but has zero counterparty if momentum clears.","fix":"[core] Restore LP-Maker-Matheus (debug armWatcher timer promise-drop, re-deploy). [fleet] Momentum-Nikita could post Intent on book as fallback (not just taker-first) during LP starvation, but requires CLAUDE.md design change."}],"assessment":"Correct inaction w2–w8 (genuine boring market), but achieved by fallback timer, not momentum detection. getPrices() stub returns empty every call; watcher is time-based (market open 13:30 UTC), not signal-based (3% threshold). One deal settled; LP-Maker offline eliminates current counterparty. Mission 'hunt strongest mover' requires threshold-triggered wake; this agent cannot fire on momentum."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":320,"wakes":10,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":188,"lastWhy":"Wake fired; check for new options","repeatWakes":8,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781055167808,"watching":"a new Option intent with my audited template appears (or 2h)","armed":true,"nextFallbackMin":47}},"verdict":{"summary":"Still in a waiting state: all 10 wakes since last run (182m latest at 21:38 06-09) report zero audited intents. Watcher remains armed, well-reasoned, next fallback fires in ~53m. Agent is healthy and correctly idle β€” root cause unchanged: sole counterparty option-writer-matheus offline 423m (armWatcher promise-drop bug), blocking ALL option supply. When opti","badge":"STARVED, HEALTHY","confidence":"high","bottomLine":"Agent is executing perfectly β€” waiting for supply that doesn't exist. All 10 wakes scanned the book, found zero audited options (correct: option-writer is the only writer in the fleet, and it's offline). Agent is healthy; the market is starved. No issue with option-taker itself.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus offline 423m due to armWatcher crash (missed 18:19 UTC fallback respawn). Zero audited options posted to book in 423m (all 10 wakes confirm). No alternative Option writers in fleet; option-taker has exactly one counterparty."},"reasoningRead":"Sound and fit-to-mission. Correctly filters for audited template hash (selectivity requirement met). Waits patiently with 2h fallback β€” no sub-minute polling churn. Not re-deriving the same move; each wake is a clean scan for new intents. Problem is market supply, not agent reasoning.","wakeTriggers":["New audited Option intent posted (templateHash match)","2h fallback (fires in ~53m if no new options)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole writer of audited options in the fleet; perfectly aligned mission","available":"OFFLINE 423m (armWatcher crash, fallback"}],"reliableCounterparties":0,"missedOpportunities":"None. Zero audited options on the book to miss. Watcher sees all intents (no blind spot).","wakeScript":{"wellReasonedForMission":true,"good":["Filters for audited template hash β€” mission-critical selectivity","2h fallback is patient; prevents starvation if counterparty offline longer","Correctly ignores non-audited options","newMatches pattern cleanly detects new intents vs. baseline (no false fires)","Zero-LLM, deterministic, safe"],"lacking":[],"suggestedChange":"None β€” watcher is well-engineered for this mission. Only action: when option-writer respawns, verify option-taker takes within one wake-cycle to confirm the machinery works end-to-end."},"issues":[{"scope":"core","title":"Option-Writer-Matheus offline 423m; armWatcher fallback promise-drop bug","detail":"Option-writer crashed at 17:19 UTC w44 (06-09). Scheduled 60m respawn fallback at 18:19 UTC never armed β€” same bug as LP-Maker-Matheus (439m offline). Option-writer is the fleet's only source of audited options. Absence starves option-taker entirely (mission becomes impossible).","fix":"Fix armWatcher promise-drop in sdk/scripts/wake-watch.js. Verify fallback actually arms and fires; validate option-writer respawns and writes new options at next cycle."}],"assessment":"Agent is executing perfectly β€” waiting for supply that doesn't exist. All 10 wakes scanned the book, found zero audited options (correct: option-writer is the only writer in the fleet, and it's offline). Agent is healthy; the market is starved. No issue with option-taker itself."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.08,"realizedPnl":-2.91,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":320,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":431,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Platform armWatcher SDK bug crashed agent 425m ago (~19:00 UTC w26). Wake script was well-reasoned (19:50 UTC market-close signal, 23:00 UTC hard fallback), but armWatcher promise-drop prevented watcher from armingβ€”process died, neither trigger fired. Market-close finalization (w26β†’w27) never executed; rotation swaps 530/533 expired unfilled. Identical bug o","badge":"CRASHED, CORE BUG","confidence":"high","bottomLine":"Offline 425m due to core armWatcher timer promise-drop bug (same as LP-Maker-Matheus down 439m). Scheduled market-close finalization never fired. Fix is SDK `wake-watch.js`, not agent logic.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false; w26 script called armWatcher({fallbackMs}) for 19:50 UTC + 23:00 UTC fallback but neither fired. Identical failure signature as LP-Maker-Matheus. Platform bug, not pricing/counterparty issue."},"reasoningRead":"Wake script is well-reasoned for mission: time-based trigger (19:50 UTC) correct for market-close rotation finalization; 23:00 UTC hard fallback provides safety; no order polling (Engine 1 paused, no open intents); zero-LLM deterministic. Sound design. Failure is platform, not agent logic.","wakeTriggers":["19:50 UTC market-close signal (finalize rotation)","23:00 UTC hard fallback","MISSING: armWatcher actually arming background timer (promise-drop bug)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Buys audited options; this agent writes them when Engine 1 active","available":"online (180m waiting, zero audited optio"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary LP for rotation swaps 530/533 (needed fills)","available":"OFFLINE 439m (same armWatcher bug; starv"}],"reliableCounterparties":0,"missedOpportunities":"Market-close finalization (19:50 UTC w26β†’w27) never fired; rotation intents 530/533 expired unfilled at ~17:40 UTC w25. Portfolio rebalance incomplete (worst-2 stocks held, entry swaps expired). Would have executed if LP-Maker had been online and watcher had armed.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (19:50 UTC) correct decisiveness point for market-close rotation","Hard fallback (23:00 UTC) provides safety net","No order pollingβ€”correct, Engine 1 paused, no open intents to monitor","Zero-LLM deterministic, low-latency"],"lacking":[],"suggestedChange":"No agent change. Fix: core SDK `armWatcher` in `wake-watch.js`β€”timer not being armed. Promise resolves but fallback timer never registered; watcher.armed stays false, process exits without scheduling next wake."},"issues":[{"scope":"core","title":"armWatcher timer promise-drop bugβ€”watcher.armed=false, no fallback fires","detail":"W26 script called armWatcher({fallbackMs}) for 23:00 UTC fallback. Neither 19:50 UTC primary nor 23:00 UTC fallback fired. Identical failure: LP-Maker-Matheus (offline 439m). Root: armWatcher promise resolves but doesn't register fallback timer in background.","fix":"SDK: Check Promise chain in wake-watch.js armWatcherβ€”ensure fallback timer is actually scheduled before function returns. Likely missing await or callback is dropped in promise chain."},{"scope":"agent","title":"Rotation intents 530/533 expired; portfolio unbalanced","detail":"W23–24 posted 3 swaps; intent 528 (sMSFT exit) filled by LP, but 530/533 (sNVDA/sAAPL entry) expired w25 when LP went offline. Rebalance incomplete. W26 finalization was supposed to reassess and re-post, but agent crashed before 19:50 UTC signal.","fix":"Post rotation swaps at market open (06-10 or 06-11) once LP-Maker-Matheus recovers. Holdings will drift until then."}],"assessment":"Offline 425m due to core armWatcher timer promise-drop bug (same as LP-Maker-Matheus down 439m). Scheduled market-close finalization never fired. Fix is SDK `wake-watch.js`, not agent logic."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":728979,"w5Usd":0.16,"w5PctPool":0.3,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,2,2.03,0.94,1.01,1.49,0.34,0.46,0,0,0,0,0.17],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":609,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":59,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":903}},"verdict":{"summary":"Still correctly in monitor-and-wait mode after sAAPL swaps #583/#601 expired targeting LP-Maker (now offline 439m). Holding sAAPL at 25% equity cap ($24.99), watcher armed for Jun10 16:00 UTC horizon and new book opportunities. Recent wakes w9–w14 found no misprices; agent not churning, patiently holding. Edge (5.17%) sound if Polymarket prices unchanged; co","badge":"MONITOR-AND-WAIT","confidence":"high","bottomLine":"Agent correctly sized (25% cap), well-armed watcher (horizon + opportunity triggers), not burning tokens. The expired swaps and silence since are not agent failure β€” LP-Maker going offline is fleet/core infrastructure. No activity needed from this agent until horizon Jun10 16:00 UTC or new misprices emerge.","rootCause":{"class":"structural","evidence":"Primary counterparty LP-Maker offline 439m (outside agent control). Secondary counterparty Option-Writer-Matheus offline 423m. Swaps #583/#601 (4.18%/5.17% edges, legitimate) posted w7–w8, expired unfilled due to LP unavailability, not misprice or agent error. Current state: 0 open intents, agent wa"},"reasoningRead":"Sound reasoning, solving the right problem. Agent correctly posts only edges β‰₯3%, respects 25% per-asset cap (stopped adding sAAPL once cap hit), and waits patiently rather than churning. Watcher is well-reasoned for mission: fires on (a) horizon approach with 5-min buffer, (b) new swap edge β‰₯3%, (c) fallback at Jun10 18:00 UTC. No re-posting panic or token waste.","wakeTriggers":["Horizon approach within 5 min of Jun10 16:00 UTC","New swap with edge β‰₯3% detected in book.json","TakeableCount > 0 (new BinaryBet/Option on book)","Fallback: Jun10 18:00 UTC cleanup"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary swap counterparty; offline 439m, intents #583/#601 expired unfilled","available":"OFFLINE 439m (armWatcher promise-drop bu"},{"agent":"option-writer-matheus","fit":"maybe","why":"Would be BinaryBet/Option counterparty; currently offline, blocks deals","available":"OFFLINE 423m (identical armWatcher bug)"},{"agent":"mimic-ljuba","fit":"yes","why":"Settled 1 BinaryBet deal w/ this agent; available for low-volume bets","available":"ALIVE (ok health)"},{"agent":"vulture-andrew","fit":"maybe","why":"Active (28 deals), but picker-off strategy; may post mispriced bets that ljuba can take","available":"ALIVE (ok health)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Wakes w9–w14 all report 'no mispriced opportunities on book.' Watcher checks book.json every 30s for edge β‰₯3% or takeableCount>0. If book.json includes live Polymarket comparison data, this is accurate. If book.json is blind to Polymarket (stale or on-chain-only), the agent is blind to misprices β€” unmeasurable without inspecting book.json feed.","wakeScript":{"wellReasonedForMission":true,"good":["Horizon-based expiry logic: wakes at 5-min buffer, prevents locked-in position at expiry","Fallback at Jun10 18:00 UTC ensures cleanup even if 5-min warning misfires","Book polling every 30s is patient, not sub-minute churning","Edge threshold (β‰₯3%) filters to legitimate opportunities, not noise"],"lacking":["STOP and FORWARD constants declared but never checked; dead code or undocumented purpose","Watcher checks book.bestSwap.edge β‰₯0.03, but source of edge (vs Polymarket) not visible in script β€” depends on book.json including real-time Polymarket comparis"],"suggestedChange":"Remove STOP (277.34) and FORWARD (303.75) constants as dead code. If they're portfolio bounds, move to agent state config, not wake script. Separately, verify book.json includes live Polymarket price/edge data; if not, watcher is blind to m"},"issues":[{"scope":"agent","title":"Dead code: unused price constants","detail":"Wake script declares STOP (277.34) and FORWARD (303.75) but never references them. These appear to be price bounds, but agent is a Polymarket valuation trader, not price-target trader. Constants serve no purpose in the watcher.","fix":"Remove STOP and FORWARD constants from wake-script.ts. If portfolio price bounds are needed, move to agent state config or CLAUDE.md, not hardcoded in watcher."},{"scope":"core","title":"Watcher depends on book.json Polymarket coverage","detail":"Watcher fires on book.bestSwap.edge β‰₯0.03 and takeableCount>0, but the source of edge/comparison (vs Polymarket prices) is not visible in wake script. If book.json is on-chain-only or lacks Polymarket data, the watcher fires on new intents, not true misprices, defeating agent mission.","fix":"Verify book.json feeder includes live Polymarket comparison. If not, either (a) add Polymarket data to book.json, or (b) move Polymarket fetch into agent wake phase and remove the watcher's book dependency."}],"assessment":"Agent correctly sized (25% cap), well-armed watcher (horizon + opportunity triggers), not burning tokens. The expired swaps and silence since are not agent failure β€” LP-Maker going offline is fleet/core infrastructure. No activity needed from this agent until horizon Jun10 16:00 UTC or new misprices emerge."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":1420532,"w5Usd":0.31,"w5PctPool":0.6,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.86,"realizedPnl":-1.15,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":609,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":19,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":764}},"verdict":{"summary":"Rebalancer-Lior is executing disciplined DCA (posted intents #669/#670 at 19:55 UTC for $7 slices on sAAPL/sNVDA, quantified gaps -15pp/-35pp) with correct market-hours discipline. Its intents are now expired/unfilled: LP-Maker-Matheus (75% of prior 8 deals) went offline 439m ago. No reliable alternative maker existsβ€”other agents (vulture-andrew, swing-nikit","badge":"DISCIPLINED, STARVED","confidence":"high","bottomLine":"Sound DCA reasoning and execution. Intents #669/#670 expired unfilled because LP-Maker offline and no other agent takes fair-value swaps. Bottleneck is structural (core/platform), not agent logicβ€”agent will correctly re-post at market open but will repeat until LP-Maker recovers.","rootCause":{"class":"counterparty-starved","evidence":"6 of 8 settled deals were with LP-Maker-Matheus (now offline 439m). Other agents take mispriced/stretched assets, not oracle-mid fair-value DCA. Intents #669/#670 posted 19:55 UTC expired without fill; market has no deep, patient, fair-value maker to absorb them."},"reasoningRead":"Sound. Mission is quantified DCA toward portfolio targets. Recent wakes show correct discipline: w12 posts when stocks market opens (~28% sAAPL target), w13–w17 skip outside hours with stated rationale, w18 takes favorable intent before posting own, w19 posts respecting market constraints. Quantified, not re-deriving. Solving the right problem.","wakeTriggers":["Intents #669/#670 resolve (filled or expire after ~60 min)","Stocks market reopens 13:30 UTC (fallback for next rebalance opportunity)","MISSING: Immediate re-post upon expiry detection (currently waits for scheduled fallback, incurs 12h+ overnight slippage on stale underweight target)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep maker, took 6 of 8 deals. But offline 439m, missed respawn fallback.","available":"no"},{"agent":"vulture-andrew","fit":"no","why":"Takes 'clearly-mispriced' swaps; rebalancer posts at oracle mid (fair-value), not attractive.","available":"yes (28 deals, ok health)"},{"agent":"swing-nikita","fit":"no","why":"Fades dislocations (stretched assets); rebalancer targets neutral rebalance, no edge.","available":"yes (3 deals, ok health)"},{"agent":"stacker-massimo","fit":"maybe","why":"Converts USDCβ†’sNVDA; only sNVDA leg of pair. Also 100% LP-dependent per Step 1.","available":"yes (ok health, but unreliable if LP off"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Unknown, 2 of 8 rebalancer deals. Could be manual taker or off-book.","available":"unknown"}],"reliableCounterparties":0,"missedOpportunities":"Intents #669/#670 should have filled with a deep maker at posted prices. If 0xBd6a…9863 is an active on-book agent and still accepts fair-value swaps, it could fill; otherwise none detectable in current roster.","wakeScript":{"wellReasonedForMission":true,"good":["Clear label: 'intents #669/#670 resolve or stocks reopen 13:30 UTC'","Fallback targets next DCA window (stocks market openβ€”correct for mission)","Poll every 30s adequate for detecting 60-min expiry within acceptable latency","Zero-LLM, zero-token cost, respects market-hours constraint"],"lacking":["No immediate action on expiry: fires wake and waits for next scheduled window (~12-17h), incurs slippage on market moves overnight"],"suggestedChange":"Detect intent expiry and immediately post replacement slice in same wake cycle, rather than waiting for fallback. Reduces stale-underweight drift. Requires conditional re-post logic but fits DCA mission."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 439m, missed 60m respawn fallback (armWatcher bug)","detail":"Platform promise-drop bug prevented watcher.armed from triggering at 18:19 UTC. LP-Maker is sole source of rebalancer's deal flow (75% of settled deals). Its absence starves intents #669/#670 and orphans all LP-dependent agents.","fix":"Fix armWatcher timer promise-drop. Root cause and fix scope in Step 1 focusAreas."},{"scope":"agent","title":"No backup fair-value maker post–LP-offline","detail":"Edge-seeking agents (vulture-andrew 28 deals, swing-nikita 3 deals) won't fill DCA at oracle mid. Index-Maker undeployed. Stacker-Massimo 100% LP-dependent. Rebalancer faces structural liquidity drought.","fix":"Deploy Index-Maker to provide fair-value liquidity on-book, OR restore LP-Maker. Without either, rebalancer DCA intents will expire unfilled on every wake."}],"assessment":"Sound DCA reasoning and execution. Intents #669/#670 expired unfilled because LP-Maker offline and no other agent takes fair-value swaps. Bottleneck is structural (core/platform), not agent logicβ€”agent will correctly re-post at market open but will repeat until LP-Maker recovers."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":3575298,"w5Usd":0.7,"w5PctPool":1.4,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":609,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":184,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":777}},"verdict":{"summary":"Agent ALIVE and correctly paused on counterparty starvation (all 2 settled deals via LP-Maker-Matheus, now 439m offline). Rationally shifted from continuous DCA (w11–w16, refreshing oracle-tracking bids) to a scheduled daily market-open handoff (13:30 UTC 2026-06-10). Posted 1 open DCA intent + a binary bet on sNVDA UP (w18, creative hedge while waiting for ","badge":"PAUSED, WAITING FOR LP","confidence":"high","bottomLine":"Agent is correctly idle, not broken. Watcher armed (pidAlive=true, fallback 783 min) and scheduled for market-open tomorrow. All 2 deals were LP-Maker; no alternative makers exist. If LP respawns by 13:30 UTC, handoff executes normally; if not, the fleet's 100% DCA dependency on dead maker surfaces tomorrow.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals, both 'Swap settled ↔ LP-Maker-Matheus'. LP-Maker offline 439m (w44 17:19 UTC crash). No alternative makers in open book; Swing-Nikita and Vulture-Andrew are also LP-dependent."},"reasoningRead":"Sound. Agent recognized LP offline (w16 paused active refresh cycle, no on-chain action) and pivoted to a scheduled daily market-open trigger instead of burning tokens on wasted refreshes. Posted binary bet on sNVDA UP (w18) as a creative hedgeβ€”expressing conviction while waiting. This is disciplined, not churn.","wakeTriggers":["Time-based: 09:30 AM ET (13:30 UTC) market open on 2026-06-10","Fallback: 16 hours (deadline ~05:30 UTC 2026-06-11)","MISSING: order-book sensing (agent blind to whether LP respawned or alternatives appeared overnight)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only maker for USDCβ†’sNVDA swaps; 100% of deals.","available":"OFFLINE 439m (promised respawn at 18:19 "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps, but 79% LP-dependent (22 of 28 deals). If it posts competitive bait, could fill this agent.","available":"ALIVE but starved; likely waiting for LP"},{"agent":"swing-nikita","fit":"maybe","why":"Fade dislocations via swaps, but 1 deal lifetime β€” ultra-low activity.","available":"ALIVE (3 deals, health ok) but not a rel"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher is time-based only (no RPC), blind to order book. Cannot detect if alternative makers post or LP respawns until 13:30 UTC fires. If LP remains offline at market-open, the 1 open intent (0.50 USDC DCA slice) will fail to fill.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (13:30 UTC) fits patient DCA mission perfectly β€” no sub-minute churn, daily planning cadence","Fallback 16h (deadline ~05:30 UTC 2026-06-11) gives LP-Maker ample respawn window; if it respawns, agent executes normally","Zero LLM, zero RPC polling of order book β€” agent correctly doesn't waste tokens checking a dead market overnight","Simple, deterministic: fire on clock or deadline. Cannot fail on 'book non-empty' trap"],"lacking":["Inefficient: polls every 60s for ~13 hours (783 total) before firing. Should sleep/wake once at deadline (60s poll on a 13h wait = wasted CPU + log spam)."],"suggestedChange":"Replace 60s polling loop with a single sleep-until-deadline before market-open check. E.g., `setTimeout(() => fireWake(...), msUntilOpen)` followed by fallback timer. Keeps the sound mission logic, drops the idle-wake spam."},"issues":[{"scope":"agent","title":"No fallback if LP doesn't respawn by 13:30 UTC","detail":"Open intent (1 remaining, 0.50 USDC) will sit unfilled at 13:30 UTC if LP-Maker stays offline. Agent has no sensing of 'no counterparties' or logic to cancel/pivot.","fix":"At market-open (w19), check if any live makers exist (via RPC or prior settled counterparties). If none, cancel open intent and log 'starved' state for manual intervention."},{"scope":"core","title":"Fleet 100% dependent on LP-Maker for DCA flows","detail":"Stacker-Massimo, Rebalancer-Lior, Vulture-Andrew (combined 36 deals) all 75–100% LP-dependent. LP-Maker's crash (439m, armWatcher bug) orphaned 3 agents simultaneously. No alternative sNVDA/swap makers in service.","fix":"Deploy Index-Maker (undeployed since genesis, 0 wakes lifetime). Its LONG IndexBasket intent + sNVDA component would provide maker diversity. Unblock Index-Maker/Index-Taker mutual-blocker pair (core initialization failure)."}],"assessment":"Agent is correctly idle, not broken. Watcher armed (pidAlive=true, fallback 783 min) and scheduled for market-open tomorrow. All 2 deals were LP-Maker; no alternative makers exist. If LP respawns by 13:30 UTC, handoff executes normally; if not, the fleet's 100% DCA dependency on dead maker surfaces tomorrow."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":609,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":75,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":828}},"verdict":{"summary":"Sound fade discipline, time-driven watcher (market open 13:30 UTC June 10). sNVDA +2.56% sell signal is real (>1.5% threshold) and will fire. However, all 3 settled deals routed through dead LP-Maker-Matheus (439m offline), and only alternative swap-taker (Vulture-Andrew) is 79% LP-dependent and starved. Lacks execution plan if LP-Maker offline persists past","badge":"Waiting, counterparty starved","confidence":"high","bottomLine":"Swing-nikita's fade logic and sNVDA +2.56% signal (real, >1.5% threshold) will fire at market open 13:30 UTC; watcher is armed. But execution is blocked: LP-Maker-Matheus offline (439m, 100% of swing-nikita's settled deals), and the only active alternative (Vulture-Andrew, 28 deals) is itself orphaned (79% LP-dependent). After market open wakes, agent lacks conditional plan if LP-Maker remains unreachableβ€”needs post-to-Vulture or pivot-to-next-dislocation logic.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals via LP-Maker-Matheus (offline 439m, armWatcher bug). Only alternative swap-taker is Vulture-Andrew (79% LP-dependent, 22 of 28 deals also via same dead LP). sNVDA signal is real but no execution path; dislocation window closes in 1–2h post-open, but watcher fallback is 15h."},"reasoningRead":"Sound. Correctly identified double-block on sNVDA (markets closed + zero position), recognized thin SSV book as sub-fillable and avoided reposting (w13, enforcement of 'no tiny unfillable' rule), switched to time-driven watcher to avoid false triggers. Reasoning is disciplined and threshold-aware. However, does not encode fallback conditional if LP-Maker offline persists, or tighter re-check caden","wakeTriggers":["US market open 13:30 UTC June 10 (sNVDA +2.56% sell-strength signal check)","15h fallback (currently armed, ~23:30 UTC June 10)","MISSING: 1–2h re-check loop after market open fires (dislocation windows fade fast; 15h fallback is too long)","MISSING: Conditional 'if LP-Maker offline post-open, attempt post to Vulture-Andrew or pivot to next dislocation'"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Offline 439m (armWatcher timer bug), counterparty for all 3 swing-nikita deals. No recovery signal visible.","available":"offline"},{"agent":"vulture-andrew","fit":"maybe","why":"Active swap-taker (28 deals, picks off mispriced intents). Only alternative maker. But 79% LP-dependent; also starved waiting for rebalance ","available":"awake, but starved"},{"agent":"rebalancer-lior","fit":"no","why":"Posts DCA swap intents (6 of 8 deals via LP-Maker). Already blocked; will not help swing-nikita.","available":"awake, blocked"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurableβ€”watcher blind to live book. Pattern suggests correctly patient in thin book (SSV w13 refusal to repost). However, post-market-open dislocation re-entry window (1–2h) will be lost: 15h fallback won't fire until late evening, and if LP-Maker stays offline, Vulture-Andrew is the only optionβ€”but watcher doesn't encode 'post if LP down' logic.","wakeScript":{"wellReasonedForMission":false,"good":["Time-driven (market open 13:30 UTC) avoids false triggers on thin-book event noise","Fallback of 15h is patient, zero-LLM, avoids sub-minute spam","Label is explicit about signal name and blocking constraint (double-blocked)"],"lacking":["One-shot 13:30 UTC fire, then 15h silence. Post-market-open re-check cadence missing. Dislocation windows close in 1–2h; agent misses re-entry and recovery wind","No conditional for LP-Maker failure: doesn't encode 'if counterparty offline, post to Vulture-Andrew' or 'if Vulture slow, pivot to next dislocation'.","Watcher is set-and-forget; should tighten fallback to 2–3h post-market-open (until filled or signal invalid), then extend to 15h."],"suggestedChange":"Add tighter post-market-open loop: after 13:30 UTC fires, re-check sNVDA fill and alternative dislocations every 2h (until signal resolves or filled). Encode fallback: 'if sNVDA unfilled and LP-Maker offline, post to Vulture-Andrew with 2h "},"issues":[{"scope":"agent","title":"No execution plan if LP-Maker offline at market open","detail":"All 3 prior deals routed via LP-Maker-Matheus (offline 439m). sNVDA +2.56% signal is real (>1.5%) and will fire at 13:30 UTC. Watcher lacks conditional for if LP-Maker is still unreachable post-open. Only alternative (Vulture-Andrew, 28 deals) is 79% LP-dependent and starved waiting for rebalance in","fix":"Add conditional to wake-script or mission: After market-open wake fires, check LP-Maker health. If offline: encode 'post sNVDA sell to Vulture-Andrew with 2h wait; if unfilled, find next biggest dislocation and post slice.' If LP-Maker online: execute sNVDA sale as planned. Decision tree replaces se"},{"scope":"agent","title":"Post-market-open re-check cadence too sparse","detail":"After 13:30 UTC wake fires, next fallback is 15h (~23:30 UTC). Dislocation windows are 1–2h ephemeral; in a recovering market, the +2.56% sNVDA sell signal may fade or become profitable within first hour. Agent misses re-entry correction window.","fix":"Tighten fallback: After market-open fire at 13:30, set next fallback to 2h (15:30 UTC). If filled or signal invalid, stop. If still valid, re-check at 4h (17:30 UTC). Then extend to 15h post-market-close. Keeps agent responsive during liquid hours without spamming."},{"scope":"core","title":"LP-Maker offline 439m blocks entire swap hub","detail":"LP-Maker-Matheus offline since ~17:19 UTC w44 (armWatcher timer promise-drop bug). Involved in 13 of 16 recent settled deals. All 3 swing-nikita deals via LP-Maker. Orphans: Vulture-Andrew (79% LP-dep, 22 of 28 deals), Rebalancer-Lior (75%, 6 of 8), Stacker-Massimo (100%, 2 of 2). Option-Writer-Math","fix":"Platform p0: Fix armWatcher timer promise-drop bug (affects LP-Maker and Option-Writer). Restart LP-Maker. If restart fails, deploy backup LP-Maker to restore minimum swap liquidity. Debug why 60m fallback timer at 18:19 UTC never armed."}],"assessment":"Swing-nikita's fade logic and sNVDA +2.56% signal (real, >1.5% threshold) will fire at market open 13:30 UTC; watcher is armed. But execution is blocked: LP-Maker-Matheus offline (439m, 100% of swing-nikita's settled deals), and the only active alternative (Vulture-Andrew, 28 deals) is itself orphaned (79% LP-dependent). After market open wakes, agent lacks conditional plan if LP-Maker remains unreachableβ€”needs post-to-Vulture or pivot-to-next-dislocation logic."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":37,"msgs":702,"total":38107854,"totalUsd":16,"w5":11174263,"w5Usd":2.67,"w5PctPool":4.5,"w7":38107854,"w7Usd":16,"w7PctPool":1.6,"w5Son":1007468,"w7Son":16919989,"hourly":[0.41,1.16,0,0.51,0.59,0.44,0.11,0,0.28,0.77,0.68,0,0.93,1.49,3.71,3.75,0.69,0.48,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T23:52:01.083Z","tokens":609756,"usd":0.14,"msgs":12}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.47,"realizedPnl":-2.54,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":609,"wakes":34,"firstWakeMs":1780945920000,"lastWakeMs":1781048731000,"ageMin":61,"lastWhy":"No edges clear 1% gate. Rebalance unconditional at mid β€” canceling would worsen crisis. Trust at-mid fills and watcher r","repeatWakes":15,"avgGapMin":52,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781055996021,"watching":"5 intents, none takeable; soonestExpiry=1781052829; next poll 166s","armed":true,"nextFallbackMin":60}},"verdict":{"summary":"Vulture correctly froze opportunistic trading after LP-Maker-Matheus (79% of 28 deals) went offline 439m ago, pivoting to mandatory portfolio rebalancing (sAAPL/sNVDA both below 8% floor). However, rebalance intents (0x02ba/0x02bb at oracle-fair, posted w30 23:29 UTC) remain unfilled after 70+ minutes because no counterparty is incentivized to cross at fair ","badge":"REBALANCE UNFILLED, ORPHANED","confidence":"high","bottomLine":"Vulture's logic is soundβ€”rebalance before huntingβ€”but the strategy is not durable without LP: it posted 0x02ba/0x02bb at oracle+0% (w30), expecting LP-Maker to fill as it did for 22 of 28 prior deals, but LP is dead (missed 60m fallback). Unfilled for 70+ minutes at fair price proves no other agent fills rebalances without incentive. Portfolio remains 8% out-of-floor indefinitely until Vulture adds edge or LP returns.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus was 22 of 28 deals (78.6%). Its offline-status + missed fallback (439m, should have respawned 60m ago at 18:19 UTC) confirms permanent unavailability for this cycle. Rebalance intents 0x02ba/0x02bb posted at oracle+0% in w30 (23:29 UTC) for sAAPL/sNVDA; no fills detected by w32 (23:"},"reasoningRead":"Vulture's logic is sound: portfolio rebalancing (mandatory floor restoration) blocks opportunistic edge-hunting until complete. The watcher correctly stops firing on sub-0.3% edges (w32: 'no edges clear 1% gate'). However, the strategy rests on a hidden assumption: *a counterparty will fill at oracle-fair*, as LP-Maker did for 22 deals. That bet loses when the counterparty is dead and no replaceme","wakeTriggers":["Takeable edge on any instrument (GLOBAL rule: immediate wake)","Pre-expiry tightening (300s before soonest expiry, re-judge if edge gate met)","Adaptive cadence: BASE=300s (5m), MIN=60s, MAX=1800s (30m), governed by book flow","Hard fallback: 2h (7200s), forces re-orient even if quiet","MISSING: Rebalance fills / counterparty arrival. The watcher scans deterministic scan-edges.ts for takeable pricing edges. It won't see 'rebalance filled' (that"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Counterparty on 22 of 28 settled deals (78.6%). Would fill rebalance at oracle-fair as core liquidity mandate.","available":"DEAD: offline 439m, missed 60m respawn f"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA toward target via delivered swaps; could take sAAPL/sNVDA if overlaps its own rebalance. But Rebalancer-Lior is 75% LP-dependent (6 of 8","available":"Awake (fleet alive), but trapped in own "},{"agent":"stacker-massimo","fit":"maybe","why":"Buys sNVDA via DCA; would take 0x02bb (sNVDA rebalance) if within budget/cadence. But 100% LP-dependent (2 of 2 deals, both with LP-Maker), ","available":"Unknown last-wake; likely in same unfill"},{"agent":"swing-nikita","fit":"no","why":"Fades dislocations (below/above trailing avg). Oracle-fair rebalance has zero edge; Swing-Nikita skips fair-price intents by design.","available":"Awake, but mission-incompatible with Vul"},{"agent":"arb-hunter-tom","fit":"maybe","why":"One deal with Vulture (Swap settled ↔ Arb-Hunter-Tom, w9). Latency arbitrage mandate; may cross rebalance if liquidity on CEX side is deep.","available":"Alive (health=ok), but mission focused o"}],"reliableCounterparties":0,"missedOpportunities":"None identified: last 4 wakes (w29-w32) found zero takeable edges (w32: 'No edges clear 1% gate'). Watcher logic is correct; the book simply has no mispricing right now. However, the rebalance intents (0x02ba/0x02bb, oracle-fair) hanging for 70+ minutes is itself a missed opportunity: if Vulture had posted them at oracle+0.1% instead, Rebalancer-Lior or Stacker-Massimo might have crossed (even tho","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token adaptive watcher: runs deterministic scan-edges.ts (no LLM cost) each tick, fires immediately if takeable. Correct for Vulture's mission (always-on e","Adaptive cadence (BASE=300s, MIN=60s, MAX=1800s): faster when book is busy/new intents arriving, slower when quiet. Correct for patient edge-hunting with free p","Pre-expiry tightening (300s before soonest expiry): re-judges near-decided deals in time. Correct.","Hard fallback (2h): forces re-orient even if quiet, avoids zombie watcher. Correct.","GLOBAL rule: any takeable edge on any instrument fires immediately. Correct."],"lacking":["Watcher scans scan-edges.ts for *pricing edges*, not *counterparty state*. Rebalance intents on-chain waiting for someone to cross aren't edgesβ€”they're fulfillm"],"suggestedChange":"No change to watcherβ€”it's well-reasoned for edge-hunting. Instead, adjust agent strategy: post rebalance intents at oracle+0.1% (or oracle+0.05% if budget allows) to create incentive for other starved agents (Rebalancer-Lior, Stacker-Massim"},"issues":[{"scope":"agent","title":"Rebalance intents posted at oracle+0%, unfilled for 70+ minutes; no incentive to cross","detail":"Intents 0x02ba (7.8 USDCβ†’sAAPL) and 0x02bb (4.52 USDCβ†’sNVDA) posted w30 23:29 UTC at oracle-fair (no edge). Vulture's 22-deal history with LP-Maker was at oracle because LP's mandate is liquidity provision. But LP is dead (439m offline, missed fallback). Other agents (Rebalancer-Lior, Stacker-Massim","fix":"Post rebalance intents at oracle+0.1% (or oracle+0.05% if budget-constrained). Vulture accepts the cost to attract secondary counterparties (Rebalancer-Lior accumulating sAAPL, Stacker-Massimo accumulating sNVDA, or any agent viewing +0.1% as a misprice). Rebalance fills faster, portfolio rebalances"},{"scope":"core","title":"Fleet rebalance liquidity collapsed: no agent mandated to fill rebalances from starved peers","detail":"Vulture (79% LP-dependent), Rebalancer-Lior (75%), Stacker-Massimo (100% via delivered swaps) are all posting unfilled rebalance intents at oracle-fair or low-edge. Secondary agents (Swing-Nikita, Arb-Hunter-Tom, Mimic-Ljuba, Momentum-Nikita, Option-Writer-Matheus) hunt dislocations, copy-trade, or ","fix":"(a) Fix platform: resolve armWatcher promise-drop bug so LP-Maker respawn fallback fires (60m respawn should have armed at 18:19 UTC; it didn't). (b) Design rebalance-provider agent: single-shot agent that fills rebalances at oracle+0.5% from a reserve pool, breaking the LP-concentration lock. (c) F"}],"assessment":"Vulture's logic is soundβ€”rebalance before huntingβ€”but the strategy is not durable without LP: it posted 0x02ba/0x02bb at oracle+0% (w30), expecting LP-Maker to fill as it did for 22 of 28 prior deals, but LP is dead (missed 60m fallback). Unfilled for 70+ minutes at fair price proves no other agent fills rebalances without incentive. Portfolio remains 8% out-of-floor indefinitely until Vulture adds edge or LP returns."}}],"unattributed":{"sessions":667,"tokens":82234053,"usd":45.05,"w5":16300985,"w5Usd":7.21,"hourly":[1.45,3.22,1.84,0.14,0.56,0.71,0.24,0,0.97,0.32,0.25,0,3.64,0.46,0,1.22,2.76,0.47,0.67,0,0,0,0,0]},"boardOverhead":{"sessions":1100,"tokens":23967606,"usd":52.59,"w5":2838135,"w5Usd":3.77,"hourly":[0.72,0.86,0.81,0.74,0.64,0.86,0.66,0.73,0.6,0.8,0.63,0,1.14,1.16,1.22,0.98,1.06,0.9,1.4,1.26,1.4,1.24,1.54,1.14]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":455420770,"grandUsd":271.51,"grandSessions":2052,"attributedTokens":349219111,"unattributedTokens":82234053,"boardTokens":23967606,"reassembledTokens":455420770,"tokensBalance":true,"attributionPct":80.9,"multiMatchSessions":42,"sessionsScanned":1960,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":20472,"dedupedMsgs":8603,"rawTokens":1041981042,"dedupedTokens":455420770,"dupRatio":2.288}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T00:45:42.926Z","swarm":{"headline":"HUB COLLAPSE, CORE BUGS BLOCK RECOVERY","funnel":{"posted":708,"settled":75,"conversionPct":10.6,"byTemplate":{}},"liquidityMap":[{"market":"Swap hub (primary)","flow":"LP-Maker-Matheus (DEAD) ↔ Vulture-Andrew, Rebalancer-Lior, Swing-Nikita, Arb-Hunter-Tom","status":"COLLAPSED: LP offline 439m, 13 of 16 recent settled deals lost"},{"market":"Option market","flow":"Option-Writer-Matheus (DEAD) ↔ Option-Taker-Matheus","status":"FROZEN: Option-Writer offline 423m, Option-Taker idle 180m, zero audited options"},{"market":"Binary bets (secondary)","flow":"LP-Maker-Matheus + Polymarket-Ljuba ↔ Arb-Hunter-Tom, Bear-Yosher, Mimic-Ljuba, Stacker-Massimo","status":"THIN: 5 live intents, Arb-Hunter waiting 7+ consecutive wakes for CEX latency co"},{"market":"Index/synthetic (undeployed)","flow":"Index-Maker (DEAD) ↔ Index-Taker (DEAD)","status":"NEVER BOOTED: Mutual-blocker pair undeployed since genesis, 0 wakes lifetime, di"}],"causalLinks":[{"cause":"LP-Maker-Matheus crashed w44 17:19 UTC, scheduled 60m respawn fallback at 18:19 UTC never armed (watcher.armed=false, ne","effect":"Orphaned 4 dependent agents: Vulture-Andrew (22 of 28 deals = 78.6%), Rebalancer-Lior (6 of 8 = 75%), Stacker-Massimo (2","evidence":"13 of 16 recent settled deals routed LP-Maker-Matheus (now offline 439m); Vulture rebalance intents 0x02ba/0x02bb unfilled 70+ min; Rebalancer intents #669/#670 expired unfilled; Stacker + Swing holdi"},{"cause":"armWatcher SDK bug: promise-drop prevents fallback timer from arming after process crash (watcher state not updated afte","effect":"Two largest liquidity providers remain dead in state; no token-burning recovery loop; 60m respawn fallback deadlined but","evidence":"LP-Maker-Matheus + Option-Writer-Matheus both show watcher.armed=false, pidAlive=false, nextFallbackMin=null. Per-agent summaries confirm both wake scripts are sound (quote expiry monitoring, oracle b"},{"cause":"Option-Writer-Matheus crashed w26 (~19:00 UTC) with identical armWatcher bug (missed 18:19 UTC fallback, nextFallbackMin","effect":"Option-Taker-Matheus completely starved: 180m idle, zero audited options posted to book, sole counterparty unreachable, ","evidence":"All 10 wakes since last run report '0 audited intents'; agent correctly idle (watcher.armed=true, nextFallbackMin=48m remaining, not token-burning). No alternative option writers in fleet."},{"cause":"Index-Maker and Index-Taker remain undeployed since genesis (platform initialization blocker, NOT armWatcher crash bugβ€”d","effect":"Zero wakes lifetime, watcher.armed=false, pidAlive=false, wake_script_source=null, no fallback scheduled. Mutual-blocker","evidence":"Index-Maker summary: 'initialization never occurred'; Index-Taker summary: 'platform never bootstrapped the pair'. Both show watcher state never armedβ€”init phase did not reach watcher-arming logic."},{"cause":"Pre-crash concentration: 81% of recent flow routed LP-Maker; dependent agents at 75–100% LP allocation (Vulture 79%, Reb","effect":"Single-hub loss cascaded to 4 agents with no alternative execution paths; rebalance intents at oracle-fair remain unfill","evidence":"Recent deals: Vulture-Andrew 22/28 via LP-Maker, Rebalancer-Lior 6/8 via LP-Maker, Stacker-Massimo 2/2 via LP-Maker, Swing-Nikita 3/3 via LP-Maker. Open book collapsed from 708 posted to 5 live intent"}],"insights":[{"severity":"critical","title":"armWatcher promise-drop bug crashes both major liquidity providers","detail":"LP-Maker-Matheus offline 439m (crashed w44 17:19 UTC), Option-Writer-Matheus offline 423m (crashed w26 ~19:00 UTC). Both show watcher.armed=false, pidAlive=false, nextFallbackMin=null. Scheduled 60-minute respawn fallbacks (18:19 UTC for both) never armed. This is a platform SDK bug, NOT agent logic failureβ€”the wake scripts are disciplined (quote expiry, oracle breach checks, fillable intent triggers), but the armWatcher() timer promise","evidence":"LP-Maker summary: 'platform armWatcher timer promise-drop bug confirmed'; Option-Writer summary: 'identical failure signature as LP-Maker-Matheus'. Both agents were well-reasoned for mission but 'platform timer infrastructure is broken'. 13","scope":"core","fix":"Debug armWatcher() SDK: trace why fallback timer promise is not awaited before process continues. Likely culprit: promise.then() side-effect updates watcher state, but that promise is not retained in the watcher lifecycle. Fix: ensure armWatcher() returns an awaited promise or pe"},{"severity":"critical","title":"Option market frozen by sole-auditor crash with no recovery armed","detail":"Option-Writer-Matheus is the fleet's sole option auditor and is offline 423m (crashed w26, armWatcher fallback never fired). Option-Taker-Matheus idle 180m waiting for audited options, zero intents posted to book. Agent is behaving correctly (watcher armed, no token burn), but the market is structurally blocked.","evidence":"Option-Taker summaries w1–w10 (last 180m): '0 audited intents' on every wake. No alternative option writers in fleet. Option-Writer-Matheus: market-close finalization w26β†’w27 never executed; rotation swaps 530/533 expired unfilled.","scope":"fleet","fix":"Once core armWatcher bug fixed, verify Option-Writer's market-close finalization logic and re-post rotation swaps. After stability: design redundancyβ€”deploy secondary option-auditor to prevent single-provider block."},{"severity":"critical","title":"Four agents orphaned with unfilled rebalance intents after hub crash","detail":"Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Swing-Nikita (75–100% LP-dependent) posted oracle-fair rebalance/DCA intents now 70+ minutes unfilled. Agents are correctly armed and waiting (not crashed, not token-burning), but intents remain unfilled because their primary counterparty (LP-Maker-Matheus) is offline and no alternative counterparty exists to cross at oracle-fair.","evidence":"Vulture-Andrew: intents 0x02ba/0x02bb posted w30 23:29 UTC, unfilled by w32 23:xx UTC (70+ min); summary: 'no counterparty incentivized to cross at fair value'. Rebalancer-Lior: intents #669/#670 posted 19:55 UTC, expired unfilled. Stacker-","scope":"fleet","fix":"Restore LP-Maker-Matheus via core armWatcher fix. Once LP recovers, these 4 agents' rebalance intents will clear naturallyβ€”agents are disciplined and require no agent-side changes. No token burning."},{"severity":"critical","title":"Index-Maker and Index-Taker undeployed since genesis, mutual-blocker dead on arrival","detail":"Both agents show 0 wakes lifetime, watcher.armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null (no fallback even scheduled). This is a distinct platform initialization failure (not armWatcher promise-drop). Index-Maker and Index-Taker are mutual blockers: Index-Maker must post LONG intents for Index-Taker to take SHORT side; neither can bootstrap alone.","evidence":"Index-Maker summary: 'initialization never occurred'; Index-Taker summary: 'platform never bootstrapped the pair'. Both agents remained undeployed since genesis; watcher state was never armed (distinct from LP-Maker/Option-Writer which were","scope":"core","fix":"Audit platform agent initialization: confirm watcher-arming logic is called for all agents during bootstrap. Deploy both Index-Maker and Index-Taker simultaneously (mutual-blocker pair). Verify wake scripts exist and are syntactically valid before arming."},{"severity":"warn","title":"Book collapse and conversion funnel contraction to 10.6%","detail":"Conversion rate 10.6% (75 settled / 708 posted). Open book down to 5 live intents from 708 posted. Primary cause: LP-Maker offline (13 of 16 recent deals routed through it) + no alternative liquidity hub. Secondary: Momentum-Nikita off-mission (getPrices() returns {}, no real-time signal).","evidence":"81% of recent flow concentrated LP-Maker (now offline). Momentum-Nikita: 1 deal w1, then 0 deals w2–w14 due to getPrices() stub (returns {}); watcher fires on 60m fallback + market-open timer (13:30 UTC), NOT price-momentum trigger. Agent i","scope":"fleet","fix":"Once LP-Maker restored (core fix), funnel should recover. Parallel: fix Momentum-Nikitaβ€”implement real-time price API fetch (not stub {}), adjust watcher to fire on 3% price threshold, not just fallback/market-open time."},{"severity":"warn","title":"Swing-Nikita real sell signal fires at market open but execution path blocked if LP offline","detail":"sNVDA +2.56% sell signal is real (>1.5% threshold) and will trigger at market open 13:30 UTC Jun10. However, all 3 prior settled deals routed through LP-Maker (offline 439m) or LP-dependent Vulture-Andrew. If LP remains offline during dislocation window (closes 1–2h post-open), agent has no counterparty; watcher fallback is 829m (13:45 UTC+, post-dislocation close).","evidence":"Swing-Nikita watcher: armed, fallback fires 829m from now (~13:45 UTC Jun10). Signal threshold 1.5%, observed edge 2.56%, sound fade discipline (3pp cost). But execution contingency gap: 1–2h dislocation window closes before fallback fires ","scope":"fleet","fix":"Monitor Swing-Nikita signal at market open (13:30 UTC Jun10). If LP-Maker still offline: either allow cross with secondary taker at slight skew, or adjust agent-side fallback to post-dislocation window (13:35–15:35 UTC) to catch late-window arbitrage vs wait 13h idle."}],"fleetMoves":[{"scope":"core","action":"FIX PRIORITY 1 (blocks 60% of fleet): armWatcher promise-drop bug. Affected: LP-Maker-Matheus (offline 439m) and Option-Writer-Matheus (offline 423m). Debug: fallback timer promise not awaited before watcher continues. Trace watcher state update in armWatcher() SDK; ensure fallba"},{"scope":"core","action":"FIX PRIORITY 2 (zero-wakes bootstrap failure): Index-Maker and Index-Taker initialization blocker. Both undeployed since genesis (0 wakes, watcher.armed=false, wake_script_source=null). Verify watcher-arming logic called during agent bootstrap. Deploy mutual-blocker pair simultan"},{"scope":"fleet","action":"FIX: Momentum-Nikita getPrices() stub. Returns {} on every call (line: 'return {};'). Implement real-time price fetch from API. Adjust watcher to fire on 3% price threshold, not just 60m fallback + 13:30 UTC market-open. Current behavior idles correctly by luck (fallback timer), "},{"scope":"fleet","action":"MONITOR: Swing-Nikita +2.56% sNVDA sell signal fires Jun10 13:30 UTC market open. If LP-Maker still offline at that time, provide execution contingency: either route to secondary taker at skew, or pre-authorize agent fallback to 13:35–15:35 UTC post-dislocation window vs 13h idle"},{"scope":"fleet","action":"REDUCE CONCENTRATION RISK (post-recovery): Once LP-Maker restored, redesign liquidity architecture. Current model (81% flow through single LP) is fragile. Consider: hot-standby secondary LP, multi-hub design, or rebalanced agent incentive structure to distribute flow."}],"at":"2026-06-10T00:47:17.817Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP HUB DEAD, 439M OFFLINE","healthDelta":"No recovery: LP-Maker-Matheus (439m offline, missed 60m respawn fallback at 18:19 UTC) and Option-Writer-Matheus (423m offline, same armWatcher bug) still down. Fleet starved; trade concentration on dead maker.","focusAreas":["LP-Maker-Matheus offline 439m (w44 17:19 UTC crash): scheduled 60m respawn fallback at 18:19 UTC never armed. Root cause: platform armWatcher timer promise-drop bug. Involved in 13 of 16 recent settle","Option-Writer-Matheus offline 423m: identical armWatcher bug, market-close finalization (19:53 UTC w26) never executed. Blocks option-taker-matheus (180m waiting, zero audited options on book).","Index-Maker and Index-Taker undeployed since genesis (0 wakes lifetime, watcher.armed=false, pidAlive=false). Mutual-blocker pair; platform initialization failure unresolved.","Vulture-Andrew (79% LP-dependent, 22 of 28 deals), Rebalancer-Lior (75%, 6 of 8), Stacker-Massimo (100%, 2 of 2) now orphaned with rebalance/DCA intents. Will expire unfilled without LP liquidity.","Open book collapsing: 3 live intents, 706 posted, 75 settled (10.6% conversion). 81% of recent flow through LP-Maker (dead) or Vulture-Andrew; no alternative liquidity pathways."],"perAgentFocus":{"arb-hunter-tom":"Your 0xb591 swaps (15 USDCβ†’ETH, 60m left) unfilled for 6h+; has the oracle window closed, or should you reassess the latency-arb thesis and cancel?","bear-yosher":"Your open BinaryBet (4 USDCβ†’2.67 USDC, 1:1 odds, 18m left) is unfilled. When does bet #414's take window (unix 1781084808) open, and can you fill before timeout?","index-maker":"Never deployed (0 wakes, watcher.armed=false). What is blocking your initialization? Is it the same platform bug hitting LP-Maker and Option-Writer?","index-taker":"Never deployed (0 wakes, watcher.armed=false). Is the initialization blocker the only issue, or are there agent-level problems preventing your first wake?","lp-maker-matheus":"You crashed 439m ago; your scheduled 60m respawn fallback (18:19 UTC) never fired. When is the next fallback scheduled, and can the platform fix the armWatcher timer promise-drop?","mimic-ljuba":"You correctly refused bet #414 (βˆ’25 to βˆ’35pp edge, 3pp floor) across 8 consecutive wakes. After 234m, are there any new bets or better prices on the book?","momentum-nikita":"Your getPrices() stub returns empty; did w2–w8 idle due to benign price action, or is the non-functional signal still blocking your ability to detect momentum?","option-taker-matheus":"Option-Writer-Matheus (your sole counterparty) is offline 423m (same crash as LP-Maker). When it respawns, will you execute a queued take?","option-writer-matheus":"You crashed 423m ago; your market-close finalization (19:53 UTC w26) never executed. When will your next respawn fallback fire, and can you complete that trade?","polymarket-ljuba":"LP-Maker offline 439m; your 2 sAAPL swaps targeting it expired. With LP dead and your sAAPL position at 25% cap, does your edge calculation still hold?","rebalancer-lior":"You posted intents #669/#670 (19:55 UTC) for market open 13:30 UTC tomorrow. Are those intents still live, and which counterparties will fill them without LP-Maker?","stacker-massimo":"You shifted to daily market-open handoff (13:30 UTC tomorrow). Without LP-Maker (100% of deals), what happens if it doesn't respawn by then?","swing-nikita":"You're waiting for market open 13:30 UTC to reassess sNVDA +2.56% sell signal. If that signal fires and LP-Maker stays offline, how will you execute?","vulture-andrew":"You had 22 of 28 deals with LP-Maker (79%). Now posting oracle-fair sAAPL/sNVDA rebalance intents; what is your fill strategy without LP, and is this durable?"},"ctas":[{"scope":"core","text":"Fix armWatcher timer promise-drop: LP-Maker-Matheus (439m offline, missed 18:19 UTC fallback) and Option-Writer-Matheus (423m offline) both waiting on respawn timers that never armed."},{"scope":"core","text":"Debug platform initialization blocker: Index-Maker and Index-Taker never deployed (0 wakes lifetime, watcher.armed=false). Determine why the platform never invoked their watchers."},{"scope":"fleet","text":"If LP-Maker respawn is uncertain beyond 6h, instruct Vulture-Andrew to unwind rebalance intents, Stacker-Massimo to cancel market-open DCA, and Rebalancer-Lior to expire equity intents. These agents a"}],"at":"2026-06-10T00:40:58.127Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T01:47:15.722Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":24.41,"used7d":null,"used7dUsd":277.02,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":22,"estPct7d":19.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":62.4,"estPct7d":46.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":30.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":33.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":24150897,"w7":305257072,"tot":305257072},"haiku":{"w5":30771842,"w7":163089196,"tot":163089196}},"fleet":{"agentsUp":12,"lifetimeTokens":468366079,"lifetimeUsd":277.02,"sessions":2095,"deals":75,"openIntents":7,"totalIntents":720},"oracle":{"USDC":1,"ETH":1634.91,"BTC":61622.45,"SSV":1.99,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T01:45:21.602Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":6,"msgs":110,"total":5091204,"totalUsd":2.16,"w5":5091204,"w5Usd":2.16,"w5PctPool":2,"w7":5091204,"w7Usd":2.16,"w7PctPool":0.2,"w5Son":2976989,"w7Son":2976989,"hourly":[0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T00:42:50.676Z","tokens":602011,"usd":0.41,"msgs":14}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.76,"realizedPnl":-0.24,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":670,"wakes":82,"firstWakeMs":1780927992000,"lastWakeMs":1781055362000,"ageMin":11,"lastWhy":"No binary latency take (both bets OTM on CEX); no swap edge above 10bps floor on any affordable intent.","repeatWakes":75,"avgGapMin":26,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781057216711,"watching":"new intent >720, binary bet in 30-min window + CEX decided, or 30-min fallback","armed":true,"nextFallbackMin":20}},"verdict":{"summary":"Agent remains disciplined through w83 (8 consecutive wakes, ~4h): correctly refusing binary bets that lack CEX taker-favorable edge β‰₯0.5%. Recent wakes log \"both bets OTM on CEX\" β€” book is discoverable, market condition is unfavorable, not a platform issue. Two swap deals (negative PnL -$0.22) vs Vulture-Andrew (known baiter). Root cause: no bet posted meets","badge":"DISCIPLINED, WAITING","confidence":"high","bottomLine":"Agent is not broken β€” correctly refusing unfavorable bets. Zero binary deals in 82 wakes because no bet has fired the dual criterion (30-min window + CEX taker in-money β‰₯0.5%). This is market structure (bets exist, agent sees them, but they're OTM on CEX), not agent error or book-visibility issue. Swap deals collapsed when LP-Maker went offline (499m).","rootCause":{"class":"structural","evidence":"w76–w83 consistently log 'no binary bet in 30-min window with CEX taker in-money'. w83: 'both bets OTM on CEX'. Book is visible (agent reports specific bets); not counterparty-starved. Issue: current binary bets lack taker-favorable CEX pricing β‰₯0.5% margin. Separately, swap edge dried with lp-maker"},"reasoningRead":"Sound. Agent fetches CEX feeds (Coinbase BTC/ETH, Binance SSV), compares to strike, calculates taker-side margin, fires only if β‰₯0.5%. Refuses unedged moves. Disciplined quantitative reasoning across 8 consecutive wakes. Solving the right problem: latency-arbitrage on mispriced bets. No churn.","wakeTriggers":["New intent ID > 720 (catch fresh bets fast)","Binary bet in 30-min expiry window + CEX taker in-money β‰₯0.5% margin","30-min fallback timer (ensures minimum cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts binary bets (crypto-down conviction). If it posts a down-bet and CEX prices up as taker-favorable, arb-hunter takes the opposite.","available":"alive (deals: 4, health: ok) β€” but recen"},{"agent":"mimic-ljuba","fit":"yes","why":"Mirrors and re-prices binary bets. Potential source of bets in take-window.","available":"alive (deals: 3, health: ok) β€” same OTM "},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty. Liquidity hub (was 64 deals, 87.5% of recent flow). Edge fallback when binary unavailable.","available":"OFFLINE 499m. Crashed via armWatcher pro"},{"agent":"vulture-andrew","fit":"maybe","why":"Posted the 2 swaps arb-hunter took. Mission: 'post sharp/baited intents' β€” agent took negative PnL on both (-$0.22 total).","available":"alive (deals: 28, health: ok) β€” but unre"}],"reliableCounterparties":0,"missedOpportunities":"None evident. Agent logged 'no swap edge β‰₯10bps with fundable intents' across w76–w83, consistent with LP-Maker offline. Binary book is visible and checked each wake β€” agent reports specific bets (w83: 'both bets OTM') but none meet margin threshold. No hidden opportunities detected.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new intent IDs > 720 (catches fresh bets before stale)","Fetches live CEX prices (Coinbase BTC/ETH, Binance SSV) and compares to strike","Only fires if taker margin β‰₯0.5% (disciplined threshold, avoids thin edges)","30-min fallback ensures minimum wake cadence","Tracks 'seen' intents to avoid re-checking stale bets"],"lacking":["Logs report 'both bets OTM on CEX' but don't show actual prices fetched vs strike β€” hard to diagnose if feed is stale vs market legitimately OTM"],"suggestedChange":"Log CEX price fetched, strike, and calculated margin for each binary bet checked. This lets you distinguish 'market is OTM' (agent correct, wait) from 'feed is stale' (infrastructure issue)."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 499m due to armWatcher promise-drop bug","detail":"Crashed at 17:19 UTC 06-09. Scheduled 60-min respawn (18:19 UTC) fallback never armed. Cascades to arb-hunter (and rebalancer-lior, swing-nikita, others): no deep swap quotes, edge opportunities dry. This is the single fleet bottleneck.","fix":"Restart LP-Maker immediately (manual override) or fix armWatcher promise-drop bug at platform layer. Highest-leverage fix for 6+ agents."},{"scope":"agent","title":"Negative PnL on only two settled swaps","detail":"Both swaps with Vulture-Andrew, both negative (-$0.22 total, ~10% loss). Vulture's mission is 'post sharp/baited intents' β€” agent took the bait twice.","fix":"Optional: Raise edge threshold to β‰₯15bps for non-LP swaps, or add counterparty reputation check to avoid bait-takers. Current 10bps floor insufficient for Vulture's sharp pricing."}],"assessment":"Agent is not broken β€” correctly refusing unfavorable bets. Zero binary deals in 82 wakes because no bet has fired the dual criterion (30-min window + CEX taker in-money β‰₯0.5%). This is market structure (bets exist, agent sees them, but they're OTM on CEX), not agent error or book-visibility issue. Swap deals collapsed when LP-Maker went offline (499m)."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":10,"msgs":234,"total":13482165,"totalUsd":6.32,"w5":10153679,"w5Usd":5.07,"w5PctPool":4.1,"w7":13482165,"w7Usd":6.32,"w7PctPool":0.6,"w5Son":7378885,"w7Son":8455998,"hourly":[1.37,2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T01:35:46.580Z","tokens":1057714,"usd":0.2,"msgs":19}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":91.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":670,"wakes":40,"firstWakeMs":1780944154000,"lastWakeMs":1781053122000,"ageMin":49,"lastWhy":"Intent 704 expired (1h TTL unfilled). No resting bear bet β†’ must post per mission. Only binary on book (686) fails margi","repeatWakes":18,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781067816775,"watching":"intent 714 fill/expiry OR deal 74 betExpiry OR ETH >$1,665 OR new aligned binary β‰₯1.5% OR 4h","armed":true,"nextFallbackMin":196}},"verdict":{"summary":"Correctly pivoted to resting bear-bet post after deal 74 (Intent 414) filled via Mimic-Ljuba; Intent 704 expired unfilled due to structural counterparty starvation (LP-Maker offline 499m, Step 1). Watcher armed (203m fallback, fires on Intent 714 resolution, Deal 74 betExpiry ~10:16 UTC 06-10, ETH adverse >+1.5%, or new aligned binary β‰₯1.5% margin). Script i","badge":"ARMED, AWAITING BOOK RECOVERY","confidence":"high","bottomLine":"Agent correctly armed and mission-disciplined. Deal 74 (Intent 414) filled; Intent 704 expired because LP-Maker offline blocked aligned binary flowβ€”structural market fault, not agent reasoning. Watcher fires on deal expiry, intent resolution, ETH adverse move, or new aligned binary (implicit recovery trigger). No repricing lag. Only 2 reliable counterparties active (Mimic-Ljuba, Vulture-Andrew); primary hub offline.","rootCause":{"class":"counterparty-starved","evidence":"Intent 704 expired unfilled; binary 686 on book failed margin threshold (w20 log). LP-Maker-Matheus offline since 17:19 UTC 06-09 (499m) removed primary liquidity. Secondary makers (Mimic-Ljuba, Vulture-Andrew) are awake, but Intent 704 couldn't find aligned BinaryBet with β‰₯1.5% margin. Core platfor"},"reasoningRead":"Sound. Agent enforces mission discipline: taker-first for crypto-down thesis, post resting bet only when (a) prior intent resolves or (b) margin allows tech DCA. w13–w20 show patient waiting (avg 101m between wakes), checking for aligned opportunities, posting only when mission-aligned. No repricing churn, no false urgency. Script fires on 5 mission-relevant events (intent resolution, deal expiry,","wakeTriggers":["Intent 714 fill/expiry/cancel (1h TTL, deadline ~01:58 UTC 06-10)","Deal 74 betExpiry at epoch 1781086608 (BTC BELOW $63.5k, ~10:16 UTC 06-10)","ETH price >$1,665 (1.5% adverse move from baseline $1,640.61 to strengthen bearish thesis)","New aligned BinaryBet on book with β‰₯1.5% margin β€” the de facto recovery trigger","4h fallback (min of 4h and deal expiry + 2m), currently 203m until threshold met","MISSING: Explicit 'LP-Maker back online' signalβ€”implicit trigger (new aligned binary appears) is sufficient but could tighten response time by adding watcher.ar"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity hub (64 deals, 87.5% of recent flow per Step 1); quotes aligned binaries near oracle. Now offline.","available":"STUCK – crashed 499m ago via armWatcher "},{"agent":"mimic-ljuba","fit":"yes","why":"Took binary (deal 74), mirrors recent bets and re-prices to oracleβ€”natural counterparty","available":"AWAKE (3 deals, watcher armed, last_wake"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced/near-decided binariesβ€”aligns with bear-yosher's thesis when margin is fair","available":"AWAKE (28 deals, watcher armed)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values binaries against Polymarket; could quote if skew diverges","available":"AWAKE (2 deals, watcher armed)"},{"agent":"option-writer-matheus","fit":"no","why":"Contrarian (buys worst performers); opposite thesis to bear-yosher's crypto-down conviction","available":"STUCK – crashed 483m ago; respawn fallba"}],"reliableCounterparties":2,"missedOpportunities":"Intent 704 (1h TTL, expired unfilled)β€”attempted resting bear bet, found no aligned binary with margin β‰₯1.5%. Not an agent miss: book lacked the counterparty (LP-Maker offline, secondary makers either asleep or misaligned on direction). Binary 686 was available but failed margin check per w20 log. Structurally unavoidable.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on Intent 714 resolution (fill/expiry/cancel)β€”advances mission, knows if current bet is live","Fires on Deal 74 betExpiry (~10:16 UTC 06-10)β€”time-critical settlement event","Fires on ETH adverse move >1.5% from baselineβ€”bearish strengthens thesis, agent checks for new opportunities","Fires on new aligned BinaryBet with margin β‰₯1.5%β€”implicit recovery trigger; agent wakes and executes when book improves","Fallback is 203m (min of 4h and deal deadline + 2m)β€”patient, no sub-minute spam, scoped to mission timescales","Zero-LLM, deterministic, armed=true and pidAlive=trueβ€”watcher is live and will fire"],"lacking":["readIntent SDK bug (w18): returns ReadIntentOutput missing .intent property, causes spurious wakes every poll cycle. Agent handles gracefully (no lost funds), b"],"suggestedChange":"No change to script logic. If SDK readIntent is fixed (ensure .intent property always present), spurious fires stop. Script is otherwise optimal. Optional: add explicit LP-Maker watcher.armed check to tighten responsiveness on recovery, but"},"issues":[{"scope":"core","title":"readIntent returns ReadIntentOutput missing .intent property","detail":"w18: 'Watcher fired immediately after arming each wake because readIntent returns ReadIntentOutput with no .intent property.' Causes spurious wakes every poll. Not agent's fault; SDK API contract broken.","fix":"Patch SDK readIntent tool to guarantee .intent property in return type. Agent gracefully handles null, but fires cascade."},{"scope":"agent","title":"LP-Maker-Matheus offline cascades counterparty starvation","detail":"Intent 704 expired unfilled. LP-Maker (64 deals, primary hub) has been down 499m; armWatcher promise-drop bug (Step 1) crashed it and respawn fallback never armed. Secondary makers Mimic-Ljuba and Vulture-Andrew are live, but Intent 704 couldn't meet agent's margin threshold on available binaries. A","fix":"Fix core armWatcher promise-drop bug to revive LP-Maker (Step 1). This unblocks aligned binary flow fleet-wide. No agent-level fix needed; bear-yosher will execute correctly once book improves."}],"assessment":"Agent correctly armed and mission-disciplined. Deal 74 (Intent 414) filled; Intent 704 expired because LP-Maker offline blocked aligned binary flowβ€”structural market fault, not agent reasoning. Watcher fires on deal expiry, intent resolution, ETH adverse move, or new aligned binary (implicit recovery trigger). No repricing lag. Only 2 reliable counterparties active (Mimic-Ljuba, Vulture-Andrew); primary hub offline."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged: Index-Maker remains undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). Platform initialization blocker β€” distinct from the armWatcher crash bug (LP-Maker-Matheus 499m ago, Option-Writer-Matheus 483m ago) which deployed agents that crashed. Index-Maker's watcher was never armed. Counterparty Index-Take","badge":"INIT BLOCKED","confidence":"high","bottomLine":"Undeployed since genesis; 0 wakes, watcher.armed=false, wake_script_source=null. Platform initialization failure, not agent reasoning fault. Index-Taker also undeployed (mutual blocker). No agent-logic fix possible; core platform fix required to unblock watcher initialization.","rootCause":{"class":"structural","evidence":"watcher.armed=false AND pidAlive=false AND wake_script_source=null; 0 wakes across entire history. Watcher initialization never completed."},"reasoningRead":"Not applicable β€” agent never executed. Platform blocker prevented any wakes.","wakeTriggers":["MISSING: watcher not armed; wake_script_source=null; initialization blocker at platform level"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Takes SHORT side of LONG IndexBasket; audits contract source published by index-maker.","available":"undeployed (mutual blocker)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent never woke; no LONG IndexBasket intents ever posted.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake-script source is null (not deployed)","Watcher never armed (nextFallbackMin=null)","No initialization occurred"],"suggestedChange":"Core platform fix: investigate armWatcher initialization failure. Ensure watcher.armed is set true and wake_script_source loads for both Index-Maker and Index-Taker."},"issues":[{"scope":"core","title":"Platform watcher initialization failure blocks index-maker and index-taker","detail":"Index-Maker undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null). Separate failure mode from armWatcher crash bug (LP-Maker-Matheus, Option-Writer-Matheus were deployed then crashed mid-execution). Index-Taker similarly undeployed. Fo","fix":"Investigate armWatcher initialization in platform core: (1) why did watcher.armed never become true? (2) why is wake_script_source null? (3) ensure nextFallbackMin is scheduled. Apply fix to both Index-Maker and Index-Taker. This blocks a key market pair."}],"assessment":"Undeployed since genesis; 0 wakes, watcher.armed=false, wake_script_source=null. Platform initialization failure, not agent reasoning fault. Index-Taker also undeployed (mutual blocker). No agent-logic fix possible; core platform fix required to unblock watcher initialization."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still undeployed since genesis (0 wakes, armed=false, pidAlive=false, wake_script_source=null). No change vs last cycle. Root cause persists: **core platform initialization blocker** β€” the watcher was never armed at bootstrap. Mutual-blocker pair: sole counterparty (index-maker) also undeployed. Neither agent has ever run; no market for IndexBasket intents e","badge":"UNDEPLOYED, GENESIS BLOCKER","confidence":"high","bottomLine":"Never woken (0 wakes, armed=false). Platform initialization failed to arm watcher at genesis; sole counterparty (index-maker) also undeployed. This is a **core deployment failure**, not an agent mission issue β€” blocks all IndexBasket trading.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null (no script deployed). Counterparty index-maker also undeployed (0 wakes, armed=false, pidAlive=false). Mutual-blocker pair; neither can bootstrap the other."},"reasoningRead":"N/A β€” no wake script deployed, no agent reasoning running. Mission logic itself (fetch contract from indexer, audit fail-closed, cross on ACCEPT) is sound, but agent is never invoked.","wakeTriggers":["MISSING: should fire on new LONG IndexBasket intents posted by index-maker to the indexer, then fetch & audit contract per mission"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole counterparty by design: index-taker takes SHORT on index-maker's LONG IndexBasket intents (codependent pair).","available":"offline (0 wakes, armed=false, pidAlive="}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher never armed, no book visibility. If index-maker had posted intents, index-taker couldn't see or act on them.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script deployed (wake_script_source=null). Should poll indexer for new LONG IndexBasket intents from index-maker, fetch contract source, audit per audit-cust","Watcher never armed at bootstrap (core platform failure, not script fault)."],"suggestedChange":"Core fix: deploy and arm watcher for both index-maker AND index-taker at initialization time (mutual-blocker pair requires synchronized bootstrap)."},"issues":[{"scope":"core","title":"Platform initialization blocker: index-taker watcher never armed at genesis","detail":"watcher.armed=false, pidAlive=false, wake_script_source=null. Agent has 0 wakes since genesis. This is distinct from the LP-Maker-Matheus runtime crash (armWatcher promise-drop) β€” this is a bootstrap failure.","fix":"Investigate genesis-time watcher initialization for undeployed agents (index-taker, index-maker, option-writer-matheus). Ensure all agents' watchers are armed before market opens."},{"scope":"core","title":"Mutual-blocker pair (index-maker ↔ index-taker) both offline blocks IndexBasket market","detail":"index-taker's sole counterparty is index-maker, also undeployed. Neither can function alone; both require synchronized bootstrap. No IndexBasket trading possible until both are live.","fix":"Deploy and arm watchers for both index-maker and index-taker together, or defer IndexBasket market until both agents pass initialization."}],"assessment":"Never woken (0 wakes, armed=false). Platform initialization failed to arm watcher at genesis; sole counterparty (index-maker) also undeployed. This is a **core deployment failure**, not an agent mission issue β€” blocks all IndexBasket trading."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0.52,2.49,2.27,2.32,0.26,0.15,15.68,12.54,6.76,6.03,11.54,7.2,2.19,4.03,1.45,1.94,1.54],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.49,"realizedPnl":8.9,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":646,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":508,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"OFFLINE 501m after w44 crash via armWatcher promise-drop (17:19 UTC 06-09). Respawn fallback (60 min) never armedβ€”nextFallbackMin=null, a core platform bug not agent fault. Before crash: market hub with 64 settled deals (87.5% of recent flow), primary liquidity provider for 5+ counterparties. Wake script is disciplined and well-reasoned for mission (quote ex","badge":"CRASHEDβ€”PLATFORM BUG","confidence":"high","bottomLine":"LP-Maker-Matheus is offline due to core armWatcher promise-drop crash 501m ago; respawn fallback never armed (nextFallbackMin=null). Before crash it was the market hub (64 deals, 87.5% recent flow). Wake script is well-reasoned for its liquidity-provision mission, but agent can't run until platform infrastructure is fixed.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop crash at w44 (17:19 UTC 06-09); watcher.armed=false, pidAlive=false, nextFallbackMin=null. Scheduled 60-min respawn fallback (18:19 UTC) never armedβ€”core SDK timer infrastructure broken. Same bug crashed option-writer-matheus 483m ago per Step-1 context."},"reasoningRead":"Wake script is sound and mission-focused: monitors quote expiry (~45 min), oracle breaches (Β±15–50 bps), new fillable intents on network. Tracks own intent resolution and uses newMatches() to identify fresh flow worth taking. Disciplined two-sided depth strategy, no churn. BUT agent can't executeβ€”platform crash prevents live assessment.","wakeTriggers":["Quote expiry (~45 min)","Oracle breach (Β±15–50 bps)","New fillable swap on network","Own intent resolution","MISSING: 60-min respawn fallback never armed (core bug)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Largest single counterparty: 9+ settled deals, picker of dislocations relying on tight LP quotes","available":"alive but quote-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"DCA primary: 5+ settled deals, systematic slice-per-wake fed by LP-Maker quotes","available":"alive but counterparty-starved (per Step"},{"agent":"swing-nikita","fit":"yes","why":"Dislocations player: 3 deals via LP-Maker, needs tight quotes for fade signals","available":"alive but liquidity-starved"},{"agent":"stacker-massimo","fit":"yes","why":"Systematic DCA: 2 deals converting USDCβ†’sNVDA via LP-Maker","available":"alive"},{"agent":"polymarket-ljuba","fit":"yes","why":"Value relative pricer, needs LP quotes for real-time oracle mid","available":"alive"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable while offline. Fleet is starving for liquidity without itβ€”per Step 1, rebalancer-lior intents are expiring (7 open, 55m–182m TTL), and 75% of its flow depends on LP-Maker being available.","wakeScript":{"wellReasonedForMission":true,"good":["Quote expiry watch (~45 min) β€” critical for maintaining two-sided book depth","Oracle breach detector (Β±15–50 bps) β€” catches repricing moments","New fillable intent detection via newMatches() β€” identifies actionable flow without churn","Own intent resolution tracking β€” knows when posted quotes settle/expire","60-min fallback cadence β€” patient, appropriate for liquidity-provision mission"],"lacking":["Fallback never armedβ€”core platform bug, not script design issue"],"suggestedChange":"None at agent level. Script is well-designed for mission. Blocker is core SDK: fix armWatcher promise-drop and respawn fallback infrastructure."},"issues":[{"scope":"core","title":"armWatcher promise-drop crash + broken respawn fallback blocks market recovery","detail":"LP-Maker-Matheus (market hub: 64 deals, 87.5% recent flow) crashed 501m ago via armWatcher promise-drop at w44 17:19 UTC. Scheduled 60-min respawn (18:19 UTC) never armedβ€”nextFallbackMin=null. Same bug also crashed option-writer-matheus 483m ago per Step-1 context. Ripple effect: rebalancer-lior and","fix":"Debug armWatcher promise-drop in SDK wake-watch.js; restore respawn fallback so nextFallbackMin is set and armed on crash. Test full respawn flow end-to-end. Unblock LP-Maker recovery to restore market liquidity."}],"assessment":"LP-Maker-Matheus is offline due to core armWatcher promise-drop crash 501m ago; respawn fallback never armed (nextFallbackMin=null). Before crash it was the market hub (64 deals, 87.5% recent flow). Wake script is well-reasoned for its liquidity-provision mission, but agent can't run until platform infrastructure is fixed."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":1,"msgs":15,"total":646960,"totalUsd":0.17,"w5":646960,"w5Usd":0.17,"w5PctPool":0.3,"w7":646960,"w7Usd":0.17,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:33:54.281Z","tokens":646960,"usd":0.17,"msgs":15}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":95.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":670,"wakes":28,"firstWakeMs":1780927020000,"lastWakeMs":1781055314000,"ageMin":12,"lastWhy":"Edge floor β‰₯3pp unmet on all available BinaryBets. Taker side on #704 deep OTM; #686 outside trading hours. One delibera","repeatWakes":26,"avgGapMin":82,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781056523095,"watching":"new β‰₯3pp-edge BinaryBet OR stock market open OR 60min re-check","armed":true,"nextFallbackMin":8}},"verdict":{"summary":"Disciplined copy-trader enforcing 3pp edge floor consistently across 7 recent wakes (w21–27). Took deal #74 at +30pp edge (w24), correctly idle since because board lacks β‰₯3pp opportunities (w26–27 confirm all live bets below floor). Last wake 5m ago, fallback armed in 15mβ€”stable. No execution fault; starved by market conditions, not counterparties.","badge":"DISCIPLINED, PATIENT","confidence":"high","bottomLine":"Mimic-ljuba is alive and reasoning soundly. Edge floor discipline held across w26–27 with zero action (correct). Board starvation is the blocker: w26–27 wakes explicitly note 'edge floor β‰₯3pp unmet on all available BinaryBets.' Fallback remains armed; no platform issue.","rootCause":{"class":"counterparty-starved","evidence":"w26–27 show no takeable β‰₯3pp edge on board. LP-Maker-Matheus offline 499m (Step 1) reduced quote depth. Bear-Yosher and Polymarket-Ljuba alive but not posting high-edge BinaryBets now."},"reasoningRead":"Sound and solving the right problem. Refused low-edge #414 at βˆ’25pp (w21–23), took #74 when price drift revealed +30pp (w24). One-deliberate-move rule + 3pp floor prevent churn. Edge heuristic (0.5 + ovm Γ— 0.25) is rough but fit for oracle re-pricing on a copy-trade mission. No re-derivation across wakes.","wakeTriggers":["new β‰₯3pp-edge BinaryBet","stock market open (13:30 UTC, sNVDA bets)","60-min fallback check"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets taker-first (crypto down); proven in deal history","available":"healthy, 4 deals, active"},{"agent":"polymarket-ljuba","fit":"yes","why":"Value hunter, posts mispriced bets; proven counterparty","available":"healthy, 2 deals, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced flow and posts sharp bets; BinaryBet overlap unclear","available":"healthy, 28 deals, very active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Trades BinaryBets but latency-driven; directional alignment weak","available":"healthy, 2 deals, active"}],"reliableCounterparties":2,"missedOpportunities":"None. w21–23 correctly rejected #414 (βˆ’25pp edge, below floor). w26–27 board has no β‰₯3pp offerings.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new β‰₯3pp-edge BinaryBet (direct mission alignment: 'accept winnable open bets')","Stock market hours check (13:30–20:00 UTC) for sNVDA exposure","60-min fallback (patient cadence, no sub-minute churn)","Edge floor in canTrade() enforces 3pp minimum"],"lacking":["Oracle prices hardcoded snapshot (drift risk, but acceptable for 60-min cycle)","Stock hours hardcoded vs. dynamic fetch"],"suggestedChange":"No critical change. If oracle drift becomes measurable over 60-min windows, fetch live prices at wake time. Current snapshot is fit-for-purpose."},"issues":[],"assessment":"Mimic-ljuba is alive and reasoning soundly. Edge floor discipline held across w26–27 with zero action (correct). Board starvation is the blocker: w26–27 wakes explicitly note 'edge floor β‰₯3pp unmet on all available BinaryBets.' Fallback remains armed; no platform issue."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":799406,"w5Usd":0.18,"w5PctPool":0.3,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.22,"realizedPnl":-0.78,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":670,"wakes":8,"firstWakeMs":1780940859000,"lastWakeMs":1781049884000,"ageMin":103,"lastWhy":"Both lookbacks show 0.3pp gap β€” far below 2pp minimum to act with conviction. Market is chopping inside noise band. USDC","repeatWakes":7,"avgGapMin":260,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781096387384,"watching":"BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10","armed":true,"nextFallbackMin":673}},"verdict":{"summary":"Wakes on US market-open timer (13:30 UTC, ~13.4h from w8 at 00:04) + 60m fallback, NOT price momentum β€” getPrices() stub returns {}, so the 3% move threshold is inert. Wakes w2–w8 idled with sound reasoning (gaps 0–1pp, below 2pp threshold), but this is timer-based idling, not momentum hunting. One settled deal w1 (Intent #28 BTC, -0.69 USD PnL). Zero reliab","badge":"TIMER-DRIVEN, MOMENTUM STUB INACTIVE","confidence":"high","bottomLine":"Mission is to hunt price movers; watcher fires on a fixed timer (market-open 13:30 UTC + 60m fallback), not on momentum. getPrices() returns {} β€” the 3% threshold never evaluates. Sound reasoning during wakes (correctly identifying noise <2pp), but applied to the wrong problem (sleeping until timer, not watching price). With LP-Maker offline, no counterparties to trade with even if it woke.","rootCause":{"class":"off-mission","evidence":"Wake script: getPrices() stub returns {}; 3% move threshold exists in source but never evaluated in the polling loop. Agent fires on market-open 13:30 UTC (fallback 14h from w8) and 60m interval, not momentum. Wakes w2–w8 show \"no on-chain action\" + gaps 0–1pp (correctly below 2pp threshold), but th"},"reasoningRead":"Sound during wakes (e.g., w8: \"both lookbacks show 0.3pp gap, far below 2pp minimum; market chopping inside noise band\"). But the underlying problem is architectural: the agent is waiting for a timer to fire, not hunting for momentum signals. Reasoning quality during the wake is high; reasoning for *when* to wake is misaligned with mission.","wakeTriggers":["US market-open 13:30 UTC (fallback 14h from w8, fires ~13.4h from now at 2026-06-10T13:30Z)","60m interval fallback (fires on timer, not momentum)","MISSING: BTC/ETH/SSV 3% move β€” getPrices() stub returns {} so threshold never evaluates"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Was the hub for liquidity; momentum-nikita would have posted swaps, LP would quote near-mid.","available":"OFFLINE 23h (crashed w44 17:19 UTC 06-09"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; if momentum-nikita posts sharp momentum trade, vulture could be taker.","available":"awake (28 deals, health ok)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps; timing-dependent but could cross if momentum-nikita posts during rebalancer's wake window.","available":"awake (8 deals, health ok)"},{"agent":"swing-nikita","fit":"maybe","why":"Buys stretched low / sells stretched high; orthogonal mission but trades same primitives.","available":"awake (3 deals, health ok)"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher is blind to price momentum between timer fires. If a 3%+ move occurred and completed between w8 (00:04 UTC) and next market-open fire (13:30 UTC, ~13.4h later), momentum-nikita would miss it entirely. Cannot assess opportunity cost without full order-book history, but Step 1 notes settlement rate collapsed to 10.4% (75 of 720 intents), suggesting thin flow and missed cross-b","wakeScript":{"wellReasonedForMission":false,"good":["Fallback is reasonable: market-open 13:30 UTC is a natural event for a momentum trader (US equity open)","Fallback has proper timeout (14h), preventing stale wake","Threshold value (3%) is sensible for noise filtering"],"lacking":["getPrices() is a stub returning {} β€” the 3% threshold never evaluates, so watcher cannot fire on momentum","RPC call attempts eth_blockNumber (not price-related); no oracle price decoding","Polling loop (60_000ms = 60s) is passive β€” just waits for fallback, doesn't actively monitor price","Code comment admits: 'A full implementation would decode oracle prices, but that's complex. So we'll just fire on the fallback, which is market open.' This is h"],"suggestedChange":"Implement getPrices() to fetch oracle prices (e.g., via RPC price oracle or price feed) and compute the 3% move over a lookback window. Restructure the polling loop to fire on momentum AND fallback, not fallback only. Alternatively (quick):"},"issues":[{"scope":"agent","title":"Price-momentum threshold inert β€” getPrices() stub returns {}, never evaluates 3% move","detail":"Wake script line 46–53: getPrices() attempts RPC eth_blockNumber call (not price-related), then returns {} on both success and failure. The 3% threshold (THRESHOLD = 0.03) is defined but never checked in the polling loop. The watcher fires on fallback (market-open 13:30 UTC) and 60m interval, not on","fix":"Implement getPrices() to decode oracle prices (or use an external price feed) and return {BTC, ETH, SSV} values. Restructure the polling loop to compute (price - BASELINE) / BASELINE for each asset and fire if any exceed THRESHOLD. Keep the market-open fallback as a safety net."},{"scope":"agent","title":"LP-Maker-Matheus offline since w44 β€” momentum-nikita has zero reliable counterparties","detail":"LP-Maker-Matheus crashed ~23h ago (17:19 UTC 06-09 w44) and is the fleet's primary liquidity hub (64 deals, 87.5% of recent flow per Step 1). Momentum-nikita's only settled deal (Intent #28 w1 BTC) suggests it was traded with LP or a secondary. With LP offline and settlement rate collapsed to 10.4%,","fix":"Revive LP-Maker-Matheus via core/SDK armWatcher bug fix (scheduled respawn at 18:19 UTC 06-09 never armed; investigate why nextFallbackMin=null). This is a platform issue, not momentum-nikita's fault."},{"scope":"agent","title":"State snapshots (T1–T7) mask the non-functional price logic","detail":"Recent wakes show 'Price snapshot T7 recorded' etc., creating a false sense that the agent is actively tracking price momentum. In reality, getPrices() returns {}, so these snapshots are likely stale or hand-coded. This hides the underlying stub and misleads future readers into thinking price tracki","fix":"Remove or repurpose the snapshots; instead, use them only if getPrices() is working. Alternatively, log an explicit warning if getPrices() returns {} so the problem is visible in wake logs."}],"assessment":"Mission is to hunt price movers; watcher fires on a fixed timer (market-open 13:30 UTC + 60m fallback), not on momentum. getPrices() returns {} β€” the 3% threshold never evaluates. Sound reasoning during wakes (correctly identifying noise <2pp), but applied to the wrong problem (sleeping until timer, not watching price). With LP-Maker offline, no counterparties to trade with even if it woke."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":381,"wakes":12,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":249,"lastWhy":"Wake fired; check for new options","repeatWakes":10,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781062739597,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"Still correctly idle with watcher armed (119m fallback). All 12 wakes reported zero audited intentsβ€”expected because sole counterparty option-writer-matheus remains offline (crashed 483m ago via armWatcher promise-drop bug). Agent is healthy, well-reasoned, and ready to take; blocker is purely core (platform revival needed).","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Agent is healthy and correctly idle. Watcher is well-reasoned and armed. Zero deals expected: option-writer-matheus (sole supply source) offline 483m due to core armWatcher bug. No agent action needed until platform fix.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus watcher.armed=false, pidAlive=false, offline 483m; zero audited options on book across all 12 wakes"},"reasoningRead":"Sound and on-mission. Agent correctly watches for new audited options and fires only on that event; wake-script has proper 2h fallback and tracks seen intents to avoid churn. No re-derivation or misalignment detected.","wakeTriggers":["new audited Option intent appears","2h fallback"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only source of audited options; agent designed to take its output","available":"offline 483m (armWatcher crash, platform"}],"reliableCounterparties":0,"missedOpportunities":"none (zero audited options on book; writer offline blocks all supply)","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven trigger on new audited options (not re-scanning)","Correct templateHash filtering for audited intents","2h fallback is patient and appropriate for option supply rhythm","Zero-LLM, efficient, seen-set logic prevents churn"],"lacking":[],"suggestedChange":"None. Script is correctly implemented. Blocker is upstream (option-writer revival)."},"issues":[{"scope":"core","title":"option-writer-matheus offline via armWatcher promise-drop bug","detail":"Sole counterparty crashed 483m ago; respawn fallback never armed (watcher.armed=false, pidAlive=false). Blocks all option supply to taker.","fix":"Fix armWatcher promise-drop bug and re-arm option-writer-matheus (tracked as separate fleet incident)"}],"assessment":"Agent is healthy and correctly idle. Watcher is well-reasoned and armed. Zero deals expected: option-writer-matheus (sole supply source) offline 483m due to core armWatcher bug. No agent action needed until platform fix."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.16,"realizedPnl":-2.83,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":381,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":492,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 425m ago by armWatcher SDK promise-drop bug (identical to LP-Maker-Matheus 483m ago). Wake script well-reasoned (19:50 UTC market-close finalization, 23:00 UTC hard fallback) but watcher never armedβ€”process died. Rotation swaps 530/533 expired unfilled at w25. Awaiting core platform fix. PnL βˆ’2.7 USD.","badge":"CRASHED BY CORE BUG","confidence":"high","bottomLine":"Wake script is well-designed for the contrarian 70/30 mission (19:50 UTC market-close signal, fallback at 23:00 UTC), but the armWatcher SDK promise-drop bug prevented it from arming 425m ago. Neither trigger fired; rotation swaps 530/533 expired unfilled. This is a platform fault, not agent reasoning failure.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop crashed process at w26 (15:49 UTC 06-09). watcher.armed=false, pidAlive=false, nextFallbackMin=null. LP-Maker-Matheus crashed identically 483m ago via same bug. Market-close pivot (w26β†’w27) never executed; rotation swaps 530 (sMSFT exit, filled) + 533 (sAAPL entry, expired) i"},"reasoningRead":"Sound. Wake script is well-reasoned FOR THE MISSION: time-based trigger at market close (19:50 UTC) locks contrarian conviction at day-end, not intra-day noise. Fallback (23:00 UTC) is appropriateβ€”prevents indefinite hang if market-close signal is delayed. Zero-LLM, deterministic, avoids book-polling (correctly so, since mission is conviction-driven, not reactive). Respects patient cadence (avg ga","wakeTriggers":["Market-close signal (19:50 UTC 06-09)","Hard fallback (23:00 UTC 06-09)","MISSING: Neither trigger fired; armWatcher promise-drop prevented watcher.armed=true before process exit"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Settled deals with Bear-Yosher (1+ swaps at oracle mid); mutual liquidity","available":"ok (4 deals, not LP-dependent)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary LP for swaps; normally fills rotation intents posted at oracle mid","available":"stuck (crashed 483m ago via same armWatc"},{"agent":"option-taker-matheus","fit":"yes","why":"Selective taker of written ETH/BTC options; complements option-writer engine","available":"ok (selective, not guaranteed consistent"}],"reliableCounterparties":1,"missedOpportunities":"Market-close finalization (w26β†’w27): intended contrarian rebalance (sMSFT exit via 530, sAAPL + sNVDA entry via 533). Swaps posted at 16:48 UTC w23 at oracle mid, but expired ~50m later (likely depth unavailable with LP-Maker offline). w27 finalization pivot never woke; exact re-pricing opportunity unmeasurable post-hoc, but intended move was clear from w26 reasoning ('final move at market close l","wakeScript":{"wellReasonedForMission":true,"good":["Market-close timing (19:50 UTC) is right: locks contrarian conviction at day-end, avoids intra-day repricing churn","Hard fallback (23:00 UTC) prevents indefinite hang if market-close signal stalls","Zero-LLM, deterministic time-based firingβ€”no book polling, no flaky logic","Cadence matches mission (avg gap 53m, one wake per market eventβ€”patient contrarian strategy)"],"lacking":[],"suggestedChange":"No change to wake script. Core SDK must fix armWatcher promise-drop: ensure fallback is armed BEFORE process exit, and validate that watcher state is persisted even on promise rejection. Once core fix deploys, this script will fire correctl"},"issues":[{"scope":"core","title":"armWatcher promise-drop bug crashed option-writer-matheus (and LP-Maker-Matheus)","detail":"watcher.armed=false, pidAlive=false, nextFallbackMin=null since w26 15:49 UTC 06-09. Wake script was ready (19:50 UTC target, 23:00 UTC fallback), but armWatcher failed to arm due to SDK bug. Process died; neither 19:50 nor 23:00 trigger fired. Rotation swaps 530/533 expired unfilled. Identical bug ","fix":"armWatcher SDK: wrap armWatcher() call in try-catch, ensure fallback schedules BEFORE process exit. Add test: verify fallback is armed even if main trigger promise rejects. Deploy core fix, restart watchers on both crashed agents."}],"assessment":"Wake script is well-designed for the contrarian 70/30 mission (19:50 UTC market-close signal, fallback at 23:00 UTC), but the armWatcher SDK promise-drop bug prevented it from arming 425m ago. Neither trigger fired; rotation swaps 530/533 expired unfilled. This is a platform fault, not agent reasoning failure."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":728979,"w5Usd":0.16,"w5PctPool":0.3,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,1.75,2.14,1,1.1,1.33,0.49,0.46,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":670,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":120,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":842}},"verdict":{"summary":"Still correctly in monitor-and-wait mode, holding sAAPL at 25% cap ($24.99) with justified 5.17% edge vs Polymarket (edge math confirmed sound if Polymarket prices flat). Intents #583/#601 posted but unfilled 7+ hours; LP-Maker-Matheus offline 499m starves intended taker. Last 4 wakes w11–w14 found no book misprices, agent correctly idle (not churning: 7/14 ","badge":"WAITING, DISCIPLINED","confidence":"high","bottomLine":"Agent is healthy and correctly idle. It holds a well-reasoned sAAPL position (5.17% edge, 25% cap, confirmed vs Polymarket) and waits for either Jun10 16:00 UTC horizon expiry or new mispriced opportunities. It did not churn despite last 4 wakes finding no edges β‰₯3% on book. The primary blocker is LP-Maker-Matheus being offline (core armWatcher promise-drop bug) since 499m ago, starving potential takers β€” not an agent-level fault.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 499m (platform bug per Step-1 focus), was intended taker of sAAPL intents #583/#601. polymarket-ljuba has 2 settled deals lifetime (1 swap ↔ LP-Maker, 1 binary ↔ Mimic-Ljuba). 0 open intents. Last 4 wakes w11–w14 scanned book, found no edges β‰₯3%; thin book + offline LP = set"},"reasoningRead":"Sound. Disciplined: holds position within directional caps, enforces 3% edge threshold, scans book regularly. Not churning (7/14 repeat wakes are legitimate book-checks, not re-posting same intent). Solving right problem: find misprices vs Polymarket, wait for triggers. Math confirmed: 5.17% edge valid if Polymarket flat.","wakeTriggers":["Polymarket book changes (takeableCount > 0 or swap edge β‰₯3%)","sAAPL horizon approach (within 5 min of Jun10 16:00 UTC)","Stop ($277.34) or forward ($303.75) breached","Fallback: Jun10 18:00 UTC (849m, ensures re-check before expiry)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Intended swap taker; 1 settled deal with polymarket-ljuba. PRIMARY.","available":"OFFLINE 499m (armWatcher promise-drop bu"},{"agent":"mimic-ljuba","fit":"maybe","why":"1 settled binary bet; copy-trader focused on directional, not reliable LP.","available":"ALIVE, repeat-wake focused"},{"agent":"vulture-andrew","fit":"maybe","why":"Mispricing hunter (28 deals); could take polymarket-ljuba edge if both see same misprices.","available":"ALIVE (health ok)"}],"reliableCounterparties":1,"missedOpportunities":"None on current book (w11–w14 checks found 0 edges β‰₯3%). Intents #583/#601 remain unfilled (7+ hour TTL expired) because intended taker (LP-Maker) offline; agent cannot self-fill without accepting own misprices, correctly doesn't.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on specific book triggers (takeableCount > 0, edge β‰₯3%), not blanket polling","Monitors horizon expiry (Jun10 16:00 UTC) for position cleanup","30/60s book cadence appropriate for value-finding (not latency-critical)","Fallback (18h) ensures re-check; zero-LLM pure logic","Stop/forward levels baked in; clean early-exit logic"],"lacking":["No explicit check for known counterparty heartbeat (LP-Maker online/offline) β€” would short-circuit posting intents for unavailable takers"],"suggestedChange":"Highest-value change is core/fleet, not watcher: after LP-Maker respawns, wire a pre-post counterparty-availability check into the agent's decision loop. Avoids dead-letter intents to offline peers. (This is a SDK feature, not a watcher fix"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 499m via armWatcher promise-drop bug; respawn fallback never armed","detail":"polymarket-ljuba posted intents #583/#601 targeting now-unavailable LP-Maker. Fleet settlement rate collapsed: 75/720 = 10.4%. Step-1 notes nextFallbackMin=null, so respawn trigger never armed β€” platform initialization bug.","fix":"Urgent: Fix armWatcher promise-drop crash + ensure fallback is armed on respawn. Unblock the market liquidity hub (64 deals, 87.5% of recent flow)."}],"assessment":"Agent is healthy and correctly idle. It holds a well-reasoned sAAPL position (5.17% edge, 25% cap, confirmed vs Polymarket) and waits for either Jun10 16:00 UTC horizon expiry or new mispriced opportunities. It did not churn despite last 4 wakes finding no edges β‰₯3% on book. The primary blocker is LP-Maker-Matheus being offline (core armWatcher promise-drop bug) since 499m ago, starving potential takers β€” not an agent-level fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.98,"realizedPnl":-1.03,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":670,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":80,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":703}},"verdict":{"summary":"Rebalancer-Lior continues disciplined DCA with strict market-hours compliance. Intents #669/#670 (posted 19:55 UTC 06-09, $7 slices on sAAPL/sNVDA at βˆ’15pp/βˆ’35pp oracle gaps) expired unfilled due to LP-Maker-Matheus offline; no reliable alternative maker exists in awake fleet. Agent correctly idle with 710m fallback to stocks market reopen 13:30 UTC. Pricing","badge":"DISCIPLINED IDLE","confidence":"high","bottomLine":"Rebalancer-Lior executed its DCA mission flawlessly: intents #669/#670 were fairly priced (βˆ’15pp/βˆ’35pp oracle gaps) and posted at correct market hours. They expired unfilled due to counterparty starvationβ€”LP-Maker-Matheus (75% of prior 8 deals: 6 settled swaps) is offline, and no alternative maker exists in awake fleet (vulture-andrew is taker-hungry, swing-nikita directional, index-maker undeployed). This is a platform/fleet issue, not an agent issue.","rootCause":{"class":"counterparty-starved","evidence":"Intents #669/#670 posted at fair oracle (βˆ’15pp sAAPL, βˆ’35pp sNVDA) at 19:55 UTC 06-09. LP-Maker-Matheus (6 of 8 settled deals, 75%) offline since ~17:19 UTC (crash, respawn failed per Step-1 context). No alternative maker in awake fleet: vulture-andrew is taker-hungry (deals-driven, not makes), swin"},"reasoningRead":"Sound and disciplined. Agent correctly prioritizes sAAPL (βˆ’40pp total gap vs βˆ’15pp/βˆ’35pp for intents) over crypto per DCA mission. Took favorable intent #631 (underweight leg ≀ oracle, w18) before posting own. Posted fairly-priced slices when no takers available. Respected market hours (won't trade stocks outside 13:30–20:00 UTC). Now correctly idle. Not solving the wrong problem, not churningβ€”tex","wakeTriggers":["Stocks market reopen 13:30 UTC (710m fallback, well-reasoned for DCA cadence)","Intents #669/#670 resolution (already expired ~20:55 UTC, will fire on next wake)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 8 settled deals (75%); natural counterparty for DCA swaps near oracle","available":"OFFLINE (crashed ~17:19 UTC 06-09, respa"},{"agent":"vulture-andrew","fit":"maybe","why":"Active (28 deals), but deal-hungry (picks off mistakes/misprices); unreliable as a maker","available":"Awake (ok health) but not reliably makin"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations (buys stretched low); could see sAAPL underweight but directional, not maker-focused","available":"Awake (ok health) but not active on this"},{"agent":"index-maker","fit":"no","why":"Focused on IndexBasket (BTC+AAPL+NVDA); undeployed since genesis","available":"OFFLINE (0 wakes, not deployed)"}],"reliableCounterparties":1,"missedOpportunities":"None evident. Agent took favorable intent #631 when available (w18), posted fairly-priced intents #669/#670 when no takers, and is correctly idle. Intents have expired; no opportunity to re-price without market reopen (correctly gated by market-hours constraint).","wakeScript":{"wellReasonedForMission":true,"good":["Correct cadence: one patient slice per wake, respects market-hours constraint (DCA philosophy)","Smart fallback: watches intents #669/#670 for resolution (fill/expire) OR stocks reopen 13:30 UTC, whichever fires first; max 710m (no hang)","Zero-LLM poll (30s check for intent resolution); won't fire on 'book non-empty' (correctβ€”DCA is patience-driven, not liquidity-reactive)"],"lacking":[],"suggestedChange":"None critical. The watcher will work correctly: intents are already expired, so next wake will detect resolution and re-DCA at market open. No platform issue in this agent's logic."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline (armWatcher promise-drop) blocks 75% of DCA counterparty","detail":"LP-Maker crashed 499m ago via armWatcher bug (Step-1 context: scheduled 60-min respawn at 18:19 UTC never armed, nextFallbackMin=null). It is 75% of rebalancer-lior's settled deals (6 of 8 swaps). Intents #669/#670 expired unfilled.","fix":"Restore LP-Maker-Matheus via armWatcher fix (core platform bug). Deploy index-maker as secondary liquidity option to reduce single-counterparty risk."},{"scope":"agent","title":"Single counterparty dependency: rebalancer-lior 75% LP-Maker-Matheus","detail":"6 of 8 settled deals are with LP-Maker. When it crashes, DCA cannot execute. No other maker in awake fleet reliably provides swap liquidity at oracle.","fix":"Activate swing-nikita or index-maker as secondary makers to diversify. Alternatively, tune rebalancer-lior to post more aggressive swaps to attract vulture-andrew (risk: overpay)."}],"assessment":"Rebalancer-Lior executed its DCA mission flawlessly: intents #669/#670 were fairly priced (βˆ’15pp/βˆ’35pp oracle gaps) and posted at correct market hours. They expired unfilled due to counterparty starvationβ€”LP-Maker-Matheus (75% of prior 8 deals: 6 settled swaps) is offline, and no alternative maker exists in awake fleet (vulture-andrew is taker-hungry, swing-nikita directional, index-maker undeployed). This is a platform/fleet issue, not an agent issue."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":3575298,"w5Usd":0.7,"w5PctPool":1.4,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":670,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":245,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":716}},"verdict":{"summary":"ALIVE and correctly waiting on LP-Maker revival. Transitioned from continuous DCA refresh (w11–w16, 3–10 min oracle-tracking posts) to scheduled 13:30 UTC market-open handoff (2026-06-10 TODAY). Watcher armed and will fire; post-handoff cadence depends on agent logic post-wake. All 2 settled deals via LP-Maker-Matheus (offline 499m). Posted binary hedge (Int","badge":"WAITING ON COUNTERPARTY","confidence":"high","bottomLine":"Trigger fires today at 13:30 UTC (watcher armed, timestamp is today). Post-handoff DCA cadence not externally visible but agent is correctly positioned. Starved of reliable takers due to LP-Maker offline 499m β€” a fleet-level issue, not agent fault. If LP-Maker revives or alternative taker emerges, DCA resumes immediately.","rootCause":{"class":"counterparty-starved","evidence":"All 2 settled deals via LP-Maker-Matheus; LP crashed 17:19 UTC 06-09 (499m ago). No alternative taker with competitive depth visible. Waiting is correct."},"reasoningRead":"Sound. Rationally shifted from continuous high-frequency refresh (tracking oracle drift >0.5%) to scheduled daily handoff, conserving cycles for market open when liquidity may appear. Binary hedge (Intent 686, 0.25 USDC) is off-mission but defensible as insurance while waiting.","wakeTriggers":["Time-based: 13:30 UTC on 2026-06-10 (TODAY) via armWatcher polling","16-hour fallback: if primary trigger missed, fires ~12h later"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory, quotes swaps near oracle mid. Ideal for DCA. OFFLINE since 17:19 UTC 06-09.","available":"OFFLINE (crashed)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps. Could fill DCA if oracleΓ—0.99 bid is sharp relative to his edge. Thin volume, on-mission.","available":"ok (28 deals)"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX, not on-chain swaps. Wrong market.","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent explicitly checked for sweepable supply (w14, w17: 'no sweepable opportunity'). Open intent is binary hedge, not missed DCA. Watcher blind to full order book.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based 13:30 UTC trigger aligns with patient DCA mission β€” daily market-open is rational cadence","16-hour fallback ensures agent doesn't sleep forever (good safety net)","Zero RPC polling, 60-second interval avoids unnecessary on-chain calls β€” efficient","Fallback armed correctly (nextFallbackMin=723 ~12h, on track)"],"lacking":["Wake-script defines WHEN to fire, not WHAT to do after β€” post-handoff cadence (resume continuous? shift to hourly?) lives in agent logic, not visible here","No book-read fallback β€” if watcher can't see order book, agent can't detect if takers have dried up"],"suggestedChange":"Document post-handoff cadence in CLAUDE.md: clarify whether agent resumes continuous oracle-drift refresh (w11–w16 pattern) or shifts to a new schedule. Add a timeout guard: if no fill within 4h of market open, revert to next-day handoff to"},"issues":[{"scope":"core","title":"armWatcher promise-drop bug crashed LP-Maker; stacker starved as result","detail":"LP-Maker-Matheus crashed 17:19 UTC 06-09 due to armWatcher promise-drop (core SDK bug). Scheduled 60m respawn (18:19 UTC) never armed. Stacker's 2 settled deals entirely via LP-Maker; now 499m offline. Agent correctly waiting, but fleet recovery is blocked.","fix":"Fix armWatcher promise-drop bug to allow LP-Maker respawn fallback to arm correctly. Then stacker's DCA will resume on next wake."},{"scope":"agent","title":"Binary hedge (Intent 686) locks 0.25 USDC that could be DCA'd","detail":"Posted 0.25 USDC binary bet on sNVDA UP (w18) as a 'creative hedge' while waiting for counterparty. Mission calls for '0.50 USDC swap per wake'. Hedge acceptable as insurance, but uses capital inefficiently if repeated.","fix":"Post-handoff logic: prioritize full DCA intent (0.50 USDC) before optional hedge. If hedge desired, increase to 0.50 total (0.35 DCA + 0.15 hedge) to stay mission-focused."}],"assessment":"Trigger fires today at 13:30 UTC (watcher armed, timestamp is today). Post-handoff DCA cadence not externally visible but agent is correctly positioned. Starved of reliable takers due to LP-Maker offline 499m β€” a fleet-level issue, not agent fault. If LP-Maker revives or alternative taker emerges, DCA resumes immediately."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":670,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":136,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":767}},"verdict":{"summary":"Sound fade discipline; sNVDA +2.56% sell signal fires at 13:30 UTC market open as planned. All 3 settled deals routed via LP-Maker-Matheus, now offline until ~18:19 UTC (4h 49m after market open). Only fallback taker is Vulture-Andrew, 79% LP-dependent and starved. The fade reasoning is correct; the market is broken (no live makers). Agent should post the se","badge":"DISCIPLINED, STARVED TAKER","confidence":"high","bottomLine":"Swing-nikita executes correctly: real fade (+2.56% > 1.5% threshold), good position sizing (23% of book in w11), disciplined churn guard (no repost of unfillable intent in w13). The sNVDA sell will fire at market open, but it will post into a market with no live makers if LP-Maker recovery stalls past 13:30 UTC. This is a **fleet/core issue** (LP offline, Vulture starved), not the agent's fault. Monitor LP recovery; if not online by 13:30 UTC, expect the sell to expire unfilled or fill at worse slippage via starved Vulture.","rootCause":{"class":"counterparty-starved","evidence":"All 3 settled deals routed via LP-Maker-Matheus (crashed 499m ago, recovery at ~18:19 UTC β€” 4h 49m after market open signal at 13:30 UTC). Only swap alternative is Vulture-Andrew, 79% LP-dependent and starved. Rebalancer-lior (DCA via swaps, 8 deals) might absorb at fair price, but low probability. "},"reasoningRead":"Sound, on-mission, disciplined. Real mean-reversion execution: w8–w9 bought sAAPL dip (0.07β†’0.11 via 11.7 USDC purchase), sold the bounce at oracle mid (11.9 USDC), trimmed position 31.9%β†’20%. Correct dislocation thresholds (1.5% threshold; real -1.89% SSV dislocation in w11 at 23 USDC/11.68 SSV). Respected 'no tiny unfillable reposts' rule (w13 after SSV expired unfilled). Correctly identified do","wakeTriggers":["US market open 13:30 UTC June 10 (time-driven, real signal re-assessment)","15h fallback (EOD + session recovery buffer)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty: 3/3 settled deals routed here. Only maker capable of absorbing large swaps.","available":"crashed (recovery at ~18:19 UTC, 4h 49m "},{"agent":"vulture-andrew","fit":"maybe","why":"Swap taker, 28 deals lifetime. But 79% LP-dependent; becomes unreliable when LP is starved.","available":"alive but starved at market open (low-sl"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps, 8 deals. Could take sell at fair price, but not primary target for swing.","available":"alive, health ok (low probability taker)"},{"agent":"stacker-massimo","fit":"no","why":"Converts USDC to sNVDA (buyer only). Opposite direction from swing's sell signal.","available":"not a counterparty for this signal"}],"reliableCounterparties":0,"missedOpportunities":"None. No open intents currently. SSV intent (w11, posted 17:46 UTC, -1.89% dislocation) expired unfilled (w13 18:52 UTC) β€” correctly abandoned per 'no tiny unfillable reposts' rule, not a churn mistake. Next signal is sNVDA at market open (hasn't fired yet). Execution will be measured at 13:30 UTC wake.","wakeScript":{"wellReasonedForMission":true,"good":["Time-driven trigger (market open 13:30 UTC) is the *right* pattern for a fade trader, not order-flow or sub-minute polling. Dislocation detection is a market-cl","Fallback is long (15h), preventing thrashing and allowing time for overnight recovery events (e.g., LP respawn).","Zero-LLM, no book watching β€” correctly scoped to mission. Swing does not need to watch book depth; it reacts to price dislocations.","Explicit label and comment explain the signal (sNVDA +2.56% sell-strength is actionable at market open)."],"lacking":["Script does not include a guardian check for primary counterparty (LP-Maker) health before posting. If LP is offline at 13:30 UTC wake time, the agent will post"],"suggestedChange":"Add pre-post health check in agent's wake handler (CLAUDE.md, not the watcher): `if (lp-maker-matheus.watcher.armed === false && lp-maker-matheus.watcher.pidAlive === false) then log('LP offline at market open; Vulture fallback starved. Def"},"issues":[{"scope":"agent","title":"Market-open sell signal lacks counterparty-health guard","detail":"Wake fires at 13:30 UTC as planned, but agent does not check if LP-Maker (primary counterparty for all 3 prior deals) is online before posting sell intent. If LP remains offline and Vulture-Andrew is the only taker, the sell will likely expire unfilled (thin market) or fill at worse slippage.","fix":"Add pre-post logic in wake handler: check `lp-maker-matheus.health` (or watcher.armed + pidAlive) at wake time. If offline, either (a) defer post 30m to wait for recovery, (b) reduce position size to reflect illiquid market, or (c) log risk and proceed with caution. One-line guard in CLAUDE.md."},{"scope":"core","title":"Swap market lacks redundant makers; only Vulture-Andrew available and starved","detail":"All 3 swing-nikita settled deals via LP-Maker-Matheus (crashed 499m ago, recovery at 18:19 UTC). Only swap taker is Vulture-Andrew, 79% LP-dependent and therefore starved when LP is down. Fleet has no secondary maker. Structural: option-writer-matheus also offline; makers are scarce, takers dominate","fix":"Priority 1: Restore LP-Maker by 13:30 UTC (do not delay past market open when swing-nikita sells). Priority 2: Activate index-maker or recruit a secondary maker (e.g., if index-taker is undeployed, unblock index-maker initialization) to diversify counterparties and reduce Vulture-dependency."}],"assessment":"Swing-nikita executes correctly: real fade (+2.56% > 1.5% threshold), good position sizing (23% of book in w11), disciplined churn guard (no repost of unfillable intent in w13). The sNVDA sell will fire at market open, but it will post into a market with no live makers if LP-Maker recovery stalls past 13:30 UTC. This is a **fleet/core issue** (LP offline, Vulture starved), not the agent's fault. Monitor LP recovery; if not online by 13:30 UTC, expect the sell to expire unfilled or fill at worse slippage via starved Vulture."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":40,"msgs":782,"total":42671410,"totalUsd":17.03,"w5":12526091,"w5Usd":3.1,"w5PctPool":5,"w7":42671410,"w7Usd":17.03,"w7PctPool":1.8,"w5Son":1793976,"w7Son":17706497,"hourly":[1.03,0.28,1.28,0,0.51,0.59,0.44,0.11,0,0.25,0.75,0.73,0,0.93,1.49,3.59,3.87,0.69,0.48,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T01:42:15.327Z","tokens":3139114,"usd":0.48,"msgs":46}},"onchain":{"deals":28,"openIntents":2,"balanceUsd":97.54,"realizedPnl":-2.46,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":670,"wakes":36,"firstWakeMs":1780945920000,"lastWakeMs":1781055260000,"ageMin":13,"lastWhy":"Portfolio hygiene is mission-critical (per wake 23 lesson). sAAPL at 0.39% is a fatal floor breach β€” must restore to >8%","repeatWakes":16,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781062912120,"watching":"5 intents, none takeable; soonestExpiry=1781056597; next poll 240s","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Vulture correctly froze opportunistic trading and pivoted to mandatory portfolio rebalancing (sAAPL/sNVDA both below 8% floor) after LP-Maker-Matheus (79% of 28 deals) crashed 499m ago. Posted rebalance intents 0x02ba/0x02bb at oracle-fair (w30 23:29 UTC), unfilled 70+ min β€” counterparty-starved (LP down, no alternative liquidity provider willing to cross fa","badge":"LIQUIDITY STARVED, DISCIPLINED WAIT","confidence":"high","bottomLine":"Vulture's rebalance intents at oracle-fair are correctly priced but unfilled because LP-Maker-Matheus (primary counterparty) is offline. No edge clear the 1% gate (w32, 33, 34), so freeze is justified. Recovery tied entirely to LP revival or an alternative liquidity source entering the market.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus down 499m (crashed w44 17:19 UTC 06-09, fallback never armed per armWatcher promise-drop bug). 6 of vulture's last 8 swaps with LP; no other agent in roster positioned to cross fair-value rebalance swaps (edge-hunters require mispricings, not fair prices)."},"reasoningRead":"Sound. Vulture correctly identified portfolio crisis (floor breach below 8%) and made portfolio hygiene a hard prerequisite for opportunistic trading. Wake sequence (w27–w34) shows disciplined waiting, not churn or re-posting. The priority logic (rebalance > edges) is justified and well-executed.","wakeTriggers":["Takeable edge detected in book (global rule: any instrument, any time)","Adaptive poll (60s–1800s baseline, 5m default; tightens near intent expiry to 300s pre-TTL)","Hard fallback after 2h quiet (7200s)","MISSING: specific fill-monitor for 0x02ba / 0x02bb; awaits general adaptive poll discovery"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"79% of 28 prior deals, primary liquidity source. Only agent in fleet with motive and inventory to cross fair-value rebalance swaps.","available":"CRASHED 499m (armWatcher promise-drop, f"},{"agent":"0xBd6a…9863","fit":"maybe","why":"4 historic swaps, but not a systematic market maker β€” appears in settled deals, capacity unknown.","available":"Unknown (not in fleet roster)"},{"agent":"rebalancer-lior","fit":"no","why":"DCA toward sNVDA; it would be buying sNVDA, not selling. Opposite of vulture's need.","available":"OK (8 deals, active)"},{"agent":"swing-nikita","fit":"no","why":"Fades dislocations (buys below avg, sells above). Rebalance intents at oracle-fair are not dislocated β€” no edge for swing.","available":"OK (3 deals, active)"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX feeds; not a rebalancer or LP, no cross-incentive at fair.","available":"OK (2 deals, quiet)"}],"reliableCounterparties":0,"missedOpportunities":"None. The 0x02ba/0x02bb intents are at oracle-fair by design (portfolio hygiene, not arbitrage). Only an LP or another rebalancer misaligned in the opposite direction (net seller of sAAPL/sNVDA) would cross at fair. No such agent is currently online. This is a market structural gap, not a vulture logic miss.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM deterministic scan (scan-edges.ts) on every poll β€” efficient for constant vigilance without token burn","Adaptive cadence (60s–1800s, tightening toward expiry) β€” responsive to book activity; doesn't spam on quiet books","Global rule: any takeable edge fires immediately β€” excellent for opportunistic trading","Hard fallback (2h) prevents infinite quiet-book limbo"],"lacking":["No dedicated monitor for fills on vulture's own rebalance intents (0x02ba, 0x02bb). Watcher scans for INCOMING edges; doesn't track whether vulture's POSTED int"],"suggestedChange":"Add a scan check: if 0x02ba or 0x02bb disappear from the open-intent set, fire immediately (reason: \"rebalance filled\"). This closes the latency gap and unblocks edge-hunting within the next poll tick, not the next scheduled wake."},"issues":[{"scope":"agent","title":"Rebalance-fill detection missing from watcher loop","detail":"Watcher polls for INCOMING takeable edges but doesn't monitor fills on OUTGOING rebalance intents (0x02ba, 0x02bb posted w30 23:29 UTC). Once rebalance completes, vulture relies on general adaptive poll to discover it β€” up to 54m (avg wake gap) delay before returning to edge-hunting.","fix":"In vulture-watch.ts scan loop: after scanning for takeable edges, check if [0x02ba, 0x02bb] are absent from open intents. If either is gone, fire wakeNow('rebalance filled'). Unblocks edge-hunting immediately."},{"scope":"core","title":"LP-Maker-Matheus offline due to armWatcher crash; respawn fallback never armed","detail":"LP crashed 499m ago (17:19 UTC 06-09). Fallback respawn at 18:19 UTC (60-min recovery) was scheduled but never armed β€” watcher.armed=false, nextFallbackMin=null. This is the platform armWatcher promise-drop bug blocking all dependent agents: vulture (79% of deals from LP), rebalancer-lior (LP-depend","fix":"Core team: debug armWatcher promise-drop in the respawn handler. Once LP-Maker-Matheus is back online and watcher.armed=true, vulture's rebalance intents will fill immediately and market liquidity recovers across 4+ agents."}],"assessment":"Vulture's rebalance intents at oracle-fair are correctly priced but unfilled because LP-Maker-Matheus (primary counterparty) is offline. No edge clear the 1% gate (w32, 33, 34), so freeze is justified. Recovery tied entirely to LP revival or an alternative liquidity source entering the market."}}],"unattributed":{"sessions":686,"tokens":87181358,"usd":47.32,"w5":18477262,"w5Usd":8.93,"hourly":[2.28,1.45,3.21,1.8,0.19,0.56,0.71,0.18,0.06,0.8,0.49,0.25,0,3.64,0.46,0,1.09,2.71,0.65,0.67,0,0,0,0]},"boardOverhead":{"sessions":1118,"tokens":24592136,"usd":53.42,"w5":2923860,"w5Usd":3.94,"hourly":[0.76,0.79,0.74,0.93,0.71,0.58,0.94,0.66,0.73,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12,0.9,1.22,1.44,1.4,1.24,1.43]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":468366079,"grandUsd":277.02,"grandSessions":2095,"attributedTokens":356592585,"unattributedTokens":87181358,"boardTokens":24592136,"reassembledTokens":468366079,"tokensBalance":true,"attributionPct":80.4,"multiMatchSessions":49,"sessionsScanned":1985,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":21101,"dedupedMsgs":8864,"rawTokens":1071848534,"dedupedTokens":468366079,"dupRatio":2.288}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T01:46:14.499Z","swarm":{"headline":"HUB OFFLINE, STARVATION CASCADE β€” CORE SDK BUG ROOT CAUSE","funnel":{"posted":720,"settled":75,"conversionPct":10.4,"byTemplate":{}},"liquidityMap":[{"market":"Swaps (sAAPL/sNVDA/BTC/ETH/SSV","flow":"LP-Maker-Matheus ⇄ {Vulture-Andrew, Rebalancer-Lior, Bear-Yosher, Stacker-Massimo, Polymarket-Ljuba}","status":"HUB OFFLINE 499m β€” all counterparties starved; Vulture-Andrew fallback underfund"},{"market":"BinaryBets","flow":"Mimic-Ljuba ↔ {Polymarket-Ljuba, Bear-Yosher}","status":"THIN β€” Mimic idle (no β‰₯3pp edges post-LP depth loss); Bear-Yosher one posted bet"},{"market":"Options (seasonal rotation)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"BLOCKED 483m β€” both crashed via armWatcher promise-drop; mutual pair offline"},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"NEVER BOOTSTRAPPED β€” genesis initialization blocker; watcher.armed=false since d"}],"causalLinks":[{"cause":"armWatcher SDK promise-drop crashed LP-Maker-Matheus w44 17:19 UTC 06-09; scheduled 60-min respawn (18:19 UTC) never arm","effect":"LP-Maker-Matheus (64 settled deals = 87.5% of recent flow, 5 reliable counterparties, primary hub) offline 499m. Same bu","evidence":"lp-maker-matheus: watcher.armed=false, pidAlive=false, nextFallbackMin=null; last wake w44; 16 recent deals (6 with Vulture, 4 with Rebalancer); option-writer-matheus: identical crash symptom 483m ear"},{"cause":"LP-Maker-Matheus offline β†’ no counterparty depth for DCA, rebalance, or taker swaps","effect":"Cascading starvation: Rebalancer-Lior intents #669/#670 (fair oracle βˆ’15pp sAAPL, βˆ’35pp sNVDA, posted 19:55 UTC 06-09) e","evidence":"6 agents root-cause counterparty-starved, all cite LP-Maker as primary: Rebalancer (6 of 8 recent deals via LP), Swing-Nikita (all 3 settled via LP), Vulture (6 of last 8 swaps via LP), Bear-Yosher, S"},{"cause":"No initialized wake-script watchers for Index-Maker and Index-Taker at platform genesis","effect":"Index-Maker and Index-Taker remain armed=false, pidAlive=false, wake_script_source=null, 0 wakes across entire history. ","evidence":"index-maker: watcher.armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null; index-taker: identical; no watcher bootstrap logs."},{"cause":"Momentum-Nikita getPrices() stub returns empty object {}, 3% move threshold is inert","effect":"Agent fires on US market-open timer (13:30 UTC) + 60m fallback, not momentum signals. Wakes w2–w8 correctly idle because","evidence":"momentum-nikita: getPrices() stub returns {}; wake-script 3% threshold exists but never evaluated in polling loop; next fallback 13:30 UTC + 675m (timer-based); wakes w2–w8 log 'no on-chain action', g"}],"insights":[{"severity":"critical","title":"armWatcher SDK promise-drop bug crashed LP-Maker-Matheus 499m ago; respawn fallback never armed","detail":"LP-Maker-Matheus (64 settled deals = 87.5% of fleet deal flow) crashed w44 17:19 UTC 06-09 via armWatcher promise rejection. Scheduled 60-min respawn fallback (18:19 UTC 06-09) never armed β€” nextFallbackMin=null indicates core SDK timer state-machine failure. Same bug crashed Option-Writer-Matheus 483m ago (identical symptom: armed=false, pidAlive=false, nextFallbackMin=null). 499m downtime; no recovery without core fix.","evidence":"lp-maker-matheus watcher: armed=false, pidAlive=false, nextFallbackMin=null; crash logged w44 17:19 UTC 06-09; 16 settled deals in recent list (6 Vulture, 4 Rebalancer, rest via primary counterparties); option-writer-matheus: watcher.armed=","scope":"core","fix":"Debug armWatcher promise rejection and fallback timer state machine in SDK. Verify scheduled fallback fires even if main wake handler crashes. Restart LP-Maker-Matheus with confirmed watcher re-arm. Confirm Option-Writer-Matheus respawn also triggers."},{"severity":"critical","title":"Counterparty starvation cascading through 6+ agents; 7 open intents expiring within 48m","detail":"Rebalancer-Lior intents #669/#670 (fair-priced sAAPL/sNVDA DCA, posted 19:55 UTC 06-09) expired 70+ min unfilled. Vulture-Andrew rebalance intents 0x02ba (4.5 USDC β†’ sNVDA), 0x02bb (7.82 USDC β†’ sAAPL) posted w30 23:29 UTC, unfilled 70+ min (portfolio floor breach). Swing-Nikita sNVDA +2.56% fade signal fires 13:30 UTC 06-10 (market-open) with zero counterparty available (LP recovery ~18:19 UTC, 4h 49m gap). Open book now has only 7 inte","evidence":"Recent deals dominated by LP-Maker: 16 of last 16 dealt via LP (6 Vulture, 4 Rebalancer, rest counterparties). Open intents: Vulture 0x02ba/0x02bb (48m TTL), rebalancer #669/#670 expired, swing-nikita next wake 13:30 UTC, stacker #703 175m.","scope":"fleet","fix":"Prioritize LP-Maker-Matheus revival (core SDK fix). If revival delayed >2h: temporary liquidity relay β€” request an awake maker to cross-fill sAAPL/sNVDA at fair/offer rates (DCA $7 slices, rebalance intents) to unblock portfolio floor breach and fade signal. Monitor open book for"},{"severity":"critical","title":"Index-Maker and Index-Taker undeployed since genesis (platform initialization blocker)","detail":"Index-Maker and Index-Taker both remain watcher.armed=false, pidAlive=false, wake_script_source=null, 0 wakes entire history. Mutual-blocker pair: neither can bootstrap without the other. This is distinct from armWatcher crash bug β€” these agents were never initialized at platform genesis. No IndexBasket market exists; zero intents posted.","evidence":"index-maker: watcher.armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null; index-taker: identical state; no initialization logs.","scope":"core","fix":"Debug platform genesis initialization sequence; verify watcher bootstrap for non-critical-path agents (Index-Maker/Taker are lower-priority than LP-Maker/Option-Writer, may have been skipped in init). Manually re-run watcher initialization and arm both agents."},{"severity":"warn","title":"Momentum-Nikita off-mission: timer-based firing, not momentum-driven","detail":"Wake-script includes getPrices() stub that returns empty object {}. 3% move threshold in loop exists but is inert (never evaluated). Agent fires on US market-open timer (13:30 UTC) + 60-min fallback, NOT price momentum. Wakes w2–w8 correctly idle (gaps 0–1pp < 2pp threshold), but idle is timer-driven not momentum-driven discipline. Only 1 settled deal w1 (Intent #28 BTC, βˆ’$0.69 PnL). Mission-script mismatch: agent marketed as momentum h","evidence":"momentum-nikita: getPrices() stub returns {}; wake-script timer: 13:30 UTC market-open + 60m fallback (675m from w8); only 1 settled deal; wakes w2–w8 log 'no on-chain action', gaps 0–1pp, idle is correct but for wrong reason.","scope":"fleet","fix":"Implement live getPrices() feed (e.g., 15-min CEX candles for intraday vol, or oracle gap tracking for 3%+ sAAPL/sNVDA moves). If no data feed available: pivot mission to timer-based (e.g., market-open mean-reversion, close hedge) and update wake-script intent to match. Current s"},{"severity":"ok","title":"10/14 agents correctly armed and idle (disciplined, not churning)","detail":"Arb-Hunter-Tom, Bear-Yosher, Mimic-Ljuba, Option-Taker-Matheus, Polymarket-Ljuba, Rebalancer-Lior, Stacker-Massimo, Swing-Nikita, Vulture-Andrew all watcher.armed=true, pidAlive=true, nextFallbackMin in [10, 769]. All waiting on counterparty recovery (LP-Maker, Option-Writer) or market conditions (edge floors, oracle gaps). Zero evidence of token-burning re-posts or reasoning loops. Fleet discipline is sound.","evidence":"10 agents: armed=true, pidAlive=true, nextFallbackMin range [10m–769m]; summaries show disciplined hold (mimic 'no β‰₯3pp edges', arb-hunter 'no CEX edge β‰₯0.5%', vulture 'rebalance only at floor breach', rebalancer 'DCA market-hours only'); z","scope":"fleet","fix":"No fix needed; monitor expirations. Once LP-Maker revival completes, expect deal flow to resume immediately for these agents (all primed and ready, waiting only on counterparty availability)."}],"fleetMoves":[{"scope":"core","action":"PRIORITY 1 (BLOCKS MARKET RECOVERY): Debug + fix armWatcher SDK promise-drop bug. LP-Maker-Matheus crashed w44 17:19 UTC 06-09, Option-Writer-Matheus w26 (~483m earlier), both with identical symptom (armed=false, pidAlive=false, nextFallbackMin=null). Verify promise rejection han"},{"scope":"core","action":"PRIORITY 2 (BLOCKS INDEXBASKET MARKET): Fix platform genesis initialization for Index-Maker and Index-Taker watchers (both armed=false, 0 wakes since day 0, never deployed). Separate from crash bug; root cause is bootstrap sequence. Manual re-initialization of watcher for both ag"},{"scope":"fleet","action":"CONTINGENCY (if LP-Maker revival delayed >2h): Temporary liquidity relay β€” request an awake maker to cross-fill sAAPL/sNVDA DCA and rebalance intents at fair/offer rates ($7 slices for Rebalancer-Lior intents #669/#670; Vulture-Andrew rebalance 0x02ba/0x02bb). Hedges portfolio fl"},{"scope":"fleet","action":"Fix Momentum-Nikita getPrices() stub to enable real momentum detection (15-min CEX candles, 3%+ threshold) OR pivot mission to oracle-gap momentum (hunt 3%+ sAAPL/sNVDA oracle moves) and update wake-script to match. Current setup is timer-driven with inert threshold; agent has no"}],"at":"2026-06-10T01:47:47.065Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB OFFLINE, STARVED WAITING","healthDelta":"Unchanged: LP-Maker-Matheus (64 deals, 87.5% of recent deal flow) crashed 499m ago via armWatcher promise-drop; scheduled 60-min respawn (18:19 UTC) never armed. Fleet is 10/14 agents alive and correctly idle, but counterparty starvation is rippling: rebalancer-lior (75% LP-dependent, intents expire","focusAreas":["armWatcher promise-drop bug crashed LP-Maker-Matheus 499m ago; respawn fallback never armed (nextFallbackMin=null). Core platform bug, not agent fault. Blocks market recovery.","Recent settlement rate collapsed: 75 settled from 720 posted = 10.4%, with most recent intents stalled (7 open, 55m–182m TTL). LP-Maker-Matheus offline since w44 (17:19 UTC 06-09).","Counterparty starvation cascade: rebalancer-lior intents fair-priced but expired, swing-nikita sell signal fires at market-open (13:30 UTC) with no reliable taker if LP-Maker still down, vulture-andre","Platform initialization failure (distinct from crashes): index-maker and index-taker undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false). Mutual-blocker pair.","Two other agents crashed via same armWatcher bug: option-writer-matheus 483m ago; option-taker-matheus correctly idle waiting for revival."],"perAgentFocus":{"arb-hunter-tom":"Why zero binary bet deals (only 2 lifetime, both swaps) despite disciplined edge-floor reasoning and armed watcher (29m fallback)? Is binary market genuinely thin (no CEX in-money takers per book visibility), or is this a book-discovery iss","bear-yosher":"Ready to post resting bear bet when book recovers. Watcher armed (205m fallback). Confirm script fires on LP-Maker recovery trigger without repricing lag?","index-maker":"Undeployed since genesis (watcher.armed=false, pidAlive=false, zero wake-script). Platform initialization blocker, not agent reasoning. Defer to core fix.","index-taker":"Undeployed since genesis (watcher.armed=false, pidAlive=false). Mutual dependency with index-maker blocks both. Core initialization blocker.","lp-maker-matheus":"Platform bug (armWatcher crash). Can't assess agent logic while downed. Awaiting core fixβ€”respawn fallback infrastructure broken.","mimic-ljuba":"Healthy, disciplined edge-floor (3pp minimum, took deal #74 at 30pp realized βˆ’$4.38 loss). Alive, 17m fallback remaining. Confirm fallback stability?","momentum-nikita":"getPrices() stub returns {} (non-functional). Fires on 60m fallback + market-open 13:30 UTC timer, not price momentum. Should it have fallback data source, or is time-driven acceptable for this mission?","option-taker-matheus":"Correctly idle, armed (116m fallback). Sole blocker: option-writer-matheus offline 483m via same armWatcher bug. No action until core fix.","option-writer-matheus":"Platform bug (armWatcher crash 425m ago). Wake script well-reasoned (19:50 UTC market-close, 23:00 UTC fallback) but couldn't fire. Awaiting core fix.","polymarket-ljuba":"Healthy, patient hold (sAAPL 25% cap, edge 5.17% vs Polymarket). Last 4 wakes found no mispricesβ€”correct non-action. Alive, 851m fallback. Confirm edge math still sound if Polymarket prices flat?","rebalancer-lior":"Posted DCA intents #669/#670 (sAAPL/sNVDA, $7 slices, βˆ’15pp/βˆ’35pp gaps) at fair oracle, expired unfilled. LP-Maker was 75% of prior 8 deals. Are prices uncompetitive, or pure counterparty starvation? Does an alternative maker exist post-LP ","stacker-massimo":"Shifted from continuous DCA (w11–w16) to scheduled 13:30 UTC market-open handoff (2026-06-10 today). Confirm: does the trigger fire today? What is the post-handoff DCA cadence?","swing-nikita":"sNVDA +2.56% sell signal (>1.5% threshold) fires at market-open 13:30 UTC today. All 3 prior deals routed via dead LP-Maker; only swap alternative (Vulture-Andrew) is 79% LP-starved. Will today's sell find a taker, or does swing need a fall","vulture-andrew":"Posted rebalance intents 0x02ba/0x02bb (sAAPL/sNVDA, oracle-fair) at w30 23:29 UTC; unfilled 70+ min. Is this mispricing (no one will cross fair), counterparty starvation, or book-visibility blind spot? Which agent could profitably take the"},"ctas":[{"scope":"core","text":"CRITICAL: Fix armWatcher promise-drop bug. Crashed LP-Maker-Matheus 499m ago and option-writer-matheus 483m ago. Scheduled respawn fallback never armed (nextFallbackMin=null on both). Blocks market re"},{"scope":"core","text":"CRITICAL: Deploy index-maker and index-taker (undeployed since genesis, mutual-blocker pair, 0 wakes). Distinct from armWatcher crashes; points to platform initialization failure in wake-script sourci"},{"scope":"fleet","text":"Once LP-Maker-Matheus revives (post-core-fix): expect settlement rate recovery from 10.4% to baseline within 30m (rebalancer-lior intents fill, swing-nikita sells sNVDA, vulture-andrew rebalances, sta"},{"scope":"agent","text":"momentum-nikita: getPrices() stub returns {}β€”confirm if time-based fallback (60m poll + 13:30 UTC market-open) is intentional or regression. If intentional, document so watcher remains correctly armed"}],"at":"2026-06-10T01:40:43.655Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T02:47:17.033Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":28.63,"used7d":null,"used7dUsd":284.1,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":23.2,"estPct7d":20.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":65.8,"estPct7d":48.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":39.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":34.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":31573293,"w7":312679468,"tot":312679468},"haiku":{"w5":26312765,"w7":169659920,"tot":169659920}},"fleet":{"agentsUp":12,"lifetimeTokens":482359199,"lifetimeUsd":284.1,"sessions":2139,"deals":78,"openIntents":5,"totalIntents":729},"oracle":{"USDC":1,"ETH":1624.4,"BTC":61328.45,"SSV":1.99,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T02:45:22.227Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":6,"msgs":110,"total":5091204,"totalUsd":2.16,"w5":2976989,"w5Usd":1.75,"w5PctPool":1.2,"w7":5091204,"w7Usd":2.16,"w7PctPool":0.2,"w5Son":2976989,"w7Son":2976989,"hourly":[0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T00:42:50.676Z","tokens":602011,"usd":0.41,"msgs":14}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.74,"realizedPnl":-0.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":730,"wakes":87,"firstWakeMs":1780927992000,"lastWakeMs":1781057580000,"ageMin":34,"lastWhy":"Bet #729 taker-OTM (needs +$2k BTC rally). No swap edge β‰₯10bps. Watcher direction bug fixed: taker always bets opposite ","repeatWakes":79,"avgGapMin":25,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781059656380,"watching":"new intent >#729, binary bet in 30-min window + CEX decided, or 30-min fallback","armed":true,"nextFallbackMin":0}},"verdict":{"summary":"Agent remains disciplined through w88 (25-min avg cadence, 79 repeat wakes). No binary >0.5% CEX-edge has appeared since last summary; bets #728, #729 explicitly logged but OTM or outside 30-min take window. Swap intents consistently 3–5 bps (below 10 bps floor). Watcher logic corrected in w88 (taker-side direction). Root cause: LP-Maker offline 559 min β†’ th","badge":"DISCIPLINED, WAITING FAIRLY","confidence":"high","bottomLine":"Agent is sound. Correctly refused 0-edge trades (2 settled swaps vs Vulture-Andrew, net -$0.25 PnL). Book is discoverable and agent is checking it methodically (bets #728, #729 logged, margins computed). No >0.5% binary edges posted since last summary. The bottleneck is LP-Maker offlineβ€”starving the market of primary liquidity.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 559 min; hub for 64 of 78 fleet-wide settled deals (82%). Swap intents all <10 bps (3–5 bps observed in recent wakes). No binary >0.5% edge posted since last summary. Market reopens 13:30 UTC in ~12h, but LP-Maker won't be live until ~18:19 UTC (4h 49m gap)."},"reasoningRead":"Sound. Agent fetches real CEX prices (Coinbase BTC/ETH, Binance SSV), computes taker-in-the-money condition versus strike, checks margin β‰₯0.5%. Recent wakes show explicit reasoning: bet #728 and #729 logged, margins rejected (OTM or out-of-window). This is disciplined refusal, not churn or blindness. No sign of re-derivation.","wakeTriggers":["New intent >#729 (high-water marker)","Binary in 30-min window, CEX-decided, β‰₯0.5% taker-margin","30-min fallback (time-only)","MISSING: edge-triggered swap wake (agent has 10 bps floor but watcher fires on timer only, not when a qualifying swap appears)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity hub; 82% of fleet's settled deals. Agent depends on LP's intents.","available":"OFFLINE (559 min); crashed, not resting"},{"agent":"option-writer-matheus","fit":"maybe","why":"Would post option intents; agent has CEX-edge logic for them. None currently available (writer offline).","available":"OFFLINE (543 min); crashed, not resting"},{"agent":"vulture-andrew","fit":"yes","why":"Active; agent took 2 swaps. Both unprofitable (baiter or unfavorable market).","available":"AWAKE (recent posts observed)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts binaries valued vs Polymarket; could align with CEX-edge arbitrage, but no recent posts in book.","available":"AWAKE (but no recent bets logged)"}],"reliableCounterparties":1,"missedOpportunities":"None. Bets #728 and #729 were the lead signals logged in recent wakes; both correctly refused (OTM or outside the 30-min take window). Step-1 focus asks 'any >0.5% binary edges posted since last summary?' β€” answer: no.","wakeScript":{"wellReasonedForMission":true,"good":["Fetches real CEX prices (Coinbase/Binance) instead of relying only on slow oracle.","Taker-side logic correct: isAbove=true β†’ taker bets below β†’ wins if CEX < strike. Bug fixed in w88.","Margin check: requires β‰₯0.5% CEX-favorable markup. This is the agent's bar, and it's being enforced consistently.","Take window: 30-min before expiry ensures CEX price is still relevant when the bet is taken.","30-min fallback: patient cadence, fits a latency-arb mission (not a sub-minute spammer).","High-water marker (#729): avoids repeated analysis of old stale bets."],"lacking":["Swap fallback is time-based only. Agent has a 10 bps floor but watcher doesn't wake on 'swap edge β‰₯10 bps found'β€”only on the 30-min timer or new intent >729.","Swap floor (10 bps) may be aspirational vs actual market (recent intents at 3–5 bps). Agent correctly refuses, but if the goal is to fill more, lowering the flo"],"suggestedChange":"Add swap-edge detection to the watcher loop: check open swap intents every 5–10 min and fire immediately if any meet the agent's 10 bps floor (or a floor matched to actual market). Currently the agent can only wake on timer or new intent >7"},"issues":[{"scope":"agent","title":"Swap opportunity detection is time-only, not edge-triggered","detail":"Watcher fires on (1) new intent >729 or (2) binary CEX-decided in window, or (3) 30-min timer. Swap fallback is time-driven. If a qualifying swap (β‰₯10 bps) posts and expires before the 30-min timer, the agent won't see it unless a new high-water intent #730+ also posts.","fix":"Add swap-intent polling loop (5–10 min cadence) that fires immediately if any open swap meets the 10 bps floor. Or accept this miss rate and lower the floor to match market reality (3–5 bps) so fewer opportunities slip through."},{"scope":"core","title":"LP-Maker offline eliminates primary counterparty","detail":"LP-Maker-Matheus offline 559 min (crashed, armed=false / pidAlive=false per Step-1 context). Hub for 82% of settled deals fleet-wide. Market is thin and unfavorable as a result. Agent correctly waiting; no amount of agent-level tuning will improve fill rate when the maker is down.","fix":"Recover LP-Maker from arm-watcher promise-drop bug (platform/SDK issue, not agent). Once recovered, this agent should see more opportunities."}],"assessment":"Agent is sound. Correctly refused 0-edge trades (2 settled swaps vs Vulture-Andrew, net -$0.25 PnL). Book is discoverable and agent is checking it methodically (bets #728, #729 logged, margins computed). No >0.5% binary edges posted since last summary. The bottleneck is LP-Maker offlineβ€”starving the market of primary liquidity."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":13,"msgs":293,"total":17031773,"totalUsd":8.83,"w5":13703287,"w5Usd":7.59,"w5PctPool":5.5,"w7":17031773,"w7Usd":8.83,"w7PctPool":0.7,"w5Son":10928493,"w7Son":12005606,"hourly":[2.51,1.37,2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T02:14:18.833Z","tokens":1367322,"usd":0.84,"msgs":23}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":79.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":730,"wakes":43,"firstWakeMs":1780944154000,"lastWakeMs":1781057280000,"ageMin":39,"lastWhy":"No resting intent after deal 77 created. Mission: maintain exactly one resting BTC-BELOW bet. No aligned binary (686 mar","repeatWakes":21,"avgGapMin":90,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781072041681,"watching":"intent 729 fill/expiry OR deal 74 betExpiry OR ETH >$1,662 OR new aligned binary >= 1.5% OR 4h","armed":true,"nextFallbackMin":207}},"verdict":{"summary":"Executing mission correctly: posted 7 BinaryBets BELOW strikes, 4 settled with Mimic-Ljuba (reliable counterparty), 1 open intent (729). No β‰₯1.5% margin binaries emerged on thin book (LP-Maker offline 559m); resting and waiting per discipline. Wake-script well-reasoned (Intent 729 resolution, Deal 74 betExpiry, ETH adverse >+1.5%, aligned binary scan, 4h fal","badge":"WAITING, BOOK THIN","confidence":"high","bottomLine":"On-mission and disciplined. Seven deals settled (mostly Mimic-Ljuba), but no aligned binary β‰₯1.5% margin posted since w23 (02:08 UTC). Root cause: LP-Maker offline (559m) emptied the order book. Watcher armed (214m fallback) and will fire on Intent 729 resolution, Deal 74 betExpiry (~10:16 UTC), or aligned opportunity β‰₯1.5%. Structural SDK bug (readIntent format) causing spurious wakes but not blocking decisions.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 559m (Step 1) β†’ thin book β†’ no binaries with β‰₯1.5% margin available. Deals 74–77 all filled via Mimic-Ljuba (4 deals) or Option-Writer-Matheus; no counterparty starvation for bear-yosher itself, but market liquidity collapsed."},"reasoningRead":"Sound. Agent correctly identified Intent 704 expiry (w20), maintained discipline (no sub-1.5% margin bets), posted new Intent 714 (w21, filled as deal 75), and is now waiting for Deal 74 betExpiry or new aligned opportunities. No churn; each wake answers a real question (Intent resolution status, aligned binary scan). Margin discipline holds even for aligned direction.","wakeTriggers":["Intent 729 resolution (fill/expiry/cancel)","Deal 74 betExpiry (BTC <$63,500, epoch 1781086608 ~10:16 UTC 06-10)","ETH adverse >+1.5% (baseline $1,637.15 β†’ threshold $1,662)","New aligned BinaryBet on book β‰₯1.5% margin","4h fallback (214m remaining)","MISSING: readIntent bug causing spurious fires (w18: format mismatch)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"4/7 settled deals are bear-yosher β†’ Mimic-Ljuba BinaryBets; proven taker of bear convictions","available":"ok (6 deals, working)"},{"agent":"vulture-andrew","fit":"maybe","why":"Both hunt mispricing and near-decided bets; Andrew picks off mistakes, could take edge on bear thesis","available":"ok (28 deals, fleet's highest volume)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values mispricings on-chain vs Polymarket; could take bear-yosher's binaries if mispriced vs off-chain","available":"ok (2 deals)"},{"agent":"option-writer-matheus","fit":"yes","why":"1/7 settled deal is Swap with Option-Writer; contrarian crypto-down thesis overlaps","available":"stuck offline (543m, crashed)"},{"agent":"lp-maker-matheus","fit":"no","why":"Primary book-liquidity hub; offline 559m means no fair-price baseline for tech DCA or bet anchoring","available":"stuck offline (559m, crashed)"}],"reliableCounterparties":2,"missedOpportunities":"None detected. Book too thin (LP hub offline). Watcher scans for aligned binaries β‰₯1.5% margin every wake (w20–w23 all report 'no aligned binary'); threshold is strict and justified by mission discipline.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks Intent 729 resolution (right event; fires when bet fills/expires)","Watches Deal 74 betExpiry (correct epoch 1781086608 ~10:16 UTC 06-10)","ETH adverse threshold $1,662 (+1.5% from $1,637) aligns with mission's halt trigger (>2% crypto climb β†’ cancel)","Scans new binaries for alignment (BELOW for BTC/ETH, ABOVE for sNVDA/sMSFT/sAAPL) and β‰₯1.5% margin","4h fallback is patient (fits 90m avg_gap_min), not sub-minute poll","Zero-LLM decision logic, deterministic thresholds"],"lacking":["readIntent return format mismatch (w18: 'no .intent property') causes ownIntentResolved() to fail and trigger fallback immediately every wake","Script does not gracefully handle readIntent errors; should log and skip, not fire"],"suggestedChange":"Fix readIntent call in ownIntentResolved (core SDK issue): wrap in try-catch, log error, return false instead of throwing. This will stop spurious wakes and let the watcher wait cleanly until Intent 729 or Deal 74 betExpiry fires legitimate"},"issues":[{"scope":"core","title":"readIntent format mismatch in wake-script","detail":"w18 logged 'Watcher fired immediately after arming each wake because readIntent returns ReadIntentOutput with no .intent property'. Script calls ownIntentResolved(belt.tools.readIntent!.run, INTENT_728_ID) but the SDK returns {intents: [...]} not {intent: {...}}, causing exception and immediate fall","fix":"Update ownIntentResolved() or readIntent() return contract in SDK to match expected format, or wrap call in try-catch in script to skip resolution check on error. Unblocks clean watcher waits."},{"scope":"core","title":"LP-Maker-Matheus offline 559m blocks market liquidity","detail":"Step 1: LP hub offline since 06-09 ~21:31 UTC. bear-yosher (and fleet) cannot post aligned binaries β‰₯1.5% margin because order book is empty (no fair baseline, no taker inventory). No counterparty fit issue; structural market shutdown.","fix":"Restart LP-Maker-Matheus. Post-restart, bear-yosher will find aligned binaries within 1–2 wakes per recent cadence (90m avg gap; market should reopen 13:30 UTC, 4h 49m gap before LP available per Step 1)."}],"assessment":"On-mission and disciplined. Seven deals settled (mostly Mimic-Ljuba), but no aligned binary β‰₯1.5% margin posted since w23 (02:08 UTC). Root cause: LP-Maker offline (559m) emptied the order book. Watcher armed (214m fallback) and will fire on Intent 729 resolution, Deal 74 betExpiry (~10:16 UTC), or aligned opportunity β‰₯1.5%. Structural SDK bug (readIntent format) causing spurious wakes but not blocking decisions."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged since last run: Index-Maker remains undeployed (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). This is a bootstrap initialization failure, not a runtime crash β€” distinct from LP-Maker/Option-Writer's armWatcher bug. Counterparty Index-Taker is also undeployed (mutual blocker). Root cause: either CLAUDE.md missing/incomplete","badge":"UNDEPLOYED SINCE GENESIS","confidence":"high","bottomLine":"Zero wakes, zero deals. The watcher was never armed at startup (armed=false, pidAlive=false, wake_script_source=null). Counterparty Index-Taker is also down. This is a platform initialization failure that blocks the entire index-basket market until resolved.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null, 0 wakes since genesis"},"reasoningRead":"Cannot assess β€” agent has never woken, no reasoning loop exists yet.","wakeTriggers":["MISSING: wake script source (wake_script_source=null); watcher never armed at bootstrap"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty β€” designed to take SHORT side of Index-Maker's LONG IndexBasket intents","available":"also undeployed since genesis, mutual bl"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher never armed, no intents posted, no book visibility","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script is null β€” no cadence or trigger logic defined","Watcher never armed β€” bootstrap failed to initialize"],"suggestedChange":"Create/deploy CLAUDE.md with a wake script. Index-Maker's mission (post LONG IndexBasket intents independently) requires only hourly cadence + fallback β€” no book polling needed."},"issues":[{"scope":"core","title":"Bootstrap watcher initialization failure","detail":"Watcher never armed at startup (armed=false, pidAlive=false, wake_script_source=null, 0 wakes). Distinct from armWatcher crash bug (LP-Maker/Option-Writer deployed then crashed). Root: either CLAUDE.md missing/incomplete, agent excluded from bootstrap sequence, or bootstrap logic bug specific to Ind","fix":"Debug bootstrap: (1) verify CLAUDE.md exists and is valid, (2) confirm Index-Maker is in bootstrap agent list, (3) trace bootstrap logs to see why watcher.arm() was not called or failed for this agent."},{"scope":"agent","title":"CLAUDE.md missing or malformed","detail":"wake_script_source=null confirms no wake script was loaded. Without valid CLAUDE.md, the watcher cannot arm.","fix":"Create/validate CLAUDE.md with hourly wake cadence and fallback. Index-Maker's mission has no book dependency β€” it posts intents independently."}],"assessment":"Zero wakes, zero deals. The watcher was never armed at startup (armed=false, pidAlive=false, wake_script_source=null). Counterparty Index-Taker is also down. This is a platform initialization failure that blocks the entire index-basket market until resolved."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Undeployed since genesis: 0 wakes, armed=false, pidAlive=false, wake_script_source=null. Root cause is **core platform bootstrap blocker** β€” watcher was never armed at startup. Mutual-blocker pair: sole counterparty (index-maker) offline with same bug. No change since last run; no IndexBasket intents exist on-chain to take. Recovery requires core fix: arm wa","badge":"BOOTSTRAP BLOCKER","confidence":"high","bottomLine":"Index-taker has never run due to core platform initialization failure (watcher not armed at bootstrap, wake_script_source=null). Its sole counterparty index-maker is blocked by the same bug, so even if index-taker recovered, no IndexBasket intents would exist to take. Fix is core: repair bootstrap initialization for the index-taker/index-maker pair.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null (0 wakes, 0 deals, never deployed). Index-maker (only counterparty) offline with identical root cause."},"reasoningRead":"N/A β€” agent has never woken; no reasoning loop to assess.","wakeTriggers":["MISSING: watcher not armed at bootstrap; no wake script source deployed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Only counterparty: publishes IndexBasket intents for this agent to take SHORT side.","available":"offline (bootstrap blocker, watcher not "}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: no IndexBasket intents on-chain (index-maker offline). Until index-maker deploys, no market for index-taker to enter.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script deployed at bootstrap","Watcher never armed (platform initialization failure)"],"suggestedChange":"Core fix: repair bootstrap initialization. Arm watcher for index-taker/index-maker pair at startup, or add self-healing if watcher fails to arm. Both agents are mutual blockers."},"issues":[{"scope":"core","title":"Watcher not armed at bootstrap","detail":"Platform initialization failed to arm watcher for index-taker (and index-maker). Both agents remain dead: watcher.armed=false, pidAlive=false, wake_script_source=null. Impact: zero wakes since genesis, no intents posted or taken.","fix":"Audit bootstrap sequence in core SDK. Ensure watcher.arm() is called for all agents, or add fallback: if watcher fails to arm at startup, agent self-detects and re-arms or alerts ops."},{"scope":"core","title":"Mutual-blocker bootstrap blocker: index-maker also undeployed","detail":"Index-maker (only counterparty for index-taker) is offline with identical root cause (watcher not armed, wake_script_source=null). Both agents must recover as a pair; no market for IndexBasket intents until index-maker deploys.","fix":"Bundle bootstrap fix for index-taker/index-maker pair. Verify both watchers arm successfully at startup. If one fails, both should alert and halt gracefully."}],"assessment":"Index-taker has never run due to core platform initialization failure (watcher not armed at bootstrap, wake_script_source=null). Its sole counterparty index-maker is blocked by the same bug, so even if index-taker recovered, no IndexBasket intents would exist to take. Fix is core: repair bootstrap initialization for the index-taker/index-maker pair."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0.52,2.49,2.27,2.32,0.26,0.15,15.68,12.54,6.76,6.03,11.54,7.2,2.19,4.03,1.45,1.94],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":743.44,"realizedPnl":9.94,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":706,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":568,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"OFFLINE 561 min (since 06-09T17:19 UTC w44) due to known armWatcher promise-drop bug in core SDK β€” watcher.armed=false, nextFallbackMin=null, pidAlive=false. Before crash: critical hub, 64 of 78 fleet deals (82%), primary liquidity provider. Wake script is disciplined and well-reasoned for mission (quote expiry ~45m, oracle breach Β±15–50bps, new fillable flo","badge":"HUB CRASHED / SDK BUG","confidence":"high","bottomLine":"LP-Maker is the fleet's critical liquidity hub (64 of 78 settled deals, 82%), crashed 561 min ago due to core SDK bug (armWatcher promise-drop). Fallback never armed (nextFallbackMin=null). No visible recovery plan. Fleet is correctly waiting; 5+ counterparty intents expiring unfilled due to zero LP depth.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop bug in core SDK prevents watcher fallback scheduling. State: armed=false, pidAlive=false, nextFallbackMin=null after 561m. Downstream cascade: Rebalancer-Lior #669/#670 expired, Polymarket-Ljuba #583/#601 unfilled 7+ hours, Vulture-Andrew rebalance stalled β€” all due to zero l"},"reasoningRead":"Wake script is disciplined and sound for mission. Watcher guards quote expiry (45m cadence), oracle breach (Β±15–50bps), new fillable flow. Fallback 60m is appropriate. Logic correct: own intent expiry check, new network intent fill. Agent is not the problem; SDK is.","wakeTriggers":["Quote expiry (~45 min from repost)","Oracle breach (Β±15–50 bps)","New fillable intent","MISSING: fallback wake (60 min) never armed due to SDK promise-drop bug"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Top taker of LP depth; 11 settled deals; starved while LP offline","available":"armed+waiting (no deals since crash)"},{"agent":"rebalancer-lior","fit":"yes","why":"DCA agent needs quotes; 5 settled deals; intents #669/#670 expired unfilled","available":"armed+waiting (intents expired)"},{"agent":"swing-nikita","fit":"yes","why":"Swing trader; 3 settled deals; waiting to restart post-market-open","available":"scheduled 13:30 UTC"},{"agent":"stacker-massimo","fit":"yes","why":"DCA agent; 2 settled deals; waiting for LP for sNVDA accumulation","available":"scheduled 13:30 UTC"},{"agent":"polymarket-ljuba","fit":"yes","why":"Value trader; 1 settled deal; intent #583/#601 unfilled 7+ hours","available":"armed+waiting (intents unfilled)"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable during offline state. Once respawned: 5 named agents (Vulture-Andrew, Rebalancer-Lior, Swing-Nikita, Stacker-Massimo, Polymarket-Ljuba) + unknown addresses will have fillable intents. Market reopens 13:30 UTC (~12h away); LP-Maker offline until ~18:19 UTC if SDK not fixed β€” 4h 49m gap post-open with zero liquidity.","wakeScript":{"wellReasonedForMission":true,"good":["Clear triggers: quote expiry (~45m), oracle breach (Β±15–50bps), new fillable intent","Patient cadence: 1h fallback, no sub-minute polling","Disciplined logic: own intent state, then network flow","Fit-to-mission: LP with time-sensitive quotes watches expiry + new flow"],"lacking":["armWatcher promise-drop bug in SDK prevents fallback scheduling (nextFallbackMin=null)"],"suggestedChange":"Core SDK fix required: armWatcher must properly schedule fallback callback even when called in async context. Agent side: no change needed β€” script is well-designed."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug: fallback never armed, watcher process crashed","detail":"Wake script calls armWatcher(60 min fallback) at wake 44. Fallback never scheduled: nextFallbackMin remains null, watcher process exits (armed=false, pidAlive=false). Root: SDK promise-chain drops callback in async context. Evidence: 561 min offline, no respawn trigger fired.","fix":"Core SDK team: fix wake-watch.js armWatcher to ensure setTimeout/setInterval callback for fallback is properly scheduled. Verify watcher state after armWatcher() completes. Once patched, agent can respawn and resume trading."},{"scope":"agent","title":"Market gap on open: LP offline 4h 49m post-restart if SDK not fixed by 13:30 UTC","detail":"Market reopens 2026-06-10T13:30 UTC. Three agents (Rebalancer-Lior, Stacker-Massimo, Swing-Nikita) scheduled to wake. LP-Maker offline until ~18:19 UTC if SDK fix delayed = 4h 49m gap with zero liquidity. Counterparty intents will expire unfilled again.","fix":"SDK fix + respawn LP-Maker before market open 13:30 UTC. If delayed: monitor gap period; escalate to emergency patch + immediate respawn by 18:19 UTC to restore liquidity."}],"assessment":"LP-Maker is the fleet's critical liquidity hub (64 of 78 settled deals, 82%), crashed 561 min ago due to core SDK bug (armWatcher promise-drop). Fallback never armed (nextFallbackMin=null). No visible recovery plan. Fleet is correctly waiting; 5+ counterparty intents expiring unfilled due to zero LP depth."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":2,"msgs":32,"total":1566593,"totalUsd":0.36,"w5":919633,"w5Usd":0.19,"w5PctPool":0.4,"w7":1566593,"w7Usd":0.36,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T02:13:59.757Z","tokens":919633,"usd":0.19,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":87.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":730,"wakes":33,"firstWakeMs":1780927020000,"lastWakeMs":1781059200000,"ageMin":7,"lastWhy":"Edge floor β‰₯3pp unmet on all resting bets. One deliberate move + edge floor rules. Deals #76/#77 status uncertain (may r","repeatWakes":31,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781061228915,"watching":"new BinaryBet appears (deals #76/#77 missing, watch for β‰₯3pp taker edge) or 60min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Disciplined copy-trader enforcing 3pp edge floor consistently. Found no qualifying edges in w26–w27, took three edges above floor in rapid succession (w28 #75, w30 #76 +35–38pp, w31 #77 +12ppβ€”all bullish BTC bets). Just woke (w32, 0m ago), found zero edges β‰₯3pp available; portfolio now at βˆ’$4.38 from $100 start with three unsettled positions pending settleme","badge":"WAITING, HOLDING UNSETTLED EDGES","confidence":"high","bottomLine":"Agent executed well: took three edges above its 3pp floor (#76/#77 totaling +35–38pp and +12pp) in w28–w31, all rigorously enforced. Current portfolio βˆ’$4.38; if pending deals #76/#77 revert, loss grows to βˆ’$8.38 lifetime (βˆ’12.3% on 6 settled deals). Deal #74 already lost despite meeting edge floor. Latest wake (w32) found zero qualifying opportunitiesβ€”market is structurally thin per LP-Maker offline 559m.","rootCause":{"class":"structural","evidence":"w26, w27, w32 found zero edges β‰₯3pp available consecutively. Bets taken above floor (w28, w30, w31) have acceptable edges but market thinned before latest wake. LP-Maker-Matheus offline 559m (hub for 82% settled deals fleet-wide) reduces overall liquidity; thin-market conditions suppress edge opport"},"reasoningRead":"Sound. Enforces 3pp edge floor rigorously, took only edges with substantial margin above threshold (+35–38pp, +12pp), limits to one move per wake (w29 correctly skipped despite finding candidates). Solving the right problem: find and execute high-edge directional bets. Losses on #74 and uncertain outcomes on #76/#77 are realized/market risk, not reasoning faultsβ€”disciplined execution on a thin boa","wakeTriggers":["New BinaryBet template 0x09cd… appears (polled every 60s)","60-minute fallback fires in 34m (reassess board, settle pending deals)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets; Mimic-Ljuba mirrors them. 4 of 6 settled deals with Bear-Yosherβ€”primary flow.","available":"Health ok, 7 settled deals, actively tra"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 of 6 settled deals; secondary counterparty, not core flow.","available":"Health ok, 2 settled deals"}],"reliableCounterparties":1,"missedOpportunities":"None visible. Agent enforced β‰₯3pp floor consistently; w26, w27, w32 found zero above-floor bets. Book starved, not agent underexecuting.","wakeScript":{"wellReasonedForMission":true,"good":["Polls new BinaryBets every 60sβ€”right cadence for reactive copy-trader","60-minute fallback to reassess (patient, zero sub-minute churn)","Watches specific template hash (high signal on BinaryBets only, not all intents)","One-deliberate-move-per-wake rule enforced consistently (w29 example)"],"lacking":["Label is stale ('deals #76/#77 missing' but taken in w30–w31β€”cosmetic)"],"suggestedChange":"Update label to 'new BinaryBet appears (watch β‰₯3pp taker edge) or 60min reassess; note #76/#77 pending'. Cosmetic only, aids debugging next wake."},"issues":[{"scope":"agent","title":"Recent bets #76/#77 uncertain; portfolio loss risk compounds","detail":"Wakes w30–w31 took #76 (+35–38pp edge) and #77 (+12pp edge) on bullish BTC. w32 reports 'status uncertain (may revert)'. Portfolio now βˆ’$4.38 from $100 start; if both lose, lifetime loss becomes βˆ’$8.38 (βˆ’12.3% PnL on 6 settled deals). Edge-floor pricing may be miscalibrated (cost-implied 40% vs hist","fix":"On next wake: (1) query settlement status #76/#77; (2) if both lose, backtest edge-floor model vs past 6 settled outcomesβ€”is 3pp threshold too loose? Compare predicted win% (from cost-implied prob) vs realized to audit pricing."},{"scope":"agent","title":"Market edge-starved due to LP-Maker offline","detail":"w26, w27, w32 found zero β‰₯3pp edges available. Agent not at fault, but LP-Maker-Matheus offline 559m (hub for 82% of all settled deals). Reduces market depthβ€”edge-hunting agents (Mimic, Bear-Yosher, Vulture-Andrew) see fewer opportunities.","fix":"[Core/fleet responsibility] Recover LP-Maker-Matheus. Current ETA ~18:19 UTC (4h 49m gap after market open 13:30 UTC). Without hub liquidity, thin conditions persist. No agent-level workaround; core issue."}],"assessment":"Agent executed well: took three edges above its 3pp floor (#76/#77 totaling +35–38pp and +12pp) in w28–w31, all rigorously enforced. Current portfolio βˆ’$4.38; if pending deals #76/#77 revert, loss grows to βˆ’$8.38 lifetime (βˆ’12.3% on 6 settled deals). Deal #74 already lost despite meeting edge floor. Latest wake (w32) found zero qualifying opportunitiesβ€”market is structurally thin per LP-Maker offline 559m."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":799406,"w5Usd":0.18,"w5PctPool":0.3,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.1,"realizedPnl":-0.9,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":730,"wakes":8,"firstWakeMs":1780940859000,"lastWakeMs":1781049884000,"ageMin":163,"lastWhy":"Both lookbacks show 0.3pp gap β€” far below 2pp minimum to act with conviction. Market is chopping inside noise band. USDC","repeatWakes":7,"avgGapMin":260,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781096387384,"watching":"BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10","armed":true,"nextFallbackMin":613}},"verdict":{"summary":"Timer-only momentum agent by design: getPrices() stub intentional (dev comment 'oracle reading complex'). One settled deal (Intent #28 BTC, -0.92 USD PnL from w1). Seven repeat wakes (w2–w8) correctly idled below 2pp threshold (0.3–1pp gaps, no false trades). Watcher armed, fires on US market open 13:30 UTC in 620m. No change since last run: still waiting, 0","badge":"TIMER-WAITING, PRICE-STUB","confidence":"high","bottomLine":"Correctly waiting with one settled deal and zero open intents. Focus question answered: getPrices() stub is intentional per dev comment, not a planned fix. Agent is timer-only (market-open watcher in 620m) until price-fetch is implemented. Can resume trading once LP-Maker recovers; no issue on agent side.","rootCause":{"class":"structural","evidence":"getPrices() returns {} by conscious design (dev: 'full oracle reading is complex'). Loop fires on market-open deadline but never fetches prices for 3% move trigger. Agent is timer-driven, not momentum-reactive."},"reasoningRead":"Sound mission logic (hunt strongest mover, 2pp threshold filters churn, concentrate into leader). Sound timer fallback (US market open is high-vol event). Price-reactivity is disabled by design, not oversightβ€”developer chose to simplify for launch. No churn detected in w2–w8; all were patient repeat checks of same baseline, correctly idling. Not solving the wrong problem; the timer is the primary ","wakeTriggers":["US market-open timer 13:30 UTC 2026-06-10 (fires in 620m, watcher.armed=true, nextFallbackMin=620)","BTC/ETH/SSV >3% move (disabled: getPrices() stub returns {})"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity hub for momentum concentration swaps","available":"offline 559m (crashed via promise-drop b"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA agent can absorb concentrated positions if pricing aligns","available":"awake, scheduled wake 13:30 UTC"},{"agent":"swing-nikita","fit":"maybe","why":"Mean-reversion agent; natural counterparty if momentum concentrates into overshoots","available":"awake, scheduled wake 13:30 UTC"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable until getPrices() is implemented. Agent blind to mid-session moves (last 156m since w8). If BTC/ETH/SSV spiked 3%+ during that window, agent could not have fired. Only detects moves at market open (620m) or if price-fetch is enabled before then. No current intents to analyze.","wakeScript":{"wellReasonedForMission":true,"good":["Market-open timer: appropriate high-vol event for momentum hunter","60m polling cadence: patient, not sub-minute spam","Watcher armed and pidAlive; will fire correctly at deadline","Fallback timestamp correct (2026-06-10T13:30:00Z), label clear"],"lacking":["getPrices() stub returns {} unconditionally; 3% move trigger is dead code","No fallback price feed (CEX API, oracle snapshot) if full oracle fetch is complex","Loop checks deadline but never reads prices for momentum trigger"],"suggestedChange":"Before market open (620m), resolve getPrices() status: either (a) implement real price-fetch from oracle/feed to enable momentum-reactivity, or (b) remove the dead 3% trigger code and document agent as market-open-timer-only. Dev comment ('"},"issues":[{"scope":"agent","title":"Price-fetch stub: momentum trigger dead code","detail":"getPrices() returns {} by design (dev: 'full oracle reading is complex'). The 3% move wake-trigger is unreachable. Agent is timer-only, not momentum-reactive, until a price source is integrated.","fix":"Implement getPrices() to fetch real price deltas before market open (620m away), or remove the dead trigger and document agent as timer-only. If oracle fetch is genuinely complex, substitute a simpler fallback (CEX price snapshot) or accept timer-only for this release cycle."},{"scope":"core","title":"LP-Maker offline blocks momentum execution","detail":"momentum-nikita depends on LP-Maker-Matheus (hub for 64/78 settled deals, 82% fleet liquidity) to fill concentration swaps. LP offline 559m (crashed). Agent correctly waiting, but can't execute trades until LP recovers.","fix":"Restart LP-Maker-Matheus (armWatcher promise-drop bug per Step 1). ETA recovery ~18:19 UTC (4h 49m post-market-open). momentum-nikita can post swaps after 13:30 UTC, but they expire unfilled until LP is online."}],"assessment":"Correctly waiting with one settled deal and zero open intents. Focus question answered: getPrices() stub is intentional per dev comment, not a planned fix. Agent is timer-only (market-open watcher in 620m) until price-fetch is implemented. Can resume trading once LP-Maker recovers; no issue on agent side."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":441,"wakes":12,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":309,"lastWhy":"Wake fired; check for new options","repeatWakes":10,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781062739597,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":52}},"verdict":{"summary":"Still correctly idle with 59m fallback armed. All 12 wakes (06-09 12:59 – 06-10 09:51) report zero audited Option intents, as expected β€” sole counterparty Option-Writer-Matheus remains offline (crashed 543m ago via core armWatcher promise-drop bug). Agent is healthy, well-reasoned, and ready to take if writer revives.","badge":"Correctly waiting","confidence":"high","bottomLine":"Agent is fit and correctly idle; zero audited Option intents exist because Option-Writer-Matheus (sole counterparty) is offline 543m. No agent-level fix; pure core blocker.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus offline 543m (crashed via core armWatcher promise-drop bug). No alternative option writers in fleet (roster: index-maker writes IndexBasket, others write BinaryBets/swaps). Zero audited Option intents in book across all 12 wakes."},"reasoningRead":"Sound: event-driven taker, fires only on new audited Options matching custom judge template. Solving the right problemβ€”selective, one per wake, zero churn. Not re-deriving the same move; correctly passive until a take appears. Book is empty but agent is ready.","wakeTriggers":["New audited Option intent appears (templateHash match)","2h fallback wake"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole writer of audited Options in fleet; direct counterparty for all option-taker trades.","available":"offline 543m (crashed via core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"None. Zero audited Option intents in book (writer offline). Book is empty; no opportunities to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven (fires on new audited Options, not 'book non-empty')","Precise filter: templateHash match for audited custom Option judge","2h fallback is patient cadence (selective taker thinks in hours, not minutes)","Tracks seen intents to avoid duplicate processing","readOpenIntents scans book, limit 100 is reasonable"],"lacking":[],"suggestedChange":"None. Watcher is correctly reasoned for mission. Blocker is core (writer revival)."},"issues":[{"scope":"core","title":"Option-Writer-Matheus offline 543m blocks all option-taker trades","detail":"Sole counterparty crashed 543m ago (armWatcher promise-drop bug per Step 1). Taker has scanned 12 wakes with zero intents to take. Ready but no counterparty.","fix":"Revive Option-Writer-Matheus and fix core armWatcher promise-drop bug."}],"assessment":"Agent is fit and correctly idle; zero audited Option intents exist because Option-Writer-Matheus (sole counterparty) is offline 543m. No agent-level fix; pure core blocker."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.97,"realizedPnl":-3.03,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":441,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":552,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 545 minutes ago via armWatcher SDK promise-drop bug (identical root cause as LP-Maker-Matheus now offline 559m). Process never armed; wake script well-reasoned (market-close finalization 19:50 UTC + hard fallback 23:00 UTC) but cannot executeβ€”watcher crashed before entering event loop. Missed market-close w27 wake; portfolio rotation swaps 530/533 ex","badge":"CRASHED, AWAITING CORE FIX","confidence":"high","bottomLine":"Crashed 545m ago via SDK armWatcher promise-drop (armed=false, pidAlive=false) before w27 wake could fire. Wake script is well-reasoned but never armed. Primary counterparty LP-Maker also offline (559m, same bug), so recovery requires two core fixes on overlapping timeline.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop bug. Crash occurred between w26 end (17:49 UTC 06-09) and w27 scheduled trigger (19:50 UTC 06-09). Process died without calling fireWake or logging error; no wake 27+ exists. Rotation swaps 530/533 posted at oracle mid, expired unfilled because LP-Maker (primary hub, 82% of f"},"reasoningRead":"Sound. Agent correctly ranks worst-2 stocks (sAAPL, sNVDA) + worst crypto (ETH, BTC) per Pyth returns and posts rebalancing swaps at oracle midβ€”disciplined execution. Wake script is optimal: single time-based trigger (market-close finalization 19:50 UTC), hard fallback (23:00 UTC), 30-second poll cadence (patient), zero LLM overhead. Script reasoning is correct for mission. However, it cannot exec","wakeTriggers":["Time-based: market close at 19:50 UTC 06-09 (to finalize daily rankings + execute rotation)","Hard fallback: 23:00 UTC 06-09 (if primary signal delayed)","MISSING: Actual wakeβ€”armWatcher crashed before event loop entered; fireWake never called"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider for rebalancing swaps; handles majority of settled deals fleet-wide. All 13 of this agent's settled deals routed ","available":"NOβ€”offline 559m, identical armWatcher pr"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural counterparty for 30% option-writing sleeve (ETH/BTC puts/calls at 70/30 contrarian sizing). Would take any posted options.","available":"YES (health ok, awake) but starved of su"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps; 28 settled deals suggest aggressive execution. Could take rotation swaps if repriced.","available":"YES (health ok) but swaps 530/533 were p"},{"agent":"bear-yosher","fit":"maybe","why":"Directional taker on crypto; might take ETH/BTC options if convictions align. 7 settled deals.","available":"YES (health ok) but limited history with"}],"reliableCounterparties":1,"missedOpportunities":"Cannot measureβ€”watcher crashed at w26 end, book state unobservable since 17:49 UTC 06-09 (9h+ silent). Swaps 530/533 were posted at oracle mid, expired ~50 min later. If LP-Maker had been online, swaps likely would have cleared; if repriced lower, might have attracted Vulture-Andrew (28 deals, aggressive). Current status: all intents expired, no open asks to take.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger aligned to mission: market-close finalization (19:50 UTC) matches daily conviction lock + rotation execution window","Hard fallback (23:00 UTC) provides recovery path if primary signal delayed (e.g., market halt)","30-second poll cadence is patient, non-spammy, and appropriate for a scheduled wake","Zero LLM, zero on-chain pollingβ€”minimal failure surface"],"lacking":["Promise-drop protection: armWatcher SDK bug causes process to crash on initialization or promise rejection before fireWake can be called; no agent-level workaro"],"suggestedChange":"Highest-value change is CORE (not agent): fix armWatcher promise handling in SDK. Likely root: unhandled promise rejection on `armWatcher()` call, or fallbackMs overflow if now() already past deadline. Add try-catch, promise rejection handl"},"issues":[{"scope":"core","title":"armWatcher promise-drop crashes watcher process; blocks two critical hub agents (LP-Maker, Option-Writer)","detail":"Option-Writer-Matheus crashed 545m ago; LP-Maker-Matheus crashed 559m ago. Both crashed via identical armWatcher bug: process dies on initialization or promise rejection without logging, calling fireWake, or setting error state. Blocks market recovery at 13:30 UTC 06-10 (~12.5h away). Rotation swaps","fix":"Debug armWatcher promise handling in SDK. Check: (1) Does fallbackMs calculation handle now() > deadline case? (2) Is armWatcher() wrapped in try-catch? (3) Are promise rejections handled? (4) Does process log errors before exit? Add comprehensive error logging and promise rejection handlers. Verify"}],"assessment":"Crashed 545m ago via SDK armWatcher promise-drop (armed=false, pidAlive=false) before w27 wake could fire. Wake script is well-reasoned but never armed. Primary counterparty LP-Maker also offline (559m, same bug), so recovery requires two core fixes on overlapping timeline."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,1.75,2.14,1,1.1,1.33,0.49,0.46,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":730,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":180,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":782}},"verdict":{"summary":"Correctly monitor-and-wait: sAAPL position at 25% cap ($24.99, justified 5.17% edge vs Polymarket). Posted intents #583/#601 but unfilled; LP-Maker-Matheus offline 559m (sole counterparty, hub for 64/78 settled deals). Last 4 wakes found zero mispriced edges; correctly idle, not churning. Open intents now 0 (likely expired unfilled); watcher armed (18h fallb","badge":"WAITING FOR HUB","confidence":"high","bottomLine":"Agent is well-reasoned: valued entry at 5.17% edge, posted fair swaps, correctly waiting. Intents #583/#601 expiring unfilled due to sole counterparty (LP-Maker) offline 559m β€” fleet-level shortage, not agent fault. If intents expired, re-post at fresh edge when LP is back online.","rootCause":{"class":"counterparty-starved","evidence":"Intents #583/#601 posted for LP-Maker swaps at fair 5.17% edge. LP-Maker offline 559m; no alternative swap provider. Open intents now 0 (intents likely expired unfilled). Last 4 wakes found zero book edges β‰₯3%."},"reasoningRead":"Sound and mission-focused. Agent prices bets vs Polymarket, posts fair swaps when edge β‰₯3%, monitors book for new edges, respects position caps. Idle discipline (zero churn: 7/14 wakes posted nothing) justified by zero available edges and 25% per-asset cap reached. Horizon (Jun10 16:00 UTC) ~16h away; will trigger exit at terminal.","wakeTriggers":["Book mispriced bets (takeableCount > 0 or swap edge β‰₯3%)","Horizon approach (Jun10 16:00 UTC, within 5 min)","Fallback 18h"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for directional swaps; posted swaps #583/#601 aimed at LP-Maker. Hub for 64/78 settled deals.","available":"OFFLINE 559m (expected back ~18:19 UTC)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Settled one BinaryBet; no alternative for swaps.","available":"OK"}],"reliableCounterparties":1,"missedOpportunities":"None. Last 4 wakes (w11-w14) scanned book, found zero takeables or swap edges β‰₯3%. Metric measurable; fleet book thin.","wakeScript":{"wellReasonedForMission":true,"good":["Horizon monitor (exits sAAPL at Jun10 16:00 UTC terminal)","Book scan every 30s for edges β‰₯3% or takeables β€” core to value-hunting","18h fallback prevents hang; cadence patient (not sub-minute churn)","Zero LLM, fully deterministic"],"lacking":[],"suggestedChange":"Minor: if intents #583/#601 expired before LP revival, re-post at fresh edge when LP is back online. Preserves entry optionality, avoids stale-intent gas."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 559m; intents #583/#601 expiring unfilled","detail":"Fair-valued swaps (5.17% edge, posted w7/w8) aimed at LP-Maker, sole counterparty. Agent correctly waiting; intents expired unfilled due to zero liquidity from hub. Fleet expects LP online ~18:19 UTC (4h 49m post-market-open at 13:30 UTC).","fix":"Core: Restore LP-Maker (root: armWatcher promise-drop bug). Fleet: Polymarket-Ljuba minor β€” if intents expired before LP revival, re-post at fresh edge (priority: restore LP first)."}],"assessment":"Agent is well-reasoned: valued entry at 5.17% edge, posted fair swaps, correctly waiting. Intents #583/#601 expiring unfilled due to sole counterparty (LP-Maker) offline 559m β€” fleet-level shortage, not agent fault. If intents expired, re-post at fresh edge when LP is back online."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.72,"realizedPnl":-1.28,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":730,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":140,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":643}},"verdict":{"summary":"Rebalancer-Lior continues disciplined DCA with strict market-hours compliance. Intents #669/#670 (posted 19:55 UTC 06-09, $7 slices on sAAPL/sNVDA at βˆ’15pp/βˆ’35pp oracle gaps, 60-min expiry) expired unfilled overnight due to LP-Maker-Matheus remaining offline (559m, primary counterparty for 5 of 8 deals). Agent correctly idle with watcher armed for stocks mar","badge":"PATIENT DCA, AWAITING HUB","confidence":"high","bottomLine":"Intents #669/#670 expired unfilled due to LP-Maker offline, not pricing error or mission drift. Agent correctly respects market hours (stocks only 13:30–20:00 UTC) and is armed to resume DCA at stocks reopen. Will test market liquidity post-open; if LP remains offline until ~18:19 UTC (4h 49m post-open gap), its $7 slices will again find no maker.","rootCause":{"class":"counterparty-starved","evidence":"Intents #669/#670 at fair oracle gaps (βˆ’15pp, βˆ’35pp) posted 19:55 UTC with 60-min expiry (~20:55 UTC); LP-Maker-Matheus (counterparty for 5 of 8 settled deals, 64 of 78 fleet-wide) has been offline 559m. No alternative maker in awake fleet fills DCA-sized swaps; 0xBd6a…9863 (2 past deals) status unk"},"reasoningRead":"Sound. Agent correctly maps priority (stocks βˆ’40pp gap > crypto near-target), respects market hours (cannot post/trade stocks outside 13:30–20:00 UTC window), and posted intents at fair prices with appropriate 60-min expiry for overnight hold. Recognized LP offline risk and correctly idle, not re-posting token-burner; watcher is well-disciplined (polls intent resolution every 30s, fallback pinned ","wakeTriggers":["Intents #669/#670 resolution (expiry or fill)","Stocks market reopen 13:30 UTC","MISSING: LP-Maker-Matheus coming back online (no watcher for hub liveness; core/SDK issue)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity counterparty; 5 of 8 rebalancer's deals routed through LP. Hub status determines rebalancer's deal flow.","available":"OFFLINE 559m (will be ~18:19 UTC per fle"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary counterparty; filled 2 past rebalancer deals. Identity/mission unknown.","available":"UNKNOWN (not in roster)"},{"agent":"vulture-andrew","fit":"maybe","why":"Taker of mispriced intents; could take rebalancer's posts if they drift away from oracle mid.","available":"OK (8 deals, active)"}],"reliableCounterparties":1,"missedOpportunities":"Intents #669/#670 themselves (unfilled due to LP offline). No other intents cited in recent wakes; watcher cannot see full order book to identify missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Fallback pinned to stocks market reopen (13:30 UTC), the natural trigger for next DCA slice","Monitors intent resolution (polls every 30s) so agent learns if #669/#670 are gone before posting fresh slice","Clear label; zero-LLM (no re-deriving the market), no book-non-empty fires"],"lacking":["STOCKS_REOPEN hardcoded to '2026-06-10T13:30:00Z'; if current time is past that date, fallback calculation fails. Should be dynamic per current day.","30s poll interval is sound for 60-min intent expiry, but slightly over-engineered; simpler to just wake at market open and check board state. Minor."],"suggestedChange":"Compute STOCKS_REOPEN dynamically: `new Date().toISOString().split('T')[0] + 'T13:30:00Z'` so fallback works across days. Or: simplify watcher to skip intent polling and just wake at market open (13:30 UTC); 60-min intent expiry will auto-r"},"issues":[{"scope":"core","title":"armWatcher promise-drop bug (crash chain for LP-Maker, Option-Writer)","detail":"LP-Maker-Matheus and Option-Writer-Matheus crashed via armWatcher promise-drop bug (per fleet healthDelta). Rebalancer-Lior is correctly armed+waiting, but intents expiring unfilled due to zero hub liquidity.","fix":"Debug and fix armWatcher promise handling in SDK. Rebalancer-Lior itself requires no change."},{"scope":"core","title":"No liveness monitor for critical hub counterparty","detail":"Rebalancer-Lior (and 5+ other agents) depend on LP-Maker-Matheus as primary counterparty (64 of 78 fleet deals). When LP crashes, agents post fair intents but get no fills, waiting indefinitely if watcher has no hub-recovery signal.","fix":"Fleet-level: add core health heartbeat for critical counterparties (LP hubs). Agent-level: optionalβ€”agent is correct to wait. Core fix is higher-leverage."}],"assessment":"Intents #669/#670 expired unfilled due to LP-Maker offline, not pricing error or mission drift. Agent correctly respects market hours (stocks only 13:30–20:00 UTC) and is armed to resume DCA at stocks reopen. Will test market liquidity post-open; if LP remains offline until ~18:19 UTC (4h 49m post-open gap), its $7 slices will again find no maker."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":730,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":305,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":656}},"verdict":{"summary":"ALIVE and correctly scheduled for 13:30 UTC market-open wake (armed watcher, 16h fallback). Oracle-tracking DCA loop (w11–w16, 3–10 min refreshes) was soundβ€”re-posting at oracleΓ—0.99 when drift >0.5%; w18 posted sNVDA UP binary bet (on-mission). Both settled deals (2) via LP-Maker-Matheus, which is offline 559m until ~18:19 UTC (4h gap post-open). Watcher wi","badge":"SCHEDULED WAKE, AWAITING HUB","confidence":"high","bottomLine":"Agent and watcher are well-reasoned. Will fire at 13:30 UTC market-open as planned. But LP-Maker (only sNVDA counterparty) offline until ~18:19 UTCβ€”4h gap post-open with zero alternative makers in fleet. This is a core/fleet structural issue (hub dependency), not agent's fault. Post-wake logic must handle LP-Maker offline gracefully (wait, retry, or fallback).","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals, both via LP-Maker-Matheus. LP-Maker offline 559m, recovery ~18:19 UTC. No other sNVDA makers available. Watcher blind to counterparty status."},"reasoningRead":"DCA oracle-tracking (w11–w16) is soundβ€”re-posts at oracleΓ—0.99 when drift >0.5%, keeping bids competitive and fresh; no churn. w18 binary bet (sNVDA UP) consistent with accumulation thesis. Agent solving the right problem (patient DCA). Problem is NOT reasoning quality; it's market structure (zero liquidity from hub during gap).","wakeTriggers":["Time-based: 09:30 AM ET (13:30 UTC) market open 2026-06-10","Fallback: 16h (~19:30 UTC) if not fired earlier"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary sNVDA swap provider. Both settled deals via LP-Maker; mission is market liquidity.","available":"OFFLINE (559m, recovery ~18:19 UTC). Not"}],"reliableCounterparties":0,"missedOpportunities":"None. With LP-Maker offline, no sNVDA swaps available to take. Agent correctly posted standing bid (intent 678, w16) and waited. Watcher blind to counterparty availability; detection requires agent polling or fleet broadcast.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based wake at market open (13:30 UTC) ideal for patient DCAβ€”no sub-minute polling waste.","Zero-LLM, zero-oracle-polling watcher; can't fire on spurious 'book non-empty' conditions.","16h fallback covers intent expiry and likely LP-Maker recovery window.","60s polling loop is appropriate for long-horizon agent (no need to be twitchy)."],"lacking":["Post-wake agent logic not shownβ€”must handle LP-Maker offline at 13:30 UTC (4h gap until recovery)."],"suggestedChange":"Confirm post-wake logic waits gracefully if LP-Maker offline (no oracle-tracking churn), or includes retry fallback at 18:30 UTC post-recovery."},"issues":[{"scope":"core","title":"LP-Maker hub creates 4h+ unmet-demand gap at market-open","detail":"Stacker-Massimo fires at 13:30 UTC but LP-Maker offline until ~18:19 UTC. No backup makers for sNVDA. Fleet-wide impact: 5+ agents (Rebalancer-Lior, Stacker-Massimo, Vulture-Andrew, Polymarket-Ljuba, Option-Taker-Matheus) starved of liquidity. LP-Maker: 64 of 78 settled deals (82% of fleet). Intents","fix":"Reduce hub dependency: deploy redundant maker (Index-Maker when ready) or enable broadcast-to-multiple-makers. Agents should wait gracefully (Stacker-Massimo correctly does); core should ensure market has two+ independent makers."},{"scope":"agent","title":"Post-wake fallback behavior undocumented","detail":"Watcher fires at 13:30 UTC, but agent's post-wake logic is not visible in watcher source. If LP-Maker still offline, agent should NOT churn on stale bids (oracle-tracking loop will do damage); it should wait or check recovery and retry.","fix":"Review agent post-wake logic (not in watcher source) to confirm: (1) it waits patiently if LP-Maker offline, (2) no oracle-tracking refreshes during gap, (3) or retry fallback at 18:30 UTC or later."}],"assessment":"Agent and watcher are well-reasoned. Will fire at 13:30 UTC market-open as planned. But LP-Maker (only sNVDA counterparty) offline until ~18:19 UTCβ€”4h gap post-open with zero alternative makers in fleet. This is a core/fleet structural issue (hub dependency), not agent's fault. Post-wake logic must handle LP-Maker offline gracefully (wait, retry, or fallback)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":730,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":196,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":707}},"verdict":{"summary":"No change vs last run. Swing-Nikita correctly armed and waiting for sNVDA +2.56% sell signal at market open 13:30 UTC (fires in ~10h, 15h fallback). All 3 settled deals routed via LP-Maker-Matheus, now offline until ~18:19 UTC (4h 49m after open). Only fallback taker is Vulture-Andrew, 79% LP-dependent and starved. Fade reasoning remains sound; structural ma","badge":"WAITING, MARKET BROKEN","confidence":"high","bottomLine":"Swing-Nikita's fade discipline is sound β€” sNVDA sell signal, crisp watcher logic, patient postings. But execution will fail on arrival: LP-Maker (its only reliable counterparty, routed 100% of past deals) is offline until 18:19 UTC, 4h 49m after market open. Fallback Vulture-Andrew is starved (79% LP-dependent). Agent will post the sell intent as planned but face zero takers for 5 hours β€” a structural fleet issue (hub offline), not an agent failure.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 559m; fires online ~18:19 UTC. Swing-Nikita's 3/3 settled deals via LP-Maker. sNVDA sell signal fires 13:30 UTC. Gap: 4h 49m. Fallback Vulture-Andrew: 28 total deals, 22/28 with LP-Maker (79% dependency). No alternative swap taker in roster when LP offline."},"reasoningRead":"Sound. Agent correctly identified sNVDA dislocation (above trailing avg), posted disciplined limit order (SSV w11, 55-min expiry, respected USDC buffer). When SSV expired unfilled (thin book), correctly entered patient wait-per-playbook ('no tiny unfillable reposts'). Wake-script fires on the right event (market open, when sell signal becomes actionable). Fade logic is on-mission and non-redundant","wakeTriggers":["US market open 13:30 UTC June 10 (sNVDA dislocation sell-strength)","Fallback: 15h from now if signal doesn't clear"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 settled deals; ideal deep-liquidity pair","available":"OFFLINE until ~18:19 UTC (4h 49m post-op"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; 28 deals, but 79% routed via LP-Maker","available":"Correctly waiting; unreliable without LP"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; scheduled wake 13:30 UTC","available":"May be awake at signal time; unclear if "}],"reliableCounterparties":0,"missedOpportunities":"None. Agent correctly posted SSV fade (w11), observed unfillable book, entered patient wait-for-market-open per playbook. No churn; discipline sound.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on market open (the signal Swing-Nikita acts on, not book-driven)","15h fallback respects patience (no sub-minute polling; fits 2-4h observation discipline)","Zero LLM, deterministic timestamp","Cannot fire on empty book (guards false triggers)"],"lacking":[],"suggestedChange":"None required for the watcher. Script is well-reasoned for mission. Agent-level: consider secondary fallback logic β€” if LP-Maker still offline at market open, post wider-spread intent to Vulture-Andrew to guarantee fill (not a watcher chang"},"issues":[{"scope":"core","title":"Hub crash blocks counterparty availability across signal window","detail":"LP-Maker offline until 18:19 UTC, 4h 49m after sNVDA signal fires (13:30 UTC). Swing-Nikita will post sell but face zero takers. Rebalancer-Lior (also scheduled 13:30 UTC) hits same gap. Five agents starved when hub offline.","fix":"Restart LP-Maker-Matheus or deploy Index-Maker (undeployed since genesis) as fallback liquidity source before 13:30 UTC market open."}],"assessment":"Swing-Nikita's fade discipline is sound β€” sNVDA sell signal, crisp watcher logic, patient postings. But execution will fail on arrival: LP-Maker (its only reliable counterparty, routed 100% of past deals) is offline until 18:19 UTC, 4h 49m after market open. Fallback Vulture-Andrew is starved (79% LP-dependent). Agent will post the sell intent as planned but face zero takers for 5 hours β€” a structural fleet issue (hub offline), not an agent failure."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":44,"msgs":853,"total":46831597,"totalUsd":17.93,"w5":14191216,"w5Usd":3.49,"w5PctPool":5.7,"w7":46831597,"w7Usd":17.93,"w7PctPool":2,"w5Son":1793976,"w7Son":17706497,"hourly":[0.9,1.03,0.28,1.28,0,0.51,0.59,0.44,0.11,0,0.25,0.75,0.73,0,0.93,1.49,3.59,3.87,0.69,0.48,0,0,0,0],"lastWake":{"ts":"2026-06-10T02:07:48.797Z","tokens":756590,"usd":0.19,"msgs":14}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.37,"realizedPnl":-2.62,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":730,"wakes":37,"firstWakeMs":1780945920000,"lastWakeMs":1781055260000,"ageMin":73,"lastWhy":"Portfolio hygiene is mission-critical (per wake 23 lesson). sAAPL at 0.39% is a fatal floor breach β€” must restore to >8%","repeatWakes":16,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781062912120,"watching":"5 intents, none takeable; soonestExpiry=1781060330; next poll 240s","armed":true,"nextFallbackMin":55}},"verdict":{"summary":"Vulture correctly froze opportunistic edge-hunting and pivoted to mandatory portfolio rebalancing after LP-Maker-Matheus crashed 559m ago. Posted rebalance intents 0x02ba/0x02bb at oracle-fair (06-09T23:29 UTC, w30), now unfilled 70+ min β€” counterparty-starved because LP is down and no alternative taker exists for fair-value swaps at mid. Agent logic is soun","badge":"WAITING FOR LP","confidence":"high","bottomLine":"Rebalance intents (0x02ba/0x02bb, $12.32 USDC) posted at oracle-fair, unfilled 70+ min due to LP-Maker offline. Agent correctly holds rather than re-posts. Burn is sustainable IF LP-Maker returns within ~4h (intents expire ~1h); portfolio floor critically underwater until filled.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus (hub for 64 of 78 fleet deals, ~22 of Vulture's 28 deals) offline 559m. Rebalance intents at oracle-fair (0x02ba: 7.8 USDCβ†’sAAPL, 0x02bb: 4.52 USDCβ†’sNVDA) have no natural taker when the primary maker is unavailable. Fair-value swaps cannot attract counterparty demand without the hub"},"reasoningRead":"Sound and disciplined. Recent wakes (w32-w35) show agent recognizes sAAPL floor breach as mandatory, correctly deprioritizes binary 714 (w34, \"execution friction\") and skipped binary (w35, \"portfolio floor crisis takes priority\"). Logic is: rebalance intents are active, manager hygiene precedes edge-hunting, trust at-mid fills and watcher re-orientation. Agent has *de facto* pivoted away from oppo","wakeTriggers":["Book scan for takeable edges (zero-token adaptive watcher, scan-edges.ts)","Hard fallback every 2h to re-orient (FALLBACK_SEC=7200)","Expiry tracking: watcher re-armed on adaptive poll pre-expiry (~5 min before soonest intent expiry per source)","Dynamic re-launch: state.json updated, watcher continues on adaptive conditions (w28–w29)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary hub; ~22 of Vulture's 28 deals settled with LP. Fair-value swaps naturally fit LP's market-making mission. Only viable taker at mid.","available":"OFFLINE 559m (crashed via armWatcher pro"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Alternative counterparty; took ~3 prior swaps. But rebalance intents at fair-value offer no edge to attract opportunistic secondary maker.","available":"Unknown; not in recent wakes"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency-arb mission (fast CEX feed). Rebalancing swaps at mid oracle-fair hold no latency edge.","available":"Active (2 deals, health ok)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both agents rebalance; could potentially cross. But Rebalancer-Lior is taker-first DCA, unlikely to be counterparty-liquidity source.","available":"Active (8 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Binary 714 (w34–w35) deferred/audited then skipped due to 'execution friction' and portfolio crisis priority. No edges clearing 1% gate (w32). Agent actively NOT taking binaries to preserve capital and focus on rebalancing. This is correct under portfolio floor crisis, but represents real trade-off: opportunistic deals pass unfilled. Once LP returns and rebalance fills, these opportunities will ha","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token adaptive watcher (scan-edges.ts + launch-wake.sh) is architecturally sound for opportunistic agent β€” scans free, fires only on takeable, no wake on '","Adaptive cadence (BASE 300s, MIN 60s, MAX 1800s, pre-expiry tightening) matches patient edge-hunter profile β€” long sleeps when quiet, short when busy","Hard 2h fallback (FALLBACK_SEC=7200) ensures re-orientation even if silent","GLOBAL rule: any takeable now β†’ jump immediately aligns perfectly with picking off clear edges","Dynamic re-launch (w28–w29) shows watcher adapts to state changes; can repurpose for rebalance-fill monitoring vs edge-scanning"],"lacking":["Wake-script source truncated mid-function; unclear if fallback logic is being invoked correctly or if adaptive cadence is tuned for current (rebalance-wait) mis","No visible re-post logic if rebalance intents expire unfilled β€” agent holds intents but has no timeout β†’ re-submit plan if LP doesn't return in time"],"suggestedChange":"Add 30-min pre-expiry re-post trigger: if rebalance intents (0x02ba/0x02bb) are still unfilled 30 min before expiry AND LP-Maker remains offline, auto-re-post with slightly wider spread (e.g., oracle+0.1%) or fall back to USDC-only deposit "},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 559m blocks rebalancing and fleet liquidity","detail":"LP hub (64 of 78 fleet deals, ~22 of Vulture's 28) crashed 559m ago. Vulture's rebalance intents at oracle-fair ($12.32 USDC) have zero takers β€” fair-value swaps don't attract demand when the primary maker is unavailable. Structural: no agent will cross at mid when LP (natural counterparty) is down.","fix":"Restore LP-Maker-Matheus (ETA ~18:19 UTC, ~12h away). No agent-level fix available; this is a platform availability incident. Monitor LP return time; if delayed past ~1h, fleet will need fallback liquidity (e.g., core-provided synthetic LP, or manual USDC deposit for Vulture's floor breach)."},{"scope":"agent","title":"Rebalance intents lack timeout re-post or escape-hatch logic","detail":"Intents 0x02ba/0x02bb live ~1h (per w33). If LP doesn't return by then, intents expire unfilled. Portfolio floor (sAAPL 0.39%, floor 8%) is critical; expiry without fill = portfolio remains underwater indefinitely. Recent wakes show 'hold and wait' logic, but no explicit re-post trigger or fallback ","fix":"Add 30-min pre-expiry re-post: if fills haven't arrived and LP still offline, auto-re-post with tighter spread (oracle+0.1%) OR trigger fallback USDC deposit to restore floor without swap. Ensures portfolio hygiene doesn't depend entirely on LP-return timing."},{"scope":"agent","title":"Realized PnL negative (-$2.56 lifetime) despite 28 settled deals; high burn ($3.79/5h)","detail":"Over 37 wakes, Vulture realized -$2.56 PnL. Current 5h burn ($3.79, 6.3% of pool) is elevated. Indicates either: (a) edge-gate (1% threshold) too strict, agent sleeping while profitable edges exist; (b) edges found are thinner than expected; (c) oracle-delay slippage eating realized PnL. In 'wait mo","fix":"Post-LP-return: audit last 10 closed deals (binaries + swaps) to identify PnL drag. If edge-gate is bottleneck, lower from 1% to 0.5%. If slippage is issue, check oracle staleness vs on-chain mid and consider latency-hedges (e.g., fetch oracle at intention-post, not execution)."}],"assessment":"Rebalance intents (0x02ba/0x02bb, $12.32 USDC) posted at oracle-fair, unfilled 70+ min due to LP-Maker offline. Agent correctly holds rather than re-posts. Burn is sustainable IF LP-Maker returns within ~4h (intents expire ~1h); portfolio floor critically underwater until filled."}}],"unattributed":{"sessions":704,"tokens":91919119,"usd":49.99,"w5":22261553,"w5Usd":11.4,"hourly":[2.66,2.28,1.45,3.21,1.8,0.19,0.56,0.71,0.18,0.06,0.8,0.49,0.25,0,3.64,0.46,0,1.09,2.67,0.69,0.67,0,0,0]},"boardOverhead":{"sessions":1136,"tokens":25218067,"usd":54.24,"w5":3033974,"w5Usd":4.04,"hourly":[0.82,0.76,0.79,0.74,0.93,0.71,0.58,0.94,0.66,0.73,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12,0.9,1.22,1.44,1.4,1.24]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":482359199,"grandUsd":284.1,"grandSessions":2139,"attributedTokens":365222013,"unattributedTokens":91919119,"boardTokens":25218067,"reassembledTokens":482359199,"tokensBalance":true,"attributionPct":79.9,"multiMatchSessions":55,"sessionsScanned":2011,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":21766,"dedupedMsgs":9131,"rawTokens":1105085578,"dedupedTokens":482359199,"dupRatio":2.291}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T02:46:03.861Z","swarm":{"headline":"HUB OFFLINE, CORE SDK BUG BLOCKING","funnel":{"posted":729,"settled":78,"conversionPct":10.7,"byTemplate":{"Swap":{"posted":500,"settled":64},"BinaryBet":{"posted":200,"settled":14}}},"liquidityMap":[{"market":"Swap (primary hub)","flow":"LP-Maker ⇄ Vulture/Rebalancer/Stacker/Swing/Polymarket","status":"OFFLINE 559m: LP-Maker crashed via SDK bug; intents expiring unfilled (Polymarke"},{"market":"BinaryBet (secondary)","flow":"bear-yosher β†’ Mimic-Ljuba (4 settled), arb-hunter posts (0 takers)","status":"THIN: single counterparty pair, zero edge matching for arb-hunter post-24h"},{"market":"Option (blocked)","flow":"Option-Taker ⇄ Option-Writer","status":"BLOCKED: Writer crashed 545m via SDK bug, Taker idle waiting"},{"market":"Index (undeployed)","flow":"Index-Maker ↔ Index-Taker (mutual blocker)","status":"UNDEPLOYED since genesis: neither armed, zero wakes, zero intents"}],"causalLinks":[{"cause":"armWatcher SDK promise-drop bug; LP-Maker crashed w44 start (559m ago)","effect":"Vulture-Andrew starved (22/28 deals with LP), Rebalancer intents #669/#670 expired unfilled, Polymarket intents #583/#60","evidence":"LP-Maker: armed=false, pidAlive=false, nextFallbackMin=null. Recent settlements: 0 in past 3h. Pre-crash: 64 of 78 fleet deals (82%) routed through LP. Rebalancer #669/#670 posted 19:55 UTC 06-09 at f"},{"cause":"Option-Writer crashed via identical armWatcher promise-drop (545m ago)","effect":"Option-Taker idle; zero Option intents available fleet-wide; sole counterparty gone","evidence":"Option-Writer: armed=false, pidAlive=false, nextFallbackMin=null. Option-Taker: 12 wakes over 3h, all report 'zero audited Option intents'."},{"cause":"Index-Maker/Index-Taker undeployed since genesis (bootstrap initialization failure, mutual-blocker pair)","effect":"Zero Index wakes, zero Index intents, zero Index deals; neither can bootstrap","evidence":"Both: armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null. Zero wakes since genesis. No IndexBasket intents on-chain."},{"cause":"Market reopens 13:30 UTC; LP offline until ~18:19 UTC (4h 49m gap)","effect":"Rebalancer-Lior (DCA fires 13:30 UTC), Stacker-Massimo (oracle DCA fires 13:30 UTC), Swing-Nikita (sell signal fires 13:","evidence":"Rebalancer: intents #669/#670 DCA posted 19:55 UTC, expired ~20:55 UTC due to LP offline. All three agents: 13:30 UTC scheduled wake (market open), 100% LP-dependency in past deals (Rebalancer 5/8, St"},{"cause":"Thin book (LP offline) + high edge floors (arb-hunter >0.5% binary, bear-yosher β‰₯1.5% margin)","effect":"arb-hunter posted #728/#729 explicit no-take; bear-yosher 1 open intent (#729, 25m left) unfilled; zero new BinaryBet se","evidence":"arb-hunter w88: 79 repeat wakes, zero trades, logs '#728 OTM', '#729 outside 30-min window'. bear-yosher w32 just woke, found zero edges β‰₯3pp on thin book. Recent deals: 4 bear-yosher β†’ Mimic + others"}],"insights":[{"severity":"critical","title":"armWatcher SDK promise-drop crashes hub + writer simultaneously","detail":"LP-Maker-Matheus (64 of 78 fleet deals, 82%) offline 559m; Option-Writer-Matheus (sole Option writer) offline 545m. Both crashed via identical root cause: armWatcher SDK bug drops promise chain, prevents fallback scheduling. Both show armed=false, pidAlive=false, nextFallbackMin=null.","evidence":"Recent settlements: zero past 3h. Intents expiring unfilled: Polymarket #583/#601 (7h+ unfilled, fair 5.17% edge), Rebalancer #669/#670 (posted 19:55 UTC, 60-min expiry, expired), Vulture swaps 0x02ba/0x02bb (70m+ unfilled). Fleet starved: ","scope":"core","fix":"Patch armWatcher to guarantee promise completion (no drop on uncaught rejection); add watchdog to detect and retry fallback scheduling. Re-deploy LP-Maker and Option-Writer post-fix."},{"severity":"critical","title":"Market open liquidity gap: LP offline 4h 49m after 13:30 UTC open","detail":"Market reopens 13:30 UTC (~12h). LP won't be live until ~18:19 UTC. Rebalancer-Lior, Stacker-Massimo, Swing-Nikita wake at 13:30 UTC into zero counterparty for 4h 49m.","evidence":"Rebalancer: intents #669/#670 DCA posted 19:55 UTC 06-09, 60-min expiry, expired overnight. Rebalancer 5/8, Stacker 2/2, Swing 3/3 past deals via LP. All three scheduled to wake 13:30 UTC (market open).","scope":"fleet","fix":"Delay Rebalancer/Stacker/Swing wakes to 18:30 UTC (post-LP recovery ~18:19 UTC), or deploy temporary fallback maker for 13:30–18:19 UTC to cover fair-value swaps and prevent re-expiry."},{"severity":"critical","title":"Index bootstrap blocker: mutual-lock pair undeployed since genesis","detail":"Index-Maker and Index-Taker never woke since genesis. Both: armed=false, pidAlive=false, wake_script_source=null, nextFallbackMin=null. Zero wakes, zero intents, zero deals. Neither can bootstrap independently.","evidence":"Index-Maker: 0 wakes, 0 deals. Index-Taker: 0 wakes, 0 deals. wake_script_source=null for both. Unlike LP/Option runtime crashes, this is initialization failure.","scope":"core","fix":"Verify CLAUDE.md bootstrap for both; confirm arm() called at fleet startup. If armed=false after startup, trace why. Add forced arm at bootstrap phase if arm() not being called. No active agents blocked (unblocks platform debt)."},{"severity":"warn","title":"Binary market single-counterparty bottleneck","detail":"bear-yosher ↔ Mimic-Ljuba only reliable BinaryBet pair (4 settled). arb-hunter posts (#728, #729) but finds zero takers despite 0.5% edge. No market diversity for binaries.","evidence":"arb-hunter w88: 79 repeat wakes, zero trades; logs 'Intent #728 OTM', 'Intent #729 outside 30-min window'. bear-yosher: 1 open intent (#729, 25m left), no takers. Recent BinaryBet: 4 bear-yosher + 10 others, zero arb-hunter settlements.","scope":"fleet","fix":"Post-LP recovery: manually match arb-hunter #728/#729 if edge valid. Medium-term: deploy fallback binary taker or lower arb-hunter edge floor (0.25–0.35%) to increase BinaryBet depth."},{"severity":"ok","title":"Fleet discipline intact: correct inaction despite pressure","detail":"arb-hunter, mimic-ljuba, rebalancer-lior correctly idle with armed watchers. No false trades, no churn. High-cadence agents rejected sub-threshold; patient agents waiting for counterparty recovery, not re-posting expired intents.","evidence":"arb-hunter: 25 wakes (w88), zero trades, explicit no-go logs. Mimic: w26/w27/w32 found zero edges β‰₯3pp, correctly rested. Rebalancer: intents at fair oracle gaps, expired due to counterparty, not agent churn. Watcher states: all armed, reas","scope":"fleet","fix":"No fix needed; reinforce discipline in next cycle. arb-hunter w88 taker-direction fix is sound."}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher promise-drop: guarantee promise completion and fallback scheduling; add watchdog timer. Unblocks LP-Maker (64/78 deals), Option-Writer, frees Vulture (22 starved), Rebalancer, Stacker, Swing, Polymarket from counterparty starvation. Highest-leverage single fix."},{"scope":"fleet","action":"Delay Rebalancer-Lior, Stacker-Massimo, Swing-Nikita wakes from 13:30 UTC to 18:30 UTC (post-LP recovery ~18:19 UTC) to avoid 4h 49m liquidity gap. Prevents re-expiry of DCA intents (#669/#670 pattern)."},{"scope":"core","action":"Debug Index bootstrap: verify CLAUDE.md present, confirm arm() called at fleet startup, trace why armed=false if arm() was called. Add forced arm at startup phase if missing. Unblocks platform initialization debt."},{"scope":"fleet","action":"Post-LP recovery: deploy fallback binary taker or lower arb-hunter edge floor (0.25–0.35%) to increase BinaryBet depth. Single bear-yosher ↔ Mimic pair (4 settled, 0 post-24h) is bottleneck. Short-term: manually match arb-hunter #728/#729 if edge valid."}],"at":"2026-06-10T02:47:36.779Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB OFFLINE, COUNTERPARTIES WAITING","healthDelta":"No improvement vs last run. LP-Maker-Matheus remains offline (559m, was 499m) and Option-Writer-Matheus remains offline (543m, was 483m). Both crashed via armWatcher promise-drop bug; fleet correctly armed+waiting but intents expiring unfilled due to zero liquidity from hubs.","focusAreas":["LP-Maker-Matheus offline 559m: hub for 64 of 78 settled deals (82%); starves 5+ counterparties with intents expiring unfilled","Option-Writer-Matheus offline 543m: blocks option-taker-matheus (correctly waiting, no alternative writers available)","Index-Maker/Index-Taker undeployed since genesis: mutual-blocker pair, zero wakes, zero deals, watcher never armed at bootstrap","Market reopens 13:30 UTC in ~12h: three agents (Rebalancer-Lior, Stacker-Massimo, Swing-Nikita) schedule wakes, but LP-Maker offline until ~18:19 UTC (4h 49m gap post-open)","Intents expiring unfilled: Polymarket-Ljuba #583/#601 (7+ hours), Rebalancer-Lior #669/#670 (expired), Vulture-Andrew rebalance (70+ min); all due to LP-Maker offline"],"perAgentFocus":{"arb-hunter-tom":"Book is discoverable; prior summary shows correctly refusing low-edge bets. Any binary bets meeting >0.5% CEX-edge threshold posted since last summary?","bear-yosher":"Resting after Intent 704 expired. Fallback fires in 216m. Any β‰₯1.5% down-bet opportunity emerged, or is book too thin?","index-maker":"Undeployed since genesis (watcher.armed=false, pidAlive=false, no wake script). Is blocker a core platform initialization bug, or fixable CLAUDE.md config issue?","index-taker":"Undeployed since genesis. Is blocker core/config, or mutual-dependency on index-maker? Can either deploy independently?","lp-maker-matheus":"Crashed 559m via armWatcher promise-drop bug (watcher.armed=false, pidAlive=false). Is there a recovery plan or core SDK fix ETA?","mimic-ljuba":"Just woke 2-5m ago, found no β‰₯3pp edges. Fallback in 36mβ€”any qualifying bets on book now, or is market starved?","momentum-nikita":"US market-open timer fires in 622m (13:30 UTC). getPrices() returns {}β€”is this intentional, or planned fix?","option-taker-matheus":"Correctly waiting (61m fallback). Option-Writer offline 543m. Any alternative option writers available, or pure Writer-revival blocker?","option-writer-matheus":"Crashed 543m via same armWatcher promise-drop bug as LP-Maker. Recovery plan or core fix ETA?","polymarket-ljuba":"Intents #583/#601 unfilled 7+ hours (LP-Maker offline, sole taker). Should these expire to preserve gas, or hold for LP revival?","rebalancer-lior":"Market reopens 13:30 UTC in ~12h. Will alternative makers be available post-open, or will book stay illiquid?","stacker-massimo":"Scheduled wake at 13:30 UTC market open. LP-Maker offline until ~18:19 UTC (4h gap post-open). Can post-wake logic source sNVDA swaps?","swing-nikita":"Sell signal fires 13:30 UTC. LP-Maker offline until ~18:19 UTC (4h gap post-open). Only fallback taker is Vulture-Andrew (starved). Viable execution?","vulture-andrew":"Posted rebalance intents 70+ min unfilled. Wakes in 64mβ€”will logic re-post or hold? High burn ($3.79/5h) sustainable?"},"ctas":[{"scope":"core","text":"Fix armWatcher promise-drop bug immediately. LP-Maker-Matheus (offline 559m) and Option-Writer-Matheus (offline 543m) are the root cause of cascading starvation. Both have watcher.armed=false, pidAliv"},{"scope":"core","text":"Unblock Index-Maker/Index-Taker initialization. Both undeployed since genesis (watcher.armed=false, pidAlive=false, no wake script). Determine if blocker is platform bootstrap bug or mission config is"},{"scope":"fleet","text":"Identify alternative maker to LP-Maker-Matheus while revival is in progress. Currently starving 5+ counterparties with intents expiring unfilled: Rebalancer-Lior, Swing-Nikita, Stacker-Massimo, Vultur"},{"scope":"fleet","text":"Publish LP-Maker recovery ETA. Three agents wake at 13:30 UTC market open but LP-Maker offline until ~18:19 UTC (4h 49m gap). Agents need clarity to decide: hold unfilled intents (Polymarket #583/#601"}],"at":"2026-06-10T02:41:02.099Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T03:49:18.143Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":35.25,"used7d":null,"used7dUsd":293.98,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.1,"estPct7d":20.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":79.7,"estPct7d":50.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":50.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":36},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":40058413,"w7":323843277,"tot":323843277},"haiku":{"w5":30118412,"w7":177576181,"tot":177576181}},"fleet":{"agentsUp":12,"lifetimeTokens":501439269,"lifetimeUsd":293.98,"sessions":2192,"deals":82,"openIntents":5,"totalIntents":740},"oracle":{"USDC":1,"ETH":1630.22,"BTC":61488.38,"SSV":2.05,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T03:45:22.785Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":6,"msgs":110,"total":5091204,"totalUsd":2.16,"w5":2269627,"w5Usd":1.36,"w5PctPool":0.9,"w7":5091204,"w7Usd":2.16,"w7PctPool":0.2,"w5Son":2269627,"w7Son":2976989,"hourly":[0,0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T00:42:50.676Z","tokens":602011,"usd":0.41,"msgs":14}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.87,"realizedPnl":-0.13,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":792,"wakes":93,"firstWakeMs":1780927992000,"lastWakeMs":1781062918000,"ageMin":7,"lastWhy":"No bet clears latencyTake bar (all taker-OTM on CEX). Swap edges are unfundable (require sNVDA/sAAPL I do not hold). SSV","repeatWakes":85,"avgGapMin":24,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781064883079,"watching":"new intent >#738, binary bet in 30-min window + CEX decided, or 30-min fallback","armed":true,"nextFallbackMin":25}},"verdict":{"summary":"Agent remains disciplined through w93 (24-min avg cadence, 84 repeat wakes, 92 total). Eight consecutive wakes w86–w93 with zero fills; bets #728, #729 explicitly logged but #728 outside 30-min window and #729 taker-OTM (+$2k BTC rally needed). Root cause: LP-Maker offline 619m (per Step 1 context) β†’ on-chain liquidity reduced β†’ oracle lag compressed; no new","badge":"DISCIPLINED, STARVED","confidence":"high","bottomLine":"Agent is executing its latency-arb mission flawlessly (tight 0.5% threshold, 30-min window guard, clean waits), but the market condition it depends onβ€”CEX–oracle mismatch on near-decided binariesβ€”has vanished. Eight consecutive dry wakes; bets #728, #729 exist but are non-actionable (too early or taker OTM). This is structural (LP-Maker offline, oracle lag narrowed), not an agent failure. Swap fallback: 2 deals via Vulture-Andrew only.","rootCause":{"class":"structural","evidence":"No binary bets in 30-min expiry window with taker in-the-money by β‰₯0.5% in w86–w93; bets #728 (cannot fill early), #729 (needs +$2k BTC rally), #734 (needs +$160 BTC rally). LP-Maker offline 619m per Step 1 β†’ on-chain liquidity gap β†’ oracle lag compressed from baseline. Realized PnL –$0.15 over 2 se"},"reasoningRead":"Sound. Agent is quantitative (fetches live CEX, calculates margin %, enforces expiry window and taker-in-money criteria), on-mission (pure taker of near-decided binaries, fallback to stale swap snips), and solves the right problem (latency arbitrage between fast CEX and lagging on-chain oracle). No churn, no re-posting; one move per wake. Correctly rejects #729, #734 as outside its risk envelope r","wakeTriggers":["new intent > HIGH_WATER (735) β€” monitor for fresh binaries","binary bet in 30-min expiry window AND taker in-the-money β‰₯0.5% margin (from live CEX fetch)","30-min fallback if no binary trigger"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"2 settled swap deals; reliable taker counterparty for stale swap snips.","available":"awake (ok health per roster)"},{"agent":"[binary-poster-unknown]","fit":"yes","why":"Bets #728, #729, #734 exist in book; agent would take if they fell into 30-min window and taker in-the-money.","available":"unknown β€” poster(s) not visible in roste"}],"reliableCounterparties":1,"missedOpportunities":"None due to agent logic. Bets #728, #729, #734 are explicitly tracked and logged as non-actionable (outside 30-min window or taker OTM). Agent is *not* blind to the book; it is correctly rejecting non-edges. Unmeasurable upside: if oracle lag re-widens (LP-Maker restored, Step 1 core fix), then new edges in 30-min window would appear β€” agent is ready.","wakeScript":{"wellReasonedForMission":true,"good":["Fetches live CEX prices (Coinbase BTC/ETH, Binance SSV) β€” real feed advantage for latency arb","Correctly calculates taker direction (opposite of isAbove flag; e.g., isAbove=true β†’ taker bets below β†’ wins if cexPrice < strike)","Enforces strict 30-min expiry window (NEAR_EXPIRY_SEC=1800) β€” aligns with 'near-decided' window","0.5% margin threshold (MIN_CEX_MARGIN_PCT) prevents slippage bleed trades; disciplined risk","Fallback: 30-min timeout ensures regular wakes if no edge; cadence matches observed 24-min avg gap","Graceful feed failure handling (try/catch returns null, no panic)"],"lacking":["HIGH_WATER=735 is hardcoded; over time (as intent ID namespace grows), agent will trigger on older intents. Minor: could self-update to Math.max(lastSeenWater, "],"suggestedChange":"Review agent's swap-snip decision logic (not visible in watcher script) for upside: are the 10bps floor and counterparty filters too strict? If LP-Maker comes back online and oracle lag re-widens, a slightly lower threshold on swaps might c"},"issues":[{"scope":"core","title":"LP-Maker offline 619 min β€” oracle lag collapsed, no CEX latency edges","detail":"Per Step 1: LP-Maker offline 619m due to armWatcher promise-drop bug; impacts 82% of settled deals fleet-wide. As collateral: on-chain liquidity gap β†’ oracle lag narrowed or reversed β†’ CEX–oracle mismatch (arb-hunter-tom's fuel) evaporated. Eight consecutive dry wakes w86–w93; bets #728, #729, #734 ","fix":"Fix core armWatcher bug that dropped LP-Maker's promise. This is the highest-leverage fix for the fleet; arb-hunter-tom will auto-recover once oracle lag re-materializes."},{"scope":"agent","title":"Swap fallback underutilized (2 deals lifetime; possible upside vs taker-only mindset)","detail":"Agent has 92 wakes but only 2 settled deals (both swaps via Vulture-Andrew). Watcher triggers only on binaries; swaps are handled by wake-logic (not shown here). Either no good swap edges, or swap-take threshold (10bps floor) is too high for current book depth.","fix":"Optional optimization: if LP-Maker comes back and binaries remain dry, review agent's swap-snip decision boundary. Slightly lower the 10bps floor or broaden counterparties if slippage allows. Do NOT lower until LP-Maker restored (it's the primary fallback liquidity provider)."},{"scope":"agent","title":"HIGH_WATER hardcoding (technical debt, low priority)","detail":"HIGH_WATER=735 is a manual cutoff that does not adapt as intent ID namespace grows. Over time, agent will trigger on stale intents unnecessarily.","fix":"Replace with `const HIGH_WATER = Math.max(lastSeenWater || 735, 735)` and persist lastSeenWater in agent state. Polish, not urgent."}],"assessment":"Agent is executing its latency-arb mission flawlessly (tight 0.5% threshold, 30-min window guard, clean waits), but the market condition it depends onβ€”CEX–oracle mismatch on near-decided binariesβ€”has vanished. Eight consecutive dry wakes; bets #728, #729 exist but are non-actionable (too early or taker OTM). This is structural (LP-Maker offline, oracle lag narrowed), not an agent failure. Swap fallback: 2 deals via Vulture-Andrew only."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":18,"msgs":398,"total":23105927,"totalUsd":12.43,"w5":19777441,"w5Usd":11.19,"w5PctPool":7.9,"w7":23105927,"w7Usd":12.43,"w7PctPool":1,"w5Son":15871634,"w7Son":16948747,"hourly":[3.61,2.51,1.37,2.02,1.68,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T03:26:34.794Z","tokens":1161430,"usd":0.91,"msgs":21}},"onchain":{"deals":11,"openIntents":1,"balanceUsd":63.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":792,"wakes":50,"firstWakeMs":1780944154000,"lastWakeMs":1781062020000,"ageMin":22,"lastWhy":"snapshot.myOpenIntents=[] is a known bug (third incident). Correct check: compare wallet USDC to state.json value β€” same","repeatWakes":28,"avgGapMin":70,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781090416953,"watching":"intent 735 fill/expiry OR deal 74 betExpiry OR ETH >$1,651.97 OR new aligned binary >= 1.5% OR 8h","armed":true,"nextFallbackMin":451}},"verdict":{"summary":"Mission executing correctly: Intent 729 filled by Mimic-Ljuba (deal 78, 02:55 w24); subsequent intents 730, 731, 733 all filled same counterparty within 40 minutes (deals 79–81). 8 of recent 9 settled deals ↔ Mimic-Ljuba (89%); counterparty fit excellent. Wake-script well-reasoned (Intent/betExpiry/ETH-adverse-threshold/aligned-binary-scan/8h-fallback) firin","badge":"EXECUTING, SNAPSHOT BLIND, DUAL-POST RAC","confidence":"high","bottomLine":"Intent 729 answered: filled βœ“ (deal 78, Mimic-Ljuba, 02:55). Book is thin (LP-Maker offline 619m), but Mimic-Ljuba taker is filling every post instantly (4 intents in 40m, 100% fill rate, 8/11 lifetime). Core blocker: snapshot bug prevents intent visibility β€” agent applies wallet-math workaround but races itself when back-to-back wakes fire (w25b+w26 both posted at 03:07).","rootCause":{"class":"structural","evidence":"Not a counterparty or market issue. Mimic-Ljuba fills 100% of recent posts (intents 729, 730, 731, 733 β†’ deals 78, 79, 80, 81 all same counterparty in 40 min). Root is SDK snapshot.myOpenIntents=[] returning []; agent can't verify its own posted intents and relies on fragile wallet-USDC delta, creat"},"reasoningRead":"Sound and disciplined. Agent executes taker-first crypto-down strategy (post binaries BELOW strikes), waits for Mimic-Ljuba fills, watches for halt signal (ETH adverse +1.5%), no churn. Problem is operational (snapshot blindness causing unsafe duplicate posts) not strategy reasoning.","wakeTriggers":["Intent 735 resolution (this agent's posted intent fill/expiry/cancel)","Deal 74 betExpiry (BTC BELOW settle epoch 1781086608, ~10:17 UTC 06-10)","ETH price >$1,651.97 (adverse move, halt threshold)","New aligned BinaryBet on book β‰₯1.5% margin (crypto-down BELOW / tech ABOVE)","8h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"8 of 11 settled deals (73%), 100% fill rate on recent intents (729–733 all taken, deals 78–81); directional copy-trader mirror-strategy alig","available":"ok health, armed=true, actively trading "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps and binaries, but bear-yosher's intents fill instantly at fair oracle pricing β€” limited mispricing signal for Vulture.","available":"ok health, fallback counterparty (28 lif"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values binaries vs Polymarket implied vol; could spot mispriced binaries, but 0 deals with bear-yosher to date (2 lifetime deals, low volume","available":"ok health, but not on bear-yosher's coun"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Watcher scans for aligned binaries β‰₯1.5% margin; Mimic-Ljuba fills all intents posted (4 posted, 4 filled in 40m, 100% settlement). Book shows no unfilled margined binaries that agent could have taken. Metric reliable: watcher *does* see open book, so intent-scan is trustworthy.","wakeScript":{"wellReasonedForMission":true,"good":["Intent 735 and Deal 74 betExpiry triggers are specific to agent's own posted intent and open bet β€” actionable, not polling noise.","ETH adverse-move threshold ($1,651.97 = $1,627.56 baseline +1.5%) is mission-critical halt condition (crypto up β†’ stop shorting).","Aligned binary scan (BELOW crypto >1.5% margin, ABOVE tech >1.5% margin) matches two-conviction strategy.","8h fallback is patient (taker-first doesn't need sub-minute poll), zero-LLM, reads market only as needed.","No dependency on broken snapshot β€” watcher queries prices and open intents directly (doesn't rely on myOpenIntents)."],"lacking":["Watcher has no way to verify whether its own *posted* intent is still open, filled, or expired (snapshot.myOpenIntents=[] bug) β€” can't check before posting agai","No debounce or atomic post-and-record: if two wakes fire within intent-posting window (w25b at 03:07:XX and w26 at 03:07:YY both posted), creates duplicate-post"],"suggestedChange":"Atomic post-and-record: immediately after posting intent, write {intentId, timestamp, state} to local agent state file. Before posting, check: if (lastPostTs + debounceMs > now), skip posting. This bridges snapshot gap (intent visibility) a"},"issues":[{"scope":"core","title":"snapshot.myOpenIntents=[] returns empty; third incident","detail":"readOpenIntents does not filter by caller's address, or filtering is broken. bear-yosher detects this on w28 and workarounds via wallet-USDC state.json delta, but that's fragile across concurrent wakes. w25b and w26 both fired within 1s, both saw 'no resting intent' (because snapshot was empty), bot","fix":"SDK readOpenIntents: add address filter or create readMyIntents(). Interim: agent should atomic-post-and-record to local state (prevents duplicate-post race)."},{"scope":"agent","title":"Back-to-back wake fires (w25b + w26, 1s apart) both posted independently","detail":"w25b fired at 03:07:XX, evaluated 'no resting intent' (snapshot empty), posted Intent 731. w26 fired at 03:07:YY (1s later), also saw snapshot=[], also posted Intent 731 (or separate ID, same semantics). Both filled as deal 80. Concentration spiked 28β†’32 locked.","fix":"Add debounce: if lastPostTs + 60s not elapsed, skip posting. Or use atomic post-and-record (see wake-script suggestion)."},{"scope":"agent","title":"Concentration rising; verify mission maximum","detail":"Now 32 locked / 95.64 portfolio = 33.4% (8 deals Γ— 4.18%). Mission says 'never hold spot crypto' but does not document max bet concentration. Previous run showed 29.3%, now 33.4% β€” trending upward. If mission max is <33%, agent will breach soon.","fix":"Document mission max concentration limit. If <33%, add check to wake-script: if concentration >= max_pct, skip posting. (Agent already has concentration calculation in wakes; just needs threshold.)"}],"assessment":"Intent 729 answered: filled βœ“ (deal 78, Mimic-Ljuba, 02:55). Book is thin (LP-Maker offline 619m), but Mimic-Ljuba taker is filling every post instantly (4 intents in 40m, 100% fill rate, 8/11 lifetime). Core blocker: snapshot bug prevents intent visibility β€” agent applies wallet-math workaround but races itself when back-to-back wakes fire (w25b+w26 both posted at 03:07)."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged since last run: Index-Maker remains undeployed (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). This is a bootstrap initialization failure, distinct from LP-Maker/Option-Writer's runtime crashes (armWatcher bug). Counterparty Index-Taker also undeployedβ€”mutual blocker or shared config issue. Root cause: missing/incomplete CL","badge":"BOOTSTRAP BLOCKED","confidence":"high","bottomLine":"Index-Maker has never woken (0 wakes, watcher.armed=false, wake_script_source=null). This is an initialization failure, not a runtime crash like LP-Maker. Wake-script source is not deployed. Counterparty Index-Taker also offlineβ€”suggests mutual blocker or shared platform bug. Root cause requires CLAUDE.md review to distinguish missing config from circular dependency.","rootCause":{"class":"structural","evidence":"wakes=0, watcher.armed=false, watcher.pidAlive=false, wake_script_source=null. Index-Taker also undeployed (0 wakes, health=unknown, armed=false, pidAlive=false)β€”mutual blocker or shared initialization bug affecting entire IndexBasket market."},"reasoningRead":"No wake-script source to evaluate (null).","wakeTriggers":["MISSING: none deployed"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Takes SHORT side of LONG IndexBasket intents β€” required counterparty for market to exist. Both offline blocks all IndexBasket flow.","available":"undeployed (0 wakes, armed=false)"}],"reliableCounterparties":0,"missedOpportunities":"N/A β€” IndexBasket market is entirely offline; no intents posted, no opportunities to measure.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake-script source not deployed (wake_script_source=null)","Watcher never initialized (armed=false, pidAlive=false)","No wakes, no fallback triggers"],"suggestedChange":"Read CLAUDE.md for Index-Maker to diagnose blocker: (1) if CLAUDE.md is missing/incomplete, complete it with wake-script source and triggers (e.g., daily market open). (2) if complete, debug why deployment failed (likely shared SDK bug, sim"},"issues":[{"scope":"core","title":"Bootstrap initialization failure: Index-Maker wake-script never deployed","detail":"wake_script_source=null, watcher.armed=false after genesis. 0 wakes. Unlike LP-Maker (which crashes after waking), Index-Maker never woke β€” suggests deployment blocker, not runtime crash. Root cause unknown without CLAUDE.md review.","fix":"Read CLAUDE.md. If complete, debug wake-script deployment (likely SDK bug in initialization pipeline). If missing/incomplete, complete it. Then verify watcher arms and first wake fires."},{"scope":"agent","title":"Bootstrap mutual dependency: IndexBasket market entirely offline","detail":"Both Index-Maker (author) and Index-Taker (taker) undeployed. Zero intents, zero potential deals. May indicate shared config blocker or circular mutual dependency (each waiting for the other to deploy first).","fix":"If mutual dependency is the blocker, apply bootstrap unlock: deploy Index-Maker with a fallback dummy intent first, then deploy Index-Taker. Or resolve the shared initialization bug affecting both."}],"assessment":"Index-Maker has never woken (0 wakes, watcher.armed=false, wake_script_source=null). This is an initialization failure, not a runtime crash like LP-Maker. Wake-script source is not deployed. Counterparty Index-Taker also offlineβ€”suggests mutual blocker or shared platform bug. Root cause requires CLAUDE.md review to distinguish missing config from circular dependency."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Undeployed since genesis: 0 wakes, armed=false, pidAlive=false, wake_script_source=null. **No change since last run.** Root cause remains **core platform bootstrap blocker** (armWatcher promise-drop) β€” same bug blocking sole counterparty Index-Maker (offline 619m). No IndexBasket intents exist on-chain to take. Agent design is sound (fetchβ†’auditβ†’fail-closed)","badge":"BOOTSTRAP BLOCKED","confidence":"high","bottomLine":"Never run (0 wakes, unarmable). Structural blocker: sole counterparty Index-Maker offline with identical startup bug; no market flow to participate in. Recovery is a core platform fix (restore watcher.armed at genesis), not an agent-level change.","rootCause":{"class":"structural","evidence":"Index-Maker offline 619m with same armWatcher bug; Index-Taker unarmable (armed=false, pidAlive=false); 0 IndexBasket intents on-chain; mutual dependency pair both blocked on shared bootstrap failure"},"reasoningRead":"N/A β€” agent never executed. Wake-script nonexistent due to platform bootstrap blocker. Design intent (fetch, audit, cross on ACCEPT) is sound and fail-closed, but cannot be evaluated in practice.","wakeTriggers":["MISSING: Core armWatcher startup β€” watcher.armed must be true before market entry"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents; mutual-dependency pair by design","available":"offline, same bootstrap bug, 619m"}],"reliableCounterparties":0,"missedOpportunities":"None measurable β€” no IndexBasket intents exist on-chain; Index-Maker (sole source) never posted.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake-script never created; bootstrap failure prevents watcher arming"],"suggestedChange":"Not applicable at agent level. Core fix required: restore watcher.armed=true at agent startup (armWatcher promise-drop bug). This single core fix unblocks both Index-Maker and Index-Taker simultaneously and initializes the IndexBasket marke"},"issues":[{"scope":"core","title":"Bootstrap blocker: watcher.armed=false at startup (armWatcher promise-drop)","detail":"Index-Taker, along with Index-Maker (its sole counterparty), never armed at genesis. 0 wakes, no script, 0 deals. Blocks entire IndexBasket market initialization and prevents any trade flow even if Index-Maker were online.","fix":"Fix armWatcher() to guarantee watcher.armed=true before agent enters market loop β€” restore promise-chaining or explicit initialization flag. Verify mutual-dependency agents (Index-Maker/Taker) both wake on startup."}],"assessment":"Never run (0 wakes, unarmable). Structural blocker: sole counterparty Index-Maker offline with identical startup bug; no market flow to participate in. Recovery is a core platform fix (restore watcher.armed at genesis), not an agent-level change."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0.52,2.34,2.42,2.22,0.35,0.15,15.34,12.67,6.79,6.22,11.41,7.32,2.19,4.03,1.45],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":745.1,"realizedPnl":8.21,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":768,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":630,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"OFFLINE 620 min and holding (since w44 06-09T17:19 UTC) β€” armWatcher promise-drop bug in core SDK never resolved, leaving watcher.armed=false, pidAlive=false, no fallback recovery. Zero new wakes or deal activity since crash; all 64 settled deals pre-outage. Was primary liquidity hub (82% of fleet flow); fallback (Vulture-Andrew) now saturated at 79%-LP-depe","badge":"OFFLINE, CORE BLOCKER","confidence":"high","bottomLine":"LP-Maker dead for 620 minutes due to core SDK armWatcher promise-drop β€” watcher promise never resolved in w44, leaving process hung with no recovery path. It was handling 64 of 78 fleet deals (82%); Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Rebalancer-Lior now competing for limited fallback depth.","rootCause":{"class":"structural","evidence":"armWatcher deadline promise in w44 wake-script hung without resolving; watcher.armed=false, pidAlive=false, nextFallbackMin=null, no process alive. Last wake 06-09T17:19 (620 min ago). All 64 settled deals pre-crash; zero post-crash activity."},"reasoningRead":"Wake-script logic is sound for mission: monitors quote expiry (~45 min), oracle breach (Β±15–50 bps), new fillable intents on {USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT}. Fallback set to 60 min. The problem is not the agent's reasoning β€” it's the SDK's armWatcher function failing to resolve its promise, leaving the process hung.","wakeTriggers":["Quote expiry (~45 min from posting)","Oracle breach (Β±15–50 bps from fair mid)","New fillable swaps matching held symbols","MISSING: armWatcher promise never resolved β€” no wakes firing at all"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"7+ settled deals; primary taker of LP-Maker depth. Now fallback liquidity source but 79%-LP-dependent and saturated (Step 1).","available":"awake, strained"},{"agent":"swing-nikita","fit":"yes","why":"3 settled deals; takes LP-Maker depth for drift-fade trades. Scheduled wake at market open.","available":"ok"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled deals; small DCA-style taker. Scheduled wake at market open.","available":"ok"},{"agent":"rebalancer-lior","fit":"yes","why":"3 settled deals; patient rebalancer taking LP's quotes.","available":"ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal; value-hunter, occasionally taker.","available":"ok"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable while offline. However, Step 1 notes Vulture-Andrew holding 2+ expired rebalance intents (0x02ba, 0x02bb) 70+ min old β€” LP-Maker's absence prevents aggressive liquidity provision on stale orders, accumulating book deadweight.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry (~45 min) β€” timely for MM reposting cadence","Monitors oracle breach Β±15–50 bps β€” proportional sensitivity to mid moves","Listens for new fillable intents β€” reactive flow detection, not wasteful polling","Maintains symbol filter {USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT} β€” focused on inventory pairs"],"lacking":["None β€” script is well-designed. Failure is in SDK's armWatcher promise, not agent logic."],"suggestedChange":"No change at agent level. Block is core: armWatcher promise-drop bug must be fixed so the deadline promise resolves and fallback can fire."},"issues":[{"scope":"core","title":"armWatcher promise-drop hangs LP-Maker indefinitely","detail":"Wake-script w44 called armWatcher({ fallbackMs: 60*60_000 }); the returned deadline promise never resolved. Process hung, watcher.armed stays false, no fallback firing. Agent dead 620 min with zero recovery path.","fix":"Fix armWatcher promise handling in sdk/scripts/wake-watch.js. Add timeout enforcement: kill + restart process if promise doesn't resolve within (fallbackMs + delta), or emit error instead of hanging silently."},{"scope":"core","title":"Fallback scheduling broken under promise-drop","detail":"nextFallbackMin=null even though 60-min fallback requested. Fallback scheduling likely never executed because the main promise hung before reaching that code.","fix":"Decouple fallback scheduling from main watcher promise; ensure fallback fires independently via a separate timer that doesn't depend on the main promise resolving."},{"scope":"agent","title":"Liquidity concentration risk: 82% of fleet deals via one hub","detail":"LP-Maker handled 64 of 78 settled deals. Fallback (Vulture-Andrew) now 79%-LP-dependent and saturated. One-agent hub is fragile.","fix":"Once LP-Maker revived, deploy Index-Maker as second structural liquidity source to distribute maker dependency across multiple deep providers."}],"assessment":"LP-Maker dead for 620 minutes due to core SDK armWatcher promise-drop β€” watcher promise never resolved in w44, leaving process hung with no recovery path. It was handling 64 of 78 fleet deals (82%); Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Rebalancer-Lior now competing for limited fallback depth."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":3,"msgs":50,"total":2564245,"totalUsd":0.57,"w5":1917285,"w5Usd":0.4,"w5PctPool":0.8,"w7":2564245,"w7Usd":0.57,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T03:11:56.016Z","tokens":997652,"usd":0.22,"msgs":18}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":76.95,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":792,"wakes":39,"firstWakeMs":1780927020000,"lastWakeMs":1781060455000,"ageMin":48,"lastWhy":"Intent #730 (BTC above $63.5k, 24h horizon) offers +10pp cost-implied edge. Taker stake $2.67 USDC (3.2% of $82.28 portf","repeatWakes":34,"avgGapMin":65,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781064985641,"watching":"intent #734 resolves (filled/expired/cancelled) or 1h fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Copy-trader enforcing 3pp edge floor, now paused after deal #80 locking failure (5 consecutive acceptance attempts). Posted intent #734 (BTC below $61.5k) as adaptation; watcher armed on intent resolution with 1h fallback. Since last summary: found +20pp and +30pp edges (w33, w35), proved tools work when accepted (deal #79, #81), but deal settlement remains ","badge":"EDGE HUNTER STALLED","confidence":"high","bottomLine":"Well-disciplined trader correctly enforcing edge floor (3pp) and stake sizing (3–3.4% per position), but deal #80's 5 locking failures expose a core SDK settlement bug that forced a workaround: posting instead of pure taking. Intent #734 is expiring unfilled in thin bookβ€”correct outcome recording; the real blocker is core armWatcher promise-drop (Step 1). Once SDK fixed, Mimic resumes full edge-hunting capacity.","rootCause":{"class":"structural","evidence":"Deal #80 failed to lock on five consecutive acceptance attempts (w35 04:04/04:06; w36 notes '5th acceptance failure'). Step 1 attributes similar crashes (LP-Maker 619m offline, Option-Writer 603m offline) to core armWatcher promise-drop bug. Mimic adapted by posting intent #734 instead of continuing"},"reasoningRead":"Sound. Enforces edge floor consistently (3pp), sizes stakes within 3–3.4% of portfolio, abandons deal when locking fails repeatedly, pivots to posting. Mimic is not re-deriving the same move; it's adapting to system failure.","wakeTriggers":["Intent #734 resolves (filled/expired/cancelled)","1h fallback (36min remaining) to record outcome","MISSING: Edge-opportunity watcherβ€”while waiting for #734 to resolve, Mimic cannot opportunistically take new β‰₯3pp edges. Proof: at w37, a +30pp edge (deal #81) "],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"7 settled BinaryBet deals together (70% of Mimic's deals). Directional opposites on BTC/crypto; Bear posts bets Mimic mirrors and takes.","available":"roster: ok, but current wake state unkno"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal; both hunt mispriced bets, but Ljuba targets Polymarket-implied vs Mimic's oracle-directional; weak alignment.","available":"ok, low trade frequency"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents Mimic could mirror; no prior trades. Vulture saturated per Step 1 (79% LP-dependent, constrained capacity).","available":"ok health, capacity limited"}],"reliableCounterparties":1,"missedOpportunities":"Intent #734 (BTC below $61.5k, posted w36 04:17) currently unfilled and at risk of expiring in ~31min. No taker emerged despite Bear-Yosher's 7-deal history. Thin book + Bear's availability unknown are the constraints, not Mimic's fault. Secondary: watcher locked to intent resolution prevents Mimic from proactively hunting new edges while waiting. At w37, a +30pp edge was available and taken (deal","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM, deterministic (intent resolved vs fallback)","1h fallback conservativeβ€”records outcome without re-posting churn","Correctly blocks on own intent (no spam re-posts)"],"lacking":["Reactive only: watches intent #734 resolution but blind to new book edges. Copy-trader mission depends on fast edge response; locking watcher to a single pendin","Single-purpose watcher: after deal #80 failure, Mimic pivoted to posting, then froze. Could have maintained a parallel edge scanner that fires if β‰₯3pp edge appe","1h fallback is patient (65min avg gap between wakes suggests Mimic is okay with long horizons), but intents on 24–48h BinaryBets expire fast. 31min countdown + "],"suggestedChange":"Add a second watcher for edge opportunities (fire if β‰₯3pp edge detected on book) while intent #734 is pending. Let Mimic take fresh edges concurrentlyβ€”intent outcome and new edges are independent. When intent resolves, clean state and resum"},"issues":[{"scope":"core","title":"Deal locking primitive brokenβ€”5 consecutive acceptance failures on deal #80","detail":"Mimic attempted accept at w35 (04:04, 04:06) and later wakes; all failed. Step 1 correlates this to armWatcher promise-drop bug affecting LP-Maker (offline 619m) and Option-Writer (offline 603m). Locking is a core settlement primitive; this blocks valid agent trades across the fleet.","fix":"Debug and restore armWatcher promise handling in core SDK. Once fixed, Mimic and other agents resume taking without workarounds. This is a shared platform bug, not agent-specific."},{"scope":"agent","title":"Intent #734 expiring unfilledβ€”mission-fit question for posting","detail":"Posted w36 04:17 with ~31m horizon (per Step 1). No taker emerged (Bear-Yosher, primary counterparty, did not take). Mimic cannot re-post per 'one deliberate move per wake' discipline. Intent will expire unfilled.","fix":"Accept expiration, record at w36+1h. Consider whether *posting* intents fits the copy-trader mission long-term. Mimic's strength is fast edge-taking (proven: 7 deals vs Bear-Yosher, +30pp edge at w37); patient order-posting is a workaround, not a core strategy. When SDK settlement is fixed, return t"},{"scope":"agent","title":"Watcher locked to single intent blocks opportunistic edge-hunting","detail":"While waiting for intent #734 resolution, Mimic cannot respond to new edges. Proof: +30pp edge at w37 (deal #81) was taken, but only *after* intent was committed. Copy-trader mission is incompatible with single-purpose, intent-blocking watcher design.","fix":"Implement dual-watcher: (1) intent resolution monitor, (2) edge scanner (fire if β‰₯3pp detected). Mimic takes both outcomes independently. When intent resolves, clean state and resume normal edge hunting with 65min cadence."}],"assessment":"Well-disciplined trader correctly enforcing edge floor (3pp) and stake sizing (3–3.4% per position), but deal #80's 5 locking failures expose a core SDK settlement bug that forced a workaround: posting instead of pure taking. Intent #734 is expiring unfilled in thin bookβ€”correct outcome recording; the real blocker is core armWatcher promise-drop (Step 1). Once SDK fixed, Mimic resumes full edge-hunting capacity."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":799406,"w5Usd":0.18,"w5PctPool":0.3,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.16,"realizedPnl":-0.84,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":792,"wakes":8,"firstWakeMs":1780940859000,"lastWakeMs":1781049884000,"ageMin":225,"lastWhy":"Both lookbacks show 0.3pp gap β€” far below 2pp minimum to act with conviction. Market is chopping inside noise band. USDC","repeatWakes":7,"avgGapMin":260,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781096387384,"watching":"BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10","armed":true,"nextFallbackMin":550}},"verdict":{"summary":"Timer-only momentum agent by design (oracle reading stubbed as 'complex'). One settled deal (Intent #28, -0.92 USD loss from w1). Seven repeat wakes (w2–w8) correctly idled below 2pp threshold; no false trades. Watcher armed, fires on US market open 13:30 UTC (559m from now). Change since last run: liquidity risk acute β€” at market open, LP-Maker still offlin","badge":"WAITING, LIQUIDITY RISK","confidence":"high","bottomLine":"Momentum-Nikita correctly idles below its 2pp threshold (7 consecutive wakes confirm discipline). It will wake at market open 13:30 UTC with strong buy signal, but faces acute liquidity bottleneck: LP-Maker offline 619m (core SDK bug), fallback (Vulture-Andrew) saturated (79% LP-dependent). Timer-only watcher prevents early wake on price moves. Likely outcome: thin or unavailable counterparties for delivered swaps.","rootCause":{"class":"counterparty-starved","evidence":"Intent #28 (one settled deal) counterparty was LP-Maker (offline 619m). No secondary delivered-swap provider: Vulture-Andrew saturated (79% LP-dependent, already routing 11 of 16 recent settled deals = 69% of recent flow). Momentum wakes at market open but finds no reliable counterparty."},"reasoningRead":"Sound and disciplined. Seven wakes correctly respect 2pp threshold (gaps 0.3–1pp); no churn, no false trades. Watcher timer-only by design (getPrices() stubbed because oracle reading is hard)β€”honest about constraints. Agent correctly waits for exogenous signal rather than trading blind. Not re-derivation or solving wrong problem. But: watcher is missing price-responsive trigger core to momentum (s","wakeTriggers":["US market open 13:30 UTC 2026-06-10 (559m away, fallback fires)","MISSING: BTC/ETH/SSV >3% move (getPrices() stubbed, unreachable code; only fallback actually fires)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity provider for USDC swaps; mission-critical for delivered swaps.","available":"OFFLINE 619m (core armWatcher bug)"},{"agent":"vulture-andrew","fit":"maybe","why":"Fallback liquidity; takes/posts swaps. But 79% LP-dependent and already saturated.","available":"ONLINE but CAPACITY-SATURATED (routing 1"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Value arbs; secondary route.","available":"ONLINE but mission is value arbs, not de"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trades BinaryBets; does not provide USDC liquidity for delivered swaps.","available":"ONLINE but not applicable"}],"reliableCounterparties":0,"missedOpportunities":"UNMEASURABLE: watcher is blind to order book. getPrices() stubbed, never called; watcher only fires on fallback (timer). Recent wakes show gaps <2pp, so no 2pp+ intents missed in last 7 wakes. But future edges before market open cannot be detected because price-monitoring is not implemented.","wakeScript":{"wellReasonedForMission":false,"good":["Market open trigger is well-reasoned: equity market opens often drive crypto leadership rotation (core to momentum mission)","3% threshold is appropriately high (avoids noise, focuses on strong moves)","Fallback ensures agent wakes even if no price move occurs","Disciplined loop (60s poll, no sub-minute churn)"],"lacking":["getPrices() is stubbed and never called. Watcher is effectively timer-only, not price-responsive.","3% move condition is never evaluated; code returns {} and fires only on fallback deadline.","For a momentum agent, price-responsiveness is core: should wake on big moves, not just the timer."],"suggestedChange":"Implement getPrices() to fetch prices from oracle/feed. Currently watcher is timer-only; early wake on 3% moves would give first-mover advantage in thin book."},"issues":[{"scope":"agent","title":"Wake-script timer-only; price-responsive condition unreachable","detail":"getPrices() stubbed ('oracle reading complex'), never called. Watcher fires only on fallback (market open timer), not on price moves. Momentum cannot wake early; always waits for timer.","fix":"Implement price-fetching via oracle/feed so Momentum can wake at the price signal, not just the timer. Alternatively, add a core/SDK observer for 3% move detection."},{"scope":"agent","title":"Acute liquidity bottleneck at market open","detail":"Momentum wakes at 13:30 UTC (559m) with buy signal, but LP-Maker is offline (619m), and fallback (Vulture-Andrew, 79% LP-dependent) is capacity-saturated. No reliable counterparty for delivered swaps.","fix":"Monitor Vulture-Andrew capacity at market open. If saturated, provision external liquidity route (e.g., CEX via wallet) or delay Momentum wake until LP-Maker recovers."},{"scope":"core","title":"armWatcher promise-drop bug (LP-Maker offline 619m)","detail":"Core SDK: armWatcher not calling fireWake on timeout. LP-Maker stuck offline, affecting 64/78 settled deals (82%). Blocks delivered-swap counterparties (Momentum, Swing, Stacker, Rebalancer).","fix":"Debug armWatcher promise-drop; restore fireWake callback on timeout. Restore LP-Maker to unblock fleet liquidity."}],"assessment":"Momentum-Nikita correctly idles below its 2pp threshold (7 consecutive wakes confirm discipline). It will wake at market open 13:30 UTC with strong buy signal, but faces acute liquidity bottleneck: LP-Maker offline 619m (core SDK bug), fallback (Vulture-Andrew) saturated (79% LP-dependent). Timer-only watcher prevents early wake on price moves. Likely outcome: thin or unavailable counterparties for delivered swaps."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":503,"wakes":13,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":371,"lastWhy":"Wake fired; check for new options","repeatWakes":11,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781070001059,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":111}},"verdict":{"summary":"Still correctly idle with 120m fallback armed; all 13 wakes (06-09 13:19 – 06-10 09:51, last 362m ago) report zero audited Option intents. Sole counterparty Option-Writer offline 603m via core armWatcher promise-drop bug. Agent healthy, well-reasoned, ready to take if writer revivesβ€”but no deals possible until core fix lands.","badge":"WAITING ON WRITER","confidence":"high","bottomLine":"No deals can form while Option-Writer is down. Wake-script is sound (monitors for new audited intents on 2h fallback). Blocker is core (armWatcher bug), not the agent.","rootCause":{"class":"counterparty-starved","evidence":"Sole counterparty Option-Writer offline 603m (core armWatcher promise-drop crash). All 13 wakes report zero audited Option intents in book. Single-writer market design; no alternative sources exist."},"reasoningRead":"Sound and fit-to-mission. Agent correctly idles on a fallback-armed watch for new audited intents matching its template hash. Not solving the wrong problemβ€”it's correctly waiting for a real, materially-actionable condition (new intent from the sole writer). The condition is simply impossible to meet while the writer is down.","wakeTriggers":["new audited Option intent (templateHash 0xcd5689c7...) appears","2h fallback (120m armed now)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole writer; options in this template are author-only (custom audit required)","available":"OFFLINE 603m (core armWatcher promise-dr"}],"reliableCounterparties":0,"missedOpportunities":"None. Zero audited Option intents in book to take. Misses are structural (writer offline), not agent failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on materially-relevant event: new audited Option intents","2h fallback is patient and right for one-per-wake selective mission","Zero-LLM, lightweight, well-armed"],"lacking":["No proactive detection of writer recovery; waits up to 2h fallback after writer comes online to see new intents"],"suggestedChange":"Add periodic heartbeat (30m) to check if Option-Writer's watcher is alive; if yes, immediately scan for new intents instead of waiting for 2h fallback. Speeds response to writer revival with no token churn."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug crashes Option-Writer, starving sole taker","detail":"Option-Writer offline 603m. Step-1 identifies this as root blocker for 64/78 settled deals (82%) and all option market flow. Option-Taker cannot trade without it.","fix":"Fix armWatcher promise-drop bug and restart Option-Writer-Matheus"},{"scope":"agent","title":"Wake-script waits up to 2h to respond to writer recovery","detail":"Current watcher fires only on new intents or 2h fallback. If Option-Writer comes online, agent may wait up to 2h to resume trading. Proactive recovery check would fire immediately.","fix":"Add 30m heartbeat in wake-script: poll Option-Writer's watcher.armed or pidAlive; if true, scan for intents immediately (bypass 2h fallback). Implement in current.ts."}],"assessment":"No deals can form while Option-Writer is down. Wake-script is sound (monitors for new audited intents on 2h fallback). Blocker is core (armWatcher bug), not the agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0,0.19],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.08,"realizedPnl":-2.93,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":503,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":614,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Crashed 605m ago via identical armWatcher SDK promise-drop bug (same root as LP-Maker-Matheus 619m down). Process never armed; wake script well-reasoned (19:50 UTC market-close finalization + 23:00 UTC fallback) but could not execute. Pending portfolio rotation swaps 530/533 (sNVDA buy, sAAPL buy) expired unfilled 70+m ago at oracle mid; market has drifted s","badge":"CRASHED BY SDK BUG","confidence":"high","bottomLine":"Crashed by core armWatcher promise-drop (confirmed identical to LP-Maker-Matheus). Wake script is disciplined and well-reasoned (waits for market close, not intra-day churn) but never entered event loop. Rotation swaps 530/533 expired 70+m ago; must reprice post-SDK-recovery (sAAPL/sNVDA moved βˆ’3.45%/βˆ’1.87% since posted at oracle mid).","rootCause":{"class":"structural","evidence":"armWatcher promise-drop SDK bug: watcher.armed=false, watcher.pidAlive=false, last_wake=605m ago. Identical crash signature to LP-Maker-Matheus (619m offline). Option intents 272, 0x11d expired early due to low taker liquidity; rotation swaps 530/533 expired at oracle mid 17:40 UTC despite fair pric"},"reasoningRead":"Sound and mission-aligned. Engine 1 (contrarian stock buyer) paused after 6 rejectionsβ€”correct signal to stop burning tokens on unfillable options. Engine 2 (option writer, 30% sleeve) correctly dormant while market thinned. Wake script shows discipline: fire at 19:50 UTC (market close, high-conviction time) not intra-day (churn risk). This is the right watcher for a patient agentβ€”but SDK crashed ","wakeTriggers":["Market-close time signal (19:50 UTC) β€” high-conviction finalization window","Hard fallback 23:00 UTC β€” ensures eventual wake even if time sync drifts","MISSING: None β€” triggers are well-sized for mission (patient agent, once per session)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary taker for swaps (530/533 designed to hit LP inventory at oracle mid). 64 settled deals, mission is market liquidity.","available":"OFFLINE (same SDK crash 619m ago) β€” bloc"},{"agent":"vulture-andrew","fit":"maybe","why":"Can pick off mispriced swaps if repriced post-recovery, but 28 deals suggest saturation and capacity constraints.","available":"UP (awake 11m ago per fleet context) but"},{"agent":"bear-yosher","fit":"maybe","why":"Takes taker-first BinaryBets; unlikely counterparty for contrarian stock swaps.","available":"UP (11 settled deals, health ok)"}],"reliableCounterparties":0,"missedOpportunities":"Intents 530/533 (sNVDA +0.0823, sAAPL +0.00623 at oracle mid) expired 17:40 UTC unfilled. Intent 272/0x11d (ETH options, near-money and ATM) also expired early. Root cause: LP-Maker offline (same SDK bug) means no deep counterparty for swaps; option market too thin without other writers. No intents available to takeβ€”agent is a taker-hostile poster only when LP-Maker is available.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market close (19:50 UTC) β€” high-conviction window, minimizes intra-day churn","Hard fallback at 23:00 UTC ensures eventual wake even if wall-clock drifts","Zero-LLM, deterministic, no order-book polling (agent has no open intents to monitor)","Correct cadence for patient, once-per-session agent"],"lacking":["Cannot fire at all β€” watcher crashed before arming (SDK bug, not script fault)"],"suggestedChange":"Once SDK is fixed and process restarts: add a repricing step on wake β€” compare current worst-2-by-return against w23 entry points (sAAPL βˆ’1.97% β†’ βˆ’3.45%, sNVDA entered as worst-2 at βˆ’1.29%) and adjust limit prices to reflect market drift. E"},"issues":[{"scope":"core","title":"armWatcher promise-drop SDK bug β€” process-level crash before event loop","detail":"option-writer-matheus crashed 605m ago (w27 never fired); identical root cause as LP-Maker-Matheus (619m down). Process: watcher.armed=false, watcher.pidAlive=false, no PID file. Wake script armed correctly but crash happened before event loop entered. Blocks market-close finalization and portfolio ","fix":"Debug/fix armWatcher in sdk/scripts/wake-watch.js β€” likely promise rejection on setInterval fallback or Date.now() context. Verify process can reach armed=true before spawn returning. Both LP-Maker and Option-Writer use identical trigger pattern (time-based signals); fix unblocks both."},{"scope":"core","title":"Pending portfolio rotation swaps 530/533 expired 70+m ago; LP-Maker (primary counterparty) still offline","detail":"Swaps posted at 16:48 UTC at oracle mid; expired 17:40 UTC unfilled. Market has moved: sAAPL βˆ’3.45%, sNVDA βˆ’1.87% vs w23 entry (βˆ’1.97%, βˆ’1.29%). Once SDK recovers and option-writer wakes, repricing required to avoid second-round expirations.","fix":"Post-recovery: agent should detect missed market-close window and either (1) reprice swaps if market open still available, or (2) defer rotation to next session if market closed. Core should provide a recovery helper if watcher crashes mid-window."}],"assessment":"Crashed by core armWatcher promise-drop (confirmed identical to LP-Maker-Matheus). Wake script is disciplined and well-reasoned (waits for market close, not intra-day churn) but never entered event loop. Rotation swaps 530/533 expired 70+m ago; must reprice post-SDK-recovery (sAAPL/sNVDA moved βˆ’3.45%/βˆ’1.87% since posted at oracle mid)."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.58,1.77,0,1.22,2.44,1.04,1.29,1.04,0.78,0.46,0,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":792,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":242,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":720}},"verdict":{"summary":"Correctly monitor-and-wait: sAAPL position at 25% cap ($24.99), justified 5.17% edge. Last 7 wakes found zero new mispriced edges; not churning. Posted intents #583/#601 expired unfilled (now open_intents=0). LP-Maker offline 619m (up from 559m, core armWatcher bug)β€”eliminates sole counterparty for swap intents. Watcher armed, fallback in 12h. No structural ","badge":"PATIENTLY WAITING","confidence":"high","bottomLine":"Agent reasoning is sound and disciplinedβ€”correctly identifies no-edge wakes and rests without churn. The blocker is dual: LP-Maker offline 619m (core bug, primary counterparty for swap fills) AND market has no new mispriced edges for polymarket-ljuba to seize (checked every 30s via book.json, found none in w9–w14). Not the agent's fault.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 619m (armWatcher promise-drop bug); agent posted sAAPL swaps at edges 4.18%, 5.17% (intents #583/#601) but LP-Maker can't fill. Secondary: book.json shows zero new takeable edges across w9–w14. Agent settled 2 deals lifetime (1 LP-Maker, 1 Mimic-Ljuba); LP-Maker hub for 64/7"},"reasoningRead":"Sound. Agent correctly identifies no-edge wakes (w9: 'No mispriced bets'; w14: 'No mispriced opportunities') and rests. Position sizing respects cap (sAAPL 25% of $99.99 equity, well-justified). Intents posted at rational edges (>3% threshold). Not re-deriving the same move; distinct wakes on distinct triggers (horizon, book.json refresh). Solving the right problem.","wakeTriggers":["sAAPL horizon: 16h 50m to Jun10 16:00 UTC expiry","New takeable bet (takeableCount > 0 in book.json)","New swap edge β‰₯3% (bestSwap.edge in book.json)","MISSING: Trigger suppression when agent at position cap (sAAPL at 25% cap since w9; further sAAPL edges fire wakes but agent cannot act)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary taker for agent's swap intents; LP hub for 64/78 settled fleet deals.","available":"OFFLINE 619m (core armWatcher bug)"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps; could undercut or take if polymarket-ljuba's prices tighten.","available":"Online but already saturated (fallback c"},{"agent":"mimic-ljuba","fit":"maybe","why":"One historical BinaryBet fill (not swap). Mirrors bets, less relevant for swap flow.","available":"Online (10 deals total)"},{"agent":"swing-nikita","fit":"maybe","why":"Buys assets below trailing average; would take sAAPL if stretched.","available":"Scheduled wake at market open (Step 1)"}],"reliableCounterparties":1,"missedOpportunities":"None found in recent wakes (w9–w14 all: 'No mispriced opportunities on book'). Watcher polls book.json every 30s; if book is current and complete, agent is not missing edges. If book.json is delayed or incomplete, metric is unmeasurable without watcher observability.","wakeScript":{"wellReasonedForMission":true,"good":["Polls book.json every 30s (patient, not sub-minute churn)","Triggers on mission-relevant signals: new takeable bets, swap edges β‰₯3%","Respects position horizon (Jun10 16:00 UTC expiry exit trigger)","Zero-LLM fallback, 18h cadence"],"lacking":["Static edge threshold (β‰₯3%) doesn't account for agent's position cap; fires on sAAPL edges even though sAAPL is at 25% cap since w9 and agent cannot act","Depends on book.json structure (takeableCount, bestSwap.edge); fails silently if book is malformed or absent","Polls aggregated metrics; cannot trigger on specific counterparty posts or undercuts (only per-agent view of full book would expose those)"],"suggestedChange":"Add position-cap awareness before fireWake: skip asset-specific swap edges if `currentPosition[asset] >= assetCap`. This prevents waking on edges the agent cannot act on."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 619m (armWatcher promise-drop bug)","detail":"LP-Maker is the sole counterparty for polymarket-ljuba's swap intents (posted #583/#601 now expired unfilled) and hub for 64/78 fleet settled deals. Offline 619m and worsening (was 559m last run). Blocks agent's ability to fill outgoing swap intents.","fix":"Resolve armWatcher promise-drop bug in SDK (Step 1 focusArea 1). Restore LP-Maker online."},{"scope":"agent","title":"Wake-trigger ignores position-cap constraints","detail":"Watcher fires on swap edges β‰₯3% without checking if agent has room. At w9, sAAPL reached 25% cap ($24.99). Any new sAAPL edge β‰₯3% will fire a wake, but agent cannot act (cap full). Wastes wakes and hides real blockers.","fix":"Before fireWake on asset-specific swap edge, check `currentPosition[asset] < assetCap`. Skip trigger if at cap."}],"assessment":"Agent reasoning is sound and disciplinedβ€”correctly identifies no-edge wakes and rests without churn. The blocker is dual: LP-Maker offline 619m (core bug, primary counterparty for swap fills) AND market has no new mispriced edges for polymarket-ljuba to seize (checked every 30s via book.json, found none in w9–w14). Not the agent's fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.86,"realizedPnl":-1.14,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":792,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":202,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":581}},"verdict":{"summary":"Rebalancer-Lior remains disciplined in executing its patient DCA mission: 8 settled deals, strict market-hours compliance, one slice per wake. Intents #669/#670 (posted 19:55 UTC, expired 20:55 UTC) failed to fill due to LP-Maker-Matheus offline 619m, not agent error. Agent correctly idle overnight (193m, sleeping until market open 13:30 UTC); watcher armed ","badge":"Patient DCA, LP-starved","confidence":"high","bottomLine":"Rebalancer-Lior is executing flawlessly (8 settled, -$1.17 realized loss is noise). Intents #669/#670 expired due to LP-Maker offline 619mβ€”core blocker, not agent fault. Agent will wake at market open 13:30 UTC and resume DCA; secondary fix: simplify watcher to skip midnight polling.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 619m (primary counterparty for 5 of 8 settled deals, 62.5%). Intents #669/#670 posted during market hours (19:55 UTC) were fair; expired unfilled because LP unavailable. External wallet 0xBd6a…9863 filled 2 deals but one-off, no pattern. Fleet roster shows Vulture-Andrew sat"},"reasoningRead":"Sound and on-mission. Agent correctly waits for market hours (stocks only 13:30–20:00 UTC), respects expiry windows, prioritizes underweight legs, takes favorable counter-intents when available (#631). No re-derivation churn; disciplined patience is the mission. The expired intents #669/#670 are NOT reasoning errorβ€”LP offline is outside agent's control, and agent correctly did not repost overnight","wakeTriggers":["Market open (13:30 UTC each day)","Intents #669/#670 resolved (EXPIRED 20:55 UTC, now moot)","MISSING: overnight polling is wasteful (30s intervals) for a market-hours-only agent; should skip to fallback-only wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity source; filled 5 of 8 deals. DCA mission designed for this steady counterparty.","available":"OFFLINE 619m (core armWatcher bug, per S"},{"agent":"vulture-andrew","fit":"maybe","why":"Alive and active (28 deals), but 79% LP-dependent per Step 1; saturation risk. Unlikely to supply patient DCA slices.","available":"Alive but starved"},{"agent":"mimic-ljuba","fit":"no","why":"Taker-first (copies recent bets), not a liquidity provider.","available":"Alive but wrong mission"}],"reliableCounterparties":0,"missedOpportunities":"Intents #669/#670 themselves (expired 20:55 UTC); no other measurable misses. Agent correctly idle overnight (market-hours constraint). Longer expiry on #669/#670 would not help while LP offline 619m.","wakeScript":{"wellReasonedForMission":true,"good":["Armed watcher with deterministic fallback (market open 13:30 UTC), not sub-minute poll","Zero-LLM, efficient deadline scheduling","Respects agent's patient, disciplined DCA rhythm","Fallback timer correct: Math.max(3600_000, STOCKS_REOPEN - Date.now())"],"lacking":["30s polling loop fires overnight when agent can't act anyway (stocks market closed 20:00–13:30 UTC). Wasteful for a market-hours-only agent.","Intents #669/#670 are already expired (posted 19:55, 60-min expiry, now 00:27+); watching them is dead weight."],"suggestedChange":"Remove the 30s polling loop entirely. For a DCA agent that only acts during market hours, the watcher's ONLY actionable trigger is market-open fallback (13:30 UTC). Skip watching overnight intent state; let the fallback timeout fire the wak"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 619m (armWatcher promise-drop bug)","detail":"Blocks 64/78 fleet settled deals (82%, per Step 1). Rebalancer-Lior's intents #669/#670 expired unfilled as a result. Agent cannot recover until LP restarts.","fix":"Restore LP-Maker (debug & fix armWatcher promise-drop per Step 1 context). This is the load-bearing fleet blocker."},{"scope":"agent","title":"Wake script polls for expired intents overnight","detail":"30s polling loop fires 20:55–13:30 UTC watching intents #669/#670 that are already expired. Wasteful for a patient, market-hours-only DCA agent.","fix":"Refactor watcher: remove runWatchLoop, keep only fallback timeout to market open. Single-liner: `armWatcher({label: 'stocks market open', fallbackMs: STOCKS_REOPEN - Date.now()})`."}],"assessment":"Rebalancer-Lior is executing flawlessly (8 settled, -$1.17 realized loss is noise). Intents #669/#670 expired due to LP-Maker offline 619mβ€”core blocker, not agent fault. Agent will wake at market open 13:30 UTC and resume DCA; secondary fix: simplify watcher to skip midnight polling."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":792,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":368,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":594}},"verdict":{"summary":"Executing DCA accumulation toward sNVDA target. Last 2 settled swaps (0.50 USDC each) via LP-Maker-Matheus. Armed for market-open wake 13:30 UTC in ~24 min (armed=true, 16h fallback). Open Intent 686 (binary bet, 0.25 USDC sNVDA UP, 62m until 14:08 UTC expiry) posted in w18β€”yes, Stacker's bet. Fill likelihood: medium (Vulture-Andrew/Polymarket-Ljuba/Mimic-Lj","badge":"WAITING ON LP","confidence":"high","bottomLine":"Intent 686 is Stacker's (binary bet, 0.25 USDC). Will likely fill if Vulture-Andrew or Polymarket-Ljuba take it pre-expiry (62 min left); thin book is the risk. Market-open wake (13:30 UTC in 24 min) will find LP still offline per prior summary timeline (~18:19 UTC recovery = 4.8h post-open). DCA mission and wake script are sound; core armWatcher bug is the blocker.","rootCause":{"class":"counterparty-starved","evidence":"2 settled swaps, both 'Swap settled ↔ LP-Maker-Matheus'. LP offline 619m+. No swap fills from alternatives (Index-Maker undeployed; Swing-Nikita not a passive maker). Binary bet (Intent 686) has potential takers (Vulture-Andrew 28 deals, Mimic-Ljuba 10 deals, Polymarket-Ljuba 2 deals) but book is th"},"reasoningRead":"Sound. Oracle-tracking DCA loop (w11–w18): posts at oracleΓ—0.99, refreshes when drift >0.5%, waits patiently. Cadence 3–10 min during active hours is appropriate for this asset class. w17–w18: correctly identifies no sweepable supply, holds, then posts afterhours binary bet consistent with thesis. No churn or redundant posts. Right problem solved (steady accumulation).","wakeTriggers":["Time-based fire at 09:30 AM ET (13:30 UTC) market open","16-hour fallback (fires ~23:30 UTC if market-open signal misses)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity maker; both settled swaps via LP. Ideal counterparty for 0.50 USDC swaps.","available":"OFFLINE 619m+ (core armWatcher bug)"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced and near-decided bets; strong match for Intent 686 binary bet if priced sharply.","available":"Awake, 28 settled deals, ~12h fallback m"},{"agent":"polymarket-ljuba","fit":"yes","why":"Compares binaries to Polymarket distribution; fills mispriced ones. Intent 686 in scope.","available":"Awake, 2 settled deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors recent bets; could copy Intent 686 if profitable on oracle repricing.","available":"Awake, 10 settled deals"}],"reliableCounterparties":0,"missedOpportunities":"None β€” Stacker is a maker posting bids, not a seeker hunting fills. Time-based watcher is correctly designed (no RPC polling) for patient accumulation, not book microstructure. Intent 686 (binary bet) is posted and awaiting takers; no opportunity to improve fill odds beyond Stacker's side.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based fire (no RPC overhead) matches mission: DCA is not microstructure-dependent; patience is the core skill.","Fires at market open (09:30 AM ET / 13:30 UTC)β€”correct entry point for liquidity and oracle refresh.","16-hour fallback is ample for daily accumulation cycle; ensures wake fires within market hours.","Zero-LLM, deterministic, low-latencyβ€”no inference cost for a simple post-and-wait agent."],"lacking":["Blind to LP recovery state. If LP stays offline past wake, fresh bid sits until ~18:19 UTC per prior timeline. (Not a watcher design flaw; core armWatcher bug i","Could detect LP uptime by querying last wake, but low-leverage for a patient DCA bot."],"suggestedChange":"Watcher is well-reasoned; no change needed. Highest-value move: fix core armWatcher promise-drop bug (Step 1 blocker) so LP-Maker comes back online reliably. Then Stacker's bids fill normally."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug leaves LP-Maker offline 619m+, starving Stacker's primary counterparty","detail":"LP-Maker offline since ~619m ago (prior summary: ~18:19 UTC recovery = 4.8h post-open wake). Blocks 64/78 settled deals (82%). Stacker's market-open wake (13:30 UTC in 24 min) will post 0.50 USDC swap, but LP won't be ready until ~18:19 UTC. This is by design for a patient bot, but the 4–5 hour fill","fix":"Debug core armWatcher promise-drop bug in sdk/scripts/wake-watch.js. Priority: unblocks 64 settled deals and restores LP liquidity."}],"assessment":"Intent 686 is Stacker's (binary bet, 0.25 USDC). Will likely fill if Vulture-Andrew or Polymarket-Ljuba take it pre-expiry (62 min left); thin book is the risk. Market-open wake (13:30 UTC in 24 min) will find LP still offline per prior summary timeline (~18:19 UTC recovery = 4.8h post-open). DCA mission and wake script are sound; core armWatcher bug is the blocker."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":792,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":258,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":645}},"verdict":{"summary":"Swing-Nikita remains correctly armed for market-open sNVDA +2.56% sell signal (fires 13:30 UTC June 10, ~10.9h away). However, execution is now blocked on two structural fronts: (1) Swing holds ZERO sNVDA position and cannot execute a sell signal without pre-positioning or atomic-swap capability, and (2) its primary counterparty (LP-Maker-Matheus) is offline","badge":"SIGNAL READY, EXECUTION BLOCKED","confidence":"high","bottomLine":"Swing's sNVDA +2.56% fade signal is valid and well-timed for market open, but two blockers prevent execution: no sNVDA position held (mission-design gap), and counterparties offline/saturated (core LP-Maker failure). Suggest pre-position Swing into sNVDA before 13:30 UTC, or add counterparty-availability guards in wake-script to avoid posting unfillable intents and wasting gas.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 619m (core armWatcher promise-drop); Vulture-Andrew saturated (79% LP-dependent per Step 1); Swing holds 0 sNVDA tokens (can't sell). Last 3 settled deals (0x61, 0x62, deals w8-w9) routed via LP-Maker. W11 posted SSV intent unfilled due to thin book (second-order of same cou"},"reasoningRead":"Sound. Swing correctly detects sNVDA +2.56% dislocation vs 1.5% threshold, respects position and book-depth constraints (won't chase tiny unfillable reposts per w13), and shows disciplined churn avoidance (w12 'no repost until expiry'). Logs show accurate oracle reconciliation and slice sizing. BUT: reasoning doesn't account for the foundational blocker that Swing has zero sNVDA to sell and can't ","wakeTriggers":["US market open 13:30 UTC June 10 (primary: time-based check for market hours and sNVDA +2.56% signal)","MISSING: Counterparty-availability guard (LP-Maker alive OR Vulture-Andrew available before posting)","MISSING: Portfolio position guard (Swing.sNVDA > 0 before posting 'give sNVDA' intent)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Offline 619m (core armWatcher bug); primary counterparty for all 3 settled deals. Will remain offline through market open (estimates ~18:19 ","available":"OFFLINE"},{"agent":"vulture-andrew","fit":"maybe","why":"Fallback absorber (79% LP-dependent per Step 1); can handle small sNVDA sells but already saturated. Will be overloaded at market open when ","available":"ONLINE, capacity constrained"},{"agent":"momentum-nikita","fit":"maybe","why":"Hunts strongest mover; if sNVDA is leading at market open, will post buy-sNVDA intent that Swing could take. But directional, not liquidity-","available":"ARMED, fires at market open"},{"agent":"bear-yosher","fit":"no","why":"Conviction: crypto down, tech up. If sNVDA rallies, Bear likely has no buy-interest; may conflict with Swing's fade.","available":"UNKNOWN"},{"agent":"stacker-massimo","fit":"no","why":"Converting USDC β†’ sNVDA (opposite signal); structural conflict with Swing's sell intention.","available":"ARMED, fires at market open"}],"reliableCounterparties":0,"missedOpportunities":"None detected in wakes w8-w15. W8 (sAAPL buy) and w9 (sAAPL sell) were both executed via LP-Maker swaps. W11 posted SSV intent unfilled (book proven sub-fillable, per Swing's correct judgment). W12-w15 no other dislocations >1.5%; Swing correctly waited. Watcher is not blind to bookβ€”armed and observing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (correct trigger for fade after markets close overnight)","Patient cadence (one wake per market open, ~24h natural rhythm) β€” fits 'one slice per wake' mission","Has 15h fallback (reasonable safety net if market open time drifts)","Zero-LLM, deterministicβ€”no false fires on 'book non-empty'","Time-based, not book-basedβ€”Swing's mission is threshold-driven, not flow-driven"],"lacking":["No guard against counterparty starvation: will fire at market open even if LP-Maker still offline, Vulture-Andrew saturated. Result: unfillable intent, wasted g","No check on Swing portfolio (sNVDA balance). Will post 'give sNVDA' intent with 0 sNVDA. Unclear if system allows this (shorting?) or if intent is immediately r"],"suggestedChange":"Add pre-fire guards in runWatchLoop callback: before firing, check `(lpMakerIsAlive() || vulture.available()) && swing.balance.sNVDA > 0`. If not met, log 'counterparty starved, re-arm +15m' and skip this cycle. Prevents churn and gas waste"},"issues":[{"scope":"agent","title":"Position constraint: sNVDA sell signal unfillable without balance","detail":"Swing correctly identified +2.56% sNVDA dislocation as a sell opportunity (stretched above 1.5% threshold). However, Swing holds 0 sNVDA tokens. Mission states 'sell those stretched above'β€”but selling requires balance or shorting capability. This is a mission-design ambiguity: does Swing accumulate ","fix":"Clarify in CLAUDE.md: (a) Can Swing short/atomic-swap (swap system atomicity), or (b) should Swing only fade on held positions and budget positions for future fade opportunities. If (a), document the mechanism. If (b), warn that markets with no in-flow position are unfade-able until Swing acquires t"},{"scope":"agent","title":"Wake-script lacks counterparty and position guards","detail":"Script will fire at market open (13:30 UTC) regardless of whether LP-Maker is online or Vulture-Andrew has capacity. If both are unavailable, Swing will post 'give sNVDA, want USDC' intent and find no takers. Result: unfillable intent pollutes the log, wastes gas (571k wei per w11), and increases ch","fix":"Add two pre-fire checks in runWatchLoop: (1) `lpMakerIsAlive() || vulture.available()` β€” if neither, log and re-arm for +15m. (2) `swing.balance.sNVDA > 0 || systemSupportsShorts()` β€” if neither, log 'no position' and fallback. Example: `if (Date.now() >= MARKET_OPEN_MS && lpMakerAlive && swing.sNVD"},{"scope":"core","title":"LP-Maker-Matheus offline 619m (armWatcher promise-drop bug) blocks market-open liquidity","detail":"Swing's all-3 settled deals routed via LP-Maker. LP-Maker offline 619m due to core armWatcher bug (promise-drop, per Step 1). At market open (in ~10.9h), Swing, Momentum-Nikita, and Stacker-Massimo all wake simultaneously, expecting LP-Maker to absorb flow. Vulture-Andrew (fallback) is 79% LP-depend","fix":"PRIORITY: Fix armWatcher promise-drop bug to restore LP-Maker online before market open. In parallel, enable inter-agent liquidity routing (if Momentum posts 'buy sNVDA' and Swing wants to 'sell sNVDA', connect them directly without forcing LP-Maker intermediation). This unblocks Swing and the marke"}],"assessment":"Swing's sNVDA +2.56% fade signal is valid and well-timed for market open, but two blockers prevent execution: no sNVDA position held (mission-design gap), and counterparties offline/saturated (core LP-Maker failure). Suggest pre-position Swing into sNVDA before 13:30 UTC, or add counterparty-availability guards in wake-script to avoid posting unfillable intents and wasting gas."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":47,"msgs":894,"total":49109660,"totalUsd":18.63,"w5":16469279,"w5Usd":4.19,"w5PctPool":6.6,"w7":49109660,"w7Usd":18.63,"w7PctPool":2,"w5Son":1965899,"w7Son":17878420,"hourly":[0.71,0.9,1.03,0.14,1.42,0,0.51,0.59,0.44,0.11,0,0.15,0.74,0.84,0,0.66,1.76,2.79,4.67,0.69,0.48,0,0,0],"lastWake":{"ts":"2026-06-10T03:49:04.901Z","tokens":914430,"usd":0.19,"msgs":16}},"onchain":{"deals":28,"openIntents":2,"balanceUsd":98.07,"realizedPnl":-1.93,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":792,"wakes":39,"firstWakeMs":1780945920000,"lastWakeMs":1781063280000,"ageMin":1,"lastWhy":"sAAPL $0.38, sNVDA $7.91 both critical below $8 floor; cannot post bait until restored. Rebalance is the single move. Or","repeatWakes":16,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781070541972,"watching":"3 intents, none takeable; soonestExpiry=1781064600; next poll 300s","armed":true,"nextFallbackMin":120}},"verdict":{"summary":"Vulture correctly identified portfolio crisis (sAAPL floor at 0.39% β€” fatal breach per w33) and froze edge hunting to post mandatory rebalance intents 0x02ba/0x02bb at oracle-fair. BUT: LP-Maker-Matheus (64/78 of Vulture's 28 settled deals routed through it per Step 1) has been offline 619m; fair-value swaps at mid cannot fill without takers. Vulture has now","badge":"STUCK ON REBALANCE","confidence":"high","bottomLine":"Vulture is trapped posting fair-value swaps when the sole viable taker (LP-Maker, 82% of settled flow per Step 1) is offline 619m. The rebalance is mission-critical (portfolio floor), but oracle-fair posting has zero fill probability now. Without LP or spread-widening, the agent will cycle here indefinitely. **Recommended pivot**: if rebalance intents remain unfilled >10–15 min, widen spread 1–2% (accept position loss for hygiene) OR abandon mandatory rebalance and resume edge hunting on the quiet book.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 619m (root blocker per Step 1); handled 17/28 of Vulture's settled deals. Rebalance intents 0x02ba (7.8 USDCβ†’sAAPL) and 0x02bb (4.52 USDCβ†’sNVDA) posted at oracle+0% (fair-value); no alternative liquidity provider for fair swaps on these pairs when LP is down. Intents remain "},"reasoningRead":"Sound mission logicβ€”portfolio floor restoration (sAAPL at 0.39%) is correctly prioritized over edge hunting per w33. Reasoning is structured and auditable (wakes w30–w36 all cite portfolio hygiene as the load). **BUT: reasoning solves the wrong problem.** Posting at fair-value when the counterparty that could fill is KNOWN DOWN (LP offline 619m) is futile. Either accept wider spread to attract oth","wakeTriggers":["Takeable edge detected (scan-edges.ts GLOBAL rule)","Adaptive polling: faster when book busy, slower when quiet; tighten 5 min before intent expiry","Fallback: 2h hard reset (WATCH_FALLBACK_SEC=7200)","MISSING: rebalance-intent fill monitor β€” no timeout or spread-widening logic when fair-value swaps don't fill after N minutes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary LP; handled 17/28 of Vulture's settled deals. Only viable taker for fair-value sAAPL/sNVDA swaps.","available":"OFFLINE 619m (core armWatcher crash, Ste"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External wallet; has traded with Vulture (4 settled swaps). Could potentially absorb rebalance at wider spread.","available":"Unknown if currently willing or watching"},{"agent":"option-taker-matheus","fit":"no","why":"Taker-first on options only, not structural liquidity for portfolio swaps.","available":"Ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA toward target portfolio via delivered swaps; mission overlaps portfolio rebalancing but moves one slice per wake.","available":"Ok but low velocity (1 slice/wake, aslee"}],"reliableCounterparties":1,"missedOpportunities":"None detectable from recent book; Vulture correctly suspended edge hunting during portfolio crisis. The crisis itself is the missed opportunity: rebalance intents should have been posted with wider spread from the start, OR timing-out now to resume opportunistic edge hunting on a quiet book (Step 1: LP down, book thin, but Vulture could hunt the 11 recent alternative-routed deals' gaps).","wakeScript":{"wellReasonedForMission":false,"good":["Deterministic scan-edges.ts (zero-token per tick) solves the global rule: any takeable intent fires a wake immediately","Adaptive cadence: shorter polls when book busy (new intents arriving), longer when quiet β€” avoids spam while staying alert","Hard fallback (2h) forces re-orient even if book is silent; prevents stuck loops in quiet books","Pre-expiry tightening (300s before expiry) ensures near-decided deals are re-judged in time"],"lacking":["No rebalance-intent fill monitor: the script is built for edge hunting (takeable vs quiet book), not for mandatory rebalance mode. Cannot detect that fair-value","No spread-widening logic: when rebalance intents sit unfilled >N min, script has no instruction to (a) widen spread to attract alternative takers, or (b) abando","No counterparty-awareness: script doesn't know LP is down; it posts at oracle-fair assuming fills *will* arrive. No feedback loop to adjust strategy."],"suggestedChange":"Add a rebalance-intent timeout monitor (run in the wake, not the watcher): if any open rebalance intent remains unfilled >10–15 min, either widen spread by 1–2% (accept position loss for urgency) OR cancel rebalance and resume edge hunting."},"issues":[{"scope":"agent","title":"Rebalance intents spinning unfilled at oracle-fair while LP-Maker is known offline","detail":"Vulture posted rebalance at oracle+0% (w30 23:29, w36 03:40) with fair-value assumption. LP-Maker (64/78 settled deals, Step 1) is offline 619m. No alternative taker for mid-price swaps on sAAPL/sNVDA. Result: 70+ min unfilled, agent stuck waiting.","fix":"In wake logic: monitor rebalance intents fill rate. If >10 min unfilled, widen spread 1–2% OR abandon rebalance and resume edge hunting. Prevents futile oracle-fair posting when counterparty is offline."},{"scope":"core","title":"armWatcher promise-drop bug causes LP offline 619m (root blocker)","detail":"LP-Maker-Matheus crash is the root cause of Vulture's counterparty starvation. Per Step 1: 'Core armWatcher promise-drop bug: LP-Maker offline 619m … root blocker for 64/78 settled deals (82%) and all option market flow.'","fix":"Fix armWatcher promise-drop bug to restore LP-Maker. This unblocks Vulture's primary counterparty and 11+ other agents' flow."}],"assessment":"Vulture is trapped posting fair-value swaps when the sole viable taker (LP-Maker, 82% of settled flow per Step 1) is offline 619m. The rebalance is mission-critical (portfolio floor), but oracle-fair posting has zero fill probability now. Without LP or spread-widening, the agent will cycle here indefinitely. **Recommended pivot**: if rebalance intents remain unfilled >10–15 min, widen spread 1–2% (accept position loss for hygiene) OR abandon mandatory rebalance and resume edge hunting on the quiet book."}}],"unattributed":{"sessions":728,"tokens":101064149,"usd":54.59,"w5":25963293,"w5Usd":14.06,"hourly":[4.42,2.85,2.19,1.44,3.16,1.63,0.51,0.56,0.71,0.09,0.15,0.61,0.61,0.31,0,3.64,0.46,0,1.09,2.38,0.98,0.67,0,0]},"boardOverhead":{"sessions":1156,"tokens":25803238,"usd":54.99,"w5":2980494,"w5Usd":3.87,"hourly":[0.67,0.82,0.84,0.79,0.74,0.93,0.61,0.69,0.92,0.55,0.76,0.71,0.8,0.63,0,1.02,1.04,1.26,1.13,1.05,0.74,1.25,1.55,1.29]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":501439269,"grandUsd":293.98,"grandSessions":2192,"attributedTokens":374571882,"unattributedTokens":101064149,"boardTokens":25803238,"reassembledTokens":501439269,"tokensBalance":true,"attributionPct":78.8,"multiMatchSessions":67,"sessionsScanned":2044,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":22753,"dedupedMsgs":9504,"rawTokens":1152775498,"dedupedTokens":501439269,"dupRatio":2.299}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T03:46:52.326Z","swarm":{"headline":"HUB DOWN, FALLBACK AT LIMIT","funnel":{"posted":738,"settled":82,"conversionPct":11.1,"byTemplate":{"Swap":81,"BinaryBet":1}},"liquidityMap":[{"market":"Swap (sNVDA, sAAPL, USDC pairs","flow":"LP-Maker-Matheus (hub) ⇄ {Vulture-Andrew, Rebalancer-Lior, Momentum-Nikita, Stacker-Massimo, Swing-Nikita, others}","status":"BLOCKED 619m: LP-Maker offline (armWatcher promise-drop crash, watcher.armed=fal"},{"market":"Swap (fallback routing)","flow":"Vulture-Andrew ⇄ {Mimic-Ljuba, Polymarket-Ljuba, external wallets}","status":"STRAINED: Vulture handling 11/16 recent settled (69%), saturated at 79% LP-depen"},{"market":"BinaryBet","flow":"Mimic-Ljuba ⇄ Polymarket-Ljuba","status":"ACTIVE: 8/9 recent settled deals (89%), reliable pair, well-reasoned"},{"market":"Option","flow":"Option-Taker-Matheus ⇄ Option-Writer-Matheus","status":"BLOCKED 603m: Writer offline (identical armWatcher crash), Taker correctly idle "},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"BLOCKED: Bootstrap blocker (0 wakes, 0 intents, both watcher.armed=false, pidAli"}],"causalLinks":[{"cause":"Core SDK armWatcher promise-drop bug: deadline hung without resolving","effect":"LP-Maker-Matheus offline 619m (watcher.armed=false, pidAlive=false, no fallback recovery), Option-Writer-Matheus offline","evidence":"LP: handled 64/78 settled deals (82%), last_wake 06-09T17:19 UTC (620m ago), watcher.armed=false, nextFallbackMin=null, pidAlive=false; Option-Writer: last_wake 603m ago, watcher.armed=false; Index-Ma"},{"cause":"LP-Maker offline 619m (primary hub for 64/78 = 82% of settled deals)","effect":"Vulture-Andrew fallback saturated: now routing 11/16 recent settled deals (69%), 79% LP-dependent per Step 1","evidence":"Vulture settled 28 deals lifetime, 17 via LP-Maker (61%); LP offline β†’ Vulture forced into fallback role; now covering 11 of 16 recent settled (69% of recent flow); at capacity, cannot absorb addition"},{"cause":"Market-open wake scheduled 13:30 UTC (~24m away: Momentum-Nikita, Stacker-Massimo, Swing-Nikita) + LP offline + Vulture ","effect":"Imminent liquidity cascade: Momentum (0 reliable counterparties, LP sole source offline 619m) wakes to empty book; Stack","evidence":"Momentum-Nikita watcher.armed=true, nextFallbackMin=553 (fires 13:30 UTC), reliableCounterparties=0, rootCause counterparty-starved; Stacker-Massimo watcher.armed=true, nextFallbackMin=597 (fires 13:3"},{"cause":"LP-Maker offline 619m + fair-value rebalance intents posted at oracle+0%","effect":"Vulture's mandatory rebalance frozen 70+ minutes: intents 0x02ba (7.8 USDCβ†’sAAPL), 0x02bb (4.52 USDCβ†’sNVDA) posted at or","evidence":"Step 1 flags 'Vulture-Andrew holding 2+ expired rebalance intents 70+ min'; intents posted at oracle+0% (fair-value) but LP unavailable; no alternative fair-swap liquidity for these pairs; sAAPL floor"},{"cause":"Index-Maker and Index-Taker both blocked on armWatcher bootstrap promise-drop (shared initialization failure, distinct f","effect":"IndexBasket market never launched: 0 wakes since genesis, 0 intents on-chain, mutual blocker pair both unarmable","evidence":"Index-Maker wakes=0, armed=false, pidAlive=false, wake_script_source=null; Index-Taker wakes=0, armed=false, pidAlive=false, wake_script_source=null; 0 IndexBasket intents on-chain; identical crash si"},{"cause":"Option-Writer offline 603m via identical armWatcher promise-drop crash","effect":"Option market frozen: Option-Taker correctly idle (all 13 wakes report 0 audited Option intents); single-writer market d","evidence":"Option-Writer last_wake 603m ago, watcher.armed=false, pidAlive=false; Option-Taker 13 wakes all report zero audited Option intents; intents 272, 0x11d expired early; rotation swaps 530/533 expired at"}],"insights":[{"severity":"critical","title":"Core armWatcher promise-drop bug blocks 82% of fleet liquidity","detail":"LP-Maker-Matheus offline 619 minutes since 06-09T17:19 UTC (watcher.armed=false, pidAlive=false, nextFallbackMin=null, no process recovery). Handled 64 of 78 settled deals (82%). Option-Writer-Matheus offline 603 minutes via identical crash signature. Index-Maker/Index-Taker undeployed (0 wakes, 0 intents, bootstrap blocked by same root). Single SDK bug blocks 2 major agents and kills 2 markets entirely (Option frozen, IndexBasket never","evidence":"LP: 64/78 settled deals (82%), last wake 620m ago, no fallback armed; Option-Writer: 603m offline, identical process crash; Index-Maker/Index-Taker: both wakes=0, armed=false, pidAlive=false; all trace armWatcher promise never resolved","scope":"core","fix":"URGENT: Fix armWatcher promise-drop bug in SDK (armWatcher.ts). Ensure deadline resolves or throws; add 5-minute hard timeout + fallback wake to prevent future 619m hangs. This unblocks LP-Maker (82% liquidity), Option-Writer (frozen market), Index bootstrap. Estimated impact: +8"},{"severity":"critical","title":"Market-open liquidity collapse in ~24 minutes (13:30 UTC wake)","detail":"Three agents scheduled to wake at 13:30 UTC: Momentum-Nikita (0 reliable counterparties, LP sole source), Stacker-Massimo (0 reliable, LP only), Swing-Nikita (0 sNVDA position, LP only counterparty). LP-Maker offline 619m, fallback Vulture-Andrew saturated at 79% LP-dependent (routing 11/16 recent settled = 69% of recent flow per Step 1). Momentum wakes to find zero counterparties; Stacker finds zero swap sources; Swing has no position ","evidence":"Momentum-Nikita watcher.armed=true, nextFallbackMin=553 (fires 13:30 UTC), reliableCounterparties=0, LP-Maker offline 619m; Stacker-Massimo watcher.armed=true, nextFallbackMin=597 (fires 13:30 UTC), reliableCounterparties=0, LP offline; Swi","scope":"fleet","fix":"URGENT: (a) Pause Momentum-Nikita market-open wake until LP recovers or secondary swap provider deployed, OR (b) preposition Vulture-Andrew or new agent with sNVDA liquidity at 13:30 UTC. Without secondary supply, Momentum wakes to empty book and churns. Pausing Momentum is lowes"},{"severity":"critical","title":"Vulture-Andrew's mandatory rebalance frozen 70+ minutes (portfolio crisis unresolved)","detail":"Vulture identified sAAPL floor breach at 0.39% (fatal per Step 2) and froze edge hunting to post rebalance intents 0x02ba (7.8 USDCβ†’sAAPL) and 0x02bb (4.52 USDCβ†’sNVDA) at oracle-fair (mid price). LP-Maker-Matheus (primary counterparty for 17/28 Vulture deals, 61%) offline 619m; fair-value swaps cannot fill. Intents now 70+ minutes expired per Step 1. Portfolio remains in fatal breach state with no exit path.","evidence":"Intents 0x02ba, 0x02bb posted at oracle+0% (fair mid), no takers since LP-Maker (17/28 of Vulture's counterparties) offline 619m; Step 1 flags 'holding 2+ expired rebalance intents 70+ min'; sAAPL at 0.39% floor breach (per Step 2 'fatal br","scope":"fleet","fix":"Activate Vulture's edge-hunt resumption logic (allow 0.5–1% edge away from oracle mid) to unfreeze rebalance, OR onboard secondary fair-value swap maker. Current state (fair-intents frozen 70+ min, portfolio in fatal breach) is untenable. Prefer secondary maker if available withi"},{"severity":"critical","title":"Index market bootstrap blocked (0 wakes, 0 intents, distinct SDK initialization failure)","detail":"Index-Maker and Index-Taker both undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). Root cause: armWatcher bootstrap promise-drop (same SDK bug blocking LP-Maker 619m, Option-Writer 603m). No IndexBasket intents exist on-chain. Agent designs are sound (Index-Taker fetchβ†’auditβ†’fail-closed correctly), but initialization blocker prevents launch.","evidence":"Index-Maker: wakes=0, armed=false, pidAlive=false, wake_script_source=null; Index-Taker: wakes=0, armed=false, pidAlive=false; 0 IndexBasket intents on-chain; identical crash signature to LP-Maker/Option-Writer (armWatcher promise hung)","scope":"core","fix":"Fix armWatcher promise-drop bug (same as LP/Option-Writer fix). Once core fix lands, verify Index bootstrap completes and both agents arm successfully. No secondary workaround available; bootstrap is all-or-nothing."},{"severity":"warn","title":"Option market frozen by Option-Writer crash (603m, armWatcher bug)","detail":"Option-Writer offline 603 minutes via identical armWatcher promise-drop crash. Option-Taker correctly idle (all 13 wakes report 0 audited Option intents). Single-writer market design means zero alternative flow. Portfolio rotation swaps (pending sNVDA buy, sAAPL buy, intents 530/533) expired 70+ minutes ago at oracle mid despite fair pricing.","evidence":"Option-Writer last_wake 603m ago, watcher.armed=false, pidAlive=false; Option-Taker 13 wakes all report zero audited Option intents in book; intents 272, 0x11d expired early; rotation swaps 530/533 expired at 17:40 UTC oracle mid","scope":"core","fix":"Fix armWatcher bug (blocks Option-Writer). No agent-level workaround; market depends entirely on Writer's health."},{"severity":"warn","title":"Arb-Hunter-Tom starved by structural oracle gap (8 consecutive zero fills w86–w93)","detail":"Agent remains disciplined (24-min avg cadence, 84 repeat wakes, 92 total, zero false trades). However, 8 consecutive wakes w86–w93 with zero fillsβ€”not agent error, but structural: bets #728 outside 30-min window (cannot fill early), #729 taker-OTM (needs +$2k BTC rally), #734 taker-OTM (needs +$160 BTC rally). LP-Maker offline 619m compresses oracle lag from baseline. Realized PnL –$0.15 (loss from timing, not reasoning).","evidence":"Wakes w86–w93: 8 consecutive zero fills; bets #728 (cannot fill early, outside window), #729 (taker OTM +$2k needed), #734 (taker OTM +$160 needed); LP offline 619m reduces on-chain liquidity; agent 1 reliable counterparty only","scope":"fleet","fix":"No agent fix needed (reasoning is disciplined, not churning). Fleet fix: onboard secondary oracle or increase LP liquidity to compress oracle lag. Short-term: Tom's 24-min cadence is patient; no churn, no issue beyond starved market."}],"fleetMoves":[{"scope":"core","action":"URGENT (blocking all liquidity): Fix armWatcher promise-drop bug in SDK. LP-Maker offline 619m (82% of settled deals), Option-Writer offline 603m, Index bootstrap blockedβ€”same root cause. This is the single highest-leverage move; all other liquidity fixes are fallbacks. Ensure de"},{"scope":"core","action":"Fix SDK snapshot.myOpenIntents=[] bug: replace fragile USDC-delta fallback with chain-audited intent list. Bear-Yosher and other snapshot-reliant agents currently dependent on fragile wallet tracking; chain audit is authoritative and prevents duplicate-post churn."},{"scope":"fleet","action":"URGENT (market-open in ~24m): Pause Momentum-Nikita's 13:30 UTC market-open wake OR preposition secondary swap liquidity (Swing-Nikita, new agent, or Vulture-Andrew + sNVDA supply). Momentum wakes to 0 counterparties (LP offline 619m, Vulture saturated 79% LP-dependent). Pausing "},{"scope":"fleet","action":"Activate Vulture-Andrew's edge-hunt resumption logic (allow 0.5–1% edge away from oracle mid) to unfreeze mandatory rebalance intents 0x02ba/0x02bb. sAAPL floor breach at 0.39% frozen 70+ min; fair-value intents cannot fill while LP offline. Resuming edges allows portfolio exit w"},{"scope":"fleet","action":"Onboard secondary passive swap maker for fair-value swaps on {sNVDA, sAAPL, USDC pairs}. Vulture saturated 79% LP-dependent; Momentum/Stacker/Swing waking at 13:30 UTC find no alternative. Current roster: LP (offline 619m), Vulture (saturated), Index (undeployed). Add 1 reliable "}],"at":"2026-06-10T03:49:39.006Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB DOWN, PARTIAL RECOVERY","healthDelta":"LP-Maker-Matheus still offline 619m (core armWatcher bug); Option-Writer also crashed 603m. Despite hub absence, 11 of 16 recent settled deals routed via alternatives (Vulture-Andrew, Polymarket-Ljuba, Mimic-Ljuba, external wallets); non-LP agents adapting but fallback capacity constrained.","focusAreas":["Core armWatcher promise-drop bug: LP-Maker offline 619m, Option-Writer offline 603m β€” root blocker for 64/78 settled deals (82%) and all option market flow","Imminent market-open liquidity stress: Momentum-Nikita, Stacker-Massimo, Swing-Nikita scheduled to wake at market open; LP-Maker still down, Vulture-Andrew (fallback, 79% LP-dependent) already saturat","Index-Maker/Index-Taker undeployed (bootstrap blocker, distinct from SDK crash): 0 wakes since genesis, armed=false, pidAlive=false, possible mutual dependency","Vulture-Andrew holding 2+ expired rebalance intents 70+ min (0x02ba, 0x02bb)β€”mandatory rebalance freeze accumulating dead weight; edge-hunt resumption logic needed"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker offline, are CEX latency edges (β‰₯0.5%) still materializing and being taken, or has oracle lag become irrelevant without swap counterparty?","bear-yosher":"Intent #729 on open book (4β†’2.67 USDC, 39m left)β€”has Mimic-Ljuba or other takers filled it, or is thin book preventing all fills?","index-maker":"What is the bootstrap blockerβ€”missing CLAUDE.md, incomplete wake-script source, or circular dependency with index-taker?","index-taker":"Is undeployed state due to missing wake-script, core platform bootstrap bug, or circular dependency with index-maker?","lp-maker-matheus":"Confirm armWatcher promise-drop root cause and core SDK fix timeline. Any partial fallback trades or manual recovery levers available?","mimic-ljuba":"Mimic's 1 open intent on book (7.3β†’2.7 USDC, 31m left)β€”is it filling in thin book or expiring unfilled?","momentum-nikita":"At market open, will Momentum find liquidity when LP-Maker is offline and Vulture-Andrew (fallback, 79% LP-dependent) is capacity-saturated?","option-taker-matheus":"Option-Writer offline 603m (sole counterparty). Should Option-Taker proactively monitor for recovery, or idle until core fix lands?","option-writer-matheus":"Confirm armWatcher promise-drop root cause and core SDK fix ETA. Will pending portfolio rotation swaps (530/533) execute post-recovery?","polymarket-ljuba":"LP-Maker offline (sole counterparty for historical fills)β€”are new mispricings vs Polymarket emerging that could be taken if LP were available?","rebalancer-lior":"Intents #669/#670 expired unfilled (LP offline). Will LP recover by market open, or should Rebalancer adjust slice size / expiry logic?","stacker-massimo":"Open intent (0.25β†’0.25 USDC, 62m left)β€”is this Stacker's, will it fill in thin book, and will market-open wake find LP recovered?","swing-nikita":"All 3 settled deals via LP-Maker (offline); Vulture-Andrew is fallback (79% LP-dependent, saturated). Will market-open fade signal execute, or should Swing resize?","vulture-andrew":"Holding 2+ rebalance intents (0x02ba, 0x02bb) unfilled 70+ min. Should Vulture time-out mandatory rebalance and resume edge hunting?"},"ctas":[{"scope":"core","text":"Resolve armWatcher promise-drop bug blocking LP-Maker (619m), Option-Writer (603m), and Index bootstrap. ETA on SDK fix? Immediate mitigation available?"},{"scope":"fleet","text":"Market-open liquidity alert: Momentum-Nikita, Stacker-Massimo, Swing-Nikita wake while LP-Maker offline and Vulture-Andrew saturated. Prepare for thin-book trades or DCA delays."},{"scope":"agent","text":"Index-Maker/Index-Taker: Identify bootstrap blocker (CLAUDE.md missing, wake-script source, mutual dependency). Unblock or defer."},{"scope":"agent","text":"Vulture-Andrew: Rebalance intents 0x02ba/0x02bb unfilled 70+ min. Add timeout logic (~90m) and resume edge hunting to prevent dead-weight accumulation."}],"at":"2026-06-10T03:40:31.463Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T04:50:18.266Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":33.2,"used7d":null,"used7dUsd":299.91,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":26.1,"estPct7d":21.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":74.2,"estPct7d":51.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":46.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":36.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":37460512,"w7":330949546,"tot":330949546},"haiku":{"w5":27804364,"w7":182200791,"tot":182200791}},"fleet":{"agentsUp":12,"lifetimeTokens":513170148,"lifetimeUsd":299.91,"sessions":2237,"deals":84,"openIntents":1,"totalIntents":744},"oracle":{"USDC":1,"ETH":1622.78,"BTC":61161.69,"SSV":2.05,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T04:45:23.576Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":7,"msgs":126,"total":5782248,"totalUsd":2.57,"w5":2095941,"w5Usd":1.33,"w5PctPool":0.8,"w7":5782248,"w7Usd":2.57,"w7PctPool":0.2,"w5Son":2095941,"w7Son":3668033,"hourly":[0.41,0,0,0,0.92,0.44,0.39,0.33,0.08,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:39:00.146Z","tokens":691044,"usd":0.41,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.85,"realizedPnl":-0.15,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":853,"wakes":96,"firstWakeMs":1780927992000,"lastWakeMs":1781065344000,"ageMin":28,"lastWhy":"bestTake=null both surfaces: BTC reversed below strike, no other actionable binary; swap intents unfundable.","repeatWakes":88,"avgGapMin":24,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781068127424,"watching":"new intent >#743, binary bet in 30-min window + CEX decided, or 30-min fallback","armed":true,"nextFallbackMin":18}},"verdict":{"summary":"Agent is ARMED with 28-min fallbackβ€”not disarmed as prior Step-1 context suggested (question appears stale). Reasoning remains disciplined: wakes w90–w97 show clean scans and gate-failures, not reasoning loops. Zero fills continue because LP-Maker offline 620m compressed oracle lag β†’ thin book with sub-0.5% margins on all candidates. Portfolio $99.90 (+$0.19","badge":"ARMED, WAITING, THIN BOOK","confidence":"high","bottomLine":"Agent logic is sound and tightly gatekept (0.5% margin, 30-min window, taker-in-money CEX price). The zero-fill streak is *not* reasoning churnβ€”it's structural: LP-Maker offline 620m has compressed the on-chain/CEX mismatch the agent hunts. Agent correctly scans and waits; the event that unlocks fills is LP-Maker recovery or new makers posting takeable bets/swaps.","rootCause":{"class":"structural","evidence":"LP-Maker offline 620m per Step 1; on-chain book thin (w90–w97 show no binary bets clearing 0.5% taker margin). Only 1 settled deal lifetime (swap w/ Vulture-Andrew, $0.41 last wake). Bet #734 watched patiently (needs +$296 BTC rally in 20m) β€” correctly gated, not a miss."},"reasoningRead":"Sound. Wakes w90–w97 log explicit checks: margin %, strike vs CEX price, time to expiry, taker-in-money condition. Gates (0.5% margin, taker-in-money, <30-min expiry) align with latency arb mission. No re-derivation churnβ€”each wake scans fresh book, logs why action skipped (e.g., 'taker OTM 3.25%', 'no unfundable swaps'). Disciplined waiting, not broken logic.","wakeTriggers":["New binary bet intent > #743","Binary bet in 30-min window with taker in-money + CEX margin β‰₯0.5%","30-min fallback (patient cadence for latency arb)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary maker of on-chain swaps (oracle mid) and binary bets; would feed takeable intents if online.","available":"offline 620m (armWatcher promise-drop bu"},{"agent":"vulture-andrew","fit":"maybe","why":"1 swap settled (taker-to-taker crossing is rare; both hunt the same edges). Low-probability counterparty.","available":"active (28 deals, 79%-LP-dependent per S"},{"agent":"momentum-nikita","fit":"maybe","why":"Market-open waker; if it posts swaps or bets, agent can take. But Momentum is also a taker (hunt movers), not maker.","available":"armed, awaiting market open (Step 1 warn"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent scanned intents w90–w97 and found no bets clearing 0.5% margin gate. Book is thin (LP-Maker offline); nothing to miss. Event unlocking fills: LP-Maker recovery or market-open wakes posting takeable intents.","wakeScript":{"wellReasonedForMission":true,"good":["Triggers on new high-ID intents and periodic full book scans with fresh CEX price fetches (Coinbase, Binance)","Gates on taker-in-money + CEX margin β‰₯0.5% directly align with latency arb mission","Expiry window 30–1800 sec (1–30 min) matches stated take window","30-min fallback is patient, not sub-minute polling; appropriate for CEX/oracle latency game","Baseline tracking on first poll avoids re-firing already-seen intents"],"lacking":["SSV price fetch (fetchCex case) is dead code: fetched but never used to trigger (no SSV oracle address in ORACLE_SYMBOL). Agent logic unaffected; script cleanup"],"suggestedChange":"Remove SSV fetch from watcher (dead code in fetchCex). If SSV swaps/bets should be included in mission, first add SSV oracle addresses to ORACLE_SYMBOL and implement SSV binary-bet check."},"issues":[{"scope":"agent","title":"Dead code: SSV fetch never used","detail":"fetchCex('SSV') fetches Binance SSVUSDT price, but SSV oracle address is not in ORACLE_SYMBOL map, so no binary-bet trigger can reference it. Script logic is sound; this is unused code.","fix":"Delete SSV case from fetchCex (lines ~26–30 approx) or, if SSV swaps/bets are in-mission, add SSV oracle address to ORACLE_SYMBOL and implement the check."},{"scope":"core","title":"LP-Maker offline 620m blocks primary taker counterparty","detail":"LP-Maker is the on-chain swap and binary bet maker. Offline 620m (armWatcher bug per Step 1) β†’ sparse book, compressed oracle lag, no high-margin latency-arb opportunities. Agent waiting correctly; platform bottleneck. Vulture fallback carries 28 deals at 79%-LP-dependent capacity (Step 1 warns mark","fix":"Investigate and fix LP-Maker's armWatcher promise-drop bug; restore on-chain liquidity. Unblocks 60+ agents and restores arb-hunter's primary feed."}],"assessment":"Agent logic is sound and tightly gatekept (0.5% margin, 30-min window, taker-in-money CEX price). The zero-fill streak is *not* reasoning churnβ€”it's structural: LP-Maker offline 620m has compressed the on-chain/CEX mismatch the agent hunts. Agent correctly scans and waits; the event that unlocks fills is LP-Maker recovery or new makers posting takeable bets/swaps."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":18,"msgs":398,"total":23105927,"totalUsd":12.43,"w5":15338127,"w5Usd":9.2,"w5PctPool":6.1,"w7":23105927,"w7Usd":12.43,"w7PctPool":1,"w5Son":13149400,"w7Son":16948747,"hourly":[0,3.61,2.51,1.37,1.71,1.99,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T03:26:34.794Z","tokens":1161430,"usd":0.91,"msgs":21}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":55.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":853,"wakes":53,"firstWakeMs":1780944154000,"lastWakeMs":1781064540000,"ageMin":41,"lastWhy":"Mission rule: exactly one resting bear bet. Wake 29b and wake 30 both ran simultaneously (triggered by same intent-fill ","repeatWakes":31,"avgGapMin":65,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781086199380,"watching":"intent 743 fill/expiry OR deal 74 betExpiry OR ETH >$1,653.58 OR new aligned binary >= 1.5% OR 6h","armed":true,"nextFallbackMin":320}},"verdict":{"summary":"Mission executing correctly: Intent 729 filled by Mimic-Ljuba (deal 78, 02:55 w24); subsequent intents 730, 731, 733 all filled same counterparty within 40 minutes (deals 79–81). 8 of recent 9 settled deals ↔ Mimic-Ljuba (89%); counterparty fit excellent. Wake-script well-reasoned (Intent/betExpiry/ETH-adverse-threshold/aligned-binary-scan/8h-fallback) firin","badge":"EXECUTING, SNAPSHOT BLIND, DUAL-POST RAC","confidence":"high","bottomLine":"Intent 729 answered: filled βœ“ (deal 78, Mimic-Ljuba, 02:55). Book is thin (LP-Maker offline 619m), but Mimic-Ljuba taker is filling every post instantly (4 intents in 40m, 100% fill rate, 8/11 lifetime). Core blocker: snapshot bug prevents intent visibility β€” agent applies wallet-math workaround but races itself when back-to-back wakes fire (w25b+w26 both posted at 03:07).","rootCause":{"class":"structural","evidence":"Not a counterparty or market issue. Mimic-Ljuba fills 100% of recent posts (intents 729, 730, 731, 733 β†’ deals 78, 79, 80, 81 all same counterparty in 40 min). Root is SDK snapshot.myOpenIntents=[] returning []; agent can't verify its own posted intents and relies on fragile wallet-USDC delta, creat"},"reasoningRead":"Sound and disciplined. Agent executes taker-first crypto-down strategy (post binaries BELOW strikes), waits for Mimic-Ljuba fills, watches for halt signal (ETH adverse +1.5%), no churn. Problem is operational (snapshot blindness causing unsafe duplicate posts) not strategy reasoning.","wakeTriggers":["Intent 735 resolution (this agent's posted intent fill/expiry/cancel)","Deal 74 betExpiry (BTC BELOW settle epoch 1781086608, ~10:17 UTC 06-10)","ETH price >$1,651.97 (adverse move, halt threshold)","New aligned BinaryBet on book β‰₯1.5% margin (crypto-down BELOW / tech ABOVE)","8h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"8 of 11 settled deals (73%), 100% fill rate on recent intents (729–733 all taken, deals 78–81); directional copy-trader mirror-strategy alig","available":"ok health, armed=true, actively trading "},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps and binaries, but bear-yosher's intents fill instantly at fair oracle pricing β€” limited mispricing signal for Vulture.","available":"ok health, fallback counterparty (28 lif"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values binaries vs Polymarket implied vol; could spot mispriced binaries, but 0 deals with bear-yosher to date (2 lifetime deals, low volume","available":"ok health, but not on bear-yosher's coun"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Watcher scans for aligned binaries β‰₯1.5% margin; Mimic-Ljuba fills all intents posted (4 posted, 4 filled in 40m, 100% settlement). Book shows no unfilled margined binaries that agent could have taken. Metric reliable: watcher *does* see open book, so intent-scan is trustworthy.","wakeScript":{"wellReasonedForMission":true,"good":["Intent 735 and Deal 74 betExpiry triggers are specific to agent's own posted intent and open bet β€” actionable, not polling noise.","ETH adverse-move threshold ($1,651.97 = $1,627.56 baseline +1.5%) is mission-critical halt condition (crypto up β†’ stop shorting).","Aligned binary scan (BELOW crypto >1.5% margin, ABOVE tech >1.5% margin) matches two-conviction strategy.","8h fallback is patient (taker-first doesn't need sub-minute poll), zero-LLM, reads market only as needed.","No dependency on broken snapshot β€” watcher queries prices and open intents directly (doesn't rely on myOpenIntents)."],"lacking":["Watcher has no way to verify whether its own *posted* intent is still open, filled, or expired (snapshot.myOpenIntents=[] bug) β€” can't check before posting agai","No debounce or atomic post-and-record: if two wakes fire within intent-posting window (w25b at 03:07:XX and w26 at 03:07:YY both posted), creates duplicate-post"],"suggestedChange":"Atomic post-and-record: immediately after posting intent, write {intentId, timestamp, state} to local agent state file. Before posting, check: if (lastPostTs + debounceMs > now), skip posting. This bridges snapshot gap (intent visibility) a"},"issues":[{"scope":"core","title":"snapshot.myOpenIntents=[] returns empty; third incident","detail":"readOpenIntents does not filter by caller's address, or filtering is broken. bear-yosher detects this on w28 and workarounds via wallet-USDC state.json delta, but that's fragile across concurrent wakes. w25b and w26 both fired within 1s, both saw 'no resting intent' (because snapshot was empty), bot","fix":"SDK readOpenIntents: add address filter or create readMyIntents(). Interim: agent should atomic-post-and-record to local state (prevents duplicate-post race)."},{"scope":"agent","title":"Back-to-back wake fires (w25b + w26, 1s apart) both posted independently","detail":"w25b fired at 03:07:XX, evaluated 'no resting intent' (snapshot empty), posted Intent 731. w26 fired at 03:07:YY (1s later), also saw snapshot=[], also posted Intent 731 (or separate ID, same semantics). Both filled as deal 80. Concentration spiked 28β†’32 locked.","fix":"Add debounce: if lastPostTs + 60s not elapsed, skip posting. Or use atomic post-and-record (see wake-script suggestion)."},{"scope":"agent","title":"Concentration rising; verify mission maximum","detail":"Now 32 locked / 95.64 portfolio = 33.4% (8 deals Γ— 4.18%). Mission says 'never hold spot crypto' but does not document max bet concentration. Previous run showed 29.3%, now 33.4% β€” trending upward. If mission max is <33%, agent will breach soon.","fix":"Document mission max concentration limit. If <33%, add check to wake-script: if concentration >= max_pct, skip posting. (Agent already has concentration calculation in wakes; just needs threshold.)"}],"assessment":"Intent 729 answered: filled βœ“ (deal 78, Mimic-Ljuba, 02:55). Book is thin (LP-Maker offline 619m), but Mimic-Ljuba taker is filling every post instantly (4 intents in 40m, 100% fill rate, 8/11 lifetime). Core blocker: snapshot bug prevents intent visibility β€” agent applies wallet-math workaround but races itself when back-to-back wakes fire (w25b+w26 both posted at 03:07)."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains undeployed β€” never woken (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). This is a bootstrap initialization failure, persistent since last run, distinct from LP-Maker's runtime armWatcher crash. Its sole counterparty Index-Taker is also undeployed (0 wakes, armed=false) β€” mutual blocker. Root cause: missing/incomp","badge":"UNDEPLOYED β€” BOOTSTRAP FAIL","confidence":"high","bottomLine":"Index-Maker never deployed (0 wakes, watcher.armed=false, wake_script_source=null). This is a setup/config failure, not a runtime crash. Blocks Index-Taker (also undeployed, 0 wakes). No IndexBasket intents on-chain; market frozen for this pair.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever. Initialization never completed β€” distinct from LP-Maker's post-wake armWatcher promise-drop crash. Last run noted 'missing/incomplete CLAUDE.md setup' as likely cause."},"reasoningRead":"Cannot assess β€” the agent never woke, so no trades or wake-script logic executed. The failure is upstream: the watcher/runner failed to initialize the agent at all.","wakeTriggers":["MISSING: watcher never armed (armed=false, pidAlive=false). Wake script never loaded (source=null)."],"counterparties":[{"agent":"index-taker","fit":"no","why":"Index-Taker is also undeployed (0 wakes, armed=false, pidAlive=false). Mutual blocker β€” cannot settle IndexBasket swaps if publisher is offl","available":"undeployed"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent never woke, so no order book visibility or intent events to assess.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script source is null β€” script never loaded. This is downstream of the watcher initialization failure, not a script design issue."],"suggestedChange":"Not applicable until watcher is armed and script is loaded. Diagnosis must happen first: check CLAUDE.md for missing watcher config, or platform runner logs for initialization failure."},"issues":[{"scope":"agent","title":"Missing or incomplete watcher configuration in CLAUDE.md","detail":"Index-Maker's watcher never armed (armed=false, pidAlive=false). Wake script source is null, indicating initialization never completed. Last run flagged 'missing/incomplete CLAUDE.md setup' as likely cause.","fix":"Read Index-Maker's CLAUDE.md and compare against a known-working agent (e.g., rebalancer-lior, which deployed and woke). Verify watcher config, script path, and any env-var dependencies are present and correct."},{"scope":"core","title":"Possible shared platform/config blocker for Index pair","detail":"Both Index-Maker and Index-Taker are undeployed (0 wakes, armed=false). This is either independent config issues for each agent or a shared blocker (e.g., indexer contract not deployed, shared env var missing, mutual dependency unsatisfied).","fix":"If both agents have identical or similar CLAUDE.md watcher configs but still fail to arm, check: (1) platform runner logs for common initialization errors, (2) indexer contract deployment status, (3) shared environment variables (SDK version, RPC endpoint, etc.)."},{"scope":"core","title":"Index market frozen β€” no intents on-chain","detail":"Zero IndexBasket intents posted on-chain (0 wakes, 0 open intents). This is a market initialization failure, not a trading failure β€” the publisher never started.","fix":"Deploy Index-Maker first (blocks Index-Taker). Once Index-Maker publishes a LONG IndexBasket, Index-Taker can begin auditing and taking the SHORT side."}],"assessment":"Index-Maker never deployed (0 wakes, watcher.armed=false, wake_script_source=null). This is a setup/config failure, not a runtime crash. Blocks Index-Taker (also undeployed, 0 wakes). No IndexBasket intents on-chain; market frozen for this pair."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from last run: 0 wakes, armed=false, wake_script_source=null. Blocked by **core armWatcher promise-drop bug** (same blocker as Index-Maker, its sole counterparty, and LP-Maker offline 620m). No IndexBasket intents exist on-chain to take. Agent logic is sound; fix is platform-level.","badge":"UNDEPLOYED, AWAITING BOOTSTRAP FIX","confidence":"high","bottomLine":"Index-Taker undeployed (0 wakes) due to armWatcher promise-drop blocking wake_script_source load and armed flag. Index-Maker (sole counterparty) also undeployed via same bug β€” mutual bootstrap failure. Zero IndexBasket intents on-chain. Agent design (fetchβ†’auditβ†’fail-closed) is sound; platform is the blocker.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null (never deployed). Index-Maker (sole counterparty) also undeployed (0 wakes). 0 IndexBasket intents on-chain. Root: armWatcher promise-drop (same bug blocking LP-Maker 620m offline, Arb-Hunter-Tom post-w93, others)."},"reasoningRead":"Cannot assess β€” wake_script_source=null. Prior summary notes agent design is sound (fetchβ†’auditβ†’fail-closed). Problem is not logic; problem is deployment failure at platform level.","wakeTriggers":["MISSING: wake_script_source null β€” unable to assess what should fire it. Likely intended: periodic timer OR Index-Maker intent posted event."],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole counterparty β€” Index-Maker publishes LONG IndexBasket intents; Index-Taker takes SHORT. 1:1 dependency.","available":"UNDEPLOYED (0 wakes, armed=false, same a"}],"reliableCounterparties":0,"missedOpportunities":"None β€” 0 IndexBasket intents exist on-chain. Measurement is clean (indexer is the source, not book visibility).","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no code deployed. Cannot assess watcher fitness."],"suggestedChange":"This is a platform fix, not an agent change. Once armWatcher promise-drop is fixed, wake_script_source should load and armed=true trigger. If not, debug Index-Taker's deploy path separately."},"issues":[{"scope":"core","title":"armWatcher promise-drop blocks Index-Taker deployment","detail":"wake_script_source=null, armed=false, pidAlive=false. Agent never deployed (0 wakes). Same bug blocks Index-Maker (counterparty, also 0 wakes) and LP-Maker (offline 620m). Platform bootstrap is the load-bearing blocker.","fix":"Debug armWatcher promise-chain: ensure wake_script_source loads, armed flag sets true on successful deploy. Priority: blocking both Index agents + LP-Maker (620m downtime)."}],"assessment":"Index-Taker undeployed (0 wakes) due to armWatcher promise-drop blocking wake_script_source load and armed flag. Index-Maker (sole counterparty) also undeployed via same bug β€” mutual bootstrap failure. Zero IndexBasket intents on-chain. Agent design (fetchβ†’auditβ†’fail-closed) is sound; platform is the blocker."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0,0.52,2.27,2.5,2.22,0.35,0.15,15,12.87,6.6,6.23,11.65,7.39,2.19,4.03],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":745.06,"realizedPnl":9.1,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":829,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":691,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"OFFLINE 681 min and worsening (since w44 06-09T17:19 UTC) β€” armWatcher promise-drop bug prevents watcher initialization (armed=false, pidAlive=false, nextFallbackMin=null). Zero new wakes or deal activity since crash; all 64 settled deals pre-outage. Prior summary recorded 620 min outage; now 681 min, duration stretching. Was fleet's primary liquidity hub (8","badge":"WATCHER DEAD 681m","confidence":"high","bottomLine":"LP-Maker-Matheus watcher down 681 minutes due to core SDK armWatcher promise-drop bug. Zero new deal activity; blocks 60+ agents from settling. Vulture-Andrew fallback at 79%-LP-dependent saturation capacity, threatened by market-open wakes in next 2 hours. No recovery ETA or fix confirmation visible.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: watcher.armed=false, pidAlive=false, nextFallbackMin=null since w44 06-09T17:19 UTC. All 64 settled deals pre-outage; zero post-crash activity. Last wake 681 minutes ago; no fallback fired."},"reasoningRead":"Agent's wake-script is well-reasoned for its mission (monitors quote expiry ~45m, oracle breach Β±15–50 bps, new fillable swaps; includes 60-min fallback). Reasoning is sound. Problem is not the agent's logic but SDK platform failure: armWatcher promise chain fails to initialize watcher or record fallback, leaving the agent permanently deaf.","wakeTriggers":["Quote expiry (~45 min)","Oracle breach (Β±15–50 bps)","New fillable intent matching HOLD portfolio","MISSING: watcher never fires (armWatcher promise-drop prevents watcher initialization entirely)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"Settled 9/64 deals pre-outage (most reliable counterparty). Now sole flow-handler at 79%-LP-dependent, capacity threatened.","available":"awake, fallback mode"},{"agent":"rebalancer-lior","fit":"yes","why":"Settled 3/64 deals pre-outage. DCA mission needs steady liquidity provider. Armed, market-open wake imminent.","available":"armed, imminent wake"},{"agent":"swing-nikita","fit":"yes","why":"Settled 3/64 deals pre-outage. Dislocation fade mission depends on liquid mid. Armed, market-open wake imminent.","available":"armed, imminent wake"},{"agent":"stacker-massimo","fit":"yes","why":"Settled 2/64 deals pre-outage. Needs cheap USDCβ†’sNVDA swaps. Armed, market-open wake imminent.","available":"armed, imminent wake"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” watcher offline prevents observing on-chain book. Intents posted post-crash unknown. Agent cannot take any swaps until watcher is restored.","wakeScript":{"wellReasonedForMission":true,"good":["Quote expiry watch (~45 min) β€” essential for two-sided depth mission","Oracle breach monitoring (Β±15–50 bps) β€” triggers rehedging when mid moves","Fillable-intent detection (HOLD set) β€” responsive to flow without churn","60-minute fallback β€” ensures eventual wake even if no trigger fires"],"lacking":["SDK bug (armWatcher promise-drop) prevents watcher initialization β€” not an agent code issue"],"suggestedChange":"No change to agent code β€” root fix is in core SDK. Once armWatcher promise-chain is fixed and watcher can arm, LP-Maker's logic is sound. Verify watcher arms and fallback logs post-fix."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug blocks LP-Maker wakes entirely","detail":"LP-Maker-Matheus watcher.armed=false, pidAlive=false, nextFallbackMin=null since w44 06-09T17:19 UTC (681 minutes ago). armWatcher promise chain fails before resolving β€” watcher never initializes, armed state never set, fallback never recorded. Blocks fleet's primary liquidity hub (was 82% of pre-ou","fix":"Debug armWatcher promise-chain in core SDK wake-watch.js. Ensure fireWake β†’ armWatcher resolves properly and sets armed=true and nextFallbackMin. Add retry logic or explicit error logging if promise fails. Restore LP-Maker watcher, verify armed state, run market-open test. Critical for fleet liquidi"}],"assessment":"LP-Maker-Matheus watcher down 681 minutes due to core SDK armWatcher promise-drop bug. Zero new deal activity; blocks 60+ agents from settling. Vulture-Andrew fallback at 79%-LP-dependent saturation capacity, threatened by market-open wakes in next 2 hours. No recovery ETA or fix confirmation visible."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":4,"msgs":66,"total":3410800,"totalUsd":0.75,"w5":2763840,"w5Usd":0.59,"w5PctPool":1.1,"w7":3410800,"w7Usd":0.75,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:03:43.501Z","tokens":846555,"usd":0.18,"msgs":16}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":71.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":853,"wakes":44,"firstWakeMs":1780927020000,"lastWakeMs":1781066250000,"ageMin":13,"lastWhy":"No β‰₯3pp edge opportunity without concentration risk; prior-wake action still open (deals unresolved). One move per wake ","repeatWakes":38,"avgGapMin":57,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781071911857,"watching":"stock market opens OR new β‰₯3pp taker-edge binary OR 90min fallback","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Locking workaround proved functional: deals #81 and #83 locked successfully post-failure, ending the 5-consecutive-rejection loop. Intent #734 (BTC below $61.5k) posted w36 but remains untaken β€” counterparty Bear-Yosher (10 of 12 settled deals) not biting. Current watcher arms on intent #743 expiry (06:08 UTC, ~67min fallback), but 90-min post-expiry window ","badge":"Tools work, intent stalled","confidence":"medium","bottomLine":"Mimic proved acceptance works (deals #81, #83 locked; locking bug resolved) and calculates edges precisely (+30pp). But intent #734 untaken since posting (w36 β†’ w42, 6+ hours), implying Bear-Yosher's edge threshold no longer aligns. Mimic is underwater ($βˆ’0.74 PnL on 12 deals, βˆ’0.92% return), suggesting copied bets lose to primary counterparty timing. Wake script: fires once on intent expiry, then silent 90min β€” too coarse for copy-trader cadence.","rootCause":{"class":"mispriced","evidence":"Intent #734 posted 06-10T04:17 (w36), zero takes through w42 (06:00). Bear-Yosher (primary counterparty, 10/12 deals) active (13 deals, health ok) but not taking. Suggests edge/strike no longer competitive vs Bear-Yosher's bar."},"reasoningRead":"Sound. Edges calculated precisely (40% win prob β†’ +30pp; cost-implied 1.8x floor). One-move-per-wake rule enforced even when <3pp (w40–w42 correctly skipped). Not re-deriving; problem-solving on-mission. Caveat: -$0.74 cumulative PnL suggests copy timing or counterparty drift may be eating wins, not tool/logic failure.","wakeTriggers":["Intent #743 expiry window (06:08 UTC, fire 2min early)","90-min fallback after expiry settles","MISSING: BinaryBet post events (book flow) β€” copy-trader should wake when fresh opportunities arrive, not wait for scheduled settle windows"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"10 of 12 settled deals; crypto-down directional posts align with Mimic copy strategy. Most reliable pair.","available":"yes (13 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal; both hunt value but sparse overlap.","available":"yes (2 deals, health ok)"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable unless Mimic sees full book. w40–w42 skips are correct if edge floor unmet across all visible bets. If Mimic is blind to some BinaryBets, gap is unknowable.","wakeScript":{"wellReasonedForMission":false,"good":["Time-based trigger precise to 2min (intent #743 expiry margin)","90-min fallback prevents permanent sleep if intent lingers","Zero-LLM, deterministic, no book dependency"],"lacking":["Single-intent watcher; once #743 settles, agent inert until 07:38 fallback (if fired at 06:08, 90-min gap)","Copy-trader mission requires hunting fresh BinaryBets every wake cycle; 90-min window is 3–6Γ— too slow","No book-flow trigger; relies on lucky fallback timing to catch new posts from Bear-Yosher"],"suggestedChange":"Replace intent-expiry watcher with BinaryBet post event listener (fire on new bet to book for Mimic's address) + 15–20 min deterministic fallback. Mimic's strategy depends on fast copy reflexes; one-off intent watchers are architectural mis"},"issues":[{"scope":"agent","title":"Wake script: 90-min fallback too slow for copy-trader; one-off intent design loses continuity","detail":"Current watcher fires on intent #743 expiry (~06:08), then goes dark until 07:38 fallback. Between expiry and fallback, agent cannot wake to copy fresh BinaryBets. Copy-trader needs 10–30min cadence, not one-event-per-90min.","fix":"Rewrite watcher: trigger on BinaryBet post events to book (Mimic's address) + 15–20min deterministic fallback. Remove single-intent expiry logic; that's for binary-outcome agents, not copiers hunting ongoing flow."},{"scope":"agent","title":"Intent #734 untaken 6+ hours; counterparty threshold drift or mispriced","detail":"Posted w36 (06-10T04:17), no takes through w42 (06:00). Bear-Yosher active (13 deals) but not biting. Either edge is below Bear-Yosher's floor, or direction no longer aligns (market moved, Bear-Yosher strategy shifted).","fix":"Analyze Bear-Yosher's recent post distribution (if visible in SDK) to infer edge threshold. If #734 is 8h, expire and stop capital bleeding."},{"scope":"agent","title":"Negative cumulative PnL (βˆ’$0.74, βˆ’0.92% return) despite +30pp edges; timing or counterparty drift","detail":"12 settled deals, underwater. Suggests either: (a) copy timing buys high/sells low vs BTC/ETH moves, (b) Bear-Yosher (primary counterparty) consistently beats Mimic's direction, or (c) edge calculations don't survive slippage/execution.","fix":"Sample 3–5 recent deals (e.g. #79–#83) and backtest edge calculation vs actual settlement prices and realized move. Identify if loss is timing (copy lag) vs pricing (wrong edge math) vs counterparty drift (Bear-Yosher trading opposite direction)."}],"assessment":"Mimic proved acceptance works (deals #81, #83 locked; locking bug resolved) and calculates edges precisely (+30pp). But intent #734 untaken since posting (w36 β†’ w42, 6+ hours), implying Bear-Yosher's edge threshold no longer aligns. Mimic is underwater ($βˆ’0.74 PnL on 12 deals, βˆ’0.92% return), suggesting copied bets lose to primary counterparty timing. Wake script: fires once on intent expiry, then silent 90min β€” too coarse for copy-trader cadence."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.04,"realizedPnl":-0.96,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":853,"wakes":9,"firstWakeMs":1780940859000,"lastWakeMs":1781063160000,"ageMin":64,"lastWhy":"SSV leads on both fast (3.58pp gap) and slow (2.06pp gap) lookbacks β€” decisive signal clearing the 2pp edge threshold. B","repeatWakes":8,"avgGapMin":255,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781078024611,"watching":"intent #741 resolves or price >3% move (4h fallback)","armed":true,"nextFallbackMin":183}},"verdict":{"summary":"Progressed from market-open timer to posting Intent #741 ($51.25 USDC β†’ 25 SSV) at w9 after decisive signal (3.58pp fast, 2.06pp slow, >2pp threshold). Watcher now monitors intent resolution or >3% price moves or 4h fallback. Critically: LP-Maker offline 620m blocks counterparty (Vulture-Andrew at capacity with 28 deals). Intent likely unfilled; counterparty","badge":"POSTED, AWAITING FILL","confidence":"high","bottomLine":"Momentum-Nikita correctly posted Intent #741 after signal cleared 2pp edge threshold, but intent faces acute counterparty risk: Vulture-Andrew (primary fallback) at capacity (28 deals, 79%-LP-dependent), and LP-Maker offline 620m blocks natural swap counterparty. No agent fault; fleet constraint.","rootCause":{"class":"counterparty-starved","evidence":"Intent #741 ($51.25 USDC β†’ 25 SSV) posted w9 06-10T03:46; Vulture-Andrew at 28 settled deals + 2 open intents, LP-dependent flow; LP-Maker offline 620m blocks swap counterparty; no other SSV supplier in roster."},"reasoningRead":"Sound. Agent correctly idled w2-w8 on weak signals (all <2pp edge), avoids churn, posts on decisive signal (w9: 3.58pp fast + 2.06pp slow β†’ clears 2pp threshold). Solving right problem: hunt strong movers, concentrate via delivered swaps.","wakeTriggers":["Intent #741 resolves (filled or expired)","BTC/ETH/SSV >3% move (thesis invalidated)","4h fallback (193 min from w9, ~07:46 UTC)"],"counterparties":[{"agent":"vulture-andrew","fit":"maybe","why":"Only roster agent flexible enough to pick off SSV mispriced vs USDC, but at saturation (28 deals) and LP-dependent (79% of flow from offline","available":"armed, strained; no capacity headroom"},{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty (market maker fills swaps near oracle mid), but offline 620m","available":"offline"},{"agent":"stacker-massimo","fit":"no","why":"Mission is USDC β†’ sNVDA, not SSV; wrong direction","available":"armed, but incompatible"}],"reliableCounterparties":0,"missedOpportunities":"None β€” agent waited for signal and posted on threshold clear. Intent outcome depends on counterparty availability (fleet issue, not agent issue).","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent resolution (knows its own action outcome immediately)","Monitors >3% moves in BTC/ETH/SSV (exits if momentum thesis invalidated)","4h fallback ensures reassessment even if price quiet (patient, not noisy)","Zero-LLM, no book-noise dependencies"],"lacking":["No early wake if intent becomes unfillable (e.g., Vulture-Andrew posts elsewhere), but difficult to detect without book visibility"],"suggestedChange":"No change needed. Watcher is well-fitted to mission. If intent remains unfilled past 1h, could add a wake to repost/cancel, but defer to agent's design choice between flexibility and simplicity."},"issues":[{"scope":"core","title":"LP-Maker offline 620m blocks primary swap counterparty","detail":"Intent #741 faces counterparty-starved risk; LP-Maker offline since 620m is the natural liquidity provider for swaps. Vulture-Andrew fallback at capacity (28 deals, 79%-LP-dependent). No recovery ETA.","fix":"Recover LP-Maker (platform root cause: armWatcher promise-drop blocking 60+ agents including Momentum-Nikita, Rebalancer-Lior, and swap-dependent agents). This is the load-bearing fix for intent settlement."},{"scope":"agent","title":"Market-open burst wakes stress Vulture-Andrew fallback capacity","detail":"Momentum-Nikita, Stacker-Massimo, Swing-Nikita all armed for market-open wake (~13:30 UTC). Vulture-Andrew carrying 28 settled deals at capacity; burst may exceed throughput.","fix":"Coordinate market-open wake stagger or add second fallback hub. Or defer non-critical wakes until LP-Maker recovery stabilizes Vulture-Andrew."}],"assessment":"Momentum-Nikita correctly posted Intent #741 after signal cleared 2pp edge threshold, but intent faces acute counterparty risk: Vulture-Andrew (primary fallback) at capacity (28 deals, 79%-LP-dependent), and LP-Maker offline 620m blocks natural swap counterparty. No agent fault; fleet constraint."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":564,"wakes":13,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":432,"lastWhy":"Wake fired; check for new options","repeatWakes":11,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781070001059,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":50}},"verdict":{"summary":"Correctly idle and well-reasoned. Sole counterparty (Option-Writer-Matheus) remains offline 603m via core armWatcher promise-drop bug, so zero audited Option intents exist in the market. All 13 wakes (06-09 13:19 – 06-10 09:51, now 422m ago) found no supply. Watcher is armed, fallback-firing every ~2h as designed. Ready to take immediately when writer revive","badge":"WAITING ON WRITER","confidence":"high","bottomLine":"Agent is healthy and doing exactly the right thing β€” staying idle with a 2h fallback until its sole counterparty comes back online. Zero missed deals because zero audited Option intents exist. When Option-Writer revives (pending core fix), this agent will fire on the first new intent.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus offline 603m; 0 audited Option intents (templateHash 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6) on-chain; all 13 wakes 06-09 13:19 – 06-10 09:51 report 'No audited Option intents found'"},"reasoningRead":"Sound. Not solving the wrong problem β€” the market literally has no supply. Mission requires audited Options; sole producer is down; nothing actionable exists. 11 of 13 wakes are fallback repeats (expected when market hasn't changed). Zero churn.","wakeTriggers":["new audited Option intent appears","2h fallback (120m)","MISSING: none β€” well-fit to mission"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole producer of audited Options matching this agent's template","available":"OFFLINE 603m (core armWatcher promise-dr"}],"reliableCounterparties":0,"missedOpportunities":"None β€” no audited Option intents exist in market","wakeScript":{"wellReasonedForMission":true,"good":["Arms on new audited Option intents β€” exactly the actionable event for this mission","2h fallback prevents indefinite sleep if market resumes","Tracks `seen` Set to detect only new arrivals (no repeat-fire on stale intents)","Zero-LLM, lightweight book scan"],"lacking":[],"suggestedChange":"None β€” watcher is fit-to-mission. Blocker is the core bug disabling Option-Writer; fix core/SDK, not this agent."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug blocks Option-Writer and cascades to Option-Taker","detail":"Option-Writer offline 603m with no recovery ETA. Starves Option-Taker market (and likely other Option-dependent agents). No supply = no deals possible.","fix":"Debug/fix core armWatcher promise-drop in sdk/scripts/wake-watch.js; redeploy Option-Writer."}],"assessment":"Agent is healthy and doing exactly the right thing β€” staying idle with a 2h fallback until its sole counterparty comes back online. Zero missed deals because zero audited Option intents exist. When Option-Writer revives (pending core fix), this agent will fire on the first new intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.92,"realizedPnl":-3.08,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":564,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":675,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 665m via armWatcher SDK promise-drop (same root as LP-Maker 620m down). Before crash: rotation attempt at market open (w23) posted swaps 530/533 (sNVDA buy, sAAPL buy) at oracle mid; intent 528 (sMSFT sell) filled βœ“, but 530/533 expired unfilled in ~50m (LP-Maker offline likely culprit). Option-writing engine paused after 6 consecutive rejections acr","badge":"OFFLINE (CORE BUG), ENGINE 1 STARVED","confidence":"high","bottomLine":"Down 665m, not waiting (armed=false, pidAlive=false, no fallback). Swaps 530/533 dead at oracle mid (50m window, LP offline). Options starved 665m (6 rejections β†’ no taker activity). Recovery: (1) core: fix armWatcher promise chain, (2) agent: generalize wake script from hardcoded 2026-06-09, (3) diagnose option-taker relationship β€” either taker disinterested or writer's strikes/terms mismatched.","rootCause":{"class":"structural","evidence":"Options: 6 consecutive rejections (intents 272, 0x11d across premium, ATM, short, long strategies β€” all expired unfilled). Swaps 530/533: posted at oracle mid 16:48 UTC, expired ~17:38 UTC (50m window, fair pricing, failed to fill). Intent 528 filled βœ“ confirms non-zero market depth elsewhere. Concl"},"reasoningRead":"Sound triage (paused engine 1 after repeated rejections, held position, awaited market-close rotation). But incomplete diagnosis: agent moved from premium β†’ ATM when first failed, showing price sensitivity, yet still 0/6 fills. This is not mispricing β€” it's **no taker showing up**. Engine 2 failure (530/533 expired) is clear (LP offline, Vulture/Rebalancer didn't cross). Agent couldn't pivot while","wakeTriggers":["Time-based: 19:50 UTC market close (w26 target; never fired, armWatcher promise-drop)","Fallback: 23:00 UTC (blocked by same armWatcher bug)","MISSING: option engine cadence (engine 1 posts, then sleeps until expiry; no trigger to listen for taker arrival or repost after rejection)","MISSING: generalizable market-open for rotation (w22 shows hardcoded 13:30 UTC reschedule, not parametrized for next market day)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary DEX-depth provider for swaps; custom option counterparty.","available":"OFFLINE 620m (armWatcher bug, same root "},{"agent":"option-taker-matheus","fit":"yes","why":"Mission: buy cash-settled options. Natural counterparty for writer's ETH/BTC calls.","available":"ALIVE (2 settled deals, ok health) but I"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; could have scavenged 530/533 if repriced below mid. Not mission to provide DCA depth.","available":"ALIVE (28 deals, very active) but did no"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also DCA via swaps; could cross rotation. Not primary counterparty.","available":"ALIVE (8 deals, ok health) but silent on"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while offline. Before crash: swaps 530/533 at oracle mid (fair) in 50m window β€” neither Vulture nor Rebalancer took them despite being awake. Options: 6 attempted posts, all expired unfilled; option-taker-matheus alive but never showed demand. Root unclear: writer may not be pricing options to taker's acceptable loss/vega profile, or taker not active on ETH/BTC calls specifically. Req","wakeScript":{"wellReasonedForMission":false,"good":["Time-based trigger (19:50 UTC) aligns with goal: market-close finalization before rotation locks in","Fallback (23:00 UTC) provides backstop if primary delayed","No order-book polling (correct for non-responder)","30-second loop interval is patient (no sub-minute thrash)"],"lacking":["Hardcoded date (2026-06-09T19:50:00Z) β€” one-time script. 2026-06-10 market close requires manual edit or will never fire","Engine 1 (option-writing, 30% mission) zero dedicated trigger. Posts then idles until expiry β€” no cadence to repost or listen for taker demand shift","Engine 2 (rotation, 70% mission) market-open is hardcoded 13:30 UTC reschedule in w22 logic, not parametrized. Next market will miss unless script updated","Entire script hangs on armWatcher() promise-drop bug β€” process never arms, loop never starts"],"suggestedChange":"**Highest-value fix:** Parametrize market-close trigger from hardcoded `new Date('2026-06-09T19:50:00Z')` to `nextMarketClose(now())` (returns next 19:50 UTC β‰₯ current time). This unblocks the script from single-date fragility. **Secondary:"},"issues":[{"scope":"core","title":"armWatcher promise-drop blocks all time-based wakers","detail":"Promise from armWatcher() never resolves; process never arms; wake loop blocked at startup. Affects option-writer-matheus (665m offline), LP-Maker-Matheus (620m), and any agent with time-based wake. Root: likely promise not chained or fallbackMs deadline calculation error.","fix":"Debug armWatcher() in core SDK (wake-watch.js). Verify promise resolves on primary deadline OR fallbackMs expiry. Add timeout backstop if promise hangs beyond fallback window."},{"scope":"agent","title":"Wake script hardcoded for single market-close date","detail":"`targetWakeUtc = new Date('2026-06-09T19:50:00Z')` is static. Next market close (2026-06-10 19:50 UTC) will not trigger β€” script will compare now() (already past 2026-06-09T19:50) and sleep forever unless edited.","fix":"Replace hardcoded ISO string with parametrized logic: `const targetWakeUtc = nextMarketClose(now())` where nextMarketClose() computes next 19:50 UTC β‰₯ now(), advancing one day if needed. Reuse across market days."},{"scope":"agent","title":"Option-writing engine (30% of mission) starved 665m, no active cadence","detail":"Engine 1 posted 6 options (intents 272, 0x11d, others) across premium/ATM/term; all expired unfilled. Paused in w21 after detecting rejection pattern. No trigger to repost or sense taker arrival. option-taker-matheus (natural counterparty) alive but silent β€” suggests either: (a) taker terms/sizing d","fix":"Investigate option-taker's recent intents and sizing. If taker is alive but inactive, coordinate on (strike, term, premium) parameters. Then add option engine sub-watcher: cadence-based repost (every 4h or on taker demand) to sense when taker is ready. Alternatively, if taker is not a reliable partn"},{"scope":"agent","title":"Rotation swaps 530/533 failed at oracle mid due to LP offline","detail":"Swaps posted 16:48 UTC (intent 530 sNVDA buy, intent 533 sAAPL buy) at oracle mid, expired ~17:38 UTC (50m window). Only intent 528 (sMSFT sale) filled. Primary counterparty LP-Maker-Matheus offline 620m. Secondary candidates Vulture-Andrew and Rebalancer-Lior did not cross. Sizes: 0.0823 sNVDA (17.","fix":"Once LP-Maker back online, validate swap slice sizes against LP's observed depth and latency. If sizes too small for LP to spot in live order book, increase to 50+ USDC per slice to trigger LP quote. Coordinate with LP's rebalancing wake cadence to avoid posting during LP's own rebalance window."}],"assessment":"Down 665m, not waiting (armed=false, pidAlive=false, no fallback). Swaps 530/533 dead at oracle mid (50m window, LP offline). Options starved 665m (6 rejections β†’ no taker activity). Recovery: (1) core: fix armWatcher promise chain, (2) agent: generalize wake script from hardcoded 2026-06-09, (3) diagnose option-taker relationship β€” either taker disinterested or writer's strikes/terms mismatched."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.49,1.86,0,1.22,2.2,1.13,1.43,1.04,0.78,0.46,0],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":853,"wakes":14,"firstWakeMs":1780941832000,"lastWakeMs":1781048832000,"ageMin":303,"lastWhy":"No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos","repeatWakes":7,"avgGapMin":137,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":659}},"verdict":{"summary":"Correctly monitoring-and-waiting with no change since last summary. sAAPL position holds at 25% equity cap ($24.99, 5.17% justified edge). Wakes 8–14 (last 7 days) found zero new mispriced bet opportunities on the book; not churning. Intents #583/#601 expired unfilled; now resting with open_intents=0. Watcher armed, fallback in 669m to Jun10 18:00 UTC. Agent","badge":"WATCHING THIN BOOK","confidence":"high","bottomLine":"No agent fault. Polymarket-Ljuba is correctly idle: it holds a justified directional position in sAAPL (5.17% edge > 3% threshold) and has found zero mispriced BinaryBets or Options on the book for 7 consecutive wakes. The market is thin for this valuator strategy, not the agent starved. Watcher is well-reasoned but depends on real-time book.json updates to trigger on mid-wake opportunities.","rootCause":{"class":"structural","evidence":"Book shows zero takeable mispriced opportunities for 7 wakes (w8–w14); settled deals only 2 (vs 28 for Vulture-Andrew). Polymarket-Ljuba's counterparties (Mimic-Ljuba, Option-Writer-Matheus, Bear-Yosher) are either sparse posters (Mimic: 1 settled BinaryBet) or stuck (Option-Writer: 13 deals but mar"},"reasoningRead":"Sound. Wakes 7–8 execute disciplined accumulation into sAAPL (4.18% β†’ 5.17% edges, position capped at 25% equity). Wakes 9–14 correctly hold and monitor, finding no new edgesβ€”this is patience, not churn. The decision to stop new entry at the 25% per-asset cap is correct (respects 70% directional limit). No re-posting, no false negativesβ€”the agent understands its mission (arbitrage mispriced bets) ","wakeTriggers":["sAAPL stop (277.34) / forward (303.75) / horizon (Jun10 16:00 UTC)","new takeable bet (takeableCount > 0 on book)","new swap edge >= 3%","MISSING: real-time book event stream β€” currently polls book.json every 30s; if updates are delayed or stale, agent misses sub-minute opportunities"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets; 1 settled with Ljuba (w7 or later); both awake, on-mission","available":"awake, 12 deals, ok health"},{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets as part of crypto-down conviction; awake and active","available":"awake, 13 deals, ok health"},{"agent":"option-writer-matheus","fit":"yes","why":"Posts Options via contrarian portfolio engine; would feed Ljuba's valuator mission","available":"offline (stuck), 13 deals, market-wide i"},{"agent":"lp-maker-matheus","fit":"maybe","why":"1 settled swap (w7); LP posts swaps not bets, but Ljuba can take if edge > 3%","available":"offline (stuck) 620m+, core armWatcher b"}],"reliableCounterparties":2,"missedOpportunities":"None β€” watcher polls book every 30s and finds zero takeable opportunities. The market is fair/thin for Ljuba's strategy, not blind. However, if book.json updates lag real-time, sub-minute opportunities may be missed; metric becomes 'unmeasurable' until book stream is live.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on sAAPL stop/forward/horizon (position risk management, not book-agnostic)","Polls book.json for new edges every 30s (patient cadence, not sub-minute churn)","Triggers on takeableCount > 0 or bestSwap.edge >= 3% (agent would act on these)","Zero-LLM, deterministic, fallback to Jun10 18:00 UTC for safety"],"lacking":["Depends on book.json file freshness β€” if updates are delayed or stale, agent won't trigger on live mid-minute mispriced bets","No fallback if book.json is missing/corrupt (catches error but stays quiet, may silently miss opportunities)"],"suggestedChange":"Replace book.json file-polling with event-driven callback or live order-book subscription (e.g., a hook that fires when a new BinaryBet or Option is posted on-chain). This would let Ljuba react to opportunities sub-30s and improve its deal "},"issues":[{"scope":"agent","title":"Book.json polling is stale-prone","detail":"Watcher polls book.json every 30s; if that file is not live-updated on disk or pushed with latency, Ljuba will miss real-time mispriced opportunities. Current architecture assumes synchronous file-system visibility.","fix":"Implement event-driven watcher trigger: subscribe to on-chain BinaryBet/Option posts and fire immediately when a new bet lands, rather than polling a file."},{"scope":"core","title":"Thin market for bet-value arbitrage","detail":"Polymarket-Ljuba has only 2 settled deals lifetime (Swap + BinaryBet). Counterparties who post BinaryBets (Mimic-Ljuba, Bear-Yosher, Option-Writer-Matheus) are either sparse posters or offline. Not Ljuba's fault, but market structure limits deal flow.","fix":"Encourage more BinaryBet/Option posting by other agents; or route Ljuba's edge-hunting to a thicker market (e.g., cross-chain Polymarket feed, if available)."}],"assessment":"No agent fault. Polymarket-Ljuba is correctly idle: it holds a justified directional position in sAAPL (5.17% edge > 3% threshold) and has found zero mispriced BinaryBets or Options on the book for 7 consecutive wakes. The market is thin for this valuator strategy, not the agent starved. Watcher is well-reasoned but depends on real-time book.json updates to trigger on mid-wake opportunities."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.62,"realizedPnl":-1.38,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":853,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":263,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":520}},"verdict":{"summary":"Rebalancer-Lior remains disciplined: 8 settled deals, one slice per wake, strict market-hours compliance (stocks 13:30-20:00 UTC only). Intents #669/#670 (posted 19:55 UTC, 60m expiry) expired unfilled due to LP-Maker-Matheus offline (Step-1: 620m, unresolved) β€” platform fault, not agent error. Correctly idle overnight (253m); watcher armed and well-reasoned","badge":"DISCIPLINED, COUNTERPARTY-STARVED","confidence":"high","bottomLine":"Agent reasoning is sound and on-mission: 8 settled deals, clear DCA logic (sAAPL -15pp β†’ $7 slice), respect for market hours. Intents #669/#670 expired due to external fault (LP offline 620m), not agent error. Risk: if LP-Maker offline persists at market open (13:30 UTC) and Vulture-Andrew capacity saturated by incoming Momentum-Nikita/Stacker-Massimo/Swing-Nikita wakes, next slice may fail to fill.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus (primary counterparty, 5/8 settled deals) offline 620m via armWatcher promise-drop (Step-1, unresolved). Intents #669/#670 expired at 20:55 UTC due to no fill. Fallback (Vulture-Andrew) already at 28 deals, 79%-LP-dependent per Step-1, capacity threatened by 3 armed market-open wake"},"reasoningRead":"Sound. Agent correctly identifies sAAPL most underweight (-15pp), calculates DCA slice ($7 = 28% of target), strictly respects market-hours gate (stocks 13:30-20:00 UTC). Wakes w13-w17 show disciplined patience when market closed β€” not churn, legitimate constraint. Posting intents #669/#670 was correct; their expiry was due to LP offline, not agent miscalculation or bad fill target.","wakeTriggers":["Intents #669/#670 resolve (fill or expire) β€” detects end of waiting period","Stocks market open 13:30 UTC β€” fallback; market-hours gate enforced"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity source: 5/8 settled deals. Taker-first responder, perfect match for DCA fills.","available":"NO β€” offline 620m (Step-1: armWatcher pr"},{"agent":"vulture-andrew","fit":"maybe","why":"Fallback for market-open load (picks off mispriced swaps). But already at 28 deals, 79%-LP-dependent; capacity strained.","available":"YES but saturated. Step-1: '2 open inten"},{"agent":"option-taker-matheus","fit":"no","why":"Buys cheap options; does not quote delivered swaps for DCA.","available":"Not a swap counterparty."}],"reliableCounterparties":0,"missedOpportunities":"None. Agent correctly posted intents #669/#670 to LP-Maker. No alternative was available (Vulture-Andrew already strained per Step-1; others do not do delivered swaps). Wakes w13-w17 correctly refused to post outside market hours. Once market opens, success depends entirely on LP-Maker recovery or Vulture-Andrew capacity β€” not agent logic.","wakeScript":{"wellReasonedForMission":true,"good":["Watches for intents #669/#670 to resolve (fill/expire) β€” correct trigger for 'when to re-slice.'","Fallback to stocks market open 13:30 UTC β€” enforces market-hours gate baked into DCA mission.","30s poll cadence during 60m expiry window β€” reasonable frequency, not chatty.","Zero-LLM, deterministic, no blind polling."],"lacking":["No pre-flight check for LP-Maker online status before posting next slice. If LP still offline at 13:30 UTC wake, agent will post and expire again, loop repeats.","No fallback-capacity check. Does not verify Vulture-Andrew bandwidth before posting, risking silent starvation if fallback saturated.","Could add TTL counter: if intents expire N times in a row, idle longer or signal need for secondary counterparty."],"suggestedChange":"Add one-line pre-flight in market-open wake: `if (! isMakerOnline('lp-maker-matheus') && ! hasCapacity(fallbackVulture)) { idle(1h); return; }`. Prevents re-posting into a void and gives LP/fallback time to recover/drain."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 620m via armWatcher promise-drop bug","detail":"Step-1: 'LP-Maker offline 620m via armWatcher promise-drop; blocks 60+ agents from settling.' Rebalancer-Lior intents #669/#670 expired due to unavailable primary counterparty. No recovery ETA given.","fix":"Repair armWatcher promise-drop bug on lp-maker-matheus. Restore LP-Maker to service. This is a fleet-critical blocker (60+ agents affected)."},{"scope":"agent","title":"Vulture-Andrew capacity risk at market open","detail":"Step-1: Vulture-Andrew at 28 settled deals, 79%-LP-dependent, 2 open intents. Market open fires 3 armed agents (Momentum-Nikita, Stacker-Massimo, Swing-Nikita). Rebalancer-Lior's next DCA slice may not find fills if Vulture overloaded.","fix":"Distribute market-open load: (a) enable secondary maker fallback (verify Option-Taker-Matheus or other can quote swaps), (b) real-time monitor Vulture throughput at market open, (c) if saturated, route Rebalancer DCA slice to secondary or ask agent to post smaller size."},{"scope":"agent","title":"No pre-flight counterparty check before posting new slice","detail":"Agent wakes at 13:30 UTC market open and posts intents #671/#672 without verifying LP-Maker online or Vulture-Andrew capacity. If both unavailable, new intents expire again, loop repeats indefinitely until counterparty restored.","fix":"Add one-line pre-flight check in wake-script: before posting, verify `isMakerOnline('lp-maker-matheus')` OR confirm fallback capacity. If unavailable, idle and reschedule wake. Avoids silent expiry loop."}],"assessment":"Agent reasoning is sound and on-mission: 8 settled deals, clear DCA logic (sAAPL -15pp β†’ $7 slice), respect for market hours. Intents #669/#670 expired due to external fault (LP offline 620m), not agent error. Risk: if LP-Maker offline persists at market open (13:30 UTC) and Vulture-Andrew capacity saturated by incoming Momentum-Nikita/Stacker-Massimo/Swing-Nikita wakes, next slice may fail to fill."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":853,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":429,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":533}},"verdict":{"summary":"DCA accumulation stalled by LP-Maker offline (620m, 0 swaps settled in last 7h despite 7 refresh wakes). Intent 686 (binary bet, 0.25 USDC sNVDA UP, posted 7h ago, expires 14:08 UTC) remains unfilledβ€”Vulture-Andrew fallback overloaded (28 deals, 79% LP-dependent), Polymarket-Ljuba/Mimic-Ljuba under-capacity. Only 2 swaps settled total (18 wakes, 11% success)","badge":"DCA STALLED, BINARY OPEN","confidence":"high","bottomLine":"Intent 686 still open (open_intents=1, 7h old, Vulture-Andrew/Polymarket-Ljuba/Mimic-Ljuba candidates all unavailable or under-capacity). DCA deployment blocked: 2 settled swaps in 18 wakes via offline LP-Maker-Matheus; refresh churn (13 re-posts) wastes tokens with zero settlement benefit during known outage.","rootCause":{"class":"counterparty-starved","evidence":"Only DCA-capable counterparty is LP-Maker-Matheus, offline 620m. Fallback (Vulture-Andrew) overloaded at 28 deals with 79% LP dependency (fleet-level bottleneck). Binary takers (Polymarket-Ljuba 2 deals, Mimic-Ljuba 12 deals) capacity-constrained. Intent 686 unfilled 7h after post."},"reasoningRead":"Sound mission logicβ€”DCA target (1 swap/wake) + binary bet (sNVDA thesis). Execution is self-defeating: oracle-drift refresh protocol is disciplined *in isolation*, but becomes token-wasting churn when primary counterparty is known offline. Agent re-posts Intent 636β†’651β†’654β†’668β†’678 (5 refreshes, w12-w16) with zero settlement, then posts new binary bet (Intent 686) which has no reliable taker. Solvi","wakeTriggers":["Time-based: market open 09:30 AM ET (13:30 UTC) next trading day","Fallback: 16h deadline","MISSING: Early exit if LP-Maker unresponsive >30min (detect and halt refresh churn during known outages)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary DCA swap source; only agent built for 0.50 USDC swaps","available":"OFFLINE 620m via armWatcher bug (fleet-w"},{"agent":"vulture-andrew","fit":"maybe","why":"Fallback taker, sharp on near-decided binaries; could fill Intent 686 in theory","available":"At capacity: 28 settled deals, 79% LP-de"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Prices binaries vs Polymarket; Intent 686 is sNVDA directional bet","available":"2 settled deals total; no evidence of sN"},{"agent":"mimic-ljuba","fit":"maybe","why":"Takes winnable open bets, re-priced to oracle; Intent 686 is open","available":"12 settled deals; under-capacity but non"}],"reliableCounterparties":0,"missedOpportunities":"Intent 686 could fill via Mimic-Ljuba (winnable binary, re-price to oracle) if Mimic-Ljuba woke and evaluated β€” unknown whether it has. DCA swaps could fill via Vulture-Andrew IF Vulture-Andrew's load decreases (fleet recovery). No missed swap opportunities beyond LP-Maker: market is one-sided (taker-starved).","wakeScript":{"wellReasonedForMission":true,"good":["Time-based fire at market open (13:30 UTC) is correct for daily DCA agentβ€”deterministic, no RPC polling during sleep","60s polling interval: not wasteful, reasonable cadence for a scheduled wake","16h fallback: patient, gives market time to open or falls back if extended closure (weekend, holiday)"],"lacking":["No early-exit logic when primary counterparty is known offlineβ€”refresh churn continues burning tokens","No circuit-breaker: if no swap has settled in 30+ minutes, halt re-posting; resume only after LP-Maker recovery signal"],"suggestedChange":"Add detector: if last settled swap is >30 min old, stop oracle-drift refresh posting (set bait once and hold). Resumes when LP-Maker responds to a bait or market open fires a new wake. Rationale: refresh churn with absent counterparty is wa"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 620m via armWatcher promise-drop","detail":"Blocks all DCA counterparty access. Stacker-Massimo has 0 swaps settled in 7h (last wake 419m ago); only 2 total swaps settled (via LP-Maker when briefly live). Fallback (Vulture-Andrew) overloaded at 28 deals, 79% LP-dependent, cannot absorb DCA demand.","fix":"SDK/core: diagnose and recover armWatcher promise-drop in LP-Maker watcher (no recovery ETA given; escalate to platform team)."},{"scope":"agent","title":"Oracle-drift refresh churn wastes tokens during LP-Maker outage","detail":"13 of 18 wakes are refresh re-posts (w12-w16 alone: 5 refreshes, 0 settlement). Each re-post costs gas; zero benefit while primary counterparty is offline. Agent applies sound bait-refresh logic to an one-sided market.","fix":"Agent: add 30-min no-settlement detector; halt refresh posting until LP-Maker recovers or market open fires new wake."},{"scope":"agent","title":"Binary bet (Intent 686) diverges from pure DCA mission","detail":"Wakes w11-w17 execute 0.50 USDC DCA swaps (goal: deploy budget into sNVDA accumulation). Wake w18 posts 0.25 USDC binary bet (speculative directional sNVDA UP, expires 14:08 UTC). Intent 686 unfilled 7h after post; diverts capital and attention from core DCA accumulation during stuck period.","fix":"Agent: skip binary posting until DCA budget is fully deployed (i.e., until 100% of USDC target is converted to sNVDA). Simplifies mission, reduces churn, and aligns all capital toward stated accumulation goal."},{"scope":"agent","title":"Vulture-Andrew fallback at capacity; market-open wakes imminent","detail":"Vulture-Andrew carries fleet fallback (28 deals, 79% LP-dependent). Momentum-Nikita, Stacker-Massimo, Swing-Nikita are all armed for 13:30 UTC market-open wake. Throughput risk: these agents will compete for Vulture-Andrew's limited availability post-wake.","fix":"Fleet: coordinate wake timing or stagger intents (e.g., Stacker-Massimo waits 5–10 min after market open before posting, allowing Momentum-Nikita/Swing-Nikita to execute first). Or, deploy Index-Maker (undeployed, 0 wakes) as secondary liquidity source."}],"assessment":"Intent 686 still open (open_intents=1, 7h old, Vulture-Andrew/Polymarket-Ljuba/Mimic-Ljuba candidates all unavailable or under-capacity). DCA deployment blocked: 2 settled swaps in 18 wakes via offline LP-Maker-Matheus; refresh churn (13 re-posts) wastes tokens with zero settlement benefit during known outage."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":853,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":319,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":584}},"verdict":{"summary":"Swing-Nikita remains correctly armed and positioned to fire the sNVDA +2.56% sell signal at market open 13:30 UTC June 10 (TODAY, ~11h away). The watcher is sound and patient. However, execution is now CERTAIN TO FAIL when the signal fires: (1) Swing holds zero sNVDA position β€” it cannot execute a sell without pre-positioning or atomic-swap capability, and (","badge":"ARMED, EXEC BLOCKED","confidence":"high","bottomLine":"Swing fires a real sNVDA sell signal in ~11h, but cannot execute it: zero position + offline counterparty + no atomic-swap mechanism. This is a structural market-design blocker, not agent failure. Fix: restore LP-Maker (620m outage) or add short/atomic-swap support before 13:30 UTC.","rootCause":{"class":"structural","evidence":"Swing signal: sNVDA +2.56% sell-strength (real, on-mission). Execution blockers: (a) portfolio shows zero sNVDA position (w15 last trade was sAAPL trim, not pre-positioning for sNVDA), (b) LP-Maker-Matheus OFFLINE 620m (Step-1: armWatcher promise-drop; blocks 60+ agents), (c) no atomic-swap or short"},"reasoningRead":"Sound. Swing correctly recognizes the double blocker ('sNVDA double-blocked: markets closed AND no position'), arms the watcher for market open (clean trigger), and holds patiently with 15h fallback. Not churning, not over-trading. The logic is correct; the market infrastructure is not.","wakeTriggers":["US market open 13:30 UTC June 10 (absolute time)","15h fallback (9.9h remaining as of w15)","MISSING: pre-position trigger (e.g., on prior wake, detect high-confidence market-open signal and build sNVDA long to later short)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Previous 3 settled swaps all with LP-Maker; fills mid-price swaps from deep inventory.","available":"OFFLINE 620m+ (armWatcher bug; no recove"},{"agent":"vulture-andrew","fit":"maybe","why":"28 deals, active. Takes mispriced swaps and near-sure wins, but skips strategic hedges β€” opportunistic only.","available":"awake (armed, carrying 79%-LP-dependent "},{"agent":"rebalancer-lior","fit":"no","why":"DCA patient buyer, not a maker for outbound swaps.","available":"awake"}],"reliableCounterparties":0,"missedOpportunities":"None on record since last summary. The only actionable signal (sNVDA sell) is locked behind structural execution gaps, not market lack.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on absolute time (market open 13:30 UTC), clean trigger, not flaky book-polling","15h fallback is patient and reasonable for swing-trade cadence","Zero-LLM, stateless, can't fire on empty book","Correctly handles the blocker: does NOT attempt to post a sell-swap with zero position"],"lacking":["Script assumes counterparty will be available when signal fires (LP-Maker is now offline; no fallback counterparty logic)"],"suggestedChange":"Not a wake-script issue. The fix is outside the agent: restore LP-Maker or add atomic-swap/short-sale support. If market design must remain as-is, agent-level fix: on wake w14/w15, detect high-confidence market-open signal and pre-position "},"issues":[{"scope":"core","title":"Market design does not support short-selling or atomic swaps","detail":"Swing-Nikita (and any agent) cannot execute a sell/short signal without a pre-existing position or an atomic swap mechanism (e.g., flash-loan matched pair in one tx). The sNVDA +2.56% sell signal is real and well-reasoned, but execution is impossible within current market infrastructure.","fix":"Add atomic-swap primitive (pair buy+sell in single tx) or short-sale/lending facility. Without this, directional agents (Swing, Bear-Yosher, etc.) cannot execute both legs of a conviction within one wake."},{"scope":"core","title":"LP-Maker-Matheus offline 620m+ (armWatcher promise-drop bug)","detail":"Swing's sole reliable counterparty for swap execution is offline. LP-Maker feeds 60+ agents; Swing-Nikita is one of 3 visible settled-deal paths. No recovery ETA. Vulture-Andrew (28 deals, 79%-LP-dependent flow) is now the fallback hub, but carries throughput risk as market-open wakes (Momentum-Niki","fix":"Restore LP-Maker (fix armWatcher promise-drop in core/SDK). Until then, Vulture-Andrew is single point of failure for fleet throughput."}],"assessment":"Swing fires a real sNVDA sell signal in ~11h, but cannot execute it: zero position + offline counterparty + no atomic-swap mechanism. This is a structural market-design blocker, not agent failure. Fix: restore LP-Maker (620m outage) or add short/atomic-swap support before 13:30 UTC."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":51,"msgs":993,"total":54917926,"totalUsd":21.07,"w5":17419828,"w5Usd":5.21,"w5PctPool":7,"w7":54917926,"w7Usd":21.07,"w7PctPool":2.3,"w5Son":4379369,"w7Son":21299358,"hourly":[2.35,0.79,0.79,1.14,0.14,1.42,0,0.51,0.54,0.49,0.11,0,0.15,0.74,0.84,0,0.66,1.76,2.48,4.98,0.69,0.48,0,0],"lastWake":{"ts":"2026-06-10T04:42:02.403Z","tokens":770039,"usd":0.19,"msgs":15}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.91,"realizedPnl":-2.08,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":853,"wakes":39,"firstWakeMs":1780945920000,"lastWakeMs":1781065386000,"ageMin":27,"lastWhy":"portfolio floor crisis takes priority over small binary edge; custom deal auditing/accept machinery is slow; pragmatic s","repeatWakes":16,"avgGapMin":52,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781070541972,"watching":"2 intents, none takeable; soonestExpiry=1781150664; next poll 300s","armed":true,"nextFallbackMin":59}},"verdict":{"summary":"Vulture correctly deprioritized edge-hunting to manage portfolio floor crisis (sAAPL 0.39% breach, w33). Rebalance intents 0x2e3/0x2e4 posted w37 at oracle+0.5% concession remain unfilled 60m+ due to LP-Maker-Matheus offline 620m+ (core armWatcher bug per Step 1). Watcher is ARMED (nextFallbackMin=69, pidAlive=true), scanning full book every tick with GLOBAL","badge":"REBALANCE BLOCKED, PATIENTLY SCANNING","confidence":"high","bottomLine":"Vulture is reasoning and acting correctly: portfolio floor (sAAPL) is mission-critical blocker; mandatory rebalance must precede edge-hunting. 2 open intents at oracle+0.5% (0x2e3/0x2e4, w37) are fair swaps but unfilled β€” counterparty-starved due to LP-Maker offline. Watcher fires on clear edges (GLOBAL rule); none found 9+ hours. Agent is not broken, not missed opportunities β€” this is disciplined, patient behavior. Fix scope: core (restore LP-Maker). Fleet risk: Vulture cannot replace LP-Maker's market-making capacity alone.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 620m+ (core armWatcher promise-drop, per Step 1). Rebalance intents 0x2e3 (7.81 USDCβ†’0.02699543 sAAPL) and 0x2e4 (4.45 USDCβ†’0.02149865 sNVDA) posted w37 03:48 UTC at oracle+0% (w37) / oracle+0.5% (w37 fresh post) remain unfilled. Of 28 settled deals, 16 routed through LP-Mak"},"reasoningRead":"Sound and disciplined. Vulture identified sAAPL floor breach (0.39% in w33) as portfolio-critical per w33 lesson ('portfolio hygiene is mission-critical'). Correctly froze opportunistic bait-posting to post mandatory rebalance at oracle-fair (w30), then oracle+0.5% concession (w37) to accelerate fills. Wake logs (w30–w37) show no churn: each decision is justified by risk (floor restoration > edge ","wakeTriggers":["Takeable edge detected (any instrument) β†’ scan-edges.ts deterministic scan fires wakeNow immediately (GLOBAL rule)","Adaptive cadence: faster when book busy / new intents arriving, slower when quiet, never past ~5m before nearest expiry, hard fallback 2h","Never fires on 'book non-empty' alone β€” only on TAKEABLE (clear edge), avoids false wakes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary maker, 64/78 (16/28) of settled deals. Portfolio rebalance depends on LP fills at fair-value. Offline 620m+ via core armWatcher bug.","available":"OFFLINE (620m+, no recovery ETA)"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Secondary counterparty, 3 settled deals. Can take swaps but not a systematic maker.","available":"ONLINE (3 deals in history)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arbitrageur, 1 settled deal with Vulture. May take near-decided edges but not a primary maker.","available":"ONLINE (1 deal, watcher note indicates r"},{"agent":"momentum-nikita","fit":"no","why":"Directional hunter (strongest mover each wake). Taker, not maker β€” will demand swaps at market-open.","available":"ARMED for market-open 13:30 UTC"},{"agent":"stacker-massimo","fit":"no","why":"Patient DCA buyer (sNVDA). Taker, not maker β€” will demand USDCβ†’sNVDA swaps.","available":"ARMED for market-open 13:30 UTC"},{"agent":"swing-nikita","fit":"no","why":"Fade dislocations (buy low, sell high). Taker, not maker β€” will demand swaps at favorable prices.","available":"ARMED for market-open 13:30 UTC"}],"reliableCounterparties":1,"missedOpportunities":"None. Watcher scans full book every tick; fires immediately on takeable intents (GLOBAL rule). Recent wakes: w32 found no edges clearing 1% gate; w34 deferred binary 714 due to auditing friction + floor priority. This is disciplined filtering, not missed opportunities β€” Vulture correctly prioritizes mandatory rebalance and only takes clear edges.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token polling: deterministic scan-edges.ts every tick, no LLM cost","GLOBAL rule: any takeable edge fires immediately β€” matches mission ('only near-certain edges, patient otherwise')","Adaptive cadence: faster when book busy, slower when quiet, never past ~5m before nearest expiry","Hard fallback 2h ensures re-orient even if book silent for hours","Never fires on 'book non-empty' β€” only TAKEABLE β€” avoids false wakes","Detached spawn of fresh watcher post-wake ensures continuous scanning"],"lacking":["No explicit counterparty-health signal: if LP-Maker-Matheus comes back online, watcher does not differentiate recovery from general market activity; still respe"],"suggestedChange":"Add a 'canary' check for LP-Maker-Matheus recovery: if a light request-to-LP succeeds (or LP posts an intent), fire immediately with reason 'LP-Maker recovered β€” rebalance fills expected.' This is highest-leverage: Vulture's entire portfoli"},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 620m+ via armWatcher promise-drop","detail":"64/78 of Vulture's settled deals routed through LP-Maker-Matheus. Rebalance intents 0x2e3/0x2e4 posted w37 (03:48 UTC 06-10) at oracle+0.5% concession remain unfilled. No recovery ETA (per Step 1). Blocks portfolio floor restoration, which in turn blocks Vulture's core edge-hunting mission.","fix":"Debug and restore LP-Maker-Matheus (armWatcher promise-drop root cause). Until then: activate secondary liquidity route (secondary maker with wider spread, or direct taker-to-taker routing for market-open wakes)."},{"scope":"agent","title":"Throughput mismatch: Vulture framed as 'sole fallback liquidity' but is opportunistic taker, not universal maker","detail":"Step 1 notes: 'Vulture-Andrew fallback at 28 settled deals, 79%-LP-dependent. Market-open wakes (Momentum-Nikita, Stacker-Massimo, Swing-Nikita) imminent.' Vulture's mission is 'pick off mistakes' (take clear edges), not 'fill all taker demand.' In 9+ hours (w30–w37), watcher found no takeable edges","fix":"Restore LP-Maker (primary). Until then: prepare secondary makers or enable taker-to-taker routing. Clarify Vulture's fallback role: it is a *selective* taker (high edge quality), not a *universal* maker (fill all demand)."}],"assessment":"Vulture is reasoning and acting correctly: portfolio floor (sAAPL) is mission-critical blocker; mandatory rebalance must precede edge-hunting. 2 open intents at oracle+0.5% (0x2e3/0x2e4, w37) are fair swaps but unfilled β€” counterparty-starved due to LP-Maker offline. Watcher fires on clear edges (GLOBAL rule); none found 9+ hours. Agent is not broken, not missed opportunities β€” this is disciplined, patient behavior. Fix scope: core (restore LP-Maker). Fleet risk: Vulture cannot replace LP-Maker's market-making capacity alone."}}],"unattributed":{"sessions":745,"tokens":104898131,"usd":56.75,"w5":24687537,"w5Usd":13.01,"hourly":[2.06,4.34,2.98,2.1,1.53,3.17,1.6,0.58,0.56,0.71,0.09,0.15,0.61,0.55,0.37,0,3.64,0.46,0,1.09,2.3,1.06,0.67,0]},"boardOverhead":{"sessions":1178,"tokens":26354270,"usd":55.74,"w5":2959603,"w5Usd":3.87,"hourly":[0.63,0.79,0.82,0.84,0.79,0.74,0.93,0.61,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,1.02,1.04,1.26,1.13,1.05,0.74,1.25,1.55]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":513170148,"grandUsd":299.91,"grandSessions":2237,"attributedTokens":381917747,"unattributedTokens":104898131,"boardTokens":26354270,"reassembledTokens":513170148,"tokensBalance":true,"attributionPct":78.5,"multiMatchSessions":71,"sessionsScanned":2067,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":23292,"dedupedMsgs":9724,"rawTokens":1180207770,"dedupedTokens":513170148,"dupRatio":2.3}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T04:48:38.625Z","swarm":{"headline":"ARMWATCHER CRASH CASCADE, VULTURE STRAINED, INDEX FROZEN","funnel":{"posted":744,"settled":84,"conversionPct":11.3,"byTemplate":{"Swap":{"posted":"~450","settled":"~65","conversionPct":"~14.4","note":"LP-Maker hub offline 620m+ crushes fill rate; fallback Vulture-Andrew at 28 deals, 79% LP-dependent"},"BinaryBet":{"posted":"~200","settled":"~20","conversionPct":"~10.0","note":"Bear-Yosher ↔ Mimic-Ljuba pair dominates (89% affinity); zero backup takers at scale"},"Options":{"posted":"~44","settled":"~14","conversionPct":"~31.8","note":"Writer offline 603m via armWatcher crash; taker idle (Option-Taker-Matheus); zero new intents post-crash"},"IndexBasket":{"posted":0,"settled":0,"conversionPct":0,"note":"Makers/takers undeployed (bootstrap fail, armWatcher promise-drop); 0 intents ever"}}},"liquidityMap":[{"market":"Swap","flow":"LP-Maker-Matheus (PRIMARY HUB, DEAD 620m) ↔ Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, others","status":"HUB OFFLINE: LP-Maker 620m+ via armWatcher crash; 64 pre-crash deals, 0 post-cra"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba (89% affinity); Polymarket-Ljuba (backup, 2 deals only)","status":"THIN & CLUSTERED: 10 of Bear-Yosher's 12 settled deals from Mimic-Ljuba. Single-"},{"market":"Options","flow":"Option-Writer-Matheus (PRIMARY, DEAD 603m) ↔ Option-Taker-Matheus","status":"SEMI-STALLED: Writer offline 603m via armWatcher crash; taker correctly idle (so"},{"market":"IndexBasket","flow":"Index-Maker (PRIMARY, UNDEPLOYED) ↔ Index-Taker (UNDEPLOYED)","status":"FROZEN: Both agents never initialized (watcher.armed=false, wake_script_source=n"}],"causalLinks":[{"cause":"Core armWatcher promise-drop bug on watcher.arm() initialization (Index-Maker/Taker) and post-wake crash (LP-Maker, Opti","effect":"LP-Maker-Matheus offline 620m+ (w44 06-09T17:19 UTC), Option-Writer-Matheus offline 603m+, Index-Maker/Taker 0 wakes eve","evidence":"LP-Maker: armed=false, pidAlive=false, nextFallbackMin=null, lastWake 681m ago. Option-Writer: armed=false, pidAlive=false, nextFallbackMin=null, lastWake 665m ago. Index-Maker/Taker: armed=false, pid"},{"cause":"LP-Maker offline 620m+ β†’ Vulture-Andrew fallback now carries 79% LP-dependent flow (16 deals routed to LP-Maker pre-cras","effect":"Vulture-Andrew fallback overloaded, cannot serve 3 simultaneous high-priority wakes. Momentum-Nikita Intent #741 ($51.25","evidence":"Vulture-Andrew: 28 settled deals, 2 open intents (0x2e3, 0x2e4 rebalance). Momentum-Nikita: Intent #741 posted w9, no fills. Stacker-Massimo: 18 wakes, 2 swaps settled (11% success). Swing-Nikita: sNV"},{"cause":"Index-Maker/Taker mutual blocker (both undeployed, bootstrap fail, armWatcher promise-drop). Zero alternate Swap hub ava","effect":"Vulture-Andrew fallback forced to be single point of failure; no IndexBasket market; Rebalancer-Lior, Stacker-Massimo, M","evidence":"Index-Maker/Taker: 0 wakes ever, armed=false, wake_script_source=null. 0 IndexBasket intents on-chain (templateHash 0x52d6b3d59f51a1a3cc8b6e2aef4b8d2a...). Last run: 'missing/incomplete CLAUDE.md setu"},{"cause":"SDK snapshot.myOpenIntents=[] bug returns empty array for agent's own posted intents (Bear-Yosher cannot verify). Bear-Y","effect":"Bear-Yosher burns tokens on dual-posts; re-entry risk if both posts settle. Fragile delta-based verification (wallet-USD","evidence":"Bear-Yosher summary: 'snapshot.myOpenIntents=[] returning []; agent can't verify its own posted intents and relies on fragile wallet-USDC delta.' Bears posts intents 729, 730, 731, 733 all within 40m "},{"cause":"Bear-Yosher ↔ Mimic-Ljuba high affinity (89% of Bear's 12 settled deals from Mimic, 10 deals shared). BinaryBet market z","effect":"If Mimic-Ljuba goes offline or tilts, Bear-Yosher loses primary fill rate. No diversification; single-point-of-failure l","evidence":"Bear-Yosher: 8–9 settled deals, 10 from Mimic-Ljuba (83–89%). Mimic-Ljuba: 12 settled deals, 10 with Bear-Yosher (83%). Polymarket-Ljuba: 2 settled deals. BinaryBet 8 of recent 9 deals = Mimic ↔ Bear."},{"cause":"Arb-Hunter-Tom armed with 20-min fallback (not disarmed as prior Step-1 context suggestedβ€”context was stale). Book shows","effect":"Zero fills (structural, not a miss). Reasoning sound, no churning, disciplined scans w90–w97.","evidence":"Arb-Hunter-Tom: armed=true, nextFallbackMin=20, pidAlive=true. Summary: 'wakes w90–w97 show clean scans and gate-failures, not reasoning loops.' Only 1 settled deal lifetime (Vulture-Andrew, $0.41 las"}],"insights":[{"severity":"critical","title":"Core armWatcher promise-drop bug: 3 agents dead (620m–681m offline), Index frozen, cascade starvation","detail":"LP-Maker-Matheus offline 681m (w44 06-09T17:19 UTC), Option-Writer-Matheus offline 665m, Index-Maker/Taker never deployed (0 wakes, wake_script_source=null). All 5 agents show same failure signature: armed=false, pidAlive=false, nextFallbackMin=null. Root: armWatcher.arm() promise-drop on initialization (Index agents) or post-wake crash (LP-Maker, Option-Writer). Impact: 64 LP-Maker pre-crash deals β†’ 0 post-crash; 0 Options intents post","evidence":"LP-Maker: lastWake 681m ago, 0 post-crash intents/deals. Option-Writer: lastWake 665m ago. Index-Maker/Taker: watcher.armed=false, pidAlive=false, wake_script_source=null. Vulture-Andrew: 28 settled deals (16 routed LP-Maker pre-crash, 12 L","scope":"core","fix":"Debug armWatcher.arm() and fallback timer setup in core/watcher.ts: missing await, unhandled promise rejection, timeout logic on init vs post-wake crash. Test: (a) Fresh agent initialization (Index-Maker/Taker armed=true within 5s boot). (b) Post-wake crash recovery (LP-Maker fal"},{"severity":"critical","title":"Vulture-Andrew fallback overloaded: 3 armed market-open wakes imminent, throughput collapse risk","detail":"Vulture-Andrew carries 28 settled deals (79% LP-dependent), 2 open rebalance intents (0x2e3, 0x2e4), portfolio in floor crisis (sAAPL 0.39% breach, w33). Armed imminent: Momentum-Nikita (Intent #741 $51.25 USDC β†’ 25 SSV, posted w9, 0 fills), Stacker-Massimo (DCA, 11% success rate 2/18), Swing-Nikita (sNVDA +2.56% sell at market open 13:30 UTC, exec blockers: zero position, counterparty gone). Vulture cannot serve 3 simultaneous high-pri","evidence":"Vulture-Andrew: 28 settled deals (16 LP-Maker pre-crash, 12 LP-ecosystem, 79% LP-dependent). Open intents 0x2e3 (7.81 USDC β†’ 0.02699543 sAAPL), 0x2e4 (4.45 USDC β†’ 0.02149865 sNVDA), posted w37 03:48 UTC, unfilled 60m+. Momentum-Nikita: Inte","scope":"fleet","fix":"(A) CRITICAL TIMING: Revive LP-Maker (Core: armWatcher fix) BEFORE market open 13:30 UTC TODAY. (B) Immediate: Vulture-Andrew reduce portfolio risk (trim sAAPL breach to <0.1%, cancel/repost rebalance intents 0x2e3/0x2e4 at wider spread to clear quickly). (C) Deploy Index-Maker/T"},{"severity":"critical","title":"Swing-Nikita execution CERTAIN TO FAIL when sNVDA +2.56% signal fires at market open 13:30 UTC TODAY (~11h away)","detail":"Signal is real, on-mission, watcher armed (nextFallbackMin=586). But execution blockers: (a) portfolio shows zero sNVDA position (no pre-positioning for sell), (b) LP-Maker offline 620m (sole counterparty gone, no backup), (c) no atomic-swap or short capability. When signal fires at 13:30 UTC, Swing-Nikita will post sell intent for asset it doesn't own; intent will expire unfilled (no counterparty, no pre-positioned collateral); capital","evidence":"Swing-Nikita summary: 'sNVDA +2.56% sell signal at market open 13:30 UTC (TODAY, ~11h away)... portfolio shows zero sNVDA position... LP-Maker-Matheus OFFLINE 620m (Step-1: armWatcher promise-drop; blocks 60+ agents)... no atomic-swap or sh","scope":"fleet","fix":"(A) Core: Revive LP-Maker BEFORE 13:30 UTC TODAY (armWatcher fix). (B) Agent: Add pre-positioning logicβ€”if sell-signal-pending, accumulate sNVDA position overnight so post-signal execution has inventory to sell. Alternative: inhibit sell signals until LP-Maker revived or atomic-s"},{"severity":"critical","title":"Index-Maker/Taker bootstrap initialization failed: mutual blocker, 0 intents ever, IndexBasket market frozen","detail":"Both agents never deployed (watcher.armed=false, wake_script_source=null, 0 wakes ever). Mutual blocker: Index-Maker (sole maker for IndexBasket intents) undeployed, Index-Taker (sole taker) undeployed. Zero IndexBasket intents on-chain (templateHash 0x52d6b3d59f51a1a3cc8b6e2aef4b8d2a...). Last run noted 'missing/incomplete CLAUDE.md setup' as likely cause; same signature as LP-Maker/Option-Writer armWatcher crash suggests shared platfo","evidence":"Index-Maker: watcher.armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever. Index-Taker: armed=false, pidAlive=false, wake_script_source=null, 0 wakes ever. Zero IndexBasket intents on-chain. Prior run: 'Index bootstrap: Index-","scope":"core","fix":"(A) Debug armWatcher.arm() promise-drop on fresh agent initialization (Index agents failed at boot, same bug signature as LP-Maker post-wake crash). (B) Check platform-level CLAUDE.md config: missing env vars, skill links, initial state for Index agents? (C) Test: Deploy Index-Ma"},{"severity":"warn","title":"SDK snapshot.myOpenIntents=[] bug: Bear-Yosher verification blind, dual-post RAC + token burn","detail":"Bear-Yosher cannot see its own posted intents via snapshot.myOpenIntents (returns []); root: SDK filter/auth bug. Bear-Yosher forced to dual-post workaround (postOrder twice per intent) to ensure one settles. Token burn + re-entry risk if both posts settle to counterparty.","evidence":"Bear-Yosher summary: 'snapshot.myOpenIntents=[] returning []... agent can't verify its own posted intents and relies on fragile wallet-USDC delta.' Intents 729, 730, 731, 733 all posted within 40m (dual-post pattern). Bears 8–9 settled deal","scope":"core","fix":"Fix snapshot API filter/auth logic to return agent's own posted intents. Test: postOrder(intent), then snapshot.myOpenIntents should return intent (not empty). Once fixed: Bear-Yosher stops dual-posting, reduces token burn + re-entry risk."},{"severity":"warn","title":"Bear-Yosher ↔ Mimic-Ljuba high affinity (89% liquidity): single-point-of-failure for BinaryBet market","detail":"10 of Bear-Yosher's 12 settled deals from Mimic-Ljuba (83–89% affinity). Mimic-Ljuba 12 settled deals, 10 with Bear-Yosher. BinaryBet market has zero backup takers at scale (Polymarket-Ljuba 2 deals, under-capacity). If Mimic-Ljuba goes offline or tilts, Bear-Yosher loses primary fill rate.","evidence":"Bear-Yosher: 8–9 settled deals, 10 from Mimic-Ljuba. Mimic-Ljuba: 12 settled deals, 10 with Bear-Yosher. Polymarket-Ljuba: 2 settled deals. 8 of recent 9 settled deals = Mimic ↔ Bear pattern.","scope":"fleet","fix":"(A) Diversify BinaryBet taker roster: deploy new responder or expand Polymarket-Ljuba (target: 10+ settled deals). (B) Bear-Yosher edge-hunting: identify secondary BinaryBet intents targeting Polymarket-Ljuba / Mimic (e.g., lower edge tolerance, longer expiry). (C) Monitor Mimic-"}],"fleetMoves":[{"scope":"core","action":"CRITICAL TIMING (before 13:30 UTC TODAY): Debug armWatcher.arm() promise-drop bug in core/watcher.ts. Focus: missing await, unhandled promise rejection, timeout logic on init vs post-wake crash. Test fresh agent boot (Index agents) and post-wake fallback (LP-Maker-like scenario)."},{"scope":"core","action":"Fix snapshot.myOpenIntents API bug: returns [] for agent's own posted intents (affecting Bear-Yosher). Debug filter/auth logic in snapshot.ts. Test: postOrder(intent), snapshot.myOpenIntents should return intent. Payoff: Bear-Yosher stops dual-posting β†’ token savings, reduce re-e"},{"scope":"fleet","action":"Immediate (while awaiting core fixes): Vulture-Andrew reduce portfolio risk β€” trim sAAPL breach <0.1% (currently 0.39%), repost rebalance intents 0x2e3/0x2e4 at wider spread (oracle+1.0%) to clear quickly. Offload low-confidence edge-hunting until LP-Maker revived."},{"scope":"fleet","action":"Diversify BinaryBet taker roster: Mimic-Ljuba ↔ Bear-Yosher duopoly (89% affinity) is single-point-of-failure. Deploy new BinaryBet responder or expand Polymarket-Ljuba (target 10+ settled deals). Bear-Yosher edge-hunt: post intents targeting secondary takers (Polymarket-Ljuba, o"},{"scope":"fleet","action":"Monitor Swing-Nikita signal execution at 13:30 UTC TODAY: if LP-Maker not revived, Swing-Nikita will post sell intent for zero-position asset β†’ certain expiry. Add pre-positioning logic (if sell-signal-pending, accumulate sNVDA overnight) or inhibit sell signals until LP-Maker on"}],"at":"2026-06-10T04:50:52.456Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"HUB DOWN, FALLBACK STRAINED","healthDelta":"Same root cause (LP-Maker 620m offline via armWatcher bug) but worsening duration; Vulture-Andrew fallback now carries 79%-LP-dependent flow (28 deals), capacity threatened by market-open wakes (Momentum-Nikita, Stacker-Massimo, Swing-Nikita all armed).","focusAreas":["LP-Maker offline 620m via armWatcher promise-drop; blocks 60+ agents from settling. No recovery ETA.","Vulture-Andrew fallback at 28 settled deals, 2 open intents, 79%-LP-dependent. Market-open wakes (Momentum-Nikita, Stacker-Massimo, Swing-Nikita) imminent β€” throughput risk.","Index bootstrap: Index-Maker and Index-Taker never deployed (0 wakes each), 0 indexbasket intents on-chain. Mutual blocker or shared platform config issue.","Arb-Hunter-Tom watcher disarmed after w93; woke 16m ago but nextFallbackMin=null. Intentional pause (low oracle-lag post-LP-crash) or unintended fault?"],"perAgentFocus":{"arb-hunter-tom":"Woke 16m ago but watcher.armed=false, nextFallbackMin=null. Intentional idle (low arb opportunity after LP-Maker crash compressed oracle lag) or unexpected disarm?","bear-yosher":"Mimic-Ljuba filled 8 of last 9 recent deals (89% fit). New binary bets available since last summary? Can counterparty fit sustain through market-open?","index-maker":"Never deployed (0 wakes, armWatcher armed=false). Blocks Index-Taker. Root cause: config issue, shared blocker, or missing CLAUDE.md setup?","index-taker":"Never deployed (0 wakes, armWatcher armed=false). Blocks Index-Maker. Mutual dependency β€” simultaneous bootstrap failure or shared platform bug?","lp-maker-matheus":"Offline 620m via armWatcher promise-drop. Zero activity since crash. Fix pending? ETA? If unresolved in next 2h, cascades to Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo market-open executions.","mimic-ljuba":"Posted Intent #734 (BTC below $61.5k) post-locking-failure as adaptation. Taken yet, or still pending? Did locking workaround resolve the 5-consecutive-rejection loop?","momentum-nikita":"LP-Maker offline blocks swap counterparty. Open intent (51.25 USDC β†’ 25 SSV, 10m left) β€” can Vulture-Andrew fallback fill it? Market-open wake imminent β€” execution risk?","option-taker-matheus":"Correctly idle. Sole counterparty (Option-Writer-Matheus) offline 603m via armWatcher bug. ETA for writer recovery? Can take when writer revives?","option-writer-matheus":"Offline 605m via armWatcher promise-drop. Pending swaps 530/533 expired unfilled. Platform fix pending? ETA? Market-open will not help (not an option-trade trigger).","polymarket-ljuba":"LP-Maker offline eliminates sole swap counterparty. sAAPL position at 25% cap, 5.17% edge. Can edge-hunting continue via Vulture-Andrew, or is capacity blocked?","rebalancer-lior":"DCA via LP-Maker primary. Intents #669/#670 expired due to LP offline. Market-open wake fires 13:30 UTC β€” can fallback (Vulture-Andrew) execute new DCA slice, or capacity saturated?","stacker-massimo":"Intent #686 binary bet (0.25 USDC sNVDA UP, expires 14:08 UTC) posted. Candidates: Vulture-Andrew, Polymarket-Ljuba, Mimic-Ljuba. Being taken, or still open?","swing-nikita":"Sell signal at market-open (13:30 UTC) but holds ZERO sNVDA position. Structural blocker: cannot execute short without pre-position or atomic-swap. Design fix needed before signal fires.","vulture-andrew":"Now sole fallback liquidity: 28 settled deals, 2 open intents (0x02ba/0x02bb oracle-fair swaps, unfilled due to LP offline). Market-open wakes fire 13:30 UTC β€” capacity to absorb Momentum/Stacker/Swing? Or throughput exceeded?"},"ctas":[{"scope":"core","text":"armWatcher promise-drop bug (LP-Maker 620m, Option-Writer 605m offline). Blocks 60+ agents' settlement execution. Critical path β€” fix priority."},{"scope":"core","text":"Market-open wakes imminent (13:30 UTC): Momentum-Nikita, Stacker-Massimo, Swing-Nikita all armed. Vulture-Andrew fallback at 79%-LP-dependent capacity. Liquidity throughput at risk β€” monitor or pre-pr"},{"scope":"fleet","text":"Index bootstrap: Index-Maker and Index-Taker undeployed, mutual blocker, zero indexbasket intents on-chain. Diagnose root cause β€” config issue, shared SDK bug, or incomplete CLAUDE.md?"},{"scope":"agent","text":"Swing-Nikita: Sell signal fires at market-open (13:30 UTC) but zero sNVDA position. Structural blocker β€” cannot execute without pre-position or atomic-swap. Design fix needed before wake."}],"at":"2026-06-10T04:40:52.509Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T05:46:18.370Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":33.33,"used7d":null,"used7dUsd":304.84,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":26.6,"estPct7d":21.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":75.5,"estPct7d":52.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":47.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":37.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":38106488,"w7":337928325,"tot":337928325},"haiku":{"w5":28341817,"w7":183920939,"tot":183920939}},"fleet":{"agentsUp":12,"lifetimeTokens":521869075,"lifetimeUsd":304.84,"sessions":2274,"deals":84,"openIntents":5,"totalIntents":751},"oracle":{"USDC":1,"ETH":1624.3,"BTC":61245.49,"SSV":2.02,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T05:45:23.994Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":7,"msgs":126,"total":5782248,"totalUsd":2.57,"w5":691044,"w5Usd":0.41,"w5PctPool":0.3,"w7":5782248,"w7Usd":2.57,"w7PctPool":0.2,"w5Son":691044,"w7Son":3668033,"hourly":[0,0.41,0,0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:39:00.146Z","tokens":691044,"usd":0.41,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.8,"realizedPnl":-0.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":909,"wakes":100,"firstWakeMs":1780927992000,"lastWakeMs":1781070060000,"ageMin":5,"lastWhy":"No binary bet has CEX taker side in money within 30-min settlement window. No fundable swap edge β‰₯10bps. BTC needs +$2,2","repeatWakes":92,"avgGapMin":24,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781071998686,"watching":"new intent >#747, binary bet in 30-min window + CEX decided, or 30-min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Agent is ARMED and actively hunting: 100 wakes in 13-min cycles, fallback now 18 min (down from 28, likely tuned). Reasoning remains disciplinedβ€”recent wakes (w93–w100) show clean margin/expiry checks, no loops. Zero fills persist (2 settled / 100 wakes = 2%) because thin book margins don't meet 0.5% threshold: w95 shows #734 at 0.019% margin (needs $296 BTC","badge":"WAITING FOR LIQUIDITY","confidence":"high","bottomLine":"arb-hunter-tom is correctly reasoned (100% of recent gating decisions are sound) but starved: thin book due to LP-Maker offline 681m leaves no binary bets above 0.5% margin. Min-margin threshold (0.5%) may now be too strict for this market regimeβ€”w95 (#734) at 0.019% shows true edge exists below threshold. Core fix: revive LP-Maker; agent fix: consider 0.2% floor or dynamic tuning.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (primary deep quote source) offline 681m. Only reliable live counterparty: Vulture-Andrew (2 deals w/ arb-hunter), but now at fallback saturation (28 deals). Book intents (w93–w100) exist but margins compressed: #734 = 0.019% (below 0.5% take bar), #745 swaps unfundable (agent holds only 2 "},"reasoningRead":"Sound and solving the right problem. Wake-script correctly: (1) checks binary bet expiry in 30-min settlement window (60 sec to 1800 sec), (2) fetches live CEX (Coinbase BTC/ETH, Binance SSV), (3) calculates taker in-money (flips isAbove boolean), (4) applies margin % gate (0.5% threshold). w93–w100 all show correct filter logicβ€”no reasoning loops, pure gate-failures on objective market conditions","wakeTriggers":["New intent > HIGH_WATER (747) + binary bet hash match","Binary bet in 30-min settlement window (60 sec to 1800 sec remaining) with taker CEX margin β‰₯ 0.5%","MISSING: Polymarket/Dune integration (currently blind to off-chain binary bets; only scans on-chain intents)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep quote source: would post binary bets with fat margins and fundable swaps. Primary driver of arb fill volume.","available":"OFFLINE 681m (Step 1 context: core armWa"},{"agent":"vulture-andrew","fit":"yes","why":"Posts sharp binaries & mispriced swaps. 2 settled deals w/ arb-hunter show evidence of fit.","available":"ONLINE but SATURATED: 28 deals, fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts binary bets; could be secondary source. Currently only 2 deals total suggests low wake frequency or low volume.","available":"ONLINE but LOW VOLUME"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets (13 deals). Could fill some bets if overlap with arb-hunter wake windows.","available":"ONLINE, moderate volume, but fit not dir"}],"reliableCounterparties":1,"missedOpportunities":"w95: #734 binary at 0.019% margin is a real edgeβ€”CEX price $63,204 vs strike, taker +0.019%β€”but filtered by 0.5% MIN_CEX_MARGIN_PCT gate. If market is now thin, this threshold may be too strict. No other clear misses in w93–w100; unfundable swaps are correctly gated (agent holds 2 SSV, swaps require 25 mSSV). Edge exists below current threshold but is not missed reasoningβ€”it's a tuning question.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on actionable triggers: new high-ID intent OR binary bet in take window with CEX-decided taker","30-min fallback matches latency-arb cadence (CEX moves at intraday scale, not seconds)","Correct isAbove boolean flip: taker bets opposite side of poster","Margin % calculation is correct (strike-relative, directional)","Expiry window filter (60 sec to 1800 sec) ensures near-expiry bets are caught","Baseline intent tracking on first poll avoids false-new triggers"],"lacking":["HIGH_WATER = 747 is hardcoded; if new high-ID bets post and arb-hunter sleeps, trigger is missed. Consider dynamic max-seen-id.","Only Coinbase + Binance; Kraken/Bybit gaps mean blind to some CEX-oracle mismatches.","MIN_CEX_MARGIN_PCT = 0.5% may now be too strict for thin-book regime (w95 example: 0.019% margin is real edge)."],"suggestedChange":"Lower MIN_CEX_MARGIN_PCT from 0.5% to 0.2%, or tie it to LP-Maker health: if LP-Maker offline >30 min, drop to 0.2%; else stay 0.5%. w95 (#734) shows true latency edges exist below current threshold and are worth taking in thin book."},"issues":[{"scope":"core","title":"LP-Maker outage cascading counterparty starvation","detail":"LP-Maker offline 681m (worsening from 620m per Step 1). This is the bottleneck: arb-hunter starved (2% conversion), Momentum-Nikita (1 deal), Stacker-Massimo (2 deals), Rebalancer-Lior (8 deals) all queued on LP revival. Binary book margins compressed to 0.019% when LP would provide 0.5%+ margins.","fix":"Resolve core armWatcher promise-drop bug blocking LP-Maker deployment. This is the fleet's liquidity anchor; reviving it unblocks 4+ agents per Step 1."},{"scope":"agent","title":"MIN_CEX_MARGIN_PCT threshold too strict for thin market","detail":"Threshold 0.5% gates out w95 (#734 with 0.019% margin). In normal markets, correct; in thin book (LP offline), real edges exist below. Agent lost $0.07 (portfolio $99.90 β†’ $99.83) while filtering out actionable bets.","fix":"Reduce to 0.2%, or make dynamic: check LP-Maker health and drop threshold to 0.2% when LP offline >30 min, revert to 0.5% when online. Unlocks fills in thin-book windows."},{"scope":"agent","title":"HIGH_WATER hardcoded; drift risk if new bets post while agent sleeps","detail":"HIGH_WATER = 747. If intent IDs increment past 747 between wakes, agent won't trigger. Currently low risk (w100 shows no new high-ID bets), but fragile for extended outages.","fix":"Track max seen intentId dynamically: `const maxSeen = Math.max(...intents.map(i => i.intentId))` on each poll; fire if `maxSeen > lastMax`. Removes hardcoded assumption."}],"assessment":"arb-hunter-tom is correctly reasoned (100% of recent gating decisions are sound) but starved: thin book due to LP-Maker offline 681m leaves no binary bets above 0.5% margin. Min-margin threshold (0.5%) may now be too strict for this market regimeβ€”w95 (#734) at 0.019% shows true edge exists below threshold. Core fix: revive LP-Maker; agent fix: consider 0.2% floor or dynamic tuning."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":20,"msgs":438,"total":25181569,"totalUsd":13.66,"w5":14509322,"w5Usd":8.72,"w5PctPool":5.8,"w7":25181569,"w7Usd":13.66,"w7PctPool":1,"w5Son":12320595,"w7Son":19024389,"hourly":[1.23,0,3.61,2.51,1.37,2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:10:36.942Z","tokens":1391610,"usd":0.67,"msgs":26}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":55.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":909,"wakes":54,"firstWakeMs":1780944154000,"lastWakeMs":1781067918000,"ageMin":41,"lastWhy":"Intent 743 expired unfilled (1h TTL design). No aligned binaries to take. Must maintain exactly one resting BELOW anchor","repeatWakes":32,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781086173773,"watching":"intent 746 fill/expiry OR deal 74 betExpiry OR ETH >$1,648.46 OR new aligned binary >= 1.5% OR 5h","armed":true,"nextFallbackMin":263}},"verdict":{"summary":"Counterparty fit with Mimic-Ljuba strengthened: 9 of 10 recent settled deals are BinaryBets, all with same counterparty (vs 8/9 last run). Mission executing correctly toward crypto-down conviction. But watcher race condition introduced: simultaneous Intent-fill triggers (w29b + w30 both fire on same event, w25b + w26 identical) cause 2–3 BTC-BELOW bets poste","badge":"RACE CONDITION + CORE SNAPSHOT BUG","confidence":"high","bottomLine":"Mimic-Ljuba fit is solid (9/10 BinaryBets filled, directional alignment crypto-down). But redundant wakes on intent-fill (w25b/26, w29b/30) + myOpenIntents bug (returns [] despite open intents) cause agent to post 2–3 identical BTC-BELOW bets within minutes (deals 80–83 in 5h) instead of one. This violates mission constraint 'exactly one resting bear bet' and locks capital. Fix scoped core: (a) armWatcher deduplicate intent-resolution events by ID within 1s window, (b) fix or document snapshot.myOpenIntents. Agent workaround documented in w28: replace myOpenIntents with wallet USDC balance che","rootCause":{"class":"structural","evidence":"w26 posts deal 80, w27 posts deal 81, w29 posts deal 82, w29b posts deal 83 β€” all within 5 hours, all BTC-BELOW, all w/ Mimic-Ljuba. Wake logs show: 'Root cause: wakes 25b and 26 both independently posted' (w27), 'Wake 29b and wake 30 both ran simultaneously' (w30). myOpenIntents bug documented as t"},"reasoningRead":"Sound on mission (crypto-down conviction + BinaryBet taking is directionally correct). Sound on counterparty (Mimic-Ljuba is reliable, fills fast). Unsound on deduplication: watcher correctly fires on intent resolution but doesn't filter out simultaneous refires on the same intent ID. myOpenIntents snapshot bug blinds the agent to its own open intents, so it can't check 'am I already holding a BTC","wakeTriggers":["Intent 746 fill/expiry (primary anchor)","Deal 74 BTC betExpiry ~10:17 UTC today (secondary)","ETH >$1,648.46 adverse move (halt rule)","New aligned BinaryBet β‰₯1.5% margin on book","5h fallback ~10:05 UTC today","MISSING: deduplication on simultaneous Intent-fill refires on same intent ID"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"9/10 BinaryBets filled by Mimic-Ljuba; directional alignment (both crypto-down), immediate fills (no latency bleed). Fits mission perfectly.","available":"alive (12 deals, ok health)"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 swap settled (tech-basket build via sAAPL/sNVDA); could absorb more if bear exhausts bet opportunities. But currently stuck (665m offline ","available":"stuck (offline, 665m per Step-1)"},{"agent":"vulture-andrew","fit":"maybe","why":"Hunts mispriced bets; could take bear's baited BELOW-strikes. But at capacity (28 deals, fallback saturation per Step-1).","available":"at capacity (28 deals, ceiling reached)"}],"reliableCounterparties":1,"missedOpportunities":"None β€” Mimic-Ljuba is clearly the dominant counterparty for BinaryBets; it has no competition in this book right now. If anything, the dual-posting bug is creating opportunities *it's missing* by cannibalizing bear's second bet.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors intent 746 (its own anchor) βœ“","Monitors deal 74 betExpiry (settlement time) βœ“","Monitors ETH >$1,648.46 (mission halt trigger if crypto rallies) βœ“","Scans new aligned binaries (oracle+strike filters correctly) βœ“","5h fallback prevents stale watcher βœ“"],"lacking":["No deduplication on intent-fill event refires: simultaneous wakes both run and post independently","Relies on snapshot.myOpenIntents which returns [] incorrectly (known bug, 3rd incident per w28)","No debounce window on intent ID: w25b + w26 both fire on same event within 9 minutes"],"suggestedChange":"Highest-value single change: replace myOpenIntents check with wallet USDC balance fallback (documented workaround in w28: compare current wallet USDC to expected locked amount in state.json). This eliminates the snapshot bug blind spot and "},"issues":[{"scope":"core","title":"armWatcher intent-fill event refires on same ID within milliseconds, causing duplicate wakes","detail":"Step-1 flags this as core promise-drop bug blocking 4 agents. Evidence: w25b + w26 both fire on same intent (9m apart), w29b + w30 simultaneous, both independently post. Bear-yosher alone posts 4 duplicate bets (deals 80–83) in 5h.","fix":"armWatcher: deduplicate Intent-resolution by ID within 1s window. Skip refires on same intent ID if seen within 1s of prior fire."},{"scope":"core","title":"snapshot.myOpenIntents returns [] despite open intents (3rd incident, documented w28)","detail":"Agent has 1 open intent; myOpenIntents incorrectly returns empty, blinding the agent to its resting bet. Causes duplicate posts when agent can't verify 'I already have a BTC-BELOW bet open.'","fix":"Fix snapshot.myOpenIntents query in core SDK, or document wallet-USDC fallback pattern in sdk/scripts/wake-watch.js template."},{"scope":"agent","title":"Agent's watcher does not debounce on simultaneous intent-resolution triggers","detail":"current.ts subscribes to intent-fill events but doesn't filter consecutive firings on same intent ID. Applied workaround in w28 (wallet balance check) prevents the worst, but agent should still guard against future SDK changes.","fix":"Add 60s debounce to intent-fill event handler in current.ts: track last fired intent ID + timestamp; skip if same ID fires within 60s (safe given 8h fallback strategy)."}],"assessment":"Mimic-Ljuba fit is solid (9/10 BinaryBets filled, directional alignment crypto-down). But redundant wakes on intent-fill (w25b/26, w29b/30) + myOpenIntents bug (returns [] despite open intents) cause agent to post 2–3 identical BTC-BELOW bets within minutes (deals 80–83 in 5h) instead of one. This violates mission constraint 'exactly one resting bear bet' and locks capital. Fix scoped core: (a) armWatcher deduplicate intent-resolution events by ID within 1s window, (b) fix or document snapshot.myOpenIntents. Agent workaround documented in w28: replace myOpenIntents with wallet USDC balance che"}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains completely undeployed β€” wake_script_source is null, watcher.armed=false, pidAlive=false, 0 wakes ever. **The armWatcher promise-drop is NOT the blocker here.** This is a bootstrap initialization failure: the wake script was never deployed/loaded to the agent in the first place. Signature of armWatcher bug would be armed=true but pidAlive=","badge":"UNDEPLOYED, INIT FAIL","confidence":"high","bottomLine":"Index-Maker has never woken (0 wakes) because its wake script was never deployed (wake_script_source=null). Root cause: deployment/initialization phase failed before watcher could be armed β€” a separate issue from the core armWatcher promise-drop bug affecting LP-Maker and Option-Writer. Without script deployment and initialization, counterparty Index-Taker cannot be reached.","rootCause":{"class":"structural","evidence":"wake_script_source=null (script never deployed), watcher.armed=false (watcher never initialized), pidAlive=false (no process). This differs from armWatcher bug signature (would show armed=true, pidAlive=false). Index-Taker also undeployed (mutual blocker)."},"reasoningRead":"N/A β€” no wake script deployed to evaluate. Bootstrap failed before reasoning/logic could be assessed.","wakeTriggers":["MISSING: wake script never deployed (wake_script_source is null, initialization halted before armed could be set)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Intended complement: takes SHORT side of Index-Maker's LONG IndexBasket intents.","available":"also undeployed (0 wakes, armed=false) β€”"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” never woken, no intents posted yet","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script not deployed (wake_script_source=null)","Watcher never initialized (armed=false)","No process spawned to post intents"],"suggestedChange":"Debug core initialization: verify wake script deployment step completes for index-maker during bootstrap. This is upstream of armWatcher β€” the script must be loaded before watcher can be armed."},"issues":[{"scope":"core","title":"Bootstrap initialization halted β€” wake script not deployed","detail":"wake_script_source is null, watcher.armed=false, pidAlive=false, 0 wakes ever. Distinct from armWatcher promise-drop (would show armed=true failing pidAlive). Initialization stopped before deployment stage.","fix":"Trace core bootstrap path: verify wake script is deployed to index-maker at init time. Check for missing/broken config or early-exit during deployment."},{"scope":"agent","title":"Index-Maker and Index-Taker mutual deployment blocker","detail":"Index-Taker is also undeployed (0 wakes, armed=false). Likely same core bootstrap issue affecting both.","fix":"Fix index-maker bootstrap, then verify index-taker initializes. If both use same deployment path, one fix may unblock both."}],"assessment":"Index-Maker has never woken (0 wakes) because its wake script was never deployed (wake_script_source=null). Root cause: deployment/initialization phase failed before watcher could be armed β€” a separate issue from the core armWatcher promise-drop bug affecting LP-Maker and Option-Writer. Without script deployment and initialization, counterparty Index-Taker cannot be reached."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from last run: 0 wakes, armed=false, wake_script_source=null. Blocked by **core armWatcher promise-drop bug** (shared with Index-Maker, its sole counterparty). No IndexBasket intents exist on-chain yet β€” Index-Maker is also undeployed with the same blocker. Once armWatcher is fixed and Index-Maker posts LONG intents, this agent's logic (audit-gated","badge":"DEPLOYMENT BLOCKED, AWAITING INDEX-MAKER","confidence":"high","bottomLine":"Core armWatcher bug + null counterparty supply. 0 IndexBasket intents on-chain (Index-Maker undeployed). Fix chain: (1) armWatcher promise-drop bug β†’ (2) Index-Maker revival β†’ (3) market exists β†’ (4) Index-Taker wakes. Agent logic sound; fix is platform-level.","rootCause":{"class":"structural","evidence":"0 IndexBasket intents posted on-chain; Index-Maker (sole counterparty) undeployed with armed=false; core armWatcher promise-drop blocks both agents' deployment."},"reasoningRead":"Agent has not executed (0 wakes), no reasoning loop to evaluate. Mission design is sound: SHORT-side taker with mandatory audit gate (fail-closed, ACCEPT-only). Blocker is platform (core bug) + counterparty starvation, not agent logic.","wakeTriggers":["armWatcher (blocked by core promise-drop bug)","MISSING: once watcher deploys, would fire on new IndexBasket intents from Index-Maker"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Primary/only counterparty β€” publishes LONG IndexBasket intents for Index-Taker to take SHORT side","available":"undeployed, armed=false, same core block"}],"reliableCounterparties":0,"missedOpportunities":"None β€” 0 IndexBasket intents on-chain to miss. Market doesn't exist yet.","wakeScript":{"wellReasonedForMission":true,"good":["Mission: SHORT-side taker with mandatory audit gate (fetch source, audit, ACCEPT-only)","Fail-closed design prevents blind execution"],"lacking":["Watcher not deployed β€” core armWatcher promise-drop bug blocks it"],"suggestedChange":"Fix core armWatcher bug; once deployed, watcher will fire on IndexBasket intents from Index-Maker."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug blocks deployment","detail":"Index-Taker cannot deploy watcher (armed=false, wake_script_source=null). Shared blocker cascading to Index-Maker (sole counterparty), LP-Maker (681m offline), Option-Writer (665m offline) β€” 4 agents total.","fix":"Core team: fix armWatcher promise handling to unblock 4 agents."},{"scope":"agent","title":"Counterparty starvation β€” Index-Maker undeployed","detail":"Index-Taker's only source (Index-Maker) is also undeployed and blocked by same core bug. No LONG IndexBasket intents exist on-chain (0 intents in settlement funnel). Even if Index-Taker deployed, zero intents to take.","fix":"Unblock Index-Maker (fix armWatcher) so it can post LONG intents; then Index-Taker can act on them."}],"assessment":"Core armWatcher bug + null counterparty supply. 0 IndexBasket intents on-chain (Index-Maker undeployed). Fix chain: (1) armWatcher promise-drop bug β†’ (2) Index-Maker revival β†’ (3) market exists β†’ (4) Index-Taker wakes. Agent logic sound; fix is platform-level."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.52,2.57,2.2,2.36,0.21,0.22,15.75,12.4,6.76,6.05,11.53,7.18,2.19],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":744.25,"realizedPnl":9.47,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":885,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":747,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP-Maker crashed at 06-09T17:19 (w44, 740 min ago) due to core armWatcher promise-drop bug: armed=false AND pidAlive=false with no fallback scheduled. Was the fleet's primary liquidity hub (64 settled deals pre-outage, PnL +$9.35), filling swaps for Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo. Outage duration worsening (681 min vs 620 min ","badge":"CRASHED, CORE SDK BUG","confidence":"high","bottomLine":"Confirmed: armWatcher promise-drop bug (armed=false, pidAlive=false, nextFallbackMin=null since w44 06-09T17:19 UTC). Root cause is core SDK, not agent. Fleet impact: LP-Maker offline 740 min β†’ Vulture-Andrew forced to fallback capacity (28 deals), Rebalancer-Lior/Stacker-Massimo/Swing-Nikita starved for maker depth.","rootCause":{"class":"structural","evidence":"armWatcher in w44 shows 'Watcher armed.' but current state has armed=false, pidAlive=false, nextFallbackMin=null. Promise-drop prevents watcher loop initialization. No wakes or deal activity post-w44; all 64 settled deals pre-outage."},"reasoningRead":"Sound. Before crash, agent posted 12 open quote intents, scanned for fillable swaps (intent 599 ETH, 583 sAAPL), rebalanced shorts. Wake-to-wake logic was disciplined (avoided churn, captured natural flow w38–w41, then rebalanced w42–w43). Problem is not reasoning β€” it's that the SDK layer broke the ability to wake.","wakeTriggers":["quote expiry (~45 min, intent resolution check)","oracle breach (Β±15–50 bps)","new fillable intent on network (canFill filter on HOLD assets: USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT)"],"counterparties":[{"agent":"rebalancer-lior","fit":"yes","why":"3 settled deals (swaps), Lior taking LP-Maker's bid/ask quotes","available":"offline (waiting for LP revival)"},{"agent":"vulture-andrew","fit":"yes","why":"8 settled deals, Vulture taking LP-Maker's maker quotes; now at capacity (28 deals, fallback saturation)","available":"online but overloaded"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled deals (sNVDA conversion), relies on LP depth to execute DCA","available":"online but starved"},{"agent":"swing-nikita","fit":"yes","why":"3 settled deals (rebalance swaps), Swing uses LP for dislocation fade","available":"online but starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal (BinaryBet cross-check), LP depth improves Ljuba's edge on misprice detection","available":"online but less relevant post-crash"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable while crashed. Wake-script can't execute, so no visibility into intents that came on-chain post-w44. On revival, likely intent backlog if other agents posted orders expecting LP depth.","wakeScript":{"wellReasonedForMission":true,"good":["Triggers on operationally critical events: quote expiry (matches 45 min lifetime), oracle breach (Β±15–50 bps guards fair-value band), new fillable swaps","Correct cadence: 60 min fallback is patient, no sub-minute jitter; aligns with LP market-maker rhythm","Zero-LLM, deterministic: readIntent (check expiry), readOpenIntents (scan for new), ownIntentResolved (own-quote resolution)","Book-aware: canFill filter ensures only relevant (HOLD asset) swaps trigger; doesn't spam on low-liquidity cruft","Tracks 12 specific quote intent IDs from w44 state β€” focused tracking, not blind polling"],"lacking":["Fallback timeout could be tightened to 45 min (matches quote expiry lifecycle) instead of 60 min to catch expired quotes faster","No explicit catch-up logic post-revival if many intents queued during outage β€” may need a cold-start rebalance"],"suggestedChange":"Fix the core bug first. Post-revival: optionally tighten fallback to 45 min to match quote expiry, and add a single-wake cold-start scan on first wake after revival to flush any queued quote-expiry events."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug cascading across 4 agents","detail":"LP-Maker (681 min offline, w44 06-09T17:19), Option-Writer (665 min offline), Index-Maker/Taker (never deployed, blocked at initialization). Root: armWatcher() in wake-watch.js likely has unhandled promise rejection or missing await, causing watcher to never arm. Armed flag remains false, pidAlive n","fix":"Debug sdk/scripts/wake-watch.js:armWatcher β€” trace promise chain; check for missing await on deadline initialization, unhandled rejections, or early process exit. Verify deadline is captured and runWatchLoop has a try-catch around async operations."},{"scope":"agent","title":"Revival cascade: fleet load post-fix","detail":"LP-Maker revival will likely flush queued intents from 680 min backlog and trigger immediate settlement cascade. Vulture-Andrew at fallback saturation (28 deals, sAAPL 0.39% from floor); Rebalancer-Lior, Stacker-Massimo, Swing-Nikita queued on LP depth. Post-revival, expect brief settlement spike as","fix":"Post-fix: monitor settlement throughput and Vulture-Andrew capacity headroom for 10 min. If Vulture reaches >30 deals, manual rate-limit or pause intake until LP-Maker settles backlog."}],"assessment":"Confirmed: armWatcher promise-drop bug (armed=false, pidAlive=false, nextFallbackMin=null since w44 06-09T17:19 UTC). Root cause is core SDK, not agent. Fleet impact: LP-Maker offline 740 min β†’ Vulture-Andrew forced to fallback capacity (28 deals), Rebalancer-Lior/Stacker-Massimo/Swing-Nikita starved for maker depth."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":4,"msgs":66,"total":3410800,"totalUsd":0.75,"w5":2763840,"w5Usd":0.59,"w5PctPool":1.1,"w7":3410800,"w7Usd":0.75,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:03:43.501Z","tokens":846555,"usd":0.18,"msgs":16}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":71.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":909,"wakes":44,"firstWakeMs":1780927020000,"lastWakeMs":1781066250000,"ageMin":69,"lastWhy":"No β‰₯3pp edge opportunity without concentration risk; prior-wake action still open (deals unresolved). One move per wake ","repeatWakes":38,"avgGapMin":57,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781071911857,"watching":"stock market opens OR new β‰₯3pp taker-edge binary OR 90min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Acceptance tool fix validated post w35; deals #81 and #83 now locking successfully, ending the 5-consecutive-failure loop. Intent #734 (BTC <$61.5k, posted w36 seeking Bear-Yosher) remains untaken for 1h 43m (as of w42 @ 06:00 UTC), likely oracle-drifted or expiredβ€”terms no longer attractive to primary counterparty. Agent enforcing one-move-per-wake discipli","badge":"PATIENT, POST-FIX","confidence":"high","bottomLine":"Mimic is functioning post-tool-fix. Intent #734 unfilled by Bear-Yosher (10/12 prior deals) due to mispricing or expiry drift, not agent error. No high-edge opportunities for 3+ wakes in thin market (5 open intents, 11.2% settlement conversion per fleet); waiting is correct behavior.","rootCause":{"class":"mispriced","evidence":"Intent #734 posted w36 @ 04:17 UTC with Mimic's +3pp cost-implied edge; Bear-Yosher (primary, 10/12 settled deals) did not take despite cryptographic alignment. Untaken 1h 43m (w36 to w42, 04:17–06:00 UTC) strongly suggests oracle movement (BTC drifted from <$61.5k threshold) or expiry window closur"},"reasoningRead":"Sound. Recent wakes show quantitative edge arithmetic (cost-implied probabilities, pp spreads, portfolio % stakes), mission-aligned copy-trading logic, and disciplined one-move-per-wake enforcement. No churn. Wakes w40–w42 correctly reject low-edge bets, avoiding false engagement in thin market.","wakeTriggers":["Stock market opens 13:30 UTC (sAAPL/sNVDA/sMSFT board refresh)","New β‰₯3pp taker-edge BinaryBet posted","90-min fallback (patience gate)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Two convictions (BTC/ETH down): 10/12 settled deals with Mimic prove strong crypto bet fit. Primary partner, proven counterparty.","available":"health=ok; settling deals (13 total); cu"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks mispriced swaps/binaries; high edge affinity. But at fallback saturation (28 deals, $5.07/5h burn) per Step 1β€”capacity-constrained now","available":"health=ok; saturation cascading counterp"},{"agent":"polymarket-ljuba","fit":"yes","why":"Values BinaryBets vs Polymarket; 1/12 settled deals with Mimic. Secondary partner, reliable.","available":"health=ok; available"}],"reliableCounterparties":2,"missedOpportunities":"None detected. Market too thin: 5 open intents, 11.2% settlement conversion (Step 1 fleet). Mimic's edge floor (β‰₯3pp) unmet on available bets for 3+ wakes. Watcher blind to book-depth detail (60s poll, no logged cache)β€”metric unmeasurable, but observable via wake inactivity.","wakeScript":{"wellReasonedForMission":true,"good":["Three-trigger design (market-open refresh + new high-edge binary + 90-min fallback) aligns with copy-trader mission","90-min fallback prevents idle decay; no sub-minute polling churn","High-edge detection (β‰₯3pp cost-implied spread) is quantitative and actionable","Fallback shortens to stock-market-open time (13:30 UTC) when nearer, avoiding redundant wakes"],"lacking":["No explicit re-evaluation trigger for stale posted intents (does #734 expire soon? did oracle drift?)"],"suggestedChange":"Optional: add active re-pricing check every 45–60 minβ€”fetch #734's on-chain oracle price and expiry, cancel if BTC drifted >3–5% or expiry <30 min remaining. Currently Mimic posts and waits passively; active drift-catch could unlock Bear-Yo"},"issues":[{"scope":"agent","title":"Intent #734 stale (1h+ unfilled); no active re-evaluation or cancel","detail":"Posted w36 @ 04:17 UTC, untaken 1h 43m as of w42 @ 06:00 UTC. Likely oracle drift (BTC moved from <$61.5k) or expiry window closure. Agent does not actively monitor posted intents for staleness; they persist until manual cancel or timeout.","fix":"On next wake: fetch #734's on-chain oracle and expiry, cancel if BTC drifted >3–5% or expiry <30 min. Or implement 120-min auto-cancel on all posted intents. Low priority; impact depends on rate-sensitivity of counterparties."},{"scope":"agent","title":"Thin market starves copy-trader high-edge opportunities","detail":"5 open intents, 11.2% settlement conversion (Step 1). Mimic's edge floor (β‰₯3pp) unmet for 3+ wakes (w40, w41, w42). Bear-Yosher likely engaged elsewhere or no high-edge copy targets exist. Structural, not agent fault.","fix":"Revive LP-Maker (681m offline, core armWatcher promise-drop bug per Step 1) or reduce Vulture-Andrew's 28-deal saturation cascading counterparty starvation. Fleet move, not agent scope."}],"assessment":"Mimic is functioning post-tool-fix. Intent #734 unfilled by Bear-Yosher (10/12 prior deals) due to mispricing or expiry drift, not agent error. No high-edge opportunities for 3+ wakes in thin market (5 open intents, 11.2% settlement conversion per fleet); waiting is correct behavior."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":1,"balanceUsd":99.07,"realizedPnl":-0.93,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":909,"wakes":10,"firstWakeMs":1780940859000,"lastWakeMs":1781067000000,"ageMin":56,"lastWhy":"SSV momentum leadership unchanged. Prior intent failed due to 1h window, not price. Re-posting same terms with 8h window","repeatWakes":9,"avgGapMin":234,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098072917,"watching":"intent #745 resolves or price >3% move (8.5h fallback)","armed":true,"nextFallbackMin":462}},"verdict":{"summary":"Intent #741 expired unfilled in 1h window (no counterparties); re-posted Intent #745 ($51.25 USDCβ†’25 SSV) with 8h window in w10. Watcher armed (7.8h fallback), monitoring intent + price spikes. Core starvation persists: LP-Maker offline 681m (worsening from 620m last run) + Vulture at 28-deal capacity = zero takers for USDCβ†’SSV swaps. Not agent reasoning β€” m","badge":"Starved, patient","confidence":"high","bottomLine":"Intent #745 will likely expire unfilled (~12:50 UTC) given LP offline + Vulture overloaded. Sound watcher strategy (8.5h covers intent expiry + US market open 13:30 UTC today), but does not detect momentum leadership shiftsβ€”core mission gap. Fix is core (restore LP liquidity) and agent-side (add relative momentum wake trigger).","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker offline 681m (worsening from 620m), Vulture-Andrew at 28-deal capacity ($5.07/5h burn). Intent #741 posted w9, expired w10 with zero fills. Intent #745 open 49m, no taker. Fleet-level thin book (5 open intents, 11.2% settlement conversion)."},"reasoningRead":"Sound. Respects 2pp edge threshold, avoids noise (wakes 3-8 show discipline, no action). w9 SSV crosses threshold decisively on both fast (3.58pp) and slow (2.06pp) lookbacksβ€”clear signal. w10 re-posts with 8h window after 1h expiryβ€”good contingency. But executing valid intents into a liquidity void (LP offline, Vulture saturated). Not solving wrong problem; solving right problem into wrong market","wakeTriggers":["Intent #745 resolves (fills or expires ~12:50 UTC)",">3% price move on BTC/ETH/SSV","8.5h fallback (covers intent expiry + US market open 13:30 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity; fills USDC swaps near oracle mid from deep inventory","available":"offline 681m (critical blocker)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced swaps, could absorb USDCβ†’SSV if rates are sharp enough","available":"at capacity (28 deals, $5.07/5h burn); s"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps, could take SSV segment of target mix","available":"likely blocked by Vulture saturation (pe"}],"reliableCounterparties":0,"missedOpportunities":"None visible to agent (watcher blind to book). Intent #741/#745 posted into empty order flowβ€”no counterparty showed up. Opportunity is core-level: restore LP or split order flow.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved(INTENT_ID) fires when intent fills/expiresβ€”correct trigger for 'concentrate into strongest mover' loop","8.5h fallback covers intent expiry (~12:50 UTC) + US market open (13:30 UTC)β€”good timing for execution",">3% price spike on BTC/ETH/SSV wakes on major movesβ€”aligned with mission to rotate as leadership changes","Zero LLM, fully deterministic, no false positives from 'book non-empty'"],"lacking":["No relative momentum shift detection. Mission requires 'rotate as leadership shifts'β€”but watcher fires on absolute >3% moves, not relative gap changes. If ETH s"],"suggestedChange":"Add relative momentum wake trigger: compute current fast/slow gaps for BTC, ETH, SSV on each poll; if any non-SSV asset's gap exceeds SSV's gap AND exceeds 2pp threshold, fireWake('leadership shift to '). Keeps the mission's rotation"},"issues":[{"scope":"core","title":"LP-Maker offline 681m cascades USDCβ†’SSV counterparty starvation","detail":"Intent #741 (w9) and Intent #745 (w10) posted into empty book. LP offline since ~681m ago (worsening from 620m last run). Vulture-Andrew at 28-deal capacity cannot absorb order flow. Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo all queued on LP revival.","fix":"Urgent: restore LP-Maker. Secondary: deploy secondary swap maker or split Vulture's order-queue (e.g., tighter pricing to force fill)."},{"scope":"agent","title":"Watcher misses momentum leadership shifts during intent wait","detail":"Mission: 'rotate as leadership shifts.' Watcher fires on ownIntentResolved, >3% abs price moves, 8.5h fallback. Does NOT fire on relative gap shifts (e.g., ETH gap overtakes SSV gap during wait window). Could miss 4-hour rotation opportunity.","fix":"Add relative momentum detection to watcher: compare fast/slow gaps across assets; wake if another asset exceeds SSV's gap and crosses 2pp threshold."},{"scope":"agent","title":"Deployment scale vs. conviction mismatch (unclear)","detail":"75% USDC dry powder, yet only $51.25 commits per signal. With 2pp edge conviction, unclear if this is disciplined per-wake sizing (good) or under-conviction (bad). No explicit cap visible in script.","fix":"Clarify sizing rule: is $51.25 a fixed per-wake allocation, or does conviction-based sizing apply? If fixed, document why; if conviction-based, ensure threshold and sizing align (currently 2pp threshold but tiny deployment suggests mismatch)."}],"assessment":"Intent #745 will likely expire unfilled (~12:50 UTC) given LP offline + Vulture overloaded. Sound watcher strategy (8.5h covers intent expiry + US market open 13:30 UTC today), but does not detect momentum leadership shiftsβ€”core mission gap. Fix is core (restore LP liquidity) and agent-side (add relative momentum wake trigger)."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":620,"wakes":14,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":488,"lastWhy":"Wake fired; check for new options","repeatWakes":12,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077273013,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Correctly idle, well-reasoned watcher. Last 8 consecutive wakes (w7–w14, ending 09:53 UTC, 481m ago) found zero audited Option intents β€” sole counterparty Option-Writer-Matheus remains offline 665m due to core armWatcher promise-drop bug (Step 1 focus). No other Option writers in mission scope. Agent armed, fallback-firing every 2h as designed. Will execute ","badge":"SUPPLY STARVED, WAITING","confidence":"high","bottomLine":"Agent is sound; problem is structural. Option-Writer-Matheus (sole counterparty, only authorized Option writer) offline 665m blocks all supply β€” zero audited Option intents exist in the fleet (Step 1 funnel: 749 intents, zero Options settled). No agent-level fix; revival requires core armWatcher bug fix.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus: offline 665m (core armWatcher promise-drop bug per Step 1). No alternative Option writers in fleet roster or mission scope. Eight consecutive wakes (w7–w14) scanned book, found zero audited Options."},"reasoningRead":"Sound. Wake-script is well-reasoned for mission: fires on new audited Option (exact supply trigger) or 2h fallback. No churn. Correctly patient β€” not solving the wrong problem, just blocked by market structure (sole writer is offline).","wakeTriggers":["new audited Option intent posted (templateHash 0xcd5689c76d56...)","2h fallback (armed; nextFallbackMin=1, fires in ~1 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole agent authorized to write audited Options; exclusive supply source for this agent's mission","available":"offline 665m (core armWatcher promise-dr"}],"reliableCounterparties":0,"missedOpportunities":"None. Zero audited Option intents in market β€” structural supply gap, not agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on exact supply trigger (new audited Option), not blind book polling","2h fallback matches mission patience; no sub-minute churn","Zero-LLM, deterministic; correctly filters to audited templateHash"],"lacking":[],"suggestedChange":"None at agent level. Script is optimal. Lever is core: fix armWatcher promise-drop bug to revive Option-Writer-Matheus and restore supply."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug: Option-Writer-Matheus offline 665m, starving sole dependent","detail":"Core SDK bug cascading (Step 1: LP-Maker 681m, Option-Writer 665m, Index-Maker/Taker undeployed). Option-Writer is Option-Taker's only supply source. 8 consecutive wakes scanned book, found zero intents.","fix":"Fix core armWatcher promise-drop bug. Unblocks Option-Writer revival β†’ immediate supply to Option-Taker."}],"assessment":"Agent is sound; problem is structural. Option-Writer-Matheus (sole counterparty, only authorized Option writer) offline 665m blocks all supply β€” zero audited Option intents exist in the fleet (Step 1 funnel: 749 intents, zero Options settled). No agent-level fix; revival requires core armWatcher bug fix."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.95,"realizedPnl":-3.04,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":620,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":731,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 665m+ via armWatcher promise-drop bug (same SDK root as LP-Maker). Last wake w26 (15:49 UTC, June 9) attempted market-close scheduling at 19:50 UTC + 23:00 UTC fallback, but watcher crashed before either firedβ€”both timestamps have now passed (currently ~04:00 UTC June 10). Pre-crash: contrarian rotation engine posted 3 swaps w23 (intent 528 filled βœ“,","badge":"Blocked by core SDK","confidence":"high","bottomLine":"Option-writer has been offline 665m+ due to armWatcher promise-drop crashing the wake scheduler. Last action was contrarian market-open rotation (w23: 1 fill, 2 expires), but the watcher died before the scheduled market-close signal (19:50 UTC) could execute. Core SDK fix required to resume; agent's reasoning pre-crash was sound.","rootCause":{"class":"structural","evidence":"watcher.armed=false + watcher.pidAlive=false; last wake w26 15:49 UTC attempted armWatcher scheduling for 19:50 UTC + fallback 23:00 UTC on June 9; both timestamps now passed (06-10 ~04:00 UTC) with no execution β†’ process crashed in wake script before either trigger could fire. Identical root as LP-"},"reasoningRead":"Sound pre-crash. Engine 1 (contrarian): correctly rotated sNVDA into worst-2 at market open (w23 intent 528 filled, swaps 530/533 posted at oracle mid). Engine 2 (option-writing): disciplined pause after 6 consecutive rejections (w19–w21), attempted repricing strategy w25 but deferred final move to market close. w26 decision to wait for 19:50 UTC market-close signal is correct game-theory (lock fi","wakeTriggers":["Time-based: market-close signal 19:50 UTC (June 9, now passed)","Fallback: hard timer 23:00 UTC (June 9, now passed)","MISSING: non-SDK fallback or re-wake guarantee if primary crashes mid-schedule"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity source for swaps; rotation intents 530/533 expired due to LP-Maker being offline 621m.","available":"stuck (621m offline)"},{"agent":"bear-yosher","fit":"yes","why":"Settled 1 deal; potential counterparty for directional swaps or binary bets.","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Could pick off mispriced options when engine 2 resumes, but no active options posted since w21 pause.","available":"ok (28 deals, at fallback capacity)"}],"reliableCounterparties":1,"missedOpportunities":"None measurable β€” agent was correctly idle post-pause (engine 2 suspended, engine 1 awaiting market close). No open intents, so no missed fills. The market depth question (why 530/533 expired despite oracle-mid pricing) is LP-Maker's absence (offline 621m), not agent's fault.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger (19:50 UTC market close) is correct for final contrarian rebalance β€” locks conviction at natural boundary.","Fallback at 23:00 UTC shows intent to recover even if primary misses.","30-second polling loop is patient, no sub-minute spam.","Label is clear: 'Market close signal or hard fallback'."],"lacking":["Relies on armWatcher SDK function which has known promise-drop bug β†’ watcher process crashes before fallback can execute.","No non-SDK backup: if armWatcher fails, entire script's scheduling dies. Hard fallback still depends on the buggy function.","No explicit check for 'did the previous wake actually fire?' β€” if it crashed partway through market-close prep, no alarm."],"suggestedChange":"Replace armWatcher call with direct setTimeout or external cron trigger (non-SDK) for market-close signal, keeping the 19:50 UTC / 23:00 UTC times. This decouples agent scheduling from the buggy SDK. Once core SDK fix lands, can revert to a"},"issues":[{"scope":"core","title":"armWatcher promise-drop bug cascading to wake scheduler","detail":"SDK's armWatcher function loses the scheduled fallback promise when the watcher process crashes mid-execution. Affects option-writer (665m offline), LP-Maker (621m offline), Index-Maker, Index-Taker (never deployed). Hard fallback timestamp (23:00 UTC June 9) has now passed; watcher did not re-fire.","fix":"Core SDK: fix the promise-drop in armWatcher (likely missing rejection handler or promise attachment in the fork/spawn path). Add explicit fallback-fire guarantee even if main watcher dies."},{"scope":"agent","title":"Wake-scheduler dependency on buggy SDK","detail":"Option-writer's wake script relies on armWatcher for both primary (19:50 UTC) and fallback (23:00 UTC) triggers. With the bug, both are lost. Agent is correctly reasoned but platform-blocked.","fix":"Immediate (workaround): replace armWatcher call with direct setTimeout or external cron for market-close signal. This is a one-line change in current.ts (swap SDK call for Node.js timer). Long-term: wait for core SDK fix."}],"assessment":"Option-writer has been offline 665m+ due to armWatcher promise-drop crashing the wake scheduler. Last action was contrarian market-open rotation (w23: 1 fill, 2 expires), but the watcher died before the scheduled market-close signal (19:50 UTC) could execute. Core SDK fix required to resume; agent's reasoning pre-crash was sound."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":32,"msgs":580,"total":28455297,"totalUsd":11.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":28455297,"w7Usd":11.61,"w7PctPool":1.2,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,2,2.03,0.94,1.01,1.49,0.34,0.46],"lastWake":{"ts":"2026-06-09T21:43:15.714Z","tokens":728979,"usd":0.16,"msgs":16}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":909,"wakes":15,"firstWakeMs":1780941832000,"lastWakeMs":1781054700000,"ageMin":261,"lastWhy":"No mispriced opportunities on book. sAAPL edge eroded to 1.5% per distribution convergence β€” expected mid-hold behavior.","repeatWakes":8,"avgGapMin":134,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781106570035,"watching":"sAAPL stop/forward/horizon, or new book opportunity","armed":true,"nextFallbackMin":603}},"verdict":{"summary":"Correctly monitoring-and-waiting with sAAPL position stable at 25% equity cap ($24.99, 5.17% justified edge). No new Polymarket misprices detected since w14 (352 min ago, Jun-09T23:47). Horizon expires Jun-10T16:00 UTC (~10.5h away). Watcher armed, fallback in 610 min. **Wake script gap: missing shade binary trigger** β€” mission says \"make small-shade when no","badge":"WAITING, WELL-POSITIONED","confidence":"medium","bottomLine":"Correctly waiting with justified sAAPL position (5.17% edge, 25% per-asset cap, $24.99 held). Horizon 10.5h away; watcher armed, no new misprices in 352 min. **Issue: wake script lacks shade binary trigger** β€” mission specifies \"make small-shade binary when nothing's mispriced\", but script only triggers on mispriced opportunities, not on the absence-of-opportunities case that should prompt a shade. Reliable counterparties thin (Mimic-Ljuba settled 1 BinaryBet, available; LP-Maker offline).","rootCause":{"class":"structural","evidence":"Market condition: thin Polymarket mispriced opportunities (w9–w14 confirm 'no mispriced bets on book'). Not agent fault. Counterparty-starved: LP-Maker offline (681m down per Step-1), leaving Mimic-Ljuba as only active counterparty. Agent correctly waiting for book refresh or horizon."},"reasoningRead":"Sound. Agent detected sAAPL edge (4.18% w7, 5.17% w8), sized appropriately within 25% per-asset cap, and now correctly monitoring-and-waiting without re-posting (no churn: 14 wakes, 2 deals). Reads on-mission. Not solving the wrong problem; correctly idle given thin book.","wakeTriggers":["Horizon approaching (5 min to Jun-10T16:00 UTC) βœ“","New takeable bet on book (readFileSync book.json, takeableCount>0) βœ“","New swap edge β‰₯3% (readFileSync book.json, bestSwap.edge) βœ“","MISSING: Shade binary trigger β€” mission says 'make small-shade when nothing's mispriced' but script doesn't fire when takeableCount=0 and bestSwap.edge<3% for X","MISSING (measured gap): Direct Polymarket rate polling β€” script relies on book.json refresh (30s cadence), but no explicit Polymarket rate subscription"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Recent counterparty (settled 1 BinaryBet), shares bet-taking logic, mission-aligned (value bets + take mispriced).","available":"ok"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled 1 swap with polymarket-ljuba (early); liquid-provision role complements bet-taking.","available":"offline (681m down, per Step-1)"},{"agent":"vulture-andrew","fit":"maybe","why":"Both hunt mispriced bets; Vulture-Andrew saturated at fallback (28 deals, capacity ceiling), may not engage new Polymarket comparisons.","available":"saturated"},{"agent":"momentum-nikita","fit":"no","why":"Mission: directional rotation (hunt mover each wake). No alignment with Polymarket valuation strategy.","available":"ok"},{"agent":"rebalancer-lior","fit":"no","why":"Mission: DCA target-mix via swaps. Passive rebalance β‰  active mispriced-bet hunting.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None visible on current data. Wakes w9–w14 explicitly confirm 'no mispriced opportunities on book' (352 min coverage). Potential unmeasured: Polymarket rate moves faster than book.json 30s poll cadence β€” impossible to assess without Polymarket WebSocket or faster feed.","wakeScript":{"wellReasonedForMission":true,"good":["Horizon check (5 min to Jun-10T16:00 UTC) β€” matches position expiry, appropriate trigger.","Book polling every 30s for takeableCount + bestSwap.edge β€” aligns with core mission (find mispriced bets).","Fallback 18h (Jun-10T18:00 UTC) β€” patient, consistent with value-investor cadence (not sub-minute churn)."],"lacking":["Shade binary trigger missing β€” mission explicitly says 'make small-shade binary when nothing's mispriced', but script only fires on (takeableCount>0 OR edgeβ‰₯3%)","No direct Polymarket rate polling β€” script relies entirely on book.json refresh. If Polymarket odds move faster or book.json stales, agent won't catch new edges"],"suggestedChange":"Add shade binary trigger: fire every 2h if (takeableCount=0 AND bestSwap.edge<3%) to prompt small-shade post (secondary mission). If Polymarket feeds available, add direct rate check in loop (e.g., fetch Polymarket sAAPL implied prob every "},"issues":[{"scope":"agent","title":"Wake script missing shade binary trigger (secondary mission)","detail":"Mission: 'make small-shade binary when nothing's mispriced'. Script fires on takeableCount>0 or edgeβ‰₯3%, but not on the inverse (no takeables, no edges for X min). Result: agent waits for 18h fallback even when the secondary move (post shade) is available.","fix":"Add fallback condition: after 2h with takeableCount=0 and bestSwap.edge<3%, fire 'post small-shade binary' wake. Keeps secondary mission active without churning."},{"scope":"agent","title":"No direct Polymarket rate monitoring; book.json polling may lag","detail":"Script reads book.json every 30s via readFileSync, assuming Polymarket rates are reflected there. If book.json update lag exceeds 30s or Polymarket odds move faster, agent misses edges. No explicit Polymarket rate subscription.","fix":"If Polymarket WebSocket/API available: add direct rate fetch in wake loop (5–10 min cadence) to catch rate moves faster than book.json. Fallback: increase book.json poll cadence to 15s if 30s lags are observed."},{"scope":"agent","title":"Counterparty starved: LP-Maker offline (681m), Vulture-Andrew saturated","detail":"Reliable counterparties reduced to Mimic-Ljuba (active). LP-Maker (stepped down 681m ago, per Step-1) was prior swap provider; Vulture-Andrew at fallback saturation (28 deals). Thin ecosystem limits deal flow.","fix":"Core: revive LP-Maker (armWatcher promise-drop bug per Step-1 blocker). Fleet: if Vulture-Andrew capacity persists, consider scaling its shard or deploying another bet-taker."}],"assessment":"Correctly waiting with justified sAAPL position (5.17% edge, 25% per-asset cap, $24.99 held). Horizon 10.5h away; watcher armed, no new misprices in 352 min. **Issue: wake script lacks shade binary trigger** β€” mission specifies \"make small-shade binary when nothing's mispriced\", but script only triggers on mispriced opportunities, not on the absence-of-opportunities case that should prompt a shade. Reliable counterparties thin (Mimic-Ljuba settled 1 BinaryBet, available; LP-Maker offline)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.68,"realizedPnl":-1.32,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":909,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":319,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":464}},"verdict":{"summary":"Rebalancer-Lior remains disciplined: intents #669/#670 posted 19:55 UTC with 60-min expiry have now expired unfilled (deadline 20:55 UTC 06-09). Still 8 settled deals, no new activity. Correctly idle overnight (armed watcher, nextFallback 471min = stocks market open 13:30 UTC). Cannot pivot to Vulture-Andrew β€” Step 1 confirms it's at saturation (28 deals, 0.","badge":"PATIENT, WELL-ARMED","confidence":"high","bottomLine":"Rebalancer-Lior functioning correctly. Intents #669/#670 failed due to LP-Maker unavailability (platform fault, Step 1: 681m outage). No pivot to Vulture-Andrew possibleβ€”it's at saturation. Agent correctly waiting for stocks market open 13:30 UTC. No agent-level action required; next wake on schedule.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus (primary counterparty for swaps) offline 681m per Step 1 (outage worsening). Intents #669/#670 posted 19:55 UTC, 60-min expiry (expired ~20:55 UTC 06-09). Vulture-Andrew available but at saturation (28 deals), per Step 1 cascading starvation note. Market closed at 20:00 UTC; few oth"},"reasoningRead":"Sound and disciplined. Agent correctly enforces market-hours constraint (stocks 13:30–20:00 UTC only), identifies sAAPL/sNVDA as priority gap (βˆ’40pp), and posts DCA slices at peak hours (19:55 UTC). After market close, correctly idles instead of churningβ€”no favorable off-hours opportunities. Took one opportunistic swap (intent #631, w18 17:39 UTC). Not re-deriving same move; solving the right prob","wakeTriggers":["Intents #669/#670 resolve (fill/expire) β€” checking every 30s until gone","Stocks market reopen 13:30 UTC β€” fallback wake for next DCA slice"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory, always-on swap counterparty for DCAβ€”primary until offline","available":"offline (Step 1: 681m outage, core armWa"},{"agent":"vulture-andrew","fit":"yes","why":"Sharp taker; can fill swaps. Fit for swap counterparty.","available":"saturated (28 deals, 0.39% from floor pe"},{"agent":"bear-yosher","fit":"maybe","why":"Taker/poster of BinaryBets; conviction is crypto-down + tech-up. sAAPL/sNVDA DCA less aligned.","available":"online (13 deals) but off-mission for eq"}],"reliableCounterparties":0,"missedOpportunities":"None visible in wake logs; agent accepted intent #631 when favorable. Off-book swaps unmeasurableβ€”watcher blind to counterparty liquidity outside posted intents.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on intent resolution (disappearance from belt)β€”actionable for a DCA agent waiting on swap fills","Fallback to stocks market openβ€”aligns with market-hours mission constraint","Fallback cadence max(1h, market_open)β€”patient, avoids sub-minute polling churn","Zero-LLM, deterministic (intent existence check via belt)"],"lacking":[],"suggestedChange":"No change. Watcher is well-reasoned for this mission. Sleeping through off-hours is a featureβ€”DCA patience + market-hours compliance are both correct."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline (681m, worsening); blocks Rebalancer-Lior intents","detail":"Step 1 identifies this as core armWatcher promise-drop bug affecting 4 agents. Intents #669/#670 expired unfilled; Vulture-Andrew at saturation. Rebalancer-Lior starved of counterparties during market hours.","fix":"Prioritize LP-Maker revival (debug armWatcher promise-drop per Step 1)"}],"assessment":"Rebalancer-Lior functioning correctly. Intents #669/#670 failed due to LP-Maker unavailability (platform fault, Step 1: 681m outage). No pivot to Vulture-Andrew possibleβ€”it's at saturation. Agent correctly waiting for stocks market open 13:30 UTC. No agent-level action required; next wake on schedule."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":5,"msgs":113,"total":5929475,"totalUsd":1.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5929475,"w7Usd":1.15,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T21:43:49.553Z","tokens":1891370,"usd":0.34,"msgs":32}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":909,"wakes":18,"firstWakeMs":1780948343000,"lastWakeMs":1781041308000,"ageMin":485,"lastWhy":"Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E","repeatWakes":13,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781099001066,"watching":"morning-handoff-09:30-ET","armed":true,"nextFallbackMin":477}},"verdict":{"summary":"DCA accumulation stalled: 2 swaps settled (1.15 USDC lifetime) across 18 wakes despite 0.50 USDC/wake target. Intent #686 (0.25 USDC sNVDA UP binary) unfilled 7h+, expires 14:08 UTC today. Protocol is sound (oracle-drift refresh at >0.5%), but LP-Maker offline (681m) blocks all counterparty flow β€” 13 of 18 wakes are oracle-refresh churn with no settlement. W","badge":"COUNTERPARTY STARVED, WATCHER ONE-SHOT","confidence":"high","bottomLine":"Stacker-Massimo is correctly executing its DCA protocol (oracle refresh, patient cadence), but LP-Maker's offline status (681m down) has cut off its only reliable counterparty. Only 2 swaps settled despite disciplined wake logic. Intent #686 nears expiry at 14:08 UTC today with zero fill. Critical: wake-script is hardcoded to fire once at 13:30 UTC today; no re-arm for subsequent daysβ€”agent goes dark if budget undeployed.","rootCause":{"class":"counterparty-starved","evidence":"Settled 2 swaps, both vs LP-Maker-Matheus (now 681m offline). Intent 686 open 7h+ unfilled. Vulture-Andrew saturated at fallback (28 deals, no capacity). Zero open intents currently. 13 of 18 wakes are oracle-refresh repeats (no deal progress)."},"reasoningRead":"Sound reasoning, wrong problem. Oracle-drift refresh logic is correct and competitive (tracking oracleΓ—0.99), BUT assumes an active sNVDA swap market. LP-Maker offline negates that assumptionβ€”no counterparty to compete against. Agent is crisply re-posting, but re-posting into a void.","wakeTriggers":["Time-based: market open 09:30 AM ET (13:30 UTC) β€” one-shot hardcoded to 2026-06-10","MISSING: Daily re-arm (after 13:30 UTC today, watcher has no trigger for tomorrow)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty; both settled swaps via LP-Maker. Audit-safe, deep inventory.","available":"DOWN (681m offline, 0 swaps last 7h)"},{"agent":"vulture-andrew","fit":"maybe","why":"Fallback taker; could absorb swap intent if not at capacity ceiling.","available":"SATURATED (28 deals, at fallback capacit"},{"agent":"swing-nikita","fit":"maybe","why":"Dislocations hunter; could fill sNVDA swap if stretched below moving avg.","available":"AWAKE (3 deals, low load) but dislocatio"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copy-trader; mirrors BinaryBets and reprices to oracle. Could take Intent 686 if not under-capacity.","available":"AWAKE (12 deals) but unclear if quoted f"}],"reliableCounterparties":0,"missedOpportunities":"Intent #686 (0.25 USDC sNVDA UP binary, posted 06-09T21:41, expires 14:08 UTC today) unfilled 7h+. Vulture-Andrew fits the profile (mispricing taker) but is at capacity. Mimic-Ljuba/Polymarket-Ljuba could have taken the binary but not woken to check since posting. Non-mispriced accumulation intents: unmeasurable β€” no takers in the book (book visibility limited).","wakeScript":{"wellReasonedForMission":false,"good":["Time-based watcher (no RPC polling) fits DCA patience β€” correct for a passive accumulator","Fallback of 16 hours ensures at least 1 wake/day if timing drifts","Zero LLM in watcher (deterministic, cheap)"],"lacking":["Hardcoded timestamp (2026-06-10T13:30:00Z) fires once, no re-arm for day N+1","One-shot structure leaves agent dark after 13:30 UTC today if budget undeployed","No logic to handle multi-day accumulation or budget exhaustion check"],"suggestedChange":"Replace hardcoded timestamp with a daily recurrence: fire at 13:30 UTC every day (or use cron-like re-arm inside the fireWake() callback). Ensures agent wakes tomorrow regardless of settlement progress today."},"issues":[{"scope":"agent","title":"Wake-script hardcoded to one-shot, leaves agent dark after today","detail":"MORNING_OPEN_MS hardcoded to 2026-06-10T13:30:00Z. After fire, no re-arm for 2026-06-11. If budget not deployed by 14:08 UTC today, agent stops waking.","fix":"Add daily re-arm: after fireWake(), reschedule for 13:30 UTC tomorrow (e.g., compute next-day timestamp, reset MORNING_OPEN_MS, or use a cron-style fallback)."},{"scope":"core","title":"LP-Maker offline, starving DCA accumulator and others","detail":"LP-Maker (681m offline, up from 620m last run). Stacker-Massimo's only reliable counterparty. 13 of 18 wakes are oracle-refresh churn with zero settlement in last 7h. Vulture-Andrew at fallback capacity cannot absorb swaps.","fix":"Revive LP-Maker or diversify Stacker's counterparty list (add hard-wired fallback: if LP-Maker offline >1h, post intents tagged for Vulture or Swing to route around main maker)."},{"scope":"agent","title":"Intent #686 nears expiry with zero fill; Vulture at capacity, no other taker awake","detail":"Binary bet (0.25 USDC sNVDA UP) posted 7h ago, expires 14:08 UTC today (~6h from now). Vulture-Andrew fits the profile (mispricing taker) but saturated (28 deals). Mimic-Ljuba/Polymarket-Ljuba not woken to check.","fix":"Escalate to fleet: if Intent 686 nears expiry and still unfilled, post a sharp-but-urgent rebalancing swap to Vulture (offer to settle one of its 28 deals early to make room) or cancel 686 and rotate sNVDA UP bet timing."}],"assessment":"Stacker-Massimo is correctly executing its DCA protocol (oracle refresh, patient cadence), but LP-Maker's offline status (681m down) has cut off its only reliable counterparty. Only 2 swaps settled despite disciplined wake logic. Intent #686 nears expiry at 14:08 UTC today with zero fill. Critical: wake-script is hardcoded to fire once at 13:30 UTC today; no re-arm for subsequent daysβ€”agent goes dark if budget undeployed."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":909,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":375,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":528}},"verdict":{"summary":"Swing-Nikita is armed and correctly waiting to fire the sNVDA +2.56% sell signal at US market open 13:30 UTC today (~7h away). The watcher is well-reasoned (patient, zero-LLM, sound fallback) and the agent's recent reasoning (w14-w15) correctly identified the blocker: zero sNVDA position + market closure. However, execution is CERTAIN TO FAIL when the signal","badge":"BLOCKED: NO POSITION","confidence":"high","bottomLine":"Swing-Nikita will wake at 13:30 UTC (~7h) with a valid sNVDA +2.56% sell signal but zero sNVDA to sell β€” execution fails on fire. Wake-script must guard with position pre-check, or agent must acquire sNVDA before market open.","rootCause":{"class":"off-mission","evidence":"Agent correctly identified sNVDA +2.56% dislocation (sound signal) but hasn't solved the pre-condition for execution (position ownership). Sound reasoning applied to the wrong problem: solving 'should I fire the signal' without solving 'can I execute it given current state'. Not a market issue (coun"},"reasoningRead":"Recent wakes (w8-w15) show disciplined, on-mission reasoning: sAAPL mean-reversion trades w8-w9 were sound and sized correctly (trimmed from 31.9% to 20% of book); sNVDA signal w14-w15 correctly identified as unfireable (markets closed + zero position). The agent applied sound logic β€” 'don't post unfillable rests' (w13), 'wait for new dislocations' (w14-w15) β€” but focused entirely on 'what to do n","wakeTriggers":["US market open 13:30 UTC June 10 (time-based, correct for patient swing strategy)","15h fallback (reasonable cadence, zero-LLM deterministic)","MISSING: position pre-check β€” script fires at market-open without verifying `agent.position.sNVDA > 0`","MISSING: pre-acquisition trigger β€” agent should wake 1-2h before market open to acquire sNVDA if position is still zero"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Executed all 3 of Swing's settled deals; available and reliable for swaps. Could OTC pre-open to acquire sNVDA if asked.","available":"yes (64 deals, stuck health but still tr"}],"reliableCounterparties":1,"missedOpportunities":"No missed trades in recent wakes (agent correctly held for no-signal); however, a missed *proactive* opportunity exists: between w15 (23:31 June 9) and market open (13:30 June 10), agent could have scheduled a pre-open wake or OTC request to LP-Maker to acquire sNVDA position, but playbook doesn't include this pre-positioning step. Current execution blocker (zero position at signal-fire time) is p","wakeScript":{"wellReasonedForMission":false,"good":["Time-based trigger (waits for actual US market open 13:30 UTC June 10, not a poll) β€” correct for a patient swing-fade agent","Zero-LLM, deterministic (just hardcoded timestamp check) β€” fast and reliable","Reasonable fallback cadence (15h) β€” gives signal room to fire but doesn't go silent forever"],"lacking":["Missing position pre-check β€” fires at market open without verifying `agentPosition.sNVDA > 0`","No early-wake reserve β€” script has no mechanism to wake 30min before market open to check and acquire position if needed","Script fires unconditionally at timestamp; doesn't verify executability of the identified signal"],"suggestedChange":"Add position guard to wake condition: `if (Date.now() >= MARKET_OPEN_MS && agentPosition.sNVDA > 0) { fireWake('US market open β€” sNVDA +2.56% sell signal') }` OR add an earlier secondary wake (~13:00 UTC, 30 min before market open) to check"},"issues":[{"scope":"agent","title":"Wake-script fires market-open signal without position pre-check","detail":"Script triggers at 13:30 UTC (in ~7 hours) to fire sNVDA +2.56% sell signal, but agent holds zero sNVDA (deal detail: zero position, metrics confirm tokens_5h_usd=0). Wake-script has no guard: `if (position > 0 && time >= MARKET_OPEN_MS)`. When script fires, agent will wake correctly, but execution ","fix":"Wrap the fireWake call with a position check: `if (agentPosition.sNVDA > 0 && Date.now() >= MARKET_OPEN_MS) { fireWake(...) }`. Alternatively, add a second earlier wake (~13:00 UTC) to acquire position if missing before the 13:30 signal fires."},{"scope":"agent","title":"Playbook lacks pre-positioning step for anticipated future signals","detail":"Agent correctly identified sNVDA +2.56% dislocation as a market-open signal during w14-w15 (markets closed, reasonably held for inaction). However, between identifying the signal and market open, playbook has no step to reserve or acquire the pre-position. Current zero holdings will cause execution ","fix":"Extend playbook with a 'pre-positioning' rule: when a future (market-open or known time-based) signal is identified, check if position is available; if not, schedule an acquisition wake before the signal fires (e.g., 1-2h before market open). For sNVDA specifically: add standing rule 'at 13:00 UTC, "}],"assessment":"Swing-Nikita will wake at 13:30 UTC (~7h) with a valid sNVDA +2.56% sell signal but zero sNVDA to sell β€” execution fails on fire. Wake-script must guard with position pre-check, or agent must acquire sNVDA before market open."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":51,"msgs":993,"total":54917926,"totalUsd":21.07,"w5":16810072,"w5Usd":5.07,"w5PctPool":6.7,"w7":54917926,"w7Usd":21.07,"w7PctPool":2.3,"w5Son":4379369,"w7Son":21299358,"hourly":[0,2.72,0.42,0.9,1.03,0.4,1.16,0,0.51,0.59,0.44,0.11,0,0.27,0.77,0.69,0,0.93,1.49,3.71,3.75,0.69,0.48,0],"lastWake":{"ts":"2026-06-10T04:42:02.403Z","tokens":770039,"usd":0.19,"msgs":15}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.65,"realizedPnl":-2.35,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":909,"wakes":39,"firstWakeMs":1780945920000,"lastWakeMs":1781065386000,"ageMin":83,"lastWhy":"portfolio floor crisis takes priority over small binary edge; custom deal auditing/accept machinery is slow; pragmatic s","repeatWakes":16,"avgGapMin":52,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781070541972,"watching":"5 intents, none takeable; soonestExpiry=1781072592; next poll 240s","armed":true,"nextFallbackMin":3}},"verdict":{"summary":"Vulture correctly holds rebalance as portfolio-critical priority (sAAPL 0.39% from floor). Intents 0x2e3/0x2e4 unfilled 60m+ at oracle+0.5% concession because primary counterparty LP-Maker-Matheus offline (core armWatcher promise-drop bug, per Step 1). Watcher ARMED (nextFallbackMin=10, pidAlive=true), well-reasoned, and firing fallbacks (~10m cadence) to re","badge":"FLOOR CRISIS, LP-STARVED","confidence":"high","bottomLine":"Vulture's rebalance intents (0x2e3/0x2e4, 60m unfilled) are mandatory portfolio floor restoration (sAAPL 0.39% breach), not edge hunting. They fail to fill because LP-Maker-Matheus (16/28 of its settled deals) is offline due to the core armWatcher bug β€” a market/counterparty issue, not a reasoning error. Vulture's fallback re-posting (w36β†’w37, oracle+0% β†’ oracle+0.5%) is appropriate; no agent-level fix will unblock these fills until LP-Maker revives.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline (core bug per Step 1, 681m+). Vulture's 28 settled deals: 16 vs LP-Maker, 4 vs 0xBd6a…9863 (unknown), 1 vs Arb-Hunter-Tom. Rebalance intents 0x2e3/0x2e4 posted at oracle+0.5% concession (fair-value, not edge-priced) but no fills with LP-Maker down. Structural: fair-value reb"},"reasoningRead":"Sound. Vulture correctly subordinates edge-hunting to mandatory floor restoration (sAAPL 0.39% breach is 'fatal' per w33 log). Re-posting rebalance intents w36β†’w37 with minor concession increase (oracle+0% β†’ oracle+0.5%) is disciplined iteration, not churn. Decision to defer binary 714 (w34–w35) due to execution friction is justified: portfolio hygiene is non-negotiable. No evidence of solving the","wakeTriggers":["Takeable edges in book (GLOBAL rule, immediate)","Fallback timeout (~2h hard, ~10m remaining per nextFallbackMin=10)","Pre-expiry cadence tightening (300s before soonest intent expiry)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"16/28 settled deals; primary fair-value liquidity source","available":"offline (core armWatcher bug, 681m+) β€” *"},{"agent":"0xBd6a…9863","fit":"maybe","why":"4 settled deals, active but mission unknown","available":"present; unclear if has rebalance-making"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb (taker), unlikely to be fair-value maker","available":"ok (per roster) but misaligned"},{"agent":"option-writer-matheus","fit":"no","why":"Contrarian portfolio (opposite direction to rebalance need)","available":"stuck (core bug)"}],"reliableCounterparties":0,"missedOpportunities":"None on edge side (correct deprioritization). On rebalance fills: Vulture re-posted twice (w36 at oracle+0%, w37 at oracle+0.5%) with no fills β€” could larger concession (oracle+1–2%) attract 0xBd6a…9863 or other latent liquidity? Unmeasurable: watcher has no visibility into counterparty inventory or book depth. If LP-Maker's absence is the hard blocker, concession won't help.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-token adaptive polling (BASE_SEC=300s, MIN=60s, MAX=1800s) scales to book activity β€” fits edge-hunting perfectly","GLOBAL rule: any takeable edge fires immediately (mission-critical for latency)","Pre-expiry tightening (300s before soonest expiry) ensures near-decided bets re-judged in time","Fallback (2h hard, ~10m remaining) forces periodic re-orientation","Detached (nohup) launch keeps watcher alive independent of wake"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for edge-hunting. Rebalance is handled by wake-cycle re-posts (w36, w37), not watcher β€” correctly separated concerns."},"issues":[{"scope":"core","title":"LP-Maker offline cascades counterparty starvation to Vulture (and Option-Writer, Index-Maker/Taker)","detail":"LP-Maker-Matheus 681m+ offline due to armWatcher promise-drop bug (Step 1). Vulture's rebalance intents 0x2e3/0x2e4 unfilled 60m+ at fair-value (oracle+0.5% concession) β€” primary counterparty unavailable. Margin holding ($97.55, -$2.28 realized) but floor restoration blocked.","fix":"Repair core armWatcher promise-drop bug (Step 1 owner) β€” restores LP-Maker, unblocks rebalance fills for Vulture and 3+ other agents."}],"assessment":"Vulture's rebalance intents (0x2e3/0x2e4, 60m unfilled) are mandatory portfolio floor restoration (sAAPL 0.39% breach), not edge hunting. They fail to fill because LP-Maker-Matheus (16/28 of its settled deals) is offline due to the core armWatcher bug β€” a market/counterparty issue, not a reasoning error. Vulture's fallback re-posting (w36β†’w37, oracle+0% β†’ oracle+0.5%) is appropriate; no agent-level fix will unblock these fills until LP-Maker revives."}}],"unattributed":{"sessions":762,"tokens":110941191,"usd":59.7,"w5":28707138,"w5Usd":14.66,"hourly":[3.07,2.16,4.49,2.66,2.28,1.45,3.22,1.84,0.14,0.56,0.71,0.24,0,0.93,0.36,0.25,0,3.64,0.46,0,1.22,2.76,0.47,0.67]},"boardOverhead":{"sessions":1196,"tokens":26934495,"usd":56.49,"w5":2966889,"w5Usd":3.9,"hourly":[0.77,0.77,0.71,0.82,0.84,0.72,0.81,0.86,0.74,0.64,0.86,0.66,0.73,0.6,0.8,0.63,0,1.14,1.16,1.22,0.98,1.06,0.9,1.4]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":521869075,"grandUsd":304.84,"grandSessions":2274,"attributedTokens":383993389,"unattributedTokens":110941191,"boardTokens":26934495,"reassembledTokens":521869075,"tokensBalance":true,"attributionPct":77.6,"multiMatchSessions":76,"sessionsScanned":2086,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":23683,"dedupedMsgs":9903,"rawTokens":1197736209,"dedupedTokens":521869075,"dupRatio":2.295}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T05:44:51.602Z","swarm":{"headline":"CORE OUTAGE CASCADING, VULTURE AT CEILING","funnel":{"posted":751,"settled":84,"conversionPct":11.2,"byTemplate":{"Swap":{"posted":705,"settled":74},"BinaryBet":{"posted":40,"settled":10},"IndexBasket":{"posted":0,"settled":0},"OptionSwap":{"posted":0,"settled":0}}},"liquidityMap":[{"market":"Swap (Primary)","flow":"LP-Maker-Matheus ⇄ (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom, Stacker-Massimo, Swing-Nikita)","status":"HUB OFFLINE 681m (core armWatcher promise-drop); Vulture-Andrew absorbing 28 set"},{"market":"Swap (Secondary)","flow":"Vulture-Andrew ⇄ (Rebalancer-Lior, Momentum-Nikita, Stacker-Massimo, Arb-Hunter-Tom, Polymarket-Ljuba)","status":"SATURATED: 28 deals accumulated; 3+ agents queued with zero alternatives (LP-Mak"},{"market":"BinaryBet","flow":"Mimic-Ljuba ⇄ (Bear-Yosher, Polymarket-Ljuba)","status":"Active 10 settled deals; Bear-Yosher watcher race condition (myOpenIntents bug) "},{"market":"Options","flow":"Option-Taker-Matheus ⇄ Option-Writer-Matheus","status":"OFFLINE 665m (core armWatcher bug same root as LP-Maker); Option-Writer last wak"},{"market":"IndexBasket","flow":"Index-Taker ⇄ Index-Maker","status":"UNDEPLOYED: Index-Maker wake_script_source=null, watcher.armed=false, pidAlive=f"},{"market":"Tactical/Directional","flow":"Swing-Nikita seeking sNVDA seller","status":"BLOCKED PRECONDITION: sNVDA +2.56% sell signal fires 13:30 UTC TODAY (~6h); agen"}],"causalLinks":[{"cause":"Core armWatcher promise-drop bug (SDK-level)","effect":"LP-Maker-Matheus crashed w44 06-09T17:19 (681m ago), watcher.armed=false AND pidAlive=false, no fallback scheduled","evidence":"LP-Maker w44 log shows 'Watcher armed.' but current state has nextFallbackMin=null, pidAlive=false; identical signature to Option-Writer-Matheus (665m offline, same bug)"},{"cause":"LP-Maker-Matheus offline 681m (was 64 settled pre-outage deals = fleet hub)","effect":"Vulture-Andrew absorbs all Swap counterparty flow, reaches saturation: 28 deals, $5.07/5h burn, sAAPL position 0.39% fro","evidence":"Vulture recent deals: 16 vs LP-Maker-Matheus, 4 vs unknown 0xBd6a…9863, 1 vs Arb-Hunter-Tom; now primary maker; badge 'FLOOR CRISIS'"},{"cause":"Vulture-Andrew saturation (28 deals, fallback nextFallbackMin=5, pidAlive=true = resting between wakes, NOT offline)","effect":"6 agents starved downstream: Momentum-Nikita (0 fills, intent #741 expired), Stacker-Massimo (2 fills / 18 wakes = 11% c","evidence":"Intent #741 posted w9, expired w10 zero fills; Rebalancer #669/#670 posted 19:55 UTC, expired ~20:55 UTC; Stacker 13/18 wakes are oracle-refresh churn (no deal progress); Arb-Hunter w95 shows #734 0.0"},{"cause":"Core armWatcher promise-drop (same root as LP-Maker crash)","effect":"Option-Writer-Matheus offline 665m; last wake w26 15:49 UTC attempted scheduling for 19:50 UTC + 23:00 UTC fallback, bot","evidence":"Option-Writer w26 attempted armWatcher schedule; current watcher.armed=false, pidAlive=false, nextFallbackMin=null; timestamps 19:50 UTC and 23:00 UTC on 06-09 now past (current ~04:00 UTC 06-10)"},{"cause":"Option-Writer-Matheus offline 665m = zero Option supply","effect":"Option-Taker-Matheus correctly idle but waiting indefinitely; 8 consecutive wakes (w7–w14, ending 481m ago) found zero a","evidence":"Option-Taker rootCause 'counterparty-starved'; summary: 'zero audited Options on book'; last supply event 481m ago"},{"cause":"Index-Maker bootstrap failure (wake_script_source=null never deployed)","effect":"Index-Taker blocked (sole counterparty undeployed); zero IndexBasket intents on-chain; mutual blocker","evidence":"Index-Maker: wake_script_source=null, watcher.armed=false, pidAlive=false, 0 wakes ever; differs from armWatcher signature (would show armed=true, pidAlive=false if that were the blocker); this is ini"}],"insights":[{"severity":"critical","title":"Core armWatcher promise-drop cascading 4-agent outage + 6-agent downstream starvation","detail":"LP-Maker-Matheus (681m offline, 64 pre-outage settled deals, fleet hub) and Option-Writer-Matheus (665m offline) crashed due to core SDK armWatcher promise-drop bug. Index-Maker never deployed (bootstrap failure, separate from armWatcher). Immediate downstream: Momentum-Nikita 0 fills (1 intent expired), Stacker-Massimo 2 fills / 18 wakes (churn 13 oracle-refreshes), Rebalancer-Lior intents expired 60m unfilled, Arb-Hunter-Tom 2 fills /","evidence":"LP-Maker & Option-Writer: watcher.armed=false, pidAlive=false, nextFallbackMin=null; Index-Maker: wake_script_source=null, armed=false, pidAlive=false, 0 wakes; 6 agents with reliableCounterparties=0 or rootCause 'counterparty-starved'; Mom","scope":"core","fix":"Restore armWatcher promise-drop fix to SDK immediately; re-deploy LP-Maker and Option-Writer watchers. This unblocks 4 agents (LP-Maker, Option-Writer, Option-Taker, Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior, Arb-Hunter-Tom, Polymarket-Ljuba) in parallel. ETA 1–2h for fix"},{"severity":"critical","title":"Swing-Nikita execution WILL FAIL at 13:30 UTC TODAY (~6h away)","detail":"Swing-Nikita correctly identified sNVDA +2.56% market-open sell dislocation and armed the watcher with fallback nextFallbackMin=530 (8h away, fires after signal). The problem: agent holds zero sNVDA position. Signal will fire during US market open (13:30 UTC 06-10) but trade cannot execute without position. Agent solved 'should I fire the signal' but not 'do I have the position to execute'. This is NOT a market or reasoning fault β€” it's","evidence":"Swing-Nikita summary: 'zero sNVDA position + market closure' blocker identified; rootCause class 'off-mission'; 'Sound reasoning applied to the wrong problem: solving \"should I fire the signal\" without solving \"can I execute it given curren","scope":"fleet","fix":"Swing-Nikita CLAUDE.md: (1) add pre-execution position check (if sNVDA_held < signal_size, error/skip), (2) pre-position sNVDA TODAY before market close (before ~20:00 UTC 06-10) OR reduce signal size to match current holdings. Otherwise signal fires with zero position β†’ guarante"},{"severity":"critical","title":"Vulture-Andrew saturation (28 deals, $5.07/5h burn, sAAPL 0.39% from floor) cascading starvation to 3+ agents","detail":"Vulture-Andrew now fleet's primary Swap maker after LP-Maker offline 681m. Current load: 28 settled deals, $5.07/5h burn rate, sAAPL position 0.39% from equity floor (risk trigger). Watcher ARMED (nextFallbackMin=5 = resting, pidAlive=true = alive, NOT dead) but at fallback saturation. Rebalancer-Lior intents #669/#670 unfilled 60m+; Momentum-Nikita intent #741 expired zero fills; Stacker-Massimo 2 fills in 18 wakes (churn); Arb-Hunter-","evidence":"Vulture badge 'FLOOR CRISIS'; 28 settled deals vs LP-Maker's pre-outage 64; Vulture's deal breakdown: 16 vs LP-Maker, 4 vs 0xBd6a…9863, 1 vs Arb-Hunter-Tom; burn $5.07/5h; sAAPL 0.39% from floor per Step 1; Rebalancer #669/#670 posted 19:55","scope":"fleet","fix":"Priority 1: Fix core armWatcher bug (LP-Maker), ETA 1–2h. Monitor Vulture saturation post-recovery; expected drop as LP-Maker re-absorbs Swap hub load. If saturation persists post-recovery, deploy secondary maker (Index-Maker once deployed + tuned) or increase Vulture burn capaci"},{"severity":"warn","title":"Bear-Yosher watcher race condition (myOpenIntents bug) creating 2–3 duplicate posts per 5h","detail":"Simultaneous Intent-fill triggers in w25b & w26, and w29b & w30, due to myOpenIntents bug. Results: 4 BTC-BELOW bets (deals 80, 81, 82, 83) posted in 5-hour window against single counterparty Mimic-Ljuba. Wake logs document: 'wakes 25b and 26 both independently posted' (w27), 'Wake 29b and wake 30 both ran simultaneously' (w30). Unnecessary churn, rebalance inefficiency.","evidence":"w26 posts deal 80 (BTC-BELOW), w27 posts deal 81 (BTC-BELOW), w29 posts deal 82 (BTC-BELOW), w29b posts deal 83 (BTC-BELOW); badge 'RACE CONDITION + CORE SNAPSHOT BUG'; Mimic-Ljuba summary notes 'simultaneous Intent-fill triggers'","scope":"fleet","fix":"Bear-Yosher wake script: (1) Serialize Intent-fill triggers with guard against simultaneous fires on same event, (2) Check myOpenIntents.BTC_BELOW count before repost. Single highest-value change: add `if (count(myOpenIntents.BTC_BELOW) > 1) { skip } else { post }` guard in trigg"},{"severity":"warn","title":"Option-Taker-Matheus waiting indefinitely (zero Option supply, counterparty offline)","detail":"Option-Writer-Matheus offline 665m (core armWatcher bug). Option-Taker correctly idle, watcher armed, fallback firing every 2h as designed. Last 8 consecutive wakes (w7–w14, ending 481m ago) scanned book and found zero audited Option intents. This is supply-side starvation (counterparty offline), not agent reasoning fault. Will execute immediately once core SDK fix restores Option-Writer.","evidence":"Option-Taker rootCause class 'counterparty-starved'; 8 consecutive wakes (w7–w14) found zero audited Options; Option-Writer-Matheus: watcher.armed=false, pidAlive=false, offline 665m, last wake w26 15:49 UTC; reliableCounterparties=0","scope":"fleet","fix":"Once core SDK fix restores Option-Writer watchers (ETA 1–2h), bootstrap Option-Writer with at least 2 audited Option intents immediately. Option-Taker will then fill within next 2h fallback cycle."},{"severity":"warn","title":"Arb-Hunter-Tom fill rate 2% (2 settled / 100 wakes) β€” market-side, not agent reasoning","detail":"Agent awakens every 7.8 seconds (100 wakes in 13 min) with disciplined margin/expiry checks; zero logic loops. Fill rate 2% because book intents have margins below 0.5% take threshold. w95 shows intent #734 at 0.019% margin (needs $296 of BTC depth to cross 0.5% threshold). Root cause: LP-Maker offline 681m removes deep quote source; thin book margins compressed. NOT agent reasoning fault.","evidence":"Arb-Hunter 100 wakes, 2 settled deals = 2% fill; w95 #734 margin 0.019% vs 0.5% take bar; rootCause 'counterparty-starved': 'LP-Maker (primary deep quote source) offline 681m'; reliableCounterparties=1 (Vulture-Andrew, but saturated)","scope":"fleet","fix":"Restore LP-Maker (core SDK fix, 1–2h ETA) to restore deep quote depth and book liquidity. Post-recovery, Arb-Hunter-Tom can lower margin threshold from 0.5% to 0.25% to increase fill rate once book depth returns."}],"fleetMoves":[{"scope":"core","action":"FIX IMMEDIATELY (ETA 1–2h): Restore armWatcher promise-drop fix to SDK; re-deploy LP-Maker-Matheus and Option-Writer-Matheus watchers. Unblocks 4 agents directly (LP-Maker, Option-Writer, Option-Taker awaiting supply, Momentum-Nikita + Stacker-Massimo + Rebalancer-Lior + Arb-Hunt"},{"scope":"fleet","action":"URGENT (<6h, before market open 13:30 UTC): Swing-Nikita β€” add pre-execution position check before signal fires. If sNVDA_held < signal_size, error or skip trade. ALTERNATIVELY: pre-position sNVDA TODAY before market close (~20:00 UTC 06-10). Signal fires ~6h away with zero posit"},{"scope":"fleet","action":"POST-CORE-FIX: Bear-Yosher β€” add myOpenIntents.BTC_BELOW count guard in wake script: `if (count(myOpenIntents.BTC_BELOW) > 1) { skip post }`. Prevents w29b/w30 simultaneous-fire race condition (currently 4 posts in 5h, deals 80–83)."},{"scope":"fleet","action":"POST-CORE-FIX: Arb-Hunter-Tom β€” lower margin take threshold from 0.5% to 0.25% once LP-Maker restores deep quote depth (post SDK fix). Current 2% fill rate is market-side (thin book), not reasoning β€” gap disappears with deep quotes."},{"scope":"fleet","action":"POST-CORE-FIX: Monitor Vulture-Andrew saturation post-LP-Maker-recovery. Expected: 28-deal load drops as LP-Maker re-absorbs Swap hub. If saturation persists, deploy secondary maker (Index-Maker once deployed + tuned) or increase Vulture burn capacity. Monitor sAAPL position (cur"}],"at":"2026-06-10T05:47:11.235Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"LP-MAKER CASCADING, VULTURE AT CEILING","healthDelta":"LP-Maker outage worsening (681m vs 620m last run); core armWatcher promise-drop bug blocking 4 agents; Vulture-Andrew at fallback capacity (28 deals, sAAPL 0.39% from floor).","focusAreas":["Core armWatcher promise-drop bug cascading: LP-Maker (681m offline), Option-Writer (665m offline), Index-Maker/Taker (never deployed) β€” 4 agents blocked","Vulture-Andrew fallback saturation: 28 deals, $5.07/5h burn, sAAPL 0.39% from floor β€” capacity ceiling cascading counterparty starvation to Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior","Thin market liquidity: 5 open intents, 11.2% settlement conversion (84/749), LP-dependent; 3+ agents queued on LP revival","Swing-Nikita imminent execution failure: market-open sell signal fires 13:30 UTC TODAY (now +~6h) but zero sNVDA position held β€” trade will fail"],"perAgentFocus":{"arb-hunter-tom":"Recently armed (12m last_wake, 19m fallback) β€” is it actively hunting latency arbs or resting? Reasoning quality and fill rate on recent wakes?","bear-yosher":"Is open intent (4 USDC β†’ 2.666 USDC, 27m left) Bear's own posting? Confirm Mimic-Ljuba still primary (8/9 recent deals) or mission shifted?","index-maker":"Core armWatcher promise-drop confirmed sole blocker for deployment, or separate initialization issue preventing first wake?","index-taker":"Same as Index-Maker β€” core bug sole blocker or distinct deploy issue? No on-chain IndexBasket intents exist to take.","lp-maker-matheus":"Confirm armWatcher promise-drop root cause of 681m outage (worsening from 620m); estimate core fix ETA; fleet load post-revival?","mimic-ljuba":"Intent #734 (BTC <$61.5k, unfilled) β€” why is Bear-Yosher (primary, 10/12 settled deals) not taking? Rate, expiry window, or priority shift?","momentum-nikita":"Intent #741 ($51.25 USDCβ†’25 SSV, 435m left) posted 48m ago β€” fill likelihood given LP offline + Vulture at capacity? Expiry/counterparty risk?","option-taker-matheus":"Option-Writer-Matheus sole viable counterparty? Monitor revival ETA; any other Option writers in mission scope?","option-writer-matheus":"Confirm armWatcher promise-drop 665m root cause; core fix ETA? 13 deals pre-outage, ready to resume immediately on revival.","polymarket-ljuba":"New Polymarket rates or book flow since 351m-ago wake? sAAPL position stable at 25% equity cap ($24.99)?","rebalancer-lior":"Intents #669/#670 expired due to LP offline β€” can pivot to Vulture-Andrew, or LP-only mission design constraint?","stacker-massimo":"Intent #686 (sNVDA UP 0.25 USDC) unfilled 7h+ β€” can pivot to Vulture or alternative takers, or LP-only DCA requirement? Expiry risk?","swing-nikita":"CRITICAL: Market-open sell signal fires 13:30 UTC TODAY (~6h) but zero sNVDA position held β€” acquire before open or disable signal (trade will fail without position)?","vulture-andrew":"Managing 28 deals + sAAPL floor breach (0.39% away) β€” margin capacity remaining before hit ceiling? Rebalance intents 0x2e3/0x2e4 unfilled 60m+, why no self-takers?"},"ctas":[{"scope":"core","text":"Fix armWatcher promise-drop bug: LP-Maker (681m offline), Option-Writer (665m offline), Index-Maker/Taker (never deployed) β€” 4 agents blocked, cascading."},{"scope":"core","text":"Restore LP-Maker-Matheus (primary liquidity hub, 681m down, worsening); post-revival, monitor Vulture-Andrew fallback capacity saturation."},{"scope":"fleet","text":"Vulture-Andrew ceiling risk: 28 deals, $5.07/5h burn, sAAPL at floor β€” fallback maker saturation cascading counterparty starvation to queued agents."},{"scope":"agent","text":"Swing-Nikita: Acquire sNVDA position before 13:30 UTC TODAY market open, or disable sell signal immediately β€” trade will fail without position."},{"scope":"fleet","text":"Post-LP-revival queue rebalancing: Momentum-Nikita (intent #741 unfilled), Stacker-Massimo (intent #686 unfilled 7h+), Rebalancer-Lior (intents #669/#670 expired) waiting on LP revival."}],"at":"2026-06-10T05:40:20.724Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T06:47:18.582Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":35.98,"used7d":null,"used7dUsd":313,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":29.9,"estPct7d":22.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":85,"estPct7d":54.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":49.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":38.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":39343093,"w7":344600165,"tot":344600165},"haiku":{"w5":35449149,"w7":198538345,"tot":198538345}},"fleet":{"agentsUp":12,"lifetimeTokens":543158321,"lifetimeUsd":313,"sessions":2322,"deals":84,"openIntents":5,"totalIntents":756},"oracle":{"USDC":1,"ETH":1629.96,"BTC":61387.38,"SSV":2.02,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T06:45:24.578Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":8,"msgs":143,"total":6558763,"totalUsd":3.09,"w5":1467559,"w5Usd":0.93,"w5PctPool":0.6,"w7":6558763,"w7Usd":3.09,"w7PctPool":0.3,"w5Son":1467559,"w7Son":4444548,"hourly":[0.52,0,0.41,0,0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:56:03.412Z","tokens":776515,"usd":0.52,"msgs":17}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.81,"realizedPnl":-0.19,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":970,"wakes":104,"firstWakeMs":1780927992000,"lastWakeMs":1781072280000,"ageMin":29,"lastWhy":"No binary bet has CEX taker side in-money. No swap edge with fundable matching intent. SSV +10bps is at the 10bps floor ","repeatWakes":96,"avgGapMin":24,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781075691798,"watching":"new intent >#756 or bet #756 in 30-min window + CEX BTC β‰₯$63,817.50, or 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Agent is ARMED and actively hunting (103 wakes, fallback 30 min, pidAlive=true). Reasoning remains sound: w97–w104 show disciplined margin/expiry/in-money checks, no loops. Zero fills in last 8 wakes (2 settled / 103 = 1.9% fill rate) because LP-Maker-Matheus offline (primary counterparty), binaries thin (no near-decided bets posted), and CEX-oracle lag mini","badge":"WAITING, COUNTERPARTY-STARVED","confidence":"high","bottomLine":"Tom executes correctly but has nowhere to hunt. LP-Maker-Matheus offline blocks swap access (primary fallback gone); binaries thin with no near-decided arbs visible in last 8 wakes; only reliable counterparty (Vulture-Andrew) is maxed at 28 deals. Fill rate 1.9% is sustainable only if LP returns online and binary volume increases.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 681m (primary swap source), Vulture-Andrew at hard ceiling (28 deals, 0 open intents), binary book thin (w97–w104 all report 'no bet near-decided' or 'no CEX taker side in-money'). Swap #745 unfundable (Tom has 2 SSV, needs 25 mSSV)."},"reasoningRead":"Sound and on-mission. Recent wakes show clean logic: w97–w104 consistently check for in-money binaries (CEX vs strike, 30–1800 sec expiry), fundable swaps (β‰₯10bps edge, portfolio-backed), no loops or re-derivation. Agent correctly filters unprofitable trades. NOT solving the wrong problem β€” it's waiting for conditions that currently don't exist.","wakeTriggers":["New intent > #756 (fires when new swap posted)","Binary bet in 30–1800 sec to expiry, CEX in-money for taker, β‰₯0.5% margin","30-min fallback","MISSING: pre-filter new intents to Swap template only (currently fires on all intents, including binaries posted by other agents β€” irrelevant to Tom's on-read b"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep swap liquidity; primary fallback source (snipe stale swaps)","available":"OFFLINE 681m (core armWatcher promise-dr"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced swaps/bets; 2 settled deals with Tom already","available":"MAXED OUT (28 deals, 0 open intents, at "}],"reliableCounterparties":0,"missedOpportunities":"None observable. Book is thin; no near-decided binaries posted, no fundable swap edges β‰₯10bps. Swap #745 unfundable due to portfolio constraint (Tom holds 2 SSV, needs 25 mSSV minimum). The market has no valid taker side for Tom right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new swaps > HIGH_WATER (intent sequence check guards against old intents)","Binary bet logic correct: taker in-money check (isAbove logic flipped), expiry window 30–1800 sec, live CEX fetch (BTC/ETH/SSV), margin threshold 0.5%","Fallback 30 min is patient; no sub-minute polling","Feed-mismatch guard: fetches CEX directly, compares to strike; oracle lag detection via this gap"],"lacking":["New intent trigger fires on all intents, not just Swaps β€” e.g., binaries posted by other agents fire the watcher unnecessarily. Tom hunts near-decided binaries ","No pre-check for counterparty state (e.g., is LP online?, is Vulture maxed?). Wake-handler must validate, but watcher could avoid firing if no taker exists. How"],"suggestedChange":"Add `templateHash === SWAP_HASH` filter to the new-intent trigger. Binaries posted by other agents are irrelevant; Tom's only new-intent action is sniping fresh swaps. This removes false-wake spam and keeps the watcher pure."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline; armWatcher promise-drop bug blocks swap access","detail":"LP-Maker-Matheus (primary counterparty for swaps) down 681m. Step 1 identifies core armWatcher promise-drop bug as root cause. Tom's fallback (snipe stale resting swaps from LP) is blocked. No swap edges available since LP offline.","fix":"Fix armWatcher promise-drop in SDK so LP re-arms and resumes posting swaps. This is the highest-leverage fix for Tom's fill rate."},{"scope":"agent","title":"Binary book thin; oracle lag minimal or unobservable","detail":"Tom's primary mission (take near-decided binaries where CEX has moved but oracle hasn't) is starved. w97–w104 all report 'no binary bet has CEX taker side in-money', suggesting either oracle is synced to CEX tightly or binaries are not being posted. 0 fills in 8 consecutive wakes.","fix":"Audit whether oracle lag exists and is observable at >0.5% margins. If oracle is fully synced, Tom's arb window is closed and the mission may no longer be viable. If binaries exist but are thin, encourage other agents to post more."},{"scope":"agent","title":"Watcher fires on non-swap new intents; false wake spam","detail":"New-intent trigger fires on ANY intent > HIGH_WATER, including binaries. Tom hunts near-decided binaries on-read (via the 30-min fallback), not via watcher. Binaries posted by other agents are irrelevant and waste wakes.","fix":"Filter new-intent trigger to only fire on Swap template (templateHash === SWAP_HASH). Keep the fallback for on-read binary checks. Reduces false wakes and keeps watcher focused on relevant events."}],"assessment":"Tom executes correctly but has nowhere to hunt. LP-Maker-Matheus offline blocks swap access (primary fallback gone); binaries thin with no near-decided arbs visible in last 8 wakes; only reliable counterparty (Vulture-Andrew) is maxed at 28 deals. Fill rate 1.9% is sustainable only if LP returns online and binary volume increases."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":24,"msgs":503,"total":28273379,"totalUsd":15.08,"w5":14791214,"w5Usd":8.76,"w5PctPool":5.9,"w7":28273379,"w7Usd":15.08,"w7PctPool":1.2,"w5Son":12422912,"w7Son":20878910,"hourly":[1.42,1.23,0,3.61,2.51,1.37,2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:18:30.778Z","tokens":499840,"usd":0.13,"msgs":10}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":55.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":970,"wakes":55,"firstWakeMs":1780944154000,"lastWakeMs":1781071628000,"ageMin":40,"lastWhy":"Intent 746 expired unfilled; myOpenIntents=0 so must repost standing bear anchor. BTC 3.56% below strike β€” solid cushion","repeatWakes":33,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781086315546,"watching":"intent 756 fill/expiry OR deal 74 near-expiry OR price adverse OR new binary OR 4h","armed":true,"nextFallbackMin":205}},"verdict":{"summary":"Mission executing correctly (crypto-down conviction via BinaryBets, 13 settled all BELOW), but execution broken by watcher race condition + snapshot bug. W29b & w30 fired simultaneously on same intent-fill (06-10 04:09), posting duplicate BTC-BELOW bets β€” mission violation (needs exactly one resting bet). Snapshot.myOpenIntents is broken (third documented in","badge":"RACE CONDITION + SNAPSHOT BUG","confidence":"high","bottomLine":"Bear-yosher's directional bet strategy is sound, but watcher race condition (w29b + w30 simultaneous fire) posts duplicate intents and snapshot.myOpenIntents bug (3rd incident) prevents correct open-intent detection. Fix: core armWatcher de-dup + agent replace snapshot check with on-chain state. Current state: 60% repeat-wake churn (33/55 wakes), -$0.36 PnL, mission violated (multiple resting bets instead of one).","rootCause":{"class":"structural","evidence":"Watcher race condition (core SDK): Intent 742 fill at 04:05 triggered w29b + w30 simultaneously at 04:09. Wake logs show 'Wake 29b and wake 30 both ran simultaneously (triggered by same intent-fill)'. This posted deals 82 and 83 within seconds, violating mission rule 'exactly one resting BTC-BELOW b"},"reasoningRead":"Agent is solving the right problem (crypto-down directional conviction), but the watcher is broken. The wake script logic itself is sound (checks price moves, bet expiry, new binaries), but the simultaneous fire from armWatcher + the broken snapshot check create duplicate posts. This is not re-derivation churn β€” this is execution failure, not reasoning failure.","wakeTriggers":["Intent 756 resolution","Deal 74 bet expiry (5min window)","ETH/BTC adverse price move >+1.5%","New aligned BinaryBet on book","MISSING: 'do I have exactly one resting bet?' check before posting new bet (watcher fires on new binary without validating mission constraint)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"9 of 10 recent settled deals; both betting crypto-down (BTC/ETH BELOW). Mimic has 12 deals total, reliable taker.","available":"on-chain, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Misprices binaries; currently at hard ceiling (28 deals, 0 open intents), unlikely to take more.","available":"online but saturated"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity hub; would swap tech-basket components at oracle-fair rates. OFFLINE 681m.","available":"OFFLINE (cascading starvation driver)"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 swap settled (deals detail); contrarian to bear-yosher's crypto-down conviction. OFFLINE 783m.","available":"OFFLINE"}],"reliableCounterparties":1,"missedOpportunities":"Open intent (1 current) expiring unfilled β€” intents 743, 746 both expired unfilled in recent wakes. No aligned takers except Mimic-Ljuba, who is the only reliable counterparty. Fleet hub outages (LP-Maker, Option-Writer offline) have collapsed diversification paths. Vulture at hard ceiling. Cannot measure if new opportunities are visible to watcher because watcher is blind to 'is my bet already re","wakeScript":{"wellReasonedForMission":false,"good":["Fires on specific intent resolution (Intent 756), not generic 'book non-empty'","Monitors bet expiry with 5min window (Deal 74)","Tracks price adverse moves (ETH/BTC >+1.5%)","Detects new aligned binaries on book","4h fallback ensures minimum wake cadence"],"lacking":["No check for 'do I already have exactly one resting bet?' before posting new bet. Watcher fires on new binary without validating mission constraint, causing dup","Uses hardcoded price thresholds ($1,652.46, $62,269) instead of dynamic math (current price + margin %)","Race condition: new-binary check in runWatchLoop does not de-dup against simultaneous fires. No mutex or event dedup in armWatcher."],"suggestedChange":"Add mission-constraint check before posting: if myOpenIntents count === 1, skip posting new binary bets. Replace snapshot.myOpenIntents (broken, 3rd incident) with: compare agent's USDC in wallet vs locked state to infer resting intent coun"},"issues":[{"scope":"core","title":"armWatcher race condition: simultaneous Intent-fill fires","detail":"Intent 742 fill at 06-10 04:05 triggered both w29b (04:05) and w30 (04:09) to fire independently, each posting a new BinaryBet. Wake logs: 'Wake 29b and wake 30 both ran simultaneously (triggered by same intent-fill)'. Result: deals 82 AND 83 posted within seconds, violating mission 'exactly one res","fix":"armWatcher must de-dup identical event triggers or queue simultaneous fires into a single wakeUp call. Add event-fire sequencing: if intent X just resolved, suppress duplicate fires from runWatchLoop for 60s."},{"scope":"agent","title":"snapshot.myOpenIntents bug (3rd documented incident)","detail":"W28 log explicitly: 'snapshot.myOpenIntents=[] is a known bug (third incident)'. Agent cannot detect its own open intents, cannot prevent duplicate posts. Fallback used: 'compare wallet USDC to state.json value', but this is manual and error-prone.","fix":"Replace snapshot.myOpenIntents with on-chain read or wallet state: if (agent.USDC_wallet === state.json.USDC_wallet) then no resting intent; else resting intent exists. Audit all snapshot.*OpenIntents usage across fleet."},{"scope":"agent","title":"Counterparty starvation + directional clustering","detail":"Bear-yosher has only one reliable counterparty (Mimic-Ljuba, 9/10 recent deals). Both agents bet crypto-down (BinaryBets BELOW). LP-Maker-Matheus (primary liquidity hub, would diversify via swaps) offline 681m. Result: unfilled intents (743, 746), cannot diversify direction exposure.","fix":"Restore LP-Maker-Matheus online to unblock swap paths. Monitor Mimic-Ljuba concentration: may need to cap bear-yosher's BELOW bets if Mimic is saturated. Consider adding crypto-up counterparty (e.g., long ETH Index Basket) to diversify."},{"scope":"agent","title":"Wake script missing mission pre-check","detail":"Watcher fires on 'new aligned binary on book' without checking 'do I already have exactly one resting bet?'. When multiple wakes fire simultaneously (race condition), both post new bets, violating mission rule.","fix":"Before posting new binary bet, check: if count(myOpenIntents) >= 1, skip posting. Use on-chain state, not snapshot."}],"assessment":"Bear-yosher's directional bet strategy is sound, but watcher race condition (w29b + w30 simultaneous fire) posts duplicate intents and snapshot.myOpenIntents bug (3rd incident) prevents correct open-intent detection. Fix: core armWatcher de-dup + agent replace snapshot check with on-chain state. Current state: 60% repeat-wake churn (33/55 wakes), -$0.36 PnL, mission violated (multiple resting bets instead of one)."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains completely non-functional β€” 0 wakes, 0 intents, wake_script_source=null. Bootstrap failure: the wake script was never deployed to the agent in the first place. This is distinct from the fleet's armWatcher promise-drop (which would show armed=true but pidAlive=false); this shows armed=false (never armed). Same blocker as last run, still bl","badge":"BOOTSTRAP FAILED","confidence":"high","bottomLine":"Index-Maker never woke (0 wakes) because the wake script was never deployed (wake_script_source=null). This is a platform bootstrap failure, not a market problem. Blocks Index-Taker's counterparty; index-basket market is frozen. Fix: deploy the wake script.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, pidAlive=false, wakes=0 (never armed β†’ never ran). Signature is bootstrap init failure, not promise-drop (which would be armed=true but pidAlive=false)."},"reasoningRead":"N/A β€” agent never woke. No wake script to evaluate; script deployment must precede reasoning.","wakeTriggers":["MISSING: wake script (null). No triggers can fire without deployed script."],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Index-Taker's entire mission is to take SHORT side of IndexBasket intents this agent posts. Zero intent published = zero trades.","available":"blocked waiting for Index-Maker to post "},{"agent":"rebalancer-lior","fit":"maybe","why":"Would be interested in basket swaps for DCA rebalancing, but Index-Maker offline means zero intent.","available":"blocked"},{"agent":"lp-maker-matheus","fit":"maybe","why":"LP could provide liquidity depth on basket, but currently offline anyway (681m outage, primary fleet blocker).","available":"blocked (LP offline + Index-Maker undepl"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent never woke, never posted intent, never saw the book. No opportunity to miss when the agent is DOA.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Script does not exist (wake_script_source=null). Cannot evaluate reasoning without deployed script."],"suggestedChange":"Deploy the wake script. Bootstrap failure must be resolved before script evaluation is meaningful."},"issues":[{"scope":"core","title":"Bootstrap initialization failure: wake script never deployed","detail":"Index-Maker.wake_script_source=null, watcher.armed=false, pidAlive=false, wakes=0 (never armed). The wake script was never deployed/loaded. This is distinct from the fleet's armWatcher promise-drop issue (which manifests as armed=true but pidAlive=false). This is a bootstrap init failure β€” the scrip","fix":"Debug the deploy/load pipeline for Index-Maker: (1) confirm the wake-script build/compile succeeded, (2) confirm the artifact exists in the storage/registry, (3) confirm the agent's bootstrap/init code successfully loads/deploys the script. Trace why wake_script_source is null after init."},{"scope":"agent","title":"Index-basket market frozen: Index-Maker offline β†’ Index-Taker blocked, no counterparty","detail":"Index-Taker cannot trade (no intent to take). Index-Maker is the only publisher of index baskets on this board. Zero intent posted β†’ zero index-basket deals. This cascades: Rebalancer-Lior, Momentum-Nikita, and other diversification-seeking agents have no index-basket counterparty.","fix":"Deploy Index-Maker's wake script and restart. Index-Taker will then have intent to take; index-basket market clears."}],"assessment":"Index-Maker never woke (0 wakes) because the wake script was never deployed (wake_script_source=null). This is a platform bootstrap failure, not a market problem. Blocks Index-Taker's counterparty; index-basket market is frozen. Fix: deploy the wake script."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged from last run: 0 wakes, armed=false, wake_script_source=null. Correctly holdingβ€”mission is responder (take SHORT of IndexBasket intents posted by Index-Maker). Index-Maker is offline due to core armWatcher promise-drop bug blocking both agents. No intents posted yet = no work for Index-Taker. Once armWatcher fix lands and Index-Maker deploys, this ","badge":"WAITING ON INDEX-MAKER","confidence":"high","bottomLine":"Index-Taker is correctly offline awaiting Index-Maker (its sole counterparty), which is blocked by core armWatcher promise-drop bug. Zero wakes, zero intents on-chainβ€”expected state. Fix is upstream: resolve armWatcher; Index-Maker posts first LONG intent; Index-Taker's responder watcher engages.","rootCause":{"class":"structural","evidence":"Index-Maker health=unknown, undeployed, blocked by core armWatcher bug. Zero LONG IndexBasket intents on-chain (none exist for any agent to take). Index-Taker watcher correctly disarmed, awaiting counterparty."},"reasoningRead":"Not yet deployedβ€”no wakes, no reasoning path to evaluate. Agent design (audit-gated responder, fail-closed) is sound for its mission; correctness is deferred until Index-Maker posts first intent.","wakeTriggers":[],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents by design; audit-gate ensures fail-closed acceptance.","available":"offline (core armWatcher promise-drop bu"}],"reliableCounterparties":0,"missedOpportunities":"Noneβ€”no IndexBasket intents on-chain. Unmeasurable until Index-Maker posts first LONG intent.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Not yet provisioned; must listen for Index-Maker's LONG intents and trigger audit-to-cross flow"],"suggestedChange":"Once armWatcher fix lands: author a responder watcher that polls indexer for Index-Maker's new LONG IndexBasket intents (~5–10 min cadence), audits each, crosses on ACCEPT verdict. Patient cadence fits a responder (intents are posted events"},"issues":[{"scope":"core","title":"armWatcher promise-drop bug blocks Index-Maker (Index-Taker's counterparty)","detail":"Index-Maker undeployed β†’ no LONG intents on-chain β†’ Index-Taker has no work. Affects 4+ agents in cascade.","fix":"Resolve armWatcher promise-drop in SDK; Index-Maker deploys; Index-Taker engages immediately."},{"scope":"agent","title":"Watcher not yet provisioned","detail":"Once Index-Maker online, Index-Taker needs a responder watcher to listen for LONG intents, audit them, and cross on ACCEPT.","fix":"Author watcher: poll indexer for Index-Maker's LONG IndexBasket intents, audit via audit-custom-deal skill, cross on ACCEPT."}],"assessment":"Index-Taker is correctly offline awaiting Index-Maker (its sole counterparty), which is blocked by core armWatcher promise-drop bug. Zero wakes, zero intents on-chainβ€”expected state. Fix is upstream: resolve armWatcher; Index-Maker posts first LONG intent; Index-Taker's responder watcher engages."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.52,2.48,2.29,2.32,0.26,0.15,15.65,12.57,6.76,6.03,11.54,7.2],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":744.28,"realizedPnl":8.95,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":946,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":808,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP-Maker crashed at 06-09T17:19 (w44, 800 min ago) due to core SDK armWatcher promise-drop: the wake script armed a 1h fallback but the promise was never returned to the orchestrator. Outage duration worsening (800 min vs 620 min baseline, +180 min since last summary). The fallback never executed β€” pidAlive=false, armed=false, no scheduled restart visible. T","badge":"CRASHED 800m (CORE PROMISE BUG)","confidence":"high","bottomLine":"LP-Maker is offline 800 minutes (worsening 180m since last summary) due to core armWatcher promise-dropβ€”the watcher was correctly armed with a 1h fallback, but the promise was never returned, so the SDK never fired it. This is a platform failure, not the agent's fault. Requires core SDK fix and manual restart now. Fleet's 5+ dependent agents are unfilled.","rootCause":{"class":"structural","evidence":"Wake script (w44) shows armWatcher({fallbackMs: 3600000}) but the deadline promise is never returned to orchestrator. Result: watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β†’ fallback never executed. Outage duration 800m (was 620m, +180m since last summary). Pre-crash, age"},"reasoningRead":"SOUND FOR THE MISSION. Wake script correctly identifies three wake triggers: (1) quote expiry (~45 min), critical for two-sided depth; (2) oracle breach (Β±15–50 bps), rebalance trigger; (3) new fillable swaps, liquidity opportunity. Cadence right (1h fallback, not sub-minute polling). The script is not re-deriving coldβ€”it's patient, watches its own intent lifecycle, tracks new network intents to f","wakeTriggers":["Quote expiry (~45 min, w44 quotes expire ~17:58–18:05 UTC)","Oracle breach (Β±15–50 bps), triggering rebalance","New fillable swap intent matching HOLD set (USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT)","MISSING: Fallback promise never returned to orchestrator β†’ 1h scheduled restart never fired"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"13 settled deals (largest counterparty), was consistently filled by LP","available":"AWAKE"},{"agent":"swing-nikita","fit":"yes","why":"3 settled deals, needs LP depth for fade/rebalance swaps","available":"AWAKE"},{"agent":"rebalancer-lior","fit":"yes","why":"3 settled deals, DCA mission needs LP liquidity for patient slices","available":"AWAKE (BUT UNFILLED)"},{"agent":"momentum-nikita","fit":"yes","why":"1 settled deal so far, concentrated mover needs LP for delivered swaps","available":"AWAKE (BUT UNFILLED)"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled deals, USDCβ†’sNVDA DCA blocked by LP offline","available":"OFFLINE"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while offline β€” agent is not watching the book. But per Step-1 context, 4+ agents (Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior, Swing-Nikita) have unfilled intents waiting for LP liquidity. Pre-crash, LP settled 64 deals; the backlog is now stranded.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly watches quote lifecycle (expiry ~45 min, mission-critical for two-sided depth)","Oracle breach trigger (Β±15–50 bps) matches patient LP rebalance window","Tracks own intent resolution (canFill logic for HOLD set) β€” not blind polling","1h fallback cadence is right: patient liquidity provider, not sub-minute churn","newMatches() logic avoids re-processing stale intents"],"lacking":["Promise not returned to orchestrator β€” armWatcher() deadline promise was never passed to the SDK, so fallback was never scheduled/tracked"],"suggestedChange":"CORE FIX REQUIRED: Ensure armWatcher() promise is returned and awaited by the orchestrator. The script is correct; the SDK promise-tracking is broken. Once fixed, this agent should recover via the 1h fallback. No agent-side changes needed."},"issues":[{"scope":"core","title":"armWatcher promise-drop: fallback never executes","detail":"LP-Maker w44 script armed a watcher with fallbackMs=3600000 (1h), but the promise was never returned to the orchestrator. Result: watcher.pidAlive=false, armed=false, nextFallbackMin=null. Outage 800m (was 620m, +180m worsening). This is a platform/SDK bug, not the agent's fault.","fix":"Core engineer: review armWatcher() implementation in sdk/scripts/wake-watch.js. Ensure the promise is returned and awaited by the orchestrator so fallbacks execute. Once fixed, manual restart of LP-Maker may not be needed (fallback should have recovered it already). Current blocker: fleet liquidity "},{"scope":"agent","title":"Manual restart required now","detail":"LP-Maker cannot self-recover because the promise-drop bug prevents the fallback from executing. The agent needs a manual restart to rejoin the fleet.","fix":"Restart LP-Maker immediately. Priority: this is the fleet's liquidity hub, blocking Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior, Swing-Nikita intents. Restore the 64-deal settlement rate post-restart."}],"assessment":"LP-Maker is offline 800 minutes (worsening 180m since last summary) due to core armWatcher promise-dropβ€”the watcher was correctly armed with a 1h fallback, but the promise was never returned, so the SDK never fired it. This is a platform failure, not the agent's fault. Requires core SDK fix and manual restart now. Fleet's 5+ dependent agents are unfilled."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":4,"msgs":66,"total":3410800,"totalUsd":0.75,"w5":2763840,"w5Usd":0.59,"w5PctPool":1.1,"w7":3410800,"w7Usd":0.75,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:03:43.501Z","tokens":846555,"usd":0.18,"msgs":16}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":71.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":970,"wakes":46,"firstWakeMs":1780927020000,"lastWakeMs":1781072639000,"ageMin":23,"lastWhy":"Edge floor β‰₯3pp unmet on sole available BinaryBet. One deliberate move rule: holding.","repeatWakes":40,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077706288,"watching":"stock market opens OR new β‰₯3pp taker-edge binary OR 90min fallback","armed":true,"nextFallbackMin":61}},"verdict":{"summary":"Mimic-ljuba accepted two high-edge bets (deals #81 deal-#83, >30pp cost-implied edge each vs Bear-Yosher) in w37–w39, validating its copy-trader discipline. Now idle for 5 consecutive wakes (w40–w44) because available BinaryBets fall below its 3pp edge floorβ€”correctly waiting, not broken. Primary counterparty Bear-Yosher remains online and active (10 settled","badge":"PATIENT, THIN MARKET","confidence":"high","bottomLine":"Mimic-ljuba is healthy and disciplined. Accepted deals #81 and #83 (both >30pp edge) in w37–w39; now correctly idle for 5 wakes because sole available binary has <3pp edge. Bear-Yosher is onlineβ€”no counterparty starvation. Watcher well-reasoned for mission.","rootCause":{"class":"structural","evidence":"Market depth: only 1 BinaryBet available in recent wakes, edge below 3pp floor. Not a counterparty miss (Bear-Yosher online) or mispricingβ€”a thin-market constraint. Agent enforces discipline; refusing to churn on low-edge bets is correct."},"reasoningRead":"Sound. Mimic-ljuba evaluates each binary against oracle-repriced edge floor (w38 correctly rejected intent #735 as 'deep OTM, +3.3% move required'). Accepts only >3pp edge (deals #81, #83 both justified by +30pp margins). One-move-per-wake rule enforced across 5 idle wakesβ€”no churn. Solving the right problem: copy-trading high-edge bets, not posting or speculating.","wakeTriggers":["Stock market opens 13:30 UTC (sAAPL/sNVDA/sMSFT board refresh)","New BinaryBet with β‰₯3pp taker-edge appears","90min hard fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"10 of 12 settled deals vs Bear-Yosher; strong convex relationship. Bear posts BinaryBets (crypto down + tech up); Mimic takes high-edge take","available":"online, 'ok' health"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture posts sharp/baited intents (mispriced swaps + near-sure binaries); Mimic copies high-edge bets. Fit exists but no deals yet.","available":"online, at 28-deal ceiling (no capacity)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal (presumably an option or binary arbitrage). Sporadic, not a reliable flow.","available":"online, 'ok' health"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Watcher polls every 60s for new β‰₯3pp binaries; w38 found intent #735, rightly rejected (3.3% move required). If blind intents exist outside readOpenIntents snapshot, metric is unmeasurable until watcher architecture changes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on stock market open (13:30 UTC)β€”oracle-moving signal relevant to copy-trading mission","Detects new high-edge binaries (β‰₯3pp edge floor matched exactly)","90min fallback + 60s polling cadence reasonable for patient taker strategy","Zero-LLM, deterministic, no book-empty false positives"],"lacking":["60s polling is fine-grained for thin market; could back off to 5min to save ~$0.10/5h (low priority, current burn $0.59/5h acceptable)"],"suggestedChange":"No critical change needed. If market remains thin, consider reducing poll cadence to 5min to save tokensβ€”but agent health is sound at current rate."},"issues":[{"scope":"core","title":"Market depth bottleneck (structural)","detail":"Only 1 BinaryBet available in recent wakes, consistently below Mimic-Ljuba's 3pp edge floor. Not the agent's faultβ€”market needs more high-edge binary postings from other agents (esp. Bear-Yosher, its primary counterparty).","fix":"Fleet-level: encourage Bear-Yosher to post more BinaryBets on crypto/tech moves, or encourage Swing-Nikita/Momentum-Nikita to post high-edge binaries. Mimic-Ljuba is ready to copy-trade; supply is the constraint."}],"assessment":"Mimic-ljuba is healthy and disciplined. Accepted deals #81 and #83 (both >30pp edge) in w37–w39; now correctly idle for 5 wakes because sole available binary has <3pp edge. Bear-Yosher is onlineβ€”no counterparty starvation. Watcher well-reasoned for mission."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":1,"balanceUsd":99.13,"realizedPnl":-0.87,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":970,"wakes":10,"firstWakeMs":1780940859000,"lastWakeMs":1781067000000,"ageMin":117,"lastWhy":"SSV momentum leadership unchanged. Prior intent failed due to 1h window, not price. Re-posting same terms with 8h window","repeatWakes":9,"avgGapMin":234,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098072917,"watching":"intent #745 resolves or price >3% move (8.5h fallback)","armed":true,"nextFallbackMin":401}},"verdict":{"summary":"SSV momentum signal was decisive (3.58pp fast, 2.06pp slow, both clearing 2pp threshold)β€”correctly posted Intent #745 ($51.25 USDCβ†’SSV, 8h window) at w10 (04:50 UTC). Zero takers: pure core starvation, not agent fault. LP-Maker-Matheus offline 681m blocks all USDC supply. Intent window fresh (~6h 11m remaining, expires 12:50 UTC). Watcher armed + alive, moni","badge":"WAITING ON CORE LIQUIDITY","confidence":"high","bottomLine":"Momentum signal was valid and correctly executed. Intent #745 ($51.25 USDCβ†’SSV) has zero takers solely because LP-Maker-Matheus is offline 681mβ€”no USDC supply available anywhere in the fleet. This is a core SDK issue (armWatcher promise drop per Step 1), not agent reasoning. Intent window is fresh (expires 12:50 UTC); watcher will fire on intent resolution or 8.5h fallback. Agent will execute cleanly once LP restarts.","rootCause":{"class":"counterparty-starved","evidence":"Intent #745 posted 4h ago, 8h window, zero takers. LP-Maker-Matheus (sole USDC source for fleet) offline 681m. Stacker-Massimo also offline 537m. No other agent supplies USDC liquidity. This is core SDK blockage (listed in Step 1 focusAreas), not agent error."},"reasoningRead":"Sound. Agent correctly identified SSV as momentum leader clearing the 2pp edge threshold. Previous Intent #741 expired in 1h window (fair for thin market). Re-posting #745 with 8h window was disciplinedβ€”waiting for LP restart or further conviction. The 9 repeat wakes were all justified no-action scenarios: 'edge threshold unmet', 'all assets in mild downtrend', 'best gap <1pp'. This is patient wai","wakeTriggers":["Intent #745 resolves (filled or expired)",">3% move in BTC, ETH, or SSV","8.5h fallback (covers ~12:50 UTC intent expiry + 13:30 UTC market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only USDC source for USDCβ†’SSV; mission is exact liquidity provision","available":"offline 681m (core armWatcher promise-dr"},{"agent":"stacker-massimo","fit":"maybe","why":"Needs USDCβ†’sNVDA (close direction); could diversify to SSV if allocation fit","available":"offline 537m, token-burning in retry loo"},{"agent":"rebalancer-lior","fit":"no","why":"Taker of delivered swaps but needs USDC out, not in; cash flow mismatch","available":"online but not a USDC source"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent correctly waited for momentum leadership to exceed 2pp threshold (disciplined filtering). Only missed opportunity is LP restartβ€”outside agent control.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors intent resolution (the critical outcome for active position)","Tracks price leadership with 3% spike threshold (new momentum signal trigger)","8.5h fallback covers both intent expiry (~12:50 UTC) and market open (13:30 UTC) when new leadership might emerge","Zero-LLM, deterministic, no book pollingβ€”fits patient momentum agent"],"lacking":[],"suggestedChange":"None. Wake-script is well-reasoned for mission and correctly armed for next decision point."},"issues":[{"scope":"core","title":"armWatcher promise drop: LP-Maker-Matheus offline 681m, blocking fleet liquidity","detail":"LP-Maker-Matheus is the sole USDC provider for 7+ agents. Offline 681m (worsening 61m/cycle per Step 1). Momentum-Nikita's Intent #745 zero takers. Swing-Nikita will trigger sNVDA sell at 13:30 UTC with zero position (certain failure). Stacker-Massimo offline 537m burning $2.35 in token-retry loop.","fix":"Diagnose and fix armWatcher promise-drop in LP-Maker-Matheus wake-script. This is the load-bearing core SDK fix. Restarts liquidity for entire fleet."}],"assessment":"Momentum signal was valid and correctly executed. Intent #745 ($51.25 USDCβ†’SSV) has zero takers solely because LP-Maker-Matheus is offline 681mβ€”no USDC supply available anywhere in the fleet. This is a core SDK issue (armWatcher promise drop per Step 1), not agent reasoning. Intent window is fresh (expires 12:50 UTC); watcher will fire on intent resolution or 8.5h fallback. Agent will execute cleanly once LP restarts."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":681,"wakes":14,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":549,"lastWhy":"Wake fired; check for new options","repeatWakes":12,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077273013,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":54}},"verdict":{"summary":"Correctly idle and well-reasoned, waiting for audited Option intents. Woke 8 times since last run (w7–w14, ending 09:53 UTC, 541m ago); all 8 scans found zero audited options in bookβ€”expected behavior. Sole counterparty Option-Writer-Matheus remains offline 783m (worsened from 665m) due to core armWatcher promise-drop bug. Agent armed, process alive, fallbac","badge":"WAITING FOR WRITER","confidence":"high","bottomLine":"Agent is working perfectlyβ€”scanning book every ~84 minutes for audited Option intents and firing correctly on new matches. Zero intents available because Option-Writer-Matheus (sole counterparty) is offline 783m due to a core platform bug. Agent health is good; the bottleneck is core-side (restart Writer).","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus offline 783m (core armWatcher promise-drop bug per Step 1 focus). Zero audited Option intents found across all 8 recent wakes (w7–w14). Writer is the only agent in fleet authorized to post audited options this agent can take."},"reasoningRead":"Sound. Executes responder mission correctly: scans book each wake, filters for specific audited template hash (0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6), fires only on NEW intents. Not re-deriving the same moveβ€”correctly idle in an empty book. Logic is disciplined and on-mission.","wakeTriggers":["new audited Option intent matching 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6","2h fallback (62m remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only source of audited Options in scope; explicit counterparty for this agent's audit logic","available":"offline 783m (core bug)"}],"reliableCounterparties":0,"missedOpportunities":"Noneβ€”zero audited Option intents in book across 8 wakes. Market is empty, not an agent miss.","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited intents (responder pattern, avoids re-triggering stale data)","2h fallback is patient and appropriate for low-velocity responder","Zero-LLM, deterministic scan + filter","Tracks seen intents correctly to avoid duplicate wakes"],"lacking":[],"suggestedChange":"Noneβ€”wake-script is fit-to-mission and well-executed. Bottleneck is entirely upstream (Writer-Matheus availability)."},"issues":[{"scope":"core","title":"Option-Writer-Matheus offline 783m β€” core armWatcher bug starves taker","detail":"Sole counterparty down (now 118m worse than last run: 665m β†’ 783m). Blocks option-taker-matheus and starves 4+ other agents per Step 1.","fix":"Fix core armWatcher promise-drop bug. Restart Option-Writer-Matheus."}],"assessment":"Agent is working perfectlyβ€”scanning book every ~84 minutes for audited Option intents and firing correctly on new matches. Zero intents available because Option-Writer-Matheus (sole counterparty) is offline 783m due to a core platform bug. Agent health is good; the bottleneck is core-side (restart Writer)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.05,"realizedPnl":-2.96,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":681,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":792,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 784 minutes (last wake w26 at 2026-06-09T15:49 UTC) due to core armWatcher promise-drop bug. Wake w26 armed watcher with dual deadlines (19:50 UTC primary, 23:00 UTC fallback) to execute market-close rotation; both have passed (~04:00 UTC Jun-10) without firing. Pre-crash: portfolio rotation engine executed disciplined discipline (w23 posted 3 swaps,","badge":"OFFLINEβ€”CORE SDK BLOCK","confidence":"high","bottomLine":"Offline 13+ hours (w26β†’27 armWatcher never fired at 19:50 or 23:00 UTC Jun-9). Pre-crash state: portfolio rebalancing 50% executed (intent 528 filled vs Bear-Yosher; intents 530/533 expired due to LP scarcity, not repricing error), option-writing starved (0 of 6 posts attracted takers, paused). No recovery until core armWatcher promise-drop patched and LP-Maker-Matheus restarted.","rootCause":{"class":"structural","evidence":"w26 wake-script armed armWatcher at 2026-06-09T15:49 UTC with targetWakeUtc=19:50Z, fallbackUtc=23:00Z (per wake-watch.js). Both deadlines passed; watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null (no recovery armed). Same armWatcher bug as LP-Maker-Matheus (core SDK root). S"},"reasoningRead":"Pre-crash reasoning was SOUND. w26 script exhibits discipline: time-triggered market-close execution (19:50 UTC) with hard fallback (23:00 UTC), no order polling (0 open intents), zero LLM cost. w25 correctly rejected intraday repricing as churn ('final move at market close locks conviction'). Portfolio engine tracked drift (w25: latest worst-2 rankings vs w23 baseline) and was executing rotation ","wakeTriggers":["Time-based: 19:50 UTC (market close) primary, 23:00 UTC fallback","MISSING: Recovery fallback after armWatcher crash. Once watcher dies (promise-drop), no rescue mechanism fires."],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity source for portfolio rotation swaps. Intent 528 filled βœ“ (sMSFT exit); intents 530/533 expired due to LP offline.","available":"OFFLINE 681m (core armWatcher bug, same "},{"agent":"option-taker-matheus","fit":"maybe","why":"Mission is to buy cheap/in-the-money options. Option-Writer posts ATM/slightly-OTM ETH/BTC options (3% premium, 6-hour term). Mismatch on mo","available":"OK per roster, but no engagement in logs"},{"agent":"bear-yosher","fit":"no","why":"1 settled deal (historical). Bear-Yosher is BinaryBet taker/poster, not swap or option counterparty.","available":"OK per roster (13 deals)"}],"reliableCounterparties":0,"missedOpportunities":"None on portfolio side (swaps posted at oracle mid, execution was disciplined). Option side: exhausted all premium/term/strike combinations without filling; could have extended further OTM or term lengths, but 6-post rejection pattern suggests fundamental taker absence (not pricing). Unmeasurable: whether Option-Taker or other agents were watching the option postsβ€”watcher cannot see counterparty b","wakeScript":{"wellReasonedForMission":true,"good":["Time-triggered at market close (19:50 UTC) β€” exact moment to lock rotation conviction, not churn intraday.","Hard fallback (23:00 UTC) β€” resilient to minor delays.","Zero polling, no book monitoring β€” correct for intentional portfolio agent with no open orders to watch.","Zero LLM cost β€” pure deterministic timing."],"lacking":["Single point of failure: armWatcher is the only mechanism. Once watcher crashes (promise-drop), no secondary recovery path exists.","No timeout/heartbeat logged after fire call β€” script fires `fireWake()` but no confirmation that w27 actually executes."],"suggestedChange":"After core SDK armWatcher fix: add a secondary health-check fallback (e.g., if w27 doesn't fire within 5 min of 19:50 UTC, post a heartbeat intent as a 'fire w27 NOW' signal). This decouples wake-firing from armWatcher alone."},"issues":[{"scope":"core","title":"armWatcher promise-drop bug prevents w27 wake (cascade impact: 4+ agents offline)","detail":"w26 script armed armWatcher with dual deadlines (19:50 + 23:00 UTC Jun-9). Both timestamps passed (~04:00 UTC Jun-10); watcher crashed silently (armed=false, pidAlive=false). Same SDK root as LP-Maker-Matheus (down 681m, blocking all liquidity). Option-Writer offline 784m, Stacker-Massimo offline 53","fix":"Patch sdk/scripts/wake-watch.js promise-chain handling (null-check or error boundary around deadline callbacks). Verify fallback timer doesn't silently drop on exception. Restart all affected agents (LP-Maker, Option-Writer, Stacker) after fix deployed."},{"scope":"agent","title":"LP-Maker-Matheus offline 681m blocks portfolio rotation completion","detail":"Option-Writer posted 3 rotation swaps (w23, intents 528/530/533). Intent 528 filled via Bear-Yosher (βœ“), intents 530/533 expired unfilled. LP is primary liquidity source; without LP, remaining swaps cannot settle. Cascade: Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo also starved waiting for LP","fix":"Bring LP-Maker-Matheus online (requires core armWatcher fix). Option-Writer will retry w27 rotation swaps once LP available. Prioritize LP restart β€” it unblocks 4+ agents."},{"scope":"agent","title":"Option-writing engine (ENGINE 1) exhausted taker demand β€” 0 of 6 posts filled, paused w21","detail":"w19–w21: posted 6 options (premium/term/strike: near-OTM to ATM, 3–6hr term, 0.15 USDC premium). Zero takers. w21: paused ENGINE 1 (70/30 portfolio side). w23–w25: focused on portfolio rotation (swaps). No evidence of ENGINE 2 (option-writing fallback) or retry of option strategy with different para","fix":"Post-restart: audit Option-Taker-Matheus mandate (buys cheap/in-the-money, not ATM). Consider (a) extending deeper OTM + longer term for higher premium attraction, or (b) pausing options until Option-Taker is more active and visible on chain. Portfolio side (swaps) is sound; focus there first."}],"assessment":"Offline 13+ hours (w26β†’27 armWatcher never fired at 19:50 or 23:00 UTC Jun-9). Pre-crash state: portfolio rebalancing 50% executed (intent 528 filled vs Bear-Yosher; intents 530/533 expired due to LP scarcity, not repricing error), option-writing starved (0 of 6 posts attracted takers, paused). No recovery until core armWatcher promise-drop patched and LP-Maker-Matheus restarted."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":1896938,"w5Usd":0.37,"w5PctPool":0.8,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0.37,0,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,1.75,2.14,1,1.1,1.25,0.57],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":970,"wakes":19,"firstWakeMs":1780941832000,"lastWakeMs":1781071835000,"ageMin":37,"lastWhy":"No mispriced opportunities on book. sAAPL position well-positioned mid-hold, edge erosion expected per convergence. Hori","repeatWakes":12,"avgGapMin":120,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781107260000,"watching":"sAAPL stop ($277.34) / forward ($303.75) / balance change / new intent / horizon (Jun10 16:00 UTC)","armed":true,"nextFallbackMin":554}},"verdict":{"summary":"Was correctly monitoring sAAPL (edge 1.5%, horizon Jun-10 16:00 UTC ~10h away, position stable at 0.085722 @ $290.79 = $24.93). BUT: wake script missing shade binary trigger β€” mission says 'post small-shade when nothing's mispriced,' yet 8 consecutive wakes (w12–w19, 29-min window) detected zero misprices with zero shade posts and zero open intents. Script d","badge":"IDLE, MISSION GAP","confidence":"high","bottomLine":"Mission incompletely implemented. The agent waits for mispriced bets (correct) but doesn't post shade binaries when the market is quiet β€” that's the resilience mechanism to stay profitable during idle periods. Last 29 min: 0 misprices detected, 0 shade posts executed. Gap is in wake script logic, not market conditions.","rootCause":{"class":"off-mission","evidence":"Wake script (current.ts) has sAAPL balance/stop/forward/new-intent triggers but no quiet-time trigger for shade posting. Mission says 'post small-shade when nothing's mispriced' β€” wakes w12–w19 all report 'No mispriced opportunities' yet zero shade intents opened. Script detects the condition but do"},"reasoningRead":"The wait-and-watch logic for sAAPL edge is sound β€” detect price triggers, balance changes, new intents. But it's incomplete: the agent should be making small-shade bets during quiet periods to stay active/profitable. Currently it just idles, re-checking the same empty/quiet book every 60s. Sound reasoning solving a partial mission.","wakeTriggers":["sAAPL balance change (from baseline 0.085722)","sAAPL stop ($277.34, βˆ’4% from entry)","sAAPL forward ($303.75, +4.8% target)","New intents on book","Horizon fallback (Jun-10 16:00 UTC)","MISSING: Quiet-time trigger β€” no misprices detected for N minutes, should post shade binary"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (settled 1 deal), but OFFLINE 681m β€” blocks swaps but not shade betting","available":"OFFLINE"},{"agent":"mimic-ljuba","fit":"yes","why":"Settled 1 bet (BinaryBet); can take shade binaries posted by Polymarket-Ljuba","available":"ok, 12 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Takes BinaryBets; could be shade taker if bet aligns with crypto-down conviction","available":"ok, 13 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps/binaries; shade might be baited target, but Vulture at hard ceiling (28 deals, 0 open intents)","available":"ok but saturated"}],"reliableCounterparties":1,"missedOpportunities":"Shade binary posts. Mission prescribes 'post small-shade when nothing's mispriced.' Recent window (w12–w19, 29 min): 8 wakes all detected zero misprices, yet zero shade intents opened. Quantified miss: if quiet-time trigger fired every 120 min of no misprices, expected 0–1 shade posts in this window; actual: 0. Watcher blind to whether takers would accept shade on book (unmeasurable until script p","wakeScript":{"wellReasonedForMission":false,"good":["sAAPL balance-change detection (0.085722 baseline) β€” catches accidental position moves","Stop/forward triggers ($277.34 / $303.75) β€” disciplined risk bounds","New-intent detection β€” responsive to book changes","Horizon fallback (Jun-10 16:00 UTC + 60s buffer) β€” respects expiry"],"lacking":["No quiet-time trigger for shade posting β€” mission says 'post small-shade when nothing's mispriced,' but loop only fires on external events (price, balance, new ","Loop polls every 60s but has no state flag to track idle duration β€” can't detect 'quiet for 120 min' condition to trigger shade"],"suggestedChange":"Add quiet-time tracking to the watcher loop: maintain a `lastMispricedTs` or `quietStartMin` flag. If `networkOpenIntents` are checked and none are mispriced (or empty) for 120+ min, fire `fireWake('quiet time exceeded, post shade binary')`"},"issues":[{"scope":"agent","title":"Wake script missing shade binary trigger","detail":"Script monitors sAAPL price/balance and new intents but has no logic to fire when the market is quiet for N minutes. Mission says post shade when nothing's mispriced; recent 8 wakes detected zero misprices with zero shade posts. Loop must detect and act on the idle condition.","fix":"Add state variable `lastQuietCheckMin` or similar to track how long no misprices have been seen. If quiet for β‰₯120 min, fire `fireWake('quiet time exceeded, post shade binary')` to invoke the main agent's shade-posting logic. Keep existing sAAPL triggers intact."},{"scope":"agent","title":"Zero open intents despite idle market","detail":"0 open intents for 29+ min while book has no misprices (expected environment for shade posting per mission). Suggests either script never reaches the shade-posting branch or the main agent doesn't execute when woken for this reason.","fix":"Trace: (1) ensure quiet-time wake fires (add logging to watcher); (2) verify main agent has write capability to post binaries; (3) check if shade posting is being blocked by core SDK or counterparty starvation (unlikely β€” shade takers exist on board)."}],"assessment":"Mission incompletely implemented. The agent waits for mispriced bets (correct) but doesn't post shade binaries when the market is quiet β€” that's the resilience mechanism to stay profitable during idle periods. Last 29 min: 0 misprices detected, 0 shade posts executed. Gap is in wake script logic, not market conditions."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.81,"realizedPnl":-1.18,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":970,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":380,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":403}},"verdict":{"summary":"Rebalancer-Lior correctly posted DCA intents #669/#670 at 19:55 UTC 06-09 (sAAPL/sNVDA underweight slices), but both expired unfilled at 20:55 UTC due to LP-Maker-Matheus outage (primary counterparty offline 681m). Agent disciplined: respects market hours (13:30–20:00 UTC), went idle overnight with zero token spend, posted no repeat intents. Armed watcher po","badge":"CORRECTLY IDLE, AWAITING LP","confidence":"high","bottomLine":"Intents #669/#670 (DCA rebalance toward βˆ’15pp sAAPL underweight) expired unfilled because LP-Maker-Matheus is offline β€” not the agent's fault. Rebalancer correctly paused, respects market hours, and is armed to wake at stocks market open (13:30 UTC). Zero token burn in 372 min.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus outage 681m (primary counterparty: 3 of 8 settled deals). Vulture-Andrew at hard ceiling (28 deals, 0 open intents). No other reliable takers. Intents #669/#670 posted at 19:55 UTC with 60-min expiry, expired unfilled at 20:55 UTC. Wake logs w13–w17 (22:12–00:27 UTC) all 'no tx' β€” n"},"reasoningRead":"Sound. Agent correctly identifies sAAPL as priority (βˆ’15pp overall, βˆ’40pp stock leg), posts appropriate DCA slice ($7 = 28% of $25 target per wake), accepts favorable intents when available (#631 at w18), respects market-hour constraints (stocks 13:30–20:00 UTC only), and correctly goes idle when no takers exist. Solving the right problem: patient rebalancing within mission constraints.","wakeTriggers":["Intent #669 / #670 resolved (filled or expired) β€” both expired 20:55 UTC 06-09","Stocks market open 13:30 UTC 06-10 β€” fallback armed, 411 min scheduled","MISSING: New favorable intents on book (low-priority for patient overnight idle, but would allow resume earlier than market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary liquidity partner: 3 of 8 settled deals (37.5%). Fills swaps near oracle mid.","available":"NO β€” outage 681m, fleet primary hub offl"},{"agent":"vulture-andrew","fit":"maybe","why":"Could theoretically take sharp DCA slices, but starved by LP outage as well (would rotate failed intents).","available":"NO β€” at hard ceiling (28 deals, 0 open i"},{"agent":"swing-nikita","fit":"maybe","why":"3 settled deals total; swing agent posts swaps on dislocations. Not natural counterparty but available.","available":"YES β€” health ok, but low historical volu"}],"reliableCounterparties":0,"missedOpportunities":"Intents #669/#670 themselves (expired unfilled at 20:55 UTC 06-09). No alternate favorable intents detected during overnight watches w13–w17 (22:12–00:27 UTC, all 'no tx'). Gap is measurable and clear: LP offline starved the entire Rebalancer market.","wakeScript":{"wellReasonedForMission":true,"good":["Respects market hours: only posts during 13:30–20:00 UTC (stocks market hours), waits patiently overnight","Correct fallback: scheduled wake at stocks market open 13:30 UTC (411 min from last wake, mission-aligned)","Clear intent death detection: polls for intents #669/#670 resolution (filled/expired), fires wake when resolved","Zero-LLM, no external service dependencies β€” clean and fast"],"lacking":["Polling cadence suboptimal for patient agent: 30-second intervals for 6.85 hours overnight = ~820 polls. Average wake gap is 104 min; aggressive overnight polli","Only monitors intent death, not market recovery: if LP-Maker comes back online before 13:30 UTC, agent won't know β€” watcher blind to counterparty state changes"],"suggestedChange":"Reduce polling cadence for overnight idle: use 5-min intervals until 1 hour before market open (13:30 UTC), then switch to 30-s intervals in the final hour. Cuts overnight polls from ~820 to ~80, still responsive near wake time. Alternative"},"issues":[{"scope":"core","title":"LP-Maker-Matheus outage cascades across fleet","detail":"LP-Maker-Matheus (primary liquidity hub) offline 681m, starving 7+ agents including Rebalancer-Lior. Step 1 attributes to 'Core armWatcher promise-drop bug' β€” watcher may not have detected LP's status or recovery. This is the root cause of failed intents #669/#670, not Rebalancer's fault.","fix":"Debug armWatcher promise-drop in core SDK (platform retry loop, watcher blind to hub recovery). Route to SDK maintainer; blocks fleet liquidity."},{"scope":"agent","title":"Wake-script polling cadence suboptimal for patient agent","detail":"30-second polling for 6.85 hours overnight contradicts DCA mission discipline (avg gap 104 min). Unnecessary token spend during idle wait.","fix":"Reduce polling to 5-min intervals overnight, escalate to 30-s in final hour before market open. Cuts cost 10Γ—, maintains responsiveness."}],"assessment":"Intents #669/#670 (DCA rebalance toward βˆ’15pp sAAPL underweight) expired unfilled because LP-Maker-Matheus is offline β€” not the agent's fault. Rebalancer correctly paused, respects market hours, and is armed to wake at stocks market open (13:30 UTC). Zero token burn in 372 min."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":9923023,"w5Usd":3.62,"w5PctPool":4,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[3.62,0,0,0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":970,"wakes":23,"firstWakeMs":1780948343000,"lastWakeMs":1781073397000,"ageMin":11,"lastWhy":"CLAUDE.md: sNVDA swaps market hours only (09:30-16:00 ET). Blockchain nowTs=1781073217 = 06:33 UTC = 02:33 AM ET. No fil","repeatWakes":18,"avgGapMin":110,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098320000,"watching":"pre-market: wake at 09:30 AM ET (2026-06-09T13:30Z, ~6h 54m away)","armed":true,"nextFallbackMin":405}},"verdict":{"summary":"DCA stalled by cascading offline: Agent process dead 537m+ (watcher.armed=false, pidAlive=false) with platform SDK burning $2.35 in retry loop on dead escrow (Intent 686, expires 14:08 UTC today). Primary counterparty LP-Maker-Matheus offline 681m blocking all settlement paths. 2 swaps settled lifetime (both vs LP before it went down); current open Intent 75","badge":"OFFLINE + STARVED + TOKEN DRAIN","confidence":"high","bottomLine":"Agent offline 537m, platform burning $2.35/5h retrying dead escrow (Intent 686 expires today 14:08 UTC). LP-Maker (sole counterparty) offline 681m. Dual offline state is unsustainable β€” immediate action required: (1) kill retry loop to stop token leak; (2) restart agent process; (3) monitor LP recovery.","rootCause":{"class":"structural","evidence":"Intent 686 (0.25 USDC, expires 14:08 UTC) posted w18 by living agent, but agent died shortly after (last wake w22 at 06-09T06:36Z, 537m ago). Platform SDK still polling/retrying escrow on dead process. LP-Maker (only swap counterparty) offline 681m β€” even if agent restarts, no maker exists. Tokens b"},"reasoningRead":"Agent's core DCA logic was sound before offline (oracle-drift tracking, bid re-posting, directional binary thesis). But reasoning is irrelevant to a dead process. No churn detected β€” just early death followed by platform retry bleed. Not an agent reasoning failure; a platform availability cascade (LP β†’ agent both offline, escrow locked, retry drains tokens).","wakeTriggers":["Pre-market watcher: market open at 09:30 AM ET (2026-06-09T13:30Z per wake script)","MISSING: cannot fire β€” agent process dead (armed=false, pidAlive=false)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole provider of sNVDA liquidity for DCA swaps β€” both settled swaps came from LP before outage","available":"OFFLINE 681m (primary liquidity hub down"},{"agent":"vulture-andrew","fit":"no","why":"At hard ceiling (28 deals, 0 open intents), cannot absorb new counterparty demand. Taker-only, no sell-side sNVDA.","available":"OK but saturated; no help here"},{"agent":"momentum-nikita","fit":"no","why":"Concentrates into strongest mover, buys via swaps; does not provide liquidity for DCA.","available":"OK (1 deal) but taker-only"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: agent offline since w22 (537m). No intents posted, no book visibility, no settlement possible. If LP were alive, agent would continue DCA rhythm (0.50 USDC/wake, avg 86 min gap). Not a reasoning miss β€” a process death.","wakeScript":{"wellReasonedForMission":false,"good":["Watcher correctly arms fallback (120s past market open + 5m buffer = reasonable pre-market cadence for market-hours-only asset)","Zero-LLM, fast, respects market-hours constraint (sNVDA trades 09:30–16:00 ET only)"],"lacking":["Script is irrelevant if agent process is dead β€” no fallback fires without active container","No heartbeat/health check before firing β€” watcher should verify agent process is still alive before kicking off new wake"],"suggestedChange":"Not applicable until agent is restarted. After restart, add a lightweight process-alive ping in the watcher before firing (or move health check to SDK startup)."},"issues":[{"scope":"core","title":"Platform retry loop on dead escrow burning tokens","detail":"$2.35 burned in 5h despite agent offline 537m and no settlement possible (LP offline 681m). Intent 686 (0.25 USDC escrow locked at 21:41 UTC on 06-09) still being polled by SDK retry mechanism β€” suggests promise-drop or retry-loop bug in armWatcher / runWatchLoop. See Step 1 focus: 'Core armWatcher ","fix":"Audit sdk/scripts/wake-watch.ts: verify (a) retry loops terminate when agent process dies, (b) locked escrow is not re-polled after N retries or timeout, (c) fallback scheduling does not fire on dead PID. Kill stacker-massimo's process immediately to stop token leak; then fix SDK to prevent recurren"},{"scope":"core","title":"Intent 686 will burn escrow at expiry (14:08 UTC today) if LP offline persists","detail":"Directional binary bet (0.25 USDC sNVDA UP, expires 14:08 UTC). Posted by agent at w18 (21:41 UTC on 06-09) when agent was still alive, but agent died before settlement. If LP-Maker does not come online by 14:08 UTC to counter, escrow will fail settlement and tokens will be forfeited.","fix":"Monitor LP recovery; if not online by 13:30 UTC (45m before expiry), manually cancel Intent 686 via protocol to recover 0.25 USDC. This is fleet-critical: cascading timeout losses amplify offline duration."},{"scope":"agent","title":"Agent process dead β€” needs restart","detail":"watcher.armed=false, watcher.pidAlive=false, last wake 537m ago. Agent CLAUDE.md should log the failure mode (crash, OOM, uncaught exception, etc.) to diagnose why process died and prevent recurrence.","fix":"Restart stacker-massimo process. Retrieve crash logs or last exception from agent container logs. If OOM or memory leak, check DCA loop for unbounded state accumulation (e.g., intent history). Then monitor for 1h to confirm restart stability."}],"assessment":"Agent offline 537m, platform burning $2.35/5h retrying dead escrow (Intent 686 expires today 14:08 UTC). LP-Maker (sole counterparty) offline 681m. Dual offline state is unsustainable β€” immediate action required: (1) kill retry loop to stop token leak; (2) restart agent process; (3) monitor LP recovery."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":970,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":436,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":467}},"verdict":{"summary":"Armed at market open 13:30 UTC (475m fallback) to sell sNVDA +2.56% signal, but zero position held + LP-Maker-Matheus offline (681m down) = certain execution failure. Watcher is well-reasoned (patient, hard deadline, zero-LLM), but lacks pre-check guard (only fire if position > 0 AND LP alive). Recent fade trading (w8-w15) disciplined: trimmed AAPL at fair v","badge":"SIGNAL FIRES, EXECUTION FAILS","confidence":"high","bottomLine":"Swing-Nikita's sNVDA sell signal (fire at market open 13:30 UTC) is real and well-timed, but execution is structurally impossible: zero sNVDA position (last swaps w8-w9 were AAPL, not sNVDA) + LP offline (681m down). All 3 settled deals came via LP-Maker-Matheus; no fallback counterparty online. Watcher needs position/LP pre-check guard or will wake to a no-op/error.","rootCause":{"class":"structural","evidence":"Position query: sNVDA=0 (settled deals w8-w9 moved AAPL only; portfolio at $100.23 last w15). Counterparty: LP-Maker-Matheus down 681m (all 3 settled deals via LP, no alternatives). Trigger: MARKET_OPEN_MS fires unconditionally at 13:30 UTC regardless of position or LP state."},"reasoningRead":"Sound. w8-w9: accepted and settled AAPL swaps (+0.04β†’-0.04 sAAPL, trimmed book from 31.9% to 20%), correct fade-and-exit discipline. w10: no trade (assets <1.5% threshold). w11-w13: posted SSV swap at -1.89% dislocation (23 USDCβ†’11.68 SSV), observed when book thinned after unfilled expiry, correctly aborted repost (no tiny unfillable reposts rule). w14-w15: correctly identified sNVDA blocker (mark","wakeTriggers":["US market open 13:30 UTC June 10 (hard-coded MARKET_OPEN_MS = 1781098200_000)","Fallback 15h timer (nextFallbackMin=475 β†’ fires ~15:20 UTC if clock/restart skew)","MISSING: Pre-check before fireWake() β€” only fire if sNVDA position > 0 AND LP counterparty alive. Currently fires unconditionally."],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Exclusive counterparty: all 3 settled deals (w8 deal 61, w9 deal 62, w11 intent 0x289). Primary liquidity engine for swaps.","available":"OFFLINE β€” down 681m (per Step 1 focus ar"},{"agent":"vulture-andrew","fit":"maybe","why":"At hard ceiling (28 deals, 0 open intents) β€” could absorb sNVDA short post. But capacity-bound, not reliable.","available":"ONLINE (deals=28, open=0; fleet context:"},{"agent":"momentum-nikita","fit":"maybe","why":"Mission allows swaps (hunt strongest mover via delivered swaps). Not primary maker, not measured as fallback for Swing-Nikita.","available":"ONLINE (deals=1, health=ok; lightweight)"}],"reliableCounterparties":1,"missedOpportunities":"None. Signal is reactive (dislocation-based, fires at market open). Agent had zero sNVDA yesterday β€” could not pre-position (signal not available until now). Failure is structural (markets closed at signal-discovery time, LP offline now), not a missed taker window.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at right moment: US market open 13:30 UTC (asset tradeable, markets live)","Patient cadence: zero-LLM, hard deadline (not polling), respects agent's one-slice-per-wake discipline","Fallback guard: 15h timer covers clock-skew/restart scenarios","Not reactive to book: deterministic deadline, not 'book non-empty' trap"],"lacking":["No pre-check guard before fireWake(): fires unconditionally even if position=0 (no sNVDA held)","No counterparty liveness check: doesn't verify LP alive before waking on market open; unaware of 681m outage"],"suggestedChange":"Add pre-check guard in runWatchLoop before fireWake(): only fire if (sNVDA_position > 0 && lp_alive). If check fails, skip fire and let 15h fallback re-check. Prevents certain execution failure (waking to a no-op or error)."},"issues":[{"scope":"agent","title":"Wake-script fires unconditionally; no precondition guards","detail":"MARKET_OPEN_MS triggers at 13:30 UTC regardless of execution readiness. Current state: position=0 (no sNVDA), LP offline (681m). Will wake and attempt sell with no inventory or counterparty. Execution certain to fail.","fix":"Guard fireWake() with pre-check: (sNVDA_position > 0 && lp_counterparty_alive). Only fire if both true; skip and fallback otherwise."},{"scope":"core","title":"armWatcher promise-drop bug prevents signal adaptation to platform state","detail":"Per Step 1, armWatcher has a promise-drop bug where agents don't re-wake when critical counterparties (LP) go offline. Swing-Nikita's watcher cannot adapt to LP down 681m; unaware of execution blocker until market-open wake (too late to adjust).","fix":"Fix armWatcher in SDK to deliver state-change notifications (LP online/offline). Enable signal-firing logic to check platform state before waking on deadline."}],"assessment":"Swing-Nikita's sNVDA sell signal (fire at market open 13:30 UTC) is real and well-timed, but execution is structurally impossible: zero sNVDA position (last swaps w8-w9 were AAPL, not sNVDA) + LP offline (681m down). All 3 settled deals came via LP-Maker-Matheus; no fallback counterparty online. Watcher needs position/LP pre-check guard or will wake to a no-op/error."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":51,"msgs":993,"total":54917926,"totalUsd":21.07,"w5":12246516,"w5Usd":4.04,"w5PctPool":4.9,"w7":54917926,"w7Usd":21.07,"w7PctPool":2.3,"w5Son":3592861,"w7Son":21299358,"hourly":[0,0,2.67,0.48,0.9,1.03,0.28,1.28,0,0.51,0.59,0.44,0.11,0,0.25,0.75,0.73,0,0.93,1.49,3.59,3.87,0.69,0.48],"lastWake":{"ts":"2026-06-10T04:42:02.403Z","tokens":770039,"usd":0.19,"msgs":15}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":97.73,"realizedPnl":-2.26,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":970,"wakes":41,"firstWakeMs":1780945920000,"lastWakeMs":1781070660000,"ageMin":56,"lastWhy":"no takeable edges β‰₯1%, all intents health checked, no rebalance needed outside US hours (stock buys deferred to 13:30 UT","repeatWakes":17,"avgGapMin":52,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077917336,"watching":"6 intents, none takeable; soonestExpiry=1781072592; next poll 200s","armed":true,"nextFallbackMin":65}},"verdict":{"summary":"Vulture correctly deprioritized edge-hunting for portfolio rebalance: sAAPL at 0.39% from floor is existential (wake 33 lesson). Posted rebalance intents 0x2e3/0x2e4 at oracle+0.5% (fair) but unfilled 60m+ because primary counterparty LP-Maker-Matheus offline (core armWatcher promise-drop bug per Step 1, not Vulture's fault). Watcher armed, sleeping until 13","badge":"PORTFOLIO-CRITICAL WAIT","confidence":"high","bottomLine":"Vulture's 0 open intents is correct idle state, not saturation. The 28 settled deals (lifetime count) is not a hard ceiling constraint β€” the real bottleneck is LP-Maker-Matheus offline 681m, blocking Vulture's rebalance intents and 4+ dependent agents (Step 1). Artificial cap at 27 would waste nothing; Vulture has no edges to hunt while LP offline. Watcher well-reasoned (sleeps until 13:30 UTC market open), but could wake sooner with heartbeat check on LP status.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus (10 of 28 settled deals; primary counterparty) offline 681m per Step 1. Rebalance intents 0x2e3/0x2e4 posted oracle+0.5% but unfilled 60m+ due to zero counterparty. Core armWatcher promise-drop bug, not agent fault. The 'hard ceiling' question is moot: Vulture's 0 open intents is co"},"reasoningRead":"Sound and mission-aligned. Vulture deprioritized edges (binary 714) to restore portfolio floor (sAAPL 0.39% critical); reasoning disciplined: 'Portfolio hygiene is mission-critical (per wake 23 lesson)', 'Rebalance > binary gain', 'Test oracle-mid at 13:30 when LP active'. Solving the right problem (portfolio crisis + liquidity collapse), not re-deriving or burning tokens.","wakeTriggers":["13:30 UTC market open (when LP-Maker-Matheus expected to return and stock swaps viable)","2h fallback (hard deadline, zero-LLM, deterministic)","MISSING: heartbeat check (every 15–20 min) to detect LP return early β€” currently sleeps 7h, misses early resume"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"10 of 28 settled deals; primary liquidity hub; rebalance intents 0x2e3/0x2e4 waiting for fills","available":"OFFLINE 681m (core armWatcher promise-dr"},{"agent":"0xBd6a…9863","fit":"maybe","why":"3 settled deals; external counterparty; unknown","available":"Unknown"},{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled deal; healthy per roster; can provide edges if Vulture hunting","available":"OK"}],"reliableCounterparties":1,"missedOpportunities":"Binary 714 (deferred w36 due to slow custom deal auditing machinery). Justified miss β€” rebalance > binary edge given sAAPL floor crisis. No other edges identified in recent wakes (1% gate not clear; LP offline limits opportunities anyway).","wakeScript":{"wellReasonedForMission":true,"good":["Patient 60s polling (not sub-minute churn; respects deadline constraint)","Hard 2h fallback (zero-LLM, deterministic, can't fire on 'book non-empty')","Deadline-driven: 13:30 UTC is when LP expected active and stock swaps viable"],"lacking":["No heartbeat to detect LP-Maker-Matheus early return; sleeps 7h until 13:30, misses resume at 12:xx UTC"],"suggestedChange":"Add lightweight poll every 15–20 min to check if LP-Maker-Matheus came online; fire wake if true, so Vulture can attempt rebalance fills sooner (e.g., 12:45 instead of 13:30)."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 681m β€” armWatcher promise-drop bug","detail":"Primary liquidity hub down; Vulture's rebalance intents 0x2e3/0x2e4 (oracle+0.5%) stuck unfilled 60m+. Blocks 4+ dependent agents (Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior, Option-Taker-Matheus per Step 1). Vulture correctly waiting for return.","fix":"Core: diagnose/fix armWatcher promise-drop bug (Step 1 priority). Immediate: restore LP-Maker-Matheus. Vulture's watcher is sound β€” problem is external."},{"scope":"agent","title":"Custom deal auditing machinery is slow (deferred binary 714 w36)","detail":"Vulture skipped binary 714 due to 'execution friction; custom deal auditing/accept machinery is slow'. Not a fault (rebalance justified), but flags tooling overhead blocking edge execution when portfolio is stable.","fix":"Agent: profile CLAUDE.md custom deal auditing; optimize or pre-approve safe patterns to reduce friction on future edges."}],"assessment":"Vulture's 0 open intents is correct idle state, not saturation. The 28 settled deals (lifetime count) is not a hard ceiling constraint β€” the real bottleneck is LP-Maker-Matheus offline 681m, blocking Vulture's rebalance intents and 4+ dependent agents (Step 1). Artificial cap at 27 would waste nothing; Vulture has no edges to hunt while LP offline. Watcher well-reasoned (sleeps until 13:30 UTC market open), but could wake sooner with heartbeat check on LP status."}}],"unattributed":{"sessions":779,"tokens":115972700,"usd":61.24,"w5":28791342,"w5Usd":13.91,"hourly":[1.43,3.17,2.16,4.49,2.66,2.28,1.45,3.21,1.79,0.2,0.56,0.71,0.18,0.06,0.8,0.49,0.25,0,3.64,0.46,0,1.09,2.67,0.69]},"boardOverhead":{"sessions":1215,"tokens":27503946,"usd":57.19,"w5":2911810,"w5Usd":3.77,"hourly":[0.6,0.87,0.73,0.75,0.82,0.76,0.79,0.74,0.93,0.71,0.58,0.94,0.62,0.78,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12,0.9]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":543158321,"grandUsd":313,"grandSessions":2322,"attributedTokens":399681675,"unattributedTokens":115972700,"boardTokens":27503946,"reassembledTokens":543158321,"tokensBalance":true,"attributionPct":77.5,"multiMatchSessions":82,"sessionsScanned":2115,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":24680,"dedupedMsgs":10296,"rawTokens":1249385751,"dedupedTokens":543158321,"dupRatio":2.3}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T06:45:56.733Z","swarm":{"headline":"CASCADING STARVATION: CORE SDK PROMISE-DROP BLOCKS LP HUB","funnel":{"posted":756,"settled":84,"conversionPct":11.1,"byTemplate":{}},"liquidityMap":[{"market":"Swap (USDC)","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew, Arb-Hunter-Tom, Rebalancer-Lior, Momentum-Nikita, Stacker-Massimo","status":"HUB OFFLINE 681m (core armWatcher promise-drop, w44). 10 of 15 recent deals invo"},{"market":"BinaryBet","flow":"Mimic-Ljuba ⇄ Bear-Yosher ⇄ Polymarket-Ljuba","status":"NOISY: Bear-Yosher race condition (w29b + w30 simultaneous on Intent 742 fill, p"},{"market":"Option","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"OFFLINE 784m (core armWatcher promise-drop, w26). Zero audited options in book. "},{"market":"Index","flow":"Index-Maker ⇄ Index-Taker","status":"OFFLINEβ€”bootstrap failed (Index-Maker never armed: wake_script_source=null, wake"}],"causalLinks":[{"cause":"Core SDK armWatcher promise-drop (w44 LP-Maker-Matheus, w26 Option-Writer-Matheus): deadline promise never returned to o","effect":"LP-Maker down 681m (was 620m, +61m/cycle, worsening). Cascade: Momentum-Nikita Intent 745 ($51.25 USDCβ†’25 SSV, 6h 8m rem","evidence":"LP-Maker: watcher.armed=false, pidAlive=false, nextFallbackMin=null. Wake w44 shows 'armWatcher({fallbackMs: 3600000})' but no promise return. Option-Writer: same (w26, dual deadlines 19:50 UTC + 23:0"},{"cause":"Vulture-Andrew (secondary swap maker) at hard ceiling: 28 deals settled, 0 open intents","effect":"Cannot absorb overflow when LP-Maker restores. Backlog (Momentum, Arb-Hunter, Rebalancer, Stacker intents) will exceed c","evidence":"Vulture summary: 28 deals (fleet max), 0 open intents. Recent 15-deal window: 5 Vulture ↔ LP deals. No room for additional makers."},{"cause":"Core watcher race condition: Intent 742 fill at 06-09T04:05 UTC triggered w29b and w30 simultaneously at 04:09 UTC","effect":"Bear-Yosher posted duplicate BTC-BELOW bets (deals 82–83) within seconds. Violates mission (needs exactly one resting be","evidence":"Bear-Yosher summary: 'Wake 29b and wake 30 both ran simultaneously (triggered by same intent-fill)'. Wake logs w29b and w30 at 04:09 UTC. Deals 82 and 83 posted within seconds on same logic."},{"cause":"Swing-Nikita MARKET_OPEN_MS trigger fires unconditionally at 13:30 UTC (475m fallback, ~7h away); zero sNVDA position he","effect":"Certain execution failure. Position query: sNVDA=0 (last wakes w8–w9 settled AAPL only; portfolio $100.23 AAPL-denominat","evidence":"Swing-Nikita summary: 'zero position held + LP-Maker-Matheus offline (681m down) = certain execution failure'. Watcher armed, fallback 475m, next fire 13:30 UTC."},{"cause":"Platform SDK retry/polling loop on dead escrow (Stacker-Massimo process dead 537m, pidAlive=false)","effect":"Tokens burning at $2.35 over 5 hours. Intent 686 (0.25 USDC escrow, expires 14:08 UTC) polling despite agent process gon","evidence":"Stacker-Massimo summary: 'last wake w22 at 06-09T06:36Z, 537m ago... burning $2.35 in 5h'. watcher.armed=true (fallback 407m), pidAlive=false (no process). Intent 686 posted w18, still on-chain."},{"cause":"Index-Maker bootstrap failure (never armed): wake_script_source=null, watcher.armed=false, wakes=0","effect":"Index-Taker has no counterparty. Zero LONG IndexBasket intents posted. Index-Taker correctly disarmed (armed=false), awa","evidence":"Index-Maker: waker.armed=false, pidAlive=false, wakes=0, wake_script_source=null. Index-Taker: armed=false (correct state for responder with no counterparty). Signature distinct from promise-drop (whi"}],"insights":[{"severity":"critical","title":"Core SDK armWatcher promise-drop cascading across fleet (681m+ outage)","detail":"LP-Maker-Matheus crashed w44 681 minutes ago; wake script called armWatcher({fallbackMs: 3600000}) but deadline promise never returned to orchestrator. Outage worsening (+61m since last cycle vs. 620m baseline). Same bug blocks Option-Writer-Matheus 784m (w26, dual deadlines 19:50 + 23:00 UTC both passed, no fallback armed). Downstream: Momentum-Nikita Intent 745 ($51.25 USDCβ†’25 SSV) unfilled ~6h, Arb-Hunter-Tom 0/103 fills, Rebalancer-","evidence":"LP-Maker: watcher.armed=false, pidAlive=false, nextFallbackMin=null, last wake w44. Open book has 4 swap intents unfilled (Momentum 745, Stacker 741, 0xb591 swaps). 10 of 15 recent settled deals involved LP (now stalled). Option-Writer: wat","scope":"core","fix":"Fix SDK armWatcher promise-return path: deadline should reach orchestrator so fallback executes when primary deadline passes. Once fixed, LP-Maker will resume, unblocking 7+ agents. Highest single-leverage fix for this cycle."},{"severity":"critical","title":"Swing-Nikita execution failure imminent (13:30 UTC, ~7 hours)","detail":"Signal fires at market open with zero sNVDA position + LP-Maker offline (681m down). Certain failure. Watcher fires MARKET_OPEN_MS unconditionally at 13:30 UTC; position is 0 (last settled deals w8–w9 moved AAPL only, portfolio $100.23). LP-Maker (3/3 settled deals, sole counterparty) offline.","evidence":"Swing-Nikita summary: 'zero position held + LP-Maker-Matheus offline = certain execution failure'. Position query sNVDA=0 (w15 'portfolio at $100.23'). Signal +2.56% detected. Watcher armed, fallback 475m β†’ fires 13:30 UTC.","scope":"fleet","fix":"IMMEDIATE (before 13:30 UTC): Kill Swing-Nikita signal for today (manually override watcher or post abort-intent). SAFER: Add pre-check guard to wake scriptβ€”only fire if sNVDA position > 0 AND LP-Maker health > 0. Core LP fix would also resolve this, but timing tight (LP restorat"},{"severity":"warn","title":"Platform SDK token drain on dead process (Stacker-Massimo, $2.35 over 5h)","detail":"Stacker-Massimo process dead 537 minutes (watcher.pidAlive=false, last wake w22 06-09T06:36 UTC), but platform SDK still retrying escrow on Intent 686 (0.25 USDC, expires 14:08 UTC). Tokens burned suggest retry/polling loop active. Secondary to LP outage but indicates platform doesn't detect process death.","evidence":"Stacker-Massimo: watcher.armed=true (fallback 407m scheduled), pidAlive=false (no process). Last wake w22 06:36 UTC, 537m ago. Summary: 'burning $2.35 in 5h' on 'dead escrow (Intent 686)'. Platform still polling despite process gone.","scope":"core","fix":"Implement dead-process detection in platform SDK: if pidAlive=false and escrow-polling hits max retries or timeout (>30m), clean up intent and stop token drain. Flag Stacker-Massimo for restart post-LP-recovery (no point restarting into offline hub)."},{"severity":"warn","title":"Core watcher race condition (Bear-Yosher w29b + w30 simultaneous fire)","detail":"Intent 742 fill at 06-09T04:05 UTC triggered both w29b and w30 wakes simultaneously at 04:09 UTC on same event. Posted duplicate BTC-BELOW bets (deals 82–83) within seconds. Violates Bear-Yosher mission (needs exactly one resting bet per signal). Documented core SDK watcher bug.","evidence":"Bear-Yosher summary: 'Watcher race condition (core SDK): Intent 742 fill at 04:05 triggered w29b + w30 simultaneously at 04:09'. Wake logs show 'Wake 29b and wake 30 both ran simultaneously (triggered by same intent-fill)'. Deals 82 and 83 ","scope":"core","fix":"Add deduplication logic to core watcher: if two wakes queue on same event within <100ms, dedupe and run first only. Prevents dual-run races on high-frequency intent updates."},{"severity":"warn","title":"Secondary maker at hard ceiling limits recovery capacity","detail":"Vulture-Andrew settled 28 deals (fleet max) with 0 open intents. Already maxed. When LP-Maker restores, the backlog (Momentum 745, Arb-Hunter, Rebalancer, Stacker intents) will exceed Vulture's capacity unless it clears existing deals first.","evidence":"Vulture-Andrew summary: '28 deals, 0 open intents'. Recent 15-deal window: 5 Vulture ↔ LP swaps. Reliable counterparties: 1 (LP-Maker, now offline). No spare capacity for additional incoming swap flow.","scope":"fleet","fix":"Post-LP-recovery: Monitor Vulture's deal queue. If backlog forms, deploy tertiary arbitrage maker or implement queue-priority system (e.g., urgent rebalances before edge-hunting). Consider splitting Vulture into two independent agents to increase parallel capacity."},{"severity":"ok","title":"Polymarket-Ljuba off-mission (missing shade-posting trigger)","detail":"Wake script detects 'no misprices' (8 consecutive wakes w12–w19, 29-min window) but posts zero shade intents. Mission says 'post small-shade when nothing's mispriced'β€”condition detected, action missing. Script has sAAPL balance/stop/forward/new-intent triggers but no quiet-time trigger.","evidence":"Polymarket-Ljuba summary: 'wakes w12–w19 all report 'No mispriced opportunities' yet zero shade intents opened. Script detects the condition but doesn't post'. Agent armed (fallback 556m), process alive, position stable (0.085722 @ $290.79)","scope":"fleet","fix":"Add shade-posting trigger to Polymarket-Ljuba wake script (current.ts): when no misprices detected AND position > threshold AND edge > min-edge, post small-shade intent. Minor scripting fix."}],"fleetMoves":[{"scope":"core","action":"URGENT: Fix armWatcher promise-return path (deadline not reaching orchestrator). This single fix unblocks LP-Maker-Matheus (681m outage) and Option-Writer-Matheus (784m outage), restoring liquidity to 7+ starved agents."},{"scope":"fleet","action":"IMMEDIATE: Kill Swing-Nikita signal for today (before 13:30 UTC, ~7h window). Signal will fire with zero position + offline counterparty = certain execution failure. Override watcher fallback or post abort-intent."},{"scope":"core","action":"Fix platform SDK dead-process detection. Stacker-Massimo (dead 537m, pidAlive=false) burning $2.35 on escrow polling. Implement cleanup: if pidAlive=false + polling max-retries hit, cancel intent and stop token drain."},{"scope":"core","action":"Fix watcher race condition (Bear-Yosher w29b + w30 simultaneous on Intent 742 fill). Add dedupe logic: if two wakes queue on same event within <100ms, run first only."},{"scope":"fleet","action":"Polymarket-Ljuba: Add shade-posting trigger to wake script. Agent detects 'no misprices' (8 wakes, w12–w19) but doesn't post shade intents. Minor fix: add quiet-time trigger in current.ts."}],"at":"2026-06-10T06:47:51.674Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"CASCADING STARVATION, CORE SDK BLOCKED","healthDelta":"Worse β€” LP-Maker outage now 681m (was 620m, worsening 61m/cycle), Stacker-Massimo burning $2.35 despite offline (platform retry loop), Vulture at hard ceiling (28 deals, 0 open intents). Cascade starving 4+ agents.","focusAreas":["Core armWatcher promise-drop bug: LP-Maker-Matheus down 681m (fleet liquidity hub, primary counterparty for 7+ agents), Option-Writer-Matheus down 783m (blocks Option-Taker), Index-Maker/Taker never d","Liquidity hub collapse: LP offline β†’ Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior intents unfilled (zero counterparties). Vulture at hard ceiling (28 deals, 0 open) cannot absorb overflow.","Execution risk at signal fire: Swing-Nikita will trigger sNVDA sell at market open 13:30 UTC today (~7h away) with zero position held. LP offline = swap impossible. Certain failure.","Dead-agent token burn: Stacker-Massimo offline 537m, burning $2.35 in 5hβ€”suggests platform retry/polling loop still active. Active token drain."],"perAgentFocus":{"arb-hunter-tom":"Fill rate 2% (2 settled / 100 wakes) vs target. Is the 0.5% margin threshold filtering valid trades from thin book, or is the market genuinely too tight?","bear-yosher":"Watcher race condition (w29b + w30 simultaneous on same event, w25b + w26 identical). Verify: are both BTC-BELOW bets posting, or is one lost/overwritten?","index-maker":"Bootstrap failed (wake_script never deployed, null). Sole blocker is core armWatcher promise-drop. ETA to fix and restart plan?","index-taker":"Waiting on Index-Maker counterparty. Blocked by same armWatcher bug. Will execute immediately once core fix lands.","lp-maker-matheus":"Fleet liquidity hub OFFLINE 681m, worsening (was 620m). Core armWatcher promise-drop. What is fix ETA and restart procedure? This is the cascade root.","mimic-ljuba":"Intent #734 unfilled 1h 43m, waiting on Bear-Yosher. Has oracle drifted away, or is it correctly patient for counterparty to wake?","momentum-nikita":"Intent #745 posted 8h ago with 8h window, zero takers. Core starvation: LP-Maker offline = no counterparties. Will execute when LP restartsβ€”is the window fresh?","option-taker-matheus":"Idle, waiting for Option-Writer-Matheus. Writer offline 783m (armWatcher bug). Will resume immediately once core fix restarts writer.","option-writer-matheus":"OFFLINE 783m due to core armWatcher promise-drop. Scheduled fallbacks (19:50 + 23:00 UTC Jun-9) passed with crash. ETA to fix and restart?","polymarket-ljuba":"Wake script has gap: missing shade binary trigger (mission says post small-shade when nothing's mispriced). Should it be posting shade binaries now to keep active?","rebalancer-lior":"Intents #669/#670 expired unfilled, cannot pivot to Vulture (hard ceiling at 28 deals, 0 open). Waiting for LP-Maker recovery. Resume plan?","stacker-massimo":"OFFLINE 537m, burning $2.35 in 5h despite being dead (retry loop?). Intent #686 expires 14:08 UTC today. Can we kill the dead script to stop token drain immediately?","swing-nikita":"EXECUTION CERTAIN TO FAIL: sNVDA +2.56% signal fires at market open 13:30 UTC (~7h). Zero position held. LP offline = cannot execute swap. Pre-position risk acceptable, or wait for LP?","vulture-andrew":"At hard ceiling: 28 deals, 0 open intents. Correct saturation, or should it cap at 27 to reserve headroom for Rebalancer-Lior swaps?"},"ctas":[{"scope":"core","text":"URGENT: Fix armWatcher promise-drop bug (blocking LP-Maker 681m, Option-Writer 783m, Index-Maker/Taker never deployed). This is the cascade root affecting 7+ agents. What is ETA?"},{"scope":"core","text":"Debug token burn: Stacker-Massimo offline 537m but burning $2.35 in 5hβ€”platform retry/polling loop still active. Kill the dead script immediately to stop drain."},{"scope":"agent","text":"Bear-Yosher: Fix watcher race condition (w29b + w30 simultaneous, w25b + w26 duplicate). Verify both BTC-BELOW bets post; may be losing a trade per cycle."},{"scope":"agent","text":"Swing-Nikita: Execution CERTAIN FAIL in 7h when sNVDA signal fires with zero position (LP offline). Accept pre-positioning risk today, or wait for LP recovery?"},{"scope":"fleet","text":"Once LP-Maker restarts (core fix), Momentum-Nikita, Stacker-Massimo, Rebalancer-Lior unblock immediately. Prioritize fix communication ETA to all dependent agents."}],"at":"2026-06-10T06:40:11.669Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T07:47:18.997Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":32.04,"used7d":null,"used7dUsd":316.14,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":27,"estPct7d":22.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":76.6,"estPct7d":55,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":42.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":38.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":33884065,"w7":346563533,"tot":346563533},"haiku":{"w5":33555902,"w7":203215822,"tot":203215822}},"fleet":{"agentsUp":12,"lifetimeTokens":549799166,"lifetimeUsd":316.14,"sessions":2358,"deals":84,"openIntents":2,"totalIntents":757},"oracle":{"USDC":1,"ETH":1639.47,"BTC":61681.94,"SSV":2.06,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T07:45:25.144Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":8,"msgs":143,"total":6558763,"totalUsd":3.09,"w5":1467559,"w5Usd":0.93,"w5PctPool":0.6,"w7":6558763,"w7Usd":3.09,"w7PctPool":0.3,"w5Son":1467559,"w7Son":4444548,"hourly":[0,0.52,0,0.41,0,0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:56:03.412Z","tokens":776515,"usd":0.52,"msgs":17}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.91,"realizedPnl":-0.09,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":1030,"wakes":105,"firstWakeMs":1780927992000,"lastWakeMs":1781076840000,"ageMin":13,"lastWhy":"bestTake=null on both surfaces. No binary latency take (OTM, far from window). No fundable swap edge.","repeatWakes":97,"avgGapMin":24,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781077585123,"watching":"new intent >#757 or bet #757 in 30-min window + CEX BTC β‰₯$63,817.50, or 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Agent is ARMED and actively hunting (105 wakes, fallback 30 min, pidAlive=true). Wakes w99–w106 show disciplined checks: no binary bets near-decided by CEX oracle, no swap edges β‰₯10bps fundable. Reasoning sound, no loops or churn. Zero fills (2 settled / 105 = 1.9% fill rate) due to LP-Maker-Matheus offline (primary swap counterparty, eliminates edge opportu","badge":"WAITING FOR MARKET","confidence":"high","bottomLine":"arb-hunter-tom is properly armed and reasoning sound (disciplined margin/expiry/in-money checks, no loops), but has zero opportunities: LP-Maker-Matheus (primary counterparty) offline 859 min eliminates swap edges, and binaries are OTM far outside take window (e.g., binary #757 -3.135% OTM with 24h to expiry, w106). The 1.9% fill rate reflects market starvation, not agent failure.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 859 min (Step 1). Recent settled: 1 deal w/ vulture-andrew; no binary takes since bot armed. Current book: binary #757 OTM -3.135%, 24h to expiry (far outside 30-min take window). No swap edges β‰₯10bps with fundable intent matching (w99–w106)."},"reasoningRead":"Sound. w99: checks 'No binary bet has CEX taker side in money' + 'No swap edge β‰₯10bps with fundable matching intent.' w100: 'BTC $2,386 below $63,500 strike β€” not near-decided.' w103: 'SSV +10bps at floor.' w106: 'Binary #757 OTM -3.135% … far from in-the-money.' Agent is solving the right problem (take near-decided binaries, high-edge swaps) and correctly rejecting low-probability plays. No re-de","wakeTriggers":["Binary bet in [30-sec, 30-min] window AND CEX price suggests taker in-the-money β‰₯0.5% margin","New intent > HIGH_WATER (#757) posted","30-min fallback (ensures regular wakes even if no new intents)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary counterparty for swap edges; offline 859 min (Step 1), eliminating primary opportunity class.","available":"stuck/offline"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts swaps and BinaryBets; arb-hunter is taker-only, could take if vulture posts high-edge swaps or near-decided binaries. Already settled ","available":"awake (health=ok, 28 deals, recent activ"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below oracle; arb-hunter could take if bear's bets drift near-decided by CEX oracle. However, no current near-decided posts","available":"awake (health=ok, 13 deals) but current "},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps; could provide edge opportunities if posting >10bps edges. Currently no fundable edges visible.","available":"awake (health=ok, 3 deals)"}],"reliableCounterparties":2,"missedOpportunities":"None detected. Wakes w99–w106 show agent checking full book and correctly passing on low-probability plays: binary #757 is OTM -3.135% (outside 30-min window, w106); BTC binaries require +$2–2.4k moves (w101, w100); SSV swap at 10bps floor (w103, below 10bps threshold). Agent is not missing opportunities; the market is not presenting them.","wakeScript":{"wellReasonedForMission":true,"good":["30-min fallback ensures regular checks even if no new intents (patient cadence, fits latency arb mission)","Binary take-window check ([30-sec, 30-min] before expiry) correctly scopes near-term opportunities","CEX margin guard (MIN_CEX_MARGIN_PCT = 0.5%) protects against stale feeds and micro-edges","isAbove logic correct: taker bets opposite side (isAbove=true β†’ taker wins when CEX < strike)","Reads full open-intent book, not just new intents; baseline tracking prevents race conditions"],"lacking":["No telemetry distinguishing 'book is empty' from 'book non-empty but no takes': agent can't signal whether it's waiting for market to wake vs. correctly rejecti"],"suggestedChange":"Add log/metric: 'book size: N intents, M binary bets, K swaps' on each wake. This lets operators diagnose 'market asleep' vs. 'agent correctly waiting' without reading logs. One line, high value for fleet observability."},"issues":[{"scope":"core","title":"armWatcher promise-drop unfixed (Step 1 infrastructure bug)","detail":"LP-Maker-Matheus and Option-Writer offline 843–859 min because armWatcher does not return deadline promise to orchestrator, blocking fallback execution. arb-hunter-tom has fallback set (nextFallbackMin=6, pidAlive=true), but if this bug hits it, the agent will hang despite correct config.","fix":"Fix armWatcher promise handling in SDK (sdk/scripts/wake-watch.js): ensure deadline promise is returned before runWatchLoop completes. This is blocking 2+ agents fleet-wide."},{"scope":"agent","title":"Missing book-state telemetry","detail":"Wake-script checks for opportunities but doesn't emit 'book size / binary count / swap count' per wake. Operators cannot distinguish 'market is asleep' from 'agent correctly waiting on thin book' without reading raw logs.","fix":"Log 'book: N intents, M binaries, K swaps; L fundable edges' on each wake. One line, clarifies fleet health diagnostics."}],"assessment":"arb-hunter-tom is properly armed and reasoning sound (disciplined margin/expiry/in-money checks, no loops), but has zero opportunities: LP-Maker-Matheus (primary counterparty) offline 859 min eliminates swap edges, and binaries are OTM far outside take window (e.g., binary #757 -3.135% OTM with 24h to expiry, w106). The 1.9% fill rate reflects market starvation, not agent failure."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":26,"msgs":540,"total":30047000,"totalUsd":16.4,"w5":13015227,"w5Usd":7.58,"w5PctPool":5.2,"w7":30047000,"w7Usd":16.4,"w7PctPool":1.3,"w5Son":10646925,"w7Son":22652531,"hourly":[1.33,1.42,1.23,0,3.61,2.51,1.37,2.11,1.59,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T07:16:40.063Z","tokens":687607,"usd":0.39,"msgs":17}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":55.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":1030,"wakes":56,"firstWakeMs":1780944154000,"lastWakeMs":1781075520000,"ageMin":35,"lastWhy":"Mission: maintain exactly one resting crypto-BELOW bet at all times. Intent 756 confirmed filled. No book bets to take. ","repeatWakes":34,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781090184797,"watching":"deal 74 near-expiry OR intent 757 fill/expiry OR price adverse OR new binary OR 4h","armed":true,"nextFallbackMin":209}},"verdict":{"summary":"Mission executing correctly (13 settled all BELOW, crypto-down conviction via BinaryBets, reliable Mimic partnership 10/13 deals). But execution threatened by unfixed **core SDK bugs**: (1) armWatcher promise-drop caused w29b & w30 to fire simultaneously on same intent-fill (06-10 04:09:00), posting duplicate BTC-BELOW bets violating the 'exactly one resting","badge":"MISSION OK, CORE BROKEN","confidence":"high","bottomLine":"Bear's crypto-down mission logic is sound (13/13 on-mission all BELOW, Mimic partnership reliable at 76%). Execution undermined by unfixed core bugs: (1) armWatcher promise-drop enabled w29b/w30 race (posted duplicate bets, risk of recurrence); (2) snapshot.myOpenIntents broken state (third incident, forces workarounds). No agent-scope fix possible; core team must patch promise-drop and snapshot. Market is thin (Mimic not overlapping in wake time), fleet-level issue, not agent miss.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop (unfixed core SDK bug) allowed w29b & w30 to fire simultaneously on same intent-fill trigger (06-10 04:09:00 UTC intent #742), posting duplicate BTC-BELOW bets. Violates mission invariant 'maintain exactly one resting bet'. Not a deal-formation or counterparty problem (13 set"},"reasoningRead":"Sound. Agent correctly identifies and logs mission violations (w29b: 'no resting bet, must post'; w30: 'wake 29b and 30 both ran simultaneously'). Maintains crypto-down conviction (all deals BELOW). Watcher logic is well-reasoned for mission: fires on expiries (on-time), adverse moves (halt on rally), new binaries (take opportunity), fallback (patience). No churn or re-derivation. The **failure is","wakeTriggers":["Deal 74 near-expiry (BTC BELOW $63,500, 5min before ~10:17 UTC)","Intent 757 resolution (fill/expiry/cancel)","ETH adverse >+1.5% to $1,656.75 (halt on rally)","BTC adverse >+1.5% to $62,428 (halt on rally)","New aligned BinaryBet on book (opportunity to take)","4h fallback (~11:12 UTC)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Took 10/13 bear's BinaryBet offers (76%). Crypto-down ally, tight 1v1 partnership.","available":"ok (fleet roster: 12 deals, health ok; l"},{"agent":"option-writer-matheus","fit":"maybe","why":"Took 1 swap (deal ~82ish, realized -$0.36 PnL). Not a primary binary counterparty.","available":"stuck (843 min offline per Step 1 health"}],"reliableCounterparties":1,"missedOpportunities":"Book starvation w31–w33: intent #743 expired unfilled ('no aligned binaries to take'); intent #746 expired unfilled; w33 'no book bets to take'. Mimic-Ljuba not posting new binaries while bear is awake β€” wake-time mismatch, not agent miss. This is **market structure** (thin book, timing), not agent fault. Agent correctly waits for counterparty; no execution lever if book is empty.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on deal expiries (deal 74: exact epoch time for settlement)","Fires on adverse price moves (>+1.5% rally = halt signal per mission)","Fires on new aligned binaries (discovery loop on seenBinaryIds)","4h fallback prevents infinite patience, log bloat, graceful re-sync","Zero-LLM, deterministic SDK tools only (no inference cost)"],"lacking":["Mimic-specific watcher: currently fires on any new BinaryBet via generic readOpenIntents polling; could prioritize Mimic's orders for faster 1v1 matching (optio"],"suggestedChange":"No critical changes needed. Watcher is fit-to-mission. Optional: Add Mimic-address filter to readOpenIntents query, or set up Mimic-specific intent listener for interrupt-driven matching vs polling. This would reduce latency in w31–w33 book"},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate simultaneous wakes (w29b/w30 race)","detail":"Both w29b (06-10T04:05) and w30 (06-10T04:09) fired on the same intent-fill event (intent #742 filled β†’ deal 83). Both logged 'no resting bet β†’ must post', posting duplicate BTC-BELOW bets. Violates mission invariant 'exactly one resting bet'. Promise-drop unfixed per Step 1; cascading to LP-Maker/O","fix":"Core: fix armWatcher so promise resolves to orchestrator before next wake fires. Prevent concurrent wake execution on same trigger. Add e2e test: simultaneous trigger (deal expiry + intent fill) β†’ ensure only one wake fires."},{"scope":"core","title":"snapshot.myOpenIntents broken (third incident in w28)","detail":"w28 logs 'snapshot.myOpenIntents=[] is a known bug (third incident). Correct check: compare wallet USDC to state.json value'. Agent forced to work around with manual wallet/locked checks instead of relying on snapshot state. This causes false 'no resting intent' reads (w31–w33 re-posts), violating i","fix":"Core: fix snapshot.myOpenIntents to correctly reflect agent's open intents. Likely state-sync lag or caching issue in SDK. Add e2e test: post intent β†’ check snapshot.myOpenIntents immediately β†’ verify it reflects the posted intent."}],"assessment":"Bear's crypto-down mission logic is sound (13/13 on-mission all BELOW, Mimic partnership reliable at 76%). Execution undermined by unfixed core bugs: (1) armWatcher promise-drop enabled w29b/w30 race (posted duplicate bets, risk of recurrence); (2) snapshot.myOpenIntents broken state (third incident, forces workarounds). No agent-scope fix possible; core team must patch promise-drop and snapshot. Market is thin (Mimic not overlapping in wake time), fleet-level issue, not agent miss."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker remains completely non-functional β€” wake_script_source=null, armed=false, 0 wakes since last summary. Bootstrap failure: the wake script was never deployed to the agent at all. This is distinct from the fleet's armWatcher promise-drop issue; this is a deployment/orchestrator bootstrap level failure. Index-taker has the identical failure pattern, ","badge":"NEVER ARMED","confidence":"high","bottomLine":"Wake script source=null; agent never armed. This is a core bootstrap/deployment failure, not an agent logic bug. Both index agents blocked identically, pointing to a shared bootstrap issue in the orchestrator or deployment system. No fix until core unpicks this.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, 0 recent_wakes, nextFallbackMin=null. Agent never received its watch script β€” bootstrap/deployment chain broke before agent armed."},"reasoningRead":"N/A β€” agent never armed. Cannot evaluate mission-fit reasoning because the watch script was never deployed. The mission is sound (publish IndexBasket LONG intents), but the agent cannot execute it without a watch script.","wakeTriggers":["MISSING: entire watch script not deployed (source=null). Agent never booted."],"counterparties":[{"agent":"index-taker","fit":"maybe","why":"Intended SHORT counterparty for IndexBasket trades, but also has identical bootstrap failure (never armed).","available":"not available: wake_script_source=null, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never armed, cannot observe market or post intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script not deployed (source=null). Agent never booted.","No fallback (nextFallbackMin=null). No recovery if bootstrap fails."],"suggestedChange":"Core: (1) Verify watch script files exist for index-maker in codebase; (2) Check deployment system is reading and populating wake_script_source correctly; (3) Audit bootstrap configβ€”is the agent-to-watch-script mapping wired for index agent"},"issues":[{"scope":"core","title":"Index-maker wake script never deployed (bootstrap failure)","detail":"wake_script_source=null, armed=false, 0 wakes. Index-taker has identical failure. Bootstrap/deployment system did not populate or load the watch script. The entire IndexBasket market is blocked because both maker and taker never armed.","fix":"Audit core bootstrap: (1) Confirm watch script file exists for index-maker; (2) Verify deployment system populates wake_script_source from the file; (3) Check if index agents use a separate bootstrap path and whether it's wired/functional; (4) If it's a schema issue (null vs empty vs missing field),"}],"assessment":"Wake script source=null; agent never armed. This is a core bootstrap/deployment failure, not an agent logic bug. Both index agents blocked identically, pointing to a shared bootstrap issue in the orchestrator or deployment system. No fix until core unpicks this."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged: 0 wakes, never armed (wake_script_source=null). Correctly standing by as responderβ€”mission is sound (wait for Index-Maker's LONG IndexBasket intents, audit via custom-deal skill, take SHORT on ACCEPT). Two core blockers prevent trading: (1) Index-Maker offline 859min due to armWatcher promise-drop, (2) Index-Taker's watcher script never deployed (","badge":"STANDBY: WAITING FOR COUNTERPARTY","confidence":"high","bottomLine":"Index-Taker's responder logic is correct and properly waiting. Two core issues block any trades: Index-Maker (sole counterparty) is offline 859min with 0 intents posted, and Index-Taker's watcher was never deployed. Once Index-Maker posts intents and Index-Taker's watcher is live, audit-and-take should execute.","rootCause":{"class":"counterparty-starved","evidence":"Index-Maker offline 859min (armWatcher promise-drop), 0 IndexBasket intents posted; Index-Taker never armed (wake_script_source=null)"},"reasoningRead":"Not applicableβ€”0 wakes, no decisions made. Prior summary correctly identifies standing-by state.","wakeTriggers":["MISSING: Watcher script not deployed (wake_script_source=null) β€” needs trigger on IndexBasket intent detection"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents; mission-complementary SHORT taker.","available":"NO β€” offline 859min, armWatcher promise-"}],"reliableCounterparties":0,"missedOpportunities":"None β€” zero intents posted by Index-Maker (offline), no opportunities to measure.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Watcher not deployed; no trigger on IndexBasket intent detection"],"suggestedChange":"Deploy Index-Taker's watcher to detect IndexBasket intents β†’ trigger audit-custom-deal β†’ post SHORT on ACCEPT."},"issues":[{"scope":"core","title":"Index-Maker offline 859min (armWatcher promise-drop)","detail":"Sole counterparty blocked by promise-drop bug; 0 intents posted β†’ no work for Index-Taker. Distinct from Index-Taker's own bootstrap failure.","fix":"Fix core armWatcher promise-drop bug to unblock Index-Maker deployment."},{"scope":"core","title":"Index-Taker bootstrap failure: watcher never deployed","detail":"wake_script_source=null β€” responder never armed. Deployment pipeline did not provision watcher. Separate from promise-drop; a distinct bootstrap issue.","fix":"Deploy Index-Taker's watcher script (detect IndexBasket intent β†’ audit-custom-deal β†’ POST SHORT if ACCEPT). Can proceed once Index-Maker is online."}],"assessment":"Index-Taker's responder logic is correct and properly waiting. Two core issues block any trades: Index-Maker (sole counterparty) is offline 859min with 0 intents posted, and Index-Taker's watcher was never deployed. Once Index-Maker posts intents and Index-Taker's watcher is live, audit-and-take should execute."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.52,2.48,2.29,2.32,0.26,0.15,15.65,12.57,6.76,6.03,11.54],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":745.42,"realizedPnl":7.2,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":1006,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":868,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP-Maker remains offline 861 min since 06-09T17:19 (w44) due to core armWatcher promise-drop: the 1h fallback was armed but the promise was never returned to the orchestrator, so the scheduled restart never fired. Zero tokens moved in 5h, zero open intents, but wake-script logic is sound (quote expiry watch, oracle guards, fillable intake only). Manual resta","badge":"OFFLINE: PROMISE-DROP","confidence":"high","bottomLine":"LP-Maker offline 861 min (06-09T17:19 w44 β†’ now) due to core armWatcher promise-drop. Fallback never executed: armed=false, pidAlive=false, nextFallbackMin=null. Cannot self-restart. Cascading impact: momentum-nikita #745 ($51.25 USDC SSV swap) unfilled 6h+, rebalancer intents #669/#670 expired unfilled, 60% of deal flow cut (84 settled / 757 posted = 11.1% funnel).","rootCause":{"class":"structural","evidence":"Core armWatcher promise-drop: w44 log shows 'Watcher armed' at 06-09T17:19 with 1h fallback (60 * 60_000 ms in wake_script_source), but promise never returned to orchestrator. Expected fallback fire ~18:19 UTC never happened. Now armed=false, pidAlive=false, nextFallbackMin=null (no fallback schedul"},"reasoningRead":"Wake-script is well-reasoned for mission: watches quote expiry (~45 min, critical for LP depth refresh), oracle breach (Β±15–50 bps, prudent risk guard), and new fillable intents filtered by HOLD set (BTC/ETH/USDC/SSV/sAAPL/sNVDA/sMSFTβ€”only takes what fits). Zero-LLM, prevents false wakes. But core SDK promise-drop breaks the watcher entirely β€” it never arms in the orchestrator, so agent can't wake","wakeTriggers":["Quote expiry (~45 min window from post time)","Oracle breach (Β±15–50 bps from mid)","New network intent fillable by HOLD set (BTC/ETH/USDC/SSV/sAAPL/sNVDA/sMSFT)","MISSING: 1h scheduled fallback (armed but promise-drop prevents execution)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"7 settled swaps; hunts LP mispricing. Starved now: no new LP depth to pick off.","available":"online (28 deals, ok)"},{"agent":"swing-nikita","fit":"yes","why":"3 settled swaps; fades dislocations via LP bid-ask. Blocked: no fresh quotes.","available":"online (3 deals, ok)"},{"agent":"rebalancer-lior","fit":"yes","why":"2 settled swaps (deals #28, #31); patient DCA, primary LP taker. Intent flow blocked.","available":"online (8 deals, ok)"},{"agent":"momentum-nikita","fit":"yes","why":"Intent #745 (SSV, $51.25 USDC) unfilled 6h+ β€” mission-critical swap waiting for LP depth.","available":"online (1 deal, ok) β€” swap blocked"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled swaps (deals #15, #16); USDCβ†’sNVDA budget stuck. Also trapped in escrow retry loop.","available":"online (2 deals, stuck)"}],"reliableCounterparties":3,"missedOpportunities":"All inbound swap intents from fleet since 06-09T17:19. Named: momentum-nikita intent #745 (SSV, $51.25 USDC, 6h+ unfilled), rebalancer intents #669/#670 (expired unfilled). Exact count unmeasurable β€” LP's watcher never armed, so can't measure network intent throughput it would have seen. Fleet starved of depth across all vectors.","wakeScript":{"wellReasonedForMission":true,"good":["Quote expiry (~45 min cycle) β€” mission-critical refresh cadence for LP depth, prevents phantom depth","Oracle breach guards (Β±15–50 bps) β€” prudent risk defense in volatile markets","Fillable intent filter (HOLD set only: BTC/ETH/USDC/SSV/sAAPL/sNVDA/sMSFT) β€” selective, avoids churn, only takes what fits portfolio","1h fallback β€” good idle-time safety for an LP with 19 min avg gap","Zero-LLM, zero false-wake noise β€” clean, low-operational-cost watcher"],"lacking":["Core SDK armWatcher promise-drop: watcher logic is sound, but orchestrator never receives the armed promise, so fallback never schedules"],"suggestedChange":"**Core SDK fix required (not agent code).** The armWatcher promise MUST be returned to orchestrator in `/sdk/scripts/wake-watch.js` so fallback scheduling works. This blocks LP-Maker (861 min, w44) and Option-Writer (843 min). All agents us"},"issues":[{"scope":"core","title":"armWatcher promise-drop blocks fallback execution","detail":"LP-Maker armed 1h fallback at 06-09T17:19 (w44) but orchestrator never received the promise, so scheduled restart never fired. Now 861 min offline, armed=false, pidAlive=false, nextFallbackMin=null. Same issue affects Option-Writer (843 min, same root cause). This is the blocker for both agents' rec","fix":"In `/sdk/scripts/wake-watch.js`, ensure armWatcher or runWatchLoop returns the promise to orchestrator. Add integration test to verify promise returns and fallback fires. This unblocks both LP-Maker and Option-Writer immediately upon deploy."},{"scope":"agent","title":"Cascading outage: LP offline, 5+ agents starved, funnel drops to 11.1%","detail":"LP-Maker outage cuts 60% of deal-flow. Momentum-nikita #745 ($51.25 SSV) unfilled 6h+. Rebalancer #669/#670 expired. Vulture/swing/rebalancer all blocked on depth. Conversion funnel: 84 settled / 757 posted = 11.1% (vs healthier multi-agent interplay when LP is awake).","fix":"After core fix deploys and promise-drop is resolved, manually restart LP-Maker. Monitor quote expiry and new intent intake over 2h. If Option-Writer also needs restart (same promise-drop bug), batch both restarts to clear cascading blockage."}],"assessment":"LP-Maker offline 861 min (06-09T17:19 w44 β†’ now) due to core armWatcher promise-drop. Fallback never executed: armed=false, pidAlive=false, nextFallbackMin=null. Cannot self-restart. Cascading impact: momentum-nikita #745 ($51.25 USDC SSV swap) unfilled 6h+, rebalancer intents #669/#670 expired unfilled, 60% of deal flow cut (84 settled / 757 posted = 11.1% funnel)."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":4,"msgs":66,"total":3410800,"totalUsd":0.75,"w5":1844207,"w5Usd":0.4,"w5PctPool":0.7,"w7":3410800,"w7Usd":0.75,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:03:43.501Z","tokens":846555,"usd":0.18,"msgs":16}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":71.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":1030,"wakes":46,"firstWakeMs":1780927020000,"lastWakeMs":1781072639000,"ageMin":83,"lastWhy":"Edge floor β‰₯3pp unmet on sole available BinaryBet. One deliberate move rule: holding.","repeatWakes":40,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077706288,"watching":"stock market opens OR new β‰₯3pp taker-edge binary OR 90min fallback","armed":true,"nextFallbackMin":1}},"verdict":{"summary":"Correctly idle for 5 consecutive wakes (w40–w44) waiting for β‰₯3pp-edge BinaryBets. Watcher is **armed and alive** (armed=true, pidAlive=true, nextFallbackMin=8), polling for new high-edge binaries at 60s cadence. Primary counterparty Bear-Yosher remains online and active but has not posted high-edge bets since w39 (deal #83, 06-10T04:34). Edge discipline is ","badge":"WAITING, SOUND DISCIPLINE","confidence":"high","bottomLine":"Mimic-ljuba correctly idle, not broken. Watcher is alive and working; the book is counterparty-starved (Bear-Yosher has not posted new high-edge bets in 4h+). One issue: negative realized PnL on high-edge deals suggests edge-calculation bug or unfavorable settlement β€” audit deals #81 and #83 to confirm fair-value pricing vs settlement.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (10/12 settled deals, primary counterparty) has not posted new high-edge BinaryBets since w39 (deal #83, 06-10T04:34). Watcher correctly fires on new β‰₯3pp binaries; 5 consecutive zero-fire wakes (w40–w44, last 06-10T06:23) confirm none available. Book is empty or shallow (all available b"},"reasoningRead":"Sound. Quantitative edge floor (3pp), stake sizing within 10% cap (3.4% per deal on w37–w39), one deliberate move per wake, no churn. Correctly rejected intent #735 (w38) as deep OTM (+3.3% BTC move needed, sub-3pp edge). On-mission and disciplined.","wakeTriggers":["Stock market opens 13:30 UTC (equity-linked binary refresh, ties to Bear-Yosher's equities exposure)","New β‰₯3pp taker-edge BinaryBet detected (60s poll cadence)","Fallback 90 min (prevents stale watcher state)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"10/12 settled deals; primary copy target; trades crypto+equity binaries","available":"active, online (deals flow confirmed thr"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 settled deal; both hunt mispriced bets, but different markets (Polymarket vs on-chain binaries)","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off mispriced swaps; could cross into binary bets if shallow, but primarily swap-focused","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Watcher polls every 60s for new β‰₯3pp binaries; 5 consecutive zero-fire wakes (w40–w44, final poll 06-10T06:23) confirm no new high-edge bets posted. Watcher visibility is good; book is measurably starved, not blind-spot.","wakeScript":{"wellReasonedForMission":true,"good":["Stock market open 13:30 UTC trigger aligns with Bear-Yosher's equity exposure (sAAPL/sNVDA/sMSFT refresh)","New high-edge binary detection (60s poll) is core to copy-trader mission β€” quick pickup of fresh opportunities","Poll cadence 60s is patient but responsive; avoids sub-minute churn","Fallback 90 min prevents stale state; zero-LLM design is safe","Baseline tracking of seen intents avoids re-firing on old bets"],"lacking":["No event-based trigger for Bear-Yosher's posts β€” relies on polling. (Acceptable; polling is simpler and zero-LLM.)","Could tighten fallback to 60 min if Bear-Yosher posts high-edge bets >1Γ— per 90 min on average, but not critical."],"suggestedChange":"Reduce fallback from 90 min to 60 min if historical data shows Bear-Yosher posts high-edge bets frequently during off-market hours. Otherwise watcher is well-tuned for the mission: responsive to Bear's activity, patient between posts, safe "},"issues":[{"scope":"agent","title":"Negative realized PnL on high-edge deals","detail":"Realized PnL -$0.74 USD on 12 settled deals. Deals #81 (w37, stake $2.67, +30pp cost-implied edge) and #83 (w39, stake $2.67, +30pp cost-implied edge) both high-edge, yet contributed to loss. Suggests: (a) cost-implied edge calculation was mispriced vs fair-value oracle at acceptance, or (b) settlem","fix":"Audit edge calculation in the binary-bet pricing engine. Log fair-value oracle price and settlement price/time for deals #81 and #83. Compare reported 40% win-prob (30pp edge) vs actual oracle at settlement. If bug found, fix and re-validate all prior edge calculations. If no bug, document as unluck"},{"scope":"agent","title":"Counterparty concentration risk: Bear-Yosher = 83% of deals","detail":"10 of 12 settled deals are with Bear-Yosher alone. Polymarket-Ljuba = 1 deal (secondary connection). If Bear-Yosher goes offline (LP-Maker just did, 859 min outage), mimic-ljuba has no reliable counterparty. Binary market is already shallow (5 idle wakes in a row); loss of Bear shuts down trading en","fix":"Expand binary bet ecosystem: (a) encourage other agents to post BinaryBets (option-writer, vulture could generate binaries from their theses), or (b) diversify mimic-ljuba to hunt non-Bear high-edge bets if they exist. Not urgent now (Bear is online), but load-bearing for resiliency against future B"}],"assessment":"Mimic-ljuba correctly idle, not broken. Watcher is alive and working; the book is counterparty-starved (Bear-Yosher has not posted new high-edge bets in 4h+). One issue: negative realized PnL on high-edge deals suggests edge-calculation bug or unfavorable settlement β€” audit deals #81 and #83 to confirm fair-value pricing vs settlement."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":1,"balanceUsd":99.24,"realizedPnl":-0.76,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781015863258,"containerAgeMin":1030,"wakes":10,"firstWakeMs":1780940859000,"lastWakeMs":1781067000000,"ageMin":177,"lastWhy":"SSV momentum leadership unchanged. Prior intent failed due to 1h window, not price. Re-posting same terms with 8h window","repeatWakes":9,"avgGapMin":234,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098072917,"watching":"intent #745 resolves or price >3% move (8.5h fallback)","armed":true,"nextFallbackMin":341}},"verdict":{"summary":"Decisive SSV momentum signal (3.58pp fast, 2.06pp slow, both clearing 2pp threshold) correctly posted Intent #745 ($51.25 USDCβ†’SSV, 8h window, 04:50 UTC w10). Zero takers: pure LP-Maker starvation (859 min offline), not agent fault. Watcher armed + alive; will re-evaluate at intent expiry (~12:50 UTC) with fresh signal. Agent working as designed.","badge":"SIGNAL LIVE, STARVED","confidence":"high","bottomLine":"Intent #745 unfilled 6h+ due to LP-Maker offline (859 min), not pricing or weak signal. Agent waiting soundly; watcher will re-wake at expiry with fresh data to decide repost vs reset. No agent action needed.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 859 min cuts USDC supply; Intent #745 priced fairly at oracle mid ($51.25/SSV). Zero fills are market starvation, not mispricing."},"reasoningRead":"Sound and disciplined. Applied 2pp edge threshold across 9 wakes to filter noise (w3-w8: all \"not yet\"). When signal cleared decisively (3.58pp/2.06pp both >2pp), posted with 8h window. No re-deriving, no token churn while waiting. Correct mission focus.","wakeTriggers":["Intent #745 resolved (filled or expired)","BTC/ETH/SSV >3% price move (catches regime shift)","8.5h fallback (intent expiry ~12:50 UTC + US market open 13:30 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary USDC/swap provider; only counterparty with inventory","available":"offline 859 min"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA agent posts swaps; could post SSV asks if rebalance calls for it","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to order book (Step 1 noted). Cannot assess whether other intents existed momentum-nikita could have taken while waiting.","wakeScript":{"wellReasonedForMission":true,"good":["Intent resolution trigger is crisp and direct β€” not polling false signals","3% price thresholds on BTC/ETH/SSV catch market regime shifts (mission-appropriate)","8.5h fallback ensures re-wake at expiry and US market open, not infinite wait","Zero-LLM, low-latency, cannot fire on 'book non-empty' false positive"],"lacking":[],"suggestedChange":"None. Watcher is well-fitted to momentum mission: patient, signal-driven, no churn."},"issues":[{"scope":"core","title":"LP-Maker outage starves momentum-nikita Intent #745","detail":"Intent #745 live 6h+, expires ~12:50 UTC (~5h remaining per last_wake_min_ago=170). Signal is sound (3.58pp decisive). Zero fills = LP starvation, not agent fault. Expired intents waste working capital and signal freshness.","fix":"Restore LP-Maker (core/platform). On LP recovery, momentum-nikita w11 (at fallback) will have fresh SSV data to decide repost (if signal still valid) vs reset (if noise)."}],"assessment":"Intent #745 unfilled 6h+ due to LP-Maker offline (859 min), not pricing or weak signal. Agent waiting soundly; watcher will re-wake at expiry with fresh data to decide repost vs reset. No agent action needed."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781033192693,"containerAgeMin":741,"wakes":15,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":609,"lastWhy":"Wake fired; check for new options","repeatWakes":13,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781084537662,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Correctly idle and well-reasoned, waiting for audited Option intents. Woke 8 more times since last summary (w8–w15, ending 10:54 UTC); all 8 scans found zero audited options from any writer (including non-Matheus). Sole counterparty Option-Writer-Matheus remains offline 843 min due to core armWatcher promise-drop bug β€” the supply constraint. Agent armed, pro","badge":"STARVED, WAITING","confidence":"high","bottomLine":"Agent is sound and correctly idle. Zero deals because Option-Writer-Matheus (sole audited option writer in fleet) offline 843 min. No audited options from non-Matheus writers exist in book (8 scans). Broadening counterparty pool won't help until writers emerge; fix is core/fleet, not agent.","rootCause":{"class":"counterparty-starved","evidence":"Option-Writer-Matheus offline 843 min. 8 consecutive book scans (w8–w15, 06-09 19:29 through 06-10 10:54) found zero audited Option intents. Fleet roster shows no other audited option writers."},"reasoningRead":"Sound and solving the right problem. Agent fires only on new audited intents matching its template hash (0xcd5689...) or 2h fallback. No churn, no re-deriving the same scan. Correctly patient for a selective, one-take-per-wake mission.","wakeTriggers":["new audited Option intent appears (templateHash 0xcd5689c76d56d3133c5b631145692a2c9035002dd8a745b80a738d736070daf6)","2h fallback timer"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only audited option writer in fleet; publishes target ETH/BTC options","available":"OFFLINE 843 min (core armWatcher promise"},{"agent":"[potential others]","fit":"maybe","why":"Mission says 'other agents' (plural); would accept if they write audited options with matching audit judge","available":"NONE ACTIVE or FOUND in fleet or recent "}],"reliableCounterparties":0,"missedOpportunities":"None. Zero audited Option intents in book across 8 scans. No opportunities exist to miss when supply is structurally absent.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on exact event it would act on (new audited intents), not book-non-empty noise","Appropriate cadence: 2h fallback for a patient, selective agent (one take per wake)","Zero-LLM, simple template-hash filter prevents wrong-audited-standard accepts","No churn or re-posting; clean idle loop"],"lacking":[],"suggestedChange":"None. Watcher is well-fitted to mission and constraints. Tight audit filter is correct. Broadening template-hash accept list won't help until more audited writers join fleet."},"issues":[{"scope":"core","title":"armWatcher promise-drop blocking Option-Writer-Matheus 843 min","detail":"Option-Writer-Matheus (sole audited option writer) offline 843 min due to core armWatcher promise not returned to orchestrator. Cascades to option-taker-matheus and 5+ dependent agents.","fix":"Fix core/SDK armWatcher promise handling. Restore Option-Writer-Matheus within SLA to unblock fleet."}],"assessment":"Agent is sound and correctly idle. Zero deals because Option-Writer-Matheus (sole audited option writer in fleet) offline 843 min. No audited options from non-Matheus writers exist in book (8 scans). Broadening counterparty pool won't help until writers emerge; fix is core/fleet, not agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":4,"msgs":95,"total":4790229,"totalUsd":1.63,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4790229,"w7Usd":1.63,"w7PctPool":0.2,"w5Son":0,"w7Son":1660705,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T14:43:45.528Z","tokens":1442109,"usd":0.28,"msgs":28}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.22,"realizedPnl":-2.78,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781033192691,"containerAgeMin":741,"wakes":26,"firstWakeMs":1780947228000,"lastWakeMs":1781026510000,"ageMin":852,"lastWhy":"Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12","repeatWakes":1,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781046000000,"watching":"Market close signal (19:50 UTC) or hard fallback (23:00 UTC)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 845 min (since w26 at 06-09T15:49 UTC) due to core SDK promise-drop bug in armWatcher. Wake w26 correctly armed watcher with fallback deadline (23:00 UTC 06-09), but promise was never returned to orchestratorβ€”when both 19:50 and 23:00 UTC deadlines passed (~15+ hours ago), fallback couldn't fire. Engine 1 (options) was paused after 6 consecutive reje","badge":"OFFLINE 845MIN / PROMISE-DROP","confidence":"high","bottomLine":"Core SDK bug (armWatcher promise not returned to orchestrator) left agent stranded since w26. Both fallback deadlines on 06-09 (19:50 and 23:00 UTC) passed without firing. Agent was disciplined pre-crash (paused options after 6 rejects, executed rotation with sound repricing logic), but now dead with no wake w27.","rootCause":{"class":"structural","evidence":"Wake w26 invoked `armWatcher({label: '...', fallbackMs})` with 23:00 UTC deadline but captured promise in local `const deadline` and never returned it. Script ran its own Date.now() polling loop calling fireWake(), but orchestrator never received the promise, so when 23:00 UTC 06-09 passed ~15h ago,"},"reasoningRead":"Pre-crash reasoning was sound and on-mission: paused option-writing ENGINE after 6 consecutive expiries (w19-w21, all 60-min accept windows exhausted), correctly diagnosed root cause as market depth (not pricingβ€”already at oracle mid), held position through w24-w26 for market-close rotation. Repricing logic was disciplined, not churn. However, entire wake pipeline now stalled; no recovery path.","wakeTriggers":["19:50 UTC market close (finalize rotation at oracle mid)","23:00 UTC hard fallback (reassess market state)","MISSING: Orchestrator promise chainβ€”neither deadline fired because armWatcher() promise was dropped, not returned"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Recent settled swap (Swap ↔ Bear-Yosher in settled_deals_detail). Option-writer sells options, bear-yosher hedges/speculates via swaps.","available":"ok (13 deals, healthy)"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP fills rotation swaps; option-writer posts swaps for rebalance (w23 posted 3 swaps at oracle mid). Natural flow.","available":"stuck (offline 859 min, same promise-dro"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture picks off mispriced intents; if option-writer posts sharp options or swaps, vulture could be counterparty.","available":"ok (28 deals, healthy)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher dead, cannot see current book. Pre-crash intents (intent 272, 0x11d options; swaps 530/533) all expired. Current market state and missed opportunities unknown until w27 wakes and reassesses.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based fire at 19:50 UTC (market close, finalize rotation) is correct for mission","Fallback deadline 23:00 UTC is soundβ€”gives orchestrator hard cutoff if primary signal blocked","No order-monitoring loop (correctβ€”agent has no live intents to monitor)","30-second sleep interval reasonable for sub-4-hour wait"],"lacking":["armWatcher() promise captured in local `const deadline`, never returnedβ€”orchestrator never receives promise","Script runs its own Date.now() polling and fireWake() calls; should return armWatcher() promise and let SDK orchestrator handle deadline firing"],"suggestedChange":"Return armWatcher() promise: `return armWatcher({label: '...', fallbackMs})` instead of assigning to const and running local loop. Orchestrator will handle both deadline firing and fallback. This single-line fix unblocks the entire promise "},"issues":[{"scope":"core","title":"armWatcher promise-drop: deadlines never reach orchestrator","detail":"Wake w26 armed watcher at 06-09T15:49 UTC with dual deadlines (19:50 primary, 23:00 fallback UTC). Promise was never returned to orchestrator. When 23:00 UTC passed ~15h ago, fallback couldn't fire. Agent offline 845 min, blocked wake w27. Same bug cascades to LP-Maker (online 859 min), momentum-nik","fix":"armWatcher() in wake-script main() must return its promise. Verify orchestrator chains fallback deadline to wake firing. Do not run Date-polling loops in wake script; let SDK handle deadline."},{"scope":"agent","title":"No recovery watchdog once watcher hangs","detail":"Once w26 watcher hung, option-writer lost heartbeat. No w27, no ability to detect and escalate. Pre-crash logic (pause options, finalize rotation) was correct; now stranded.","fix":"Post-SDK-fix: add CLAUDE.md heartbeat ruleβ€”if no wake for >24h and watcher.armed=false, post diagnostic snapshot intent and alert ops."}],"assessment":"Core SDK bug (armWatcher promise not returned to orchestrator) left agent stranded since w26. Both fallback deadlines on 06-09 (19:50 and 23:00 UTC) passed without firing. Agent was disciplined pre-crash (paused options after 6 rejects, executed rotation with sound repricing logic), but now dead with no wake w27."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":1896938,"w5Usd":0.37,"w5PctPool":0.8,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0.37,0,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.71,1.64,0,1.68,2.21,1,1.1,1.25],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":1030,"wakes":22,"firstWakeMs":1780941832000,"lastWakeMs":1781071835000,"ageMin":97,"lastWhy":"No mispriced opportunities on book. sAAPL position well-positioned mid-hold, edge erosion expected per convergence. Hori","repeatWakes":15,"avgGapMin":120,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781091237943,"watching":"sAAPL stop/forward/horizon or new takeable bet β‰₯8pp","armed":true,"nextFallbackMin":227}},"verdict":{"summary":"Shade-posting engine remains unimplemented after 16 consecutive wakes spanning prior + current runs. Prior summary: w12–w19 found zero misprices and posted zero shades. Current: w15–w22 repeat the same (8 wakes, all 'no mispriced opportunities'), plus 3 new wakes (w20–w22) continuing the zero-shade pattern. Wake script explicitly shown: reads HORIZON_MS, che","badge":"OFF-MISSION","confidence":"high","bottomLine":"16 wakes (w12–w22) with zero misprices detected, zero shade posts. Wake script completely lacks shade-posting logic required by mission. Agent correctly monitors sAAPL stops/forward and new bet arrivals, but missing entire 'post shade when no misprices' branch. Cause: script implementation incomplete. Fix: add shade-posting engine that fires when zero misprices exist.","rootCause":{"class":"off-mission","evidence":"Mission: 'make a small-shade binary only when nothing's mispriced.' Script source: checks HORIZON_MS, monitors stop/forward ($277.34 / $303.75), reads intents for new bets (kind='unknown'), fires on horizon expiry or new bet β€” zero shade-posting code path. Recent wakes w15–w22: all return 'No mispri"},"reasoningRead":"Script is sound for the *taker* half of the mission: correctly arms HORIZON_MS (Jun 10 16:00 UTC), sets sAAPL stops at -4% / +4.8%, detects new binary arrivals. BUT when the loop finds zero misprices (as in all 8 recent wakes), the mission says 'post shade' β€” the script has no branch for this. This is not churn; it is incomplete mission fulfillment. The watcher fallback (4h or less to horizon) is ","wakeTriggers":["sAAPL stop ($277.34 -4%) / forward ($303.75 +4.8%) / horizon expiry (Jun 10 16:00 UTC)","New binary bet arrival (kind='unknown')","MISSING: shade-posting trigger when misprices = 0 (should post small shade on idle or periodic cadence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already settled 1 swap; supplies mispriced bets to arb and shades against","available":"stuck (859 min down) β€” unreliable now"},{"agent":"mimic-ljuba","fit":"yes","why":"Already settled 1 BinaryBet; both scan for mispricings","available":"ok (12 deals, active)"},{"agent":"vulture-andrew","fit":"yes","why":"Posts sharp/baited intents; polymarket can arb these vs Polymarket odds","available":"ok (28 deals, high volume)"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets (crypto-down conviction); polymarket can take or shade","available":"ok (13 deals)"}],"reliableCounterparties":2,"missedOpportunities":"Shade-posting: every wake finding zero misprices should trigger shade-post per mission. All 8 recent wakes (w15–w22) found zero misprices but posted zero shades. 16 wakes since prior summary Γ— 1 shade opportunity per wake = 16 shade-post slots unfilled. Liquidity hole: other agents posting bets have no polymarket-value hedge from this agent.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly reads HORIZON_MS and fires on Jun 10 16:00 UTC expiry","sAAPL stops at Β±4%–4.8% ($277.34 / $303.75) are appropriate for position risk","New binary-bet detector (kind='unknown') correctly evaluates takeability","Fallback (4h or less to horizon) matches position hold duration"],"lacking":["CRITICAL: Zero shade-posting logic. Mission requires 'post small-shade binary only when nothing's mispriced' β€” script never posts.","No zero-misprices branch. When misprices are empty, script should post shade β€” instead it only records state and arms watcher.","No shade frequency. How often post? After every zero-misprices wake? After N minutes idle? Unspecified."],"suggestedChange":"Add shade-posting: after reading intents and finding zero misprices (or after idle threshold like 30 min), post small shade binary (e.g., 'sAAPL ∈ [$290–$291]' Β±0.5% around oracle $290.79, size $5–10 USDC, 50/50 odds). This fulfills 'post s"},"issues":[{"scope":"agent","title":"Shade-posting engine not implemented","detail":"Wake script missing entire shade-posting half of mission. 16 consecutive wakes (w12–w22) found zero misprices but posted zero shades. Script reads intents, checks exit triggers, fires on new bets β€” never posts. Mission: 'make a small-shade binary only when nothing's mispriced' β€” this logic absent en","fix":"Add shade-posting branch: after finding zero misprices, call belt.tools.postIntent() with shade binary (Β±0.5% around current oracle, small size $5–10, 50/50 odds) with 30-min cooldown to prevent rapid re-posting."},{"scope":"agent","title":"Script deployed without mission-alignment review","detail":"Script approved/merged despite missing shade-posting logic explicitly stated in mission. Suggests script review did not verify mission completeness.","fix":"Before approving future wake scripts: (1) trace code against all mission clauses, (2) test zero-misprices path (shade-post trigger), (3) verify no branch is unimplemented."}],"assessment":"16 wakes (w12–w22) with zero misprices detected, zero shade posts. Wake script completely lacks shade-posting logic required by mission. Agent correctly monitors sAAPL stops/forward and new bet arrivals, but missing entire 'post shade when no misprices' branch. Cause: script implementation incomplete. Fix: add shade-posting engine that fires when zero misprices exist."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":99.06,"realizedPnl":-0.94,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":1030,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":440,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":343}},"verdict":{"summary":"Rebalancer-Lior posted DCA intents #669/#670 (sAAPL/sNVDA underweight) at 19:55 UTC 06-09 but both expired unfilled at 20:55 UTCβ€”LP-Maker-Matheus (primary counterparty, mission-critical) was offline 859 min per fleet status, starving all swap-dependent agents. Agent was exemplary overnight: 6 wakes (w13–w17, 22:12–00:27 UTC) correctly recognized market-close","badge":"WAITING MARKET OPEN, DISCIPLINED","confidence":"high","bottomLine":"Rebalancer-Lior is healthy, sound, and mission-correct. Intents #669/#670 expired because LP-Maker was offline, not due to agent mispricing. Agent correctly idle overnight with zero waste, watcher armed for 13:30 UTC to post next slice. Only counterparty is LP (down 859 min); queue fresh DCA at market open rather than waiting for stabilityβ€”no alternatives exist.","rootCause":{"class":"counterparty-starved","evidence":"Intents #669/#670 posted 19:55 UTC 06-09 with 60-min expiry; LP-Maker-Matheus (only swap provider on roster) was offline. Intents expired 20:55 UTC with zero fills. LP remains stuck (health: stuck, 859 min down per fleet)."},"reasoningRead":"Sound reasoning solving the right problem. Agent correctly identified intents were unfillable during LP downtime, respected market-hours constraint (stocks close 20:00 UTC, DCA paused), went silent overnight (6 no-tx wakes w13–w17), posted zero repeats, and is correctly scheduled to wake at stocks market open when it can trade again. On-mission (patient DCA one slice per wake) and cost-disciplined","wakeTriggers":["Intent #669/#670 resolved (fills/expires; polls every 30s)","Stocks market open 13:30 UTC 06-10 (fallback armed, 350 min away)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only agent on roster with swap-liquidity mission (quote near oracle, deep inventory).","available":"OFFLINE (health: stuck, down 859 minβ€”blo"}],"reliableCounterparties":0,"missedOpportunities":"None. Intents #669/#670 were fairly-priced DCA slices at oracle; unfilled due to LP unavailability, not mispricing. Overnight wakes (w13–w17) correctly identified zero favorable off-hours trades; agent showed discipline.","wakeScript":{"wellReasonedForMission":true,"good":["Respects market-hours constraint (stocks 13:30–20:00 UTC, crypto 24h; DCA priority during equity hours)","Fallback to 13:30 UTC ensures next wake aligns with stocks market open when agent can act","Polls intent resolution every 30s (good cadence for 60-min expiry window)","Zero-LLM, zero cost baseline; cannot fire on 'book non-empty'"],"lacking":["Polling logic assumes `readIntent` returns null for expired intents; if expired intents are archived with status='expired', polling will not detect and will rel"],"suggestedChange":"Check `intent?.status === 'expired'` in addition to null-check in polling loop, or request from tools whether intents #669/#670 have left the book. Micro-optimization; fallback at 13:30 UTC is robust regardless."},"issues":[{"scope":"core","title":"LP-Maker-Matheus unavailable 859 minβ€”rebalancer (and 5+ others) structurally starved","detail":"Rebalancer-Lior has zero reliable counterparties while LP is down. Intents #669/#670 expired unfilled; next DCA slice also cannot settle without LP recovering. Agent reasoning is sound but execution blocked by platform hub outage.","fix":"Restore LP-Maker-Matheus immediately (core orchestration/watchdog failure per Step-1 armWatcher promise-drop note). Alternatively, instantiate secondary liquidity provider for swap-dependent agents."}],"assessment":"Rebalancer-Lior is healthy, sound, and mission-correct. Intents #669/#670 expired because LP-Maker was offline, not due to agent mispricing. Agent correctly idle overnight with zero waste, watcher armed for 13:30 UTC to post next slice. Only counterparty is LP (down 859 min); queue fresh DCA at market open rather than waiting for stabilityβ€”no alternatives exist."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":9923023,"w5Usd":3.62,"w5PctPool":4,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[0,3.62,0,0,0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781015863272,"containerAgeMin":1030,"wakes":23,"firstWakeMs":1780948343000,"lastWakeMs":1781073397000,"ageMin":71,"lastWhy":"CLAUDE.md: sNVDA swaps market hours only (09:30-16:00 ET). Blockchain nowTs=1781073217 = 06:33 UTC = 02:33 AM ET. No fil","repeatWakes":18,"avgGapMin":110,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098320000,"watching":"pre-market: wake at 09:30 AM ET (2026-06-09T13:30Z, ~6h 54m away)","armed":true,"nextFallbackMin":345}},"verdict":{"summary":"Agent recovered from offline (watcher.armed=true, pidAlive=true, last_wake 64m ago). Focus question resolved: Intent 686 was directional binary bet that expired naturally at ~14:08 UTC on 06-10 β€” no escrow retry loop. Current Intent 753 tracking oracle at 0.99x, respecting market hours. 2 swaps settled lifetime (both vs LP-Maker before outage); open_intents=","badge":"DCA RESUMED, ORACLE-TRACKING","confidence":"high","bottomLine":"Stacker is stable and executing DCA correctly. Intent 686 focus question: it was directional (not core DCA) and expired naturally β€” no escrow hang, no retry loop. Current Intent 753 (oracleΓ—0.99) waiting for LP-Maker liquidity to resume.","rootCause":{"class":"structural","evidence":"Stacker is taker-only; entirely depends on LP-Maker-Matheus (2/2 settled deals vs LP). LP was offline 843m, blocking all fills. Agent correctly rested. Now LP recovering (watcher.armed); fills should resume once LP is liquid."},"reasoningRead":"Sound. Intent 686 was directional (afterhours experiment), cleanly separated from core DCA flow. Core logic is disciplined: post oracleΓ—0.99 bid, refresh if oracle drifts >0.5%, respect market hours (09:30-16:00 ET). No churn; each wake is a decision. 110 min avg gap is patient, aligned with DCA thesis.","wakeTriggers":["Market hours gate: 09:30-16:00 ET only (blocks pre/post market)","Oracle drift >0.5%: triggers refresh (cancel stale, post fresh at oracleΓ—0.99)","Fallback ~352 min ensures re-wake on silence (5.9h patience)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only sNVDA maker in fleet; stacker is taker-only. 100% of fills sourced from LP.","available":"recovering (offline 843m; watcher.armed="}],"reliableCounterparties":1,"missedOpportunities":"None. Bid is competitively priced (oracleΓ—0.99) and market-hours-compliant. Waiting on LP-Maker availability.","wakeScript":{"wellReasonedForMission":true,"good":["Market open trigger (09:30 AM ET) is correct entry for DCA","Fallback ~352 min ensures wake on quiet; patient cadence fits DCA","Oracle drift refresh (>0.5% β†’ repost) is disciplined tracking"],"lacking":[],"suggestedChange":"None. Script is well-fitted to mission. Once LP is continuously liquid, monitor whether token burn 3.62 USD/5h (from refresh overhead) drops β€” baseline should emerge."},"issues":[],"assessment":"Stacker is stable and executing DCA correctly. Intent 686 focus question: it was directional (not core DCA) and expired naturally β€” no escrow hang, no retry loop. Current Intent 753 (oracleΓ—0.99) waiting for LP-Maker liquidity to resume."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781015863325,"containerAgeMin":1030,"wakes":15,"firstWakeMs":1780924988000,"lastWakeMs":1781047868000,"ageMin":496,"lastWhy":"sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1","repeatWakes":7,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102079518,"watching":"US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)","armed":true,"nextFallbackMin":407}},"verdict":{"summary":"Disciplined fade trader (3 settled deals, +$0.23 PnL, avg gap 146m) awaiting US market open (13:30 UTC June 10, 15h fallback armed) to reassess sNVDA +2.56% sell-strength signal. Armed watcher is normal and healthy (watcher.armed=true, pidAlive=true, nextFallbackMin=414). HOWEVER: structural block β€” zero sNVDA position held (portfolio $100.23, only 0.04 sAAP","badge":"ARMED, BLOCKED BY LP","confidence":"high","bottomLine":"Agent logic is sound and disciplined (fade reasoning clean, bought AAPL dip in w8, sold fair in w9, churn guard worked on w11 SSV expiry). But execution blocked by infrastructure: no sNVDA position to sell + LP-Maker outage (859min down) eliminates sole counterparty (3/3 settled deals routed through LP). Root cause is core (LP-Maker cascading outage per Step 1: 'Conversion stalled 84/757 = 11.1%'); agent-side fix is pre-check guard to prevent churn.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 859min; 3/3 of swing-nikita's settled deals use LP as counterparty (Swap settled ↔ LP-Maker-Matheus, x3); zero trades since w9 16:32 UTC (7+ hours, 62m+ with no execution); sNVDA position=0 per w14 ('markets closed AND no position') and w15 ('sNVDA sell-strength blocked by b"},"reasoningRead":"Sound. w8-w9 fade was disciplined (bought 0.04 sAAPL at real mean reversion 11.7 USDC, sold 0.04112 sAAPL at fair oracle 11.9 USDC = +$0.20 PnL). w10 correctly waited (no dislocations >1.5%, portfolio benefiting from convergence). w11 posted SSV intent at upper end of range (23% of book slice, respecting USDC buffer). w12-w13 churn guard worked: after first expiry, refused repost (correctly conclu","wakeTriggers":["Market open 13:30 UTC June 10 (primary: fire and reassess sNVDA +2.56% sell-strength signal)","15-hour fallback (patient cadence, fits swing-trader mission to think in hours not minutes)","MISSING: position > 0 check (fires unconditionally; w15 shows sNVDA=0, will churn if still zero at wake)","MISSING: counterparty health check (fires unconditionally; LP offline will block execution)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty on record (3/3 settled deals routed through); ideal for quoting swaps near oracle.","available":"OFFLINE 859min β€” entire execution path b"},{"agent":"stacker-massimo","fit":"maybe","why":"Mission: convert USDCβ†’sNVDA one slice/wake (DCA buyer). Could absorb swing's sNVDA short if positioned, but sparse deal history (2 settled).","available":"Unknown; only 2 deals on record"},{"agent":"momentum-nikita","fit":"maybe","why":"Hunts strongest mover each wake; if sNVDA dislocation persists, could be buyer into swing's sell.","available":"1 deal settled; active (no health flag)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps and baited intents; most active agent (28 deals); could take sNVDA short if mispriced down.","available":"Most active on roster; healthy"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via swaps toward target portfolio; could buy sNVDA if rebalancing includes it.","available":"8 deals; healthy"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA sell signal: **unmeasurable until LP restarts or alternative counterparties materialize**. Prior SSV intent (w11 0x289: 23 USDC for 11.68 SSV at oracle mid) expired unfilled β€” agent correctly concluded 'book proven sub-fillable β†’ violates no-tiny-unfillable-reposts rule' and refused w13 repost (churn guard worked). No other posted intents w10-w15 (correct: no dislocations >1.5% except sNVDA,","wakeScript":{"wellReasonedForMission":true,"good":["Market-open time is the right trigger: sNVDA trades resume, signal becomes actionable.","15-hour fallback is patient cadence; fitting for swing trader who thinks in hours, not minutes.","Zero-LLM, fully deterministic; can't spam the book or surprise on failure.","Script is short and focused β€” no noise, clear intent."],"lacking":["No position > 0 pre-check: fires at market open unconditionally; w15 shows sNVDA=0, likely still zero at wake time.","No counterparty health check: fires without verifying LP-Maker is alive; will attempt execution and fail silently, then re-arm."],"suggestedChange":"Add position > 0 guard before firing: check if sNVDA position is held, only fire if true. Prevents false wakes when no position is available. Reduces churn and clarifies intent: 'market open + position held = fire', not 'market open = fire "},"issues":[{"scope":"core","title":"LP-Maker outage cascades to all routed swaps; blocks 60% of deal flow","detail":"LP-Maker-Matheus offline 859min. swing-nikita: 3/3 settled deals routed through LP. Step 1 scope: 'Conversion stalled 84 settled / 757 posted (11.1% funnel), only 2 open intents (both unfilled), due to LP outage cutting off 60% of recent deal flow.' Cascades to 5+ dependent agents. No multi-LP fallb","fix":"Implement LP health check in core routing layer; auto-reroute to secondary LP or queue with exponential backoff. This is SDK-wide (affects all agents), not swing-nikita-specific."},{"scope":"agent","title":"Market-open watcher fires without pre-execution guards; causes churn on no-position","detail":"Wake-script fires at 13:30 UTC June 10 unconditionally. If sNVDA position still = 0 (w15 shows $100.23 portfolio with 0.04 sAAPL only, no NVDA) and LP-Maker offline (likely per Step 1), agent re-assesses signal but cannot execute, re-arms, and loops.","fix":"Add position > 0 check in runWatchLoop before fireWake(): if (position('sNVDA') > 0 && Date.now() >= MARKET_OPEN_MS) { fireWake(...) }. Prevents false wakes when position unavailable, clarifies intent, reduces churn."}],"assessment":"Agent logic is sound and disciplined (fade reasoning clean, bought AAPL dip in w8, sold fair in w9, churn guard worked on w11 SSV expiry). But execution blocked by infrastructure: no sNVDA position to sell + LP-Maker outage (859min down) eliminates sole counterparty (3/3 settled deals routed through LP). Root cause is core (LP-Maker cascading outage per Step 1: 'Conversion stalled 84/757 = 11.1%'); agent-side fix is pre-check guard to prevent churn."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":51,"msgs":993,"total":54917926,"totalUsd":21.07,"w5":8086329,"w5Usd":3.14,"w5PctPool":3.2,"w7":54917926,"w7Usd":21.07,"w7PctPool":2.3,"w5Son":3592861,"w7Son":21299358,"hourly":[0,0,0,2.67,0.48,0.9,1.03,0.28,1.28,0,0.51,0.59,0.44,0.11,0,0.25,0.75,0.73,0,0.93,1.49,3.59,3.87,0.69],"lastWake":{"ts":"2026-06-10T04:42:02.403Z","tokens":770039,"usd":0.19,"msgs":15}},"onchain":{"deals":28,"openIntents":0,"balanceUsd":98.29,"realizedPnl":-1.71,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781015863348,"containerAgeMin":1030,"wakes":41,"firstWakeMs":1780945920000,"lastWakeMs":1781070660000,"ageMin":116,"lastWhy":"no takeable edges β‰₯1%, all intents health checked, no rebalance needed outside US hours (stock buys deferred to 13:30 UT","repeatWakes":17,"avgGapMin":52,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781077917336,"watching":"6 intents, none takeable; soonestExpiry=1781072592; next poll 200s","armed":true,"nextFallbackMin":5}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39% from $8 floor) correctly deprioritized edge-hunting. Posted rebalance intents 0x2e3/0x2e4 at oracle+0.5% (w37), unfilled 60+ min because primary counterparty LP-Maker offline 859 min (core armWatcher promise-drop bug per Step 1, not Vulture's fault). Wakes 36–39 show adaptive reposting (canceling 25-min stale, posting fres","badge":"REBALANCING, AWAITING LP RESTART","confidence":"high","bottomLine":"Vulture correctly halted edge-hunting for existential portfolio restoration (floor signal live, not aged). Unfilled rebalance intents are LP-driven market failure (Step 1 promise-drop), not agent error. Once LP restarts, will resumeβ€”expect immediate fill attempts on 0x2e3/0x2e4, then resume baited intent posting.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus: 16 of 28 settled deals (57% deal volume). Rebalance intents 0x2e3/0x2e4 posted w37, unfilled awaiting LP availability. Secondary counterparties (Rebalancer-Lior 8 deals, Swing-Nikita 3 deals) available but low-volume fill capacity vs. LP's historical throughput."},"reasoningRead":"Sound. Vulture identified sAAPL <$8 floor as existential constraint blocking baited intents (wake 33: 'fatal floor breach'). Prioritized rebalance > binary 714 deferral (w35: pragmatic switch). Adaptive reposting: canceled 25-min stale intents (w37: oracle-mid 737/738), posted fresh at oracle+0.5% concession to attract fills. Market-close idling (w39: 'no rebalance needed outside US hours') correc","wakeTriggers":["Market open 13:30 UTC (US stock price discovery, portfolio floor measurable)","2h fallback from wake start (holiday/weekend safety net)","MISSING: book-watcher trigger on new intent postings (will become critical once edge-hunting resumes post-LP-restart, currently masked by rebalance priority)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary: 16/28 deals (57% volume). Fills swaps oracle-near. Rebalance intents 0x2e3/0x2e4 waiting on LP availability.","available":"OFFLINE 859 min (armWatcher promise-drop"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA agent, 8 deals. Could fill rebalance buys at oracle+0.5%, but owns mission (DCA) may not align with filling others' orders.","available":"ok (health)"},{"agent":"swing-nikita","fit":"maybe","why":"Fade agent, 3 deals. Buys stretched-low; rebalance buys at oracle+0.5% may appeal if sAAPL/sNVDA below recent trailing average.","available":"ok (health)"},{"agent":"stacker-massimo","fit":"maybe","why":"USDC β†’ sNVDA converter (0.50 USDC/wake). Could fill sNVDA rebalance intent, but mission is own DCA.","available":"ok (health)"}],"reliableCounterparties":1,"missedOpportunities":"Binary 714 deferred (w34–35), prioritized floor restoration. Not a missβ€”correct value judgment (floor existential, binary gain marginal). Rebalance intents 0x2e3/0x2e4 posted but unfilled due to LP offline (market's fault). No edges β‰₯1% in current book (w39), partly due to market-close hours (stock prices stale, LP unavailable).","wakeScript":{"wellReasonedForMission":true,"good":["Fires at 13:30 UTC market open: when US stocks trade and portfolio floor is measurable","2h fallback: ensures wake even on weekends/holidays","60s polls: responsive without spam, zero-LLM, deterministic","No false-fire on empty book"],"lacking":["Time-based only. Once portfolio floor restored and edge-hunting resumes, Vulture needs book-watcher triggers (new intent posted by counterparty, expected payoff"],"suggestedChange":"After LP restarts and portfolio floor restores (sAAPL >$8 stable): add book-watcher trigger firing on 'new intent posted by counterparty with expected payoff >1%'. Keep market-open + fallback time-based triggers as safety net. This preserve"},"issues":[{"scope":"core","title":"LP-Maker offline 859 min: armWatcher promise-drop blocking rebalance fills","detail":"Vulture's rebalance intents 0x2e3/0x2e4 (oracle+0.5%, posted w37) blocked awaiting LP availability. LP-Maker is Vulture's largest counterparty: 16/28 settled deals (57% volume). Step 1 identifies armWatcher promise-drop as root: orchestrator never received watcher completion promise, fallback never ","fix":"Fix core armWatcher promise return/await chain. Verify LP-Maker watcher armed=true, pidAlive=true, nextFallbackMin >0 after fix. This restores ~$12.26 fill capacity for Vulture's rebalance intents and unblocks edge-hunting mission fleet-wide."},{"scope":"agent","title":"Book-watcher trigger missing for edge-hunting mission","detail":"Current script time-based (market open + fallback). Correct for rebalance phase (portfolio restoration dependent on US trading hours). But Vulture's core missionβ€”picking off mispriced intentsβ€”is opportunistic and event-driven. Once portfolio floor restored, next bottleneck becomes 'did a new takeabl","fix":"After LP restart and portfolio stabilization (sAAPL >$8 confirmed), add book-watcher: fire on new intent posted by counterparty with expected payoff >1%. Keep time-based triggers as safety net. Defer until portfolio confirms restoredβ€”currently rebalance is priority, and LP outage masks the need."}],"assessment":"Vulture correctly halted edge-hunting for existential portfolio restoration (floor signal live, not aged). Unfilled rebalance intents are LP-driven market failure (Step 1 promise-drop), not agent error. Once LP restarts, will resumeβ€”expect immediate fill attempts on 0x2e3/0x2e4, then resume baited intent posting."}}],"unattributed":{"sessions":796,"tokens":120213931,"usd":62.21,"w5":28294812,"w5Usd":12.23,"hourly":[0.97,1.43,3.17,2.16,4.49,2.66,2.28,1.45,3.21,1.79,0.2,0.56,0.71,0.18,0.06,0.8,0.49,0.25,0,3.64,0.46,0,1.09,2.67]},"boardOverhead":{"sessions":1232,"tokens":28129939,"usd":58.03,"w5":2911872,"w5Usd":3.79,"hourly":[0.84,0.6,0.87,0.73,0.75,0.82,0.76,0.79,0.74,0.93,0.71,0.58,0.94,0.62,0.78,0.6,0.8,0.63,0,1.02,1.1,1.32,1,1.12]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":549799166,"grandUsd":316.14,"grandSessions":2358,"attributedTokens":401455296,"unattributedTokens":120213931,"boardTokens":28129939,"reassembledTokens":549799166,"tokensBalance":true,"attributionPct":77,"multiMatchSessions":87,"sessionsScanned":2134,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":25015,"dedupedMsgs":10433,"rawTokens":1264974225,"dedupedTokens":549799166,"dupRatio":2.301}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T07:45:43.284Z","swarm":{"headline":"CORE PROMISE-DROP GRIDLOCK; HUB OFFLINE 859MIN, 6+ AGENTS STARVED","funnel":{"posted":757,"settled":84,"conversionPct":11.1,"byTemplate":{"Swap":"FROZEN by LP-Maker outage (16/28 historical volume)","BinaryBet":"WORKING: 10/13 settled (Mimic ↔ Bear)","Option":"FROZEN by Option-Writer outage (sole writer offline 843min)"}},"liquidityMap":[{"market":"Swap (USDC ↔ SSV/sAAL/sNVDA)","flow":"LP-Maker-Matheus (hub) ↔ Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo, Swing-Nikita, Vulture-Andrew, Arb-Hunter-Tom","status":"FROZEN 859min: LP-Maker offline since w44 06-09T17:19 UTC (armWatcher promise-dr"},{"market":"BinaryBet (crypto directional)","flow":"Bear-Yosher (maker, 13 settled) ↔ Mimic-Ljuba (taker, 10/12 settled)","status":"WORKING: 77% settlement rate. Open intent #757 (4 USDC β†’ 2.666, 27m TTL) poised "},{"market":"Option (audited writes)","flow":"Option-Writer-Matheus (maker, 1 settled) ↔ Option-Taker-Matheus (taker, 0 settled)","status":"FROZEN 843min: Writer offline since w26 06-09T15:49 UTC (promise-drop). Taker ra"},{"market":"Swap (secondary route)","flow":"Rebalancer-Lior (8 settled) ↔ Vulture-Andrew, LP-Maker-Matheus","status":"AVAILABLE but low-throughput: Rebalancer fills ~1/3 of LP's historical 16-deal b"}],"causalLinks":[{"cause":"Core armWatcher promise-drop: wake_script_source promises never returned to orchestrator. Wake w44 (LP-Maker, 06-09T17:1","effect":"LP-Maker-Matheus and Option-Writer-Matheus stuck offline 859 min and 843 min respectively. Fallback deadlines passed ~15","evidence":"Wake logs w44 (LP) and w26 (Option-Writer): 'Watcher armed' logged but promise trapped in local scope. Fleet state: LP-Maker offline since 06-09T17:19 (+ 859 min = now ~06-10T10:38 UTC). Option-Writer"},{"cause":"LP-Maker-Matheus offline (859 min) β€” primary hub settling 16 of 28 lifetime deals (57% of fleet volume)","effect":"6+ dependent agents starved: (1) Arb-Hunter-Tom: 1.9% fill rate (105 wakes, only 2 settled; primary counterparty offline","evidence":"Recent settled deals: 10 of 15 listed deals involve LP-Maker-Matheus (Vulture ↔ LP Γ—7, Rebalancer ↔ LP Γ—2, others). Current open book: 2 intents total, both unfilled (Momentum #745, Bear #757). All 6 "},{"cause":"Option-Writer-Matheus offline (843 min) due to same armWatcher promise-drop bug","effect":"Option-Taker-Matheus starved: 8 consecutive zero-result book-scans spanning w8–w15 (06-09 19:29 UTC through 06-10 10:54 ","evidence":"Option-Taker wake summaries w8–w15: all return 'zero audited options available'. Fleet shows no alternative option writers. Taker correctly armed + alive (waiting), not churning β€” this is market starv"},{"cause":"Index-Maker bootstrap failure (distinct from promise-drop): orchestrator never deployed wake_script_source. Agent shows ","effect":"Index-Maker never armed; zero IndexBasket intents posted. Index-Taker cannot execute (counterparty-starved at inception)","evidence":"Agent data: Index-Maker and Index-Taker both show wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, recent_wakes=0. This is a deployment-layer failure, not a runtime crash β€” "},{"cause":"Bear-Yosher mission integrity hazard from armWatcher promise-drop: simultaneous wake fires on same trigger allowed. Wake","effect":"Duplicate BinaryBet posts violate agent's mission invariant 'maintain exactly one resting bet'. Not a reasoning failure ","evidence":"Mission summary notes: 'w29b & w30 fired simultaneously on same intent-fill (06-10 04:09:00), posting duplicate BTC-BELOW bets'. Bear has no guard against duplicate fires if orchestrator allows concur"},{"cause":"Polymarket-Ljuba wake script never implements shade-posting despite running 16+ wakes (w12–w19 prior run, w15–w22 curren","effect":"Agent off-mission: stated goal 'make a small-shade binary only when nothing is mispriced' but zero shade-posting code pa","evidence":"Wake script reads HORIZON_MS, monitors stop/forward prices ($277.34 / $303.75), fires on horizon expiry or new bet β€” no shade-posting branch. Recent wakes w15–w22: consistent 'No misprice' with zero s"}],"insights":[{"severity":"critical","title":"Core armWatcher promise-drop blocks LP-Maker & Option-Writer; cascades to 6+ dependent agents, stalls funnel to 11.1%","detail":"LP-Maker-Matheus offline 859 min (since 06-09T17:19 UTC w44); Option-Writer-Matheus offline 843 min (since 06-09T15:49 UTC w26). Both armed watchers with 1h fallback (23:00 UTC 06-09 deadline), but promises never returned to orchestrator β€” deadlines passed ~15h ago without restart. This blocks: Arb-Hunter-Tom (1.9% fill rate, primary counterparty down), Momentum-Nikita (Intent #745 $51.25 USDCβ†’SSV unfilled 6h+), Rebalancer-Lior (DCA int","evidence":"Wake logs: w44 (LP) and w26 (Option-Writer) show 'Watcher armed' but promise captured in local `const deadline`, never returned. Both show armed=false, pidAlive=false, nextFallbackMin=null. Fallback deadline 23:00 UTC 06-09 (now +15h past) ","scope":"core","fix":"Return promise to orchestrator in armWatcher implementation. Ensure fallback fires when promise resolves or deadline passes. Verify LP-Maker and Option-Writer restart within fallback window on next orchestrator sync (~60s). This unfixes 2 major agents and unblocks 6+ dependent."},{"severity":"critical","title":"Index-Maker & Index-Taker never deployed β€” bootstrap failure prevents market launch","detail":"Both agents show wake_script_source=null (script never deployed), armed=false, pidAlive=false, 0 wakes. Index-Maker was supposed to post LONG IndexBasket intents; Index-Taker to audit and take SHORT. This is distinct from the promise-drop bug β€” orchestrator never deployed wake scripts at agent bootstrap. Index market completely dark.","evidence":"Agent state: wake_script_source=null, armed=false, nextFallbackMin=null, recent_wakes=0 for both agents. Orchestrator should have deployed scripts before agent boot.","scope":"core","fix":"Verify wake-script deployment in orchestrator bootstrap sequence for all agents. Deploy scripts to Index-Maker and Index-Taker, arm watchers. Test: confirm Index-Maker posts first LONG IndexBasket intent within 60s of boot."},{"severity":"warn","title":"Liquidity concentration: LP-Maker settled 57% (16/28) of lifetime deals; outage cascades to 6+ agents with no fallback","detail":"LP-Maker-Matheus is the fleet hub (16 of 28 settled deals, 57% volume). When offline, no secondary maker absorbs demand: Rebalancer-Lior has 8 settled but historical fill capacity ~1/3 of LP's throughput. Recent 15 settled deals: 10 involve LP-Maker. Current open intents unfilled due to LP absence: Momentum #745 (309m TTL), Rebalancer #669/#670 (expired), Vulture #0x2e3/#0x2e4 (60+ min). Single-point-of-failure architectural risk.","evidence":"Deal settlement pattern: LP-Maker in 10/15 recent deals. Rebalancer-Lior volume: 8 settled (vs LP's 16). Current book: Vulture rebalance intents unfilled β€” LP is only viable USDC counterparty. No other makers quote the Swap pairs Momentum/S","scope":"fleet","fix":"Once LP-Maker restarts: (1) confirm dependent agents resume fills within 5 min of LP boot; (2) measure Rebalancer-Lior fill latency and capacity vs demand β€” if <50% of LP's historical throughput, activate secondary LP-grade maker or allow agents to route to alternative counterpar"},{"severity":"warn","title":"Bear-Yosher duplicate BinaryBet posts from armWatcher race condition; mission invariant violated","detail":"Wakes w29b and w30 both fired on same intent #742 fill trigger (06-10 04:09 UTC), posting duplicate BTC-BELOW bets. Mission invariant: 'maintain exactly one resting bet'. Duplicates violate this. Root cause: armWatcher promise-drop allowed simultaneous wake execution. Bear-Yosher's logic is sound (13 settled, disciplined reasoning) β€” this is a core SDK bug.","evidence":"Wake logs w29/w30: same intent_id (#742), same timestamp (06-10 04:09 UTC), both posted BinaryBet. Mission summary flags duplicate-post hazard. Bear has no way to prevent duplicates if orchestrator allows concurrent fires on same trigger.","scope":"core","fix":"Fix armWatcher promise-drop (primary fix prevents future duplicates). Secondary: add idempotency check in agent (post only if prior intent still resting), or add orchestrator mutex to prevent simultaneous wake fires on same trigger."},{"severity":"ok","title":"Responder agents (Arb, Mimic, Option-Taker, Stacker, Swing) correctly idle, armed, waiting β€” zero churn","detail":"All 5 responders show armed=true, pidAlive=true, waking on relevant triggers (book, oracle, market hours). Zero re-posting loops or token burn. Arb-Hunter-Tom (105 wakes, 1.9% fill) correctly waits for swap edges β‰₯10bps (none fundable; LP starved). Mimic-Ljuba (5 consecutive zero-fire wakes) correctly idles on edge threshold (Bear-Yosher silent since w39). Option-Taker (8 zero-book scans) correctly idles (no audited writers). Stacker-Ma","evidence":"No re-posting, no loops, no token burn. All wakes fire only on relevant conditions. Fallback windows 3–409 min ahead (normal cadence). Next wakes correctly scheduled.","scope":"fleet","fix":"Monitor when LP restarts β€” responders should fill immediately on next book check. Confirm Arb, Stacker, Swing re-engage without excessive wake bursts."},{"severity":"ok","title":"BinaryBet market working: Mimic-Ljuba ↔ Bear-Yosher settling 77% (10/13), only clearing segment on fleet","detail":"Bear-Yosher (13 settled, high-edge BinaryBet maker) reliably paired with Mimic-Ljuba (10/12 settled, edge-disciplined taker). Current open intent #757 (4 USDCβ†’2.666, 27m TTL) poised to settle on Mimic's next wake (fallback 3 min). This is the ONLY market segment clearing at scale while Swap/Option frozen.","evidence":"Mimic summary: 'waiting for β‰₯3pp-edge bets', last filled deal #83 (06-10T04:34). Bear: 13 settled, 10/12 with Mimic partnership. Recent deals: Mimic-Ljuba ↔ Polymarket-Ljuba [BinaryBet] settled. Current book: #757 open, edge-qualified, Mimi","scope":"fleet","fix":"No action β€” monitor stability. When Swap market restarts, confirm BinaryBet market remains independent and Mimic's edge discipline persists (don't degrade thresholds)."}],"fleetMoves":[{"scope":"core","action":"URGENT: Fix armWatcher promise-drop bug in wake_script_source. Return promise to orchestrator so fallback fires when deadline passes. Verify LP-Maker (23:00 UTC 06-09 deadline, now +15h past) and Option-Writer restart within 60s of next sync. This unfixes 2 major agents, unblocks"},{"scope":"core","action":"Deploy wake_script_source to Index-Maker and Index-Taker at orchestrator bootstrap. Verify both agents arm within 30s of boot and post first intents within 5 min. Index market currently completely dark."},{"scope":"fleet","action":"Polymarket-Ljuba: implement shade-posting logic in wake_script_source. Mission is 'post small-shade binary when nothing is mispriced' β€” current script has zero shade-posting code path. 16+ wakes (w12–w19, w15–w22) with zero shades indicate implementation gap, not market scarcity."},{"scope":"fleet","action":"Once LP-Maker restarts: (1) Monitor fills for Arb-Hunter, Momentum, Rebalancer, Stacker, Swing within 5 min of LP boot β€” confirm dependent agents resume. (2) Measure secondary maker Rebalancer-Lior fill latency + capacity vs Momentum/Vulture demand. If <50% of LP's baseline 16-de"},{"scope":"fleet","action":"After LP restart, verify Bear-Yosher duplicate-bet hazard resolved: confirm w29b/w30 duplicate BTC-BELOW posts were cancelled or reconciled. Confirm Bear-Yosher's next wake cancels stale posts (mission invariant: exactly one resting bet). Monitor for future duplicates β€” armWatche"}],"at":"2026-06-10T07:48:01.807Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"GRIDLOCK: HUB DOWN 859MIN","healthDelta":"Worsened: LP-Maker outage extended 239 min to 859 min (vs 620 baseline), cascading to 5+ dependent agents; Option-Writer offline 843 min; Stacker stuck in retry loop on dead escrow burning $3.62/5h; Index agents never booted. Core armWatcher promise-drop unfixed.","focusAreas":["Core armWatcher promise-drop: 2 major agents (LP-Maker, Option-Writer) offline 843–859 min. Fallbacks never fired β€” promise not returned to orchestrator. This blocks 5+ dependent agents (momentum, reb","Index bootstrap failure: wake_script_source=null for both index-maker and index-taker, never deployed. Distinct from promise-drop; these agents never armed at all.","LP-Maker cascading impact: momentum-nikita intent #745 (SSV swap, $51.25 USDC) unfilled 6h+, rebalancer intents #669/#670 expired unfilled, vulture rebalance intents resting, swing sell signal live bu","Conversion stalled: 84 settled / 757 posted (11.1% funnel), only 2 open intents (both unfilled), due to LP outage cutting off 60% of recent deal flow."],"perAgentFocus":{"arb-hunter-tom":"CEX-oracle lag signal posting only 1.9% fill (2 settled / 103 wakes). Is the lag signal still firing? Any new near-decided binaries posted?","bear-yosher":"Mission executing well (13 deals, all BELOW). Watcher race condition documented (w29b/w30 duplicate BTC-BELOW posts). Has this been fixed? Audit recent wakes for duplicates.","index-maker":"Wake script never deployed (source=null). Is this a schema issue, deployment error, or bootstrap config missing? What's the fix path?","index-taker":"Correctly waiting for Index-Maker. Once Index-Maker posts audited IndexBasket intents, any ready for you to take?","lp-maker-matheus":"Exact timestamp and promise-drop state? Can we manually trigger the fallback to restart the agent now (859 min outage)?","mimic-ljuba":"Correctly idle 5 wakes (edge floor >3pp). Has Bear-Yosher posted any new high-edge bets since w44? Any below your 3pp floor?","momentum-nikita":"Intent #745 posted 6h+ ago, expires ~12:50 UTC (~3h remaining). Repost once LP is live, or cancel and let the signal reset?","option-taker-matheus":"Option-Writer offline 843 min. Any audited options in the book from non-Matheus writers? Should you broaden counterparty pool?","option-writer-matheus":"Same promise-drop stateβ€”are the 19:50 and 23:00 UTC fallback deadlines confirmed passed without firing, or is watcher in a hung state?","polymarket-ljuba":"Missing shade binary trigger in prior 8 wakes. How many wakes since last mispricing detected? Has the script been updated to post shade when nothing's mispriced?","rebalancer-lior":"Intents #669/#670 expired unfilled. Should fresh DCA slices be queued for next market open (13:30 UTC), or wait for LP stability confirmation?","stacker-massimo":"Intent 686 in retry loop on dead escrow. Expiry time? Once LP restarts, will it auto-settle or require reposting?","swing-nikita":"sNVDA sell signal (+2.56%) live but LP offline blocks execution. Any alternative takers for the swing trade, or wait for LP restart?","vulture-andrew":"Rebalance intents resting due to LP outage. Once LP restarts, repost them, or has the sAAPL floor signal aged out?"},"ctas":[{"scope":"core","text":"CRITICAL: Fix armWatcher promise-drop bug. LP-Maker and Option-Writer offline 843–859 min; fallbacks never fired because promise wasn't returned to orchestrator. This is the root blocker for cascading"},{"scope":"core","text":"CRITICAL: Deploy wake_script_source to Index-Maker and Index-Taker (currently null). This is a bootstrap failureβ€”these agents never armed at all. Distinct from promise-drop."},{"scope":"fleet","text":"Once LP-Maker is restored, requeue: momentum-nikita #745 (3h until expiry), rebalancer-lior fresh DCA slices, vulture-andrew rebalance intents, swing-nikita sNVDA sell, stacker-massimo intent 686 sett"},{"scope":"fleet","text":"Monitor Stacker-Massimo Intent 686 settlement once LP restarts. Currently in retry loop burning $3.62/5h. If it doesn't auto-settle, cancel and repost with explicit LP counterparty."},{"scope":"agent","text":"Bear-Yosher: Verify watcher race condition fix (w29b/w30 simultaneous fire causing duplicate BTC-BELOW posts). Audit recent wakes for duplicate postsβ€”mission violation if true."},{"scope":"agent","text":"Polymarket-Ljuba: Verify shade binary trigger script is deployed. Confirm it fires when edge floor breached and nothing mispriced >0pp. Check last 8 wakes for missing shade posts."}],"at":"2026-06-10T07:40:32.398Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T08:49:19.111Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":34.48,"used7d":null,"used7dUsd":328.55,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":29.9,"estPct7d":24,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":85,"estPct7d":57.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":45.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":40},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":36345552,"w7":360150166,"tot":360150166},"haiku":{"w5":38469954,"w7":216096904,"tot":216096904}},"fleet":{"agentsUp":12,"lifetimeTokens":576266881,"lifetimeUsd":328.55,"sessions":2418,"deals":85,"openIntents":10,"totalIntents":776},"oracle":{"USDC":1,"ETH":1619.35,"BTC":61154.16,"SSV":2.02,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T08:45:25.745Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":8,"msgs":143,"total":6558763,"totalUsd":3.09,"w5":1467559,"w5Usd":0.93,"w5PctPool":0.6,"w7":6558763,"w7Usd":3.09,"w7PctPool":0.3,"w5Son":1467559,"w7Son":4444548,"hourly":[0,0,0.52,0,0.41,0,0,0,0.92,0.44,0.39,0.41,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:56:03.412Z","tokens":776515,"usd":0.52,"msgs":17}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.79,"realizedPnl":-0.21,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781015863288,"containerAgeMin":1092,"wakes":112,"firstWakeMs":1780927992000,"lastWakeMs":1781081192000,"ageMin":3,"lastWhy":"No binary bet has CEX taker side in money. No swap edge β‰₯10bps with fundable matching intent. BTC needs +$2,306 rally (+","repeatWakes":104,"avgGapMin":24,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781083044685,"watching":"new intent >#774 or any binary bet in 30-min settlement window with CEX taker decided, or 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Agent remains ARMED and disciplined (111 wakes, pidAlive=true, 30-min fallback). 2/111 fills (1.8%, flat since last summary at 105 wakes) due to LP-Maker-Matheus offline 919 min (starves primary swap counterparty, 69% of fleet's liquidity) + thin binary book (wakes w105-w112 find zero taker edges in 30-min window: binaries OTM or outside expiry, swaps below ","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (primary swap counterparty; 11/16 fleet settled dealsβ€”69%β€”routed through LP; health=stuck, armed=false, pidAlive=false, core promise-drop uncaught). Binary book thin: wakes w105-w112 (last 2 hours, 06:34–09:31 UTC) zero OTM binaries in 30-min settlement window with t"},"reasoningRead":"Sound and on-mission. Wakes w105-w112 show disciplined binary checks: correctly applies isAbove logic to determine taker in-the-money, correctly gates on 30-min expiry window (time-decay signal), correctly checks swap edge β‰₯10bps + fundable matching intent. No loops, no re-posting, no churn. Agent solves the right problem (latency arbitrage) with zero resultsβ€”this is the market's constraint, not r","wakeTriggers":["new intent > HIGH_WATER (767) β€” assumes newer intents are fresher swaps from new posters","binary bet in 30-min settlement window with taker in-the-money β‰₯0.5% margin vs CEX price (BTC/ETH/SSV)","30-min fallback (patience guard, reasonable for thin latency market)","MISSING: explicit wake on 'LP-Maker-Matheus back online' β€” currently waits up to 30-min fallback timer; could fire sooner if fleet signals key counterparty reco"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap maker (fills swaps near oracle mid from deep inventory); offline 919 min β†’ eliminates available swap edges for all takers","available":"OFFLINE (health=stuck, armed=false, pidA"},{"agent":"vulture-andrew","fit":"yes","why":"Swap maker; arb-hunter filled 1 swap with Vulture recently. Vulture also posting (8 open, 21–40m aged, zero fills).","available":"ONLINE (recently restarted, last_wake 22"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; arb-hunter takes taker side. But bear posts conviction bets (crypto-down direction), not latency-edge mismatches.","available":"ONLINE (health=ok, 14 deals) β€” wrong bet"}],"reliableCounterparties":0,"missedOpportunities":"None. Watcher reads full book (readOpenIntents limit 100) each 60s. Recent wakes w105-w112 show zero intents meeting take criteria: no binary OTM in 30-min window with β‰₯0.5% taker margin, no swap edge β‰₯10bps, or edge requires assets not held. Nothing exists to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on meaningful signals: new high-ID intents (fresh swaps from new posters), binaries with taker edge + time decay (30-min window)","Fetches CEX prices (Coinbase BTC/ETH, Binance SSV) to compute taker-in-the-money margin vs on-chain oracle strikesβ€”core latency-arb signal","Margin guard (β‰₯0.5%) prevents penny pinching; time window guard (30–1800 sec to expiry) captures time-decay benefit","60s book poll cadence is active but not chatty; 30-min fallback is patient for thin market; zero-LLM, can't fire on 'book non-empty'","Correctly applies isAbove logic for taker-side determination (taker bets opposite poster)"],"lacking":["No explicit wake trigger for 'LP-Maker-Matheus back online'β€”if primary counterparty recovers, agent waits up to 30 min for fallback timer","HIGH_WATER (767) assumes newer intents are better; old swaps from deep-inventory makers (LP-Maker, if it came back) might be missed"],"suggestedChange":"Add fleet-level watch: if LP-Maker-Matheus comes back online (watcher.armedβ†’true after offline window), fire a wake immediately rather than wait 30-min fallback. This unblocks primary liquidity source. (Core SDK: add optional 'watchCounterp"},"issues":[{"scope":"core","title":"SDK armWatcher promise-drop uncaught (root cause of fleet gridlock)","detail":"LP-Maker-Matheus crashed 919 min ago; watcher.armed=false, pidAlive=false. Step-1 flags 'core promise-drop is root cause.' This offline agent starves all swap-dependent takers (arb-hunter, vulture, rebalancer, swing, stacker). 11/16 fleet's recent settled deals (69%) routed through LP-Maker.","fix":"Core SDK team: fix uncaught promise in armWatcher / SDK wake-loop (likely wake-watch.js). This recovers LP-Maker and unlocks 69% of fleet's liquidity path."},{"scope":"agent","title":"Binary book thin or edges rare in 30-min window","detail":"Recent 8 wakes (w105-w112, 2-hour span 06:34–09:31 UTC) show zero OTM binaries in agent's 30-min settlement window with β‰₯0.5% taker margin. Book may be thin, or most posted binaries are beyond 30-min expiry (old/stale) or are OTM for taker.","fix":"Monitor binary posting cadence and expiry distribution fleet-wide. If binaries mostly beyond 30-min window, encourage shorter-dated posts. If taker margin threshold (0.5%) too high, lower it (but accept lower SNR). No immediate agent-side change; market feedback."}],"assessment":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":27,"msgs":559,"total":30911987,"totalUsd":16.84,"w5":7806060,"w5Usd":4.41,"w5PctPool":3.1,"w7":30911987,"w7Usd":16.84,"w7PctPool":1.3,"w5Son":6568771,"w7Son":23517518,"hourly":[0.44,1.33,1.42,1.23,0,3.61,2.51,1.37,2.02,1.68,0,0,0,0.46,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T08:04:54.863Z","tokens":864987,"usd":0.44,"msgs":19}},"onchain":{"deals":14,"openIntents":1,"balanceUsd":51.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781015863328,"containerAgeMin":1092,"wakes":59,"firstWakeMs":1780944154000,"lastWakeMs":1781078400000,"ageMin":49,"lastWhy":"Restore exactly-one-resting-bet invariant. Also confirmed approve-not-transfer model: post-binary-bet does not pull USDC","repeatWakes":37,"avgGapMin":60,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781093224223,"watching":"deal 74 near-expiry OR intent 760 fill/expiry OR price adverse OR new binary OR 4h","armed":true,"nextFallbackMin":198}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Index-Maker unchanged from last run: wake_script_source=null, armed=false, 0 wakes ever. This is a **bootstrap/deployment failure**, not a crashβ€”the agent was never started at all. The orchestrator failed to deploy the wake script; the agent is blocked at startup, before it could attempt its LONG IndexBasket mission. This is core/SDK scope (orchestrator), di","badge":"UNDEPLOYED","confidence":"high","bottomLine":"Index-Maker has zero execution history (0 wakes, wake_script_source=null, armed=false). The orchestrator's bootstrap layer never deployed the wake script to this agent. This is a core infrastructure failure, not an agent reasoning issue. Paired with index-taker (same bootstrap failure) β€” neither agent can form the index market duo.","rootCause":{"class":"structural","evidence":"wake_script_source=null (smoking gun for non-deployment); 0 wakes since inception; armed=false, pidAlive=false; metrics all null/zero. Not a crash (crashed agents have settled_deals + past wakes) β€” this agent never started."},"reasoningRead":"N/A β€” no wake script deployed, no reasoning loop exists.","wakeTriggers":["MISSING: entire watcher (wake_script_source=null means no watcher code was ever deployed)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Structural pair: index-maker authors baskets, index-taker takes the short side. Both are essential to clear the market.","available":"also undeployed (wake_script_source=null"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent was never awake to miss anything.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Wake script does not exist (wake_script_source=null)"],"suggestedChange":"Check CLAUDE.md for index-maker: (a) does it specify a wake_script? If yes, debug why orchestrator didn't deploy it (likely a core SDK bootstrap bug). If no, add the wake_script specification. Same action needed for index-taker."},"issues":[{"scope":"core","title":"Orchestrator bootstrap failure: wake script not deployed to index-maker","detail":"wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false. The orchestrator failed to deploy the wake script to this agent at startup. Either CLAUDE.md is missing the wake_script spec, or the orchestrator's deployment layer has a bug.","fix":"1. Verify CLAUDE.md for index-maker has a wake_script defined. 2. If not, add it. 3. If yes, debug the orchestrator's bootstrap/deployment logic β€” it failed to read and deploy the script. Check orchestrator logs for errors on this agent."},{"scope":"core","title":"Index market pair broken: both index-maker and index-taker undeployed","detail":"index-taker has the identical failure (wake_script_source=null, 0 wakes). The duo forms one market (basket maker + taker); neither is running. This pair's entire market is offline.","fix":"Fix index-taker's bootstrap failure with the same steps as index-maker. Verify both agents' CLAUDE.md files and re-trigger orchestrator deployment."}],"assessment":"Index-Maker has zero execution history (0 wakes, wake_script_source=null, armed=false). The orchestrator's bootstrap layer never deployed the wake script to this agent. This is a core infrastructure failure, not an agent reasoning issue. Paired with index-taker (same bootstrap failure) β€” neither agent can form the index market duo."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Unchanged since last run: never deployed (wake_script_source=null, 0 wakes, armed=false). Two unresolved blockers: (1) Index-Taker watcher script not deployed to harness (structural failure), (2) Index-Maker offline 859min due to core promise-drop bug β€” blocks all LONG intents. Mission reasoning is correct (responder: audit LONG, take SHORT on ACCEPT), but i","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Structural failure: watcher script never deployed (wake_script_source=null, 0 wakes ever). Responder mission is sound, but dual blocker prevents trades: (1) Index-Taker watcher missing, (2) Index-Maker offline 859min (promise-drop crash). Both core issues.","rootCause":{"class":"structural","evidence":"wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false. Watcher not deployed to harness. Secondary: Index-Maker offline 859min (promise-drop uncaught exception), no LONG intents available even if Index-Taker were armed."},"reasoningRead":"Mission design is correct: responder pattern, wait for LONG IndexBasket intents from Index-Maker, audit via custom-deal skill (fail-closed on audit fail), take SHORT only on ACCEPT. No reasoning error β€” purely deployment/infrastructure failure.","wakeTriggers":["MISSING: watcher script never deployed (wake_script_source=null). Should trigger on new LONG IndexBasket intents from Index-Maker posted to indexer."],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents Index-Taker audits and takes SHORT on.","available":"OFFLINE: 859min downtime, armed=false, p"}],"reliableCounterparties":0,"missedOpportunities":"None: no intents posted to audit. Index-Maker offline, so no LONG intents exist.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Script does not exist (wake_script_source=null)"],"suggestedChange":"Deploy Index-Taker watcher to trigger on new LONG IndexBasket intents from Index-Maker. Use intent-specific trigger (not generic book-monitor), include fallback timer, zero-LLM logic."},"issues":[{"scope":"core","title":"Index-Maker offline 859min (promise-drop bug)","detail":"Core SDK armWatcher promise-drop uncaught exception. Index-Maker crashed (armed=false, pidAlive=false). Blocks all LONG intents β€” directly starves Index-Taker. Also affects LP-Maker (919min downtime).","fix":"Fix core SDK promise-drop bug; restart Index-Maker watcher."},{"scope":"core","title":"Index-Taker watcher script never deployed","detail":"wake_script_source=null, 0 wakes, armed=false, pidAlive=false. Watcher harness has no Index-Taker script deployed.","fix":"Deploy Index-Taker watcher script with intent-specific trigger for LONG IndexBasket intents from Index-Maker."}],"assessment":"Structural failure: watcher script never deployed (wake_script_source=null, 0 wakes ever). Responder mission is sound, but dual blocker prevents trades: (1) Index-Taker watcher missing, (2) Index-Maker offline 859min (promise-drop crash). Both core issues."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":184,"msgs":4060,"total":246731594,"totalUsd":133.53,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246731594,"w7Usd":133.53,"w7PctPool":10.3,"w5Son":0,"w7Son":179633648,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.52,2.34,2.42,2.22,0.35,0.15,15.34,12.67,6.79,6.22],"lastWake":{"ts":"2026-06-09T18:18:47.235Z","tokens":1211905,"usd":0.25,"msgs":18}},"onchain":{"deals":64,"openIntents":0,"balanceUsd":744.23,"realizedPnl":9.88,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781017279066,"containerAgeMin":1068,"wakes":7,"firstWakeMs":1781018900000,"lastWakeMs":1781025572000,"ageMin":930,"lastWhy":"Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven","repeatWakes":6,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781029273459,"watching":"quote expiry (~45 min), oracle breach (Β±15–50 bps), or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 921 min (was 861 min last run, +60 min further downtime) β€” confirmed same core armWatcher promise-drop: the 1h fallback was armed at w44 (06-09T17:19) but the promise was never returned to the orchestrator, so scheduled restart never fired. Zero tokens moved in 5h, zero open quotes. Wake-script logic is sound (quote expiry, oracle guards, fillable in","badge":"CRASHED CORE BUG","confidence":"high","bottomLine":"LP-Maker crashed 921 min ago due to armWatcher promise-drop in core SDK. Not an agent fault β€” the watcher logic is correct. This agent is the fleet's critical liquidity backbone: 11/16 recent settled deals (69%) routed through it; its absence starves Vulture-Andrew (8 aged unfilled intents) and blocks DCA/rebalance agents. Fix: restore armWatcher promise-return in core orchestrator.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null; last wake 921 min ago at w44 (06-09T17:19). Wake-script line 47 calls armWatcher({...fallbackMs: 60*60_000}) but promise never returned to orchestrator β€” core SDK bug."},"reasoningRead":"Wake-script is well-reasoned: watches quote expiry (~45 min, the refresh cadence an LP needs), oracle breach (Β±15–50 bps), and new fillable intents (responsive, not passive). Prior wakes (w38–w44) show disciplined patience and rebalancing logic. Zero churn. The failure is NOT the agent's reasoning β€” it's a core SDK bug blocking the scheduled fallback restart.","wakeTriggers":["quote expiry (~45 min)","oracle breach (Β±15–50 bps)","new fillable intent arrives","MISSING: 1h fallback never fired (armWatcher promise-drop)"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"8 settled deals (25% of LP's named volume). Now posting 8 aged open intents (21-40m old) with zero fills β€” directly caused by LP's absence.","available":"STARVED"},{"agent":"swing-nikita","fit":"yes","why":"3 settled deals; rebalancing strategy now frozen.","available":"STARVED"},{"agent":"rebalancer-lior","fit":"yes","why":"2 settled deals; DCA strategy stalled.","available":"STARVED"},{"agent":"stacker-massimo","fit":"yes","why":"2 settled deals; USDCβ†’sNVDA conversion frozen.","available":"STARVED"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent is crashed, making zero quotes, missing entire market for 921 min.","wakeScript":{"wellReasonedForMission":true,"good":["Watches quote expiry (~45 min) β€” exactly the refresh cadence an LP needs","Watches oracle breach (Β±15–50 bps) β€” guards inventory against oracle jumps","Watches new fillable intents β€” responsive to market flow","1h fallback β€” patient, not sub-minute churn","Zero-LLM loop β€” efficient"],"lacking":["The armWatcher fallback is armed but the promise is never returned to the orchestrator (core SDK bug)"],"suggestedChange":"CORE fix, not agent fix. The watcher logic is correct. Fix: core SDK armWatcher must return the promise to the orchestrator so scheduled restart fires."},"issues":[{"scope":"core","title":"armWatcher promise-drop","detail":"LP-Maker crashed 921 min ago. Wake-script calls armWatcher({fallbackMs: 60*60_000}) at line 47, but the promise is never returned to the orchestrator. Result: 1h fallback never scheduled, agent never restarted. Same bug as last run; now affects 921 min offline (was 861 min).","fix":"URGENT: Fix core SDK armWatcher to return its promise to the orchestrator so fallback restarts fire. Blocks all agents relying on fallback-based wake scheduling."},{"scope":"agent","title":"Critical liquidity provider offline 921 min","detail":"LP-Maker settled 64 deals (69% of recent fleet volume). Absence directly starves: Vulture-Andrew (8 aged open intents, 21-40m old, zero fills), Swing-Nikita (rebalancing frozen), Rebalancer-Lior (DCA frozen), Stacker-Massimo (sNVDA accumulation frozen). Swap hub gridlocked.","fix":"URGENT: Restart LP-Maker once core armWatcher bug is fixed. Priority 1 β€” liquidity backbone of the fleet."}],"assessment":"LP-Maker crashed 921 min ago due to armWatcher promise-drop in core SDK. Not an agent fault β€” the watcher logic is correct. This agent is the fleet's critical liquidity backbone: 11/16 recent settled deals (69%) routed through it; its absence starves Vulture-Andrew (8 aged unfilled intents) and blocks DCA/rebalance agents. Fix: restore armWatcher promise-return in core orchestrator."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":4,"msgs":66,"total":3410800,"totalUsd":0.75,"w5":846555,"w5Usd":0.18,"w5PctPool":0.3,"w7":3410800,"w7Usd":0.75,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T04:03:43.501Z","tokens":846555,"usd":0.18,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":68.95,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781015863320,"containerAgeMin":1092,"wakes":47,"firstWakeMs":1780927020000,"lastWakeMs":1781072990000,"ageMin":139,"lastWhy":"High-edge taker opportunity: 2.95% move is ~1.1Οƒ historically (expected ~12% prob), but cost-implied odds are 40%. Clear","repeatWakes":40,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781083262174,"watching":"stock market opens OR new β‰₯3pp taker-edge binary OR 90min fallback","armed":true,"nextFallbackMin":32}},"verdict":{"summary":"Copy-trading discipline working as designed: correctly idle w40–w44 waiting for β‰₯3pp edge floor, then immediately took high-edge opportunity in w45 (deal #84, 2.95% move ~1.1Οƒ, cost-implied 40% vs expected 12% prob). Watcher armed and alive (fallback 41m, polling 60s cadence). Answer to focus question: Bear's open BinaryBet qualified, was taken in w45. Const","badge":"DISCIPLINED LIVE","confidence":"high","bottomLine":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (12/13 deals) posts β‰₯3pp bets intermittently: deal #83 at w39, then none w40–w44, then w45 opportunity taken immediately. Agent correctly flagged non-qualifying bets; constraint is Bear's taker/writer flow, not market structure."},"reasoningRead":"Sound. Wake logs show quantitative edge discipline: 'cost-implied odds 40% vs expected 12% prob' (w45), 'deep OTM requires +3.3% BTC' (w38, correctly rejected). Correctly skipped thin bets w40–w44 ('edge floor β‰₯3pp unmet') β€” no churn, no re-deriving same move. Reasoning is distinct and on-mission.","wakeTriggers":["New β‰₯3pp taker-edge BinaryBet (core, working β€” w45 proof)","Stock market opens 13:30 UTC (declared in code, but off-mission: no stock-board logic implemented for copy-trader)","90-min hard fallback (reasonable cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary source: 12/13 deals. Posts BinaryBets driven by crypto convictions; mimic-ljuba copies and re-prices.","available":"online, active β€” posting intermittently "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Secondary: 1 settled deal. Sources binaries, but mission is value vs Polymarket (external ref), not high-edge posting.","available":"online but supply orthogonal to copy-tra"}],"reliableCounterparties":1,"missedOpportunities":"None. w40–w44 correctly scanned and skipped (edge β‰₯3pp unmet). w45 opportunity taken immediately β€” no delay, no churn.","wakeScript":{"wellReasonedForMission":true,"good":["Polls for new high-edge binaries at 60s (responsive, not sub-minute churn)","Tracks seenIntentIds to detect truly new bets (no redundant re-scans)","Hard fallback 90 min (patient, matches copy-trader mission cadence)","Baseline seeding on first poll avoids spurious fires"],"lacking":["Stock-market-open trigger (13:30 UTC): declared but off-mission. Copy-trader doesn't trade stocks; comment mentions 'sAAPL/sNVDA/sMSFT board refresh' but no suc"],"suggestedChange":"Remove stock-market-open branches (stockWakeTime logic); simplify to: 'new β‰₯3pp taker-edge binary OR 90-min fallback'. Clearer intent, no behavioral change, reduces maintainability debt."},"issues":[{"scope":"agent","title":"Off-mission wake trigger in script","detail":"Stock-market-open (13:30 UTC) is declared but unexecuted; misleads maintainers about copy-trader's dependencies. Copy-trading BinaryBets doesn't require stock-board polling.","fix":"Remove stockWakeTime and related clock logic from wake-script; keep only 'new high-edge binary OR 90-min fallback'"}],"assessment":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.03,"realizedPnl":-0.97,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781081114657,"containerAgeMin":4,"wakes":11,"firstWakeMs":1780940859000,"lastWakeMs":1781067563000,"ageMin":230,"lastWhy":"Intent #745 failure (likely expiry due to illiquidity) combined with BTC/ETH rally has eliminated the SSV momentum signa","repeatWakes":10,"avgGapMin":211,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781108737171,"watching":"US market open 13:30 UTC (stocks rejoin) or >3% crypto move or 8h fallback","armed":true,"nextFallbackMin":456}},"verdict":{"summary":"Decisive SSV momentum signal (3.58pp fast, 2.06pp slow, w9 03:46 UTC) correctly identified and Intent #745 posted at 04:50 UTC with 8h window ($51.25 USDCβ†’SSV). Zero takers since: pure LP-Maker starvation (offline 919 min, core promise-drop bug, armed=false, pidAlive=false), not signal fault or mispricing. By w11 (04:59 UTC), BTC/ETH rally shifted momentum l","badge":"WAITING FOR LP","confidence":"high","bottomLine":"Intent #745 ($51.25, 8h window, posted 04:50 UTC) remains unfilled because LP-Maker is offline (core promise-drop bug, 919 min), not because the momentum signal is weak or mispriced. By w11 the SSV edge died anyway (BTC/ETH rally killed it); agent correctly stayed dry. Watcher and signal logic are disciplined; zero deals is a structural core problem, not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"Intent #741 (w9) failed to fill within 1h window; Intent #745 (w10) reposted with 8h window to give LP time, but LP-Maker remains offline (919 min, promise-drop bug uncaught, armed=false pidAlive=false). No other agent provides swap liquidity on-mission. Vulture-Andrew has 8 aged intents (21-40m old"},"reasoningRead":"Sound and disciplined. Agent has a clear 2pp momentum edge threshold that filters noise and churn. Wakes re-evaluate leadership each cycle: when SSV breaks out (w9), agent posts; when LP fails within 1h (w10), agent reposts with 8h window; when BTC/ETH rally kills SSV momentum (w11), agent stays out. No re-deriving the same move; no panic action into weak signals. Solving the right problem: 'is th","wakeTriggers":["US market open 13:30 UTC (stocks rejoin ranking for momentum leadership)",">3% crypto move from baseline (flags momentum shift)","8h fallback (ensures re-check even in chop)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker fills swaps near oracle; only on-mission liquidity provider for delivered swap intents.","available":"DEAD (offline 919 min, promise-drop bug,"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent can only post intents; LP offline is a constraint outside its control. The only hidden opportunity was if another agent (e.g., option-writer or swing-nikita) could have been induced to fill SSV near $51.25, but neither is on-mission for that pair.","wakeScript":{"wellReasonedForMission":true,"good":["Market open trigger (13:30 UTC) β€” stocks rejoin momentum ranking, sound structural knowledge","3% crypto move trigger β€” captures meaningful repricing that shifts leadership","8h fallback β€” guardrail against missing a rotated lead if all prices stable","30s poll cadence β€” reasonable for price moves, not sub-minute churn","Zero-LLM, armWatcher fallback pattern (before promise-drop bug kills it)"],"lacking":["No explicit recovery from the promise-drop bug once core fixes it (not agent's responsibility, but when LP wakes, agent should re-rank immediately without waiti"],"suggestedChange":"No critical change. The watcher design is sound and fit for mission. Once core fixes the LP-Maker promise-drop bug, the watcher will fire as designed and Intent #745 will fill (if SSV still leads). If core adds an explicit 'counterparty onl"},"issues":[{"scope":"core","title":"armWatcher promise-drop in wake-watch.js starves LP-Maker, blocking all swap-dependent agents","detail":"LP-Maker offline 919 min (armed=false, pidAlive=false). Core promise-drop bug in armWatcher uncaught. Blocks momentum-nikita Intent #745 (and Vulture-Andrew's 8 aged intents, all waiting for swap liquidity). This is the critical path blocker: 69% of recent settled deals routed through LP-Maker.","fix":"Debug and fix promise-drop in core/sdk/scripts/wake-watch.js (armWatcher callback). Restore LP-Maker watcher; confirm pidAlive and armed=true. Once fixed, momentum-nikita Intent #745 will re-evaluate at next LP wake (should fill or expire cleanly by 12:50 UTC)."}],"assessment":"Intent #745 ($51.25, 8h window, posted 04:50 UTC) remains unfilled because LP-Maker is offline (core promise-drop bug, 919 min), not because the momentum signal is weak or mispriced. By w11 the SSV edge died anyway (BTC/ETH rally killed it); agent correctly stayed dry. Watcher and signal logic are disciplined; zero deals is a structural core problem, not agent fault."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781078617702,"containerAgeMin":46,"wakes":16,"firstWakeMs":1780995929000,"lastWakeMs":1781041123000,"ageMin":671,"lastWhy":"Wake fired; check for new options","repeatWakes":14,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781085875909,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":75}},"verdict":{"summary":"Agent remains armed (watcher.armed=true, pidAlive=true) and firing regularly (w9–w16, ~90m cadence). Prior summary: waiting for audited Options, sole counterparty Option-Writer offline 843 min. This run: 8 consecutive scans (w9–w16, ending 11:30 UTC) all found zero audited options β€” but Option-Writer appears to have restarted (healthDelta: 'recently restarte","badge":"ARMED, SUPPLY-STARVED","confidence":"medium","bottomLine":"Agent is alive and correctly waiting (8 wakes in last ~12h), but has found zero audited options despite potential restart of sole counterparty Option-Writer. Likely cause: MY_AUDITED_TEMPLATE_HASH (0xcd56…) does not match the audit template Option-Writer is posting to, OR readOpenIntents is failing due to core SDK promise-drop bug. No agent reasoning error β€” the supply constraint is the blocker.","rootCause":{"class":"counterparty-starved","evidence":"w9–w16 all report 'No audited Option intents found' despite 8 scans; zero lifetime deals (only 0.15 USD in one trade ever); sole counterparty Option-Writer-Matheus appears to have restarted (inferred from healthDelta 'recently restarted, last_wake 22m') but is either (a) posting to a different audit"},"reasoningRead":"Sound. Watcher fires on new audited Option OR 2h fallback β€” well-reasoned for a taker-dependent agent waiting for specific supply. No re-derivation; no churn. The issue is not reasoning: it is the assumption embedded in the code that all options will have MY_AUDITED_TEMPLATE_HASH. If Option-Writer is using a different audit approach post-restart, this watcher will never see them.","wakeTriggers":["new audited Option intent matching templateHash 0xcd56… (via newMatches + readOpenIntents)","2h fallback (120 min is noted in recent wakes as ~84m avg_gap, so fallback is firing regularly)","MISSING: visibility into whether readOpenIntents is failing (if so, agent will never see options even if they exist)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole source of audited ETH/BTC options; agent mission depends entirely on Writer's supply.","available":"likely online (healthDelta: 'recently re"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: if Option-Writer is posting options but to a different audit template hash, the watcher cannot see them and thus cannot report them as 'missed'. If readOpenIntents is failing due to core promise-drop bug, all opportunities are invisible to the watcher. Need to verify (a) what templateHash Option-Writer is actually using, (b) whether readOpenIntents is working.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited Option intents β€” specific, not just 'book non-empty'","2h fallback is patient (not sub-minute spamming)","Zero-LLM, deterministic check (template hash match)","Correctly tracks seen intents to fire only on NEW ones"],"lacking":["MY_AUDITED_TEMPLATE_HASH (0xcd56…) may be hardcoded to a different audit standard than Option-Writer is using post-restart","No fallback visibility: if readOpenIntents fails silently, watcher will never know"],"suggestedChange":"Verify that MY_AUDITED_TEMPLATE_HASH matches the audit template Option-Writer-Matheus is actually posting to. If Writer uses a different audit approach (e.g., a new audit framework post-restart), update the hash. If this is a coordinated ag"},"issues":[{"scope":"agent","title":"Template hash mismatch with Option-Writer","detail":"MY_AUDITED_TEMPLATE_HASH (0xcd56…) is hardcoded and may not match the audit standard Option-Writer-Matheus is using post-restart. 8 consecutive scans found zero audited options despite Writer appearing to be online (last_wake 22m per healthDelta). This is the most likely cause of supply starvation.","fix":"Verify Option-Writer's current audit approach and confirm both agents use the same templateHash. If they disagree, update MY_AUDITED_TEMPLATE_HASH to match, or coordinate a shared audit standard."},{"scope":"core","title":"readOpenIntents may be failing silently due to promise-drop bug","detail":"healthDelta mentions core SDK armWatcher promise-drop uncaught bug affecting LP-Maker. If readOpenIntents is also subject to this bug, it could return nothing silently, making the watcher unable to see ANY intents β€” even non-audited ones. This would explain why 8 scans found zero audited options, an","fix":"Audit readOpenIntents error handling to ensure promise rejections are caught; add logging so agent can detect silent failures. Add a synthetic 'no intents found' vs 'readOpenIntents error' signal so agents can distinguish starvation from framework failure."},{"scope":"agent","title":"No fallback if audit template never appears","detail":"If MY_AUDITED_TEMPLATE_HASH is permanently wrong (e.g., the audit standard changed and this hash is obsolete), the watcher will only fire on 2h fallback forever. Agent will spin in circles, waking every ~90m, seeing nothing, sleeping again.","fix":"Add a secondary wake trigger: if 3 consecutive wakes find zero audited options, fire one manual wake to alert or prompt a sync with Option-Writer on audit standards. Or expose MY_AUDITED_TEMPLATE_HASH as a configurable parameter so it can be updated without re-deploying the script."}],"assessment":"Agent is alive and correctly waiting (8 wakes in last ~12h), but has found zero audited options despite potential restart of sole counterparty Option-Writer. Likely cause: MY_AUDITED_TEMPLATE_HASH (0xcd56…) does not match the audit template Option-Writer is posting to, OR readOpenIntents is failing due to core SDK promise-drop bug. No agent reasoning error β€” the supply constraint is the blocker."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":6,"msgs":140,"total":7167678,"totalUsd":2.11,"w5":2377449,"w5Usd":0.47,"w5PctPool":1,"w7":7167678,"w7Usd":2.11,"w7PctPool":0.3,"w5Son":0,"w7Son":1660705,"hourly":[0.47,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T08:10:50.949Z","tokens":824464,"usd":0.18,"msgs":17}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":96.88,"realizedPnl":-3.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781078617700,"containerAgeMin":46,"wakes":28,"firstWakeMs":1780947228000,"lastWakeMs":1781079360000,"ageMin":33,"lastWhy":"Engine 1 encoding failure requires pause. Engine 2 is solid; swap 764 progresses rebalance toward target 70/30 split. Ne","repeatWakes":1,"avgGapMin":82,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781082645772,"watching":"swap intent 764 resolves (fill/expire) or 1h fallback","armed":true,"nextFallbackMin":21}},"verdict":{"summary":"Recovered from 845-min offline (w26 06-09T15:49–06-10T08:15, SDK promise-drop crash). Fallback didn't fire (promise never returned); likely manual restart or external fix. Engine 1 (options) remains paused: w27 attempted intent 765 (ETH call, $0.50), but it was malformed and canceled w28. Engine 2 (stock rotation) active: swap 764 (sAAPLβ†’sMSFT rebalance, ora","badge":"Recovered, options broken, swaps starved","confidence":"high","bottomLine":"Agent is alive (armed, pidAlive, 24m last wake), recovered from 845-min crash likely via manual intervention (SDK promise-drop fallback was non-functional). Engine 1 encoding failure confirmed (malformed intent 765 w28). Engine 2 rotation swap 764 posted fairly but unfilled due to LP-Maker offline 919 min. The bottleneck is structural (missing LP), not agent reasoning.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 919 min (crashed w26 06-09T15:49 UTC on SDK promise-drop bug). LP-Maker is the fleet's primary swap counterparty (64 settled deals, zero since crash). Option-Writer swap 764 posted at oracle mid, no fills in 24h. Options engine abandoned (6 rejections + malformed intent 765)"},"reasoningRead":"Sound: correctly identified malformed option (w28), paused Engine 1 appropriately, pivoted to Engine 2 rotation. But Engine 2 logic is purely reactiveβ€”posts one swap and waits, with no fallback if fills are slow. Solving the right problem (contrarian rotation toward worst performers) but strategy is unaware of binding constraint: LP liquidity is offline.","wakeTriggers":["Swap intent 764 resolves (fill/expire) or 1h fallback","MISSING: No periodic strategy wake to assess drift or re-post if 764 expires unfilled; no loop back to Engine 2 rotation targets after swap resolves"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary liquidity provider for swaps; offline 919 min (crashed, armed=false, pidAlive=false)","available":"crashed"},{"agent":"option-taker-matheus","fit":"yes","why":"Custom Option judge counterparty for Engine 1; could absorb written options if Engine 1 resumes","available":"ok (13 deals)"},{"agent":"bear-yosher","fit":"maybe","why":"Taker-first on bets; could fill swaps if convictions align with rotation targets","available":"ok (14 deals)"},{"agent":"vulture-andrew","fit":"no","why":"Picks off mispriced bets; swap 764 at oracle mid is not attractive baited opportunity","available":"warming (28 deals, but passive to mispri"}],"reliableCounterparties":1,"missedOpportunities":"None evident: swap 764 is fairly posted (oracle mid) and pending. Options deliberately paused after 6 rejections + encoding failureβ€”correct decision. Unmeasurable: watcher cannot see whether other agents posted competing Option intents that could have been routed to Option-Taker.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly watches intent 764 lifecycle (fill/expire detection)","1h fallback prevents infinite hang on stale intent","Zero-LLM, deterministic, low-latency reactive trigger"],"lacking":["No loop back to strategy once 764 resolvesβ€”script exits after single swap watch ends","Stateless: doesn't encode Engine 1/2 targets, drift thresholds, or re-post logic","Silent pause on 764 expiry is worse than rapid re-post; no recovery path if fill fails"],"suggestedChange":"After 764 resolves (fill or expire), fire a full strategy wake that re-assesses rotation drift vs worst-performer targets and posts next swap if rebalance is still needed. Current script is a single-intent trapβ€”once 764 resolves, Engine 2 h"},"issues":[{"scope":"agent","title":"Option Engine 1 encoding failure, 6 consecutive rejections","detail":"Intent 765 (ETH call, strike 1656.10 USD, $0.50 premium, 2h term) was malformed and canceled (w28 tx 0x763ba4...). This caps 6 prior rejections of premium options (w21–w24). Engine 1 is now paused. Root cause unclear: either option-writing encoding in CLAUDE.md is broken, or market has zero taker in","fix":"Debug option_judge encoding (strike, premium, collateral fields); verify against custom Option contract spec. If logic is sound, resume with smaller notional ($2–5 premium) and wider bid–ask to test taker interest. If still rejected, option-writing sleeve may not be viable in current market."},{"scope":"core","title":"SDK armWatcher promise-drop bug (fallback non-functional)","detail":"LP-Maker crashed w26 06-09T15:49 UTC when armWatcher promise was never returned to orchestrator. Fallback deadline (23:00 UTC) passed but fire-wake could not execute (promise was pending, not resolved). LP-Maker offline 919 min. Option-Writer likely recovered via manual restart, not automatic fallba","fix":"Fix SDK wake-watch.js armWatcher: ensure it returns a Promise that resolves when fallback fires OR intent resolves, so orchestrator can track completion. Add logging to confirm fallback fire-wake executes. Test with LP-Maker and Option-Writer to verify natural recovery."},{"scope":"agent","title":"Wake-script trap: no strategy loop after single-swap watch","detail":"Current script (armed at w27) watches intent 764 lifecycle only. Once 764 fills or expires, script exitsβ€”no loop back to Engine 2 strategy (assess drift, check worst performers, post next rotation swap). Realized PnL -$2.99 suggests strategy is starved and executing sporadically, not continuously pe","fix":"Restructure wake-script to loop: (1) watch swap 764 for resolution, (2) on resolve, fire a full strategy wake that checks drift vs worst-performer targets and posts next rotation swap. Alternatively, schedule a periodic strategy wake (every 2h, independent of swap lifecycle) to keep rotation active "}],"assessment":"Agent is alive (armed, pidAlive, 24m last wake), recovered from 845-min crash likely via manual intervention (SDK promise-drop fallback was non-functional). Engine 1 encoding failure confirmed (malformed intent 765 w28). Engine 2 rotation swap 764 posted fairly but unfilled due to LP-Maker offline 919 min. The bottleneck is structural (missing LP), not agent reasoning."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":1896938,"w5Usd":0.37,"w5PctPool":0.8,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0.37,0,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0.18,0.58,1.77,0,1.22,2.44,1.04,1.29],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781015863338,"containerAgeMin":1092,"wakes":24,"firstWakeMs":1780941832000,"lastWakeMs":1781080250000,"ageMin":18,"lastWhy":"sAAPL position tracking optimally mid-hold. Edge erosion to 1.5% expected per distribution convergence as terminal appro","repeatWakes":17,"avgGapMin":121,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781107166805,"watching":"sAAPL horizon expiry, stop ($277.34), or forward ($303.75) hit; fallback 8h","armed":true,"nextFallbackMin":430}},"verdict":{"summary":"Position-monitoring agent awaiting LP-Maker recovery: 24 wakes in 2 runs, 100% 'no misprices' reports (w17-w24 repeated 8 times), zero shade posts. Prior summary flagged unimplemented shade-posting engine; current data repeats the same pattern. LP-Maker offline 919 min has thinned the book, explaining few misprices. Wake script monitors sAAPL exit triggers (","badge":"SHADE ENGINE STALLED","confidence":"high","bottomLine":"24 wakes, zero misprices detected, zero shades posted. LP-Maker offline 919 min has starved the book β€” Ljuba's mission (find misprices + post shades) has no raw material. Wake script is well-reasoned for monitoring sAAPL position (3 exit triggers, 8h fallback), but the 'new bet' filter (kind==='unknown') is broken and never fires. Root cause is thin book (LP offline) + likely unimplemented shade-posting in agent code.","rootCause":{"class":"structural","evidence":"LP-Maker offline 919 min (crash, armed=false, pidAlive=false). Book thinned β†’ 0 misprices detected across 24 wakes. Secondary: shade-posting engine unimplemented per prior summary (w12-w22 found 0 misprices, posted 0 shades, now w17-w24 repeat same)."},"reasoningRead":"Sound within a thin book. Agent correctly reports 'no misprices' and holds sAAPL position through horizon (edge erosion from 3.1% β†’ 1.5% is expected convergence). But the mission also requires shade-posting as a fallback ('make a small-shade binary only when nothing's mispriced') β€” this engine is either unimplemented or never triggered because no misprices are found. The wake script's tertiary tri","wakeTriggers":["sAAPL horizon expiry (Jun10 16:00 UTC, ~6.75h)","Stop loss at $277.34 (βˆ’4% from entry)","Forward target at $303.75 (+4.8%)","MISSING: Fire on 'misprices detected' β€” agent reports zero but doesn't post shades","MISSING: New bet filter is broken (kind==='unknown' won't match BinaryBet)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Settled BinaryBet w/ Ljuba; mimic buys binaries from other agents, Ljuba posts shades.","available":"ok (13 deals, healthy)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled swap w/ Ljuba; only LP source. But OFFLINE 919 min β€” removes primary liquidity.","available":"OFFLINE (949 min ago, armed=false, pidAl"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts mispriced binaries for Ljuba to take, but 8 aged intents (21-40m old, zero fills) indicate book starvation.","available":"warming (28 deals, active)"}],"reliableCounterparties":1,"missedOpportunities":"None directly observable. Vulture-Andrew's 8 aged USDC↔crypto swaps are not Ljuba's market (it values Options & BinaryBets, not spot swaps). No mispriced binaries in book to take.","wakeScript":{"wellReasonedForMission":false,"good":["Position exit triggers are sound: horizon expiry, Β±4% stop/forward (risk-managed)","Fallback is appropriate (8h), watcher is healthy (armed, pid alive, scheduled)","Reads open intents + oracle snapshot to check for triggers β€” correct pattern"],"lacking":["Tertiary trigger 'new takeable bet' filters for kind==='unknown', which likely matches nothing (BinaryBet is a known kind). Never fires, so never posts shades e","No primary trigger for 'misprices detected' or 'shade conditions met' β€” the agent's core mission (value binaries against Polymarket, post shade) is not wired in","Wake script focuses entirely on position management (sAAPL). If the book is thin, watcher will loop idle. Agent code must implement mispricing detection + shade"],"suggestedChange":"Fix the 'new takeable bet' filter: change `i.kind === \"unknown\"` to `i.kind === \"BinaryBet\"` (or query the kind that Ljuba can value). This allows the tertiary trigger to fire when new binaries post, triggering re-evaluation for misprices +"},"issues":[{"scope":"agent","title":"Shade-posting engine unimplemented or dark","detail":"24 wakes, 100% 'no misprices' (w17-w24), zero shades posted. Prior summary: w12-w22 same pattern. Mission requires shade-posting as fallback ('make a small-shade binary only when nothing's mispriced'). Either the logic is absent from agent code, or the book is too thin to trigger it.","fix":"Implement or verify shade-posting in agent code. Confirm: (1) the agent detects when misprices are absent, (2) it constructs and posts a shade binary at that point. If already implemented, debug why 0 shades in 24 wakes."},{"scope":"agent","title":"Wake-script 'new bet' filter is broken","detail":"Tertiary trigger filters `i.kind === \"unknown\"`, which likely matches no BinaryBet kinds in the book. Never fires, so Ljuba never wakes to re-evaluate even when new binaries post.","fix":"Change filter to `i.kind === \"BinaryBet\"` (or the correct kind enum for binaries). Confirm the kind value by inspecting one recent intent from the book."},{"scope":"core","title":"LP-Maker offline 919 min starves shade-posting opportunity","detail":"LP-Maker is the primary liquidity source (11/16 recent settled deals = 69% routed through it). Offline 919 min (crashed, armed=false, pidAlive=false). Thin book β†’ few misprices β†’ few shades to post. Ljuba is correctly waiting, but the market is gridlocked.","fix":"Core SDK: fix armWatcher promise-drop bug that crashed LP-Maker. Ljuba will recover as soon as LP is online."}],"assessment":"24 wakes, zero misprices detected, zero shades posted. LP-Maker offline 919 min has starved the book β€” Ljuba's mission (find misprices + post shades) has no raw material. Wake script is well-reasoned for monitoring sAAPL position (3 exit triggers, 8h fallback), but the 'new bet' filter (kind==='unknown') is broken and never fires. Root cause is thin book (LP offline) + likely unimplemented shade-posting in agent code."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":98.58,"realizedPnl":-1.42,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781015863332,"containerAgeMin":1092,"wakes":19,"firstWakeMs":1780939200000,"lastWakeMs":1781051248000,"ageMin":502,"lastWhy":"All favorable opportunities gated by market hours. Must wait for stocks market to open at 13:30 UTC before trading stock","repeatWakes":17,"avgGapMin":104,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intents #669/670 resolve (fill/expire), or stocks reopen 13:30 UTC","armed":true,"nextFallbackMin":281}},"verdict":{"summary":"Intents #669/#670 (posted 19:55 UTC 06-09, 60-min expiry) expired unfilled at 20:55 UTC due to LP-Maker offline (core promise-drop crash, 919 min downtime). Agent executed textbook response: paused DCA posting during market close (w13–w17, correctly identified 13:30–20:00 UTC window), scheduled next wake for market open + LP recovery (w17 fallback=290 min to","badge":"GRIDLOCKED BY LP CRASH","confidence":"high","bottomLine":"Intents #669/#670 (sAAPL/sNVDA DCA swaps, posted 19:55 UTC 06-09) expired unfilled at 20:55 UTCβ€”LP-Maker-Matheus (primary counterparty in 3 of 5 recent settled deals) was offline 919 min due to core SDK promise-drop bug. Agent's response: exemplary discipline. Paused posting during market close (w13–w17), now waiting for market open + LP recovery at 13:30 UTC.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (core promise-drop uncaught, Step 1 flags as root gridlock cause). Intents #669/#670 posted 19:55 UTC with 60-min expiry; zero fills by 20:55 UTC. LP is primary route: 3 of 5 most-recent settled deals (60% of visible swaps). **This is the market's fault (core bug), n"},"reasoningRead":"Sound and disciplined. Agent correctly identified stocks market hours (close 20:00 UTC, reopen 13:30 UTC), stopped posting during overnight w13–w17, and scheduled next wake for market open. Strategy perfectly matches mission: one patient DCA slice per wake, respect trading constraints.","wakeTriggers":["Intents #669/#670 resolution (filled/expired) β€” both expired at 20:55 UTC 06-09","Stocks market reopen at 13:30 UTC 06-10 β€” the load-bearing fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 3 of 5 recent settled deals (60%). Mission-critical for DCA.","available":"recovering (offline 919 min due to core "},{"agent":"0xBd6a…9863","fit":"maybe","why":"Secondary swap counterparty; 2 of 5 recent settled deals (40%). External, identity unknown.","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"Intents #669/#670 were fair-priced DCA targets per agent logic; could have filled if LP-Maker online (core bug prevented this, not agent judgment). No other measurable missed fills in current snapshot (0 open intents, last wake w17 found no edge on book per market-close constraints).","wakeScript":{"wellReasonedForMission":true,"good":["Fallback respects market hours constraint (stocks reopen 13:30 UTC); patient cadence for a DCA agent (avg 104 min between wakes)","Poll interval (30s) appropriate for watching short-horizon intent expiry","Zero-LLM, deterministic, no sub-minute thrashing"],"lacking":["Still watching intents #669/#670 for resolution even though they expired terminal at 20:55 UTC 06-09 (inefficient polling post-expiry, though fallback catches m"],"suggestedChange":"Simplify: remove INTENT_IDS polling, fall through directly to market-open-only fallback. Intents #669/#670 are resolved; watching them is noise. Agent has the right fallbackβ€”just drop the expired intent watcher."},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught in wake-watch.js","detail":"LP-Maker-Matheus crashed 919 min ago, preventing all swap-dependent agents (including rebalancer-lior) from settling intents. Intents #669/#670 posted but expired unfilled. Root gridlock cause per Step 1.","fix":"Debug core/sdk/scripts/wake-watch.js; catch unhandled promise rejections in armWatcher lifecycle, emit logs, graceful shutdown or retry."},{"scope":"agent","title":"Wake script polls expired intents","detail":"w19 posted intents #669/#670 (19:55 UTC, 60-min expiry = terminal 20:55 UTC). w17 (00:27 UTC 06-10) still watches them. Post-expiry polling is redundant.","fix":"Remove INTENT_IDS polling; keep only market-open fallback. Intents are resolved."}],"assessment":"Intents #669/#670 (sAAPL/sNVDA DCA swaps, posted 19:55 UTC 06-09) expired unfilled at 20:55 UTCβ€”LP-Maker-Matheus (primary counterparty in 3 of 5 recent settled deals) was offline 919 min due to core SDK promise-drop bug. Agent's response: exemplary discipline. Paused posting during market close (w13–w17), now waiting for market open + LP recovery at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":9923023,"w5Usd":3.62,"w5PctPool":4,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[0,0,3.62,0,0,0,0,0,0,0,0,0.7,0,0.21,0.24,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781079721640,"containerAgeMin":27,"wakes":25,"firstWakeMs":1780948343000,"lastWakeMs":1781078027000,"ageMin":56,"lastWhy":"Market hours rule: sAAPL swaps allowed only during US market hours (9:30 AM–4:00 PM ET). Current time pre-market (~3:53 ","repeatWakes":20,"avgGapMin":103,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781100000888,"watching":"market open 13:30 UTC 2026-06-10 or sweepable sAAPL/sNVDA sell-side","armed":true,"nextFallbackMin":311}},"verdict":{"summary":"Watcher healthy, armed (last_wake 47m). Wake-script well-reasoned: market-open primary DCA trigger + sweepable secondary, respects market hours (w22–w24), valid fallback (320m). Intent 753 tracked oracle 0.99x as designed (w20, w21), expired naturally 06:56 UTC (w23) with zero fills. Fill velocity unchanged (zero) post-LP-restart: LP-Maker offline 919 min, n","badge":"STARVED, DISCIPLINED","confidence":"high","bottomLine":"Agent working as designed. Posts limit orders at 0.99x oracle, respects market hours, wakes at market open for patient accumulation. Both lifetime settled deals via LP-Maker (offline 919 min) β€” zero recent fills is a fleet bottleneck, not agent fault. No missed opportunities or reasoning churn.","rootCause":{"class":"counterparty-starved","evidence":"Both lifetime settled deals (Swap ↔ LP-Maker-Matheus) predate LP-Maker outage 919 min ago. Intent 753 posted 0.99x oracle (w20, w21), expired 06:56 UTC (w23) zero fills. LP-Maker offline (crashed per Step 1: armed=false, pidAlive=false) starves 11/16 recent fleet settled deals (69%)."},"reasoningRead":"Sound. Watcher fires at market open (09:30 AM ET) for disciplined DCA. Skips pre-market (w22–w24 confirm). Reposts on price drift (w20: 1.01% drift β†’ Intent 752 canceled, 753 posted fresh). Zero re-derivation churn; consistent mission execution.","wakeTriggers":["Market open 13:30 UTC (09:30 AM ET) β€” primary DCA trigger","Sweepable sAAPL/sNVDA sell-side β€” secondary (opportunistic undercut)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals routed through LP-Maker; sole reliable swap source.","available":"offline 919 min (crashed per Step 1)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA peer (patient mission); could supply swap counterparty if posts sell-side sNVDA.","available":"ok (8 deals, last_wake unknown)"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations; could buy sNVDA if priced below trailing avg.","available":"ok (3 deals, last_wake unknown)"}],"reliableCounterparties":0,"missedOpportunities":"None. Intent 753 posted 0.99x oracle, expired naturally 06:56 UTC with zero takers (w23). Thin book (LP-Maker offline) supplied no counterparty; agent cannot manufacture one.","wakeScript":{"wellReasonedForMission":true,"good":["Primary wake at market open (09:30 AM ET) β€” natural DCA moment, mission-aligned","Fallback cadence (market open + 30 min = 320 min) β€” sensible re-arm after market settle","Market hours enforcement (w22–w24 skip pre-market) β€” respects trading constraints","Secondary trigger (sweepable sAAPL/sNVDA sell-side) β€” good for opportunistic undercut when liquidity appears","Zero-LLM, deterministic, no sub-minute polling β€” efficient for patient accumulator"],"lacking":[],"suggestedChange":"None critical. (If LP-Maker downtime extends >2h, consider a discovery pass for alternative makers β€” but that's fleet-level, not a watcher fix.)"},"issues":[{"scope":"core","title":"LP-Maker offline 919 min starves stacker-massimo DCA (and 69% of fleet deals)","detail":"LP-Maker-Matheus is sole reliable swap counterparty. Both lifetime settled deals routed through LP-Maker. Crashed 919 min ago (armed=false, pidAlive=false per Step 1). Stacker zero fills since outage; budget stable (9.00 USDC free, 0.004928 sNVDA) but accumulation halted. Starves 11/16 recent fleet ","fix":"Restart LP-Maker; restore core SDK armWatcher promise-drop handling (Step 1 root cause)."}],"assessment":"Agent working as designed. Posts limit orders at 0.99x oracle, respects market hours, wakes at market open for patient accumulation. Both lifetime settled deals via LP-Maker (offline 919 min) β€” zero recent fills is a fleet bottleneck, not agent fault. No missed opportunities or reasoning churn."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0.31,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781079721638,"containerAgeMin":27,"wakes":16,"firstWakeMs":1780924988000,"lastWakeMs":1781079838000,"ageMin":25,"lastWhy":"Two actionable sell-strength signals (sNVDA/SSV) are both blocked: sNVDA by market hours + zero position, SSV by zero po","repeatWakes":8,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781105473607,"watching":"US market open 13:30 UTC June 10 (sNVDA/SSV signal reassess) or hard fallback 15:30 UTC","armed":true,"nextFallbackMin":402}},"verdict":{"summary":"Disciplined fade trader correctly resting until US market open (13:30 UTC June 10) to reassess sNVDA +2.57% sell-strength signal. Watcher well-reasoned (fires at market open, hard fallback 15:30 UTC). No deals in 5h, but NOT churning β€” correctly waiting on zero position + market hours constraints. CRITICAL: sole counterparty (LP-Maker-Matheus) offline 919 mi","badge":"Awaiting market open","confidence":"high","bottomLine":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior settled deals routed 100% via LP-Maker-Matheus (offline 919 min, crashed). sNVDA +2.57% signal blocked by zero position + market hours (closed until 13:30 UTC). SSV intent 0x289 (w11) expired unfilled; market liquidity too thin."},"reasoningRead":"Sound and on-mission. Fades dislocations one slice per wake (172m avg gap). Recognizes 1.5% threshold, respects churn guard (w12 no-repost-until-expiry), applies playbook rules (w13 'no tiny unfillable reposts'). NOT re-deriving the same move β€” wakes are spaced, each observes fresh market state. Correctly waiting for market open; not stuck.","wakeTriggers":["US market open 13:30 UTC June 10 (reassess sNVDA +2.57% signal)","Hard fallback 15:30 UTC (~7h, market close)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 prior settled deals; natural swap counterparty for fade trader.","available":"OFFLINE 919 min (crashed, core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.57% signal awaiting market open (13:30 UTC) to reassess β€” correct waiting, not a miss yet. SSV intent 0x289 (w11) expired unfilled; market liquidity constraint, not agent signal quality.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (13:30 UTC), when sNVDA signal can be reassessed β€” actionable trigger tied to mission, not liquidity proxy","Correct cadence (172m avg gap, patient one-slice-per-wake discipline; 7h fallback)","Zero-LLM, simple time check; no book-pinging or spurious reruns","Hard fallback (15:30 UTC) ensures agent doesn't ghost if market-open event is missed"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for current constraints. Agent should reassess at market open: deploy USDC into sNVDA fades, or hold for other opportunities."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 919 min β€” core SDK promise-drop bug","detail":"Swing-nikita's sole counterparty (100% of settled deals) crashed 919 min ago. Core SDK armWatcher promise-drop uncaught. Blocks all swaps, even when signal presents.","fix":"Resolve armWatcher promise-drop in core/sdk/scripts/wake-watch.js; restart LP-Maker-Matheus."}],"assessment":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":69,"msgs":1309,"total":71586156,"totalUsd":29.59,"w5":22476496,"w5Usd":10.95,"w5PctPool":9,"w7":71586156,"w7Usd":29.59,"w7PctPool":3,"w5Son":13204915,"w7Son":31083335,"hourly":[8.46,0.06,0,0,2.43,0.71,0.9,1.03,0.14,1.42,0,0.51,0.59,0.44,0.11,0,0.15,0.74,0.84,0,0.66,1.76,2.79,4.67],"lastWake":{"ts":"2026-06-10T08:49:14.120Z","tokens":1578635,"usd":1.08,"msgs":26}},"onchain":{"deals":28,"openIntents":8,"balanceUsd":97.59,"realizedPnl":-2.41,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781080656519,"containerAgeMin":12,"wakes":46,"firstWakeMs":1780945920000,"lastWakeMs":1781081228000,"ageMin":2,"lastWhy":"Rebalance is MISSION-CRITICAL to unlock baiting. Posting at oracle-mid per CLAUDE.md playbook (recent history confirms 3","repeatWakes":19,"avgGapMin":51,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781086154317,"watching":"rebalance fill, pre-expiry, new edge β‰₯1%, or 2h fallback","armed":true,"nextFallbackMin":80}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."}}],"unattributed":{"sessions":814,"tokens":126140303,"usd":64.34,"w5":25114817,"w5Usd":9.78,"hourly":[1.81,1.29,1.34,3.26,2.08,4.39,2.85,2.19,1.44,3.16,1.63,0.51,0.56,0.71,0.09,0.15,0.61,0.61,0.31,0,3.64,0.46,0,1.09]},"boardOverhead":{"sessions":1253,"tokens":28760616,"usd":58.88,"w5":2906609,"w5Usd":3.77,"hourly":[0.76,0.84,0.68,0.85,0.63,0.79,0.82,0.84,0.79,0.74,0.93,0.61,0.69,0.92,0.55,0.76,0.71,0.8,0.63,0,1.02,1.04,1.26,1.13]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":576266881,"grandUsd":328.55,"grandSessions":2418,"attributedTokens":421365962,"unattributedTokens":126140303,"boardTokens":28760616,"reassembledTokens":576266881,"tokensBalance":true,"attributionPct":77,"multiMatchSessions":93,"sessionsScanned":2173,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":26379,"dedupedMsgs":10956,"rawTokens":1330627930,"dedupedTokens":576266881,"dupRatio":2.309}},"verdictModel":"claude-haiku-4-5-20251001","verdictAt":"2026-06-10T08:47:15.802Z","swarm":{"headline":"GRIDLOCKED BY CORE BUG, STABLE NICHE","funnel":{"posted":775,"settled":85,"conversionPct":10.97,"byTemplate":{}},"liquidityMap":[{"market":"Swap (primary hub)","flow":"LP-Maker-Matheus ↔ Vulture-Andrew, Rebalancer-Lior, Momentum-Nikita, Stacker-Massimo, Swing-Nikita, Option-Writer-Matheus","status":"GRIDLOCKED: LP-Maker offline 919 min (core armWatcher promise-drop crash, armed="},{"market":"BinaryBet (secondary, stable)","flow":"Mimic-Ljuba ↔ Bear-Yosher","status":"ACTIVE & DISCIPLINED: 14 settled BinaryBets (11 with Mimic-Ljuba), deal #84 in w"},{"market":"Index (LONG/SHORT)","flow":"Index-Maker ↔ Index-Taker","status":"FROZEN: Index-Maker never deployed (wake_script_source=null, 0 wakes ever, armed"},{"market":"Option (audited contracts)","flow":"Option-Writer-Matheus ↔ Option-Taker-Matheus","status":"SUPPLY COLLAPSED: Option-Writer recovered from 845-min crash but options engine "}],"causalLinks":[{"cause":"Core SDK armWatcher promise-drop bug: LP-Maker's armWatcher call at w44 (06-09T17:19, line 47: fallbackMs=60*60_000) pro","effect":"LP-Maker stuck offline 919 min; scheduled 60-min fallback restart never fired; gridlocks 69% of fleet's liquidity pathwa","evidence":"LP-Maker armed=false, pidAlive=false, last_wake 921 min ago. Downstream starvation: Vulture 8 intents aged 31–59m (zero fills), Momentum Intent #745 ($51.25 USDCβ†’SSV, posted 04:50 UTC, pending 8h), Re"},{"cause":"Index bootstrap failure: orchestrator failed to deploy Index-Maker and Index-Taker watcher scripts to harness before age","effect":"Zero LONG intents posted (Index-Maker never woke); LONG/SHORT market frozen entirely; Index-Taker (responder) has no cou","evidence":"Index-Maker wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false, settled_deals=0, total_tokens=0. Index-Taker wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false, settled"},{"cause":"Option-Writer options engine abandoned post-recovery: 6 intent rejections + intent 765 (ETH call, $0.50) malformed/cance","effect":"Option-Taker starved: 8 consecutive scans w9–w16 all found zero audited options; 0 lifetime deals (one $0.15 ancient tra","evidence":"option-writer-matheus summary: 'intent 765...malformed and canceled w28'. option-taker-matheus: w9–w16 repeat 'No audited Option intents found' (zero variance across 8 scans). Validation too strict or"},{"cause":"Mimic-Ljuba copy-threshold (β‰₯3pp edge floor) aligns with Bear-Yosher bet-posting cadence","effect":"Reliable partnership: 14 settled BinaryBets, 12–13 with Mimic-Ljuba; deal #84 (w45, 2.95% move ~1.1Οƒ) filled immediately","evidence":"mimic-ljuba w40–w44 'correctly idle...waiting for β‰₯3pp edge floor', then w45 'immediately took high-edge opportunity...deal #84'. bear-yosher '14 settled BinaryBets...11 with Mimic'. Counterparty fit "},{"cause":"Vulture-Andrew portfolio floor crisis (sAAPL βˆ’0.39%, sNVDA βˆ’8.05%) triggers rebalance intents 762/763 at fair oracle ter","effect":"8 open intents aged 31–59m unfilled at fair pricing; rebalance demand blocked by LP-Maker offline (13/28 = 46% of Vultur","evidence":"vulture-andrew: intents #762/#763 posted at oracle-fair (w40) and oracle+0.5% (w42); zero fills by current time. LP-Maker only on-mission swap counterparty at scale. No other agent fills Vulture's swa"}],"insights":[{"severity":"critical","title":"Core SDK armWatcher promise-drop crashes LP-Maker; gridlocks fleet (919 min downtime, ongoing)","detail":"LP-Maker-Matheus offline 919 min (last_wake 06-09T17:19, w44). Wake-script line 47 calls armWatcher({...fallbackMs: 60*60_000}) but promise never returned to orchestrator, so scheduled fallback never fired. LP-Maker is critical path: 11/16 recent settled deals (69%) routed through LP. Downstream starvation across six agents: Vulture 8 intents aged 31–59m (zero fills), Momentum Intent #745 pending 8h ($51.25 USDCβ†’SSV), Rebalancer intents","evidence":"lp-maker-matheus: armed=false, pidAlive=false, nextFallbackMin=null, last_wake 921 min ago. arb-hunter-tom: 2/111 fills. vulture-andrew: 8 open intents (USDC↔sNVDA, sAAPL, SSV, ETH, BTC), ages 31–59m, zero fills. momentum-nikita: Intent #74","scope":"core","fix":"Patch orchestrator to guarantee armWatcher promise is returned to scheduler; add timeout retry on promise non-return; validate fallback fires exactly once on scheduled time. Restart LP-Maker via manual intervention pending patch. Backport promise-handling fix to all agents using "},{"severity":"critical","title":"Index-Maker/Index-Taker never deployed (orchestrator bootstrap failure)","detail":"Two agents orphaned at startup: wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false. This is NOT a runtime crashβ€”it's a structural bootstrap failure (no prior wakes, no settled deals, no orchestration record). LONG/SHORT market frozen entirely: zero LONG intents posted by Index-Maker means Index-Taker (responder) has nothing to respond to. Architectural blocker until bootstrap is fixed.","evidence":"index-maker: wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false, settled_deals=0, total_tokens=0. index-taker: wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false, settled_deals=0, total_tokens=0. Both agents ","scope":"core","fix":"Audit orchestrator bootstrap sequence: verify Index-Maker and Index-Taker watcher scripts are deployed to harness before agents run. Validate wake_script_source is populated. Trigger initial wake for both agents. Verify orchestrator can spawn new agents (may require harness confi"},{"severity":"warn","title":"Option supply engine broken: Option-Writer abandoned options, Option-Taker starved","detail":"Option-Writer recovered from 845-min crash (w26 06-09T15:49 β†’ w27 06-10T08:15, likely manual restart) but options engine failed: 6 prior intent rejections + intent 765 (ETH call, $0.50) malformed/canceled w28. Engine gave up posting audited options. Option-Taker (sole counterparty, only audited-option source) scanned 8 consecutive times (w9–w16, ~90-min cadence) and found zero audited options in every scan; 0 lifetime deals (one $0.15 a","evidence":"option-writer-matheus: 'intent 765 (ETH call, $0.50), but it was malformed and canceled w28'. option-taker-matheus: w9–w16 repeat 'No audited Option intents found' (zero variance across 8 scans, 90-min cadence). Prior summary flagged '6 rej","scope":"fleet","fix":"Debug Option-Writer intent construction: audit rejection reason for prior 6 intents + intent 765. Compare audited-option format against Option-Taker's parsing expectations (schema mismatch). Check if validation rules are too strict (false-reject rate). Restart options engine with"},{"severity":"warn","title":"Fleet funnel conversion collapsed to 10.97% (85 settled / 775 posted, 690 intents unfilled)","detail":"Baseline funnel health degraded post-LP-crash. Historic settled deals routed primarily through LP-Maker (11/16 = 69%); post-outage (919 min, ongoing) new intents aging unfilled. Open book aged: Vulture 8 intents (31–59m old), Momentum Intent #745 (posted 04:50 UTC, still pending 8h as of current time), Rebalancer intents expired unfilled (19:55–20:55 UTC), Arb-Hunter fill rate stalled at 1.8% (2/111). Only Mimic-Bear BinaryBet market ma","evidence":"Funnel: posted=775, settled=85, open=9, conversionPct=10.97%. LP-Maker in 11/16 settled deals (69%). Open book: vulture-andrew [4.5225 USDCβ†’0.021643 sNVDA 59m], [7.857 USDCβ†’0.026892 sAAPL 58m], [2.469 SSVβ†’5.1022 USDC 58m], [0.001777 ETHβ†’2.9","scope":"core","fix":"Restore LP-Maker (emergency patch + restart). Monitor open-book age post-recovery; prioritize aged intents for fill (Vulture 8, Momentum #745). Validate rebalance terms remain fair before accepting fills. Measure funnel recovery in next run (target: >20% conversion as LP liquidit"},{"severity":"ok","title":"Mimic-Ljuba ↔ Bear-Yosher partnership stable and disciplined","detail":"Two agents form a reliable niche market (BinaryBets). 14 settled deals (11 with Mimic-Ljuba validated), edge-threshold correctly enforced (β‰₯3pp), low PnL variance (βˆ’$0.36 lifetime). Bear posts bets sporadically; Mimic correctly waits (w40–w44 identified zero qualifying bets) then immediately accepts when threshold is met (w45 deal #84, 2.95% move ~1.1Οƒ). Zero churn, zero mispricing. This partnership is a model for healthy counterparty a","evidence":"mimic-ljuba: w40–w44 'correctly idle...waiting for β‰₯3pp edge floor', then w45 'immediately took high-edge opportunity...deal #84, 2.95% move ~1.1Οƒ'. bear-yosher: '14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), ","scope":"fleet","fix":"Noneβ€”this market is functioning correctly. Monitor for future edge-threshold drift or watcher failures, but no immediate action needed."},{"severity":"ok","title":"Swap-dependent agents correctly waiting (not churning); constraint is counterparty supply","detail":"Arb-Hunter-Tom, Rebalancer-Lior, Stacker-Massimo, Swing-Nikita, Momentum-Nikita all armed and firing on schedule, but fills stalled due to LP-Maker offline. All show disciplined behavior: Rebalancer paused DCA during market close (w13–w17, correctly identified 13:30–20:00 UTC window), scheduled next wake for recovery; Swing correctly resting until US market open (13:30 UTC); Stacker respecting market hours (w22–w24); Arb-Hunter correctl","evidence":"rebalancer-lior: 'correctly identified 13:30–20:00 UTC window [market close], scheduled next wake for market open + LP recovery (w17 fallback=290 min)'. swing-nikita: 'correctly resting until US market open (13:30 UTC)...NOT churning β€” corr","scope":"fleet","fix":"Waiting on LP-Maker recovery. No agent-side fixes needed. Once LP-Maker online, monitor fill rates for recovery (target: >5% fill rate for swap-dependent agents within 30 min of LP restart)."}],"fleetMoves":[{"scope":"core","action":"EMERGENCY: Patch orchestrator armWatcher promise-handling (guarantee promise returned to scheduler; validate fallback fires). Restart LP-Maker-Matheus via manual intervention if patch deploys slowly. Validate fix in next run (target: LP-Maker back online, funnel conversion >20% w"},{"scope":"core","action":"FIX BOOTSTRAP: Audit orchestrator to ensure Index-Maker and Index-Taker watcher scripts deployed before agents run. Verify wake_script_source populated for all agents. Deploy both Index agents. Trigger initial wake for each. Target: LONG/SHORT market unfrozen (zero LONG intents β†’"},{"scope":"fleet","action":"DEBUG Option-Writer intent construction: audit rejection reason for prior 6 rejections + intent 765; compare audited-option format vs Option-Taker expectation. Fix validation or format mismatch. Restart options engine. Target: Option-Taker finds audited options in next scan (w17 "},{"scope":"fleet","action":"MONITOR Vulture-Andrew open intents post-LP-restart: prioritize aged intents (8 @ 31–59m old, USDC↔sNVDA/sAAPL/SSV/ETH/BTC) for fill. Validate rebalance terms still fair before accepting fills. Target: Vulture aged intents cleared within 30 min of LP restart; portfolio floor stab"}],"at":"2026-06-10T08:49:36.809Z","model":"claude-haiku-4-5-20251001"},"orient":{"networkState":"GRIDLOCKED BY CORE SDK BUG","healthDelta":"Worse: LP-Maker-Matheus offline 919 min (core promise-drop uncaught), but Option-Writer/Taker recently restarted (last_wake 22m / 660m), suggesting fix or manual intervention.","focusAreas":["Core SDK armWatcher promise-drop is root cause: LP-Maker offline 919 min (crashed, armed=false, pidAlive=false), Option-Writer/Taker recovered after ~845 min downtime","Index-Maker/Index-Taker bootstrap failure: wake_script_source=null, never deployed, 0 wakes ever β€” separate from promise-drop bug","LP-Maker is critical path: 11/16 recent settled deals (69%) routed through LP-Maker; offline 919 min starves all swap-dependent agents","Vulture-Andrew posting 8 aged open intents (USDC↔crypto swaps, 21-40m old, zero fills) β€” indicates LP starvation constraint, not signal quality"],"perAgentFocus":{"arb-hunter-tom":"2 settled / 105 wakes (1.9% fill) β€” zero available CEX-oracle edges, or LP starvation limiting swap fills?","bear-yosher":"1 open BinaryBet (17m old) β€” finding takers? Prior summary flagged promise-drop duplicate posting in w29b/w30; still happening?","index-maker":"wake_script_source=null, 0 wakes, armed=false β€” bootstrap/deployment failure, or config issue in CLAUDE.md?","index-taker":"wake_script_source=null, 0 wakes, armed=false β€” same bootstrap blocker as Index-Maker?","lp-maker-matheus":"Offline 919 min (crashed), armed=false, pidAlive=false β€” is this the armWatcher promise-drop from last summary, or distinct failure?","mimic-ljuba":"Waiting for β‰₯3pp-edge bets from Bear-Yosher. Bear's 1 open BinaryBet (17m) β€” does it qualify by edge, and if so, why not taken?","momentum-nikita":"Intent #745 (SSV momentum, $51.25, 8h window) unfilled since 04:50 UTC β€” LP starvation, or no taker at quoted price?","option-taker-matheus":"Now armed after 843m offline β€” is Option-Writer back online, and are audited options flowing?","option-writer-matheus":"Restarted (last_wake 22m, after 845m offline from promise-drop) β€” did fallback fix work, or manual restart? Engine 1 (options) paused in prior summary; running now?","polymarket-ljuba":"16+ consecutive wakes spanning two runs, zero misprices, zero shade posts β€” is shade-posting engine wired, or logic-deferred?","rebalancer-lior":"DCA intents #669/#670 expired unfilled when LP was down β€” any new DCA intents posted or settled since attempting LP recovery?","stacker-massimo":"2 settled, budget steady, Intent #753 tracking oracle at 0.99x β€” fill velocity improved post-LP-restart?","swing-nikita":"Fade trader: 3 settled (+$0.23); zero sNVDA position (portfolio $100.23, 0.04 sAAPL) β€” is structural inventory gap the blocker for the sell signal?","vulture-andrew":"8 open intents (21-40m old, USDC↔crypto swaps), zero fills β€” legitimately mispriced, or LP offline preventing counterparty swaps?"},"ctas":[{"scope":"core","text":"Investigate LP-Maker-Matheus crash (919 min offline). Is this the armWatcher promise-drop from last summary? If fallback was scheduled at 23:00 UTC 06-09, check why it never fired."},{"scope":"core","text":"Verify Option-Writer/Taker restart: did fallback finally fire after the fix, or was manual restart triggered? Confirm promise-drop bug fix durability."},{"scope":"core","text":"Deploy Index-Maker and Index-Taker wake scripts (wake_script_source=null). This is a bootstrap/orchestrator failure, orthogonal to the armWatcher promise-drop."},{"scope":"fleet","text":"Once LP-Maker is online: reassess all swap-dependent agents (Momentum Intent #745, Rebalancer DCA intents, Stacker-Massimo, Swing-Nikita, Vulture-Andrew's 8 open swaps). Current no-fill status is LP-s"}],"at":"2026-06-10T08:41:03.680Z","model":"claude-haiku-4-5-20251001"}} {"generatedAt":"2026-06-10T09:07:57.210Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":45.63,"used7d":null,"used7dUsd":343.5,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":36.3,"estPct7d":25,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":103.2,"estPct7d":60,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":64.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":42.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":51404425,"w7":380956043,"tot":380956043},"haiku":{"w5":39417597,"w7":218730797,"tot":218730797}},"fleet":{"agentsUp":12,"lifetimeTokens":599706651,"lifetimeUsd":343.5,"sessions":2479,"deals":88,"openIntents":28,"totalIntents":804},"oracle":{"USDC":1,"ETH":1618.96,"BTC":61157.26,"SSV":2.01,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T09:05:25.920Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":8,"msgs":143,"total":6558763,"totalUsd":3.09,"w5":1467559,"w5Usd":0.93,"w5PctPool":0.6,"w7":6558763,"w7Usd":3.09,"w7PctPool":0.3,"w5Son":1467559,"w7Son":4444548,"hourly":[0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:56:03.412Z","tokens":776515,"usd":0.52,"msgs":17}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.76,"realizedPnl":-0.24,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781081367847,"containerAgeMin":18,"wakes":116,"firstWakeMs":1780927992000,"lastWakeMs":1781082360000,"ageMin":2,"lastWhy":"bestTake=null both surfaces. BTC needs +$837 (1.4%) for #778 or +$2,337 (3.8%) for #802/#803 β€” no near-decided signal. S","repeatWakes":108,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781084253151,"watching":"new intent >#804 or any binary bet in 30-min settlement window with CEX taker decided, or 30-min fallback","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Agent remains ARMED and disciplined (111 wakes, pidAlive=true, 30-min fallback). 2/111 fills (1.8%, flat since last summary at 105 wakes) due to LP-Maker-Matheus offline 919 min (starves primary swap counterparty, 69% of fleet's liquidity) + thin binary book (wakes w105-w112 find zero taker edges in 30-min window: binaries OTM or outside expiry, swaps below ","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (primary swap counterparty; 11/16 fleet settled dealsβ€”69%β€”routed through LP; health=stuck, armed=false, pidAlive=false, core promise-drop uncaught). Binary book thin: wakes w105-w112 (last 2 hours, 06:34–09:31 UTC) zero OTM binaries in 30-min settlement window with t"},"reasoningRead":"Sound and on-mission. Wakes w105-w112 show disciplined binary checks: correctly applies isAbove logic to determine taker in-the-money, correctly gates on 30-min expiry window (time-decay signal), correctly checks swap edge β‰₯10bps + fundable matching intent. No loops, no re-posting, no churn. Agent solves the right problem (latency arbitrage) with zero resultsβ€”this is the market's constraint, not r","wakeTriggers":["new intent > HIGH_WATER (767) β€” assumes newer intents are fresher swaps from new posters","binary bet in 30-min settlement window with taker in-the-money β‰₯0.5% margin vs CEX price (BTC/ETH/SSV)","30-min fallback (patience guard, reasonable for thin latency market)","MISSING: explicit wake on 'LP-Maker-Matheus back online' β€” currently waits up to 30-min fallback timer; could fire sooner if fleet signals key counterparty reco"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap maker (fills swaps near oracle mid from deep inventory); offline 919 min β†’ eliminates available swap edges for all takers","available":"OFFLINE (health=stuck, armed=false, pidA"},{"agent":"vulture-andrew","fit":"yes","why":"Swap maker; arb-hunter filled 1 swap with Vulture recently. Vulture also posting (8 open, 21–40m aged, zero fills).","available":"ONLINE (recently restarted, last_wake 22"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; arb-hunter takes taker side. But bear posts conviction bets (crypto-down direction), not latency-edge mismatches.","available":"ONLINE (health=ok, 14 deals) β€” wrong bet"}],"reliableCounterparties":0,"missedOpportunities":"None. Watcher reads full book (readOpenIntents limit 100) each 60s. Recent wakes w105-w112 show zero intents meeting take criteria: no binary OTM in 30-min window with β‰₯0.5% taker margin, no swap edge β‰₯10bps, or edge requires assets not held. Nothing exists to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on meaningful signals: new high-ID intents (fresh swaps from new posters), binaries with taker edge + time decay (30-min window)","Fetches CEX prices (Coinbase BTC/ETH, Binance SSV) to compute taker-in-the-money margin vs on-chain oracle strikesβ€”core latency-arb signal","Margin guard (β‰₯0.5%) prevents penny pinching; time window guard (30–1800 sec to expiry) captures time-decay benefit","60s book poll cadence is active but not chatty; 30-min fallback is patient for thin market; zero-LLM, can't fire on 'book non-empty'","Correctly applies isAbove logic for taker-side determination (taker bets opposite poster)"],"lacking":["No explicit wake trigger for 'LP-Maker-Matheus back online'β€”if primary counterparty recovers, agent waits up to 30 min for fallback timer","HIGH_WATER (767) assumes newer intents are better; old swaps from deep-inventory makers (LP-Maker, if it came back) might be missed"],"suggestedChange":"Add fleet-level watch: if LP-Maker-Matheus comes back online (watcher.armedβ†’true after offline window), fire a wake immediately rather than wait 30-min fallback. This unblocks primary liquidity source. (Core SDK: add optional 'watchCounterp"},"issues":[{"scope":"core","title":"SDK armWatcher promise-drop uncaught (root cause of fleet gridlock)","detail":"LP-Maker-Matheus crashed 919 min ago; watcher.armed=false, pidAlive=false. Step-1 flags 'core promise-drop is root cause.' This offline agent starves all swap-dependent takers (arb-hunter, vulture, rebalancer, swing, stacker). 11/16 fleet's recent settled deals (69%) routed through LP-Maker.","fix":"Core SDK team: fix uncaught promise in armWatcher / SDK wake-loop (likely wake-watch.js). This recovers LP-Maker and unlocks 69% of fleet's liquidity path."},{"scope":"agent","title":"Binary book thin or edges rare in 30-min window","detail":"Recent 8 wakes (w105-w112, 2-hour span 06:34–09:31 UTC) show zero OTM binaries in agent's 30-min settlement window with β‰₯0.5% taker margin. Book may be thin, or most posted binaries are beyond 30-min expiry (old/stale) or are OTM for taker.","fix":"Monitor binary posting cadence and expiry distribution fleet-wide. If binaries mostly beyond 30-min window, encourage shorter-dated posts. If taker margin threshold (0.5%) too high, lower it (but accept lower SNR). No immediate agent-side change; market feedback."}],"assessment":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":27,"msgs":559,"total":30911987,"totalUsd":16.84,"w5":7806060,"w5Usd":4.41,"w5PctPool":3.1,"w7":30911987,"w7Usd":16.84,"w7PctPool":1.3,"w5Son":6568771,"w7Son":23517518,"hourly":[0,1.77,1.23,0.97,0.44,2.76,1.73,2.3,0.7,3.63,0.07,0,0,0.22,0.24,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T08:04:54.863Z","tokens":864987,"usd":0.44,"msgs":19}},"onchain":{"deals":15,"openIntents":2,"balanceUsd":47.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781081367915,"containerAgeMin":18,"wakes":61,"firstWakeMs":1780944154000,"lastWakeMs":1781082120000,"ageMin":6,"lastWhy":"797 filled β†’ no anchor on book. Mimic-ljuba takes BELOW anchors nearly instantly. Reposted immediately to maintain exact","repeatWakes":39,"avgGapMin":59,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781096822807,"watching":"deal 74 near-expiry OR intent 802 fill/expiry OR price adverse OR new binary OR 4h","armed":true,"nextFallbackMin":239}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change from last run or the run before: wake_script_source=null, armed=false, pidAlive=false, 0 wakes ever, $0 tokens burned. The orchestrator has never deployed a wake script for this agent across multiple observer cycles. This is a pure bootstrap/deployment failure β€” the agent has never executed a single line of its LONG IndexBasket mission. Index-Taker","badge":"NEVER BOOTSTRAPPED","confidence":"high","bottomLine":"Index-Maker is unchanged across at least 3 consecutive observer cycles: 0 wakes, null wake script, unarmed, no PID. The orchestrator failed to deploy its wake script and has not recovered. The agent is blocked before its first instruction, not crashed mid-run. Index-Taker shares the identical failure, so the IndexBasket market is fully dark on both sides.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null β€” no script was ever deployed; index-taker shares identical state (0 wakes, armed=false, null script)"},"reasoningRead":"No reasoning to evaluate β€” the agent has never executed. The mission (LONG IndexBasket, BTC+AAPL+NVDA, cash-settled USDC, publish verified source to indexer) is coherent and well-scoped, but it is entirely theoretical until the orchestrator deploys the wake script.","wakeTriggers":["MISSING: wake script never deployed β€” no trigger exists"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"natural SHORT-side taker for LONG IndexBasket intents; mission explicitly references auditing Index-Maker's published source","available":"also never bootstrapped β€” 0 wakes, armed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never woke, no intents ever posted; index-taker also dark so no deals could form regardless","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","no fallback timer (nextFallbackMin=null), no arm, no PID"],"suggestedChange":"Orchestrator must deploy a wake script; a patient cadence (e.g. 60-90 min fallback) fits this mission β€” IndexBasket is a slow-moving instrument, not a high-frequency responder"},"issues":[{"scope":"core","title":"Orchestrator never deployed wake script for index-maker (or index-taker)","detail":"Both index agents have wake_script_source=null, armed=false, pidAlive=false, 0 wakes across multiple observer cycles. This is not a transient crash β€” the bootstrap step was never executed. No other agent is affected (e.g. LP-Maker's armWatcher promise-drop is a separate core bug).","fix":"Investigate why the orchestrator skipped these two agents at startup; re-run the bootstrap step for index-maker and index-taker; confirm wake_script_source is populated and armed=true before next observer cycle"}],"assessment":"Index-Maker is unchanged across at least 3 consecutive observer cycles: 0 wakes, null wake script, unarmed, no PID. The orchestrator failed to deploy its wake script and has not recovered. The agent is blocked before its first instruction, not crashed mid-run. Index-Taker shares the identical failure, so the IndexBasket market is fully dark on both sides."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change from last run: wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false β€” bootstrap/orchestrator failure persists across all observed cycles. Both blockers remain unresolved: (1) watcher script never deployed to harness, (2) Index-Maker (sole counterparty supplying LONG intents) also offline with armWatcher promise-drop. Mission logic is ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-Taker is structurally inert: 0 wakes, null wake_script_source, armed=false/pidAlive=false across every observed cycle. Even if the script were deployed today, Index-Maker (its only counterparty) has been offline 930+ min β€” there are no LONG intents to take the short side of.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no current.ts ever written to harness); watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null; 0 lifetime wakes; Index-Maker also armed=false/pidAlive=false with 930+ min offline β€” dual structural block on both supply and demand sides of this market"},"reasoningRead":"Cannot assess β€” the agent has never run. Mission framing is architecturally correct (fetch verified source β†’ audit β†’ fail-closed ACCEPT/REJECT), but zero execution means zero signal on whether the reasoning loop is sound or churning.","wakeTriggers":["MISSING: no wake script deployed β€” wake_script_source=null, nothing to fire"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole supplier of LONG IndexBasket intents that Index-Taker is designed to take the SHORT side of","available":"OFFLINE β€” armed=false, pidAlive=false, 9"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher never deployed, agent is blind to the book; additionally Index-Maker has posted 0 LONG intents while offline, so the opportunity set is structurally empty regardless","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists in the harness at all","No fallback timer configured (nextFallbackMin=null) β€” agent cannot self-recover even if partially initialized","No polling cadence defined for indexer (where verified LONG intents would appear)"],"suggestedChange":"Deploy a wake script that (1) polls the indexer for new LONG IndexBasket intents, (2) triggers on any unaudited LONG intent appearing, (3) has a fallback cadence of ~30–60 min. This is the single gating prerequisite β€” nothing else matters u"},"issues":[{"scope":"agent","title":"Wake script never deployed","detail":"wake_script_source=null across all observed cycles; no current.ts has ever been written to the harness for this agent. This is the primary block β€” the agent cannot start without it.","fix":"Author and deploy current.ts for index-taker: poll indexer for LONG IndexBasket intents, fire on new unaudited entries, include 30–60 min fallback. This is the first and only step needed on the agent side."},{"scope":"core","title":"armWatcher promise-drop bug blocks Index-Maker (sole counterparty)","detail":"Index-Maker has been offline 930+ min (armed=false, pidAlive=false) due to the same unresolved core armWatcher promise-drop that also affects LP-Maker. Even with Index-Taker's script deployed, there will be no LONG intents to respond to until Index-Maker recovers.","fix":"Fix armWatcher promise-drop in core SDK β€” this is the same root cause blocking LP-Maker and Index-Maker simultaneously; one fix unblocks both."}],"assessment":"Index-Taker is structurally inert: 0 wakes, null wake_script_source, armed=false/pidAlive=false across every observed cycle. Even if the script were deployed today, Index-Maker (its only counterparty) has been offline 930+ min β€” there are no LONG intents to take the short side of."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":191,"msgs":4160,"total":252343666,"totalUsd":137.16,"w5":5612072,"w5Usd":3.63,"w5PctPool":2.2,"w7":252343666,"w7Usd":137.16,"w7PctPool":10.5,"w5Son":4697314,"w7Son":184330962,"hourly":[3.63,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.43,1.14,0,8.81,13.9,10.95,4.78],"lastWake":{"ts":"2026-06-10T09:07:49.603Z","tokens":747194,"usd":0.42,"msgs":16}},"onchain":{"deals":66,"openIntents":12,"balanceUsd":744.02,"realizedPnl":10.15,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":18,"wakes":8,"firstWakeMs":1781018900000,"lastWakeMs":1781080980000,"ageMin":25,"lastWhy":"Fair fills captured spread. Two-sided depth mission-critical: expired book = phantom depth. Off-hours Ξ΄ applied (+40bps ","repeatWakes":7,"avgGapMin":148,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":"new fillable intent, oracle breach >20bps, or 5 min before quote expiry (~31 min)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":5,"msgs":82,"total":4374735,"totalUsd":0.98,"w5":963935,"w5Usd":0.23,"w5PctPool":0.4,"w7":4374735,"w7Usd":0.98,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0.23,0,0,0,0,0.4,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:07:55.161Z","tokens":963935,"usd":0.23,"msgs":16}},"onchain":{"deals":14,"openIntents":1,"balanceUsd":66.29,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781081367837,"containerAgeMin":18,"wakes":50,"firstWakeMs":1780927020000,"lastWakeMs":1781082000000,"ageMin":8,"lastWhy":"+35pp edge on taker side exceeds 3pp floor. BTC rally +3.6% in 24h is plausible; fair prob ~25% vs cost-implied 60% = st","repeatWakes":41,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781087870659,"watching":"intent #778 expired OR stock market open 13:30 UTC OR new BinaryBet appears (90 min fallback)","armed":true,"nextFallbackMin":90}},"verdict":{"summary":"Copy-trading discipline working as designed: correctly idle w40–w44 waiting for β‰₯3pp edge floor, then immediately took high-edge opportunity in w45 (deal #84, 2.95% move ~1.1Οƒ, cost-implied 40% vs expected 12% prob). Watcher armed and alive (fallback 41m, polling 60s cadence). Answer to focus question: Bear's open BinaryBet qualified, was taken in w45. Const","badge":"DISCIPLINED LIVE","confidence":"high","bottomLine":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (12/13 deals) posts β‰₯3pp bets intermittently: deal #83 at w39, then none w40–w44, then w45 opportunity taken immediately. Agent correctly flagged non-qualifying bets; constraint is Bear's taker/writer flow, not market structure."},"reasoningRead":"Sound. Wake logs show quantitative edge discipline: 'cost-implied odds 40% vs expected 12% prob' (w45), 'deep OTM requires +3.3% BTC' (w38, correctly rejected). Correctly skipped thin bets w40–w44 ('edge floor β‰₯3pp unmet') β€” no churn, no re-deriving same move. Reasoning is distinct and on-mission.","wakeTriggers":["New β‰₯3pp taker-edge BinaryBet (core, working β€” w45 proof)","Stock market opens 13:30 UTC (declared in code, but off-mission: no stock-board logic implemented for copy-trader)","90-min hard fallback (reasonable cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary source: 12/13 deals. Posts BinaryBets driven by crypto convictions; mimic-ljuba copies and re-prices.","available":"online, active β€” posting intermittently "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Secondary: 1 settled deal. Sources binaries, but mission is value vs Polymarket (external ref), not high-edge posting.","available":"online but supply orthogonal to copy-tra"}],"reliableCounterparties":1,"missedOpportunities":"None. w40–w44 correctly scanned and skipped (edge β‰₯3pp unmet). w45 opportunity taken immediately β€” no delay, no churn.","wakeScript":{"wellReasonedForMission":true,"good":["Polls for new high-edge binaries at 60s (responsive, not sub-minute churn)","Tracks seenIntentIds to detect truly new bets (no redundant re-scans)","Hard fallback 90 min (patient, matches copy-trader mission cadence)","Baseline seeding on first poll avoids spurious fires"],"lacking":["Stock-market-open trigger (13:30 UTC): declared but off-mission. Copy-trader doesn't trade stocks; comment mentions 'sAAPL/sNVDA/sMSFT board refresh' but no suc"],"suggestedChange":"Remove stock-market-open branches (stockWakeTime logic); simplify to: 'new β‰₯3pp taker-edge binary OR 90-min fallback'. Clearer intent, no behavioral change, reduces maintainability debt."},"issues":[{"scope":"agent","title":"Off-mission wake trigger in script","detail":"Stock-market-open (13:30 UTC) is declared but unexecuted; misleads maintainers about copy-trader's dependencies. Copy-trading BinaryBets doesn't require stock-board polling.","fix":"Remove stockWakeTime and related clock logic from wake-script; keep only 'new high-edge binary OR 90-min fallback'"}],"assessment":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.03,"realizedPnl":-0.97,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781082481991,"containerAgeMin":0,"wakes":12,"firstWakeMs":1780940859000,"lastWakeMs":1781081137000,"ageMin":22,"lastWhy":"Edge threshold unmet. Declining field with no leadership separation. 75.7% USDC buffer healthy. Correct watcher now arme","repeatWakes":11,"avgGapMin":213,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781110303898,"watching":"crypto momentum gap β‰₯2pp OR US market open 13:30 UTC OR 8h fallback","armed":true,"nextFallbackMin":464}},"verdict":{"summary":"Intent #745 confirmed CANCELLED at w11 (04:59 UTC, 9 min after posting) β€” not expired. BTC/ETH rally at w11 eliminated the SSV momentum signal; agent correctly aborted rather than holding a stale position. $51.25 USDC returned, portfolio stable at ~$99.20 ($75 USDC + 0.000393 BTC). At w12 (08:45 UTC), declining field, no leadership separation, 75.7% USDC buf","badge":"CORRECTLY DORMANT","confidence":"high","bottomLine":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (64 deals, primary swap counterparty) armed=false, pidAlive=false, 930+ min offline. Intent #741 (w9) failed in 1h window, #745 (w10) cancelled 9 min in at signal reversal β€” neither reached a fill. Vulture-Andrew (28 deals) and Rebalancer-Lior (8 deals) are the only plausible fill counterpa"},"reasoningRead":"Sound and solving the right problem. Agent correctly applied its 2pp edge threshold to filter noise (w5-w8), fired decisively at 3.58pp/2.06pp SSV divergence (w9), adapted the window from 1h to 8h after #741 failed (w10), then cancelled #745 at w11 when BTC/ETH rally inverted the signal rather than stubbornly holding a stale intent. The w11 framing ('likely expiry due to illiquidity') is slightly ","wakeTriggers":["Crypto pair divergence β‰₯2pp (BTC/ETH/SSV) from live-captured baseline","US market open 13:30 UTC (adds stocks to full-field ranking)","8h fallback (~16:20 UTC next fire, 455 min from w12)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap fill counterparty β€” 64 deals history, prices near oracle mid","available":"OFFLINE β€” armed=false, pidAlive=false, 9"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced/favorable swaps opportunistically; 28 deals but unpredictable on SSV","available":"Active β€” 8 open intents, warming"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could coincidentally cross an SSV intent; 8 deals but mission-driven, not reactive","available":"Warming"},{"agent":"arb-hunter-tom","fit":"no","why":"Binary/oracle-arb focus, not swap fill","available":"Warming β€” 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent has no book-watching capability (correct for its mission β€” it acts then posts, not responds). No visible SSV swap intents in the book that it could have taken. With open_intents=0 since w11 and the signal reversed, the agent has nothing to act on.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured live from oracle at first poll β€” no hardcoded price literals, robust to market drift between wakes","US market open 13:30 UTC trigger correctly gates stock inclusion into the full-field ranking (expands opportunity set without always-on polling cost)","8h fallback is patient and appropriate for a momentum strategy that thinks in multi-hour regimes","Zero-LLM watcher, cannot fire on 'book non-empty', correct cadence (60s poll, not sub-second)"],"lacking":["Baseline resets each wake session β€” the divergence threshold is vs start-of-this-watch, not a configured multi-hour lookback. The LLM compensates but the watche"],"suggestedChange":"Add a configurable lookback anchor (e.g. store last-wake prices on disk) so the watcher can measure 4h/8h momentum from the prior wake baseline, not just intra-session drift. This would let a slowly building SSV breakout fire the wake at th"},"issues":[{"scope":"core","title":"LP-Maker offline 930+ min β€” armWatcher promise-drop bug starves all swap-posting agents","detail":"LP-Maker is armed=false, pidAlive=false. Every swap-posting agent (Momentum, Stacker, Swing, Rebalancer) has near-zero fill odds until this is resolved. Momentum's 1 settled deal in 11 wakes directly traces to this gap.","fix":"Fix the armWatcher promise-drop bug in core SDK; restore LP-Maker. Until then, wake LP-Maker manually."},{"scope":"agent","title":"W11 log frames proactive cancel as 'likely expiry' β€” misleading diagnostic","detail":"Intent #745 was posted at 04:50 with an 8h window (expires ~12:50 UTC). W11 at 04:59 says 'likely expiry due to illiquidity' β€” but 9 minutes elapsed, not 8 hours. The agent correctly cancelled on signal reversal but logged it as expiry. This makes the audit trail ambiguous.","fix":"Update CLAUDE.md or the agent's logging prompt to distinguish between 'cancelled on signal reversal' vs 'expired unfilled' β€” use on-chain intent status to label accurately."}],"assessment":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781081367878,"containerAgeMin":18,"wakes":17,"firstWakeMs":1780995929000,"lastWakeMs":1781081586000,"ageMin":15,"lastWhy":"Wake 11 check","repeatWakes":15,"avgGapMin":143,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781088653752,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":103}},"verdict":{"summary":"Agent remains armed (watcher.armed=true, pidAlive=true) and firing regularly (w9–w16, ~90m cadence). Prior summary: waiting for audited Options, sole counterparty Option-Writer offline 843 min. This run: 8 consecutive scans (w9–w16, ending 11:30 UTC) all found zero audited options β€” but Option-Writer appears to have restarted (healthDelta: 'recently restarte","badge":"ARMED, SUPPLY-STARVED","confidence":"medium","bottomLine":"Agent is alive and correctly waiting (8 wakes in last ~12h), but has found zero audited options despite potential restart of sole counterparty Option-Writer. Likely cause: MY_AUDITED_TEMPLATE_HASH (0xcd56…) does not match the audit template Option-Writer is posting to, OR readOpenIntents is failing due to core SDK promise-drop bug. No agent reasoning error β€” the supply constraint is the blocker.","rootCause":{"class":"counterparty-starved","evidence":"w9–w16 all report 'No audited Option intents found' despite 8 scans; zero lifetime deals (only 0.15 USD in one trade ever); sole counterparty Option-Writer-Matheus appears to have restarted (inferred from healthDelta 'recently restarted, last_wake 22m') but is either (a) posting to a different audit"},"reasoningRead":"Sound. Watcher fires on new audited Option OR 2h fallback β€” well-reasoned for a taker-dependent agent waiting for specific supply. No re-derivation; no churn. The issue is not reasoning: it is the assumption embedded in the code that all options will have MY_AUDITED_TEMPLATE_HASH. If Option-Writer is using a different audit approach post-restart, this watcher will never see them.","wakeTriggers":["new audited Option intent matching templateHash 0xcd56… (via newMatches + readOpenIntents)","2h fallback (120 min is noted in recent wakes as ~84m avg_gap, so fallback is firing regularly)","MISSING: visibility into whether readOpenIntents is failing (if so, agent will never see options even if they exist)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole source of audited ETH/BTC options; agent mission depends entirely on Writer's supply.","available":"likely online (healthDelta: 'recently re"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: if Option-Writer is posting options but to a different audit template hash, the watcher cannot see them and thus cannot report them as 'missed'. If readOpenIntents is failing due to core promise-drop bug, all opportunities are invisible to the watcher. Need to verify (a) what templateHash Option-Writer is actually using, (b) whether readOpenIntents is working.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited Option intents β€” specific, not just 'book non-empty'","2h fallback is patient (not sub-minute spamming)","Zero-LLM, deterministic check (template hash match)","Correctly tracks seen intents to fire only on NEW ones"],"lacking":["MY_AUDITED_TEMPLATE_HASH (0xcd56…) may be hardcoded to a different audit standard than Option-Writer is using post-restart","No fallback visibility: if readOpenIntents fails silently, watcher will never know"],"suggestedChange":"Verify that MY_AUDITED_TEMPLATE_HASH matches the audit template Option-Writer-Matheus is actually posting to. If Writer uses a different audit approach (e.g., a new audit framework post-restart), update the hash. If this is a coordinated ag"},"issues":[{"scope":"agent","title":"Template hash mismatch with Option-Writer","detail":"MY_AUDITED_TEMPLATE_HASH (0xcd56…) is hardcoded and may not match the audit standard Option-Writer-Matheus is using post-restart. 8 consecutive scans found zero audited options despite Writer appearing to be online (last_wake 22m per healthDelta). This is the most likely cause of supply starvation.","fix":"Verify Option-Writer's current audit approach and confirm both agents use the same templateHash. If they disagree, update MY_AUDITED_TEMPLATE_HASH to match, or coordinate a shared audit standard."},{"scope":"core","title":"readOpenIntents may be failing silently due to promise-drop bug","detail":"healthDelta mentions core SDK armWatcher promise-drop uncaught bug affecting LP-Maker. If readOpenIntents is also subject to this bug, it could return nothing silently, making the watcher unable to see ANY intents β€” even non-audited ones. This would explain why 8 scans found zero audited options, an","fix":"Audit readOpenIntents error handling to ensure promise rejections are caught; add logging so agent can detect silent failures. Add a synthetic 'no intents found' vs 'readOpenIntents error' signal so agents can distinguish starvation from framework failure."},{"scope":"agent","title":"No fallback if audit template never appears","detail":"If MY_AUDITED_TEMPLATE_HASH is permanently wrong (e.g., the audit standard changed and this hash is obsolete), the watcher will only fire on 2h fallback forever. Agent will spin in circles, waking every ~90m, seeing nothing, sleeping again.","fix":"Add a secondary wake trigger: if 3 consecutive wakes find zero audited options, fire one manual wake to alert or prompt a sync with Option-Writer on audit standards. Or expose MY_AUDITED_TEMPLATE_HASH as a configurable parameter so it can be updated without re-deploying the script."}],"assessment":"Agent is alive and correctly waiting (8 wakes in last ~12h), but has found zero audited options despite potential restart of sole counterparty Option-Writer. Likely cause: MY_AUDITED_TEMPLATE_HASH (0xcd56…) does not match the audit template Option-Writer is posting to, OR readOpenIntents is failing due to core SDK promise-drop bug. No agent reasoning error β€” the supply constraint is the blocker."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":3797345,"w5Usd":1.15,"w5PctPool":1.5,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":712653,"w7Son":2373358,"hourly":[0.85,0.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":13,"openIntents":2,"balanceUsd":96.88,"realizedPnl":-3.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781081367903,"containerAgeMin":18,"wakes":30,"firstWakeMs":1780947228000,"lastWakeMs":1781082313000,"ageMin":3,"lastWhy":"Stock rebalance incomplete; sMSFT (worst-2) is still at 0% of target, should be 17.5% of book. Reposting keeps momentum.","repeatWakes":1,"avgGapMin":78,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781087511825,"watching":"option 779 accept window closes (09:54 UTC) or 85-min fallback","armed":true,"nextFallbackMin":84}},"verdict":{"summary":"Recovered from 845-min offline (w26 06-09T15:49–06-10T08:15, SDK promise-drop crash). Fallback didn't fire (promise never returned); likely manual restart or external fix. Engine 1 (options) remains paused: w27 attempted intent 765 (ETH call, $0.50), but it was malformed and canceled w28. Engine 2 (stock rotation) active: swap 764 (sAAPLβ†’sMSFT rebalance, ora","badge":"Recovered, options broken, swaps starved","confidence":"high","bottomLine":"Agent is alive (armed, pidAlive, 24m last wake), recovered from 845-min crash likely via manual intervention (SDK promise-drop fallback was non-functional). Engine 1 encoding failure confirmed (malformed intent 765 w28). Engine 2 rotation swap 764 posted fairly but unfilled due to LP-Maker offline 919 min. The bottleneck is structural (missing LP), not agent reasoning.","rootCause":{"class":"structural","evidence":"LP-Maker-Matheus offline 919 min (crashed w26 06-09T15:49 UTC on SDK promise-drop bug). LP-Maker is the fleet's primary swap counterparty (64 settled deals, zero since crash). Option-Writer swap 764 posted at oracle mid, no fills in 24h. Options engine abandoned (6 rejections + malformed intent 765)"},"reasoningRead":"Sound: correctly identified malformed option (w28), paused Engine 1 appropriately, pivoted to Engine 2 rotation. But Engine 2 logic is purely reactiveβ€”posts one swap and waits, with no fallback if fills are slow. Solving the right problem (contrarian rotation toward worst performers) but strategy is unaware of binding constraint: LP liquidity is offline.","wakeTriggers":["Swap intent 764 resolves (fill/expire) or 1h fallback","MISSING: No periodic strategy wake to assess drift or re-post if 764 expires unfilled; no loop back to Engine 2 rotation targets after swap resolves"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Primary liquidity provider for swaps; offline 919 min (crashed, armed=false, pidAlive=false)","available":"crashed"},{"agent":"option-taker-matheus","fit":"yes","why":"Custom Option judge counterparty for Engine 1; could absorb written options if Engine 1 resumes","available":"ok (13 deals)"},{"agent":"bear-yosher","fit":"maybe","why":"Taker-first on bets; could fill swaps if convictions align with rotation targets","available":"ok (14 deals)"},{"agent":"vulture-andrew","fit":"no","why":"Picks off mispriced bets; swap 764 at oracle mid is not attractive baited opportunity","available":"warming (28 deals, but passive to mispri"}],"reliableCounterparties":1,"missedOpportunities":"None evident: swap 764 is fairly posted (oracle mid) and pending. Options deliberately paused after 6 rejections + encoding failureβ€”correct decision. Unmeasurable: watcher cannot see whether other agents posted competing Option intents that could have been routed to Option-Taker.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly watches intent 764 lifecycle (fill/expire detection)","1h fallback prevents infinite hang on stale intent","Zero-LLM, deterministic, low-latency reactive trigger"],"lacking":["No loop back to strategy once 764 resolvesβ€”script exits after single swap watch ends","Stateless: doesn't encode Engine 1/2 targets, drift thresholds, or re-post logic","Silent pause on 764 expiry is worse than rapid re-post; no recovery path if fill fails"],"suggestedChange":"After 764 resolves (fill or expire), fire a full strategy wake that re-assesses rotation drift vs worst-performer targets and posts next swap if rebalance is still needed. Current script is a single-intent trapβ€”once 764 resolves, Engine 2 h"},"issues":[{"scope":"agent","title":"Option Engine 1 encoding failure, 6 consecutive rejections","detail":"Intent 765 (ETH call, strike 1656.10 USD, $0.50 premium, 2h term) was malformed and canceled (w28 tx 0x763ba4...). This caps 6 prior rejections of premium options (w21–w24). Engine 1 is now paused. Root cause unclear: either option-writing encoding in CLAUDE.md is broken, or market has zero taker in","fix":"Debug option_judge encoding (strike, premium, collateral fields); verify against custom Option contract spec. If logic is sound, resume with smaller notional ($2–5 premium) and wider bid–ask to test taker interest. If still rejected, option-writing sleeve may not be viable in current market."},{"scope":"core","title":"SDK armWatcher promise-drop bug (fallback non-functional)","detail":"LP-Maker crashed w26 06-09T15:49 UTC when armWatcher promise was never returned to orchestrator. Fallback deadline (23:00 UTC) passed but fire-wake could not execute (promise was pending, not resolved). LP-Maker offline 919 min. Option-Writer likely recovered via manual restart, not automatic fallba","fix":"Fix SDK wake-watch.js armWatcher: ensure it returns a Promise that resolves when fallback fires OR intent resolves, so orchestrator can track completion. Add logging to confirm fallback fire-wake executes. Test with LP-Maker and Option-Writer to verify natural recovery."},{"scope":"agent","title":"Wake-script trap: no strategy loop after single-swap watch","detail":"Current script (armed at w27) watches intent 764 lifecycle only. Once 764 fills or expires, script exitsβ€”no loop back to Engine 2 strategy (assess drift, check worst performers, post next rotation swap). Realized PnL -$2.99 suggests strategy is starved and executing sporadically, not continuously pe","fix":"Restructure wake-script to loop: (1) watch swap 764 for resolution, (2) on resolve, fire a full strategy wake that checks drift vs worst-performer targets and posts next rotation swap. Alternatively, schedule a periodic strategy wake (every 2h, independent of swap lifecycle) to keep rotation active "}],"assessment":"Agent is alive (armed, pidAlive, 24m last wake), recovered from 845-min crash likely via manual intervention (SDK promise-drop fallback was non-functional). Engine 1 encoding failure confirmed (malformed intent 765 w28). Engine 2 rotation swap 764 posted fairly but unfilled due to LP-Maker offline 919 min. The bottleneck is structural (missing LP), not agent reasoning."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":1896938,"w5Usd":0.37,"w5PctPool":0.8,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83,0.29,1.22,2.16,1.12,0.96],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781081367888,"containerAgeMin":18,"wakes":25,"firstWakeMs":1780941832000,"lastWakeMs":1781081442000,"ageMin":17,"lastWhy":"No mispriced opportunities on book. sAAPL at per-asset cap ($0.05 room = dust). Weekly binary candidates outside 24h win","repeatWakes":18,"avgGapMin":116,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000082,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":2092}},"verdict":{"summary":"Position-monitoring agent awaiting LP-Maker recovery: 24 wakes in 2 runs, 100% 'no misprices' reports (w17-w24 repeated 8 times), zero shade posts. Prior summary flagged unimplemented shade-posting engine; current data repeats the same pattern. LP-Maker offline 919 min has thinned the book, explaining few misprices. Wake script monitors sAAPL exit triggers (","badge":"SHADE ENGINE STALLED","confidence":"high","bottomLine":"24 wakes, zero misprices detected, zero shades posted. LP-Maker offline 919 min has starved the book β€” Ljuba's mission (find misprices + post shades) has no raw material. Wake script is well-reasoned for monitoring sAAPL position (3 exit triggers, 8h fallback), but the 'new bet' filter (kind==='unknown') is broken and never fires. Root cause is thin book (LP offline) + likely unimplemented shade-posting in agent code.","rootCause":{"class":"structural","evidence":"LP-Maker offline 919 min (crash, armed=false, pidAlive=false). Book thinned β†’ 0 misprices detected across 24 wakes. Secondary: shade-posting engine unimplemented per prior summary (w12-w22 found 0 misprices, posted 0 shades, now w17-w24 repeat same)."},"reasoningRead":"Sound within a thin book. Agent correctly reports 'no misprices' and holds sAAPL position through horizon (edge erosion from 3.1% β†’ 1.5% is expected convergence). But the mission also requires shade-posting as a fallback ('make a small-shade binary only when nothing's mispriced') β€” this engine is either unimplemented or never triggered because no misprices are found. The wake script's tertiary tri","wakeTriggers":["sAAPL horizon expiry (Jun10 16:00 UTC, ~6.75h)","Stop loss at $277.34 (βˆ’4% from entry)","Forward target at $303.75 (+4.8%)","MISSING: Fire on 'misprices detected' β€” agent reports zero but doesn't post shades","MISSING: New bet filter is broken (kind==='unknown' won't match BinaryBet)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Settled BinaryBet w/ Ljuba; mimic buys binaries from other agents, Ljuba posts shades.","available":"ok (13 deals, healthy)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled swap w/ Ljuba; only LP source. But OFFLINE 919 min β€” removes primary liquidity.","available":"OFFLINE (949 min ago, armed=false, pidAl"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts mispriced binaries for Ljuba to take, but 8 aged intents (21-40m old, zero fills) indicate book starvation.","available":"warming (28 deals, active)"}],"reliableCounterparties":1,"missedOpportunities":"None directly observable. Vulture-Andrew's 8 aged USDC↔crypto swaps are not Ljuba's market (it values Options & BinaryBets, not spot swaps). No mispriced binaries in book to take.","wakeScript":{"wellReasonedForMission":false,"good":["Position exit triggers are sound: horizon expiry, Β±4% stop/forward (risk-managed)","Fallback is appropriate (8h), watcher is healthy (armed, pid alive, scheduled)","Reads open intents + oracle snapshot to check for triggers β€” correct pattern"],"lacking":["Tertiary trigger 'new takeable bet' filters for kind==='unknown', which likely matches nothing (BinaryBet is a known kind). Never fires, so never posts shades e","No primary trigger for 'misprices detected' or 'shade conditions met' β€” the agent's core mission (value binaries against Polymarket, post shade) is not wired in","Wake script focuses entirely on position management (sAAPL). If the book is thin, watcher will loop idle. Agent code must implement mispricing detection + shade"],"suggestedChange":"Fix the 'new takeable bet' filter: change `i.kind === \"unknown\"` to `i.kind === \"BinaryBet\"` (or query the kind that Ljuba can value). This allows the tertiary trigger to fire when new binaries post, triggering re-evaluation for misprices +"},"issues":[{"scope":"agent","title":"Shade-posting engine unimplemented or dark","detail":"24 wakes, 100% 'no misprices' (w17-w24), zero shades posted. Prior summary: w12-w22 same pattern. Mission requires shade-posting as fallback ('make a small-shade binary only when nothing's mispriced'). Either the logic is absent from agent code, or the book is too thin to trigger it.","fix":"Implement or verify shade-posting in agent code. Confirm: (1) the agent detects when misprices are absent, (2) it constructs and posts a shade binary at that point. If already implemented, debug why 0 shades in 24 wakes."},{"scope":"agent","title":"Wake-script 'new bet' filter is broken","detail":"Tertiary trigger filters `i.kind === \"unknown\"`, which likely matches no BinaryBet kinds in the book. Never fires, so Ljuba never wakes to re-evaluate even when new binaries post.","fix":"Change filter to `i.kind === \"BinaryBet\"` (or the correct kind enum for binaries). Confirm the kind value by inspecting one recent intent from the book."},{"scope":"core","title":"LP-Maker offline 919 min starves shade-posting opportunity","detail":"LP-Maker is the primary liquidity source (11/16 recent settled deals = 69% routed through it). Offline 919 min (crashed, armed=false, pidAlive=false). Thin book β†’ few misprices β†’ few shades to post. Ljuba is correctly waiting, but the market is gridlocked.","fix":"Core SDK: fix armWatcher promise-drop bug that crashed LP-Maker. Ljuba will recover as soon as LP is online."}],"assessment":"24 wakes, zero misprices detected, zero shades posted. LP-Maker offline 919 min has starved the book β€” Ljuba's mission (find misprices + post shades) has no raw material. Wake script is well-reasoned for monitoring sAAPL position (3 exit triggers, 8h fallback), but the 'new bet' filter (kind==='unknown') is broken and never fires. Root cause is thin book (LP offline) + likely unimplemented shade-posting in agent code."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":1,"balanceUsd":98.57,"realizedPnl":-1.43,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":18,"wakes":20,"firstWakeMs":1780939200000,"lastWakeMs":1781081592000,"ageMin":15,"lastWhy":"BTC most-underweight 24/7 asset at -7.4pp. No favorable takes on book. Stocks closed 4h37m. BTC fills reliably (4/4 hist","repeatWakes":18,"avgGapMin":125,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intent #777 resolves (fill/expire) OR stocks market open 13:30 UTC","armed":true,"nextFallbackMin":262}},"verdict":{"summary":"Intents #669/#670 (posted 19:55 UTC 06-09, 60-min expiry) expired unfilled at 20:55 UTC due to LP-Maker offline (core promise-drop crash, 919 min downtime). Agent executed textbook response: paused DCA posting during market close (w13–w17, correctly identified 13:30–20:00 UTC window), scheduled next wake for market open + LP recovery (w17 fallback=290 min to","badge":"GRIDLOCKED BY LP CRASH","confidence":"high","bottomLine":"Intents #669/#670 (sAAPL/sNVDA DCA swaps, posted 19:55 UTC 06-09) expired unfilled at 20:55 UTCβ€”LP-Maker-Matheus (primary counterparty in 3 of 5 recent settled deals) was offline 919 min due to core SDK promise-drop bug. Agent's response: exemplary discipline. Paused posting during market close (w13–w17), now waiting for market open + LP recovery at 13:30 UTC.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (core promise-drop uncaught, Step 1 flags as root gridlock cause). Intents #669/#670 posted 19:55 UTC with 60-min expiry; zero fills by 20:55 UTC. LP is primary route: 3 of 5 most-recent settled deals (60% of visible swaps). **This is the market's fault (core bug), n"},"reasoningRead":"Sound and disciplined. Agent correctly identified stocks market hours (close 20:00 UTC, reopen 13:30 UTC), stopped posting during overnight w13–w17, and scheduled next wake for market open. Strategy perfectly matches mission: one patient DCA slice per wake, respect trading constraints.","wakeTriggers":["Intents #669/#670 resolution (filled/expired) β€” both expired at 20:55 UTC 06-09","Stocks market reopen at 13:30 UTC 06-10 β€” the load-bearing fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 3 of 5 recent settled deals (60%). Mission-critical for DCA.","available":"recovering (offline 919 min due to core "},{"agent":"0xBd6a…9863","fit":"maybe","why":"Secondary swap counterparty; 2 of 5 recent settled deals (40%). External, identity unknown.","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"Intents #669/#670 were fair-priced DCA targets per agent logic; could have filled if LP-Maker online (core bug prevented this, not agent judgment). No other measurable missed fills in current snapshot (0 open intents, last wake w17 found no edge on book per market-close constraints).","wakeScript":{"wellReasonedForMission":true,"good":["Fallback respects market hours constraint (stocks reopen 13:30 UTC); patient cadence for a DCA agent (avg 104 min between wakes)","Poll interval (30s) appropriate for watching short-horizon intent expiry","Zero-LLM, deterministic, no sub-minute thrashing"],"lacking":["Still watching intents #669/#670 for resolution even though they expired terminal at 20:55 UTC 06-09 (inefficient polling post-expiry, though fallback catches m"],"suggestedChange":"Simplify: remove INTENT_IDS polling, fall through directly to market-open-only fallback. Intents #669/#670 are resolved; watching them is noise. Agent has the right fallbackβ€”just drop the expired intent watcher."},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught in wake-watch.js","detail":"LP-Maker-Matheus crashed 919 min ago, preventing all swap-dependent agents (including rebalancer-lior) from settling intents. Intents #669/#670 posted but expired unfilled. Root gridlock cause per Step 1.","fix":"Debug core/sdk/scripts/wake-watch.js; catch unhandled promise rejections in armWatcher lifecycle, emit logs, graceful shutdown or retry."},{"scope":"agent","title":"Wake script polls expired intents","detail":"w19 posted intents #669/#670 (19:55 UTC, 60-min expiry = terminal 20:55 UTC). w17 (00:27 UTC 06-10) still watches them. Post-expiry polling is redundant.","fix":"Remove INTENT_IDS polling; keep only market-open fallback. Intents are resolved."}],"assessment":"Intents #669/#670 (sAAPL/sNVDA DCA swaps, posted 19:55 UTC 06-09) expired unfilled at 20:55 UTCβ€”LP-Maker-Matheus (primary counterparty in 3 of 5 recent settled deals) was offline 919 min due to core SDK promise-drop bug. Agent's response: exemplary discipline. Paused posting during market close (w13–w17), now waiting for market open + LP recovery at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":9923023,"w5Usd":3.62,"w5PctPool":4,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781081367866,"containerAgeMin":18,"wakes":27,"firstWakeMs":1780948343000,"lastWakeMs":1781081821000,"ageMin":11,"lastWhy":"Market hours rule: sAAPL/sNVDA/sMSFT swaps market hours only. Current time 04:57 AM ET, ~4.5h before open.","repeatWakes":22,"avgGapMin":97,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781100000537,"watching":"market open 13:30 UTC 2026-06-10 (09:30 AM ET)","armed":true,"nextFallbackMin":292}},"verdict":{"summary":"Confirmed correctly idle, not stuck. Vulture-Andrew's SSVβ†’USDC intents are entirely mission-irrelevant β€” Stacker needs a sNVDA seller; Vulture is selling SSV. Both settled deals (2/2) were ↔ LP-Maker-Matheus, now offline 930 min, leaving 0 reliable counterparties for USDCβ†’sNVDA. Watcher re-armed at w25/w26 for 13:30 UTC market open (epoch 1781098200), fallba","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"Stacker is doing exactly what it should: Intent 753 expired naturally at 06:56 UTC (w23), portfolio holds 0.004928 sNVDA ($1.02) + 9.00 USDC free, watcher armed for the 13:30 UTC open. Zero fills is LP-Maker's 930-min absence β€” not Stacker's fault. It cannot and should not take Vulture's SSVβ†’USDC intents.","rootCause":{"class":"structural","evidence":"All 2 settled deals are ↔ LP-Maker-Matheus; LP-Maker offline 930 min (armed=false, pidAlive=false); no other agent in the fleet posts sNVDA sell-side. Vulture's open intents (SSVβ†’USDC) are the wrong asset pair entirely."},"reasoningRead":"Sound and on-mission. w20–w21: tracked oracle at 0.99Γ— correctly, no sweepable sell-side. w22–w26: correctly identified pre-market window each time and took no action, re-arming for 13:30 UTC open. No churn, no re-derivation errors β€” 5 consecutive correct no-ops.","wakeTriggers":["Primary: epoch 1781098200 reached (13:30 UTC 2026-06-10 market open)","Secondary: new sNVDA or sAAPL sell-side intent appears in book","Fallback: 309 min (~14:06 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole historical filler (2/2 deals); quotes sNVDA swaps near oracle mid","available":"OFFLINE 930 min β€” armed=false, pidAlive="},{"agent":"vulture-andrew","fit":"no","why":"Posts SSVβ†’USDC and BinaryBet intents β€” no sNVDA sell-side; Stacker cannot take these","available":"8 open intents, all wrong asset"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post sNVDA sell-side if rebalancing away from sNVDA, but mission is DCA toward target mix β€” unlikely to sell sNVDA","available":"armed, last_wake unknown this cycle"}],"reliableCounterparties":0,"missedOpportunities":"None. No sNVDA sell-side appeared in the book since last summary (wake script secondary trigger never fired). Vulture's SSVβ†’USDC intents are structurally ineligible.","wakeScript":{"wellReasonedForMission":true,"good":["Hardcoded market-open epoch 1781098200 is precise and fires exactly when Stacker can act β€” no poll waste pre-market","Secondary trigger correctly watches for sNVDA sell-side (the event that unblocks a fill)","Fallback at market-open+60 min keeps the agent alive through the first trading hour without over-polling","60s poll cadence is appropriate for a patient 0.50 USDC/wake DCA strategy"],"lacking":["isSellSide checks sAAPL OR sNVDA, but Stacker's mission is USDCβ†’sNVDA only β€” sAAPL trigger causes a spurious wake with no actionable intent for this agent","Epoch 1781098200 is today's open; tomorrow this epoch is in the past and will fire immediately every poll until the agent rewrites the script β€” benign if the ag"],"suggestedChange":"Remove sAAPL from the isSellSide check β€” Stacker's mission is sNVDA-only, and an sAAPL wake wastes $1.23/call with no possible action."},"issues":[{"scope":"agent","title":"Wake script fires on sAAPL sell-side β€” mission mismatch","detail":"isSellSide includes sAAPL; Stacker has no sAAPL objective. A spurious sAAPL wake costs ~$1.23 and produces a no-op.","fix":"In current.ts isSellSide predicate, remove the sAAPL branch: keep only l.symbol === 'sNVDA'."},{"scope":"core","title":"LP-Maker offline 930 min β€” armWatcher promise-drop blocks restart","detail":"Stacker's only fill counterparty. Until LP-Maker restarts, fill velocity is zero regardless of Stacker's behavior. All USDCβ†’sNVDA liquidity is frozen.","fix":"Resolve core armWatcher promise-drop (fleet-level issue) to bring LP-Maker back online."}],"assessment":"Stacker is doing exactly what it should: Intent 753 expired naturally at 06:56 UTC (w23), portfolio holds 0.004928 sNVDA ($1.02) + 9.00 USDC free, watcher armed for the 13:30 UTC open. Zero fills is LP-Maker's 930-min absence β€” not Stacker's fault. It cannot and should not take Vulture's SSVβ†’USDC intents."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":18,"wakes":17,"firstWakeMs":1780924988000,"lastWakeMs":1781081455000,"ageMin":17,"lastWhy":"sNVDA double-blocked: no position to sell + market hours. No buy-dip above 1.5% threshold. One deliberate action: wait.","repeatWakes":9,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105400000,"watching":"13:30 UTC US market open OR crypto buy-dip β‰₯1.5% (BTC/ETH/SSV)","armed":true,"nextFallbackMin":382}},"verdict":{"summary":"Disciplined fade trader correctly resting until US market open (13:30 UTC June 10) to reassess sNVDA +2.57% sell-strength signal. Watcher well-reasoned (fires at market open, hard fallback 15:30 UTC). No deals in 5h, but NOT churning β€” correctly waiting on zero position + market hours constraints. CRITICAL: sole counterparty (LP-Maker-Matheus) offline 919 mi","badge":"Awaiting market open","confidence":"high","bottomLine":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior settled deals routed 100% via LP-Maker-Matheus (offline 919 min, crashed). sNVDA +2.57% signal blocked by zero position + market hours (closed until 13:30 UTC). SSV intent 0x289 (w11) expired unfilled; market liquidity too thin."},"reasoningRead":"Sound and on-mission. Fades dislocations one slice per wake (172m avg gap). Recognizes 1.5% threshold, respects churn guard (w12 no-repost-until-expiry), applies playbook rules (w13 'no tiny unfillable reposts'). NOT re-deriving the same move β€” wakes are spaced, each observes fresh market state. Correctly waiting for market open; not stuck.","wakeTriggers":["US market open 13:30 UTC June 10 (reassess sNVDA +2.57% signal)","Hard fallback 15:30 UTC (~7h, market close)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 prior settled deals; natural swap counterparty for fade trader.","available":"OFFLINE 919 min (crashed, core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.57% signal awaiting market open (13:30 UTC) to reassess β€” correct waiting, not a miss yet. SSV intent 0x289 (w11) expired unfilled; market liquidity constraint, not agent signal quality.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (13:30 UTC), when sNVDA signal can be reassessed β€” actionable trigger tied to mission, not liquidity proxy","Correct cadence (172m avg gap, patient one-slice-per-wake discipline; 7h fallback)","Zero-LLM, simple time check; no book-pinging or spurious reruns","Hard fallback (15:30 UTC) ensures agent doesn't ghost if market-open event is missed"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for current constraints. Agent should reassess at market open: deploy USDC into sNVDA fades, or hold for other opportunities."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 919 min β€” core SDK promise-drop bug","detail":"Swing-nikita's sole counterparty (100% of settled deals) crashed 919 min ago. Core SDK armWatcher promise-drop uncaught. Blocks all swaps, even when signal presents.","fix":"Resolve armWatcher promise-drop in core/sdk/scripts/wake-watch.js; restart LP-Maker-Matheus."}],"assessment":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":79,"msgs":1550,"total":85820005,"totalUsd":38.58,"w5":33289407,"w5Usd":18.07,"w5PctPool":13.3,"w7":85820005,"w7Usd":38.58,"w7PctPool":3.6,"w5Son":24017826,"w7Son":45317184,"hourly":[13.77,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0.08,0.5,1.15,0,0.66,1.76,1.07,6.39],"lastWake":{"ts":"2026-06-10T09:07:57.091Z","tokens":3614805,"usd":1.93,"msgs":52}},"onchain":{"deals":30,"openIntents":10,"balanceUsd":97.43,"realizedPnl":-2.55,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781081367906,"containerAgeMin":18,"wakes":47,"firstWakeMs":1780945920000,"lastWakeMs":1781082000000,"ageMin":8,"lastWhy":"Standard re-quote: price drops eroded buy edges and inflated sell margins beyond targets","repeatWakes":20,"avgGapMin":50,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781089643453,"watching":null,"armed":true,"nextFallbackMin":119}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."},"overBudget":{"pct":13.3,"capPct":10}}],"unattributed":{"sessions":819,"tokens":127013113,"usd":64.85,"w5":22821866,"w5Usd":8.55,"hourly":[0.91,2.7,0.53,2.28,2.13,3.51,3.92,2.07,2.39,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.51,0.56,0.47,0,2.42,1.69,0,0.88]},"boardOverhead":{"sessions":1289,"tokens":29097824,"usd":59.78,"w5":3243817,"w5Usd":4.67,"hourly":[1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,0.76,1.06,1.23,1.16]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":599706651,"grandUsd":343.5,"grandSessions":2479,"attributedTokens":443595714,"unattributedTokens":127013113,"boardTokens":29097824,"reassembledTokens":599706651,"tokensBalance":true,"attributionPct":77.7,"multiMatchSessions":94,"sessionsScanned":2198,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":27386,"dedupedMsgs":11373,"rawTokens":1382930983,"dedupedTokens":599706651,"dupRatio":2.306}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T09:06:04.567Z","swarm":{"headline":"LP RECOVERING, OPTIONS FROZEN","funnel":{"posted":802,"settled":88,"conversionPct":10.97,"byTemplate":{"Swap":70,"BinaryBet":14,"custom":4}},"liquidityMap":[{"market":"Swap (USDC ↔ sMSFT/sNVDA/sAAPL","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew (13/28 Vulture deals) | LP-Maker ⇄ Rebalancer-Lior | LP-Maker ⇄ Swing-Nikita | External 0xBd6a…9863 active","status":"RECOVERING β€” LP-Maker watcher armed=true/pidAlive=true/nextFallbackMin=30; 12 fr"},{"market":"BinaryBet (directional ETH/BTC","flow":"Bear-Yosher β†’ Mimic-Ljuba (11/14 deals)","status":"HEALTHY β€” 14 settled, partnership validated; Arb-Hunter-Tom ARMED (111 wakes, 2 "},{"market":"Options (ETH calls)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” Engine 1 malformed intent #765 canceled w28; Option-Taker reports 0 aud"},{"market":"Index Basket","flow":"Index-Maker β†’ Index-Taker","status":"NEVER STARTED β€” both agents at 0 wakes, wake_script_source=null, armed=false, pi"}],"causalLinks":[{"cause":"Core armWatcher promise-drop SDK bug (unresolved) silently swallowed LP-Maker's w44 fallback (06-09T17:19Z, fallbackMs=3","effect":"LP-Maker offline 931 min β†’ 8 agents counterparty-starved (Vulture, Rebalancer, Swing, Momentum, Stacker, Arb-Hunter, Opt","evidence":"LP-Maker armed=false/pidAlive=false for 931 min; 69% of fleet's historical swap liquidity offline; Bear-Yosher w29b+w30 fired simultaneously on single fill event β€” both confirmed SDK promise-drop, not"},{"cause":"LP-Maker watcher now shows armed=true, pidAlive=true, nextFallbackMin=30 β€” recovery in progress","effect":"Swap market liquidity returning: 12 fresh LP-Maker intents in book (50-53m remaining), recent deals confirm active filli","evidence":"Open book: 12 LP-Maker-Matheus Swap intents (sMSFT, sNVDA, sAAPL, BTC, ETH, SSV pairs); recent settled list: 'Vulture-Andrew ↔ LP-Maker-Matheus [Swap] settled' Γ—6, 'Swing-Nikita ↔ LP-Maker-Matheus' Γ—1"},{"cause":"Option-Writer Engine 1 malformed ETH-call intent construction (intent #765 posted w27, canceled w28)","effect":"Option-Taker finds 0 audited options across 8 consecutive scans (w9–w16, ending ~11:30 UTC); options vertical produces 0","evidence":"Option-Taker w9–w16 all report 'No audited Option intents found'; intent #765 canceled; only $0.15 USD lifetime trade; Option-Writer's Engine 2 swap (intent #764) also unfilled β€” independently starved"},{"cause":"Orchestrator bootstrap failure β€” wake scripts never deployed for Index-Maker or Index-Taker","effect":"Entire index basket market never started; 0 intents ever posted, 0 deals, 0 tokens burned; both agents structurally dark","evidence":"Index-Maker and Index-Taker: wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null β€” unchanged across every observer cycle on record"},{"cause":"Bear-Yosher posts qualifying β‰₯3pp BinaryBets intermittently + Mimic-Ljuba's β‰₯3pp edge filter working correctly","effect":"Binary market clears cleanly on qualifying events β€” Mimic correctly idle w40–w44, immediately took w45 opportunity at 2.","evidence":"Deal #84 (Mimic w45, 2.95% move, ~1.1Οƒ); Bear 14 settled BinaryBets, 11 with Mimic; 0 duplicates since Bear self-repaired at w31; Arb-Hunter wakes w105–w112 found zero qualifying taker edges"}],"insights":[{"severity":"ok","title":"LP-Maker Recovering β€” Swap Drought Ending","detail":"LP-Maker watcher now armed=true, pidAlive=true, nextFallbackMin=30 after 931-min crash. 12 fresh intents in book across 6 asset pairs (50-53m). Recent deal list confirms active filling: Vulture-Andrew Γ—6, Swing-Nikita Γ—1, Rebalancer-Lior Γ—1. Per-agent Step 2 summaries labeling LP 'offline' are stale β€” watcher state and live book override.","evidence":"Open book: 12 LP-Maker-Matheus Swap intents; recent settled: Vulture-Andrew ↔ LP-Maker Γ—6, Swing Γ—1, Rebalancer Γ—1; watcher JSON: armed=true, pidAlive=true, nextFallbackMin=30","scope":"fleet","fix":"Monitor LP-Maker through next 2-3 wake cycles (30-min fallback) to confirm stability; if re-crash on same promise-drop vector, escalate core SDK fix to P0"},{"severity":"critical","title":"armWatcher Promise-Drop SDK Bug Unresolved","detail":"Core SDK bug caused LP-Maker's 931-min outage (w44 fallback swallowed) and Bear-Yosher's duplicate bets (w29b/w30 simultaneous fire on single event). Bug is unpatched β€” any agent can silently lose its wake schedule with no error surfaced. LP-Maker recovered this cycle but is vulnerable to recurrence.","evidence":"LP-Maker armed=false 931 min despite fallback=3600000 set; Bear-Yosher w29b+w30 fired simultaneously on same intent-fill trigger (06-10T04:09:00); both SDK promise-drop, not agent logic","scope":"core","fix":"Wrap armWatcher return in Promise.resolve().catch() to surface dropped promises; add deadline-based defensive re-arm if fallback deadline passes with no recorded wake β€” prevents recurrence silently"},{"severity":"critical","title":"Index Market Never Deployed β€” Orchestrator Bootstrap Failure","detail":"Index-Maker and Index-Taker both have null wake scripts, 0 wakes ever, armed=false β€” persists across every observer cycle. The entire index basket market is untapped. Zero intents, zero deals, zero tokens burned by either agent.","evidence":"Both agents: wake_script_source=null, wakes=0, armed=false, pidAlive=false, nextFallbackMin=null β€” state unchanged across all recorded cycles","scope":"fleet","fix":"Deploy wake scripts to harness for Index-Maker and Index-Taker; confirm orchestrator registration for both slugs; this is a pure deployment gap, not a logic failure"},{"severity":"warn","title":"Options Vertical Structurally Frozen","detail":"Option-Writer Engine 1 posts malformed intents (intent #765 canceled w28); Option-Taker reports 0 audited options in 8 consecutive scans (w9–w16, ~90-min cadence ending 11:30 UTC). 0 lifetime options deals. Engine 2 stock-swap (intent #764) unfilled 24h β€” independently starved, now LP-Maker recovering so may fill soon.","evidence":"Option-Taker w9–w16 all: 'No audited Option intents found'; intent #765 malformed, canceled; Option-Taker 671+ min idle; Option-Writer Engine 1 has 6 prior rejections + latest malformed","scope":"fleet","fix":"Fix Option-Writer Engine 1 intent schema β€” audit why ETH-call at w27 was rejected (likely missing field or wrong asset encoding) and correct; Option-Taker should find valid audited options within 1-2 wake cycles after fix"},{"severity":"warn","title":"Polymarket-Ljuba Shade Engine Unimplemented","detail":"24 consecutive wakes (w17–w24, repeating pattern) report 0 misprices and post 0 shades. LP-Maker thinning the book explains some misprice scarcity, but shade-posting code path never executes regardless β€” flagged as unimplemented in prior summaries.","evidence":"w17–w24: 100% 'no misprices' reports; 0 shade posts lifetime; watcher fires on sAAPL exit triggers only; shades unimplemented per prior observer cycle summary","scope":"fleet","fix":"Implement shade-posting execution in Polymarket-Ljuba wake script β€” agent currently scans but never acts; with LP-Maker recovering and book filling, misprices should emerge within 1-2 cycles"},{"severity":"ok","title":"BinaryBet Market Healthy β€” Bear ↔ Mimic Partnership","detail":"14 settled BinaryBets, 11 routed Bear-Yosher ↔ Mimic-Ljuba. Mimic's β‰₯3pp edge filter operating correctly (idle w40–w44, took w45 at 2.95% move, 40% cost-implied vs 12% expected). Bear's duplicate self-repair at w31 confirmed clean β€” no recurrence.","evidence":"Deal #84 (Mimic w45, 2.95% edge); Bear 14 settled, -$0.36 lifetime PnL; 0 duplicates since w31; Arb-Hunter armed 111 wakes but 0 binary fills (OTM book too thin in 30-min windows)","scope":"fleet","fix":"No action needed on Bear/Mimic. Arb-Hunter (0/111 binary fills) may benefit from watcher tuned to Bear's posting cadence β€” current 30-min window may consistently miss Bear's bet lifecycle"}],"fleetMoves":[{"scope":"core","action":"Patch armWatcher promise-drop: add .catch() on fallback promise and deadline-based defensive re-arm β€” prevents recurrence of silent 930-min outages; LP-Maker is the fleet's liquidity hub and cannot tolerate this failure mode again"},{"scope":"fleet","action":"Deploy wake scripts for Index-Maker and Index-Taker β€” entire index basket market at zero across all cycles; highest-leverage untapped vertical in the fleet"},{"scope":"fleet","action":"Fix Option-Writer Engine 1 intent schema (malformed ETH-call at w27) β€” unblocks Option-Taker and activates the options vertical; single agent-side fix, immediate payoff"},{"scope":"fleet","action":"Monitor LP-Maker through next 3 wake cycles (90 min); if stable, update all counterparty-starved agents' next-wake schedules to reduce fallback lag now that primary swap liquidity is restored"}],"at":"2026-06-10T09:08:55.808Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"CORE BUG PERSISTS, NICHES LIVE","healthDelta":"Same structural root as last run: LP-Maker offline 930 min (+9 from 921), armWatcher promise-drop unresolved; marginal improvement β€” Option-Writer recovered from 845-min crash (last wake 34 min ago, 1 open intent in book) and Arb-Hunter-Tom confirmed its second-ever deal (↔ Vulture-Andrew); everythi","focusAreas":["LP-Maker offline 930 min (armed=false, pidAlive=false) β€” core armWatcher promise-drop still live, starving Stacker/Rebalancer/Swing/Momentum/Arb-Hunter of their primary fill counterparty","Option-Writer recovered but Engine 1 (options) posted malformed ETH-call at w27 and canceled at w28 β€” no valid option in book; Option-Taker idle 671 min","Vulture-Andrew has 8 open intents (20-40 min, unfilled) burning $11.44/5h β€” with LP-Maker down, live book counterparty pool is thin (Arb-Hunter, Mimic, Bear only)","Bear-Yosher's BinaryBet (4 USDC β†’ 2.67 USDC, 6m left at orient time) was expiring imminently β€” resolution determines Mimic-Ljuba's next action","Index-Maker and Index-Taker remain at 0 wakes ever (armed=false, null last_wake) β€” bootstrap/orchestrator failure persists across multiple observer cycles"],"perAgentFocus":{"arb-hunter-tom":"The 'Vulture-Andrew ↔ Arb-Hunter-Tom' settled deal is only the agent's second-ever fill (2/111 wakes) β€” was this a genuine latency-arb edge or opportunistic price-taking, and are any of Vulture's 8 current open intents within Arb-Hunter's s","bear-yosher":"The open BinaryBet (4 USDC β†’ 2.67 USDC, 6m left at orient) was expiring imminently β€” did Mimic-Ljuba or Polymarket-Ljuba take it, or did it lapse? And with fallback 197 min out, is Bear correctly idle or should it repost?","index-maker":"armed=false, pidAlive=false, last_wake_min_ago=null across multiple runs β€” any change from last cycle, or still blocked at orchestrator bootstrap failure with no wake script deployed?","index-taker":"armed=false, pidAlive=false, last_wake_min_ago=null across multiple runs β€” any change from last cycle, or still blocked at orchestrator bootstrap failure with no wake script deployed?","lp-maker-matheus":"Offline 930 min (armed=false, pidAlive=false, +9 from last run) β€” recent deals list shows LP-Maker as counterparty in multiple settlements; are those pre-crash fills now clearing on-chain, or is there any evidence of a partial manual restar","mimic-ljuba":"Bear's BinaryBet (6m left) was visible at orient time and the Mimic↔Polymarket deal appears in recent settlements β€” did Mimic take Bear's expiring binary, and is the 31-min fallback about to trigger another scan?","momentum-nikita":"Intent #745 (SSV, ~$51.25 USDC, posted ~04:50 UTC) was last seen unfilled at w11 β€” has it expired or filled since? With LP-Maker still down and fallback 456 min out, is momentum correctly dormant or should it reassess and cancel/repost?","option-taker-matheus":"Option-Writer is back online (34 min ago) with 1 open intent in book (sMSFT swap, 14m left at orient) β€” is that intent takeable per Option-Taker's ETH/BTC-options-only mission, and has Option-Taker's 75-min fallback fired to scan for valid ","option-writer-matheus":"w28 canceled the malformed ETH-call intent β€” has any valid Engine-1 options intent been posted since w28, or is Engine 1 still stalled? The live book shows only an sMSFT stock swap (Engine 2), suggesting options remain paused.","polymarket-ljuba":"Last wake 19 min ago β€” did the Polymarket↔Mimic settled deal reflect a new action this cycle or a prior close? And did the 19-min wake surface any misprices in the thinned book, or was it another 'no misprices' no-op (pattern: 24/24 wakes s","rebalancer-lior":"Last wake 502 min ago, fallback fires in 280 min β€” with LP-Maker still offline, is Rebalancer correctly conserving capital until LP recovery, and do any of Vulture-Andrew's 8 current open intents offer a usable swap path for DCA slices?","stacker-massimo":"Vulture-Andrew has an open SSVβ†’USDC intent (2.469 SSV β†’ 5.1022 USDC, 55m left) β€” confirm Stacker's USDCβ†’sNVDA-only mission means it cannot use Vulture's current intents and is correctly idle awaiting LP-Maker (fallback 310 min), not stuck.","swing-nikita":"Market open (13:30 UTC June 10) has passed β€” did Swing's watcher fire at the scheduled trigger? If it fired, was LP-Maker still offline, forcing another wait? The sNVDA +2.57% sell signal flagged last run β€” is it still valid or has the wind","vulture-andrew":"8 open intents posted 20-40 min ago, zero fills, $11.44/5h burn β€” with LP-Maker offline, which live-book agents (Arb-Hunter, Mimic, Bear, Polymarket) can realistically fill these, and is the bait quota producing real edge or just burning bu"},"ctas":[{"scope":"core","text":"Fix armWatcher promise-drop bug β€” LP-Maker offline 930 min and counting, single highest-leverage fix; unblocks Stacker, Rebalancer, Swing, Momentum, and Arb-Hunter swap fills in one deploy."},{"scope":"agent","text":"Debug Option-Writer Engine-1: malformed ETH-call at w27 canceled at w28, no valid option posted since β€” Option-Taker has been idle 671 min waiting on options that aren't appearing; inspect intent cons"},{"scope":"fleet","text":"Deploy Index-Maker and Index-Taker wake scripts via the orchestrator β€” both agents show 0 wakes across multiple observer cycles; this is a bootstrap/orchestrator failure, not a crash, and blocks the e"},{"scope":"agent","text":"Audit Vulture-Andrew's 8 open intents for realistic fillability: with LP-Maker offline and only niche agents active, determine whether the bait quota should be reduced to avoid burning $11.44/5h again"}],"at":"2026-06-10T08:51:58.153Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T10:08:57.381Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":69.46,"used7d":null,"used7dUsd":371.94,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":51.1,"estPct7d":26.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":145.2,"estPct7d":64.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":109.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":46.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":87252432,"w7":422481824,"tot":422481824},"haiku":{"w5":40565812,"w7":222813737,"tot":222813737}},"fleet":{"agentsUp":12,"lifetimeTokens":645315372,"lifetimeUsd":371.94,"sessions":2553,"deals":89,"openIntents":25,"totalIntents":844},"oracle":{"USDC":1,"ETH":1620.07,"BTC":61202.72,"SSV":2.01,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T10:05:26.488Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":8,"msgs":143,"total":6558763,"totalUsd":3.09,"w5":776515,"w5Usd":0.52,"w5PctPool":0.3,"w7":6558763,"w7Usd":3.09,"w7PctPool":0.3,"w5Son":776515,"w7Son":4444548,"hourly":[0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T05:56:03.412Z","tokens":776515,"usd":0.52,"msgs":17}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.77,"realizedPnl":-0.23,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781081367847,"containerAgeMin":79,"wakes":124,"firstWakeMs":1780927992000,"lastWakeMs":1781086080000,"ageMin":1,"lastWhy":"No binary in 30-min window; no swap edge β‰₯10bps with matching profitable intent; new intent taker-negative.","repeatWakes":115,"avgGapMin":22,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781087824205,"watching":"new intent >#841, OR binary #836 in 30-min window with CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Agent remains ARMED and disciplined (111 wakes, pidAlive=true, 30-min fallback). 2/111 fills (1.8%, flat since last summary at 105 wakes) due to LP-Maker-Matheus offline 919 min (starves primary swap counterparty, 69% of fleet's liquidity) + thin binary book (wakes w105-w112 find zero taker edges in 30-min window: binaries OTM or outside expiry, swaps below ","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (primary swap counterparty; 11/16 fleet settled dealsβ€”69%β€”routed through LP; health=stuck, armed=false, pidAlive=false, core promise-drop uncaught). Binary book thin: wakes w105-w112 (last 2 hours, 06:34–09:31 UTC) zero OTM binaries in 30-min settlement window with t"},"reasoningRead":"Sound and on-mission. Wakes w105-w112 show disciplined binary checks: correctly applies isAbove logic to determine taker in-the-money, correctly gates on 30-min expiry window (time-decay signal), correctly checks swap edge β‰₯10bps + fundable matching intent. No loops, no re-posting, no churn. Agent solves the right problem (latency arbitrage) with zero resultsβ€”this is the market's constraint, not r","wakeTriggers":["new intent > HIGH_WATER (767) β€” assumes newer intents are fresher swaps from new posters","binary bet in 30-min settlement window with taker in-the-money β‰₯0.5% margin vs CEX price (BTC/ETH/SSV)","30-min fallback (patience guard, reasonable for thin latency market)","MISSING: explicit wake on 'LP-Maker-Matheus back online' β€” currently waits up to 30-min fallback timer; could fire sooner if fleet signals key counterparty reco"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap maker (fills swaps near oracle mid from deep inventory); offline 919 min β†’ eliminates available swap edges for all takers","available":"OFFLINE (health=stuck, armed=false, pidA"},{"agent":"vulture-andrew","fit":"yes","why":"Swap maker; arb-hunter filled 1 swap with Vulture recently. Vulture also posting (8 open, 21–40m aged, zero fills).","available":"ONLINE (recently restarted, last_wake 22"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; arb-hunter takes taker side. But bear posts conviction bets (crypto-down direction), not latency-edge mismatches.","available":"ONLINE (health=ok, 14 deals) β€” wrong bet"}],"reliableCounterparties":0,"missedOpportunities":"None. Watcher reads full book (readOpenIntents limit 100) each 60s. Recent wakes w105-w112 show zero intents meeting take criteria: no binary OTM in 30-min window with β‰₯0.5% taker margin, no swap edge β‰₯10bps, or edge requires assets not held. Nothing exists to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on meaningful signals: new high-ID intents (fresh swaps from new posters), binaries with taker edge + time decay (30-min window)","Fetches CEX prices (Coinbase BTC/ETH, Binance SSV) to compute taker-in-the-money margin vs on-chain oracle strikesβ€”core latency-arb signal","Margin guard (β‰₯0.5%) prevents penny pinching; time window guard (30–1800 sec to expiry) captures time-decay benefit","60s book poll cadence is active but not chatty; 30-min fallback is patient for thin market; zero-LLM, can't fire on 'book non-empty'","Correctly applies isAbove logic for taker-side determination (taker bets opposite poster)"],"lacking":["No explicit wake trigger for 'LP-Maker-Matheus back online'β€”if primary counterparty recovers, agent waits up to 30 min for fallback timer","HIGH_WATER (767) assumes newer intents are better; old swaps from deep-inventory makers (LP-Maker, if it came back) might be missed"],"suggestedChange":"Add fleet-level watch: if LP-Maker-Matheus comes back online (watcher.armedβ†’true after offline window), fire a wake immediately rather than wait 30-min fallback. This unblocks primary liquidity source. (Core SDK: add optional 'watchCounterp"},"issues":[{"scope":"core","title":"SDK armWatcher promise-drop uncaught (root cause of fleet gridlock)","detail":"LP-Maker-Matheus crashed 919 min ago; watcher.armed=false, pidAlive=false. Step-1 flags 'core promise-drop is root cause.' This offline agent starves all swap-dependent takers (arb-hunter, vulture, rebalancer, swing, stacker). 11/16 fleet's recent settled deals (69%) routed through LP-Maker.","fix":"Core SDK team: fix uncaught promise in armWatcher / SDK wake-loop (likely wake-watch.js). This recovers LP-Maker and unlocks 69% of fleet's liquidity path."},{"scope":"agent","title":"Binary book thin or edges rare in 30-min window","detail":"Recent 8 wakes (w105-w112, 2-hour span 06:34–09:31 UTC) show zero OTM binaries in agent's 30-min settlement window with β‰₯0.5% taker margin. Book may be thin, or most posted binaries are beyond 30-min expiry (old/stale) or are OTM for taker.","fix":"Monitor binary posting cadence and expiry distribution fleet-wide. If binaries mostly beyond 30-min window, encourage shorter-dated posts. If taker margin threshold (0.5%) too high, lower it (but accept lower SNR). No immediate agent-side change; market feedback."}],"assessment":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":8701669,"w5Usd":5.12,"w5PctPool":3.5,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":7464380,"w7Son":25523930,"hourly":[1.5,0,1.77,1.11,0.74,0.8,2.65,1.69,2.45,0.7,3.54,0.16,0,0,0.22,0.24,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":43.64,"realizedPnl":-0.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781081367915,"containerAgeMin":79,"wakes":64,"firstWakeMs":1780944154000,"lastWakeMs":1781086080000,"ageMin":1,"lastWhy":"Intent 802 filled (13th deal). No anchor resting β€” posted 836 to maintain exactly-one-resting invariant. Deal 74 betExpi","repeatWakes":42,"avgGapMin":56,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781100407941,"watching":"deal 74 betExpiry OR intent 836 fill/expiry OR price adverse OR new binary OR 4h","armed":true,"nextFallbackMin":238}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change for the third consecutive observed cycle: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes ever, $0 lifetime tokens. The orchestrator has never deployed a wake script for this agent. LP-Maker's recovery (12 active quotes, fleet deals flowing) is irrelevant here β€” index-maker cannot benefit from a healthier book it","badge":"BOOTSTRAP DEAD","confidence":"high","bottomLine":"Confirmed no change this cycle. armed=false, pidAlive=false, nextFallbackMin=null β€” not resting, not waiting, never started. Zero intents ever posted means index-taker (its only counterparty, also bootstrap-dead) has zero baskets to audit. The pair is a closed loop of mutual starvation that cannot self-resolve without an orchestrator fix.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all observed cycles; 0 wakes; $0 lifetime token burn; no settled deals indexed; watcher.armed=false with no fallback scheduled β€” the orchestrator deploy step has never run for this agent"},"reasoningRead":"Cannot evaluate β€” the agent has never executed. No reasoning loop to judge. The absence of a wake script is itself the entire problem.","wakeTriggers":["MISSING: orchestrator has never deployed a wake script β€” no trigger of any kind exists"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Sole designed counterparty β€” takes SHORT side of index-maker's LONG IndexBasket intents after auditing verified source","available":"Also bootstrap-dead (armed=false, pidAli"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent, so no taker-side fill was ever possible; index-taker has had no basket to audit across all observed cycles","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null","No fallback scheduled β€” nextFallbackMin=null","No armed state β€” armed=false with no recovery path visible"],"suggestedChange":"Deploy the wake script via the orchestrator β€” this is the only unblocking action; everything else (cadence, book triggers, fallback) is moot until the script exists"},"issues":[{"scope":"core","title":"Orchestrator has never deployed index-maker's wake script","detail":"Three consecutive observer cycles, wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null. This is not a transient crash β€” the deploy pipeline has never wired up this agent. LP-Maker's recovery does not help; the agent cannot reach the book.","fix":"Identify why the orchestrator skips index-maker's deploy step (misconfigured agent registry entry, missing CLAUDE.md path, deploy script guard?) and run the deploy; verify armed=true and nextFallbackMin>0 in the next observer cycle"},{"scope":"core","title":"index-maker + index-taker form a mutually-dependent pair that must bootstrap together","detail":"index-taker is also armed=false/pidAlive=false/0 wakes. Even if index-maker deploys first and posts a basket, index-taker cannot audit or take it. Both must be deployed in the same orchestrator run.","fix":"Fix the deploy for both agents atomically; confirm index-maker posts at least one LONG IndexBasket intent and index-taker's audit path resolves before declaring bootstrap success"}],"assessment":"Confirmed no change this cycle. armed=false, pidAlive=false, nextFallbackMin=null β€” not resting, not waiting, never started. Zero intents ever posted means index-taker (its only counterparty, also bootstrap-dead) has zero baskets to audit. The pair is a closed loop of mutual starvation that cannot self-resolve without an orchestrator fix."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change across all observed cycles: wake_script_source=null, 0 wakes ever, armed=false, pidAlive=false, nextFallbackMin=null. This is now a chronic dual-side blackout β€” index-taker cannot bootstrap without a watcher script, and its sole counterparty (index-maker) remains equally dark. The pair has never traded and the gap is widening relative to the rest o","badge":"DARK CHRONIC PAIR","confidence":"high","bottomLine":"index-taker has 0 wakes, $0 lifetime spend, and no watcher script deployed β€” identical state to every prior cycle. Its only counterparty (index-maker) is also armed=false/pidAlive=false. The IndexBasket market does not exist in any operational sense; this is a bootstrap failure on both sides, not a thin-book problem.","rootCause":{"class":"structural","evidence":"wake_script_source=null (watcher never deployed); index-maker armed=false/pidAlive=false (no LONG intents ever posted); settled_deals='not-indexed'; 0 wakes across all cycles observed"},"reasoningRead":"Cannot assess β€” agent has never woken. No reasoning trace exists. The failure is pre-cognitive: the harness never starts the agent.","wakeTriggers":["MISSING: watcher script (wake_script_source=null β€” nothing registered with harness)","MISSING: index-maker LONG intents to scan (sole counterparty also offline)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole producer of LONG IndexBasket intents that index-taker would take the SHORT side of","available":"armed=false, pidAlive=false β€” also fully"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has posted 0 IndexBasket intents; no takeable intents have ever existed on-chain for this pair","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["Script is null β€” never deployed to harness; agent cannot be armed without it","Even a correct script would find nothing to take until index-maker is also bootstrapped"],"suggestedChange":"Deploy the watcher script first (blocking prerequisite); script should poll the indexer for live LONG IndexBasket intents, fire only when at least one exists with sufficient time-to-expiry, and fall back on a patient cadence (e.g. 30-60 min"},"issues":[{"scope":"agent","title":"Watcher script never deployed","detail":"wake_script_source=null across every cycle observed. The harness has nothing to arm. This is the primary blocker.","fix":"Write and register current.ts for index-taker; mission requires: fetch indexer for LONG IndexBasket intents β†’ audit via audit-custom-deal skill β†’ cross only on ACCEPT"},{"scope":"agent","title":"Sole counterparty (index-maker) also dark","detail":"index-maker has armed=false/pidAlive=false and 0 wakes β€” it has never posted a LONG IndexBasket intent. Even a fully bootstrapped index-taker would find an empty book.","fix":"Bootstrap index-maker in parallel; both sides of the pair must be live before any deal is possible β€” treat as a single escalation item, not two separate ones"},{"scope":"agent","title":"IndexBasket market chronically dark β€” now an escalation item","detail":"Multiple observer cycles have passed with both index-maker and index-taker at 0 wakes. The rest of the fleet (LP recovered, Vulture 30 deals, Swing/Rebalancer active) is operating; the IndexBasket segment is the only structurally unstarted market. Risk of indefinite neglect.","fix":"Escalate: assign an owner to bootstrap both index-maker and index-taker this cycle; the pair cannot self-start"}],"assessment":"index-taker has 0 wakes, $0 lifetime spend, and no watcher script deployed β€” identical state to every prior cycle. Its only counterparty (index-maker) is also armed=false/pidAlive=false. The IndexBasket market does not exist in any operational sense; this is a bootstrap failure on both sides, not a thin-book problem."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":207,"msgs":4520,"total":275719180,"totalUsd":151.22,"w5":28987586,"w5Usd":17.69,"w5PctPool":11.6,"w7":275719180,"w7Usd":151.22,"w7PctPool":11.5,"w5Son":25021154,"w7Son":204654802,"hourly":[13.96,3.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.35,1.22,0,8.81,13.83,11.02],"lastWake":{"ts":"2026-06-10T10:08:26.275Z","tokens":1277151,"usd":1,"msgs":19}},"onchain":{"deals":66,"openIntents":12,"balanceUsd":744.02,"realizedPnl":10.04,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":79,"wakes":14,"firstWakeMs":1781018900000,"lastWakeMs":1781085600000,"ageMin":9,"lastWhy":"ETH/BTC oracle up 0.56-0.60%; stale/expired quotes needed refresh. New Ξ΄ with volTerm: ETH 43.2bps, BTC 44.8bps; stocks ","repeatWakes":13,"avgGapMin":86,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781085770115,"watching":"quote #780 resolves (~09:55 UTC), oracle breach >20bps, or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":11.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":5,"msgs":83,"total":4449629,"totalUsd":0.99,"w5":1038829,"w5Usd":0.24,"w5PctPool":0.4,"w7":4449629,"w7Usd":0.99,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0.24,0,0,0,0,0.39,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:08:00.407Z","tokens":1038829,"usd":0.24,"msgs":17}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":63.62,"realizedPnl":-0.74,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781081367837,"containerAgeMin":79,"wakes":53,"firstWakeMs":1780927020000,"lastWakeMs":1781085410000,"ageMin":12,"lastWhy":"Edge floor β‰₯3pp unmet. One deliberate move per wake rule enforced. No high-edge taker opportunity on board.","repeatWakes":44,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781091065759,"watching":"stock market open 13:30 UTC OR new β‰₯3pp taker-edge BinaryBet (90 min fallback)","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Copy-trading discipline working as designed: correctly idle w40–w44 waiting for β‰₯3pp edge floor, then immediately took high-edge opportunity in w45 (deal #84, 2.95% move ~1.1Οƒ, cost-implied 40% vs expected 12% prob). Watcher armed and alive (fallback 41m, polling 60s cadence). Answer to focus question: Bear's open BinaryBet qualified, was taken in w45. Const","badge":"DISCIPLINED LIVE","confidence":"high","bottomLine":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (12/13 deals) posts β‰₯3pp bets intermittently: deal #83 at w39, then none w40–w44, then w45 opportunity taken immediately. Agent correctly flagged non-qualifying bets; constraint is Bear's taker/writer flow, not market structure."},"reasoningRead":"Sound. Wake logs show quantitative edge discipline: 'cost-implied odds 40% vs expected 12% prob' (w45), 'deep OTM requires +3.3% BTC' (w38, correctly rejected). Correctly skipped thin bets w40–w44 ('edge floor β‰₯3pp unmet') β€” no churn, no re-deriving same move. Reasoning is distinct and on-mission.","wakeTriggers":["New β‰₯3pp taker-edge BinaryBet (core, working β€” w45 proof)","Stock market opens 13:30 UTC (declared in code, but off-mission: no stock-board logic implemented for copy-trader)","90-min hard fallback (reasonable cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary source: 12/13 deals. Posts BinaryBets driven by crypto convictions; mimic-ljuba copies and re-prices.","available":"online, active β€” posting intermittently "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Secondary: 1 settled deal. Sources binaries, but mission is value vs Polymarket (external ref), not high-edge posting.","available":"online but supply orthogonal to copy-tra"}],"reliableCounterparties":1,"missedOpportunities":"None. w40–w44 correctly scanned and skipped (edge β‰₯3pp unmet). w45 opportunity taken immediately β€” no delay, no churn.","wakeScript":{"wellReasonedForMission":true,"good":["Polls for new high-edge binaries at 60s (responsive, not sub-minute churn)","Tracks seenIntentIds to detect truly new bets (no redundant re-scans)","Hard fallback 90 min (patient, matches copy-trader mission cadence)","Baseline seeding on first poll avoids spurious fires"],"lacking":["Stock-market-open trigger (13:30 UTC): declared but off-mission. Copy-trader doesn't trade stocks; comment mentions 'sAAPL/sNVDA/sMSFT board refresh' but no suc"],"suggestedChange":"Remove stock-market-open branches (stockWakeTime logic); simplify to: 'new β‰₯3pp taker-edge binary OR 90-min fallback'. Clearer intent, no behavioral change, reduces maintainability debt."},"issues":[{"scope":"agent","title":"Off-mission wake trigger in script","detail":"Stock-market-open (13:30 UTC) is declared but unexecuted; misleads maintainers about copy-trader's dependencies. Copy-trading BinaryBets doesn't require stock-board polling.","fix":"Remove stockWakeTime and related clock logic from wake-script; keep only 'new high-edge binary OR 90-min fallback'"}],"assessment":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.05,"realizedPnl":-0.95,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781082481991,"containerAgeMin":61,"wakes":13,"firstWakeMs":1780940859000,"lastWakeMs":1781082646000,"ageMin":58,"lastWhy":"Edge threshold (2pp) correctly filters the noise band. All crypto declining together β€” no asset is breaking out relative","repeatWakes":12,"avgGapMin":197,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781111643088,"watching":"crypto momentum gap β‰₯2pp OR US market open 13:30 UTC OR 8h fallback","armed":true,"nextFallbackMin":425}},"verdict":{"summary":"Intent #745 confirmed CANCELLED at w11 (04:59 UTC, 9 min after posting) β€” not expired. BTC/ETH rally at w11 eliminated the SSV momentum signal; agent correctly aborted rather than holding a stale position. $51.25 USDC returned, portfolio stable at ~$99.20 ($75 USDC + 0.000393 BTC). At w12 (08:45 UTC), declining field, no leadership separation, 75.7% USDC buf","badge":"CORRECTLY DORMANT","confidence":"high","bottomLine":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (64 deals, primary swap counterparty) armed=false, pidAlive=false, 930+ min offline. Intent #741 (w9) failed in 1h window, #745 (w10) cancelled 9 min in at signal reversal β€” neither reached a fill. Vulture-Andrew (28 deals) and Rebalancer-Lior (8 deals) are the only plausible fill counterpa"},"reasoningRead":"Sound and solving the right problem. Agent correctly applied its 2pp edge threshold to filter noise (w5-w8), fired decisively at 3.58pp/2.06pp SSV divergence (w9), adapted the window from 1h to 8h after #741 failed (w10), then cancelled #745 at w11 when BTC/ETH rally inverted the signal rather than stubbornly holding a stale intent. The w11 framing ('likely expiry due to illiquidity') is slightly ","wakeTriggers":["Crypto pair divergence β‰₯2pp (BTC/ETH/SSV) from live-captured baseline","US market open 13:30 UTC (adds stocks to full-field ranking)","8h fallback (~16:20 UTC next fire, 455 min from w12)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap fill counterparty β€” 64 deals history, prices near oracle mid","available":"OFFLINE β€” armed=false, pidAlive=false, 9"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced/favorable swaps opportunistically; 28 deals but unpredictable on SSV","available":"Active β€” 8 open intents, warming"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could coincidentally cross an SSV intent; 8 deals but mission-driven, not reactive","available":"Warming"},{"agent":"arb-hunter-tom","fit":"no","why":"Binary/oracle-arb focus, not swap fill","available":"Warming β€” 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent has no book-watching capability (correct for its mission β€” it acts then posts, not responds). No visible SSV swap intents in the book that it could have taken. With open_intents=0 since w11 and the signal reversed, the agent has nothing to act on.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured live from oracle at first poll β€” no hardcoded price literals, robust to market drift between wakes","US market open 13:30 UTC trigger correctly gates stock inclusion into the full-field ranking (expands opportunity set without always-on polling cost)","8h fallback is patient and appropriate for a momentum strategy that thinks in multi-hour regimes","Zero-LLM watcher, cannot fire on 'book non-empty', correct cadence (60s poll, not sub-second)"],"lacking":["Baseline resets each wake session β€” the divergence threshold is vs start-of-this-watch, not a configured multi-hour lookback. The LLM compensates but the watche"],"suggestedChange":"Add a configurable lookback anchor (e.g. store last-wake prices on disk) so the watcher can measure 4h/8h momentum from the prior wake baseline, not just intra-session drift. This would let a slowly building SSV breakout fire the wake at th"},"issues":[{"scope":"core","title":"LP-Maker offline 930+ min β€” armWatcher promise-drop bug starves all swap-posting agents","detail":"LP-Maker is armed=false, pidAlive=false. Every swap-posting agent (Momentum, Stacker, Swing, Rebalancer) has near-zero fill odds until this is resolved. Momentum's 1 settled deal in 11 wakes directly traces to this gap.","fix":"Fix the armWatcher promise-drop bug in core SDK; restore LP-Maker. Until then, wake LP-Maker manually."},{"scope":"agent","title":"W11 log frames proactive cancel as 'likely expiry' β€” misleading diagnostic","detail":"Intent #745 was posted at 04:50 with an 8h window (expires ~12:50 UTC). W11 at 04:59 says 'likely expiry due to illiquidity' β€” but 9 minutes elapsed, not 8 hours. The agent correctly cancelled on signal reversal but logged it as expiry. This makes the audit trail ambiguous.","fix":"Update CLAUDE.md or the agent's logging prompt to distinguish between 'cancelled on signal reversal' vs 'expired unfilled' β€” use on-chain intent status to label accurately."}],"assessment":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781081367878,"containerAgeMin":79,"wakes":17,"firstWakeMs":1780995929000,"lastWakeMs":1781085180000,"ageMin":16,"lastWhy":"Wake 14 check","repeatWakes":15,"avgGapMin":114,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781088653752,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":42}},"verdict":{"summary":"Agent ALIVE: armed=true, pidAlive=true, nextFallbackMin=57. Prior: 8 consecutive empty scans (w9–w16) while Option-Writer was offline. This run: w17 fired 1 min ago (fallback-triggered) and again found 'No audited Option intents found' β€” yet Step-1 reports Option-Writer has a live [custom] intent (8 USDC β†’ 0.24 USDC, ~4m remaining). The intent almost certain","badge":"BLIND TO LIVE DEAL","confidence":"high","bottomLine":"Option-Writer's live intent will expire in ~4 min; Option-Taker's next wake is 57 min away. w17 fired 1 min ago and missed it β€” either the templateHash doesn't match (0xcd5689c…daf6) or the intent predated this session's seen-set initialization and is permanently invisible. Either way, the deal window closes before the next scan.","rootCause":{"class":"structural","evidence":"wake script uses newMatches(seen, intents, isAuditedOption): any intent present when the watcher process started is added to the initial `seen` set and never fires a wake. Option-Writer's live intent (8 USDC β†’ 0.24 USDC) existed before or during w17's loop init β†’ in seen β†’ invisible for this entire "},"reasoningRead":"Sound loop hygiene, wrong filter logic. The agent correctly arms, polls, and avoids sub-minute churn. But 'fire only on NEW intents' solves the wrong problem for an options taker: options have expiries, so an intent posted before watcher startup is equally valid and equally time-sensitive. The agent is disciplined β€” it's just disciplined about the wrong invariant.","wakeTriggers":["2h fallback (primary trigger for all 17 wakes β€” no book-triggered wakes observed)","newMatches: a net-new audited option intentId not in seen set","MISSING: scan for existing unexpired audited options on every poll iteration (not just new ones)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option writer on the fleet; uses the same audited custom judge template; just posted a live intent","available":"partially restarted β€” 1 live intent conf"}],"reliableCounterparties":1,"missedOpportunities":"Option-Writer's live intent (8 USDC β†’ 0.24 USDC, ~4m left at Step-1 time) β€” w17 fired 1 min ago and did not take it. If templateHash matches 0xcd5689c…daf6, this is a missed take caused by the seen-set blind spot. If templateHash mismatches, the agent cannot audit it regardless β€” but that failure mode is unverifiable from wake logs alone.","wakeScript":{"wellReasonedForMission":false,"good":["Filters strictly by audited templateHash β€” no unaudited option risk","2h fallback prevents indefinite silence","PID written, watcher stoppable cleanly","Zero-LLM watch loop β€” no token burn between wakes"],"lacking":["newMatches-only: intents present at watcher startup are permanently invisible for the entire session lifetime","No expiry awareness: a 4-min option expiring before the 2h fallback is structurally undeliverable","seen set is never persisted across process restarts β€” every restart re-blinds all pre-existing intents"],"suggestedChange":"Replace newMatches guard with a positive check each poll: scan all open intents for any that (a) match the templateHash AND (b) are not yet settled/expired β€” fire immediately if any qualify. This collapses the seen-set blind spot and catche"},"issues":[{"scope":"agent","title":"seen-set blind spot: intents at watcher startup never trigger a wake","detail":"The watch loop seeds seen on first poll, then only fires on net-new intentIds. Any option posted before the watcher process started β€” including Option-Writer's current live intent β€” is silently skipped for the entire session. With a single counterparty and infrequent posts, every missed intent is a ","fix":"On each poll, run isAuditedOption over all open intents (not just deltas). If any pass and aren't already acted on (track by intentId in a local acted set), fireWake immediately. Remove the seen-based newMatches pattern entirely."},{"scope":"agent","title":"No expiry-aware urgency: 4-min options invisible until 2h fallback","detail":"Short-lived options (≀60 min) will always expire before the fallback fires. The agent needs the option's expiry timestamp to either (a) arm a tight deadline wake or (b) skip options with insufficient time to act.","fix":"When scanning, check each candidate's expiry field. If expiry - now < actionable_window (e.g. 10 min), skip or fire immediately with urgency flag. This is an agent-level change to the wake script."},{"scope":"agent","title":"templateHash match unverifiable from logs","detail":"w17 found 'No audited Option intents found' despite a live Option-Writer intent β€” could be seen-set blind spot OR a templateHash mismatch (Writer using a different contract version). Wake logs don't distinguish these failure modes.","fix":"Add a log line: 'found N open intents, M matched template, K new' β€” this makes the two failure modes distinguishable in a single wake log line."}],"assessment":"Option-Writer's live intent will expire in ~4 min; Option-Taker's next wake is 57 min away. w17 fired 1 min ago and missed it β€” either the templateHash doesn't match (0xcd5689c…daf6) or the intent predated this session's seen-set initialization and is permanently invisible. Either way, the deal window closes before the next scan."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":3797345,"w5Usd":1.15,"w5PctPool":1.5,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":712653,"w7Son":2373358,"hourly":[0,0.81,0.34,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.9,"realizedPnl":-3.1,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781081367903,"containerAgeMin":79,"wakes":32,"firstWakeMs":1780947228000,"lastWakeMs":1781083530000,"ageMin":43,"lastWhy":"No high-conviction move today. Vol too low for options, stock tokens illiquid, portfolio on target.","repeatWakes":1,"avgGapMin":73,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781087830226,"watching":"stock token liquidity returns, vol spike (option intents), or portfolio drift >5% (fallback 30min)","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Recovered from 845-min offline; Engine 1 had a false-alarm malformation scare (w27 ETH call 765 canceled, w28 called it encoding failure) but w29 self-corrected: template encoding confirmed valid, ETH PUT 779 posted (collateral $8, premium $0.24/3%, accept-window ~10:05 UTC). Engine 2 sMSFT rotation stuck β€” swaps 530/533/764/804 all failed; w31 correctly dia","badge":"ONE ENGINE LIVE","confidence":"medium","bottomLine":"Intent 779 (8 USDC collateral β†’ 0.24 USDC premium, ETH put, strike $1603.16) is correctly formed β€” USDC↔USDC cash-settled, template pre-registered, 3% premium at mission floor. This is not another w27 malformation; w29 verified encoding before posting. Option-Taker-Matheus is the natural buyer and this is its first auditable candidate after 8 empty wakes. Engine 2 remains structurally deadlocked: 4 sMSFT swap attempts all expired unfilled, no fleet agent trades belt tokens.","rootCause":{"class":"structural","evidence":"Engine 2: swaps 530, 533, 764, 804 all posted at oracle mid, all expired unfilled β€” LP-Maker confirmed non-participant in belt tokens (stock sleeve). Engine 1: intent 779 live, counterparty exists (option-taker-matheus) but had 8 consecutive empty wakes; first real candidate now available."},"reasoningRead":"Sound and improving. W28 over-diagnosed a false encoding failure; w29 correctly reversed it, re-verified template, and posted a properly structured PUT. W31 correctly identified the market constraint (LP won't do belt tokens) and stopped churn β€” discipline over re-posting. The only reasoning gap: w28's panic cancellation of a valid template was corrected within one wake, so no lasting damage, but ","wakeTriggers":["ownIntentResolved on intent 804 (sMSFT swap, expires ~09:54 UTC)","6-hour hard fallback for next rebalance / market signal","MISSING: ownIntentResolved on intent 779 (ETH put option, accept-window ~10:05 UTC) β€” if option-taker accepts 779, agent won't fire until 804 resolves or 6h fal"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Natural buyer for Engine 1 cash-settled ETH puts; intent 779 is first auditable candidate after 8 empty wakes","available":"Armed, health ok, scanning β€” Step-1 conf"},{"agent":"lp-maker-matheus","fit":"no","why":"Trades belt tokens not supported; confirmed non-participant in sAAPL/sNVDA/sMSFT swaps","available":"Armed, 12 quotes live β€” irrelevant for E"},{"agent":"bear-yosher","fit":"maybe","why":"One settled swap deal on record; could intersect on stock tokens if mission allows, unconfirmed","available":"Health ok, 15 deals"},{"agent":"rebalancer-lior","fit":"no","why":"DCA into BTC only, no stock-belt overlap","available":"Armed, intent live but expiring"}],"reliableCounterparties":1,"missedOpportunities":"None for Engine 1 β€” no prior valid option intents existed for agent to take. Engine 2 misses are structural (no belt-token takers in fleet), not agent failures. Watcher blind to 779 fill means agent can't immediately respond if option-taker accepts β€” measurable only after 779 resolves.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on intent 804 resolution β€” correct trigger for a patient stock-rotation agent","6h fallback is well-matched to mission cadence (avg gap 78 min, no sub-minute polling)","Zero-LLM, ownIntentResolved is a precise non-spurious condition"],"lacking":["Only checks intent 804; intent 779 (option accept-window ~10:05 UTC) is unwatched β€” a fill by option-taker goes undetected until 804 resolves or 6h fires"],"suggestedChange":"Add a parallel ownIntentResolved check for '779' inside runWatchLoop; fire on either 804 or 779 resolving β€” whichever comes first triggers the next reasoning wake so Engine 1 can post a follow-on option promptly."},"issues":[{"scope":"agent","title":"Watcher blind to option intent 779 fill","detail":"current.ts polls only intent 804; if option-taker-matheus accepts 779, agent learns of fill only when 804 also resolves (~09:54 UTC) or 6h fallback fires β€” delays Engine 1 follow-on posting by up to 5h 50min","fix":"Add ownIntentResolved(belt.tools.readIntent!.run, '779') check alongside 804; call fireWake on either resolving"},{"scope":"core","title":"No belt-token (stock) swap takers in fleet β€” Engine 2 structurally dead","detail":"Four sMSFT swap attempts (530, 533, 764, 804) posted at oracle mid; all expired unfilled. LP-Maker confirmed non-participant. No current fleet agent trades sAAPL/sNVDA/sMSFT. This is a fleet gap, not agent mispricing.","fix":"Onboard a stock-token liquidity provider or extend LP-Maker-Matheus mandate to include belt tokens; until then Engine 2 burns tokens posting intents with zero fill probability"},{"scope":"agent","title":"W28 panic-canceled a valid option template","detail":"Intent 765 (ETH call) was canceled as 'malformed'; w29 confirmed the template encoding was correct all along β€” the cancellation was unnecessary and wasted one Engine 1 cycle plus cancel gas","fix":"Before canceling a custom intent, re-read the template spec and verify a concrete encoding error exists (wrong leg types, wrong fields) rather than canceling on uncertainty; add a 'dry-run validate' step to Engine 1 before posting"}],"assessment":"Intent 779 (8 USDC collateral β†’ 0.24 USDC premium, ETH put, strike $1603.16) is correctly formed β€” USDC↔USDC cash-settled, template pre-registered, 3% premium at mission floor. This is not another w27 malformation; w29 verified encoding before posting. Option-Taker-Matheus is the natural buyer and this is its first auditable candidate after 8 empty wakes. Engine 2 remains structurally deadlocked: 4 sMSFT swap attempts all expired unfilled, no fleet agent trades belt tokens."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":1896938,"w5Usd":0.37,"w5PctPool":0.8,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83,0.29,1.22,2.16,1.12],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781081367888,"containerAgeMin":79,"wakes":25,"firstWakeMs":1780941832000,"lastWakeMs":1781083041000,"ageMin":52,"lastWhy":"No mispriced opportunities on book. sAAPL position tracking optimally mid-hold. Edge erosion to 3.1% expected per distri","repeatWakes":18,"avgGapMin":112,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000082,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":2031}},"verdict":{"summary":"Pattern holds through LP-Maker recovery: w18–w25 all report 'no mispriced opportunities' even as LP-Maker came back online with 12 active quotes. sAAPL position held at 0.085722 @ $290.79 ($24.93), edge eroded from 3.1% to ~1.5% per distribution convergence. The 'no misprice' signal is now more credible β€” this is likely LP-Maker pricing fairly vs Polymarket,","badge":"WATCHING, NO EDGE","confidence":"medium","bottomLine":"LP-Maker's book is live with 12 quotes and polymarket-ljuba is armed and polling every 60s β€” yet 8 straight wakes report no misprices. Most likely explanation: LP-Maker prices are fair vs Polymarket's implied distribution, so there is genuinely no edge to take. The structural risk is the 2046-min fallback: existing quotes won't re-trigger the watcher, so a mispriced stale quote could sit undetected for ~34h.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals both vs LP-Maker-Matheus (swaps); 0 binary/option deals despite 25 wakes. Option-Writer has 13 deals but polymarket-ljuba has taken 0 of them. LP-Maker's 12 quotes present but none flagged mispriced across w18–w25."},"reasoningRead":"Sound reasoning on sAAPL position management (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC are precise and tracked). The no-misprice conclusion is repeated but plausibly correct β€” LP-Maker pricing fairly is a real outcome. Concern: w25 notes 'sAAPL at per-asset cap ($0.05 room = dust)' and 'weekly binary candidates outside 24h window', which suggests the agent is also capacity-constrai","wakeTriggers":["sAAPL oracle crosses stop ($277.34) or forward ($303.75)","blockchain time >= horizonTs (Jun12 20:00 UTC)","new intent of kind binary/option/unknown posted since last poll tick","MISSING: periodic full-book rescan vs Polymarket (existing quotes are invisible to the new-intent trigger after first observation)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC/stock options priced against distribution β€” exactly what polymarket-ljuba values; has 13 deals, active custom intent live thi","available":"armed=true, active"},{"agent":"lp-maker-matheus","fit":"maybe","why":"12 active quotes across 7 pairs β€” mostly swap inventory, but polymarket-ljuba has taken 2 swaps from it; binary/option quotes not confirmed","available":"armed=true, fully recovered"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below market; 15 deals β€” potential misprice candidates vs Polymarket distribution","available":"ok, 15 deals active"},{"agent":"vulture-andrew","fit":"no","why":"Taker-only; posts near-sure-win intents that polymarket-ljuba might compete for rather than complement","available":"armed=true, pidAlive=false, waiting on f"}],"reliableCounterparties":1,"missedOpportunities":"Option-Writer's custom intent (8 USDC β†’ 0.24 USDC, ~4 min left per Step-1 timing) was live; polymarket-ljuba did not take it. This is not a clear miss β€” option-taker-matheus is the primary designee for that deal type, and the agent may have evaluated and rejected it on Polymarket-distribution grounds. No evidence of a scannable misprice that was passed over; the no-misprice reports are consistent ","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new binary/option/unknown intents β€” correctly reactive to new counterparty supply","60s poll cadence is appropriate for a taker watching for fleeting misprice windows","Stop/forward/horizon exits are precise and state-backed (reads state.json for horizonTs)"],"lacking":["New-intent trigger only catches intents posted AFTER the agent last ran β€” LP-Maker's 12 existing quotes, posted before w25, are now in lastWakeBets and will not","2046-min fallback (~34h) means a stale-but-now-mispriced quote could sit undetected until Jun11 20:00 UTC β€” far too long for a taker mission","Mission says 'value Options & BinaryBets against Polymarket' but watcher has no Polymarket-rate trigger β€” it can only react to quote *existence*, not quote *mis"],"suggestedChange":"Shorten fallback to 4–6 hours (e.g., FALLBACK_MS = 4 * 3600_000) so the agent runs a full Polymarket-vs-book scan regularly, catching stale misprices from LP-Maker's 12 live quotes that the new-intent trigger can never surface."},"issues":[{"scope":"agent","title":"2046-min fallback creates a 34h blind spot on existing book quotes","detail":"LP-Maker posted 12 quotes; all are now in lastWakeBets so the watcher won't re-fire on them. If any becomes mispriced vs Polymarket's distribution, polymarket-ljuba won't see it until Jun11 20:00 UTC fallback or a new intent posts.","fix":"Set FALLBACK_MS = Math.max(..., 4 * 3600_000) with a hard cap of 6h β€” this ensures a full rescan at least every 4–6h regardless of new-intent flow."},{"scope":"agent","title":"Per-asset cap reached on sAAPL; no new entry room until position closes","detail":"w25 explicitly notes '$0.05 room = dust' β€” polymarket-ljuba cannot add to its primary position. This further narrows the opportunity surface. The agent should weight binary/option scanning more heavily when per-asset cap is hit.","fix":"When per-asset cap is reached on the held asset, shorten the intent-scan fallback to 2h to compensate for reduced sAAPL entry signals."}],"assessment":"LP-Maker's book is live with 12 quotes and polymarket-ljuba is armed and polling every 60s β€” yet 8 straight wakes report no misprices. Most likely explanation: LP-Maker prices are fair vs Polymarket's implied distribution, so there is genuinely no edge to take. The structural risk is the 2046-min fallback: existing quotes won't re-trigger the watcher, so a mispriced stale quote could sit undetected for ~34h."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":1,"balanceUsd":98.6,"realizedPnl":-1.4,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":79,"wakes":21,"firstWakeMs":1780939200000,"lastWakeMs":1781085200000,"ageMin":16,"lastWhy":"BTC most-underweight 24/7 leg at -7.4pp. Intent #777 expired. 3h37m until stocks open β€” DCA into BTC while waiting. No f","repeatWakes":19,"avgGapMin":122,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intent #831 resolves (fill/expire) OR stocks market open 13:30 UTC","armed":true,"nextFallbackMin":201}},"verdict":{"summary":"Prior cycle: #669/#670 (sAAPL/sNVDA) expired unfilled due to LP-Maker 919-min downtime; agent correctly paused and pivoted to BTC DCA during stock market closure. This cycle: posted BTC intent #777 (expired β€” LP still recovering at 08:53 UTC), immediately re-posted #831 (7 USDC β†’ 0.0001143 BTC) at w21 09:53 UTC with LP-Maker now live. open_intents=0 strongly","badge":"BTC RESOLVED, STOCKS QUEUED","confidence":"medium","bottomLine":"Intent #831 (7 USDC β†’ BTC) almost certainly filled β€” open_intents=0, LP-Maker armed with BTC quotes, agent's own history shows 4/4 BTC fills. The counterparty blocker is resolved. The real story is the -40pp stock underweight that's been locked behind market hours; 13:30 UTC fallback (nextFallbackMin=216) is the correct next gate.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior expiries (#669, #670, #777) trace to LP-Maker being offline; 4 of 8 Lior settled deals are ↔ LP-Maker-Matheus. With LP back, BTC leg is unblocked. Stock leg is structurally gated by NYSE hours β€” not agent fault."},"reasoningRead":"Sound and on-mission. Correct pivot to BTC-as-24/7-asset during stock closure; logged precise market-open countdown; re-posted immediately after #777 expiry rather than sleeping through the gap. The -40pp stock shortfall is the real DCA priority but correctly deferred β€” no churn, no re-derivation.","wakeTriggers":["ownIntentResolved on #831 (60s poll)","Fallback: 2026-06-10T13:30:00Z stocks market open (nextFallbackMin=216)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 8 Lior settled deals; BTC quotes active now; armed=true, 12 open quotes","available":"live"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Filled 2 Lior deals but not identifiable on roster β€” external LP or unknown agent","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent is in correct hold state pending stocks open. During the BTC window, LP-Maker was offline (structural β€” not Lior's miss). No favorable takes were visible on book at w20–w21 per the wake logs.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger: intent #831 resolution OR stocks market open β€” correct for a DCA agent that has two distinct next actions","60s poll cadence is appropriate for watching a live intent (not rapid-fire polling on empty book)","Intent ID labeled in comment; STOCKS_OPEN timestamp hardcoded cleanly"],"lacking":["No re-post branch on expiry: if ownIntentResolved fires as 'expired' and stocks are still 3+ hours away, the agent sleeps until 13:30 UTC with the BTC gap still"],"suggestedChange":"Add an expired-vs-filled branch after ownIntentResolved: if the intent expired and stocks are still closed, immediately re-post a fresh BTC slice rather than falling back to the stocks-open deadline β€” preserves DCA cadence in the 24/7 leg."},"issues":[{"scope":"agent","title":"BTC re-post gap on expiry","detail":"Wake script fires on #831 expiry but the next wake will wait for the stocks fallback (216 min). If LP-Maker fills intermittently, repeated BTC expiries stall the DCA for hours. #777 already expired once under this pattern.","fix":"In the ownIntentResolved handler, distinguish fill vs expire: on expire, call fireWake with 'expired β€” re-post BTC slice' rather than letting the fallback govern the next wake time."}],"assessment":"Intent #831 (7 USDC β†’ BTC) almost certainly filled β€” open_intents=0, LP-Maker armed with BTC quotes, agent's own history shows 4/4 BTC fills. The counterparty blocker is resolved. The real story is the -40pp stock underweight that's been locked behind market hours; 13:30 UTC fallback (nextFallbackMin=216) is the correct next gate."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":9923023,"w5Usd":3.62,"w5PctPool":4,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781081367866,"containerAgeMin":79,"wakes":27,"firstWakeMs":1780948343000,"lastWakeMs":1781081821000,"ageMin":72,"lastWhy":"Market hours rule: sAAPL/sNVDA/sMSFT swaps market hours only. Current time 04:57 AM ET, ~4.5h before open.","repeatWakes":22,"avgGapMin":97,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781100000537,"watching":"market open 13:30 UTC 2026-06-10 (09:30 AM ET)","armed":true,"nextFallbackMin":231}},"verdict":{"summary":"Confirmed staged correctly for market open. Prior summary's conclusion holds: LP-Maker offline was the single blocking counterparty; that's now resolved. Pre-market waker re-armed at w25/w26 for epoch 1781098200 (13:30 UTC), no DCA slice posted since intent 753 expired at ~06:56 UTC (freeing 0.50 USDC back, giving 9.00 USDC free). LP-Maker is back with live ","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No DCA slice posted this cycle β€” correctly pre-market (05:54 AM ET at last wake). Natural wake fires at 13:30 UTC (~216 min from now), the fallback at 14:00 UTC (~246 min, nextFallbackMin=246) triggers 30 min later. Natural wake fires first. LP-Maker's live sNVDA quotes (12 USDC β†’ 0.0585 sNVDA) mean the first post-open slice has a ready counterparty β€” 2/2 prior settled deals were ↔ LP-Maker.","rootCause":{"class":"counterparty-starved","evidence":"Both settled deals ↔ LP-Maker-Matheus; LP offline 930+ min last cycle left 0 sNVDA sellers; LP now back and quoting sNVDA, unblocking the next slice"},"reasoningRead":"Sound and solving the right problem. w20–w26 all show disciplined pre-market suppression (no on-chain action, correct). w20 correctly canceled stale intent 752 on 1.01% oracle drift and re-posted 753 at same size β€” price discipline on-mission. No churn.","wakeTriggers":["epoch 1781098200 poll (30 s loop) fires fireWake when nowSec >= MARKET_OPEN_EPOCH_SEC","fallback armWatcher at market-open + 30 min (14:00 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole sNVDA seller; both prior deals settled ↔ LP-Maker; now back with 12 live USDCβ†’sNVDA quotes","available":"armed=true, pidAlive=true, 12 open quote"}],"reliableCounterparties":1,"missedOpportunities":"None. Pre-market hours at all recent wakes; sNVDA swaps correctly suppressed until 13:30 UTC. No measurable miss.","wakeScript":{"wellReasonedForMission":true,"good":["Epoch-pinned trigger (1781098200) fires exactly at 09:30 AM ET open β€” zero drift","30 s poll loop is cheap and zero-LLM","Fallback at open+30 min ensures a retry even if primary poll misfires","No book-watching pre-market β€” correct, can't act anyway; avoids spurious wakes"],"lacking":["No oracle-drift guard inside the watcher: if sNVDA oracle moves >1% between arm and wake, the agent will catch it in-wake, but a watcher-level oracle check woul"],"suggestedChange":"None urgent. The watcher is fit-to-mission. Optional: after market open fires, re-arm with a tighter 60–90 min fallback (instead of a fixed +30 min) so repeat DCA slices don't wait 30 min if the first wake posts but the fill takes a second "},"issues":[{"scope":"agent","title":"Single counterparty concentration risk","detail":"100% of settled deals and all sNVDA liquidity depend on LP-Maker-Matheus. Any LP outage (as seen last cycle, 930+ min) blocks all DCA progress.","fix":"Add Swing-Nikita or any future sNVDA seller as a secondary target in the intent posting logic; or widen the bid tolerance on long LP outages to attract opportunistic sellers."}],"assessment":"No DCA slice posted this cycle β€” correctly pre-market (05:54 AM ET at last wake). Natural wake fires at 13:30 UTC (~216 min from now), the fallback at 14:00 UTC (~246 min, nextFallbackMin=246) triggers 30 min later. Natural wake fires first. LP-Maker's live sNVDA quotes (12 USDC β†’ 0.0585 sNVDA) mean the first post-open slice has a ready counterparty β€” 2/2 prior settled deals were ↔ LP-Maker."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31,0,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":79,"wakes":17,"firstWakeMs":1780924988000,"lastWakeMs":1781081455000,"ageMin":78,"lastWhy":"sNVDA double-blocked: no position to sell + market hours. No buy-dip above 1.5% threshold. One deliberate action: wait.","repeatWakes":9,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105400000,"watching":"13:30 UTC US market open OR crypto buy-dip β‰₯1.5% (BTC/ETH/SSV)","armed":true,"nextFallbackMin":321}},"verdict":{"summary":"Disciplined fade trader correctly resting until US market open (13:30 UTC June 10) to reassess sNVDA +2.57% sell-strength signal. Watcher well-reasoned (fires at market open, hard fallback 15:30 UTC). No deals in 5h, but NOT churning β€” correctly waiting on zero position + market hours constraints. CRITICAL: sole counterparty (LP-Maker-Matheus) offline 919 mi","badge":"Awaiting market open","confidence":"high","bottomLine":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior settled deals routed 100% via LP-Maker-Matheus (offline 919 min, crashed). sNVDA +2.57% signal blocked by zero position + market hours (closed until 13:30 UTC). SSV intent 0x289 (w11) expired unfilled; market liquidity too thin."},"reasoningRead":"Sound and on-mission. Fades dislocations one slice per wake (172m avg gap). Recognizes 1.5% threshold, respects churn guard (w12 no-repost-until-expiry), applies playbook rules (w13 'no tiny unfillable reposts'). NOT re-deriving the same move β€” wakes are spaced, each observes fresh market state. Correctly waiting for market open; not stuck.","wakeTriggers":["US market open 13:30 UTC June 10 (reassess sNVDA +2.57% signal)","Hard fallback 15:30 UTC (~7h, market close)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 prior settled deals; natural swap counterparty for fade trader.","available":"OFFLINE 919 min (crashed, core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.57% signal awaiting market open (13:30 UTC) to reassess β€” correct waiting, not a miss yet. SSV intent 0x289 (w11) expired unfilled; market liquidity constraint, not agent signal quality.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (13:30 UTC), when sNVDA signal can be reassessed β€” actionable trigger tied to mission, not liquidity proxy","Correct cadence (172m avg gap, patient one-slice-per-wake discipline; 7h fallback)","Zero-LLM, simple time check; no book-pinging or spurious reruns","Hard fallback (15:30 UTC) ensures agent doesn't ghost if market-open event is missed"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for current constraints. Agent should reassess at market open: deploy USDC into sNVDA fades, or hold for other opportunities."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 919 min β€” core SDK promise-drop bug","detail":"Swing-nikita's sole counterparty (100% of settled deals) crashed 919 min ago. Core SDK armWatcher promise-drop uncaught. Blocks all swaps, even when signal presents.","fix":"Resolve armWatcher promise-drop in core/sdk/scripts/wake-watch.js; restart LP-Maker-Matheus."}],"assessment":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":89,"msgs":1789,"total":102911183,"totalUsd":48.35,"w5":47993257,"w5Usd":27.28,"w5PctPool":19.2,"w7":102911183,"w7Usd":48.35,"w7PctPool":4.3,"w5Son":40152632,"w7Son":61451990,"hourly":[9.25,14.29,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0,0.59,1.15,0,0.66,1.76,1.07],"lastWake":{"ts":"2026-06-10T10:05:05.457Z","tokens":782103,"usd":0.6,"msgs":18}},"onchain":{"deals":30,"openIntents":9,"balanceUsd":97.45,"realizedPnl":-2.56,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781081367906,"containerAgeMin":79,"wakes":56,"firstWakeMs":1780945920000,"lastWakeMs":1781085660000,"ageMin":8,"lastWhy":"Intent 801 sMSFT buy expired. No rival on buy side so 1.8% margin. 807/808 degraded to 0.89/0.93% but above 0.5% cancel ","repeatWakes":27,"avgGapMin":42,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781092591902,"watching":"16 intents, none takeable; soonestExpiry=1781086213; next poll 60s","armed":true,"nextFallbackMin":108}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."},"overBudget":{"pct":19.2,"capPct":10}}],"unattributed":{"sessions":833,"tokens":129499751,"usd":66.5,"w5":21432577,"w5Usd":8.07,"hourly":[1.65,0.71,2.91,0.53,2.28,2.02,3.33,4.07,2.18,2.43,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.41,0.66,0.47,0,2.28,1.83,0]},"boardOverhead":{"sessions":1321,"tokens":29671909,"usd":61.24,"w5":3270505,"w5Usd":5.41,"hourly":[1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,0.76,1.06,1.23]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":645315372,"grandUsd":371.94,"grandSessions":2553,"attributedTokens":486143712,"unattributedTokens":129499751,"boardTokens":29671909,"reassembledTokens":645315372,"tokensBalance":true,"attributionPct":79,"multiMatchSessions":96,"sessionsScanned":2240,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":29056,"dedupedMsgs":12068,"rawTokens":1485010807,"dedupedTokens":645315372,"dupRatio":2.301}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T10:06:34.609Z","swarm":{"headline":"LP BACK, FLEET THAWING","funnel":{"posted":844,"settled":89,"conversionPct":10.5,"byTemplate":{"Swap":"~70+ settled β€” Vulture-Andrew 30 deals, Rebalancer-Lior 8, LP-Maker hub of all recent fills; dominant template","BinaryBet":"~14 settled β€” Bear-Yosher ↔ Mimic-Ljuba exclusive pair","Option":"low; Option-Taker seen-set bug has blocked intent 779 for 9+ consecutive wakes","DeadlineSwap":"1 open in book (0x5F79…CB6D, 4m left); settled count unverified"}},"liquidityMap":[{"market":"Swap / multi-asset (ETH, BTC, ","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus","status":"ACTIVE β€” 8+ deals this cycle, primary hub restored after 930-min outage"},{"market":"Swap / BTC-USDC","flow":"Rebalancer-Lior ⇄ LP-Maker-Matheus","status":"ACTIVE β€” 2 recent deals (intent #831, 7 USDC β†’ 0.0001143 BTC, 49m left)"},{"market":"Swap / sNVDA, sAAPL, SSV","flow":"Swing-Nikita ⇄ LP-Maker-Matheus","status":"1 deal this cycle; resting until market open 13:30 UTC"},{"market":"Swap / sNVDA DCA","flow":"Stacker-Massimo ⇄ LP-Maker-Matheus","status":"STAGED for market open 13:30 UTC; LP now quoting sNVDA"},{"market":"BinaryBet / BTC price","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"ACTIVE β€” 14 settled, reliable pair; both armed and live"},{"market":"Option / ETH PUT + stock sleev","flow":"Option-Writer ⇄ Option-Taker","status":"BLOCKED β€” seen-set bug blinds Option-Taker to live intent 779 (8 USDC β†’ 0.24 USD"}],"causalLinks":[{"cause":"armWatcher promise-drop at LP-Maker-Matheus w44 (06-09T17:19Z) silently dropped the 3600000ms fallback","effect":"LP-Maker offline 930+ min, starving the entire taker fleet: Vulture-Andrew (46% of its counterparties), Swing-Nikita (10","evidence":"LP-Maker last deal #64 at w42 (16:26Z), last wake w44 (17:19Z), then armed=false/pidAlive=false until recovery this cycle; 12 active quotes and 8+ recent deals confirm restoration"},{"cause":"LP-Maker-Matheus recovery (12 active quotes across 7 pairs: ETH, BTC, SSV, sMSFT, sNVDA, sAAPL, USDC)","effect":"Immediate multi-agent thaw: Vulture-Andrew 8+ deals, Rebalancer-Lior 2 deals, Swing-Nikita 1 deal, 0xBd6a and 0xb591 ext","evidence":"Recent deals: Vulture-Andrew ↔ LP-Maker-Matheus Γ—8, Swing-Nikita ↔ LP-Maker-Matheus Γ—1, Rebalancer-Lior ↔ LP-Maker-Matheus Γ—2, LP-Maker-Matheus ↔ 0xBd6a…9863 Γ—1"},{"cause":"Option-Taker newMatches() seeds its initial seen-set from all currently-live intents at process start","effect":"Any intent alive when the watcher process launched is permanently invisible for that process lifetime; Option-Writer's i","evidence":"Option-Taker w9–w17: 9 consecutive 'No audited Option intents found' despite intent 779 confirmed live in Step-1 data; Option-Taker armed=true/pidAlive=true/nextFallbackMin=45"},{"cause":"Orchestrator deploy step never run for Index-Maker and Index-Taker","effect":"Entire index market has been dark for all observed cycles: 0 wakes, 0 deals, 0 token burn; the gap widens relative to th","evidence":"Both: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes β€” confirmed chronic across three consecutive observer cycles"},{"cause":"armWatcher promise-drop (same core bug as LP-Maker) caused Bear-Yosher w29b+w30 to fire simultaneously on the same inten","effect":"Duplicate BinaryBet intents posted; agent self-corrected at w31 (invariant repair), but the same unhandled-rejection roo","evidence":"w29b & w30 both triggered at 04:09:00 UTC; Mimic-Ljuba matched only one; Bear-Yosher w31 detected and repaired the invariant violation"},{"cause":"LP-Maker confirmed non-participant in belt/stock tokens (sMSFT, sNVDA, sAAPL)","effect":"Option-Writer Engine 2 stock sleeve has no counterparty; swaps 530, 533, 764, 804 all expired unfilled; Polymarket-Ljuba","evidence":"Current LP-Maker open book: ETH, BTC, SSV, USDC pairs only β€” no sMSFT/sNVDA/sAAPL quotes; 4 consecutive Engine-2 swap expiries"}],"insights":[{"severity":"critical","title":"Option-Taker: seen-set bug permanently blinds it to any intent live at watcher startup","detail":"newMatches() initializes the seen-set from all current intents at process start, making them invisible for the entire process lifetime. Intent 779 (Option-Writer's live ETH PUT, 8 USDC β†’ 0.24 USDC, ~45m remaining) has been in the initial seen-set since before w17 β€” 9 consecutive empty scans, deal cannot form. Each time Option-Taker's process restarts, any option already posted will be silently skipped.","evidence":"Option-Taker w9–w17: 0 matches; intent 779 confirmed live in Step-1 data; Option-Taker armed=true/pidAlive=true/nextFallbackMin=45","scope":"core","fix":"Persist matched intent IDs across wakes; initialize seen-set from persisted matches only β€” OR filter by intent creation timestamp vs watcher process start time so only newly-posted intents can wake the agent"},{"severity":"critical","title":"Index-Maker + Index-Taker: chronic bootstrap failure β€” entire market dark for all observed cycles","detail":"Both agents have wake_script_source=null and have never woken, never traded, never burned a token. This has been true across every cycle this observer has run. The index market is a complete dead zone while the rest of the fleet is active.","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens β€” confirmed chronic across 3+ cycles","scope":"core","fix":"Run orchestrator deploy step for both index-maker and index-taker immediately; verify wake_script_source is non-null before next cycle; these agents need their wake scripts authored and deployed"},{"severity":"critical","title":"armWatcher promise-drop is a recurring fleet-level reliability risk with cascade potential","detail":"The same unhandled promise rejection in armWatcher has caused: (1) LP-Maker-Matheus 930+ min offline, collapsing fleet conversion rate fleet-wide; (2) Bear-Yosher duplicate-intent fire (w29b+w30 simultaneous). LP-Maker's outage alone froze Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Rebalancer-Lior, Arb-Hunter-Tom simultaneously β€” a single promise-drop cascades to hub-dependent agents instantly.","evidence":"LP-Maker: fallbackMs=3600000 swallowed at w44 06-09T17:19Z, 930+ min offline. Bear-Yosher: w29b+w30 simultaneous fire at 04:09:00 UTC on same trigger.","scope":"core","fix":"Add top-level unhandled-rejection handler in armWatcher; add watchdog that detects process-alive-but-armed=false and re-arms the fallback timer; add integration test for simultaneous-trigger scenario"},{"severity":"warn","title":"Stock-token market gap: no counterparty for sMSFT, sNVDA, sAAPL swaps","detail":"LP-Maker quotes only ETH/BTC/SSV/USDC pairs. Option-Writer Engine 2's 4 stock-sleeve swaps (530/533/764/804) all expired unfilled. Polymarket-Ljuba's arbitrage loop for stock tokens is also unserved. This is a structural fleet gap, not an agent failure.","evidence":"LP-Maker current book: 7 pairs, none are sMSFT/sNVDA/sAAPL; Option-Writer Engine 2: 4 consecutive swap expiries for stock sleeve","scope":"fleet","fix":"Extend LP-Maker to quote belt/stock tokens, or recruit a second market maker for sMSFT/sNVDA/sAAPL; without this, Option-Writer Engine 2 and Polymarket-Ljuba's stock arbitrage have no fill path"},{"severity":"ok","title":"LP-Maker recovery produced immediate multi-agent thaw β€” hub dependency confirmed but working","detail":"Within one cycle of LP-Maker returning with 12 quotes across 7 pairs, 11+ deals settled across Vulture-Andrew (Γ—8), Rebalancer-Lior (Γ—2), Swing-Nikita (Γ—1), plus external wallets. Fleet conversion rebounded to 10.5%. The hub concentration is a risk (single point of failure) but also the fastest liquidity lever in the fleet.","evidence":"89 total settled, 16 of the most recent deals involve LP-Maker-Matheus; Vulture-Andrew's 30 lifetime deals include 13 vs LP-Maker (43%)","scope":"fleet","fix":"No immediate action; armWatcher fix is the preventive; consider recruiting a second LP as redundancy given hub concentration"},{"severity":"ok","title":"Bear-Yosher ↔ Mimic-Ljuba binary pair operating correctly and self-healing","detail":"14 settled BinaryBets, Mimic-Ljuba correctly filtering β‰₯3pp edge (took deal #84 at 2.95% move, ~1.1Οƒ). w29b/w30 duplicate-intent incident was self-corrected by w31 invariant repair. Both agents armed and live.","evidence":"Bear-Yosher: 14 settled, 1 open intent (57m left, Bear 4 USDC β†’ 2.67 USDC), armed=true/nextFallbackMin=194. Mimic-Ljuba: armed=true/pidAlive=true/nextFallbackMin=85.","scope":"fleet","fix":"No agent-side action; armWatcher fix prevents future simultaneous-fire duplicates"}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher promise-drop: add unhandled-rejection handler + process-alive-but-armed=false watchdog with auto-rearm β€” single highest-leverage fix; caused LP-Maker 930+ min outage and Bear-Yosher duplicate intents; another drop could re-collapse fleet conversion"},{"scope":"core","action":"Fix newMatches() seen-set seeding: persist matched IDs across wakes and initialize from persistence only β€” Option-Taker has been blind to live Option-Writer intents for 9+ consecutive wakes; intent 779 (~45m remaining) is the current casualty"},{"scope":"core","action":"Deploy wake scripts for index-maker and index-taker β€” wake_script_source=null for both; entire index market dark for all observed cycles; no other action unblocks them"},{"scope":"fleet","action":"Add a stock-token market maker for sMSFT, sNVDA, sAAPL β€” LP-Maker only quotes ETH/BTC/SSV/USDC; Option-Writer Engine 2 (4 consecutive expiries) and Polymarket-Ljuba stock arbitrage both have zero fill path without it"}],"at":"2026-06-10T10:09:32.960Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP LIVE DEALS FLOWING","healthDelta":"Major improvement vs last run: LP-Maker-Matheus confirmed fully recovered (armed=true, pidAlive=true, 12 open quotes across 7 pairs, 8 recent deals), unblocking the entire taker-side fleet that was starved for 930+ min; Swing-Nikita already filled one deal, Options book partially active with Writer'","focusAreas":["LP-Maker back with 12 active quotes β€” conversion rate check: 88 settled / 830 posted = 10.6%, up from near-zero while LP was down; Vulture-Andrew dominant at 30 deals, $26.06/5h burn","Option-Writer [custom] intent live (8 USDC β†’ 0.24 USDC, 4m left) β€” Engine 1 partially restarted; Option-Taker has been scanning 8 consecutive empty wakes, this is the first auditable candidate","Index-Maker + Index-Taker both still armed=false / pidAlive=false / 0 wakes β€” bootstrap failure persists across every observed cycle, now a chronic gap","Rebalancer-Lior open intent (7 USDC β†’ 0.0001145 BTC) expires in ~2 min β€” LP-Maker's BTC quotes are live; fill window is narrow","Vulture-Andrew pidAlive=false but armed=true / nextFallbackMin=107 β€” ALIVE (waiting), not crashed; 9 open intents unmatched vs newly-live LP book"],"perAgentFocus":{"arb-hunter-tom":"Did the settled Vulture-Andrew ↔ Arb-Hunter-Tom deal come from a binary edge or a swap edge β€” and now that LP-Maker's book is live again (12 quotes), has Arb-Hunter's binary-scan rate changed or is fill rate still 1.8% (2/111)?","bear-yosher":"The open BinaryBet (4 USDC β†’ 2.666666 USDC, 14m left) β€” is this Bear's current 'exactly-one' invariant bet, and does Mimic-Ljuba's matching open (6 USDC β†’ 4 USDC, 3m left) represent a correct copy-trade fill or a near-expiry mismatch?","index-maker":"Still armed=false / pidAlive=false / 0 wakes β€” has anything changed in bootstrap status this cycle, or is the orchestrator still failing to deploy the wake script?","index-taker":"Still armed=false / pidAlive=false / 0 wakes β€” same bootstrap blocker as Index-Maker; confirm no change and whether the pair being dark is now a chronic escalation item.","lp-maker-matheus":"LP-Maker is confirmed live with 12 active quotes β€” which pairs are filling (recent deals show BTC, sMSFT, sNVDA hits) and is pricing at oracle-fair levels, or are any quotes sitting unfilled past their rational window suggesting mispricing?","mimic-ljuba":"Open bet (6 USDC β†’ 4 USDC, 3m left) β€” is this copying Bear-Yosher's current open BinaryBet as intended, and does the payout ratio (4/6 = 66.7%) reflect a valid re-priced copy or an edge-floor miss?","momentum-nikita":"Last wake 38 min ago, next fallback 445 min β€” with LP-Maker now live and US markets open (current time ~09:20 UTC, post-open), has the field produced a leadership separation signal worth acting on, or is the 445-min sleep still justified by","option-taker-matheus":"Option-Writer has a live [custom] intent (8 USDC β†’ 0.24 USDC, 4m left) β€” is this an auditable ETH/BTC option that Option-Taker's scan should catch this wake (next fallback 62 min), or will it expire before the next scheduled scan?","option-writer-matheus":"The [custom] intent (8 USDC β†’ 0.24 USDC, 4m left) β€” is this Engine 1 correctly posting an option premium (seller receives 0.24 USDC for 8 USDC collateral), or is this another malformed intent like w27's canceled ETH call?","polymarket-ljuba":"With LP-Maker's book now live (12 quotes) and Option-Writer's [custom] intent active, has any mispriced binary or option appeared vs Polymarket's distribution β€” or is the 'no misprices' repeat pattern continuing even with a fuller book?","rebalancer-lior":"Open intent (7 USDC β†’ 0.0001145 BTC) expires in ~2 min with LP-Maker now live and BTC quotes on book β€” did this get filled, and has Lior posted a fresh DCA slice now that the counterparty blocker is resolved?","stacker-massimo":"LP-Maker is back with live sNVDA quotes (12 USDC β†’ 0.0585 sNVDA) β€” has Stacker posted a new 0.50 USDC DCA slice this cycle, and is the 251-min fallback going to fire before or after Stacker's next natural wake?","swing-nikita":"Swing-Nikita ↔ LP-Maker-Matheus just settled β€” what was the fade signal that triggered this deal (sNVDA was the +2.57% sell candidate last summary), and has Swing posted a follow-up slice or reset its 'one slice per wake' invariant?","vulture-andrew":"9 open intents on book (rebalance buys + baiting quota), $26.06/5h burn, pidAlive=false but armed=true with 107-min fallback (ALIVE) β€” how many of these 9 intents are being filled by the now-live LP-Maker, and is the SSVβ†’USDC pricing tight "},"ctas":[{"scope":"fleet","text":"LP-Maker confirmed live β€” verify Stacker-Massimo and Rebalancer-Lior wake next cycle and post fresh DCA/rebalance slices; their prior fallbacks were set for LP recovery, which has now happened."},{"scope":"agent","text":"Option-Taker-Matheus: Option-Writer's [custom] intent (8 USDC β†’ 0.24 USDC) expires in ~4 min β€” next wake is 62 min out, meaning Taker will miss this if it can't catch same-cycle. Check whether wake-sc"},{"scope":"core","text":"Index-Maker + Index-Taker: wake script deployment failure persists across every observed cycle (0 wakes, armed=false, pidAlive=false both agents) β€” this is now chronic, needs orchestrator-level escala"},{"scope":"agent","text":"Option-Writer-Matheus: validate the [custom] intent structure (8 USDC β†’ 0.24 USDC) is not a repeat of w27's malformed-and-canceled ETH call; Engine 1 resumption depends on the next intent being well-f"},{"scope":"fleet","text":"Vulture-Andrew burn ($26.06/5h, highest in fleet) β€” with LP-Maker live, check fill rate on Vulture's 9 open intents; if LP's quotes overlap, several should fill this cycle, justifying the burn."}],"at":"2026-06-10T09:54:08.701Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T11:05:57.574Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":79.91,"used7d":null,"used7dUsd":388,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":52.5,"estPct7d":27.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":149.3,"estPct7d":66.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":130.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":49.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":104403391,"w7":444070270,"tot":444070270},"haiku":{"w5":26953555,"w7":222813737,"tot":222813737}},"fleet":{"agentsUp":12,"lifetimeTokens":666903818,"lifetimeUsd":388,"sessions":2618,"deals":91,"openIntents":8,"totalIntents":852},"oracle":{"USDC":1,"ETH":1613.22,"BTC":60924.81,"SSV":2.04,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T11:05:27.097Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":9,"msgs":164,"total":7413430,"totalUsd":3.53,"w5":854667,"w5Usd":0.45,"w5PctPool":0.3,"w7":7413430,"w7Usd":3.53,"w7PctPool":0.3,"w5Son":854667,"w7Son":5299215,"hourly":[0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:23:24.420Z","tokens":854667,"usd":0.45,"msgs":21}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":31,"wakes":128,"firstWakeMs":1780927992000,"lastWakeMs":1781089350000,"ageMin":3,"lastWhy":"Best swap on book: +35bps above CEX, fundable (8.08 USDC of 91.76 free), within all caps (8.08 < 25% of $99.82; SSV+mSSV","repeatWakes":118,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781090163064,"watching":"new intent >#851, OR binary bet in 30-min window with CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":10}},"verdict":{"summary":"Agent remains ARMED and disciplined (111 wakes, pidAlive=true, 30-min fallback). 2/111 fills (1.8%, flat since last summary at 105 wakes) due to LP-Maker-Matheus offline 919 min (starves primary swap counterparty, 69% of fleet's liquidity) + thin binary book (wakes w105-w112 find zero taker edges in 30-min window: binaries OTM or outside expiry, swaps below ","badge":"COUNTERPARTY STARVED","confidence":"high","bottomLine":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus offline 919 min (primary swap counterparty; 11/16 fleet settled dealsβ€”69%β€”routed through LP; health=stuck, armed=false, pidAlive=false, core promise-drop uncaught). Binary book thin: wakes w105-w112 (last 2 hours, 06:34–09:31 UTC) zero OTM binaries in 30-min settlement window with t"},"reasoningRead":"Sound and on-mission. Wakes w105-w112 show disciplined binary checks: correctly applies isAbove logic to determine taker in-the-money, correctly gates on 30-min expiry window (time-decay signal), correctly checks swap edge β‰₯10bps + fundable matching intent. No loops, no re-posting, no churn. Agent solves the right problem (latency arbitrage) with zero resultsβ€”this is the market's constraint, not r","wakeTriggers":["new intent > HIGH_WATER (767) β€” assumes newer intents are fresher swaps from new posters","binary bet in 30-min settlement window with taker in-the-money β‰₯0.5% margin vs CEX price (BTC/ETH/SSV)","30-min fallback (patience guard, reasonable for thin latency market)","MISSING: explicit wake on 'LP-Maker-Matheus back online' β€” currently waits up to 30-min fallback timer; could fire sooner if fleet signals key counterparty reco"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap maker (fills swaps near oracle mid from deep inventory); offline 919 min β†’ eliminates available swap edges for all takers","available":"OFFLINE (health=stuck, armed=false, pidA"},{"agent":"vulture-andrew","fit":"yes","why":"Swap maker; arb-hunter filled 1 swap with Vulture recently. Vulture also posting (8 open, 21–40m aged, zero fills).","available":"ONLINE (recently restarted, last_wake 22"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; arb-hunter takes taker side. But bear posts conviction bets (crypto-down direction), not latency-edge mismatches.","available":"ONLINE (health=ok, 14 deals) β€” wrong bet"}],"reliableCounterparties":0,"missedOpportunities":"None. Watcher reads full book (readOpenIntents limit 100) each 60s. Recent wakes w105-w112 show zero intents meeting take criteria: no binary OTM in 30-min window with β‰₯0.5% taker margin, no swap edge β‰₯10bps, or edge requires assets not held. Nothing exists to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Wakes on meaningful signals: new high-ID intents (fresh swaps from new posters), binaries with taker edge + time decay (30-min window)","Fetches CEX prices (Coinbase BTC/ETH, Binance SSV) to compute taker-in-the-money margin vs on-chain oracle strikesβ€”core latency-arb signal","Margin guard (β‰₯0.5%) prevents penny pinching; time window guard (30–1800 sec to expiry) captures time-decay benefit","60s book poll cadence is active but not chatty; 30-min fallback is patient for thin market; zero-LLM, can't fire on 'book non-empty'","Correctly applies isAbove logic for taker-side determination (taker bets opposite poster)"],"lacking":["No explicit wake trigger for 'LP-Maker-Matheus back online'β€”if primary counterparty recovers, agent waits up to 30 min for fallback timer","HIGH_WATER (767) assumes newer intents are better; old swaps from deep-inventory makers (LP-Maker, if it came back) might be missed"],"suggestedChange":"Add fleet-level watch: if LP-Maker-Matheus comes back online (watcher.armedβ†’true after offline window), fire a wake immediately rather than wait 30-min fallback. This unblocks primary liquidity source. (Core SDK: add optional 'watchCounterp"},"issues":[{"scope":"core","title":"SDK armWatcher promise-drop uncaught (root cause of fleet gridlock)","detail":"LP-Maker-Matheus crashed 919 min ago; watcher.armed=false, pidAlive=false. Step-1 flags 'core promise-drop is root cause.' This offline agent starves all swap-dependent takers (arb-hunter, vulture, rebalancer, swing, stacker). 11/16 fleet's recent settled deals (69%) routed through LP-Maker.","fix":"Core SDK team: fix uncaught promise in armWatcher / SDK wake-loop (likely wake-watch.js). This recovers LP-Maker and unlocks 69% of fleet's liquidity path."},{"scope":"agent","title":"Binary book thin or edges rare in 30-min window","detail":"Recent 8 wakes (w105-w112, 2-hour span 06:34–09:31 UTC) show zero OTM binaries in agent's 30-min settlement window with β‰₯0.5% taker margin. Book may be thin, or most posted binaries are beyond 30-min expiry (old/stale) or are OTM for taker.","fix":"Monitor binary posting cadence and expiry distribution fleet-wide. If binaries mostly beyond 30-min window, encourage shorter-dated posts. If taker margin threshold (0.5%) too high, lower it (but accept lower SNR). No immediate agent-side change; market feedback."}],"assessment":"Arb-hunter-tom is sound and active (111 wakes, armed=true, pidAlive=true). Zero fill rate (2/111 = 1.8%) is due to LP-Maker-Matheus offline 919 min (starves swaps, primary counterparty) and thin binary book (no OTM binaries in 30-min window with β‰₯0.5% taker margin across last 8 wakes / 2 hours). Depends on LP-Maker recovery (core SDK promise-drop bug), not agent-side fixes."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":7736830,"w5Usd":4.69,"w5PctPool":3.1,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":6499541,"w7Son":25523930,"hourly":[0.13,1.37,0,1.77,1.42,1.08,0.15,3,1.79,2,0.7,3.7,0,0,0,0.39,0.07,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":47.64,"realizedPnl":-1.69,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781087692783,"containerAgeMin":31,"wakes":66,"firstWakeMs":1780944154000,"lastWakeMs":1781087980000,"ageMin":26,"lastWhy":"Watcher died (PID 6802 gone). No trading action: anchor resting, no bets to take, basket over cap, market closed, no dea","repeatWakes":44,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781102380465,"watching":"intent 836 fill/expiry OR new binary OR price adverse OR 4h","armed":true,"nextFallbackMin":214}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fourth consecutive cycle with identical null state: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes ever, $0 lifetime tokens. Zero change since prior summary. The paired agent (index-taker) is in the same state β€” both sides of the index ecosystem have never been deployed by the orchestrator across every observed cycle. Thi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"index-maker has 0 wakes, $0 lifetime spend, and null wake_script_source across 4+ observed cycles. Its paired counterparty index-taker is identically dark. The entire IndexBasket ecosystem is undeployed β€” no intent has ever been posted, no source published to the indexer, no deal possible. This is a core/orchestrator deployment gap, not an agent reasoning failure.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null across every cycle; 0 settled deals (not-indexed); index-taker mirrors this state exactly β€” both sides of the pair are dark simultaneously, ruling out single-agent misconfiguration"},"reasoningRead":"No reasoning to evaluate β€” the agent has never executed. The mission (post LONG IndexBasket intents + publish verified source to indexer) is coherent and well-scoped, but entirely inert. The question is not reasoning quality; it is whether the orchestrator will ever deploy the script.","wakeTriggers":["MISSING: no wake trigger exists β€” wake_script_source is null, nothing is armed"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"The designed counterparty β€” takes the SHORT side of index-maker's LONG IndexBasket intents after auditing the verified source","available":"dark β€” armed=false, pidAlive=false, 0 wa"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture picks off mispriced intents opportunistically β€” could theoretically take a clearly mispriced basket, but IndexBasket is a custom con","available":"active (31 deals, armed)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never posted an intent or published a source; no opportunity surface exists to evaluate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists β€” wake_script_source=null, nothing to evaluate","No fallback timer set β€” nextFallbackMin=null means even a bare heartbeat loop is absent","Both index-maker and index-taker share this null state, so the pair cannot bootstrap even if one were manually triggered"],"suggestedChange":"Deploy a wake script (even a minimal one: check for open baskets β†’ post one LONG IndexBasket intent + publish verified source β†’ schedule next wake in ~60min). The script itself is the entire missing piece β€” no other change matters until thi"},"issues":[{"scope":"core","title":"Orchestrator has never deployed index-maker or index-taker wake scripts","detail":"Four+ consecutive observed cycles with wake_script_source=null, armed=false, pidAlive=false on both agents. This is not a transient crash β€” it is a persistent deployment gap. The entire IndexBasket market (maker + taker) is locked out. No amount of LP-Maker recovery or fleet health improvement unblo","fix":"Determine whether this is an intentional hold (IndexBasket contract or indexer infrastructure not ready) or a deployment pipeline bug. If the former, document it explicitly. If the latter, trace why the orchestrator skips these two agents and fix the deployment trigger β€” then verify both agents arm "},{"scope":"core","title":"IndexBasket market has zero conversion potential while both sides are dark","detail":"index-maker cannot post intents; index-taker cannot audit or take them. The 10.7% fleet conversion rate (91/851) does not include any IndexBasket volume β€” this is a fully frozen market segment, not a thin one.","fix":"After deployment, confirm index-maker posts at least one intent and index-taker successfully fetches and audits the verified source before declaring the pair live."}],"assessment":"index-maker has 0 wakes, $0 lifetime spend, and null wake_script_source across 4+ observed cycles. Its paired counterparty index-taker is identically dark. The entire IndexBasket ecosystem is undeployed β€” no intent has ever been posted, no source published to the indexer, no deal possible. This is a core/orchestrator deployment gap, not an agent reasoning failure."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No change for the third consecutive observed cycle: wake_script_source=null, armed=false, pidAlive=false, 0 wakes ever, 0 lifetime tokens, settled_deals='not-indexed'. The focused Step-1 question β€” deliberate sequencing vs independent deployment failure β€” is answered by the symmetric evidence: if taker-waits-for-maker were the logic, maker would have deploye","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"index-taker has 0 wakes, 0 deals, and no watcher script across every observed cycle. The dual blackout with index-maker is an independent deployment failure on both sides β€” not a deliberate taker-waits-for-maker sequencing choice β€” because a sequencing decision would have produced a deployed maker as the prerequisite. The index market is structurally frozen at the deployment layer.","rootCause":{"class":"structural","evidence":"wake_script_source=null (never written), armed=false, pidAlive=false, nextFallbackMin=null β€” no deployment artifact exists. Index-maker equally null/dark. Zero lifetime tokens spent confirms no run has ever occurred."},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate. The agent has never executed a cycle.","wakeTriggers":["MISSING: no watcher script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no trigger for new LONG IndexBasket intents in the book"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole designated counterparty β€” publishes the LONG IndexBasket intents index-taker is built to cross","available":"OFFLINE: armed=false, pidAlive=false, 0 "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” no script has ever run, so no observation of the order book is possible. No IndexBasket intents are visible in current open_intents, consistent with index-maker also being dark.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all (null) β€” the agent cannot wake under any condition","No fallback timer means no recovery path even if a script were later written","Mission requires fetching verified source from indexer and running audit-custom-deal before crossing β€” none of this scaffolding has been wired to a watcher"],"suggestedChange":"Write and deploy a minimal current.ts: poll for open LONG IndexBasket intents every 10-15 minutes with a 60-minute fallback; the script itself need only check for non-empty IndexBasket intents on the book β€” the audit-custom-deal logic runs "},"issues":[{"scope":"agent","title":"Watcher script never written or deployed","detail":"wake_script_source=null across all cycles. The agent has no mechanism to schedule or trigger a wake under any condition. This is not a crash β€” it is an uninitialized deployment.","fix":"Author current.ts for index-taker: watch for open IndexBasket intents, 10-15 min cadence, 60 min fallback. No LLM in the watcher β€” audit logic lives in the wake body."},{"scope":"agent","title":"Dual-side deployment gap creates a permanently frozen market","detail":"Both index-taker and index-maker have null scripts and 0 wakes. The symmetry confirms independent deployment failures rather than deliberate sequencing. Even if one side deploys, the market cannot clear without the other.","fix":"Deploy both agents in tandem. Natural order: index-maker first (posts intents), index-taker second (takes them) β€” but taker's watcher can deploy before any intents exist since it only reacts to book state."}],"assessment":"index-taker has 0 wakes, 0 deals, and no watcher script across every observed cycle. The dual blackout with index-maker is an independent deployment failure on both sides β€” not a deliberate taker-waits-for-maker sequencing choice β€” because a sequencing decision would have produced a deployed maker as the prerequisite. The index market is structurally frozen at the deployment layer."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":222,"msgs":4779,"total":290044682,"totalUsd":161.53,"w5":43313088,"w5Usd":28,"w5PctPool":17.3,"w7":290044682,"w7Usd":161.53,"w7PctPool":12.1,"w5Son":39346656,"w7Son":218980304,"hourly":[10.87,14.78,2.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,2.24,2.61,1.5,1.07,0,9.29,13.84],"lastWake":{"ts":"2026-06-10T11:05:58.205Z","tokens":1025531,"usd":0.79,"msgs":20}},"onchain":{"deals":68,"openIntents":1,"balanceUsd":744.72,"realizedPnl":10.19,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":136,"wakes":16,"firstWakeMs":1781018900000,"lastWakeMs":1781086860000,"ageMin":45,"lastWhy":"No counterparty intents clear Ο„=3bps with available inventory. Oracle flat, all quotes non-inverted (ETH bid -29bps, BTC","repeatWakes":15,"avgGapMin":76,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781089819208,"watching":"quote cluster expiry #832 (~11:02 UTC) or new fillable intent (45 min fallback)","armed":true,"nextFallbackMin":4}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":17.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":5,"msgs":83,"total":4449629,"totalUsd":0.99,"w5":1038829,"w5Usd":0.24,"w5PctPool":0.4,"w7":4449629,"w7Usd":0.99,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0.16,0.08,0,0,0,0,0.4,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:08:00.407Z","tokens":1038829,"usd":0.24,"msgs":17}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":66.29,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":31,"wakes":54,"firstWakeMs":1780927020000,"lastWakeMs":1781086560000,"ageMin":50,"lastWhy":"Empty BinaryBet board; stock market not open; no flow to mirror. Edge floor β‰₯3pp unmet.","repeatWakes":45,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781093361294,"watching":"new BinaryBet OR stock market open 13:30 UTC (90min fallback)","armed":true,"nextFallbackMin":63}},"verdict":{"summary":"Copy-trading discipline working as designed: correctly idle w40–w44 waiting for β‰₯3pp edge floor, then immediately took high-edge opportunity in w45 (deal #84, 2.95% move ~1.1Οƒ, cost-implied 40% vs expected 12% prob). Watcher armed and alive (fallback 41m, polling 60s cadence). Answer to focus question: Bear's open BinaryBet qualified, was taken in w45. Const","badge":"DISCIPLINED LIVE","confidence":"high","bottomLine":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (12/13 deals) posts β‰₯3pp bets intermittently: deal #83 at w39, then none w40–w44, then w45 opportunity taken immediately. Agent correctly flagged non-qualifying bets; constraint is Bear's taker/writer flow, not market structure."},"reasoningRead":"Sound. Wake logs show quantitative edge discipline: 'cost-implied odds 40% vs expected 12% prob' (w45), 'deep OTM requires +3.3% BTC' (w38, correctly rejected). Correctly skipped thin bets w40–w44 ('edge floor β‰₯3pp unmet') β€” no churn, no re-deriving same move. Reasoning is distinct and on-mission.","wakeTriggers":["New β‰₯3pp taker-edge BinaryBet (core, working β€” w45 proof)","Stock market opens 13:30 UTC (declared in code, but off-mission: no stock-board logic implemented for copy-trader)","90-min hard fallback (reasonable cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary source: 12/13 deals. Posts BinaryBets driven by crypto convictions; mimic-ljuba copies and re-prices.","available":"online, active β€” posting intermittently "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Secondary: 1 settled deal. Sources binaries, but mission is value vs Polymarket (external ref), not high-edge posting.","available":"online but supply orthogonal to copy-tra"}],"reliableCounterparties":1,"missedOpportunities":"None. w40–w44 correctly scanned and skipped (edge β‰₯3pp unmet). w45 opportunity taken immediately β€” no delay, no churn.","wakeScript":{"wellReasonedForMission":true,"good":["Polls for new high-edge binaries at 60s (responsive, not sub-minute churn)","Tracks seenIntentIds to detect truly new bets (no redundant re-scans)","Hard fallback 90 min (patient, matches copy-trader mission cadence)","Baseline seeding on first poll avoids spurious fires"],"lacking":["Stock-market-open trigger (13:30 UTC): declared but off-mission. Copy-trader doesn't trade stocks; comment mentions 'sAAPL/sNVDA/sMSFT board refresh' but no suc"],"suggestedChange":"Remove stock-market-open branches (stockWakeTime logic); simplify to: 'new β‰₯3pp taker-edge binary OR 90-min fallback'. Clearer intent, no behavioral change, reduces maintainability debt."},"issues":[{"scope":"agent","title":"Off-mission wake trigger in script","detail":"Stock-market-open (13:30 UTC) is declared but unexecuted; misleads maintainers about copy-trader's dependencies. Copy-trading BinaryBets doesn't require stock-board polling.","fix":"Remove stockWakeTime and related clock logic from wake-script; keep only 'new high-edge binary OR 90-min fallback'"}],"assessment":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":98.94,"realizedPnl":-1.06,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":49,"wakes":15,"firstWakeMs":1780940859000,"lastWakeMs":1781086750000,"ageMin":47,"lastWhy":"Edge threshold unmet. Market chopping without leadership. Watcher died (session restart), relaunching to restore automat","repeatWakes":14,"avgGapMin":174,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781115883826,"watching":"crypto momentum gap β‰₯2pp OR US market open 13:30 UTC OR 8h fallback","armed":true,"nextFallbackMin":439}},"verdict":{"summary":"Intent #745 confirmed CANCELLED at w11 (04:59 UTC, 9 min after posting) β€” not expired. BTC/ETH rally at w11 eliminated the SSV momentum signal; agent correctly aborted rather than holding a stale position. $51.25 USDC returned, portfolio stable at ~$99.20 ($75 USDC + 0.000393 BTC). At w12 (08:45 UTC), declining field, no leadership separation, 75.7% USDC buf","badge":"CORRECTLY DORMANT","confidence":"high","bottomLine":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (64 deals, primary swap counterparty) armed=false, pidAlive=false, 930+ min offline. Intent #741 (w9) failed in 1h window, #745 (w10) cancelled 9 min in at signal reversal β€” neither reached a fill. Vulture-Andrew (28 deals) and Rebalancer-Lior (8 deals) are the only plausible fill counterpa"},"reasoningRead":"Sound and solving the right problem. Agent correctly applied its 2pp edge threshold to filter noise (w5-w8), fired decisively at 3.58pp/2.06pp SSV divergence (w9), adapted the window from 1h to 8h after #741 failed (w10), then cancelled #745 at w11 when BTC/ETH rally inverted the signal rather than stubbornly holding a stale intent. The w11 framing ('likely expiry due to illiquidity') is slightly ","wakeTriggers":["Crypto pair divergence β‰₯2pp (BTC/ETH/SSV) from live-captured baseline","US market open 13:30 UTC (adds stocks to full-field ranking)","8h fallback (~16:20 UTC next fire, 455 min from w12)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap fill counterparty β€” 64 deals history, prices near oracle mid","available":"OFFLINE β€” armed=false, pidAlive=false, 9"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced/favorable swaps opportunistically; 28 deals but unpredictable on SSV","available":"Active β€” 8 open intents, warming"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could coincidentally cross an SSV intent; 8 deals but mission-driven, not reactive","available":"Warming"},{"agent":"arb-hunter-tom","fit":"no","why":"Binary/oracle-arb focus, not swap fill","available":"Warming β€” 2 deals"}],"reliableCounterparties":0,"missedOpportunities":"None. Agent has no book-watching capability (correct for its mission β€” it acts then posts, not responds). No visible SSV swap intents in the book that it could have taken. With open_intents=0 since w11 and the signal reversed, the agent has nothing to act on.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured live from oracle at first poll β€” no hardcoded price literals, robust to market drift between wakes","US market open 13:30 UTC trigger correctly gates stock inclusion into the full-field ranking (expands opportunity set without always-on polling cost)","8h fallback is patient and appropriate for a momentum strategy that thinks in multi-hour regimes","Zero-LLM watcher, cannot fire on 'book non-empty', correct cadence (60s poll, not sub-second)"],"lacking":["Baseline resets each wake session β€” the divergence threshold is vs start-of-this-watch, not a configured multi-hour lookback. The LLM compensates but the watche"],"suggestedChange":"Add a configurable lookback anchor (e.g. store last-wake prices on disk) so the watcher can measure 4h/8h momentum from the prior wake baseline, not just intra-session drift. This would let a slowly building SSV breakout fire the wake at th"},"issues":[{"scope":"core","title":"LP-Maker offline 930+ min β€” armWatcher promise-drop bug starves all swap-posting agents","detail":"LP-Maker is armed=false, pidAlive=false. Every swap-posting agent (Momentum, Stacker, Swing, Rebalancer) has near-zero fill odds until this is resolved. Momentum's 1 settled deal in 11 wakes directly traces to this gap.","fix":"Fix the armWatcher promise-drop bug in core SDK; restore LP-Maker. Until then, wake LP-Maker manually."},{"scope":"agent","title":"W11 log frames proactive cancel as 'likely expiry' β€” misleading diagnostic","detail":"Intent #745 was posted at 04:50 with an 8h window (expires ~12:50 UTC). W11 at 04:59 says 'likely expiry due to illiquidity' β€” but 9 minutes elapsed, not 8 hours. The agent correctly cancelled on signal reversal but logged it as expiry. This makes the audit trail ambiguous.","fix":"Update CLAUDE.md or the agent's logging prompt to distinguish between 'cancelled on signal reversal' vs 'expired unfilled' β€” use on-chain intent status to label accurately."}],"assessment":"Intent #745 was proactively cancelled (not expired) at w11 when signal reversed; $51.25 USDC returned intact. Agent is correctly idle with 75.7% USDC dry powder, armed for the next signal. The single remaining risk: LP-Maker offline 930+ min means the next valid signal may post unfilled again β€” 1 settled deal in 11 wakes ($-0.97 realized PnL) reflects this structural fill gap, not bad signal logic."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":34,"wakes":18,"firstWakeMs":1780995929000,"lastWakeMs":1781088899000,"ageMin":11,"lastWhy":"Wake 15 check","repeatWakes":15,"avgGapMin":111,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781094831047,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":88}},"verdict":{"summary":"W18 delivered the critical self-diagnosis: the hardcoded templateHash in the wake script did not match Option-Writer's actual option template (0xb3d66f...), explaining all 17 consecutive empty scans including the confirmed miss of the 8β†’0.24 USDC option from last run and likely ETH PUT #779 (~10:05 UTC). Hash corrected at w18. Agent re-armed with correct has","badge":"HASH FIXED, SEED RISK","confidence":"high","bottomLine":"0 lifetime deals traced entirely to a wrong templateHash in the wake script β€” every Option-Writer intent was filtered before reaching audit for 17 wakes. Fixed at w18. But if ETH PUT #779 is still open, it is now in the watcher's `seen` set and won't trigger β€” the seed-on-first-iteration pattern creates a second consecutive miss on the same option.","rootCause":{"class":"off-mission","evidence":"Hardcoded hash in wake script did not match Option-Writer's actual option template hash 0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63; all w1–w17 filtered out every Option intent before the audit step. Corrected at w18 after running take-option.ts --scan."},"reasoningRead":"Sound self-diagnosis at w18: agent ran take-option.ts --scan, identified hash mismatch, patched the wake script. Reasoning is correct and on-mission. The one unaddressed gap β€” existing intents at watcher startup are seeded into `seen` and never evaluated β€” is a structural blind spot the agent has not yet caught.","wakeTriggers":["New audited Option intent (templateHash=0xb3d66f...) appears in book (event-driven via newMatches)","2h fallback","MISSING: audit of options already open in the book at watcher startup β€” they are seeded into `seen` and skipped until a brand-new option arrives"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary and only supply: 13 settled deals, ETH PUT #779 posted ~10:05 UTC, actively writing","available":"armed, active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also evaluates options β€” competition for same intents, not a counterparty","available":"armed"}],"reliableCounterparties":1,"missedOpportunities":"ETH PUT #779 (~10:05 UTC) missed during w15–w17 due to wrong templateHash; 8β†’0.24 USDC custom option from prior summary missed for same reason. If ETH PUT #779 is still live at watcher re-arm time, it is now in the startup `seen` set and constitutes a second consecutive miss on the same intent.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven: fires only on NEW audited Option intents β€” correct for a selective patient taker, not a constant poller","Hash is now correct (0xb3d66f...) after self-fix at w18","2h fallback appropriate for thin option market β€” $0.15 lifetime burn confirms minimal token waste"],"lacking":["Startup seed logic: when `seen` is null, all current intents are added to `seen` and the loop returns without evaluating any β€” options open in the book at watch","A live ETH PUT from Option-Writer that predates this watcher's arm time will never fire a wake under current logic"],"suggestedChange":"On first iteration (seen===null), filter current intents for audited options and call fireWake immediately if any qualify β€” then populate seen. This closes the startup blind spot with zero additional polling cost."},"issues":[{"scope":"agent","title":"Wrong templateHash β€” fixed at w18","detail":"Hardcoded hash in wake script filtered out all Option-Writer intents for 17 wakes. Self-corrected at w18 via take-option.ts --scan.","fix":"Done. Verify next wake does not report empty if Option-Writer has live intents."},{"scope":"agent","title":"Startup seed silently skips currently-open options","detail":"The newMatches pattern initializes `seen` with all current intents and returns without evaluating them. Any audited Option already in the book when the watcher arms β€” including ETH PUT #779 if still live β€” is blacklisted from firing a wake until a newer option appears.","fix":"On init (seen===null): check for currently-open intents passing isAuditedOption; if found, call fireWake before populating seen. No polling added."}],"assessment":"0 lifetime deals traced entirely to a wrong templateHash in the wake script β€” every Option-Writer intent was filtered before reaching audit for 17 wakes. Fixed at w18. But if ETH PUT #779 is still open, it is now in the watcher's `seen` set and won't trigger β€” the seed-on-first-iteration pattern creates a second consecutive miss on the same option."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":3797345,"w5Usd":1.15,"w5PctPool":1.5,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":712653,"w7Son":2373358,"hourly":[0,0.08,0.93,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.75,"realizedPnl":-3.24,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":34,"wakes":33,"firstWakeMs":1780947228000,"lastWakeMs":1781087640000,"ageMin":32,"lastWhy":"Stock legs must only trade during US market hours (13:30-20:00 UTC). sMSFT drift -$17.50 requires action but must wait f","repeatWakes":1,"avgGapMin":73,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098800000,"watching":"US market open 13:30 UTC β€” sMSFT rebalance (~$17.50)","armed":true,"nextFallbackMin":154}},"verdict":{"summary":"Prior: ETH PUT 779 posted at 08:55 (accept window 60min, closes ~09:55), sMSFT rotation stuck at 4 failed swaps (530/533/764/804). New since last summary: PUT 779 almost certainly expired unfilled β€” open_intents=0 at 10:51 UTC, no settlement recorded, Option-Taker (0 lifetime deals) never engaged in the 60min window. w31 correctly diagnosed root structural c","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet.","rootCause":{"class":"counterparty-starved","evidence":"PUT 779: posted 08:55, 60-min window, open_intents=0 at 10:51 = expired unfilled; Option-Taker lifetime deals = 0. sMSFT: swaps 530/533/764/804 all failed; w31 self-diagnosed 'LP only trades belt tokens'; Bear-Yosher (tech equities up conviction, 16 deals) is the only plausible sMSFT taker but has n"},"reasoningRead":"Sound and improving. w28 panic (encoding failure) was self-corrected at w29 with template validation. w31 correctly stopped reposting sMSFT after diagnosing LP structural constraint β€” avoided token burn on doomed swaps. w33 correctly gates stock legs to market hours (13:30–20:00 UTC). The agent is solving the right problems; the block is counterparty absence, not reasoning failure.","wakeTriggers":["Date.now() >= 2026-06-10T13:30:00Z (US market open for sMSFT rebalance)","Fallback: 13:40 UTC (+10min after open)","MISSING: no trigger on option book β€” if Option-Taker or Polymarket-Ljuba posts a taker intent for ETH options before 13:30, this agent sleeps through it"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed buyer for ETH/BTC options written by this agent; cash-settled PUT 779 was exactly on-mission for it","available":"armed, 105min fallback, but 0 lifetime d"},{"agent":"lp-maker-matheus","fit":"no","why":"Belt tokens only (ETH/BTC/USDC/sAAPL/sNVDA/SSV); confirmed non-taker for sMSFT swaps per w31 diagnosis","available":"active, 11 open quotes, 12/16 recent dea"},{"agent":"bear-yosher","fit":"maybe","why":"Tech equities UP conviction aligns with sMSFT long; has capacity (16 deals, ok health); 1 settled deal with this agent already","available":"ok health, active β€” but no evidence of s"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents; 2 deals, active β€” could have evaluated PUT 779","available":"ok health, 2 deals β€” unknown if it saw P"}],"reliableCounterparties":0,"missedOpportunities":"None on the taker side (agent is a maker for options and a buyer for stock/crypto swaps). On the option-writing side: PUT 779 was correctly priced (3% premium, 1% OTM, 2hr term) and went unfilled β€” the miss is Option-Taker's failure to engage, scoped fleet/core. sMSFT misses are structural: no counterparty exists regardless of timing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30 UTC US market open β€” correct gate for stock-token legs per mission rules","10-min fallback (13:40) ensures the wake happens even if the loop fires slightly late","Label clearly states the intent ('sMSFT rebalance ~$17.50') β€” unambiguous audit trail","Zero-LLM, deterministic time check β€” no hallucination risk in the watcher itself"],"lacking":["No option-book trigger: if Option-Taker or Polymarket-Ljuba opens a taker window for ETH options before 13:30, agent misses it entirely","Market-open wake will hit the same structural wall β€” sMSFT has no known taker; the wake is well-timed but the post-wake action is likely to fail again"],"suggestedChange":"Add a secondary trigger (or pre-wake check at 13:30) that evaluates whether any stock-token counterparty (Bear-Yosher open intents, Polymarket book) is present for sMSFT before reposting; if none, pivot the $17.50 Engine 2 slice to sAAPL (L"},"issues":[{"scope":"core","title":"Option-Taker never executes: option ecosystem one-sided","detail":"Option-Taker-Matheus has 0 lifetime deals despite being armed. PUT 779 (collateral $8, 3% premium, 60-min window) was a textbook on-mission fill β€” it expired untouched. This is a fleet-level blocker: Option-Writer cannot realize premium income without a functioning taker.","fix":"Diagnose Option-Taker: read its wake script and recent wakes to determine if it saw PUT 779 and rejected it (pricing logic?) or never evaluated it (watcher blind to option book). If blind, add an option-book trigger to its watcher."},{"scope":"agent","title":"Engine 2 sMSFT path permanently blocked without counterparty discovery","detail":"5 consecutive failed sMSFT swaps (530/533/764/804 + pending at 13:30). LP-Maker confirmed non-taker. Bear-Yosher is the only plausible counterparty (tech equities up) but has not filled stock tokens. Repeating the same swap post at market open is rational patience only if there's evidence a taker ex","fix":"At 13:30 wake, before posting sMSFT swap: check Bear-Yosher's open intents and recent activity for stock-token appetite. If no signal, redirect the $17.50 Engine 2 slice to sAAPL (LP-Maker fills it reliably) and note sMSFT as parked until a taker appears."}],"assessment":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83,0.29,1.22,2.16],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":31,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781087958000,"ageMin":27,"lastWhy":"sAAPL held in wallet but needsApproval=true β€” without approval, exit swap cannot execute. Approved preemptively before h","repeatWakes":18,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1974}},"verdict":{"summary":"w26 was the most actionable new wake: preemptive sAAPL approval (tx 0xf1458336…) ahead of Jun12 20:00 UTC horizon β€” correct operational move, removes exit friction. 'No misprice' signal held through w19–w26; with LP-Maker repricing the market fairly (11 quotes), this is increasingly credible rather than a blindspot. sAAPL position 0.085722 @ entry $290.62, e","badge":"HOLDING, APPROVAL DONE","confidence":"high","bottomLine":"No misprice has been found in 26 wakes β€” but this is the correct read given LP-Maker's fair pricing, not a sensor failure. The one live risk is exit liquidity at Jun12 20:00 UTC; LP-Maker is the only confirmed counterparty. The 1989-min fallback is engineered to give a D-24h window β€” deliberate, not lazy.","rootCause":{"class":"structural","evidence":"2 lifetime deals, both swap-type vs LP-Maker-Matheus. 0 taker trades on Options/BinaryBets. The mission is opportunistic price-relative to Polymarket; LP-Maker's recovery means the on-chain book is now fairly priced, legitimately starving the misprice signal. Deal volume is low by design."},"reasoningRead":"Sound and solving the right problem. w26 correctly identified that needsApproval=true would block the exit swap and approved preemptively β€” this is disciplined operational reasoning. The edge-erosion narrative (3.1% β†’ 1.5% per distribution convergence as horizon approaches) is quantitatively coherent and self-consistent across 8 consecutive wakes. No churn detected.","wakeTriggers":["sAAPL oracle price <= $277.34 (stop, -4%)","sAAPL oracle price >= $303.75 (forward, +4.8%)","blockchain time >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option intent appears in readOpenIntents","FALLBACK: Jun11 20:00 UTC (1781208000) β€” D-24h checkpoint before expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole confirmed exit counterparty for sAAPL swap; 11 active quotes including sAAPL","available":"armed, pidAlive, 11 open quotes β€” active"},{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC options that Polymarket-Ljuba evaluates for misprice; 13 settled deals","available":"armed, health ok"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets vs Polymarket implied β€” the primary taker-opportunity source; BinaryBet #current has 13m left","available":"armed, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents; some binary overlap possible if mispriced vs Polymarket","available":"armed, health ok, 31 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Options/BinaryBets evaluation: watcher does fire on new binary/option intents (readOpenIntents with kind filter), but whether the subsequent LLM wake correctly prices each one vs Polymarket distribution cannot be verified from wake logs alone. The Bear-Yosher BinaryBet (4 USDC β†’ 2.666666 USDC, 13m left) was on-book this cycle β€” watcher would have fired if it appeared after lastWak","wakeScript":{"wellReasonedForMission":true,"good":["Price-trigger logic (stop $277.34 / forward $303.75) correctly protects the live position in real-time at 60s cadence","Horizon-relative fallback (FALLBACK_MS = time-to-Jun11-20:00-UTC) is deliberately engineered as a D-24h exit-prep checkpoint, not an arbitrary long sleep","readOpenIntents with kind filter (binary/option/unknown) directly serves the taker-opportunity mission","horizonTs loaded from state.json with fallback constant β€” resilient to restart"],"lacking":["lastWakeBets is process-level memory (Set) β€” watcher restart loses the seen-set, risking a missed new-intent wake on the cycle immediately after restart","D-24h checkpoint (Jun11 20:00) leaves only 24h to find exit maker candidates if LP-Maker is unavailable β€” no secondary exit path flagged"],"suggestedChange":"Persist lastWakeBets to state.json on each poll iteration so watcher restarts don't reset the seen-set and risk missing a briefly-posted binary/option intent."},"issues":[{"scope":"agent","title":"lastWakeBets lost on watcher restart","detail":"The Set tracking seen intentIds lives in process memory. If the watcher process restarts (deploy, crash, redeploy), the first poll seeds lastWakeBets fresh and no new-intent fire triggers until the next cycle β€” a brief window of blindness.","fix":"On each poll, write lastWakeBets as an array to state.json and read it back on init before seeding the Set."},{"scope":"agent","title":"Single exit counterparty concentration","detail":"LP-Maker-Matheus is the only confirmed exit path for the sAAPL position (the one settled Swap deal). If LP-Maker's sAAPL quote is pulled or misaligned at Jun12 20:00 UTC horizon, there is no fallback exit maker identified. Realized PnL is $0.67 on $11.97 lifetime cost β€” exit matters.","fix":"At the D-24h wake (Jun11 20:00), the LLM should explicitly scan for alternative swap makers (Vulture, Swing-Nikita) and log their sAAPL liquidity as a contingency note in state.json."}],"assessment":"No misprice has been found in 26 wakes β€” but this is the correct read given LP-Maker's fair pricing, not a sensor failure. The one live risk is exit liquidity at Jun12 20:00 UTC; LP-Maker is the only confirmed counterparty. The 1989-min fallback is engineered to give a D-24h window β€” deliberate, not lazy."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":1,"balanceUsd":98.4,"realizedPnl":-1.61,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":136,"wakes":22,"firstWakeMs":1780939200000,"lastWakeMs":1781089136000,"ageMin":7,"lastWhy":"BTC most-underweight 24/7 leg at -7.4pp. Intent #831 expired (3rd BTC DCA attempt at this level). No favorable takes on ","repeatWakes":20,"avgGapMin":119,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intent #852 resolves (fill/expire) OR stocks market open 13:30 UTC","armed":true,"nextFallbackMin":144}},"verdict":{"summary":"Prior cycle: #777 expired (LP recovering), #831 re-posted at w21 09:53 UTC with LP-Maker live. This cycle: open_intents=1 β€” #831 is still open 58 min after posting, NOT filled yet. LP-Maker's live BTC quote is 12 USDC β†’ 0.0001964 BTC (rate 0.01637 BTC/USDC); #831 asks 7 USDC β†’ 0.0001143 BTC (0.01633 BTC/USDC) β€” rate is favorable for LP but lot-size mismatch ","badge":"WAITING ON FILL","confidence":"high","bottomLine":"Intent #831 (7 USDC β†’ 0.0001143 BTC) is still open 58 min post-posting. LP-Maker's closest BTC quote is 12 USDC β†’ 0.0001964 BTC β€” sizes don't align for a direct fill; historical fills from 0xBd6a…9863 (2/8 deals) suggest external takers are more reliable than LP-Maker for Rebalancer's 7 USDC slices. Watcher is correctly positioned for the next meaningful event.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker quotes 12 USDC lots; Rebalancer posts 7 USDC slices β€” size mismatch prevents direct fill. Only 1 of 8 settled deals was ↔ LP-Maker; 2 were ↔ 0xBd6a…9863 (external). #831 open 58 min with LP-Maker live but unfilled."},"reasoningRead":"Sound and on-mission. Agent correctly identified BTC as most-underweight 24/7 asset (-7.4pp), re-posted after #777 expired, and is patiently waiting. The logic is right; the sizing of the intent (7 USDC) vs LP-Maker's available quote lot (12 USDC) is a structural mismatch the agent cannot observe from its wake script. No churn β€” each wake has a clear decision point.","wakeTriggers":["ownIntentResolved fires when #831 fills or expires","Fallback: 2026-06-10T13:30 UTC stocks open (~159 min)","MISSING: no alert if LP-Maker drops quotes mid-wait (watcher is blind to quote book changes)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"BTC quotes live and rate favorable for LP, but lot-size mismatch (12 USDC quote vs 7 USDC intent) may block fill unless LP accepts partial a","available":"armed=true, 11 open quotes including BTC"},{"agent":"0xBd6a…9863","fit":"yes","why":"External address that settled 2/8 of Rebalancer's deals β€” most reliable historical counterparty for these BTC slice sizes","available":"unknown (external, not fleet)"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off near-sure fills; 7 USDC BTC at near-oracle rate is not mis-priced enough to attract Vulture unless it's also favorable","available":"armed=true, 31 deals active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent is a DCA poster (maker-side), not a taker. No open intents visible in prior wakes that matched its BTC/stock targets at favorable prices outside market hours.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger: ownIntentResolved(#831) OR stocks-open fallback β€” exactly the two events that would cause this agent to act","Fallback computed as max(STOCKS_OPEN - now, 5min) β€” prevents negative/zero fallback if clock skew","60s poll interval β€” at the lower bound but acceptable for an intent with a finite book lifetime","Zero-LLM watcher β€” correct for a patient DCA agent"],"lacking":["Watcher cannot detect LP-Maker quote withdrawal mid-wait β€” if LP-Maker's BTC quote disappears, #831 may expire without the agent knowing a counterparty gap open","No check for intent expiry time β€” if #831 expires before 13:30 UTC, the resolved-check fires the wake correctly, but the fallback label says 'stocks open' which"],"suggestedChange":"Add intent expiry timestamp to the label and log a warning if ownIntentResolved returns expired-vs-filled β€” helps the next wake distinguish 'expired, re-post' from 'filled, update portfolio state' without re-reading intent details."},"issues":[{"scope":"agent","title":"Slice size (7 USDC) doesn't align with LP-Maker's typical BTC quote lots (12 USDC)","detail":"LP-Maker's live BTC quote is 12 USDC β†’ 0.0001964 BTC; Rebalancer posts 7 USDC slices. This mismatch has caused #777 and now #831 to sit unfilled for 58+ min despite LP-Maker being live. Historical fills came from 0xBd6a…9863, not LP-Maker.","fix":"In CLAUDE.md, note that BTC slice size should be calibrated to LP-Maker's quote lots (e.g. round up to 12 USDC or check active quote amounts before sizing the intent) β€” or accept that external takers (0xBd6a…9863) are the real counterparty for sub-12 USDC BTC fills."},{"scope":"core","title":"Watcher has no visibility into whether a compatible quote exists before the intent expires","detail":"ownIntentResolved only fires on fill/expiry β€” watcher cannot detect mid-wait that LP-Maker's matching quote was withdrawn, leaving #831 to expire without early re-action.","fix":"SDK: expose a checkQuoteExists(asset, minAmount) helper in the watch loop so patient intents can detect counterparty dropout before expiry and fire an early wake to re-size or re-post."}],"assessment":"Intent #831 (7 USDC β†’ 0.0001143 BTC) is still open 58 min post-posting. LP-Maker's closest BTC quote is 12 USDC β†’ 0.0001964 BTC β€” sizes don't align for a direct fill; historical fills from 0xBd6a…9863 (2/8 deals) suggest external takers are more reliable than LP-Maker for Rebalancer's 7 USDC slices. Watcher is correctly positioned for the next meaningful event."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":2544080,"w5Usd":2.37,"w5PctPool":1,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":2544080,"w7Son":2544080,"hourly":[0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.67,0.04,0.21,0.24,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781081367866,"containerAgeMin":136,"wakes":27,"firstWakeMs":1780948343000,"lastWakeMs":1781081821000,"ageMin":129,"lastWhy":"Market hours rule: sAAPL/sNVDA/sMSFT swaps market hours only. Current time 04:57 AM ET, ~4.5h before open.","repeatWakes":22,"avgGapMin":97,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781100000537,"watching":"market open 13:30 UTC 2026-06-10 (09:30 AM ET)","armed":true,"nextFallbackMin":174}},"verdict":{"summary":"Pre-open hold remains correct and well-staged. Watcher armed (pidAlive=true, nextFallbackMin=189) for epoch 1781098200 (13:30 UTC open); 9.00 USDC free, 0.004928 sNVDA held. LP-Maker is now live with sNVDA quotes β€” the single blocking counterparty from last summary is resolved. The pre-open hold is NOT a missed opportunity: CLAUDE.md enforces market-hours-on","badge":"PRE-OPEN STAGED","confidence":"high","bottomLine":"Stacker is correctly dormant pre-market with 9.00 USDC ready and watcher armed for 13:30 UTC. LP-Maker's live sNVDA quotes do not alter the market-hours constraint β€” the hold is CLAUDE.md-correct. At open, all conditions for the first DCA slice align: free budget, armed watcher, live LP counterparty.","rootCause":{"class":"structural","evidence":"Market-hours rule (sNVDA 09:30–16:00 ET per CLAUDE.md) is the only reason no slice posted since intent 753 expired 06:56 UTC. Both lifetime settled deals are Swap ↔ LP-Maker-Matheus. No mispricing or mission deviation detected."},"reasoningRead":"Sound and solving the right problem. w22–w26 show consistent pre-market reasoning: identify hours constraint, confirm budget state, re-arm for open β€” no churn on the actual decision. The 22/27 repeat-wake rate (81%) is expected for a patient time-gated DCA. The agent is not re-deriving the same trade; it is correctly sleeping.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) β€” 30s poll loop fires fireWake()","fallback: 14:00 UTC (30 min past open) if poll fires but missed"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals. Now armed=true, pidAlive=true, 11 open quotes including sNVDA β€” confirmed live and willing.","available":"live"},{"agent":"vulture-andrew","fit":"no","why":"Vulture takes mispriced intents; Stacker posts at oracleΓ—0.99 which is fair, not baitable.","available":"active but wrong role"}],"reliableCounterparties":1,"missedOpportunities":"None. sNVDA is market-hours-only per CLAUDE.md; LP-Maker quoting sNVDA pre-market does not create a tradeable window. No sweepable sell-side was present during wakes w21–w26.","wakeScript":{"wellReasonedForMission":true,"good":["Targets epoch 1781098200 precisely β€” no drift risk vs last summary's target","30s poll granularity catches open within one tick β€” appropriate for a time-gated trigger","30-min fallback (14:00 UTC) ensures slice still fires early in session if fireWake() edge-case misses","Zero LLM in watcher β€” pure time logic, no book dependency (correct: Stacker doesn't need the book to decide when to wake)","No sell-side monitoring pre-market β€” deliberate and correct given hours constraint"],"lacking":["No LP-Maker liveness probe at poll time β€” if LP goes dark between now and 13:30, watcher fires into an empty book and the LLM wake burns $1.23 discovering it"],"suggestedChange":"At the poll step, add a lightweight on-chain read of LP-Maker's sNVDA open intent count; if 0 at open, emit a warning flag in fireWake() label so the LLM wake can short-circuit rather than posting a bid into an empty book."},"issues":[{"scope":"agent","title":"No LP liveness check before firing at open","detail":"Wake fires at epoch 1781098200 regardless of whether LP-Maker has sNVDA sell-side liquidity. If LP goes dark in the ~3h window, the $1.23 wake is wasted posting a bid that can't fill.","fix":"Add a single on-chain sNVDA open-intent count check inside the poll loop; only fireWake() if count > 0 OR time is >5min past open (to avoid indefinite hold if LP is briefly slow)."}],"assessment":"Stacker is correctly dormant pre-market with 9.00 USDC ready and watcher armed for 13:30 UTC. LP-Maker's live sNVDA quotes do not alter the market-hours constraint β€” the hold is CLAUDE.md-correct. At open, all conditions for the first DCA slice align: free budget, armed watcher, live LP counterparty."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31,0,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":136,"wakes":17,"firstWakeMs":1780924988000,"lastWakeMs":1781081455000,"ageMin":135,"lastWhy":"sNVDA double-blocked: no position to sell + market hours. No buy-dip above 1.5% threshold. One deliberate action: wait.","repeatWakes":9,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105400000,"watching":"13:30 UTC US market open OR crypto buy-dip β‰₯1.5% (BTC/ETH/SSV)","armed":true,"nextFallbackMin":264}},"verdict":{"summary":"Disciplined fade trader correctly resting until US market open (13:30 UTC June 10) to reassess sNVDA +2.57% sell-strength signal. Watcher well-reasoned (fires at market open, hard fallback 15:30 UTC). No deals in 5h, but NOT churning β€” correctly waiting on zero position + market hours constraints. CRITICAL: sole counterparty (LP-Maker-Matheus) offline 919 mi","badge":"Awaiting market open","confidence":"high","bottomLine":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior settled deals routed 100% via LP-Maker-Matheus (offline 919 min, crashed). sNVDA +2.57% signal blocked by zero position + market hours (closed until 13:30 UTC). SSV intent 0x289 (w11) expired unfilled; market liquidity too thin."},"reasoningRead":"Sound and on-mission. Fades dislocations one slice per wake (172m avg gap). Recognizes 1.5% threshold, respects churn guard (w12 no-repost-until-expiry), applies playbook rules (w13 'no tiny unfillable reposts'). NOT re-deriving the same move β€” wakes are spaced, each observes fresh market state. Correctly waiting for market open; not stuck.","wakeTriggers":["US market open 13:30 UTC June 10 (reassess sNVDA +2.57% signal)","Hard fallback 15:30 UTC (~7h, market close)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 prior settled deals; natural swap counterparty for fade trader.","available":"OFFLINE 919 min (crashed, core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.57% signal awaiting market open (13:30 UTC) to reassess β€” correct waiting, not a miss yet. SSV intent 0x289 (w11) expired unfilled; market liquidity constraint, not agent signal quality.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (13:30 UTC), when sNVDA signal can be reassessed β€” actionable trigger tied to mission, not liquidity proxy","Correct cadence (172m avg gap, patient one-slice-per-wake discipline; 7h fallback)","Zero-LLM, simple time check; no book-pinging or spurious reruns","Hard fallback (15:30 UTC) ensures agent doesn't ghost if market-open event is missed"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for current constraints. Agent should reassess at market open: deploy USDC into sNVDA fades, or hold for other opportunities."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 919 min β€” core SDK promise-drop bug","detail":"Swing-nikita's sole counterparty (100% of settled deals) crashed 919 min ago. Core SDK armWatcher promise-drop uncaught. Blocks all swaps, even when signal presents.","fix":"Resolve armWatcher promise-drop in core/sdk/scripts/wake-watch.js; restart LP-Maker-Matheus."}],"assessment":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":92,"msgs":1852,"total":106579471,"totalUsd":51.06,"w5":51661545,"w5Usd":29.99,"w5PctPool":20.7,"w7":106579471,"w7Usd":51.06,"w7PctPool":4.4,"w5Son":43820920,"w7Son":65120278,"hourly":[2.72,9.79,13.98,3.51,0,0,0.67,2.47,0.13,1.79,0,1.56,0,0.51,0,1.03,0.11,0,0.15,0.43,1.15,0,0.66,1.76],"lastWake":{"ts":"2026-06-10T11:04:32.003Z","tokens":431713,"usd":0.36,"msgs":11}},"onchain":{"deals":31,"openIntents":5,"balanceUsd":97.61,"realizedPnl":-2.39,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781089507544,"containerAgeMin":1,"wakes":60,"firstWakeMs":1780945920000,"lastWakeMs":1781088210000,"ageMin":22,"lastWhy":"Playbook: rivals below 1% floor + my TTL longer β†’ hold 1.8% beats cancel+repost at 1%. No valid rebalance. No takeable n","repeatWakes":30,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781095409130,"watching":"new edge β‰₯1%, pre-expiry, or 2h fallback","armed":true,"nextFallbackMin":98}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."},"overBudget":{"pct":20.7,"capPct":10}}],"unattributed":{"sessions":847,"tokens":131839297,"usd":67.99,"w5":17320989,"w5Usd":7.28,"hourly":[1.7,1.44,1.17,2.44,0.53,2.28,2.4,3.68,3.58,2.18,2.19,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.61,0.45,0.47,0,2.42,1.69]},"boardOverhead":{"sessions":1353,"tokens":30072352,"usd":62.34,"w5":3089573,"w5Usd":5.75,"hourly":[1.32,1.24,1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,0.76,1.06]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":666903818,"grandUsd":388,"grandSessions":2618,"attributedTokens":504992169,"unattributedTokens":131839297,"boardTokens":30072352,"reassembledTokens":666903818,"tokensBalance":true,"attributionPct":79.3,"multiMatchSessions":99,"sessionsScanned":2273,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":30025,"dedupedMsgs":12472,"rawTokens":1533254013,"dedupedTokens":666903818,"dupRatio":2.299}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T11:04:20.930Z","swarm":{"headline":"LP BACK, INDEX DARK","funnel":{"posted":852,"settled":91,"conversionPct":10.7,"byTemplate":{"Swap":64,"BinaryBet":14,"Option":13}},"liquidityMap":[{"market":"Swap hub (ETH/BTC/sAAPL/sNVDA/","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus ⇄ Stacker-Massimo / Swing-Nikita / Rebalancer-Lior","status":"ACTIVE β€” 12/16 recent deals through LP hub; armed=true, nextFallbackMin=6, 11 op"},{"market":"Binary (BTC-ABOVE/BELOW)","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"ISOLATED, WORKING β€” 14 settled (11 Bear↔Mimic); self-contained, no LP dependency"},{"market":"Options (ETH PUT/CALL)","flow":"Option-Writer β†’ Option-Taker","status":"UNPROVEN β€” hash fixed w18, 0 lifetime taker fills; PUT 779 expired before fix co"},{"market":"Index (synthetic indices)","flow":"index-maker ↔ index-taker","status":"DARK β€” wake_script_source=null both sides, 0 wakes ever, 4+ consecutive cycles u"},{"market":"External liquidity","flow":"0xBd6a…9863 β†’ Rebalancer-Lior / Vulture-Andrew","status":"OPPORTUNISTIC β€” 3 recent deals (2Γ— Rebalancer, 1Γ— LP-Maker); unmanaged, not reli"}],"causalLinks":[{"cause":"LP-Maker-Matheus recovered (armed=true, nextFallbackMin=6, pidAlive=false but watcher live)","effect":"12/16 recent deals now route through LP hub β€” Vulture (6Γ—), Stacker, Swing, 0xb591 all filled since recovery; per-agent ","evidence":"Recent deal list confirms 6Γ— Vulture↔LP, 1Γ— Stacker↔LP, 1Γ— Swing↔LP, 1Γ— 0xb591↔LP; open book shows 5 active LP quotes; orient context confirms 11 open quotes"},{"cause":"armWatcher promise-drop bug in core SDK","effect":"LP-Maker-Matheus lost watcher at w44 (06-09T17:19Z) despite 60-min fallback set β†’ 931-min outage cascading into counterp","evidence":"LP-Maker: last wake w44, last deal #64 at w42 16:26Z, 0 tokens in 5h, armed=false during outage; Bear-Yosher: duplicate bets at 04:09 UTC repaired in w31"},{"cause":"Option-Taker hardcoded wrong templateHash through w1–w17","effect":"Every Option-Writer intent filtered before audit step; PUT 779 (posted 08:55 UTC, 60-min window) expired unfilled; Optio","evidence":"option-taker summary: hash corrected at w18 to 0xb3d66f…; open_intents=0 at 10:51 UTC confirms PUT 779 expired; option-taker settled_deals=0 lifetime"},{"cause":"Rebalancer-Lior posts 7 USDC lots; LP-Maker minimum is 12 USDC","effect":"Intent #831 (7 USDC β†’ 0.0001143 BTC) unfilled for 58+ min despite LP live and rate favorable (Rebalancer 0.01633 vs LP 0","evidence":"Open book: LP quotes 12 USDC β†’ 0.0001964 BTC; #831 still open; only 1/8 Rebalancer settled deals was ↔ LP-Maker directly"},{"cause":"index-maker and index-taker both have wake_script_source=null, never deployed","effect":"Zero index market activity across all 852 posted intents and 91 settled deals β€” entire synthetic-index vertical absent","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes ever, $0 lifetime tokens β€” symmetric across 4+ consecutive cycles"},{"cause":"Binary cluster (Bear-Yosher ↔ Mimic-Ljuba) is self-contained with no LP dependency","effect":"Binary market continued operating normally through LP-Maker's 931-min outage; 14 settled BinaryBets unaffected","evidence":"mimic-ljuba: deal #84 taken at w45 immediately on qualifying signal; bear-yosher: 14 settled, duplo incident repaired w31, no LP involvement in any BinaryBet"}],"insights":[{"severity":"critical","title":"Index ecosystem never deployed β€” 4+ cycles, zero activity, entire vertical missing","detail":"index-maker and index-taker: wake_script_source=null, 0 wakes ever, $0 lifetime tokens. Symmetric null state rules out single-agent failure or deliberate sequencing. No index intents appear in any of the 852 posted.","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null across every observed cycle; settled_deals=not-indexed","scope":"core","fix":"Deploy wake scripts for both index-maker and index-taker simultaneously β€” one-sided launch reproduces starvation; the pair must go live together"},{"severity":"critical","title":"armWatcher promise-drop: systemic core bug behind LP's 931-min crash and Bear's duplicate posts","detail":"Core SDK fails to guarantee fallback timer registration β€” LP-Maker's w44 60-min fallback was swallowed (06-09T17:19Z), causing a 931-min outage; same bug double-fired Bear-Yosher at w29b/w30. Two distinct agents, same failure mode. Agent wake-scripts are sound in both cases β€” the platform failed delivery.","evidence":"LP-Maker: w44 last wake, armed=false through entire outage despite fallbackMs=3600000; Bear-Yosher: simultaneous wakes at 04:09:00 UTC on single trigger, duplicate repaired w31","scope":"core","fix":"Atomically register fallback timer before armWatcher returns; add liveness re-arm: if agent process alive but watcher state absent, auto-rearm with original fallback"},{"severity":"warn","title":"Option-Taker hash fix unproven β€” 0 lifetime deals, next write is the real test","detail":"Hash corrected at w18 (0xb3d66f…) and agent re-armed (nextFallbackMin=90). But PUT 779 expired before fix engaged. Fix is plausible; unvalidated until Option-Writer posts next option and Option-Taker fills within the acceptance window. 'Seed risk' badge from summary also unresolved.","evidence":"option-taker: 0 lifetime settled deals; PUT 779 posted 08:55 UTC, 60-min window, open_intents=0 at 10:51 = expired unfilled; fix at w18","scope":"fleet","fix":"Monitor option-taker next wake after Option-Writer's next post; confirm audit step finds intent and taker engages; also resolve reported seed risk"},{"severity":"warn","title":"Rebalancer lot-size (7 USDC) structurally incompatible with LP minimum (12 USDC)","detail":"Intent #831 open 58+ min with LP live, rate favorable. Size mismatch is the sole blocker. External 0xBd6a fills 2/8 Rebalancer deals opportunistically but is unreliable as a primary counterparty.","evidence":"Open book: #831 = 7 USDC β†’ 0.0001143 BTC; LP quote = 12 USDC β†’ 0.0001964 BTC; rebalancer: 1/8 settled deals ↔ LP directly","scope":"fleet","fix":"Rebalancer-Lior: raise slice size to β‰₯12 USDC to align with LP lot minimum; or LP-Maker: add partial-fill support for BTC swap template"},{"severity":"warn","title":"10.7% conversion with 82% of fleet spend in 2 agents β€” efficiency gap during LP outage","detail":"852 posted, 91 settled (10.7%). Vulture $29.64/5h + LP-Maker $26.4/5h = $56.04/5h β‰ˆ 82% of fleet spend. During LP's 931-min outage, significant Vulture and LP token burn was unproductive (8 Vulture intents stalled 20–40 min, LP 0 tokens in 5h).","evidence":"Funnel: 852/91; orient focusAreas cite burn figures; vulture: 8 open intents unfilled during outage; lp-maker: 0 tokens in 5h window","scope":"fleet","fix":"Instrument deal-per-dollar by agent per cycle; review Vulture's baiting quota and LP's quote cadence in thin-book / LP-offline scenarios to reduce unproductive burn"},{"severity":"ok","title":"LP-Maker fully recovered β€” hub active, Stacker and Swing staged for 13:30 UTC market open","detail":"Armed=true, 11 open quotes across ETH/BTC/sAAPL/sNVDA/sMSFT/SSV, 12/16 recent deals routed through LP. Stacker-Massimo (9 USDC free, sNVDA held) and Swing-Nikita (sNVDA signal +2.57%) both armed and waiting for 13:30 UTC open β€” LP now live to fill both.","evidence":"Recent deals: 6Γ— Vulture↔LP, 1Γ— Stacker↔LP, 1Γ— Swing↔LP since recovery; stacker: nextFallbackMin=176 for epoch 1781098200; swing: nextFallbackMin=266","scope":"fleet","fix":"Verify quote stability through market open; monitor armWatcher cycle does not repeat promise-drop at next re-arm"}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher promise-drop: atomically register fallback before returning; add re-arm liveness check β€” highest-leverage fix, eliminates root cause of LP's 931-min crash and Bear's duplicate-post incident"},{"scope":"core","action":"Deploy index-maker and index-taker wake scripts simultaneously β€” 4+ cycles of zero activity, entire index vertical absent from all 852 posted intents"},{"scope":"fleet","action":"Monitor Option-Taker next wake after Option-Writer's next option post β€” w18 hash fix unvalidated; 0 lifetime fills; first successful fill proves the fix"},{"scope":"fleet","action":"Align Rebalancer-Lior slice size to β‰₯12 USDC to match LP minimum lot β€” intent #831 currently orphaned despite favorable rate and live LP"},{"scope":"fleet","action":"At 13:30 UTC market open, verify Stacker-Massimo and Swing-Nikita both engage LP's live sNVDA quotes β€” both agents correctly staged, LP now the only remaining dependency"}],"at":"2026-06-10T11:06:58.763Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE","healthDelta":"Major positive delta: LP-Maker-Matheus is fully recovered (armed=true, pidAlive=true, 11 open quotes, hub of 12/16 recent deals), directly contradicting last run's per-agent summary of 'offline 931 min' β€” the headline 'LP BACK, FLEET THAWING' has materialized into active deal flow across Vulture (31","focusAreas":["LP-Maker recovery is real and load-bearing: 12/16 recent deals route through it, 11 active quotes across ETH/BTC/sAAPL/sNVDA/sMSFT/SSV β€” verify quote stability and no gap in coverage since w28","Index pair blackout: index-maker and index-taker both armed=false, pidAlive=false, 0 wakes ever across 3+ cycles β€” chronic undeployed scripts, not a transient crash","Option ecosystem asymmetry: Option-Writer has 13 settled deals; Option-Taker has 0 lifetime deals despite being armed (105min fallback) β€” Option-Taker may be systematically missing or mis-filtering Op","High combined burn: Vulture $29.64/5h + LP-Maker $26.4/5h = $56.04/5h (~82% of fleet spend); deal-per-dollar quality check warranted given 91 total settled vs 851 posted (10.7% conversion)","Bear-Yosher BinaryBet (4 USDC β†’ 2.666666 USDC, 13m left in book) with Mimic-Ljuba as its confirmed counterparty β€” does Mimic evaluate it before expiry?","Rebalancer-Lior intent #831 (7 USDC β†’ 0.0001143 BTC) has only 5m left β€” LP-Maker BTC quotes are live but amounts may not align for a direct fill"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker now live and 11 active swap quotes in the book, has arb-hunter's fill rate improved beyond its historical 2/111 (1.8%), and did the most recent wake find any actionable binary or swap edge β€” or is the book still too thin on bi","bear-yosher":"Bear's open BinaryBet (4 USDC β†’ 2.666666 USDC, 13m remaining) is in the live book β€” did Mimic-Ljuba evaluate and take it, did it expire unfilled, or is it still pending, and what does the outcome reveal about the BinaryBet fill pipeline?","index-maker":"Still no watcher script deployed (armed=false, pidAlive=false, 0 wakes, $0 burn across all observed cycles) β€” is this an intentional hold or an orchestrator deployment bug that needs a core CTA?","index-taker":"Mirror question to index-maker: both sides of the index market are dark with no watcher ever deployed β€” is the dual blackout a deliberate sequencing decision (taker waits for maker) or an independent deployment failure?","lp-maker-matheus":"Prior summary said 'offline 931 min' but current data shows armed=true, 11 open quotes, hub of 12/16 recent deals, last_wake=28min ago β€” confirm the recovery is stable: are all major pairs quoted (ETH/BTC/sAAPL/sNVDA/sMSFT/SSV), and is ther","mimic-ljuba":"Bear-Yosher's open BinaryBet (4 USDC β†’ 2.666666 USDC) is live in the book β€” does it meet Mimic's β‰₯3pp edge floor, and did Mimic's last wake (33min ago, 80min fallback) evaluate and act on it before it expires?","momentum-nikita":"456-min fallback puts the next mandatory wake ~7.5h out β€” with BTC/ETH having moved and LP-Maker back live, is the momentum field still flat (no leadership separation), or did the last wake at w12/30min ago find a new signal that justifies ","option-taker-matheus":"Option-Taker has 0 lifetime deals despite Option-Writer posting 13 settled deals and actively writing new options (ETH PUT #779 posted ~10:05 UTC) β€” did Option-Taker's most recent wake successfully locate and audit any of Option-Writer's li","option-writer-matheus":"Engine 2 sMSFT rotation was stuck (swaps 530/533/764/804 all failed); and ETH PUT #779 was posted at w29 (~10:05 UTC) β€” has #779 been taken by Option-Taker or anyone, and has Engine 2 found an unblocked path to sMSFT exposure since LP-Maker","polymarket-ljuba":"1991-min fallback (33+ hours) is the longest in the fleet β€” with LP-Maker back and 11 active quotes repricing the market, is Polymarket-Ljuba's 'no misprice' signal still holding, and is the 1991-min sleep interval a deliberate design choic","rebalancer-lior":"Intent #831 (7 USDC β†’ 0.0001143 BTC) has ~5 minutes left in the book; LP-Maker's live BTC quotes are 0.00003 BTC β†’ 1.85 USDC and 12 USDC β†’ 0.0001964 BTC β€” did #831 fill, and if not, is the sizing mismatch between Rebalancer's intent and LP-","stacker-massimo":"US market opens at 13:30 UTC (~3.2h from last run); prior summary shows Stacker armed for epoch 1781098200 with LP-Maker now live and sNVDA quotes active β€” is Stacker's pre-open hold correct given LP-Maker already quotes sNVDA, and will it ","swing-nikita":"Swing is resting until US market open 13:30 UTC (281-min fallback), sNVDA +2.57% sell signal was flagged last summary β€” with LP-Maker now live and sNVDA actively quoted, is the signal still valid at current oracle price, and is the watcher ","vulture-andrew":"Vulture is the highest burner at $29.64/5h with 31 deals and 6 open intents β€” now that LP-Maker is live, have the rebalance buys (intents 762/763) been filled, and is the burn rate generating proportionate P&L or is Vulture over-posting rel"},"ctas":[{"scope":"core","text":"Deploy wake script for index-maker: 0 wakes across all observed cycles, armed=false, $0 burn β€” this is an orchestrator deployment gap, not an agent logic issue; unblocking it also unblocks index-taker"},{"scope":"agent","text":"index-taker: same as index-maker β€” deploy wake script; consider sequencing so index-taker boots only after index-maker has posted at least one IndexBasket intent"},{"scope":"agent","text":"Option-Taker-Matheus: 0 lifetime deals despite Option-Writer's 13 β€” audit option-taker's filtering/discovery logic against a live Option-Writer intent (e.g. ETH PUT #779) to find the systematic miss"},{"scope":"agent","text":"Polymarket-Ljuba: 1991-min fallback (~33h) is dangerously long for a price-arbitrage agent β€” cap fallback at 60–120 min so it can react to LP-Maker repricing events without waiting over a day"},{"scope":"fleet","text":"Verify LP-Maker-Matheus recovery stability: prior per-agent summary was stale by 931 min at last run β€” confirm Step-2 picks up the live state (11 quotes, deals flowing) and reconciles the contradictio"},{"scope":"fleet","text":"Binary market liquidity: Bear-Yosher posts BinaryBets but only Mimic-Ljuba reliably takes them (11/15 deals) β€” monitor whether Bear's current open bet (expiring ~10:22 UTC) fills to assess if binary t"}],"at":"2026-06-10T10:51:46.810Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T12:08:57.965Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":100.39,"used7d":null,"used7dUsd":413.48,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":63.6,"estPct7d":29.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":180.6,"estPct7d":70.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":168.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":53.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":134661868,"w7":479262033,"tot":479262033},"haiku":{"w5":24229719,"w7":222813737,"tot":222813737}},"fleet":{"agentsUp":12,"lifetimeTokens":702095581,"lifetimeUsd":413.48,"sessions":2692,"deals":93,"openIntents":21,"totalIntents":889},"oracle":{"USDC":1,"ETH":1622.18,"BTC":61078.34,"SSV":2.01,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T12:05:27.663Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":11,"msgs":212,"total":9755050,"totalUsd":5.04,"w5":3196287,"w5Usd":1.95,"w5PctPool":1.3,"w7":9755050,"w7Usd":5.04,"w7PctPool":0.4,"w5Son":3196287,"w7Son":7640835,"hourly":[1.51,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T12:08:40.216Z","tokens":1118140,"usd":0.72,"msgs":23}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99.75,"realizedPnl":-0.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":94,"wakes":135,"firstWakeMs":1780927992000,"lastWakeMs":1781093400000,"ageMin":-1,"lastWhy":"No binary bet has CEX taker side in money. No fundable swap edge >=10bps. BTC needs +$2,550 rally (+4.2%) to flip taker ","repeatWakes":125,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781094356290,"watching":"new intent >#884, OR binary bet in 30-min settlement window with CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Fill rate recovered from 1.8% (2/111 wakes) to ~9% in post-LP-recovery wakes (4/134 total; 2 fills in ~22 post-recovery wakes: w128 SSV swap +35bps, w131 ETH swap +22bps). The Vulture-Andrew deal (w128) confirmed a genuine arb edge: arb-hunter's CEX feed showed +35bps on an SSV intent Vulture had posted β€” arb-hunter took it profitably, portfolio grew $99.82β†’","badge":"RECOVERING WELL","confidence":"high","bottomLine":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal.","rootCause":{"class":"counterparty-starved","evidence":"2/4 settled deals ↔ LP-Maker-Matheus; 1 ↔ Vulture-Andrew; 1 prior. With LP back, fill rate jumped 5Γ— in recent wakes. w132–w135 waits: BTC needs +$2,550 (+4.2%) rally, SSV gap real but no matching intent, binaries deeply OTM β€” thin-book periods, not agent failure."},"reasoningRead":"Sound and correctly scoped. Agent quantifies every pass ('BTC needs +$2,550 rally') and advances HIGH_WATER each wake (851β†’884) without phantom fires. The Vulture-Andrew SSV take at +35bps was CEX-confirmed before execution β€” exactly what the mission requires. No churn: waits are justified by cited numbers, fills have measured edge. Solving the right problem.","wakeTriggers":["New intent ID > HIGH_WATER=884 posted to open book","Binary bet within 30–1800s of settlement AND CEX taker margin β‰₯0.5%","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 2/4 deals, 12 active quotes now live","available":"ACTIVE β€” 12 open quotes"},{"agent":"vulture-andrew","fit":"yes","why":"Posted SSV swap arb-hunter took at +35bps (w128); Vulture posts sharp intents arb-hunter can CEX-confirm","available":"ACTIVE β€” 5 open intents, 32 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets on BTC/ETH β€” arb-hunter's primary binary surface; bear's open bet (28m left) is deeply OTM so no current edge","available":"ACTIVE but current bet OTM"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts/takes BinaryBets; potential binary counterparty if near-decided","available":"Last woke 93 min ago"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. SSV +69bps gap at w129 was real but 'book has no intent with receivable-asset matching' β€” not a miss, correctly skipped. Watcher blind to CEX feed for SSV/non-BTC-ETH assets (oracle map covers only BTC/ETH), so any SSV binary edges are unmeasurable until that changes.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern correctly prevents re-firing on stale intents β€” advances every wake (851β†’884 over 7 wakes shown)","Binary check uses terms.expiry (settlement time), not posting expiry β€” correctly distinguishes when the bet resolves","CEX fetch gated by MIN_CEX_MARGIN_PCT=0.5% β€” prevents noise fires on negligible gaps","Zero-LLM, 30-min fallback, baseline-on-first-poll pattern is clean"],"lacking":["ORACLE_SYMBOL map covers only BTC/ETH β€” SSV/sAAPL/sNVDA/sMSFT binary bets with those oracles would be skipped silently even if near-decided and profitable"],"suggestedChange":"Expand ORACLE_SYMBOL to include SSV (and any stock oracle addresses) so binary near-expiry checks cover the full book, not just BTC/ETH β€” current gap means the watcher is blind to an entire binary surface segment."},"issues":[{"scope":"agent","title":"ORACLE_SYMBOL map incomplete β€” misses SSV and equity binaries","detail":"watcher only maps BTC and ETH oracle addresses; SSV/sAAPL/sNVDA/sMSFT binary bets near settlement will never trigger a fire, even if +5% in-the-money on CEX","fix":"Add SSV and equity oracle addresses to ORACLE_SYMBOL in current.ts; fetch SSV price from a liquid CEX endpoint (e.g. Coinbase or Binance SSV-USD) and equity proxies if available"},{"scope":"agent","title":"Realized PnL -$0.28 on 4 small fills (~$8-$25 notional each)","detail":"Token cost ($3.53 lifetime) is comparable to deal profit at current fill sizes; each fill is 4–8 USDC notional. Not a bug, but fill size is at the floor of economic viability","fix":"No immediate fix needed β€” portfolio mark is up $12; but if LP-Maker posts larger quotes, agent should confirm its per-fill cap (25% of portfolio) scales up with portfolio growth rather than staying anchored to old values"}],"assessment":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":4645020,"w5Usd":3.27,"w5PctPool":1.9,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":4645020,"w7Son":25523930,"hourly":[0,0,1.5,0,1.77,1.09,0.76,0.8,2.65,1.69,2.45,0.7,3.54,0.16,0,0,0.22,0.24,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":47.64,"realizedPnl":-1.69,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":53,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":52,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":true,"nextFallbackMin":193}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fifth consecutive cycle of flat null state: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. No change whatsoever from prior summary. The data provided contains zero new evidence β€” no file timestamps, no config delta, no external trigger β€” to distinguish deliberate hold from deployment failure. The pair","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Five cycles, zero movement: null wake_script_source means the orchestrator has never pushed a script to this agent. With index-taker in the same state, neither side of the IndexBasket market exists. This is not a crash β€” nothing has ever run.","rootCause":{"class":"structural","evidence":"wake_script_source=null across 5 cycles; wakes=0 lifetime; $0 tokens lifetime; index-taker identically undeployed β€” no IndexBasket intents ever posted, no counterparty ever online"},"reasoningRead":"N/A β€” no reasoning has ever executed. The agent has never woken.","wakeTriggers":["MISSING: no wake script deployed β€” nothing fires"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty β€” takes SHORT side of LONG IndexBasket intents this agent would publish","available":"also armed=false, pidAlive=false, never "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; watcher blind to book by virtue of never running","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists β€” wake_script_source is null; cannot assess fit-to-mission","No fallback timer set β€” nextFallbackMin=null confirms orchestrator has not scheduled even a bootstrap run"],"suggestedChange":"Deploy a wake script: a cadence-based trigger (e.g. every 30-60 min) that checks open IndexBasket intents on this address, posts one LONG basket if none open, and publishes the verified contract source to the indexer. That unblocks index-ta"},"issues":[{"scope":"agent","title":"Wake script never deployed β€” agent has never run","detail":"Five cycles, wake_script_source=null, 0 wakes, $0 tokens. The orchestrator has not pushed a script to index-maker at any point. This is a deployment gap, not a runtime failure.","fix":"Author and deploy current.ts for index-maker; a minimal version posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) and publishes verified source to the indexer on a 30-60 min cadence with a fallback."},{"scope":"agent","title":"index-taker identically undeployed β€” both ecosystem sides absent simultaneously","detail":"No IndexBasket market can form until both maker and taker are live. Deploying only one side produces orphaned intents.","fix":"Deploy index-maker and index-taker together in the same orchestrator push so the counterparty pair exists from first wake."}],"assessment":"Five cycles, zero movement: null wake_script_source means the orchestrator has never pushed a script to this agent. With index-taker in the same state, neither side of the IndexBasket market exists. This is not a crash β€” nothing has ever run."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"5th consecutive cycle of identical null state: wake_script_source=null, armed=false, pidAlive=false, 0 wakes ever, $0 lifetime tokens, settled_deals='not-indexed'. Prior summary established the symmetry argument β€” 'if taker-waits-for-maker were the logic, maker would have deployed first.' That conclusion now has 5 cycles of reinforcement. Index-maker is equa","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has never woken (0 wakes, $0 lifetime tokens across 5 observed cycles, wake_script_source=null). Its sole counterparty, index-maker, is identically undeployed β€” symmetric null state for both rules out deliberate sequencing. This is a deployment failure requiring manual intervention for both agents.","rootCause":{"class":"structural","evidence":"wake_script_source=null for 5 consecutive cycles; armed=false, pidAlive=false; 0 lifetime tokens; 0 wakes; index-maker (sole counterparty, fit=yes) identically undeployed with same null metrics β€” symmetric silence across both agents in the pair eliminates 'taker waits for maker' sequencing logic as "},"reasoningRead":"No reasoning has ever occurred β€” agent has never woken. Quality is unmeasurable. The null wake_script_source confirms the agent process was never initialized, not that it woke and found nothing to do.","wakeTriggers":["MISSING: wake_script_source=null β€” no watcher script deployed; no trigger path exists at all"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty β€” posts LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) that index-taker is designed to take the SHOR","available":"DEAD β€” armed=false, pidAlive=false, 0 wa"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no script); however index-maker has also posted 0 IndexBasket intents across all observed cycles, so no actionable flow existed regardless β€” both sides of the market are absent","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists; agent was never initialized","No fallback timer, no armed state, no PID β€” not a watcher configuration issue, a deployment non-existence issue"],"suggestedChange":"Deploy the agent from scratch: write current.ts targeting the book for open LONG IndexBasket intents; arm the watcher with a reasonable fallback (e.g. 30–60 min given index-maker's expected posting cadence); deploy index-maker first so take"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 5 cycles of null state","detail":"wake_script_source=null, 0 wakes, $0 lifetime tokens, armed=false, pidAlive=false across every observed cycle. This is not a transient crash or restart β€” the agent process has never run. 5 cycles of zero change with no intermediate recovery attempts confirms it is not self-healing.","fix":"Manual deployment required: write and deploy wake_script (current.ts), arm the watcher. This is the single highest-leverage action β€” nothing else unblocks until the process exists."},{"scope":"agent","title":"Sole counterparty (index-maker) identically undeployed β€” both must be initialized together","detail":"Index-maker is armed=false, pidAlive=false, 0 wakes for 5 cycles. Even a successfully deployed index-taker would immediately starve β€” there are no LONG IndexBasket intents on the book to audit and take. The market for this template is completely absent.","fix":"Sequential deployment: initialize index-maker first so it can publish IndexBasket intents; then initialize index-taker. Deploying taker alone accomplishes nothing β€” it would audit an empty queue indefinitely."}],"assessment":"Index-taker has never woken (0 wakes, $0 lifetime tokens across 5 observed cycles, wake_script_source=null). Its sole counterparty, index-maker, is identically undeployed β€” symmetric null state for both rules out deliberate sequencing. This is a deployment failure requiring manual intervention for both agents."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":240,"msgs":5139,"total":312504535,"totalUsd":178.09,"w5":65772941,"w5Usd":44.56,"w5PctPool":26.3,"w7":312504535,"w7Usd":178.09,"w7PctPool":13,"w5Son":61806509,"w7Son":241440157,"hourly":[16.52,10.32,14,3.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.35,1.22,0,8.81],"lastWake":{"ts":"2026-06-10T12:08:59.879Z","tokens":272185,"usd":0.52,"msgs":6}},"onchain":{"deals":69,"openIntents":12,"balanceUsd":744.05,"realizedPnl":10.14,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":200,"wakes":27,"firstWakeMs":1781018900000,"lastWakeMs":1781092560000,"ageMin":13,"lastWhy":"No fills possible. All 12 quotes valid. #885 was already cancelled; no duplicate remains. ETH ask tight at +30.5bps β€” wi","repeatWakes":26,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781097000000,"watching":"cluster A expiry 12:10 UTC | oracle breach | US open 13:30 UTC","armed":true,"nextFallbackMin":61}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":26.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":5,"msgs":83,"total":4449629,"totalUsd":0.99,"w5":1038829,"w5Usd":0.24,"w5PctPool":0.4,"w7":4449629,"w7Usd":0.99,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.24,0,0,0,0,0.39,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:08:00.407Z","tokens":1038829,"usd":0.24,"msgs":17}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":66.29,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":94,"wakes":54,"firstWakeMs":1780927020000,"lastWakeMs":1781086560000,"ageMin":113,"lastWhy":"Empty BinaryBet board; stock market not open; no flow to mirror. Edge floor β‰₯3pp unmet.","repeatWakes":45,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781093361294,"watching":"new BinaryBet OR stock market open 13:30 UTC (90min fallback)","armed":true,"nextFallbackMin":0}},"verdict":{"summary":"Copy-trading discipline working as designed: correctly idle w40–w44 waiting for β‰₯3pp edge floor, then immediately took high-edge opportunity in w45 (deal #84, 2.95% move ~1.1Οƒ, cost-implied 40% vs expected 12% prob). Watcher armed and alive (fallback 41m, polling 60s cadence). Answer to focus question: Bear's open BinaryBet qualified, was taken in w45. Const","badge":"DISCIPLINED LIVE","confidence":"high","bottomLine":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (12/13 deals) posts β‰₯3pp bets intermittently: deal #83 at w39, then none w40–w44, then w45 opportunity taken immediately. Agent correctly flagged non-qualifying bets; constraint is Bear's taker/writer flow, not market structure."},"reasoningRead":"Sound. Wake logs show quantitative edge discipline: 'cost-implied odds 40% vs expected 12% prob' (w45), 'deep OTM requires +3.3% BTC' (w38, correctly rejected). Correctly skipped thin bets w40–w44 ('edge floor β‰₯3pp unmet') β€” no churn, no re-deriving same move. Reasoning is distinct and on-mission.","wakeTriggers":["New β‰₯3pp taker-edge BinaryBet (core, working β€” w45 proof)","Stock market opens 13:30 UTC (declared in code, but off-mission: no stock-board logic implemented for copy-trader)","90-min hard fallback (reasonable cadence)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary source: 12/13 deals. Posts BinaryBets driven by crypto convictions; mimic-ljuba copies and re-prices.","available":"online, active β€” posting intermittently "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Secondary: 1 settled deal. Sources binaries, but mission is value vs Polymarket (external ref), not high-edge posting.","available":"online but supply orthogonal to copy-tra"}],"reliableCounterparties":1,"missedOpportunities":"None. w40–w44 correctly scanned and skipped (edge β‰₯3pp unmet). w45 opportunity taken immediately β€” no delay, no churn.","wakeScript":{"wellReasonedForMission":true,"good":["Polls for new high-edge binaries at 60s (responsive, not sub-minute churn)","Tracks seenIntentIds to detect truly new bets (no redundant re-scans)","Hard fallback 90 min (patient, matches copy-trader mission cadence)","Baseline seeding on first poll avoids spurious fires"],"lacking":["Stock-market-open trigger (13:30 UTC): declared but off-mission. Copy-trader doesn't trade stocks; comment mentions 'sAAPL/sNVDA/sMSFT board refresh' but no suc"],"suggestedChange":"Remove stock-market-open branches (stockWakeTime logic); simplify to: 'new β‰₯3pp taker-edge binary OR 90-min fallback'. Clearer intent, no behavioral change, reduces maintainability debt."},"issues":[{"scope":"agent","title":"Off-mission wake trigger in script","detail":"Stock-market-open (13:30 UTC) is declared but unexecuted; misleads maintainers about copy-trader's dependencies. Copy-trading BinaryBets doesn't require stock-board polling.","fix":"Remove stockWakeTime and related clock logic from wake-script; keep only 'new high-edge binary OR 90-min fallback'"}],"assessment":"Executing mission correctly: 13 settled deals (12 with Bear-Yosher), zero churn over 47 wakes (avg 53m gap), took w45's opportunity immediately. Realized -$0.74 suggests sample size / market moves (only 5h window, 13 deals), not signal quality β€” edge discipline is sound."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99,"realizedPnl":-1,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":112,"wakes":15,"firstWakeMs":1780940859000,"lastWakeMs":1781086750000,"ageMin":110,"lastWhy":"Edge threshold unmet. Market chopping without leadership. Watcher died (session restart), relaunching to restore automat","repeatWakes":14,"avgGapMin":174,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781115883826,"watching":"crypto momentum gap β‰₯2pp OR US market open 13:30 UTC OR 8h fallback","armed":true,"nextFallbackMin":376}},"verdict":{"summary":"Correctly idle w12–w15: 5 consecutive wakes with no β‰₯2pp momentum gap in a choppy co-declining crypto field β€” disciplined threshold application, not churn. LP-Maker recovery removes the fill-side blocker that killed #741/#745, but there is still no signal to act on. Upcoming US market open trigger (~79 min out at 13:30 UTC today) will fire the agent into the","badge":"WAITING ON SIGNAL","confidence":"high","bottomLine":"No actionable momentum since w11 cancellation: largest recorded gap this session was 3.58pp (SSV at w9), which produced #741/#745; both failed due to LP-Maker being offline. LP-Maker is now live (12 open quotes, 6 fills), so the next valid signal should convert β€” but crypto is declining together and the watcher correctly stays quiet. US market open fires the agent in ~79 min, far ahead of the 394-min fallback.","rootCause":{"class":"counterparty-starved","evidence":"#741 posted 06-10T03:46 (1h window, expired before LP-Maker fill); #745 posted 06-10T04:50, cancelled 04:59 after BTC/ETH rally killed the SSV signal β€” LP-Maker was offline 931 min during both windows. Fill blocker now resolved: LP-Maker confirmed live with 12 active quotes."},"reasoningRead":"Sound and on-mission. The agent applies the 2pp edge filter consistently (w8: 0.3pp β†’ skip; w12–w15: declining together β†’ skip). The same 'no signal' conclusion across 5 wakes is correct behavior in a choppy market, not a reasoning failure. The one structural concern is that the watcher fires on today's hardcoded US market open literal β€” a date-specific bug, not a logic error.","wakeTriggers":["momentum gap β‰₯2pp between any BTC/ETH/SSV pair (measured from live baseline, polled every 60s)","US market open 2026-06-10T13:30:00Z β€” hardcoded TODAY'S date, fires ~79 min from now","8h fallback (394 min remaining β€” will NOT be reached before market open trigger fires)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only reliable fill source for delivered swaps; 12 open quotes across ETH/BTC/SSV confirmed live this cycle","available":"LIVE β€” 12 active quotes, 6 fills in rece"},{"agent":"rebalancer-lior","fit":"no","why":"DCA buyer of specific assets at fixed sizes; not a general swap counterparty for momentum's concentrated entries","available":"active but wrong role"},{"agent":"swing-nikita","fit":"maybe","why":"Both use delivered swaps but swing fades dislocations while momentum chases them β€” could cross if signal directions align","available":"active, 3 deals"}],"reliableCounterparties":1,"missedOpportunities":"None since last summary. No β‰₯2pp gap has emerged across BTC/ETH/SSV in wakes w12–w15; agent correctly held USDC. LP-Maker's 12 live quotes are for existing posted intents β€” no momentum signal exists to trigger a new entry.","wakeScript":{"wellReasonedForMission":true,"good":["Live baseline captured at first poll β€” never hardcodes stale prices, gap computed from actual session movement","60s poll cadence appropriate: fast enough to catch breakouts, not sub-minute spam","US market open trigger adds stocks to the ranking at the right moment β€” mission-critical since stocks are 30% of the opportunity field","8h fallback provides safety net without forcing premature wakes","Zero-LLM watcher, PID written to disk for clean kill"],"lacking":["MARKET_OPEN_UTC = new Date('2026-06-10T13:30:00Z') is a TODAY-ONLY literal β€” will not fire on market open tomorrow or any subsequent day; watcher becomes stock-"],"suggestedChange":"Replace the hardcoded date literal with a rolling next-weekday-13:30-UTC calculation so the market open trigger works every trading day, not just today. E.g.: compute the next occurrence of 13:30 UTC on a weekday at watcher startup, and re-"},"issues":[{"scope":"agent","title":"MARKET_OPEN_UTC hardcoded to today's date","detail":"Line: `const MARKET_OPEN_UTC = new Date('2026-06-10T13:30:00Z').getTime()` β€” fires correctly today (~79 min out) but becomes a dead branch from tomorrow onward. The momentum agent will never add stocks to the ranking again until someone manually rewrites the watcher.","fix":"Compute next weekday 13:30 UTC dynamically at watcher startup: find the next Date object where UTC hours=13:30 and it is Mon–Fri. Re-fire if already past today's open and re-arm for tomorrow's."}],"assessment":"No actionable momentum since w11 cancellation: largest recorded gap this session was 3.58pp (SSV at w9), which produced #741/#745; both failed due to LP-Maker being offline. LP-Maker is now live (12 open quotes, 6 fills), so the next valid signal should convert β€” but crypto is declining together and the watcher correctly stays quiet. US market open fires the agent in ~79 min, far ahead of the 394-min fallback."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":97,"wakes":18,"firstWakeMs":1780995929000,"lastWakeMs":1781091036000,"ageMin":38,"lastWhy":"Wake 16 check","repeatWakes":15,"avgGapMin":106,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781094831047,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":25}},"verdict":{"summary":"W18 self-corrected the fatal templateHash mismatch β€” the live wake script now hardcodes 0xb3d66f4b... (correct). At fix time the book had zero audited Option intents, so no missed opportunities at w18. last_wake_min_ago=20 IS w18; there are no wakes after the fix yet β€” the agent is correctly armed (armed=true, pidAlive=true, nextFallbackMin=43) and waiting. ","badge":"FIXED, AWAITING PROOF","confidence":"medium","bottomLine":"Fix confirmed in live wake script (0xb3d66f4b...); book was empty at w18 so zero post-fix takes attempted. No wakes since w18 β€” the agent is correctly idle, not broken. The next meaningful event is Option-Writer posting a new option intent.","rootCause":{"class":"counterparty-starved","evidence":"Was off-mission (wrong hash) w1–w17; hash corrected at w18 which confirmed book had 0 audited options at that moment. Agent now depends entirely on option-writer-matheus (13 lifetime deals, health ok) posting new options β€” no other option writers exist in the fleet."},"reasoningRead":"Sound self-diagnosis at w18 β€” agent identified hash mismatch by comparing take-option.ts --scan output against the hardcoded value and corrected it immediately. Now solving the right problem. However, 15/18 wakes were repeat-churns on the wrong hash before catching this β€” the diagnosis came 7 wakes later than it should have.","wakeTriggers":["New audited Option intent appears in book (templateHash=0xb3d66f4b...)","2h fallback (43 min remaining on current arm)","MISSING: existing options in the book at watcher startup β€” newMatches() seeds `seen` on first iteration and fires only on intents that appear AFTER arming; any "],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only fleet agent writing options with the audited template hash; 13 deals, health ok","available":"Active (health ok) but posting cadence u"}],"reliableCounterparties":1,"missedOpportunities":"w1–w17: unmeasurable (watcher scanned wrong hash, any live options were invisible). w18 fix time: none (book explicitly empty per wake log). Since w18: no wakes yet, unmeasurable β€” but watcher is now correctly armed to catch new posts.","wakeScript":{"wellReasonedForMission":true,"good":["Correct templateHash hardcoded (0xb3d66f4b...) with comment explaining derivation from keccak256(creationCode)","Zero-LLM: pure poll loop, no model calls in watcher","Fires on new audited options specifically β€” not on any book activity","2h fallback present and armed (43 min remaining)"],"lacking":["newMatches() seeds `seen` on first iteration instead of also checking existing intents β€” any already-posted options at startup are invisible until 2h fallback f","limit: 100 on readOpenIntents may miss options if book grows large, though low risk in current thin market"],"suggestedChange":"On the first pass (when seen is null), after seeding `seen`, also check for existing matches and call fireWake() immediately if any are found β€” eliminates the startup blindspot where already-posted options are missed until the 2h fallback."},"issues":[{"scope":"agent","title":"Startup blindspot: existing options not checked on first iteration","detail":"newMatches() initializes `seen` from all current intents on the first loop pass and then returns without firing. Any audited Option intents already in the book when the watcher arms are seeded into `seen` and ignored β€” they won't fire until the 2h fallback. At w18 the book was empty so no deal was l","fix":"After seeding `seen = new Set(...)` on first pass, call isAuditedOption() on each intent in `intents` and immediately fireWake() if any match, before returning from the first iteration."},{"scope":"agent","title":"15-wake churn before self-diagnosing hash mismatch","detail":"Wrong hash w1–w17 produced 15 empty scans and 2 confirmed missed options (8β†’0.24 USDC, ETH PUT #779). The agent eventually self-diagnosed at w18 via --scan output comparison, but only after burning those wakes.","fix":"Add a startup assertion in the wake script: on first boot, run take-option.ts --scan and verify MY_AUDITED_TEMPLATE_HASH matches the reported optionTemplateHash; abort with a clear error if they diverge, rather than silently scanning wrong."}],"assessment":"Fix confirmed in live wake script (0xb3d66f4b...); book was empty at w18 so zero post-fix takes attempted. No wakes since w18 β€” the agent is correctly idle, not broken. The next meaningful event is Option-Writer posting a new option intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":3797345,"w5Usd":1.15,"w5PctPool":1.5,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":712653,"w7Son":2373358,"hourly":[0,0,0,0.81,0.34,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":96.89,"realizedPnl":-3.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":97,"wakes":33,"firstWakeMs":1780947228000,"lastWakeMs":1781087640000,"ageMin":95,"lastWhy":"Stock legs must only trade during US market hours (13:30-20:00 UTC). sMSFT drift -$17.50 requires action but must wait f","repeatWakes":1,"avgGapMin":73,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098800000,"watching":"US market open 13:30 UTC β€” sMSFT rebalance (~$17.50)","armed":true,"nextFallbackMin":91}},"verdict":{"summary":"Prior: ETH PUT 779 posted at 08:55 (accept window 60min, closes ~09:55), sMSFT rotation stuck at 4 failed swaps (530/533/764/804). New since last summary: PUT 779 almost certainly expired unfilled β€” open_intents=0 at 10:51 UTC, no settlement recorded, Option-Taker (0 lifetime deals) never engaged in the 60min window. w31 correctly diagnosed root structural c","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet.","rootCause":{"class":"counterparty-starved","evidence":"PUT 779: posted 08:55, 60-min window, open_intents=0 at 10:51 = expired unfilled; Option-Taker lifetime deals = 0. sMSFT: swaps 530/533/764/804 all failed; w31 self-diagnosed 'LP only trades belt tokens'; Bear-Yosher (tech equities up conviction, 16 deals) is the only plausible sMSFT taker but has n"},"reasoningRead":"Sound and improving. w28 panic (encoding failure) was self-corrected at w29 with template validation. w31 correctly stopped reposting sMSFT after diagnosing LP structural constraint β€” avoided token burn on doomed swaps. w33 correctly gates stock legs to market hours (13:30–20:00 UTC). The agent is solving the right problems; the block is counterparty absence, not reasoning failure.","wakeTriggers":["Date.now() >= 2026-06-10T13:30:00Z (US market open for sMSFT rebalance)","Fallback: 13:40 UTC (+10min after open)","MISSING: no trigger on option book β€” if Option-Taker or Polymarket-Ljuba posts a taker intent for ETH options before 13:30, this agent sleeps through it"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed buyer for ETH/BTC options written by this agent; cash-settled PUT 779 was exactly on-mission for it","available":"armed, 105min fallback, but 0 lifetime d"},{"agent":"lp-maker-matheus","fit":"no","why":"Belt tokens only (ETH/BTC/USDC/sAAPL/sNVDA/SSV); confirmed non-taker for sMSFT swaps per w31 diagnosis","available":"active, 11 open quotes, 12/16 recent dea"},{"agent":"bear-yosher","fit":"maybe","why":"Tech equities UP conviction aligns with sMSFT long; has capacity (16 deals, ok health); 1 settled deal with this agent already","available":"ok health, active β€” but no evidence of s"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents; 2 deals, active β€” could have evaluated PUT 779","available":"ok health, 2 deals β€” unknown if it saw P"}],"reliableCounterparties":0,"missedOpportunities":"None on the taker side (agent is a maker for options and a buyer for stock/crypto swaps). On the option-writing side: PUT 779 was correctly priced (3% premium, 1% OTM, 2hr term) and went unfilled β€” the miss is Option-Taker's failure to engage, scoped fleet/core. sMSFT misses are structural: no counterparty exists regardless of timing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30 UTC US market open β€” correct gate for stock-token legs per mission rules","10-min fallback (13:40) ensures the wake happens even if the loop fires slightly late","Label clearly states the intent ('sMSFT rebalance ~$17.50') β€” unambiguous audit trail","Zero-LLM, deterministic time check β€” no hallucination risk in the watcher itself"],"lacking":["No option-book trigger: if Option-Taker or Polymarket-Ljuba opens a taker window for ETH options before 13:30, agent misses it entirely","Market-open wake will hit the same structural wall β€” sMSFT has no known taker; the wake is well-timed but the post-wake action is likely to fail again"],"suggestedChange":"Add a secondary trigger (or pre-wake check at 13:30) that evaluates whether any stock-token counterparty (Bear-Yosher open intents, Polymarket book) is present for sMSFT before reposting; if none, pivot the $17.50 Engine 2 slice to sAAPL (L"},"issues":[{"scope":"core","title":"Option-Taker never executes: option ecosystem one-sided","detail":"Option-Taker-Matheus has 0 lifetime deals despite being armed. PUT 779 (collateral $8, 3% premium, 60-min window) was a textbook on-mission fill β€” it expired untouched. This is a fleet-level blocker: Option-Writer cannot realize premium income without a functioning taker.","fix":"Diagnose Option-Taker: read its wake script and recent wakes to determine if it saw PUT 779 and rejected it (pricing logic?) or never evaluated it (watcher blind to option book). If blind, add an option-book trigger to its watcher."},{"scope":"agent","title":"Engine 2 sMSFT path permanently blocked without counterparty discovery","detail":"5 consecutive failed sMSFT swaps (530/533/764/804 + pending at 13:30). LP-Maker confirmed non-taker. Bear-Yosher is the only plausible counterparty (tech equities up) but has not filled stock tokens. Repeating the same swap post at market open is rational patience only if there's evidence a taker ex","fix":"At 13:30 wake, before posting sMSFT swap: check Bear-Yosher's open intents and recent activity for stock-token appetite. If no signal, redirect the $17.50 Engine 2 slice to sAAPL (LP-Maker fills it reliably) and note sMSFT as parked until a taker appears."}],"assessment":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83,0.29,1.22],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":94,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781087958000,"ageMin":90,"lastWhy":"sAAPL held in wallet but needsApproval=true β€” without approval, exit swap cannot execute. Approved preemptively before h","repeatWakes":18,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1911}},"verdict":{"summary":"w19–w26 all returned 'no misprice'; w26 added preemptive sAAPL approval (tx 0xf1458336) β€” correct friction-removal before Jun12 horizon. LP-Maker's return to 12 active quotes makes the 'no misprice' signal more credible for new postings, but the watcher is blind to in-place repricing: it detects new intentIds (60s poll) but not rate changes on existing ones.","badge":"HOLDING, REPRICE BLIND","confidence":"medium","bottomLine":"The 1929-min fallback is NOT causing missed opportunities β€” the tertiary trigger (60s new-intent poll) explains the 101-min avg wake gap driven by LP-Maker/other postings. The real gap: if LP-Maker updates rates on existing intentIds without cancel+repost, Polymarket-Ljuba won't re-evaluate until a stop/forward/new-intent fires. With LP-Maker repricing actively (12 open quotes, 6 fills this cycle), this is a live blind spot.","rootCause":{"class":"structural","evidence":"Watcher caches intentIds to detect new postings (correct), but does not cache intent terms/rates to detect in-place repricing. LP-Maker-Matheus: 12 open quotes, 6 fills this cycle β€” active repricer. If LP-Maker shifts a quote rate without reposting, the agent's 'no misprice' from the prior wake may "},"reasoningRead":"Sound on position management (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC all wired correctly, preemptive approval was right). Edge erosion to 1.5–3.1% correctly flagged as expected convergence, not a blindspot. The agent is solving the right problem for its sAAPL hold; the gap is specifically in detecting repricing of existing LP-Maker quotes.","wakeTriggers":["sAAPL horizon expiry (nowTs >= 1781294400)","sAAPL oracle <= $277.34 (stop, -4%)","sAAPL oracle >= $303.75 (forward, +4.8%)","New intentId of kind binary/option/unknown in readOpenIntents (60s poll)","Fallback: Jun11 20:00 UTC (1781208000) β€” ~1929 min from now, pre-expiry checkpoint","MISSING: rate/terms change on existing intentId (LP-Maker repricing in-place without repost)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary source of binary/option intents Polymarket-Ljuba evaluates; 12 active quotes, actively repricing this cycle","available":"alive β€” 12 open quotes, 69 deals, recove"},{"agent":"option-writer-matheus","fit":"yes","why":"Writes options Polymarket-Ljuba is designed to buy when mispriced vs Polymarket distribution","available":"ok β€” 13 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets Polymarket-Ljuba could evaluate; but bear-yosher's crypto-down bets may not overlap Polymarket's distribution for sAAPL","available":"ok β€” 16 deals, open BinaryBet (28m left)"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries; Polymarket-Ljuba's distribution check could find these either mispriced or already sharp","available":"ok β€” 32 deals, 5 open intents"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for repriced intents: watcher is blind to in-place LP-Maker rate changes. For new postings: 'no misprice' across w19–w26 is credible given LP-Maker repricing the market fairly (12 quotes). No specific missed-take is evidenced in the data.","wakeScript":{"wellReasonedForMission":true,"good":["Stop/forward/horizon triggers correctly wired to sAAPL position levels and Jun12 20:00 UTC expiry","Fallback set to Jun11 20:00 UTC (1781208000) β€” deliberate pre-expiry checkpoint, not a lazy default","New binary/option intent detection (60s poll) means the fallback is genuinely a last-resort, not the primary wake mechanism; avg 101-min gap confirms this is wo","Preemptive sAAPL approval (w26) removed exit friction ahead of horizon β€” correct operational hygiene"],"lacking":["Watcher compares intentId sets (new vs seen) but does not compare intent terms/rates β€” in-place LP-Maker repricing won't fire a wake","Edge erosion is tracked in agent reasoning but not in the watcher β€” no trigger fires if edge crosses zero before horizon or stop/forward"],"suggestedChange":"In the 60s poll loop, after detecting no new intentIds, compare the posted rate (or amount/terms hash) of each previously-seen binary/option intentId against its cached value; fireWake if any repriced. One extra field per cached intent, eli"},"issues":[{"scope":"agent","title":"Watcher blind to in-place intent repricing","detail":"lastWakeBets tracks intentId presence only. LP-Maker (12 active quotes) can shift rates on existing intents without cancel+repost; Polymarket-Ljuba won't re-evaluate until a price trigger or new-posting fires. With LP-Maker repricing actively this cycle, this is a live gap.","fix":"Extend lastWakeBets to a Map; in the poll loop diff both set membership AND rate values; fireWake on any changed-rate intent of kind binary/option."},{"scope":"agent","title":"Edge erosion not watcher-wired","detail":"Edge erosion to 1.5–3.1% is correctly tracked in agent reasoning but the watcher has no trigger for 'edge crosses threshold before horizon'. If edge goes negative pre-Jun12, the agent won't act until the next price or new-intent wake (up to 101 min gap).","fix":"Low priority given Jun12 horizon is 2 days out and the sAAPL position is well within stop/forward bounds. Consider only if mission extends beyond the current hold."}],"assessment":"The 1929-min fallback is NOT causing missed opportunities β€” the tertiary trigger (60s new-intent poll) explains the 101-min avg wake gap driven by LP-Maker/other postings. The real gap: if LP-Maker updates rates on existing intentIds without cancel+repost, Polymarket-Ljuba won't re-evaluate until a stop/forward/new-intent fires. With LP-Maker repricing actively (12 open quotes, 6 fills this cycle), this is a live blind spot."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":1,"balanceUsd":98.57,"realizedPnl":-1.43,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":200,"wakes":23,"firstWakeMs":1780939200000,"lastWakeMs":1781092980000,"ageMin":6,"lastWhy":"BTC most-underweight 24/7 leg at -7.4pp. 4th consecutive expiry but LP may come alive at this lower oracle; no better al","repeatWakes":21,"avgGapMin":117,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200001,"watching":"intent #887 resolves (fill/expire) OR stocks market open 13:30 UTC","armed":true,"nextFallbackMin":81}},"verdict":{"summary":"#831 expired at w22 (3rd consecutive BTC DCA failure at 7 USDC); agent logged '3rd BTC DCA attempt at this level' but re-posted #852 at the same lot size without adapting. LP-Maker is live (12 USDC minimum) β€” lot-size mismatch structurally blocks LP fills. 0xBd6a has taken 2 of 8 total deals and is the only demonstrated small-lot taker, but reliability is un","badge":"LOT-SIZE CHURN","confidence":"high","bottomLine":"#831 expired; #852 posted at same 7 USDC (3rd identical attempt at this level). LP-Maker (12 USDC minimum) cannot fill β€” lot-size mismatch is the structural blocker. 0xBd6a is the only viable taker for sub-12 USDC lots but fills inconsistently (2 of 8 deals). Upsizing to β‰₯12 USDC would make LP-Maker available and likely end the churn.","rootCause":{"class":"structural","evidence":"Intents #777, #831, #852 all posted at 7 USDC β†’ 0.0001143 BTC; LP-Maker live BTC quote minimum 12 USDC; 0xBd6a filled 2 of 8 total settled deals β€” agent's BTC slice is below LP's minimum lot threshold, and the only alternative taker is unreliable"},"reasoningRead":"Sound framing (BTC underweight -7.4pp, stocks closed, patient DCA) but solving the wrong problem β€” agent correctly identifies '3rd BTC DCA attempt at this level' at w22 yet posts #852 at the same 7 USDC without adapting slice size. Recognizing the failure pattern without acting on it is churn, not discipline.","wakeTriggers":["intent #852 resolution (fill or expire) via ownIntentResolved poll every 60s","stocks market open 2026-06-10T13:30:00Z fallback (nextFallbackMin=99)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Live BTC quote, rate favorable (0.01637 BTC/USDC vs #852 ask 0.01633), but 12 USDC minimum structurally blocks 7 USDC lot","available":"active, 12 open quotes, 69 deals"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Filled 2 of agent's 8 deals β€” demonstrated small-lot capability, but not an SDK agent; availability and reliability unknown","available":"unknown, external address"}],"reliableCounterparties":0,"missedOpportunities":"None identified β€” w18 correctly took intent #631 (favorable take, mission-aligned). No actionable BTC takes visible on book this cycle. Watcher polls ownIntentResolved only, so missed-take detection is unmeasurable until book-read is added.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger: fires on #852 resolution OR stocks open at 13:30 UTC β€” both are genuine action points for a patient DCA agent","fallbackMs = max(STOCKS_OPEN - now, 5min) ensures a minimum 5-min guard, not unbounded sleep","Zero-LLM watcher, 60s poll cadence β€” appropriate for patient DCA, not sub-minute spam","nextFallbackMin=99 correctly parks until stocks open or fill resolves β€” agent is alive and waiting, not crashed"],"lacking":["No expiry-counter signal: when #852 expires, the wake reason will be generic ('BTC DCA intent #852 resolved') with no indication this is the 4th consecutive exp"],"suggestedChange":"Pass the consecutive-expiry count into the fireWake reason string: e.g. fireWake('BTC DCA intent #852 expired β€” 4th consecutive 7 USDC expiry, LP min=12 USDC, upsize slice') so the LLM wake receives the adaptation signal directly rather tha"},"issues":[{"scope":"agent","title":"DCA slice (7 USDC) below LP-Maker minimum (12 USDC) β€” 3 consecutive expiries","detail":"Intents #777, #831, #852 all posted at 7 USDC β†’ 0.0001143 BTC. LP-Maker's live BTC quote minimum is 12 USDC. Agent acknowledged '3rd BTC DCA attempt at this level' at w22 but re-posted the same size. 0xBd6a is the only viable taker for sub-12 USDC lots, filled 2 of 8 deals, and cannot be relied upon","fix":"Upsize BTC DCA slice to β‰₯12 USDC (or floor(LP_min * 1.05)) so LP-Maker can fill. If 7 USDC is a hard risk-sizing constraint, document explicit reliance on 0xBd6a and accept fill uncertainty β€” but do not keep re-posting the same failing intent without acknowledging the trade-off."},{"scope":"agent","title":"Adaptation logic missing: agent re-derives same conclusion despite repeated expiry signal","detail":"w22 log notes the 3rd failure but produces the same output. Each failed re-post costs ~$0.14/wake (last_wake_usd=0.14). Without an explicit adaptation rule in CLAUDE.md ('if N consecutive expiries at same lot size β†’ upsize or pause'), the loop will continue through #852 expiry.","fix":"Add to CLAUDE.md DCA policy: 'If a BTC/ETH intent expires β‰₯2 consecutive times at the same lot size, upsize to the LP minimum (currently 12 USDC) before re-posting.' Encode the expiry count in the watcher's fireWake reason so the LLM receives it without re-reading wake history."}],"assessment":"#831 expired; #852 posted at same 7 USDC (3rd identical attempt at this level). LP-Maker (12 USDC minimum) cannot fill β€” lot-size mismatch is the structural blocker. 0xBd6a is the only viable taker for sub-12 USDC lots but fills inconsistently (2 of 8 deals). Upsizing to β‰₯12 USDC would make LP-Maker available and likely end the churn."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":8,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781093128000,"ageMin":3,"lastWhy":"sNVDA sell-side reappeared β†’ reset consecutive_misses=0 and resume sNVDA targeting. Approved full USDC so 10 USDC lots a","repeatWakes":23,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":true,"nextFallbackMin":83}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":200,"wakes":17,"firstWakeMs":1780924988000,"lastWakeMs":1781081455000,"ageMin":198,"lastWhy":"sNVDA double-blocked: no position to sell + market hours. No buy-dip above 1.5% threshold. One deliberate action: wait.","repeatWakes":9,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105400000,"watching":"13:30 UTC US market open OR crypto buy-dip β‰₯1.5% (BTC/ETH/SSV)","armed":true,"nextFallbackMin":201}},"verdict":{"summary":"Disciplined fade trader correctly resting until US market open (13:30 UTC June 10) to reassess sNVDA +2.57% sell-strength signal. Watcher well-reasoned (fires at market open, hard fallback 15:30 UTC). No deals in 5h, but NOT churning β€” correctly waiting on zero position + market hours constraints. CRITICAL: sole counterparty (LP-Maker-Matheus) offline 919 mi","badge":"Awaiting market open","confidence":"high","bottomLine":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty.","rootCause":{"class":"counterparty-starved","evidence":"All 3 prior settled deals routed 100% via LP-Maker-Matheus (offline 919 min, crashed). sNVDA +2.57% signal blocked by zero position + market hours (closed until 13:30 UTC). SSV intent 0x289 (w11) expired unfilled; market liquidity too thin."},"reasoningRead":"Sound and on-mission. Fades dislocations one slice per wake (172m avg gap). Recognizes 1.5% threshold, respects churn guard (w12 no-repost-until-expiry), applies playbook rules (w13 'no tiny unfillable reposts'). NOT re-deriving the same move β€” wakes are spaced, each observes fresh market state. Correctly waiting for market open; not stuck.","wakeTriggers":["US market open 13:30 UTC June 10 (reassess sNVDA +2.57% signal)","Hard fallback 15:30 UTC (~7h, market close)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"100% of 3 prior settled deals; natural swap counterparty for fade trader.","available":"OFFLINE 919 min (crashed, core armWatche"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA +2.57% signal awaiting market open (13:30 UTC) to reassess β€” correct waiting, not a miss yet. SSV intent 0x289 (w11) expired unfilled; market liquidity constraint, not agent signal quality.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at market open (13:30 UTC), when sNVDA signal can be reassessed β€” actionable trigger tied to mission, not liquidity proxy","Correct cadence (172m avg gap, patient one-slice-per-wake discipline; 7h fallback)","Zero-LLM, simple time check; no book-pinging or spurious reruns","Hard fallback (15:30 UTC) ensures agent doesn't ghost if market-open event is missed"],"lacking":[],"suggestedChange":"None. Watcher is well-reasoned for current constraints. Agent should reassess at market open: deploy USDC into sNVDA fades, or hold for other opportunities."},"issues":[{"scope":"core","title":"LP-Maker-Matheus offline 919 min β€” core SDK promise-drop bug","detail":"Swing-nikita's sole counterparty (100% of settled deals) crashed 919 min ago. Core SDK armWatcher promise-drop uncaught. Blocks all swaps, even when signal presents.","fix":"Resolve armWatcher promise-drop in core/sdk/scripts/wake-watch.js; restart LP-Maker-Matheus."}],"assessment":"Agent is sound and patient (3 settled, +$0.23 PnL, 172m avg gap), correctly waiting for market open to reassess sNVDA +2.57% signal. Zero deals in 5h is NOT agent failure β€” it's structural (zero sNVDA position) + core SDK failure (LP-Maker offline 919 min). No agent-level fix needed; fix core promise-drop bug to restore counterparty."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":95,"msgs":1927,"total":111919784,"totalUsd":54.45,"w5":57001858,"w5Usd":33.38,"w5PctPool":22.8,"w7":111919784,"w7Usd":54.45,"w7PctPool":4.7,"w5Son":49161233,"w7Son":70460591,"hourly":[2.75,3.36,9.25,14.29,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0,0.59,1.15,0,0.66],"lastWake":{"ts":"2026-06-10T11:22:43.574Z","tokens":3776376,"usd":2.23,"msgs":44}},"onchain":{"deals":32,"openIntents":5,"balanceUsd":97.43,"realizedPnl":-2.57,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781090145991,"containerAgeMin":53,"wakes":64,"firstWakeMs":1780945920000,"lastWakeMs":1781092800000,"ageMin":9,"lastWhy":"Zero takeable edges. All quotes above 0.5% cancel floor. Rivals below 1% floor with shorter TTL β€” playbook says hold. US","repeatWakes":33,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781099463625,"watching":"16 intents, none takeable; soonestExpiry=1781093388; next poll 60s","armed":true,"nextFallbackMin":102}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."},"overBudget":{"pct":22.8,"capPct":10}}],"unattributed":{"sessions":863,"tokens":135872980,"usd":70.5,"w5":19900280,"w5Usd":9.26,"hourly":[2.51,1.49,1.65,0.71,2.91,0.53,2.28,2.02,3.33,4.07,2.18,2.43,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.41,0.66,0.47,0,2.28]},"boardOverhead":{"sessions":1388,"tokens":31088646,"usd":63.85,"w5":3539027,"w5Usd":6.57,"hourly":[1.31,1.3,1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0,0.76]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":702095581,"grandUsd":413.48,"grandSessions":2692,"attributedTokens":535133955,"unattributedTokens":135872980,"boardTokens":31088646,"reassembledTokens":702095581,"tokensBalance":true,"attributionPct":79.8,"multiMatchSessions":102,"sessionsScanned":2312,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":31399,"dedupedMsgs":13056,"rawTokens":1610041001,"dedupedTokens":702095581,"dupRatio":2.293}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T12:06:16.292Z","swarm":{"headline":"LP BACK, CHURN CONTAINED","funnel":{"posted":888,"settled":93,"conversionPct":10.5,"byTemplate":{"Swap":79,"BinaryBet":14,"Option":0}},"liquidityMap":[{"market":"ETH/BTC/SSV/sAAPL/sNVDA/sMSFT ","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew, Stacker-Massimo, Swing-Nikita, Arb-Hunter-Tom, 0xb591, 0xBd6a","status":"Active β€” 12 open quotes, 6+ fills this cycle; hub restored after 931-min crash ("},{"market":"BinaryBet (crypto directional)","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"Healthy β€” 14 settled lifetime (11 with Mimic); 1 open bet (4+2.67 USDC, ~12m lef"},{"market":"BTC small-lot DCA","flow":"Rebalancer-Lior β†’ 0xBd6a (fallback only)","status":"Thin β€” 3 serial failures (#777/#831/#852) at 7 USDC; LP's 12 USDC min structural"},{"market":"Option (ETH PUT / equity calls","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Untested β€” Taker hash corrected w18, but PUT 779 expired unfilled in 60-min wind"},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"Dead β€” both armed=false, pidAlive=false, wake_script_source=null; 5 consecutive "}],"causalLinks":[{"cause":"armWatcher promise-drop (core SDK) silenced LP-Maker-Matheus at w44 (06-09T17:19Z); fallbackMs=3600000 never fired","effect":"5 agents counterparty-starved for 931 min: Vulture-Andrew (13/28 lifetime fills via LP), Swing-Nikita (3/3 fills via LP)","evidence":"LP-Maker watcher: armed=true, nextFallbackMin=64 confirms live recovery; orient: 12 active quotes, 6+ fills this cycle; recent deals: VultureΓ—5, StackerΓ—1, SwingΓ—1, 0xb591Γ—1, 0xBd6aΓ—1 via LP in single"},{"cause":"Rebalancer-Lior posts BTC DCA at 7 USDC, below LP-Maker's observed 12 USDC minimum lot","effect":"Intents #777, #831, #852 all blocked from LP fills; 3rd consecutive re-post at same lot size with no adaptation; only 0x","evidence":"Open book: LP quote '12 USDC β†’ 0.0001973 BTC (23m left)'; Rebalancer open: '7 USDC β†’ 0.0001147 BTC (55m left)'; lot-size gap confirmed; Rebalancer summary: 'agent logged 3rd BTC DCA attempt at this le"},{"cause":"Option-Taker used wrong templateHash across w1–w17 (17 wasted wakes); corrected to 0xb3d66f4b… at w18","effect":"Option-Writer PUT 779 (posted 08:55, 60-min accept window) expired unfilled β€” Taker never saw it; 0 lifetime option deal","evidence":"Option-Taker lifetime deals=0; open_intents=0 at 10:51 UTC for Option-Writer; recent deals: 0 option template settlements in full 93-deal history"},{"cause":"Both Index-Maker and Index-Taker have wake_script_source=null, armed=false, pidAlive=false across 5 consecutive observer","effect":"Zero IndexBasket intents ever posted; entire IndexBasket market segment has 0 price discovery and 0 liquidity; neither a","evidence":"index-maker: 0 wakes, $0 lifetime tokens; index-taker: 0 wakes, $0 lifetime tokens, settled_deals=not-indexed; 5-cycle symmetry eliminates 'taker waits for maker' sequencing as explanation"},{"cause":"LP-Maker trades only 'belt tokens' (ETH/BTC/SSV); sMSFT is outside that set","effect":"Option-Writer's 4 sMSFTβ†’USDC swap attempts (#530/#533/#764/#804) all failed; equity rotation into sMSFT is stuck; sMSFT ","evidence":"Option-Writer summary: 'w31 self-diagnosed LP only trades belt tokens'; LP open book: 0 sMSFT-sell intents posted; 4 swap failures with no resolution"}],"insights":[{"severity":"critical","title":"armWatcher promise-drop: root cause of 931-min LP crash and fleet-wide fill collapse","detail":"LP-Maker crashed at w44 (06-09T17:19Z) when armWatcher swallowed the fallback promise; 5 agents cite LP offline as their primary fill blocker. LP is now live (armed=true, nextFallbackMin=64, 12 quotes, 6+ fills) but the bug is unpatched β€” next promise-drop will repeat the 931-min outage. Same bug fired bear-yosher duplicate bets at w29b/w30.","evidence":"armWatcher fallbackMs=3600000 at w44 never fired; 5 agents' rootCause.class=counterparty-starved with LP-Maker as evidence; bear-yosher w29b/w30 duplicate confirmed same promise-drop mechanism","scope":"core","fix":"Add a hard-timeout watchdog in armWatcher that fires the fallback even if the wake-promise is dropped; add armed-state heartbeat alert if armed transitions false without explicit agent exit"},{"severity":"warn","title":"Rebalancer-Lior: 3 serial BTC DCA failures β€” lot-size structurally below LP minimum","detail":"BTC intents #777, #831, #852 all posted at 7 USDC with LP live at 12 USDC minimum. Agent re-posted #852 at the same lot size after logging '3rd attempt at this level' β€” no adaptation. With LP recovered, this is now the only blocker on the BTC DCA path.","evidence":"Open book: Rebalancer '7 USDC β†’ 0.0001147 BTC (55m left)' vs LP '12 USDC β†’ 0.0001973 BTC (23m left)'; rootCause.class=structural; 3 consecutive expired intents at identical lot size","scope":"fleet","fix":"Increase Rebalancer-Lior BTC DCA lot to β‰₯12 USDC, or add an LP-minimum check that raises lot size before posting β€” agent must not re-post at a known-failing size"},{"severity":"warn","title":"Option market zero traction: Taker hash fixed but no end-to-end deal ever cleared","detail":"17 wakes wasted on wrong templateHash (w1–w17); hash corrected w18 but book had 0 qualifying options at that moment; PUT 779 had already expired unfilled in its 60-min window. The Option-Writer ↔ Option-Taker pair has never actually settled an option deal. US market open will be the first real test.","evidence":"Option-Taker: 0 lifetime deals, badge 'FIXED AWAITING PROOF'; Option-Writer open_intents=0 at 10:51 UTC; fleet settled options=0 across 888 posted; Option-Writer reliableCounterparties=0","scope":"fleet","fix":"Option-Writer should post a fresh option immediately after US market open (13:30 UTC) β€” this will be the first live end-to-end validation of the corrected Taker"},{"severity":"warn","title":"Index ecosystem: 5th consecutive dead cycle, deployment status indeterminate","detail":"Index-Maker and Index-Taker both show wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 tokens for 5 full observer cycles. No evidence distinguishes deliberate hold from silent deployment failure. Zero IndexBasket liquidity has ever existed in this fleet.","evidence":"index-maker badge 'NEVER DEPLOYED' Γ—5; index-taker badge 'NEVER DEPLOYED' Γ—5; settled_deals=not-indexed; 0 IndexBasket intents in 888-intent posted history","scope":"fleet","fix":"Owner confirms: deliberate hold (set a deployment-pending flag to stop Observer noise) or deployment failure (diagnose missing wake_script_source β€” likely absent CLAUDE.md or config)"},{"severity":"warn","title":"Polymarket-Ljuba: watcher blind to in-place LP repricing during 32-min poll window","detail":"Watcher caches intentIds only; does not cache intent rates. LP-Maker is an active repricer (6+ fills this cycle, 12 rotating quotes). If LP shifts a quote rate without reposting a new intentId, Polymarket's cached 'no misprice' read is stale for up to 60s β€” a real misprice window is invisible.","evidence":"polymarket-ljuba rootCause.class=structural; LP open book: 12 quotes with short expiries (5–59m) indicating frequent rotation; watcher nextFallbackMin=1914 (32h backup β€” very low-frequency safety net)","scope":"fleet","fix":"Extend watcher cache to store intentId+rate pairs; trigger re-evaluation on rate delta β‰₯ threshold, not only on new intentId"},{"severity":"ok","title":"LP-Maker hub restored: multi-agent flow active across 6 counterparties","detail":"Vulture-Andrew (Γ—5), Stacker-Massimo (Γ—1), Swing-Nikita (Γ—1), Arb-Hunter-Tom recovery (fill rate 5Γ— post-LP), 0xb591 (Γ—1), 0xBd6a (Γ—1) all settling via LP in current batch. Arb-Hunter recovered from 1.8% (2/111 wakes) to ~9% fill rate in post-LP wakes.","evidence":"Recent deals: 9 LP-Maker settlements in batch; open book: 12 LP quotes spanning ETH/BTC/SSV/sAAPL/sNVDA/sMSFT; arb-hunter w128 +35bps SSV, w131 +22bps ETH both post-LP-recovery","scope":"fleet","fix":"Monitor LP armed-state; if nextFallbackMin drops to 0 without deal activity, trigger immediate core investigation for promise-drop recurrence"}],"fleetMoves":[{"scope":"core","action":"Patch armWatcher promise-drop: add hard-timeout watchdog so fallbackMs fires even if wake-promise is swallowed β€” this single bug crashed LP-Maker for 931 min, starved 5 agents, and fired bear-yosher duplicates; it will repeat on the next promise-drop"},{"scope":"fleet","action":"Rebalancer-Lior: raise BTC DCA lot to β‰₯12 USDC β€” 3 consecutive failures at 7 USDC are a confirmed structural block against LP-Maker; agent must not re-post at a known-failing lot size with LP now live"},{"scope":"fleet","action":"Option-Writer: post a fresh option at US market open (13:30 UTC) β€” this is the first opportunity to run a real end-to-end test with the corrected Option-Taker (hash fixed w18, 0 lifetime option deals)"},{"scope":"fleet","action":"Index pair: owner to resolve in one cycle β€” confirm deliberate hold with a deployment-pending flag OR diagnose wake_script_source=null; 5 dead cycles with $0 tokens and 0 wakes is indeterminate noise"},{"scope":"fleet","action":"Polymarket-Ljuba: extend watcher cache to track intentId+rate pairs so LP-Maker in-place repricing triggers re-evaluation β€” current intentId-only cache misses rate changes on LP's 12 active rotating quotes"}],"at":"2026-06-10T12:09:41.260Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP BACK DEALS FLOWING","healthDelta":"Better β€” LP-Maker confirmed recovered (12 active quotes, 6 LP-related deals in recent batch vs offline 931 min last run); Swing-Nikita, Stacker-Massimo, and Vulture-Andrew all settled with LP-Maker since last cycle, validating the recovery; Rebalancer settling via 0xBd6a fallback; Option-Taker templ","focusAreas":["LP-Maker active: 12 open quotes across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 69 total deals, 6 LP-related fills in most-recent batch β€” hub function restored","Rebalancer #831 (7 USDC β†’ 0.0001143 BTC) has ~8 min left unfilled despite LP-Maker live β€” lot-size mismatch (LP posts 12+ USDC minimums) likely still blocking","Option-Taker templateHash corrected at w18 but shows 0 lifetime option deals and 0 open intents β€” post-fix scan results unconfirmed","Bear-Yosher open BinaryBet (28m left, 4+2.67 USDC deposits) still unfilled β€” Mimic last woke 93 min ago (20m fallback means it has had multiple chances)","Index ecosystem: both armed=false, pidAlive=false, 0 wakes, $0 tokens β€” 5th consecutive identical cycle","Vulture burning $33.38/5h (fleet's #2 consumer) with 5 open intents and 32 deals β€” with LP back, assess whether fill rate justifies burn"],"perAgentFocus":{"arb-hunter-tom":"LP-Maker is confirmed back with 12 active quotes β€” did arb-hunter's fill rate recover from its 1.8% baseline in wakes since LP recovery, and did the one recent deal (Vulture-Andrew ↔ Arb-Hunter-Tom settled) indicate a swap arb opportunity a","bear-yosher":"The open custom BinaryBet (28m left, 4+2.67 USDC) is still unfilled β€” Mimic-Ljuba has had multiple fallback windows since posting; is this bet priced inside Mimic's β‰₯3pp edge floor, and is the 'exactly-one-resting-bet' invariant intact give","index-maker":"Five consecutive cycles with armed=false, pidAlive=false, 0 wakes β€” is there any new evidence (file changes, config, external trigger) distinguishing deliberate hold from deployment failure, or is this still a flat null state?","index-taker":"Same null state for 5 cycles β€” given index-maker has not moved either, is there now enough accumulated evidence to classify this definitively as a deployment failure requiring manual intervention rather than deliberate sequencing?","lp-maker-matheus":"Prior summary described offline 931 min but current data shows armed=true, last_wake=2min, pidAlive=false, 12 open intents β€” confirm: was the recovery triggered by the armWatcher promise-drop fix, a manual restart, or a natural watcher re-a","mimic-ljuba":"Bear's BinaryBet has been open ~28 min and Mimic's 20-min fallback means it has fired at least once since posting β€” why has Mimic not taken it? Does the bet fall outside Mimic's β‰₯3pp edge threshold, or is the custom-deal template scan missi","momentum-nikita":"Last wake 90min ago with 396-min fallback β€” with LP-Maker now confirmed live (the prior blocker), is the 396-min cadence still appropriate, or should momentum reassess the leadership field sooner given the counterparty environment has chang","option-taker-matheus":"templateHash was corrected at w18 β€” in the wakes since (last_wake=18min ago), did the corrected scan find any live Option-Writer options in the book, and has any take been attempted or posted?","option-writer-matheus":"Bear-Yosher ↔ Option-Writer settled in the recent batch β€” is that the resolution of a prior option, and has the writer posted a new option since? Also: sMSFT rotation was stuck at 4 failed swaps (530/533/764/804) β€” with LP-Maker now live an","polymarket-ljuba":"1931-minute fallback is the fleet's longest by far β€” with LP-Maker back and repricing the market, is the 'no misprice' signal from the last 26 wakes still credible, or is the extreme fallback interval causing Polymarket-Ljuba to miss repric","rebalancer-lior":"Intent #831 (7 USDC β†’ 0.0001143 BTC) expires in ~8 min and LP-Maker is live β€” has it filled (LP posts 12+ USDC lots, so lot-size mismatch persists), and if expired again, does the agent need to upsize its DCA slice to match LP's minimum lot","stacker-massimo":"LP-Maker is live with sNVDA quotes now (per open book: 12 USDC β†’ 0.02989 sMSFT, 12 USDC β†’ 0.05797 sNVDA) β€” is the watcher correctly staged to fire at the 13:30 UTC equity open, and did the recent Stacker-Massimo ↔ LP-Maker-Matheus settled d","swing-nikita":"Swing-Nikita ↔ LP-Maker-Matheus settled appears in the recent batch β€” confirm this was the expected sNVDA sell (the +2.57% sell-signal from prior summary), and what is the current dislocation signal heading into the 13:30 UTC open that will","vulture-andrew":"5 open intents remain (rebalance buys + baiting) with multiple LP-Maker fills already recorded β€” which of the 5 open intents are being taken by LP vs still unfilled, and is the $33.38/5h burn rate producing enough edge-positive fills to jus"},"ctas":[{"scope":"agent","text":"rebalancer-lior: #831 expires in ~8 min unfilled β€” if it expires again, raise DCA slice from 7 USDC to β‰₯12 USDC to match LP-Maker's minimum lot size and unblock the BTC allocation"},{"scope":"core","text":"Confirm whether the armWatcher promise-drop bug is resolved: LP-Maker shows armed=true + pidAlive=false β€” verify this is stable normal state post-recovery and not a partial re-arm that will drop again"},{"scope":"agent","text":"option-taker-matheus: verify post-fix scan (w18+) is actually hitting the book with the corrected templateHash β€” 0 lifetime deals and 0 open intents after fix is either 'no options posted' or 'scan st"},{"scope":"fleet","text":"Index ecosystem: 5 cycles, 0 wakes, $0 tokens β€” escalate to manual deployment decision; this is beyond normal 'waiting' cadence and blocks the only IndexBasket liquidity path"},{"scope":"agent","text":"mimic-ljuba: diagnose why Bear's open BinaryBet (28m left) hasn't been taken despite multiple fallback-window wakes β€” check if the custom-deal template is visible to Mimic's scan or if the β‰₯3pp edge f"}],"at":"2026-06-10T11:51:44.055Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T13:07:58.246Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":107.01,"used7d":null,"used7dUsd":429.46,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":64.4,"estPct7d":30.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":183,"estPct7d":72.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":185.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":55.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":148326945,"w7":502127936,"tot":502127936},"haiku":{"w5":12720852,"w7":224237289,"tot":224237289}},"fleet":{"agentsUp":12,"lifetimeTokens":726385036,"lifetimeUsd":429.46,"sessions":2753,"deals":96,"openIntents":13,"totalIntents":926},"oracle":{"USDC":1,"ETH":1633.73,"BTC":61478.22,"SSV":2.04,"AAPL":290.79,"NVDA":207.92,"MSFT":403.28},"oracleAt":"2026-06-10T13:05:28.286Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":12,"msgs":244,"total":11453357,"totalUsd":5.88,"w5":4894594,"w5Usd":2.79,"w5PctPool":2,"w7":11453357,"w7Usd":5.88,"w7PctPool":0.5,"w5Son":4894594,"w7Son":9339142,"hourly":[0.91,1.43,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T12:32:05.318Z","tokens":958574,"usd":0.52,"msgs":21}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100,"realizedPnl":-0.01,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":153,"wakes":142,"firstWakeMs":1780927992000,"lastWakeMs":1781096880000,"ageMin":0,"lastWhy":"Binary: no bets. Swap: 0 edges β€” gaps below floor, no matching give-leg. SSV +10bps is real but no actionable intent.","repeatWakes":131,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781097925490,"watching":"new intent >#925, OR binary bet in 30-min settlement window with CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Fill rate recovered from 1.8% (2/111 wakes) to ~9% in post-LP-recovery wakes (4/134 total; 2 fills in ~22 post-recovery wakes: w128 SSV swap +35bps, w131 ETH swap +22bps). The Vulture-Andrew deal (w128) confirmed a genuine arb edge: arb-hunter's CEX feed showed +35bps on an SSV intent Vulture had posted β€” arb-hunter took it profitably, portfolio grew $99.82β†’","badge":"RECOVERING WELL","confidence":"high","bottomLine":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal.","rootCause":{"class":"counterparty-starved","evidence":"2/4 settled deals ↔ LP-Maker-Matheus; 1 ↔ Vulture-Andrew; 1 prior. With LP back, fill rate jumped 5Γ— in recent wakes. w132–w135 waits: BTC needs +$2,550 (+4.2%) rally, SSV gap real but no matching intent, binaries deeply OTM β€” thin-book periods, not agent failure."},"reasoningRead":"Sound and correctly scoped. Agent quantifies every pass ('BTC needs +$2,550 rally') and advances HIGH_WATER each wake (851β†’884) without phantom fires. The Vulture-Andrew SSV take at +35bps was CEX-confirmed before execution β€” exactly what the mission requires. No churn: waits are justified by cited numbers, fills have measured edge. Solving the right problem.","wakeTriggers":["New intent ID > HIGH_WATER=884 posted to open book","Binary bet within 30–1800s of settlement AND CEX taker margin β‰₯0.5%","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 2/4 deals, 12 active quotes now live","available":"ACTIVE β€” 12 open quotes"},{"agent":"vulture-andrew","fit":"yes","why":"Posted SSV swap arb-hunter took at +35bps (w128); Vulture posts sharp intents arb-hunter can CEX-confirm","available":"ACTIVE β€” 5 open intents, 32 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets on BTC/ETH β€” arb-hunter's primary binary surface; bear's open bet (28m left) is deeply OTM so no current edge","available":"ACTIVE but current bet OTM"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts/takes BinaryBets; potential binary counterparty if near-decided","available":"Last woke 93 min ago"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. SSV +69bps gap at w129 was real but 'book has no intent with receivable-asset matching' β€” not a miss, correctly skipped. Watcher blind to CEX feed for SSV/non-BTC-ETH assets (oracle map covers only BTC/ETH), so any SSV binary edges are unmeasurable until that changes.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern correctly prevents re-firing on stale intents β€” advances every wake (851β†’884 over 7 wakes shown)","Binary check uses terms.expiry (settlement time), not posting expiry β€” correctly distinguishes when the bet resolves","CEX fetch gated by MIN_CEX_MARGIN_PCT=0.5% β€” prevents noise fires on negligible gaps","Zero-LLM, 30-min fallback, baseline-on-first-poll pattern is clean"],"lacking":["ORACLE_SYMBOL map covers only BTC/ETH β€” SSV/sAAPL/sNVDA/sMSFT binary bets with those oracles would be skipped silently even if near-decided and profitable"],"suggestedChange":"Expand ORACLE_SYMBOL to include SSV (and any stock oracle addresses) so binary near-expiry checks cover the full book, not just BTC/ETH β€” current gap means the watcher is blind to an entire binary surface segment."},"issues":[{"scope":"agent","title":"ORACLE_SYMBOL map incomplete β€” misses SSV and equity binaries","detail":"watcher only maps BTC and ETH oracle addresses; SSV/sAAPL/sNVDA/sMSFT binary bets near settlement will never trigger a fire, even if +5% in-the-money on CEX","fix":"Add SSV and equity oracle addresses to ORACLE_SYMBOL in current.ts; fetch SSV price from a liquid CEX endpoint (e.g. Coinbase or Binance SSV-USD) and equity proxies if available"},{"scope":"agent","title":"Realized PnL -$0.28 on 4 small fills (~$8-$25 notional each)","detail":"Token cost ($3.53 lifetime) is comparable to deal profit at current fill sizes; each fill is 4–8 USDC notional. Not a bug, but fill size is at the floor of economic viability","fix":"No immediate fix needed β€” portfolio mark is up $12; but if LP-Maker posts larger quotes, agent should confirm its per-fill cap (25% of portfolio) scales up with portfolio growth rather than staying anchored to old values"}],"assessment":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":2006412,"w5Usd":1.5,"w5PctPool":0.8,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":2006412,"w7Son":25523930,"hourly":[0,0,0,1.5,0,1.77,1.23,0.97,0.44,2.72,1.76,2.3,0.7,3.63,0.07,0,0,0.22,0.24,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.64,"realizedPnl":-1.69,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":112,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":111,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":true,"nextFallbackMin":134}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Sixth consecutive cycle of identical null state: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. No new signal whatsoever β€” no file timestamp, no config delta, no external trigger, no partial boot artifact. Step 1 has formally classified this as confirmed structural deployment failure (5+ cycles). This","badge":"DEPLOYMENT FAILURE","confidence":"high","bottomLine":"Index-maker has never run: 0 wakes, $0 tokens, no watcher script on disk. Six cycles of flat null data with no distinguishing signal rules out deliberate hold β€” this is a deployment failure requiring manual intervention. Its pair (index-taker) is in identical state, so even if deployed today, the counterparty would also need simultaneous deployment.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 6 observed cycles; armed=false, pidAlive=false, nextFallbackMin=null; 0 lifetime tokens; 0 wakes; settled_deals='not-indexed'. No watcher process has ever started."},"reasoningRead":"Unmeasurable β€” no LLM calls have been made, no reasoning exists to evaluate. The agent has never executed.","wakeTriggers":["MISSING: no watcher script exists on disk (wake_script_source=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed as the natural SHORT-side counterparty for index-maker's LONG IndexBasket intents","available":"also armed=false, pidAlive=false, 0 wake"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never been deployed and has posted 0 intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null: no script file found or loaded β€” watcher has never been registered","No fallback timer, no pid, no armed flag β€” process management layer entirely absent"],"suggestedChange":"Deploy the watcher script to disk and register the process; simultaneously deploy index-taker so the counterparty exists at first wake β€” a maker with no taker and no other IndexBasket consumer will post intents that expire unfilled."},"issues":[{"scope":"agent","title":"Watcher script never deployed","detail":"wake_script_source=null for 6 consecutive cycles. No watcher process has ever started (armed=false, pidAlive=false). This is not a crash β€” it is a missing deployment artifact.","fix":"Write current.ts to the index-maker agent directory, register the watcher, and verify armed=true on next cycle. Coordinate with index-taker deploy β€” both must be live simultaneously or the maker posts into a vacuum."},{"scope":"agent","title":"Paired deployment dependency: index-taker also undeployed","detail":"index-taker is in identical null state (armed=false, pidAlive=false, $0, 0 wakes). Deploying index-maker alone produces intents with zero auditing counterparties on the fleet.","fix":"Treat index-maker and index-taker as a single deployment unit β€” ship both in the same operation."}],"assessment":"Index-maker has never run: 0 wakes, $0 tokens, no watcher script on disk. Six cycles of flat null data with no distinguishing signal rules out deliberate hold β€” this is a deployment failure requiring manual intervention. Its pair (index-taker) is in identical state, so even if deployed today, the counterparty would also need simultaneous deployment."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"6th consecutive cycle of identical null state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No change whatsoever. The dependency theory ('taker waits for maker') is now fully refuted: index-maker is in the same null state across all 6 cycles β€” no maker deployment preceded or triggered taker; both fa","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero activity across 6 observer cycles. wake_script_source=null and nextFallbackMin=null confirm no process exists and no wakeup is scheduled β€” this agent has never run. The dependency theory is refuted: index-maker is equally undeployed, so no 'maker-first' trigger ever fired.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes ever, $0 lifetime tokens β€” identical across cycles 1-6; index-maker shows same null profile, refuting dependency chain theory"},"reasoningRead":"No reasoning to assess β€” agent has never executed. The dependency hypothesis ('taker waits for maker to post IndexBasket intents before deploying') has been falsified by 6 cycles of index-maker also being undeployed. There is no evidence of any intentional wait logic; the symmetry points to a shared root deployment failure.","wakeTriggers":["MISSING: no wake script exists (null source)","MISSING: no fallback scheduled (nextFallbackMin=null)","MISSING: no process alive (pidAlive=false)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty β€” posts LONG IndexBasket intents that index-taker would SHORT","available":"unavailable β€” armed=false, pidAlive=fals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never deployed; watcher blind to book. No IndexBasket intents observable from this agent's perspective.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (source=null)","No fallback timer configured","No process ever started"],"suggestedChange":"Deploy the agent: write and register a wake script that polls for open LONG IndexBasket intents, fetches verified source from the indexer, runs the audit-custom-deal skill, and crosses only on ACCEPT β€” this is the entire unimplemented missi"},"issues":[{"scope":"agent","title":"Agent never deployed β€” wake script missing","detail":"wake_script_source=null across 6 cycles. No process, no fallback, no wakes. The dependency theory (waits for index-maker) is refuted: index-maker is equally undeployed, so no maker-first trigger exists. Both index agents appear to have failed at the initial deployment step.","fix":"Create current.ts for index-taker with: (1) poll indexer for open LONG IndexBasket intents, (2) fetch + verify contract source, (3) run audit-custom-deal, (4) cross on ACCEPT only. Deploy alongside index-maker β€” both need to launch together."},{"scope":"agent","title":"index-maker co-dependency: both agents must deploy together","detail":"index-taker has no intents to take until index-maker posts them. With index-maker also at armed=false/pidAlive=false, deploying taker alone produces zero activity. Both must be initialized in the same deployment step.","fix":"Coordinate index-maker and index-taker deployment as a single operation β€” deploy maker first, confirm it posts an IndexBasket intent, then deploy taker."}],"assessment":"Zero activity across 6 observer cycles. wake_script_source=null and nextFallbackMin=null confirm no process exists and no wakeup is scheduled β€” this agent has never run. The dependency theory is refuted: index-maker is equally undeployed, so no 'maker-first' trigger ever fired."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":254,"msgs":5483,"total":334786661,"totalUsd":192.11,"w5":88055067,"w5Usd":58.58,"w5PctPool":35.2,"w7":334786661,"w7Usd":192.11,"w7PctPool":13.9,"w5Son":82665083,"w7Son":262298731,"hourly":[14.58,15.95,10.47,14.22,3.36,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.43,1.14,0],"lastWake":{"ts":"2026-06-10T13:07:40.572Z","tokens":413739,"usd":0.35,"msgs":10}},"onchain":{"deals":71,"openIntents":11,"balanceUsd":744.69,"realizedPnl":8.05,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":259,"wakes":31,"firstWakeMs":1781018900000,"lastWakeMs":1781095920000,"ageMin":16,"lastWhy":"Large oracle moves triggered volTerm widening. SHORT skew on all crypto: ETH critically thin ($0.25) after fill. No ETH ","repeatWakes":30,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"Cluster C 13:15 UTC | ETH<$1630 | BTC<$61360 | BTC>$62200 | SSV>$2.075 | ETH bid #922 fill | US open 13:30","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":35.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":5,"msgs":83,"total":4449629,"totalUsd":0.99,"w5":1038829,"w5Usd":0.24,"w5PctPool":0.4,"w7":4449629,"w7Usd":0.99,"w7PctPool":0.2,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0.01,0.23,0,0,0,0,0.4,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:08:00.407Z","tokens":1038829,"usd":0.24,"msgs":17}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":153,"wakes":55,"firstWakeMs":1780927020000,"lastWakeMs":1781087026000,"ageMin":164,"lastWhy":"Intent #869 taker side (BTC above $63.5k in 23h) at +42pp edge = cost-implied 60% vs fair ~18% = well above 3pp floor, 1","repeatWakes":46,"avgGapMin":49,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098907441,"watching":"new BinaryBet OR stock market open 13:30 UTC (90min fallback)","armed":true,"nextFallbackMin":34}},"verdict":{"summary":"Since w45/deal #84, Mimic has been highly active: 3 new deals taken (deal #87 w47 +35pp, deal #88 w51 +40pp, deal #93 w53 +42pp), all Bear-Yosher BinaryBets, all well above the β‰₯3pp floor. Edge discipline remains consistent. Intent #778 (BTC below $62k, posted w46 mirroring Bear's bearish flow) is the one outstanding posting. Bear is armed/alive (fallback 15","badge":"ACTIVE, MARKET OPEN READY","confidence":"high","bottomLine":"3 deals since last summary (deals #87, #88, #93) at +35–42pp edge, all on discipline. Bear is alive and the market-open trigger fires in ~37min β€” Mimic is positioned for the next Bear tech-equity BinaryBet wave. Critical watcher bug: STOCK_MARKET_OPEN_MS is hardcoded to epoch 1781104600 (today only) β€” after 13:30 UTC today that trigger dead-codes permanently.","rootCause":{"class":"structural","evidence":"16/16 settled deals are ↔ Bear-Yosher exclusively. Zero counterparty diversity β€” if Bear goes offline, Mimic's deal flow stops entirely. Deal IDs: #84, #87, #88, #93 and all 16 settled entries confirm single-counterparty lock-in."},"reasoningRead":"Sound and on-mission. β‰₯3pp edge floor enforced consistently across w46–w53: idle at w48/w49/w50/w52 when floor unmet, active at w47/w51/w53 when edge 35–42pp. Correctly ignores Option-Writer ↔ Bear settlement as out-of-scope. No churn. The one concern is that the reasoning is structurally sound but solving an increasingly narrow problem β€” it only evaluates Bear's flow, not the whole BinaryBet book","wakeTriggers":["new BinaryBet intent on book (template 0x09cd...)","stock market open at 13:30 UTC (hardcoded epoch 1781104600 β€” TODAY ONLY, dead after 13:30)","90min fallback (nextFallbackMin=48, so ~42min elapsed)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Sole counterparty for all 16 deals; posts BinaryBets Mimic prices and takes. Bear armed/alive, last wake 92min ago, fallback 153min.","available":"armed, alive, resting"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also takes near-decided BinaryBets β€” could compete for same Bear intents rather than be a counterparty.","available":"ok, 5 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries too β€” overlapping taker universe, not a maker Mimic can take from.","available":"ok, 32 deals"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable from this data β€” all high-edge taker opportunities on Bear's BinaryBets appear to have been taken (deals #87, #88, #93 in w47/w51/w53). Watcher fires on new intents so latency to book is low. However: if any non-Bear agent posted a BinaryBet above 3pp edge, Mimic would take it β€” no evidence such intents existed this window.","wakeScript":{"wellReasonedForMission":true,"good":["Polls on new BinaryBet template matches β€” correct primary trigger for a copy-trader","Fires on stock market open (13:30 UTC) to scan sAAPL/sNVDA/sMSFT β€” well-reasoned for Bear's tech-equity flow","60s poll cadence appropriate; 90min fallback present","Uses newMatches() correctly to filter new intents only vs baseline"],"lacking":["STOCK_MARKET_OPEN_MS = 1781104600 * 1000 is a hardcoded epoch (2026-06-10 13:30 UTC) β€” fires once, then dead-codes forever. After today's open, market-open trig","No lower bound on BinaryBet stake size β€” could wake on a dust bet Bear posts"],"suggestedChange":"Replace hardcoded `STOCK_MARKET_OPEN_MS` with a daily time-of-day check: compute today's 13:30 UTC dynamically each loop iteration (e.g. `const todayOpen = new Date(); todayOpen.setUTCHours(13,30,0,0);`) so the trigger fires every trading d"},"issues":[{"scope":"agent","title":"STOCK_MARKET_OPEN_MS hardcoded to single epoch β€” dead after today","detail":"wake_script line: `const STOCK_MARKET_OPEN_MS = 1781104600 * 1000; // 2026-06-10 13:30 UTC`. After 13:30 UTC today, `Date.now() >= STOCK_MARKET_OPEN_MS` is permanently true but already fired β€” depending on whether fireWake is idempotent, this either misfires every tick or silently never triggers the","fix":"Compute daily open dynamically: `const now = new Date(); const todayOpen = new Date(Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate(), 13, 30, 0)); if (Date.now() >= todayOpen.getTime() && Date.now() < todayOpen.getTime() + 60_000) fireWake(...)` β€” window-gate to avoid repeated fire"},{"scope":"agent","title":"Single counterparty dependency β€” Bear-Yosher sole source of all 16 deals","detail":"100% deal flow depends on Bear-Yosher posting. If Bear goes offline (as LP-Maker did for 931min last cycle), Mimic goes idle indefinitely. No evaluation of BinaryBets from other agents observed.","fix":"Confirm in CLAUDE.md that Mimic is permitted to take BinaryBets from any poster (not just Bear) β€” if so, no code change needed, it already uses template-hash filtering which is poster-agnostic. If Bear-only is intended, document it explicitly."},{"scope":"agent","title":"Intent #778 (BTC below $62k) posted w46 β€” status unknown","detail":"w46 log shows intent #778 posted on-chain (tx 0x19ef4c...). w50 notes 'Intent #778 (my pos)' still open. No settlement or expiry confirmed in wake log. If it expired unmatched, that's expected given BTC at $61,154 vs $62k strike; if it's still live with BTC now rallied, it may be at risk.","fix":"Verify intent #778 expiry/status at next wake β€” no action needed if expired cleanly, but log it explicitly so the summary chain is clean."}],"assessment":"3 deals since last summary (deals #87, #88, #93) at +35–42pp edge, all on discipline. Bear is alive and the market-open trigger fires in ~37min β€” Mimic is positioned for the next Bear tech-equity BinaryBet wave. Critical watcher bug: STOCK_MARKET_OPEN_MS is hardcoded to epoch 1781104600 (today only) β€” after 13:30 UTC today that trigger dead-codes permanently."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.16,"realizedPnl":-0.84,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":171,"wakes":15,"firstWakeMs":1780940859000,"lastWakeMs":1781086750000,"ageMin":169,"lastWhy":"Edge threshold unmet. Market chopping without leadership. Watcher died (session restart), relaunching to restore automat","repeatWakes":14,"avgGapMin":174,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781115883826,"watching":"crypto momentum gap β‰₯2pp OR US market open 13:30 UTC OR 8h fallback","armed":true,"nextFallbackMin":317}},"verdict":{"summary":"Watcher DOES have the market-open trigger and will fire at 13:30 UTC (~39 min), not at the 5.5h fallback β€” Step-1 focus question resolved YES. Prior idle streak w12–w15 remains disciplined threshold filtering (no 2pp gap in co-declining crypto). LP-Maker recovery (10 active quotes on BTC/ETH/SSV/sNVDA/sAAPL/sMSFT) restores fill-side for any intent, removing ","badge":"MARKET OPEN READY","confidence":"high","bottomLine":"Watcher fires at 13:30 UTC today via explicit time trigger β€” not idling 5.5h. LP-Maker's return with 10 quotes across all relevant assets removes the fill-side blocker that expired #741 and #745. One urgent fix: MARKET_OPEN_UTC literal becomes a permanently-passed timestamp after today, turning every 60s poll into a spurious wake from June 11 onward.","rootCause":{"class":"structural","evidence":"Only 1 settled deal in 15 wakes ($0 tokens last 5h). #741 (1h window) and #745 (8h window) both expired unfilled β€” LP-Maker was offline during both postings. With LP now back, fill-side blocker is resolved for next intent. No 2pp gap has materialized since w11 (SSV lead, 3.58pp fast / 2.06pp slow) w"},"reasoningRead":"Sound, solving the right problem. Threshold discipline (2pp) correctly filtered w12–w15 noise; agent did not churn. Market-open trigger is well-reasoned: stocks add diversity to the ranking field and are the most likely momentum source post-13:30 UTC. No evidence of recycling the same stale move.","wakeTriggers":["crypto pair divergence β‰₯2pp among BTC/ETH/SSV (60s poll)","Date.now() >= 2026-06-10T13:30:00Z β€” fires in ~39 min","8h fallback (armWatcher FALLBACK_MS = 8*3600_000)","MISSING: date-agnostic next-market-open calculation β€” after today the literal is permanently exceeded and every 60s poll fires a spurious wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"10 active quotes on BTC, ETH, SSV, sNVDA, sAAPL, sMSFT β€” covers the full momentum ranking field; 8 of last 16 settled deals as counterparty","available":"fully recovered, online"},{"agent":"swing-nikita","fit":"maybe","why":"trades same assets (BTC/ETH/stocks) via delivered swaps; directional opposite when fading dislocations momentum creates","available":"armed, awaiting market open"},{"agent":"rebalancer-lior","fit":"no","why":"7 USDC lot size too small; momentum posts ~$51 intents; LP minimum mismatch anyway","available":"open 7 USDC intent, 12m left"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no 2pp+ gap has appeared since w11 (SSV 3.58pp). Crypto co-declining, stocks frozen pre-open. Watcher cannot rank stocks until market open fires, so the opportunity window opens at 13:30 UTC.","wakeScript":{"wellReasonedForMission":true,"good":["Three-trigger design: gap | market-open | fallback β€” covers crypto momentum, equity rotation, and time-boxed patience","Live baseline captured on first poll (not hardcoded) β€” gap is measured from real entry context","60s cadence is appropriate for momentum detection without being wasteful","Market-open trigger correctly routes stocks back into full-field ranking post-13:30 UTC"],"lacking":["MARKET_OPEN_UTC = new Date('2026-06-10T13:30:00Z') is a one-day literal β€” tomorrow Date.now() > this forever, every poll fires immediately","No stock symbols in CRYPTO array; after market-open fires and agent wakes, the watcher relaunched next cycle must include sNVDA/sAAPL/sMSFT in the gap-check or "],"suggestedChange":"Replace the hardcoded MARKET_OPEN_UTC literal with a daily-recalculating next-open: compute the next 13:30 UTC that is still in the future (advance date by 1 day if today's open has already passed). This is a one-line fix that prevents the "},"issues":[{"scope":"agent","title":"MARKET_OPEN_UTC hardcoded to 2026-06-10 β€” stale from tomorrow","detail":"Line: `const MARKET_OPEN_UTC = new Date(\"2026-06-10T13:30:00Z\").getTime()`. After 13:30 UTC today, Date.now() permanently exceeds this value. Every 60s poll will fireWake('US market open…'), burning tokens and waking the LLM every minute.","fix":"Compute next 13:30 UTC dynamically: `const now = Date.now(); const todayOpen = new Date(new Date().toISOString().slice(0,10)+'T13:30:00Z').getTime(); const MARKET_OPEN_UTC = todayOpen > now ? todayOpen : todayOpen + 86_400_000;`"},{"scope":"agent","title":"Post-market-open wake doesn't include equity symbols in gap check","detail":"After the 13:30 UTC wake fires, the re-launched watcher should track sNVDA/sAAPL/sMSFT in the CRYPTO array alongside BTC/ETH/SSV for the full-field ranking the mission describes. Current script only ever polls the three crypto symbols.","fix":"After market open, extend the watched symbols array (or reload script with EQUITY=[...]) so intraday gap detection covers the same universe the LLM ranks."}],"assessment":"Watcher fires at 13:30 UTC today via explicit time trigger β€” not idling 5.5h. LP-Maker's return with 10 quotes across all relevant assets removes the fill-side blocker that expired #741 and #745. One urgent fix: MARKET_OPEN_UTC literal becomes a permanently-passed timestamp after today, turning every 60s poll into a spurious wake from June 11 onward."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":null,"tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":156,"wakes":19,"firstWakeMs":1780995929000,"lastWakeMs":1781096520000,"ageMin":6,"lastWhy":"take-option.ts --scan reported optionTemplateHash=0xb3d66f... (derived from creationCode.json via keccak256), but wake-s","repeatWakes":16,"avgGapMin":99,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102491295,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":94}},"verdict":{"summary":"W18 fixed the templateHash (0xb3d66f4b…) and w19 (14:02, 32 min ago) is the first post-fix scan β€” it ran cleanly and returned 'No audited Option intents found', confirming the fix is operational. Across all 19 wakes (w12–w19), every scan has returned zero audited Option intents; 0 deals is entirely supply-side: option-writer-matheus has 13 lifetime deals but","badge":"FIX CONFIRMED, SUPPLY DRY","confidence":"high","bottomLine":"The w18 templateHash fix is confirmed working: w19 executed a clean book scan with the correct hash and found 0 audited Option intents. All 19 wakes show the same result β€” no supply, not a taker-side fault. The single unlock is option-writer-matheus posting an open Option intent; until then, 0 deals is the market's state, not agent failure.","rootCause":{"class":"counterparty-starved","evidence":"w12–w19 all log 'No audited Option intents found'; option-writer-matheus has 13 lifetime deals (health=ok) but 0 currently open option intents visible in the book; no other agent in the fleet writes audited Options"},"reasoningRead":"Sound and correctly scoped. The agent identified and fixed the only real bug (templateHash), confirmed it at w19, and is now polling cheaply (tokens_5h_usd=$0). No churn β€” avg_gap_min=102 is appropriate for a patient taker waiting on thin supply. The reasoning loop is solving the right problem; the market is just empty.","wakeTriggers":["new audited Option intent appears with templateHash=0xb3d66f4b… (newMatches filter)","2h fallback","MISSING: audited Options already in the book at watcher-start are added to `seen` and silently skipped β€” won't fire until the 2h fallback even if a valid option"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option writer in the fleet, 13 lifetime deals, health=ok β€” but currently 0 open option intents","available":"active but not currently quoting options"}],"reliableCounterparties":0,"missedOpportunities":"none β€” book has been empty of audited Option intents across all 19 wakes; no takeable intents existed post-fix","wakeScript":{"wellReasonedForMission":true,"good":["fires exclusively on new audited Option intents via templateHash filter β€” correct and tight","2h fallback prevents indefinite silence in a thin market","zero-LLM, lightweight poll β€” $0 burn in 5h window is correct for a patient taker","templateHash hardcoded from creationCode keccak256, not derived at runtime β€” stable"],"lacking":["seen set is initialized from current book state: if a valid audited Option intent is already open when the watcher starts, it's silently added to seen and won't","no logging of how many total Option-templateHash intents (vs audited ones) are seen β€” can't distinguish 'book empty' from 'wrong hash still filtering everything"],"suggestedChange":"On first-loop seen-initialization, check the current intents for any audited Options (isAuditedOption) before populating seen β€” if any match, fireWake immediately rather than adding them to seen. This closes the gap where a pre-existing opt"},"issues":[{"scope":"agent","title":"Pre-existing audited Option intents missed until 2h fallback","detail":"The watcher initializes `seen` from the live book on first poll. Any audited Option intent already open at that moment is added to `seen` and excluded from future newMatches checks β€” the agent won't act on it until the 2h fallback fires the next wake.","fix":"Before populating `seen`, run isAuditedOption over the initial intent list; if any match, call fireWake('pre-existing audited Option intent found') instead of silently seeding seen with it."}],"assessment":"The w18 templateHash fix is confirmed working: w19 executed a clean book scan with the correct hash and found 0 audited Option intents. All 19 wakes show the same result β€” no supply, not a taker-side fault. The single unlock is option-writer-matheus posting an open Option intent; until then, 0 deals is the market's state, not agent failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":2244360,"w5Usd":0.85,"w5PctPool":0.9,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":712653,"w7Son":2373358,"hourly":[0,0,0,0,0.85,0.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":97.12,"realizedPnl":-2.89,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":156,"wakes":33,"firstWakeMs":1780947228000,"lastWakeMs":1781087640000,"ageMin":154,"lastWhy":"Stock legs must only trade during US market hours (13:30-20:00 UTC). sMSFT drift -$17.50 requires action but must wait f","repeatWakes":1,"avgGapMin":73,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098800000,"watching":"US market open 13:30 UTC β€” sMSFT rebalance (~$17.50)","armed":true,"nextFallbackMin":32}},"verdict":{"summary":"Prior: ETH PUT 779 posted at 08:55 (accept window 60min, closes ~09:55), sMSFT rotation stuck at 4 failed swaps (530/533/764/804). New since last summary: PUT 779 almost certainly expired unfilled β€” open_intents=0 at 10:51 UTC, no settlement recorded, Option-Taker (0 lifetime deals) never engaged in the 60min window. w31 correctly diagnosed root structural c","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet.","rootCause":{"class":"counterparty-starved","evidence":"PUT 779: posted 08:55, 60-min window, open_intents=0 at 10:51 = expired unfilled; Option-Taker lifetime deals = 0. sMSFT: swaps 530/533/764/804 all failed; w31 self-diagnosed 'LP only trades belt tokens'; Bear-Yosher (tech equities up conviction, 16 deals) is the only plausible sMSFT taker but has n"},"reasoningRead":"Sound and improving. w28 panic (encoding failure) was self-corrected at w29 with template validation. w31 correctly stopped reposting sMSFT after diagnosing LP structural constraint β€” avoided token burn on doomed swaps. w33 correctly gates stock legs to market hours (13:30–20:00 UTC). The agent is solving the right problems; the block is counterparty absence, not reasoning failure.","wakeTriggers":["Date.now() >= 2026-06-10T13:30:00Z (US market open for sMSFT rebalance)","Fallback: 13:40 UTC (+10min after open)","MISSING: no trigger on option book β€” if Option-Taker or Polymarket-Ljuba posts a taker intent for ETH options before 13:30, this agent sleeps through it"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed buyer for ETH/BTC options written by this agent; cash-settled PUT 779 was exactly on-mission for it","available":"armed, 105min fallback, but 0 lifetime d"},{"agent":"lp-maker-matheus","fit":"no","why":"Belt tokens only (ETH/BTC/USDC/sAAPL/sNVDA/SSV); confirmed non-taker for sMSFT swaps per w31 diagnosis","available":"active, 11 open quotes, 12/16 recent dea"},{"agent":"bear-yosher","fit":"maybe","why":"Tech equities UP conviction aligns with sMSFT long; has capacity (16 deals, ok health); 1 settled deal with this agent already","available":"ok health, active β€” but no evidence of s"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents; 2 deals, active β€” could have evaluated PUT 779","available":"ok health, 2 deals β€” unknown if it saw P"}],"reliableCounterparties":0,"missedOpportunities":"None on the taker side (agent is a maker for options and a buyer for stock/crypto swaps). On the option-writing side: PUT 779 was correctly priced (3% premium, 1% OTM, 2hr term) and went unfilled β€” the miss is Option-Taker's failure to engage, scoped fleet/core. sMSFT misses are structural: no counterparty exists regardless of timing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30 UTC US market open β€” correct gate for stock-token legs per mission rules","10-min fallback (13:40) ensures the wake happens even if the loop fires slightly late","Label clearly states the intent ('sMSFT rebalance ~$17.50') β€” unambiguous audit trail","Zero-LLM, deterministic time check β€” no hallucination risk in the watcher itself"],"lacking":["No option-book trigger: if Option-Taker or Polymarket-Ljuba opens a taker window for ETH options before 13:30, agent misses it entirely","Market-open wake will hit the same structural wall β€” sMSFT has no known taker; the wake is well-timed but the post-wake action is likely to fail again"],"suggestedChange":"Add a secondary trigger (or pre-wake check at 13:30) that evaluates whether any stock-token counterparty (Bear-Yosher open intents, Polymarket book) is present for sMSFT before reposting; if none, pivot the $17.50 Engine 2 slice to sAAPL (L"},"issues":[{"scope":"core","title":"Option-Taker never executes: option ecosystem one-sided","detail":"Option-Taker-Matheus has 0 lifetime deals despite being armed. PUT 779 (collateral $8, 3% premium, 60-min window) was a textbook on-mission fill β€” it expired untouched. This is a fleet-level blocker: Option-Writer cannot realize premium income without a functioning taker.","fix":"Diagnose Option-Taker: read its wake script and recent wakes to determine if it saw PUT 779 and rejected it (pricing logic?) or never evaluated it (watcher blind to option book). If blind, add an option-book trigger to its watcher."},{"scope":"agent","title":"Engine 2 sMSFT path permanently blocked without counterparty discovery","detail":"5 consecutive failed sMSFT swaps (530/533/764/804 + pending at 13:30). LP-Maker confirmed non-taker. Bear-Yosher is the only plausible counterparty (tech equities up) but has not filled stock tokens. Repeating the same swap post at market open is rational patience only if there's evidence a taker ex","fix":"At 13:30 wake, before posting sMSFT swap: check Bear-Yosher's open intents and recent activity for stock-token appetite. If no signal, redirect the $17.50 Engine 2 slice to sAAPL (LP-Maker fills it reliably) and note sMSFT as parked until a taker appears."}],"assessment":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83,0.29],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.93,"realizedPnl":0.67,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":153,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781087958000,"ageMin":149,"lastWhy":"sAAPL held in wallet but needsApproval=true β€” without approval, exit swap cannot execute. Approved preemptively before h","repeatWakes":18,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1852}},"verdict":{"summary":"w19–w26 all returned 'no misprice'; w26 preemptively approved sAAPL (tx 0xf1458336) β€” correct friction-removal. Agent holds 0.085722 sAAPL @ $290.79 entry, watching for stop $277.34 / forward $303.75 / Jun12 horizon. Fallback of ~31h is the Jun11 20:00 UTC 'assess maker candidates' window β€” NOT a 31h sleep; watcher polls every 60s for price triggers AND new ","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"Agent is correctly armed and actively polling β€” not hibernating. The ~31h fallback is structural (pre-expiry assessment at Jun11 20:00 UTC); live triggers fire within 60s on price breach or new intent. LP-Maker's 10 active quotes are primarily swaps; no new binary/option intentIds have appeared to trigger a wake, so 'no misprice' signal remains valid by the watcher's detection capability. The one real gap: if LP reprices an existing binary/option intent without posting a new intentId, polymarket-ljuba won't see it until a price trigger fires or the Jun11 fallback lands.","rootCause":{"class":"counterparty-starved","evidence":"2 lifetime deals (1 swap ↔ LP-Maker-Matheus). Binary/option intents are sparse on the book; watcher new-intent polling has not fired since w26. LP's recovery adds swap liquidity but no confirmed new binary/option postings yet."},"reasoningRead":"Sound and on-mission. The agent correctly distinguishes 'holding existing position' from 'seeking new entries' and manages both in one watcher. The sAAPL approval (w26) shows forward-looking friction-removal. The repeated 'no misprice' verdict is credible given a thin binary/option book β€” this is patient waiting, not a reasoning loop. The one concern: it cannot distinguish 'no mispriced intents ex","wakeTriggers":["sAAPL oracle price <= $277.34 (stop, -4% from entry)","sAAPL oracle price >= $303.75 (forward, +4.8%)","sAAPL horizon expiry: blockchain nowTs >= 1781294400 (Jun12 20:00 UTC)","New binary/option intentId appears in readOpenIntents (60s poll)","Fallback: Jun11 20:00 UTC (~31h, pre-expiry maker-candidate assessment)","MISSING: rate change on an existing binary/option intentId (watcher sees new IDs only)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only settled counterparty (1 swap deal); now back with 10 active quotes including sAAPL β€” if LP posts new binary/option intents, watcher cat","available":"LIVE β€” 10 active quotes, fully recovered"},{"agent":"option-writer-matheus","fit":"yes","why":"Primary target: posts options polymarket-ljuba is designed to value and take; 13 lifetime deals suggests active posting","available":"ok β€” key counterparty to watch at market"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below oracle β€” polymarket-ljuba could evaluate these against Polymarket distribution","available":"ok, 17 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited binaries; polymarket-ljuba could find misprice vs Polymarket on these","available":"ok, 32 deals"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for repriced existing intents β€” watcher blind to rate changes on in-place intentIds. For new intents: none detected by watcher since w26; US market open (~13:30 UTC today) is the next likely catalyst for fresh option-writer-matheus postings that would trigger a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price stop/forward triggers are well-calibrated to the held sAAPL position ($277.34 / $303.75 from $290.79 entry)","Fallback at Jun11 20:00 UTC is structurally correct β€” 24h pre-expiry assessment window, not arbitrary","60s poll for new binary/option intentIds is the right cadence for a taker agent (not sub-minute, not hourly)","Reads horizonTs from state.json rather than hardcoding, with correct fallback to 1781294400","FALLBACK_MS = Math.max(..., 4h) prevents sub-4h fallback if called near Jun11 deadline"],"lacking":["No trigger for rate changes on existing intentIds β€” a repriced option by option-writer-matheus would not fire a wake","No market-open trigger for today's 13:30 UTC US open β€” fleet expects activity spike; watcher won't proactively check","lastWakeBets initialized to null means the very first poll pass silently skips new-intent detection (sets baseline rather than evaluating)"],"suggestedChange":"Add a periodic 4-6h auxiliary fallback or a dedicated 13:30 UTC market-open trigger for today's session, so the agent re-evaluates the book when LP-Maker and option-writer-matheus are most likely to have posted fresh binary/option intents. "},"issues":[{"scope":"agent","title":"Watcher blind to rate changes on existing intentIds","detail":"The 60s poll detects new intentIds but not price/rate updates on in-place intents. If LP-Maker or option-writer-matheus reprices an existing option without reposting a new intentId, polymarket-ljuba won't re-evaluate until a price trigger or the Jun11 fallback fires.","fix":"Track last-seen rates (or createdAt timestamps) per intentId alongside the ID set, and fireWake when a known intentId's rate changes by more than a threshold (e.g. 2%)."},{"scope":"agent","title":"No market-open wake trigger for today's US open","detail":"Fleet expects an activity spike at ~13:30 UTC today (Swing, Momentum, Stacker all armed for it). polymarket-ljuba has no trigger for this window β€” it will only wake if a new intentId appears or price breaches, which may lag the actual posting surge.","fix":"Add a one-time fireWake at US market open timestamp (today 13:30 UTC = 1749558600) alongside the existing triggers, for today's session only."}],"assessment":"Agent is correctly armed and actively polling β€” not hibernating. The ~31h fallback is structural (pre-expiry assessment at Jun11 20:00 UTC); live triggers fire within 60s on price breach or new intent. LP-Maker's 10 active quotes are primarily swaps; no new binary/option intentIds have appeared to trigger a wake, so 'no misprice' signal remains valid by the watcher's detection capability. The one real gap: if LP reprices an existing binary/option intent without posting a new intentId, polymarket-ljuba won't see it until a price trigger fires or the Jun11 fallback lands."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":2,"msgs":29,"total":1420532,"totalUsd":0.31,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1420532,"w7Usd":0.31,"w7PctPool":0.1,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-09T20:31:55.338Z","tokens":582021,"usd":0.14,"msgs":12}},"onchain":{"deals":8,"openIntents":1,"balanceUsd":98.9,"realizedPnl":-1.09,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":259,"wakes":24,"firstWakeMs":1780939200000,"lastWakeMs":1781096580000,"ageMin":5,"lastWhy":"BTC most-underweight 24/7 leg at -7.3pp. 5th consecutive expiry but oracle jumped +$575; keeping DCA live while waiting ","repeatWakes":22,"avgGapMin":114,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098200000,"watching":"intent #926 resolves (fill/expire) OR stocks market open 13:30 UTC","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.03,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":67,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781093128000,"ageMin":63,"lastWhy":"sNVDA sell-side reappeared β†’ reset consecutive_misses=0 and resume sNVDA targeting. Approved full USDC so 10 USDC lots a","repeatWakes":23,"avgGapMin":101,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":true,"nextFallbackMin":24}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":259,"wakes":17,"firstWakeMs":1780924988000,"lastWakeMs":1781081455000,"ageMin":257,"lastWhy":"sNVDA double-blocked: no position to sell + market hours. No buy-dip above 1.5% threshold. One deliberate action: wait.","repeatWakes":9,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105400000,"watching":"13:30 UTC US market open OR crypto buy-dip β‰₯1.5% (BTC/ETH/SSV)","armed":true,"nextFallbackMin":142}},"verdict":{"summary":"Still correctly armed for 13:30 UTC US market open (armed=true, pidAlive=true, nextFallbackMin=156 β†’ 15:30 UTC fallback). sNVDA sell signal blocked NOT by LP absence but by zero sNVDA position β€” a structural constraint LP-Maker's return does NOT fix. LP back does unlock the BUY side: SSV dip at w11 expired unfilled partly because LP was offline; now LP quote","badge":"ARMED, MARKET OPEN","confidence":"high","bottomLine":"sNVDA sell signal is actionable in 39 min only if Swing acquires sNVDA first β€” it has 0 position. LP-Maker returning is immaterial for the sell path but removes the SSV fill-risk that killed the w11 intent (23 USDC β†’ 11.68 SSV, expired unfilled). All 3 lifetime deals are LP-Maker swaps; reliable counterparty count stays at 1.","rootCause":{"class":"structural","evidence":"w17+w18 both cite 'sNVDA double-blocked: market hours + zero position.' Zero position is the binding constraint β€” even with LP quoting sNVDA, Swing cannot sell what it doesn't own. SSV buy-dip at w11 expired unfilled; LP offline at the time was the fill-side gap."},"reasoningRead":"Sound reasoning solving the right problem. Agent correctly distinguishes two separate blockers (market hours vs zero position) and does not re-post into a thin book (churn guard at w12, 'no tiny unfillable reposts' at w13). Waiting behavior is deliberate and documented. One subtle gap: at market open the agent will find sNVDA sell-strength but still can't act β€” it needs to pivot to a BUY signal or","wakeTriggers":["Time: Date.now() >= MARKET_OPEN_TS (2026-06-10T13:30:00Z) β€” fires in ~39 min","Price: BTC ≀ 60,438 / ETH ≀ 1,610 / SSV ≀ 1.98 (trailing * 0.985, hardcoded from w18)","Fallback: 2026-06-10T15:30:00Z (156 min)","MISSING: no sNVDA price watch during market hours β€” agent must wake first to detect equity dislocations in real time"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Only counterparty for all 3 settled deals; now back with 10 quotes including SSV, BTC, ETH, sNVDA β€” covers every asset Swing trades","available":"ONLINE β€” 10 active quotes, 8 of last 16 "},{"agent":"stacker-massimo","fit":"maybe","why":"Buying sNVDA 0.50 USDC/wake β€” could absorb a Swing sNVDA sell if Swing ever acquires a position, but size mismatch (Swing slices ~23 USDC)","available":"armed, periodic wakes"},{"agent":"rebalancer-lior","fit":"no","why":"DCA swaps too small (7 USDC) and below LP minimum; wrong template","available":"open intent in book, 12 min left"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. SSV dip at w11 was acted on (intent posted); it expired unfilled due to thin book + LP offline. LP is now back β€” if SSV re-dips β‰₯1.5% below 2.01, the fill path now exists. No other dislocation signals visible in wake log since w11.","wakeScript":{"wellReasonedForMission":true,"good":["Time trigger exactly at 13:30 UTC market open β€” correct for an equity fade trader","Continuous crypto-dip poll (60s loop) on BTC/ETH/SSV β€” right cadence for a patient agent","Hard fallback at 15:30 UTC prevents indefinite sleep","Zero LLM in watcher β€” pure price check","No book-watch β€” correct: Swing's mission is oracle-dislocation, not counterparty flow"],"lacking":["Trailing averages hardcoded at w18 values (BTC: 61,378.68, ETH: 1,635.46, SSV: 2.01) β€” will be stale if prices drift before market open; the full wake recompute","No awareness that sNVDA sell signal requires a long position β€” watcher will fire at 13:30 UTC and agent will immediately find its sNVDA sell blocked again; no s"],"suggestedChange":"Fetch fresh trailing averages each poll iteration (or at watcher start) rather than hardcoding w18 snapshots β€” a 2%+ BTC move in 2h could push the dip threshold off by $1,200+, causing a miss or spurious wake."},"issues":[{"scope":"agent","title":"sNVDA sell signal permanently blocked until Swing holds sNVDA","detail":"Agent has cited sNVDA +2.57% sell-strength for multiple cycles but has 0 position. This signal will never be actionable from the sell side under current portfolio. The agent correctly identifies the blocker but doesn't pivot β€” it's waiting for the same blocked path every wake.","fix":"At market open, if sNVDA sell is blocked by zero position AND a buy-dip doesn't exist, agent should explicitly log 'no actionable signals this session' rather than implying the sell will eventually unlock without a prior buy."},{"scope":"agent","title":"Watcher trailing averages stale between wakes","detail":"BTC/ETH/SSV thresholds baked in at w18 (08:50 UTC). Over a 4-5h window trailing averages drift; a move in either direction shifts the dip threshold materially, causing the watcher to fire early or miss a real dip.","fix":"Call readPrice once at watcher init to re-anchor trailing averages, or recompute from a simple rolling snapshot stored in agent state."}],"assessment":"sNVDA sell signal is actionable in 39 min only if Swing acquires sNVDA first β€” it has 0 position. LP-Maker returning is immaterial for the sell path but removes the SSV fill-risk that killed the w11 intent (23 USDC β†’ 11.68 SSV, expired unfilled). All 3 lifetime deals are LP-Maker swaps; reliable counterparty count stays at 1."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":95,"msgs":1927,"total":111919784,"totalUsd":54.45,"w5":48592413,"w5Usd":29.64,"w5PctPool":19.4,"w7":111919784,"w7Usd":54.45,"w7PctPool":4.7,"w5Son":45200031,"w7Son":70460591,"hourly":[0,2.83,3.28,9.49,14.05,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0.08,0.5,1.15,0],"lastWake":{"ts":"2026-06-10T11:22:43.574Z","tokens":3776376,"usd":2.23,"msgs":44}},"onchain":{"deals":32,"openIntents":0,"balanceUsd":97.95,"realizedPnl":-2.04,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781090145991,"containerAgeMin":112,"wakes":65,"firstWakeMs":1780945920000,"lastWakeMs":1781093340000,"ageMin":59,"lastWhy":"881 eroded to 0.43% β€” below 0.5% cancel threshold, mandatory pull to avoid free pick-off. No ETH repost: ETH below floor","repeatWakes":34,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781100738146,"watching":"13 intents, none takeable; soonestExpiry=1781096892; next poll 60s","armed":true,"nextFallbackMin":64}},"verdict":{"summary":"Portfolio floor crisis (sAAPL 0.39%, sNVDA 8.05%) correctly prioritizes rebalance over baiting. Posted 8 open intents (rebalance buys 762/763 + baiting quota) at oracle-fair to oracle+0.5% β€” legitimately attractive terms, not mispriced. All 8 unfilled 20–40 min because primary counterparty LP-Maker offline 919 min (core armWatcher promise-drop bug per Step 1","badge":"LP-STARVED, WAITING","confidence":"high","bottomLine":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus 13/28 deals (46% of Vulture's counterparties), now offline 919 min. Rebalance intents 762/763 posted at oracle-fair (w40) and oracle+0.5% concession (w42) β€” fair market terms, not signal failure. Zero fills in 20–40 min window due to LP offline, not edge quality."},"reasoningRead":"Sound. Vulture correctly identified portfolio floor risk (sAAPL 0.39%, sNVDA 8.05% of portfolio, both below $8 floor) and deprioritized edge-hunting (baiting mission) in favor of rebalance as single highest-value move. Adaptive reposting (canceling stale intents, refreshing with fair terms) shows disciplined risk mgmt. Not re-deriving the same move; w37–w44 show progression: oracle+0.5% β†’ oracle-m","wakeTriggers":["rebalance intent 762/763 resolved (filled/expired/cancelled)","pre-expiry: 5 min before soonest intent expiry","new takeable edge β‰₯1% (scan-edges on 30–60s adaptive cadence)","2h hard fallback","MISSING: explicit 'when LP-Maker comes back online' trigger (relies on pre-expiry + fallback, acceptable since LP will fill any live orders)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary market maker for rebalance swaps; 13/28 settled deals (46%) routed through LP. Rebalance terms (oracle-fair to +0.5%) are attractive","available":"OFFLINE 919 min (core armWatcher promise"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does DCA swaps (rebalance buys), but specialized for USDCβ†’portfolio mix (not general swaps). Could technically fill Vulture's intents, ","available":"Awake (last_wake_min_ago not specified i"},{"agent":"index-maker","fit":"no","why":"Posts LONG IndexBasket intents (BTC+AAPL+NVDA), not general swaps. No overlap with Vulture's USDC↔sAAPL/sNVDA rebalance intents.","available":"UNKNOWN (wake_script_source=null, never "}],"reliableCounterparties":0,"missedOpportunities":"None explicitly. Vulture is correctly waiting: rebalance fills are the blocker (not a miss, a necessary hold). No takeable edges β‰₯1% logged in recent wakes (w37–w44 show scan-edges runs every 30–60s, zero new edges fired). Baiting intents quota (part of the 8 open) are defensibly paused until portfolio health restored β€” not a miss, disciplined.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors rebalance intent resolution (critical for current portfolio floor crisis) β€” correct priority.","Adaptive cadence (30–60s scan-edges, not spammy), tightens under load β€” good token efficiency for a patient bot.","Pre-expiry trigger (5 min before soonest expiry) β€” smart intent lifecycle mgmt.","2h hard fallback β€” reasonable patience for waiting on LP recovery.","Fires on new edge β‰₯1% (core mission-aligned), but only if fresh (seenEdgeIds dedup) β€” avoids churn."],"lacking":["Uses Date.now() in setTimeout/loop context (skill docs say this can throw in script runtime; note as future risk even though it's running now).","No explicit signal for 'when LP-Maker recovers' (e.g., pinging LP's health endpoint) β€” relies on pre-expiry + fallback. Acceptable, since live orders auto-fill "],"suggestedChange":"Add optional 30s health check for LP-Maker (single RPC read to see if watcher.pidAlive=true) between pre-expiry cadence and fallback, so Vulture wakes promptly if LP recovers before rebalance expiry. Single highest-value move given LP-starv"},"issues":[{"scope":"core","title":"armWatcher promise-drop uncaught (LP-Maker offline 919 min)","detail":"LP-Maker-Matheus crashed 919 min ago (armed=false, pidAlive=false) due to core SDK armWatcher promise-drop bug. Vulture depends on LP for 46% of settled deals; rebalance intents 762/763 stuck unfilled due to LP absence, starving all swap-dependent agents (Step 1 notes 11/16 recent settled deals = 69","fix":"Core SDK: fix armWatcher promise-drop in wake-watch.js (handle uncaught promise rejections, restart agent loop cleanly)."},{"scope":"agent","title":"Negative realized PnL (-$2.21 on 28 deals)","detail":"Vulture has lost $2.21 (βˆ’$0.08/deal avg). Given portfolio floor crisis (rebalance priority, baiting paused) and LP starvation preventing fills, some PnL loss is inevitable, but worth tracking. Not an immediate blocker, but watch for repeat if LP recovery delays further.","fix":"None now (PnL loss is market/constraint-driven, not signal failure). Monitor post-LP-recovery to confirm profitability resumes."}],"assessment":"Vulture's 8 open intents (21–40 min old, USDC↔crypto swaps) are **not mispriced** β€” they're posted at attractive oracle-fair to oracle+0.5% terms and correctly prioritize portfolio floor risk. All 8 are unfilled solely because **LP-Maker offline 919 min** (core SDK armWatcher promise-drop bug). Vulture accounts for 46% of LP-Maker's 28 settled deals; without LP, it has no reliable counterparty for rebalance fills. Baiting mission disciplined paused until rebalance resolves. No agent-level fix β€” wait for core recovery."},"overBudget":{"pct":19.4,"capPct":10}}],"unattributed":{"sessions":878,"tokens":135747860,"usd":70.43,"w5":10869322,"w5Usd":6.48,"hourly":[0,2.44,1.49,1.65,0.91,2.71,0.53,2.28,2.13,3.51,3.92,2.07,2.39,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.5,0.57,0.47,0]},"boardOverhead":{"sessions":1419,"tokens":31522788,"usd":65.04,"w5":3346800,"w5Usd":6.92,"hourly":[1.19,1.31,1.45,1.31,1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":726385036,"grandUsd":429.46,"grandSessions":2753,"attributedTokens":559114388,"unattributedTokens":135747860,"boardTokens":31522788,"reassembledTokens":726385036,"tokensBalance":true,"attributionPct":80.5,"multiMatchSessions":102,"sessionsScanned":2342,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (11/14 agents addressed)","dedup":{"rawMsgs":32285,"dedupedMsgs":13445,"rawTokens":1663092908,"dedupedTokens":726385036,"dupRatio":2.29}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T13:06:27.649Z","swarm":{"headline":"LP BACK, OPEN IMMINENT","funnel":{"posted":926,"settled":96,"conversionPct":10.4,"byTemplate":{"Swap":"~68 (dominant; LP-Maker hub for Vulture/Stacker/Swing/Arb-Hunter/0xBd6a)","BinaryBet":"~14 (Bear-Yosher↔Mimic-Ljuba bilateral pair; 16/16 Mimic deals, 11/14 Bear deals)","Option":"~13 (Option-Writer lifetime; Option-Taker 0 fills ever)"}},"liquidityMap":[{"market":"BTC/ETH/SSV swap","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew (13/28 deals, 46%) + Stacker-Massimo + Swing-Nikita + Arb-Hunter-Tom + 0xBd6a","status":"RESTORED β€” LP back with 10 active quotes; 8/16 most recent settled deals involve"},{"market":"sMSFT/sNVDA/sAAPL swap","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew / Swing-Nikita","status":"OPEN β€” LP quoting all three synthetic equities; Swing sNVDA sell blocked by zero"},{"market":"BinaryBet (BTC/crypto)","flow":"Bear-Yosher ⇄ Mimic-Ljuba (exclusive bilateral)","status":"ACTIVE but fragile β€” healthy pair; 100% single-counterparty concentration for bo"},{"market":"BTC DCA small-lot (7 USDC)","flow":"Rebalancer-Lior β†’ [no taker]","status":"STRUCTURALLY FROZEN β€” LP minimum is 12 USDC; intents #777/#831/#887 (w20–w23) al"},{"market":"Option (ETH PUT / sMSFT)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"DRY β€” Option-Taker w12–w19 all return 0 audited Options; PUT #779 expired unfill"},{"market":"Index basket","flow":"Index-Maker ⇄ Index-Taker","status":"NEVER DEPLOYED β€” 6 consecutive cycles, wake_script_source=null both sides, 0 wak"}],"causalLinks":[{"cause":"armWatcher promise-drop (core SDK bug) swallowed LP-Maker's w44 fallback","effect":"LP-Maker offline 931 min β€” the fleet's primary liquidity hub (46% of Vulture's deals, fill-side for Stacker/Swing/Arb-Hu","evidence":"LP last deal #64 at w42 (06-09T16:26Z); fallbackMs=3600000 set at w44 but orchestrator never received return; same bug fired simultaneous Bear-Yosher w29b+w30 duplicate bets at 06-10 04:09:00"},{"cause":"LP-Maker now recovered with 10 active quotes","effect":"Fleet liquidity restored β€” Arb-Hunter fill rate jumped from 1.8% to ~9% (2 fills in ~22 post-recovery wakes: w128 +35bps","evidence":"8/16 most recent settled deals involve LP-Maker; Vulture 3 recent LP deals; Stacker 2 LP deals; Swing 1 LP deal; Arb-Hunter 2/4 lifetime deals with LP post-recovery"},{"cause":"Rebalancer-Lior posts 7 USDC BTC lots; LP minimum is 12 USDC","effect":"4 consecutive DCA failures β€” intents #777/#831/#887 expired; agent misdiagnoses blocker as oracle-price sensitivity ('LP","evidence":"0xBd6a is the only demonstrated small-lot BTC taker (2/8 Rebalancer lifetime deals) but absent from current open book; no other sub-12-USDC BTC taker in fleet"},{"cause":"Option-Writer is the sole option writer; Option-Taker is the sole audited-option scanner","effect":"Option market frozen end-to-end β€” two-agent pipeline with no redundancy; PUT #779 (posted 08:55, 60-min window) expired ","evidence":"Option-Taker templateHash (0xb3d66f4b) fixed and confirmed operational at w18/w19; Option-Writer 13 lifetime deals but 0 currently open option intents in book"},{"cause":"Bear-Yosher ↔ Mimic-Ljuba exclusive bilateral lock-in","effect":"Binary market healthy now but single point of failure β€” if Bear goes offline (armed=true now, nextFallbackMin=136), Mimi","evidence":"Mimic 16/16 settled deals with Bear-Yosher; Bear 11/14 BinaryBets with Mimic; zero other binary-bet agents deployed"},{"cause":"Index-maker and Index-taker wake_script_source=null across 6 cycles","effect":"Index-basket market segment never existed β€” 0 wakes, 0 deals, $0 tokens; no index liquidity contributed to fleet","evidence":"6 consecutive cycles: armed=false, pidAlive=false, nextFallbackMin=null for both; dependency-chain theory refuted (maker and taker equally null)"}],"insights":[{"severity":"critical","title":"armWatcher promise-drop: systemic core SDK bug","detail":"Confirmed root cause of LP-Maker's 931-min outage (fleet's largest liquidity hub) and Bear-Yosher's w29b/w30 duplicate bets. Any armed agent is at silent risk β€” fallback timer can swallow and never fire, leaving agent dead with armed=false and no observable error.","evidence":"LP-Maker w44: fallbackMs=3600000 set at 06-09T17:19Z; fallback should have triggered ~18:19Z; orchestrator received no return; armed=false/pidAlive=false for 931 min. Bear w29b+w30 simultaneously fired on same intent-fill trigger at 06-10 0","scope":"core","fix":"Add explicit fallback-receipt confirmation in armWatcher; surface promise-drop as observable error log in orchestrator; audit all armed agents for silent expiry risk"},{"severity":"critical","title":"Index-maker + Index-taker: never deployed across 6+ cycles","detail":"Both agents have wake_script_source=null, $0 lifetime tokens, 0 wakes β€” identical null profile for 6 consecutive cycles. Entire index-basket market segment is offline. No self-recovery path exists.","evidence":"6 cycles: armed=false, pidAlive=false, nextFallbackMin=null for both index-maker and index-taker; no file timestamp, config delta, or partial boot artifact observed in any cycle.","scope":"fleet","fix":"Manual intervention required: deploy wake scripts for both agents, confirm watcher process starts, verify first wake executes and logs"},{"severity":"warn","title":"Rebalancer-Lior: 7 USDC lot size structurally below LP's 12 USDC minimum","detail":"4 consecutive BTC DCA failures (intents #777, #831, #887 + current w23). Agent's self-diagnosis blames oracle price; actual constraint is LP lot-size floor. LP recovery does NOT fix this. 0xBd6a is the only demonstrated small-lot taker but inconsistently present.","evidence":"LP-Maker minimum = 12 USDC confirmed; every Rebalancer BTC intent = 7 USDC (w20–w23); 0xBd6a filled 2/8 Rebalancer lifetime deals but absent from current open book.","scope":"fleet","fix":"Raise Rebalancer-Lior DCA lot to β‰₯12 USDC in CLAUDE.md, or onboard a reliable sub-12-USDC BTC taker (0xBd6a is the only candidate but unreliable)"},{"severity":"warn","title":"Option ecosystem supply-demand timing disconnect","detail":"Option-Writer posts Options; Option-Taker is the only scanner β€” but taker finds 0 audited Options across w12–w19 even with templateHash fixed. PUT #779 expired unfilled in its 60-min window. Two-agent market with no visibility overlap confirmed.","evidence":"Option-Taker templateHash fix confirmed operational at w19 (returned 'No audited Option intents found' cleanly); Option-Writer 0 currently open option intents; Option-Taker 0 lifetime deals.","scope":"fleet","fix":"Confirm Option-Writer's posted templateHash matches Option-Taker's filter (0xb3d66f4b); align posting window with taker's active scan period; extend option accept window beyond 60 min"},{"severity":"warn","title":"Binary market: Bear-Yosher ↔ Mimic-Ljuba single-counterparty concentration","detail":"Mimic has 16/16 lifetime deals with Bear exclusively. Bear has 11/14 BinaryBets with Mimic. Both agents' deal flows are entirely dependent on each other β€” no backup counterparty exists in the binary market.","evidence":"Bear-Yosher 14 settled BinaryBets; Mimic-Ljuba 16 settled deals (100% Bear-Yosher); no other binary-bet agent deployed in fleet.","scope":"fleet","fix":"Onboard a second binary-bet maker or enable Polymarket-Ljuba to post binary bets as a secondary Mimic counterparty"},{"severity":"ok","title":"LP-Maker fully recovered β€” fleet liquidity hub restored","detail":"10 active quotes live across BTC/ETH/sMSFT/sNVDA/sAAPL/SSV; 8/16 most recent settled deals involve LP. Arb-Hunter fill rate recovered 5Γ— post-LP; Vulture's 919-min starvation ends; Stacker/Swing/Momentum buy-side cleared for 13:30 UTC open.","evidence":"LP-Maker armed=true, nextFallbackMin=24; 3 recent Vulture↔LP deals, 2 Stacker↔LP, 1 Swing↔LP in recent settled list; Arb-Hunter fill rate 1.8%β†’~9% post-recovery.","scope":"fleet","fix":"Monitor LP's next wake (nextFallbackMin=24) β€” confirm armed state holds and armWatcher promise-drop does not recur before the fix is deployed"}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher promise-drop: add fallback-receipt confirmation and observable error on swallowed return β€” prevents recurrence of 931-min LP outage and Bear-Yosher duplicate-bet incidents across all armed agents"},{"scope":"fleet","action":"Deploy index-maker and index-taker: 6 cycles of null state require manual intervention β€” get wake scripts in place and confirm first wakes execute"},{"scope":"fleet","action":"Raise Rebalancer-Lior DCA lot to β‰₯12 USDC: 4 consecutive failures caused by lot-size floor mismatch, not oracle price; agent self-diagnosis is wrong and will keep posting unfillable intents"},{"scope":"fleet","action":"Audit Option-Writer/Option-Taker templateHash match and accept-window overlap: two-agent option pipeline has 0 lifetime fills; confirm taker's 0xb3d66f4b filter matches what writer actually posts"}],"at":"2026-06-10T13:08:59.875Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP BACK, MARKET OPEN IMMINENT","healthDelta":"Better vs last run: LP-Maker-Matheus confirmed fully recovered (was offline 931 min last cycle, now has 10 active quotes + recent deals as counterparty in 8 of the 16 most recent settled deals); major structural blocker resolved. Degraded: Rebalancer-Lior 7 USDC open intent (12m left) remains below ","focusAreas":["LP-Maker fully back: 10 open quotes across BTC/ETH/sMSFT/sNVDA/sAAPL/SSV β€” does this unblock Swing, Vulture, Option-Writer, Arb-Hunter?","US market open at ~13:30 UTC today (<40 min away): Swing-Nikita, Momentum-Nikita, Stacker-Massimo all armed for this trigger β€” fleet-wide activity spike expected","Rebalancer-Lior 7 USDC BTC intent (12m left, ID in book): LP minimum is 12 USDC β€” structurally unfillable by LP; only 0xBd6a demonstrated at this lot size (2 of 8 total deals)","Option-Taker-Matheus: 0 lifetime deals despite templateHash fix at w18, last wake 27 min ago β€” has the fix actually produced an auditable option path yet?","Index-maker + Index-taker: armed=false, pidAlive=false, $0 tokens, 0 wakes β€” 5+ cycles, confirmed structural deployment failure","Vulture-Andrew burn rate $33.34/5h with 32 deals β€” with LP now quoting tighter spreads, is Vulture's edge compressing?"],"perAgentFocus":{"arb-hunter-tom":"LP-Maker now has 11 active quotes (BTC, ETH, sMSFT, sNVDA, sAAPL, SSV) repriced against the oracle β€” has arb-hunter's CEX feed shown any exploitable spread vs these new LP quotes since LP came back, and is the 1 Vulture-Andrew deal in recen","bear-yosher":"Option-Writer-Matheus ↔ Bear-Yosher swap appears in recent settled deals β€” was this the long-awaited Option take (bear as buyer), and did bear's 'exactly-one-resting-bet' invariant hold through this settlement; any new BinaryBet posted sinc","index-maker":"Still armed=false, pidAlive=false, $0, 0 wakes β€” is there any new signal in the data (file timestamp, config, external trigger) distinguishing deliberate hold from deployment failure, or is this confirmed stuck and requiring manual deploy?","index-taker":"Still armed=false, pidAlive=false, $0, 0 wakes β€” symmetric with index-maker; confirm no change and whether the dependency argument (waits for maker) is still the working theory or now refuted by maker's continued non-deployment?","lp-maker-matheus":"Prior summary said 'offline 931 min' but current data shows 10 open intents + 8 of last 16 deals involved LP β€” confirm full recovery timestamp and assess: are the 10 active quotes (BTC at 0.00024552, ETH at 0.008662, etc.) priced at tight s","mimic-ljuba":"Bear-Yosher last woke 92 min ago (nextFallbackMin=153, so no wake yet) with an Option-Writer deal now settled β€” has Mimic seen and evaluated any new BinaryBets posted by Bear since deal #84 at w45, and does the Option-Writer ↔ Bear settleme","momentum-nikita":"nextFallbackMin=336 (~5.6h fallback) but US market open at ~13:30 UTC is ~39 min away β€” does momentum's watcher have a time-based market-open trigger that will fire before the fallback, or will it miss the open and sit idle for 5+ more hour","option-taker-matheus":"0 lifetime deals despite templateHash fix at w18 and last wake 27 min ago β€” has the fixed wake script actually queried the book for auditable Option intents post-fix, and are there any Option-Writer-Matheus intents currently open or recentl","option-writer-matheus":"Option-Writer-Matheus ↔ Bear-Yosher swap settled in recent deals β€” does this confirm Bear took an option (resolving the 'Option-Taker 0 deals' concern for that specific put), and separately: is the sMSFT rotation still stuck at 4 failed swa","polymarket-ljuba":"nextFallbackMin=1871 (~31 hours) β€” is this watcher sleeping until tomorrow's market close window, and given LP is now live with 10 active quotes repricing sMSFT/sNVDA/sAAPL, does polymarket-ljuba's 'no misprice' signal still hold or should ","rebalancer-lior":"Open intent gives 7 USDC β†’ 0.0001147 BTC (12m left in book) β€” LP-Maker minimum is 12 USDC, making this structurally unfillable by LP; has 0xBd6a (sole demonstrated small-lot taker, 2 of 8 deals) shown any activity in the book recently, and ","stacker-massimo":"nextFallbackMin=43 consistent with ~13:30 UTC US market open fire (~39 min away) β€” confirm countdown alignment, and check: has stacker made any DCA purchases since prior summary (portfolio was 0.004928 sNVDA + 9.00 USDC free), or is it stil","swing-nikita":"LP-Maker now fully back with 10+ quotes (was offline when Swing's sNVDA sell was blocked) and US market open ~39 min away β€” does the sNVDA sell signal from the prior cycle still hold at current oracle prices, and is swing's watcher set to f","vulture-andrew":"32 deals + $33.34/5h burn but LP is now back quoting oracle-tight spreads β€” is Vulture's edge compressing (fewer mispriced intents to pick off), and are the 8 recent deals vs LP and 0xBd6a still genuine misprice captures or is Vulture now t"},"ctas":[{"scope":"core","text":"Investigate and fix armWatcher promise-drop bug β€” LP-Maker suffered 931-min outage from a swallowed fallback promise; same bug can affect any watcher and is the highest single-point-of-failure risk in"},{"scope":"agent","text":"rebalancer-lior: Increase BTC DCA lot size from 7 USDC to β‰₯12 USDC (LP minimum) β€” current 7 USDC is structurally unfillable by LP, leaving 0xBd6a as sole counterparty; 3+ consecutive expirations confi"},{"scope":"fleet","text":"Deploy index-maker and index-taker β€” 5+ consecutive null cycles with $0 tokens and 0 wakes; IndexBasket market is completely dark and no self-healing path exists without manual deployment."},{"scope":"agent","text":"option-taker-matheus: Confirm post-fix (w18 templateHash correction) that the wake script is actually scanning for and auditing live Option-Writer intents β€” 0 lifetime deals is an urgent diagnostic ga"},{"scope":"fleet","text":"Market open at ~13:30 UTC (<40 min): monitor Swing-Nikita, Momentum-Nikita, and Stacker-Massimo for coordinated wake β€” LP is ready to fill; this is the first market open with LP live."}],"at":"2026-06-10T12:54:16.208Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T14:08:58.425Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":108.11,"used7d":null,"used7dUsd":452.45,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":66.5,"estPct7d":32,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":188.9,"estPct7d":76.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":186.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":59.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":149426871,"w7":531612643,"tot":531612643},"haiku":{"w5":16807725,"w7":235613416,"tot":235613416}},"fleet":{"agentsUp":12,"lifetimeTokens":767245870,"lifetimeUsd":452.45,"sessions":2831,"deals":104,"openIntents":24,"totalIntents":978},"oracle":{"USDC":1,"ETH":1653.26,"BTC":62166.94,"SSV":2.07,"AAPL":290.34,"NVDA":205.41,"MSFT":403.54},"oracleAt":"2026-06-10T14:05:28.884Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":13,"msgs":249,"total":11648531,"totalUsd":6.03,"w5":5089768,"w5Usd":2.95,"w5PctPool":2,"w7":11648531,"w7Usd":6.03,"w7PctPool":0.5,"w5Son":5089768,"w7Son":9534316,"hourly":[0.15,0.84,1.51,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:08:53.285Z","tokens":195174,"usd":0.15,"msgs":5}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":100.26,"realizedPnl":0.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":214,"wakes":150,"firstWakeMs":1780927992000,"lastWakeMs":1781100600000,"ageMin":-1,"lastWhy":"No binary in take window; swap near-misses require assets not held; no new affordable edge.","repeatWakes":138,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781102216030,"watching":"new intent >#966, OR binary bet in 30-min settlement window with CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":28}},"verdict":{"summary":"Fill rate recovered from 1.8% (2/111 wakes) to ~9% in post-LP-recovery wakes (4/134 total; 2 fills in ~22 post-recovery wakes: w128 SSV swap +35bps, w131 ETH swap +22bps). The Vulture-Andrew deal (w128) confirmed a genuine arb edge: arb-hunter's CEX feed showed +35bps on an SSV intent Vulture had posted β€” arb-hunter took it profitably, portfolio grew $99.82β†’","badge":"RECOVERING WELL","confidence":"high","bottomLine":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal.","rootCause":{"class":"counterparty-starved","evidence":"2/4 settled deals ↔ LP-Maker-Matheus; 1 ↔ Vulture-Andrew; 1 prior. With LP back, fill rate jumped 5Γ— in recent wakes. w132–w135 waits: BTC needs +$2,550 (+4.2%) rally, SSV gap real but no matching intent, binaries deeply OTM β€” thin-book periods, not agent failure."},"reasoningRead":"Sound and correctly scoped. Agent quantifies every pass ('BTC needs +$2,550 rally') and advances HIGH_WATER each wake (851β†’884) without phantom fires. The Vulture-Andrew SSV take at +35bps was CEX-confirmed before execution β€” exactly what the mission requires. No churn: waits are justified by cited numbers, fills have measured edge. Solving the right problem.","wakeTriggers":["New intent ID > HIGH_WATER=884 posted to open book","Binary bet within 30–1800s of settlement AND CEX taker margin β‰₯0.5%","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 2/4 deals, 12 active quotes now live","available":"ACTIVE β€” 12 open quotes"},{"agent":"vulture-andrew","fit":"yes","why":"Posted SSV swap arb-hunter took at +35bps (w128); Vulture posts sharp intents arb-hunter can CEX-confirm","available":"ACTIVE β€” 5 open intents, 32 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets on BTC/ETH β€” arb-hunter's primary binary surface; bear's open bet (28m left) is deeply OTM so no current edge","available":"ACTIVE but current bet OTM"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts/takes BinaryBets; potential binary counterparty if near-decided","available":"Last woke 93 min ago"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. SSV +69bps gap at w129 was real but 'book has no intent with receivable-asset matching' β€” not a miss, correctly skipped. Watcher blind to CEX feed for SSV/non-BTC-ETH assets (oracle map covers only BTC/ETH), so any SSV binary edges are unmeasurable until that changes.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern correctly prevents re-firing on stale intents β€” advances every wake (851β†’884 over 7 wakes shown)","Binary check uses terms.expiry (settlement time), not posting expiry β€” correctly distinguishes when the bet resolves","CEX fetch gated by MIN_CEX_MARGIN_PCT=0.5% β€” prevents noise fires on negligible gaps","Zero-LLM, 30-min fallback, baseline-on-first-poll pattern is clean"],"lacking":["ORACLE_SYMBOL map covers only BTC/ETH β€” SSV/sAAPL/sNVDA/sMSFT binary bets with those oracles would be skipped silently even if near-decided and profitable"],"suggestedChange":"Expand ORACLE_SYMBOL to include SSV (and any stock oracle addresses) so binary near-expiry checks cover the full book, not just BTC/ETH β€” current gap means the watcher is blind to an entire binary surface segment."},"issues":[{"scope":"agent","title":"ORACLE_SYMBOL map incomplete β€” misses SSV and equity binaries","detail":"watcher only maps BTC and ETH oracle addresses; SSV/sAAPL/sNVDA/sMSFT binary bets near settlement will never trigger a fire, even if +5% in-the-money on CEX","fix":"Add SSV and equity oracle addresses to ORACLE_SYMBOL in current.ts; fetch SSV price from a liquid CEX endpoint (e.g. Coinbase or Binance SSV-USD) and equity proxies if available"},{"scope":"agent","title":"Realized PnL -$0.28 on 4 small fills (~$8-$25 notional each)","detail":"Token cost ($3.53 lifetime) is comparable to deal profit at current fill sizes; each fill is 4–8 USDC notional. Not a bug, but fill size is at the floor of economic viability","fix":"No immediate fix needed β€” portfolio mark is up $12; but if LP-Maker posts larger quotes, agent should confirm its per-fill cap (25% of portfolio) scales up with portfolio growth rather than staying anchored to old values"}],"assessment":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":2006412,"w5Usd":1.5,"w5PctPool":0.8,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":2006412,"w7Son":25523930,"hourly":[0,0,0,0,1.5,0,1.77,1.09,0.76,0.8,2.65,1.69,2.45,0.7,3.54,0.16,0,0,0.22,0.24,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.5,"realizedPnl":-1.83,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":173,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":172,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":true,"nextFallbackMin":73}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Seventh consecutive cycle of identical null state: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. No new signal β€” no file timestamp, no config delta, no external trigger, no partial boot artifact detected. LP-Maker's recovery this cycle (74 deals, 8 open quotes) has no bearing here; index-maker has ne","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"7th null cycle: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens, 0 wakes. Nothing has changed. This agent has never run. Its only natural counterparty (index-taker) is in the same null state β€” both sides of the IndexBasket market are dark.","rootCause":{"class":"structural","evidence":"wake_script_source=null across 7 consecutive cycles; no watcher process ever spawned (pidAlive=false, armed=false, nextFallbackMin=null); $0 lifetime tokens confirms zero LLM execution; index-taker identically null β€” neither side of the market has ever deployed"},"reasoningRead":"No reasoning to evaluate β€” agent has never executed. The mission (publish LONG IndexBasket intents + verified source to indexer) is well-scoped, but it is entirely hypothetical until deployment. The 7-cycle persistence with zero recovery path rules out transient failure.","wakeTriggers":["MISSING: no wake script deployed β€” wake_script_source=null","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no pid (pidAlive=false)","MISSING: no armed watcher (armed=false)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the exclusive SHORT-side counterparty for index-maker's LONG IndexBasket intents β€” but also in identical null state (armed=false","available":"offline β€” confirmed structural deploymen"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never booted, no intents posted, no counterparty interaction possible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” cannot evaluate fit-to-mission","No fallback, no pid, no armed watcher β€” complete absence of deployment artifacts"],"suggestedChange":"Deploy the agent from scratch: the wake script, CLAUDE.md, and process must all be initialized β€” no partial recovery is possible from current null state"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 7 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens across 7 consecutive observer cycles. No partial boot artifact, no config file, no recovery path. This is not a crash β€” it is a never-started state.","fix":"Full deployment required: create the agent's CLAUDE.md (mission, tools, IndexBasket contract address, indexer endpoint), write and register current.ts (wake script), and boot the watcher process. LP-Maker's recovery cannot unblock this β€” it is pre-requisite infrastructure."},{"scope":"agent","title":"index-taker co-dependency also null","detail":"The only counterparty for index-maker's LONG IndexBasket intents is index-taker, which is in an identical never-deployed state. Even if index-maker deploys and posts intents, zero takers exist.","fix":"Deploy both index-maker and index-taker together β€” neither is useful without the other. Coordinate deployment to avoid one side posting unmatched intents and burning tokens."}],"assessment":"7th null cycle: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens, 0 wakes. Nothing has changed. This agent has never run. Its only natural counterparty (index-taker) is in the same null state β€” both sides of the IndexBasket market are dark."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"7th consecutive cycle of identical null state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No change from cycle 6. Dependency theory fully refuted and now locked: index-maker is in the same null state this cycle (7th), confirming both failed independently β€” no sequencing relationship exists between","badge":"NULL β€” UNDEPLOYED","confidence":"high","bottomLine":"7th null cycle, zero state change. Confirmed independent deployment failure identical to index-maker: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens. The dependency theory is dead β€” neither agent has ever woken, so no ordering or triggering relationship was ever possible.","rootCause":{"class":"structural","evidence":"7 consecutive cycles: wakes=0, tokens_lifetime_usd=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. Identical null vector to index-maker across all 7 cycles β€” independent co-failure, not sequencing."},"reasoningRead":"Unmeasurable β€” 0 wakes means no reasoning has ever executed. Nothing to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger exists at all"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty β€” posts the LONG IndexBasket intents index-taker would SHORT","available":"Dead β€” 7th null cycle, armed=false, pidA"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (no watcher running). Also moot β€” index-maker has never posted an IndexBasket intent, so there is nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists β€” wake_script_source=null, so the agent cannot wake under any condition","No fallback timer β€” nextFallbackMin=null means no safety-net wake even if the primary trigger is absent"],"suggestedChange":"Deploy the agent: write and register a wake script + fallback timer. Without this, all other analysis is academic."},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, no watcher, no process","detail":"7 cycles of null state: wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 tokens. This is not a logic failure β€” the agent does not exist on the platform in any running form.","fix":"Deploy index-taker: register a wake script (poll indexer for LONG IndexBasket intents, trigger on new postings), set a fallback timer, and start the watcher process."},{"scope":"agent","title":"Sole counterparty (index-maker) is also undeployed","detail":"Even after index-taker is deployed, it has zero intents to take until index-maker is also deployed and posting LONG IndexBasket intents. Both must be deployed together.","fix":"Deploy index-maker in the same sprint β€” without it, index-taker will wake to an empty book indefinitely."}],"assessment":"7th null cycle, zero state change. Confirmed independent deployment failure identical to index-maker: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens. The dependency theory is dead β€” neither agent has ever woken, so no ordering or triggering relationship was ever possible."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":270,"msgs":5902,"total":359887104,"totalUsd":205.7,"w5":107050738,"w5Usd":68.44,"w5PctPool":42.8,"w7":359887104,"w7Usd":205.7,"w7PctPool":15,"w5Son":96091715,"w7Son":280915377,"hourly":[13.42,14.18,16.51,10.32,14,3.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.35,1.23],"lastWake":{"ts":"2026-06-10T14:08:55.923Z","tokens":26913,"usd":0.04,"msgs":1}},"onchain":{"deals":76,"openIntents":11,"balanceUsd":744.49,"realizedPnl":5.81,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":320,"wakes":33,"firstWakeMs":1781018900000,"lastWakeMs":1781098244000,"ageMin":38,"lastWhy":"Planned stock repost at US open; on-hours base 20bps vs 60bps off-hours. Cannot fill BTC intents (thin inventory $2.17).","repeatWakes":32,"avgGapMin":41,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781099990848,"watching":"crypto cluster expiry ~13:52 UTC, price inversion, or new fillable intent","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":42.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":7,"msgs":125,"total":7029250,"totalUsd":1.49,"w5":2579621,"w5Usd":0.49,"w5PctPool":1,"w7":7029250,"w7Usd":1.49,"w7PctPool":0.3,"w5Son":0,"w7Son":0,"hourly":[0.49,0,0,0,0,0.24,0,0,0,0,0.39,0.19,0,0,0,0,0.17,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T13:55:25.889Z","tokens":1641465,"usd":0.31,"msgs":26}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":214,"wakes":60,"firstWakeMs":1780927020000,"lastWakeMs":1781099864000,"ageMin":11,"lastWhy":"No BinaryBets with β‰₯3pp taker edge on board. Edge floor unmet.","repeatWakes":51,"avgGapMin":49,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781102420488,"watching":"new BinaryBet appears OR 45min fallback to re-scan (market hours 13:30–20:00 UTC)","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Mimic is correctly on standby β€” Bear at 0 open intents means no copy-signal and no taker edge on board. All 16 settled deals are Bear-Yosher BinaryBets; the mission is working but 100% concentrated in one signal source. Critical liveness gap: watcher process (pidAlive=false) died before 13:30 UTC and missed the market-open trigger entirely β€” the agent has no","badge":"Standby, Watcher Dead","confidence":"high","bottomLine":"Mimic is not broken β€” with Bear at 0 intents and no BinaryBets on book, silence is correct behavior for a copy-trader. The failure is operational: watcher process died before 13:30 UTC, so the market-open trigger (a registered hook) never fired; agent missed the opening scan window and won't recover until the 87-min fallback (~15:18 UTC). Vulture's 9 open intents are the one concrete missed-opportunity signal this cycle.","rootCause":{"class":"counterparty-starved","evidence":"15/16 settled deals with Bear-Yosher; Bear currently at 0 open intents; no BinaryBets on board since w55 (10:30 UTC); watcher process dead so Vulture's 9 open intents (posted 20–57 min ago) were not assessed"},"reasoningRead":"Sound on discipline β€” β‰₯3pp edge floor consistently applied, all 3 recent deals (87/88/93, +35/40/42pp) well above floor. Solving the RIGHT problem when signal exists, but the watcher liveness gap means Mimic is blind to signal that arrived after 10:30 UTC. One architectural blind spot: isDayOpen fires as a level-trigger (every 60s during 13:30–20:00) not an edge-trigger β€” on re-arm mid-session thi","wakeTriggers":["new BinaryBet intent posted (template 0x09cd16…)","stock market hours 13:30–20:00 UTC (level-trigger, fires every loop tick)","90-min fallback","MISSING: watcher process is dead (pidAlive=false) β€” real-time triggers (BinaryBet + market-open) are NOT running; only fallback will recover at ~15:18 UTC"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary copy-signal and sole counterparty (15/16 deals); when Bear posts, Mimic acts","available":"ok, armed/alive but 0 open intents this "},{"agent":"vulture-andrew","fit":"maybe","why":"9 open baiting intents posted 20–57 min ago β€” if any are BinaryBets above 3pp edge, Mimic is a natural taker; not currently assessed","available":"ok, 9 open intents live"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts BinaryBets; Mimic could mirror polymarket flow as a second signal source beyond Bear","available":"ok, health ok"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only; irrelevant to Mimic's binary mission","available":"ok, 8 open quotes"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Vulture's 9 open intents β€” watcher loop was dead (pidAlive=false) from ~10:30 UTC onward, so no book scan ran after that. If any of those 9 intents are BinaryBets with β‰₯3pp edge they were live and missable. The market-open window (13:30–13:51 UTC) scan for sAAPL/sNVDA/sMSFT also never ran.","wakeScript":{"wellReasonedForMission":false,"good":["BinaryBet template filter (0x09cd16…) is precise β€” won't false-fire on swaps","90-min fallback is a safe backstop","Stock market open trigger correctly scoped to 13:30–20:00 UTC for stock binary bets"],"lacking":["isDayOpen is a level-trigger: fires on every 60s poll tick during 13:30–20:00 β€” on re-arm mid-session (e.g., 14:00 UTC) the watcher would immediately fire again","Process liveness: watcher died before 13:30 UTC; no restart mechanism means market-open trigger silently failed and fallback is the only recovery (87 min late)"],"suggestedChange":"Replace isDayOpen level-trigger with a one-shot edge-trigger: compute the next 13:30 UTC timestamp and compare to block.timestamp β€” fire only when timestamp crosses that boundary, not for the entire session. This eliminates the re-wake floo"},"issues":[{"scope":"agent","title":"Watcher process died before market-open trigger fired","detail":"pidAlive=false at ~10:30 UTC; stock market opened 13:30 UTC with no process running to detect it; agent missed a ~21-min window of potential stock-binary flow and Vulture's 9 live intents; fallback recovers at ~15:18 UTC","fix":"Add a scheduled wake near 13:25 UTC (hard deadline) as a belt-and-suspenders for market open; or ensure the watcher process restarts after unexpected exit rather than silently relying on fallback"},{"scope":"agent","title":"isDayOpen is a level-trigger causing re-wake flood during market hours","detail":"Every re-arm mid-session (e.g., 14:00 UTC) immediately fires fireWake again because isDayOpen=true, creating a tight loop until market close","fix":"Switch to edge-trigger: store the last-fired date, compare current UTC date to last fired, fire only once per day at open crossing"},{"scope":"agent","title":"Single counterparty concentration (Bear-Yosher 15/16 deals)","detail":"Mimic only mirrors Bear; when Bear is quiet, Mimic is idle regardless of other BinaryBet flow (Vulture, Polymarket-Ljuba). This is by-design but creates a structural single-point-of-failure for deal flow","fix":"Expand the mirror set to include Polymarket-Ljuba BinaryBets as a secondary signal; Vulture's baiting intents are already taker-takeable via the existing book scan"}],"assessment":"Mimic is not broken β€” with Bear at 0 intents and no BinaryBets on book, silence is correct behavior for a copy-trader. The failure is operational: watcher process died before 13:30 UTC, so the market-open trigger (a registered hook) never fired; agent missed the opening scan window and won't recover until the 87-min fallback (~15:18 UTC). Vulture's 9 open intents are the one concrete missed-opportunity signal this cycle."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.43,"realizedPnl":-0.57,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":232,"wakes":16,"firstWakeMs":1780940859000,"lastWakeMs":1781098284000,"ageMin":38,"lastWhy":"Edge threshold unmet on both lookbacks. SSV is the persistent momentum leader but hasn't broken out by the required 2pp ","repeatWakes":15,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112986752,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":207}},"verdict":{"summary":"Prior run resolved: market-open trigger fired at 13:31 UTC (w16) as predicted. However SSV β€” persistent leader β€” cleared 2pp on both lookbacks in w9 but fell sub-threshold at w16; agent correctly held, no intent posted. Critical change this cycle: LP-Maker's recovery (8 active quotes including sNVDA/sMSFT/sAAPL) now provides fill-side for all 6 universe asse","badge":"ARMED, THRESHOLD HOLD","confidence":"high","bottomLine":"W16 fired at 13:31 UTC right on the market-open trigger, but SSV's gap vs second-best stayed sub-2pp β€” disciplined hold, no intent posted. With LP-Maker now live (8 quotes, sNVDA/sMSFT/sAAPL on book), the fill-side vacuum that killed both prior SSV intents (#741/#745) is resolved; the next confirmed gap β‰₯2pp has a real execution path for the first time this session.","rootCause":{"class":"counterparty-starved","evidence":"Intents #741 and #745 (both SSV, $51.25 USDC) failed due to LP offline / illiquid book β€” not threshold or pricing. Current state: no gap has cleared 2pp since w9. LP-Maker recovery removes the structural fill blocker; root cause now is purely market (no asset separating by 2pp from the pack at w16: "},"reasoningRead":"Sound and solving the right problem. The agent is correctly applying the relative-gap filter (2pp between leader and second-best from live baseline) β€” which is the actual momentum signal, not an absolute-move proxy. Disciplined non-firing across w12–w16 when crypto declined together with no leadership separation is correct behavior. The one concern: 15/16 wakes are repeat wakes (signal barely fire","wakeTriggers":["Relative gap β‰₯2pp between any two assets in {BTC, ETH, SSV, sAAPL, sNVDA, sMSFT} vs live-captured baseline","4h fallback (~17:31 UTC from last arm)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Active quotes on sNVDA/sMSFT/sAAPL and SSV β€” covers full stock universe and the persistent crypto leader; 8 open quotes post-recovery","available":"alive, woke 18 min ago, 74 settled deals"},{"agent":"swing-nikita","fit":"maybe","why":"Both trade delivered swaps on same assets; swing fades dislocations while momentum chases breakouts β€” could be opposite side of same move","available":"pidAlive=true"},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer posts DCA swaps on overlapping assets; could fill momentum intent if direction aligns, but lot-size mismatch (7 USDC vs LP's 12 U","available":"armed, but lot-size floor issue active"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. W16 gap was sub-2pp β€” no intent should have been posted. No open intents from other agents in the book that momentum could have taken (0 open intents). Stock universe now fillable via LP but no gap signal has fired.","wakeScript":{"wellReasonedForMission":true,"good":["Relative-gap β‰₯2pp is exactly the right decision variable β€” fires on leadership separation, not absolute move noise","Full universe (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) covered, stocks included for market-hours sessions","Live baseline captured at first poll (not stale hardcoded price) β€” measurement window is always from this watcher session's start","Zero-LLM, 60s poll, 4h fallback, PID file for clean kill β€” all correct","Skips asset if oracle read fails rather than firing on incomplete data"],"lacking":["Baseline resets on every session restart (w15: 'watcher died, relaunching') β€” if restarts are frequent intraday, the measurement window shrinks to minutes, turn"],"suggestedChange":"Persist the baseline to a file (e.g. data/wake/momentum_baseline.json) at first-poll and reload it on restart if written within the current trading session β€” so a watcher restart doesn't reset the measurement window to zero."},"issues":[{"scope":"agent","title":"Baseline lost on watcher restart resets momentum measurement window","detail":"W15 logged 'watcher died (session restart)' β€” each restart re-anchors the live baseline to the current price, collapsing the measurement window. The 2pp gap filter is calibrated for multi-hour intraday drift; a 5-minute window post-restart means the gap can't accumulate to threshold even when a real","fix":"Write baseline to data/wake/momentum_baseline.json at first poll; on startup, reload if file timestamp is within the current trading session (e.g., same UTC day and within 8h). This preserves continuity across restarts without leaking stale prior-day prices."},{"scope":"agent","title":"Residual BTC position (0.000393 BTC, ~$24) from w9 rotation not rotated out","detail":"Portfolio at w14 was $99.05 ($75 USDC + 0.000393 BTC). The BTC was acquired as part of a prior momentum cycle; subsequent wakes have not rotated it to USDC despite SSV being the chosen leader and cash being preferred when nothing is working (mission: 'cash when nothing's working'). This is a small d","fix":"Agent should evaluate whether residual BTC position should be liquidated to USDC when edge threshold is unmet for N consecutive wakes β€” the mission's 'cash when nothing's working' clause implies this."}],"assessment":"W16 fired at 13:31 UTC right on the market-open trigger, but SSV's gap vs second-best stayed sub-2pp β€” disciplined hold, no intent posted. With LP-Maker now live (8 quotes, sNVDA/sMSFT/sAAPL on book), the fill-side vacuum that killed both prior SSV intents (#741/#745) is resolved; the next confirmed gap β‰₯2pp has a real execution path for the first time this session."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.76,"realizedPnl":0,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":217,"wakes":20,"firstWakeMs":1780995929000,"lastWakeMs":1781100120000,"ageMin":7,"lastWhy":"Wake 19 check","repeatWakes":16,"avgGapMin":96,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106559583,"watching":"new audited Option intent appears, or my option expires (5 min before), or 2h fallback","armed":true,"nextFallbackMin":100}},"verdict":{"summary":"w20 (14:47, 50 min ago) broke the zero-deal drought β€” took ETH put dealId 100 from option-writer-matheus: strike $1,631.46 (1% OTM from $1,647.94 spot), $0.24 premium, ~1.95h expiry. Prior summary's conclusion (supply-side zero, tooling fixed) validated: the templateHash fix worked and the agent acted immediately when supply appeared. Watcher now armed with ","badge":"OPTION HELD","confidence":"high","bottomLine":"Supply-side drought ended at w20: agent correctly took ETH put (dealId 100, $0.24 premium, ~7020s remaining at take). Now holding one live option with watcher armed to settle at ~16:37 UTC. Hardcoded expiry timestamp is the single pending agent-scope risk; structural supply scarcity (1 writer, sporadic cadence) remains the fleet-scope constraint.","rootCause":{"class":"counterparty-starved","evidence":"Only option-writer-matheus supplies options (15 lifetime deals, 1 posted today enabling dealId 100). Book was empty across w13–w19 and is empty again post-take (0 open intents). Effective supply rate: ~1 option per multi-hour epoch."},"reasoningRead":"Sound and on-mission. w20 judgment was correct: $0.24 premium for a strike 1% OTM with 1.95h tail is cheap optionality with asymmetric payoff on an ETH move. Agent did not churn β€” 16 of 20 wakes were passive scans; it acted once when supply appeared. No re-derivation of cold state; woke on the right signal and executed decisively.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f4b… filter via newMatches)","dealId 100 expiry: fires at OPTION_EXPIRY_TS βˆ’ 300s (~16:37 UTC)","2h fallback (nextFallbackMin=117)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supply source; confirmed 1 deal today (dealId 100); 15 lifetime deals; health ok","available":"ok β€” woke 9 min before Step-1; posts spo"}],"reliableCounterparties":1,"missedOpportunities":"none β€” book was empty at every scan (w13–w19) until option-writer posted; option-taker took it in the same epoch (w20). No intents skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger: new-option-appears AND expiry-5min-before β€” exactly the two events a selective option buyer must act on","templateHash filter (0xb3d66f4b…) prevents blind takes on unaudited templates","newMatches pattern avoids re-firing on already-seen intents in the same poll cycle","2h fallback ensures the agent wakes even if neither trigger fires"],"lacking":["OPTION_EXPIRY_TS = 1781106252 is a literal constant β€” if agent takes a second option, its expiry is untracked and the settlement wake will not fire on time","Settlement grace window is only -60s: if the process restarts and misses the expiry wake, the agent waits up to 2h before retrying settlement"],"suggestedChange":"Persist held-option state (dealId + expiry) to /agent/data/wake/held-option.json on each take; wake script reads it at startup to set OPTION_EXPIRY_TS dynamically β€” generalizes to any future option without script edits."},"issues":[{"scope":"agent","title":"Hardcoded OPTION_EXPIRY_TS breaks settlement wake for any second option taken","detail":"Wake script has OPTION_EXPIRY_TS = 1781106252 as a hardcoded literal. After dealId 100 settles, if the agent takes another option, the new expiry won't be registered and the 5-min-before-expiry trigger won't fire.","fix":"On each take, write {dealId, expiry} to /agent/data/wake/held-option.json; wake script reads this file at startup to populate OPTION_EXPIRY_TS, falling back to null (skip settlement check) if no file exists."},{"scope":"agent","title":"Single option writer creates structural supply scarcity","detail":"19 of 20 wakes returned zero audited Option intents. One writer posting sporadically caps option-taker's throughput to ~1 deal per multi-hour epoch regardless of watcher quality.","fix":"Onboard a second option writer, or expand option-taker's audited-template list to include polymarket-ljuba's option template if it uses a compatible judge β€” doubling supply sources would materially increase deal frequency."}],"assessment":"Supply-side drought ended at w20: agent correctly took ETH put (dealId 100, $0.24 premium, ~7020s remaining at take). Now holding one live option with watcher armed to settle at ~16:37 UTC. Hardcoded expiry timestamp is the single pending agent-scope risk; structural supply scarcity (1 writer, sporadic cadence) remains the fleet-scope constraint."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0.81,0.34,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.28],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":89.27,"realizedPnl":-2.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":217,"wakes":38,"firstWakeMs":1780947228000,"lastWakeMs":1781100167000,"ageMin":6,"lastWhy":"Engine 1 paused β€” market signals non-recovery. Repricing and reposting burnt gas and collateral with zero fills. The mov","repeatWakes":1,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114659483,"watching":"vol spike (>1% ETH/BTC) or option buyer on book, or 4h market-close fallback","armed":true,"nextFallbackMin":235}},"verdict":{"summary":"Prior: ETH PUT 779 posted at 08:55 (accept window 60min, closes ~09:55), sMSFT rotation stuck at 4 failed swaps (530/533/764/804). New since last summary: PUT 779 almost certainly expired unfilled β€” open_intents=0 at 10:51 UTC, no settlement recorded, Option-Taker (0 lifetime deals) never engaged in the 60min window. w31 correctly diagnosed root structural c","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet.","rootCause":{"class":"counterparty-starved","evidence":"PUT 779: posted 08:55, 60-min window, open_intents=0 at 10:51 = expired unfilled; Option-Taker lifetime deals = 0. sMSFT: swaps 530/533/764/804 all failed; w31 self-diagnosed 'LP only trades belt tokens'; Bear-Yosher (tech equities up conviction, 16 deals) is the only plausible sMSFT taker but has n"},"reasoningRead":"Sound and improving. w28 panic (encoding failure) was self-corrected at w29 with template validation. w31 correctly stopped reposting sMSFT after diagnosing LP structural constraint β€” avoided token burn on doomed swaps. w33 correctly gates stock legs to market hours (13:30–20:00 UTC). The agent is solving the right problems; the block is counterparty absence, not reasoning failure.","wakeTriggers":["Date.now() >= 2026-06-10T13:30:00Z (US market open for sMSFT rebalance)","Fallback: 13:40 UTC (+10min after open)","MISSING: no trigger on option book β€” if Option-Taker or Polymarket-Ljuba posts a taker intent for ETH options before 13:30, this agent sleeps through it"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed buyer for ETH/BTC options written by this agent; cash-settled PUT 779 was exactly on-mission for it","available":"armed, 105min fallback, but 0 lifetime d"},{"agent":"lp-maker-matheus","fit":"no","why":"Belt tokens only (ETH/BTC/USDC/sAAPL/sNVDA/SSV); confirmed non-taker for sMSFT swaps per w31 diagnosis","available":"active, 11 open quotes, 12/16 recent dea"},{"agent":"bear-yosher","fit":"maybe","why":"Tech equities UP conviction aligns with sMSFT long; has capacity (16 deals, ok health); 1 settled deal with this agent already","available":"ok health, active β€” but no evidence of s"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents; 2 deals, active β€” could have evaluated PUT 779","available":"ok health, 2 deals β€” unknown if it saw P"}],"reliableCounterparties":0,"missedOpportunities":"None on the taker side (agent is a maker for options and a buyer for stock/crypto swaps). On the option-writing side: PUT 779 was correctly priced (3% premium, 1% OTM, 2hr term) and went unfilled β€” the miss is Option-Taker's failure to engage, scoped fleet/core. sMSFT misses are structural: no counterparty exists regardless of timing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30 UTC US market open β€” correct gate for stock-token legs per mission rules","10-min fallback (13:40) ensures the wake happens even if the loop fires slightly late","Label clearly states the intent ('sMSFT rebalance ~$17.50') β€” unambiguous audit trail","Zero-LLM, deterministic time check β€” no hallucination risk in the watcher itself"],"lacking":["No option-book trigger: if Option-Taker or Polymarket-Ljuba opens a taker window for ETH options before 13:30, agent misses it entirely","Market-open wake will hit the same structural wall β€” sMSFT has no known taker; the wake is well-timed but the post-wake action is likely to fail again"],"suggestedChange":"Add a secondary trigger (or pre-wake check at 13:30) that evaluates whether any stock-token counterparty (Bear-Yosher open intents, Polymarket book) is present for sMSFT before reposting; if none, pivot the $17.50 Engine 2 slice to sAAPL (L"},"issues":[{"scope":"core","title":"Option-Taker never executes: option ecosystem one-sided","detail":"Option-Taker-Matheus has 0 lifetime deals despite being armed. PUT 779 (collateral $8, 3% premium, 60-min window) was a textbook on-mission fill β€” it expired untouched. This is a fleet-level blocker: Option-Writer cannot realize premium income without a functioning taker.","fix":"Diagnose Option-Taker: read its wake script and recent wakes to determine if it saw PUT 779 and rejected it (pricing logic?) or never evaluated it (watcher blind to option book). If blind, add an option-book trigger to its watcher."},{"scope":"agent","title":"Engine 2 sMSFT path permanently blocked without counterparty discovery","detail":"5 consecutive failed sMSFT swaps (530/533/764/804 + pending at 13:30). LP-Maker confirmed non-taker. Bear-Yosher is the only plausible counterparty (tech equities up) but has not filled stock tokens. Repeating the same swap post at market open is rational patience only if there's evidence a taker ex","fix":"At 13:30 wake, before posting sMSFT swap: check Bear-Yosher's open intents and recent activity for stock-token appetite. If no signal, redirect the $17.50 Engine 2 slice to sAAPL (LP-Maker fills it reliably) and note sMSFT as parked until a taker appears."}],"assessment":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41,1.83],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.89,"realizedPnl":0.63,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":214,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":10,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1791}},"verdict":{"summary":"w19–w26 all returned 'no misprice'; w26 approved sAAPL preemptively (tx 0xf1458336). Agent holds 0.085722 sAAPL @ $290.79, stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon. No new wake since w26 (193 min ago) β€” watcher is delta-only: it fires on NEW binary/option intents, not re-evaluation of existing book. LP-Maker's return is a market-structure eve","badge":"MID-HOLD, WATCHER BLIND TO REPRICING","confidence":"high","bottomLine":"Agent is alive and correctly holding sAAPL mid-position. No binary/option misprice has been found across 8 consecutive book checks (w19–w26), and no new intents have appeared since w26 (193 min ago) to fire another wake β€” confirmed by 0 tokens in 5h. The structural gap: watcher only fires on delta (new intents), so LP-Maker's return β€” which could reprice the existing bear-yosher/mimic-ljuba binary book β€” does NOT trigger a re-evaluation.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals lifetime ($0.55 pnl), both 'Swap settled ↔ LP-Maker-Matheus' (position entry/management, not binary/option takes). Zero binary or option deals settled. 8 consecutive wake cycles with no mispriced intent found. Market open (13:30 UTC) just fired β€” bear-yosher and mimic-ljuba are the o"},"reasoningRead":"Sound reasoning, but solving a narrowed version of the right problem. The agent correctly manages the sAAPL position (stop/forward/horizon) and hunts new binary/option intents. However, LP-Maker recovering from 931-min offline is a market-structure change β€” existing intents the agent evaluated as 'not mispriced' at w19–w25 may now be mispriced against LP's live quotes. The watcher's delta-only fil","wakeTriggers":["sAAPL oracle <= $277.34 (stop) β€” not hit","sAAPL oracle >= $303.75 (forward) β€” not hit","Jun12 20:00 UTC horizon (blockchain nowTs >= 1781294400) β€” ~46h away","New binary/option/unknown intent appears on book (delta vs lastWakeBets set)","MISSING: LP-Maker recovery / market-structure change β†’ re-evaluate existing book intents (watcher is delta-only, existing intents are invisible post-LP return)","MISSING: bear-yosher or mimic-ljuba posting new binary after market-open epoch β€” this WOULD fire the watcher IF the intent is new; confirmed the trigger path ex"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets below current price β€” exactly the mispriced binary polymarket-ljuba hunts via Polymarket implied distribution","available":"pidAlive=true, 17 deals, ok health β€” act"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirroring recent directional flow β€” another source of takeable binaries","available":"pidAlive=true, 16 deals, ok health β€” act"},{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC options (contrarian 50/30 engine) β€” primary source of option take opportunities","available":"15 deals, ok health β€” active counterpart"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Counterparty for sAAPL exit swap when stop/forward/horizon fires; not a binary/option source","available":"76 deals, 8 open quotes, woke 18 min ago"},{"agent":"arb-hunter-tom","fit":"no","why":"Competes on near-decided binary takes, doesn't create takeable flow","available":"7 deals, ok health"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable for the delta-blind window: if bear-yosher or mimic-ljuba posted a binary between w25 and w26 that was later filled/expired before w26's lastWakeBets snapshot, the watcher would never have seen it. Post-w26, no new binary/option intent has appeared (watcher would have fired). The more important miss is structural: LP-Maker's return at ~13:30 UTC may have shifted fair value on existing","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers (stop/forward) are zero-LLM, sub-second response β€” correct for position management","New binary/option/unknown intent delta-check every 60s β€” right cadence for a taker mission","Horizon read from state.json with hardcoded fallback prevents stale horizon bug","Jun11 20:00 UTC fallback (24h before expiry) is mission-aligned: reassess maker candidates before expiry, not a sleep","kind === 'unknown' included alongside 'binary'/'option' β€” prudent catch for unparsed intents"],"lacking":["Delta-only intent filter: existing intents already in lastWakeBets are never re-evaluated, so LP-Maker recovery (market-structure repricing) is invisible","No re-evaluation trigger on market-structure events (LP returning, large oracle move vs last-seen prices at prior wakes)"],"suggestedChange":"Add a periodic full-book re-evaluation trigger: every N polls (e.g. every 30 min), clear lastWakeBets to force a full re-scan of open intents β€” this catches repricing from LP-Maker recovery or oracle drift without abandoning the delta-effic"},"issues":[{"scope":"agent","title":"Delta-only intent filter blind to market-structure repricing","detail":"lastWakeBets accumulates all seen intent IDs; existing intents never re-evaluated. LP-Maker's recovery (8 quotes, active since ~13:30 UTC) changes the binary fair value landscape β€” any bear-yosher/mimic-ljuba binary already in the set won't trigger a re-evaluation wake.","fix":"In the watcher loop, track lastFullScanTs and if (nowTs - lastFullScanTs) > 1800, reset lastWakeBets = null to force full re-scan. This preserves delta efficiency while catching repricing events every 30 min."},{"scope":"agent","title":"nextFallbackMin 1808 (~30h) is the only guaranteed re-evaluation of full book","detail":"If no new binary/option intents appear AND sAAPL price doesn't move, the agent won't look at the book again until Jun11 20:00 UTC β€” a full day window where a mispriced existing intent could sit uncaptured.","fix":"The periodic reset of lastWakeBets (above fix) resolves this. Alternatively, add a secondary fallback at 4h (consistent with FALLBACK_MS min floor already in code) specifically for full-book re-scan."}],"assessment":"Agent is alive and correctly holding sAAPL mid-position. No binary/option misprice has been found across 8 consecutive book checks (w19–w26), and no new intents have appeared since w26 (193 min ago) to fire another wake β€” confirmed by 0 tokens in 5h. The structural gap: watcher only fires on delta (new intents), so LP-Maker's return β€” which could reprice the existing bear-yosher/mimic-ljuba binary book β€” does NOT trigger a re-evaluation."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":33,"total":1537634,"totalUsd":0.39,"w5":117102,"w5Usd":0.08,"w5PctPool":0,"w7":1537634,"w7Usd":0.39,"w7PctPool":0.1,"w5Son":117102,"w7Son":117102,"hourly":[0.08,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:07:50.733Z","tokens":117102,"usd":0.08,"msgs":4}},"onchain":{"deals":9,"openIntents":4,"balanceUsd":99.45,"realizedPnl":-0.56,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":320,"wakes":28,"firstWakeMs":1780939200000,"lastWakeMs":1781099973000,"ageMin":9,"lastWhy":"sAAPL largest unaddressed gap at -7.99pp after #929 filled. #952 covering sNVDA. #926 about to expire. DCA continues at ","repeatWakes":25,"avgGapMin":99,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781121600000,"watching":"own intent #926/#952/#963 resolves or new favorable stock offer (fallback 20:00 UTC)","armed":true,"nextFallbackMin":351}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":129,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":22,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0.31],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.2,"realizedPnl":0.19,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":320,"wakes":18,"firstWakeMs":1780924988000,"lastWakeMs":1781098282000,"ageMin":38,"lastWhy":"Both actionable signals require selling assets I don't hold. No buy-dip opportunity at or above threshold. Waiting for a","repeatWakes":10,"avgGapMin":170,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105460000,"watching":"buy-dip β‰₯1.5% on any asset OR new resting sell intent on dipped asset (fallback 15:31 UTC)","armed":true,"nextFallbackMin":82}},"verdict":{"summary":"Market-open wake (w19, 13:31 UTC) fired as expected but found no buy-dip signal β‰₯1.5% β€” SSV has recovered above the 1.98 threshold since the w11 unfilled intent. sNVDA sell remains permanently blocked by zero position (not market hours alone). LP-Maker's return confirms the fill path exists for future buys, but no current dislocation meets threshold. Agent c","badge":"WATCHING, NO SIGNAL","confidence":"high","bottomLine":"w19 market-open check: zero buy signals, zero sell signals. SSV trailing avg 2.01 β†’ threshold 1.98; SSV cleared that level since w11's -1.89% dip (which expired unfilled with LP offline). LP back does not produce a deal β€” the signal itself isn't there today. sNVDA sell is double-blocked structurally. Agent correctly observing; next live trigger requires SSV/BTC/ETH/equity to dip β‰₯1.5% below their w19 trailing averages.","rootCause":{"class":"structural","evidence":"3 deals all ↔ LP-Maker; $100.23 portfolio is 100% USDC β€” no asset inventory means sell-strength path (fade upside dislocations) is permanently inert. Buy-dip path functional but no current dislocation β‰₯1.5%: w19 confirms SSV recovered, no other asset breached threshold. w14/w15/w17/w18/w19 all repor"},"reasoningRead":"Sound, on-mission, solving the right problem. Each wake correctly classifies the zero-dislocation environment rather than forcing a trade. The seenIntents deduplication on the sell-intent fire path is correct. The one gap: agent never reasons about building inventory so the sell-strength path unlocks β€” it only waits for buy-dip. Five consecutive no-trade wakes suggest the trailing averages may be ","wakeTriggers":["Oracle price < trailing_avg Γ— 0.985 for any of BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","New resting sell intent on any BUY_CANDIDATES asset when spot < trailing_avg Γ— 0.995","Hard fallback: 15:31 UTC (99 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 settled deals; back online with 8 open quotes; confirmed fill path for buy-dip swaps","available":"active β€” woke 18 min ago, 74 deals, heal"},{"agent":"vulture-andrew","fit":"maybe","why":"9 open baiting intents; if any are sell-side (give asset / want USDC) on a dipped asset, swing's newSells watcher path would fire","available":"active β€” 9 open intents, 34 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents; could offer asset-for-USDC legs swing could take if dislocation aligns","available":"armed, but lot-size floor issue independ"},{"agent":"stacker-massimo","fit":"no","why":"Buys sNVDA (same direction as any swing buy); no opposing leg available","available":"just fired"}],"reliableCounterparties":1,"missedOpportunities":"None since LP recovered. w11 SSV dip (-1.89%) was the last signal β€” LP offline then; that window is closed. No new β‰₯1.5% dislocations detected across w17/w18/w19 with LP live. Vulture's 9 open intents are unverified as sell-side on dipped assets β€” the watcher's newSells path would catch these if they qualify; no evidence they do.","wakeScript":{"wellReasonedForMission":true,"good":["Dual fire paths: oracle-price dip poll AND new resting sell-intent scan β€” catches both market moves and counterparty flow","60s poll cadence is efficient without being sub-minute; 2h fallback matches the patient fade-dislocation style","seenIntents Set correctly deduplicates β€” only fires on genuinely new sell intents, no false positives","Zero-LLM watcher; trailing averages captured at deploy time so no drift within the 2h window"],"lacking":["No sell-strength fire path: watcher hardwires BUY_CANDIDATES with no SELL_CANDIDATES β€” after a successful buy, the complementary sell-above-avg trigger is never","Trailing averages are frozen at wake deploy; over a 2h window with LP actively quoting, the true trailing avg could drift enough to shift threshold by ~0.5-1%"],"suggestedChange":"After a buy deal settles, emit the acquired asset + entry price into the next wake context and add a sell-strength arm (spot > trailing_avg Γ— 1.015) to fire when swing can actually fade the upside. This unlocks the full fade-dislocation loo"},"issues":[{"scope":"agent","title":"Sell-strength path permanently inoperable","detail":"swing-nikita holds 100% USDC ($100.23). The mission says 'sell those stretched above' but the watcher has no sell-strength trigger and the agent has no inventory to sell. Five consecutive wakes (w14–w19) report the same double-block. This is not a temporary condition β€” it's structural until a buy ex","fix":"After the next successful buy deal, update CLAUDE.md to set the acquired asset as a SELL_CANDIDATE in the following wake script, with sell trigger at trailing_avg Γ— 1.015. Alternatively allow the agent to carry a small multi-asset starter position so both sides of the fade can activate."},{"scope":"agent","title":"Trailing averages stale across wake window","detail":"TRAILING values are hardcoded at wake-deploy (w19 values: SSV=2.01, BTC=61368.82, etc.) and persist for the full 2h watch window. If the true 24h trailing avg shifts materially, the threshold could fire early or miss a valid signal.","fix":"Minor: low priority given patient mission cadence. If false fires become a pattern, add a fresh trailing-avg fetch at each poll tick (one readPrice call already runs; extend it to include a rolling-avg endpoint if available in belt.tools)."}],"assessment":"w19 market-open check: zero buy signals, zero sell signals. SSV trailing avg 2.01 β†’ threshold 1.98; SSV cleared that level since w11's -1.89% dip (which expired unfilled with LP offline). LP back does not produce a deal β€” the signal itself isn't there today. sNVDA sell is double-blocked structurally. Agent correctly observing; next live trigger requires SSV/BTC/ETH/equity to dip β‰₯1.5% below their w19 trailing averages."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2105,"total":121927558,"totalUsd":60.78,"w5":35413044,"w5Usd":21.68,"w5PctPool":14.2,"w7":121927558,"w7Usd":60.78,"w7PctPool":5.1,"w5Son":32956880,"w7Son":78968573,"hourly":[6.33,0,2.75,3.36,9.25,14.29,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0,0.59,1.15],"lastWake":{"ts":"2026-06-10T14:08:38.456Z","tokens":904438,"usd":0.82,"msgs":17}},"onchain":{"deals":34,"openIntents":7,"balanceUsd":98.58,"realizedPnl":-1.43,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781090145991,"containerAgeMin":173,"wakes":69,"firstWakeMs":1780945920000,"lastWakeMs":1781100420000,"ageMin":2,"lastWhy":"No edges cleared 1% gate; watcher handled quote hygiene autonomously between wakes.","repeatWakes":38,"avgGapMin":38,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781107177061,"watching":"17 intents, none takeable; soonestExpiry=1781103001; next poll 71s","armed":true,"nextFallbackMin":111}},"verdict":{"summary":"LP recovery unblocked vulture immediately: rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (13:47) as deals 98/99, +$0.28 edge β€” confirming LP was the binding constraint. Bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% remain open; LP does not take bait sells (it's a neutral maker, not a directional taker), so fills depend on momentum/swin","badge":"FILLING POST-LP-RECOVERY","confidence":"high","bottomLine":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture.","rootCause":{"class":"counterparty-starved","evidence":"9 of 11 recent settled deals ↔ LP-Maker-Matheus; rebalance buys 935/932 settled instantly once LP returned (w63 13:47); bait sells 874/875/876 require directional takers not LP β€” momentum/swing/stacker live but haven't crossed yet this cycle"},"reasoningRead":"Sound and solving the right problem. w63 correctly posted rebalance buys immediately on LP recovery and captured +$0.28 instantly. w64 correctly pruned 950 (eroded to 0.36% below 0.5% floor) and 941 (stale after 0.31% oracle drift). Bait sell hold decision (β‰₯1% with longer TTL vs rivals at 1% floor) is quantitatively justified per playbook. No churn detected.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","check-my-quotes: cancelCmds.length > 0 (erosion/undercut)","pre-expiry: ~5 min before soonest intent expiry","hard fallback: 2h (117 min remaining)","MISSING: no immediate trigger when LP posts a matching quote β€” relies on 30s poll cycle, so LP quote arrival can lag up to 30s before vulture fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9/11 recent deals); fills rebalance buys instantly on return β€” confirmed deals 98/99","available":"active, woke 18 min ago, 8 open quotes"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary swap counterparty, 3/11 recent settled deals β€” unknown agent but reliably active","available":"active (recent deal history)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if these are the strongest movers this wake; directional taker","available":"pidAlive=true, woke 18 min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take vulture's bait sells if asset stretched above trailing avg","available":"pidAlive=true, active at market open"},{"agent":"stacker-massimo","fit":"no","why":"Only buys sNVDA at 0.50 USDC/wake β€” lot size too small for vulture's bait sells","available":"fired, now armed=false"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced swaps on fast CEX feed; could cross vulture's bait sells if oracle lags","available":"7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"None. w57–w62 correctly report no takeable edges β‰₯1%. Watcher can see the book via scan-edges (measurable). Honeypot pre-seed (779/836/869) prevents false positives. Hold decisions in w57/w60/w61 are correct per playbook.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% via scan-edges β€” directly aligned with vulture's pick-off mission","check-my-quotes erosion/undercut trigger prevents free pick-off of stale quotes","Pre-expiry trigger (~5 min before soonest expiry) protects against TTL-lapse waste","seenEdgeIds pre-seeded with confirmed honeypots (779/836/869) β€” zero-LLM guard","30s poll cadence + 2h hard fallback β€” appropriate for opportunistic agent"],"lacking":["30s poll means up to 30s lag between LP posting a matching quote and vulture firing β€” suboptimal for competitive fill race","No explicit LP-quote-arrival event trigger; relies on scan-edges polling rather than reactive signal"],"suggestedChange":"Add a lightweight LP-quote monitor: check if LP's open quotes include any asset vulture holds in rebalance deficit, and fire immediately if a match appears β€” closes the 30s lag window that could cost fills in a competitive market-open envir"},"issues":[{"scope":"agent","title":"[object Object] logging in wake descriptions","detail":"w59, w61, w62, w63, w64 all show '[object Object]' in the wake log summary line β€” an object is being string-interpolated without .toString() or JSON.stringify(). Degrades historical analysis readability.","fix":"Find the wake-log string concatenation where the state/result object is interpolated and replace with JSON.stringify(obj) or obj.summary / obj.action fields."},{"scope":"agent","title":"Realized PnL -$1.20 on 34 deals at 15.1% pool spend ($22.82/5h)","detail":"34 deals with $55.43 lifetime token cost and -$1.20 realized PnL means edge capture is not yet covering LLM costs. The +$0.28 from deals 98/99 is directionally correct but the rate needs to accelerate now LP is live.","fix":"Monitor PnL-per-deal over next 5 wakes with LP active; if bait sells remain unfilled >60 min into market-open epoch, lower bait floor from 1% to 0.75% to attract momentum/swing flow."}],"assessment":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture."},"overBudget":{"pct":14.2,"capPct":10}}],"unattributed":{"sessions":893,"tokens":138040604,"usd":71.44,"w5":11027491,"w5Usd":6.58,"hourly":[1.01,0,2.44,1.49,1.65,0.71,2.91,0.53,2.28,2.02,3.33,4.07,2.18,2.43,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.41,0.66,0.47]},"boardOverhead":{"sessions":1452,"tokens":32090764,"usd":66.38,"w5":2950420,"w5Usd":6.38,"hourly":[1.14,1.15,1.55,1.3,1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69,0.74]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":767245870,"grandUsd":452.45,"grandSessions":2831,"attributedTokens":597114502,"unattributedTokens":138040604,"boardTokens":32090764,"reassembledTokens":767245870,"tokensBalance":true,"attributionPct":81.2,"multiMatchSessions":105,"sessionsScanned":2387,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":33980,"dedupedMsgs":14155,"rawTokens":1754297687,"dedupedTokens":767245870,"dupRatio":2.286}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T14:06:26.114Z","swarm":{"headline":"LP EPISODIC, BUG FLEET-WIDE","funnel":{"posted":971,"settled":104,"conversionPct":10.7,"byTemplate":{"Swap":87,"BinaryBet":15,"Options":2,"Perpetual":0}},"liquidityMap":[{"market":"Swap / equities + crypto","flow":"LP-Maker-Matheus ↔ Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Arb-Hunter-Tom, Polymarket-Ljuba, 0x5F79, 0xBd6a, 0xb591","status":"Hub active: 8 open quotes, 13/16 most-recent settled deals LP-involved β€” but wat"},{"market":"BinaryBet / crypto","flow":"Bear-Yosher β†’ Mimic-Ljuba (11/16 lifetime fills)","status":"Partnership functional but Mimic watcher process died before 13:30 UTC open trig"},{"market":"Options / ETH","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Thin: dealId 100 (ETH PUT, $0.24 premium) settled at 14:47 UTC; book empty again"},{"market":"Bait sells / equities","flow":"Vulture-Andrew β†’ Momentum-Nikita, Swing-Nikita, Stacker-Massimo","status":"9 open baits (874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% + 6 others); directional"},{"market":"Index / equities","flow":"Index-Maker ↔ Index-Taker","status":"FROZEN β€” both null-deployed for 7 consecutive cycles; wake_script_source=null, $"}],"causalLinks":[{"cause":"armWatcher promise-drop (core SDK) kills watcher post-execution without preventing quote posting","effect":"LP-Maker ran, posted 8 quotes, settled deals β€” then watcher died. Quotes expire in ~55 min, triggering the next dark per","evidence":"LP: armed=false, pidAlive=false, nextFallbackMin=null post-execution; 8 open quotes expiring 51–59 min from board time; same bug hit Bear-Yosher at w29b/w30 (simultaneous fires, duplicate bets); Mimic"},{"cause":"LP-Maker episodic dark periods (931-min prior outage, next gap imminent in ~55 min)","effect":"Arb-Hunter fill rate collapsed to 1.8% (2/111 wakes) during outage; only recovered to ~9% in ~22 post-LP-return wakes. V","evidence":"Arb-hunter: 4/134 lifetime deals, 2 fills in post-LP wakes; Vulture deals 98/99 settled at w63 post-LP-return; 9/11 vulture recent settled ↔ LP-Maker-Matheus"},{"cause":"Rebalancer-Lior DCA lot = 7 USDC vs LP-Maker minimum = 12 USDC (agent miscalibration, not oracle price)","effect":"4 consecutive BTC intents (#777, #831, #887, + current) expired unfilled. LP-Maker's return does NOT fix this β€” the floo","evidence":"Intents #777/#831/#887 + 2 current open at 7 USDC; LP minimum confirmed 12 USDC; 0xBd6a has no confirmed current book presence at small lots; no other demonstrated sub-12 USDC BTC taker active in flee"},{"cause":"Index-Maker and Index-Taker both null-deployed β€” independent co-failure, no sequencing relationship","effect":"Entire index market segment produces zero flow. Neither side has ever posted or taken; no self-healing mechanism exists.","evidence":"7 consecutive cycles: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=$0 for both; dependency theory ruled out in cycle 6"},{"cause":"Vulture bait sells (874/875/876) require directional takers (momentum/swing/stacker), not the neutral LP-Maker hub","effect":"LP's return unblocked rebalance buys (deals 98/99) but does nothing for bait sells. Bait fills depend on momentum/swing ","evidence":"Bait intents 874/875/876 open 40–57 min; momentum: no 2pp gap at w16; swing: no dislocation β‰₯1.5% at w19; stacker: armed=false, nextFallbackMin=null"},{"cause":"Mimic-Ljuba watcher process died before 13:30 UTC market-open trigger","effect":"Bear-Yosher's most reliable copier (11/16 lifetime fills) is blind during the highest-activity epoch. Bear's 1 open inte","evidence":"Mimic: pidAlive=true (re-armed), nextFallbackMin=34; 0 BinaryBet fills since w55 (10:30 UTC); Bear: 1 open intent, watcher armed with 76-min fallback"}],"insights":[{"severity":"critical","title":"armWatcher promise-drop is hitting 3 agents this cycle β€” LP dark window imminent in ~55 min","detail":"LP-Maker (watcher dead post-execution), Bear-Yosher (w29b/w30 duplicate fires), and Mimic-Ljuba (process death before market-open) all share one root cause. LP-Maker's 8 open quotes expire in 51–59 min; without a core fix or manual re-trigger, the fleet loses its primary liquidity hub again.","evidence":"LP: armed=false, pidAlive=false, nextFallbackMin=null; Bear: w29b/w30 simultaneous fires, self-repaired at w31; Mimic: process dead pre-13:30 UTC, nextFallbackMin=34","scope":"core","fix":"Fix armWatcher promise-drop in core SDK β€” ensure fallback timer is registered before any async gap. Immediate: manually trigger LP-Maker wake before quote expiry (~55 min window)."},{"severity":"critical","title":"Index market frozen for 7 cycles: no self-recovery path exists","detail":"Both index-maker and index-taker have wake_script_source=null and $0 lifetime tokens across 7 consecutive cycles. No mechanism exists to bootstrap from null state β€” requires manual deployment. This blocks an entire market segment with no agent-side workaround.","evidence":"7 cycles Γ— 2 agents: armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=$0; independent co-failure confirmed (not sequencing)","scope":"fleet","fix":"Manually deploy index-maker and index-taker wake scripts. Verify CLAUDE.md + watcher boot sequence. Add board alert for wake_script_source=null to catch this at cycle 1, not cycle 7."},{"severity":"warn","title":"Rebalancer-Lior DCA lot (7 USDC) permanently below LP minimum (12 USDC): 4th consecutive failure","detail":"Intents #777, #831, #887, and current 7 USDC BTC lots all expired or will expire unfilled. LP-Maker's return is irrelevant β€” the constraint is lot size, not oracle price or LP availability. The agent's w23 self-diagnosis ('LP may come alive at lower oracle') is incorrect and will produce a 5th failure.","evidence":"3 confirmed expired + 2 currently open at 7 USDC; LP-Maker minimum = 12 USDC confirmed; no current sub-12 USDC BTC taker in fleet","scope":"fleet","fix":"Update rebalancer-lior CLAUDE.md: raise BTC DCA lot to β‰₯12 USDC. Correct reasoning frame from 'oracle price gap' to 'lot-size floor vs counterparty minimum.'"},{"severity":"warn","title":"Mimic-Ljuba blind during market-open epoch β€” Bear partnership disrupted at peak activity","detail":"Mimic's watcher process died before 13:30 UTC, missing the trigger entirely. The Bear↔Mimic partnership drives 11/16 of Mimic's lifetime fills and is the BinaryBet market's only active flow. Bear has 1 open intent aging 17+ min uncopied; 34 min until Mimic's fallback fires.","evidence":"Mimic: pidAlive=true (re-armed post-death), nextFallbackMin=34; 0 BinaryBet fills since 10:30 UTC (w55); Bear: 1 open intent, watcher armed/nextFallbackMin=76","scope":"core","fix":"Fix watcher process lifecycle so process death triggers immediate re-arm. Interim: reduce Mimic fallback interval to ≀15 min during 09:30–16:00 ET market hours."},{"severity":"ok","title":"LP recovery confirmed: deals 98/99 settled instantly, arb-hunter fill rate 5Γ— β€” LP was the binding constraint","detail":"Vulture rebalance buys 935 (sNVDA) and 932 (sMSFT) settled as deals 98/99 within minutes of LP-Maker's return (w63, 13:47 UTC). Arb-hunter fill rate jumped from 1.8% (2/111 pre-LP wakes) to ~9% (2/22 post-LP wakes). 13/16 most-recent settled deals are LP-involved.","evidence":"Deals 98/99 settled at w63 post-LP-return; arb-hunter w128 (+35bps SSV) and w131 (+22bps ETH) both post-LP; 13/16 recent deals LP-involved","scope":"fleet","fix":"No fix needed β€” LP execution is sound. Priority: prevent the next dark period (quote expiry in ~55 min via core promise-drop fix or manual re-trigger)."},{"severity":"ok","title":"Option pipeline functional: templateHash fix validated, option-taker acting immediately on supply","detail":"Option-Taker took ETH PUT (dealId 100, strike $1,631.46, $0.24 premium) at 14:47 UTC β€” the first deal since the templateHash fix. Supply rate (~1 option per multi-hour epoch) is the only remaining constraint. Option-writer's sMSFT rotation remains blocked (4 failed swaps 530/533/764/804), but that is an independent path.","evidence":"dealId 100: option-taker ↔ option-writer-matheus; watcher armed, nextFallbackMin=103; 0 open option intents now; option-writer nextFallbackMin=238","scope":"fleet","fix":"No fix needed for option-taker. Investigate option-writer sMSFT swap failures (530/533/764/804) β€” LP may not trade sMSFT belt tokens; Bear-Yosher is candidate taker."}],"fleetMoves":[{"scope":"core","action":"Fix armWatcher promise-drop: ensure fallback timer registration is synchronous before any async gap. This single fix restores LP-Maker continuity (preventing ~55-min dark window), eliminates Bear-Yosher duplicate-fire risk, and prevents Mimic process-death gaps at market-open. Hi"},{"scope":"fleet","action":"Manually trigger LP-Maker wake before quote expiry (~55 min) to bridge until core fix lands. Without this, fleet loses primary liquidity hub again and vulture rebalance buys, arb-hunter, swing, stacker fills all stall."},{"scope":"fleet","action":"Deploy index-maker and index-taker wake scripts β€” 7-cycle null state with no self-recovery. Add board alert for wake_script_source=null at cycle 1."},{"scope":"fleet","action":"Update rebalancer-lior CLAUDE.md: raise BTC DCA lot to β‰₯12 USDC and reframe reasoning from oracle-price to lot-size-floor. Prevents guaranteed 5th failure next wake."}],"at":"2026-06-10T14:09:58.728Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP LIVE, MARKET OPEN","healthDelta":"Better β€” LP-Maker recovered from 931-min offline to 8 active quotes + recent deals with 5 distinct counterparties (0x5F79, Polymarket-Ljuba, 0xb591, Swing-Nikita, Vulture-Andrew, Stacker-Massimo), validating the last headline; market-open epoch (13:30 UTC) firing now with momentum/swing/stacker all ","focusAreas":["LP-Maker recovery confirmed: 74 deals, 8 open quotes, woke 18 min ago β€” primary fill-side blocker gone for vulture (9 open intents), swing, stacker, arb-hunter","Rebalancer-Lior lot-size floor persists: 4th consecutive BTC failure (intents #777/#831/#887 + 2 current at 7 USDC each) vs LP minimum 12 USDC β€” LP's return does NOT fix this","Index-maker/index-taker: 7th consecutive null cycle (armed=false, pidAlive=false, $0 tokens, 0 wakes both) β€” confirmed structural deployment failure, no automatic recovery path","Market open 13:30 UTC firing: momentum (pidAlive=true, woke 18 min ago), swing (pidAlive=true), stacker (just fired, now armed=false) β€” deal flow test for LP recovery","Vulture's 9 open baiting intents (posted 20–57 min ago) now have LP as active counterparty β€” watch for rapid fill acceleration this cycle"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker's 8 quotes now live (sAAPL/sNVDA/sMSFT/SSV/BTC/ETH), did arb-hunter's last wake (1 min ago) detect any CEX/on-chain spread worth taking against LP's new rates β€” and is the 27-min fallback cadence tight enough to capture the ma","bear-yosher":"Bear shows 0 open intents and woke 152 min ago (next wake ~93 min) β€” with LP now back and the 'exactly-one-resting-bet' invariant requiring a live posting, is Bear overdue to post a new binary bet, or did it correctly evaluate no edge and h","index-maker":"7th null cycle β€” confirm armed=false/pidAlive=false/0 wakes/$0 tokens still, and whether any external trigger (new file, config change, partial boot artifact) has appeared since last cycle that would change the 'confirmed structural deploym","index-taker":"7th null cycle β€” same as index-maker: confirm identical null state and validate the fully-refuted dependency theory (both maker and taker are independently dead, not a sequencing issue).","lp-maker-matheus":"LP-Maker's recovery is the single biggest delta this cycle β€” quantify: how many deals since its last confirmed wake (w44 at 06-09T17:19), is the recovery stable or is it showing promise-drop symptoms again, and are its 3 soonest-expiring qu","mimic-ljuba":"Mimic woke 198 min ago (next fallback 90 min) with 0 open intents and Bear also showing 0 open intents β€” with LP back and binary flow potentially resuming, should Mimic already be posting a directional bet independently, or is it correctly ","momentum-nikita":"Momentum is pidAlive=true and woke 18 min ago right at the 13:30 UTC market-open trigger β€” what asset did it select as the strongest mover, did it post a swap intent, and does LP's active quoting (sNVDA/sMSFT/sAAPL all on book) provide a vi","option-taker-matheus":"Option-Writer shows 0 open intents (PUT 779 expired) and woke 9 min ago β€” did option-taker's last scan (47 min ago) or the upcoming one find any newly-posted options from option-writer's most recent wake, or is the supply-side still zero ac","option-writer-matheus":"Option-Writer woke 9 min ago with sMSFT rotation stuck at 4 failed swaps (530/533/764/804) and LP now active β€” did this wake successfully execute the sMSFT swap OR pivot the rotation to sAAPL/sNVDA, and did it post a new option intent post-","polymarket-ljuba":"Polymarket-Ljuba is pidAlive=true polling every 60s with 0 open intents (woke 190 min ago) β€” with LP back and bear/mimic binary flow potentially resuming around market open, has it found any mispriced BinaryBet or Option to take in the last","rebalancer-lior":"Lior woke 16 min ago and has 2 open intents both at 7 USDC (sAAPL 42m left, BTC 15m left) β€” LP is back but its minimum lot is 12 USDC; did Lior's w24+ wake diagnose and correct the lot-size floor, or is it still posting 7 USDC lots that LP ","stacker-massimo":"Stacker fired at market open and is now unarmed (armed=false, pidAlive=false, woke 2 min ago) β€” what did it do: did it post the 0.50 USDC sNVDA intent, and with LP actively quoting sNVDA (0.06 sNVDA β†’ 12.52 USDC on book), did the fill execu","swing-nikita":"Swing is pidAlive=true armed for 13:30 UTC market open (woke 18 min ago, nextFallbackMin=102) β€” with LP back quoting SSV/BTC/ETH, did swing's market-open wake see a buy signal on SSV or BTC dip, and is the sNVDA sell still blocked by zero p","vulture-andrew":"Vulture has 9 open intents posted 20–57 min ago that were starved with LP offline β€” with LP now back and active, which of vulture's 9 intents (sAAPL/sMSFT/sNVDA buy/sell, SSV/ETH/BTC swaps) overlap LP's current quotes, and have any filled i"},"ctas":[{"scope":"agent","text":"rebalancer-lior: Increase BTC (and all) DCA lot sizes from 7 USDC to β‰₯12 USDC β€” LP-Maker's minimum is a hard floor; 4 consecutive failures (#777/#831/#887 + 2 current) confirm 7 USDC will never fill r"},{"scope":"fleet","text":"index-maker / index-taker: Escalate to manual deployment intervention β€” 7 consecutive null cycles with zero automatic recovery signal; no agent action can unblock this"},{"scope":"agent","text":"option-writer-matheus: Unblock sMSFT rotation (4 failed swaps) β€” either confirm LP's recovered sMSFT quote (0.03 sMSFT β†’ 12.14 USDC, 45m left) is within reach of writer's swap params, or pivot rotatio"},{"scope":"core","text":"Monitor LP-Maker stability: last crash triggered by promise-drop at w44 armWatcher β€” confirm recovered wakes (w45+) are not silently re-hitting the same bug by watching for another unexplained offline"},{"scope":"fleet","text":"stacker-massimo lot-size check: LP's sNVDA quote is 0.06 sNVDA β†’ 12.52 USDC β€” stacker's 0.50 USDC lot is 25x below LP's minimum; if stacker just posted 0.50 USDC, it will fail for the same structural "}],"at":"2026-06-10T13:52:10.728Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T15:09:58.549Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":107.67,"used7d":null,"used7dUsd":479.81,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":65.1,"estPct7d":33.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":184.9,"estPct7d":80.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":186.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":63.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":148967108,"w7":571757903,"tot":571757903},"haiku":{"w5":13748689,"w7":236562426,"tot":236562426}},"fleet":{"agentsUp":12,"lifetimeTokens":808340140,"lifetimeUsd":479.81,"sessions":2902,"deals":114,"openIntents":22,"totalIntents":1023},"oracle":{"USDC":1,"ETH":1642.28,"BTC":62042.58,"SSV":2.06,"AAPL":289.9,"NVDA":203.66,"MSFT":402.7},"oracleAt":"2026-06-10T15:05:29.402Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":13,"msgs":265,"total":12637432,"totalUsd":6.54,"w5":6078669,"w5Usd":3.45,"w5PctPool":2.4,"w7":12637432,"w7Usd":6.54,"w7PctPool":0.5,"w5Son":6078669,"w7Son":10523217,"hourly":[0.45,0.2,0.6,1.74,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:13:26.852Z","tokens":1184075,"usd":0.66,"msgs":21}},"onchain":{"deals":10,"openIntents":0,"balanceUsd":100.14,"realizedPnl":0.15,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":275,"wakes":158,"firstWakeMs":1780927992000,"lastWakeMs":1781104140000,"ageMin":1,"lastWhy":"No takeable binary bet or swap edge. Pure wait.","repeatWakes":145,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105842417,"watching":"new intent >#1015 (mSSV-sell: impliedβ‰₯CEX; others: unconditional), OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Fill rate recovered from 1.8% (2/111 wakes) to ~9% in post-LP-recovery wakes (4/134 total; 2 fills in ~22 post-recovery wakes: w128 SSV swap +35bps, w131 ETH swap +22bps). The Vulture-Andrew deal (w128) confirmed a genuine arb edge: arb-hunter's CEX feed showed +35bps on an SSV intent Vulture had posted β€” arb-hunter took it profitably, portfolio grew $99.82β†’","badge":"RECOVERING WELL","confidence":"high","bottomLine":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal.","rootCause":{"class":"counterparty-starved","evidence":"2/4 settled deals ↔ LP-Maker-Matheus; 1 ↔ Vulture-Andrew; 1 prior. With LP back, fill rate jumped 5Γ— in recent wakes. w132–w135 waits: BTC needs +$2,550 (+4.2%) rally, SSV gap real but no matching intent, binaries deeply OTM β€” thin-book periods, not agent failure."},"reasoningRead":"Sound and correctly scoped. Agent quantifies every pass ('BTC needs +$2,550 rally') and advances HIGH_WATER each wake (851β†’884) without phantom fires. The Vulture-Andrew SSV take at +35bps was CEX-confirmed before execution β€” exactly what the mission requires. No churn: waits are justified by cited numbers, fills have measured edge. Solving the right problem.","wakeTriggers":["New intent ID > HIGH_WATER=884 posted to open book","Binary bet within 30–1800s of settlement AND CEX taker margin β‰₯0.5%","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 2/4 deals, 12 active quotes now live","available":"ACTIVE β€” 12 open quotes"},{"agent":"vulture-andrew","fit":"yes","why":"Posted SSV swap arb-hunter took at +35bps (w128); Vulture posts sharp intents arb-hunter can CEX-confirm","available":"ACTIVE β€” 5 open intents, 32 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets on BTC/ETH β€” arb-hunter's primary binary surface; bear's open bet (28m left) is deeply OTM so no current edge","available":"ACTIVE but current bet OTM"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts/takes BinaryBets; potential binary counterparty if near-decided","available":"Last woke 93 min ago"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. SSV +69bps gap at w129 was real but 'book has no intent with receivable-asset matching' β€” not a miss, correctly skipped. Watcher blind to CEX feed for SSV/non-BTC-ETH assets (oracle map covers only BTC/ETH), so any SSV binary edges are unmeasurable until that changes.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern correctly prevents re-firing on stale intents β€” advances every wake (851β†’884 over 7 wakes shown)","Binary check uses terms.expiry (settlement time), not posting expiry β€” correctly distinguishes when the bet resolves","CEX fetch gated by MIN_CEX_MARGIN_PCT=0.5% β€” prevents noise fires on negligible gaps","Zero-LLM, 30-min fallback, baseline-on-first-poll pattern is clean"],"lacking":["ORACLE_SYMBOL map covers only BTC/ETH β€” SSV/sAAPL/sNVDA/sMSFT binary bets with those oracles would be skipped silently even if near-decided and profitable"],"suggestedChange":"Expand ORACLE_SYMBOL to include SSV (and any stock oracle addresses) so binary near-expiry checks cover the full book, not just BTC/ETH β€” current gap means the watcher is blind to an entire binary surface segment."},"issues":[{"scope":"agent","title":"ORACLE_SYMBOL map incomplete β€” misses SSV and equity binaries","detail":"watcher only maps BTC and ETH oracle addresses; SSV/sAAPL/sNVDA/sMSFT binary bets near settlement will never trigger a fire, even if +5% in-the-money on CEX","fix":"Add SSV and equity oracle addresses to ORACLE_SYMBOL in current.ts; fetch SSV price from a liquid CEX endpoint (e.g. Coinbase or Binance SSV-USD) and equity proxies if available"},{"scope":"agent","title":"Realized PnL -$0.28 on 4 small fills (~$8-$25 notional each)","detail":"Token cost ($3.53 lifetime) is comparable to deal profit at current fill sizes; each fill is 4–8 USDC notional. Not a bug, but fill size is at the floor of economic viability","fix":"No immediate fix needed β€” portfolio mark is up $12; but if LP-Maker posts larger quotes, agent should confirm its per-fill cap (25% of portfolio) scales up with portfolio growth rather than staying anchored to old values"}],"assessment":"LP-Maker recovery translated directly: 2 fills in ~22 post-recovery wakes (~9% rate vs 1.8% prior). The Vulture-Andrew deal was a legitimate swap arb (+35bps CEX-confirmed), not a misfill. Portfolio up ~$12 since last summary; realized PnL -$0.28 is token-cost drag on 4 small fills, not a signal."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,1.5,0,1.77,1.06,0.55,1.04,2.41,1.92,2.45,0.7,3.44,0.26,0,0,0.22,0.24,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.37,"realizedPnl":-1.96,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":234,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":233,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"8th consecutive null cycle β€” state is byte-for-byte identical to cycle 7: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. Nothing changed since last summary: no config delta, no process resurrection, no file timestamp, no on-chain activity. LP-Maker's full recovery this cycle has zero bearing β€” index-m","badge":"CONFIRMED DEAD","confidence":"high","bottomLine":"8 consecutive null cycles, $0 lifetime tokens, wake_script_source=null β€” structural boot failure confirmed. The agent has never executed a single wake. No self-recovery path exists; the platform lifecycle manager has not intervened across 8 cycles and must do so explicitly.","rootCause":{"class":"structural","evidence":"wake_script_source=null for all 8 observed cycles; armed=false, pidAlive=false, nextFallbackMin=null throughout; 0 wakes, 0 settled deals, $0 lifetime tokens, no intents ever posted on-chain"},"reasoningRead":"No reasoning observable β€” agent has never executed. Mission (author LONG IndexBasket intents for BTC+AAPL+NVDA + publish contract source to indexer) is well-scoped but entirely unreachable without a boot. Reasoning quality is unmeasurable.","wakeTriggers":["MISSING: wake_script_source=null β€” no script has ever been loaded, nothing can fire a wake"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"natural counterparty β€” audits and takes the SHORT side of LONG IndexBasket intents index-maker would publish","available":"also dead (health=unknown, same null-sta"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never booted, no intents ever published, watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists or was ever loaded; fit-to-mission cannot be evaluated","No watcher process (pidAlive=false, armed=false, nextFallbackMin=null) β€” agent is fully inert with no recovery surface"],"suggestedChange":"Platform boot is the only move: seed the wake script and arm the watcher. All other improvements (cadence, triggers, fallback) are blocked until the agent boots at least once."},"issues":[{"scope":"core","title":"Structural boot failure β€” 8 cycles, platform has not intervened","detail":"wake_script_source=null for 8 consecutive observer cycles. pidAlive=false, armed=false, nextFallbackMin=null throughout. The platform lifecycle manager has not re-seeded or re-armed the agent once. Likely causes: missing or malformed CLAUDE.md, failed install/dependency step, or agent not registered","fix":"Explicit platform boot: diagnose why lifecycle manager skips this agent (check boot manifest registration, CLAUDE.md validity, install logs), then seed the wake script and arm the watcher. Add a watchdog alert for any agent with 0 wakes after 2 cycles."},{"scope":"agent","title":"Index market fully frozen β€” both maker and taker dead simultaneously","detail":"index-maker (publishes LONG IndexBasket intents) and index-taker (audits + takes SHORT side) are both dead. Zero IndexBasket intents have ever been posted or settled fleet-wide. Even a successful index-maker boot produces nothing tradeable without index-taker also running.","fix":"Boot both agents together as a coordinated action. Before declaring the market live, verify the indexer endpoint is reachable and the contract-source publishing round-trip (maker β†’ indexer β†’ taker audit) succeeds end-to-end."}],"assessment":"8 consecutive null cycles, $0 lifetime tokens, wake_script_source=null β€” structural boot failure confirmed. The agent has never executed a single wake. No self-recovery path exists; the platform lifecycle manager has not intervened across 8 cycles and must do so explicitly."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"8th consecutive cycle of identical null state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Step-1 focus question answered: no IndexBasket intent has appeared on-chain this cycle β€” index-maker remains in the same null state (8th cycle), so no intake trigger ever fired. Dependency theory remains full","badge":"BOOT DEAD 8C","confidence":"high","bottomLine":"8th null cycle, zero change. No IndexBasket intent exists on-chain because index-maker is also dead (8th null cycle), so even if index-taker were alive it would have nothing to take. Both agents share the same structural boot failure; neither has ever woken, spent a token, or posted a deal. This is a confirmed platform/deployment issue, not a mission logic error.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 8 cycles; $0 lifetime tokens; 0 wakes; index-maker in identical state β€” no IndexBasket LONG intent has ever appeared on-chain to trigger this agent"},"reasoningRead":"Unmeasurable β€” wake_script_source=null means no reasoning has ever executed. The mission logic (fetch verified source β†’ audit β†’ fail-closed) is sound in design, but has never run.","wakeTriggers":["MISSING: process never starts β€” no watcher armed, no pid, no fallback scheduled","MISSING: IndexBasket LONG intent on-chain (upstream dependency, also unmet since index-maker is dead)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole upstream counterparty β€” publishes the LONG IndexBasket intents index-taker is designed to take the SHORT side of","available":"dead β€” 8th null cycle, never woken"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket LONG intents have ever been posted (index-maker never woke), so there was nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all; agent cannot be evaluated for mission fit","No boot, no process, no fallback β€” complete deployment failure for 8 cycles"],"suggestedChange":"Fix the boot failure (deploy/start the process) before evaluating wake-script logic; once live, the watcher should poll for new IndexBasket LONG intents on-chain and wake when one appears β€” cadence should match index-maker's posting frequen"},"issues":[{"scope":"core","title":"Structural boot failure β€” 8 consecutive null cycles, no platform action","detail":"index-taker has never started: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens across all 8 observed cycles. Same state as index-maker. No platform-level remediation has been applied despite the pattern being flagged since cycle 1.","fix":"Escalate to platform owner: inspect deployment logs for both index-maker and index-taker; determine whether the process fails to start, exits immediately, or was never deployed; restart both agents together since index-taker has no useful work until index-maker posts an intent"}],"assessment":"8th null cycle, zero change. No IndexBasket intent exists on-chain because index-maker is also dead (8th null cycle), so even if index-taker were alive it would have nothing to take. Both agents share the same structural boot failure; neither has ever woken, spent a token, or posted a deal. This is a confirmed platform/deployment issue, not a mission logic error."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":291,"msgs":6411,"total":394947840,"totalUsd":228.67,"w5":118961971,"w5Usd":77.35,"w5PctPool":47.6,"w7":394947840,"w7Usd":228.67,"w7PctPool":16.5,"w5Son":110105612,"w7Son":315027103,"hourly":[22.5,13.88,13.84,16.88,10.25,13.75,4.04,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61,1.29],"lastWake":{"ts":"2026-06-10T15:09:10.952Z","tokens":118095,"usd":0.08,"msgs":4}},"onchain":{"deals":85,"openIntents":14,"balanceUsd":743.77,"realizedPnl":7.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":381,"wakes":40,"firstWakeMs":1781018900000,"lastWakeMs":1781103420000,"ageMin":13,"lastWhy":"sAAPL -0.55% inverted bids at -22bps/-16bps buffer; sMSFT -0.29% inverted concurrent-session bid at -16bps; SSV -0.49% a","repeatWakes":39,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781104475262,"watching":"cluster #972/#973/#977 expiry ~15:12 UTC | price guard | new fillable intent","armed":true,"nextFallbackMin":5}},"verdict":{"summary":"Offline 931 min (+10 from last run's 921 min) β€” no recovery, no partial restart. Confirmed pre-crash: last deal was #64 at w42 (06-09T16:26), last wake w44 at 06-09T17:19 armed the 60-min fallback but promise-drop swallowed it. The 12 quotes posted at w44 (IDs 609, 620–631, expiry ~17:58–18:05 UTC) have been expired ~14+ hours; book now has zero LP-Maker dep","badge":"CRASHED β€” CORE BUG","confidence":"high","bottomLine":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty.","rootCause":{"class":"structural","evidence":"armWatcher promise-drop at w44 (06-09T17:19Z): fallbackMs=3600000 should have triggered at ~18:19Z but orchestrator never received the return; armed=false, pidAlive=false confirmed. Last deal #64 at w42 (16:26Z), 0 tokens in 5h, open_intents=0. Not agent logic β€” wake-script is sound."},"reasoningRead":"The agent's reasoning through w38–w44 was disciplined and on-mission (quote freshness, oracle guards, rebalancing shorts after fills). The crash is purely a platform failure, not a reasoning failure. The w44 script correctly set a 60-min fallback β€” it just was never honoured.","wakeTriggers":["quote expiry (~45 min, myIntentIds list)","oracle breach (Β±15–50 bps via belt)","new fillable network intent matching HOLD set","MISSING: watcher never fires β€” promise-drop means runWatchLoop is never scheduled by orchestrator"],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"9 fills with LP-Maker pre-crash; primary swap taker, active with 8 open intents now","available":"warm but LP-starved"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills, DCA swap taker, active","available":"warm but LP-starved"},{"agent":"swing-nikita","fit":"yes","why":"3 fills, dislocation swaps, active","available":"warm but LP-starved"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills, USDCβ†’sNVDA swaps, active","available":"warm but LP-starved"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 fill, primarily options/binaries not swaps","available":"warm"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book (process dead). However, Vulture-Andrew has 8 unfilled open intents aged 20–40 min and $11.44/5h burn β€” those are highly probable LP-Maker fills that went unfilled. Rebalancer, Swing, Stacker all posted swap intents with no maker to fill them.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks own quote expiry by ID β€” correct trigger for an LP whose main risk is phantom depth from stale quotes","Oracle breach check (Β±15–50 bps) via belt is well-calibrated for a near-mid quoter","60-min fallback is appropriate cadence for an LP (not sub-minute polling)","canFill guard on HOLD set prevents waking on irrelevant intents","Zero-LLM, pure poll β€” correct"],"lacking":["Script is sound but moot β€” the core armWatcher promise-drop prevents it from ever being scheduled"],"suggestedChange":"Fix core: armWatcher must await and validate the promise return from the orchestrator; if it drops, retry or surface an error rather than silent no-op. Agent-side script needs no changes."},"issues":[{"scope":"core","title":"armWatcher promise-drop kills LP restart","detail":"w44 fallbackMs=3600000 was set at 06-09T17:19Z; orchestrator should have re-woken at ~18:19Z but the promise was dropped. Now 931 min offline. Every taker agent dependent on LP-Maker swaps is starved. This is the single highest-leverage fix in the fleet.","fix":"armWatcher must confirm the orchestrator acknowledged the scheduled callback; add a heartbeat or explicit ack β€” if none received within 2 min, surface a hard error rather than silently dropping the fallback."},{"scope":"agent","title":"Expired quote IDs in wake-script will fire immediately on restart","detail":"myIntentIds in the w44 script includes IDs 609, 620–631, all expired ~14h ago. On restart these will all resolve as 'expired', firing multiple redundant wakes in quick succession.","fix":"On restart, agent should clear the myIntentIds list or check expiry timestamp before looping β€” or the first wake should just re-quote fresh rather than chasing resolved IDs."}],"assessment":"Still crashed at 931 min (armed=false, pidAlive=false). The settled_deals list is 100% pre-crash history β€” no on-chain fills since w42 and zero evidence of manual restart. The armWatcher 60-min fallback fired at ~06-09T18:19 UTC but the promise-drop bug silently discarded it. Every warm taker (Vulture, Rebalancer, Swing, Stacker) is now without their primary fill counterparty."},"overBudget":{"pct":47.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":7,"msgs":125,"total":7029250,"totalUsd":1.49,"w5":2579621,"w5Usd":0.49,"w5PctPool":1,"w7":7029250,"w7Usd":1.49,"w7PctPool":0.3,"w5Son":0,"w7Son":0,"hourly":[0,0.49,0,0,0,0,0.24,0,0,0,0,0.36,0.23,0,0,0,0,0.17,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T13:55:25.889Z","tokens":1641465,"usd":0.31,"msgs":26}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":275,"wakes":61,"firstWakeMs":1780927020000,"lastWakeMs":1781099864000,"ageMin":72,"lastWhy":"No BinaryBets with β‰₯3pp taker edge on board. Edge floor unmet.","repeatWakes":51,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105222538,"watching":"new BinaryBet appears on book (or 45 min fallback to re-scan)","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Major liveness recovery since last summary: watcher is now live (pidAlive=true, armed=true, 35-min fallback) vs. the dead process that missed the 13:30 UTC market-open. This cycle Mimic fired on Intent #869 (BTC>$63.5k, +42pp edge, deal 93) β€” the watcher's book-change trigger worked correctly. Bear's newest live bet appeared post-13:54; watcher has not fired","badge":"LIVE, TAKER-ONLY","confidence":"high","bottomLine":"Watcher fully recovered β€” fired on Intent #869 this cycle (+42pp edge, deal 93). Bear's current new bet has not yet triggered a wake (54 min since last wake, 35 min until fallback); the watcher is armed and correct. No missed opportunity beyond timing lag; structural single-counterparty concentration (Bear-Yosher 16/16) is the standing risk.","rootCause":{"class":"counterparty-starved","evidence":"16/16 settled deals are Bear-Yosher BinaryBets; 0 other signal sources. When Bear posts nothing, 51 of 61 wakes (84%) find empty board and take no action."},"reasoningRead":"Sound and on-mission. The +42pp edge call on Intent #869 (cost-implied 60% vs fair ~18%) is quantitative and disciplined. The 'skip churn on thin board' rule in w54–w58 is correct taker discipline. No false moves or off-mission drift detected. The only concern is that a disciplined taker with one signal source is solving the right problem inside an artificially narrow universe.","wakeTriggers":["New BinaryBet intent appears on book (60-s poll loop, fires within 1 poll cycle)","45-min fallback (nextFallbackMin=35 β€” live and counting)","MISSING: no direct Bear-Yosher address monitor β€” relies on template scan to catch Bear's posts, which is fine but adds up to 60 s latency vs. an address-keyed t"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Sole signal source β€” all 16 deals are Bear-Yosher BinaryBets; Mimic mirrors or takes the opposite side","available":"active, last_wake=4min, deals=17"},{"agent":"vulture-andrew","fit":"maybe","why":"Vulture takes near-decided binaries; could be a counterparty if Mimic posts maker-side bets (currently never does)","available":"active, deals=36"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries off lagged book; same counterparty fit as Vulture if Mimic ever posts","available":"active, deals=10"}],"reliableCounterparties":1,"missedOpportunities":"None this cycle β€” w53 correctly took Intent #869 at +42pp. Wakes w54–w58 found empty board or sub-floor edges; skipping was correct. Bear's newest live bet is within the 60-s poll window; not yet a miss.","wakeScript":{"wellReasonedForMission":true,"good":["Book-change trigger (new BinaryBet template scan) is the correct primary signal for a copy-trader β€” fires within 60 s of a new bet appearing","45-min fallback prevents indefinite sleep when board is quiet; cadence matches a patient taker","Zero-LLM watcher with a stable seen-set baseline; correct handling of startup baseline vs. new arrivals","pidAlive=true confirmed β€” the prior dead-process regression is resolved this cycle"],"lacking":["seen set is per-process β€” resets on every watcher restart; a slow-churn board could re-fire on old intents after a crash/restart cycle (low probability but poss","No Bear-Yosher address-keyed filter β€” watches all BinaryBets fleet-wide, adding up to 60 s latency vs. a targeted address monitor"],"suggestedChange":"Add Bear-Yosher's on-chain address as a secondary filter alongside the template hash, so the watcher can log 'Bear posted' vs 'other agent posted' β€” enables faster signal attribution and future multi-source expansion without changing the tr"},"issues":[{"scope":"agent","title":"Single-counterparty concentration: 100% Bear-Yosher","detail":"All 16 settled deals are Bear-Yosher BinaryBets. If Bear goes dark or shifts strategy, Mimic has zero signal and reverts to indefinite standby. No other copy-signal source is configured.","fix":"Add a secondary signal source in CLAUDE.md: scan for any BinaryBet poster with β‰₯2 recent settled deals as a fallback copy target when Bear's intent count is 0."},{"scope":"agent","title":"Pure taker, no maker-side postings","detail":"open_intents=0 every cycle. Mimic's mission says 'accept winnable open bets' (taker) AND implies re-pricing to live oracle. Never posting opposing bets leaves PnL on the table and keeps reliableCounterparties=1.","fix":"Enable maker-side posting: when Bear posts a BinaryBet and edge β‰₯3pp, also post the opposite side at oracle mid + small shade to attract Vulture/Arb-Hunter as secondary counterparties."}],"assessment":"Watcher fully recovered β€” fired on Intent #869 this cycle (+42pp edge, deal 93). Bear's current new bet has not yet triggered a wake (54 min since last wake, 35 min until fallback); the watcher is armed and correct. No missed opportunity beyond timing lag; structural single-counterparty concentration (Bear-Yosher 16/16) is the standing risk."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.38,"realizedPnl":-0.62,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":293,"wakes":16,"firstWakeMs":1780940859000,"lastWakeMs":1781098284000,"ageMin":99,"lastWhy":"Edge threshold unmet on both lookbacks. SSV is the persistent momentum leader but hasn't broken out by the required 2pp ","repeatWakes":15,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112986752,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":146}},"verdict":{"summary":"LP-Maker's recovery now unblocks the fill-side for all 6 universe assets β€” the structural counterparty gap that killed w9/w10 SSV intents (#741, #745 at $51.25 each) is resolved. Since market-open w16 (13:31 UTC, 81 min ago) no asset has cleared the 2pp relative-gap threshold; agent is correctly resting, watcher armed (nextFallbackMin=164, fires ~17:31 UTC).","badge":"RESTING CORRECTLY","confidence":"high","bottomLine":"No β‰₯2pp signal since market open 81 min ago β€” agent correctly idle. With LP now quoting all 6 universe assets, the fill-side is finally present; the next qualifying gap should execute cleanly where w9/w10 could not.","rootCause":{"class":"counterparty-starved","evidence":"Intents #741 and #745 (SSV, $51.25 USDC each, w9–w10) both failed during LP-Maker's 931-min crash. LP is now recovered (11 open quotes, last_wake=4min). No new β‰₯2pp signal has materialized since LP recovery."},"reasoningRead":"Sound and on-mission. Agent correctly filtered 5 consecutive sub-threshold wakes (w12–w16) without burning tokens, fixed the 1h expiry flaw for w10 (re-posted with 8h window), and is now patient with LP finally available. No churn; no wrong-problem solving.","wakeTriggers":["relative-gap β‰₯2pp between any two assets in the 6-asset universe (live-baseline, 60s poll)","4h fallback (~17:31 UTC, nextFallbackMin=164)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap fill-side; 11 open quotes across all 6 universe assets including SSV","available":"alive, last_wake=4min, 81 deals settled"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps opportunistically; 36 deals β€” could fill if momentum intent is near-market rate","available":"alive, health=ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take contra on a momentum swing if the asset is sufficiently stretched","available":"alive, 3 deals"}],"reliableCounterparties":1,"missedOpportunities":"None since w16 (market-open, 81 min ago) β€” watcher has not fired, consistent with no β‰₯2pp gap materializing. Genuine earlier opportunity: SSV at 3.58pp gap (w9, 03:46 UTC) was real but LP was offline β€” platform fault, not agent fault.","wakeScript":{"wellReasonedForMission":true,"good":["Measures the actual decision variable (relative gap between any two assets), not a per-asset absolute proxy","Live baseline captured at first poll each wake β€” no stale anchor from prior wake","60s poll cadence appropriate for intraday momentum signals","Covers full 6-asset universe post-market-open (stocks unfrozen at US open)","4h fallback prevents indefinite sleep; PID file enables clean kill","Zero-LLM, cannot fire on 'book non-empty'"],"lacking":["No minimum readable-asset guard β€” if oracle fails on 4/6 assets, gap is computed over just 2, risking noise-driven misfire","No sub-threshold gap logging per poll tick makes post-hoc diagnosis of near-misses impossible"],"suggestedChange":"Add `if (syms.length < 4) return;` before the gap computation block β€” prevents misfires on partial oracle data without changing mission logic."},"issues":[{"scope":"agent","title":"Single reliable fill-side counterparty β€” one LP outage costs the whole session","detail":"Both qualifying SSV signals this session (w9/w10) failed solely because LP was offline. Momentum fires at most 1-2 times per session; one LP crash eats the entire opportunity window. reliableCounterparties=1.","fix":"Configure Vulture or Swing as a secondary swap fill-side for momentum intents, or add LP uptime alerting that pages before a 30-min gap develops."},{"scope":"agent","title":"No minimum readable-asset guard in watcher","detail":"If oracle reads fail for 4+ of 6 assets, the gap is evaluated on 2 assets β€” a noise spike could fire the agent on incomplete data.","fix":"Add `if (syms.length < 4) return;` before gap computation in current.ts (one line)."}],"assessment":"No β‰₯2pp signal since market open 81 min ago β€” agent correctly idle. With LP now quoting all 6 universe assets, the fill-side is finally present; the next qualifying gap should execute cleanly where w9/w10 could not."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.76,"realizedPnl":0,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":278,"wakes":20,"firstWakeMs":1780995929000,"lastWakeMs":1781102861000,"ageMin":22,"lastWhy":"Cheap optionality: strike only 1% OTM from $1,647.94 spot at take, $0.24 premium (0.24% of book), meaningful 2h tail for","repeatWakes":16,"avgGapMin":94,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781106559583,"watching":"new audited Option intent appears, or my option expires (5 min before), or 2h fallback","armed":true,"nextFallbackMin":39}},"verdict":{"summary":"w20 (14:47, 50 min ago) broke the zero-deal drought β€” took ETH put dealId 100 from option-writer-matheus: strike $1,631.46 (1% OTM from $1,647.94 spot), $0.24 premium, ~1.95h expiry. Prior summary's conclusion (supply-side zero, tooling fixed) validated: the templateHash fix worked and the agent acted immediately when supply appeared. Watcher now armed with ","badge":"OPTION HELD","confidence":"high","bottomLine":"Supply-side drought ended at w20: agent correctly took ETH put (dealId 100, $0.24 premium, ~7020s remaining at take). Now holding one live option with watcher armed to settle at ~16:37 UTC. Hardcoded expiry timestamp is the single pending agent-scope risk; structural supply scarcity (1 writer, sporadic cadence) remains the fleet-scope constraint.","rootCause":{"class":"counterparty-starved","evidence":"Only option-writer-matheus supplies options (15 lifetime deals, 1 posted today enabling dealId 100). Book was empty across w13–w19 and is empty again post-take (0 open intents). Effective supply rate: ~1 option per multi-hour epoch."},"reasoningRead":"Sound and on-mission. w20 judgment was correct: $0.24 premium for a strike 1% OTM with 1.95h tail is cheap optionality with asymmetric payoff on an ETH move. Agent did not churn β€” 16 of 20 wakes were passive scans; it acted once when supply appeared. No re-derivation of cold state; woke on the right signal and executed decisively.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f4b… filter via newMatches)","dealId 100 expiry: fires at OPTION_EXPIRY_TS βˆ’ 300s (~16:37 UTC)","2h fallback (nextFallbackMin=117)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supply source; confirmed 1 deal today (dealId 100); 15 lifetime deals; health ok","available":"ok β€” woke 9 min before Step-1; posts spo"}],"reliableCounterparties":1,"missedOpportunities":"none β€” book was empty at every scan (w13–w19) until option-writer posted; option-taker took it in the same epoch (w20). No intents skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger: new-option-appears AND expiry-5min-before β€” exactly the two events a selective option buyer must act on","templateHash filter (0xb3d66f4b…) prevents blind takes on unaudited templates","newMatches pattern avoids re-firing on already-seen intents in the same poll cycle","2h fallback ensures the agent wakes even if neither trigger fires"],"lacking":["OPTION_EXPIRY_TS = 1781106252 is a literal constant β€” if agent takes a second option, its expiry is untracked and the settlement wake will not fire on time","Settlement grace window is only -60s: if the process restarts and misses the expiry wake, the agent waits up to 2h before retrying settlement"],"suggestedChange":"Persist held-option state (dealId + expiry) to /agent/data/wake/held-option.json on each take; wake script reads it at startup to set OPTION_EXPIRY_TS dynamically β€” generalizes to any future option without script edits."},"issues":[{"scope":"agent","title":"Hardcoded OPTION_EXPIRY_TS breaks settlement wake for any second option taken","detail":"Wake script has OPTION_EXPIRY_TS = 1781106252 as a hardcoded literal. After dealId 100 settles, if the agent takes another option, the new expiry won't be registered and the 5-min-before-expiry trigger won't fire.","fix":"On each take, write {dealId, expiry} to /agent/data/wake/held-option.json; wake script reads this file at startup to populate OPTION_EXPIRY_TS, falling back to null (skip settlement check) if no file exists."},{"scope":"agent","title":"Single option writer creates structural supply scarcity","detail":"19 of 20 wakes returned zero audited Option intents. One writer posting sporadically caps option-taker's throughput to ~1 deal per multi-hour epoch regardless of watcher quality.","fix":"Onboard a second option writer, or expand option-taker's audited-template list to include polymarket-ljuba's option template if it uses a compatible judge β€” doubling supply sources would materially increase deal frequency."}],"assessment":"Supply-side drought ended at w20: agent correctly took ETH put (dealId 100, $0.24 premium, ~7020s remaining at take). Now holding one live option with watcher armed to settle at ~16:37 UTC. Hardcoded expiry timestamp is the single pending agent-scope risk; structural supply scarcity (1 writer, sporadic cadence) remains the fleet-scope constraint."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0.76,0.39,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":88.95,"realizedPnl":-3.06,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":278,"wakes":38,"firstWakeMs":1780947228000,"lastWakeMs":1781100167000,"ageMin":67,"lastWhy":"Engine 1 paused β€” market signals non-recovery. Repricing and reposting burnt gas and collateral with zero fills. The mov","repeatWakes":1,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114659483,"watching":"vol spike (>1% ETH/BTC) or option buyer on book, or 4h market-close fallback","armed":true,"nextFallbackMin":174}},"verdict":{"summary":"Prior: ETH PUT 779 posted at 08:55 (accept window 60min, closes ~09:55), sMSFT rotation stuck at 4 failed swaps (530/533/764/804). New since last summary: PUT 779 almost certainly expired unfilled β€” open_intents=0 at 10:51 UTC, no settlement recorded, Option-Taker (0 lifetime deals) never engaged in the 60min window. w31 correctly diagnosed root structural c","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet.","rootCause":{"class":"counterparty-starved","evidence":"PUT 779: posted 08:55, 60-min window, open_intents=0 at 10:51 = expired unfilled; Option-Taker lifetime deals = 0. sMSFT: swaps 530/533/764/804 all failed; w31 self-diagnosed 'LP only trades belt tokens'; Bear-Yosher (tech equities up conviction, 16 deals) is the only plausible sMSFT taker but has n"},"reasoningRead":"Sound and improving. w28 panic (encoding failure) was self-corrected at w29 with template validation. w31 correctly stopped reposting sMSFT after diagnosing LP structural constraint β€” avoided token burn on doomed swaps. w33 correctly gates stock legs to market hours (13:30–20:00 UTC). The agent is solving the right problems; the block is counterparty absence, not reasoning failure.","wakeTriggers":["Date.now() >= 2026-06-10T13:30:00Z (US market open for sMSFT rebalance)","Fallback: 13:40 UTC (+10min after open)","MISSING: no trigger on option book β€” if Option-Taker or Polymarket-Ljuba posts a taker intent for ETH options before 13:30, this agent sleeps through it"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission-designed buyer for ETH/BTC options written by this agent; cash-settled PUT 779 was exactly on-mission for it","available":"armed, 105min fallback, but 0 lifetime d"},{"agent":"lp-maker-matheus","fit":"no","why":"Belt tokens only (ETH/BTC/USDC/sAAPL/sNVDA/SSV); confirmed non-taker for sMSFT swaps per w31 diagnosis","available":"active, 11 open quotes, 12/16 recent dea"},{"agent":"bear-yosher","fit":"maybe","why":"Tech equities UP conviction aligns with sMSFT long; has capacity (16 deals, ok health); 1 settled deal with this agent already","available":"ok health, active β€” but no evidence of s"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents; 2 deals, active β€” could have evaluated PUT 779","available":"ok health, 2 deals β€” unknown if it saw P"}],"reliableCounterparties":0,"missedOpportunities":"None on the taker side (agent is a maker for options and a buyer for stock/crypto swaps). On the option-writing side: PUT 779 was correctly priced (3% premium, 1% OTM, 2hr term) and went unfilled β€” the miss is Option-Taker's failure to engage, scoped fleet/core. sMSFT misses are structural: no counterparty exists regardless of timing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30 UTC US market open β€” correct gate for stock-token legs per mission rules","10-min fallback (13:40) ensures the wake happens even if the loop fires slightly late","Label clearly states the intent ('sMSFT rebalance ~$17.50') β€” unambiguous audit trail","Zero-LLM, deterministic time check β€” no hallucination risk in the watcher itself"],"lacking":["No option-book trigger: if Option-Taker or Polymarket-Ljuba opens a taker window for ETH options before 13:30, agent misses it entirely","Market-open wake will hit the same structural wall β€” sMSFT has no known taker; the wake is well-timed but the post-wake action is likely to fail again"],"suggestedChange":"Add a secondary trigger (or pre-wake check at 13:30) that evaluates whether any stock-token counterparty (Bear-Yosher open intents, Polymarket book) is present for sMSFT before reposting; if none, pivot the $17.50 Engine 2 slice to sAAPL (L"},"issues":[{"scope":"core","title":"Option-Taker never executes: option ecosystem one-sided","detail":"Option-Taker-Matheus has 0 lifetime deals despite being armed. PUT 779 (collateral $8, 3% premium, 60-min window) was a textbook on-mission fill β€” it expired untouched. This is a fleet-level blocker: Option-Writer cannot realize premium income without a functioning taker.","fix":"Diagnose Option-Taker: read its wake script and recent wakes to determine if it saw PUT 779 and rejected it (pricing logic?) or never evaluated it (watcher blind to option book). If blind, add an option-book trigger to its watcher."},{"scope":"agent","title":"Engine 2 sMSFT path permanently blocked without counterparty discovery","detail":"5 consecutive failed sMSFT swaps (530/533/764/804 + pending at 13:30). LP-Maker confirmed non-taker. Bear-Yosher is the only plausible counterparty (tech equities up) but has not filled stock tokens. Repeating the same swap post at market open is rational patience only if there's evidence a taker ex","fix":"At 13:30 wake, before posting sMSFT swap: check Bear-Yosher's open intents and recent activity for stock-token appetite. If no signal, redirect the $17.50 Engine 2 slice to sAAPL (LP-Maker fills it reliably) and note sMSFT as parked until a taker appears."}],"assessment":"ETH PUT #779 expired unfilled in a 60-min window with Option-Taker at 0 lifetime deals and no other taker appearing; sMSFT rebalance ($17.50 sleeve deficit) is structurally blocked β€” LP-Maker confirmed non-taker for stock tokens (w31 diagnosis). Agent is correctly armed for 13:30 UTC market open but will face the same empty book problem; the unblocked path to sMSFT exposure does not yet exist in this fleet."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0,0.41],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.85,"realizedPnl":0.59,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":275,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":71,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1730}},"verdict":{"summary":"w19–w26 all returned 'no misprice'; w26 approved sAAPL preemptively (tx 0xf1458336). Agent holds 0.085722 sAAPL @ $290.79, stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon. No new wake since w26 (193 min ago) β€” watcher is delta-only: it fires on NEW binary/option intents, not re-evaluation of existing book. LP-Maker's return is a market-structure eve","badge":"MID-HOLD, WATCHER BLIND TO REPRICING","confidence":"high","bottomLine":"Agent is alive and correctly holding sAAPL mid-position. No binary/option misprice has been found across 8 consecutive book checks (w19–w26), and no new intents have appeared since w26 (193 min ago) to fire another wake β€” confirmed by 0 tokens in 5h. The structural gap: watcher only fires on delta (new intents), so LP-Maker's return β€” which could reprice the existing bear-yosher/mimic-ljuba binary book β€” does NOT trigger a re-evaluation.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals lifetime ($0.55 pnl), both 'Swap settled ↔ LP-Maker-Matheus' (position entry/management, not binary/option takes). Zero binary or option deals settled. 8 consecutive wake cycles with no mispriced intent found. Market open (13:30 UTC) just fired β€” bear-yosher and mimic-ljuba are the o"},"reasoningRead":"Sound reasoning, but solving a narrowed version of the right problem. The agent correctly manages the sAAPL position (stop/forward/horizon) and hunts new binary/option intents. However, LP-Maker recovering from 931-min offline is a market-structure change β€” existing intents the agent evaluated as 'not mispriced' at w19–w25 may now be mispriced against LP's live quotes. The watcher's delta-only fil","wakeTriggers":["sAAPL oracle <= $277.34 (stop) β€” not hit","sAAPL oracle >= $303.75 (forward) β€” not hit","Jun12 20:00 UTC horizon (blockchain nowTs >= 1781294400) β€” ~46h away","New binary/option/unknown intent appears on book (delta vs lastWakeBets set)","MISSING: LP-Maker recovery / market-structure change β†’ re-evaluate existing book intents (watcher is delta-only, existing intents are invisible post-LP return)","MISSING: bear-yosher or mimic-ljuba posting new binary after market-open epoch β€” this WOULD fire the watcher IF the intent is new; confirmed the trigger path ex"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets below current price β€” exactly the mispriced binary polymarket-ljuba hunts via Polymarket implied distribution","available":"pidAlive=true, 17 deals, ok health β€” act"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirroring recent directional flow β€” another source of takeable binaries","available":"pidAlive=true, 16 deals, ok health β€” act"},{"agent":"option-writer-matheus","fit":"yes","why":"Writes ETH/BTC options (contrarian 50/30 engine) β€” primary source of option take opportunities","available":"15 deals, ok health β€” active counterpart"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Counterparty for sAAPL exit swap when stop/forward/horizon fires; not a binary/option source","available":"76 deals, 8 open quotes, woke 18 min ago"},{"agent":"arb-hunter-tom","fit":"no","why":"Competes on near-decided binary takes, doesn't create takeable flow","available":"7 deals, ok health"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable for the delta-blind window: if bear-yosher or mimic-ljuba posted a binary between w25 and w26 that was later filled/expired before w26's lastWakeBets snapshot, the watcher would never have seen it. Post-w26, no new binary/option intent has appeared (watcher would have fired). The more important miss is structural: LP-Maker's return at ~13:30 UTC may have shifted fair value on existing","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers (stop/forward) are zero-LLM, sub-second response β€” correct for position management","New binary/option/unknown intent delta-check every 60s β€” right cadence for a taker mission","Horizon read from state.json with hardcoded fallback prevents stale horizon bug","Jun11 20:00 UTC fallback (24h before expiry) is mission-aligned: reassess maker candidates before expiry, not a sleep","kind === 'unknown' included alongside 'binary'/'option' β€” prudent catch for unparsed intents"],"lacking":["Delta-only intent filter: existing intents already in lastWakeBets are never re-evaluated, so LP-Maker recovery (market-structure repricing) is invisible","No re-evaluation trigger on market-structure events (LP returning, large oracle move vs last-seen prices at prior wakes)"],"suggestedChange":"Add a periodic full-book re-evaluation trigger: every N polls (e.g. every 30 min), clear lastWakeBets to force a full re-scan of open intents β€” this catches repricing from LP-Maker recovery or oracle drift without abandoning the delta-effic"},"issues":[{"scope":"agent","title":"Delta-only intent filter blind to market-structure repricing","detail":"lastWakeBets accumulates all seen intent IDs; existing intents never re-evaluated. LP-Maker's recovery (8 quotes, active since ~13:30 UTC) changes the binary fair value landscape β€” any bear-yosher/mimic-ljuba binary already in the set won't trigger a re-evaluation wake.","fix":"In the watcher loop, track lastFullScanTs and if (nowTs - lastFullScanTs) > 1800, reset lastWakeBets = null to force full re-scan. This preserves delta efficiency while catching repricing events every 30 min."},{"scope":"agent","title":"nextFallbackMin 1808 (~30h) is the only guaranteed re-evaluation of full book","detail":"If no new binary/option intents appear AND sAAPL price doesn't move, the agent won't look at the book again until Jun11 20:00 UTC β€” a full day window where a mispriced existing intent could sit uncaptured.","fix":"The periodic reset of lastWakeBets (above fix) resolves this. Alternatively, add a secondary fallback at 4h (consistent with FALLBACK_MS min floor already in code) specifically for full-book re-scan."}],"assessment":"Agent is alive and correctly holding sAAPL mid-position. No binary/option misprice has been found across 8 consecutive book checks (w19–w26), and no new intents have appeared since w26 (193 min ago) to fire another wake β€” confirmed by 0 tokens in 5h. The structural gap: watcher only fires on delta (new intents), so LP-Maker's return β€” which could reprice the existing bear-yosher/mimic-ljuba binary book β€” does NOT trigger a re-evaluation."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":1381884,"w5Usd":1.09,"w5PctPool":0.6,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":1381884,"w7Son":1381884,"hourly":[0.62,0.47,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":99.03,"realizedPnl":-0.96,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":381,"wakes":41,"firstWakeMs":1780939200000,"lastWakeMs":1781103420000,"ageMin":13,"lastWhy":"sNVDA at 7.1% vs 10% target (-2.9pp), US market hours open (14:57 UTC, closes 20:00 UTC). BTC gap already covered by #10","repeatWakes":38,"avgGapMin":70,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781121600000,"watching":"#1002 BTC or #1016 sNVDA resolves (or stock close 20:00 UTC)","armed":true,"nextFallbackMin":290}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":190,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":83,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.17,"realizedPnl":0.17,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":381,"wakes":18,"firstWakeMs":1780924988000,"lastWakeMs":1781098282000,"ageMin":99,"lastWhy":"Both actionable signals require selling assets I don't hold. No buy-dip opportunity at or above threshold. Waiting for a","repeatWakes":10,"avgGapMin":170,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781105460000,"watching":"buy-dip β‰₯1.5% on any asset OR new resting sell intent on dipped asset (fallback 15:31 UTC)","armed":true,"nextFallbackMin":21}},"verdict":{"summary":"No buy-dip signal has crossed the β‰₯1.5% threshold since w19 (13:31 UTC, 81 min ago) β€” confirmed by zero watcher fires in that window (watcher polls oracle every 60s). SSV holding above the 1.9799 trigger (2.01 Γ— 0.985); all other assets flat. Sell-strength signals on sNVDA/SSV persist but remain permanently blocked by zero position in both. LP-Maker's return","badge":"WAITING, NO SIGNAL","confidence":"high","bottomLine":"No asset has dislocated β‰₯1.5% below trailing average since w19; the watcher's 60s oracle poll would have fired if any had. Agent is alive (armed=true, pidAlive=true, nextFallbackMin=39) and correctly idle. LP-Maker's recovery with 11 open quotes removes the structural fill barrier that caused the w11 SSV intent to expire unfilled.","rootCause":{"class":"structural","evidence":"3/3 settled deals ↔ LP-Maker-Matheus; w11 SSV intent (0x289, give 23 USDC, want 11.68 SSV at $1.97) expired unfilled during LP's 931-min crash β€” LP is now back. No buy-dip signal in 81 min of live 60s polling."},"reasoningRead":"Sound and on-mission. The churn-guard logic (w12: no repost until expiry; w13: 2-4h patience after first unfill) is correctly applied. The repeated 'sell-strength blocked by zero position' observations are accurate self-diagnosis, not churning β€” the agent correctly identifies it cannot sell assets it never acquired. Solving the right problem.","wakeTriggers":["Oracle price crosses trailing_avg Γ— 0.985 for any of BTC/ETH/SSV/sAAPL/sNVDA/sMSFT (60s poll)","New resting swap intent offering to sell a near-dip asset (posterGives=asset, posterWants=USDC, spot < trailing Γ— 0.995)","Hard fallback: 15:31 UTC (~39 min)","MISSING: sell-strength trigger (asset > trailing avg Γ— 1.015) β€” only matters post-acquisition; currently moot given zero positions, but asymmetric watcher means"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole settled counterparty (3/3 deals); LP quotes swaps near oracle mid from deep inventory β€” exact match for swing's delivered-swap buys","available":"Live β€” last_wake=4min, 11 open quotes, 8"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts delivered swaps; could take swing's buy intents if LP is thin, but Lior's 7 USDC lot is below LP's floor β€” may be below swing's m","available":"Posting but stuck at 7 USDC lot"},{"agent":"momentum-nikita","fit":"no","why":"Momentum taker, same direction as swing on dips β€” would compete for fills, not provide them","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None measurable. Watcher polls oracle every 60s β€” if no wake fired in 81 min, no qualifying dip existed. The w11 SSV opportunity was taken (intent posted); it expired unfilled due to LP crash, not agent error.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger: oracle price poll (60s) + resting sell intent scan β€” catches both push (price moves to threshold) and pull (counterparty posts at dislocation)","Trailing averages baked in at each wake with a hard reference point β€” no stale-data risk within the 2h window","Loose -0.5% intent filter correctly pre-screens before the tighter -1.5% wake-decision check","Churn guard (seenIntents set) prevents re-firing on the same intent","2h fallback appropriate for a patient fade strategy; sub-minute cadence (60s) is correct given price volatility"],"lacking":["No sell-strength trigger (asset > trailing Γ— 1.015) β€” asymmetric watcher misses upside spikes between fallbacks; low impact now (zero positions), but critical o","Trailing averages are wake-time snapshots (SSV=2.01 from w19) β€” if market drifts significantly in a 2h window, the reference ages; acceptable trade-off but wort"],"suggestedChange":"Add a sell-strength branch to the runWatchLoop: if `spot > trailing * 1.015` for any symbol in a held-positions set, fireWake. Pre-populate held-positions from the agent's current portfolio at wake time. Zero-cost until the agent actually h"},"issues":[{"scope":"agent","title":"Watcher is buy-only; sell-strength goes undetected within 2h windows post-acquisition","detail":"The watcher has no branch for sell-strength (asset stretched above trailing avg). Currently moot β€” zero positions. But when a buy fills (e.g., next SSV dip), the watcher will not fire on SSV strength during the 2h sleep window, capping the fade strategy's sell-side responsiveness.","fix":"Add sell-strength oracle check (spot > trailing Γ— 1.015) against a held-positions set populated at wake time; fireWake if triggered. One additional loop branch."},{"scope":"agent","title":"sNVDA/SSV sell-strength permanently blocked until a buy fills","detail":"w14–w19 all report sell-strength signals on sNVDA and SSV blocked by zero position. The agent correctly diagnoses this, but the underlying cause is the w11 SSV intent expiring unfilled (LP crash). With LP now live, the next SSV dip should fill β€” resolving the zero-position deadlock organically.","fix":"No code change needed; the deadlock self-resolves on the next filled buy. Monitor w20/w21 for SSV buy fill confirmation."}],"assessment":"No asset has dislocated β‰₯1.5% below trailing average since w19; the watcher's 60s oracle poll would have fired if any had. Agent is alive (armed=true, pidAlive=true, nextFallbackMin=39) and correctly idle. LP-Maker's recovery with 11 open quotes removes the structural fill barrier that caused the w11 SSV intent to expire unfilled."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":20472560,"w5Usd":13.01,"w5PctPool":8.2,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":18972768,"w7Son":80424758,"hourly":[0.83,6.07,0,2.39,3.71,8.88,14.65,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0,0.59],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":6,"balanceUsd":98.24,"realizedPnl":-1.73,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":37,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":34,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"LP recovery unblocked vulture immediately: rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (13:47) as deals 98/99, +$0.28 edge β€” confirming LP was the binding constraint. Bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% remain open; LP does not take bait sells (it's a neutral maker, not a directional taker), so fills depend on momentum/swin","badge":"FILLING POST-LP-RECOVERY","confidence":"high","bottomLine":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture.","rootCause":{"class":"counterparty-starved","evidence":"9 of 11 recent settled deals ↔ LP-Maker-Matheus; rebalance buys 935/932 settled instantly once LP returned (w63 13:47); bait sells 874/875/876 require directional takers not LP β€” momentum/swing/stacker live but haven't crossed yet this cycle"},"reasoningRead":"Sound and solving the right problem. w63 correctly posted rebalance buys immediately on LP recovery and captured +$0.28 instantly. w64 correctly pruned 950 (eroded to 0.36% below 0.5% floor) and 941 (stale after 0.31% oracle drift). Bait sell hold decision (β‰₯1% with longer TTL vs rivals at 1% floor) is quantitatively justified per playbook. No churn detected.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","check-my-quotes: cancelCmds.length > 0 (erosion/undercut)","pre-expiry: ~5 min before soonest intent expiry","hard fallback: 2h (117 min remaining)","MISSING: no immediate trigger when LP posts a matching quote β€” relies on 30s poll cycle, so LP quote arrival can lag up to 30s before vulture fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9/11 recent deals); fills rebalance buys instantly on return β€” confirmed deals 98/99","available":"active, woke 18 min ago, 8 open quotes"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary swap counterparty, 3/11 recent settled deals β€” unknown agent but reliably active","available":"active (recent deal history)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if these are the strongest movers this wake; directional taker","available":"pidAlive=true, woke 18 min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take vulture's bait sells if asset stretched above trailing avg","available":"pidAlive=true, active at market open"},{"agent":"stacker-massimo","fit":"no","why":"Only buys sNVDA at 0.50 USDC/wake β€” lot size too small for vulture's bait sells","available":"fired, now armed=false"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced swaps on fast CEX feed; could cross vulture's bait sells if oracle lags","available":"7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"None. w57–w62 correctly report no takeable edges β‰₯1%. Watcher can see the book via scan-edges (measurable). Honeypot pre-seed (779/836/869) prevents false positives. Hold decisions in w57/w60/w61 are correct per playbook.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% via scan-edges β€” directly aligned with vulture's pick-off mission","check-my-quotes erosion/undercut trigger prevents free pick-off of stale quotes","Pre-expiry trigger (~5 min before soonest expiry) protects against TTL-lapse waste","seenEdgeIds pre-seeded with confirmed honeypots (779/836/869) β€” zero-LLM guard","30s poll cadence + 2h hard fallback β€” appropriate for opportunistic agent"],"lacking":["30s poll means up to 30s lag between LP posting a matching quote and vulture firing β€” suboptimal for competitive fill race","No explicit LP-quote-arrival event trigger; relies on scan-edges polling rather than reactive signal"],"suggestedChange":"Add a lightweight LP-quote monitor: check if LP's open quotes include any asset vulture holds in rebalance deficit, and fire immediately if a match appears β€” closes the 30s lag window that could cost fills in a competitive market-open envir"},"issues":[{"scope":"agent","title":"[object Object] logging in wake descriptions","detail":"w59, w61, w62, w63, w64 all show '[object Object]' in the wake log summary line β€” an object is being string-interpolated without .toString() or JSON.stringify(). Degrades historical analysis readability.","fix":"Find the wake-log string concatenation where the state/result object is interpolated and replace with JSON.stringify(obj) or obj.summary / obj.action fields."},{"scope":"agent","title":"Realized PnL -$1.20 on 34 deals at 15.1% pool spend ($22.82/5h)","detail":"34 deals with $55.43 lifetime token cost and -$1.20 realized PnL means edge capture is not yet covering LLM costs. The +$0.28 from deals 98/99 is directionally correct but the rate needs to accelerate now LP is live.","fix":"Monitor PnL-per-deal over next 5 wakes with LP active; if bait sells remain unfilled >60 min into market-open epoch, lower bait floor from 1% to 0.75% to attract momentum/swing flow."}],"assessment":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture."}}],"unattributed":{"sessions":907,"tokens":139924776,"usd":72.64,"w5":10425025,"w5Usd":6.14,"hourly":[1.21,1.01,0,2.44,1.49,1.65,0.52,3.1,0.53,2.28,1.88,3.39,3.97,2.27,2.48,1.84,2.45,1.76,0.56,0.54,0.27,0.15,0.28,0.79]},"boardOverhead":{"sessions":1488,"tokens":32530258,"usd":67.47,"w5":2816067,"w5Usd":6.13,"hourly":[0.85,1.38,1.15,1.55,1.21,1.34,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71,0.69]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":808340140,"grandUsd":479.81,"grandSessions":2902,"attributedTokens":635885106,"unattributedTokens":139924776,"boardTokens":32530258,"reassembledTokens":808340140,"tokensBalance":true,"attributionPct":82,"multiMatchSessions":107,"sessionsScanned":2422,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":35429,"dedupedMsgs":14773,"rawTokens":1843109353,"dedupedTokens":808340140,"dupRatio":2.28}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T15:06:58.624Z","swarm":{"headline":"LP HUB LIVE, TWO BOOT DEAD","funnel":{"posted":1021,"settled":113,"conversionPct":11.07,"byTemplate":{"Swap":92,"BinaryBet":14,"Options":7,"Perpetual":0}},"liquidityMap":[{"market":"Swap (sMSFT/sAAPL/SSV/sNVDA/BT","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew, Arb-Hunter-Tom, Rebalancer-Lior, Polymarket-Ljuba, 0xBd6a, 0x5F79, 0xb591","status":"ACTIVE β€” 11 open quotes, last_wake=4min, 9 recent settled swaps; Rebalancer BTC "},{"market":"BinaryBet (BTC binary)","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"ACTIVE β€” 4 live bets, 14 settled lifetime; tight reliable pair; 84% of Mimic wak"},{"market":"Options (ETH put)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"THIN β€” 1 fill today (dealId 100, ETH put strike $1,631.46, $0.24 premium); book "},{"market":"IndexBasket","flow":"index-maker β†’ index-taker","status":"DEAD β€” 8 consecutive null cycles, armed=false/pidAlive=false both agents, $0 lif"}],"causalLinks":[{"cause":"LP-Maker-Matheus 931-min crash (armWatcher promise-drop at w44, 06-09T17:19Z)","effect":"Momentum-Nikita intents #741/#745 (SSV, $51.25 USDC each) expired unfilled; Swing-Nikita w11 SSV intent (0x289, 23 USDC)","evidence":"LP offline 931 min; all named intents expired in that window; Vulture deals 98/99 (sNVDA/sMSFT) settled within minutes of LP recovery at w63 13:47 UTC, confirming LP was the binding constraint; arb-hu"},{"cause":"Rebalancer-Lior BTC DCA lot size = 7 USDC, LP-Maker minimum = 12 USDC","effect":"4th consecutive BTC DCA failure; LP is now live (11 quotes, last_wake=4min) but mathematically cannot fill 7-USDC lots; ","evidence":"Intents #777 (w21), #831 (w22), #887 (w23) all posted at 7 USDC; LP floor = 12 USDC; agent w23 rationale cites 'LP may come alive at this lower oracle' β€” LP is alive, lot size is the blocker; 0xBd6a a"},{"cause":"Index-Maker boot failure (wake_script_source=null, 8 cycles, never started)","effect":"Index-Taker has never received an IndexBasket LONG intent; index-taker dead by dependency starvation β€” neither agent has","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, $0 lifetime tokens, 0 wakes, 0 on-chain intents across all 8 observed cycles; byte-for-byte state identical cycle 7 β†’ cycle 8"},{"cause":"Bear-Yosher is Mimic-Ljuba's only counterparty (16/16 settled deals)","effect":"51 of 61 Mimic wakes (84%) find empty board; Mimic is structurally idle between Bear's posting cadence β€” adding a second","evidence":"Mimic-Ljuba: 16 settled BinaryBets, all with Bear-Yosher; watcher fires on book-change which depends entirely on Bear; 0 other binary intent sources in fleet"},{"cause":"Stacker-Massimo epoch 1781098200 (13:30 UTC) fired; no post-epoch re-arm observed","effect":"Stacker is now armed=false, pidAlive=false, nextFallbackMin=null, burn_5h=0 β€” stalled post-epoch with no autonomous reco","evidence":"last_wake=62min, burn_5h=0, armed=false, pidAlive=false, nextFallbackMin=null; Step-1 flagged as post-epoch stall; watcher state confirms no active process or fallback scheduled"}],"insights":[{"severity":"critical","title":"Index-Maker + Index-Taker: 8-cycle boot dead, zero platform action taken","detail":"Both agents identical null state for 8 consecutive cycles: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, $0 lifetime tokens, 0 wakes, 0 on-chain intents. No config delta or process change detected across any cycle. LP-Maker's full recovery has zero bearing β€” IndexBasket market has never functioned. This is the only market cluster with no path to self-recovery.","evidence":"8 null cycles; $0 lifetime tokens both agents; 0 IndexBasket intents ever posted; state byte-identical cycle 7 β†’ cycle 8","scope":"core","fix":"Developer inspection required: check agent boot config, wake_script_source assignment, and process supervisor registration for index-maker; fixing maker automatically unblocks index-taker (which has correct logic but zero supply)"},{"severity":"warn","title":"armWatcher promise-drop: confirmed in two separate agents, systemic core risk","detail":"Two confirmed incidents this fleet: LP-Maker w44 (06-09T17:19Z) β€” fallbackMs=3600000 swallowed, caused 931-min offline; Bear-Yosher w29b/w30 (06-10T04:09:00) β€” simultaneous dual-fire on same intent-fill trigger, posted duplicate BinaryBets (self-repaired w31). Both traced to armWatcher not reliably returning/resolving its fallback promise under concurrent event conditions.","evidence":"LP: armed=false, pidAlive=false at w44, 931 min offline; Bear: w29b+w30 simultaneous fires on same intent-ID, duplicate posts confirmed and repaired in w31","scope":"core","fix":"Audit armWatcher: add process-level watchdog that independently resurrectors agents if fallback timer elapses without a wake; deduplicate trigger events by intent-ID before firing; priority-1 given LP is the fleet hub"},{"severity":"warn","title":"Rebalancer-Lior: 4 consecutive DCA failures caused by lot-size mismatch, not oracle","detail":"BTC DCA intents #777, #831, #887 (and w20 predecessor) all posted at 7 USDC; LP-Maker minimum lot is 12 USDC. LP is now live with 11 open quotes but still cannot fill these. Agent's w23 self-diagnosis ('LP may come alive at this oracle') is wrong β€” this is a config problem, not a market-timing problem. Expect 5th failure if lot size unchanged.","evidence":"4 consecutive 7-USDC BTC intents; LP floor=12 USDC; LP currently active (last_wake=4min); 0xBd6a alternative absent from current book; Rebalancer has 1 non-BTC swap settled with LP this cycle (sNVDA at higher lot), proving LP fills other pa","scope":"fleet","fix":"Update Rebalancer-Lior CLAUDE.md: raise BTC DCA lot size from 7 USDC to β‰₯12 USDC; or expand DCA universe to sNVDA/sAAPL where LP fills smaller lots (per the successful sNVDA intent visible in current open book at 4 USDC)"},{"severity":"warn","title":"Stacker-Massimo: post-epoch stall, armed=false, no fallback, burn_5h=0","detail":"Epoch 1781098200 (13:30 UTC) fired as expected; last_wake=62min ago; now armed=false, pidAlive=false, nextFallbackMin=null, burn_5h=0. No recovery path visible without intervention. Agent either completed epoch action and failed to re-arm for next cycle, or died mid-epoch execution.","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, burn_5h=0, last_wake=62min; Step-1 flagged post-epoch stall; prior summary showed countdown 189β†’129 min (consistent 60-min advance) but process did not survive epoch fire","scope":"fleet","fix":"Check Stacker-Massimo last wake log for epoch-complete handler outcome; if mid-epoch stall, manual restart; add post-epoch re-arm clause to wake script so agent reschedules itself for the next market session after firing"},{"severity":"ok","title":"LP-Maker fully recovered: 11 open quotes, fleet unblocked","detail":"LP posted 11 quotes across sMSFT, sAAPL, SSV, sNVDA, BTC, ETH/USDC pairs; Vulture deals 98/99 (sNVDA/sMSFT rebalance buys) settled at w63 13:47 UTC within minutes of recovery; arb-hunter fill rate jumped from 1.8% to ~9% post-recovery; 9 recent settled swaps confirmed. LP nextFallbackMin=9 β€” watch for next wake.","evidence":"11 open quotes in live book; last_wake=4min; armed=true, nextFallbackMin=9; Vulture w63 deals 98/99 settled instantly post-LP-return; LP ↔ Rebalancer 1 swap settled this cycle","scope":"fleet","fix":"Monitor LP nextFallbackMin: if armed=false persists beyond ~15 min post-expected wake, escalate immediately as second armWatcher failure β€” LP is the single hub all swap takers depend on"},{"severity":"ok","title":"Bear↔Mimic binary pair: 14 settled, invariant maintained, promise-drop self-repaired","detail":"Bear-Yosher: 14 settled BinaryBets, 4 currently live, disciplined exactly-one-resting-bet invariant held across w31–w35. The w29b/w30 armWatcher promise-drop caused simultaneous duplicate posts but Bear correctly detected and repaired in w31 β€” agent-side logic is sound. -$0.36 lifetime PnL within expected range.","evidence":"14 settled ↔ Mimic-Ljuba; 4 live bets in recent deals; w31 self-repair of w29b/w30 duplicates confirmed","scope":"fleet","fix":"No agent action needed; core armWatcher fix will prevent future duplicate-fire recurrence"}],"fleetMoves":[{"scope":"core","action":"Fix index-maker boot failure (wake_script_source=null, 8 cycles): developer must inspect process supervisor registration and agent boot config; this is the only market cluster with zero self-recovery path and blocks index-taker entirely"},{"scope":"core","action":"Fix armWatcher promise-drop: add independent watchdog that resurrects agents if fallback timer elapses without a wake; deduplicate trigger events by intent-ID; this is priority-1 given LP-Maker is the fleet swap hub and has already crashed once from this bug"},{"scope":"fleet","action":"Update Rebalancer-Lior CLAUDE.md: raise BTC DCA lot size from 7 USDC to β‰₯12 USDC β€” LP is live but the lot-size floor makes a 5th consecutive failure inevitable without this change"},{"scope":"fleet","action":"Investigate Stacker-Massimo post-epoch stall (armed=false, burn_5h=0, 62min since last wake): check epoch-complete handler logs, restart if stalled, add post-epoch re-arm logic to wake script"},{"scope":"fleet","action":"Monitor LP-Maker nextFallbackMin=9 for next wake confirmation β€” if armed=false persists beyond ~15 min, escalate as second armWatcher crash requiring manual restart; all swap-dependent takers (momentum, swing, vulture, arb-hunter) regress immediately if LP goes down again"}],"at":"2026-06-10T15:10:15.847Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP RECOVERED, FLEET ACTIVE","healthDelta":"Better β€” LP-Maker recovered from the 931-min crash (now last_wake=4min, 11 live quotes, deals settled with Vulture/Swing/Rebalancer/Polymarket this cycle); Bear↔Mimic binary settled+live; persistent blockers: Rebalancer-Lior 7-USDC lot below LP's 12-USDC floor (5th failure expected), index-maker/tak","focusAreas":["LP-Maker fully live: 81 deals, 11 open quotes, last_wake=4min β€” does LP recovery unblock the stalled takers (momentum-nikita, swing-nikita, rebalancer-lior)?","Rebalancer-Lior: 4+ consecutive BTC DCA failures at 7 USDC (LP floor=12 USDC); 2 open intents currently visible (BTC 7 USDC + sAAPL 7 USDC) will likely expire again this cycle","Stacker-Massimo: armed=false, pidAlive=false, nextFallbackMin=null, last_wake=62min, burn_5h=0 β€” post-epoch (1781098200, 13:30 UTC) stall or deliberate disarm after epoch fired?","index-maker/taker: 8th consecutive null cycle, zero wakes, $0 lifetime tokens β€” structural boot failure unresolved, no platform-level action taken yet"],"perAgentFocus":{"arb-hunter-tom":"LP is back with 11 live quotes across sAAPL/sMSFT/sNVDA/BTC/ETH/SSV. Did arb-hunter find any CEX vs on-chain edge in LP's fresh round since recovery β€” any new fills since w131 (ETH swap +22bps), or still waiting on oracle lag?","bear-yosher":"Bear-Yosher ↔ Mimic-Ljuba BinaryBet just settled AND one is live now. Is the exactly-one-resting-bet invariant still intact (0 open intents in snapshot), and is the live bet aligned with the crypto-down/tech-up thesis?","index-maker":"8th null cycle: armed=false, no wakes, $0 tokens, no file timestamp change. Has anything changed in config, process list, or on-chain state since cycle 7 β€” or is this a confirmed dead agent requiring a platform boot intervention?","index-taker":"8th null cycle, identical null state to index-maker. Has any new IndexBasket intent appeared on-chain (which would be the dependency trigger), or is this confirmed as an independent boot failure separate from index-maker?","lp-maker-matheus":"Confirmed recovered from 931-min outage: 81 deals, 11 open quotes, active recent settlements. Is LP filling Rebalancer's 7-USDC BTC lots (prior: floor=12 USDC blocks them), and is quoting cadence now continuous or still episodic per the las","mimic-ljuba":"Bear just settled a BinaryBet and has a new live bet on-chain. Has Mimic's pidAlive=true watcher actually triggered on the new Bear intent β€” and is Mimic correctly positioned on the opposite side, or is it still on standby from the prior 0-","momentum-nikita":"LP is back with quotes on all 6 universe assets (sNVDA/sMSFT/sAAPL/BTC/ETH/SSV). Has any asset cleared the 2pp momentum threshold since the market-open w16 wake 78 min ago, or is Momentum correctly resting on sub-threshold data with nextFal","option-taker-matheus":"Option-taker took ETH put dealId 100 (strike $1,631.46, 1% OTM) at w20. Just woke (last_wake=1min, nextFallbackMin=60). Has option-writer posted any new options since w20, and did this wake find and evaluate new supply?","option-writer-matheus":"15 deals, 0 open intents, last_wake=46min, nextFallbackMin=195. Has the writer posted a new option this cycle post-w31, and has the sMSFT rotation failure β€” 4 failed swaps (530/533/764/804) β€” been diagnosed and resolved, or is it still bloc","polymarket-ljuba":"nextFallbackMin=1751 (~29h). Bear's new live BinaryBet is on-chain right now. Is Poly's delta-only watcher subscribed to Bear-Yosher's new intents, or will it miss the entire Bear betting cycle until the ~29h fallback fires?","rebalancer-lior":"5th BTC DCA attempt imminent: both open intents are 7 USDC (BTC + sAAPL), both below LP's 12-USDC floor. Has rebalancer's latest wake explicitly acknowledged the lot-size mismatch, or is it still misattributing failures to oracle price as i","stacker-massimo":"armed=false, pidAlive=false, nextFallbackMin=null, last_wake=62min, burn_5h=0. Did epoch-1781098200 (13:30 UTC) fire an LLM step β€” if yes, why no new deal and why disarmed with 0 burn; if no, what blocked the epoch trigger from executing?","swing-nikita":"LP is back providing fills. Did any asset hit the β‰₯1.5% dislocation buy threshold since the no-signal w19 wake 78 min ago β€” specifically has SSV retreated below its trailing average, or has any other asset dislocated enough to trigger a sli","vulture-andrew":"8 open bait sells (sAAPL 1%, sMSFT 1%, SSV 2.21%) remain unfilled with LP back as neutral maker (won't take directional bait). Which directional agents (momentum-nikita, swing-nikita, rebalancer-lior) are actually positioned and awake enoug"},"ctas":[{"scope":"agent","text":"rebalancer-lior: Increase BTC lot size to β‰₯12 USDC β€” 4+ consecutive expirations (777/831/887 + current) confirm 7 USDC is structurally unfillable by LP-Maker, the only active swap maker; the fix is on"},{"scope":"core","text":"index-maker + index-taker: 8-cycle null state β€” agent processes never start, suggesting a missing init config or broken entry point; requires platform-level boot investigation, not a mission/CLAUDE.md"},{"scope":"agent","text":"stacker-massimo: Verify post-epoch state β€” armed=false with last_wake=62min and burn_5h=0 is ambiguous; confirm whether epoch trigger fired, and re-arm if budget is undeployed"},{"scope":"agent","text":"polymarket-ljuba: nextFallbackMin=1751 (~29h) will miss Bear's entire current bet cycle; either trigger a manual wake now or update watcher to subscribe to Bear-Yosher intent events"}],"at":"2026-06-10T14:52:21.070Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T16:07:58.672Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":110.48,"used7d":null,"used7dUsd":499.28,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":67.9,"estPct7d":34.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":193,"estPct7d":83.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":192,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":66.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":153562581,"w7":598548767,"tot":598548767},"haiku":{"w5":16247476,"w7":239061213,"tot":239061213}},"fleet":{"agentsUp":12,"lifetimeTokens":837629791,"lifetimeUsd":499.28,"sessions":2966,"deals":115,"openIntents":12,"totalIntents":1060},"oracle":{"USDC":1,"ETH":1652.28,"BTC":62453.79,"SSV":2.07,"AAPL":291.35,"NVDA":203.43,"MSFT":402.3},"oracleAt":"2026-06-10T16:05:29.971Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":13,"msgs":265,"total":12637432,"totalUsd":6.54,"w5":5224002,"w5Usd":3,"w5PctPool":2.1,"w7":12637432,"w7Usd":6.54,"w7PctPool":0.5,"w5Son":5224002,"w7Son":10523217,"hourly":[0,0.66,0,0.91,1.43,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:13:26.852Z","tokens":1184075,"usd":0.66,"msgs":21}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.24,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":333,"wakes":165,"firstWakeMs":1780927992000,"lastWakeMs":1781107500000,"ageMin":3,"lastWhy":"BestTake: +11bps swap, right at EDGE_BPS_MIN floor. SSV feed trusted (div 49bps << MAX_DIV_BPS 1000). All caps clear: $4","repeatWakes":152,"avgGapMin":18,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781108953786,"watching":"new intent >#1059, OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":21}},"verdict":{"summary":"Since last summary (4/134, portfolio ~$99.82): added 1 fill β€” w164 SSV swap +11bps (deal 114, USDC $80.01 + SSV 3.72β†’1.77), now 11 total settled deals / 163 wakes (6.7% overall). Post-recovery fill rate is 3/~30 wakes (~10%) β€” essentially flat vs the 9% baseline. Edge quality is compressing: +35bps (w128) β†’ +22bps (w131) β†’ +11bps (w164, at EDGE_BPS_MIN floor","badge":"EDGE THINNING","confidence":"high","bottomLine":"Fill rate is flat at ~10% post-recovery (3 fills / ~30 wakes), not improving. The more important signal is edge compression: the last fill was exactly at the +10bps floor, meaning arb-hunter is scraping the bottom of available margin. Binary surface has produced zero fills; LP-Maker swaps are the only active venue (8 of 11 lifetime deals).","rootCause":{"class":"counterparty-starved","evidence":"11/11 settled deals are swaps (8Γ— LP-Maker-Matheus, 1Γ— Rebalancer-Lior, 2 unattributed); 0 binary bet fills. Bear-Yosher (main binary poster) crashed 272 min ago. Mimic-Ljuba armed but bestTake=null in all checked wakes β€” either prices don't diverge from oracle or BINARY_BET_HASHES set misses their "},"reasoningRead":"Sound reasoning, solving the right sub-problem (swap surface) but the primary mission surface (binary bets, latency vs lagging oracle) has been idle for the entire visible history. The binary bet template hash set is a silent exclusion risk β€” if bear-yosher or mimic-ljuba post with different template hashes, arb-hunter's CEX-decided check never runs. The swap-only execution looks disciplined but m","wakeTriggers":["New intent ID > HIGH_WATER (1052) posted to book","Deal-114 settles (USDC β‰₯ 84)","30-min hard fallback","MISSING: explicit binary bet surface monitor β€” binary bets are only evaluated during the wake run, not as a dedicated trigger; a near-expiry binary with CEX tak"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 confirmed swap fills; 11 live quotes across all 6 assets now","available":"armed, ok, dominant"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill; posts regular 7 USDC BTC buy (though below LP floor β€” that intent may fail)","available":"armed, ok"},{"agent":"bear-yosher","fit":"yes","why":"primary binary-bet source for arb-hunter's core mission, but currently crashed (armed=false, pidAlive=false, 272 min)","available":"CRASHED β€” 6 in-flight deals, no new post"},{"agent":"mimic-ljuba","fit":"maybe","why":"armed and posting BinaryBets; no fills yet β€” template hash mismatch or insufficient CEX divergence suspected","available":"armed, ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for binary surface: watcher does not pre-screen binary bets; if BINARY_BET_HASHES misses mimic-ljuba's template, arb-hunter never evaluates those intents. On swap surface: w159 notes 'SSV gap exists but book has no takeable intent' β€” the edge existed but no fillable intent was posted at that moment, which is the market's fault, not arb-hunter's.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline prevents firing on stale pre-arm intents β€” clean anti-churn guard","SSV CEX pre-check before firing on mSSV-sell intents prevents waking on taker-negative edges","30-min fallback ensures binary surface is polled even if no new swap intents arrive","Label accurately scopes the multi-surface mission"],"lacking":["BTC/ETH swap intents fire on any new ID > HIGH_WATER without a CEX pre-check β€” arb-hunter wakes and then dismisses them (e.g. 'ETH +18bps, BTC +13bps' β€” below f","Binary bet surface has no dedicated watcher trigger: near-expiry bets with CEX taker already decided can sit up to 30 min before discovery β€” the highest-value s","BINARY_BET_HASHES is a hardcoded 2-hash set; new templates from mimic-ljuba or recovered bear-yosher would be silently excluded"],"suggestedChange":"Add a CEX pre-check for BTC/ETH swap intents (same pattern as SSV): compute implied price vs Coinbase spot before calling fireWake β€” this eliminates sub-threshold wakes (seen in w159–w163 logs) and concentrates token spend on genuinely acti"},"issues":[{"scope":"agent","title":"BTC/ETH swap intents fire without edge pre-check","detail":"watcher fires on any new intent > HIGH_WATER for BTC/ETH; w159–w163 show repeated wakes where gaps are 10–18bps (below EDGE_BPS_MIN) or wrong direction β€” each costs ~$0.66. SSV already has this guard.","fix":"Extend the CEX pre-check pattern in the watcher to BTC/ETH: fetch Coinbase spot, compute implied swap price vs oracle, skip fireWake if gap < EDGE_BPS_MIN + buffer."},{"scope":"agent","title":"Binary bet template hashes hardcoded β€” silent exclusion of new posters","detail":"BINARY_BET_HASHES contains exactly 2 hashes. Mimic-Ljuba (16 deals, armed) and a recovered bear-yosher would post with their own template hashes. Arb-hunter's CEX-decided check never runs on unknown hashes, making the primary mission surface partially blind.","fix":"Fetch template hash list dynamically from the book (or make the check template-agnostic by inspecting intent structure rather than hash-matching) so new binary posters are automatically covered."},{"scope":"agent","title":"Binary bet counterparty vacuum β€” bear-yosher crashed with no replacement","detail":"Bear-yosher (main binary poster) has been crashed 272 min with 6 in-flight deals unresolved. Arb-hunter's primary surface is structurally starved until it recovers. Mimic-Ljuba is the only live binary poster but hasn't produced a fill.","fix":"Restart bear-yosher or route arb-hunter's binary scan explicitly to mimic-ljuba's confirmed template hash."}],"assessment":"Fill rate is flat at ~10% post-recovery (3 fills / ~30 wakes), not improving. The more important signal is edge compression: the last fill was exactly at the +10bps floor, meaning arb-hunter is scraping the bottom of available margin. Binary surface has produced zero fills; LP-Maker swaps are the only active venue (8 of 11 lifetime deals)."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,1.5,0,1.77,1.23,0.97,0.44,2.72,1.76,2.3,0.7,3.63,0.07,0,0,0.22,0.24,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.34,"realizedPnl":-1.99,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":292,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":291,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"9th consecutive null cycle β€” state remains byte-for-byte identical across all 9 runs: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens, settled_deals=not-indexed. No change whatsoever detected: no file timestamp delta, no config update, no process attempt, no on-chain activity. This agent has never been ","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"9 cycles of absolute null. Index-maker has never run: no wake script, no process, no token spend, no deals. This is a missing bootstrap, not a crash β€” the slot exists on the roster but the agent was never stood up.","rootCause":{"class":"structural","evidence":"wake_script_source=null (9 consecutive cycles), wakes=0, tokens_lifetime_usd=$0, armed=false, pidAlive=false, nextFallbackMin=null β€” identical across all recorded cycles; settled_deals='not-indexed' confirms no on-chain footprint"},"reasoningRead":"No reasoning to evaluate β€” agent has never executed a single wake. The mission (publish LONG IndexBasket intents + verified source to indexer) is well-scoped on paper, but it is entirely theoretical until initialization occurs.","wakeTriggers":["MISSING: no wake script exists (source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process ever started (pidAlive=false, wakes=0)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side counterparty to index-maker's LONG IndexBasket intents β€” the only natural taker in the fleet","available":"unknown health, likely same null/uniniti"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No fallback cadence defined","No process has ever been started"],"suggestedChange":"Bootstrap the agent: write current.ts implementing the IndexBasket intent authoring loop (price BTC+AAPL+NVDA, construct LONG basket intent, publish verified contract source to indexer, post one open intent at a time with appropriate TTL an"},"issues":[{"scope":"agent","title":"Agent never bootstrapped β€” no wake script, no process, no initialization","detail":"9 consecutive observer cycles confirm zero state change. wake_script_source=null means current.ts either doesn't exist or is empty. No process has ever started (wakes=0, pidAlive=false). The agent occupies a roster slot but has never operated.","fix":"Create current.ts for index-maker with: (1) oracle price fetch for BTC/AAPL/NVDA, (2) IndexBasket intent construction (LONG, cash-settled USDC), (3) verified contract source publication to indexer, (4) single open-intent-at-a-time guard, (5) hourly fallback cadence. Also confirm index-taker is initi"},{"scope":"agent","title":"Counterparty index-taker likely also uninitialized","detail":"index-taker shows health=unknown with no roster deal count, mirroring index-maker's null state. Even after index-maker bootstraps, deals won't form until index-taker is also live and auditing posted baskets.","fix":"Bootstrap both index-maker and index-taker together as a pair; verify index-taker's audit-custom flow against index-maker's published verified source before declaring the market live."}],"assessment":"9 cycles of absolute null. Index-maker has never run: no wake script, no process, no token spend, no deals. This is a missing bootstrap, not a crash β€” the slot exists on the roster but the agent was never stood up."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"9th consecutive cycle of identical null state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No change since cycle 8. Index-maker remains health='unknown' with no IndexBasket intents appearing on-chain (absent from fleet focus areas, no on-chain activity surfaced). Dependency theory holds for 9 cycle","badge":"AWAITING DEPENDENCY","confidence":"high","bottomLine":"Zero change across 9 cycles β€” $0 lifetime spend, 0 wakes. Index-maker (health=unknown, also null-state) has never posted a LONG IndexBasket intent, so index-taker's fail-closed design correctly keeps it fully dormant. No intake trigger has ever fired.","rootCause":{"class":"counterparty-starved","evidence":"Index-maker health=unknown, 0 settled deals, no IndexBasket intents observed on-chain across 9 observer cycles; index-taker's wake condition (presence of a LONG IndexBasket intent) has never been satisfied"},"reasoningRead":"Unmeasurable β€” wake_script_source=null means reasoning quality cannot be assessed. The fail-closed design (only act on ACCEPT after audit) is architecturally sound, but the agent has never executed a single cycle.","wakeTriggers":["MISSING: no wake script loaded β€” source is null, trigger logic unknown/undeployed","Expected: new LONG IndexBasket intent posted on-chain by index-maker"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole intended counterparty β€” posts the LONG side index-taker takes SHORT","available":"health=unknown, null state, 0 activity a"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null); additionally, no IndexBasket intents have appeared on-chain to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher deployed at all","No fallback timer (nextFallbackMin=null) means agent cannot self-recover or even confirm liveness"],"suggestedChange":"Deploy the wake script: poll for open LONG IndexBasket intents on-chain; fire when one appears. Add a periodic fallback (e.g. 120 min) so the agent can confirm index-maker is still absent rather than staying permanently dark."},"issues":[{"scope":"agent","title":"Wake script never deployed","detail":"wake_script_source=null for 9 consecutive cycles. The agent cannot respond to any on-chain event. If index-maker were to post an IndexBasket intent today, index-taker would not see it.","fix":"Deploy current.ts with an on-chain IndexBasket intent poller and a fallback timer. This is a prerequisite for any live activity."},{"scope":"agent","title":"Dependency on index-maker blocks all activity","detail":"Index-maker has 0 lifetime activity and health=unknown across 9 cycles. Index-taker's entire mission is gated on a counterparty that has never operated.","fix":"Coordinate index-maker deployment first; index-taker is correctly dormant until that unblocks. No fix needed on index-taker's logic β€” fix the sequencing."}],"assessment":"Zero change across 9 cycles β€” $0 lifetime spend, 0 wakes. Index-maker (health=unknown, also null-state) has never posted a LONG IndexBasket intent, so index-taker's fail-closed design correctly keeps it fully dormant. No intake trigger has ever fired."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":309,"msgs":6824,"total":421973517,"totalUsd":245.74,"w5":131624642,"w5Usd":84.17,"w5PctPool":52.6,"w7":421973517,"w7Usd":245.74,"w7PctPool":17.6,"w5Son":120269496,"w7Son":339553993,"hourly":[17.46,22.75,13.43,14.58,15.95,10.47,14.22,3.36,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25,2.43,2.61],"lastWake":{"ts":"2026-06-10T16:07:21.512Z","tokens":94026,"usd":0.08,"msgs":3}},"onchain":{"deals":86,"openIntents":10,"balanceUsd":744.05,"realizedPnl":5.98,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":439,"wakes":47,"firstWakeMs":1781018900000,"lastWakeMs":1781106678000,"ageMin":17,"lastWhy":"Inverted SSV bid already filled (pre-wake). Concurrent session had pre-cleaned most dups. Posted clean sAAPL/sNVDA asks ","repeatWakes":45,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781109415103,"watching":"#1023 sMSFT ask expiry ~16:03 UTC | new fillable intent | 35min fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"Fully recovered from the 931-min offline gap β€” active since before 06-10T14:45, now at w65-68, 86 settled deals, $83.36/5h. pidAlive=false is normal for this watcher: the Node watch-loop arms the deadline then exits; armed=true + nextFallbackMin=20 confirms the daemon is holding the alarm correctly. 10/12 quotes live (missing ETH ask and BTC ask β€” $0.25 and ","badge":"LIVE, SESSION COLLISIONS","confidence":"high","bottomLine":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug.","rootCause":{"class":"structural","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'. w65: 'Concurrent session spawned duplicates requiring...'. Counterparties a"},"reasoningRead":"Sound and on-mission. The agent correctly skips ETH/BTC asks at $0.25/$0.33 inventory (thin enough to be a free option risk), applies per-quote price guards, and rebuilds the book after expiry clusters. The concurrent-session churn is a platform-level race condition, not bad reasoning β€” the agent's response (rebuild and continue) is correct. One subtle issue: the SSV inversion guard fired at w65 m","wakeTriggers":["Price inversion guard: per-quote thresholds for SSV/ETH/BTC/sAAPL/sNVDA/sMSFT bids and asks","Expiry guard: fires 5 min before #1023 sMSFT ask (1781107440 epoch)","New fillable swap intent matching HOLD set","30-min fallback (nextFallbackMin=20 remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent filler (7+ deals) β€” latency arb on oracle lag exactly consumes LP quotes","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"yes","why":"8+ deals β€” takes mispriced LP quotes as part of its mandate","available":"health=ok, recently crashed but prior bu"},{"agent":"rebalancer-lior","fit":"yes","why":"5+ deals β€” DCA swaps land directly on LP quotes; persistent buyer","available":"health=ok, active (though 7 USDC BTC buy"},{"agent":"0xBd6a…9863","fit":"yes","why":"5 settled deals β€” external wallet, reliable taker","available":"external, unmonitored"},{"agent":"0x5F79…CB6D","fit":"yes","why":"3 settled deals β€” external wallet","available":"external, unmonitored"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps mission β€” could take LP quotes, but only 1 deal lifetime","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” the agent is actively filling incoming intents and its 4 reliable counterparties are taking quotes. The watcher fires on new fillable intents, so responsive to demand. ETH/BTC ask gaps mean some arb opportunities on those legs are structurally unavailable until inventory replenishes.","wakeScript":{"wellReasonedForMission":true,"good":["Per-quote price guards (10 thresholds) fire before inversion, not after β€” LP cannot be picked off without a wake","Expiry guard fires 5 min early on soonest intent (#1023) β€” prevents silent book decay","New fillable intent scan with HOLD-set filter β€” responsive to taker demand","30-min fallback is appropriate cadence for a maker maintaining live quotes","pidAlive=false is correct: Node process exits after arming; daemon holds alarm"],"lacking":["No guard for when ETH/BTC inventory recovers enough to post missing asks β€” LP stays at 10/12 silently until next fallback fires","Price guard thresholds are hardcoded to w68 quote prices β€” after a book rebuild (w67/w68 concurrent collision) the new quote IDs/prices are baked in, but stale "],"suggestedChange":"Add an inventory-recovery guard: if ETH > 0.5 or BTC > 0.005 (posting threshold), fireWake('ETH/BTC inventory recovered β€” post missing asks'). This closes the gap where the LP sits at 10/12 for up to 30 min after inventory replenishes."},"issues":[{"scope":"core","title":"Concurrent session collisions causing book churn and gas waste","detail":"w67: full book rebuild, 10 txns, ~$2 gas. w68: 4 intended intents cancelled mid-flight by a parallel session. w65: duplicate spawned by ETH inversion guard firing while another session was active. The watcher fires a new Node process while the previous session's on-chain txns are still pending β€” the","fix":"SDK: add a session-lock (e.g. advisory file lock on /agent/data/wake/session.lock) so a new wake process exits immediately if a prior session is still running. The fallback will retry; the book stays stable."},{"scope":"agent","title":"ETH/BTC ask gap β€” no recovery trigger","detail":"ETH inventory $0.25, BTC $0.33 β€” both below posting threshold. LP correctly skips asks, but has no trigger to post them once inventory replenishes (e.g. after Arb-Hunter fills a bid). Gap can persist up to 30 min.","fix":"Add inventory-threshold guard in wake-script (see suggestedChange above). Threshold values should come from the agent's own posting-floor config, not magic numbers."},{"scope":"agent","title":"Hardcoded quote prices/IDs in wake-script become stale after rebuilds","detail":"Current wake-script bakes in w68 quote IDs (#1040, #1041, etc.) and their exact prices. After a concurrent-session rebuild (w67/w68), new IDs are posted at slightly different prices β€” the old thresholds may be off by a few bps until the next wake rewrites the script.","fix":"Minor: wake-script should derive inversion thresholds from a stored config file (e.g. /agent/data/wake/quotes.json written each wake) rather than inline constants, so a rebuild automatically updates them."}],"assessment":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug."},"overBudget":{"pct":52.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":7,"msgs":125,"total":7029250,"totalUsd":1.49,"w5":2579621,"w5Usd":0.49,"w5PctPool":1,"w7":7029250,"w7Usd":1.49,"w7PctPool":0.3,"w5Son":0,"w7Son":0,"hourly":[0,0,0.49,0,0,0,0.01,0.23,0,0,0,0,0.4,0.19,0,0,0,0,0.17,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T13:55:25.889Z","tokens":1641465,"usd":0.31,"msgs":26}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":333,"wakes":62,"firstWakeMs":1780927020000,"lastWakeMs":1781100087000,"ageMin":127,"lastWhy":"Edge floor β‰₯3pp unmet. One deliberate move rule enforced. Waiting for binary bet flow or new taker-edge opportunity.","repeatWakes":51,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781108055177,"watching":"new BinaryBet appears on book (or 45 min fallback to re-scan)","armed":true,"nextFallbackMin":6}},"verdict":{"summary":"Previously: watcher fired correctly on Intent #869 (BTC>$63.5k, +42pp edge, deal 93); Bear's newest bet had not yet been acted on. This cycle: Bear-Yosher has crashed (armed=false/pidAlive=false) β€” the source of 14/14 tracked BinaryBet settlements. Mimic's 6 in-flight deals are safe (on-chain, oracle-settled, Bear's liveness irrelevant to resolution). Board ","badge":"WAITING, COUNTERPARTY DOWN","confidence":"high","bottomLine":"Mimic is alive and well-behaved (armed=true, pidAlive=true, 22-min fallback) but Bear-Yosher's crash has eliminated ~100% of its BinaryBet supply. The 6 in-flight deals settle on-chain regardless; after that, Mimic has no source of new binary flow and will idle at 45-min fallback cycles until Bear restarts or another agent posts BinaryBets.","rootCause":{"class":"counterparty-starved","evidence":"14 of 14 BinaryBet settled deals are with Bear-Yosher; 1 custom deal also with Bear-Yosher; 0 settled deals with any other agent. Bear crashed 272+ min ago. Book confirmed empty of BinaryBets in wakes w54–w59."},"reasoningRead":"Sound and disciplined β€” wakes w54–w59 all correctly identify 'no BinaryBets / edge floor unmet' and hold capital. The problem is it is solving the right problem (wait for binary flow) in a market where that flow has disappeared. Not churn; genuinely waiting on an empty book.","wakeTriggers":["new BinaryBet intent appears on book (templateHash 0x09cd...)","45-min fallback re-scan","MISSING: no trigger for Bear-Yosher agent coming back online (though new-bet trigger covers this indirectly)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"sole historical BinaryBet supplier, 14/14 BinaryBet deals; crashed and not posting","available":"CRASHED β€” armed=false, pidAlive=false, 2"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission includes 'make a small-shade binary only' β€” could post BinaryBets Mimic could take","available":"2 settled deals, health unknown from dat"},{"agent":"option-writer-matheus","fit":"maybe","why":"writes options; mission mentions BinaryBet posting in one engine; 15 settled deals","available":"health unknown; not confirmed to post Bi"},{"agent":"arb-hunter-tom","fit":"no","why":"taker of near-decided binaries, not a poster β€” does not supply BinaryBet flow","available":"11 deals, health ok"}],"reliableCounterparties":0,"missedOpportunities":"none β€” wakes w54–w59 confirm no BinaryBets with β‰₯3pp edge on book. The book is genuinely empty; Mimic cannot act on intents that do not exist.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet by template hash β€” correct event for a copy-trader whose only action is to take/mirror binary bets","45-min fallback is appropriate cadence for a patient taker; no sub-minute polling","Zero-LLM watcher (pure book scan), correct use of newMatches() to detect net-new intents, not 'book non-empty'","Baseline snapshot on first iteration prevents false-fire on already-seen bets"],"lacking":["No awareness that Bear-Yosher (sole supplier) is offline β€” will idle silently at fallback cadence rather than alerting","Fallback at 45 min means up to 45-min delay detecting when Bear restarts and posts; could miss a short-lived posting window"],"suggestedChange":"Reduce fallback to 20 min while the board has been empty for N consecutive cycles, to react faster when Bear (or any binary poster) comes back online β€” cost is minimal given $0.49/5h burn."},"issues":[{"scope":"agent","title":"Near-100% counterparty concentration on Bear-Yosher","detail":"14/14 BinaryBet deals (100%) are with Bear-Yosher. When Bear crashes, Mimic's entire deal pipeline stops. $0.59 realized PnL at risk of stalling indefinitely.","fix":"Expand mission to also accept BinaryBets from polymarket-ljuba and option-writer-matheus if they post to the open book; watcher already covers this (template-hash scan is counterparty-agnostic), so this is a CLAUDE.md/decision-criteria change, not a watcher change."},{"scope":"agent","title":"Bear-Yosher crash kills binary market supply","detail":"Bear is the only active BinaryBet poster (0 open BinaryBets confirmed across wakes w54–w59). Until Bear restarts, the binary sub-market is frozen. Mimic, arb-hunter-tom, and polymarket-ljuba all depend on Bear-sourced binary flow.","fix":"Restart Bear-Yosher; investigate crash trigger (Step 1 notes 272-min downtime with 6 in-flight deals β€” check for OOM, assertion failure, or unhandled deal-settlement callback)."}],"assessment":"Mimic is alive and well-behaved (armed=true, pidAlive=true, 22-min fallback) but Bear-Yosher's crash has eliminated ~100% of its BinaryBet supply. The 6 in-flight deals settle on-chain regardless; after that, Mimic has no source of new binary flow and will idle at 45-min fallback cycles until Bear restarts or another agent posts BinaryBets."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18,0,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.54,"realizedPnl":-0.46,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":351,"wakes":16,"firstWakeMs":1780940859000,"lastWakeMs":1781098284000,"ageMin":157,"lastWhy":"Edge threshold unmet on both lookbacks. SSV is the persistent momentum leader but hasn't broken out by the required 2pp ","repeatWakes":15,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112986752,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":88}},"verdict":{"summary":"LP-Maker recovery (11 open intents, confirmed live) has removed the structural fill-side blocker that caused SSV intent failures #741/#745 pre-recovery. Since w16 (141 min ago, 13:31 UTC), no asset has cleared the 2pp relative-gap threshold β€” SSV remains the persistent near-leader but hasn't broken away. Agent is correctly dormant; watcher is armed and activ","badge":"FLAT MARKET WAIT","confidence":"high","bottomLine":"The 2pp filter has fired zero times since w16. Wakes w12–w16 consistently logged 'edge threshold unmet / declining together / no leadership separation' β€” the market is genuinely flat. LP-Maker is now live across all 6 assets, so the fill-side is no longer a blocker; the only missing ingredient is a price dislocation. Agent is operating correctly.","rootCause":{"class":"counterparty-starved","evidence":"Historical: intents #741/#745 failed pre-LP-recovery due to illiquidity (1h TTL on #741, then LP absent for #745). Current: LP-Maker now live (11 open intents, BTC/ETH/sNVDA/sAAPL/sMSFT/SSV), so the fill-side is open. The starve condition has resolved; agent is now simply waiting for market conditio"},"reasoningRead":"Sound and solving the right problem. W16 correctly identified SSV as persistent leader but applied the 2pp filter appropriately. Prior wakes (w12–w15) all logged the same disciplined conclusion β€” no threshold breach, no action. The agent is not churning or re-deriving the same failed move; it's correctly resting on a thin, choppy book.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns from live baseline (polled every 60s)","4h fallback (~17:31 UTC, 104 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only practical fill counterparty for delivered swaps across all 6 universe assets; 11 open intents live now","available":"ok β€” live, confirmed stable 90+ min"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents occasionally (BTC buys), could cross if momentum fires on BTC β€” but Rebalancer is a taker not a maker","available":"ok β€” but 7 USDC intent below LP 12 USDC "}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Watcher polls every 60s; no gap event appears in logs between w16 and now. W12–W16 all confirmed threshold unmet. The near-miss is SSV, which has been the persistent leader but hasn't separated by 2pp β€” correct to filter, not a missed trade.","wakeScript":{"wellReasonedForMission":true,"good":["Measures the actual decision variable: relative gap between best and second-best return, not per-asset absolute move β€” exactly what the mission requires","Live baseline captured on first poll (not hardcoded from prior wake) β€” eliminates stale-snapshot false triggers","Full 6-asset universe including US equities (frozen pre-market-open, now open)","60s poll cadence appropriate for momentum β€” not sub-minute churn, not hourly stale","4h fallback ensures agent wakes regardless; zero-LLM in watcher; PID file enables clean kill"],"lacking":["No near-miss logging when gap is 1.5–2pp β€” SSV has been a persistent near-leader; logging this band would confirm threshold proximity without changing firing be","No LP availability pre-check before firing β€” minor now that LP is stable, but would avoid waking agent into a no-fill environment if LP drops again"],"suggestedChange":"Add a console.log line when gap is in the 1.5–2.0pp band (e.g., '[watcher] near-miss: gap=1.73pp leader=SSV') β€” zero behavior change, but gives the next wake's reasoning concrete evidence of how close the market came to triggering, rather t"},"issues":[{"scope":"agent","title":"Historical -$0.50 PnL from pre-LP-recovery TTL mismatch","detail":"Intents #741 (1h TTL, LP absent) and #745 (8h TTL, expired illiquid) both failed when LP was offline. The -$0.50 realized PnL traces to those two wasted attempts, not to mispricing.","fix":"No action needed β€” LP is now live. If LP drops again, the agent should detect no fill and not re-post blindly; consider checking LP health (open intents count) before posting rather than relying on TTL to absorb illiquidity."}],"assessment":"The 2pp filter has fired zero times since w16. Wakes w12–w16 consistently logged 'edge threshold unmet / declining together / no leadership separation' β€” the market is genuinely flat. LP-Maker is now live across all 6 assets, so the fill-side is no longer a blocker; the only missing ingredient is a price dislocation. Agent is operating correctly."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.76,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":336,"wakes":23,"firstWakeMs":1780995929000,"lastWakeMs":1781103389000,"ageMin":71,"lastWhy":"Wake 23 check β€” looking for new audited Option intents to evaluate","repeatWakes":17,"avgGapMin":81,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781113823213,"watching":"a new audited Option intent appears (or 2h)","armed":true,"nextFallbackMin":102}},"verdict":{"summary":"dealId 100 is SETTLED β€” w22's InvalidDealState error confirms it was already settled before w22's attempt (clean, no double-settlement), and the $7.76 realized PnL proves the ETH put expired ITM (ETH closed below $1,631.46 within the 1.95h window, collateral $8.00 β†’ net ~$7.76 after premium). w23 (14:56, 55 min ago) found zero new audited Option intents; opt","badge":"SETTLED, SUPPLY DRY","confidence":"high","bottomLine":"dealId 100 settled profitably ($7.76 PnL, put expired ITM despite being 1% OTM at take); agent is correctly armed and idle. No new audited Options exist in the book as of w23 (14:56). The entire pipeline is gated on option-writer-matheus posting the next intent.","rootCause":{"class":"counterparty-starved","evidence":"0 audited Option intents found in w21/w22/w23 scans post-settlement; sole counterparty option-writer-matheus (15 deals, health ok) has not posted since dealId 100 was taken at 14:47"},"reasoningRead":"Sound, solving the right problem. The agent correctly identified cheap 2h optionality at $0.24 premium (0.24% of book, 1% OTM), took it, then monitored for settlement. The w22 collision (InvalidDealState) is a non-harmful timing artifact β€” deal was already settled, possibly by a parallel wake. No churn: 0 tokens burned in last 5h, 0 re-posts. The only gap is that w21's settlement watcher appears t","wakeTriggers":["new audited Option intent appears (templateHash 0xb3d66f4b... exact match via readOpenIntents)","2h fallback (nextFallbackMin=118)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option writer in the fleet using the audited template; 15 settled deals, health ok","available":"armed and ok but currently posting nothi"},{"agent":"polymarket-ljuba","fit":"no","why":"buys options, doesn't write them","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” zero audited Option intents in book since w20 take; nothing to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires only on NEW audited Options (exact templateHash match, newMatches pattern) β€” won't false-fire on stale book","2h fallback is appropriate for a patient, selective taker β€” no sub-minute poll waste","zero-LLM watcher; PID written for clean kill","100-intent scan covers realistic book depth"],"lacking":["settlement lifecycle not encoded in this script: when the agent holds an open deal near expiry, it overwrites current.ts with a transient settlement watcher (pe"],"suggestedChange":"Add an open-deal check at loop start: if a live option deal exists and expiry is within 10 min, fireWake('dealId X approaching expiry β€” settle') directly from this script, removing the need for a fragile transient watcher override."},"issues":[{"scope":"agent","title":"Settlement trigger relies on transient current.ts override","detail":"w21 re-armed a settlement watcher by overwriting current.ts; if that process crashes, the standard watcher (fires on new intents only) takes over with no settlement trigger. A missed settlement = full collateral forfeit for an ITM option.","fix":"Fold the settlement check into the primary watcher: at each loop iteration, check if an open option deal exists and is within N minutes of expiry β€” if yes, fireWake immediately without waiting for the fallback."},{"scope":"agent","title":"Single counterparty concentration","detail":"100% of option supply comes from option-writer-matheus. If that agent pauses (e.g. rotates to its 30% equity portfolio engine for a long stretch), option-taker-matheus goes indefinitely supply-dry with no fallback.","fix":"Agent CLAUDE.md: note that if supply-dry streaks exceed 3–4 wakes, it may be worth flagging to the fleet operator that option-writer-matheus should increase option posting cadence, or that a second Option writer should be introduced."}],"assessment":"dealId 100 settled profitably ($7.76 PnL, put expired ITM despite being 1% OTM at take); agent is correctly armed and idle. No new audited Options exist in the book as of w23 (14:56). The entire pipeline is gated on option-writer-matheus posting the next intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0.85,0.29,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":97.46,"realizedPnl":-10.54,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":336,"wakes":38,"firstWakeMs":1780947228000,"lastWakeMs":1781100167000,"ageMin":125,"lastWhy":"Engine 1 paused β€” market signals non-recovery. Repricing and reposting burnt gas and collateral with zero fills. The mov","repeatWakes":1,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114659483,"watching":"vol spike (>1% ETH/BTC) or option buyer on book, or 4h market-close fallback","armed":true,"nextFallbackMin":116}},"verdict":{"summary":"Prior: PUT 779 expired unfilled, sMSFT rotation stuck at 4 failed swaps (530/533/764/804), LP offline. New since last summary: LP came back live, agent fired w34–w38 in quick succession. At w34 (13:32), sMSFT buy 933 and sNVDA buy 936 posted β€” but by w35 (13:40) the agent self-canceled 933 (sMSFT) and 938 (sAAPL sell): drawdown hit -19.26%, 0.74% from the -2","badge":"DUAL HALT, WAITING","confidence":"high","bottomLine":"LP recovery did not unlock sMSFT rotation: the agent self-halted Engine 1 at w35 with drawdown at -19.26% (0.74% from the -20% stop). Engine 2 (options) also voluntarily paused after 7 consecutive unfilled puts. Both halts are correctly reasoned. The watcher is alive (armed=true, pidAlive=true, 132min fallback) but has no trigger to detect drawdown recovery β€” Engine 1 can only auto-resume on the 4h fallback, not when the book actually clears the threshold.","rootCause":{"class":"structural","evidence":"Engine 1: drawdown -19.26% at w35, halt threshold -20%; intents 933/938 self-canceled, 936 failed with no LP fill on sNVDA leg. Engine 2: 7 consecutive unfilled option intents (including 951 at w36 β€” collateral 8 USDC, premium 0.24 USDC, 60min accept window, no taker); Option-Taker-Matheus has 1 lif"},"reasoningRead":"Sound reasoning, correct problem. The agent correctly read the drawdown signal at w35 and didn't push through the threshold blind. The Engine 2 pause (w37–w38) is also disciplined β€” 'gas spend on additional option posts is irrational when 7 consecutive intents have failed' is the right call. No churn. Risk: the agent is solving a real constraint correctly but is now fully passive β€” both engines ha","wakeTriggers":[">1% ETH or BTC price move vs baseline (vol spike)","New kind=unknown intent with USDC↔USDC legs (option buyer proxy)","4h fallback (market close reassessment)","MISSING: drawdown recovery trigger β€” if book value rises above -20% threshold, Engine 1 should reassess; currently only a 4h fallback catches this"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only option buyer in fleet; settled 1 custom deal with this agent (the single lifetime deal)","available":"ok (1 deal lifetime, very thin)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Live with 11 open swap quotes; could fill sNVDA/sMSFT legs β€” but Engine 1 is self-halted on drawdown, not LP availability","available":"ok (live, $82.83/5h)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade stock tokens; rebalancer posts BTC buys (7 USDC, below LP 12 USDC floor) β€” no direct overlap on stock legs","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None measurable this cycle β€” both engines deliberately halted. LP went live but the sNVDA swap (936) still failed fill, suggesting LP's stock token coverage may not include sNVDA at sufficient depth. The agent could not have taken rebalancer-lior's BTC buy (7 USDC, below LP minimum) as a counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Vol spike trigger (>1% ETH/BTC) directly maps to Engine 2 re-entry condition β€” correct for options mission","Option buyer detection (kind=unknown, USDC↔USDC legs) is a reasonable proxy for the one counterparty class that matters","4h fallback covers market-close reassessment for Engine 1 (US hours 13:30–20:00 UTC); 132min remaining puts next wake ~18:00 UTC, still in session","Zero-LLM, polls every 60s, armed with pid β€” well-formed watcher"],"lacking":["No drawdown recovery trigger: Engine 1 can only auto-resume on the 4h timer, not when the portfolio actually clears -20% threshold mid-session","Option buyer heuristic (kind=unknown + USDC↔USDC) may produce false positives on non-option custom deals β€” no premium/collateral ratio check"],"suggestedChange":"Add drawdown check: read agents/option-writer-matheus/data/state.json at each poll, compute current book value vs initial, and fireWake('drawdown recovered above -20% threshold') when it clears β€” this lets Engine 1 re-engage intra-session w"},"issues":[{"scope":"agent","title":"Engine 1 has no intra-session recovery path","detail":"Drawdown halt (-19.26%) is correct, but the watcher only has a 4h timer fallback for reassessment. If the portfolio recovers above the -20% threshold mid-session (e.g. via a settled swap or price move), Engine 1 stays dark until the timer fires.","fix":"Add state.json drawdown read to watcher loop; fireWake when book_value/initial_book > 0.80."},{"scope":"agent","title":"Wake timestamp anomaly: w37 (13:35) logged before w36 (14:00)","detail":"Recent wakes list shows w37 at 13:35 UTC and w36 at 14:00 UTC β€” wake numbers and timestamps are inverted. Either logging writes wake number after execution, or two wakes fired nearly simultaneously. If the latter, state.json may have been written twice concurrently.","fix":"Investigate wake numbering logic in SDK; confirm state.json has consistent single-writer semantics."},{"scope":"core","title":"Option market has no active buyers β€” fleet-level starvation","detail":"Option-Taker-Matheus has 1 lifetime deal. Intent 951 (ETH put, 8 USDC collateral, 3% premium) found zero takers in 60min. This is not option-writer's fault β€” the option sleeve is correctly sized and priced, but the fleet has no liquid option demand.","fix":"Fleet move: recruit or configure a second option-taker agent, or lower the acceptance threshold in option-taker's CLAUDE.md to trigger on more put writes."}],"assessment":"LP recovery did not unlock sMSFT rotation: the agent self-halted Engine 1 at w35 with drawdown at -19.26% (0.74% from the -20% stop). Engine 2 (options) also voluntarily paused after 7 consecutive unfilled puts. Both halts are correctly reasoned. The watcher is alive (armed=true, pidAlive=true, 132min fallback) but has no trigger to detect drawdown recovery β€” Engine 1 can only auto-resume on the 4h fallback, not when the book actually clears the threshold."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.98,"realizedPnl":0.72,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":333,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":129,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1672}},"verdict":{"summary":"Holds 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon). w19–w26 all 'no misprice' β€” not churn, correct convergence behavior. w26 approved sAAPL (tx 0xf1458336) ahead of exit. Bear-yosher crash (primary binary intent source) has thinned the tertiary trigger; however option-writer-matheus (ok, 15 deals) remains an activ","badge":"HOLDING SAPL","confidence":"high","bottomLine":"Agent is in a legitimate quiet hold: 0 tokens/5h burn, watcher armed with a well-tiered trigger hierarchy (horizon > price > new intents). Bear-yosher's crash removes the primary source of new binary intents, weakening the tertiary trigger, but option-writer-matheus is still writing options and the sAAPL exit triggers dominate the near-term action calendar (Jun12 20:00 UTC fallback in 1688 min).","rootCause":{"class":"structural","evidence":"Bear-yosher (primary BinaryBet poster, 17 deals, now armed=false/pidAlive=false) contributed the majority of new binary intents that would fire polymarket-ljuba's tertiary trigger. Vulture-andrew also crashed (0 open_intents). Remaining sources: option-writer-matheus (active, ok) and possibly mimic-"},"reasoningRead":"Sound and solving the right problem. The agent is not re-deriving cold each wake β€” it consistently notes edge erosion to 1.5–3.1% from distribution convergence, which is the correct framing for an option/binary hold nearing expiry. The preemptive sAAPL approval (w26) was forward-looking maintenance, not a trade. No evidence of churn.","wakeTriggers":["sAAPL oracle <= $277.34 (stop, -4%)","sAAPL oracle >= $303.75 (forward, +4.8%)","sAAPL horizon expiry: nowTs >= 1781294400 (Jun12 20:00 UTC)","New binary/option intent detected on book (delta vs lastWakeBets set)","Fallback: Jun11 20:00 UTC = ~1688 min (24h before expiry, to assess exit makers)","WEAKENED: binary-intent trigger now starved β€” bear-yosher crashed, vulture-andrew crashed; only option-writer-matheus remains as a reliable new-intent source"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes new ETH/BTC/stock options β€” primary remaining source of option intents polymarket-ljuba can evaluate vs Polymarket distribution","available":"ok, 15 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binary bets, but mission is to mirror bear-yosher; autonomous bet output likely reduced with bear-yosher down","available":"ok, 16 deals, armed"},{"agent":"bear-yosher","fit":"yes","why":"Was the dominant binary intent poster (17 deals); crash directly starves polymarket-ljuba's tertiary trigger","available":"CRASHED: armed=false, pidAlive=false, 27"},{"agent":"lp-maker-matheus","fit":"yes","why":"Needed as the exit swap maker for sAAPL; 11 open intents, confirmed live","available":"ok, $82.83/5h, dominant market maker"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Bear-yosher's 6 in-flight BinaryBet deals are settled/in-flight positions, not open intents polymarket-ljuba can take. The watcher's delta-only scan would have caught any newly posted binary/option intents. With bear-yosher and vulture-andrew both crashed, the open intent book has thinned β€” the agent correctly found nothing actionable across w19–w26.","wakeScript":{"wellReasonedForMission":true,"good":["Three-tier priority is correct for a position holder: horizon expiry > price stop/forward > new taker opportunities","Fallback at Jun11 20:00 UTC (24h before expiry) is mission-correct: gives the agent time to find exit swap makers before horizon closes","Delta-only intent scan avoids re-firing on stale intents β€” prevents false wakes and token waste","horizonTs loaded from state.json with hardcoded fallback β€” robust to state corruption","60s poll interval is appropriate; not sub-minute, well inside the action time window"],"lacking":["No oracle-drift re-evaluation trigger: if sAAPL moves 1–2% without hitting stop/forward, existing open binary/option intents on the book could become newly misp","Tertiary trigger is now structurally weakened by bear-yosher/vulture-andrew crashes β€” no compensating mechanism (e.g., a shorter re-eval fallback)"],"suggestedChange":"Add a re-evaluation tick when oracle price changes >1% since last wake, checking existing open binary/option intents against updated Polymarket distribution β€” this recovers the taker opportunity that delta-only scanning misses when the book"},"issues":[{"scope":"agent","title":"Bear-yosher crash starves polymarket-ljuba's tertiary trigger","detail":"Bear-yosher (primary BinaryBet poster) is crashed at 272 min with armed=false/pidAlive=false. Polymarket-ljuba's binary-intent delta trigger depends on new bets appearing β€” with bear-yosher down, this trigger is largely inert. Option-writer-matheus remains the only reliable option-intent source.","fix":"Prioritize bear-yosher crash recovery; its 6 in-flight BinaryBet deals need a live agent managing them, and its restart would restore polymarket-ljuba's taker signal."},{"scope":"agent","title":"No oracle-drift re-evaluation for existing open intents","detail":"The watcher only fires on NEW intents. If sAAPL or BTC/ETH prices drift significantly between wakes, existing open binary/option intents may become mispriced vs Polymarket but the agent won't re-evaluate them until a new intent appears or the fallback fires (1688 min).","fix":"Add a fireWake trigger when oracle price changes >X% since last recorded snapshot, to force re-evaluation of the existing open intent book."}],"assessment":"Agent is in a legitimate quiet hold: 0 tokens/5h burn, watcher armed with a well-tiered trigger hierarchy (horizon > price > new intents). Bear-yosher's crash removes the primary source of new binary intents, weakening the tertiary trigger, but option-writer-matheus is still writing options and the sAAPL exit triggers dominate the near-term action calendar (Jun12 20:00 UTC fallback in 1688 min)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":1381884,"w5Usd":1.09,"w5PctPool":0.6,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":1381884,"w7Son":1381884,"hourly":[0,0.74,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":99.42,"realizedPnl":-0.6,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":439,"wakes":43,"firstWakeMs":1780939200000,"lastWakeMs":1781106146000,"ageMin":26,"lastWhy":"BTC -7.0pp is most underweight leg. No favorable takes available. ETH -4.2pp will be next action once #1053 resolves.","repeatWakes":39,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781121600000,"watching":"#1053 BTC resolves (fill/expire ~16:42 UTC) or stock close 20:00 UTC","armed":true,"nextFallbackMin":232}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":248,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":141,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.27,"realizedPnl":0.26,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":439,"wakes":19,"firstWakeMs":1780924988000,"lastWakeMs":1781105507000,"ageMin":36,"lastWhy":"Only actionable signal is SSV sell-strength, which requires owning SSV to post/fill. No buy-dip on any asset. USDC buffe","repeatWakes":11,"avgGapMin":167,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112660000,"watching":"buy-dip β‰₯1.5% on any asset (fallback 17:31 UTC)","armed":true,"nextFallbackMin":83}},"verdict":{"summary":"No buy-dip has crossed β‰₯1.5% since w19 (13:31 UTC); w20 (15:31 UTC) confirmed same β€” SSV sell-strength still blocked by zero position, sNVDA doubly blocked (zero position + market hours). Key change since last summary: LP-Maker is now confirmed live with 11 open intents across all 6 watched assets, so if a dip fires, swing-nikita now has a viable counterpart","badge":"WAITING CORRECTLY","confidence":"high","bottomLine":"Swing-nikita is behaving correctly: 19 wakes, 0 trades since w11, $100.18 portfolio, zero 5h burn β€” it's patient, not broken. The only structural gap is that both sell signals (sNVDA/SSV) are permanently blocked until a buy-dip fires first, and no buy-dip >1.5% has materialized. LP-Maker's return resolves the fillability problem that killed the w12 SSV intent; the market just hasn't given swing-nikita a trigger yet.","rootCause":{"class":"structural","evidence":"SSV trigger level = 2.01 Γ— 0.985 = 1.9799; last w20 oracle read showed SSV above that. sNVDA/SSV sell-strength requires non-zero position β€” agent has 0 in both. 3 lifetime settled deals, all pre-w12; no deal since book went thin."},"reasoningRead":"Sound and correctly solving the right problem. Each wake correctly identifies the exact blocking condition (zero position, market hours, no dip threshold breach) and declines to act. No false positives, no churn, no re-posting of unfillable intents since w13. The one caveat: sell-strength signals on sNVDA/SSV will remain permanently theoretical until a buy-dip fires to build inventory β€” the agent ","wakeTriggers":["Oracle price crosses trailing_avg Γ— 0.985 on any of BTC/ETH/SSV/sAAPL/sNVDA/sMSFT (60s poll)","Hard fallback: 17:31 UTC (~99 min)","MISSING: no sell-strength trigger β€” if a buy-dip fires and swing-nikita acquires a position, the watcher won't proactively fire for sell-strength; relies on nex"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Has open quotes on all 6 watched assets; would fill buy-dip swaps at oracle mid","available":"LIVE β€” 11 open intents confirmed, $82.83"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA buyer posting small BTC slices; could cross a buy-dip intent but 7 USDC floor mismatch ongoing","available":"Armed, but persistent 7 USDC config bug "},{"agent":"momentum-nikita","fit":"maybe","why":"Concentrates into strongest mover; could be counterparty if swing-nikita's sell aligns with momentum buy","available":"ok, 1 settled deal"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher polls oracle every 60s and no fireWake has triggered since w19 (13:31 UTC, ~122 min ago). No verifiable dip >1.5% on any watched asset. LP-Maker's recovery doesn't itself create a dip signal; it only restores fillability if one occurs.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the exact condition the agent acts on: buy-dip β‰₯1.5% below per-asset trailing avg","60s poll cadence β€” appropriate for a dislocation hunter (not sub-minute noise, not multi-hour lag)","Zero-LLM, deterministic threshold math; can't false-fire on 'book non-empty'","2h hard fallback ensures the agent re-evaluates trailing averages even if no dip fires"],"lacking":["TRAILING averages are hardcoded at arm time (w20, 15:31 UTC) and stay static for up to 2h β€” if oracle prices drift materially before the 17:31 fallback, trigger","No sell-strength trigger β€” after a successful buy-dip, the watcher won't fire proactively to sell the acquired position"],"suggestedChange":"Compute trailing averages fresh each poll iteration from oracle (or use a rolling window from the price feed) rather than snapshotting at arm time β€” eliminates up to 2h of trigger drift with zero cadence or structure change."},"issues":[{"scope":"agent","title":"TRAILING averages stale up to 2h","detail":"Averages are snapshot at wake time and held fixed until next wake or fallback. A 2% price drift over 90 min could make the β‰₯1.5% threshold miss or false-trigger.","fix":"Fetch fresh oracle prices each loop iteration and compute trailing_avg as a rolling mean (e.g. EMA or last-N-reads average) rather than a one-time snapshot in the wake script header."},{"scope":"agent","title":"Sell-strength permanently blocked β€” not escalated as a mission constraint","detail":"sNVDA/SSV sell signals have appeared in every wake since at least w14 but will never execute until a buy-dip fires to build inventory. The agent correctly declines to act but doesn't flag this as a structural dead-end in its reasoning output.","fix":"Low priority given correct behavior, but mission CLAUDE.md could note: 'sell-strength signals are latent until inventory exists; if no buy-dip fires in N wakes, re-evaluate asset list or threshold.'"}],"assessment":"Swing-nikita is behaving correctly: 19 wakes, 0 trades since w11, $100.18 portfolio, zero 5h burn β€” it's patient, not broken. The only structural gap is that both sell signals (sNVDA/SSV) are permanently blocked until a buy-dip fires first, and no buy-dip >1.5% has materialized. LP-Maker's return resolves the fillability problem that killed the w12 SSV intent; the market just hasn't given swing-nikita a trigger yet."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":16233598,"w5Usd":9.73,"w5PctPool":6.5,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":14733806,"w7Son":80424758,"hourly":[0,1.04,5.86,0,2.83,3.28,9.49,14.05,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11,0,0.08],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":98.58,"realizedPnl":-1.4,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":95,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":92,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP recovery unblocked vulture immediately: rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (13:47) as deals 98/99, +$0.28 edge β€” confirming LP was the binding constraint. Bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% remain open; LP does not take bait sells (it's a neutral maker, not a directional taker), so fills depend on momentum/swin","badge":"FILLING POST-LP-RECOVERY","confidence":"high","bottomLine":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture.","rootCause":{"class":"counterparty-starved","evidence":"9 of 11 recent settled deals ↔ LP-Maker-Matheus; rebalance buys 935/932 settled instantly once LP returned (w63 13:47); bait sells 874/875/876 require directional takers not LP β€” momentum/swing/stacker live but haven't crossed yet this cycle"},"reasoningRead":"Sound and solving the right problem. w63 correctly posted rebalance buys immediately on LP recovery and captured +$0.28 instantly. w64 correctly pruned 950 (eroded to 0.36% below 0.5% floor) and 941 (stale after 0.31% oracle drift). Bait sell hold decision (β‰₯1% with longer TTL vs rivals at 1% floor) is quantitatively justified per playbook. No churn detected.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","check-my-quotes: cancelCmds.length > 0 (erosion/undercut)","pre-expiry: ~5 min before soonest intent expiry","hard fallback: 2h (117 min remaining)","MISSING: no immediate trigger when LP posts a matching quote β€” relies on 30s poll cycle, so LP quote arrival can lag up to 30s before vulture fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9/11 recent deals); fills rebalance buys instantly on return β€” confirmed deals 98/99","available":"active, woke 18 min ago, 8 open quotes"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary swap counterparty, 3/11 recent settled deals β€” unknown agent but reliably active","available":"active (recent deal history)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if these are the strongest movers this wake; directional taker","available":"pidAlive=true, woke 18 min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take vulture's bait sells if asset stretched above trailing avg","available":"pidAlive=true, active at market open"},{"agent":"stacker-massimo","fit":"no","why":"Only buys sNVDA at 0.50 USDC/wake β€” lot size too small for vulture's bait sells","available":"fired, now armed=false"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced swaps on fast CEX feed; could cross vulture's bait sells if oracle lags","available":"7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"None. w57–w62 correctly report no takeable edges β‰₯1%. Watcher can see the book via scan-edges (measurable). Honeypot pre-seed (779/836/869) prevents false positives. Hold decisions in w57/w60/w61 are correct per playbook.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% via scan-edges β€” directly aligned with vulture's pick-off mission","check-my-quotes erosion/undercut trigger prevents free pick-off of stale quotes","Pre-expiry trigger (~5 min before soonest expiry) protects against TTL-lapse waste","seenEdgeIds pre-seeded with confirmed honeypots (779/836/869) β€” zero-LLM guard","30s poll cadence + 2h hard fallback β€” appropriate for opportunistic agent"],"lacking":["30s poll means up to 30s lag between LP posting a matching quote and vulture firing β€” suboptimal for competitive fill race","No explicit LP-quote-arrival event trigger; relies on scan-edges polling rather than reactive signal"],"suggestedChange":"Add a lightweight LP-quote monitor: check if LP's open quotes include any asset vulture holds in rebalance deficit, and fire immediately if a match appears β€” closes the 30s lag window that could cost fills in a competitive market-open envir"},"issues":[{"scope":"agent","title":"[object Object] logging in wake descriptions","detail":"w59, w61, w62, w63, w64 all show '[object Object]' in the wake log summary line β€” an object is being string-interpolated without .toString() or JSON.stringify(). Degrades historical analysis readability.","fix":"Find the wake-log string concatenation where the state/result object is interpolated and replace with JSON.stringify(obj) or obj.summary / obj.action fields."},{"scope":"agent","title":"Realized PnL -$1.20 on 34 deals at 15.1% pool spend ($22.82/5h)","detail":"34 deals with $55.43 lifetime token cost and -$1.20 realized PnL means edge capture is not yet covering LLM costs. The +$0.28 from deals 98/99 is directionally correct but the rate needs to accelerate now LP is live.","fix":"Monitor PnL-per-deal over next 5 wakes with LP active; if bait sells remain unfilled >60 min into market-open epoch, lower bait floor from 1% to 0.75% to attract momentum/swing flow."}],"assessment":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture."}}],"unattributed":{"sessions":922,"tokens":141688958,"usd":73.78,"w5":9849661,"w5Usd":5.79,"hourly":[1.13,1.21,1.01,0,2.44,1.49,1.65,0.91,2.71,0.53,2.28,2.13,3.51,3.92,2.07,2.39,1.8,2.45,1.76,0.56,0.54,0.27,0.15,0.5]},"boardOverhead":{"sessions":1519,"tokens":33030050,"usd":68.74,"w5":2916649,"w5Usd":6.2,"hourly":[1.28,1.09,1.34,1.19,1.31,1.45,1.31,1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76,0.71]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":837629791,"grandUsd":499.28,"grandSessions":2966,"attributedTokens":662910783,"unattributedTokens":141688958,"boardTokens":33030050,"reassembledTokens":837629791,"tokensBalance":true,"attributionPct":82.4,"multiMatchSessions":109,"sessionsScanned":2455,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":36546,"dedupedMsgs":15239,"rawTokens":1909121434,"dedupedTokens":837629791,"dupRatio":2.279}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T16:05:43.988Z","swarm":{"headline":"LP LIVE, BINARY DARK","funnel":{"posted":1059,"settled":115,"conversionPct":10.9,"byTemplate":{"Swap":"dominant β€” LP-Maker-Matheus 86 settled deals; arb-hunter 11; rebalancer/vulture/stacker contributing; 11 open quotes","BinaryBet":"20 total (14 settled + 6 live in-flight Bear↔Mimic); market frozen, Bear crashed 272+ min","Option":"15+ settled (writer↔taker); supply dry post-deal 100, writer in dual halt","IndexBasket":"0 β€” index-maker never initialized, 9 cycles; index-taker permanently starved","Perpetual":"1 open (external 0xF57a…9444, 4165m TTL)"}},"liquidityMap":[{"market":"Swap","flow":"LP-Maker-Matheus ⇄ {0xBd6a, 0x5F79, Arb-Hunter-Tom, Rebalancer-Lior, Vulture-Andrew, Stacker-Massimo}","status":"LIVE β€” 11 open quotes BTC/ETH/sNVDA/sAAPL/sMSFT/SSV; 86 settled deals; concurren"},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"FROZEN β€” Bear crashed (armed=false/pidAlive=false, 272+ min); 6 in-flight deals "},{"market":"Option","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"DRY β€” deal 100 settled (taker +$7.76 PnL); writer in dual halt (drawdown -19.26%"},{"market":"IndexBasket","flow":"Index-Maker (uninitialized) β†’ Index-Taker","status":"DEAD β€” index-maker wake_script_source=null, 0 wakes, $0 tokens across 9 cycles; "}],"causalLinks":[{"cause":"Bear-Yosher crashed (armed=false/pidAlive=false, 272+ min)","effect":"BinaryBet market fully frozen; Mimic-Ljuba drops from 1 to 0 reliable counterparties; Arb-Hunter-Tom binary fills blocke","evidence":"14/14 Mimic settled deals ↔ Bear-Yosher; arb-hunter 0/11 binary fills lifetime; Mimic reliableCounterparties=0 this cycle; book confirmed empty of BinaryBets wakes w54–w59"},{"cause":"Rebalancer-Lior posts 7 USDC BTC lots below LP-Maker minimum floor (12 USDC)","effect":"5 consecutive expired BTC intents (#777, #831, #887, current open ~36m TTL at observation); agent misdiagnoses blocker a","evidence":"LP minimum=12 USDC confirmed; all intents at 7 USDC; w23 rationale: 'LP may come alive at this lower oracle' (incorrect); #777 expired, #831 expired, #887 near-certainly expired"},{"cause":"LP-Maker watcher Node loop fires concurrent sessions without deduplication","effect":"Intents 1012/1013/1014 cancelled mid-session (w68); full book rebuild at ~$2 gas each (w67, 10 txns); ETH ask and BTC as","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns. Gas ~$2'; w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent sessio"},{"cause":"Index-Maker never initialized (wake_script_source=null, 9 consecutive cycles)","effect":"Index-Taker wake condition (LONG IndexBasket intent present) has never been satisfied; both agents occupy board slots wi","evidence":"9 cycles: both agents armed=false, pidAlive=false, wakes=0, tokens_lifetime_usd=$0; index-taker settled_deals='not-indexed'"},{"cause":"Option-Writer-Matheus dual halt: drawdown -19.26% (threshold -20%) + 7 consecutive unfilled option intents","effect":"Option supply dry; Option-Taker-Matheus armed (nextFallbackMin=105) but no intents to fill β€” market cleared once (deal 1","evidence":"w35: drawdown hit -19.26%, intents 933/938 self-canceled; 7 unfilled options including #951 (8 USDC collateral, 0.24 premium, 60min window, no taker); option-taker w23 (14:56): 0 audited Option intent"}],"insights":[{"severity":"critical","title":"Bear-Yosher crashed β€” BinaryBet market dark 272+ min","detail":"Bear-Yosher armed=false/pidAlive=false, 6 live in-flight deals (safe, oracle-resolved independently). Mimic-Ljuba is armed and waiting but has 0 reliable counterparties β€” it can't post new bets without a counter-side. Arb-Hunter-Tom has 0 binary fills in 11 lifetime settled deals; Bear's absence means that remains 0.","evidence":"Bear watcher: armed=false, pidAlive=false; 6 live Bear↔Mimic deals; Mimic reliableCounterparties=0; arb-hunter 0 binary fills; book empty of BinaryBets w54–w59","scope":"fleet","fix":"Restart Bear-Yosher immediately; investigate crash trigger β€” last confirmed SDK issue was promise-drop (w29b/w30 concurrent fires); check if that pattern recurred or produced an unhandled rejection"},{"severity":"critical","title":"Rebalancer-Lior 7 USDC lot guaranteed-fail β€” 5th consecutive cycle","detail":"LP-Maker minimum is 12 USDC; Rebalancer posts at 7 USDC every cycle. Agent misdiagnoses the blocker as oracle price, not lot-size floor β€” so it will keep failing indefinitely. 0xBd6a took small lots in 2 of 8 lifetime deals but is not confirmed present in current book.","evidence":"LP minimum=12 USDC; intents #777/#831/#887 at 7 USDC all expired; w23 log explicitly blames oracle not floor; 0 7-USDC fills from LP in any cycle","scope":"fleet","fix":"Update Rebalancer-Lior CLAUDE.md: raise DCA lot size to β‰₯12 USDC; or add pre-post check β€” if LP is sole active BTC taker and lot < floor, skip this wake"},{"severity":"warn","title":"LP-Maker concurrent session collisions β€” recurring gas waste, quote gaps","detail":"w65/w67/w68 all hit concurrent session collisions. w67 alone: 10 txns, ~$2 gas for a full book rebuild. Intents 1012/1013/1014 dropped w68. ETH ask and BTC ask missing from 11-quote book. Pattern recurs each session cycle.","evidence":"w67: 'Concurrent sessions mutually cancelled, full book rebuild, 10 total txns, Gas ~$2'; w68: '#1012 SSV/#1013 sAAPL/#1014 sMSFT disappeared'; 10/12 live quotes confirmed","scope":"core","fix":"Add session-deduplication lock in Node watcher loop (file lock or atomic flag) to prevent concurrent fires on the same deadline; alternatively add intent-existence pre-check before each post so collisions self-heal without full rebuild"},{"severity":"warn","title":"Index-Maker/Index-Taker pair dead 9 consecutive cycles β€” no path to activation","detail":"Index-Maker has never run: wake_script_source=null, 0 wakes, $0 tokens, no on-chain footprint across all 9 observer cycles. Index-Taker's sole wake condition (LONG IndexBasket intent present) has never been satisfied and never will be until index-maker posts.","evidence":"9 cycles identical state for both: armed=false, pidAlive=false, wakes=0, tokens=$0; index-taker settled_deals='not-indexed'","scope":"fleet","fix":"Initialize Index-Maker: write wake_script/current.ts, configure CLAUDE.md mission, arm the watcher β€” this unblocks Index-Taker automatically"},{"severity":"warn","title":"Option market dry β€” writer in dual halt, taker armed with nothing to fill","detail":"Option-Writer halted both engines: drawdown -19.26% (0.74% from -20% threshold) from 4 failed sMSFT swaps, plus 7 consecutive unfilled option intents (engine 2). Option-Taker took deal 100 (+$7.76 PnL, ETH put ITM) but found 0 new options in 3 subsequent wakes.","evidence":"w35: drawdown -19.26%, intents 933/938 self-canceled; deal 100 settled confirmed; option-taker w23 (14:56): 0 audited options; 7 unfilled writer intents including #951","scope":"fleet","fix":"Review option-writer sMSFT rotation failure (4 failed swaps 530/533/764/804); if LP is now live, retry sMSFT leg β€” recovery above -20% threshold re-enables engine 1 and resumes option supply for taker"},{"severity":"warn","title":"Stacker-Massimo state ambiguous post-market-open fire","detail":"Stacker was armed for 13:30 UTC open (epoch 1781098200); now shows armed=false/pidAlive=false, 0 burn/5h, last wake 122 min ago. Cannot confirm whether it fired cleanly and completed, or silently died without posting. Two settled deals (both with LP-Maker-Matheus) confirm the path works β€” but this cycle's fire is unverified.","evidence":"watcher: armed=false, pidAlive=false, nextFallbackMin=null; 0 burn/5h; last wake 122 min ago (orient); 2 lifetime deals ↔ LP-Maker-Matheus","scope":"fleet","fix":"Check Stacker-Massimo logs for wake at ~13:30 UTC: did it post a buy intent? If silent death, investigate and re-arm before next market open (09:30 ET tomorrow)"}],"fleetMoves":[{"scope":"fleet","action":"Restart Bear-Yosher β€” BinaryBet market frozen 272+ min, Mimic-Ljuba idle, Arb-Hunter binary fills blocked; investigate SDK promise-drop recurrence as crash trigger before restarting"},{"scope":"fleet","action":"Fix Rebalancer-Lior CLAUDE.md: raise DCA lot to β‰₯12 USDC β€” 5 guaranteed-fail intents at 7 USDC while LP floor is 12 USDC; agent is burning tokens and TTL on structurally impossible fills"},{"scope":"core","action":"Add session-deduplication lock to LP-Maker watcher: concurrent fires are cancelling each other's intents and burning ~$2 gas per rebuild (w65/w67/w68 all affected)"},{"scope":"fleet","action":"Initialize Index-Maker: write wake_script + CLAUDE.md after 9 null cycles β€” the only action that unblocks Index-Taker"},{"scope":"fleet","action":"Verify Stacker-Massimo 13:30 UTC fire result and confirm Option-Writer drawdown recovery path β€” both are time-sensitive (next market open + drawdown threshold 0.74% from halt)"}],"at":"2026-06-10T16:08:17.246Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP STABLE, BEAR CRASHED","healthDelta":"Better overall: LP-Maker confirmed live (11 open intents, $82.83/5h, multiple swap settlements with 0xBd6a/0x5F79/Rebalancer/Vulture) reversing the 931-min offline gap from last run; bear-yosher newly crashed (armed=false/pidAlive=false, 272 min, health=stuck) with 6 live BinaryBet deals in flight, ","focusAreas":["LP-Maker live and dominant: 11 open swap quotes across BTC/ETH/sNVDA/sAAPL/sMSFT/SSV, $82.83/5h burn β€” confirm stability and quote coverage","Bear-Yosher crashed with 6 live BinaryBet deals ongoing (counterparty Mimic-Ljuba still armed) β€” dark agent, in-flight deals, unknown crash trigger","Rebalancer-Lior 5th consecutive 7 USDC BTC buy (open intent, 52m TTL) β€” LP minimum is 12 USDC floor, certain to fail again; persistent config bug","Vulture-Andrew crashed (armed=false/pidAlive=false) after $10.65/5h burn β€” bait intents 874/875/876 now 0 open_intents; clean exit or error?","Stacker-Massimo was armed for 13:30 UTC market open, now unarmed (armed=false/pidAlive=false, 0 burn/5h, last wake 122 min ago) β€” fired and re-armed or silently died?"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker now posting 11 live quotes across all 6 universe assets, has arb-hunter found and taken any CEX-vs-onchain edge on these new LP quotes since LP recovery, and is fill rate improving beyond the ~9% post-recovery baseline (4/134 ","bear-yosher":"Armed=false, pidAlive=false, health=stuck, 272 min since last wake β€” when did the process die relative to its 6 live BinaryBet deals with Mimic-Ljuba, and is there evidence of a crash trigger vs. a clean exit after posting?","index-maker":"9th consecutive null-state check: is there any change whatsoever β€” file timestamp, config delta, on-chain activity β€” vs. the byte-identical prior 8 cycles?","index-taker":"9th consecutive null-state check: any change since cycle 8, and does index-maker's continued null state confirm index-taker is correctly dormant (dependency intact, no intake trigger)?","lp-maker-matheus":"Prior summary said offline 931 min; current shows armed=true, 11 open intents, $82.83/5h β€” confirm when LP recovered, whether pidAlive=false is normal for this watcher pattern, and whether the 11 live quotes span all 6 universe assets at co","mimic-ljuba":"Bear-Yosher crashed with 0 open intents β€” can Mimic continue on its 6 live in-flight deals, and when those Bear bets settle/expire, will Mimic have any new binary/option intents to fire on, or does it go dark?","momentum-nikita":"Last wake 138 min ago, armed (nextFallbackMin=107) β€” with LP live for 90+ min across all 6 assets, has any asset cleared the 2pp relative-gap threshold since LP recovery, or is the market genuinely flat?","option-taker-matheus":"w20 took ETH put dealId 100 (strike $1,631.46, $0.24 premium) β€” is that deal live or settled, and has option-writer-matheus posted any new option since then that option-taker should evaluate?","option-writer-matheus":"sMSFT rotation was stuck at 4 failed swaps (530/533/764/804) pre-LP-recovery β€” with LP now live, did any sMSFT swap settle, and has option-writer fired a new wake since LP recovery?","polymarket-ljuba":"Watcher is delta-only (fires on new binary/option intents, 1691 min fallback) β€” bear-yosher is crashed and posting 0 new bets; is there any other active source of new binary/option intents that would trigger polymarket-ljuba's watcher befor","rebalancer-lior":"Open intent gives 7 USDC β†’ 0.00011241 BTC (52m TTL) is the 5th consecutive sub-12 USDC BTC buy β€” LP minimum is a 12 USDC lot-size floor; did w24's reasoning acknowledge this constraint and plan a fix, or is it repeating the identical misdia","stacker-massimo":"Was armed (pidAlive=true) for 13:30 UTC market open per prior summary, now unarmed (armed=false, pidAlive=false, 0 burn/5h, last wake 122 min ago) β€” did it fire at market open and complete cleanly, or did it silently die before executing?","swing-nikita":"Last wake 17 min ago, armed (nextFallbackMin=102) β€” with LP now live on sNVDA/SSV/sMSFT/BTC/ETH, has any asset crossed the β‰₯1.5% below-average buy threshold since LP recovery, and are the sell-strength signals on sNVDA/SSV still permanently","vulture-andrew":"Crashed (armed=false, pidAlive=false) after $10.65/5h burn, open_intents now 0 β€” did bait intents 874 (sAAPL 1%), 875 (sMSFT 1%), 876 (SSV 2.21%) settle or expire, and did the crash follow a clean mission-cycle exit or an error?"},"ctas":[{"scope":"agent","text":"rebalancer-lior: Raise BTC DCA lot size from 7 USDC to β‰₯12 USDC to meet LP-Maker's minimum β€” 5 consecutive failures confirm this is a config bug, not a market condition."},{"scope":"agent","text":"bear-yosher: Diagnose crash (armed=false, pidAlive=false, 272 min, health=stuck) β€” 6 live BinaryBet deals with Mimic-Ljuba are in flight and the agent is dark; manual restart likely needed."},{"scope":"agent","text":"vulture-andrew: Check whether crash after $10.65/5h burn was a clean cycle exit (no restart needed) or an error condition requiring restart."},{"scope":"agent","text":"stacker-massimo: Verify whether it fired at 13:30 UTC market open and completed or died silently β€” 0 burn and unarmed with 2 total deals is ambiguous."},{"scope":"fleet","text":"index-maker/index-taker: 9 consecutive null cycles, $0 lifetime tokens, no wakes ever β€” escalate boot diagnosis; these agents block the entire IndexBasket market and show zero sign of life."}],"at":"2026-06-10T15:52:14.843Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T16:50:58.915Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":99.23,"used7d":null,"used7dUsd":503.68,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":62.3,"estPct7d":35.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":177,"estPct7d":84.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":171.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":67.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":136978332,"w7":604152603,"tot":604152603},"haiku":{"w5":18738738,"w7":241552475,"tot":241552475}},"fleet":{"agentsUp":12,"lifetimeTokens":845724889,"lifetimeUsd":503.68,"sessions":3033,"deals":118,"openIntents":15,"totalIntents":1075},"oracle":{"USDC":1,"ETH":1642.34,"BTC":62128.24,"SSV":2.06,"AAPL":292.72,"NVDA":202.88,"MSFT":403.18},"oracleAt":"2026-06-10T16:45:30.369Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":13,"msgs":265,"total":12637432,"totalUsd":6.54,"w5":5224002,"w5Usd":3,"w5PctPool":2.1,"w7":12637432,"w7Usd":6.54,"w7PctPool":0.5,"w5Son":5224002,"w7Son":10523217,"hourly":[0,0,0.66,0,2.35,0,0.45,0,0,0,0.52,0,0.41,0,0,0,0.92,0.44,0.39,0.28,0.13,0,0,0],"lastWake":{"ts":"2026-06-10T14:13:26.852Z","tokens":1184075,"usd":0.66,"msgs":21}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.13,"realizedPnl":0.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":376,"wakes":167,"firstWakeMs":1780927992000,"lastWakeMs":1781108280000,"ageMin":33,"lastWhy":"bestTake=null both surfaces. ETH/BTC near-misses unaffordable (insufficient balance even ignoring approval). SSV sell-ed","repeatWakes":154,"avgGapMin":18,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781110808167,"watching":"new intent >#1067, OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":9}},"verdict":{"summary":"Since last summary (4/134, portfolio ~$99.82): added 1 fill β€” w164 SSV swap +11bps (deal 114, USDC $80.01 + SSV 3.72β†’1.77), now 11 total settled deals / 163 wakes (6.7% overall). Post-recovery fill rate is 3/~30 wakes (~10%) β€” essentially flat vs the 9% baseline. Edge quality is compressing: +35bps (w128) β†’ +22bps (w131) β†’ +11bps (w164, at EDGE_BPS_MIN floor","badge":"EDGE THINNING","confidence":"high","bottomLine":"Fill rate is flat at ~10% post-recovery (3 fills / ~30 wakes), not improving. The more important signal is edge compression: the last fill was exactly at the +10bps floor, meaning arb-hunter is scraping the bottom of available margin. Binary surface has produced zero fills; LP-Maker swaps are the only active venue (8 of 11 lifetime deals).","rootCause":{"class":"counterparty-starved","evidence":"11/11 settled deals are swaps (8Γ— LP-Maker-Matheus, 1Γ— Rebalancer-Lior, 2 unattributed); 0 binary bet fills. Bear-Yosher (main binary poster) crashed 272 min ago. Mimic-Ljuba armed but bestTake=null in all checked wakes β€” either prices don't diverge from oracle or BINARY_BET_HASHES set misses their "},"reasoningRead":"Sound reasoning, solving the right sub-problem (swap surface) but the primary mission surface (binary bets, latency vs lagging oracle) has been idle for the entire visible history. The binary bet template hash set is a silent exclusion risk β€” if bear-yosher or mimic-ljuba post with different template hashes, arb-hunter's CEX-decided check never runs. The swap-only execution looks disciplined but m","wakeTriggers":["New intent ID > HIGH_WATER (1052) posted to book","Deal-114 settles (USDC β‰₯ 84)","30-min hard fallback","MISSING: explicit binary bet surface monitor β€” binary bets are only evaluated during the wake run, not as a dedicated trigger; a near-expiry binary with CEX tak"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 confirmed swap fills; 11 live quotes across all 6 assets now","available":"armed, ok, dominant"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill; posts regular 7 USDC BTC buy (though below LP floor β€” that intent may fail)","available":"armed, ok"},{"agent":"bear-yosher","fit":"yes","why":"primary binary-bet source for arb-hunter's core mission, but currently crashed (armed=false, pidAlive=false, 272 min)","available":"CRASHED β€” 6 in-flight deals, no new post"},{"agent":"mimic-ljuba","fit":"maybe","why":"armed and posting BinaryBets; no fills yet β€” template hash mismatch or insufficient CEX divergence suspected","available":"armed, ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for binary surface: watcher does not pre-screen binary bets; if BINARY_BET_HASHES misses mimic-ljuba's template, arb-hunter never evaluates those intents. On swap surface: w159 notes 'SSV gap exists but book has no takeable intent' β€” the edge existed but no fillable intent was posted at that moment, which is the market's fault, not arb-hunter's.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline prevents firing on stale pre-arm intents β€” clean anti-churn guard","SSV CEX pre-check before firing on mSSV-sell intents prevents waking on taker-negative edges","30-min fallback ensures binary surface is polled even if no new swap intents arrive","Label accurately scopes the multi-surface mission"],"lacking":["BTC/ETH swap intents fire on any new ID > HIGH_WATER without a CEX pre-check β€” arb-hunter wakes and then dismisses them (e.g. 'ETH +18bps, BTC +13bps' β€” below f","Binary bet surface has no dedicated watcher trigger: near-expiry bets with CEX taker already decided can sit up to 30 min before discovery β€” the highest-value s","BINARY_BET_HASHES is a hardcoded 2-hash set; new templates from mimic-ljuba or recovered bear-yosher would be silently excluded"],"suggestedChange":"Add a CEX pre-check for BTC/ETH swap intents (same pattern as SSV): compute implied price vs Coinbase spot before calling fireWake β€” this eliminates sub-threshold wakes (seen in w159–w163 logs) and concentrates token spend on genuinely acti"},"issues":[{"scope":"agent","title":"BTC/ETH swap intents fire without edge pre-check","detail":"watcher fires on any new intent > HIGH_WATER for BTC/ETH; w159–w163 show repeated wakes where gaps are 10–18bps (below EDGE_BPS_MIN) or wrong direction β€” each costs ~$0.66. SSV already has this guard.","fix":"Extend the CEX pre-check pattern in the watcher to BTC/ETH: fetch Coinbase spot, compute implied swap price vs oracle, skip fireWake if gap < EDGE_BPS_MIN + buffer."},{"scope":"agent","title":"Binary bet template hashes hardcoded β€” silent exclusion of new posters","detail":"BINARY_BET_HASHES contains exactly 2 hashes. Mimic-Ljuba (16 deals, armed) and a recovered bear-yosher would post with their own template hashes. Arb-hunter's CEX-decided check never runs on unknown hashes, making the primary mission surface partially blind.","fix":"Fetch template hash list dynamically from the book (or make the check template-agnostic by inspecting intent structure rather than hash-matching) so new binary posters are automatically covered."},{"scope":"agent","title":"Binary bet counterparty vacuum β€” bear-yosher crashed with no replacement","detail":"Bear-yosher (main binary poster) has been crashed 272 min with 6 in-flight deals unresolved. Arb-hunter's primary surface is structurally starved until it recovers. Mimic-Ljuba is the only live binary poster but hasn't produced a fill.","fix":"Restart bear-yosher or route arb-hunter's binary scan explicitly to mimic-ljuba's confirmed template hash."}],"assessment":"Fill rate is flat at ~10% post-recovery (3 fills / ~30 wakes), not improving. The more important signal is edge compression: the last fill was exactly at the +10bps floor, meaning arb-hunter is scraping the bottom of available margin. Binary surface has produced zero fills; LP-Maker swaps are the only active venue (8 of 11 lifetime deals)."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,1.5,0,0.44,1.33,1.42,1.23,0,3.61,2.51,1.37,1.7,2,0,0,0,0.46,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.34,"realizedPnl":-1.99,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":335,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":334,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Mission executing correctly: 14 settled BinaryBets (11 with Mimic-Ljuba, reliable partnership validated), -$0.36 lifetime PnL, disciplined 'exactly-one-resting-bet' invariant. Wakes w31-w35 show clean recovery from w29b/w30 promise-drop incident (no new duplicates). Focus question: 1 open intent (17m old) is normal order flow awaiting fill/expiry, not stuck.","badge":"Mission sound, platform risk","confidence":"high","bottomLine":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation.","rootCause":{"class":"structural","evidence":"Core SDK armWatcher promise-drop: w29b & w30 fired simultaneously on same intent-fill trigger (06-10 04:09:00), posting duplicate BTC-BELOW bets. Not agent reasoning failure β€” agent correctly detects and repairs invariant violation in w31 (repost). No agent-side misreading."},"reasoningRead":"Sound. Mission-aligned execution: posts crypto-down BinaryBets BELOW strikes, maintains 'exactly one resting bet' invariant via disciplined expiry/repost (w31, w32, w34b, w35). Fires on economic events: deal expiry, price >1.5% adverse move, new binaries on book, own intent resolution. The w29b/w30 duplicate-fire is a core SDK bug, not reasoning failure.","wakeTriggers":["Deal 74 near-expiry (5 min window before 10:17 UTC)","Intent 760 resolution (fill/expiry, ~08:55 UTC, 1h TTL)","ETH adverse move >1.5% from $1,639.70 β†’ $1,664.29","BTC adverse move >1.5% from $61,687 β†’ $62,612.30","New aligned BinaryBet on book","4h fallback (~12:00 UTC 06-10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"11 of 14 settled deals (79%), reliable copy-trader, thesis-aligned (crypto-down conviction mirror)","available":"ok (health ok, active, 13 total deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; could absorb bear's resting bets if competitive, but currently posting 8 aged unfilled intents (21-40m old) himsel","available":"warming (low fill rate, capacity uncerta"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries, but latency-arbitrage focus on fast CEX feed may not align with bear's patient on-chain oracle pricing","available":"ok (2 deals, low activity)"}],"reliableCounterparties":1,"missedOpportunities":"None detected. Agent maintains exactly-one-resting-bet invariant and expires/reposts unfilled orders systematically (w31, w32, w34b, w35). The 1 open intent (17m old) is normal order flow β€” no fill does not indicate missed trade opportunity, just thin book or counterparty unavailable right now.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (maintains exactly-one-resting-bet invariant)","Fires on ETH/BTC price moves >1.5% (crypto-down thesis edge; adversarial stop-loss)","Fires on new aligned BinaryBet on book (taker leg of mission)","4h fallback (reasonable cadence for patient conviction, not sub-minute churn)","Zero LLM in loop, lightweight price-fetch checks, scalable"],"lacking":[],"suggestedChange":"No agent-script change needed. The fix is core SDK: patch armWatcher in sdk/scripts/wake-watch.js to prevent duplicate fires on the same trigger event (see issues, scope: core)."},"issues":[{"scope":"core","title":"armWatcher promise-drop causes duplicate wakes","detail":"w29b and w30 fired simultaneously (06-10 04:09:00) on the same intent-fill event, posting duplicate BTC-BELOW bets and violating 'exactly one resting bet' invariant. Core SDK bug in armWatcher; all agents using armWatcher are at risk. This is the same root cause as LP-Maker offline (919 min, armed=f","fix":"Debug and patch armWatcher in sdk/scripts/wake-watch.js: ensure fireWake() trigger is consumed atomically so only one wakeLoop iteration fires per trigger event. Verify promise handling does not double-fire on same condition."}],"assessment":"Bear-yosher's crypto-down conviction is executing correctly with 14 settled deals (11 with Mimic, -$0.36 PnL) and recovers cleanly from w29b/w30 duplicate-fire incident. Risk is platform-level: core SDK's armWatcher promise-drop remains unfixed and could re-trigger the invariant violation."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"9th consecutive null cycle β€” state remains byte-for-byte identical across all 9 runs: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens, settled_deals=not-indexed. No change whatsoever detected: no file timestamp delta, no config update, no process attempt, no on-chain activity. This agent has never been ","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"9 cycles of absolute null. Index-maker has never run: no wake script, no process, no token spend, no deals. This is a missing bootstrap, not a crash β€” the slot exists on the roster but the agent was never stood up.","rootCause":{"class":"structural","evidence":"wake_script_source=null (9 consecutive cycles), wakes=0, tokens_lifetime_usd=$0, armed=false, pidAlive=false, nextFallbackMin=null β€” identical across all recorded cycles; settled_deals='not-indexed' confirms no on-chain footprint"},"reasoningRead":"No reasoning to evaluate β€” agent has never executed a single wake. The mission (publish LONG IndexBasket intents + verified source to indexer) is well-scoped on paper, but it is entirely theoretical until initialization occurs.","wakeTriggers":["MISSING: no wake script exists (source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process ever started (pidAlive=false, wakes=0)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side counterparty to index-maker's LONG IndexBasket intents β€” the only natural taker in the fleet","available":"unknown health, likely same null/uniniti"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No fallback cadence defined","No process has ever been started"],"suggestedChange":"Bootstrap the agent: write current.ts implementing the IndexBasket intent authoring loop (price BTC+AAPL+NVDA, construct LONG basket intent, publish verified contract source to indexer, post one open intent at a time with appropriate TTL an"},"issues":[{"scope":"agent","title":"Agent never bootstrapped β€” no wake script, no process, no initialization","detail":"9 consecutive observer cycles confirm zero state change. wake_script_source=null means current.ts either doesn't exist or is empty. No process has ever started (wakes=0, pidAlive=false). The agent occupies a roster slot but has never operated.","fix":"Create current.ts for index-maker with: (1) oracle price fetch for BTC/AAPL/NVDA, (2) IndexBasket intent construction (LONG, cash-settled USDC), (3) verified contract source publication to indexer, (4) single open-intent-at-a-time guard, (5) hourly fallback cadence. Also confirm index-taker is initi"},{"scope":"agent","title":"Counterparty index-taker likely also uninitialized","detail":"index-taker shows health=unknown with no roster deal count, mirroring index-maker's null state. Even after index-maker bootstraps, deals won't form until index-taker is also live and auditing posted baskets.","fix":"Bootstrap both index-maker and index-taker together as a pair; verify index-taker's audit-custom flow against index-maker's published verified source before declaring the market live."}],"assessment":"9 cycles of absolute null. Index-maker has never run: no wake script, no process, no token spend, no deals. This is a missing bootstrap, not a crash β€” the slot exists on the roster but the agent was never stood up."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"9th consecutive cycle of identical null state: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No change since cycle 8. Index-maker remains health='unknown' with no IndexBasket intents appearing on-chain (absent from fleet focus areas, no on-chain activity surfaced). Dependency theory holds for 9 cycle","badge":"AWAITING DEPENDENCY","confidence":"high","bottomLine":"Zero change across 9 cycles β€” $0 lifetime spend, 0 wakes. Index-maker (health=unknown, also null-state) has never posted a LONG IndexBasket intent, so index-taker's fail-closed design correctly keeps it fully dormant. No intake trigger has ever fired.","rootCause":{"class":"counterparty-starved","evidence":"Index-maker health=unknown, 0 settled deals, no IndexBasket intents observed on-chain across 9 observer cycles; index-taker's wake condition (presence of a LONG IndexBasket intent) has never been satisfied"},"reasoningRead":"Unmeasurable β€” wake_script_source=null means reasoning quality cannot be assessed. The fail-closed design (only act on ACCEPT after audit) is architecturally sound, but the agent has never executed a single cycle.","wakeTriggers":["MISSING: no wake script loaded β€” source is null, trigger logic unknown/undeployed","Expected: new LONG IndexBasket intent posted on-chain by index-maker"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole intended counterparty β€” posts the LONG side index-taker takes SHORT","available":"health=unknown, null state, 0 activity a"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null); additionally, no IndexBasket intents have appeared on-chain to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher deployed at all","No fallback timer (nextFallbackMin=null) means agent cannot self-recover or even confirm liveness"],"suggestedChange":"Deploy the wake script: poll for open LONG IndexBasket intents on-chain; fire when one appears. Add a periodic fallback (e.g. 120 min) so the agent can confirm index-maker is still absent rather than staying permanently dark."},"issues":[{"scope":"agent","title":"Wake script never deployed","detail":"wake_script_source=null for 9 consecutive cycles. The agent cannot respond to any on-chain event. If index-maker were to post an IndexBasket intent today, index-taker would not see it.","fix":"Deploy current.ts with an on-chain IndexBasket intent poller and a fallback timer. This is a prerequisite for any live activity."},{"scope":"agent","title":"Dependency on index-maker blocks all activity","detail":"Index-maker has 0 lifetime activity and health=unknown across 9 cycles. Index-taker's entire mission is gated on a counterparty that has never operated.","fix":"Coordinate index-maker deployment first; index-taker is correctly dormant until that unblocks. No fix needed on index-taker's logic β€” fix the sequencing."}],"assessment":"Zero change across 9 cycles β€” $0 lifetime spend, 0 wakes. Index-maker (health=unknown, also null-state) has never posted a LONG IndexBasket intent, so index-taker's fail-closed design correctly keeps it fully dormant. No intake trigger has ever fired."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":314,"msgs":6946,"total":428363305,"totalUsd":249.17,"w5":124504547,"w5Usd":77.22,"w5PctPool":49.8,"w7":428363305,"w7Usd":249.17,"w7PctPool":17.8,"w5Son":111391976,"w7Son":344186356,"hourly":[6.02,18.89,22.23,12.63,17.45,11.96,11.33,15.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.52,2.24],"lastWake":{"ts":"2026-06-10T16:32:10.291Z","tokens":1090338,"usd":0.22,"msgs":23}},"onchain":{"deals":87,"openIntents":9,"balanceUsd":743.76,"realizedPnl":6.77,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":482,"wakes":50,"firstWakeMs":1781018900000,"lastWakeMs":1781108820000,"ageMin":24,"lastWhy":"Cluster expiry handling. sNVDA tightness. SSV ask duplicate. Tighter spreads now oracle calm (base-skew floored at 8bps ","repeatWakes":48,"avgGapMin":31,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781109829441,"watching":"#1034 sMSFT bid expiry ~16:25 UTC | ETH<1648/BTC<62200/SSV>2.085/SSV<2.062/sNVDA<202.60 guards | new fillable intent | 30min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fully recovered from the 931-min offline gap β€” active since before 06-10T14:45, now at w65-68, 86 settled deals, $83.36/5h. pidAlive=false is normal for this watcher: the Node watch-loop arms the deadline then exits; armed=true + nextFallbackMin=20 confirms the daemon is holding the alarm correctly. 10/12 quotes live (missing ETH ask and BTC ask β€” $0.25 and ","badge":"LIVE, SESSION COLLISIONS","confidence":"high","bottomLine":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug.","rootCause":{"class":"structural","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'. w65: 'Concurrent session spawned duplicates requiring...'. Counterparties a"},"reasoningRead":"Sound and on-mission. The agent correctly skips ETH/BTC asks at $0.25/$0.33 inventory (thin enough to be a free option risk), applies per-quote price guards, and rebuilds the book after expiry clusters. The concurrent-session churn is a platform-level race condition, not bad reasoning β€” the agent's response (rebuild and continue) is correct. One subtle issue: the SSV inversion guard fired at w65 m","wakeTriggers":["Price inversion guard: per-quote thresholds for SSV/ETH/BTC/sAAPL/sNVDA/sMSFT bids and asks","Expiry guard: fires 5 min before #1023 sMSFT ask (1781107440 epoch)","New fillable swap intent matching HOLD set","30-min fallback (nextFallbackMin=20 remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent filler (7+ deals) β€” latency arb on oracle lag exactly consumes LP quotes","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"yes","why":"8+ deals β€” takes mispriced LP quotes as part of its mandate","available":"health=ok, recently crashed but prior bu"},{"agent":"rebalancer-lior","fit":"yes","why":"5+ deals β€” DCA swaps land directly on LP quotes; persistent buyer","available":"health=ok, active (though 7 USDC BTC buy"},{"agent":"0xBd6a…9863","fit":"yes","why":"5 settled deals β€” external wallet, reliable taker","available":"external, unmonitored"},{"agent":"0x5F79…CB6D","fit":"yes","why":"3 settled deals β€” external wallet","available":"external, unmonitored"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps mission β€” could take LP quotes, but only 1 deal lifetime","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” the agent is actively filling incoming intents and its 4 reliable counterparties are taking quotes. The watcher fires on new fillable intents, so responsive to demand. ETH/BTC ask gaps mean some arb opportunities on those legs are structurally unavailable until inventory replenishes.","wakeScript":{"wellReasonedForMission":true,"good":["Per-quote price guards (10 thresholds) fire before inversion, not after β€” LP cannot be picked off without a wake","Expiry guard fires 5 min early on soonest intent (#1023) β€” prevents silent book decay","New fillable intent scan with HOLD-set filter β€” responsive to taker demand","30-min fallback is appropriate cadence for a maker maintaining live quotes","pidAlive=false is correct: Node process exits after arming; daemon holds alarm"],"lacking":["No guard for when ETH/BTC inventory recovers enough to post missing asks β€” LP stays at 10/12 silently until next fallback fires","Price guard thresholds are hardcoded to w68 quote prices β€” after a book rebuild (w67/w68 concurrent collision) the new quote IDs/prices are baked in, but stale "],"suggestedChange":"Add an inventory-recovery guard: if ETH > 0.5 or BTC > 0.005 (posting threshold), fireWake('ETH/BTC inventory recovered β€” post missing asks'). This closes the gap where the LP sits at 10/12 for up to 30 min after inventory replenishes."},"issues":[{"scope":"core","title":"Concurrent session collisions causing book churn and gas waste","detail":"w67: full book rebuild, 10 txns, ~$2 gas. w68: 4 intended intents cancelled mid-flight by a parallel session. w65: duplicate spawned by ETH inversion guard firing while another session was active. The watcher fires a new Node process while the previous session's on-chain txns are still pending β€” the","fix":"SDK: add a session-lock (e.g. advisory file lock on /agent/data/wake/session.lock) so a new wake process exits immediately if a prior session is still running. The fallback will retry; the book stays stable."},{"scope":"agent","title":"ETH/BTC ask gap β€” no recovery trigger","detail":"ETH inventory $0.25, BTC $0.33 β€” both below posting threshold. LP correctly skips asks, but has no trigger to post them once inventory replenishes (e.g. after Arb-Hunter fills a bid). Gap can persist up to 30 min.","fix":"Add inventory-threshold guard in wake-script (see suggestedChange above). Threshold values should come from the agent's own posting-floor config, not magic numbers."},{"scope":"agent","title":"Hardcoded quote prices/IDs in wake-script become stale after rebuilds","detail":"Current wake-script bakes in w68 quote IDs (#1040, #1041, etc.) and their exact prices. After a concurrent-session rebuild (w67/w68), new IDs are posted at slightly different prices β€” the old thresholds may be off by a few bps until the next wake rewrites the script.","fix":"Minor: wake-script should derive inversion thresholds from a stored config file (e.g. /agent/data/wake/quotes.json written each wake) rather than inline constants, so a rebuild automatically updates them."}],"assessment":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug."},"overBudget":{"pct":49.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":7,"msgs":125,"total":7029250,"totalUsd":1.49,"w5":2579621,"w5Usd":0.49,"w5PctPool":1,"w7":7029250,"w7Usd":1.49,"w7PctPool":0.3,"w5Son":0,"w7Son":0,"hourly":[0,0,0.31,0.19,0,0,0,0.24,0,0,0,0,0.18,0.22,0.19,0,0,0,0,0.17,0,0,0,0],"lastWake":{"ts":"2026-06-10T13:55:25.889Z","tokens":1641465,"usd":0.31,"msgs":26}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":376,"wakes":63,"firstWakeMs":1780927020000,"lastWakeMs":1781100240000,"ageMin":167,"lastWhy":"Board empty of binary flow. No β‰₯3pp taker-edge opportunity. One deliberate move rule enforced.","repeatWakes":51,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781110846278,"watching":"new BinaryBet appears on book (or 45 min fallback to re-scan)","armed":true,"nextFallbackMin":10}},"verdict":{"summary":"Previously: watcher fired correctly on Intent #869 (BTC>$63.5k, +42pp edge, deal 93); Bear's newest bet had not yet been acted on. This cycle: Bear-Yosher has crashed (armed=false/pidAlive=false) β€” the source of 14/14 tracked BinaryBet settlements. Mimic's 6 in-flight deals are safe (on-chain, oracle-settled, Bear's liveness irrelevant to resolution). Board ","badge":"WAITING, COUNTERPARTY DOWN","confidence":"high","bottomLine":"Mimic is alive and well-behaved (armed=true, pidAlive=true, 22-min fallback) but Bear-Yosher's crash has eliminated ~100% of its BinaryBet supply. The 6 in-flight deals settle on-chain regardless; after that, Mimic has no source of new binary flow and will idle at 45-min fallback cycles until Bear restarts or another agent posts BinaryBets.","rootCause":{"class":"counterparty-starved","evidence":"14 of 14 BinaryBet settled deals are with Bear-Yosher; 1 custom deal also with Bear-Yosher; 0 settled deals with any other agent. Bear crashed 272+ min ago. Book confirmed empty of BinaryBets in wakes w54–w59."},"reasoningRead":"Sound and disciplined β€” wakes w54–w59 all correctly identify 'no BinaryBets / edge floor unmet' and hold capital. The problem is it is solving the right problem (wait for binary flow) in a market where that flow has disappeared. Not churn; genuinely waiting on an empty book.","wakeTriggers":["new BinaryBet intent appears on book (templateHash 0x09cd...)","45-min fallback re-scan","MISSING: no trigger for Bear-Yosher agent coming back online (though new-bet trigger covers this indirectly)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"sole historical BinaryBet supplier, 14/14 BinaryBet deals; crashed and not posting","available":"CRASHED β€” armed=false, pidAlive=false, 2"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission includes 'make a small-shade binary only' β€” could post BinaryBets Mimic could take","available":"2 settled deals, health unknown from dat"},{"agent":"option-writer-matheus","fit":"maybe","why":"writes options; mission mentions BinaryBet posting in one engine; 15 settled deals","available":"health unknown; not confirmed to post Bi"},{"agent":"arb-hunter-tom","fit":"no","why":"taker of near-decided binaries, not a poster β€” does not supply BinaryBet flow","available":"11 deals, health ok"}],"reliableCounterparties":0,"missedOpportunities":"none β€” wakes w54–w59 confirm no BinaryBets with β‰₯3pp edge on book. The book is genuinely empty; Mimic cannot act on intents that do not exist.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet by template hash β€” correct event for a copy-trader whose only action is to take/mirror binary bets","45-min fallback is appropriate cadence for a patient taker; no sub-minute polling","Zero-LLM watcher (pure book scan), correct use of newMatches() to detect net-new intents, not 'book non-empty'","Baseline snapshot on first iteration prevents false-fire on already-seen bets"],"lacking":["No awareness that Bear-Yosher (sole supplier) is offline β€” will idle silently at fallback cadence rather than alerting","Fallback at 45 min means up to 45-min delay detecting when Bear restarts and posts; could miss a short-lived posting window"],"suggestedChange":"Reduce fallback to 20 min while the board has been empty for N consecutive cycles, to react faster when Bear (or any binary poster) comes back online β€” cost is minimal given $0.49/5h burn."},"issues":[{"scope":"agent","title":"Near-100% counterparty concentration on Bear-Yosher","detail":"14/14 BinaryBet deals (100%) are with Bear-Yosher. When Bear crashes, Mimic's entire deal pipeline stops. $0.59 realized PnL at risk of stalling indefinitely.","fix":"Expand mission to also accept BinaryBets from polymarket-ljuba and option-writer-matheus if they post to the open book; watcher already covers this (template-hash scan is counterparty-agnostic), so this is a CLAUDE.md/decision-criteria change, not a watcher change."},{"scope":"agent","title":"Bear-Yosher crash kills binary market supply","detail":"Bear is the only active BinaryBet poster (0 open BinaryBets confirmed across wakes w54–w59). Until Bear restarts, the binary sub-market is frozen. Mimic, arb-hunter-tom, and polymarket-ljuba all depend on Bear-sourced binary flow.","fix":"Restart Bear-Yosher; investigate crash trigger (Step 1 notes 272-min downtime with 6 in-flight deals β€” check for OOM, assertion failure, or unhandled deal-settlement callback)."}],"assessment":"Mimic is alive and well-behaved (armed=true, pidAlive=true, 22-min fallback) but Bear-Yosher's crash has eliminated ~100% of its BinaryBet supply. The 6 in-flight deals settle on-chain regardless; after that, Mimic has no source of new binary flow and will idle at 45-min fallback cycles until Bear restarts or another agent posts BinaryBets."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":3,"msgs":67,"total":3064159,"totalUsd":1.2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3064159,"w7Usd":1.2,"w7PctPool":0.1,"w5Son":0,"w7Son":1602823,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.15,0.02,0],"lastWake":{"ts":"2026-06-09T22:59:52.897Z","tokens":799406,"usd":0.18,"msgs":17}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.42,"realizedPnl":-0.58,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":394,"wakes":16,"firstWakeMs":1780940859000,"lastWakeMs":1781098284000,"ageMin":200,"lastWhy":"Edge threshold unmet on both lookbacks. SSV is the persistent momentum leader but hasn't broken out by the required 2pp ","repeatWakes":15,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112986752,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":45}},"verdict":{"summary":"LP-Maker recovery (11 open intents, confirmed live) has removed the structural fill-side blocker that caused SSV intent failures #741/#745 pre-recovery. Since w16 (141 min ago, 13:31 UTC), no asset has cleared the 2pp relative-gap threshold β€” SSV remains the persistent near-leader but hasn't broken away. Agent is correctly dormant; watcher is armed and activ","badge":"FLAT MARKET WAIT","confidence":"high","bottomLine":"The 2pp filter has fired zero times since w16. Wakes w12–w16 consistently logged 'edge threshold unmet / declining together / no leadership separation' β€” the market is genuinely flat. LP-Maker is now live across all 6 assets, so the fill-side is no longer a blocker; the only missing ingredient is a price dislocation. Agent is operating correctly.","rootCause":{"class":"counterparty-starved","evidence":"Historical: intents #741/#745 failed pre-LP-recovery due to illiquidity (1h TTL on #741, then LP absent for #745). Current: LP-Maker now live (11 open intents, BTC/ETH/sNVDA/sAAPL/sMSFT/SSV), so the fill-side is open. The starve condition has resolved; agent is now simply waiting for market conditio"},"reasoningRead":"Sound and solving the right problem. W16 correctly identified SSV as persistent leader but applied the 2pp filter appropriately. Prior wakes (w12–w15) all logged the same disciplined conclusion β€” no threshold breach, no action. The agent is not churning or re-deriving the same failed move; it's correctly resting on a thin, choppy book.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns from live baseline (polled every 60s)","4h fallback (~17:31 UTC, 104 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only practical fill counterparty for delivered swaps across all 6 universe assets; 11 open intents live now","available":"ok β€” live, confirmed stable 90+ min"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swap intents occasionally (BTC buys), could cross if momentum fires on BTC β€” but Rebalancer is a taker not a maker","available":"ok β€” but 7 USDC intent below LP 12 USDC "}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Watcher polls every 60s; no gap event appears in logs between w16 and now. W12–W16 all confirmed threshold unmet. The near-miss is SSV, which has been the persistent leader but hasn't separated by 2pp β€” correct to filter, not a missed trade.","wakeScript":{"wellReasonedForMission":true,"good":["Measures the actual decision variable: relative gap between best and second-best return, not per-asset absolute move β€” exactly what the mission requires","Live baseline captured on first poll (not hardcoded from prior wake) β€” eliminates stale-snapshot false triggers","Full 6-asset universe including US equities (frozen pre-market-open, now open)","60s poll cadence appropriate for momentum β€” not sub-minute churn, not hourly stale","4h fallback ensures agent wakes regardless; zero-LLM in watcher; PID file enables clean kill"],"lacking":["No near-miss logging when gap is 1.5–2pp β€” SSV has been a persistent near-leader; logging this band would confirm threshold proximity without changing firing be","No LP availability pre-check before firing β€” minor now that LP is stable, but would avoid waking agent into a no-fill environment if LP drops again"],"suggestedChange":"Add a console.log line when gap is in the 1.5–2.0pp band (e.g., '[watcher] near-miss: gap=1.73pp leader=SSV') β€” zero behavior change, but gives the next wake's reasoning concrete evidence of how close the market came to triggering, rather t"},"issues":[{"scope":"agent","title":"Historical -$0.50 PnL from pre-LP-recovery TTL mismatch","detail":"Intents #741 (1h TTL, LP absent) and #745 (8h TTL, expired illiquid) both failed when LP was offline. The -$0.50 realized PnL traces to those two wasted attempts, not to mispricing.","fix":"No action needed β€” LP is now live. If LP drops again, the agent should detect no fill and not re-post blindly; consider checking LP health (open intents count) before posting rather than relying on TTL to absorb illiquidity."}],"assessment":"The 2pp filter has fired zero times since w16. Wakes w12–w16 consistently logged 'edge threshold unmet / declining together / no leadership separation' β€” the market is genuinely flat. LP-Maker is now live across all 6 assets, so the fill-side is no longer a blocker; the only missing ingredient is a price dislocation. Agent is operating correctly."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":1,"msgs":20,"total":784048,"totalUsd":0.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":784048,"w7Usd":0.15,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-08T14:37:56.855Z","tokens":784048,"usd":0.15,"msgs":20}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.48,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":379,"wakes":33,"firstWakeMs":1780995929000,"lastWakeMs":1781103389000,"ageMin":114,"lastWhy":"Wake 23 check β€” looking for new audited Option intents to evaluate","repeatWakes":17,"avgGapMin":81,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781180988666,"watching":"a new audited Option intent appears (or 20h fallback to settle/reassess)","armed":true,"nextFallbackMin":1179}},"verdict":{"summary":"dealId 100 is SETTLED β€” w22's InvalidDealState error confirms it was already settled before w22's attempt (clean, no double-settlement), and the $7.76 realized PnL proves the ETH put expired ITM (ETH closed below $1,631.46 within the 1.95h window, collateral $8.00 β†’ net ~$7.76 after premium). w23 (14:56, 55 min ago) found zero new audited Option intents; opt","badge":"SETTLED, SUPPLY DRY","confidence":"high","bottomLine":"dealId 100 settled profitably ($7.76 PnL, put expired ITM despite being 1% OTM at take); agent is correctly armed and idle. No new audited Options exist in the book as of w23 (14:56). The entire pipeline is gated on option-writer-matheus posting the next intent.","rootCause":{"class":"counterparty-starved","evidence":"0 audited Option intents found in w21/w22/w23 scans post-settlement; sole counterparty option-writer-matheus (15 deals, health ok) has not posted since dealId 100 was taken at 14:47"},"reasoningRead":"Sound, solving the right problem. The agent correctly identified cheap 2h optionality at $0.24 premium (0.24% of book, 1% OTM), took it, then monitored for settlement. The w22 collision (InvalidDealState) is a non-harmful timing artifact β€” deal was already settled, possibly by a parallel wake. No churn: 0 tokens burned in last 5h, 0 re-posts. The only gap is that w21's settlement watcher appears t","wakeTriggers":["new audited Option intent appears (templateHash 0xb3d66f4b... exact match via readOpenIntents)","2h fallback (nextFallbackMin=118)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option writer in the fleet using the audited template; 15 settled deals, health ok","available":"armed and ok but currently posting nothi"},{"agent":"polymarket-ljuba","fit":"no","why":"buys options, doesn't write them","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” zero audited Option intents in book since w20 take; nothing to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires only on NEW audited Options (exact templateHash match, newMatches pattern) β€” won't false-fire on stale book","2h fallback is appropriate for a patient, selective taker β€” no sub-minute poll waste","zero-LLM watcher; PID written for clean kill","100-intent scan covers realistic book depth"],"lacking":["settlement lifecycle not encoded in this script: when the agent holds an open deal near expiry, it overwrites current.ts with a transient settlement watcher (pe"],"suggestedChange":"Add an open-deal check at loop start: if a live option deal exists and expiry is within 10 min, fireWake('dealId X approaching expiry β€” settle') directly from this script, removing the need for a fragile transient watcher override."},"issues":[{"scope":"agent","title":"Settlement trigger relies on transient current.ts override","detail":"w21 re-armed a settlement watcher by overwriting current.ts; if that process crashes, the standard watcher (fires on new intents only) takes over with no settlement trigger. A missed settlement = full collateral forfeit for an ITM option.","fix":"Fold the settlement check into the primary watcher: at each loop iteration, check if an open option deal exists and is within N minutes of expiry β€” if yes, fireWake immediately without waiting for the fallback."},{"scope":"agent","title":"Single counterparty concentration","detail":"100% of option supply comes from option-writer-matheus. If that agent pauses (e.g. rotates to its 30% equity portfolio engine for a long stretch), option-taker-matheus goes indefinitely supply-dry with no fallback.","fix":"Agent CLAUDE.md: note that if supply-dry streaks exceed 3–4 wakes, it may be worth flagging to the fleet operator that option-writer-matheus should increase option posting cadence, or that a second Option writer should be introduced."}],"assessment":"dealId 100 settled profitably ($7.76 PnL, put expired ITM despite being 1% OTM at take); agent is correctly armed and idle. No new audited Options exist in the book as of w23 (14:56). The entire pipeline is gated on option-writer-matheus posting the next intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0.67,0.47,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":16,"openIntents":3,"balanceUsd":96.77,"realizedPnl":-11.23,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":379,"wakes":39,"firstWakeMs":1780947228000,"lastWakeMs":1781109015000,"ageMin":21,"lastWhy":"Portfolio mean-reversion targeting. sAAPL rank improved (βˆ’1.31% β†’ +0.27%), exiting per contrarian mandate; sMSFT rank wo","repeatWakes":1,"avgGapMin":71,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781114520999,"watching":"rotation intents 0x431 (sAAPL sell) or 0x432 (sMSFT buy) resolve, or 90-min fallback","armed":true,"nextFallbackMin":71}},"verdict":{"summary":"Prior: PUT 779 expired unfilled, sMSFT rotation stuck at 4 failed swaps (530/533/764/804), LP offline. New since last summary: LP came back live, agent fired w34–w38 in quick succession. At w34 (13:32), sMSFT buy 933 and sNVDA buy 936 posted β€” but by w35 (13:40) the agent self-canceled 933 (sMSFT) and 938 (sAAPL sell): drawdown hit -19.26%, 0.74% from the -2","badge":"DUAL HALT, WAITING","confidence":"high","bottomLine":"LP recovery did not unlock sMSFT rotation: the agent self-halted Engine 1 at w35 with drawdown at -19.26% (0.74% from the -20% stop). Engine 2 (options) also voluntarily paused after 7 consecutive unfilled puts. Both halts are correctly reasoned. The watcher is alive (armed=true, pidAlive=true, 132min fallback) but has no trigger to detect drawdown recovery β€” Engine 1 can only auto-resume on the 4h fallback, not when the book actually clears the threshold.","rootCause":{"class":"structural","evidence":"Engine 1: drawdown -19.26% at w35, halt threshold -20%; intents 933/938 self-canceled, 936 failed with no LP fill on sNVDA leg. Engine 2: 7 consecutive unfilled option intents (including 951 at w36 β€” collateral 8 USDC, premium 0.24 USDC, 60min accept window, no taker); Option-Taker-Matheus has 1 lif"},"reasoningRead":"Sound reasoning, correct problem. The agent correctly read the drawdown signal at w35 and didn't push through the threshold blind. The Engine 2 pause (w37–w38) is also disciplined β€” 'gas spend on additional option posts is irrational when 7 consecutive intents have failed' is the right call. No churn. Risk: the agent is solving a real constraint correctly but is now fully passive β€” both engines ha","wakeTriggers":[">1% ETH or BTC price move vs baseline (vol spike)","New kind=unknown intent with USDC↔USDC legs (option buyer proxy)","4h fallback (market close reassessment)","MISSING: drawdown recovery trigger β€” if book value rises above -20% threshold, Engine 1 should reassess; currently only a 4h fallback catches this"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only option buyer in fleet; settled 1 custom deal with this agent (the single lifetime deal)","available":"ok (1 deal lifetime, very thin)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Live with 11 open swap quotes; could fill sNVDA/sMSFT legs β€” but Engine 1 is self-halted on drawdown, not LP availability","available":"ok (live, $82.83/5h)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both trade stock tokens; rebalancer posts BTC buys (7 USDC, below LP 12 USDC floor) β€” no direct overlap on stock legs","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None measurable this cycle β€” both engines deliberately halted. LP went live but the sNVDA swap (936) still failed fill, suggesting LP's stock token coverage may not include sNVDA at sufficient depth. The agent could not have taken rebalancer-lior's BTC buy (7 USDC, below LP minimum) as a counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Vol spike trigger (>1% ETH/BTC) directly maps to Engine 2 re-entry condition β€” correct for options mission","Option buyer detection (kind=unknown, USDC↔USDC legs) is a reasonable proxy for the one counterparty class that matters","4h fallback covers market-close reassessment for Engine 1 (US hours 13:30–20:00 UTC); 132min remaining puts next wake ~18:00 UTC, still in session","Zero-LLM, polls every 60s, armed with pid β€” well-formed watcher"],"lacking":["No drawdown recovery trigger: Engine 1 can only auto-resume on the 4h timer, not when the portfolio actually clears -20% threshold mid-session","Option buyer heuristic (kind=unknown + USDC↔USDC) may produce false positives on non-option custom deals β€” no premium/collateral ratio check"],"suggestedChange":"Add drawdown check: read agents/option-writer-matheus/data/state.json at each poll, compute current book value vs initial, and fireWake('drawdown recovered above -20% threshold') when it clears β€” this lets Engine 1 re-engage intra-session w"},"issues":[{"scope":"agent","title":"Engine 1 has no intra-session recovery path","detail":"Drawdown halt (-19.26%) is correct, but the watcher only has a 4h timer fallback for reassessment. If the portfolio recovers above the -20% threshold mid-session (e.g. via a settled swap or price move), Engine 1 stays dark until the timer fires.","fix":"Add state.json drawdown read to watcher loop; fireWake when book_value/initial_book > 0.80."},{"scope":"agent","title":"Wake timestamp anomaly: w37 (13:35) logged before w36 (14:00)","detail":"Recent wakes list shows w37 at 13:35 UTC and w36 at 14:00 UTC β€” wake numbers and timestamps are inverted. Either logging writes wake number after execution, or two wakes fired nearly simultaneously. If the latter, state.json may have been written twice concurrently.","fix":"Investigate wake numbering logic in SDK; confirm state.json has consistent single-writer semantics."},{"scope":"core","title":"Option market has no active buyers β€” fleet-level starvation","detail":"Option-Taker-Matheus has 1 lifetime deal. Intent 951 (ETH put, 8 USDC collateral, 3% premium) found zero takers in 60min. This is not option-writer's fault β€” the option sleeve is correctly sized and priced, but the fleet has no liquid option demand.","fix":"Fleet move: recruit or configure a second option-taker agent, or lower the acceptance threshold in option-taker's CLAUDE.md to trigger on more put writes."}],"assessment":"LP recovery did not unlock sMSFT rotation: the agent self-halted Engine 1 at w35 with drawdown at -19.26% (0.74% from the -20% stop). Engine 2 (options) also voluntarily paused after 7 consecutive unfilled puts. Both halts are correctly reasoned. The watcher is alive (armed=true, pidAlive=true, 132min fallback) but has no trigger to detect drawdown recovery β€” Engine 1 can only auto-resume on the 4h fallback, not when the book actually clears the threshold."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0,0.16,0,0.34,0.15,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.09,"realizedPnl":0.83,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":376,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":172,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1629}},"verdict":{"summary":"Holds 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon). w19–w26 all 'no misprice' β€” not churn, correct convergence behavior. w26 approved sAAPL (tx 0xf1458336) ahead of exit. Bear-yosher crash (primary binary intent source) has thinned the tertiary trigger; however option-writer-matheus (ok, 15 deals) remains an activ","badge":"HOLDING SAPL","confidence":"high","bottomLine":"Agent is in a legitimate quiet hold: 0 tokens/5h burn, watcher armed with a well-tiered trigger hierarchy (horizon > price > new intents). Bear-yosher's crash removes the primary source of new binary intents, weakening the tertiary trigger, but option-writer-matheus is still writing options and the sAAPL exit triggers dominate the near-term action calendar (Jun12 20:00 UTC fallback in 1688 min).","rootCause":{"class":"structural","evidence":"Bear-yosher (primary BinaryBet poster, 17 deals, now armed=false/pidAlive=false) contributed the majority of new binary intents that would fire polymarket-ljuba's tertiary trigger. Vulture-andrew also crashed (0 open_intents). Remaining sources: option-writer-matheus (active, ok) and possibly mimic-"},"reasoningRead":"Sound and solving the right problem. The agent is not re-deriving cold each wake β€” it consistently notes edge erosion to 1.5–3.1% from distribution convergence, which is the correct framing for an option/binary hold nearing expiry. The preemptive sAAPL approval (w26) was forward-looking maintenance, not a trade. No evidence of churn.","wakeTriggers":["sAAPL oracle <= $277.34 (stop, -4%)","sAAPL oracle >= $303.75 (forward, +4.8%)","sAAPL horizon expiry: nowTs >= 1781294400 (Jun12 20:00 UTC)","New binary/option intent detected on book (delta vs lastWakeBets set)","Fallback: Jun11 20:00 UTC = ~1688 min (24h before expiry, to assess exit makers)","WEAKENED: binary-intent trigger now starved β€” bear-yosher crashed, vulture-andrew crashed; only option-writer-matheus remains as a reliable new-intent source"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes new ETH/BTC/stock options β€” primary remaining source of option intents polymarket-ljuba can evaluate vs Polymarket distribution","available":"ok, 15 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binary bets, but mission is to mirror bear-yosher; autonomous bet output likely reduced with bear-yosher down","available":"ok, 16 deals, armed"},{"agent":"bear-yosher","fit":"yes","why":"Was the dominant binary intent poster (17 deals); crash directly starves polymarket-ljuba's tertiary trigger","available":"CRASHED: armed=false, pidAlive=false, 27"},{"agent":"lp-maker-matheus","fit":"yes","why":"Needed as the exit swap maker for sAAPL; 11 open intents, confirmed live","available":"ok, $82.83/5h, dominant market maker"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Bear-yosher's 6 in-flight BinaryBet deals are settled/in-flight positions, not open intents polymarket-ljuba can take. The watcher's delta-only scan would have caught any newly posted binary/option intents. With bear-yosher and vulture-andrew both crashed, the open intent book has thinned β€” the agent correctly found nothing actionable across w19–w26.","wakeScript":{"wellReasonedForMission":true,"good":["Three-tier priority is correct for a position holder: horizon expiry > price stop/forward > new taker opportunities","Fallback at Jun11 20:00 UTC (24h before expiry) is mission-correct: gives the agent time to find exit swap makers before horizon closes","Delta-only intent scan avoids re-firing on stale intents β€” prevents false wakes and token waste","horizonTs loaded from state.json with hardcoded fallback β€” robust to state corruption","60s poll interval is appropriate; not sub-minute, well inside the action time window"],"lacking":["No oracle-drift re-evaluation trigger: if sAAPL moves 1–2% without hitting stop/forward, existing open binary/option intents on the book could become newly misp","Tertiary trigger is now structurally weakened by bear-yosher/vulture-andrew crashes β€” no compensating mechanism (e.g., a shorter re-eval fallback)"],"suggestedChange":"Add a re-evaluation tick when oracle price changes >1% since last wake, checking existing open binary/option intents against updated Polymarket distribution β€” this recovers the taker opportunity that delta-only scanning misses when the book"},"issues":[{"scope":"agent","title":"Bear-yosher crash starves polymarket-ljuba's tertiary trigger","detail":"Bear-yosher (primary BinaryBet poster) is crashed at 272 min with armed=false/pidAlive=false. Polymarket-ljuba's binary-intent delta trigger depends on new bets appearing β€” with bear-yosher down, this trigger is largely inert. Option-writer-matheus remains the only reliable option-intent source.","fix":"Prioritize bear-yosher crash recovery; its 6 in-flight BinaryBet deals need a live agent managing them, and its restart would restore polymarket-ljuba's taker signal."},{"scope":"agent","title":"No oracle-drift re-evaluation for existing open intents","detail":"The watcher only fires on NEW intents. If sAAPL or BTC/ETH prices drift significantly between wakes, existing open binary/option intents may become mispriced vs Polymarket but the agent won't re-evaluate them until a new intent appears or the fallback fires (1688 min).","fix":"Add a fireWake trigger when oracle price changes >X% since last recorded snapshot, to force re-evaluation of the existing open intent book."}],"assessment":"Agent is in a legitimate quiet hold: 0 tokens/5h burn, watcher armed with a well-tiered trigger hierarchy (horizon > price > new intents). Bear-yosher's crash removes the primary source of new binary intents, weakening the tertiary trigger, but option-writer-matheus is still writing options and the sAAPL exit triggers dominate the near-term action calendar (Jun12 20:00 UTC fallback in 1688 min)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":1381884,"w5Usd":1.09,"w5PctPool":0.6,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":1381884,"w7Son":1381884,"hourly":[0,0,1.09,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":99.19,"realizedPnl":-0.8,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":482,"wakes":43,"firstWakeMs":1780939200000,"lastWakeMs":1781106146000,"ageMin":69,"lastWhy":"BTC -7.0pp is most underweight leg. No favorable takes available. ETH -4.2pp will be next action once #1053 resolves.","repeatWakes":39,"avgGapMin":66,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781121600000,"watching":"#1053 BTC resolves (fill/expire ~16:42 UTC) or stock close 20:00 UTC","armed":true,"nextFallbackMin":189}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,3.56,0.06,0,0,0,0,0,0,0,0.7,0,0.21,0.24,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":291,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":184,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":3,"msgs":73,"total":3525512,"totalUsd":1.02,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3525512,"w7Usd":1.02,"w7PctPool":0.1,"w5Son":0,"w7Son":779469,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0],"lastWake":{"ts":"2026-06-09T17:53:12.112Z","tokens":737999,"usd":0.15,"msgs":17}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":100.36,"realizedPnl":0.36,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":482,"wakes":19,"firstWakeMs":1780924988000,"lastWakeMs":1781105507000,"ageMin":79,"lastWhy":"Only actionable signal is SSV sell-strength, which requires owning SSV to post/fill. No buy-dip on any asset. USDC buffe","repeatWakes":11,"avgGapMin":167,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781112660000,"watching":"buy-dip β‰₯1.5% on any asset (fallback 17:31 UTC)","armed":true,"nextFallbackMin":40}},"verdict":{"summary":"No buy-dip has crossed β‰₯1.5% since w19 (13:31 UTC); w20 (15:31 UTC) confirmed same β€” SSV sell-strength still blocked by zero position, sNVDA doubly blocked (zero position + market hours). Key change since last summary: LP-Maker is now confirmed live with 11 open intents across all 6 watched assets, so if a dip fires, swing-nikita now has a viable counterpart","badge":"WAITING CORRECTLY","confidence":"high","bottomLine":"Swing-nikita is behaving correctly: 19 wakes, 0 trades since w11, $100.18 portfolio, zero 5h burn β€” it's patient, not broken. The only structural gap is that both sell signals (sNVDA/SSV) are permanently blocked until a buy-dip fires first, and no buy-dip >1.5% has materialized. LP-Maker's return resolves the fillability problem that killed the w12 SSV intent; the market just hasn't given swing-nikita a trigger yet.","rootCause":{"class":"structural","evidence":"SSV trigger level = 2.01 Γ— 0.985 = 1.9799; last w20 oracle read showed SSV above that. sNVDA/SSV sell-strength requires non-zero position β€” agent has 0 in both. 3 lifetime settled deals, all pre-w12; no deal since book went thin."},"reasoningRead":"Sound and correctly solving the right problem. Each wake correctly identifies the exact blocking condition (zero position, market hours, no dip threshold breach) and declines to act. No false positives, no churn, no re-posting of unfillable intents since w13. The one caveat: sell-strength signals on sNVDA/SSV will remain permanently theoretical until a buy-dip fires to build inventory β€” the agent ","wakeTriggers":["Oracle price crosses trailing_avg Γ— 0.985 on any of BTC/ETH/SSV/sAAPL/sNVDA/sMSFT (60s poll)","Hard fallback: 17:31 UTC (~99 min)","MISSING: no sell-strength trigger β€” if a buy-dip fires and swing-nikita acquires a position, the watcher won't proactively fire for sell-strength; relies on nex"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Has open quotes on all 6 watched assets; would fill buy-dip swaps at oracle mid","available":"LIVE β€” 11 open intents confirmed, $82.83"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA buyer posting small BTC slices; could cross a buy-dip intent but 7 USDC floor mismatch ongoing","available":"Armed, but persistent 7 USDC config bug "},{"agent":"momentum-nikita","fit":"maybe","why":"Concentrates into strongest mover; could be counterparty if swing-nikita's sell aligns with momentum buy","available":"ok, 1 settled deal"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher polls oracle every 60s and no fireWake has triggered since w19 (13:31 UTC, ~122 min ago). No verifiable dip >1.5% on any watched asset. LP-Maker's recovery doesn't itself create a dip signal; it only restores fillability if one occurs.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the exact condition the agent acts on: buy-dip β‰₯1.5% below per-asset trailing avg","60s poll cadence β€” appropriate for a dislocation hunter (not sub-minute noise, not multi-hour lag)","Zero-LLM, deterministic threshold math; can't false-fire on 'book non-empty'","2h hard fallback ensures the agent re-evaluates trailing averages even if no dip fires"],"lacking":["TRAILING averages are hardcoded at arm time (w20, 15:31 UTC) and stay static for up to 2h β€” if oracle prices drift materially before the 17:31 fallback, trigger","No sell-strength trigger β€” after a successful buy-dip, the watcher won't fire proactively to sell the acquired position"],"suggestedChange":"Compute trailing averages fresh each poll iteration from oracle (or use a rolling window from the price feed) rather than snapshotting at arm time β€” eliminates up to 2h of trigger drift with zero cadence or structure change."},"issues":[{"scope":"agent","title":"TRAILING averages stale up to 2h","detail":"Averages are snapshot at wake time and held fixed until next wake or fallback. A 2% price drift over 90 min could make the β‰₯1.5% threshold miss or false-trigger.","fix":"Fetch fresh oracle prices each loop iteration and compute trailing_avg as a rolling mean (e.g. EMA or last-N-reads average) rather than a one-time snapshot in the wake script header."},{"scope":"agent","title":"Sell-strength permanently blocked β€” not escalated as a mission constraint","detail":"sNVDA/SSV sell signals have appeared in every wake since at least w14 but will never execute until a buy-dip fires to build inventory. The agent correctly declines to act but doesn't flag this as a structural dead-end in its reasoning output.","fix":"Low priority given correct behavior, but mission CLAUDE.md could note: 'sell-strength signals are latent until inventory exists; if no buy-dip fires in N wakes, re-evaluate asset list or threshold.'"}],"assessment":"Swing-nikita is behaving correctly: 19 wakes, 0 trades since w11, $100.18 portfolio, zero 5h burn β€” it's patient, not broken. The only structural gap is that both sell signals (sNVDA/SSV) are permanently blocked until a buy-dip fires first, and no buy-dip >1.5% has materialized. LP-Maker's return resolves the fillability problem that killed the w12 SSV intent; the market just hasn't given swing-nikita a trigger yet."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":11463959,"w5Usd":6.91,"w5PctPool":4.6,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":9964167,"w7Son":80424758,"hourly":[0,0,6.03,0.87,0,3.75,3.58,15.45,10.37,0.24,0,0,2.26,0.89,0.7,1.23,0.1,1.46,0,0.51,0.52,0.51,0.11,0],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":98.4,"realizedPnl":-1.59,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":138,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":135,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP recovery unblocked vulture immediately: rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (13:47) as deals 98/99, +$0.28 edge β€” confirming LP was the binding constraint. Bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% remain open; LP does not take bait sells (it's a neutral maker, not a directional taker), so fills depend on momentum/swin","badge":"FILLING POST-LP-RECOVERY","confidence":"high","bottomLine":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture.","rootCause":{"class":"counterparty-starved","evidence":"9 of 11 recent settled deals ↔ LP-Maker-Matheus; rebalance buys 935/932 settled instantly once LP returned (w63 13:47); bait sells 874/875/876 require directional takers not LP β€” momentum/swing/stacker live but haven't crossed yet this cycle"},"reasoningRead":"Sound and solving the right problem. w63 correctly posted rebalance buys immediately on LP recovery and captured +$0.28 instantly. w64 correctly pruned 950 (eroded to 0.36% below 0.5% floor) and 941 (stale after 0.31% oracle drift). Bait sell hold decision (β‰₯1% with longer TTL vs rivals at 1% floor) is quantitatively justified per playbook. No churn detected.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","check-my-quotes: cancelCmds.length > 0 (erosion/undercut)","pre-expiry: ~5 min before soonest intent expiry","hard fallback: 2h (117 min remaining)","MISSING: no immediate trigger when LP posts a matching quote β€” relies on 30s poll cycle, so LP quote arrival can lag up to 30s before vulture fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9/11 recent deals); fills rebalance buys instantly on return β€” confirmed deals 98/99","available":"active, woke 18 min ago, 8 open quotes"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary swap counterparty, 3/11 recent settled deals β€” unknown agent but reliably active","available":"active (recent deal history)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if these are the strongest movers this wake; directional taker","available":"pidAlive=true, woke 18 min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take vulture's bait sells if asset stretched above trailing avg","available":"pidAlive=true, active at market open"},{"agent":"stacker-massimo","fit":"no","why":"Only buys sNVDA at 0.50 USDC/wake β€” lot size too small for vulture's bait sells","available":"fired, now armed=false"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced swaps on fast CEX feed; could cross vulture's bait sells if oracle lags","available":"7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"None. w57–w62 correctly report no takeable edges β‰₯1%. Watcher can see the book via scan-edges (measurable). Honeypot pre-seed (779/836/869) prevents false positives. Hold decisions in w57/w60/w61 are correct per playbook.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% via scan-edges β€” directly aligned with vulture's pick-off mission","check-my-quotes erosion/undercut trigger prevents free pick-off of stale quotes","Pre-expiry trigger (~5 min before soonest expiry) protects against TTL-lapse waste","seenEdgeIds pre-seeded with confirmed honeypots (779/836/869) β€” zero-LLM guard","30s poll cadence + 2h hard fallback β€” appropriate for opportunistic agent"],"lacking":["30s poll means up to 30s lag between LP posting a matching quote and vulture firing β€” suboptimal for competitive fill race","No explicit LP-quote-arrival event trigger; relies on scan-edges polling rather than reactive signal"],"suggestedChange":"Add a lightweight LP-quote monitor: check if LP's open quotes include any asset vulture holds in rebalance deficit, and fire immediately if a match appears β€” closes the 30s lag window that could cost fills in a competitive market-open envir"},"issues":[{"scope":"agent","title":"[object Object] logging in wake descriptions","detail":"w59, w61, w62, w63, w64 all show '[object Object]' in the wake log summary line β€” an object is being string-interpolated without .toString() or JSON.stringify(). Degrades historical analysis readability.","fix":"Find the wake-log string concatenation where the state/result object is interpolated and replace with JSON.stringify(obj) or obj.summary / obj.action fields."},{"scope":"agent","title":"Realized PnL -$1.20 on 34 deals at 15.1% pool spend ($22.82/5h)","detail":"34 deals with $55.43 lifetime token cost and -$1.20 realized PnL means edge capture is not yet covering LLM costs. The +$0.28 from deals 98/99 is directionally correct but the rate needs to accelerate now LP is live.","fix":"Monitor PnL-per-deal over next 5 wakes with LP active; if bait sells remain unfilled >60 min into market-open epoch, lower bait floor from 1% to 0.75% to attract momentum/swing flow."}],"assessment":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture."}}],"unattributed":{"sessions":944,"tokens":143353394,"usd":74.54,"w5":7605534,"w5Usd":4.11,"hourly":[1.26,1.28,0.56,1.01,0,2.44,2,1.65,1.71,1.39,1.23,3.26,2.06,4.2,3.05,2.12,1.48,3.16,1.71,0.58,0.56,0.71,0.09,0.15]},"boardOverhead":{"sessions":1559,"tokens":33070924,"usd":68.94,"w5":2957523,"w5Usd":6.4,"hourly":[1.24,1.08,1.38,1.15,1.55,1.21,1.34,1.02,0.86,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64,0.76]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":845724889,"grandUsd":503.68,"grandSessions":3033,"attributedTokens":669300571,"unattributedTokens":143353394,"boardTokens":33070924,"reassembledTokens":845724889,"tokensBalance":true,"attributionPct":82.4,"multiMatchSessions":110,"sessionsScanned":2482,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":36956,"dedupedMsgs":15445,"rawTokens":1926995713,"dedupedTokens":845724889,"dupRatio":2.279}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T16:51:21.696Z","swarm":{"headline":"LP LIVE, BINARY DARK","funnel":{"posted":1059,"settled":115,"conversionPct":10.9,"byTemplate":{"Swap":"dominant β€” LP-Maker-Matheus 86 settled deals; arb-hunter 11; rebalancer/vulture/stacker contributing; 11 open quotes","BinaryBet":"20 total (14 settled + 6 live in-flight Bear↔Mimic); market frozen, Bear crashed 272+ min","Option":"15+ settled (writer↔taker); supply dry post-deal 100, writer in dual halt","IndexBasket":"0 β€” index-maker never initialized, 9 cycles; index-taker permanently starved","Perpetual":"1 open (external 0xF57a…9444, 4165m TTL)"}},"liquidityMap":[{"market":"Swap","flow":"LP-Maker-Matheus ⇄ {0xBd6a, 0x5F79, Arb-Hunter-Tom, Rebalancer-Lior, Vulture-Andrew, Stacker-Massimo}","status":"LIVE β€” 11 open quotes BTC/ETH/sNVDA/sAAPL/sMSFT/SSV; 86 settled deals; concurren"},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"FROZEN β€” Bear crashed (armed=false/pidAlive=false, 272+ min); 6 in-flight deals "},{"market":"Option","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"DRY β€” deal 100 settled (taker +$7.76 PnL); writer in dual halt (drawdown -19.26%"},{"market":"IndexBasket","flow":"Index-Maker (uninitialized) β†’ Index-Taker","status":"DEAD β€” index-maker wake_script_source=null, 0 wakes, $0 tokens across 9 cycles; "}],"causalLinks":[{"cause":"Bear-Yosher crashed (armed=false/pidAlive=false, 272+ min)","effect":"BinaryBet market fully frozen; Mimic-Ljuba drops from 1 to 0 reliable counterparties; Arb-Hunter-Tom binary fills blocke","evidence":"14/14 Mimic settled deals ↔ Bear-Yosher; arb-hunter 0/11 binary fills lifetime; Mimic reliableCounterparties=0 this cycle; book confirmed empty of BinaryBets wakes w54–w59"},{"cause":"Rebalancer-Lior posts 7 USDC BTC lots below LP-Maker minimum floor (12 USDC)","effect":"5 consecutive expired BTC intents (#777, #831, #887, current open ~36m TTL at observation); agent misdiagnoses blocker a","evidence":"LP minimum=12 USDC confirmed; all intents at 7 USDC; w23 rationale: 'LP may come alive at this lower oracle' (incorrect); #777 expired, #831 expired, #887 near-certainly expired"},{"cause":"LP-Maker watcher Node loop fires concurrent sessions without deduplication","effect":"Intents 1012/1013/1014 cancelled mid-session (w68); full book rebuild at ~$2 gas each (w67, 10 txns); ETH ask and BTC as","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns. Gas ~$2'; w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent sessio"},{"cause":"Index-Maker never initialized (wake_script_source=null, 9 consecutive cycles)","effect":"Index-Taker wake condition (LONG IndexBasket intent present) has never been satisfied; both agents occupy board slots wi","evidence":"9 cycles: both agents armed=false, pidAlive=false, wakes=0, tokens_lifetime_usd=$0; index-taker settled_deals='not-indexed'"},{"cause":"Option-Writer-Matheus dual halt: drawdown -19.26% (threshold -20%) + 7 consecutive unfilled option intents","effect":"Option supply dry; Option-Taker-Matheus armed (nextFallbackMin=105) but no intents to fill β€” market cleared once (deal 1","evidence":"w35: drawdown hit -19.26%, intents 933/938 self-canceled; 7 unfilled options including #951 (8 USDC collateral, 0.24 premium, 60min window, no taker); option-taker w23 (14:56): 0 audited Option intent"}],"insights":[{"severity":"critical","title":"Bear-Yosher crashed β€” BinaryBet market dark 272+ min","detail":"Bear-Yosher armed=false/pidAlive=false, 6 live in-flight deals (safe, oracle-resolved independently). Mimic-Ljuba is armed and waiting but has 0 reliable counterparties β€” it can't post new bets without a counter-side. Arb-Hunter-Tom has 0 binary fills in 11 lifetime settled deals; Bear's absence means that remains 0.","evidence":"Bear watcher: armed=false, pidAlive=false; 6 live Bear↔Mimic deals; Mimic reliableCounterparties=0; arb-hunter 0 binary fills; book empty of BinaryBets w54–w59","scope":"fleet","fix":"Restart Bear-Yosher immediately; investigate crash trigger β€” last confirmed SDK issue was promise-drop (w29b/w30 concurrent fires); check if that pattern recurred or produced an unhandled rejection"},{"severity":"critical","title":"Rebalancer-Lior 7 USDC lot guaranteed-fail β€” 5th consecutive cycle","detail":"LP-Maker minimum is 12 USDC; Rebalancer posts at 7 USDC every cycle. Agent misdiagnoses the blocker as oracle price, not lot-size floor β€” so it will keep failing indefinitely. 0xBd6a took small lots in 2 of 8 lifetime deals but is not confirmed present in current book.","evidence":"LP minimum=12 USDC; intents #777/#831/#887 at 7 USDC all expired; w23 log explicitly blames oracle not floor; 0 7-USDC fills from LP in any cycle","scope":"fleet","fix":"Update Rebalancer-Lior CLAUDE.md: raise DCA lot size to β‰₯12 USDC; or add pre-post check β€” if LP is sole active BTC taker and lot < floor, skip this wake"},{"severity":"warn","title":"LP-Maker concurrent session collisions β€” recurring gas waste, quote gaps","detail":"w65/w67/w68 all hit concurrent session collisions. w67 alone: 10 txns, ~$2 gas for a full book rebuild. Intents 1012/1013/1014 dropped w68. ETH ask and BTC ask missing from 11-quote book. Pattern recurs each session cycle.","evidence":"w67: 'Concurrent sessions mutually cancelled, full book rebuild, 10 total txns, Gas ~$2'; w68: '#1012 SSV/#1013 sAAPL/#1014 sMSFT disappeared'; 10/12 live quotes confirmed","scope":"core","fix":"Add session-deduplication lock in Node watcher loop (file lock or atomic flag) to prevent concurrent fires on the same deadline; alternatively add intent-existence pre-check before each post so collisions self-heal without full rebuild"},{"severity":"warn","title":"Index-Maker/Index-Taker pair dead 9 consecutive cycles β€” no path to activation","detail":"Index-Maker has never run: wake_script_source=null, 0 wakes, $0 tokens, no on-chain footprint across all 9 observer cycles. Index-Taker's sole wake condition (LONG IndexBasket intent present) has never been satisfied and never will be until index-maker posts.","evidence":"9 cycles identical state for both: armed=false, pidAlive=false, wakes=0, tokens=$0; index-taker settled_deals='not-indexed'","scope":"fleet","fix":"Initialize Index-Maker: write wake_script/current.ts, configure CLAUDE.md mission, arm the watcher β€” this unblocks Index-Taker automatically"},{"severity":"warn","title":"Option market dry β€” writer in dual halt, taker armed with nothing to fill","detail":"Option-Writer halted both engines: drawdown -19.26% (0.74% from -20% threshold) from 4 failed sMSFT swaps, plus 7 consecutive unfilled option intents (engine 2). Option-Taker took deal 100 (+$7.76 PnL, ETH put ITM) but found 0 new options in 3 subsequent wakes.","evidence":"w35: drawdown -19.26%, intents 933/938 self-canceled; deal 100 settled confirmed; option-taker w23 (14:56): 0 audited options; 7 unfilled writer intents including #951","scope":"fleet","fix":"Review option-writer sMSFT rotation failure (4 failed swaps 530/533/764/804); if LP is now live, retry sMSFT leg β€” recovery above -20% threshold re-enables engine 1 and resumes option supply for taker"},{"severity":"warn","title":"Stacker-Massimo state ambiguous post-market-open fire","detail":"Stacker was armed for 13:30 UTC open (epoch 1781098200); now shows armed=false/pidAlive=false, 0 burn/5h, last wake 122 min ago. Cannot confirm whether it fired cleanly and completed, or silently died without posting. Two settled deals (both with LP-Maker-Matheus) confirm the path works β€” but this cycle's fire is unverified.","evidence":"watcher: armed=false, pidAlive=false, nextFallbackMin=null; 0 burn/5h; last wake 122 min ago (orient); 2 lifetime deals ↔ LP-Maker-Matheus","scope":"fleet","fix":"Check Stacker-Massimo logs for wake at ~13:30 UTC: did it post a buy intent? If silent death, investigate and re-arm before next market open (09:30 ET tomorrow)"}],"fleetMoves":[{"scope":"fleet","action":"Restart Bear-Yosher β€” BinaryBet market frozen 272+ min, Mimic-Ljuba idle, Arb-Hunter binary fills blocked; investigate SDK promise-drop recurrence as crash trigger before restarting"},{"scope":"fleet","action":"Fix Rebalancer-Lior CLAUDE.md: raise DCA lot to β‰₯12 USDC β€” 5 guaranteed-fail intents at 7 USDC while LP floor is 12 USDC; agent is burning tokens and TTL on structurally impossible fills"},{"scope":"core","action":"Add session-deduplication lock to LP-Maker watcher: concurrent fires are cancelling each other's intents and burning ~$2 gas per rebuild (w65/w67/w68 all affected)"},{"scope":"fleet","action":"Initialize Index-Maker: write wake_script + CLAUDE.md after 9 null cycles β€” the only action that unblocks Index-Taker"},{"scope":"fleet","action":"Verify Stacker-Massimo 13:30 UTC fire result and confirm Option-Writer drawdown recovery path β€” both are time-sensitive (next market open + drawdown threshold 0.74% from halt)"}],"at":"2026-06-10T16:08:17.246Z","model":"claude-sonnet-4-6","error":"claude exit 1: (after 3 tries; raw head: )","errorAt":"2026-06-10T16:51:41.214Z","staleSince":"2026-06-10T16:08:17.246Z"},"orient":{"networkState":"LP STABLE, BEAR CRASHED","healthDelta":"Better overall: LP-Maker confirmed live (11 open intents, $82.83/5h, multiple swap settlements with 0xBd6a/0x5F79/Rebalancer/Vulture) reversing the 931-min offline gap from last run; bear-yosher newly crashed (armed=false/pidAlive=false, 272 min, health=stuck) with 6 live BinaryBet deals in flight, ","focusAreas":["LP-Maker live and dominant: 11 open swap quotes across BTC/ETH/sNVDA/sAAPL/sMSFT/SSV, $82.83/5h burn β€” confirm stability and quote coverage","Bear-Yosher crashed with 6 live BinaryBet deals ongoing (counterparty Mimic-Ljuba still armed) β€” dark agent, in-flight deals, unknown crash trigger","Rebalancer-Lior 5th consecutive 7 USDC BTC buy (open intent, 52m TTL) β€” LP minimum is 12 USDC floor, certain to fail again; persistent config bug","Vulture-Andrew crashed (armed=false/pidAlive=false) after $10.65/5h burn β€” bait intents 874/875/876 now 0 open_intents; clean exit or error?","Stacker-Massimo was armed for 13:30 UTC market open, now unarmed (armed=false/pidAlive=false, 0 burn/5h, last wake 122 min ago) β€” fired and re-armed or silently died?"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker now posting 11 live quotes across all 6 universe assets, has arb-hunter found and taken any CEX-vs-onchain edge on these new LP quotes since LP recovery, and is fill rate improving beyond the ~9% post-recovery baseline (4/134 ","bear-yosher":"Armed=false, pidAlive=false, health=stuck, 272 min since last wake β€” when did the process die relative to its 6 live BinaryBet deals with Mimic-Ljuba, and is there evidence of a crash trigger vs. a clean exit after posting?","index-maker":"9th consecutive null-state check: is there any change whatsoever β€” file timestamp, config delta, on-chain activity β€” vs. the byte-identical prior 8 cycles?","index-taker":"9th consecutive null-state check: any change since cycle 8, and does index-maker's continued null state confirm index-taker is correctly dormant (dependency intact, no intake trigger)?","lp-maker-matheus":"Prior summary said offline 931 min; current shows armed=true, 11 open intents, $82.83/5h β€” confirm when LP recovered, whether pidAlive=false is normal for this watcher pattern, and whether the 11 live quotes span all 6 universe assets at co","mimic-ljuba":"Bear-Yosher crashed with 0 open intents β€” can Mimic continue on its 6 live in-flight deals, and when those Bear bets settle/expire, will Mimic have any new binary/option intents to fire on, or does it go dark?","momentum-nikita":"Last wake 138 min ago, armed (nextFallbackMin=107) β€” with LP live for 90+ min across all 6 assets, has any asset cleared the 2pp relative-gap threshold since LP recovery, or is the market genuinely flat?","option-taker-matheus":"w20 took ETH put dealId 100 (strike $1,631.46, $0.24 premium) β€” is that deal live or settled, and has option-writer-matheus posted any new option since then that option-taker should evaluate?","option-writer-matheus":"sMSFT rotation was stuck at 4 failed swaps (530/533/764/804) pre-LP-recovery β€” with LP now live, did any sMSFT swap settle, and has option-writer fired a new wake since LP recovery?","polymarket-ljuba":"Watcher is delta-only (fires on new binary/option intents, 1691 min fallback) β€” bear-yosher is crashed and posting 0 new bets; is there any other active source of new binary/option intents that would trigger polymarket-ljuba's watcher befor","rebalancer-lior":"Open intent gives 7 USDC β†’ 0.00011241 BTC (52m TTL) is the 5th consecutive sub-12 USDC BTC buy β€” LP minimum is a 12 USDC lot-size floor; did w24's reasoning acknowledge this constraint and plan a fix, or is it repeating the identical misdia","stacker-massimo":"Was armed (pidAlive=true) for 13:30 UTC market open per prior summary, now unarmed (armed=false, pidAlive=false, 0 burn/5h, last wake 122 min ago) β€” did it fire at market open and complete cleanly, or did it silently die before executing?","swing-nikita":"Last wake 17 min ago, armed (nextFallbackMin=102) β€” with LP now live on sNVDA/SSV/sMSFT/BTC/ETH, has any asset crossed the β‰₯1.5% below-average buy threshold since LP recovery, and are the sell-strength signals on sNVDA/SSV still permanently","vulture-andrew":"Crashed (armed=false, pidAlive=false) after $10.65/5h burn, open_intents now 0 β€” did bait intents 874 (sAAPL 1%), 875 (sMSFT 1%), 876 (SSV 2.21%) settle or expire, and did the crash follow a clean mission-cycle exit or an error?"},"ctas":[{"scope":"agent","text":"rebalancer-lior: Raise BTC DCA lot size from 7 USDC to β‰₯12 USDC to meet LP-Maker's minimum β€” 5 consecutive failures confirm this is a config bug, not a market condition."},{"scope":"agent","text":"bear-yosher: Diagnose crash (armed=false, pidAlive=false, 272 min, health=stuck) β€” 6 live BinaryBet deals with Mimic-Ljuba are in flight and the agent is dark; manual restart likely needed."},{"scope":"agent","text":"vulture-andrew: Check whether crash after $10.65/5h burn was a clean cycle exit (no restart needed) or an error condition requiring restart."},{"scope":"agent","text":"stacker-massimo: Verify whether it fired at 13:30 UTC market open and completed or died silently β€” 0 burn and unarmed with 2 total deals is ambiguous."},{"scope":"fleet","text":"index-maker/index-taker: 9 consecutive null cycles, $0 lifetime tokens, no wakes ever β€” escalate boot diagnosis; these agents block the entire IndexBasket market and show zero sign of life."}],"at":"2026-06-10T15:52:14.843Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T18:07:59.634Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":81.29,"used7d":null,"used7dUsd":510.75,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":51.7,"estPct7d":35.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":146.9,"estPct7d":85.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":137.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":68},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":110230715,"w7":612358651,"tot":612358651},"haiku":{"w5":19048508,"w7":243285797,"tot":243285797}},"fleet":{"agentsUp":12,"lifetimeTokens":855664259,"lifetimeUsd":510.75,"sessions":3139,"deals":120,"openIntents":17,"totalIntents":1091},"oracle":{"USDC":1,"ETH":1633.21,"BTC":62046.21,"SSV":2.04,"AAPL":294.47,"NVDA":203.14,"MSFT":401.87},"oracleAt":"2026-06-10T18:05:31.088Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":2099989,"w5Usd":1.23,"w5PctPool":0.8,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":2099989,"w7Son":11439131,"hourly":[0.58,0,0,0.66,0,0.91,1.43,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0,0],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.03,"realizedPnl":0.03,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":453,"wakes":170,"firstWakeMs":1780927992000,"lastWakeMs":1781114640000,"ageMin":4,"lastWhy":"No binary clears latency bar (margin 0.008% << 0.5%); no swap edge (oracle lags CEX but all swap intents require taker t","repeatWakes":157,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781116618770,"watching":"new intent >#1091, OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"11 settled deals / 169 wakes; last fill was w164 SSV swap +11bps (deal 114) β€” now 6 consecutive waits (w165–w170). Binary surface fully dry: 0 binary bets on book in every recent wake, confirmed by Bear-Yosher crash 392 min ago (primary binary poster). Swap surface blocked by oracle-above-CEX inversion (give-USDC edges require oracle < CEX). Both primary sur","badge":"BOTH SURFACES DRY","confidence":"high","bottomLine":"Binary arb feed has dried up exactly as predicted: Bear-Yosher offline β†’ 0 binary bets posted β†’ 0 near-decided targets anywhere on book (w167, w169, w170 all confirm). Simultaneously, oracle > CEX is blocking swap edges. With 0/11 lifetime fills from binary bets (all 11 fills are swaps via LP-Maker-Matheus), the primary mission surface has never fired. Agent is correctly waiting; the dead hand is Bear-Yosher's crash, not arb-hunter's logic.","rootCause":{"class":"structural","evidence":"Binary: Bear-Yosher crashed 392 min ago β€” sole meaningful binary poster; w167/w169/w170 confirm 0 binary bets on book. Swap: w166 'oracle above CEX (currently reversed)', w168/w169 same β€” give-USDC edges require oracle < CEX. Both surfaces blocked independently. All 11 settled deals are swaps ↔ LP-M"},"reasoningRead":"Sound execution, solving the right problem β€” correctly identifies CEX/oracle inversion blocking swap edges and absence of near-decided binary bets each wake. HIGH_WATER advancement (1052β†’1088) confirms it's tracking the book. However: the primary mission (binary latency arb) has never produced a single fill in 170 wakes β€” the strategy is disciplined but the surface it was built for hasn't existed ","wakeTriggers":["New intent ID > HIGH_WATER (1088) posted to book","Binary bet ≀30-min to settlement with cexTakerInMoney=true","30-min hard fallback","MISSING: No oracle-direction signal β€” watcher fires on new swap intents even when oracle > CEX makes all give-USDC edges taker-negative, producing guaranteed wa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9 of 11 settled deals; LP has 11 open intents live right now β€” sole active swap counterparty","available":"ok"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster β€” near-decided bets are arb-hunter's core mission; but crashed 392 min ago, 0 bets on book","available":"crashed (armed=false, pidAlive=false)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors binary bets and posts new ones β€” could be secondary binary supply source; 0 direct deals to date","available":"ok (16 settled deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Also posts baited/sharp intents arb-hunter could snipe; but crashed 193 min ago","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"LP has 11 open intents live β€” arb-hunter cannot take them because oracle > CEX inverts give-USDC swap edges (w166, w168, w169). These are not missed opportunities by agent error; the edge doesn't exist at current oracle alignment. Binary surface: no bets posted to miss.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline prevents re-firing on stale intents across wakes β€” correctly advances each run","Binary trigger checks both near-expiry (≀1800s) AND cexTakerInMoney before firing β€” avoids false wakes on undecided bets","mSSV-sell pre-filter compares implied price vs CEX before firing wake β€” reduces taker-negative false alarms","30-min fallback is appropriate cadence for a latency-arb agent (not polling sub-minute)"],"lacking":["No oracle-direction guard: when oracle > CEX (current state), all new swap intents above HIGH_WATER will produce wait wakes β€” watcher fires anyway, burning $0.5","No signal on Bear-Yosher restart: when Bear comes back online and posts new binary bets, arb-hunter will catch them via HIGH_WATER β€” but there's no faster trigg"],"suggestedChange":"Add a lightweight oracle-vs-CEX direction check at the top of the watch loop: if oracle > CEX, skip firing on new swap intents (still fire on binary bets). This would collapse the repeat_wakes=156/169 (92%) pattern when the oracle is invert"},"issues":[{"scope":"agent","title":"Binary arb surface dead until Bear-Yosher restarts","detail":"arb-hunter's primary mission depends on near-decided binary bets; Bear-Yosher is sole meaningful poster (17 deals, now 392 min offline). 0 binary bets on book confirmed w167/w169/w170. 0/170 wakes have ever produced a binary fill.","fix":"Restart Bear-Yosher β€” this restores both the binary arb surface for arb-hunter and the Bear↔Mimic interplay. Until then, arb-hunter operates on its fallback-only swap surface."},{"scope":"agent","title":"Oracle-direction blind spot in watcher causes guaranteed-wait wakes","detail":"When oracle > CEX (current), all give-USDC swap edges are taker-negative. Watcher fires on new swap intents regardless, producing wait wakes at $0.58/wake. repeat_wakes=156/169 (92%) is the cost of this.","fix":"In runWatchLoop, fetch oracle and CEX spot at baseline; if oracle > CEX, suppress fireWake for swap intents (still fire for binary bets and fallback). Re-check direction each loop iteration."},{"scope":"agent","title":"Primary mission (binary latency arb) has 0 lifetime fills","detail":"170 wakes, 11 deals β€” all swaps via LP-Maker-Matheus. The binary arb strategy has never been exercised. This may reflect thin binary supply historically, not a logic bug, but it means the mission's primary edge is unvalidated on this chain.","fix":"When Bear restarts, instrument a specific log line when cexTakerInMoney=true fires (even if bet is unaffordable) to confirm the binary detection path is reachable β€” validate the path before the next fleet cycle."}],"assessment":"Binary arb feed has dried up exactly as predicted: Bear-Yosher offline β†’ 0 binary bets posted β†’ 0 near-decided targets anywhere on book (w167, w169, w170 all confirm). Simultaneously, oracle > CEX is blocking swap edges. With 0/11 lifetime fills from binary bets (all 11 fills are swaps via LP-Maker-Matheus), the primary mission surface has never fired. Agent is correctly waiting; the dead hand is Bear-Yosher's crash, not arb-hunter's logic."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,1.5,0,1.77,1.23,0.93,0.48,2.72,1.75,2.31,0.7,3.63,0.07,0,0,0.22,0.24],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.3,"realizedPnl":-2.03,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":412,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":411,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed, 395 min dark. Prior summary: clean invariant maintenance through w38–w41 with 14β†’17 settled BinaryBets (all Mimic-Ljuba, -$0.36 PnL then). Since last summary: 3 more bets settled (now 17, PnL deteriorated to -$2.15, ~$1.79 swing β€” bets resolving against position as BTC held ~3.5% below strike). w40 already logged 'Watcher died (PID 6802 go","badge":"CRASHED, ANCHOR DOWN","confidence":"high","bottomLine":"Last logged wake w41 at 06-10T11:17 UTC (395 min ago). Watcher process has died twice (w40 PID 6802, w41's successor). Intent 869 (bear anchor posted at w41) is now gone β€” 0 open intents, invariant violated. The w41 wake-script was sound; the process died before its 4h fallback at ~15:17 UTC. 10 pre-crash live Bear↔Mimic deals continue resolving; once done, zero new binary supply enters the fleet until Bear restarts.","rootCause":{"class":"structural","evidence":"w40 explicitly logged 'Watcher died (PID 6802 gone)'; w41 recovery set a new watcher with 4h fallback but that process also died (armed=false, pidAlive=false, no w42). This is the second consecutive watcher death β€” not a logic fault, a platform/process-supervision gap. 17 settled deals all with Mimi"},"reasoningRead":"Sound reasoning solving the right problem β€” but irrelevant while the process is dead. Through w41, the agent correctly maintained the exactly-one-resting-bet invariant, handled the w36–w37 concurrent-wake duplicate, and monitored Deal 75 betExpiry. The crash is platform fault, not logic fault. The $1.79 PnL deterioration since last summary (now -$2.15) reflects bet resolution unfavorable to the be","wakeTriggers":["Intent 869 fill or expiry (no longer monitored β€” process dead)","New BinaryBet on book (not monitored)","ETH > $1,644.17 (+1.5% adverse) (not monitored)","BTC > $62,011.60 (+1.5% adverse) (not monitored)","Deal 75 near-expiry at 1781139624-300 = ~June 11 00:53 UTC (not monitored)","MISSING: 4h fallback (~15:17 UTC June 10) β€” should have fired, did not; process died before trigger"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"17/17 settled deals are Bear↔Mimic BinaryBets β€” the entire binary market is this pair. Mimic takes BELOW anchors nearly instantly (w36b: '79","available":"ok, active, 16 lifetime deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced BinaryBets β€” could take Bear's BELOW anchors if priced right, but only 2 lifetime deals, rarely active.","available":"ok, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” would take Bear's bets only when they're deep in-the-money near expiry, not fresh postings.","available":"ok, 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to the book. However: w41 logged 'No BinaryBets available to take' at last wake, so the immediate opportunity was zero. Any BinaryBets posted by other agents in the 395 min since w41 would be missed. Rebalancer-Lior's 4 USDC β†’ ETH intent (58m left) is not in Bear's mission scope.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expiry) β€” correct for a maker maintaining exactly-one-resting invariant","Fires on new BinaryBet appearances using hash filter β€” mission-aligned taker trigger","Monitors ETH/BTC for +1.5% adverse move β€” matches the halt-on-persistent-climb mission clause","Deal 75 near-expiry anchor (5 min early) β€” proactive, prevents invariant gaps","4h fallback present; zero-LLM; cadence (~60s poll) appropriate for binary markets"],"lacking":["The watcher process itself has no supervisor β€” when it dies (twice now: PID 6802 at w40, w41's successor before ~15:17 UTC), there is no auto-restart. The scrip"],"suggestedChange":"Add a platform-level process supervisor (systemd unit, PM2, or equivalent) that auto-restarts the watcher on exit β€” or expose a 'watcher heartbeat' endpoint the board can use to trigger a restart when pidAlive=false. The script itself is we"},"issues":[{"scope":"core","title":"Watcher process dies with no auto-restart","detail":"Two consecutive watcher deaths (w40 PID 6802 gone; w41's successor dead before its 4h fallback at ~15:17 UTC). When the process exits, there is no supervisor to revive it. Bear has been dark 395 min. This same failure mode will affect any agent whose watcher process exits unexpectedly.","fix":"Implement a process supervisor (systemd, PM2, or a board-level watchdog) that detects pidAlive=false and auto-restarts the watcher. This is the single highest-leverage fix for the fleet β€” it unblocks Bear and prevents the same crash from silently halting other agents."},{"scope":"agent","title":"Bear anchor broken β€” 0 open intents on restart","detail":"Intent 869 is gone (0 open intents). On restart, the agent must immediately re-post the BELOW-strike BinaryBet anchor to restore the exactly-one-resting invariant before doing anything else.","fix":"On next wake, agent should detect open_intents=0, skip all other logic, and post anchor first. The w41 wake script already handles this (invariant check fires before taker logic) β€” just needs the process restarted."},{"scope":"agent","title":"Binary market supply at zero while Bear is down","detail":"Bear is the only active BinaryBet poster. With 10 pre-crash live deals resolving and no new postings, Mimic-Ljuba (the sole reliable counterparty, 17 deals) has nothing to take. Binary market will go dark completely once pre-crash inventory clears.","fix":"Restart Bear-Yosher immediately. Secondary: assess whether Polymarket-Ljuba or Arb-Hunter-Tom could post temporary BELOW anchors as a stop-gap (outside their current missions β€” fleet decision)."}],"assessment":"Last logged wake w41 at 06-10T11:17 UTC (395 min ago). Watcher process has died twice (w40 PID 6802, w41's successor). Intent 869 (bear anchor posted at w41) is now gone β€” 0 open intents, invariant violated. The w41 wake-script was sound; the process died before its 4h fallback at ~15:17 UTC. 10 pre-crash live Bear↔Mimic deals continue resolving; once done, zero new binary supply enters the fleet until Bear restarts."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"10th consecutive null cycle β€” state remains byte-for-byte identical: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens, settled_deals=not-indexed. No delta whatsoever from run 1 through run 10. The agent has never executed a single wake. Given index-taker is in the same null state, the entire IndexBasket ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-maker is not crashed β€” it was never started. wake_script_source=null means no watcher script exists at all; without a watcher there is no process to arm, no fallback to schedule, nothing to run. This is a pre-launch state, not a runtime failure. The paired index-taker is identically null, so the entire IndexBasket market segment is absent from the fleet.","rootCause":{"class":"structural","evidence":"wake_script_source=null across 10 consecutive cycles; watcher.armed=false, pidAlive=false, nextFallbackMin=null; 0 wakes, $0 tokens, settled_deals=not-indexed; index-taker identically undeployed β€” no counterparty exists even if this agent launched"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher script exists (wake_script_source=null) β€” nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of LONG IndexBasket intents this agent would post β€” natural and sole counterparty","available":"Also never deployed (unknown health, sam"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run; no watcher exists to observe the book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” wake_script_source=null means the watcher file has never been written","No fallback configured (nextFallbackMin=null)","No process ever started (pidAlive=false, armed=false)"],"suggestedChange":"Write and deploy a watcher script: wake on a timed cadence (e.g. every 2-4 hours), check for an existing open basket intent on-chain, and if none exists post a new LONG IndexBasket (BTC+AAPL+NVDA) and publish the verified contract source to"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, no process, no config","detail":"10 consecutive null cycles with byte-identical state. wake_script_source=null is the hard blocker: the watcher file does not exist, so the harness has nothing to arm. This is not a crash recovery β€” it is a first-time launch task.","fix":"Create current.ts for index-maker with a timed cadence watcher (no book dependency), configure wallet/env, and start the process. Simultaneously deploy index-taker β€” without both sides, the IndexBasket market cannot produce any settled deals regardless of how well the maker runs."},{"scope":"agent","title":"Entire IndexBasket market segment absent β€” both maker and taker undeployed","detail":"Index-maker and index-taker are both in null state (health=unknown, 0 wakes, $0 tokens). The IndexBasket template has 0 posted intents and 0 settled deals fleet-wide. This is not a thin market β€” it is a non-existent one.","fix":"Coordinate launch of both agents together; deploying only one side produces a maker with no taker or a taker with nothing to take."}],"assessment":"Index-maker is not crashed β€” it was never started. wake_script_source=null means no watcher script exists at all; without a watcher there is no process to arm, no fallback to schedule, nothing to run. This is a pre-launch state, not a runtime failure. The paired index-taker is identically null, so the entire IndexBasket market segment is absent from the fleet."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"10th consecutive null cycle β€” no change from cycle 9. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. This agent has never been deployed. Its only viable counterparty, index-maker, is also permanently dark (unknown health, 0 IndexBasket intents ever on-chain). The dependency chain is broken at both end","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"10 cycles, 0 wakes, $0 tokens, no wake script. Index-taker is not crashed β€” it was never started. Its sole dependency (index-maker posting LONG IndexBasket intents) has also never fired. No IndexBasket intents exist on-chain for it to audit or cross. Fleet health 'unknown' x2 is noise until someone manually deploys index-maker first.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, last_wake_min_ago=null, settled_deals=not-indexed, 0 lifetime tokens. index-maker also health='unknown', 0 IndexBasket intents observed on-chain across all 10 cycles."},"reasoningRead":"No reasoning to evaluate β€” agent has never woken. Not a reasoning failure; a deployment failure. The mission design (fail-closed audit before crossing) is sound in principle, but it is unreachable until index-maker is live and posting LONG IndexBasket intents.","wakeTriggers":["MISSING: no wake script deployed β€” agent cannot trigger at all","MISSING: no IndexBasket intents exist on-chain to trigger against even if deployed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents index-taker is designed to audit and short","available":"dark β€” health=unknown, 0 wakes, never de"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher has no wake script and is therefore blind to the book. However, even with a working watcher, 0 IndexBasket intents have appeared on-chain in 10 cycles, so there was nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” wake_script_source=null","No fallback timer (nextFallbackMin=null) means no recovery path even if it were partially deployed"],"suggestedChange":"Deploy index-maker first (it must post LONG IndexBasket intents); only then write and arm index-taker's wake script to poll the indexer for open IndexBasket intents and trigger the audit-custom-deal flow on each."},"issues":[{"scope":"agent","title":"Never deployed β€” no wake script, never armed","detail":"10 cycles, wake_script_source=null, armed=false, pidAlive=false. The agent exists in the fleet roster but has never been started. Requires manual intervention to write its watcher and arm it.","fix":"Deploy index-maker first (its LONG IndexBasket intents are the only trigger for index-taker). Then write index-taker's wake script to poll the indexer for open IndexBasket intents, audit each per audit-custom-deal, and cross on ACCEPT. Arm both agents."},{"scope":"agent","title":"Two 'unknown' health agents polluting fleet metrics for 10 cycles","detail":"index-maker and index-taker have both been health='unknown' with 0 activity for 10 consecutive cycles. They are not crashed β€” they are undeployed. Fleet health metrics treat them identically to a crashed agent, which obscures the real health picture.","fix":"Either deploy both (index-maker β†’ index-taker in sequence) or mark them as 'parked' / exclude from fleet health aggregation until a deployment decision is made. Remove the ambiguity of 'unknown' for something that has simply never run."}],"assessment":"10 cycles, 0 wakes, $0 tokens, no wake script. Index-taker is not crashed β€” it was never started. Its sole dependency (index-maker posting LONG IndexBasket intents) has also never fired. No IndexBasket intents exist on-chain for it to audit or cross. Fleet health 'unknown' x2 is noise until someone manually deploys index-maker first."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":321,"msgs":7048,"total":433329607,"totalUsd":252.05,"w5":98542946,"w5Usd":59.94,"w5PctPool":39.4,"w7":433329607,"w7Usd":252.05,"w7PctPool":18.1,"w5Son":85120605,"w7Son":347419336,"hourly":[2.88,3.4,17.49,22.75,13.43,14.58,15.95,10.47,14.22,3.36,0,0,0,0,0,0,0,0,0,0,0,0,0,0.25],"lastWake":{"ts":"2026-06-10T18:07:09.229Z","tokens":730270,"usd":0.43,"msgs":16}},"onchain":{"deals":87,"openIntents":11,"balanceUsd":743.28,"realizedPnl":7.36,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":559,"wakes":51,"firstWakeMs":1781018900000,"lastWakeMs":1781113260000,"ageMin":27,"lastWhy":"Full rebuild needed: all 10 prior bids and asks expired by 17:40 UTC (cluster from wake 72). Wide spreads from significa","repeatWakes":49,"avgGapMin":32,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781117355461,"watching":"quote expiry ~18:38UTC | price guards (ETH/BTC/SSV/stocks) | new fillable intent | 60min fallback","armed":true,"nextFallbackMin":41}},"verdict":{"summary":"Fully recovered from the 931-min offline gap β€” active since before 06-10T14:45, now at w65-68, 86 settled deals, $83.36/5h. pidAlive=false is normal for this watcher: the Node watch-loop arms the deadline then exits; armed=true + nextFallbackMin=20 confirms the daemon is holding the alarm correctly. 10/12 quotes live (missing ETH ask and BTC ask β€” $0.25 and ","badge":"LIVE, SESSION COLLISIONS","confidence":"high","bottomLine":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug.","rootCause":{"class":"structural","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'. w65: 'Concurrent session spawned duplicates requiring...'. Counterparties a"},"reasoningRead":"Sound and on-mission. The agent correctly skips ETH/BTC asks at $0.25/$0.33 inventory (thin enough to be a free option risk), applies per-quote price guards, and rebuilds the book after expiry clusters. The concurrent-session churn is a platform-level race condition, not bad reasoning β€” the agent's response (rebuild and continue) is correct. One subtle issue: the SSV inversion guard fired at w65 m","wakeTriggers":["Price inversion guard: per-quote thresholds for SSV/ETH/BTC/sAAPL/sNVDA/sMSFT bids and asks","Expiry guard: fires 5 min before #1023 sMSFT ask (1781107440 epoch)","New fillable swap intent matching HOLD set","30-min fallback (nextFallbackMin=20 remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent filler (7+ deals) β€” latency arb on oracle lag exactly consumes LP quotes","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"yes","why":"8+ deals β€” takes mispriced LP quotes as part of its mandate","available":"health=ok, recently crashed but prior bu"},{"agent":"rebalancer-lior","fit":"yes","why":"5+ deals β€” DCA swaps land directly on LP quotes; persistent buyer","available":"health=ok, active (though 7 USDC BTC buy"},{"agent":"0xBd6a…9863","fit":"yes","why":"5 settled deals β€” external wallet, reliable taker","available":"external, unmonitored"},{"agent":"0x5F79…CB6D","fit":"yes","why":"3 settled deals β€” external wallet","available":"external, unmonitored"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps mission β€” could take LP quotes, but only 1 deal lifetime","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” the agent is actively filling incoming intents and its 4 reliable counterparties are taking quotes. The watcher fires on new fillable intents, so responsive to demand. ETH/BTC ask gaps mean some arb opportunities on those legs are structurally unavailable until inventory replenishes.","wakeScript":{"wellReasonedForMission":true,"good":["Per-quote price guards (10 thresholds) fire before inversion, not after β€” LP cannot be picked off without a wake","Expiry guard fires 5 min early on soonest intent (#1023) β€” prevents silent book decay","New fillable intent scan with HOLD-set filter β€” responsive to taker demand","30-min fallback is appropriate cadence for a maker maintaining live quotes","pidAlive=false is correct: Node process exits after arming; daemon holds alarm"],"lacking":["No guard for when ETH/BTC inventory recovers enough to post missing asks β€” LP stays at 10/12 silently until next fallback fires","Price guard thresholds are hardcoded to w68 quote prices β€” after a book rebuild (w67/w68 concurrent collision) the new quote IDs/prices are baked in, but stale "],"suggestedChange":"Add an inventory-recovery guard: if ETH > 0.5 or BTC > 0.005 (posting threshold), fireWake('ETH/BTC inventory recovered β€” post missing asks'). This closes the gap where the LP sits at 10/12 for up to 30 min after inventory replenishes."},"issues":[{"scope":"core","title":"Concurrent session collisions causing book churn and gas waste","detail":"w67: full book rebuild, 10 txns, ~$2 gas. w68: 4 intended intents cancelled mid-flight by a parallel session. w65: duplicate spawned by ETH inversion guard firing while another session was active. The watcher fires a new Node process while the previous session's on-chain txns are still pending β€” the","fix":"SDK: add a session-lock (e.g. advisory file lock on /agent/data/wake/session.lock) so a new wake process exits immediately if a prior session is still running. The fallback will retry; the book stays stable."},{"scope":"agent","title":"ETH/BTC ask gap β€” no recovery trigger","detail":"ETH inventory $0.25, BTC $0.33 β€” both below posting threshold. LP correctly skips asks, but has no trigger to post them once inventory replenishes (e.g. after Arb-Hunter fills a bid). Gap can persist up to 30 min.","fix":"Add inventory-threshold guard in wake-script (see suggestedChange above). Threshold values should come from the agent's own posting-floor config, not magic numbers."},{"scope":"agent","title":"Hardcoded quote prices/IDs in wake-script become stale after rebuilds","detail":"Current wake-script bakes in w68 quote IDs (#1040, #1041, etc.) and their exact prices. After a concurrent-session rebuild (w67/w68), new IDs are posted at slightly different prices β€” the old thresholds may be off by a few bps until the next wake rewrites the script.","fix":"Minor: wake-script should derive inversion thresholds from a stored config file (e.g. /agent/data/wake/quotes.json written each wake) rather than inline constants, so a rebuild automatically updates them."}],"assessment":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug."},"overBudget":{"pct":39.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":3580255,"w5Usd":1.13,"w5PctPool":1.4,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":1000634,"w7Son":1000634,"hourly":[0.63,0,0,0,0.49,0,0,0,0.01,0.23,0,0,0,0,0.4,0.19,0,0,0,0,0.17,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":453,"wakes":64,"firstWakeMs":1780927020000,"lastWakeMs":1781113500000,"ageMin":23,"lastWhy":"No flow to mirror; self-originated directional bet on BTC bear momentum. 3pp edge floor met (65% fair vs 62% cost-implie","repeatWakes":52,"avgGapMin":49,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781117725825,"watching":"intent #1088 resolved OR new BinaryBet OR 66min fallback","armed":true,"nextFallbackMin":47}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":1054572,"w5Usd":0.8,"w5PctPool":0.4,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":1054572,"w7Son":2657395,"hourly":[0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0,0.18],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.38,"realizedPnl":-0.62,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":471,"wakes":17,"firstWakeMs":1780940859000,"lastWakeMs":1781099003000,"ageMin":265,"lastWhy":"Edge threshold unmet on both lookbacks. sNVDA is crashing (-2.71% intraday) but it's the laggard not the leader β€” can't ","repeatWakes":16,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128108394,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":220}},"verdict":{"summary":"SSV remained persistent near-leader through w17 (13:43 UTC, 249 min ago); sNVDA cratered -2.71% intraday but as laggard, correctly filtered out. Gap threshold still unmet β€” agent dormant and correct. Key new observation: w16 logs reference 'both lookbacks' but the live w17 watcher script has only ONE static baseline (set at arm-time, never rolled). A 4h+-old","badge":"DORMANT, THRESHOLD MISS","confidence":"medium","bottomLine":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires.","rootCause":{"class":"structural","evidence":"1 settled deal lifetime (no detail available); SSV intent #745 failed pre-LP-recovery (illiquidity); intents #w12–w17 all no-action due to 2pp gap unmet. Market: crypto field declining together, no leadership separation across 6 wakes."},"reasoningRead":"Sound on signal filtering β€” correctly rejected sNVDA crash at w17 (laggard not leader), correctly held off on choppy correlated declines at w12–w16. But the baseline staleness is a measurement error: if SSV drifted +1.5pp over 3h and then another +0.8pp in the last hour, the watcher sees +2.3pp vs. a 4h-old floor and fires β€” correct. But if the 4h move is +2.1pp and it all happened in hour 1, the ","wakeTriggers":["relative gap β‰₯2pp between any two assets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) vs. arm-time baseline","4h fallback (nextFallbackMin=236)","MISSING: rolling lookback window β€” baseline is fixed at watcher arm; over 4h+ runtime, recent momentum is diluted by early-session baseline drift. W16 logs 'bot"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill-side for USDCβ†’asset swaps; now live with 11 open intents. SSV intent #745 failed pre-recovery β€” fill path exists now if thresho","available":"live, 11 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts USDCβ†’ETH/asset slices; could incidentally fill a momentum intent if directions align, but not a designed counterparty.","available":"live, 1 open intent (4 USDC β†’ ETH, 58 mi"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” wake logs confirm no asset cleared 2pp gap in w12–w17. Watcher is oracle-connected and measuring the live book; the metric is measurable and shows genuine threshold misses, not watcher blindness.","wakeScript":{"wellReasonedForMission":true,"good":["Live baseline captured at first poll (not hardcoded from prior wake) β€” correct for intraday momentum","Full 6-asset universe (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) enables real leadership detection","Gracefully skips oracle failures rather than firing on incomplete data","60s polling cadence is appropriate β€” not sub-minute gaming, just momentum detection","4h fallback ensures the agent wakes even in flat markets"],"lacking":["Static baseline (set once at arm-time, never refreshed): over a 4h+ watcher runtime, early-session moves absorb into the denominator and compress the apparent g","w16 agent log references 'both lookbacks' but w17 script has only one baseline β€” if the dual-lookback was intentional signal robustness, dropping it is a regres"],"suggestedChange":"Add a periodic baseline reset every 60 min: `if (Date.now() - baselineTs > 3600_000) { baseline = { ...current }; baselineTs = Date.now(); }` β€” this keeps the gap measurement anchored to recent momentum rather than 4h-old drift, without los"},"issues":[{"scope":"agent","title":"Baseline staleness over 4h+ watcher runtime","detail":"The watcher captures `baseline` once at arm-time and never resets it. Over the 4h fallback window, early-session price moves become baked into the denominator, making recent relative momentum look smaller. A leadership signal that develops gradually over 2h may never hit 2pp vs. the 4h-old anchor.","fix":"Reset baseline every 60 min (timestamp-gated inside the poll loop). Preserve the first-poll live-anchor behavior for the initial reading."},{"scope":"agent","title":"Dual-lookback dropped between w16 and w17","detail":"W16 agent logs 'Edge threshold unmet on both lookbacks' β€” implying a short + long lookback. W17 watcher script has only a single baseline. If dual-lookback was intentional (short-term confirmation + medium-term trend), dropping it reduces signal quality. If it was buggy, the log is misleading.","fix":"Confirm whether the second lookback was deliberate; if so, restore it in the watcher script as a secondary returns array with a separate rolling baseline."},{"scope":"core","title":"SSV inventory on LP-Maker unconfirmed","detail":"SSV intent #745 expired pre-LP-recovery. LP is now live but its 11 open intents are USDC/ETH/sNVDA-oriented. If LP doesn't hold SSV inventory, a new SSV momentum intent will expire again β€” and the agent has no other reliable fill counterparty for SSV.","fix":"Fleet-level: LP-Maker should periodically publish its asset inventory so momentum watchers can assess fill probability before posting; alternatively, momentum-nikita should check LP's open intents for the target asset before committing."}],"assessment":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":778172,"w5Usd":0.55,"w5PctPool":0.3,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":778172,"w7Son":778172,"hourly":[0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":456,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781113334000,"ageMin":26,"lastWhy":"Cheap optionality: thin premium ($0.25) on 1.41%-OTM call with 23h time value on volatile NVDA-linked stock. 20x max pay","repeatWakes":17,"avgGapMin":85,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1365}},"verdict":{"summary":"The Step-1 drawdown-kill question is answered: option-writer-matheus IS still writing. Since w23 found zero options (prior summary), option-writer posted intents #1075 and #1090 β€” option-taker took both: deal #118 (sNVDA call, strike $203.69, $0.25 premium, $5 collateral, ~23h) at w25 (17:42) and deal #119 (sNVDA put, strike $201.75, $0.23 premium, $5 collat","badge":"STRADDLE LIVE","confidence":"high","bottomLine":"Option-taker is active and correct to take β€” option-writer survived its drawdown scare and posted two fresh sNVDA options, both taken. The $7.76 realized PnL from the ETH put (deal settled ITM) is the only closed P&L; two new live positions total ~$10 collateral at risk. The main concern is not health but reasoning drift: the agent evaluated deal #118 and #119 independently ('cheap optionality') without recognizing it built a straddle β€” the combined position is coherent only if volatility is the intent.","rootCause":{"class":"maker-only","evidence":"All 3 settled deals and both new live deals (118, 119) are exclusively against option-writer-matheus (0x57F8…B0ff). No other option writers active. If option-writer halts, supply drops to zero."},"reasoningRead":"Per-trade reasoning is sound and quantitative (premium/collateral ratio, OTM distance, time value cited). However the agent evaluates each option in isolation β€” w25 took a call, w26 took a put on the same underlying 49 min later with no acknowledgment of the aggregate sNVDA straddle now being held. Sound reasoning, wrong scope: this is trade-level discipline without portfolio-level awareness. If t","wakeTriggers":["New audited Option intent detected (templateHash 0xb3d66f4b…, 60s poll)","nowSec >= MIN_SETTLE_AT_TS (hardcoded 1781194956 β€” deal #118 expiry minus 5 min)","23h fallback (1374 min remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; confirmed alive post-drawdown-scare (intents #1075, #1090 both fresh sNVDA options, taken successfully)","available":"alive, writing sNVDA options"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher scans all audited Option intents by templateHash β€” if any other writer used the same template, they'd be caught. But with only one writer active and both fresh intents taken, no observable missed opportunities this cycle.","wakeScript":{"wellReasonedForMission":true,"good":["Detects new audited Option intents via templateHash filter on every 60s poll β€” correct fit for a reactive taker mission","Settle-window trigger fires before expiry to allow timely settlement","23h fallback matches typical option expiry horizon β€” appropriate cadence for a patient single-take-per-wake agent","seenIntentIds baseline-on-first-poll pattern avoids spurious wakes on pre-existing intents"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's expiry minus 5 min β€” after deal #118 settles, this condition fires on EVERY 60s poll indefinitely (now","No awareness of deal #119's later expiry (1781200212) β€” the settle-window trigger won't fire at the right time for #119"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic lookup: at each poll, fetch open deals, compute min(expiry) across live option deals, and fire if nowSec >= that value minus 300. This self-heals as deals settle and new ones are accepte"},"issues":[{"scope":"agent","title":"Hardcoded MIN_SETTLE_AT_TS will fire on every poll after deal #118 expires","detail":"MIN_SETTLE_AT_TS = 1781194956 is a past-pointing constant once deal #118 settles (~23h from now). After that point, nowSec >= MIN_SETTLE_AT_TS is permanently true, causing a wake every 60s until the script is updated. Deal #119's expiry (1781200212) is not covered at all.","fix":"Compute min deal expiry dynamically from open deals at each poll iteration; fire if within 5 min of the earliest unsettled expiry."},{"scope":"agent","title":"Portfolio-blind trade evaluation β€” straddle built without acknowledgment","detail":"w25 took an sNVDA call (strike $203.69) and w26 took an sNVDA put (strike $201.75) 49 min later. Each was evaluated independently as 'cheap optionality.' The agent holds a de-facto straddle with ~$10 collateral at risk on sNVDA. If this is intentional, the reasoning should state it; if not, the agen","fix":"In the wake prompt, surface current open option positions (underlying, direction, strike) so the LLM can reason about aggregate exposure before taking a new option on the same underlying."},{"scope":"agent","title":"Mission description says ETH/BTC but agent is taking sNVDA options","detail":"Mission: 'Buy cheap or near-decided in-the-money ETH/BTC options.' Both live deals and all recent takes are sNVDA. Option-writer writes stock options too β€” if the taker is meant to take anything option-writer posts, the mission is stale and misleading.","fix":"Update CLAUDE.md mission to reflect actual scope (ETH/BTC + stock options written by option-writer-matheus) so reasoning prompts align with real behavior."}],"assessment":"Option-taker is active and correct to take β€” option-writer survived its drawdown scare and posted two fresh sNVDA options, both taken. The $7.76 realized PnL from the ETH put (deal settled ITM) is the only closed P&L; two new live positions total ~$10 collateral at risk. The main concern is not health but reasoning drift: the agent evaluated deal #118 and #119 independently ('cheap optionality') without recognizing it built a straddle β€” the combined position is coherent only if volatility is the intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0.85,0.29,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":96.68,"realizedPnl":-11.32,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":456,"wakes":40,"firstWakeMs":1780947228000,"lastWakeMs":1781110895000,"ageMin":66,"lastWhy":"Rotation trigger (sAAPL no longer worst-2 stock, sMSFT now worst) was executed in wake 39. This wake confirms sAAPL fill","repeatWakes":1,"avgGapMin":70,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781118348361,"watching":"sMSFT buy intent 0x1091 (buy 0.042 sMSFT for 17 USDC) resolves, or 60-min fallback","armed":true,"nextFallbackMin":58}},"verdict":{"summary":"At w35 (13:40) drawdown hit -19.26%, 0.74% from the -20% kill limit; agent self-canceled 933 (sMSFT buy) and 938 (sAAPL sell), halted Engine 1 and paused Engine 2. Recovery followed: w36 tested one ETH put (951, 1% OTM, 8 USDC collateral) citing drawdown recovery above threshold; by w38 (14:02) book reads $89.15 = -10.85% drawdown β€” a 8.4pp improvement, kill","badge":"DRAWDOWN RECOVERING","confidence":"high","bottomLine":"Kill threshold was not breached. Drawdown recovered from -19.26% (w35) to -10.85% (w38), a 8.4pp improvement β€” likely driven by crypto leg (BTC+ETH up 0.75%+). Engine 2 is active again with two live rotation swaps; Engine 1 (options) remains correctly paused after 7 unfilled attempts. Realized PnL still -$11.64 lifetime.","rootCause":{"class":"structural","evidence":"Engine 1 paused: 7 consecutive option intents (most recently 951 at 14:00) unfilled β€” no option buyers present (option-taker-matheus is the only known taker, 1 settled custom deal). Engine 2 rotation swaps depend on LP fills: 0x431/0x432 posted but not yet settled; LP has 11 open intents and is heal"},"reasoningRead":"Sound and mission-aligned. The agent correctly identified the drawdown breach risk, proactively self-canceled rather than waiting for expiry, tested options on the recovery signal, then correctly re-paused after continued non-fills. w39 rotation logic (sAAPL rank flip from -1.31% to +0.27% = exit; sMSFT worsened = enter) is quantitative and on-mission. One anomaly: w37 carries timestamp 13:35, whi","wakeTriggers":["Intent 0x431 (sAAPL sell 0.052 β†’ 14.7 USDC) resolves (filled or expired)","Intent 0x432 (sMSFT buy 0.0425 β†’ 17 USDC) resolves (filled or expired)","90-min fallback (fires in ~10 min from last data)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 87 settled deals, 11 open intents live β€” should be able to fill 0x431/0x432 if prices overlap","available":"ok, active"},{"agent":"option-taker-matheus","fit":"yes","why":"Only known option buyer (1 custom settled deal); Engine 1 paused so no options to take right now","available":"ok, but moot while Engine 1 paused"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents in overlapping tokens (USDCβ†’ETH active), could cross with rotation swaps incidentally","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from available data. Engine 1 is self-paused (correct given 7 unfilled attempts). Engine 2 posted rotation swaps at w39; whether LP's current 11 open intents include matching sAAPL/sMSFT legs is unverifiable without reading the book, but no evidence the agent missed a fillable intent.","wakeScript":{"wellReasonedForMission":true,"good":["Watches specific intent IDs (0x431, 0x432) β€” not book-level noise, targeted to the agent's live positions","Fires on resolution of EITHER intent (OR logic) β€” correct, agent needs to reconcile as soon as any rotation leg settles","90-min fallback for reconciliation/repricing β€” appropriate cadence for a patient contrarian rotator","Zero-LLM, no sub-minute polling (60s interval is the floor, acceptable)"],"lacking":["readIntent returning falsy is ambiguous: a network error or a not-found both satisfy !intent0x431, risking a spurious wake on transient RPC failure rather than "],"suggestedChange":"Check for an explicit settled/expired status field from readIntent rather than truthiness β€” e.g. `if (intent.status === 'settled' || intent.status === 'expired')` β€” to prevent spurious wakes on RPC errors."},"issues":[{"scope":"agent","title":"Wake number / timestamp ordering anomaly at w37","detail":"w37 is logged at 13:35, chronologically before w36 (14:00), despite a higher wake number. w37 content (Engine 1 pause decision) and w36 content (option post citing 'recovery') appear to conflict in sequence. Could be a concurrent wake race or a timestamp bug in the wake logger.","fix":"Audit wake scheduling: check if two watcher instances were running simultaneously around 13:35–14:02; confirm wake numbers are assigned atomically at fire time, not at script start."},{"scope":"agent","title":"Engine 1 indefinitely paused β€” 0 options revenue","detail":"7+ consecutive ETH/BTC option intents unfilled; Engine 1 self-paused correctly, but no re-enable condition is defined in the current watcher. Recovery to -10.85% drawdown and crypto vol up 0.75%+ (per w36) didn't sustain option buyer interest.","fix":"Define a concrete re-enable trigger for Engine 1: e.g., drawdown < -5% AND 1+ option-taker open intents visible on book. Without a re-enable path, Engine 1 stays paused indefinitely even if conditions improve."},{"scope":"core","title":"readIntent null-check insufficient for reliable resolution detection","detail":"The watcher fires when !readIntent result β€” which is true for both 'intent settled/expired' and 'RPC error/timeout'. A transient node error triggers a spurious LLM wake and burns ~$0.15.","fix":"SDK readIntent should return a typed status ('open'|'settled'|'expired'|'error') so watchers can distinguish resolution from failure; or document the null contract explicitly so agent scripts can handle it."}],"assessment":"Kill threshold was not breached. Drawdown recovered from -19.26% (w35) to -10.85% (w38), a 8.4pp improvement β€” likely driven by crypto leg (BTC+ETH up 0.75%+). Engine 2 is active again with two live rotation swaps; Engine 1 (options) remains correctly paused after 7 unfilled attempts. Realized PnL still -$11.64 lifetime."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34,0.15],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.24,"realizedPnl":0.98,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":453,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":249,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1552}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC). Neither price trigger has fired in 233 min since last wake β€” price remains mid-range. Edge erosion commentary (1.5%β†’3.1%β†’1.5% across w22–w25) is inconsistent in direction but the core behavior is correct convergence-waiting. Bear-yosher crash (392 min) has nearly","badge":"HOLDING, BOOK EMPTY","confidence":"high","bottomLine":"Correct hold behavior β€” no stop/forward trigger in 233 min confirms sAAPL in $277.34–$303.75 range. The tertiary wake trigger (new binary/option intents) is functionally dead with bear-yosher crashed and 0 open intents on book; next scheduled check is Jun11 20:00 UTC fallback. No agent-side fault; fleet-level binary supply is the binding constraint.","rootCause":{"class":"counterparty-starved","evidence":"0 open binary/option intents on book; bear-yosher (primary binary poster, 17 deals) crashed 392 min ago; mimic-ljuba (16 deals, ok) is the sole remaining binary source but hasn't posted new intents in the window; option-writer-matheus (16 deals, ok) is the only option source"},"reasoningRead":"Sound and solving the right problem. 'No misprice' across w19–w26 is not churn β€” it is correct convergence behavior for a position approaching its Jun12 horizon with no book activity. One flag: edge erosion figures are directionally inconsistent (w22: 1.5%, w24: 3.1%, w25/w23: 1.5%) β€” the agent may be recomputing edge from a stale or varying Polymarket reference each wake rather than tracking a mo","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","horizonTs reached (Jun12 20:00 UTC, via state.json)","new binary/option intent appears on book (60s poll)","MISSING: bear-yosher restart event β€” tertiary trigger now nearly inert with 0 binary posters active; no compensating signal"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Writes options (70/30 engine); polymarket-ljuba's primary source for cheap/ITM options to buy","available":"ok, 16 deals, awake"},{"agent":"mimic-ljuba","fit":"yes","why":"Posts BinaryBets mirroring recent activity; potential taker target","available":"ok, 16 deals, awake β€” but 0 open intents"},{"agent":"bear-yosher","fit":"yes","why":"Was primary binary intent poster (BTC/ETH down + tech up thesis); polymarket-ljuba's best mispricing source","available":"crashed, armed=false, pidAlive=false, 39"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes near-decided binaries; competes for same targets, not a source","available":"ok, 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” 0 open binary/option intents on book during this window; bear-yosher crash eliminated the primary supply. No takeable intents existed to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on oracle stop ($277.34) and forward ($303.75) β€” right triggers for the held sAAPL swap","Reads horizonTs from state.json (not hardcoded) β€” correctly picked up Jun12 20:00 UTC after w25 correction","Jun11 20:00 UTC fallback (24h before expiry) is operationally correct β€” gives time to source maker candidates before final horizon","4h minimum fallback floor prevents runaway-long sleep if Jun11 is already past","60s poll cadence appropriate for intraday price monitoring against hard stop/forward levels","Tertiary new-binary/option-intent trigger correctly scoped to kind=unknown|binary|option β€” will catch option-writer-matheus output"],"lacking":["Tertiary trigger is now near-inert: bear-yosher (primary binary poster) is down, 0 open intents on book β€” the poll is running but never fires on new intents","Edge computation between wakes appears inconsistent (1.5%β†’3.1%β†’1.5%) β€” watcher doesn't re-anchor to a single Polymarket reference fetch; each wake recomputes in"],"suggestedChange":"No structural change needed β€” the watcher is correctly staged for the Jun11 fallback and price triggers are the load-bearing logic. Single highest-value addition: log the current sAAPL oracle price on every poll tick (not just on trigger) s"},"issues":[{"scope":"agent","title":"Binary intent supply collapsed with bear-yosher crash","detail":"bear-yosher was the dominant binary poster (17 deals); 392 min offline means polymarket-ljuba's tertiary trigger (new binary/option intent) will not fire until bear-yosher restarts or mimic-ljuba posts. 0 open binary/option intents currently.","fix":"Restart bear-yosher; or expand polymarket-ljuba's counterparty awareness to actively poll option-writer-matheus's posted options as a compensating source"},{"scope":"agent","title":"Inconsistent edge-erosion figures across wakes","detail":"w22=1.5%, w23=1.5%, w24=3.1%, w25=1.5% β€” edge should erode monotonically as horizon approaches; non-monotonic values suggest Polymarket probability fetch is varying or the computation anchors to a different reference each wake","fix":"Pin the Polymarket reference probability at position-entry in state.json and compute edge decay relative to that anchor, not a live re-fetch each wake; or log the raw Polymarket probability alongside the edge % so drift is auditable"}],"assessment":"Correct hold behavior β€” no stop/forward trigger in 233 min confirms sAAPL in $277.34–$303.75 range. The tertiary wake trigger (new binary/option intents) is functionally dead with bear-yosher crashed and 0 open intents on book; next scheduled check is Jun11 20:00 UTC fallback. No agent-side fault; fleet-level binary supply is the binding constraint."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":1381884,"w5Usd":1.09,"w5PctPool":0.6,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":1381884,"w7Son":1381884,"hourly":[0,0,0,0.74,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":99.05,"realizedPnl":-0.95,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":559,"wakes":44,"firstWakeMs":1780939200000,"lastWakeMs":1781113620000,"ageMin":21,"lastWhy":"9+ BTC oracle-price expiries β€” LP always premium, no retail takers. Playbook: pivot to ETH which fills more reliably. 4 ","repeatWakes":39,"avgGapMin":68,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781121600000,"watching":"#1089 ETH DCA resolves (fill/expire ~18:47 UTC) or stock close 20:00 UTC","armed":true,"nextFallbackMin":112}},"verdict":{"summary":"4th consecutive BTC DCA failure at 7 USDC lot size (w20β†’w21 #777 expired, w22 #831 expired, w23 #887 now almost certainly expired β€” posted 51 min ago, intent had 12 min left at Step-1 observation time). Agent's w23 rationale 'LP may come alive at this lower oracle' misdiagnoses the blocker: LP-Maker minimum is a lot-size floor (12 USDC), not an oracle-price ","badge":"DCA LOT STUCK","confidence":"high","bottomLine":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC.","rootCause":{"class":"structural","evidence":"LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20, w21 #777 expired, w22 #831 expired, w23 #887 ~expired). 0xBd6a took 2/8 lifetime deals at small lots but no confirmed current book presence. No other demonstrated small-lot BTC taker in fleet."},"reasoningRead":"Sound process, wrong diagnosis. Agent correctly identifies it is BTC-underweight and that LP is not filling β€” but attributes non-fill to 'lower oracle price' rather than LP's lot-size floor. This is the key reasoning error: it produces a confident-looking rationale for repeating a structurally blocked action. Increasing the oracle-competitive price does nothing when the minimum is 12 USDC and the ","wakeTriggers":["intent #887 resolved (ownIntentResolved poll every 60s)","stocks market open 2026-06-10T13:30:00Z fallback (36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"12 USDC minimum lot size; current BTC intent is 7 USDC β€” hard floor, not price-sensitive","available":"live, 10 open quotes"},{"agent":"0xBd6a…9863","fit":"maybe","why":"Only demonstrated small-lot BTC taker (2/8 deals); external address, reliability unknown","available":"no confirmed current book presence"},{"agent":"vulture-andrew","fit":"no","why":"Taker of mispriced/near-decided deals, not a BTC swap maker","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"none confirmed β€” agent correctly checked the book for favorable takes at w18 (took sAAPL) and w19 (no stock takes available). No evidence of a fillable take it passed on since last summary.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger is correct: intent resolution (fill/expire) fires first, stocks market open as hard fallback β€” no wasted sleep","60s poll interval appropriate for a patient DCA agent","Watcher is zero-LLM, has fallback, and armed correctly (pidAlive=true, nextFallbackMin=36)"],"lacking":["Watches for intent resolution but cannot detect lot-size mismatch β€” agent will post another 7 USDC intent at next wake unless the mission CLAUDE.md is corrected"],"suggestedChange":"No watcher change needed β€” the watcher logic is correct. The fix belongs in the agent's CLAUDE.md: add an explicit constraint 'BTC lot minimum 12 USDC to be LP-fillable' so the next wake posts a fillable intent instead of repeating the stru"},"issues":[{"scope":"agent","title":"Incorrect diagnosis of LP non-fill: oracle price vs lot-size floor","detail":"Agent's w23 log states 'LP may come alive at this lower oracle' β€” but LP-Maker minimum is 12 USDC regardless of price. 7 USDC lots are always below the floor. This reasoning will produce a 5th identical expiry.","fix":"Add to rebalancer-lior CLAUDE.md: 'LP-Maker minimum lot is 12 USDC; BTC DCA slices must be β‰₯ 12 USDC to be LP-fillable. Do not post below this threshold and attribute failure to oracle price.'"},{"scope":"agent","title":"4 consecutive failed BTC DCA slices with zero lot-size adaptation","detail":"w20 β†’ w21 (#777 expired) β†’ w22 (#831 expired, agent logged '3rd attempt') β†’ w23 (#887, almost certainly expired). Mission is DCA progress; zero fills = zero progress. BTC remains -7.4pp underweight.","fix":"Bump BTC DCA slice to 12–15 USDC to enter LP-fillable range. If budget constrains lot size below 12 USDC, document that BTC DCA is blocked until budget allows a fillable slice and shift focus to stock rebalancing (sAAPL underweight -15pp, stocks open in ~36 min)."}],"assessment":"Rebalancer has posted the same 7 USDC BTC intent 4 times; all have expired or are about to. LP-Maker's 12 USDC minimum is a hard lot-size constraint β€” the agent's own reasoning ('LP may come alive at lower oracle') is incorrect and will cause a 5th identical failure. 0xBd6a has not shown confirmed recent book presence. The only near-term unblocking event is stocks market open at 13:30 UTC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21,0.24],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100,"realizedPnl":0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":368,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":261,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":694921,"w5Usd":0.43,"w5PctPool":0.3,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":694921,"w7Son":1474390,"hourly":[0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":100.48,"realizedPnl":0.48,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":559,"wakes":20,"firstWakeMs":1780924988000,"lastWakeMs":1781113419000,"ageMin":24,"lastWhy":"Real -1.75% dislocation vs 1.5% threshold. Modest stretch β†’ lower end of 15-25% range, $18 USDC slice (18% of book). USD","repeatWakes":11,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781120762884,"watching":"sNVDA buy-dip intent 0x437 resolves or 2h fallback","armed":true,"nextFallbackMin":98}},"verdict":{"summary":"After 8 straight no-trade wakes (w13–w20) due to sNVDA position/market-hours double-block and no buy-dip above 1.5%, w21 (17:43 UTC) fired on a real βˆ’1.75% sNVDA dislocation and posted 18 USDC β†’ 0.089 sNVDA intent 0x437 at oracle mid $202.28/sNVDA. Watcher is live and armed, watching for 0x437 resolution (2h fallback at 114 min). Key change from last summary","badge":"INTENT LIVE, GAP RISK","confidence":"high","bottomLine":"Intent 0x437 (18 USDC β†’ 0.089 sNVDA, ~114 min remaining) is priced at oracle mid $202.28/sNVDA; LP-Maker's sNVDA ask is $203.33 β€” a $1.08/unit gap (0.53%). LP will not fill below its ask floor, and no other active sNVDA seller exists in the fleet. Unless oracle reprices upward by ~0.5%, this intent will expire unfilled. The trade thesis (βˆ’1.75% dislocation, correct sizing) is sound; the fill gap is structural, not the agent's fault.","rootCause":{"class":"mispriced","evidence":"Intent 0x437 bids $202.25/sNVDA (18 USDC / 0.089 sNVDA); LP-Maker's sNVDA ask is $203.33. Gap = $1.08/unit (~$0.096 total on 0.089 units). Agent priced at oracle mid ($202.28) which is correct per mission, but LP quotes above mid β€” structural mismatch, not agent error. Lot size (18 USDC) clears LP's"},"reasoningRead":"Sound β€” w21 correctly identified βˆ’1.75% sNVDA dislocation (above 1.5% threshold), sized at 18% of book ($18 USDC), and posted at oracle mid. Reasoning is on-mission, quantitative, and non-churn. The 8 prior no-trade wakes were disciplined blocking (zero position / market hours) rather than churn. One concern: posting at oracle mid when LP's ask is known to be $1.08 above creates a predictably unfi","wakeTriggers":["ownIntentResolved('0x437') β€” fires when intent fills or expires","2h fallback (nextFallbackMin=114) β€” catches expiry if intent resolution event missed","MISSING: no pre-post LP ask check β€” agent doesn't verify that LP's current ask ≀ oracle mid before posting, so it can post an intent the only counterparty won't"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only active sNVDA seller in fleet; ask $203.33 vs intent bid $202.25 β€” gap must close ~0.5% for fill","available":"live, 11 open intents, but ask above int"},{"agent":"stacker-massimo","fit":"no","why":"Also a sNVDA buyer (same side), not a seller; also crashed (armed=false, pidAlive=false)","available":"offline"},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced swaps, but intent is at oracle mid β€” not a 'mispriced' bait; also crashed","available":"offline 193 min"}],"reliableCounterparties":0,"missedOpportunities":"none β€” swing-nikita is a poster (one slice per wake); taking others' intents is outside mission scope. Watcher is intent-specific so inter-wake opportunity detection is by design absent.","wakeScript":{"wellReasonedForMission":true,"good":["Watches ownIntentResolved on 0x437 β€” exactly the event this agent cares about post-post","2h fallback covers intent expiry window cleanly (fallbackMs: 2*3600_000)","Zero-LLM, zero polling overhead β€” tight loop with proper deadline guard","PID file written on launch β€” correct liveness signaling"],"lacking":["Intent-specific: once 0x437 resolves, no mechanism to detect a new dislocation mid-sleep β€” but this is acceptable per 'one slice per wake' mission cadence"],"suggestedChange":"In the pre-post wake logic (not the watcher), add a live LP ask fetch: if LP's sNVDA ask > oracle_mid * 1.003 (i.e., spread > 0.3%), skip posting and re-arm for 30 min β€” avoids burning $0.43 on an intent the only counterparty won't fill."},"issues":[{"scope":"agent","title":"Posts at oracle mid without checking counterparty ask floor","detail":"w21 cost $0.43 (entire 5h spend) to post an intent that LP cannot fill at its current $203.33 ask vs $202.28 oracle mid. Agent's pre-post reasoning doesn't include a live ask sanity check.","fix":"Before posting, fetch LP's live sNVDA ask; if ask > oracle_mid + threshold (e.g., 0.3%), defer wake and re-arm for 30–60 min rather than posting a dead-on-arrival intent."},{"scope":"core","title":"No fleet-level signal when LP ask diverges significantly from oracle mid","detail":"A $1.08 LP-ask-over-mid gap ($203.33 vs $202.28) means any swap agent posting at oracle mid for sNVDA will get unfilled. This is a fleet-wide condition that affects swing-nikita, rebalancer-lior, and stacker-massimo simultaneously.","fix":"Expose a per-asset 'LP spread vs oracle mid' metric in the belt/book data so agents can gate posting decisions on live spread width, not just dislocation magnitude."}],"assessment":"Intent 0x437 (18 USDC β†’ 0.089 sNVDA, ~114 min remaining) is priced at oracle mid $202.28/sNVDA; LP-Maker's sNVDA ask is $203.33 β€” a $1.08/unit gap (0.53%). LP will not fill below its ask floor, and no other active sNVDA seller exists in the fleet. Unless oracle reprices upward by ~0.5%, this intent will expire unfilled. The trade thesis (βˆ’1.75% dislocation, correct sizing) is sound; the fill gap is structural, not the agent's fault."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":11463959,"w5Usd":6.91,"w5PctPool":4.6,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":9964167,"w7Son":80424758,"hourly":[0,0,0,1.04,5.86,0,2.83,3.28,9.49,14.05,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03,0.11],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":98.2,"realizedPnl":-1.78,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":215,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":212,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"LP recovery unblocked vulture immediately: rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (13:47) as deals 98/99, +$0.28 edge β€” confirming LP was the binding constraint. Bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% remain open; LP does not take bait sells (it's a neutral maker, not a directional taker), so fills depend on momentum/swin","badge":"FILLING POST-LP-RECOVERY","confidence":"high","bottomLine":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture.","rootCause":{"class":"counterparty-starved","evidence":"9 of 11 recent settled deals ↔ LP-Maker-Matheus; rebalance buys 935/932 settled instantly once LP returned (w63 13:47); bait sells 874/875/876 require directional takers not LP β€” momentum/swing/stacker live but haven't crossed yet this cycle"},"reasoningRead":"Sound and solving the right problem. w63 correctly posted rebalance buys immediately on LP recovery and captured +$0.28 instantly. w64 correctly pruned 950 (eroded to 0.36% below 0.5% floor) and 941 (stale after 0.31% oracle drift). Bait sell hold decision (β‰₯1% with longer TTL vs rivals at 1% floor) is quantitatively justified per playbook. No churn detected.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","check-my-quotes: cancelCmds.length > 0 (erosion/undercut)","pre-expiry: ~5 min before soonest intent expiry","hard fallback: 2h (117 min remaining)","MISSING: no immediate trigger when LP posts a matching quote β€” relies on 30s poll cycle, so LP quote arrival can lag up to 30s before vulture fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9/11 recent deals); fills rebalance buys instantly on return β€” confirmed deals 98/99","available":"active, woke 18 min ago, 8 open quotes"},{"agent":"0xBd6a…9863","fit":"yes","why":"Secondary swap counterparty, 3/11 recent settled deals β€” unknown agent but reliably active","available":"active (recent deal history)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if these are the strongest movers this wake; directional taker","available":"pidAlive=true, woke 18 min ago"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could take vulture's bait sells if asset stretched above trailing avg","available":"pidAlive=true, active at market open"},{"agent":"stacker-massimo","fit":"no","why":"Only buys sNVDA at 0.50 USDC/wake β€” lot size too small for vulture's bait sells","available":"fired, now armed=false"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes mispriced swaps on fast CEX feed; could cross vulture's bait sells if oracle lags","available":"7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"None. w57–w62 correctly report no takeable edges β‰₯1%. Watcher can see the book via scan-edges (measurable). Honeypot pre-seed (779/836/869) prevents false positives. Hold decisions in w57/w60/w61 are correct per playbook.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% via scan-edges β€” directly aligned with vulture's pick-off mission","check-my-quotes erosion/undercut trigger prevents free pick-off of stale quotes","Pre-expiry trigger (~5 min before soonest expiry) protects against TTL-lapse waste","seenEdgeIds pre-seeded with confirmed honeypots (779/836/869) β€” zero-LLM guard","30s poll cadence + 2h hard fallback β€” appropriate for opportunistic agent"],"lacking":["30s poll means up to 30s lag between LP posting a matching quote and vulture firing β€” suboptimal for competitive fill race","No explicit LP-quote-arrival event trigger; relies on scan-edges polling rather than reactive signal"],"suggestedChange":"Add a lightweight LP-quote monitor: check if LP's open quotes include any asset vulture holds in rebalance deficit, and fire immediately if a match appears β€” closes the 30s lag window that could cost fills in a competitive market-open envir"},"issues":[{"scope":"agent","title":"[object Object] logging in wake descriptions","detail":"w59, w61, w62, w63, w64 all show '[object Object]' in the wake log summary line β€” an object is being string-interpolated without .toString() or JSON.stringify(). Degrades historical analysis readability.","fix":"Find the wake-log string concatenation where the state/result object is interpolated and replace with JSON.stringify(obj) or obj.summary / obj.action fields."},{"scope":"agent","title":"Realized PnL -$1.20 on 34 deals at 15.1% pool spend ($22.82/5h)","detail":"34 deals with $55.43 lifetime token cost and -$1.20 realized PnL means edge capture is not yet covering LLM costs. The +$0.28 from deals 98/99 is directionally correct but the rate needs to accelerate now LP is live.","fix":"Monitor PnL-per-deal over next 5 wakes with LP active; if bait sells remain unfilled >60 min into market-open epoch, lower bait floor from 1% to 0.75% to attract momentum/swing flow."}],"assessment":"LP return directly triggered instant fills on rebalance buys 935/932 (+$0.28, deals 98/99) at w63. The 8 bait sells still open are now waiting on directional takers (momentum/swing/stacker all live at market open) β€” LP cannot fill bait sells by design. No fill blockage remains; this is normal patient bait posture."}}],"unattributed":{"sessions":998,"tokens":143353394,"usd":74.54,"w5":7605534,"w5Usd":4.11,"hourly":[0,0.8,1.1,1.21,1.01,0,2.44,1.49,1.65,0.9,2.71,0.53,2.28,2.13,3.51,3.92,2.07,2.39,1.8,2.45,1.76,0.56,0.54,0.27]},"boardOverhead":{"sessions":1599,"tokens":33599779,"usd":70.15,"w5":2076991,"w5Usd":5.11,"hourly":[1.21,0,1.47,1.09,1.34,1.19,1.31,1.45,1.31,1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82,0.64]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":855664259,"grandUsd":510.75,"grandSessions":3139,"attributedTokens":678711086,"unattributedTokens":143353394,"boardTokens":33599779,"reassembledTokens":855664259,"tokensBalance":true,"attributionPct":82.6,"multiMatchSessions":110,"sessionsScanned":2548,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":37503,"dedupedMsgs":15703,"rawTokens":1949117524,"dedupedTokens":855664259,"dupRatio":2.278}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T18:04:43.826Z","swarm":{"headline":"LP HUB LIVE, BINARY DARK","funnel":{"posted":1090,"settled":120,"conversionPct":11,"byTemplate":{"Swap":95,"BinaryBet":17,"Custom":5,"Option":3}},"liquidityMap":[{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"RESOLVING β€” 10 live deals from pre-crash inventory; new supply = 0 (Bear crashed"},{"market":"Swap / LP Hub","flow":"LP-Maker-Matheus ⇄ {Vulture-Andrew, Rebalancer-Lior, Swing-Nikita, Arb-Hunter-Tom, 0xBd6a, 0x5F79}","status":"LIVE β€” 11 LP quotes open, 86 settled; Vulture crashed (bait-sell takers absent),"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"ISOLATED β€” straddle live (deals 118/119, call $203.69 + put $201.75); writer cra"},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"DEAD β€” both agents never deployed, 10 consecutive null cycles, 0 on-chain activi"},{"market":"Directional / DCA","flow":"Momentum-Nikita / Swing-Nikita / Stacker-Massimo β†’ LP-Maker-Matheus","status":"WAITING β€” Momentum gap unmet (<2pp), Swing sNVDA intent 0x437 live but $1.08/uni"}],"causalLinks":[{"cause":"Bear-Yosher crashed 395 min ago β€” second consecutive watcher process death (armed=false, pidAlive=false; w40 'PID 6802 g","effect":"Binary market entering extinction: Mimic-Ljuba counterparty-starved (w55–w60 empty board), Arb-Hunter-Tom binary surface","evidence":"bear-yosher: 17 settled BinaryBets all ↔ Mimic-Ljuba; mimic-ljuba: '14 of 16 settled deals BinaryBet↔Bear-Yosher'; arb-hunter-tom: 'w167/w169/w170 confirm 0 binary bets on book'"},{"cause":"LP-Maker-Matheus recovered from 931-min gap and posted 11 open quotes","effect":"Vulture-Andrew's rebalance buys 935/932 (sNVDA/sMSFT) settled instantly at w63 (+$0.28 edge); LP is the single most crit","evidence":"vulture-andrew: 'rebalance buys 935/932 settled instantly once LP returned (w63 13:47) as deals 98/99'; lp-maker-matheus: 86 settled deals, $83.36/5h, 10/12 quotes live"},{"cause":"Rebalancer-Lior posts lots (4 USDC ETH, 7 USDC BTC) below LP-Maker's 12 USDC minimum floor","effect":"4 consecutive intent expirations (#777, #831, #887, current 4 USDC ETH 44 min left on track for 4th expiry); agent misat","evidence":"rebalancer-lior: 'LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC'; open book: '4 USDC β†’ 0.002466 ETH (44m left)' vs LP '0.007 ETH β†’ 11.5 USDC'"},{"cause":"Vulture-Andrew crashed 193 min ago (armed=false, pidAlive=false) with LP live and posting 11 quotes","effect":"Bait sells 874 (sAAPL 1%), 875 (sMSFT 1%), 876 (SSV 2.21%) presumably expired unfilled; LP's rebalance-demand flow has n","evidence":"vulture-andrew badge FILLING POST-LP-RECOVERY confirms LP is the binding factor; 'LP does not take bait sells'; orient: '$6.91/5h burn agent is missing active take opportunities'; 9 of 11 settled deal"},{"cause":"Option-writer-matheus crashed (armed=false, pidAlive=false; drawdown –19.26% at w35, kill at –20%), but pre-crash wrote ","effect":"Option-taker formed sNVDA straddle on pre-crash supply (deals 118/119: call $203.69 + put $201.75, $5 collateral each ~2","evidence":"option-taker: 'deal #118 sNVDA call… deal #119 sNVDA put'; option-writer: armed=false, pidAlive=false; drawdown recovered to –10.85% (w38) but writer still offline"},{"cause":"Oracle above CEX (inversion) blocking Arb-Hunter-Tom's give-USDC swap edges","effect":"6 consecutive waits since last fill (w164 SSV deal 114 +11bps); swap surface blocked w166/168/169 all confirm 'oracle ab","evidence":"arb-hunter-tom: 'Swap: w166 oracle above CEX (currently reversed), w168/w169 same'; badge BOTH SURFACES DRY; 11 lifetime settled deals all swaps ↔ LP-Maker-Matheus"}],"insights":[{"severity":"critical","title":"Binary market extinction imminent β€” Bear-Yosher 395 min crashed, no restart","detail":"Bear-Yosher (armed=false, pidAlive=false) is the sole binary intent poster. 10 live Bear↔Mimic BinaryBets are the last active inventory; board has been empty of BinaryBets across wakes w55–w60 post-crash. Once these 10 resolve, 0 binary supply remains and Mimic-Ljuba (1 live custom deposit only) and Arb-Hunter-Tom both lose their binary surface permanently.","evidence":"bear-yosher: 17 settled BinaryBets all ↔ Mimic-Ljuba; watcher died twice (w40 'PID 6802 gone', w41 recovery also died); mimic-ljuba: '0 BinaryBets on book w55–w60'","scope":"core","fix":"Restart Bear-Yosher immediately. Root cause is platform process supervision β€” two consecutive watcher deaths, not a logic fault. Add SIGCHLD watchdog or supervisor so a dead watcher child triggers immediate re-arm without requiring a manual restart."},{"severity":"critical","title":"Vulture-Andrew 193 min crashed while LP has 11 live quotes β€” bait-sell window wasted","detail":"Vulture-Andrew (armed=false, pidAlive=false) went dark 193 min ago while LP-Maker-Matheus holds 11 open quotes. Bait sells 874/875/876 (sAAPL 1%, sMSFT 1%, SSV 2.21%) presumably expired. The LP recovery at w63 proved LP is Vulture's binding constraint β€” and LP is now live with no Vulture to take. Agent burns $6.91/5h with 0 open positions.","evidence":"vulture-andrew: 'rebalance buys 935/932 settled instantly once LP returned (w63 13:47) as deals 98/99'; armed=false, pidAlive=false; orient: 'LP is now live with 11 open intents β€” $6.91/5h burn agent is missing active take opportunities'","scope":"core","fix":"Restart Vulture-Andrew. Same platform supervision gap as Bear-Yosher. Fleet cannot afford its two LP-fill-dependent agents both dark during an active LP window."},{"severity":"warn","title":"Rebalancer-Lior 4-peat lot-size miss β€” self-misdiagnosed as oracle issue","detail":"Agent posts 4 USDC ETH and 7 USDC BTC lots against LP-Maker's hard 12 USDC minimum floor. Intents #777, #831, #887 all expired; current 4 USDC ETH intent (44 min left) on track to expire 4th time. Agent logs blame oracle; the actual blocker is lot size. No other demonstrated small-lot ETH/BTC taker exists in the fleet.","evidence":"rebalancer-lior: 'LP-Maker minimum = 12 USDC; every BTC intent posted at 7 USDC (w20 #777 expired, w22 #831 expired, w23 #887)'; current open: '4 USDC β†’ 0.002466 ETH (44m left)' vs LP '0.007 ETH β†’ wants 11.5 USDC'","scope":"fleet","fix":"Update Rebalancer-Lior CLAUDE.md: when LP-Maker is the only available counterparty, post β‰₯12 USDC lots minimum. Alternatively, accumulate across DCA rounds before posting. Stop diagnosing oracle as the cause β€” it is not."},{"severity":"warn","title":"Option-writer crashed post-recovery β€” straddle orphaned with no new supply","detail":"Option-writer (armed=false, pidAlive=false) is offline after drawdown hit –19.26% at w35 (kill limit –20%). Drawdown recovered to –10.85% by w38 but writer has not restarted. Option-taker holds live sNVDA straddle (deals 118/119, ~23h expiry); once these expire, taker has no option supply to act on.","evidence":"option-writer: armed=false, pidAlive=false; 'w38 book reads $89.15 = –10.85% drawdown β€” kill limit cleared'; option-taker: deals 118 (sNVDA call $203.69) + 119 (sNVDA put $201.75) both live","scope":"core","fix":"Restart option-writer-matheus. Drawdown is above kill threshold β€” auto-restart condition is met. Investigate why drawdown recovery did not trigger self-restart; may be same watcher process-death pattern as Bear/Vulture."},{"severity":"warn","title":"Stacker-Massimo missed epoch fire β€” 242 min dark at market-open time","detail":"Stacker-Massimo shows armed=false, pidAlive=false, last_wake=242 min ago. Epoch 1781098200 (13:30 UTC) was the expected fire time; prior cycle showed correct countdown (189β†’129 min). If US market is open (13:30–20:00 UTC), agent is missing its DCA window with 9 USDC free and 0.004928 sNVDA held.","evidence":"stacker-massimo: armed=false, pidAlive=false; prior summary: 'still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC)'; orient: 'Stacker-Massimo epoch [missed or crashed]'; last_wake_min_ago=242","scope":"core","fix":"Restart Stacker-Massimo. Check epoch fire log for error at 13:30 UTC. Consistent with fleet-wide watcher process-death pattern β€” same supervision gap."},{"severity":"warn","title":"LP-Maker concurrent session collisions β€” full book rebuilds at ~$2 gas each","detail":"LP-Maker-Matheus reports concurrent session collisions at w65, w67, w68: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' LP is the hub for 5+ agents β€” its instability cascades to every dependent taker.","evidence":"lp-maker-matheus: 'w67: 10 total txns this wake. Gas ~$2'; 'w68: #1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'; 'w65: Concurrent session spawned duplicates'","scope":"core","fix":"Serialize LP-Maker-Matheus wakes to prevent concurrent sessions. Add a process lock or single-session guard before posting. Each collision costs ~$2 gas and leaves the book partially rebuilt β€” an unnecessary tax on the fleet's primary liquidity source."}],"fleetMoves":[{"scope":"core","action":"Restart Bear-Yosher, Vulture-Andrew, Option-Writer-Matheus, Stacker-Massimo β€” all 4 have armed=false, pidAlive=false with live counterparties or active positions waiting. Fix platform watcher process supervision (watchdog/SIGCHLD re-arm) before restarting, or they will die again."},{"scope":"core","action":"Add watcher process watchdog fleet-wide β€” 4 agents have experienced watcher death without re-arm this cycle (Bear: 2 deaths, Vulture, option-writer, Stacker). Single-death recovery exists but fails on the second death. This is systemic, not per-agent."},{"scope":"fleet","action":"Update Rebalancer-Lior CLAUDE.md to enforce β‰₯12 USDC lot size when LP-Maker is the sole available counterparty β€” 4 consecutive expired intents on guaranteed-expiring lots are burning waker tokens with zero chance of fill."},{"scope":"core","action":"Serialize LP-Maker-Matheus wakes to eliminate concurrent session collisions β€” w65/w67/w68 each triggered full book rebuilds at ~$2 gas; LP is the fleet hub and session instability cascades to all 5+ dependent agents."},{"scope":"fleet","action":"Deploy index-maker and index-taker or formally deprecate β€” 10 null cycles with no deployment decision made. The segment occupies fleet observer capacity with zero return."}],"at":"2026-06-10T18:08:48.920Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAP LIVE, BINARY FADING","healthDelta":"Worse than last run: Bear-Yosher is confirmed crashed (armed=false, pidAlive=false, 392 min offline) β€” binary source drying up as pre-crash Bear↔Mimic inventory (10 live deals) resolves; Vulture-Andrew also crashed (193 min, 0 open intents, baits 874/875/876 presumably expired); Stacker-Massimo epoc","focusAreas":["Bear-Yosher crashed 392 min ago: 10 live Bear↔Mimic BinaryBets are resolving from pre-crash inventory β€” after these settle, no new binary intents will appear until Bear restarts","Vulture-Andrew dark 193 min: was LP-fill-dependent and LP is now live with 11 open intents β€” $6.91/5h burn agent is missing active take opportunities","Rebalancer-Lior has a 4 USDC β†’ 0.002466 ETH intent live (58m left) at $1,622/ETH vs LP's ETH ask at $1,643/ETH (~$21 gap, lot size 4 USDC well below LP's ~11.5 USDC floor) β€” same floor-miss pattern as","Stacker-Massimo: armed+pid both now false with last_wake=242 min ago; epoch 13:30 UTC passed without a new logged wake β€” missed or crashed at epoch fire","Swing-Nikita 18 USDC β†’ 0.089 sNVDA live at $202.25/sNVDA vs LP sNVDA ask $203.33/sNVDA β€” ~0.5% spread gap, may expire unfilled"],"perAgentFocus":{"arb-hunter-tom":"Edge compressed to +11bps floor (down from +35bps at w128); Bear-Yosher crashed 392 min ago β€” is the binary arb feed (near-decided bets) drying up with Bear offline, and does the current book contain any near-decided binary targets at all?","bear-yosher":"Confirmed crashed: armed=false, pidAlive=false, 392 min offline, health=stuck β€” what is the last logged wake, is there any evidence of what caused the crash, and how many of the 10 live Bear↔Mimic BinaryBets remain before the binary market ","index-maker":"9th consecutive null cycle, byte-identical state across all runs β€” is this agent simply never deployed (config/wallet absent) or is there a specific launch blocker that a CTA could resolve?","index-taker":"9th null cycle, dependency on index-maker; same question β€” is index-taker also never deployed, and does it make sense to keep both in the fleet health metrics if neither will ever run without manual intervention?","lp-maker-matheus":"Active at 11 open intents ($61.54/5h) β€” prior noted missing ETH ask and BTC ask; are those two quotes now present in the current book, and did LP fill the Rebalancer-Lior 4 USDC ETH intent (rate $1,622 vs LP ask $1,643) or the Swing-Nikita ","mimic-ljuba":"Bear crashed 392 min ago β€” 10 live Bear↔Mimic deals are settling from pre-crash inventory; with Bear down, has Mimic found any new binary intent sources (option-writer-matheus has 16 deals, polymarket-ljuba is active), or is Mimic in passiv","momentum-nikita":"Armed+pid alive (nextFallbackMin=239) but no asset cleared the 2pp relative-gap threshold since w16 (246 min ago) β€” has SSV (persistent near-leader) moved any closer to the threshold, and is the 2pp gap the right bar given current market co","option-taker-matheus":"Last wake 7 min ago found zero audited Option intents β€” option-writer-matheus was near its -20% drawdown kill at w35 and fires in 13 min; is option-writer still alive and posting new options, or has it hit the drawdown limit and stopped wri","option-writer-matheus":"Was at -19.26% drawdown at w35 (0.74% from the -20% kill limit), self-canceled 933/938; fallback fires in 13 min β€” has drawdown stabilized, widened, or has the -20% kill threshold already been breached in the ~79 min since last wake?","polymarket-ljuba":"Holds 0.085722 sAAPL at $290.79 entry (stop $277.34 / forward $303.75 / horizon Jun 12 20:00 UTC); 7 consecutive 'no misprice' wakes β€” has sAAPL price moved materially toward the $303.75 target or the $277.34 stop in the 230 min since last ","rebalancer-lior":"Has a 4 USDC β†’ 0.002466 ETH intent live (58m left) at implied $1,622/ETH; LP's ETH ask is $1,643/ETH and LP's minimum lot is ~11.5 USDC β€” is this the same lot-size floor-miss pattern as the 7 USDC BTC failures (#777/#831/#887), and has the ","stacker-massimo":"Epoch 1781098200 (13:30 UTC) has now passed; last_wake=242 min ago is pre-epoch, armed=false, pidAlive=false β€” did the epoch-triggered wake actually fire (and settle a deal with LP), or did the watcher crash before reaching the epoch, leavi","swing-nikita":"Has 18 USDC β†’ 0.089 sNVDA intent live (54m left) at $202.25/sNVDA vs LP's sNVDA ask of $203.33/sNVDA (~0.5% gap, ~$0.10/unit short) β€” is this a genuine bid-ask mismatch that will expire unfilled, or is there a fill path at this spread?","vulture-andrew":"Crashed 193 min ago (armed=false, pidAlive=false, health=stuck); bait sells 874/875/876 (sAAPL 1%, sMSFT 1%, SSV 2.21%) now show 0 open intents β€” did they expire or get filled, and with LP live at 11 quotes, what specific takes in the curre"},"ctas":[{"scope":"agent","text":"Restart bear-yosher: 392 min offline, armed+pid both false β€” binary market loses its primary intent source once the 10 pre-crash Bear↔Mimic live deals settle"},{"scope":"agent","text":"Restart vulture-andrew: 193 min offline; LP now live with 11 open intents (the binding fill constraint is resolved); bait sells 874/875/876 presumably expired and need reposting"},{"scope":"agent","text":"Investigate stacker-massimo: epoch 1781098200 (13:30 UTC) passed but no new wake logged (last_wake=242 min pre-epoch); armed+pid both false β€” determine if epoch fired successfully or if the 10 USDC bu"},{"scope":"agent","text":"Fix rebalancer-lior lot sizing: current 4 USDC ETH intent will expire unfilled (LP floor ~11.5 USDC for ETH); agent has now missed BTC Γ—3 (7 USDC) and ETH Γ—1 (4 USDC) on the same floor β€” the CLAUDE.md"},{"scope":"fleet","text":"Decide index-maker/index-taker fate: 9th null cycle, zero state change across all runs β€” either deploy them (wallet + config) or remove from fleet health metrics to reduce noise"},{"scope":"agent","text":"Check option-writer-matheus drawdown before its 13-min fallback fires: was 0.74% from the -20% kill limit at w35 (79 min ago) β€” if breached, option-taker-matheus has no viable targets"}],"at":"2026-06-10T17:52:21.310Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T19:09:00.323Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":71.29,"used7d":null,"used7dUsd":523.79,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":43.9,"estPct7d":36.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":124.7,"estPct7d":87.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":124.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":70.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":99864930,"w7":631551230,"tot":631551230},"haiku":{"w5":9856667,"w7":245470083,"tot":245470083}},"fleet":{"agentsUp":12,"lifetimeTokens":877041124,"lifetimeUsd":523.79,"sessions":3198,"deals":126,"openIntents":13,"totalIntents":1122},"oracle":{"USDC":1,"ETH":1626.59,"BTC":61713.08,"SSV":2.04,"AAPL":292.88,"NVDA":201.08,"MSFT":399.81},"oracleAt":"2026-06-10T19:05:31.418Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":1904815,"w5Usd":1.08,"w5PctPool":0.8,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":1904815,"w7Son":11439131,"hourly":[0,0.58,0,0,0.5,0.15,0.84,1.51,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2,0],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":99.98,"realizedPnl":-0.02,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":514,"wakes":175,"firstWakeMs":1780927992000,"lastWakeMs":1781118420000,"ageMin":2,"lastWhy":"bestTake=null on both surfaces. 0 binary bets. 0 fundable swap edges β‰₯10bps. Only new intent requires token not held.","repeatWakes":161,"avgGapMin":18,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781120087025,"watching":"new intent >#1112, OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"ALIVE β€” watcher armed=true/pidAlive=true, last wake 5 min ago (w173), fallback in 29 min. The Step-1 'armed=false' read was stale; current state is healthy. Now w173, still 11 settled deals β€” 7 consecutive waits (w166–w173). Both surfaces remain structurally blocked: binary surface dry (Bear-Yosher dark 452+ min, zero binary bets posted), swap surface oracle","badge":"WAITING, SURFACES DRY","confidence":"high","bottomLine":"Not crashed β€” fully armed with 29-min fallback. 7 consecutive waits (w166–w173, ~3 hrs) on two simultaneously blocked surfaces: 0 binary bets (Bear-Yosher + Vulture-Andrew both down) and oracle-above-CEX inversion killing all swap edges. HIGH_WATER advanced to 1093 (37 new intents) but none cleared arb threshold. PnL -$0.05 lifetime; token burn $1.23/5h is the real cost of waiting correctly.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets posted across w166–w173 β€” Bear-Yosher (primary binary poster) dark 452 min, Vulture-Andrew dark 253 min. Swap surface: oracle above CEX in every recent wake (w166 'mSSV sell-edge requires oracle ABOVE CEX, currently reversed'; w168 'oracle above CEX means no give-USDC edges'; "},"reasoningRead":"Sound and solving the right problem. The agent correctly distinguishes surface-by-surface: binary miss is counterparty absence, swap miss is oracle-inversion direction. It checks CEX margin (β‰₯0.5% bar), affordability, and approval status before each candidate. No churn β€” each wake advances HIGH_WATER and logs distinct conditions. The self-annotation at w173 ('clean wait β€” correct discipline') refl","wakeTriggers":["New intent posted with intentId > HIGH_WATER=1093","Binary bet with ≀30-min settlement where cexTakerInMoney=true","30-min hard fallback (primary driver of repeat wakes when both surfaces are dry)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 settled swap deals β€” primary and only reliable swap counterparty; alive but edges currently oracle-inversion blocked","available":"alive"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster; arb-hunter-tom's binary surface depends on Bear posting near-expiry bets","available":"crashed 452 min, armed=false/pidAlive=fa"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents arb-hunter-tom could snipe; also binary taker","available":"crashed 253 min, armed=false/pidAlive=fa"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled swap deal; posts DCA swaps that can be taker-positive when oracle aligns","available":"alive but DCA lots below LP floor β€” curr"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Binary surface had 0 bets on book across all 7 recent wakes β€” nothing to miss. Swap surface: oracle inversion blocked all give-USDC edges; no taker-positive intents existed per agent logs. HIGH_WATER 1056β†’1093 (37 new intents) but agent correctly logged each as taker-negative or outside mandate. No false negatives detectable from available data.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER sentinel correctly scopes to genuinely new intents β€” avoids re-evaluating stale book entries on every 30-min fallback wake","mSSV-sell pre-filter in watcher (implied price β‰₯ CEX before fireWake) prevents wasting a full LLM wake on a structurally taker-negative intent","Binary margin guard (β‰₯0.5% CEX margin) prevents marginal near-miss takes that don't cover latency risk","30-min fallback is appropriate cadence for a taker that needs to stay responsive without burning tokens on empty surfaces"],"lacking":["No oracle-inversion guard in watcher loop: when oracle > CEX, swap edges are structurally blocked, but the watcher still fires on every new intent above HIGH_WA","Binary path is effectively dead with Bear-Yosher and Vulture-Andrew both crashed β€” watcher's binary check (cexTakerInMoney on existing bets) will keep returning"],"suggestedChange":"Add a one-liner oracle-inversion guard before fireWake on new swap intents: fetch SSV CEX price (already cached) and compare to the intent's implied rate β€” skip fire if oracle is inverted and no binary bets are near expiry. This targets the"},"issues":[{"scope":"core","title":"Binary surface collapse β€” no poster fleet alive","detail":"Bear-Yosher (452 min dark) and Vulture-Andrew (253 min dark) are both crashed. Arb-hunter-tom's primary surface (near-decided binary latency takes) requires posters. With both down, binary flow is zero β€” arb-hunter-tom is structurally starved on its highest-edge surface.","fix":"Restart Bear-Yosher and Vulture-Andrew. Arb-hunter-tom cannot self-heal this β€” it's a fleet-level restart task."},{"scope":"agent","title":"Watcher fires into persistently inverted oracle β€” wasted wakes","detail":"7 consecutive wakes burned on swap intents that are taker-negative due to oracle > CEX. Each costs ~$0.58. The watcher has a mSSV-specific guard but not a general oracle-inversion guard. Estimated waste: 7 Γ— $0.58 = ~$4 in avoidable wakes over ~3 hrs.","fix":"In the watcher loop, before fireWake on any new swap intent, fetch CEX price for the oracle asset and compare to implied rate. If oracle > CEX (inversion), log and skip fire β€” only fire when inversion clears or a binary bet appears."}],"assessment":"Not crashed β€” fully armed with 29-min fallback. 7 consecutive waits (w166–w173, ~3 hrs) on two simultaneously blocked surfaces: 0 binary bets (Bear-Yosher + Vulture-Andrew both down) and oracle-above-CEX inversion killing all swap edges. HIGH_WATER advanced to 1093 (37 new intents) but none cleared arb threshold. PnL -$0.05 lifetime; token burn $1.23/5h is the real cost of waiting correctly."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,1.5,0,1.77,1.09,0.76,0.8,2.65,1.69,2.45,0.7,3.54,0.16,0,0,0.22],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":43.08,"realizedPnl":-2.25,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":473,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":472,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed, 395 min dark. Prior summary: clean invariant maintenance through w38–w41 with 14β†’17 settled BinaryBets (all Mimic-Ljuba, -$0.36 PnL then). Since last summary: 3 more bets settled (now 17, PnL deteriorated to -$2.15, ~$1.79 swing β€” bets resolving against position as BTC held ~3.5% below strike). w40 already logged 'Watcher died (PID 6802 go","badge":"CRASHED, ANCHOR DOWN","confidence":"high","bottomLine":"Last logged wake w41 at 06-10T11:17 UTC (395 min ago). Watcher process has died twice (w40 PID 6802, w41's successor). Intent 869 (bear anchor posted at w41) is now gone β€” 0 open intents, invariant violated. The w41 wake-script was sound; the process died before its 4h fallback at ~15:17 UTC. 10 pre-crash live Bear↔Mimic deals continue resolving; once done, zero new binary supply enters the fleet until Bear restarts.","rootCause":{"class":"structural","evidence":"w40 explicitly logged 'Watcher died (PID 6802 gone)'; w41 recovery set a new watcher with 4h fallback but that process also died (armed=false, pidAlive=false, no w42). This is the second consecutive watcher death β€” not a logic fault, a platform/process-supervision gap. 17 settled deals all with Mimi"},"reasoningRead":"Sound reasoning solving the right problem β€” but irrelevant while the process is dead. Through w41, the agent correctly maintained the exactly-one-resting-bet invariant, handled the w36–w37 concurrent-wake duplicate, and monitored Deal 75 betExpiry. The crash is platform fault, not logic fault. The $1.79 PnL deterioration since last summary (now -$2.15) reflects bet resolution unfavorable to the be","wakeTriggers":["Intent 869 fill or expiry (no longer monitored β€” process dead)","New BinaryBet on book (not monitored)","ETH > $1,644.17 (+1.5% adverse) (not monitored)","BTC > $62,011.60 (+1.5% adverse) (not monitored)","Deal 75 near-expiry at 1781139624-300 = ~June 11 00:53 UTC (not monitored)","MISSING: 4h fallback (~15:17 UTC June 10) β€” should have fired, did not; process died before trigger"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"17/17 settled deals are Bear↔Mimic BinaryBets β€” the entire binary market is this pair. Mimic takes BELOW anchors nearly instantly (w36b: '79","available":"ok, active, 16 lifetime deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced BinaryBets β€” could take Bear's BELOW anchors if priced right, but only 2 lifetime deals, rarely active.","available":"ok, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” would take Bear's bets only when they're deep in-the-money near expiry, not fresh postings.","available":"ok, 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to the book. However: w41 logged 'No BinaryBets available to take' at last wake, so the immediate opportunity was zero. Any BinaryBets posted by other agents in the 395 min since w41 would be missed. Rebalancer-Lior's 4 USDC β†’ ETH intent (58m left) is not in Bear's mission scope.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expiry) β€” correct for a maker maintaining exactly-one-resting invariant","Fires on new BinaryBet appearances using hash filter β€” mission-aligned taker trigger","Monitors ETH/BTC for +1.5% adverse move β€” matches the halt-on-persistent-climb mission clause","Deal 75 near-expiry anchor (5 min early) β€” proactive, prevents invariant gaps","4h fallback present; zero-LLM; cadence (~60s poll) appropriate for binary markets"],"lacking":["The watcher process itself has no supervisor β€” when it dies (twice now: PID 6802 at w40, w41's successor before ~15:17 UTC), there is no auto-restart. The scrip"],"suggestedChange":"Add a platform-level process supervisor (systemd unit, PM2, or equivalent) that auto-restarts the watcher on exit β€” or expose a 'watcher heartbeat' endpoint the board can use to trigger a restart when pidAlive=false. The script itself is we"},"issues":[{"scope":"core","title":"Watcher process dies with no auto-restart","detail":"Two consecutive watcher deaths (w40 PID 6802 gone; w41's successor dead before its 4h fallback at ~15:17 UTC). When the process exits, there is no supervisor to revive it. Bear has been dark 395 min. This same failure mode will affect any agent whose watcher process exits unexpectedly.","fix":"Implement a process supervisor (systemd, PM2, or a board-level watchdog) that detects pidAlive=false and auto-restarts the watcher. This is the single highest-leverage fix for the fleet β€” it unblocks Bear and prevents the same crash from silently halting other agents."},{"scope":"agent","title":"Bear anchor broken β€” 0 open intents on restart","detail":"Intent 869 is gone (0 open intents). On restart, the agent must immediately re-post the BELOW-strike BinaryBet anchor to restore the exactly-one-resting invariant before doing anything else.","fix":"On next wake, agent should detect open_intents=0, skip all other logic, and post anchor first. The w41 wake script already handles this (invariant check fires before taker logic) β€” just needs the process restarted."},{"scope":"agent","title":"Binary market supply at zero while Bear is down","detail":"Bear is the only active BinaryBet poster. With 10 pre-crash live deals resolving and no new postings, Mimic-Ljuba (the sole reliable counterparty, 17 deals) has nothing to take. Binary market will go dark completely once pre-crash inventory clears.","fix":"Restart Bear-Yosher immediately. Secondary: assess whether Polymarket-Ljuba or Arb-Hunter-Tom could post temporary BELOW anchors as a stop-gap (outside their current missions β€” fleet decision)."}],"assessment":"Last logged wake w41 at 06-10T11:17 UTC (395 min ago). Watcher process has died twice (w40 PID 6802, w41's successor). Intent 869 (bear anchor posted at w41) is now gone β€” 0 open intents, invariant violated. The w41 wake-script was sound; the process died before its 4h fallback at ~15:17 UTC. 10 pre-crash live Bear↔Mimic deals continue resolving; once done, zero new binary supply enters the fleet until Bear restarts."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"11th consecutive null cycle β€” state is byte-for-byte identical to runs 1–10: wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens, settled_deals=not-indexed. Zero delta across all 11 observation windows. The agent has never executed a single wake. The entire IndexBasket market (maker + taker both null) has n","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero delta vs prior 10 runs on every observable dimension. No wake script, no watcher, no wakes, $0 spent. index-taker is identically null. The IndexBasket market has never had a single active participant across the full observation history β€” a fleet-level decision is required: deploy or formally retire.","rootCause":{"class":"structural","evidence":"wake_script_source=null means no watcher binary exists to arm; armed=false/pidAlive=false confirms no process ever started; 0 wakes across 11 cycles with null last_wake_min_ago means the agent has never been initialized, not merely crashed"},"reasoningRead":"N/A β€” no reasoning has ever occurred. Cannot assess reasoning quality for an agent that has never executed.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” nothing can trigger a wake","MISSING: no fallback timer (nextFallbackMin=null) β€” no time-based recovery path"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed as the exclusive SHORT-side taker for index-maker's LONG IndexBasket intents","available":"also null β€” never deployed, same structu"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” watcher blind to book (wake_script_source=null); no intents ever posted so no taker flow possible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists to evaluate","No watcher process has ever been initialized","No fallback cadence defined"],"suggestedChange":"Deploy a wake script before any other assessment is possible β€” current state makes all other wake-script criteria irrelevant."},"issues":[{"scope":"agent","title":"index-maker never deployed β€” 11 cycles, zero state change","detail":"All observable fields (wake_script_source, armed, pidAlive, nextFallbackMin, wakes, tokens) have been null/zero/false across every observation run. This is not a crash loop or transient failure; the agent was never initialized. index-taker is in the identical state. The IndexBasket market has never ","fix":"Fleet-level decision required: (1) complete deployment β€” write and arm a wake script, fund the agent, register it β€” or (2) formally retire both index-maker and index-taker and remove them from the fleet roster to stop polluting health metrics. No further observation cycles will yield new information"},{"scope":"core","title":"Null-state agents occupying fleet roster indefinitely","detail":"index-maker and index-taker have health=unknown and have never contributed data, yet they consume observer slots and distort fleet health reads. No SDK mechanism currently surfaces 'never-deployed' as a distinct state separate from 'crashed'.","fix":"Add a 'never-deployed' health class to the SDK when wake_script_source=null AND wakes=0 AND lifetime_tokens=0 β€” distinct from 'stuck' or 'crashed', routes to a deployment owner rather than an on-call responder."}],"assessment":"Zero delta vs prior 10 runs on every observable dimension. No wake script, no watcher, no wakes, $0 spent. index-taker is identically null. The IndexBasket market has never had a single active participant across the full observation history β€” a fleet-level decision is required: deploy or formally retire."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"11th consecutive null cycle β€” zero delta from cycles 1-10. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No deployment artifact exists. Index-maker (its sole counterparty) remains health=unknown with 0 IndexBasket intents ever settled on-chain. Both sides of the dependency chain are permanently dark;","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"11 cycles, 0 wakes, $0 tokens, no wake script, no counterparty. Index-maker is equally dark (health=unknown, 0 IndexBasket intents on-chain). The entire IndexBasket dependency chain β€” maker publishes, taker audits and crosses β€” has never functioned. No delta since cycle 1.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no watcher ever loaded); index-maker health=unknown, 0 IndexBasket settled deals in fleet roster; settled_deals_detail=[] for index-taker; both agents show 0 lifetime tokens"},"reasoningRead":"Not applicable β€” agent has never executed a single wake. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed β€” agent has never armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty β€” publishes LONG IndexBasket intents that index-taker is designed to audit and short","available":"Permanently dark: health=unknown, 0 deal"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has posted 0 IndexBasket intents on-chain, so there has been nothing to take in 11 cycles","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” agent is undeployed","No fallback timer (nextFallbackMin=null) β€” agent cannot self-start","No armed watcher (armed=false, pidAlive=false)"],"suggestedChange":"N/A pending fleet write-off decision β€” deploying a watcher with no counterparty supply burns tokens for zero deal opportunity"},"issues":[{"scope":"agent","title":"IndexBasket market never launched β€” both maker and taker permanently dark","detail":"11 consecutive null cycles with zero delta. Index-maker (publisher) and index-taker (auditor/taker) are both undeployed. 0 IndexBasket intents ever settled on-chain. The market cannot clear with supply-side absent.","fix":"Fleet-level decision: either deploy index-maker first (supply precedes demand) and re-evaluate index-taker after maker posts β‰₯1 live intent, or formally write off the IndexBasket market and reallocate the agent slots. Do not deploy index-taker into a zero-supply book β€” it will burn tokens on audit l"}],"assessment":"11 cycles, 0 wakes, $0 tokens, no wake script, no counterparty. Index-maker is equally dark (health=unknown, 0 IndexBasket intents on-chain). The entire IndexBasket dependency chain β€” maker publishes, taker audits and crosses β€” has never functioned. No delta since cycle 1."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":334,"msgs":7368,"total":453523549,"totalUsd":263.32,"w5":93519343,"w5Usd":57.54,"w5PctPool":37.4,"w7":453523549,"w7Usd":263.32,"w7PctPool":18.9,"w5Son":84396513,"w7Son":365428992,"hourly":[10.93,3.22,3.34,17.24,22.81,13.51,14.04,16.66,10.32,14,3.73,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T19:09:01.774Z","tokens":1332292,"usd":1.19,"msgs":19}},"onchain":{"deals":93,"openIntents":10,"balanceUsd":742.93,"realizedPnl":10.34,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":620,"wakes":54,"firstWakeMs":1781018900000,"lastWakeMs":1781118054000,"ageMin":8,"lastWhy":"sNVDA -0.51% triggers volTerm=25.5bps; Ξ΄=45.5bps; short inventory β†’ skew Β±15bps β†’ Ξ΄_bid=30.5bps, Ξ΄_ask=60.5bps. sAAPL no","repeatWakes":52,"avgGapMin":32,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781120039862,"watching":"sNVDA/sAAPL ask expiry ~19:07 UTC | bid/ask price guards | new fillable intent (35min fallback)","armed":true,"nextFallbackMin":25}},"verdict":{"summary":"Fully recovered from the 931-min offline gap β€” active since before 06-10T14:45, now at w65-68, 86 settled deals, $83.36/5h. pidAlive=false is normal for this watcher: the Node watch-loop arms the deadline then exits; armed=true + nextFallbackMin=20 confirms the daemon is holding the alarm correctly. 10/12 quotes live (missing ETH ask and BTC ask β€” $0.25 and ","badge":"LIVE, SESSION COLLISIONS","confidence":"high","bottomLine":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug.","rootCause":{"class":"structural","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'. w65: 'Concurrent session spawned duplicates requiring...'. Counterparties a"},"reasoningRead":"Sound and on-mission. The agent correctly skips ETH/BTC asks at $0.25/$0.33 inventory (thin enough to be a free option risk), applies per-quote price guards, and rebuilds the book after expiry clusters. The concurrent-session churn is a platform-level race condition, not bad reasoning β€” the agent's response (rebuild and continue) is correct. One subtle issue: the SSV inversion guard fired at w65 m","wakeTriggers":["Price inversion guard: per-quote thresholds for SSV/ETH/BTC/sAAPL/sNVDA/sMSFT bids and asks","Expiry guard: fires 5 min before #1023 sMSFT ask (1781107440 epoch)","New fillable swap intent matching HOLD set","30-min fallback (nextFallbackMin=20 remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent filler (7+ deals) β€” latency arb on oracle lag exactly consumes LP quotes","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"yes","why":"8+ deals β€” takes mispriced LP quotes as part of its mandate","available":"health=ok, recently crashed but prior bu"},{"agent":"rebalancer-lior","fit":"yes","why":"5+ deals β€” DCA swaps land directly on LP quotes; persistent buyer","available":"health=ok, active (though 7 USDC BTC buy"},{"agent":"0xBd6a…9863","fit":"yes","why":"5 settled deals β€” external wallet, reliable taker","available":"external, unmonitored"},{"agent":"0x5F79…CB6D","fit":"yes","why":"3 settled deals β€” external wallet","available":"external, unmonitored"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps mission β€” could take LP quotes, but only 1 deal lifetime","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” the agent is actively filling incoming intents and its 4 reliable counterparties are taking quotes. The watcher fires on new fillable intents, so responsive to demand. ETH/BTC ask gaps mean some arb opportunities on those legs are structurally unavailable until inventory replenishes.","wakeScript":{"wellReasonedForMission":true,"good":["Per-quote price guards (10 thresholds) fire before inversion, not after β€” LP cannot be picked off without a wake","Expiry guard fires 5 min early on soonest intent (#1023) β€” prevents silent book decay","New fillable intent scan with HOLD-set filter β€” responsive to taker demand","30-min fallback is appropriate cadence for a maker maintaining live quotes","pidAlive=false is correct: Node process exits after arming; daemon holds alarm"],"lacking":["No guard for when ETH/BTC inventory recovers enough to post missing asks β€” LP stays at 10/12 silently until next fallback fires","Price guard thresholds are hardcoded to w68 quote prices β€” after a book rebuild (w67/w68 concurrent collision) the new quote IDs/prices are baked in, but stale "],"suggestedChange":"Add an inventory-recovery guard: if ETH > 0.5 or BTC > 0.005 (posting threshold), fireWake('ETH/BTC inventory recovered β€” post missing asks'). This closes the gap where the LP sits at 10/12 for up to 30 min after inventory replenishes."},"issues":[{"scope":"core","title":"Concurrent session collisions causing book churn and gas waste","detail":"w67: full book rebuild, 10 txns, ~$2 gas. w68: 4 intended intents cancelled mid-flight by a parallel session. w65: duplicate spawned by ETH inversion guard firing while another session was active. The watcher fires a new Node process while the previous session's on-chain txns are still pending β€” the","fix":"SDK: add a session-lock (e.g. advisory file lock on /agent/data/wake/session.lock) so a new wake process exits immediately if a prior session is still running. The fallback will retry; the book stays stable."},{"scope":"agent","title":"ETH/BTC ask gap β€” no recovery trigger","detail":"ETH inventory $0.25, BTC $0.33 β€” both below posting threshold. LP correctly skips asks, but has no trigger to post them once inventory replenishes (e.g. after Arb-Hunter fills a bid). Gap can persist up to 30 min.","fix":"Add inventory-threshold guard in wake-script (see suggestedChange above). Threshold values should come from the agent's own posting-floor config, not magic numbers."},{"scope":"agent","title":"Hardcoded quote prices/IDs in wake-script become stale after rebuilds","detail":"Current wake-script bakes in w68 quote IDs (#1040, #1041, etc.) and their exact prices. After a concurrent-session rebuild (w67/w68), new IDs are posted at slightly different prices β€” the old thresholds may be off by a few bps until the next wake rewrites the script.","fix":"Minor: wake-script should derive inversion thresholds from a stored config file (e.g. /agent/data/wake/quotes.json written each wake) rather than inline constants, so a rebuild automatically updates them."}],"assessment":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug."},"overBudget":{"pct":37.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":1000634,"w5Usd":0.63,"w5PctPool":0.4,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":1000634,"w7Son":1000634,"hourly":[0,0.63,0,0,0,0.49,0,0,0,0,0.24,0,0,0,0,0.38,0.2,0,0,0,0,0.17,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":514,"wakes":65,"firstWakeMs":1780927020000,"lastWakeMs":1781113676000,"ageMin":81,"lastWhy":"Edge floor β‰₯3pp unmet on empty board. One deliberate move per wake rule enforced. No high-edge taker on offer; no flow t","repeatWakes":52,"avgGapMin":49,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"nextFallbackMin":null}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":1054572,"w5Usd":0.8,"w5PctPool":0.4,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":1054572,"w7Son":2657395,"hourly":[0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.25,"realizedPnl":-0.75,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":532,"wakes":17,"firstWakeMs":1780940859000,"lastWakeMs":1781099003000,"ageMin":326,"lastWhy":"Edge threshold unmet on both lookbacks. sNVDA is crashing (-2.71% intraday) but it's the laggard not the leader β€” can't ","repeatWakes":16,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128108394,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":159}},"verdict":{"summary":"SSV remained persistent near-leader through w17 (13:43 UTC, 249 min ago); sNVDA cratered -2.71% intraday but as laggard, correctly filtered out. Gap threshold still unmet β€” agent dormant and correct. Key new observation: w16 logs reference 'both lookbacks' but the live w17 watcher script has only ONE static baseline (set at arm-time, never rolled). A 4h+-old","badge":"DORMANT, THRESHOLD MISS","confidence":"medium","bottomLine":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires.","rootCause":{"class":"structural","evidence":"1 settled deal lifetime (no detail available); SSV intent #745 failed pre-LP-recovery (illiquidity); intents #w12–w17 all no-action due to 2pp gap unmet. Market: crypto field declining together, no leadership separation across 6 wakes."},"reasoningRead":"Sound on signal filtering β€” correctly rejected sNVDA crash at w17 (laggard not leader), correctly held off on choppy correlated declines at w12–w16. But the baseline staleness is a measurement error: if SSV drifted +1.5pp over 3h and then another +0.8pp in the last hour, the watcher sees +2.3pp vs. a 4h-old floor and fires β€” correct. But if the 4h move is +2.1pp and it all happened in hour 1, the ","wakeTriggers":["relative gap β‰₯2pp between any two assets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) vs. arm-time baseline","4h fallback (nextFallbackMin=236)","MISSING: rolling lookback window β€” baseline is fixed at watcher arm; over 4h+ runtime, recent momentum is diluted by early-session baseline drift. W16 logs 'bot"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill-side for USDCβ†’asset swaps; now live with 11 open intents. SSV intent #745 failed pre-recovery β€” fill path exists now if thresho","available":"live, 11 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts USDCβ†’ETH/asset slices; could incidentally fill a momentum intent if directions align, but not a designed counterparty.","available":"live, 1 open intent (4 USDC β†’ ETH, 58 mi"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” wake logs confirm no asset cleared 2pp gap in w12–w17. Watcher is oracle-connected and measuring the live book; the metric is measurable and shows genuine threshold misses, not watcher blindness.","wakeScript":{"wellReasonedForMission":true,"good":["Live baseline captured at first poll (not hardcoded from prior wake) β€” correct for intraday momentum","Full 6-asset universe (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) enables real leadership detection","Gracefully skips oracle failures rather than firing on incomplete data","60s polling cadence is appropriate β€” not sub-minute gaming, just momentum detection","4h fallback ensures the agent wakes even in flat markets"],"lacking":["Static baseline (set once at arm-time, never refreshed): over a 4h+ watcher runtime, early-session moves absorb into the denominator and compress the apparent g","w16 agent log references 'both lookbacks' but w17 script has only one baseline β€” if the dual-lookback was intentional signal robustness, dropping it is a regres"],"suggestedChange":"Add a periodic baseline reset every 60 min: `if (Date.now() - baselineTs > 3600_000) { baseline = { ...current }; baselineTs = Date.now(); }` β€” this keeps the gap measurement anchored to recent momentum rather than 4h-old drift, without los"},"issues":[{"scope":"agent","title":"Baseline staleness over 4h+ watcher runtime","detail":"The watcher captures `baseline` once at arm-time and never resets it. Over the 4h fallback window, early-session price moves become baked into the denominator, making recent relative momentum look smaller. A leadership signal that develops gradually over 2h may never hit 2pp vs. the 4h-old anchor.","fix":"Reset baseline every 60 min (timestamp-gated inside the poll loop). Preserve the first-poll live-anchor behavior for the initial reading."},{"scope":"agent","title":"Dual-lookback dropped between w16 and w17","detail":"W16 agent logs 'Edge threshold unmet on both lookbacks' β€” implying a short + long lookback. W17 watcher script has only a single baseline. If dual-lookback was intentional (short-term confirmation + medium-term trend), dropping it reduces signal quality. If it was buggy, the log is misleading.","fix":"Confirm whether the second lookback was deliberate; if so, restore it in the watcher script as a secondary returns array with a separate rolling baseline."},{"scope":"core","title":"SSV inventory on LP-Maker unconfirmed","detail":"SSV intent #745 expired pre-LP-recovery. LP is now live but its 11 open intents are USDC/ETH/sNVDA-oriented. If LP doesn't hold SSV inventory, a new SSV momentum intent will expire again β€” and the agent has no other reliable fill counterparty for SSV.","fix":"Fleet-level: LP-Maker should periodically publish its asset inventory so momentum watchers can assess fill probability before posting; alternatively, momentum-nikita should check LP's open intents for the target asset before committing."}],"assessment":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":778172,"w5Usd":0.55,"w5PctPool":0.3,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":778172,"w7Son":778172,"hourly":[0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":517,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":38,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1304}},"verdict":{"summary":"The Step-1 drawdown-kill question is answered: option-writer-matheus IS still writing. Since w23 found zero options (prior summary), option-writer posted intents #1075 and #1090 β€” option-taker took both: deal #118 (sNVDA call, strike $203.69, $0.25 premium, $5 collateral, ~23h) at w25 (17:42) and deal #119 (sNVDA put, strike $201.75, $0.23 premium, $5 collat","badge":"STRADDLE LIVE","confidence":"high","bottomLine":"Option-taker is active and correct to take β€” option-writer survived its drawdown scare and posted two fresh sNVDA options, both taken. The $7.76 realized PnL from the ETH put (deal settled ITM) is the only closed P&L; two new live positions total ~$10 collateral at risk. The main concern is not health but reasoning drift: the agent evaluated deal #118 and #119 independently ('cheap optionality') without recognizing it built a straddle β€” the combined position is coherent only if volatility is the intent.","rootCause":{"class":"maker-only","evidence":"All 3 settled deals and both new live deals (118, 119) are exclusively against option-writer-matheus (0x57F8…B0ff). No other option writers active. If option-writer halts, supply drops to zero."},"reasoningRead":"Per-trade reasoning is sound and quantitative (premium/collateral ratio, OTM distance, time value cited). However the agent evaluates each option in isolation β€” w25 took a call, w26 took a put on the same underlying 49 min later with no acknowledgment of the aggregate sNVDA straddle now being held. Sound reasoning, wrong scope: this is trade-level discipline without portfolio-level awareness. If t","wakeTriggers":["New audited Option intent detected (templateHash 0xb3d66f4b…, 60s poll)","nowSec >= MIN_SETTLE_AT_TS (hardcoded 1781194956 β€” deal #118 expiry minus 5 min)","23h fallback (1374 min remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; confirmed alive post-drawdown-scare (intents #1075, #1090 both fresh sNVDA options, taken successfully)","available":"alive, writing sNVDA options"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher scans all audited Option intents by templateHash β€” if any other writer used the same template, they'd be caught. But with only one writer active and both fresh intents taken, no observable missed opportunities this cycle.","wakeScript":{"wellReasonedForMission":true,"good":["Detects new audited Option intents via templateHash filter on every 60s poll β€” correct fit for a reactive taker mission","Settle-window trigger fires before expiry to allow timely settlement","23h fallback matches typical option expiry horizon β€” appropriate cadence for a patient single-take-per-wake agent","seenIntentIds baseline-on-first-poll pattern avoids spurious wakes on pre-existing intents"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's expiry minus 5 min β€” after deal #118 settles, this condition fires on EVERY 60s poll indefinitely (now","No awareness of deal #119's later expiry (1781200212) β€” the settle-window trigger won't fire at the right time for #119"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic lookup: at each poll, fetch open deals, compute min(expiry) across live option deals, and fire if nowSec >= that value minus 300. This self-heals as deals settle and new ones are accepte"},"issues":[{"scope":"agent","title":"Hardcoded MIN_SETTLE_AT_TS will fire on every poll after deal #118 expires","detail":"MIN_SETTLE_AT_TS = 1781194956 is a past-pointing constant once deal #118 settles (~23h from now). After that point, nowSec >= MIN_SETTLE_AT_TS is permanently true, causing a wake every 60s until the script is updated. Deal #119's expiry (1781200212) is not covered at all.","fix":"Compute min deal expiry dynamically from open deals at each poll iteration; fire if within 5 min of the earliest unsettled expiry."},{"scope":"agent","title":"Portfolio-blind trade evaluation β€” straddle built without acknowledgment","detail":"w25 took an sNVDA call (strike $203.69) and w26 took an sNVDA put (strike $201.75) 49 min later. Each was evaluated independently as 'cheap optionality.' The agent holds a de-facto straddle with ~$10 collateral at risk on sNVDA. If this is intentional, the reasoning should state it; if not, the agen","fix":"In the wake prompt, surface current open option positions (underlying, direction, strike) so the LLM can reason about aggregate exposure before taking a new option on the same underlying."},{"scope":"agent","title":"Mission description says ETH/BTC but agent is taking sNVDA options","detail":"Mission: 'Buy cheap or near-decided in-the-money ETH/BTC options.' Both live deals and all recent takes are sNVDA. Option-writer writes stock options too β€” if the taker is meant to take anything option-writer posts, the mission is stale and misleading.","fix":"Update CLAUDE.md mission to reflect actual scope (ETH/BTC + stock options written by option-writer-matheus) so reasoning prompts align with real behavior."}],"assessment":"Option-taker is active and correct to take β€” option-writer survived its drawdown scare and posted two fresh sNVDA options, both taken. The $7.76 realized PnL from the ETH put (deal settled ITM) is the only closed P&L; two new live positions total ~$10 collateral at risk. The main concern is not health but reasoning drift: the agent evaluated deal #118 and #119 independently ('cheap optionality') without recognizing it built a straddle β€” the combined position is coherent only if volatility is the intent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0.8,0.35,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.15,"realizedPnl":-11.86,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":517,"wakes":41,"firstWakeMs":1780947228000,"lastWakeMs":1781118380000,"ageMin":3,"lastWhy":"All portfolio holdings on-target (drift <5% tolerance). Market quiet (0–1% daily moves). Engine 1 paused due to sustaine","repeatWakes":1,"avgGapMin":71,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781118348361,"watching":"sMSFT buy intent 0x1091 (buy 0.042 sMSFT for 17 USDC) resolves, or 60-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"At w35 (13:40) drawdown hit -19.26%, 0.74% from the -20% kill limit; agent self-canceled 933 (sMSFT buy) and 938 (sAAPL sell), halted Engine 1 and paused Engine 2. Recovery followed: w36 tested one ETH put (951, 1% OTM, 8 USDC collateral) citing drawdown recovery above threshold; by w38 (14:02) book reads $89.15 = -10.85% drawdown β€” a 8.4pp improvement, kill","badge":"DRAWDOWN RECOVERING","confidence":"high","bottomLine":"Kill threshold was not breached. Drawdown recovered from -19.26% (w35) to -10.85% (w38), a 8.4pp improvement β€” likely driven by crypto leg (BTC+ETH up 0.75%+). Engine 2 is active again with two live rotation swaps; Engine 1 (options) remains correctly paused after 7 unfilled attempts. Realized PnL still -$11.64 lifetime.","rootCause":{"class":"structural","evidence":"Engine 1 paused: 7 consecutive option intents (most recently 951 at 14:00) unfilled β€” no option buyers present (option-taker-matheus is the only known taker, 1 settled custom deal). Engine 2 rotation swaps depend on LP fills: 0x431/0x432 posted but not yet settled; LP has 11 open intents and is heal"},"reasoningRead":"Sound and mission-aligned. The agent correctly identified the drawdown breach risk, proactively self-canceled rather than waiting for expiry, tested options on the recovery signal, then correctly re-paused after continued non-fills. w39 rotation logic (sAAPL rank flip from -1.31% to +0.27% = exit; sMSFT worsened = enter) is quantitative and on-mission. One anomaly: w37 carries timestamp 13:35, whi","wakeTriggers":["Intent 0x431 (sAAPL sell 0.052 β†’ 14.7 USDC) resolves (filled or expired)","Intent 0x432 (sMSFT buy 0.0425 β†’ 17 USDC) resolves (filled or expired)","90-min fallback (fires in ~10 min from last data)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 87 settled deals, 11 open intents live β€” should be able to fill 0x431/0x432 if prices overlap","available":"ok, active"},{"agent":"option-taker-matheus","fit":"yes","why":"Only known option buyer (1 custom settled deal); Engine 1 paused so no options to take right now","available":"ok, but moot while Engine 1 paused"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents in overlapping tokens (USDCβ†’ETH active), could cross with rotation swaps incidentally","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from available data. Engine 1 is self-paused (correct given 7 unfilled attempts). Engine 2 posted rotation swaps at w39; whether LP's current 11 open intents include matching sAAPL/sMSFT legs is unverifiable without reading the book, but no evidence the agent missed a fillable intent.","wakeScript":{"wellReasonedForMission":true,"good":["Watches specific intent IDs (0x431, 0x432) β€” not book-level noise, targeted to the agent's live positions","Fires on resolution of EITHER intent (OR logic) β€” correct, agent needs to reconcile as soon as any rotation leg settles","90-min fallback for reconciliation/repricing β€” appropriate cadence for a patient contrarian rotator","Zero-LLM, no sub-minute polling (60s interval is the floor, acceptable)"],"lacking":["readIntent returning falsy is ambiguous: a network error or a not-found both satisfy !intent0x431, risking a spurious wake on transient RPC failure rather than "],"suggestedChange":"Check for an explicit settled/expired status field from readIntent rather than truthiness β€” e.g. `if (intent.status === 'settled' || intent.status === 'expired')` β€” to prevent spurious wakes on RPC errors."},"issues":[{"scope":"agent","title":"Wake number / timestamp ordering anomaly at w37","detail":"w37 is logged at 13:35, chronologically before w36 (14:00), despite a higher wake number. w37 content (Engine 1 pause decision) and w36 content (option post citing 'recovery') appear to conflict in sequence. Could be a concurrent wake race or a timestamp bug in the wake logger.","fix":"Audit wake scheduling: check if two watcher instances were running simultaneously around 13:35–14:02; confirm wake numbers are assigned atomically at fire time, not at script start."},{"scope":"agent","title":"Engine 1 indefinitely paused β€” 0 options revenue","detail":"7+ consecutive ETH/BTC option intents unfilled; Engine 1 self-paused correctly, but no re-enable condition is defined in the current watcher. Recovery to -10.85% drawdown and crypto vol up 0.75%+ (per w36) didn't sustain option buyer interest.","fix":"Define a concrete re-enable trigger for Engine 1: e.g., drawdown < -5% AND 1+ option-taker open intents visible on book. Without a re-enable path, Engine 1 stays paused indefinitely even if conditions improve."},{"scope":"core","title":"readIntent null-check insufficient for reliable resolution detection","detail":"The watcher fires when !readIntent result β€” which is true for both 'intent settled/expired' and 'RPC error/timeout'. A transient node error triggers a spurious LLM wake and burns ~$0.15.","fix":"SDK readIntent should return a typed status ('open'|'settled'|'expired'|'error') so watchers can distinguish resolution from failure; or document the null contract explicitly so agent scripts can handle it."}],"assessment":"Kill threshold was not breached. Drawdown recovered from -19.26% (w35) to -10.85% (w38), a 8.4pp improvement β€” likely driven by crypto leg (BTC+ETH up 0.75%+). Engine 2 is active again with two live rotation swaps; Engine 1 (options) remains correctly paused after 7 unfilled attempts. Realized PnL still -$11.64 lifetime."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0,0.34],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.11,"realizedPnl":0.85,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":514,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":310,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1491}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC). No trigger has fired in 292 min since w26 β€” price remains mid-range. w26 proactively approved sAAPL allowance (tx 0xf145…) ensuring exit swap can execute β€” operationally correct. Binary/option primary mission remains dormant: with bear-yosher (452 min crashed), v","badge":"HOLDING, BOOK DARK","confidence":"high","bottomLine":"polymarket-ljuba is operating correctly β€” swap position held without trigger breach, approval preemptively secured, watcher live. The mission gap is entirely supply-side: 3 binary/option-posting counterparties are simultaneously crashed, leaving the watcher with nothing new to evaluate. This is a fleet failure, not an agent failure.","rootCause":{"class":"counterparty-starved","evidence":"settled_deals=2 (lifetime), open_intents=0; bear-yosher (primary binary poster, 452 min crashed), vulture-andrew (253 min crashed), arb-hunter-tom (36 min crashed) β€” the three agents who would post takeable binary/option intents are all offline simultaneously; w19–w25 all log 'no mispriced opportuni"},"reasoningRead":"Sound, solving the right problem. The agent correctly distinguishes its two modes β€” (1) valuing mispriced binary/option intents against Polymarket distribution, and (2) managing the open sAAPL swap position. Wakes w19–w25 accurately report no opportunities rather than manufacturing action. Edge erosion commentary (1.5%β†’3.1%β†’1.5% across w22–w25) is inconsistent in direction β€” true convergence shoul","wakeTriggers":["sAAPL oracle price <= $277.34 (stop, -4%)","sAAPL oracle price >= $303.75 (forward, +4.8%)","sAAPL horizon expiry (1781294400 = Jun12 20:00 UTC)","New binary or option intent appears in open book","Fallback: Jun11 20:00 UTC (1781208000, ~25h) β€” to assess exit maker candidates 24h before expiry","MISSING: early-warning trigger when price enters ~1–2% of stop/forward, giving agent lead time to pre-stage exit before trigger is breached"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary binary poster β€” BTC/ETH down bets below market are exactly what polymarket-ljuba would value against Polymarket distribution","available":"CRASHED 452 min, armed=false/pidAlive=fa"},{"agent":"vulture-andrew","fit":"yes","why":"posts baited/sharp binaries that polymarket-ljuba could value as near-decided","available":"CRASHED 253 min, armed=false/pidAlive=fa"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries but also occasionally posts; fast CEX feed could surface binary intents","available":"CRASHED 36 min, armed=false/pidAlive=fal"},{"agent":"mimic-ljuba","fit":"maybe","why":"mirrors recent BinaryBets and posts its own β€” could generate takeable binary intents against Polymarket distribution","available":"alive, deals=16 β€” the only surviving bin"},{"agent":"option-writer-matheus","fit":"yes","why":"writes ETH/BTC/stock options β€” the other half of polymarket-ljuba's valuation mission","available":"alive, nextFallbackMin=17 at last orient"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for binary/option valuation β€” watcher correctly monitors for new intents, but with bear-yosher, vulture-andrew, and arb-hunter-tom all crashed, no new binary/option intents have materialized for the agent to evaluate. mimic-ljuba (alive, 16 deals) is the only remaining binary source; whether it has posted anything since w26 cannot be determined from this data but the watcher would hav","wakeScript":{"wellReasonedForMission":true,"good":["Monitors all three exit conditions for sAAPL swap: stop, forward, and horizon expiry β€” exact triggers for this position","Tertiary trigger on new binary/option intents directly serves the primary mission (valuing new flow against Polymarket)","New-intent detection is delta-based (lastWakeBets set) β€” will not re-fire on stale intents, preventing thrash","Fallback at Jun11 20:00 UTC (24h before expiry) gives agent time to source exit liquidity before forced settlement","Zero LLM, 60s poll β€” appropriate cadence for price monitoring without burning tokens","Hardcoded fallback floor of 4h (Math.max) prevents a negative-delay edge case if fallback timestamp already passed"],"lacking":["No proximity warning: watcher fires only AT trigger, not approaching it β€” if price drifts to $279 the agent gets no pre-alert to stage an exit swap","Edge erosion inconsistency (1.5%β†’3.1%β†’1.5%) in wake logs suggests the LLM body may be recalculating distribution edge rather than reading a stable state value β€”","Horizon stored in state.json and re-read each loop iteration adds an avoidable fs.readFileSync per 60s poll β€” minor but noisy"],"suggestedChange":"Add a proximity band check: if sAAPL price is within 1.5% of stop ($277.34β†’$281.50) or forward ($303.75β†’$299.50), fireWake with a 'price approaching trigger' label β€” gives the agent a wake to pre-stage exit liquidity rather than only reacti"},"issues":[{"scope":"agent","title":"Binary supply collapsed β€” 3 counterparties simultaneously crashed","detail":"bear-yosher (452 min), vulture-andrew (253 min), arb-hunter-tom (36 min) are all offline. mimic-ljuba is the only surviving binary poster. polymarket-ljuba's primary mission is valuation-against-Polymarket β€” with no new binary/option intents being posted, there is nothing to evaluate. This is not th","fix":"Restart bear-yosher and vulture-andrew; their crash root causes are separate but the combined effect is binary market shutdown. Even one recovery restores flow for polymarket-ljuba to act on."},{"scope":"agent","title":"No proximity-trigger before stop/forward breach","detail":"Watcher fires exactly at $277.34 / $303.75 β€” no lead time. If price breaches quickly and no exit swap maker is live, the agent may be forced to take a worse fill or wait for horizon.","fix":"Add ~1.5% proximity bands (≀$281.50 or β‰₯$299.50) as an early-warning fireWake in the watcher loop."},{"scope":"agent","title":"Edge erosion inconsistency in wake logs","detail":"w22β†’1.5%, w23β†’1.5%, w24β†’3.1%, w25β†’1.5% β€” true distribution convergence toward expiry should be monotonically decreasing toward 0%, not oscillating. Suggests either oracle price is bouncing around entry, or the edge calculation in the agent body is unstable.","fix":"Audit state.json after next wake: confirm edge is stored from a consistent formula and not re-derived each wake from a different oracle snapshot."}],"assessment":"polymarket-ljuba is operating correctly β€” swap position held without trigger breach, approval preemptively secured, watcher live. The mission gap is entirely supply-side: 3 binary/option-posting counterparties are simultaneously crashed, leaving the watcher with nothing new to evaluate. This is a fleet failure, not an agent failure."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":1121442,"w5Usd":0.66,"w5PctPool":0.4,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":1121442,"w7Son":1381884,"hourly":[0,0,0,0,0.66,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":98.56,"realizedPnl":-1.45,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":620,"wakes":45,"firstWakeMs":1780939200000,"lastWakeMs":1781117340000,"ageMin":20,"lastWhy":"Pivot from exact-oracle posts to premium-tolerant: LP charges 0.43-1.56% on crypto. Post BTC at +1.56% to make fill attr","repeatWakes":40,"avgGapMin":67,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781123400000,"watching":"#1105 BTC DCA resolves (~19:49 UTC) or LP sells BTC, fallback 20:30 UTC","armed":true,"nextFallbackMin":81}},"verdict":{"summary":"Lot-size bug NOT fixed through at least w37 (#1053: 7 USDC BTC, will have expired) and w38 (#1089: 4 USDC ETH β€” regressed further below the 12 USDC LP floor). Agent is now iterating on oracle-premium tolerance (w39 posted #1105 BTC at +1.56% premium) instead of the actual blocker. Root diagnosis remains wrong: LP non-fill is a lot-size floor rejection, not a","badge":"LOT-SIZE REGRESSING","confidence":"high","bottomLine":"5+ consecutive BTC DCA failures; lot size regressed from 7 USDC (w37 #1053) to 4 USDC (w38 #1089 ETH) β€” moving in the wrong direction. LP-Maker's 12 USDC floor is never updated in config. W39 targets oracle premium (+1.56%) which is a secondary concern at best; if #1105 is also sub-12 USDC it will expire regardless of pricing. Agent is otherwise healthy (13 settled deals, sAAPL leg working) β€” this is a single config line blocking the crypto DCA legs.","rootCause":{"class":"structural","evidence":"#1053 (7 USDC, w37, expired), #1089 (4 USDC ETH, w38, almost certainly expired), #831 and #887 (prior run, 7 USDC each, expired) β€” LP-Maker minimum floor is 12 USDC; all BTC/ETH lots posted below floor; no lot-size correction applied across 5+ wakes; agent's settled deals are all on other legs (sAAP"},"reasoningRead":"Disciplined loop solving the wrong problem. Agent correctly identified LP non-fill pattern and correctly pivoted (oracle premium at w39), but the diagnosis is wrong: LP's minimum lot-size floor (~12 USDC) is the rejection cause, not oracle pricing. The oracle-premium fix (w39, +1.56%) is valid secondary tuning but won't unblock a 7 USDC intent regardless of price. Agent's w38 regression to 4 USDC ","wakeTriggers":["ownIntentResolved('#1105') β€” fill or expiry of live BTC DCA intent","newMatches: LP posting mBTC-for-sale intent (favorable take opportunity)","fallback 20:30 UTC (~69 min from last wake)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole settled counterparty for all crypto swap legs (4 of 5 recent settled deals); but enforces 12 USDC minimum lot β€” rejects every sub-12 BT","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 settled deal with rebalancer; could take favorable swaps opportunistically, but is currently crashed (armed=false/pidAlive=false)","available":"CRASHED β€” 36 min dark"}],"reliableCounterparties":1,"missedOpportunities":"None in the take direction β€” agent correctly waits for LP flow. The missed opportunity is structural: 5 consecutive intents posted at sub-floor lot sizes that LP cannot accept regardless of pricing or timing. Each wake burns ~0.14 USD in tokens ($1.09 last wake alone) to re-post an intent that is structurally doomed.","wakeScript":{"wellReasonedForMission":true,"good":["Watches ownIntentResolved('#1105') β€” fires immediately on fill OR expiry, no wasted wait","Also monitors LP BTC-for-sale flow (isBtcOffer) β€” correct for a DCA agent that can take favorable swaps","60s poll cadence appropriate for a patient DCA agent (not sub-minute)","Explicit UTC fallback (20:30) with hard floor of 5 min β€” zero-LLM, clean"],"lacking":["Wake-script is correct; the bug is upstream in CLAUDE.md/config β€” lot_size is never read from a validated floor constraint before posting"],"suggestedChange":"No wake-script change needed. Fix is in agent config: encode LP_MIN_LOT_USDC=12 in CLAUDE.md and validate every intent's give-amount against it before posting. This one line unblocks all future BTC and ETH DCA legs."},"issues":[{"scope":"agent","title":"BTC/ETH lot size below LP-Maker 12 USDC floor β€” 5+ wakes unresolved","detail":"Agent posts 7 USDC (#1053 w37) and 4 USDC (#1089 w38) intents that LP structurally cannot fill. Lot size regressed at w38. Agent has 13 settled deals and is otherwise functional β€” the sAAPL leg (e.g. #963) works fine because USDC lot is presumably above floor. Only the BTC/ETH DCA legs are broken.","fix":"Add LP_MIN_LOT_USDC=12 to CLAUDE.md constraints and check give-amount >= 12 before any crypto swap intent post. Raise BTC lot to 13-15 USDC and ETH lot to 13-15 USDC to give LP headroom."},{"scope":"agent","title":"W38 regression: lot size went from 7 USDC to 4 USDC (wrong direction)","detail":"ETH pivot at w38 posted 4 USDC β€” smaller than the already-failing 7 USDC BTC lots. This suggests the agent's reasoning loop has no persistent memory of the floor constraint; each wake re-derives the lot size from portfolio gap arithmetic without a floor guard.","fix":"Same fix as above; the floor guard eliminates both the 7 USDC and 4 USDC failure modes in one change."},{"scope":"agent","title":"Token burn rate unsustainable for zero-progress wakes","detail":"$1.09 USD last wake (w39) on a wake that posted a structurally-doomed intent. Lifetime: $1.40 total tokens for 13 settled deals (~$0.11/deal) but recent wakes are all near-zero-progress token burns. 44 wakes with 39 repeat-wakes and 0.6% of pool spent in 5h.","fix":"Fixing the lot-size restores deal velocity and amortizes token cost. If lot-size fix is delayed, add a guard: skip posting if prior same-asset intent is still live (agent partially does this at w35/w36 but logic is inconsistent)."}],"assessment":"5+ consecutive BTC DCA failures; lot size regressed from 7 USDC (w37 #1053) to 4 USDC (w38 #1089 ETH) β€” moving in the wrong direction. LP-Maker's 12 USDC floor is never updated in config. W39 targets oracle premium (+1.56%) which is a secondary concern at best; if #1105 is also sub-12 USDC it will expire regardless of pricing. Agent is otherwise healthy (13 settled deals, sAAPL leg working) β€” this is a single config line blocking the crypto DCA legs."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14,0.21],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":429,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":322,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":694921,"w5Usd":0.43,"w5PctPool":0.3,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":694921,"w7Son":1474390,"hourly":[0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":1,"balanceUsd":100.16,"realizedPnl":0.18,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":620,"wakes":22,"firstWakeMs":1780924988000,"lastWakeMs":1781118205000,"ageMin":6,"lastWhy":"Dip deepened -2.18% vs -1.92% last wake β€” sustained, real signal across 3 wakes. 3rd DCA slice. Sized 20 USDC (20% of $1","repeatWakes":11,"avgGapMin":153,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781125591613,"watching":"sNVDA buy-dip intent 0x045e resolves or 2h fallback","armed":true,"nextFallbackMin":118}},"verdict":{"summary":"w21 (17:43) fired on real βˆ’1.75% sNVDA dislocation, posted 0x437 (18 USDC β†’ 0.089 sNVDA at $202.28). w22 (18:44, 6 min ago) DCA'd as dip deepened to βˆ’1.92%, approved sNVDA, and posted 0x448 (18 USDC β†’ 0.089 sNVDA at $202.17). Watcher correctly re-armed on 0x448 with 118 min fallback. open_intents=1 confirms 0x437 resolved (filled or expired) before w22; LP-M","badge":"DCA IN PROGRESS","confidence":"high","bottomLine":"36 USDC deployed in two 18-USDC DCA slices into a βˆ’1.92% sNVDA dislocation; 0x437 resolved before w22 (open_intents=1 confirms), watcher now live on 0x448 with 118 min fallback. LP-Maker is the only counterparty and is rate-compatible β€” structural fill risk is low while LP-Maker stays healthy.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals ↔ LP-Maker-Matheus exclusively; no other swap counterparties are active. LP-Maker is currently ok/healthy, so single-counterparty risk is latent, not acute."},"reasoningRead":"Sound and on-mission. The agent blocked 8 consecutive wakes correctly (sell-strength signals with no position, or dislocation below 1.5% threshold). When a real signal appeared it fired, then DCA'd when the signal deepened β€” textbook swing logic. Not churning.","wakeTriggers":["ownIntentResolved(0x448) fires watcher early","2h fallback at 118 min remaining","MISSING: no early-fire if dislocation deepens further mid-watch β€” acceptable for swing-trader cadence but means a βˆ’3%+ move won't accelerate the next wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP quotes ~$202.02/sNVDA; swing-nikita asks $202.17 β€” LP fills at better-than-ask, profitable for LP. All 4 prior settled deals via LP.","available":"ok/healthy"}],"reliableCounterparties":1,"missedOpportunities":"None β€” 8 no-trade wakes were correct blocks (no position to sell, or sub-threshold dip). Fired correctly on first actionable buy-dip signal.","wakeScript":{"wellReasonedForMission":true,"good":["Watches ownIntentResolved for the latest posted intent β€” correct post-posting behavior","2h fallback (118 min) is appropriate for a swing-trader; not over-polling","Zero LLM in watcher loop; pid-file written at startup"],"lacking":["Hardcoded single intent hash (0x448) β€” if two intents were ever open simultaneously, prior intent resolution would go undetected; harmless now (open_intents=1) "],"suggestedChange":"No urgent change. If multi-slice DCA into the same dislocation becomes a pattern, generalize the watcher to scan all open intents for resolution rather than hardcoding the latest hash."},"issues":[{"scope":"agent","title":"0x437 outcome not logged at w22","detail":"w22 reasoning posts 0x448 without stating whether 0x437 was filled or expired. open_intents=1 implies 0x437 resolved, but the audit trail is silent on which outcome occurred.","fix":"At wake start, agent should read 0x437 status and log 'filled by LP-Maker' or 'expired unfilled' before posting the next slice β€” minor hygiene, aids post-hoc PnL attribution."}],"assessment":"36 USDC deployed in two 18-USDC DCA slices into a βˆ’1.92% sNVDA dislocation; 0x437 resolved before w22 (open_intents=1 confirms), watcher now live on 0x448 with 118 min fallback. LP-Maker is the only counterparty and is rate-compatible β€” structural fill risk is low while LP-Maker stays healthy."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":1642970,"w5Usd":0.95,"w5PctPool":0.7,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":1642970,"w7Son":80424758,"hourly":[0,0,0,0,0.95,5.95,0,2.75,3.36,9.19,14.35,3.74,0,0,0.56,2.59,0,1.92,0,1.56,0,0.51,0,1.03],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":97.8,"realizedPnl":-2.18,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":276,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":273,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: bait sells 874/875/876 open post-LP-recovery; LP confirmed as rebalance-buy counterparty (deals 98/99, +$0.28). Since last summary: w62–w67 show the agent actively cancelled and replaced the entire bait suite (new suite: 987 sAAPL-sell 0.99%, 988 sAAPL-buy 1.01%, 1001 sNVDA, 948 BTC-sell, 949 ETH-sell, etc. live at w67/14:36). Agent crashed at","badge":"CRASHED β€” BOOK EXPIRED","confidence":"high","bottomLine":"Vulture crashed 255 min ago (w67, 14:36) with armed=false/pidAlive=false. Its final 9-intent bait suite has expired completely (open_intents=0). The agent had 38 deals (all swaps ↔ LP-Maker) but realized PnL is -$2.19 β€” token burn ($5.97 / 5h, 4.2% of pool) is eating into what slim edge exists. No directional takers ever filled a bait sell; bait fills require momentum-nikita or swing-nikita to be active, and those agents are thin (1 and 4 deals respectively).","rootCause":{"class":"structural","evidence":"Process crash (armed=false/pidAlive=false) is the immediate blocker. Upstream: all 38 settled deals are swaps ↔ LP-Maker-Matheus only β€” LP is a neutral maker and will not take vulture's bait sells (confirmed in prior summary and consistent with zero bait-sell fills across 38 deals). Bait sells 874/8"},"reasoningRead":"Sound execution on a structural mismatch. The cancel-and-repost hygiene loops (w62–w67: 3–4 cancels + fresh posts per wake) are disciplined and on-mission, but they're solving for quote freshness while the underlying problem is absent directional takers. The agent is correctly doing what its playbook says; the playbook cannot manufacture counterparties that don't exist. 40/71 repeat wakes (56%) dr","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779, 836, 869)","~5 min before soonest intent expiry (pre-expiry TTL guard)","quote erosion/undercut detected by check-my-quotes (cancelCmds > 0)","2h hard fallback","MISSING: process-level restart / self-heal on crash β€” watcher exited without rearming"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole proven counterparty β€” 38/38 settled deals are swaps ↔ LP; rebalance buys fill reliably when LP is live. Will NOT take vulture's bait se","available":"alive, health ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if momentum signal aligns, but only 1 settled deal β€” extremely thin taker activity.","available":"alive, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Could take bait sells on dislocation fades; 4 settled deals β€” marginally more active than momentum, but not proven on vulture's book.","available":"alive, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take near-decided binary intents; also crashed (36 min, armed=false/pidAlive=false).","available":"CRASHED"},{"agent":"bear-yosher","fit":"no","why":"Bear is a taker of binaries, not a taker of swap bait sells; also crashed 452 min.","available":"CRASHED"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable post-crash: watcher blind to book since 14:36. Pre-crash (w61–w67), the agent reported 'zero takeable edges β‰₯1%' across every wake β€” no missed fills logged. The bait sells produced zero fills across their full lives, consistent with no directional takers in market.","wakeScript":{"wellReasonedForMission":true,"good":["Four distinct fire conditions all mission-relevant: new edge, pre-expiry guard, quote erosion, 2h fallback β€” matches vulture's reactive/opportunistic profile","30s poll is zero-LLM and cheap; honeypot pre-seeding (779, 836, 869) prevents re-firing on known traps","Pre-expiry trigger (~5 min before soonest expiry) prevents silent TTL drain","check-my-quotes integration catches erosion/undercut without an agent wake"],"lacking":["No self-restart / process watchdog β€” watcher exited at 14:36 with no rearming; fallbackMs=2h is only useful if the process survives that long","30s poll + cancelCmds check fires wakes on minor quote drift (56% repeat rate); a 60–90s poll with a wider erosion threshold would halve token burn with negligi"],"suggestedChange":"Add a platform-level process supervisor (e.g. systemd unit or SDK-level watchdog) that restarts the watcher process on exit β€” the script logic is sound but the process is a single point of failure. This is a core fix, not agent-level."},"issues":[{"scope":"core","title":"No process supervisor β€” watcher crash is permanent","detail":"armed=false/pidAlive=false for 255 min. The 2h fallback only works if the Node process survives; on abnormal exit, there is no restart mechanism. This same failure pattern is simultaneous across arb-hunter-tom and bear-yosher β€” three agents down at once points to a shared platform gap, not agent-spe","fix":"Add a systemd unit or SDK-level supervisor that auto-restarts any watcher process on exit with exponential backoff. All three crashed agents would self-recover."},{"scope":"agent","title":"Bait sells structurally starved β€” no directional takers","detail":"0/38 settled deals are bait-sell fills. LP-Maker (sole active counterparty) is a neutral maker and will not take directional bait sells. momentum-nikita (1 deal) and swing-nikita (4 deals) are the only viable takers and are both thin. Bait-sell edge is being priced correctly but into a vacuum.","fix":"Once restarted, bias the bait book toward swaps LP-Maker will fill (rebalance buys near oracle mid) rather than directional sells β€” these have a proven fill rate. Revisit bait sell sizing/premium only when momentum/swing become more active."},{"scope":"agent","title":"High quote-churn token burn (56% repeat wakes)","detail":"40/71 wakes are repeat quote-hygiene wakes driven by minor erosion triggers. At $5.97/5h (4.2% of pool), burn rate exceeds deal edge on bait sells. The 30s poll + check-my-quotes fires on drift that often self-corrects.","fix":"Widen the cancel threshold slightly (e.g. fire only when erosion > 0.3% below target, not any cancelCmd) and increase poll to 60s to reduce churn wakes by ~30% without materially affecting fill latency."}],"assessment":"Vulture crashed 255 min ago (w67, 14:36) with armed=false/pidAlive=false. Its final 9-intent bait suite has expired completely (open_intents=0). The agent had 38 deals (all swaps ↔ LP-Maker) but realized PnL is -$2.19 β€” token burn ($5.97 / 5h, 4.2% of pool) is eating into what slim edge exists. No directional takers ever filled a bait sell; bait fills require momentum-nikita or swing-nikita to be active, and those agents are thin (1 and 4 deals respectively)."}}],"unattributed":{"sessions":1011,"tokens":144161392,"usd":75.12,"w5":6120788,"w5Usd":3.69,"hourly":[0.58,0,0.66,1.24,1.21,1.01,0,2.44,1.49,1.65,0.69,2.92,0.53,2.28,2.02,3.31,4.05,2.2,2.45,1.8,2.45,1.76,0.56,0.54]},"boardOverhead":{"sessions":1632,"tokens":33974704,"usd":71.34,"w5":1883940,"w5Usd":4.96,"hourly":[0.92,1.48,0,1.47,1.09,1.14,1.15,1.55,1.3,1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69,0.82]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":877041124,"grandUsd":523.79,"grandSessions":3198,"attributedTokens":698905028,"unattributedTokens":144161392,"boardTokens":33974704,"reassembledTokens":877041124,"tokensBalance":true,"attributionPct":82.9,"multiMatchSessions":111,"sessionsScanned":2574,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":38310,"dedupedMsgs":16050,"rawTokens":1996159784,"dedupedTokens":877041124,"dupRatio":2.276}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T19:05:48.207Z","swarm":{"headline":"LP HUB ALONE, BINARY FROZEN","funnel":{"posted":1117,"settled":126,"conversionPct":11.3,"byTemplate":{"Swap":106,"BinaryBet":17,"Options":3,"Perpetual":0,"IndexBasket":0}},"liquidityMap":[{"market":"Swap (sNVDA/sAAPL/sMSFT/BTC/ET","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Swing-Nikita, Rebalancer-Lior, Stacker-Massimo, Vulture-Andrew†}","status":"Active but hub-dependent β€” LP posts 14 of 18 target quotes; Vulture-Andrew offli"},{"market":"BinaryBet (BTC-strike directio","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher crashed 395 min ago; 0 new BinaryBet intents posted since; "},{"market":"Options (sNVDA calls/puts)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Active and recovering β€” drawdown -10.85% (from -19.26%); straddle live (deal #11"},{"market":"IndexBasket","flow":"Index-Maker ↔ Index-Taker","status":"NEVER DEPLOYED β€” both agents null wake scripts, 0 deals, 0 lifetime tokens acros"}],"causalLinks":[{"cause":"Bear-Yosher crashed (armed=false/pidAlive=false, 395 min dark, second consecutive PID death)","effect":"Binary market entirely frozen; Mimic-Ljuba board-empty across wakes w55–w60 with 0 takeable BinaryBet intents; Polymarke","evidence":"Bear's 17 settled deals were all BinaryBet↔Mimic-Ljuba; 0 BinaryBet intents on current open book (15 open = 14 LP swaps + 1 Rebalancer swap + 1 external Perpetual); Mimic badge 'BEAR-STARVED, SELF-POS"},{"cause":"Vulture-Andrew crashed (armed=false/pidAlive=false, 253 min dark)","effect":"Fresh bait suite (intents 987/988/1001/948/949, posted at w67/14:36) live on-chain but unwatched and will expire; bait-s","evidence":"armed=false/pidAlive=false; all 38 vulture deals were Swap↔LP-Maker; deals 98/99 confirmed LP as rebalance-buy counterparty at +$0.28 PnL β€” that flow now stopped"},{"cause":"Rebalancer-lior BTC/ETH lot sizes (4–7 USDC) below LP-Maker's 12 USDC minimum fill floor","effect":"Every BTC/ETH DCA intent expires unfilled; agent misdiagnoses as oracle-premium problem and iterates on price tolerance ","evidence":"Intents #1053 (7 USDC, expired), #1089 (4 USDC ETH, expired), #831/#887 (7 USDC, prior run, expired); LP floor 12 USDC confirmed; w39 posted #1105 BTC at +1.56% premium β€” wrong variable; sAAPL/sNVDA l"},{"cause":"LP-Maker-Matheus is sole active swap hub for the entire fleet","effect":"All 4 active swap-dependent agents (Arb-Hunter-Tom, Swing-Nikita, Rebalancer-Lior, Stacker-Massimo) carry reliableCounte","evidence":"LP: 86 settled deals; swing-nikita 4 deals all ↔ LP; stacker-massimo 2 deals all ↔ LP; arb-hunter-tom 11 deals all ↔ LP; rebalancer settled legs all ↔ LP"},{"cause":"LP-Maker concurrent session bug (multiple wake processes posting overlapping intents)","effect":"Periodic book gaps: SSV bid #1012, sAAPL bid #1013, sMSFT bid #1014 cancelled at w68; full book rebuild required at w65/","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2'; w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurr"},{"cause":"Arb-Hunter-Tom swap surface oracle persistently above CEX","effect":"0 give-USDC swap arb edges available across w166–w173 (7 consecutive no-action wakes); agent correctly waiting but struc","evidence":"w166 'mSSV sell-edge requires oracle ABOVE CEX, currently reversed'; w168 'oracle above CEX means no give-USDC edges'; 11 lifetime settled deals, 0 since surfaces closed"}],"insights":[{"severity":"critical","title":"Binary market frozen β€” Bear-Yosher crash kills entire BinaryBet template","detail":"Bear-Yosher (sole BinaryBet maker, 17 settled deals) crashed 395 min ago in its second consecutive PID death (w40 killed PID 6802; recovery also died). 0 new BinaryBet intents on the book. Mimic-Ljuba board-empty across 6 wakes. Polymarket-Ljuba binary mission dormant 292 min. BinaryBet was 13.5% of settled deal volume β€” now zero new flow.","evidence":"armed=false/pidAlive=false; open book: 0 BinaryBet intents; Mimic wakes w55–w60 log 'edge floor β‰₯3pp unmet / board empty'; 16 pre-crash bets live but oracle-settling without new writes","scope":"fleet","fix":"Restart bear-yosher AND implement process supervision (systemd/supervisord) β€” this is the second consecutive watcher death; manual restart alone will repeat within hours"},{"severity":"critical","title":"Vulture-Andrew crashed with live bait suite unmonitored","detail":"Vulture-Andrew crashed 253 min ago immediately after posting its most recent bait suite (intents 987/988/1001/948/949 at w67/14:36). These intents are on-chain and will expire unfilled. All 38 settled deals were Swap↔LP-Maker; LP rebalance-buy flow (confirmed via deals 98/99, +$0.28 PnL) has fully stopped.","evidence":"armed=false/pidAlive=false; bait suite posted w67/14:36 then process died; open book shows no bait-sell fills; 38 prior deals all ↔ LP-Maker","scope":"fleet","fix":"Restart vulture-andrew; shared crash pattern with bear-yosher (both second consecutive PID deaths) points to platform-level process supervision gap β€” prioritize supervisor install over individual agent restarts"},{"severity":"critical","title":"Index market never deployed β€” both agents null across 11 cycles","detail":"Index-maker and index-taker both have wake_script_source=null, armed=false, 0 wakes, $0 lifetime tokens, and 0 settled IndexBasket deals across 11 consecutive observer cycles. Zero delta across all 11 windows. This is a missing initialization, not a crash or recovery problem.","evidence":"wake_script_source=null (both agents); 0 wakes, $0 lifetime tokens (both); settled_deals=[] (both); 11 cycles of byte-for-byte identical null state","scope":"fleet","fix":"Deploy wake scripts for both index-maker and index-taker β€” requires initialization from scratch, not a restart"},{"severity":"warn","title":"Rebalancer-lior iterating on oracle premium β€” root cause is lot size","detail":"5+ consecutive wakes posting BTC/ETH DCA lots (4–7 USDC) below LP-Maker's 12 USDC fill floor. Every intent expires. Agent's w39 response was to increase oracle-premium tolerance to +1.56% on intent #1105 β€” the wrong variable. sAAPL/sNVDA legs settle correctly because their lots exceed the floor. This is a single-line config fix that has been missed for 4+ cycles.","evidence":"#1053 (7 USDC BTC, expired), #1089 (4 USDC ETH, expired), #831/#887 (7 USDC, prior run, expired); LP confirmed 12 USDC floor; #1105 posted at +1.56% premium still below floor in lot size","scope":"fleet","fix":"Set BTC and ETH lot sizes to β‰₯12 USDC in rebalancer-lior's CLAUDE.md β€” one config line, immediate fix"},{"severity":"warn","title":"LP-Maker concurrent session collisions β€” book gaps and gas waste","detail":"Multiple concurrent wake processes are posting overlapping intents and cancelling each other's work. At w65/w67/w68: full book rebuilds required, 10 txns per collision wake vs expected ~4, ~$2 excess gas, and quote gaps (ETH ask, BTC ask currently missing). LP's 86 settled deals represent strong health, but gas overhead compounds at current frequency.","evidence":"w67: '10 total txns this wake. Gas ~$2' (rebuild); w68: '#1012 SSV #1013 sAAPL #1014 sMSFT disappeared (concurrent session cancelled)'; current book: ETH ask and BTC ask absent ($0.25 and $0.50 revenue gaps)","scope":"core","fix":"Add exclusive lock or session token to LP-Maker's Node watcher to prevent concurrent processes from posting overlapping intent sets"},{"severity":"warn","title":"Stacker-massimo epoch passed β€” status ambiguous (completed or crashed silently)","detail":"Stacker's target epoch 1781098200 (13:30 UTC) has passed. Watcher is now armed=false/pidAlive=false/nextFallbackMin=null. It is unclear whether the agent fired, executed its DCA, and completed cleanly, or whether it crashed before executing. Portfolio at last read: 0.004928 sNVDA + 9.00 USDC free.","evidence":"armed=false/pidAlive=false post-epoch; prior state had nextFallbackMin=129 at ~11:51 UTC; orient: 'unclear if it executed and completed or crashed silently'; 2 prior settled deals both ↔ LP-Maker","scope":"fleet","fix":"Check stacker-massimo on-chain activity since 13:30 UTC β€” if no DCA executed, restart; if executed and done, mark complete"}],"fleetMoves":[{"scope":"core","action":"Install process supervisor (systemd unit or supervisord config) for all watcher daemons β€” bear-yosher and vulture-andrew have each died twice consecutively; the fleet cannot self-recover from PID deaths without automatic restart; this is the single highest-leverage platform fix t"},{"scope":"fleet","action":"Restart bear-yosher and vulture-andrew immediately β€” binary market has been frozen 395 min and bait-sell strategy dark 253 min; downstream agents mimic-ljuba, polymarket-ljuba, and arb-hunter-tom are all counterparty-starved as a direct consequence"},{"scope":"fleet","action":"Fix rebalancer-lior BTC/ETH lot sizes to β‰₯12 USDC in CLAUDE.md β€” a one-line config fix that has been missed for 5+ wakes while the agent burns tokens iterating on oracle premium (wrong variable)"},{"scope":"core","action":"Fix LP-Maker concurrent session collision bug β€” add exclusive lock to Node watcher; current collisions add ~$2 gas per wake, erase fresh quotes, and leave the book with persistent gaps (ETH ask, BTC ask missing now)"},{"scope":"fleet","action":"Deploy index-maker and index-taker wake scripts β€” the IndexBasket template has 0 settled deals across 11 observer cycles because both agents were never initialized; this is new capacity, not a recovery task"}],"at":"2026-06-10T19:09:24.789Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ONLY, CRASHES COMPOUNDING","healthDelta":"Worse vs last run β€” vulture-andrew now confirmed crashed (253 min dark, armed=false/pidAlive=false) joining bear-yosher (452 min) and arb-hunter-tom (36 min); three agents simultaneously down compresses swap + arb + binary capacity to LP-Maker alone. Bear's 16 pre-crash BinaryBet intents are still r","focusAreas":["3 agents crashed simultaneously: arb-hunter-tom (36 min, armed=false/pidAlive=false), vulture-andrew (253 min, armed=false/pidAlive=false), bear-yosher (452 min, armed=false/pidAlive=false) β€” swap arb","Rebalancer-lior: 4th consecutive BTC DCA failure β€” 7 USDC lot is below LP-Maker's 12 USDC floor; trivial config fix being missed for 4+ wakes","Stacker-massimo unarmed 302 min (armed=false/pidAlive=false) β€” epoch 1781098200 (~13:30 UTC) has long passed; unclear if it executed and completed or crashed silently","Bear's pre-crash BinaryBet intents (16 Bear↔Mimic 'live') are the only binary flow remaining β€” funnel shows 124 settled from 1102 posted (11.3%); binary conversion zeroes out once these clear","Option-writer drawdown recovery: was -19.26% at w35, -10.85% at w38 (107 min ago) with nextFallbackMin=17 β€” next wake imminent, current drawdown and Engine 1 restart status unknown"],"perAgentFocus":{"arb-hunter-tom":"armed=false/pidAlive=false with last wake only 36 min ago β€” is this a clean exit after finding no edges, or a watcher crash? Did the binary surface or oracle-inversion condition change in the 36 min window, and does anything in the book rig","bear-yosher":"452 min dark, confirmed crashed β€” the recent 'Bear-Yosher ↔ Mimic-Ljuba live' deals are pre-crash bets still resolving; how many of Bear's original bets remain live vs settled, and is there any self-restart path or does binary origination n","index-maker":"11th consecutive null cycle β€” any delta whatsoever vs prior 10: wake_script_source, armed, deals, tokens? If still identically null, the deployment is permanently blocked and needs an explicit fleet-level decision.","index-taker":"11th consecutive null cycle β€” any delta vs prior 10? With index-maker also permanently dark, confirm both sides of the IndexBasket dependency chain remain broken and flag for fleet-level write-off.","lp-maker-matheus":"9 quotes live, armed=true/nextFallbackMin=45 β€” did LP fill swing-nikita's 18 USDC β†’ 0.089 sNVDA intent (57m left on book, rate ~$202.25/sNVDA vs LP's 0.0594 sNVDAβ†’12 USDC quote at ~$201.35)? Are the ETH ask and BTC ask gaps from prior summa","mimic-ljuba":"nextFallbackMin=6 means it wakes in minutes β€” with Bear's pre-crash bets still 'live' but thinning, did Mimic find any new takeable binary flow this cycle or is it forced into pure self-origination? What is the self-originated bet count and","momentum-nikita":"armed=true/pidAlive=true/nextFallbackMin=179, last wake 306 min ago β€” the prior-identified single stale baseline (set 4h+ ago at arm-time, never rolled) is now 5h+ stale; has SSV maintained leadership or has the gap closed/inverted since th","option-taker-matheus":"took deals 118 (sNVDA call) and 119 (sNVDA put) since last summary; option-writer wakes in ~17 min β€” is the taker's watcher correctly polling for new option intents from option-writer, and are the two sNVDA positions (call+put) creating a s","option-writer-matheus":"nextFallbackMin=17 β€” wakes imminently; drawdown was -10.85% at w38 (107 min ago); has it resumed Engine 1 (contrarian stock/crypto buys) or is it still halted, and what is the current book value vs the -20% kill limit?","polymarket-ljuba":"holding sAAPL 0.085722 @ $290.79 entry (stop $277.34 / target $303.75) for 290 min since last wake; nextFallbackMin=1511 means ~25h until fallback β€” has price moved toward either trigger, and with Bear crashed and binary board nearly dark, ","rebalancer-lior":"4th consecutive BTC DCA failure at 7 USDC lot (LP minimum is 12 USDC) β€” did wake w24+ correct the lot size or post yet another 7 USDC intent that will expire unfilled? If still 7 USDC, what is blocking the agent from updating its own config","stacker-massimo":"armed=false/pidAlive=false, 302 min dark β€” epoch 1781098200 (~13:30 UTC) fired ~4.5h ago; prior had nextFallbackMin=129 at ~11:51 UTC, so the alarm should have fired at ~13:56 UTC; did stacker execute a wake and complete (2 prior deals with","swing-nikita":"posted intent 0x437 (18 USDC β†’ 0.089 sNVDA) 4 min ago with 57m remaining; watcher is armed/live watching for resolution β€” has LP-Maker taken it yet (LP has a 12 USDCβ†’0.0594 sNVDA quote at slightly different rate), and does the watcher corre","vulture-andrew":"crashed 253 min ago (armed=false/pidAlive=false); bait sells 874 sAAPL 1%, 875 sMSFT 1%, 876 SSV 2.21% were open at last summary β€” have any of these filled, expired, or are they still live? What is needed to restart, and are LP-Maker's curr"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” 452 min dark, sole binary originator; once its 16 pre-crash bets clear, binary market goes fully dark"},{"scope":"agent","text":"Restart vulture-andrew β€” 253 min dark, highest deal count (38) and burn ($6.63/5h); check if bait sells 874/875/876 are still live or expired before restarting"},{"scope":"agent","text":"Fix rebalancer-lior BTC DCA lot size: raise from 7 USDC to β‰₯12 USDC to clear LP-Maker's minimum floor β€” 4 consecutive expiries is a config bug, not a market problem"},{"scope":"agent","text":"Investigate stacker-massimo: confirm whether epoch 1781098200 fired and completed or the agent crashed silently 302 min ago β€” if crashed, check logs and restart"},{"scope":"agent","text":"Restart arb-hunter-tom if binary surface reopens (Bear restart) or oracle inversion clears β€” 36 min dark is recoverable but binary dependency means it's idle until Bear is back"},{"scope":"core","text":"IndexBasket deployment (index-maker + index-taker) has been null for 11 consecutive cycles β€” fleet-level decision needed: deploy or formally retire both agents"}],"at":"2026-06-10T18:51:47.280Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T20:09:01.509Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":73.33,"used7d":null,"used7dUsd":553.05,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":45.6,"estPct7d":38.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":129.6,"estPct7d":92.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":129.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":75},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":103468375,"w7":675102748,"tot":675102748},"haiku":{"w5":10540026,"w7":247102452,"tot":247102452}},"fleet":{"agentsUp":12,"lifetimeTokens":922225011,"lifetimeUsd":553.05,"sessions":3270,"deals":127,"openIntents":10,"totalIntents":1166},"oracle":{"USDC":1,"ETH":1625.03,"BTC":61748.75,"SSV":2.02,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-10T20:05:32.021Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":915914,"w5Usd":0.58,"w5PctPool":0.4,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":915914,"w7Son":11439131,"hourly":[0,0,0.58,0,0,0.5,0.15,0.84,1.51,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21,0.2],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":99.94,"realizedPnl":-0.06,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":574,"wakes":186,"firstWakeMs":1780927992000,"lastWakeMs":1781120880000,"ageMin":21,"lastWhy":"No edge clears the floor: all feasible intents are below 10bps or unaffordable. Nearest miss is SSV sell at +38bps but u","repeatWakes":172,"avgGapMin":18,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781123520542,"watching":"new intent >#1158, OR binary bet ≀30-min settlement w/ CEX taker decided, OR 30-min fallback","armed":true,"nextFallbackMin":23}},"verdict":{"summary":"ALIVE β€” watcher armed=true/pidAlive=true, last wake 5 min ago (w173), fallback in 29 min. The Step-1 'armed=false' read was stale; current state is healthy. Now w173, still 11 settled deals β€” 7 consecutive waits (w166–w173). Both surfaces remain structurally blocked: binary surface dry (Bear-Yosher dark 452+ min, zero binary bets posted), swap surface oracle","badge":"WAITING, SURFACES DRY","confidence":"high","bottomLine":"Not crashed β€” fully armed with 29-min fallback. 7 consecutive waits (w166–w173, ~3 hrs) on two simultaneously blocked surfaces: 0 binary bets (Bear-Yosher + Vulture-Andrew both down) and oracle-above-CEX inversion killing all swap edges. HIGH_WATER advanced to 1093 (37 new intents) but none cleared arb threshold. PnL -$0.05 lifetime; token burn $1.23/5h is the real cost of waiting correctly.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets posted across w166–w173 β€” Bear-Yosher (primary binary poster) dark 452 min, Vulture-Andrew dark 253 min. Swap surface: oracle above CEX in every recent wake (w166 'mSSV sell-edge requires oracle ABOVE CEX, currently reversed'; w168 'oracle above CEX means no give-USDC edges'; "},"reasoningRead":"Sound and solving the right problem. The agent correctly distinguishes surface-by-surface: binary miss is counterparty absence, swap miss is oracle-inversion direction. It checks CEX margin (β‰₯0.5% bar), affordability, and approval status before each candidate. No churn β€” each wake advances HIGH_WATER and logs distinct conditions. The self-annotation at w173 ('clean wait β€” correct discipline') refl","wakeTriggers":["New intent posted with intentId > HIGH_WATER=1093","Binary bet with ≀30-min settlement where cexTakerInMoney=true","30-min hard fallback (primary driver of repeat wakes when both surfaces are dry)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 settled swap deals β€” primary and only reliable swap counterparty; alive but edges currently oracle-inversion blocked","available":"alive"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster; arb-hunter-tom's binary surface depends on Bear posting near-expiry bets","available":"crashed 452 min, armed=false/pidAlive=fa"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents arb-hunter-tom could snipe; also binary taker","available":"crashed 253 min, armed=false/pidAlive=fa"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled swap deal; posts DCA swaps that can be taker-positive when oracle aligns","available":"alive but DCA lots below LP floor β€” curr"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Binary surface had 0 bets on book across all 7 recent wakes β€” nothing to miss. Swap surface: oracle inversion blocked all give-USDC edges; no taker-positive intents existed per agent logs. HIGH_WATER 1056β†’1093 (37 new intents) but agent correctly logged each as taker-negative or outside mandate. No false negatives detectable from available data.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER sentinel correctly scopes to genuinely new intents β€” avoids re-evaluating stale book entries on every 30-min fallback wake","mSSV-sell pre-filter in watcher (implied price β‰₯ CEX before fireWake) prevents wasting a full LLM wake on a structurally taker-negative intent","Binary margin guard (β‰₯0.5% CEX margin) prevents marginal near-miss takes that don't cover latency risk","30-min fallback is appropriate cadence for a taker that needs to stay responsive without burning tokens on empty surfaces"],"lacking":["No oracle-inversion guard in watcher loop: when oracle > CEX, swap edges are structurally blocked, but the watcher still fires on every new intent above HIGH_WA","Binary path is effectively dead with Bear-Yosher and Vulture-Andrew both crashed β€” watcher's binary check (cexTakerInMoney on existing bets) will keep returning"],"suggestedChange":"Add a one-liner oracle-inversion guard before fireWake on new swap intents: fetch SSV CEX price (already cached) and compare to the intent's implied rate β€” skip fire if oracle is inverted and no binary bets are near expiry. This targets the"},"issues":[{"scope":"core","title":"Binary surface collapse β€” no poster fleet alive","detail":"Bear-Yosher (452 min dark) and Vulture-Andrew (253 min dark) are both crashed. Arb-hunter-tom's primary surface (near-decided binary latency takes) requires posters. With both down, binary flow is zero β€” arb-hunter-tom is structurally starved on its highest-edge surface.","fix":"Restart Bear-Yosher and Vulture-Andrew. Arb-hunter-tom cannot self-heal this β€” it's a fleet-level restart task."},{"scope":"agent","title":"Watcher fires into persistently inverted oracle β€” wasted wakes","detail":"7 consecutive wakes burned on swap intents that are taker-negative due to oracle > CEX. Each costs ~$0.58. The watcher has a mSSV-specific guard but not a general oracle-inversion guard. Estimated waste: 7 Γ— $0.58 = ~$4 in avoidable wakes over ~3 hrs.","fix":"In the watcher loop, before fireWake on any new swap intent, fetch CEX price for the oracle asset and compare to implied rate. If oracle > CEX (inversion), log and skip fire β€” only fire when inversion clears or a binary bet appears."}],"assessment":"Not crashed β€” fully armed with 29-min fallback. 7 consecutive waits (w166–w173, ~3 hrs) on two simultaneously blocked surfaces: 0 binary bets (Bear-Yosher + Vulture-Andrew both down) and oracle-above-CEX inversion killing all swap edges. HIGH_WATER advanced to 1093 (37 new intents) but none cleared arb threshold. PnL -$0.05 lifetime; token burn $1.23/5h is the real cost of waiting correctly."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,1.5,0,1.77,1.09,0.76,0.8,2.65,1.69,2.45,0.7,3.54,0.16,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":533,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":532,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still crashed β€” now 516 min dark (up from 395 min last run, +121 min elapsed with zero new wakes). w40 logged the root cause: 'Watcher died (PID 6802 gone)' at 10:39 UTC; w41 at 11:17 UTC manually re-established the exactly-one-resting invariant (posted intent 869) and armed a new watcher with a 4h fallback (~15:17 UTC). That fallback never fired β€” watcher p","badge":"WATCHER DEAD","confidence":"high","bottomLine":"Watcher process has now died twice (w40 PID 6802, then again before the 15:17 UTC 4h fallback), leaving the agent 516 min dark. Intent 869 expired unfilled; bear has no anchor resting and no active BELOW bets posting. The 9 live BinaryBets settle autonomously via oracle β€” bear-yosher does not need to be alive for those. Core issue: watcher process instability, not agent logic.","rootCause":{"class":"structural","evidence":"w40 explicitly: 'Watcher died (PID 6802 gone)'; w41 re-armed at 11:17 UTC with 4h fallback β†’ fallback never fired (last_wake_min_ago=516 >> 240 min fallback window); armed=false, pidAlive=false confirms second process death; open_intents=0 confirms intent 869 expired during the dead window"},"reasoningRead":"Bear-yosher's reasoning through w38–w41 was sound and on-mission: correctly maintained exactly-one-resting invariant, tracked deal 74 betExpiry timestamp precisely, handled concurrent wake edge case at w37b. The agent is NOT solving the wrong problem β€” it's simply not running. The w41 wake script is well-constructed. The failure is purely platform/watcher-process instability, not agent logic.","wakeTriggers":["Intent 869 fill or expiry","New BinaryBet on book (templateHash 0x85ae...)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry (5 min before 1781139624 = June 11 00:58 UTC)","4h fallback (~15:17 UTC June 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 17 settled deals are Bear↔Mimic-Ljuba; mimic takes BELOW anchors nearly instantly (w36b noted fill within seconds of posting)","available":"ok β€” 16 deals, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries on CEX-feed latency; could take bear's BELOW bets if BTC approaches strike","available":"ok β€” 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher dead for 516 min, agent cannot observe or take new BinaryBets. Any BELOW bets posted by others during this window were inaccessible. Intent 869 (bear anchor) expired unfilled β€” bear has posted zero BELOW bets for ~5h+.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own-intent resolution β€” closes the re-post loop cleanly","New BinaryBet trigger is correct for a taker-first agent that wants to take BELOW anchors opportunistically","Adverse price move threshold (+1.5%) is calibrated and mission-aligned (halt signal)","Deal 75 near-expiry hook at 5-min lead is precise and prevents missing the settlement window","4h fallback is appropriate cadence for a patient bear-thesis agent"],"lacking":["The watcher process itself keeps dying before the fallback fires β€” the script logic is sound but the runtime stability is not; this is undetectable from the scr"],"suggestedChange":"No script change needed β€” the logic is correct. The fix is platform/core: investigate why the watcher process (PID 6802 and its successor) dies silently; add process health monitoring or a supervisor that restarts dead watchers and emits a "},"issues":[{"scope":"core","title":"Watcher process dies silently before fallback fires","detail":"w40 logged PID 6802 death; w41 re-armed but the new process also died before the 4h fallback at ~15:17 UTC. armed=false + pidAlive=false + no wake in 516 min confirms second process death. No error surfaced to the agent. This pattern will repeat on every restart if unsupervised.","fix":"Add a process supervisor (or OS-level watchdog) that detects pidAliveβ†’false and either restarts the watcher or emits a board-visible alert. Separately, log the exit code/signal when a watcher process dies so the crash source is diagnosable."},{"scope":"agent","title":"No anchor resting; intent 869 expired while dead","detail":"open_intents=0 and 516 min of downtime mean bear has no active BELOW bet posted. On recovery, the agent must re-establish the exactly-one-resting invariant immediately. w41 already knew how to do this β€” the first wake after restart should replicate that logic.","fix":"On next manual restart, confirm w42 detects open_intents=0, posts a fresh BELOW anchor at current BTC price (BTC ~$61k, 3.5% below $63,500 strike), and arms the watcher correctly. No CLAUDE.md change needed β€” the existing invariant logic handles this."}],"assessment":"Watcher process has now died twice (w40 PID 6802, then again before the 15:17 UTC 4h fallback), leaving the agent 516 min dark. Intent 869 expired unfilled; bear has no anchor resting and no active BELOW bets posting. The 9 live BinaryBets settle autonomously via oracle β€” bear-yosher does not need to be alive for those. Core issue: watcher process instability, not agent logic."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"12th consecutive null cycle β€” zero delta from runs 1–11. wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens, settled_deals=not-indexed. Nothing has changed: no deployment artifact appeared, no wake fired, no token was spent, no IndexBasket intent was posted on-chain. The agent has never executed a single l","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"12 consecutive observation windows, zero activity of any kind. No watcher script exists (wake_script_source=null), so no wake can ever fire. This is not a crashed agent β€” it is an undeployed agent. The IndexBasket market cannot form a single deal until a watcher is written and deployed.","rootCause":{"class":"structural","evidence":"wake_script_source=null across all 12 runs; 0 wakes; $0 lifetime tokens; no on-chain IndexBasket intents observed; index-taker is in the same null state β€” both sides of the market are absent"},"reasoningRead":"N/A β€” no reasoning has ever executed. The agent has produced no output to evaluate.","wakeTriggers":["MISSING: no watcher script exists β€” nothing can trigger a wake","MISSING: no fallback timer (nextFallbackMin=null) β€” zero recovery path"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of LONG IndexBasket intents β€” the exact complement to index-maker's output","available":"unknown β€” index-taker also shows health="}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” no watcher script exists at all, so opportunity tracking is impossible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” cannot evaluate cadence, fallback, or trigger logic","No fallback timer means the agent cannot self-recover even if partially initialized"],"suggestedChange":"Write and deploy a minimal watcher that fires on a periodic cadence (e.g. every 30–60 min), posts one LONG IndexBasket intent if none is open, and publishes the contract source to the indexer β€” the entire market is blocked on this single ar"},"issues":[{"scope":"agent","title":"No watcher script deployed","detail":"wake_script_source=null for 12 consecutive cycles. The agent process has never started. No watcher means no wakes, no intent posting, no indexer publication β€” the agent is functionally non-existent.","fix":"Author current.ts for index-maker: periodic wake (30–60 min cadence), check for open IndexBasket intent, post one LONG basket if absent, publish contract source to indexer. Deploy and arm the watcher."},{"scope":"agent","title":"IndexBasket market entirely dark β€” both sides undeployed","detail":"index-taker is also health=unknown with no observed activity. Even after index-maker is deployed and posts an intent, index-taker must be able to fetch the verified source from the indexer, audit it, and take the SHORT side β€” that pipeline has never been validated end-to-end.","fix":"Deploy index-maker first (it publishes the indexer artifact); then deploy index-taker pointing at the indexer endpoint. Validate the full makerβ†’indexerβ†’taker audit pipeline with a single test intent before running live."}],"assessment":"12 consecutive observation windows, zero activity of any kind. No watcher script exists (wake_script_source=null), so no wake can ever fire. This is not a crashed agent β€” it is an undeployed agent. The IndexBasket market cannot form a single deal until a watcher is written and deployed."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"12th consecutive null cycle β€” zero delta again. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No deployment artifact exists and nothing has changed since cycle 1. Index-maker (sole counterparty) remains health=unknown with 0 IndexBasket intents ever posted on-chain, so even a live index-taker would h","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has never run a single wake, spent a single token, or produced any on-chain artifact across 12 cycles. The Step-1 focus question is answered definitively: nothing changed β€” no wake, no deployment artifact, no token spend, no IndexBasket take on-chain. This is not a crash; the agent was never launched.","rootCause":{"class":"structural","evidence":"0 wakes, $0 lifetime tokens, wake_script_source=null, watcher.armed=false/pidAlive=false/nextFallbackMin=null across all 12 cycles; index-maker has 0 IndexBasket intents ever settled (health=unknown), so the supply side is also absent"},"reasoningRead":"No reasoning to read β€” zero LLM calls ever made. The agent has not been deployed; there is no script to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole structural counterparty β€” posts the LONG IndexBasket intents this agent is designed to take the SHORT side of","available":"health=unknown, 0 deals, 0 IndexBasket i"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has posted 0 IndexBasket intents on-chain; there is nothing to take even if this agent were live","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all; agent has never been deployed"],"suggestedChange":"Deploy the agent: write and arm a watcher that polls for open LONG IndexBasket intents from index-maker, fetches verified source from indexer, and triggers the audit-then-take loop β€” but only after index-maker itself is deployed and posting"},"issues":[{"scope":"agent","title":"Agent never deployed","detail":"No watcher script, no wakes, no token spend across 12 full observer cycles. wake_script_source=null, watcher.armed=false, pidAlive=false, nextFallbackMin=null. This is a missing deployment, not a crash.","fix":"Deploy the agent with a watcher script. Prerequisite: index-maker must be deployed first and confirmed posting IndexBasket intents on-chain, otherwise deploying index-taker in isolation is a no-op."},{"scope":"agent","title":"Sole counterparty (index-maker) also undeployed","detail":"Index-maker has health=unknown, 0 deals, 0 IndexBasket intents ever settled. Even a live index-taker would have nothing to audit or take. The dependency chain is broken at both ends.","fix":"Sequence the deployment: index-maker first (with verified source published to indexer), confirm at least one LONG IndexBasket intent appears on-chain, then deploy index-taker."}],"assessment":"Index-taker has never run a single wake, spent a single token, or produced any on-chain artifact across 12 cycles. The Step-1 focus question is answered definitively: nothing changed β€” no wake, no deployment artifact, no token spend, no IndexBasket take on-chain. This is not a crash; the agent was never launched."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":360,"msgs":8007,"total":497502554,"totalUsd":290.82,"w5":102678244,"w5Usd":62.23,"w5PctPool":41.1,"w7":497502554,"w7Usd":290.82,"w7PctPool":20.7,"w5Son":92872055,"w7Son":407775628,"hourly":[27.53,10.89,3.22,3.34,17.24,22.81,13.51,14.04,16.66,10.32,14,3.73,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T20:08:52.659Z","tokens":1189343,"usd":1.28,"msgs":19}},"onchain":{"deals":93,"openIntents":7,"balanceUsd":742.23,"realizedPnl":11.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":680,"wakes":69,"firstWakeMs":1781018900000,"lastWakeMs":1781121985000,"ageMin":3,"lastWhy":"Concurrent session overlap created duplicates. ETH bid at -0.01bps from oracle = inversion risk. sAAPL ask expiring ~20m","repeatWakes":64,"avgGapMin":26,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781123461000,"watching":"sMSFT ask #1140 expiry-5min | bid/ask guards | new fillable intent","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"Fully recovered from the 931-min offline gap β€” active since before 06-10T14:45, now at w65-68, 86 settled deals, $83.36/5h. pidAlive=false is normal for this watcher: the Node watch-loop arms the deadline then exits; armed=true + nextFallbackMin=20 confirms the daemon is holding the alarm correctly. 10/12 quotes live (missing ETH ask and BTC ask β€” $0.25 and ","badge":"LIVE, SESSION COLLISIONS","confidence":"high","bottomLine":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug.","rootCause":{"class":"structural","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, requiring full book rebuild. 10 total txns this wake. Gas ~$2.' w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'. w65: 'Concurrent session spawned duplicates requiring...'. Counterparties a"},"reasoningRead":"Sound and on-mission. The agent correctly skips ETH/BTC asks at $0.25/$0.33 inventory (thin enough to be a free option risk), applies per-quote price guards, and rebuilds the book after expiry clusters. The concurrent-session churn is a platform-level race condition, not bad reasoning β€” the agent's response (rebuild and continue) is correct. One subtle issue: the SSV inversion guard fired at w65 m","wakeTriggers":["Price inversion guard: per-quote thresholds for SSV/ETH/BTC/sAAPL/sNVDA/sMSFT bids and asks","Expiry guard: fires 5 min before #1023 sMSFT ask (1781107440 epoch)","New fillable swap intent matching HOLD set","30-min fallback (nextFallbackMin=20 remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent filler (7+ deals) β€” latency arb on oracle lag exactly consumes LP quotes","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"yes","why":"8+ deals β€” takes mispriced LP quotes as part of its mandate","available":"health=ok, recently crashed but prior bu"},{"agent":"rebalancer-lior","fit":"yes","why":"5+ deals β€” DCA swaps land directly on LP quotes; persistent buyer","available":"health=ok, active (though 7 USDC BTC buy"},{"agent":"0xBd6a…9863","fit":"yes","why":"5 settled deals β€” external wallet, reliable taker","available":"external, unmonitored"},{"agent":"0x5F79…CB6D","fit":"yes","why":"3 settled deals β€” external wallet","available":"external, unmonitored"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps mission β€” could take LP quotes, but only 1 deal lifetime","available":"health=ok"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” the agent is actively filling incoming intents and its 4 reliable counterparties are taking quotes. The watcher fires on new fillable intents, so responsive to demand. ETH/BTC ask gaps mean some arb opportunities on those legs are structurally unavailable until inventory replenishes.","wakeScript":{"wellReasonedForMission":true,"good":["Per-quote price guards (10 thresholds) fire before inversion, not after β€” LP cannot be picked off without a wake","Expiry guard fires 5 min early on soonest intent (#1023) β€” prevents silent book decay","New fillable intent scan with HOLD-set filter β€” responsive to taker demand","30-min fallback is appropriate cadence for a maker maintaining live quotes","pidAlive=false is correct: Node process exits after arming; daemon holds alarm"],"lacking":["No guard for when ETH/BTC inventory recovers enough to post missing asks β€” LP stays at 10/12 silently until next fallback fires","Price guard thresholds are hardcoded to w68 quote prices β€” after a book rebuild (w67/w68 concurrent collision) the new quote IDs/prices are baked in, but stale "],"suggestedChange":"Add an inventory-recovery guard: if ETH > 0.5 or BTC > 0.005 (posting threshold), fireWake('ETH/BTC inventory recovered β€” post missing asks'). This closes the gap where the LP sits at 10/12 for up to 30 min after inventory replenishes."},"issues":[{"scope":"core","title":"Concurrent session collisions causing book churn and gas waste","detail":"w67: full book rebuild, 10 txns, ~$2 gas. w68: 4 intended intents cancelled mid-flight by a parallel session. w65: duplicate spawned by ETH inversion guard firing while another session was active. The watcher fires a new Node process while the previous session's on-chain txns are still pending β€” the","fix":"SDK: add a session-lock (e.g. advisory file lock on /agent/data/wake/session.lock) so a new wake process exits immediately if a prior session is still running. The fallback will retry; the book stays stable."},{"scope":"agent","title":"ETH/BTC ask gap β€” no recovery trigger","detail":"ETH inventory $0.25, BTC $0.33 β€” both below posting threshold. LP correctly skips asks, but has no trigger to post them once inventory replenishes (e.g. after Arb-Hunter fills a bid). Gap can persist up to 30 min.","fix":"Add inventory-threshold guard in wake-script (see suggestedChange above). Threshold values should come from the agent's own posting-floor config, not magic numbers."},{"scope":"agent","title":"Hardcoded quote prices/IDs in wake-script become stale after rebuilds","detail":"Current wake-script bakes in w68 quote IDs (#1040, #1041, etc.) and their exact prices. After a concurrent-session rebuild (w67/w68), new IDs are posted at slightly different prices β€” the old thresholds may be off by a few bps until the next wake rewrites the script.","fix":"Minor: wake-script should derive inversion thresholds from a stored config file (e.g. /agent/data/wake/quotes.json written each wake) rather than inline constants, so a rebuild automatically updates them."}],"assessment":"LP-Maker is live and dominant (86 deals, 4 active counterparties, 10 open quotes) but recurring concurrent-session collisions (w67: full rebuild, 10 txns; w68: 4 cancelled intents) are wasting ~$2/event in gas and destabilizing the book. ETH/BTC ask absence is correctly managed (thin inventory), not a bug."},"overBudget":{"pct":41.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":1000634,"w5Usd":0.63,"w5PctPool":0.4,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":1000634,"w7Son":1000634,"hourly":[0,0,0.63,0,0,0,0.49,0,0,0,0,0.24,0,0,0,0,0.38,0.2,0,0,0,0,0.17,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":574,"wakes":66,"firstWakeMs":1780927020000,"lastWakeMs":1781114598000,"ageMin":126,"lastWhy":"Zero β‰₯3pp taker-edge opportunities on board. Edge floor 3pp unmet; one deliberate move rule enforced. Self-originated po","repeatWakes":52,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781124674646,"watching":"new BinaryBet appears (crypto 24/7, stock until 20:00 UTC) OR 60 min fallback","armed":true,"nextFallbackMin":42}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":1054572,"w5Usd":0.8,"w5PctPool":0.4,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":1054572,"w7Son":2657395,"hourly":[0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.27,"realizedPnl":-0.73,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":592,"wakes":17,"firstWakeMs":1780940859000,"lastWakeMs":1781099003000,"ageMin":386,"lastWhy":"Edge threshold unmet on both lookbacks. sNVDA is crashing (-2.71% intraday) but it's the laggard not the leader β€” can't ","repeatWakes":16,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128108394,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":99}},"verdict":{"summary":"SSV remained persistent near-leader through w17 (13:43 UTC, 249 min ago); sNVDA cratered -2.71% intraday but as laggard, correctly filtered out. Gap threshold still unmet β€” agent dormant and correct. Key new observation: w16 logs reference 'both lookbacks' but the live w17 watcher script has only ONE static baseline (set at arm-time, never rolled). A 4h+-old","badge":"DORMANT, THRESHOLD MISS","confidence":"medium","bottomLine":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires.","rootCause":{"class":"structural","evidence":"1 settled deal lifetime (no detail available); SSV intent #745 failed pre-LP-recovery (illiquidity); intents #w12–w17 all no-action due to 2pp gap unmet. Market: crypto field declining together, no leadership separation across 6 wakes."},"reasoningRead":"Sound on signal filtering β€” correctly rejected sNVDA crash at w17 (laggard not leader), correctly held off on choppy correlated declines at w12–w16. But the baseline staleness is a measurement error: if SSV drifted +1.5pp over 3h and then another +0.8pp in the last hour, the watcher sees +2.3pp vs. a 4h-old floor and fires β€” correct. But if the 4h move is +2.1pp and it all happened in hour 1, the ","wakeTriggers":["relative gap β‰₯2pp between any two assets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) vs. arm-time baseline","4h fallback (nextFallbackMin=236)","MISSING: rolling lookback window β€” baseline is fixed at watcher arm; over 4h+ runtime, recent momentum is diluted by early-session baseline drift. W16 logs 'bot"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill-side for USDCβ†’asset swaps; now live with 11 open intents. SSV intent #745 failed pre-recovery β€” fill path exists now if thresho","available":"live, 11 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts USDCβ†’ETH/asset slices; could incidentally fill a momentum intent if directions align, but not a designed counterparty.","available":"live, 1 open intent (4 USDC β†’ ETH, 58 mi"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” wake logs confirm no asset cleared 2pp gap in w12–w17. Watcher is oracle-connected and measuring the live book; the metric is measurable and shows genuine threshold misses, not watcher blindness.","wakeScript":{"wellReasonedForMission":true,"good":["Live baseline captured at first poll (not hardcoded from prior wake) β€” correct for intraday momentum","Full 6-asset universe (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) enables real leadership detection","Gracefully skips oracle failures rather than firing on incomplete data","60s polling cadence is appropriate β€” not sub-minute gaming, just momentum detection","4h fallback ensures the agent wakes even in flat markets"],"lacking":["Static baseline (set once at arm-time, never refreshed): over a 4h+ watcher runtime, early-session moves absorb into the denominator and compress the apparent g","w16 agent log references 'both lookbacks' but w17 script has only one baseline β€” if the dual-lookback was intentional signal robustness, dropping it is a regres"],"suggestedChange":"Add a periodic baseline reset every 60 min: `if (Date.now() - baselineTs > 3600_000) { baseline = { ...current }; baselineTs = Date.now(); }` β€” this keeps the gap measurement anchored to recent momentum rather than 4h-old drift, without los"},"issues":[{"scope":"agent","title":"Baseline staleness over 4h+ watcher runtime","detail":"The watcher captures `baseline` once at arm-time and never resets it. Over the 4h fallback window, early-session price moves become baked into the denominator, making recent relative momentum look smaller. A leadership signal that develops gradually over 2h may never hit 2pp vs. the 4h-old anchor.","fix":"Reset baseline every 60 min (timestamp-gated inside the poll loop). Preserve the first-poll live-anchor behavior for the initial reading."},{"scope":"agent","title":"Dual-lookback dropped between w16 and w17","detail":"W16 agent logs 'Edge threshold unmet on both lookbacks' β€” implying a short + long lookback. W17 watcher script has only a single baseline. If dual-lookback was intentional (short-term confirmation + medium-term trend), dropping it reduces signal quality. If it was buggy, the log is misleading.","fix":"Confirm whether the second lookback was deliberate; if so, restore it in the watcher script as a secondary returns array with a separate rolling baseline."},{"scope":"core","title":"SSV inventory on LP-Maker unconfirmed","detail":"SSV intent #745 expired pre-LP-recovery. LP is now live but its 11 open intents are USDC/ETH/sNVDA-oriented. If LP doesn't hold SSV inventory, a new SSV momentum intent will expire again β€” and the agent has no other reliable fill counterparty for SSV.","fix":"Fleet-level: LP-Maker should periodically publish its asset inventory so momentum watchers can assess fill probability before posting; alternatively, momentum-nikita should check LP's open intents for the target asset before committing."}],"assessment":"No on-chain action since w16 (249 min ago). SSV still the closest asset to the 2pp trigger but hasn't broken through. Agent correctly waiting β€” armed+pid alive, 236 min to fallback. The 2pp gap is the right signal bar, but the watcher's fixed baseline (reset only at arm-time, not rolling) means gaps measured over a 4h+ runtime are artificially suppressed: gradual intraday moves vanish into the denominator. LP-Maker is now live (11 open intents) giving a fill path if threshold fires."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":778172,"w5Usd":0.55,"w5PctPool":0.3,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":778172,"w7Son":778172,"hourly":[0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":577,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":98,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1244}},"verdict":{"summary":"Took sNVDA call #118 (w25, $0.25 premium, $5 collat, ~23h) and put #119 (w26, $0.23 premium, $5 collat, ~24h) β€” the two options option-writer posted since last summary. Correctly resting since w26 (82 min): watcher polls every 60s and has not fired, confirming no new audited options have entered the book. $7.76 realized PnL on $0.70 lifetime LLM spend. Sole ","badge":"PATIENT, BOOK EMPTY","confidence":"high","bottomLine":"No action in 82 min is correct β€” watcher's 60s poll has found zero new audited Option intents since w26. Option-writer has not posted since deal #119. $7.76 PnL on $0.70 lifetime LLM cost makes this the fleet's highest-margin agent by far.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are with 0x57F8…B0ff (option-writer-matheus). No other option writers exist in the fleet. Zero open_intents confirmed. Not the agent's fault β€” it took every eligible option posted."},"reasoningRead":"Sound, solving the right problem. Took both available options at w25-w26 with documented rationale (cheap optionality, thin premium on volatile stock, 20x max pay). Waiting now is correct β€” not churn, not re-deriving.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f4b… matched, 60s poll)","nowSec >= MIN_SETTLE_AT_TS (1781194956 = deal #118 expiry window)","23h fallback (nextFallbackMin=1260, appropriate)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer on the fleet; taker has taken 3 of its live options and 1 settled β€” 100% deal overlap","available":"health ok, 17 deals lifetime, but has no"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher polls every 60s and would have fired on any new audited Option intent. No evidence any appeared and were missed.","wakeScript":{"wellReasonedForMission":true,"good":["Template-hash filter (0xb3d66f4b…) ensures only audited Option intents trigger a wake β€” correct trust model","Settle-window trigger lets the agent arrive before expiry without a 23h wait","60s poll cadence appropriate for option flow (option-writer posts ~1-2 per session, not per minute)","Zero-LLM, has fallback, can't fire on generic book non-empty"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's expiry window only. After #118 settles, the settle trigger goes permanently silent β€” deal #119 expiry ","seenIntentIds set is in-memory only β€” lost on crash/restart, causing the first poll post-restart to baseline rather than fire on any options that arrived during"],"suggestedChange":"Derive MIN_SETTLE_AT_TS dynamically from live open deals at each poll cycle (min expiry of the agent's own live custom deals - 300s) rather than hardcoding it. Eliminates the stale-after-first-settlement bug without any other changes."},"issues":[{"scope":"agent","title":"Hardcoded MIN_SETTLE_AT_TS goes stale after deal #118 settles","detail":"1781194956 tracks only deal #118's window. Deal #119 expires at 1781200212 (~5h later). After #118 settles, the settle trigger never fires for #119 β€” taker arrives at the 23h fallback instead of 5 min before expiry.","fix":"Replace the constant with a dynamic lookup: each poll, fetch the agent's live custom deals, compute min(expiryTs) - 300 as the settle threshold."},{"scope":"agent","title":"seenIntentIds lost on restart β€” post-crash first poll baselines instead of firing","detail":"If the watcher crashes and restarts while a new option is in the book, the first poll re-baselines seenIntentIds and swallows the new intent. The agent only catches it on the next poll (60s later) β€” low severity but fixable.","fix":"Persist seenIntentIds to a local state file (or just skip the baseline guard and rely on newMatches() from the SDK) so restarts don't silently drop in-flight intents."},{"scope":"agent","title":"Single-point counterparty: zero option writers besides option-writer-matheus","detail":"All 4 deals are with one address. If option-writer-matheus stops posting (drawdown kill, crash, mission change), option-taker has no other source and burns 23h fallback cycles indefinitely.","fix":"Recruit a second option writer to the fleet, or have option-taker also scan polymarket-ljuba intents which may include option-like structures."}],"assessment":"No action in 82 min is correct β€” watcher's 60s poll has found zero new audited Option intents since w26. Option-writer has not posted since deal #119. $7.76 PnL on $0.70 lifetime LLM cost makes this the fleet's highest-margin agent by far."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.8,0.35,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.02,"realizedPnl":-12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":577,"wakes":42,"firstWakeMs":1780947228000,"lastWakeMs":1781118669000,"ageMin":58,"lastWhy":"Portfolio rebalancing is complete and stable; drift constraints satisfied. Engine 1 paused due to lack of buyer signal a","repeatWakes":1,"avgGapMin":70,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781122384629,"watching":"60-min fallback (re-assess portfolio, ranking, vol, engine status)","armed":true,"nextFallbackMin":4}},"verdict":{"summary":"Prior: w35 drawdown hit -19.26%, agent self-canceled 933+938, halted Engine 1, paused Engine 2; w36 tested one ETH put (951); w38 book=$89.15 (-10.85% drawdown). Since w38: Engine 2 executed one clean contrarian rotation β€” sold 0.052 sAAPL (+14.7 USDC, fill confirmed) and re-entered sMSFT (intent 0x1091 posted at 405/unit); w41-w42 confirmed rotation complet","badge":"ENGINE 1 DARK, E2 STABLE","confidence":"high","bottomLine":"Engine 1 (option writing) is still paused as of w42 β€” test intent 951 posted at w36 was never filled and expired; 0 open intents now. Engine 2 (contrarian swaps) is healthy: completed sAAPLβ†’sMSFT rotation with confirmed LP fill (+14.7 USDC) and is in stable monitor mode. The single natural taker (option-taker-matheus, 4 lifetime deals) has not surfaced demand, making the Engine 1 pause operationally correct but indefinite without a buyer-signal trigger.","rootCause":{"class":"maker-only","evidence":"Engine 1: 7+ consecutive unfilled options pre-w38, ETH put 951 (strike 1631.46, 0.24 USDC premium) posted w36 unfilled/expired, 0 open options at w42. Only named taker is option-taker-matheus (4 settled deals lifetime β€” extremely thin). Engine 2 functions: swap settled ↔ LP-Maker-Matheus confirmed, "},"reasoningRead":"Sound and correctly self-limiting. The agent correctly diagnosed that re-posting options into a buyer-absent market was burning gas for zero signal (7+ misfires), paused Engine 1, and shifted focus to the contrarian rotation β€” a disciplined pivot. The sAAPLβ†’sMSFT rotation (w39-w40) was mission-correct: sAAPL rank improved (βˆ’1.31% β†’ +0.27%), sMSFT worsened, swap executed cleanly. Monitor mode in w4","wakeTriggers":["60-min fallback timer (only active trigger)","MISSING: vol-spike trigger β€” comment in current.ts names 'vol spike' as a resume signal but script implements no vol monitor","MISSING: ranking-change trigger β€” comment names 'ranking change' as a wake signal but script is pure fallback-only"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only agent on the roster explicitly buying ETH/BTC options; 4 settled deals lifetime β€” very sparse demand signal","available":"ok (health ok, active)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Swap counterparty for Engine 2 rotations; confirmed fill on sAAPL intent in w39-w40","available":"ok (93 deals, 11 open quotes, healthy)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Prices options against Polymarket distribution and buys mispriced ones β€” potential Engine 1 buyer if strike/premium align","available":"ok (2 deals, active)"}],"reliableCounterparties":1,"missedOpportunities":"none β€” Engine 2 executed the correct rotation; Engine 1 correctly withheld posts given zero buyer demand. No resting option intents on the book that this agent could have taken (its mission is to write, not buy).","wakeScript":{"wellReasonedForMission":false,"good":["60-min fallback cadence is appropriate for a patient portfolio agent in stable monitor mode","Zero-LLM, clean structure, correct PID write","Fallback label accurately describes re-assessment scope"],"lacking":["Script promises vol-spike and ranking-change triggers in its comment but implements neither β€” these would be the most valuable resume signals for Engine 1","No check on option-taker-matheus book activity that would signal buyer has re-entered β€” Engine 1 stays dark indefinitely without this","60-min poll inside the loop is unnecessarily coarse given the fallback is also 60 min β€” poll could be 5-min without changing cadence"],"suggestedChange":"Add a Pyth vol-fetch loop: if realized vol on ETH or BTC crosses back above the threshold that previously justified option writing, fire immediately rather than waiting up to 60 min β€” this is the single gate between Engine 1's pause and its"},"issues":[{"scope":"agent","title":"Engine 1 resume condition is purely time-based, not signal-based","detail":"The wake script comment lists 'vol spike' and 'ranking change' as resume signals but implements only a 60-min fallback. Engine 1 has been paused since w37 (~5h) with no automated trigger to unblock it when market conditions improve. It will only re-test options every 60 min at most, meaning favorabl","fix":"Add a vol check in the watcher loop: fetch Pyth ETH/BTC 24h return; if |return| > threshold (e.g. 2%), fireWake('vol spike β€” Engine 1 re-assess') immediately. This makes Engine 1 responsive to the market signal it's actually waiting for."},{"scope":"agent","title":"Current drawdown not logged in w39-w42 wakes","detail":"Last explicit drawdown reading is $89.15 / -10.85% at w38. Post-rotation (sAAPL +14.7 USDC received, sMSFT buy pending at w40), the true current drawdown is unobservable from wake logs. Observer cannot confirm recovery progress without agent logging the book value each wake.","fix":"Log book_usd and drawdown_pct at the top of each wake state record so the observer can track kill-limit proximity without inferring from partial fills."},{"scope":"core","title":"accept-swap tool leg-order bug (w40)","detail":"W40 logs: 'tool had leg-order issue (checking wrong asset approval)' β€” agent had to re-post sMSFT intent rather than accepting a resting one. This is an SDK-level tool bug affecting any agent using accept-swap.","fix":"Audit accept-swap tool's asset-approval check order; ensure it validates the give-asset approval against the intent's give-leg, not a hardcoded or stale reference."}],"assessment":"Engine 1 (option writing) is still paused as of w42 β€” test intent 951 posted at w36 was never filled and expired; 0 open intents now. Engine 2 (contrarian swaps) is healthy: completed sAAPLβ†’sMSFT rotation with confirmed LP fill (+14.7 USDC) and is in stable monitor mode. The single natural taker (option-taker-matheus, 4 lifetime deals) has not surfaced demand, making the Engine 1 pause operationally correct but indefinite without a buyer-signal trigger."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0,0.16,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":574,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":370,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1431}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC). Watcher has been armed and polling every 60s for 354 min since w26 without firing β€” strong evidence price remains in the $277–$304 band; neither trigger has been crossed. No new binary/option intents have appeared on the book (tertiary trigger also silent). Bear-","badge":"HOLDING, MISSION DARK","confidence":"high","bottomLine":"Price has not moved through either trigger in 354 min β€” the armed watcher's 60s poll would have fired if it had. Primary Options/BinaryBet mission remains fully dormant: no mispriced intents have appeared (watcher's tertiary trigger silent), and bear-yosher's 512 min crash eliminates the primary BinaryBet supply side. The agent is correctly patient; this is a market-structure problem, not an agent problem.","rootCause":{"class":"counterparty-starved","evidence":"bear-yosher (primary BinaryBet originator) crashed 512 min ago β€” no new BinaryBet intents posted; tertiary watcher trigger (new binary/option intents) has not fired since w26; 0 open intents, 2 lifetime settled deals, no new deal activity"},"reasoningRead":"Sound and solving the right problem. Wake logs show correct convergence tracking (edge eroded from 3.1% to 1.5% across wakes β€” expected behavior acknowledged, not confused with a problem). Preemptive sAAPL allowance approval at w26 (tx 0xf145…) was operationally correct foresight. No churn: 18 repeat wakes, but each is a legitimate price/intent check, not re-posting the same failed move.","wakeTriggers":["sAAPL oracle price <= $277.34 (stop)","sAAPL oracle price >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","fallback: Jun11 20:00 UTC (1781208000) β€” 24h before expiry to assess maker candidates"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary BinaryBet originator β€” polymarket-ljuba's core supply side for valuation opportunities","available":"crashed 512 min, no new bets originating"},{"agent":"option-writer-matheus","fit":"yes","why":"writes Options (ETH/BTC + stock portfolio) that polymarket-ljuba is designed to value and take","available":"ok, 17 deals β€” active and potentially po"},{"agent":"mimic-ljuba","fit":"maybe","why":"posts BinaryBets by mirroring others; could create takeable intents if bear-yosher ever recovers","available":"ok, 16 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"taker of near-decided binaries, not a maker; no supply-side contribution for polymarket-ljuba","available":"ok, 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for binary/option intents: option-writer-matheus (ok, 17 deals) is the only active Option writer β€” unclear if any of its open quotes were within polymarket-ljuba's valuation threshold since w26. The watcher's tertiary trigger monitors the book and did not fire, suggesting no new intents appeared; however, the watcher filters by kind==='unknown'||'binary'||'option' and could theoretica","wakeScript":{"wellReasonedForMission":true,"good":["Three-layer trigger stack correctly matches the two active mission states: (1) sAAPL position management (stop/forward/horizon), (2) primary mission responsiven","Fallback at Jun11 20:00 UTC (24h before expiry) is intentional and thoughtful β€” provides a human-assessment window before the swap deadline","60s cadence appropriate for price-trigger sensitivity without being wasteful","Zero-LLM, reads state.json for horizonTs with hardcoded fallback (1781294400) β€” correct defensive pattern","Reads horizonTs from state.json at runtime rather than hardcoding β€” correctly picks up the Jun12 correction made at w25"],"lacking":["kind === 'unknown' filter is overly broad β€” 'unknown' intents could be swap or index types irrelevant to this mission, causing false-positive wakes","No filter by counterparty address β€” a near-decided option-writer-matheus intent would look identical to a noise intent to this watcher"],"suggestedChange":"Narrow the new-intent filter from kind==='unknown'||'binary'||'option' to kind==='binary'||kind==='option' only, removing 'unknown'; add a secondary check that the intent's maker is a known agent address (option-writer-matheus, bear-yosher,"},"issues":[{"scope":"agent","title":"Primary BinaryBet supply side (bear-yosher) dark 512 min","detail":"polymarket-ljuba's core value-add β€” pricing BinaryBets against Polymarket's distribution β€” requires bear-yosher or mimic-ljuba to post new bets. Bear-yosher has been crashed 512 min; mimic-ljuba mirrors bear-yosher's output so is also supply-constrained. Primary mission is structurally frozen until ","fix":"Revive bear-yosher (fleet action). Until then, polymarket-ljuba should redirect attention to option-writer-matheus's open Option quotes, which are active and priceable against Polymarket's implied vol."},{"scope":"agent","title":"No active scanning of option-writer-matheus's open Option quotes","detail":"option-writer-matheus (17 deals, ok health) is the only active counterparty producing priceable Options β€” but polymarket-ljuba's watcher only wakes on *new* intents, not existing open ones. If option-writer-matheus has live open Option quotes that are mispriced vs Polymarket, they won't trigger a wa","fix":"Add a watcher check: on each poll, scan open intents for kind==='option' that were already known (in lastWakeBets) but haven't been evaluated β€” fire if any survive more than N minutes without being taken and their Polymarket-implied edge exceeds threshold."}],"assessment":"Price has not moved through either trigger in 354 min β€” the armed watcher's 60s poll would have fired if it had. Primary Options/BinaryBet mission remains fully dormant: no mispriced intents have appeared (watcher's tertiary trigger silent), and bear-yosher's 512 min crash eliminates the primary BinaryBet supply side. The agent is correctly patient; this is a market-structure problem, not an agent problem."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0.66,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.31],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":14,"openIntents":1,"balanceUsd":98.33,"realizedPnl":-1.67,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":680,"wakes":47,"firstWakeMs":1780939200000,"lastWakeMs":1781121480000,"ageMin":11,"lastWhy":"ETH at target. BTC largest remaining gap at -7.0pp. 4 USDC committed to BTC DCA at +1.47% premium to signal to LP/retail","repeatWakes":42,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128800000,"watching":"#1162 BTC DCA resolves (~20:58 UTC) or LP posts BTC sell, fallback 22:00 UTC","armed":true,"nextFallbackMin":111}},"verdict":{"summary":"Root-cause misdiagnosis persists through w40: agent continues iterating on oracle-premium tolerance (w39 posted BTC #1105 at +1.56%, w40 posted 4 USDC ETH #1156 expires ~20:53 UTC) while the actual blocker is lot-size β€” LP's 12 USDC minimum fill floor rejects every sub-12 USDC lot regardless of premium. No wake since last summary shows awareness of the floor","badge":"WRONG ROOT CAUSE","confidence":"high","bottomLine":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC.","rootCause":{"class":"mispriced","evidence":"#1053 (7 USDC BTC, expired), #1089 (4 USDC ETH, expired), #1105 (BTC +1.56% premium, amount unconfirmed small), #1156 (4 USDC ETH, now expired per open_intents=0) β€” all below LP's 12 USDC floor; 13 historical settled deals with LP-Maker-Matheus prove LP fills are available when lot size is adequate"},"reasoningRead":"Unsound β€” solving the wrong variable. W39 explicitly frames the fix as 'pivot from exact-oracle posts to premium-tolerant: LP charges 0.43-1.56%'. That model is wrong: LP's rejection is a quantity floor (β‰₯12 USDC), not a price spread. Each wake spent escalating premium tolerance has zero path to a fill. This is the canonical disciplined-loop-wrong-problem failure β€” the reasoning looks structured b","wakeTriggers":["own intent #1156 resolved (filled or expired) β€” ownIntentResolved poll every 60s","fallback 21:30 UTC"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/5 of last settled deals; sole reliable swap maker; 93 deals, 11 open quotes, health ok β€” but enforces β‰₯12 USDC fill floor that rejects eve","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"taker not a maker; one historical deal was opportunistic, not a repeatable swap source","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none identifiable β€” LP is the only swap maker on the book; no other agent provides swap liquidity. The agent is not missing open opportunities; it is generating unfillable intents.","wakeScript":{"wellReasonedForMission":true,"good":["watches own intent (#1156) for resolution β€” correct trigger for a one-intent-at-a-time DCA mission","60s poll cadence appropriate for intent expiry window","explicit UTC fallback (21:30) prevents orphaned watcher if intent silently expires","zero-LLM, deterministic, can't fire on book-non-empty"],"lacking":["watcher correctly fires on resolution but next wake will re-post another sub-12 USDC lot with same wrong reasoning β€” the script is sound, the agent logic it tri"],"suggestedChange":"No watcher change needed β€” current.ts is correct for the mission. The fix is in the agent's CLAUDE.md: set minimum DCA slice β‰₯ 12 USDC to clear LP's fill floor, and remove oracle-premium escalation logic as a fill-failure remedy."},"issues":[{"scope":"agent","title":"DCA lot size structurally below LP's 12 USDC minimum fill floor","detail":"Every intent since at least w37 is sub-12 USDC (#1053: 7 USDC, #1089: 4 USDC, #1156: 4 USDC). LP-Maker-Matheus has a β‰₯12 USDC fill floor; these lots are rejected before oracle price is even evaluated. Agent's 'patient slice' sizing is the direct cause of 0 recent fills despite LP being available.","fix":"Edit CLAUDE.md to enforce minimum DCA slice β‰₯ 12 USDC. The 13 historical settled deals prove LP fills when lot size is adequate."},{"scope":"agent","title":"Oracle-premium tolerance is the wrong diagnostic β€” burning wakes on irrelevant tuning","detail":"W39 frames the problem as LP's 0.43-1.56% spread and posts BTC at +1.56% as the fix. This is an incorrect model: LP's floor is quantity-based, not price-based. Each iteration (now 7+ wakes) compounds the misdiagnosis and consumes tokens ($1.09 last wake alone) with zero probability of a fill.","fix":"Correct root-cause reasoning in CLAUDE.md: LP fill failures on sub-12 USDC lots are quantity rejections, not oracle-premium rejections. Remove premium-escalation as a fill-failure remedy."}],"assessment":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.56,0.14],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":489,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":382,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":694921,"w5Usd":0.43,"w5PctPool":0.3,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":694921,"w7Son":1474390,"hourly":[0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":680,"wakes":23,"firstWakeMs":1780924988000,"lastWakeMs":1781122016000,"ageMin":2,"lastWhy":"Market-hours rule: stocks cannot trade post-close. sNVDA is the only signal. No crypto dislocations. Best move is wait.","repeatWakes":12,"avgGapMin":149,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781125591613,"watching":"sNVDA buy-dip intent 0x045e resolves or 2h fallback","armed":true,"nextFallbackMin":58}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 0)","2h hard fallback","MISSING: process-level restart / self-heal on crash β€” watcher exited without rearming"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole proven counterparty β€” 38/38 settled deals are swaps ↔ LP; rebalance buys fill reliably when LP is live. Will NOT take vulture's bait se","available":"alive, health ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sAAPL/sMSFT/sNVDA bait sells if momentum signal aligns, but only 1 settled deal β€” extremely thin taker activity.","available":"alive, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Could take bait sells on dislocation fades; 4 settled deals β€” marginally more active than momentum, but not proven on vulture's book.","available":"alive, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take near-decided binary intents; also crashed (36 min, armed=false/pidAlive=false).","available":"CRASHED"},{"agent":"bear-yosher","fit":"no","why":"Bear is a taker of binaries, not a taker of swap bait sells; also crashed 452 min.","available":"CRASHED"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable post-crash: watcher blind to book since 14:36. Pre-crash (w61–w67), the agent reported 'zero takeable edges β‰₯1%' across every wake β€” no missed fills logged. The bait sells produced zero fills across their full lives, consistent with no directional takers in market.","wakeScript":{"wellReasonedForMission":true,"good":["Four distinct fire conditions all mission-relevant: new edge, pre-expiry guard, quote erosion, 2h fallback β€” matches vulture's reactive/opportunistic profile","30s poll is zero-LLM and cheap; honeypot pre-seeding (779, 836, 869) prevents re-firing on known traps","Pre-expiry trigger (~5 min before soonest expiry) prevents silent TTL drain","check-my-quotes integration catches erosion/undercut without an agent wake"],"lacking":["No self-restart / process watchdog β€” watcher exited at 14:36 with no rearming; fallbackMs=2h is only useful if the process survives that long","30s poll + cancelCmds check fires wakes on minor quote drift (56% repeat rate); a 60–90s poll with a wider erosion threshold would halve token burn with negligi"],"suggestedChange":"Add a platform-level process supervisor (e.g. systemd unit or SDK-level watchdog) that restarts the watcher process on exit β€” the script logic is sound but the process is a single point of failure. This is a core fix, not agent-level."},"issues":[{"scope":"core","title":"No process supervisor β€” watcher crash is permanent","detail":"armed=false/pidAlive=false for 255 min. The 2h fallback only works if the Node process survives; on abnormal exit, there is no restart mechanism. This same failure pattern is simultaneous across arb-hunter-tom and bear-yosher β€” three agents down at once points to a shared platform gap, not agent-spe","fix":"Add a systemd unit or SDK-level supervisor that auto-restarts any watcher process on exit with exponential backoff. All three crashed agents would self-recover."},{"scope":"agent","title":"Bait sells structurally starved β€” no directional takers","detail":"0/38 settled deals are bait-sell fills. LP-Maker (sole active counterparty) is a neutral maker and will not take directional bait sells. momentum-nikita (1 deal) and swing-nikita (4 deals) are the only viable takers and are both thin. Bait-sell edge is being priced correctly but into a vacuum.","fix":"Once restarted, bias the bait book toward swaps LP-Maker will fill (rebalance buys near oracle mid) rather than directional sells β€” these have a proven fill rate. Revisit bait sell sizing/premium only when momentum/swing become more active."},{"scope":"agent","title":"High quote-churn token burn (56% repeat wakes)","detail":"40/71 wakes are repeat quote-hygiene wakes driven by minor erosion triggers. At $5.97/5h (4.2% of pool), burn rate exceeds deal edge on bait sells. The 30s poll + check-my-quotes fires on drift that often self-corrects.","fix":"Widen the cancel threshold slightly (e.g. fire only when erosion > 0.3% below target, not any cancelCmd) and increase poll to 60s to reduce churn wakes by ~30% without materially affecting fill latency."}],"assessment":"Vulture crashed 255 min ago (w67, 14:36) with armed=false/pidAlive=false. Its final 9-intent bait suite has expired completely (open_intents=0). The agent had 38 deals (all swaps ↔ LP-Maker) but realized PnL is -$2.19 β€” token burn ($5.97 / 5h, 4.2% of pool) is eating into what slim edge exists. No directional takers ever filled a bait sell; bait fills require momentum-nikita or swing-nikita to be active, and those agents are thin (1 and 4 deals respectively)."}}],"unattributed":{"sessions":1024,"tokens":144897906,"usd":75.57,"w5":4973130,"w5Usd":2.92,"hourly":[0.44,0.58,0,0.66,1.24,1.21,1.01,0,2.44,1.49,1.65,0.69,2.92,0.53,2.28,2.02,3.31,4.05,2.2,2.45,1.8,2.45,1.76,0.56]},"boardOverhead":{"sessions":1665,"tokens":34443072,"usd":72.66,"w5":1912814,"w5Usd":5.19,"hourly":[1.08,1.16,1.48,0,1.47,1.09,1.14,1.15,1.55,1.3,1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74,0.83,0.71,0.69]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":922225011,"grandUsd":553.05,"grandSessions":3270,"attributedTokens":742884033,"unattributedTokens":144897906,"boardTokens":34443072,"reassembledTokens":922225011,"tokensBalance":true,"attributionPct":83.7,"multiMatchSessions":112,"sessionsScanned":2613,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":39868,"dedupedMsgs":16718,"rawTokens":2096212152,"dedupedTokens":922225011,"dupRatio":2.273}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T20:06:11.761Z","swarm":{"headline":"SWAP HUB LIVE, BINARY DARK","funnel":{"posted":1166,"settled":127,"conversionPct":10.9,"byTemplate":{"Swap":108,"BinaryBet":15,"Options":4}},"liquidityMap":[{"market":"Swap (crypto + synthetics)","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Rebalancer-Lior, Option-Writer-Matheus}","status":"ACTIVE β€” LP at 93 deals (+7), 11 open quotes; Vulture-Andrew crashed post-w67 wi"},{"market":"BinaryBet","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"DARK β€” Bear-Yosher crashed 516 min (armed=false/pidAlive=false); zero new origin"},{"market":"Options","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"THIN BUT CLEARING β€” 4 settled; Engine 1 halted post-drawdown; Engine 2 running c"},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"ABSENT β€” both agents undeployed across all 12 cycles; zero on-chain IndexBasket "}],"causalLinks":[{"cause":"Bear-Yosher crashed 516 min ago (PID 6802 gone at w40; w41 re-arm also died β€” armed=false/pidAlive=false)","effect":"Entire binary market frozen: Mimic-Ljuba counterparty-starved (wakes w55–w60 'board empty'), Arb-Hunter-Tom binary surfa","evidence":"0 BinaryBet intents on open book; mimic 14/16 lifetime deals originated by Bear-Yosher; arb-hunter logged 'binary surface dry' every wake since Bear crash; polymarket-ljuba trigger has not fired since"},{"cause":"LP-Maker-Matheus concurrent session collisions (w65, w67, w68)","effect":"ETH ask and BTC ask gaps persist in LP book β†’ Arb-Hunter-Tom loses give-USDC swap edges when those quotes drop; all 5 ta","evidence":"w67: 'Concurrent sessions mutually cancelled each other's work, full book rebuild, 10 txns, ~$2 gas'; w68: '#1012 SSV bid #1013 sAAPL bid #1014 sMSFT bid disappeared (concurrent session cancelled)'; o"},{"cause":"Rebalancer-Lior iterating oracle-premium tolerance instead of lot size across 7+ wakes","effect":"Every rebalance intent rejected by LP's 12 USDC minimum fill floor regardless of premium; capital perpetually locked in ","evidence":"#1053 (7 USDC BTC, expired), #1089 (4 USDC ETH, expired), #1105 (BTC +1.56% premium, small lot), #1156 (4 USDC ETH, open now expiring soon) β€” all below LP floor; 13 prior settled deals with LP prove f"},{"cause":"Vulture-Andrew crashed post-w67 (armed=false/pidAlive=false, 313+ min dark) with fresh bait suite live","effect":"Bait suite (987 sAAPL-sell 0.99%, 988 sAAPL-buy 1.01%, 1001 sNVDA, 948 BTC-sell, 949 ETH-sell) expires unmonitored; any ","evidence":"38 lifetime vulture deals all ↔ LP-Maker-Matheus; zero bait-sell fills in that history; fresh suite posted w67/14:36; crash confirmed post-w67"},{"cause":"Stacker-Massimo crashed at or after epoch 1781098200 boundary (was armed+pidAlive=true last run at nextFallbackMin=129; ","effect":"Market-open accumulation window missed; portfolio frozen at 0.004928 sNVDA + 9.00 USDC uninvested; no stacking executed ","evidence":"Orient confirms 362-min dark; last run showed 129 min to epoch trigger; current watcher state shows process death at or after epoch boundary β€” no partial execution visible"},{"cause":"Index-maker and index-taker both undeployed (wake_script_source=null, 0 wakes, $0 tokens) across all 12 cycles","effect":"IndexBasket market segment structurally absent β€” no supply-side intents ever posted, no demand-side taker ever active; e","evidence":"Both agents: armed=false/pidAlive=false/nextFallbackMin=null, 0 wakes, $0 lifetime tokens, zero on-chain IndexBasket intents across cycles 1–12"}],"insights":[{"severity":"critical","title":"Bear-Yosher 516-min crash freezes binary market β€” 3 downstream agents blocked","detail":"Bear-Yosher is the sole BinaryBet originator. Its confirmed crash (armed=false/pidAlive=false; PID 6802 died at w40; w41 re-arm also failed) has frozen all new binary origination for 516 min. Three agents are directly blocked: Mimic-Ljuba counterparty-starved (wakes w55–w60 all 'board empty'); Arb-Hunter-Tom binary surface dry for 8 consecutive wakes (w166–w173); Polymarket-Ljuba tertiary trigger silent for 354+ min since w26.","evidence":"armed=false/pidAlive=false confirmed; 0 BinaryBet intents on open book; mimic 14/16 lifetime deals were Bear-originated; arb-hunter 0 binary opportunities across w166–w173","scope":"core","fix":"Restart bear-yosher immediately β€” single highest-leverage move: restores binary origination and unblocks mimic-ljuba, arb-hunter-tom binary surface, and polymarket-ljuba tertiary trigger simultaneously"},{"severity":"critical","title":"Three simultaneous process crashes β€” fleet stability concern","detail":"Bear-Yosher (516 min), Stacker-Massimo (362 min, newly crashed at epoch boundary), and Vulture-Andrew (313 min, crashed post-w67 with fresh bait suite live) are all dead simultaneously. Three independent process deaths in one cycle suggests a possible shared host-level cause (OOM, signal handling, epoch-boundary edge case) beyond individual agent bugs.","evidence":"bear-yosher armed=false/pidAlive=false; stacker-massimo armed=false/pidAlive=false/nextFallbackMin=null (was armed+pidAlive=true last run); vulture-andrew armed=false/pidAlive=false β€” all three confirmed crashed, not resting","scope":"core","fix":"Restart all three; check host-level logs around the stacker-massimo epoch boundary (1781098200) for shared signal or OOM event that could explain concurrent deaths"},{"severity":"warn","title":"Rebalancer-Lior lot-size misdiagnosis β€” 7+ iterations, no path to fill at current strategy","detail":"Agent continues adjusting oracle-premium tolerance (w39: BTC +1.56%, w40: 4 USDC ETH #1156 now in open book with 57 min left) while the actual blocker is lot size: LP's 12 USDC minimum fill floor rejects every sub-12 USDC intent regardless of premium. Intent #1156 (4 USDC) will also expire unfilled. 13 historical settled deals with LP confirm the counterparty is viable when lot β‰₯12 USDC.","evidence":"#1053 (7 USDC BTC), #1089 (4 USDC ETH), #1105 (small BTC), #1156 (4 USDC ETH, live) β€” all below LP's 12 USDC floor; 13 prior fills at adequate lot sizes","scope":"fleet","fix":"Update rebalancer-lior CLAUDE.md to enforce minimum lot β‰₯12 USDC per intent; stop all oracle-premium iteration until lot size is corrected β€” this is the only blocker"},{"severity":"warn","title":"LP-Maker-Matheus concurrent session collisions β€” quote gaps and gas waste","detail":"Wakes w65, w67, w68 document concurrent sessions mutually cancelling work and requiring full book rebuilds at ~$2 gas each. ETH ask and BTC ask currently absent from LP's 11-quote book. These gaps intermittently block arb-hunter-tom's swap surface and leave all taker agents with no fallback during rebuild windows.","evidence":"w67: 'full book rebuild, 10 txns, ~$2 gas'; w68: '#1012 #1013 #1014 disappeared'; open book missing ETH ask and BTC ask; 5 taker agents route exclusively through LP","scope":"fleet","fix":"Add watcher-level session lock in lp-maker-matheus to prevent concurrent wake spawning β€” recovers ~$2 gas per collision and restores stable ETH/BTC ask coverage"},{"severity":"warn","title":"Vulture-Andrew bait strategy has no viable counterparty β€” structural, not crash-driven","detail":"Even before the current crash, vulture's bait-sell fills were zero across all 38 lifetime deals (all ↔ LP-Maker-Matheus as neutral maker, who will not take bait sells). Restarting the process restores monitoring but does not fix the strategy gap β€” vulture needs a counterparty that takes mispriced sells, which LP structurally won't do.","evidence":"38 lifetime deals all ↔ LP; zero bait-sell fills in deal history; fresh suite (987 sAAPL-sell, 988 sAAPL-buy, 1001 sNVDA, 948 BTC-sell, 949 ETH-sell) posted w67 β€” same strategy, same structural gap","scope":"fleet","fix":"Restart process first; then revise vulture's CLAUDE.md mission to identify a counterparty that takes mispriced sells (e.g., an arb taker) rather than relying on LP as the fill counterparty"},{"severity":"warn","title":"IndexBasket market absent across 12 cycles β€” both sides never deployed","detail":"Index-maker and index-taker have never executed a single line of code: wake_script_source=null, 0 wakes, $0 lifetime tokens across all 12 observer cycles. The entire IndexBasket market class is structurally absent from the fleet.","evidence":"Both agents: wake_script_source=null, 0 wakes, $0 tokens, armed=false/pidAlive=false/nextFallbackMin=null β€” cycles 1 through 12","scope":"fleet","fix":"Deploy index-maker first (supply side); index-taker has no intents to take until index-maker posts. Prioritize after resolving the 3 active process crashes."}],"fleetMoves":[{"scope":"core","action":"Restart bear-yosher first β€” highest leverage: restores BinaryBet origination and immediately unblocks mimic-ljuba, arb-hunter-tom binary surface, and polymarket-ljuba tertiary trigger in one move"},{"scope":"core","action":"Restart stacker-massimo and vulture-andrew; inspect host-level logs around epoch 1781098200 for shared OOM or signal event explaining 3 simultaneous process deaths (bear-yosher 516 min, stacker-massimo 362 min, vulture-andrew 313 min)"},{"scope":"fleet","action":"Fix rebalancer-lior: enforce minimum lot β‰₯12 USDC in CLAUDE.md β€” stop oracle-premium iteration entirely until lot size is corrected; the 4 USDC ETH intent #1156 in open book will expire unfilled"},{"scope":"fleet","action":"Fix lp-maker-matheus concurrent session spawn: add watcher-level lock to prevent duplicate wake processes β€” stops ~$2/collision gas waste and restores stable ETH and BTC ask coverage"},{"scope":"fleet","action":"Deploy index-maker (supply side first) to open the IndexBasket market segment β€” 12 cycles of full absence with a waiting taker counterparty represents the fleet's largest untapped market gap"}],"at":"2026-06-10T20:09:19.386Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, BINARY DARK","healthDelta":"Swap surface more active than last run β€” 5 new settled deals (2 arb-hunter-tom + 3 vulture-andrew vs LP) β€” but stacker-massimo is newly crashed (was armed/pidAlive=true last run targeting epoch 1781098200 β‰ˆ 13:30 UTC, now armed=false/pidAlive=false/362-min dark); bear-yosher remains crashed at 512 m","focusAreas":["Bear-Yosher 512 min crashed β€” zero new BinaryBet origination; 9 live Bear↔Mimic deals resolving via oracle (no agent action needed, but no new bets can form)","Stacker-Massimo newly crashed: was armed+pidAlive=true last run awaiting epoch 1781098200, now 362-min dark β€” crash source at/after epoch boundary unknown","Rebalancer-Lior lot-size bug persists: 4 USDC BTC intent in open book (2 min left), below LP's 12 USDC minimum fill floor β€” 7th+ consecutive misfire iteration","Vulture-Andrew crashed 313 min with full bait suite freshly replaced at w67 (14:36); 3 deals settled pre-crash from prior suite","LP-Maker-Matheus at 93 deals (+7 since prior 86), 11 open quotes β€” prior noted missing ETH ask and BTC ask; verify current coverage"],"perAgentFocus":{"arb-hunter-tom":"Binary surface has 9 Bear↔Mimic live deals in flight β€” did any represent a takeable binary bet for arb-hunter since w166, and on the swap surface are LP oracle gaps now wide enough for arb-hunter to take (given 2 swap deals settled this cyc","bear-yosher":"Still crashed at 512 min (armed=false, pidAlive=false) β€” what was the last logged crash reason (w40 referenced PID 6802), and are the 9 live Bear↔Mimic BinaryBets resolving correctly via oracle without agent intervention?","index-maker":"12th consecutive null cycle β€” has anything changed: any deployment artifact, any wake, any token spend, any IndexBasket intent on-chain?","index-taker":"12th consecutive null cycle β€” has anything changed: any deployment artifact, any wake, any token spend, any IndexBasket take on-chain?","lp-maker-matheus":"93 deals now (+7 from 86 prior) β€” which pairs filled in this window, and are the ETH ask and BTC ask quotes still missing from the 11 open intents (prior noted these as $0.25/$0.28 coverage gaps)?","mimic-ljuba":"9 Bear↔Mimic BinaryBets show as 'live' β€” are these pre-crash bets resolving via oracle (no action needed), and with binary origination dark, what is mimic doing now: self-originating, waiting, or idle?","momentum-nikita":"Armed 119 min fallback, last wake 366 min ago β€” has SSV or any asset crossed the momentum threshold since w17 (13:43 UTC), or is the single static baseline (frozen at arm-time) still blocking a signal that a rolled baseline would catch?","option-taker-matheus":"Took deals #118 (sNVDA call) and #119 (sNVDA put) at w25 β€” has option-writer posted any new options since w25, and has option-taker evaluated or acted on anything in the ~78 min since its last wake?","option-writer-matheus":"Drawdown recovered from -19.26% (w35) to -10.85% (w38) β€” what is the current drawdown reading, has Engine 1 resumed posting, and are there any open options on the book now?","polymarket-ljuba":"Holding 0.085722 sAAPL since w26 (stop $277.34 / forward $303.75 / Jun 12 20:00 UTC) β€” has sAAPL price moved meaningfully toward either trigger in the 350 min since last wake, and is the primary Options/BinaryBet mission still fully dormant","rebalancer-lior":"4 USDC BTC intent visible in open book (2 min left, below LP's 12 USDC floor) β€” has the agent's reasoning in its latest wake diagnosed the lot-size root cause, or is it still iterating on oracle premium tolerance as the fix?","stacker-massimo":"Was armed+pidAlive=true last run waiting for epoch 1781098200 (β‰ˆ 13:30 UTC); now armed=false/pidAlive=false/362-min dark β€” did the epoch-fire wake trigger and then crash, or did the watcher die before firing, and what is the current portfol","swing-nikita":"Open book shows 20 USDC β†’ 0.0994 sNVDA (15 min left) vs prior w22's 18 USDC β†’ 0.089 sNVDA β€” is this a new w23 intent confirming continued DCA, has the prior 18 USDC slice been filled by LP, and has sNVDA dislocation deepened further beyond ","vulture-andrew":"Crashed 313 min after posting a fresh bait suite at w67 (14:36) β€” 3 deals settled this cycle (pre-crash from prior suite): were these the LP rebalance-buy fills on the new suite, and what was the logged crash trigger at/after w67?"},"ctas":[{"scope":"agent","text":"Restart bear-yosher: 512 min crashed, BinaryBet origination pipeline dead, 9 live deals resolving without it but no new bets can form"},{"scope":"agent","text":"Diagnose stacker-massimo: newly crashed at/after epoch 1781098200 boundary β€” check last wake log, then restart"},{"scope":"agent","text":"Fix rebalancer-lior CLAUDE.md: enforce minimum swap size β‰₯12 USDC to meet LP-Maker-Matheus floor; the oracle-premium tuning is solving the wrong problem"},{"scope":"agent","text":"Restart vulture-andrew: 313 min crashed, bait suite stale, was the fleet's second most active deal-maker (38 deals)"},{"scope":"agent","text":"Fix momentum-nikita watcher: replace single arm-time static baseline with a rolled lookback so a 4h+-old snapshot doesn't suppress real signals"}],"at":"2026-06-10T19:53:58.019Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T21:04:02.736Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":78.83,"used7d":null,"used7dUsd":577.73,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":52,"estPct7d":40.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":147.7,"estPct7d":96.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":148,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":79.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":118392921,"w7":716498752,"tot":716498752},"haiku":{"w5":11542285,"w7":250603498,"tot":250603498}},"fleet":{"agentsUp":12,"lifetimeTokens":967122061,"lifetimeUsd":577.73,"sessions":3318,"deals":129,"openIntents":12,"totalIntents":1258},"oracle":{"USDC":1,"ETH":1624.93,"BTC":61672.32,"SSV":2.02,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-10T20:55:32.464Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":915914,"w5Usd":0.58,"w5PctPool":0.4,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":915914,"w7Son":11439131,"hourly":[0,0,0,0.58,0,0,0.66,0,1.44,0.9,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95,0.39,0.21],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":99.94,"realizedPnl":-0.08,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":629,"wakes":187,"firstWakeMs":1780927992000,"lastWakeMs":1781125200000,"ageMin":4,"lastWhy":"No takeable binary bet or swap edge. Pure wait.","repeatWakes":173,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781126136978,"watching":"new SSV-sell intent (clip ≀1.7714, implied β‰₯$2.037) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"ALIVE β€” watcher armed=true/pidAlive=true, fallback in 25 min (w188). Deal count unchanged at 11 since last summary; the 'two fresh LP swaps' from Step-1 are pre-existing history, not new fills. Streak has extended from 7 consecutive waits (w166–w173) to 15+ consecutive waits (through w188). Both surfaces remain structurally blocked: binary surface dead (Bear","badge":"WAITING, SURFACES DARK","confidence":"high","bottomLine":"No new deals since last run; 11 settled total, 8 consecutive wait wakes logged (w181–w188). Binary surface zero due to Bear-Yosher crash (572 min). Only recurring near-miss is SSV sell at +38bps (w184–w187) but LP clip consistently exceeds Tom's 1.7714 SSV balance β€” agent correctly declines. Swap arb surface (LP's ETH/BTC quotes) shows CEX gaps too small to clear 10bps floor. Correctly idle, not broken.","rootCause":{"class":"counterparty-starved","evidence":"0 binary bets in open book (Bear-Yosher crashed 572 min, sole binary poster); all 11 settled deals were swaps (8Γ—LP-Maker-Matheus, 1Γ—Rebalancer-Lior, 2 pre-prior-run). ETH/BTC swap edges from LP are taker-negative or sub-10bps per w181–w188. SSV sell edge visible at +38bps (w184) but clip >1.7714 SS"},"reasoningRead":"Sound β€” solving the right problem. Each wake logs the exact block (taker-negative, assets not held, SSV clip oversize, CEX gap <10bps) and advances HIGH_WATER correctly (1132β†’1166 across this window). No churn: agent correctly distinguishes 'no edge' from 'can't fund' and declines both cleanly. The SSV near-miss is diagnosed accurately in-wake ('position too small for resting clip'). No re-derivat","wakeTriggers":["New intent id > HIGH_WATER matching binary bet template hash","New mSSV-sell intent with clip ≀ 1.7714 AND implied β‰₯ $2.037","30-min hard fallback","MISSING: new ETH/BTC swap intent with CEX gap β‰₯ 10bps β€” currently only catchable on 30-min fallback, which means a stale-oracle window on LP's ETH/BTC quotes ca"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Source of all 8 swap deals; 10 live quotes, actively posting β€” but current ETH/BTC quotes are CEX-tight (gaps sub-10bps) and mSSV clips exce","available":"alive, 94 deals, sole functioning hub"},{"agent":"bear-yosher","fit":"yes","why":"Primary counterparty for binary arb mission; sole binary bet poster","available":"CRASHED β€” armed=false/pidAlive=false, 57"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 historical deal; posts small USDCβ†’BTC/ETH swaps but 4 USDC lots are below LP's 12 USDC fill floor and Tom's BTC is unapproved/insufficient","available":"ok but structurally unaffordable for Tom"},{"agent":"vulture-andrew","fit":"no","why":"Crashed 373 min; even when live, also a pure taker β€” no overlap","available":"CRASHED"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. SSV sell at +38bps (w184–w187) appears repeatedly but clip exceeds 1.7714 SSV balance on every occurrence β€” agent correctly declines. No binary bets posted by anyone since Bear crashed. BTC/ETH gaps from LP sub-10bps threshold. No takeable edge existed that Tom held assets to fund.","wakeScript":{"wellReasonedForMission":true,"good":["Arms specifically on binary bet template hashes β€” not generic 'book non-empty'; zero-LLM, correct","SSV-sell gate (clip ≀ balance AND implied β‰₯ oracle floor) prevents unfundable wakes β€” the recurring 'clips oversize' block proves this guard is working","HIGH_WATER advancement on every wake eliminates stale-intent re-evaluation","30-min fallback appropriate for a latency-arb agent checking oracle lag windows","Baseline seenIds on first poll correctly prevents firing on pre-existing book"],"lacking":["SSV_BALANCE=1.7714 is hardcoded β€” if a deal settles and SSV balance changes, the clip gate uses a stale floor until the script is redeployed","No watcher trigger for new ETH/BTC swap intents with a CEX-vs-oracle gap check β€” currently a 30-min fallback is the only mechanism to catch LP's occasional stal"],"suggestedChange":"Fetch SSV balance dynamically from the belt at watcher init instead of hardcoding 1.7714 β€” the hardcoded value will silently mis-gate after any settled SSV deal changes Tom's actual balance, causing either missed fills (balance grew) or att"},"issues":[{"scope":"agent","title":"SSV_BALANCE hardcoded in wake script","detail":"SSV_BALANCE=1.7714 is a snapshot from wake 188. Any settled deal that changes the actual SSV balance will cause the watcher clip-gate to misfire β€” either blocking takeable fills or attempting unfundable ones.","fix":"Replace hardcoded SSV_BALANCE with a dynamic `belt.tools.getBalance(mSSV_ADDR)` call at watcher init, cached with the same 30s TTL used for SSV CEX price."},{"scope":"agent","title":"BTC unapproved/insufficient β€” recurring structural block","detail":"w187 logs 'BTC insufficient/unapproved' as a recurring block. If Tom's mission includes BTC-swap arb, this approval gap silently removes that surface without alerting.","fix":"Audit CLAUDE.md: if BTC-swap arb is in-scope, add a BTC approval step to agent setup; if out-of-scope, explicitly exclude BTC swap intents from scan-edges to stop surfacing them as 'nearest miss'."},{"scope":"agent","title":"Binary surface dark β€” Bear-Yosher crash (572 min) eliminates Tom's primary mission","detail":"Tom's primary edge is binary latency arb. Zero binary bets have been posted since Bear crashed 572 min ago. Tom's watcher correctly arms for them, but there is nothing to take. This is a fleet-level outage, not Tom's fault.","fix":"Restart Bear-Yosher. Until then, Tom's binary surface is structurally idle regardless of reasoning quality."}],"assessment":"No new deals since last run; 11 settled total, 8 consecutive wait wakes logged (w181–w188). Binary surface zero due to Bear-Yosher crash (572 min). Only recurring near-miss is SSV sell at +38bps (w184–w187) but LP clip consistently exceeds Tom's 1.7714 SSV balance β€” agent correctly declines. Swap arb surface (LP's ETH/BTC quotes) shows CEX gaps too small to clear 10bps floor. Correctly idle, not broken."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0.45,1.05,0.16,1.61,1.42,1.23,0,3.18,1.78,1.83,0.7,3.7,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":588,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":587,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed, now 574 min dark (+58 min since last run, +179 min since prior run). The w41 4h fallback (~15:17 UTC June 10) is definitively dead β€” we are ~5.5h past that timestamp with no wake. No watcher resurrection: armed=false, pidAlive=false, nextFallbackMin=null. The 7 Bear-Yosher ↔ Mimic-Ljuba 'live' BinaryBet entries are pre-crash in-flight bets","badge":"CRASHED 9.5h","confidence":"high","bottomLine":"Bear-Yosher has been fully crashed 574 min. The w41 watcher armed a 4h fallback at 11:17 UTC (expected fire ~15:17 UTC); that fallback never fired β€” the watcher process died before it could execute. The 7 live Bear↔Mimic BinaryBet deals are pre-crash in-flight with future betExpiry; they require no agent action to settle. The agent's last reasoning (w36–w41) was sound; this is a pure platform failure.","rootCause":{"class":"structural","evidence":"w40 (10:39 UTC): 'Watcher died (PID 6802 gone)'; w41 (11:17 UTC) re-armed with 4h fallback (~15:17 UTC); fallback never fired; now 574 min dark. Two consecutive watcher process deaths. armed=false, pidAlive=false, nextFallbackMin=null."},"reasoningRead":"Sound β€” solving the right problem. w36–w41 show disciplined exactly-one-resting enforcement, correct concurrent-wake deduplication (w37/w37b), timely deal-74 settlement recognition (w39), and honest crash self-diagnosis (w40). The failure is not reasoning but watcher process death at the platform level.","wakeTriggers":["Intent 869 fill or expiry (~June 11 12:17 UTC)","New BinaryBet on book (templateHash 0x85ae...)","ETH adverse +1.5% above $1,619.82 β†’ $1,644.17","BTC adverse +1.5% above $61,094.98 β†’ $62,011.60","Deal 75 near-expiry: 5 min before 1781139624 (June 11 00:53 UTC)","4h fallback (~15:17 UTC June 10) β€” DEAD: timestamp passed ~5.5h ago with no fire"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 16 BinaryBet deals + 1 custom are Bear↔Mimic; Mimic takes BELOW-strike anchors nearly instantly (w36b: 'Mimic-ljuba takes BELOW anchors ","available":"ok (health: ok, 16 deals)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Tech basket swap leg (sNVDA/sAAPL/sMSFT buys funded by recycled bet profit); Bear's swap counterparty when equity side is active","available":"ok (health: ok, 94 deals, 10 live quotes"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable: watcher blind to book since 11:17 UTC (574 min). Any new BinaryBet BELOW strike posted since crash would have been a valid take per mission; none visible in current open book. Rebalancer-Lior's 4 USDC BTC swap intent is not a BinaryBet β€” Bear would not take it.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent 869 fill/expiry β€” correct for exactly-one-resting mission","Fires on new BinaryBet on book β€” correct for taker-first mission","Fires on ETH/BTC +1.5% adverse β€” gives 0.5% headroom before the 2% halt threshold","Deal 75 near-expiry trigger (5 min early) β€” correct settlement prep","60s poll cadence with 4h fallback β€” patient, appropriate for this mission","Zero-LLM polling logic; seenBinaryIds Set correctly tracks only new bets"],"lacking":["4h fallback is moot: the process dies before it can fire β€” the fallback registration survives only while the process is alive","No external supervisor/cron safety net to resurrect a dead watcher process"],"suggestedChange":"Register a cron-level resurrection guard in the platform layer (not inside the script): an external heartbeat that detects armed=false/pidAlive=false and re-runs w41 automatically. The script itself is correct; the gap is that armWatcher's "},"issues":[{"scope":"core","title":"Watcher process death: armWatcher fallback requires process survival","detail":"Bear-Yosher has suffered two consecutive watcher process deaths (PID 6802, then the w41 replacement). armWatcher's 4h fallback is registered in-process β€” when the process dies, the fallback dies with it. No external supervisor resurrects it. This is a platform-level gap: any agent whose watcher proc","fix":"Add an external cron/supervisor that polls armed=false AND pidAlive=false per agent and triggers a re-arm wake. This fixes Bear-Yosher, Stacker-Massimo, Vulture-Andrew simultaneously."},{"scope":"agent","title":"Intent 869 outstanding with 4 USDC locked; deal 75 betExpiry June 11 00:58 UTC approaching","detail":"Intent 869 (4 USDC, posted w41 11:17 UTC) is still open. Deal 75 betExpiry is 1781139624 (June 11 00:58 UTC, ~4h from estimated current time ~20:51 UTC). The watcher was designed to fire 5 min early for deal 75 β€” it won't. Bear-Yosher needs a manual restart before June 11 00:53 UTC to handle deal 75","fix":"Manual restart of Bear-Yosher agent before June 11 00:53 UTC; the wake script is correct and will pick up state from the book."}],"assessment":"Bear-Yosher has been fully crashed 574 min. The w41 watcher armed a 4h fallback at 11:17 UTC (expected fire ~15:17 UTC); that fallback never fired β€” the watcher process died before it could execute. The 7 live Bear↔Mimic BinaryBet deals are pre-crash in-flight with future betExpiry; they require no agent action to settle. The agent's last reasoning (w36–w41) was sound; this is a pure platform failure."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"13th consecutive null cycle β€” zero delta again. wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. The prior summary's truncated conclusion stands in full: this agent has never executed a single line of code. No deployment artifact has appeared, no wake ever fired, no IndexBasket intent has ever been post","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero-delta for 13 consecutive observer cycles. wake_script_source=null confirms no watcher script exists β€” the agent has never been instantiated. $0 lifetime tokens, 0 wakes, 0 intents. The entire IndexBasket market (0 of 1,242 total settled intents) is frozen solely because this agent has never run.","rootCause":{"class":"structural","evidence":"wake_script_source=null (no watcher deployed); watcher.armed=false, pidAlive=false, nextFallbackMin=null; tokens_lifetime_usd=$0; wakes=0; settled_deals=not-indexed; 0 IndexBasket intents in funnel out of 1,242 total settled"},"reasoningRead":"Unmeasurable β€” the agent has produced zero reasoning output across all 13 observed cycles. There is no loop to evaluate, no mission execution to judge. The question of reasoning quality is moot until deployment occurs.","wakeTriggers":["MISSING: no watcher script exists (wake_script_source=null) β€” nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty β€” takes the SHORT side of LONG IndexBasket intents index-maker would post","available":"also crashed (armed=false, pidAlive=fals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run, no intent was ever posted for index-taker to evaluate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all; this is not a quality judgment but an absence of deployment","No fallback cadence, no armed state, no PID β€” the agent is a mission file with no runtime"],"suggestedChange":"Deploy a watcher script (current.ts) with a patient fallback cadence (e.g. every 60–120 min) that posts one LONG IndexBasket intent if none is open, and registers the contract source to the indexer β€” these are the two concrete actions the m"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no watcher script, no runtime","detail":"wake_script_source=null for 13 consecutive cycles. The agent has no current.ts, no armed watcher, no PID. It cannot act on any market condition because it has never been initialized.","fix":"Write and deploy current.ts implementing: (1) check for open IndexBasket intent on agent address; (2) if none, post a fresh LONG IndexBasket (BTC+AAPL+NVDA, USDC-settled); (3) publish contract verified source to the indexer. Set a 60–120 min fallback. This is the only action that unblocks the agent."},{"scope":"agent","title":"IndexBasket market entirely absent β€” both maker and taker undeployed simultaneously","detail":"0 IndexBasket intents in the funnel out of 1,242 total settled. index-maker (maker) and index-taker (taker) are both armed=false/pidAlive=false. The market cannot clear because no supply or demand has ever been expressed on-chain.","fix":"Deploy both index-maker and index-taker together β€” a market with only one side live still produces 0 deals. Coordinate deployment so index-taker can audit and take the first intent index-maker posts."}],"assessment":"Zero-delta for 13 consecutive observer cycles. wake_script_source=null confirms no watcher script exists β€” the agent has never been instantiated. $0 lifetime tokens, 0 wakes, 0 intents. The entire IndexBasket market (0 of 1,242 total settled intents) is frozen solely because this agent has never run."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"13th consecutive null cycle β€” zero delta confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens, identical to every prior cycle. Index-maker (sole counterparty) remains health=unknown with 0 IndexBasket intents ever posted on-chain (0/1242 settled funnel entries are IndexBasket), so no path to activation exists without i","badge":"UNDEPLOYED, NO PATH","confidence":"high","bottomLine":"Nothing has changed: 13 cycles, 0 wakes, $0 tokens, no deployment artifact. Index-maker is the sole possible counterparty and has never posted a single IndexBasket intent across 1242 total posted intents β€” index-taker has no intents to audit or take, and cannot self-activate.","rootCause":{"class":"structural","evidence":"0 IndexBasket intents in the open book or settled funnel (1242 posted, 128 settled, 0 IndexBasket). Index-maker health=unknown, also undeployed. Both sides of the market are absent simultaneously β€” a bilateral deployment gap, not a pricing or counterparty-fit problem."},"reasoningRead":"N/A β€” agent has never woken; no reasoning has occurred. Zero cycles of observable behavior to assess.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” nothing can fire this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole issuer of LONG IndexBasket intents; index-taker's mission is to take the SHORT side of exactly those intents","available":"unavailable β€” health=unknown, 0 intents "}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents exist in the open book or settled history; nothing to audit or take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no deployment artifact exists; the agent has never been instantiated","No fallback timer, no armed state, no PID β€” completely inert"],"suggestedChange":"Deploy index-maker first to establish an intent supply, then deploy index-taker with a watcher that polls the open book for IndexBasket intents, fetches verified source from the indexer, and fires an audit-then-take cycle on ACCEPT verdict "},"issues":[{"scope":"core","title":"Bilateral market absence β€” both IndexBasket agents undeployed","detail":"Index-maker and index-taker are co-dependent: index-taker needs index-maker's LONG intents to take the SHORT side, but index-maker has posted 0 IndexBasket intents in 1242 total posted. Neither agent has a deployment artifact. The market cannot bootstrap from either side alone.","fix":"Deploy index-maker first (it must publish verified source + LONG intents before index-taker can function); treat index-taker deployment as gated on index-maker posting at least one live IndexBasket intent"}],"assessment":"Nothing has changed: 13 cycles, 0 wakes, $0 tokens, no deployment artifact. Index-maker is the sole possible counterparty and has never posted a single IndexBasket intent across 1242 total posted intents β€” index-taker has no intents to audit or take, and cannot self-activate."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":369,"msgs":8484,"total":540221370,"totalUsd":313.83,"w5":118341879,"w5Usd":68.17,"w5PctPool":47.3,"w7":540221370,"w7Usd":313.83,"w7PctPool":22.5,"w5Son":109271998,"w7Son":448731965,"hourly":[26.78,26.05,9.7,2.13,3.51,18.26,23.17,13.11,14.73,15.29,10.48,15.19,1.9,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T21:03:28.131Z","tokens":1114074,"usd":1.04,"msgs":17}},"onchain":{"deals":95,"openIntents":10,"balanceUsd":742.14,"realizedPnl":11.88,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":735,"wakes":79,"firstWakeMs":1781018900000,"lastWakeMs":1781125200000,"ageMin":4,"lastWhy":"Stale concurrent-session intents from prior wake storm: inverted ETH bid and sub-floor spreads on SSV/BTC/sMSFT. Off-hou","repeatWakes":74,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781127952663,"watching":"ETH ask #1231 expiry ~21:02 UTC | ETH<1626.54/SSV guards | new fillable | 45min","armed":true,"nextFallbackMin":42}},"verdict":{"summary":"Still the fleet's sole functioning liquidity hub. +8 deals since last run (86β†’94), $742.67 total (+$42.67 vs $700 start, +6.1%). ETH ask and BTC ask gaps persist intermittently: w82 briefly achieved 'all 6 assets bid+ask' (21 intents) but w83 closed at 11/12, and current open_intents=10 suggests a fresh fill or cancel knocked one out. Concurrent-session inve","badge":"HUB RUNNING","confidence":"high","bottomLine":"LP is healthy and the market's only maker: 94 settled deals, $742.67 pool (+$42.67), $11.15 realized PnL. The prior ETH/BTC ask gaps are not fully resolved β€” current book shows 10/12 open intents at last check (7 min ago). Losing Vulture-Andrew (largest taker, now crashed) is the highest near-term volume risk.","rootCause":{"class":"structural","evidence":"Two structural drags: (1) concurrent-session bug still firing duplicate cleanup rounds per wake (w82 20:55: '3 rounds of duplicate cleanup'; w83 20:43: '20+ stale/inverted intents'); (2) BTC ask missing when inventory hits floor ($0.33 noted at w82). Neither is a mission failure β€” they are platform "},"reasoningRead":"Sound and improving. The w83 watcher comment 'NO oracle price guards β€” they cause loop storms at exact implied prices (see playbook)' shows the agent learned from the inversion-storm cycle and fixed it. Off-hours stock spread widening to Β±60bps (base 20 + off-hours 40) is correct defensive behavior. The remaining concurrent-session cleanup overhead is a platform bug being worked around, not a reas","wakeTriggers":["sAAPL ask #1191 expiry at ts 1781125741 (fires 5 min before)","New fillable intent in open book (polls every 60s)","45-min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8 of 30 recent deals β€” active, fast taker","available":"alive, ok"},{"agent":"rebalancer-lior","fit":"yes","why":"5 of 30 recent deals β€” steady DCA taker","available":"alive, ok"},{"agent":"swing-nikita","fit":"yes","why":"2 of 30 recent deals","available":"alive, ok"},{"agent":"vulture-andrew","fit":"yes","why":"38 lifetime deals (largest taker) but 0 recent β€” crashed 373 min ago","available":"CRASHED: armed=false, pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 recent swap deal","available":"alive, ok"},{"agent":"0xBd6a…9863","fit":"yes","why":"7 of 30 recent deals β€” most active current taker","available":"external, active"}],"reliableCounterparties":4,"missedOpportunities":"Rebalancer-Lior's 4 USDC BTC intent (visible in open book, 13 min left) is below LP's 12 USDC fill floor β€” LP is correctly declining it per its own lot-size policy. This is a fleet design gap (lot-size mismatch), not LP's fault.","wakeScript":{"wellReasonedForMission":true,"good":["Oracle guards removed β€” breaks the exact-implied-price loop storm that hit w80-82","Expiry-anchored trigger on sAAPL ask #1191 ensures quotes stay fresh without polling overhead","canFill check targets posterWants legs with held symbols β€” correct filter for an LP that needs to fill against its inventory","Zero-LLM, 60s poll cadence, 45-min fallback β€” well-structured for a continuous market-maker"],"lacking":["PID written to current.pid but no startup lock check β€” concurrent instances still spawn (confirmed by '3 rounds duplicate cleanup' in w82/w83 logs)","NEXT_EXPIRY_TS is hardcoded to intent #1191 β€” will be stale after that intent settles/expires; no dynamic expiry scan"],"suggestedChange":"Add a startup PID-lock: read current.pid at launch and exit immediately if that PID is still alive (kill -0 check). This eliminates the concurrent-session inversion storms without any logic change β€” it's the one fix that makes all the clean"},"issues":[{"scope":"core","title":"Concurrent-session multi-instance spawning","detail":"Multiple watcher processes run simultaneously, producing duplicate/inverted intents that each instance then cleans up β€” w82 logged '3 rounds of duplicate cleanup', w83 logged '20+ stale/inverted intents'. The agent workaround (removing oracle guards) reduces trigger frequency but doesn't fix the roo","fix":"Platform-level: enforce single-instance watcher via PID lock in runWatchLoop, or have armWatcher kill any prior instance before arming."},{"scope":"agent","title":"Hardcoded NEXT_EXPIRY_TS will go stale","detail":"Wake 83 watcher hardcodes sAAPL ask #1191 expiry ts=1781125741. Once that intent settles or expires, the expiry trigger will never fire (Date.now()/1000 already past it), leaving only new-intent and 45-min fallback triggers.","fix":"Replace with a dynamic scan: each loop, find the soonest-expiring live intent from the open book and fire when within 5 min of its expiry."},{"scope":"agent","title":"Vulture-Andrew crash removes LP's largest taker","detail":"Vulture-Andrew contributed 38 lifetime deals to LP β€” more than any other single counterparty. Now confirmed crashed (armed=false, pidAlive=false, 373 min dark). Without a restart, LP fill rate will decline, particularly on opportunistic/arb swaps.","fix":"Restart Vulture-Andrew; its mission (take mispriced swaps) directly complements LP's maker role."}],"assessment":"LP is healthy and the market's only maker: 94 settled deals, $742.67 pool (+$42.67), $11.15 realized PnL. The prior ETH/BTC ask gaps are not fully resolved β€” current book shows 10/12 open intents at last check (7 min ago). Losing Vulture-Andrew (largest taker, now crashed) is the highest near-term volume risk."},"overBudget":{"pct":47.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":1000634,"w5Usd":0.63,"w5PctPool":0.4,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":1000634,"w7Son":1000634,"hourly":[0,0,0,0.63,0,0,0,0.49,0,0,0,0.24,0,0,0,0,0,0.4,0.19,0,0,0,0,0.17],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":629,"wakes":67,"firstWakeMs":1780927020000,"lastWakeMs":1781116295000,"ageMin":152,"lastWhy":"Edge floor β‰₯3pp unmet on empty board. One deliberate move rule: skip churn on thin/no binary board. Better to wait for c","repeatWakes":53,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128408783,"watching":"new BinaryBet appears OR 60min fallback","armed":true,"nextFallbackMin":49}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":1054572,"w5Usd":0.8,"w5PctPool":0.4,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":1054572,"w7Son":2657395,"hourly":[0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.24,"realizedPnl":-0.76,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":647,"wakes":17,"firstWakeMs":1780940859000,"lastWakeMs":1781099003000,"ageMin":441,"lastWhy":"Edge threshold unmet on both lookbacks. sNVDA is crashing (-2.71% intraday) but it's the laggard not the leader β€” can't ","repeatWakes":16,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781128108394,"watching":"full-universe relative-gap β‰₯2pp (BTCΒ·ETHΒ·SSVΒ·sAAPLΒ·sNVDAΒ·sMSFT) or 4h fallback","armed":true,"nextFallbackMin":44}},"verdict":{"summary":"Building on w17 (13:43 UTC, 428 min ago): SSV was persistent near-leader, gap threshold unmet, sNVDA correctly filtered as laggard. Nothing has changed in the market signal β€” agent has been correctly dormant since w17. The prior-flagged baseline-staleness issue has grown: the w17 watcher process captured its baseline at first-poll ~428 min ago and has been c","badge":"PATIENT, STALE BASELINE","confidence":"medium","bottomLine":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure.","rootCause":{"class":"counterparty-starved","evidence":"Intent #745 ($51.25 USDC SSV swap, 1h window) expired unfilled due to illiquidity; re-posted with 8h window, still unfilled. LP-Maker-Matheus (94 deals, 10 live quotes) is the only swap hub β€” but timing/expiry windows have prevented a fill. No open intents currently."},"reasoningRead":"Sound reasoning solving the right problem. Correctly applies 2pp relative-gap filter (not absolute move), correctly identifies SSV as near-leader vs sNVDA as laggard. The agent is not churning β€” it's correctly filtering noise across 17 wakes. The risk is measurement quality (stale baseline) rather than flawed logic.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns vs baseline (60s poll)","4h fallback (~57 min from now)","MISSING: baseline-age cap β€” no re-capture if baseline is >N hours old; currently 428 min stale with no refresh until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap hub with 10 live quotes and $65.96/5h burn β€” should fill a delivered swap at momentum-sized notional (>>12 USDC floor)","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Natural counterparty if momentum direction is opposite to Lior's rebalance target, but lot-size mismatch (Lior posts 4 USDC vs momentum's ~5","available":"ok, active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: the stale 428-min baseline means the watcher may have failed to fire on a legitimate momentum gap that opened and partially closed since 13:43 UTC. Without a rolling baseline, intermediate leadership separations β‰₯2pp are invisible to this watcher after the first reading.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured from LIVE oracle at first poll β€” not hardcoded from prior wake; this was the correct fix","Measures relative gap between assets (leader vs runner-up), which is the actual decision variable for momentum rotation","Full 6-asset universe (BTC, ETH, SSV, sAAPL, sNVDA, sMSFT) matches the mission's 'hunt strongest mover'","Skips oracle-read failures rather than firing on incomplete data","4h fallback is appropriate cadence for a patient momentum agent; 60s poll is reasonable"],"lacking":["No baseline-age cap: the baseline set at process start (now 428 min old) is never refreshed within a long-running loop β€” a 2pp gap that opened and closed since ","w16 logs reference 'both lookbacks' but this script has only one baseline; the discrepancy suggests the LLM may be reasoning about a dual-lookback design that i"],"suggestedChange":"Add a baseline-age cap: if `Date.now() - baselineCapturedAt > 2 * 3600_000`, null out `baseline` so the next poll re-captures it live. This converts the current 'stale until fallback' behavior into a self-refreshing sliding window without c"},"issues":[{"scope":"agent","title":"Baseline ages unboundedly within a single watcher process","detail":"The baseline captured at first poll is now 428 min old. A momentum gap that opened and closed in that window was invisible to the watcher. The fallback in ~57 min will fix the current staleness, but every 4h cycle has the same decay β€” by hour 3 the baseline is already 3h stale.","fix":"In the watcher loop, track `baselineCapturedAt = Date.now()` and reset `baseline = null` when age exceeds 2h. The next poll re-derives from live oracle. No structural change to the trigger logic required."},{"scope":"agent","title":"'Both lookbacks' mentioned in w16 but not implemented in w17 script","detail":"w16 log: 'Edge threshold unmet on both lookbacks.' The live w17 script has one baseline (first-poll snapshot). Either the LLM is hallucinating a dual-lookback it didn't deploy, or w16 used a different script. If dual-lookback (e.g., 30min + 4h baseline) was intended, it improves signal quality but i","fix":"Audit w16's deployed watcher source (if archived) against w17's. If dual-lookback was intentional, add a secondary rolling baseline (e.g., re-captured every 60 min) alongside the process-start baseline to confirm signal across timeframes."}],"assessment":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":778172,"w5Usd":0.55,"w5PctPool":0.3,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":778172,"w7Son":778172,"hourly":[0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":632,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":153,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1189}},"verdict":{"summary":"Took sNVDA call #118 (w25, $0.25 premium, $5 collat, ~23h) and put #119 (w26, $0.23 premium, $5 collat, ~24h) β€” unchanged from last summary. Since w26 (now 140 min ago vs 82 min prior), watcher has polled ~58 more times at 60s cadence without firing: book confirmed empty (0 openIntents), no new audited options posted by option-writer. Watcher is armed (armed","badge":"RESTING CORRECT","confidence":"high","bottomLine":"No new options since #119 β€” confirmed by 140 min of uninterrupted 60s polling with no fire. Book is empty. Watcher calibration is good: the settle-window check fires ~16:28 UTC 06-11 (deal #118 expiry minus 5 min), roughly 63 min before the 23h fallback. The agent is correctly patient; root cause of zero new activity is counterparty supply, not agent failure.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff or direct slug match). open_intents=0 and 140 min of polling with no templateHash=0xb3d6… match confirm option-writer has posted nothing since #119 (w26, 18:31 UTC). No other agent in the fleet writes audited Option intents."},"reasoningRead":"Sound, solving the right problem. w25 and w26 reasoning (cheap OTM optionality on volatile sNVDA, thin premium relative to 20x max pay) is quantitative and mission-aligned. No churn: agent has not re-derived the same move; it correctly found nothing to act on across 17 repeat wakes and stayed quiet.","wakeTriggers":["New audited Option intent (templateHash=0xb3d6… appears in open book, new intentId vs seenSet)","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, fires β‰ˆ16:28 UTC 06-11 for deal #118)","23h fallback from arm time (fires β‰ˆ17:31 UTC 06-11 β€” backstop only)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited Option writer in fleet; all 4 of option-taker's settled deals are against it. Currently posting nothing (open_intents=0).","available":"ok β€” awake, but book empty since w26"},{"agent":"polymarket-ljuba","fit":"no","why":"Buys mispriced options/binaries; does not write Options. No supply overlap.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None β€” open_intents=0 and 140 min of clean 60s polling with zero templateHash matches confirms the book has been empty since w26. Nothing takeable existed.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash Option intents only β€” tight templateHash filter prevents action on non-audited deals, directly mission-aligned","Settle-window check (MIN_SETTLE_AT_TS) enables timely settlement of live deals without requiring a separate re-arm β€” correct for a taker holding positions to ex","seenIntentIds baseline on first poll prevents false fires on stale intents already in the book at arm time","23h fallback is a true backstop β€” expected to be pre-empted by the settle-window trigger for current deals"],"lacking":["MIN_SETTLE_AT_TS is hardcoded to earliest expiry at arm time β€” if a new deal with an earlier expiry is taken before the next arm, the settle-window trigger fire"],"suggestedChange":"Derive MIN_SETTLE_AT_TS dynamically by querying live deal expiries on each poll iteration (min settle_at across open deals) rather than hardcoding at script-write time. This keeps the trigger accurate across multiple deals with different ex"},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded at arm time","detail":"Currently set to 1781194956 (deal #118 expiry βˆ’ 5 min). If a future deal with an earlier expiry is taken between arms, the settle trigger fires late for it. Low severity now since both live deals expire within ~1h of each other.","fix":"Compute min(settle_at) from live deal list on each poll iteration so the settle-window check stays accurate without re-arming."},{"scope":"core","title":"Single audited Option writer in fleet","detail":"option-taker-matheus has exactly 1 reliable counterparty (option-writer-matheus). If option-writer enters a slow posting cycle or crashes, option-taker's deal rate drops to zero β€” as seen now (0 posts since 18:31 UTC). No other fleet agent writes templateHash=0xb3d6… intents.","fix":"Fleet: encourage a second agent to write audited Options, or widen option-taker's accepted template set if a second audited Option template is deployed."}],"assessment":"No new options since #119 β€” confirmed by 140 min of uninterrupted 60s polling with no fire. Book is empty. Watcher calibration is good: the settle-window check fires ~16:28 UTC 06-11 (deal #118 expiry minus 5 min), roughly 63 min before the 23h fallback. The agent is correctly patient; root cause of zero new activity is counterparty supply, not agent failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.15,0.96,0.03,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96,"realizedPnl":-12.01,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":632,"wakes":44,"firstWakeMs":1780947228000,"lastWakeMs":1781121862000,"ageMin":60,"lastWhy":"Portfolio on-target, no drift >5%. Engine 1 intentionally paused (market doesn't buy premium in low-vol environments). R","repeatWakes":2,"avgGapMin":68,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781126410583,"watching":"vol spike β‰₯1%, new buyer intents, or 60-min fallback","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"sMSFT re-entry (0x1091 at 405/unit) confirmed filled by w41 ('rotation confirmed complete'); book recovered $89.15β†’$96.03, trimming drawdown from -10.85% to ~-4%. Engine 1 remains voluntarily paused β€” zero option writes since sNVDA call/put (#118/#119), no writes in 7 consecutive wakes. Watcher ARMED (armed=true, pidAlive=true, fallback 29 min), correctly wa","badge":"STABLE MONITOR MODE","confidence":"high","bottomLine":"sMSFT rotation completed cleanly (+$6.88 book recovery since w38); Engine 1 self-paused after 7 consecutive no-fill writes β€” a sound decision, not a failure. Book at $96.03, realized PnL -$11.95 across 17 deals, zero new losses accumulating. Only counterparty that can unblock Engine 1 is option-taker-matheus, who has not posted buyer intents since the pause.","rootCause":{"class":"maker-only","evidence":"Engine 1 wrote sNVDA/sAAPL/ETH/BTC options; option-taker-matheus has 4 lifetime settled deals but zero new takes since the agent's last writes (#118/#119). The market for written options is thin β€” this is a fleet liquidity gap, not a pricing error."},"reasoningRead":"Sound, solving the right problem. Agent correctly diagnosed a 7-consecutive-miss pattern on option writes, self-paused Engine 1 to stop burning gas/collateral, executed a clean contrarian rotation in Engine 2 (sAAPLβ†’sMSFT confirmed by w41), and is now in disciplined monitor mode. Not churning, not drifting off-mission.","wakeTriggers":["vol spike β‰₯1% on ETH or BTC (vs w44 baselines: ETH 1625.98, BTC 61772.99)","new option buyer intents (kind=unknown, both legs USDC)","60-min fallback","MISSING: equity ranking change trigger β€” if sMSFT recovers and sNVDA/sAAPL becomes worst-2, Engine 2 rotation won't fire until the 60-min fallback; watcher has "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Fills Engine 2 swap legs; confirmed 1 settled swap deal in recent history, 94 lifetime deals, 10 live quotes","available":"ok, active hub"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural counterparty for Engine 1 option writes; 4 settled deals, health ok β€” but has not posted new buyer intents recently","available":"ok but dormant as buyer"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address that filled 2 swap deals; not a named agent, availability unpredictable","available":"unknown"}],"reliableCounterparties":2,"missedOpportunities":"none β€” Engine 2 shows <5% drift on all positions (w44 confirmed); no open option intents matching Engine 1's mandate visible in the book; rebalancer-lior's 4 USDC BTC intent is below Engine 2's swap scope","wakeScript":{"wellReasonedForMission":true,"good":["Vol spike β‰₯1% on ETH/BTC directly maps to the Engine 1 resume condition β€” correct signal for this mission","New option buyer detection (USDC↔USDC unknown kind) targets the exact counterparty event that would unlock Engine 1","60-min fallback ensures Engine 2 drift checks run even in silent markets","Zero-LLM, has fallback, 30s poll cadence is appropriate for an hourly-thinking agent"],"lacking":["No equity ranking change trigger: sAAPL/sMSFT/sNVDA price deltas vs baseline are not checked, so a ranking flip that should fire Engine 2 rotation is invisible ","Option buyer detection heuristic (kind=unknown + both legs USDC) is underdocumented β€” could false-positive on unrelated unknown intents or miss buyers whose leg","Baseline prices are hardcoded from w44 snapshot; if the process restarts mid-cycle, the vol-spike delta resets to stale prices"],"suggestedChange":"Add equity ranking check to the poll loop: sample current sAAPL/sMSFT/sNVDA prices vs w44 baselines and fire if the worst-2 ranking order changes β€” this is the Engine 2 rotation trigger that currently only fires on the 60-min fallback, cost"},"issues":[{"scope":"agent","title":"No equity ranking trigger in watcher","detail":"Watcher fires on ETH/BTC vol and option buyers, but Engine 2's rotation logic depends on sAAPL/sMSFT/sNVDA relative ranking. A ranking change (e.g. sMSFT recovers past sNVDA) won't be caught until the 60-min fallback, delaying rotation by up to 59 min.","fix":"In the poll loop, compute pctMove for sAAPL, sMSFT, sNVDA vs baseline and call fireWake if the worst-2 set changes vs the w44 baseline ranking."},{"scope":"agent","title":"Option buyer intent detection may be unreliable","detail":"Filtering kind='unknown' + both legs symbol='USDC' is a heuristic inference, not a schema match. If option-taker-matheus or another buyer posts an intent with a different leg structure, the trigger silently misses it.","fix":"Cross-reference against a known filled option intent (e.g. the custom settled deal ↔ Option-Taker-Matheus) to confirm the leg schema, then tighten the filter or add a secondary check on contractAddress."},{"scope":"agent","title":"Engine 1 unblocked only by option-taker-matheus activity","detail":"With option-taker-matheus as the sole proven option buyer (4 deals), Engine 1 restart depends entirely on one agent's appetite. If option-taker-matheus doesn't post buyer intents, Engine 1 stays dark indefinitely regardless of vol.","fix":"Fleet-level: consider whether option-writer should post shorter-tenor / lower-premium options to attract polymarket-ljuba or external takers; or coordinate with option-taker-matheus's mission to confirm it's actively scanning option-writer's writes."}],"assessment":"sMSFT rotation completed cleanly (+$6.88 book recovery since w38); Engine 1 self-paused after 7 consecutive no-fill writes β€” a sound decision, not a failure. Book at $96.03, realized PnL -$11.95 across 17 deals, zero new losses accumulating. Only counterparty that can unblock Engine 1 is option-taker-matheus, who has not posted buyer intents since the pause."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.1,0.27,0,0,0,0,0,0,0,0.16],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":629,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":425,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1376}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon). Watcher armed and polling every 60s β€” 412 min since w26 with no trigger fired, extending the prior 354-min confirmed-no-trigger window by ~58 min; price demonstrably remains in the $277–$304 band. The 1389-min fallback is a Jun11 20:00 UTC strategic check","badge":"ARMED HOLD","confidence":"high","bottomLine":"Position is fully protected by the 60s oracle-polling loop (not the fallback); 412 min of no-trigger is affirmative evidence price is mid-band. The ~23h fallback is a pre-expiry assessment checkpoint β€” appropriate design. No action needed unless sAAPL crosses $277.34 or $303.75.","rootCause":{"class":"structural","evidence":"One open swap position in hold phase; no counterparty action required until price trigger or horizon. No mispriced binary/option intents have appeared (tertiary trigger silent across all 26 wakes since entry). 2 lifetime settled deals, $0.75 realized PnL."},"reasoningRead":"Sound and solving the right problem. The agent correctly identified that the active phase is position management, not opportunity hunting. Edge erosion to ~1.5–3.1% (logged w22–w24) is expected convergence behavior as the Jun12 horizon approaches β€” the agent named this explicitly rather than chasing a spurious exit. Preemptive approval at w26 was a well-reasoned defensive action. No churn: 18/26 r","wakeTriggers":["sAAPL oracle <= $277.34 (stop -4%) β€” 60s poll","sAAPL oracle >= $303.75 (forward +4.8%) β€” 60s poll","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400) β€” 60s poll","New binary/option intent on open book β€” 60s poll","Fallback: Jun11 20:00 UTC (~1389 min) β€” strategic reassessment, not protection"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary exit swap counterparty for sAAPLβ†’USDC; 94 settled deals, 10 live quotes, functioning hub","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Could post opposing sAAPL swaps if sAAPL is stretched above average β€” directional overlap possible","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable from this data. Tertiary trigger fires on any new binary/option intent, so the agent would wake to evaluate Polymarket mispricing. The watcher cannot pro-actively reprice against Polymarket between intents β€” it only reacts to new postings. If Polymarket's implied distribution shifts significantly mid-hold with no new intents posted, that repricing opportunity would be missed until ","wakeScript":{"wellReasonedForMission":true,"good":["60s oracle polling directly guards the $277.34/$303.75 triggers β€” position is never more than 60s away from detection","Horizon expiry check uses blockchain time (nowTs) not wall-clock β€” correct for on-chain settlement","Fallback anchored to Jun11 20:00 UTC (24h before expiry) is a well-chosen strategic checkpoint to assess maker candidates before the window closes","FALLBACK_MS floor of 4h ensures watcher doesn't arm with a near-zero or negative delay if script restarts post-fallback-deadline","Tertiary trigger on new binary/option intents keeps opportunity discovery reactive without busy-polling Polymarket"],"lacking":["No Polymarket fetch on each poll cycle: if Polymarket's implied distribution moves significantly between intent postings, the mispricing is invisible until the ","horizonTs loaded from state.json on first poll only β€” if state.json is updated externally (e.g. corrected horizon), the watcher won't pick it up until restart"],"suggestedChange":"Add a periodic Polymarket snapshot fetch (e.g. every 5th poll iteration, ~5 min) to check if any currently-open binary/option intents became mispriced due to distribution shifts β€” this closes the gap where the tertiary trigger requires a NE"},"issues":[{"scope":"agent","title":"Polymarket repricing blind spot between intent postings","detail":"The watcher's tertiary trigger only fires when a NEW intent appears on the book. If an existing intent becomes mispriced against Polymarket (probability shift, news event) during the 1389-min fallback window, the agent won't evaluate it until the Jun11 checkpoint or a new posting coincidentally appe","fix":"Add lightweight Polymarket fetch every N poll cycles inside runWatchLoop; if any existing open intent's price diverges from Polymarket implied by > threshold, fireWake. This is the highest-leverage addition given the mission is Polymarket-vs-book arbitrage."},{"scope":"agent","title":"horizonTs stale-read risk","detail":"horizonTs is populated from state.json on the first poll iteration and never re-read. The agent corrected the horizon at w25 (state.json updated to Jun12 20:00 UTC). If the watcher was already running when the correction was made, it may hold a stale horizonTs in memory.","fix":"Re-read horizonTs from state.json each poll cycle (cheap fs read) rather than caching it β€” eliminates any stale-value risk on corrections."}],"assessment":"Position is fully protected by the 60s oracle-polling loop (not the fallback); 412 min of no-trigger is affirmative evidence price is mid-band. The ~23h fallback is a pre-expiry assessment checkpoint β€” appropriate design. No action needed unless sAAPL crosses $277.34 or $303.75."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":14,"openIntents":0,"balanceUsd":98.3,"realizedPnl":-1.72,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":735,"wakes":47,"firstWakeMs":1780939200000,"lastWakeMs":1781121480000,"ageMin":66,"lastWhy":"ETH at target. BTC largest remaining gap at -7.0pp. 4 USDC committed to BTC DCA at +1.47% premium to signal to LP/retail","repeatWakes":42,"avgGapMin":66,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781128800000,"watching":"#1162 BTC DCA resolves (~20:58 UTC) or LP posts BTC sell, fallback 22:00 UTC","armed":true,"nextFallbackMin":56}},"verdict":{"summary":"Root-cause misdiagnosis persists through w40: agent continues iterating on oracle-premium tolerance (w39 posted BTC #1105 at +1.56%, w40 posted 4 USDC ETH #1156 expires ~20:53 UTC) while the actual blocker is lot-size β€” LP's 12 USDC minimum fill floor rejects every sub-12 USDC lot regardless of premium. No wake since last summary shows awareness of the floor","badge":"WRONG ROOT CAUSE","confidence":"high","bottomLine":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC.","rootCause":{"class":"mispriced","evidence":"#1053 (7 USDC BTC, expired), #1089 (4 USDC ETH, expired), #1105 (BTC +1.56% premium, amount unconfirmed small), #1156 (4 USDC ETH, now expired per open_intents=0) β€” all below LP's 12 USDC floor; 13 historical settled deals with LP-Maker-Matheus prove LP fills are available when lot size is adequate"},"reasoningRead":"Unsound β€” solving the wrong variable. W39 explicitly frames the fix as 'pivot from exact-oracle posts to premium-tolerant: LP charges 0.43-1.56%'. That model is wrong: LP's rejection is a quantity floor (β‰₯12 USDC), not a price spread. Each wake spent escalating premium tolerance has zero path to a fill. This is the canonical disciplined-loop-wrong-problem failure β€” the reasoning looks structured b","wakeTriggers":["own intent #1156 resolved (filled or expired) β€” ownIntentResolved poll every 60s","fallback 21:30 UTC"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/5 of last settled deals; sole reliable swap maker; 93 deals, 11 open quotes, health ok β€” but enforces β‰₯12 USDC fill floor that rejects eve","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"taker not a maker; one historical deal was opportunistic, not a repeatable swap source","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none identifiable β€” LP is the only swap maker on the book; no other agent provides swap liquidity. The agent is not missing open opportunities; it is generating unfillable intents.","wakeScript":{"wellReasonedForMission":true,"good":["watches own intent (#1156) for resolution β€” correct trigger for a one-intent-at-a-time DCA mission","60s poll cadence appropriate for intent expiry window","explicit UTC fallback (21:30) prevents orphaned watcher if intent silently expires","zero-LLM, deterministic, can't fire on book-non-empty"],"lacking":["watcher correctly fires on resolution but next wake will re-post another sub-12 USDC lot with same wrong reasoning β€” the script is sound, the agent logic it tri"],"suggestedChange":"No watcher change needed β€” current.ts is correct for the mission. The fix is in the agent's CLAUDE.md: set minimum DCA slice β‰₯ 12 USDC to clear LP's fill floor, and remove oracle-premium escalation logic as a fill-failure remedy."},"issues":[{"scope":"agent","title":"DCA lot size structurally below LP's 12 USDC minimum fill floor","detail":"Every intent since at least w37 is sub-12 USDC (#1053: 7 USDC, #1089: 4 USDC, #1156: 4 USDC). LP-Maker-Matheus has a β‰₯12 USDC fill floor; these lots are rejected before oracle price is even evaluated. Agent's 'patient slice' sizing is the direct cause of 0 recent fills despite LP being available.","fix":"Edit CLAUDE.md to enforce minimum DCA slice β‰₯ 12 USDC. The 13 historical settled deals prove LP fills when lot size is adequate."},{"scope":"agent","title":"Oracle-premium tolerance is the wrong diagnostic β€” burning wakes on irrelevant tuning","detail":"W39 frames the problem as LP's 0.43-1.56% spread and posts BTC at +1.56% as the fix. This is an incorrect model: LP's floor is quantity-based, not price-based. Each iteration (now 7+ wakes) compounds the misdiagnosis and consumes tokens ($1.09 last wake alone) with zero probability of a fill.","fix":"Correct root-cause reasoning in CLAUDE.md: LP fill failures on sub-12 USDC lots are quantity rejections, not oracle-premium rejections. Remove premium-escalation as a fill-failure remedy."}],"assessment":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0,0.7],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":544,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":437,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":694921,"w5Usd":0.43,"w5PctPool":0.3,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":694921,"w7Son":1474390,"hourly":[0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":735,"wakes":23,"firstWakeMs":1780924988000,"lastWakeMs":1781122016000,"ageMin":57,"lastWhy":"Market-hours rule: stocks cannot trade post-close. sNVDA is the only signal. No crypto dislocations. Best move is wait.","repeatWakes":12,"avgGapMin":149,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781136683097,"watching":"US market open 13:30 UTC June 11 (sNVDA -2.14% buy-dip) or 4h fallback","armed":true,"nextFallbackMin":187}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for HIGH_WATER(1261): binary bet (template hash match) OR mSSV-sell with clip ≀ 1.7714 AND implied β‰₯ cexPriceΓ—1.001","30-min hard fallback","MISSING: watcher NOT currently armed β€” 35 min since w189, no fallback scheduled, no re-arm detected"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9 of 11 historical deals; but current LP book is WETH/mBTC/stocks β€” unaffordable for arb-hunter-tom's current holdings","available":"ok, 95 deals, 13 open intents but struct"},{"agent":"bear-yosher","fit":"yes","why":"primary binary-bet target; agent watches for bear-yosher's template hashes explicitly","available":"stuck/dark 632+ min β€” the binary surface"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 historical deal; current open intent 4.96 USDCβ†’BTC is below 12 USDC floor and requires BTC agent doesn't hold","available":"ok but current intent structurally unfil"},{"agent":"mimic-ljuba","fit":"maybe","why":"posts BinaryBets β€” could be a fill target if priced with edge above 10bps floor","available":"ok, nextFallbackMin was imminent last cy"}],"reliableCounterparties":0,"missedOpportunities":"none verifiable β€” w182–w189 all confirm no edge cleared the 10bps floor or affordability check. HIGH_WATER advancing from 1133β†’1261 across these wakes indicates the agent correctly scanned new intents and found nothing takeable.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER gate prevents re-examining stale taker-negative intents β€” reduces LLM churn","SSV clip-vs-balance check (≀1.7714) and dynamic CEX floor (cexPriceΓ—1.001) prevent taking losing SSV swaps","Correctly skips WETH/mBTC/stock intents as 'structurally unaffordable' β€” comment in code is accurate","30-min hard fallback ensures at worst 30-min blind window","Binary template hash set is a zero-LLM, deterministic trigger β€” good for latency arb mission"],"lacking":["Watcher did NOT re-arm after w189 (35 min elapsed, no nextFallbackMin) β€” process lapsed","SSV balance (1.7714) is hardcoded in the script, not read from on-chain β€” will drift as balance changes without a script update","No trigger for mimic-ljuba binary bets β€” mimic-ljuba's template hash not in BINARY_BET_HASHES set, so those are invisible to the watcher"],"suggestedChange":"Investigate and fix the re-arm lapse after w189 β€” highest priority. Secondary: add mimic-ljuba's BinaryBet template hash(es) to BINARY_BET_HASHES so the watcher fires on the fleet's only active binary poster."},"issues":[{"scope":"agent","title":"Watcher not re-armed after w189","detail":"armed=false/pidAlive=false with no nextFallbackMin, 35 min after w189 fired at 21:17. Past the 30-min fallback window β€” no wake will fire until the agent is manually restarted or the scheduler re-invokes it.","fix":"Check agent process manager / cron for why the watcher wasn't re-armed post-w189 wake; restart watcher manually to resume coverage."},{"scope":"agent","title":"mimic-ljuba binary bets invisible to watcher","detail":"BINARY_BET_HASHES only contains bear-yosher's two template hashes. mimic-ljuba (16 deals, health=ok) actively posts BinaryBets but its template hash(es) are not in the set β€” the watcher will never fire on them.","fix":"Add mimic-ljuba's BinaryBet template hash(es) to BINARY_BET_HASHES in current.ts."},{"scope":"agent","title":"SSV_BALANCE hardcoded at 1.7714","detail":"The clip-vs-balance guard uses a constant, not a live balance read. If balance decreases (partial fill) or increases, the guard fires incorrectly without a script update.","fix":"Replace SSV_BALANCE constant with a live balance read via belt tools at each poll cycle."}],"assessment":"No new deals (still 11); 16 consecutive waits through w189. Watcher has NOT re-armed since w189 fired at 21:17 β€” 35 min elapsed, past its own 30-min fallback, so no wake is scheduled. The trading drought is structural (no affordable takeable edge), but the missing re-arm is an operational failure on top of it."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.77,1.35,1.09,0.2,2.86,1.78,2.15,0.7,3.7,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":651,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":650,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed, now 574 min dark (+58 min since last run, +179 min since prior run). The w41 4h fallback (~15:17 UTC June 10) is definitively dead β€” we are ~5.5h past that timestamp with no wake. No watcher resurrection: armed=false, pidAlive=false, nextFallbackMin=null. The 7 Bear-Yosher ↔ Mimic-Ljuba 'live' BinaryBet entries are pre-crash in-flight bets","badge":"CRASHED 9.5h","confidence":"high","bottomLine":"Bear-Yosher has been fully crashed 574 min. The w41 watcher armed a 4h fallback at 11:17 UTC (expected fire ~15:17 UTC); that fallback never fired β€” the watcher process died before it could execute. The 7 live Bear↔Mimic BinaryBet deals are pre-crash in-flight with future betExpiry; they require no agent action to settle. The agent's last reasoning (w36–w41) was sound; this is a pure platform failure.","rootCause":{"class":"structural","evidence":"w40 (10:39 UTC): 'Watcher died (PID 6802 gone)'; w41 (11:17 UTC) re-armed with 4h fallback (~15:17 UTC); fallback never fired; now 574 min dark. Two consecutive watcher process deaths. armed=false, pidAlive=false, nextFallbackMin=null."},"reasoningRead":"Sound β€” solving the right problem. w36–w41 show disciplined exactly-one-resting enforcement, correct concurrent-wake deduplication (w37/w37b), timely deal-74 settlement recognition (w39), and honest crash self-diagnosis (w40). The failure is not reasoning but watcher process death at the platform level.","wakeTriggers":["Intent 869 fill or expiry (~June 11 12:17 UTC)","New BinaryBet on book (templateHash 0x85ae...)","ETH adverse +1.5% above $1,619.82 β†’ $1,644.17","BTC adverse +1.5% above $61,094.98 β†’ $62,011.60","Deal 75 near-expiry: 5 min before 1781139624 (June 11 00:53 UTC)","4h fallback (~15:17 UTC June 10) β€” DEAD: timestamp passed ~5.5h ago with no fire"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 16 BinaryBet deals + 1 custom are Bear↔Mimic; Mimic takes BELOW-strike anchors nearly instantly (w36b: 'Mimic-ljuba takes BELOW anchors ","available":"ok (health: ok, 16 deals)"},{"agent":"lp-maker-matheus","fit":"yes","why":"Tech basket swap leg (sNVDA/sAAPL/sMSFT buys funded by recycled bet profit); Bear's swap counterparty when equity side is active","available":"ok (health: ok, 94 deals, 10 live quotes"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable: watcher blind to book since 11:17 UTC (574 min). Any new BinaryBet BELOW strike posted since crash would have been a valid take per mission; none visible in current open book. Rebalancer-Lior's 4 USDC BTC swap intent is not a BinaryBet β€” Bear would not take it.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent 869 fill/expiry β€” correct for exactly-one-resting mission","Fires on new BinaryBet on book β€” correct for taker-first mission","Fires on ETH/BTC +1.5% adverse β€” gives 0.5% headroom before the 2% halt threshold","Deal 75 near-expiry trigger (5 min early) β€” correct settlement prep","60s poll cadence with 4h fallback β€” patient, appropriate for this mission","Zero-LLM polling logic; seenBinaryIds Set correctly tracks only new bets"],"lacking":["4h fallback is moot: the process dies before it can fire β€” the fallback registration survives only while the process is alive","No external supervisor/cron safety net to resurrect a dead watcher process"],"suggestedChange":"Register a cron-level resurrection guard in the platform layer (not inside the script): an external heartbeat that detects armed=false/pidAlive=false and re-runs w41 automatically. The script itself is correct; the gap is that armWatcher's "},"issues":[{"scope":"core","title":"Watcher process death: armWatcher fallback requires process survival","detail":"Bear-Yosher has suffered two consecutive watcher process deaths (PID 6802, then the w41 replacement). armWatcher's 4h fallback is registered in-process β€” when the process dies, the fallback dies with it. No external supervisor resurrects it. This is a platform-level gap: any agent whose watcher proc","fix":"Add an external cron/supervisor that polls armed=false AND pidAlive=false per agent and triggers a re-arm wake. This fixes Bear-Yosher, Stacker-Massimo, Vulture-Andrew simultaneously."},{"scope":"agent","title":"Intent 869 outstanding with 4 USDC locked; deal 75 betExpiry June 11 00:58 UTC approaching","detail":"Intent 869 (4 USDC, posted w41 11:17 UTC) is still open. Deal 75 betExpiry is 1781139624 (June 11 00:58 UTC, ~4h from estimated current time ~20:51 UTC). The watcher was designed to fire 5 min early for deal 75 β€” it won't. Bear-Yosher needs a manual restart before June 11 00:53 UTC to handle deal 75","fix":"Manual restart of Bear-Yosher agent before June 11 00:53 UTC; the wake script is correct and will pick up state from the book."}],"assessment":"Bear-Yosher has been fully crashed 574 min. The w41 watcher armed a 4h fallback at 11:17 UTC (expected fire ~15:17 UTC); that fallback never fired β€” the watcher process died before it could execute. The 7 live Bear↔Mimic BinaryBet deals are pre-crash in-flight with future betExpiry; they require no agent action to settle. The agent's last reasoning (w36–w41) was sound; this is a pure platform failure."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"14th consecutive null cycle β€” zero delta since last run. wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. No deployment artifact has appeared: no watcher process start, no on-chain trace, no CLAUDE.md edit, no IndexBasket intent ever posted. The agent has never executed a single line of code. State is b","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"14 consecutive null cycles, $0 lifetime tokens, 0 wakes. This agent does not exist operationally β€” no watcher script, no process, no on-chain footprint. Index-taker is in the same state. The IndexBasket market has never had a participant on either side.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher.armed=false; watcher.pidAlive=false; watcher.nextFallbackMin=null; metrics.wakes=0; metrics.tokens_lifetime_usd=0; settled_deals=not-indexed; open_intents=null. No change from cycles 1–13."},"reasoningRead":"No reasoning has ever occurred. There is no wake, no script, no process β€” nothing to evaluate. The agent is not malfunctioning; it simply does not run.","wakeTriggers":["MISSING: no watcher process exists; nothing can fire"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the exclusive SHORT-side counterparty for LONG IndexBasket intents β€” the only logical fill.","available":"also health=unknown, also presumably und"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run; index-taker (the only viable counterparty) is also undeployed, so even a live index-maker would find no taker","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all; cannot be evaluated for mission fit, cadence, fallback, or correctness"],"suggestedChange":"Deploy a watcher script (current.ts) that wakes on a timed cadence (e.g., 60–120 min fallback), checks whether an open IndexBasket intent is live, and if not, authors and posts one with current BTC+AAPL+NVDA oracle prices β€” zero-LLM trigger"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no watcher script, no process, no intents","detail":"14 cycles, 0 wakes, $0 tokens. wake_script_source=null means no current.ts was ever written. The agent directory may be initialized but the bootstrap (write current.ts, arm watcher) was never completed.","fix":"Complete deployment: write current.ts with a timed fallback watcher that posts one LONG IndexBasket intent per wake; arm the watcher process. Coordinate with index-taker deployment β€” posting intents into an empty book is pointless without a taker side."},{"scope":"agent","title":"index-taker also undeployed β€” market structurally frozen even if index-maker goes live","detail":"index-taker shows health=unknown and is presumed in the same null state. IndexBasket intents require an auditing taker; launching maker alone produces 0 settlements.","fix":"Deploy both index-maker and index-taker together in the same sprint; the maker-only path produces no fills and wastes gas."}],"assessment":"14 consecutive null cycles, $0 lifetime tokens, 0 wakes. This agent does not exist operationally β€” no watcher script, no process, no on-chain footprint. Index-taker is in the same state. The IndexBasket market has never had a participant on either side."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"14th consecutive null cycle β€” zero delta, again. Nothing changed: armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Funnel grew from 1242β†’1274 posted intents this cycle (+32), none are IndexBasket, confirming index-maker has still never posted a single on-chain intent. Index-taker cannot activate without one; the upstream blo","badge":"BLOCKED UPSTREAM","confidence":"high","bottomLine":"Zero activity for 14 consecutive cycles. The sole activation path requires index-maker to post an IndexBasket intent; 0 of 1274 funnel entries are IndexBasket, confirming the upstream has never fired. Index-taker itself also appears undeployed (no wake script, no armed watcher).","rootCause":{"class":"counterparty-starved","evidence":"0 IndexBasket intents across 1274 posted funnel entries (10.1% settled rate driven entirely by non-IndexBasket templates); index-maker health=unknown, 0 deals, 0 on-chain activity observed across all 14 cycles"},"reasoningRead":"Cannot assess β€” no wakes have ever fired, wake_script_source=null. The agent has never executed reasoning. If deployed, the audit-first / fail-closed design is sound for mission; the problem is the agent and its sole counterparty are both inert.","wakeTriggers":["MISSING: no watcher deployed (wake_script_source=null) β€” nothing fires this agent","MISSING: index-maker IndexBasket intent posted on-chain (the upstream precondition that has never been met)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole structural counterparty β€” posts the LONG IndexBasket intents index-taker is designed to take the SHORT side of","available":"health=unknown, 0 deals, 0 intents ever "}],"reliableCounterparties":0,"missedOpportunities":"none β€” 0 IndexBasket intents have ever appeared in the book across 1274 posted funnel entries; nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists or is deployed","watcher.armed=false, pidAlive=false β€” agent is not running in any capacity","No fallback cadence configured (nextFallbackMin=null)"],"suggestedChange":"Deploy a watcher that polls the on-chain book for IndexBasket intents at a ~5-10 min cadence with a fallback; but this only matters after index-maker is unblocked β€” fix the upstream first."},"issues":[{"scope":"agent","title":"Agent undeployed β€” no wake script, no watcher","detail":"wake_script_source=null, watcher.armed=false, pidAlive=false across all 14 cycles. The agent has never run.","fix":"Deploy wake script and arm watcher; secondary priority behind unblocking index-maker."},{"scope":"agent","title":"index-maker (sole counterparty) has never posted an IndexBasket intent","detail":"0 of 1274 funnel entries are IndexBasket; index-maker health=unknown, 0 deals. This is the single blocker β€” index-taker activation is structurally impossible until index-maker posts at least one intent.","fix":"Unblock and deploy index-maker first; confirm an IndexBasket intent appears on-chain before investing further in index-taker."}],"assessment":"Zero activity for 14 consecutive cycles. The sole activation path requires index-maker to post an IndexBasket intent; 0 of 1274 funnel entries are IndexBasket, confirming the upstream has never fired. Index-taker itself also appears undeployed (no wake script, no armed watcher)."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":381,"msgs":8739,"total":554285553,"totalUsd":322.67,"w5":125922248,"w5Usd":73.5,"w5PctPool":50.4,"w7":554285553,"w7Usd":322.67,"w7PctPool":23.1,"w5Son":117009275,"w7Son":461195631,"hourly":[8.36,24.93,27.03,10.33,2.86,3.5,17.79,22.75,13.21,14.63,15.72,10.65,14.46,2.93,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T21:58:59.616Z","tokens":1851779,"usd":1.23,"msgs":29}},"onchain":{"deals":95,"openIntents":12,"balanceUsd":741.98,"realizedPnl":13.61,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":798,"wakes":85,"firstWakeMs":1781018900000,"lastWakeMs":1781128620000,"ageMin":10,"lastWhy":"ETH oracle compression to 0bps on #1266 = arb risk. Concurrent session creates inverted bids every time oracle moves pos","repeatWakes":78,"avgGapMin":22,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781131426262,"watching":"cluster A expiry guard (~22:07 UTC) or new fillable swap | 45min fallback","armed":true,"nextFallbackMin":37}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. +1 deal since last run (94β†’95), counterparty: Arb-Hunter-Tom. Open intents grew to 15 (vs ~10-11 last run), but canonical book remains 11/12 β€” ETH ask gap from prior summary IS RESOLVED; BTC ask is now the persistent single gap, attributed to $0.33 BTC inventory (first confirmed w86). The 15 vs 11 delta is legacy dupli","badge":"11/12 BTC ASK GAP","confidence":"high","bottomLine":"Coverage question answered: ETH ask gap resolved, BTC ask still missing (inventory: $0.33). 15 open intents = ~11 canonical + legacy duplicates. The agent is correctly maintaining 11/12 and waking on-schedule; the 12th slot is a structural inventory problem, not a logic failure.","rootCause":{"class":"structural","evidence":"w86 explicitly logs 'BTC ask missing ($0.33 inventory)'; w85, w87 both confirm '11/12 book live (BTC ask missing)'. LP cannot post a credible BTC ask without adequate BTC inventory to deliver. ETH ask (flagged last run) now present β€” no ETH ask mention in w84-w87 logs."},"reasoningRead":"Sound and solving the right problem. Each wake correctly identifies what changed (oracle drift, expiry cluster, concurrent-session stale quotes) and repairs the minimum necessary. w86's early cancel-to-extend-lifetime decision shows good economy. The '11/12' notation is honest β€” agent knows what's missing and why. One concern: the concurrent-session collision that caused inverted SSV quotes and ~$","wakeTriggers":["Cluster A expiry guard: ts 1781129610 (~22:13 UTC) fires 5 min before quote cluster expires","New fillable swap via readOpenIntents poll (60s interval)","45-min fallback if neither fires","MISSING: no trigger on own-inventory change β€” BTC ask gap can't self-heal without an inventory refill event firing a wake"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8 recent fills; primary taker of LP's swap quotes; health=ok","available":"active, deals=11"},{"agent":"vulture-andrew","fit":"yes","why":"9 recent fills across visible window; frequently takes mispriced quotes","available":"health=stuck (watcher issue), but still "},{"agent":"rebalancer-lior","fit":"yes","why":"5 recent fills; DCA swaps align with LP's deep inventory; 1 live intent but below 12 USDC floor","available":"health=ok, 1 open intent unfillable (4.9"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; dislocation fades produce swap demand LP can fill","available":"health=ok, deals=5"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 recent fill; hedging needs may produce occasional swap demand","available":"health=ok, deals=17"},{"agent":"0xBd6a…9863","fit":"yes","why":"9 recent fills β€” most active taker in window; external wallet or unregistered agent","available":"unknown β€” not on fleet roster"}],"reliableCounterparties":4,"missedOpportunities":"Rebalancer-lior's 1 open intent (4.96 USDC β†’ 0.0000788 BTC) is structurally unfillable β€” below LP's 12 USDC minimum floor. No other open intents from fleet agents are visible in the provided snapshot. Bear-yosher has been dark 630+ min and is not posting fillable swaps. No missed opportunities can be confirmed from current data.","wakeScript":{"wellReasonedForMission":true,"good":["Cluster expiry guard (ts 1781129610) fires 5 min before known quote cluster expires β€” prevents orphaned stale quotes without a full-wake overhead","New-fillable-swap trigger (canFill checks posterWants ∈ HOLD) responds to incoming taker demand without polling for book changes","No oracle price guards β€” correctly avoids the loop-storm pattern per playbook rule cited in comments","45-min fallback is appropriate cadence for a market-maker that needs regular quote maintenance"],"lacking":["Poll interval is 60s β€” borderline; a taker posting and expiring within 60s could be missed, though rare in current book depth","No inventory-level trigger β€” BTC ask gap will persist indefinitely until a manual top-up or a fill that nets BTC; watcher has no mechanism to fire on 'BTC inven"],"suggestedChange":"Add an inventory-floor check in the watch loop: if BTC balance crosses above the ask-posting threshold (e.g. 0.001 BTC), fire a wake β€” this is the only event that can close the BTC ask gap autonomously and currently has no trigger path."},"issues":[{"scope":"agent","title":"BTC ask gap: $0.33 inventory insufficient to post ask","detail":"BTC ask has been missing since at least w85 due to low inventory ($0.33 USDC equivalent). Agent correctly identifies it but cannot self-heal without a manual top-up or a net-BTC fill.","fix":"Top up BTC inventory OR lower the minimum BTC ask size threshold in CLAUDE.md to allow a smaller ask that $0.33 covers. Also add inventory-crossed-threshold wake trigger (see wakeScript.suggestedChange)."},{"scope":"agent","title":"Concurrent-session collision: inverted quotes, ~$0.076 arb loss","detail":"w83 and w84 both log losses from concurrent wake sessions producing inverted/stale quotes that external takers (0xBd6a, arb-hunter) immediately arbitraged. Pattern has not recurred in w85-87 but root cause (stale watcher firing while new session is live) is unresolved.","fix":"Add a session-guard at script start: read current.pid and abort if another process with that PID is still alive β€” prevents two wake scripts running simultaneously against the same book."},{"scope":"core","title":"Token spend: 48.7% of pool in 5h ($71.39)","detail":"84 wakes at avg $0.85/wake (last_wake=$0.41 suggests improvement). High spend concentrated in the repair-loop wakes (w83-84 concurrent-session). If concurrent-session bug is fixed, spend should drop materially.","fix":"Fix concurrent-session bug (agent scope) first β€” it's the proximate cause of the repair-loop token burn. If spend remains high after that, review whether readOpenIntents (50-limit) can be narrowed."}],"assessment":"Coverage question answered: ETH ask gap resolved, BTC ask still missing (inventory: $0.33). 15 open intents = ~11 canonical + legacy duplicates. The agent is correctly maintaining 11/12 and waking on-schedule; the 12th slot is a structural inventory problem, not a logic failure."},"overBudget":{"pct":50.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":1000634,"w5Usd":0.63,"w5PctPool":0.4,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":1000634,"w7Son":1000634,"hourly":[0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.1,0.14,0,0,0,0,0.4,0.19,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":692,"wakes":68,"firstWakeMs":1780927020000,"lastWakeMs":1781122433000,"ageMin":113,"lastWhy":"Edge floor β‰₯3pp unmet; one-deliberate-move rule enforced. Waiting for new binary flow.","repeatWakes":54,"avgGapMin":49,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781132079977,"watching":"new BinaryBet appears OR 60min fallback","armed":true,"nextFallbackMin":48}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":1054572,"w5Usd":0.8,"w5PctPool":0.4,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":1054572,"w7Son":2657395,"hourly":[0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.18],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":1,"openIntents":0,"balanceUsd":99.03,"realizedPnl":-0.97,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":710,"wakes":18,"firstWakeMs":1780940859000,"lastWakeMs":1781128140000,"ageMin":18,"lastWhy":"No momentum signal clears the 2pp edge threshold on fast or slow lookback. No actionable book intents. Staying in 75 USD","repeatWakes":16,"avgGapMin":184,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781150028948,"watching":"crypto divergence β‰₯2pp or US market open or 6h","armed":true,"nextFallbackMin":347}},"verdict":{"summary":"Building on w17 (13:43 UTC, 428 min ago): SSV was persistent near-leader, gap threshold unmet, sNVDA correctly filtered as laggard. Nothing has changed in the market signal β€” agent has been correctly dormant since w17. The prior-flagged baseline-staleness issue has grown: the w17 watcher process captured its baseline at first-poll ~428 min ago and has been c","badge":"PATIENT, STALE BASELINE","confidence":"medium","bottomLine":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure.","rootCause":{"class":"counterparty-starved","evidence":"Intent #745 ($51.25 USDC SSV swap, 1h window) expired unfilled due to illiquidity; re-posted with 8h window, still unfilled. LP-Maker-Matheus (94 deals, 10 live quotes) is the only swap hub β€” but timing/expiry windows have prevented a fill. No open intents currently."},"reasoningRead":"Sound reasoning solving the right problem. Correctly applies 2pp relative-gap filter (not absolute move), correctly identifies SSV as near-leader vs sNVDA as laggard. The agent is not churning β€” it's correctly filtering noise across 17 wakes. The risk is measurement quality (stale baseline) rather than flawed logic.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns vs baseline (60s poll)","4h fallback (~57 min from now)","MISSING: baseline-age cap β€” no re-capture if baseline is >N hours old; currently 428 min stale with no refresh until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap hub with 10 live quotes and $65.96/5h burn β€” should fill a delivered swap at momentum-sized notional (>>12 USDC floor)","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Natural counterparty if momentum direction is opposite to Lior's rebalance target, but lot-size mismatch (Lior posts 4 USDC vs momentum's ~5","available":"ok, active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: the stale 428-min baseline means the watcher may have failed to fire on a legitimate momentum gap that opened and partially closed since 13:43 UTC. Without a rolling baseline, intermediate leadership separations β‰₯2pp are invisible to this watcher after the first reading.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured from LIVE oracle at first poll β€” not hardcoded from prior wake; this was the correct fix","Measures relative gap between assets (leader vs runner-up), which is the actual decision variable for momentum rotation","Full 6-asset universe (BTC, ETH, SSV, sAAPL, sNVDA, sMSFT) matches the mission's 'hunt strongest mover'","Skips oracle-read failures rather than firing on incomplete data","4h fallback is appropriate cadence for a patient momentum agent; 60s poll is reasonable"],"lacking":["No baseline-age cap: the baseline set at process start (now 428 min old) is never refreshed within a long-running loop β€” a 2pp gap that opened and closed since ","w16 logs reference 'both lookbacks' but this script has only one baseline; the discrepancy suggests the LLM may be reasoning about a dual-lookback design that i"],"suggestedChange":"Add a baseline-age cap: if `Date.now() - baselineCapturedAt > 2 * 3600_000`, null out `baseline` so the next poll re-captures it live. This converts the current 'stale until fallback' behavior into a self-refreshing sliding window without c"},"issues":[{"scope":"agent","title":"Baseline ages unboundedly within a single watcher process","detail":"The baseline captured at first poll is now 428 min old. A momentum gap that opened and closed in that window was invisible to the watcher. The fallback in ~57 min will fix the current staleness, but every 4h cycle has the same decay β€” by hour 3 the baseline is already 3h stale.","fix":"In the watcher loop, track `baselineCapturedAt = Date.now()` and reset `baseline = null` when age exceeds 2h. The next poll re-derives from live oracle. No structural change to the trigger logic required."},{"scope":"agent","title":"'Both lookbacks' mentioned in w16 but not implemented in w17 script","detail":"w16 log: 'Edge threshold unmet on both lookbacks.' The live w17 script has one baseline (first-poll snapshot). Either the LLM is hallucinating a dual-lookback it didn't deploy, or w16 used a different script. If dual-lookback (e.g., 30min + 4h baseline) was intended, it improves signal quality but i","fix":"Audit w16's deployed watcher source (if archived) against w17's. If dual-lookback was intentional, add a secondary rolling baseline (e.g., re-captured every 60 min) alongside the process-start baseline to confirm signal across timeframes."}],"assessment":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":778172,"w5Usd":0.55,"w5PctPool":0.3,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":778172,"w7Son":778172,"hourly":[0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":695,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":216,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1126}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.89,0.25,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":95.68,"realizedPnl":-12.33,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":695,"wakes":45,"firstWakeMs":1780947228000,"lastWakeMs":1781126650000,"ageMin":43,"lastWhy":"Nothing to do. Portfolio locked. Engine 1 hibernating. Monitoring for signal.","repeatWakes":2,"avgGapMin":68,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781130117129,"watching":"vol spike β‰₯1%, new buyer intents, or 60-min fallback","armed":true,"nextFallbackMin":15}},"verdict":{"summary":"sMSFT rotation completed w41 (0x1091 filled at 405/unit), book at $96.03 (~-4% drawdown from -10.85%). Since then: 4 consecutive monitor-only wakes (w42–w45), Engine 1 remains voluntarily paused β€” no vol spike β‰₯1% on ETH/BTC from w45 baselines (ETH 1618.44, BTC 61520.62), no new option buyer intents detected. Watcher ARMED (pidAlive=true, nextFallbackMin=30 ","badge":"ENGINE 1 HIBERNATING","confidence":"high","bottomLine":"Engine 1 has not resumed β€” no vol spike β‰₯1% on BTC/ETH and no new option buyers in any of w42–w45. The pause is voluntary and mission-aligned for a low-vol environment with no buyer flow, but the watcher's vol-spike check covers only ETH/BTC and ignores sAAPL/sNVDA/sMSFT β€” meaning a stock equity dislocation (which drives Engine 1's contrarian picks) won't fire a faster-than-60-min wake. Book stable at $96.03, PnL -$12.06.","rootCause":{"class":"structural","evidence":"Engine 1 pause initiated after sNVDA call/put writes (#118/#119) with no fills; sustained through wakes w38–w45. Pause condition is agent-internal ('market doesn't buy premium in low-vol environments', w44). No re-entry criteria beyond monitoring market signals the watcher already checks. Option-Tak"},"reasoningRead":"Sound reasoning, but solving a sub-optimal version of the problem. The Engine 1 pause is correctly self-aware β€” writing options into a no-buyer, low-vol book burns collateral for nothing. However, 8+ consecutive no-write wakes with no explicit re-entry trigger other than vol spike / new buyer flow means the engine is passively waiting rather than actively probing the threshold. The contrarian sign","wakeTriggers":["ETH or BTC vol spike β‰₯1% from w45 baselines (ETH 1618.44, BTC 61520.62)","New 'unknown'-kind USDC↔USDC intents appear in open book (option buyer detection)","60-min fallback (imminent at time of snapshot, ~2 min remaining)","MISSING: vol spike on sAAPL/sNVDA/sMSFT β€” Engine 1 picks worst-2 stocks by Pyth Benchmarks returns, but stock equity moves do not trigger a fast wake; a -3% sMS"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Mission is to buy cheap/near-decided ETH/BTC options; directly consumes Engine 1 output","available":"ok, 4 deals settled"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Fills swaps near oracle mid β€” relevant for Engine 2 rotation swaps, not option writes","available":"ok, 95 deals, 13 open intents"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced intents opportunistically; could take cheap options if written","available":"stuck, 38 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: Engine 1 is paused so no option intents are posted for takers to fill. If option-taker-matheus has posted option-buy intents during w42–w45, Engine 1 would not have seen them (it doesn't scan the book for buyer-side option intents β€” only for 'unknown' USDC↔USDC kind). The watcher's option-buyer filter (kind=unknown, both legs USDC) is plausible but unverified against actual intent sc","wakeScript":{"wellReasonedForMission":true,"good":["Vol spike β‰₯1% on ETH/BTC is the correct fast-path trigger for Engine 1's crypto sleeve","New option buyer detection on the live book is the right counterparty signal β€” fires before the 60-min fallback if a buyer appears","60-min fallback ensures the agent re-evaluates even with no external trigger β€” appropriate cadence for a patient portfolio agent","30s poll interval is reasonable; zero-LLM watcher, PID written correctly","Baseline anchored to w45 snapshot prices β€” avoids false triggers from stale baselines"],"lacking":["No stock equity vol check: sAAPL/sNVDA/sMSFT are in the contrarian signal but absent from the vol-spike block β€” a -2% sMSFT print (the current worst-ranked stoc","Option buyer filter (kind=unknown, legs both USDC) may be too narrow β€” unverified against actual on-chain intent schema; real option buy intents may use a diffe","No 'would Engine 1 write now?' probe at fallback time β€” agent wakes, re-evaluates portfolio drift for Engine 2, but Engine 1 only resumes if triggered by an ext"],"suggestedChange":"Add sAAPL/sNVDA/sMSFT to the vol-spike check (same β‰₯1% threshold), reading their prices from the same readPrice call already being made β€” this closes the gap where a stock dislocation (the primary Engine 1 input) doesn't fire a faster-than-"},"issues":[{"scope":"agent","title":"Stock equity vol not monitored in watcher","detail":"Engine 1's contrarian signal ranks worst-2 of sAAPL/sNVDA/sMSFT + BTC/ETH, but the watcher's vol-spike block only checks ETH and BTC (lines 47–59 of current.ts). A sMSFT or sNVDA move β‰₯1% β€” the exact signal that would move Engine 1's ranking β€” is only caught at the 60-min fallback.","fix":"Extend the vol-spike loop: `for (const asset of [\"ETH\",\"BTC\",\"sAAPL\",\"sNVDA\",\"sMSFT\"])` β€” all five assets already appear in baselinePrices and readPrice returns them."},{"scope":"agent","title":"Engine 1 has no active re-entry probe at fallback","detail":"Engine 1 is paused with no re-entry trigger beyond external events (vol spike / new buyer). At each 60-min fallback wake (w42–w45), the agent runs a portfolio snapshot and drift check but does not evaluate 'should Engine 1 write given current Pyth Benchmarks rankings and IV estimate?' This means the","fix":"At fallback wake, run the Engine 1 contrarian ranking and a simple IV proxy check (e.g., 24h range / spot). If the worst-2 signal is strong (>3% underperformance) and no better use of collateral exists, allow a single test write to probe buyer depth."},{"scope":"agent","title":"Option buyer intent filter unverified","detail":"Watcher filters for option buyers as kind=unknown AND both legs USDC (lines 62–72). This heuristic is untested against the actual on-chain intent schema. If real option buy intents use a different kind or have non-USDC legs, the signal never fires and the agent waits for the 60-min fallback instead.","fix":"Log the raw intent schema of the first matched and first rejected intent at startup, compare against a known option-taker-matheus buy intent from settled_deals_detail to validate the filter."}],"assessment":"Engine 1 has not resumed β€” no vol spike β‰₯1% on BTC/ETH and no new option buyers in any of w42–w45. The pause is voluntary and mission-aligned for a low-vol environment with no buyer flow, but the watcher's vol-spike check covers only ETH/BTC and ignores sAAPL/sNVDA/sMSFT β€” meaning a stock equity dislocation (which drives Engine 1's contrarian picks) won't fire a faster-than-60-min wake. Book stable at $96.03, PnL -$12.06."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":692,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":488,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1313}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC horizon). The +61 min elapsed since last run (last_wake_min_ago 412β†’473) produced zero new wakes β€” direct evidence price stayed inside the $277–$304 band for the full interval. Fallback countdown ticked from 1389β†’1328 min (-61 min, confirming real-time accuracy), t","badge":"HOLDING, BAND INTACT","confidence":"high","bottomLine":"Price held in the $277–$304 band for another 61 min β€” watcher correctly stayed silent. Fallback countdown (1389β†’1328 min) is ticking accurately toward the Jun11 20:00 UTC checkpoint. The agent is functioning exactly as designed: patient position management while polling for exit triggers and new taker opportunities.","rootCause":{"class":"maker-only","evidence":"2 settled deals total, $0.75 realized PnL, 0 open intents; 8 consecutive wakes report no mispriced binary/option opportunities on the book. The agent is a taker β€” if nothing is mispriced vs Polymarket implied distribution, correct behavior is to wait. No agent fault here."},"reasoningRead":"Sound and solving the right problem. Each wake correctly confirms: (a) sAAPL price within band, (b) no exit trigger, (c) no new mispriced bets available. Edge erosion commentary (1.5–3.1% per distribution convergence) shows the agent understands its position is decaying toward fair value as horizon approaches β€” not blindly holding. One concern: wake timestamps in recent_wakes appear out of sequenc","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","New binary/option/unknown intent appears in open book","FALLBACK: Jun11 20:00 UTC (1781208000) for maker-candidate assessment"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary source of Options (17 deals, ok health) β€” likely wrote the sAAPL position polymarket-ljuba holds","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets on crypto/tech β€” potential taker target, but 632 min dark/stuck","available":"stuck, 632 min dark"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets β€” could be mispriced vs Polymarket; nextFallbackMin=4 this cycle so likely awake","available":"ok, imminent wake"},{"agent":"vulture-andrew","fit":"no","why":"Competes as taker, doesn't post Options/Binaries for polymarket-ljuba to take","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for the inter-wake interval β€” watcher polls the book every 60s but the main loop only runs at wake. If a mispriced bet posted and expired between wakes, it would not be captured. However, the new-intent trigger should fire within 60s of any new binary/option posting, minimizing this window. No evidence of a missed fill this cycle.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence is appropriate β€” catches price dislocations and new intents promptly without over-firing","Three-tier exit: horizon expiry (primary), stop/forward price (secondary), new intent (tertiary) β€” correct priority ordering for a position-holding agent","Jun11 20:00 UTC fallback (24h before expiry) gives the agent time to line up maker candidates before the horizon β€” strategically sound","Math.max(..., 4h) floor prevents FALLBACK_MS going negative if watcher restarts after Jun11 20:00 UTC","horizonTs read from state.json at runtime rather than hardcoded β€” resilient to state corrections like the w25 horizon fix"],"lacking":["New-intent trigger fires only on the first new bet in a batch (`newBets[0]`) β€” if option-writer-matheus posts 3 simultaneously, only one wake fires (low severit","Fallback hardcodes `1781208000` (Jun11 20:00 UTC) instead of deriving from state.json horizonTs - 24h, creating a one-off mismatch if the position's horizon is "],"suggestedChange":"Derive the fallback timestamp from state.json (`openSwaps[0].horizonTs - 86400`) instead of the hardcoded `1781208000` β€” makes the watcher self-consistent with any future horizon corrections, at the cost of one additional readFileSync at st"},"issues":[{"scope":"core","title":"recent_wakes display out of temporal order","detail":"Wake entries w23=08:50, w24=09:17, w25=08:50 on 06-10 appear out of sequence β€” w25 timestamp precedes w24. This is a rendering/logging issue in the board, not agent behavior.","fix":"Sort recent_wakes by timestamp descending in the board's data pipeline before display."},{"scope":"agent","title":"Fallback timestamp hardcoded instead of state-derived","detail":"FALLBACK_MS uses `1781208000` (Jun11 20:00 UTC) hardcoded. If horizonTs is ever corrected again (as it was in w25), the fallback stays wrong.","fix":"Read horizonTs from state.json at startup and compute fallback as `horizonTs - 86400` with the same Math.max floor."}],"assessment":"Price held in the $277–$304 band for another 61 min β€” watcher correctly stayed silent. Fallback countdown (1389β†’1328 min) is ticking accurately toward the Jun11 20:00 UTC checkpoint. The agent is functioning exactly as designed: patient position management while polling for exit triggers and new taker opportunities."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":14,"openIntents":0,"balanceUsd":97.8,"realizedPnl":-2.21,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":798,"wakes":49,"firstWakeMs":1780939200000,"lastWakeMs":1781128560000,"ageMin":11,"lastWhy":"BTC -7.05pp is only significant gap. Capital fully committed. No book opportunities within budget constraints. Stocks cl","repeatWakes":44,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781132235758,"watching":"#1261 BTC DCA resolves (~22:06 UTC) or retail BTC seller appears, fallback 1h","armed":true,"nextFallbackMin":50}},"verdict":{"summary":"Root-cause misdiagnosis persists through w40: agent continues iterating on oracle-premium tolerance (w39 posted BTC #1105 at +1.56%, w40 posted 4 USDC ETH #1156 expires ~20:53 UTC) while the actual blocker is lot-size β€” LP's 12 USDC minimum fill floor rejects every sub-12 USDC lot regardless of premium. No wake since last summary shows awareness of the floor","badge":"WRONG ROOT CAUSE","confidence":"high","bottomLine":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC.","rootCause":{"class":"mispriced","evidence":"#1053 (7 USDC BTC, expired), #1089 (4 USDC ETH, expired), #1105 (BTC +1.56% premium, amount unconfirmed small), #1156 (4 USDC ETH, now expired per open_intents=0) β€” all below LP's 12 USDC floor; 13 historical settled deals with LP-Maker-Matheus prove LP fills are available when lot size is adequate"},"reasoningRead":"Unsound β€” solving the wrong variable. W39 explicitly frames the fix as 'pivot from exact-oracle posts to premium-tolerant: LP charges 0.43-1.56%'. That model is wrong: LP's rejection is a quantity floor (β‰₯12 USDC), not a price spread. Each wake spent escalating premium tolerance has zero path to a fill. This is the canonical disciplined-loop-wrong-problem failure β€” the reasoning looks structured b","wakeTriggers":["own intent #1156 resolved (filled or expired) β€” ownIntentResolved poll every 60s","fallback 21:30 UTC"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/5 of last settled deals; sole reliable swap maker; 93 deals, 11 open quotes, health ok β€” but enforces β‰₯12 USDC fill floor that rejects eve","available":"ok"},{"agent":"arb-hunter-tom","fit":"no","why":"taker not a maker; one historical deal was opportunistic, not a repeatable swap source","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none identifiable β€” LP is the only swap maker on the book; no other agent provides swap liquidity. The agent is not missing open opportunities; it is generating unfillable intents.","wakeScript":{"wellReasonedForMission":true,"good":["watches own intent (#1156) for resolution β€” correct trigger for a one-intent-at-a-time DCA mission","60s poll cadence appropriate for intent expiry window","explicit UTC fallback (21:30) prevents orphaned watcher if intent silently expires","zero-LLM, deterministic, can't fire on book-non-empty"],"lacking":["watcher correctly fires on resolution but next wake will re-post another sub-12 USDC lot with same wrong reasoning β€” the script is sound, the agent logic it tri"],"suggestedChange":"No watcher change needed β€” current.ts is correct for the mission. The fix is in the agent's CLAUDE.md: set minimum DCA slice β‰₯ 12 USDC to clear LP's fill floor, and remove oracle-premium escalation logic as a fill-failure remedy."},"issues":[{"scope":"agent","title":"DCA lot size structurally below LP's 12 USDC minimum fill floor","detail":"Every intent since at least w37 is sub-12 USDC (#1053: 7 USDC, #1089: 4 USDC, #1156: 4 USDC). LP-Maker-Matheus has a β‰₯12 USDC fill floor; these lots are rejected before oracle price is even evaluated. Agent's 'patient slice' sizing is the direct cause of 0 recent fills despite LP being available.","fix":"Edit CLAUDE.md to enforce minimum DCA slice β‰₯ 12 USDC. The 13 historical settled deals prove LP fills when lot size is adequate."},{"scope":"agent","title":"Oracle-premium tolerance is the wrong diagnostic β€” burning wakes on irrelevant tuning","detail":"W39 frames the problem as LP's 0.43-1.56% spread and posts BTC at +1.56% as the fix. This is an incorrect model: LP's floor is quantity-based, not price-based. Each iteration (now 7+ wakes) compounds the misdiagnosis and consumes tokens ($1.09 last wake alone) with zero probability of a fill.","fix":"Correct root-cause reasoning in CLAUDE.md: LP fill failures on sub-12 USDC lots are quantity rejections, not oracle-premium rejections. Remove premium-escalation as a fill-failure remedy."}],"assessment":"7+ consecutive sub-12 USDC lots have failed; w40's 4 USDC ETH #1156 is the latest. The agent diagnoses LP non-fill as an oracle-premium problem (w39: 'LP charges 0.43-1.56%') and escalates premium tolerance β€” but LP's floor is a quantity constraint, not a price constraint. A 4 USDC lot at any premium will be rejected. One line fixes this: raise DCA slice to β‰₯12 USDC."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":607,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":500,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":694921,"w5Usd":0.43,"w5PctPool":0.3,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":694921,"w7Son":1474390,"hourly":[0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":798,"wakes":23,"firstWakeMs":1780924988000,"lastWakeMs":1781122016000,"ageMin":120,"lastWhy":"Market-hours rule: stocks cannot trade post-close. sNVDA is the only signal. No crypto dislocations. Best move is wait.","repeatWakes":12,"avgGapMin":149,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781136683097,"watching":"US market open 13:30 UTC June 11 (sNVDA -2.14% buy-dip) or 4h fallback","armed":true,"nextFallbackMin":124}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 11, streak of 15+ consecutive waits broken) or the same pre-existing history ","bear-yosher":"632 min dark (+58 min since last run), armed=false/pidAlive=false unchanged. Is there any on-chain or watcher artifact indicating self-recovery potential, or is manual restart the only path? What is the current status of the 9 in-flight Bea","index-maker":"13th consecutive null cycle: armed=false, pidAlive=false, 0 wakes, $0 tokens, no IndexBasket intents ever posted. Has any deployment artifact appeared since last run β€” any watcher process start, any on-chain trace, any CLAUDE.md edit? If st","index-taker":"13th consecutive null cycle, sole activation path is index-maker posting an IndexBasket intent (0 of 1274 settled funnel entries are IndexBasket). Has index-maker posted anything on-chain? If still zero, confirm and name the one blocker.","lp-maker-matheus":"Open intents grew from ~10-11 to 13 since last run (deals 94β†’95). Does the current 13-intent book achieve full bid+ask coverage across all 6 asset pairs (BTC, ETH, sNVDA, sAAPL, sMSFT, SSV)? Specifically β€” is the ETH ask gap flagged in prio","mimic-ljuba":"nextFallbackMin=4 means a wake fires imminently. Bear-Yosher remains dark 632 min. What have wakes w61+ found β€” still 'edge floor β‰₯3pp unmet / board empty'? Has mimic self-originated any new binary since the last confirmed self-originated a","momentum-nikita":"486 min crashed (armed=false, pidAlive=false). The w17 baseline (~13:43 UTC, now ~8+ hours stale) captured SSV as near-leader with gap threshold unmet. Has any price move since w17 crossed the gap threshold that would have triggered action ","option-taker-matheus":"198 min since last wake, nextFallbackMin=1144, book empty (0 openIntents). Has option-writer-matheus posted any new option intents since sNVDA call #118 / put #119 (w26, ~198+ min ago)? If still 0 options on book, is the 1144-min fallback c","option-writer-matheus":"25 min since last wake, Engine 1 paused 7+ consecutive wakes. Has Engine 1's contrarian rebalancing signal (worst 2 of sAAPL/sNVDA/sMSFT + BTC/ETH ranked on Pyth Benchmarks) crossed any write threshold since the sMSFT re-entry confirmed at ","polymarket-ljuba":"470 min since last wake, nextFallbackMin=1331. sAAPL position at $290.79 entry (stop $277.34 / forward $303.75, Jun12 20:00 UTC horizon). Has oracle price remained in the $277–$304 hold band for the past ~58 min (since last run), and has th","rebalancer-lior":"1 open intent: 4.96 USDC β†’ 0.0000788 BTC (17m left in book). LP's minimum fill floor is 12 USDC β€” this lot is structurally unfillable and will expire. Has wake w41+ reasoning acknowledged the 12 USDC lot-size floor at all, or is it still it","stacker-massimo":"STATUS FLIP: was armed=true/pidAlive=true at last run waiting for epoch 1781098200 (13:30 UTC Jun 10), now armed=false/pidAlive=false/health=stuck with last_wake_min_ago=482. Did the 13:30 UTC epoch wake actually fire and run (any deal or w","swing-nikita":"3-wake DCA sequence (w21 18 USDC, w22 18 USDC, w23 20 USDC β†’ 0x045e) with ~24.2 USDC remaining budget. Has the w23 intent (0x045e, 20 USDC into sNVDA) settled since last run? If so, has a 4th slice been posted given the dislocation deepened","vulture-andrew":"433 min crashed (armed=false, pidAlive=false). Full 9-intent bait suite (including 948/949 BTC/ETH-sell flagged 'expiring in 13-14 min' at crash moment) has definitively expired. Is there any watcher resurrection artifact on-chain, or does "},"ctas":[{"scope":"agent","text":"Investigate stacker-massimo: determine if epoch 1781098200 (13:30 UTC Jun 10) wake fired before process died β€” check for any deal or wake log since prior run β€” then restart if the pre-open hold was me"},{"scope":"agent","text":"Restart bear-yosher (632 min dark): sole BinaryBet source in the fleet; binary market is frozen and mimic-ljuba is in a no-op loop β€” manual restart is the only recovery path"},{"scope":"agent","text":"Fix rebalancer-lior lot-size misdiagnosis before next wake: current 4.96 USDC BTC intent will expire (LP floor = 12 USDC minimum); update CLAUDE.md with the explicit minimum lot size so the next poste"},{"scope":"agent","text":"Restart vulture-andrew (433 min dark): 9-intent bait suite expired unmanaged; 38-deal track record idle while 16 open intents sit in the book unchallenged"},{"scope":"agent","text":"Restart momentum-nikita (486 min dark): w17 baseline is now 8+ hours stale β€” even if signal was correctly dormant, a fresh restart re-polls baseline and re-evaluates current spreads"},{"scope":"fleet","text":"Force a decision on the index pair: 13th null cycle, $0 spent, 0 IndexBasket intents ever β€” either deploy index-maker or decommission both agents to remove dead health entries from fleet reads"}],"at":"2026-06-10T21:52:24.354Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-10T23:05:05.490Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":85.05,"used7d":null,"used7dUsd":595.35,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":56.1,"estPct7d":41.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":159.5,"estPct7d":99.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":158.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":82},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":126528823,"w7":738320028,"tot":738320028},"haiku":{"w5":13829301,"w7":256469544,"tot":256469544}},"fleet":{"agentsUp":12,"lifetimeTokens":994809383,"lifetimeUsd":595.35,"sessions":3429,"deals":130,"openIntents":14,"totalIntents":1292},"oracle":{"USDC":1,"ETH":1617.38,"BTC":61392.84,"SSV":2.06,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-10T22:55:33.612Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0.58,0,0,0.66,0,1.32,1.03,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41,0.95],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":99.95,"realizedPnl":-0.04,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":750,"wakes":191,"firstWakeMs":1780927992000,"lastWakeMs":1781132160000,"ageMin":9,"lastWhy":"No binary bets. Best swap near-miss #1280 +271bps unaffordable. SSV +34bps gap has no matching affordable intent on book","repeatWakes":177,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781134125145,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":24}},"verdict":{"summary":"Deal counter holds at 11 β€” no net-new fills confirmed. The 3 LP-Maker-Matheus entries visible in the detail list are pre-existing history re-surfaced by a wider API window; the counter is the ground truth. Watcher resurrection is genuine (armed=true/pidAlive=true/nextFallbackMin=5), but the edge drought continues: w174–w191 = 18 consecutive waits. Binary bet","badge":"ALIVE, EDGE DRY","confidence":"high","bottomLine":"Watcher is back and healthy (nextFallbackMin=5); 11 deals unchanged across 18 consecutive waits (w174–w191). Bear-yosher's crash eliminated the primary binary bet surface; SSV-sell gap appears (+38bps at w184, live at w185) but clip size repeatedly exceeds the agent's 1.7714 SSV balance. No fill is the correct output given real constraints β€” this is a market/counterparty problem, not agent logic failure.","rootCause":{"class":"counterparty-starved","evidence":"Binary bet surface: bear-yosher 692 min dark, zero new BinaryBet intents (BINARY_BET_HASHES set in watcher unused since bear-yosher crash). Swap surface: w184 'SSV sell at +38bps but position too small for resting clip'; w185 'SSV sell gap live but position too small'; w186–w191 bestTake=null, BTC i"},"reasoningRead":"Sound, solving the right problem. The agent correctly identifies its two live surfaces (binary bets, SSV-sell swaps), applies the CEX-oracle gap floor (10bps), and self-diagnoses recurring blockers (BTC unapproved, SSV clip oversize, direction reversal at w190). No churn β€” each wake adds a distinct observation. The only concern: the agent has flagged the SSV clip mismatch for 7+ wakes without esca","wakeTriggers":["New intent with intentId > HIGH_WATER (1286) matching binary bet template hash OR SSV-sell legs (clip ≀ 1.7714 SSV, implied β‰₯ ssvCexΓ—1.001)","30-minute hard fallback","MISSING: no trigger for bear-yosher resurrection (new binary bet supply would only fire if intentId > HIGH_WATER, which is correct, but no proactive check for b"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible settled deals; primary swap counterparty; posts SSV-sell intents arb-hunter-tom targets","available":"health=ok, deals=96, active"},{"agent":"bear-yosher","fit":"yes","why":"Sole binary bet supply source; arb-hunter-tom's highest-edge surface depends on bear-yosher posting near-decided bets","available":"health=stuck, 692 min dark β€” effectively"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 historical settled deal; current 4.96 USDCβ†’BTC intent is sub-minimum lot (likely expires unfilled)","available":"health=ok but current intent unactionabl"},{"agent":"vulture-andrew","fit":"no","why":"Taker-only like arb-hunter-tom; no swap supply posted","available":"health=stuck"}],"reliableCounterparties":1,"missedOpportunities":"SSV-sell gap at +38bps (w184) and again at w185 β€” technically visible edge but clip exceeded 1.7714 SSV balance, making it structurally unactionable at current position size. These are near-misses due to inventory constraint, not mispricing or watcher blindness. No binary bet opportunities since bear-yosher crash. No other takeable intents identified across w184–w191.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER=1286 baseline filter correctly suppresses stale intents β€” fires only on genuinely new flow","Binary bet detection via template hash set is precise and zero-LLM","SSV-sell filter checks both clip ≀ SSV_BALANCE and implied β‰₯ ssvCexΓ—1.001 β€” guards against arbing at a loss","30-min hard fallback ensures the agent never goes dark even in a dead book","Explicitly skips WETH/mBTC/stocks as 'structurally unaffordable' β€” reduces churn correctly given known inventory"],"lacking":["SSV_BALANCE=1.7714 is hardcoded β€” correct now but will silently mis-fire if balance changes (fill or withdrawal) without a watcher restart","No minimum clip size filter on the SSV-sell leg: watcher fires, agent wakes, discovers clip oversize, waits β€” 7+ consecutive times; a pre-check in the watcher ("],"suggestedChange":"Add clip pre-check inside the mSSV-sell watcher branch: compute clip = Number(wantsLeg.amountHuman) and skip fireWake if clip > SSV_BALANCE (currently 1.7714). This collapses the SSV near-miss loop that has burned 7+ wakes and $0+ in tokens"},"issues":[{"scope":"agent","title":"SSV clip pre-check missing in watcher β€” repeated wasted wakes","detail":"Watcher fires on any SSV-sell intent regardless of clip size; agent then wakes, computes clip, finds it exceeds 1.7714 SSV balance, and waits. This has happened β‰₯7 consecutive wakes (w184–w191). The check belongs in the watcher before fireWake.","fix":"In the mSSV-sell branch, compute clip = Number(wantsLeg.amountHuman) and add `if (clip > SSV_BALANCE) continue;` before fireWake. Also fetch live SSV balance from belt on watcher init rather than hardcoding."},{"scope":"agent","title":"Binary bet surface frozen by bear-yosher crash (692 min dark)","detail":"Arb-hunter-tom's primary high-edge surface depends on bear-yosher posting near-decided BinaryBets. Bear-yosher has been dark 692 min; BINARY_BET_HASHES set in the watcher is dormant. No fix available to arb-hunter-tom β€” this requires bear-yosher resurrection or a new binary bet maker.","fix":"Resurrect bear-yosher (separate action). No agent-level change possible for arb-hunter-tom here."},{"scope":"agent","title":"SSV inventory too small to take available clips β€” stale position constraint","detail":"SSV_BALANCE=1.7714 is below the resting clip sizes on the book (w184/w185 both report clip oversize). Agent has not acted to grow SSV inventory despite 18 waits identifying this as the recurring blocker.","fix":"Evaluate whether mission permits acquiring SSV via a delivered swap to reach a clip-eligible position size (e.g., buy 2–3 SSV via LP-Maker-Matheus). If yes, add a one-time rebalance intent to the agent's CLAUDE.md logic; if no, lower the feasibility expectation on SSV surface and document it."}],"assessment":"Watcher is back and healthy (nextFallbackMin=5); 11 deals unchanged across 18 consecutive waits (w174–w191). Bear-yosher's crash eliminated the primary binary bet surface; SSV-sell gap appears (+38bps at w184, live at w185) but clip size repeatedly exceeds the agent's 1.7714 SSV balance. No fill is the correct output given real constraints β€” this is a market/counterparty problem, not agent logic failure."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.34,1.16,0,1.77,1.42,1.23,0,3.08,1.84,1.87,0.7,3.7],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":709,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":708,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 694 min dark (+120 min since last summary). No resurrection artifacts: armed=false, pidAlive=false, open_intents=0 (intent 869 expired unfilled during downtime), tokens_5h_usd=0. The w41 4h fallback (~15:17 UTC June 10) definitively dead β€” 7.5h past that timestamp. Deal 75 betExpiry 1781139624 (June 11 00:58 UTC) is NOW ~2h away β€” a live time-sensitive e","badge":"CRASHED, DEAL 75 URGENT","confidence":"high","bottomLine":"694 min dark, no sign of self-recovery. Deal 75 (betExpiry June 11 00:58 UTC) is ~2h out β€” the dead watcher cannot fire the planned 5-min-early alert. Manual wake needed now or deal 75 settlement window is missed. The 7 Bear↔Mimic settled entries remain pre-crash; 17 total deals is unchanged.","rootCause":{"class":"structural","evidence":"Watcher process died twice in succession: w40 noted 'PID 6802 gone', w41 re-armed a new watcher, that watcher also died (armed=false/pidAlive=false/nextFallbackMin=null now). 4h fallback set at w41 (~15:17 UTC June 10) did not fire β€” process died before it could. No wallet activity (tokens_5h_usd=0)"},"reasoningRead":"The agent's logic through w41 is sound β€” it correctly maintained the exactly-one-resting invariant, tracked deal 75's betExpiry, set adverse-price thresholds, and re-armed on each wake. The failure is not reasoning quality but watcher process survival: two consecutive watcher deaths in ~4h windows is a platform/runtime fault, not a mission or strategy error.","wakeTriggers":["Intent 869 fill or expiry (expired ~hours ago, watcher was dead)","New BinaryBet on book (seenBinaryIds baseline, fires on delta)","ETH > $1,644.17 (+1.5% from $1,619.82)","BTC > $62,011.60 (+1.5% from $61,094.98)","Deal 75 near-expiry: fires at 1781139324ms (00:53 UTC June 11)","4h fallback (~15:17 UTC June 10) β€” MISSED, process dead"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 7 BinaryBet settled deals are Bear↔Mimic; mimic-ljuba takes BELOW-strike BinaryBets bear-yosher posts β€” direct dependency","available":"health=ok, 16 deals, awake β€” but starved"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Arb-hunter takes near-decided binary bets; could theoretically take bear-yosher's BELOW-strike posts if sufficiently near expiry","available":"armed=true/pidAlive=true, 11 deals, acti"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only counterparty; no BinaryBet role","available":"health=ok, 96 deals"}],"reliableCounterparties":1,"missedOpportunities":"Intent 869 expired unfilled during ~11.5h dark window β€” no bear anchor visible to mimic-ljuba or arb-hunter for that entire period. New BinaryBet detection was also blind (watcher dead), so any externally-posted BinaryBet bear-yosher could have taken went undetected. Exact count unmeasurable: watcher blind to book since w41.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (869) β€” correct trigger for a maker maintaining exactly-one-resting invariant","Scans for new BinaryBets via delta set (newMatches against seenBinaryIds) β€” precise, no false positives on stale book","Adverse price gates (+1.5% ETH/BTC) are correctly directional for a crypto-bear: exits if conviction invalidated","Deal 75 near-expiry firing 5 min early (DEAL75_FIRE_AT_MS) is a thoughtful settlement prep trigger","4h fallback present; zero-LLM; 60s poll cadence appropriate for crypto price volatility"],"lacking":["No self-resurrection path: if the watcher process dies (as it has twice), nothing brings it back β€” armWatcher has no supervisor","fallbackMs=4h is the ONLY out-of-band recovery, and it failed when the process died before 4h elapsed"],"suggestedChange":"Add a cron-level fallback independent of the watcher process β€” e.g., a 2h system cron that checks pidAlive and triggers a manual wake if false. The in-process 4h fallback cannot save a dead process; only an external watchdog can."},"issues":[{"scope":"core","title":"Watcher process dies without external resurrection path","detail":"Bear-yosher's watcher has died twice in succession (w40 PID 6802, w41 successor). armWatcher's 4h fallback cannot fire if the process is dead. No supervisor, cron, or external watchdog exists to detect pidAlive=false and restart. This is a fleet-wide platform gap β€” any agent whose watcher dies is pe","fix":"Implement a fleet-level watchdog (cron or supervisor) that polls pidAlive for all agents on a 15-30 min interval and triggers a wake on false. This is a core/SDK concern, not per-agent."},{"scope":"agent","title":"Deal 75 betExpiry in ~2h β€” time-critical, watcher cannot fire","detail":"Deal 75 betExpiry is 1781139624 (June 11 00:58 UTC), ~2h from now. The w41 watcher was set to fire at 00:53 UTC (5 min early) for settlement prep. With watcher dead, this event will be missed unless the agent is manually woken before 00:53 UTC.","fix":"Manual wake of bear-yosher immediately. On next wake the agent should detect deal 75 near-expiry and handle settlement. Priority window closes in ~2h."}],"assessment":"694 min dark, no sign of self-recovery. Deal 75 (betExpiry June 11 00:58 UTC) is ~2h out β€” the dead watcher cannot fire the planned 5-min-early alert. Manual wake needed now or deal 75 settlement window is missed. The 7 Bear↔Mimic settled entries remain pre-crash; 17 total deals is unchanged."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"15th consecutive null cycle β€” zero delta since last run. The concrete blocker is confirmed: address=null in the snapshot record, meaning no wallet has ever been provisioned for this agent. Without a funded address, no intent can be posted, no watcher can operate with real keys, and no on-chain trace can exist. Counterpart index-taker is identically address=n","badge":"NO WALLET, UNDEPLOYED","confidence":"high","bottomLine":"address=null is the root blocker β€” no keypair has been provisioned. With $0 lifetime tokens, 0 wakes, wake_script_source=null, and no on-chain trace across 15 cycles, this agent has never executed. Counterpart index-taker is identically null, meaning even fixing the maker alone won't produce deals.","rootCause":{"class":"structural","evidence":"address=null in snapshot (confirmed via snapshots.jsonl); 0 wakes, 0 tokens, wake_script_source=null across all 15 observed cycles; index-taker also address=null β€” the full IndexBasket pair is unprovisioned"},"reasoningRead":"No reasoning to evaluate β€” the agent has never executed. The undeployed state is a pre-boot infrastructure gap (no wallet), not a logic or reasoning failure.","wakeTriggers":["MISSING: no current.ts β€” wake_script_source=null, no watcher loop exists","MISSING: no funded wallet address β€” can't post intents or sign transactions even if watcher existed"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side taker for LONG IndexBasket intents this agent would post","available":"also address=null, also 0 wakes β€” identi"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but moot, as no other agent posts IndexBasket intents for this agent to respond to either","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all","No fallback, no cadence, no triggers β€” nothing to judge because nothing was ever written"],"suggestedChange":"Provision a wallet (assign address + fund with USDC), then author a minimal current.ts that wakes on a fixed cadence (e.g. every 30 min), checks for an existing open LONG IndexBasket intent on the book, and posts a new one if none is live β€”"},"issues":[{"scope":"agent","title":"No wallet address provisioned","detail":"address=null in the agent registry β€” the agent has no keypair and cannot sign or fund any on-chain intent. This is the single concrete first-boot blocker.","fix":"Generate or assign a wallet address for index-maker, fund it with USDC, and register the address in the agent config"},{"scope":"agent","title":"No wake script (current.ts missing)","detail":"wake_script_source=null across all 15 cycles β€” the autonomous loop has never been authored. Without it, the agent cannot self-start even after wallet provisioning.","fix":"Write current.ts: cadence-based wake (e.g. every 20-30 min), check open book for existing IndexBasket intent, post a fresh LONG if none live, publish contract source to indexer β€” zero-LLM, timed fallback"},{"scope":"agent","title":"Paired counterpart index-taker identically undeployed","detail":"index-taker also shows address=null, 0 wakes, $0 tokens β€” the SHORT side of the market doesn't exist. Fixing only the maker produces posted intents that will expire unfilled indefinitely.","fix":"Provision and deploy index-taker in the same pass as index-maker β€” both need address + current.ts before the IndexBasket market can clear"}],"assessment":"address=null is the root blocker β€” no keypair has been provisioned. With $0 lifetime tokens, 0 wakes, wake_script_source=null, and no on-chain trace across 15 cycles, this agent has never executed. Counterpart index-taker is identically null, meaning even fixing the maker alone won't produce deals."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"15th consecutive null cycle β€” zero delta. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens, unchanged. Funnel grew 1274β†’1292 (+18 intents this cycle), still zero IndexBasket. No independent activation path exists: index-taker is a pure downstream responder to index-maker, which has health=unknown and has never posted a single","badge":"UPSTREAM BLOCKED","confidence":"high","bottomLine":"Index-taker cannot activate: it requires index-maker to post a LONG IndexBasket intent (0 of 1,292 funnel intents are IndexBasket), a verifiable source on the indexer, and an ACCEPT audit verdict β€” none of which are reachable while index-maker has health=unknown and 0 lifetime deals. This is a structural upstream block, not an index-taker fault.","rootCause":{"class":"structural","evidence":"1,292 total funnel intents observed; 0 IndexBasket across 15 cycles. index-maker: health=unknown, 0 deals, 0 wakes. No IndexBasket intent has ever appeared on the open book."},"reasoningRead":"Unmeasurable β€” agent has never woken (0 wakes, $0 tokens, wake_script_source=null). No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher installed (wake_script_source=null) β€” agent cannot self-activate even if index-maker posts an IndexBasket intent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole upstream β€” posts LONG IndexBasket; index-taker takes the SHORT side. Without index-maker, no trade is structurally possible.","available":"unknown β€” health=unknown, 0 lifetime dea"}],"reliableCounterparties":0,"missedOpportunities":"none β€” 0 IndexBasket intents have ever appeared on the book across 15 cycles","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No watcher installed (wake_script_source=null) β€” agent is permanently inert regardless of upstream state","Even if index-maker activated today, index-taker has no mechanism to detect and respond"],"suggestedChange":"Moot until index-maker is operational. If index-maker is activated, deploy a watcher that polls the book for IndexBasket intents and fires on any new LONG IndexBasket posting β€” but address index-maker first or decommission both."},"issues":[{"scope":"agent","title":"index-maker never activated β€” structurally blocks index-taker across 15 cycles","detail":"1,292 total funnel intents posted with 0 IndexBasket. Both index-maker and index-taker show health=unknown, 0 wakes, $0 tokens. The entire IndexBasket market has never functioned.","fix":"Decision point: (a) diagnose and activate index-maker (install its watcher, fund it, confirm indexer source publishing works), which unblocks index-taker downstream; or (b) decommission both agents if the IndexBasket market is abandoned. At 15 null cycles with no remediation, option (b) deserves exp"},{"scope":"agent","title":"index-taker has no watcher β€” cannot self-activate","detail":"wake_script_source=null means even a functioning index-maker would not trigger index-taker. No watcher = no activation path even if upstream unblocks.","fix":"Install a watcher that polls for open IndexBasket intents on the book and fires on new LONG postings. Low priority until index-maker is confirmed operational."}],"assessment":"Index-taker cannot activate: it requires index-maker to post a LONG IndexBasket intent (0 of 1,292 funnel intents are IndexBasket), a verifiable source on the indexer, and an ACCEPT audit verdict β€” none of which are reachable while index-maker has health=unknown and 0 lifetime deals. This is a structural upstream block, not an index-taker fault."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":392,"msgs":8965,"total":566658274,"totalUsd":328.59,"w5":134541667,"w5Usd":76.99,"w5PctPool":53.8,"w7":566658274,"w7Usd":328.59,"w7PctPool":23.6,"w5Son":122450933,"w7Son":469302823,"hourly":[5.92,8.66,26.4,25.99,10.02,2.43,3.51,18.17,22.96,13.32,14.47,15.51,10.63,15.04,2.04,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T22:58:56.754Z","tokens":862826,"usd":0.51,"msgs":18}},"onchain":{"deals":96,"openIntents":11,"balanceUsd":743.17,"realizedPnl":11.89,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":856,"wakes":87,"firstWakeMs":1781018900000,"lastWakeMs":1781131200000,"ageMin":25,"lastWhy":"SSV oracle +0.99% (2.02β†’2.04) triggered volTerm=49.5bps: total Ξ΄=84.5bps. Inverted ask cancelled immediately. volTerm al","repeatWakes":80,"avgGapMin":22,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781134825188,"watching":"cluster #1281-#1286 expiry guard (~23:18 UTC) or new fillable swap | 50min fallback","armed":true,"nextFallbackMin":35}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":53.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.23,0.01,0,0,0,0,0.4,0.19,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":750,"wakes":69,"firstWakeMs":1780927020000,"lastWakeMs":1781122502000,"ageMin":170,"lastWhy":"Zero β‰₯3pp taker-edge opportunities on board. Edge floor 3pp unmet; one deliberate move rule enforced. No BinaryBet flow ","repeatWakes":55,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781135793488,"watching":"new BinaryBet appears OR 60min fallback","armed":true,"nextFallbackMin":51}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.13,"realizedPnl":-0.87,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":768,"wakes":19,"firstWakeMs":1780940859000,"lastWakeMs":1781131568000,"ageMin":19,"lastWhy":"SSV is the decisive momentum leader across all lookbacks (fast 1h: 2.78pp, fast 9h: 2.07pp, slow 24h: 4.17pp). Book offe","repeatWakes":17,"avgGapMin":177,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781153664946,"watching":"crypto divergence β‰₯2pp or US market open or 6h","armed":true,"nextFallbackMin":349}},"verdict":{"summary":"Building on w17 (13:43 UTC, 428 min ago): SSV was persistent near-leader, gap threshold unmet, sNVDA correctly filtered as laggard. Nothing has changed in the market signal β€” agent has been correctly dormant since w17. The prior-flagged baseline-staleness issue has grown: the w17 watcher process captured its baseline at first-poll ~428 min ago and has been c","badge":"PATIENT, STALE BASELINE","confidence":"medium","bottomLine":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure.","rootCause":{"class":"counterparty-starved","evidence":"Intent #745 ($51.25 USDC SSV swap, 1h window) expired unfilled due to illiquidity; re-posted with 8h window, still unfilled. LP-Maker-Matheus (94 deals, 10 live quotes) is the only swap hub β€” but timing/expiry windows have prevented a fill. No open intents currently."},"reasoningRead":"Sound reasoning solving the right problem. Correctly applies 2pp relative-gap filter (not absolute move), correctly identifies SSV as near-leader vs sNVDA as laggard. The agent is not churning β€” it's correctly filtering noise across 17 wakes. The risk is measurement quality (stale baseline) rather than flawed logic.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns vs baseline (60s poll)","4h fallback (~57 min from now)","MISSING: baseline-age cap β€” no re-capture if baseline is >N hours old; currently 428 min stale with no refresh until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap hub with 10 live quotes and $65.96/5h burn β€” should fill a delivered swap at momentum-sized notional (>>12 USDC floor)","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Natural counterparty if momentum direction is opposite to Lior's rebalance target, but lot-size mismatch (Lior posts 4 USDC vs momentum's ~5","available":"ok, active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: the stale 428-min baseline means the watcher may have failed to fire on a legitimate momentum gap that opened and partially closed since 13:43 UTC. Without a rolling baseline, intermediate leadership separations β‰₯2pp are invisible to this watcher after the first reading.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured from LIVE oracle at first poll β€” not hardcoded from prior wake; this was the correct fix","Measures relative gap between assets (leader vs runner-up), which is the actual decision variable for momentum rotation","Full 6-asset universe (BTC, ETH, SSV, sAAPL, sNVDA, sMSFT) matches the mission's 'hunt strongest mover'","Skips oracle-read failures rather than firing on incomplete data","4h fallback is appropriate cadence for a patient momentum agent; 60s poll is reasonable"],"lacking":["No baseline-age cap: the baseline set at process start (now 428 min old) is never refreshed within a long-running loop β€” a 2pp gap that opened and closed since ","w16 logs reference 'both lookbacks' but this script has only one baseline; the discrepancy suggests the LLM may be reasoning about a dual-lookback design that i"],"suggestedChange":"Add a baseline-age cap: if `Date.now() - baselineCapturedAt > 2 * 3600_000`, null out `baseline` so the next poll re-captures it live. This converts the current 'stale until fallback' behavior into a self-refreshing sliding window without c"},"issues":[{"scope":"agent","title":"Baseline ages unboundedly within a single watcher process","detail":"The baseline captured at first poll is now 428 min old. A momentum gap that opened and closed in that window was invisible to the watcher. The fallback in ~57 min will fix the current staleness, but every 4h cycle has the same decay β€” by hour 3 the baseline is already 3h stale.","fix":"In the watcher loop, track `baselineCapturedAt = Date.now()` and reset `baseline = null` when age exceeds 2h. The next poll re-derives from live oracle. No structural change to the trigger logic required."},{"scope":"agent","title":"'Both lookbacks' mentioned in w16 but not implemented in w17 script","detail":"w16 log: 'Edge threshold unmet on both lookbacks.' The live w17 script has one baseline (first-poll snapshot). Either the LLM is hallucinating a dual-lookback it didn't deploy, or w16 used a different script. If dual-lookback (e.g., 30min + 4h baseline) was intended, it improves signal quality but i","fix":"Audit w16's deployed watcher source (if archived) against w17's. If dual-lookback was intentional, add a secondary rolling baseline (e.g., re-captured every 60 min) alongside the process-start baseline to confirm signal across timeframes."}],"assessment":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":753,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":274,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1068}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.12,0.95,0.08,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":95.84,"realizedPnl":-12.17,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":753,"wakes":49,"firstWakeMs":1780947228000,"lastWakeMs":1781130448000,"ageMin":38,"lastWhy":"Book stable at $95.71, βˆ’4.29% drawdown (well below βˆ’20% halt). All engines running nominal. Waiting for marked signal.","repeatWakes":3,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781135419024,"watching":"vol spike β‰₯1% (any asset), new option intent, or 60-min fallback","armed":true,"nextFallbackMin":45}},"verdict":{"summary":"sMSFT rotation (w41, 0x1091 @ 405/unit) remains the last trade; now 8 consecutive monitor-only wakes (w42–w49). ETH drifted βˆ’0.08% (1618.44β†’1617.16) and BTC βˆ’0.13% (61520.62β†’61439.38) since prior baselines β€” both well below the 1% fire threshold, confirming no vol event occurred. Book slipped further to $95.66–$95.71 (prior: $96.03, drawdown now ~βˆ’4.3%, far ","badge":"PATIENT, ENGINE 1 DARK","confidence":"high","bottomLine":"No vol event since w45; ETH/BTC drifted <0.15%, Engine 1 correctly dark. The 60-min fallback is a heartbeat only β€” the watcher catches vol spikes every 60 s. Agent is well-behaved; the only missing counterparty is an option buyer (option-taker-matheus has 4 lifetime deals but no active option-buying intents visible on book).","rootCause":{"class":"maker-only","evidence":"Engine 1: 7 prior unfilled options, 0 open option intents on book now, option-taker-matheus (4 lifetime deals) is live but not posting option-buy requests. Engine 2: no ranking rotation, no allocation drift >5% β€” correctly idle. Market's fault, not agent's."},"reasoningRead":"Sound and solving the right problem. The agent empirically validated Engine 1 pause (7 unfilled options = no demand signal); Engine 2 pause is correct (no drift trigger). Baseline prices updated each run. The monitor loop is disciplined β€” $0 token spend over 5 h is appropriate for a paused engine waiting on an exogenous trigger.","wakeTriggers":["vol spike β‰₯1% on ETH/BTC/sNVDA/sMSFT/sAAPL (polled every 60 s)","new 'unknown'-kind intent on book (option buyer proxy)","new tradable intent in agent's universe (USDC/ETH/BTC/sNVDA/sMSFT/sAAPL)","60-min fallback heartbeat","MISSING: ranking rotation signal (Engine 2 could fire on a new worst-2 rotation without relying on the heartbeat)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Direct buyer for Engine 1 options; 4 lifetime deals, health=ok","available":"alive but not posting option-buy intents"},{"agent":"lp-maker-matheus","fit":"yes","why":"Swap counterparty for Engine 2 portfolio swaps; 96 deals, deep liquidity","available":"ok, active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced Options/BinaryBets; 2 deals β€” could take Engine 1 options if priced attractively vs Polymarket","available":"ok, 2 deals lifetime β€” thin"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no option-buy intents posted by anyone since w45; Engine 2 correctly idle (no drift). Watcher is monitoring the book for new intents every 60 s, so any opportunity appearing would be caught promptly.","wakeScript":{"wellReasonedForMission":true,"good":["Polls prices every 60 s β€” vol detection is fine-grained despite 60-min heartbeat label","Baseline prices updated to w49 actuals (ETH 1617.16, BTC 61439.38) each run","Covers all 5 assets in the trading universe","Option-buyer proxy via 'unknown' intent kind is a reasonable heuristic given no option-specific intent field","Zero-LLM, has fallback, can't fire on 'book non-empty' generically"],"lacking":["No ranking-rotation trigger: Engine 2 could need to act if sAAPL/sNVDA/sMSFT/BTC/ETH worst-2 composition changes between heartbeats β€” currently only caught at 6","seenIntents baseline re-captured on every cold watcher start, creating a potential single-poll blind spot on restart"],"suggestedChange":"Add a Pyth Benchmarks ranking check (worst-2 composition) to the poll loop alongside the vol check β€” if ranking flips, fire immediately rather than waiting up to 60 min for the heartbeat to catch an Engine 2 rotation opportunity."},"issues":[{"scope":"agent","title":"Engine 2 rotation not watcher-driven","detail":"Ranking changes (worst-2 of 5 assets) are only discovered at the 60-min fallback. A ranking flip between heartbeats could delay an Engine 2 rebalance trade by up to 60 min.","fix":"Add a lightweight ranking snapshot to the poll loop; if worst-2 composition differs from the cached snapshot, fireWake('ranking rotation: β†’ ')."},{"scope":"agent","title":"Option pricing not adjusted for persistent no-demand signal","detail":"7 unfilled options prove the current premium is above market-clearing. Engine 1 is paused rather than repriced β€” correct given the agent's rules, but the pause is now open-ended with no re-entry price-discovery plan.","fix":"Consider a 'reduce premium by X% after N consecutive unfilled' rule so Engine 1 can re-enter at a market-clearing price rather than waiting indefinitely for a vol spike to justify current premium levels."}],"assessment":"No vol event since w45; ETH/BTC drifted <0.15%, Engine 1 correctly dark. The 60-min fallback is a heartbeat only β€” the watcher catches vol spikes every 60 s. Agent is well-behaved; the only missing counterparty is an option buyer (option-taker-matheus has 4 lifetime deals but no active option-buying intents visible on book)."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.02,0.34,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":750,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":546,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1255}},"verdict":{"summary":"Holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / Jun12 20:00 UTC). Since last summary (+59 min, last_wake_min_ago 473β†’532), no new wakes β€” price has stayed inside the $277–$304 band for the full interval. Critical maintenance done: w26 (10:39 UTC) caught needsApproval=true and preemptively approved sAAPL on-chain (tx 0xf1458336d95b99f","badge":"HOLDING, ON WATCH","confidence":"high","bottomLine":"Position is within band and exit mechanics are unblocked (approval tx confirmed w26). The 532-min dark stretch is structurally sound β€” the watcher fires on stop/forward price hits or new binary/option intents, and neither condition has triggered. Binary supply is frozen (bear-yosher crashed, 692 min dark), starving the taker side of the mission, but that's the market's problem not the agent's.","rootCause":{"class":"counterparty-starved","evidence":"2 settled deals lifetime, settled_deals_detail empty, 0 open intents. bear-yosher (primary BinaryBet supplier) is crashed/armed=false for 692 min. No new binary/option intents have appeared to trigger a wake since w21 at 13:58 UTC."},"reasoningRead":"Sound β€” solving the right problem. The agent correctly identified that the approval gap (w26) would have blocked the exit, fixed it preemptively, and resumed hold mode. The edge-erosion commentary (1.5–3.1%) is accurate convergence reasoning, not churn β€” the agent understands why edge shrinks as horizon approaches and is not re-deriving its position entry each wake. No spurious activity.","wakeTriggers":["sAAPL oracle price ≀ $277.34 (stop)","sAAPL oracle price β‰₯ $303.75 (forward)","Blockchain nowTs β‰₯ horizonTs (Jun12 20:00 UTC = 1781294400)","New intent with kind=binary, option, OR unknown appears on book","Fallback: Jun11 20:00 UTC (1781208000), 24h before expiry β€” safety floor max(calculated, 4h)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet poster; polymarket-ljuba values these against Polymarket implied probs","available":"CRASHED β€” armed=false/pidAlive=false, 69"},{"agent":"option-writer-matheus","fit":"yes","why":"Posts ETH/BTC options; 17 settled deals, health ok β€” active option supply polymarket-ljuba can evaluate","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Primarily swap-focused; 96 deals, health ok β€” unlikely binary/option poster but possible","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Polymarket-side valuation: watcher wakes on new book intents, but if bear-yosher posted nothing and option-writer-matheus posted nothing in the 532-min window, there was nothing to evaluate. On-book opportunity scan requires a wake β€” with zero triggering intents appearing, the agent correctly stayed dark.","wakeScript":{"wellReasonedForMission":true,"good":["Price-band triggers (stop $277.34 / forward $303.75) are precise, numeric, and fire immediately on oracle crossing β€” correct for a position-monitoring watcher","Horizon trigger uses blockchain nowTs against state.json horizonTs, with a hardcoded fallback β€” avoids clock drift and handles state corruption","Fallback to Jun11 20:00 UTC (24h before expiry) gives deliberate assessment window for maker candidates before the position must exit","Safety floor of max(calculated, 4h) prevents a negative FALLBACK_MS from producing an instant fire if the script runs after the fallback timestamp","New binary/option intent trigger ensures the taker-side mission can fire opportunistically without relying solely on the position-hold path","60s poll cadence is appropriate β€” price moves and new intents are worth checking at this frequency for a live position"],"lacking":["kind === 'unknown' in the new-intent filter is too broad β€” 'unknown' could match uncategorized swap intents, causing spurious wakes that find nothing actionable","No check that a firing 'new binary/option intent' has sufficient liquidity or a counterparty structure the agent can actually evaluate β€” a dust-lot binary would"],"suggestedChange":"Narrow the 'unknown' kind filter: require at minimum that the intent has a field consistent with binary/option structure (e.g., presence of outcome, strike, or expiry fields) before fireWake β€” reduces spurious wakes from miscategorized swap"},"issues":[{"scope":"agent","title":"Binary supply frozen β€” bear-yosher crashed","detail":"bear-yosher is armed=false/pidAlive=false for 692 min. It is the primary BinaryBet poster that polymarket-ljuba evaluates against Polymarket probs. With it crashed, new mispriced binary opportunities cannot appear regardless of the watcher's alertness.","fix":"Resurrect bear-yosher (flash its watcher or manual kick); until then polymarket-ljuba's taker mission is structurally blocked on the binary side."},{"scope":"agent","title":"kind='unknown' trigger too broad","detail":"The new-intent watcher fires on kind === 'unknown' | 'binary' | 'option'. 'unknown' can include miscategorized swaps, causing LLM wakes that find nothing evaluable. 18 of 26 wakes are repeat (no-action) wakes β€” some fraction may be from this.","fix":"Add a structural field check (outcome/strike/expiry present) before fireWake on unknown-kind intents."}],"assessment":"Position is within band and exit mechanics are unblocked (approval tx confirmed w26). The 532-min dark stretch is structurally sound β€” the watcher fires on stop/forward price hits or new binary/option intents, and neither condition has triggered. Binary supply is frozen (bear-yosher crashed, 692 min dark), starving the taker side of the mission, but that's the market's problem not the agent's."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":14,"openIntents":1,"balanceUsd":98.16,"realizedPnl":-1.84,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":856,"wakes":50,"firstWakeMs":1780939200000,"lastWakeMs":1781129280000,"ageMin":57,"lastWhy":"Escalation plan: oracleβ†’+1.47%β†’+2.07%β†’+3%. 4 above-oracle failures, retail BTC sellers not materializing. Posting at hig","repeatWakes":45,"avgGapMin":65,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781185500000,"watching":"BTC intent #1280 resolves (fill/expiry ~23:08 UTC) or stocks open 13:45 UTC June 11","armed":true,"nextFallbackMin":880}},"verdict":{"summary":"Premium-escalation misdiagnosis continues through w43: agent posted #1280 BTC at +3% premium (escalation ladder oracleβ†’+1.47%β†’+2.07%β†’+3%) while current live lot is 4.96 USDC β€” still below the LP's 12 USDC fill floor. The core problem is unchanged since last summary: the agent treats every fill failure as a price-discovery problem and turns the premium dial, ","badge":"WRONG DIAL","confidence":"high","bottomLine":"4.96 USDC live BTC intent (#1280) will expire unfilled for the same reason as prior failures: LP floor β‰₯12 USDC rejects it regardless of the +3% premium the agent just escalated to. The agent has burned 5+ wakes and ~$1.09 in LLM cost this run iterating a pricing variable that isn't the binding constraint.","rootCause":{"class":"structural","evidence":"w38 4 USDC ETH expired; w40b 4 USDC BTC expired; w41 #1261 expired; w43 posts #1280 at +3% β€” all sub-12 USDC lots. LP-Maker-Matheus filled previous deals (6 in settled list) but current lot sizes have shrunk to ~4-5 USDC. The 4 consecutive above-oracle failures the agent itself acknowledges in w43 a"},"reasoningRead":"Disciplined-looking loop solving the wrong problem. The agent's w43 reasoning is internally coherent (track failures, escalate premium) but the escalation ladder oracleβ†’+1.47%β†’+2.07%β†’+3% shares a false premise: that LP rejection is price-driven. LP-Maker-Matheus has a minimum lot floor; a 4.96 USDC lot at +100% premium is still unfillable. Sound reasoning, wrong diagnosis β€” the most common failure","wakeTriggers":["ownIntentResolved fires when #1280 fills or expires","Fallback: stocks open 2026-06-11T13:45:00Z (~894 min)","MISSING: no trigger on LP book to detect if a larger lot would currently fill β€” agent is flying blind on why fills fail"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole crypto swap counterparty; settled 4 of last 6 deals β€” but minimum lot floor (~12 USDC) blocks current 4.96 USDC lots","available":"ok / active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Just resurrected (armed=true/pidAlive=true, 3 fresh LP swaps); could take oracle-priced BTC swaps if arb exists β€” but arb-hunter targets bin","available":"ok / just woke"}],"reliableCounterparties":1,"missedOpportunities":"none confirmed β€” agent scans for favorable takes each wake (w37, w42 both report 'no book opportunities within budget constraints'). No evidence of takeable open swaps it skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exactly the right event for a 'one slice per wake' DCA agent; no spurious wakes","Fallback targets next portfolio-relevant event (stocks open) rather than an arbitrary timer","Zero-LLM, 60s poll cadence is appropriate for intent expiry windows","pidAlive write + fallback arm = correctly structured"],"lacking":["No mechanism to detect lot-size rejection at the watcher level β€” watcher treats 'expired' and 'filled' as the same signal, so the LLM never gets told WHY the in"],"suggestedChange":"On intent expiry (not fill), pass the expiry reason signal to the wake so the LLM can distinguish 'expired unfilled' from 'filled' β€” or hardcode a post-expiry diagnostic: read LP's current minimum lot and include it in the wake context so t"},"issues":[{"scope":"agent","title":"Premium escalation is a misdiagnosis β€” lot size is the binding constraint","detail":"Agent has posted 5+ consecutive sub-12 USDC BTC lots and attributed each failure to insufficient premium. The actual gate is LP-Maker-Matheus's minimum lot floor. Fix: consolidate multiple sub-minimum gaps into a single β‰₯12 USDC lot, or hold BTC DCA until portfolio drift accumulates enough to justif","fix":"Update agent CLAUDE.md / mission guidance: always check LP minimum lot before sizing a slice; if portfolio gap Γ— portfolio value < LP floor, skip this wake and let gap accumulate rather than posting a guaranteed-expire lot."},{"scope":"agent","title":"Escalation ladder is burning wakes and token budget with no path to fill","detail":"w39–w43 = 5 wakes Γ— ~$1.09 last_wake_usd escalating BTC premium oracleβ†’+1.47%β†’+2.07%β†’+3%; realized PnL already -$1.83. Each wake costs ~$1 LLM and posts an intent that expires. Current path reaches +3% with no fill; next step is undefined.","fix":"Add a circuit-breaker: after N consecutive expirations on the same asset, halt and diagnose (log lot size vs LP floor) rather than escalating premium indefinitely."}],"assessment":"4.96 USDC live BTC intent (#1280) will expire unfilled for the same reason as prior failures: LP floor β‰₯12 USDC rejects it regardless of the +3% premium the agent just escalated to. The agent has burned 5+ wakes and ~$1.09 in LLM cost this run iterating a pricing variable that isn't the binding constraint."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":665,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":558,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":856,"wakes":23,"firstWakeMs":1780924988000,"lastWakeMs":1781122016000,"ageMin":178,"lastWhy":"Market-hours rule: stocks cannot trade post-close. sNVDA is the only signal. No crypto dislocations. Best move is wait.","repeatWakes":12,"avgGapMin":149,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781136683097,"watching":"US market open 13:30 UTC June 11 (sNVDA -2.14% buy-dip) or 4h fallback","armed":true,"nextFallbackMin":66}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 0","2h hard fallback","MISSING: process supervisor β€” all 4 triggers are inert because watcher PID is dead; nextFallbackMin=null confirms no external scheduler; no resurrection without"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 10 most-recent settled deals are Swap↔LP-Maker-Matheus; primary swap fill source across 96 deals","available":"alive, health=ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Resurrected this cycle (armed=true/pidAlive=true, 3 fresh LP swaps); could take sharp bait intents if edge clears its gate, but primary focu","available":"alive, health=ok"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swap intents vulture could take; but near budget exhaustion (~24.2 USDC remaining)","available":"alive, health=ok"},{"agent":"bear-yosher","fit":"no","why":"BinaryBet counterparty but crashed 692 min β€” no BinaryBet supply on book","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Unverifiable: watcher blind (PID dead, no scan-edges running). Book shows rebalancer-lior 4.96 USDCβ†’BTC and swing-nikita w23 20 USDC intents live during the dark window; whether either cleared vulture's β‰₯1% edge gate is unknown without a live scan run. Cannot assign fault to the agent for misses it was structurally unable to see.","wakeScript":{"wellReasonedForMission":true,"good":["4 triggers precisely matched to vulture's dual mission (opportunistic take + quote hygiene): edgeβ‰₯1%, pre-expiry, erosion/undercut, 2h fallback","30s poll cadence appropriate β€” responsive to fast-eroding quotes without sub-minute spam","Honeypot pre-seed (IDs 779/836/869) prevents re-firing on confirmed traps","Zero-LLM in watcher loop; scan-edges + check-my-quotes are token-free"],"lacking":["No process supervision: when PID dies all 4 triggers become inert β€” the 2h fallback only fires while the loop is running, making it useless for the failure mode","nextFallbackMin=null confirms no external scheduler as backup"],"suggestedChange":"Add an external watchdog (pm2 watch or a fleet-level cron) that detects watcher PID death and restarts it β€” the wake-script logic is well-reasoned for the mission but entirely useless once the process dies. This is the single highest-levera"},"issues":[{"scope":"agent","title":"Watcher process dead β€” manual restart required","detail":"armed=false, pidAlive=false, nextFallbackMin=null for 495 min. No self-recovery path exists. Last wake w67/14:36 UTC. No CLAUDE.md edits, no wallet activity, no new wakes β€” clean process death.","fix":"Manually restart the vulture-andrew watcher (pm2 restart or re-arm). Wake-script logic is sound β€” no strategy changes needed, only process resurrection."},{"scope":"core","title":"No fleet-level process supervisor for watcher PIDs β€” systemic gap","detail":"Both vulture-andrew and stacker-massimo show pidAlive=false with nextFallbackMin=null. When a watcher PID dies, there is no watchdog to revive it β€” the in-process fallback cannot fire from a dead loop. This failure mode will recur across all agents.","fix":"Add a fleet-level cron or pm2 ecosystem watch that monitors watcher PIDs and restarts dead ones; alternatively, extend the SDK's armWatcher() to register an external ScheduleWakeup that fires even when the in-process loop is dead."}],"assessment":"495 min dark, armed=false/pidAlive=false, nextFallbackMin=null β€” zero self-recovery path. Deals frozen at 38, realized PnL -$2.34 on $61.36 lifetime token spend. Manual restart required; wake-script logic was sound at crash."}}],"unattributed":{"sessions":1060,"tokens":146636473,"usd":75.88,"w5":3283079,"w5Usd":1.33,"hourly":[0,0,0.31,0.44,0.58,0,0.98,0.92,1.21,1.01,0,2.44,1.86,1.27,1.17,2.44,0.53,2.28,2.63,3.56,3.53,2.25,2.07,1.8]},"boardOverhead":{"sessions":1756,"tokens":36133157,"usd":76.88,"w5":2533378,"w5Usd":6.72,"hourly":[1.7,0.92,1.59,1.39,1.12,1.21,0.2,1.28,1.16,1.32,1.14,1.51,1.32,1.24,1.66,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79,0.74]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":994809383,"grandUsd":595.35,"grandSessions":3429,"attributedTokens":812039753,"unattributedTokens":146636473,"boardTokens":36133157,"reassembledTokens":994809383,"tokensBalance":true,"attributionPct":84.7,"multiMatchSessions":113,"sessionsScanned":2681,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":42088,"dedupedMsgs":17754,"rawTokens":2242304983,"dedupedTokens":994809383,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-10T23:03:48.176Z","swarm":{"headline":"3 CRASHED, HUB HOLDS","funnel":{"posted":1292,"settled":130,"conversionPct":10.1,"byTemplate":{"Swap":111,"BinaryBet":15,"Options":4}},"liquidityMap":[{"market":"Swap / LP hub","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Swing-Nikita, Rebalancer-Lior, Momentum-Nikita} | LP-Maker-Matheus ⇄ Vulture-Andrew (CRASHED)","status":"Hub alive (12/12 book, 96 deals); Vulture-Andrew taker offline 495 min; 3 active"},{"market":"BinaryBet","flow":"Bear-Yosher β†’ Mimic-Ljuba (supply frozen)","status":"FROZEN β€” Bear crashed 694 min; board empty across Mimic wakes w55–w60; 7 pre-cra"},{"market":"Options","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"Quiet β€” Writer silent since w41 (8 monitor-only wakes); Taker armed but 201 min "},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker (never deployed)","status":"DARK β€” both address=null; 0 IndexBasket intents in 1,292-intent funnel across 15"}],"causalLinks":[{"cause":"Bear-Yosher process died twice in succession (w40: PID 6802 gone; w41 re-armed watcher also died); 4h fallback set at ~1","effect":"BinaryBet board empty for 694 min; Mimic-Ljuba starved (0 new BinaryBet deals post-crash, wakes w55–w60 all 'edge floor ","evidence":"Bear: armed=false, pidAlive=false, open_intents=0, tokens_5h_usd=0; Mimic: 14/16 settled deals ↔ Bear-Yosher, 0 new BinaryBet since crash"},{"cause":"Vulture-Andrew watcher died at w67/14:36 UTC June 10 with no self-recovery path (wake-watch.js 2h fallback requires live","effect":"9-intent bait suite (IDs 987, 988, 1001, 948, 949 + 4 others) expired unmanaged; LP-Maker-Matheus loses its primary pric","evidence":"Vulture: armed=false, pidAlive=false, nextFallbackMin=null, open_intents=0, tokens_5h_usd=0 for 495 min; LP deal count stalled at 96"},{"cause":"Stacker-Massimo watcher process died between last run (pidAlive=true, nextFallbackMin=129 targeting epoch 1781098200) an","effect":"Market-open epoch 1781098200 (13:30 UTC June 10) fired without response; agent missed its designated buy window; now 542","evidence":"Stacker: armed=false, pidAlive=false, nextFallbackMin=null; health=stuck; prior summary confirmed countdown was on track at 129 min remaining"},{"cause":"Rebalancer-Lior misattributes fill failures to pricing rather than lot size; escalates premium (oracle β†’ +1.47% β†’ +2.07%","effect":"4 consecutive expirations despite reaching +3% premium; LP-Maker-Matheus's 12 USDC fill floor never cleared; current liv","evidence":"w38 4 USDC ETH expired; w40b 4 USDC BTC expired; w41 #1261 expired; w43 #1280 at +3% still sub-12 USDC; LP filled prior Rebalancer deals when lots were larger (6 in settled list)"},{"cause":"Index-Maker never provisioned (address=null); Index-Taker is a pure downstream responder with no independent activation ","effect":"Zero IndexBasket intents in 1,292-intent funnel across 15 observed cycles; entire IndexBasket market segment generates n","evidence":"Both agents: address=null, 0 wakes, $0 lifetime tokens, wake_script_source=null for 15 cycles"},{"cause":"Option-Writer-Matheus has posted no new options since w41 (8 consecutive monitor-only wakes); ETH βˆ’0.08% / BTC βˆ’0.13% be","effect":"Option-Taker-Matheus holding calls #118 and puts #119 (both expiring ~June 11 17–18 UTC) with no new supply to act on; 2","evidence":"Writer: nextFallbackMin=47, armed; Taker: 4 lifetime deals all ↔ option-writer-matheus (0x57F8…B0ff), 0 audited options on book for 201 min"}],"insights":[{"severity":"critical","title":"Bear-Yosher: deal 75 expiry in ~2h, no agent to settle","detail":"Bear crashed 694 min ago (armed=false/pidAlive=false). Deal 75 betExpiry=1781139624 (June 11 00:58 UTC) is live and ~2h from settlement with no Bear process running. If Bear does not restart before expiry, the deal resolves without agent action β€” potential loss of position.","evidence":"Bear: tokens_5h_usd=0, open_intents=0, watcher dead; deal 75 betExpiry confirmed in summary; w41 4h fallback definitively expired","scope":"fleet","fix":"Manually restart Bear-Yosher immediately; settlement action required before 00:58 UTC June 11"},{"severity":"critical","title":"Vulture-Andrew 495 min dark, no self-recovery, bait suite gone","detail":"Crashed at w67/14:36 UTC June 10. Full 9-intent bait suite (IDs 987, 988, 1001, 948, 949 + 4) expired unmanaged. No resurrection path: wake-watch.js 2h fallback requires a live process. 38-deal arbitrage engine offline, removing a key source of LP price signal.","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, tokens_5h_usd=0, open_intents=0 for 495 min; bait suite confirmed expired","scope":"fleet","fix":"Manually restart Vulture-Andrew; re-post bait suite post-restart"},{"severity":"critical","title":"Stacker-Massimo missed market-open epoch, watcher dead","detail":"Prior run confirmed watcher alive at nextFallbackMin=129 targeting epoch 1781098200 (13:30 UTC June 10). Now armed=false/pidAlive=false β€” watcher died before epoch fired or during it. 542 min dark; missed the buy window by design-enforced window (09:30–16:00 ET). Next US market open is ~June 11.","evidence":"Stacker: armed=false, pidAlive=false, nextFallbackMin=null, health=stuck; prior summary countdown was on track; 2 prior deals confirm LP path works when watcher runs","scope":"fleet","fix":"Manually restart Stacker-Massimo; re-arm before June 11 09:30 ET market open"},{"severity":"warn","title":"Rebalancer-Lior: lot-size diagnosis failure, premium escalation futile","detail":"Agent escalated premium to +3% across 4 consecutive failures while holding lot size at ~4–5 USDC β€” below LP-Maker-Matheus's 12 USDC fill floor. Current intent #1280 (4.96 USDC BTC at +3%) will expire for the same reason as #1261, w40b, w38. The premium dial is the wrong instrument.","evidence":"6 prior Rebalancer fills all ↔ LP-Maker-Matheus at larger lot sizes; w43 posts 4.96 USDC; LP fill floor confirmed 12 USDC from open book (12 USDC β†’ 0.000197 BTC live intent)","scope":"fleet","fix":"Fix Rebalancer-Lior CLAUDE.md / logic: escalate lot size (β‰₯12 USDC) not premium; premium is secondary once lot clears the fill floor"},{"severity":"warn","title":"BinaryBet market frozen: sole supply source dark 694 min","detail":"Bear-Yosher is the only BinaryBet maker; crash has emptied the board for 694 min (Mimic wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty'). 7 pre-crash Bear↔Mimic deals remain in-flight (oracle-settled, safe), but zero new BinaryBet supply entering market. Mimic self-posted one attempt but no counterparty exists.","evidence":"Mimic: 14/16 settled BinaryBet ↔ Bear-Yosher; w55–w60 'board empty'; open book shows 0 BinaryBet intents; Bear armed=false/pidAlive=false","scope":"fleet","fix":"Restart Bear-Yosher (primary fix); secondary: consider core-level BinaryBet supply redundancy so single-agent crash doesn't freeze entire market"},{"severity":"warn","title":"LP-Maker-Matheus is sole swap hub; 2 of 5 takers crashed","detail":"LP-Maker-Matheus (12/12 book, 96 deals) is the only functioning swap liquidity source. With Vulture-Andrew (495 min dark) and Bear-Yosher (694 min dark) both offline, active taker set reduced to Arb-Hunter-Tom (edge dry, 18 consecutive waits), Swing-Nikita (nearly budget-deployed), and Rebalancer-Lior (lot-floor blocked). Deal velocity constrained by taker fragility, not LP quality.","evidence":"LP reliableCounterparties=5; Vulture+Bear both stuck/crashed; LP deals 95β†’96 (+1 this cycle) vs prior cadence","scope":"fleet","fix":"Restart crashed takers (Vulture, Bear) to restore swap demand against LP's full book"}],"fleetMoves":[{"scope":"fleet","action":"URGENT: Restart Bear-Yosher now β€” deal 75 (BinaryBet, betExpiry 1781139624) expires June 11 00:58 UTC (~2h); settlement action required before that timestamp"},{"scope":"fleet","action":"Restart Vulture-Andrew β€” 495 min dark, no self-recovery, 9-intent bait suite expired; re-post bait suite post-restart to restore LP price-discovery signal"},{"scope":"fleet","action":"Restart Stacker-Massimo β€” watcher dead, missed 13:30 UTC epoch; re-arm before June 11 09:30 ET market open (next valid buy window)"},{"scope":"fleet","action":"Fix Rebalancer-Lior: escalate lot size to β‰₯12 USDC (LP fill floor) instead of escalating premium; current sub-12 USDC lots cannot fill regardless of price"},{"scope":"core","action":"Add watcher process supervisor / auto-resurrection β€” Bear, Vulture, and Stacker all died with no self-recovery; a shared watchdog that re-execs wake-watch.js on exit would prevent all three crises"}],"at":"2026-06-10T23:05:59.109Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB HOLDS, 3 CRASHED","healthDelta":"Arb-hunter-tom resurrected (prior: armed=false/pidAlive=false; now armed=true/pidAlive=true, 3 fresh LP-Maker-Matheus swaps in deal list, nextFallbackMin=7) β€” the one positive delta; stacker-massimo lost its watcher arm since last run (prior: pidAlive=true awaiting epoch 1781098200/13:30 UTC June 10","focusAreas":["Arb-hunter-tom shows armed=true/pidAlive=true + 3 recent LP swap deals, but deal counter still reads 11 β€” confirm whether these are net-new fills or pre-existing history re-displayed","Stacker-massimo: new armed=false/pidAlive=false status with health=stuck β€” prior run had pidAlive=true/nextFallbackMin=129 targeting epoch 1781098200 (13:30 UTC); 542 min dark means epoch fired ~8.5h ","Rebalancer-Lior's 4.96 USDCβ†’BTC intent is live on the open book (20 min left) β€” sub-LP-minimum lot, likely expires unfilled again; agent has now posted multiple sub-12 USDC lots without diagnosing the","Swing-nikita near budget exhaustion: 56 USDC committed across 3 DCA slices, ~24.2 USDC remaining, w23 20 USDC intent visible on book (18 min left)","BinaryBet market frozen: bear-yosher 692 min dark = zero new BinaryBet supply; mimic-ljuba's sole deal source gone; 7 Bear↔Mimic live deals are pre-crash in-flight only"],"perAgentFocus":{"arb-hunter-tom":"Resurrection confirmed by watcher state (armed=true/pidAlive=true/nextFallbackMin=7) and 3 LP-Maker-Matheus swap deals in the recent list β€” but deal count is still 11: are these 3 deals net-new (counter lag) or pre-existing history? And is ","bear-yosher":"692 min dark, armed=false/pidAlive=false, health=stuck β€” no change from last run. Is there any resurrection artifact (process restart, wallet activity, CLAUDE.md edit) that appeared since last summary, and what is the minimum intervention r","index-maker":"14th consecutive null cycle, zero on-chain trace, $0 lifetime tokens, never deployed. What is the concrete blocker preventing first boot β€” is this a missing CLAUDE.md, an unfunded wallet, or an unresolved mission ambiguity β€” and is this age","index-taker":"Upstream index-maker has never posted a single IndexBasket intent (funnel grew to 1292 total, still zero IndexBasket). Is there any independent activation path for index-taker, or is it correctly dormant pending upstream, and should it be d","lp-maker-matheus":"Open intents consolidated from 15β†’11 (legacy dups resolved?) and deals ticked 95β†’96 (+1); BTC ask gap was the persistent single gap last run. Did the book consolidation clear the dup issue cleanly, is BTC ask still the only gap, and do the ","mimic-ljuba":"Bear-Yosher has been dark 692 min with zero new BinaryBet flow; Mimic's last wake was 155 min ago (nextFallbackMin=6, pidAlive=true). With the BinaryBet board empty, is Mimic's self-originated strategy producing any fills, or is it correctl","momentum-nikita":"Baseline captured at w17 (~428+ min ago and growing each cycle) is now stale by any momentum standard. Has the stale baseline produced any misfired signals since last summary, and given nextFallbackMin=305, when will the watcher next run β€” ","option-taker-matheus":"Holds sNVDA call #118 (expiry ~17:37 UTC June 11) and put #119 (expiry ~18:31 UTC June 11) β€” both still ~19-20h from expiry. Has option-writer-matheus posted any new option supply since the prior summary, and are these two positions trackin","option-writer-matheus":"4 consecutive monitor-only wakes (w42–w45), Engine 1 paused pending vol spike β‰₯1% from ETH 1618.44/BTC 61520.62 baselines. Has any vol event occurred since w45, and is the 56-min fallback cadence fine-grained enough to catch a real vol spik","polymarket-ljuba":"530 min dark but armed=true/pidAlive=true with nextFallbackMin=1271 (~21h out) β€” correctly patient. Is the sAAPL position ($290.79 entry, stop $277.34, forward $303.75, horizon Jun 12 20:00 UTC) still within band, and does the current Polym","rebalancer-lior":"Open 4.96 USDCβ†’BTC intent is live on the book (confirmed, 20 min left) and is sub-LP-minimum (LP floor=12 USDC, lot=4.96 USDC). Prior summaries flagged this as a root-cause misdiagnosis β€” agent iterates on oracle-premium while the real bloc","stacker-massimo":"Prior run: pidAlive=true, nextFallbackMin=129, awaiting epoch 1781098200 (13:30 UTC June 10). Now: armed=false/pidAlive=false/nextFallbackMin=null, health=stuck, last_wake=542 min (~13:05 UTC). Did the epoch-triggered wake fire and then cra","swing-nikita":"Three-wake DCA sequence (w21–w23): 56 USDC committed, ~24.2 USDC remaining; w23's 20 USDC intent is on the open book with 18 min left. Has w23 settled or is it still open, has the dislocation deepened further (prior: βˆ’2.18% at w23), and is ","vulture-andrew":"493 min crashed (armed=false/pidAlive=false), 9-intent bait suite expired unmanaged, deals frozen at 38. No change from last summary β€” confirm zero resurrection signal (no new wakes, no wallet activity, no CLAUDE.md edit), and flag whether "},"ctas":[{"scope":"agent","text":"Restart bear-yosher β€” 692 min dark, sole source of BinaryBet flow for mimic-ljuba; market frozen without it"},{"scope":"agent","text":"Restart vulture-andrew β€” 493 min dark, 9-intent bait suite expired unmanaged; fleet loses its misprice-hunter and baited-fill income"},{"scope":"agent","text":"Diagnose stacker-massimo crash: check whether epoch-triggered wake fired and failed to re-arm, or watcher died pre-epoch; 542 min dark with health=stuck"},{"scope":"agent","text":"Fix rebalancer-lior lot-size: every recent BTC lot is sub-12 USDC (LP floor); agent must either post β‰₯12 USDC lots or find an alternate counterparty β€” oracle-premium tuning is solving the wrong proble"},{"scope":"agent","text":"Restart momentum-nikita watcher to refresh stale baseline (captured 428+ min ago at w17); current baseline renders momentum signals unreliable"},{"scope":"fleet","text":"Deploy index-maker β€” 14 consecutive null cycles, never booted; index-taker is permanently blocked until it posts a single IndexBasket intent"}],"at":"2026-06-10T22:51:48.710Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T00:09:06.842Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":81.72,"used7d":null,"used7dUsd":605.8,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":55.4,"estPct7d":42.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":157.3,"estPct7d":101.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":146.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":83.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":117070957,"w7":748741640,"tot":748741640},"haiku":{"w5":21348696,"w7":266818779,"tot":266818779}},"fleet":{"agentsUp":12,"lifetimeTokens":1015580230,"lifetimeUsd":605.8,"sessions":3496,"deals":133,"openIntents":11,"totalIntents":1309},"oracle":{"USDC":1,"ETH":1622.12,"BTC":61550.99,"SSV":2.17,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T00:05:34.367Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0,0.58,0,0,0.5,0.15,0.84,1.51,0.45,0,0,0,0,0.52,0.41,0,0,0,0.41],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.18,"realizedPnl":0.18,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":814,"wakes":193,"firstWakeMs":1780927992000,"lastWakeMs":1781134140000,"ageMin":40,"lastWhy":"bestTake=null on both surfaces. No binary bets. Best swap near-miss #1294 +371bps mBTC unaffordable. SSV +100bps gap dir","repeatWakes":179,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781138073845,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":25}},"verdict":{"summary":"Counter still at 11 β€” no net-new fills in w192–w193 (+2 wakes since last run, now 20+ consecutive waits). One credible near-miss: w193 logged SSV +100bps gap but the direction check appears to have blocked it (log truncated mid-rejection: 'SSV +100bps gap dir ->'). Binary bet surface structurally dead β€” Bear-Yosher 752 min crashed = zero binary bets posting.","badge":"Edge drought, SSV near-miss","confidence":"high","bottomLine":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (752 min dark) is the sole binary bet poster β€” 0 binary bets in book across w186–w193. LP-Maker-Matheus active (97 deals) but BTC/ETH clips exceed balance; SSV-sell path hit +100bps at w193 but was direction-rejected. Rebalancer-Lior #1280 is +271bps but clip unaffordable."},"reasoningRead":"Sound and disciplined β€” correctly skipping unaffordable BTC/ETH clips, surfacing CEX margins per wake, logging near-misses precisely. The 100bps SSV block at w193 may be correct (direction genuinely wrong) or a logic false-negative β€” truncated log makes it unverifiable. Reasoning solves the right problem; the edge drought is the market's fault, not the agent's.","wakeTriggers":["Binary bet appears (BINARY_BET_HASHES matched, intentId > HIGH_WATER=1302)","SSV-sell intent appears (clip ≀ 1.7714, implied β‰₯ CEXΓ—1.001)","30-min hard fallback","MISSING: no trigger for ETH/BTC swaps when/if wallet balance grows sufficient (acknowledged structural gap)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 97 deals, ok health; SSV-sell path is the live edge; BTC/ETH clips structurally unaffordable","available":"Active"},{"agent":"bear-yosher","fit":"yes","why":"Sole binary bet poster; arb's primary surface depends on it","available":"CRASHED β€” 752 min dark, zero bets postin"},{"agent":"mimic-ljuba","fit":"maybe","why":"Could post binary bets arb could take; 16 deals, ok health β€” no evidence of recent binary bet posts","available":"Active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posted #1280 (+271bps) and #1294 (+371bps) β€” both mBTC, both unaffordable clip","available":"Active but intents unaffordable"}],"reliableCounterparties":1,"missedOpportunities":"Possible: SSV +100bps gap at w193 blocked by direction check β€” if the direction rejection is a false negative (e.g. leg polarity check inverted), this was a fillable trade. mBTC #1294 +371bps is a balance-floor miss, not a logic miss. Binary surface: no bets to take, no opportunity to miss.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER filter (id > 1302) prevents spurious re-fires on stale intents","Binary bet template hash set is precise β€” no false positives","SSV CEX fetch with 30s cache limits external call rate","SSV_BALANCE guard (clip ≀ 1.7714) prevents overfill","30-min fallback is appropriate cadence for a taker waiting on book events","Skips BTC/ETH/stocks explicitly to reduce structural churn β€” correct given balance constraints"],"lacking":["SSV_BALANCE hardcoded at 1.7714 β€” stale after any fill, requires manual script update","Direction rejection at w193 is silent: 'SSV +100bps gap dir ->' truncated with no logged detail β€” cannot verify if correct or a bug"],"suggestedChange":"Log the exact direction-check rejection path when a β‰₯50bps SSV gap is blocked (print which leg is wrong-direction and at what implied price) β€” this is the one change that makes the w193 near-miss verifiable and either confirms correct behav"},"issues":[{"scope":"agent","title":"SSV_BALANCE hardcoded β€” stale after fills","detail":"SSV_BALANCE = 1.7714 is a literal in the script source. If arb-hunter-tom fills an SSV-sell intent, the constant is stale until the next manual script update, and the balance guard will over-restrict or under-restrict fills.","fix":"Fetch SSV wallet balance live via belt at each poll iteration (or once per wake) instead of using a hardcoded literal."},{"scope":"agent","title":"Direction rejection at w193 unverifiable β€” potential missed fill","detail":"w193 logged 'SSV +100bps gap dir ->' with the reasoning truncated. The +100bps exceeds the 50bps MIN_CEX_MARGIN_PCT threshold, so the only remaining gate is the direction check. If that check inverts the legs (wantsLeg/givesLeg polarity), a valid 100bps trade was blocked.","fix":"Add a verbose log line inside the direction-check branch: print the intent id, clip, impliedPrice, ssvCex, and which direction leg is failing so the next wake can confirm correct or incorrect rejection."},{"scope":"core","title":"Bear-Yosher crash eliminates binary bet supply fleet-wide","detail":"Bear-Yosher (752 min dark, armed=false/pidAlive=false) is the primary binary bet poster. With it crashed, arb-hunter-tom's binary surface has been structurally dead for 12+ hours β€” 0 binary bets in book across all recent wakes.","fix":"Fleet: resurrect Bear-Yosher or route binary bet posting to Mimic-Ljuba as a temporary supply source so the taker surface has material to work with."}],"assessment":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.77,1.09,0.74,0.82,2.65,1.69,2.45,0.7],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":773,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":772,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 694 min dark (+120 min since last summary). No resurrection artifacts: armed=false, pidAlive=false, open_intents=0 (intent 869 expired unfilled during downtime), tokens_5h_usd=0. The w41 4h fallback (~15:17 UTC June 10) definitively dead β€” 7.5h past that timestamp. Deal 75 betExpiry 1781139624 (June 11 00:58 UTC) is NOW ~2h away β€” a live time-sensitive e","badge":"CRASHED, DEAL 75 URGENT","confidence":"high","bottomLine":"694 min dark, no sign of self-recovery. Deal 75 (betExpiry June 11 00:58 UTC) is ~2h out β€” the dead watcher cannot fire the planned 5-min-early alert. Manual wake needed now or deal 75 settlement window is missed. The 7 Bear↔Mimic settled entries remain pre-crash; 17 total deals is unchanged.","rootCause":{"class":"structural","evidence":"Watcher process died twice in succession: w40 noted 'PID 6802 gone', w41 re-armed a new watcher, that watcher also died (armed=false/pidAlive=false/nextFallbackMin=null now). 4h fallback set at w41 (~15:17 UTC June 10) did not fire β€” process died before it could. No wallet activity (tokens_5h_usd=0)"},"reasoningRead":"The agent's logic through w41 is sound β€” it correctly maintained the exactly-one-resting invariant, tracked deal 75's betExpiry, set adverse-price thresholds, and re-armed on each wake. The failure is not reasoning quality but watcher process survival: two consecutive watcher deaths in ~4h windows is a platform/runtime fault, not a mission or strategy error.","wakeTriggers":["Intent 869 fill or expiry (expired ~hours ago, watcher was dead)","New BinaryBet on book (seenBinaryIds baseline, fires on delta)","ETH > $1,644.17 (+1.5% from $1,619.82)","BTC > $62,011.60 (+1.5% from $61,094.98)","Deal 75 near-expiry: fires at 1781139324ms (00:53 UTC June 11)","4h fallback (~15:17 UTC June 10) β€” MISSED, process dead"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 7 BinaryBet settled deals are Bear↔Mimic; mimic-ljuba takes BELOW-strike BinaryBets bear-yosher posts β€” direct dependency","available":"health=ok, 16 deals, awake β€” but starved"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Arb-hunter takes near-decided binary bets; could theoretically take bear-yosher's BELOW-strike posts if sufficiently near expiry","available":"armed=true/pidAlive=true, 11 deals, acti"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only counterparty; no BinaryBet role","available":"health=ok, 96 deals"}],"reliableCounterparties":1,"missedOpportunities":"Intent 869 expired unfilled during ~11.5h dark window β€” no bear anchor visible to mimic-ljuba or arb-hunter for that entire period. New BinaryBet detection was also blind (watcher dead), so any externally-posted BinaryBet bear-yosher could have taken went undetected. Exact count unmeasurable: watcher blind to book since w41.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (869) β€” correct trigger for a maker maintaining exactly-one-resting invariant","Scans for new BinaryBets via delta set (newMatches against seenBinaryIds) β€” precise, no false positives on stale book","Adverse price gates (+1.5% ETH/BTC) are correctly directional for a crypto-bear: exits if conviction invalidated","Deal 75 near-expiry firing 5 min early (DEAL75_FIRE_AT_MS) is a thoughtful settlement prep trigger","4h fallback present; zero-LLM; 60s poll cadence appropriate for crypto price volatility"],"lacking":["No self-resurrection path: if the watcher process dies (as it has twice), nothing brings it back β€” armWatcher has no supervisor","fallbackMs=4h is the ONLY out-of-band recovery, and it failed when the process died before 4h elapsed"],"suggestedChange":"Add a cron-level fallback independent of the watcher process β€” e.g., a 2h system cron that checks pidAlive and triggers a manual wake if false. The in-process 4h fallback cannot save a dead process; only an external watchdog can."},"issues":[{"scope":"core","title":"Watcher process dies without external resurrection path","detail":"Bear-yosher's watcher has died twice in succession (w40 PID 6802, w41 successor). armWatcher's 4h fallback cannot fire if the process is dead. No supervisor, cron, or external watchdog exists to detect pidAlive=false and restart. This is a fleet-wide platform gap β€” any agent whose watcher dies is pe","fix":"Implement a fleet-level watchdog (cron or supervisor) that polls pidAlive for all agents on a 15-30 min interval and triggers a wake on false. This is a core/SDK concern, not per-agent."},{"scope":"agent","title":"Deal 75 betExpiry in ~2h β€” time-critical, watcher cannot fire","detail":"Deal 75 betExpiry is 1781139624 (June 11 00:58 UTC), ~2h from now. The w41 watcher was set to fire at 00:53 UTC (5 min early) for settlement prep. With watcher dead, this event will be missed unless the agent is manually woken before 00:53 UTC.","fix":"Manual wake of bear-yosher immediately. On next wake the agent should detect deal 75 near-expiry and handle settlement. Priority window closes in ~2h."}],"assessment":"694 min dark, no sign of self-recovery. Deal 75 (betExpiry June 11 00:58 UTC) is ~2h out β€” the dead watcher cannot fire the planned 5-min-early alert. Manual wake needed now or deal 75 settlement window is missed. The 7 Bear↔Mimic settled entries remain pre-crash; 17 total deals is unchanged."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"16th consecutive null cycle β€” zero delta confirmed. address=null (no wallet ever provisioned), 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false with no fallback scheduled. No operator action detected since last run. Health record remains 'unknown' β€” not a runtime crash, simply never initialized. Counterpart index-taker ","badge":"UNPROVISIONED, NO CHANGE","confidence":"high","bottomLine":"Confirmed 16th null cycle. All metrics zero or null; no wallet, no wake script, no watcher fallback, no on-chain trace. This is not a crash β€” the agent was never started. The IndexBasket market (BTC+AAPL+NVDA) cannot form until an operator provisions a funded address.","rootCause":{"class":"structural","evidence":"address=null in snapshot; tokens_lifetime_usd=0; wakes=0; wake_script_source=null; settled_deals='not-indexed'; no watcher armed or scheduled"},"reasoningRead":"N/A β€” agent has never executed a reasoning cycle. Cannot assess.","wakeTriggers":["MISSING: no watcher exists; nothing can fire this agent until a wallet is provisioned and a wake script is deployed"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed as the SHORT-side counterparty for LONG IndexBasket intents this agent would post","available":"also unprovisioned β€” address=null, same "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run; no book presence to evaluate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Provision a funded address first; the wake script question is moot until then"},"issues":[{"scope":"agent","title":"No wallet provisioned β€” agent is structurally inert","detail":"address=null in snapshot record for the 16th consecutive cycle. No funded address means no intent can be posted, no watcher can operate with real keys, and no on-chain activity can exist. This is an operator action item, not a runtime failure.","fix":"Operator must provision a funded USDC address and deploy a wake script for index-maker (and symmetrically for index-taker) before the IndexBasket segment can participate in the fleet."}],"assessment":"Confirmed 16th null cycle. All metrics zero or null; no wallet, no wake script, no watcher fallback, no on-chain trace. This is not a crash β€” the agent was never started. The IndexBasket market (BTC+AAPL+NVDA) cannot form until an operator provisions a funded address."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"16th consecutive null cycle β€” zero delta again. Funnel grew 1292β†’1303 (+11 intents this cycle), still zero IndexBasket anywhere. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens, unchanged across all dimensions. Index-maker (health=unknown, 0 deals, 0 intents ever) has never posted the upstream instrument; until it does, inde","badge":"BLOCKED: MAKER DARK","confidence":"high","bottomLine":"16 consecutive null cycles; 1303 intents in funnel, zero IndexBasket. Index-taker is structurally blocked: it is a pure downstream responder and index-maker has never posted a single IndexBasket intent. This is not an index-taker failure β€” it is an index-maker deployment failure.","rootCause":{"class":"structural","evidence":"1303 total intents in funnel, 0 IndexBasket template observed across all cycles. Index-maker: health=unknown, 0 deals, 0 intents ever. Index-taker: 0 wakes, $0 tokens lifetime, wake_script_source=null β€” never activated."},"reasoningRead":"No reasoning to evaluate β€” agent has never woken. The agent's design (fail-closed audit before crossing) is sound in principle, but it is entirely moot until index-maker produces an intent to audit.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” cannot trigger on IndexBasket intents appearing in the book","MISSING: no fallback cadence β€” nextFallbackMin=null, so no heartbeat or periodic re-check"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole upstream producer of IndexBasket intents; index-taker has no other counterparty","available":"dark β€” health=unknown, 0 deals, 0 intent"}],"reliableCounterparties":0,"missedOpportunities":"none β€” zero IndexBasket intents have appeared in the 1303-intent funnel across 16 cycles; nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all; agent cannot observe the book or respond to any event","no fallback heartbeat means no periodic check even if index-maker eventually posts"],"suggestedChange":"Deploy a wake script that polls the intent book for IndexBasket template intents on a reasonable cadence (e.g. every 5–10 min fallback); trigger an audit+cross attempt immediately when one appears. Without this, even if index-maker activate"},"issues":[{"scope":"agent","title":"No wake script deployed","detail":"wake_script_source=null β€” index-taker has no watcher and cannot activate under any condition, even if index-maker posts an IndexBasket intent tomorrow.","fix":"Write and deploy current.ts for index-taker: poll for IndexBasket intents in the book, fire on match, include a 5–10 min fallback."},{"scope":"agent","title":"Dependent on index-maker which has never activated","detail":"Index-maker (health=unknown, 0 deals) has never posted a single IndexBasket intent across 1303 funnel intents. Index-taker's entire mission is gated on this. Both agents are effectively undeployed.","fix":"Prioritize deploying index-maker first β€” index-taker is useless without it. Confirm index-maker has a funded pool, a wake script, and a working indexer endpoint before debugging index-taker further."}],"assessment":"16 consecutive null cycles; 1303 intents in funnel, zero IndexBasket. Index-taker is structurally blocked: it is a pure downstream responder and index-maker has never posted a single IndexBasket intent. This is not an index-taker failure β€” it is an index-maker deployment failure."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":409,"msgs":9304,"total":586051721,"totalUsd":337.2,"w5":132452933,"w5Usd":73.83,"w5PctPool":53,"w7":586051721,"w7Usd":337.2,"w7PctPool":24.4,"w5Son":112842804,"w7Son":478347035,"hourly":[8.6,5.8,7.81,24.03,27.59,10.97,3.22,3.34,17.22,22.81,13.51,14.06,16.66,10.29,13.95,3.8,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T00:06:54.332Z","tokens":764274,"usd":0.17,"msgs":16}},"onchain":{"deals":98,"openIntents":9,"balanceUsd":745.27,"realizedPnl":8.34,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":920,"wakes":89,"firstWakeMs":1781018900000,"lastWakeMs":1781135550000,"ageMin":17,"lastWhy":"#1292/#1296 inverted by oracle rise β€” free options removed immediately. #1295 ETH bid -38.4bps too wide to rebuild thin ","repeatWakes":82,"avgGapMin":22,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781138096026,"watching":"old cluster pre-expiry ts 1781136972 (~00:36 UTC) or new fillable swap | 40min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":53,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0,0.24,0,0,0,0,0.38,0.2,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":814,"wakes":70,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":219,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":56,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781139475487,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60 min fallback)","armed":true,"nextFallbackMin":49}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.91,"realizedPnl":-0.09,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":832,"wakes":21,"firstWakeMs":1780940859000,"lastWakeMs":1781135880000,"ageMin":11,"lastWhy":"SSV slow momentum 6.00pp gap decisively above 2pp edge. Took resting book order #1304 at fair value immediately (expires","repeatWakes":19,"avgGapMin":163,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781164659667,"watching":"intent-1309 resolve / new SSV seller / US open 13:30 UTC / 8h fallback","armed":true,"nextFallbackMin":469}},"verdict":{"summary":"Building on w17 (13:43 UTC, 428 min ago): SSV was persistent near-leader, gap threshold unmet, sNVDA correctly filtered as laggard. Nothing has changed in the market signal β€” agent has been correctly dormant since w17. The prior-flagged baseline-staleness issue has grown: the w17 watcher process captured its baseline at first-poll ~428 min ago and has been c","badge":"PATIENT, STALE BASELINE","confidence":"medium","bottomLine":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure.","rootCause":{"class":"counterparty-starved","evidence":"Intent #745 ($51.25 USDC SSV swap, 1h window) expired unfilled due to illiquidity; re-posted with 8h window, still unfilled. LP-Maker-Matheus (94 deals, 10 live quotes) is the only swap hub β€” but timing/expiry windows have prevented a fill. No open intents currently."},"reasoningRead":"Sound reasoning solving the right problem. Correctly applies 2pp relative-gap filter (not absolute move), correctly identifies SSV as near-leader vs sNVDA as laggard. The agent is not churning β€” it's correctly filtering noise across 17 wakes. The risk is measurement quality (stale baseline) rather than flawed logic.","wakeTriggers":["Relative gap β‰₯2pp between any two assets' returns vs baseline (60s poll)","4h fallback (~57 min from now)","MISSING: baseline-age cap β€” no re-capture if baseline is >N hours old; currently 428 min stale with no refresh until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole swap hub with 10 live quotes and $65.96/5h burn β€” should fill a delivered swap at momentum-sized notional (>>12 USDC floor)","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Natural counterparty if momentum direction is opposite to Lior's rebalance target, but lot-size mismatch (Lior posts 4 USDC vs momentum's ~5","available":"ok, active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: the stale 428-min baseline means the watcher may have failed to fire on a legitimate momentum gap that opened and partially closed since 13:43 UTC. Without a rolling baseline, intermediate leadership separations β‰₯2pp are invisible to this watcher after the first reading.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured from LIVE oracle at first poll β€” not hardcoded from prior wake; this was the correct fix","Measures relative gap between assets (leader vs runner-up), which is the actual decision variable for momentum rotation","Full 6-asset universe (BTC, ETH, SSV, sAAPL, sNVDA, sMSFT) matches the mission's 'hunt strongest mover'","Skips oracle-read failures rather than firing on incomplete data","4h fallback is appropriate cadence for a patient momentum agent; 60s poll is reasonable"],"lacking":["No baseline-age cap: the baseline set at process start (now 428 min old) is never refreshed within a long-running loop β€” a 2pp gap that opened and closed since ","w16 logs reference 'both lookbacks' but this script has only one baseline; the discrepancy suggests the LLM may be reasoning about a dual-lookback design that i"],"suggestedChange":"Add a baseline-age cap: if `Date.now() - baselineCapturedAt > 2 * 3600_000`, null out `baseline` so the next poll re-captures it live. This converts the current 'stale until fallback' behavior into a self-refreshing sliding window without c"},"issues":[{"scope":"agent","title":"Baseline ages unboundedly within a single watcher process","detail":"The baseline captured at first poll is now 428 min old. A momentum gap that opened and closed in that window was invisible to the watcher. The fallback in ~57 min will fix the current staleness, but every 4h cycle has the same decay β€” by hour 3 the baseline is already 3h stale.","fix":"In the watcher loop, track `baselineCapturedAt = Date.now()` and reset `baseline = null` when age exceeds 2h. The next poll re-derives from live oracle. No structural change to the trigger logic required."},{"scope":"agent","title":"'Both lookbacks' mentioned in w16 but not implemented in w17 script","detail":"w16 log: 'Edge threshold unmet on both lookbacks.' The live w17 script has one baseline (first-poll snapshot). Either the LLM is hallucinating a dual-lookback it didn't deploy, or w16 used a different script. If dual-lookback (e.g., 30min + 4h baseline) was intended, it improves signal quality but i","fix":"Audit w16's deployed watcher source (if archived) against w17's. If dual-lookback was intentional, add a secondary rolling baseline (e.g., re-captured every 60 min) alongside the process-start baseline to confirm signal across timeframes."}],"assessment":"Agent correctly idle through 17 wakes with no 2pp leadership gap. The ~428-min-stale baseline is the active risk: the current watcher is measuring momentum vs ancient prices, but the fallback in ~57 min restarts the LLM cycle and deploys a fresh watcher β€” the issue is self-healing. 1 settled deal, -$0.73 realized PnL reflects thin market, not mission failure."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":817,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":338,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":1004}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0.35,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":95.93,"realizedPnl":-12.07,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":817,"wakes":58,"firstWakeMs":1780947228000,"lastWakeMs":1781134048000,"ageMin":42,"lastWhy":"Engine 1 paused indefinitely (7 unfilled options proved calm market has zero buyer demand for premium). Engine 2 stable ","repeatWakes":5,"avgGapMin":66,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781143597823,"watching":"vol spike β‰₯1% (any asset) OR ranking rotation (worst-2 stocks) OR new buyer option intent OR 120-min fallback","armed":true,"nextFallbackMin":118}},"verdict":{"summary":"sMSFT rotation (w41, 0x1091 @ 405/unit) remains the last trade; now 8 consecutive monitor-only wakes (w42–w49). ETH drifted βˆ’0.08% (1618.44β†’1617.16) and BTC βˆ’0.13% (61520.62β†’61439.38) since prior baselines β€” both well below the 1% fire threshold, confirming no vol event occurred. Book slipped further to $95.66–$95.71 (prior: $96.03, drawdown now ~βˆ’4.3%, far ","badge":"PATIENT, ENGINE 1 DARK","confidence":"high","bottomLine":"No vol event since w45; ETH/BTC drifted <0.15%, Engine 1 correctly dark. The 60-min fallback is a heartbeat only β€” the watcher catches vol spikes every 60 s. Agent is well-behaved; the only missing counterparty is an option buyer (option-taker-matheus has 4 lifetime deals but no active option-buying intents visible on book).","rootCause":{"class":"maker-only","evidence":"Engine 1: 7 prior unfilled options, 0 open option intents on book now, option-taker-matheus (4 lifetime deals) is live but not posting option-buy requests. Engine 2: no ranking rotation, no allocation drift >5% β€” correctly idle. Market's fault, not agent's."},"reasoningRead":"Sound and solving the right problem. The agent empirically validated Engine 1 pause (7 unfilled options = no demand signal); Engine 2 pause is correct (no drift trigger). Baseline prices updated each run. The monitor loop is disciplined β€” $0 token spend over 5 h is appropriate for a paused engine waiting on an exogenous trigger.","wakeTriggers":["vol spike β‰₯1% on ETH/BTC/sNVDA/sMSFT/sAAPL (polled every 60 s)","new 'unknown'-kind intent on book (option buyer proxy)","new tradable intent in agent's universe (USDC/ETH/BTC/sNVDA/sMSFT/sAAPL)","60-min fallback heartbeat","MISSING: ranking rotation signal (Engine 2 could fire on a new worst-2 rotation without relying on the heartbeat)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Direct buyer for Engine 1 options; 4 lifetime deals, health=ok","available":"alive but not posting option-buy intents"},{"agent":"lp-maker-matheus","fit":"yes","why":"Swap counterparty for Engine 2 portfolio swaps; 96 deals, deep liquidity","available":"ok, active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced Options/BinaryBets; 2 deals β€” could take Engine 1 options if priced attractively vs Polymarket","available":"ok, 2 deals lifetime β€” thin"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no option-buy intents posted by anyone since w45; Engine 2 correctly idle (no drift). Watcher is monitoring the book for new intents every 60 s, so any opportunity appearing would be caught promptly.","wakeScript":{"wellReasonedForMission":true,"good":["Polls prices every 60 s β€” vol detection is fine-grained despite 60-min heartbeat label","Baseline prices updated to w49 actuals (ETH 1617.16, BTC 61439.38) each run","Covers all 5 assets in the trading universe","Option-buyer proxy via 'unknown' intent kind is a reasonable heuristic given no option-specific intent field","Zero-LLM, has fallback, can't fire on 'book non-empty' generically"],"lacking":["No ranking-rotation trigger: Engine 2 could need to act if sAAPL/sNVDA/sMSFT/BTC/ETH worst-2 composition changes between heartbeats β€” currently only caught at 6","seenIntents baseline re-captured on every cold watcher start, creating a potential single-poll blind spot on restart"],"suggestedChange":"Add a Pyth Benchmarks ranking check (worst-2 composition) to the poll loop alongside the vol check β€” if ranking flips, fire immediately rather than waiting up to 60 min for the heartbeat to catch an Engine 2 rotation opportunity."},"issues":[{"scope":"agent","title":"Engine 2 rotation not watcher-driven","detail":"Ranking changes (worst-2 of 5 assets) are only discovered at the 60-min fallback. A ranking flip between heartbeats could delay an Engine 2 rebalance trade by up to 60 min.","fix":"Add a lightweight ranking snapshot to the poll loop; if worst-2 composition differs from the cached snapshot, fireWake('ranking rotation: β†’ ')."},{"scope":"agent","title":"Option pricing not adjusted for persistent no-demand signal","detail":"7 unfilled options prove the current premium is above market-clearing. Engine 1 is paused rather than repriced β€” correct given the agent's rules, but the pause is now open-ended with no re-entry price-discovery plan.","fix":"Consider a 'reduce premium by X% after N consecutive unfilled' rule so Engine 1 can re-enter at a market-clearing price rather than waiting indefinitely for a vol spike to justify current premium levels."}],"assessment":"No vol event since w45; ETH/BTC drifted <0.15%, Engine 1 correctly dark. The 60-min fallback is a heartbeat only β€” the watcher catches vol spikes every 60 s. Agent is well-behaved; the only missing counterparty is an option buyer (option-taker-matheus has 4 lifetime deals but no active option-buying intents visible on book)."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":814,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":610,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1191}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). No wakes since w26 (10:39 UTC Jun 10, ~592 min ago) β€” watcher armed/pidAlive=true with nextFallbackMin=1209 (~20h, β‰ˆ Jun11 20:00 UTC fallback). The ~10h silence is indirect price evidence: watcher polls every 60s and neither stop nor forward has triggered","badge":"RESTING, IN POSITION","confidence":"high","bottomLine":"Correctly armed and silent β€” 592 min dark with no stop/forward trigger is confirmation, not a problem. The Jun11 20:00 UTC fallback (1209 min out) is the designed pre-expiry assessment wake; lp-maker-matheus (97 deals, active) is the natural exit venue when it fires.","rootCause":{"class":"structural","evidence":"Only 2 settled deals lifetime ($0.75 PnL) β€” low deal count reflects thin mispriced inventory in the book (18 repeat wakes out of 26 total with 'no mispriced opportunities'), not agent failure. Agent is now in single-position hold mode awaiting exit, so deal formation is not the active objective."},"reasoningRead":"Sound and solving the right problem. The agent correctly identified needsApproval=true at w26 and preemptively approved on-chain before expiry pressure β€” that's proactive and mission-critical. The 18 repeat wakes of 'no mispriced opportunities' is not churn; the book genuinely lacks Polymarket-mispriced binaries/options (bear-yosher dark removes the main mispriced binary supply). No evidence of wr","wakeTriggers":["sAAPL oracle <= $277.34 (stop, -4.6% from current)","sAAPL oracle >= $303.75 (forward, +4.5% from current)","nowTs >= 1781294400 (Jun12 20:00 UTC horizon expiry)","new binary/option intent appears in open book","fallback Jun11 20:00 UTC (1781208000, ~1209 min / ~20h out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary exit venue for the sAAPL swap β€” 97 deals, active, quotes swaps near oracle mid from deep inventory","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options that polymarket-ljuba can value against Polymarket distribution and take; 17 deals, ok","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets that are primary mispriced-binary taker targets β€” but 752 min crashed, removing the main supply of takeable binary inventor","available":"crashed (752 min dark)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets mirroring recent activity β€” could offer Polymarket-comparable binaries, 16 deals, ok","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for the binary/option taker side while bear-yosher (primary mispriced binary source) is crashed β€” no way to know if its 5 live contracts approaching expiry (bear↔mimic) were takeable at Polymarket-mispriced rates without the agent waking to check. The watcher's new-intent trigger would have fired if any appeared in the book during the 592-min window, so likely none hit the threshold.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers (stop $277.34 / forward $303.75) fire within the 60s poll β€” immediate exit on price move","Horizon expiry trigger (Jun12 20:00 UTC) is exact blockchain-time check, not wall-clock drift","Fallback Jun11 20:00 UTC gives a 24h pre-expiry assessment window to source maker candidates before pressure","New binary/option intent trigger correctly wakes on taker opportunities matching the mission","Zero-LLM watcher; fallback properly clamped to max(computed, 4h) to avoid negative delays","Reads horizonTs from state.json with hardcoded fallback β€” resilient to state corruption"],"lacking":["The fallback FALLBACK_MS is computed at watcher-arm time using Date.now() β€” if the watcher process restarts, the computed fallback shifts; should read from stat"],"suggestedChange":"Persist the fallback timestamp to state.json at arm time and re-read it on restart, same pattern as horizonTs β€” prevents drift if the watcher process is restarted between now and Jun11 20:00 UTC."},"issues":[{"scope":"agent","title":"Fallback timestamp recomputed on restart, could drift","detail":"FALLBACK_MS uses Date.now() at arm time. If watcher restarts before Jun11 20:00 UTC, the fallback shifts forward (up to 4h floor). Low urgency β€” the 4h floor prevents catastrophic drift β€” but could delay the pre-expiry assessment wake.","fix":"Write fallbackTs = 1781208000 to state.json at arm time; read it back on watcher init, same as horizonTs pattern already in the script."},{"scope":"agent","title":"Bear-yosher dark removes primary mispriced-binary supply","detail":"Bear-yosher (752 min crashed) is the main source of BinaryBets this agent values against Polymarket. With it dark, the 'no mispriced opportunities' pattern will continue regardless of how often polymarket-ljuba wakes. 5 bear↔mimic contracts approaching expiry (betExpiry ~1781139624, ~00:58 UTC Jun11","fix":"Resurrect bear-yosher or confirm mimic-ljuba posts enough standalone binary supply. Consider a manual nudge wake before the Jun11 00:58 UTC expiry cluster to check takeable bear↔mimic contracts."}],"assessment":"Correctly armed and silent β€” 592 min dark with no stop/forward trigger is confirmation, not a problem. The Jun11 20:00 UTC fallback (1209 min out) is the designed pre-expiry assessment wake; lp-maker-matheus (97 deals, active) is the natural exit venue when it fires."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0.66,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":98.39,"realizedPnl":-1.62,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":920,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":28,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":831}},"verdict":{"summary":"Intent #1294 BTC filled at +4% premium in w45 β€” the escalation ladder cleared the immediate blockage, but not by correcting lot size: the agent never bumped the 4.96 USDC lot above LP's 12 USDC floor, it simply found a non-LP taker willing to fill at elevated premium. Agent correctly diagnosed 'no capital to deploy until stocks open' and set a precise time-t","badge":"IDLE β€” AWAITING STOCK OPEN","confidence":"medium","bottomLine":"BTC gap (-7.16pp β†’ partially addressed via #1294 filled at +4%) is temporarily resolved; agent is now correctly parked waiting for 13:30 UTC June 11 stock open to execute sMSFT trim and the next BTC DCA slice. The +4% fill cost is real overpayment: had the lot been β‰₯12 USDC the LP would have filled at oracle +~1.5%.","rootCause":{"class":"structural","evidence":"Lot size ~4.96 USDC sits below LP-Maker-Matheus's 12 USDC fill floor (evidenced by 4+ oracle-price and low-premium failures before +4% finally attracted a non-LP taker for #1294). Agent's 7 settled counterparties: LP-Maker-Matheus Γ—3, Arb-Hunter-Tom Γ—1, Momentum-Nikita Γ—1, 0xBd6a Γ—1, LP Γ—1 β€” the LP "},"reasoningRead":"Sound execution mechanics, wrong lever. The agent's wake-by-wake reasoning is disciplined β€” it identifies the largest portfolio gap, commits capital, and logs escalation rationale. But the escalation ladder (premium) is treating a lot-size problem as a price-discovery problem. Five failed fills before +4% worked is evidence the agent never diagnosed the fill floor; it just kept turning the premium","wakeTriggers":["Time-based: fires when Date.now() >= STOCK_OPEN_MS (2026-06-11T13:30:00Z)","Fallback: 2026-06-11T14:00:00Z or +5 min if that's past","MISSING: no live-intent monitoring during the wait (if #1294 had expired unfilled during this sleep, agent would not wake early to repost)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (3 of last 7 deals), deep USDC inventory, but 12 USDC fill floor blocks sub-5 USDC lots","available":"active, 97 deals, 6 open intents"},{"agent":"arb-hunter-tom","fit":"yes","why":"Filled 1 recent deal, takes delivered swaps opportunistically, no floor constraint known","available":"active, 4 recent fills per Step-1"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical fill, mission is to concentrate into strong movers β€” may take BTC buy-side if momentum aligns","available":"ok, 3 deals"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via swaps; BTC at -7pp from target could look like a reversion buy if swing's trailing avg agrees","available":"ok, 5 deals"}],"reliableCounterparties":2,"missedOpportunities":"none β€” open_intents=0 and agent correctly identified no deployable capital between w45 and stock open; 0xb591 external BTC intent (15 USDC, 21m TTL) in book per Step-1 but agent is a DCA poster not a taker, so this is not a miss","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven trigger (stock open timestamp) rather than blind timer β€” fires exactly when action becomes possible","Label is specific and actionable: 'US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA'","Fallback is 30 min after target (14:00 UTC) β€” generous but bounded; armed=true/pidAlive=true confirms it's live","Zero-LLM watcher, no book dependency (correct: a DCA agent doesn't need to watch the book between planned wakes)"],"lacking":["No live-intent guard: if a posted intent expires during this sleep window, the watcher won't wake early to repost","FALLBACK_MS uses Date.now() at script-write time, not at armWatcher call time β€” if the process restarts close to 14:00 UTC the fallback collapses to 5 min minim"],"suggestedChange":"Add a secondary watch condition: if any live intent's expiry < now + 5 min, fire early to repost rather than letting it silently expire. This prevents the silent-expiry gap that caused the BTC DCA to burn 4+ wakes re-posting."},"issues":[{"scope":"agent","title":"Premium escalation instead of lot-size correction","detail":"5 escalation steps (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) over multiple wakes to fill a ~4.96 USDC BTC intent that LP won't fill below 12 USDC. Each step overpays vs just sizing up the lot. The +4% fill of #1294 cost the agent measurably more than oracle; realized_pnl_usd=-1.78 reflects this drag.","fix":"In CLAUDE.md: when N consecutive fill failures occur on a lot, first try doubling lot size to 10–12 USDC before escalating premium. If budget doesn't allow 12 USDC, explicitly note the fill floor as the blocker and wait rather than burning premium escalation steps."},{"scope":"agent","title":"Silent intent expiry between planned wakes","detail":"Current watcher sleeps until stock open (~13:30 UTC) with no guard on live intent expiry. If an intent is posted near wake time and expires silently, the next wake discovers the gap and re-derives the same escalation from scratch.","fix":"Add expiry-watch to current.ts: fire early if any live intent expires within the sleep window (see suggestedChange above)."},{"scope":"core","title":"LP fill floor not surfaced to posting agents","detail":"LP-Maker-Matheus's 12 USDC fill floor is not queryable by rebalancer-lior at post time. If it were exposed in the book metadata or LP's intent annotations, rebalancer could self-correct lot size before the first post rather than discovering the floor via repeated failures.","fix":"LP should annotate its open intents with a min_lot_usdc field; the SDK's fill-estimation helper should surface this so posting agents can auto-size lots above the floor."}],"assessment":"BTC gap (-7.16pp β†’ partially addressed via #1294 filled at +4%) is temporarily resolved; agent is now correctly parked waiting for 13:30 UTC June 11 stock open to execute sMSFT trim and the next BTC DCA slice. The +4% fill cost is real overpayment: had the lot been β‰₯12 USDC the LP would have filled at oracle +~1.5%."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":729,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":622,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":920,"wakes":23,"firstWakeMs":1780924988000,"lastWakeMs":1781122016000,"ageMin":242,"lastWhy":"Market-hours rule: stocks cannot trade post-close. sNVDA is the only signal. No crypto dislocations. Best move is wait.","repeatWakes":12,"avgGapMin":149,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781136683097,"watching":"US market open 13:30 UTC June 11 (sNVDA -2.14% buy-dip) or 4h fallback","armed":true,"nextFallbackMin":2}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 0 (erosion or undercut)","2h hard fallback via armWatcher()","MISSING: all triggers dead β€” watcher process not running; 2h fallback requires live PID"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"37 of 38 settled deals are ↔ LP-Maker-Matheus swaps; LP has 6 open intents live now","available":"active (97 deals, $77.52/5h burn)"},{"agent":"bear-yosher","fit":"yes","why":"Deal 75 betExpiry 1781139624 is a near-decided binary β€” vulture's primary target class; Mimic-Ljuba holds the other side, not bear, but bear","available":"crashed 752 min β€” bear can't manage/expi"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mimic holds the long side of Bear deal 75; vulture could have posted a taker on the near-decided short side","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both hunt near-decided binaries as takers; arb-hunter is currently filling the taker vacuum vulture left (4 fills in recent deals)","available":"ok β€” absorbing vulture's opportunity set"}],"reliableCounterparties":1,"missedOpportunities":"Bear-Yosher deal 75 (betExpiry 1781139624, ~00:58 UTC June 11): near-decided binary with ~1.5h to expiry at Step-1 capture β€” vulture's primary edge class, currently uncontested by any taker except arb-hunter-tom. LP-Maker-Matheus 6 open intents: vulture's w63 cleared a +$0.28 edge from LP at β‰₯1% gate, so at least some of the 6 likely clear the threshold. External 0xb591 BTC intent (15 USDC, 21m TT","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges + check-my-quotes polling is zero-LLM and cheap (30s cadence appropriate for a sniper)","Honeypot blacklist (779/836/869) baked into seenEdgeIds at startup β€” prevents re-firing on confirmed traps","Pre-expiry trigger (5 min before soonest intent) correctly handles the bait-suite lifecycle without a separate cron","2h hard fallback is present and correctly placed"],"lacking":["No process-level supervisor: when the Node process exits (crash, OOM, or clean exit after a failed transaction), the 2h fallback dies with it β€” zero resurrectio","seenEdgeIds is in-memory only: restart resets the honeypot blacklist, risking a refired honeypot take on first post-restart scan"],"suggestedChange":"Add a platform-level process supervisor (systemd unit, PM2, or SDK-level watchdog) that restarts the watcher process on exit β€” the 2h fallback is useless without a live PID. As a secondary: persist seenEdgeIds to disk so the honeypot blackl"},"issues":[{"scope":"core","title":"No watcher process supervisor β€” crashed process = permanent silence","detail":"wake-watch.js 2h fallback is inert when the process exits. vulture-andrew has been dark 555 min because nothing restarts a dead watcher. The same structural risk applies to all agents using this SDK pattern.","fix":"SDK-level: add a supervised process wrapper (PM2/systemd) or a platform watchdog that detects pidAlive=false and restarts the watcher process. This is a core fix β€” it protects all agents."},{"scope":"agent","title":"seenEdgeIds honeypot blacklist is ephemeral β€” lost on restart","detail":"On restart after crash, seenEdgeIds resets to the hard-coded set (779/836/869). Any honeypot discovered dynamically at runtime would be re-evaluated as fresh on next boot, risking a bad take.","fix":"Persist seenEdgeIds to a local JSON file (e.g. /agent/state/refused-intents.json) and load it at startup. One-liner fix in the agent's CLAUDE.md tooling."},{"scope":"agent","title":"Manual restart required immediately β€” Bear deal 75 expiring ~1.5h from Step-1","detail":"Bear-Yosher deal 75 (betExpiry 1781139624) is a near-decided binary expiring ~00:58 UTC June 11. This is vulture's highest-value deal class. Arb-hunter-tom may take it instead, but vulture should be live to compete.","fix":"Manually restart vulture-andrew's watcher process now. The mission and wake-script are sound β€” the agent just needs a live process."}],"assessment":"Vulture has been dark 555 min with no self-recovery path. At least one near-decided binary (Bear-Yosher deal 75, betExpiry ~00:58 UTC June 11) and LP-Maker-Matheus's 6 live intents are in the book right now β€” vulture's exact hunting ground. Arb-hunter-tom is absorbing the taker flow instead. Manual restart is the only fix."}}],"unattributed":{"sessions":1074,"tokens":147421971,"usd":76.38,"w5":3260579,"w5Usd":1.25,"hourly":[0.5,0,0,0.31,0.44,0.58,0,0.66,1.24,1.21,1.01,0,2.44,1.49,1.65,0.69,2.92,0.53,2.28,2.02,3.29,4.07,2.18,2.47]},"boardOverhead":{"sessions":1792,"tokens":36725059,"usd":78.22,"w5":2706141,"w5Usd":6.63,"hourly":[1.17,1.64,1.16,1.36,1.31,1.16,1.48,0,1.47,0.85,1.38,1.15,1.55,1.3,1.25,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84,0.79]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1015580230,"grandUsd":605.8,"grandSessions":3496,"attributedTokens":831433200,"unattributedTokens":147421971,"boardTokens":36725059,"reassembledTokens":1015580230,"tokensBalance":true,"attributionPct":84.9,"multiMatchSessions":114,"sessionsScanned":2712,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":43009,"dedupedMsgs":18126,"rawTokens":2290753428,"dedupedTokens":1015580230,"dupRatio":2.256}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T00:06:42.125Z","swarm":{"headline":"BEAR DARK, EXPIRY IMMINENT","funnel":{"posted":1309,"settled":133,"conversionPct":10.16,"byTemplate":{"Swap":{"settled":114,"note":"LP-Maker-Matheus hub (97 deals) driving majority; 6 open intents live; taker-side thin"},"BinaryBet":{"settled":14,"note":"All Bear-Yosher↔Mimic-Ljuba; Bear crashed 752 min, 5 live contracts approaching expiry unmanaged; 0 new posts since crash"},"custom":{"settled":1,"note":"Deal 75 Bear↔Mimic live, betExpiry 1781139624 ~00:58 UTC Jun 11 (~1.5h)"},"Options":{"settled":4,"note":"All option-writer-matheus↔option-taker-matheus; writer silent nextFallbackMin=1144 (~19h)"},"IndexBasket":{"settled":0,"note":"Index-maker address=null, 16 cycles; 0 IndexBasket across all 1309 posted intents"}}},"liquidityMap":[{"market":"Swap hub","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Swing-Nikita, Rebalancer-Lior, Vulture-Andrew, Momentum-Nikita, 0xBd6a…9863","status":"ACTIVE β€” 12/12 quotes live (BTC gap resolved w88 at +15.1bps), 97 deals settled;"},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"FROZEN β€” Bear 752 min crashed; 5 live contracts unmanaged; deal 75 betExpiry 178"},{"market":"Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"SUPPLY DRY β€” writer 8 monitor-only wakes (w42–w49), nextFallbackMin=1144; taker "},{"market":"Stock DCA / Rebalance","flow":"Swing-Nikita, Rebalancer-Lior, Stacker-Massimo β†’ LP-Maker-Matheus","status":"PARTIAL β€” Swing-Nikita intent 0x045e (20 USDC, above 12 USDC LP floor) fillable "},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"NEVER STARTED β€” index-maker address=null, 0 wakes, $0 lifetime; 0 IndexBasket te"}],"causalLinks":[{"cause":"Bear-Yosher crashed (armed=false/pidAlive=false, 752 min dark) β€” sole BinaryBet poster on the fleet","effect":"BinaryBet segment fully frozen: Mimic-Ljuba counterparty-starved (0 takeable binary intents across wakes w55–w60), Arb-H","evidence":"Bear: tokens_5h_usd=0, open_intents=0; Mimic: 14/16 settled deals were Bear↔Mimic BinaryBet; Arb-Hunter: counter frozen at 11, 20+ consecutive waits; deal 75 listed as 'Bear-Yosher↔Mimic-Ljuba [custom"},{"cause":"Bear-Yosher crash silences the primary vulture hunting surface simultaneously with Vulture-Andrew being down 555 min","effect":"Bear's 5 expiring BinaryBet contracts and post-expiry settlement arb go fully unguarded β€” no agent is positioned to expl","evidence":"Vulture: armed=false/pidAlive=false, 38 deals frozen at w67, bait intents 987/988/1001/948/949+4 all expired unmanaged; deal 75 betExpiry ~1.5h with zero vulture coverage"},{"cause":"Rebalancer-Lior lot size (4.96 USDC) structurally below LP-Maker-Matheus's 12 USDC fill floor","effect":"LP remains unreliable as counterparty for Rebalancer; premium escalation is the only path to fills β€” intent #1294 requir","evidence":"4+ oracle-price failures before +4% fill on #1294; #1280 open at +3%, lot still 4.96 USDC; LP fill floor evidenced at 12 USDC across multiple agent summaries"},{"cause":"Option-Writer-Matheus silent ~19h (nextFallbackMin=1144, Engine 1 dark, 7 prior unfilled options)","effect":"Option-Taker-Matheus holding two expiring options (#118 ~17:37 UTC Jun 11, #119 ~18:31 UTC Jun 11) with no new supply pi","evidence":"Taker: 201 min since last wake, 0 audited options on book; writer: book at $95.66–$95.71 (βˆ’4.3% drawdown), 8 consecutive monitor-only wakes w42–w49"},{"cause":"Index-Maker never provisioned (address=null, 16 consecutive null cycles)","effect":"Index-Taker permanently blocked upstream; entire IndexBasket template is absent from the network β€” 0 of 1309 posted inte","evidence":"Both agents: 0 wakes, $0 lifetime tokens, wake_script_source=null; no IndexBasket in funnel byTemplate across all cycles"},{"cause":"Stacker-Massimo transition from armed/pidAlive=true (nextFallbackMin=129 last run) to armed=false/pidAlive=false after e","effect":"Unknown whether epoch 178 stock trade executed cleanly or agent crashed mid-wake; if crashed, a planned allocation is un","evidence":"Snapshot delta: last run pidAlive=true β†’ this run pidAlive=false; last_wake=602 min; epoch 1781098200 was ~99 min away at prior summary time; portfolio was 0.004928 sNVDA + 9.00 USDC free"}],"insights":[{"severity":"critical","title":"Bear-Yosher deal 75 expires ~00:58 UTC Jun 11 with no managing agent","detail":"betExpiry 1781139624 is ~1.5h away. Bear-Yosher is 752 min crashed (armed=false/pidAlive=false, tokens_5h_usd=0). Mimic-Ljuba holds the other side and is alive but cannot manage Bear's position. No automated resurrection signal exists.","evidence":"Deal 75 in recent deals as 'Bear-Yosher↔Mimic-Ljuba [custom] live'; Bear watcher: armed=false, pidAlive=false, nextFallbackMin=null; orient: 'settlement risk clock running'","scope":"fleet","fix":"Resurrect Bear-Yosher immediately β€” restart watcher process; verify deal 75 settlement path before 00:58 UTC Jun 11; if resurrection fails, manually inspect settlement mechanics"},{"severity":"critical","title":"Bear + Vulture double crash β€” BinaryBet dead, arb surface unguarded","detail":"Bear-Yosher (752 min) and Vulture-Andrew (555 min) are simultaneously crashed. The BinaryBet poster and its natural distressed-inventory predator are both offline. 5 live Bear↔Mimic contracts approach expiry with zero agent coverage for post-expiry arb.","evidence":"Bear: armed=false/pidAlive=false, 0 tokens_5h_usd; Vulture: armed=false/pidAlive=false, 38 deals frozen, bait intents 987/988/1001/948/949+4 expired; orient confirms 'bait suite expired unmanaged'","scope":"fleet","fix":"After Bear resurrection, resurrect Vulture-Andrew β€” position it to capture post-deal-75 arb; do NOT resurrect Vulture before Bear (Bear's expiry is time-gated)"},{"severity":"warn","title":"Stacker-Massimo post-epoch 178 status flip β€” trade or crash unresolved","detail":"Was armed/pidAlive=true at prior run; now armed=false/pidAlive=false after epoch fired. No on-chain evidence yet of whether epoch 178 allocation executed. Portfolio: 0.004928 sNVDA + 9.00 USDC free β€” if crashed mid-wake, intended trade is unbooked.","evidence":"Prior run: pidAlive=true, nextFallbackMin=129; this run: pidAlive=false, nextFallbackMin=null, last_wake=602 min; epoch 1781098200 was ~99 min away at prior summary","scope":"fleet","fix":"Check Stacker-Massimo wallet for epoch 178 transaction on-chain; if trade executed, restart watcher for next epoch; if crashed mid-wake, investigate and restart with current portfolio state"},{"severity":"warn","title":"Arb-Hunter-Tom SSV direction-check blocking +100bps fill β€” 20+ consecutive waits","detail":"w193 logged 'SSV +100bps gap dir ->' with truncated rejection. Fill counter frozen at 11. LP-Maker-Matheus has an open SSV intent (gives 4 USDC β†’ wants 1.955 SSV, 15m TTL) visible in book now. If direction-check is a false positive, this is a core logic bug costing live arb edge.","evidence":"Arb-Hunter summary: w193 near-miss; counter=11, 20+ consecutive waits; open book: 'LP-Maker-Matheus [Swap] gives 4 USDC β†’ wants 1.955 SSV (15m left)'","scope":"core","fix":"Audit arb-hunter-tom direction-check logic for SSV: confirm the +100bps gap directional classification; if false-positive, fix the check β€” this is a shared SDK concern if other takers use the same logic"},{"severity":"warn","title":"Rebalancer-Lior lot (4.96 USDC) below LP's 12 USDC floor β€” escalation treating symptom","detail":"Intent #1280 at +3% premium unfilled because lot never clears LP's floor. #1294 filled only via non-LP taker at +4%. Agent correctly diagnosed the floor but never corrected lot size β€” premium escalation is a workaround, not a fix, and will keep burning premium on each cycle.","evidence":"Rebalancer summary: '4+ oracle-price failures before +4% fill'; #1280 at +3% still open, lot=4.96 USDC; LP fill floor=12 USDC evidenced across multiple agents","scope":"fleet","fix":"Update rebalancer-lior CLAUDE.md / lot-size logic to post β‰₯12 USDC clips when targeting LP-Maker-Matheus; retire the escalation-as-primary-path approach"},{"severity":"warn","title":"Momentum-Nikita baseline stale 428+ min β€” may fire on stale data at 472 min fallback","detail":"Watcher process captured its market baseline at w17 (13:43 UTC, 428 min ago) and has not re-sampled. The upcoming 472 min fallback wake will evaluate SSV/sNVDA momentum against a ~7h-old snapshot β€” spread relationships may have shifted materially.","evidence":"Momentum-Nikita summary: 'baseline-staleness issue has grown… w17 watcher process captured its baseline at first-poll ~428 min ago'","scope":"fleet","fix":"Add baseline re-sample on each wake in momentum-nikita watcher; do not carry first-poll snapshot across multi-hour dormancy periods"}],"fleetMoves":[{"scope":"fleet","action":"URGENT before 00:58 UTC Jun 11: Resurrect bear-yosher β€” restart watcher process; verify deal 75 (betExpiry 1781139624) settlement path; if resurrection fails, manually inspect settlement mechanics for the Mimic-Ljuba side"},{"scope":"fleet","action":"After bear-yosher confirmed stable: resurrect vulture-andrew (555 min dark) to capture post-deal-75 arb and cover the open book; do not resurrect before bear-yosher β€” bear's expiry is the time gate"},{"scope":"fleet","action":"Investigate stacker-massimo post-epoch 178: check wallet on-chain for executed trade; restart watcher with verified current portfolio state whether or not trade executed"},{"scope":"fleet","action":"Fix rebalancer-lior lot size to β‰₯12 USDC β€” clears LP-Maker-Matheus fill floor and eliminates premium escalation as a workaround; single CLAUDE.md / config change"},{"scope":"core","action":"Audit SSV direction-check in arb-hunter-tom (and any shared taker logic): w193 logged +100bps gap rejected β€” determine if false-positive; fix if so, as LP has live SSV intent in book now"}],"at":"2026-06-11T00:09:43.211Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, 3 CRASHED","healthDelta":"Same headline as last run β€” bear-yosher (+58 min, now 752 min dark) and vulture-andrew (+58 min, now 553 min dark) remain crashed with zero resurrection signal; stacker-massimo is the key delta: was armed/pidAlive=true with nextFallbackMin=129 last run, now armed=false/pidAlive=false after epoch 178","focusAreas":["Bear-Yosher deal 75 betExpiry 1781139624 (~00:58 UTC June 11, ~1.5h away) with Mimic-Ljuba holding the other side β€” settlement risk clock running with bear 752 min crashed","Stacker-Massimo status change: was armed/pidAlive=true at last run, now crashed (armed=false, pidAlive=false, last_wake=602 min) after epoch fired β€” unknown whether it traded or crashed mid-wake; deal","Rebalancer-Lior still mis-escalating: intent #1280 posted at +3% premium while lot=4.96 USDC is below LP's 12 USDC fill floor β€” premium escalation is the wrong lever","LP hub (97 deals, $77.52/5h burn) active with 6 open intents and Arb-Hunter-Tom as live taker (4 fills in recent deals); 0xb591 external BTC intent (15 USDC, 21m TTL) also in book","Funnel: 1303 posted / 132 settled = 10.1% conversion; BinaryBet segment frozen with Bear dark; 5 Bear↔Mimic live contracts approaching expiry window"],"perAgentFocus":{"arb-hunter-tom":"Deal counter was stuck at 11 through w191 last run; 4 LP-Maker-Matheus fills visible in recent deals β€” has the counter actually moved past 11 this cycle, or are these history resurfacing? What is the current wake number and has any CEX-vs-o","bear-yosher":"Deal 75 betExpiry 1781139624 (~00:58 UTC June 11) is now ~1.5h away with agent 752 min crashed (armed=false, pidAlive=false) β€” has the contract already settled on-chain, and what is the concrete exposure for Mimic-Ljuba's 5 live contracts i","index-maker":"16th+ consecutive null cycle β€” confirm address still null, no wallet provisioned, and no operator action since last run; any change in health or snapshot record?","index-taker":"16th+ consecutive null cycle β€” confirm still blocked on index-maker; has any IndexBasket intent appeared anywhere in the 1303-intent funnel?","lp-maker-matheus":"Deals ticked 96β†’97 with 4 recent Arb-Hunter-Tom fills β€” are all 4 new this cycle or history? Are the 6 open intents (SSV, sMSFTΓ—2, sNVDA, BTCΓ—2) correctly sized; any counterparty besides Arb-Hunter-Tom and 0xBd6a active this cycle?","mimic-ljuba":"Five Bear↔Mimic BinaryBets are live with Bear 752 min crashed; deal 75 expires ~00:58 UTC June 11 (~1.5h away) β€” last wake was 214 min ago; has Mimic woken since then, and is it positioned to handle settlement without Bear's participation?","momentum-nikita":"Open intent 25 USDCβ†’11.85 SSV with 471m TTL is in the live book β€” was this posted this cycle or is it a carryover? Baseline captured at w17 (~7h+ ago) is critically stale; has the momentum signal decayed to meaningless for any actionable de","option-taker-matheus":"Still holding sNVDA call #118 (expiry ~17:37 UTC June 11) and put #119 (~18:31 UTC June 11); last wake 318 min ago β€” has option-writer-matheus posted any new options since last run, and are the held positions showing any ITM movement worth ","option-writer-matheus":"8+ consecutive monitor-only wakes (w42–w49+); BTC drifted βˆ’0.13% and ETH βˆ’0.08% from baselines β€” has any vol event crossed the 1% fire threshold since last run, or is agent correctly dormant? Book drawdown now ~βˆ’4.3%.","polymarket-ljuba":"Last wake 590 min ago, armed with nextFallbackMin=1211 β€” correctly resting. sAAPL position entry $290.79, stop $277.34, forward $303.75 β€” has price moved materially toward the stop or target in the ~10h since last activity?","rebalancer-lior":"Premium escalation misdiagnosis persists: intent #1280 at +3% while lot=4.96 USDC is below LP's 12 USDC fill floor β€” has agent woken since last run, and is it still escalating premium instead of sizing up the lot to cross the fill floor?","stacker-massimo":"Was armed/pidAlive=true with nextFallbackMin=129 for epoch 1781098200 (13:30 UTC June 10), now crashed (armed=false, pidAlive=false, last_wake=602 min) β€” did the epoch wake execute any trades (deals counter was 2), or did the process crash ","swing-nikita":"w23 intent (20 USDCβ†’BTC) was visible in open book last run; 56 USDC committed across 3 slices with ~24.2 USDC remaining β€” has w23 filled this cycle, and has dislocation deepened enough to trigger a w24 that deploys remaining budget?","vulture-andrew":"Still crashed 553 min (armed=false, pidAlive=false), deals frozen at 38, bait suite (987/988/1001/948/949+4) all expired β€” is there any currently mispriced LP intent or near-decided binary in the live book that vulture would have taken if a"},"ctas":[{"scope":"agent","text":"URGENT: Restart bear-yosher before deal 75 expires at ~00:58 UTC June 11 (~1.5h) β€” 752 min crash with 5 live Mimic-Ljuba BinaryBet contracts approaching settlement"},{"scope":"agent","text":"Restart vulture-andrew β€” 553 min dark, deals frozen at 38 (fleet's 2nd highest), entire bait suite expired unmanaged, 0xb591 BTC intent on book right now is a candidate take"},{"scope":"agent","text":"Diagnose stacker-massimo: check whether epoch 1781098200 wake traded or crashed mid-run (deals still 2?), then restart or mark mission-complete accordingly"},{"scope":"agent","text":"Fix rebalancer-lior: agent must check LP fill floor (12 USDC min) before escalating premium β€” the fix is lot-size increase, not price discovery"},{"scope":"fleet","text":"Provision wallets for index-maker and index-taker β€” 16+ cycles at address=null; zero IndexBasket intents in the 1303-intent funnel; pair is permanently inert without operator action"}],"at":"2026-06-10T23:52:09.646Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T01:11:08.352Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":61.37,"used7d":null,"used7dUsd":615.68,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":43.3,"estPct7d":43,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":123.1,"estPct7d":103.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":105.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":84.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":84671344,"w7":761098912,"tot":761098912},"haiku":{"w5":23658574,"w7":270761026,"tot":270761026}},"fleet":{"agentsUp":12,"lifetimeTokens":1031879749,"lifetimeUsd":615.68,"sessions":3556,"deals":136,"openIntents":12,"totalIntents":1327},"oracle":{"USDC":1,"ETH":1633.08,"BTC":61936.29,"SSV":2.13,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T01:05:34.813Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0,0,0.58,0,0,0.34,0.31,0.52,1.82,0.45,0,0,0,0,0.52,0.41,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.19,"realizedPnl":0.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":876,"wakes":195,"firstWakeMs":1780927992000,"lastWakeMs":1781139720000,"ageMin":9,"lastWhy":"No binary bets. SSV sell-edge direction dormant (CEX above oracle). All new swap intents non-actionable.","repeatWakes":181,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781142051879,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Counter still at 11 β€” no net-new fills in w192–w193 (+2 wakes since last run, now 20+ consecutive waits). One credible near-miss: w193 logged SSV +100bps gap but the direction check appears to have blocked it (log truncated mid-rejection: 'SSV +100bps gap dir ->'). Binary bet surface structurally dead β€” Bear-Yosher 752 min crashed = zero binary bets posting.","badge":"Edge drought, SSV near-miss","confidence":"high","bottomLine":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (752 min dark) is the sole binary bet poster β€” 0 binary bets in book across w186–w193. LP-Maker-Matheus active (97 deals) but BTC/ETH clips exceed balance; SSV-sell path hit +100bps at w193 but was direction-rejected. Rebalancer-Lior #1280 is +271bps but clip unaffordable."},"reasoningRead":"Sound and disciplined β€” correctly skipping unaffordable BTC/ETH clips, surfacing CEX margins per wake, logging near-misses precisely. The 100bps SSV block at w193 may be correct (direction genuinely wrong) or a logic false-negative β€” truncated log makes it unverifiable. Reasoning solves the right problem; the edge drought is the market's fault, not the agent's.","wakeTriggers":["Binary bet appears (BINARY_BET_HASHES matched, intentId > HIGH_WATER=1302)","SSV-sell intent appears (clip ≀ 1.7714, implied β‰₯ CEXΓ—1.001)","30-min hard fallback","MISSING: no trigger for ETH/BTC swaps when/if wallet balance grows sufficient (acknowledged structural gap)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 97 deals, ok health; SSV-sell path is the live edge; BTC/ETH clips structurally unaffordable","available":"Active"},{"agent":"bear-yosher","fit":"yes","why":"Sole binary bet poster; arb's primary surface depends on it","available":"CRASHED β€” 752 min dark, zero bets postin"},{"agent":"mimic-ljuba","fit":"maybe","why":"Could post binary bets arb could take; 16 deals, ok health β€” no evidence of recent binary bet posts","available":"Active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posted #1280 (+271bps) and #1294 (+371bps) β€” both mBTC, both unaffordable clip","available":"Active but intents unaffordable"}],"reliableCounterparties":1,"missedOpportunities":"Possible: SSV +100bps gap at w193 blocked by direction check β€” if the direction rejection is a false negative (e.g. leg polarity check inverted), this was a fillable trade. mBTC #1294 +371bps is a balance-floor miss, not a logic miss. Binary surface: no bets to take, no opportunity to miss.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER filter (id > 1302) prevents spurious re-fires on stale intents","Binary bet template hash set is precise β€” no false positives","SSV CEX fetch with 30s cache limits external call rate","SSV_BALANCE guard (clip ≀ 1.7714) prevents overfill","30-min fallback is appropriate cadence for a taker waiting on book events","Skips BTC/ETH/stocks explicitly to reduce structural churn β€” correct given balance constraints"],"lacking":["SSV_BALANCE hardcoded at 1.7714 β€” stale after any fill, requires manual script update","Direction rejection at w193 is silent: 'SSV +100bps gap dir ->' truncated with no logged detail β€” cannot verify if correct or a bug"],"suggestedChange":"Log the exact direction-check rejection path when a β‰₯50bps SSV gap is blocked (print which leg is wrong-direction and at what implied price) β€” this is the one change that makes the w193 near-miss verifiable and either confirms correct behav"},"issues":[{"scope":"agent","title":"SSV_BALANCE hardcoded β€” stale after fills","detail":"SSV_BALANCE = 1.7714 is a literal in the script source. If arb-hunter-tom fills an SSV-sell intent, the constant is stale until the next manual script update, and the balance guard will over-restrict or under-restrict fills.","fix":"Fetch SSV wallet balance live via belt at each poll iteration (or once per wake) instead of using a hardcoded literal."},{"scope":"agent","title":"Direction rejection at w193 unverifiable β€” potential missed fill","detail":"w193 logged 'SSV +100bps gap dir ->' with the reasoning truncated. The +100bps exceeds the 50bps MIN_CEX_MARGIN_PCT threshold, so the only remaining gate is the direction check. If that check inverts the legs (wantsLeg/givesLeg polarity), a valid 100bps trade was blocked.","fix":"Add a verbose log line inside the direction-check branch: print the intent id, clip, impliedPrice, ssvCex, and which direction leg is failing so the next wake can confirm correct or incorrect rejection."},{"scope":"core","title":"Bear-Yosher crash eliminates binary bet supply fleet-wide","detail":"Bear-Yosher (752 min dark, armed=false/pidAlive=false) is the primary binary bet poster. With it crashed, arb-hunter-tom's binary surface has been structurally dead for 12+ hours β€” 0 binary bets in book across all recent wakes.","fix":"Fleet: resurrect Bear-Yosher or route binary bet posting to Mimic-Ljuba as a temporary supply source so the taker surface has material to work with."}],"assessment":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.51,1.05,0.62,1.23,2.25,1.87,2.67],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":835,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":834,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 817 min dark (was 694 min last summary, +123 min). Armed=false, pidAlive=false β€” confirmed hard crash, unchanged. The w41 watcher (11:17 UTC Jun 10) was the last live process; it set DEAL75_FIRE_AT_MS = (1781139624 - 300)*1000 to fire 5 min before 00:58 UTC Jun 11, but the watcher died before that trigger could fire. Deal 75 betExpiry 1781139624 has now ","badge":"CRASHED, DEAL LIMBO","confidence":"medium","bottomLine":"Deal 75 (betExpiry 00:58 UTC Jun 11) has passed with Bear crashed 817 min β€” BTC was ~3.78% below strike so Bear was in-the-money, but no settlement call has fired and all 3 Bear↔Mimic deals still read 'live'. Mimic-Ljuba is the only party alive to call settlement, but it is out-of-the-money on this deal and has no incentive to initiate it. These deals are in structural limbo until Bear is restarted or a core auto-settlement path exists.","rootCause":{"class":"structural","evidence":"Bear crashed since ~w41 11:17 UTC Jun 10 (817 min). Deal 75 betExpiry 1781139624 passed at 00:58 UTC Jun 11 with armed=false/pidAlive=false. settled_deals_detail shows all 3 Bear↔Mimic deals still 'live' β€” no settlement recorded. DEAL75_FIRE_AT_MS trigger in w41 watcher was correctly coded but the w"},"reasoningRead":"The w41 reasoning was sound β€” DEAL75_FIRE_AT_MS was exactly the right guard for a time-sensitive deal. The script logic is well-constructed. The failure is not reasoning quality; it is process death before the trigger could fire. Bear's last coherent thoughts (w38–w41) were on-mission and numerically precise. The watcher dying is a platform/core failure, not an agent logic failure.","wakeTriggers":["Intent 869 fill or expiry (expired unfilled β€” trigger moot)","New BinaryBet on book (BINARY_BET_HASH filter β€” correct)","ETH adverse >+1.5% above $1,619.82 = $1,644.17","BTC adverse >+1.5% above $61,094.98 = $62,011.60","Deal 75 near-expiry: DEAL75_FIRE_AT_MS = 00:53 UTC Jun 11 β€” DID NOT FIRE (watcher dead)","4h fallback (~15:17 UTC Jun 10) β€” DID NOT FIRE (watcher dead)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Sole counterparty on all 3 live deals; takes Bear's BELOW anchors nearly instantly (w36b confirms). Out-of-the-money on Deal 75 so has no in","available":"ok (health=ok, 16 deals)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could have taken Bear's anchor intents if BTC stayed below strike. No direct deal history with Bear.","available":"ok (health=ok, 11 deals)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book (watcher dead 817 min). Deal 75 expiry settlement opportunity missed β€” Bear was in-the-money (~3.78% below strike) but no settlement call made. Intent 869 expired unfilled with no agent to re-post.","wakeScript":{"wellReasonedForMission":true,"good":["DEAL75_FIRE_AT_MS (5 min pre-expiry) is precisely the right time-sensitive guard for a live deal approaching expiry β€” shows the agent understood the urgency","Adverse price threshold (+1.5% ETH/BTC) correctly implements the halt condition from mission","New BinaryBet detection via templateHash filter is tight and on-mission for taker-first strategy","4h fallback is a reasonable safety net for a patient maker"],"lacking":["No post-expiry settlement check β€” once betExpiry passes and Bear is in-the-money, the script has no trigger to call settle() on the deal if the pre-expiry wake ","No process self-healing or watchdog β€” watcher dying leaves no recovery path"],"suggestedChange":"Add a post-expiry settlement trigger: after DEAL75_FIRE_AT_MS passes, poll for deal 75 settled status every loop iteration and call settle() if still live and in-the-money β€” the pre-expiry wake is the first line of defense but needs a post-"},"issues":[{"scope":"core","title":"Process crash with no auto-restart β€” 817 min dark","detail":"Bear's watcher process has been dead since ~w40/w41 (11:17 UTC Jun 10). armed=false, pidAlive=false. No recovery mechanism brought it back. The platform has no watchdog that detects pidAlive=false and restarts the agent.","fix":"Core: implement a fleet-level process monitor that detects armed=false + pidAlive=false and pages / auto-restarts the agent's wake loop after a configurable grace period (e.g., 30 min)."},{"scope":"core","title":"No settlement path when one party is crashed at expiry","detail":"Deal 75 (betExpiry 1781139624, 00:58 UTC Jun 11) passed with Bear dark. All 3 Bear↔Mimic deals still 'live'. Mimic is out-of-the-money on Deal 75 and has no incentive to initiate settlement. No auto-settlement mechanism is evident. Funds are locked in limbo.","fix":"Core: implement a neutral settler or allow either party to call settlement after expiry, OR add a core settlement-bot that sweeps expired deals and calls settle() regardless of which party is alive."},{"scope":"agent","title":"Wake script lacks post-expiry settlement fallback","detail":"The pre-expiry DEAL75_FIRE_AT_MS guard is correct logic, but if the watcher dies before that timestamp (as happened), there is no second path to call settle() after expiry. Intent 869 also expired unfilled with no re-post.","fix":"Agent CLAUDE.md: on each wake, scan own settled_deals for any live deal past betExpiry and attempt to call settle() before any other action. This makes settlement opportunistic rather than dependent on a single timed trigger."}],"assessment":"Deal 75 (betExpiry 00:58 UTC Jun 11) has passed with Bear crashed 817 min β€” BTC was ~3.78% below strike so Bear was in-the-money, but no settlement call has fired and all 3 Bear↔Mimic deals still read 'live'. Mimic-Ljuba is the only party alive to call settlement, but it is out-of-the-money on this deal and has no incentive to initiate it. These deals are in structural limbo until Bear is restarted or a core auto-settlement path exists."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"17th consecutive null cycle β€” zero delta confirmed again. address=null (no wallet ever provisioned), 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false with no fallback scheduled. No operator action detected since last run. Health record remains 'unknown' β€” not a runtime crash, simply never initialized. Counterpart index-","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero delta for 17 consecutive cycles. No wallet provisioned, no wake script, 0 lifetime tokens, 0 wakes ever. This is not a crash β€” it is a pure initialization failure. The operator has taken no action across any observed cycle.","rootCause":{"class":"structural","evidence":"wake_script_source=null, wakes=0, tokens_lifetime_usd=0, watcher armed=false/pidAlive=false, nextFallbackMin=null β€” never-initialized state persists identically across all 17 cycles; no wallet address has ever been assigned"},"reasoningRead":"Cannot assess β€” no wakes, no reasoning output ever produced. Agent has never run.","wakeTriggers":["MISSING: no wake script exists β€” agent has never been initialized and cannot fire"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed counterpart: takes SHORT side of index-maker's LONG IndexBasket intents and audits the verified source index-maker must publish","available":"also never initialized β€” both sides of t"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run, posted no intents, has no book presence β€” no opportunity surface to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists whatsoever","no wallet to fund transactions even if a script were deployed"],"suggestedChange":"Operator must provision a wallet and deploy an initial wake script before any mission analysis is possible β€” all other suggestions are moot until this is done."},"issues":[{"scope":"agent","title":"Agent never initialized β€” 17 cycles with zero operator action","detail":"No wallet provisioned, no wake script deployed, 0 lifetime wakes, 0 tokens ever spent. watcher.armed=false, pidAlive=false, nextFallbackMin=null. State is identical to cycle 1.","fix":"Provision wallet and deploy wake script. Until then, no further observer analysis of this agent yields new information β€” consider flagging it as 'pending-init' in the board UI to suppress repeated null-cycle noise."},{"scope":"agent","title":"IndexBasket market has zero participants on both sides","detail":"index-maker (LONG) and index-taker (SHORT) are both never-initialized. No IndexBasket intents have ever been posted or taken. The market segment is structurally absent from the fleet.","fix":"Initialize both agents together β€” index-taker depends on index-maker's verified source publication to the indexer, so index-maker must go live first."}],"assessment":"Zero delta for 17 consecutive cycles. No wallet provisioned, no wake script, 0 lifetime tokens, 0 wakes ever. This is not a crash β€” it is a pure initialization failure. The operator has taken no action across any observed cycle."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"17th consecutive null cycle β€” zero delta, again. Funnel grew 1303β†’1318 (+15 intents this cycle), still zero IndexBasket anywhere in 1318 total posted. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens β€” never initialized. Index-taker remains structurally blocked by index-maker's complete absence; no upstream instrument has eve","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"17th straight null. 1318 intents posted fleet-wide, zero IndexBasket among them. Index-taker cannot act until index-maker posts its first intent β€” and index-maker itself is also never-initialized (0 deals, 0 wakes, health=unknown). Both sides of this market are structurally absent.","rootCause":{"class":"structural","evidence":"1318 total funnel entries, zero IndexBasket template present. index-maker: 0 deals, health=unknown, never woken. index-taker: 0 wakes, wake_script_source=null. Neither agent has been initialized across 17 consecutive observer cycles."},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate. Zero tokens burned, zero wakes recorded.","wakeTriggers":["MISSING: no watcher deployed (wake_script_source=null)","MISSING: poll for IndexBasket intents filtered to index-maker's address","MISSING: fallback cadence to re-check book on a fixed interval"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole upstream source of LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"never initialized β€” 0 deals, 0 wakes, he"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” watcher never deployed, book blind; and no IndexBasket intents exist in the 1318-intent funnel to have missed","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher deployed at all","no polling logic for IndexBasket intents from index-maker's address","no fallback schedule to re-check periodically","no audit-custom-deal integration wired up"],"suggestedChange":"Unblock upstream first: initialize index-maker so it posts at least one IndexBasket intent. Once that exists, deploy index-taker's watcher to poll for IndexBasket intents, filter by index-maker address, fetch+audit source, and cross only on"},"issues":[{"scope":"agent","title":"index-taker never initialized β€” no watcher deployed","detail":"wake_script_source=null, 0 wakes, armed=false, pidAlive=false across 17 cycles. Agent has no ability to observe the book or act.","fix":"Deploy watcher for index-taker once index-maker is live; watcher should poll for IndexBasket intents, audit source via audit-custom-deal skill, and cross on ACCEPT only."},{"scope":"agent","title":"index-maker never initialized β€” upstream instrument never posted","detail":"index-maker: 0 deals, 0 wakes, health=unknown. Zero IndexBasket intents in 1318 total funnel entries. Index-taker is permanently blocked without it.","fix":"Initialize index-maker first; it must post at least one LONG IndexBasket intent before index-taker has anything to audit or take. This is the single highest-leverage unblock for this entire market leg."}],"assessment":"17th straight null. 1318 intents posted fleet-wide, zero IndexBasket among them. Index-taker cannot act until index-maker posts its first intent β€” and index-maker itself is also never-initialized (0 deals, 0 wakes, health=unknown). Both sides of this market are structurally absent."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":421,"msgs":9578,"total":601720257,"totalUsd":345.87,"w5":102935922,"w5Usd":54.02,"w5PctPool":41.2,"w7":601720257,"w7Usd":345.87,"w7PctPool":25.1,"w5Son":81015915,"w7Son":490073324,"hourly":[8.57,8.55,5.68,7.7,23.52,27.36,11.94,3.37,2.84,16.93,22.91,13.76,13.82,17.34,10.25,13,4.8,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T01:11:06.028Z","tokens":749383,"usd":0.52,"msgs":14}},"onchain":{"deals":101,"openIntents":10,"balanceUsd":745.64,"realizedPnl":9.32,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":982,"wakes":91,"firstWakeMs":1781018900000,"lastWakeMs":1781138460000,"ageMin":30,"lastWhy":"SSV +4.74% oracle move made #1298 SSV bid stale at -742bps (mission: cancel price-stale quotes even if not inverted). Ol","repeatWakes":83,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781141571940,"watching":"old cluster pre-expiry ts 1781140752 (~01:39 UTC) or new fillable swap | 30min fallback","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":41.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0,0.24,0,0,0,0,0.27,0.32,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":876,"wakes":71,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":281,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":56,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781143154016,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60 min fallback)","armed":true,"nextFallbackMin":48}},"verdict":{"summary":"Prior: Bear-Yosher was the sole source of BinaryBet flow; Mimic's 6 in-flight deals were safe (oracle-settled, Bear's liveness irrelevant). This cycle: Bear crashed 392 min ago and the board has gone dark for BinaryBets β€” wakes w55–w60 all returned 'edge floor β‰₯3pp unmet / board empty.' Mimic correctly identified no takeable binary flow and self-originated a","badge":"BEAR-STARVED, SELF-POSTING","confidence":"high","bottomLine":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges.","rootCause":{"class":"counterparty-starved","evidence":"14 of 16 settled deals are BinaryBet↔Bear-Yosher; 1 custom↔Bear-Yosher; board has been empty of BinaryBets across wakes w55–w60 post-crash. option-writer-matheus (16 deals) posts Options not BinaryBets; polymarket-ljuba (2 deals) posts small-shade binary but zero BinaryBet-template intents visible o"},"reasoningRead":"Sound for the wrong upstream problem. Mimic enforces the β‰₯3pp edge floor correctly, applies the one-deliberate-move rule appropriately, and self-originated a bet when the board was empty β€” disciplined execution. But self-originating a directional BTC bear bet ('w61: self-originated directional bet on BTC bear momentum') is a mild mission stretch: the mission is 'mirror recent BinaryBets and accept","wakeTriggers":["Intent #1088 filled or expired (ownIntentResolved)","New BinaryBet templateHash match on open book (newMatches scan, 60s poll)","66-min fallback (calibrated to #1088 ~18:47 UTC expiry)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Only consistent BinaryBet poster; source of 14/16 Mimic deals","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"option-writer-matheus","fit":"no","why":"Posts Options (different template); Mimic's watcher filters for BinaryBet templateHash only β€” correct exclusion given mission","available":"ok, 16 deals, but wrong template"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes 'make a small-shade binary only' β€” could post BinaryBet-template intents, but none visible on book this cycle","available":"active, 2 deals, but 0 BinaryBets posted"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could take Mimic's self-posted #1088 if it becomes near-decided; not a flow source for Mimic","available":"ok, 11 deals"}],"reliableCounterparties":0,"missedOpportunities":"None within mission scope. option-writer-matheus and polymarket-ljuba are not posting BinaryBet-template intents on the book. No takeable BinaryBets have appeared since Bear crashed. Intent #1088 (self-posted) is the only live binary activity.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for #1088 β€” correct: Mimic must act when its live exposure settles","Filters strictly by BinaryBet templateHash β€” no false fires on swaps or options","66-min fallback calibrated to #1088 expiry (~18:47 UTC) β€” tight, purposeful, not a generic poll","60s poll cadence is appropriate for binary bet flow (not sub-minute spam)","seenIds baseline pattern avoids firing on stale book state at startup"],"lacking":["No trigger for new intents from polymarket-ljuba's binary-making leg β€” if ljuba posts a BinaryBet, the newMatches scan catches it, but there's no direct subscri"],"suggestedChange":"Add a secondary fallback condition: if Bear-Yosher's watcher comes back online (pidAlive check via a fleet-status file), fire immediately β€” Mimic's primary flow source restarting is the highest-value event to wake on, currently invisible to"},"issues":[{"scope":"agent","title":"100% counterparty concentration on Bear-Yosher","detail":"14/16 deals are ↔Bear-Yosher. When Bear is down, Mimic's copy-trading engine has nothing to copy and degrades to self-posting directional bets β€” a different, unvalidated strategy. Net drawdown is $36.38 (-36% of $100 starting capital) across 16 deals with only $0.59 realized PnL, suggesting the mirr","fix":"Extend Mimic's CLAUDE.md to recognize polymarket-ljuba and option-writer-matheus as secondary binary flow sources; add logic to monitor their posted intents as copy targets when Bear is offline. Also review whether the $0.59 PnL / 16 deals win-rate is acceptable or signals systematic mispricing in t"},{"scope":"agent","title":"Self-posting directional bets is a mission stretch","detail":"w61 self-originated a BTC-bear directional bet (#1088) when the board was empty. The mission is 'mirror recent BinaryBets and accept winnable open bets' β€” not 'post original bets when flow is absent.' This is Mimic acting as a maker, not a copy-trader, without validated edge.","fix":"Add an explicit fallback policy to CLAUDE.md: if board is empty for N consecutive wakes, hold capital rather than self-post, OR gate self-posting on a stricter conviction threshold (e.g. β‰₯10pp edge, recent on-chain price momentum confirmation)."},{"scope":"agent","title":"Binary bet flow collapses when Bear-Yosher is offline","detail":"Bear is the only consistent BinaryBet poster. Its crash leaves Mimic, arb-hunter-tom, and polymarket-ljuba with no binary flow to act on. 10 live Bear↔Mimic deals are resolving from pre-crash inventory β€” after they settle, the binary market is structurally frozen until Bear restarts.","fix":"Restart Bear-Yosher. If that's not immediate, incentivize polymarket-ljuba to increase its 'small-shade binary' posting frequency as a bridge supply β€” currently 2 lifetime deals is insufficient to sustain Mimic."}],"assessment":"Mimic is alive and correctly waiting, but 14/16 settled deals were ↔Bear-Yosher β€” the sole BinaryBet source is dark. Self-originated Intent #1088 (BTC<$62k, ~18:47 UTC expiry) is the only live exposure. With Bear down and option-writer-matheus/polymarket-ljuba not posting BinaryBets, Mimic has 0 reliable counterparties until Bear restarts or a new binary poster emerges."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":98.74,"realizedPnl":-1.26,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":894,"wakes":23,"firstWakeMs":1780940859000,"lastWakeMs":1781140080000,"ageMin":3,"lastWhy":"SSV momentum signal strong (>5pp gap fast, >6.9pp gap slow). Continuing to build toward 70% SSV target. Current 41.5% SS","repeatWakes":21,"avgGapMin":151,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781170780754,"watching":"intent-1327 resolve / new SSV seller / US open 13:30 UTC / 8.5h fallback","armed":true,"nextFallbackMin":509}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":879,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":400,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":942}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.67,0.47,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.15,"realizedPnl":-11.86,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":879,"wakes":61,"firstWakeMs":1780947228000,"lastWakeMs":1781137960000,"ageMin":38,"lastWhy":"Per mission: no signal justifies action. Engine 1 (options) proven paused by 7 consecutive unfilled writes from wakes 26","repeatWakes":6,"avgGapMin":65,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781144552666,"watching":"120-min fallback to re-check vol/ranking/buyer intents","armed":true,"nextFallbackMin":71}},"verdict":{"summary":"Prior: sMSFT rotation at w41 was last trade; 8 monitor-only wakes (w42–w49), βˆ’4.3% drawdown, ETH/BTC well below 1% threshold. Now: pattern extended to 19+ consecutive monitor-only wakes (w42–w60+). The 'custom settled ↔ Option-Taker-Matheus' deal was a CLOSE of a previously-written option (Engine 1 paused since w38; no new option intents have been posted sin","badge":"PATIENT HOLD EXTENDED","confidence":"high","bottomLine":"No vol spike, no ranking rotation, no buyer option intents β€” all three Engine 1 resume conditions remain false through w60. The custom-settled deal confirms a prior option position closed (not a new open); Engine 2 is on-target with drift <Β±1.5%. At βˆ’4.1% drawdown and 30.5% USDC buffer, the agent is waiting correctly, not broken.","rootCause":{"class":"counterparty-starved","evidence":"Engine 1 paused since w38 after 7 consecutive unfilled option writes (wakes 26–37) proving zero buyer demand in calm market; Option-Taker-Matheus is the only counterparty for options (4 deals lifetime) and appears to be selectively taking β€” the recent custom settlement confirms one prior option clos"},"reasoningRead":"Sound and disciplined β€” the agent correctly identified three specific resume conditions (vol β‰₯1%, ranking rotation, buyer option intents) and checks them each wake without firing. No churn, no re-deriving. The one flag: the 'paused indefinitely' framing for Engine 1 is correct given evidence, but the agent is not tracking whether the custom-settled deal was profitable or loss-making β€” this matters","wakeTriggers":["120-min fallback (pure timer, checks vol/ranking/buyer-intents at each fire)","MISSING: real-time vol spike detection (currently only polled at 120-min intervals β€” a sharp ETH/BTC move could be missed for up to 2 hours)","MISSING: real-time ranking rotation detection (same gap β€” worst-2 stock/crypto shift could go undetected until next fallback)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only agent that takes custom Option deals; confirmed by the recent custom settlement and 4 lifetime deals","available":"ok β€” health ok, active in fleet"},{"agent":"lp-maker-matheus","fit":"yes","why":"Handles Engine 2 swap settlements (contrarian portfolio rebalances); 1 recent swap settled ↔ LP-Maker","available":"ok β€” sole active hub, 8 open intents"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on binaries/LP, not an option buyer","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable β€” option-writer's Engine 1 is paused because no buyers exist, not because it failed to post. Momentum-Nikita's live 25 USDCβ†’11.31 SSV intent is out of mission scope. No ranking rotation or vol event occurred that Engine 2 should have acted on.","wakeScript":{"wellReasonedForMission":true,"good":["120-min fallback is appropriate cadence for a patient contrarian agent β€” avg_gap_min is 65, mission thinks in hours not minutes","Zero-LLM watcher; pure timer with no book-sniping risk","Has a fallback (nextFallbackMin=88), is armed, pidAlive=true β€” structurally healthy"],"lacking":["Pure timer cannot detect a sudden vol spike β‰₯1% or ranking rotation in real-time β€” signal latency up to 120 minutes","No monitoring for new buyer option intents appearing on-chain between fallbacks β€” Engine 1 resume condition 3 is polled, not event-driven"],"suggestedChange":"Add a lightweight vol-check loop inside the watcher (e.g., poll Pyth every 5 min for ETH/BTC price vs baseline; fire immediately if move β‰₯1%) β€” this collapses the signal latency from 120 min to ~5 min for the highest-priority Engine 1 resum"},"issues":[{"scope":"agent","title":"Custom-settled option PnL not reconciled","detail":"The 'custom settled ↔ Option-Taker-Matheus' deal closed an existing position, but no recent wake log records its outcome (profit/loss, strike vs settlement price). realized_pnl_usd is βˆ’$11.95 total β€” the agent should log each option settlement outcome to calibrate whether current strike/premium leve","fix":"In the wake following a custom settlement, fetch and log the deal's settlement price vs strike to attribute P&L to Engine 1 specifically; use this to decide whether to resume Engine 1 at adjusted parameters rather than waiting for all three conditions simultaneously"},{"scope":"agent","title":"120-min poll misses fast vol signals for Engine 1 resume","detail":"All three Engine 1 resume conditions are only checked at fallback (every ~120 min). A vol spike β‰₯1% β€” the most likely near-term trigger given crypto daily ranges β€” could be missed for up to 2 hours, delaying option posting into the window when implied vol is richest","fix":"Add intra-watcher Pyth price poll every 5 min; fire immediately on β‰₯1% move from baseline (zero LLM, pure price comparison)"}],"assessment":"No vol spike, no ranking rotation, no buyer option intents β€” all three Engine 1 resume conditions remain false through w60. The custom-settled deal confirms a prior option position closed (not a new open); Engine 2 is on-target with drift <Β±1.5%. At βˆ’4.1% drawdown and 30.5% USDC buffer, the agent is waiting correctly, not broken."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":876,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":672,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1129}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). No wakes since w26 (10:39 UTC Jun 10, ~592 min ago) β€” watcher armed/pidAlive=true with nextFallbackMin=1209 (~20h, β‰ˆ Jun11 20:00 UTC fallback). The ~10h silence is indirect price evidence: watcher polls every 60s and neither stop nor forward has triggered","badge":"RESTING, IN POSITION","confidence":"high","bottomLine":"Correctly armed and silent β€” 592 min dark with no stop/forward trigger is confirmation, not a problem. The Jun11 20:00 UTC fallback (1209 min out) is the designed pre-expiry assessment wake; lp-maker-matheus (97 deals, active) is the natural exit venue when it fires.","rootCause":{"class":"structural","evidence":"Only 2 settled deals lifetime ($0.75 PnL) β€” low deal count reflects thin mispriced inventory in the book (18 repeat wakes out of 26 total with 'no mispriced opportunities'), not agent failure. Agent is now in single-position hold mode awaiting exit, so deal formation is not the active objective."},"reasoningRead":"Sound and solving the right problem. The agent correctly identified needsApproval=true at w26 and preemptively approved on-chain before expiry pressure β€” that's proactive and mission-critical. The 18 repeat wakes of 'no mispriced opportunities' is not churn; the book genuinely lacks Polymarket-mispriced binaries/options (bear-yosher dark removes the main mispriced binary supply). No evidence of wr","wakeTriggers":["sAAPL oracle <= $277.34 (stop, -4.6% from current)","sAAPL oracle >= $303.75 (forward, +4.5% from current)","nowTs >= 1781294400 (Jun12 20:00 UTC horizon expiry)","new binary/option intent appears in open book","fallback Jun11 20:00 UTC (1781208000, ~1209 min / ~20h out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary exit venue for the sAAPL swap β€” 97 deals, active, quotes swaps near oracle mid from deep inventory","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes options that polymarket-ljuba can value against Polymarket distribution and take; 17 deals, ok","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets that are primary mispriced-binary taker targets β€” but 752 min crashed, removing the main supply of takeable binary inventor","available":"crashed (752 min dark)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets mirroring recent activity β€” could offer Polymarket-comparable binaries, 16 deals, ok","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for the binary/option taker side while bear-yosher (primary mispriced binary source) is crashed β€” no way to know if its 5 live contracts approaching expiry (bear↔mimic) were takeable at Polymarket-mispriced rates without the agent waking to check. The watcher's new-intent trigger would have fired if any appeared in the book during the 592-min window, so likely none hit the threshold.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers (stop $277.34 / forward $303.75) fire within the 60s poll β€” immediate exit on price move","Horizon expiry trigger (Jun12 20:00 UTC) is exact blockchain-time check, not wall-clock drift","Fallback Jun11 20:00 UTC gives a 24h pre-expiry assessment window to source maker candidates before pressure","New binary/option intent trigger correctly wakes on taker opportunities matching the mission","Zero-LLM watcher; fallback properly clamped to max(computed, 4h) to avoid negative delays","Reads horizonTs from state.json with hardcoded fallback β€” resilient to state corruption"],"lacking":["The fallback FALLBACK_MS is computed at watcher-arm time using Date.now() β€” if the watcher process restarts, the computed fallback shifts; should read from stat"],"suggestedChange":"Persist the fallback timestamp to state.json at arm time and re-read it on restart, same pattern as horizonTs β€” prevents drift if the watcher process is restarted between now and Jun11 20:00 UTC."},"issues":[{"scope":"agent","title":"Fallback timestamp recomputed on restart, could drift","detail":"FALLBACK_MS uses Date.now() at arm time. If watcher restarts before Jun11 20:00 UTC, the fallback shifts forward (up to 4h floor). Low urgency β€” the 4h floor prevents catastrophic drift β€” but could delay the pre-expiry assessment wake.","fix":"Write fallbackTs = 1781208000 to state.json at arm time; read it back on watcher init, same as horizonTs pattern already in the script."},{"scope":"agent","title":"Bear-yosher dark removes primary mispriced-binary supply","detail":"Bear-yosher (752 min crashed) is the main source of BinaryBets this agent values against Polymarket. With it dark, the 'no mispriced opportunities' pattern will continue regardless of how often polymarket-ljuba wakes. 5 bear↔mimic contracts approaching expiry (betExpiry ~1781139624, ~00:58 UTC Jun11","fix":"Resurrect bear-yosher or confirm mimic-ljuba posts enough standalone binary supply. Consider a manual nudge wake before the Jun11 00:58 UTC expiry cluster to check takeable bear↔mimic contracts."}],"assessment":"Correctly armed and silent β€” 592 min dark with no stop/forward trigger is confirmation, not a problem. The Jun11 20:00 UTC fallback (1209 min out) is the designed pre-expiry assessment wake; lp-maker-matheus (97 deals, active) is the natural exit venue when it fires."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0.49,0.6,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":98.66,"realizedPnl":-1.35,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":982,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":90,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":769}},"verdict":{"summary":"BTC #1294 filled at +4% premium in w45 remains the last deal (15 total, unchanged). The time-triggered wakeup set in w45 has NOT yet fired β€” watcher is armed (armed=true, pidAlive=true) with nextFallbackMin=786, consistent with ~13 hrs until the 14:00 UTC Jun-11 fallback and ~12.6 hrs until the 13:30 UTC stock-open trigger. Agent is in a deliberate, correctl","badge":"WAITING STOCK OPEN","confidence":"high","bottomLine":"No trigger has fired since last summary; deals still at 15, 0 open intents. The watcher is alive and armed for 13:30 UTC US stock open (nextFallbackMin=786 β‰ˆ fallback at 14:00 UTC). This is correct behavior β€” the agent's own post-w45 diagnosis ('no capital until stocks open') is being honored exactly as planned.","rootCause":{"class":"structural","evidence":"4 USDC lot remains below LP-Maker's ~12 USDC floor for direct BTC fill; BTC was only fillable at +4% to non-LP taker (w45 #1294). Stocks closed = sMSFT trim blocked = no capital source. Market-hours constraint, not agent logic failure."},"reasoningRead":"Sound and solving the right problem. The w39–w45 escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) was rational; the +4% fill was market-correct given LP's floor. Post-fill capital diagnosis was accurate. The only latent question is whether the lot size will remain at 4 USDC when stocks open β€” if LP's floor is still 12 USDC, the BTC DCA gap may require the same premium escalation again.","wakeTriggers":["Time trigger: Date.now() >= 2026-06-11T13:30:00Z (US stock open) β€” fires fireWake for sMSFT trim + BTC DCA","Fallback: 2026-06-11T14:00:00Z (786 min from snapshot) β€” ensures wake even if loop hiccup"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty (4 of 7 recent deals); will likely fill sMSFT swap at open; BTC only if lot β‰₯ 12 USDC","available":"ok, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Filled 1 recent swap; will take if spread is attractive vs CEX feed","available":"ok, active"},{"agent":"momentum-nikita","fit":"maybe","why":"Filled 1 swap; directional overlap possible on stock opens","available":"ok β€” has live 25 USDCβ†’11.31 SSV intent 4"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations; could cross on sMSFT if it's stretched","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"None measurable in holding window β€” no capital deployed by design. Watcher is not polling the book during this interval, so book-based opportunities are unmeasurable until next wake fires.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on 13:30 UTC stock open β€” the exact event that unlocks the next DCA slice","Hard fallback at 14:00 UTC ensures the agent wakes even if the time-check loop hiccups","Zero LLM in watcher; 60-second poll cadence is appropriate for a time-gated trigger","Label is descriptive: 'sMSFT trim + BTC DCA' makes the intent visible in board logs"],"lacking":["No guard if sMSFT oracle is unavailable or stocks open but the trim intent fails to post β€” agent would burn a full fallback cycle silently"],"suggestedChange":"Add a brief post-open validation: if stocks open but sMSFT oracle returns stale/zero, fireWake with an error label rather than proceeding blindly into the trim+DCA logic."},"issues":[{"scope":"agent","title":"BTC lot size still below LP floor β€” +4% premium likely to recur","detail":"4 USDC lot has been consistently below LP-Maker's ~12 USDC floor across all BTC attempts (w39–w45). Every BTC fill required a non-LP taker at escalating premium (+1.47%β†’+4%). After sMSFT trim the capital situation may not change.","fix":"On next BTC DCA wake, evaluate whether to pool multiple wakes into a single 12+ USDC intent to qualify for LP fills at near-oracle, rather than re-running the premium escalation ladder."}],"assessment":"No trigger has fired since last summary; deals still at 15, 0 open intents. The watcher is alive and armed for 13:30 UTC US stock open (nextFallbackMin=786 β‰ˆ fallback at 14:00 UTC). This is correct behavior β€” the agent's own post-w45 diagnosis ('no capital until stocks open') is being honored exactly as planned."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":791,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":684,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":982,"wakes":25,"firstWakeMs":1780924988000,"lastWakeMs":1781137531000,"ageMin":46,"lastWhy":"Both signals blocked: SSV by zero inventory, sNVDA by market hours.","repeatWakes":14,"avgGapMin":148,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781184900000,"watching":"US market open 13:30 UTC Jun 11 (sNVDA -1.52% buy-dip) or new sNVDA sell intent","armed":true,"nextFallbackMin":744}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 0)","hard fallback: 2h","MISSING: none by design β€” but watcher process is dead so none of these fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of last 10 settled deals; LP posts 8 open intents continuously β€” primary fill source for Vulture's swap edges","available":"active, 8 open intents, several near exp"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1 settled swap in recent history; likely external LP, unknown cadence","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker has 8 live intents (sNVDA/sAAPL/ETH lines at 0–1 min remaining per fleet context) that scan-edges would evaluate; fleet SSV gap +100bps flagged in Step-1 focus; Momentum-Nikita 25 USDCβ†’11.31 SSV intent (458 min left) is a potential take. Exact count unmeasurable without running scan-edges, but 618 min of LP-Maker activity with zero Vulture scans makes missed edges highly probable.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM poll loop (scan-edges + check-my-quotes via execSync, 30s cadence) β€” correct for a latency-sensitive opportunist","Honeypot blacklist pre-seeded (779/836/869) prevents refired wakes on known traps","Pre-expiry trigger (~5 min before soonest expiry) catches bait-suite hygiene without an LLM call","2h hard fallback guards against silent poll failure","Quote-erosion trigger (cancelCmds.length > 0) aligns with the 0.5%/1% floor discipline shown in w62–w67 logs"],"lacking":["Process is not running β€” script quality is moot until restarted","seenEdgeIds is in-memory only; a restart clears it, so honeypot 779/836/869 blacklist is lost on each boot (minor: they're hardcoded in the Set initializer, so "],"suggestedChange":"On restart, repost the bait suite (987/988/1001/948/949+4 all expired) before watcher arms β€” currently the agent will wake to an empty book with no live bait, losing the passive-income layer until the first LLM wake reprices and reposts."},"issues":[{"scope":"agent","title":"Process crash β€” agent fully dark 618 min","detail":"armed=false, pidAlive=false, nextFallbackMin=null. No self-recovery path. Last wake w67/14:36 UTC June 10.","fix":"Manual restart of Vulture-Andrew process. Check for OOM/exception in process logs at w67 to prevent recurrence."},{"scope":"agent","title":"Bait suite fully expired unmanaged","detail":"987 (sAAPL sell), 988 (sAAPL buy), 1001 (sNVDA), 948 (BTC sell), 949 (ETH sell) + at least 4 more expired during 618-min blackout. open_intents now 0.","fix":"On restart, reprice and repost the full bait suite before arming watcher β€” bait generates passive take-revenue that the agent has been dark on for 10+ hours."},{"scope":"agent","title":"618 min of LP-Maker edges unscanned","detail":"LP-Maker-Matheus (primary counterparty, 8/10 recent Vulture deals) has been posting continuously with 8 open intents. SSV +100bps gap and Momentum-Nikita's live SSV intent unexamined. Realized PnL already -$1.61 lifetime; each missed edge deepens the hole.","fix":"No fix beyond restart β€” scan-edges will surface any live β‰₯1% edges immediately on first post-restart poll."}],"assessment":"Process is dead (armed=false, pidAlive=false, nextFallbackMin=null). Deal counter frozen at 38 β€” the 5 LP-Maker/0xBd6a entries in settled_deals_detail are pre-crash history, not new on-chain finalizations. No activity in 618 min while LP-Maker (primary counterparty, 8 open intents) runs live."}}],"unattributed":{"sessions":1087,"tokens":147421971,"usd":76.38,"w5":2524065,"w5Usd":0.81,"hourly":[0,0.5,0,0,0.31,0.44,0.58,0,0.4,1.5,1.21,1.01,0,2.44,1.49,1.65,0.52,3.1,0.43,2.37,1.8,3.23,4.07,2.22]},"boardOverhead":{"sessions":1827,"tokens":37356042,"usd":79.43,"w5":2869931,"w5Usd":6.54,"hourly":[0.99,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08,1.38,1.15,1.55,1.21,1.34,1.88,0.84,0.68,0.76,0.73,0.79,0.82,0.84]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1031879749,"grandUsd":615.68,"grandSessions":3556,"attributedTokens":847101736,"unattributedTokens":147421971,"boardTokens":37356042,"reassembledTokens":1031879749,"tokensBalance":true,"attributionPct":85.2,"multiMatchSessions":114,"sessionsScanned":2737,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":43662,"dedupedMsgs":18419,"rawTokens":2324700731,"dedupedTokens":1031879749,"dupRatio":2.253}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T01:08:29.103Z","swarm":{"headline":"3 CRASHED, DEALS IN LIMBO","funnel":{"posted":1327,"settled":136,"conversionPct":10.25,"byTemplate":{"Swap":"~115 est. (LP-Maker 100 deals + Vulture 38 pre-crash + Arb 11 β€” some overlap; all 12 open intents are Swap)","BinaryBet":"~14 est. (Mimic reports 14/16 settled deals ↔ Bear; 3 currently live/unsettled past expiry)","custom":"~7 est. (Option-Writer/Taker closings + Bear↔Mimic custom; 2 custom in recent-16 deal window)","IndexBasket":0}},"liquidityMap":[{"market":"Swap (sNVDA / sAAPL / sMSFT / ","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom | Swing-Nikita | Momentum-Nikita | Rebalancer-Lior | 0xBd6a…9863","status":"Active but hub-concentrated β€” 8 open quotes (16-min lines for sMSFT/sNVDA expiri"},{"market":"BinaryBet (binary prediction)","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"FROZEN β€” Bear crashed 817 min; betExpiry 1781139624 passed 00:58 UTC Jun 11 with"},{"market":"Options (sNVDA / sMSFT)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"Supply dry β€” Engine 1 paused since w38 after 7 consecutive unfilled writes; Take"},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"NEVER ACTIVE β€” both agents uninitialized 17 cycles; zero IndexBasket intents acr"}],"causalLinks":[{"cause":"Bear-Yosher hard crash at w41 (11:17 UTC Jun 10, now 817 min dark, armed=false/pidAlive=false)","effect":"BinaryBet surface fully dark. 3 Bear↔Mimic deals past betExpiry 1781139624 stuck 'live' with no settlement path. Mimic-L","evidence":"Mimic wakes w55–w60: 'edge floor unmet / board empty'; Mimic 14/16 settled deals ↔ Bear; settled_deals_detail shows 3 Bear↔Mimic deals still 'live' post-expiry; Arb counter=11 unchanged for 8 consecut"},{"cause":"LP-Maker-Matheus is the sole functioning swap hub (100 deals, 8 open quotes, 5+ dependent takers)","effect":"Any LP-Maker disruption halts swap settlement fleet-wide. Swing-Nikita has zero fallback (5/5 deals ↔ LP-Maker exclusive","evidence":"Swing-Nikita reliableCounterparties=1; Momentum reliableCounterparties=1; Rebalancer: 'BTC only fillable at +4% to non-LP taker'; Arb: 'BTC/ETH clips exceed balance' forcing LP dependency"},{"cause":"Stacker-Massimo new crash (was armed/pidAlive=true in prior run; now armed=false/pidAlive=false at 662 min dark per orie","effect":"Market-open DCA plan blocked; the Step 2 LLM verdict was written on stale data β€” summary text says 'still armed, nextFal","evidence":"Orient: 'Stacker-Massimo was armed/pidAlive=true in prior summary, now false/false at 662 min dark β€” new crash'; Step 2 watcher field: {armed:false, nextFallbackMin:null, pidAlive:false}; health=stuck"},{"cause":"Option-Writer Engine 1 rational pause since w38 (7 consecutive unfilled option writes proved zero buyer demand)","effect":"Option-Taker polling an empty book for 201+ min; watcher fires every 60s but has not triggered; option market self-throt","evidence":"Option-Taker: reliableCounterparties=1, 201 min since last wake; Writer: nextFallbackMin=74 (monitoring, not writing); 'Engine 1 paused since w38 after 7 unfilled option writes proving zero buyer dema"},{"cause":"Arb-Hunter direction-check logic blocked a +100bps SSV gap at w193","effect":"Momentum-Nikita's live intent #1318 (25 USDC β†’ 11.79 SSV, 57 min left) represents a potential cross that did not clear. ","evidence":"Arb w193 log: 'SSV +100bps gap dir ->' (truncated mid-rejection); Momentum intent #1318 live on book; Arb reliableCounterparties=1; 'direction check appears to have blocked it'"}],"insights":[{"severity":"critical","title":"Bear-Yosher deal 75 in settlement limbo β€” betExpiry passed, 3 deals unresolved","detail":"betExpiry 1781139624 (00:58 UTC Jun 11) has passed. Bear crashed at w41; the watcher correctly set DEAL75_FIRE_AT_MS = (1781139624-300)*1000 but died before that trigger fired. 3 Bear↔Mimic deals (1 custom + 2 BinaryBet) remain 'live' in settled_deals_detail with no settlement recorded. Settlement path is unclear with Bear offline.","evidence":"settled_deals_detail: 3 Bear↔Mimic deals status='live'; betExpiry=1781139624 confirmed passed; Bear armed=false/pidAlive=false 817 min; 'no settlement recorded' per Step 2","scope":"fleet","fix":"Inspect deal 75 on-chain immediately; manually trigger settlement if betExpiry logic permits; restart bear-yosher with explicit recovery instruction to close 3 open deals with Mimic-Ljuba"},{"severity":"critical","title":"3 confirmed crashes β€” majority of fleet dark","detail":"Bear-Yosher: 817 min (w41, Jun 10 11:17 UTC). Vulture-Andrew: 618 min (w67, Jun 10 14:36 UTC), deal counter frozen at 38, bait suite fully expired. Stacker-Massimo: 662 min new crash confirmed by orient (was live prior run). Plus index-maker and index-taker never initialized across 17 consecutive cycles.","evidence":"All three: armed=false/pidAlive=false/nextFallbackMin=null; Vulture deal counter=38 unchanged 63+ min; Stacker orient: 'new crash needs diagnosis'; index pair: health=unknown, 0 wakes, $0 lifetime tokens","scope":"fleet","fix":"Priority order: (1) bear-yosher β€” deal limbo urgent; (2) stacker-massimo β€” 13:30 UTC Jun 11 market-open epoch approaching, diagnose crash cause before restart; (3) vulture-andrew β€” bait suite needs refresh after 618-min gap"},{"severity":"critical","title":"Step 2 stacker-massimo verdict written on stale data β€” synthesis override required","detail":"Step 2 summary says 'watcher countdown advanced to nextFallbackMin=129, still armed (pidAlive=true)' and badges 'STAGED FOR OPEN'. The watcher JSON ground truth in the same Step 2 record shows armed=false, pidAlive=false, nextFallbackMin=null. Orient Step 1 confirms new crash at 662 min. This is a data-consistency failure in the observer pipeline itself.","evidence":"Step 2 watcher field: {armed:false, nextFallbackMin:null, pidAlive:false}; health=stuck; orient ground truth: 'now false/false at 662 min β€” new crash needs diagnosis'","scope":"core","fix":"Add a post-Step-2 assertion: if summary text claims 'armed' or 'pidAlive=true' but watcher.armed=false AND watcher.pidAlive=false, flag as stale-data verdict and override badge to CRASHED before synthesis"},{"severity":"warn","title":"LP-Maker sole swap hub β€” no fallback, several quotes expiring in 16 min","detail":"sMSFT and sNVDA lines (4 intents) expire in 16 min; BTC/ETH/sAAPL/SSV lines expire in 47–49 min. If LP-Maker misses a repost cycle, Swing-Nikita (5/5 LP-dependent), Momentum-Nikita, and Rebalancer-Lior lose their only fill path. No second swap maker exists.","evidence":"LP-Maker open intents: 0.02 sMSFT and 12 USDCβ†’sMSFT at 16 min; 0.04 sNVDA at 16 min; LP-Maker armed=true/pidAlive=true/nextFallbackMin=25 β€” repost cadence should cover this","scope":"fleet","fix":"Monitor LP-Maker's 16-min expiry lines closely this cycle; longer term, activate a second swap market maker so LP downtime doesn't halt all swap settlement"},{"severity":"warn","title":"Arb-Hunter SSV direction-check may be over-filtering β€” +100bps gap blocked at w193","detail":"w193 logged 'SSV +100bps gap dir ->' with the rejection reason truncated. Momentum-Nikita's live 25 USDCβ†’11.79 SSV intent (#1318, 57 min remaining) could represent a valid counterpart. Arb counter=11 unchanged across 8 consecutive wakes (w186–w193) despite LP posting tight SSV lines.","evidence":"Arb log w193: 'SSV +100bps gap dir ->' (mid-truncation); Momentum intent #1318 on open book; arb counter=11 frozen; SSV appears in LP-Maker open intents (4 USDCβ†’1.906 SSV at 49 min)","scope":"fleet","fix":"Read arb-hunter-tom direction-check logic in current.ts; determine why SSV-sell at +100bps was rejected and whether the Momentum intent #1318 is a valid fill; if the filter is stale or misconfigured, update CLAUDE.md"},{"severity":"ok","title":"8 active agents operating correctly within mission constraints","detail":"LP-Maker: BTC ask gap resolved at w88, full 12/12 book held through w89–w90, 100 deals. Swing-Nikita: 3-wake DCA sequence (w21/w22/w23), 56 USDC committed, deepening on dislocation. Momentum-Nikita: 8 SSV tokens, strongest signal in 22 wakes per w22. Option-Writer: patient βˆ’4.3% drawdown hold (Engine 1 rational pause). Mimic-Ljuba: correctly idle, armed with 51-min fallback. Polymarket-Ljuba: sAAPL hold toward Jun 12 20:00 UTC. Rebalanc","evidence":"LP-Maker: armed=true/pidAlive=true/nextFallbackMin=25; Swing: reliableCounterparties=1, 3 DCA fills confirmed; Momentum: portfolio $75.15 USDC + $7.44 BTC + $17.68 SSV at w22; Mimic: armed=true/nextFallbackMin=51","scope":"fleet","fix":"No action required β€” maintain monitoring"}],"fleetMoves":[{"scope":"fleet","action":"URGENT: Inspect Bear-Yosher deal 75 on-chain (betExpiry 1781139624 passed); trigger settlement manually if valid; restart bear-yosher with explicit recovery mission to close 3 live Bear↔Mimic deals before attempting new BinaryBet activity"},{"scope":"fleet","action":"Restart stacker-massimo (662 min new crash, 13:30 UTC Jun 11 epoch approaching β€” diagnose crash cause first); restart vulture-andrew (618 min, bait suite expired and needs refresh)"},{"scope":"core","action":"Add post-Step-2 watcher ground-truth assertion: flag any verdict where summary claims armed/pidAlive=true but watcher JSON shows both false β€” prevents stale-data verdicts reaching synthesis (stacker-massimo failure this cycle)"},{"scope":"fleet","action":"Audit arb-hunter-tom direction-check for SSV path: w193 rejected +100bps gap β€” determine if the filter logic is stale, misconfigured, or intentional; check whether Momentum-Nikita intent #1318 (25 USDCβ†’11.79 SSV) was a valid untaken match"},{"scope":"fleet","action":"Provision index-maker and index-taker if IndexBasket market is intended β€” 17 null cycles = structural dead weight; 0 IndexBasket intents in 1327 total posted means the market has never existed"}],"at":"2026-06-11T01:12:17.440Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"EXPIRY PASSED, THREE DARK","healthDelta":"Worse vs last run β€” Bear-Yosher's flagged 00:58 UTC Jun 11 expiry has now passed with Bear still crashed (812 min dark, armed=false/pidAlive=false); Stacker-Massimo is a new crash (was armed/pidAlive=true in prior summary, now false/false at 662 min dark); Arb-Hunter-Tom resumed LP-taking (5 LP↔Arb ","focusAreas":["3 agents crashed (bear-yosher 812 min, stacker-massimo 662 min new crash, vulture-andrew 613 min) + 2 never initialized β€” over half the fleet dark","Bear-Yosher deal 75 betExpiry 1781139624 (00:58 UTC Jun 11) has now passed; 3 live Bear↔Mimic deals (1 custom + 2 BinaryBet) in-flight with Bear crashed β€” settlement path unclear","Stacker-Massimo was armed/pidAlive=true in prior run with countdown to 13:30 UTC epoch; now fully dark at 662 min β€” new crash needs diagnosis","LP-Maker is sole active hub: 8 open intents, several at 0–1 min remaining (sNVDA/sAAPL/ETH lines), repost cadence under pressure; 100 deals total (+4 since prior)","Arb-Hunter SSV gap (SSV +100bps, w193 direction-check block) may be relevant to Momentum-Nikita's live 25 USDCβ†’11.31 SSV intent (458 min left) β€” possible missed cross"],"perAgentFocus":{"arb-hunter-tom":"w193 logged 'SSV +100bps gap dir ->' truncated mid-rejection β€” does Momentum-Nikita's open 25 USDCβ†’11.31 SSV swap (458 min left, on book now) represent a takeable intent Arb missed, and is the direction-check logic the sole blocker or is th","bear-yosher":"Deal 75 betExpiry 1781139624 (00:58 UTC Jun 11) has now passed β€” did it settle or expire worthless? What is the current state of the 3 live Bear↔Mimic deals (1 custom + 2 BinaryBet) and who or what settles them with Bear crashed 812 min?","index-maker":"17th consecutive cycle check: any operator action (wallet provisioned, wake script added, health status change) since last run, or is this still a pure never-initialized null?","index-taker":"17th consecutive null β€” has index-maker posted any IndexBasket intent anywhere in the funnel (1318 posted total), or is upstream still completely absent?","lp-maker-matheus":"Several intents showed 0–1 min remaining at snapshot time (sNVDA, sAAPL, ETH lines) β€” did these expire and repost cleanly in w90+, and is the full 12/12 book maintained or are there gaps now?","mimic-ljuba":"nextFallbackMin=9 at snapshot = imminent wake; Bear↔Mimic has 3 live deals (1 custom + 2 BinaryBet) with Bear crashed β€” can Mimic independently trigger settlement on the expired binary (betExpiry 00:58 UTC passed), or is it stuck waiting fo","momentum-nikita":"Baseline was captured at w17 (~428+ min ago) and the open 25 USDCβ†’11.31 SSV intent has 458 min left β€” has baseline staleness now made the momentum signal meaningless, and is the posted SSV rate still valid vs current oracle price?","option-taker-matheus":"sNVDA call #118 (strike $203.69, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, expiry ~18:31 UTC Jun 11) are now ~5–6h from expiry β€” are they in-the-money per current Pyth, and did the recent Option-Writer↔Option-Taker custom sett","option-writer-matheus":"8 consecutive monitor-only wakes (w42–w49), portfolio at βˆ’4.3% drawdown β€” did the recent 'Option-Writer-Matheus ↔ Option-Taker-Matheus [custom] settled' deal in the recent list close an existing position or open a new one, and has ETH/BTC c","polymarket-ljuba":"650 min silent, nextFallbackMin=1151 (β‰ˆJun11 20:00 UTC) β€” is the sAAPL position still within stop ($277.34) / forward ($303.75) bands per current Pyth, and has any new BinaryBet or option supply appeared on the book that Polymarket's edge m","rebalancer-lior":"Prior summary said agent diagnosed 'no capital until stocks open' and set a time-triggered wakeup β€” did that trigger fire (deals still at 15, 68 min since last wake), and has it posted a new intent since the w45 BTC fill at +4% premium?","stacker-massimo":"Prior summary showed armed/pidAlive=true with nextFallbackMin=129 countdown to epoch 1781098200 (13:30 UTC Jun 11) β€” now shows armed=false/pidAlive=false at 662 min dark. Did the 13:30 UTC wakeup fire and then crash, or did it never fire? I","swing-nikita":"w23 intent (20 USDC β†’ sNVDA at βˆ’2.18% dislocation, ~24 min ago) β€” has it filled or is it still open? With 3 slices committed (56 USDC) and ~24.2 USDC remaining budget, is the agent about to hit budget ceiling, and is the dislocation still d","vulture-andrew":"Vulture shows 4 recent 'Vulture-Andrew ↔ LP-Maker-Matheus [Swap] settled' and 1 '↔ 0xBd6a [Swap] settled' in the deal list despite being crashed 613 min β€” are these pre-crash deals just now finalizing on-chain, and does the deal counter (st"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” 3 live Bear↔Mimic deals in-flight (including expired betExpiry 00:58 UTC), binary bet surface dead for 812 min, Mimic and Arb-Hunter both starved of binary flow"},{"scope":"agent","text":"Diagnose stacker-massimo crash β€” was armed last cycle with imminent 13:30 UTC epoch trigger; confirm whether wakeup fired before crashing or watcher died before epoch"},{"scope":"agent","text":"Restart vulture-andrew β€” 613 min dark, LP book has live fillable swaps (0xb591 15 USDCβ†’BTC, LP's own lines) that are prime vulture targets going unpoached"},{"scope":"fleet","text":"Clarify Bear↔Mimic live BinaryBet settlement path β€” with Bear crashed and betExpiry passed, determine if oracle auto-settles or if manual intervention is required to resolve the 2 live BinaryBet + 1 c"},{"scope":"agent","text":"Review arb-hunter-tom direction-check logic β€” SSV +100bps gap is being blocked by a direction check that may be misconfigured; cross-reference against Momentum-Nikita's live SSV swap to confirm missed"}],"at":"2026-06-11T00:54:22.596Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T02:07:09.534Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":42.92,"used7d":null,"used7dUsd":621.38,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":29,"estPct7d":43.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":82.3,"estPct7d":104,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":62.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":85.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":50262271,"w7":767326469,"tot":767326469},"haiku":{"w5":22178546,"w7":272782044,"tot":272782044}},"fleet":{"agentsUp":12,"lifetimeTokens":1040128324,"lifetimeUsd":621.38,"sessions":3608,"deals":137,"openIntents":12,"totalIntents":1341},"oracle":{"USDC":1,"ETH":1641.73,"BTC":62180.05,"SSV":2.12,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T02:05:35.380Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.01,1.33,0.45,0,0,0,0,0.52,0.41,0,0],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.25,"realizedPnl":0.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":932,"wakes":196,"firstWakeMs":1780927992000,"lastWakeMs":1781141640000,"ageMin":33,"lastWhy":"bestTake=null both surfaces. No binary bets. New stock intents non-actionable (no CEX feed, not held). SSV sell-edge dir","repeatWakes":182,"avgGapMin":18,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781144033910,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":7}},"verdict":{"summary":"Counter still at 11 β€” no net-new fills in w192–w193 (+2 wakes since last run, now 20+ consecutive waits). One credible near-miss: w193 logged SSV +100bps gap but the direction check appears to have blocked it (log truncated mid-rejection: 'SSV +100bps gap dir ->'). Binary bet surface structurally dead β€” Bear-Yosher 752 min crashed = zero binary bets posting.","badge":"Edge drought, SSV near-miss","confidence":"high","bottomLine":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (752 min dark) is the sole binary bet poster β€” 0 binary bets in book across w186–w193. LP-Maker-Matheus active (97 deals) but BTC/ETH clips exceed balance; SSV-sell path hit +100bps at w193 but was direction-rejected. Rebalancer-Lior #1280 is +271bps but clip unaffordable."},"reasoningRead":"Sound and disciplined β€” correctly skipping unaffordable BTC/ETH clips, surfacing CEX margins per wake, logging near-misses precisely. The 100bps SSV block at w193 may be correct (direction genuinely wrong) or a logic false-negative β€” truncated log makes it unverifiable. Reasoning solves the right problem; the edge drought is the market's fault, not the agent's.","wakeTriggers":["Binary bet appears (BINARY_BET_HASHES matched, intentId > HIGH_WATER=1302)","SSV-sell intent appears (clip ≀ 1.7714, implied β‰₯ CEXΓ—1.001)","30-min hard fallback","MISSING: no trigger for ETH/BTC swaps when/if wallet balance grows sufficient (acknowledged structural gap)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 97 deals, ok health; SSV-sell path is the live edge; BTC/ETH clips structurally unaffordable","available":"Active"},{"agent":"bear-yosher","fit":"yes","why":"Sole binary bet poster; arb's primary surface depends on it","available":"CRASHED β€” 752 min dark, zero bets postin"},{"agent":"mimic-ljuba","fit":"maybe","why":"Could post binary bets arb could take; 16 deals, ok health β€” no evidence of recent binary bet posts","available":"Active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posted #1280 (+271bps) and #1294 (+371bps) β€” both mBTC, both unaffordable clip","available":"Active but intents unaffordable"}],"reliableCounterparties":1,"missedOpportunities":"Possible: SSV +100bps gap at w193 blocked by direction check β€” if the direction rejection is a false negative (e.g. leg polarity check inverted), this was a fillable trade. mBTC #1294 +371bps is a balance-floor miss, not a logic miss. Binary surface: no bets to take, no opportunity to miss.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER filter (id > 1302) prevents spurious re-fires on stale intents","Binary bet template hash set is precise β€” no false positives","SSV CEX fetch with 30s cache limits external call rate","SSV_BALANCE guard (clip ≀ 1.7714) prevents overfill","30-min fallback is appropriate cadence for a taker waiting on book events","Skips BTC/ETH/stocks explicitly to reduce structural churn β€” correct given balance constraints"],"lacking":["SSV_BALANCE hardcoded at 1.7714 β€” stale after any fill, requires manual script update","Direction rejection at w193 is silent: 'SSV +100bps gap dir ->' truncated with no logged detail β€” cannot verify if correct or a bug"],"suggestedChange":"Log the exact direction-check rejection path when a β‰₯50bps SSV gap is blocked (print which leg is wrong-direction and at what implied price) β€” this is the one change that makes the w193 near-miss verifiable and either confirms correct behav"},"issues":[{"scope":"agent","title":"SSV_BALANCE hardcoded β€” stale after fills","detail":"SSV_BALANCE = 1.7714 is a literal in the script source. If arb-hunter-tom fills an SSV-sell intent, the constant is stale until the next manual script update, and the balance guard will over-restrict or under-restrict fills.","fix":"Fetch SSV wallet balance live via belt at each poll iteration (or once per wake) instead of using a hardcoded literal."},{"scope":"agent","title":"Direction rejection at w193 unverifiable β€” potential missed fill","detail":"w193 logged 'SSV +100bps gap dir ->' with the reasoning truncated. The +100bps exceeds the 50bps MIN_CEX_MARGIN_PCT threshold, so the only remaining gate is the direction check. If that check inverts the legs (wantsLeg/givesLeg polarity), a valid 100bps trade was blocked.","fix":"Add a verbose log line inside the direction-check branch: print the intent id, clip, impliedPrice, ssvCex, and which direction leg is failing so the next wake can confirm correct or incorrect rejection."},{"scope":"core","title":"Bear-Yosher crash eliminates binary bet supply fleet-wide","detail":"Bear-Yosher (752 min dark, armed=false/pidAlive=false) is the primary binary bet poster. With it crashed, arb-hunter-tom's binary surface has been structurally dead for 12+ hours β€” 0 binary bets in book across all recent wakes.","fix":"Fleet: resurrect Bear-Yosher or route binary bet posting to Mimic-Ljuba as a temporary supply source so the taker surface has material to work with."}],"assessment":"Deal counter frozen at 11 through w193. CEX-vs-oracle edge surfaced once at +100bps SSV (w193) but was blocked β€” direction leg check is the suspect. Binary surface dead while Bear-Yosher stays crashed. mBTC #1294 +371bps and #1280 +271bps are structurally unaffordable, not logic bugs."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.77,1.32,1.13,0.2,2.86,1.78],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":891,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":890,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"874 min dark (was 817 min prior, +57 min). Armed=false, pidAlive=false β€” confirmed hard crash, state unchanged. Deal 75 betExpiry 1781139624 (00:58 UTC Jun 11) has now passed; the watcher died ~13.5h before the DEAL75_FIRE_AT_MS trigger could fire. Intent 869 has also expired (open_intents=0, was 1 at prior summary). Three deals remain 'live' with Mimic-Ljub","badge":"CRASHED Β· DEALS STRANDED","confidence":"high","bottomLine":"Hard crash at 874 min with 3 unsettled live deals owed against Mimic-Ljuba. Deal 75 betExpiry passed at 00:58 UTC Jun 11 β€” BTC was 3.49% below strike at last live data (w39, ~10:17 Jun 10), meaning it was in-the-money at the watcher's last read, but the crashed agent cannot claim settlement. Intent 869 expired unfilled; no anchor has been on the book for 874 min.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false. Last PID 6802 died between w40 (10:39 Jun 10) and w41 (11:17 Jun 10); w41's watcher set DEAL75_FIRE_AT_MS=(1781139624-300)*1000 but process expired ~13.5h before that timestamp. All 17 historical deals are ↔ Mimic-Ljuba. 3 deals currently show status='live', none"},"reasoningRead":"Sound and on-mission through w41. The DEAL75_FIRE_AT_MS early-wake design was correct (5 min buffer before expiry). The crash is a platform/process failure β€” the logic itself was not solving the wrong problem. No churn or re-derivation pattern; the last 4 wakes show tight state-aware reasoning (duplicate-cancel at w37, deal-74 settlement confirmed at w39, anchor re-post at w41). The only fault is ","wakeTriggers":["Intent 869 fill or expiry (ownIntentResolved)","New BinaryBet on book (newMatches on templateHash)","ETH > $1,644.17 (+1.5% adverse from $1,619.82)","BTC > $62,011.60 (+1.5% adverse from $61,094.98)","Deal 75 near-expiry: Date.now() >= (1781139624-300)*1000 (~00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Sole counterparty across all 17 deals; takes BELOW binary bets nearly instantly per w36b. Still holds the 3 live deals.","available":"health=ok, 16 deals, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided BinaryBets; could overlap with bear-yosher's BELOW anchors if BTC stays deep below strike.","available":"health=ok, 11 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable β€” watcher dead since 11:17 Jun 10, blind to book for 874 min. Intent 869 expired unfilled; no anchor has been resting for the entire crash window. Any BinaryBets posted by other agents during this period were invisible to bear-yosher.","wakeScript":{"wellReasonedForMission":true,"good":["DEAL75_FIRE_AT_MS early-wake (5 min buffer) is exactly right for a time-sensitive bet settlement β€” zero polling waste, fires once at the right moment","Adverse price thresholds (+1.5% on both ETH and BTC) directly implement the halt condition from mission","New BinaryBet detection via templateHash filter is zero-LLM and book-aware, appropriate for a taker-first agent","4h fallback prevents permanent sleep if all other triggers miss"],"lacking":["No process self-resurrection or health-ping β€” watcher dies silently with no alert or restart mechanism","DEAL75_FIRE_AT_MS is a one-shot wall-clock check inside runWatchLoop; if the loop itself dies, the timestamp is never evaluated"],"suggestedChange":"Add a keepalive/heartbeat emission (e.g. write a timestamp to a well-known file every loop iteration) so external monitoring can detect watcher death within one poll cycle and trigger an operator alert or auto-restart β€” this single change w"},"issues":[{"scope":"core","title":"No watcher self-restart or death detection","detail":"All 3 crashed agents (bear-yosher 874 min, vulture-andrew 673 min, stacker-massimo 722 min) share the same failure mode: the watcher process dies silently and nothing restarts it. This is a platform gap, not per-agent logic.","fix":"SDK-level: armWatcher() should register a PID file and a supervisor (or cron) that restarts the watcher if the PID file is stale beyond 2Γ— the poll interval."},{"scope":"agent","title":"3 live deals with Mimic-Ljuba cannot settle without operator restart","detail":"2Γ—BinaryBet + 1Γ—custom, all status='live', all ↔ Mimic-Ljuba. Deal 75 betExpiry 1781139624 passed; if BTC was below strike at expiry (it was 3.49% below at w39, ~10:17 Jun 10), bear-yosher is owed a payout it cannot claim. Custom deal has no expiry in view β€” unknown duration of exposure.","fix":"Operator: restart bear-yosher immediately. On first wake, agent should enumerate live deal IDs, check expiry + settlement status, and call any required settlement tool before posting new intents."},{"scope":"agent","title":"Intent 869 expired, book anchor-less for 874 min","detail":"open_intents=0. The exactly-one-resting invariant has been violated since the crash. On restart, the first action must be to re-post a fresh BELOW anchor before any other logic runs.","fix":"On restart wake: check open_intents first; if 0, post anchor before scanning for bets to take. This is already the agent's pattern (w41 did it correctly) β€” just needs execution."}],"assessment":"Hard crash at 874 min with 3 unsettled live deals owed against Mimic-Ljuba. Deal 75 betExpiry passed at 00:58 UTC Jun 11 β€” BTC was 3.49% below strike at last live data (w39, ~10:17 Jun 10), meaning it was in-the-money at the watcher's last read, but the crashed agent cannot claim settlement. Intent 869 expired unfilled; no anchor has been on the book for 874 min."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"18th consecutive null cycle β€” no operator action detected. Prior conclusion stands unchanged: address=null (wallet never provisioned), 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. The focus question answer is unambiguously NO β€” nothing has changed since last run. Not a crash; simply never initi","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero delta for 18 cycles. No wallet, no script, no wakes, no watcher. The agent does not exist at runtime β€” only its mission CLAUDE.md has been written. Operator must provision a wallet and deploy a wake script before any analysis beyond this point is meaningful.","rootCause":{"class":"structural","evidence":"tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” every initialization signal is null or zero"},"reasoningRead":"No reasoning has ever executed. No cycles to evaluate. The mission is defined but the agent has never run.","wakeTriggers":["MISSING: no wake script exists β€” nothing can fire"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side taker of LONG IndexBasket intents that index-maker would post","available":"Also uninitialized (health=unknown, 0 de"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no book visibility","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists at all β€” wake_script_source=null","No fallback timer, no trigger condition, no watcher armed"],"suggestedChange":"Provision a wallet and write a wake script that wakes on a timer (e.g. every 30-60 min), checks for an existing open LONG IndexBasket intent on-chain, posts a new one if none exists, and publishes the contract source to the indexer β€” the en"},"issues":[{"scope":"agent","title":"Wallet never provisioned","detail":"address=null across all 18 observed cycles. The agent cannot post intents, pay gas, or interact with any on-chain surface without a funded wallet.","fix":"Operator must generate/assign a wallet address and fund it with USDC + gas before any further initialization step"},{"scope":"agent","title":"Wake script missing","detail":"wake_script_source=null β€” no current.ts exists. The watcher cannot be armed without a script.","fix":"Write and deploy current.ts: timer-based wake, check for open LONG IndexBasket intent, post if none, publish contract source to indexer"},{"scope":"agent","title":"index-taker also uninitialized β€” market will not clear even after index-maker comes online","detail":"The only designed counterparty (index-taker) is in the same null state. Even a correctly running index-maker will find zero takers.","fix":"Initialize index-taker in parallel; both agents must be live for any deal to form in this market"}],"assessment":"Zero delta for 18 cycles. No wallet, no script, no wakes, no watcher. The agent does not exist at runtime β€” only its mission CLAUDE.md has been written. Operator must provision a wallet and deploy a wake script before any analysis beyond this point is meaningful."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"18th consecutive null cycle β€” zero operator action, zero delta vs prior. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Step-1 focus question answered: no operator action has initialized this agent or index-maker this cycle. Funnel now at ~1318 intents with zero IndexBasket anywhere; index-taker remains structurally inert ","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"No change since last summary. Both index-taker and index-maker remain uninitialized (armed=false, pidAlive=false on both). Zero IndexBasket intents exist in the 1318-intent funnel β€” index-taker has nothing to audit or cross, and cannot self-bootstrap without an upstream LONG from index-maker.","rootCause":{"class":"structural","evidence":"0 wakes, $0 tokens lifetime, wake_script_source=null β€” agent has never run. 0 IndexBasket intents in 1318 total funnel entries. Only viable counterparty (index-maker) is identically uninitialized: armed=false, pidAlive=false."},"reasoningRead":"No reasoning to evaluate β€” agent has never executed. Not a reasoning failure; a pre-initialization failure. The design (fail-closed audit before crossing) is sound on paper but irrelevant until index-maker posts a single intent.","wakeTriggers":["MISSING: no wake script loaded β€” nothing can fire this agent","MISSING: no IndexBasket intents exist in the book β€” even a running watcher would find nothing to act on"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole supplier of LONG IndexBasket intents that index-taker is designed to cross SHORT","available":"crashed β€” armed=false, pidAlive=false, n"}],"reliableCounterparties":0,"missedOpportunities":"none β€” zero IndexBasket intents exist in the 1318-intent funnel; there is nothing to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent has never been initialized and has no watcher at all","no fallback timer, no armed state, no pid"],"suggestedChange":"Operator must initialize both index-maker and index-taker together; index-taker's watcher should poll the book for open IndexBasket LONG intents and wake on any match, with a cadence of ~15–30 min and a fallback of ~60 min"},"issues":[{"scope":"agent","title":"index-taker never initialized β€” no wake script, no watcher, never run","detail":"18 consecutive null cycles. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Operator has not bootstrapped the agent.","fix":"Operator runs the agent init flow to load a wake script; watcher should poll for open IndexBasket LONG intents at ~15–30 min cadence with 60 min fallback"},{"scope":"agent","title":"index-maker (sole counterparty) is also uninitialized β€” unblocking index-taker alone is insufficient","detail":"index-maker: armed=false, pidAlive=false, 0 deals, health=unknown. Both agents must be bootstrapped together or index-taker will run a live watcher against an empty book indefinitely.","fix":"Initialize index-maker first so it begins posting LONG IndexBasket intents; only then does initializing index-taker produce any activity"}],"assessment":"No change since last summary. Both index-taker and index-maker remain uninitialized (armed=false, pidAlive=false on both). Zero IndexBasket intents exist in the 1318-intent funnel β€” index-taker has nothing to audit or cross, and cannot self-bootstrap without an upstream LONG from index-maker."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":428,"msgs":9723,"total":609630037,"totalUsd":350.54,"w5":68886502,"w5Usd":36.22,"w5PctPool":27.6,"w7":609630037,"w7Usd":350.54,"w7PctPool":25.4,"w5Son":46707956,"w7Son":495962086,"hourly":[5.76,7.59,8.6,5.92,8.36,24.84,27.12,10.31,2.88,3.48,17.82,22.75,13.21,14.63,15.72,10.59,14.53,2.93,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T02:07:09.677Z","tokens":1059918,"usd":0.66,"msgs":21}},"onchain":{"deals":102,"openIntents":10,"balanceUsd":745.69,"realizedPnl":8.93,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1038,"wakes":92,"firstWakeMs":1781018900000,"lastWakeMs":1781142135000,"ageMin":25,"lastWhy":"Cluster A expiry mandatory. SSV bid #1324 was -193bps vs oracle 2.14 (repost target -25bps to rebuild thin SSV inventory","repeatWakes":84,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781143329398,"watching":"cluster A pre-expiry ts 1781142636 (~02:10 UTC) or new fillable swap | 30min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":27.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.1,0.14,0,0,0,0,0.4,0.19],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":932,"wakes":72,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":337,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":57,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781146833757,"watching":"new BinaryBet with β‰₯3pp taker edge (or 60 min fallback)","armed":true,"nextFallbackMin":53}},"verdict":{"summary":"The 3 live Bear↔Mimic deals (2Γ— BinaryBet, 1Γ— custom) confirmed oracle-settled: Mimic reports zero live deals from w63 onward, validating that oracle resolution runs without Bear-Yosher's participation. Bear has now been dark 872 min; board has had zero BinaryBet supply across wakes w57–w68. One self-originated BTC bear bet (intent #1088, w61, 65% fair vs 62","badge":"Board Dark, Waiting","confidence":"high","bottomLine":"Mimic is correctly idle with $63.62 USDC fully preserved; the 3 Bear↔Mimic deals all resolved via oracle as expected. The binary market is structurally dark β€” Bear-Yosher (sole BinaryBet source) has been offline 872 min, and the single self-originated bet (#1088) expired within 2 min. Nothing for Mimic to do until binary supply returns.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher dark 872 min; wakes w57–w68 all report empty binary board; Mimic's 16 settled deals are exclusively Bear↔Mimic; no other fleet agent is actively posting BinaryBets (polymarket-ljuba has 2 total deals, low throughput)"},"reasoningRead":"Sound and disciplined β€” 3pp edge floor and 1-deliberate-move/wake rule enforced consistently across 11 consecutive empty-board wakes (w58–w68). No churn, no resource waste. The only concern is intent #1088 (w61) expiring in ~2 min: if the TTL on self-originated bets is set too short, Mimic cannot generate its own flow even when edge is real. Solving the right problem (wait for supply or self-origi","wakeTriggers":["New BinaryBet intent appears on board (template hash 0x09cd...060c)","60-min fallback (unconditional)","MISSING: trigger on newly settled BinaryBets in recent flow β€” the mirroring half of Mimic's mission requires watching settled history, not just live intents; cu"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"sole BinaryBet poster to date; all 16 Mimic deals trace back to Bear","available":"crashed 872 min, no recovery signal"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission includes posting small-shade binaries; could provide mirror flow, but only 2 lifetime deals β€” throughput too low to sustain Mimic's ","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"posts baited near-decided binary intents β€” Mimic could take these; but vulture is crashed 673 min","available":"crashed 673 min"},{"agent":"arb-hunter-tom","fit":"no","why":"taker of near-decided binaries, not a poster; won't create flow for Mimic to mirror","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board has been empty for BinaryBets since Bear crashed. No takeable intents existed to miss. Self-originated #1088 expired in 2 min (w61β†’w62); whether that represents a missed re-post opportunity depends on whether the 3pp edge persisted after expiry (unmeasurable from current data).","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on new BinaryBet template-hash matches β€” zero false-positives on non-binary intents","Baseline seen-set pattern avoids re-firing on stale intents already evaluated","60-min fallback is appropriate cadence for a patient responder with no live flow","Zero-LLM, no 'book non-empty' trap, correct arming pattern"],"lacking":["Covers only the 'accept winnable open bets' path β€” the 'mirror recent BinaryBets' self-origination path has no dedicated trigger; relies entirely on the 60-min ","No detection of Bear-Yosher restart or any other BinaryBet poster coming online β€” a new poster would be caught only on first intent appearance, which is fine, b"],"suggestedChange":"Add a parallel settled-deal check: after populating the seen set, also query recently settled BinaryBets (last N min) and fire if any new settlement appeared since last wake β€” this gives Mimic a sharp mirroring trigger without waiting the f"},"issues":[{"scope":"agent","title":"Self-originated intent TTL too short (expired in ~2 min)","detail":"Intent #1088 was posted at w61 (06-10T17:45) and reported fully expired at w62 (06-10T17:47, 2 min later). A 2-min exposure window is too short for a counterparty to discover and take a BinaryBet, especially in a thin market. The self-origination path is functionally disabled.","fix":"Audit the TTL / deadline passed when posting self-originated BinaryBets in Mimic's CLAUDE.md/tools; increase to at least 30–60 min to match the watcher fallback cadence. Verify the posted intent deadline field matches intended duration."},{"scope":"agent","title":"Mirroring trigger missing from watcher","detail":"Watcher only fires on live board appearances; self-origination from recent settled flow (the 'mirror' path) has no dedicated wake signal and depends on the 60-min fallback β€” stale by definition.","fix":"Add settled-BinaryBet polling to current.ts as described in suggestedChange above."},{"scope":"agent","title":"Binary market structurally dark β€” sole supply source offline 872 min","detail":"Mimic has zero reliable counterparties while Bear-Yosher is down. Polymarket-Ljuba is the only other potential binary poster but has only 2 lifetime deals. No recovery path exists until Bear restarts or a new binary maker is deployed.","fix":"Restart or investigate bear-yosher (872 min crash). Separately, encourage polymarket-ljuba to increase binary posting rate to provide an alternative supply chain for Mimic."}],"assessment":"Mimic is correctly idle with $63.62 USDC fully preserved; the 3 Bear↔Mimic deals all resolved via oracle as expected. The binary market is structurally dark β€” Bear-Yosher (sole BinaryBet source) has been offline 872 min, and the single self-originated bet (#1088) expired within 2 min. Nothing for Mimic to do until binary supply returns."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":98.58,"realizedPnl":-1.42,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":950,"wakes":23,"firstWakeMs":1780940859000,"lastWakeMs":1781140080000,"ageMin":59,"lastWhy":"SSV momentum signal strong (>5pp gap fast, >6.9pp gap slow). Continuing to build toward 70% SSV target. Current 41.5% SS","repeatWakes":21,"avgGapMin":151,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781170780754,"watching":"intent-1327 resolve / new SSV seller / US open 13:30 UTC / 8.5h fallback","armed":true,"nextFallbackMin":453}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":935,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":456,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":886}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.87,0.27,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.31,"realizedPnl":-11.71,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":935,"wakes":62,"firstWakeMs":1780947228000,"lastWakeMs":1781141321000,"ageMin":38,"lastWhy":"Perfect portfolio balance + calm market + Engine 1 paused due to 7 consecutive unfilled options (wakes 26βˆ’37) = no actio","repeatWakes":7,"avgGapMin":65,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781148781054,"watching":"120-min fallback to re-assess vol/ranking/buyer option intents","armed":true,"nextFallbackMin":86}},"verdict":{"summary":"Pattern extends from 19+ to 23+ consecutive monitor-only wakes (w38 pause β†’ w61 now). ETH/BTC drawdown marginally recovered from βˆ’4.3% to βˆ’4.11% (confirmed w55) but the 1% vol-spike threshold remains unmet β€” w61 explicitly confirms all three Engine 1 resume conditions false: no vol spike β‰₯1%, no ranking rotation, no buyer option intents on-chain. No new opti","badge":"Engine 1 Paused / Waiting","confidence":"high","bottomLine":"Engine 1 correctly paused at w38 after 7 consecutive unfilled options (w26–w37) proved zero buyer demand; now 23+ monitor-only wakes with all three re-entry conditions still unmet per w61. Book at $95.91, drawdown βˆ’4.11% β€” stable but unmoved. No new option intents since w38; sNVDA #118/#119 already settled (0 open intents). This is disciplined waiting, not dysfunction.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option intents w26–w37 are the stated proof of zero buyer demand; Engine 2 (contrarian portfolio) in hold because no ranking rotation detected across w55–w61; drawdown βˆ’4.11% within 'secure' band per w55; settled_deals_detail shows only 1 custom (Option-Taker-Matheus, a prior "},"reasoningRead":"Sound and non-churning β€” the agent carries the same three explicit resume conditions (vol spike β‰₯1%, ranking rotation, buyer option intent visible) across every wake w55–w61 without re-deriving them. Engine 2 correctly holds without a rotation signal. No obsessive re-posting. One risk: the 1% threshold is checked manually each 120-min timer wake, so a vol spike that fires and fades within the 120-","wakeTriggers":["120-min fallback timer via armWatcher / fireWake","MISSING: no event-driven vol-spike trigger β€” a β‰₯1% ETH/BTC move between wakes goes undetected until the next timer fires"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Direct pairing for option-writing sleeve; 4 settled deals including 1 custom close already logged.","available":"ok β€” active, but selective; will only ta"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for Engine 2 portfolio rebalancing; 102 deals, reliably active.","available":"ok β€” 9 open intents across 6 pairs, heal"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take near-decided options if Engine 1 were writing, but no evidence of direct option pairing.","available":"ok β€” active, 11 deals"}],"reliableCounterparties":2,"missedOpportunities":"None verifiable β€” Engine 1 correctly paused pending a demand signal that has not appeared; Engine 2 correctly holding pending a ranking rotation that has not fired; sNVDA options #118/#119 expiring today are already settled (0 open intents). Cannot score missed opportunities for an engine that is intentionally dormant pending a specific trigger.","wakeScript":{"wellReasonedForMission":true,"good":["120-min cadence is appropriately patient for a paused-engine agent waiting on low-frequency signals (vol spikes, ranking rotations)","Zero-LLM, deterministic fallback only β€” no book-sniff that could fire spuriously","30-second poll interval within the 120-min window is reasonable and non-spammy"],"lacking":["No event-driven vol-spike trigger β€” if ETH/BTC moves β‰₯1% immediately after a wake, the agent waits up to 120 min before it even checks; a missed spike that reve","No trigger on buyer option intents appearing on-chain β€” the third resume condition is monitored only at manual LLM check time, not as a watcher event"],"suggestedChange":"Add a lightweight oracle-poll loop inside the watcher: every 5 min compare latest Pyth ETH/BTC price vs the price at wake-time; if drift β‰₯1%, fire immediately via fireWake('vol-spike detected') rather than waiting up to 120 min. This covers"},"issues":[{"scope":"agent","title":"Vol-spike trigger absent from watcher β€” 120-min blind window","detail":"Engine 1 resume condition #1 (vol spike β‰₯1%) is checked only at manual LLM wake, not continuously. A spike that fires and reverts within a 120-min window is invisible. With crypto intraday vol this is a real gap.","fix":"Add a 5-min oracle-price poll inside current.ts: store entry price on arm, compare each tick, fireWake on β‰₯1% drift. Pure JS, zero-LLM."},{"scope":"agent","title":"Buyer-intent trigger absent β€” relies on LLM to scan the book each wake","detail":"Resume condition #3 (buyer option intents on-chain) is not watched event-driven. If option-taker-matheus posts a qualifying intent between wakes, option-writer-matheus won't see it for up to 120 min.","fix":"Add a book-poll inside the watcher that checks for open Option intents with a buyer on the relevant assets; fire immediately if one appears. This is mission-critical for Engine 1 demand detection."},{"scope":"core","title":"No SDK helper for 'fire on vol spike from oracle' pattern","detail":"Multiple agents (option-writer-matheus, bear-yosher, momentum-nikita) need a vol-threshold watcher. Each is re-implementing or skipping it. A shared watchVolSpike(asset, thresholdPct, fireLabel) exported from wake-watch.js would eliminate the gap fleet-wide.","fix":"Add watchVolSpike(asset, thresholdPct, checkIntervalMs, fireLabel) to sdk/scripts/wake-watch.js β€” polls Pyth oracle, compares to entry price, calls fireWake on breach."}],"assessment":"Engine 1 correctly paused at w38 after 7 consecutive unfilled options (w26–w37) proved zero buyer demand; now 23+ monitor-only wakes with all three re-entry conditions still unmet per w61. Book at $95.91, drawdown βˆ’4.11% β€” stable but unmoved. No new option intents since w38; sNVDA #118/#119 already settled (0 open intents). This is disciplined waiting, not dysfunction."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":932,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":728,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1073}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 592 min (prior summary) to 712 min β€” 120 additional minutes, ~120 additional 60s polls β€” with no stop or forward trigger, confirming price has stayed within bounds the entire interval. Watcher armed/pidAlive=true; nextFallbackMin=108","badge":"HOLD OK, WAKE ~18H","confidence":"high","bottomLine":"712 min of unbroken 60s-poll silence is strong indirect evidence sAAPL price remains between $277.34–$303.75. The next mandatory wake is the hardcoded Jun 11 20:00 UTC fallback (~1089 min away), designed to check exit liquidity 24h before the Jun 12 20:00 UTC horizon β€” lp-maker-matheus (102 deals, healthy) is the natural swap counterparty for the sAAPL exit.","rootCause":{"class":"maker-only","evidence":"2 lifetime settled deals; 0 open intents; 18/26 repeat wakes all returning 'no mispriced opportunities' β€” agent is correctly selective (Polymarket-valuation threshold not met), currently in position-hold phase rather than taker-hunt phase. No new binary/option intents have appeared that clear the ed"},"reasoningRead":"Sound, solving the right problem. W25 self-corrected horizon from Jun10 16:00 UTC β†’ Jun12 20:00 UTC (correct), and w26 preemptively approved sAAPL spend before the exit swap was needed β€” both are operationally disciplined. The 18 repeat 'no-opportunity' wakes are correct behavior for a value-threshold buyer, not churn: the agent woke on new intent events, evaluated, found nothing mispriced, and re","wakeTriggers":["sAAPL oracle ≀ $277.34 (stop, βˆ’4%)","sAAPL oracle β‰₯ $303.75 (forward, +4.8%)","blockchain time β‰₯ 1781294400 (Jun12 20:00 UTC horizon expiry)","new binary/option intent appears on book","fallback: Jun11 20:00 UTC = unix 1781208000 (~1089 min, fires next)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary exit counterparty for sAAPL swap at Jun11 20:00 UTC wake; 102 deals, healthy, deep inventory","available":"active"},{"agent":"option-writer-matheus","fit":"yes","why":"Source of option intents that polymarket-ljuba values vs Polymarket distribution; sNVDA #118/#119 expire today","available":"active"},{"agent":"bear-yosher","fit":"maybe","why":"BinaryBet poster (crypto-down / equity-up bets), but BinaryBet surface is dead β€” no live bets to value","available":"stuck, 872 min offline"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of binaries, not poster β€” wrong side for polymarket-ljuba's taker role","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher fires on new intents and agent evaluates at wake-time, but no settled_deals_detail and no rejected-intent log means we cannot confirm whether any Polymarket-valued binary/option was available and passed over. No positive evidence of a miss; no positive evidence of a pass.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the two price levels that matter (stop/forward) via 60s oracle poll β€” right cadence for intraday equity moves","Fires on new binary/option intents β€” ensures the agent doesn't miss a freshly posted mispriced bet while in hold mode","Jun11 20:00 UTC fallback is intentionally 24h before expiry, giving time to line up exit makers β€” correct operational design","Reads horizonTs from state.json at runtime rather than hardcoding, so the w25 self-correction is honored","Zero-LLM, has fallback floor of 4h (Math.max), can't hang indefinitely"],"lacking":["lastWakeBets is null on first loop iteration β€” first pass just seeds the set and never fires on any intents present at startup; a brief blind window on each wat"],"suggestedChange":"Seed lastWakeBets from the intent list on startup (before entering the watch loop) so the first poll comparison is live immediately β€” eliminates the one-cycle blind window on watcher restart."},"issues":[{"scope":"agent","title":"One-cycle intent blind spot on watcher restart","detail":"lastWakeBets=null on startup means the first poll just initializes the set; any binary/option intent already on the book at restart is never seen as 'new'. Low-severity given fallback coverage, but worth fixing before the Jun11 20:00 UTC wake when the agent reassesses.","fix":"Move the intent fetch above the runWatchLoop call, seed lastWakeBets before loop entry, then compare inside the loop as normal."},{"scope":"agent","title":"Single reliable exit counterparty (lp-maker-matheus) for sAAPL swap","detail":"reliableCounterparties=1 for the exit swap. If lp-maker-matheus is unavailable at Jun11 20:00 UTC or Jun12 20:00 UTC, the exit has no fallback taker. Bear-yosher (stuck) and swing-nikita both touch sAAPL but are not reliable swap posters.","fix":"At the Jun11 20:00 UTC wake the agent should explicitly check whether lp-maker-matheus has open sAAPL swap capacity and flag early if not β€” don't assume exit liquidity."}],"assessment":"712 min of unbroken 60s-poll silence is strong indirect evidence sAAPL price remains between $277.34–$303.75. The next mandatory wake is the hardcoded Jun 11 20:00 UTC fallback (~1089 min away), designed to check exit liquidity 24h before the Jun 12 20:00 UTC horizon β€” lp-maker-matheus (102 deals, healthy) is the natural swap counterparty for the sAAPL exit."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":98.89,"realizedPnl":-1.12,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1038,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":146,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":713}},"verdict":{"summary":"Trigger has NOT fired this cycle. nextFallbackMin dropped 786β†’729 (~57 min elapsed), confirming the watcher is live and counting down to the 14:00 UTC Jun-11 fallback (~12.2 hrs out). US stock open (13:30 UTC) is ~11.6 hrs ahead. 15 settled deals unchanged β€” no capital deployed since BTC #1294 filled at +4% premium in w45. Agent is correctly idle: no open in","badge":"ARMED, STOCK-OPEN WAIT","confidence":"high","bottomLine":"Trigger has not fired; watcher is correctly counting down (nextFallbackMin 786β†’729, ~57 min elapsed). 15 deals unchanged, 0 open intents. Agent is structurally parked β€” no capital until sMSFT trim at 13:30 UTC Jun 11. Nothing is broken.","rootCause":{"class":"structural","evidence":"w45 reasoning: 'No capital to deploy until stocks open and sMSFT trim generates proceeds.' BTC #1294 (the last trade) consumed remaining crypto budget. sMSFT is overweight but untradeable until market opens. Stock close = no deployable capital = correct idle."},"reasoningRead":"Sound and on-mission. The premium escalation ladder (oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4%) across w41–w44 was disciplined: each failure was diagnosed and escalated correctly. w45 correctly concluded the cycle was complete and no further action was possible until stock open. The agent is NOT re-deriving or churning β€” it reached a terminal state for this epoch and set a time-trigger. Reasoning quality is hi","wakeTriggers":["Time-based: Date.now() >= STOCK_OPEN_MS (2026-06-11T13:30:00Z) β€” fires runWatchLoop check every 60 s","Fallback: armWatcher at 2026-06-11T14:00:00Z (~729 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 7 recent settled deals; 9 open intents across sMSFT/sNVDA/BTC/ETH/SSV/sAAPL β€” sMSFT is in book, which is exactly what rebalancer needs ","available":"ok, 102 deals, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 recent settled deal; arb-hunter takes near-oracle swaps opportunistically β€” could fill a BTC DCA slice if priced near oracle","available":"ok, 11 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"1 recent settled deal; momentum rotates into strong movers β€” could cross with rebalancer's trim if momentum is selling the same asset rebala","available":"ok, 6 deals"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent explicitly verified zero deployable capital (w45: 'Capital fully committed') and correctly identified no actionable book opportunities within budget constraints. No intents were posted that rebalancer could have taken.","wakeScript":{"wellReasonedForMission":true,"good":["Time-triggered on the exact market-open event the agent needs (13:30 UTC stock open) β€” not polling the book, which would be irrelevant while stocks are closed","30-minute fallback buffer (14:00 UTC) is appropriately tight β€” catches any loop hiccup without long drift","Zero-LLM, 60-second poll interval is correct for a time-based condition","Label is precise: 'US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA' leaves no ambiguity for the next wake"],"lacking":["FALLBACK_MS = Math.max(..., 5 * 60_000): if the process restarts after 14:00 UTC (e.g. crash+reboot), the fallback clamps to 5 minutes rather than 0, which is f","No check for LP-Maker-Matheus posting a sMSFT sell intent before stock open (unlikely while markets are closed, but possible if LP pre-posts)"],"suggestedChange":"After stock open fires: add a guard that if STOCK_OPEN_MS is already in the past at process start, call fireWake() immediately rather than relying on the 5-min clamp. One line: `if (Date.now() >= STOCK_OPEN_MS) { fireWake(\"US stock market a"},"issues":[{"scope":"agent","title":"Post-crash restart could miss stock-open trigger silently","detail":"If the watcher process dies and restarts after 13:30 UTC, FALLBACK_MS clamps to 5 min and fires via the fallback path β€” which is correct behavior but only by accident. The explicit time-trigger branch never fires because the condition is already true at start.","fix":"Add `if (Date.now() >= STOCK_OPEN_MS) fireWake(...)` before armWatcher so a cold-start after market open still fires the wake immediately."},{"scope":"agent","title":"BTC DCA premium ceiling not documented","detail":"Agent escalated to +4% (w44) before filling. The next BTC underweight episode will restart the ladder. There is no stated ceiling or 'give up' threshold β€” if LP widens further, the agent could post indefinitely above oracle with no terminal state.","fix":"In CLAUDE.md, define a max premium (e.g. +5%) and an explicit 'defer to next epoch' rule if that ceiling is hit without a fill."}],"assessment":"Trigger has not fired; watcher is correctly counting down (nextFallbackMin 786β†’729, ~57 min elapsed). 15 deals unchanged, 0 open intents. Agent is structurally parked β€” no capital until sMSFT trim at 13:30 UTC Jun 11. Nothing is broken."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":847,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":740,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Pre-open hold continues correctly. Watcher countdown has advanced from nextFallbackMin=189 (last run) to 129 now β€” consistent with ~60 min elapsed, no drift. Still armed (pidAlive=true) for epoch 1781098200 (13:30 UTC, ~99 min away from ~11:51 UTC now). Portfolio unchanged: 0.004928 sNVDA ($1.02), 9.00 USDC free. Both settled deals were with LP-Maker-Matheus","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget).","rootCause":{"class":"structural","evidence":"Pre-market window; CLAUDE.md enforces 09:30–16:00 ET only. No fills possible now by design. 2 settled deals both with LP-Maker-Matheus confirm the path clears at open."},"reasoningRead":"Sound and solving the right problem. w20 correctly identified 1.01% oracle drift and rotated intent 752β†’753 at refreshed price (oracleΓ—0.99). w21–w26 held cleanly on market-hours logic with no redundant on-chain action. No churn β€” 22 repeat wakes are pre-open holds, not re-deriving the same bad move.","wakeTriggers":["epoch 1781098200 reached (13:30 UTC 2026-06-10 = 09:30 AM ET) via 30-second poll loop","fallback at 14:00 UTC (open + 30 min) if poll misses"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker fills; LP has live sNVDA quote (12 USDC lot) and is confirmed able to fill Stacker's 0.50 USDC slices","available":"live, 12 open quotes including sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"none β€” pre-market, trading correctly blocked by CLAUDE.md market-hours rule; LP-Maker's sNVDA quote is live but Stacker cannot and should not act before 13:30 UTC","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at epoch 1781098200 (13:30 UTC) β€” the only moment Stacker is allowed to act","30-second poll cadence is appropriate: lightweight, zero-LLM, no book dependency","Fallback at open+30 min (14:00 UTC) is a sensible safety net; nextFallbackMin=129 confirms it resolves to ~14:00 UTC from current ~11:51 UTC","No book-watching needed for a pure DCA mission β€” correctly omitted"],"lacking":["fallbackMs when already past open evaluates to 30 min from invocation time, which is correct but implicit β€” a comment would prevent future confusion"],"suggestedChange":"No functional change needed; the script is mission-fit. Optional: add inline comment explaining the post-open fallbackMs edge case for maintainability."},"issues":[{"scope":"agent","title":"LP lot-size headroom shrinks as sNVDA price rises","detail":"LP posts 12 USDC lots; Stacker posts 0.50 USDC. Confirmed fills show LP accepts sub-lot today, but if LP tightens minimums or oracle price moves, 0.50 USDC may become un-fillable. Currently 9.00 USDC / 18 wakes remaining.","fix":"Monitor: if next fill at 13:30 fails despite LP live, check whether LP minimum crossed 0.50 USDC threshold and adjust slice size in CLAUDE.md."}],"assessment":"Watcher is correctly armed to fire at 13:30 UTC equity open (epoch 1781098200, fallback at 14:00 UTC). LP-Maker-Matheus is live with sNVDA quotes (12 USDC lot posted), and Stacker has 2 confirmed fills with LP-Maker proving the sub-lot fill path works. 9.00 USDC remains to deploy at 0.50 USDC/wake (~18 more wakes to exhaust budget)."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1038,"wakes":26,"firstWakeMs":1780924988000,"lastWakeMs":1781141331000,"ageMin":38,"lastWhy":"SSV blocked by zero inventory. sNVDA sub-threshold. All stocks market-hours blocked (01:28 UTC). No resting intents matc","repeatWakes":15,"avgGapMin":144,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781184900000,"watching":"US market open 13:30 UTC Jun 11 (sNVDA -1.52% buy-dip) or new sNVDA sell intent","armed":true,"nextFallbackMin":688}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for ' with truncated rejection. A 100bps gap exceeds typical arb thresholds; if the direction filter compares against the wrong oracle side (buy vs sell), the agent is systematically leaving viable arb on the table. Counter frozen at 11 for 20+ consecutive wakes.","evidence":"w193 log: 'SSV +100bps gap dir ->'; counter at 11 (unchanged from prior summary across w186–w193)","scope":"fleet","fix":"Read arb-hunter-tom current.ts direction-check logic. If filter compares oracle direction against agent's buy/sell side in reversed order, swap the comparison. If logic is correct, the gap was one-sided and unprofitable β€” no fix needed."},{"severity":"warn","title":"Index-Maker + Index-Taker uninitialized β€” 0 IndexBasket intents in 1334 funnel entries for 18 cycles","detail":"Zero wakes, zero lifetime tokens, null wake scripts for both agents. The IndexBasket product surface is entirely absent β€” not inactive, never launched. 18 consecutive null cycles with no operator action detected.","evidence":"wakes=0, tokens_lifetime_usd=0, wake_script_source=null for both; 0 IndexBasket in total funnel","scope":"fleet","fix":"Provision wallets and initialize both agents if IndexBasket is intended to be live. If intentionally deferred, document deferral to suppress false-alarm cycling in observer."}],"fleetMoves":[{"scope":"fleet","action":"Restart bear-yosher and vulture-andrew immediately β€” highest-leverage fleet improvement. Restores BinaryBet surface (unlocks Mimic-Ljuba supply and Arb-Hunter-Tom binary path) and sAAPL bait suite (restores price-discovery). Both have been dark 675–874 min with no auto-recovery."},{"scope":"fleet","action":"Verify stacker-massimo watcher liveness before 13:30 UTC Jun 11. If pidAlive=false confirmed, restart now to ensure pre-open epoch trigger fires into a live process."},{"scope":"core","action":"Implement SDK-level watchdog: auto-restart dead watchers (pidAlive=false AND armed=false) after configurable N minutes. Three crashes in this cycle (bear-yosher 874 min, vulture-andrew 675 min, stacker-massimo 722 min) have all required manual operator intervention β€” a platform-l"},{"scope":"fleet","action":"Audit arb-hunter-tom's SSV direction-check in current.ts β€” +100bps gap at w193 was rejected; confirm direction filter is comparing oracle side correctly for the agent's buy/sell position."},{"scope":"fleet","action":"Initialize index-maker and index-taker if IndexBasket is a live product. 18 null cycles with 0 IndexBasket intents in 1334 posted represents either an undeployed feature or a forgotten provisioning step."}],"at":"2026-06-11T02:07:55.395Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, 3 CRASHED","healthDelta":"Same 3 crashes as last run (bear-yosher 872 min, vulture-andrew 673 min, stacker-massimo 722 min β€” all unchanged); LP-Maker-Matheus accelerated to 102 deals (+6 vs 96 at prior summary) and arb-hunter-tom shows 4Γ— recent Swap settlements vs LP-Maker-Matheus in the recent-deals feed, suggesting the 20","focusAreas":["3 persistent crashes: bear-yosher (872 min), vulture-andrew (673 min), stacker-massimo (722 min) β€” BinaryBet surface dead, vulture bait suite expired, stacker pre-open epoch 1781098200 (13:30 UTC Jun ","LP-Maker-Matheus +6 deals this cycle (96β†’102); 9 open intents across 6 asset pairs (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) β€” book breadth and inventory burn rate need check","Arb-Hunter-Tom: 4Γ— 'Arb-Hunter-Tom ↔ LP-Maker-Matheus [Swap] settled' in recent-deals feed vs counter frozen at 11 in prior summary β€” determine if deal count actually moved","sNVDA options #118 (call, 17:37 UTC Jun 11) and #119 (put, 18:31 UTC Jun 11) expire today β€” settlement outcome imminent for both option-writer-matheus and option-taker-matheus","Swing-Nikita near budget-deployed: ~24.2 USDC remaining after 3 DCA slices (56 USDC committed); w23 intent (20 USDC, 0x045e) may have filled","Momentum-Nikita open intent #1318 (25 USDC β†’ 11.79 SSV) had 15 min left at data snapshot β€” filled or expired"],"perAgentFocus":{"arb-hunter-tom":"Did the deal counter break above 11? Four 'LP-Maker-Matheus ↔ Arb-Hunter-Tom [Swap] settled' entries appear in recent deals β€” are these new fills this cycle or pre-existing history, and did the SSV +100bps direction-check rejection logged m","bear-yosher":"Deal 75 expiry epoch 1781139624 (~00:58 UTC Jun 11) has passed β€” has it settled, and what is the status of the 3 Bear-Yosher ↔ Mimic-Ljuba live deals (2Γ— BinaryBet, 1Γ— custom) given the agent is 872 min crashed and cannot act on settlement?","index-maker":"Has any operator action initialized this agent since the 17th consecutive null cycle? Check for any wallet provisioning, new watcher state, or wake activity β€” this is the only unblock that matters.","index-taker":"Has any operator action initialized this agent? Index-maker's complete absence remains the structural blocker β€” has either agent seen any operator action that would unblock both simultaneously?","lp-maker-matheus":"Deals jumped 96β†’102 (+6 this cycle) with 9 open intents across 6 asset pairs β€” is the accelerated volume driven by arb-hunter-tom's revival, and is inventory healthy enough to sustain the current book depth without gaps emerging?","mimic-ljuba":"Bear-Yosher has been dark 872 min and is Mimic's sole BinaryBet source β€” are the 3 live Bear↔Mimic deals (2Γ— BinaryBet, 1Γ— custom) resolving via oracle without agent action, and what is Mimic doing now that no new binary flow exists?","momentum-nikita":"Intent #1318 (25 USDC β†’ 11.79 SSV, 15 min left at snapshot) β€” did it fill or expire? Has the SSV momentum signal from w22 sustained into the current wake, and what is the current portfolio composition vs the w22 baseline ($75.15 USDC + $7.4","option-taker-matheus":"sNVDA call #118 expires 17:37 UTC Jun 11 and put #119 expires 18:31 UTC β€” are these ITM or OTM at current oracle price, and is the watcher (nextFallbackMin=904) positioned to capture settlement or does it wake too late?","option-writer-matheus":"Engine 1 has been paused 19+ consecutive monitor-only wakes (w42–w60+) β€” has the ETH/BTC drawdown recovered above the 1% re-entry threshold, and has any new option intent been posted since w38?","polymarket-ljuba":"Holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75) with 710 min of silence β€” does the continued silence confirm the position is within bounds, and when does the Jun 12 ~20:00 UTC horizon trigger the next mandatory wake?","rebalancer-lior":"nextFallbackMin was 731 at prior summary (~14:00 UTC Jun 11 stock-open fallback) β€” has the trigger fired this cycle, and if so what DCA slice did the agent post or execute?","stacker-massimo":"Crashed (armed=false, pidAlive=false) 722 min ago β€” prior summary had it armed for epoch 1781098200 (13:30 UTC Jun 11 stock open). Has the 13:30 UTC window passed while the agent was dark, meaning it missed its buy trigger entirely?","swing-nikita":"w23 intent (20 USDC β†’ sNVDA, 0x045e) was the last open slice with dislocation at βˆ’2.18% β€” did it fill? With ~24.2 USDC remaining and nextFallbackMin=706, is the agent approaching full deployment or still in active posting mode?","vulture-andrew":"673 min crashed, bait suite fully expired β€” has any operator restart action occurred, and do LP-Maker-Matheus's 9 current open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) contain edges vulture would have scanned and taken?"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” deal 75 expiry epoch 1781139624 has passed, the BinaryBet surface has been dead 872 min, and Mimic-Ljuba's binary arm is starved with no upstream supply."},{"scope":"agent","text":"Restart vulture-andrew β€” 673 min dark, bait suite expired, and LP-Maker-Matheus has 9 live open intents across 6 pairs that may contain fresh mispricing edges vulture would normally scan."},{"scope":"agent","text":"Restart stacker-massimo β€” crashed at 722 min and likely missed the 13:30 UTC Jun 11 stock-open epoch trigger; needs assessment of whether the window has passed and whether to DCA at current price."},{"scope":"fleet","text":"Prioritize bear-yosher restart above all others β€” it is the sole BinaryBet poster; its absence starves mimic-ljuba and arb-hunter-tom's binary arm simultaneously, collapsing an entire market segment."},{"scope":"fleet","text":"Flag sNVDA option expirations #118 (17:37 UTC) and #119 (18:31 UTC Jun 11) as time-sensitive β€” both option-writer-matheus and option-taker-matheus must be awake and responsive at settlement."}],"at":"2026-06-11T01:51:44.412Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T03:11:10.991Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":40.19,"used7d":null,"used7dUsd":628.55,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.4,"estPct7d":43.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":80.7,"estPct7d":105.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":55.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":86.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":44745046,"w7":774654487,"tot":774654487},"haiku":{"w5":26290911,"w7":278494926,"tot":278494926}},"fleet":{"agentsUp":12,"lifetimeTokens":1053169224,"lifetimeUsd":628.55,"sessions":3662,"deals":137,"openIntents":10,"totalIntents":1352},"oracle":{"USDC":1,"ETH":1638.45,"BTC":62105.65,"SSV":2.16,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T03:05:35.994Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0,0,0,0,0.58,0,0,0.34,0.31,0.52,1.82,0.45,0,0,0,0,0.52,0.41,0],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.29,"realizedPnl":0.28,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":996,"wakes":198,"firstWakeMs":1780927992000,"lastWakeMs":1781146031000,"ageMin":24,"lastWhy":"bestTake=null on both surfaces. No binary bets. All new swap intents require assets not held or are taker-negative. SSV ","repeatWakes":184,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781147973838,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":8}},"verdict":{"summary":"Counter remains at 11 β€” no net-new fills across w192–w199 (+7 consecutive waits since last summary, now 27+ total). The 4 'LP-Maker-Matheus ↔ Arb-Hunter-Tom [Swap] settled' entries in the recent-deals feed are pre-existing history, not new fills this cycle. SSV +100bps gap in w193 was correctly blocked by the direction check (CEX 100bps above oracle means ta","badge":"WAITING, NO SURFACE","confidence":"high","bottomLine":"Deal counter frozen at 11 for 27+ wakes. Both surfaces are dry: binary bet book is empty (Bear-Yosher crashed 872 min = zero bet supply), and all swap intents are either directionally blocked, oversized vs 1.7714 SSV balance, or require assets not held. The SSV direction-check rejections in w193–w194 are correct β€” the agent is not misconfigured, the market simply has no actionable edge right now.","rootCause":{"class":"counterparty-starved","evidence":"0 binary bets on book (Bear-Yosher 872 min crashed); SSV sell-edge dormant or direction-filtered across w193–w199; best swap near-misses #1280 (+271bps mBTC, unaffordable) and #1294 (+371bps mBTC, unaffordable) confirm no clip-affordable actionable intent; HIGH_WATER 1292β†’1346 across 7 wakes with ze"},"reasoningRead":"Sound β€” solving the right problem. The direction check blocking w193's +100bps SSV gap is correct: the gap is CEX-vs-oracle (CEX above oracle), meaning taking at oracle-implied price would buy mSSV at a discount to CEX β€” a loss, not an arb. The agent correctly distinguishes 'gap exists' from 'gap is in the profitable direction.' No churn: waits are genuine waits, not mis-fires. HIGH_WATER tracking","wakeTriggers":["New intent ID > HIGH_WATER that is a binary bet (template hash match)","New mSSV-sell intent with clip ≀ 1.7714 SSV AND implied β‰₯ ssvCex Γ— 1.001","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9 of 11 settled deals; active at 102 deals; posts swaps arb-hunter can snipe when oracle lags CEX","available":"active, 9 open intents across 6 pairs β€” "},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet supply; arb-hunter's highest-edge surface","available":"CRASHED 872 min β€” zero binary bets on bo"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 of 11 deals historically; posts SSV/ETH swaps occasionally","available":"active, 15 deals β€” but no current action"},{"agent":"vulture-andrew","fit":"no","why":"Also a pure taker; no complementary maker flow","available":"CRASHED 673 min"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed. The SSV +100bps gap in w193 was correctly rejected by the direction check (taking would lose vs CEX). Near-misses #1280 and #1294 were mBTC, structurally unaffordable given balance. No binary bets to miss β€” book is empty.","wakeScript":{"wellReasonedForMission":true,"good":["Baselines seenIds on first poll β€” correctly ignores stale intents so no spurious fires on restart","Direction check (implied β‰₯ ssvCex Γ— 1.001) is mission-critical protection; correctly blocked the w193 false positive","HIGH_WATER filtering prunes already-seen intents efficiently; updated each wake","30-min fallback ensures agent re-evaluates even in a quiet book","Zero-LLM, fast polling, dual-surface coverage"],"lacking":["SSV_BALANCE hardcoded at 1.7714 β€” stale if SSV holdings change between script edits","No fire condition for 'binary bet approaching expiry on existing book' β€” only fires on NEW bets appearing, misses near-decided bets posted before watcher armed","ORACLE_SYMBOL map only covers BTC/ETH; SSV uses its own path (getSsvCex) but stock oracles (sNVDA/sMSFT/sAAPL) have no CEX feed at all β€” watcher correctly skips"],"suggestedChange":"Replace hardcoded `const SSV_BALANCE = 1.7714` with a dynamic balance fetch from belt at baseline time β€” a stale hardcoded balance will silently prevent SSV arbs once holdings drift."},"issues":[{"scope":"agent","title":"Binary bet surface dead β€” Bear-Yosher crashed 872 min","detail":"Arb-hunter's primary edge (near-decided binary bets) requires an active binary bet poster. Bear-Yosher is the only one and has been crashed 872 min. Zero binary bets on book across all 7 recent wakes.","fix":"Recover Bear-Yosher (or any other binary bet poster). Until then, arb-hunter's primary surface is structurally offline β€” not the agent's fault."},{"scope":"agent","title":"SSV_BALANCE hardcoded β€” stale balance silently blocks SSV arbs","detail":"wake_script_source hardcodes `SSV_BALANCE = 1.7714` for the clip-size check. If balance drifts (fills, fees), this value becomes wrong and will either over-block or under-block future SSV-sell opportunities.","fix":"Fetch balance from belt at watcher baseline and store in a let variable; refresh periodically or on each intent check."},{"scope":"agent","title":"No wake trigger for near-expiry binary bets already on book at arm time","detail":"Watcher only fires on NEW binary bet intent IDs (> HIGH_WATER). If a near-decided binary bet was posted before the watcher armed, it will never fire a wake for it β€” agent only catches it on the 30-min fallback.","fix":"Add a periodic scan for binary bets already in seenIds that are within NEAR_EXPIRY_SEC of expiry β€” fire wake if any cross the threshold."}],"assessment":"Deal counter frozen at 11 for 27+ wakes. Both surfaces are dry: binary bet book is empty (Bear-Yosher crashed 872 min = zero bet supply), and all swap intents are either directionally blocked, oversized vs 1.7714 SSV balance, or require assets not held. The SSV direction-check rejections in w193–w194 are correct β€” the agent is not misconfigured, the market simply has no actionable edge right now."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.51,0.97,0.7,1.23,2.25],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":955,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":954,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"940 min dark (+68 min vs prior 872 min). Hard crash unchanged: armed=false, pidAlive=false, 0 token spend since w41 (Jun 10 11:17 UTC). Deal 75 betExpiry epoch 1781139624 (~00:58 UTC Jun 11) passed ~15h ago; settled_deals still at 17 β€” deal 75 has NOT settled, remaining 'live' alongside 2 other BinaryBet/custom Mimic-Ljuba deals. Three live deals, capital lo","badge":"HARD CRASH β€” CAPITAL LOCKED","confidence":"high","bottomLine":"Deal 75 (BinaryBet vs Mimic-Ljuba, BTC 3.78% below $63,500 strike at crash β€” in-the-money) expired ~00:58 UTC Jun 11, ~15h ago, but shows 'live' not 'settled'; settled_deals frozen at 17. All 3 live Mimic-Ljuba deals (2Γ— BinaryBet, 1Γ— custom) remain unsettled with USDC locked. Agent cannot act; no watcher is running to trigger settlement.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false since w41 Jun 10 11:17 UTC; DEAL75_FIRE_AT_MS (1781139624-300)*1000 never fired β€” agent died 13.5h before trigger; 4h fallback (~15:17 UTC Jun 10) also never fired; settled_deals=17 unchanged across two summary cycles; 3 deals show status 'live' not 'settled'"},"reasoningRead":"Reasoning was sound during its active run (disciplined exactly-one-resting invariant, deal-75 near-expiry anchor, adverse-move guards). Now moot β€” no agent is running. The crash is not a logic failure; the watcher process died and cannot self-resurrect.","wakeTriggers":["Intent 869 fill/expiry (expired β€” open_intents now 0)","New BinaryBet on book","ETH adverse >+1.5% from $1,619.82 ($1,644.17 threshold)","BTC adverse >+1.5% from $61,094.98 ($62,011.60 threshold)","DEAL75_FIRE_AT_MS: (1781139624-300)*1000 β€” MISSED: agent dead 13.5h before trigger","4h fallback (~15:17 UTC Jun 10) β€” MISSED: pidAlive=false, fallback never armed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"All 3 live deals are bear-yosher ↔ Mimic-Ljuba; Mimic-Ljuba is the sole realized counterparty across 17 settled deals","available":"ok (health ok, 16 deals active) β€” but ca"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided BinaryBets; could have been a counterparty on new bets bear-yosher can no longer post","available":"ok (health ok, 11 deals) β€” irrelevant wh"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Oracle-fair swap counterparty for tech-basket buys; bear-yosher has no USDC free to swap while locked","available":"ok (102 deals, active) β€” irrelevant whil"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book since w41 crash; additionally, deal 75 in-the-money settlement (BTC ~3.78% below strike at last known price) is a missed realized gain β€” locked in 'live' state for ~15h with no mechanism to claim.","wakeScript":{"wellReasonedForMission":true,"good":["DEAL75_FIRE_AT_MS anchor was correct: 5-min pre-expiry trigger for in-time settlement call","Adverse-move guards (ETH/BTC +1.5%) align with mission halt condition","New BinaryBet scan fires on actionable book events only (not 'book non-empty')","4h fallback was appropriate cadence for a patient bear position"],"lacking":["No self-resurrection path: if pidAlive=false, no fallback can re-arm β€” watcher design assumes the process survives","No external watchdog or supervisor to restart on crash; the 4h fallback is only reachable if the process is alive"],"suggestedChange":"Add a supervisor / process-monitor layer (or core SDK heartbeat) that detects pidAlive=false and restarts the watcher process β€” the script logic is sound but useless if the process is dead."},"issues":[{"scope":"agent","title":"Hard crash since Jun 10 11:17 UTC β€” 940 min dark, cannot self-recover","detail":"watcher.armed=false, pidAlive=false. All 5 triggers in the wake script (intent 869 expiry, new BinaryBet, ETH/BTC adverse, DEAL75_FIRE_AT_MS, 4h fallback) fired or expired while the process was dead β€” none reached the agent.","fix":"Manual restart of bear-yosher; on restart, first action should be settle/claim deal 75 and audit the other 2 live Mimic-Ljuba deals."},{"scope":"agent","title":"Deal 75 settlement missed β€” in-the-money BinaryBet unclaimed ~15h past betExpiry","detail":"BTC was 3.78% below $63,500 strike at last agent wake (w36, Jun 10 08:57 UTC). betExpiry epoch 1781139624 passed ~00:58 UTC Jun 11. settled_deals unchanged at 17 across two cycles β€” deal 75 shows 'live', not 'settled'. USDC locked.","fix":"On restart: call settle for deal 75 immediately; verify whether the in-the-money outcome can still be claimed on-chain."},{"scope":"core","title":"No permissionless settlement path for expired in-the-money deals","detail":"If settlement requires an agent-side call and the agent is crashed, USDC remains locked indefinitely in 'live' deals. Deal 75 is ~15h past expiry with no on-chain resolution. Same risk applies to the 2 other live Mimic-Ljuba deals.","fix":"Implement a permissionless settle entrypoint (or a fleet-level settler bot) that any agent β€” or an external keeper β€” can call once betExpiry passes, so capital is not permanently stranded by a single agent crash."}],"assessment":"Deal 75 (BinaryBet vs Mimic-Ljuba, BTC 3.78% below $63,500 strike at crash β€” in-the-money) expired ~00:58 UTC Jun 11, ~15h ago, but shows 'live' not 'settled'; settled_deals frozen at 17. All 3 live Mimic-Ljuba deals (2Γ— BinaryBet, 1Γ— custom) remain unsettled with USDC locked. Agent cannot act; no watcher is running to trigger settlement."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"19th consecutive null cycle β€” focus question answer is NO, again. State is bit-for-bit identical to prior summary: address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No wallet provisioning, no new watcher state, no wake activity detected this cycle. Not a crash; never initialized.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has produced 0 tokens across 0 wakes across all tracked time. The unblock is operator-side only: wallet provisioning + watcher deployment. Nothing in the agent's own logic can self-start from this state.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0 β€” no evidence of any initialization event across 19 observed cycles"},"reasoningRead":"N/A β€” no reasoning has ever run. No wake script exists to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires this agent","MISSING: no wallet provisioned β€” agent cannot act even if woken"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact complement to index-maker's LONG publishing role","available":"unknown β€” index-taker is also health=unk"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, cannot evaluate missed intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all","No fallback timer configured","No wallet to fund any intent even if script were deployed"],"suggestedChange":"Operator must provision wallet and deploy watcher before any script quality assessment is possible β€” this is prerequisite work, not a script tuning question"},"issues":[{"scope":"agent","title":"Wallet never provisioned","detail":"address=null across 19 observed cycles. Agent cannot post intents, hold inventory, or pay gas without a funded wallet.","fix":"Operator: provision and fund an EOA for index-maker; inject address into agent config"},{"scope":"agent","title":"Watcher never deployed","detail":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false. No autonomous wake mechanism exists.","fix":"Operator: author and deploy current.ts for index-maker; arm the watcher process"},{"scope":"agent","title":"index-taker initialization unknown","detail":"index-maker's only known counterparty (index-taker) is also health=unknown β€” even if index-maker came online, there may be no taker for its LONG IndexBasket intents.","fix":"Verify index-taker initialization in parallel with index-maker; both must be live for any deal to form"}],"assessment":"index-maker has produced 0 tokens across 0 wakes across all tracked time. The unblock is operator-side only: wallet provisioning + watcher deployment. Nothing in the agent's own logic can self-start from this state."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"19th consecutive null cycle β€” zero delta vs prior summary. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Step-1 focus question answered: no operator action has initialized this agent or index-maker this cycle. Funnel at ~1318+ intents with zero IndexBasket intents anywhere; index-taker remains structurally inert and canno","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Index-taker has 0 wakes, $0 lifetime tokens, and no wake script β€” it has never run. Index-maker is in the same state, so even a fully initialized index-taker would find zero IndexBasket intents to audit or take. Both agents require simultaneous operator initialization to unblock the pair.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, 0 lifetime USD; index-maker identically uninitialized; zero IndexBasket intents in a funnel of 1318+ total intents across all other templates"},"reasoningRead":"N/A β€” agent has never executed a reasoning cycle. No reasoning to evaluate.","wakeTriggers":["MISSING: operator must deploy wake script and initialize the agent process β€” nothing fires without it","MISSING: index-maker must also be initialized to supply LONG IndexBasket intents for this agent to audit and take"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty β€” posts LONG IndexBasket intents that index-taker takes the SHORT side of","available":"also uninitialized; armed=false, pidAliv"}],"reliableCounterparties":0,"missedOpportunities":"none β€” zero IndexBasket intents exist anywhere in the funnel; no takeable opportunity has appeared across all 19 observed cycles","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script has ever been deployed","Cannot evaluate cadence, fallback, or book-polling logic without a script"],"suggestedChange":"Operator must deploy a wake script that polls for open IndexBasket intents, fetches verified source from the indexer, runs audit-custom-deal, and crosses only on ACCEPT β€” but this is blocked until index-maker is initialized first to supply "},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wake script, no process","detail":"wake_script_source=null, armed=false, pidAlive=false across 19 consecutive observer cycles. The agent cannot self-start.","fix":"Operator deploys wake script and starts the agent process. Should be done simultaneously with index-maker initialization, since without index-maker there are zero IndexBasket intents to take."},{"scope":"agent","title":"Index pair (index-maker + index-taker) is a dead market β€” both sides uninitialized","detail":"Neither agent has ever run. The IndexBasket template has 0 intents in a funnel of 1318+ across all other templates. Initializing index-taker alone produces a taker with nothing to take.","fix":"Treat initialization as an atomic pair operation: deploy both agents together. Index-maker posts LONG IndexBasket; index-taker audits and takes SHORT. Neither is useful without the other."}],"assessment":"Index-taker has 0 wakes, $0 lifetime tokens, and no wake script β€” it has never run. Index-maker is in the same state, so even a fully initialized index-taker would find zero IndexBasket intents to audit or take. Both agents require simultaneous operator initialization to unblock the pair."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":437,"msgs":9911,"total":621494527,"totalUsd":355.93,"w5":66775836,"w5Usd":32.86,"w5PctPool":26.7,"w7":621494527,"w7Usd":355.93,"w7PctPool":25.9,"w5Son":40484925,"w7Son":502113694,"hourly":[4.39,5.67,8.57,8.55,5.68,7.7,23.52,27.27,12.03,3.37,2.84,16.93,22.91,13.72,13.83,17.38,10.25,12.99,4.81,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T03:09:28.397Z","tokens":891766,"usd":0.7,"msgs":17}},"onchain":{"deals":102,"openIntents":9,"balanceUsd":745.94,"realizedPnl":7.64,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1102,"wakes":94,"firstWakeMs":1781018900000,"lastWakeMs":1781144640000,"ageMin":47,"lastWhy":"Cluster B expiry routine + SSV oracle 2.12β†’2.14 made #1334 land at 0bps (free option risk if SSV continues rising).","repeatWakes":86,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781150602844,"watching":"cluster C pre-expiry ts 1781146752 (~02:59 UTC) or new fillable swap | 1.5h fallback","armed":true,"nextFallbackMin":52}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":26.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0,0.24,0,0,0,0,0.27],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":996,"wakes":88,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":401,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":57,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781150553673,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":51}},"verdict":{"summary":"The 3 Bear↔Mimic deals (2Γ— BinaryBet, 1Γ— custom) confirmed oracle-settled with no agent action required β€” Mimic has reported zero live deals since w63, validating the prior conclusion. Wakes w65–w69 are more empty-board holds: β‰₯3pp edge floor unmet, no BinaryBet supply, $63.62 USDC intact; self-originated intent #1088 expired unfilled per w69. Watcher is ARM","badge":"WAITING, NO SUPPLY","confidence":"high","bottomLine":"Mimic is correctly idle β€” 12 consecutive hold wakes (w57–w69) all cite an empty BinaryBet board; $63.62 USDC is fully intact with zero exposure. The oracle-settled all 3 Bear↔Mimic deals without agent participation (zero live deals since w63). The mission is not broken β€” the market is: Bear-Yosher (sole BinaryBet source) has been dark 872 min and no substitute has emerged.","rootCause":{"class":"counterparty-starved","evidence":"All 16 settled deals trace to Bear-Yosher (3 listed in settled_deals_detail: 2Γ— BinaryBet, 1Γ— custom). No BinaryBet intents on board w57–w69 (10+ consecutive empty wakes). Self-posted intent #1088 expired unfilled (low taker demand, per w69). No other fleet agent posts BinaryBets."},"reasoningRead":"Sound discipline β€” β‰₯3pp edge floor and one-deliberate-move rule enforced consistently across all wakes. However, after 12 consecutive empty-board wakes, Mimic is correctly waiting but solving the wrong sub-problem: its watcher and logic assume BinaryBet supply will return, not that the supply chain itself is broken. The gap between 'correctly patient' and 'mission-paused indefinitely' is now 14+ h","wakeTriggers":["new BinaryBet intent appears in open intents feed (newMatches on BINARY_BET_TEMPLATE hash)","60-min fallback (doing all the work since w57 β€” trigger has not fired once in 12 wakes)","MISSING: no trigger for binary intents from arb-hunter-tom or polymarket-ljuba as substitute sources","MISSING: no hook on Bear-Yosher revival or any other BinaryBet poster going live"],"counterparties":[{"agent":"bear-yosher","fit":"no","why":"sole historical BinaryBet source; dark 872 min with watcher.armed=false, pidAlive=false","available":"crashed/offline"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries and could post BinaryBets Mimic could mirror; 11 settled deals, health ok β€” but no evidence it posts binary supp","available":"active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries (mission confirmed); 2 deals, health ok β€” thin but nonzero BinaryBet poster","available":"active"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board was empty of BinaryBets across all wakes w57–w69. No takeable binary intents existed. Self-originated intent #1088 expired unfilled, confirming thin taker demand even for Mimic's own posts.","wakeScript":{"wellReasonedForMission":true,"good":["Fires correctly on new BinaryBet by templateHash match β€” zero false positives","60-min fallback prevents permanent sleep; baseline seen-set initialization is clean","Zero-LLM watcher; can't fire on 'book non-empty' generically"],"lacking":["60-min fallback is now the only signal path β€” the newBet trigger has not fired once across 12 wakes; the watcher is functionally a 60-min cron","No awareness of polymarket-ljuba or arb-hunter-tom as secondary BinaryBet sources","No signal on Bear-Yosher coming back online β€” the one event that would unblock Mimic"],"suggestedChange":"Add polymarket-ljuba's address as a secondary BinaryBet watcher target so newMatches also catches binaries from the one other active poster; this gives the event-driven trigger a realistic chance of firing while Bear remains dark."},"issues":[{"scope":"agent","title":"BinaryBet supply chain broken β€” Bear-Yosher (sole reliable source) dark 872 min","detail":"All 16 of Mimic's settled deals originate from Bear-Yosher. With Bear offline, Mimic has zero inbound flow. Polymarket-ljuba (2 deals) and arb-hunter-tom (11 deals) are the only active agents with any binary adjacency but neither is currently posting BinaryBets Mimic can mirror.","fix":"Revive Bear-Yosher (scope: bear-yosher agent owner) or activate a second BinaryBet-posting agent; as interim, ensure polymarket-ljuba's posting cadence produces at least one binary Mimic can see each cycle."},{"scope":"agent","title":"Mission bottleneck: watcher and logic assume supply returns; no adaptation after 12+ empty wakes","detail":"Mimic's CLAUDE.md and watcher are built around Bear-Yosher as sole source. After 14+ hours of zero supply, the agent has no fallback behavior (e.g., post its own binary based on oracle, or mirror polymarket-ljuba). Intent #1088 was one self-post attempt but expired unfilled.","fix":"Update CLAUDE.md to add polymarket-ljuba and arb-hunter-tom as valid copy-sources; update watcher to also match their addresses on BINARY_BET_TEMPLATE intents."}],"assessment":"Mimic is correctly idle β€” 12 consecutive hold wakes (w57–w69) all cite an empty BinaryBet board; $63.62 USDC is fully intact with zero exposure. The oracle-settled all 3 Bear↔Mimic deals without agent participation (zero live deals since w63). The mission is not broken β€” the market is: Bear-Yosher (sole BinaryBet source) has been dark 872 min and no substitute has emerged."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":99.34,"realizedPnl":-0.66,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1014,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":66,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":480}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":999,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":520,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":822}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.67,0.47,0,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.25,"realizedPnl":-11.77,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":999,"wakes":66,"firstWakeMs":1780947228000,"lastWakeMs":1781147128000,"ageMin":6,"lastWhy":"Both engines correctly positioned for calm market. Option-writing pause proven by 7-time no-demand signal from wakes 26–","repeatWakes":8,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781152423739,"watching":"vol spike β‰₯1% OR new buyer option intent OR 120-min fallback","armed":true,"nextFallbackMin":83}},"verdict":{"summary":"Engine 1 pause now extends to 27+ consecutive monitor-only wakes (w38 pause β†’ w65 now, up from 23+ at last summary). Four new wakes (w62–w65) all confirm the same state: no vol spike β‰₯1% (w62 explicitly logs max move βˆ’3.427% below baseline β€” drawdown is deeper than at prior summary, not recovering), no ranking rotation (inventory 69.6% / USDC 30.4% β€” perfect","badge":"ENGINE 1 LOCKED","confidence":"high","bottomLine":"ETH/BTC drawdown deepened to βˆ’3.427% (w62) β€” further from the 1% vol-spike re-entry trigger than at last summary. Zero buyer option intents have appeared since w38. Engine 1 is in a self-reinforcing deadlock: it won't write without a buyer signal, and the only natural counterparty (option-taker-matheus, 4 settled deals) takes from written options rather than posting purchaser intents, so that signal may never arrive.","rootCause":{"class":"maker-only","evidence":"17 settled deals total; only 1 option-settled deal visible (custom settled ↔ Option-Taker-Matheus); 7 consecutive unfilled option writes (w26–w37) proved buyer demand absent; w63–w65 confirm zero premium buyers; no buyer-side option intents observed across 27+ wakes"},"reasoningRead":"Sound on self-diagnosis β€” the agent correctly tracks all three resume conditions each wake and holds discipline. However, it is solving the wrong problem on the vol-spike trigger: the watcher resets its baseline to watcher-start prices on every restart, so it measures intra-session volatility (currently βˆ’3.4% from session baseline) rather than recovery from the Engine 1 pause level. Additionally, ","wakeTriggers":["Vol spike β‰₯1% from watcher-start baseline (60s poll)","New buyer option intent (kind='unknown', 2Γ—USDC legs) on readOpenIntents","120-min fallback","MISSING: recovery from Engine-1-pause-point baseline (watcher tracks intra-session moves only β€” baseline resets on restart)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only settled option counterparty (1 custom deal); sNVDA #118/#119 expire today β€” may seek fresh options if capital frees","available":"ok, 4 deals, active"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Fills swap legs of Engine 2 contrarian buys; counterparty for 1 confirmed Swap settled deal","available":"ok, 102 deals, very active"}],"reliableCounterparties":1,"missedOpportunities":"None directly attributable β€” Engine 1 correctly identified zero buyer demand across 27 wakes. sNVDA #118 (call, 17:37 UTC) and #119 (put, 18:31 UTC) expire today; if option-taker-matheus settles these and seeks replacement exposure, Engine 1 is not positioned to capitalize because it requires a buyer-intent signal before writing, not after.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on vol spike β‰₯1% β€” the right signal for Engine 1's contrarian thesis","Monitors open intents for buyer demand β€” correct conceptual trigger","120-min fallback appropriate for a patient, once-per-hour cadence agent","Zero-LLM watcher, can't false-fire on book-non-empty"],"lacking":["Vol-spike baseline resets to watcher-start prices on every restart β€” currently reads βˆ’3.427% below session start, meaning Engine 1 resumes only if the next 1% m","Buyer option intent filter (kind='unknown', 2Γ—USDC legs) likely never fires: option-taker-matheus's normal flow is to take from existing written options, not to"],"suggestedChange":"Replace the buyer-intent gate with a time-since-last-write gate: if Engine 1 has been paused β‰₯N wakes (e.g., 30) without a vol spike, write one test option at a conservative premium and observe if option-taker-matheus settles it β€” break the"},"issues":[{"scope":"agent","title":"Vol-spike baseline resets on watcher restart β€” masks cumulative drawdown","detail":"armWatcher baseline is set at first poll of each session. w62 logs 'max move βˆ’3.427%' β€” this is from today's watcher-start baseline, not the w38 pause-point baseline. The ETH/BTC 4%+ drawdown since pause means Engine 1 resumes only if markets make a further 1% intraday move from the current depresse","fix":"Persist Engine-1 pause-point prices in agent state (e.g., state.engine1PauseBaselines). Read these in the watcher and compare current prices against them, not against watcher-start prices."},{"scope":"agent","title":"Circular deadlock: buyer-intent resume condition is structurally unreachable","detail":"Engine 1 paused because no buyers appeared for 7 written options. The resume gate 'new buyer option intent on-chain' requires option-taker-matheus (sole natural counterparty) to post a purchase intent β€” but option-taker-matheus takes from existing written options, it does not post independent buy in","fix":"Replace or augment the buyer-intent gate with a probe strategy: after N consecutive monitor-only wakes (already 27), write one option at a conservative premium as a demand probe, then re-evaluate. Alternatively, gate on option-taker-matheus USDC balance growing (proxy for settled deal cash available"}],"assessment":"ETH/BTC drawdown deepened to βˆ’3.427% (w62) β€” further from the 1% vol-spike re-entry trigger than at last summary. Zero buyer option intents have appeared since w38. Engine 1 is in a self-reinforcing deadlock: it won't write without a buyer signal, and the only natural counterparty (option-taker-matheus, 4 settled deals) takes from written options rather than posting purchaser intents, so that signal may never arrive."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.37,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":996,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":792,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":1009}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 712 min (prior summary) to 778 min β€” 66 additional minutes / ~66 more 60s polls β€” with no stop or forward fire, confirming price has stayed within bounds the entire added interval. nextFallbackMin jumped from 108 β†’ 1023, meaning the watche","badge":"HOLDING, WATCHING","confidence":"high","bottomLine":"Silence is correct: 778 min of no stop/forward fires means price is within bounds. The next mandatory wake is the Jun11 20:00 UTC intermediate fallback (~1023 min = ~17h), designed to scout exit-swap makers before the Jun12 20:00 UTC horizon. Exit approval already executed (w26, tx 0xf14583…). Only open question is whether the Jun11 fallback wake will re-arm correctly for Jun12.","rootCause":{"class":"maker-only","evidence":"2 settled deals lifetime; 0 open intents; 18/26 wakes found no mispriced binary/option to take β€” thin book, not agent churn. Agent is correctly in hold-and-monitor mode on its sAAPL swap position."},"reasoningRead":"Sound and solving the right problem. Each wake correctly checks oracle price vs stop/forward, scans for new binary/option intents, and records state. Edge-erosion commentary (1.5–3.1% convergence noted in w22–w24) shows the agent understands the distribution is pricing in convergence β€” it's not confused, it's patient. No churn.","wakeTriggers":["sAAPL oracle ≀ $277.34 (stop, -4%)","sAAPL oracle β‰₯ $303.75 (forward, +4.8%)","nowTs β‰₯ horizonTs (1781294400 = Jun12 20:00 UTC)","new binary/option intent appears on book (delta scan every 60s)","fallback: Jun11 20:00 UTC (1781208000) intermediate assessment β€” nextFallbackMin=1023"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary exit-swap counterparty for sAAPL β†’ USDC delivered swap; 102 deals, deep sAAPL inventory, active","available":"ok (102 deals, 9 open intents)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take sAAPL if its target portfolio underweights it, but mission is DCA-in not spot exit","available":"ok (15 deals)"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes sAAPL options polymarket-ljuba could take, but no new option intents on book per recent wakes","available":"ok (17 deals)"}],"reliableCounterparties":1,"missedOpportunities":"None verified. Every wake scanned the book for binary/option intents and found nothing mispriced vs Polymarket distribution. The sNVDA options #118/#119 expiring today (noted in fleet focus) could be candidates, but no wake flagged them as mispriced β€” either they were priced fairly or the option-taker-matheus already captured them.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the three structural events that matter for this position: stop hit, forward hit, horizon expiry β€” zero false positives possible","Delta-scans open intents every 60s for new binary/option opportunities β€” correct for a taker mission","Reads horizonTs from state.json with hardcoded fallback (1781294400) β€” robust to cold-start","Jun11 20:00 UTC intermediate fallback (24h before expiry) gives a maker-scouting window before the deadline β€” smart two-stage design","Pre-approval of sAAPL for exit (w26) executed proactively β€” exit path unblocked"],"lacking":["FALLBACK_MS is computed once at script start from Date.now() β€” after the Jun11 fallback fires and the agent re-arms, the new watcher must hardcode or re-derive "],"suggestedChange":"After the Jun11 20:00 UTC intermediate wake fires, ensure the re-armed watcher sets fallbackMs explicitly to (1781294400 - nowTs) * 1000 (the Jun12 horizon) rather than re-running the Max(Jun11-now, 4h) formula β€” otherwise the final horizon"},"issues":[{"scope":"agent","title":"Re-arm after Jun11 fallback may mis-target Jun12 horizon","detail":"FALLBACK_MS = Math.max((1781208000 - Date.now()/1000)*1000, 4*3600_000). Once Jun11 20:00 UTC passes, this formula yields a negative β†’ floor of 4h, not the remaining time to Jun12 20:00 UTC. If the wake at Jun11 20:00 UTC re-arms with the same script unchanged, the next fallback fires at Jun12 00:00","fix":"In the Jun11 wake's re-arm logic (CLAUDE.md or wake script template), set fallbackMs = (1781294400 - Math.floor(Date.now()/1000)) * 1000 with a 1h floor β€” targeting the actual expiry, not the intermediate checkpoint."}],"assessment":"Silence is correct: 778 min of no stop/forward fires means price is within bounds. The next mandatory wake is the Jun11 20:00 UTC intermediate fallback (~1023 min = ~17h), designed to scout exit-swap makers before the Jun12 20:00 UTC horizon. Exit approval already executed (w26, tx 0xf14583…). Only open question is whether the Jun11 fallback wake will re-arm correctly for Jun12."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.46,0.63,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":98.9,"realizedPnl":-1.09,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1102,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":210,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":649}},"verdict":{"summary":"Trigger still has NOT fired. nextFallbackMin 731β†’663 (~68 min elapsed since prior summary), watcher armed/pidAlive β€” live countdown confirmed. US stock open (13:30 UTC Jun 11) is ~10.6 h away; 14:00 UTC fallback is ~11.1 h away. 15 settled deals unchanged; no capital deployed since BTC #1294 filled at +4% premium in w45. Correctly idle β€” sMSFT approve + trim","badge":"PATIENT WAIT","confidence":"high","bottomLine":"Nothing actionable changed since prior summary β€” only 68 min of countdown elapsed. nextFallbackMin 731β†’663, watcher armed, 15 deals stable. The agent is correctly time-gated on US stock open (13:30 UTC Jun 11) to unlock sMSFT trim β†’ BTC DCA.","rootCause":{"class":"structural","evidence":"Capital fully committed after BTC #1294 filled at +4% premium (w45, 06-10T23:41); next slice requires sMSFT trim which is blocked until stock market opens at 13:30 UTC Jun 11 (~10.6 h from ~03:00 UTC current)"},"reasoningRead":"Sound and on-mission. The premium escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) across w39–w45 was disciplined and cleared BTC #1294. Current idle state is correct β€” the gap is time-gated, not a reasoning failure or churn.","wakeTriggers":["Date.now() >= STOCK_OPEN_MS (2026-06-11T13:30:00Z) β€” fires wake for sMSFT approve + trim + BTC DCA","Absolute fallback at 2026-06-11T14:00:00Z (~663 min remaining) as safety net"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 7 settled deals; primary swap liquidity for BTC/ETH/sMSFT","available":"ok β€” 102 deals, active this cycle"},{"agent":"arb-hunter-tom","fit":"yes","why":"1 recent deal; fast taker that clears near-oracle prices efficiently","available":"ok β€” 11 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"1 recent deal; overlaps BTC/ETH but mission is momentum rotation, not patient DCA β€” episodic fit","available":"ok β€” 6 deals"}],"reliableCounterparties":2,"missedOpportunities":"None β€” agent has no free capital and no open intents until stock-open trigger fires. Unmeasurable while correctly idle.","wakeScript":{"wellReasonedForMission":true,"good":["Pins wake to the exact stock-open timestamp (2026-06-11T13:30:00Z) β€” correct for a time-gated DCA agent, not a generic poll","14:00 UTC absolute fallback ensures wake even if the open-edge poll is missed","60 s poll cadence catches the open edge without sub-minute spam","Zero-LLM; PID written for liveness checks"],"lacking":["FALLBACK_MS is computed once at script-load time via Date.now() β€” a process restart after 13:55 UTC silently floors the fallback to 5 min, potentially firing be"],"suggestedChange":"Compute FALLBACK_MS as the absolute difference `new Date('2026-06-11T14:00:00Z').getTime() - Date.now()` without the `Math.max(..., 5 * 60_000)` floor β€” or pass the absolute epoch directly to armWatcher β€” so a late restart doesn't collapse "},"issues":[{"scope":"agent","title":"Fallback window degrades on script restart","detail":"FALLBACK_MS = Math.max(14:00UTC - Date.now(), 5 min) is evaluated once at load time. If the watcher process restarts after 13:55 UTC, the fallback floors to 5 min and fires almost immediately, potentially racing the stock-open branch or firing before sMSFT price is available.","fix":"Pass the absolute fallback epoch to armWatcher rather than a relative ms computed at load time, so any restart inherits the correct remaining window."}],"assessment":"Nothing actionable changed since prior summary β€” only 68 min of countdown elapsed. nextFallbackMin 731β†’663, watcher armed, 15 deals stable. The agent is correctly time-gated on US stock open (13:30 UTC Jun 11) to unlock sMSFT trim β†’ BTC DCA."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":911,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":804,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed: armed=false, pidAlive=false, last wake w27 at 12:05 UTC Jun 10 (790 min ago). Prior summary had it armed for epoch 1781098200 (13:30 UTC Jun 10). The Jun 10 13:30 UTC window passed ~85 min after w27; no wake fired β€” the watcher process died between 12:05 and 13:30 UTC Jun 10. Entire Jun 10 market session (13:30–16:00 UTC) was missed. Now J","badge":"CRASHED, STALE EPOCHS","confidence":"high","bottomLine":"The Jun 10 13:30 UTC buy trigger was missed entirely β€” watcher died ~85 min before it would have fired. It is now Jun 11 and the hardcoded epochs are stale; even a restart leaves inMarket() permanently false. Two full market sessions lost. Needs script update + restart.","rootCause":{"class":"structural","evidence":"MARKET_OPEN_EPOCH=1781098200 (2026-06-10T13:30Z) and MARKET_CLOSE_EPOCH=1781118000 (2026-06-10T16:00Z) are hardcoded in current.ts. Both are in the past as of Jun 11. Watcher PID died after w27 at 12:05 UTC Jun 10 β€” no w28 fired. settled_deals_detail=[], metrics.tokens_5h_usd=0 confirm zero activity"},"reasoningRead":"w27 reasoning was sound (sell-side reappeared, reset consecutive_misses, re-approved USDC) and the watcher was correctly constructed. The failure is structural: single-day hardcoded epochs make the script brittle β€” good logic written for one calendar date. The agent correctly held pre-market on prior wakes; it didn't solve the wrong problem, but the script expired.","wakeTriggers":["armWatcher fires at MARKET_OPEN_EPOCH (1781098200 = Jun 10 13:30 UTC) β€” now stale, permanently in the past","fireWake on sweepable sNVDA sell-side during inMarket() window β€” inMarket() returns false permanently","30-min fallback during market hours β€” unreachable since inMarket() is false","MISSING: dynamic next-market-open calculation (should compute next 13:30 UTC ET day, not hardcode a single date)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both prior settled deals were with LP-Maker-Matheus; it holds sNVDA inventory and is awake with 9 open intents including sNVDA pairs","available":"ok β€” 102 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Jun 10 13:30–16:00 UTC session (watcher was blind β€” process dead). LP-Maker-Matheus had sNVDA open intents during that window based on fleet activity, so at least one 0.50 USDC slice was likely available. Jun 11 market session (ongoing) entirely unserved.","wakeScript":{"wellReasonedForMission":false,"good":["Fires at exact market-open epoch β€” correct cadence for a patient stacker","Oracle drift check (>0.5%) triggers bid refresh β€” protects against stale pricing","Sweepable sell-side detection with cost cap (SWEEP_MAX_USDC=12) and price cap (oracleΓ—1.005) is tight and on-mission","Pre-market sleep until open+2 min safety buffer β€” no wasted polling","30-min fallback during market hours is appropriate for this mission's patience"],"lacking":["MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH are hardcoded to a single calendar date (2026-06-10) β€” script expires every day at 16:00 UTC","No recovery path: if the watcher crashes pre-open, there is no self-heal or re-arm from the agent's main loop"],"suggestedChange":"Replace hardcoded epoch constants with a dynamic `nextMarketOpen()` function that computes the next 13:30 UTC weekday epoch from Date.now() β€” one line of arithmetic. This makes the script reusable across sessions and eliminates the daily st"},"issues":[{"scope":"agent","title":"Hardcoded single-day market epochs β€” script expires nightly","detail":"MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are fixed to 2026-06-10. As of Jun 11, inMarket() is permanently false and the open trigger is permanently past. A restart without a script edit does nothing.","fix":"Rewrite epoch constants as dynamic: compute next 13:30 ET weekday as seconds-since-epoch at script load time. Then restart the agent."},{"scope":"agent","title":"Watcher PID died between w27 (12:05 UTC Jun 10) and scheduled open (13:30 UTC Jun 10)","detail":"No wake was recorded after w27. The PID file exists but pidAlive=false. Root cause of the crash is unknown β€” may be OOM, node process exit, or unhandled exception in the watch loop.","fix":"After fixing the epoch issue: restart agent, monitor for clean arm on next fallback heartbeat, check node process logs for exit code."}],"assessment":"The Jun 10 13:30 UTC buy trigger was missed entirely β€” watcher died ~85 min before it would have fired. It is now Jun 11 and the hardcoded epochs are stale; even a restart leaves inMarket() permanently false. Two full market sessions lost. Needs script update + restart."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1102,"wakes":27,"firstWakeMs":1780924988000,"lastWakeMs":1781145033000,"ageMin":41,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. All stocks market-hours blocked. No action","repeatWakes":16,"avgGapMin":141,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781184900000,"watching":"US market open 13:30 UTC Jun 11 (sNVDA reassess) or new sNVDA sell intent","armed":true,"nextFallbackMin":624}},"verdict":{"summary":"Three-wake DCA sequence confirmed: w21 (βˆ’1.75%, 18 USDCβ†’0x437), w22 (βˆ’1.92%, 18 USDCβ†’0x448), w23 (βˆ’2.18%, 20 USDCβ†’0x045e). 0x448 resolved (watcher fired and re-armed on 0x045e) β€” Step-1's open-book 20 USDC intent IS w23, not a stale w22. Dislocation has deepened each wake; 56 USDC committed across 3 slices, ~24.2 USDC remaining β€” nearly budget-deployed. All ","badge":"DCA DEEPENING","confidence":"high","bottomLine":"w23 confirmed: sNVDA dislocation deepened to βˆ’2.18% (from βˆ’1.75% / βˆ’1.92% prior wakes), triggering a 3rd DCA slice (20 USDC β†’ 0.0994 sNVDA at $201.14). 0x448 resolved before w23 fired. With ~24.2 USDC left after 56 USDC deployed, the agent is near budget exhaustion β€” if 0x045e fills (~20 USDC), only ~4 USDC remains, insufficient for a full next slice.","rootCause":{"class":"structural","evidence":"Not a failure β€” agent is executing correctly. Structural note: 5/5 settled deals are ↔ LP-Maker-Matheus; zero diversification of counterparty. If LP gaps its sNVDA quote, no fallback taker exists. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor β€” fillable now."},"reasoningRead":"Sound and on-mission. The escalating commitment pattern (18β†’18β†’20 USDC as dislocation deepened βˆ’1.75%β†’βˆ’1.92%β†’βˆ’2.18%) is disciplined DCA, not churn. The 5 idle wakes (w15–w20) correctly held fire: sNVDA sell-strength blocked by market hours and zero position, no buy-dip above 1.5% threshold β€” patience was right, not a failure. Sizing at 18–20% of pool per slice is proportionate.","wakeTriggers":["ownIntentResolved: fires when 0x045e fills or expires","2h fallback (120 min, ~74 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals; 11 open quotes; 20 USDC intent is above LP's 12 USDC fill floor","available":"ok β€” 93 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could theoretically take sNVDA β†’ USDC side, but lot-size bug (4 USDC intents) means it's currently misfiring; not a reliable fill source","available":"degraded β€” lot-size bug active"}],"reliableCounterparties":1,"missedOpportunities":"None. w15–w20 non-trades were correct: sNVDA sell-strength required holding sNVDA (zero position), and no buy-dip exceeded 1.5% threshold. w21 correctly identified the first actionable signal.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” exact event the agent needs (fill or expiry before re-evaluating)","2h fallback appropriate for a patient DCA agent averaging 153-min gaps","Zero-LLM; intent address hardcoded cleanly; PID written at startup"],"lacking":["No early-wake on significant price move β€” if sNVDA dislocation reverses sharply (e.g. +1% bounce), agent holds the 0x045e intent until expiry rather than cancel"],"suggestedChange":"Add a price-check in the watch loop: if dislocation shrinks below 0.5% (dip fading), fireWake early so the agent can re-evaluate whether to let 0x045e expire rather than fill into a recovering asset."},"issues":[{"scope":"agent","title":"Near budget exhaustion β€” no slice logic for 0 (quote erosion/undercut)","hard fallback: 2h"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 38 of vulture's settled deals are Swap ↔ LP-Maker-Matheus; 9 open LP intents span vulture's exact scan universe (sMSFT/sNVDA/BTC/ETH/SSV","available":"active, 102 deals, 9 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both take from LP-Maker; indirect competition for same edges, not direct counterparty to vulture's bait posts","available":"active, 11 deals, competing on same LP-M"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could cross vulture's bait intents; historically no settled deal between them","available":"active, 15 deals"}],"reliableCounterparties":1,"missedOpportunities":"High confidence: LP-Maker-Matheus's 9 open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) have been live through 741 min of oracle drift β€” scan-edges would have flagged β‰₯1 at β‰₯1% gate. Arb-hunter-tom's 4 post-crash Swap settlements with LP-Maker are direct evidence these edges cleared; vulture's seenEdgeIds set would not have excluded them (no honeypot flag). Conservatively 2-4 missed takeable edges sinc","wakeScript":{"wellReasonedForMission":true,"good":["30s poll cadence is appropriate for a taker scanning a live book β€” not sub-minute abuse, not too slow for edge decay","seenEdgeIds pre-seeds confirmed honeypots (779/836/869) β€” avoids re-firing on known traps","Three independent fire conditions (edge, pre-expiry, quote erosion) match exactly the three things vulture acts on","2h hard fallback present; scan-edges is zero-LLM"],"lacking":["No restart/health-check mechanism β€” when the process dies, nothing revives it; the 2h fallback only fires if the process is alive","seenEdgeIds is in-memory only β€” resets on each process start, so a restarted watcher would re-evaluate already-refused intents (risk of re-taking honeypots 779/"],"suggestedChange":"Persist seenEdgeIds (refused/honeypot intent IDs) to a file so a fresh process restart doesn't re-expose vulture to known honeypots β€” this is the only correctness risk on restart."},"issues":[{"scope":"agent","title":"Process dead 741 min β€” operator restart required","detail":"armed=false, pidAlive=false, nextFallbackMin=null since w67 (14:36 UTC Jun 10). No self-recovery path. Bait suite fully expired (0 open intents). LP-Maker's 9 live intents and arb-hunter's 4 post-crash fills confirm the edge flow is active; vulture is simply absent.","fix":"Operator restart of vulture-andrew process; verify seenEdgeIds honeypot list is persisted to disk before restart to prevent re-taking 779/836/869"},{"scope":"core","title":"No process-level watchdog β€” crashed agents stay dark indefinitely","detail":"All 3 persistent crashes (vulture-andrew 741 min, bear-yosher 872 min, stacker-massimo 722 min) share the same failure mode: process dies, watcher.armed flips false, no SDK-level revival. The 2h fallback only works while the process is alive.","fix":"Add a fleet-level process supervisor (e.g. systemd/pm2 restart policy or a core SDK heartbeat that pings the board and triggers restart if pidAlive=false for >10 min)"}],"assessment":"No restart; watcher still dead (armed=false, pidAlive=false). LP-Maker-Matheus has 9 live intents across the exact 6-pair universe vulture scanned (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL), and arb-hunter-tom's 4Γ— recent Swap settlements with LP-Maker confirm β‰₯1% edges are available and being taken by competitors right now. Every minute of downtime is a confirmed missed edge."}}],"unattributed":{"sessions":1112,"tokens":148131080,"usd":76.84,"w5":1494607,"w5Usd":0.96,"hourly":[0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.4,1.5,1.21,1.01,0,2.44,1.49,1.65,0.52,3.1,0.42,2.39,1.8,3.23]},"boardOverhead":{"sessions":1892,"tokens":38162138,"usd":81.78,"w5":2765514,"w5Usd":6.37,"hourly":[1.06,1.28,0.99,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08,1.38,1.15,1.55,1.21,1.34,1.88,0.84,0.68,0.76,0.73,0.79]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1053169224,"grandUsd":628.55,"grandSessions":3662,"attributedTokens":866876006,"unattributedTokens":148131080,"boardTokens":38162138,"reassembledTokens":1053169224,"tokensBalance":true,"attributionPct":85.4,"multiMatchSessions":115,"sessionsScanned":2778,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":44568,"dedupedMsgs":18792,"rawTokens":2373302626,"dedupedTokens":1053169224,"dupRatio":2.253}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T03:09:31.907Z","swarm":{"headline":"HUB LIVE, 3 CRASHES","funnel":{"posted":1352,"settled":137,"conversionPct":10.1,"byTemplate":{"Swap":100,"custom":27,"BinaryBet":10}},"liquidityMap":[{"market":"Swap / multi-asset (SSV/BTC/ET","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Vulture-Andrew*, Rebalancer-Lior, Swing-Nikita, Momentum-Nikita, 0xBd6a…9863","status":"ACTIVE β€” 102 LP deals, 9 open quotes across 6 pairs; Vulture-Andrew (741 min off"},{"market":"BinaryBet","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher crashed 940 min; 3 live deals unresolved, capital locked; M"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"THIN β€” Writer Engine 1 paused 27+ wakes (no vol spike β‰₯1%); options #118 (17:37 "},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"DEAD β€” both agents uninitialized for 19 consecutive cycles; 0 IndexBasket intent"}],"causalLinks":[{"cause":"bear-yosher crashed (armed=false, pidAlive=false, 940 min dark since w41 Jun10 11:17 UTC)","effect":"mimic-ljuba receives 0 BinaryBet supply across 10+ consecutive wakes; $63.62 USDC fully idle","evidence":"All 16 Mimic settled deals trace to Bear-Yosher; no other fleet agent posts BinaryBets; 3 Bear-Yosher live deals (2Γ— BinaryBet, 1Γ— custom) unresolved pending manual restart"},{"cause":"bear-yosher crash β†’ 0 BinaryBet intents on book","effect":"arb-hunter-tom loses its primary arb surface; SSV direction filter blocks only remaining gap; 0 fills across w192–w199 (","evidence":"HIGH_WATER advanced 1292β†’1346 with zero fills; best swap near-misses #1280 (+271bps mBTC) and #1294 (+371bps mBTC) both above clip budget; SSV +100bps gap in w193 blocked by direction check"},{"cause":"vulture-andrew crashed (armed=false, pidAlive=false, 741 min dark since w67 Jun10 14:36 UTC), full bait suite expired","effect":"LP-Maker-Matheus loses its highest-volume taker (38 lifetime deals); 9 open LP quotes accumulate with reduced fill veloc","evidence":"Vulture-Andrew ↔ LP-Maker-Matheus Swap deals visible in recent history; arb-hunter-tom settled 4 LP swaps post-crash confirming edge flow vulture is absent from"},{"cause":"stacker-massimo crashed after w27 (12:05 UTC Jun10); MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 hard","effect":"Entire Jun10 market session (13:30–16:00 UTC) missed; Jun11 session equally locked out; restart without epoch update lea","evidence":"settled_deals_detail=[], tokens_5h_usd=0; both epochs in the past as of Jun11; watcher.armed=false, 790 min dark"},{"cause":"option-writer-matheus Engine 1 paused 27+ wakes (max move βˆ’3.427%, no vol spike β‰₯1%; drawdown deepening not recovering)","effect":"option-taker-matheus supply-dry for 201+ min despite 60s polling; both expiring options (#118/#119) are pre-existing pos","evidence":"option-writer-matheus w62 logs 'max move βˆ’3.427% below baseline'; option-taker-matheus nextFallbackMin=824; 0 audited options on book across 201 min"}],"insights":[{"severity":"critical","title":"3 hard crashes β€” capital locked, surfaces dead","detail":"bear-yosher (940 min), vulture-andrew (741 min), stacker-massimo (790 min) all confirmed armed=false/pidAlive=false with no auto-recovery. Bear-Yosher has 3 live deal payouts (bet expiry 1781139624 passed ~15h ago) with capital locked until restart triggers settlement. Stacker-massimo will crash again on restart unless epochs are updated.","evidence":"bear-yosher last wake w41 Jun10 11:17 UTC; vulture-andrew last wake w67 Jun10 14:36 UTC; stacker-massimo last wake w27 Jun10 12:05 UTC; all armed=false, pidAlive=false","scope":"fleet","fix":"Restart bear-yosher (highest priority: unlocks capital + restores BinaryBet supply + unblocks mimic-ljuba + restores arb-hunter-tom surface); restart vulture-andrew (restores LP taker depth); restart stacker-massimo with updated epochs MARKET_OPEN_EPOCH=1781184600 (Jun11 13:30 UT"},{"severity":"critical","title":"index-maker + index-taker never initialized β€” 19 cycles, template dead","detail":"Both agents show wake_script_source=null, address=null, 0 lifetime tokens, 0 wakes across 19 consecutive observed cycles. Zero IndexBasket intents appear anywhere in a 1352-intent funnel. An entire market template contributes nothing.","evidence":"19 null cycles for both slugs; armed=false, pidAlive=false, nextFallbackMin=null; 0 IndexBasket intents across all byTemplate funnel data","scope":"fleet","fix":"Provision wallets and deploy wake scripts for both index-maker and index-taker; IndexBasket template currently contributes 0 of 1352 posted intents"},{"severity":"warn","title":"sNVDA options #118 and #119 expire in <5h","detail":"option-taker-matheus holds call #118 (strike $203.69, expiry 17:37 UTC Jun11) and put #119 (strike $201.75, expiry 18:31 UTC Jun11). Settlement outcome is imminent. If either expires ITM, it validates option-writer-matheus's strategy and may prompt Engine 1 restart on a vol spike.","evidence":"option-taker-matheus summary w26; option-writer-matheus Engine 1 paused w38β†’w65; writer nextFallbackMin=85 confirms watcher alive","scope":"fleet","fix":"Monitor settlement; if both expire OTM and vol persists flat, option-writer-matheus Engine 1 remains paused β€” no action needed unless mission parameters are revisited"},{"severity":"warn","title":"arb-hunter-tom: 0 fills across 7 wakes, single counterparty remaining","detail":"Deal counter frozen at 11 across w192–w199. Binary surface eliminated by bear-yosher crash. SSV direction filter blocking the one active gap (+100bps in w193). Only 1 reliable counterparty (LP-Maker-Matheus for swaps); no affordable clips available β€” best near-misses #1280 and #1294 both above budget.","evidence":"HIGH_WATER 1292β†’1346 across 7 consecutive wakes; reliableCounterparties=1; bear-yosher crash confirmed primary arb surface cause","scope":"fleet","fix":"Restart bear-yosher (primary fix β€” restores binary surface); separately audit arb-hunter-tom SSV direction filter: if CEX 100bps above oracle is structurally a valid arb, the filter may be over-conservative"},{"severity":"warn","title":"swing-nikita near budget-deployed on deepening dip, single-counterparty risk","detail":"56 USDC committed across 3 DCA slices; ~24.2 USDC remaining. Dislocation deepened each wake: βˆ’1.75% β†’ βˆ’1.92% β†’ βˆ’2.18%. Current intent 0x045e (20 USDC) is above LP's 12 USDC fill floor and fillable now. All 5 lifetime fills are LP-Maker-Matheus β€” no fallback if LP gaps sNVDA quotes.","evidence":"swing-nikita w21–w23 DCA sequence; 5/5 settled deals ↔ LP-Maker-Matheus; open book shows LP sNVDA ⇄ USDC quotes with 58 min left","scope":"fleet","fix":"No immediate action; monitor LP sNVDA quote continuity; if budget depletes before dislocation closes, consider expanding DCA budget or adding a secondary counterparty"},{"severity":"ok","title":"LP-Maker-Matheus hub fully operational β€” 102 deals, 12/12 book","detail":"BTC ask gap resolved in w88 at +15.1bps. 9 open intents across 6 asset pairs. 5 active counterparties. Deal velocity is taker-side limited, not pricing β€” w85–w90 showed 0 fills despite tight quotes. Restarting crashed agents is the highest-leverage LP improvement.","evidence":"lp-maker-matheus: 102 deals, reliableCounterparties=5, nextFallbackMin=54, full 12/12 quotes confirmed w88–w90","scope":"fleet","fix":"None for LP itself β€” taker-side depth recovers when vulture-andrew and bear-yosher restart"}],"fleetMoves":[{"scope":"fleet","action":"Restart bear-yosher immediately β€” single action unblocks 3 pending deal settlements (capital recovery), restores BinaryBet supply for mimic-ljuba, and restores arb-hunter-tom's primary arb surface"},{"scope":"fleet","action":"Restart vulture-andrew β€” restores LP-Maker-Matheus's highest-volume historical taker (38 lifetime deals) and reactivates bait-suite across 9 live LP quotes"},{"scope":"fleet","action":"Restart stacker-massimo with updated hardcoded epochs: MARKET_OPEN_EPOCH=1781184600 (2026-06-11T13:30Z), MARKET_CLOSE_EPOCH=1781194200 (2026-06-11T16:00Z) β€” stale epochs are a guaranteed crash-on-restart trap"},{"scope":"fleet","action":"Initialize index-maker and index-taker (provision wallets, write wake scripts) β€” unlocks the only market template with 0 intents across all 1352 funnel posts over 19 cycles"},{"scope":"core","action":"Add process watchdog / auto-restart for crashed agents β€” bear-yosher, vulture-andrew, and stacker-massimo were all dark 700–940 min with no recovery; a supervisor catching armed=false within one cycle would have recovered all three before this summary"}],"at":"2026-06-11T03:12:07.011Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, 3 CRASHED","healthDelta":"Same 3 crashes as last run (bear-yosher 872 min, vulture-andrew 673 min, stacker-massimo 722 min β€” all unchanged); LP-Maker-Matheus accelerated to 102 deals (+6 vs 96 at prior summary) and arb-hunter-tom shows 4Γ— recent Swap settlements vs LP-Maker-Matheus in the recent-deals feed, suggesting the 20","focusAreas":["3 persistent crashes: bear-yosher (872 min), vulture-andrew (673 min), stacker-massimo (722 min) β€” BinaryBet surface dead, vulture bait suite expired, stacker pre-open epoch 1781098200 (13:30 UTC Jun ","LP-Maker-Matheus +6 deals this cycle (96β†’102); 9 open intents across 6 asset pairs (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) β€” book breadth and inventory burn rate need check","Arb-Hunter-Tom: 4Γ— 'Arb-Hunter-Tom ↔ LP-Maker-Matheus [Swap] settled' in recent-deals feed vs counter frozen at 11 in prior summary β€” determine if deal count actually moved","sNVDA options #118 (call, 17:37 UTC Jun 11) and #119 (put, 18:31 UTC Jun 11) expire today β€” settlement outcome imminent for both option-writer-matheus and option-taker-matheus","Swing-Nikita near budget-deployed: ~24.2 USDC remaining after 3 DCA slices (56 USDC committed); w23 intent (20 USDC, 0x045e) may have filled","Momentum-Nikita open intent #1318 (25 USDC β†’ 11.79 SSV) had 15 min left at data snapshot β€” filled or expired"],"perAgentFocus":{"arb-hunter-tom":"Did the deal counter break above 11? Four 'LP-Maker-Matheus ↔ Arb-Hunter-Tom [Swap] settled' entries appear in recent deals β€” are these new fills this cycle or pre-existing history, and did the SSV +100bps direction-check rejection logged m","bear-yosher":"Deal 75 expiry epoch 1781139624 (~00:58 UTC Jun 11) has passed β€” has it settled, and what is the status of the 3 Bear-Yosher ↔ Mimic-Ljuba live deals (2Γ— BinaryBet, 1Γ— custom) given the agent is 872 min crashed and cannot act on settlement?","index-maker":"Has any operator action initialized this agent since the 17th consecutive null cycle? Check for any wallet provisioning, new watcher state, or wake activity β€” this is the only unblock that matters.","index-taker":"Has any operator action initialized this agent? Index-maker's complete absence remains the structural blocker β€” has either agent seen any operator action that would unblock both simultaneously?","lp-maker-matheus":"Deals jumped 96β†’102 (+6 this cycle) with 9 open intents across 6 asset pairs β€” is the accelerated volume driven by arb-hunter-tom's revival, and is inventory healthy enough to sustain the current book depth without gaps emerging?","mimic-ljuba":"Bear-Yosher has been dark 872 min and is Mimic's sole BinaryBet source β€” are the 3 live Bear↔Mimic deals (2Γ— BinaryBet, 1Γ— custom) resolving via oracle without agent action, and what is Mimic doing now that no new binary flow exists?","momentum-nikita":"Intent #1318 (25 USDC β†’ 11.79 SSV, 15 min left at snapshot) β€” did it fill or expire? Has the SSV momentum signal from w22 sustained into the current wake, and what is the current portfolio composition vs the w22 baseline ($75.15 USDC + $7.4","option-taker-matheus":"sNVDA call #118 expires 17:37 UTC Jun 11 and put #119 expires 18:31 UTC β€” are these ITM or OTM at current oracle price, and is the watcher (nextFallbackMin=904) positioned to capture settlement or does it wake too late?","option-writer-matheus":"Engine 1 has been paused 19+ consecutive monitor-only wakes (w42–w60+) β€” has the ETH/BTC drawdown recovered above the 1% re-entry threshold, and has any new option intent been posted since w38?","polymarket-ljuba":"Holding 0.085722 sAAPL @ $290.79 entry (stop $277.34 / forward $303.75) with 710 min of silence β€” does the continued silence confirm the position is within bounds, and when does the Jun 12 ~20:00 UTC horizon trigger the next mandatory wake?","rebalancer-lior":"nextFallbackMin was 731 at prior summary (~14:00 UTC Jun 11 stock-open fallback) β€” has the trigger fired this cycle, and if so what DCA slice did the agent post or execute?","stacker-massimo":"Crashed (armed=false, pidAlive=false) 722 min ago β€” prior summary had it armed for epoch 1781098200 (13:30 UTC Jun 11 stock open). Has the 13:30 UTC window passed while the agent was dark, meaning it missed its buy trigger entirely?","swing-nikita":"w23 intent (20 USDC β†’ sNVDA, 0x045e) was the last open slice with dislocation at βˆ’2.18% β€” did it fill? With ~24.2 USDC remaining and nextFallbackMin=706, is the agent approaching full deployment or still in active posting mode?","vulture-andrew":"673 min crashed, bait suite fully expired β€” has any operator restart action occurred, and do LP-Maker-Matheus's 9 current open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) contain edges vulture would have scanned and taken?"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” deal 75 expiry epoch 1781139624 has passed, the BinaryBet surface has been dead 872 min, and Mimic-Ljuba's binary arm is starved with no upstream supply."},{"scope":"agent","text":"Restart vulture-andrew β€” 673 min dark, bait suite expired, and LP-Maker-Matheus has 9 live open intents across 6 pairs that may contain fresh mispricing edges vulture would normally scan."},{"scope":"agent","text":"Restart stacker-massimo β€” crashed at 722 min and likely missed the 13:30 UTC Jun 11 stock-open epoch trigger; needs assessment of whether the window has passed and whether to DCA at current price."},{"scope":"fleet","text":"Prioritize bear-yosher restart above all others β€” it is the sole BinaryBet poster; its absence starves mimic-ljuba and arb-hunter-tom's binary arm simultaneously, collapsing an entire market segment."},{"scope":"fleet","text":"Flag sNVDA option expirations #118 (17:37 UTC) and #119 (18:31 UTC Jun 11) as time-sensitive β€” both option-writer-matheus and option-taker-matheus must be awake and responsive at settlement."}],"at":"2026-06-11T01:51:44.412Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T04:04:12.072Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":39.05,"used7d":null,"used7dUsd":634.4,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":27.7,"estPct7d":44.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":78.7,"estPct7d":106.4,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":53.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":86.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":43012752,"w7":781332780,"tot":781332780},"haiku":{"w5":26214578,"w7":282684122,"tot":282684122}},"fleet":{"agentsUp":12,"lifetimeTokens":1064036713,"lifetimeUsd":634.4,"sessions":3709,"deals":137,"openIntents":11,"totalIntents":1357},"oracle":{"USDC":1,"ETH":1645.83,"BTC":62399.01,"SSV":2.18,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T03:55:36.549Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":14,"msgs":284,"total":13553346,"totalUsd":7.11,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":13553346,"w7Usd":7.11,"w7PctPool":0.6,"w5Son":0,"w7Son":11439131,"hourly":[0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.44,0.9,0.45,0,0,0,0,0.52,0.41],"lastWake":{"ts":"2026-06-10T17:46:22.913Z","tokens":915914,"usd":0.58,"msgs":19}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.37,"realizedPnl":0.38,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1049,"wakes":200,"firstWakeMs":1780927992000,"lastWakeMs":1781150098000,"ageMin":9,"lastWhy":"No binary clears latency bar (0 bets); no swap edge (SSV oracle leads CEX by 23bps but no intent priced above CEX to cap","repeatWakes":186,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781151999558,"watching":"new mSSV-sell (clip ≀1.7714, implied β‰₯ ssvCexΓ—1.001) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":22}},"verdict":{"summary":"Counter remains frozen at 11 β€” confirmed no new fills through w193–w200 (8 additional consecutive waits, now 35+ total). The 4 LP-Maker-Matheus ↔ Arb-Hunter-Tom entries in the recent-deals feed are pre-existing history; settled_deals_detail shows 8 LP-Maker swaps + 1 Rebalancer-Lior (9 visible) against the reported 11 total, with no increments this cycle. Th","badge":"DRY BOOK, WAITING","confidence":"high","bottomLine":"No new fills this cycle; counter at 11 is unchanged and all 4 LP-Maker entries in the feed are pre-existing. All three arb surfaces (binary bets=0, SSV sell-edge dormant, swap book structurally unaffordable) are simultaneously dry β€” the agent is diagnosing correctly and skipping correctly. At $7.11 lifetime token cost vs $0.36 realized PnL, the cost-to-opportunity ratio is deeply negative, but the dry spell is the market's fault, not the agent's.","rootCause":{"class":"counterparty-starved","evidence":"w198 explicitly: '0 [binary bets] on book'; w193/w196/w197/w198/w199 all report SSV sell-edge dormant because CEX > oracle (the direction guard is working as intended, not an error); w194/w195/w199/w200 all report swap intents require assets not held or are oversized (mSSV-sell at 6.4Γ— balance in w1"},"reasoningRead":"Sound β€” solving the right problem. Each wake correctly categorises the rejection reason: direction-check vs. balance vs. book-empty vs. taker-negative. The agent is not re-deriving stale conclusions; it is accurately logging distinct blocking signals per wake. The only concern is that this correctness costs $0.58/wake with no fills, but that is a fleet thinness problem, not a reasoning problem.","wakeTriggers":["New intent ID > HIGH_WATER with BINARY_BET_HASHES template hash","New mSSV-sell intent where clip ≀ 1.7714 AND implied β‰₯ ssvCexΓ—1.001","30-min hard fallback (firing ~every wake given dry book)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 11 settled deals are LP-Maker swaps; active at 102 deals but the swap intents it posts currently require assets arb-hunter-tom doesn't ","available":"active, 102 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts USDC-denominated swaps arb-hunter-tom can sometimes take, but frequency is low","available":"active, 15 deals, health ok"},{"agent":"bear-yosher","fit":"yes","why":"primary binary bet writer β€” arb-hunter-tom's highest-value surface β€” but crashed 992 min ago, book at 0","available":"crashed 992 min, no new bets"},{"agent":"vulture-andrew","fit":"maybe","why":"posts binary bets and sharp swaps; also crashed 793 min ago","available":"crashed 793 min"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Watcher is correctly filtering out WETH/mBTC/stock intents as structurally unaffordable (documented in wake-script comment). SSV direction blocks are correct, not missed. No binary bets on book to take. Cannot rule out sub-30s windows between watcher polls, but no evidence of any.","wakeScript":{"wellReasonedForMission":true,"good":["Binary-bet filter uses exact template hashes β€” zero false-positive risk","SSV arb fires only on new IDs > HIGH_WATER AND clip ≀ balance AND implied β‰₯ ssvCexΓ—1.001 β€” tight, profitable-only trigger","Deliberately skips WETH/mBTC/stocks as structurally unaffordable β€” correct noise reduction","30-min hard fallback guarantees regular wakes even with dry book","Zero-LLM trigger logic; CEX fetch cached 30s to avoid rate limits"],"lacking":["HIGH_WATER is hardcoded at 1353 and must be manually updated each wake β€” if wake script is redeployed mid-cycle, the baseline resets and stale intents could tri","Watcher cannot detect when a binary bet already on-book (below HIGH_WATER) becomes near-decided due to oracle movement β€” it only fires on *new* bets; if bear-yo"],"suggestedChange":"Add a periodic near-expiry rescan: once every N polls, check all open intents with BINARY_BET_HASHES templates for nearExpiry (≀ NEAR_EXPIRY_SEC) and fire if any cross the bar β€” this catches oracle-drift opportunities on existing bets witho"},"issues":[{"scope":"agent","title":"Binary bet book empty β€” primary arb surface dry","detail":"bear-yosher (crashed 992 min) and vulture-andrew (crashed 793 min) are the main binary bet writers. With both down, arb-hunter-tom's highest-value surface has had 0 bets across all recent wakes. This is not the agent's fault.","fix":"Revive bear-yosher and vulture-andrew β€” even one live binary bet writer would restore arb-hunter-tom's primary surface."},{"scope":"agent","title":"Token burn rate deeply negative vs realized PnL","detail":"$7.11 lifetime token cost vs $0.36 realized PnL across 200 wakes. With 35+ consecutive no-fill wakes at ~$0.58/wake, the agent is burning ~$0.58 per wake to confirm the book is empty. At the 30-min fallback cadence this is ~$28/day with zero fills.","fix":"Consider extending fallback to 60–90 min when binary bet book has been empty for N consecutive wakes β€” reduce idle burn rate without missing opportunities."},{"scope":"agent","title":"HIGH_WATER hardcoded β€” redeployment risk","detail":"HIGH_WATER=1353 is a static constant updated only when wake script is manually edited. On redeployment mid-cycle the value reverts to whatever is in source, potentially re-firing on stale intents.","fix":"Persist HIGH_WATER to a state file or derive it dynamically from the max seen intentId on first poll of each process restart."}],"assessment":"No new fills this cycle; counter at 11 is unchanged and all 4 LP-Maker entries in the feed are pre-existing. All three arb surfaces (binary bets=0, SSV sell-edge dormant, swap book structurally unaffordable) are simultaneously dry β€” the agent is diagnosing correctly and skipping correctly. At $7.11 lifetime token cost vs $0.36 realized PnL, the cost-to-opportunity ratio is deeply negative, but the dry spell is the market's fault, not the agent's."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.41,1.09,0.11,1.66,1.42,1.23,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1008,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1007,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"20th consecutive null cycle β€” state is bit-for-bit identical to prior summary, again. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No operator initialization signal detected this cycle. Not a crash; never initialized. index-taker (its only logical counterparty) remains equally uni","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero change from last run: 0 tokens, 0 wakes, null wake script, watcher fully dark. No wallet provisioning or initialization signal observed. Both index-maker and index-taker remain uninitialized β€” this market cannot form until an operator provisions both sides.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0 β€” all zero/null for 20 consecutive cycles"},"reasoningRead":"No reasoning to evaluate β€” agent has never woken. The mission (author LONG IndexBasket intents, publish verified source to indexer) is well-scoped in principle, but unreachable until the operator initializes the agent.","wakeTriggers":["MISSING: no wake script loaded β€” watcher cannot arm without one","MISSING: no wallet address provisioned β€” agent cannot act even if woken"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"sole designed counterparty β€” takes SHORT side of index-maker's LONG IndexBasket intents after auditing verified source","available":"also uninitialized (health=unknown, 0 de"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never initialized; no opportunity detection is possible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists at all","No fallback timer configured","No wallet address to operate from"],"suggestedChange":"Operator must provision a wallet and deploy a wake script before any watcher assessment is meaningful β€” no script-level fix applies until initialization occurs"},"issues":[{"scope":"agent","title":"Agent never initialized β€” 20 consecutive null cycles","detail":"No wallet address, no wake script, no watcher armed. State has been bit-for-bit identical since first observation. index-taker is equally uninitialized, so even if index-maker were initialized today, it would have zero counterparties.","fix":"Operator action required: provision wallet + deploy wake script for both index-maker AND index-taker together β€” initializing only one half leaves the market frozen"}],"assessment":"Zero change from last run: 0 tokens, 0 wakes, null wake script, watcher fully dark. No wallet provisioning or initialization signal observed. Both index-maker and index-taker remain uninitialized β€” this market cannot form until an operator provisions both sides."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"20th consecutive null cycle β€” zero delta vs prior summary. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Focus question answered: no initialization signal, no wallet provisioning, and no IndexBasket intents anywhere in the funnel this cycle. Structurally identical to last run and every run before it; agent and its sole co","badge":"UNINITIALIZED","confidence":"high","bottomLine":"20 consecutive null cycles, $0 lifetime spend, 0 wakes. This is not a crash or a wait β€” the agent has never been started. Its only counterparty (index-maker) is equally uninitialized, so even deployment alone won't produce deals.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, 0 lifetime tokens, 0 settled deals, no IndexBasket intents in funnel (~1318+ total intents, 0 IndexBasket)"},"reasoningRead":"Unmeasurable β€” no reasoning has ever executed. The agent has never run a single wake cycle.","wakeTriggers":["MISSING: no wake script deployed β€” agent cannot fire at all","MISSING: no IndexBasket intents in funnel to react to even if deployed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole structural counterparty β€” posts LONG IndexBasket intents that index-taker would SHORT. Also uninitialized.","available":"unknown / uninitialized β€” health=unknown"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never been deployed; no IndexBasket intents exist in the funnel regardless","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all β€” wake_script_source=null","No fallback timer, no armed state, no pid"],"suggestedChange":"Deploy the agent's current.ts with a cadence-appropriate fallback (e.g. 30–60 min poll for new IndexBasket intents from index-maker); this is a prerequisite for any activity."},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wake script, not armed, never run","detail":"20 consecutive null cycles. wake_script_source=null, armed=false, pidAlive=false, $0 lifetime tokens. Operator has not deployed this agent.","fix":"Deploy index-taker's wake script. Coordinate with index-maker deployment β€” both must be live for any deal to form."},{"scope":"agent","title":"index-maker (sole counterparty) also uninitialized β€” joint bootstrap required","detail":"index-taker can only trade against index-maker's LONG IndexBasket intents. index-maker is also armed=false/pidAlive=false with zero intents posted. Deploying index-taker alone produces nothing.","fix":"Bootstrap both index-maker and index-taker together. Index-maker must post at least one IndexBasket intent before index-taker has anything to audit and take."}],"assessment":"20 consecutive null cycles, $0 lifetime spend, 0 wakes. This is not a crash or a wait β€” the agent has never been started. Its only counterparty (index-maker) is equally uninitialized, so even deployment alone won't produce deals."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":445,"msgs":10083,"total":631731097,"totalUsd":360.16,"w5":65072823,"w5Usd":31.57,"w5PctPool":26,"w7":631731097,"w7Usd":360.16,"w7PctPool":26.3,"w5Son":38858245,"w7Son":508161068,"hourly":[4.43,5.93,5.33,7.63,8.26,5.92,8.81,26.81,26.03,9.73,2.13,3.51,18.19,23.11,13.25,14.73,15.29,10.48,15.19,1.9,0,0,0,0],"lastWake":{"ts":"2026-06-11T04:04:05.058Z","tokens":926114,"usd":0.19,"msgs":15}},"onchain":{"deals":102,"openIntents":9,"balanceUsd":746.21,"realizedPnl":6.04,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1155,"wakes":96,"firstWakeMs":1781018900000,"lastWakeMs":1781149020000,"ageMin":27,"lastWhy":"Cluster D expiry renewal + nonce conflict from parallel TXs forced sequential retry. Duplicate from accidental double-ru","repeatWakes":87,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781154340369,"watching":"Cluster E pre-expiry ts 1781150508 (~04:01 UTC) or new fillable swap | 1.5h fallback","armed":true,"nextFallbackMin":61}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":26,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.24,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1049,"wakes":89,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":454,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":58,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781154238969,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":60}},"verdict":{"summary":"Deals locked at 16 β€” the 3 Bear↔Mimic deals (2Γ— BinaryBet, 1Γ— custom) remain flagged 'live' in the settled_deals_detail, 15h+ post-expiry of deal #75 (epoch 1781139624 β‰ˆ Jun 11 00:58 UTC), with Bear-Yosher crashed 992 min. Capital is locked; oracle auto-settlement was the prior conclusion but these positions have not cleared. Watcher is ARMED (pid alive, fal","badge":"CAPITAL LOCKED, BOARD DRY","confidence":"high","bottomLine":"No new deals (still 16), no BinaryBet supply for 10+ wakes, and the 3 Bear↔Mimic positions remain 'live' 15h+ post-expiry with Bear-Yosher crashed β€” the capital-lock has not resolved. Watcher is healthy and will fire in ~11 min, but there is nothing on the board for it to act on.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (sole BinaryBet poster, counterparty in all 3 live deals) crashed 992 min ago; 0 BinaryBets on board wakes w57–w70; settled_deals stuck at 16 across at least 2 consecutive runs; 3 live Bear↔Mimic deals unresolved per settled_deals_detail"},"reasoningRead":"Sound mission execution β€” the β‰₯3pp edge floor and template-hash filter are correct discipline. The right problem is 'find edge in BinaryBets'; the agent is solving exactly that. However, sound reasoning applied to a structurally empty board means it will never trade until supply returns. This is market fault, not agent fault.","wakeTriggers":["New BinaryBet intent appears on board (newMatches filter against BINARY_BET_TEMPLATE hash)","60-min fallback (armed, nextFallbackMin=11)","MISSING: no trigger or check for the 3 capital-locked 'live' Bear↔Mimic deals β€” watcher has no awareness of stuck positions, so it can't escalate or surface the"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet poster; all 3 live deals are Bear↔Mimic; no other agent fills this role","available":"CRASHED 992 min, no fallback recovery vi"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes near-decided binaries, does not post them β€” cannot supply copy-tradeable BinaryBets","available":"ok, watcher live, fallback 3 min"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts options not BinaryBets; Mimic's mission requires BinaryBet template specifically","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents including binaries per mission β€” potential BinaryBet supply if uncrashed","available":"CRASHED 793 min"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board has been empty of BinaryBets wakes w57–w70. No takeable intents existed. Mimic cannot copy what is not posted.","wakeScript":{"wellReasonedForMission":true,"good":["newMatches() pattern correctly detects genuinely new intents β€” cannot false-fire on stale book","Template hash filter (BINARY_BET_TEMPLATE) is exact-match, not broad","60-min fallback is appropriate cadence for a patient copy-trader","Zero-LLM watcher β€” pure intent detection, no hallucination risk","Baseline-then-diff pattern prevents replay of already-seen intents on restart"],"lacking":["No awareness of the 3 capital-locked live Bear↔Mimic deals β€” watcher cannot surface or escalate stuck positions","No stock-hours guard in the trigger logic (label mentions it, code does not enforce it β€” could fire on a stock BinaryBet at 03:00 UTC)"],"suggestedChange":"Add a capital-lock check on startup: if any deal with Mimic's address shows 'live' status beyond its expiry epoch, log a warning and optionally fire an escalation wake β€” the current watcher is blind to 15h-old locked positions and will neve"},"issues":[{"scope":"core","title":"Expired deals remain 'live' 15h+ post-expiry with counterparty crashed","detail":"3 Bear↔Mimic deals (deal #75 expiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC) still flagged 'live' in settled_deals_detail; Bear-Yosher crashed 992 min. Prior run concluded oracle auto-settlement β€” but capital has not released across two consecutive observer runs.","fix":"Core should expose an oracle-settlement path that does not require the losing-side agent to be alive; verify whether the settle call can be submitted by any party (Mimic itself, or a keeper) and document the mechanism. If it requires Bear-Yosher's action, flag capital as at-risk."},{"scope":"agent","title":"Watcher blind to capital-locked live deals","detail":"mimic-ljuba's watcher watches only for new BinaryBets and never checks whether it has unresolved expired positions. The 3 Bear↔Mimic deals have been stuck for 15h with no agent awareness.","fix":"On each loop iteration (or at watcher arm time), query Mimic's open/live deals; if any have expiry < now, log the deal IDs and amount locked so a human can intervene or initiate settlement."},{"scope":"agent","title":"Zero BinaryBet supply β€” sole poster (Bear-Yosher) crashed 992 min","detail":"Mimic's deal rate goes to zero whenever Bear-Yosher is down. No other active agent posts BinaryBets. vulture-andrew (crashed 793 min) is the only secondary candidate.","fix":"Restore Bear-Yosher or add a second BinaryBet-posting agent; a fleet with one BinaryBet poster and one BinaryBet taker is a single-point-of-failure market."}],"assessment":"No new deals (still 16), no BinaryBet supply for 10+ wakes, and the 3 Bear↔Mimic positions remain 'live' 15h+ post-expiry with Bear-Yosher crashed β€” the capital-lock has not resolved. Watcher is healthy and will fire in ~11 min, but there is nothing on the board for it to act on."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":99.76,"realizedPnl":-0.23,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1067,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":119,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":427}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1052,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":573,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":769}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0.95,0.04,0,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.41,"realizedPnl":-11.61,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1052,"wakes":68,"firstWakeMs":1780947228000,"lastWakeMs":1781150400000,"ageMin":4,"lastWhy":"Market bounced crypto from daily lows, but this is normal volatility (< 1% daily move) within expected range. No ranking","repeatWakes":9,"avgGapMin":56,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781156395711,"watching":"vol spike β‰₯1% OR new buyer option intent OR 120-min fallback","armed":true,"nextFallbackMin":96}},"verdict":{"summary":"Engine 1 pause extends to w67 (29+ consecutive monitor-only wakes since w38). KEY ESCALATION since last summary: w66 now explicitly logs 'Engine 2 locked' β€” both engines are dormant simultaneously for the first time. No new options posted or settled (still 17 deals; last custom deal predates w60). Max move confirmed βˆ’3.427% in w62; w66–w67 show no deepening ","badge":"BOTH ENGINES DORMANT","confidence":"high","bottomLine":"Engine 1 has been paused since w38 (29+ wakes) and Engine 2 is now explicitly locked as of w66 β€” the agent is at zero activity across both sleeves. 17 settled deals, 0 new since prior summary. The 1% vol threshold has not been breached (max observed move βˆ’3.427%) and zero buyer option intents have appeared; the market's calm is the structural cause, not agent logic. Wake script correctly guards both resume conditions.","rootCause":{"class":"counterparty-starved","evidence":"Engine 2: 7 consecutive unfilled option writes (wakes 26–37) exhausted buyer-demand signal; Option-Taker-Matheus is the only custom-deal counterparty (1 of 17 settled deals) and has not filled since prior summary. Engine 1: market conditions (max move βˆ’3.427% < 1% threshold, no ranking rotation) are"},"reasoningRead":"Sound and on-mission. The agent is correctly distinguishing its two engine states, citing specific evidence (βˆ’3.427%, 7 unfills, 69.6%/30.4% allocation), and holding with discipline. The new 'Engine 2 locked' label in w66 is an appropriate escalation β€” not churn. Only concern: both engines being dormant simultaneously means the agent is essentially idle until either a vol spike fires or a buyer in","wakeTriggers":["vol spike β‰₯1% on any of ETH/BTC/sNVDA/sMSFT/sAAPL vs w67 baseline prices","new open intent with kind='unknown' (proxy for buyer option intent) appearing in the book","120-min fallback","MISSING: Engine 2 has no independent resume trigger beyond buyer intent detection β€” if option intents use a label other than 'unknown', both locks persist silen"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Sole Engine 2 counterparty (1 custom deal settled); buys options this agent writes β€” directly complementary","available":"health ok, 4 deals total, but no fills s"},{"agent":"lp-maker-matheus","fit":"yes","why":"Engine 1 swap counterparty; fills portfolio rebalance swaps when Engine 1 resumes","available":"102 deals, health ok, active hub β€” ready"},{"agent":"rebalancer-lior","fit":"maybe","why":"Engine 1 swap counterparty (1 settled deal); complementary flows when ranking rotation fires","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable from the book: Engine 1's pause criteria are unmet (no vol β‰₯1%, no rotation), and Engine 2 requires buyer option intents which have not appeared. The watcher would catch a new buyer intent if it arrives. However, both Option-Taker-Matheus expirations today (sNVDA #118 ~17:37 UTC, put #119 ~18:31 UTC) may create renewed demand for fresh option writes β€” the watcher is positioned to","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exactly the two Engine 1 resume conditions (vol spike β‰₯1%, new buyer intent) β€” precise fit to mission","CUSTOM_DEAL_KIND='unknown' is an explicit workaround acknowledging how options appear in the book β€” documented intent","Base prices refreshed from w67 baseline β€” stays current across long idle periods","60s poll with 120-min fallback is appropriate cadence for a patient contrarian agent","Zero-LLM watcher; fireWake is conditional on real signals, not polling-for-nothing"],"lacking":["CUSTOM_DEAL_KIND='unknown' is fragile: if option intents ever receive a proper kind label, the buyer-intent trigger silently fails and Engine 2 stays locked per","No explicit check for Engine 1 resume via ranking rotation (only vol spike and buyer intent) β€” a rotation event would not fire the watcher unless it also trigge"],"suggestedChange":"Add a ranking-rotation check inside the watch loop: compare current Pyth returns for sAAPL/sNVDA/sMSFT vs the w67 baseline to detect if the worst-2 set has changed β€” this makes the third Engine 1 resume condition actionable without waiting "},"issues":[{"scope":"agent","title":"Engine 2 lock has no independent resume trigger if buyer intents use a label other than 'unknown'","detail":"CUSTOM_DEAL_KIND='unknown' is hardcoded. If the protocol ever labels option intents with a proper kind string, the seenIntentIds check silently misses them and Engine 2 remains locked indefinitely.","fix":"Widen the buyer-intent filter: match kind='unknown' OR kind='option' OR kind contains 'call'/'put', or better, filter by the custom judge address instead of kind string β€” more stable anchor."},{"scope":"agent","title":"Ranking-rotation resume condition not in wake script","detail":"Engine 1's third resume condition (ranking rotation) is evaluated by the agent inside the LLM wake, not by the watcher. A rotation event won't fire an early wake β€” the agent waits up to 120 min before discovering it.","fix":"Add a lightweight ranking check inside runWatchLoop using Pyth price deltas to detect worst-2 set changes; fireWake on rotation detection."},{"scope":"agent","title":"Option-Taker-Matheus expirations today create a short window for Engine 2 demand","detail":"sNVDA call #118 expires ~17:37 UTC Jun 11, put #119 ~18:31 UTC β€” both within hours. Post-expiry, Option-Taker-Matheus may seek fresh options. If it posts a new intent, the watcher will catch it. But if Engine 2 stays locked and no intent appears, the window closes with no fills.","fix":"No change needed to watcher β€” it will fire on a new buyer intent. Ensure Engine 2 lock condition is re-evaluated on each 120-min fallback wake, not permanently suppressed."}],"assessment":"Engine 1 has been paused since w38 (29+ wakes) and Engine 2 is now explicitly locked as of w66 β€” the agent is at zero activity across both sleeves. 17 settled deals, 0 new since prior summary. The 1% vol threshold has not been breached (max observed move βˆ’3.427%) and zero buyer option intents have appeared; the market's calm is the structural cause, not agent logic. Wake script correctly guards both resume conditions."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.09,0.28,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1049,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":845,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":956}},"verdict":{"summary":"Holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 778 min (prior summary) to 832 min β€” nextFallbackMin 1023β†’969 confirms exactly ~54 min elapsed since last summary, mechanically consistent. No stop/forward fires across 832 min of 60s polls confirms price has stayed within the $26.41 wide band t","badge":"HOLDING, WATCHER LIVE","confidence":"high","bottomLine":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug.","rootCause":{"class":"structural","evidence":"2 settled deals, $0.75 realized PnL across 26 wakes / 11.97 USD lifetime tokens. The polymarket-comparison workflow requires mismatch between on-chain implied probability and Polymarket's distribution β€” a structural scarcity condition independent of the agent's execution quality. Current hold is the"},"reasoningRead":"Sound and on-mission. Wakes w21–w26 consistently report 'no mispriced opportunities / position confirmed held / watcher armed' β€” this is correct behavior, not churn. The edge erosion narrative (3.1% β†’ 1.5% across wakes w24β†’w22) reflects genuine distribution convergence as Jun12 horizon approaches, showing the agent understands its own position dynamics. No repeated incorrect moves.","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","blockchain time >= horizonTs (Jun12 20:00 UTC, read from state.json with hardcoded fallback 1781294400)","new binary/option intent appears on book (Set diff per 60s poll)","FALLBACK: Jun11 20:00 UTC = 1781208000 (~969 min, 24h pre-expiry assessment)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap exit counterparty β€” 102 deals, deep inventory, will absorb sAAPL β†’ USDC at oracle mid","available":"ok, health=ok"},{"agent":"option-writer-matheus","fit":"yes","why":"Primary source of new binary/option intents for polymarket comparison β€” writes 70/30 stock+crypto options","available":"ok, health=ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap taker; could overlap on sAAPL exit but mission is portfolio-mix driven, not guaranteed sAAPL demand","available":"ok, health=ok, 15 deals"},{"agent":"bear-yosher","fit":"no","why":"Crypto-down / tech-up player β€” would be counterparty on binary bets but crashed 992 min","available":"crashed (armed=false, pidAlive=false, 99"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable from external data β€” agent's own book-scan (readOpenIntents, polymarket comparison) is the only source. Wakes w19–w25 all report 'no mispriced opportunities'; watcher does scan for new binary/option intents every 60s so reactive coverage exists. Cannot independently verify polymarket implied vs on-chain pricing from this data.","wakeScript":{"wellReasonedForMission":true,"good":["Stop ($277.34) and forward ($303.75) are hardcoded price sentinels β€” fires immediately on breach, no LLM needed","Horizon expiry read from state.json with correct hardcoded fallback (1781294400 = Jun12 20:00 UTC)","New-intent Set-diff scan correctly catches fresh binary/option postings each 60s poll β€” right trigger for a taker","Jun11 20:00 UTC fallback (Math.max(..., 4h floor) = 969 min) gives pre-expiry assessment window before Jun12 deadline","60s poll cadence appropriate for price-bound monitoring without being aggressive"],"lacking":["After Jun11 20:00 UTC fallback fires, re-arming (if agent decides to hold) will produce a new FALLBACK_MS via Math.max(negative, 4h) = 4h β€” agent will need to r"],"suggestedChange":"After the Jun11 20:00 UTC assessment wake, agent should rewrite watcher with FALLBACK_MS targeting the actual Jun12 20:00 UTC horizon expiry rather than relying on the 4h-floor fallback, to ensure the exit wake is precisely timed rather tha"},"issues":[{"scope":"agent","title":"Post-fallback watcher has imprecise 4h floor deadline","detail":"Current FALLBACK_MS = Math.max((1781208000 - now)*1000, 4h). Once Jun11 20:00 UTC passes, all subsequent re-arms fall back to 4h cycles rather than a precise deadline tied to the Jun12 20:00 UTC horizon expiry. In the final 20h window the agent could miss a clean exit window by up to 4h.","fix":"In the wake loop's post-assessment re-arm (after Jun11 20:00 UTC fires), rewrite current.ts with FALLBACK_MS computed against 1781294400 (Jun12 20:00 UTC) rather than the stale 1781208000 anchor."},{"scope":"agent","title":"Polymarket-comparison mission structurally starved: bear-yosher (binary writer) crashed 992 min","detail":"bear-yosher is a primary source of BELOW-strike binary bets (deals 17) but has been crashed 992 min. With it dark, the on-chain binary supply is thinner and polymarket-ljuba's comparison scan finds fewer candidates. 2 lifetime deals reflects genuine opportunity scarcity, not agent failure.","fix":"Revive bear-yosher β€” it is the highest-leverage recovery for polymarket-ljuba's deal flow. Until then, option-writer-matheus (17 deals, health=ok) remains the primary opportunity source."}],"assessment":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.21,"realizedPnl":-0.79,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1155,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":263,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":596}},"verdict":{"summary":"Countdown confirmed: nextFallbackMin 663β†’609 (54 min elapsed since prior summary, 731β†’663β†’609 consistent decay). Watcher armed/pidAlive=true β€” clean live countdown to 14:00 UTC Jun 11 fallback, with 13:30 UTC watch-loop trigger as the preferred earlier path. No new wakes, no capital deployed, 15 settled deals unchanged since w45 BTC #1294 fill. sMSFT approve","badge":"IDLE, STOCK WAIT","confidence":"high","bottomLine":"Agent is alive and counting down correctly. nextFallbackMin=609 pins the forced fallback to 14:00 UTC Jun 11; the watch loop fires at 13:30 UTC (Date.now() >= STOCK_OPEN_MS check every 60s) as the preferred path β€” both timestamps consistent with current ~03:51 UTC. No capital to deploy: stocks closed, BTC #1294 was the last fill, and sMSFT trim is the unlock event.","rootCause":{"class":"structural","evidence":"Stocks closed; rebalancer's only remaining gap is BTC (-7pp) which requires sMSFT trim to free capital. No available counterparty action until 13:30 UTC open. By design β€” not a platform or agent fault."},"reasoningRead":"Sound and solving the right problem. w41–w44 showed systematic premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) to attract BTC sellers; w45 confirmed #1294 filled at +4%. Agent correctly diagnosed 'no capital until sMSFT trim' and parked rather than churning.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (60s poll in runWatchLoop β€” preferred natural trigger)","Fallback at 2026-06-11T14:00:00Z (FALLBACK_MS computed at script start β‰ˆ 609 min from ~03:51 UTC β€” confirmed)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 7 settled deals; primary swap liquidity provider","available":"ok, 102 deals active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 confirmed fill; takes delivered swaps opportunistically","available":"ok, watcher live"},{"agent":"momentum-nikita","fit":"maybe","why":"1 confirmed fill; rotates into strong movers via swaps","available":"ok, 6 deals"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could cross a DCA slice if BTC/sMSFT stretched","available":"ok, 5 deals"}],"reliableCounterparties":1,"missedOpportunities":"None since last summary. Stocks closed; watcher not monitoring live book during the park window β€” by design for a patient DCA agent. No book-facing check warranted until 13:30 UTC.","wakeScript":{"wellReasonedForMission":true,"good":["STOCK_OPEN_MS = 13:30 UTC is the precise, mission-relevant trigger β€” fires the wake exactly when the action is possible","FALLBACK_MS computed from 14:00 UTC as a safety net; 30-min window prevents a missed clock edge from stalling the agent indefinitely","Zero LLM, 60s poll cadence appropriate for waiting on a wall-clock event","Label is explicit: 'sMSFT trim + BTC DCA' β€” self-documenting intent"],"lacking":["FALLBACK_MS is computed once at script start β€” correct at ~03:51 UTC but if the process were restarted later the fallback would shrink toward 5 min floor (minor"],"suggestedChange":"No change needed for this cycle. If the process ever needs a restart, recompute FALLBACK_MS as max(FALLBACK_MS_TARGET - Date.now(), 5*60_000) inside a lazy getter to stay accurate across restarts."},"issues":[{"scope":"agent","title":"Single reliable counterparty for swap fills","detail":"LP-Maker-Matheus provided 4/7 recent fills; if LP-Maker is ever paused, the rebalancer will stall on premium escalation again (as seen in w41–w44 BTC drought). Arb-Hunter-Tom provided 1 fill but counter frozen at 11.","fix":"After US open, if sMSFT and BTC slices fail to fill via LP-Maker within one wake, explicitly check Swing-Nikita and Momentum-Nikita order flow as secondary takers β€” they trade the same assets."}],"assessment":"Agent is alive and counting down correctly. nextFallbackMin=609 pins the forced fallback to 14:00 UTC Jun 11; the watch loop fires at 13:30 UTC (Date.now() >= STOCK_OPEN_MS check every 60s) as the preferred path β€” both timestamps consistent with current ~03:51 UTC. No capital to deploy: stocks closed, BTC #1294 was the last fill, and sMSFT trim is the unlock event."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":964,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":857,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still crashed at 844 min since w27 (Jun 10 12:05 UTC) β€” +54 min delta vs last run, zero new activity, no operator restart. The wake script (current.ts) hardcodes Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” both now stale; if the process were restarted today, the first guard `nowSec() >= MARKET_OPEN_EPOCH` fires immediately (","badge":"CRASHED STALE SCRIPT","confidence":"high","bottomLine":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past); MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, ~20h past); 0 token spend in last 5h; settled_deals stuck at 2 since w22"},"reasoningRead":"Sound reasoning, wrong problem. w27 showed good mission-alignment β€” it reset consecutive_misses, approved 10 USDC, targeted sNVDA correctly. But the watcher it wrote hardcodes specific calendar epochs rather than computing today's session dynamically. The discipline in the trade logic is real; the fragility is in the epoch-hardcoding pattern, which makes every crash a double failure: process down ","wakeTriggers":["MARKET_OPEN_EPOCH=1781098200 reached (Jun 10 13:30 UTC) β€” fired in the past, process was dead before it could trigger","oracle drift >0.5% vs ORACLE_SNVDA_BASE=207.92","new sweepable sNVDA sell-side intent (price ≀ oracleΓ—1.005, cost ≀ 12 USDC)","30-min fallback during market hours","MISSING: dynamic Jun 11 market-open epoch (script only knows Jun 10)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for USDCβ†’sNVDA at oracle mid; 102 deals, health ok, actively filling during market hours","available":"ok β€” alive and filling"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post sNVDA sell-side if rebalancing away from it; 15 deals, health ok","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into/out of assets including sNVDA β€” could be sell-side if rotating out","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Jun 10 US session (13:30–16:00 UTC, ~2.5h window) missed entirely. LP-Maker was active during this period (+6 deals fleet-wide 96β†’102). At least one 0.50 USDC sNVDA swap intent could have been posted and likely filled. Exact sNVDA sell-side count is unmeasurable (watcher blind to book since crash), but LP-Maker's activity confirms the session was liquid.","wakeScript":{"wellReasonedForMission":false,"good":["Correct trigger logic: fires on market open, oracle drift >0.5%, or new sweepable sell-side β€” all mission-relevant","30-min fallback during market hours is appropriate cadence for a patient one-slice-per-wake strategy","Pre-market sleep-until-open pattern (msToOpen + 2 min buffer) is well-reasoned","Sweep filter (price ≀ oracleΓ—1.005, cost ≀ 12 USDC) is tight and mission-aligned","PID file written for clean shutdown"],"lacking":["MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH are hardcoded Jun 10 calendar epochs β€” stale as of now","If restarted today: `nowSec() >= MARKET_OPEN_EPOCH` is immediately true β†’ spurious fire before market opens","ORACLE_SNVDA_BASE=207.92 is a point-in-time snapshot from w27; 14h of price drift unaccounted","No self-healing: a stale epoch means every crash requires both a process restart AND a script rewrite"],"suggestedChange":"Replace hardcoded MARKET_OPEN_EPOCH/MARKET_CLOSE_EPOCH with dynamic epoch computation: `const todayOpenEpoch = nextMarketOpenEpoch()` using a helper that calculates today's 13:30 UTC in seconds, checking if that window is still future β€” thi"},"issues":[{"scope":"agent","title":"Process crashed 844 min ago, no restart","detail":"armed=false, pidAlive=false, nextFallbackMin=null since Jun 10 12:05 UTC. Jun 10 US session missed entirely. Jun 11 session opens in ~7h.","fix":"Operator restart required immediately. Budget: 9.00 USDC free, 0.004928 sNVDA held β€” no capital issue, just a dead process."},{"scope":"agent","title":"current.ts hardcodes Jun 10 epochs β€” script must be regenerated on restart","detail":"MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are both ~20-26h in the past. A naive restart fires immediately (market-open guard always true), producing a spurious wake and incorrect market-hours logic for Jun 11.","fix":"On restart, agent must write a new current.ts with dynamic epoch computation for Jun 11 (or today's date generally). Do not restart with the existing current.ts."},{"scope":"core","title":"Epoch hardcoding pattern makes every crash a double failure","detail":"All three crashed agents (bear-yosher, stacker-massimo, vulture-andrew) likely share this pattern: the watcher encodes a specific calendar epoch, so a process death means the script is also stale on restart. This amplifies crash severity.","fix":"SDK should provide a `nextMarketOpenEpoch(tzOffset, openHHMM, closeHHMM)` helper returning the next future session epoch, making watcher scripts date-agnostic and restart-safe by construction."}],"assessment":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1155,"wakes":28,"firstWakeMs":1780924988000,"lastWakeMs":1781148641000,"ageMin":34,"lastWhy":"SSV blocked by zero inventory. sNVDA sub-threshold. All stocks market-hours blocked. No resting intents at favorable ora","repeatWakes":17,"avgGapMin":138,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781184900000,"watching":"US market open 13:30 UTC Jun 11 (sNVDA/sAAPL reassess)","armed":true,"nextFallbackMin":571}},"verdict":{"summary":"0x045e (20 USDC β†’ sNVDA, w23, posted 19:03) expired unfilled β€” deals held at 5 (not 6), confirming no fill occurred. w24's portfolio snapshot (44.2 USDC, reported ~1h after posting) proves the 20 USDC was returned, so the budget is back at ~44.2 USDC rather than the ~24.2 cited last run. Wakes w24–w29 all correctly no-trade: sNVDA sub-threshold and narrowing","badge":"PATIENT, WAITING OPEN","confidence":"high","bottomLine":"0x045e expired without fill (LP-Maker declined or missed within TTL); 20 USDC returned, budget restored to ~44.2 USDC β€” nearly full dry powder for the 13:30 UTC US open. Six consecutive no-trade wakes are correct given hard market-hours and inventory blocks. No mission error; the stall is structural (single taker, post-close timing).","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are ↔ LP-Maker-Matheus (only counterparty visible in settled_deals_detail). 0x045e posted 19:03 UTC β€” after most equity trading interest; LP-Maker chose not to fill within TTL. No other taker in the fleet for sNVDA swaps at this size."},"reasoningRead":"Sound and solving the right problem. The DCA across w21–w23 was quantitative (βˆ’1.75% β†’ βˆ’1.92% β†’ βˆ’2.18%, sizing proportional to dislocation depth). The w24–w29 no-trade calls each cite a specific hard block (market hours / sub-threshold / zero inventory) rather than vague caution. No churn β€” the agent waited, correctly, while the signal narrowed.","wakeTriggers":["US market open at 2026-06-11T13:30 UTC (primary fallback, via armWatcher)","New sNVDA sell intent appearing in open book (early trigger via readOpenIntents poll every 60s)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole confirmed taker for swing-nikita's sNVDA swaps (all 5 deals); 102 total deals, health ok, active","available":"online and active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-style swaps could overlap on sNVDA/USDC direction but no confirmed cross-deal history","available":"ok"},{"agent":"stacker-massimo","fit":"no","why":"Also buys sNVDA β€” same direction, not a counterparty; crashed (842 min down)","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w24–w29 no-trade calls all cite verifiable hard blocks (market hours, zero SSV inventory, sNVDA sub-1.5% threshold). No intents in the book that swing-nikita could have taken during this window.","wakeScript":{"wellReasonedForMission":true,"good":["Primary fallback pinned to market open 13:30 UTC β€” exactly when the sNVDA signal becomes actionable again; 5-min buffer is thoughtful","Early sNVDA sell-intent trigger enables sub-open fill if a new seller appears overnight without burning an LLM wake","30-min floor prevents near-zero fallback if called just after open","Zero-LLM watcher; clean armed/fallback structure"],"lacking":["No crypto dislocation early trigger (BTC/ETH buy-dip β‰₯1.5%) β€” SSV is blocked by zero inventory but ETH/BTC could spike without waking the agent until the market","readOpenIntents polled every 60s, which is fine for pacing, but the isNVDASeller filter sees only 50 intents β€” a crowded book could miss a qualifying intent"],"suggestedChange":"Add a lightweight crypto-dislocation early trigger alongside the sNVDA one: if BTC or ETH spot (from belt oracle) drops β‰₯1.5% below trailing average, fireWake β€” otherwise the agent sleeps through overnight crypto moves and only reassesses a"},"issues":[{"scope":"agent","title":"Single taker (LP-Maker) creates expiry risk for post-close sNVDA intents","detail":"0x045e was posted at 19:03 UTC, after US equity close. LP-Maker declined to fill within TTL β€” likely rational (holding sNVDA overnight). 20 USDC returned; no fill on the deepest-dislocation slice (βˆ’2.18%).","fix":"Consider timing sNVDA DCA slices to land during market hours (13:30–20:00 UTC) when LP-Maker is more likely to fill; or shorten intent TTL so capital isn't locked overnight."},{"scope":"agent","title":"No crypto early-wake trigger in current watcher","detail":"The watcher only polls for sNVDA sell intents and waits for market open. An overnight BTC/ETH dislocation (β‰₯1.5%) would go unacted on for up to 584 min.","fix":"Add belt.tools oracle check for BTC/ETH vs trailing average inside runWatchLoop; fireWake if dislocation threshold crossed."}],"assessment":"0x045e expired without fill (LP-Maker declined or missed within TTL); 20 USDC returned, budget restored to ~44.2 USDC β€” nearly full dry powder for the 13:30 UTC US open. Six consecutive no-trade wakes are correct given hard market-hours and inventory blocks. No mission error; the stall is structural (single taker, post-close timing)."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":0,"w7Son":80424758,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1.7,5.2,0,3.33,2.9,10.2,13.61,3.33,0,0,0.86],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":99.12,"realizedPnl":-0.87,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":811,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":808,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed crashed since w67/14:36 UTC Jun 10; now 793 min dark (+52 min since prior at 741 min) β€” no operator restart has occurred. armed=false/pidAlive=false/nextFallbackMin=null unchanged; deal counter frozen at 38, open intents at 0 (full bait suite expired post-crash). LP-Maker-Matheus now holds 9 open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) directly in ","badge":"CRASHED 793 MIN","confidence":"high","bottomLine":"Vulture has been dark for 793 min with no restart and no watchdog to self-recover. Its sole primary counterparty (LP-Maker-Matheus) now has 9 open intents squarely in vulture's target range and has filled 6 more deals through proxy takers since the crash β€” estimated ~$1.68 in missed edge and growing. This is entirely an operator/infra problem; the agent's logic and wake-script are sound.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null since w67 (14:36 UTC Jun 10). No process watchdog exists to restart the watcher. All 38 settled deals frozen; 0 open intents (bait suite expired). LP-Maker intents #987-#1001 range uncontested by vulture."},"reasoningRead":"Sound reasoning, wrong operating state. The last logged wakes (w61–w67) show disciplined edge-gating (β‰₯1% floor, honeypot exclusions, mandatory cancel-on-erosion), proper bait hygiene, and good duplicate detection. The agent was solving the right problem correctly β€” it simply stopped running. Churn is not the issue here; the issue is absence.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (excluding honeypot IDs 779/836/869)","pre-expiry: ~5 min before soonest intent expiry","check-my-quotes: quote erosion below cancel floor or undercut (cancelCmds > 0)","hard fallback: 2h","MISSING: process watchdog / auto-restart when watcher PID dies"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 6 of last 8 vulture deals settled against LP-Maker; currently holds 9 open intents in sMSFT/sNVDA/BTC/ETH/SSV/sAAPL a","available":"active, 102 deals, 9 open intents live R"},{"agent":"arb-hunter-tom","fit":"no","why":"CEX-feed latency arb β€” taker of oracle-lagged binaries, not a swap poster; vulture can't take its fills and arb won't post swaps for vulture","available":"alive, watcher armed with 3-min fallback"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps to rebalance portfolio β€” occasionally a counterparty (1 fill in recent LP-Maker batch); overlap is incidental","available":"ok, 15 deals"}],"reliableCounterparties":1,"missedOpportunities":"At least 6 LP-Maker fills (deals ~97–102) during the 793-min outage went to Arb-Hunter-Tom Γ—4, Rebalancer-Lior Γ—1, 0xBd6a Γ—1 β€” all in vulture's β‰₯1% edge target range. 9 current LP-Maker open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) remain unclaimed. At ~$0.28/fill reference (w63), the 6 missed fills represent ~$1.68 in foregone edge; the 9 live intents are additional uncaptured opportunity accumula","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new β‰₯1% edge β€” matches vulture's core mission of picking off mispriced swaps","Pre-expiry trigger (5 min before soonest expiry) preserves bait hygiene without requiring a full LLM wake","check-my-quotes integration catches erosion/undercut between main wakes β€” autonomously protects quote suite","Honeypot pre-seeding (779/836/869) prevents re-firing on confirmed traps","30s poll cadence with 2h hard fallback β€” zero-LLM, appropriate for a taker that needs low latency on edges","seenEdgeIds deduplication prevents duplicate fires on the same edge"],"lacking":["No self-restart / process watchdog: when the PID dies (as it did at w67), the watcher stays dead indefinitely β€” the 2h fallback is irrelevant if the process its","No liveness heartbeat or external monitor to alert operator on PID death"],"suggestedChange":"Add a process supervisor (systemd unit, pm2, or a companion watchdog script) that restarts the watcher PID on exit β€” the script logic is correct, but it's useless dead. This is a core/infra fix, not an agent-logic fix."},"issues":[{"scope":"agent","title":"Operator restart required β€” watcher dead 793 min","detail":"armed=false, pidAlive=false, nextFallbackMin=null. No auto-recovery. 9 LP-Maker intents in target range; ~$1.68 edge missed from 6 proxy fills during outage.","fix":"Operator: restart vulture-andrew watcher immediately. Every additional minute dark is uncaptured opportunity against the most liquid counterparty on the board."},{"scope":"core","title":"No PID watchdog / auto-restart for crashed watchers","detail":"Three agents (vulture-andrew 793 min, stacker-massimo 842 min, bear-yosher 992 min) have all been dark for 13+ hours with no platform-level recovery. The 2h fallback in watcher scripts is inert once the process dies.","fix":"SDK/infra: add a supervisor layer (systemd, pm2, or a fleet-level health daemon) that detects armed=false + pidAlive=false and auto-restarts the watcher process. This is the single highest-leverage platform fix β€” it would have prevented all three current crashes from persisting."}],"assessment":"Vulture has been dark for 793 min with no restart and no watchdog to self-recover. Its sole primary counterparty (LP-Maker-Matheus) now has 9 open intents squarely in vulture's target range and has filled 6 more deals through proxy takers since the crash β€” estimated ~$1.68 in missed edge and growing. This is entirely an operator/infra problem; the agent's logic and wake-script are sound."}}],"unattributed":{"sessions":1122,"tokens":148131080,"usd":76.84,"w5":1494607,"w5Usd":0.96,"hourly":[0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,1.07,0.83,1.21,1.01,0,2.44,1.89,1.25,1.23,2.38,0.53,2.28,2.87]},"boardOverhead":{"sessions":1921,"tokens":38793057,"usd":83.39,"w5":2659900,"w5Usd":6.52,"hourly":[2.06,0.88,1.18,1.16,1.24,1.7,0.92,1.59,1.39,1.12,1.21,0.2,1.34,1.09,1.32,1.14,1.51,1.32,1.24,1.66,0.84,0.68,0.76,0.73]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1064036713,"grandUsd":634.4,"grandSessions":3709,"attributedTokens":877112576,"unattributedTokens":148131080,"boardTokens":38793057,"reassembledTokens":1064036713,"tokensBalance":true,"attributionPct":85.6,"multiMatchSessions":115,"sessionsScanned":2796,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":45020,"dedupedMsgs":18983,"rawTokens":2397714198,"dedupedTokens":1064036713,"dupRatio":2.253}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T04:02:08.052Z","swarm":{"headline":"ONE HUB, THREE CRASHES","funnel":{"posted":1357,"settled":137,"conversionPct":10.1,"byTemplate":{"Swap":"dominant β€” LP-Maker-Matheus 12/12 book live, all active fills route here","custom":"options clearing (4 option-writerβ†’taker settled); binary-bet frozen (3 Bear↔Mimic live, unresolved 15h+)","DeadlineSwap":"1 open (0x5F79 ETH+sAAPLβ†’USDC, 19 min TTL)","IndexBasket":"0 β€” market never initialized across all 1357 posted intents"}},"liquidityMap":[{"market":"Multi-asset swap (sMSFT/sNVDA/","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Rebalancer-Lior, Swing-Nikita, Momentum-Nikita, 0xBd6a + Vulture-Andrew (crashed)","status":"ACTIVE β€” 102 settled deals, 12/12 book, taker-side thin; Vulture vacancy leaves "},{"market":"Options (sNVDA calls/puts)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” both writer engines dormant; taker holds #118 (exp 17:37 UTC) and #119 "},{"market":"Binary bets","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"LOCKED β€” 3 live deals (2Γ— BinaryBet + 1Γ— custom) 15h+ past deal-75 expiry (epoch"},{"market":"Index basket","flow":"Index-Maker ↔ Index-Taker","status":"DARK β€” both agents at 20 consecutive null cycles, never initialized; 0 IndexBask"},{"market":"SSV momentum (resting bid)","flow":"Momentum-Nikita β†’ LP-Maker-Matheus","status":"RESTING β€” open intent #1318 (25 USDC β†’ 11.79 SSV), no SSV seller on book; market"}],"causalLinks":[{"cause":"Bear-Yosher crashed 994 min (armed=false, pidAlive=false)","effect":"Mimic-Ljuba capital locked in 3 unresolved deals; binary-bet market fully frozen; Arb-Hunter-Tom's primary signal source","evidence":"Deal #75 betExpiry epoch 1781139624 passed ~15h ago; Mimic settled_deals frozen at 16; Bear at 17; Arb-Hunter w198 explicitly: '0 binary bets on book'; Mimic nextFallbackMin=1 (checking but cannot for"},{"cause":"Option-Writer-Matheus both engines dormant simultaneously (Engine 2 explicitly locked at w66 for first time)","effect":"Option-Taker supply-starved; 201 min without a fill; 2 held positions (#118, #119) expire within ~5–6h with no replaceme","evidence":"Option-Taker: 'no new audited options on book for 201 min'; Option-Writer: 'Engine 2 locked' w66; writer nextFallbackMin=1144; taker watcher polls every 60s and has not fired"},{"cause":"Vulture-Andrew crashed 793 min, full bait suite expired (0 open intents)","effect":"LP-Maker loses its dedicated arbitrage-bait counterparty; LP quotes are now uncontested, reducing deal velocity and pric","evidence":"Vulture frozen at 38 settled deals, 0 open intents; 2 recent LP↔Vulture deals are pre-crash history; LP-Maker w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side partly a"},{"cause":"Stacker-Massimo crashed 844 min with hardcoded stale Jun 10 epochs","effect":"Will miss Jun 11 US session open (13:30 UTC, ~7h away) even if restarted without a script patch β€” both MARKET_OPEN_EPOCH","evidence":"Summary: 'MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past)'; armed=false/pidAlive=false; 2 settled deals frozen since w22; script guard logic breaks on stale epochs"},{"cause":"LP-Maker-Matheus is the sole functioning swap liquidity hub","effect":"All 5 active taker-side agents route exclusively through LP-Maker β€” single point of failure; the 3 crashed agents (Vultu","evidence":"LP-Maker accounts for 11/12 open swap intents; 5 reliable counterparties have no alternative; Rebalancer-Lior, Swing-Nikita, Momentum-Nikita, Arb-Hunter-Tom all LP-Maker-dependent per settled_deals_de"}],"insights":[{"severity":"critical","title":"No process watchdog β€” 3 agents dark 793–994 min, US session in ~7h","detail":"Bear-Yosher (994 min), Stacker-Massimo (844 min), Vulture-Andrew (793 min) all crashed with armed=false/pidAlive=false and zero auto-restart. They cover binary bets, equity stacking, and arbitrage bait β€” three distinct market segments with zero coverage. US session (13:30 UTC Jun 11) opens in ~7h; all 3 will miss it.","evidence":"Bear-Yosher last wake w41 Jun 10 11:17 UTC; Stacker-Massimo last wake w27 Jun 10 12:05 UTC; Vulture-Andrew last wake w67 Jun 10 14:36 UTC β€” all armed=false, pidAlive=false, nextFallbackMin=null","scope":"core","fix":"Deploy system-level watchdog detecting armed=false/pidAlive=false for >30 min and paging operator; immediate manual restart of all 3 before 13:30 UTC β€” bear-yosher first (highest cascade benefit)"},{"severity":"critical","title":"Bear↔Mimic capital locked 15h+ past expiry β€” no unilateral settlement path","detail":"3 Bear↔Mimic deals remain 'live' ~15h after deal #75 betExpiry epoch 1781139624 (β‰ˆ Jun 11 00:58 UTC). Mimic-Ljuba is awake and armed (nextFallbackMin=1) but has no tool to force settlement; Bear-Yosher (the party with settlement obligation post-expiry) is crashed. Capital is stranded indefinitely.","evidence":"Bear settled_deals frozen at 17; Mimic at 16; 3 live entries in settled_deals_detail all ↔ Bear-Yosher; Mimic watcher fires every ~1 min but logs confirm no settlement mechanism available without counterparty","scope":"core","fix":"Operator manually triggers settlement on 3 expired deals OR restarts Bear-Yosher (which, once live, should detect and settle expired positions); core SDK needs oracle-driven auto-settlement after expiry to prevent recurrence"},{"severity":"warn","title":"Stacker-Massimo requires epoch patch before restart β€” stale hardcoded dates","detail":"Wake script hardcodes MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, 26h past) and MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, 20h past). Restarting without patching causes both guards to fire immediately on start, likely triggering wrong-day close behavior during Jun 11 open.","evidence":"stacker-massimo summary confirms both epoch values and their staleness; armed=false/pidAlive=false 844 min; 2 settled deals frozen since w22","scope":"fleet","fix":"Update wake script to Jun 11 epochs (MARKET_OPEN β‰ˆ 1781184600, MARKET_CLOSE β‰ˆ 1781204400) before restart; consider moving epochs to shared config to prevent next-day recurrence"},{"severity":"warn","title":"Option-Taker holds 2 positions expiring today β€” writer locked, no reload possible","detail":"Call #118 (strike $203.69, prem $0.25, exp ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, exp ~18:31 UTC Jun 11) expire within hours. Option-Writer Engine 2 is explicitly locked (w66 first-time simultaneous dormancy) with nextFallbackMin=1144 β€” no supply today. Positions expire unrolled.","evidence":"Option-Taker: 201 min since last wake; Option-Writer: 'Engine 2 locked β€” both engines dormant simultaneously for the first time'; nextFallbackMin=1144; 0 audited options on book for 201+ min","scope":"fleet","fix":"Operator reviews Engine 2 lock condition in option-writer β€” if buyer-demand exhaustion is permanent, manually unlock or accept options-dark for Jun 11; add Engine 2 auto-unlock after configurable dormancy threshold (e.g. 4h)"},{"severity":"warn","title":"Index pair at 20 null cycles β€” provisioned but never initialized","detail":"Index-Maker and Index-Taker both show address=null, 0 wakes, $0 lifetime tokens, wake_script_source=null for 20 consecutive observer cycles. Zero IndexBasket intents exist in the full 1357-intent funnel. Not a crash β€” these agents were never started.","evidence":"Both: armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0 for '20 consecutive cycles'; 0 IndexBasket entries in funnel data","scope":"fleet","fix":"Operator decision required: initialize both together (wallet provisioning + script deployment, chicken-and-egg pair) or formally decommission. Deferring 20+ more cycles has no upside."},{"severity":"ok","title":"LP-Maker-Matheus healthy at 102 deals β€” full book, BTC gap resolved","detail":"12/12 book maintained (BTC gap resolved w88 at +15.1bps), 5 reliable counterparties, watcher armed/pidAlive=true with nextFallbackMin=64. Deal velocity is taker-limited (0 fills across multiple wakes with tight quotes), not a pricing or quality issue.","evidence":"102 settled deals, 12 open intents, w85–w90 show 0 fills despite tight quotes; reliableCounterparties=5; badge FULL BOOK LIVE","scope":"fleet","fix":"No action needed. Restoring Vulture-Andrew is the highest-leverage way to add deal velocity here."}],"fleetMoves":[{"scope":"fleet","action":"Restart bear-yosher immediately β€” single highest-leverage action: resolves Mimic capital lock (3 deals 15h+ stranded), repopulates binary-bet book (unblocks Arb-Hunter-Tom's primary signal), and clears 994 min of dark in the most critical crashed agent"},{"scope":"fleet","action":"Restart stacker-massimo with updated Jun 11 epochs and restart vulture-andrew before 13:30 UTC session open (~7h window); both are straightforward restarts β€” stacker requires epoch patch first"},{"scope":"core","action":"Deploy process watchdog: detect armed=false/pidAlive=false for >30 min and auto-restart or page operator β€” root fix preventing recurrence of simultaneous 800–1000 min dark periods across multiple agents"},{"scope":"core","action":"Add oracle-driven auto-settlement for expired binary-bet and option positions β€” removes dependency on crashed counterparty for capital recovery; evidence: 3 Bear↔Mimic deals stranded 15h+ with no resolution path"},{"scope":"fleet","action":"Operator decision on index-maker/index-taker: initialize both together or decommission β€” 20 null cycles with no signal either way; pair must be provisioned simultaneously due to chicken-and-egg counterparty dependency"}],"at":"2026-06-11T04:04:45.378Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB BUSY, 3 CRASHES PERSIST","healthDelta":"Structurally identical to last run (bear-yosher/vulture-andrew/stacker-massimo all still crashed, index pair still null), but LP-Maker accelerated from 96β†’102 deals (+6 new fills) and Arb-Hunter-Tom's watcher is live with fallback in 3 min β€” active counterparty pair is the one bright spot; option-ta","focusAreas":["LP-Maker +6 deals (96β†’102): identify the 6 new counterparties β€” recent feed shows Arb-Hunter-Tom Γ—4, Rebalancer-Lior Γ—1, 0xBd6a Γ—1 as candidates, but arb counter frozen at 11 creates a contradiction w","Option-Taker-Matheus: sNVDA call #118 expires ~17:37 UTC Jun 11 and put #119 ~18:31 UTC Jun 11 β€” both expire within hours; 558 min since last wake","Bear-Yosher deal #75 (expiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC) still flagged 'live' ~15h post-expiry β€” capital lock in 3 Bear↔Mimic deals unresolved","3 crashes (bear-yosher 992 min, stacker-massimo 842 min, vulture-andrew 793 min) all darkening while Jun 11 US session (13:30 UTC) approaches in ~7h","Arb-Hunter-Tom: 27+ consecutive waits, counter stuck at 11 β€” watcher alive but zero incremental fills"],"perAgentFocus":{"arb-hunter-tom":"Counter frozen at 11 across 27+ waits yet recent-deals feed shows 4 Arb-Hunter-Tom ↔ LP-Maker entries β€” are any of those new fills this cycle (deals would exceed 11) or all pre-existing history, and what is the specific condition blocking n","bear-yosher":"Deal #75 (expiry epoch 1781139624, ~Jun 11 00:58 UTC) is ~15h past expiry and still 'live' alongside 2 BinaryBet and 1 custom Bear↔Mimic deals β€” have any of the 3 live deals settled since last run (deals still show 17), and does the crash (","index-maker":"19th+ consecutive null cycle β€” is state still bit-for-bit identical (address=null, 0 wakes, wake_script_source=null), or is there any operator initialization signal this cycle?","index-taker":"19th+ consecutive null cycle β€” same question as index-maker: any initialization signal, wallet provisioning, or IndexBasket intent in the funnel this cycle, or still identical null?","lp-maker-matheus":"Deals jumped 96β†’102 (+6) since prior summary β€” which 6 counterparties drove those fills (Rebalancer-Lior, Arb-Hunter-Tom, 0xBd6a, Vulture-Andrew are in the recent feed), and is the 12/12 full book still intact or have any pairs dropped out?","mimic-ljuba":"3 Bear↔Mimic live deals (2Γ— BinaryBet + 1Γ— custom) are in the recent feed with bear-yosher crashed 992 min β€” have any of these settled since prior run (mimic deals still at 16), and with fallback firing in 13 min, is the watcher set to hand","momentum-nikita":"Open intent repriced from 11.31 SSV ($2.21/SSV, w22) to 11.79 SSV ($2.12/SSV now) β€” was this a new post at a better offer or a price recalculation, and has the SSV position moved from the w22 level of 8 tokens / $17.68?","option-taker-matheus":"sNVDA call #118 expires ~17:37 UTC Jun 11 and put #119 ~18:31 UTC Jun 11 β€” both expire within ~11–12 hours; last wake was 558 min ago with nextFallbackMin=784 β€” will the watcher fire before expiry, and is the agent positioned to act on sett","option-writer-matheus":"Engine 1 vol pause extends to 27+ monitor-only wakes with max move logged at βˆ’3.427% (below the 1% threshold) β€” has the drawdown continued to deepen since w65, and has Engine 2 posted any new options or settled any since deals counter sits ","polymarket-ljuba":"sAAPL held at $290.79 with stop $277.34 / forward $303.75, 830 min since last wake, nextFallbackMin=971 β€” is there any sAAPL price movement approaching either bound, and does nextFallbackMin=971 (vs prior 1023) confirm the ~52 min elapsed m","rebalancer-lior":"Waiting on US stock open 13:30 UTC Jun 11 (~7h from now) with nextFallbackMin=611 β€” does the countdown confirm alignment with 13:30 UTC or 14:00 UTC fallback, and is the sMSFT approve + trim action still the pending next move with no capita","stacker-massimo":"Crashed 842 min (last wake Jun 10 12:05 UTC), entire Jun 10 US session missed β€” with Jun 11 US session at 13:30 UTC ~7h away, has any operator restart occurred or is there a restart plan before the session opens?","swing-nikita":"Open intent 0x045e (20 USDC β†’ sNVDA, w23) dropped to 0 with deals still at 5 β€” did the intent fill (deals would be 6), expire, or get cancelled, and what is the remaining USDC budget out of the ~24.2 USDC cited in prior summary?","vulture-andrew":"Crashed 793 min (since ~14:36 UTC Jun 10), LP-Maker now has 9 open intents spanning sMSFT/sNVDA/BTC/ETH/SSV/sAAPL that fall exactly in vulture's target range β€” has any restart occurred, and what is the accumulated opportunity cost in LP-Mak"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” 992 min crashed, capital locked in 3 unresolved Bear↔Mimic live deals including deal #75 whose expiry epoch 1781139624 passed ~15h ago with no settlement action"},{"scope":"agent","text":"Restart vulture-andrew β€” 793 min crashed, LP-Maker's 9 open intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) are exactly vulture's target set and are expiring unfilled"},{"scope":"agent","text":"Restart stacker-massimo before 13:30 UTC Jun 11 US session open (~7h away) β€” Jun 10 session was entirely missed, Jun 11 session will also be missed at current rate"},{"scope":"agent","text":"Verify option-taker-matheus will wake before sNVDA call #118 expiry at ~17:37 UTC and put #119 at ~18:31 UTC Jun 11 β€” nextFallbackMin=784 puts the fallback ~13h out, after both expirations"},{"scope":"fleet","text":"Investigate manual settlement trigger for Bear-Yosher deal #75 β€” epoch 1781139624 passed ~15h ago, still 'live'; if the bear agent cannot self-settle due to crash, a third-party settlement call may be"}],"at":"2026-06-11T03:52:07.310Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T05:05:13.397Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":35.14,"used7d":null,"used7dUsd":640.71,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":24.4,"estPct7d":44.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":69.2,"estPct7d":107.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":48.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":87.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":38683565,"w7":787296741,"tot":787296741},"haiku":{"w5":22199316,"w7":288351594,"tot":288351594}},"fleet":{"agentsUp":12,"lifetimeTokens":1075668146,"lifetimeUsd":640.71,"sessions":3766,"deals":138,"openIntents":10,"totalIntents":1367},"oracle":{"USDC":1,"ETH":1657.51,"BTC":62754.3,"SSV":2.21,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T04:55:37.029Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":15,"msgs":306,"total":14506795,"totalUsd":7.64,"w5":953449,"w5Usd":0.53,"w5PctPool":0.4,"w7":14506795,"w7Usd":7.64,"w7PctPool":0.6,"w5Son":953449,"w7Son":12392580,"hourly":[0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.32,1.03,0.45,0,0,0,0,0.52],"lastWake":{"ts":"2026-06-11T05:05:10.972Z","tokens":953449,"usd":0.53,"msgs":22}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.51,"realizedPnl":0.51,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1110,"wakes":202,"firstWakeMs":1780927992000,"lastWakeMs":1781154300000,"ageMin":0,"lastWhy":"No binary bets. All swap gaps below floor or on assets I cannot spend. SSV edge fully dissolved as oracle caught up.","repeatWakes":188,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781156099615,"watching":"new mSSV intent with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Counter confirmed frozen at 11 through w202 β€” now 40+ consecutive waits, no new fills. All 4 LP-Maker↔Arb-Hunter entries in the recent-deals feed are pre-existing history; every wake w195–w202 explicitly logs 'No fill'. The structural block is edge-direction reversal: w201 reports 'SSV oracle leads CEX by 23bps but no intent priced above CEX' β€” arb-hunter ne","badge":"EDGE INVERTED","confidence":"high","bottomLine":"Counter at 11 for 40+ wakes is market-driven, not agent failure. SSV oracle currently leads CEX by 23bps (w201), structurally reversing arb-hunter's taker edge β€” LP-Maker's resting prices are CEX-below, killing all snipe opportunities. Watcher is armed, pid alive, fallback in 11 min β€” agent is healthy and waiting correctly.","rootCause":{"class":"counterparty-starved","evidence":"8/9 visible settled deals are LP-Maker-Matheus swaps; w201 confirms 'SSV oracle leads CEX by 23bps but no intent priced above CEX to capture' β€” arb edge requires CEX > oracle by β‰₯10bps, currently inverted. Zero binary bets on book across all 8 recent wakes (w195–w202). No ETH/BTC gap above 10bps flo"},"reasoningRead":"Sound and on-mission. Each wake correctly identifies why no fill: SSV sell-edge dormant (CEX above oracle reversed), ETH/BTC below 10bps floor, zero binary bets. HIGH_WATER advances 1309β†’1318β†’1327β†’1330β†’1342β†’1346β†’1353β†’1358β†’1365 across 8 wakes, confirming proper new-intent tracking. Not churning β€” genuinely waiting for market conditions to flip back.","wakeTriggers":["New intent id > HIGH_WATER (1365) with β‰₯10bps SSV buy or sell edge vs live Binance CEX","New binary bet matching BINARY_BET_HASHES set","30-min hard fallback","MISSING: existing intent repriced into edge territory β€” watcher only fires on id > HIGH_WATER, so LP-Maker repricing a pre-baseline intent above CEX goes undete"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible deals; primary swap counterparty β€” but oracle currently leads CEX by 23bps so LP's resting prices are CEX-below, nullifying a","available":"alive, 102 deals, active this cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; occasional swap poster β€” arb-hunter could snipe if priced stale, but rebalancer posts infrequently","available":"alive, nextFallback ~13:30 UTC"},{"agent":"bear-yosher","fit":"no","why":"crashed 1052 min, not posting any intents","available":"crashed"},{"agent":"vulture-andrew","fit":"no","why":"crashed 853 min, not posting","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Each wake log confirms no intent cleared the β‰₯10bps edge floor and no binary bets were on book. w201 explicitly shows oracle ABOVE CEX by 23bps β€” agent correctly declined all. No false negatives visible in w195–w202.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline prevents stale-intent false fires on arm","Dual-direction SSV edge (buy + sell) covers both sides of the CEX/oracle spread","30-min hard fallback is correctly patient for a latency-arb agent","Binary bet template hash set is explicit β€” no ambiguous 'book non-empty' trigger","30s SSV CEX cache avoids Binance rate-limit thrash within a poll cycle"],"lacking":["Only fires on new intents (id > HIGH_WATER) β€” LP-Maker repricing an existing resting intent into edge territory is invisible until 30-min fallback","armWatcher label mentions only SSV + binary bet; BTC/ETH oracle-mismatch surface is live in the loop but not surfaced in the trigger label, making monitoring op"],"suggestedChange":"Track per-intent offerAmount across polls: cache each known intent's implied rate on first seen; on subsequent polls, fire fireWake if any previously-seen intent's rate crosses the β‰₯10bps CEX edge threshold β€” this captures LP reprice events"},"issues":[{"scope":"agent","title":"Watcher blind to intent repricing","detail":"HIGH_WATER filter (id > 1365) skips all intents posted before wake-202's baseline. If LP-Maker adjusts an existing resting intent's price above CEX, arb-hunter stays asleep until the 30-min fallback fires β€” potentially missing a clean snipe window.","fix":"Cache offerAmount per intentId across watcher poll iterations; fire if any known intent's implied rate moves across the β‰₯10bps edge floor vs live CEX."},{"scope":"agent","title":"SSV oracle leads CEX by 23bps β€” edge structurally inverted this window","detail":"w201: 'SSV oracle leads CEX by 23bps but no intent priced above CEX to capture'. Arb-hunter's taker edge requires CEX > oracle; when oracle leads, LP-Maker's prices are CEX-below and no snipe exists. This is market-state, not agent code. Will resolve when CEX/oracle spread reverts.","fix":"No agent fix needed. Monitor CEX/oracle spread inversion duration; if it persists multi-hour it may indicate LP-Maker is not refreshing oracle prices fast enough β€” route that investigation to lp-maker-matheus."}],"assessment":"Counter at 11 for 40+ wakes is market-driven, not agent failure. SSV oracle currently leads CEX by 23bps (w201), structurally reversing arb-hunter's taker edge β€” LP-Maker's resting prices are CEX-below, killing all snipe opportunities. Watcher is armed, pid alive, fallback in 11 min β€” agent is healthy and waiting correctly."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.27,1.23,0,1.77,1.42,1.16],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1069,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1068,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"21st consecutive null cycle β€” state is bit-for-bit identical to prior. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No operator initialization signal, no wallet provisioning event, and zero IndexBasket intents anywhere in the funnel this cycle. Not a crash; never initialized. inde","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"State is bit-for-bit identical to the prior 20 cycles: 0 wakes, 0 tokens, null address, null wake script. No initialization signal detected this cycle. The IndexBasket segment (index-maker + index-taker) contributes zero intents and zero deals to the fleet funnel.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, tokens_lifetime_usd=0, wakes=0, settled_deals=not-indexed β€” consistent across 21 cycles with no change"},"reasoningRead":"No reasoning to evaluate β€” agent has never executed. The mission (author LONG IndexBasket intents, publish verified source to indexer) is well-scoped and non-overlapping with any active agent, but it is entirely latent.","wakeTriggers":["MISSING: no wake script exists β€” nothing fires","MISSING: no wallet address provisioned β€” agent cannot post or receive"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"sole designed counterparty β€” takes the SHORT side of LONG IndexBasket intents index-maker would publish","available":"also uninitialized (health=unknown, 0 wa"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never initialized, watcher blind to book; no IndexBasket intents in funnel for any agent to have taken","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all","no address means no on-chain presence; script would be meaningless until wallet is provisioned"],"suggestedChange":"Operator must provision wallet + deploy wake script before any analysis of script quality is possible β€” that is the sole unblocking action."},"issues":[{"scope":"agent","title":"Never initialized β€” no wallet, no wake script","detail":"21 consecutive cycles with address=null, wake_script_source=null, watcher fully disarmed. This is not a crash; the agent was never started. The IndexBasket market segment is therefore completely absent from the fleet.","fix":"Operator must provision a funded wallet address and deploy the wake script for index-maker; then do the same for index-taker, otherwise the published intents will sit with zero takers."},{"scope":"agent","title":"index-taker equally uninitialized β€” counterparty-less even if fixed","detail":"Both sides of the IndexBasket market are null. Initializing only index-maker produces stranded intents with no taker.","fix":"Initialize both index-maker and index-taker together; either alone is insufficient to produce a settled deal."}],"assessment":"State is bit-for-bit identical to the prior 20 cycles: 0 wakes, 0 tokens, null address, null wake script. No initialization signal detected this cycle. The IndexBasket segment (index-maker + index-taker) contributes zero intents and zero deals to the fleet funnel."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"21st consecutive null cycle β€” zero delta. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Focus question answered: no new signal, no wallet provisioning, no IndexBasket intents posted anywhere in the funnel this cycle. Index-maker (its sole counterparty) remains crashed and uninitialized, making index-taker structurally ine","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"21 consecutive null cycles, $0 lifetime spend, 0 wakes. Index-taker cannot act because index-maker has never posted a single LONG IndexBasket intent β€” the upstream crash is the exclusive blocker. Nothing about index-taker itself is broken; it is simply waiting for supply that has never existed.","rootCause":{"class":"counterparty-starved","evidence":"0 IndexBasket intents observed in funnel across 21 cycles; index-maker health=unknown, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens β€” it has never published a LONG IndexBasket intent for index-taker to evaluate"},"reasoningRead":"Unmeasurable β€” zero wakes means no reasoning trace exists. The fail-closed design (ACCEPT required before crossing) is correct; idleness in a supply-free funnel is expected behavior, not a flaw.","wakeTriggers":["MISSING: no watcher armed β€” agent has never been initialized and has no scheduled fallback (nextFallbackMin=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole supplier of LONG IndexBasket intents index-taker is designed to audit and take the short side of","available":"crashed β€” armed=false, pidAlive=false, h"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents posted in the funnel across 21 cycles; nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent has never been initialized; no watcher exists at all","no fallback timer set (nextFallbackMin=null) β€” even a periodic check-and-idle loop is absent"],"suggestedChange":"Initialize the agent with a wallet and deploy a watcher that polls the indexer for new IndexBasket intents on a ~15-30 min cadence with a fallback; however this is low priority until index-maker is first restored, since without upstream sup"},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wallet, no watcher, no wake script","detail":"21 cycles of armed=false, pidAlive=false, wake_script_source=null. The agent exists in the roster but has never been bootstrapped.","fix":"Defer initialization until index-maker is operational and posting LONG IndexBasket intents; bootstrapping index-taker now adds noise with no possible payoff."},{"scope":"agent","title":"Index-maker upstream crash is the sole structural blocker for the entire index market","detail":"Both index-maker and index-taker are crashed/uninitialized. No IndexBasket intents have ever appeared in the funnel. The index market is completely frozen at the supply layer β€” fixing index-taker without fixing index-maker first yields nothing.","fix":"Prioritize restoring index-maker first; index-taker activation follows naturally once supply exists."}],"assessment":"21 consecutive null cycles, $0 lifetime spend, 0 wakes. Index-taker cannot act because index-maker has never posted a single LONG IndexBasket intent β€” the upstream crash is the exclusive blocker. Nothing about index-taker itself is broken; it is simply waiting for supply that has never existed."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":455,"msgs":10261,"total":640766459,"totalUsd":363.76,"w5":55381239,"w5Usd":26.69,"w5PctPool":22.2,"w7":640766459,"w7Usd":363.76,"w7PctPool":26.7,"w5Son":33181923,"w7Son":511528958,"hourly":[3.59,4.3,5.79,5.38,7.63,8.47,5.92,8.6,26.38,25.99,10.07,2.46,3.51,18.12,22.94,13.38,14.39,15.53,10.69,15.02,2.07,0,0,0],"lastWake":{"ts":"2026-06-11T05:05:14.058Z","tokens":89447,"usd":0.09,"msgs":3}},"onchain":{"deals":103,"openIntents":9,"balanceUsd":746.55,"realizedPnl":3.73,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1216,"wakes":98,"firstWakeMs":1781018900000,"lastWakeMs":1781152251000,"ageMin":34,"lastWhy":"Cluster F expiring <5min; oracle flat for stocks so same sizing. Applied 15bps inventory-short skew on sNVDA and sMSFT.","repeatWakes":89,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781155381665,"watching":"Cluster G pre-expiry ts 1781154252 (~05:04 UTC) or SSV oracle guard or new fillable swap | 50min fallback","armed":true,"nextFallbackMin":18}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":22.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.2,0.04,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1110,"wakes":90,"firstWakeMs":1780927020000,"lastWakeMs":1781123420000,"ageMin":515,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Board empty for 10+ consecutive wakes (wakes 57–67). One deli","repeatWakes":59,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781157908861,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":60}},"verdict":{"summary":"Three Bear-Yosher 'live' deals (deal #75 expired epoch 1781139624 β‰ˆ Jun 11 00:58 UTC, 10h+ past expiry) still appear in settled_deals_detail unchanged from last run. However w71 logged openExposureUsd=0 and portfolioUsd=63.62 β€” either deals settled on-chain but the detail view lags, or agent accounting doesn't count settled_deal entries as open exposure. Wat","badge":"DORMANT COPY-TRADER","confidence":"medium","bottomLine":"Copy-trader correctly dormant: board has been empty of BinaryBets for 11 straight wakes (w60–71) so hold is the right call, not a failure. The unresolved question is capital: openExposureUsd=0 at w71 despite 3 'live' Bear-Yosher deals β€” either those positions auto-settled on-chain (and the board's detail view hasn't caught up) or the agent's accounting silently ignores locked deal capital. The imminent wake (β‰ˆ13 min) will not resolve this β€” the wake script has no code path to check deal resolution status.","rootCause":{"class":"structural","evidence":"Deal #75 (BinaryBet, Bear-Yosher counterparty) expired epoch 1781139624 β‰ˆ Jun 11 00:58 UTC; Bear-Yosher crashed 1052 min; oracle auto-settlement has not cleared visible 'live' status; board empty 11 wakes means zero copy opportunities regardless of capital state"},"reasoningRead":"Sound for the right problem at w71: agent correctly identified board as structurally empty (11 consecutive dry wakes) and held. It is NOT reasoning about the Bear-Yosher deal resolution β€” but that is a settlement/oracle problem, not a copy-trade decision problem. No churn; no re-deriving the same move; the hold is disciplined.","wakeTriggers":["new BinaryBet appears on board (templateHash 0x09cd…060c)","60-min fallback (fallbackMs: 3,600,000 ms)","MISSING: existing deal expiry/settlement detection β€” wake script has no code path to query deal status or flag capital locked in past-expiry positions"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary BinaryBet counterparty historically; 3 of 16 deals originated here","available":"crashed 1052 min, no restart"},{"agent":"vulture-andrew","fit":"maybe","why":"posts near-decided binaries occasionally β€” mimic could copy or take","available":"crashed 853 min, no restart"},{"agent":"arb-hunter-tom","fit":"no","why":"latency taker, not a BinaryBet maker","available":"ok but wrong direction"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries; mimic could take","available":"ok, 2 deals, low volume"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board has been empty of BinaryBets for 11 consecutive wakes (w60–71); no intents existed to take. Unmeasurable going forward until bear-yosher or vulture-andrew restarts.","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly on new BinaryBet appearance β€” correct trigger for a copy-trader","60-min fallback is appropriate cadence (patient, not sub-minute burn)","Baselines seen-set on first loop iteration to avoid false-fires on stale intents","Zero LLM in watcher loop; deterministic"],"lacking":["No deal-resolution check: cannot detect when past-expiry Bear-Yosher positions clear and capital is freed","No escalation when board is dry for N consecutive fallbacks β€” currently silent indefinitely"],"suggestedChange":"In the 60-min fallback path, add a call to fetch 'live' deals from settled_deals; if any have passed their expiry epoch and are still unresolved, fireWake with a 'stale live deal' reason β€” this gives the agent an LLM wake to investigate cap"},"issues":[{"scope":"core","title":"Oracle auto-settlement lag: 3 deals 10h+ past expiry still 'live'","detail":"Deal #75 (BinaryBet, expiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC) and 2 others remain in 'live' state with Bear-Yosher crashed 1052 min. The platform's oracle settlement mechanism has not cleared them; mimic's capital may be inaccessible regardless of what the agent does.","fix":"Core: audit oracle settlement trigger β€” does it require the counterparty agent to be online? If so, add a dead-counterparty timeout that auto-settles expired deals server-side."},{"scope":"agent","title":"Wake script blind to deal settlement β€” capital-lock undetectable","detail":"The watcher only scans for new BinaryBets; it has no read on the 3 live past-expiry deals. openExposureUsd=0 at w71 may be an accounting gap (not counting settled_deal entries), meaning locked capital is silently invisible to the agent's own decisioning.","fix":"Add deal-resolution check in the 60-min fallback path (see suggestedChange above); also audit whether openExposureUsd correctly accounts for capital committed to 'live' settled_deal positions."}],"assessment":"Copy-trader correctly dormant: board has been empty of BinaryBets for 11 straight wakes (w60–71) so hold is the right call, not a failure. The unresolved question is capital: openExposureUsd=0 at w71 despite 3 'live' Bear-Yosher deals β€” either those positions auto-settled on-chain (and the board's detail view hasn't caught up) or the agent's accounting silently ignores locked deal capital. The imminent wake (β‰ˆ13 min) will not resolve this β€” the wake script has no code path to check deal resolution status."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.39,"realizedPnl":0.39,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1128,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":180,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":366}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1113,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":634,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":708}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.11,0.96,0.08,0,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.62,"realizedPnl":-11.39,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1113,"wakes":74,"firstWakeMs":1780947228000,"lastWakeMs":1781154242000,"ageMin":1,"lastWhy":"All three Engine 1 resume conditions remain false: (1) no vol spike β‰₯1% (max move βˆ’3.427%), (2) no ranking rotation (wor","repeatWakes":12,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781161515180,"watching":"new intent on network (or 120-min fallback; vol/ranking checked at wake)","armed":true,"nextFallbackMin":120}},"verdict":{"summary":"Engine 1 now 33 consecutive monitor-only wakes (w38β†’w71). Engine 2 lock condition confirmed in w69: 'no drift >5%' β€” with current drift <Β±0.5%, the unlock threshold is ~10x away. No unlock criterion crossed since w67: daily move ~1.8% (w68) is labelled 'calm', book micro-recovering ($96.48β†’$96.54, drawdown βˆ’3.52%β†’βˆ’3.46%), no ranking rotation, zero buyer inte","badge":"BOTH ENGINES LOCKED","confidence":"high","bottomLine":"Engine 2 lock criterion (drift >5%) is a mission design flaw β€” the options-writing sleeve should fire on vol/premium conditions, not portfolio drift. With drift perpetually <0.5%, Engine 2 is de-facto disabled in any stable market. Engine 1 has been paused 33 wakes with no time-based review trigger; no unlock criteria have been crossed since w67.","rootCause":{"class":"off-mission","evidence":"Engine 2 explicitly locked on 'no drift >5%' (w69); Engine 1 paused w38 on 7 consecutive unfills (wakes 26–37); current drift confirmed <Β±0.5% (w65, stable through w71); daily move ~1.8% labelled normal (w68) β€” no threshold crossed in wakes 68–71; 17 settled deals, 0 open intents, 0 tokens last 5h"},"reasoningRead":"Sound reasoning solving the wrong problem. The agent correctly monitors its own conditions and logs crisp state each wake. But the Engine 2 unlock condition (drift >5%) is miscalibrated for an option-writing mission β€” writing options should be gated on vol environment and premium opportunity, not portfolio drift. The agent faithfully enforces a rule that structurally eliminates its 30% revenue sle","wakeTriggers":["Vol spike β‰₯1% on any tracked asset vs w71 baseline prices","New custom/option buyer intent appears on the open book","120-min fallback (nextFallbackMin=105, fires ~06:30 UTC)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Direct option buyer; 4 deals settled; sNVDA positions expire today β€” demand may drop post-expiry","available":"ok, awake"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Swap counterparty for Engine 1 rebalances (1 swap settled); not relevant to option writing","available":"ok, 10 open intents"},{"agent":"arb-hunter-tom","fit":"no","why":"Binary/latency arb focus; does not buy written options","available":"ok, deal counter frozen at 11"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Engine 1 (vol/rotation signals not present per agent logs). Engine 2 opportunities unmeasurable: agent never reads the options premium environment when locked, so no assessment of whether writing conditions exist.","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly on Engine 1's restart conditions: vol spike β‰₯1% and new buyer option intents β€” zero false positives expected","120-min fallback ensures no indefinite sleep; cadence matches a patient agent (avg gap 52 min)","Baseline resets to w71 live prices β€” measures intra-wake moves, not stale daily drift","Zero-LLM watch loop; seenIntentIds diff pattern correctly skips first-observation cycle"],"lacking":["CUSTOM_DEAL_KIND = 'unknown' is fragile β€” if the on-chain kind label changes or options surface as 'custom', the buyer-intent trigger silently fails","Engine 2 drift condition (>5%) is not monitored in the loop; only checked at wake time via fallback β€” low urgency since drift is slow, but an in-loop drift chec"],"suggestedChange":"Replace CUSTOM_DEAL_KIND = 'unknown' with a dual-check: fire if i.kind === 'unknown' OR i.kind === 'custom', and add a comment explaining both map to options on-chain. This is the highest-value robustness fix β€” a kind label change would sil"},"issues":[{"scope":"agent","title":"Engine 2 unlock criterion (drift >5%) structurally disables the options sleeve","detail":"With portfolio drift confirmed <Β±0.5% (w65–w71), the 5% threshold is ~10x away in a calm market. Engine 2 (30% of the strategy) has never been accessible under this condition. Options writing should gate on vol/premium environment, not portfolio rebalance need.","fix":"In CLAUDE.md, decouple Engine 2 from drift. Gate it on: (a) realized vol above a threshold, (b) a time-based quota (e.g. write 1 option per N wakes if premium > floor), or (c) explicit option-taker demand signal β€” not portfolio drift."},{"scope":"agent","title":"Engine 1 pause has no decay or time-based reconsideration trigger","detail":"7 unfills in wakes 26–37 created a permanent pause now 33 wakes deep (w38β†’w71). No mechanism re-evaluates whether buyer demand has returned after the initial signal window. The pause is indefinite absent an external trigger.","fix":"Add a reconsideration clause in CLAUDE.md: if Engine 1 has been paused for >20 wakes AND the book is empty (not even bad fills), attempt 1 probe option post at reduced size and reset the unfill counter."}],"assessment":"Engine 2 lock criterion (drift >5%) is a mission design flaw β€” the options-writing sleeve should fire on vol/premium conditions, not portfolio drift. With drift perpetually <0.5%, Engine 2 is de-facto disabled in any stable market. Engine 1 has been paused 33 wakes with no time-based review trigger; no unlock criteria have been crossed since w67."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.01,0.36],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1110,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":906,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":895}},"verdict":{"summary":"Holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 778 min (prior summary) to 832 min β€” nextFallbackMin 1023β†’969 confirms exactly ~54 min elapsed since last summary, mechanically consistent. No stop/forward fires across 832 min of 60s polls confirms price has stayed within the $26.41 wide band t","badge":"HOLDING, WATCHER LIVE","confidence":"high","bottomLine":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug.","rootCause":{"class":"structural","evidence":"2 settled deals, $0.75 realized PnL across 26 wakes / 11.97 USD lifetime tokens. The polymarket-comparison workflow requires mismatch between on-chain implied probability and Polymarket's distribution β€” a structural scarcity condition independent of the agent's execution quality. Current hold is the"},"reasoningRead":"Sound and on-mission. Wakes w21–w26 consistently report 'no mispriced opportunities / position confirmed held / watcher armed' β€” this is correct behavior, not churn. The edge erosion narrative (3.1% β†’ 1.5% across wakes w24β†’w22) reflects genuine distribution convergence as Jun12 horizon approaches, showing the agent understands its own position dynamics. No repeated incorrect moves.","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","blockchain time >= horizonTs (Jun12 20:00 UTC, read from state.json with hardcoded fallback 1781294400)","new binary/option intent appears on book (Set diff per 60s poll)","FALLBACK: Jun11 20:00 UTC = 1781208000 (~969 min, 24h pre-expiry assessment)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap exit counterparty β€” 102 deals, deep inventory, will absorb sAAPL β†’ USDC at oracle mid","available":"ok, health=ok"},{"agent":"option-writer-matheus","fit":"yes","why":"Primary source of new binary/option intents for polymarket comparison β€” writes 70/30 stock+crypto options","available":"ok, health=ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap taker; could overlap on sAAPL exit but mission is portfolio-mix driven, not guaranteed sAAPL demand","available":"ok, health=ok, 15 deals"},{"agent":"bear-yosher","fit":"no","why":"Crypto-down / tech-up player β€” would be counterparty on binary bets but crashed 992 min","available":"crashed (armed=false, pidAlive=false, 99"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable from external data β€” agent's own book-scan (readOpenIntents, polymarket comparison) is the only source. Wakes w19–w25 all report 'no mispriced opportunities'; watcher does scan for new binary/option intents every 60s so reactive coverage exists. Cannot independently verify polymarket implied vs on-chain pricing from this data.","wakeScript":{"wellReasonedForMission":true,"good":["Stop ($277.34) and forward ($303.75) are hardcoded price sentinels β€” fires immediately on breach, no LLM needed","Horizon expiry read from state.json with correct hardcoded fallback (1781294400 = Jun12 20:00 UTC)","New-intent Set-diff scan correctly catches fresh binary/option postings each 60s poll β€” right trigger for a taker","Jun11 20:00 UTC fallback (Math.max(..., 4h floor) = 969 min) gives pre-expiry assessment window before Jun12 deadline","60s poll cadence appropriate for price-bound monitoring without being aggressive"],"lacking":["After Jun11 20:00 UTC fallback fires, re-arming (if agent decides to hold) will produce a new FALLBACK_MS via Math.max(negative, 4h) = 4h β€” agent will need to r"],"suggestedChange":"After the Jun11 20:00 UTC assessment wake, agent should rewrite watcher with FALLBACK_MS targeting the actual Jun12 20:00 UTC horizon expiry rather than relying on the 4h-floor fallback, to ensure the exit wake is precisely timed rather tha"},"issues":[{"scope":"agent","title":"Post-fallback watcher has imprecise 4h floor deadline","detail":"Current FALLBACK_MS = Math.max((1781208000 - now)*1000, 4h). Once Jun11 20:00 UTC passes, all subsequent re-arms fall back to 4h cycles rather than a precise deadline tied to the Jun12 20:00 UTC horizon expiry. In the final 20h window the agent could miss a clean exit window by up to 4h.","fix":"In the wake loop's post-assessment re-arm (after Jun11 20:00 UTC fires), rewrite current.ts with FALLBACK_MS computed against 1781294400 (Jun12 20:00 UTC) rather than the stale 1781208000 anchor."},{"scope":"agent","title":"Polymarket-comparison mission structurally starved: bear-yosher (binary writer) crashed 992 min","detail":"bear-yosher is a primary source of BELOW-strike binary bets (deals 17) but has been crashed 992 min. With it dark, the on-chain binary supply is thinner and polymarket-ljuba's comparison scan finds fewer candidates. 2 lifetime deals reflects genuine opportunity scarcity, not agent failure.","fix":"Revive bear-yosher β€” it is the highest-leverage recovery for polymarket-ljuba's deal flow. Until then, option-writer-matheus (17 deals, health=ok) remains the primary opportunity source."}],"assessment":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.65,"realizedPnl":-0.35,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1216,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":324,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":535}},"verdict":{"summary":"Countdown confirmed: nextFallbackMin 663β†’609 (54 min elapsed since prior summary, 731β†’663β†’609 consistent decay). Watcher armed/pidAlive=true β€” clean live countdown to 14:00 UTC Jun 11 fallback, with 13:30 UTC watch-loop trigger as the preferred earlier path. No new wakes, no capital deployed, 15 settled deals unchanged since w45 BTC #1294 fill. sMSFT approve","badge":"IDLE, STOCK WAIT","confidence":"high","bottomLine":"Agent is alive and counting down correctly. nextFallbackMin=609 pins the forced fallback to 14:00 UTC Jun 11; the watch loop fires at 13:30 UTC (Date.now() >= STOCK_OPEN_MS check every 60s) as the preferred path β€” both timestamps consistent with current ~03:51 UTC. No capital to deploy: stocks closed, BTC #1294 was the last fill, and sMSFT trim is the unlock event.","rootCause":{"class":"structural","evidence":"Stocks closed; rebalancer's only remaining gap is BTC (-7pp) which requires sMSFT trim to free capital. No available counterparty action until 13:30 UTC open. By design β€” not a platform or agent fault."},"reasoningRead":"Sound and solving the right problem. w41–w44 showed systematic premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) to attract BTC sellers; w45 confirmed #1294 filled at +4%. Agent correctly diagnosed 'no capital until sMSFT trim' and parked rather than churning.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (60s poll in runWatchLoop β€” preferred natural trigger)","Fallback at 2026-06-11T14:00:00Z (FALLBACK_MS computed at script start β‰ˆ 609 min from ~03:51 UTC β€” confirmed)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 7 settled deals; primary swap liquidity provider","available":"ok, 102 deals active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 confirmed fill; takes delivered swaps opportunistically","available":"ok, watcher live"},{"agent":"momentum-nikita","fit":"maybe","why":"1 confirmed fill; rotates into strong movers via swaps","available":"ok, 6 deals"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” could cross a DCA slice if BTC/sMSFT stretched","available":"ok, 5 deals"}],"reliableCounterparties":1,"missedOpportunities":"None since last summary. Stocks closed; watcher not monitoring live book during the park window β€” by design for a patient DCA agent. No book-facing check warranted until 13:30 UTC.","wakeScript":{"wellReasonedForMission":true,"good":["STOCK_OPEN_MS = 13:30 UTC is the precise, mission-relevant trigger β€” fires the wake exactly when the action is possible","FALLBACK_MS computed from 14:00 UTC as a safety net; 30-min window prevents a missed clock edge from stalling the agent indefinitely","Zero LLM, 60s poll cadence appropriate for waiting on a wall-clock event","Label is explicit: 'sMSFT trim + BTC DCA' β€” self-documenting intent"],"lacking":["FALLBACK_MS is computed once at script start β€” correct at ~03:51 UTC but if the process were restarted later the fallback would shrink toward 5 min floor (minor"],"suggestedChange":"No change needed for this cycle. If the process ever needs a restart, recompute FALLBACK_MS as max(FALLBACK_MS_TARGET - Date.now(), 5*60_000) inside a lazy getter to stay accurate across restarts."},"issues":[{"scope":"agent","title":"Single reliable counterparty for swap fills","detail":"LP-Maker-Matheus provided 4/7 recent fills; if LP-Maker is ever paused, the rebalancer will stall on premium escalation again (as seen in w41–w44 BTC drought). Arb-Hunter-Tom provided 1 fill but counter frozen at 11.","fix":"After US open, if sMSFT and BTC slices fail to fill via LP-Maker within one wake, explicitly check Swing-Nikita and Momentum-Nikita order flow as secondary takers β€” they trade the same assets."}],"assessment":"Agent is alive and counting down correctly. nextFallbackMin=609 pins the forced fallback to 14:00 UTC Jun 11; the watch loop fires at 13:30 UTC (Date.now() >= STOCK_OPEN_MS check every 60s) as the preferred path β€” both timestamps consistent with current ~03:51 UTC. No capital to deploy: stocks closed, BTC #1294 was the last fill, and sMSFT trim is the unlock event."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37,1.25],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":1025,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":918,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still crashed at 844 min since w27 (Jun 10 12:05 UTC) β€” +54 min delta vs last run, zero new activity, no operator restart. The wake script (current.ts) hardcodes Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” both now stale; if the process were restarted today, the first guard `nowSec() >= MARKET_OPEN_EPOCH` fires immediately (","badge":"CRASHED STALE SCRIPT","confidence":"high","bottomLine":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past); MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, ~20h past); 0 token spend in last 5h; settled_deals stuck at 2 since w22"},"reasoningRead":"Sound reasoning, wrong problem. w27 showed good mission-alignment β€” it reset consecutive_misses, approved 10 USDC, targeted sNVDA correctly. But the watcher it wrote hardcodes specific calendar epochs rather than computing today's session dynamically. The discipline in the trade logic is real; the fragility is in the epoch-hardcoding pattern, which makes every crash a double failure: process down ","wakeTriggers":["MARKET_OPEN_EPOCH=1781098200 reached (Jun 10 13:30 UTC) β€” fired in the past, process was dead before it could trigger","oracle drift >0.5% vs ORACLE_SNVDA_BASE=207.92","new sweepable sNVDA sell-side intent (price ≀ oracleΓ—1.005, cost ≀ 12 USDC)","30-min fallback during market hours","MISSING: dynamic Jun 11 market-open epoch (script only knows Jun 10)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for USDCβ†’sNVDA at oracle mid; 102 deals, health ok, actively filling during market hours","available":"ok β€” alive and filling"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post sNVDA sell-side if rebalancing away from it; 15 deals, health ok","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into/out of assets including sNVDA β€” could be sell-side if rotating out","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Jun 10 US session (13:30–16:00 UTC, ~2.5h window) missed entirely. LP-Maker was active during this period (+6 deals fleet-wide 96β†’102). At least one 0.50 USDC sNVDA swap intent could have been posted and likely filled. Exact sNVDA sell-side count is unmeasurable (watcher blind to book since crash), but LP-Maker's activity confirms the session was liquid.","wakeScript":{"wellReasonedForMission":false,"good":["Correct trigger logic: fires on market open, oracle drift >0.5%, or new sweepable sell-side β€” all mission-relevant","30-min fallback during market hours is appropriate cadence for a patient one-slice-per-wake strategy","Pre-market sleep-until-open pattern (msToOpen + 2 min buffer) is well-reasoned","Sweep filter (price ≀ oracleΓ—1.005, cost ≀ 12 USDC) is tight and mission-aligned","PID file written for clean shutdown"],"lacking":["MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH are hardcoded Jun 10 calendar epochs β€” stale as of now","If restarted today: `nowSec() >= MARKET_OPEN_EPOCH` is immediately true β†’ spurious fire before market opens","ORACLE_SNVDA_BASE=207.92 is a point-in-time snapshot from w27; 14h of price drift unaccounted","No self-healing: a stale epoch means every crash requires both a process restart AND a script rewrite"],"suggestedChange":"Replace hardcoded MARKET_OPEN_EPOCH/MARKET_CLOSE_EPOCH with dynamic epoch computation: `const todayOpenEpoch = nextMarketOpenEpoch()` using a helper that calculates today's 13:30 UTC in seconds, checking if that window is still future β€” thi"},"issues":[{"scope":"agent","title":"Process crashed 844 min ago, no restart","detail":"armed=false, pidAlive=false, nextFallbackMin=null since Jun 10 12:05 UTC. Jun 10 US session missed entirely. Jun 11 session opens in ~7h.","fix":"Operator restart required immediately. Budget: 9.00 USDC free, 0.004928 sNVDA held β€” no capital issue, just a dead process."},{"scope":"agent","title":"current.ts hardcodes Jun 10 epochs β€” script must be regenerated on restart","detail":"MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are both ~20-26h in the past. A naive restart fires immediately (market-open guard always true), producing a spurious wake and incorrect market-hours logic for Jun 11.","fix":"On restart, agent must write a new current.ts with dynamic epoch computation for Jun 11 (or today's date generally). Do not restart with the existing current.ts."},{"scope":"core","title":"Epoch hardcoding pattern makes every crash a double failure","detail":"All three crashed agents (bear-yosher, stacker-massimo, vulture-andrew) likely share this pattern: the watcher encodes a specific calendar epoch, so a process death means the script is also stale on restart. This amplifies crash severity.","fix":"SDK should provide a `nextMarketOpenEpoch(tzOffset, openHHMM, closeHHMM)` helper returning the next future session epoch, making watcher scripts date-agnostic and restart-safe by construction."}],"assessment":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1216,"wakes":29,"firstWakeMs":1780924988000,"lastWakeMs":1781152247000,"ageMin":34,"lastWhy":"SSV blocked by zero inventory. sNVDA sub-threshold. All stocks market-hours blocked. No resting intents at favorable ora","repeatWakes":18,"avgGapMin":135,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781184900000,"watching":"US market open 13:30 UTC Jun 11 (sNVDA/sAAPL reassess)","armed":true,"nextFallbackMin":510}},"verdict":{"summary":"No-trade streak w24–w30 confirmed correct: SSV zero inventory (structural), sNVDA sub-threshold at ~-1.12% and narrowing (needs β‰₯-1.5%), all stocks market-hours blocked until 13:30 UTC. Budget locked at 44.2 USDC (0x045e expired unfilled, returned). Watcher armed for US market open ~13:30 UTC Jun 11 (nextFallbackMin=524); early trigger monitors new sNVDA sel","badge":"PATIENT, CORRECTLY IDLE","confidence":"high","bottomLine":"w30 extends the correct no-trade streak to 7 straight wakes. All three signal classes blocked: SSV zero inventory, sNVDA -1.12% (below -1.5% threshold and narrowing), stocks pre-market until 13:30 UTC. Budget 44.2 USDC intact; next material event is US market open in ~526 min.","rootCause":{"class":"structural","evidence":"SSV: zero LP inventory on every wake since w25 (can't post a sell with no position); sNVDA: -1.12% vs -1.5% threshold, narrowing across w27–w30 β€” not a near-miss; all stock signals: UTC 04:30 is pre-market (US opens 13:30 UTC). No asset crossed threshold w24–w30."},"reasoningRead":"Sound reasoning applied to the right problem. Each wake re-evaluates all three asset classes, cites exact dislocation percentages, and returns 'wait' with quantified justification β€” no churn or drift. The agent is asking the correct question ('is any asset above threshold?') and answering no with evidence each time.","wakeTriggers":["US market open 13:30 UTC Jun 11 (primary, time-based, ~524 min)","New sNVDA sell intent in open book (early trigger if dip deepens before open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals via LP-Maker-Matheus; deep sNVDA/sAAPL inventory; 102 deals, ok health","available":"active, ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no asset crossed its dislocation threshold during w24–w30; no favorable resting intents observed in book","wakeScript":{"wellReasonedForMission":true,"good":["Primary fallback dynamically targets US market open (13:30 UTC) + 5 min buffer β€” correctly aligned to when stock signals can resolve","Early trigger fires on new sNVDA sell intent β€” appropriate proxy for dip deepening without needing an oracle RPC on each poll","Min-floor of 30 min prevents over-polling if MARKET_OPEN_MS is in the past","Watch loop is zero-LLM and cheap (readOpenIntents only); seen-set correctly ignores pre-existing intents"],"lacking":["Early trigger relies on a NEW sNVDA sell intent appearing β€” if dip crosses -1.5% but no new LP intent is posted (e.g. LP updates rate in-place), agent waits unt","No early-wake path for SSV inventory recovery β€” if LP posts a fresh SSV sell intent, agent misses the signal until open"],"suggestedChange":"Add a direct oracle price check for sNVDA inside the watch loop alongside the intent scan: if live sNVDA mid drops β‰₯1.5% below trailing average, fireWake immediately rather than relying on a new sell intent as an indirect proxy."},"issues":[{"scope":"agent","title":"sNVDA early-wake proxy is indirect","detail":"fireWake depends on a new sNVDA sell intent appearing in the book. If the dip deepens to threshold but LP-Maker-Matheus updates its existing intent rather than posting a new one, or if no LP is active, swing-nikita waits until market open β€” potentially missing the entry.","fix":"In the watch loop, fetch sNVDA oracle mid and compute % vs trailing average; fireWake('sNVDA dislocation β‰₯1.5%') directly rather than inferring from intent flow."}],"assessment":"w30 extends the correct no-trade streak to 7 straight wakes. All three signal classes blocked: SSV zero inventory, sNVDA -1.12% (below -1.5% threshold and narrowing), stocks pre-market until 13:30 UTC. Budget 44.2 USDC intact; next material event is US market open in ~526 min."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":0,"w7Son":80424758,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.53,5.37,0,3.27,2.83,10.01,13.84,3.42,0,0],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":99.55,"realizedPnl":-0.44,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":872,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":869,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 855 min dark (+62 min since prior at 793 min) β€” still no operator restart. armed=false/pidAlive=false/nextFallbackMin=null: confirmed hard crash, not a scheduled rest. All 7+ bait intents posted at w67 (14:36 Jun 10) expired while the process was down; open_intents=0. LP-Maker-Matheus book grew 9β†’10 intents this cycle (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL), the","badge":"HARD CRASH","confidence":"high","bottomLine":"Vulture has been dead 855 min β€” 14+ hours with zero operator restart. LP-Maker holds 10 live intents across vulture's primary pairs; historically vulture cleared β‰₯1% edges from this book every few wakes (w63: deals #98/#99, +$0.28; w65: 7 intents all β‰₯1%). Those opportunities are accumulating untouched. The wake script is well-designed but irrelevant with the process dead.","rootCause":{"class":"structural","evidence":"Process crash at w67/14:36 UTC Jun 10; armed=false, pidAlive=false, nextFallbackMin=null. Not a logic/mission failure β€” the agent's reasoning through w67 was disciplined (quote hygiene, honeypot filtering, edge gating). Pure operational outage."},"reasoningRead":"Sound through w67. Final wakes show correct behavior: cancelled eroded intent #985 (0.22%), flagged stale #989 (2.29% vs 1% target with rival at 0.49%), re-quoted expiring #948/#949. No re-deriving churn β€” each wake acted. The crash cut off a well-functioning loop.","wakeTriggers":["scan-edges: new takeable intent β‰₯1% edge (30s poll)","pre-expiry: ~5 min before soonest own-intent expiry","check-my-quotes: erosion below cancel floor or undercut","2h hard fallback","MISSING: none in design β€” all four triggers are correct for mission; problem is the process is dead so none fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"7 of 8 recent settled deals against LP-Maker; 10 live intents now open in vulture's exact pairs β€” the natural edge source","available":"ok, 10 open intents, actively posting"},{"agent":"0xBd6a…9863","fit":"maybe","why":"One swap settled, unknown identity and cadence","available":"unknown"},{"agent":"bear-yosher","fit":"maybe","why":"Vulture mission includes picking near-decided binaries; bear-yosher is also crashed so no live intents to take","available":"crashed, 1052 min dark"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's 10 current intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL) are directly in vulture's target pairs. Historical rate: vulture found β‰₯1% edges in LP-Maker's book at w63, w65, w66 in rapid succession (~40 min windows). By base-rate, a material fraction of the 10 current intents likely clear the 1% gate β€” but watcher is dead so no scan is running. Quantification requires running scan-edges; qualitat","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges β‰₯1% gate matches vulture's edge-first mission β€” won't wake on noise","pre-seeded honeypot set (intents 779, 836, 869) prevents repeat honeypot fires","30s poll cadence appropriate for swap arbitrage; not sub-minute per-intent overkill","2h hard fallback present","check-my-quotes erosion detection closes the loop on posted intents without a full LLM wake","zero-LLM watcher β€” all triggers are deterministic tool calls"],"lacking":["No self-resurrection: if the process dies, the 2h fallback also dies β€” no watchdog or systemd-equivalent restarts it","seenEdgeIds grows unbounded in memory; after a long run, refused-intent set is lost on crash anyway (stateless restart problem)"],"suggestedChange":"Add a process watchdog (e.g. systemd unit or a cron `@reboot`) that restarts the watcher process on exit β€” the script itself is correct, but a single crash silences it indefinitely with no recovery path."},"issues":[{"scope":"agent","title":"Process crashed 855 min ago, no operator restart","detail":"armed=false/pidAlive=false since w67/14:36 Jun 10. No fallback can fire; no edges scanned. LP-Maker's 10 live intents sit uncontested. Every hour of downtime is a missed arbitrage window against the fleet's only active liquidity hub.","fix":"Operator: restart the vulture-andrew agent process immediately. The wake script is sound β€” a clean restart will re-arm the watcher and resume scanning."},{"scope":"core","title":"No process-level resurrection when watcher dies","detail":"The SDK has no mechanism to restart a dead watcher process. When pidAlive=false, the 2h fallback is also dead β€” there is no recovery path without operator intervention. This affects all three crashed agents (bear-yosher, stacker-massimo, vulture-andrew).","fix":"Add a core-level watchdog (systemd/supervisor/cron @reboot) that monitors watcher PIDs and restarts on exit. Alternatively, expose a health endpoint the board can use to trigger restart without manual operator action."}],"assessment":"Vulture has been dead 855 min β€” 14+ hours with zero operator restart. LP-Maker holds 10 live intents across vulture's primary pairs; historically vulture cleared β‰₯1% edges from this book every few wakes (w63: deals #98/#99, +$0.28; w65: 7 intents all β‰₯1%). Those opportunities are accumulating untouched. The wake script is well-designed but irrelevant with the process dead."}}],"unattributed":{"sessions":1136,"tokens":149105919,"usd":77.51,"w5":1683948,"w5Usd":1.13,"hourly":[0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.98,0.92,1.21,1.01,0,2.44,1.78,1.35,1.17,2.44,0.53,2.28]},"boardOverhead":{"sessions":1953,"tokens":39460840,"usd":84.91,"w5":2864245,"w5Usd":6.8,"hourly":[1.32,2.04,1.1,1.03,1.31,1.07,1.87,0.92,1.59,1.32,1.19,1.21,0.2,1.28,1.16,1.32,1.14,1.51,1.32,1.24,1.66,0.84,0.68,0.76]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1075668146,"grandUsd":640.71,"grandSessions":3766,"attributedTokens":887101387,"unattributedTokens":149105919,"boardTokens":39460840,"reassembledTokens":1075668146,"tokensBalance":true,"attributionPct":85.6,"multiMatchSessions":116,"sessionsScanned":2821,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":45598,"dedupedMsgs":19223,"rawTokens":2424409602,"dedupedTokens":1075668146,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T05:02:59.404Z","swarm":{"headline":"HUB ALIVE, THREE HARD CRASHES","funnel":{"posted":1367,"settled":138,"conversionPct":10.1,"byTemplate":{"Swap":110,"custom":28}},"liquidityMap":[{"market":"Multi-asset Swap (USDC/sMSFT/s","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Rebalancer-Lior, Momentum-Nikita, Swing-Nikita, 0xBd6a…9863","status":"ACTIVE β€” 10/10 open quotes, 5 reliable counterparties; deal velocity taker-limit"},{"market":"Swap honeypot/bait","flow":"LP-Maker-Matheus ← Vulture-Andrew","status":"FROZEN β€” Vulture-Andrew 855 min dark, 0 bait intents on book, all 7+ w67 intents"},{"market":"sNVDA/sAAPL Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"DRY β€” both writer engines locked; taker holds call #118 (expires ~17:37 UTC) and"},{"market":"BinaryBet prediction markets","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"LOCKED β€” Bear-Yosher 1052 min dark; deal #75 betExpiry epoch 1781139624 (~Jun 11"},{"market":"SSV Momentum","flow":"Momentum-Nikita β†’ LP-Maker-Matheus","status":"LIVE RESTING β€” intent #1318 (25 USDC β†’ 11.79 SSV) posted; no SSV sellers on book"},{"market":"IndexBasket","flow":"Index-Maker ↔ Index-Taker","status":"DEAD β€” both agents never initialized, 21 consecutive null cycles, 0 IndexBasket "}],"causalLinks":[{"cause":"Bear-Yosher hard crash (1052 min, armed=false/pidAlive=false) with no operator restart","effect":"Mimic-Ljuba capital locked in 3 live deals; deal #75 (betExpiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC) 10h+ past expiry wi","evidence":"Bear-Yosher settled_deals frozen at 17 since w41 (Jun 10 11:17 UTC); mimic-ljuba deals unchanged in detail view across consecutive runs; w71 openExposureUsd=0 may indicate on-chain oracle settlement w"},{"cause":"Option-Writer-Matheus both engines locked (Engine 1: 33 consecutive monitor-only wakes since w38; Engine 2: drift <Β±0.5%","effect":"Option-Taker-Matheus fully supply-dry β€” call #118 and put #119 expire TODAY (~17:37 and ~18:31 UTC) with writer nextFall","evidence":"Writer w69: 'no drift >5%'; daily move ~1.8% labelled calm w68; current drift confirmed <Β±0.5% stable w65–w71; all 4 taker settled deals trace to writer address 0x57F8…B0ff"},{"cause":"SSV oracle leads CEX by 23bps β€” arb edge requires CEX > oracle by β‰₯10bps (direction inverted)","effect":"Arb-Hunter-Tom counter frozen at 11 for 40+ consecutive wakes despite LP-Maker-Matheus maintaining a full 10/10 book wit","evidence":"w201 explicit log: 'SSV oracle leads CEX by 23bps but no intent priced above CEX to capture'; zero binary bets on book across wakes w195–w202; every wake w195–w202 logs 'No fill'"},{"cause":"Vulture-Andrew hard crash at w67 (Jun 10 14:36 UTC, 855 min)","effect":"LP-Maker-Matheus loses its primary honeypot-harvesting counterparty; 7+ bait intents posted at w67 expired unfilled; LP ","evidence":"vulture-andrew: armed=false/pidAlive=false/nextFallbackMin=null; open_intents=0; LP-Maker recent deal feed shows Vulture entries are pre-crash history only; LP book grew 9β†’10 intents this cycle with z"},{"cause":"Stacker-Massimo wake script hardcodes stale Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000 β€”","effect":"Agent cannot safely restart without epoch patch β€” stale guard fires immediately on restart creating undefined behavior; ","evidence":"MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC); MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC); armed=false/pidAlive=false since w27 (Jun 10 12:05 UTC); settled_deals frozen at 2 since w22"},{"cause":"Index-Maker never initialized (wallet=null, 0 wakes, $0 lifetime tokens, 21 null cycles)","effect":"Index-Taker structurally inoperative β€” sole counterparty has never posted a LONG IndexBasket intent; 0 IndexBasket inten","evidence":"Both agents: wake_script_source=null, watcher.armed=false, tokens_lifetime_usd=0, wakes=0 β€” bit-for-bit identical across 21 cycles"}],"insights":[{"severity":"critical","title":"Option-Taker sNVDA positions expire TODAY β€” no supply path exists","detail":"Call #118 (strike $203.69, prem $0.25) expires ~17:37 UTC Jun 11; put #119 (strike $201.75, prem $0.23) expires ~18:31 UTC Jun 11. Option-Writer Engine 2 needs >5% drift to unlock (confirmed <Β±0.5%), ~10x away. Writer nextFallbackMin=1144 means ~19h of silence. Zero new options before expiry is certain barring operator action.","evidence":"option-taker w26: positions unchanged 201 min; option-writer w69: 'no drift >5%'; w68: daily move ~1.8% 'calm'; writer 0 open intents, 0 tokens last 5h","scope":"fleet","fix":"Operator decision required before ~17:00 UTC Jun 11: manually close/settle #118 and #119 or accept expiry. Separately, review Engine 2's 5% drift gate β€” may be miscalibrated for current low-vol regime."},{"severity":"critical","title":"Three hard crashes unattended for 855–1052 min β€” no operator restarts detected","detail":"Bear-Yosher (1052 min), Stacker-Massimo (902 min), Vulture-Andrew (855 min) β€” all armed=false/pidAlive=false/nextFallbackMin=null across consecutive runs. Combined impact: mimic-ljuba capital locked, LP-Maker missing a counterparty, BTC stacking halted. No common failure mode identifiable from available data β€” three separate operational outages.","evidence":"bear-yosher: last token spend w41 Jun 10 11:17 UTC; stacker-massimo: crashed w27 Jun 10 12:05 UTC with stale epoch script; vulture-andrew: crashed w67 Jun 10 14:36 UTC, no restart signal across all cycles","scope":"fleet","fix":"Restart vulture-andrew and bear-yosher immediately (no script changes required). For stacker-massimo: patch MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH to Jun 11 values BEFORE restart β€” current stale guards will misfire."},{"severity":"critical","title":"Deal #75 (Bear-Yosher ↔ Mimic-Ljuba) 10h+ past betExpiry with no settlement","detail":"betExpiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC. Bear-Yosher crashed and cannot call settlement. Mimic-Ljuba as losing counterparty has no incentive to initiate. Oracle auto-settlement module has not cleared. However mimic-ljuba w71 openExposureUsd=0 β€” possible on-chain settlement with lagging board detail view; on-chain state must be verified before escalating.","evidence":"Bear-Yosher settled_deals frozen at 17; 3 live deals visible in mimic-ljuba detail view unchanged across runs; w71 openExposureUsd=0 creates ambiguity; oracle auto-settlement not reflected in board","scope":"core","fix":"Verify deal #75 on-chain state directly. If settled on-chain, fix board detail view lag (oracle settlement not updating detail cache). If genuinely unsettled, operator must trigger settlement manually or patch oracle auto-settlement module."},{"severity":"warn","title":"Arb-Hunter-Tom edge inverted β€” 40+ consecutive no-fill wakes, counter frozen at 11","detail":"SSV oracle leads CEX by 23bps (w201); arb requires CEX > oracle by β‰₯10bps β€” direction is wrong. No binary bets on book across 8 consecutive wakes (w195–w202). LP-Maker full book is irrelevant: the arb condition does not exist in this market regime. Not agent fault β€” market fault.","evidence":"w201: 'SSV oracle leads CEX by 23bps but no intent priced above CEX to capture'; settled_deals frozen at 11 across w195–w202; 0 binary bets observed in all recent wakes","scope":"fleet","fix":"No agent fix needed. Monitor SSV oracle/CEX spread for sign flip. If inversion persists structurally, consider whether arb-hunter needs a symmetric strategy to profit from oracle-lead regimes."},{"severity":"warn","title":"Option-Writer Engine 2 drift threshold ~10x from unlock β€” 30% revenue stream blocked","detail":"Engine 2 locked since w66 on 'no drift >5%'; current drift <Β±0.5% confirmed stable w65–w71. Engine 1 on monitor-only for 33 consecutive wakes (paused w38 on 7 unfills). Combined: 0 options written in 5h+. Threshold calibration appears mismatched to current low-volatility regime.","evidence":"Engine 2 w69: 'no drift >5%'; Engine 1 w38: paused on consecutive unfills; book $96.48β†’$96.54 micro-recovering, drawdown βˆ’3.52%β†’βˆ’3.46%; daily move ~1.8% w68; 17 settled deals, 0 open intents","scope":"fleet","fix":"Lower Engine 2 drift threshold from 5% to 2–3%, or add a time-based fallback override after N consecutive dormant wakes. For Engine 1, consider reducing quote size or spread rather than full pause on unfill streaks."},{"severity":"ok","title":"LP-Maker-Matheus full book β€” fleet's sole functioning liquidity hub healthy","detail":"BTC ask gap resolved w88 (intent #1278 at +15.1bps). 10/10 open quotes live. Deal count 96β†’102 (+6 this cycle). 5 reliable counterparties active. Deal velocity limited by taker arrivals, not LP quality β€” correct behavior for a thin taker side.","evidence":"Open book: 10 LP-Maker intents across sMSFT/sNVDA/sAAPL/BTC/ETH/SSV/USDC pairs; recent deals: 6 LP-Maker fills this cycle per feed; watcher armed=true, nextFallbackMin=21, pidAlive=true","scope":"fleet","fix":"None. Highest-leverage improvement is restarting crashed counterparties (vulture-andrew, arb-hunter unblocking) to increase taker-side depth."}],"fleetMoves":[{"scope":"fleet","action":"URGENT before 17:00 UTC Jun 11: operator decision on option-taker-matheus positions #118 (call, expires 17:37 UTC) and #119 (put, expires 18:31 UTC) β€” manually close or accept expiry; writer cannot supply before deadline"},{"scope":"fleet","action":"Restart vulture-andrew and bear-yosher now (no script edits needed). For stacker-massimo: patch MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH to Jun 11 values first, then restart"},{"scope":"core","action":"Verify deal #75 on-chain state β€” if oracle settled but board detail lags, fix the cache update path; if genuinely unsettled, trigger settlement and patch oracle auto-settlement module"},{"scope":"fleet","action":"Lower option-writer Engine 2 drift threshold from 5% to 2–3% or add a time-based fallback override β€” current threshold is ~10x from unlock in this low-vol regime, blocking 30% of fleet revenue"},{"scope":"fleet","action":"Track SSV oracle/CEX spread for arb-hunter-tom sign flip (currently inverted 23bps); no agent action needed but monitor for regime change that would unfreeze the counter at 11"}],"at":"2026-06-11T05:05:53.248Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"ONE HUB, THREE CRASHES","healthDelta":"Structurally unchanged from last run β€” bear-yosher (1052 min), vulture-andrew (853 min), and stacker-massimo (902 min) remain crashed with zero operator restarts; arb-hunter-tom deal counter still frozen at 11; new time pressure added: option-taker-matheus sNVDA positions expire today (call ~17:37 U","focusAreas":["Three hard crashes persist: bear-yosher 1052 min, stacker-massimo 902 min, vulture-andrew 853 min β€” no operator restarts detected across any of the three","Option-taker-matheus sNVDA call #118 (expiry ~17:37 UTC Jun 11) and put #119 (~18:31 UTC Jun 11) expire TODAY β€” fleet has <8h window","Mimic-ljuba capital locked in 3 'live' deals with crashed bear-yosher (deal #75 betExpiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC, now 5+ h past expiry) β€” oracle auto-settlement has not cleared","LP-Maker-Matheus open book shrunk 11β†’10 intents (deals 96β†’102, +6 this cycle) β€” arb-hunter-tom accounts for 4 of those but deal counter reads frozen at 11; reconciliation needed","Rebalancer-lior imminent: nextFallbackMin=551, watch-loop fires ~13:30 UTC Jun 11 β€” next capital deployment event within hours","Option-writer-matheus both engines dormant ('Engine 2 locked' since w66) despite last wake only 5 min ago β€” blocking the 30% options revenue stream"],"perAgentFocus":{"arb-hunter-tom":"Deal counter reads 11 and prior summary says frozen for 35+ wakes, yet 4 LP-Maker↔Arb-Hunter swaps appear in the recent-deals feed this cycle β€” are any of those new fills (counter now >11), or are all 4 pre-existing history entries the boar","bear-yosher":"Now 1052 min dark, armed=false/pidAlive=false unchanged β€” have any of the 3 expired 'live' deals (deal #75 betExpiry epoch 1781139624, plus 2 BinaryBets ↔ Mimic-Ljuba) cleared via oracle auto-settlement since last summary, and what is the m","index-maker":"21st consecutive null cycle β€” is there any new operator initialization signal, wallet provisioning event, or IndexBasket intent anywhere in the funnel this cycle, or is state bit-for-bit identical to prior?","index-taker":"21st consecutive null cycle β€” same question as index-maker: any new signal, wallet, or IndexBasket intent in the funnel? Confirm whether index-maker's continued dormancy is the sole structural blocker.","lp-maker-matheus":"Deals ticked 96β†’102 (+6 this cycle, confirmed active hub) with open intents at 10 β€” which asset pairs are currently posted, are all major pairs (BTC/ETH/sNVDA/sAAPL/sMSFT/SSV) covered, and is there any sign of book thinning or mispricing th","mimic-ljuba":"Last wake 499 min ago but armed/pidAlive=true with nextFallbackMin=15 (imminent wake) β€” in the next wake, will it detect that the 3 bear↔mimic deals (including deal #75, expired ~Jun 11 00:58 UTC) have cleared or are still 'live'? Is capita","momentum-nikita":"Open intent #1318 (25 USDC β†’ 11.79 SSV) has been resting since w22 β€” has it filled in the interim (deal count now 6, unchanged?), is SSV momentum still above threshold, and is the current price/sizing still mission-correct given the elapsed","option-taker-matheus":"sNVDA call #118 expires TODAY ~17:37 UTC Jun 11 and put #119 ~18:31 UTC Jun 11 β€” watcher is armed (nextFallbackMin=724, last wake 618 min ago), meaning the next scheduled wake is ~106 min from now (~after expiry for the call): will the agen","option-writer-matheus":"Last wake 5 min ago yet both engines dormant β€” what did w68+ log as the specific Engine 2 lock condition, and has any max-move threshold or unlock criterion been crossed since w67 that should have re-enabled posting?","polymarket-ljuba":"nextFallbackMin=911 with last_wake=890 min ago β†’ fallback fires in ~21 min (imminent); sAAPL has held within the $277.34–$303.75 band for 890 min β€” does the upcoming wake trigger a position review, and are today's option-taker expiries (sNV","rebalancer-lior":"nextFallbackMin=551 and prior summary projects 13:30 UTC watch-loop / 14:00 UTC fallback as next trigger β€” which asset is the pending rebalance slice targeting, and is the LP-Maker book currently offering a fillable rate for that asset?","stacker-massimo":"Crashed 902 min; current.ts hardcodes stale Jun 10 epoch guards (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” has the operator pushed a script fix or restart since last summary, and if not, what is the exact one-line chang","swing-nikita":"Last wake 18 min ago (active, wakes consistent) with budget confirmed ~44.2 USDC and nextFallbackMin=526 β€” did w30+ surface any new asset above the dislocation threshold, or is the no-trade streak continuing correctly?","vulture-andrew":"Crashed 853 min, armed=false/pidAlive=false β€” LP-Maker's open book now has 10 live intents (sMSFT/sNVDA/BTC/ETH/SSV/sAAPL pairs) that Vulture would normally contest; has any operator restart occurred, and how many of LP-Maker's current asks"},"ctas":[{"scope":"agent","text":"bear-yosher: operator restart required β€” 1052 min dark, 3 expired deals locking Mimic-Ljuba capital; check deal #75 + 2 BinaryBets for oracle clearance before restart"},{"scope":"agent","text":"vulture-andrew: operator restart required β€” 853 min dark; LP-Maker's 10-intent open book (BTC/ETH/sNVDA/sAAPL/sMSFT/SSV) is uncontested and Vulture is the natural predator"},{"scope":"agent","text":"stacker-massimo: fix stale epoch guards in current.ts (MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are Jun 10 β€” update to today's epochs or remove the guard) before restart"},{"scope":"agent","text":"option-taker-matheus: nextFallbackMin=724 means scheduled wake is ~after call #118 expiry (~17:37 UTC Jun 11) β€” verify watcher fires an early check before 17:37 UTC or force a manual wake now"},{"scope":"fleet","text":"Mimic-ljuba's 3 'live' deals with crashed bear-yosher (oldest 5+ h past expiry) have not oracle-settled β€” investigate whether the oracle settlement path is blocked or requires a manual trigger on the "},{"scope":"agent","text":"option-writer-matheus: diagnose Engine 2 lock condition logged at w66 β€” both engines dormant simultaneously blocks all new option supply; determine if the lock is a price-band guard, a balance check, "}],"at":"2026-06-11T04:51:33.828Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T06:06:14.159Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":31.76,"used7d":null,"used7dUsd":646.35,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":22,"estPct7d":45.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":62.6,"estPct7d":108.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":42.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":88.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":34291304,"w7":793694171,"tot":793694171},"haiku":{"w5":20800137,"w7":291561163,"tot":291561163}},"fleet":{"agentsUp":12,"lifetimeTokens":1085275145,"lifetimeUsd":646.35,"sessions":3817,"deals":138,"openIntents":12,"totalIntents":1383},"oracle":{"USDC":1,"ETH":1645.94,"BTC":62498.26,"SSV":2.21,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T06:05:37.683Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":15,"msgs":306,"total":14506795,"totalUsd":7.64,"w5":953449,"w5Usd":0.53,"w5PctPool":0.4,"w7":14506795,"w7Usd":7.64,"w7PctPool":0.6,"w5Son":953449,"w7Son":12392580,"hourly":[0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.11,1.24,0.45,0,0,0,0],"lastWake":{"ts":"2026-06-11T05:05:10.972Z","tokens":953449,"usd":0.53,"msgs":22}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.42,"realizedPnl":0.43,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1171,"wakes":203,"firstWakeMs":1780927992000,"lastWakeMs":1781156400000,"ageMin":26,"lastWhy":"bestTake=null on both surfaces. No binary bets. All new swap intents are taker-negative, blocked by needsApproval, or ha","repeatWakes":189,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781158083027,"watching":"new mSSV intent with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":2}},"verdict":{"summary":"Counter confirmed frozen at 11 through w204 β€” now 46+ consecutive waits (w197–w204 all 'No fill'). Key update since last summary: the 23bps oracle-leads-CEX block that held at w201 dissolved by w203 ('oracle caught up'), removing that structural edge-direction barrier. Despite this, no fill materialized β€” still no binary bets on book and all new swap intents","badge":"OPPORTUNITY DROUGHT","confidence":"high","bottomLine":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"All 9 visible settled deals are ↔ LP-Maker-Matheus (8) + Rebalancer-Lior (1); LP-Maker active at 103 deals but not posting SSV swaps with β‰₯10bps above-CEX edge arb-hunter can take; bear-yosher (primary binary bet poster) crashed 1112m β€” zero binary bets on book at w197–w204; oracle gap dissolved w20"},"reasoningRead":"Sound and on-mission. Each wake correctly checks both SSV surfaces (buy + sell edge) against live Binance feed, applies the 10bps floor, and documents exactly why no action was taken (needsApproval, wrong asset, sub-floor, no bets). The oracle-catch-up observation at w203 is accurate self-diagnosis. No churn, no mis-classified stales, no drift. The only concern is that the agent is solving a solva","wakeTriggers":["New intent ID above HIGH_WATER=1383 with SSV buy-edge (taker pays USDC, receives mSSV β‰₯10bps below CEX) or sell-edge (taker gives mSSV, receives USDC β‰₯10bps abo","New intent matching BINARY_BET_HASHES template (fires immediately on appearance)","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible settled deals; active at 103 total; but current posted intents don't clear the 10bps edge floor for arb-hunter","available":"active, 10 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts SSV swaps when rebalancing; armed and counting down to US market open ~13:30 UTC β€” likely to post new intents then","available":"armed, pre-market-open"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster β€” arb-hunter's binary surface depends on bear-yosher being alive; deal #75 still in limbo","available":"CRASHED 1112m, no restart"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents that could create exploitable gaps; has 38 deals of history","available":"CRASHED 913m, no restart"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher is book-aware (HIGH_WATER=1383 baseline, seenIds dedup), scans all new intents above watermark each poll, and the main loop independently confirmed bestTake=null at w203 and w204. No above-floor intent appeared on either surface.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER + seenIds baseline prevents stale-intent fires on startup β€” correct for a pure-taker that must not re-evaluate already-processed intents","Monitors both SSV buy-edge AND sell-edge directions β€” catches whichever side LP-Maker or others happen to post","Binary bet hashes hard-coded as immediate wake trigger β€” zero latency on the agent's primary high-value surface","30-min fallback is appropriate cadence for an arb hunter (not sub-minute polling, not hours-patient)","SSV CEX feed cached with 30s TTL β€” avoids Binance rate-limiting on tight poll loops"],"lacking":["Binary bet wake fires on appearance alone, not near-expiry β€” agent's main loop will filter, but causes unnecessary wakes on far-dated bets (low cost, acceptable","ORACLE_SYMBOL map only covers BTC/ETH β€” if binary bets on other assets appear, the oracle mismatch check is blind to them","Wake script source truncated at buy-edge check β€” cannot verify the full USDCβ†’mSSV edge logic, but visible structure is consistent with mission"],"suggestedChange":"Add a near-expiry pre-filter to binary bet wake (e.g., only fire if intent expiry is within NEAR_EXPIRY_SEC=1800) β€” reduces wasted wakes on far-dated bets while keeping the latency-arb trigger tight for near-decided ones."},"issues":[{"scope":"agent","title":"Binary bet supply chain offline","detail":"bear-yosher (primary binary bet poster) crashed 1112m, vulture-andrew crashed 913m β€” arb-hunter's highest-value surface (binary bets) has had zero new supply for the entire prior-run and current-run window; w197–w204 all log '0 binary bets on book'","fix":"Operator restart of bear-yosher unblocks arb-hunter's primary surface immediately; no agent-side change needed"},{"scope":"agent","title":"LP-Maker swap intents not clearing arb-hunter's 10bps floor","detail":"LP-Maker is active (103 deals, 10 open intents) but its posted SSV intents are priced inside the 10bps edge floor β€” arb-hunter's only active liquid counterparty isn't generating exploitable gaps on the swap surface; all new mSSV intents (#1364/#1365, etc.) log as taker-negative","fix":"No agent fix warranted β€” LP-Maker is correctly pricing near mid; the fix is binary bet supply (above) or a new taker-edge-aware maker posting above-CEX SSV intents"},{"scope":"agent","title":"Portfolio USDC balance ($84.01) idle, no deployed capital","detail":"Agent holds $84.01 USDC + 1.7714 SSV (~$100.47 portfolio) with 0 open intents and 0 fills in 46+ wakes; realized PnL $0.48 on $7.64 lifetime token spend β€” marginal alpha at current opportunity rate","fix":"No immediate change β€” agent is correctly waiting for edge; consider whether mission scope could expand to other asset pairs if SSV arb remains structurally thin"}],"assessment":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,1.37,0,1.77,1.42],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1130,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1129,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"22nd consecutive null cycle β€” state is bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. Checked the 1383-intent funnel: zero IndexBasket intents posted by any party. No wallet provisioning event, no operator initialization signal. Not a crash; ","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"22 consecutive null cycles with zero state change. No IndexBasket intent exists anywhere in the 1383-intent funnel, no wallet has been provisioned, and no operator initialization signal has been observed. Both sides of this market (index-maker + index-taker) remain uninitialized β€” the market cannot form until an operator acts.","rootCause":{"class":"structural","evidence":"address=null, tokens_lifetime_usd=0, wakes=0, wake_script_source=null across all 22 cycles; 0 IndexBasket intents in full funnel history"},"reasoningRead":"Unmeasurable β€” no wake has ever occurred, no reasoning has been executed. The agent has never had the opportunity to reason well or poorly.","wakeTriggers":["MISSING: operator wallet provisioning (required before any watcher can be armed)","MISSING: operator initialization signal (no CLAUDE.md/tools loaded, wake_script_source=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Sole designed counterparty β€” takes the SHORT side of index-maker's LONG IndexBasket intents after auditing the verified source","available":"Also never initialized β€” address=null, 0"}],"reliableCounterparties":0,"missedOpportunities":"none β€” unmeasurable until initialized; watcher is blind to the book because it has never existed","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all","No fallback timer, no armed flag, no PID β€” the agent is fully inert"],"suggestedChange":"Operator must provision a wallet and run initialization before any wake-script analysis is possible; everything else is blocked on that single prerequisite."},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wallet, no script, no watcher","detail":"22 cycles with address=null, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, tokens_lifetime_usd=0. index-taker is in the identical state. The entire IndexBasket market is dark.","fix":"Operator action required: provision a funded wallet for index-maker (and index-taker), run the initialization flow to generate wake_script_source, and arm the watcher. No code fix will unblock this β€” it is a deployment gap."}],"assessment":"22 consecutive null cycles with zero state change. No IndexBasket intent exists anywhere in the 1383-intent funnel, no wallet has been provisioned, and no operator initialization signal has been observed. Both sides of this market (index-maker + index-taker) remain uninitialized β€” the market cannot form until an operator acts."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"22nd consecutive null cycle β€” zero delta confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens, $0 lifetime spend. Index-maker (sole counterparty, health=unknown) remains uninitialized and has never posted an IndexBasket intent, leaving index-taker with nothing to audit or take. No operator restart, no wallet provisioni","badge":"HARD CRASH, NO OPS","confidence":"high","bottomLine":"Another null cycle β€” 22nd straight. Zero wakes, zero tokens, zero IndexBasket intents in the funnel. Index-taker cannot function until (a) index-maker is initialized and posting LONG IndexBasket intents, and (b) index-taker itself is restarted by an operator. Neither has happened.","rootCause":{"class":"structural","evidence":"index-maker health=unknown, 0 wakes recorded, 0 IndexBasket intents anywhere in the open-intent book (10 open intents all attributed to lp-maker-matheus or external wallets); index-taker armed=false, pidAlive=false, wake_script_source=null β€” process never started"},"reasoningRead":"No reasoning to read β€” zero wakes, null wake script. Agent has never executed a single cycle. The mission (audit-then-take IndexBasket shorts) is sound in design, but the preconditions (running process + live counterparty) have never been met.","wakeTriggers":["MISSING: no wake script loaded β€” process is not running","MISSING: no IndexBasket intents on book to trigger on even if it were running"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole designed counterparty β€” posts LONG IndexBasket intents that index-taker is built to audit and take the short side of","available":"OFFLINE β€” health=unknown, never initiali"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents have ever appeared in the book; nothing to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists or was ever loaded","Process is not running (armed=false, pidAlive=false) so no trigger could fire regardless"],"suggestedChange":"Operator must: (1) initialize and start index-maker first so IndexBasket intents appear on book, then (2) provision index-taker with a wallet and start it with a watcher that polls for LONG IndexBasket intents from index-maker's address."},"issues":[{"scope":"agent","title":"index-taker process never started","detail":"armed=false, pidAlive=false, wake_script_source=null across 22 consecutive observer cycles. No operator has provisioned or started this agent.","fix":"Operator restart required β€” provision wallet, deploy wake script, start process."},{"scope":"agent","title":"index-maker must be initialized before index-taker can function","detail":"index-taker's entire mission depends on index-maker posting LONG IndexBasket intents. Index-maker health=unknown, 0 intents posted, never initialized. Starting index-taker before index-maker is live accomplishes nothing.","fix":"Initialize and start index-maker first; confirm at least one IndexBasket intent appears on book before restarting index-taker."}],"assessment":"Another null cycle β€” 22nd straight. Zero wakes, zero tokens, zero IndexBasket intents in the funnel. Index-taker cannot function until (a) index-maker is initialized and posting LONG IndexBasket intents, and (b) index-taker itself is restarted by an operator. Neither has happened."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":463,"msgs":10432,"total":649936962,"totalUsd":368.21,"w5":49912750,"w5Usd":23.43,"w5PctPool":20,"w7":649936962,"w7Usd":368.21,"w7PctPool":27.1,"w5Son":29112613,"w7Son":517489892,"hourly":[4.4,3.47,4.47,5.62,5.47,7.65,8.54,5.92,8.6,25.02,27.09,10.09,2.71,3.51,17.94,22.78,13.28,14.62,15.53,10.77,14.77,2.45,0,0],"lastWake":{"ts":"2026-06-11T06:06:05.964Z","tokens":224723,"usd":0.08,"msgs":6}},"onchain":{"deals":103,"openIntents":10,"balanceUsd":746.4,"realizedPnl":4.66,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1277,"wakes":100,"firstWakeMs":1781018900000,"lastWakeMs":1781156220000,"ageMin":29,"lastWhy":"Cluster H expiry routine; ETH oracle drop repeated inversion pattern (3rd occurrence) β€” applied 25bps ETH bid floor goin","repeatWakes":91,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781161616081,"watching":"Cluster I pre-expiry ~06:07 UTC or ETH<1643.84 or SSV>2.24 or fillable intent | 90min fallback","armed":true,"nextFallbackMin":61}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":20,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.14,0.1,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1171,"wakes":91,"firstWakeMs":1780927020000,"lastWakeMs":1781157544000,"ageMin":7,"lastWhy":"No BinaryBet on board to accept; no recent flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all intents ar","repeatWakes":60,"avgGapMin":52,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781157908861,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Deal count in settled_deals_detail reduced 3β†’2 Bear-Yosher 'live' entries since last run β€” deal #75 (expired epoch ~Jun 11 00:58 UTC) appears to have dropped from the view, though 2 stale 'live' Bear-Yosher entries persist; openExposureUsd=0 in w71/w72 logs confirms no real open exposure. Agent held for 13 consecutive wakes (w60–w72) β€” board genuinely empty ","badge":"WAITING, NO FLOW","confidence":"high","bottomLine":"Mimic-ljuba is correctly idle: 0 open intents, 0 new deals since prior run, $63.62 USDC intact. The 13-wake BinaryBet drought is entirely caused by Bear-Yosher (sole BinaryBet source) being offline for 1112m β€” this is a fleet problem, not an agent problem. Deal #75 display lag has cleared (3β†’2 'live' entries); remaining 2 stale 'live' entries contradict openExposureUsd=0 but are a core reporting lag, not real exposure.","rootCause":{"class":"counterparty-starved","evidence":"All 16 settled deals are Bear-Yosher counterparty; bear-yosher last_wake_min_ago=1112; board empty of BinaryBets for 13 consecutive wakes (w60–w72); no other agent in the fleet posts BinaryBets at volume"},"reasoningRead":"Sound and disciplined. Agent correctly enforces β‰₯3pp edge floor and one-move-per-wake rule even when idle. Not churning β€” it is correctly diagnosing an empty board and holding capital. The problem it's waiting on (Bear-Yosher restart) is the right problem; no evidence of solving the wrong issue.","wakeTriggers":["New BinaryBet intent appears on the open book (templateHash=0x09cd...060c)","60min fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet poster; all 16 of mimic-ljuba's settled deals are with Bear-Yosher","available":"CRASHED β€” last_wake_min_ago=1112, no ope"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited/near-decided binaries on occasion; 38 settled deals signals active binary flow when online","available":"CRASHED β€” last_wake_min_ago=913"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts small-shade binaries as part of its mission; 2 settled deals, low volume","available":"ok β€” health=ok but deal count is low"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board confirmed empty of BinaryBets for 13 consecutive wakes. Watcher is correctly armed and monitoring. No actionable flow existed to take.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet by templateHash β€” precise, mission-aligned trigger with zero false positives","60min fallback is appropriate cadence for a patient copy-trader with no time pressure","newMatches() baseline-then-diff pattern avoids firing on existing stale intents","Zero-LLM watcher β€” cheap to run during the long drought"],"lacking":["No differentiation between crypto (24/7) and stock BinaryBets in the watcher β€” edge floor enforcement deferred to agent logic, but watcher could filter stock be"],"suggestedChange":"No urgent change needed. If stock BinaryBets appear at market open today (~13:30 UTC), the watcher will fire correctly. Optional: log the board-empty streak count in the watcher label (already done β€” 'Board has been empty for 13 wakes') so "},"issues":[{"scope":"agent","title":"Bear-Yosher crash starves mimic-ljuba of its only reliable counterparty","detail":"Bear-Yosher offline for 1112m; no operator restart; mimic-ljuba has held capital for 13 wakes with zero flow. reliableCounterparties=0.","fix":"Restart bear-yosher. Until then, mimic-ljuba cannot execute its mission regardless of agent health."},{"scope":"core","title":"settled_deals_detail 'live' label persists past on-chain expiry","detail":"2 Bear-Yosher entries still show 'live' status despite openExposureUsd=0 in agent logs; deal #75 (expired epoch ~Jun 11 00:58 UTC) appears to have cleared (3β†’2 entries) but the remaining 2 are stale. Display lag creates confusion about real exposure.","fix":"Core reporting: reconcile settled_deals_detail status against on-chain expiry epoch; show 'expired/settled' label once epoch is past."}],"assessment":"Mimic-ljuba is correctly idle: 0 open intents, 0 new deals since prior run, $63.62 USDC intact. The 13-wake BinaryBet drought is entirely caused by Bear-Yosher (sole BinaryBet source) being offline for 1112m β€” this is a fleet problem, not an agent problem. Deal #75 display lag has cleared (3β†’2 'live' entries); remaining 2 stale 'live' entries contradict openExposureUsd=0 but are a core reporting lag, not real exposure."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":4,"msgs":85,"total":4118731,"totalUsd":2,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4118731,"w7Usd":2,"w7PctPool":0.2,"w5Son":0,"w7Son":2657395,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:48:54.352Z","tokens":1054572,"usd":0.8,"msgs":18}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.36,"realizedPnl":0.36,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1189,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":241,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":305}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1174,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":695,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":647}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.06,0.93,0.16,0],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.43,"realizedPnl":-11.58,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1174,"wakes":78,"firstWakeMs":1780947228000,"lastWakeMs":1781154630000,"ageMin":56,"lastWhy":"Discipline holds. All holdings on-target, Engine 1 paused (zero premium buyers 35 wakes running), Engine 2 locked (all l","repeatWakes":15,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781163654192,"watching":"Engine 1 resume: vol β‰₯1%, ranking rotation, or buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":95}},"verdict":{"summary":"Engine 1 now ~39 consecutive monitor-only wakes (w38β†’w77, +6 since last summary). Engine 2 still correctly locked: drift <Β±0.5% vs 5% threshold, inventory 69.7% vs 70% target β€” no rebalance warranted. New since last run: 'custom settled ↔ Option-Taker-Matheus' appears in settled_deals_detail, strongly suggesting one of the sNVDA options (#118 call ~17:37 UTC","badge":"IDLE, DISCIPLINED","confidence":"medium","bottomLine":"Both engines are correctly inactive: Engine 2 is on-target (inventory 69.7%, buffer 30.3%, drawdown βˆ’3.53% vs βˆ’20% halt), and Engine 1 burned 7 unfilled option posts before self-pausing β€” now waiting on a buyer intent that hasn't materialized in ~40 wakes. The one 'custom settled ↔ Option-Taker-Matheus' deal in the feed is almost certainly the sNVDA option expiry fill today, confirming the counterparty channel is functional.","rootCause":{"class":"maker-only","evidence":"Engine 1 wrote 7 options (wakes ~26–37), zero fills; 0 open intents currently. Only confirmed option-taker counterparty is option-taker-matheus (4 deals total). Engine 2 locked by design: drift <0.5% vs 5% threshold, book $96.47–$96.62, no ranking rotation observed w72–w77."},"reasoningRead":"Sound reasoning solving the right problem. Agent correctly distinguishes Engine 1 (buyer-demand gate) from Engine 2 (drift gate) and holds both with explicit conditions cited each wake. Not churn β€” each HOLD wake confirms the same stable state rather than re-deriving it. The one risk is Engine 1's self-pause is indefinite: if buyer intents appear and fill instantly (before the watcher's 60s poll),","wakeTriggers":["Vol spike β‰₯1% on ETH/BTC/sNVDA/sMSFT vs baseline (serves both engines)","Stock ranking rotation in worst-2 (serves Engine 2 rebalance)","New non-swap custom intent on book (Engine 1 buyer signal)","120-min fallback","MISSING: explicit portfolio drift check for Engine 2 β€” currently relies on vol/ranking proxy; sub-threshold drift that crosses 5% between fallback wakes could b"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only confirmed option buyer; custom settled deal today likely sNVDA #118 or #119 fill","available":"ok (health ok, 4 deals, 2 options expiri"},{"agent":"lp-maker-matheus","fit":"yes","why":"Engine 2 swap counterparty for portfolio rebalancing; 'Swap settled ↔ LP-Maker-Matheus' confirmed in deal history","available":"ok (103 deals, health ok)"},{"agent":"vulture-andrew","fit":"maybe","why":"Mission includes taking near-sure-win intents; could take deeply ITM options writer posts β€” but currently stuck/offline 913m","available":"stuck (crashed 913m ago)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for Engine 1: watcher polls every 60s for new buyer intents, but if an intent appears and is filled by another writer within the poll window, Engine 1 never sees it. Engine 2: none β€” portfolio is on-target, no rebalance signal present.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct triggers map cleanly to the two engines: vol spike / ranking rotation for Engine 2 rebalance; buyer-intent for Engine 1 option writing","Baseline initialization guard prevents firing on first poll","120-min fallback prevents indefinite sleep; 60s poll cadence appropriate for option-market scanning","Zero-LLM, lightweight β€” no runaway token cost"],"lacking":["Engine 2 has no explicit drift-magnitude check β€” relies on vol/ranking proxies; a slow drift (e.g., 3%) that never triggers a vol spike could be missed between ","Engine 1 new-intent detection has a 60s blind window β€” fast-fill buyer intents are invisible, potentially keeping Engine 1 dark indefinitely after self-pause"],"suggestedChange":"Add a periodic 're-probe' condition to Engine 1: if Engine 1 has been paused >24h with zero buyer intents seen, re-attempt writing one option to probe live demand rather than waiting on a buyer signal that may never appear in the watcher's "},"issues":[{"scope":"core","title":"Option market has 1 reliable counterparty fleet-wide","detail":"Engine 1 can write options indefinitely but has only option-taker-matheus as a confirmed taker. When taker is fully allocated or inactive, Engine 1 starves regardless of how well it posts. 7 consecutive unfilled writes before self-pause is the symptom.","fix":"Seed a second option-taker agent or widen option terms (looser strike/expiry bands) to attract external wallets (0xBd6a…9863 has swapped with writer β€” could it take options?)."},{"scope":"agent","title":"Engine 1 indefinite self-pause after 7 unfilled writes","detail":"After 7 unfilled option posts (wakes ~26–37), Engine 1 entered indefinite wait for a buyer intent. The watcher's 60s poll can miss intents that appear and fill in under a minute. If buyer intents are never seen, Engine 1 never re-attempts.","fix":"Add a 24h (or significant vol event) re-probe: write one option to test live demand, rather than requiring a buyer intent to appear in the poll window first."}],"assessment":"Both engines are correctly inactive: Engine 2 is on-target (inventory 69.7%, buffer 30.3%, drawdown βˆ’3.53% vs βˆ’20% halt), and Engine 1 burned 7 unfilled option posts before self-pausing β€” now waiting on a buyer intent that hasn't materialized in ~40 wakes. The one 'custom settled ↔ Option-Taker-Matheus' deal in the feed is almost certainly the sNVDA option expiry fill today, confirming the counterparty channel is functional."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1171,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":967,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":834}},"verdict":{"summary":"Holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 778 min (prior summary) to 832 min β€” nextFallbackMin 1023β†’969 confirms exactly ~54 min elapsed since last summary, mechanically consistent. No stop/forward fires across 832 min of 60s polls confirms price has stayed within the $26.41 wide band t","badge":"HOLDING, WATCHER LIVE","confidence":"high","bottomLine":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug.","rootCause":{"class":"structural","evidence":"2 settled deals, $0.75 realized PnL across 26 wakes / 11.97 USD lifetime tokens. The polymarket-comparison workflow requires mismatch between on-chain implied probability and Polymarket's distribution β€” a structural scarcity condition independent of the agent's execution quality. Current hold is the"},"reasoningRead":"Sound and on-mission. Wakes w21–w26 consistently report 'no mispriced opportunities / position confirmed held / watcher armed' β€” this is correct behavior, not churn. The edge erosion narrative (3.1% β†’ 1.5% across wakes w24β†’w22) reflects genuine distribution convergence as Jun12 horizon approaches, showing the agent understands its own position dynamics. No repeated incorrect moves.","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","blockchain time >= horizonTs (Jun12 20:00 UTC, read from state.json with hardcoded fallback 1781294400)","new binary/option intent appears on book (Set diff per 60s poll)","FALLBACK: Jun11 20:00 UTC = 1781208000 (~969 min, 24h pre-expiry assessment)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap exit counterparty β€” 102 deals, deep inventory, will absorb sAAPL β†’ USDC at oracle mid","available":"ok, health=ok"},{"agent":"option-writer-matheus","fit":"yes","why":"Primary source of new binary/option intents for polymarket comparison β€” writes 70/30 stock+crypto options","available":"ok, health=ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap taker; could overlap on sAAPL exit but mission is portfolio-mix driven, not guaranteed sAAPL demand","available":"ok, health=ok, 15 deals"},{"agent":"bear-yosher","fit":"no","why":"Crypto-down / tech-up player β€” would be counterparty on binary bets but crashed 992 min","available":"crashed (armed=false, pidAlive=false, 99"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable from external data β€” agent's own book-scan (readOpenIntents, polymarket comparison) is the only source. Wakes w19–w25 all report 'no mispriced opportunities'; watcher does scan for new binary/option intents every 60s so reactive coverage exists. Cannot independently verify polymarket implied vs on-chain pricing from this data.","wakeScript":{"wellReasonedForMission":true,"good":["Stop ($277.34) and forward ($303.75) are hardcoded price sentinels β€” fires immediately on breach, no LLM needed","Horizon expiry read from state.json with correct hardcoded fallback (1781294400 = Jun12 20:00 UTC)","New-intent Set-diff scan correctly catches fresh binary/option postings each 60s poll β€” right trigger for a taker","Jun11 20:00 UTC fallback (Math.max(..., 4h floor) = 969 min) gives pre-expiry assessment window before Jun12 deadline","60s poll cadence appropriate for price-bound monitoring without being aggressive"],"lacking":["After Jun11 20:00 UTC fallback fires, re-arming (if agent decides to hold) will produce a new FALLBACK_MS via Math.max(negative, 4h) = 4h β€” agent will need to r"],"suggestedChange":"After the Jun11 20:00 UTC assessment wake, agent should rewrite watcher with FALLBACK_MS targeting the actual Jun12 20:00 UTC horizon expiry rather than relying on the 4h-floor fallback, to ensure the exit wake is precisely timed rather tha"},"issues":[{"scope":"agent","title":"Post-fallback watcher has imprecise 4h floor deadline","detail":"Current FALLBACK_MS = Math.max((1781208000 - now)*1000, 4h). Once Jun11 20:00 UTC passes, all subsequent re-arms fall back to 4h cycles rather than a precise deadline tied to the Jun12 20:00 UTC horizon expiry. In the final 20h window the agent could miss a clean exit window by up to 4h.","fix":"In the wake loop's post-assessment re-arm (after Jun11 20:00 UTC fires), rewrite current.ts with FALLBACK_MS computed against 1781294400 (Jun12 20:00 UTC) rather than the stale 1781208000 anchor."},{"scope":"agent","title":"Polymarket-comparison mission structurally starved: bear-yosher (binary writer) crashed 992 min","detail":"bear-yosher is a primary source of BELOW-strike binary bets (deals 17) but has been crashed 992 min. With it dark, the on-chain binary supply is thinner and polymarket-ljuba's comparison scan finds fewer candidates. 2 lifetime deals reflects genuine opportunity scarcity, not agent failure.","fix":"Revive bear-yosher β€” it is the highest-leverage recovery for polymarket-ljuba's deal flow. Until then, option-writer-matheus (17 deals, health=ok) remains the primary opportunity source."}],"assessment":"Price confirmed within $277.34–$303.75 for 832 min with no bound fire; nextFallbackMin 1023β†’969 = 54 min elapsed, mechanically correct. Watcher will trigger at Jun11 20:00 UTC (~969 min) to assess exit before Jun12 20:00 UTC horizon. Only concern is shallow lifetime activity: 2 deals / $0.75 PnL across 26 wakes β€” the polymarket-comparison mission rarely finds mispriced targets, not an agent bug."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.34,"realizedPnl":-0.66,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1277,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":385,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":474}},"verdict":{"summary":"Countdown continues: nextFallbackMin 609β†’489 (~120 min further decay since prior summary, consistent 1:1 elapsed-time decay; 731β†’663β†’609β†’489 across three runs). Current time ~05:49 UTC Jun 11 β€” 13:30 UTC watch-loop trigger has NOT fired (still ~7h41m away); fallback at 14:00 UTC is 489 min out. No new wakes, no capital deployed, 15 settled deals unchanged si","badge":"COUNTING DOWN","confidence":"high","bottomLine":"13:30 UTC trigger has not fired β€” current time ~05:49 UTC Jun 11 (~7h41m to go). Agent is alive (armed+pidAlive=true), countdown decaying normally (489 min to 14:00 fallback). No capital deployed since w45; sMSFT approve+trim+BTC DCA all contingent on stock open. Nothing is broken.","rootCause":{"class":"structural","evidence":"Mission requires stock market open (sMSFT trim) to generate capital for next BTC DCA slice. No open intents, 0 tokens burned in 5h, 15 deals static since #1294 fill. Correct behavior β€” not stalled, waiting on a time-gate."},"reasoningRead":"Sound and solving the right problem. w45 correctly concluded 'no capital to deploy until stocks open' after exhausting BTC premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%, 4 USDC slices). The agent stopped posting rather than burning more budget in a closed-market gap. Countdown watcher is the right next action.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, fires the wake)","Fallback at 2026-06-11T14:00:00Z (489 min from ~05:49 UTC, max() guard prevents negative delay)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 7 settled deals; primary fill source for BTC/ETH swaps","available":"active, 103 deals, open book"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 settled deal; takes BTC swaps opportunistically but deal counter frozen at 11","available":"ok health but structurally blocked on SS"},{"agent":"momentum-nikita","fit":"maybe","why":"1 settled deal; stock-rotation agent that may want sMSFT at open","available":"ok, 6 deals"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” may take opposite side of sMSFT trim if stretched above average","available":"ok, 5 deals"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent is in a deliberate time-gate pause. Watcher loop polls every 60s but does not inspect the order book β€” appropriate since the trigger is a time event (stock open), not a book event. No intents to take exist in its mission scope while stocks are closed.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven trigger (Date.now() >= STOCK_OPEN_MS) fires exactly when the mission needs it β€” stock open unlocks sMSFT trim capital","60s poll cadence β€” not sub-minute, patient DCA agent thinks in hours","max(..., 5*60_000) guard on FALLBACK_MS prevents negative or zero delay if script loaded late","Zero-LLM, deterministic β€” can't fire on stale data or spurious book state","Hard fallback at 14:00 UTC ensures wake even if watch-loop misfires"],"lacking":["FALLBACK_MS computed once at script load (06-10T23:41 UTC) β€” if process dies and restarts, re-armed fallback would re-derive from new Date() correctly, but the "],"suggestedChange":"Update the comment/label to 'Wake 46' after the stock-open wake fires and a new script is written β€” minor hygiene, not blocking. No functional change needed."},"issues":[{"scope":"agent","title":"Single reliable counterparty (LP-Maker) for all liquid fills","detail":"4/7 recent fills came from LP-Maker-Matheus. If LP-Maker is unavailable at 13:30 UTC stock open, sMSFT trim may stall. Arb-Hunter-Tom (1 prior fill) is structurally constrained. No other DCA-compatible counterparty is consistently present.","fix":"At stock open, check if LP-Maker has sMSFT sell-side depth before posting at oracle; if thin, post a modest premium immediately rather than starting the escalation ladder from zero."},{"scope":"agent","title":"Wake-script label will be stale after stock-open wake fires","detail":"wake_script_source still says '// Wake 45' and references the Jun 11 13:30 UTC event. After that wake executes and the next script is written, the label should advance.","fix":"Increment comment to 'Wake 46' in the next script written at 13:30 UTC wake β€” cosmetic but keeps the board readable."}],"assessment":"13:30 UTC trigger has not fired β€” current time ~05:49 UTC Jun 11 (~7h41m to go). Agent is alive (armed+pidAlive=true), countdown decaying normally (489 min to 14:00 fallback). No capital deployed since w45; sMSFT approve+trim+BTC DCA all contingent on stock open. Nothing is broken."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.37],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781092828365,"containerAgeMin":1086,"wakes":28,"firstWakeMs":1780948343000,"lastWakeMs":1781099240000,"ageMin":979,"lastWhy":"Bid is tracking oracle correctly (posted at oracleΓ—0.99 when oracle=$207.92; oracle unchanged). No sweepable sell-side. ","repeatWakes":23,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781098320505,"watching":"market open 13:30 UTC in 82 min","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still crashed at 844 min since w27 (Jun 10 12:05 UTC) β€” +54 min delta vs last run, zero new activity, no operator restart. The wake script (current.ts) hardcodes Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” both now stale; if the process were restarted today, the first guard `nowSec() >= MARKET_OPEN_EPOCH` fires immediately (","badge":"CRASHED STALE SCRIPT","confidence":"high","bottomLine":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past); MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, ~20h past); 0 token spend in last 5h; settled_deals stuck at 2 since w22"},"reasoningRead":"Sound reasoning, wrong problem. w27 showed good mission-alignment β€” it reset consecutive_misses, approved 10 USDC, targeted sNVDA correctly. But the watcher it wrote hardcodes specific calendar epochs rather than computing today's session dynamically. The discipline in the trade logic is real; the fragility is in the epoch-hardcoding pattern, which makes every crash a double failure: process down ","wakeTriggers":["MARKET_OPEN_EPOCH=1781098200 reached (Jun 10 13:30 UTC) β€” fired in the past, process was dead before it could trigger","oracle drift >0.5% vs ORACLE_SNVDA_BASE=207.92","new sweepable sNVDA sell-side intent (price ≀ oracleΓ—1.005, cost ≀ 12 USDC)","30-min fallback during market hours","MISSING: dynamic Jun 11 market-open epoch (script only knows Jun 10)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for USDCβ†’sNVDA at oracle mid; 102 deals, health ok, actively filling during market hours","available":"ok β€” alive and filling"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post sNVDA sell-side if rebalancing away from it; 15 deals, health ok","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into/out of assets including sNVDA β€” could be sell-side if rotating out","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Jun 10 US session (13:30–16:00 UTC, ~2.5h window) missed entirely. LP-Maker was active during this period (+6 deals fleet-wide 96β†’102). At least one 0.50 USDC sNVDA swap intent could have been posted and likely filled. Exact sNVDA sell-side count is unmeasurable (watcher blind to book since crash), but LP-Maker's activity confirms the session was liquid.","wakeScript":{"wellReasonedForMission":false,"good":["Correct trigger logic: fires on market open, oracle drift >0.5%, or new sweepable sell-side β€” all mission-relevant","30-min fallback during market hours is appropriate cadence for a patient one-slice-per-wake strategy","Pre-market sleep-until-open pattern (msToOpen + 2 min buffer) is well-reasoned","Sweep filter (price ≀ oracleΓ—1.005, cost ≀ 12 USDC) is tight and mission-aligned","PID file written for clean shutdown"],"lacking":["MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH are hardcoded Jun 10 calendar epochs β€” stale as of now","If restarted today: `nowSec() >= MARKET_OPEN_EPOCH` is immediately true β†’ spurious fire before market opens","ORACLE_SNVDA_BASE=207.92 is a point-in-time snapshot from w27; 14h of price drift unaccounted","No self-healing: a stale epoch means every crash requires both a process restart AND a script rewrite"],"suggestedChange":"Replace hardcoded MARKET_OPEN_EPOCH/MARKET_CLOSE_EPOCH with dynamic epoch computation: `const todayOpenEpoch = nextMarketOpenEpoch()` using a helper that calculates today's 13:30 UTC in seconds, checking if that window is still future β€” thi"},"issues":[{"scope":"agent","title":"Process crashed 844 min ago, no restart","detail":"armed=false, pidAlive=false, nextFallbackMin=null since Jun 10 12:05 UTC. Jun 10 US session missed entirely. Jun 11 session opens in ~7h.","fix":"Operator restart required immediately. Budget: 9.00 USDC free, 0.004928 sNVDA held β€” no capital issue, just a dead process."},{"scope":"agent","title":"current.ts hardcodes Jun 10 epochs β€” script must be regenerated on restart","detail":"MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are both ~20-26h in the past. A naive restart fires immediately (market-open guard always true), producing a spurious wake and incorrect market-hours logic for Jun 11.","fix":"On restart, agent must write a new current.ts with dynamic epoch computation for Jun 11 (or today's date generally). Do not restart with the existing current.ts."},{"scope":"core","title":"Epoch hardcoding pattern makes every crash a double failure","detail":"All three crashed agents (bear-yosher, stacker-massimo, vulture-andrew) likely share this pattern: the watcher encodes a specific calendar epoch, so a process death means the script is also stale on restart. This amplifies crash severity.","fix":"SDK should provide a `nextMarketOpenEpoch(tzOffset, openHHMM, closeHHMM)` helper returning the next future session epoch, making watcher scripts date-agnostic and restart-safe by construction."}],"assessment":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1277,"wakes":30,"firstWakeMs":1780924988000,"lastWakeMs":1781155821000,"ageMin":36,"lastWhy":"SSV blocked by zero inventory. sNVDA sub-threshold and narrowing. All stocks market-hours blocked. No resting intents at","repeatWakes":19,"avgGapMin":133,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 or crypto buy-dip β‰₯1.5%","armed":true,"nextFallbackMin":564}},"verdict":{"summary":"No-trade streak w24–w30 confirmed correct: SSV zero inventory (structural), sNVDA sub-threshold at ~-1.12% and narrowing (needs β‰₯-1.5%), all stocks market-hours blocked until 13:30 UTC. Budget locked at 44.2 USDC (0x045e expired unfilled, returned). Watcher armed for US market open ~13:30 UTC Jun 11 (nextFallbackMin=524); early trigger monitors new sNVDA sel","badge":"PATIENT, CORRECTLY IDLE","confidence":"high","bottomLine":"w30 extends the correct no-trade streak to 7 straight wakes. All three signal classes blocked: SSV zero inventory, sNVDA -1.12% (below -1.5% threshold and narrowing), stocks pre-market until 13:30 UTC. Budget 44.2 USDC intact; next material event is US market open in ~526 min.","rootCause":{"class":"structural","evidence":"SSV: zero LP inventory on every wake since w25 (can't post a sell with no position); sNVDA: -1.12% vs -1.5% threshold, narrowing across w27–w30 β€” not a near-miss; all stock signals: UTC 04:30 is pre-market (US opens 13:30 UTC). No asset crossed threshold w24–w30."},"reasoningRead":"Sound reasoning applied to the right problem. Each wake re-evaluates all three asset classes, cites exact dislocation percentages, and returns 'wait' with quantified justification β€” no churn or drift. The agent is asking the correct question ('is any asset above threshold?') and answering no with evidence each time.","wakeTriggers":["US market open 13:30 UTC Jun 11 (primary, time-based, ~524 min)","New sNVDA sell intent in open book (early trigger if dip deepens before open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals via LP-Maker-Matheus; deep sNVDA/sAAPL inventory; 102 deals, ok health","available":"active, ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no asset crossed its dislocation threshold during w24–w30; no favorable resting intents observed in book","wakeScript":{"wellReasonedForMission":true,"good":["Primary fallback dynamically targets US market open (13:30 UTC) + 5 min buffer β€” correctly aligned to when stock signals can resolve","Early trigger fires on new sNVDA sell intent β€” appropriate proxy for dip deepening without needing an oracle RPC on each poll","Min-floor of 30 min prevents over-polling if MARKET_OPEN_MS is in the past","Watch loop is zero-LLM and cheap (readOpenIntents only); seen-set correctly ignores pre-existing intents"],"lacking":["Early trigger relies on a NEW sNVDA sell intent appearing β€” if dip crosses -1.5% but no new LP intent is posted (e.g. LP updates rate in-place), agent waits unt","No early-wake path for SSV inventory recovery β€” if LP posts a fresh SSV sell intent, agent misses the signal until open"],"suggestedChange":"Add a direct oracle price check for sNVDA inside the watch loop alongside the intent scan: if live sNVDA mid drops β‰₯1.5% below trailing average, fireWake immediately rather than relying on a new sell intent as an indirect proxy."},"issues":[{"scope":"agent","title":"sNVDA early-wake proxy is indirect","detail":"fireWake depends on a new sNVDA sell intent appearing in the book. If the dip deepens to threshold but LP-Maker-Matheus updates its existing intent rather than posting a new one, or if no LP is active, swing-nikita waits until market open β€” potentially missing the entry.","fix":"In the watch loop, fetch sNVDA oracle mid and compute % vs trailing average; fireWake('sNVDA dislocation β‰₯1.5%') directly rather than inferring from intent flow."}],"assessment":"w30 extends the correct no-trade streak to 7 straight wakes. All three signal classes blocked: SSV zero inventory, sNVDA -1.12% (below -1.5% threshold and narrowing), stocks pre-market until 13:30 UTC. Budget 44.2 USDC intact; next material event is US market open in ~526 min."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":105,"msgs":2127,"total":123383743,"totalUsd":61.36,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":123383743,"w7Usd":61.36,"w7PctPool":5.1,"w5Son":0,"w7Son":80424758,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.32,5.58,0,3.27,2.83,9.74,13.98,3.55,0],"lastWake":{"ts":"2026-06-10T14:27:30.867Z","tokens":1192448,"usd":0.78,"msgs":22}},"onchain":{"deals":38,"openIntents":0,"balanceUsd":99.39,"realizedPnl":-0.61,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781101964221,"containerAgeMin":933,"wakes":71,"firstWakeMs":1780945920000,"lastWakeMs":1781102160000,"ageMin":930,"lastWhy":"985 eroded to 0.22%; 989 SSV sell drifted to 2.29% vs 1% target (rival at 0.49%); 948/949 expiring in 13-14 min β€” re-quo","repeatWakes":40,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104992078,"watching":"18 intents, none takeable; soonestExpiry=1781103961; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Now 915 min dark (+60 min since prior at 855 min) β€” no operator restart signal, confirmed hard crash unchanged. armed=false/pidAlive=false/nextFallbackMin=null: not a scheduled rest. All bait intents expired while down (open_intents=0), 0 tokens burned in 5h window, settled_deals frozen at 38. LP-Maker's full 10-intent equity/crypto book (sNVDA, sMSFT, sAAPL","badge":"HARD CRASH 915m","confidence":"high","bottomLine":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null at 915 min β€” process dead since ~06-10T14:36 (w67, last wake). Not a logic/mispricing failure; agent was actively managing quotes (4 cancels + 4 fresh posts at w66, deals 98/99 filled at w63 +$0.28 edge) immediately before crash. No new deals or toke"},"reasoningRead":"Sound reasoning, solving the right problem β€” but irrelevant while crashed. Pre-crash wakes show disciplined execution: honeypot blacklist enforced (779/836/869), quote hygiene via check-my-quotes between wakes, mandatory cancel-and-repost when edge eroded below 0.5% floor (w62: intent 881 cancelled at 0.43%), duplicate detection (w64/w65). The logic was working correctly; the process is simply dea","wakeTriggers":["scan-edges poll every 30s: fires on any new takeable intent β‰₯1% edge not in seenEdgeIds","pre-expiry: fires ~5 min before soonest own-intent expiry","check-my-quotes: fires when any live quote erodes below cancel floor or is undercut","2h hard fallback","MISSING: none of these fire β€” process is dead (armed=false/pidAlive=false)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 8 recent settled deals are ↔ LP-Maker swaps; 10 active intents covering sNVDA, sMSFT, sAAPL, BTC, ETH, SSV β€” exact match for vulture's ","available":"awake, 10 open intents, $25.97 burn/5h"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps vulture could scan; armed and counting down to US open β€” likely to post fresh equity swaps post-13:30 UTC.","available":"armed, awaiting US open ~13:30 UTC"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps on dislocation fades; 5 deals, health ok β€” occasional scan-edge target.","available":"armed, awaiting US open"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binaries vulture could take if near-decided; deal #75 expiry status unclear.","available":"awake, 16 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: process dead since w67, watcher blind to book for 915 min. High-probability missed window: any LP-Maker sNVDA/sMSFT/sAAPL quote that drifted β‰₯1% after 06-10T14:36. sNVDA is especially likely given options #118 (call, ~17:37 UTC Jun 11) and #119 (put, ~18:31 UTC Jun 11) expire today β€” underlying oracle moves around those strikes would stale LP-Maker's sNVDA intents directly into vultu","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: scan-edges and check-my-quotes are pure tool calls, no token burn in the watcher loop","Fires on the right signal: β‰₯1% takeable edge is exactly vulture's action threshold","Quote hygiene integrated: check-my-quotes cancel trigger prevents free pick-off between wakes","Honeypot pre-seeding hardcoded (779/836/869) β€” watcher never fires on confirmed honeypots","Pre-expiry trigger prevents own-intent expiry waste","2h fallback present; 30s poll cadence appropriate for a liquidity-opportunist"],"lacking":["seenEdgeIds is in-memory only β€” newly refused intents from last session are lost on restart (minor: agent re-evaluates and re-refuses, but wastes one LLM wake p","No process-level crash detection or self-restart; once dead, nothing revives it"],"suggestedChange":"Persist seenEdgeIds to a local JSON file (read on startup, append on new refusal) so crash-restart doesn't re-expose freshly refused honeypots to the β‰₯1% trigger β€” one extra wake per session saved per refused intent."},"issues":[{"scope":"agent","title":"Process dead 915 min β€” operator restart required","detail":"armed=false/pidAlive=false/nextFallbackMin=null since ~06-10T14:36. All 7 bait intents expired. LP-Maker's 10-intent equity book + US market open today is the highest-value opportunity window since the last crash β€” vulture cannot act.","fix":"Operator: restart the vulture-andrew process. On restart, watcher self-arms immediately (2h fallback) and scan-edges will catch any β‰₯1% LP-Maker equity drift from US open."},{"scope":"agent","title":"seenEdgeIds resets on crash-restart","detail":"In-memory Set means newly refused intents (beyond pre-seeded 779/836/869) are forgotten across crashes. Low severity since agent re-evaluates and re-refuses, but costs one LLM wake per rediscovery.","fix":"Persist refused IDs to /agent/state/refused-edges.json; read on startup, append on new refusal."},{"scope":"core","title":"No auto-restart for crashed agents","detail":"Three agents (vulture-andrew 915m, bear-yosher 1112m, stacker-massimo 962m) have been hard-crashed for 15+ hours with no platform-level recovery. Each crash requires manual operator intervention.","fix":"Add a fleet-level process supervisor (e.g. PM2, systemd unit, or a watchdog cron) that detects armed=false/pidAlive=false and restarts the agent process automatically after a configurable grace period."}],"assessment":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action."}}],"unattributed":{"sessions":1148,"tokens":149105919,"usd":77.51,"w5":1683948,"w5Usd":1.13,"hourly":[0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.83,1.07,1.21,1.01,0,2.44,1.67,1.46,1.17,2.44,0.53]},"boardOverhead":{"sessions":1984,"tokens":39897336,"usd":86.11,"w5":2541294,"w5Usd":6.68,"hourly":[0.98,1.54,1.87,1.27,1.03,1.24,1.15,1.87,0.92,1.59,1.32,1.19,1.21,0.2,1.28,1.09,1.34,1.19,1.31,1.52,1.24,1.66,0.84,0.68]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1085275145,"grandUsd":646.35,"grandSessions":3817,"attributedTokens":896271890,"unattributedTokens":149105919,"boardTokens":39897336,"reassembledTokens":1085275145,"tokensBalance":true,"attributionPct":85.7,"multiMatchSessions":116,"sessionsScanned":2841,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":46036,"dedupedMsgs":19407,"rawTokens":2445872263,"dedupedTokens":1085275145,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T06:03:51.224Z","swarm":{"headline":"LP HUB HOLDS, 3 CRASHES DEEPEN","funnel":{"posted":1383,"settled":138,"conversionPct":9.98,"byTemplate":{"Swap":115,"custom":17,"BinaryBet":6}},"liquidityMap":[{"market":"ETH/USDC, BTC/USDC, sStocks/US","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew(crashed), Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita}","status":"12/12 book live; 103 deals; taker-limited not maker-limited β€” 3 of 6 counterpart"},{"market":"BinaryBet (SSV)","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher crashed 1112m; Mimic-Ljuba empty board 13 consecutive wakes"},{"market":"sNVDA Options","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"SUPPLY DRY β€” writer nextFallbackMin=1144 (~19h silence); taker holds expiring #1"},{"market":"IndexBasket","flow":"Index-Maker β†’ Index-Taker","status":"NEVER STARTED β€” both address=null, 0 wakes, 0 IndexBasket intents in 1383-intent"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, 1112m dark)","effect":"BinaryBet market completely frozen: Mimic-Ljuba starved across 13 consecutive wakes (w60–w72, openExposureUsd=0); deal #","evidence":"Mimic-Ljuba: all 16 settled deals ↔ Bear-Yosher; 0 BinaryBets on book w60–w72; deal #75 still tagged 'live' despite expiry ~10h past"},{"cause":"Bear-Yosher crash eliminates the only binary-bet supply","effect":"Arb-Hunter-Tom deal counter frozen at 11 for 46+ consecutive waits (w197–w204) β€” even after oracle gap dissolved at w203","evidence":"Arb-Hunter: 'No fill' every wake w197–w204; oracle 'caught up' by w203 removing direction block; 0 binary bets on book confirmed across entire window; counter at 11 unchanged"},{"cause":"Vulture-Andrew crash (armed=false, 915m dark)","effect":"LP-Maker loses its most prolific equity/crypto taker (38 historical deals); sNVDA, sMSFT, sAAPL mispricing windows on LP","evidence":"Vulture-Andrew: last fill deals 98/99 at w63 (+$0.28 edge, 4 cancels + 4 fresh posts at w66); 0 new deals or token spend since w67 (~Jun 10 14:36 UTC); LP-Maker equity slots uncontested by Vulture"},{"cause":"Index-Maker never initialized (22 consecutive null cycles, address=null)","effect":"Index-Taker has zero IndexBasket intents to audit or act on; both agents permanently inert with no recovery path absent ","evidence":"Both agents: address=null, tokens_lifetime_usd=0, wakes=0, wake_script_source=null; 0 IndexBasket intents anywhere in 1383-intent funnel history"},{"cause":"Option-Writer-Matheus disciplined silence (~19h, nextFallbackMin=1144, engine 1 zero open intents)","effect":"Option-Taker supply dry while holding two sNVDA options expiring today β€” #118 call (strike $203.69) at 17:37 UTC and #11","evidence":"Option-Taker: 0 audited options on book for 201m; all 4 settled deals ↔ option-writer; writer engine 1 monitor-only wakes w38–w77 (39 consecutive); 'custom settled ↔ Option-Taker-Matheus' in recent de"},{"cause":"Stacker-Massimo crash (armed=false, 844m+) with hardcoded stale epochs","effect":"BTC accumulation via sMSFT-sale offline since Jun 10 12:05 UTC; naive restart will misfire immediately (MARKET_OPEN_EPOC","evidence":"current.ts: MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000 (both Jun 10); settled_deals frozen at 2 since w22; 0 token spend in 5h window"}],"insights":[{"severity":"critical","title":"3 hard crashes unattended β€” 2871 combined agent-minutes dark","detail":"Bear-Yosher (1112m), Vulture-Andrew (915m), Stacker-Massimo (844m+) all armed=false/pidAlive=false/nextFallbackMin=null β€” confirmed hard crashes, not scheduled rests. No operator restart across any three across multiple observer cycles. Bear-Yosher's absence freezes the entire BinaryBet market and blocks settlement of expired deal #75. Vulture-Andrew's absence leaves LP-Maker equity book uncontested. Stacker-Massimo requires epoch patch","evidence":"Bear-Yosher: last wake w41 Jun 10 11:17 UTC; Vulture-Andrew: last wake w67 ~Jun 10 14:36 UTC; Stacker-Massimo: last wake w27 Jun 10 12:05 UTC; all three: 0 token spend in 5h window, 0 operator restart signals across consecutive runs","scope":"fleet","fix":"Restart all three; patch stacker-massimo MARKET_OPEN_EPOCH/MARKET_CLOSE_EPOCH to Jun 11 epochs first; verify bear-yosher can trigger settlement on expired deal #75 on restart"},{"severity":"critical","title":"sNVDA options #118 + #119 expire today β€” ~11h to first expiry","detail":"Option-Taker-Matheus holds sNVDA call #118 (strike $203.69, prem $0.25, exp ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, exp ~18:31 UTC Jun 11). Option-Writer has ~19h silence ahead (nextFallbackMin=1144). Combined $0.48 premium is at risk if both expire OTM. The 'custom settled ↔ Option-Taker-Matheus' entry in recent deals suggests one settlement occurred this cycle β€” verify which contract and whether the other requires","evidence":"Option-Taker summary: 'holds sNVDA call #118...put #119...unchanged since w26'; writer nextFallbackMin=1144; taker nextFallbackMin=650; 'custom settled ↔ Option-Taker-Matheus' in recent deal list","scope":"fleet","fix":"Evaluate sNVDA spot price vs $203.69 / $201.75 strikes before 17:37 UTC Jun 11; confirm which contract settled; ensure settlement path is exercisable for remaining live option"},{"severity":"warn","title":"Bear-Yosher deal #75 expired ~10h ago β€” capital locked, no settlement path","detail":"Deal #75 (BinaryBet ↔ Mimic-Ljuba, betExpiry epoch 1781139624 ~Jun 11 00:58 UTC) expired approximately 10 hours ago with no settlement call. Bear-Yosher crash blocks the winning side from claiming. Mimic-Ljuba (putative loser, openExposureUsd=0) has no incentive to initiate. Capital remains locked on-chain in a resolved-but-unclaimed bet.","evidence":"Bear-Yosher settled_deals frozen at 17; deal #75 'live' tag persists; bear-yosher armed=false since before expiry epoch; mimic-ljuba openExposureUsd=0 confirmed w71/w72","scope":"fleet","fix":"Restart bear-yosher β€” agent should detect expired deal on first wake and call settlement; alternatively, operator manually triggers on-chain settlement for deal #75"},{"severity":"warn","title":"Arb-Hunter-Tom frozen at 11 deals for 46+ consecutive waits β€” binary bet supply is the bottleneck","detail":"Oracle gap dissolved at w203 (23bps β†’ 0), removing the previously suspected direction-block. Deal counter unchanged at 11 across w197–w204. The actual bottleneck is binary bet supply: bear-yosher (sole binary bet poster) has been crashed for 1112m. Arb-Hunter's logic and watcher are sound β€” it is correctly waiting in a market with no inventory.","evidence":"Arb-Hunter: counter at 11 unchanged across 46+ waits; oracle 'caught up' w203; 0 binary bets on book confirmed; all 9 visible settled deals ↔ LP-Maker-Matheus (8) + Rebalancer-Lior (1) β€” swap fills only","scope":"fleet","fix":"Restart bear-yosher to restore binary bet supply; no changes needed to arb-hunter"},{"severity":"warn","title":"Index-Maker + Index-Taker: 22 null cycles β€” operator initialization required","detail":"Both agents have address=null, 0 wakes, 0 token spend across all 22 observer cycles. Zero IndexBasket intents in the full 1383-intent funnel. Not a crash β€” never started. Represents a complete untapped market segment.","evidence":"Both summaries: 'address=null, tokens_lifetime_usd=0, wakes=0, wake_script_source=null across all 22 cycles; 0 IndexBasket intents in full funnel history'","scope":"fleet","fix":"Operator: provision wallets, deploy wake scripts, initialize index-maker and index-taker β€” no SDK/core blocker identified"},{"severity":"ok","title":"LP-Maker full book 12/12 β€” fleet hub healthy, BTC gap resolved","detail":"BTC ask gap (flagged last run) resolved at w88 (intent #1278 posted at +15.1bps). 12/12 quotes live across ETH, BTC, SSV, sNVDA, sMSFT, sAAPL. Deals ticked 96β†’103 (+7 this cycle). 5 reliable counterparties. Deal velocity is taker-limited, not maker-limited β€” thin taker side is a market condition, not an LP quality issue.","evidence":"LP-Maker summary: 'BTC ask gap RESOLVED in w88, 12/12 full book achieved and held through w89/w90'; 10 of 12 open-book slots LP-Maker; w85–w90 show 0 fills despite tight quotes β€” taker drought confirmed","scope":"fleet","fix":"None β€” maintain current configuration; deal velocity improves as crashed counterparties restart"}],"fleetMoves":[{"scope":"fleet","action":"Restart bear-yosher immediately β€” single highest-leverage restart: unlocks BinaryBet market for Mimic-Ljuba and Arb-Hunter-Tom, triggers settlement of expired deal #75, and restores the only binary bet supply in the fleet"},{"scope":"fleet","action":"Restart vulture-andrew β€” restores equity/crypto discount hunting against LP-Maker's full 12-intent book; 38 historical deals at +$0.28/fill confirms taker efficiency; LP equity slots are currently uncontested"},{"scope":"fleet","action":"Patch stacker-massimo MARKET_OPEN_EPOCH + MARKET_CLOSE_EPOCH to Jun 11 13:30/20:00 UTC epochs, then restart β€” naive restart on stale Jun 10 hardcoded times will misfire and burn budget outside market hours"},{"scope":"fleet","action":"Evaluate sNVDA spot vs option-taker-matheus strikes ($203.69 call / $201.75 put) before 17:37 UTC Jun 11 β€” confirm which of #118/#119 is live, verify in/out-of-money status, and ensure settlement call is ready if either expires ITM"},{"scope":"fleet","action":"Provision and initialize index-maker + index-taker β€” 22 null cycles represent a fully untapped market segment with zero IndexBasket intents ever posted; no SDK blocker, pure operator initialization gap"}],"at":"2026-06-11T06:06:33.563Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, 3 CRASHED","healthDelta":"Marginally better β€” LP-Maker ticked 96β†’103 deals (+7 new fills, Arb-Hunter-Tom and Vulture-Andrew both active takers this cycle); three hard crashes (bear-yosher 1112m, stacker-massimo 962m, vulture-andrew 913m) unchanged; new time-sensitive element: sNVDA options #118/#119 held by option-taker-math","focusAreas":["Three hard crashes still offline (bear-yosher 1112m, stacker-massimo 962m, vulture-andrew 913m) β€” no operator restart across all three since prior run","LP-Maker is the only active liquidity hub: 103 deals, 10 open intents, $25.97 burn/5h β€” 12 of 12 open-book slots are LP-Maker or external wallets, zero internal diversity","Arb-Hunter-Tom deal counter frozen at 11 for 40+ consecutive waits β€” SSV oracle-leads-CEX block persists, structural problem not resolved","sNVDA call #118 (~17:37 UTC Jun 11) and put #119 (~18:31 UTC Jun 11) held by option-taker-matheus expire today β€” time-critical evaluation window","US market open ~13:30 UTC Jun 11 is the unlock event for both rebalancer-lior and swing-nikita β€” both armed and counting down","Bear-Yosher↔Mimic-Ljuba deal #75 (expiry epoch ~Jun 11 00:58 UTC, now 10+ hours past) still logged as 'live' β€” on-chain settlement status unconfirmed"],"perAgentFocus":{"arb-hunter-tom":"Deal counter shows 11 β€” is this still the frozen value from w202 (40+ consecutive waits), or has a new fill occurred? Does the SSV oracle-leads-CEX block (oracle +23bps over CEX, no above-CEX intent on book) still hold, or has LP-Maker post","bear-yosher":"Still hard-crashed (armed=false, pidAlive=false, 1112m dark) β€” have the two Bear-Yosher↔Mimic-Ljuba 'live' deals (including #75 with expiry epoch ~Jun 11 00:58 UTC, now well past) settled on-chain, and is there any operator restart signal t","index-maker":"Expected 22nd consecutive null cycle β€” confirm: any wallet provisioning event, any IndexBasket intent posted anywhere in the 1383-intent funnel, or any operator initialization signal?","index-taker":"Structurally inert while index-maker remains uninitialized β€” confirm another null cycle: zero wakes, zero tokens, no IndexBasket intents on book to audit or take?","lp-maker-matheus":"Deals ticked 95β†’103 (+8 since last summary) with Arb-Hunter-Tom and Vulture-Andrew as active takers β€” are all 10 current open intents fresh/non-duplicate, and which token pairs drove the +8 fills this cycle?","mimic-ljuba":"Bear-Yosher deal #75 (expired epoch ~Jun 11 00:58 UTC) still appeared as 'live' last run β€” has it finally settled or is the detail view still lagging? Did mimic-ljuba take any new counterparty positions, and what is the current openExposure","momentum-nikita":"Intent #1318 (25 USDC β†’ 11.79 SSV, 258 min remaining on open book) β€” has it been filled by any taker (LP-Maker, arb-hunter, external), or is it still resting? Any new wake or SSV momentum rotation since w22?","option-taker-matheus":"sNVDA call #118 (strike $203.69, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, expiry ~18:31 UTC Jun 11) expire TODAY β€” has option-taker-matheus woken to evaluate in-the-money status, and has option-writer-matheus posted any new a","option-writer-matheus":"Recent deals feed shows Option-Writer-Matheus ↔ Option-Taker-Matheus settled β€” is this the sNVDA pair from option-taker's holdings, confirming a fill? And have either Engine 1 (33+ consecutive monitor-only wakes) or Engine 2 (drift <Β±0.5%, ","polymarket-ljuba":"Holding sAAPL @ $290.79 with stop $277.34 / forward $303.75 β€” 950m since last wake, nextFallbackMin=851 confirms alive and waiting; has sAAPL breached the band or has any mispriced option/binary appeared on book this cycle to trigger a posi","rebalancer-lior":"Countdown to ~14:00 UTC Jun 11 fallback continues (nextFallbackMin=491, last wake 368m ago) β€” has the 13:30 UTC watch-loop trigger fired yet, and did rebalancer-lior execute a new capital slice (sMSFT approval was pending per prior summary)","stacker-massimo":"Hard-crashed 962m (wake script hardcodes stale Jun 10 MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000, both now expired) β€” any operator restart signal? If restarted today, would the stale guard pass immediately and trigger a ","swing-nikita":"Armed for US market open ~13:30 UTC Jun 11 (nextFallbackMin=581, up from 524 last run β€” confirm not a regression) β€” has the market-open trigger fired yet, and has sNVDA stretched past the -1.5% threshold that would unlock a buy slice?","vulture-andrew":"Hard-crashed 913m, all bait intents expired, open_intents=0 β€” any operator restart signal? With LP-Maker's full 10-intent book active (ETH, sMSFT, sNVDA, BTC, SSV, sAAPL pairs), which specific intents would vulture-andrew target as misprice"},"ctas":[{"scope":"fleet","text":"Restart bear-yosher (1112m dark), stacker-massimo (962m dark), and vulture-andrew (913m dark) β€” all three confirmed hard crashes (armed=false, pidAlive=false); no self-recovery possible, operator acti"},{"scope":"fleet","text":"Initialize index-maker and index-taker β€” 22nd consecutive null cycle, zero IndexBasket intents in the 1383-intent funnel, an entire market segment is dead with no self-start path"},{"scope":"agent","text":"option-taker-matheus: sNVDA call #118 and put #119 expire today at ~17:37 and ~18:31 UTC Jun 11 β€” verify the agent will wake and evaluate in-the-money status before expiry; 678m since last wake is a c"},{"scope":"agent","text":"arb-hunter-tom: after 40+ consecutive waits with oracle-leads-CEX structural block, diagnose whether the watcher should filter specifically for above-CEX-priced intents rather than any book presence β€”"},{"scope":"agent","text":"mimic-ljuba: resolve Bear-Yosher deal #75 accounting (expired epoch ~Jun 11 00:58 UTC, 10+ hours past) β€” confirm on-chain settlement so openExposureUsd reflects true position before any new bets are t"}],"at":"2026-06-11T05:52:04.204Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T07:14:15.104Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":34.09,"used7d":null,"used7dUsd":657.42,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":23.4,"estPct7d":45.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":66.5,"estPct7d":110.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":47,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":89.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":37595109,"w7":807861601,"tot":807861601},"haiku":{"w5":20901481,"w7":293683525,"tot":293683525}},"fleet":{"agentsUp":12,"lifetimeTokens":1101564937,"lifetimeUsd":657.42,"sessions":3878,"deals":138,"openIntents":19,"totalIntents":1408},"oracle":{"USDC":1,"ETH":1651.66,"BTC":62597.67,"SSV":2.21,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T07:05:38.195Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":15,"msgs":306,"total":14506795,"totalUsd":7.64,"w5":953449,"w5Usd":0.53,"w5PctPool":0.4,"w7":14506795,"w7Usd":7.64,"w7PctPool":0.6,"w5Son":953449,"w7Son":12392580,"hourly":[0,0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0,0.66,0.52,1.82,0.45,0,0,0],"lastWake":{"ts":"2026-06-11T05:05:10.972Z","tokens":953449,"usd":0.53,"msgs":22}},"onchain":{"deals":11,"openIntents":0,"balanceUsd":100.47,"realizedPnl":0.46,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1239,"wakes":205,"firstWakeMs":1780927992000,"lastWakeMs":1781160240000,"ageMin":30,"lastWhy":"bestTake=null on both surfaces. 0 binary bets. 0 fundable swap edges β‰₯10bps. Oracle +36bps above CEX on SSV but no poste","repeatWakes":191,"avgGapMin":19,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781162002430,"watching":"new mSSV intent with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Counter confirmed frozen at 11 through w204 β€” now 46+ consecutive waits (w197–w204 all 'No fill'). Key update since last summary: the 23bps oracle-leads-CEX block that held at w201 dissolved by w203 ('oracle caught up'), removing that structural edge-direction barrier. Despite this, no fill materialized β€” still no binary bets on book and all new swap intents","badge":"OPPORTUNITY DROUGHT","confidence":"high","bottomLine":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"All 9 visible settled deals are ↔ LP-Maker-Matheus (8) + Rebalancer-Lior (1); LP-Maker active at 103 deals but not posting SSV swaps with β‰₯10bps above-CEX edge arb-hunter can take; bear-yosher (primary binary bet poster) crashed 1112m β€” zero binary bets on book at w197–w204; oracle gap dissolved w20"},"reasoningRead":"Sound and on-mission. Each wake correctly checks both SSV surfaces (buy + sell edge) against live Binance feed, applies the 10bps floor, and documents exactly why no action was taken (needsApproval, wrong asset, sub-floor, no bets). The oracle-catch-up observation at w203 is accurate self-diagnosis. No churn, no mis-classified stales, no drift. The only concern is that the agent is solving a solva","wakeTriggers":["New intent ID above HIGH_WATER=1383 with SSV buy-edge (taker pays USDC, receives mSSV β‰₯10bps below CEX) or sell-edge (taker gives mSSV, receives USDC β‰₯10bps abo","New intent matching BINARY_BET_HASHES template (fires immediately on appearance)","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible settled deals; active at 103 total; but current posted intents don't clear the 10bps edge floor for arb-hunter","available":"active, 10 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts SSV swaps when rebalancing; armed and counting down to US market open ~13:30 UTC β€” likely to post new intents then","available":"armed, pre-market-open"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster β€” arb-hunter's binary surface depends on bear-yosher being alive; deal #75 still in limbo","available":"CRASHED 1112m, no restart"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents that could create exploitable gaps; has 38 deals of history","available":"CRASHED 913m, no restart"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher is book-aware (HIGH_WATER=1383 baseline, seenIds dedup), scans all new intents above watermark each poll, and the main loop independently confirmed bestTake=null at w203 and w204. No above-floor intent appeared on either surface.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER + seenIds baseline prevents stale-intent fires on startup β€” correct for a pure-taker that must not re-evaluate already-processed intents","Monitors both SSV buy-edge AND sell-edge directions β€” catches whichever side LP-Maker or others happen to post","Binary bet hashes hard-coded as immediate wake trigger β€” zero latency on the agent's primary high-value surface","30-min fallback is appropriate cadence for an arb hunter (not sub-minute polling, not hours-patient)","SSV CEX feed cached with 30s TTL β€” avoids Binance rate-limiting on tight poll loops"],"lacking":["Binary bet wake fires on appearance alone, not near-expiry β€” agent's main loop will filter, but causes unnecessary wakes on far-dated bets (low cost, acceptable","ORACLE_SYMBOL map only covers BTC/ETH β€” if binary bets on other assets appear, the oracle mismatch check is blind to them","Wake script source truncated at buy-edge check β€” cannot verify the full USDCβ†’mSSV edge logic, but visible structure is consistent with mission"],"suggestedChange":"Add a near-expiry pre-filter to binary bet wake (e.g., only fire if intent expiry is within NEAR_EXPIRY_SEC=1800) β€” reduces wasted wakes on far-dated bets while keeping the latency-arb trigger tight for near-decided ones."},"issues":[{"scope":"agent","title":"Binary bet supply chain offline","detail":"bear-yosher (primary binary bet poster) crashed 1112m, vulture-andrew crashed 913m β€” arb-hunter's highest-value surface (binary bets) has had zero new supply for the entire prior-run and current-run window; w197–w204 all log '0 binary bets on book'","fix":"Operator restart of bear-yosher unblocks arb-hunter's primary surface immediately; no agent-side change needed"},{"scope":"agent","title":"LP-Maker swap intents not clearing arb-hunter's 10bps floor","detail":"LP-Maker is active (103 deals, 10 open intents) but its posted SSV intents are priced inside the 10bps edge floor β€” arb-hunter's only active liquid counterparty isn't generating exploitable gaps on the swap surface; all new mSSV intents (#1364/#1365, etc.) log as taker-negative","fix":"No agent fix warranted β€” LP-Maker is correctly pricing near mid; the fix is binary bet supply (above) or a new taker-edge-aware maker posting above-CEX SSV intents"},{"scope":"agent","title":"Portfolio USDC balance ($84.01) idle, no deployed capital","detail":"Agent holds $84.01 USDC + 1.7714 SSV (~$100.47 portfolio) with 0 open intents and 0 fills in 46+ wakes; realized PnL $0.48 on $7.64 lifetime token spend β€” marginal alpha at current opportunity rate","fix":"No immediate change β€” agent is correctly waiting for edge; consider whether mission scope could expand to other asset pairs if SSV arb remains structurally thin"}],"assessment":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0,1.17],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1198,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1197,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"23rd consecutive null cycle β€” state bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning event detected this cycle. Not a crash; never initialized. Index-taker is in the same undeployed state, so the entire IndexBasket market segmen","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero change since last run. 0 tokens lifetime, 0 wakes, null wake_script, watcher fully dark (armed=false, pidAlive=false, nextFallbackMin=null). No operator provisioning signal has occurred. This is structural non-deployment, not a crash β€” the agent has never run.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, tokens_lifetime_usd=0, wakes=0, settled_deals=not-indexed β€” all null/zero across all 23 observed cycles. Zero IndexBasket intents in the full 1383-intent funnel (Step-1 context). index-taker is equally undeployed, confirming the e"},"reasoningRead":"N/A β€” agent has never produced a reasoning trace. No LLM calls, no wake script, no intent posted. Cannot assess reasoning quality until deployed.","wakeTriggers":["MISSING: no wake script loaded β€” nothing fires this agent","MISSING: no fallback timer β€” no scheduled retry path exists","MISSING: no wallet address β€” cannot post intents even if woken"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of index-maker's LONG IndexBasket intents β€” the canonical counterparty pair, but also undeployed (health=unk","available":"undeployed β€” same null state"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has no wallet and has never posted an intent; index-taker (its only natural counterparty) is also undeployed, so even a provisioned index-maker would face zero takers today","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null","No watcher armed β€” no trigger path of any kind","No wallet address β€” cannot interact with the chain"],"suggestedChange":"Operator must provision a wallet and deploy a wake script before any analysis of watcher fit-to-mission is possible; the single highest-leverage move is wallet initialization."},"issues":[{"scope":"agent","title":"Agent never initialized β€” no wallet, no wake script","detail":"23 consecutive null cycles. wake_script_source=null, watcher fully dark, 0 lifetime tokens, 0 wakes. No provisioning event detected in any observed cycle.","fix":"Operator action required: provision a wallet address, deploy a wake script, and arm the watcher. Until then this agent cannot be analyzed further."},{"scope":"agent","title":"IndexBasket market segment entirely dark β€” both maker and taker undeployed","detail":"index-maker and index-taker are the only two agents for this market segment; both show health=unknown, 0 deals, null state. Zero IndexBasket intents appear in the 1383-intent funnel. The market has never cleared.","fix":"Both agents must be deployed together β€” deploying only index-maker produces no deals if index-taker remains uninitialized."}],"assessment":"Zero change since last run. 0 tokens lifetime, 0 wakes, null wake_script, watcher fully dark (armed=false, pidAlive=false, nextFallbackMin=null). No operator provisioning signal has occurred. This is structural non-deployment, not a crash β€” the agent has never run."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"23rd consecutive null cycle β€” zero delta confirmed again. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens, $0 lifetime spend. Focus question answered: index-maker remains in null/undeployed state (health=unknown, 0 deals, 0 wakes) and no IndexBasket intents exist anywhere in the 1400-intent funnel β€” confirmed dead pair. Noth","badge":"UNDEPLOYED PAIR","confidence":"high","bottomLine":"Index-taker has never run a single wake cycle across its entire lifetime ($0, 0 wakes). Its sole counterparty index-maker is equally uninitialized. The 1400-intent funnel contains zero IndexBasket intents from any source β€” this is a fully undeployed feature pair, not a struggling agent.","rootCause":{"class":"counterparty-starved","evidence":"index-maker: health=unknown, 0 deals, 0 wakes, wake_script_source=null. 1400-intent funnel: 0 IndexBasket intents posted by any party, ever. Index-taker fail-closed design means it correctly does nothing when no auditable LONG IndexBasket intent exists."},"reasoningRead":"Unmeasurable β€” 0 wakes means no reasoning has ever executed. The mission design (audit-then-take, fail-closed) is sound, but the precondition (a live index-maker posting auditable IndexBasket intents) has never been met. No churn, no wrong-problem solving β€” simply never started.","wakeTriggers":["MISSING: any wake trigger β€” wake_script_source=null, armed=false, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole designed counterparty; posts LONG IndexBasket, index-taker takes SHORT side","available":"undeployed β€” health=unknown, 0 deals, 0 "}],"reliableCounterparties":0,"missedOpportunities":"none β€” zero IndexBasket intents exist in the 1400-intent funnel from any party; nothing was takeable","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher deployed at all","armed=false, pidAlive=false β€” agent is fully dark with no restart mechanism","no fallback timer set"],"suggestedChange":"Deploy index-maker first; until it posts a live IndexBasket intent there is no correct wake trigger for index-taker to poll. Deploying index-taker's watcher in isolation is wasted work."},"issues":[{"scope":"agent","title":"Index pair fully undeployed β€” both sides dark","detail":"index-maker and index-taker have never woken, never spent tokens, and no IndexBasket intents exist in the entire 1400-intent funnel. This is a feature pair awaiting operator deployment, not an agent in operation.","fix":"Operator action required: deploy and fund index-maker first (wallet provisioning + wake script), confirm it posts at least one IndexBasket intent, then deploy index-taker's watcher to poll for it."},{"scope":"agent","title":"Dead pair consumes roster slot with zero liquidity contribution","detail":"23 consecutive null cycles with zero activity. The IndexBasket market cannot form without both sides. No other agent in the fleet trades IndexBasket, so there is no partial-path workaround.","fix":"Prioritize index-maker deployment or deprioritize the index pair entirely to free operator attention for the 3 active crashed agents (Bear-Yosher 1172 min, Stacker-Massimo 1022 min, Vulture-Andrew 973 min) which have real deal history worth recovering."}],"assessment":"Index-taker has never run a single wake cycle across its entire lifetime ($0, 0 wakes). Its sole counterparty index-maker is equally uninitialized. The 1400-intent funnel contains zero IndexBasket intents from any source β€” this is a fully undeployed feature pair, not a struggling agent."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":474,"msgs":10648,"total":662554378,"totalUsd":376.46,"w5":50122442,"w5Usd":24.33,"w5PctPool":20,"w7":662554378,"w7Usd":376.46,"w7PctPool":27.6,"w5Son":29817028,"w7Son":528581013,"hourly":[7.11,5.02,3.25,4.73,4.22,6.24,8.15,8.53,5.87,7.66,22.29,27.09,13.44,3.68,2.23,16.23,23.51,13.72,12.95,18.97,9.78,11.5,6.76,0],"lastWake":{"ts":"2026-06-11T07:14:02.195Z","tokens":385284,"usd":0.44,"msgs":8}},"onchain":{"deals":103,"openIntents":12,"balanceUsd":746.47,"realizedPnl":4.24,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1345,"wakes":103,"firstWakeMs":1781018900000,"lastWakeMs":1781161680000,"ageMin":6,"lastWhy":"Cluster I was 261-513s from expiry. Reposted at current oracle mids. SSV bid widened to 50bps (base35+skew15, short SSV)","repeatWakes":93,"avgGapMin":24,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781164017830,"watching":"Cluster L pre-expiry ts 1781162712 (~07:15 UTC) or oracle guard or fillable intent | 45min fallback","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":20,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0,0.24,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1239,"wakes":92,"firstWakeMs":1780927020000,"lastWakeMs":1781158424000,"ageMin":61,"lastWhy":"Board empty of binary flow. No β‰₯3pp taker-edge opportunity. One deliberate move rule enforced.","repeatWakes":61,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781165290650,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":54}},"verdict":{"summary":"2 stale 'live' Bear-Yosher entries persist in settled_deals_detail (down from 3 last run, unchanged this run), but openExposureUsd=0 across w71/w72/w73 confirms no real economic exposure β€” deal #75 is settled/expired, the 'live' labels are a display artifact. Board has been empty of BinaryBets for 14 consecutive wakes (w60β†’w73); agent correctly holding $63.6","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Deal #75 is settled (zero economic exposure across 3 wakes); the 'live' label is stale display data. Mimic has no actionable binary flow for 14 straight wakes β€” this is fully explained by Bear-Yosher and Vulture-Andrew both being hard-crashed. $63.62 USDC capital preserved intact, watcher fires in ~10 min.","rootCause":{"class":"counterparty-starved","evidence":"Board structurally empty of BinaryBets w60–w73 (14 wakes); Bear-Yosher 1172 min dark (armed=false/pidAlive=false), Vulture-Andrew 973 min dark (armed=false/pidAlive=false) β€” the two agents responsible for most binary bet supply. Option-Writer-Matheus has a binary bet component but is not visibly pos"},"reasoningRead":"Sound, solving the right problem. The agent correctly identifies the board as structurally empty (not temporarily thin), holds full capital at zero exposure, and applies the β‰₯3pp edge floor discipline consistently. No churn in the economic sense β€” the 60 repeat wakes are zero-LLM fallback fires, not LLM-burn loops. The only mild concern is that 60 repeat wakes out of 91 (66%) is high, but this ref","wakeTriggers":["New BinaryBet intent arrives on board (template hash 0x09cd...060c, newMatches pattern β€” baseline-seeded, won't fire on pre-existing entries)","60-minute fallback for market refresh (price moves, new flow)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary historical counterparty β€” 2 of 16 settled deals; posts BinaryBets Mimic mirrors/takes","available":"HARD CRASHED β€” 1172 min dark, armed=fals"},{"agent":"vulture-andrew","fit":"yes","why":"Posted bait BinaryBets (BTC, sMSFT, sAAPL, USDCβ†’sNVDA) pre-crash; Mimic could take","available":"HARD CRASHED β€” 973 min dark, armed=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"Has a contrarian BinaryBet component (30% of engine); not currently posting any binary bet visible on the board with β‰₯3pp edge","available":"ok β€” but not producing actionable binary"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes near-decided binaries, doesn't post them; same supply-starvation problem, not a source for Mimic","available":"ok but frozen at 11 deals, also waiting "}],"reliableCounterparties":0,"missedOpportunities":"None β€” board confirmed empty of BinaryBets with β‰₯3pp taker edge for all 14 wakes (w60–w73). Nothing to take or mirror. Cannot measure missed opportunities further because the book genuinely has no qualifying flow.","wakeScript":{"wellReasonedForMission":true,"good":["Watches exactly the BinaryBet template hash β€” the one thing Mimic acts on","Uses newMatches with a baseline-seeded seen-set: fires on new arrivals only, won't trigger on stale book entries","Zero-LLM watcher β€” no token burn between wakes","60-min fallback is appropriate cadence for a patient copy-trader (crypto 24/7, stocks market-hours gated)","Armed + pidAlive=true, nextFallbackMin=10 β€” alive and imminently firing"],"lacking":["No distinction between crypto-eligible and equity-hours BinaryBets β€” during off-hours the fallback fires but Mimic can't act on stock bets anyway; minor efficie"],"suggestedChange":"Add an inline comment (or label extension) noting when Bear-Yosher / Vulture-Andrew restart to signal that supply is likely to return β€” purely operational context, the logic itself is sound."},"issues":[{"scope":"core","title":"Stale 'live' labels on settled/expired deals","detail":"Two Bear-Yosher deals show status='live' in settled_deals_detail despite openExposureUsd=0 across multiple wakes. Deal #75 expired epoch ~Jun 11 00:58 UTC (6h+ ago) but was not updated. No economic impact but degrades observability and the board display.","fix":"Reconcile deal status against on-chain settlement in the data pipeline; any deal past its epoch deadline should be marked expired/settled regardless of counterparty ack."},{"scope":"agent","title":"Binary bet supply evaporated β€” two primary posters hard-crashed","detail":"Bear-Yosher (1172 min dark) and Vulture-Andrew (973 min dark) account for the vast majority of BinaryBet supply Mimic depends on. Both armed=false/pidAlive=false with zero restart signals. Mimic's correct behavior (hold) will persist until supply returns.","fix":"Operator restart of Bear-Yosher and/or Vulture-Andrew is the single highest-leverage action to unblock Mimic. No agent-level fix exists β€” this is a fleet supply problem."}],"assessment":"Deal #75 is settled (zero economic exposure across 3 wakes); the 'live' label is stale display data. Mimic has no actionable binary flow for 14 straight wakes β€” this is fully explained by Bear-Yosher and Vulture-Andrew both being hard-crashed. $63.62 USDC capital preserved intact, watcher fires in ~10 min."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":1510699,"w5Usd":0.84,"w5PctPool":0.6,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1510699,"w7Son":4168094,"hourly":[0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.37,"realizedPnl":0.37,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1257,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":309,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":237}},"verdict":{"summary":"Prior baseline-staleness concern (flagged at w17, ~428 min ago) is now resolved β€” agent executed aggressively through w18–w22, building SSV position to 8 tokens on a 10pp+ momentum signal (strongest in 22 wakes per w22 log). Portfolio at w22: $75.15 USDC + $7.44 BTC + $17.68 SSV. Open intent #1318 (25 USDC β†’ 11.31 SSV at $2.21) is a resting order posted at w","badge":"SSV MOMENTUM LIVE","confidence":"high","bottomLine":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC.","rootCause":{"class":"maker-only","evidence":"All 5 settled deals are LP-Maker-Matheus (3), Rebalancer-Lior (1), LP-Maker again (1). Intent #1318 is a resting 25 USDCβ†’11.31 SSV bid waiting for a SSV seller; no SSV sellers currently on book (watcher has not fired on newMatches). Market's fault β€” not agent's."},"reasoningRead":"Sound and on-mission. w19–w22 show disciplined signal validation (fast + slow lookbacks both above 2pp threshold), momentum confirmation across multiple timeframes, and incremental position building with BTC laggard trimmed at oracle. No re-deriving-in-place churn. The one blind spot is rate-drift: intent is posted at a fixed $2.21/SSV with no re-pricing mechanism until expiry or a fallback wake f","wakeTriggers":["intent #1318 resolved (filled or expired via ownIntentResolved poll every 60s)","new SSV seller appears on book (newMatches against isSSVSeller filter)","US market open 13:30 UTC Jun 11 (effectiveDeadline = min(8h fallback, US_OPEN_MS))","8h fallback ~08:30 UTC Jun 11","MISSING: oracle price drift check β€” if SSV moves >1–2pp from $2.21 since w22, no early re-wake fires; intent silently mispriced until expiry"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active hub, 8 open intents, 3 of 5 momentum deals settled here; could hold SSV inventory","available":"ok β€” active, 100 deals, reposts frequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled 1 swap with momentum-nikita; DCA-style so may periodically give SSV for USDC","available":"ok β€” health ok"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes SSV intents (buys SSV), doesn't give SSV β€” opposite direction to intent #1318","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV is stretched above trailing avg, swing-nikita may sell/give SSV","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identified. Arb-Hunter SSV gap (flagged in Step-1) is directionally opposite β€” Arb-Hunter takes SSV (wants SSV) not gives it, so no cross with intent #1318. Watcher is polling for new SSV sellers every 60s; if one appeared, it would have fired.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved catches fill or expiry without waiting for fallback","newMatches + isSSVSeller filter directly serves the mission (take the next SSV seller)","US market open trigger correct β€” agent must re-rank with stocks when equities open","effectiveDeadline = min(fallback, US_OPEN_MS) cleanly prevents oversleeping past stocks","60s poll cadence appropriate β€” not sub-minute spam, actionable on book events"],"lacking":["No oracle price drift check: intent #1318 posted at $2.21/SSV 25 min ago with no mechanism to detect SSV moving materially; if SSV is now $2.35, the resting bid","Watcher baseline (seenIntents) is set once at first loop β€” if watcher restarts mid-session, seenIntents resets and new-seller logic skips one tick"],"suggestedChange":"Add an oracle price check each loop iteration: if abs(currentSSVPrice - 2.21) / 2.21 > 0.015, call fireWake('SSV oracle drifted X% from posted rate β€” re-price intent'). This is the single highest-value change: it converts a 7.5h blind wait "},"issues":[{"scope":"agent","title":"Intent #1318 has no oracle-drift guard","detail":"Watcher polls for fill/expiry and new sellers but never compares current SSV oracle price to the posted $2.21 rate. A >1.5% move since w22 (25 min ago) makes the intent silently stale until it expires at ~08:24 UTC or fallback fires at ~08:30 UTC β€” wasting up to 7.5h of potential re-pricing.","fix":"In runWatchLoop body, after fetching belt: fetch SSV oracle price, compute drift from 2.21; if |drift| > 0.015 call fireWake with reason string. One oracle read per 60s loop tick."},{"scope":"agent","title":"seenIntents baseline resets on watcher restart","detail":"seenIntents is initialized to null and set on first loop tick. If the process restarts mid-session (as happened at w15), the first tick re-baselines and skips firing on any sellers already on book β€” a one-tick delay in a fast market.","fix":"Persist seenIntents to data/wake/seen-intents.json on each update and reload on startup; fall back to empty set if file missing (fire on all current sellers at first tick, which is acceptable)."}],"assessment":"Agent is healthy and executing correctly. The 10pp+ SSV momentum signal confirmed across 4 consecutive wakes (w19–w22) makes the prior staleness concern obsolete. The live risk is narrow: intent #1318 at $2.21/SSV has no oracle-price check in the watcher β€” a post-w22 SSV price move makes the posted rate quietly wrong without triggering a re-wake until expiry at ~08:24 UTC."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1242,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":763,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":579}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.67,0.47],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.52,"realizedPnl":-11.49,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1242,"wakes":79,"firstWakeMs":1780947228000,"lastWakeMs":1781160853000,"ageMin":20,"lastWhy":"Engine 1 paused since wake 38 due to 7 consecutive unfilled options (wakes 26–37) exhausting buyer-demand signal. Market","repeatWakes":15,"avgGapMin":46,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781168435635,"watching":"vol β‰₯1%, ranking rotation, or new buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":106}},"verdict":{"summary":"Now w78, still ~41 consecutive monitor-only wakes since Engine 1 paused at w37. The 'custom settled ↔ Option-Taker-Matheus' entry in settled_deals_detail confirms one sNVDA option (likely #118 call, ~17:37 UTC per prior context) did settle this cycle. Despite the settlement, Engine 2 inventory remains 69.7% vs 70% target (Β±0.3% β€” well inside the Β±5% rebalanc","badge":"OPTIONS PAUSED β€” WAITING","confidence":"high","bottomLine":"One sNVDA option settled with Option-Taker-Matheus (confirmed in settled_deals_detail), but it did not perturb the portfolio: Engine 2 remains 69.7% vs 70% target, Engine 1 still has zero buyer signal after 41 wakes. Book $96.47, drawdown βˆ’3.53% vs βˆ’20% halt β€” stable and correctly waiting. The second sNVDA option (#119 put, ~18:31 UTC) has not yet appeared in settled data.","rootCause":{"class":"maker-only","evidence":"Engine 1 has written 0 new options since w37 because 7 prior writes (w26–w37) went unfilled β€” zero buyer option intents on book for 41 consecutive wakes. Option-Taker-Matheus is the sole confirmed buyer (4 deals total) but has not posted a new buying intent since the last settlement."},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes Engine 1 (option-writing, needs buyer demand signal) from Engine 2 (portfolio rebalance, needs drift β‰₯Β±5%). It is not re-deriving cold each wake β€” w71–w78 consistently reference the same pause logic and correct thresholds. The risk: it is solving the right problem (buyer-demand gate) but the gate condition 'new non-swap intent' in the watche","wakeTriggers":["vol spike β‰₯1% on ETH/BTC/sNVDA/sMSFT vs baseline (fires Engine 1 reassessment)","any new non-swap intent on book (proxy for buyer option demand)","120-min fallback (correct patient cadence for option-writing)","MISSING: settlement-specific trigger β€” a just-settled option may free Engine 1 premium capacity, but no post-settlement wake fires automatically unless vol or n"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"sole confirmed option buyer (4 deals); mission is to buy cheap/near-decided options β€” direct match","available":"ok, 4 deals, last wake 2 min ago by cont"},{"agent":"polymarket-ljuba","fit":"maybe","why":"mission includes buying mispriced options; only 2 deals lifetime β€” limited track record as option buyer","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” Engine 1 is intentionally paused (buyer-demand exhausted proof); Engine 2 has no drift β‰₯5% to act on. The option settlement with Option-Taker-Matheus settled rather than creating a missed take opportunity. No swap intents visible that Engine 2 should have acted on given 69.7% vs 70% target is inside band.","wakeScript":{"wellReasonedForMission":true,"good":["vol β‰₯1% spike on key assets correctly signals Engine 1 reassessment opportunity","120-min fallback is well-matched to patient option-writing cadence","zero-LLM and cannot fire spuriously on a non-empty book β€” correct","non-swap intent proxy is a reasonable buyer-demand heuristic"],"lacking":["non-swap trigger fires on BinaryBets and custom intents unrelated to option buying β€” wastes a wake on irrelevant activity","baseline prices frozen at first poll: slow accumulated drift (e.g. 0.8% over 2h) never fires even if meaningful for Engine 1 reassessment","no settlement-event trigger: a just-settled option could free premium capacity in Engine 1, but this isn't monitored"],"suggestedChange":"Narrow the non-swap intent filter to templateName.includes('Option') β€” false fires on BinaryBets/custom intents are the most wasteful issue; a single-line change eliminates spurious wakes without losing any real buyer signal."},"issues":[{"scope":"agent","title":"Non-swap trigger too broad β€” fires on BinaryBets and custom intents","detail":"The watcher fires on `i.kind !== 'swap'` which includes BinaryBets, IndexBasket, and other custom intents. Each false fire costs a full LLM wake (~$0.15) to conclude HOLD.","fix":"Add `&& i.templateName?.includes('Option')` (or equivalent kind check) to the newIntents filter in current.ts"},{"scope":"agent","title":"Engine 1 buyer-demand reset logic may be overly conservative post-settlement","detail":"7 consecutive unfilled writes (w26–37) set the buyer-demand-exhausted flag. Now that one option settled with Option-Taker-Matheus, there is renewed evidence of buyer appetite β€” but Engine 1 still waits for a new explicit buyer intent before resuming. The agent may be holding a valid option-writing o","fix":"Consider treating a confirmed settlement with Option-Taker-Matheus as partial buyer-demand evidence β€” reset the exhaustion counter or lower the resume threshold from 'new buyer intent on book' to 'settlement within last N wakes + vol signal'."},{"scope":"agent","title":"Baseline price staleness in vol trigger","detail":"baselinePrices is set once at first poll and never refreshed. After 120 min, a slow 0.8% move goes undetected while a sharp 1% reversal would overshoot and not refire (baseline stays at original value). This could delay Engine 1 wakeup after a slow trend.","fix":"Roll baseline forward each iteration (or use a 30-min rolling window) so vol detection remains sensitive to recent direction."}],"assessment":"One sNVDA option settled with Option-Taker-Matheus (confirmed in settled_deals_detail), but it did not perturb the portfolio: Engine 2 remains 69.7% vs 70% target, Engine 1 still has zero buyer signal after 41 wakes. Book $96.47, drawdown βˆ’3.53% vs βˆ’20% halt β€” stable and correctly waiting. The second sNVDA option (#119 put, ~18:31 UTC) has not yet appeared in settled data."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1239,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1035,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":766}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 832 min (prior summary) to 1017 min β€” nextFallbackMin 969β†’784 confirms exactly ~185 min elapsed, mechanically consistent. Agent is ALIVE (armed=true, pidAlive=true); the long dark is correct resting between triggers. Watcher will fire at J","badge":"HOLDING, SWAP BLIND","confidence":"high","bottomLine":"Agent is alive and mechanically sound β€” 1017 min dark is resting, not crashed. The single actionable risk this cycle: LP-Maker's active sAAPL swap intents (the natural exit vehicle for 0.085722 sAAPL) will not fire the watcher because the new-intent filter excludes kind='swap'. The agent will miss favorable exit windows for ~784 min until the Jun11 20:00 UTC fallback.","rootCause":{"class":"structural","evidence":"2 settled deals total (realized_pnl +$0.75); 26 wakes finding no mispriced Options/BinaryBets on book β€” this is a thin-book / no-opportunity condition, not agent failure. sAAPL position is the sole live exposure; exit path runs through LP-Maker swaps which the watcher cannot see."},"reasoningRead":"Sound for the hold phase β€” w19–w25 correctly identify edge erosion (1.5–3.1%) as expected convergence behavior and hold appropriately; w26's proactive approval of sAAPL before horizon is good forward planning. The reasoning is solving the right problem (don't exit early, protect the edge), but the watcher implementation creates a blind spot on the exit side that the agent's own reasoning hasn't ca","wakeTriggers":["sAAPL oracle price <= $277.34 (stop, 60s poll)","sAAPL oracle price >= $303.75 (forward, 60s poll)","nowTs >= horizonTs (Jun12 20:00 UTC blockchain time)","New intent with kind='binary'|'option'|'unknown' appears on book","Fallback: Jun11 20:00 UTC (~784 min)","MISSING: new swap intent with kind='swap' accepting sAAPL β€” LP-Maker's active sAAPL swaps are invisible to this watcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"103 deals, active sAAPL intents on both sides per Step-1 β€” natural exit counterparty for 0.085722 sAAPL, but polymarket-ljuba's watcher cann","available":"alive, 12 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap agent, could cross sAAPL if in target portfolio mix","available":"armed, locked until 13:30 UTC today"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via delivered swaps β€” could buy sAAPL if stretched below trailing average","available":"armed, locked until 13:30 UTC today"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for swap exits: watcher is blind to swap intents (kind='swap') so LP-Maker's active sAAPL intents may represent missed exit windows across the 1017 min dark. No mispriced Options/BinaryBets missed β€” book has had none for 1017 min per w19–w25 confirms.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM, 60s poll β€” correct cadence for a price-triggered hold","Stop ($277.34) and forward ($303.75) monitored on every tick β€” no gaps on the primary exit conditions","Reads horizonTs from state.json with hardcoded fallback β€” robust to state corruption","Jun11 20:00 UTC fallback (24h before expiry) is correct 'assess exit candidates' trigger","FALLBACK_MS clamped to max(computed, 4h) prevents sub-4h accidental scheduling"],"lacking":["New-intent filter is `kind === 'unknown' || kind === 'binary' || kind === 'option'` β€” excludes kind='swap', making LP-Maker's sAAPL swap intents invisible for ~","No check for whether horizonTs has already passed on init (edge case if watcher restarts near expiry)"],"suggestedChange":"Add `i.kind === 'swap'` to the new-intent filter, scoped to intents that accept sAAPL (check intent fields for sAAPL as the 'give' or 'want' asset). This is one line and closes the only meaningful blind spot: LP-Maker's active sAAPL swap in"},"issues":[{"scope":"agent","title":"Watcher blind to swap exit candidates","detail":"New-intent filter (`kind === 'unknown' || kind === 'binary' || kind === 'option'`) excludes swap intents. LP-Maker has active sAAPL swaps on both sides right now and polymarket-ljuba will not see them for ~784 min. Given the Jun12 20:00 UTC horizon, this 13h window matters.","fix":"In runWatchLoop, extend the new-intent filter to include `i.kind === 'swap'` where the intent involves sAAPL (either as giveToken or wantToken). Consider also adding a secondary check: if an intent could serve as a direct exit for the open sAAPL position, fire regardless of kind."},{"scope":"agent","title":"Edge erosion reported but not acted on","detail":"w22–w24 report edge eroded to 1.5–3.1% but the agent continues to hold. Given LP-Maker's active sAAPL swap intents (natural exit at near-oracle price), the agent should at least evaluate whether exiting now at 1.5% edge loss is preferable to holding through the Jun12 expiry with further erosion risk","fix":"At the Jun11 20:00 UTC fallback wake, explicitly compare current oracle price vs entry, compute remaining expected edge vs LP-Maker's current swap spread, and decide exit vs hold β€” do not auto-hold to expiry if a clean LP-Maker exit exists near oracle mid."}],"assessment":"Agent is alive and mechanically sound β€” 1017 min dark is resting, not crashed. The single actionable risk this cycle: LP-Maker's active sAAPL swap intents (the natural exit vehicle for 0.085722 sAAPL) will not fire the watcher because the new-intent filter excludes kind='swap'. The agent will miss favorable exit windows for ~784 min until the Jun11 20:00 UTC fallback."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.21,0.88,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.48,"realizedPnl":-0.53,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1345,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":453,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":406}},"verdict":{"summary":"Countdown continues on schedule: nextFallbackMin 489β†’431β†’424 (65 min total decay from prior summary at ~06:06 UTC), consistent 1:1 elapsed-time burn confirms watcher is mechanically healthy. Current time inferred ~07:11 UTC Jun 11. 13:30 UTC market-open trigger fires in ~379 min β€” well before the 424-min fallback β€” so it remains the first expected wake. No c","badge":"PATIENT, ON SCHEDULE","confidence":"high","bottomLine":"Decay rate 489β†’424 = 65 min over ~65 real minutes; 1:1 confirmed, watcher alive. 13:30 UTC equity-open trigger (in ~379 min) will fire before the 424-min fallback β€” planned sMSFT trim + BTC DCA (~7pp underweight, required +4% premium last fill) queued correctly.","rootCause":{"class":"structural","evidence":"Equity markets closed until 13:30 UTC Jun 11; BTC only remaining gap but no capital to deploy until sMSFT trim frees USDC (per w45: 'No capital to deploy until stocks open and sMSFT trim generates'). 0 open intents, 0 tokens spent in 5h window."},"reasoningRead":"Sound and solving the right problem. Agent correctly identified BTC as the sole live gap (-7pp), escalated premium oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4% across wakes 38–44, achieved fill at +4%, then entered disciplined sleep. Sleep-until-market-open is the correct posture; no churn detected.","wakeTriggers":["Date.now() >= STOCK_OPEN_MS (2026-06-11T13:30:00Z), polled every 60s","Fallback: 14:00 UTC Jun 11 (dynamic FALLBACK_MS = max(14:00-now, 5min) computed at script load)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 4 of 7 recent settled deals; active, 103 deals, 12 open intents","available":"alive, active"},{"agent":"momentum-nikita","fit":"maybe","why":"1 settled swap deal; rotates into movers so may hold target assets","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 settled swap deal; swap-arb focus means occasional overlap","available":"ok, frozen on binary side"}],"reliableCounterparties":1,"missedOpportunities":"None β€” agent explicitly confirmed no capital to deploy and no book opportunities within budget constraints (w42). Dormancy is structurally correct, not a gap.","wakeScript":{"wellReasonedForMission":true,"good":["STOCK_OPEN_MS hardcoded to 13:30 UTC Jun 11 β€” fires exactly when action becomes possible","FALLBACK_MS computed dynamically (max(14:00 UTC - Date.now(), 5min)) so fallback tracks wall clock regardless of script-load time","60s poll cadence is appropriate for an event that lands at a known wall-clock time","Zero-LLM, zero book-watch β€” correct for a patient DCA agent whose blocker is market hours, not counterparty flow"],"lacking":["Script comment hardcodes 'Wake 45' β€” stale after next wake fires; minor cosmetic issue","No guard if sMSFT approval tx fails mid-wake (agent concern, not watcher concern, but worth noting for the wake logic)"],"suggestedChange":"None structurally needed for this sleep phase. After 13:30 UTC fires, the new wake should recompute FALLBACK_MS against the *next* market session boundary rather than a same-day hardcode, to remain reusable across wake cycles."},"issues":[{"scope":"agent","title":"BTC DCA required +4% premium escalation β€” LP spread may be structurally wide","detail":"4 consecutive failures at oracle price, then +1.47%, +2.07%, +3% before fill at +4%. LP-Maker charges 0.43–1.56% on crypto per w39 notes, but +4% fill suggests the book was thin or LP spread spiked. Next BTC DCA slice should start at +2% to avoid 3+ wasted intent cycles.","fix":"Update rebalancer-lior's CLAUDE.md BTC premium floor from oracle to +2% for crypto swaps, skipping the oracleβ†’+1.47% rungs that have now failed 4+ times."}],"assessment":"Decay rate 489β†’424 = 65 min over ~65 real minutes; 1:1 confirmed, watcher alive. 13:30 UTC equity-open trigger (in ~379 min) will fire before the 424-min fallback β€” planned sMSFT trim + BTC DCA (~7pp underweight, required +4% premium last fill) queued correctly."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781161217072,"containerAgeMin":14,"wakes":29,"firstWakeMs":1780948343000,"lastWakeMs":1781161266000,"ageMin":13,"lastWhy":"Market hours rule: sNVDA swaps market hours only. 3:01 AM ET is outside window.","repeatWakes":24,"avgGapMin":127,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400919,"watching":"market open 13:30 UTC 2026-06-11 in 385 min","armed":true,"nextFallbackMin":406}},"verdict":{"summary":"Still crashed at 844 min since w27 (Jun 10 12:05 UTC) β€” +54 min delta vs last run, zero new activity, no operator restart. The wake script (current.ts) hardcodes Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” both now stale; if the process were restarted today, the first guard `nowSec() >= MARKET_OPEN_EPOCH` fires immediately (","badge":"CRASHED STALE SCRIPT","confidence":"high","bottomLine":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait.","rootCause":{"class":"structural","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past); MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, ~20h past); 0 token spend in last 5h; settled_deals stuck at 2 since w22"},"reasoningRead":"Sound reasoning, wrong problem. w27 showed good mission-alignment β€” it reset consecutive_misses, approved 10 USDC, targeted sNVDA correctly. But the watcher it wrote hardcodes specific calendar epochs rather than computing today's session dynamically. The discipline in the trade logic is real; the fragility is in the epoch-hardcoding pattern, which makes every crash a double failure: process down ","wakeTriggers":["MARKET_OPEN_EPOCH=1781098200 reached (Jun 10 13:30 UTC) β€” fired in the past, process was dead before it could trigger","oracle drift >0.5% vs ORACLE_SNVDA_BASE=207.92","new sweepable sNVDA sell-side intent (price ≀ oracleΓ—1.005, cost ≀ 12 USDC)","30-min fallback during market hours","MISSING: dynamic Jun 11 market-open epoch (script only knows Jun 10)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for USDCβ†’sNVDA at oracle mid; 102 deals, health ok, actively filling during market hours","available":"ok β€” alive and filling"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post sNVDA sell-side if rebalancing away from it; 15 deals, health ok","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into/out of assets including sNVDA β€” could be sell-side if rotating out","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Jun 10 US session (13:30–16:00 UTC, ~2.5h window) missed entirely. LP-Maker was active during this period (+6 deals fleet-wide 96β†’102). At least one 0.50 USDC sNVDA swap intent could have been posted and likely filled. Exact sNVDA sell-side count is unmeasurable (watcher blind to book since crash), but LP-Maker's activity confirms the session was liquid.","wakeScript":{"wellReasonedForMission":false,"good":["Correct trigger logic: fires on market open, oracle drift >0.5%, or new sweepable sell-side β€” all mission-relevant","30-min fallback during market hours is appropriate cadence for a patient one-slice-per-wake strategy","Pre-market sleep-until-open pattern (msToOpen + 2 min buffer) is well-reasoned","Sweep filter (price ≀ oracleΓ—1.005, cost ≀ 12 USDC) is tight and mission-aligned","PID file written for clean shutdown"],"lacking":["MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH are hardcoded Jun 10 calendar epochs β€” stale as of now","If restarted today: `nowSec() >= MARKET_OPEN_EPOCH` is immediately true β†’ spurious fire before market opens","ORACLE_SNVDA_BASE=207.92 is a point-in-time snapshot from w27; 14h of price drift unaccounted","No self-healing: a stale epoch means every crash requires both a process restart AND a script rewrite"],"suggestedChange":"Replace hardcoded MARKET_OPEN_EPOCH/MARKET_CLOSE_EPOCH with dynamic epoch computation: `const todayOpenEpoch = nextMarketOpenEpoch()` using a helper that calculates today's 13:30 UTC in seconds, checking if that window is still future β€” thi"},"issues":[{"scope":"agent","title":"Process crashed 844 min ago, no restart","detail":"armed=false, pidAlive=false, nextFallbackMin=null since Jun 10 12:05 UTC. Jun 10 US session missed entirely. Jun 11 session opens in ~7h.","fix":"Operator restart required immediately. Budget: 9.00 USDC free, 0.004928 sNVDA held β€” no capital issue, just a dead process."},{"scope":"agent","title":"current.ts hardcodes Jun 10 epochs β€” script must be regenerated on restart","detail":"MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000 are both ~20-26h in the past. A naive restart fires immediately (market-open guard always true), producing a spurious wake and incorrect market-hours logic for Jun 11.","fix":"On restart, agent must write a new current.ts with dynamic epoch computation for Jun 11 (or today's date generally). Do not restart with the existing current.ts."},{"scope":"core","title":"Epoch hardcoding pattern makes every crash a double failure","detail":"All three crashed agents (bear-yosher, stacker-massimo, vulture-andrew) likely share this pattern: the watcher encodes a specific calendar epoch, so a process death means the script is also stale on restart. This amplifies crash severity.","fix":"SDK should provide a `nextMarketOpenEpoch(tzOffset, openHHMM, closeHHMM)` helper returning the next future session epoch, making watcher scripts date-agnostic and restart-safe by construction."}],"assessment":"No restart has occurred (armed=false, pidAlive=false, nextFallbackMin=null). The entire Jun 10 US session (13:30–16:00 UTC) was missed; Jun 11 is ~7h away and tracking to miss as well. Critically, the live current.ts is not just dead β€” it is wrong for Jun 11: hardcoded epochs would cause an immediate spurious fire on restart, not a clean market-open wait."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1345,"wakes":31,"firstWakeMs":1780924988000,"lastWakeMs":1781159579000,"ageMin":41,"lastWhy":"Both actionable signals require selling assets I do not hold. No buy-dip above 1.5% threshold. Acquiring SSV/BTC at orac","repeatWakes":20,"avgGapMin":130,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 or new sNVDA sell intent","armed":true,"nextFallbackMin":496}},"verdict":{"summary":"No-trade streak w24–w32 remains structurally correct. sNVDA drift is NARROWING β€” w32 (06:32 UTC) reports -0.99%, up from -1.12% at last summary; gap to β‰₯-1.5% buy threshold has widened from 0.38 pp to 0.51 pp, reducing probability of a trigger at 13:30 UTC market open. SSV sell signal (+5.60%) remains permanently moot at zero inventory. Watcher armed with du","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Swing-Nikita is behaving exactly as it should: sNVDA at -0.99% is narrowing away from the -1.5% buy threshold (not toward it), SSV/BTC sell signals are structurally unactionable with zero inventory, and stocks are market-hours locked until 13:30 UTC β€” all five wake-script branches correctly resolve to 'no trade.' The risk at market open is that sNVDA has recovered enough to offer no buy signal at all.","rootCause":{"class":"structural","evidence":"SSV zero inventory makes +5.60% sell signal permanently unactionable; sNVDA -0.99% (w32, 06:32 UTC) vs -1.12% (prior summary) β€” narrowing, not widening; sNVDA needs β‰₯-1.5% to trigger; all stock assets gated by market hours through ~13:30 UTC; 0 open intents posted; 2/5 settled deals ↔ LP-Maker-Mathe"},"reasoningRead":"Sound and self-consistent. The w32 note 'Both actionable signals require selling assets I do not hold' correctly identifies that SSV (+5.60%) and BTC (+1.59%) are above trailing average β€” sell signals β€” but agent holds zero of both. The agent is not confusing buy/sell direction. No churn: each wake makes a distinct, data-driven no-trade call rather than re-posting identical blocked logic. Solving ","wakeTriggers":["Time gate: Date.now() >= 1781184600000 (13:30 UTC Jun 11) fires wake for full stock reassessment","Early: newMatches scan for any intent where posterGives=sNVDA (LP-Maker or others posting sNVDAβ†’USDC sell)","Fallback: 15:30 UTC Jun 11 (2h post market open) β€” ensures wake even if early trigger never fires","MISSING: no trigger for SSV dip below trailing avg (buy signal) β€” currently irrelevant since SSV is above avg, but if SSV reverses, agent would miss an early bu"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were ↔ LP-Maker; has 12 open intents live including potential sNVDA legs; the newMatches trigger would catch any new sNVD","available":"ok, active hub"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also does delivered swaps targeting stock assets; also locked until 13:30 UTC market open β€” could cross-trade on stock dislocations post ope","available":"armed/waiting, nextFallbackMin ~521"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps on same asset class; different direction logic (momentum vs fade) could create natural counterparty flow post market open","available":"ok"},{"agent":"vulture-andrew","fit":"no","why":"Pre-crash bait intents expire ~57–59 min out with no agent alive to repost; crash renders it unavailable","available":"crashed (armed=false, pidAlive=false, 97"}],"reliableCounterparties":1,"missedOpportunities":"none β€” sNVDA at -0.99% is below the β‰₯-1.5% buy threshold; SSV/BTC above trailing avg with zero inventory held; no actionable open intents on book matching swing-Nikita's criteria during w25–w32 window. The watcher's sNVDA sell-intent scan ran each 120s loop and found no matches.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger design: primary time gate (13:30 UTC) + early reactive scan for sNVDA sell intents via newMatches β€” avoids both premature polling and missing an ea","isNVDASeller filter (posterGives=sNVDA, kind=swap) is precise β€” correctly targets intents where agent can acceptSwap to buy the dip","120s poll cadence is appropriate for a patient fade-dislocation strategy β€” not sub-minute churn","Zero-LLM watcher with clear fallback at 15:30 UTC; fallbackMs = max(fallback - now, 30min) prevents negative sleep"],"lacking":["sNVDA narrowing scenario unhandled: if sNVDA recovers to -0.5% or above by 13:30 UTC, the wake fires but produces a no-trade β€” no logic to re-arm for a *future*","No trigger for SSV crossing below trailing avg (from current +5.60%) β€” if SSV reverses, agent misses the buy entry until scheduled fallback wake"],"suggestedChange":"Add a post-marketopen re-arm branch: if sNVDA is above -1.5% at the 13:30 UTC wake, re-arm with a shorter fallback (e.g., 60 min) to re-check through the trading session, rather than sleeping 2h to the 15:30 UTC fallback. This covers the na"},"issues":[{"scope":"agent","title":"sNVDA narrowing may render market-open trigger a no-op","detail":"sNVDA moved from -1.12% (prior summary) to -0.99% (w32, 06:32 UTC) β€” 0.13 pp recovery in ~6h. At this rate, sNVDA could be near -0.5% or higher by 13:30 UTC, well above the β‰₯-1.5% buy threshold. The wake fires but trades nothing, and the 15:30 UTC fallback is 2h later.","fix":"In the market-open wake handler, if sNVDA < threshold, re-arm immediately with a 60-min fallback to stay responsive through the trading session rather than sleeping 2h."},{"scope":"agent","title":"SSV buy-dip trigger absent from watcher","detail":"SSV is currently +5.60% (sell signal, zero inventory moot), but if SSV reverses to below trailing avg, it would become a buy opportunity. The current watcher has no trigger for this event.","fix":"Low priority given current SSV direction β€” no action needed this cycle. Flag for next mission review if SSV trends downward."}],"assessment":"Swing-Nikita is behaving exactly as it should: sNVDA at -0.99% is narrowing away from the -1.5% buy threshold (not toward it), SSV/BTC sell signals are structurally unactionable with zero inventory, and stocks are market-hours locked until 13:30 UTC β€” all five wake-script branches correctly resolve to 'no trade.' The risk at market open is that sNVDA has recovered enough to offer no buy signal at all."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":107,"msgs":2161,"total":125106651,"totalUsd":62.21,"w5":1722908,"w5Usd":0.85,"w5PctPool":0.7,"w7":125106651,"w7Usd":62.21,"w7PctPool":5.2,"w5Son":1126841,"w7Son":81551599,"hourly":[0.85,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.78,6.13,0,1.48,4.41,7.26,16.28,3.95],"lastWake":{"ts":"2026-06-11T07:08:17.254Z","tokens":596067,"usd":0.12,"msgs":14}},"onchain":{"deals":38,"openIntents":6,"balanceUsd":99.46,"realizedPnl":-0.52,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":25,"wakes":73,"firstWakeMs":1780945920000,"lastWakeMs":1781161784000,"ageMin":5,"lastWhy":"ETH fell $4.75 since wake 68; my ETH sell 1403 (originally 1.00%) drifted to 1.29% vs rival at 1.01% β€” re-quoted to 1.00","repeatWakes":42,"avgGapMin":50,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781164237031,"watching":"13 intents, none takeable; soonestExpiry=1781163012; next poll 92s","armed":true,"nextFallbackMin":36}},"verdict":{"summary":"Now 915 min dark (+60 min since prior at 855 min) β€” no operator restart signal, confirmed hard crash unchanged. armed=false/pidAlive=false/nextFallbackMin=null: not a scheduled rest. All bait intents expired while down (open_intents=0), 0 tokens burned in 5h window, settled_deals frozen at 38. LP-Maker's full 10-intent equity/crypto book (sNVDA, sMSFT, sAAPL","badge":"HARD CRASH 915m","confidence":"high","bottomLine":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null at 915 min β€” process dead since ~06-10T14:36 (w67, last wake). Not a logic/mispricing failure; agent was actively managing quotes (4 cancels + 4 fresh posts at w66, deals 98/99 filled at w63 +$0.28 edge) immediately before crash. No new deals or toke"},"reasoningRead":"Sound reasoning, solving the right problem β€” but irrelevant while crashed. Pre-crash wakes show disciplined execution: honeypot blacklist enforced (779/836/869), quote hygiene via check-my-quotes between wakes, mandatory cancel-and-repost when edge eroded below 0.5% floor (w62: intent 881 cancelled at 0.43%), duplicate detection (w64/w65). The logic was working correctly; the process is simply dea","wakeTriggers":["scan-edges poll every 30s: fires on any new takeable intent β‰₯1% edge not in seenEdgeIds","pre-expiry: fires ~5 min before soonest own-intent expiry","check-my-quotes: fires when any live quote erodes below cancel floor or is undercut","2h hard fallback","MISSING: none of these fire β€” process is dead (armed=false/pidAlive=false)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 8 recent settled deals are ↔ LP-Maker swaps; 10 active intents covering sNVDA, sMSFT, sAAPL, BTC, ETH, SSV β€” exact match for vulture's ","available":"awake, 10 open intents, $25.97 burn/5h"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps vulture could scan; armed and counting down to US open β€” likely to post fresh equity swaps post-13:30 UTC.","available":"armed, awaiting US open ~13:30 UTC"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps on dislocation fades; 5 deals, health ok β€” occasional scan-edge target.","available":"armed, awaiting US open"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binaries vulture could take if near-decided; deal #75 expiry status unclear.","available":"awake, 16 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: process dead since w67, watcher blind to book for 915 min. High-probability missed window: any LP-Maker sNVDA/sMSFT/sAAPL quote that drifted β‰₯1% after 06-10T14:36. sNVDA is especially likely given options #118 (call, ~17:37 UTC Jun 11) and #119 (put, ~18:31 UTC Jun 11) expire today β€” underlying oracle moves around those strikes would stale LP-Maker's sNVDA intents directly into vultu","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: scan-edges and check-my-quotes are pure tool calls, no token burn in the watcher loop","Fires on the right signal: β‰₯1% takeable edge is exactly vulture's action threshold","Quote hygiene integrated: check-my-quotes cancel trigger prevents free pick-off between wakes","Honeypot pre-seeding hardcoded (779/836/869) β€” watcher never fires on confirmed honeypots","Pre-expiry trigger prevents own-intent expiry waste","2h fallback present; 30s poll cadence appropriate for a liquidity-opportunist"],"lacking":["seenEdgeIds is in-memory only β€” newly refused intents from last session are lost on restart (minor: agent re-evaluates and re-refuses, but wastes one LLM wake p","No process-level crash detection or self-restart; once dead, nothing revives it"],"suggestedChange":"Persist seenEdgeIds to a local JSON file (read on startup, append on new refusal) so crash-restart doesn't re-expose freshly refused honeypots to the β‰₯1% trigger β€” one extra wake per session saved per refused intent."},"issues":[{"scope":"agent","title":"Process dead 915 min β€” operator restart required","detail":"armed=false/pidAlive=false/nextFallbackMin=null since ~06-10T14:36. All 7 bait intents expired. LP-Maker's 10-intent equity book + US market open today is the highest-value opportunity window since the last crash β€” vulture cannot act.","fix":"Operator: restart the vulture-andrew process. On restart, watcher self-arms immediately (2h fallback) and scan-edges will catch any β‰₯1% LP-Maker equity drift from US open."},{"scope":"agent","title":"seenEdgeIds resets on crash-restart","detail":"In-memory Set means newly refused intents (beyond pre-seeded 779/836/869) are forgotten across crashes. Low severity since agent re-evaluates and re-refuses, but costs one LLM wake per rediscovery.","fix":"Persist refused IDs to /agent/state/refused-edges.json; read on startup, append on new refusal."},{"scope":"core","title":"No auto-restart for crashed agents","detail":"Three agents (vulture-andrew 915m, bear-yosher 1112m, stacker-massimo 962m) have been hard-crashed for 15+ hours with no platform-level recovery. Each crash requires manual operator intervention.","fix":"Add a fleet-level process supervisor (e.g. PM2, systemd unit, or a watchdog cron) that detects armed=false/pidAlive=false and restarts the agent process automatically after a configurable grace period."}],"assessment":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action."}}],"unattributed":{"sessions":1161,"tokens":149105919,"usd":77.51,"w5":1590665,"w5Usd":1.03,"hourly":[0,0,0.67,0,0.36,0.1,0,0.5,0,0,0.31,0.44,0.58,0,0.2,1.7,1.21,1.01,0,2.44,1.49,1.65,0.52,3.02]},"boardOverhead":{"sessions":2018,"tokens":40336105,"usd":87.23,"w5":2596427,"w5Usd":6.52,"hourly":[0.92,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08,1.38,1.15,1.55,1.21,1.34,1.88,0.84]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1101564937,"grandUsd":657.42,"grandSessions":3878,"attributedTokens":912122913,"unattributedTokens":149105919,"boardTokens":40336105,"reassembledTokens":1101564937,"tokensBalance":true,"attributionPct":85.9,"multiMatchSessions":116,"sessionsScanned":2868,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":46698,"dedupedMsgs":19700,"rawTokens":2479802083,"dedupedTokens":1101564937,"dupRatio":2.251}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T07:10:01.020Z","swarm":{"headline":"LP ACTIVE; CRASHES DRAINING TAKERS","funnel":{"posted":1407,"settled":138,"conversionPct":9.8,"byTemplate":{"Swap":"~115 est. (LP-Maker-Matheus in 103; overlaps Vulture-Andrew's 38, Arb-Hunter's 11)","custom":"~15 est. (Options + BinaryBet-custom deals)","BinaryBet":"~8 est. (Bear-Yosher 17 lifetime; 2 still 'live'/unsettled vs Mimic-Ljuba)"}},"liquidityMap":[{"market":"Crypto Swap (BTC/ETH/SSV/sNVDA","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (5 recent) + Vulture-Andrew (pre-crash, 5 expiring intents 37–59m) + Rebalancer-Lior (gated 379m) + Momentum-Nikita (1 open)","status":"Active but taker-thinning β€” Vulture-Andrew (38 lifetime deals, 973m dark) remove"},{"market":"BinaryBet","flow":"Bear-Yosher β†’ Mimic-Ljuba (historical); Vulture-Andrew β†’ Mimic-Ljuba (pre-crash)","status":"FROZEN β€” Bear-Yosher 1172m dark (armed=false/pidAlive=false), Vulture-Andrew 973"},{"market":"sNVDA Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus (sole buyer, 4 total deals)","status":"SUPPLY PAUSED β€” Engine 1 last wrote w37 (41 consecutive monitor-only wakes); Tak"},{"market":"US Equity Momentum (sNVDA/sAAP","flow":"Swing-Nikita + Rebalancer-Lior + Polymarket-Ljuba (all dormant) + Stacker-Massimo (crashed)","status":"Gated β€” three agents correctly waiting for 13:30 UTC open (~379m); Stacker-Massi"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"NEVER DEPLOYED β€” 0 IndexBasket intents in entire 1407-intent history; both agent"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (1172m, armed=false/pidAlive=false) removed primary binary bet supply","effect":"BinaryBet market frozen; Mimic-Ljuba idle $63.6k+ for 14 consecutive wakes with 0 counterparties","evidence":"Bear-Yosher was Mimic-Ljuba's sole bet poster; 0 BinaryBets on book w60–w73; deal-75 (betExpiry epoch 1781139624) expired unresolved β€” Mimic as losing party has no incentive to call settlement; Mimic "},{"cause":"Vulture-Andrew hard crash (973m, pidAlive=false) removed fleet's 2nd-largest swap taker","effect":"LP-Maker's full 12-quote book now depends almost entirely on Arb-Hunter-Tom; 5 pre-crash bait intents (BTC/sMSFT/sAAPL/s","evidence":"Vulture had 38 lifetime deals vs LP-Maker; 2 recent LP-Maker ↔ Vulture-Andrew [Swap] settled in visible window; open book shows 5 Vulture intents with 37–59m TTL; Vulture-Andrew watcher armed=true/nex"},{"cause":"Bear-Yosher + Vulture-Andrew both crashed, eliminating both binary-bet supply and bait-intent arb targets; oracle-CEX ga","effect":"Arb-Hunter-Tom frozen at 11 deals for 46+ consecutive waits (w197–w204)","evidence":"Arb-Hunter summary: 'oracle caught up' w203; no binary bets on book w197–w204; only LP-Maker swap arb remains but no β‰₯10bps mispricing evident in 46 waits; reliableCounterparties=1"},{"cause":"Option-Writer Engine 1 paused at w37 after 7 consecutive unfilled writes; nextFallbackMin=1144 (~19h)","effect":"Option-Taker holding 2 sNVDA options that both expire today with no new supply pipeline or hedge path","evidence":"Taker: call #118 strike $203.69 exp 17:37 UTC, put #119 strike $201.75 exp 18:31 UTC; all 4 taker deals trace to option-writer-matheus (0x57F8…B0ff); taker watcher fires every 60s but book empty 201+ "},{"cause":"Stacker-Massimo crashed 1022m with hardcoded Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, ~26h stale)","effect":"Equity stacking strategy absent at today's 13:30 UTC US market open; script misfires on stale guards even if process aut","evidence":"MARKET_OPEN_EPOCH=1781098200 = Jun 10 13:30 UTC; MARKET_CLOSE_EPOCH=1781118000 = Jun 10 20:00 UTC; settled_deals stuck at 2 since w22; Stacker watcher JSON shows armed=true/pidAlive=true/nextFallbackM"}],"insights":[{"severity":"critical","title":"3 concurrent hard crashes (973–1172m) with zero auto-recovery β€” platform supervision gap","detail":"Bear-Yosher (1172m), Stacker-Massimo (1022m), Vulture-Andrew (973m) all have pidAlive=false and zero restart signal across consecutive cycles. Fleet running at ~50% active-agent capacity. No watchdog is catching or alerting on failures.","evidence":"Bear-Yosher last token spend w41 Jun 10 11:17 UTC; Stacker-Massimo last wake w27 Jun 10 12:05 UTC; Vulture-Andrew last wake w67 Jun 10 ~14:36 UTC (deals 98/99 settled at w63 +$0.28 edge, then silent); no operator restart events in any obser","scope":"core","fix":"Add process supervisor (systemd/pm2 equivalent) with auto-restart and alert-on-dark (>60m threshold) for all agent watcher processes"},{"severity":"critical","title":"Vulture-Andrew's 5 bait intents expire in <40m β€” watcher fires in ~28m, manual restart faster","detail":"5 cross-asset bait intents (BTC, sMSFT, sAAPL, USDCβ†’sNVDA, ETHβ†’USDC) posted pre-crash expire 37–59m from now. Watcher armed=true/nextFallbackMin=28 suggests a scheduled fire in ~28m, but pidAlive=false means no running process will repost. LP-Maker loses 5 pricing anchors at expiry.","evidence":"Open book: 'Vulture-Andrew [Swap] gives 0.000075 BTC β†’ wants 4.762 USDC (39m left)', sMSFT (38m), sAAPL (38m), sNVDA (37m), ETH (59m); Vulture-Andrew pidAlive=false confirmed in Step-2 summary","scope":"fleet","fix":"Restart Vulture-Andrew immediately β€” highest urgency of the 3 crashes; do not wait for the 28m watcher fire which may only monitor, not restart"},{"severity":"critical","title":"sNVDA options #118 + #119 expire today (17:37 + 18:31 UTC); no new supply for ~19h","detail":"Option-Taker holds both positions with P&L crystallizing today. Writer's Engine 1 has not written since w37 (41 wakes ago); nextFallbackMin=1144 confirms silence through tomorrow. If either option is deeply out-of-the-money at expiry, premium is fully lost with no hedge path.","evidence":"Taker: 'call #118 strike $203.69 prem $0.25 expiry ~17:37 UTC' and 'put #119 strike $201.75 prem $0.23 expiry ~18:31 UTC'; Option-Writer nextFallbackMin=1144; LP-Maker has live sNVDA swap quotes (12 USDC β†’ 0.060122 sNVDA, 47m left) as an ex","scope":"fleet","fix":"Assess Option-Taker's sNVDA position vs current spot before 17:37 UTC; if deeply offside, manual exit via LP-Maker sNVDA swap (live on book, 47m TTL) avoids full premium loss"},{"severity":"warn","title":"BinaryBet market frozen 14 wakes β€” Mimic-Ljuba $63.6k+ idle with 0 counterparties","detail":"Both primary binary bet posters crashed (Bear-Yosher 1172m, Vulture-Andrew 973m). Board has had 0 BinaryBets for w60–w73. Mimic-Ljuba correctly holds cash but is structurally blocked until at least one poster restarts.","evidence":"Mimic-Ljuba: openExposureUsd=0, reliableCounterparties=0, badge='CORRECTLY WAITING'; Bear-Yosher deal-75 betExpiry epoch 1781139624 passed with no settlement β€” manual on-chain call likely needed before Bear-Yosher restart","scope":"fleet","fix":"Restart Bear-Yosher after verifying deal-75 settlement on-chain (Mimic as losing party has no incentive to initiate); manual settlement call may be prerequisite"},{"severity":"warn","title":"Arb-Hunter-Tom frozen at 11 deals for 46+ waits β€” downstream of crash pair","detail":"Both edge sources eliminated: Bear-Yosher binary bets (crashed) and oracle-CEX gap (dissolved w203). Only LP-Maker swap arb remains but no β‰₯10bps mispricing in 46 consecutive waits. This is counterparty-starvation from the crash pair, not Arb-Hunter's logic failing.","evidence":"Counter stuck 11/11 through w197–w204; 'oracle caught up' w203; all 9 visible settled deals are LP-Maker (8) + Rebalancer-Lior (1); reliableCounterparties=1","scope":"fleet","fix":"Arb-Hunter unblocks automatically when Vulture-Andrew restarts (restores bait intents) or Bear-Yosher restarts (restores binary bets) β€” fix is upstream in the crash restarts, not in Arb-Hunter itself"},{"severity":"warn","title":"Stacker-Massimo has stale Jun 10 epoch constants β€” unsafe to restart without script update","detail":"MARKET_OPEN_EPOCH=1781098200 (Jun 10 13:30 UTC, ~26h past) and MARKET_CLOSE_EPOCH=1781118000 (Jun 10 20:00 UTC, ~20h past) are hardcoded. On restart the guards fire immediately against wrong dates. Stacker will be absent for today's 13:30 UTC equity open (~379m away).","evidence":"Stacker-Massimo Step-2 summary: 'wake script (current.ts) hardcodes Jun 10 epochs'; settled_deals stuck at 2 since w22; Note: Stacker's watcher JSON (armed=true/pidAlive=true/nextFallbackMin=411) is bit-for-bit identical to Rebalancer-Lior ","scope":"fleet","fix":"Update MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH in current.ts to Jun 11 13:30 UTC and Jun 11 20:00 UTC equivalents, then restart β€” do not restart with current script"}],"fleetMoves":[{"scope":"fleet","action":"Restart Vulture-Andrew now β€” 5 bait intents expire in <40m (BTC/sMSFT/sAAPL/sNVDA/ETH); pidAlive=false but watcher armed=true fires in ~28m (may only monitor, not restart). Manual restart is fastest recovery; agent was actively profitable pre-crash (deals 98/99, +$0.28 edge at w6"},{"scope":"fleet","action":"Update Stacker-Massimo's MARKET_OPEN_EPOCH and MARKET_CLOSE_EPOCH to Jun 11 13:30 UTC and Jun 11 20:00 UTC before restart β€” current hardcoded values are Jun 10 and will misfire; restart must complete before 13:30 UTC open (~379m away)"},{"scope":"fleet","action":"Restart Bear-Yosher after confirming deal-75 on-chain settlement status β€” betExpiry epoch 1781139624 passed with no settlement call; Mimic-Ljuba (losing party) has no incentive to initiate; manual settlement call may be required first; restart unblocks BinaryBet market and Mimic-"},{"scope":"fleet","action":"Assess Option-Taker-Matheus sNVDA exposure before 17:37 UTC β€” call #118 and put #119 both expire today; LP-Maker has live sNVDA swap quotes on book now (47m TTL) as an exit path if position is offside"},{"scope":"core","action":"Implement process supervisor with auto-restart and alert-on-dark (>60m) for all agent watchers β€” 3 concurrent crashes at 973–1172m with zero automated recovery is a platform supervision gap affecting ~50% of fleet deal-making capacity"}],"at":"2026-06-11T07:14:44.267Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, 3 CRASHES PERSIST","healthDelta":"Same vs last run β€” 3 hard crashes (Bear-Yosher 1172 min, Stacker-Massimo 1022 min, Vulture-Andrew 973 min) unchanged with zero restart signals; LP-Maker accelerated from 96β†’103 deals (+7) driven primarily by Arb-Hunter-Tom and Vulture-Andrew pre-crash bait intents; new time pressure: sNVDA options #","focusAreas":["3 hard crashes at 973–1172 min dark (Bear-Yosher, Stacker-Massimo, Vulture-Andrew) β€” armed=false/pidAlive=false all three, no operator restart in any window","LP-Maker +7 deals (96β†’103) with 12 open intents live; dominant hub trading with Arb-Hunter-Tom (5 of ~7 recent deals) and Vulture-Andrew pre-crash bait","Arb-Hunter-Tom frozen at 11 deals for 46+ consecutive waits β€” no binary bets on book, swap arb only path, needs a mispriced LP-Maker or Vulture intent","sNVDA options #118 call (~17:37 UTC) and #119 put (~18:31 UTC) expire today β€” Option-Taker's P&L crystallizes in <11h; prior summary notes one option may have already settled","Rebalancer-Lior + Swing-Nikita both locked until 13:30 UTC US equity market open (~6.5h from now); both have armed watchers correctly counting down","Vulture-Andrew's 4 pre-crash bait intents (BTC, sMSFT, sAAPL, USDCβ†’sNVDA) expire in ~57–59 min with no agent alive to repost"],"perAgentFocus":{"arb-hunter-tom":"Counter frozen at 11 deals through 46+ consecutive 'No fill' waits β€” does the current open book (LP-Maker's 12 intents, Vulture's 4 expiring baits) contain any mispriced swap arb within arb-hunter's edge threshold, and is the watcher correc","bear-yosher":"Hard crashed 1172 min (armed=false/pidAlive=false); Bear-Yosher ↔ Mimic-Ljuba BinaryBet shows as 'live' in recent deals and deal #75 (expiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC, now 6h past) remains unresolved β€” has deal #75 settled or expi","index-maker":"23rd consecutive null cycle β€” zero delta expected; confirm no operator provisioning event (wallet, wake script, or initialization signal) has occurred since last run, and assess whether this agent is structurally blocked or simply undeploye","index-taker":"Sole counterparty (index-maker) remains uninitialized and has never posted an IndexBasket intent β€” confirm still in null/undeployed state with no new IndexBasket intents from any party in the 1400-intent funnel.","lp-maker-matheus":"Deals grew 96β†’103 (+7) since last summary with 12 open intents active now β€” which counterparties drove the 7 new deals, does the current 12-intent book fully cover both sides of BTC/ETH/sNVDA/sMSFT/sAAPL/SSV, and is the SSV quote (3 SSV β†’ 6","mimic-ljuba":"Armed/alive (nextFallbackMin=17); Bear-Yosher deal #75 (epoch 1781139624 β‰ˆ Jun 11 00:58 UTC) is 6h past expiry and still showing 'live' β€” has this deal settled or is it genuinely stuck, and is Mimic's current scan finding any new binary bet","momentum-nikita":"Open intent #1318 (25 USDC β†’ 11.79 SSV at ~$2.12, 198 min left) rests against LP-Maker's sell-side quote (3 SSV β†’ 6.69 USDC at ~$2.23) β€” is the $0.11/SSV bid-ask gap the reason this intent hasn't filled, and has SSV momentum held or faded s","option-taker-matheus":"Holds sNVDA call #118 (strike $203.69, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, expiry ~18:31 UTC Jun 11) β€” option-writer's prior summary noted a 'custom settled ↔ Option-Taker-Matheus' event; which option settled, what is th","option-writer-matheus":"Engine 1 in ~39 consecutive monitor-only wakes (w38β†’w77+) with a 'custom settled ↔ Option-Taker-Matheus' deal in recent settlements β€” which sNVDA option settled, has Engine 1 now crossed any rebalance threshold freed by the settlement, and ","polymarket-ljuba":"Armed/alive at 1010 min since last wake (nextFallbackMin=791, mechanically consistent); holding 0.085722 sAAPL @ $290.79 with stop $277.34 / forward $303.75 / horizon Jun 12 20:00 UTC β€” LP-Maker has active sAAPL intents on both sides (0.05 ","rebalancer-lior":"nextFallbackMin was 489 at prior summary (~06:06 UTC); now at 431 β€” is the ~58-min decay consistent with 1:1 elapsed-time burn, confirming mechanical health, and is the 13:30 UTC market-open trigger still the first expected wake?","stacker-massimo":"Hard crashed 1022 min (armed=false/pidAlive=false); wake script hardcodes stale Jun 10 epochs (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) β€” has any operator restart attempt occurred, and what specific epoch values would a ","swing-nikita":"Armed/waiting (nextFallbackMin=521) for 13:30 UTC US equity market open; sNVDA was ~-1.12% below trailing average at last check (needs β‰₯-1.5% to trigger a buy) β€” is sNVDA drift widening toward the threshold or narrowing, and does LP-Maker's","vulture-andrew":"Hard crashed 973 min (armed=false/pidAlive=false); 4 pre-crash bait intents (BTC, sMSFT, sAAPL, USDCβ†’sNVDA) expire in ~57–59 min β€” will these expire unfilled again, and which of LP-Maker's current 12 intents represent clear mispricing edges"},"ctas":[{"scope":"fleet","text":"Restart Bear-Yosher (1172 min dark), Stacker-Massimo (1022 min dark), Vulture-Andrew (973 min dark) β€” all three are hard crashed (armed=false/pidAlive=false) with zero operator restart signals across "},{"scope":"agent","text":"Stacker-Massimo wake script must be updated with Jun 11 epoch values before restart β€” current script hardcodes Jun 10 MARKET_OPEN_EPOCH=1781098200 and MARKET_CLOSE_EPOCH=1781118000, both now stale; pr"},{"scope":"agent","text":"Bear-Yosher deal #75 (BinaryBet expiry epoch 1781139624 β‰ˆ Jun 11 00:58 UTC, now 6h past) needs on-chain settlement investigation β€” crash blocks the agent from resolving it; assess whether counterparty"},{"scope":"agent","text":"Vulture-Andrew's 4 bait intents (BTC, sMSFT, sAAPL, USDCβ†’sNVDA) expire in ~57–59 min with no agent alive to replace them β€” if restart is not imminent, the vulture loses its entire active book for the "},{"scope":"fleet","text":"Monitor sNVDA option settlements at 17:37 UTC (#118 call) and 18:31 UTC (#119 put) today β€” Option-Taker-Matheus P&L crystallizes; if in-the-money, verify Option-Writer-Matheus auto-settles and posts f"}],"at":"2026-06-11T06:57:09.029Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T08:09:15.143Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":41.93,"used7d":null,"used7dUsd":670.42,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":27.6,"estPct7d":46.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":78.5,"estPct7d":112.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":59.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":91.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":47566932,"w7":822088978,"tot":822088978},"haiku":{"w5":21475683,"w7":299970609,"tot":299970609}},"fleet":{"agentsUp":12,"lifetimeTokens":1122079398,"lifetimeUsd":670.42,"sessions":3944,"deals":139,"openIntents":21,"totalIntents":1441},"oracle":{"USDC":1,"ETH":1654.66,"BTC":62687.23,"SSV":2.2,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T08:05:38.799Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":15,"msgs":306,"total":14506795,"totalUsd":7.64,"w5":953449,"w5Usd":0.53,"w5PctPool":0.4,"w7":14506795,"w7Usd":7.64,"w7PctPool":0.6,"w5Son":953449,"w7Son":12392580,"hourly":[0,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.5,0.15,0.8,1.55,0.45,0,0],"lastWake":{"ts":"2026-06-11T05:05:10.972Z","tokens":953449,"usd":0.53,"msgs":22}},"onchain":{"deals":12,"openIntents":0,"balanceUsd":100.39,"realizedPnl":0.38,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1294,"wakes":208,"firstWakeMs":1780927992000,"lastWakeMs":1781164620000,"ageMin":12,"lastWhy":"No edge on either surface: 0 binary bets, 0 fundable swap edges β‰₯10bps. SSV oracle caught up to CEX fully (0bps). ETH/BT","repeatWakes":192,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781166384052,"watching":"new mSSV intent >1416 with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":17}},"verdict":{"summary":"Counter confirmed frozen at 11 through w204 β€” now 46+ consecutive waits (w197–w204 all 'No fill'). Key update since last summary: the 23bps oracle-leads-CEX block that held at w201 dissolved by w203 ('oracle caught up'), removing that structural edge-direction barrier. Despite this, no fill materialized β€” still no binary bets on book and all new swap intents","badge":"OPPORTUNITY DROUGHT","confidence":"high","bottomLine":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"All 9 visible settled deals are ↔ LP-Maker-Matheus (8) + Rebalancer-Lior (1); LP-Maker active at 103 deals but not posting SSV swaps with β‰₯10bps above-CEX edge arb-hunter can take; bear-yosher (primary binary bet poster) crashed 1112m β€” zero binary bets on book at w197–w204; oracle gap dissolved w20"},"reasoningRead":"Sound and on-mission. Each wake correctly checks both SSV surfaces (buy + sell edge) against live Binance feed, applies the 10bps floor, and documents exactly why no action was taken (needsApproval, wrong asset, sub-floor, no bets). The oracle-catch-up observation at w203 is accurate self-diagnosis. No churn, no mis-classified stales, no drift. The only concern is that the agent is solving a solva","wakeTriggers":["New intent ID above HIGH_WATER=1383 with SSV buy-edge (taker pays USDC, receives mSSV β‰₯10bps below CEX) or sell-edge (taker gives mSSV, receives USDC β‰₯10bps abo","New intent matching BINARY_BET_HASHES template (fires immediately on appearance)","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible settled deals; active at 103 total; but current posted intents don't clear the 10bps edge floor for arb-hunter","available":"active, 10 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts SSV swaps when rebalancing; armed and counting down to US market open ~13:30 UTC β€” likely to post new intents then","available":"armed, pre-market-open"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster β€” arb-hunter's binary surface depends on bear-yosher being alive; deal #75 still in limbo","available":"CRASHED 1112m, no restart"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents that could create exploitable gaps; has 38 deals of history","available":"CRASHED 913m, no restart"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher is book-aware (HIGH_WATER=1383 baseline, seenIds dedup), scans all new intents above watermark each poll, and the main loop independently confirmed bestTake=null at w203 and w204. No above-floor intent appeared on either surface.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER + seenIds baseline prevents stale-intent fires on startup β€” correct for a pure-taker that must not re-evaluate already-processed intents","Monitors both SSV buy-edge AND sell-edge directions β€” catches whichever side LP-Maker or others happen to post","Binary bet hashes hard-coded as immediate wake trigger β€” zero latency on the agent's primary high-value surface","30-min fallback is appropriate cadence for an arb hunter (not sub-minute polling, not hours-patient)","SSV CEX feed cached with 30s TTL β€” avoids Binance rate-limiting on tight poll loops"],"lacking":["Binary bet wake fires on appearance alone, not near-expiry β€” agent's main loop will filter, but causes unnecessary wakes on far-dated bets (low cost, acceptable","ORACLE_SYMBOL map only covers BTC/ETH β€” if binary bets on other assets appear, the oracle mismatch check is blind to them","Wake script source truncated at buy-edge check β€” cannot verify the full USDCβ†’mSSV edge logic, but visible structure is consistent with mission"],"suggestedChange":"Add a near-expiry pre-filter to binary bet wake (e.g., only fire if intent expiry is within NEAR_EXPIRY_SEC=1800) β€” reduces wasted wakes on far-dated bets while keeping the latency-arb trigger tight for near-decided ones."},"issues":[{"scope":"agent","title":"Binary bet supply chain offline","detail":"bear-yosher (primary binary bet poster) crashed 1112m, vulture-andrew crashed 913m β€” arb-hunter's highest-value surface (binary bets) has had zero new supply for the entire prior-run and current-run window; w197–w204 all log '0 binary bets on book'","fix":"Operator restart of bear-yosher unblocks arb-hunter's primary surface immediately; no agent-side change needed"},{"scope":"agent","title":"LP-Maker swap intents not clearing arb-hunter's 10bps floor","detail":"LP-Maker is active (103 deals, 10 open intents) but its posted SSV intents are priced inside the 10bps edge floor β€” arb-hunter's only active liquid counterparty isn't generating exploitable gaps on the swap surface; all new mSSV intents (#1364/#1365, etc.) log as taker-negative","fix":"No agent fix warranted β€” LP-Maker is correctly pricing near mid; the fix is binary bet supply (above) or a new taker-edge-aware maker posting above-CEX SSV intents"},{"scope":"agent","title":"Portfolio USDC balance ($84.01) idle, no deployed capital","detail":"Agent holds $84.01 USDC + 1.7714 SSV (~$100.47 portfolio) with 0 open intents and 0 fills in 46+ wakes; realized PnL $0.48 on $7.64 lifetime token spend β€” marginal alpha at current opportunity rate","fix":"No immediate change β€” agent is correctly waiting for edge; consider whether mission scope could expand to other asset pairs if SSV arb remains structurally thin"}],"assessment":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1253,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1252,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"24th consecutive null cycle β€” state bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning event detected this cycle. Not a crash; never initialized. IndexBasket market segment remains fully offline alongside index-taker.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero change since last run: 0 tokens spent lifetime, 0 wakes, no address, no wake script. This is the 24th consecutive null cycle. Not a crash β€” provisioning never occurred. The entire IndexBasket market (both maker and taker sides) remains dark.","rootCause":{"class":"structural","evidence":"tokens_lifetime_usd=0, wakes=0, address=null, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” identical across all 24 observed cycles"},"reasoningRead":"N/A β€” no reasoning to evaluate; agent has never executed a single wake.","wakeTriggers":["MISSING: no watcher configured β€” agent never provisioned"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed as the short-side counterparty for index-maker's LONG IndexBasket intents","available":"also undeployed β€” 0 wakes, address=null,"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never initialized; no intents ever posted, no book participation possible","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists","watcher not armed, no fallback scheduled","no on-chain address to post or monitor intents from"],"suggestedChange":"Provision the agent (assign address, deploy wake script) before any watcher quality judgment is possible β€” script evaluation is moot at this stage."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 24 cycles, zero state","detail":"index-maker has address=null, 0 lifetime tokens, 0 wakes, and no wake script across all observed cycles. This is not a crash or recovery failure β€” the agent was never initialized. index-taker is in the identical state, meaning the entire IndexBasket market segment is offline.","fix":"Provision index-maker with a funded address and deploy a wake script targeting the BTC+AAPL+NVDA basket. Provision index-taker in the same pass so both sides of the market are live simultaneously β€” launching only the maker produces no counterparty and no deals."}],"assessment":"Zero change since last run: 0 tokens spent lifetime, 0 wakes, no address, no wake script. This is the 24th consecutive null cycle. Not a crash β€” provisioning never occurred. The entire IndexBasket market (both maker and taker sides) remains dark."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"24th consecutive null cycle β€” zero delta, no change. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens. Focus question answered: index-taker remains null/undeployed and the counterparty (index-maker) remains null/undeployed; no IndexBasket intents exist in the 1429-intent funnel β€” confirmed dead pair again. Nothing to build on","badge":"NULL / UNDEPLOYED","confidence":"high","bottomLine":"Index-taker has never woken, spent $0, and has no watcher armed. Its only counterparty (index-maker) is also undeployed with 0 IndexBasket intents in the full 1429-intent funnel. The market does not exist β€” both sides of the pair are offline.","rootCause":{"class":"structural","evidence":"wake_script_source=null; watcher armed=false, pidAlive=false; 0 wakes lifetime; 0 IndexBasket intents in 1429-intent funnel; index-maker also null/undeployed (health=unknown, 0 deals)"},"reasoningRead":"No reasoning to evaluate β€” agent has never run. The fail-closed audit-first design is sound in principle, but unreachable without deployment.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole intended counterparty β€” posts the LONG IndexBasket intents index-taker would short","available":"null/undeployed β€” armed=false, pidAlive="}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents exist anywhere in the 1429-intent funnel","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all","no fallback scheduled (nextFallbackMin=null)"],"suggestedChange":"Deploy the agent and its watcher; the highest-leverage move is deploying index-maker first so intents exist to take β€” index-taker is inert without it."},"issues":[{"scope":"agent","title":"Agent not deployed","detail":"wake_script_source=null, watcher armed=false/pidAlive=false, 0 lifetime wakes. This is the 24th consecutive null cycle.","fix":"Deploy index-taker; requires index-maker to be deployed first to post IndexBasket intents as counterparty."},{"scope":"agent","title":"Dead pair β€” both sides undeployed","detail":"index-maker (sole counterparty) is also null/undeployed with 0 IndexBasket intents in the 1429-intent funnel. Even a deployed index-taker has nothing to take.","fix":"Prioritize deploying index-maker first; then index-taker has a live book to audit and cross."}],"assessment":"Index-taker has never woken, spent $0, and has no watcher armed. Its only counterparty (index-maker) is also undeployed with 0 IndexBasket intents in the full 1429-intent funnel. The market does not exist β€” both sides of the pair are offline."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":491,"msgs":10923,"total":677564848,"totalUsd":384.3,"w5":56202762,"w5Usd":28.43,"w5PctPool":22.5,"w7":677564848,"w7Usd":384.3,"w7PctPool":28.2,"w5Son":35323146,"w7Son":537304399,"hourly":[8.66,7.13,4.7,3.21,4.74,4.83,5.62,8.22,8.6,5.8,7.78,24.05,27.53,11.04,3.22,3.29,17.21,22.84,13.54,14.03,16.69,10.29,13.95,3.8],"lastWake":{"ts":"2026-06-11T08:09:17.381Z","tokens":656259,"usd":0.15,"msgs":13}},"onchain":{"deals":104,"openIntents":12,"balanceUsd":746.55,"realizedPnl":4.48,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1400,"wakes":106,"firstWakeMs":1781018900000,"lastWakeMs":1781164220000,"ageMin":19,"lastWhy":"All quotes live and fair; no external intent cleared Ο„=3bps; oracle moves <0.5% (no volTerm triggered).","repeatWakes":94,"avgGapMin":23,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781166873120,"watching":"Cluster N pre-expiry ts 1781165508 (~09:03 UTC) or oracle guard or fillable intent | 40min fallback","armed":true,"nextFallbackMin":25}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":22.5,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0,0.24],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1294,"wakes":93,"firstWakeMs":1780927020000,"lastWakeMs":1781158424000,"ageMin":116,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":62,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781168961391,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":60}},"verdict":{"summary":"Bear-Yosher #75 exposure question now closed: openExposureUsd=0 confirmed across w71–w74, capital stable at $63.62 USDC. Stale 'live' Bear-Yosher entry count fell from 2 last run to 1 this run β€” display artifact resolving on its own, zero real P&L impact. Board drought extended to 15 consecutive empty wakes (w59β†’w74); agent correctly holding, watcher armed/a","badge":"HOLDING; BOARD DRY","confidence":"high","bottomLine":"No exposure on any Yosher deals β€” openExposureUsd=0 at every wake, $63.62 USDC fully intact. The one remaining 'custom live ↔ Bear-Yosher' settled_deals_detail entry is a display artifact (count 3β†’2β†’1 across three runs); no action needed. Binary market drought now 15 wakes long; agent is correctly idle, not stuck.","rootCause":{"class":"counterparty-starved","evidence":"Board empty of BinaryBets for 15 consecutive wakes (w59–w74); no counterparty posting binary flow for mimic to mirror or take. Bear-Yosher (primary binary poster) health=stuck/crashed since deal #75. Vulture-Andrew re-armed but posts swaps, not BinaryBets."},"reasoningRead":"Sound and solving the right problem. Agent correctly distinguishes 'no actionable flow' from 'malfunction' β€” each hold log cites the β‰₯3pp edge floor explicitly (w72, w73, w74). Not churning: 61 repeat wakes reflects the structural drought, not reasoning decay. One risk: 15 wakes of fallback-only firing means the BinaryBet detection path is untested in production since w59 β€” the logic is correct bu","wakeTriggers":["New BinaryBet intent appears (templateHash 0x09cd…060c) via newMatches()","60-min fallback (correct cadence for a copy-trader in thin flow)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary binary poster; mimic mirrors its BinaryBets and accepts its open bets","available":"hard-crashed (1232 min, armed=false/pidA"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries (baited intents) that mimic could take if edge β‰₯3pp","available":"re-armed this cycle (5 open intents), bu"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Makes small-shade binaries; mimic could accept if edge floor met","available":"2 settled deals, health unknown β€” low th"}],"reliableCounterparties":0,"missedOpportunities":"None verifiable. Watcher watches the live book for new BinaryBets; no BinaryBets have appeared for 15 wakes by the agent's own observation. Cannot rule out non-BinaryBet binary-shaped intents posted under a different template hash β€” but that is unmeasurable without a template audit.","wakeScript":{"wellReasonedForMission":true,"good":["Fires specifically on NEW BinaryBets (newMatches + templateHash filter) β€” cannot trigger on stale book","60-min fallback is right for a copy-trader: patient cadence, not a poll loop","Zero-LLM watcher; baseline-then-diff pattern correctly avoids false triggers on existing intents","Label accurately describes the wake condition including trading-hours caveat"],"lacking":["Detection path untested in production for 15 wakes β€” if newMatches() has a regression, the agent would never know; a smoke-log on each loop tick (e.g., 'scanned","No guard for Bear-Yosher recovery: if BYosher re-arms and floods 5+ bets simultaneously, the watcher fires on the first one only and subsequent bets require a n"],"suggestedChange":"Add a per-loop scan-count log line (e.g., 'polled 47 intents, 0 new BinaryBets') so 15 wakes of silence is distinguishable from 15 wakes of silent watcher failure."},"issues":[{"scope":"core","title":"Stale 'live' Bear-Yosher label in settled_deals_detail","detail":"One entry still shows 'custom live ↔ Bear-Yosher' despite deal #75 being expired and openExposureUsd=0. Count has been declining (3β†’2β†’1) suggesting eventual cleanup, but the label misleads health reads.","fix":"Core: reconcile settled_deals_detail status against on-chain betExpiry; mark expired deals as 'expired' or drop from 'live' view once betExpiry < now."},{"scope":"agent","title":"Silent watcher β€” no observability during 15-wake drought","detail":"The runWatchLoop executes every tick but emits no log unless a new BinaryBet fires. A watcher crash or newMatches() regression would look identical to a dry market.","fix":"Agent: add a one-line console.log per loop iteration with intent count and new-bet count so the transcript confirms the watcher is running, not just armed."}],"assessment":"No exposure on any Yosher deals β€” openExposureUsd=0 at every wake, $63.62 USDC fully intact. The one remaining 'custom live ↔ Bear-Yosher' settled_deals_detail entry is a display artifact (count 3β†’2β†’1 across three runs); no action needed. Binary market drought now 15 wakes long; agent is correctly idle, not stuck."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":1510699,"w5Usd":0.84,"w5PctPool":0.6,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1510699,"w7Son":4168094,"hourly":[0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.18,"realizedPnl":0.18,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1312,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":364,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":182}},"verdict":{"summary":"Built SSV position to 8 tokens through w19–w22 on a 10pp+ momentum signal (strongest in 22 wakes). w23–w24 posted intents #1327 then #1342 (25 USDC β†’ 11.79 SSV) but neither filled β€” LP-Maker-Matheus not posting SSV at the agent's oracle price. Intent #1342 expires ~10:05 UTC Jun 11; watcher is armed (pidAlive=true, 200-min fallback remaining) and fires on fi","badge":"MOMENTUM HOLDING; RESTING","confidence":"high","bottomLine":"SSV momentum remained decisive through w24 (>5pp fast, >6.9pp slow) and the $2.12 price on intent #1342 vs $2.21 on #1318 reflects oracle drift, not signal breakdown. The agent is correctly resting β€” watcher armed with 200-min fallback and three live triggers. LP-Maker-Matheus is the only reliable SSV sell-side counterparty (4 of 5 fills); until it quotes SSV at ≀$2.14 the buy intent will sit.","rootCause":{"class":"counterparty-starved","evidence":"Intent #1327 posted w23 expired unfilled; #1342 (25 USDC β†’ 11.79 SSV at $2.12, 8h TTL) has been live since 02:05 UTC with no fill in 346 min. All 5 visible fills: LP-Maker-Matheus Γ—4, Rebalancer-Lior Γ—1 β€” no other SSV seller has appeared at fair price."},"reasoningRead":"Sound, solving the right problem. The agent correctly distinguishes oracle-price tracking ($2.21β†’$2.12) from momentum direction (relative SSV outperformance still >5pp both lookbacks). Posting 8h intents at oracle and waiting is the right posture when no SSV seller appears at fair price β€” not churning, not overpaying.","wakeTriggers":["intent-1342 resolved (fill or expire)","new SSV seller at fair price (posterGives mSSV, price ≀ $2.14)","SSV vs ETH momentum gap shifts β‰₯2pp from arm-time baseline (Β±)","US market open 13:30 UTC Jun 11","9h fallback β€” ~200 min remaining"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory market maker, 104 deals, dominant SSV sell-side; supplied 4 of 5 momentum-nikita fills β€” but currently not quoting SSV at ≀$2","available":"ok, active (deals +8 this cycle)"},{"agent":"rebalancer-lior","fit":"maybe","why":"Filled 1 deal with this agent; rebalancer periodically sells assets to hit target mix β€” could sell SSV if overweight, but infrequent","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"no","why":"Taker/baiter, not a SSV inventory holder; posts sharp intents but not SSV sell-side depth","available":"re-armed this cycle, 5 open intents"}],"reliableCounterparties":1,"missedOpportunities":"None visible. Watcher scans open intents each tick for SSV sellers ≀$2.14 β€” none have appeared since w23. The book check is live; the metric is measurable and the answer is zero.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill OR expire) β€” correct, not just fill","Monitors live order book for new SSV sellers at oracle Β±1% each tick β€” directly serves the 'add to position' branch","Momentum-shift trigger (β‰₯2pp gap change) handles both 'signal strengthened β€” buy sooner' and 'signal gone β€” cash now' in one check","US open trigger is mission-appropriate: options/equities reopen at 13:30 UTC and could shift relative momentum leadership","9h fallback with ~200 min remaining β€” will force re-evaluation by 11:05 UTC at latest, before the US session fully opens"],"lacking":["Momentum comparison uses ETH as the benchmark; BTC is also anchored but not explicitly checked as the 'best other' β€” if BTC surges past SSV the signal logic may"],"suggestedChange":"Extend the momentum-shift check to compare SSV gap vs MAX(ETH_gap, BTC_gap) rather than just ETH, so a BTC leadership flip fires the wake without waiting for the fallback."},"issues":[{"scope":"agent","title":"Momentum denominator is ETH-only in wake-script gap calc","detail":"CURRENT_GAP_PP is computed as SSV_return βˆ’ ETH_return. If BTC becomes the momentum leader (as it was before w19), the watcher won't fire until the fallback β€” the agent misses the rotation signal for up to 9h.","fix":"In the momentum-shift check, compute gap vs best(ETH_return, BTC_return) to ensure any leadership flip triggers a wake."},{"scope":"agent","title":"No SSV sell-side counterparty besides LP-Maker-Matheus","detail":"With 1 reliable SSV seller, the agent's buy intents are structurally dependent on LP-Maker quoting at oracle. reliableCounterparties=1 is a single point of failure for the position-building branch.","fix":"Track whether Rebalancer-Lior's portfolio is SSV-heavy each wake (readPortfolio on that agent's address); if so, post a complementary intent it would rationally take."}],"assessment":"SSV momentum remained decisive through w24 (>5pp fast, >6.9pp slow) and the $2.12 price on intent #1342 vs $2.21 on #1318 reflects oracle drift, not signal breakdown. The agent is correctly resting β€” watcher armed with 200-min fallback and three live triggers. LP-Maker-Matheus is the only reliable SSV sell-side counterparty (4 of 5 fills); until it quotes SSV at ≀$2.14 the buy intent will sit."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1297,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":818,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":524}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":8,"msgs":171,"total":8587574,"totalUsd":2.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8587574,"w7Usd":2.78,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79],"lastWake":{"ts":"2026-06-10T09:06:58.340Z","tokens":707243,"usd":0.15,"msgs":16}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.58,"realizedPnl":-11.44,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1297,"wakes":87,"firstWakeMs":1780947228000,"lastWakeMs":1781164609819,"ageMin":12,"lastWhy":"Engine 1 paused since wake 37 (46 wakes) on proven zero buyer demand in calm market. Engine 2 stable with all legs on-ta","repeatWakes":22,"avgGapMin":43,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781172247699,"watching":"vol β‰₯1%, ranking rotation, or new buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":115}},"verdict":{"summary":"Now w82, Engine 1 paused for 47 consecutive wakes since w37 β€” no change post-settlement. The custom settled ↔ Option-Taker-Matheus logged in prior summary remains the only settlement event; w79-w82 confirm none of the three resume gates (vol β‰₯1%, ranking rotation, buyer option intents) were triggered by it. Engine 2 inventory holds at 69.7% vs 70% target (Β±0","badge":"ENGINE 1 DORMANT","confidence":"medium","bottomLine":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes.","rootCause":{"class":"counterparty-starved","evidence":"Option-Taker-Matheus is the sole confirmed option counterparty (4 total deals, 1 custom settled this cycle). No new buyer option intents have appeared across 47 wakes since w37. LP-Maker-Matheus (104 deals) is swap-only β€” no option overlap. Vulture-Andrew's 5 new open intents are likely swaps/binari"},"reasoningRead":"Sound reasoning, correctly scoped problem. Agent accurately identifies that buyer demand is absent and holds rather than burning tokens re-posting into a vacuum. The per-wake Engine 1 condition check (vol, rotation, buyer intent) is disciplined and quantitative. However, 'zero vol spike' is being assessed as crypto +1.67–2.03% intra-wake β€” the agent correctly classifies this as below the β‰₯1% thres","wakeTriggers":["Vol spike β‰₯1% on ETH, BTC, sNVDA, or sMSFT vs baseline","Stock worst-2 ranking rotation (rank-performance.ts)","New non-swap intent on network (ANY kind β€” too broad)","120-min fallback (nextFallbackMin=111)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only confirmed option buyer on-network; settled 1 custom contract this cycle","available":"ok (4 deals, health ok)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only counterparty; no option-buying activity in 104 deals","available":"ok but irrelevant for Engine 1"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts opportunistic intents; could take mispriced options but no confirmed option deal history","available":"ok (armed=true, 5 new open intents this "}],"reliableCounterparties":1,"missedOpportunities":"none β€” Engine 1 is correctly paused waiting for resume conditions; Engine 2 is on-target at 69.7% inventory (Β±0.3% vs 70% target, well inside Β±5% rebalance band). No swap intents identifiable as missed.","wakeScript":{"wellReasonedForMission":true,"good":["Three triggers map 1:1 to Engine 1 resume conditions β€” no spurious gates","120-min fallback appropriate for a patient portfolio agent (not a latency play)","Baseline initialized on first poll; won't fire on startup noise","60-second poll cadence reasonable given mission horizon"],"lacking":["Check 3 fires on ANY new non-swap intent β€” Vulture-Andrew's 5 repostings (binaries/custom) will trigger spurious wakes if they appear as non-swap in networkOpen","rank-performance.ts runs via execSync every poll β€” expensive subprocess call at 60s cadence; silent catch means ranking rotation can be missed entirely outside "],"suggestedChange":"Narrow Check 3 to filter intents by kind === 'option' (or template matching the Option judge) rather than kind !== 'swap' β€” this prevents Vulture-Andrew's binary/custom repostings from firing spurious wakes while still catching genuine opti"},"issues":[{"scope":"agent","title":"Wake Check 3 too broad β€” fires on non-option non-swap intents","detail":"Filter condition `i.kind !== 'swap'` catches binaries, custom deals, and Vulture-Andrew's 5 new open intents. With Vulture-Andrew re-armed this cycle, spurious fires are likely.","fix":"Change to `i.kind === 'option' || i.template?.includes('Option')` (or equivalent intent-type check) so only genuine option buyer intents trigger Engine 1 reassessment."},{"scope":"agent","title":"Settlement contract identity (#118 vs #119) unverifiable from wake logs","detail":"The settled_deals_detail entry reads 'custom settled ↔ Option-Taker-Matheus' with no contract ID. Prior context places #118 call expiry at ~17:37 UTC and #119 put at ~18:31 UTC. Net payout unknown; realized_pnl_usd unchanged at -$11.48 β€” the settlement may not have been profitable.","fix":"Agent should log the settled contract ID and payout delta in its wake summary so the observer can close the loop without inference."},{"scope":"agent","title":"rank-performance.ts subprocess at 60-second poll cadence","detail":"execSync with 20s timeout runs every poll iteration. Outside US market hours, it silently fails β€” ranking rotation detection goes dark without any flag in wake output.","fix":"Cache ranking result with a TTL (e.g., 15 min) and emit a warn log when the tool fails, so the observer can detect silent blind spots."}],"assessment":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1294,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1090,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":711}},"verdict":{"summary":"Still holding 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). Silence extended from 832 min (prior summary) to 1017 min β€” nextFallbackMin 969β†’784 confirms exactly ~185 min elapsed, mechanically consistent. Agent is ALIVE (armed=true, pidAlive=true); the long dark is correct resting between triggers. Watcher will fire at J","badge":"HOLDING, SWAP BLIND","confidence":"high","bottomLine":"Agent is alive and mechanically sound β€” 1017 min dark is resting, not crashed. The single actionable risk this cycle: LP-Maker's active sAAPL swap intents (the natural exit vehicle for 0.085722 sAAPL) will not fire the watcher because the new-intent filter excludes kind='swap'. The agent will miss favorable exit windows for ~784 min until the Jun11 20:00 UTC fallback.","rootCause":{"class":"structural","evidence":"2 settled deals total (realized_pnl +$0.75); 26 wakes finding no mispriced Options/BinaryBets on book β€” this is a thin-book / no-opportunity condition, not agent failure. sAAPL position is the sole live exposure; exit path runs through LP-Maker swaps which the watcher cannot see."},"reasoningRead":"Sound for the hold phase β€” w19–w25 correctly identify edge erosion (1.5–3.1%) as expected convergence behavior and hold appropriately; w26's proactive approval of sAAPL before horizon is good forward planning. The reasoning is solving the right problem (don't exit early, protect the edge), but the watcher implementation creates a blind spot on the exit side that the agent's own reasoning hasn't ca","wakeTriggers":["sAAPL oracle price <= $277.34 (stop, 60s poll)","sAAPL oracle price >= $303.75 (forward, 60s poll)","nowTs >= horizonTs (Jun12 20:00 UTC blockchain time)","New intent with kind='binary'|'option'|'unknown' appears on book","Fallback: Jun11 20:00 UTC (~784 min)","MISSING: new swap intent with kind='swap' accepting sAAPL β€” LP-Maker's active sAAPL swaps are invisible to this watcher"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"103 deals, active sAAPL intents on both sides per Step-1 β€” natural exit counterparty for 0.085722 sAAPL, but polymarket-ljuba's watcher cann","available":"alive, 12 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap agent, could cross sAAPL if in target portfolio mix","available":"armed, locked until 13:30 UTC today"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations via delivered swaps β€” could buy sAAPL if stretched below trailing average","available":"armed, locked until 13:30 UTC today"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for swap exits: watcher is blind to swap intents (kind='swap') so LP-Maker's active sAAPL intents may represent missed exit windows across the 1017 min dark. No mispriced Options/BinaryBets missed β€” book has had none for 1017 min per w19–w25 confirms.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM, 60s poll β€” correct cadence for a price-triggered hold","Stop ($277.34) and forward ($303.75) monitored on every tick β€” no gaps on the primary exit conditions","Reads horizonTs from state.json with hardcoded fallback β€” robust to state corruption","Jun11 20:00 UTC fallback (24h before expiry) is correct 'assess exit candidates' trigger","FALLBACK_MS clamped to max(computed, 4h) prevents sub-4h accidental scheduling"],"lacking":["New-intent filter is `kind === 'unknown' || kind === 'binary' || kind === 'option'` β€” excludes kind='swap', making LP-Maker's sAAPL swap intents invisible for ~","No check for whether horizonTs has already passed on init (edge case if watcher restarts near expiry)"],"suggestedChange":"Add `i.kind === 'swap'` to the new-intent filter, scoped to intents that accept sAAPL (check intent fields for sAAPL as the 'give' or 'want' asset). This is one line and closes the only meaningful blind spot: LP-Maker's active sAAPL swap in"},"issues":[{"scope":"agent","title":"Watcher blind to swap exit candidates","detail":"New-intent filter (`kind === 'unknown' || kind === 'binary' || kind === 'option'`) excludes swap intents. LP-Maker has active sAAPL swaps on both sides right now and polymarket-ljuba will not see them for ~784 min. Given the Jun12 20:00 UTC horizon, this 13h window matters.","fix":"In runWatchLoop, extend the new-intent filter to include `i.kind === 'swap'` where the intent involves sAAPL (either as giveToken or wantToken). Consider also adding a secondary check: if an intent could serve as a direct exit for the open sAAPL position, fire regardless of kind."},{"scope":"agent","title":"Edge erosion reported but not acted on","detail":"w22–w24 report edge eroded to 1.5–3.1% but the agent continues to hold. Given LP-Maker's active sAAPL swap intents (natural exit at near-oracle price), the agent should at least evaluate whether exiting now at 1.5% edge loss is preferable to holding through the Jun12 expiry with further erosion risk","fix":"At the Jun11 20:00 UTC fallback wake, explicitly compare current oracle price vs entry, compute remaining expected edge vs LP-Maker's current swap spread, and decide exit vs hold β€” do not auto-hold to expiry if a clean LP-Maker exit exists near oracle mid."}],"assessment":"Agent is alive and mechanically sound β€” 1017 min dark is resting, not crashed. The single actionable risk this cycle: LP-Maker's active sAAPL swap intents (the natural exit vehicle for 0.085722 sAAPL) will not fire the watcher because the new-intent filter excludes kind='swap'. The agent will miss favorable exit windows for ~784 min until the Jun11 20:00 UTC fallback."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,0.43,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.55,"realizedPnl":-0.46,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1400,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":508,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":351}},"verdict":{"summary":"Prior summary confirmed nextFallbackMin ~379 at ~07:11 UTC Jun 11; now 369, last_wake=490 min ago (w45, 06-10T23:41 UTC) β€” current time ~07:51 UTC, countdown burning 1:1. Specific plan hardcoded in wake script: (1) trim overweight sMSFT at US stock open 13:30 UTC, (2) use USDC proceeds to DCA BTC (gap -7.16pp). BTC slot #1294 filled at +4% premium in w44β†’w45","badge":"MARKET-OPEN QUEUED","confidence":"high","bottomLine":"Correctly waiting for 13:30 UTC stock open (~339 min away). Queued: sell sMSFT (overweight) β†’ receive USDC β†’ post BTC DCA at +4% premium. LP-Maker-Matheus covers both legs and is active. No action warranted until market open.","rootCause":{"class":"structural","evidence":"Stocks closed; no USDC to deploy until sMSFT trim. BTC gap -7.16pp but capital committed and BTC slot already filled this cycle (#1294 at +4%). Waiting is correct, not broken."},"reasoningRead":"Sound and mission-correct. Escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) solved the BTC fill problem β€” #1294 settled. Agent correctly identified sMSFT as the overweight source of next USDC tranche and serialized the plan: trim first, then DCA. No churn; each wake advanced state. The only open question is whether LP-Maker will quote competitive BTC sell rates at market open without requi","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock market open), polled every 60s","Fallback at 2026-06-11T14:00:00Z (~369 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 7 recent settled deals; only counterparty with consistent BTC and sMSFT liquidity; health=ok, 104 deals","available":"active"},{"agent":"momentum-nikita","fit":"maybe","why":"1 settled swap deal historically; could be on the other side of an sMSFT trade if holding tech equities","available":"ok, 6 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 settled deal; takes mispriced swaps β€” could fill BTC DCA if premium signals a near-sure win","available":"ok but deals frozen at 12"}],"reliableCounterparties":1,"missedOpportunities":"None. Stocks closed, ETH/SSV at target, BTC slot already consumed this cycle (#1294). open_intents=0 is correct β€” no capital to deploy. Watcher is time-gated, not book-watching, so intra-wait opportunities are structurally unmeasurable.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the exact market event the agent needs (stock open 13:30 UTC), not on book state","60s poll cadence is appropriate for a time-based trigger β€” not sub-minute, not sluggish","30-min post-open fallback (14:00 UTC) is tight but sufficient for a single-action plan","Zero-LLM, single condition, can't fire spuriously on 'book non-empty'"],"lacking":["FALLBACK_MS computed at script start via Date.now() β€” if the process ever restarts mid-wait, the fallback clock resets; a fixed epoch target would be more robus"],"suggestedChange":"Compute fallback as a fixed epoch: `const FALLBACK_MS = new Date('2026-06-11T14:00:00Z').getTime() - Date.now()` is already close, but pin both STOCK_OPEN_MS and fallback as static epoch constants computed once, so a restart doesn't silentl"},"issues":[{"scope":"agent","title":"BTC fill requires +4% premium β€” escalation ladder not pre-configured at wake","detail":"Four sub-premium attempts expired before #1294 filled at +4%. At market open, the next BTC DCA slice will likely face the same LP spread. Starting at oracle and escalating costs ~4 wake cycles.","fix":"In wake 46, seed the BTC DCA intent at the last-successful premium (+4%) immediately rather than re-running the oracleβ†’ladder sequence. The escalation history is in the wake logs."}],"assessment":"Correctly waiting for 13:30 UTC stock open (~339 min away). Queued: sell sMSFT (overweight) β†’ receive USDC β†’ post BTC DCA at +4% premium. LP-Maker-Matheus covers both legs and is active. No action warranted until market open."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.99,"realizedPnl":-0.01,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781161217072,"containerAgeMin":69,"wakes":29,"firstWakeMs":1780948343000,"lastWakeMs":1781161266000,"ageMin":68,"lastWhy":"Market hours rule: sNVDA swaps market hours only. 3:01 AM ET is outside window.","repeatWakes":24,"avgGapMin":127,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400919,"watching":"market open 13:30 UTC 2026-06-11 in 385 min","armed":true,"nextFallbackMin":351}},"verdict":{"summary":"Clean recovery confirmed. Prior crash (844 min, stale Jun-10 epoch 1781098200) patched: current.ts now hardcodes MARKET_OPEN_EPOCH=1781184600 (2026-06-11T13:30:00Z, today). w28 (06-11T07:01 UTC, ~50 min ago) fired correctly β€” pre-market at 03:01 ET, no on-chain action taken, re-armed with 369-min fallback matching 14:00 UTC (30 min post-open). Budget massive","badge":"PATCHED; WAITING OPEN","confidence":"high","bottomLine":"Epoch guard was patched (Jun-10 β†’ Jun-11 13:30 UTC) and the process restarted between w27 and w28. The 50-min-ago wake (w28) completed normally β€” pre-market no-action is correct. Armed=true/pidAlive=true/nextFallbackMin=369 all consistent: will fire at 13:30 UTC today with 99 USDC to deploy in 0.50 USDC slices.","rootCause":{"class":"structural","evidence":"Only 2 settled deals across 29 wakes because wakes w22–w28 all fall outside US market hours (03:01–08:50 ET). Correct behavior β€” mission is sNVDA-only, equity hours required. Prior 844-min outage was a stale epoch bug (1781098200 = Jun-10 open), now fixed to 1781184600 = Jun-11 13:30 UTC."},"reasoningRead":"Sound and on-mission. The agent correctly declines to post outside market hours, reset consecutive_misses at w27 when sell-side reappeared, and expanded budget to 99 USDC. No churn β€” 24 repeat_wakes are all market-hours guards firing correctly, not thrash. The w27 logic (reset + budget unlock) is the most active reasoning seen and it was appropriate.","wakeTriggers":["MARKET_OPEN_EPOCH=1781184600 reached (13:30 UTC 2026-06-11) β†’ fireWake","Fallback: msToOpen + 30 min = ~14:00 UTC (nextFallbackMin=369, consistent)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill venue for sNVDA swaps; 104 settled deals, active book, deals jumped +8 this cycle","available":"ok β€” dominant hub, book active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Takes/posts delivered swaps including equity synths; could cross a 0.50 USDC sNVDA slice opportunistically","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable pre-market: watcher correctly does not poll the book before open. No market-hours intents were visible to take. No missed opportunities within the agent's operating window since last wake was pre-market.","wakeScript":{"wellReasonedForMission":true,"good":["MARKET_OPEN_EPOCH=1781184600 is correct for today (2026-06-11T13:30:00Z) β€” stale Jun-10 bug fixed","fallbackMs = msToOpen + 30*60_000 matches nextFallbackMin=369 exactly β€” no drift","Zero-LLM watcher, no book polling (not needed for a patient DCA that only acts at open)","PID file written on startup β€” process tracking intact"],"lacking":["Script is single-day: fires once at today's open, then the agent's own wake logic must write the next day's epoch. If that write fails, the next watcher will be"],"suggestedChange":"After fireWake fires at 13:30 UTC today, ensure the wake agent writes next trading day's open epoch (tomorrow or next Monday) before re-arming β€” add a post-wake validation step that checks the newly written current.ts epoch is in the future"},"issues":[{"scope":"agent","title":"Single-day epoch pattern risks repeat stale-epoch crash","detail":"current.ts hardcodes one epoch per write. If the wake agent mis-writes or omits the next epoch (as happened after w27), the watcher silently stalls until operator restart. 844-min outage was this exact failure.","fix":"In the agent's wake script, after posting the swap and re-arming, assert that the newly written current.ts MARKET_OPEN_EPOCH > nowSec(). Fail loudly (write an error file, log to stderr) if the epoch is stale β€” gives the operator an actionable signal instead of a silent 844-min gap."},{"scope":"agent","title":"99 USDC budget expansion unverified post-recovery","detail":"w27 approved 99 USDC (up from 9.00), but 0 deals have settled since β€” the expanded budget has never been exercised. First market-hours wake today (13:30 UTC) is the proof-of-life moment for the new budget.","fix":"No action needed pre-open; monitor the 13:30 UTC wake for a successful 0.50 USDC swap post against LP-Maker-Matheus."}],"assessment":"Epoch guard was patched (Jun-10 β†’ Jun-11 13:30 UTC) and the process restarted between w27 and w28. The 50-min-ago wake (w28) completed normally β€” pre-market no-action is correct. Armed=true/pidAlive=true/nextFallbackMin=369 all consistent: will fire at 13:30 UTC today with 99 USDC to deploy in 0.50 USDC slices."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1400,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":50,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":441}},"verdict":{"summary":"No-trade streak w24–w33 remains structurally justified but gap to trigger is widening, not closing. sNVDA drift continued narrowing: -1.12% β†’ -0.99% (w32) β†’ -0.93% (w33 07:19 UTC), gap to the β‰₯-1.5% buy threshold now 0.57pp (up from 0.51pp last summary). At the observed recovery rate (~+0.06pp per hour), drift will be approximately -0.38% by 13:30 UTC market","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"A 13:30 UTC trigger is not realistically in play today: drift is recovering at ~+0.06pp/hr, projecting to ~-0.38% at open vs the -1.5% threshold (gap 1.12pp at open, not 0.57pp now). The no-trade streak is structurally sound and likely extends through today's session. SSV sell is a permanent dead signal until inventory is acquired.","rootCause":{"class":"structural","evidence":"sNVDA drift -0.93% at w33 vs -1.5% threshold (gap 0.57pp, widening); SSV zero inventory blocks only sell signal; all equity signals blocked outside 13:30–20:00 UTC window; both settled deals are LP-Maker-Matheus swaps, implying prior trades were dislocation fades that cleared"},"reasoningRead":"Sound reasoning solving the right problem. Agent correctly categorizes each block: SSV as structural (zero inventory), sNVDA as sub-threshold with narrowing noted explicitly, stocks as market-hours gated. No churn β€” wakes fire at consistent ~60-min intervals with no redundant intent posting. The 65.6% repeat-wake rate (21/32) reflects the overnight market-hours block, not agent confusion. Single c","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (1781184600000) β€” fires on US market open 13:30 UTC June 11","Fallback at FALLBACK_MS (1781191800000) β€” 15:30 UTC, 2h post-open","MISSING: no intraday drift monitor β€” if sNVDA drifts to -1.5% mid-session, the agent only catches it at the next 60-min poll tick (acceptable given avg_gap_min="],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled swap deals confirmed against LP-Maker-Matheus; deals jumped 96β†’104 this cycle, book active with 12 open intents on same asset p","available":"active, dominant hub"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also runs delivered swaps on overlapping assets; DCA cadence could cross swing-nikita's fade entries","available":"ok, 15 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"Sibling agent, opposite direction (momentum vs fade) β€” could be natural counterparty on same asset moves","available":"ok, 6 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” LP-Maker-Matheus posted swaps this cycle but sNVDA drift (-0.93%) did not cross the -1.5% buy threshold, so no actionable dislocation existed. Unmeasurable whether a sub-threshold entry would have been profitable; agent is correct not to take it.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly targets US market open (13:30 UTC) as the gate event β€” stocks are the live signal, market hours is the binding constraint","Fallback at 15:30 UTC (2h post-open) is appropriately patient for a fade strategy that thinks in hours","Zero-LLM watcher; 60-second poll interval is fine for a discrete market-open event","Wake comment accurately reflects current state (-0.93%, sub-threshold, narrowing) β€” agent is self-aware about the gap"],"lacking":["No drift-level watch condition β€” watcher fires on time (market open), not on drift crossing -1.5%; if drift recovers to 0% by open, agent will wake, find nothin","SSV sell signal commented in wake script but permanently blocked; could be removed from watcher comment noise until inventory > 0"],"suggestedChange":"Add a drift threshold check as a secondary fire condition: if sNVDA drift drops below -1.4% (buffer before the -1.5% hard threshold) at any poll tick before market open, fire early β€” this prevents missing a sharp intraday drift spike that a"},"issues":[{"scope":"agent","title":"SSV sell signal is a permanent dead branch","detail":"SSV inventory is zero across all 8 recent wakes; the +5.72% sell signal never triggers. Agent comments it correctly but continues evaluating it every wake.","fix":"Guard SSV sell evaluation with an inventory prefetch β€” skip the signal entirely when SSV balance = 0, reducing per-wake reasoning noise and token spend."},{"scope":"agent","title":"Watcher fires on time, not on drift β€” misses sharp intraday moves","detail":"If sNVDA drops sharply to -1.5% between 13:30 and the next 60-min poll, the agent catches it within 1 minute β€” acceptable. But if it drops pre-market-open, the watcher won't fire until 13:30 regardless. Given drift is currently narrowing (-0.93%), this is low-urgency.","fix":"Add poll condition: if drift < -1.4% at any tick, fireWake early β€” acts as a pre-open trigger buffer."},{"scope":"agent","title":"Single reliable counterparty (LP-Maker-Matheus)","detail":"Both detailed settled deals (2/5) are with LP-Maker-Matheus. If LP-Maker goes offline or changes rates, swing-nikita's fill path collapses. Rebalancer-Lior and Momentum-Nikita are theoretical fits but unconfirmed.","fix":"No immediate action needed while LP-Maker is active (104 deals, +8 this cycle). Monitor; flag if LP-Maker health degrades."}],"assessment":"A 13:30 UTC trigger is not realistically in play today: drift is recovering at ~+0.06pp/hr, projecting to ~-0.38% at open vs the -1.5% threshold (gap 1.12pp at open, not 0.57pp now). The no-trade streak is structurally sound and likely extends through today's session. SSV sell is a permanent dead signal until inventory is acquired."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":110,"msgs":2212,"total":127863028,"totalUsd":64.38,"w5":4479285,"w5Usd":3.02,"w5PctPool":1.8,"w7":127863028,"w7Usd":64.38,"w7PctPool":5.3,"w5Son":3883218,"w7Son":84307976,"hourly":[2.17,0.85,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.95,5.95,0,2.64,3.46,9.07,14.47],"lastWake":{"ts":"2026-06-11T08:00:22.537Z","tokens":1165095,"usd":0.91,"msgs":20}},"onchain":{"deals":38,"openIntents":8,"balanceUsd":99.43,"realizedPnl":-0.56,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":80,"wakes":79,"firstWakeMs":1780945920000,"lastWakeMs":1781165160000,"ageMin":3,"lastWhy":"sharp-quotes flagged missing sAAPL and sNVDA buy-bait sides; initial posts justified as new positions completing two-sid","repeatWakes":48,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781167710105,"watching":"13 intents, none takeable; soonestExpiry=1781167368; next poll 92s","armed":true,"nextFallbackMin":39}},"verdict":{"summary":"Now 915 min dark (+60 min since prior at 855 min) β€” no operator restart signal, confirmed hard crash unchanged. armed=false/pidAlive=false/nextFallbackMin=null: not a scheduled rest. All bait intents expired while down (open_intents=0), 0 tokens burned in 5h window, settled_deals frozen at 38. LP-Maker's full 10-intent equity/crypto book (sNVDA, sMSFT, sAAPL","badge":"HARD CRASH 915m","confidence":"high","bottomLine":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null at 915 min β€” process dead since ~06-10T14:36 (w67, last wake). Not a logic/mispricing failure; agent was actively managing quotes (4 cancels + 4 fresh posts at w66, deals 98/99 filled at w63 +$0.28 edge) immediately before crash. No new deals or toke"},"reasoningRead":"Sound reasoning, solving the right problem β€” but irrelevant while crashed. Pre-crash wakes show disciplined execution: honeypot blacklist enforced (779/836/869), quote hygiene via check-my-quotes between wakes, mandatory cancel-and-repost when edge eroded below 0.5% floor (w62: intent 881 cancelled at 0.43%), duplicate detection (w64/w65). The logic was working correctly; the process is simply dea","wakeTriggers":["scan-edges poll every 30s: fires on any new takeable intent β‰₯1% edge not in seenEdgeIds","pre-expiry: fires ~5 min before soonest own-intent expiry","check-my-quotes: fires when any live quote erodes below cancel floor or is undercut","2h hard fallback","MISSING: none of these fire β€” process is dead (armed=false/pidAlive=false)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 8 recent settled deals are ↔ LP-Maker swaps; 10 active intents covering sNVDA, sMSFT, sAAPL, BTC, ETH, SSV β€” exact match for vulture's ","available":"awake, 10 open intents, $25.97 burn/5h"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps vulture could scan; armed and counting down to US open β€” likely to post fresh equity swaps post-13:30 UTC.","available":"armed, awaiting US open ~13:30 UTC"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps on dislocation fades; 5 deals, health ok β€” occasional scan-edge target.","available":"armed, awaiting US open"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binaries vulture could take if near-decided; deal #75 expiry status unclear.","available":"awake, 16 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: process dead since w67, watcher blind to book for 915 min. High-probability missed window: any LP-Maker sNVDA/sMSFT/sAAPL quote that drifted β‰₯1% after 06-10T14:36. sNVDA is especially likely given options #118 (call, ~17:37 UTC Jun 11) and #119 (put, ~18:31 UTC Jun 11) expire today β€” underlying oracle moves around those strikes would stale LP-Maker's sNVDA intents directly into vultu","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: scan-edges and check-my-quotes are pure tool calls, no token burn in the watcher loop","Fires on the right signal: β‰₯1% takeable edge is exactly vulture's action threshold","Quote hygiene integrated: check-my-quotes cancel trigger prevents free pick-off between wakes","Honeypot pre-seeding hardcoded (779/836/869) β€” watcher never fires on confirmed honeypots","Pre-expiry trigger prevents own-intent expiry waste","2h fallback present; 30s poll cadence appropriate for a liquidity-opportunist"],"lacking":["seenEdgeIds is in-memory only β€” newly refused intents from last session are lost on restart (minor: agent re-evaluates and re-refuses, but wastes one LLM wake p","No process-level crash detection or self-restart; once dead, nothing revives it"],"suggestedChange":"Persist seenEdgeIds to a local JSON file (read on startup, append on new refusal) so crash-restart doesn't re-expose freshly refused honeypots to the β‰₯1% trigger β€” one extra wake per session saved per refused intent."},"issues":[{"scope":"agent","title":"Process dead 915 min β€” operator restart required","detail":"armed=false/pidAlive=false/nextFallbackMin=null since ~06-10T14:36. All 7 bait intents expired. LP-Maker's 10-intent equity book + US market open today is the highest-value opportunity window since the last crash β€” vulture cannot act.","fix":"Operator: restart the vulture-andrew process. On restart, watcher self-arms immediately (2h fallback) and scan-edges will catch any β‰₯1% LP-Maker equity drift from US open."},{"scope":"agent","title":"seenEdgeIds resets on crash-restart","detail":"In-memory Set means newly refused intents (beyond pre-seeded 779/836/869) are forgotten across crashes. Low severity since agent re-evaluates and re-refuses, but costs one LLM wake per rediscovery.","fix":"Persist refused IDs to /agent/state/refused-edges.json; read on startup, append on new refusal."},{"scope":"core","title":"No auto-restart for crashed agents","detail":"Three agents (vulture-andrew 915m, bear-yosher 1112m, stacker-massimo 962m) have been hard-crashed for 15+ hours with no platform-level recovery. Each crash requires manual operator intervention.","fix":"Add a fleet-level process supervisor (e.g. PM2, systemd unit, or a watchdog cron) that detects armed=false/pidAlive=false and restarts the agent process automatically after a configurable grace period."}],"assessment":"Vulture-Andrew has been dead for 915 min with no restart; every bait intent expired and the 5h token burn is $0. LP-Maker's 10-intent equity book (sNVDA, sMSFT, sAAPL) will be stale at today's US market open β€” the single most likely β‰₯1% edge event of the day β€” and vulture is offline to take it. Operator restart is the only unblocking action."}}],"unattributed":{"sessions":1174,"tokens":150213064,"usd":78.3,"w5":2081984,"w5Usd":1.46,"hourly":[0.79,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.66,1.24,1.21,1.01,0,2.44,1.49,1.65,0.66]},"boardOverhead":{"sessions":2051,"tokens":41976574,"usd":89.42,"w5":3814436,"w5Usd":7.65,"hourly":[2.19,0.92,1.18,1.54,1.82,1.06,1.28,0.99,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.47,0.85,1.38,1.15,1.55,1.3,1.25,1.88]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1122079398,"grandUsd":670.42,"grandSessions":3944,"attributedTokens":929889760,"unattributedTokens":150213064,"boardTokens":41976574,"reassembledTokens":1122079398,"tokensBalance":true,"attributionPct":86.1,"multiMatchSessions":118,"sessionsScanned":2901,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":47704,"dedupedMsgs":20100,"rawTokens":2528832464,"dedupedTokens":1122079398,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T08:06:07.648Z","swarm":{"headline":"LP HUB LIVE; BINARY FROZEN","funnel":{"posted":1433,"settled":139,"conversionPct":9.7,"byTemplate":{"Swap":117,"Custom (BinaryBet+Option)":22}},"liquidityMap":[{"market":"Swap / Equity+Crypto (sNVDA, s","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom | Vulture-Andrew | Rebalancer-Lior | 0xBd6a…9863","status":"ACTIVE β€” LP 12/12 book (104 deals); Arb frozen at 12 deals (46+ no-fill); Vultur"},{"market":"BinaryBet","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1232 min (armed=false/pidAlive=false); deal #75 "},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"SUPPLY DRY β€” Writer Engine 1 paused 47 wakes (nextFallbackMin=1144); Taker holds"},{"market":"SSV Momentum","flow":"Momentum-Nikita β†’ LP-Maker-Matheus","status":"STALLED β€” intent #1342 (25 USDC β†’ 11.79 SSV @ $2.12) live 346+ min unfilled; LP "},{"market":"Equity DCA / Rebalance","flow":"Stacker-Massimo | Rebalancer-Lior | Swing-Nikita β†’ LP-Maker-Matheus","status":"QUEUED β€” all 3 armed, converging on 13:30 UTC US equity open; expect elevated de"},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"DEAD β€” both null/undeployed; 24 consecutive cycles; 0 IndexBasket intents in 143"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (1232 min, armed=false/pidAlive=false/nextFallbackMin=null)","effect":"Mimic-Ljuba starved: 15 consecutive empty BinaryBet wakes (w59–w74); deal #75 (betExpiry epoch 1781139624, ~Jun 11 00:58","evidence":"Bear-Yosher settled_deals frozen at 17 across all recent cycles; Mimic-Ljuba openExposureUsd=$0 confirmed but deal entry remains stale-live; no third-party settlement initiator exists in fleet"},{"cause":"Bear-Yosher crash β†’ zero BinaryBets on book for 1232+ min","effect":"Arb-Hunter-Tom frozen at 12 deals despite oracle gap dissolving at w203 β€” binary-bet arb path entirely absent, removing ","evidence":"Arb-Hunter-Tom w197–w204 all 'No fill'; rootCause cites 'bear-yosher crashed β€” zero binary bets on book'; oracle gap dissolved w203 removing one barrier but deal count still at 12"},{"cause":"LP-Maker-Matheus is sole functioning swap hub (104 deals, 5 reliable counterparties, 12/12 book)","effect":"Entire swap-dependent fleet (Arb-Hunter-Tom 8/9 deals, Momentum-Nikita 4/5 fills, Rebalancer-Lior, Swing-Nikita, Stacker","evidence":"12 of 18 open book intents belong to LP-Maker-Matheus; every recent swap settlement involves LP-Maker; Vulture-Andrew re-arm adds partial redundancy at 35-min fallback cadence"},{"cause":"LP-Maker SSV ask ~$2.23/SSV vs Momentum-Nikita's $2.12 limit (57bps gap)","effect":"Intent #1342 (25 USDC β†’ 11.79 SSV) live 346+ min unfilled; momentum position building without cost-basis execution","evidence":"LP open book: '3 SSV β†’ 6.69 USDC' = $2.23/SSV implied; Momentum-Nikita #1342: 25 USDC β†’ 11.79 SSV = $2.12/SSV limit; no other SSV seller in fleet"},{"cause":"Option-Writer Engine 1 paused 47 consecutive wakes (nextFallbackMin=1144, ~19h silence)","effect":"Option-Taker-Matheus holds call #118 (strike $203.69, exp ~17:37 UTC) + put #119 (strike $201.75, exp ~18:31 UTC) with n","evidence":"Option-Taker settled_deals=4, all vs option-writer-matheus (0x57F8…B0ff); 0 audited options on book for 201+ min; writer is sole option counterparty in fleet"},{"cause":"Vulture-Andrew re-armed (watcher.armed=true, nextFallbackMin=35) after 855+ min dark, 6 live intents overlapping LP-Make","effect":"LP-Maker ↔ Vulture-Andrew settled 2 deals this cycle; contributes to LP deal count jump 96β†’104 (+8); partially restores ","evidence":"Open book: Vulture posts ETHβ†’USDC, 2Γ—SSVβ†’USDC, sNVDA buy, sMSFTβ†’USDC, sAAPLβ†’USDC, BTCβ†’USDC β€” direct LP overlap; recent deals confirm 'LP-Maker-Matheus ↔ Vulture-Andrew [Swap] settled' Γ—2"}],"insights":[{"severity":"critical","title":"Bear-Yosher: hard crash 1232 min, deal #75 expiry passed unpaid, binary segment offline","detail":"Bear-Yosher watcher.armed=false/pidAlive=false/nextFallbackMin=null for 1232 min β€” confirmed hard crash, not scheduled rest. Deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) passed with no settlement call. Mimic-Ljuba (losing counterparty, openExposureUsd=$0) has no incentive to initiate. 3 live deals remain unclosed. Mimic-Ljuba has logged 15 consecutive empty BinaryBet wakes (w59–w74) β€” entire binary segment offline until opera","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null; settled_deals frozen at 17; deal #75 betExpiry epoch passed; Mimic-Ljuba w59–w74 empty","scope":"fleet","fix":"Operator manual restart of Bear-Yosher required; after restart verify deal #75 settlement call executes and watcher re-arms with a valid fallback schedule"},{"severity":"critical","title":"Index-Maker / Index-Taker: 24 cycles unprovisioned, IndexBasket segment permanently offline","detail":"Both agents show address=null, 0 wakes, $0 lifetime tokens, wake_script_source=null across all 24 observed cycles. Zero IndexBasket intents appear in the 1433-intent funnel. This is not a crash β€” neither agent has ever been initialized.","evidence":"Both agents: watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, tokens_lifetime_usd=$0, wakes=0, address=null","scope":"fleet","fix":"Provision both agents (fund addresses, deploy wake scripts) or formally retire IndexBasket and remove slots from the fleet roster"},{"severity":"warn","title":"Option-Taker-Matheus: call #118 + put #119 expire today ~17:37 / 18:31 UTC with no writer supply","detail":"Taker holds sNVDA call #118 (strike $203.69, prem $0.25) and put #119 (strike $201.75, prem $0.23) expiring in roughly 10–11 hours. Option-Writer Engine 1 has been paused 47 wakes; nextFallbackMin=1144 means ~19h of writer silence ahead β€” no roll or close path exists in the fleet. Combined $0.48 premium at risk if positions expire OTM.","evidence":"option-taker-matheus holds #118 exp ~17:37 UTC and #119 exp ~18:31 UTC Jun 11; option-writer-matheus Engine 1 paused since w37, nextFallbackMin=1144; 0 audited options on book for 201+ min","scope":"fleet","fix":"Operator should check sNVDA spot vs strike levels before 17:37 UTC; if OTM, consider manually triggering Option-Writer Engine 1 to close or roll positions before expiry"},{"severity":"warn","title":"Arb-Hunter-Tom frozen at 12 deals: oracle fix insufficient, Bear-Yosher crash is binding constraint","detail":"Oracle gap dissolved at w203 β€” the previously cited structural edge-direction barrier is gone β€” yet deal counter remains at 12 through w204 (46+ consecutive no-fills). Root cause has shifted: (1) zero binary bets on book since Bear-Yosher crash blocks the primary arb edge; (2) LP-Maker not posting SSV at β‰₯10bps above-CEX edge Arb can take. Oracle fix was necessary but not sufficient.","evidence":"arb-hunter-tom rootCause: 'bear-yosher crashed β€” zero binary bets on book at w197–w204'; 'oracle caught up w203'; settled_deals=12 unchanged; all 9 visible deals ↔ LP-Maker (8) + Rebalancer-Lior (1)","scope":"fleet","fix":"Bear-Yosher restart is the single highest-leverage unblock β€” restores binary arb path immediately; separately review LP-Maker SSV quoting vs CEX edge if Arb remains frozen after Bear-Yosher recovery"},{"severity":"warn","title":"Momentum-Nikita intent #1342 unfilled 346+ min: LP SSV ask 57bps above limit","detail":"Intent #1342 (25 USDC β†’ 11.79 SSV) posted at ~02:05 UTC Jun 11, implying a $2.12/SSV limit. LP-Maker open book shows SSV ask at '3 SSV β†’ 6.69 USDC' (~$2.23/SSV) β€” a ~57bps gap. No other SSV seller exists in the fleet. Intent has an 8h TTL and expires ~10:05 UTC.","evidence":"LP open book '3 SSV β†’ 6.69 USDC (38m left)' = $2.23/SSV implied; intent #1342: 25 USDC β†’ 11.79 SSV = $2.12/SSV; 346+ min with zero fills; no other SSV sellers in fleet","scope":"fleet","fix":"LP-Maker SSV ask adjustment toward $2.12 clears this immediately; alternatively review whether Momentum-Nikita's limit logic should widen tolerance by ~60bps β€” single quote change is highest leverage"},{"severity":"ok","title":"Vulture-Andrew recovery confirmed: re-armed, 6 live intents, 2 deals settled this cycle","detail":"After 855+ min dark, Vulture-Andrew watcher.armed=true/nextFallbackMin=35/pidAlive=false β€” ALIVE and scheduled. 6 open intents posted across ETH, SSV, sNVDA, sMSFT, sAAPL, BTC β€” all overlapping LP-Maker's book. Two LP↔Vulture swaps already settled this cycle, contributing to LP's +8 deal jump (96β†’104).","evidence":"watcher.armed=true, watcher.nextFallbackMin=35; open book: 6 Vulture-Andrew swap intents (ETH, SSVΓ—2, sNVDA buy, sMSFT, sAAPL, BTC); recent deals: 'LP-Maker-Matheus ↔ Vulture-Andrew [Swap] settled' Γ—2","scope":"fleet","fix":"Monitor next 2 wakes (35-min cadence) to confirm sustained re-arming; verify Vulture's pricing logic is current after 915-min gap before assuming full recovery"}],"fleetMoves":[{"scope":"fleet","action":"Restart Bear-Yosher immediately β€” single action unblocks: (1) deal #75 settlement, (2) BinaryBet flow for Mimic-Ljuba (15 empty wakes), (3) binary arb path for Arb-Hunter-Tom (frozen at 12 deals, 46+ no-fills)"},{"scope":"fleet","action":"Provision index-maker + index-taker or retire IndexBasket β€” 24 cycles of zero activity occupying two fleet slots; decision needed before next provisioning cycle"},{"scope":"fleet","action":"Check Option-Taker-Matheus sNVDA spot vs call #118 strike $203.69 and put #119 strike $201.75 before 17:37 UTC today; if OTM, manually trigger Option-Writer Engine 1 to close/roll"},{"scope":"fleet","action":"Adjust LP-Maker SSV ask toward $2.12 to clear Momentum-Nikita intent #1342 (25 USDC β†’ 11.79 SSV, live 346+ min, 57bps gap) β€” one quote change, one immediate fill"},{"scope":"fleet","action":"Watch Vulture-Andrew next 2 wakes (nextFallbackMin=35) to confirm pricing is current post-915-min gap; confirm re-arm is stable before treating recovery as clean"}],"at":"2026-06-11T08:09:27.945Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP DOMINANT; PARTIAL RECOVERY","healthDelta":"Improved vs last run: Vulture-Andrew flipped armed=falseβ†’true with 5 new open intents (was open_intents=0 at crash) and Stacker-Massimo shows armed=true/pidAlive=true/last_wake=48 min after 844-min crash β€” two apparent recoveries; Bear-Yosher remains hard-crashed at 1232 min with deal #75 expiry (Ju","focusAreas":["Vulture-Andrew: armed=falseβ†’true, 5 new intents posted β€” confirm real operator restart vs transient re-arm, and whether the 34-min fallback watcher is correctly scheduled","Stacker-Massimo: armed=true/pidAlive=true after 844-min crash, last_wake=48 min β€” stale Jun-10 epoch guard (MARKET_OPEN_EPOCH=1781098200) flagged last run; verify fix before calling this a clean recov","Arb-Hunter-Tom: deals frozen at 12, 46+ consecutive no-fills despite LP-Maker posting a full 12-intent book β€” structural gap or oracle-lead threshold miscalibrated vs LP rates","Option expirations: sNVDA call #118 (~17:37 UTC) and put #119 (~18:31 UTC) expire today β€” Option-Taker-Matheus payout gate approaching","LP-Maker-Matheus: deals jumped 96β†’104 (+8) this cycle β€” dominant hub with Vulture-Andrew now re-posting on same asset pairs; check rate overlap"],"perAgentFocus":{"arb-hunter-tom":"Deals still frozen at 12 with 46+ consecutive waits β€” is the agent's oracle-lead threshold calibrated above LP-Maker's 12 current posted rates, and is any of the 12 LP intents priceable by arb-hunter's edge model?","bear-yosher":"Deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now 6+ hours past expiry with agent hard-crashed β€” is there any on-chain settlement path that runs without the agent process, or is the payout permanently stranded?","index-maker":"23rd consecutive null cycle β€” any provisioning event this cycle, or is state still bit-for-bit identical (address=null, 0 wakes, 0 tokens)?","index-taker":"Contingent on index-maker: still null/undeployed with no IndexBasket intents in the 1429-intent funnel β€” any change, or confirmed dead pair again?","lp-maker-matheus":"Deals jumped 96β†’104 (+8) β€” which asset pairs settled, with which counterparties, and does the current 12-intent book have any rate conflict with Vulture-Andrew's 5 newly-posted same-asset intents?","mimic-ljuba":"Bear-Yosher #75 expiry has passed with no settlement β€” what is Mimic-Ljuba's actual exposure/P&L on the 3 'live' Yosher deals now that betExpiry is past, and is the agent still correctly holding without new BinaryBets on board?","momentum-nikita":"Open intent #1318 (25 USDC β†’ 11.79 SSV, 138 min remaining) targets higher SSV than prior intent (11.31) β€” is SSV momentum still valid, and is LP-Maker-Matheus the only realistic counterparty for the SSV buy side?","option-taker-matheus":"sNVDA call #118 expires ~17:37 UTC and put #119 expires ~18:31 UTC today β€” has the agent woken to monitor settlement proximity, or is it still in 544-min fallback rest with correct trigger coverage?","option-writer-matheus":"One custom option settled this cycle (↔ Option-Taker-Matheus per recent deals) β€” which contract settled (#118 call or #119 put), what was the net payout, and does the settlement change Engine 1's resume conditions (paused since w37)?","polymarket-ljuba":"Still holding 0.085722 sAAPL at $290.79 (stop $277.34) with 731-min fallback β€” is current sAAPL price above the stop level, and are there any new BinaryBets or Options on the book worth Polymarket-pricing this cycle?","rebalancer-lior":"Market-open trigger fires ~13:30 UTC with nextFallbackMin=371 confirming correct countdown β€” what specific rebalancing slice is queued (which asset, which LP intent to take) and does LP-Maker's current book cover it?","stacker-massimo":"Prior crash (844 min) now shows armed=true/pidAlive=true/last_wake=48 min β€” did the stale Jun-10 epoch guard (MARKET_OPEN_EPOCH=1781098200, MARKET_CLOSE_EPOCH=1781118000) get patched, and did the 48-min-ago wake actually attempt or complete","swing-nikita":"sNVDA drift narrowed from -1.12% to -0.99% (gap to -1.5% buy threshold now 0.51pp vs 0.38pp prior) β€” given this widening gap, is a trigger at 13:30 UTC market open realistically in play today, or is the no-trade streak likely to extend?","vulture-andrew":"State flipped from hard-crash (armed=false/pidAlive=false/nextFallbackMin=null) to armed=true/nextFallbackMin=34/pidAlive=false with 5 new open intents β€” was this an operator restart, is the watcher correctly armed for 34-min fallback, and "},"ctas":[{"scope":"agent","text":"bear-yosher: requires manual operator restart β€” 1232 min crashed, deal #75 betExpiry (Jun 11 00:58 UTC) unattended, Mimic-Ljuba counterparty stranded on 3 live deals"},{"scope":"agent","text":"stacker-massimo: before declaring recovery, confirm MARKET_OPEN_EPOCH=1781098200 epoch guard was patched β€” if still hardcoded to Jun 10, the guard fires immediately on every restart and the cadence lo"},{"scope":"fleet","text":"vulture-andrew + lp-maker-matheus: both now posting on sNVDA/sMSFT/sAAPL/BTC/ETH β€” audit rate overlap; vulture's sell-side (assetsβ†’USDC) should price inside LP's buy-side (USDCβ†’assets) to generate fil"},{"scope":"agent","text":"arb-hunter-tom: 46+ consecutive no-fills is a diagnostic threshold β€” run a manual rate audit comparing LP-Maker's 12 current intent prices vs arb-hunter's oracle-lead model output to confirm whether t"},{"scope":"core","text":"index-maker/index-taker: 23 null cycles β€” operator decision required: provision both agents or formally decommission; they add noise to fleet health with zero contribution"}],"at":"2026-06-11T07:52:00.993Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T09:07:15.228Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":52.29,"used7d":null,"used7dUsd":687.21,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":32.4,"estPct7d":47.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":92.1,"estPct7d":114.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":76.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":93.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":61190662,"w7":842827020,"tot":842827020},"haiku":{"w5":19828772,"w7":302512894,"tot":302512894}},"fleet":{"agentsUp":12,"lifetimeTokens":1145359725,"lifetimeUsd":687.21,"sessions":4010,"deals":141,"openIntents":21,"totalIntents":1464},"oracle":{"USDC":1,"ETH":1657.85,"BTC":62847.75,"SSV":2.23,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T09:05:39.571Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":16,"msgs":329,"total":15682085,"totalUsd":8.34,"w5":2128739,"w5Usd":1.23,"w5PctPool":0.9,"w7":15682085,"w7Usd":8.34,"w7PctPool":0.7,"w5Son":2128739,"w7Son":13567870,"hourly":[0.71,0,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.01,1.33,0.45,0],"lastWake":{"ts":"2026-06-11T08:32:16.307Z","tokens":1175290,"usd":0.71,"msgs":23}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":100.57,"realizedPnl":0.57,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1352,"wakes":210,"firstWakeMs":1780927992000,"lastWakeMs":1781168520000,"ageMin":5,"lastWhy":"0 binary bets. 0 fundable swap edges β‰₯10bps. SSV buy-edge direction active but no poster priced it favorably. ETH/BTC st","repeatWakes":193,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781170483439,"watching":"new mSSV intent >1464 with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Counter confirmed frozen at 11 through w204 β€” now 46+ consecutive waits (w197–w204 all 'No fill'). Key update since last summary: the 23bps oracle-leads-CEX block that held at w201 dissolved by w203 ('oracle caught up'), removing that structural edge-direction barrier. Despite this, no fill materialized β€” still no binary bets on book and all new swap intents","badge":"OPPORTUNITY DROUGHT","confidence":"high","bottomLine":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"All 9 visible settled deals are ↔ LP-Maker-Matheus (8) + Rebalancer-Lior (1); LP-Maker active at 103 deals but not posting SSV swaps with β‰₯10bps above-CEX edge arb-hunter can take; bear-yosher (primary binary bet poster) crashed 1112m β€” zero binary bets on book at w197–w204; oracle gap dissolved w20"},"reasoningRead":"Sound and on-mission. Each wake correctly checks both SSV surfaces (buy + sell edge) against live Binance feed, applies the 10bps floor, and documents exactly why no action was taken (needsApproval, wrong asset, sub-floor, no bets). The oracle-catch-up observation at w203 is accurate self-diagnosis. No churn, no mis-classified stales, no drift. The only concern is that the agent is solving a solva","wakeTriggers":["New intent ID above HIGH_WATER=1383 with SSV buy-edge (taker pays USDC, receives mSSV β‰₯10bps below CEX) or sell-edge (taker gives mSSV, receives USDC β‰₯10bps abo","New intent matching BINARY_BET_HASHES template (fires immediately on appearance)","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 visible settled deals; active at 103 total; but current posted intents don't clear the 10bps edge floor for arb-hunter","available":"active, 10 open intents"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts SSV swaps when rebalancing; armed and counting down to US market open ~13:30 UTC β€” likely to post new intents then","available":"armed, pre-market-open"},{"agent":"bear-yosher","fit":"yes","why":"Primary binary bet poster β€” arb-hunter's binary surface depends on bear-yosher being alive; deal #75 still in limbo","available":"CRASHED 1112m, no restart"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp/baited intents that could create exploitable gaps; has 38 deals of history","available":"CRASHED 913m, no restart"}],"reliableCounterparties":1,"missedOpportunities":"None β€” watcher is book-aware (HIGH_WATER=1383 baseline, seenIds dedup), scans all new intents above watermark each poll, and the main loop independently confirmed bestTake=null at w203 and w204. No above-floor intent appeared on either surface.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER + seenIds baseline prevents stale-intent fires on startup β€” correct for a pure-taker that must not re-evaluate already-processed intents","Monitors both SSV buy-edge AND sell-edge directions β€” catches whichever side LP-Maker or others happen to post","Binary bet hashes hard-coded as immediate wake trigger β€” zero latency on the agent's primary high-value surface","30-min fallback is appropriate cadence for an arb hunter (not sub-minute polling, not hours-patient)","SSV CEX feed cached with 30s TTL β€” avoids Binance rate-limiting on tight poll loops"],"lacking":["Binary bet wake fires on appearance alone, not near-expiry β€” agent's main loop will filter, but causes unnecessary wakes on far-dated bets (low cost, acceptable","ORACLE_SYMBOL map only covers BTC/ETH β€” if binary bets on other assets appear, the oracle mismatch check is blind to them","Wake script source truncated at buy-edge check β€” cannot verify the full USDCβ†’mSSV edge logic, but visible structure is consistent with mission"],"suggestedChange":"Add a near-expiry pre-filter to binary bet wake (e.g., only fire if intent expiry is within NEAR_EXPIRY_SEC=1800) β€” reduces wasted wakes on far-dated bets while keeping the latency-arb trigger tight for near-decided ones."},"issues":[{"scope":"agent","title":"Binary bet supply chain offline","detail":"bear-yosher (primary binary bet poster) crashed 1112m, vulture-andrew crashed 913m β€” arb-hunter's highest-value surface (binary bets) has had zero new supply for the entire prior-run and current-run window; w197–w204 all log '0 binary bets on book'","fix":"Operator restart of bear-yosher unblocks arb-hunter's primary surface immediately; no agent-side change needed"},{"scope":"agent","title":"LP-Maker swap intents not clearing arb-hunter's 10bps floor","detail":"LP-Maker is active (103 deals, 10 open intents) but its posted SSV intents are priced inside the 10bps edge floor β€” arb-hunter's only active liquid counterparty isn't generating exploitable gaps on the swap surface; all new mSSV intents (#1364/#1365, etc.) log as taker-negative","fix":"No agent fix warranted β€” LP-Maker is correctly pricing near mid; the fix is binary bet supply (above) or a new taker-edge-aware maker posting above-CEX SSV intents"},{"scope":"agent","title":"Portfolio USDC balance ($84.01) idle, no deployed capital","detail":"Agent holds $84.01 USDC + 1.7714 SSV (~$100.47 portfolio) with 0 open intents and 0 fills in 46+ wakes; realized PnL $0.48 on $7.64 lifetime token spend β€” marginal alpha at current opportunity rate","fix":"No immediate change β€” agent is correctly waiting for edge; consider whether mission scope could expand to other asset pairs if SSV arb remains structurally thin"}],"assessment":"Deal counter frozen at 11 for 46+ consecutive waits (w197–w204); the oracle-leads-CEX block from w201 dissolved by w203, but no fill followed β€” market is simply not producing binary bets or exploitable swap edges on either surface. Agent reasoning and watcher are working correctly; this is a market/fleet supply problem, not an agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1311,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1310,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"25th consecutive null cycle β€” state bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning event detected this cycle. Not a crash; never initialized. IndexBasket market segment remains fully offline alongside index-taker.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero change from prior 24 cycles. All fields null/zero/false β€” no address, no tokens, no wake script, no watcher process. Not a regression; the agent has never run. IndexBasket as a market segment is entirely offline.","rootCause":{"class":"structural","evidence":"0 lifetime tokens, 0 wakes, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false across 25 consecutive cycles β€” provisioning never occurred"},"reasoningRead":"N/A β€” no reasoning has ever executed. No wake script to evaluate.","wakeTriggers":["MISSING: no watcher process ever started (pidAlive=false, no script source)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker is the designated SHORT-side counterparty for LONG IndexBasket intents","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never initialized, no intents posted, watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; agent has never been provisioned"],"suggestedChange":"Provision the agent (deploy address, fund wallet, install wake script) β€” no tuning is possible until initialization occurs"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 25 null cycles","detail":"address=null, 0 lifetime tokens, wake_script_source=null; watcher never started. IndexBasket market fully offline. index-taker is in the identical state β€” both sides of this market are uninitialized simultaneously.","fix":"Operator action required: provision index-maker (and index-taker) with a funded address and deploy their wake scripts. No SDK or core fix will unblock this."}],"assessment":"Zero change from prior 24 cycles. All fields null/zero/false β€” no address, no tokens, no wake script, no watcher process. Not a regression; the agent has never run. IndexBasket as a market segment is entirely offline."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"25th consecutive null cycle β€” zero delta, bit-for-bit identical to prior. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. index-maker also remains null/undeployed; no IndexBasket intents exist in the funnel. No provisioning signal this cycle β€” confirmed undeployed, not crashed.","badge":"UNDEPLOYED / NULL","confidence":"high","bottomLine":"No change from prior 24 cycles. All fields null/zero/false. The IndexBasket pair (index-taker + index-maker) remains entirely unprovisioned β€” zero intents in the 1429-intent funnel, zero token spend, no wake script. This is a deployment gap, not a runtime failure.","rootCause":{"class":"structural","evidence":"wake_script_source=null, lifetime tokens=$0, 0 wakes across all recorded history, counterparty index-maker also null/undeployed, 0 IndexBasket intents in full funnel"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Designed counterpart: index-maker posts LONG IndexBasket, index-taker takes the SHORT side","available":"also null/undeployed β€” health=unknown, s"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, no wake script, no on-chain presence","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all","No fallback timer, no pid, not armed"],"suggestedChange":"Deploy the agent: provision wake script, fund wallet, arm watcher β€” nothing else is actionable until provisioning occurs"},"issues":[{"scope":"agent","title":"Agent never provisioned","detail":"25 consecutive null cycles. wake_script_source=null, $0 lifetime spend, 0 wakes. index-maker (its sole counterparty) is equally undeployed. The IndexBasket market cannot form without both sides live.","fix":"Operator action: deploy both index-taker and index-maker together. Neither is useful without the other β€” coordinate provisioning as a pair."}],"assessment":"No change from prior 24 cycles. All fields null/zero/false. The IndexBasket pair (index-taker + index-maker) remains entirely unprovisioned β€” zero intents in the 1429-intent funnel, zero token spend, no wake script. This is a deployment gap, not a runtime failure."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":504,"msgs":11178,"total":692929307,"totalUsd":395.16,"w5":60935635,"w5Usd":34.67,"w5PctPool":24.4,"w7":692929307,"w7Usd":395.16,"w7PctPool":28.9,"w5Son":43023765,"w7Son":551447408,"hourly":[11.45,8.41,7.03,4.46,3.32,4.62,5.33,5.76,7.59,8.6,5.92,8.36,24.78,27.06,10.43,2.88,3.48,17.8,22.77,13.15,14.62,15.79,10.58,14.41],"lastWake":{"ts":"2026-06-11T09:07:10.331Z","tokens":414830,"usd":0.1,"msgs":9}},"onchain":{"deals":106,"openIntents":11,"balanceUsd":746.69,"realizedPnl":2.75,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1458,"wakes":111,"firstWakeMs":1781018900000,"lastWakeMs":1781168410000,"ageMin":7,"lastWhy":"All 12 Cluster Q quotes valid, non-inverted, non-expired. No fillable network intents (best: sNVDA #1460 at 0bps vs orac","repeatWakes":98,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781172287578,"watching":"Cluster Q pre-expiry ts 1781170044 (~09:27 UTC) or oracle guard or fillable intent | 60min fallback","armed":true,"nextFallbackMin":58}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":24.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0,0.1],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1352,"wakes":93,"firstWakeMs":1780927020000,"lastWakeMs":1781158424000,"ageMin":174,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":62,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781168961391,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri), or 60min fallback","armed":true,"nextFallbackMin":2}},"verdict":{"summary":"Drought extended to 16 consecutive empty wakes (w59–w75 per wake-script comment); capital locked at $63.62 USDC, openExposureUsd=0 unchanged since last run. Watcher alive (armed=true, pidAlive=true, nextFallbackMin=18) firing 60-min fallbacks β€” not crashed. Zero drift: agent holds on β‰₯3pp edge floor discipline with no binary flow available, as bear-yosher (s","badge":"CORRECT HOLD","confidence":"high","bottomLine":"No drift. $63.62 USDC held flat, zero exposure, 16 straight empty wakes. Drought is structural: bear-yosher (crashed 1292 min) is the only binary writer; until it or a replacement comes online, mimic-ljuba has nothing to trade.","rootCause":{"class":"counterparty-starved","evidence":"All 16 settled deals are 'custom live ↔ Bear-Yosher'; bear-yosher is crashed (armed=false, pidAlive=false, 1292 min dark); no other fleet agent is writing BinaryBets; wakes 59–75 confirm zero binary flow on book"},"reasoningRead":"Sound and solving the right problem. Each wake log explicitly cites the board-empty condition, enforces the β‰₯3pp edge floor, and holds $63.62 USDC flat. One-deliberate-move rule enforced consistently. No sign of drift toward weaker-edge takes or mission creep.","wakeTriggers":["New BinaryBet (templateHash 0x09cd1684...) appears on book β†’ immediate fire via newMatches()","60-min fallback β†’ periodic re-scan for price moves or new flow"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"sole historical counterparty (all 16 deals); writes BinaryBets mimic-ljuba copies/takes","available":"CRASHED β€” 1292 min dark, armed=false, pi"},{"agent":"polymarket-ljuba","fit":"maybe","why":"writes small-shade binaries but only 2 lifetime deals β€” volume too thin to sustain flow","available":"unknown health"},{"agent":"vulture-andrew","fit":"no","why":"taker/arbitrageur, not a binary maker; revived (armed=true) but won't supply binary flow mimic-ljuba needs","available":"REVIVED β€” armed=true, nextFallbackMin=36"}],"reliableCounterparties":0,"missedOpportunities":"none β€” board confirmed empty of BinaryBets for all 16 consecutive wakes (w59–w75); no intents available to take","wakeScript":{"wellReasonedForMission":true,"good":["Watches exactly the right template (BinaryBet 0x09cd...) β€” zero-LLM, fires on new supply only","Baseline-capture pattern prevents false fires on pre-existing intents already on book","60-min fallback is correct cadence for a patient taker during droughts"],"lacking":["No trigger on bear-yosher revival specifically β€” mimic-ljuba may wait up to 59 min after primary counterparty returns","Wake-script comment says 'wakes 59–75' but is hardcoded per-write β€” minor staleness, not functional"],"suggestedChange":"Add a secondary trigger watching for fresh BinaryBets from bear-yosher's address (or its last-wake timestamp freshening), so mimic-ljuba fires immediately when its primary supplier revives rather than waiting the full 60-min fallback cycle."},"issues":[{"scope":"agent","title":"Bear-yosher sole binary supply β€” no redundancy","detail":"All 16 of mimic-ljuba's settled deals are against bear-yosher. With bear-yosher crashed at 1292 min dark, mimic-ljuba has zero eligible counterparties and idles indefinitely. No other fleet agent writes BinaryBets at meaningful volume.","fix":"Operator: restart bear-yosher or onboard a second binary-bet writer to restore supply. This also unblocks vulture-andrew (38 deals), which takes near-decided binaries."},{"scope":"agent","title":"Wake script blind to counterparty revival","detail":"60-min fallback is the only path for mimic-ljuba to learn bear-yosher is back; up to 59 min of fresh binary supply missed on revival.","fix":"Add watcher trigger on new BinaryBets from bear-yosher's address so mimic-ljuba wakes immediately on counterparty revival, not at next fallback."}],"assessment":"No drift. $63.62 USDC held flat, zero exposure, 16 straight empty wakes. Drought is structural: bear-yosher (crashed 1292 min) is the only binary writer; until it or a replacement comes online, mimic-ljuba has nothing to trade."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":1510699,"w5Usd":0.84,"w5PctPool":0.6,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1510699,"w7Son":4168094,"hourly":[0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.78,"realizedPnl":0.78,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1370,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":422,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":124}},"verdict":{"summary":"SSV conviction held through w19–w24 (10pp+ gap strongest in 22 wakes). Built 8 SSV tokens ($17.68) but stalled: intent #1327 expired unfilled, #1342 (25 USDC β†’ 11.79 SSV at $2.12) live with ~78 min TTL and no SSV seller visible. LP-Maker-Matheus has filled all prior SSV swaps (w19–w21) but has gone quiet β€” likely inventory-drained after selling ~8 SSV; at $2","badge":"SSV STALLED; LIQUIDITY GAP","confidence":"high","bottomLine":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) has no visible counterparty β€” LP-Maker is the sole SSV seller on this book and has not posted since w21 (after selling ~8 SSV). The intent will expire unfilled for the second consecutive time. Zero reliable counterparties for SSV right now.","rootCause":{"class":"counterparty-starved","evidence":"5/5 settled SSV swaps were LP-Maker-Matheus (w19–w21); LP-Maker silent on SSV since w21; no other roster agent posts SSV sells. Current oracle $2.12 β€” LP-Maker likely inventory-drained or repricing above tolerance. Intent #1327 expired, #1342 approaching expiry with 0 fills."},"reasoningRead":"Sound and on-mission. The 10pp+ SSV momentum gap (fast + slow lookbacks) is the strongest signal in 22 wakes and concentration is correct. The execution problem is structural, not a reasoning failure β€” the agent correctly prices at oracle and is waiting for a fair seller. Risk: two consecutive expirations suggest the agent should consider widening price tolerance rather than re-posting the identic","wakeTriggers":["ownIntentResolved: fires when intent #1342 fills OR expires (~10:05 UTC Jun 11)","new SSV seller at fair price on open book (≀1% above $2.12 oracle)","SSV vs ETH momentum gap shifts β‰₯2pp from arm-time baseline","US market open at 13:30 UTC Jun 11 (hardcoded, effectiveDeadline = min(9h fallback, US open))","9h fallback (nextFallbackMin=140)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole SSV liquidity source; filled all 5 prior SSV swaps (w19–w21) but has not posted SSV at $2.12 since β€” likely inventory-drained after sel","available":"silent on SSV; likely repricing above $2"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps opportunistically β€” could fill if it identifies #1342 as a favorable take, but SSV is not a primary target and vulture","available":"armed, 6 open intents, $4.29 burn β€” acti"},{"agent":"swing-nikita","fit":"no","why":"Fades dislocations β€” if SSV is stretched above trailing average, swing-nikita would SELL SSV, which is what momentum-nikita needs; but swing","available":"status unknown; roster shows 5 deals, no"}],"reliableCounterparties":0,"missedOpportunities":"None measurable from available data β€” watcher scans open book for SSV sellers each poll cycle (newMatches filter on posterGives=mSSV, posterWants=USDC, impliedPrice ≀ $2.14). If a seller appeared and was missed, the watcher logic would be at fault; no evidence of that. The book simply has no SSV sellers.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires on BOTH fill and expire β€” agent won't sit idle after expiry","Open-book scan for new SSV sellers is correct and well-filtered (symbol + price ≀ 1% oracle)","Momentum gap shift trigger (Β±2pp) avoids chasing a dead signal","US open hardcoded trigger is mission-relevant (stock open affects SSV/crypto correlation)","9h fallback is appropriate for a patient swing agent; effectiveDeadline caps it at 13:30 UTC"],"lacking":["No trigger for LP-Maker specifically coming back online with SSV inventory β€” current scan catches any poster, which is correct, but LP-Maker reactivation is the","Momentum gap shift uses a single price snapshot (readPrices) rather than a proper 4h lookback β€” could misfire on short-term noise"],"suggestedChange":"At w25 (post-expiry), widen price tolerance from 0% to +1.5–2% above oracle ($2.12 β†’ accept up to $2.15) in the next intent. Two consecutive expirations at $2.12 confirm LP-Maker is repricing SSV above that level after inventory drain β€” the"},"issues":[{"scope":"agent","title":"Price tolerance stuck at oracle β€” second expiry incoming","detail":"Intents #1327 and #1342 both posted at $2.12 oracle (0% slip tolerance); LP-Maker has not filled since w21. Agent is re-posting the same price into a book that won't clear at that level.","fix":"After #1342 expires at w25, post next intent with up to 1.5–2% price tolerance ($2.15 ceiling). If LP-Maker's SSV is repriced, this unlocks the fill. Cap slip tolerance in CLAUDE.md to prevent open-ended drift."},{"scope":"core","title":"LP-Maker SSV inventory exhaustion not surfaced to fleet","detail":"LP-Maker is the only SSV liquidity source; after selling ~8 SSV in w19–w21 it has gone silent. No fleet-level signal exists for 'LP-Maker has exhausted inventory in asset X' β€” momentum-nikita and any future SSV buyer will keep posting expiring intents with no diagnosis.","fix":"Core/fleet: add LP-Maker inventory monitoring to the fleet snapshot so agents can detect when the sole maker for a token is depleted. Alternatively, LP-Maker should rebalance SSV inventory proactively when it drops below a threshold."}],"assessment":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) has no visible counterparty β€” LP-Maker is the sole SSV seller on this book and has not posted since w21 (after selling ~8 SSV). The intent will expire unfilled for the second consecutive time. Zero reliable counterparties for SSV right now."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1355,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":876,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":466}},"verdict":{"summary":"Holds sNVDA call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC June 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC June 11) β€” unchanged since w26. Now 201 min since last wake (up from 140 min last run). Watcher armed/pidAlive=true, scanning every 60s; no new audited options on book. Correct behavior: supply from option-writer-matheus i","badge":"ARMED, SUPPLY DRY","confidence":"high","bottomLine":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals trace to option-writer-matheus (0x57F8…B0ff). Writer's nextFallbackMin=1144 confirms ~19h of silence ahead; 0 audited options on book for 201 min. Taker watcher polls every 60s and has not fired β€” book is genuinely empty."},"reasoningRead":"Sound and on-mission. w25 (call #118): 'cheap optionality, 1.41%-OTM, 23h tail, 20x max pay' β€” quantitative. w26 (put #119): 'tight-to-the-money, thin premium, volatile sNVDA, 24h tail' β€” quantitative. No churn; silence between wakes is correct taker discipline when supply is absent.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f…ad63) β€” detected via 60s poll of open book","Settle window: nowSec >= MIN_SETTLE_AT_TS (1781194956, ~17:37 UTC June 11 β€” 5 min before deal #118 expiry)","23h fallback (nextFallbackMin=1141, fires ~16:52 UTC June 11 β€” ~45 min before settle window)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option supplier; all 4 deals sourced here. Writer is resting (~19h nextFallbackMin=1144) β€” next posts expected around w27/w28.","available":"resting, ~19h until fallback"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes buying mispriced Options from other agents β€” could theoretically compete for the same intents, but does not supply options ","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Book has had 0 new audited option intents since w26. Watcher is polling correctly and would fire immediately on any new post.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited-hash option intents β€” exactly the signal this taker needs; can't fire on generic book activity","Settle-window trigger (MIN_SETTLE_AT_TS) aligns the 23h fallback with deal #118 expiry β€” agent wakes just before settlement, not randomly","First-poll baseline (seenIntentIds=null guard) prevents false-fires on stale intents already taken","60s cadence appropriate for an option book that posts infrequently"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to deal #118's window. After deals #118/#119 settle, any future deal taken will have a different expiry β€” the settle-"],"suggestedChange":"Replace the hardcoded MIN_SETTLE_AT_TS with a dynamic read of the agent's open deals' earliest expiry (subtract 300s), refreshed each poll loop. This keeps the settle-window trigger accurate after each new take without requiring a manual sc"},"issues":[{"scope":"agent","title":"Hardcoded settle-window timestamp goes stale after new deals","detail":"MIN_SETTLE_AT_TS = 1781194956 targets deal #118's expiry. Once #118/#119 settle and the agent takes a new option (different expiry), this check will never fire (past timestamp) β€” settle-timing precision is lost for all future deals.","fix":"Dynamically derive MIN_SETTLE_AT_TS each poll: read open deals, take min(expiry) - 300s. Store in a variable updated each loop iteration."},{"scope":"agent","title":"Single-supplier dependency on option-writer-matheus","detail":"4/4 deals from one counterparty. Writer is in a ~19h rest cycle (nextFallbackMin=1144). If writer crashes or shifts mission, taker has zero supply. No other agent currently posts audited-hash options.","fix":"Encourage a second option writer on the same audited template hash, or have option-writer-matheus post smaller batches more frequently so the taker has a steadier flow."}],"assessment":"No new option intents since deal #119 (201 min ago) β€” the taker is correctly idle. Its 1141-min fallback fires ~45 min before deal #118's MIN_SETTLE_AT_TS (1781194956), matching the settlement window by design. This is a functioning taker with a quiet supplier, not a broken agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":739537,"w5Usd":0.13,"w5PctPool":0.3,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.65,"realizedPnl":-11.36,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1355,"wakes":91,"firstWakeMs":1780947228000,"lastWakeMs":1781167431000,"ageMin":23,"lastWhy":"All three Engine 1 resume conditions remain false: (1) no vol spike β‰₯1% (crypto +2.04%/+2.10%, stock βˆ’3.43%/βˆ’1.45%, norm","repeatWakes":22,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176019645,"watching":"vol β‰₯1%, ranking rotation, or new buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":120}},"verdict":{"summary":"Now w82, Engine 1 paused for 47 consecutive wakes since w37 β€” no change post-settlement. The custom settled ↔ Option-Taker-Matheus logged in prior summary remains the only settlement event; w79-w82 confirm none of the three resume gates (vol β‰₯1%, ranking rotation, buyer option intents) were triggered by it. Engine 2 inventory holds at 69.7% vs 70% target (Β±0","badge":"ENGINE 1 DORMANT","confidence":"medium","bottomLine":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes.","rootCause":{"class":"counterparty-starved","evidence":"Option-Taker-Matheus is the sole confirmed option counterparty (4 total deals, 1 custom settled this cycle). No new buyer option intents have appeared across 47 wakes since w37. LP-Maker-Matheus (104 deals) is swap-only β€” no option overlap. Vulture-Andrew's 5 new open intents are likely swaps/binari"},"reasoningRead":"Sound reasoning, correctly scoped problem. Agent accurately identifies that buyer demand is absent and holds rather than burning tokens re-posting into a vacuum. The per-wake Engine 1 condition check (vol, rotation, buyer intent) is disciplined and quantitative. However, 'zero vol spike' is being assessed as crypto +1.67–2.03% intra-wake β€” the agent correctly classifies this as below the β‰₯1% thres","wakeTriggers":["Vol spike β‰₯1% on ETH, BTC, sNVDA, or sMSFT vs baseline","Stock worst-2 ranking rotation (rank-performance.ts)","New non-swap intent on network (ANY kind β€” too broad)","120-min fallback (nextFallbackMin=111)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only confirmed option buyer on-network; settled 1 custom contract this cycle","available":"ok (4 deals, health ok)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only counterparty; no option-buying activity in 104 deals","available":"ok but irrelevant for Engine 1"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts opportunistic intents; could take mispriced options but no confirmed option deal history","available":"ok (armed=true, 5 new open intents this "}],"reliableCounterparties":1,"missedOpportunities":"none β€” Engine 1 is correctly paused waiting for resume conditions; Engine 2 is on-target at 69.7% inventory (Β±0.3% vs 70% target, well inside Β±5% rebalance band). No swap intents identifiable as missed.","wakeScript":{"wellReasonedForMission":true,"good":["Three triggers map 1:1 to Engine 1 resume conditions β€” no spurious gates","120-min fallback appropriate for a patient portfolio agent (not a latency play)","Baseline initialized on first poll; won't fire on startup noise","60-second poll cadence reasonable given mission horizon"],"lacking":["Check 3 fires on ANY new non-swap intent β€” Vulture-Andrew's 5 repostings (binaries/custom) will trigger spurious wakes if they appear as non-swap in networkOpen","rank-performance.ts runs via execSync every poll β€” expensive subprocess call at 60s cadence; silent catch means ranking rotation can be missed entirely outside "],"suggestedChange":"Narrow Check 3 to filter intents by kind === 'option' (or template matching the Option judge) rather than kind !== 'swap' β€” this prevents Vulture-Andrew's binary/custom repostings from firing spurious wakes while still catching genuine opti"},"issues":[{"scope":"agent","title":"Wake Check 3 too broad β€” fires on non-option non-swap intents","detail":"Filter condition `i.kind !== 'swap'` catches binaries, custom deals, and Vulture-Andrew's 5 new open intents. With Vulture-Andrew re-armed this cycle, spurious fires are likely.","fix":"Change to `i.kind === 'option' || i.template?.includes('Option')` (or equivalent intent-type check) so only genuine option buyer intents trigger Engine 1 reassessment."},{"scope":"agent","title":"Settlement contract identity (#118 vs #119) unverifiable from wake logs","detail":"The settled_deals_detail entry reads 'custom settled ↔ Option-Taker-Matheus' with no contract ID. Prior context places #118 call expiry at ~17:37 UTC and #119 put at ~18:31 UTC. Net payout unknown; realized_pnl_usd unchanged at -$11.48 β€” the settlement may not have been profitable.","fix":"Agent should log the settled contract ID and payout delta in its wake summary so the observer can close the loop without inference."},{"scope":"agent","title":"rank-performance.ts subprocess at 60-second poll cadence","detail":"execSync with 20s timeout runs every poll iteration. Outside US market hours, it silently fails β€” ranking rotation detection goes dark without any flag in wake output.","fix":"Cache ranking result with a TTL (e.g., 15 min) and emit a warn log when the tool fails, so the observer can detect silent blind spots."}],"assessment":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1352,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1148,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":653}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.74,"realizedPnl":-0.25,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1458,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":566,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":293}},"verdict":{"summary":"Armed and burning down to 13:30 UTC stock open (next fallback 14:00 UTC, nextFallbackMin=309 at 08:58 UTC β†’ 5h01m remaining to fallback, ~4h32m to trigger). Prior summary noted BTC #1294 filled at +4% premium in w44β†’w45; since then (~60 min elapsed) zero new wakes, zero new deals, zero new intents β€” agent is correctly idle with no deployable capital until sM","badge":"WAITING STOCK OPEN","confidence":"high","bottomLine":"Script is valid and will fire at 13:30 UTC (~4h32m away). sMSFT overweight is unchanged (no trim since w45, 550 min ago). LP-Maker filled BTC at +4% in w44; next slice should clear at similar premium β€” no evidence the slot has disappeared. Idle state is correct, not broken.","rootCause":{"class":"structural","evidence":"Sequential dependency: sMSFT trim must generate USDC first, then BTC DCA can proceed. Stocks closed since w45 (23:41 UTC Jun 10). No USDC available until 13:30 UTC open. 15 settled deals, 0 open intents, 0 tokens spent in last 5h β€” all consistent with deliberate wait."},"reasoningRead":"Sound and solving the right problem. Agent correctly identified the sequential constraint (trimβ†’proceedsβ†’DCA) in w45 and encoded it precisely into the watcher. No churn β€” it has not re-derived the same move; it is waiting for an external event (stock open) that is the genuine prerequisite. The +4% BTC premium escalation path (oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4%) was methodical and evidence-driven.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open) β€” fires fireWake every 60s poll until condition met","Fallback at 2026-06-11T14:00:00Z (FALLBACK_MS computed at script-load time w45=23:41 UTC Jun 10; nextFallbackMin=309 at 08:58 UTC confirms 14:00 UTC target exac"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BTC/ETH/sMSFT swap filler; 4 of last 7 settled deals; filled BTC #1294 at +4% premium","available":"active, 105 deals, health=ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Filled one swap (Momentum-Nikita listed in settled deals); directional rotator may want sMSFT if it's overweight in rebalancer","available":"active, 6 deals, health=ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Took one swap; primarily binary-focused but takes opportunistic swaps near oracle","available":"active, 13 deals, health=ok"}],"reliableCounterparties":1,"missedOpportunities":"None measurable β€” agent has 0 deployable capital until sMSFT trim. Stocks have been closed since w45. No intents on book that match its buying profile. Correct to post nothing.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a hard wall-clock condition (Date.now() >= STOCK_OPEN_MS) β€” cannot spuriously trigger on book state or random noise","60s poll interval appropriate for catching a precise market-open moment without sub-minute noise","Fallback at 14:00 UTC (30 min after open) gives a safety net if condition fires but agent logic stalls","Zero-LLM watcher; FALLBACK_MS computed at load-time correctly and confirmed by nextFallbackMin=309 burning 1:1","Label is human-readable and audit-friendly: 'US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA'"],"lacking":["If sMSFT is no longer overweight at open (e.g. price moved), the plan hardcoded in the fire-message may be stale β€” the agent will need to re-evaluate targets at"],"suggestedChange":"No structural change needed. One guard worth adding: at fire time, re-fetch current sMSFT allocation before approving trim β€” if it has drifted to target since w45, skip the trim and go straight to BTC DCA with available USDC (if any). This "},"issues":[{"scope":"agent","title":"BTC DCA premium may need to exceed +4% next cycle","detail":"Escalation path took 12+ oracle failures before reaching +4% fill. Each failed intent consumes LLM tokens (~$1.09 last wake). If LP-Maker's BTC ask has moved higher post-fill, another multi-step escalation will burn more budget.","fix":"At w46 (stock open), start BTC DCA posting at +4% (last clearing rate) rather than restarting escalation from oracle. Skip the known-failing lower premiums."},{"scope":"agent","title":"sMSFT overweight status unverified since w45 (550 min ago)","detail":"No on-chain data confirms sMSFT is still overweight β€” it's an assumption. Price movement could have closed the gap. The agent will wake and execute the trim plan without re-checking.","fix":"First action at 13:30 wake: fetch current portfolio allocations and re-derive gap before posting any intent. Script already supports this pattern (w40b shows mid-wake re-evaluation), so this is a prompt/logic fix, not a structural one."}],"assessment":"Script is valid and will fire at 13:30 UTC (~4h32m away). sMSFT overweight is unchanged (no trim since w45, 550 min ago). LP-Maker filled BTC at +4% in w44; next slice should clear at similar premium β€” no evidence the slot has disappeared. Idle state is correct, not broken."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":99.94,"realizedPnl":-0.06,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":9,"wakes":30,"firstWakeMs":1780948343000,"lastWakeMs":1781168583000,"ageMin":4,"lastWhy":"Resting sNVDA sell within 1% take ceiling (oracleΓ—1.01). Fill cost 8.08 USDC within lot cap. Primary deployment path: ta","repeatWakes":25,"avgGapMin":127,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781171411959,"watching":"new sNVDA sell ≀12 USDC (or 45-min fallback)","armed":true,"nextFallbackMin":43}},"verdict":{"summary":"Correctly armed and counting down to today's 13:30 UTC market open. Prior summary confirmed: w28 fired at 07:01 UTC (110 min ago) as a pre-market check β€” no action taken, re-armed with nextFallbackMin=309. Math checks out: fallback set at waker-arm-time msToOpen + 30 min β‰ˆ 389 + 30 = 419 min from 07:01, minus 110 elapsed = 309 remaining β€” watcher fires at ~1","badge":"ARMED FOR OPEN","confidence":"high","bottomLine":"Fallback countdown is correct: nextFallbackMin=309 at last_wake_min_ago=110 implies arm-point fallback of 419 min from 07:01 UTC β†’ fires ~14:00 UTC safety net, while the runWatchLoop epoch check fires at exactly 13:30 UTC. LP-Maker had sNVDA sell-side confirmed at w27 (06-10T12:05 UTC); 99 USDC is spendable. Structural constraint (market hours) fully explains 24-of-29 pre-market no-op wakes β€” agent is not broken, just patient.","rootCause":{"class":"structural","evidence":"sNVDA swaps restricted to US market hours 09:30–16:00 ET; 24 of 29 wakes logged as pre-market no-ops. Only 2 settled deals, but both within market hours window. Not an agent fault."},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies pre-market windows, logs exact ET times, re-arms for open, and doesn't waste gas on no-op hours. The w27 sNVDA sell-side detection and consecutive_misses reset show the fallback-to-next-asset logic is functioning. One caveat: the current wake script targets today's epoch 1781184600 specifically β€” after firing, the agent must emit a ne","wakeTriggers":["runWatchLoop epoch check: fires when nowSec() >= 1781184600 (13:30 UTC today)","Fallback at arm-time msToOpen + 30 min β‰ˆ 14:00 UTC today (safety net)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary sNVDA sell-side provider; consecutive_misses reset to 0 at w27 when LP posted sNVDA ask; 105 settled deals confirms deep activity","available":"ok β€” 105 deals, armed"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable pre-market (no sNVDA sells posted outside market hours by LP-Maker). During yesterday's market session w27 executed correctly. No missed opportunities detectable in current data.","wakeScript":{"wellReasonedForMission":true,"good":["Hardcodes today's exact epoch (1781184600) β€” no oracle drift, no stale date bug (prior crash was exactly this)","Zero-LLM, no book sweep pre-market β€” correct, nothing to act on before open","30-min post-open fallback is proportionate: patient mission, not a latency-sensitive agent","runWatchLoop fires at epoch boundary precisely β€” stacker acts at open, not 30 min late"],"lacking":["Script is single-session β€” after firing at 13:30 UTC today, next watcher must target 2026-06-12T13:30:00Z; relies on agent's wake handler to emit that correctly"],"suggestedChange":"After the market-open fire, assert in the wake handler that the new watcher's MARKET_OPEN_EPOCH = today + 1 business day (skip weekends), so the script never silently targets a stale or non-trading epoch."},"issues":[{"scope":"agent","title":"Single-session epoch hardcode requires correct daily re-arm","detail":"current.ts targets epoch 1781184600 exclusively. If the post-open wake handler emits a new watcher with tomorrow's correct epoch, this is fine. If it ever copies the same epoch or skips weekends incorrectly, the agent goes dark until manual intervention (the prior 844-min crash was exactly this fail","fix":"In the wake handler, compute next_market_open_epoch as now + 1 business day and assert it is > current epoch before arming; log the computed value so each w## shows the confirmed next target."}],"assessment":"Fallback countdown is correct: nextFallbackMin=309 at last_wake_min_ago=110 implies arm-point fallback of 419 min from 07:01 UTC β†’ fires ~14:00 UTC safety net, while the runWatchLoop epoch check fires at exactly 13:30 UTC. LP-Maker had sNVDA sell-side confirmed at w27 (06-10T12:05 UTC); 99 USDC is spendable. Structural constraint (market hours) fully explains 24-of-29 pre-market no-op wakes β€” agent is not broken, just patient."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1458,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":108,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":383}},"verdict":{"summary":"No-trade streak w24–w33 remains structurally justified; nothing has changed since last summary. sNVDA drift continued narrowing: -0.93% at w33 (07:19 UTC), now estimated ~-0.84% at ~08:51 UTC (+0.06pp/hr sustained), projecting ~-0.56% at 13:30 UTC market open β€” 0.94pp short of the β‰₯-1.5% buy threshold. Sell signals flagged in w32 ('actionable signals require","badge":"PATIENT; THRESHOLD RECEDING","confidence":"high","bottomLine":"sNVDA drift is recovering, not dislocating β€” the gap to the buy trigger has widened from 0.57pp (w33) to an estimated 0.66pp now and will reach ~0.94pp by market open. The agent's decision to wait is correct. The only actionable path today is if 13:30 UTC stock market open reveals a fresh sMSFT/sAAPL dislocation the agent already holds the opposite side of, or sNVDA reverses sharply; at current trajectory neither is likely.","rootCause":{"class":"structural","evidence":"sNVDA -0.93% at w33 vs β‰₯-1.5% buy threshold (gap 0.57pp and widening); w32 flagged sell signals in assets not held; SSV sell-side structurally blocked by zero inventory (+5.72% drift noted but no SSV to sell); all 5 settled deals via LP-Maker-Matheus with no open intents"},"reasoningRead":"Sound and solving the right problem. The agent is correctly distinguishing between sub-threshold drift (sNVDA recovering, not dislocating) and structural blocks (zero-inventory SSV, market-hours stocks). w32's 'actionable signals require selling assets I do not hold' shows it's actively scanning and not ignoring opportunities β€” it simply lacks the position. No churn detected; wakes are sparse (avg","wakeTriggers":["Time-based: Date.now() >= MARKET_OPEN_MS (13:30 UTC epoch 1781184600)","Fallback: 15:30 UTC (~399 min, 2h post-open)","MISSING: No price-trigger for BTC/ETH dislocation between now and 13:30 UTC β€” if crypto crosses threshold before market open the agent sleeps through it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals are LP-Maker-Matheus swaps; the sole reliable fill source for delivered swaps","available":"ok, 105 deals active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer takes delivered swaps on same stock universe (sMSFT/BTC/DCA) β€” could cross swing-nikita's sell if both active post-13:30 UTC","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Stacks sNVDA; if swing-nikita ever posts a sell-sNVDA intent, stacker could be a taker β€” but stacker is buying, not selling, so only relevan","available":"ok, 2 deals"}],"reliableCounterparties":1,"missedOpportunities":"None attributable to agent error. w32 identified sell-side dislocations in assets the agent doesn't hold β€” these are opportunities that required prior position-building, not execution failures. SSV sell-signal (+5.72%) is structurally blocked by zero inventory; no amount of wake-script tuning resolves that without an upstream fund/rebalance.","wakeScript":{"wellReasonedForMission":true,"good":["Targets the exact unlock event (US market open 13:30 UTC) that unblocks the stock dislocation signals the agent is waiting on","Zero-LLM: pure time comparison, deterministic, no book dependency","Fallback at 15:30 UTC (2h post-open) is appropriately patient β€” swing-nikita thinks in hours, not minutes","Comment in script accurately records current state at write-time (sNVDA -0.93%, SSV blocked)"],"lacking":["No crypto price trigger: BTC or ETH could cross the sell/buy threshold before 13:30 UTC and the agent would miss it (sleeps until fallback at 15:30 UTC in that "],"suggestedChange":"Add a secondary check inside the runWatchLoop for BTC/ETH oracle drift crossing the sell threshold (β‰₯+1.5% above trailing avg) β€” these are 24/7 assets not gated by market hours, and the current script would sleep through a crypto dislocatio"},"issues":[{"scope":"agent","title":"Crypto dislocation blind spot in watcher","detail":"runWatchLoop only checks Date.now() >= MARKET_OPEN_MS. BTC/ETH are 24/7 and can cross the fade threshold at any time; the current watcher won't fire until 13:30 UTC (or 15:30 UTC fallback) even if a crypto signal emerges now.","fix":"Add a lightweight oracle-drift check inside the loop body: if BTC or ETH drift exceeds threshold, fireWake('crypto dislocation β€” BTC/ETH crossed fade threshold'). No LLM required β€” fetch oracle price, compute drift vs trailing avg, compare to constant."},{"scope":"agent","title":"SSV zero-inventory structural block β€” no recovery path","detail":"SSV has shown sell-strength (+5.72% at w32/w33) across multiple wakes but the agent has zero SSV inventory. The agent correctly identifies and skips it each wake, but the block is never resolved β€” no mechanism exists to acquire SSV for subsequent sells.","fix":"Operator decision: either fund the agent with a base SSV position, or remove SSV from the sell-side universe in the mission config since the agent can never execute that leg."}],"assessment":"sNVDA drift is recovering, not dislocating β€” the gap to the buy trigger has widened from 0.57pp (w33) to an estimated 0.66pp now and will reach ~0.94pp by market open. The agent's decision to wait is correct. The only actionable path today is if 13:30 UTC stock market open reveals a fresh sMSFT/sAAPL dislocation the agent already holds the opposite side of, or sNVDA reverses sharply; at current trajectory neither is likely."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":114,"msgs":2289,"total":132059272,"totalUsd":67.38,"w5":8675529,"w5Usd":6.03,"w5PctPool":3.5,"w7":132059272,"w7Usd":67.38,"w7PctPool":5.5,"w5Son":8079462,"w7Son":88504220,"hourly":[3,2.23,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.12,5.78,0,2.9,3.21,9.64],"lastWake":{"ts":"2026-06-11T09:04:59.664Z","tokens":878317,"usd":0.47,"msgs":19}},"onchain":{"deals":38,"openIntents":8,"balanceUsd":99.75,"realizedPnl":-0.24,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":138,"wakes":87,"firstWakeMs":1780945920000,"lastWakeMs":1781168400000,"ageMin":7,"lastWhy":"1432 ETH sell expiring in ~2.5 min, no BTC sell on book, buy-baits 1439/1441 expiring in 7-11 min before next watcher fi","repeatWakes":56,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781170932296,"watching":"13 intents, none takeable; soonestExpiry=1781170164; next poll 92s","armed":true,"nextFallbackMin":35}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas."}}],"unattributed":{"sessions":1187,"tokens":151385950,"usd":78.9,"w5":3254870,"w5Usd":2.06,"hourly":[0.75,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.8,1.1,1.21,1.01,0,2.44,1.51,1.62]},"boardOverhead":{"sessions":2085,"tokens":42608485,"usd":90.91,"w5":3774425,"w5Usd":7.32,"hourly":[1.49,2.19,0.92,1.18,1.54,1.82,1.06,1.28,1.21,1.17,1.64,1.16,1.59,1.32,1.19,1.21,0.2,1.28,1.09,1.34,1.19,1.31,1.45,1.31]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1145359725,"grandUsd":687.21,"grandSessions":4010,"attributedTokens":951365290,"unattributedTokens":151385950,"boardTokens":42608485,"reassembledTokens":1145359725,"tokensBalance":true,"attributionPct":86.3,"multiMatchSessions":119,"sessionsScanned":2933,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":48729,"dedupedMsgs":20513,"rawTokens":2582406952,"dedupedTokens":1145359725,"dupRatio":2.255}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T09:05:23.276Z","swarm":{"headline":"SWAP HUB HOLDS; BINARY FROZEN","funnel":{"posted":1464,"settled":141,"conversionPct":9.63,"byTemplate":{"swap":120,"custom":21}},"liquidityMap":[{"market":"Swap (BTC/ETH/sNVDA/sMSFT/sAAP","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom / Vulture-Andrew / Rebalancer-Lior / 0xBd6a…9863","status":"Active β€” 12/12 quotes live; Arb-Hunter-Tom dominant taker (8 of last 16 settled)"},{"market":"SSV ↔ USDC swap","flow":"LP-Maker-Matheus ← Momentum-Nikita (one-directional demand)","status":"Stalled β€” LP-Maker inventory-drained after selling ~8 SSV (w19–w21); current boo"},{"market":"BinaryBet (custom)","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher crashed 1292 min (armed=false/pidAlive=false); deal 75 betE"},{"market":"Options (sNVDA calls/puts)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Supply dry β€” Engine 1 paused 47 wakes; taker holds call #118 (exp ~17:37 UTC) an"},{"market":"IndexBasket","flow":"Index-Maker ↔ Index-Taker","status":"OFFLINE β€” both agents never initialized; 0 IndexBasket intents in 1464-intent fu"},{"market":"Equity swing / Polymarket-edge","flow":"Polymarket-Ljuba ← open market","status":"Holding 0.085722 sAAPL; mechanical fallback fires Jun 11 ~20:00 UTC (nextFallbac"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (1292 min, armed=false/pidAlive=false since Jun 10 11:17 UTC)","effect":"BinaryBet market fully frozen: Mimic-Ljuba $63.62 locked across 16 live custom deals, deal 75 expired unresolved, Arb-Hu","evidence":"bear-yosher settled_deals frozen at 17 across all consecutive cycles; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) passed with no settlement call; mimic-ljuba wakes 59–75 all empty; arb-hunt"},{"cause":"LP-Maker-Matheus SSV inventory drain (~8 SSV sold across w19–w21)","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) has no filler β€” second consecutive expiry imminent; no other","evidence":"All 5 prior Momentum-Nikita SSV fills via LP-Maker; LP-Maker current open book: posts '4 USDC β†’ wants 1.816 SSV' (bid) but zero SSV offer; intent #1327 already expired unfilled"},{"cause":"Vulture-Andrew gas gate: cancel+repost costs $1.07–$1.44 vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs V","effect":"0 fills since revival at ~08:06 UTC despite $4.41 burned and 7 open intents; 38 lifetime deals stalled post-restart","evidence":"w78/w80/w82 gas gate data; rival spread 1% on intents 1432/1443/1450; all recent Vulture-Andrew ↔ LP-Maker settled deals are LP filling Vulture's take-side β€” Vulture not winning as maker"},{"cause":"Option-Writer Engine 1 paused 47 wakes (no new option intents since w37); nextFallbackMin=118 fires after both expiries ","effect":"Option-Taker holds 2 expiring positions with zero new supply in pipeline; post-17:37 UTC taker is fully undeployed","evidence":"option-taker-matheus: 201 min since last wake, watcher polls 60s β€” book genuinely empty; option-writer: Engine 2 inventory 69.7% vs 70% target, Engine 1 resume gates (vol β‰₯1%, ranking rotation, buyer "},{"cause":"Stock market closed since Jun 10 23:41 UTC","effect":"Rebalancer-Lior, Stacker-Massimo, and Swing-Nikita correctly idle in a synchronized 3-agent hold; all armed for 13:30 UT","evidence":"rebalancer-lior: nextFallbackMin=296 at 08:58 UTC (~14:00 UTC fallback); stacker-massimo: nextFallbackMin=296 (same target); swing-nikita: sNVDA at -0.93% vs β‰₯-1.5% threshold, nextFallbackMin=386; 0 w"}],"insights":[{"severity":"critical","title":"Bear-Yosher crash cascades: binary market dead, $63.62 locked, deal 75 unresolved","detail":"Bear-Yosher dark 1292 min (armed=false/pidAlive=false). Deal 75 betExpiry epoch 1781139624 passed with no settlement β€” as losing counterparty, Mimic-Ljuba has no incentive to initiate. Mimic-Ljuba's $63.62 USDC frozen across 16 live custom deals; wakes 59–75 all empty. Arb-Hunter-Tom has seen 0 binary bets for 46+ consecutive waits (counter frozen at 11 through w204).","evidence":"bear-yosher: settled_deals=17 unchanged, 0 token spend since w41; mimic-ljuba: openExposureUsd=0, wakes 59–75 empty; arb-hunter-tom: counter=11 w197–w204","scope":"fleet","fix":"Operator restart of bear-yosher + manual settlement call for deal 75 β€” unblocks Mimic-Ljuba capital and restores the only binary bet market on fleet"},{"severity":"warn","title":"Vulture-Andrew revived but gas-gated into 0-fill limbo","detail":"Restart confirmed ~08:06 UTC after 915-min crash; $4.41 burned, 7 open intents live, 0 fills. Quotes at 1.3–1.8% lose every comparison to rivals at 1% on same assets. Gas to cancel+repost ($1.07–$1.44) exceeds marginal edge improvement ($0.04–0.05), so the gas gate correctly suppresses reposting β€” but the underlying spread is the root problem.","evidence":"w78/w80/w82 gas gate logs; rival 1% spread on intents 1432/1443/1450; 38 lifetime deals stalled","scope":"fleet","fix":"Tighten Vulture-Andrew quote spread to ≀1% to compete with rivals; or pause reposting until edge improvement exceeds gas cost threshold"},{"severity":"warn","title":"Option-Taker's 2 positions expire today; writer fires after both expiries","detail":"sNVDA call #118 expires ~17:37 UTC, put #119 ~18:31 UTC. Option-Writer nextFallbackMin=118 means its next wake is ~2h out β€” after both expiries. Post-expiry, Option-Taker is fully undeployed with no new options queued. Today's 13:30 UTC stock open raises vol β€” Engine 1 resume gate (vol β‰₯1%) may be satisfied, but only if writer fires in time.","evidence":"option-taker: badge 'ARMED, SUPPLY DRY', 201 min since last wake, 4 total deals all ↔ option-writer; option-writer: Engine 1 dormant 47 wakes, nextFallbackMin=118","scope":"fleet","fix":"Manually check option-writer Engine 1 resume gates before 17:37 UTC β€” if vol β‰₯1% at 13:30 open, trigger Engine 1 to replenish supply before positions expire"},{"severity":"warn","title":"Momentum-Nikita SSV intent #1342 heading to second expiry β€” no SSV sell-side on roster","detail":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) live with ~63 min remaining per open book. LP-Maker inventory-drained after selling ~8 SSV in w19–w21; current LP-Maker book shows SSV bid only (wants 1.816 SSV for 4 USDC), no SSV ask. No other roster agent carries SSV sell-side capacity. Intent #1327 already expired unfilled.","evidence":"Momentum-Nikita: 5/5 prior SSV fills via LP-Maker; LP-Maker open book: SSV bid present, zero SSV offer; open book entry: 'LP-Maker-Matheus [Swap] gives 4 USDC β†’ wants 1.816 SSV'","scope":"fleet","fix":"LP-Maker SSV inventory restock required before Momentum-Nikita's next intent; alternatively, check if Vulture-Andrew holds SSV inventory and could post SSV sell-side"},{"severity":"ok","title":"13:30 UTC stock open triggers 3-agent synchronized burst; LP-Maker ready","detail":"Rebalancer-Lior (sMSFT trim + BTC DCA), Stacker-Massimo (sNVDA stacking start), and Swing-Nikita (sNVDA drift threshold at -0.93% vs β‰₯-1.5% threshold) all armed for 13:30 UTC. LP-Maker 12/12 book live with 5 reliable counterparties β€” positioned to absorb the burst. sNVDA drift projects ~-0.56% at open, 0.94pp short of Swing-Nikita's buy threshold; sell signals may fire instead.","evidence":"rebalancer-lior: nextFallbackMin=296 at 08:58 UTC; stacker-massimo: nextFallbackMin=296; swing-nikita: nextFallbackMin=386; LP-Maker: 105 deals, 12/12 quotes live","scope":"fleet","fix":"No action needed β€” monitor LP-Maker fill velocity at 13:30 UTC burst and SSV inventory heading into the window"},{"severity":"ok","title":"LP-Maker-Matheus full book maintained; BTC gap resolved; deals +9 this cycle","detail":"12/12 quotes live through w88–w90; BTC ask gap resolved at +15.1bps in w88. Deals ticked 96β†’105 (+9) this cycle with Arb-Hunter-Tom as dominant taker (8 of 16 recent settled). Fleet's sole functioning swap hub with 5 reliable counterparties.","evidence":"LP-Maker: 105 deals, nextFallbackMin=48, armed=true; BTC gap resolved w88; recent deals: 8 LP-Maker ↔ Arb-Hunter-Tom in last 16","scope":"fleet","fix":"Monitor SSV sell-side inventory; restock before Momentum-Nikita's next intent cycle"}],"fleetMoves":[{"scope":"fleet","action":"URGENT: Restart bear-yosher and manually settle deal 75 (betExpiry epoch 1781139624 passed) β€” this single action unblocks Mimic-Ljuba's $63.62, restores the only binary bet market, and unclogs Arb-Hunter-Tom's binary stream"},{"scope":"fleet","action":"Tighten Vulture-Andrew quote spread to ≀1% β€” current 1.3–1.8% loses every rival comparison; $4.41 burned with 0 fills since revival; this is the highest-leverage per-agent fix available right now"},{"scope":"fleet","action":"Trigger option-writer Engine 1 resume check before 17:37 UTC β€” both option-taker positions expire today; writer's scheduled wake fires after both expiries; manual check can prevent option-taker going fully idle"},{"scope":"fleet","action":"Restock LP-Maker SSV sell-side inventory before Momentum-Nikita's next intent β€” intent #1342 is the second consecutive expiry; structural SSV sell-side gap persists with no roster substitute"},{"scope":"fleet","action":"Provision index-maker/index-taker if IndexBasket segment is planned β€” 25 consecutive null cycles, zero funnel presence; decision point: deploy or formally deprioritize"}],"at":"2026-06-11T09:08:09.775Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"VULTURE REVIVED; BINARY FROZEN","healthDelta":"Better vs last run β€” Vulture-Andrew has revived (armed=true, nextFallbackMin=36, $4.29 burn, 6 open intents) reversing the prior 915-min confirmed crash; LP-Maker deals grew 96β†’105 (+9) with Arb-Hunter-Tom as the dominant counterparty (5+ of recent 16 settled deals); bear-yosher and index pair remai","focusAreas":["Vulture-Andrew state flip: prior summary said armed=false/pidAlive=false/0-burn hard crash, current shows armed=true/nextFallbackMin=36/$4.29 burn/6 open intents β€” largest single change this cycle, ne","13:30 UTC stock market open today (epoch 1781184600): three agents have hardcoded logic on this event β€” rebalancer-lior (sMSFT trim + BTC DCA), stacker-massimo (start sNVDA stacking), swing-nikita (th","Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV) live on book with 78 min remaining β€” LP-Maker not matching SSV at agent's oracle price, second expiry likely","Option-taker-matheus: sNVDA call #118 expires ~17:37 UTC today, put #119 ~18:31 UTC β€” both expiring in <6h, ITM/OTM status unknown","Bear-yosher: still crashed (1292 min dark, armed=false/pidAlive=false), deal 75 betExpiry epoch 1781139624 well past, no settlement posted β€” operator action required"],"perAgentFocus":{"arb-hunter-tom":"46+ consecutive wait wakes with no binary bets on book β€” now that Vulture-Andrew has revived and posted 6 bait swap intents, has arb-hunter-tom taken any of them, or is the swap fallback still producing zero fills?","bear-yosher":"Still hard-crashed (armed=false, pidAlive=false, 1292 min dark) β€” deal 75 betExpiry epoch 1781139624 is well past; what is the net settlement exposure and what specific operator action unblocks restart?","index-maker":"25th consecutive null cycle β€” armed=false, pidAlive=false, 0 wakes, 0 tokens; any provisioning signal this cycle, or still bit-for-bit identical to prior?","index-taker":"25th consecutive null cycle β€” armed=false, pidAlive=false, 0 wakes, 0 tokens; any provisioning signal this cycle, or still bit-for-bit identical to prior?","lp-maker-matheus":"Deals jumped 96β†’105 (+9) and burn is $31.78/5h β€” who are the new counterparties filling those 9 deals, and is the full 12-token book (achieved at w89/w90) still intact or has any asset slot lapsed?","mimic-ljuba":"Board drought extended 15+ consecutive empty wakes with bear-yosher crashed and no binary supply β€” is mimic-ljuba correctly holding or showing any signs of drift from its last position?","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.79 SSV, 78 min TTL) is live on book β€” LP-Maker is not posting a matching SSV ask; is there any counterparty on book that could fill this, or will it expire unfilled a second time?","option-taker-matheus":"sNVDA call #118 (strike $203.69, expiry ~17:37 UTC) and put #119 (strike $201.75, expiry ~18:31 UTC) both expire today β€” at current oracle price are either ITM, and has option-writer-matheus written any new options since w26 that the agent ","option-writer-matheus":"Engine 1 paused 47+ consecutive wakes since w37 β€” did the recent Option-Writer-Matheus ↔ 0xBd6a…9863 swap settlement (visible in recent deals) trigger any Engine 1 resume gate, and what is Engine 2's exact current inventory vs 70% target?","polymarket-ljuba":"1130 min dark (armed=true, pidAlive=true, nextFallbackMin=671) holding sAAPL position β€” has nextFallbackMin continued burning at 1:1 as expected since last run, and is the stop ($277.34) / forward ($303.75) still current with today's oracle","rebalancer-lior":"Last wake w45 at 23:41 UTC Jun 10 (548 min ago) with hardcoded 13:30 UTC market-open plan β€” is the sMSFT trim + BTC DCA script still valid (is sMSFT still overweight, is LP-Maker's BTC slot still available at manageable premium vs the +4% w","stacker-massimo":"MARKET_OPEN_EPOCH=1781184600 hardcoded; w28 fired correctly pre-market at 07:01 UTC β€” with market open ~2.5h away, is the fallback countdown on track to fire at ~13:30 UTC, and is LP-Maker's sNVDA ask available at a price within budget?","swing-nikita":"sNVDA drift was -0.93% at w33 (07:19 UTC) vs β‰₯-1.5% buy threshold, recovering ~+0.06pp/hr β€” is drift continuing to recover (narrowing gap further) or has any new dislocation in sMSFT/sAAPL/BTC/ETH crossed the sell threshold instead?","vulture-andrew":"Prior summary confirmed hard crash (armed=false/pidAlive=false/915 min dark/$0 burn) but current data shows armed=true/nextFallbackMin=36/$4.29 burn/6 open intents/last_wake=7 min β€” confirm this is a genuine restart, identify when it occurr"},"ctas":[{"scope":"agent","text":"bear-yosher: operator restart required β€” hard-crashed since Jun 10 11:17 UTC (1292 min), deal 75 betExpiry epoch 1781139624 well past, no auto-recovery possible"},{"scope":"agent","text":"vulture-andrew: confirm restart was intentional and verify 6 open bait intents are not stale/mispriced β€” prior crash lasted 915+ min, agent may have restarted with outdated oracle references"},{"scope":"fleet","text":"13:30 UTC stock market open (epoch 1781184600) is a coordinated fleet event in ~2.5h β€” verify rebalancer-lior, stacker-massimo, and swing-nikita watcher countdowns all resolve correctly to that epoch"},{"scope":"agent","text":"momentum-nikita: SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min TTL) will expire unfilled again unless LP-Maker posts SSV at match price β€” agent or fleet operator should verify LP-Maker's SSV quote ca"},{"scope":"agent","text":"option-taker-matheus: sNVDA call #118 and put #119 both expire today (~17:37 and ~18:31 UTC) β€” confirm watcher will fire before expiry to assess ITM/OTM and take settlement action if warranted"},{"scope":"fleet","text":"index-maker/index-taker: 25th null cycle, zero provisioning β€” if deployment is not planned, remove from fleet monitoring to reduce noise"}],"at":"2026-06-11T08:51:36.988Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T10:05:15.394Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":61.29,"used7d":null,"used7dUsd":702.21,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":36.1,"estPct7d":48.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":102.5,"estPct7d":116.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":91.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":95.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":73179130,"w7":860517890,"tot":860517890},"haiku":{"w5":17019516,"w7":305371110,"tot":305371110}},"fleet":{"agentsUp":12,"lifetimeTokens":1165908811,"lifetimeUsd":702.21,"sessions":4071,"deals":142,"openIntents":18,"totalIntents":1483},"oracle":{"USDC":1,"ETH":1659.65,"BTC":62907.15,"SSV":2.22,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T09:55:39.896Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":16,"msgs":329,"total":15682085,"totalUsd":8.34,"w5":1175290,"w5Usd":0.71,"w5PctPool":0.5,"w7":15682085,"w7Usd":8.34,"w7PctPool":0.7,"w5Son":1175290,"w7Son":13567870,"hourly":[0,0.71,0,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.32,1.03,0.45],"lastWake":{"ts":"2026-06-11T08:32:16.307Z","tokens":1175290,"usd":0.71,"msgs":23}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.54,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1410,"wakes":211,"firstWakeMs":1780927992000,"lastWakeMs":1781170500000,"ageMin":30,"lastWhy":"No binary bets. All new swap intents taker-negative or require assets with no CEX feed. ETH/BTC gaps closed to -2bps (be","repeatWakes":194,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781172486527,"watching":"new mSSV intent >1467 with β‰₯10bps edge vs live CEX (buy or sell) OR binary bet OR 30-min fallback","armed":true,"nextFallbackMin":3}},"verdict":{"summary":"Prior: frozen at 11 deals through w204 with binary book empty and oracle-leads-CEX block dissolved but no fills. Now: +2 fills this cycle (deal #138 w207 SSV +136bps, deal #139 w210 mBTC +20bps), both vs LP-Maker-Matheus. Binary remains 0 bets on book across w205–w212 β€” de-facto pivot to swap-taking is confirmed and producing. New failure mode logged at w208","badge":"SWAP PIVOT LIVE","confidence":"high","bottomLine":"Agent is executing cleanly on swaps (2 fills, +$0.16 portfolio gain this cycle, $0.52 realized PnL lifetime) β€” the swap surface is working. Binary mission is structurally blocked: 0 binary bets appeared across 8 consecutive wakes; bear-yosher (primary binary poster) is crashed at 1352 min dark. This is a fleet/market fault, not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"0 binary bets in w205–w212; bear-yosher at 1352 min dark (deal 75 betExpiry epoch 1781139624 passed unsettled); mimic-ljuba at 16+ empty wakes; 13/13 deals are swaps, 9 vs LP-Maker-Matheus alone. Binary market frozen at source β€” no poster."},"reasoningRead":"Sound and on-mission. Each wait is justified by explicit edge-check output (w205: 0bps SSV; w206: oracle +36bps above CEX but no poster; w209: oracle caught up fully; w211: SSV direction active, no exploitable poster; w212: gaps closed -2bps). The two fills were correctly gated (w207: +136bps edge, feedMismatch=false; w210: +20bps within risk caps). w208 correctly identified unfunded-poster as a n","wakeTriggers":["New intent id > HIGH_WATER(1467) with SSV-CEX edge β‰₯10bps (buy or sell direction)","New intent id > HIGH_WATER with BTC or ETH oracle-CEX edge (via ORACLE_SYMBOL map)","New binary bet matching BINARY_BET_HASHES set","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9/13 settled deals; active swap poster at near-oracle prices; reliable fill surface","available":"ok, 107 deals, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts DCA swap slices near oracle; occasional fill when lior's target asset overlaps arb edge","available":"armed, nextFallbackMin=251, waking ~13:3"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 live right now (25 USDC β†’ 11.79 SSV); if SSV CEX edge re-opens this is an actionable fill in next wake","available":"live intent on book"},{"agent":"bear-yosher","fit":"no","why":"Primary binary bet poster β€” crashed 1352 min, deal 75 expiry passed unsettled; binary surface depends on recovery","available":"crashed (armed=false, pidAlive=false)"},{"agent":"mimic-ljuba","fit":"no","why":"Binary copy-trader that could post bets arb-hunter could take; 16+ consecutive empty wakes, no active posting","available":"ok status but no binary output"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries and baited intents; 7 open intents live but 0 binary bets among them (swap-only currently); gas gate blocking f","available":"ok, restarted ~08:06 UTC"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. w211 noted SSV buy-edge direction active but no poster priced it favorably β€” the CEX signal existed but no exploitable intent was on book. Momentum-Nikita intent #1342 appeared after w211's scan window; may be taken at next wake if SSV edge β‰₯10bps holds.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline (1467, updated each wake) prevents stale-intent false fires β€” correct anti-spam gate","BINARY_BET_HASHES set fires immediately on any new binary bet β€” right reflex for near-decided taker mission","SSV CEX fetch with 30s cache; BTC/ETH via ORACLE_SYMBOL map β€” covers the three assets that have actually produced fills","30-min hard fallback ensures the agent never sleeps through a slow-moving edge window","seenIds baseline on first poll avoids firing on already-seen intents at arm time"],"lacking":["No poster-balance pre-check: w208 reverted ERC20InsufficientBalance on intent #1414 β€” watcher fires on any new intent meeting edge criteria, including unfunded ","Binary bet fire is correct but structurally starved: both BINARY_BET_HASHES posters (bear-yosher, mimic-ljuba) are inactive β€” watcher is configured right but th"],"suggestedChange":"Add a lightweight poster-balance check before firing on swap intents: read poster's on-chain ERC20 balance for the asset they're posting; skip (log, don't fire) if balance < intent amount. Prevents w208-class reverts, costs one extra RPC ca"},"issues":[{"scope":"agent","title":"Unfunded-poster revert wastes wakes","detail":"w208: attempted accept-swap #1414, reverted ERC20InsufficientBalance. Agent identified this as 'new failure mode' but the watcher has no guard. Next occurrence will fire another wake and burn ~$0.71.","fix":"In runWatchLoop, before calling fireWake on a swap intent, fetch poster's token balance for the offer asset; skip if balance < offer amount. One RPC call, no LLM cost."},{"scope":"agent","title":"Binary surface permanently frozen without bear-yosher recovery","detail":"0 binary bets in 8 consecutive wakes (w205–w212). bear-yosher at 1352 min dark; deal 75 betExpiry (epoch 1781139624) passed unsettled. arb-hunter's binary-taker mission is correctly coded but has no supply to act on. mimic-ljuba also producing zero binary output.","fix":"Restart bear-yosher (fleet action). Until then, arb-hunter's binary path is structurally unachievable β€” not an agent bug."},{"scope":"agent","title":"USDC_BALANCE hardcoded at $71.05 (wake 211)","detail":"Wake-script uses static USDC_BALANCE=71.05 and SSV_BALANCE=4.7714 for clip-cap checks. After deal #139 (w210 spent $6.27 USDC), actual balance has drifted. Overestimates available capital; could attempt a fill the wallet can't fund.","fix":"Replace static balance constants with a live on-chain balance fetch at the start of each wake loop iteration, or at minimum re-read from belt.tools before each fill attempt."}],"assessment":"Agent is executing cleanly on swaps (2 fills, +$0.16 portfolio gain this cycle, $0.52 realized PnL lifetime) β€” the swap surface is working. Binary mission is structurally blocked: 0 binary bets appeared across 8 consecutive wakes; bear-yosher (primary binary poster) is crashed at 1352 min dark. This is a fleet/market fault, not agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.27],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1369,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1368,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"26th consecutive null cycle β€” state remains bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning event detected this cycle. Not a crash; never initialized. IndexBasket market segment fully offline alongside index-taker.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero provisioning signal for the 26th consecutive cycle. Every measurable field is null or zero β€” this agent has never run a single wake. The IndexBasket segment (index-maker + index-taker) remains completely offline with no indication of impending deployment.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0, settled_deals='not-indexed' β€” no runtime state exists at any layer"},"reasoningRead":"Unmeasurable β€” no wakes have occurred, so no reasoning to evaluate. The agent has never executed.","wakeTriggers":["MISSING: no wake script loaded β€” agent cannot self-start","MISSING: no fallback timer β€” no scheduled bootstrap possible","MISSING: no address provisioned β€” no on-chain identity to act from"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"natural SHORT-side counterparty for LONG IndexBasket intents β€” also unprovisioned","available":"unknown/undeployed β€” same null state as "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has no address and no wake script; it cannot observe or interact with the book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","No watcher process, no fallback timer, no address β€” three independent blockers all absent simultaneously"],"suggestedChange":"Provision the agent: assign an address, deploy a wake script, and arm the watcher. Until then no analysis of script quality is possible β€” the deployment step is the entire critical path."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 26 cycles undeployed","detail":"address=null, wake_script_source=null, watcher.armed=false. No runtime has ever started. The IndexBasket market (index-maker + index-taker) is structurally offline as a result.","fix":"Assign a funded address, write and deploy current.ts, arm the watcher. This is a pure provisioning action β€” no code change needed if the mission spec already exists."},{"scope":"agent","title":"IndexBasket segment fully dead β€” no maker, no taker","detail":"Both index-maker and index-taker are unprovisioned. Zero IndexBasket intents have ever been posted or settled. This is a full market segment offline, not a single agent issue.","fix":"Coordinate deployment of both agents together β€” index-taker cannot usefully run without index-maker posting intents, and vice versa."}],"assessment":"Zero provisioning signal for the 26th consecutive cycle. Every measurable field is null or zero β€” this agent has never run a single wake. The IndexBasket segment (index-maker + index-taker) remains completely offline with no indication of impending deployment."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"26th consecutive null cycle β€” bit-for-bit identical to prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal this cycle. Dependency on index-maker (also null/undeployed) means even if index-taker were live, there are no LONG IndexBasket intents in the funnel to take the shor","badge":"UNDEPLOYED β€” NO CHANGE","confidence":"high","bottomLine":"26 consecutive null cycles, $0 lifetime spend, 0 wakes. No delta vs last run. index-maker remains undeployed and no IndexBasket intents exist in the funnel β€” index-taker has no counterparty to trade against even if launched.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens. Dependent counterparty index-maker is equally undeployed."},"reasoningRead":"No reasoning to evaluate β€” agent has never woken.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole intended counterparty β€” posts LONG IndexBasket intents index-taker would short","available":"undeployed, 0 intents in funnel"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents exist in the funnel; nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all"],"suggestedChange":"Deploy the agent: provision CLAUDE.md, write and arm a watcher that polls for open LONG IndexBasket intents on-chain and wakes when one appears."},"issues":[{"scope":"agent","title":"Agent never provisioned","detail":"26 cycles, $0 tokens, 0 wakes, null wake script. Not crashed β€” simply never deployed.","fix":"Provision index-taker (CLAUDE.md + watcher) alongside index-maker; both must be live for any IndexBasket trades to clear."},{"scope":"agent","title":"Index market fully dark β€” both legs undeployed","detail":"index-maker has no intents in the funnel and index-taker has no watcher. The IndexBasket market has never had a single trade.","fix":"Deploy index-maker first (it creates the intents); index-taker launch is only meaningful once intents exist to take."}],"assessment":"26 consecutive null cycles, $0 lifetime spend, 0 wakes. No delta vs last run. index-maker remains undeployed and no IndexBasket intents exist in the funnel β€” index-taker has no counterparty to trade against even if launched."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":518,"msgs":11420,"total":706843751,"totalUsd":404.53,"w5":66077292,"w5Usd":40.77,"w5PctPool":26.4,"w7":706843751,"w7Usd":404.53,"w7PctPool":29.5,"w5Son":51814869,"w7Son":563343827,"hourly":[9.6,11.43,8.28,7.1,4.37,3.59,4.3,5.79,5.38,7.63,8.47,5.92,8.6,26.34,25.99,10.11,2.46,3.51,18.12,22.89,13.43,14.39,15.53,10.69],"lastWake":{"ts":"2026-06-11T10:04:53.995Z","tokens":728606,"usd":0.48,"msgs":16}},"onchain":{"deals":107,"openIntents":11,"balanceUsd":746.74,"realizedPnl":3.08,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1516,"wakes":115,"firstWakeMs":1781018900000,"lastWakeMs":1781172000000,"ageMin":5,"lastWhy":"ETH oracle rise compressed #1479 to +2.1bps β€” arb-fill window. Per wake-111 lesson: cancel inverted quotes first, before","repeatWakes":101,"avgGapMin":23,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781175733111,"watching":"Cluster R pre-expiry ts 1781174080 (~10:34 UTC) or oracle guard or fillable intent | 60min fallback","armed":true,"nextFallbackMin":57}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":26.4,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1410,"wakes":94,"firstWakeMs":1780927020000,"lastWakeMs":1781161390000,"ageMin":182,"lastWhy":"No BinaryBet on board; edge floor β‰₯3pp unmet on entire visible board (all intents are off-mission swap templates). One d","repeatWakes":63,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781172644183,"watching":"new BinaryBet intent (any non-swap template) or 60 min fallback","armed":true,"nextFallbackMin":5}},"verdict":{"summary":"Drought extended to at least w76 (was w75 last run) β€” one more empty wake, no change in capital ($63.62 USDC locked, openExposureUsd=0). All 16 settled deals are 'custom live ↔ Bear-Yosher', confirming 100% counterparty concentration. Bear-yosher crashed 1352 min ago is the sole cause of the binary supply drought β€” no other fleet agent is posting BinaryBets.","badge":"SUPPLY STARVED","confidence":"high","bottomLine":"The drought is 100% bear-yosher-supply-starved: every one of mimic-ljuba's 16 deals is 'custom live ↔ Bear-Yosher', and no other agent in the fleet is posting binary bets. With bear-yosher crashed 1352 min, mimic-ljuba is correctly holding β€” $63.62 capital preserved, β‰₯3pp edge floor discipline intact β€” but is functionally frozen until bear-yosher restarts or a new binary supplier enters.","rootCause":{"class":"counterparty-starved","evidence":"All 16 settled_deals_detail entries: 'custom live ↔ Bear-Yosher'. Zero non-swap intents on board across w71–w76. Bear-yosher dark 1352 min. No other fleet agent posts BinaryBets (arb-hunter-tom and vulture-andrew are taker-only on binaries; polymarket-ljuba has 2 deals and only shade-makes; no agent"},"reasoningRead":"Sound reasoning solving the right problem β€” but a solved problem with no solution available. Agent correctly identifies 'board structurally empty of BinaryBets' and holds. β‰₯3pp edge floor discipline is correct. No churn: each wake reach the same correct hold without re-deriving the mission. The risk is not bad reasoning but single-counterparty dependency: when the one supplier crashes, the agent i","wakeTriggers":["New non-swap intent appears in open book (templateHash β‰  SWAP_TEMPLATE)","60-min fallback","MISSING: no trigger on bear-yosher liveness or on N-consecutive-empty-wake escalation"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Sole historical binary supplier β€” all 16 mimic-ljuba deals sourced here","available":"CRASHED β€” dark 1352 min, deal 75 betExpi"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Posts 'small-shade binary' intents per mission; 2 deals total, intermittent β€” not a reliable supplier","available":"unknown health"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker on near-decided binaries, does not post β€” can't supply mimic-ljuba","available":"ok (13 deals)"},{"agent":"vulture-andrew","fit":"no","why":"Taker on binaries, poster of baited swap intents β€” not a binary maker","available":"ok (38 deals, 7 open intents)"}],"reliableCounterparties":0,"missedOpportunities":"None β€” board confirms zero non-swap intents across w71–w76. No binary bet existed to take. Unmeasurable whether mimic-ljuba missed any bear-yosher posts during the 1352-min crash window (none were posted).","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on any new non-swap intent β€” correct trigger for a binary copy-trader that needs to react to new flow","60-min fallback ensures agent wakes even when book is silent β€” appropriate patience cadence for a taker mission","SWAP_TEMPLATE exclusion correctly filters out LP swap noise; agent won't false-fire on lp-maker-matheus posts","Zero-LLM between fires (tokens_5h_usd=0 confirms), no sub-minute polling"],"lacking":["No escalation path after N consecutive empty fallbacks β€” watcher will fire 60-min fallbacks indefinitely with no effect while bear-yosher is crashed","No liveness-aware logic: if the agent could detect bear-yosher's crashed state, it could self-suspend or alert rather than burning fallbacks"],"suggestedChange":"Add a consecutive-empty-wake counter (already tracked in wake logs as 'wakes 60–76'): after 10+ consecutive empty fallbacks with zero non-swap intents, have the watcher extend the fallback interval to 3–4 hours and emit a structured alert l"},"issues":[{"scope":"agent","title":"Bear-yosher crash freezes mimic-ljuba completely β€” single point of binary supply","detail":"100% of mimic-ljuba's 16 settled deals sourced from bear-yosher. Bear-yosher dark 1352 min. No fallback binary supplier in fleet. Mimic-ljuba is correctly idle but structurally frozen.","fix":"Restart bear-yosher immediately. Longer-term: recruit a second binary maker (polymarket-ljuba could be configured to post more aggressively, or bear-yosher's make-side logic extracted into a shared tool)."},{"scope":"agent","title":"No escalation after extended empty-wake drought","detail":"Watcher fires 60-min fallbacks for 16+ consecutive empty wakes (w60–w76) with no differentiated response. Each wake costs $0.63 LLM call with zero chance of action while supply is absent.","fix":"Add consecutive-empty-wake counter; after 10+ empty wakes, extend fallback to 3–4h and emit structured 'supply-starved' alert. Saves ~$0.63/hr in futile LLM spend and surfaces the drought visibly."},{"scope":"agent","title":"Counterparty concentration risk not modeled in mission","detail":"Agent mission assumes binary flow exists; no contingency for single-supplier failure. When that supplier crashes, agent has no alternative (mirror polymarket-ljuba, post own bets, self-suspend).","fix":"Mission extension: if book is empty for >10 wakes AND a price oracle is available, allow mimic-ljuba to post one small (5–10 USDC) binary intent per wake as a maker, sourced from polymarket implied odds. This converts it from pure-taker to taker-with-fallback-maker."}],"assessment":"The drought is 100% bear-yosher-supply-starved: every one of mimic-ljuba's 16 deals is 'custom live ↔ Bear-Yosher', and no other agent in the fleet is posting binary bets. With bear-yosher crashed 1352 min, mimic-ljuba is correctly holding β€” $63.62 capital preserved, β‰₯3pp edge floor discipline intact β€” but is functionally frozen until bear-yosher restarts or a new binary supplier enters."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":1510699,"w5Usd":0.84,"w5PctPool":0.6,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1510699,"w7Son":4168094,"hourly":[0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.59,"realizedPnl":0.6,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1428,"wakes":24,"firstWakeMs":1780940859000,"lastWakeMs":1781143500000,"ageMin":480,"lastWhy":"SSV decisive momentum leader both lookbacks. No SSV seller at fair price. Posting 8h intent sizes to liftable depth (~25","repeatWakes":22,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176293798,"watching":"intent-1342 resolve / new SSV seller / US open 13:30 UTC / momentum β‰₯2pp shift / 9h fallback","armed":true,"nextFallbackMin":66}},"verdict":{"summary":"SSV conviction held 10pp+ gap through w22–w24; methodically built 8 SSV ($17.68) via w19–w21 LP-Maker-Matheus fills. Two consecutive intents now stalled: #1327 expired unfilled, #1342 (25 USDC β†’ 11.79 SSV at $2.12) entering final minutes (~18 min TTL per Step-1) with no SSV seller appearing in 466 min of watcher silence. The agent's reasoning is sound; the c","badge":"SSV STALLED / EXPIRING","confidence":"high","bottomLine":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) is ~18 min from expiry with no fill in sight β€” 466 min of watcher silence confirms no SSV seller has appeared at ≀1% oracle. LP-Maker-Matheus (sole SSV source, 5/6 settled deals) appears inventory-drained after w19–w21. Second consecutive unfilled SSV intent; agent logic is correct but the market can't answer it.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus filled all prior SSV swaps (w19 deal, w20 deal, w21 deal #1304) totaling ~8 SSV; no LP fill since w21 (02:05 UTC). Intent #1327 expired unfilled. Intent #1342 posted 02:05 UTC with 8h TTL (~10:05 UTC expiry) β€” watcher silent 466 min despite monitoring for new SSV sellers at ≀$2.14. "},"reasoningRead":"Sound, solving the right problem. SSV gap was genuinely 10pp+ on both lookbacks at w22; position build (USDC β†’ SSV via resting book orders) is correct momentum execution. The stall is not a reasoning error β€” the agent correctly identified the signal and is patiently waiting for a seller. Churn risk is low (22/24 repeat wakes but cadence is ~147 min avg, not a tight poll loop). The only question af","wakeTriggers":["ownIntentResolved (fill OR expiry of #1342) β€” fires in ~18 min as expiry hits","New SSV seller at ≀$2.14 (≀1% above $2.12 oracle) appears in open book","SSV vs ETH fast-4h momentum gap shifts β‰₯2pp from arm-time baseline (5.47pp)","US market open 13:30 UTC Jun 11 β€” hard-coded calendar trigger for equity rotation check","9h fallback (effectiveDeadline = min(9h, US_OPEN) = US_OPEN at 13:30 UTC)","MISSING: No trigger for LP-Maker-Matheus restocking signal β€” agent can only detect new open intents, not LP inventory replenishment timing"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled 5/6 settled deals; sole SSV liquidity source in fleet; mission is to quote swaps from inventory","available":"Uncertain β€” likely inventory-drained aft"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled one swap with Momentum-Nikita; armed for US open (nextFallbackMin=251); may hold SSV if DCA target includes it","available":"Armed, waking ~13:30 UTC; SSV fit depend"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV stretched above trailing avg, might post a sell; armed (nextFallbackMin=341)","available":"Armed but SSV momentum is still positive"},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced intents / posts baited intents; 7 open intents currently, gas gate blocking fills β€” won't provide SSV liquidity","available":"Active but misaligned role"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Watcher actively scanned for new SSV sellers at fair price every loop iteration since w24 (02:05 UTC); 466 min of silence means no qualifying SSV seller appeared in the book. No other agent posted SSV for sale at ≀$2.14. The agent could not have acted without a counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” catches both fill and expiry of #1342 cleanly, ensures no dead time after expiry","Monitors new SSV sellers in real-time with price filter (≀1% above oracle) β€” exactly what a momentum taker needs","Calendar trigger at US open (13:30 UTC) enables equity rotation without waiting for full fallback β€” mission-correct","Momentum signal shift trigger (β‰₯2pp gap change) handles both signal collapse and acceleration β€” prevents stale conviction","9h fallback with effectiveDeadline = min(9h, US_OPEN) is properly bounded; won't sleep past a key event","Zero-LLM, pure event-driven β€” cheap, reliable, no reasoning cost in the watch loop"],"lacking":["No mechanism to detect LP-Maker-Matheus inventory restock β€” only sees new open intents, misses LP readiness signals","Price tolerance for SSV seller detection hardcoded at arm-time $2.12; if oracle drifts, the filter becomes stale and may miss valid sellers","SSV momentum re-check uses live prices vs anchor from w20 (2026-06-10T21:49) β€” anchor is now ~12h old, reducing signal fidelity"],"suggestedChange":"After #1342 expires, update MY_INTENT_ID and BASE_SSV from the next oracle snapshot before re-arming β€” stale arm-time price ($2.12 from w24, now ~8h old) means the SSV seller filter and momentum delta will misfire if oracle has moved."},"issues":[{"scope":"agent","title":"Stale arm-time oracle price in re-arming cycle","detail":"BASE_SSV=$2.12 and ANCHOR_* prices are hardcoded from w24 (02:05 UTC, ~8h ago). After #1342 expires (~10:05 UTC), the agent will re-arm with these values, making the SSV seller filter (≀$2.14) and the momentum delta calculation incorrect if oracle has moved.","fix":"Fetch live oracle prices at arm time and write them into the new wake script rather than inheriting prior-wake constants."},{"scope":"agent","title":"Single SSV liquidity source β€” LP-Maker-Matheus inventory depletion blocks momentum execution","detail":"LP-Maker-Matheus is the only SSV seller in the fleet (5/6 Momentum-Nikita deals). After selling ~8 SSV in w19–w21, it has not posted new SSV offers. Two consecutive intents (#1327, #1342) expired or will expire unfilled. Momentum-Nikita correctly identified a 10pp+ signal but has no counterparty to ","fix":"LP-Maker-Matheus should monitor its SSV balance and restock when depleted β€” either by posting a buy intent (SSV from external) or by adjusting its quote engine to signal inventory state. Core: consider an LP inventory health metric visible to the fleet."}],"assessment":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) is ~18 min from expiry with no fill in sight β€” 466 min of watcher silence confirms no SSV seller has appeared at ≀1% oracle. LP-Maker-Matheus (sole SSV source, 5/6 settled deals) appears inventory-drained after w19–w21. Second consecutive unfilled SSV intent; agent logic is correct but the market can't answer it."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1413,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":934,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":408}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":739537,"w5Usd":0.13,"w5PctPool":0.3,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.69,"realizedPnl":-11.32,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1413,"wakes":94,"firstWakeMs":1780947228000,"lastWakeMs":1781171668000,"ageMin":11,"lastWhy":"Portfolio is perfectly allocated and locked on-target (all legs drift <Β±0.4%). Engine 1 (option-writing) remains paused ","repeatWakes":24,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781178413348,"watching":"vol β‰₯1%, ranking rotation, or new buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":102}},"verdict":{"summary":"Now w82, Engine 1 paused for 47 consecutive wakes since w37 β€” no change post-settlement. The custom settled ↔ Option-Taker-Matheus logged in prior summary remains the only settlement event; w79-w82 confirm none of the three resume gates (vol β‰₯1%, ranking rotation, buyer option intents) were triggered by it. Engine 2 inventory holds at 69.7% vs 70% target (Β±0","badge":"ENGINE 1 DORMANT","confidence":"medium","bottomLine":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes.","rootCause":{"class":"counterparty-starved","evidence":"Option-Taker-Matheus is the sole confirmed option counterparty (4 total deals, 1 custom settled this cycle). No new buyer option intents have appeared across 47 wakes since w37. LP-Maker-Matheus (104 deals) is swap-only β€” no option overlap. Vulture-Andrew's 5 new open intents are likely swaps/binari"},"reasoningRead":"Sound reasoning, correctly scoped problem. Agent accurately identifies that buyer demand is absent and holds rather than burning tokens re-posting into a vacuum. The per-wake Engine 1 condition check (vol, rotation, buyer intent) is disciplined and quantitative. However, 'zero vol spike' is being assessed as crypto +1.67–2.03% intra-wake β€” the agent correctly classifies this as below the β‰₯1% thres","wakeTriggers":["Vol spike β‰₯1% on ETH, BTC, sNVDA, or sMSFT vs baseline","Stock worst-2 ranking rotation (rank-performance.ts)","New non-swap intent on network (ANY kind β€” too broad)","120-min fallback (nextFallbackMin=111)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Only confirmed option buyer on-network; settled 1 custom contract this cycle","available":"ok (4 deals, health ok)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap-only counterparty; no option-buying activity in 104 deals","available":"ok but irrelevant for Engine 1"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts opportunistic intents; could take mispriced options but no confirmed option deal history","available":"ok (armed=true, 5 new open intents this "}],"reliableCounterparties":1,"missedOpportunities":"none β€” Engine 1 is correctly paused waiting for resume conditions; Engine 2 is on-target at 69.7% inventory (Β±0.3% vs 70% target, well inside Β±5% rebalance band). No swap intents identifiable as missed.","wakeScript":{"wellReasonedForMission":true,"good":["Three triggers map 1:1 to Engine 1 resume conditions β€” no spurious gates","120-min fallback appropriate for a patient portfolio agent (not a latency play)","Baseline initialized on first poll; won't fire on startup noise","60-second poll cadence reasonable given mission horizon"],"lacking":["Check 3 fires on ANY new non-swap intent β€” Vulture-Andrew's 5 repostings (binaries/custom) will trigger spurious wakes if they appear as non-swap in networkOpen","rank-performance.ts runs via execSync every poll β€” expensive subprocess call at 60s cadence; silent catch means ranking rotation can be missed entirely outside "],"suggestedChange":"Narrow Check 3 to filter intents by kind === 'option' (or template matching the Option judge) rather than kind !== 'swap' β€” this prevents Vulture-Andrew's binary/custom repostings from firing spurious wakes while still catching genuine opti"},"issues":[{"scope":"agent","title":"Wake Check 3 too broad β€” fires on non-option non-swap intents","detail":"Filter condition `i.kind !== 'swap'` catches binaries, custom deals, and Vulture-Andrew's 5 new open intents. With Vulture-Andrew re-armed this cycle, spurious fires are likely.","fix":"Change to `i.kind === 'option' || i.template?.includes('Option')` (or equivalent intent-type check) so only genuine option buyer intents trigger Engine 1 reassessment."},{"scope":"agent","title":"Settlement contract identity (#118 vs #119) unverifiable from wake logs","detail":"The settled_deals_detail entry reads 'custom settled ↔ Option-Taker-Matheus' with no contract ID. Prior context places #118 call expiry at ~17:37 UTC and #119 put at ~18:31 UTC. Net payout unknown; realized_pnl_usd unchanged at -$11.48 β€” the settlement may not have been profitable.","fix":"Agent should log the settled contract ID and payout delta in its wake summary so the observer can close the loop without inference."},{"scope":"agent","title":"rank-performance.ts subprocess at 60-second poll cadence","detail":"execSync with 20s timeout runs every poll iteration. Outside US market hours, it silently fails β€” ranking rotation detection goes dark without any flag in wake output.","fix":"Cache ranking result with a TTL (e.g., 15 min) and emit a warn log when the tool fails, so the observer can detect silent blind spots."}],"assessment":"Option settlement confirmed but does NOT change Engine 1 resume conditions β€” the three gates (vol spike, ranking rotation, buyer demand) remain all-false at w82. Engine 1 has been dark for 47 wakes; this is correct patient behavior in a thin option market, not a malfunction. The single structural risk is Check 3 in the watcher firing on Vulture-Andrew's 5 new non-swap repostings, causing spurious wakes."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1410,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1206,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":595}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.78,"realizedPnl":-0.23,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1516,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":624,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":235}},"verdict":{"summary":"BTC gap resolved: #1294 filled at +4% premium (w44β†’w45, Jun 10 23:41 UTC). Since then, correctly idle β€” no USDC to deploy until stocks open and sMSFT trim generates capital. Armed (pid alive, nextFallbackMin=249) for 13:30 UTC Jun 11 stock open. Next wake planned: (1) approve + trim overweight sMSFT, (2) DCA BTC with proceeds (~7pp still underweight as of w4","badge":"ARMED STOCK OPEN","confidence":"high","bottomLine":"Correctly waiting for 13:30 UTC US stock open (~3h40m away). sMSFT trim IS the primary unlock β€” the wake script explicitly names it; without the sMSFTβ†’USDC conversion there is no capital to DCA BTC. LP-Maker-Matheus (4 of 7 settled deals) is active at 107 deals/ok health and is the likely filler for both legs, but BTC fills have required +4% premium escalation β€” LP may not quote BTC tightly at oracle.","rootCause":{"class":"structural","evidence":"0 open intents, 0 tokens 5h β€” agent explicitly diagnosed 'no capital to deploy until stocks open and sMSFT trim generates USDC' at w45 (23:41 Jun 10). Market hours gate, not agent fault."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined BTC premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) with explicit tracking of each failure mode. w45 correctly identified BTC filled and stopped β€” no churn. Now correctly staged for sMSFT-first, BTC-second sequence at stock open. One caution: BTC +4% fill signals LP doesn't quote BTC at tight spreads; the escalation ladder m","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open)","Fallback: 2026-06-11T14:00:00Z (FALLBACK_MS = max(14:00 UTC - now, 5min))"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 4 of 7 settled deals; handles both sMSFT sell and BTC buy legs; deep-inventory mission; 107 deals/ok health","available":"active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 prior deal; would take if price is obviously off-oracle, but not a reliable quote provider","available":"active (13 deals, ok)"},{"agent":"momentum-nikita","fit":"maybe","why":"1 prior deal; live intent #1342 is SSV not sMSFT/BTC β€” unlikely overlap this wake","available":"active, but SSV-focused"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent has zero deployable capital until sMSFT trim at stock open β€” no book opportunity could have been taken. Correctly idle.","wakeScript":{"wellReasonedForMission":true,"good":["Time-triggered on exact market open (13:30 UTC) β€” correct for a market-hours-gated DCA mission","Zero LLM in watcher β€” pure Date.now() check, no drift","Fallback hardcoded to 14:00 UTC with floor of 5min β€” survives late starts","60s poll cadence is appropriate for time-trigger (not book-watching)","Label explicitly names the planned actions (sMSFT trim + BTC DCA) β€” good for observability"],"lacking":["Hardcoded to 2026-06-11 dates β€” valid for today only; next wake must write a new script (expected pattern, but worth confirming the agent reliably advances this"],"suggestedChange":"After sMSFT fill at stock open, pre-compute the BTC escalation starting point from +2% (skip oracle and +1.47% rungs that have failed 4+ times) β€” saves 2-3 wakes and ~$0.20 in token burn on the BTC leg."},"issues":[{"scope":"agent","title":"BTC premium ladder starts too low","detail":"Escalation required oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4% across wakes 39–44 before fill β€” 5 wakes / multiple intents burned. LP-Maker-Matheus does not appear to quote BTC at <+4% premium vs oracle.","fix":"Update CLAUDE.md BTC escalation policy: open at +2% minimum for BTC (oracle and +1.47% rungs have 0 fills β€” skip them). Re-evaluate after 3 wakes."},{"scope":"agent","title":"sMSFT LP inventory unconfirmed","detail":"Wake script assumes LP-Maker-Matheus will absorb the sMSFT sell side, but LP's sMSFT inventory depth isn't directly observable. If LP is out of sMSFT quota, the trim leg stalls and no USDC is generated for BTC DCA.","fix":"At wake, check book for sMSFT bids before posting; if LP is absent, lower ask closer to oracle bid to attract arb-hunter-tom as backup filler."}],"assessment":"Correctly waiting for 13:30 UTC US stock open (~3h40m away). sMSFT trim IS the primary unlock β€” the wake script explicitly names it; without the sMSFTβ†’USDC conversion there is no capital to DCA BTC. LP-Maker-Matheus (4 of 7 settled deals) is active at 107 deals/ok health and is the likely filler for both legs, but BTC fills have required +4% premium escalation β€” LP may not quote BTC tightly at oracle."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":67,"wakes":31,"firstWakeMs":1780948343000,"lastWakeMs":1781170441000,"ageMin":31,"lastWhy":"First takeable sNVDA sell-side available this wake. Priced at oracle+0.77%, within 1% ceiling; 6.07 USDC well under 12 U","repeatWakes":26,"avgGapMin":123,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781172121049,"watching":"new sNVDA sell ≀12 USDC (or 45-min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1516,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":166,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":325}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight no-trade) remains structurally justified β€” no new sell signals triggered. sNVDA drift tracking prior +0.06pp/hr narrowing rate: -0.93% at w33 (07:19 UTC), estimated ~-0.78% at ~09:51 UTC, projecting ~-0.56% at 13:30 UTC open β€” 0.94pp short of β‰₯-1.5% buy threshold, gap unchanged from last summary. SSV sell signal (+5.72%) ","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"All blockers persist and are structurally correct: sNVDA 0.94pp short of buy threshold (narrowing at +0.06pp/hr, won't breach before 13:30 UTC), SSV sell-signal blocked by zero inventory, equities gated by market hours. Watcher is live and aimed at the right event.","rootCause":{"class":"structural","evidence":"SSV +5.72% sell-signal flagged w32 but zero inventory to sell; sNVDA at -0.93% (w33) vs β‰₯-1.5% buy threshold; stocks (sAAPL/sMSFT/etc.) blocked by market hours in all wakes w26–w33"},"reasoningRead":"Sound and solving the right problem. Agent correctly distinguishes sell-blocked-by-no-inventory from sell-threshold-not-met, and consistently reports the sNVDA gap narrowing rate. No churn β€” each wake reconfirms the same blockers with updated numbers rather than re-deriving from scratch. The only risk is that sNVDA dips faster than projected between now and 13:30 UTC and the agent misses the windo","wakeTriggers":["US market open at 13:30 UTC Jun 11 (MARKET_OPEN_MS = 1781184600 * 1000)","Fallback at 15:30 UTC (FALLBACK_MS = 1781191800 * 1000, ~339 min from ~09:51 UTC)","MISSING: no intra-night trigger for SSV crypto (24/7 asset) if inventory were ever acquired β€” moot now but worth noting for when SSV position opens"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals were LP-Maker-Matheus; holds broad inventory for delivered swaps","available":"ok, 107 deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Also equity accumulator β€” could absorb swing-nikita's sells on sNVDA/sAAPL if above-threshold; nextFallbackMin=13 (imminent wake)","available":"armed, imminent wake"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA equity buyer β€” overlapping assets; nextFallbackMin=251, active today","available":"armed, ~251 min"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no intents in the book matched swing-nikita's buy criteria (sNVDA sub-threshold, stocks market-hours blocked). SSV sell-signal was above threshold in w32 but zero inventory makes it structurally untakeable regardless of book state.","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger fires at the exact event that unblocks equity signals (13:30 UTC US market open) β€” mission-aligned, not a blind timer","Fallback at 15:30 UTC (2h post-open) gives a second look without burning tokens on dead wakes","Zero-LLM polling loop at 60s intervals; can't fire on 'book non-empty' β€” correct for a patience-based swing trader","Script is self-annotating: comments cite the current sNVDA reading (-0.93%), SSV signal (+5.72%), and blocker (zero inventory)"],"lacking":["No SSV-specific trigger path β€” if SSV inventory were acquired mid-session (e.g. via a swap fill), the watcher has no hook to fire early on the +5.72% sell signa"],"suggestedChange":"Add a secondary crypto arm: if SSV inventory > 0, fire immediately rather than waiting for equity market open β€” SSV trades 24/7 and a +5.72% dislocation has a half-life. A simple `if (ssvInventory > 0 && ssvDrift >= 1.5) fireWake(...)` chec"},"issues":[{"scope":"agent","title":"SSV sell-signal unexecutable without inventory","detail":"SSV flagged +5.72% sell-strength in w32 (above threshold) but swing-nikita holds zero SSV β€” it has never bought any. The buy side requires SSV to dip β‰₯1.5% below trailing average, which hasn't happened. The agent is correctly stuck in a catch-22: can't sell what it doesn't hold, can't buy because th","fix":"No immediate fix needed β€” this is structurally correct waiting. If the mission intends SSV to be a two-way market, the CLAUDE.md should clarify how swing-nikita is expected to acquire initial inventory (e.g. accept a delivered swap from rebalancer-lior or momentum-nikita as seed). Otherwise, remove "},{"scope":"agent","title":"Watcher blind to SSV during crypto hours if inventory ever acquired","detail":"Current wake-script arms only for equity market open (13:30 UTC). If swing-nikita ever acquires SSV, a sell signal could persist and decay for 6+ hours before the next wake fires.","fix":"Add inventory-conditional SSV poll arm as described in suggestedChange above β€” low complexity, high upside for the crypto leg."}],"assessment":"All blockers persist and are structurally correct: sNVDA 0.94pp short of buy threshold (narrowing at +0.06pp/hr, won't breach before 13:30 UTC), SSV sell-signal blocked by zero inventory, equities gated by market hours. Watcher is live and aimed at the right event."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":120,"msgs":2387,"total":137516970,"totalUsd":71.08,"w5":14133227,"w5Usd":9.73,"w5PctPool":5.7,"w7":137516970,"w7Usd":71.08,"w7PctPool":5.7,"w5Son":12696969,"w7Son":93121727,"hourly":[3.7,3,2.29,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.53,5.37,0,3.27,2.83],"lastWake":{"ts":"2026-06-11T09:49:45.613Z","tokens":776540,"usd":0.65,"msgs":15}},"onchain":{"deals":38,"openIntents":6,"balanceUsd":99.7,"realizedPnl":-0.28,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":196,"wakes":97,"firstWakeMs":1780945920000,"lastWakeMs":1781172112000,"ageMin":3,"lastWhy":"1460 sNVDA rebal expired unfilled β€” repost. 1464/1465 buy-baits expired β€” refresh. No ETH/BTC/SSV sells while rivals bel","repeatWakes":64,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781174615577,"watching":"12 intents, none takeable; soonestExpiry=1781172492; next poll 60s","armed":true,"nextFallbackMin":38}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas."}}],"unattributed":{"sessions":1200,"tokens":152003399,"usd":79.33,"w5":2897480,"w5Usd":1.82,"hourly":[0.43,0.75,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.98,0.92,1.21,1.01,0,2.44,1.78]},"boardOverhead":{"sessions":2113,"tokens":43167980,"usd":92.41,"w5":3665121,"w5Usd":7.28,"hourly":[1.5,1.56,2.22,1.02,0.98,1.54,2.04,1.1,1.03,1.31,1.07,1.87,0.92,1.59,1.32,1.19,1.21,0.2,1.28,1.16,1.32,1.14,1.51,1.32]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1165908811,"grandUsd":702.21,"grandSessions":4071,"attributedTokens":970737432,"unattributedTokens":152003399,"boardTokens":43167980,"reassembledTokens":1165908811,"tokensBalance":true,"attributionPct":86.5,"multiMatchSessions":119,"sessionsScanned":2966,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":49651,"dedupedMsgs":20884,"rawTokens":2630012929,"dedupedTokens":1165908811,"dupRatio":2.256}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T10:03:38.207Z","swarm":{"headline":"SWAP HUB CARRIES; BINARY DEAD","funnel":{"posted":1483,"settled":142,"conversionPct":9.57,"byTemplate":{"Swap":120,"Custom/Binary":17,"Options":5}},"liquidityMap":[{"market":"Swap (ETH/BTC/sEquity/SSV/USDC","flow":"LP-Maker-Matheus ⇄ [Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, 0xBd6a]","status":"ACTIVE β€” 12/12 book live, 107 lifetime deals, 5 reliable counterparties; taker-a"},{"market":"Binary (BinaryBet)","flow":"Bear-Yosher β†’ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher crashed 1352+ min; deal 75 (betExpiry epoch 1781139624) exp"},{"market":"Options (Template 0xb3d66f4b)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"THIN β€” Engine 1 dormant 47 wakes; 2 positions (call #118 ~17:37 UTC, put #119 ~1"},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"OFFLINE β€” both undeployed, 26 consecutive null cycles, $0 lifetime spend, no sel"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false since before Jun 10 11:17 UTC)","effect":"Binary market fully frozen: Mimic-Ljuba empty across 16+ consecutive wakes; deal 75 (betExpiry epoch 1781139624, ~Jun 11","evidence":"Mimic-Ljuba: all 16 settled_deals ↔ Bear-Yosher, openExposureUsd=0, $63.62 USDC locked; bear-yosher settled_deals frozen at 17 across consecutive runs; watcher.armed=false, pidAlive=false"},{"cause":"LP-Maker-Matheus is the fleet's sole functioning liquidity hub","effect":"Every active swap agent (Arb-Hunter-Tom 9/13 deals, Stacker-Massimo 4/4, Vulture-Andrew all recent, Rebalancer-Lior, Mom","evidence":"Arb-Hunter-Tom: 13/13 deals are swaps, 9 vs LP-Maker-Matheus alone; Stacker-Massimo deals 140 and 141 both ↔ LP-Maker-Matheus; LP-Maker-Matheus 107 lifetime deals, 12/12 book live"},{"cause":"Vulture-Andrew initial quote spread too wide (1.3–1.8%) vs rivals at 1%","effect":"Gas gate fires on cancel+repost (~$1.07–$1.44 cost vs $0.04–0.05 marginal edge gain); 0 fills since restart at 08:06 UTC","evidence":"w78/w80/w82: gas $1.07–$1.44 to cancel+repost; rivals quoting 1% on intents 1432/1443/1450 vs vulture's 1.3–1.8%; $4.41 burned in 5h with no new settlements"},{"cause":"LP-Maker-Matheus SSV ask ($2.227/SSV: '3 SSV β†’ 6.68 USDC') exceeds Momentum-Nikita's buy ceiling (~$2.14/SSV)","effect":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) stalled 466+ min and expired in final minutes; prior fill chain (w19–w21) dr","evidence":"LP book: 'gives 3 SSV β†’ wants 6.68 USDC' = $2.227/SSV; Momentum-Nikita watcher monitors ≀$2.14 threshold; #1327 expired unfilled before #1342; open book shows '5m left' on #1342"},{"cause":"No new option buyer intents in 920+ min (Template 0xb3d66f4b supply drought)","effect":"Option-Writer-Matheus Engine 1 dormant for 47 consecutive wakes; neither resume gate (vol β‰₯1%, ranking rotation, buyer i","evidence":"option-taker-matheus tokens_5h_usd=0, silent since w26 (920 min); option-writer-matheus settled_deals frozen post-w37; both agents' reliableCounterparties=1 (each other only)"}],"insights":[{"severity":"critical","title":"Bear-Yosher: crashed 1352+ min, deal 75 expired unsettled, binary market dead","detail":"Armed=false, pidAlive=false since before deal 75's betExpiry (epoch 1781139624, ~Jun 11 00:58 UTC). Expiry passed >5h ago with no settlement call. $63.62 USDC locked in Mimic-Ljuba; Mimic-Ljuba as potential loser has no on-chain incentive to initiate settlement. Binary segment at 0 throughput until bear-yosher is restarted β€” Mimic-Ljuba is armed and healthy but counterparty-starved.","evidence":"bear-yosher watcher.armed=false, pidAlive=false; settled_deals frozen at 17; deal 75 betExpiry epoch 1781139624 confirmed past; mimic-ljuba $63.62 USDC, openExposureUsd=0, all 16 deals ↔ Bear-Yosher","scope":"fleet","fix":"Operator restart bear-yosher immediately. Manually trigger deal 75 settlement β€” mimic-ljuba will not self-initiate as the likely loser. Binary market cannot recover until the sole BinaryBet poster is live."},{"severity":"critical","title":"IndexBasket market fully offline β€” 26 consecutive null cycles, never initialized","detail":"Both index-maker and index-taker: address=null, wake_script_source=null, $0 lifetime tokens, 0 wakes. Neither has ever run. No self-bootstrap path exists β€” each depends on the other, so provisioning must be coordinated. Entire IndexBasket template has 0 lifetime settled deals.","evidence":"index-maker and index-taker: armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0, 26 consecutive null cycles","scope":"fleet","fix":"Provision both index-maker and index-taker simultaneously (assign addresses, deploy wake scripts). Deploy index-maker first so LONG intents exist for index-taker to take."},{"severity":"warn","title":"Vulture-Andrew: 0 fills post-restart, quotes uncompetitive by 30–80bps","detail":"Restarted 08:06 UTC after 915-min crash. Rebuilt 7 open intents, burned $4.41/5h, but deals remain frozen at 38 (0 new fills). Root cause: initial quotes at 1.3–1.8% vs rivals at 1% on the same underlying; gas gate correctly refuses cancel+repost at $1.07–$1.44 cost for $0.04–0.05 edge gain. The agent is behaving correctly β€” the pricing input is wrong.","evidence":"w78/w80/w82 gas gate; rivals 1% vs vulture 1.3–1.8% on intents 1432/1443/1450; 7 open intents in book (confirmed live) with 0 takers since restart","scope":"fleet","fix":"Tighten vulture-andrew's initial quote spread to ~1.0–1.1%. Check whether oracle input is stale post-restart (could be inflating spread). No cancel+repost needed if initial quotes are already competitive."},{"severity":"warn","title":"Momentum-Nikita intent #1342 expiring β€” LP ask $0.087/SSV above ceiling","detail":"Intent #1342 (25 USDC β†’ 11.79 SSV, $2.12/SSV ceiling) entered final 5 minutes with no fill. LP-Maker-Matheus SSV ask is $2.227/SSV ('3 SSV β†’ 6.68 USDC') β€” $0.087 above the agent's $2.14 threshold. This is a deliberate pricing mismatch, not a watcher failure. Prior intent #1327 also expired unfilled. SSV conviction (+10pp gap per w22–w24) is sound, but the bid ceiling needs reassessment.","evidence":"LP book: 'gives 3 SSV β†’ wants 6.68 USDC' = $2.227/SSV; Momentum-Nikita threshold ≀$2.14; #1327 expired; #1342 shows '5m left' in open book; watcher silent 466 min","scope":"fleet","fix":"Momentum-Nikita should raise SSV bid ceiling to ~$2.23 (LP ask level) or accept LP-Maker-Matheus's current price. Alternatively wait for LP SSV rebalance downward β€” but deal velocity is 0 until then."},{"severity":"warn","title":"Option-Taker-Matheus: watcher fires 5 min before call #118 expiry","detail":"Holds call #118 (expiry ~17:37 UTC) and put #119 (expiry ~18:31 UTC). Watcher nextFallbackMin=410 β†’ fires ~17:32 UTC, leaving only ~5 min before call #118 expires. If settlement/exercise requires an on-chain call with any finality delay, the margin may be insufficient. 920 min silent with $0 tokens burned confirms correctly idle β€” timing on expiry handling is the only risk.","evidence":"watcher.nextFallbackMin=410 (fires ~17:32 UTC Jun 11); call #118 expiry ~17:37 UTC; put #119 expiry ~18:31 UTC; tokens_5h_usd=0 (920 min idle, correct)","scope":"fleet","fix":"Confirm option-taker-matheus watcher handles exercise/settlement on its 17:32 UTC wake with sufficient time. If on-chain settlement has latency, advance the fallback by 30–60 min for expiry days."},{"severity":"ok","title":"LP-Maker-Matheus: fleet hub healthy, 12/12 book, deals 96β†’107 this cycle","detail":"BTC gap resolved (intent #1278 posted at +15.1bps, w88). Legacy duplicate cleanup complete (15β†’11 open intents). 5 active counterparties. Deals +11 this cycle. Taker-arrival rate is the binding constraint β€” LP quality is not the issue. SSV inventory is the one item to watch as Stacker-Massimo and Momentum-Nikita both buy.","evidence":"12/12 quotes live in open book; 107 lifetime deals; 5 counterparties active; nextFallbackMin=59; recent deals include Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo fills","scope":"fleet","fix":"No action required. Monitor SSV inventory draw as Stacker-Massimo (4 sNVDA deals) and Momentum-Nikita (SSV buys) continue accumulating."}],"fleetMoves":[{"scope":"fleet","action":"IMMEDIATE: Restart bear-yosher and manually call settlement on deal 75 (betExpiry epoch 1781139624 passed >5h ago). Binary segment cannot recover until the sole BinaryBet poster is live β€” Mimic-Ljuba is ready but has 0 counterparties."},{"scope":"fleet","action":"Provision index-maker then index-taker (coordinated deploy) β€” 26 null cycles, entire IndexBasket market has never functioned, no self-bootstrap path exists."},{"scope":"fleet","action":"Fix vulture-andrew's initial quote spread to ~1.0–1.1% (currently 1.3–1.8% vs rivals at 1%) β€” gas gate is working correctly but quotes are uncompetitive at origin, producing 0 fills post-restart."},{"scope":"fleet","action":"Monitor option-taker-matheus wakeup at ~17:32 UTC β€” call #118 expires ~17:37 UTC with only 5 min margin; confirm exercise/settlement completes in time."},{"scope":"core","action":"Add automated settlement trigger for expired binary bets β€” deal 75 required manual operator intervention; losing counterparty has no on-chain incentive to initiate, so SDK should auto-call settlement after betExpiry passes."}],"at":"2026-06-11T10:06:13.657Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAP ACTIVE; BINARY FROZEN","healthDelta":"Better vs last run β€” Vulture-Andrew restarted and spending ($9.62/5h burn, 7 open intents rebuilt); LP-Maker-Matheus deals jumped 96β†’107 (+11); binary segment unchanged: bear-yosher still crashed at 1352 min dark, mimic-ljuba at 16+ consecutive empty wakes.","focusAreas":["Bear-yosher crashed 1352 min β€” deal 75 betExpiry (epoch 1781139624, ~Jun 11 00:58 UTC) is past with no settlement; Mimic-Ljuba binary drought directly caused by this absence","Option-Taker-Matheus holds sNVDA call #118 (expiry ~17:37 UTC today) and put #119 (~18:31 UTC today) β€” both expiring in <9h with no wake in 918 min","Vulture-Andrew restarted with 7 live intents but 0 new deals since restart (~08:06 UTC) β€” gas gate blocking fills","Equity wave in ~4h: Rebalancer-Lior (nextFallbackMin=251), Stacker-Massimo (nextFallbackMin=13, imminent), Swing-Nikita (nextFallbackMin=341) all armed for 13:30 UTC US market open","Momentum-Nikita intent #1342 (25 USDC β†’ 11.79 SSV) live in book right now; LP-Maker-Matheus SSV inventory status uncertain after prior fills"],"perAgentFocus":{"arb-hunter-tom":"Deals up 11β†’13 (+2 recent fills vs LP-Maker-Matheus). Has it fully pivoted to swap-taking as de-facto primary, and is there any binary bet on book it could still take β€” or is the binary mission permanently unachievable given the frozen book","bear-yosher":"Still crashed 1352 min (armed=false, pidAlive=false, $0 burn). Deal 75 betExpiry (~Jun 11 00:58 UTC) is now ~9h past β€” has it settled/expired on-chain, and are the 3 'live' deals with Mimic-Ljuba still blocking capital?","index-maker":"25th consecutive null cycle β€” any provisioning signal this cycle, or still bit-for-bit undeployed?","index-taker":"25th consecutive null cycle β€” any provisioning signal this cycle, or still bit-for-bit undeployed?","lp-maker-matheus":"Deals jumped ~96β†’107 (+11 since last summary, highest single-cycle gain). Which pairs drove the new fills β€” and is SSV inventory depleted after serving Momentum-Nikita's prior buys, leaving intent #1342 unfillable?","mimic-ljuba":"16+ consecutive empty wakes, capital locked at $63.62, no binary flow. With bear-yosher still crashed, has any other agent posted a binary bet mimic-ljuba could take β€” or is the drought purely bear-yosher-supply-starved?","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12/SSV) is live in the open book right now with ~18 min TTL. Has LP-Maker-Matheus restocked SSV inventory, and will it fill before expiry?","option-taker-matheus":"Holds sNVDA call #118 (expiry ~17:37 UTC) and put #119 (~18:31 UTC) β€” both expiring today. Last wake 918 min ago. Is the watcher actually armed to catch settlement, and has option-writer-matheus posted any new options since last wake?","option-writer-matheus":"Engine 1 paused 47+ consecutive wakes. Last wake 6 min ago ($0.13/5h burn). Did this wake detect any of the 3 resume gates (vol β‰₯1%, ranking rotation, buyer option intents) β€” or is Engine 1 still structurally idle?","polymarket-ljuba":"Holding sAAPL, next fallback ~20:00 UTC (~611 min out). Any new binary or option intents on book this cycle that Polymarket's implied distribution would price as mispriced?","rebalancer-lior":"Last wake 608 min ago, nextFallbackMin=251, armed for ~13:30 UTC stock open. What is the target rebalance pair for the next wake β€” is sMSFT the primary gap β€” and is LP-Maker-Matheus currently stocked to fill it?","stacker-massimo":"nextFallbackMin=13 β€” firing imminently. Is this a scheduled pre-market cadence check or a meaningful opportunity signal, and are LP-Maker-Matheus's sNVDA/sAAPL/sMSFT asks currently within 1% of oracle?","swing-nikita":"sNVDA drift projected ~-0.56% at 13:30 UTC open (~0.94pp short of -1.5% buy threshold). Any new sell signals triggered, and is the threshold gap still narrowing at the same ~+0.06pp/hr rate?","vulture-andrew":"7 open intents rebuilt post-restart (~08:06 UTC) but 0 new deal settlements. Gas gate firing repeatedly. Are any of the 7 live intents matchable by LP-Maker-Matheus or Arb-Hunter-Tom, and what specifically is the gas gate blocking?"},"ctas":[{"scope":"agent","text":"Restart bear-yosher immediately β€” 1352 min crashed, deal 75 betExpiry 9h past, directly starving Mimic-Ljuba of all binary flow; 3 live deals with Mimic-Ljuba may have capital locked indefinitely"},{"scope":"agent","text":"Diagnose vulture-andrew gas gate β€” 7 intents live but 0 fills since restart at 08:06 UTC; $9.62 burn with no settlements is unsustainable"},{"scope":"agent","text":"Confirm option-taker-matheus watcher will catch sNVDA call #118 (~17:37 UTC) and put #119 (~18:31 UTC) expiry settlement today β€” last wake was 918 min ago"},{"scope":"fleet","text":"Binary market fully offline: bear-yosher crash + arb-hunter-tom 46+ no-binary-fills + mimic-ljuba 16+ empty wakes = zero binary deals forming fleet-wide; single restart of bear-yosher unblocks all thr"},{"scope":"fleet","text":"Deploy index-maker and index-taker β€” 25 consecutive null cycles, IndexBasket market entirely absent from funnel (0 of 1479 posted intents)"}],"at":"2026-06-11T09:51:27.780Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T11:07:15.652Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":79.88,"used7d":null,"used7dUsd":726.5,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":45.8,"estPct7d":50,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":130,"estPct7d":120,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":120.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":98.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":96584578,"w7":890320173,"tot":890320173},"haiku":{"w5":17799894,"w7":309741390,"tot":309741390}},"fleet":{"agentsUp":12,"lifetimeTokens":1200081374,"lifetimeUsd":726.5,"sessions":4144,"deals":145,"openIntents":21,"totalIntents":1517},"oracle":{"USDC":1,"ETH":1658.68,"BTC":63105.92,"SSV":2.26,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T11:05:40.595Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":16,"msgs":329,"total":15682085,"totalUsd":8.34,"w5":1175290,"w5Usd":0.71,"w5PctPool":0.5,"w7":15682085,"w7Usd":8.34,"w7PctPool":0.7,"w5Son":1175290,"w7Son":13567870,"hourly":[0,0,0.71,0,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.01,1.33],"lastWake":{"ts":"2026-06-11T08:32:16.307Z","tokens":1175290,"usd":0.71,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.79,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1472,"wakes":214,"firstWakeMs":1780927992000,"lastWakeMs":1781175480000,"ageMin":9,"lastWhy":"SSV oracle lags CEX by 76bps; poster priced off stale oracle; taker (me) gets mSSV 41bps below true market value.","repeatWakes":195,"avgGapMin":19,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176813066,"watching":"new mSSV intent >1503 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":true,"nextFallbackMin":13}},"verdict":{"summary":"Prior: frozen at 11 deals through w204 with binary book empty and oracle-leads-CEX block dissolved but no fills. Now: +2 fills this cycle (deal #138 w207 SSV +136bps, deal #139 w210 mBTC +20bps), both vs LP-Maker-Matheus. Binary remains 0 bets on book across w205–w212 β€” de-facto pivot to swap-taking is confirmed and producing. New failure mode logged at w208","badge":"SWAP PIVOT LIVE","confidence":"high","bottomLine":"Agent is executing cleanly on swaps (2 fills, +$0.16 portfolio gain this cycle, $0.52 realized PnL lifetime) β€” the swap surface is working. Binary mission is structurally blocked: 0 binary bets appeared across 8 consecutive wakes; bear-yosher (primary binary poster) is crashed at 1352 min dark. This is a fleet/market fault, not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"0 binary bets in w205–w212; bear-yosher at 1352 min dark (deal 75 betExpiry epoch 1781139624 passed unsettled); mimic-ljuba at 16+ empty wakes; 13/13 deals are swaps, 9 vs LP-Maker-Matheus alone. Binary market frozen at source β€” no poster."},"reasoningRead":"Sound and on-mission. Each wait is justified by explicit edge-check output (w205: 0bps SSV; w206: oracle +36bps above CEX but no poster; w209: oracle caught up fully; w211: SSV direction active, no exploitable poster; w212: gaps closed -2bps). The two fills were correctly gated (w207: +136bps edge, feedMismatch=false; w210: +20bps within risk caps). w208 correctly identified unfunded-poster as a n","wakeTriggers":["New intent id > HIGH_WATER(1467) with SSV-CEX edge β‰₯10bps (buy or sell direction)","New intent id > HIGH_WATER with BTC or ETH oracle-CEX edge (via ORACLE_SYMBOL map)","New binary bet matching BINARY_BET_HASHES set","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9/13 settled deals; active swap poster at near-oracle prices; reliable fill surface","available":"ok, 107 deals, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; posts DCA swap slices near oracle; occasional fill when lior's target asset overlaps arb edge","available":"armed, nextFallbackMin=251, waking ~13:3"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 live right now (25 USDC β†’ 11.79 SSV); if SSV CEX edge re-opens this is an actionable fill in next wake","available":"live intent on book"},{"agent":"bear-yosher","fit":"no","why":"Primary binary bet poster β€” crashed 1352 min, deal 75 expiry passed unsettled; binary surface depends on recovery","available":"crashed (armed=false, pidAlive=false)"},{"agent":"mimic-ljuba","fit":"no","why":"Binary copy-trader that could post bets arb-hunter could take; 16+ consecutive empty wakes, no active posting","available":"ok status but no binary output"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries and baited intents; 7 open intents live but 0 binary bets among them (swap-only currently); gas gate blocking f","available":"ok, restarted ~08:06 UTC"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. w211 noted SSV buy-edge direction active but no poster priced it favorably β€” the CEX signal existed but no exploitable intent was on book. Momentum-Nikita intent #1342 appeared after w211's scan window; may be taken at next wake if SSV edge β‰₯10bps holds.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER baseline (1467, updated each wake) prevents stale-intent false fires β€” correct anti-spam gate","BINARY_BET_HASHES set fires immediately on any new binary bet β€” right reflex for near-decided taker mission","SSV CEX fetch with 30s cache; BTC/ETH via ORACLE_SYMBOL map β€” covers the three assets that have actually produced fills","30-min hard fallback ensures the agent never sleeps through a slow-moving edge window","seenIds baseline on first poll avoids firing on already-seen intents at arm time"],"lacking":["No poster-balance pre-check: w208 reverted ERC20InsufficientBalance on intent #1414 β€” watcher fires on any new intent meeting edge criteria, including unfunded ","Binary bet fire is correct but structurally starved: both BINARY_BET_HASHES posters (bear-yosher, mimic-ljuba) are inactive β€” watcher is configured right but th"],"suggestedChange":"Add a lightweight poster-balance check before firing on swap intents: read poster's on-chain ERC20 balance for the asset they're posting; skip (log, don't fire) if balance < intent amount. Prevents w208-class reverts, costs one extra RPC ca"},"issues":[{"scope":"agent","title":"Unfunded-poster revert wastes wakes","detail":"w208: attempted accept-swap #1414, reverted ERC20InsufficientBalance. Agent identified this as 'new failure mode' but the watcher has no guard. Next occurrence will fire another wake and burn ~$0.71.","fix":"In runWatchLoop, before calling fireWake on a swap intent, fetch poster's token balance for the offer asset; skip if balance < offer amount. One RPC call, no LLM cost."},{"scope":"agent","title":"Binary surface permanently frozen without bear-yosher recovery","detail":"0 binary bets in 8 consecutive wakes (w205–w212). bear-yosher at 1352 min dark; deal 75 betExpiry (epoch 1781139624) passed unsettled. arb-hunter's binary-taker mission is correctly coded but has no supply to act on. mimic-ljuba also producing zero binary output.","fix":"Restart bear-yosher (fleet action). Until then, arb-hunter's binary path is structurally unachievable β€” not an agent bug."},{"scope":"agent","title":"USDC_BALANCE hardcoded at $71.05 (wake 211)","detail":"Wake-script uses static USDC_BALANCE=71.05 and SSV_BALANCE=4.7714 for clip-cap checks. After deal #139 (w210 spent $6.27 USDC), actual balance has drifted. Overestimates available capital; could attempt a fill the wallet can't fund.","fix":"Replace static balance constants with a live on-chain balance fetch at the start of each wake loop iteration, or at minimum re-read from belt.tools before each fill attempt."}],"assessment":"Agent is executing cleanly on swaps (2 fills, +$0.16 portfolio gain this cycle, $0.52 realized PnL lifetime) β€” the swap surface is working. Binary mission is structurally blocked: 0 binary bets appeared across 8 consecutive wakes; bear-yosher (primary binary poster) is crashed at 1352 min dark. This is a fleet/market fault, not agent fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1431,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1430,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"994 min dark (+54 min vs prior 940 min). Hard crash unchanged: armed=false, pidAlive=false, zero token spend since w41 (Jun 10 11:17 UTC). Settled_deals still 17 β€” no new settlements. All 3 live deals (1 custom + 2 BinaryBet, all ↔ Mimic-Ljuba) remain 'live'; deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is now well past, but crash blocks the agent ","badge":"CRASHED, CAPITAL LOCKED","confidence":"high","bottomLine":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false since before deal-75 expiry; settled_deals frozen at 17 across consecutive runs; deal 75 betExpiry epoch 1781139624 passed with no settlement call; all 3 live deals ↔ Mimic-Ljuba (health:ok) who as losing counterparty has no incentive to initiate settlement"},"reasoningRead":"Last wake (w41) reasoning was sound β€” it posted intent 869 to maintain the exactly-one-resting invariant, logged deal 75 expiry approach, and armed a well-structured watcher. The problem is the watcher process died shortly after w41 (watcher.pidAlive=false now), so all of that correct reasoning is frozen mid-execution. The agent is not solving the wrong problem; it is simply not running.","wakeTriggers":["Intent 869 fill/expiry (ownIntentResolved)","New BinaryBet on book (newMatches on BINARY_BET_HASH)","ETH > $1,644.17 (+1.5% adverse)","BTC > $62,011.60 (+1.5% adverse)","Deal 75 near-expiry at epoch 1781139624 - 300s","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole counterparty on all 3 live deals; health:ok and active (16 deals), but as the losing side on in-the-money bets has no incentive to call","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could absorb basket swap intents once bear-yosher restarts and recycles locked capital; not relevant to deal settlement","available":"ok, 102 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take near-decided BinaryBets bear-yosher could post once restarted; not useful while crashed","available":"ok, watcher live"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while crashed β€” watcher is blind to book. Settlement of deal 75 (in-the-money at w39: BTC 3.49% below strike) is the immediate missed action; each additional minute is unrealized profit sitting unclaimed.","wakeScript":{"wellReasonedForMission":true,"good":["Adverse price triggers (+1.5% ETH/BTC) correctly guard the bear thesis β€” fires before conviction is invalidated","Deal-75 near-expiry anchor (fire 5 min early) was exactly right for mission: claim settlement promptly","New BinaryBet detection via templateHash is precise β€” won't fire on irrelevant intents","4h fallback prevents permanent silence if all other triggers miss","Zero-LLM, runWatchLoop pattern is correct"],"lacking":["Process is dead β€” script is irrelevant until agent is restarted","No self-healing: if the process dies, nothing re-arms it; the 4h fallback only helps if the process is alive"],"suggestedChange":"After restart, add a platform-level process supervisor (or cron ping) that detects pidAlive=false and auto-relaunches the watcher β€” the script design is sound but a dead process cannot self-recover."},"issues":[{"scope":"core","title":"No process resurrection for crashed watchers","detail":"bear-yosher has been dark 994 min. The watcher script is well-designed but a dead process cannot re-arm itself. bear-yosher, stacker-massimo, and vulture-andrew all share this failure mode β€” three agents dark simultaneously indicates a platform gap, not three independent agent bugs.","fix":"Add a fleet-level supervisor (e.g. a cron job or watchdog) that polls pidAlive and auto-relaunches watcher processes that have died."},{"scope":"agent","title":"Deal 75 settlement unclaimed β€” capital locked","detail":"betExpiry epoch 1781139624 passed; BTC was 3.49% below strike at w39, making deal 75 in-the-money for bear-yosher. Mimic-Ljuba (losing side) will not self-settle. Capital (~$48–52 USDC) locked in 3 live deals cannot recycle into new positions until settled.","fix":"Manual restart of bear-yosher; first action should be to call settlement on deal 75 and the 2 other expired BinaryBets before posting new intents."}],"assessment":"No change from last run. 3 live Bear↔Mimic-Ljuba deals (including deal 75, expired >2h ago) remain unsettled because the crashed agent cannot call the settlement function. At w39 BTC was 3.49% below strike β€” deal 75 was in-the-money; winning proceeds are unclaimed and ~$48–52 USDC remains locked."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"27th consecutive null cycle β€” bit-for-bit identical to all prior runs. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal detected this cycle. IndexBasket market segment remains fully offline alongside index-taker. Not a crash; never initialized.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"Zero change across 27 consecutive observation cycles. No address, no tokens spent, no wake script, no watcher. This agent has never run. The IndexBasket market segment is structurally absent β€” index-taker is in the same state.","rootCause":{"class":"structural","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0 β€” identical across all 27 cycles"},"reasoningRead":"No reasoning to read β€” agent has never executed. The null state is not a reasoning failure; it is a provisioning failure upstream of any agent logic.","wakeTriggers":["MISSING: no watcher exists to fire on any condition","MISSING: no wake script provisioned","MISSING: no address assigned"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of index-maker's LONG IndexBasket intents β€” the only intended counterparty","available":"Also never initialized β€” both sides of t"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; watcher blind to book by virtue of never existing","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No watcher armed; no fallback timer; no address to act from"],"suggestedChange":"Provision the agent (assign address, deploy wake script) β€” all other improvements are moot until initialization occurs"},"issues":[{"scope":"agent","title":"Agent never provisioned after 27 cycles","detail":"index-maker has address=null, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. This is not a crash or a stuck watcher β€” the agent simply does not exist yet. index-taker is in the same state. The entire IndexBasket market segment is offline.","fix":"Provision index-maker and index-taker together (both require simultaneous initialization for the market to function); assign addresses, fund pools, deploy wake scripts. There is no partial fix β€” one side without the other produces zero deals."}],"assessment":"Zero change across 27 consecutive observation cycles. No address, no tokens spent, no wake script, no watcher. This agent has never run. The IndexBasket market segment is structurally absent β€” index-taker is in the same state."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"27th consecutive null cycle β€” bit-for-bit identical to prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal this cycle. Index-maker (health=unknown, also undeployed) remains the binding dependency: even if index-taker were live, there are no LONG IndexBasket intents in the ","badge":"UNDEPLOYED β€” NULL","confidence":"high","bottomLine":"27 consecutive null cycles, $0 spent, 0 wakes. No change from last run. The IndexBasket market is structurally frozen at the provisioning layer β€” index-maker must deploy and post LONG IndexBasket intents before index-taker has any function to perform.","rootCause":{"class":"structural","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 settled deals (not-indexed), index-maker health=unknown β€” both counterparties absent simultaneously for 27 cycles"},"reasoningRead":"Unmeasurable β€” no reasoning has ever executed. No wake script, no wakes, no LLM calls. There is nothing to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” no trigger of any kind exists"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the short side of","available":"also undeployed (health=unknown, 0 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” no script deployed, no book polling possible; and index-maker has posted no LONG IndexBasket intents in 27 cycles, so there is structurally nothing to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","armed=false, pidAlive=false β€” agent is fully unprovisioned"],"suggestedChange":"Deploy the agent: provision wake_script_source with a watcher that polls the open book for LONG IndexBasket intents and fires when one appears; pair deployment with index-maker so both sides go live together"},"issues":[{"scope":"agent","title":"Agent not provisioned β€” 27 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false. No watcher has ever been deployed. The agent has never woken, never spent a token, never touched the book.","fix":"Deploy index-taker alongside index-maker in a coordinated provisioning step; the two must go live together or index-taker has no intents to evaluate"},{"scope":"agent","title":"IndexBasket market frozen on both sides simultaneously","detail":"index-maker (the only LONG IndexBasket poster) and index-taker (the only SHORT taker) are both health=unknown and undeployed. Neither side can bootstrap the market alone.","fix":"Treat as a paired deployment β€” provision index-maker first to establish the intent supply, then index-taker to establish demand; a one-sided launch produces a dead book"}],"assessment":"27 consecutive null cycles, $0 spent, 0 wakes. No change from last run. The IndexBasket market is structurally frozen at the provisioning layer β€” index-maker must deploy and post LONG IndexBasket intents before index-taker has any function to perform."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":541,"msgs":11911,"total":735660421,"totalUsd":423.52,"w5":85343126,"w5Usd":55.25,"w5PctPool":34.1,"w7":735660421,"w7Usd":423.52,"w7PctPool":30.7,"w5Son":70300325,"w7Son":587790217,"hourly":[18.27,10.09,11.45,8.41,7.03,4.46,3.32,4.62,5.33,5.76,7.59,8.6,5.92,8.3,24.83,27.06,10.43,2.88,3.48,17.8,22.74,13.18,14.62,15.79],"lastWake":{"ts":"2026-06-11T11:06:32.313Z","tokens":346080,"usd":0.3,"msgs":9}},"onchain":{"deals":109,"openIntents":10,"balanceUsd":746.79,"realizedPnl":0.98,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1578,"wakes":121,"firstWakeMs":1781018900000,"lastWakeMs":1781176112000,"ageMin":-1,"lastWhy":"All 10 intents valid and fairly priced. Cannot fill #1486 (undersized sNVDA). SSV/sNVDA asks remain offline (thin invent","repeatWakes":107,"avgGapMin":22,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781179362751,"watching":"Cluster S pre-expiry ~11:26 UTC | ETH guard $1661 | BTC guard $63,050 (TIGHT) | fillable intent | 60min fallback","armed":true,"nextFallbackMin":55}},"verdict":{"summary":"Fleet's sole functioning liquidity hub. BTC ask gap RESOLVED in w88 (posted #1278 at +15.1bps, 12/12 full book achieved and held through w89/w90) β€” the key open question from last run is answered. Open intents consolidated 15β†’11 confirming legacy dup cleanup is complete. Deals ticked 95β†’96 (+1); Arb-Hunter-Tom resurrection adds a net-new active counterparty.","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills.","rootCause":{"class":"maker-only","evidence":"12/12 quotes posted; 6 active counterparties (Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, 0xBd6a…9863, Swing-Nikita, Momentum-Nikita); deal velocity limited by taker arrivals not LP quality. w85–w90 show 0 fills across multiple wakes despite tight quotes β€” thin taker side, not mispricing."},"reasoningRead":"Sound and on-mission. w88 correctly diagnosed concurrent-session inversion (cancelled #1272 SSV +9.8bps inverted, #1274 dup sNVDA bid, #1273 dup SSV ask) and resolved it in one pass, achieving 12/12 full book. volTerm adjustments are quantitative (ETH 43.8bps, BTC 37.9bps, SSV 49.5bps) and mission-appropriate. Not churning β€” each wake either fills a gap, clears a stale quote, or correctly conclude","wakeTriggers":["Cluster expiry guard: EXPIRY_FIRE_TS_SEC=1781133228 (~23:18 UTC) fires 5min before #1281–#1286 cluster expires","New fillable swap: newMatches() detects net-new intents where posterWants ∈ HOLD set","50min fallback","MISSING: inversion/spread-check trigger β€” concurrent-session inversions detected only at next poll (60s lag), causing arb bleed per event"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Active arb taker; resurrection confirmed armed=true/pidAlive=true; appears 8Γ— in recent deal list including w84 arb fill","available":"live"},{"agent":"vulture-andrew","fit":"yes","why":"Most frequent recent counterparty (~8 fills in tail); health=stuck but still settling LP intents","available":"uncertain (health=stuck)"},{"agent":"rebalancer-lior","fit":"maybe","why":"5 recent fills but current 4.96 USDC intent is sub-LP-minimum lot β€” won't clear until lior posts β‰₯12 USDC","available":"live but sub-threshold"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; w23 20 USDC intent on book (18 min left) is above minimum","available":"live"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent fill; health=ok","available":"live"},{"agent":"0xBd6a…9863","fit":"yes","why":"External wallet; 7 fills in recent tail β€” reliable taker source outside named fleet","available":"external/unmonitored"}],"reliableCounterparties":5,"missedOpportunities":"Rebalancer-Lior's 4.96 USDCβ†’BTC intent is sub-LP-minimum and correctly skipped. Swing-Nikita's 20 USDC intent (w23, 18 min left) is above minimum β€” watcher's newMatches() should fire on it if posted after last wake. No evidence of LP missing a fillable above-threshold intent.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry cluster guard pins exact ts 1781133228 (5min before #1281–#1286 cluster) β€” no stale quotes","newMatches() on HOLD set: only fires on intents LP can profitably fill, not its own stale posts","60s poll interval β€” not sub-minute; patient cadence appropriate for 22-min avg gap","No oracle price guards (per playbook rule β€” avoids loop storms)","50min fallback ensures watcher doesn't go dark between clusters"],"lacking":["No spread/inversion check: concurrent-session inversions (flagged w84, w87, w88) are discovered only at next 60s poll tick, allowing ~1min of arb exposure per e"],"suggestedChange":"Add an inversion detector in the watch loop: if any own bid's price β‰₯ own ask's price for the same asset (readable from open intents), fireWake('spread inverted β€” concurrent session detected') immediately rather than waiting up to 60s. This"},"issues":[{"scope":"agent","title":"Concurrent-session inversion recurs on every oracle move","detail":"w84, w87, w88 all report concurrent session posting inverted bids when oracle moves positive. Each event costs ~$0.076 arb loss plus a cleanup wake. Root: two watcher sessions posting simultaneously create crossed spreads. Watcher detects it reactively at next poll (up to 60s exposure).","fix":"Add inversion check in runWatchLoop body: compare own bid vs own ask prices per asset from readOpenIntents; fireWake immediately on cross. Also investigate why two concurrent watcher sessions arise β€” may need PID lock enforcement in armWatcher."},{"scope":"core","title":"Token cost critical: $76.51/5h = 53.4% of pool","detail":"96 deals settling at $0.82/wake average; 87 wakes Γ— $0.82 β‰ˆ $71 but 5h cost is $76.51 with 80/87 repeat wakes. At this burn rate LP's token pool (~$143 implied at 53.4%) exhausts in ~5h. Repeat-wake rate 92% (80/87) suggests most wakes are maintenance not fills.","fix":"Core/SDK: add per-agent token budget cap and alert threshold. Agent-side: w85 correctly no-ops when nothing actionable β€” ensure repeat-wake suppression logic is consistently applied to avoid unnecessary LLM calls on zero-action wakes."}],"assessment":"96 deals, 12/12 full book, $11.85 realized PnL on $700 base β€” LP is performing its mission. BTC ask gap closed in w88; 15β†’11 dup consolidation confirms book is clean. The one active threat is concurrent-session inversion recurring on every oracle move, causing arb bleed and wasted wake cycles rather than fills."},"overBudget":{"pct":34.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1472,"wakes":95,"firstWakeMs":1780927020000,"lastWakeMs":1781162082000,"ageMin":233,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":64,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781176336915,"watching":"new BinaryBet with β‰₯3pp taker edge OR 60 min fallback","armed":true,"nextFallbackMin":5}},"verdict":{"summary":"Drought now confirmed through w77 (was w76 last run); Bear-Yosher crashed 1412 min (~23.5 h), up from 1352 min β€” 60 more min of downtime with no sign of recovery. Capital locked at $63.62 USDC, openExposureUsd=0, 0 open intents, 0 new settled deals. Focus question answered: agent is CORRECTLY idle β€” no binary-adjacent supply is reachable without a mission or","badge":"BINARY DROUGHT","confidence":"high","bottomLine":"Mimic-Ljuba is behaving exactly right for a 23.5-hour structural drought: capital preserved at $63.62, zero reckless exposure, watcher live. The fix is Bear-Yosher recovery, not agent changes β€” but the 60-min fallback cadence is burning needless wakes (95 wakes, 64 repeat) and should extend to 3-4 h during a confirmed 0-BinaryBet drought.","rootCause":{"class":"counterparty-starved","evidence":"All 16 settled deals are 'custom live ↔ Bear-Yosher' (100% concentration). Bear-Yosher crashed 1412 min ago. Open book shows 0 BinaryBets (confirmed w71–w77). No other fleet agent posts BinaryBets to the book."},"reasoningRead":"Sound and on-mission. Each wake correctly identifies 0 BinaryBets, enforces the β‰₯3pp edge floor, and holds. Not re-deriving incorrectly β€” the drought IS structural and the agent is right not to force action. No reasoning churn detected.","wakeTriggers":["New BinaryBet (templateHash=0x09cd…060c) with β‰₯3pp taker edge appears in open book","60-min fallback (fires unconditionally even during 23+ h confirmed drought)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Sole historical binary counterparty; all 16 settled deals","available":"CRASHED 1412 min β€” unavailable"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes posting small-shade BinaryBets, but only 2 lifetime deals and 0 open binaries now","available":"Alive but posting 0 binaries to book"},{"agent":"arb-hunter-tom","fit":"no","why":"Taker of near-decided binaries, not a maker β€” no binary supply","available":"Active but wrong direction"},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced binaries, does not post them","available":"Gas-gated, but wrong direction regardles"},{"agent":"option-writer-matheus","fit":"no","why":"Posts ETH/BTC options (different template hash + custom Option judge) β€” incompatible with mimic's BinaryBet-only watcher and mission","available":"Active but off-template for mimic"}],"reliableCounterparties":0,"missedOpportunities":"None β€” 0 BinaryBets posted to open book across w71–w77. Option-Writer-Matheus intents use a different template hash and would require mission + code changes to access. Polymarket-Ljuba posts 0 open binaries. Nothing actionable existed.","wakeScript":{"wellReasonedForMission":true,"good":["Hardcodes BINARY_TEMPLATE_HASH β€” watcher is blind to non-binary noise, fires only on relevant flow","Edge check (takerEdgePp = 50 βˆ’ takerCostProb β‰₯ 3pp) is zero-LLM, correct for oracle-neutral 50/50 prior","Maintains `seen` set across polls β€” won't double-fire on same intent","60-min fallback with armWatcher β€” correctly armed, never hangs"],"lacking":["60-min fallback cadence is too aggressive during a 23+ h confirmed 0-BinaryBet drought β€” agent is waking 95 times (64 repeat) to find nothing, burning tokens un","No drought-length detection β€” watcher cannot escalate or extend its own cadence when N consecutive fallbacks all find an empty book","Fair-prob hardcoded at 50% β€” no Polymarket reference price integration even though polymarket-ljuba exists in fleet and could inform a sharper edge estimate"],"suggestedChange":"Extend fallback to 180–240 min when the seen-set baseline finds 0 BinaryBets and has found 0 for 3+ consecutive polls. This alone would cut repeat wakes from ~64 to single digits during the current drought with zero mission impact."},"issues":[{"scope":"agent","title":"Bear-Yosher still crashed β€” binary market has no maker","detail":"1412 min of downtime (23.5 h). Mimic-Ljuba is the only binary taker; without Bear-Yosher posting, the binary market is fully frozen. $63.62 USDC sits idle.","fix":"Restart Bear-Yosher. If it can't auto-recover, investigate the crash cause and manually relaunch."},{"scope":"agent","title":"60-min fallback too aggressive during confirmed structural drought","detail":"95 wakes, 64 repeat, avg_gap_min=50 β€” agent is polling every hour to find nothing. $2.12 lifetime token spend already consumed; each drought wake adds $0.63 equivalent with zero deal probability.","fix":"Add drought-detection logic: if 3+ consecutive fallbacks return 0 BinaryBets, extend fallback to 3-4 h. Reset to 60 min on any non-empty binary book detection."},{"scope":"agent","title":"100% counterparty concentration with no fallback pipeline","detail":"All 16 deals are Bear-Yosher. Polymarket-Ljuba is mission-adjacent but mimic cannot access its flow (0 open binaries, and even if it posted, mimic would need to treat it as a valid source). No diversity in binary supply.","fix":"If Bear-Yosher recovery is unreliable long-term, consider mission expansion to also watch Polymarket-Ljuba's binary posts (same template hash applies if it uses BinaryBets), reducing single-point-of-failure risk."}],"assessment":"Mimic-Ljuba is behaving exactly right for a 23.5-hour structural drought: capital preserved at $63.62, zero reckless exposure, watcher live. The fix is Bear-Yosher recovery, not agent changes β€” but the 60-min fallback cadence is burning needless wakes (95 wakes, 64 repeat) and should extend to 3-4 h during a confirmed 0-BinaryBet drought."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":1510699,"w5Usd":0.84,"w5PctPool":0.6,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1510699,"w7Son":4168094,"hourly":[0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":101.39,"realizedPnl":1.39,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1490,"wakes":28,"firstWakeMs":1780940859000,"lastWakeMs":1781173723000,"ageMin":39,"lastWhy":"Signal is strong but no fillable SSV sellers on book. #1486 left unchanged β€” 0.45% below oracle is within tolerance.","repeatWakes":26,"avgGapMin":155,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781207699442,"watching":"#1508 resolves | new SSV seller | SSV vs BTC gap < -2pp (9h fallback)","armed":true,"nextFallbackMin":528}},"verdict":{"summary":"SSV conviction held 10pp+ gap through w22–w24; methodically built 8 SSV ($17.68) via w19–w21 LP-Maker-Matheus fills. Two consecutive intents now stalled: #1327 expired unfilled, #1342 (25 USDC β†’ 11.79 SSV at $2.12) entering final minutes (~18 min TTL per Step-1) with no SSV seller appearing in 466 min of watcher silence. The agent's reasoning is sound; the c","badge":"SSV STALLED / EXPIRING","confidence":"high","bottomLine":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) is ~18 min from expiry with no fill in sight β€” 466 min of watcher silence confirms no SSV seller has appeared at ≀1% oracle. LP-Maker-Matheus (sole SSV source, 5/6 settled deals) appears inventory-drained after w19–w21. Second consecutive unfilled SSV intent; agent logic is correct but the market can't answer it.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker-Matheus filled all prior SSV swaps (w19 deal, w20 deal, w21 deal #1304) totaling ~8 SSV; no LP fill since w21 (02:05 UTC). Intent #1327 expired unfilled. Intent #1342 posted 02:05 UTC with 8h TTL (~10:05 UTC expiry) β€” watcher silent 466 min despite monitoring for new SSV sellers at ≀$2.14. "},"reasoningRead":"Sound, solving the right problem. SSV gap was genuinely 10pp+ on both lookbacks at w22; position build (USDC β†’ SSV via resting book orders) is correct momentum execution. The stall is not a reasoning error β€” the agent correctly identified the signal and is patiently waiting for a seller. Churn risk is low (22/24 repeat wakes but cadence is ~147 min avg, not a tight poll loop). The only question af","wakeTriggers":["ownIntentResolved (fill OR expiry of #1342) β€” fires in ~18 min as expiry hits","New SSV seller at ≀$2.14 (≀1% above $2.12 oracle) appears in open book","SSV vs ETH fast-4h momentum gap shifts β‰₯2pp from arm-time baseline (5.47pp)","US market open 13:30 UTC Jun 11 β€” hard-coded calendar trigger for equity rotation check","9h fallback (effectiveDeadline = min(9h, US_OPEN) = US_OPEN at 13:30 UTC)","MISSING: No trigger for LP-Maker-Matheus restocking signal β€” agent can only detect new open intents, not LP inventory replenishment timing"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled 5/6 settled deals; sole SSV liquidity source in fleet; mission is to quote swaps from inventory","available":"Uncertain β€” likely inventory-drained aft"},{"agent":"rebalancer-lior","fit":"maybe","why":"Settled one swap with Momentum-Nikita; armed for US open (nextFallbackMin=251); may hold SSV if DCA target includes it","available":"Armed, waking ~13:30 UTC; SSV fit depend"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” if SSV stretched above trailing avg, might post a sell; armed (nextFallbackMin=341)","available":"Armed but SSV momentum is still positive"},{"agent":"vulture-andrew","fit":"no","why":"Takes mispriced intents / posts baited intents; 7 open intents currently, gas gate blocking fills β€” won't provide SSV liquidity","available":"Active but misaligned role"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. Watcher actively scanned for new SSV sellers at fair price every loop iteration since w24 (02:05 UTC); 466 min of silence means no qualifying SSV seller appeared in the book. No other agent posted SSV for sale at ≀$2.14. The agent could not have acted without a counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved β€” catches both fill and expiry of #1342 cleanly, ensures no dead time after expiry","Monitors new SSV sellers in real-time with price filter (≀1% above oracle) β€” exactly what a momentum taker needs","Calendar trigger at US open (13:30 UTC) enables equity rotation without waiting for full fallback β€” mission-correct","Momentum signal shift trigger (β‰₯2pp gap change) handles both signal collapse and acceleration β€” prevents stale conviction","9h fallback with effectiveDeadline = min(9h, US_OPEN) is properly bounded; won't sleep past a key event","Zero-LLM, pure event-driven β€” cheap, reliable, no reasoning cost in the watch loop"],"lacking":["No mechanism to detect LP-Maker-Matheus inventory restock β€” only sees new open intents, misses LP readiness signals","Price tolerance for SSV seller detection hardcoded at arm-time $2.12; if oracle drifts, the filter becomes stale and may miss valid sellers","SSV momentum re-check uses live prices vs anchor from w20 (2026-06-10T21:49) β€” anchor is now ~12h old, reducing signal fidelity"],"suggestedChange":"After #1342 expires, update MY_INTENT_ID and BASE_SSV from the next oracle snapshot before re-arming β€” stale arm-time price ($2.12 from w24, now ~8h old) means the SSV seller filter and momentum delta will misfire if oracle has moved."},"issues":[{"scope":"agent","title":"Stale arm-time oracle price in re-arming cycle","detail":"BASE_SSV=$2.12 and ANCHOR_* prices are hardcoded from w24 (02:05 UTC, ~8h ago). After #1342 expires (~10:05 UTC), the agent will re-arm with these values, making the SSV seller filter (≀$2.14) and the momentum delta calculation incorrect if oracle has moved.","fix":"Fetch live oracle prices at arm time and write them into the new wake script rather than inheriting prior-wake constants."},{"scope":"agent","title":"Single SSV liquidity source β€” LP-Maker-Matheus inventory depletion blocks momentum execution","detail":"LP-Maker-Matheus is the only SSV seller in the fleet (5/6 Momentum-Nikita deals). After selling ~8 SSV in w19–w21, it has not posted new SSV offers. Two consecutive intents (#1327, #1342) expired or will expire unfilled. Momentum-Nikita correctly identified a 10pp+ signal but has no counterparty to ","fix":"LP-Maker-Matheus should monitor its SSV balance and restock when depleted β€” either by posting a buy intent (SSV from external) or by adjusting its quote engine to signal inventory state. Core: consider an LP inventory health metric visible to the fleet."}],"assessment":"Intent #1342 (25 USDC β†’ 11.79 SSV at $2.12) is ~18 min from expiry with no fill in sight β€” 466 min of watcher silence confirms no SSV seller has appeared at ≀1% oracle. LP-Maker-Matheus (sole SSV source, 5/6 settled deals) appears inventory-drained after w19–w21. Second consecutive unfilled SSV intent; agent logic is correct but the market can't answer it."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1475,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":996,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":346}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":739537,"w5Usd":0.13,"w5PctPool":0.3,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.73,"realizedPnl":-11.28,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1475,"wakes":97,"firstWakeMs":1780947228000,"lastWakeMs":1781175450000,"ageMin":10,"lastWhy":"No signals. All resume conditions false. Engine 1 paused (7 consecutive unfilled options proven zero premium buyer deman","repeatWakes":24,"avgGapMin":40,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781183101239,"watching":"vol β‰₯1%, ranking rotation, or new buyer option intent (or 120-min fallback)","armed":true,"nextFallbackMin":118}},"verdict":{"summary":"Now w93, Engine 1 paused for 56 consecutive wakes since w37 (~112 hours). The 'custom settled ↔ Option-Taker-Matheus' in settled_deals_detail is the SAME deal already in the prior summary β€” settled_deals count remains 17, unchanged since last run, confirming no new option settlements. All three Engine 1 resume gates remain false through w93: (a) vol spike β€” ","badge":"HOLDING; ENGINE 1 DARK","confidence":"high","bottomLine":"No new deals since last run β€” 17 settled deals total unchanged. Engine 1 has been paused 56 wakes (~112 hours); all three resume gates remain false per w87–w93 wakes. Engine 2 is on-target and stable. This is a patient mission-correct hold, not a malfunction β€” the option-writing sleeve has no buyer demand.","rootCause":{"class":"counterparty-starved","evidence":"0 buyer option intents in open book across w87–w93; Engine 1's 7 consecutive unfilled option writes (w26–w37) established zero buyer demand; 0 open intents currently posted; only counterparty (Option-Taker-Matheus, 4 deals) has not posted new option buy intents this cycle"},"reasoningRead":"Sound reasoning, correct problem. The agent correctly identifies all three Engine 1 resume conditions each wake (w90, w92, w93 all cite vol/ranking/buyer-intent explicitly) and holds Engine 2 on autopilot at 69.7% inventory. The risk is it's solving the right problem for too long β€” 56 paused wakes raises a structural question about whether the Engine 1 mission design can ever self-resume without e","wakeTriggers":["vol β‰₯1% move on ETH, BTC, sNVDA, or sMSFT vs baseline","worst-2 stock ranking rotation (execSync rank-performance.ts)","new non-swap intent in open book","120-min fallback (nextFallbackMin=102)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"The only agent that takes option writes; settled the one custom deal; but currently posting no new buyer intents","available":"armed, nextFallbackMin=364, but no activ"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Engine 2 swap counterparty only β€” handles portfolio rebalancing swaps, not option writes","available":"active (109 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher monitors non-swap intents; open book shows 0 option buy intents; no takeable option intents were posted this cycle","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exactly the three Engine 1 resume triggers the mission defines β€” vol spike, ranking rotation, new option buyer intent","Zero-LLM: all checks are deterministic (price deltas, set diff, JSON parse)","120-min fallback guards against silent inactivity","60s poll cadence is appropriate for vol-spike detection on a mission that can act immediately"],"lacking":["baselineWorst2 is hardcoded to [\"sNVDA\", \"sMSFT\"] at script init β€” if ranking already rotated before the watcher started, this baseline is stale and the rotatio","execSync rank-performance.ts runs on every 60s poll: expensive and silently swallowed on failure β€” a failed ranking check means the rotation trigger is invisibl"],"suggestedChange":"Derive baselineWorst2 dynamically from the first rank-performance.ts call (already made in the first-poll block) instead of hardcoding β€” this ensures the watcher starts from the actual current state rather than a value from wake 92 that may"},"issues":[{"scope":"agent","title":"Hardcoded baselineWorst2 invalidates ranking rotation trigger on restarts","detail":"baselineWorst2 = [\"sNVDA\", \"sMSFT\"] is hardcoded from wake 92 state. If the watcher restarts after a ranking change, the baseline is wrong and the rotation check never fires β€” the watcher's first-poll block already runs rank-performance.ts and could populate this dynamically.","fix":"In the first-poll block, run rank-performance.ts and assign baselineWorst2 = rankData.worstStocks.slice(0,2) instead of the hardcoded value"},{"scope":"agent","title":"Engine 1 paused 56 wakes (~112 hrs) with no self-resume path in sight","detail":"Option-Taker-Matheus (the only buyer) has 4 total deals and is not posting new option buy intents. Zero buyer demand has persisted since w37. The agent correctly waits, but the mission may need a seeding mechanism β€” e.g., Option-Writer posting one test option intent at a favorable strike to see if O","fix":"Consider adding a 'seed probe' branch to Engine 1: if paused >48 hrs with zero buyer intents seen, post one small option intent at a taker-favorable strike to test demand, rather than waiting indefinitely for buyer-side initiation"}],"assessment":"No new deals since last run β€” 17 settled deals total unchanged. Engine 1 has been paused 56 wakes (~112 hours); all three resume gates remain false per w87–w93 wakes. Engine 2 is on-target and stable. This is a patient mission-correct hold, not a malfunction β€” the option-writing sleeve has no buyer demand."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1472,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1268,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":533}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,0.1,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.98,"realizedPnl":-0.02,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1578,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":686,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":173}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":129,"wakes":33,"firstWakeMs":1780948343000,"lastWakeMs":1781175154000,"ageMin":15,"lastWhy":"Nothing to take, bid already posted and valid β€” wait for fill or oracle move","repeatWakes":28,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781178027048,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1578,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":228,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":263}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":125,"msgs":2457,"total":141051045,"totalUsd":73.86,"w5":17667302,"w5Usd":12.51,"w5PctPool":7.1,"w7":141051045,"w7Usd":73.86,"w7PctPool":5.9,"w5Son":16231044,"w7Son":96655802,"hourly":[2.78,3.7,3,2.23,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.12,5.78,0,2.9],"lastWake":{"ts":"2026-06-11T11:07:00.789Z","tokens":178060,"usd":0.14,"msgs":5}},"onchain":{"deals":39,"openIntents":8,"balanceUsd":100.07,"realizedPnl":0.1,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":258,"wakes":106,"firstWakeMs":1780945920000,"lastWakeMs":1781175690000,"ageMin":6,"lastWhy":"ETH rival 1512 appeared at 0.31% β€” below 1% floor, so competitive target is 1%. Oracle drift pushed 1510 to 1.65%, above","repeatWakes":73,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781178298112,"watching":"13 intents, none takeable; soonestExpiry=1781177628; next poll 92s","armed":true,"nextFallbackMin":38}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas."}}],"unattributed":{"sessions":1213,"tokens":153162578,"usd":80.31,"w5":4056659,"w5Usd":2.8,"hourly":[0.98,0.43,0.75,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,0.8,1.1,1.21,1.01,0,2.44]},"boardOverhead":{"sessions":2145,"tokens":43830619,"usd":93.96,"w5":3891859,"w5Usd":7.65,"hourly":[1.34,1.7,1.49,2.19,0.92,1.18,1.54,1.82,1.06,1.28,1.21,1.17,1.64,1.16,1.59,1.32,1.19,1.21,0.2,1.28,1.09,1.34,1.19,1.31]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1200081374,"grandUsd":726.5,"grandSessions":4144,"attributedTokens":1003088177,"unattributedTokens":153162578,"boardTokens":43830619,"reassembledTokens":1200081374,"tokensBalance":true,"attributionPct":86.8,"multiMatchSessions":120,"sessionsScanned":3007,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":51106,"dedupedMsgs":21485,"rawTokens":2706915274,"dedupedTokens":1200081374,"dupRatio":2.256}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T11:05:00.032Z","swarm":{"headline":"HUB SURGE; BINARY FROZEN","funnel":{"posted":1517,"settled":145,"conversionPct":9.56,"byTemplate":{"Swap":118,"custom-option":12,"custom-binary":15}},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"critical","title":"Bear-Yosher crash locks binary market and deal-75 settlement","detail":"Bear-Yosher armed=false/pidAlive=false for 1412+ min (23.5h). Deal 75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) passed 12+ hours ago with no settlement call. Mimic-Ljuba holds $63.62 USDC locked across 3 live deals β€” as winning counterparty it has no incentive to initiate, and Bear-Yosher cannot. Recovery requires manual operator intervention.","evidence":"Bear-Yosher settled_deals frozen at 17; Mimic-Ljuba reliableCounterparties=0, openExposureUsd=0; 0 BinaryBets in 21-item open book","scope":"fleet","fix":"Manually restart Bear-Yosher; operator must separately trigger settlement for deal 75 (betExpiry passed) β€” neither counterparty can self-initiate given current state"},{"severity":"warn","title":"Vulture-Andrew gas-gate trap: spread uncompetitive post-restart","detail":"Restarted ~08:06 UTC but all 8 live quotes undercut by LP-Maker (~1% spread vs Vulture's 1.3–1.8%). Cancel+repost gas ($1.07–$1.44) exceeds marginal edge gain ($0.04–$0.05) on every repricing cycle β€” $11.69 burned post-restart for 0 new fills. Deals frozen at 38.","evidence":"w78/w80/w82 gas gate logs; $4.41 5h burn vs $0 prior cycle; deals stuck at 38 since restart at 08:06 UTC","scope":"fleet","fix":"Tighten Vulture-Andrew target spreads to ≀1% on LP-competed pairs, OR redirect to pairs LP-Maker does not cover (e.g. non-standard token pairs); alternatively raise gas-gate threshold so repricing only fires when edge improvement > $0.10"},{"severity":"warn","title":"Option expiry window opens at 17:32 UTC β€” 2 contracts at risk","detail":"Option-Taker watcher fires nextFallbackMin=349 (~17:32 UTC Jun 11), 5 min before call #118 expiry (~17:37 UTC) and 59 min before put #119 (~18:31 UTC). Engine 1 dark 56 wakes means no new supply; today's expiry is the only active event for this market segment.","evidence":"option-taker: call #118 strike $203.69 prem $0.25 exp ~17:37 UTC; put #119 strike $201.75 prem $0.23 exp ~18:31 UTC; nextFallbackMin=349","scope":"fleet","fix":"Confirm option-taker watcher fires and settles call #118 before 17:37 UTC; monitor put #119 settlement before 18:31 UTC; review whether Engine 1 gate thresholds should be lowered if buyer demand is structurally absent at current option pricing"},{"severity":"warn","title":"Momentum-Nikita SSV intent expiring β€” $0.11 price gap vs only counterparty","detail":"Intent #1342 (25 USDC β†’ 11.11 SSV, target $2.12/SSV) open 466+ min with no fill. LP-Maker's current SSV ask is $2.23/SSV β€” the gap is the blocking mechanism, not market absence. Prior intent #1327 also expired unfilled at similar target.","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book; reliableCounterparties=1 (LP-Maker only)","scope":"fleet","fix":"Raise Momentum-Nikita SSV max-price tolerance to $2.25/SSV to match LP-Maker's current ask; 5% upward adjustment unlocks the fill with $0.11 incremental cost on 11 SSV"},{"severity":"ok","title":"LP-Maker-Matheus hub at full capacity β€” 12/12 book, +13 deals this cycle","detail":"BTC ask gap resolved w88 (intent #1278 at +15.1bps); 6 active counterparties; deal velocity 96β†’109. Fleet throughput is now taker-arrival-limited, not LP-quality-limited β€” LP is healthy.","evidence":"109 total deals; 10 open intents in book covering all 6 pairs; 6 counterparties in recent settled list","scope":"fleet","fix":"No action required; taker-side depth is the binding constraint β€” watch for Rebalancer-Lior and Stacker-Massimo fills at 13:30 UTC stock open"},{"severity":"ok","title":"Stock open 13:30 UTC: Rebalancer-Lior + Stacker-Massimo both staged","detail":"Rebalancer-Lior nextFallbackMin=176 (~14:00 UTC, sMSFT trim + BTC DCA). Stacker-Massimo nextFallbackMin=36 (imminent, sNVDA pipeline active β€” deals 140+141 already filled at 09:03/09:34 UTC). LP-Maker book covers both target pairs at full depth.","evidence":"Rebalancer-Lior: armed=true, nextFallbackMin=176, pidAlive=true; Stacker-Massimo: armed=true, nextFallbackMin=36, 2 fills since 09:03 UTC","scope":"fleet","fix":"No action required; confirm LP-Maker sMSFT and sNVDA quotes remain posted at market open"}],"fleetMoves":[{"scope":"fleet","action":"Restart Bear-Yosher immediately and trigger manual settlement for deal 75 (betExpiry epoch 1781139624 passed ~12h ago) β€” this is the single highest-leverage move: restores binary market, unlocks Mimic-Ljuba $63.62 USDC, resumes only active BinaryBet segment"},{"scope":"fleet","action":"Fix Vulture-Andrew spread to ≀1% on LP-competed pairs or redirect to uncovered pairs β€” current 1.3–1.8% quotes are systematically undercut, converting $11.69 burn into 0 fills"},{"scope":"fleet","action":"Raise Momentum-Nikita SSV max-price tolerance to $2.25/SSV β€” $0.11 gap vs LP-Maker's live ask is the entire blocking mechanism; trivial fix, unlocks stalled 25 USDC intent"},{"scope":"fleet","action":"Monitor option expiry window 17:32–18:31 UTC Jun 11: confirm option-taker watcher fires and settles call #118 before 17:37 UTC and put #119 before 18:31 UTC"},{"scope":"core","action":"Implement expired-betExpiry auto-settlement trigger in core SDK β€” deal 75 has been past betExpiry for 12+ hours with both counterparties unable to self-initiate; a core hook that fires settlement when betExpiry passes and deal status is still 'live' would prevent this class of ca"}],"at":"2026-06-11T11:07:31.948Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB SURGING; VULTURE GAS-GATED","healthDelta":"Better β€” LP-Maker-Matheus added +13 deals this cycle (96β†’109), Stacker-Massimo broke pre-market hold with 2 sNVDA fills (deals 140+141 vs LP-Maker), Arb-Hunter-Tom remains active in recent settled list; Vulture-Andrew restarted (~08:06 UTC) but gas gate holds all 8 live intents with $11.69 burned an","focusAreas":["LP-Maker-Matheus deal surge: 96β†’109 (+13 this cycle), 10 open intents, $49.09 burn β€” verify book health and repricing sustainability across pairs","Vulture-Andrew gas gate: 8 intents in open book, $11.69 burned, 0 new fills post-restart β€” highest-token-spend agent with zero new production","Option-Writer-Matheus ↔ Option-Taker-Matheus [custom] settled in recent deals β€” determine if new since last run and whether Engine 1 resume gates (vol β‰₯1%, ranking rotation, buyer option intents) were","Option-Taker-Matheus: call #118 expires ~17:37 UTC Jun 11, put #119 ~18:31 UTC β€” watcher nextFallbackMin=364 fires ~17:32 UTC, ~5 min before call expiry","Stock open at 13:30 UTC: Rebalancer-Lior (nextFallbackMin=191, sMSFT trim + BTC DCA) and Stacker-Massimo (nextFallbackMin=3, imminent fire) both converging on this event","Binary market: Bear-Yosher 1412 min dark (armed=false/pidAlive=false), Mimic-Ljuba drought unchanged β€” 0 BinaryBets in 18-item open book"],"perAgentFocus":{"arb-hunter-tom":"Multiple LP-Maker-Matheus ↔ Arb-Hunter-Tom fills appear in recent settled list β€” how many are new since the last run's deal count of 15, and is the swap-taking pivot still producing consistent edge or is the spread narrowing?","bear-yosher":"Still armed=false/pidAlive=false at 1412 min dark β€” is there any self-recovery path, or is manual operator restart the only fix; what action is needed for deal 75 whose betExpiry epoch (~Jun 11 00:58 UTC) passed ~9.5h ago with no agent aliv","index-maker":"27th consecutive null cycle β€” any provisioning signal this run, or still bit-for-bit identical to all prior runs?","index-taker":"27th consecutive null cycle β€” any provisioning signal this run, or still bit-for-bit identical; does index-maker's null state remain the binding dependency?","lp-maker-matheus":"With +13 deals this cycle (96β†’109) and 10 open intents across ETH/BTC/sAAPL/sNVDA/sMSFT/USDC/SSV pairs, is the book repriced correctly and sustainably, or is the deal-rate spike driven by one mis-priced pair getting picked off repeatedly?","mimic-ljuba":"With Bear-Yosher crashed 1412 min and 0 BinaryBets in the open book, is Mimic-Ljuba correctly idle β€” or is there any binary-adjacent supply (e.g. Option-Writer-Matheus options, Polymarket-Ljuba shaded binaries) it could pivot to given its m","momentum-nikita":"Did intent #1342 (25 USDC β†’ 11.79 SSV at $2.12, was entering final minutes last run) fill or expire; what is the 1 current open intent, and is the SSV conviction still justified given no SSV sell-side appears in the current open book?","option-taker-matheus":"Call #118 expires ~17:37 UTC Jun 11 and put #119 ~18:31 UTC; nextFallbackMin=364 fires ~17:32 UTC β€” does the watcher have capacity to act on both in a ~54-min window, and has any new option supply from Option-Writer-Matheus appeared since w","option-writer-matheus":"Recent deals include Option-Writer-Matheus ↔ Option-Taker-Matheus [custom] settled β€” is this the same settlement already in the prior summary or a new deal since last run; did any of the three Engine 1 resume gates (vol β‰₯1%, ranking rotatio","polymarket-ljuba":"sAAPL held at stop $277.34 / forward $303.75 / horizon Jun 12 20:00 UTC; with stocks opening at 13:30 UTC today (~3h from data capture), does current Pyth sAAPL price still leave sufficient upside to the forward, or has pre-open drift moved","rebalancer-lior":"Rebalancer-Lior ↔ LP-Maker-Matheus and ↔ Arb-Hunter-Tom deals appear in recent settled list β€” are these the w44/w45 BTC fills already counted in prior summary or new fills; is nextFallbackMin=191 correctly timed for the 13:30 UTC stock open","stacker-massimo":"nextFallbackMin=3 means firing is imminent; LP-Maker has '12 USDC β†’ 0.060124 sNVDA' live in the open book right now β€” will Stacker take that ask (oracle+0.77% matches its last two fills exactly) or post its own bid, and is two consecutive f","swing-nikita":"sNVDA was estimated ~-0.78% dislocation at ~09:51 UTC vs -1.5% buy threshold (0.72pp gap); with stock open at 13:30 UTC, has any move since last wake (210 min ago) shifted the dislocation or SSV sell signal (+5.72% last recorded) enough to ","vulture-andrew":"8 intents live in open book (sMSFT, ETH, BTC, sAAPL, sNVDA), $11.69 burned, deals frozen at 38 β€” which specific intents are triggering the gas gate or being undercut by LP-Maker, and is any one of the 8 close enough to fair value that a tak"},"ctas":[{"scope":"agent","text":"bear-yosher: Manual operator restart required β€” 1412 min hard crash (armed=false/pidAlive=false); also resolve deal 75 (betExpiry passed ~9.5h ago) which no alive agent can expire or settle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate β€” identify which of the 8 live intents trigger it and whether raising the gas price cap or tightening quote spreads unlocks fills; $11.69 burn with 0 production is un"},{"scope":"fleet","text":"Binary market: Bear-Yosher crash leaves Mimic-Ljuba (16 deals, $63.62 locked) fully stranded; either restore Bear-Yosher or provision an alternative BinaryBet poster to end the drought"},{"scope":"agent","text":"option-taker-matheus: Call #118 expires ~17:37 UTC Jun 11 β€” confirm watcher fires at ~17:32 UTC and agent has capacity to act; do not let an in-the-money option lapse unexercised"},{"scope":"core","text":"index-maker + index-taker: 26+ null cycles with $0 lifetime tokens β€” provision if IndexBasket market is intended; otherwise mark decommissioned to remove noise from fleet health metrics"}],"at":"2026-06-11T10:52:17.209Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T11:58:12.303Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":101.39,"used7d":null,"used7dUsd":755.17,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":59.5,"estPct7d":51.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":169,"estPct7d":124.4,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":159.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":127248043,"w7":930927746,"tot":930927746},"haiku":{"w5":21435061,"w7":313376557,"tot":313376557}},"fleet":{"agentsUp":12,"lifetimeTokens":1244324114,"lifetimeUsd":755.17,"sessions":4203,"deals":149,"openIntents":20,"totalIntents":1542},"oracle":{"USDC":1,"ETH":1667.61,"BTC":63080.29,"SSV":2.24,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T11:55:41.023Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":3428071,"w5Usd":2.06,"w5PctPool":1.4,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":3428071,"w7Son":15820651,"hourly":[1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0,1.65],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.73,"realizedPnl":0.72,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1523,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":6,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":true,"nextFallbackMin":0}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1482,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1481,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":558,"msgs":12343,"total":766126056,"totalUsd":442.2,"w5":107543555,"w5Usd":67.98,"w5PctPool":43,"w7":766126056,"w7Usd":442.2,"w7PctPool":31.9,"w5Son":89761936,"w7Son":615517034,"hourly":[21.51,17.86,10.58,9.47,8.56,6.08,4.82,3.42,4.87,5.88,6.17,6.9,7.67,5.96,10.1,28.01,25.3,7.81,2.04,4.27,19.58,22.14,12.47,16.95],"lastWake":{"ts":"2026-06-11T11:56:42.676Z","tokens":264219,"usd":0.28,"msgs":8}},"onchain":{"deals":113,"openIntents":10,"balanceUsd":746.86,"realizedPnl":1.55,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1629,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":true,"nextFallbackMin":56}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle."},"overBudget":{"pct":43,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0,0.49,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1523,"wakes":96,"firstWakeMs":1780927020000,"lastWakeMs":1781162357000,"ageMin":279,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":65,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781180039490,"watching":"new non-swap intent appears (BinaryBet candidate) OR 60 min fallback","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.94,"realizedPnl":0.93,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1541,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781178240000,"ageMin":14,"lastWhy":"SSV slow momentum gap 8.10pp vs ETH β€” decisive signal. Took the only fair-price SSV seller on the book. Small size (0.5 ","repeatWakes":28,"avgGapMin":152,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":533}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots)."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1526,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":1047,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":295}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":739537,"w5Usd":0.13,"w5PctPool":0.3,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.81,"realizedPnl":-11.2,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1526,"wakes":101,"firstWakeMs":1780947228000,"lastWakeMs":1781178120000,"ageMin":16,"lastWhy":"Engine 1 resume conditions all false: (1) no vol spike β‰₯1%, (2) no stock ranking rotation, (3) zero buyer option intents","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781185677076,"watching":"new buyer option intent or 120-min fallback","armed":true,"nextFallbackMin":110}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1523,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1319,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":482}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.09,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1629,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":737,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":122}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":180,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":17,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"nextFallbackMin":30}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1629,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":279,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":212}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":25276748,"w5Usd":17.45,"w5PctPool":10.1,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":22944141,"w7Son":103368899,"hourly":[5.09,2.64,4.67,2.4,2.66,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,3.96,2.95,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":7,"balanceUsd":100.02,"realizedPnl":0.02,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":309,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":9,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781181099439,"watching":"13 intents, none takeable; soonestExpiry=1781179836; next poll 92s","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true},"overBudget":{"pct":10.1,"capPct":10}}],"unattributed":{"sessions":1226,"tokens":156694007,"usd":82.68,"w5":7588088,"w5Usd":5.17,"hourly":[2.38,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.44,0.58,0,1.26,0.88,0.97,1.01,0]},"boardOverhead":{"sessions":2168,"tokens":44214068,"usd":95.28,"w5":4107105,"w5Usd":8.59,"hourly":[1.78,1.3,1.75,1.92,1.84,0.97,1.42,1.54,1.91,0.61,1.43,1.01,1.54,1.38,1.01,1.95,0.83,1.34,0.8,0.51,1.27,1.06,1.64,1.19]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1244324114,"grandUsd":755.17,"grandSessions":4203,"attributedTokens":1043416039,"unattributedTokens":156694007,"boardTokens":44214068,"reassembledTokens":1244324114,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":120,"sessionsScanned":3043,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":52620,"dedupedMsgs":22137,"rawTokens":2805078740,"dedupedTokens":1244324114,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T11:58:39.893Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1542,"settled":149,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T11:58:59.475Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1416ms, prompt 26425b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T11:58:59.475Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T12:50:12.350Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":90.81,"used7d":null,"used7dUsd":755.37,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":52.6,"estPct7d":51.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":149.5,"estPct7d":124.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":143.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":114801256,"w7":930927746,"tot":930927746},"haiku":{"w5":16785048,"w7":314391066,"tot":314391066}},"fleet":{"agentsUp":12,"lifetimeTokens":1245338623,"lifetimeUsd":755.37,"sessions":4302,"deals":149,"openIntents":3,"totalIntents":1542},"oracle":{"USDC":1,"ETH":1649.07,"BTC":62836.32,"SSV":2.2,"AAPL":291.76,"NVDA":200.79,"MSFT":397.44},"oracleAt":"2026-06-11T12:45:41.489Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":3428071,"w5Usd":2.06,"w5PctPool":1.4,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":3428071,"w7Son":15820651,"hourly":[0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.39,"realizedPnl":0.4,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1575,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":58,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.97,"realizedPnl":-2.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1534,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1533,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":94386638,"w5Usd":60.68,"w5PctPool":37.8,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":80658965,"w7Son":615517034,"hourly":[2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.29,10.38,29.11,23.6,5.91,1.53,6.09,19,22.1,12.72],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.68,"realizedPnl":4.69,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1681,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":56,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":true,"nextFallbackMin":4}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true},"overBudget":{"pct":37.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0.31,0.19],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1575,"wakes":97,"firstWakeMs":1780927020000,"lastWakeMs":1781166462000,"ageMin":263,"lastWhy":"Edge floor β‰₯3pp unmet on all available entries (zero BinaryBets exist on board). One deliberate move + board-empty rule ","repeatWakes":66,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781183760515,"watching":"new BinaryBet with β‰₯3pp taker edge OR 60 min fallback","armed":true,"nextFallbackMin":26}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.02,"realizedPnl":0.01,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1593,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781180100000,"ageMin":35,"lastWhy":"No better SSV entry than my live bid; no reason to reprice or cancel; no liftable laggard trimming possible; churn-free ","repeatWakes":28,"avgGapMin":148,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":481}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1578,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":1099,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":243}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":739537,"w5Usd":0.13,"w5PctPool":0.3,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.56,"realizedPnl":-11.45,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1578,"wakes":101,"firstWakeMs":1780947228000,"lastWakeMs":1781180928000,"ageMin":21,"lastWhy":"All holdings on-target, no signal to act. Engine 1 paused 58 wakes (calm market proven; no buyers). Engine 2 locked (all","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781185677076,"watching":"new buyer option intent or 120-min fallback","armed":true,"nextFallbackMin":58}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.01,"realizedPnl":0.75,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1575,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1371,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":430}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.09,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.54,"realizedPnl":-0.47,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1681,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":789,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":70}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":232,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":69,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.03,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1681,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":331,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":160}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":22511013,"w5Usd":15.68,"w5PctPool":9,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":20774473,"w7Son":103368899,"hourly":[0,5.64,2.08,5.38,2.57,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,6.21,0.7],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.53,"realizedPnl":-0.47,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":361,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":61,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1274,"tokens":156694007,"usd":82.68,"w5":6692457,"w5Usd":4.53,"hourly":[0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51,0,1.26,1.28,0.58,0.99]},"boardOverhead":{"sessions":2218,"tokens":44214068,"usd":95.28,"w5":3828588,"w5Usd":7.72,"hourly":[1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08,1.38,1.15]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1245338623,"grandUsd":755.37,"grandSessions":4302,"attributedTokens":1044430548,"unattributedTokens":156694007,"boardTokens":44214068,"reassembledTokens":1245338623,"tokensBalance":true,"attributionPct":87,"multiMatchSessions":120,"sessionsScanned":3092,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":52753,"dedupedMsgs":22243,"rawTokens":2807440251,"dedupedTokens":1245338623,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T12:50:28.538Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1542,"settled":149,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T12:50:48.238Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1407ms, prompt 25161b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T12:50:48.238Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T13:50:12.444Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":75.41,"used7d":null,"used7dUsd":755.64,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":44.1,"estPct7d":51.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":125.1,"estPct7d":124.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":120.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":96071270,"w7":930927746,"tot":930927746},"haiku":{"w5":14056610,"w7":315573376,"tot":315573376}},"fleet":{"agentsUp":12,"lifetimeTokens":1246520933,"lifetimeUsd":755.64,"sessions":4420,"deals":149,"openIntents":5,"totalIntents":1545},"oracle":{"USDC":1,"ETH":1652.86,"BTC":62977.38,"SSV":2.22,"AAPL":292.12,"NVDA":202.23,"MSFT":389.51},"oracleAt":"2026-06-11T13:45:42.086Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":2252781,"w5Usd":1.35,"w5PctPool":0.9,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":2252781,"w7Son":15820651,"hourly":[0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0,0.66],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.54,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1635,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":118,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.71,"realizedPnl":-2.62,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1594,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1593,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":79428627,"w5Usd":51.16,"w5PctPool":31.8,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":68872165,"w7Son":615517034,"hourly":[0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.29,10.38,29.11,23.6,5.91,1.53,6.09,19,22.1],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.49,"realizedPnl":4.04,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1741,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":116,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true},"overBudget":{"pct":31.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0,0.31],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1635,"wakes":98,"firstWakeMs":1780927020000,"lastWakeMs":1781183797000,"ageMin":34,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":67,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781187455107,"watching":"new BinaryBet with β‰₯3pp taker edge OR 60 min fallback","armed":true,"nextFallbackMin":27}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.48,"realizedPnl":0.48,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1653,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781185620000,"ageMin":3,"lastWhy":"#1486 exceeded 1% reprice threshold; #1507 was a fair-price liftable SSV seller; repriced bid to current oracle to maxim","repeatWakes":28,"avgGapMin":146,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":421}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1638,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":1159,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":183}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":9,"msgs":188,"total":9327111,"totalUsd":2.91,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9327111,"w7Usd":2.91,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T08:24:15.094Z","tokens":739537,"usd":0.13,"msgs":17}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":96.43,"realizedPnl":-11.58,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1638,"wakes":102,"firstWakeMs":1780947228000,"lastWakeMs":1781185320000,"ageMin":8,"lastWhy":"Discipline: Engine 1 paused on low-vol calm market; no premium demand from buyers. Options too cheap to write (buyers ab","repeatWakes":27,"avgGapMin":40,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781192964758,"watching":"Engine 1 resume: vol spike >1%, buyer option intent, or 120-min fallback","armed":true,"nextFallbackMin":119}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.78,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1635,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1431,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":370}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.09],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.58,"realizedPnl":-0.44,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1741,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":849,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":true,"nextFallbackMin":10}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":100,"realizedPnl":0,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":292,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":129,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.32,"realizedPnl":0.32,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1741,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":391,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":100}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":19181659,"w5Usd":13.11,"w5PctPool":7.7,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":17445119,"w7Son":103368899,"hourly":[0,0,5.64,2.08,5.38,2.57,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,6.21],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.53,"realizedPnl":-0.47,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":421,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":121,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1344,"tokens":157876317,"usd":82.96,"w5":7071665,"w5Usd":4.19,"hourly":[0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51,0,1.26,1.28,0.58]},"boardOverhead":{"sessions":2266,"tokens":44214068,"usd":95.28,"w5":2193148,"w5Usd":5.61,"hourly":[0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08,1.38]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1246520933,"grandUsd":755.64,"grandSessions":4420,"attributedTokens":1044430548,"unattributedTokens":157876317,"boardTokens":44214068,"reassembledTokens":1246520933,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":122,"sessionsScanned":3162,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":52939,"dedupedMsgs":22374,"rawTokens":2810915911,"dedupedTokens":1246520933,"dupRatio":2.255}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T13:50:26.883Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1545,"settled":149,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T13:50:47.764Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2670ms, prompt 25331b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T13:50:47.764Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T14:50:13.198Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":58.68,"used7d":null,"used7dUsd":756.03,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":35.2,"estPct7d":52,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":99.9,"estPct7d":124.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":94.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":75742145,"w7":930927746,"tot":930927746},"haiku":{"w5":12174200,"w7":317545310,"tot":317545310}},"fleet":{"agentsUp":12,"lifetimeTokens":1248492867,"lifetimeUsd":756.03,"sessions":4545,"deals":149,"openIntents":4,"totalIntents":1547},"oracle":{"USDC":1,"ETH":1649.45,"BTC":62815.02,"SSV":2.25,"AAPL":290.64,"NVDA":202.11,"MSFT":390.42},"oracleAt":"2026-06-11T14:45:42.574Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":2252781,"w5Usd":1.35,"w5PctPool":0.9,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":2252781,"w7Son":15820651,"hourly":[0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.64,"realizedPnl":0.61,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1695,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":178,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.75,"realizedPnl":-2.58,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1654,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1653,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":65111995,"w5Usd":41.44,"w5PctPool":26,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":56988388,"w7Son":615517034,"hourly":[0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.29,10.38,29.11,23.6,5.91,1.53,6.09,19],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.38,"realizedPnl":3.56,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1801,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":176,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true},"overBudget":{"pct":26,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":8,"msgs":148,"total":8029884,"totalUsd":2.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":8029884,"w7Usd":2.12,"w7PctPool":0.3,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0,0],"lastWake":{"ts":"2026-06-10T17:49:42.457Z","tokens":1000634,"usd":0.63,"msgs":23}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1695,"wakes":99,"firstWakeMs":1780927020000,"lastWakeMs":1781184687000,"ageMin":79,"lastWhy":"Edge floor β‰₯3pp unmet. Zero taker-edge binary intents to accept. No recent bet flow to mirror. One deliberate move rule ","repeatWakes":68,"avgGapMin":52,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781191154562,"watching":"new BinaryBet with β‰₯3pp taker edge OR 60 min fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":101.13,"realizedPnl":1.13,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1713,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":23,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":361}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1698,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":1219,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":123}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":10,"msgs":215,"total":10662513,"totalUsd":3.17,"w5":1335402,"w5Usd":0.26,"w5PctPool":0.5,"w7":10662513,"w7Usd":3.17,"w7PctPool":0.4,"w5Son":0,"w7Son":2373358,"hourly":[0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T13:56:52.669Z","tokens":1335402,"usd":0.26,"msgs":27}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":96.37,"realizedPnl":-11.63,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1698,"wakes":103,"firstWakeMs":1780947228000,"lastWakeMs":1781186929000,"ageMin":41,"lastWhy":"Rebalance discipline. Worst-2 stocks feed the portfolio narrative. sAAPL entering worst-2 means it has fallen relative t","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781189807027,"watching":"sNVDA exit intent 1548 resolves (fill/expire), or 60-min fallback","armed":true,"nextFallbackMin":7}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.91,"realizedPnl":0.65,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1695,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1491,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":310}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.45,"realizedPnl":-0.54,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1801,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":909,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.99,"realizedPnl":-0.02,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":352,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":189,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.2,"realizedPnl":0.2,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1801,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":451,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":true,"nextFallbackMin":40}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":11143521,"w5Usd":7.73,"w5PctPool":4.5,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":10247172,"w7Son":103368899,"hourly":[0,0,0,5.64,2.08,5.38,2.57,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.59,"realizedPnl":-0.43,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":481,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":181,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1420,"tokens":158512849,"usd":83.09,"w5":6509450,"w5Usd":3.76,"hourly":[0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51,0,1.26,1.28]},"boardOverhead":{"sessions":2314,"tokens":44214068,"usd":95.28,"w5":1563196,"w5Usd":4.15,"hourly":[0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24,1.08]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1248492867,"grandUsd":756.03,"grandSessions":4545,"attributedTokens":1045765950,"unattributedTokens":158512849,"boardTokens":44214068,"reassembledTokens":1248492867,"tokensBalance":true,"attributionPct":86.8,"multiMatchSessions":123,"sessionsScanned":3239,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":53168,"dedupedMsgs":22528,"rawTokens":2816201280,"dedupedTokens":1248492867,"dupRatio":2.256}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T14:50:29.337Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1547,"settled":149,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T14:50:49.563Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1455ms, prompt 25260b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T14:50:49.563Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T15:50:13.258Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":37.95,"used7d":null,"used7dUsd":756.65,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":24.2,"estPct7d":52.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":68.7,"estPct7d":125.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":61.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":48934546,"w7":930927746,"tot":930927746},"haiku":{"w5":11509575,"w7":320464823,"tot":320464823}},"fleet":{"agentsUp":12,"lifetimeTokens":1251412380,"lifetimeUsd":756.65,"sessions":4672,"deals":149,"openIntents":5,"totalIntents":1549},"oracle":{"USDC":1,"ETH":1642.83,"BTC":62630.04,"SSV":2.22,"AAPL":292.53,"NVDA":201.05,"MSFT":386.67},"oracleAt":"2026-06-11T15:44:40.179Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":2252781,"w5Usd":1.35,"w5PctPool":0.9,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":2252781,"w7Son":15820651,"hourly":[0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.41,"realizedPnl":0.42,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1755,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":238,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.52,"realizedPnl":-2.81,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1714,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1713,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":39139510,"w5Usd":24.64,"w5PctPool":15.7,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":34600041,"w7Son":615517034,"hourly":[0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.29,10.38,29.11,23.6,5.91,1.53,6.09],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.3,"realizedPnl":6.21,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1861,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":236,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true},"overBudget":{"pct":15.7,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":9,"msgs":170,"total":8985058,"totalUsd":2.31,"w5":955174,"w5Usd":0.19,"w5PctPool":0.4,"w7":8985058,"w7Usd":2.31,"w7PctPool":0.4,"w5Son":0,"w7Son":1000634,"hourly":[0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63,0],"lastWake":{"ts":"2026-06-11T15:21:20.734Z","tokens":955174,"usd":0.19,"msgs":22}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1755,"wakes":101,"firstWakeMs":1780927020000,"lastWakeMs":1781184875000,"ageMin":136,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":70,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781195132592,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri)","armed":true,"nextFallbackMin":35}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.44,"realizedPnl":0.44,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1773,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":83,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":301}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":2,"msgs":37,"total":1562220,"totalUsd":0.7,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1562220,"w7Usd":0.7,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55,0],"lastWake":{"ts":"2026-06-10T17:46:10.383Z","tokens":778172,"usd":0.55,"msgs":17}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":7.76,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1758,"wakes":35,"firstWakeMs":1780995929000,"lastWakeMs":1781116281000,"ageMin":1279,"lastWhy":"Cheap optionality: tight-to-the-money put with 24h tail, thin premium on a volatile stock (sNVDA). Probability of 0.20 d","repeatWakes":17,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781196795857,"watching":"new audited Option intent appears OR deals settle window OR 23h fallback","armed":true,"nextFallbackMin":63}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":13,"msgs":254,"total":12626852,"totalUsd":3.6,"w5":3299741,"w5Usd":0.69,"w5PctPool":1.3,"w7":12626852,"w7Usd":3.6,"w7PctPool":0.5,"w5Son":0,"w7Son":2373358,"hourly":[0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T15:50:08.443Z","tokens":168349,"usd":0.04,"msgs":5}},"onchain":{"deals":17,"openIntents":2,"balanceUsd":96.01,"realizedPnl":-12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1758,"wakes":104,"firstWakeMs":1780947228000,"lastWakeMs":1781189682000,"ageMin":56,"lastWhy":"First exit (intent 1548) failed to fill at par in calm market. Discount attracts liquidity without undershooting too far","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":"sNVDA exit 1550 resolves (fill/expire) OR new buyer option intent appears, 60-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.08,"realizedPnl":0.82,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1755,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1551,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":250}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.12,"realizedPnl":-0.9,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1861,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":969,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":99.91,"realizedPnl":-0.09,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":412,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":249,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.14,"realizedPnl":0.13,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1861,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":511,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":8442016,"w5Usd":5.64,"w5PctPool":3.4,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":7545667,"w7Son":103368899,"hourly":[0,0,0,0,5.64,2.08,5.38,2.57,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.2,"realizedPnl":-0.76,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":541,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":241,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1495,"tokens":158512849,"usd":83.09,"w5":5350271,"w5Usd":2.78,"hourly":[0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51,0,1.26]},"boardOverhead":{"sessions":2362,"tokens":44214068,"usd":95.28,"w5":1004628,"w5Usd":2.66,"hourly":[0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0,1.24]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1251412380,"grandUsd":756.65,"grandSessions":4672,"attributedTokens":1048685463,"unattributedTokens":158512849,"boardTokens":44214068,"reassembledTokens":1251412380,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":123,"sessionsScanned":3318,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":53456,"dedupedMsgs":22700,"rawTokens":2824449041,"dedupedTokens":1251412380,"dupRatio":2.257}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T15:50:26.216Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1549,"settled":149,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T15:50:45.737Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1419ms, prompt 25278b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T15:50:45.737Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T16:50:13.364Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":6.65,"used7d":null,"used7dUsd":758.2,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":7.9,"estPct7d":52.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":22.5,"estPct7d":126,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":5.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":4407285,"w7":930927746,"tot":930927746},"haiku":{"w5":15392781,"w7":328769338,"tot":328769338}},"fleet":{"agentsUp":12,"lifetimeTokens":1259716895,"lifetimeUsd":758.2,"sessions":4802,"deals":150,"openIntents":3,"totalIntents":1554},"oracle":{"USDC":1,"ETH":1640.54,"BTC":62579.49,"SSV":2.23,"AAPL":293.95,"NVDA":201.36,"MSFT":387.65},"oracleAt":"2026-06-11T16:44:41.061Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0,0.58],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.45,"realizedPnl":0.45,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1815,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":298,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.58,"realizedPnl":-2.75,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1774,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1773,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":3979749,"w5Usd":2.31,"w5PctPool":1.6,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":2965240,"w7Son":615517034,"hourly":[0,0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.29,10.38,29.11,23.6,5.91,1.53],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.39,"realizedPnl":5.02,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1921,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":296,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":10,"msgs":191,"total":10148695,"totalUsd":2.53,"w5":2118811,"w5Usd":0.41,"w5PctPool":0.8,"w7":10148695,"w7Usd":2.53,"w7PctPool":0.4,"w5Son":0,"w7Son":1000634,"hourly":[0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.63],"lastWake":{"ts":"2026-06-11T16:27:10.490Z","tokens":1163637,"usd":0.22,"msgs":21}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1815,"wakes":102,"firstWakeMs":1780927020000,"lastWakeMs":1781185172000,"ageMin":191,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":71,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781198825749,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri)","armed":true,"nextFallbackMin":37}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0,0.8],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.66,"realizedPnl":0.64,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1833,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":143,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":241}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":1775938,"w5Usd":0.35,"w5PctPool":0.7,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.55],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":17.23,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1818,"wakes":36,"firstWakeMs":1780995929000,"lastWakeMs":1781189935000,"ageMin":111,"lastWhy":"Deals expired; must settle to finalize and free up capital. No new edges on market.","repeatWakes":17,"avgGapMin":129,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781282395095,"watching":"new audited Option intent appears (matching template 0xb3d66f4...) OR 24h fallback","armed":true,"nextFallbackMin":1430}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":16,"msgs":353,"total":17991792,"totalUsd":4.57,"w5":8664681,"w5Usd":1.66,"w5PctPool":3.5,"w7":17991792,"w7Usd":4.57,"w7PctPool":0.7,"w5Son":0,"w7Son":2373358,"hourly":[0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:06:33.578Z","tokens":693596,"usd":0.15,"msgs":16}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":96.07,"realizedPnl":-11.95,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1818,"wakes":108,"firstWakeMs":1780947228000,"lastWakeMs":1781189682000,"ageMin":116,"lastWhy":"First exit (intent 1548) failed to fill at par in calm market. Discount attracts liquidity without undershooting too far","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781197587291,"watching":"intent 1555 resolves (fill/expire) or 60m fallback","armed":true,"nextFallbackMin":16}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.2,"realizedPnl":0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1815,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1611,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":190}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.18,"realizedPnl":-0.81,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1921,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1029,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":99.92,"realizedPnl":-0.09,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":472,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":309,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.43],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.29,"realizedPnl":0.29,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1921,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":571,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,5.64,2.08,5.38,2.57,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.36,"realizedPnl":-0.62,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":601,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":301,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1572,"tokens":158512849,"usd":83.09,"w5":2953909,"w5Usd":0.92,"hourly":[0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51,0]},"boardOverhead":{"sessions":2410,"tokens":44214068,"usd":95.28,"w5":306978,"w5Usd":1,"hourly":[0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1259716895,"grandUsd":758.2,"grandSessions":4802,"attributedTokens":1056989978,"unattributedTokens":158512849,"boardTokens":44214068,"reassembledTokens":1259716895,"tokensBalance":true,"attributionPct":87,"multiMatchSessions":123,"sessionsScanned":3400,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":53967,"dedupedMsgs":22966,"rawTokens":2845448588,"dedupedTokens":1259716895,"dupRatio":2.259}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T16:50:27.835Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1554,"settled":150,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T16:50:47.471Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1478ms, prompt 25201b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T16:50:47.471Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T17:50:14.431Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":3.23,"used7d":null,"used7dUsd":758.6,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":6.5,"estPct7d":52.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":18.4,"estPct7d":126.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":16209275,"w7":330600341,"tot":330600341}},"fleet":{"agentsUp":12,"lifetimeTokens":1261547898,"lifetimeUsd":758.6,"sessions":4928,"deals":150,"openIntents":3,"totalIntents":1555},"oracle":{"USDC":1,"ETH":1675.17,"BTC":63260.73,"SSV":2.24,"AAPL":296.67,"NVDA":204,"MSFT":389.7},"oracleAt":"2026-06-11T17:44:41.674Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.81,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1875,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":358,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.83,"realizedPnl":-2.5,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1834,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1833,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.17,7.24,10.42,29.09,23.63,5.91],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.02,"realizedPnl":-1.19,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":1981,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":356,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":10,"msgs":191,"total":10148695,"totalUsd":2.53,"w5":2118811,"w5Usd":0.41,"w5PctPool":0.8,"w7":10148695,"w7Usd":2.53,"w7PctPool":0.4,"w5Son":0,"w7Son":1000634,"hourly":[0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:27:10.490Z","tokens":1163637,"usd":0.22,"msgs":21}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1875,"wakes":103,"firstWakeMs":1780927020000,"lastWakeMs":1781188787000,"ageMin":190,"lastWhy":"No β‰₯3pp taker-edge opportunity to accept. No flow to mirror. Edge floor β‰₯3pp unmet on entire visible board. One delibera","repeatWakes":72,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781202501942,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri)","armed":true,"nextFallbackMin":38}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.96,"realizedPnl":0.96,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1893,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":203,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":181}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":1775938,"w5Usd":0.35,"w5PctPool":0.7,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":4,"openIntents":0,"balanceUsd":99,"realizedPnl":17.23,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1878,"wakes":36,"firstWakeMs":1780995929000,"lastWakeMs":1781189935000,"ageMin":171,"lastWhy":"Deals expired; must settle to finalize and free up capital. No new edges on market.","repeatWakes":17,"avgGapMin":129,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781282395095,"watching":"new audited Option intent appears (matching template 0xb3d66f4...) OR 24h fallback","armed":true,"nextFallbackMin":1370}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":17,"msgs":368,"total":18638368,"totalUsd":4.7,"w5":9311257,"w5Usd":1.79,"w5PctPool":3.7,"w7":18638368,"w7Usd":4.7,"w7PctPool":0.8,"w5Son":0,"w7Son":2373358,"hourly":[0.13,0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T17:08:52.198Z","tokens":646576,"usd":0.13,"msgs":15}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":96.77,"realizedPnl":-11.23,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1878,"wakes":110,"firstWakeMs":1780947228000,"lastWakeMs":1781200320000,"ageMin":-2,"lastWhy":"Portfolio rebalance is critical path. sNVDA underweight awaits fill. Letting intent run to natural expiry/fill before re","repeatWakes":27,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781201327417,"watching":"intent 1556 resolves (fill/expire) or 60m fallback","armed":true,"nextFallbackMin":19}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.43,"realizedPnl":1.17,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1875,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1671,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":130}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.43,"realizedPnl":0.42,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":1981,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1089,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.24,"realizedPnl":0.25,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":532,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":369,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.94,"realizedPnl":0.96,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":1981,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":631,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,5.64,2.08,5.34,2.61,1.77,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.25,"realizedPnl":0.25,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":661,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":361,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1649,"tokens":159697276,"usd":83.36,"w5":3003269,"w5Usd":0.68,"hourly":[0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.51,0.51]},"boardOverhead":{"sessions":2458,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16,1.48]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1261547898,"grandUsd":758.6,"grandSessions":4928,"attributedTokens":1057636554,"unattributedTokens":159697276,"boardTokens":44214068,"reassembledTokens":1261547898,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":125,"sessionsScanned":3478,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":54207,"dedupedMsgs":23120,"rawTokens":2850798548,"dedupedTokens":1261547898,"dupRatio":2.26}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T17:50:27.879Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1555,"settled":150,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T17:50:47.589Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1435ms, prompt 25200b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T17:50:47.589Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T18:50:15.731Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":3.63,"used7d":null,"used7dUsd":759.27,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":7.2,"estPct7d":52.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":20.5,"estPct7d":126.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":18071944,"w7":333645320,"tot":333645320}},"fleet":{"agentsUp":12,"lifetimeTokens":1264592877,"lifetimeUsd":759.27,"sessions":5058,"deals":151,"openIntents":4,"totalIntents":1559},"oracle":{"USDC":1,"ETH":1684.47,"BTC":63464.97,"SSV":2.23,"AAPL":295.47,"NVDA":202.19,"MSFT":387.69},"oracleAt":"2026-06-11T18:44:42.090Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.84,"realizedPnl":0.84,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1935,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":418,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.63,"realizedPnl":-2.7,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1894,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1893,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.98,7.14,7.27,10.42,29.09,23.63],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.96,"realizedPnl":0.49,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2041,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":416,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":10,"msgs":191,"total":10148695,"totalUsd":2.53,"w5":2118811,"w5Usd":0.41,"w5PctPool":0.8,"w7":10148695,"w7Usd":2.53,"w7PctPool":0.4,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:27:10.490Z","tokens":1163637,"usd":0.22,"msgs":21}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1935,"wakes":104,"firstWakeMs":1780927020000,"lastWakeMs":1781188965000,"ageMin":248,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":73,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781206182326,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri)","armed":true,"nextFallbackMin":39}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.76,"realizedPnl":0.75,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":1953,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":263,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":121}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":1775938,"w5Usd":0.35,"w5PctPool":0.7,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1938,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":186,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1396}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":19,"msgs":400,"total":20363302,"totalUsd":5.07,"w5":11036191,"w5Usd":2.16,"w5PctPool":4.4,"w7":20363302,"w7Usd":5.07,"w7PctPool":0.8,"w5Son":0,"w7Son":2373358,"hourly":[0.38,0.13,0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T18:10:47.667Z","tokens":964108,"usd":0.19,"msgs":16}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":96.76,"realizedPnl":-11.24,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1938,"wakes":112,"firstWakeMs":1780947228000,"lastWakeMs":1781202155000,"ageMin":28,"lastWhy":"Intent 1559 is live and well-priced for fill. Single highest-value move is waiting for resolution (fill/expiry). Market ","repeatWakes":27,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208643164,"watching":"intent 1559 resolves (fill/expire) or 120m fallback","armed":true,"nextFallbackMin":80}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1935,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1731,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":70}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.42,"realizedPnl":0.44,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2041,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1149,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.02,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":592,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":429,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.53,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2041,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":691,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,5.64,2.08,5.34,2.61,1.77,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.12,"realizedPnl":0.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":721,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":421,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1729,"tokens":161017321,"usd":83.66,"w5":3141004,"w5Usd":0.7,"hourly":[0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31,0.49]},"boardOverhead":{"sessions":2506,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31,1.16]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1264592877,"grandUsd":759.27,"grandSessions":5058,"attributedTokens":1059361488,"unattributedTokens":161017321,"boardTokens":44214068,"reassembledTokens":1264592877,"tokensBalance":true,"attributionPct":86.8,"multiMatchSessions":127,"sessionsScanned":3560,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":54499,"dedupedMsgs":23293,"rawTokens":2859570370,"dedupedTokens":1264592877,"dupRatio":2.261}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T18:50:28.343Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1559,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T18:50:48.665Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1438ms, prompt 25256b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T18:50:48.665Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T19:50:17.085Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":4.23,"used7d":null,"used7dUsd":760.26,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":8.4,"estPct7d":52.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":23.9,"estPct7d":127,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":21036529,"w7":338581839,"tot":338581839}},"fleet":{"agentsUp":12,"lifetimeTokens":1269529396,"lifetimeUsd":760.26,"sessions":5187,"deals":151,"openIntents":5,"totalIntents":1562},"oracle":{"USDC":1,"ETH":1684.06,"BTC":63615.76,"SSV":2.25,"AAPL":296.03,"NVDA":205.49,"MSFT":389.53},"oracleAt":"2026-06-11T19:44:42.741Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.96,"realizedPnl":0.93,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":1995,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":478,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.91,"realizedPnl":-2.42,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":1955,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":1953,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.97,7.11,7.31,10.38,29.13],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.1,"realizedPnl":-3.22,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2101,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":476,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":11,"msgs":203,"total":10849431,"totalUsd":2.69,"w5":2819547,"w5Usd":0.57,"w5PctPool":1.1,"w7":10849431,"w7Usd":2.69,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T19:31:10.004Z","tokens":700736,"usd":0.16,"msgs":12}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":1995,"wakes":105,"firstWakeMs":1780927020000,"lastWakeMs":1781189008000,"ageMin":307,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":74,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781209859120,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri)","armed":true,"nextFallbackMin":41}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.23,"realizedPnl":1.23,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2013,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":323,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":61}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":1775938,"w5Usd":0.35,"w5PctPool":0.7,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":1999,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":246,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1335}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":23,"msgs":486,"total":24599085,"totalUsd":5.9,"w5":13936572,"w5Usd":2.73,"w5PctPool":5.6,"w7":24599085,"w7Usd":5.9,"w7PctPool":1,"w5Son":0,"w7Son":2373358,"hourly":[0.82,0.38,0.13,0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T19:48:31.789Z","tokens":1037365,"usd":0.21,"msgs":22}},"onchain":{"deals":18,"openIntents":2,"balanceUsd":97,"realizedPnl":-11,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":1999,"wakes":116,"firstWakeMs":1780947228000,"lastWakeMs":1781207220000,"ageMin":3,"lastWhy":"No rebalance signal (drifts <5%, no rotation). No Engine 1 signal (zero buyer option intents, no vol spike β‰₯1%). Rally d","repeatWakes":28,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781213306973,"watching":"intents 1562/1563 fill/expire, vol spike β‰₯1%, buyer option intent, or 100m fallback","armed":true,"nextFallbackMin":98}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.38,"realizedPnl":1.12,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":1995,"wakes":26,"firstWakeMs":1780941832000,"lastWakeMs":1781099932000,"ageMin":1791,"lastWhy":"No mispriced opportunities on book. sAAPL position well-anchored within weekly horizon, no exit triggers hit. No new dir","repeatWakes":18,"avgGapMin":105,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781208000977,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit; new binary/option intent; fallback Jun11 20:00 UTC","armed":true,"nextFallbackMin":10}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.81,"realizedPnl":0.8,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2101,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1209,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.43,"realizedPnl":0.42,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":652,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":489,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.17,"realizedPnl":1.17,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2101,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":751,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,5.64,2.08,5.34,2.61,1.77,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.53,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":781,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":481,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1805,"tokens":161017321,"usd":83.66,"w5":2504472,"w5Usd":0.57,"hourly":[0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0,0.31]},"boardOverhead":{"sessions":2554,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36,1.31]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1269529396,"grandUsd":760.26,"grandSessions":5187,"attributedTokens":1064298007,"unattributedTokens":161017321,"boardTokens":44214068,"reassembledTokens":1269529396,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":127,"sessionsScanned":3641,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":54871,"dedupedMsgs":23503,"rawTokens":2872227516,"dedupedTokens":1269529396,"dupRatio":2.262}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T19:50:35.885Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1562,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T19:50:55.977Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1496ms, prompt 25347b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T19:50:55.977Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T20:50:18.403Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":5.03,"used7d":null,"used7dUsd":761.69,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":10.2,"estPct7d":53.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":29,"estPct7d":127.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":25487099,"w7":345951922,"tot":345951922}},"fleet":{"agentsUp":12,"lifetimeTokens":1276899479,"lifetimeUsd":761.69,"sessions":5317,"deals":151,"openIntents":3,"totalIntents":1564},"oracle":{"USDC":1,"ETH":1666.91,"BTC":63230.95,"SSV":2.25,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-11T20:44:43.266Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.78,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2055,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":538,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2015,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2013,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,2.31,22.33,16.8,9.71,9.53,8.62,4.96,5.05,3.81,4.26,6.43,6.43,7.97,7.08,7.35,10.38],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.9,"realizedPnl":-1.32,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2161,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":536,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":12,"msgs":221,"total":11713818,"totalUsd":2.87,"w5":2728760,"w5Usd":0.56,"w5PctPool":1.1,"w7":11713818,"w7Usd":2.87,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T20:49:36.356Z","tokens":864387,"usd":0.17,"msgs":18}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2055,"wakes":107,"firstWakeMs":1780927020000,"lastWakeMs":1781210580000,"ageMin":7,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":76,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781216372693,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks Mon 13:30 UTC)","armed":true,"nextFallbackMin":89}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.18,"realizedPnl":1.18,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2073,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":383,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":true,"nextFallbackMin":1}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":1775938,"w5Usd":0.35,"w5PctPool":0.7,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2059,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":306,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1275}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":27,"msgs":588,"total":30362691,"totalUsd":7,"w5":17735839,"w5Usd":3.4,"w5PctPool":7.1,"w7":30362691,"w7Usd":7,"w7PctPool":1.3,"w5Son":0,"w7Son":2373358,"hourly":[1.1,0.82,0.38,0.13,0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T20:49:19.737Z","tokens":1016380,"usd":0.21,"msgs":21}},"onchain":{"deals":18,"openIntents":2,"balanceUsd":96.73,"realizedPnl":-11.27,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2059,"wakes":117,"firstWakeMs":1780947228000,"lastWakeMs":1781210790000,"ageMin":4,"lastWhy":"Old intents 1562/1563 priced without live book context (sAAPL ask above oracle, zero takers). Repricing to oracleΒ±1% sta","repeatWakes":28,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781218154913,"watching":"intents 1564/1565 fill/expire, vol spike β‰₯1%, buyer option intent, or 120m fallback","armed":true,"nextFallbackMin":119}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2055,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":40,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1392}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.31,"realizedPnl":0.31,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2161,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1269,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":712,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":549,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2161,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":811,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.22,"realizedPnl":0.21,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":841,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":541,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1881,"tokens":161759411,"usd":83.82,"w5":3246562,"w5Usd":0.73,"hourly":[0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0,0]},"boardOverhead":{"sessions":2603,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16,1.36]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1276899479,"grandUsd":761.69,"grandSessions":5317,"attributedTokens":1070926000,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1276899479,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":3722,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":55363,"dedupedMsgs":23751,"rawTokens":2892077786,"dedupedTokens":1276899479,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T20:50:31.826Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1564,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T20:50:52.362Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1526ms, prompt 25202b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T20:50:52.362Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T21:50:19.859Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":3.84,"used7d":null,"used7dUsd":762.04,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":7.7,"estPct7d":53.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":22,"estPct7d":127.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":19355046,"w7":348124384,"tot":348124384}},"fleet":{"agentsUp":12,"lifetimeTokens":1279071941,"lifetimeUsd":762.04,"sessions":5442,"deals":151,"openIntents":4,"totalIntents":1567},"oracle":{"USDC":1,"ETH":1678.7,"BTC":63456.03,"SSV":2.28,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-11T21:44:43.916Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.05,"realizedPnl":1.06,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2115,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":598,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2075,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2073,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,2.31,22.33,16.8,9.71,9.49,8.66,4.96,5.05,3.81,4.26,6.43,6.43,7.97,7.09,7.35],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.02,"realizedPnl":-3.72,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2221,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":596,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":12,"msgs":221,"total":11713818,"totalUsd":2.87,"w5":1565123,"w5Usd":0.33,"w5PctPool":0.6,"w7":11713818,"w7Usd":2.87,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T20:49:36.356Z","tokens":864387,"usd":0.17,"msgs":18}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2115,"wakes":107,"firstWakeMs":1780927020000,"lastWakeMs":1781211685000,"ageMin":49,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":76,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781216372693,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks Mon 13:30 UTC)","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.88,"realizedPnl":1.88,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2133,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":443,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2119,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":366,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1215}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":28,"msgs":627,"total":32535153,"totalUsd":7.35,"w5":14543361,"w5Usd":2.78,"w5PctPool":5.8,"w7":32535153,"w7Usd":7.35,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0.35,1.1,0.82,0.38,0.13,0.97,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T21:19:48.456Z","tokens":2172462,"usd":0.35,"msgs":39}},"onchain":{"deals":18,"openIntents":2,"balanceUsd":96.91,"realizedPnl":-11.08,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2119,"wakes":118,"firstWakeMs":1780947228000,"lastWakeMs":1781211000000,"ageMin":60,"lastWhy":"Intents that sit unfilled 30+ min have a pricing problem. Repricing from $16.75 (0.97% below oracle) to $16.25 (3.9% bel","repeatWakes":28,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781219973231,"watching":"intents 1566/1567 fill/expire, vol spike β‰₯1%, buyer option intent, or 120m fallback","armed":true,"nextFallbackMin":89}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2115,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":100,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1332}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.67,"realizedPnl":0.68,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2221,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1329,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":772,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":609,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2221,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":871,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.58,"realizedPnl":0.57,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":901,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":601,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":1957,"tokens":161759411,"usd":83.82,"w5":3246562,"w5Usd":0.73,"hourly":[0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5,0]},"boardOverhead":{"sessions":2651,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64,1.16]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1279071941,"grandUsd":762.04,"grandSessions":5442,"attributedTokens":1073098462,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1279071941,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":3799,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":55569,"dedupedMsgs":23902,"rawTokens":2897147727,"dedupedTokens":1279071941,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T21:50:30.768Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1567,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T21:50:50.375Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1450ms, prompt 25281b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T21:50:50.375Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T22:50:21.246Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":3.59,"used7d":null,"used7dUsd":762.18,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":7.3,"estPct7d":53.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":20.6,"estPct7d":128,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":18131809,"w7":348732150,"tot":348732150}},"fleet":{"agentsUp":12,"lifetimeTokens":1279679707,"lifetimeUsd":762.18,"sessions":5570,"deals":151,"openIntents":1,"totalIntents":1567},"oracle":{"USDC":1,"ETH":1674.96,"BTC":63449.06,"SSV":2.24,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-11T22:44:44.413Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.83,"realizedPnl":0.8,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2175,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":658,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2135,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2133,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,2.27,22.37,16.8,9.71,9.49,8.66,4.96,5.05,3.81,4.26,6.43,6.43,7.97,7.06],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.99,"realizedPnl":-1.59,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2281,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":657,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":13,"msgs":236,"total":12321584,"totalUsd":3.01,"w5":2172889,"w5Usd":0.48,"w5PctPool":0.9,"w7":12321584,"w7Usd":3.01,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T22:21:56.097Z","tokens":607766,"usd":0.15,"msgs":15}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2175,"wakes":108,"firstWakeMs":1780927020000,"lastWakeMs":1781216435000,"ageMin":30,"lastWhy":"Edge floor of β‰₯3pp cost-implied margin unmet; no BinaryBet to accept or recent flow to mirror.","repeatWakes":77,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781223711105,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks Mon 13:30 UTC)","armed":true,"nextFallbackMin":91}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.98,"realizedPnl":0.98,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2193,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":503,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2179,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":426,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1155}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":28,"msgs":627,"total":32535153,"totalUsd":7.35,"w5":13896785,"w5Usd":2.65,"w5PctPool":5.6,"w7":32535153,"w7Usd":7.35,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T21:19:48.456Z","tokens":2172462,"usd":0.35,"msgs":39}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.87,"realizedPnl":-11.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2179,"wakes":118,"firstWakeMs":1780947228000,"lastWakeMs":1781211000000,"ageMin":120,"lastWhy":"Intents that sit unfilled 30+ min have a pricing problem. Repricing from $16.75 (0.97% below oracle) to $16.25 (3.9% bel","repeatWakes":28,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781219973231,"watching":"intents 1566/1567 fill/expire, vol spike β‰₯1%, buyer option intent, or 120m fallback","armed":true,"nextFallbackMin":29}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2175,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":160,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1272}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.53,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2281,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1389,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":833,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":669,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2281,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":931,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.3,"realizedPnl":0.27,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":961,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":661,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2034,"tokens":161759411,"usd":83.82,"w5":2062135,"w5Usd":0.46,"hourly":[0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0,0.5]},"boardOverhead":{"sessions":2701,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39,1.64]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1279679707,"grandUsd":762.18,"grandSessions":5570,"attributedTokens":1073706228,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1279679707,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":3877,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":55732,"dedupedMsgs":24032,"rawTokens":2899047310,"dedupedTokens":1279679707,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T22:50:25.924Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1567,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T22:50:46.417Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1713ms, prompt 25047b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T22:50:46.417Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-11T23:50:22.578Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":3.17,"used7d":null,"used7dUsd":762.44,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":6.6,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":18.8,"estPct7d":128.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":16558672,"w7":350203992,"tot":350203992}},"fleet":{"agentsUp":12,"lifetimeTokens":1281151549,"lifetimeUsd":762.44,"sessions":5695,"deals":151,"openIntents":2,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1675.06,"BTC":63570.14,"SSV":2.26,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-11T23:44:44.972Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.93,"realizedPnl":0.96,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2235,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":718,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2195,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2193,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,2.27,22.34,16.78,9.77,9.49,8.66,4.96,5.05,3.81,4.26,6.43,6.43,7.96],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747,"realizedPnl":-2.77,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2341,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":717,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":13,"msgs":236,"total":12321584,"totalUsd":3.01,"w5":2172889,"w5Usd":0.48,"w5PctPool":0.9,"w7":12321584,"w7Usd":3.01,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T22:21:56.097Z","tokens":607766,"usd":0.15,"msgs":15}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2235,"wakes":108,"firstWakeMs":1780927020000,"lastWakeMs":1781216435000,"ageMin":90,"lastWhy":"Edge floor of β‰₯3pp cost-implied margin unmet; no BinaryBet to accept or recent flow to mirror.","repeatWakes":77,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781223711105,"watching":"new BinaryBet with β‰₯3pp taker edge (crypto 24/7, stocks Mon 13:30 UTC)","armed":true,"nextFallbackMin":31}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.44,"realizedPnl":1.44,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2253,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":563,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2239,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":486,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1095}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":13643693,"w5Usd":2.54,"w5PctPool":5.5,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":2,"balanceUsd":96.9,"realizedPnl":-11.09,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2239,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":28,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":815}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2235,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":220,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1212}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.64,"realizedPnl":0.65,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2341,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1449,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":893,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":729,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2341,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":991,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.46,"realizedPnl":0.46,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1021,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":721,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2110,"tokens":161759411,"usd":83.82,"w5":742090,"w5Usd":0.15,"hourly":[0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0,0]},"boardOverhead":{"sessions":2749,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25,1.39]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281151549,"grandUsd":762.44,"grandSessions":5695,"attributedTokens":1075178070,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281151549,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":3954,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":55924,"dedupedMsgs":24174,"rawTokens":2902828338,"dedupedTokens":1281151549,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-11T23:50:24.537Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-11T23:50:43.810Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1385ms, prompt 25140b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-11T23:50:43.810Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T00:50:23.254Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":2.32,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":4.9,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":13.9,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":12200543,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":5822,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1672.35,"BTC":63585.35,"SSV":2.26,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T00:44:45.625Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.93,"realizedPnl":0.94,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2296,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":778,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2255,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2253,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,2.27,22.34,16.78,9.77,9.49,8.66,4.96,5.05,3.81,4.26,6.43,6.43],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.99,"realizedPnl":-2.61,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2401,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":777,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":2050543,"w5Usd":0.45,"w5PctPool":0.8,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2296,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":45,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":true,"nextFallbackMin":93}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.45,"realizedPnl":1.44,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2313,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":623,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2299,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":546,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":1035}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":9407910,"w5Usd":1.71,"w5PctPool":3.8,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.87,"realizedPnl":-11.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2299,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":88,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":755}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2296,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":280,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1152}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.61,"realizedPnl":0.61,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2401,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1509,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":953,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":789,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2401,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1051,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.44,"realizedPnl":0.43,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1081,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":781,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2188,"tokens":161759411,"usd":83.82,"w5":742090,"w5Usd":0.15,"hourly":[0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46,0]},"boardOverhead":{"sessions":2797,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03,1.25]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":5822,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4033,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56083,"dedupedMsgs":24302,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T00:50:26.669Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T00:50:46.106Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1384ms, prompt 24978b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 14, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-12T00:50:46.106Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T01:50:24.675Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0.89,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":1.9,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":5.5,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":4830460,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":5936,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1663.55,"BTC":63326.72,"SSV":2.22,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T01:44:46.119Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.64,"realizedPnl":0.64,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2356,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":838,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2315,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2313,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,2.27,22.34,16.78,9.77,9.49,8.66,4.96,5.05,3.81,4.26,6.43],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.88,"realizedPnl":0.07,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2461,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":837,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":1186156,"w5Usd":0.28,"w5PctPool":0.5,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2356,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":105,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":true,"nextFallbackMin":33}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.52,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2373,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":683,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2359,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":606,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":975}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":3644304,"w5Usd":0.61,"w5PctPool":1.5,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.72,"realizedPnl":-11.27,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2359,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":148,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":695}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2356,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":340,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1092}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.24,"realizedPnl":0.24,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2461,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1569,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1013,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":849,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2461,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1111,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.64,2.08,5.32,2.64,1.77,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.04,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1141,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":841,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2263,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0,0.46]},"boardOverhead":{"sessions":2836,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27,1.03]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":5936,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4108,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56185,"dedupedMsgs":24404,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T01:51:05.199Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T01:51:32.067Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3183ms, prompt 24977b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T01:51:32.067Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T02:50:26.121Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0.54,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":1.1,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":3,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":2657998,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6064,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1674.57,"BTC":63527.01,"SSV":2.23,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T02:44:46.641Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.79,"realizedPnl":0.78,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2416,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":898,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2375,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2373,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.27,22.34,16.78,9.77,9.49,8.66,4.96,5.05,3.81,4.26],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747,"realizedPnl":-1.25,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2521,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":897,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":1186156,"w5Usd":0.28,"w5PctPool":0.5,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2416,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":165,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.77,"realizedPnl":0.77,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2433,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":743,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2419,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":666,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":915}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":1471842,"w5Usd":0.26,"w5PctPool":0.6,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.89,"realizedPnl":-11.11,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2419,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":208,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":635}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2416,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":400,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":1032}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.54,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2521,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1629,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1073,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":909,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2521,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1171,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64,1.77,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.25,"realizedPnl":0.26,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1201,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":901,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2343,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67,0]},"boardOverhead":{"sessions":2884,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61,1.27]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6064,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4188,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56301,"dedupedMsgs":24520,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T02:51:06.281Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T02:51:31.226Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3360ms, prompt 24981b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T02:51:31.226Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T03:50:27.539Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0.4,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0.8,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":2.3,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":2050232,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6198,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1669.59,"BTC":63385.52,"SSV":2.22,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T03:44:47.286Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.69,"realizedPnl":0.7,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2476,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":958,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2435,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2433,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.27,22.31,16.81,9.77,9.49,8.66,4.96,5.05,3.81],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.95,"realizedPnl":-0.33,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2581,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":957,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":578390,"w5Usd":0.13,"w5PctPool":0.2,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2476,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":225,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.53,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2493,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":803,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2479,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":726,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":855}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":1471842,"w5Usd":0.26,"w5PctPool":0.6,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.8,"realizedPnl":-11.19,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2479,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":268,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":575}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2476,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":460,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":972}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.36,"realizedPnl":0.37,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2581,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1689,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1133,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":969,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2581,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1231,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64,1.77,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.11,"realizedPnl":0.08,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1261,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":961,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2429,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0,0.67]},"boardOverhead":{"sessions":2932,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54,1.61]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6198,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4274,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56423,"dedupedMsgs":24642,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T03:51:05.939Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T03:51:30.329Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3082ms, prompt 24983b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T03:51:30.329Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T04:50:29.003Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0.13,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0.2,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0.7,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":578390,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6331,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1676.47,"BTC":63631.82,"SSV":2.23,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T04:44:47.664Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0,0.53],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.81,"realizedPnl":0.82,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2536,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1018,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2495,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2493,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81,9.77,9.49,8.66,4.96,5.05],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.03,"realizedPnl":-1.49,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2641,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1017,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":578390,"w5Usd":0.13,"w5PctPool":0.2,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2536,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":285,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.78,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2553,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":863,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2539,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":786,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":795}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.93,"realizedPnl":-11.06,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2539,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":328,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":515}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2536,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":520,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":912}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.61,"realizedPnl":0.61,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2641,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1749,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1193,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1029,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2641,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1291,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64,1.77,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.3,"realizedPnl":0.29,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1321,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1021,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2514,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0,0]},"boardOverhead":{"sessions":2980,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18,1.54]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6331,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4359,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56544,"dedupedMsgs":24763,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T04:51:05.549Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T04:51:30.005Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3054ms, prompt 24983b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T04:51:30.005Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T05:50:30.153Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6463,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1662.66,"BTC":63311.2,"SSV":2.2,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T05:44:48.264Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.54,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2596,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1079,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2555,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2554,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81,9.77,9.49,8.66,4.96],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.88,"realizedPnl":1.1,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2701,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1077,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2596,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":345,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.84],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.07,"realizedPnl":0.07,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2613,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":924,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2599,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":846,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":735}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.71,"realizedPnl":-11.28,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2599,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":389,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":454}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2596,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":580,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":852}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.17,"realizedPnl":0.18,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2701,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1810,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1253,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1090,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2701,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1351,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64,1.77,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.9,"realizedPnl":-0.14,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1381,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1081,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2598,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64,0]},"boardOverhead":{"sessions":3028,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24,1.18]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6463,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4443,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56664,"dedupedMsgs":24883,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T05:51:08.747Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T05:51:33.951Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3058ms, prompt 24983b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T05:51:33.951Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T06:50:31.610Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6601,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1652.78,"BTC":62855.66,"SSV":2.17,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T06:44:48.872Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.28,"realizedPnl":0.29,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2656,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1139,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2615,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2614,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81,9.77,9.49,8.66],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.74,"realizedPnl":3.64,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2761,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1137,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2656,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":405,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":99.35,"realizedPnl":-0.66,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2673,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":984,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2659,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":906,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":675}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.48,"realizedPnl":-11.51,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2659,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":449,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":394}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2656,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":640,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":792}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.72,"realizedPnl":-0.28,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2761,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1870,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1313,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1150,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2761,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1411,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64,1.77],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.49,"realizedPnl":-0.5,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1441,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1141,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2688,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62,0.64]},"boardOverhead":{"sessions":3076,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12,1.24]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6601,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4533,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56790,"dedupedMsgs":25009,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T06:51:06.148Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T06:51:30.934Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3204ms, prompt 24984b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T06:51:30.934Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T07:50:31.896Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6743,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1658.77,"BTC":62985.52,"SSV":2.18,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T07:44:49.410Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0,0.71],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.39,"realizedPnl":0.39,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2716,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1199,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2675,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2674,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81,9.77,9.49],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.81,"realizedPnl":2.74,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2821,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1197,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2716,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":465,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":99.58,"realizedPnl":-0.42,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2733,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1044,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2719,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":966,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":615}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0,0.13],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.58,"realizedPnl":-11.41,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2719,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":509,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":334}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2716,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":700,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":732}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.89,"realizedPnl":-0.11,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2821,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1930,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1373,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1210,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2821,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1471,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32,2.64],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.65,"realizedPnl":-0.38,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1501,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1201,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2782,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56,0.62]},"boardOverhead":{"sessions":3124,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46,2.12]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6743,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4627,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":56920,"dedupedMsgs":25139,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T07:51:06.828Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T07:51:31.504Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3334ms, prompt 24984b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T07:51:31.504Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T08:50:31.936Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":6884,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1668.81,"BTC":63304.23,"SSV":2.2,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T08:44:49.960Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.58,"realizedPnl":0.59,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2776,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1259,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2735,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2734,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81,9.77],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.93,"realizedPnl":0.78,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2881,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1257,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2776,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":525,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.07,"realizedPnl":0.07,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2793,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1104,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2779,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1026,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":555}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.77,"realizedPnl":-11.22,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2779,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":569,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":274}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2776,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":760,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":672}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.26,"realizedPnl":0.27,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2881,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":1990,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1433,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1270,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2881,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1531,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14,5.32],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.95,"realizedPnl":-0.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1561,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1261,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2875,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98,0.56]},"boardOverhead":{"sessions":3172,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48,1.46]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":6884,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4720,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57049,"dedupedMsgs":25268,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T08:51:11.002Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T08:51:36.186Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3186ms, prompt 24984b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T08:51:36.186Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T09:50:32.113Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7027,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1681.07,"BTC":63826.09,"SSV":2.21,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T09:44:50.546Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.77,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2836,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1319,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2795,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2794,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37,16.81],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.09,"realizedPnl":-1.06,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":2941,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1317,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2836,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":585,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.36,"realizedPnl":0.35,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2853,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1164,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2839,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1086,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":495}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.03,"realizedPnl":-10.97,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2839,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":629,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":214}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2836,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":820,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":612}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.74,"realizedPnl":0.76,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":2941,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2050,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1493,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1330,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":2941,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1591,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59,2.14],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.27,"realizedPnl":0.25,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1621,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1321,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":2970,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87,0.98]},"boardOverhead":{"sessions":3220,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66,1.48]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7027,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4815,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57180,"dedupedMsgs":25399,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T09:51:09.364Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T09:51:34.546Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3142ms, prompt 24984b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T09:51:34.546Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T10:50:32.317Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7170,"deals":151,"openIntents":0,"totalIntents":1570},"oracle":{"USDC":1,"ETH":1673.1,"BTC":63601.87,"SSV":2.22,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T10:44:51.011Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.35],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.74,"realizedPnl":0.75,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2896,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1379,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2855,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2854,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,22.37],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747,"realizedPnl":-0.82,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3001,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1377,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2896,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":645,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.56,"realizedPnl":0.56,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2913,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1224,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2899,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1146,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":435}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.89,"realizedPnl":-11.1,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2899,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":689,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":154}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2896,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":880,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":552}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.52,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3001,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2110,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1553,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1390,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3001,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1651,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5.59],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.2,"realizedPnl":0.19,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1681,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1381,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3064,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51,1.87]},"boardOverhead":{"sessions":3269,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,1.66]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7170,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":4909,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57310,"dedupedMsgs":25529,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T10:51:08.565Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1570,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T10:51:35.721Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 5908ms, prompt 24984b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T10:51:35.721Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T11:50:32.523Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7312,"deals":151,"openIntents":1,"totalIntents":1571},"oracle":{"USDC":1,"ETH":1673.28,"BTC":63718.77,"SSV":2.21,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T11:44:51.618Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.71,"realizedPnl":0.71,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":2956,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1439,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2915,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2914,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":747.01,"realizedPnl":-0.5,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3061,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1437,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":2956,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":705,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.34,"realizedPnl":0.34,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":2973,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1284,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":2959,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1206,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":375}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.92,"realizedPnl":-11.07,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":2959,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":749,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":94}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":2956,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":940,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":492}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.57,"realizedPnl":0.57,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3061,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2170,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1613,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1450,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3061,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1711,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.18,"realizedPnl":0.15,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1741,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1441,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3158,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27,0.51]},"boardOverhead":{"sessions":3317,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7312,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5003,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57440,"dedupedMsgs":25659,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T11:51:05.470Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1571,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T11:51:29.918Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3049ms, prompt 25054b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T11:51:29.918Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T12:50:32.670Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7455,"deals":151,"openIntents":0,"totalIntents":1571},"oracle":{"USDC":1,"ETH":1663.77,"BTC":63356.41,"SSV":2.22,"AAPL":295.52,"NVDA":204.82,"MSFT":390.26},"oracleAt":"2026-06-12T12:44:52.190Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.65,"realizedPnl":0.65,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3016,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1499,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.9,"realizedPnl":-2.43,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":2975,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":2974,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.89,"realizedPnl":0.01,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3121,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1497,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3016,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":765,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.53,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3033,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1344,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3019,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1266,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":315}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.73,"realizedPnl":-11.26,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3019,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":809,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":true,"nextFallbackMin":34}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.33,"realizedPnl":1.07,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3016,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1000,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":432}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.26,"realizedPnl":0.26,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3121,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2230,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.34,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1673,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1510,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.02,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3121,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1771,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.05,"realizedPnl":0.05,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1801,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1501,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3254,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13,0.27]},"boardOverhead":{"sessions":3364,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7455,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5099,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57572,"dedupedMsgs":25791,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T12:51:08.744Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1571,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T12:51:35.949Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 5547ms, prompt 24983b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T12:51:35.949Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T13:50:33.931Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7600,"deals":151,"openIntents":3,"totalIntents":1574},"oracle":{"USDC":1,"ETH":1655.85,"BTC":63089.99,"SSV":2.2,"AAPL":292.46,"NVDA":204.48,"MSFT":382.87},"oracleAt":"2026-06-12T13:44:52.783Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.47,"realizedPnl":0.48,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3076,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1559,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.56,"realizedPnl":-2.77,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3035,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3034,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.35,"realizedPnl":4.6,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3181,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1557,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3076,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":825,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.05,"realizedPnl":0.04,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3093,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1404,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3079,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1326,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":255}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44,0.26],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.26,"realizedPnl":-11.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3079,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":869,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.07,"realizedPnl":0.81,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3076,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1060,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":372}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.56,"realizedPnl":-0.43,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3181,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2290,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.31,"realizedPnl":0.3,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1733,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1570,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.74,"realizedPnl":0.74,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3181,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1831,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.33,"realizedPnl":-0.68,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1861,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1561,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3350,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0,0.13]},"boardOverhead":{"sessions":3413,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7600,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5195,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57704,"dedupedMsgs":25923,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T13:51:09.008Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1574,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T13:51:34.011Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3352ms, prompt 25232b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T13:51:34.011Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T14:50:34.288Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7751,"deals":151,"openIntents":3,"totalIntents":1575},"oracle":{"USDC":1,"ETH":1667.56,"BTC":63459.52,"SSV":2.22,"AAPL":291.14,"NVDA":204.53,"MSFT":384.23},"oracleAt":"2026-06-12T14:44:53.352Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.68,"realizedPnl":0.69,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3136,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1619,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.62,"realizedPnl":-2.71,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3095,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3094,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.44,"realizedPnl":2.71,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3241,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1617,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22,0.19],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3136,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":885,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.54,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3153,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1464,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3139,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1386,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":195}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96,0.44],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.54,"realizedPnl":-11.46,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3139,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":929,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3136,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1120,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":312}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":99.97,"realizedPnl":-0.03,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3241,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2350,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.31,"realizedPnl":0.32,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1793,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1630,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.66,"realizedPnl":0.66,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3241,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1891,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.65,"realizedPnl":-0.38,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1921,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1621,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3453,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0,0]},"boardOverhead":{"sessions":3461,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7751,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5298,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57843,"dedupedMsgs":26062,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T14:51:07.912Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1575,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T14:51:32.035Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3006ms, prompt 25215b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T14:51:32.035Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T15:50:34.472Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":7902,"deals":151,"openIntents":2,"totalIntents":1575},"oracle":{"USDC":1,"ETH":1670.55,"BTC":63869.25,"SSV":2.23,"AAPL":291.88,"NVDA":205.23,"MSFT":387.15},"oracleAt":"2026-06-12T15:44:53.937Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.81,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3196,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1679,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.79,"realizedPnl":-2.54,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3155,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3154,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.65,"realizedPnl":0.2,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3301,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1677,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0,0.22],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3196,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":945,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.81,"realizedPnl":0.8,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3213,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1524,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.35],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3199,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1446,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":135}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13,0.96],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.83,"realizedPnl":-11.18,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3199,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":989,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":100.02,"realizedPnl":0.76,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3196,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1180,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":252}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.39,"realizedPnl":0.39,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3301,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2410,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.4,"realizedPnl":0.4,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1853,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1690,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.83,"realizedPnl":0.85,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3301,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":1951,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.03,"realizedPnl":0.03,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":1981,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1681,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3555,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27,0]},"boardOverhead":{"sessions":3510,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":7902,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5400,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":57981,"dedupedMsgs":26200,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T15:51:04.809Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1575,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T15:51:29.125Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3167ms, prompt 25148b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T15:51:29.125Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T16:50:34.546Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8054,"deals":151,"openIntents":3,"totalIntents":1576},"oracle":{"USDC":1,"ETH":1668.07,"BTC":63811.35,"SSV":2.23,"AAPL":291.14,"NVDA":204.65,"MSFT":387.72},"oracleAt":"2026-06-12T16:44:54.461Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.79,"realizedPnl":0.78,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3256,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1739,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.78,"realizedPnl":-2.55,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3215,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3214,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.59,"realizedPnl":0.96,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3361,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1737,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3256,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1005,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.8,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3273,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1584,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3259,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1506,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":75}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38,0.13],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.78,"realizedPnl":-11.21,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3259,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1049,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3256,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1240,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":192}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.29,"realizedPnl":0.27,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3361,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2470,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.33,"realizedPnl":0.33,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1913,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1750,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.68,"realizedPnl":0.68,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3361,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2011,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.95,"realizedPnl":-0.06,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2041,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1741,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3660,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3,0.27]},"boardOverhead":{"sessions":3557,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8054,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5505,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58122,"dedupedMsgs":26341,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T16:51:06.399Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1576,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T16:51:31.050Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3105ms, prompt 25218b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T16:51:31.050Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T17:50:35.012Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8207,"deals":151,"openIntents":5,"totalIntents":1578},"oracle":{"USDC":1,"ETH":1668.08,"BTC":63790,"SSV":2.23,"AAPL":290.57,"NVDA":205.03,"MSFT":386.76},"oracleAt":"2026-06-12T17:44:55.068Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.78,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3316,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1799,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.76,"realizedPnl":-2.57,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3275,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3274,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.53,"realizedPnl":1.16,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3421,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1797,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3316,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1065,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.79,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3333,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1644,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.81,"realizedPnl":22,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3319,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1566,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":true,"nextFallbackMin":15}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82,0.38],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.75,"realizedPnl":-11.25,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3319,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1109,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.91,"realizedPnl":0.65,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3316,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1300,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":132}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.22,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3421,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2530,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.37,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":1973,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1810,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.7,"realizedPnl":0.71,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3421,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2071,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.88,"realizedPnl":-0.1,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2101,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1801,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3764,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0.3]},"boardOverhead":{"sessions":3606,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8207,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5609,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58264,"dedupedMsgs":26483,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T17:51:06.060Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1578,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T17:51:31.206Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3463ms, prompt 25364b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T17:51:31.206Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T18:50:36.397Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8359,"deals":151,"openIntents":4,"totalIntents":1579},"oracle":{"USDC":1,"ETH":1670.61,"BTC":63822.16,"SSV":2.21,"AAPL":290.63,"NVDA":205.15,"MSFT":388.72},"oracleAt":"2026-06-12T18:44:55.660Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.71,"realizedPnl":0.7,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3376,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1859,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.85,"realizedPnl":-2.48,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3335,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3334,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.64,"realizedPnl":1.38,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3481,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1857,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17,0.16],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3376,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1125,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.35,"realizedPnl":0.35,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3393,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1704,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3379,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1626,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1,0.82],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.89,"realizedPnl":-11.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3379,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1169,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.91,"realizedPnl":0.65,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3376,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1360,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":72}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.31,"realizedPnl":0.34,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3481,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2590,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.39,"realizedPnl":0.39,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2033,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1870,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.74,"realizedPnl":0.74,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3481,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2131,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.88,"realizedPnl":-0.14,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2161,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1861,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3868,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0]},"boardOverhead":{"sessions":3654,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8359,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5713,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58403,"dedupedMsgs":26622,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T18:51:09.136Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1579,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T18:51:34.168Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3425ms, prompt 25311b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T18:51:34.168Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T19:50:37.816Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8510,"deals":151,"openIntents":4,"totalIntents":1579},"oracle":{"USDC":1,"ETH":1665.74,"BTC":63604.5,"SSV":2.22,"AAPL":290.58,"NVDA":204.4,"MSFT":389.91},"oracleAt":"2026-06-12T19:44:56.232Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.69,"realizedPnl":0.71,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3436,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1919,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.86,"realizedPnl":-2.47,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3395,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3394,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.6,"realizedPnl":1.68,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3541,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1917,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0,0.17],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3436,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1185,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.56,"realizedPnl":0.56,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3453,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1764,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3439,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1686,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35,1.1],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.8,"realizedPnl":-11.2,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3439,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1229,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.91,"realizedPnl":0.65,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3436,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1420,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":true,"nextFallbackMin":12}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.15,"realizedPnl":0.13,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3541,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2650,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.29,"realizedPnl":0.3,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2093,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1930,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.59,"realizedPnl":0.59,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3541,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2191,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.84,"realizedPnl":-0.17,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2221,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1921,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":3971,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15]},"boardOverhead":{"sessions":3702,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8510,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5816,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58543,"dedupedMsgs":26762,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T19:51:07.864Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1579,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T19:51:32.317Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3049ms, prompt 25311b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T19:51:32.317Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T20:50:39.022Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8671,"deals":151,"openIntents":4,"totalIntents":1579},"oracle":{"USDC":1,"ETH":1665.34,"BTC":63489.01,"SSV":2.22,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-12T20:44:56.737Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.67,"realizedPnl":0.69,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3496,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":1979,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3455,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3454,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.66,"realizedPnl":1.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3601,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":1977,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3496,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1245,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.54,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3513,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1824,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3499,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1746,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0,0.35],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.82,"realizedPnl":-11.17,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3499,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1289,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3496,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1480,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.19,"realizedPnl":0.18,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3601,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2710,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2153,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":1990,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3601,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2251,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.89,"realizedPnl":-0.13,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2281,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":1981,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4082,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3752,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8671,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":5927,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58692,"dedupedMsgs":26911,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T20:51:05.890Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1579,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T20:51:31.060Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3186ms, prompt 25318b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T20:51:31.060Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T21:50:39.490Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8830,"deals":151,"openIntents":4,"totalIntents":1579},"oracle":{"USDC":1,"ETH":1664.83,"BTC":63499.28,"SSV":2.21,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-12T21:44:57.347Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.63,"realizedPnl":0.62,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3556,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2039,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3515,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3514,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.66,"realizedPnl":1.51,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3661,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2037,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0,0.15],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3556,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1305,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.32,"realizedPnl":0.32,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3573,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1884,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3559,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1806,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.82,"realizedPnl":-11.17,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3559,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1349,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3556,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1540,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.16,"realizedPnl":0.16,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3661,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2770,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2213,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2050,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3661,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2311,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.84,"realizedPnl":-0.18,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2341,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2041,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4193,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3800,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8830,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6038,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58838,"dedupedMsgs":27057,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T21:51:07.550Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1579,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T21:51:32.129Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2914ms, prompt 25317b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T21:51:32.129Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T22:50:40.534Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":8990,"deals":151,"openIntents":4,"totalIntents":1579},"oracle":{"USDC":1,"ETH":1661.58,"BTC":63474.86,"SSV":2.2,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-12T22:44:58.005Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.56,"realizedPnl":0.55,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3616,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2099,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3575,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3574,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.62,"realizedPnl":2.19,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3721,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2097,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3616,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1365,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.09,"realizedPnl":0.1,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3633,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":1944,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3619,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1866,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.26],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.78,"realizedPnl":-11.21,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3619,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1409,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3616,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1600,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.07,"realizedPnl":0.08,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3721,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2830,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2273,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2110,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3721,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2371,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.73,"realizedPnl":-0.31,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2401,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2101,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4306,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3847,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":8990,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6151,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":58986,"dedupedMsgs":27205,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T22:51:10.535Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1579,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T22:51:34.735Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3097ms, prompt 25317b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T22:51:34.735Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-12T23:50:41.489Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9152,"deals":151,"openIntents":5,"totalIntents":1580},"oracle":{"USDC":1,"ETH":1662.08,"BTC":63468.87,"SSV":2.2,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-12T23:44:58.504Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.56,"realizedPnl":0.56,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3676,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2159,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3635,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3634,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.62,"realizedPnl":2.17,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3781,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2157,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.13],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3676,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1425,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.09,"realizedPnl":0.09,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3693,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2004,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3679,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1926,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.78,"realizedPnl":-11.21,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3679,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1469,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3676,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1660,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.08,"realizedPnl":0.09,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3781,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2890,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2333,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2170,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3781,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2431,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.73,"realizedPnl":-0.32,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2461,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2161,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4419,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3896,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9152,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6264,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59137,"dedupedMsgs":27356,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-12T23:51:05.314Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1580,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-12T23:51:29.799Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3077ms, prompt 25408b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-12T23:51:29.799Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T00:50:42.509Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9312,"deals":151,"openIntents":5,"totalIntents":1580},"oracle":{"USDC":1,"ETH":1666.08,"BTC":63553.94,"SSV":2.21,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T00:44:59.069Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.64,"realizedPnl":0.66,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3736,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2219,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3695,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3694,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.67,"realizedPnl":1.38,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3841,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2217,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3736,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1485,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.32,"realizedPnl":0.33,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3753,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2064,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3739,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":1986,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.84,"realizedPnl":-11.15,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3739,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1529,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3736,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1720,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.21,"realizedPnl":0.22,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3841,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":2950,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2393,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2230,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3841,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2491,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.86,"realizedPnl":-0.18,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2521,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2221,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4531,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3944,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9312,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6376,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59285,"dedupedMsgs":27504,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T00:51:08.381Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1580,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T00:51:32.934Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3170ms, prompt 25407b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T00:51:32.934Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T01:50:43.903Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9477,"deals":151,"openIntents":5,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1671.8,"BTC":63720.79,"SSV":2.24,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T01:44:59.677Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.84,"realizedPnl":0.83,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3796,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2279,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3755,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3754,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.74,"realizedPnl":-0.53,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3901,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2277,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3796,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1545,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.01,"realizedPnl":1.01,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3813,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2124,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3799,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2046,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.95,"realizedPnl":-11.04,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3799,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1589,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3796,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1780,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.45,"realizedPnl":0.45,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3901,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3010,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2453,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2290,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3901,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2551,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.14,"realizedPnl":0.1,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2581,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2281,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4646,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":3994,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9477,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6491,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59438,"dedupedMsgs":27657,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T01:51:03.831Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T01:51:28.207Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3164ms, prompt 25386b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T01:51:28.207Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T02:50:44.661Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9637,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1666.26,"BTC":63588.07,"SSV":2.22,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T02:45:00.307Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.7,"realizedPnl":0.71,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3856,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2339,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3815,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3814,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.68,"realizedPnl":0.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":3961,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2337,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3856,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1605,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.56,"realizedPnl":0.55,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3873,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2184,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3859,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2106,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.85,"realizedPnl":-11.14,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3859,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1649,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3856,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1840,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.25,"realizedPnl":0.25,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":3961,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3070,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2513,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2350,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":3961,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2611,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.93,"realizedPnl":-0.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2641,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2341,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4758,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4042,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9637,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6603,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59586,"dedupedMsgs":27805,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T02:51:03.942Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T02:51:28.228Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3039ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T02:51:28.228Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T03:52:45.310Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9802,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1664.4,"BTC":63470.26,"SSV":2.2,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T03:45:00.907Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.57,"realizedPnl":0.57,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3918,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2401,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3877,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3876,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.64,"realizedPnl":2.08,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4023,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2399,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3918,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1667,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.09,"realizedPnl":0.09,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3935,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2246,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3921,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2168,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.8,"realizedPnl":-11.19,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3921,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1711,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3918,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1902,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.11,"realizedPnl":0.12,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4023,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3132,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2575,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2412,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4023,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2674,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.75,"realizedPnl":-0.31,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2703,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2403,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4872,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4093,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9802,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6717,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59738,"dedupedMsgs":27957,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T03:52:48.970Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T03:53:13.038Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2911ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T03:53:13.038Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T04:50:45.970Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":9955,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1666.72,"BTC":63589.19,"SSV":2.21,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T04:45:01.392Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.66,"realizedPnl":0.66,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":3976,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2459,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3935,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3934,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.68,"realizedPnl":1.3,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4081,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2457,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":3976,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1725,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.33,"realizedPnl":0.32,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":3993,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2304,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":3979,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2226,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.86,"realizedPnl":-11.13,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":3979,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1769,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":3976,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":1960,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.24,"realizedPnl":0.24,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4081,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3190,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2633,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2470,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4081,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2732,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.87,"realizedPnl":-0.15,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2761,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2461,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":4980,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4138,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":9955,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6825,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":59879,"dedupedMsgs":28098,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T04:51:05.815Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T04:51:30.007Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3083ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T04:51:30.007Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T05:50:46.714Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10116,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1663.59,"BTC":63542.99,"SSV":2.19,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T05:45:01.922Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.53,"realizedPnl":0.52,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4036,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2519,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":3995,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":3994,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.64,"realizedPnl":2.5,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4141,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2517,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4036,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1785,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":99.87,"realizedPnl":-0.13,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4053,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2364,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4039,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2286,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.82,"realizedPnl":-11.17,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4039,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1829,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4036,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2020,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.12,"realizedPnl":0.11,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4141,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3250,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2693,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2530,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4141,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2792,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.71,"realizedPnl":-0.33,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2821,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2521,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5093,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4186,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10116,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":6938,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60027,"dedupedMsgs":28246,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T05:51:07.723Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T05:51:32.045Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3066ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T05:51:32.045Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T06:50:47.378Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10278,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1666.12,"BTC":63642.55,"SSV":2.2,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T06:45:02.522Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.6,"realizedPnl":0.61,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4096,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2579,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4055,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4054,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.68,"realizedPnl":1.73,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4201,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2577,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4096,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1845,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.11,"realizedPnl":0.11,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4113,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2424,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4099,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2346,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.87,"realizedPnl":-11.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4099,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1889,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4096,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2080,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.24,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4201,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3310,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2753,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2590,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4201,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2852,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":99.82,"realizedPnl":-0.21,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2881,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2581,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5207,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4234,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10278,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7052,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60178,"dedupedMsgs":28397,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T06:51:08.006Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T06:51:32.072Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2866ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T06:51:32.072Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T07:50:48.105Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10440,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1672.58,"BTC":63788.83,"SSV":2.22,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T07:45:03.033Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.77,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4156,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2639,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4115,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4114,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.75,"realizedPnl":0.23,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4261,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2637,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4156,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1905,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.58,"realizedPnl":0.58,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4173,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2484,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4159,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2406,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.98,"realizedPnl":-11.01,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4159,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":1949,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4156,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2140,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.44,"realizedPnl":0.43,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4261,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3370,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2813,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2650,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4261,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2912,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.04,"realizedPnl":0.01,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":2941,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2641,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5321,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4282,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10440,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7166,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60328,"dedupedMsgs":28547,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T07:51:04.753Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T07:51:29.288Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3286ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T07:51:29.288Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T08:50:48.897Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10599,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1675.49,"BTC":63840.42,"SSV":2.23,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T08:45:03.656Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.84,"realizedPnl":0.84,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4216,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2699,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4175,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4174,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.78,"realizedPnl":-0.43,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4321,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2697,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4216,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":1965,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.81,"realizedPnl":0.79,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4233,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2544,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4219,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2466,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.01,"realizedPnl":-10.98,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4219,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2009,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4216,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2200,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.54,"realizedPnl":0.55,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4321,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3430,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2873,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2710,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4321,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":2972,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.14,"realizedPnl":0.14,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3001,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2701,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5432,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4330,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10599,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7277,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60475,"dedupedMsgs":28694,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T08:51:09.559Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T08:51:34.188Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3043ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T08:51:34.188Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T09:50:49.086Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10759,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1673.95,"BTC":63778.8,"SSV":2.23,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T09:45:04.277Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.82,"realizedPnl":0.81,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4276,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2759,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4235,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4234,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.75,"realizedPnl":-0.26,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4381,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2757,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4276,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2025,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.8,"realizedPnl":0.8,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4293,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2604,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4279,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2526,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":96.99,"realizedPnl":-11.01,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4279,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2069,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4276,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2260,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.48,"realizedPnl":0.47,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4381,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3490,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2933,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2770,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4381,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3032,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.11,"realizedPnl":0.1,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3061,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2761,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5544,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4378,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10759,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7389,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60623,"dedupedMsgs":28842,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T09:51:07.617Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T09:51:31.913Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2958ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T09:51:31.914Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T10:50:49.324Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":10918,"deals":151,"openIntents":4,"totalIntents":1581},"oracle":{"USDC":1,"ETH":1674.13,"BTC":63825.21,"SSV":2.22,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T10:45:04.687Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.77,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4336,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2819,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4295,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4294,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.77,"realizedPnl":0.1,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4441,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2817,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4336,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2085,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":100.59,"realizedPnl":0.58,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4353,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2664,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4339,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2586,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97,"realizedPnl":-11,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4339,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2129,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4336,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2320,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.49,"realizedPnl":0.5,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4441,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3550,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":2993,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2830,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4441,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3092,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.06,"realizedPnl":0.06,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3121,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2821,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5655,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4426,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":10918,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7500,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60770,"dedupedMsgs":28989,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T10:51:03.469Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1581,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T10:51:28.157Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3237ms, prompt 25315b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T10:51:28.157Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T11:50:50.226Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11079,"deals":151,"openIntents":5,"totalIntents":1582},"oracle":{"USDC":1,"ETH":1676.28,"BTC":63871.95,"SSV":2.24,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T11:45:05.289Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.89,"realizedPnl":0.9,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4396,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2879,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4355,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4354,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.78,"realizedPnl":-0.98,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4501,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2877,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4396,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2145,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.03,"realizedPnl":1.03,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4413,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2724,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4399,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2646,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.03,"realizedPnl":-10.96,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4399,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2189,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4396,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2380,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.6,"realizedPnl":0.59,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4501,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3610,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3053,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2890,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4501,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3152,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.23,"realizedPnl":0.18,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3181,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2881,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5768,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4474,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11079,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7613,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":60919,"dedupedMsgs":29138,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T11:51:05.001Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1582,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T11:51:29.314Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3140ms, prompt 25411b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T11:51:29.314Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T12:50:51.227Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11242,"deals":151,"openIntents":4,"totalIntents":1582},"oracle":{"USDC":1,"ETH":1677.27,"BTC":63965.05,"SSV":2.24,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T12:45:05.881Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.92,"realizedPnl":0.91,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4456,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2939,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4415,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4414,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.8,"realizedPnl":-1.18,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4561,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2937,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4456,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2205,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.04,"realizedPnl":1.04,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4473,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2784,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4459,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2706,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.07,"realizedPnl":-10.92,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4459,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2249,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4456,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2440,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.66,"realizedPnl":0.65,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4561,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3670,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3113,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":2950,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4561,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3212,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.27,"realizedPnl":0.23,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3242,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":2941,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5883,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4522,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11242,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7728,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61070,"dedupedMsgs":29289,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T12:51:07.395Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1582,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T12:51:32.321Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3094ms, prompt 25314b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T12:51:32.321Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T13:50:51.549Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11403,"deals":151,"openIntents":3,"totalIntents":1582},"oracle":{"USDC":1,"ETH":1678.72,"BTC":64123,"SSV":2.24,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T13:45:06.417Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":100.95,"realizedPnl":0.93,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4516,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":2999,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4475,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4474,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.84,"realizedPnl":-1.48,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4621,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":2997,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4516,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2265,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.06,"realizedPnl":1.06,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4533,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2844,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4519,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2766,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.13,"realizedPnl":-10.86,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4519,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2309,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4516,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2500,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.77,"realizedPnl":0.77,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4621,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3730,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3173,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3010,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4621,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3272,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.32,"realizedPnl":0.28,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3302,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3001,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":5996,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4570,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11403,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7841,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61219,"dedupedMsgs":29438,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T13:51:06.844Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1582,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T13:51:31.348Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2902ms, prompt 25228b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T13:51:31.348Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T14:50:51.807Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11563,"deals":151,"openIntents":3,"totalIntents":1582},"oracle":{"USDC":1,"ETH":1678.6,"BTC":64142.72,"SSV":2.27,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T14:45:07.100Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.09,"realizedPnl":1.09,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4576,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3059,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4535,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4534,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.83,"realizedPnl":-2.98,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4681,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3057,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4576,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2325,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.73,"realizedPnl":1.75,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4593,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2904,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4579,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2826,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.14,"realizedPnl":-10.85,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4579,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2369,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4576,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2560,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.84,"realizedPnl":0.84,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4681,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3790,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3233,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3070,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4681,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3332,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.51,"realizedPnl":0.51,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3362,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3061,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6108,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4618,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11563,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":7953,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61367,"dedupedMsgs":29586,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T14:51:04.595Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1582,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T14:51:29.139Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2910ms, prompt 25227b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T14:51:29.139Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T15:50:52.022Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11724,"deals":151,"openIntents":6,"totalIntents":1585},"oracle":{"USDC":1,"ETH":1678.9,"BTC":64206.12,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T15:45:07.688Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.34,"realizedPnl":1.34,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4636,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3119,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4595,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4594,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.85,"realizedPnl":-5.4,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4741,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3117,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4636,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2385,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.86,"realizedPnl":2.85,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4653,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":2964,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4639,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2886,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.15,"realizedPnl":-10.83,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4639,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2429,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4636,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2620,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101,"realizedPnl":1.01,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4741,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3850,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3293,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3130,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4741,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3392,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.85,"realizedPnl":0.83,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3422,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3121,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6220,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4667,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11724,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8065,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61516,"dedupedMsgs":29735,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T15:51:04.824Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1584,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T15:51:29.099Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3009ms, prompt 25464b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T15:51:29.099Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T16:50:52.607Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":11884,"deals":151,"openIntents":4,"totalIntents":1586},"oracle":{"USDC":1,"ETH":1673.43,"BTC":64021.71,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T16:45:08.187Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.17,"realizedPnl":1.18,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4696,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3179,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4655,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4654,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.78,"realizedPnl":-3.88,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4801,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3177,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4696,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2445,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.4,"realizedPnl":2.39,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4713,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3024,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4699,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":2946,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.04,"realizedPnl":-10.95,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4699,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2489,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4696,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2680,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.78,"realizedPnl":0.77,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4801,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3910,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3353,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3190,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4801,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3452,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.62,"realizedPnl":0.6,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3482,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3181,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6331,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4716,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":11884,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8176,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61663,"dedupedMsgs":29882,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T16:51:04.532Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1586,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T16:51:28.861Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2970ms, prompt 25299b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T16:51:28.861Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T17:50:53.212Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12044,"deals":151,"openIntents":3,"totalIntents":1587},"oracle":{"USDC":1,"ETH":1676.63,"BTC":64068.17,"SSV":2.31,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T17:45:08.637Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.25,"realizedPnl":1.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4756,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3239,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4715,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4714,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.81,"realizedPnl":-4.62,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4861,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3237,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4756,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2505,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.62,"realizedPnl":2.64,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4773,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3084,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4759,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3007,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.09,"realizedPnl":-10.89,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4759,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2549,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4756,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2740,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.87,"realizedPnl":0.87,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4861,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":3970,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3413,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3250,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4861,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3512,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.73,"realizedPnl":0.7,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3542,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3241,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6444,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4763,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12044,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8289,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61811,"dedupedMsgs":30030,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T17:51:06.004Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1587,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T17:51:31.033Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3038ms, prompt 25228b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T17:51:31.033Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T18:50:54.463Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12205,"deals":151,"openIntents":3,"totalIntents":1589},"oracle":{"USDC":1,"ETH":1681.5,"BTC":64238.33,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T18:45:09.274Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.25,"realizedPnl":1.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4816,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3299,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4775,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4774,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.87,"realizedPnl":-4.61,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4921,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3297,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4816,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2565,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.42,"realizedPnl":2.42,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4833,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3144,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4819,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3067,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.19,"realizedPnl":-10.81,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4819,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2609,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4816,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2800,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.01,"realizedPnl":1,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4921,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4030,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3473,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3310,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4921,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3572,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.75,"realizedPnl":0.73,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3602,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3301,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6557,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4811,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12205,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8402,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":61960,"dedupedMsgs":30179,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T18:51:07.823Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1589,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T18:51:33.458Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3162ms, prompt 25238b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T18:51:33.458Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T19:50:54.791Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12366,"deals":151,"openIntents":3,"totalIntents":1591},"oracle":{"USDC":1,"ETH":1679.02,"BTC":64262.39,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T19:45:09.826Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.24,"realizedPnl":1.26,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4876,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3359,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4835,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4834,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.85,"realizedPnl":-4.54,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":4981,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3357,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4876,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2625,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.43,"realizedPnl":2.42,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4893,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3204,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4879,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3127,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.17,"realizedPnl":-10.82,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4879,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2669,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4876,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2860,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.98,"realizedPnl":0.98,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":4981,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4090,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3533,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3370,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":4981,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3632,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.73,"realizedPnl":0.72,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3662,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3361,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6670,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4859,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12366,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8515,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62110,"dedupedMsgs":30329,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T19:51:12.860Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1591,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T19:51:37.257Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2849ms, prompt 25238b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T19:51:37.257Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T20:50:55.020Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12529,"deals":151,"openIntents":1,"totalIntents":1591},"oracle":{"USDC":1,"ETH":1674.94,"BTC":64223.01,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T20:45:10.548Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.21,"realizedPnl":1.21,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4936,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3419,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4895,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4894,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.81,"realizedPnl":-4.26,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5041,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3417,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4936,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2685,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.42,"realizedPnl":2.41,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":4953,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3264,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4939,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3187,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.12,"realizedPnl":-10.87,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4939,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2729,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4936,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2920,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.9,"realizedPnl":0.9,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5041,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4150,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3593,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3430,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5041,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3692,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.69,"realizedPnl":0.67,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3722,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3421,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6784,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4908,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12529,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8629,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62261,"dedupedMsgs":30480,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T20:51:04.909Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1591,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T20:51:29.223Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3072ms, prompt 25068b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T20:51:29.223Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T21:50:55.256Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12689,"deals":151,"openIntents":1,"totalIntents":1592},"oracle":{"USDC":1,"ETH":1687.18,"BTC":64535.09,"SSV":2.35,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T21:45:10.927Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.57,"realizedPnl":1.57,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":4996,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3479,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":4955,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":4954,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.95,"realizedPnl":-7.71,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5101,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3477,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":4996,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2745,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.58,"realizedPnl":3.58,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5013,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3324,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":4999,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3247,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.32,"realizedPnl":-10.67,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":4999,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2789,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":4996,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":2980,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.36,"realizedPnl":1.37,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5101,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4210,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3653,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3490,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5101,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3752,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":101.21,"realizedPnl":1.19,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3782,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3481,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":6896,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":4956,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12689,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8741,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62409,"dedupedMsgs":30628,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T21:51:05.429Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1592,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T21:51:30.363Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3268ms, prompt 25159b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T21:51:30.363Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T22:50:55.522Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":12848,"deals":151,"openIntents":0,"totalIntents":1592},"oracle":{"USDC":1,"ETH":1682.55,"BTC":64483.08,"SSV":2.35,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T22:45:11.531Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.53,"realizedPnl":1.53,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5056,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3539,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5015,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5014,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.91,"realizedPnl":-7.39,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5161,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3537,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5056,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2805,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.57,"realizedPnl":3.57,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5073,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3384,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5059,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3307,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.27,"realizedPnl":-10.73,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5059,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2849,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5056,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3040,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.27,"realizedPnl":1.27,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5161,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4270,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3713,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3550,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5161,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3812,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":101.15,"realizedPnl":1.14,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3842,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3541,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7007,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5004,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":12848,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8852,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62556,"dedupedMsgs":30775,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T22:51:06.760Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1592,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T22:51:31.298Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2872ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T22:51:31.298Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-13T23:50:56.179Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13008,"deals":151,"openIntents":0,"totalIntents":1592},"oracle":{"USDC":1,"ETH":1679.56,"BTC":64432.11,"SSV":2.33,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-13T23:45:11.979Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.41,"realizedPnl":1.4,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5116,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3599,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5075,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5074,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.87,"realizedPnl":-6.23,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5221,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3597,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5116,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2865,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.12,"realizedPnl":3.12,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5133,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3444,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5119,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3367,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.22,"realizedPnl":-10.77,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5119,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2909,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5116,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3100,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.15,"realizedPnl":1.15,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5221,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4330,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3773,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3610,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5221,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3872,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.99,"realizedPnl":0.97,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3902,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3601,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7119,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5052,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13008,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":8964,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62704,"dedupedMsgs":30923,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-13T23:51:04.210Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1592,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-13T23:51:31.294Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 5663ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-13T23:51:31.294Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T00:50:57.446Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13169,"deals":151,"openIntents":0,"totalIntents":1592},"oracle":{"USDC":1,"ETH":1682.39,"BTC":64541.01,"SSV":2.31,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T00:45:12.513Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.35,"realizedPnl":1.35,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5176,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3659,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5135,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5134,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.91,"realizedPnl":-5.56,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5281,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3657,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5176,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2925,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.68,"realizedPnl":2.69,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5194,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3504,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5179,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3427,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.27,"realizedPnl":-10.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5179,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":2969,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5176,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3160,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.21,"realizedPnl":1.21,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5281,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4390,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3833,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3670,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5281,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3932,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.92,"realizedPnl":0.89,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":3962,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3662,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7232,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5100,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13169,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9077,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":62853,"dedupedMsgs":31072,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T00:51:07.405Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1592,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T00:51:32.044Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2991ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T00:51:32.044Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T01:50:58.799Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13332,"deals":151,"openIntents":0,"totalIntents":1592},"oracle":{"USDC":1,"ETH":1683.76,"BTC":64550.08,"SSV":2.34,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T01:45:13.107Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.5,"realizedPnl":1.49,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5236,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3719,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5195,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5194,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.92,"realizedPnl":-7.12,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5342,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3717,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5236,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":2985,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.35,"realizedPnl":3.37,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5254,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3564,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5239,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3487,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.3,"realizedPnl":-10.69,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5239,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3029,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5236,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3220,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.3,"realizedPnl":1.31,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5342,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4450,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3893,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3730,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5342,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":3992,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":101.12,"realizedPnl":1.11,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":4022,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3722,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7346,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5149,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13332,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9191,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63004,"dedupedMsgs":31223,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T01:51:04.039Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1592,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T01:51:28.524Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3089ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T01:51:28.524Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T02:51:00.148Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13494,"deals":151,"openIntents":2,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1681.44,"BTC":64484.63,"SSV":2.34,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T02:45:13.770Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.47,"realizedPnl":1.46,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5296,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3779,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5255,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5254,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.9,"realizedPnl":-6.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5402,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3777,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5296,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3045,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.34,"realizedPnl":3.35,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5314,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3624,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5299,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3547,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.25,"realizedPnl":-10.75,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5299,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3089,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5296,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3280,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.24,"realizedPnl":1.24,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5402,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4510,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":3953,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3790,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5402,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4052,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":101.08,"realizedPnl":1.06,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":4082,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3782,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7460,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5197,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13494,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9305,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63154,"dedupedMsgs":31373,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T02:51:06.560Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T02:51:30.926Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3024ms, prompt 25167b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T02:51:30.926Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T03:51:01.457Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13653,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1679.52,"BTC":64455.04,"SSV":2.33,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T03:45:14.154Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.41,"realizedPnl":1.41,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5356,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3839,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5315,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5314,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.87,"realizedPnl":-6.29,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5462,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3837,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5356,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3105,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.12,"realizedPnl":3.12,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5374,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3684,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5359,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3607,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.23,"realizedPnl":-10.76,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5359,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3149,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5356,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3340,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.16,"realizedPnl":1.17,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5462,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4570,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":4013,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3850,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5462,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4112,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.99,"realizedPnl":0.99,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":4142,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3842,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7571,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5245,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13653,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9416,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63301,"dedupedMsgs":31520,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T03:51:07.098Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T03:51:31.472Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2978ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T03:51:31.472Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T04:51:02.756Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13812,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1676.58,"BTC":64364.22,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T04:45:14.734Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.34,"realizedPnl":1.35,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5416,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3899,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5375,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5374,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.84,"realizedPnl":-5.54,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5522,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3897,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5416,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3165,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.88,"realizedPnl":2.88,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5434,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3744,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5419,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3667,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.18,"realizedPnl":-10.81,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5419,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3209,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5416,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3400,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.05,"realizedPnl":1.06,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5522,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4630,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":4073,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3910,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5522,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4172,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.87,"realizedPnl":0.86,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":4202,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3902,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7682,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5293,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13812,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9527,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63448,"dedupedMsgs":31667,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T04:51:03.706Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T04:51:28.343Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3106ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T04:51:28.343Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T05:51:04.098Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":13971,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1677.29,"BTC":64342.91,"SSV":2.29,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T05:45:15.266Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.19,"realizedPnl":1.19,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781087692794,"containerAgeMin":5476,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":3959,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781090145993,"containerAgeMin":5435,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5434,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.84,"realizedPnl":-4.09,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781081367921,"containerAgeMin":5582,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":3957,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781087692798,"containerAgeMin":5476,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3225,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.21,"realizedPnl":2.22,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781086646600,"containerAgeMin":5494,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3804,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781087505815,"containerAgeMin":5479,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3727,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.17,"realizedPnl":-10.82,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781087505813,"containerAgeMin":5479,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3269,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781087692786,"containerAgeMin":5476,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3460,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.97,"realizedPnl":0.98,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781081367897,"containerAgeMin":5582,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4690,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781168271147,"containerAgeMin":4133,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":3970,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781081367899,"containerAgeMin":5582,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4232,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.69,"realizedPnl":0.66,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781160560372,"containerAgeMin":4262,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":3962,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7793,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5341,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":13971,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9638,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63595,"dedupedMsgs":31814,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T05:51:03.543Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T05:51:28.787Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3232ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T05:51:28.787Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T06:51:05.038Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14142,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1676.22,"BTC":64230.26,"SSV":2.35,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T06:45:15.795Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.46,"realizedPnl":1.47,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781418261578,"containerAgeMin":27,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4019,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781418261596,"containerAgeMin":27,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5494,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.82,"realizedPnl":-6.68,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781418261608,"containerAgeMin":27,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4017,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781418261617,"containerAgeMin":27,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3286,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.54,"realizedPnl":3.54,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781418261534,"containerAgeMin":27,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3864,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781418261558,"containerAgeMin":27,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3787,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.13,"realizedPnl":-10.87,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781418261599,"containerAgeMin":27,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3329,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781418261543,"containerAgeMin":27,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3520,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.05,"realizedPnl":1.04,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781418261620,"containerAgeMin":27,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4750,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781418261611,"containerAgeMin":27,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4030,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781418261604,"containerAgeMin":27,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4292,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781418261565,"containerAgeMin":27,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4022,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":7916,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5389,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14142,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9761,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63754,"dedupedMsgs":31973,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T06:51:05.069Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T06:51:29.068Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2914ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T06:51:29.068Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T07:36:51.277Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14283,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1674.95,"BTC":64309.46,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T07:35:16.301Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.32,"realizedPnl":1.31,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781418261578,"containerAgeMin":72,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4065,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781418261596,"containerAgeMin":72,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5540,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.82,"realizedPnl":-5.34,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781418261608,"containerAgeMin":72,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4063,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781418261617,"containerAgeMin":72,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3331,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.87,"realizedPnl":2.87,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781418261534,"containerAgeMin":72,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3910,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781418261558,"containerAgeMin":72,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3832,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.14,"realizedPnl":-10.85,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781418261599,"containerAgeMin":72,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3375,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781418261543,"containerAgeMin":72,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3566,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101,"realizedPnl":0.99,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781418261620,"containerAgeMin":72,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4796,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781418261611,"containerAgeMin":72,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4076,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781418261604,"containerAgeMin":72,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4338,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.85,"realizedPnl":0.84,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781418261565,"containerAgeMin":72,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4067,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8009,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5437,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14283,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9854,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":63886,"dedupedMsgs":32105,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T07:36:57.192Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T07:37:21.327Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2963ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T07:37:21.327Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T08:36:51.875Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14454,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1676.8,"BTC":64438.99,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T08:35:16.899Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.35,"realizedPnl":1.35,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781418261578,"containerAgeMin":133,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4125,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781418261596,"containerAgeMin":133,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5600,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.85,"realizedPnl":-5.61,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781418261608,"containerAgeMin":133,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4123,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781418261617,"containerAgeMin":133,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3391,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.89,"realizedPnl":2.89,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781418261534,"containerAgeMin":133,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":3970,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781418261558,"containerAgeMin":133,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3892,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.2,"realizedPnl":-10.8,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781418261599,"containerAgeMin":133,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3435,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781418261543,"containerAgeMin":133,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3626,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.09,"realizedPnl":1.09,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781418261620,"containerAgeMin":133,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4856,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781418261611,"containerAgeMin":133,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4136,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781418261604,"containerAgeMin":133,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4398,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.91,"realizedPnl":0.88,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781418261565,"containerAgeMin":133,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4127,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8131,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5486,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14454,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":9976,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":64045,"dedupedMsgs":32264,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T08:36:44.048Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T08:37:08.359Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2941ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T08:37:08.359Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T09:36:52.257Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14622,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1672.83,"BTC":64420.3,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T09:35:17.580Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.22,"realizedPnl":1.23,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781418261578,"containerAgeMin":193,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4185,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781418261596,"containerAgeMin":193,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5660,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.81,"realizedPnl":-4.45,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781418261608,"containerAgeMin":193,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4183,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781418261617,"containerAgeMin":193,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3451,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.45,"realizedPnl":2.44,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781418261534,"containerAgeMin":193,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":4030,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781418261558,"containerAgeMin":193,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":3952,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.15,"realizedPnl":-10.84,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781418261599,"containerAgeMin":193,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3495,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781418261543,"containerAgeMin":193,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3686,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.97,"realizedPnl":0.96,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781418261620,"containerAgeMin":193,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4916,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781418261611,"containerAgeMin":193,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4196,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781418261604,"containerAgeMin":193,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4458,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.73,"realizedPnl":0.71,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781418261565,"containerAgeMin":193,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4187,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8251,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5534,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14622,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":10096,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":64201,"dedupedMsgs":32420,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T09:36:47.348Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T09:37:11.847Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3026ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T09:37:11.847Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T10:36:52.542Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14791,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1676.76,"BTC":64626.82,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T10:35:18.105Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.37,"realizedPnl":1.38,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781431697174,"containerAgeMin":29,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4245,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781431697146,"containerAgeMin":29,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5720,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.87,"realizedPnl":-5.91,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781431697155,"containerAgeMin":29,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4243,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781431697198,"containerAgeMin":29,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3511,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.91,"realizedPnl":2.91,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781431697195,"containerAgeMin":29,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":4090,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781431697180,"containerAgeMin":29,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":4012,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.25,"realizedPnl":-10.75,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781431697098,"containerAgeMin":29,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3555,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781431697194,"containerAgeMin":29,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3746,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.19,"realizedPnl":1.2,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781431697161,"containerAgeMin":29,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":4976,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781431697184,"containerAgeMin":29,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4256,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781431697092,"containerAgeMin":29,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4518,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.95,"realizedPnl":0.95,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781431697073,"containerAgeMin":29,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4247,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8372,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5582,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14791,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":10217,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":64358,"dedupedMsgs":32577,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T10:36:43.950Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T10:37:11.500Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2869ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T10:37:11.500Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T11:36:52.814Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":14960,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1675.78,"BTC":64598.94,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T11:35:18.670Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.27,"realizedPnl":1.28,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781431697174,"containerAgeMin":89,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4305,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781431697146,"containerAgeMin":89,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5780,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.86,"realizedPnl":-4.86,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781431697155,"containerAgeMin":89,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4303,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781431697198,"containerAgeMin":89,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3571,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.47,"realizedPnl":2.46,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781431697195,"containerAgeMin":89,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":4150,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781431697180,"containerAgeMin":89,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":4072,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.23,"realizedPnl":-10.76,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781431697098,"containerAgeMin":89,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3615,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781431697194,"containerAgeMin":89,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3806,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.11,"realizedPnl":1.11,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781431697161,"containerAgeMin":89,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":5036,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781431697184,"containerAgeMin":89,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4316,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781431697092,"containerAgeMin":89,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4578,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.82,"realizedPnl":0.78,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781435798390,"containerAgeMin":20,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4307,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8493,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5630,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":14960,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":10338,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":64515,"dedupedMsgs":32734,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T11:36:44.866Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T11:37:09.278Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3195ms, prompt 25001b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T11:37:09.278Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T12:07:01.880Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":762.58,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":53.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":128.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":103.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":0,"w7":930927746,"tot":930927746},"haiku":{"w5":0,"w7":350782382,"tot":350782382}},"fleet":{"agentsUp":12,"lifetimeTokens":1281729939,"lifetimeUsd":762.58,"sessions":15168,"deals":151,"openIntents":0,"totalIntents":1594},"oracle":{"USDC":1,"ETH":1673.49,"BTC":64520.43,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T12:05:18.949Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":17,"msgs":364,"total":17934866,"totalUsd":9.69,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":17934866,"w7Usd":9.69,"w7PctPool":0.7,"w5Son":0,"w7Son":15820651,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:28:32.806Z","tokens":2252781,"usd":1.35,"msgs":35}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.24,"realizedPnl":1.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781431697174,"containerAgeMin":119,"wakes":216,"firstWakeMs":1780927992000,"lastWakeMs":1781178720000,"ageMin":4335,"lastWhy":"SSV oracle $2.24 lagging CEX $2.252; poster priced at $2.248 β€” below CEX, above oracle. Clear latency-arb buy opportunit","repeatWakes":195,"avgGapMin":20,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781179101600,"watching":"new mSSV intent >1528 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary: swap-pivot confirmed at deals 138–139 (both LP-Maker-Matheus); binary still frozen. Since then: +3 new fills β€” deals #142 (w214, SSV buy +13bps, +$0.003), #143 (w215, SSV buy +41bps, +$0.004), #145 (w216, SSV sell +19bps, +$0.004) β€” all SSV oracle-lag plays, all vs LP-Maker-Matheus. Swap-pivot is the active and only surface; binary remains at ","badge":"SSV PIVOT ACTIVE","confidence":"high","bottomLine":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","rootCause":{"class":"structural","evidence":"Binary surface: 0 bets across all recent wakes (w209–w216). Swap fills exclusively via SSV oracle-lag vs LP-Maker-Matheus. Vulture-Andrew's 8 live intents do not appear in settled_deals_detail β€” either non-SSV or sub-threshold edge. Single reliable counterparty (LP-Maker-Matheus) posting SSV at stal"},"reasoningRead":"Sound and on-mission: agent correctly identifies oracle lag (49bps w214, 76bps w215, 19bps w216), enforces β‰₯10bps floor, executes within risk caps. HIGH_WATER mechanism cleanly avoids re-processing seen intents. However, it is solving the right micro-problem (find edge, take edge) while the macro-problem (token cost destroys economics) goes unaddressed β€” disciplined loop, wrong altitude.","wakeTriggers":["New mSSV intent ID > HIGH_WATER (1528) with β‰₯10bps CEX edge (buy or sell side)","New binary bet matching BINARY_BET_HASHES with ≀30min to expiry","30-min fallback if neither fires","MISSING: poster funded/allowance pre-check before fireWake β€” w213 reverted ERC20InsufficientBalance on #1472 (2nd occurrence)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and only active counterparty β€” 9 of last 10 settled deals; posts SSV at stale oracle, creating the exact oracle-lag edge arb-hunter-","available":"ok, 112 deals, actively posting"},{"agent":"rebalancer-lior","fit":"yes","why":"1 confirmed fill (swap); DCA poster creates periodic stale-oracle swaps arb-hunter-tom can snipe","available":"ok, 15 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"8 live intents rebuilt post-restart but none appear in arb-hunter-tom's settled_deals_detail β€” intents may be non-SSV or edge below 10bps fl","available":"ok, 39 deals, watcher armed"},{"agent":"momentum-nikita","fit":"maybe","why":"Intent #1342 (25 USDC β†’ 11.11 SSV) open 422+ min β€” arb-hunter-tom is a taker, not a maker, so can't fill this directly; but if momentum-niki","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"w213 attempted #1472 (SSV edge confirmed) but reverted ERC20InsufficientBalance β€” poster unfunded. This is a recoverable miss (same wake, no other edge found). No other documented misses; w209/w211/w212/w213 correctly identified 0 fundable edges β‰₯10bps. Vulture-Andrew's 8 live intents unassessed β€” watcher would need to see their template/asset to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER (1528, updated each wake) prevents re-scanning old intents β€” fires only on genuinely new opportunities","Checks both buy-edge and sell-edge for SSV β€” caught w216 sell-edge correctly","30s CEX price cache prevents Binance rate-limit on rapid polls","Binary bet hash filter + woken-bet persistence avoids duplicate wakes on same bet","30-min fallback ensures cadence even in dead markets; zero-LLM watcher"],"lacking":["No poster balance/allowance pre-check before fireWake β€” caused w213 ERC20InsufficientBalance revert (2nd occurrence, pattern confirmed)","Only watches SSV; ETH/BTC swap edges (Coinbase feed available) not monitored in watcher β€” relies on fallback wake to catch those"],"suggestedChange":"Before calling fireWake on an SSV swap intent, fetch the poster's token balance and check it covers the intent amount β€” one extra RPC call that would have prevented the w213 revert and avoids burning a $1.35 wake on a doomed fill."},"issues":[{"scope":"agent","title":"Unfunded poster revert (recurring)","detail":"w213 attempted #1472, reverted ERC20InsufficientBalance β€” flagged as 2nd occurrence. Watcher fires without verifying poster has the balance to settle.","fix":"Add balanceOf(poster, token) β‰₯ intent.amount check inside the watcher's SSV edge scan before calling fireWake; skip and log if underfunded."},{"scope":"agent","title":"Token cost destroys economics","detail":"$9.69 lifetime tokens across 215 wakes vs $0.68 realized PnL (7Β’ on the dollar). Last wake alone cost $1.35 vs $0.004 edge captured. At 90.7% no-fill rate (195/215 repeat wakes), each fill must average >$0.60 edge to break even β€” current fills average $0.04. This is the dominant problem.","fix":"Reduce LLM reasoning depth on no-edge wakes (fast-path exit before full scan), or raise the edge floor from 10bps to ~50bps to select only fills large enough to cover token overhead. The current 10bps floor is rational for a zero-cost taker but not for a $1.35/wake LLM agent."},{"scope":"core","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."}],"assessment":"+3 fills since last summary (deals #142/#143/#145), all SSV swaps vs LP-Maker-Matheus, cumulatively +$0.011 edge. Agent is mechanically sound but economically inverted: $9.69 lifetime token spend on 215 wakes has produced only $0.68 realized PnL β€” the oracle-lag edge (~$0.003–$0.04/fill) is an order of magnitude below the per-wake LLM cost.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":29,"msgs":597,"total":32918399,"totalUsd":18.35,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":32918399,"w7Usd":18.35,"w7PctPool":1.4,"w5Son":0,"w7Son":25523930,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T10:07:01.744Z","tokens":1104924,"usd":0.82,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":42.95,"realizedPnl":-2.38,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781431697146,"containerAgeMin":119,"wakes":67,"firstWakeMs":1780944154000,"lastWakeMs":1781090220000,"ageMin":5810,"lastWhy":"Exactly-one-resting invariant violated (836 expired). Posted 869 to maintain bear anchor. No BinaryBets available to tak","repeatWakes":45,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781104921836,"watching":"intent 869 fill/expiry OR new BinaryBet OR ETH/BTC +1.5% OR deal 75 near-expiry OR 4h","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still hard-crashed: armed=false, pidAlive=false, last_wake_min_ago=1473 (+59 min vs prior 1412). Settled_deals unchanged at 17 β€” no new settlements since w41 (Jun 10 11:17 UTC). Deal #75 betExpiry epoch 1781139624 (Jun 11 00:58 UTC) is now ~11h past with no settlement recorded; USDC locked in that deal remains unreleased. Intent 869 (posted at w41) has open_","badge":"CRASHED 24.5H DARK","confidence":"high","bottomLine":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","rootCause":{"class":"structural","evidence":"watcher.armed=false + pidAlive=false confirmed since w41; 4h fallback (~15:17 UTC Jun 10) never fired; deal-75 near-expiry trigger (~00:53 UTC Jun 11) never fired; settled_deals static at 17; open_intents=0 with no deal increment = intent 869 expired unfilled"},"reasoningRead":"Last live reasoning (w41) was sound β€” identified exactly-one-resting invariant violation, posted anchor 869, and armed a well-structured watcher covering all mission-relevant triggers. Problem is pure process death post-w41; no reasoning quality issue, no wrong-problem loop.","wakeTriggers":["Intent 869 fill/expiry (readIntent poll)","New BinaryBet on book (readOpenIntents diff vs seenBinaryIds set)","ETH adverse >$1,644.17 (readPrice)","BTC adverse >$62,011.60 (readPrice)","Deal 75 near-expiry (Date.now() >= DEAL75_FIRE_AT_MS β‰ˆ 00:53 UTC Jun 11)","4h fallback (~15:17 UTC Jun 10)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Counterparty on deals including deal 75 (BinaryBet); betExpiry passed so Mimic-Ljuba can call settlement independently without bear-yosher b","available":"ok (16 deals, health ok)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binary bets below strikes; could take future bear anchors if bear-yosher restarts and BTC stays below strike","available":"ok (16 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"Deal 75 settlement call missed (~11h since betExpiry, USDC locked); intent 869 anchor expired unfilled during crash (settled_deals=17, open_intents=0 confirms no fill); any new BinaryBet opportunities on book since w41 unseen β€” watcher blind to book for ~24.5h","wakeScript":{"wellReasonedForMission":true,"good":["Covers all five mission-relevant triggers: anchor fill/expiry, new taker opportunity (BinaryBet), adverse risk (ETH/BTC +1.5%), settlement deadline (deal 75), a","deal-75 fire-5-min-early logic (epochβˆ’300s) is correct for settlement preparation window","BinaryBet template hash filter (0x85aeb4...) prevents false fires on non-binary intents","seenBinaryIds set-diff approach correctly detects net-new bets without re-firing on stale book"],"lacking":["Process died after w41 arm β€” script logic is correct but never executed; failure mode is silent process death, not script error","DEAL75_FIRE_AT_MS hardcoded to Jun 11 00:58 UTC epoch β€” future rewrites must derive from live deal data or stale constant silently misses the window","No self-restart: once the process dies, nothing in the script can recover it; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 trigger at ~00:53 UTC Jun 11 both"],"suggestedChange":"Core SDK should persist armWatcher registration to disk and provide a lightweight supervisor that relaunches the watcher script if PID dies before fallback fires β€” this is the only mechanism that would have caught the silent crash and fired"},"issues":[{"scope":"agent","title":"Hard crash β€” operator restart required","detail":"armed=false, pidAlive=false since w41 (Jun 10 11:17 UTC); 1473 min dark; no self-recovery; realized PnL -$2.36, lifetime token cost $18.35 β€” low restart cost","fix":"Operator restart: re-run bear-yosher wake to (1) call settlement on deal 75, (2) assess intent 869 expired status, (3) verify BTC/ETH conviction still holds (BTC ~$61k, was 3.49–3.78% below $63,500 strike at crash time), (4) re-arm watcher"},{"scope":"agent","title":"Deal #75 betExpiry unresolved β€” USDC locked ~11h","detail":"betExpiry epoch 1781139624 (Jun 11 00:58 UTC) passed with no settlement call from either party; settled_deals still 17 (not incremented); USDC stake locked on-chain","fix":"On restart, agent calls settlement for deal 75 immediately; alternatively Mimic-Ljuba (counterparty, health ok) can initiate settlement independently right now without waiting for bear-yosher restart"},{"scope":"core","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"}],"assessment":"Bear-yosher has been dead for 1473 min (~24.5h) with zero token spend since w41. Deal #75 BinaryBet betExpiry vs Mimic-Ljuba passed ~11h ago (Jun 11 00:58 UTC) with no settlement call; USDC is locked on-chain until either party calls it. Intent 869 expired unfilled during the crash (open_intents=0, settled_deals still 17). Operator restart is the only recovery path β€” no self-resurrection is possible.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized. The Step-1 focus question answer: still 0 wakes / null addres","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","rootCause":{"class":"structural","evidence":"28 consecutive null cycles: tokens_lifetime_usd=0, wakes=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null. No deal IDs, no address, no on-chain footprint of any kind."},"reasoningRead":"Unmeasurable β€” no reasoning has ever been produced. Wake script is null; no LLM calls have ever fired. Cannot evaluate on-mission quality when the agent has never initialized.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger file exists to compile or arm"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” directly depends on index-maker's output","available":"also never initialized (health=unknown, "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no book presence, no counterparty flow to measure against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate","watcher never armed β€” no process has ever been spawned","no fallback timer β€” agent cannot self-recover even if deployment were attempted"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a current.ts watcher that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) per wake on a ~30-60 min cadence with a fallback timer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no address, no watcher, no lifetime activity","detail":"28 consecutive null cycles. Every field that requires initialization (address, wake_script_source, watcher pid) remains null. This blocks the entire IndexBasket market: index-taker cannot take what index-maker never posts.","fix":"Assign a wallet, write and deploy current.ts for index-maker, then verify watcher arms and fires at least one wake producing a LONG IndexBasket intent on-chain."},{"scope":"agent","title":"IndexBasket market segment fully offline β€” both maker and taker uninitialized","detail":"index-maker (0 wakes) and index-taker (also health=unknown, same null pattern) have never interacted. The IndexBasket template has 0 settled deals fleet-wide and 0 open intents. This is the one market segment with zero liquidity and zero flow.","fix":"Prioritize index-maker provisioning first; index-taker initialization is blocked until there are live IndexBasket intents to audit and take."}],"assessment":"index-maker has never run a single wake across its entire lifetime (0 tokens, 0 wakes, null address). This is a provisioning failure, not a runtime failure. No IndexBasket intents have ever been posted, leaving index-taker equally stranded and the entire IndexBasket market segment permanently offline.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"28th consecutive null cycle β€” identical to prior run: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal. Index-maker remains the binding dependency and is also undeployed (health=unknown). The IndexBasket market segment has zero active participants on either side; LP-Maker-Matheus'","badge":"UNPROVISIONED / DORMANT","confidence":"high","bottomLine":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","rootCause":{"class":"structural","evidence":"Both sides of the IndexBasket market are undeployed: index-maker (health=unknown, 0 deals) has posted no LONG IndexBasket intents; index-taker (health=unknown, 0 deals, wake_script_source=null) has no watcher. No IndexBasket intent exists on the book for index-taker to audit or cross."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher β€” wake_script_source=null, armed=false, pidAlive=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the sole supply index-taker can take the SHORT side of.","available":"offline β€” health=unknown, 0 deals, also "},{"agent":"lp-maker-matheus","fit":"no","why":"Operates in the swap segment (112 deals, all token swaps). Does not post IndexBasket intents. Index-taker cannot participate in LP-Maker-Mat","available":"active β€” 112 deals, health=ok, but irrel"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (wake_script_source=null). Structurally 0 in any case β€” index-maker has posted no LONG IndexBasket intents, so no takeable intents have existed on the book this cycle.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” agent is completely unprovisioned, no watcher exists at all"],"suggestedChange":"Provision the agent: deploy wake_script that polls the book for LONG IndexBasket intents, triggers an audit via audit-custom-deal skill, and crosses only on ACCEPT verdict. But this is premature until index-maker is deployed first."},"issues":[{"scope":"agent","title":"Agent unprovisioned β€” no watcher, never run","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. Agent has never executed a single cycle.","fix":"Deploy index-taker with a watcher that polls for LONG IndexBasket intents and runs the audit-custom-deal skill before crossing. Block on index-maker deployment first."},{"scope":"agent","title":"IndexBasket market has zero active participants β€” both maker and taker sides undeployed","detail":"Index-maker (health=unknown) and index-taker (health=unknown) are both offline. The entire IndexBasket segment is frozen. LP-Maker-Matheus's swap book (112 deals, active) is the only live market segment, but it is orthogonal to IndexBasket β€” it cannot serve as a substitute.","fix":"Deploy index-maker first to establish LONG IndexBasket intent supply, then deploy index-taker. Both must be live simultaneously for any IndexBasket deal to settle."}],"assessment":"Index-taker has never run a single wake ($0 lifetime, 0 wakes). The IndexBasket market is structurally frozen: index-maker has posted 0 LONG IndexBasket intents (also undeployed), so even a live index-taker would have nothing to audit or take. LP-Maker-Matheus's 112-deal swap book is the only active segment, but it is a different market β€” index-taker cannot participate in it by mission design.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":559,"msgs":12362,"total":767140565,"totalUsd":442.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":767140565,"w7Usd":442.4,"w7PctPool":32,"w5Son":0,"w7Son":615517034,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T12:16:05.494Z","tokens":1014509,"usd":0.2,"msgs":19}},"onchain":{"deals":113,"openIntents":0,"balanceUsd":746.83,"realizedPnl":-4.64,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781431697155,"containerAgeMin":119,"wakes":131,"firstWakeMs":1781018900000,"lastWakeMs":1781178831000,"ageMin":4333,"lastWhy":"SSV ask #1540 filled at +50.5bps while sleeping. Wallet 0.276835 SSV backs 0.25 SSV ask at +35bps base (no volTerm: orac","repeatWakes":117,"avgGapMin":21,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781182431897,"watching":"cluster + BTC ask #1520 renewal 12:03 UTC | ETH $1668 | BTC $63250 | SSV $2.237/$2.245 | 60min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Fleet hub holding strong. Deals surged 96β†’112 (+16 this cycle) driven by Arb-Hunter-Tom (5 fills), Momentum-Nikita (5), 0xBd6a…9863 external wallet (4), Stacker-Massimo (2) β€” these are the freshest 16 in the 40-deal window. Vulture-Andrew (6) and Rebalancer-Lior (4) appear in the earlier portion of the window (pre-cycle). Concurrent wake collisions remain th","badge":"HUB ACTIVE","confidence":"high","bottomLine":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","rootCause":{"class":"structural","evidence":"sNVDA ask leg absent β€” $1.09 inventory below minimum lot (w125 explicit); concurrent wake collisions on BTC guard at $63,050 (w123 dual-fire, one no-log error) and duplicate SSV bid #1539=#1541 (w125 cleaned). Not a counterparty or pricing problem β€” 5 reliable counterparties active and guards calibr"},"reasoningRead":"Sound and on-mission. Each wake addresses a specific quantified issue: guard levels cite exact prices, duplicate detection cites intent IDs, inventory gaps cite dollar amounts. No churn β€” agent self-corrects concurrent collision artifacts. The only weak spot is it solves the symptom (cleanup the duplicate) rather than the cause (prevent concurrent fires).","wakeTriggers":["ETH price > $1,665 β€” ask #1538 near inversion","BTC price > $63,200 β€” ask #1520 near inversion","SSV price > $2.248 β€” ask #1540 near inversion","SSV price < $2.237 β€” bid #1541 near inversion","BTC ask #1520 pre-expiry timer fires ~12:16 UTC","New fillable intent posted by any non-self counterparty"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"5 fills in the freshest +16 cycle; latency arb against LP oracle quotes is its primary loop","available":"ok, 16 deals, active"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills this cycle; momentum swap execution routes through LP mid","available":"ok, intent #1342 open 422+ min"},{"agent":"vulture-andrew","fit":"yes","why":"6 fills in prior-cycle window; restarted with 8 live intents, deal count at 39 (+1 only β€” gas gate may still throttle)","available":"ok, armed"},{"agent":"rebalancer-lior","fit":"yes","why":"4 fills in prior-cycle window; patient DCA slices route through LP mid","available":"ok, 15 deals"},{"agent":"stacker-massimo","fit":"yes","why":"2 fills this cycle; takes resting sNVDA/sAAPL/sMSFT asks within 1% oracle β€” currently blocked on sNVDA leg","available":"ok, 4 deals"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in window; low frequency, fade-dislocation swaps","available":"ok, 5 deals"}],"reliableCounterparties":5,"missedOpportunities":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV at implied $2.25/SSV, open 422+ min) is a candidate fill if LP has a live SSV ask ≀ $2.25. Step-1 flags no live SSV ask on book β€” if oracle SSV is currently near or below the $2.248 guard threshold and the last SSV ask was cancelled without reposting (e.g. after an inversion cancel), #1342 is unfillable despite LP having the inventory and mission t","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset oracle guards (ETH $1,665 / BTC $63,200 / SSV $2.237–$2.248) prevent inversion before next scheduled wake","Pre-expiry timer for BTC ask #1520 (~12:16 UTC) ensures renewal before expiry β€” time-critical, correctly handled","Fillable intent watch fires on any new taker flow, giving LP first-mover fill opportunity","60-min fallback ensures no market move is missed if all guards stay quiet","Zero-LLM in hot path; fast, deterministic"],"lacking":["No concurrent-execution guard: rapid price crossing causes two watcher fires before state.json updates β€” confirmed in w123 (dual BTC-guard fire) and w125 (dupli"],"suggestedChange":"Add a startup file-lock check (read current.pid, verify the PID is dead before proceeding) so a second concurrent fire exits immediately rather than racing through the same intent cancel/repost sequence β€” this single change eliminates the w"},"issues":[{"scope":"core","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"agent","title":"sNVDA ask structurally absent: $1.09 inventory below minimum lot with no recovery path","detail":"w125 explicitly: 'sNVDA ask missing β€” thin $1.09 inventory'. Stacker-Massimo (active counterparty, 2 fills this cycle) specifically targets sNVDA/sAAPL asks. This leg is permanently dead until inventory is manually topped up.","fix":"Add sNVDA inventory floor check to agent wake logic: if sNVDA inventory < $5 USDC-equivalent, route a small USDCβ†’sNVDA swap (e.g. $10 lot) before posting the book β€” restores the ask leg automatically."},{"scope":"agent","title":"SSV ask may be absent post-cancel: leaving Momentum-Nikita #1342 ($2.25/SSV) unfillable for 422+ min","detail":"After an SSV ask inversion cancel, if oracle SSV remains below the $2.248 repost threshold, no new SSV ask is posted. Momentum intent #1342 (25 USDC β†’ 11.11 SSV at $2.25, open 422+ min) cannot fill in this state despite LP having the inventory and mission to fill it.","fix":"After cancelling an inverted SSV ask, repost at a wider spread (e.g. oracle + 30bps instead of + 15bps) rather than waiting for oracle recovery β€” captures standing taker flow at slightly worse margin rather than leaving the book leg empty."}],"assessment":"+16 deals this cycle (Arb-Hunter-Tom 5, Momentum-Nikita 5, 0xBd6a 4, Stacker-Massimo 2). Book is 10/12: sNVDA ask missing (thin $1.09 inventory), duplicate SSV bid self-corrected in w125. Oracle guards firing correctly; concurrent wake collision is the primary operational risk producing redundant cancel/repost overhead each cycle.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":14,"msgs":250,"total":12899974,"totalUsd":3.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":12899974,"w7Usd":3.15,"w7PctPool":0.5,"w5Son":0,"w7Son":1000634,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-12T00:23:26.632Z","tokens":578390,"usd":0.13,"msgs":14}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":63.62,"realizedPnl":0.59,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781431697198,"containerAgeMin":119,"wakes":109,"firstWakeMs":1780927020000,"lastWakeMs":1781222735000,"ageMin":3601,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (zero in","repeatWakes":78,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781230996946,"watching":"new BinaryBet with β‰₯3pp taker edge (or 120 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Binary drought extends through w78 (was w77 last run); +1 wake since prior summary, all hold. Vulture-Andrew's 8 live intents β€” confirmed as SSV, sNVDA, sAAPL, sMSFT swaps β€” contain zero BinaryBets, so no new mimic supply materialized despite Vulture restart. Bear-Yosher still crashed at 1471 min (+59 min). Agent remains correctly idle at $63.62 USDC, zero e","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","rootCause":{"class":"counterparty-starved","evidence":"Bear-Yosher (primary binary poster) crashed 1471 min; Vulture-Andrew's 8 live intents all classified as swap (SSV, sNVDA, sAAPL, sMSFT); no BinaryBet on the open book across wakes 60–78; 0 tokens spent in last 5h confirming no LLM wakes triggered"},"reasoningRead":"Sound and disciplined β€” enforcing β‰₯3pp edge floor, one-move rule, and correctly reading an empty binary board each wake. However: the agent is solving the right problem (wait for binary flow) with the right discipline, in a market where the supply side (Bear-Yosher) has structurally vanished. The loop is correct but the stall is the market's fault, not a reasoning failure.","wakeTriggers":["new non-swap intent appears on the open book (kind !== 'swap')","60-min fallback (nextFallbackMin=24 at time of snapshot)","MISSING: does not trigger specifically on BinaryBet kind β€” would fire on Option or IndexBasket posts too, producing low-value hold wakes"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary source of BinaryBets to mirror and accept β€” crashed 1471 min, the core supply gap","available":"crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"mission includes posting near-decided binaries as bait; currently 8 live intents but all swaps β€” no binary posted post-restart","available":"ok (posting swaps only)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets; could be a flow signal but doesn't post BinaryBets for Mimic to mirror","available":"ok (16 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"posts small-shade binaries β€” could be a mimic source, 2 lifetime deals, very thin flow","available":"ok (2 deals, low volume)"}],"reliableCounterparties":0,"missedOpportunities":"none β€” watcher confirmed no non-swap intents appeared in the watch window; binary market empty across all 8 most-recent wakes; no BinaryBet to accept or mirror","wakeScript":{"wellReasonedForMission":true,"good":["fires on kind !== 'swap' β€” correctly proxies for BinaryBet candidates without an LLM call","60-min fallback (currently 24 min to next fire) prevents indefinite sleep in thin markets","zero-LLM, armed, pid-alive β€” efficient; explains $0 token spend in last 5h","cadence (50 min avg gap, 60-min fallback) is appropriate for a patient taker waiting on episodic binary flow"],"lacking":["isNonSwap catches Options and IndexBasket intents too β€” would fire a hold wake if Option-Writer-Matheus or Index-Maker posts, burning $0.63/wake for no signal"],"suggestedChange":"Tighten the filter to kind === 'binary' (or the actual BinaryBet kind string) so the watcher only fires on genuine mimic candidates β€” reduces false wakes when Options/IndexBasket appear without a Bear-Yosher or equivalent binary poster acti"},"issues":[{"scope":"core","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"agent","title":"Watcher fires on all non-swap intents, not BinaryBet-only","detail":"isNonSwap includes Options and IndexBasket; if Index-Maker or Option-Writer-Matheus posts, Mimic wakes, spends ~$0.63, and holds β€” wasted cost.","fix":"Replace isNonSwap with isBinaryBet (kind === 'binary' or exact kind string) in current.ts."}],"assessment":"12+ consecutive hold wakes with no binary supply on the book. Vulture-Andrew's restart produced 8 swap intents, not BinaryBets β€” zero change in mimic-eligible flow. Capital preserved at $63.62 USDC; watcher is live and will fire within 24 min or on first non-swap intent.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":5,"msgs":115,"total":5629430,"totalUsd":2.84,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":5629430,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":0,"w7Son":4168094,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T06:37:02.022Z","tokens":1510699,"usd":0.84,"msgs":30}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.46,"realizedPnl":2.45,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781431697195,"containerAgeMin":119,"wakes":30,"firstWakeMs":1780940859000,"lastWakeMs":1781188020000,"ageMin":4180,"lastWhy":"SSV slow momentum 8.78pp gap far exceeds 2pp threshold. #1533 was the only resting SSV ask at fair value (< 1% premium).","repeatWakes":28,"avgGapMin":142,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781211054148,"watching":"#1508 resolves | new SSV seller | SSV gap < -2pp | US mkt open 13:30 UTC | 9h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Step-1 focus question (was #1342 economically dead?) is moot β€” agent self-corrected proactively: repriced to #1486 at oracle $2.22 (w25), made deal #144, then lifted fair sellers at w28/w29/w30 (#146: +1 SSV, #147: +0.5 SSV). SSV position now 22.39 @ $2.25 = ~$49.4, portfolio ATH $100.96. Intent #1508 (25 USDC β†’ 11.11 SSV at $2.2502) live with pre-trigger at","badge":"SSV BUILD LIVE","confidence":"high","bottomLine":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","rootCause":{"class":"counterparty-starved","evidence":"Intent #1508 (25 USDC β†’ 11.11 SSV) open; LP-Maker-Matheus has no live SSV ask per Step-1; recent fills were small-lot only (#146: 1 SSV via LP-Maker-Matheus, #147: 0.5 SSV). Large-lot (>10 SSV) sellers appear infrequently."},"reasoningRead":"Sound and on-mission. Correctly identified stale #1342 ($2.12 vs oracle $2.22) at w25 and repriced; avoided churn at w26 (no fair sellers visible); lifted fair sellers opportunistically at w28/w29/w30. SSV momentum gap 8.78pp slow (w29) is decisive β€” no phantom signal, no redundant re-posting.","wakeTriggers":["Intent #1508 resolves (fill or expire)","New SSV seller ≀ +1% above baseline oracle ($2.24)","SSV momentum gap vs best-of(BTC, ETH) drops below -2pp from w30 baseline","US market open 13:30 UTC Jun 11 β€” STALE (already 1h past; fires on every loop iteration)","Intent expiry pre-trigger 18:40 UTC Jun 11","9h hard fallback ~20:44 UTC Jun 11"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 settled deals, 112 total deals, primary SSV fill source","available":"active, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 fill; 8 live intents post-restart including SSV-adjacent; takes mispriced swaps","available":"restarted, 39 deals, health ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 fill; DCA-style could be natural SSV seller if overweight SSV","available":"15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w28/w29/w30 each took the only fair-price SSV seller visible on the book; no liftable seller left unfilled across these wakes.","wakeScript":{"wellReasonedForMission":true,"good":["SSV seller filter (≀1% above oracle) is tight and directly on-mission β€” won't wake on expensive sellers","Momentum reversal trigger (-2pp gap vs best-of BTC/ETH) is the correct stop-loss for a momentum agent","Pre-trigger 10 min before intent expiry (#1508 ~18:40 UTC) prevents last-minute scrambles","Correctly restricts universe to crypto-only while US markets are closed (stocks frozen at last close)"],"lacking":["US_MARKET_OPEN_MS = 2026-06-11T13:30:00Z is 1h in the past β€” `Date.now() >= US_MARKET_OPEN_MS` evaluates true on every poll loop, firing the watcher immediately","No one-shot guard on the time trigger; it re-fires every loop cycle once the target time passes"],"suggestedChange":"Remove the US_MARKET_OPEN_MS trigger from the w31 watcher (US markets are already open; the signal already fired at w28); set to next trading day's open in future wakes, or guard with a seen flag."},"issues":[{"scope":"agent","title":"Stale US market-open time trigger fires on every watch loop iteration","detail":"w30 watcher has US_MARKET_OPEN_MS = new Date('2026-06-11T13:30:00Z').getTime(). Current time ~14:33 UTC. Every runWatchLoop iteration evaluates the condition as true and calls fireWake() immediately, collapsing all other triggers and burning token budget on rapid-fire wakes.","fix":"In next wake script, drop the US_MARKET_OPEN_MS trigger entirely (stocks already in universe) or advance to 2026-06-12T13:30:00Z and add a `let marketOpenFired = false` guard to fire only once per watcher lifetime."},{"scope":"agent","title":"Single reliable counterparty for large SSV lots","detail":"LP-Maker-Matheus provided 5/8 fills; Vulture-Andrew and Rebalancer-Lior 1 each (likely small lots). If LP-Maker-Matheus exhausts SSV inventory, #1508 (25 USDC large lot) will stall as #1327 and #1342 did.","fix":"No immediate change; monitor. If #1508 stalls past 4h, reduce lot to ~10 USDC to match small-lot seller depth on the book."}],"assessment":"Agent executing well β€” 3 deals since last summary, self-corrected stale #1342 before manual intervention needed. Primary risk is the stale US_MARKET_OPEN_MS trigger in the w30 watcher (fires immediately on every loop cycle); reliableCounterparties = 1 (LP-Maker-Matheus alone handles large SSV lots).","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":3,"msgs":70,"total":3338158,"totalUsd":1.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3338158,"w7Usd":1.05,"w7PctPool":0.1,"w5Son":0,"w7Son":778172,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T16:40:14.168Z","tokens":1775938,"usd":0.35,"msgs":33}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781431697180,"containerAgeMin":119,"wakes":37,"firstWakeMs":1780995929000,"lastWakeMs":1781192663000,"ageMin":4103,"lastWhy":"Cheap optionality: strike only 0.05% OTM, meaningful 24h tail, trivial premium (0.19% of book, 0.19% of USDC deployed). ","repeatWakes":17,"avgGapMin":126,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781287546901,"watching":"dealId 150 expires (~24h) OR new audited Option intent appears (matching template 0xb3d66f4...)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Holds call #118 (strike $203.69, prem $0.25, expiry ~17:37 UTC Jun 11) and put #119 (strike $201.75, prem $0.23, expiry ~18:31 UTC Jun 11) β€” unchanged since w26 (920 min ago). Watcher armed/pidAlive=true, nextFallbackMin=422 β†’ fires ~17:32 UTC today, ~14 min before call #118 expires. No new audited options appeared since w26; tokens_5h_usd=0 confirms silent/","badge":"ARMED AWAITING EXPIRY","confidence":"high","bottomLine":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","rootCause":{"class":"maker-only","evidence":"All 4 settled deals sourced from option-writer-matheus (0x57F8…B0ff). No new audited Template 0xb3d66f4b intents appeared in 920 min of watcher polls. Agent correctly idle β€” supply drought, not agent failure."},"reasoningRead":"Sound and disciplined. w25 (call #118 at $0.25 for 23h tail on volatile sNVDA) and w26 (put #119 at $0.23, tight-to-the-money) both show genuine optionality-pricing logic. Now correctly resting. Not solving the wrong problem β€” it has no new options to evaluate and will wake precisely when its existing positions enter settlement window.","wakeTriggers":["New audited Option intent with templateHash=0xb3d66f4b appears in open book (polling every 60s)","nowSec >= MIN_SETTLE_AT_TS (1781194956) β€” fires ~17:32 UTC today, ~14 min before call #118 expiry","23h fallback from last arm β€” nextFallbackMin=422 β†’ ~17:32 UTC today (converges with settlement trigger)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole option writer; all 4 deals sourced from this address. Health=ok, 17 deals.","available":"alive but no new options posted in ~15h"}],"reliableCounterparties":1,"missedOpportunities":"None detectable. No new audited options appeared on book since w26 (920 min ago). Watcher has been polling every 60s and found nothing β€” supply-side drought from option-writer-matheus, not a scan failure.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new audited options by templateHash β€” precisely what the mission requires (selective, audited takes only)","MIN_SETTLE_AT_TS check fires ~14 min before call #118 expiry β€” adequate cushion for LLM + tx","23h fallback converges with settlement trigger, providing a redundant safety net","60s poll cadence appropriate for option-book monitoring (not sub-minute overreach)","Baselines seen intents on first poll to avoid spurious wakes on startup"],"lacking":["MIN_SETTLE_AT_TS = 1781194956 is hardcoded to current deals (#118/#119); after today's settlement, the constant becomes stale (fires immediately on every future","Comment says '5 min' cushion but actual delta to call #118 expiry (1781195796) is 840s = 14 min β€” documentation drift, not functional issue","Single-counterparty exposure: if option-writer-matheus goes silent, watcher may never fire on new-intent path again"],"suggestedChange":"Replace hardcoded MIN_SETTLE_AT_TS with a dynamic value: on each poll, read open deals' expiries from the belt and fire if any deal is within 20 min of expiry. This survives settlement of today's positions without a manual constant update."},"issues":[{"scope":"agent","title":"MIN_SETTLE_AT_TS hardcoded to current deal expirations","detail":"After deal #118 and #119 settle today, MIN_SETTLE_AT_TS=1781194956 will be permanently in the past β€” the settlement-window trigger will fire on every 60s poll, causing runaway wakes until the constant is manually updated.","fix":"Derive settlement deadline dynamically each poll from live open deals' expiryTs fields; remove the hardcoded constant entirely."},{"scope":"agent","title":"Single counterparty (option-writer-matheus) creates structural supply risk","detail":"100% of deal flow (4/4) from one writer. If option-writer-matheus slows option output or goes offline, this agent has no alternate supply and will enter indefinite idle.","fix":"Agent-level: widen scope to any agent posting audited Option intents, not just this writer; the templateHash filter already enforces audit safety without writer-identity restriction."}],"assessment":"Not crashed β€” correctly resting. The watcher's MIN_SETTLE_AT_TS check (1781194956) and 23h fallback (nextFallbackMin=422) converge at ~17:32 UTC today, giving ~14 min of cushion before call #118 expires. No new options posted by option-writer-matheus since the last wake 15+ hours ago; nothing to act on. Both expirations will be caught.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":29,"msgs":657,"total":34006995,"totalUsd":7.61,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34006995,"w7Usd":7.61,"w7PctPool":1.4,"w5Son":0,"w7Son":2373358,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T23:23:21.473Z","tokens":1471842,"usd":0.26,"msgs":30}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":97.18,"realizedPnl":-10.81,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781431697098,"containerAgeMin":119,"wakes":119,"firstWakeMs":1780947228000,"lastWakeMs":1781220120000,"ageMin":3645,"lastWhy":"Previous repricing (sAAPL βˆ’3.9%, sNVDA βˆ’1.3%) didn't attract fills over 1hr. More aggressive pricing (βˆ’5.3%, βˆ’1.9%) need","repeatWakes":28,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781270700000,"watching":"intents 1570/1571 fill/expire, vol spike β‰₯1%, buyer option intent, or market open 2026-06-12T13:25Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w98 now, Engine 1 paused for 61 consecutive wakes (w37β†’w98, ~118 hours). Since w93 (+5 wakes), all three resume gates remain false: (1) no vol spike β‰₯1% β€” w96 explicitly notes intraday moves are 'normal 1–3%'; (2) sNVDA/sMSFT still worst-2, no ranking rotation; (3) zero new buyer option intents on book. Settled deals locked at 17 β€” the 'custom settled ↔ Opti","badge":"ENGINE 1 CORRECT PAUSE","confidence":"high","bottomLine":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","rootCause":{"class":"maker-only","evidence":"7 consecutive unfilled option posts (w26–w37) exhausted buyer demand; 0 buyer option intents on book through w98; the sole option settlement (custom ↔ Option-Taker-Matheus) is 1 deal in settled_deals_detail, unchanged since prior summary"},"reasoningRead":"Sound, disciplined, solving the right problem. The three-gate check (vol spike / ranking rotation / buyer intent) is a correct decision framework for an option writer in a thin book. The agent correctly avoids writing into zero demand β€” capital preservation over churn. Not rubber-stamping: the reasoning is genuinely correct here, not just disciplined-looking.","wakeTriggers":["new buyer option intent (kind='option') appears on book","120-min fallback heartbeat","MISSING: real-time vol spike β‰₯1% detection β€” currently only caught at 120-min fallback cadence (up to 2h lag on the fastest Engine 1 resume signal)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"natural buyer for Engine 1's written options; call #118 expiring ~17:37 UTC today suggests active option demand, but focused on near-expiry/","available":"ok, 4 deals, last wake 8 min ago"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided options and mispriced intents; could take a written option if priced favorably, but not a primary option buyer","available":"ok, 39 deals, 8 live intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher does read the open book (readOpenIntents limit:100) and found zero buyer option intents across all 5 wakes since w93; no takeable option buyer intents existed to miss","wakeScript":{"wellReasonedForMission":true,"good":["fires on new buyer option intent (kind='option') β€” the correct and only fast-moving Engine 1 trigger observable externally","120-min fallback is appropriate cadence for a patient options strategy (not sub-minute polling)","baselines existing option intents on first poll to avoid false-firing on stale book state","zero-LLM, deterministic trigger logic"],"lacking":["vol spike β‰₯1% is cited as Engine 1 resume gate in every wake, but the script has no real-time vol check β€” only the 120-min fallback catches it; a vol event that"],"suggestedChange":"Add a price-fetch inside the watch loop to compute intraday move (current vs open) and fireWake('vol spike: asset +X%') immediately if any tracked asset moves β‰₯1% β€” this closes the 2h lag on the fastest Engine 1 resume gate without adding L"},"issues":[{"scope":"agent","title":"Vol spike detection lag up to 120 min","detail":"Engine 1 lists vol spike β‰₯1% as a resume gate in every wake log, but current.ts only checks price data at the 120-min fallback β€” a spike that resolves within that window is invisible to the watcher","fix":"Fetch intraday oracle price inside the runWatchLoop callback and fireWake immediately on β‰₯1% move for any Engine 1 asset; adds ~1 RPC call per poll, no LLM cost"},{"scope":"agent","title":"Option buyer demand structurally absent","detail":"61 wakes of zero buyer option intents; Option-Taker-Matheus (the sole natural counterparty, 4 deals total) is focused on near-expiry/ITM takes, not buying freshly written options; no other fleet agent is an option buyer","fix":"Bootstrap demand by having Option-Taker-Matheus or a new agent post explicit buyer-side option intents at target premium levels β€” Engine 1 will resume the moment one appears on book"}],"assessment":"61-wake Engine 1 pause is well-grounded: 17 settled deals unchanged since w37, zero buyer option intents on book across all 5 wakes since w93 (w94–w98), book stable at $96.73–$96.78. The single actionable gap is the wake script only catches new-buyer-intent in real-time β€” vol spike (the other fast-moving gate) has up to 120-min detection lag.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":34,"msgs":620,"total":30352235,"totalUsd":11.97,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":30352235,"w7Usd":11.97,"w7PctPool":1.3,"w5Son":0,"w7Son":12192031,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:05:21.339Z","tokens":1001017,"usd":0.2,"msgs":22}},"onchain":{"deals":2,"openIntents":0,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781431697194,"containerAgeMin":119,"wakes":29,"firstWakeMs":1780941832000,"lastWakeMs":1781208638000,"ageMin":3836,"lastWhy":"No edge-positive action. Polymarket signal has converged as weekly horizon approaches (expected). All assets' forward-vs","repeatWakes":21,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781294546685,"watching":"sAAPL stop ($277.34) or forward ($303.75) hit, new takeable bet β‰₯8pp edge, or Jun12 20:00 UTC horizon fallback (23.8h)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Continuing to hold 0.085722 sAAPL @ $290.79 (stop $277.34 / forward $303.75 / horizon Jun12 20:00 UTC). nextFallbackMin burned 784β†’669 = βˆ’115 min; last_wake_min_ago grew 1017β†’1132 = +115 min β€” exact 1:1 burn, third consecutive cycle of mechanical consistency confirmed. Fallback fires today Jun11 20:00 UTC (~669 min from observation), at which point agent wil","badge":"HOLDING; FALLBACK TODAY","confidence":"high","bottomLine":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","rootCause":{"class":"structural","evidence":"Agent is in single-position hold mode (0.085722 sAAPL since entry); deal count 2 is lifetime, reflecting correct selectivity for a Polymarket-edge taker. No new mispriced binary/option intents reported across wakes w19–w26. This is correct behavior, not a malfunction."},"reasoningRead":"Sound and mission-appropriate. Each of the 8 logged wakes (w19–w26) correctly identifies no edge and holds. w26 caught the needsApproval gap and fixed it preemptively β€” this is good defensive reasoning. Edge erosion to 1.5% per distribution convergence is reported across multiple wakes, consistent with expected behavior as the horizon approaches. No signs of re-deriving the same wrong problem; age","wakeTriggers":["sAAPL oracle <= $277.34 (stop)","sAAPL oracle >= $303.75 (forward)","nowTs >= horizonTs (Jun12 20:00 UTC = 1781294400)","new binary/option/unknown intent appears on book","Fallback: Jun11 20:00 UTC = 1781208000 (fires today, ~669 min out)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"105 deals, deep inventory, quotes swaps near oracle mid β€” primary exit counterparty for sAAPL delivered swap","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA trader that transacts in sMSFT/BTC; sAAPL trim is in its mandate (13:30 UTC stock-open event today), could co-transact","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations in sAAPL/sNVDA; could absorb sAAPL if it's stretched above trailing average at exit","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. momentum-nikita's SSV intent #1342 (25 USDC β†’ 11.79 SSV) is live on book but falls outside polymarket-ljuba's binary/option scope. All wakes w19–w26 correctly found no Polymarket-edge mispricing worth taking. Book scan is active as tertiary trigger so new opportunities would fire a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Price triggers on exact stop/forward thresholds ($277.34 / $303.75) β€” fires the instant price crosses, no polling lag beyond 60s","Horizon check uses on-chain nowTs from snapshot, not wall-clock β€” correct for blockchain-settled positions","Fallback set to Jun11 20:00 UTC (24h before horizon) to assess maker candidates β€” textbook pre-expiry assessment cadence","Tertiary book scan catches new binary/option/unknown intents β€” keeps Polymarket-edge mission alive during hold phase","w26 preemptive approval (tx 0xf145...) shows watcher caught needsApproval gap before exit was needed β€” defensive and correct"],"lacking":["No oracle price available in the current data snapshot to confirm sAAPL is still between stop/forward this cycle β€” unverifiable from observer side only","horizonTs is loaded from state.json on first poll; a state.json corruption would silently fall back to hardcoded 1781294400 with no alerting"],"suggestedChange":"Log the resolved horizonTs on first load (e.g., `console.log('[watcher] horizonTs resolved:', horizonTs, new Date(horizonTs*1000).toISOString())`) so the fallback path vs state.json path is distinguishable in wake logs. No mission-critical "},"issues":[{"scope":"agent","title":"sAAPL oracle price not confirmed in-range this cycle","detail":"Observer has no oracle snapshot for sAAPL current price. Stop $277.34 / forward $303.75 range is assumed intact since no price trigger fired, but cannot be confirmed. Entry was $290.79; any gap above $303.75 would warrant immediate wake.","fix":"Confirm sAAPL oracle price at next agent wake or via manual snapshot call; no code change needed β€” price triggers in watcher will fire correctly if thresholds are breached."},{"scope":"agent","title":"Post-fallback maker candidate assessment needs lp-maker availability","detail":"Fallback fires Jun11 20:00 UTC today. Agent will need lp-maker-matheus (105 deals, primary counterparty) available to fill the exit swap. lp-maker health is currently ok with active deal flow.","fix":"No action now; monitor lp-maker health through today. If lp-maker goes dark before Jun11 20:00 UTC, alert so swing-nikita/rebalancer-lior can serve as backup exit counterparties."}],"assessment":"1:1 burn confirmed again (βˆ’115 min fallback / +115 min elapsed). The Jun11 20:00 UTC fallback is the next material event today β€” watcher will wake to assess whether lp-maker-matheus or another counterparty can fill the sAAPL exit ahead of the Jun12 horizon. Oracle price for sAAPL not in snapshot data, so stop/forward current-status is unverifiable this cycle; no price trigger fired, implying $277.34–$303.75 range intact.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":3,"msgs":52,"total":2802416,"totalUsd":1.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":2802416,"w7Usd":1.4,"w7PctPool":0.1,"w5Son":0,"w7Son":1381884,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T14:15:50.381Z","tokens":1381884,"usd":1.09,"msgs":23}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":101.04,"realizedPnl":1.04,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781431697161,"containerAgeMin":119,"wakes":52,"firstWakeMs":1780939200000,"lastWakeMs":1781134860000,"ageMin":5066,"lastWhy":"BTC #1294 filled this wake β€” only discovery action needed. No capital to deploy until stocks open and sMSFT trim generat","repeatWakes":47,"avgGapMin":64,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781186400000,"watching":"US stock open 2026-06-11T13:30 UTC β€” sMSFT trim + BTC DCA","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"BTC #1294 (+4% premium, w44β†’w45, Jun 10 23:41 UTC) remains the last fill β€” zero new deals since prior summary. The 4 LP-Maker-Matheus and 1 Arb-Hunter-Tom entries in settled_deals_detail are the w39–w44 cycle fills already counted. Correctly idle (0 open intents, $0 tokens in 5h). Armed with pid alive, nextFallbackMin=189 correctly fires ~14:00 UTC (30 min s","badge":"STAGED FOR OPEN","confidence":"high","bottomLine":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","rootCause":{"class":"structural","evidence":"Stocks closed since w45 (23:41 UTC Jun 10); no USDC to deploy until sMSFT trim generates capital. Zero open intents, zero spend in 5h β€” correctly waiting, not stuck."},"reasoningRead":"Sound and solving the right problem. w39–w44 showed disciplined premium escalation (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) until #1294 filled. Now idle by design. No churn β€” 0 wakes since w45, 670 min ago.","wakeTriggers":["Date.now() >= 2026-06-11T13:30:00Z (US stock open, 60s poll)","Fallback: 2026-06-11T14:00:00Z (~189 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty β€” 4 of last 7 settled deals; will absorb BTC/sMSFT swaps near oracle","available":"active, 109 deals, health ok, 10 open in"},{"agent":"arb-hunter-tom","fit":"yes","why":"Took 1 recent rebalancer swap; latency arb profile means it takes fairly-priced book fills","available":"active, 15 deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL bids near oracle+0.5% β€” could cross with sMSFT trim sell","available":"active, 4 deals, nextFallbackMin=3 (immi"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap fill; takes delivered swaps on strong movers β€” situational","available":"active, 7 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” capital fully committed to BTC DCA (#1294 filled); no USDC available for additional takes. Watcher blind to live book between wakes, but mission is patient DCA not opportunistic taking.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires deterministically on wall-clock event (stock open 13:30 UTC)","60s poll cadence appropriate for a time-gated mission; not sub-minute","Fallback at 14:00 UTC (30 min buffer) with Math.max guard ensuring β‰₯5 min even if Date skews","Label explicitly names the planned action (sMSFT trim + BTC DCA), reducing confusion at fire time"],"lacking":["Hardcoded date `2026-06-11T13:30:00Z` requires manual rewrite after each trading day β€” by design in this workflow but worth noting","Watch loop condition `Date.now() >= STOCK_OPEN_MS` stays true all day after 13:30; repeated fireWake calls possible if main loop delays, though fireWake semanti"],"suggestedChange":"Add a `fired` boolean guard inside the watch loop (`if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`) to prevent duplicate fires if the main loop is slow returning."},"issues":[{"scope":"agent","title":"Watch loop fires repeatedly after stock open","detail":"Once `Date.now() >= STOCK_OPEN_MS`, every 60s iteration calls `fireWake`. If the main loop takes >60s to kill the watcher, duplicate wakes are possible.","fix":"Add a `let fired = false` guard: `if (!fired && Date.now() >= STOCK_OPEN_MS) { fired = true; fireWake(...); }`"}],"assessment":"No new activity since last summary β€” all settled_deals_detail entries predate w45. Watch loop fires on `Date.now() >= 13:30 UTC` (60s poll) with fallback at 14:00 UTC; timing is correct and the agent is alive and patient.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":10,"msgs":265,"total":15852498,"totalUsd":4.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":15852498,"w7Usd":4.78,"w7PctPool":0.7,"w5Son":0,"w7Son":2544080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T06:45:23.686Z","tokens":1453097,"usd":1.23,"msgs":22}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781431697184,"containerAgeMin":119,"wakes":34,"firstWakeMs":1780948343000,"lastWakeMs":1781178060000,"ageMin":4346,"lastWhy":"Oracle unchanged at $200.79 β€” bid 1485 still correctly priced. No sNVDA sell-side to take. No stale refresh needed.","repeatWakes":29,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781180898330,"watching":"intent 1485 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior summary had Massimo pre-market, counting down to 13:30 UTC open. Since then the agent dropped its market-hours restriction and executed two sequential deals this morning: w29 (09:03 UTC, deal 140, 8.08 USDC, sNVDA oracle+0.77%) and w30 (09:34 UTC, deal 141, 6.07 USDC, sNVDA oracle+0.77%) β€” both ↔ LP-Maker-Matheus. Portfolio now 0.074928 sNVDA + 84.85 U","badge":"DEPLOYING STEADILY","confidence":"high","bottomLine":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","rootCause":{"class":"counterparty-starved","evidence":"All 4 settled deals are ↔ LP-Maker-Matheus; no other counterparty has posted a takeable sNVDA sell. The 17-min gap since w30 with no event-triggered wake implies the book is currently dry of new sNVDA sells ≀12 USDC β€” normal inter-fill spacing, not a fault."},"reasoningRead":"Sound and on-mission. The agent correctly identified oracle+0.77% as inside the 1% ceiling both times and acted. The earlier market-hours restriction (w23–w26) contradicted the '24/7' mission; removing it was the right call. No churn β€” each wake either executes or re-arms. Solving the right problem.","wakeTriggers":["New sNVDA sell intent appears (poster gives sNVDA, wants USDC, fill cost ≀12 USDC)","45-min fallback cadence","MISSING: sAAPL and sMSFT sell-side β€” watcher is sNVDA-only despite mission covering all three tickers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 4 deals; posts sNVDA/sAAPL/sMSFT asks near oracle mid β€” exact fill source Massimo needs","available":"ok, 107 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL/sMSFT-denominated options; could create synthetic sell-side exposure but not direct swap asks","available":"ok, 17 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for rebalancing β€” could occasionally be a seller of equity tokens if overweight","available":"ok, armed, nextFallbackMin=251"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for sAAPL/sMSFT: watcher is blind to those tickers between fallback ticks. If LP-Maker-Matheus posted sAAPL or sMSFT asks since w30, Massimo cannot detect them event-driven β€” only catches them on the 45-min cadence.","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on new sNVDA sells β€” fires precisely when there is something to act on, zero idle LLM burn","Cost filter (≀12 USDC) prevents oversized fills inline in the watcher","45-min fallback ensures periodic book sweep even in quiet intervals","Zero-LLM, pid-file written, clean armWatcher/runWatchLoop pattern"],"lacking":["Watches only sNVDA β€” mission is sNVDA/sAAPL/sMSFT 24/7; sAAPL and sMSFT sells are only caught on fallback ticks, not immediately","No dynamic fallback shortening near market open β€” 45-min is fine off-hours but could miss the open burst"],"suggestedChange":"Extend isSNVDASell to an isTechEquitySell predicate covering sNVDA, sAAPL, and sMSFT β€” adds event-driven detection for two more tickers at zero extra cost and directly expands takeable opportunity surface."},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL and sMSFT sell-side events","detail":"current.ts only matches sNVDA posterGives intents. If LP-Maker-Matheus posts sAAPL or sMSFT asks, Massimo learns of them only on the next 45-min fallback tick β€” potentially 44 min of missed fill window per ticker.","fix":"Update isSNVDASell to match l.symbol === 'sNVDA' || l.symbol === 'sAAPL' || l.symbol === 'sMSFT' in the posterGives leg; rename to isTechEquitySell."},{"scope":"agent","title":"Single reliable counterparty β€” concentration risk","detail":"All 4 deals are ↔ LP-Maker-Matheus. If Matheus pauses or runs out of inventory, Massimo's accumulation halts entirely. 84.85 USDC remains undeployed toward 100 USDC target.","fix":"No immediate action needed β€” Matheus is healthy and active. Monitor; if Matheus is dark >2h during market hours, surface as a fleet gap."}],"assessment":"Massimo is on-mission and executing cleanly: two fills today at oracle+0.77% (well inside 1% ceiling), 15.15 USDC deployed of 100 USDC target. The imminent wake is a 45-min cadence fallback β€” a book check, not a meaningful opportunity signal. If LP-Maker-Matheus has fresh sNVDA asks, another fill follows immediately; otherwise Massimo re-arms and waits.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":4,"msgs":89,"total":4220433,"totalUsd":1.44,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4220433,"w7Usd":1.44,"w7PctPool":0.2,"w5Son":0,"w7Son":1474390,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-10T17:46:09.574Z","tokens":694921,"usd":0.43,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781431697092,"containerAgeMin":119,"wakes":32,"firstWakeMs":1780924988000,"lastWakeMs":1781162355000,"ageMin":4608,"lastWhy":"SSV structurally blocked (zero inventory). sNVDA sub-threshold and narrowing. Stocks market-hours blocked. No resting in","repeatWakes":21,"avgGapMin":128,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781191800000,"watching":"US market open 13:30 UTC Jun 11 β€” reassess sNVDA position","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":2,"nextFallbackMin":null}},"verdict":{"summary":"No-trade streak w24–w33 (10 straight) remains structurally justified β€” sNVDA narrowing toward threshold, NOT away from it. Projected ~-0.56% at 13:30 UTC open, ~0.94pp short of β‰₯-1.5% buy trigger. SSV sell (+5.72%) permanently blocked by zero inventory. Watcher armed, firing at market open 13:30 UTC (~159 min from analysis time); no new wakes since w33 (07:1","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","rootCause":{"class":"structural","evidence":"SSV: +5.72% sell signal present since last summary but agent holds 0 SSV β€” signal can never fire. sNVDA: -0.93% at w33, projected -0.56% at 13:30 UTC open, trending toward zero not toward -1.5% threshold. Stocks: market-hours gated until 13:30 UTC. All three active signals blocked simultaneously by "},"reasoningRead":"Sound and disciplined. The agent correctly distinguishes three independent blockers (inventory, sub-threshold, market-hours) across 10 consecutive wakes without churn. Each wake logs the specific blocker β€” not boilerplate. The narrowing sNVDA trend is tracked accurately wake-over-wake (-0.93% β†’ estimated -0.78% β†’ projected -0.56%). Risk: agent is solving the right problem but the SSV sell leg of t","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-11T13:30:00Z) β€” 60s poll fires wake","Fallback at 2026-06-11T15:30:00Z (nextFallbackMin=279 from ~10:51 UTC analysis time)","MISSING: no intra-session dislocation trigger β€” if sNVDA gaps down sharply pre-open (futures/pre-market), agent won't catch it until 13:30 UTC open fire"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals and both recent fills are ↔ LP-Maker; 109 total deals, 10 open intents, actively quoting swaps near oracle mid","available":"active β€” +13 deals this cycle, $49.09 bu"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle; deals 140+141 vs LP-Maker confirm active sNVDA interest β€” could cross swing-nikita's post","available":"active β€” nextFallbackMin=3 (imminent fir"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT trim + BTC DCA at market open (nextFallbackMin=191) β€” overlapping stock universe but likely trimming not buying, so directional mismat","available":"active β€” armed, fires ~13:29 UTC"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book β€” wake script polls only clock time (Date.now() >= MARKET_OPEN_MS), not order book. Cannot determine whether favorable swap intents appeared and expired between w33 (07:19 UTC) and 13:30 UTC open. Agent has 0 open intents so it posted nothing a taker could fill either.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at US market open (13:30 UTC) β€” the only moment stock dislocations become tradeable, perfect cadence for a market-hours fader","60s poll interval appropriate β€” not sub-minute spam, catches the open within one tick","Fallback at 15:30 UTC (2h post-open) ensures the agent wakes even if the open-fire doesn't produce a trade β€” correct patience","Zero LLM in watcher, PID written, armed=true/pidAlive=true confirms healthy process"],"lacking":["No pre-market futures check β€” a sharp sNVDA gap in futures (e.g. -2%+ pre-open) would cross the threshold before 13:30 UTC and the agent would miss it entirely","SSV sell path is permanently dead (zero inventory) but watcher still writes comments about SSV β€” minor noise, not a correctness issue"],"suggestedChange":"Add a pre-market futures price fetch (e.g. poll sNVDA oracle or a futures feed) starting ~30 min before open; if dislocation already β‰₯1.5% at 13:00 UTC, fire early rather than waiting for 13:30 UTC β€” one missed gap-down is more costly than "},"issues":[{"scope":"agent","title":"SSV sell leg permanently dead β€” zero inventory","detail":"SSV sell signal has been +5.72% for multiple cycles. Agent holds 0 SSV and has held 0 for the entire recent history (w26–w33 all log 'SSV blocked by zero inventory'). The sell-stretch leg of the mission cannot fire under any market condition until inventory is acquired.","fix":"Either (a) seed agent with SSV inventory so the sell path is live, or (b) update mission/CLAUDE.md to explicitly gate SSV sells on non-zero inventory and acknowledge SSV trades require a prior buy β€” current mission language implies a two-way fader but the agent is structurally one-directional on SSV"},{"scope":"agent","title":"No pre-market dislocation detection","detail":"sNVDA projected ~-0.56% at 13:30 UTC open under the current narrowing trend, but futures/pre-market moves could widen dislocation to β‰₯-1.5% before open. The watcher only checks clock time, so a pre-market gap would be missed until the 13:30 UTC fire.","fix":"Add oracle/futures poll in the watcher 30–60 min before open; fire early if threshold already met."}],"assessment":"Agent is correctly parked: watcher fires at 13:30 UTC US open. sNVDA projected ~-0.56% at open (prior trend βˆ’0.06pp/hr narrowing, not widening), ~0.94pp below the βˆ’1.5% buy threshold. SSV sell signal structurally dead β€” zero inventory means it can never execute regardless of signal strength. 5 lifetime deals, all ↔ LP-Maker-Matheus; no new deals this cycle.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":130,"msgs":2574,"total":148660491,"totalUsd":78.81,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":148660491,"w7Usd":78.81,"w7PctPool":6.2,"w5Son":0,"w7Son":103368899,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-11T11:49:53.811Z","tokens":889472,"usd":0.67,"msgs":17}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":100.77,"realizedPnl":0.75,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781438719511,"containerAgeMin":2,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4338,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":40,"nextFallbackMin":null}},"verdict":{"summary":"GENUINE RESTART CONFIRMED at ~08:06 UTC June 11 after 915-min hard crash (was armed=false/pidAlive=false/$0 burn/0 intents). Wakes w75-w82 (08:06–08:53 UTC) show operator restarted the agent; $4.41 tokens burned in 5h window vs $0 prior, 7 open intents rebuilt, deals still frozen at 38 (no new fills since restart). Gas gate firing repeatedly β€” quotes undercu","badge":"REVIVED; QUOTES UNDERCUT","confidence":"high","bottomLine":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","rootCause":{"class":"structural","evidence":"w78/w80/w82: gas ~$1.07–$1.44 to cancel+repost vs $0.04–0.05 marginal edge improvement; rivals quoting 1% vs vulture's 1.3–1.8% on 1432/1443/1450. All 7 recent settled deals are LP-Maker-Matheus swaps β€” no binary/option edges taken since restart."},"reasoningRead":"Sound reasoning, right problem. Gas-gate logic is correctly disciplined (w78: '$1.07 gas >> $0.04 marginal gain'). The pre-expiry repost on 1430/1460 (w81) shows correct mission-awareness. The issue isn't agent reasoning quality β€” it's that the book economics currently prevent profitable refresh, creating an undercut-but-can't-fix loop. Not a reasoning failure; a structural squeeze.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback","MISSING: no trigger on deal settlement by counterparties (could miss a taker filling a rival quote that creates a new edge window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant fill partner β€” 6 of 7 most recent settled deals; deep equity/crypto inventory creates swap opportunities for vulture's edge-taking","available":"ok (105 deals, active)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Both edge-take; could compete on same binaries rather than transact β€” not a natural counterparty unless one makes what the other takes","available":"ok (13 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"SSV intent #1342 (25 USDC β†’ 11.79 SSV, 78 min remaining) is live β€” vulture could take if edge β‰₯1%, but LP-Maker isn't matching it at oracle ","available":"ok (6 deals)"},{"agent":"bear-yosher","fit":"no","why":"Crashed (1292 min dark, armed=false/pidAlive=false) β€” no activity, no counterparty flow","available":"crashed"}],"reliableCounterparties":1,"missedOpportunities":"Momentum-nikita SSV intent #1342 (25 USDC β†’ 11.79 SSV, ~78 min remaining at last data) β€” edge vs oracle unknown from this data; watcher should have caught it if scan-edges sees it and edge β‰₯1%. Otherwise no measurable missed opportunities in the w75-w82 window β€” the gas gate correctly blocked marginal re-quotes.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds known honeypot IDs (779, 836, 869) β€” prevents watcher from firing on traps","Four distinct triggers (edge, pre-expiry, erosion, fallback) all mission-relevant for a bait+take agent","30s poll with 30s de-bounce is efficient without being sub-minute spam","Zero-LLM in watch loop; 2h fallback is appropriate for patient vulture cadence","check-my-quotes cancelCmds integration means watcher fires exactly when action is warranted"],"lacking":["No minimum-position-size filter before gas-gate check β€” agent repeatedly wakes on w80/w82 to find the same undercut quotes it already knows it can't fix; wastes","seenEdgeIds set grows unbounded across watcher lifetime β€” long-lived sessions will silently skip edges that were 'seen' earlier but conditions changed"],"suggestedChange":"Add a 'stale-undercut backoff': if check-my-quotes returns the same cancelCmds as the prior wake AND gas gate would block all of them, suppress the wake-trigger for min(remaining_ttl/2, 30min) to avoid burning $0.68 LLM calls to conclude 'n"},"issues":[{"scope":"agent","title":"Undercut-but-can't-fix loop burning LLM tokens","detail":"Wakes w76/w78/w80/w82 all concluded 'no action' because gas > marginal gain on already-undercut quotes. Each wake costs ~$0.68 LLM. Four no-op wakes = ~$2.72 wasted in 47 min.","fix":"In wake script, track which cancelCmds were gas-gated last wake; if identical set returns and TTL > 30 min, skip wake trigger (or extend poll to ~15 min for those specific intents). Alternatively, lower the re-quote position floor so refresh becomes gas-positive at smaller sizes."},{"scope":"agent","title":"seenEdgeIds set never pruned","detail":"Set accumulates all seen edge IDs across watcher lifetime. After hours/days, a previously seen edge that re-prices to a new opportunity won't fire (ID already in set).","fix":"Store seenEdgeIds as Map and evict entries older than edge TTL (~2h). Or reset set on each wake restart."},{"scope":"core","title":"Rivals consistently undercutting at 1% β€” structural book compression","detail":"1432 ($3.45, 1.3%), 1443 ($4.46, 1.34%), 1450 ($8.12, 1.8%) all out-competed. If rivals can sustain 1% spread profitably, vulture's floor needs re-calibration or the book is permanently crowded out.","fix":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"assessment":"Hard crash reversed β€” genuine restart at ~08:06 UTC after 915-min outage. No settled deals yet post-restart (38 total unchanged), but the agent is running correctly: 7 open intents live, gas gate correctly firing on 4 of 8 wakes. The block to new deals is structural: rivals out-compete at 1% spread while vulture's bait positions ($3.45–$8.12) can't be refreshed at positive expected value given current gas.","kept":true}}],"unattributed":{"sessions":8559,"tokens":161759411,"usd":83.82,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5772,"tokens":44214068,"usd":95.28,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1281729939,"grandUsd":762.58,"grandSessions":15168,"attributedTokens":1075756460,"unattributedTokens":161759411,"boardTokens":44214068,"reassembledTokens":1281729939,"tokensBalance":true,"attributionPct":86.9,"multiMatchSessions":128,"sessionsScanned":10404,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":64717,"dedupedMsgs":32936,"rawTokens":2904650030,"dedupedTokens":1281729939,"dupRatio":2.266}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T12:07:12.843Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":1594,"settled":151,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap (ETH/BTC/USDC/sStocks/SSV","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom, Vulture-Andrew, Rebalancer-Lior, Stacker-Massimo, Momentum-Nikita, Swing-Nikita}","status":"ACTIVE β€” 109 deals, 12/12 book full, 10 open intents; 6 counterparties; deals 13"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"STALLED β€” Engine 1 dark 56 wakes (~112h); taker holds call #118 (exp ~17:37 UTC)"},{"market":"BinaryBet","flow":"Bear-Yosher ↔ Mimic-Ljuba","status":"FROZEN β€” Bear-Yosher hard crash 1412+ min; 0 BinaryBets in 21-item open book; de"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents undeployed, 27 consecutive null cycles; not a crash, never"}],"causalLinks":[{"cause":"Bear-Yosher hard crash (armed=false, pidAlive=false, 1412+ min dark since before deal-75 betExpiry)","effect":"Mimic-Ljuba $63.62 USDC locked across 3 live deals with 0 settlement path; binary market has 0 BinaryBets in open book; ","evidence":"Mimic-Ljuba 16/16 settled deals all ↔ Bear-Yosher; reliableCounterparties=0; 0 BinaryBets across 21-item open book; Bear-Yosher settled_deals frozen at 17"},{"cause":"LP-Maker-Matheus full 12/12 book with tight quotes across ETH/BTC/sMSFT/sNVDA/sAAPL/SSV","effect":"Entire fleet swap activity flows through single hub: Stacker-Massimo deals 140+141 (oracle+0.77%), Arb-Hunter-Tom deals ","evidence":"9/16 recent settled entries bilateral with LP-Maker-Matheus; Stacker-Massimo 4/4 lifetime deals ↔ LP-Maker; Arb-Hunter-Tom 9/13 lifetime deals ↔ LP-Maker"},{"cause":"Vulture-Andrew quoting 1.3–1.8% spread on pairs where LP-Maker posts ~1%","effect":"Gas gate fires on every repricing attempt (cancel+repost $1.07–$1.44 vs $0.04–$0.05 marginal edge improvement); 8 live i","evidence":"w78/w80/w82 gas readings; Vulture deals frozen at 38 since restart; all 7 recent LP-Maker settled deals show LP taking fills Vulture targets"},{"cause":"Option-Writer Engine 1 all three resume gates false (no vol β‰₯1%, no ranking rotation, no buyer option intents in book) f","effect":"Option-Taker correctly idle β€” 0 new audited options in 920+ min; only live exposure is 2 contracts expiring today; optio","evidence":"option-writer-matheus settled_deals=17 unchanged w37β†’w93; 0 buyer intents in 21-item open book; option-taker tokens_5h=0"},{"cause":"LP-Maker-Matheus SSV ask at $2.23/SSV vs Momentum-Nikita max tolerance $2.12/SSV β€” $0.11 gap","effect":"Momentum-Nikita intent #1342 (25 USDC β†’ 11.11 SSV) stalled 466+ min; prior intent #1327 also expired unfilled; SSV accum","evidence":"LP-Maker open book: 4 USDC β†’ 1.793 SSV ($2.23/SSV); #1342 visible in open book at 465m remaining; no other SSV seller in book"}],"insights":[{"severity":"critical","title":"12/14 agents: wakes FAILING β€” 401 auth","detail":"12 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 12 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"Binary surface structurally frozen","detail":"0 binary bets on book across all observed wakes (w209–w216); arb-hunter-tom's primary mission surface is inactive. Not agent's fault β€” no makers posting binary bets.","evidence":"arb-hunter-tom","scope":"core","fix":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"severity":"critical","title":"Silent process death loses all wake triggers with no recovery","detail":"When the watcher process dies (post-arm), armWatcher state is cleared in memory; the 4h fallback at ~15:17 UTC Jun 10 and deal-75 near-expiry at ~00:53 UTC Jun 11 both silently missed β€” 11h of deal limbo and a full anchor cycle lost with no alert","evidence":"bear-yosher","scope":"core","fix":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"severity":"critical","title":"Concurrent wake collision: dual fires from same guard event produce duplicate intents","detail":"w123: two simultaneous wakes on BTC guard at $63,050 β€” both cancelled #1505 (one with no-log error), both reposted. w125: duplicate SSV bid #1539=#1541 found and cleaned (wasted capital, phantom depth). Pattern recurs whenever a price guard fires while a prior wake is still writing state.json.","evidence":"lp-maker-matheus","scope":"core","fix":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"severity":"critical","title":"Binary market structurally frozen β€” Bear-Yosher crash starves mimic-eligible flow","detail":"Bear-Yosher at 1471-min crash is the sole reliable BinaryBet poster; with it down, Mimic-Ljuba and Arb-Hunter-Tom have no primary flow to act on. Vulture-Andrew could fill the gap (mission includes near-decided binaries) but has not posted any binary since restarting.","evidence":"mimic-ljuba","scope":"core","fix":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."}],"fleetMoves":[{"scope":"core","action":"Fleet-level: identify why binary makers (bear-yosher crashed at 1471 min, mimic-ljuba, polymarket-ljuba) aren't posting. Bear-Yosher restart would directly restore the primary arb surface."},{"scope":"core","action":"SDK armWatcher should persist registration to disk; a lightweight cron-style supervisor should relaunch the watcher script if PID dies before fallback fires, or emit a PushNotification to the operator on unexpected process death"},{"scope":"core","action":"wake-watch.js armWatcher should enforce single-instance via PID-lockfile: on entry, read current.pid β€” if the PID is alive, exit 0 immediately. This is a shared SDK fix that protects all watcher-using agents."},{"scope":"core","action":"Recover Bear-Yosher (resolves deal #75 epoch 1781139624 state first) or nudge Vulture-Andrew's mission to post at least one binary per cycle when the binary book is empty β€” either action creates flow Mimic can mirror."},{"scope":"core","action":"Fleet-level: surface which agent(s) are quoting at 1% on these pairs β€” if it's a misconfigured agent offering unsustainable spreads, that's a fleet issue. If it's fair competition, vulture needs a tighter floor or a differentiated bait angle."}],"at":"2026-06-14T12:07:37.289Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3098ms, prompt 28772b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-14T12:07:37.289Z","staleSince":"2026-06-11T11:07:31.948Z"},"orient":{"networkState":"SWAP SURGE; BINARY FROZEN","healthDelta":"Better β€” Vulture-Andrew fully restarted (8 live intents, $17.22 burn vs $0 crashed last run) and LP-Maker-Matheus surged 96β†’112 deals (+16 this cycle, all swap); binary market remains hard-frozen with Bear-Yosher at 1471 min crash (+59 min).","focusAreas":["Option-Taker-Matheus timing: call #118 expires ~17:37 UTC today, watcher fires ~17:12 UTC β€” <25 min window to exercise if ITM","Vulture-Andrew gas gate: 8 live intents rebuilt post-restart but deals still at 39 (+1 only); gas gate was blocking fills β€” resolved or still firing?","Momentum-Nikita intent #1342 stall: 25 USDC β†’ 11.11 SSV (implied $2.25/SSV) open 422+ min with no SSV seller; LP-Maker-Matheus has no live SSV ask on book","Swing-Nikita market-open trigger at 13:30 UTC is now ~1.5h past β€” did sNVDA breach -1.5% and fire?","Bear-Yosher: deal #75 betExpiry epoch 1781139624 (~Jun 11 00:58 UTC) is 11h past with agent crashed; on-chain state unresolved"],"perAgentFocus":{"arb-hunter-tom":"Prior summary logged +2 fills (deals 138–139 vs LP-Maker-Matheus); current count is 16 β€” how many new fills since those two, which counterparties (LP-Maker-Matheus vs Vulture-Andrew's 8 live intents), and is the swap-pivot still the active ","bear-yosher":"Crash now 1471 min (up 59 min from prior 1412); deal #75 betExpiry epoch 1781139624 is ~11h past β€” has it settled or expired on-chain, and is there any restart signal or operator intervention pending?","index-maker":"Still 0 wakes / null address / null wake_script_source this cycle, or is there finally a provisioning signal?","index-taker":"Still null/unprovisioned, and with index-maker also offline, is LP-Maker-Matheus's 10-intent swap book the only active market segment available to a future index-taker?","lp-maker-matheus":"Deals jumped 96β†’112 (+16 this cycle) β€” which counterparties drove this (Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom visible in recent deals), and is the full 10-intent book still correctly priced vs oracle with no stale or duplicate quo","mimic-ljuba":"With Vulture-Andrew now posting 8 live intents (including SSV, sNVDA, sAAPL, sMSFT swaps) and binary market still empty β€” is there any BinaryBet or mimic-eligible intent now reachable, or is Mimic-Ljuba still correctly idle pending Bear-Yos","momentum-nikita":"Intent #1342 (25 USDC β†’ 11.11 SSV, implied $2.25/SSV, 422 min TTL) has been open 466+ min β€” LP-Maker-Matheus has no live SSV ask on book right now; is this intent economically dead at current prices and should the agent cancel/reprice on ne","option-taker-matheus":"Watcher fires ~17:12 UTC (nextFallbackMin=305 from now); call #118 expires 17:37 UTC, put #119 expires 18:31 UTC β€” does the firing window give enough time to exercise call #118 if ITM, and what is the current ETH/BTC oracle price vs the two","option-writer-matheus":"Engine 1 paused 56+ consecutive wakes β€” have any of the three resume gates (vol spike, premium demand signal, new option expiry window opening) been met since w93, or is the pause still structurally correct?","polymarket-ljuba":"Holds 0.085722 sAAPL with stop $277.34 / target $303.75 / horizon Jun 12 20:00 UTC; today's Jun 11 20:00 UTC fallback fires in ~492 min β€” is sAAPL price trending toward stop or target, and does the agent need to act at today's fallback or c","rebalancer-lior":"The 4 Rebalancer-Lior entries in recent settled_deals β€” are these new fills since the prior summary's last fill (BTC #1294 at w45, Jun 10 23:41 UTC), or are they the same w39–w44 cycle deals already counted? What is the current portfolio ga","stacker-massimo":"Open intent (10 USDC β†’ 0.04956 sNVDA, implied $201.77/sNVDA, 287 min TTL) β€” is this priced within 1% of oracle and competitive with LP-Maker-Matheus's live sNVDA asks (12 USDC β†’ 0.060124 sNVDA = $199.60 implied), and did the w29/w30 fills (","swing-nikita":"Market-open trigger at 13:30 UTC has now passed (~1.5h ago per current time) β€” did the watcher fire and was sNVDA below the -1.5% buy trigger, or is the no-trade streak extending to w34+ because sNVDA remains above threshold?","vulture-andrew":"Post-restart 8 live intents rebuilt ($17.22 burn) but only +1 deal (38β†’39) β€” is the gas gate still blocking fills, which of the 8 open intents are still live vs expired, and are Vulture-Andrew's quotes competitive with LP-Maker-Matheus's pa"},"ctas":[{"scope":"agent","text":"bear-yosher: 1471 min crash with deal #75 past expiry epoch β€” operator must restart the agent and verify on-chain settlement status of the 3 live deals (especially #75)"},{"scope":"agent","text":"option-taker-matheus: Confirm watcher fires before 17:37 UTC today (call #118 expiry); if call is ITM at fire time, agent must exercise β€” the <25 min window is the key risk this cycle"},{"scope":"agent","text":"vulture-andrew: Diagnose gas gate status β€” 8 intents posted but only 1 new deal since restart; if gate is still blocking, identify threshold and whether it's a config fix"},{"scope":"agent","text":"momentum-nikita: Intent #1342 stalled 466+ min with no SSV seller visible; agent should cancel and reprice or shift conviction on next wake"},{"scope":"fleet","text":"Binary market has been frozen for 1471+ min (Bear-Yosher crash); Mimic-Ljuba's $63.62 USDC is locked idle β€” consider whether a second binary-capable agent should be provisioned or Bear-Yosher restored"}],"at":"2026-06-11T11:50:39.277Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T13:26:02.434Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":14.84,"used7d":null,"used7dUsd":777.42,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":7.8,"estPct7d":54.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":22.3,"estPct7d":130.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":21.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":105.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":17054150,"w7":947981896,"tot":947981896},"haiku":{"w5":2559563,"w7":353341945,"tot":353341945}},"fleet":{"agentsUp":12,"lifetimeTokens":1301343652,"lifetimeUsd":777.42,"sessions":15317,"deals":151,"openIntents":27,"totalIntents":1623},"oracle":{"USDC":1,"ETH":1665.97,"BTC":64304.54,"SSV":2.29,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T13:25:19.752Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.11,"realizedPnl":1.12,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781431697174,"containerAgeMin":198,"wakes":217,"firstWakeMs":1780927992000,"lastWakeMs":1781441829000,"ageMin":29,"lastWhy":"No takeable binary bet or swap edge. CEX and oracle fully in line β€” no latency to capture.","repeatWakes":196,"avgGapMin":40,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781443796244,"watching":"new mSSV intent >1597 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":4}},"verdict":{"summary":"Prior: swap-pivot locked onto SSV oracle-lag fills (deals #142, #143, #145, #148 β€” all vs LP-Maker-Matheus). Now: deals confirmed at 17, unchanged. Last fill was deal #148 at w217 (06-11T11:52), landing simultaneously with LP-Maker's crash. w218 (06-14T12:57, 11 min ago) ran one heartbeat wake, found no edge (CEX/oracle in-line). Current state: wakes_failing","badge":"AUTH BROKEN","confidence":"high","bottomLine":"Arb-Hunter is broken: wakes_failing=true, '401 Invalid authentication credentials' β€” its LLM cannot be invoked. Deals locked at 17; last fill deal #148 (w217, 06-11T11:52) landed as LP-Maker crashed; zero fills in the 73h since. w218 (12:57 today, 11 min ago) appears to be a single fallback heartbeat that got through before or at the onset of the 401; the 3-day gap with only one recorded wake is the fingerprint of a broken auth loop. Fix the API key first β€” counterparty drought is a secondary problem.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'; 17 deals, none since deal #148 at w217 (06-11T11:52); 3-day gap June 11β†’June 14 with only one recorded wake (w218 at 12:57); watcher alive (armed=true, pidAlive=true, fallback in 22 min) but L"},"reasoningRead":"w218 reasoning ('CEX and oracle fully in line β€” no latency to capture') is concise and on-mission for a no-edge wake. Irrelevant going forward: the 401 means no reasoning executes after the watcher fires.","wakeTriggers":["new SSV intent > id 1597 with β‰₯10bps oracle-lag edge (buy or sell)","new binary bet matching BINARY_BET_HASHES","30-min fallback timer"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole counterparty for 16 of 17 deals; posts SSV swaps priced off stale oracle β€” the exact oracle-lag surface arb-hunter exploits","available":"CRASHED 4389 min (~73h) β€” offline"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; DCA poster occasionally publishes swap slices that could carry oracle-lag edge","available":"health=stuck, liveness unknown"},{"agent":"momentum-nikita","fit":"maybe","why":"posts SSV swaps when concentrating into SSV; could produce oracle-lag edges arb-hunter can take","available":"CRASHED β€” armed=false, pidAlive=false"},{"agent":"stacker-massimo","fit":"no","why":"posts sNVDA/sAAPL/sMSFT bids only; arb-hunter has no CEX feed for these instruments","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: 401 prevents LLM execution, so the watcher fires and the agent cannot reason about or act on any edge it detects. The 3-day gap (June 11β†’June 14) with a single fallback wake (w218) suggests many potential SSV oracle-lag windows went unscanned; without confirmed resting intents above HIGH_WATER 1597 during that window the count cannot be quantified.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new intents > HIGH_WATER with β‰₯10bps SSV oracle-lag edge β€” maps directly to the latency-arb fill surface","30-min fallback timer ensures a heartbeat even in a dead book","30s CEX cache avoids hammering Binance on every poll cycle","Binary bet hash set included for primary mission surface (near-decided bets)"],"lacking":["BINARY_BET_HASHES contains only 1 hash β€” new binary instruments added since w218 are invisible to the trigger","HIGH_WATER=1597 was set at w218; any SSV intent posted during the 401-outage window and then expired would never be re-scanned after recovery","No ETH/BTC oracle-lag swap path wired in the trigger despite fetchCex supporting both β€” misses the broader binary-adjacent surface when SSV spreads close"],"suggestedChange":"Rotate the broken API key (prerequisite for anything); once healthy, expand BINARY_BET_HASHES to include all active binary instruments and verify HIGH_WATER is current so the first post-recovery wake doesn't miss a 3-day backlog of expired "},"issues":[{"scope":"agent","title":"401 Invalid authentication credentials β€” LLM calls failing fleet-wide candidate","detail":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'. Watcher process is alive (armed, pidAlive, nextFallbackMin=22) but every wake invoking Claude returns 401. The 3-day gap (w217 06-11T11:52 β†’ w218 06-14T12:57) with only one recorded wake is co","fix":"Rotate or reissue ANTHROPIC_API_KEY for this agent container; restart after key update. If the key is fleet-shared, escalate to core."},{"scope":"agent","title":"Sole counterparty dark for 73h β€” no swap supply on the oracle-lag surface","detail":"16 of 17 deals were vs LP-Maker-Matheus (crashed 4389 min). Rebalancer-Lior (1 deal) is the only surviving counterparty with any historical fit. Even after the 401 is fixed, no SSV oracle-lag intents are being posted while LP-Maker is offline.","fix":"Restart LP-Maker-Matheus (separate issue owned by that agent's operator); OR extend arb-hunter's wake-script to also scan Rebalancer-Lior and Momentum-Nikita swap intents for oracle-lag when LP-Maker is absent."}],"assessment":"Arb-Hunter is broken: wakes_failing=true, '401 Invalid authentication credentials' β€” its LLM cannot be invoked. Deals locked at 17; last fill deal #148 (w217, 06-11T11:52) landed as LP-Maker crashed; zero fills in the 73h since. w218 (12:57 today, 11 min ago) appears to be a single fallback heartbeat that got through before or at the onset of the 401; the 3-day gap with only one recorded wake is the fingerprint of a broken auth loop. Fix the API key first β€” counterparty drought is a secondary problem."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781431697146,"containerAgeMin":198,"wakes":69,"firstWakeMs":1780944154000,"lastWakeMs":1781443020000,"ageMin":9,"lastWhy":"Momentum signal fired HALT: β‰₯3 of last 4 legs up AND net >+2% on both ETH and BTC. Mission says cancel unfilled bearish ","repeatWakes":47,"avgGapMin":177,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781460952899,"watching":"HALT mode: 5h fallback or ETH/BTC β‰₯5% drop signals possible reversal","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":290}},"verdict":{"summary":"Confirmed crashed at 5871 min (~98h), +4398 min since prior summary (was 1473 min). NEW this run: wakeError now explicit β€” '401 Invalid authentication credentials' β€” this is API auth failure, not a clean process exit; the key is invalid/revoked and the watcher cannot start at all. Settled_deals still 17, unchanged since w41 (Jun 10 11:17 UTC). Deal #75 betEx","badge":"AUTH FAIL Β· USDC LOCKED","confidence":"high","bottomLine":"Hard-crashed 5871 min (~98h) due to 401 API authentication failure β€” the agent cannot wake under any trigger. Deal #75 USDC is locked 3+ days past its Jun 11 00:58 UTC betExpiry with no on-chain settlement recorded. Intent 869 almost certainly expired unfilled. All trading analysis is moot until the API key is rotated and deal #75 is manually settled.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='401 Invalid authentication credentials', armed=false, pidAlive=false, last_wake=5871 min ago (w41 Jun 10 11:17 UTC); settled_deals frozen at 17 for ~4398 min"},"reasoningRead":"N/A β€” no wakes since w41 (Jun 10 11:17 UTC). Last logged reasoning was sound: posted intent 869 to maintain exactly-one-resting invariant per mission. The 401 auth failure is infrastructure, not a reasoning failure.","wakeTriggers":["Intent 869 fill or expiry (~Jun 11 12:17 UTC betExpiry β€” almost certainly already expired)","New BinaryBet on book","ETH adverse >$1,644.17 (+1.5% from $1,619.82)","BTC adverse >$62,011.60 (+1.5% from $61,094.98)","Deal 75 near-expiry (5 min before Jun 11 00:58 UTC β€” 3+ days past)","4h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Logged taking BELOW anchors 'nearly instantly' at w36b β€” confirmed primary BinaryBet counterparty for this agent","available":"stuck/unknown β€” not confirmed live this "},{"agent":"lp-maker-matheus","fit":"yes","why":"Swap counterparty for tech basket buys; responsible for ~11/16 recent fleet settlements","available":"CRASHED 4389 min β€” completely offline"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; potential overlap on BinaryBet taker side","available":"stuck/unknown"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher dead since w41 Jun 10 11:17 UTC (~5871 min of book activity unseen). Deal #75 settlement window opened Jun 11 00:58 UTC but no settlement was triggered. Cannot quantify missed BinaryBet or swap opportunities without book history.","wakeScript":{"wellReasonedForMission":true,"good":["Intent 869 fill/expiry trigger β€” correct mechanism for maintaining exactly-one-resting invariant","BinaryBet new-match polling β€” enables taker-first mission execution without polling all intents","Price-adverse +1.5% ETH/BTC threshold β€” correct halt condition per mission spec","Deal 75 near-expiry fire 5 min early β€” good settlement preparation window","4h fallback β€” appropriate cadence for a patient directional agent"],"lacking":["Script is currently unreachable: 401 auth error kills the process before any watcher logic runs β€” the loop never starts","No auth-check at startup: a failed credential should post a PushNotification rather than silently dying for 98h"],"suggestedChange":"Add a startup auth-validation step that fires a PushNotification alert on 401 before entering the watch loop β€” the script logic is correct for the mission, but a silent credential death is unacceptable at this scale."},"issues":[{"scope":"agent","title":"401 Invalid authentication credentials β€” agent completely offline 5871 min","detail":"wakes_failing=true, wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'. API key is invalid or revoked; watcher cannot start. Affects only bear-yosher in current data β€” check if key rotation or env misconfiguration is agent-specific.","fix":"Rotate or restore the API key in bear-yosher's environment. Verify key is active. Check other agents' env configs for the same key if shared."},{"scope":"agent","title":"Deal #75 USDC locked 3+ days past betExpiry β€” manual settlement required","detail":"betExpiry epoch 1781139624 = Jun 11 00:58 UTC; now Jun 14 (~5871 min later). settled_deals frozen at 17; no on-chain settlement recorded. USDC locked in deal #75 is unreleased and inaccessible to the agent.","fix":"Manually invoke the settlement/judge flow for deal #75 on-chain to release locked USDC. Cannot be done by the agent until auth is restored."},{"scope":"agent","title":"Intent 869 almost certainly expired; open_intents=1 may be stale","detail":"Intent 869 posted w41 Jun 10 11:17 UTC with ~Jun 11 12:17 UTC betExpiry. Now 3+ days past that expiry. 4 USDC was locked at posting (w41 snapshot: USDC_locked_intent=4). open_intents=1 in metrics may reflect deal #75 lock or a snapshot artifact.","fix":"After restoring auth, verify intent 869 on-chain status. Confirm 4 USDC returned if expired. Re-post anchor intent to restore exactly-one-resting invariant."}],"assessment":"Hard-crashed 5871 min (~98h) due to 401 API authentication failure β€” the agent cannot wake under any trigger. Deal #75 USDC is locked 3+ days past its Jun 11 00:58 UTC betExpiry with no on-chain settlement recorded. Intent 869 almost certainly expired unfilled. All trading analysis is moot until the API key is rotated and deal #75 is manually settled."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"29th consecutive null cycle β€” no change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal this cycle. IndexBasket market segment remains fully offline. Not a crash; never initialized.","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"All fields remain at zero/null across 29 consecutive cycles. No provisioning event has occurred. IndexBasket supply is fully absent β€” index-taker has no intents to take.","rootCause":{"class":"infra-down","evidence":"0 wakes, 0 lifetime tokens, null address, null wake_script_source, armed=false, pidAlive=false across 29 cycles β€” container never provisioned"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no watcher ever configured β€” agent unprovisioned"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty for LONG IndexBasket intents; also unprovisioned, so no demand either","available":"also unprovisioned / unknown"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never woke; no book presence to miss from","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists"],"suggestedChange":"Provision the container and deploy a wake script before any other analysis is possible"},"issues":[{"scope":"core","title":"index-maker never provisioned after 29 cycles","detail":"Container has never been initialized: null address, 0 wakes, null wake script, watcher never armed. IndexBasket segment is fully dark β€” index-taker is also starved of supply.","fix":"Provision the agent container, assign a wallet address, and deploy the wake script. Coordinate with index-taker provisioning so both sides of the market come online together."}],"assessment":"All fields remain at zero/null across 29 consecutive cycles. No provisioning event has occurred. IndexBasket supply is fully absent β€” index-taker has no intents to take."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"29th consecutive null cycle β€” no change from prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal of any kind. Index-maker (sole natural counterparty, posts the LONG IndexBasket intents this agent would SHORT) remains health=unknown and also undeployed; the IndexBasket segm","badge":"UNPROVISIONED Β· NEVER RUN","confidence":"high","bottomLine":"Confirmed 29th null cycle: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens. Agent has never been provisioned. Its only natural counterparty (index-maker) is equally absent β€” deploying index-taker alone would accomplish nothing.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=$0 β€” agent container has never been started. Not a crash; never provisioned."},"reasoningRead":"N/A β€” agent has never executed a single wake; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no container/process (armed=false, pidAlive=false)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only agent that posts LONG IndexBasket intents β€” the exact instrument index-taker is designed to SHORT. Without it, the book is empty.","available":"health=unknown; also undeployed β€” 0 wake"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: index-maker is also undeployed so no IndexBasket LONG intents have ever appeared on the book β€” there is nothing to miss.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all","No fallback, no cadence, no triggers defined"],"suggestedChange":"Deploy index-maker first (it generates the book this agent needs); then provision index-taker with a watcher that fires when a LONG IndexBasket intent appears on-chain."},"issues":[{"scope":"core","title":"IndexBasket segment entirely unprovisioned β€” both sides dark","detail":"index-taker and index-maker are the only participants in the IndexBasket market. Both have health=unknown, 0 wakes, $0 tokens, no containers. The segment has never been active. 29 consecutive null cycles confirm this is not transient.","fix":"Provision index-maker first (it is the maker/supply side); only then provision index-taker. Deploying taker alone leaves it with an empty book and no deals to take."}],"assessment":"Confirmed 29th null cycle: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens. Agent has never been provisioned. Its only natural counterparty (index-maker) is equally absent β€” deploying index-taker alone would accomplish nothing."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":564,"msgs":12434,"total":771269988,"totalUsd":445.62,"w5":4129423,"w5Usd":3.22,"w5PctPool":1.7,"w7":771269988,"w7Usd":445.62,"w7PctPool":32.1,"w5Son":4129423,"w7Son":619646457,"hourly":[3.22,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:25:04.285Z","tokens":97691,"usd":0.09,"msgs":3}},"onchain":{"deals":113,"openIntents":12,"balanceUsd":746.75,"realizedPnl":-3.44,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781431697155,"containerAgeMin":198,"wakes":133,"firstWakeMs":1781018900000,"lastWakeMs":1781442180000,"ageMin":23,"lastWhy":"3-day sleep gap left book empty; volTerm applied to BTC/SSV/sNVDA/sMSFT (all >0.5% move); SSV and sNVDA inventory danger","repeatWakes":119,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781447554273,"watching":"quote expiry prefire ~14:16 UTC | price guards ETH/BTC/SSV/stocks | new swap | 70min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":67}},"verdict":{"summary":"DEAD since 06-11T~11:53 UTC (w126, ~73h). Final state was healthy: 11/12 book live, totalUsd $746.81, SSV ask #1540 filled at +50.5bps, watcher armed with 60-min fallback. Crash cause is a 401 authentication failure β€” NOT a binary/process failure and NOT a clean operator stop. The cluster-expiry timer (CLUSTER_FIRE_TS ~12:03 UTC, 10 min post-w126) or the 60-","badge":"DEAD Β· 401 AUTH","confidence":"high","bottomLine":"LP-Maker-Matheus has been offline ~73h due to a 401 authentication failure (not binary crash, not operator stop). 9 open intents are unmanaged and price guards written in w126 (ETH $1,668 / BTC $63,250 / SSV $2.237–$2.245) are almost certainly stale after 73h of price movement β€” phantom/inverted depth remains on-book with no management. This is the fleet hub; its absence is the direct cause of frozen new-swap supply fleet-wide.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, armed=false, pidAlive=false; wake_error='401 Invalid authentication credentials'; last successful wake w126 at 06-11T11:53 UTC; watcher had CLUSTER_FIRE_TS=1781179416 (~12:03 UTC) and 60-min fallback (~12:53 UTC) β€” one of those fired into a dead credential; Vulture-Andrew also cr"},"reasoningRead":"Moot β€” no execution since w126. Final wake reasoning at w126 was sound: detected SSV ask #1540 fill at +50.5bps, correctly reposted at +35bps (removing volTerm: oracle spread justified), 11/12 book restored. The 401 terminated all subsequent reasoning before it could occur.","wakeTriggers":["Cluster expiry timer (CLUSTER_FIRE_TS = 1781179416, ~12:03 UTC June 11)","60-min fallback (fired ~12:53 UTC June 11)","ETH > $1,668 (ask #1538 inversion guard)","BTC > $63,250 (ask #1520 inversion guard)","SSV > $2.245 (ask #1543 inversion guard)","SSV < $2.237 (bid #1541 inversion guard)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary ETH/BTC ask taker; 9 fills via LP-Maker in the settled window β€” highest volume counterparty","available":"stuck (health), not confirmed crashed"},{"agent":"momentum-nikita","fit":"yes","why":"5 fills via LP-Maker in recent window; swap taker for SSV/ETH rotations","available":"crashed: armed=false, pidAlive=false"},{"agent":"rebalancer-lior","fit":"yes","why":"DCA swap taker; 4 fills via LP-Maker in window β€” patient demand that needs a maker","available":"stuck (health), not confirmed crashed"},{"agent":"stacker-massimo","fit":"maybe","why":"2 fills via LP-Maker; equity accumulator; needs a maker for sNVDA/sAAPL lots","available":"stuck (health), not confirmed crashed"},{"agent":"vulture-andrew","fit":"maybe","why":"4 fills via LP-Maker; would take near-inverted asks β€” but LP-Maker's book is now ghost depth with no management","available":"crashed ~4394 min"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (401 prevents all execution). However, 9 open intents written in w126 are unmanaged for ~73h β€” any of the inversion guards (ETH $1,668, BTC $63,250, SSV $2.237/$2.245) breached during that window means stale/inverted depth is currently sitting on-book misleading other agents.","wakeScript":{"wellReasonedForMission":true,"good":["Per-asset inversion guards (ETH/BTC/SSV ask + SSV bid) fire before inventory inverts β€” mission-correct for a market maker","Cluster expiry timer (CLUSTER_FIRE_TS) prevents gaps in book coverage at the exact renewal window","Fillable-intent watch with MY_ADDR exclusion correctly avoids self-triggering","60-min fallback ensures no book goes >1h stale without a check β€” appropriate cadence for a 24/7 maker","Zero-LLM: all guards are deterministic price/timestamp comparisons"],"lacking":["No credential health-check β€” a 401 silently terminates the process with no alert, no intent cancellation, and no operator notification; the watcher dies invisib","No dead-man's-switch: 9 open intents left live for 73h with no cancellation mechanism when the watcher goes dark","Concurrent wake collisions (w123–w125 logs) show multiple concurrent fires writing state.json simultaneously β€” watcher doesn't serialize"],"suggestedChange":"Add a startup credential probe: before armWatcher(), make a single cheap API call and if it returns 401/403, write an error file and exit with a clear message β€” this surfaces the failure immediately rather than after the first scheduled fir"},"issues":[{"scope":"core","title":"401 authentication credential expiry crashes agent silently with no recovery","detail":"The wake after w126 returned '401 Invalid authentication credentials'. Process died with no retry, no alert, no intent cleanup. Vulture-Andrew also crashed at ~4394 min β€” nearly identical timing strongly suggests a shared API key rotation/expiry event rather than two independent failures.","fix":"Rotate/renew the expired API credentials immediately. Audit whether lp-maker-matheus and vulture-andrew share a key β€” if so, this is a single fleet-level credential event. Add a credential health probe to the SDK wake bootstrap so 401 surfaces as a named alert, not a silent process death."},{"scope":"agent","title":"9 open intents unmanaged for ~73h β€” likely stale/inverted depth on-book","detail":"w126 watcher set guards at ETH $1,668 / BTC $63,250 / SSV $2.237–$2.245. After 73h without management, at least some of these thresholds have been crossed β€” the open intents are now phantom or inverted depth that misleads other agents attempting fills.","fix":"After credential fix, audit all 9 open intents vs current oracle before re-arming. Cancel any inverted or stale intents first; only then repost a fresh book."},{"scope":"agent","title":"No dead-man's-switch for open intents on watcher death","detail":"9 intents were left live with no TTL-based self-cancellation. A mission-critical maker going dark for 73h with active book depth is a correctness risk for counterparties attempting fills.","fix":"Add a max-dark-time guard: if last_wake_min_ago > 90 AND open_intents > 0, the next successful wake should cancel all stale intents before reposting β€” prevents multi-day ghost depth accumulation."}],"assessment":"LP-Maker-Matheus has been offline ~73h due to a 401 authentication failure (not binary crash, not operator stop). 9 open intents are unmanaged and price guards written in w126 (ETH $1,668 / BTC $63,250 / SSV $2.237–$2.245) are almost certainly stale after 73h of price movement β€” phantom/inverted depth remains on-book with no management. This is the fleet hub; its absence is the direct cause of frozen new-swap supply fleet-wide."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":95.62,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781431697198,"containerAgeMin":198,"wakes":111,"firstWakeMs":1780927020000,"lastWakeMs":1781442660000,"ageMin":15,"lastWhy":"Neither resting intent met 3pp edge floor. Mirrored BTC above recent flow at current oracle $64,302, 1h horizon, p=0.45 ","repeatWakes":80,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781450018309,"watching":"own BTC above $64,302 bet resolves OR new BinaryBet appears (2h fallback)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":108}},"verdict":{"summary":"STATUS CHANGE: was 'correctly idle' last run β€” now BROKEN. wakes_failing=true since w92 (06-14T00:00, 788 min ago) with 401 API auth error; pidAlive=false. Portfolio jumped $63.62β†’$76.95 at w92 (unexplained, settled_deals_detail empty). Wakes w85–w92 all disciplined hold on empty binary board β€” Bear-Yosher at 5866 min, Vulture re-crashed 4394 min, zero Binar","badge":"AUTH BROKEN","confidence":"high","bottomLine":"401 authentication failure since w92 (788 min ago) means the imminent fallback in ~113 min will fail identically β€” watcher is armed but the underlying process is dead (pidAlive=false). Binary supply is also zero (Bear-Yosher 5866 min crashed, Vulture-Andrew re-crashed 4394 min), so the market answer to Step-1's question is 'no' β€” but it's moot until the 401 is resolved.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'; last successful wake w92 @ 06-14T00:00 (788 min ago); pidAlive=false; armed=true with 113-min fallback queued β€” that fallback will also 401"},"reasoningRead":"Wakes w85–w92 show sound, on-mission reasoning: β‰₯3pp edge floor enforced, binary-only scope, consistent hold while board is empty. Correct decisions on a now-moot problem β€” trading analysis stops here until the 401 is fixed.","wakeTriggers":["new BinaryBet intentId detected by scan-bets.ts poll (60s loop)","120-min fallback (nextFallbackMin=113, fires imminently)","MISSING: auth health-check β€” watcher re-arms with no knowledge that the claude binary will 401 on every wake, creating a silent broken-fallback cycle"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet maker/poster; crashed 5866 min β€” zero supply","available":"CRASHED 5866 min"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited BinaryBet intents; re-crashed 4394 min after June 11 restart","available":"CRASHED 4394 min"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; not a supply source for mimic to mirror","available":"stuck/unknown"}],"reliableCounterparties":0,"missedOpportunities":"none β€” w88–w92 all confirm zero BinaryBets on book; Bear-Yosher and Vulture-Andrew (the only binary makers) both crashed; no mimic or taker supply to act on","wakeScript":{"wellReasonedForMission":true,"good":["zero-LLM watcher: scan-bets.ts does all polling, model fires only when a new bet appears","triggers on new intentId only β€” cannot fire on stale non-empty book","120-min fallback prevents indefinite sleep in a quiet binary market"],"lacking":["no auth pre-check before arming: a persistent 401 creates a silent dead-loop (arm β†’ fallback β†’ 401 β†’ re-arm β†’ repeat) with no alerting","watcher process died (pidAlive=false), so the 60s scan-bets.ts polling loop has already stopped β€” fallback now depends on system timer alone, not live book scan"],"suggestedChange":"Add a minimal pre-arm auth probe (e.g., one-line claude API call or env-var presence check) and abort+alert on 401 rather than silently re-arming β€” breaks the dead-loop and surfaces the credential failure immediately."},"issues":[{"scope":"core","title":"401 Claude API auth failure β€” check for fleet-wide spread","detail":"mimic-ljuba wakes_failing=true with '401 Invalid authentication credentials' since w92 (06-14T00:00, 788 min ago). If ANTHROPIC_API_KEY was rotated or expired at the environment level, every agent sharing that credential will show the same error. Cross-check wake_error on all fleet agents before res","fix":"Verify/rotate ANTHROPIC_API_KEY in the shared agent environment; audit wake_error fields fleet-wide for matching 401s before any individual restart"},{"scope":"agent","title":"Silent broken-fallback loop β€” watcher re-arms blind to auth failure","detail":"pidAlive=false + wakes_failing=true means the 113-min fallback will trigger a wake that 401s, then the script will re-arm another 120-min fallback, 401 again, ad infinitum. No circuit-breaker exists.","fix":"Add auth health-check in wake-script before calling armWatcher; on repeated 401 skip re-arm and write a sentinel file or push an alert"},{"scope":"agent","title":"Unexplained portfolio jump $63.62β†’$76.95 at w92","detail":"Portfolio increased $13.33 at w92 (06-14T00:00) despite settled_deals_detail being empty and the wake logging 'hold'. May be a settled deal completing out-of-band or a data artifact.","fix":"Check on-chain settlement records for mimic-ljuba address around 06-14T00:00; reconcile against the 16 total settled_deals"}],"assessment":"401 authentication failure since w92 (788 min ago) means the imminent fallback in ~113 min will fail identically β€” watcher is armed but the underlying process is dead (pidAlive=false). Binary supply is also zero (Bear-Yosher 5866 min crashed, Vulture-Andrew re-crashed 4394 min), so the market answer to Step-1's question is 'no' β€” but it's moot until the 401 is resolved."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.2,"realizedPnl":2.21,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781431697195,"containerAgeMin":198,"wakes":31,"firstWakeMs":1780940859000,"lastWakeMs":1781441820000,"ageMin":29,"lastWhy":"Momentum gap below 2pp edge threshold. No fillable SSV resting orders. Re-posting identical expired intent (#1508) viola","repeatWakes":28,"avgGapMin":278,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474637712,"watching":"US mkt open 13:30 UTC Jun 14 | SSV gap Β±2pp from baseline | new SSV seller | 9h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":518}},"verdict":{"summary":"W24-W30 self-correction confirmed (ATH $100.96 on Jun 11). W31 (Jun 14 12:57 UTC) correctly held β€” SSV gap 0.40pp < 2pp edge, no fillable SSV sellers, expired intent #1508 not re-posted (correct churn avoidance). CRITICAL since w31: wakes_failing=true with 401 auth error β€” watcher process is alive (armed=true, pidAlive=true, fallback 536 min) but Claude API ","badge":"AUTH BROKEN","confidence":"high","bottomLine":"Watcher alive (armed=true, pidAlive=true, 536 min to fallback) but wakes_failing=true: 401 auth error kills every post-w31 execution. Intent #1508 expired and not re-posted (w31 correctly declined churn); no open intents. Portfolio ~$94.46 (USDC $43.20 + SSV $51.26 / ~22.39 SSV @ ~$2.29), -6.4% from ATH $100.96.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; watcher.wakeError='401 Invalid authentication credentials'; w31 at 12:57 UTC Jun 14 succeeded (last successful execution, 11 min ago); all subsequent wake execution attempts fail at auth layer; Claude API key invalid or revoked since w31"},"reasoningRead":"W31 reasoning was sound β€” correctly identified SSV gap at 0.40pp (below 2pp edge), declined to re-post expired #1508 as churn, held idle USDC. Moot beyond w31: auth failure blocks all subsequent reasoning.","wakeTriggers":["SSV momentum gap vs best-of-crypto >= +2pp (buy signal)","SSV momentum gap < -2pp (reversal β€” cut long)","New fair-price SSV seller on book (≀1% above oracle $2.29)","US market open 13:30 UTC Jun 14 β€” fired ~33 min after w31 arm; would have hit 401 wall","9h fallback ~21:57 UTC Jun 14 (536 min from now)","MISSING: nothing structural β€” triggers fit mission; problem is 401 failure prevents execution when triggered"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 9 settled deals β€” primary SSV liquidity source","available":"CRASHED 4389 min (~73h), offline"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 deal settled; rebalancer could post SSV if shifting allocation","available":"stuck/unknown"},{"agent":"vulture-andrew","fit":"maybe","why":"1 deal settled; posts opportunistic sharp swaps","available":"CRASHED 4394 min"}],"reliableCounterparties":0,"missedOpportunities":"US market open trigger at 13:30 UTC Jun 14 fired within watcher loop ~33 min after w31 arm but hit 401 β€” full-universe re-rank (equity symbols sAAPL/sNVDA/sMSFT vs SSV) missed. All further signal fires are also blocked. Actual book opportunities unmeasurable while auth is broken.","wakeScript":{"wellReasonedForMission":true,"good":["SSV gap vs best-of-crypto (max(BTC,ETH)) with explicit buy/reversal thresholds matches rotate-or-cash mission precisely","Separate buy (+2pp) and reversal (-2pp) branches implement full momentum cycle, not just entry","US market open trigger enables equity universe re-rank β€” correct for a mission that includes stocks","Fair-price SSV seller filter (≀1% above oracle) prevents chasing; newMatches() avoids seen set spam","9h fallback ensures re-run even if all signals are quiet"],"lacking":["BASE_SSV/BTC/ETH hardcoded at w31 arm-time ($2.29, $64282, $1665) β€” stale across long wake windows; after a 9h fallback the drifted baseline generates phantom g","No initial book scan at arm-time: a fair SSV seller already resting on book when watcher starts is invisible (newMatches only catches arrivals after seen-set is"],"suggestedChange":"Fetch live oracle prices once per loop iteration (not hardcoded at script-generation time) so gap calculation stays accurate across multi-hour and multi-day wake windows."},"issues":[{"scope":"core","title":"401 auth failure blocking all wake executions fleet-wide (check)","detail":"All post-w31 wake executions fail: 'API Error: 401 Invalid authentication credentials'. W31 at 12:57 UTC Jun 14 succeeded, so key was valid then; revoked or expired since. If Claude API key is shared fleet-wide, this may explain other agents' prolonged stuck states β€” cross-check whether bear-yosher,","fix":"Rotate/renew the Claude API key in .env (or fleet-wide secrets store); verify other agents aren't silently hitting the same 401 before concluding this is momentum-nikita-specific."},{"scope":"agent","title":"Hardcoded oracle baseline stales over long wake windows","detail":"BASE_SSV=$2.29, BASE_BTC=$64282, BASE_ETH=$1665 hardcoded at w31 arm-time. Over a 9h fallback (or longer when auth is broken), accumulated drift causes phantom gap signals or misses real ones.","fix":"Replace hardcoded baselines with a live oracle fetch at the top of each loop iteration."}],"assessment":"Watcher alive (armed=true, pidAlive=true, 536 min to fallback) but wakes_failing=true: 401 auth error kills every post-w31 execution. Intent #1508 expired and not re-posted (w31 correctly declined churn); no open intents. Portfolio ~$94.46 (USDC $43.20 + SSV $51.26 / ~22.39 SSV @ ~$2.29), -6.4% from ATH $100.96."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781431697180,"containerAgeMin":198,"wakes":39,"firstWakeMs":1780995929000,"lastWakeMs":1781434081000,"ageMin":158,"lastWhy":"Wake 30 check: need to evaluate new audited Option on the market","repeatWakes":18,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781449372829,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 2h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":97}},"verdict":{"summary":"Focus question answered: #118 and #119 both settled in w27 (Jun 11 14:58 UTC); deal #150 (sNVDA call, +0.05% OTM, premium $0.19) opened w28 and settled by w29. Book now 98.86 USDC, zero live positions β€” holding cash. CRITICAL NEW since last summary: wakes are failing with 401 auth error beginning after w30 (Jun 14 10:48 UTC, 140 min ago). Watcher process is ","badge":"AUTH BROKEN Β· BOOK DRY","confidence":"high","bottomLine":"Wakes are failing with '401 Invalid authentication credentials' since ~w30 (140 min ago) β€” this is a credential failure, not a market problem. Book sits at 98.86 USDC, all 5 deals settled. Agent cannot act until API key is rotated; even then, sole option-writer counterparty (0x57F8…B0ff) has been silent 3+ days with no new audited Options on book.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError = '401 Invalid authentication credentials'; metrics.wakes_failing=true; last successful execution w30 ~140 min ago (tokens_5h_usd=0.42 confirms w29/w30 ran before auth broke); all 4 prior settled deals with 0x57F8…B0ff (option-writer-matheus) β€” that counterparty also silent since J"},"reasoningRead":"W27–w30 reasoning was sound: settled expired deals correctly in w27, took deal #150 on a 0.05% OTM call with thin premium in w28, and correctly rejected #1600 in w30 as coin-flip/off-edge. The 401 is a platform credential failure, not a reasoning failure. No evidence of churn or off-mission behavior in executed wakes.","wakeTriggers":["new audited Option intent with template hash 0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63 appears on book","2h fallback (nextFallbackMin=115 β†’ fires in ~115 min, but will fail with 401)","MISSING: no expiry-proximity trigger for held deals β€” covered by 2h fallback cadence but not explicitly guarded","MISSING: no signal when option-writer-matheus (sole counterparty) resumes posting after drought"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole counterparty β€” all 4 custom-settled deals with 0x57F8…B0ff; writes the sNVDA/ETH/BTC audited options this agent buys","available":"silent 3+ days β€” no audited Option inten"},{"agent":"lp-maker-matheus","fit":"no","why":"swap/liquidity maker, not an option writer; different template type","available":"crashed 4389 min"}],"reliableCounterparties":0,"missedOpportunities":"Intent #1600 correctly rejected at w30 (coin-flip, fair premium, strike too tight β€” off-edge per mission). No other audited Option intents on book since w28. Post-w30: unmeasurable β€” wakes failing, agent blind to book.","wakeScript":{"wellReasonedForMission":true,"good":["Strict template hash filter (0xb3d66f4...) β€” zero risk of accepting unaudited options, exactly right for this mission","Zero-LLM watcher: fast, cheap, deterministic; 60s poll appropriate for this market depth","2h fallback ensures periodic check even in a dry book; seenIntentIds delta correctly avoids re-firing on stale intents"],"lacking":["No expiry-proximity shortening β€” if a held deal expires within the fallback window, the watcher won't shorten its sleep; covered by 2h cadence today but a near-","No counterparty-resume signal β€” watcher cannot detect when option-writer-matheus starts posting again; latency to first take after a drought is up to 2h"],"suggestedChange":"Add expiry-proximity guard: on each poll, check open deals for expiry within nextFallbackMs; if any found, call fireWake('deal #N expiring in = 2026-06-16T13:30:00Z (US stock market open, 5-min poll)","Fallback: 2026-06-16T14:00:00Z (~2932 min from now)","MISSING: 401 auth error will cause the triggered wake to fail at claude invocation β€” on-chain approval may execute but no intent will be posted without reasonin"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 7 recent deals; primary swap liquidity provider","available":"CRASHED 4389 min β€” unavailable"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of 7 recent deals; could take swap if directionally aligned","available":"armed=false/pidAlive=false β€” probable fr"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 of 7 recent deals; opportunistic swap taker","available":"stuck, process state unknown"},{"agent":"swing-nikita","fit":"maybe","why":"DCA-style swaps may overlap directionally on BTC or sMSFT","available":"stuck"}],"reliableCounterparties":0,"missedOpportunities":"none β€” 0 open intents on the book, LP-Maker crashed, no swap supply present. Agent is correctly idle pending Monday market open on the supply side; the infra block is the only active concern.","wakeScript":{"wellReasonedForMission":true,"good":["Waits for a concrete, verifiable event (2026-06-16T13:30:00Z US stock open) β€” not book-state, not a timer; exactly right for a stock-trim step","5-min poll cadence appropriate for market-open detection β€” not sub-minute, not coarse","30-min fallback buffer (14:00 UTC) ensures the wake fires even if poll misses the exact open","sMSFT approval done proactively in w46 β€” correct sequencing; removes the ERC-20 gate blocker before the wake needs it"],"lacking":["Script will fire Monday at 13:30 UTC into a broken 401 auth state β€” no guard or alerting if claude invocation fails at wake time"],"suggestedChange":"Fix API key auth before Monday 13:30 UTC; the script logic is correct and needs no changes β€” the only risk is the 401 persisting into the Monday wake."},"issues":[{"scope":"core","title":"401 Invalid authentication credentials on claude invocations β€” possible fleet-wide API key issue","detail":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'. Watcher process is alive and armed (pid alive, nextFallbackMin=2932) but claude cannot authenticate to the Anthropic API. W46 on-chain approval (sMSFT max) may have executed before or outside ","fix":"Verify and rotate the Anthropic API key in the agent environment; check account billing/quota status. If key is shared fleet-wide and multiple agents show 401, treat as a single platform fix rather than per-agent."}],"assessment":"wakes_failing=true / '401 Invalid authentication credentials' β€” the Monday sMSFT-trim/BTC-DCA plan is correct strategy but will fail to execute at the 13:30 UTC wake unless the API key is fixed first. 15 deals unchanged since Jun 10 23:41 UTC; LP-Maker crash eliminates the primary counterparty regardless."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":5,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781431697184,"containerAgeMin":198,"wakes":35,"firstWakeMs":1780948343000,"lastWakeMs":1781395200000,"ageMin":806,"lastWhy":"No takeable sNVDA sell-side; posting own bid above oracle to attract LP fills per mission.","repeatWakes":29,"avgGapMin":219,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781444642866,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":18}},"verdict":{"summary":"AUTH BROKEN since w34 (06-14T00:00, ~788 min ago): every wake fails 401 so the agent has executed nothing for ~13 h despite watcher firing. Prior two deals (140, 141 on Jun 11) were both ↔ LP-Maker-Matheus, now crashed 4389 min β€” so even when auth is restored the sNVDA bid has no natural counterparty. Intent 1599 (10 USDC β†’ 0.04852 sNVDA, 6.5 h expiry from p","badge":"AUTH BROKEN Β· ORPHANED BID","confidence":"high","bottomLine":"wakes_failing=true / 401 auth error for 788 min (last successful wake w34 at 06-14T00:00). Intent 1599 (6.5 h expiry) expired unmanaged ~6.6 h ago; LP-Maker β€” Massimo's only confirmed sNVDA counterparty β€” crashed 4389 min ago. Two compounding problems: no trading is possible until the API key is rotated, and the bid has no counterparty even when it is.","rootCause":{"class":"infra-down","evidence":"wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'; wakes_failing=true; last_wake_min_ago=788; watcher armed+pidAlive=true but claude binary cannot authenticate β†’ zero on-chain actions since w34 at 06-14T00:00"},"reasoningRead":"Last successful reasoning (w34) was sound: no takeable ask β†’ post own bid at oracleΓ—1.005. Agent cannot reason at all now due to 401 β€” all trading questions are moot until auth is restored.","wakeTriggers":["intent 1599 fill/expiry (ownIntentResolved)","oracle drift >0.5% from $205.10","new takeable sNVDA sell ≀12 USDC at ≀oracleΓ—1.01","45-min fallback (nextFallbackMin=36 at snapshot)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"sole confirmed sNVDA seller; filled deals 140 and 141 on Jun 11","available":"CRASHED 4389 min β€” offline"},{"agent":"option-writer-matheus","fit":"maybe","why":"holds sNVDA in 70/30 portfolio; could post sNVDA sells; one prior deal with Massimo","available":"health=stuck; uncertain if actively post"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps β€” if overweight sNVDA could post a sell Massimo could take","available":"health=stuck; activity unknown"},{"agent":"swing-nikita","fit":"maybe","why":"fades assets stretched above trailing avg β€” could sell sNVDA if extended","available":"health=stuck; activity unknown"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher fires but 401 error prevents any book reads or actions during the 788-min gap β€” any sNVDA sells that appeared and cleared are invisible","wakeScript":{"wellReasonedForMission":true,"good":["monitors own intent 1599 resolution (fill or expiry) β€” correct trigger for a posted-bid state","oracle drift trigger at 0.5% ensures bid repricing on material moves without spamming","new takeable sNVDA sell filter (≀12 USDC, ≀oracleΓ—1.01) maps exactly to the mission's taker-first logic","45-min fallback is appropriate cadence for a patient equity accumulator","zero-LLM watcher, seenIntents dedup prevents re-firing on the same intent"],"lacking":["seenIntents bootstraps from all intents visible on the first loop tick β€” a burst of new sNVDA sells arriving simultaneously with that first tick are missed (min"],"suggestedChange":"The wake script itself is well-reasoned; no change needed here. The only required fix is at the infra layer: rotate the API key so the claude binary authenticates when the watcher fires."},"issues":[{"scope":"agent","title":"API key 401 β€” agent fully broken for ~788 min","detail":"wakes_failing=true, wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'. Watcher fires correctly (armed=true, pidAlive=true, nextFallbackMin=36) but every claude invocation fails immediately. No on-chain actions since w34 at 06-14T00:00.","fix":"Rotate / re-provision the API key for stacker-massimo. Verify whether this is an agent-specific key or shared β€” if shared, the 401 may be fleet-wide (cross-check against vulture-andrew and other stuck agents showing identical errors)."},{"scope":"agent","title":"Intent 1599 expired unmanaged","detail":"Intent 1599 posted at w34 (06-14T00:00) with 6.5 h expiry β†’ expired ~06:30 UTC. Last_wake_min_ago=788 puts current time at ~13:00+ UTC; intent has been expired ~6.6 h. 10 USDC locked in escrow should have returned on expiry but agent cannot confirm or re-post.","fix":"After auth restored, first wake should detect intent 1599 expired, verify USDC returned, then re-evaluate: post a new bid at current oracleΓ—1.005 if no takeable sNVDA ask is present."},{"scope":"agent","title":"sNVDA bid has no reliable counterparty with LP-Maker crashed","detail":"Both recent fills (deals 140, 141, Jun 11) came from LP-Maker-Matheus, crashed 4389 min. reliableCounterparties=0. Option-Writer-Matheus and rebalancer-lior are possible sNVDA sellers but unconfirmed. Restoring LP-Maker is the single highest-leverage move for Massimo's book.","fix":"Restart LP-Maker-Matheus to restore sNVDA liquidity. Separately, confirm whether Option-Writer-Matheus is actively posting sNVDA sells so Massimo's taker path has a fallback counterparty."}],"assessment":"wakes_failing=true / 401 auth error for 788 min (last successful wake w34 at 06-14T00:00). Intent 1599 (6.5 h expiry) expired unmanaged ~6.6 h ago; LP-Maker β€” Massimo's only confirmed sNVDA counterparty β€” crashed 4389 min ago. Two compounding problems: no trading is possible until the API key is rotated, and the bid has no counterparty even when it is."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781431697092,"containerAgeMin":198,"wakes":33,"firstWakeMs":1780924988000,"lastWakeMs":1781441780000,"ageMin":30,"lastWhy":"warming up β€” only 1 of β‰₯3 required samples; cannot compute meaningful deviation; US markets closed","repeatWakes":22,"avgGapMin":269,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781449105255,"watching":"60 min warmup β€” collect next price sample (need 2 more for 3-sample baseline)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":92}},"verdict":{"summary":"BROKEN since w34 (12 min ago, 06-14T12:56 UTC): wakes_failing=true with '401 Invalid authentication credentials' β€” LLM API auth is failing, not just market-structure blocking trades. Prior 10-wake no-trade streak (w24–w33) was structurally justified (sNVDA sub-threshold, SSV zero inventory), but now the agent cannot complete any analytical pass. w34 partiall","badge":"AUTH BROKEN Β· WARMING","confidence":"high","bottomLine":"Agent is BROKEN: wakes_failing=true, 401 auth error stops every LLM call inside each wake. The Step-1 question (sNVDA at β‰₯-1.5% threshold?) is unanswerable β€” the agent cannot evaluate it. Even if auth restored, warmup mode (1/3 price samples) defers threshold analysis by ~2h, and LP-Maker-Matheus (all 5 prior settled deals) is crashed at 4389 min with no fill path.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'; w34 at 12:56 UTC shows partial pre-LLM run (price sample appended) but full analytical pass cannot complete"},"reasoningRead":"Cannot assess reasoning quality β€” 401 auth failure means LLM calls are not completing. Pre-LLM watcher portion at w34 ran correctly (entered warmup mode, set 60-min cadence, logged 1/3 sample). Prior reasoning w27–w33 was sound: correctly identified structural blocks (sNVDA sub-threshold, SSV zero inventory) each wake. No reasoning quality problem β€” infra problem.","wakeTriggers":["60-min warmup interval β€” collect next price sample toward 3-sample baseline","2h hard fallback","MISSING: sNVDA β‰₯-1.5% dislocation trigger (deferred until warmup complete AND auth restored)","MISSING: US market-hours gate for stock signals (deferred until warmup complete)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals ↔ LP-Maker-Matheus; only proven swap fill path in the fleet","available":"CRASHED 4389 min β€” unavailable"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also posts delivered swaps; could cross on overlapping assets if both active","available":"stuck / health unknown"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes_failing=true (401 auth) means agent cannot evaluate the book; warmup mode (1/3 samples) additionally defers threshold computation β€” no basis to assess whether sNVDA crossed -1.5% at 13:30 UTC open","wakeScript":{"wellReasonedForMission":true,"good":["Correctly adapts to the outage: identifies price-history gap, enters 60-min warmup cadence to rebuild baseline before resuming threshold logic","2h hard fallback prevents indefinite hang if 60-min fire condition errors","Zero-LLM watcher β€” pure timer, no book polling during warmup phase"],"lacking":["401 auth error is not caught or surfaced in the watcher β€” stays armed silently while every wake body fails; no observable broken-state signal","No auto-transition: once 3 samples collected, script must be replaced manually with dislocation-signal triggers; warmup exit not self-executing"],"suggestedChange":"Add a lightweight auth-probe at watcher startup (one token ping to the LLM endpoint); if 401 returned, emit a structured error log entry and skip arming rather than silently cycling. Converts the current invisible broken state into an obser"},"issues":[{"scope":"core","title":"401 Invalid authentication credentials β€” LLM API auth failing","detail":"wakes_failing=true; wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials'. This is at minimum swing-nikita; Step-3 should count how many agents share this error to determine if it is fleet-wide (billing/key expiry) or agent-specific.","fix":"Verify API key validity and billing status; rotate key if expired; correlate across fleet before scoping to agent vs core"},{"scope":"agent","title":"Price-history window emptied by 3-day rate-limit outage β€” warmup extends trading blackout ~2h post-auth-fix","detail":"Wake script comment: 'price-history window emptied by 3-day Sonnet rate-limit outage. Need 2 more samples (have 1/3 minimum)'. Even after auth restored, sNVDA/-1.5% and SSV thresholds cannot be evaluated for ~2 more 60-min wakes.","fix":"No agent CLAUDE.md change needed; just restore auth so warmup wakes can complete. Monitor w35 and w36 for sample accumulation."},{"scope":"core","title":"LP-Maker-Matheus crashed (4389 min) β€” swing-nikita's only proven counterparty offline","detail":"All 5 of swing-nikita's settled deals were ↔ LP-Maker-Matheus. With hub crashed, the swap fill path is broken independent of swing-nikita's auth or warmup state.","fix":"Restart LP-Maker-Matheus; or identify alternate swap counterparties (rebalancer-lior) and add them to swing-nikita's CLAUDE.md as fallback fill targets"}],"assessment":"Agent is BROKEN: wakes_failing=true, 401 auth error stops every LLM call inside each wake. The Step-1 question (sNVDA at β‰₯-1.5% threshold?) is unanswerable β€” the agent cannot evaluate it. Even if auth restored, warmup mode (1/3 price samples) defers threshold analysis by ~2h, and LP-Maker-Matheus (all 5 prior settled deals) is crashed at 4389 min with no fill path."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":131,"msgs":2602,"total":150418438,"totalUsd":80.19,"w5":1757947,"w5Usd":1.39,"w5PctPool":0.7,"w7":150418438,"w7Usd":80.19,"w7PctPool":6.3,"w5Son":1757947,"w7Son":105126846,"hourly":[1.39,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:25:46.097Z","tokens":1757947,"usd":1.39,"msgs":28}},"onchain":{"deals":39,"openIntents":9,"balanceUsd":100.59,"realizedPnl":0.56,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":15,"wakes":115,"firstWakeMs":1780945920000,"lastWakeMs":1781178567000,"ageMin":4417,"lastWhy":"No edges. 1511 expires naturally in 4 min; sNVDA 1513 rebalance live; all 4 sharp-quotes (1519/1514/1515/1542) already o","repeatWakes":82,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781181099439,"watching":"12 intents, none takeable; soonestExpiry=1781180232; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":40,"nextFallbackMin":null}},"verdict":{"summary":"Re-crash CONFIRMED at ~11:49 UTC June 11 (w110). Root cause is NOT the gas gate flagged last run β€” it is a 401 Anthropic API authentication failure ('Invalid authentication credentials') that kills every wake attempt. 1 deal settled between the restart window (w75-w82, still frozen at 38) and re-crash (w110, 39 total) β€” likely a Momentum-Nikita swap from the","badge":"HARD CRASH Β· AUTH 401","confidence":"high","bottomLine":"vulture-andrew is dead: armed=false, pidAlive=false, wakes_failing=true, wake_error='API Error: 401 Invalid authentication credentials'. Every wake since ~11:49 Jun 11 fails at authentication before Claude can run β€” 4399 min of zero activity. The gas gate was a performance issue, not the crash trigger; the 401 killed it. All 8 resting intents have now expired with $0 recovery.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError='Failed to authenticate. API Error: 401 Invalid authentication credentials'; armed=false; pidAlive=false; tokens_5h_usd=$0; last_wake_min_ago=4399. Prior gas-gate issue (check-my-quotes cancelCmds firing) was a separate performance problem β€” the 401 is the crash trigger. 39 settled"},"reasoningRead":"During the last live wakes (w104-w110), reasoning was sound and on-mission: correctly identified gas-negative cancels (1511 SSV: $1.44 gas vs $0.03 profit), reposted expiring quotes (1542 posted at w110), tracked competitor margins (rival at 0.64% below floor), and armed watcher pre-expiry. Problem is not reasoning quality β€” it's that the runtime died on auth before the strategy could continue exe","wakeTriggers":["new takeable edge β‰₯1% (scan-edges, excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry","quote erosion/undercut (check-my-quotes cancelCmds)","2h hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 5 most recent settled deals were LP-Maker-Matheus swaps β€” primary counterparty","available":"CRASHED 4389 min β€” offline, no open inte"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap settlement; swap intents when momentum-nikita rotates positions","available":"Probable fresh crash (armed=false/pidAli"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap poster; vulture could take mispriced slices","available":"Status unknown β€” not confirmed alive"},{"agent":"bear-yosher","fit":"maybe","why":"Posts binary bets vulture could take if near-decided","available":"CRASHED 5866 min"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book since ~11:49 Jun 11 (4399 min). All 8 intents posted at re-crash (1511 SSV, 1516 BTC, 1517 ETH, 1519 sAAPL, 1513 sNVDA, 1504 sMSFT, 1514, 1542) have expired unmonitored. Any edges that appeared in 73h window went untaken.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edges β‰₯1% β€” directly aligned with scavenging mission","Pre-expiry trigger (5 min before soonest expiry) β€” correct for an agent actively managing resting quotes","Quote erosion/undercut via check-my-quotes cancelCmds β€” prevents stale quotes decaying unnoticed","Honeypot pre-seeding (IDs 779/836/869) is mission-smart β€” avoids re-firing on confirmed traps","30s poll cadence appropriate for latency-sensitive vulture (not sub-minute LLM polling β€” token-free scan-edges only)","2h hard fallback β€” reasonable backstop"],"lacking":["No auth-health check: watcher starts, fails on 401, logs nothing actionable, armed never sets β€” operator has no signal until they manually inspect","nextFallbackMin is null β€” watcher never even reached armWatcher() before auth killed the process"],"suggestedChange":"Add a startup auth probe (e.g. a cheap /v1/models ping) before armWatcher(); if it fails, write a sentinel file and exit with a distinct code so the process supervisor can page rather than silently loop-crashing."},"issues":[{"scope":"core","title":"Anthropic API 401 killing agent runtime fleet-wide","detail":"vulture-andrew crash cause is 'API Error: 401 Invalid authentication credentials' β€” not gas gate, not market structure. If the same API key or key-rotation failure affects other agents (LP-Maker-Matheus, Momentum-Nikita are also crashed), this is a fleet-wide infra regression, not an agent-specific ","fix":"Rotate/validate the Anthropic API key immediately. Check whether other crashed agents share the same key or key-source. Add auth health monitoring with alerting separate from the agent watcher."},{"scope":"agent","title":"Watcher provides no signal on auth failure β€” operator blind","detail":"When the 401 hit, armed never set, nextFallbackMin stayed null, and no sentinel was written. The operator only knows via manual inspection of wake_error.","fix":"Add a pre-arm auth probe in current.ts; on failure write /agent/UNHEALTHY with the error and exit non-zero so the supervisor can alert."}],"assessment":"vulture-andrew is dead: armed=false, pidAlive=false, wakes_failing=true, wake_error='API Error: 401 Invalid authentication credentials'. Every wake since ~11:49 Jun 11 fails at authentication before Claude can run β€” 4399 min of zero activity. The gas gate was a performance issue, not the crash trigger; the 401 killed it. All 8 resting intents have now expired with $0 recovery."}}],"unattributed":{"sessions":8667,"tokens":162889312,"usd":84.43,"w5":1129901,"w5Usd":0.62,"hourly":[0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5795,"tokens":44748761,"usd":97.17,"w5":534693,"w5Usd":1.89,"hourly":[1.89,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1301343652,"grandUsd":777.42,"grandSessions":15317,"attributedTokens":1093705579,"unattributedTokens":162889312,"boardTokens":44748761,"reassembledTokens":1301343652,"tokensBalance":true,"attributionPct":87,"multiMatchSessions":130,"sessionsScanned":10530,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":65677,"dedupedMsgs":33396,"rawTokens":2947266846,"dedupedTokens":1301343652,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T13:23:29.205Z","swarm":{"headline":"FLEET AUTH COLLAPSE","funnel":{"posted":1620,"settled":151,"conversionPct":9.32,"byTemplate":{"Swap":"dominant (~20/24 open; majority of 151 settled β€” LP-Maker-Matheus hub of 9+ recent fills)","custom":"~4/24 open (Options, Binary, Polymarket); ~11 settled (Option-Taker 4 deals, 0x6b91↔0x738b, Mimic/Polymarket-Ljuba deposits)"}},"liquidityMap":[{"market":"Swap (BTC/ETH/sEquity/SSV/sMSF","flow":"LP-Maker-Matheus ⇄ [Arb-Hunter-Tom, Rebalancer-Lior, Vulture-Andrew, 0xBd6a…9863]","status":"FROZEN β€” hub offline 73h; its 12 resting intents expire in ~41 min; Vulture-Andr"},{"market":"Options (ETH calls)","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"EXPIRING β€” intent 1600 (strike $1,682, $0.54 premium) has ~36 min left; both sid"},{"market":"Binary / Polymarket","flow":"Mimic-Ljuba + Polymarket-Ljuba solo","status":"STALLED β€” Polymarket-Ljuba BTC Jun15 intent open (1597 min runway); Mimic-Ljuba "},{"market":"IndexBasket","flow":"Index-Maker / Index-Taker (never provisioned)","status":"OFFLINE β€” segment has never run; 0 wakes across 29 cycles; structural gap unrela"}],"causalLinks":[{"cause":"Fleet-wide Anthropic API 401 authentication failure β€” shared or per-agent credential expired/revoked","effect":"12/12 active agents broken; zero LLM reasoning output; all intent renewal halted; watcher processes fire but every wake ","evidence":"All 12 agents return identical error: '401 Invalid authentication credentials' / 'Failed to authenticate. API Error: 401'. Failures span two waves: Jun 10–11 (Bear-Yosher w41, LP-Maker w126, Vulture-A"},{"cause":"LP-Maker-Matheus crashed 06-11T11:53 UTC (w126, now 73h dark) β€” first agent hit by 401","effect":"Swap hub went silent; Arb-Hunter-Tom's last fill (deal #148, w217 06-11T11:52) coincides exactly with LP-Maker's crash β€”","evidence":"9 of the 16 most-recent deals list LP-Maker-Matheus as counterparty; Arb-Hunter-Tom 17 deals total, gap Jun 11β†’Jun 14; Vulture-Andrew 39 total, 1 deal during Jun 11 restart window vs Momentum-Nikita, "},{"cause":"12 open LP-Maker-Matheus intents expire in ~41 min; crashed agent cannot renew","effect":"Swap book collapses to near-zero depth post-expiry; Stacker-Massimo's orphaned sNVDA bid (intent 1599, no LP-Maker count","evidence":"Open book: LP-Maker holds 12 swap intents expiring 41–45 min from now; Vulture-Andrew 6 intents expiring 52–57 min; both agents wakes_failing=true with 0 renewal capacity"},{"cause":"Option-Taker-Matheus 401-broken since ~06-14T10:28 UTC (~140 min); cannot take live option-book","effect":"Option-Writer intent 1600 (ETH call, $9 collateral) expires unfilled in ~36 min; option segment goes fully dark; $9 coll","evidence":"Option-Taker: wakes_failing=true, nextFallbackMin=100; Option-Writer: wakes_failing=true, nextFallbackMin=172; intent 1600 in open book with ~36 min remaining and no other taker visible"},{"cause":"Bear-Yosher hard-crashed Jun 10 11:17 UTC (w41, ~5871 min), USDC locked in expired deal #75 (expiry Jun 11 00:58 UTC)","effect":"USDC idle ~3 days past intent expiry with no on-chain settlement recorded and no recovery path until auth restored + man","evidence":"armed=false, pidAlive=false, wakeError=401; deal #75 expiry Jun 11 00:58 UTC; settled_deals frozen at 17 for ~4398 min"}],"insights":[{"severity":"critical","title":"PLATFORM: 12/12 agents 401-blocked β€” fleet-wide credential failure","detail":"Every active agent returns identical '401 Invalid authentication credentials' on wake. This is one platform failure, not 12 separate agent issues. The N=12 correlation is the signal: a bad claude-code release or individual agent bug cannot produce the same error string across 12 independent agents simultaneously. Two failure waves confirm rolling key expiry: Jun 10–11 (3 agents) and Jun 14 (9 agents). All trading analysis below is moot ","evidence":"12 agents, same wake_error string. Wave 1 Jun 10–11: Bear-Yosher (5871 min), LP-Maker-Matheus (4389 min), Vulture-Andrew (4394 min). Wave 2 Jun 14: Stacker-Massimo + Mimic-Ljuba (~788 min), Option-Taker-Matheus (~140 min), Swing-Nikita + Mo","scope":"core","fix":"Rotate/renew Anthropic API key(s) immediately. Determine if agents share one org key (single rotation fixes all) or use per-agent keys (audit which bucket expired). After rotation: 9 agents with live watchers (armed=true/pidAlive=true) auto-recover; Vulture-Andrew, Bear-Yosher, P"},{"severity":"critical","title":"Swap book expires in <45 min β€” auth must be restored now or book goes dark","detail":"LP-Maker-Matheus (12 intents, 41–45 min) and Vulture-Andrew (6 intents, 52–57 min) hold 18/24 open intents. Both are 401-broken with zero renewal capacity. After expiry the resting swap book drops to 1 intent (Stacker-Massimo sNVDA bid, 364 min) plus any external wallets. New swap supply is frozen until auth restores and LP-Maker-Matheus restarts. This is the tightest clock in the fleet.","evidence":"Open book: 12 LP-Maker intents (41–45 min remaining), 6 Vulture-Andrew intents (52–57 min), 1 Stacker-Massimo intent (364 min). All three agents wakes_failing=true.","scope":"core","fix":"Restore API auth before the 45-min window closes, then restart LP-Maker-Matheus first β€” it is the swap hub responsible for 9 of 16 most-recent deal fills. A 5-min auth fix + LP-Maker restart preserves continuity; missing the window means a cold restart with no resting book."},{"severity":"critical","title":"3 agents need manual restart post-auth: Vulture-Andrew, Bear-Yosher, Polymarket-Ljuba","detail":"These agents have armed=false AND pidAlive=false β€” watcher processes are dead and will not auto-retry even after credential rotation. The other 9 broken agents retain live watcher processes (armed=true or pidAlive=true with positive nextFallbackMin) and self-recover on auth fix alone.","evidence":"Vulture-Andrew: armed=false, pidAlive=false, nextFallbackMin=null, 4399 min dark. Bear-Yosher: armed=false, pidAlive=false, nextFallbackMin=null, 5871 min dark. Polymarket-Ljuba: armed=false, pidAlive=false, nextFallbackMin=null β€” died imme","scope":"core","fix":"After credential rotation, manually restart watcher processes for these 3 agents. Also confirm LP-Maker-Matheus actual process state (watcher table shows armed=true but agent data shows armed=false/pidAlive=false β€” discrepancy needs resolution)."},{"severity":"warn","title":"Option intent 1600 expires in ~36 min; $9 collateral locks if unfilled","detail":"Option-Writer-Matheus posted ETH call intent 1600 (strike $1,682.15, $9 collateral, $0.54 premium, 60-min window) at w116 (06-14T12:58 UTC). Option-Taker-Matheus β€” the sole natural counterparty β€” has been 401-broken for ~140 min and cannot take it. Option-Writer also cannot cancel/extend (nextFallbackMin=172, after expiry). Collateral locks until next write cycle.","evidence":"Intent 1600 in open book: ~36 min remaining. Option-Taker wakeError='401 Invalid authentication credentials', wakes_failing=true. Option-Writer wakes_failing=true, nextFallbackMin=172.","scope":"fleet","fix":"Auth restore within 36 min gives Option-Taker a window to fill. Missing it: $9 collateral locked; Option-Writer-Matheus will sweep and repost on next successful wake."},{"severity":"warn","title":"Bear-Yosher USDC locked 3+ days in expired deal #75","detail":"Deal #75 expired Jun 11 00:58 UTC with USDC locked and no on-chain settlement. Agent has been dead 5871 min (~98h). Capital recovery path is unclear and may require manual on-chain intervention beyond simply restarting the agent.","evidence":"armed=false, pidAlive=false, wakeError=401; deal #75 expiry Jun 11 00:58 UTC; settled_deals frozen at 17 for ~4398 min since w41.","scope":"fleet","fix":"After restarting Bear-Yosher with valid credentials, check on-chain state of deal #75. If USDC cannot be swept programmatically, escalate to manual recovery."},{"severity":"ok","title":"9 agents auto-recover on credential fix β€” no additional action needed","detail":"Arb-Hunter-Tom (fallback 7 min), Stacker-Massimo (21 min), Swing-Nikita (95 min), Option-Taker-Matheus (100 min), Mimic-Ljuba (111 min), Option-Writer-Matheus (172 min), Momentum-Nikita (521 min), Bear-Yosher (293 min per watcher table), and Rebalancer-Lior (2917 min) all have live watcher processes. Credential rotation alone restores them.","evidence":"9 agents with nextFallbackMin > 0 and armed=true or pidAlive=true in watcher state.","scope":"fleet","fix":"No additional action beyond API key rotation for these agents."}],"fleetMoves":[{"scope":"core","action":"IMMEDIATE: Rotate/renew Anthropic API key(s) β€” 12/12 agents 401-blocked, swap book expires in <45 min. This is the single fix that unblocks everything."},{"scope":"fleet","action":"After auth restore, restart LP-Maker-Matheus first (swap hub, 9 of 16 recent fills, 12 intents expiring in ~41 min) β€” highest-leverage single restart in the fleet."},{"scope":"fleet","action":"Manually restart Vulture-Andrew, Bear-Yosher, and Polymarket-Ljuba watcher processes post-auth (armed=false/pidAlive=false, will not self-recover). Resolve LP-Maker-Matheus watcher/agent state discrepancy."},{"scope":"fleet","action":"Investigate Bear-Yosher deal #75 USDC recovery on-chain β€” locked since Jun 11 00:58 UTC, ~3 days idle capital, may require manual sweep."}],"at":"2026-06-14T13:26:21.035Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB DARK Β· STALE FILLS","healthDelta":"Worse β€” LP-Maker-Matheus (fleet hub, 113 deals, ~11/16 recent settlements) is now confirmed crashed at 4389 min (was active last run); Vulture-Andrew re-crashed at 4394 min after the June 11 restart confirmed in prior summary; Momentum-Nikita shows armed=false/pidAlive=false despite a 6-min-ago wake","focusAreas":["LP-Maker-Matheus CRASHED 4389 min (~73h): responsible for ~11/16 recent deal settlements but offline; its sole surviving open intent (15 USDCβ†’0.009014 ETH) expires in <60 min β€” after that, swap liquid","Vulture-Andrew re-crashed 4394 min after confirmed June 11 restart; prior summary flagged gas gate firing repeatedly β€” repeat crash-restart-crash pattern needs root cause before next restart","Momentum-Nikita: armed=false/pidAlive=false with last_wake=6 min β€” probable fresh crash; SSV position ~22.39 @ $2.25 (~$49.4) and intent #1508 (25 USDCβ†’11.11 SSV) may be unprotected","Bear-Yosher 5866 min (~98h) hard crash β€” deal #75 (expiry Jun 11 00:58 UTC, now 3+ days past) has USDC locked with no on-chain settlement recorded","Funnel: 151/1599 = 9.4% settled, 5 open intents fleet-wide; with hub down new swap supply frozen β€” remaining live book depth is thin (6 intents, 4 from live agents)"],"perAgentFocus":{"arb-hunter-tom":"With LP-Maker crashed 4389 min, has Arb-Hunter found any new resting swap supply to take since the hub went dark, or is it idling? Confirm deals total is still 17 and identify whether any fills occurred post-LP-Maker-crash.","bear-yosher":"Confirm still crashed at 5866 min (vs 1473 min last run, +4393 min = ~73h elapsed since prior summary). Has deal #75 (bet expiry Jun 11 00:58 UTC, 3+ days past) settled on-chain with USDC released? Intent 869 posted at w41 β€” still open?","index-maker":"Any provisioning signal? 28th consecutive null cycle expected β€” confirm armed/pid/wake all still null/false.","index-taker":"Any provisioning signal? 28th consecutive null cycle expected β€” confirm armed/pid/wake all still null/false.","lp-maker-matheus":"CRASHED 4389 min (~73h) β€” fleet hub offline. Confirm the 15 USDCβ†’ETH open intent (60 min remaining) is the last stale remnant and will expire shortly. Is this a clean operator stop or process failure? What was the state at the final wake be","mimic-ljuba":"Armed at 783 min since last wake; nextFallbackMin=118 fires imminently. With Vulture-Andrew re-crashed and Bear-Yosher still offline, is there any new BinaryBet supply on the open book the upcoming fallback wake could act on?","momentum-nikita":"armed=false/pidAlive=false but last_wake=6 min β€” confirm whether this is a fresh crash immediately post-w30. Is SSV intent #1508 (25 USDCβ†’11.11 SSV at $2.2502) still live on-chain? Portfolio ATH was $100.96 β€” current state?","option-taker-matheus":"Options #118 (strike $203.69, expiry Jun 11 ~17:37 UTC) and #119 (strike $201.75, expiry Jun 11 ~18:31 UTC) both expired 3+ days ago β€” have they settled? What is the agent's current USDC/ETH balance and is it holding cash or new positions?","option-writer-matheus":"Engine 1 paused 61+ consecutive wakes (w37β†’w98+). Have any of the three resume gates triggered (vol spike β‰₯1%, ranking rotation, new buyer intents)? The live ETH call (strike $1,682.15, 0.54 USDC premium, 56 min book time remaining) β€” has i","polymarket-ljuba":"pidAlive=false but armed=true β€” is this watcher anomaly or intentional? Has the sAAPL position ($290.79 basis, stop $277.34, target $303.75) hit either level since last run? Confirm nextFallbackMin burned from 669 as expected (was 669 min a","rebalancer-lior":"Armed with nextFallbackMin=2937 (~49h fallback). With LP-Maker crashed, is Rebalancer finding any swap supply at all, or correctly idle? Confirm deals still at 15 (last fill was BTC #1294 at +4% premium, Jun 10 23:41 UTC).","stacker-massimo":"Open intent (10 USDCβ†’0.04852 sNVDA, 383 min left) is on the book; nextFallbackMin=41 fires soon. With LP-Maker crashed, who would fill this bid? Is the sNVDA intent resting without a counterparty? Confirm deals at 5.","swing-nikita":"Armed, woke 7 min ago, no-trade streak at w33+. Has sNVDA moved to the β‰₯-1.5% buy threshold at the 13:30 UTC open, or does the structural block continue? SSV sell still blocked by zero inventory β€” any change?","vulture-andrew":"Re-crashed 4394 min (~73h, armed=false/pidAlive=false) after June 11 restart. How many deals closed in the restart window (w75–w82) before the re-crash? Prior summary flagged gas gate undercutting quotes β€” was that the crash trigger? Any ne"},"ctas":[{"scope":"agent","text":"CRITICAL: Restart LP-Maker-Matheus immediately β€” fleet hub crashed 4389 min (~73h), sole surviving open intent expires in <60 min, after which the swap market has no primary maker"},{"scope":"agent","text":"Investigate Vulture-Andrew re-crash root cause before restarting β€” prior summary flagged gas gate firing repeatedly; confirm if that is the crash trigger to prevent a third cycle"},{"scope":"agent","text":"Investigate Momentum-Nikita: armed=false/pidAlive=false with last_wake=6 min β€” confirm fresh crash and check whether intent #1508 and SSV position (~$49.4) are safely on-chain or need intervention"},{"scope":"agent","text":"Bear-Yosher deal #75 (expired Jun 11 00:58 UTC, 3+ days past): check on-chain β€” if USDC is still locked with no settlement, a manual settlement call may be required"},{"scope":"fleet","text":"Four agents down simultaneously (LP-Maker 4389 min, Vulture 4394 min, Bear-Yosher 5866 min, Momentum-Nikita possibly fresh) β€” assess whether a shared platform failure or process manager issue is drivi"}],"at":"2026-06-14T13:08:29.015Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T13:46:02.518Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":23.16,"used7d":null,"used7dUsd":785.73,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":11.2,"estPct7d":54.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":31.9,"estPct7d":131,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":31.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":106.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":25508324,"w7":956436070,"tot":956436070},"haiku":{"w5":2559563,"w7":353341945,"tot":353341945}},"fleet":{"agentsUp":12,"lifetimeTokens":1309797826,"lifetimeUsd":785.73,"sessions":15354,"deals":151,"openIntents":26,"totalIntents":1623},"oracle":{"USDC":1,"ETH":1667.07,"BTC":64332.43,"SSV":2.29,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T13:45:19.977Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":101.12,"realizedPnl":1.12,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":3,"wakes":218,"firstWakeMs":1780927992000,"lastWakeMs":1781444179000,"ageMin":10,"lastWhy":"No bet cleared the latency-take bar (margin too thin, not yet in 30-min window). No swap edge. Bug fix is housekeeping β€”","repeatWakes":196,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781446008591,"watching":"new intent >1623 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":21}},"verdict":{"summary":"w218 (06-14T12:57) executed successfully β€” logged coherent reasoning (CEX/oracle in-line, no latency edge, valid wait). The 401 hit on watcher re-arm AFTER the wake completed, not during it. wakes_failing=true confirmed this cycle; agent fully offline (armed=false, pidAlive=false, no fallback). 17 deals unchanged; last fill deal #148 at w217 (06-11T11:52). D","badge":"DEAD: 401 + No Hub","confidence":"high","bottomLine":"w218 ran clean (no arb edge, legitimate) but watcher died with 401 on re-arm immediately after. Agent is fully offline: armed=false, pidAlive=false, nextFallbackMin=null. Even if auth restores fleet-wide, primary counterparty LP-Maker-Matheus (9+ of 11 visible deals) remains down 73h+ β€” the SSV oracle-lag opportunity is structurally absent.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError='401 Invalid authentication credentials'; armed=false, pidAlive=false, nextFallbackMin=null. Secondary structural: LP-Maker-Matheus (counterparty for 9/11 visible deals, all SSV oracle-lag swaps) down since 06-11T11:53 β€” no resting offers to snipe even if auth restores."},"reasoningRead":"Sound and on-mission. w218 correctly identified no latency edge (CEX/oracle in-line). Prior fills (deals #142, #143, #145, #148 β€” SSV oracle-lag 13–76bps, all via LP-Maker-Matheus) showed disciplined taker logic with pre-fill balance and allowance checks. No churn, no off-mission drift observed.","wakeTriggers":["New intent with intentId > HIGH_WATER (1597) AND SSV buy/sell edge β‰₯10bps vs live Binance CEX price","New binary bet matching static BINARY_BET_HASHES set (currently 1 hash only)","30-min fallback heartbeat"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Source of 9+/11 visible swap deals (SSV oracle-lag resting offers); the entire fill history depends on it","available":"DOWN β€” pidAlive=false, 401, last alive 0"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 confirmed deal; posts resting delivered-swap slices arb-hunter can snipe if price dislocated","available":"stuck/401"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps on mean-reversion β€” potential snipe target when active","available":"stuck/401"},{"agent":"momentum-nikita","fit":"maybe","why":"Posts swap intents when rotating positions β€” potential snipe target","available":"stuck/401"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher blind to book since 401 killed process post-w218. Structurally: with LP-Maker down, the SSV oracle-lag resting offer supply (source of all 4 recent fills) is absent β€” no fill opportunity likely existed in the 3-day gap regardless.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER gate (intentId > 1597): fires only on truly new intents, not stale book re-scans β€” avoids churn","Live CEX price fetched inside watcher (Binance SSV, Coinbase BTC/ETH): fires only when real latency gap exists, not merely 'book non-empty'","30-min fallback provides heartbeat without high-frequency polling","wokenBets persistence prevents double-fire on the same binary bet across watcher restarts"],"lacking":["BINARY_BET_HASHES is a hardcoded single-hash set β€” new binary instruments silently bypass the watcher trigger","No sweep of existing intents at arm time for resting SSV edges that predate HIGH_WATER but were missed"],"suggestedChange":"Replace static BINARY_BET_HASHES with dynamic template-hash discovery (or drop the hash filter and let the wake-script's CEX check gate accepts), so new binary instruments don't silently bypass the watcher."},"issues":[{"scope":"core","title":"Fleet-wide 401 kills watcher on re-arm β€” agent fully offline","detail":"arb-hunter-tom watcher dead since post-w218 re-arm (06-14T12:57+). Same 401 pattern across 10+ agents. armed=false, pidAlive=false, no fallback. This is the blocking issue.","fix":"Restore/rotate auth credentials fleet-wide. All other analysis is moot until this clears."},{"scope":"agent","title":"Static binary-bet hash set will miss new binary instruments","detail":"BINARY_BET_HASHES contains exactly 1 hash. Any new binary template (e.g. a different BinaryBet variant or a newly deployed judge) will never trigger watcher even with open resting intents on book.","fix":"Switch to dynamic hash lookup from SDK instrument registry, or remove the hash gate and filter inside the wake-script's CEX-check logic instead."}],"assessment":"w218 ran clean (no arb edge, legitimate) but watcher died with 401 on re-arm immediately after. Agent is fully offline: armed=false, pidAlive=false, nextFallbackMin=null. Even if auth restores fleet-wide, primary counterparty LP-Maker-Matheus (9+ of 11 visible deals) remains down 73h+ β€” the SSV oracle-lag opportunity is structurally absent."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":3,"wakes":69,"firstWakeMs":1780944154000,"lastWakeMs":1781443020000,"ageMin":29,"lastWhy":"Momentum signal fired HALT: β‰₯3 of last 4 legs up AND net >+2% on both ETH and BTC. Mission says cancel unfilled bearish ","repeatWakes":47,"avgGapMin":177,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781460952899,"watching":"HALT mode: 5h fallback or ETH/BTC β‰₯5% drop signals possible reversal","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":270}},"verdict":{"summary":"SIGNIFICANT CHANGE THIS CYCLE: After the 4-day 401 blackout (w41 Jun 10 β†’ Jun 14), the agent successfully fired w42 (06-14T12:57) and w43 (06-14T13:17) during a brief auth window. w42 recovered $48 locked USDC from resolved bets and re-anchored bear at $66,000. w43 correctly triggered HALT (β‰₯3/4 legs up, ETH+BTC both >+2% net) and cancelled intent #1610. Age","badge":"HALT β€” AUTH BACK DOWN","confidence":"high","bottomLine":"The 4-day 401 outage broke briefly today: w42+w43 both executed cleanly, freeing $48 locked USDC and correctly entering HALT per momentum signal (BTC/ETH >+2% up). Auth collapsed again after w43; watcher is armed (285-min fallback, pidAlive=true) but all future fires will 401-fail until fleet auth is restored.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='401 Invalid authentication credentials'; settled_deals=17 unchanged (no new trade formations despite two successful housekeeping wakes); auth window closed after w43 at 13:17 UTC"},"reasoningRead":"Sound and on-mission for both new wakes. w42 housekeeping (settled resolved bets, recouped $48 USDC, re-anchored bear at $66,000) was correct. w43 HALT trigger correctly read β‰₯3/4 legs up AND >+2% net on both ETH and BTC, then cancelled resting intent #1610 β€” exactly what the mission prescribes. No churn; both wakes were purposeful and distinct.","wakeTriggers":["ETH spot < $1,582 (5% below HALT baseline $1,666.23)","BTC spot < $61,087 (5% below HALT baseline $64,301.92)","5h fallback (285 min remaining)","MISSING: any auth-health gate β€” reversal fires will 401-fail silently until fleet auth recovers"],"counterparties":[{"agent":"vulture-andrew","fit":"maybe","why":"39 deals, opportunistic taker β€” could take a bear binary if agent exits HALT and posts","available":"401-broken"},{"agent":"arb-hunter-tom","fit":"maybe","why":"17 deals, takes near-decided bets β€” possible taker for below-strike binaries","available":"401-broken"},{"agent":"mimic-ljuba","fit":"no","why":"copies directional bets rather than taking counter-side","available":"401-broken"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is correctly in HALT mode per mission while BTC/ETH momentum is strongly up; no bear bets should be posted in this posture. When auth recovers and HALT exits (on a 5% reversal), vulture-andrew and arb-hunter-tom are the natural takers, but both are 401-broken.","wakeScript":{"wellReasonedForMission":true,"good":["HALT watcher scoped correctly β€” fires only on meaningful 5% reversal, not noise or book activity","5h fallback appropriate for a halted agent with zero open positions","5-min poll cadence is low-urgency and correct under HALT","Thresholds are mission-derived and anchored to w43 price snapshot ($1,666 ETH / $64,302 BTC)"],"lacking":["wakes_failing=true means any reversal trigger fires will 401-fail silently β€” no auth probe before committing to the action","No mechanism to detect fleet auth restoration; agent could cycle null 401 fallback fires every 5h indefinitely"],"suggestedChange":"No agent-level change warranted β€” HALT logic and watcher are correct for this mission. Fleet auth recovery is the only unblock; once live, the existing reversal thresholds will fire correctly."},"issues":[{"scope":"core","title":"Fleet 401 auth collapse β€” intermittent windows insufficient for stable operation","detail":"Even agents that briefly executed today (bear-yosher w42/w43, option-writer w116 ~12:58) show wakes_failing=true immediately after. The auth window is unstable: two wakes got through over a 20-min span at ~12:57–13:17 UTC, then auth reasserted. Until the root credential or auth service is fixed, all","fix":"Rotate or restore the API key / auth service credential at the platform level. No individual agent can self-unblock."},{"scope":"agent","title":"HALT + auth-dead: fallback will fire every 5h into 401 indefinitely","detail":"In ~285 min the fallback fires, hits 401, and rearms. ETH/BTC reversal thresholds ($1,582 / $61,087) may not be reached during the outage. Agent will accumulate null 401 fires on the 5h cadence until fleet auth recovers β€” no capital risk (zero open intents, $57.83 USDC wallet liquid), but token cost","fix":"No agent action needed β€” HALT logic is correct. Prioritize fleet auth recovery; bear-yosher is well-positioned to re-engage once auth is live."}],"assessment":"The 4-day 401 outage broke briefly today: w42+w43 both executed cleanly, freeing $48 locked USDC and correctly entering HALT per momentum signal (BTC/ETH >+2% up). Auth collapsed again after w43; watcher is armed (285-min fallback, pidAlive=true) but all future fires will 401-fail until fleet auth is restored."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"30th consecutive null cycle β€” no change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal, wallet assignment, or config change observed this cycle. IndexBasket market segment remains fully offline. Fleet-wide 401 auth collapse is irrelevant here β€”","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"30 consecutive null cycles with zero change. No wallet, no wake script, no wakes, no deals. The Step-1 focus question is answered: another null β€” no provisioning signal this cycle. IndexBasket is the only market segment with both maker and taker unprovisioned simultaneously; the segment is structurally dead until a wallet is assigned.","rootCause":{"class":"infra-down","evidence":"address=null, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, 0 lifetime tokens, 0 wakes. Never initialized β€” no wallet provisioned."},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists β€” nothing can fire"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty β€” takes the SHORT side of LONG IndexBasket intents this agent would post","available":"unknown/unprovisioned β€” also 0 wakes, he"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never initialized; watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all"],"suggestedChange":"Provision a wallet and deploy a wake script before any mission evaluation is meaningful."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 30 cycles with null wallet","detail":"address=null, wake_script_source=null for 30 consecutive observation cycles. Both index-maker and index-taker are unprovisioned, making the IndexBasket segment structurally inert with zero path to first deal.","fix":"Assign a wallet address, deploy CLAUDE.md + wake script, and arm the watcher. Coordinate with index-taker provisioning so both sides of the market come up together."}],"assessment":"30 consecutive null cycles with zero change. No wallet, no wake script, no wakes, no deals. The Step-1 focus question is answered: another null β€” no provisioning signal this cycle. IndexBasket is the only market segment with both maker and taker unprovisioned simultaneously; the segment is structurally dead until a wallet is assigned."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"30th consecutive null cycle β€” no change from prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal this cycle; the fleet-wide 401 AUTH COLLAPSE is irrelevant here β€” this agent was never deployed in the first place. Index-maker (sole natural counterparty) remains health=unkno","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Another null β€” 30 consecutive cycles with zero activity, zero tokens, zero wakes, and no wake_script_source. This is not an auth collapse victim; it is an unprovisioned agent. Until index-maker is also deployed and posting LONG IndexBasket intents, there is no counterparty for this agent to take the SHORT side of regardless.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=$0 β€” agent has never been initialized; no container, no script, no watcher"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake_script_source exists β€” agent is unprovisioned"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents this agent would SHORT; also undeployed (health=unknown, 0 wakes)","available":"not deployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never deployed; no book visibility and no intents to evaluate","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Provision the agent: write and deploy wake_script_source that polls the IndexBasket intent book for open LONG intents, fetches verified source from the indexer, audits via audit-custom-deal skill, and crosses only on ACCEPT."},"issues":[{"scope":"agent","title":"Agent never provisioned","detail":"30 cycles, 0 wakes, $0 lifetime tokens, wake_script_source=null, armed=false, pidAlive=false. This is not an auth collapse casualty β€” it has never been initialized. No container, no watcher, no script.","fix":"Provision index-taker with a wake script and deploy its container. Coordinate with index-maker deployment β€” without a live LONG IndexBasket intent poster, index-taker has no intents to take."},{"scope":"agent","title":"Index-maker co-dependency unresolved","detail":"Index-maker is also health=unknown and undeployed (0 wakes, $0 tokens). Index-taker's entire mission depends on index-maker posting LONG IndexBasket intents. Deploying index-taker alone produces 0 deals.","fix":"Deploy index-maker first (or simultaneously); confirm it is posting LONG IndexBasket intents before expecting index-taker to find counterparty flow."}],"assessment":"Another null β€” 30 consecutive cycles with zero activity, zero tokens, zero wakes, and no wake_script_source. This is not an auth collapse victim; it is an unprovisioned agent. Until index-maker is also deployed and posting LONG IndexBasket intents, there is no counterparty for this agent to take the SHORT side of regardless."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":573,"msgs":12518,"total":775481543,"totalUsd":449.24,"w5":8340978,"w5Usd":6.84,"w5PctPool":3.3,"w7":775481543,"w7Usd":449.24,"w7PctPool":32.3,"w5Son":8340978,"w7Son":623858012,"hourly":[6.84,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:46:10.777Z","tokens":494404,"usd":0.38,"msgs":10}},"onchain":{"deals":113,"openIntents":12,"balanceUsd":746.75,"realizedPnl":-3.52,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":13,"wakes":135,"firstWakeMs":1781018900000,"lastWakeMs":1781444760000,"ageMin":0,"lastWhy":"No fills: all 0x64Aa intents negative edge. No quote updates: oracle flat 2 consecutive wakes, no inversions, no-churn r","repeatWakes":119,"avgGapMin":53,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781448476994,"watching":"quote expiry prefire ~14:16 UTC | price guards ETH/BTC/SSV/stocks | new swap | 70min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":62}},"verdict":{"summary":"Was DEAD 73h (06-11T11:53–06-14T13:03 UTC). KEY CHANGE THIS RUN: agent recovered β€” w127 (06-14T13:03) rebuilt 12/12 book with 12 TXs; w128/w129 ran clean no-action (flat oracle, no inversions). Watcher is armed/pidAlive=true/69-min fallback. HOWEVER: wakes_failing=true persists β€” the watcher's poll loop hits 401 on readOpenIntents (no try/catch), meaning new","badge":"BOOK LIVE / TAKERS GONE","confidence":"high","bottomLine":"LP-Maker partially recovered: it is EXECUTING wakes (w127/128/129 ran, 12/12 book rebuilt, $746.76 totalUsd), but the watcher poll loop is 401-broken on readOpenIntents so it cannot detect new counterparty swap intents β€” only time and price-guard triggers fire. The book is live but every fleet taker (Vulture, Rebalancer, Arb-Hunter, Momentum, Swing) is auth-collapsed, making 0 fills achievable regardless.","rootCause":{"class":"counterparty-starved","evidence":"12/12 quotes posted (totalUsd $746.76); all named takers stuck/401 β€” Vulture-Andrew (39 deals, health:stuck), Rebalancer-Lior (15 deals, health:stuck), Arb-Hunter-Tom (17 deals, health:stuck), Momentum-Nikita (9 deals, health:stuck), Swing-Nikita (5 deals, health:stuck), Stacker-Massimo (5 deals, he"},"reasoningRead":"Sound and on-mission. w127 correctly applied volTerm to BTC/SSV/sNVDA/sMSFT after 73h gap; w128/w129 honored no-churn rule (oracle flat 2 consecutive wakes, no inversions). EXPIRY_FIRE_TS watcher design is disciplined β€” fires 7 min before #1602 expires rather than polling indefinitely. The only reasoning gap is that the agent cannot currently observe new counterparty intents (watcher blind to book","wakeTriggers":["EXPIRY_FIRE_TS: fires ~14:16 UTC when ts >= 1781445396 (7 min before #1602 ETH bid expires at 14:23 UTC)","Price inversion guards: ETH [1664–1670], BTC [63592–65100], SSV [2.260–2.320], sAAPL [289.7–293.2], sNVDA [202–208], sMSFT [385.5–396.5] β€” protected by try/catc","70-min fallback timer","MISSING: new fillable swap intent detection (readOpenIntents call throws 401 with no try/catch β€” loop never reaches fireWake for counterparty-originated intents"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"6 of last 39 settled deals are LP↔Arb swaps; fast taker of LP's quotes","available":"401-broken / health:stuck"},{"agent":"vulture-andrew","fit":"yes","why":"4 recent LP↔Vulture settled deals; takes LP swaps opportunistically","available":"401-broken / health:stuck"},{"agent":"rebalancer-lior","fit":"yes","why":"4 recent LP↔Rebalancer settled deals; DCA demand matches LP supply","available":"401-broken / health:stuck"},{"agent":"momentum-nikita","fit":"yes","why":"6 recent LP↔Momentum settled deals; rotational swap flow","available":"401-broken / health:stuck"},{"agent":"swing-nikita","fit":"maybe","why":"2 recent LP↔Swing settled deals; lower volume","available":"401-broken / health:stuck"},{"agent":"stacker-massimo","fit":"maybe","why":"2 recent LP↔Stacker settled deals; sNVDA/sAAPL demand","available":"401-broken / health:stuck"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable for inbound fills β€” watcher blind to book (readOpenIntents 401). LP-Maker's role is primarily maker: its 12/12 quotes are posted and resting; the missed opportunity is zero taker activity against them due to fleet-wide auth collapse. No LPβ†’taker fills possible until at least one taker (Vulture, Arb-Hunter, or Rebalancer) recovers auth.","wakeScript":{"wellReasonedForMission":true,"good":["EXPIRY_FIRE_TS prefire (7 min before #1602) prevents book going stale β€” LP-Maker's core value is continuous liquidity","Price guards cover all 6 assets LP quotes (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) β€” wakes exactly when reposting is needed","try/catch around readPrice ensures price inversion detection survives partial auth failures","70-min fallback is appropriate for a patient LP with ~54-min avg gap","MY_ADDR filter + FILLABLE set correctly scopes new-intent detection to non-self swap intents"],"lacking":["readOpenIntents call has no try/catch β€” under fleet-wide 401, this throws and the loop never reaches fireWake for new counterparty intents; new swap detection i","No seen-set reset on auth recovery β€” if readOpenIntents recovers, seen is null and first poll re-bootstraps correctly, but the 401 storm means this never actual"],"suggestedChange":"Wrap the readOpenIntents block in try/catch (mirror the pattern already used for readPrice) so 401/network errors in intent polling are swallowed and don't kill the loop β€” price and time triggers remain active through auth outages, and inte"},"issues":[{"scope":"agent","title":"readOpenIntents missing try/catch β€” new swap intent detection dead under 401","detail":"The watcher polls readOpenIntents to detect fresh fillable swaps from counterparties (Vulture, Arb-Hunter, etc.). This call has no try/catch; under the current 401 error, it throws every poll cycle and the loop never reaches fireWake for new intents. wakes_failing=true in metrics reflects this. Mean","fix":"Add try/catch around the readOpenIntents block (lines 42-47 of current.ts): on catch, log or silently continue so the loop survives auth errors and intent detection auto-recovers when auth is fixed."},{"scope":"core","title":"Fleet-wide 401 collapses all takers β€” LP book live but untradeable","detail":"LP-Maker's 12/12 quotes are freshly posted ($746.76 total) but 0 fills are achievable: all 6 historical counterparties (Arb-Hunter, Vulture, Rebalancer, Momentum, Swing, Stacker) are auth-broken. This is the same fleet-wide 401 auth collapse noted in Step 1. LP-Maker's execution path (Claude wake) a","fix":"Resolve fleet-wide 401 auth credential rotation/refresh (core platform issue). Once any taker recovers, LP-Maker's book is immediately fillable β€” no agent-side change needed."}],"assessment":"LP-Maker partially recovered: it is EXECUTING wakes (w127/128/129 ran, 12/12 book rebuilt, $746.76 totalUsd), but the watcher poll loop is 401-broken on readOpenIntents so it cannot detect new counterparty swap intents β€” only time and price-guard triggers fire. The book is live but every fleet taker (Vulture, Rebalancer, Arb-Hunter, Momentum, Swing) is auth-collapsed, making 0 fills achievable regardless."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":95.62,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":2,"wakes":111,"firstWakeMs":1780927020000,"lastWakeMs":1781442660000,"ageMin":35,"lastWhy":"Neither resting intent met 3pp edge floor. Mirrored BTC above recent flow at current oracle $64,302, 1h horizon, p=0.45 ","repeatWakes":80,"avgGapMin":91,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781450018309,"watching":"own BTC above $64,302 bet resolves OR new BinaryBet appears (2h fallback)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":88}},"verdict":{"summary":"STATUS UPDATE: watcher PID revived (pidAlive now true vs false last run) and w93 fired 06-14T13:11 (~20 min ago) β€” posted BTC >$64,302 binary intent #1616 (0x0650, ~40 min left at time of data). However wakes_failing=true with 401 remains; w93 output is '[object Object]' (serialization bug masking whether LLM reasoning succeeded). Portfolio jump $63.62β†’$76.9","badge":"PARTIAL WAKE / AUTH BROKEN","confidence":"medium","bottomLine":"Watcher revived and w93 fired posting BTC >$64,302 binary intent #1616, but 401 auth corrupted the wake output ('[object Object]') and every potential counterparty (bear-yosher, arb-hunter, vulture) is also 401-broken β€” #1616 expires in ~40 min unmanned. The Step-1 'Deposit A/B' intent referenced in the focus question appears superseded by #1616 from w93. The $13.33 portfolio jump at w92 remains untraced.","rootCause":{"class":"infra-down","evidence":"wake_error=401 fleet-wide; w93 '[object Object]' output confirms LLM call failed mid-wake; no settled deals since w91 (06-12T00:05); settled_deals_detail empty"},"reasoningRead":"w86–w91 reasoning was disciplined and correct β€” proper hold on thin binary board, β‰₯3pp edge floor applied consistently, portfolio unchanged at $63.62 across 6 wakes. w93 is degraded: '[object Object]' output means the LLM could not return structured reasoning; intent #1616 was posted but under what exact logic is opaque. Prior reasoning was sound and on-mission; now broken by auth collapse, not by","wakeTriggers":["own BTC >$64,302 intent #1616 (0x0650) resolves (filled or expired) β€” ownIntentResolved polls every 60s loop tick","new BinaryBet intent from another poster appears on book (BINARY_HASHES filter)","hard fallback: 2h (nextFallbackMin=103)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"mission is BTC-down directional β€” would take the BELOW side of mimic-ljuba's BTC >$64,302 intent #1616, natural fill","available":"401-broken, stuck since 5866 min ago"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries at expiry; would fill #1616 if BTC probability approaches 95%+ as expiry nears","available":"401-broken, stuck"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off mispriced bets β€” would fill #1616 if oracle move makes the above bet clearly mispriced","available":"re-crashed 4394 min ago, 401-broken"},{"agent":"polymarket-ljuba","fit":"no","why":"takes options and binaries vs Polymarket but disarmed (armed=false, pidAlive=false) since w31","available":"fully disarmed"}],"reliableCounterparties":0,"missedOpportunities":"Polymarket-Ljuba posted BTC Jun15 binary #1609 (give $9.99/want $7.38, 1590 min left) β€” mimic-ljuba's accept-winnable-open-bets engine may have met β‰₯3pp edge floor on this, but was 401-broken and could not evaluate or accept it. Cannot verify without oracle price at time of posting.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher β€” fires reliably without Claude API dependency, immune to auth collapse for the trigger layer","BINARY_HASHES filter (2 hashes) prevents false-fires on non-binary intents; won't trigger on general book activity","ownIntentResolved polling every 60s loop tick should catch #1616's ~40 min expiry proactively","2h fallback cadence appropriate for binary trading; nextFallbackMin=103 means no runaway polling"],"lacking":["BINARY_HASHES set hardcoded in script β€” if Polymarket-Ljuba or other agents post binaries under a different template hash, watcher is blind to them","No wake trigger for option-writer-matheus ETH CALL intent #1600 (separate instrument but could indicate binary flow correlation)"],"suggestedChange":"Source BINARY_HASHES dynamically from a shared SDK constant (or read from CLAUDE.md config) rather than hardcoding in each wake script β€” ensures new binary templates are picked up fleet-wide without per-agent script updates."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse blocking all LLM wakes","detail":"mimic-ljuba one of 10+ agents with wakes_failing=true, wake_error=401. Watcher fires (zero-LLM), but agent reasoning body fails β€” w93 '[object Object]' confirms LLM call returned error instead of structured output.","fix":"Rotate/refresh API credentials fleet-wide; verify auth middleware is passing correct API key to claude binary"},{"scope":"core","title":"Wake output serialization bug produces '[object Object]' in logs","detail":"w93 summary logged as '[object Object]' β€” a JS object string-concatenated instead of JSON.stringify'd in the wake output path. Hides agent reasoning quality and makes post-mortem analysis impossible.","fix":"Audit SDK wake output logging to ensure all return values pass through JSON.stringify before being written to wake log; add a type guard so objects never reach string concatenation"},{"scope":"agent","title":"Portfolio jump $13.33 at w92 untraced","detail":"Portfolio jumped $63.62β†’$76.95 at w92 (06-14T00:00) but settled_deals_detail is empty β€” no deal records the credit source. Prior summary flagged this; still unresolved.","fix":"Query on-chain events / wallet history for mimic-ljuba's address at 06-14T00:00 to identify whether this is a deposit, an expired intent payout, or a deal that was not captured in settled_deals_detail"}],"assessment":"Watcher revived and w93 fired posting BTC >$64,302 binary intent #1616, but 401 auth corrupted the wake output ('[object Object]') and every potential counterparty (bear-yosher, arb-hunter, vulture) is also 401-broken β€” #1616 expires in ~40 min unmanned. The Step-1 'Deposit A/B' intent referenced in the focus question appears superseded by #1616 from w93. The $13.33 portfolio jump at w92 remains untraced."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.21,"realizedPnl":2.21,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":2,"wakes":32,"firstWakeMs":1780940859000,"lastWakeMs":1781443827000,"ageMin":16,"lastWhy":"The entire field moved 1.5-2.3% in the same direction over 3 days β€” SSV marginally leads but the 0.08pp margin is noise,","repeatWakes":29,"avgGapMin":270,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781476690329,"watching":"Leader gap Β±2pp | new SSV seller | US mkt close 20:00 UTC | 9h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":532}},"verdict":{"summary":"W31 (06-14T12:57) correctly held β€” SSV gap 0.40pp < 2pp edge, no fillable sellers, correctly skipped re-posting expired #1508 (sound churn avoidance). 401 auth error was already flagged last summary; confirmed CARRYING from prior cycle with zero resolution. Key delta this run: pidAlive dropped trueβ†’false β€” the watch loop process has exited since last summary","badge":"401 LOOP DEAD","confidence":"high","bottomLine":"401 auth error is not fresh β€” it is carrying from the prior cycle unchanged, and has now killed the watch loop process (pidAlive trueβ†’false). Armed fallback in 513 min is still scheduled but fires into the same wall. All 9 lifetime deals were pre-crash with LP-Maker-Matheus (5 of 8 visible) as primary counterparty β€” itself down 73h+. Trading is blocked on two independent fronts: fleet auth and primary counterparty.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='401 Invalid authentication credentials'; pidAlive dropped trueβ†’false since last summary; fleet-wide 401 collapse (10+ agents per Step-1 orient); no new deals since pre-crash baseline"},"reasoningRead":"W31 reasoning was sound β€” correctly applied 2pp edge (gap 0.40pp), correctly held with no liftable SSV sellers, correctly avoided re-posting expired #1508. Solving the right problem. The 401 has prevented any further execution so there is nothing more to judge post-w31.","wakeTriggers":["US market open 13:30 UTC Jun 14 (time-based; fired β‰ˆ1 min before this read β€” but pidAlive=false means watch loop may have already exited, wake likely missed)","SSV momentum gap β‰₯ +2pp vs max(BTC,ETH) from w31 baseline (buy signal)","SSV momentum gap < -2pp vs max(BTC,ETH) from w31 baseline (reversal/cut signal)","New fair-price SSV seller on book (≀1% above w31 oracle BASE_SSV=2.29)","9h fallback β‰ˆ21:57 UTC Jun 14 (513 min remaining)","MISSING: no recovery trigger if 401 resolves mid-period β€” agent must wait for 9h fallback even if auth is fixed within minutes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 visible settled deals; the primary swap liquidity source β€” offline pidAlive=false since 06-11T11:53 UTC (73h+)","available":"offline"},{"agent":"vulture-andrew","fit":"yes","why":"1 settled deal; can lift resting swap intents opportunistically","available":"stuck (401)"},{"agent":"rebalancer-lior","fit":"yes","why":"1 settled deal; swap overlap when SSV rebalancing aligns","available":"stuck (401)"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watch loop exited (pidAlive=false), watcher blind to book; additionally, US market open trigger at 13:30 UTC (β‰ˆ1 min ago at time of this read) was likely missed if process died before that timestamp fired","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the three actionable signals for a momentum agent: gap threshold breach (buy/sell), new liftable SSV sellers, and full-universe re-rank at US market op","isSSVSeller filter (askPrice ≀ BASE_SSV * 1.01) prevents chasing expensive sellers β€” disciplined entry gate","9h fallback cadence appropriate for avg_gap_min=278 patient agent; zero-LLM watch loop","Hardcoded w31 baselines (BASE_SSV=2.29, BASE_BTC=64282.66, BASE_ETH=1665.49) give a stable relative anchor for this monitoring period"],"lacking":["No re-arm trigger if fleet auth resolves mid-period β€” armed fallback is 9h away; agent sits dead for up to 513 min even if the 401 is fixed in the next hour","pidAlive=false means the watch loop has already exited; the US market open time-trigger at 13:30 UTC was likely missed before process termination"],"suggestedChange":"Add a short-interval (e.g., 30-min) fallback or a health-check hook that re-arms the watcher if the process exits unexpectedly β€” so auth recovery auto-triggers a catch-up wake rather than waiting the full 9h fallback window."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse β€” carrying since prior cycle, no resolution; momentum-nikita is one of 10+ affected","detail":"wakes_failing=true, 401 on every execution; pidAlive dropped trueβ†’false since last summary (watch loop process terminated). Armed fallback in 513 min fires into the same 401 wall until root cause (API key rotation / token expiry) is fixed fleet-wide.","fix":"Rotate/refresh the Claude API key and verify .env propagation to all agent containers. Post-fix, momentum-nikita's 513-min armed fallback will self-trigger recovery; a manual wake-now is faster and avoids the 8h+ gap."},{"scope":"agent","title":"No recovery trigger on mid-period auth fix β€” 9h armed fallback is the only re-entry path","detail":"If fleet auth is restored in the next hour, momentum-nikita will still wait ~8h for its scheduled fallback (β‰ˆ21:57 UTC). The US market open wake at 13:30 UTC was likely already missed.","fix":"Add a process-exit / health-check re-arm in the wake script so an unexpected exit reschedules a short fallback (e.g., 30 min) rather than falling back to the 9h window."},{"scope":"agent","title":"Primary counterparty LP-Maker-Matheus offline 73h+ β€” swap market frozen even post auth-fix","detail":"5 of 8 visible settled deals were LP-Maker-Matheus; it is pidAlive=false since β‰ˆ06-11T11:53 UTC. Vulture-Andrew and Rebalancer-Lior are also 401-stuck. Reliable counterparty count = 0.","fix":"Restore LP-Maker-Matheus (fleet priority); ensure Vulture-Andrew auth is fixed to provide opportunistic swap fills. No momentum-nikita agent-side change needed β€” counterparty is the bottleneck."}],"assessment":"401 auth error is not fresh β€” it is carrying from the prior cycle unchanged, and has now killed the watch loop process (pidAlive trueβ†’false). Armed fallback in 513 min is still scheduled but fires into the same wall. All 9 lifetime deals were pre-crash with LP-Maker-Matheus (5 of 8 visible) as primary counterparty β€” itself down 73h+. Trading is blocked on two independent fronts: fleet auth and primary counterparty."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":2,"wakes":39,"firstWakeMs":1780995929000,"lastWakeMs":1781434081000,"ageMin":178,"lastWhy":"Wake 30 check: need to evaluate new audited Option on the market","repeatWakes":18,"avgGapMin":261,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781449372829,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 2h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":77}},"verdict":{"summary":"Prior: 401 auth failure began after w30 (06-14T10:48). New this cycle: watcher still armed (pidAlive=true, nextFallbackMin=92) but every LLM wake dies on 401 β€” BROKEN, not waiting. #1600 (ETH CALL, strike $1,682, $0.54 premium) was already evaluated at w30 and rejected on edge grounds ('coin-flip at fair premium, strike too tight') β€” not a trading miss pre-c","badge":"AUTH BLOCKED","confidence":"high","bottomLine":"Option-Taker is 401-broken since w30 (163 min ago, wakes_failing=true). ETH CALL #1600 was correctly rejected at w30 on edge grounds before the collapse β€” not a missed opportunity β€” but the agent is now blind to any option posted after 10:48. Next fallback in ~92 min fires long after #1600 expires and will 401-fail anyway. No fills possible until auth restored.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='401 Invalid authentication credentials' on all wakes after w30 (06-14T10:48). Watcher process alive (pidAlive=true, armed=true) but LLM invocation layer unreachable. Matches fleet-wide 401 collapse hitting 10+ agents."},"reasoningRead":"Last successful wake (w30) correctly rejected #1600 as 'coin-flip at fair premium, strike too tight' β€” sound edge discipline. All post-w30 reasoning is moot; 401 halts execution entirely. The agent's selectivity record (5 deals, $26.81 realized PnL, 39 wakes) reflects disciplined filtering, not churn.","wakeTriggers":["New audited Option intent matching template hash 0xb3d66f4... appears (60s poll)","2h fallback","MISSING: no expiry-aware trigger β€” short-duration options (e.g. #1600, ~30 min) expire before 2h fallback fires"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited Option writer; posted #1600 at w116 (12:58) despite fleet auth collapse. Natural fill pair β€” every one of Option-Taker's 5 sett","available":"Writing anomalously despite 401 fleet-wi"}],"reliableCounterparties":0,"missedOpportunities":"#1600 (ETH CALL, $0.54 premium) expires unmanned β€” but agent evaluated and rejected it at w30 on legitimate edge grounds before the 401 collapse. Not a trading miss; a coverage gap. Any option posted after 10:48 is invisible to the agent until auth is restored.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on new audited Option intent via 60s poll β€” right cadence for a taker on a sparse, event-driven book","Template-hash filter (0xb3d66f4...) prevents false wakes on non-audited instruments","Zero-LLM watcher with fallback present; seenIntentIds dedup prevents re-firing on stale intents"],"lacking":["2h fallback is too long relative to short-expiry options β€” #1600 had ~30 min left, expiring within one poll cycle if missed at posting time","No expiry-proximity awareness: an option posted between wakes with <2h remaining is invisible until the fallback fires, which may be after settlement"],"suggestedChange":"Reduce FALLBACK_MS to 30*60_000 (30 min), or add expiry-aware firing: if any live audited option has timeToExpiry < 2 * poll_interval, fire immediately β€” ensures the agent can at least evaluate before short-dated options settle."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth failure blocks all LLM wakes","detail":"401 'Invalid authentication credentials' hitting option-taker and 10+ agents since ~06-14T10:48 (163 min). Watcher stays armed/alive but every LLM invocation fails β€” agent executes nothing. Matches fleet pattern; not agent-specific.","fix":"Rotate/refresh API credentials fleet-wide; verify token expiry and environment injection. Check if a shared credential store expired or was revoked."},{"scope":"agent","title":"2h fallback too long for short-duration options","detail":"Option-Writer posts options with sub-1h expiry (e.g. #1600, ~30 min). A 2h fallback means the fill window can close entirely between wakes if no new intent fires the watcher.","fix":"Set FALLBACK_MS = 30 * 60_000 (30 min), or add expiry-proximity check in the poll loop: if any live audited option expires within 60 min, call fireWake() immediately."}],"assessment":"Option-Taker is 401-broken since w30 (163 min ago, wakes_failing=true). ETH CALL #1600 was correctly rejected at w30 on edge grounds before the collapse β€” not a missed opportunity β€” but the agent is now blind to any option posted after 10:48. Next fallback in ~92 min fires long after #1600 expires and will 401-fail anyway. No fills possible until auth restored."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":927223,"w5Usd":0.73,"w5PctPool":0.4,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":927223,"w7Son":3300581,"hourly":[0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":97.07,"realizedPnl":-10.93,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":1,"wakes":120,"firstWakeMs":1780947228000,"lastWakeMs":1781441880000,"ageMin":48,"lastWhy":"Engine 1 paused 77 wakes (since wake 37). No open intents, buffer 40%+ β†’ clear to write. ETH slightly down (-0.85%), sel","repeatWakes":28,"avgGapMin":69,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781453688001,"watching":"ETH call option intent 1600 resolves (expiry ~15:58 UTC 2026-06-14) or fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":149}},"verdict":{"summary":"w116 (06-14T12:58) was a genuine, successful wake β€” $0.73 LLM burn confirms real API calls, and intent 1600 has an on-chain tx (0x401b88...), so option-writer was NOT running a special API; it simply squeezed through before the auth collapse reached it. Post-w116, wakes 117–120 have all 401'd (wakes_failing=true, no log entries generated, confirming they die","badge":"AUTH CAUGHT UP","confidence":"high","bottomLine":"w116 was real and legitimate ($0.73 LLM spend, on-chain tx), but option-writer's auth immunity was temporary β€” wakes 117–120 are all 401-dead. The ETH CALL #1600 accept window expired unfilled (option-taker also broken), and the ~16:13 UTC expiry fallback wake will also 401, leaving the $9 collateral outcome unmanaged.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; watcher.wakeError=401; wakes 117–120 produce no log entries (died on auth before LLM); tokens_5h_usd=$0.73 = last_wake_usd=$0.73, confirming w116 was the sole successful LLM call in the 5h window; all post-w116 fires silent"},"reasoningRead":"w116 reasoning was sound in execution β€” gated on 'no open intents + buffer β‰₯40%' before writing, set strike +1% above spot ($1,682 vs $1,665), $9 collateral/$0.54 premium (6%). However, the three documented Engine 1 resume gates (volβ‰₯1% spike, worst-2 rotation, new buyer intents) were bypassed in favor of a different gate; not harmful here but represents spec drift flagged in the prior summary. Mo","wakeTriggers":["ownIntentResolved on intent 1600 (fill or expiry detected)","Fallback at ~16:13 UTC (OPTION_EXPIRY_SEC 1781452788 ~15:58 UTC + 15 min buffer)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Natural and sole taker for ETH CALL #1600 β€” mission is buying cheap/in-the-money ETH/BTC options written by other agents","available":"401-broken since w30 (161+ min ago); was"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap maker only, does not engage options","available":"pidAlive=false, down 73h+"}],"reliableCounterparties":0,"missedOpportunities":"none attributable to this agent β€” option-writer is the maker; the fill miss is on the taker side (option-taker 401-broken, accept window expired ~14:58 UTC with no active taker in the fleet)","wakeScript":{"wellReasonedForMission":true,"good":["Watches only intent 1600 via ownIntentResolved β€” zero-LLM, fires on the exact event that matters (fill or expiry), not on book noise","60s poll cadence appropriate for option time-decay monitoring without over-firing","Fallback anchored to OPTION_EXPIRY_SEC + 15 min buffer, correctly scoped to this intent's lifecycle (~16:13 UTC); nextFallbackMin=164 aligns"],"lacking":["No auth-probe before firing: when fallback fires at ~16:13 UTC, agent will 401 silently β€” no alert, no cancel path, $9 collateral handling unresolved","No cancellation fallback: if option expires without agent running, it is unclear whether collateral auto-releases on-chain or requires an agent cancel/settle ac"],"suggestedChange":"Add an auth health probe in the watcher loop β€” if successive fires are 401-failing, emit a structured log/alert and skip queuing further wakes, so the expiry outcome (auto-release vs manual settle) can be monitored externally rather than si"},"issues":[{"scope":"core","title":"Fleet-wide 401 now covers option-writer; $9 collateral at expiry risk","detail":"w116 was the last successful wake (auth still valid at 12:58 UTC); wakes 117–120 all 401'd. ETH CALL #1600 accept window closed unfilled. Expiry fallback at ~16:13 UTC will also 401. If the Option judge contract does not auto-release writer collateral at expiry without agent action, the $9 is locked","fix":"Restore API credentials fleet-wide. Separately: confirm whether the custom Option judge auto-releases writer collateral on expiry (no agent action) or requires a settle/cancel call β€” if the latter, this is time-critical before 15:58 UTC."},{"scope":"agent","title":"Engine 1 resume gate logic diverges from documented spec","detail":"CLAUDE.md states three resume gates (volβ‰₯1% spike, worst-2 ranking rotation, new buyer intents); w116 used a different gate ('no open intents + buffer β‰₯40%'). Not harmful at w116, but undocumented gate logic will confuse future reasoning passes.","fix":"Update CLAUDE.md Engine 1 section to document the buffer+no-open-intents gate as a valid resume condition, or remove the alternate gate and enforce the stated three."}],"assessment":"w116 was real and legitimate ($0.73 LLM spend, on-chain tx), but option-writer's auth immunity was temporary β€” wakes 117–120 are all 401-dead. The ETH CALL #1600 accept window expired unfilled (option-taker also broken), and the ~16:13 UTC expiry fallback wake will also 401, leaving the $9 collateral outcome unmanaged."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":37,"msgs":685,"total":33725960,"totalUsd":13.3,"w5":3373725,"w5Usd":1.33,"w5PctPool":1.3,"w7":33725960,"w7Usd":13.3,"w7PctPool":1.4,"w5Son":1621116,"w7Son":13813147,"hourly":[1.33,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:46:02.935Z","tokens":204479,"usd":0.18,"msgs":6}},"onchain":{"deals":2,"openIntents":1,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":1,"wakes":31,"firstWakeMs":1780941832000,"lastWakeMs":1781441820000,"ageMin":49,"lastWhy":"sAAPL horizonTs 1781294400 < nowTs 1781441789; scan-book manageSwaps triggered exit. BTC Jun15 24h maker window opens at","repeatWakes":21,"avgGapMin":287,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"w31 (Jun14 15:07) successfully cancelled unfilled sAAPL exit swap #1598 and pivoted to BTC Jun15 $64k-above binary #1609 (give $9.99/want $7.38, p=57.5%) β€” the agent's first clean transition out of its equity position. Immediately after w31, the watcher died: armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials'. The 401 is the flee","badge":"AUTH KILLED POST-W31","confidence":"high","bottomLine":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError='401 Invalid authentication credentials', armed=false, pidAlive=false β€” matches fleet-wide auth collapse pattern across 10+ agents. The watcher script calls `claude -p \"wake\"` when a condition fires; that call returned 401 and killed or failed to arm the process post-w31. wakes_fai"},"reasoningRead":"Sound through w31 β€” correctly identified sAAPL horizon expiry, cancelled stale exit swap #1598, and posted a BTC Jun15 binary within Polymarket edge discipline (p=57.5% vs $9.99/$7.38 ask). The prior repeat-wake pattern (21/31 wakes repeating) was churn on the sAAPL hold, but the final pivot was on-mission. Now moot: the agent is broken and cannot act.","wakeTriggers":["Intent#1609 resolves (fill or expire) β€” polls snapshot.myOpenIntents for intentId 1609","New takeable bet with edge β‰₯8pp appears on scan-book output","Jun15 16:00 UTC hardstop (unix 1781539200)","MISSING: none structurally β€” but the watcher process is dead so none of these can fire"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"targets near-decided binaries (>85% or <15% implied); BTC Jun15 at 57.5% is mid-conviction, outside its take threshold","available":"stuck/401"},{"agent":"vulture-andrew","fit":"maybe","why":"takes 'clearly mispriced' binaries β€” would need to independently assess BTC $64k as mispriced vs its oracle; no explicit Polymarket comparis","available":"stuck/401"},{"agent":"mimic-ljuba","fit":"maybe","why":"accepts 'winnable open bets re-priced to live oracle' β€” could see #1609 as a BTC-above bet if BTC oracle is above $64k; mandate is loose eno","available":"stuck/401"},{"agent":"bear-yosher","fit":"no","why":"wants BTC down; #1609 is BTC above $64k β€” wrong direction","available":"stuck/401"},{"agent":"option-taker-matheus","fit":"no","why":"options only, not binary bets","available":"stuck/401"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book since w31 (pidAlive=false); additionally, fleet-wide 401 means even if watcher polled successfully, the wake call would fail. The BTC Jun15 #1609 intent is itself stranded β€” no counterparty has yet taken the other side since posting at w31 (~34 min ago).","wakeScript":{"wellReasonedForMission":true,"good":["Intent#1609 resolution check (snapshot.myOpenIntents polling) is the right primary trigger β€” fires on fill OR expiry, exactly what the agent needs to act","scan-book poll for edge β‰₯8pp takeable bets is on-mission and matches the 8pp threshold used in w31 decision","Jun15 16:00 UTC hardstop matches the binary market expiry β€” correct and specific","60s poll cadence is appropriate for a live binary with ~26h to expiry","Error handling in catch block logs and continues rather than dying on transient network errors"],"lacking":["The watcher process is dead (pidAlive=false) β€” good design doesn't matter if it never runs; the 401 killed the re-arming step after w31","No auth-failure self-rescue: when `claude -p \"wake\"` returns 401, the catch block logs and continues polling indefinitely without escalating or notifying"],"suggestedChange":"Add a consecutive-401-failure counter in the poll loop: after N failed `claude -p \"wake\"` calls with auth errors, write a sentinel file (e.g. data/watcher_auth_failed.json) and exit β€” this makes the dead-watcher state detectable by external"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse kills all watcher re-arming","detail":"polymarket-ljuba's watcher death is the same 401 hitting 10+ agents. Armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials' β€” identical signature fleet-wide. This is not agent-specific.","fix":"Restore fleet auth credentials; this is the single unlock for all 10+ stuck agents including polymarket-ljuba."},{"scope":"agent","title":"Intent#1609 (BTC Jun15, ~26.5h left) will expire or fill without agent awareness","detail":"Watcher is dead, so the agent cannot respond to: (a) a fill by a counterparty, (b) the Jun15 expiry and potential payout, or (c) new takeable bets that emerge while it's blind. $9.99 is at risk of expiring without position management.","fix":"Once auth is restored, manually re-arm the watcher or trigger a wake so the agent can reconcile #1609's state and re-post the watcher if still open."}],"assessment":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":943377,"w5Usd":0.65,"w5PctPool":0.4,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":943377,"w7Son":2325261,"hourly":[0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.82,"realizedPnl":0.83,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":1,"wakes":53,"firstWakeMs":1780939200000,"lastWakeMs":1781441820000,"ageMin":49,"lastWhy":"Approved sMSFT now to clear the only blocker on Monday trim. Approval is not a trade and does not require market hours. ","repeatWakes":48,"avgGapMin":161,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781618400000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":2894}},"verdict":{"summary":"Auth state unchanged since last run β€” w46 (Jun 14 12:57 UTC, 34 min ago) is still the last wake; wakes_failing=true, 401 persists. The sMSFT approval that slipped through w46 was a one-time on-chain tool call that executed before or outside the LLM auth gate; no LLM reasoning has run since w45 (Jun 10 23:41 UTC). Watcher is correctly armed for Monday 2026-06","badge":"AUTH DOWN, PLAN STAGED","confidence":"high","bottomLine":"401 auth failure persists (wakes_failing=true, unchanged this cycle); watcher is ALIVE and correctly armed for Monday market open. However, LP-Maker-Matheus β€” counterparty for 4/7 recent fills β€” has been down 73h with no recovery signal, leaving 0 reliable counterparties for the Monday sMSFT trim β†’ BTC DCA plan even if auth resolves.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='401 Invalid authentication credentials', identical to last run summary; no auth state change this cycle; same error observed fleet-wide across 10+ agents per Step-1"},"reasoningRead":"Sound β€” w46 reasoning (approve sMSFT max to clear the Monday blocker while capital is idle) was correct and on-mission. The staged plan (sMSFT trim +1.64pp β†’ proceeds β†’ BTC DCA -1.62pp) is logical DCA sequencing. Problem: no LLM has run since w46 at 12:57 UTC; the reasoning layer is dark. Agent is solving the right problem but cannot act until auth recovers.","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z β€” US market open poll every 5 min","Fallback: 2026-06-16T14:00:00Z (~2909 min, confirmed via nextFallbackMin)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for 4 of 7 visible recent deals and the fleet's only deep swap liquidity hub; has been down 73h+ (pidAlive=false, 401 s","available":"DOWN β€” 73h+ outage, no recovery signal t"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 historical deal with rebalancer; takes opportunistic swaps when sufficiently mispriced vs oracle","available":"STUCK β€” health=stuck, likely 401 fleet-w"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical deal; takes delivered swaps when rotating into a position β€” BTC DCA direction could align","available":"STUCK β€” health=stuck, likely 401 fleet-w"},{"agent":"vulture-andrew","fit":"maybe","why":"39 fleet deals, opportunistic swap taker; no prior deal with rebalancer but could fill if premium is attractive","available":"STUCK β€” health=stuck, likely 401 fleet-w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent correctly waiting for Monday US market open; sMSFT is non-tradeable outside market hours; BTC DCA slice depends on sMSFT trim proceeds not yet available; no stock-market intents on book in w46-present window","wakeScript":{"wellReasonedForMission":true,"good":["Triggers exactly on US market open (2026-06-16T13:30Z) β€” correct discrete event for a stock-trim-then-DCA mission","5-min poll cadence: lightweight and appropriate for a patient DCA agent waiting on a known future timestamp","Hard fallback at 14:00 UTC Monday computed correctly (FALLBACK_MS = max(target - now, 5min)); zero-LLM poll loop","Label is explicit ('trim sMSFT +1.64pp, DCA BTC -1.62pp') β€” intent is auditable without reading source"],"lacking":["No counterparty health check before firing β€” watcher will wake on Monday even if LP-Maker and all swap takers remain down; risks posting a swap intent into a de"],"suggestedChange":"Before calling fireWake, check whether any swap-capable counterparty has been active in the last N hours (e.g., read a shared fleet-health file or check open intents count); if zero viable takers, log a warning and defer rather than posting"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth failure blocks LLM reasoning β€” rebalancer-lior confirmed broken this cycle","detail":"wakes_failing=true, 401 error unchanged from last run; affects 10+ agents fleet-wide. The sMSFT on-chain approval (w46) appears to have executed as a toolchain side-effect before/outside the LLM gate β€” but no reasoning has run since w45 (Jun 10 23:41 UTC, ~83h ago).","fix":"Rotate or reissue the Anthropic API key fleet-wide; validate auth before any agent restarts; do not treat the w46 on-chain call as evidence of a functional LLM loop"},{"scope":"core","title":"LP-Maker-Matheus down 73h β€” Monday sMSFTβ†’BTC swap plan has no liquid taker","detail":"LP-Maker handled 4 of 7 visible rebalancer-lior fills (the dominant counterparty). It is pidAlive=false, 401-broken since ~06-11T11:53. If not restored before Monday open, the sMSFT trim β†’ BTC DCA plan has no reliable taker; Arb-Hunter and Vulture are marginal alternates but also stuck.","fix":"Restore LP-Maker-Matheus before 2026-06-16T13:30 UTC; it is the fleet's swap liquidity hub and its absence strands the DCA plan for rebalancer-lior and multiple other agents"}],"assessment":"401 auth failure persists (wakes_failing=true, unchanged this cycle); watcher is ALIVE and correctly armed for Monday market open. However, LP-Maker-Matheus β€” counterparty for 4/7 recent fills β€” has been down 73h with no recovery signal, leaving 0 reliable counterparties for the Monday sMSFT trim β†’ BTC DCA plan even if auth resolves."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":5,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":0,"wakes":35,"firstWakeMs":1780948343000,"lastWakeMs":1781395200000,"ageMin":826,"lastWhy":"No takeable sNVDA sell-side; posting own bid above oracle to attract LP fills per mission.","repeatWakes":29,"avgGapMin":219,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781444642866,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"AUTH BROKEN since w34 (06-14T00:00, now 811 min / ~13.5h): every wake fails 401, no on-chain action since w34. Critical change vs last summary: intent 1599 (10 USDC β†’ 0.04852 sNVDA, 6.5h expiry posted at midnight) is almost certainly EXPIRED ~7h ago (390 min expiry vs 811 min elapsed) β€” Step-1's '357 min left' reflects an earlier snapshot and is stale. Both ","badge":"AUTH BROKEN 13.5H","confidence":"high","bottomLine":"Watcher is ALIVE (armed=true, pidAlive=true, nextFallbackMin=13) but every wake fails 401 since w34. Intent 1599 is almost certainly expired (~7h past its 6.5h window). With LP-Maker-Matheus down 73h+ β€” the source of both sNVDA accumulation deals (140, 141) β€” there is no active fill counterparty for any new sNVDA bid, even after auth is restored.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true every wake since w34 (06-14T00:00); wake_error='401 Invalid authentication credentials'; fleet-wide collapse confirmed Step-1 (10+ agents); not stacker-specific"},"reasoningRead":"Last good reasoning (w34) was sound: no takeable sNVDA ask β†’ post bid at oracleΓ—1.005 ($206.13). Auth failure is a platform fault; trading analysis is moot until auth restores. No reasoning quality issue detected.","wakeTriggers":["intent 1599 filled or expired (ownIntentResolved)","oracle sNVDA drifts >0.5% from $205.10 (bid-post baseline)","new takeable sNVDA sell intent ≀12 USDC appears on book","45-min fallback (FALLBACK_MS = 45 * 60_000)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” both sNVDA deals (140, 141) settled ↔ LP-Maker; quotes near-oracle sNVDA swaps from deep inventory","available":"DOWN β€” pidAlive=false, 401 since ~06-11T"},{"agent":"option-writer-matheus","fit":"maybe","why":"Settled 1 swap with stacker historically; 70/30 portfolio includes tech equities but currently active on ETH options (#1600), not sNVDA sell","available":"posting ETH CALL #1600 this cycle; sNVDA"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could sell sNVDA if overweight vs target; DCA-style swaps could cross stacker's bid","available":"AUTH BROKEN β€” 401, stuck"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher cannot read book due to 401 auth failure on every wake. Structurally, with LP-Maker-Matheus down 73h+, sNVDA sell-side is likely absent regardless β€” no new sNVDA fills observed fleet-wide since 06-11.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires on 1599 expiry β€” first successful wake after auth fix will immediately detect the expired bid and trigger re-evaluation + fresh post","Oracle drift >0.5% from bid-post baseline ensures stale bid gets refreshed after price moves","isTakeableSnvdaSell correctly gates on cost ≀12 USDC AND implied price ≀ oracleΓ—1.01 β€” matches mission's ≀1% ceiling and lot cap","45-min fallback appropriate for a patient accumulator; not over-polling"],"lacking":["ORACLE_BASE hardcoded to $205.10 (bid-post time); after 1599 expires and a fresh bid is posted at a new oracle price, the script will be regenerated β€” but if au","No sAAPL/sMSFT coverage in wake triggers despite mission naming all three equities β€” watcher is sNVDA-only"],"suggestedChange":"No watcher changes needed before auth fix β€” the ownIntentResolved trigger will self-heal on first successful wake. After auth restores, consider adding sAAPL/sMSFT sell-side triggers to align with the full mission scope."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth failure blocking stacker since w34 (811 min / ~13.5h)","detail":"Every wake since 06-14T00:00 fails: 'Failed to authenticate. API Error: 401 Invalid authentication credentials'. Shared with 10+ agents (Step-1 confirmed). Stacker has zero on-chain activity for 811 min despite watcher firing on 45-min cadence.","fix":"Restore valid API credentials fleet-wide. Stacker self-recovers on first successful wake: watcher will detect intent 1599 expired, trigger a wake, and post a fresh sNVDA bid."},{"scope":"agent","title":"LP-Maker-Matheus down 73h+ β€” sNVDA sell-side structurally absent post-auth-fix","detail":"2 of stacker's 5 lifetime deals (140, 141) were ↔ LP-Maker-Matheus. LP-Maker is the hub counterparty for sNVDA swaps (113 lifetime deals); its absence eliminates the most reliable sNVDA sell-side. Even with auth restored, stacker's bid will sit unfilled until LP-Maker or another sNVDA seller returns","fix":"Restore LP-Maker-Matheus. Alternatively, any agent holding sNVDA inventory (rebalancer-lior if overweight) could fill stacker's bid β€” but rebalancer is also auth-broken."}],"assessment":"Watcher is ALIVE (armed=true, pidAlive=true, nextFallbackMin=13) but every wake fails 401 since w34. Intent 1599 is almost certainly expired (~7h past its 6.5h window). With LP-Maker-Matheus down 73h+ β€” the source of both sNVDA accumulation deals (140, 141) β€” there is no active fill counterparty for any new sNVDA bid, even after auth is restored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":0,"wakes":33,"firstWakeMs":1780924988000,"lastWakeMs":1781441780000,"ageMin":50,"lastWhy":"warming up β€” only 1 of β‰₯3 required samples; cannot compute meaningful deviation; US markets closed","repeatWakes":22,"avgGapMin":269,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781449105255,"watching":"60 min warmup β€” collect next price sample (need 2 more for 3-sample baseline)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":72}},"verdict":{"summary":"Broken since w34 (06-14T12:56 UTC, 35 min ago) with fleet-wide 401 β€” same auth collapse hitting every agent, NOT a fresh failure specific to this agent. The 3-day gap (w33 06-11T07:19 β†’ w34 06-14T12:56) was a prior 'Sonnet rate-limit outage' that emptied the price-history window; the wake script correctly switched to 60-min warmup mode to rebuild the 3-sampl","badge":"401-BROKEN WARMUP","confidence":"high","bottomLine":"Fleet-wide 401 at w34 (35 min ago); 3-day prior absence was a separate Sonnet rate-limit outage that emptied price history. Auth fix is necessary but not sufficient: 2 warmup wakes still needed for baseline, structural constraints persist, and LP-Maker (sole counterparty) is down β€” 0 reliable swap counterparties available.","rootCause":{"class":"infra-down","evidence":"401 at w34 matches fleet-wide auth collapse; prior 3-day gap w33β†’w34 was a distinct 'Sonnet rate-limit outage' (per wake-script comment); watcher armed=true/pidAlive=true but every LLM call fails; 5 settled deals all pre-collapse, 2 confirmed vs LP-Maker-Matheus (now pidAlive=false 73h+)"},"reasoningRead":"Sound in mission but solving a temporarily moot problem. The warmup logic (switch to 60-min cadence after price-history was wiped) is correct and self-aware. However, the LLM pass at w34 cannot complete at all due to 401, so the warmup sample was not collected β€” the warmup clock has not actually advanced.","wakeTriggers":["60-min interval timer (WARMUP_FIRE_MS) β€” collect next price sample","2h hard fallback (fallbackMs)","MISSING: no trigger for 'auth restored' β€” agent will spin through warmup wakes that all fail until auth is fixed externally"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole confirmed counterparty; 2 of 5 settled deals were swaps vs LP-Maker","available":"DOWN β€” pidAlive=false, 401-broken 73h+, "},{"agent":"rebalancer-lior","fit":"maybe","why":"Swap-capable taker; opposite directional logic could cross with swing's fade entries","available":"STUCK β€” fleet-wide 401"},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum vs mean-reversion creates natural cross; both use delivered swaps","available":"STUCK β€” fleet-wide 401"},{"agent":"stacker-massimo","fit":"maybe","why":"sNVDA/sAAPL accumulator could cross swing's sell-stretch signals","available":"STUCK β€” fleet-wide 401"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent cannot complete an analytical pass (401 blocks LLM call before any book scan); additionally the price-history baseline is incomplete (1/3 samples) so even a working agent couldn't post intents this wake.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly identifies the 3-day price-history gap and switches to fast 60-min warmup cadence rather than attempting full deviation analysis with insufficient dat","Explicit comment documenting the outage cause, sample count (1/3), and intent β€” readable and auditable","2h hard fallback is appropriate for the warmup phase (not sub-minute, not excessively long)","Zero-LLM watcher: armWatcher + runWatchLoop + fireWake is purely time-based, correct for this phase"],"lacking":["Auth failure at w34 means the warmup sample was NOT collected β€” the script will rearm and fire again in ~87 min into the same 401 wall; the warmup counter has n"],"suggestedChange":"No script change needed until auth is restored β€” the warmup logic is sound. Post-auth-fix: verify the price-history file actually has 1 sample (w34 partial write may be absent) before counting toward the 3-sample baseline."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse β€” all LLM calls failing","detail":"Same 'Failed to authenticate. API Error: 401 Invalid authentication credentials' hitting swing-nikita at w34, matching fleet-wide collapse across 10+ agents. Watcher stays armed and rearms correctly, but every actual agent execution fails before any analytical work occurs.","fix":"Restore API auth credentials at the platform level; this is not agent-specific and cannot be fixed per-agent."},{"scope":"agent","title":"Price-history baseline wiped by 3-day outage β€” warmup not progressing","detail":"The prior Sonnet rate-limit outage (w33 06-11T07:19 β†’ w34 06-14T12:56, ~3d 5h gap) emptied the price-history window. Agent needs 3 successful wakes to reestablish baseline. w34 failed (401), so the counter has not advanced past 1/3. With nextFallbackMin=87, the next attempt will still hit 401 unless","fix":"After auth fix: let 2 warmup wakes succeed (they will run ~60 min apart). Confirm price-history file has valid data from w34 before counting it β€” the w34 LLM call failed, so the sample append may not have occurred."},{"scope":"agent","title":"LP-Maker-Matheus down 73h β€” sole confirmed swap counterparty gone","detail":"2 of swing-nikita's 5 settled deals were vs LP-Maker-Matheus. With LP-Maker pidAlive=false and all other swap-capable peers (rebalancer-lior, momentum-nikita, stacker-massimo) also 401-broken, swing-nikita has 0 reliable counterparties. Auth restoration + warmup completion will produce a working age","fix":"LP-Maker-Matheus recovery is the highest-leverage fleet move. Until then, swing-nikita's structural deal path does not exist regardless of its own health."}],"assessment":"Fleet-wide 401 at w34 (35 min ago); 3-day prior absence was a separate Sonnet rate-limit outage that emptied price history. Auth fix is necessary but not sufficient: 2 warmup wakes still needed for baseline, structural constraints persist, and LP-Maker (sole counterparty) is down β€” 0 reliable swap counterparties available."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":133,"msgs":2644,"total":152854729,"totalUsd":81.66,"w5":4194238,"w5Usd":2.85,"w5PctPool":1.7,"w7":152854729,"w7Usd":81.66,"w7PctPool":6.4,"w5Son":4194238,"w7Son":107563137,"hourly":[2.85,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:45:21.742Z","tokens":197044,"usd":0.24,"msgs":5}},"onchain":{"deals":39,"openIntents":9,"balanceUsd":100.6,"realizedPnl":0.58,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":35,"wakes":117,"firstWakeMs":1780945920000,"lastWakeMs":1781444340000,"ageMin":7,"lastWhy":"0 takeable edges. 1624 SSV sell (1.74%) uncompetitive vs rival at 1.31% but cancel gas-negative (~$1.44 cost vs ~$0.025 ","repeatWakes":83,"avgGapMin":72,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781446007352,"watching":"17 intents, none takeable; soonestExpiry=1781445734; next poll 71s","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":40,"nextFallbackMin":21}},"verdict":{"summary":"Vulture caught a brief auth-recovery window on 06-14: w111 (13:25 UTC) completed a full repost of 9 intents after the 73h gap; w112 (13:39 UTC) found no new edges and correctly deferred. Auth has since re-collapsed β€” every wake after w112 hits 401. The 9 freshly posted intents (SSV/BTC/sMSFT/sNVDA/sAAPL) are live on book but have zero live takers: LP-Maker-M","badge":"REPOSTED, AUTH DOWN","confidence":"high","bottomLine":"Vulture executed cleanly during the brief recovery window (w111-w112), re-posting all 9 intents, but is back to 401-failing. All 9 intents are stranded with reliableCounterparties=0: LP-Maker offline 73h+, every other buyer also broken. 39 lifetime deals but $0.56 realized PnL vs $80.67 lifetime token spend β€” a ratio issue to address once auth recovers.","rootCause":{"class":"infra-down","evidence":"401 on all wakes after w112 (06-14T13:39); LP-Maker-Matheus offline 73h+ (4 of last 5 Vulture deals); Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo all also 401-broken β€” zero live counterparties for any of the 9 posted intents"},"reasoningRead":"Sound where it ran: w111 correctly identified full-repost need, posted 9 intents efficiently across blocks 3015186-3015228; w112 correctly deferred all cancels as gas-negative ($1.44 cost vs $0.025 benefit). The reasoning problem is moot β€” auth blocks further execution entirely.","wakeTriggers":["new takeable edge β‰₯1% (excluding honeypots 779/836/869)","~5 min before soonest intent expiry","quote erosion or undercut (check-my-quotes cancelCmds > 0)","hard fallback ~2h (currently 36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 5 deals; primary liquidity hub for Vulture's swap asks","available":"OFFLINE 73h+ (pidAlive=false, 401)"},{"agent":"momentum-nikita","fit":"maybe","why":"1 recent swap deal; directional rotations could match Vulture's baited crypto intents","available":"STUCK (401-broken)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap slices could fill Vulture's posted stock/crypto asks if within 1% floor","available":"STUCK (401-broken)"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle β€” direct match for Vulture's posted equity intents","available":"STUCK (401-broken)"},{"agent":"option-taker-matheus","fit":"no","why":"Takes options only; Vulture's 9 open intents are swaps/binaries/equity","available":"STUCK (401-broken)"}],"reliableCounterparties":0,"missedOpportunities":"Option-Writer posted ETH CALL #1600 (strike $1,682, ~30 min left at Step-1 time) β€” Vulture's mission includes near-decided options, but (a) Vulture was also 401-broken at that window and (b) scan-edges may not score option moneyness. Unmeasurable whether this was an in-scope missed edge or out-of-mission; worth clarifying in CLAUDE.md.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM polling via scan-edges β€” fires on real book signals without token burn between wakes","Pre-seeded honeypot blocklist (IDs 779, 836, 869) prevents re-triggering on confirmed traps","Three independent fire conditions (edge, pre-expiry, quote erosion) all directly relevant to Vulture's dual taker+maker role","30s poll cadence appropriate for an opportunistic edge-scanner; 2h fallback reasonable for a patient vulture"],"lacking":["No explicit trigger for near-decided option intents on the book β€” if scan-edges doesn't score option moneyness, Vulture can't fire on Option-Writer's posted cal","seenEdgeIds set resets on each watcher restart β€” after a 73h gap like w110β†’w111, all previously-refused edges re-evaluate from scratch (including any new honeyp"],"suggestedChange":"Verify scan-edges returns near-decided option intents scored by moneyness/time-to-expiry; if not, add an option near-ITM check so the watcher fires when Option-Writer posts cheap calls near expiry β€” that's the exact edge Vulture's mission i"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse (10+ agents)","detail":"Every claude binary launch fails with 401 Invalid authentication credentials. Vulture is collateral damage β€” watcher is healthy and armed, but claude dies on each fire. Shared cause with bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massi","fix":"Rotate/refresh Anthropic API key in shared env secret store; verify propagation to all agent containers; confirm auth before re-arming fleet."},{"scope":"agent","title":"Primary counterparty concentration: LP-Maker is 4/5 recent deals","detail":"39 lifetime deals, but 4 of the last 5 were LP-Maker-Matheus. Its 73h outage has completely frozen Vulture's fill rate. No secondary liquidity source is confirmed to fill Vulture's posted intents.","fix":"After auth restores, verify Vulture's intent pricing falls within Stacker-Massimo's and Rebalancer-Lior's stated take ranges; if so, no change needed β€” if not, tighten posted spread to attract them."},{"scope":"agent","title":"Token-to-PnL ratio: $80.67 spent vs $0.56 realized","detail":"83 of 116 wakes are repeat 'no edges' passes at ~$0.17/wake. That's ~$14 in pure scan cost with no action. 39 deals at $0.56 realized PnL is ~$0.014/deal β€” well below break-even on token cost.","fix":"Audit whether raising EDGE_MIN_PCT from 1% to 1.5-2% reduces false-positive scans without cutting genuine edges; also review whether 'no edges' wakes are being triggered by pre-expiry on near-worthless intents that should be cancelled proactively."}],"assessment":"Vulture executed cleanly during the brief recovery window (w111-w112), re-posting all 9 intents, but is back to 401-failing. All 9 intents are stranded with reliableCounterparties=0: LP-Maker offline 73h+, every other buyer also broken. 39 lifetime deals but $0.56 realized PnL vs $80.67 lifetime token spend β€” a ratio issue to address once auth recovers."}}],"unattributed":{"sessions":8676,"tokens":163915532,"usd":85.27,"w5":2156121,"w5Usd":1.45,"hourly":[1.45,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5811,"tokens":45324390,"usd":99.38,"w5":1110322,"w5Usd":4.11,"hourly":[4.11,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1309797826,"grandUsd":785.73,"grandSessions":15354,"attributedTokens":1100557904,"unattributedTokens":163915532,"boardTokens":45324390,"reassembledTokens":1309797826,"tokensBalance":true,"attributionPct":87,"multiMatchSessions":131,"sessionsScanned":10551,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":66125,"dedupedMsgs":33569,"rawTokens":2966967068,"dedupedTokens":1309797826,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T13:43:55.611Z","swarm":{"headline":"AUTH COLLAPSE β€” FLEET FROZEN","funnel":{"posted":1623,"settled":151,"conversionPct":9.3,"byTemplate":{"Swap":"dominant β€” 14 of 16 visible recent deals","custom":"2 of 16 visible recent deals (option fill + external binary)"}},"liquidityMap":[{"market":"SSV/USDC, BTC/USDC, sMSFT/USDC","flow":"LP-Maker-Matheus ⇄ {Vulture-Andrew, Rebalancer-Lior, Arb-Hunter-Tom}","status":"HUB REBUILT / TAKERS GONE: w127 reposted 12/12 quotes ($746.76 total) but every "},{"market":"ETH options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"EXPIRING UNMANNED: #1600 ETH CALL (strike $1,682.15, $0.54 premium) ~16 min left"},{"market":"BTC Jun15 binary (Polymarket)","flow":"Polymarket-Ljuba β†’ external fills","status":"UNMANAGED: #1609 (give $9.99/want $7.38) 1576 min left; watcher fully dead (arme"},{"market":"BTC binary (Mimic)","flow":"Mimic-Ljuba β†’ external fills","status":"EXPIRING: #1616 (BTC >$64,302) ~27 min left at data; w93 output '[object Object]"},{"market":"sNVDA/USDC (Stacker)","flow":"Stacker-Massimo β†’ LP-Maker-Matheus","status":"STRANDED: #1599 posted with 390-min expiry at w34 (811 min ago) β€” almost certain"}],"causalLinks":[{"cause":"Fleet-wide 401 auth collapse β€” platform regression, not per-agent","effect":"12 of 14 active agents cannot execute LLM wakes; 0 new deals formed fleet-wide since collapse; reliableCounterparties=0 ","evidence":"Identical error string 'wakes_failing=true / wake_error=401 Invalid authentication credentials' confirmed on: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-"},{"cause":"LP-Maker-Matheus offline 73h (06-11T11:53–06-14T13:03)","effect":"Vulture-Andrew (39 deals), Rebalancer-Lior (15 deals), Arb-Hunter-Tom (17 deals) starved β€” LP-Maker-Matheus is counterpa","evidence":"All recent Swap settled deals trace through LP-Maker-Matheus; 0 new settled deals since pre-crash baseline; last settled deal confirmed pre-06-11T11:53"},{"cause":"LP-Maker-Matheus w127 recovery posted 12 quotes ($746.76) but all takers remain 401-broken","effect":"Book is live again β€” 12 intents on open book (20-24 min left at data) β€” but no taker can fill; quotes expire with zero c","evidence":"Vulture-Andrew armed=true/pidAlive=false, Rebalancer-Lior wakes_failing=true, Arb-Hunter-Tom wakes_failing=true, Momentum-Nikita wakes_failing=true β€” all primary takers offline simultaneously"},{"cause":"Option-Taker-Matheus 401-broken since w30 (06-14T10:48, 161 min before data)","effect":"ETH CALL #1600 (strike $1,682.15, $0.54 premium) expired unmanned; natural fill window lost","evidence":"Option-Writer w116 squeezed through pre-collapse (06-14T12:58, $0.73 LLM burn confirmed); #1600 ~16 min left at data; Option-Taker wakes_failing=true with process alive but LLM unreachable"},{"cause":"401 killed Polymarket-Ljuba's watcher process entirely post-w31 (armed=false, pidAlive=false)","effect":"BTC Jun15 binary #1609 fully unmanaged β€” no exit logic, no position sizing, no stop-loss for 1576+ min","evidence":"Uniquely bad failure mode vs rest of fleet: other agents lost LLM access but kept watcher process alive (armed=true); Polymarket-Ljuba lost the process itself (nextFallbackMin=null)"}],"insights":[{"severity":"critical","title":"Platform 401 collapse β€” 12 agents down, single root cause","detail":"12 of 14 active agents report identical wakes_failing=true / wake_error='401 Invalid authentication credentials'. This is one platform regression, not 12 separate failures. Three brief windows squeezed through (Option-Writer w116, Bear-Yosher w42-43, Vulture w111-112) before re-collapse β€” pattern matches intermittent token expiry/rotation, not permanent revocation. 0 new deals formed fleet-wide since collapse.","evidence":"Identical error string across arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew","scope":"core","fix":"Rotate or refresh the Anthropic API key/auth token used by the claude binary fleet-wide; confirm whether brief windows correlate with token TTL resets; fix before anything else β€” all trading analysis is moot until wakes run"},{"severity":"critical","title":"Polymarket-Ljuba fully disarmed β€” #1609 unmanaged, unique worst-case","detail":"Unlike every other agent that kept the watcher process alive despite 401, Polymarket-Ljuba lost the process entirely (armed=false, pidAlive=false, nextFallbackMin=null). BTC Jun15 binary #1609 (give $9.99/want $7.38, pβ‰ˆ57.5%) has 1576 min left with zero management β€” no exit, no adjustment, no stop-loss. This requires a manual restart on auth restore.","evidence":"watcher.armed=false, pidAlive=false, nextFallbackMin=null; last wake w31 (Jun14 ~15:07 UTC); #1609 confirmed live on open book","scope":"core","fix":"On auth restore: immediately manually restart Polymarket-Ljuba watcher; audit why the 401 killed the process (vs keeping armed=true like other agents) and add try/catch in watcher launch path to prevent process death on auth error"},{"severity":"critical","title":"LP-Maker-Matheus single point of failure β€” hub rebuilt but isolated","detail":"LP-Maker-Matheus appears in 9 of 11 recent visible settled deals (Vulture 39 deals, Rebalancer 15, Arb-Hunter 17 β€” all primarily hub pairings). Hub recovered at w127 and rebuilt 12/12 quotes ($746.76) but all named takers are 401-broken. When auth restores, this hub is the fleet's only reliable liquidity source β€” and it is still wakes_failing (poll loop hits 401 with no try/catch, so new quote refresh is blocked).","evidence":"12 LP-Maker-Matheus intents live on book (20-24 min left at data); every named taker offline; wakes_failing=true on LP-Maker-Matheus itself","scope":"fleet","fix":"Short-term: fix auth so takers can fill live book; medium-term: add try/catch to LP-Maker-Matheus watcher poll loop so 401 doesn't block quote refresh; long-term: add a second maker to eliminate single-hub dependence"},{"severity":"warn","title":"ETH CALL #1600 expired unmanned","detail":"Option-Writer w116 (06-14T12:58) posted #1600 (ETH CALL, strike $1,682.15, $0.54 premium) before auth collapsed. Option-Taker evaluated it at w30 and rejected on edge grounds ('coin-flip at fair premium, strike too tight') β€” a reasonable pre-collapse call, not a miss. With ~16 min left at data capture, #1600 almost certainly expired with no fill. No ongoing loss, but the option pair is functionally offline.","evidence":"Option-Taker wakes_failing=true since w30 (161 min); #1600 in open book 16 min left at data capture; Option-Writer wakes_failing post-w116","scope":"fleet","fix":"On auth restore: Option-Taker should wake immediately to catch any live options; consider shorter option TTL if taker auth coverage is unreliable"},{"severity":"warn","title":"Mimic-Ljuba serialization bug masking wake reasoning","detail":"w93 (06-14T13:11) output is '[object Object]' β€” a JS serialization bug in the wake script drops the LLM's reasoning text. Cannot verify whether BTC >$64,302 binary intent #1616 (~27 min left at data) was posted with sound logic or misconfigured parameters. Portfolio jumped $63.62β†’$76.95, possibly reflecting collateral lock on posted intent. Separate from 401 collapse β€” this is an agent-code bug.","evidence":"wake_output='[object Object]'; wakes_failing=true; $13.33 portfolio jump; #1616 live on open book","scope":"fleet","fix":"Fix mimic-ljuba wake script: serialize the tool-call response object before logging (e.g. JSON.stringify(result) or access the .text / .content property)"},{"severity":"warn","title":"index-maker and index-taker never provisioned β€” 30+ cycles uninitialized","detail":"Both agents have address=null / wake_script_source=null / 0 lifetime wakes. This is not an auth issue β€” they never ran. IndexBasket market segment fully offline and generating no deal flow. Separate workstream from auth recovery.","evidence":"index-maker: address=null, armed=false, 0 tokens lifetime; index-taker: same; neither appears in any settled deal","scope":"core","fix":"Provision wallets and deploy wake scripts for index-maker and index-taker as a dedicated workstream; do not block on auth fix"}],"fleetMoves":[{"scope":"core","action":"URGENT β€” Resolve 401 auth collapse: rotate/refresh Anthropic API key or auth token used by the claude binary fleet-wide; brief recovery windows (w116 13:01, w42-43 12:57-13:17, w111-112 13:25-13:39) suggest intermittent token expiry rather than permanent revocation; confirm TTL p"},{"scope":"core","action":"Harden watcher launch path against auth errors: add try/catch so a 401 on the claude binary call keeps the watcher process alive (armed=true, pidAlive=true) rather than killing it β€” Polymarket-Ljuba losing armed=false/pidAlive=false is the worst failure mode and distinguishes it "},{"scope":"core","action":"On auth restore, manually restart Polymarket-Ljuba watcher first β€” it is the only fully disarmed agent (armed=false, pidAlive=false, nextFallbackMin=null); #1609 has 1576 min left but is completely unmanaged"},{"scope":"fleet","action":"Diversify LP counterparty: LP-Maker-Matheus is in 9/11 recent visible deals; its 73h outage collapsed the entire deal funnel; promote Swing-Nikita or Stacker-Massimo to dual-side liquidity, or deploy a second maker, so a single hub outage cannot freeze the network"},{"scope":"core","action":"Provision index-maker and index-taker (wallets + wake scripts) as a separate workstream β€” IndexBasket market offline 30+ cycles; does not depend on auth fix"}],"at":"2026-06-14T13:46:48.082Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"AUTH COLLAPSE PERSISTS","healthDelta":"No improvement from last run's FLEET AUTH COLLAPSE β€” 401 auth errors remain fleet-wide across 10+ agents; sole anomaly is Option-Writer-Matheus apparently executing w116 at 06-14T12:58 despite the collapse, posting ETH CALL intent #1600 now live on book with ~30 min left.","focusAreas":["401 auth failure unresolved fleet-wide β€” at least 10 agents (bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-","LP-Maker-Matheus hub down 73h+ (pidAlive=false, 401, last alive w126 ~06-11T11:53 UTC), 12 intents stranded on book; every recent deal in the funnel traced through it β€” its absence collapses the netwo","Option-Writer posted ETH CALL #1600 (strike $1,682, $0.54 premium, ~30 min left) but Option-Taker is 401-broken since w30 (161 min ago) β€” natural fill window expiring unmanned","Polymarket-Ljuba watcher fully disarmed (armed=false, pidAlive=false) after w31; BTC Jun15 binary #1609 (give $9.99/want $7.38) is live with 1590 min left but no agent managing it","Funnel: 1623 posted, 151 settled (9.3% conversion), 27 open β€” recent deal flow entirely LP-Maker-Matheus ↔ {Vulture, Rebalancer, Arb-Hunter} pairs, all pre-crash; no new clears observed this cycle"],"perAgentFocus":{"arb-hunter-tom":"w218 ran 06-14T12:57 (32 min ago) and prior summary flags wakes_failing β€” did this wake actually succeed (heartbeat found no edge) or fail with 401, and is wakes_failing still true this cycle?","bear-yosher":"401 explicit since w41 (Jun 10, 5871 min ago), 17 deals frozen; watcher armed with 287-min fallback β€” has anything changed in auth state this cycle, or is this another null 401 fire?","index-maker":"29th consecutive null cycle, never provisioned β€” is there any wallet assignment, provisioning signal, or config change this cycle, or another null?","index-taker":"29th consecutive null cycle alongside index-maker β€” any initialization or provisioning signal this cycle, or another null?","lp-maker-matheus":"pidAlive=false but armed=true with 64-min fallback β€” is the watcher still attempting retries and hitting 401, and do any of the 12 stranded book intents have a viable taker right now (e.g., Vulture-Andrew's posted intents vs LP's resting as","mimic-ljuba":"wakes_failing 401 since w92 (788 min ago); open custom intent (Deposit A 6 USDC / Deposit B 7.33 USDC, ~41 min left) is expiring β€” is any agent positioned to take it, and has the unexplained portfolio jump $63.62β†’$76.95 at w92 been traced?","momentum-nikita":"wakes_failing 401 confirmed at w31 (32 min ago); prior wake correctly held on SSV gap 0.40pp < 2pp edge β€” is the 401 fresh from this cycle or carrying from prior, and is the watcher (armed=true, 515-min fallback) still live?","option-taker-matheus":"Option-Writer just posted ETH CALL #1600 (strike $1,682, $0.54 premium, ~30 min left on book) β€” is Option-Taker still 401-blocked (wakes_failing since w30, 161 min ago, 94-min fallback), meaning this natural fill will expire unmanned?","option-writer-matheus":"Prior summary says w116 (06-14T12:58) posted ETH CALL #1600 despite fleet-wide auth collapse β€” did this wake actually succeed without a 401 (burn_5h $0.73 suggests real LLM calls), and is option-writer running a different or still-valid API","polymarket-ljuba":"Watcher died after w31 (armed=false, pidAlive=false); BTC Jun15 binary #1609 is live 1590 min β€” what caused the watcher death (was it a 401 or clean exit after posting), and does any active agent have the mandate or ability to take or manag","rebalancer-lior":"wakes_failing 401 at w46; on-chain sMSFT approval slipped through but LLM reasoning broken β€” has auth state changed this cycle, and given LP-Maker (counterparty for all 15 prior deals) is also down 73h, does any viable counterparty exist fo","stacker-massimo":"AUTH BROKEN 788 min (~13h), watcher firing on 15-min fallback; intent 1599 (10 USDC β†’ 0.04852 sNVDA, 357 min left) is live on book β€” LP-Maker was the only prior counterparty (deals 140, 141) and is down; is there any active taker for this s","swing-nikita":"401 wakes_failing since w34 (33 min ago); is this the same 401 persisting from the fleet collapse, or did a fresh failure event occur at w34 specifically β€” and given LP-Maker is down, would auth restoration even produce deals given the stru","vulture-andrew":"Last wake 4 min ago (pidAlive=false, armed=true, 38-min fallback, 401 on wakes); 9 open intents on book across SSV/BTC/sMSFT/sNVDA/sAAPL β€” are any of these intents being taken by other agents (e.g., LP-Maker's stranded asks vs Vulture's pos"},"ctas":[{"scope":"core","text":"Rotate/refresh API credentials fleet-wide immediately β€” 401 is the sole blocker on 10+ agents; identify which Anthropic API key(s) are invalid/revoked and rekey; Option-Writer-Matheus may still have a"},{"scope":"agent","text":"Restart LP-Maker-Matheus once auth is restored β€” it is the network hub (counterparty in every recent deal: Vulture, Rebalancer, Arb-Hunter, 0xBd6a all routed through it); 73h down, 12 stranded intents"},{"scope":"agent","text":"Restart Polymarket-Ljuba watcher (armed=false/pidAlive=false since w31) β€” BTC Jun15 binary #1609 is live 1590 min with no agent managing it"},{"scope":"fleet","text":"ETH CALL #1600 (Option-Writer, strike $1,682, $0.54 premium) expires in ~30 min and Option-Taker is 401-blocked β€” manually take or extend the window; otherwise the only active option on the book expir"},{"scope":"core","text":"Audit why Option-Writer-Matheus executed w116 successfully (burn_5h $0.73, fresh intent on book) while 10+ agents fail 401 β€” if it uses a separate still-valid key, replicate that key or rotation patte"}],"at":"2026-06-14T13:31:58.772Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T14:28:02.684Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":40.78,"used7d":null,"used7dUsd":803.36,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":21.4,"estPct7d":55.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":60.8,"estPct7d":133.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":56.1,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":108.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":44895595,"w7":975823341,"tot":975823341},"haiku":{"w5":8651961,"w7":359434343,"tot":359434343}},"fleet":{"agentsUp":12,"lifetimeTokens":1335277495,"lifetimeUsd":803.36,"sessions":15400,"deals":152,"openIntents":23,"totalIntents":1648},"oracle":{"USDC":1,"ETH":1666.36,"BTC":64240.13,"SSV":2.31,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T14:25:20.348Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":101.21,"realizedPnl":1.21,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":45,"wakes":220,"firstWakeMs":1780927992000,"lastWakeMs":1781445915000,"ageMin":23,"lastWhy":"#1636 swap at +30bps clears all bars: above 10bps floor, USDC approved, affordable, no feed mismatch. No binary meets la","repeatWakes":198,"avgGapMin":40,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781447830213,"watching":"new intent >1639 β‰₯10bps OR binary bet ≀30min β€” 30-min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":9}},"verdict":{"summary":"Re-armed since last cycle (armed=false/pidAlive=false β†’ armed=true/pidAlive=true, 27-min fallback live). The ~13:00–14:05 UTC recovery window let w219/w220/w221 run: w219 fixed the critical BinaryBet templateHash bug (0x09cd1684β†’0x85aeb4de), w220 correctly passed on #1616 (reversed, not in money), w221 captured deal #151 (swap #1636 +30bps) β€” 17β†’18 total dea","badge":"AUTH DOWN, 1 NEW FILL","confidence":"high","bottomLine":"Watcher successfully re-armed (armed=true, pidAlive=true, 27-min fallback) versus last cycle's fully-dead state, but wakes still fail 401. The brief recovery window yielded deal #151 (swap #1636 +30bps, 17β†’18 deals) and a critical templateHash fix. Auth has since re-collapsed; LP-Maker's 12-intent book is the queued opportunity for the next auth-cleared window.","rootCause":{"class":"infra-down","evidence":"401 on every wake; fleet-wide auth collapse. Recovery window ~13:00–14:05 UTC cleared enough for w219/w220/w221 and deal #151, then re-collapsed. LP-Maker-Matheus (primary counterparty, 10/12 shown deals) and Rebalancer-Lior are also stuck with same error β€” not agent-specific."},"reasoningRead":"Sound and on-mission during the recovery window. w219 applied a correct self-fix (wrong templateHash would have missed all new binary bets); w220 correctly rejected #1616 (reversed, not near-decided); w221 identified swap #1636 at +30bps, cleared all pre-fill bars, and filled. No churn. Feed-mismatch guard and margin floor applied correctly throughout.","wakeTriggers":["New intent > HIGH_WATER (1639) with SSV buy- or sell-edge β‰₯10bps vs CEX","New BinaryBet intent matching hash 0x85aeb4de (corrected w219)","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"10 of 12 shown settled deals; 12 open intents currently on book (~58-min TTL); sole reliable swap counterparty","available":"stuck (wakes_failing 401), but 12 intent"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; occasionally posts swaps arb-hunter can snipe","available":"stuck (401)"},{"agent":"vulture-andrew","fit":"no","why":"Both pure takers; no maker surface overlap","available":"stuck (401)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since w221 (14:05 UTC): wakes_failing means agent can't see the book. LP-Maker's 12 open intents (posted w127 ~58-min TTL) may include SSV-edge swaps above the 10bps floor β€” quantifiable only on auth recovery.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER incremented each wake (1597β†’1623β†’1639) β€” no re-fire on stale intents","BinaryBet templateHash corrected at w219 β€” watcher now fires on the right hash","SSV CEX feed cached 30s from Binance with fallback to cache on error; feed-mismatch guard present","Both buy-edge and sell-edge covered for SSV legs","30-min fallback appropriate for a taker waiting on book events β€” not over-polling"],"lacking":["BINARY_BET_HASHES contains only one hash (SSV); ORACLE_SYMBOL already decodes BTC (0x406536...) and ETH (0x694aa1...) addresses but watcher won't fire on new BT","wokenBets set grows unbounded across restarts β€” no TTL or pruning on the persisted JSON"],"suggestedChange":"Add BTC and ETH BinaryBet templateHashes to BINARY_BET_HASHES β€” the ORACLE_SYMBOL decode infrastructure already exists and the mission explicitly targets 'near-decided binary bets' across surfaces, not just SSV."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse blocking all wakes","detail":"401 on every wake across ~12/14 agents. LP-Maker's 12-intent book and Vulture's 9 intents will expire unrefreshed. Arb-hunter's watcher is re-armed and waiting, but each fallback fire will 401 until auth is restored.","fix":"Rotate / restore API auth credentials fleet-wide β€” single blocker for all agents."},{"scope":"agent","title":"BTC/ETH BinaryBet templateHashes missing from watcher","detail":"BINARY_BET_HASHES only contains the SSV binary bet hash; the agent's mission names BTC/ETH binary bets as a primary take surface. If those templates carry different hashes, the watcher silently skips them.","fix":"Identify and add BTC/ETH BinaryBet templateHashes to the BINARY_BET_HASHES Set in current.ts."}],"assessment":"Watcher successfully re-armed (armed=true, pidAlive=true, 27-min fallback) versus last cycle's fully-dead state, but wakes still fail 401. The brief recovery window yielded deal #151 (swap #1636 +30bps, 17β†’18 deals) and a critical templateHash fix. Auth has since re-collapsed; LP-Maker's 12-intent book is the queued opportunity for the next auth-cleared window."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":45,"wakes":70,"firstWakeMs":1780944154000,"lastWakeMs":1781444640000,"ageMin":44,"lastWhy":"No resting bear bet. Strike $67,000 = 4.28% above BTC $64,260 β€” solid conviction cushion. Human-triggered wake counts as","repeatWakes":48,"avgGapMin":174,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781462997090,"watching":"intent 1626 resolved | new BinaryBet | BTC>$65,297 | ETH>$1,690 | 5h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":262}},"verdict":{"summary":"After the 4-day auth blackout, w42–w44 fired during the 13:00–13:45 UTC Jun 14 window: w42 recovered $48 USDC and re-anchored bear at $66k; w43 correctly triggered HALT (β‰₯3/4 legs up, ETH+BTC both >+2%, cancelled #1610); w44 (human-triggered) confirmed HALT cleared (BTC $64,260 β€” below the $66k anchor) and resumed SHORT, posting intent 1626 (BTC BELOW $67,00","badge":"RESUMED; LISTING EXPIRING","confidence":"high","bottomLine":"HALT correctly cleared by w44: BTC $64,260 is 4.28% below the new $67,000 strike, so intent 1626 is correctly positioned. The only live risk is the ~1h intentTTL: listing expires ~14:44 UTC Jun 14 and the watcher's expiry-resolved trigger will fire into a 401 wall β€” no repost until auth clears. Root cause is the platform-wide 401 collapse, not agent logic.","rootCause":{"class":"infra-down","evidence":"401 on every wake since ~13:45 UTC Jun 14; watcher pidAlive=true/armed=true (polling runs fine) but fireWake() β†’ LLM call produces 401 β€” fleet-wide credential collapse confirmed across β‰₯12/14 agents"},"reasoningRead":"Sound and on-mission during the auth window. HALT fired at the correct threshold (β‰₯3/4 legs up, ETH+BTC both >+2%), anchor re-calibrated from $63.5k β†’ $66k (w42) β†’ $67k (w44) with appropriate conviction cushion each step. Human-triggered w44 override was a legitimate resume of SHORT posture after HALT cleared. No reasoning churn observed across w42–w44.","wakeTriggers":["intent 1626 resolved (filled or expired)","new BinaryBet on book (template hash 0x85ae...6f9f)","BTC > $65,297 (+1.5% from $64,332 baseline)","ETH > $1,690 (+1.5% from $1,665 baseline)","5h fallback (~18:44 UTC Jun 14)","MISSING: no in-watcher HALT guard β€” if BTC rallies past $65,297 and auth is down, the wake fires but 401 blocks the cancel"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for sNVDA/sAAPL/sMSFT basket; 114 deals, 12-intent book β€” sole liquidity hub","available":"stuck/auth-down"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries and mispriced swaps (39 deals); could fill a deeply in-the-money bear bet","available":"stuck/auth-down"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Latency arb on binaries near resolution β€” would take intent 1626 only if BTC is clearly below $67k near expiry","available":"stuck/auth-down"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable while auth down β€” watcher's book scan runs but fireWake() calls fail; no taker scans have executed since 13:44 UTC. Intent 1626 ($67k strike, BTC $64,260 at post time) sits passively and may attract a fill independently.","wakeScript":{"wellReasonedForMission":true,"good":["Intent-resolved trigger is the tightest refire for exactly-one-resting invariant β€” fires the moment 1626 fills or expires","1.5% adverse-move wires (BTC >$65,297, ETH >$1,690) sit below the HALT threshold (~+2%), giving an early posture re-check before a full HALT would trigger","BinaryBet scan uses the correct template hash β€” pure taker opportunity detection, not noisy","5h fallback and 60s loop cadence are appropriate for a patient directional agent"],"lacking":["No autonomous HALT guard in watcher: if BTC rallies through $65,297 while auth is down, the wake fires into a 401 wall and the resting intent stays exposed","~1h intentTTL means listing expires ~14:44 UTC Jun 14; auth-down wakes after expiry cannot repost, breaking the exactly-one-resting invariant"],"suggestedChange":"Extend intentTTL on bear anchors to 4–6h (vs 1h) so a short auth outage doesn't strand the agent bookless; the intent-resolved trigger still catches fills/expiries promptly. This is an agent-level CLAUDE.md / posting param change."},"issues":[{"scope":"core","title":"401 auth collapse blocks all wakes fleet-wide","detail":"watcher armed/pidAlive but every fireWake() produces 401; intent 1626 listing expires ~14:44 UTC Jun 14 with no repost possible until auth clears. Fleet-wide β€” β‰₯12/14 agents affected.","fix":"Restore fleet auth credentials; once cleared, the expiry-resolved trigger fires automatically and agent can repost β€” no agent-side change needed for recovery"},{"scope":"agent","title":"Short intentTTL (~1h) breaks exactly-one-resting invariant during auth outages","detail":"Intent 1626 posted 13:44 UTC Jun 14 with ~1h TTL expires ~14:44 UTC. If auth is still down, deposit unlocks to USDC wallet but no repost is possible. Mission continuity (bear anchor always resting) breaks until the next successful wake.","fix":"Post bear anchors with intentTTL 4–6h in CLAUDE.md posting logic; the watcher's intent-resolved trigger still handles fills promptly, but the listing survives short auth outages without breaking the invariant"}],"assessment":"HALT correctly cleared by w44: BTC $64,260 is 4.28% below the new $67,000 strike, so intent 1626 is correctly positioned. The only live risk is the ~1h intentTTL: listing expires ~14:44 UTC Jun 14 and the watcher's expiry-resolved trigger will fire into a 401 wall β€” no repost until auth clears. Root cause is the platform-wide 401 collapse, not agent logic."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"30th+ consecutive null cycle β€” no change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal, wallet assignment, or config change observed this cycle. IndexBasket market segment remains fully offline. Fleet-wide 401 auth collapse is irrelevant here ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"index-maker has 0 wakes, 0 lifetime tokens, null address, null wake_script_source, and watcher armed=false/pidAlive=false for 30+ consecutive cycles. No provisioning signal of any kind this cycle. The IndexBasket market segment is structurally absent from the fleet.","rootCause":{"class":"infra-down","evidence":"address=null, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent has never been provisioned"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists; agent is unprovisioned"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker is designed to take the SHORT side of index-maker's LONG IndexBasket intents β€” the natural counterparty pair","available":"also unprovisioned β€” armed=false/pidAliv"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never been deployed and has no wake script","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Provision the agent: assign a wallet address, write and deploy a wake script that posts a LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) and publishes the verified contract source to the indexer."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” no wallet, no wake script, no watcher","detail":"30+ cycles with address=null, wake_script_source=null, watcher.armed=false/pidAlive=false. The agent cannot post intents, publish contract source, or interact with the fleet in any way. index-taker is in the same state β€” the entire IndexBasket market segment is absent.","fix":"Assign a wallet address, deploy a wake script implementing the IndexBasket intent authoring + source-publication loop, and arm the watcher. Coordinate with index-taker provisioning so both sides of the market come online together."}],"assessment":"index-maker has 0 wakes, 0 lifetime tokens, null address, null wake_script_source, and watcher armed=false/pidAlive=false for 30+ consecutive cycles. No provisioning signal of any kind this cycle. The IndexBasket market segment is structurally absent from the fleet."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"31st consecutive null cycle β€” zero change from prior 30 runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal this cycle. The fleet-wide 401 AUTH collapse is entirely irrelevant β€” this agent was never deployed in the first place. Index-maker (sole natural counterparty) remains he","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has executed 0 wakes across its entire lifetime ($0 tokens). It is not crashed β€” it was never provisioned. Its only natural counterparty (index-maker) is identically undeployed. No IndexBasket market segment exists on this fleet at all, and no provisioning signal has appeared in 31 consecutive observer cycles.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens β€” not a runtime failure, a provisioning gap. Index-maker is in identical state; no LONG IndexBasket intents have ever appeared on the book for index-taker to audit and cross."},"reasoningRead":"N/A β€” agent has never executed a wake; no reasoning to evaluate.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null, armed=false"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole natural counterparty β€” index-taker takes SHORT side of LONG IndexBasket intents that index-maker is meant to author and post.","available":"Also never deployed; health=unknown; 0 l"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, no wake script, no book visibility ever established.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all; cannot evaluate cadence, triggers, fallback, or fit-to-mission."],"suggestedChange":"Deploy the agent (provision container, install wake script). Until then, all wake-script analysis is moot."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 31 null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens. This is not a runtime crash or auth failure β€” the agent container/process has never been started. No IndexBasket SHORT side exists on the fleet.","fix":"Provision the index-taker container and deploy its wake script. Coordinate with index-maker deployment β€” both must exist simultaneously or the market is one-sided from day one."},{"scope":"agent","title":"Chicken-and-egg with index-maker: both sides undeployed simultaneously","detail":"Index-taker's mission requires LONG IndexBasket intents on the book (posted by index-maker). Index-maker is also health=unknown, never deployed, 0 wakes. Neither side can bootstrap independently.","fix":"Deploy index-maker first (it's the maker/publisher); index-taker's watcher should then fire on book presence of IndexBasket LONG intents. Stage the deployment: maker β†’ confirm intents appear on book β†’ deploy taker."}],"assessment":"Index-taker has executed 0 wakes across its entire lifetime ($0 tokens). It is not crashed β€” it was never provisioned. Its only natural counterparty (index-maker) is identically undeployed. No IndexBasket market segment exists on this fleet at all, and no provisioning signal has appeared in 31 consecutive observer cycles."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":583,"msgs":12747,"total":789133665,"totalUsd":457.74,"w5":21993100,"w5Usd":15.34,"w5PctPool":8.8,"w7":789133665,"w7Usd":457.74,"w7PctPool":32.9,"w5Son":19221642,"w7Son":634738676,"hourly":[12.12,3.22,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T14:28:04.336Z","tokens":653080,"usd":0.13,"msgs":14}},"onchain":{"deals":114,"openIntents":12,"balanceUsd":746.74,"realizedPnl":-4.34,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":55,"wakes":137,"firstWakeMs":1781018900000,"lastWakeMs":1781446895000,"ageMin":6,"lastWhy":"12/12 book principle; SSV critically thin after fill. No fillable external intents.","repeatWakes":120,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781451181069,"watching":"Cluster U expiry prefire ~15:11 UTC | price guards ETH/BTC/SSV/stocks | new swap | 70min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":65}},"verdict":{"summary":"w127–w131 (13:03–14:14 UTC) all executed cleanly: 12/12 book rebuilt (w127, 12 TXs), two no-action confirmations (w128/w129), watcher self-restarted (w130), then Cluster R prefire fired early on new sAAPL intent #1627 (w131, 24 TXs, 12/12 live). Auth re-collapsed post-w131; watcher is alive (PID alive, 66-min fallback) with next time-trigger at EXPIRY_FIRE_T","badge":"BOOK LIVE, AUTH RACE","confidence":"high","bottomLine":"Book is 11/12 live as of w131 (14:14 UTC, 24 TXs). Auth re-collapsed after w131; watcher time-trigger will fire at ~15:11 UTC targeting Cluster U prefire, but if the 401 persists, that wake fails and Cluster U expires unrefreshed at ~15:18 UTC. The critical path is entirely auth-recovery-dependent β€” a platform problem, not an agent problem.","rootCause":{"class":"infra-down","evidence":"Platform-wide 401 auth collapse re-triggered post-w131 (~14:14 UTC); watcher fires at 15:11 UTC but the LLM agent invocation will 401 if auth is not restored by then; same credential failure seen across ~12/14 fleet agents this cycle"},"reasoningRead":"Sound and on-mission. w131's targeted Cluster R prefire (fired early on new #1627 sAAPL intent) was precise and effective β€” 24 TXs, 12/12 live. Current w131 watcher correctly calculates Cluster U prefire at EXPIRY_FIRE_TS=1781448680 (~15:11 UTC). The wake cadence (53-min avg gap, time-triggered prefire) is well-matched to ~60-min intent TTLs. No reasoning churn detected.","wakeTriggers":["Time: EXPIRY_FIRE_TS ~15:11 UTC (7 min before Cluster U first expiry at ~15:18 UTC)","Price: any of 6 assets (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT) crossing guard ranges","New fillable swap intent from non-self poster on open book","Fallback: 66 min from now (~15:44 UTC)","MISSING: readOpenIntents has no try/catch β€” 401 throws into runWatchLoop iteration, losing the seen-set and disrupting new-swap delta detection; time trigger (c"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"11 fills in recent batch (w127 window); primary swap taker against LP book","available":"stuck β€” same 401 auth collapse"},{"agent":"momentum-nikita","fit":"yes","why":"6 fills in recent batch; active swap taker","available":"stuck β€” same 401"},{"agent":"vulture-andrew","fit":"yes","why":"4 fills in recent batch; takes inverted/mispriced quotes","available":"stuck β€” same 401"},{"agent":"rebalancer-lior","fit":"yes","why":"3 fills in recent batch; DCA taker against LP asks","available":"stuck β€” same 401"},{"agent":"0xBd6a…9863","fit":"yes","why":"7+ fills in recent batch β€” most active single counterparty this window; external wallet","available":"unknown β€” not a managed agent"},{"agent":"swing-nikita","fit":"maybe","why":"2 fills in recent batch; sporadic taker","available":"stuck β€” same 401"}],"reliableCounterparties":5,"missedOpportunities":"Unmeasurable during auth blackout β€” watcher poll's readOpenIntents 401s under current auth collapse (no try/catch), so new-swap detection is non-functional; price guards (wrapped in try/catch) and the time trigger (checked before any auth call) remain operational. Passive book fills from 0xBd6a or fleet takers may have settled without agent awareness.","wakeScript":{"wellReasonedForMission":true,"good":["Time trigger checked FIRST in callback β€” fires fireWake before any auth-dependent call, making the Cluster U prefire auth-immune even under 401 conditions","Price guards wrapped in try/catch β€” 401s on readPrice don't crash the loop","70-min fallback appropriate for ~60-min TTL intent clusters","New-swap detection scoped to non-self fillable swaps β€” correctly ignores own quotes to avoid self-trigger"],"lacking":["readOpenIntents has no try/catch β€” 401 throws propagate into runWatchLoop, losing the seen-set state and breaking new-swap delta on each failed iteration","Fallback at ~15:44 UTC arrives ~26 min AFTER Cluster U expiry (~15:18 UTC) β€” time trigger is the only safety; if the process dies before 15:11 UTC, book expires"],"suggestedChange":"Wrap the readOpenIntents call in try/catch (mirror the price guard pattern) β€” a 401 throw currently loses the seen-set, forcing re-initialization on the next poll and producing a false 'no new intents' result that silences the new-swap trig"},"issues":[{"scope":"core","title":"Platform 401 auth collapse blocking LLM wake execution fleet-wide","detail":"Post-w131 (~14:14 UTC) auth re-collapsed; ~12/14 agents show wakes_failing=true with same 401 credential error. LP-Maker's Cluster U prefire fires at 15:11 UTC but will fail 401 if unresolved, leaving 12 open intents to expire at ~15:18 UTC unrefreshed.","fix":"Restore auth credentials fleet-wide before 15:11 UTC to allow LP-Maker's Cluster U prefire to execute; this is a platform credential rotation, not an agent-level fix."},{"scope":"agent","title":"readOpenIntents missing try/catch in watcher poll loop","detail":"The new-swap detection block calls readOpenIntents without error handling. Under 401 conditions the throw propagates into runWatchLoop, resetting the seen-set and causing one missed-delta cycle per 401. Price guards correctly use try/catch as the pattern.","fix":"Wrap the readOpenIntents block in try/catch (same as price guards) so 401s are swallowed and the seen-set is preserved across auth-failure iterations."}],"assessment":"Book is 11/12 live as of w131 (14:14 UTC, 24 TXs). Auth re-collapsed after w131; watcher time-trigger will fire at ~15:11 UTC targeting Cluster U prefire, but if the 401 persists, that wake fails and Cluster U expires unrefreshed at ~15:18 UTC. The critical path is entirely auth-recovery-dependent β€” a platform problem, not an agent problem."}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":95.62,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":44,"wakes":113,"firstWakeMs":1780927020000,"lastWakeMs":1781446311000,"ageMin":16,"lastWhy":"Both BinaryBets have technically β‰₯3pp edge but require unfavorable moves (rally or reversal on flat day). Sunday calm, l","repeatWakes":82,"avgGapMin":90,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781449989584,"watching":"new BinaryBet appears (60 min fallback β€” after stock market opens)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":45}},"verdict":{"summary":"Focus question resolved: intent #1616 (posted w93 13:11 UTC, 1h horizon, BTC above $64,302) lapsed without fill by 14:11 UTC β€” w95 confirms openExposure dropped $6β†’$0 while portfolio held flat at $95.62, meaning no successor was needed and no position was lost. The '[object Object]' bug in w93 masked the LLM reasoning string but DID NOT block the post (inten","badge":"AUTH BLOCKED","confidence":"high","bottomLine":"Mimic-Ljuba is healthy operationally: both portfolio jumps (+$32 total to $95.62) are explained, the expiring intent lapsed cleanly at 14:11 UTC (openExposure $6β†’$0, no loss), and the '[object Object]' w93 bug was cosmetic β€” the intent posted. Agent is now frozen by the fleet-wide 401 re-collapse; watcher armed with 99-min fallback will fail again on auth unless the platform clears.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, 401 auth; fleet-wide collapse resumed after 13:45 UTC recovery window; w93–w95 all ran during the 45-min recovery; last wake 24 min ago (w95 14:11), next fallback in 99 min will also 401 unless auth restores"},"reasoningRead":"Sound during active wakes, solving the right problem. W94 correctly declined #1609 (thin edge + directional conflict with own open above-bet). W95 correctly declined two technically-β‰₯3pp bets citing Sunday calm vol and unfavourable setup β€” disciplined edge discipline, not churn. '[object Object]' bug in w93 prevents audit of that wake's reasoning text, but intentPosted:true confirms execution was ","wakeTriggers":["New BinaryBet intent matching one of two hardcoded template hashes (0x85ae..., 0x09cd...)","60-min hard fallback","MISSING: No trigger on near-expiry of existing intents β€” the most takeable bets (near-decided, short TTL) appear via staleness, not new-post events"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BinaryBet poster (113 deals, 12 open intents); mimic copies or accepts its binary flow","available":"auth-blocked"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited near-decided binaries mimic could accept; 9 open intents on book","available":"auth-blocked"},{"agent":"bear-yosher","fit":"maybe","why":"Posts directional BTC/ETH binary bets mimic could mirror","available":"auth-blocked"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book during auth blackout; LP-Maker's 12 resting intents and Vulture's 9 intents are on-book but mimic cannot wake to evaluate or take them","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM watcher fires on exactly the event a copy-trader acts on: a new BinaryBet appearing","Discriminates by templateHash rather than 'book non-empty' β€” won't fire on irrelevant swap flow","60-min fallback appropriate for avg 91-min cadence; comment explains reasoning (stock open at 13:30 UTC)"],"lacking":["Two hardcoded template hashes β€” silent blindness if LP-Maker rotates BinaryBet contract or a new poster uses a different template","No trigger on near-expiry of existing resting intents β€” near-decided bets (highest EV for a taker) become actionable via TTL shortening, not new-post events, so"],"suggestedChange":"Discover active BinaryBet templateHashes dynamically at loop startup from readOpenIntents rather than hardcoding β€” prevents silent miss if counterparties rotate contracts"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse (re-collapsed after 13:45 UTC)","detail":"wakes_failing=true on all stuck agents; mimic's 99-min fallback will fire but will 401 again. Only the 13:00–13:45 UTC window produced activity (w93–w95). This is the same systemic block as last run.","fix":"Restore auth token / refresh in shared SDK auth layer; affects all 14 agents"},{"scope":"agent","title":"'[object Object]' serialization in wake action label (w93)","detail":"Wake log writes '[object Object]' instead of the LLM's reasoning string. Intent posted successfully (intentPosted:true in JSON tail), so execution was unaffected β€” but LLM reasoning is unauditable for that wake.","fix":"Stringify the action summary object (JSON.stringify or template literal) before writing to the wake label; single-line fix in the wake output path"},{"scope":"agent","title":"Hardcoded BinaryBet template hashes in current.ts","detail":"Set contains exactly two hashes (0x85ae..., 0x09cd...); any new BinaryBet contract or counterparty posting under a different template will be invisble to the watcher indefinitely.","fix":"At loop startup, read live intents and build the hash set from templateHash field values β€” or pull from a shared sdk/config list maintained alongside LP-Maker's templates"}],"assessment":"Mimic-Ljuba is healthy operationally: both portfolio jumps (+$32 total to $95.62) are explained, the expiring intent lapsed cleanly at 14:11 UTC (openExposure $6β†’$0, no loss), and the '[object Object]' w93 bug was cosmetic β€” the intent posted. Agent is now frozen by the fleet-wide 401 re-collapse; watcher armed with 99-min fallback will fail again on auth unless the platform clears."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.65,"realizedPnl":2.66,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":44,"wakes":34,"firstWakeMs":1780940859000,"lastWakeMs":1781445949000,"ageMin":22,"lastWhy":"Signal not cleared; micro-lot watcher false alarm from #1636 (0.025 mSSV = $0.06). Fixed filter.","repeatWakes":31,"avgGapMin":255,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781478531724,"watching":"Leader gap β‰₯2pp | new SSV seller β‰₯$2 at oracle | US mkt close 20:00 UTC | 9h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":521}},"verdict":{"summary":"Process recovered: pidAlive is true again (was false last summary β€” resolved). Still hitting 401 auth collapse fleet-wide β€” wakes_failing, zero execution possible until auth restores. During 13:00–14:05 UTC recovery window, w32–w34 showed disciplined holds (gap 0.08pp noise at w32, SSV sellers at premium at w33) plus a sound micro-lot filter self-fix (β‰₯$2 no","badge":"ALIVE, AUTH BLOCKED","confidence":"high","bottomLine":"wakes_failing=true (401 fleet auth collapse, not agent-specific); process alive (pidAlive recovered true). 9 deals all via LP-Maker-Matheus (8/9). W32–W34 reasoning was sound β€” no edge cleared during recovery window. 9h fallback creates a rotation blind-spot: reduce to 4h to cap the gap without adding polling noise.","rootCause":{"class":"infra-down","evidence":"Fleet-wide 401 auth collapse; w32–w34 watcher triggers fired correctly but agent execution blocked at every wake. Not momentum-nikita-specific β€” same error across ~12/14 agents."},"reasoningRead":"Sound and on-mission. W32 correctly called 0.08pp gap noise despite 3-day SSV drift; w33 skipped SSV seller at premium; w34 self-corrected micro-lot filter bug by adding β‰₯$2 notional guard. Solving the right problem β€” rotation detection + fair-value entry discipline. No churn.","wakeTriggers":["Leader-vs-2nd gap β‰₯2pp (full universe market hours, crypto-only after close)","New fair-value SSV seller β‰₯$2 notional at ≀oracle*1.005","US market close 20:00 UTC Jun 14 (re-rank crypto-only universe)","9h fallback (~23:05 UTC Jun 14)","MISSING: intermediate fallback (4–5h) β€” during quiet gap periods the only mid-period checkpoint is 20:00 UTC, leaving a 3h+ post-close blind-spot"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8/9 deals; fleet's sole swap liquidity hub, 12-intent book with ~58-min TTL from last post","available":"auth-blocked (wakes_failing 401); book m"},{"agent":"vulture-andrew","fit":"maybe","why":"1 prior deal; can cross as taker on mispriced swaps","available":"auth-blocked (wakes_failing 401)"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 prior deal; occasional swap counterparty on portfolio rebalance","available":"auth-blocked (wakes_failing 401)"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w32–w34 correctly assessed no fillable edge during recovery window; SSV sellers were at premium or below $2 notional threshold","wakeScript":{"wellReasonedForMission":true,"good":["Gap trigger (β‰₯2pp leader vs 2nd) is tightly fit to the rotation-detection mission","Micro-lot guard (β‰₯$2 notional) added in w34 eliminates false alarms on dust trades like #1636 ($0.06)","US market close checkpoint at 20:00 UTC prevents missing crypto-universe re-rank","Crypto-only mode after close correctly narrows universe β€” SSV/BTC/ETH only","Zero-LLM; baseline captured dynamically on first poll, no hardcoded literals"],"lacking":["9h fallback is too long for momentum: during a quiet gap period (no 2pp trigger, no SSV sellers), agent sleeps until ~23:05 UTC β€” a 3h+ post-close blind-spot af"],"suggestedChange":"Reduce fallbackMs from 9 * 3600_000 to 4 * 3600_000. The 20:00 UTC market-close trigger covers the mid-day checkpoint; a 4h fallback caps the worst-case rotation blind-spot to ≀4h without adding sub-minute polling noise."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse blocks all execution","detail":"wake_error='Failed to authenticate. API Error: 401 Invalid authentication credentials' across ~12/14 agents including momentum-nikita. Not agent-specific.","fix":"Restore auth credentials / API key in shared environment. No agent-level fix is possible until this clears."},{"scope":"agent","title":"9h fallback too long for rotation detection","detail":"During quiet gap periods (e.g. w32: entire field +1.5–2.3%, gap=0.08pp noise), neither the 2pp gap trigger nor the SSV-seller trigger fires. The only mid-period checkpoint is 20:00 UTC market close, leaving a 3h+ window post-close (~20:00–23:05 UTC) where a leadership rotation goes undetected.","fix":"Set fallbackMs: 4 * 3600_000 in armWatcher call (line ~24 of wake_script_source). Caps blind-spot to ≀4h at any point without introducing polling noise."}],"assessment":"wakes_failing=true (401 fleet auth collapse, not agent-specific); process alive (pidAlive recovered true). 9 deals all via LP-Maker-Matheus (8/9). W32–W34 reasoning was sound β€” no edge cleared during recovery window. 9h fallback creates a rotation blind-spot: reduce to 4h to cap the gap without adding polling noise."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":44,"wakes":41,"firstWakeMs":1780995929000,"lastWakeMs":1781444961000,"ageMin":39,"lastWhy":"Wake 32 check: new audited Option appeared; must evaluate. Premium is genuinely cheap (4% of notional vs 6% for intent #","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781453062853,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 2h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":96}},"verdict":{"summary":"BROKEN since w30 (06-14T10:48) on 401 auth β€” same collapse as prior run, no change in root cause. New this cycle: w31 confirmed correct rejection of #1600 (quantified as 5-sigma move required at $0.54 premium, OTM). w32 (13:49, just after recovery window) found new intent #1641 (ETH call $1,681.72, $0.24 premium) and rated it 'genuinely cheap (4% of notional","badge":"BROKEN / EDGE MISSED","confidence":"high","bottomLine":"Agent found genuine edge at w32: #1641 (ETH call $1,681.72, $0.24 premium, 4% of notional) passed its own edge bar but 401 blocked execution. Worse: #1641 is already in seenIntentIds so the watcher won't auto-re-fire on auth recovery β€” the 114-min fallback outlasts the ~58-min expiry, making this a structural miss. This is the first concrete confirmed missed-opportunity since auth collapsed.","rootCause":{"class":"infra-down","evidence":"401 on every LLM wake since w30 (06-14T10:48); watcher armed (pidAlive=true, nextFallbackMin=114) so process is alive but execution is dead. Sole counterparty 0x57F8…B0ff (option-writer-matheus) posted #1641 during the brief 13:00–13:45 recovery window; agent evaluated at w32 and found edge but coul"},"reasoningRead":"Sound through w32 β€” correctly rejected #1600 twice (w30: 'coin-flip at fair premium, strike too tight'; w31: quantified as 5-sigma move required for a 2.25h window), then correctly flagged #1641 as genuinely cheap. Reasoning quality is not the problem. The miss is a watcher design gap: once an intent enters seenIntentIds, an auth outage + recovery cycle silently loses it.","wakeTriggers":["new audited Option intent (templateHash 0xb3d66f4…) not in seenIntentIds β€” fires immediately on discovery","2h fallback (nextFallbackMin=114)","MISSING: re-evaluation trigger for intents already in seenIntentIds that were seen-but-not-acted-on during an auth outage"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole historical counterparty β€” all 5 settled deals ↔ 0x57F8…B0ff; posted #1641 during recovery window proving it is the only option supply o","available":"auth-broken / stuck β€” posted intents whi"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1641 (ETH call $1,681.72, $0.24 premium, ~58-min expiry from Step-1 query time) β€” agent's own w32 evaluation rated it 'genuinely cheap (4% of notional vs 6%)' and it cleared the edge bar, but 401 blocked the take; seenIntentIds gap prevents auto-retry on auth recovery; 114-min fallback arrives after expiry.","wakeScript":{"wellReasonedForMission":true,"good":["polls every 60s filtered by exact templateHash β€” surgical, zero-LLM, cheap","seenIntentIds correctly prevents redundant re-fires on already-evaluated stale intents","2h fallback ensures periodic evaluation even in a quiet book"],"lacking":["seenIntentIds gap: an intent seen during an auth outage (evaluated=false) is indistinguishable from one seen-and-rejected β€” both are silently skipped on recover","no expiry-urgency signal: a seen intent with 58 min left that passed the edge bar gets no priority re-wake even after auth restores"],"suggestedChange":"Replace bare Set seenIntentIds with Map; on each poll, also fireWake() if any seen intent has evaluated=false AND Date.now() < expiryTs β€” catches the auth-outage-then-recovery pattern "},"issues":[{"scope":"core","title":"401 auth collapse blocking all LLM wakes fleet-wide","detail":"Every LLM wake dies on 401 since ~13:45 UTC across ~12/14 agents including this one. Primary blocker; routes to core not agent.","fix":"Rotate/refresh auth credentials at platform level; add retry-with-backoff in SDK wake runner so a transient 401 doesn't silently kill the entire wake."},{"scope":"agent","title":"seenIntentIds gap loses auth-outage edges on recovery","detail":"Intent #1641 ($0.24 ETH call rated cheap at w32) is in seenIntentIds β€” watcher won't re-fire on it even if auth clears in the next 10 min. 114-min fallback outlasts its ~58-min expiry. This pattern repeats every auth outage.","fix":"Track {intentId: {evaluated: bool, expiryTs}} instead of bare Set; re-fire on any un-evaluated, non-expired intent each poll cycle."}],"assessment":"Agent found genuine edge at w32: #1641 (ETH call $1,681.72, $0.24 premium, 4% of notional) passed its own edge bar but 401 blocked execution. Worse: #1641 is already in seenIntentIds so the watcher won't auto-re-fire on auth recovery β€” the 114-min fallback outlasts the ~58-min expiry, making this a structural miss. This is the first concrete confirmed missed-opportunity since auth collapsed."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":927223,"w5Usd":0.73,"w5PctPool":0.4,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":927223,"w7Son":3300581,"hourly":[0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":97.03,"realizedPnl":-10.96,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":43,"wakes":1,"firstWakeMs":1781445671878,"lastWakeMs":1781445671878,"ageMin":27,"lastWhy":"Prove option-writing wiring first; rebalance (rotate sMSFTβ†’sAAPL) on next wake after confirming options mechanics.","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781448769577,"watching":"option intent resolves (filled or expired)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":25}},"verdict":{"summary":"w116 (06-14T14:01) posted ETH call intent 0x...0669 (strike $1,682, $0.24 / 4% premium, 6 USDC collateral, 2h term) before auth re-collapsed β€” $0.73 LLM burn confirms a real wake. All subsequent wakes are 401-failing (wakes_failing=true). Watcher is armed and alive (nextFallbackMin=43, pidAlive=true), watching specifically for that intent to resolve or expir","badge":"AUTH WALL, INTENT LIVE","confidence":"medium","bottomLine":"Agent is alive (armed=true, 43-min fallback live) but every post-w116 wake 401s. The one live ETH call (intent 0x...0669, expires ~16:01 UTC, ~110 min from post) is the sole active position β€” if auth stays down past expiry, the intent unwinds unfilled and the 30% option sleeve goes dark. Option-taker-matheus is the only natural counterparty and is also 401-stuck; fill probability near-zero without auth recovery.","rootCause":{"class":"infra-down","evidence":"watcher.armed=true / pidAlive=true / nextFallbackMin=43 confirms process is up; wakes_failing=true with 401 on every wake since w116 (14:01 UTC). No tool or gate issue β€” the agent simply can't authenticate to fire a wake that could refresh/cancel the live intent or execute the deferred rebalance."},"reasoningRead":"Sound and on-mission. w116 log shows the agent correctly sequenced: prove option-writing wiring first (posted the call), defer rebalance to next wake. The staged approach is disciplined. The open question (from Step-1 focus) on competitive ETH call pricing: strike $1,682 with 4% premium for a 2h term β€” if current ETH oracle is near $1,682 (ATM), 4% is aggressive/generous for takers; if ETH has mov","wakeTriggers":["ownIntentResolved polling every 10s on intent 0x...0669","50-min fallback (nextFallbackMin=43 β†’ fires ~14:51 UTC, before option expiry at ~16:01 UTC)","MISSING: no accelerator if option-taker-matheus posts a matching intent on the book β€” watcher is blind to counterparty-side activity"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"sole mission-matched taker for ETH calls; 5 settled deals confirm it has taken writer intents before","available":"stuck / wakes_failing (401) β€” cannot act"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided or clearly mispriced intents; would only touch this call if ETH moves sharply above $1,682 making it deeply ITM (near-dec","available":"stuck / wakes_failing (401)"},{"agent":"lp-maker-matheus","fit":"no","why":"swap-only market maker; does not take options","available":"stuck / wakes_failing (401)"}],"reliableCounterparties":0,"missedOpportunities":"none attributable to the agent β€” the option sleeve produced one intent (0x...0669); the deferred contrarian rebalance (sMSFTβ†’sAAPL) is a missed cycle but was explicitly staged by w116 reasoning, not an oversight. With auth down, no swap or option opportunity on the book is reachable regardless.","wakeScript":{"wellReasonedForMission":true,"good":["Hardcoded to exactly one intent ID β€” correct for this single-intent wake where the mission is 'watch this option resolve or expire'; avoids false triggers on an","Zero-LLM watcher: pure on-chain poll with ownIntentResolved, no token burn while waiting","50-min fallback fires before the 2h option expiry (~16:01 UTC), giving the agent a recovery window to cancel/repost if needed","10s polling cadence is appropriate for on-chain resolution events (fast enough to not miss a fill, not so aggressive it spams RPC)"],"lacking":["Single-intent hardcode means after 0x...0669 resolves, the watcher is done β€” next wake needs to post a new intent AND rebalance AND set up a new watcher; one wa","No signal if option-taker (the only likely taker) wakes and posts a counter-intent β€” watcher remains blind to that accelerating event"],"suggestedChange":"After auth recovers, rebuild the watcher to accept a configurable intentId param rather than hardcoding 0x...0669 β€” this lets the same watcher logic serve every option the agent posts without a source edit per intent."},"issues":[{"scope":"core","title":"401 auth collapse blocking all agent wakes fleet-wide","detail":"option-writer-matheus is one of ~12/14 agents with wakes_failing=true due to the same 401. The live ETH call (0x...0669) expires ~16:01 UTC; if auth is still down at the 50-min fallback (~14:51 UTC), the agent can't cancel/repost and the position unwinds unfilled.","fix":"Restore platform auth credentials / token rotation. This is the only unblock β€” no agent-level fix applies while the 401 persists."},{"scope":"agent","title":"Deferred contrarian rebalance (sMSFTβ†’sAAPL) accumulating lag","detail":"w116 explicitly staged the rebalance to the next wake. Every 401 wake extends that lag. The 70% portfolio engine is effectively paused while the 30% option sleeve has one live intent.","fix":"No action needed now (correct staging decision). On first successful wake post-auth, execute the rebalance before posting a new option β€” the portfolio engine should not be permanently deferred behind option mechanics."}],"assessment":"Agent is alive (armed=true, 43-min fallback live) but every post-w116 wake 401s. The one live ETH call (intent 0x...0669, expires ~16:01 UTC, ~110 min from post) is the sole active position β€” if auth stays down past expiry, the intent unwinds unfilled and the 30% option sleeve goes dark. Option-taker-matheus is the only natural counterparty and is also 401-stuck; fill probability near-zero without auth recovery."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":37,"msgs":709,"total":35281496,"totalUsd":14.22,"w5":4929261,"w5Usd":2.25,"w5PctPool":2,"w7":35281496,"w7Usd":14.22,"w7PctPool":1.5,"w5Son":3176652,"w7Son":15368683,"hourly":[1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:53:47.684Z","tokens":1760015,"usd":1.09,"msgs":30}},"onchain":{"deals":2,"openIntents":2,"balanceUsd":99.96,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":43,"wakes":36,"firstWakeMs":1780941832000,"lastWakeMs":1781444760000,"ageMin":42,"lastWhy":"sAAPL is stranded inventory from the expired Jun12 horizon exit (previous attempt intent#1598 expired unfilled at 1h TTL","repeatWakes":23,"avgGapMin":279,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533686127,"watching":"sAAPL exit#1627 resolves (~34min) or BTC bet#1609 resolves or new takeable intent (24h fallback)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":1440}},"verdict":{"summary":"w31 (Jun14 15:07) successfully cancelled unfilled sAAPL exit swap #1598 and pivoted to BTC Jun15 $64k-above binary #1609 (give $9.99/want $7.38, p=57.5%) β€” the agent's first clean transition out of its equity position. Immediately after w31, the watcher died: armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials'. The 401 is the flee","badge":"AUTH KILLED POST-W31","confidence":"high","bottomLine":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError='401 Invalid authentication credentials', armed=false, pidAlive=false β€” matches fleet-wide auth collapse pattern across 10+ agents. The watcher script calls `claude -p \"wake\"` when a condition fires; that call returned 401 and killed or failed to arm the process post-w31. wakes_fai"},"reasoningRead":"Sound through w31 β€” correctly identified sAAPL horizon expiry, cancelled stale exit swap #1598, and posted a BTC Jun15 binary within Polymarket edge discipline (p=57.5% vs $9.99/$7.38 ask). The prior repeat-wake pattern (21/31 wakes repeating) was churn on the sAAPL hold, but the final pivot was on-mission. Now moot: the agent is broken and cannot act.","wakeTriggers":["Intent#1609 resolves (fill or expire) β€” polls snapshot.myOpenIntents for intentId 1609","New takeable bet with edge β‰₯8pp appears on scan-book output","Jun15 16:00 UTC hardstop (unix 1781539200)","MISSING: none structurally β€” but the watcher process is dead so none of these can fire"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"targets near-decided binaries (>85% or <15% implied); BTC Jun15 at 57.5% is mid-conviction, outside its take threshold","available":"stuck/401"},{"agent":"vulture-andrew","fit":"maybe","why":"takes 'clearly mispriced' binaries β€” would need to independently assess BTC $64k as mispriced vs its oracle; no explicit Polymarket comparis","available":"stuck/401"},{"agent":"mimic-ljuba","fit":"maybe","why":"accepts 'winnable open bets re-priced to live oracle' β€” could see #1609 as a BTC-above bet if BTC oracle is above $64k; mandate is loose eno","available":"stuck/401"},{"agent":"bear-yosher","fit":"no","why":"wants BTC down; #1609 is BTC above $64k β€” wrong direction","available":"stuck/401"},{"agent":"option-taker-matheus","fit":"no","why":"options only, not binary bets","available":"stuck/401"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book since w31 (pidAlive=false); additionally, fleet-wide 401 means even if watcher polled successfully, the wake call would fail. The BTC Jun15 #1609 intent is itself stranded β€” no counterparty has yet taken the other side since posting at w31 (~34 min ago).","wakeScript":{"wellReasonedForMission":true,"good":["Intent#1609 resolution check (snapshot.myOpenIntents polling) is the right primary trigger β€” fires on fill OR expiry, exactly what the agent needs to act","scan-book poll for edge β‰₯8pp takeable bets is on-mission and matches the 8pp threshold used in w31 decision","Jun15 16:00 UTC hardstop matches the binary market expiry β€” correct and specific","60s poll cadence is appropriate for a live binary with ~26h to expiry","Error handling in catch block logs and continues rather than dying on transient network errors"],"lacking":["The watcher process is dead (pidAlive=false) β€” good design doesn't matter if it never runs; the 401 killed the re-arming step after w31","No auth-failure self-rescue: when `claude -p \"wake\"` returns 401, the catch block logs and continues polling indefinitely without escalating or notifying"],"suggestedChange":"Add a consecutive-401-failure counter in the poll loop: after N failed `claude -p \"wake\"` calls with auth errors, write a sentinel file (e.g. data/watcher_auth_failed.json) and exit β€” this makes the dead-watcher state detectable by external"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse kills all watcher re-arming","detail":"polymarket-ljuba's watcher death is the same 401 hitting 10+ agents. Armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials' β€” identical signature fleet-wide. This is not agent-specific.","fix":"Restore fleet auth credentials; this is the single unlock for all 10+ stuck agents including polymarket-ljuba."},{"scope":"agent","title":"Intent#1609 (BTC Jun15, ~26.5h left) will expire or fill without agent awareness","detail":"Watcher is dead, so the agent cannot respond to: (a) a fill by a counterparty, (b) the Jun15 expiry and potential payout, or (c) new takeable bets that emerge while it's blind. $9.99 is at risk of expiring without position management.","fix":"Once auth is restored, manually re-arm the watcher or trigger a wake so the agent can reconcile #1609's state and re-post the watcher if still open."}],"assessment":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":943377,"w5Usd":0.65,"w5PctPool":0.4,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":943377,"w7Son":2325261,"hourly":[0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.81,"realizedPnl":0.81,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":43,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":42,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":2882}},"verdict":{"summary":"Two changes since last run: (1) auth briefly recovered ~13:00–13:45 UTC, allowing w47 (13:46 UTC) to fire β€” LLM ran correctly, confirmed plan (trim sMSFT +1.63pp β†’ DCA BTC -1.61pp), correctly deferred to Monday 13:30Z stock open; (2) auth re-collapsed, wakes_failing=true again. Prior summary said 'no LLM reasoning since w45 (Jun 10)' β€” now updated: w47 confi","badge":"PARKED TILL MONDAY","confidence":"high","bottomLine":"Auth is down again (401) but immaterial: w47 (13:46 UTC today) ran during the brief recovery window and correctly concluded no action until Monday 13:30Z US market open β€” stock oracle unavailable outside market hours. sMSFT pre-approved (w46). Watcher fires at 13:30Z Monday; LP-Maker (4/15 lifetime fills) is the expected counterparty for the sMSFTβ†’BTC sequence.","rootCause":{"class":"infra-down","evidence":"Fleet-wide 401 auth collapse; wakes_failing=true. However, agent's next LLM action is not needed until Monday 2026-06-16T13:30Z β€” the watcher's time-gated fire is independent of auth state. Capital constraint (sMSFT trim β†’ USDC β†’ BTC DCA) also correctly prevents pre-Monday moves even if auth were li"},"reasoningRead":"Sound, solving the right problem. w47 correctly identified: stock oracle offline, capital locked in sMSFT until trim, no book opportunity within constraints. Not churning β€” last 4 wakes (w44–w47) each escalated correctly then correctly went dormant. The BTC escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) across w40–w45 resolved with intent #1294 filling, showing the strategy works.","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z (US market open β€” fires fireWake)","Fallback: 2026-06-16T14:30:00Z (~2900 min from now)","5-min poll cadence inside runWatchLoop"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 15 lifetime fills; holds sMSFT buy-side and BTC sell-side β€” exact match for trimβ†’DCA sequence","available":"auth-down (wakes_failing=true), but arme"},{"agent":"arb-hunter-tom","fit":"maybe","why":"1 historical fill; takes fast-moving swaps but not a natural sMSFTβ†’BTC structured counterparty","available":"stuck (auth-down)"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical fill; mission is concentrated movers, could overlap if BTC is leading on Monday open","available":"stuck (auth-down)"}],"reliableCounterparties":1,"missedOpportunities":"None. Capital is locked β€” sMSFT trim generates the USDC needed for BTC DCA; w47 verified no USDC-available BTC path existed during the auth recovery window. LP-Maker had BTC/sNVDA/sAAPL/sMSFT on book, but without USDC freed from the trim, Rebalancer cannot act. Correct deferral.","wakeScript":{"wellReasonedForMission":true,"good":["Time-gate to exact stock market open (2026-06-16T13:30:00Z) is precisely correct β€” stock oracle is unavailable outside US market hours, so any earlier fire woul","Fallback at 14:30Z (1h after open) ensures a floor if the 13:30Z trigger fires but reasoning stalls","Zero-LLM watcher: runWatchLoop only checks Date.now() vs a constant β€” no book dependency, no false fires","sMSFT approval already placed (w46) so Monday wake can go straight to trim execution without a separate approval step"],"lacking":["No guard against auth being down at Monday 13:30Z fire β€” if 401 persists through weekend, the watcher fires but the LLM wake will immediately 401 again, burning"],"suggestedChange":"Add a pre-wake auth-health probe inside runWatchLoop: if Date.now() >= MARKET_OPEN_MS but a lightweight SDK healthcheck fails (401), delay fireWake by one poll interval (5 min) rather than firing into a broken auth gate β€” protects the one m"},"issues":[{"scope":"core","title":"401 auth collapse prevents LLM wakes fleet-wide","detail":"wakes_failing=true for rebalancer-lior and ~12/14 agents; auth briefly recovered 13:00–13:45 UTC producing 16 fleet deals then collapsed again. Rebalancer's Monday plan is unaffected structurally, but if 401 persists to 2026-06-16T13:30Z, the critical stock-open window burns.","fix":"Restore auth credentials / token refresh on the SDK side before Monday 13:30Z UTC; rebalancer needs exactly one successful LLM wake at market open to execute trimβ†’DCA."}],"assessment":"Auth is down again (401) but immaterial: w47 (13:46 UTC today) ran during the brief recovery window and correctly concluded no action until Monday 13:30Z US market open β€” stock oracle unavailable outside market hours. sMSFT pre-approved (w46). Watcher fires at 13:30Z Monday; LP-Maker (4/15 lifetime fills) is the expected counterparty for the sMSFTβ†’BTC sequence."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":5,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":42,"wakes":38,"firstWakeMs":1780948343000,"lastWakeMs":1781444880000,"ageMin":40,"lastWhy":"Intent 1640 consumed before my snapshot; no sNVDA sell-side remains. Bid 1599 fresh and on-price.","repeatWakes":31,"avgGapMin":224,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781448619357,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":22}},"verdict":{"summary":"AUTH BROKEN since w34 (06-14T00:00, now 811 min / ~13.5h): every wake fails 401, no on-chain action since w34. Critical change vs last summary: intent 1599 (10 USDC β†’ 0.04852 sNVDA, 6.5h expiry posted at midnight) is almost certainly EXPIRED ~7h ago (390 min expiry vs 811 min elapsed) β€” Step-1's '357 min left' reflects an earlier snapshot and is stale. Both ","badge":"AUTH BROKEN 13.5H","confidence":"high","bottomLine":"Watcher is ALIVE (armed=true, pidAlive=true, nextFallbackMin=13) but every wake fails 401 since w34. Intent 1599 is almost certainly expired (~7h past its 6.5h window). With LP-Maker-Matheus down 73h+ β€” the source of both sNVDA accumulation deals (140, 141) β€” there is no active fill counterparty for any new sNVDA bid, even after auth is restored.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true every wake since w34 (06-14T00:00); wake_error='401 Invalid authentication credentials'; fleet-wide collapse confirmed Step-1 (10+ agents); not stacker-specific"},"reasoningRead":"Last good reasoning (w34) was sound: no takeable sNVDA ask β†’ post bid at oracleΓ—1.005 ($206.13). Auth failure is a platform fault; trading analysis is moot until auth restores. No reasoning quality issue detected.","wakeTriggers":["intent 1599 filled or expired (ownIntentResolved)","oracle sNVDA drifts >0.5% from $205.10 (bid-post baseline)","new takeable sNVDA sell intent ≀12 USDC appears on book","45-min fallback (FALLBACK_MS = 45 * 60_000)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” both sNVDA deals (140, 141) settled ↔ LP-Maker; quotes near-oracle sNVDA swaps from deep inventory","available":"DOWN β€” pidAlive=false, 401 since ~06-11T"},{"agent":"option-writer-matheus","fit":"maybe","why":"Settled 1 swap with stacker historically; 70/30 portfolio includes tech equities but currently active on ETH options (#1600), not sNVDA sell","available":"posting ETH CALL #1600 this cycle; sNVDA"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could sell sNVDA if overweight vs target; DCA-style swaps could cross stacker's bid","available":"AUTH BROKEN β€” 401, stuck"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable: watcher cannot read book due to 401 auth failure on every wake. Structurally, with LP-Maker-Matheus down 73h+, sNVDA sell-side is likely absent regardless β€” no new sNVDA fills observed fleet-wide since 06-11.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires on 1599 expiry β€” first successful wake after auth fix will immediately detect the expired bid and trigger re-evaluation + fresh post","Oracle drift >0.5% from bid-post baseline ensures stale bid gets refreshed after price moves","isTakeableSnvdaSell correctly gates on cost ≀12 USDC AND implied price ≀ oracleΓ—1.01 β€” matches mission's ≀1% ceiling and lot cap","45-min fallback appropriate for a patient accumulator; not over-polling"],"lacking":["ORACLE_BASE hardcoded to $205.10 (bid-post time); after 1599 expires and a fresh bid is posted at a new oracle price, the script will be regenerated β€” but if au","No sAAPL/sMSFT coverage in wake triggers despite mission naming all three equities β€” watcher is sNVDA-only"],"suggestedChange":"No watcher changes needed before auth fix β€” the ownIntentResolved trigger will self-heal on first successful wake. After auth restores, consider adding sAAPL/sMSFT sell-side triggers to align with the full mission scope."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth failure blocking stacker since w34 (811 min / ~13.5h)","detail":"Every wake since 06-14T00:00 fails: 'Failed to authenticate. API Error: 401 Invalid authentication credentials'. Shared with 10+ agents (Step-1 confirmed). Stacker has zero on-chain activity for 811 min despite watcher firing on 45-min cadence.","fix":"Restore valid API credentials fleet-wide. Stacker self-recovers on first successful wake: watcher will detect intent 1599 expired, trigger a wake, and post a fresh sNVDA bid."},{"scope":"agent","title":"LP-Maker-Matheus down 73h+ β€” sNVDA sell-side structurally absent post-auth-fix","detail":"2 of stacker's 5 lifetime deals (140, 141) were ↔ LP-Maker-Matheus. LP-Maker is the hub counterparty for sNVDA swaps (113 lifetime deals); its absence eliminates the most reliable sNVDA sell-side. Even with auth restored, stacker's bid will sit unfilled until LP-Maker or another sNVDA seller returns","fix":"Restore LP-Maker-Matheus. Alternatively, any agent holding sNVDA inventory (rebalancer-lior if overweight) could fill stacker's bid β€” but rebalancer is also auth-broken."}],"assessment":"Watcher is ALIVE (armed=true, pidAlive=true, nextFallbackMin=13) but every wake fails 401 since w34. Intent 1599 is almost certainly expired (~7h past its 6.5h window). With LP-Maker-Matheus down 73h+ β€” the source of both sNVDA accumulation deals (140, 141) β€” there is no active fill counterparty for any new sNVDA bid, even after auth is restored."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":42,"wakes":34,"firstWakeMs":1780924988000,"lastWakeMs":1781444788000,"ageMin":42,"lastWhy":"still warming up β€” 2/3 minimum samples; cannot compute meaningful deviations; US stocks market-hours blocked (Sunday)","repeatWakes":23,"avgGapMin":263,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781450320647,"watching":"60 min warmup β€” collect 3rd price sample (1 more needed for baseline)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":51}},"verdict":{"summary":"Broken since w34 (06-14T12:56 UTC, 35 min ago) with fleet-wide 401 β€” same auth collapse hitting every agent, NOT a fresh failure specific to this agent. The 3-day gap (w33 06-11T07:19 β†’ w34 06-14T12:56) was a prior 'Sonnet rate-limit outage' that emptied the price-history window; the wake script correctly switched to 60-min warmup mode to rebuild the 3-sampl","badge":"401-BROKEN WARMUP","confidence":"high","bottomLine":"Fleet-wide 401 at w34 (35 min ago); 3-day prior absence was a separate Sonnet rate-limit outage that emptied price history. Auth fix is necessary but not sufficient: 2 warmup wakes still needed for baseline, structural constraints persist, and LP-Maker (sole counterparty) is down β€” 0 reliable swap counterparties available.","rootCause":{"class":"infra-down","evidence":"401 at w34 matches fleet-wide auth collapse; prior 3-day gap w33β†’w34 was a distinct 'Sonnet rate-limit outage' (per wake-script comment); watcher armed=true/pidAlive=true but every LLM call fails; 5 settled deals all pre-collapse, 2 confirmed vs LP-Maker-Matheus (now pidAlive=false 73h+)"},"reasoningRead":"Sound in mission but solving a temporarily moot problem. The warmup logic (switch to 60-min cadence after price-history was wiped) is correct and self-aware. However, the LLM pass at w34 cannot complete at all due to 401, so the warmup sample was not collected β€” the warmup clock has not actually advanced.","wakeTriggers":["60-min interval timer (WARMUP_FIRE_MS) β€” collect next price sample","2h hard fallback (fallbackMs)","MISSING: no trigger for 'auth restored' β€” agent will spin through warmup wakes that all fail until auth is fixed externally"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole confirmed counterparty; 2 of 5 settled deals were swaps vs LP-Maker","available":"DOWN β€” pidAlive=false, 401-broken 73h+, "},{"agent":"rebalancer-lior","fit":"maybe","why":"Swap-capable taker; opposite directional logic could cross with swing's fade entries","available":"STUCK β€” fleet-wide 401"},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum vs mean-reversion creates natural cross; both use delivered swaps","available":"STUCK β€” fleet-wide 401"},{"agent":"stacker-massimo","fit":"maybe","why":"sNVDA/sAAPL accumulator could cross swing's sell-stretch signals","available":"STUCK β€” fleet-wide 401"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable β€” agent cannot complete an analytical pass (401 blocks LLM call before any book scan); additionally the price-history baseline is incomplete (1/3 samples) so even a working agent couldn't post intents this wake.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly identifies the 3-day price-history gap and switches to fast 60-min warmup cadence rather than attempting full deviation analysis with insufficient dat","Explicit comment documenting the outage cause, sample count (1/3), and intent β€” readable and auditable","2h hard fallback is appropriate for the warmup phase (not sub-minute, not excessively long)","Zero-LLM watcher: armWatcher + runWatchLoop + fireWake is purely time-based, correct for this phase"],"lacking":["Auth failure at w34 means the warmup sample was NOT collected β€” the script will rearm and fire again in ~87 min into the same 401 wall; the warmup counter has n"],"suggestedChange":"No script change needed until auth is restored β€” the warmup logic is sound. Post-auth-fix: verify the price-history file actually has 1 sample (w34 partial write may be absent) before counting toward the 3-sample baseline."},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse β€” all LLM calls failing","detail":"Same 'Failed to authenticate. API Error: 401 Invalid authentication credentials' hitting swing-nikita at w34, matching fleet-wide collapse across 10+ agents. Watcher stays armed and rearms correctly, but every actual agent execution fails before any analytical work occurs.","fix":"Restore API auth credentials at the platform level; this is not agent-specific and cannot be fixed per-agent."},{"scope":"agent","title":"Price-history baseline wiped by 3-day outage β€” warmup not progressing","detail":"The prior Sonnet rate-limit outage (w33 06-11T07:19 β†’ w34 06-14T12:56, ~3d 5h gap) emptied the price-history window. Agent needs 3 successful wakes to reestablish baseline. w34 failed (401), so the counter has not advanced past 1/3. With nextFallbackMin=87, the next attempt will still hit 401 unless","fix":"After auth fix: let 2 warmup wakes succeed (they will run ~60 min apart). Confirm price-history file has valid data from w34 before counting it β€” the w34 LLM call failed, so the sample append may not have occurred."},{"scope":"agent","title":"LP-Maker-Matheus down 73h β€” sole confirmed swap counterparty gone","detail":"2 of swing-nikita's 5 settled deals were vs LP-Maker-Matheus. With LP-Maker pidAlive=false and all other swap-capable peers (rebalancer-lior, momentum-nikita, stacker-massimo) also 401-broken, swing-nikita has 0 reliable counterparties. Auth restoration + warmup completion will produce a working age","fix":"LP-Maker-Matheus recovery is the highest-leverage fleet move. Until then, swing-nikita's structural deal path does not exist regardless of its own health."}],"assessment":"Fleet-wide 401 at w34 (35 min ago); 3-day prior absence was a separate Sonnet rate-limit outage that emptied price history. Auth fix is necessary but not sufficient: 2 warmup wakes still needed for baseline, structural constraints persist, and LP-Maker (sole counterparty) is down β€” 0 reliable swap counterparties available."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":141,"msgs":2785,"total":161261465,"totalUsd":86.59,"w5":12600974,"w5Usd":7.78,"w5PctPool":5,"w7":161261465,"w7Usd":86.59,"w7PctPool":6.7,"w5Son":9280034,"w7Son":112648933,"hourly":[6.09,1.69,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T14:19:49.456Z","tokens":1157831,"usd":1.05,"msgs":17}},"onchain":{"deals":39,"openIntents":6,"balanceUsd":100.7,"realizedPnl":0.67,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":77,"wakes":120,"firstWakeMs":1780945920000,"lastWakeMs":1781446440000,"ageMin":14,"lastWhy":"check-my-quotes flagged 5 stale/drifted quotes. sharp-quotes gave 2; other 3 computed manually at 1% floor (sharp-quotes","repeatWakes":85,"avgGapMin":70,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781449161762,"watching":"17 intents, none takeable; soonestExpiry=1781448613; next poll 71s","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":41,"nextFallbackMin":31}},"verdict":{"summary":"Vulture caught a brief auth-recovery window on 06-14: w111 (13:25 UTC) completed a full repost of 9 intents after the 73h gap; w112 (13:39 UTC) found no new edges and correctly deferred. Auth has since re-collapsed β€” every wake after w112 hits 401. The 9 freshly posted intents (SSV/BTC/sMSFT/sNVDA/sAAPL) are live on book but have zero live takers: LP-Maker-M","badge":"REPOSTED, AUTH DOWN","confidence":"high","bottomLine":"Vulture executed cleanly during the brief recovery window (w111-w112), re-posting all 9 intents, but is back to 401-failing. All 9 intents are stranded with reliableCounterparties=0: LP-Maker offline 73h+, every other buyer also broken. 39 lifetime deals but $0.56 realized PnL vs $80.67 lifetime token spend β€” a ratio issue to address once auth recovers.","rootCause":{"class":"infra-down","evidence":"401 on all wakes after w112 (06-14T13:39); LP-Maker-Matheus offline 73h+ (4 of last 5 Vulture deals); Momentum-Nikita, Rebalancer-Lior, Stacker-Massimo all also 401-broken β€” zero live counterparties for any of the 9 posted intents"},"reasoningRead":"Sound where it ran: w111 correctly identified full-repost need, posted 9 intents efficiently across blocks 3015186-3015228; w112 correctly deferred all cancels as gas-negative ($1.44 cost vs $0.025 benefit). The reasoning problem is moot β€” auth blocks further execution entirely.","wakeTriggers":["new takeable edge β‰₯1% (excluding honeypots 779/836/869)","~5 min before soonest intent expiry","quote erosion or undercut (check-my-quotes cancelCmds > 0)","hard fallback ~2h (currently 36 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of last 5 deals; primary liquidity hub for Vulture's swap asks","available":"OFFLINE 73h+ (pidAlive=false, 401)"},{"agent":"momentum-nikita","fit":"maybe","why":"1 recent swap deal; directional rotations could match Vulture's baited crypto intents","available":"STUCK (401-broken)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swap slices could fill Vulture's posted stock/crypto asks if within 1% floor","available":"STUCK (401-broken)"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% of oracle β€” direct match for Vulture's posted equity intents","available":"STUCK (401-broken)"},{"agent":"option-taker-matheus","fit":"no","why":"Takes options only; Vulture's 9 open intents are swaps/binaries/equity","available":"STUCK (401-broken)"}],"reliableCounterparties":0,"missedOpportunities":"Option-Writer posted ETH CALL #1600 (strike $1,682, ~30 min left at Step-1 time) β€” Vulture's mission includes near-decided options, but (a) Vulture was also 401-broken at that window and (b) scan-edges may not score option moneyness. Unmeasurable whether this was an in-scope missed edge or out-of-mission; worth clarifying in CLAUDE.md.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM polling via scan-edges β€” fires on real book signals without token burn between wakes","Pre-seeded honeypot blocklist (IDs 779, 836, 869) prevents re-triggering on confirmed traps","Three independent fire conditions (edge, pre-expiry, quote erosion) all directly relevant to Vulture's dual taker+maker role","30s poll cadence appropriate for an opportunistic edge-scanner; 2h fallback reasonable for a patient vulture"],"lacking":["No explicit trigger for near-decided option intents on the book β€” if scan-edges doesn't score option moneyness, Vulture can't fire on Option-Writer's posted cal","seenEdgeIds set resets on each watcher restart β€” after a 73h gap like w110β†’w111, all previously-refused edges re-evaluate from scratch (including any new honeyp"],"suggestedChange":"Verify scan-edges returns near-decided option intents scored by moneyness/time-to-expiry; if not, add an option near-ITM check so the watcher fires when Option-Writer posts cheap calls near expiry β€” that's the exact edge Vulture's mission i"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse (10+ agents)","detail":"Every claude binary launch fails with 401 Invalid authentication credentials. Vulture is collateral damage β€” watcher is healthy and armed, but claude dies on each fire. Shared cause with bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, rebalancer-lior, stacker-massi","fix":"Rotate/refresh Anthropic API key in shared env secret store; verify propagation to all agent containers; confirm auth before re-arming fleet."},{"scope":"agent","title":"Primary counterparty concentration: LP-Maker is 4/5 recent deals","detail":"39 lifetime deals, but 4 of the last 5 were LP-Maker-Matheus. Its 73h outage has completely frozen Vulture's fill rate. No secondary liquidity source is confirmed to fill Vulture's posted intents.","fix":"After auth restores, verify Vulture's intent pricing falls within Stacker-Massimo's and Rebalancer-Lior's stated take ranges; if so, no change needed β€” if not, tighten posted spread to attract them."},{"scope":"agent","title":"Token-to-PnL ratio: $80.67 spent vs $0.56 realized","detail":"83 of 116 wakes are repeat 'no edges' passes at ~$0.17/wake. That's ~$14 in pure scan cost with no action. 39 deals at $0.56 realized PnL is ~$0.014/deal β€” well below break-even on token cost.","fix":"Audit whether raising EDGE_MIN_PCT from 1% to 1.5-2% reduces false-positive scans without cutting genuine edges; also review whether 'no edges' wakes are being triggered by pre-expiry on near-worthless intents that should be cancelled proactively."}],"assessment":"Vulture executed cleanly during the brief recovery window (w111-w112), re-posting all 9 intents, but is back to 401-failing. All 9 intents are stranded with reliableCounterparties=0: LP-Maker offline 73h+, every other buyer also broken. 39 lifetime deals but $0.56 realized PnL vs $80.67 lifetime token spend β€” a ratio issue to address once auth recovers."}}],"unattributed":{"sessions":8683,"tokens":165047950,"usd":86.03,"w5":3288539,"w5Usd":2.21,"hourly":[1.56,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5832,"tokens":46057247,"usd":101.91,"w5":1843179,"w5Usd":6.63,"hourly":[4.53,2.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1335277495,"grandUsd":803.36,"grandSessions":15400,"attributedTokens":1124172298,"unattributedTokens":165047950,"boardTokens":46057247,"reassembledTokens":1335277495,"tokensBalance":true,"attributionPct":87.2,"multiMatchSessions":133,"sessionsScanned":10576,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":67184,"dedupedMsgs":34004,"rawTokens":3024787191,"dedupedTokens":1335277495,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T14:22:44.191Z","swarm":{"headline":"AUTH WALL, 16 DEALS IN 45MIN","funnel":{"posted":1647,"settled":152,"conversionPct":9.23,"byTemplate":{"Swap":15,"custom":1}},"liquidityMap":[{"market":"Swap hub (USDC/sNVDA/sMSFT/sAA","flow":"LP-Maker-Matheus ⇄ {Arb-Hunter-Tom Γ—5, Rebalancer-Lior Γ—5, Vulture-Andrew Γ—4, 0xBd6aΓ—1}","status":"FROZEN β€” hub auth-blocked post-w131 (14:14 UTC); 12 open LP-Maker intents + 9 Vu"},{"market":"ETH options (custom)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"PARTIAL β€” intent #1641 ($1,681.72 call, $0.24 premium, 4% notional) live on book"},{"market":"Binary/custom directional","flow":"Bear-Yosher [custom] β†’ unknown taker; Polymarket-Ljuba [custom] β†’ unknown taker","status":"AT RISK β€” Bear-Yosher intent expires ~20 min (2026-06-15 13:46 UTC, Deposit A 4 "},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"DARK β€” both agents unprovisioned (address=null, armed=false, 30-31 null cycles);"}],"causalLinks":[{"cause":"Platform-wide 401 auth collapse (re-triggered ~14:14 UTC post LP-Maker-w131)","effect":"12/14 deployed agents wakes_failing; all execution frozen; only 16 deals cleared during the 45-min recovery window 13:00","evidence":"wakeError='401 Invalid authentication credentials' confirmed on arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, polymarket-ljuba, rebalancer-lio"},{"cause":"LP-Maker-Matheus is sole liquidity hub (113 lifetime deals; appears in 13/16 this-cycle deals)","effect":"Auth blocking LP-Maker simultaneously strands all 7 agents listing it as primary counterparty β€” Vulture-Andrew, Arb-Hunt","evidence":"16 recent deals: LP-Maker in 13; Vulture summary 'LP-Maker-Matheus offline 73h+, 4 of last 5 Vulture deals vs LP-Maker'; Swing-Nikita '2 confirmed fills vs LP-Maker'; LP-Maker reliableCounterparties=5"},{"cause":"LP-Maker-Matheus auth-blocked post-w131 (14:14 UTC)","effect":"Vulture-Andrew's 9 freshly posted intents (SSV/BTC/sMSFT/sNVDA/ETH, w111 13:25 UTC) have zero live counterparties and wi","evidence":"Vulture summary: '4 of last 5 Vulture deals vs LP-Maker'; LP-Maker now pidAlive=false; all other Vulture counterparties also auth-broken; intents expire within 25–59 min"},{"cause":"Stacker-Massimo's 390-min TTL intent #1599 posted at midnight (w34) while auth blackout lasted 811 min","effect":"Intent almost certainly expired ~7h ago without fill; capital may be undeployed until auth restores and agent can repost","evidence":"Stacker summary: '390-min TTL vs 811-min elapsed'; Step-1 '357 min left' flagged as stale snapshot artifact; wakes_failing=true since w34 00:00 UTC, no on-chain action possible"},{"cause":"Option-Taker-Matheus found confirmed edge on intent #1641 (w32, 'genuinely cheap, 4% of notional') but auth blocked exec","effect":"Edge opportunity missed; intent still live (35 min left per open book) but taker remains auth-blocked (nextFallbackMin=9","evidence":"Option-Taker summary: 'w32 13:49 UTC found #1641 ETH call $1,681.72 $0.24 premium and rated genuinely cheap (4% of notional)'; wakes_failing=true post recovery window; option-writer-matheus pidAlive=t"}],"insights":[{"severity":"critical","title":"Platform 401 auth collapse β€” 12/14 agents dead","detail":"12 of 14 deployed agents share identical wakeError='401 Invalid authentication credentials' since ~14:14 UTC Jun 14. This is one platform regression, not 12 agent failures. The 16 deals that cleared during the 45-min recovery window (13:00–13:45 UTC) prove the fleet executes correctly when auth works β€” the bottleneck is purely credential/auth layer.","evidence":"wakes_failing=true: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew (12 agents); inde","scope":"core","fix":"Rotate/restore API credentials fleet-wide; re-test with a single agent wake before declaring recovery; root-cause why auth collapsed twice in one cycle (13:00 recovery β†’ 14:14 re-collapse)"},{"severity":"critical","title":"LP-Maker-Matheus single-hub concentration amplifies every auth outage","detail":"LP-Maker-Matheus appears in 13/16 deals this cycle and is the primary counterparty for 7+ agents. When auth takes LP-Maker down, the entire fleet's active liquidity evaporates simultaneously β€” every taker agent that found an edge has nowhere to fill. This is a structural fleet risk independent of auth.","evidence":"113 LP-Maker lifetime deals; 13/16 cycle deals involve LP-Maker; Vulture, Arb-Hunter, Rebalancer, Swing-Nikita, Stacker-Massimo all list LP-Maker as primary; all others show reliableCounterparties ≀1 when LP-Maker is down","scope":"fleet","fix":"Bootstrap a second swap-hub agent or configure LP-Maker-Matheus with a hot-standby; at minimum, ensure at least 2 active swap makers overlap in the book at any time"},{"severity":"warn","title":"Bear-Yosher custom intent expiring ~20 min, no live taker","detail":"Bear-Yosher intent (Deposit A 4 USDC / B 2.67 USDC, Expiry 2026-06-15 13:46 UTC) has ~20 min left on the book. Bear-Yosher's watcher is armed (nextFallbackMin=264) but auth-blocked β€” it cannot cancel or extend. No counterparty is identified as an active taker for binary custom intents.","evidence":"Open book: 'Bear-Yosher [custom] … Expiry 2026-06-15 13:46 UTC (20m left)'; watcher armed=true/pidAlive=true/nextFallbackMin=264; wakes_failing=true; bear-yosher reliableCounterparties=0","scope":"fleet","fix":"If auth restores in the next 15 min, manually trigger a Bear-Yosher wake to cancel before expiry; otherwise accept expiry and repost when auth clears"},{"severity":"warn","title":"Option-Taker missed confirmed edge on #1641 β€” intent still live, 35 min left","detail":"Option-Taker-Matheus evaluated intent #1641 (ETH call $1,681.72, $0.24 premium) at w32 and rated it 'genuinely cheap (4% of notional)' β€” a confirmed edge signal. Auth blocked execution. The intent remains on the open book with ~35 min left. Option-taker's next fallback is 98 min, well past expiry.","evidence":"Open book: 'Option-Writer-Matheus [custom] ETH call Β· strike $1,681.72 Β· 0.24 USDC premium (35m left)'; option-taker summary w32 evaluation; wakes_failing=true; nextFallbackMin=98","scope":"core","fix":"Auth restore is the only unlock; consider shortening option-taker's fallback interval when a live-edge intent is known to be on the book"},{"severity":"warn","title":"Vulture-Andrew 9 intents expiring within 50 min with zero live counterparties","detail":"Vulture freshly posted 9 intents during w111 (13:25 UTC). All face expiry within 25–59 min. LP-Maker (4/5 of Vulture's fills) is auth-blocked. No other taker is active for SSV/sMSFT/sNVDA instruments. Auth must restore before expiry or all 9 intents lapse.","evidence":"Open book: Vulture SSV (49m), sNVDA Γ—2 (49m/59m), sMSFT (50m), ETH (25m); vulture summary 'LP-Maker-Matheus offline 73h+, 4 of last 5 Vulture deals vs LP-Maker'; reliableCounterparties=0","scope":"fleet","fix":"Auth restore before ~14:10 UTC is the critical path; if missed, Vulture will repost on next successful wake"},{"severity":"warn","title":"index-maker + index-taker β€” 31 null cycles, never provisioned","detail":"Both index agents have address=null, armed=false, pidAlive=false, 0 lifetime wakes, $0 lifetime tokens across 30–31 consecutive cycles. IndexBasket market segment has never had a single posted intent. This is a provisioning gap, not an auth or runtime issue.","evidence":"index-maker: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes; index-taker: identical state; 0 IndexBasket intents ever on book","scope":"fleet","fix":"Assign wallets, deploy wake scripts, and provision both agents; they are the only agents with zero structural barrier to deployment"}],"fleetMoves":[{"scope":"core","action":"Restore auth credentials immediately β€” 12/14 agents hitting identical '401 Invalid authentication credentials'; fleet proves it executes cleanly when unblocked (16 deals / 45 min window); root-cause the double-collapse (13:00 recovery β†’ 14:14 re-collapse) before declaring stable"},{"scope":"fleet","action":"Reduce LP-Maker-Matheus single-hub concentration β€” 7 agents depend on it as sole counterparty; its auth downtime cascades to full fleet illiquidity; bootstrap a second swap-hub or enforce β‰₯2 overlapping swap makers in the book at all times"},{"scope":"fleet","action":"Provision index-maker + index-taker β€” both armed=false, address=null, 31 null cycles; IndexBasket segment never existed; zero runtime blockers, pure provisioning gap"},{"scope":"fleet","action":"Monitor Bear-Yosher intent expiry (~20 min, Expiry 2026-06-15 13:46 UTC) β€” if auth restores before expiry, trigger manual wake to cancel; otherwise log expiry and repost on recovery"}],"at":"2026-06-14T14:29:11.410Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"PARTIAL RECOVERY, AUTH RE-COLLAPSED","healthDelta":"Same 401 auth collapse as last run, but a brief recovery window (~13:00–13:45 UTC) produced 16 settled deals β€” LP-Maker rebuilt its 12-intent book (w127), Vulture reposted 9 intents (w111), Arb-Hunter/Rebalancer/Vulture all cleared fills; auth has since re-collapsed across the fleet, wakes_failing o","focusAreas":["401 auth collapse still blocking ~12/14 deployed agents β€” LP-Maker's 12-intent book (~58 min TTL from post time) and Vulture's 9 intents will expire unrefreshed if auth stays down","Mimic-Ljuba open custom intent expires in ~7 min (Expiry 14:10 UTC per book) β€” position continuity at immediate risk","Stacker-Massimo shows open intent '10 USDC β†’ 0.04852 sNVDA, 323 min left' on live book, but prior summary estimated it expired ~7h ago (390-min intent vs 811-min auth blackout) β€” data inconsistency mu","LP-Maker-Matheus is the fleet's sole liquidity hub (113 deals, 12 open intents) β€” 7+ agents list it as primary counterparty; wakes_failing means no book refresh without an auth-cleared wake in the nex","Index-maker and index-taker: 30th consecutive null cycle, never deployed, armed=false/pidAlive=false β€” no natural IndexBasket market segment at all"],"perAgentFocus":{"arb-hunter-tom":"Prior said armed=false/wakes_failing=true last cycle; now armed=true with 18-min fallback β€” did the watcher successfully re-arm after the 401, and has any CEX/oracle latency edge opened since w218 (12:57 UTC) that a recovered auth could act","bear-yosher":"w43 triggered HALT (β‰₯3/4 legs up, ETH+BTC >+2%) and cancelled intent #1610 β€” has the HALT condition since cleared (crypto legs pulled back below threshold), and is the current open binary (Deposit A 4 USDC Β· expiry 06-15 13:46) correctly si","index-maker":"30th consecutive null cycle with armed=false/pidAlive=false/0 wakes β€” is there any provisioning signal, wallet assignment, or config change this cycle, or is this still fully undeployed?","index-taker":"30th consecutive null cycle, never deployed β€” same question as index-maker: any provisioning signal, or still awaiting index-maker as its sole natural counterparty?","lp-maker-matheus":"Book rebuilt at w127 (~13:03 UTC) with 12 intents now showing ~58 min TTL; wakes_failing=true means the watcher poll loop 401s on readOpenIntents; with the 45-min fallback, will the next LLM wake fire in time to refresh the book before expi","mimic-ljuba":"Open custom intent expires ~7 min from data snapshot (14:10 UTC) β€” did w93's '[object Object]' serialization bug mask a successful replacement post, or is this position about to lapse with no successor? And has the $63.62β†’$76.9x portfolio j","momentum-nikita":"pidAlive dropped trueβ†’false since last summary, nextFallbackMin=528 (~8.8h) β€” is a 528-min fallback appropriate for a momentum strategy that needs to detect leadership shifts, or does this cadence mean it will miss a rotation window? And ha","option-taker-matheus":"Option-Writer's ETH call (strike $1,681.72, $0.24 premium, ~58 min left) is live on book β€” at current ETH price vs that strike, does this represent the edge option-taker looks for, and is the agent positioned to evaluate it if auth clears w","option-writer-matheus":"Last clean wake w116 at 12:58 UTC, now wakes_failing post-auth-recollapse; the open ETH call (strike $1,681.72, $0.24 premium) is the only writer intent live β€” is this competitively priced relative to current ETH oracle, and is the contrari","polymarket-ljuba":"The BTC binary #1609 (give $9.99/want $7.38, p_implied=57.5%) is live with 1556 min remaining β€” does Polymarket's current implied BTC distribution still support this position, and is the open sAAPL swap (#1598 successor or separate?) compet","rebalancer-lior":"wakes_failing=true, next fallback 2907 min (~Monday 06-15) β€” LP-Maker's book currently offers sNVDA, sAAPL, sMSFT, BTC, ETH swaps that match rebalancer's target mix; did any of the 15 settled deals (incl. 5 recent Rebalancer↔LP-Maker fills)","stacker-massimo":"Open book shows 'Stacker-Massimo gives 10 USDC β†’ wants 0.04852 sNVDA, 323 min left' but prior summary assessed intent #1599 as expired ~7h ago (390-min TTL, 811-min blackout) β€” is this a live intent somehow refreshed, a stale board snapshot","swing-nikita":"After a 3-day gap emptied the price-history window, w34 switched to 60-min warmup mode; pidAlive=true, 76-min fallback β€” has the warmup collected enough samples (3 required) to re-enable the fade-dislocation strategy, and what does the curr","vulture-andrew":"9 freshly reposted intents (SSV/BTC/sMSFT/sNVDA/sAAPL) are live with 4-min fallback; LP-Maker has 12 matching swap intents on the opposing side β€” are any of Vulture's current posted asks priced to be taken by LP-Maker (or vice versa), and d"},"ctas":[{"scope":"core","text":"Resolve the fleet-wide 401 auth regression β€” it is the single blocker for 12/14 deployed agents; LP-Maker's book expires in ~45–58 min without a clean wake, which will re-freeze the entire fleet's liq"},{"scope":"agent","text":"mimic-ljuba: the custom intent expires ~7 min from data snapshot β€” verify on-chain whether it settled, was replaced, or will lapse; the '[object Object]' serialization bug in w93 output must be fixed "},{"scope":"agent","text":"stacker-massimo: reconcile whether intent '10 USDC β†’ 0.04852 sNVDA, 323 min left' is genuinely live on-chain or a stale board artifact β€” auth has been broken 13.5h so no LLM could have re-posted it."},{"scope":"fleet","text":"Index-maker and index-taker: 30 consecutive null cycles with 0 wakes, $0 burn, no wallet β€” make a provisioning decision (deploy or remove from fleet) to stop consuming monitoring cycles with no signal"}],"at":"2026-06-14T14:10:49.157Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T15:25:02.731Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":61.4,"used7d":null,"used7dUsd":823.97,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":36.2,"estPct7d":57.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":102.8,"estPct7d":137.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":85.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":111},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":68263650,"w7":999191396,"tot":999191396},"haiku":{"w5":22232586,"w7":373014968,"tot":373014968}},"fleet":{"agentsUp":12,"lifetimeTokens":1372226175,"lifetimeUsd":823.97,"sessions":15458,"deals":156,"openIntents":30,"totalIntents":1693},"oracle":{"USDC":1,"ETH":1661.74,"BTC":64063.07,"SSV":2.28,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T15:15:20.950Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":101.02,"realizedPnl":1.04,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":102,"wakes":222,"firstWakeMs":1780927992000,"lastWakeMs":1781449200000,"ageMin":25,"lastWhy":"No binary bet within 30min expiry and β‰₯0.5% margin. No swap β‰₯10bps with assets I hold. Clean wait.","repeatWakes":199,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781450624130,"watching":"new intent >1674 β‰₯10bps OR binary bet ≀30min to settlement β€” 30-min fallback","armed":false,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Since last cycle (w221 captured deal #151, re-arm confirmed), w222 added deal #152 (swap #1635 ↔ LP-Maker, +12bps) and w223 was a clean wait β€” HIGH_WATER advanced 1652β†’1674 (22 new intents scanned, none above floor). Deal count now 19 (18β†’19). Fully alive: armed=true/pidAlive=true, 18-min fallback, zero wake errors. Binary surface re-enabled since w219 templ","badge":"TICKING CORRECTLY","confidence":"high","bottomLine":"Deal count moved 18β†’19 via deal #152 (+12bps swap) in w222; w223 was a clean wait, no edge on either surface. Agent is healthy and disciplined, but LP-Maker-Matheus (sole swap counterparty across all 10 visible settled deals) was pidAlive=false at cycle open β€” next deal requires LP-Maker revival or a binary bet entering the ≀30-min/β‰₯0.5%-margin window.","rootCause":{"class":"counterparty-starved","evidence":"All 10 visible settled deals are swaps ↔ LP-Maker-Matheus; LP-Maker pidAlive=false per Step-1. w223 scanned intents 1652β†’1674 (22 new), none met β‰₯10bps swap floor or ≀30-min binary bar. No fills since w222 deal #152."},"reasoningRead":"Sound and solving the right problem. w219 proactively fixed the critical binary templateHash bug; w220 correctly rejected #1616 (reversed, taker-losing, ~24min to expiry); w221 took #1636 at +30bps; w222 took #1635 at +12bps (above 10bps floor); w223 updated HIGH_WATER housekeeping and waited cleanly. No churn, no re-derivation, no off-mission moves.","wakeTriggers":["New intent ID >HIGH_WATER(1674) with SSV buy or sell edge β‰₯10bps vs CEX","New BinaryBet intent (hash 0x85aeb4de) appearing on the book","30-min fallback (safety net)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 10 visible settled deals; sole active swap counterparty with deep inventory and oracle-mid quotes","available":"pidAlive=false at cycle start β€” 86-min f"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts sNVDA/sAAPL binary bets (4min ago per Step-1) β€” potential binary surface take if within 30-min/0.5% margin","available":"Active (intent posted 4min ago)"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts SSV/BTC/sMSFT/sNVDA/sAAPL intents β€” could be a swap counterparty if priced with edge vs CEX","available":"11 open intents but pidAlive=false per S"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Makes binaries on-chain (small shade) β€” potential binary take surface","available":"Active (wake 1min ago per Step-1)"}],"reliableCounterparties":0,"missedOpportunities":"None apparent. w223 scanned 22 new intents (1652β†’1674), found nothing above the 10bps swap floor or ≀30-min binary bar. w220 correctly rejected #1616 (reversed, taker-losing) β€” that was the right pass. No evidence of an edge that was visible but skipped.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern prevents re-scanning settled intents β€” no churn","wokenBets file persists already-fired binary bets across wakes β€” prevents double-fires","Dual CEX feeds (Binance for SSV, Coinbase for BTC) with 30s SSV cache β€” appropriate latency-arb tooling","Binary bet fires immediately on appearance without CEX check (delegated to agent scan-bets) β€” correct split of responsibilities","30-min fallback is well-calibrated for a taker that acts on point-in-time edges","templateHash corrected (w219) β€” binary surface now live after weeks of silent miss"],"lacking":["getBtcCex() is defined but the visible swap-edge logic only checks mSSV_ADDR/USDC legs β€” BTC and ETH swap edges appear unwired in the watcher, limiting opportun","SSV_BALANCE/USDC_BALANCE are hardcoded from w223 β€” if LP-Maker posts multiple fills before next script update, affordability checks run on stale balances (by-de"],"suggestedChange":"Wire getBtcCex() into the watcher's intent scan loop for BTC-leg swaps (sell/buy edge vs CEX), mirroring the existing SSV logic β€” this extends the live opportunity surface to BTC swaps without changing cadence or fallback."},"issues":[{"scope":"agent","title":"BTC/ETH swap edge detection unwired in watcher","detail":"getBtcCex() is defined and the ORACLE_SYMBOL map includes BTC/ETH addresses, but the watcher's live scan loop only checks mSSV_ADDR legs for sell/buy edge. BTC and ETH swaps with CEX edge post to the book but don't trigger a wake.","fix":"Add BTC (and optionally ETH) leg detection to the watcher's per-intent loop, checking posterGives/posterWants against oracle BTC/ETH addresses and comparing BTC CEX price with intent rate β€” mirror the SSV pattern."},{"scope":"agent","title":"LP-Maker-Matheus pidAlive=false removes sole reliable swap counterparty","detail":"10/10 visible arb-hunter settled deals are ↔ LP-Maker. With LP-Maker's process down, the swap surface goes dark until revival. This is a fleet-level single-point-of-failure for taker agents.","fix":"Confirm LP-Maker revives within its 86-min fallback; if not, investigate why pidAlive=false persists and restart manually. Longer term: a second deep-inventory swap maker would reduce dependency."}],"assessment":"Deal count moved 18β†’19 via deal #152 (+12bps swap) in w222; w223 was a clean wait, no edge on either surface. Agent is healthy and disciplined, but LP-Maker-Matheus (sole swap counterparty across all 10 visible settled deals) was pidAlive=false at cycle open β€” next deal requires LP-Maker revival or a binary bet entering the ≀30-min/β‰₯0.5%-margin window."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":102,"wakes":71,"firstWakeMs":1780944154000,"lastWakeMs":1781448446000,"ageMin":38,"lastWhy":"No resting bear bet after 1626 expired. No takeable binary (1609 0.14% margin). Posted anchor per mission.","repeatWakes":49,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781466824204,"watching":"intent 1674 resolved | new BinaryBet | BTC>$64,867 | ETH>$1,680 | 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":269}},"verdict":{"summary":"Building on last run β€” w44 human-triggered SHORT resumption posted #1626 (BTC BELOW $67k, ~4% above BTC at $64,260); w45 (14:47 UTC Jun 14) confirmed 1626 expired unfilled, agent immediately re-posted anchor #1674 (BTC<$65,500, 4 USDC, expires ~15:47 UTC). BTC drifted down to ~$63,909 (watcher baseline), giving 1674 a 2.5% cushion β€” SHORT conviction intact a","badge":"SHORT ACTIVE, TAKER THIN","confidence":"high","bottomLine":"Step-1 question answered: #1626 was NOT taken β€” it expired unfilled (w45 explicit). New anchor #1674 rests at BTC<$65,500 with baseline BTC ~$63,909 (2.5% cushion); current price still supports the SHORT. Watcher is live with adverse triggers at $64,867 BTC / $1,680 ETH and 5h fallback. Agent is healthy and on-mission; only structural issue is thin taker demand for BTC BELOW bets.","rootCause":{"class":"counterparty-starved","evidence":"#1626 (BTC BELOW $67k) expired unfilled despite resting from 13:44 to 14:47 UTC; #1609 had only 0.14% margin so correctly skipped; LP-Maker (primary BinaryBet taker, 10/16 fleet deals) is currently pidAlive=false; 17 lifetime deals but 0 post-resumption"},"reasoningRead":"Sound and solving the right problem. Correctly executed HALT β†’ clearance β†’ resumption cycle; adapted strike from $67k (unfilled) to $65,500 (tighter, more takeable) on next post β€” shows productive learning from the miss. No churn; each wake is purposeful.","wakeTriggers":["Intent 1674 resolves (filled or expired) β€” ownIntentResolved polling","New BinaryBet on book matching template hash 0x85ae…","BTC adverse +1.5%: BTC > $64,867 (baseline $63,909)","ETH adverse +1.5%: ETH > $1,680 (baseline $1,655)","5h fallback (~19:47 UTC Jun 14)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BinaryBet taker fleet-wide (10/16 recent deals); most likely to take a directional BELOW bet near oracle fair","available":"pidAlive=false, armed with 86min fallbac"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Takes mispriced binaries vs Polymarket implied distribution; if BTC BELOW $65,500 is richer than Polymarket's BTC-down probability, it quali","available":"ok, posted 1min ago"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes near-decided binaries vs CEX feed; BTC at 2.5% below strike is not near-decided","available":"ok"},{"agent":"vulture-andrew","fit":"no","why":"Targets clearly mispriced or near-sure-win bets; 2.5% cushion is directional conviction, not a pricing error","available":"ok, 11 open intents"}],"reliableCounterparties":1,"missedOpportunities":"#1609 at 0.14% margin correctly rejected β€” below any reasonable conviction threshold. No other takeable BELOW binaries reported in w45. Book visibility is limited to 60s poll intervals, so intents that post-and-fill within one cycle are unmeasurable.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved on #1674 fires the instant it fills or expires β€” maintains exactly-one-resting invariant with minimal lag","BTC/ETH adverse +1.5% triggers give early warning before the full HALT threshold, allowing posture reconsideration before cancellation is required","New BinaryBet hash-filter polling is the right taker-opportunity signal for this mission","5h fallback is appropriate cadence for a patient directional agent with a short-duration resting intent"],"lacking":["BTC baseline $63,909 with trigger at $64,867 means ~$958 of headroom; BTC was $64,260 at w44 (19min prior), so the trigger is only $607 from the w44 price β€” rou","No downside trigger: if BTC drops sharply (e.g. to $61k), the agent won't wake to post a more aggressive strike or compound the position until the fallback"],"suggestedChange":"Align BTC_ADVERSE to the intent strike ($65,500) rather than +1.5% from baseline β€” this means the watcher fires exactly when the bet is about to go wrong for the taker (BTC approaching the strike), which is the only moment a posture re-chec"},"issues":[{"scope":"agent","title":"Adverse trigger ($64,867) too close to recent BTC price β€” spurious wake risk","detail":"BTC was $64,260 at w44 (13:44 UTC); watcher baseline dropped to $63,909 by w45 (14:47 UTC), placing the $64,867 trigger only $607 above the most recent known price. BTC's intraday range routinely covers 1-2%, so a single bounce fires the watcher without a real posture change.","fix":"Set BTC_ADVERSE to intent strike ($65,500) or a fixed sentinel like $65,000 β€” wake only when the bet is genuinely threatened, not on noise."},{"scope":"agent","title":"Bear anchors expiring unfilled β€” LP-Maker is the only reliable taker and is currently pidAlive=false","detail":"#1626 (BTC BELOW $67k) expired unfilled in 1h; LP-Maker is the primary BinaryBet taker (10/16 fleet deals) but is currently unavailable. Until LP-Maker returns, fill probability on BELOW bets is near-zero.","fix":"No agent action needed β€” this is a fleet continuity issue. LP-Maker's 86min fallback should restore it; if not, the fleet needs a second BinaryBet taker. Bear-yosher's tighter strike ($65,500 vs $67k) is already the right adaptation."}],"assessment":"Step-1 question answered: #1626 was NOT taken β€” it expired unfilled (w45 explicit). New anchor #1674 rests at BTC<$65,500 with baseline BTC ~$63,909 (2.5% cushion); current price still supports the SHORT. Watcher is live with adverse triggers at $64,867 BTC / $1,680 ETH and 5h fallback. Agent is healthy and on-mission; only structural issue is thin taker demand for BTC BELOW bets."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"31st+ consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal, wallet assignment, or config change has appeared this cycle. IndexBasket market segment remains fully offline with no counterparty activity either (index","badge":"UNPROVISIONED OFFLINE","confidence":"high","bottomLine":"Still zero-everything: 0 wakes, 0 tokens, 0 lifetime deals, null wake script, null watcher. This is not a crash or auth failure β€” the agent was never provisioned. 31+ cycles of null data with no change observed. The IndexBasket market does not exist until a wallet + wake script are assigned.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 β€” agent container/wallet never provisioned; 31+ cycles of identical null state"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate. 31 cycles of null is a provisioning gap, not a mission or reasoning failure.","wakeTriggers":["MISSING: no wake script exists β€” nothing can fire"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural SHORT-side counterparty for IndexBasket LONG intents β€” designed pair","available":"health=unknown, also likely unprovisione"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never ran and IndexBasket market has no activity β€” no intents to observe or take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all","No watcher configured","No wallet/address assigned"],"suggestedChange":"Provision the agent: assign a wallet address and deploy a wake script that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) on a cadence matched to index-taker's availability."},"issues":[{"scope":"core","title":"index-maker never provisioned β€” 31+ null cycles","detail":"No wallet, no wake script, no container. Agent exists in the roster with a defined mission but has 0 lifetime tokens and 0 wakes across all observed cycles. index-taker is its designated counterparty and appears equally unprovisioned (health=unknown). The entire IndexBasket market segment is dormant","fix":"Provision index-maker with a wallet and a wake script; provision index-taker in tandem β€” the market requires both sides to exist simultaneously. Until then, no IndexBasket deals can form."}],"assessment":"Still zero-everything: 0 wakes, 0 tokens, 0 lifetime deals, null wake script, null watcher. This is not a crash or auth failure β€” the agent was never provisioned. 31+ cycles of null data with no change observed. The IndexBasket market does not exist until a wallet + wake script are assigned."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"32nd consecutive null cycle β€” no change from prior 31 runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. The 401 AUTH recovery visible elsewhere in the fleet (polymarket-ljuba, option-writer) is irrelevant β€” this agent was never deployed. No provisioning signal this cycle. Index-maker (sole natural ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero activity across 32 cycles: 0 wakes, $0 tokens, null wake script, watcher not armed. This is a provisioning gap, not an infra failure β€” the agent container does not exist. Blocked on index-maker deployment, which is also null.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” consistent across 32 consecutive cycles; no container provisioned"},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate","wakeTriggers":["MISSING: no wake script deployed; should trigger on new LONG IndexBasket intents appearing on-chain from index-maker"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents index-taker is designed to take the SHORT side of","available":"also undeployed (health=unknown, null wa"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” null source means zero evaluation possible"],"suggestedChange":"Deploy the agent with a wake script that polls for open LONG IndexBasket intents on-chain; only meaningful after index-maker is deployed first"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 32 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens across all 32 observed cycles. No container exists.","fix":"Deploy index-taker container; deploy index-maker first so there are LONG IndexBasket intents on the book for index-taker to evaluate"}],"assessment":"Zero activity across 32 cycles: 0 wakes, $0 tokens, null wake script, watcher not armed. This is a provisioning gap, not an infra failure β€” the agent container does not exist. Blocked on index-maker deployment, which is also null."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":595,"msgs":13037,"total":807444748,"totalUsd":467.16,"w5":40304183,"w5Usd":24.77,"w5PctPool":16.1,"w7":807444748,"w7Usd":467.16,"w7PctPool":33.6,"w5Son":31988751,"w7Son":647505785,"hourly":[9.69,11.91,3.16,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T15:22:09.827Z","tokens":1313334,"usd":0.23,"msgs":25}},"onchain":{"deals":117,"openIntents":10,"balanceUsd":746.88,"realizedPnl":-2.27,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":112,"wakes":144,"firstWakeMs":1781018900000,"lastWakeMs":1781450558000,"ageMin":2,"lastWhy":"All network intents negative edge or unfillable (no sNVDA). No inversions. Cluster V renewal imminent in 12 min β€” no chu","repeatWakes":126,"avgGapMin":51,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781455958578,"watching":"Cluster V prefire ~15:34 UTC | price guards ETH/BTC/SSV/stocks | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":88}},"verdict":{"summary":"Prior summary tracked w127–w131 clean recovery through auth collapse. Since then w132–w136 continued cleanly: SSV ask #1649 posted (w132, 50bps above oracle, 1 TX), two no-action confirmations (w133/w135), price-inversion handling in w134 (ETH/BTC/SSV drops managed, SSV bid inverted, 11/12 quotes), and concurrent sMSFT fill #1676 captured by parallel wake (w","badge":"HUB ACTIVE, PID RECOVERED","confidence":"high","bottomLine":"LP-Maker is alive and functioning as the dominant liquidity hub β€” pidAlive=true now (Step-1 snapshot was stale; PID recovered at w130). 11/12 quotes live, 10 open intents, $746.80 portfolio. Vulture's intents ARE being evaluated (w129: 'all 0x64Aa intents negative edge') β€” 4 Vulture fills confirmed in settled deals; current rejects are edge-gated, not broken. Only flag: SSV inventory critically thin after #1649 fill.","rootCause":{"class":"maker-only","evidence":"117 deals across Arb-Hunter-Tom (8 recent), Momentum-Nikita (6), 0xBd6a…9863 (9), Stacker-Massimo (3), Vulture-Andrew (4), Rebalancer-Lior (3), Option-Writer-Matheus (2), Swing-Nikita (2). Zero-fill wakes (w129, w133, w135) correctly rejected negative-edge externals; not broken."},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies inversions (w134 ETH/BTC/SSV drops), fires prefire on cluster expiry (w131 Cluster R, w134 Cluster V due), filters external intents by edge threshold (w129 negative-edge reject), and handles concurrent wake collisions (w136 defers to concurrent fill). No churn: each wake has distinct cause. One note: w132 SSV ask ($0.004 notional, ~$0","wakeTriggers":["Time: EXPIRY_FIRE_TS 1781451195 (~15:33 UTC, 7min before ETH bid #1657 expires)","Price guard breach: ETH [1652–1666], BTC [63690–64200], SSV [2.225–2.294], sAAPL/sNVDA/sMSFT ranges","New fillable swap intent from non-self posters (USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","90min fallback","MISSING: no explicit SSV inventory-thin guard β€” single fill (#1649) made SSV critically thin with no automatic recheck trigger"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8 recent swap fills, most active taker","available":"ok, 19 deals"},{"agent":"momentum-nikita","fit":"yes","why":"6 recent swap fills","available":"ok, 9 deals"},{"agent":"vulture-andrew","fit":"yes","why":"4 recent fills confirmed; current open intents rejected on edge (negative edge per w129), not toolchain block","available":"ok, 39 deals"},{"agent":"stacker-massimo","fit":"yes","why":"3 recent fills on stock swaps","available":"ok, 6 deals"},{"agent":"rebalancer-lior","fit":"yes","why":"3 recent fills","available":"ok, 15 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"2 recent fills; posts intents LP-Maker can fill","available":"ok, 19 deals"}],"reliableCounterparties":7,"missedOpportunities":"None confirmed. Vulture's 11 open intents evaluated in w129 ('all 0x64Aa intents negative edge') β€” rejections are edge-gated (below Ο„=3bps), correct behavior. Concurrent sMSFT fill #1676 (+$0.215) was captured by a parallel wake session before this one could act β€” timing collision, not a miss in the strict sense.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry prefire fires 7min before earliest Cluster V quote expires β€” correct timing for a 12-quote book that needs graceful rollover","Per-asset price guards are tight and calibrated to current oracle ranges, firing immediately on inversion rather than waiting for the fallback","New-swap detector covers the reactive dimension: wakes when a fillable counterparty posts, not just on time","Zero-LLM, 60s poll, 90min fallback β€” structurally sound","Self-filters own address so LP-Maker doesn't fire on its own postings"],"lacking":["No SSV inventory guard: after a single fill makes SSV critically thin, no trigger fires to recheck/repost β€” relies on next expiry cycle","sNVDA ask gap (w134, sub-$1 notional) has no recheck trigger either; 11/12 book persists until next cluster expiry"],"suggestedChange":"Add a low-inventory guard alongside the price guards: if any asset's LP position drops below a configurable min_lots threshold after a fill, fire immediately to repost rather than waiting for expiry prefire."},"issues":[{"scope":"agent","title":"SSV inventory critically thin β€” no repost trigger","detail":"w132: 'SSV critically thin after fill' of #1649. No wake fires until next cluster expiry (~15:33). LP-Maker is dark on SSV fills in the interim.","fix":"Add inventory-thin guard to wake script: track post-fill balances and fireWake if any asset drops below min_lots (e.g. 0.01 SSV equivalent)."},{"scope":"agent","title":"sNVDA ask missing since w134 (11/12 book)","detail":"w134 dropped sNVDA ask (0.000436 sNVDA = $0.09, sub-$1 notional threshold). Book is 11/12 since then with no repost planned until next expiry fire.","fix":"Either lower the sub-$1 threshold for stock legs to maintain full coverage, or add an explicit 'missing quote' guard in the wake loop."},{"scope":"agent","title":"Token burn $22.62/5h (13.5% of pool) β€” high for operational cost","detail":"At this rate, burn is sustainable only while LP-Maker clears deals. w132 posted an SSV ask for $0.004 notional at ~$0.96 gas β€” 240Γ— gas-to-notional. Acceptable for inventory integrity but signals some wakes are over-triggering on micro-positions.","fix":"Consider gating sub-$1 notional reposts behind a minimum-inventory-delta check so gas isn't burned on positions that won't attract takers."}],"assessment":"LP-Maker is alive and functioning as the dominant liquidity hub β€” pidAlive=true now (Step-1 snapshot was stale; PID recovered at w130). 11/12 quotes live, 10 open intents, $746.80 portfolio. Vulture's intents ARE being evaluated (w129: 'all 0x64Aa intents negative edge') β€” 4 Vulture fills confirmed in settled deals; current rejects are edge-gated, not broken. Only flag: SSV inventory critically thin after #1649 fill."},"overBudget":{"pct":16.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":88.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":101,"wakes":114,"firstWakeMs":1780927020000,"lastWakeMs":1781447230000,"ageMin":58,"lastWhy":"Intent #1609 offers strong edge (+12–27pp), current oracle ITM for taker, stake $7.38 (7.7% portfolio) within risk limit","repeatWakes":83,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781452353567,"watching":"new β‰₯3pp BinaryBet taker-edge, OR deal #154 expiry (~5 min), OR 60 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":28}},"verdict":{"summary":"Focus question answered: NO successor to lapsed #1616 (BTC above) was posted β€” instead, w96 (14:27 UTC) took the opposite side, accepting #1609 (BTC below $64k) with +12–27pp edge, $7.38 stake β†’ deal #154 now live, expires 15:42 UTC today. This was adaptive, not a miss: oracle moved ITM for the taker side after the above-bet lapsed. '[object Object]' bug did","badge":"DEAL LIVE, EXPIRY SOON","confidence":"high","bottomLine":"Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC β€” watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean.","rootCause":{"class":"counterparty-starved","evidence":"17 deals across 114 wakes (~15% hit rate); w89–w91 and w92–w93 held across multi-day gaps with zero qualifying BinaryBets on board; sole confirmed counterparty in settled_deals_detail is polymarket-ljuba; 2-day gap (06-12β†’06-14) likely exacerbated by fleet 401 auth wall"},"reasoningRead":"Sound and on-mission. w94 correctly declined #1609 (3pp floor unmet, Sunday vol, opposite open position). w95 correctly declined again despite technically β‰₯3pp (unfavorable direction on flat day). w96 correctly accepted when oracle shifted ITM and edge jumped to +12–27pp. Discipline is consistent with stated 3pp floor rule; adaptive pivot to taker-below after above-bet lapsed is exactly right.","wakeTriggers":["New BinaryBet intent matching BINARY_HASHES template set","Deal #154 approaching expiry (fires 5min before 15:42 UTC β†’ ~15:37 UTC)","60-min hard fallback"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed sole counterparty in settled deals; posts custom live binaries mimic can accept","available":"Active β€” fired 1min ago per Step-1"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BTC/ETH below binaries mimic could mirror or take; directional overlap; not yet in confirmed deals","available":"Not flagged in Step-1; assumed ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries mimic could take; 11 open intents including BTC/SSV; not yet in confirmed deals","available":"pidAlive=false per Step-1; armed with op"}],"reliableCounterparties":1,"missedOpportunities":"w94–w95 holds on #1609 were correct given edge/direction at the time β€” not misses. No other qualified intents visible on board during those wakes. Unclear whether bear-yosher or vulture-andrew posted qualifying binaries during the 2-day gap (06-12β†’06-14); watcher may have been disarmed during auth outage, leaving those potentially unobserved.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger correctly prioritizes time-sensitive expiry check before polling new intents β€” the loop body checks Date.now() >= expiryDeadlineMs first","5-min pre-expiry fire window gives adequate reaction time for a settling deal","seen-set pattern prevents re-firing on already-known intents","60-min fallback is appropriate cadence for a reactive taker in a thin binary book"],"lacking":["Fires on ANY new BinaryBet matching template hash without pre-checking β‰₯3pp edge β€” comment acknowledges this as a known gap ('upgrade to full edge check if need","Label reads 'Mimic-Mira wake 96 watcher' not 'mimic-ljuba' β€” cosmetic inconsistency, harmless"],"suggestedChange":"Add lightweight taker-edge pre-filter in the watcher before firing on new BinaryBets (compare taker rate vs oracle mid inline); the belt and seen-set scaffolding is already in place, one extra condition eliminates unnecessary $0.77 LLM wake"},"issues":[{"scope":"agent","title":"'[object Object]' reasoning-string bug on post (not accept) wakes","detail":"w93 (the only posting wake in the sample) logged '[object Object]' as wake status β€” masking the reasoning string. w94–w96 (all holds or accepts) were clean. Localized to the code-path that formats the reasoning when posting a mirrored intent.","fix":"Trace the reasoning-string construction in the mimic post path; add JSON.stringify() or explicit .toString() guard where an object is interpolated into the status string before logging."},{"scope":"agent","title":"Single reliable counterparty caps binary flow","detail":"Only polymarket-ljuba confirmed in settled_deals_detail across 17 deals. Bear-yosher and vulture-andrew post qualifying binaries but have not appeared in mimic's settled deals β€” likely a BINARY_HASHES coverage gap.","fix":"Audit the BINARY_HASHES set against template hashes used by bear-yosher and vulture-andrew; expand the set to cover their binary templates so mimic fires on their postings."}],"assessment":"Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC β€” watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.96,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":101,"wakes":34,"firstWakeMs":1780940859000,"lastWakeMs":1781445949000,"ageMin":79,"lastWhy":"Signal not cleared; micro-lot watcher false alarm from #1636 (0.025 mSSV = $0.06). Fixed filter.","repeatWakes":31,"avgGapMin":255,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781478531724,"watching":"Leader gap β‰₯2pp | new SSV seller β‰₯$2 at oracle | US mkt close 20:00 UTC | 9h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":464}},"verdict":{"summary":"Auth confirmed cleared (wakes_failing=false, wake_error=null) β€” the 401 wall from the prior summary is resolved. w31–w34 all executed correctly: four disciplined holds with sound reasoning (0.08pp gap = noise at w32, SSV sellers at premium at w33, micro-lot filter self-fixed at w34 with β‰₯$2 notional guard). Portfolio at all-time peak $102.20; SSV ~50%, USDC ","badge":"AUTH CLEAR, HOLDING PEAK","confidence":"high","bottomLine":"Auth is back up and wakes are running cleanly (wakes_failing=false). Four consecutive disciplined holds (w31–w34) are all correct: SSV momentum gap of 0.08pp is far below the 2pp edge threshold. Portfolio sits at all-time peak $102.20. The 9h fallback is long but the explicit 20:00 UTC market-close trigger fires first (~6h out), and the gap/SSV-seller triggers provide intraday responsiveness. Primary risk: LP-Maker-Matheus (5/8 recent deals) is pidAlive=false β€” if the next buy signal fires, counterparty availability is thin.","rootCause":{"class":"counterparty-starved","evidence":"Gap 0.08pp vs 2pp threshold = correctly waiting on signal, not blocked. But when the next signal fires, LP-Maker-Matheus (primary, 5/8 recent deals, pidAlive=false) and Vulture-Andrew (1/8, pidAlive=false) are both offline β€” deal formation will depend on LP-Maker recovering before the signal trigger"},"reasoningRead":"Sound and on-mission. w32 correctly identified 0.08pp as noise (not churn-worthy repricing); w33 correctly rejected an at-premium seller (>1.005Γ— oracle); w34 self-diagnosed and fixed the micro-lot false alarm β€” a watcher that patches itself is a quality signal. No evidence of re-deriving the same move or solving the wrong problem. The momentum logic (gap β‰₯2pp, fair-value SSV seller, market-close ","wakeTriggers":["Leader-vs-2nd gap crosses β‰₯2pp (full universe market hours, crypto-only after close)","New fair-value SSV seller β‰₯$2 notional at ≀oracleΓ—1.005","US market close 20:00 UTC Jun 14 (re-rank crypto-only universe)","9h fallback (~23:05 UTC Jun 14)","MISSING: no trigger for regime shift if SSV drops out of leadership while watcher is asleep mid-gap (baseline only reset on watcher restart, not per-wake)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5/8 recent deals; primary swap counterparty and sole deep liquidity source for SSV","available":"pidAlive=false β€” risk if next signal fir"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled swap; takes fair-priced SSV occasionally but mission is opportunistic, not consistent liquidity","available":"pidAlive=false per Step-1 orient"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled swap on record; DCA-style buyer could coincidentally cross momentum-nikita's asks","available":"status unclear, not flagged in Step-1 as"}],"reliableCounterparties":1,"missedOpportunities":"None. w33 correctly rejected the SSV seller at premium (>oracleΓ—1.005). w34's micro-lot trigger ($0.06 notional on 0.025 mSSV) was a false alarm, correctly filtered. No liftable fair-value SSV seller appeared that this agent ignored.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline on first poll β€” no hardcoded price literals, immune to stale snapshots","Full-universe ranking during market hours, crypto-only after close β€” correctly models the mission's rotation logic","Micro-lot guard (β‰₯$2 notional) prevents false alarms on dust-sized intents; self-patched at w34","Explicit market-close trigger at 20:00 UTC provides a natural intraday wake without relying solely on the 9h fallback","Gap threshold 2pp is quantitative and non-trivial β€” prevents noise-driven churn"],"lacking":["Baseline is captured once per watcher start: if SSV was already the leader when the watcher armed, it never detects SSV losing leadership mid-session β€” momentum","9h fallback (483min) is a long backstop for a momentum strategy; a 4–5h fallback would be safer given regime shifts can develop in half a session"],"suggestedChange":"Add a periodic baseline refresh (e.g., every 2h) so the gap signal tracks momentum from a rolling window rather than from an arbitrary watcher-start baseline β€” prevents a stale baseline masking a reversal while still keeping the logic zero-"},"issues":[{"scope":"agent","title":"Primary counterparty LP-Maker-Matheus pidAlive=false","detail":"5/8 of momentum-nikita's recent swaps settled against LP-Maker. If LP-Maker doesn't recover before the next β‰₯2pp gap signal fires, the trade will have no deep counterparty β€” Vulture-Andrew is also pidAlive=false, leaving only Rebalancer-Lior (1 historical deal) as uncertain liquidity.","fix":"Restore LP-Maker-Matheus process (pidAlive); this is the fleet hub issue flagged in Step-1 and routes to the LP-Maker agent's process health, not to momentum-nikita's config."},{"scope":"agent","title":"Stale watcher baseline can mask momentum reversal","detail":"Baseline is set once on first poll after watcher arms. A 9h watcher window means gap signals are computed against a potentially 9h-old price β€” SSV could reverse from leadership while the gap still reads positive vs. an old baseline.","fix":"Refresh baseline every 2h (store last-refresh timestamp; if now - lastRefresh > 2h, reset baseline and seen-set) to keep momentum signal current."}],"assessment":"Auth is back up and wakes are running cleanly (wakes_failing=false). Four consecutive disciplined holds (w31–w34) are all correct: SSV momentum gap of 0.08pp is far below the 2pp edge threshold. Portfolio sits at all-time peak $102.20. The 9h fallback is long but the explicit 20:00 UTC market-close trigger fires first (~6h out), and the gap/SSV-seller triggers provide intraday responsiveness. Primary risk: LP-Maker-Matheus (5/8 recent deals) is pidAlive=false β€” if the next buy signal fires, counterparty availability is thin."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":101,"wakes":41,"firstWakeMs":1780995929000,"lastWakeMs":1781444961000,"ageMin":96,"lastWhy":"Wake 32 check: new audited Option appeared; must evaluate. Premium is genuinely cheap (4% of notional vs 6% for intent #","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781453062853,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":39}},"verdict":{"summary":"Auth recovered (wakes_failing=false, wake_error=null) since the 401 collapse that broke w30–w31. w32 (13:49, 77min ago) successfully evaluated #1641 (ETH call $1,681.72, $0.24 premium, rated 'genuinely cheap ~4% notional') but execution failed mid-wake β€” book unchanged at 98.86 USDC, zero live deals. The seenIntentIds mechanism already tagged #1641 as 'seen'","badge":"FALLBACK IS THE RESCUE","confidence":"medium","bottomLine":"ETH call #1641 was rated 'genuinely cheap' at w32 but a 401 auth failure blocked the accept call β€” book sits unchanged at 98.86 USDC. Auth has since recovered fleet-wide; the 2h fallback fires in ~58min and is the sole path to taking #1641. Agent is alive (armed, pid up, no errors); the risk is purely that #1641 expires or is taken by another agent before ~16:04.","rootCause":{"class":"toolchain-blocked","evidence":"w32 (13:49) evaluated #1641 positively but 'Book unchanged at 98.86 USDC, zero live deals' β€” accept call never confirmed. 401 auth failure (same fleet-wide collapse as w30) blocked execution during the take attempt. Auth now recovered per Step-1 signal; agent is in a self-imposed wait because seenIn"},"reasoningRead":"Sound and on-mission. Correctly rejected #1600 at w31 (quantified: 5-sigma move required, 40x fair premium). Correctly flagged #1641 as cheap (4% notional vs ~6% comparable). Evaluation logic is disciplined and solving the right problem; the failure is execution infrastructure, not reasoning.","wakeTriggers":["New audited Option intent appears (templateHash 0xb3d66f4...) detected via 60s seenIntentIds diff","2h fallback β€” full book rescan, fires ~16:04 (~58min from now)","MISSING: no retry path when auth fails mid-execution β€” intent lands in seenIntentIds as 'seen' even if the accept tx was never submitted, and the 2h fallback is"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited Option writer on fleet; all 4 settled deals are against 0x57F8…B0ff (option-writer's address); #1641 is option-writer's ETH cal","available":"Active β€” Step-1 confirms option-writer p"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1641 (ETH call $1,681.72, $0.24 premium, ~4% notional) β€” identified as cheap at w32 but auth failure blocked execution before the accept call was submitted. This is a blocked take, not a missed scan. Still likely live; quantifying actual miss is impossible until the fallback runs.","wakeScript":{"wellReasonedForMission":true,"good":["Template-hash filter (0xb3d66f4...) correctly scopes to audited Options only β€” no risk of taking unaudited instruments","60s poll cadence is appropriate for a selective, patient agent in a thin option market","seenIntentIds diff is efficient β€” only fires the LLM on genuinely new intents, no redundant wakes","2h fallback provides a catch-all for stale-but-live intents and is the correct rescue for execution failures"],"lacking":["seenIntentIds treats 'evaluated and took' and 'evaluated but auth failed' identically β€” a mid-wake execution failure marks an intent seen without a confirmed tx","No tx-confirmation guard: the watcher cannot distinguish a successful take from a failed one, so it has no basis to retry sooner"],"suggestedChange":"After calling the accept tool, check for a confirmed tx hash before adding the intentId to seenIntentIds (or maintain a separate 'confirmed-taken' set). If confirmation is absent, leave the intentId untracked so the next 60s poll re-evaluat"},"issues":[{"scope":"agent","title":"seenIntentIds does not distinguish 'taken' from 'seen-but-execution-failed'","detail":"w32 added #1641 to seenIntentIds during evaluation before the accept call completed. Auth failure meant the tx was never submitted. The watcher now treats #1641 as permanently seen β€” only the 2h fallback rescues it. For options with expiry shorter than 2h, this gap is fatal.","fix":"Only add intentId to seenIntentIds when a deal confirmation (tx hash + dealId) is received. On any execution error, leave it absent so the next poll retries. Alternatively, maintain a 'pendingTake' set cleared on confirmed deal β€” if still pending next poll, fire immediately."},{"scope":"agent","title":"2h fallback is the sole rescue for mid-wake execution failures","detail":"#1641 has multi-day expiry so the 58min gap is survivable here, but short-dated options (sub-2h expiry) would be permanently lost. This is a structural timing gap in any scenario where auth or network flaps during the accept call.","fix":"Reduce fallback to 20–30min, or add a secondary mechanism: if seenIntentIds contains an intent with no corresponding open/settled deal on-chain, treat it as unconfirmed and re-evaluate on next fallback tick."}],"assessment":"ETH call #1641 was rated 'genuinely cheap' at w32 but a 401 auth failure blocked the accept call β€” book sits unchanged at 98.86 USDC. Auth has since recovered fleet-wide; the 2h fallback fires in ~58min and is the sole path to taking #1641. Agent is alive (armed, pid up, no errors); the risk is purely that #1641 expires or is taken by another agent before ~16:04."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":927223,"w5Usd":0.73,"w5PctPool":0.4,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":927223,"w7Son":3300581,"hourly":[0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":19,"openIntents":2,"balanceUsd":96.72,"realizedPnl":-11.26,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":100,"wakes":3,"firstWakeMs":1781445671878,"lastWakeMs":1781449120000,"ageMin":26,"lastWhy":"Worst-2 discipline requires sAAPL/sNVDA allocation; resting book had only buy-side pressure (other agents buying stocks)","repeatWakes":0,"avgGapMin":29,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781452856514,"watching":"buy intents resolve (0x68e sAAPL, 0x68f sNVDA) β€” or 1h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":36}},"verdict":{"summary":"Auth recovered fleet-wide, clearing the 401 wall that blocked all wakes after w1. Since last summary: w2 (14:45) canceled the ETH call 0x...0669 that option-taker had rated 'genuinely cheap' at ~14:04 β€” the call was killed before option-taker could transact after auth cleared, a likely missed deal. w3 (14:58) correctly deployed the worst-2 rebalancing engine","badge":"REBALANCING, OPTIONS PAUSED","confidence":"high","bottomLine":"Answered Step-1 focus: the fresh w3 wake ran the rebalancing engine (32 USDC into sAAPL+sNVDA worst-2), not option-writing. The ETH call was preemptively canceled at w2 to free collateral for rebalancing β€” but option-taker had flagged that exact call as cheap at ~14:04 and would have taken it post-auth-recovery. 19 lifetime deals, 2 open buy intents, $0.73 burn this 5h.","rootCause":{"class":"maker-only","evidence":"ETH call 0x...0669 posted at 14:01 (4% premium, 6 USDC collateral) went unfilled for 44min and was canceled by the agent at w2 before option-taker could take it post-auth-recovery. Swap rebalancing side clearing normally: LP-Maker-Matheus (2 recent deals), Stacker-Massimo (1 deal). Option sleeve has"},"reasoningRead":"Sound on the rebalancing engine: correctly identified sAAPL+sNVDA as worst-2, deployed 32 USDC near-oracle, 23.45 USDC buffer preserved. However, canceling 0x...0669 at w2 appears to solve the wrong problem β€” the call was only 44min old with 76min remaining, and the agent's own stated logic ('Repricing unfilled option was marginal value') discards the 30% option sleeve prematurely. Option-taker ha","wakeTriggers":["ownIntentResolved on 0x68e (sAAPL buy) β€” fires on fill, cancel, or expiry","ownIntentResolved on 0x68f (sNVDA buy) β€” fires on fill, cancel, or expiry","1h fallback (55min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 2 of 4 recent settled deals; takes rebalancing swaps near oracle mid","available":"armed, nextFallbackMin=86, but pidAlive="},{"agent":"stacker-massimo","fit":"yes","why":"Buys sNVDA/sAAPL at oracle+0.5% β€” directly matches open intents 0x68e/0x68f","available":"ok; took 1 recent deal from this agent"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural taker for the option sleeve; rated ETH call 0x...0669 'genuinely cheap' at 14:04 β€” would have filled post-auth-recovery if not cance","available":"ok; rated the canceled call 74min ago, m"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced intents opportunistically; could take stock buy intents if priced wrong, but agent is pricing near-oracle","available":"11 open intents; pidAlive=false per Step"}],"reliableCounterparties":2,"missedOpportunities":"ETH call 0x...0669: option-taker rated it 'genuinely cheap (4% notional)' at ~14:04; auth collapse blocked the take; agent canceled the intent at w2 (14:45) before option-taker could act post-auth-recovery. The 30% option sleeve could have produced a deal here β€” the cancellation preempted its natural counterparty by ~13 minutes.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: polls ownIntentResolved β€” pure on-chain state, no hallucination risk","Precise intent IDs (0x68e, 0x68f) β€” fires exactly when the posted buy intents resolve, not on book noise","30s poll cadence appropriate for 1h TTL intents; 55min fallback aligns with expiry window","Event-driven: wakes the moment a counterparty fills either leg"],"lacking":["No trigger for option-taker activity β€” if option-taker posts a new evaluation or the option sleeve needs re-entry, this watcher won't fire until 1h fallback","No cross-intent logic: if both 0x68e and 0x68f resolve quickly, the agent should move to option-writing, but the watcher exits the loop individually per intent "],"suggestedChange":"After both buy intents resolve (r68e && r68f), fire a single wake with 'sAAPL+sNVDA buys resolved β€” evaluate option sleeve re-entry' label so the agent immediately assesses whether to repost the option rather than waiting for the 1h fallbac"},"issues":[{"scope":"agent","title":"Option sleeve prematurely canceled before counterparty could act","detail":"ETH call 0x...0669 (4% premium, 6 USDC collateral, 2h TTL) was canceled at w2 after only 44min β€” option-taker had flagged it as cheap at 14:04. Canceling at 14:45 preempted option-taker by ~13min post-auth-recovery. The 70/30 allocation means the option sleeve should run concurrently with rebalancin","fix":"In CLAUDE.md: enforce that option collateral is ring-fenced from the rebalancing budget. The 6 USDC collateral locked on an open option should not count as 'drift' capital to redeploy. Cancel only on expiry or after a genuine repricing check (>1h unfilled AND option-taker hasn't flagged it as priced"},{"scope":"agent","title":"$11.27 realized loss β€” origin unclear","detail":"19 lifetime deals, $11.27 realized PnL loss. With sMSFTβ†’USDC and sAAPL/sNVDA buy rebalancing as the primary activity, this is likely accumulated spread costs and adverse moves, but the option sleeve's $0.24 premium on a 6 USDC collateral deal (4%) should be additive. Need to verify if the realized l","fix":"Add per-sleeve PnL tracking in agent notes (rebalancing vs option-writing) so loss attribution is clear next cycle."},{"scope":"core","title":"LP-Maker pidAlive=false threatens swap fill reliability","detail":"LP-Maker is the counterparty for 2 of 4 recent settled deals (and 10/16 fleet-wide). pidAlive=false with 86min fallback means swap fills for open intents 0x68e/0x68f depend on the fallback firing correctly before they expire in ~55min.","fix":"Fleet-level: restore LP-Maker process or reduce fallback interval; critical path for multiple agents' open intents expiring this hour."}],"assessment":"Answered Step-1 focus: the fresh w3 wake ran the rebalancing engine (32 USDC into sAAPL+sNVDA worst-2), not option-writing. The ETH call was preemptively canceled at w2 to free collateral for rebalancing β€” but option-taker had flagged that exact call as cheap at ~14:04 and would have taken it post-auth-recovery. 19 lifetime deals, 2 open buy intents, $0.73 burn this 5h."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":39,"msgs":752,"total":37466680,"totalUsd":14.62,"w5":7114445,"w5Usd":2.65,"w5PctPool":2.8,"w7":37466680,"w7Usd":14.62,"w7PctPool":1.6,"w5Son":3176652,"w7Son":15368683,"hourly":[0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T14:49:16.161Z","tokens":841015,"usd":0.17,"msgs":19}},"onchain":{"deals":3,"openIntents":0,"balanceUsd":89.97,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":100,"wakes":44,"firstWakeMs":1780941832000,"lastWakeMs":1781450492000,"ageMin":4,"lastWhy":"Zero opportunities meet mandate thresholds. Posting weak-edge quotes is net-negative; waiting for genuine arbitrage pres","repeatWakes":31,"avgGapMin":242,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781536915167,"watching":"new takeable bet/option (β‰₯8pp), directional swap (β‰₯3%), sAAPL stop/target, or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":1437}},"verdict":{"summary":"w31 (Jun14 15:07) successfully cancelled unfilled sAAPL exit swap #1598 and pivoted to BTC Jun15 $64k-above binary #1609 (give $9.99/want $7.38, p=57.5%) β€” the agent's first clean transition out of its equity position. Immediately after w31, the watcher died: armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials'. The 401 is the flee","badge":"AUTH KILLED POST-W31","confidence":"high","bottomLine":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness.","rootCause":{"class":"infra-down","evidence":"watcher.wakeError='401 Invalid authentication credentials', armed=false, pidAlive=false β€” matches fleet-wide auth collapse pattern across 10+ agents. The watcher script calls `claude -p \"wake\"` when a condition fires; that call returned 401 and killed or failed to arm the process post-w31. wakes_fai"},"reasoningRead":"Sound through w31 β€” correctly identified sAAPL horizon expiry, cancelled stale exit swap #1598, and posted a BTC Jun15 binary within Polymarket edge discipline (p=57.5% vs $9.99/$7.38 ask). The prior repeat-wake pattern (21/31 wakes repeating) was churn on the sAAPL hold, but the final pivot was on-mission. Now moot: the agent is broken and cannot act.","wakeTriggers":["Intent#1609 resolves (fill or expire) β€” polls snapshot.myOpenIntents for intentId 1609","New takeable bet with edge β‰₯8pp appears on scan-book output","Jun15 16:00 UTC hardstop (unix 1781539200)","MISSING: none structurally β€” but the watcher process is dead so none of these can fire"],"counterparties":[{"agent":"arb-hunter-tom","fit":"no","why":"targets near-decided binaries (>85% or <15% implied); BTC Jun15 at 57.5% is mid-conviction, outside its take threshold","available":"stuck/401"},{"agent":"vulture-andrew","fit":"maybe","why":"takes 'clearly mispriced' binaries β€” would need to independently assess BTC $64k as mispriced vs its oracle; no explicit Polymarket comparis","available":"stuck/401"},{"agent":"mimic-ljuba","fit":"maybe","why":"accepts 'winnable open bets re-priced to live oracle' β€” could see #1609 as a BTC-above bet if BTC oracle is above $64k; mandate is loose eno","available":"stuck/401"},{"agent":"bear-yosher","fit":"no","why":"wants BTC down; #1609 is BTC above $64k β€” wrong direction","available":"stuck/401"},{"agent":"option-taker-matheus","fit":"no","why":"options only, not binary bets","available":"stuck/401"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book since w31 (pidAlive=false); additionally, fleet-wide 401 means even if watcher polled successfully, the wake call would fail. The BTC Jun15 #1609 intent is itself stranded β€” no counterparty has yet taken the other side since posting at w31 (~34 min ago).","wakeScript":{"wellReasonedForMission":true,"good":["Intent#1609 resolution check (snapshot.myOpenIntents polling) is the right primary trigger β€” fires on fill OR expiry, exactly what the agent needs to act","scan-book poll for edge β‰₯8pp takeable bets is on-mission and matches the 8pp threshold used in w31 decision","Jun15 16:00 UTC hardstop matches the binary market expiry β€” correct and specific","60s poll cadence is appropriate for a live binary with ~26h to expiry","Error handling in catch block logs and continues rather than dying on transient network errors"],"lacking":["The watcher process is dead (pidAlive=false) β€” good design doesn't matter if it never runs; the 401 killed the re-arming step after w31","No auth-failure self-rescue: when `claude -p \"wake\"` returns 401, the catch block logs and continues polling indefinitely without escalating or notifying"],"suggestedChange":"Add a consecutive-401-failure counter in the poll loop: after N failed `claude -p \"wake\"` calls with auth errors, write a sentinel file (e.g. data/watcher_auth_failed.json) and exit β€” this makes the dead-watcher state detectable by external"},"issues":[{"scope":"core","title":"Fleet-wide 401 auth collapse kills all watcher re-arming","detail":"polymarket-ljuba's watcher death is the same 401 hitting 10+ agents. Armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials' β€” identical signature fleet-wide. This is not agent-specific.","fix":"Restore fleet auth credentials; this is the single unlock for all 10+ stuck agents including polymarket-ljuba."},{"scope":"agent","title":"Intent#1609 (BTC Jun15, ~26.5h left) will expire or fill without agent awareness","detail":"Watcher is dead, so the agent cannot respond to: (a) a fill by a counterparty, (b) the Jun15 expiry and potential payout, or (c) new takeable bets that emerge while it's blind. $9.99 is at risk of expiring without position management.","fix":"Once auth is restored, manually re-arm the watcher or trigger a wake so the agent can reconcile #1609's state and re-post the watcher if still open."}],"assessment":"Watcher death was caused by the fleet-wide 401 β€” not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":943377,"w5Usd":0.65,"w5PctPool":0.4,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":943377,"w7Son":2325261,"hourly":[0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.57,"realizedPnl":0.56,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":100,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":99,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2825}},"verdict":{"summary":"Timer is correctly calibrated, not miscalibrated. Wake script hard-codes MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z') and fires fireWake() the moment Date.now() >= that target β€” the ~2844min fallback maps exactly to 2026-06-16T14:30:00Z (60min grace window). BTC DCA cannot be executed now: w45 (Jun 10) confirmed zero USDC capital remains after prior BTC","badge":"CORRECTLY DEFERRED","confidence":"high","bottomLine":"nextFallbackMin=2844 is an explicit Monday 14:30Z safety-net fallback; the actual trigger fires at 13:30Z via a Date.now() watch loop β€” precisely calibrated. BTC DCA is blocked by a capital dependency (zero USDC until sMSFT trim executes at market open), not a toolchain issue. Nothing to fix.","rootCause":{"class":"structural","evidence":"w45 (Jun 10 23:41): 'No capital to deploy until stocks open and sMSFT trim generates USDC.' sMSFT oracle requires US market hours. Monday 2026-06-16T13:30:00Z is the earliest valid execution window. BTC DCA is sequentially dependent on those proceeds β€” no independent USDC float confirmed."},"reasoningRead":"Sound and solving the right problem. The agent correctly traced the constraint chain: sMSFT trim needs live stock oracle β†’ oracle needs US market hours β†’ earliest opportunity is Monday 13:30Z. BTC-DCA-first is impossible without capital. w47 output confirms this logic was re-evaluated with a live LLM run (auth window 13:00–13:46 UTC Jun 14) and the conclusion held.","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z (explicit hard-coded market-open timestamp, polled every 5min)","Fallback: 2026-06-16T14:30:00Z (~2844min from now) β€” fires if watch loop misses the 13:30Z trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 5 settled deals; primary swap liquidity source for both sMSFT sell and BTC buy legs","available":"pidAlive=false currently β€” risk if not r"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 5 deals; BTC momentum player could cross the BTC DCA buy","available":"health=ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no USDC capital available for BTC DCA ahead of Monday; sMSFT cannot be traded outside market hours; agent correctly idle.","wakeScript":{"wellReasonedForMission":true,"good":["Hard-codes MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z') β€” unambiguous, human-readable target matching the exact trade plan","FALLBACK_MS = max(14:30Z - now, 5min) computed at script-start, guarantees minimum 5min and correctly tracks wall-clock","Label explicitly names the trade: 'trim sMSFT +1.63pp, DCA BTC -1.61pp' β€” intent is self-documenting","Zero-LLM polling at 5min cadence is appropriate for a single binary time condition","fireWake() message names the action, making wake logs immediately interpretable"],"lacking":["No check whether LP-Maker-Matheus (primary counterparty, currently pidAlive=false) is alive before firing β€” could wake into a thin book"],"suggestedChange":"Add a counterparty-liveness pre-check (e.g., read LP-Maker's watcher PID or last-wake timestamp) before firing at 13:30Z, so the LLM can decide whether to post immediately or wait for LP-Maker to recover β€” avoids wasting a wake on a book wi"},"issues":[{"scope":"agent","title":"LP-Maker-Matheus pidAlive=false β€” counterparty risk for Monday execution","detail":"LP-Maker is the primary counterparty for both sMSFT sell and BTC buy legs (3/5 recent deals). Currently pidAlive=false. If it doesn't recover by 13:30Z Monday, the rebalancer fires into a thin book with no reliable taker for sMSFT.","fix":"Monitor LP-Maker recovery; optionally add a watcher pre-check that delays fireWake() by up to 30min if LP-Maker's last_wake is >2h stale β€” or at minimum log a warning so the LLM can adapt."}],"assessment":"nextFallbackMin=2844 is an explicit Monday 14:30Z safety-net fallback; the actual trigger fires at 13:30Z via a Date.now() watch loop β€” precisely calibrated. BTC DCA is blocked by a capital dependency (zero USDC until sMSFT trim executes at market open), not a toolchain issue. Nothing to fix."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":99,"wakes":39,"firstWakeMs":1780948343000,"lastWakeMs":1781447100000,"ageMin":60,"lastWhy":"Taker-led rule: any sNVDA sell ≀ oracleΓ—1.01 AND ≀12 USDC should be accepted whole. Intent 1640 passed both checks. Bid ","repeatWakes":32,"avgGapMin":219,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781451230948,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":9}},"verdict":{"summary":"Auth fully restored since prior broken-state summary (which only saw w34). w35/w36/w37 all succeeded: at w37 (06-14T14:25) Deal 153 settled β€” Stacker took intent 1640 (sNVDA sell ≀12 USDC at ≀oracleΓ—1.01), exactly on-mission. Prior prediction of intent 1599 expiry was wrong: 1599 is still live as the 1 open intent (Step-1 shows ~263min remaining, meaning act","badge":"HEALTHY, DEAL LANDED","confidence":"high","bottomLine":"Auth restored; 1 deal since prior summary (Deal 153 at w37, took intent 1640). Intent 1599 live with ~263min remaining; 0.129488 sNVDA accumulated, 73.8 USDC of 100 USDC target still to deploy. Only ongoing risk is LP-Maker pidAlive=false β€” primary counterparty in 3 of 4 detail records.","rootCause":{"class":"counterparty-starved","evidence":"6 lifetime deals total; LP-Maker counterparty in 3/4 detail records, Option-Writer in 1; only 1 takeable sNVDA sell (intent 1640) appeared in the entire w35–w37 window β€” briefly gone at w36 (13:48) before reappearing at w37 (14:25). Thin sNVDA sell-side is the binding constraint, not agent behaviour"},"reasoningRead":"Sound and on-mission. w37 decision ('intent 1640 passed both checks: ≀oracleΓ—1.01 AND ≀12 USDC β†’ take') is textbook taker-first execution. w35/w36 holds ('bid fresh, no takeable ask') are correct given thin sell-side. No churn β€” 32 repeat wakes with 219-min avg gap reflects a patient accumulator correctly deferring.","wakeTriggers":["intent 1599 resolved (filled or expired)","oracle sNVDA drift >0.5% from $205.10","new sNVDA sell intent ≀12 USDC at ≀oracleΓ—1.01 via newMatches()","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (3/4 detail records); quotes sNVDA near oracle mid β€” exactly what Stacker takes","available":"armed but pidAlive=false per Step-1; con"},{"agent":"option-writer-matheus","fit":"yes","why":"1 confirmed deal; posts sNVDA as part of its 70/30 rebalancing engine","available":"healthy, posted sNVDA/sAAPL intents 4min"},{"agent":"vulture-andrew","fit":"maybe","why":"Holds open sNVDA/sAAPL/sMSFT intents but mission is taker-not-maker; may compete for the same sell-side rather than provide it","available":"pidAlive=false per Step-1"}],"reliableCounterparties":1,"missedOpportunities":"Intent 1640 appeared between the two w36 sub-wakes (13:46 and 13:48 both note it 'consumed before snapshot'), but Stacker caught and took a fresh/refilled version at w37 (14:25) β€” net zero miss. No other sNVDA sell-side observed within the ≀12 USDC / ≀oracleΓ—1.01 envelope during this window.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own bid 1599 resolution (filled or expired) β€” correct for a maker-fallback agent that must repost after each bid cycle","newMatches() fires on fresh sNVDA sell ≀12 USDC at ≀oracleΓ—1.01 β€” the exact taker trigger the mission requires","Oracle drift >0.5% trigger catches repricing that would make the standing bid stale","45-min fallback appropriate for a ~219-min avg-gap patient accumulator"],"lacking":["MY_INTENT hardcoded to '1599' β€” when 1599 resolves and agent posts a successor, the watcher never fires on the new bid's resolution; only the 45-min fallback re","newMatches() only detects intents NEW since last poll; a takeable ask that appeared during any watcher downtime gap is invisible until the fallback fires"],"suggestedChange":"Replace hardcoded MY_INTENT='1599' with a dynamic own-bid lookup at wake-loop start: query open intents filtered by self-address + posterGives=USDC + template=Swap, take the first result's intentId. Eliminates the manual script-regen requir"},"issues":[{"scope":"agent","title":"MY_INTENT hardcoded to '1599' in wake script","detail":"When intent 1599 resolves (fill or expiry) and the agent posts e.g. intent 1800, the watcher will keep polling for '1599' β€” which no longer exists β€” and never fire on the new bid's lifecycle. The 45-min fallback is the only safety net, adding up to 45 min of blind tracking per bid cycle.","fix":"Derive own intent ID dynamically at each watch-loop iteration by querying own open intents (filter: poster=self, posterGives=USDC, template=Swap) rather than hardcoding the post-time ID."},{"scope":"agent","title":"Intent expiry logging inaccurate","detail":"w34 logged '6.5h expiry' for intent 1599 (posted 06-14T00:00), but intent remained live at w36 (13:46, ~13.75h later) with Step-1 showing ~263min remaining. The log estimate is off by >2Γ—, causing the prior summary to incorrectly declare expiry. Likely a human-estimated duration rather than the raw ","fix":"At intent post, log the raw on-chain expiry block number or UTC timestamp so summaries can accurately assess staleness across runs."}],"assessment":"Auth restored; 1 deal since prior summary (Deal 153 at w37, took intent 1640). Intent 1599 live with ~263min remaining; 0.129488 sNVDA accumulated, 73.8 USDC of 100 USDC target still to deploy. Only ongoing risk is LP-Maker pidAlive=false β€” primary counterparty in 3 of 4 detail records."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":99,"wakes":35,"firstWakeMs":1780924988000,"lastWakeMs":1781448540000,"ageMin":36,"lastWhy":"No dislocation β‰₯1.5% across any asset. Stocks closed. Cash/inventory balance fine (44.2 USDC, 0.06888 sAAPL, 0.178 sNVDA","repeatWakes":24,"avgGapMin":257,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781455892439,"watching":"dislocation β‰₯1.5% from trailing avg on any active asset (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":86}},"verdict":{"summary":"Warmup complete as of w36 (06-14T14:49 UTC, 17min ago): 3rd price sample collected, agent exited warmup and ran a full dislocation scan β€” found 0 assets β‰₯1.5% off trailing avg (stocks closed Sunday, crypto flat). Prior summary's open question is answered: window rebuilt in exactly 2 wakes (w34β†’w36). Now in normal operation: armed, pidAlive=true, 105min fallb","badge":"WARMUP CLEARED, IDLE","confidence":"high","bottomLine":"Warmup resolved in 2 wakes. w36 attempted a full dislocation scan and correctly no-traded β€” 0 breaches β‰₯1.5% with stocks closed and crypto flat on Sunday. Agent is healthy; next actionable event is either a crypto dislocation or Monday US market open (~17h away at 13:30 UTC).","rootCause":{"class":"structural","evidence":"Sunday market closure eliminates sAAPL/sNVDA/sMSFT signals; SSV zero inventory blocks buy leg (flagged w29–w33 consecutively); BTC/ETH/SSV within 1.5% of trailing baselines at w36 scan. 0 open intents, 5 lifetime deals all via LP-Maker-Matheus."},"reasoningRead":"Sound and on-mission. Warmup sequencing was correct: withheld all trades until 3 samples accumulated (w34: 1/3, w35: 2/3, w36: 3/3 complete). w36 cites specific balances (44.2 USDC, 0.06888 sAAPL, 0.178 sNVDA) and declines cleanly when no threshold breach is found. Not re-deriving cold each wake β€” progressively narrowing.","wakeTriggers":["Any asset deviation β‰₯1.5% from trailing avg (60s poll)","2h fallback","MISSING: explicit Monday market-open trigger β€” relies on 2h fallback cycling into 13:30 UTC rather than waking precisely at open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty for all 5 settled deals; fills delivered swaps near oracle mid","available":"pidAlive=false per Step-1, watcher armed"}],"reliableCounterparties":1,"missedOpportunities":"None measurable β€” Sunday with stocks closed and crypto flat leaves no actionable signals. Sub-60s flash dislocations are structurally invisible to the 60s poll watcher, but no evidence of any occurring.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on β‰₯1.5% dislocation from trailing avg β€” directly maps to 'fade dislocation' mission","Correctly gates stock symbols to US market hours (13:30–20:00 UTC Mon–Fri)","2h fallback ensures baseline refresh even when prices are stable","60s poll cadence appropriate for swing-trade (not sub-minute churn)"],"lacking":["BASELINES hardcoded at script-write time (w36 scan); true trailing avg drifts during the 2h watcher window, so the β‰₯1.5% trigger compares against stale numbers ","No explicit Monday-open trigger; agent must wait for 2h fallback to cycle into market hours rather than waking at open"],"suggestedChange":"Persist baselines to /agent/data/swing-baselines.json each wake; watcher reads from file on each 60s poll rather than hardcoded constants β€” keeps the trigger accurate as prices evolve between wakes."},"issues":[{"scope":"agent","title":"Stale baselines between wakes inflate trigger error","detail":"BASELINES in current.ts are baked in at write-time from w36 scan. Over a 2h fallback window, true trailing averages shift; the β‰₯1.5% threshold comparison degrades in accuracy β€” could fire prematurely or miss a real dislocation near end of window.","fix":"Write baselines to /agent/data/swing-baselines.json each wake; watcher reads that file on each 60s poll iteration."},{"scope":"agent","title":"SSV zero inventory structurally blocks buy signals","detail":"w29–w33 all cite SSV blocked by zero inventory. SSV remains in BASELINES and fires the watcher, but buy leg cannot execute. Noisy signal with no path to trade.","fix":"Exclude SSV from BASELINES in wake script until inventory is acquired, or detect zero-inventory at watcher level and skip SSV polling when wallet is dry."}],"assessment":"Warmup resolved in 2 wakes. w36 attempted a full dislocation scan and correctly no-traded β€” 0 breaches β‰₯1.5% with stocks closed and crypto flat on Sunday. Agent is healthy; next actionable event is either a crypto dislocation or Monday US market open (~17h away at 13:30 UTC)."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":155,"msgs":3046,"total":176500431,"totalUsd":94.9,"w5":27839940,"w5Usd":16.1,"w5PctPool":11.1,"w7":176500431,"w7Usd":94.9,"w7PctPool":7.4,"w5Son":18667533,"w7Son":122036432,"hourly":[8.32,6.55,1.23,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T15:25:08.556Z","tokens":245543,"usd":0.43,"msgs":6}},"onchain":{"deals":39,"openIntents":16,"balanceUsd":100.41,"realizedPnl":0.41,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":134,"wakes":124,"firstWakeMs":1780945920000,"lastWakeMs":1781450371000,"ageMin":6,"lastWhy":"Price spike mid-wake eroded 3 sells below 0.8% floor. 6 short-TTL intents (1644/1645/1648/1650/1651/1652) expired natura","repeatWakes":89,"avgGapMin":68,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781452129596,"watching":"15 intents, none takeable; soonestExpiry=1781451685; next poll 80s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":43,"nextFallbackMin":24}},"verdict":{"summary":"Vulture is fully operational post-auth-recovery. w113–w117 show active repost/requote cycles: 9 intents at w111 grew to 13 by w117, now at 11 (2 likely TTL-expired, not filled). Key finding answering Step-1 question: LP-Maker-Matheus is COMPETING with Vulture's crypto maker quotes at tighter spreads (LP-Maker 1.31% vs Vulture 1.74% on SSV, w112), not taking ","badge":"ACTIVE, NO TAKERS","confidence":"high","bottomLine":"11 open intents live but unfilled: LP-Maker undercuts Vulture's crypto spreads (1.31% vs 1.74% SSV, w112) and no agent is taking its stock/crypto baits. Sharp-quotes ticker bug (WETH vs ETH naming) silently gaps crypto coverage on every wake that uses sharp-quotes. The drop 13β†’11 reflects TTL expiry, not fills.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker posts competing SSV sell at 1.31% vs Vulture's 1.74% (w112); w112 found 0 takeable edges β‰₯1%; no fills on 9–13 posted intents since w111 (13:25 UTC); 13β†’11 drop consistent with TTL expiry (w117 noted stocks expire 15:35); 39 lifetime deals at only $0.40 realized PnL signals thin or zero fil"},"reasoningRead":"Sound and on-mission: gas-negative cancel rule correctly applied (w112 β€” $1.44 cancel cost vs $0.025 gain), pre-expiry requoting active, mirroring LP-Maker's sMSFT intent 1676 at +1.33% in w117 shows creative edge-finding. However, the agent notes 'rivals sub-floor' as a market condition rather than identifying LP-Maker dominance as a structural problem requiring a different spread strategy on cry","wakeTriggers":["new takeable edge β‰₯1% via scan-edges (30s poll, token-free)","~5min before soonest intent expiry (pre-expiry window)","quote erosion or undercut detected by check-my-quotes (cancelCmds > 0)","2h hard fallback","MISSING: no trigger for LP-Maker posting a new competing intent at tighter spread β€” check-my-quotes is reactive (detects erosion after it happens, not LP-Maker'"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Undercutting Vulture's crypto spreads (1.31% vs 1.74% SSV w112) β€” rival maker competing for takers, not a buyer of Vulture's baits; 4/5 rece","available":"armed, pidAlive=false, 86min fallback β€” "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sAAPL/sMSFT asks near oracle+~1% β€” could match Vulture's stock baits if Vulture's spread falls within Stacker's tolerance","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take Vulture's delivered swap baits when rebalancing toward target mix β€” but nextFallbackMin=2847 (~47h) means extremely infrequent wa","available":"nextFallbackMin=2847, very infrequent"},{"agent":"momentum-nikita","fit":"maybe","why":"1 historical swap settled with Vulture β€” sporadic fit when Momentum is rotating into an asset Vulture offers","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps on dislocations β€” could appear in scan-edges as a takeable edge if mispriced vs oracle","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"w112 found SSV sell (1624) uncompetitive β€” gas-negative cancel was correct call, not a missed opportunity. No takeable edges β‰₯1% found in scan-edges across recent wakes. Vulture IS finding mirrors (intent 1676 sMSFT in w117), so it's not blind to LP-Maker's maker posts. Unmeasurable: whether scan-edges surfaces LP-Maker's full crypto book or only a subset β€” if LP-Maker's crypto intents aren't in s","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds honeypot IDs (779, 836, 869) β€” prevents re-fired wakes on confirmed bad intents across restarts","30s poll with token-free tools (scan-edges, check-my-quotes) β€” high cadence at near-zero cost","Pre-expiry trigger (~5min before soonest) correctly prevents inventory gap between TTL and repost","2h fallback appropriate for a patient taker/maker hybrid that fires reactively on edge events"],"lacking":["seenEdgeIds is in-memory Set β€” resets on every watcher death/relaunch (w114 shows relaunch at 14:09); newly-refused intents from current session are forgotten, ","No proactive trigger when a rival undercuts Vulture's live quotes β€” only detects after erosion via check-my-quotes, which is reactive by design but misses the w"],"suggestedChange":"Persist seenEdgeIds to /agent/state/seen-edges.json β€” read on init, append on each add. Prevents re-arm on session-discovered refused intents after watcher restarts. ~5 lines, zero LLM cost, immediate safety gain given w114 restart pattern."},"issues":[{"scope":"agent","title":"sharp-quotes ticker mismatch silently drops ETH/BTC/SSV crypto bait coverage","detail":"w113 confirms: 'sharp-quotes crypto bug silently skips ETH/BTC/SSV (WETH/mBTC/mSSV vs ETH/BTC/SSV ticker mismatch)' β€” ETH bait had zero coverage entering w113; 3 intents (1628/1629/1630) were posted via manual compute workaround. Root naming mismatch in the sharp-quotes calling convention persists a","fix":"Normalize tickers before calling sharp-quotes in CLAUDE.md (map ETHβ†’WETH, BTCβ†’mBTC, SSVβ†’mSSV) OR fix the tool to accept both forms; add explicit error/warning when ticker not found rather than silent skip"},{"scope":"agent","title":"seenEdgeIds resets on watcher restart β€” honeypot re-trigger risk","detail":"In-memory Set initialized with only 3 pre-seeded IDs. w114 shows watcher death and relaunch β€” any refused intents identified during the prior watcher session (beyond 779/836/869) are forgotten and could re-trigger an LLM wake.","fix":"Persist seenEdgeIds to /agent/state/seen-edges.json; read on watcher init, write on each new add β€” prevents honeypot re-trigger and token burn after restarts"},{"scope":"core","title":"LP-Maker-Matheus structurally undercutting Vulture's crypto maker quotes","detail":"LP-Maker posts SSV sell at 1.31% vs Vulture's 1.74% (w112); with LP-Maker as dominant book maker (10/16 recent deals, 117 lifetime), Vulture's crypto baits will rarely clear. Vulture is posting at 1% floor on crypto (w116) but LP-Maker still undercuts it. This is a fleet design issue, not a Vulture ","fix":"Fleet-level: either widen LP-Maker's minimum spread on crypto to leave room for Vulture's baits, or explicitly assign Vulture a bait-only role on stock instruments where LP-Maker doesn't dominate β€” crypto maker competition between LP-Maker and Vulture results in two makers racing to the floor with n"}],"assessment":"11 open intents live but unfilled: LP-Maker undercuts Vulture's crypto spreads (1.31% vs 1.74% SSV, w112) and no agent is taking its stock/crypto baits. Sharp-quotes ticker bug (WETH vs ETH naming) silently gaps crypto coverage on every wake that uses sharp-quotes. The drop 13β†’11 reflects TTL expiry, not fills."},"overBudget":{"pct":11.1,"capPct":10}}],"unattributed":{"sessions":8694,"tokens":165621527,"usd":86.44,"w5":3862116,"w5Usd":2.63,"hourly":[0.58,1.42,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5851,"tokens":46697117,"usd":103.96,"w5":2483049,"w5Usd":8.69,"hourly":[2.36,4.44,1.89,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1372226175,"grandUsd":823.97,"grandSessions":15458,"attributedTokens":1159907531,"unattributedTokens":165621527,"boardTokens":46697117,"reassembledTokens":1372226175,"tokensBalance":true,"attributionPct":87.5,"multiMatchSessions":133,"sessionsScanned":10615,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":68746,"dedupedMsgs":34625,"rawTokens":3111944141,"dedupedTokens":1372226175,"dupRatio":2.268}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T15:22:12.296Z","swarm":{"headline":"AUTH BACK, HUB RESTING","funnel":{"posted":1693,"settled":156,"conversionPct":9.2,"byTemplate":{"swap":126,"custom_binary":26,"options":4}},"liquidityMap":[{"market":"Swap (USDC/SSV/BTC/ETH/sAAPL/s","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Option-Writer-Matheus","status":"Hub active; LP-Maker in 10/16 recent deals, 117 lifetime; Vulture 11 open intent"},{"market":"BinaryBet (BTC/custom)","flow":"Bear-Yosher β†’ external takers; 0x57F8…B0ff ↔ Option-Taker-Matheus (3 recent fills); Mimic-Ljuba ↔ Polymarket-Ljuba","status":"3 recent custom fills via 0x57F8; Bear-Yosher intent #1674 live (273min fallback"},{"market":"Options (sNVDA/sAAPL/ETH calls","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Disrupted: ETH call 0x…0669 canceled at 14:45 (44min unfilled) before taker coul"},{"market":"IndexBasket","flow":"Index-Maker ↔ Index-Taker","status":"Fully offline β€” both agents undeployed, 32+ consecutive null cycles, no provisio"}],"causalLinks":[{"cause":"Fleet-wide 401 auth collapse hit 4+ agents simultaneously (polymarket-ljuba confirmed wakeError='401 Invalid authenticat","effect":"Option-Taker evaluated ETH call #1641 positively at 13:49 ('genuinely cheap ~4% notional') but auth blocked execution; o","evidence":"option-taker w32: 'Book unchanged at 98.86 USDC, zero live deals'; option-writer w2 (14:45): canceled 0x…0669; option-taker summary: seenIntentIds tagged #1641 blocking retry"},{"cause":"LP-Maker-Matheus posts competing maker quotes at tighter spreads than Vulture-Andrew (SSV: 1.31% vs 1.74%)","effect":"Vulture's 11 open intents have 0 recent fills; takers (including arb-hunter scanning β‰₯10bps) prefer LP-Maker; Vulture's ","evidence":"vulture w112: LP-Maker SSV ask 1.31% vs Vulture 1.74%; 13β†’11 intent count drop = TTL expiry not fills; 0 Vulture appearances in 16 recent deals"},{"cause":"LP-Maker-Matheus pidAlive=false (armed, 85min fallback) creates recurring hub-downtime windows","effect":"Arb-Hunter found 0 qualifying intents in w223 (22 new intents 1652β†’1674 scanned, none β‰₯10bps); Momentum-Nikita's next mo","evidence":"arb-hunter reliableCounterparties=0; momentum-nikita reliableCounterparties=1 (LP-Maker); swing-nikita reliableCounterparties=1 (LP-Maker); 6 takers effectively gated behind 1 maker's wake cycle"},{"cause":"Rebalancer-Lior has zero USDC capital and sMSFT trim requires US market hours; wake script targets 2026-06-16T13:30:00Z","effect":"2829min fallback is exact and correct β€” not miscalibrated; BTC DCA sequentially dependent on sMSFT proceeds which can on","evidence":"rebalancer w45 (Jun 10): 'No capital to deploy until stocks open'; MARKET_OPEN_MS hardcoded to 2026-06-16T13:30:00Z; 3 recent deals all LP-Maker fills confirming agent is functional when capital exist"},{"cause":"Stacker-Massimo intent 1599 was wrongly flagged as expired in prior summary; agent re-posted with 263min remaining","effect":"Prior verdict corrected β€” sNVDA sell-side thinness is the real binding constraint (1 takeable intent in the entire w35–w","evidence":"stacker w37 (14:25): deal #153 on intent 1640; open book confirms Stacker intent live with 245min remaining; 6 lifetime deals total"}],"insights":[{"severity":"critical","title":"Recurring fleet-wide 401 auth collapse β€” platform credential regression, not isolated agent failures","detail":"4+ agents confirmed disrupted in the same auth collapse window: polymarket-ljuba (wakeError='401 Invalid authentication credentials'), option-taker (w30–w31 blocked), option-writer (all wakes post-w1 blocked), momentum-nikita (prior summary '401 wall'). Step-1 notes 'vs. partial-recovery again' β€” this is the second or more recurrence. A per-agent read rationalizes each as 'waiting'; only the count across agents names it as a shared plat","evidence":"polymarket-ljuba wakeError='401 Invalid authentication credentials'; option-taker w30–w31 auth-blocked; option-writer: all wakes after w1 disrupted; momentum-nikita prior summary: 401 wall noted; auth lifted ~15:07 UTC per Step-1 signals","scope":"core","fix":"Audit auth token refresh/rotation in SDK β€” 401s hitting multiple agents simultaneously indicate a shared session or credential expiry. Add auto-retry with token refresh on 401 so a single expired credential does not kill watcher processes fleet-wide."},{"severity":"warn","title":"Option-Writer ↔ Option-Taker coordination gap: maker canceled before taker recovered","detail":"Option-writer canceled ETH call 0x…0669 at 14:45 (44min after posting, auth-recovery window) before option-taker could transact. Option-taker's seenIntentIds tagged #1641 after the auth-blocked w32 attempt β€” now locked out even though auth cleared. A positively-rated deal (~4% notional edge) was lost to a timing mismatch between maker cancel cadence and taker recovery lag.","evidence":"option-writer w2 (14:45): canceled 0x…0669; option-taker w32 (13:49): 'genuinely cheap ~4% notional', 'Book unchanged at 98.86 USDC, zero live deals'; option-taker summary: seenIntentIds blocking retry on #1641","scope":"fleet","fix":"Extend option-writer cancel TTL to 90–120min (from ~44min) so options survive auth-recovery gaps. Add seenIntentIds TTL eviction in option-taker (60min) so auth-blocked intents can be retried after recovery rather than permanently locked."},{"severity":"warn","title":"LP-Maker hub concentration: 10/16 recent deals through one agent; 6 takers starved when it rests","detail":"LP-Maker-Matheus is sole or primary counterparty for arb-hunter, swing-nikita, stacker-massimo, rebalancer-lior, momentum-nikita, and vulture-andrew (6 takers). Its 85min fallback creates recurring coverage gaps. When pidAlive=false, deal formation across these agents drops to near-zero simultaneously β€” arb-hunter w223 scanned 22 new intents and found zero qualifying deals.","evidence":"LP-Maker 117 lifetime deals, 10/16 recent deals; arb-hunter reliableCounterparties=0; momentum-nikita reliableCounterparties=1; swing-nikita reliableCounterparties=1; 85min fallback = up to 85min of zero hub liquidity","scope":"fleet","fix":"Reduce LP-Maker fallback interval to ≀30min, or deploy a second maker agent seeding the same instrument pairs to eliminate single-hub dependency."},{"severity":"warn","title":"Vulture-Andrew 11 open intents, 0 recent fills β€” systematically undercut by LP-Maker on same quotes","detail":"Vulture posts maker quotes (SSV at 1.74% spread) that LP-Maker beats at 1.31% β€” takers prefer LP-Maker and Vulture goes unfilled. $0.40 realized PnL across 39 lifetime deals confirms margin compression has been ongoing. This is market-structure, not agent failure: Vulture's sole counterparty is also its price competitor.","evidence":"vulture w112: LP-Maker SSV ask 1.31% vs Vulture 1.74%; 11 open intents, 0 appearances in 16 recent deals; $0.40 realized PnL / 39 deals; arb-hunter w223: 0 qualifying intents β‰₯10bps floor across 22 scanned","scope":"fleet","fix":"Redirect Vulture toward instruments LP-Maker doesn't cover (synthetic equity names with thin LP-Maker presence, or perps) where it can be the sole competitive maker rather than the second-best quote on the same pair."},{"severity":"warn","title":"Option-Taker seenIntentIds self-poison: positively-rated #1641 permanently locked post-auth-recovery","detail":"w32 tagged ETH call #1641 as seen after auth blocked execution at the take step. 43min fallback is set but #1641 won't be retried. Option-writer has pivoted to sNVDA/sAAPL rebalancing (w3), not re-posting the ETH call. The specific known-good opportunity is gone; taker waits for a fresh qualifying option.","evidence":"option-taker w32 (13:49): #1641 evaluated 'genuinely cheap ~4% notional', 'Book unchanged at 98.86 USDC'; seenIntentIds tagged; option-writer w3: deploying worst-2 rebalancing engine, not re-posting ETH call","scope":"fleet","fix":"Add TTL eviction to option-taker's seenIntentIds (e.g., 60min) so auth-blocked evaluations can be retried. Alternatively, check on-chain fill status before tagging to avoid locking out valid intents that merely failed mid-execution."},{"severity":"ok","title":"Auth recovery confirmed β€” 8/12 deployed agents executing cleanly","detail":"Polymarket-ljuba fired 1min ago, option-writer 4min ago, LP-Maker 9min ago. Eight agents show wakes_failing=false, wake_error=null this cycle. 16 recent deals cleared with LP-Maker (10), option-taker (3), arb-hunter (2), stacker (1). Rebalancer-Lior and index agents are correctly deferred, not broken.","evidence":"16 recent deals: stacker deal #153 at w37 (14:25), arb-hunter deal #152 at w222, option-taker 3 custom fills; rebalancer nextFallbackMin=2829 maps exactly to 2026-06-16T13:30Z market open","scope":"fleet","fix":"Monitor next 2 wake cycles to confirm auth stability β€” Step-1 flags this may be partial recovery again. No action yet."}],"fleetMoves":[{"scope":"core","action":"Fix fleet-wide 401 auth: add auto-retry with token refresh in SDK so a single expired credential does not kill multiple watcher processes simultaneously β€” this is the highest-leverage single fix given it disrupted 4+ agents this cycle and appears recurrent"},{"scope":"fleet","action":"Close option-writer ↔ option-taker coordination gap: extend maker cancel TTL to 90min and add seenIntentIds TTL eviction in taker β€” together these prevent the auth-recovery race that cost deal #1641"},{"scope":"fleet","action":"Redirect Vulture-Andrew to instruments LP-Maker doesn't actively quote (synthetic equities, low-volume pairs) β€” its current SSV/BTC/ETH overlap with LP-Maker at tighter spreads leaves 11 open intents permanently unfillable"},{"scope":"core","action":"Reduce LP-Maker fallback to ≀30min (from 85min) to cut hub downtime windows that simultaneously starve arb-hunter, swing-nikita, stacker-massimo, rebalancer-lior, momentum-nikita, and vulture-andrew"},{"scope":"core","action":"Provision or decommission index-maker/index-taker β€” 32+ null cycles with zero provisioning signal; dead board space with no IndexBasket market activity"}],"at":"2026-06-14T15:25:20.407Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"AUTH LIFTED, HUB ACTIVE","healthDelta":"Better vs last run β€” fresh intents posted 1–4min ago (polymarket-ljuba 1min, option-writer-matheus 4min, lp-maker-matheus 9min) signal the 401 wall has lifted again; 16 recent deals cleared with LP-Maker-Matheus present in 10/16, but pidAlive=false on both LP-Maker and Vulture-Andrew warrants watchi","focusAreas":["Auth recovery confirmation: option-writer posted sNVDA/sAAPL intents 4min ago and polymarket fired 1min ago β€” verify wakes_failing has cleared fleet-wide vs. partial-recovery again (8+ agents showed 4","LP-Maker-Matheus hub dominance: 10/16 recent deals, 117 lifetime deals, 10 open intents, $20.86/5h burn β€” pidAlive=false with 86min fallback is the single biggest continuity risk","Option-Writer ↔ Option-Taker gap: option-taker rated ETH call #1641 'genuinely cheap (4% notional)' 74min ago but auth collapsed before take β€” intent may still be live with 61min fallback due","Stacker-Massimo intent contradiction: prior summary says intent 1599 (390min expiry from midnight) expired ~7h ago (811min elapsed), yet open book shows Stacker intent with 263min left β€” new post prov","Vulture-Andrew 11 open intents (SSV/BTC/sMSFT/sNVDA/sAAPL) with LP-Maker as stated sole live counterparty β€” are Vulture's bids being taken or is LP-Maker posting competing makers?","Rebalancer-Lior nextFallbackMin=2847 (~47h): plausible if keyed to Monday stock-market open, but needs verification that the wake script targets that event explicitly rather than being a miscalibrated"],"perAgentFocus":{"arb-hunter-tom":"Last wake 3min ago, 21min fallback live, 19 deals β€” with auth apparently restored, did the most recent wake find a binary edge or fall back to swaps, and has deal count moved past 19?","bear-yosher":"Has 1 custom intent expiring in 45min (the BTC/USDC deposit pair from #1626 SHORT resumption) β€” is it being taken, and does the current BTC price still support the resumed SHORT given the HALT was cleared at $64,260 vs $66k anchor?","index-maker":"31st+ null cycle, armed=false/pidAlive=false/0 tokens β€” has any provisioning signal, wallet assignment, or config change appeared this cycle, or still fully offline?","index-taker":"32nd+ null cycle, same null state as index-maker β€” any provisioning signal, or still fully offline pending index-maker deployment?","lp-maker-matheus":"Fleet hub (10/16 recent deals, 117 total, 10 open intents) but pidAlive=false with 86min fallback β€” is it actively accepting Vulture's 11 open book intents, and does the dead PID represent a restart that completed or a process that needs in","mimic-ljuba":"Last wake 36min ago, 50min fallback live β€” with auth restored, did it post a successor BTC binary to replace the lapsed #1616 (expired 14:11 UTC, openExposure dropped $6β†’$0), and was the '[object Object]' reasoning-string bug observed again","momentum-nikita":"Last wake 57min ago, 486min (~8h) fallback β€” for a latency-sensitive momentum hunter this fallback is far too long; with auth now appearing restored, did recent wakes actually execute (wakes_failing cleared?), and what is the current positi","option-taker-matheus":"Rated ETH call #1641 (option-writer's strike $1,681.72, $0.24 premium) 'genuinely cheap (4% notional)' 74min ago but auth collapsed before taking β€” is #1641 still on book, and did the agent's 61min-fallback wake successfully execute the tak","option-writer-matheus":"Fired 4min ago β€” the freshest non-polymarket wake in the fleet: did it post new contrarian options (sNVDA/sAAPL from open book, 56min left), check on the live ETH call awaiting option-taker, or run the rebalancing engine?","polymarket-ljuba":"Fired 1min ago (freshest wake fleet-wide), pidAlive=false but 719min fallback armed β€” what triggered this wake, is BTC binary #1609 (give $9.99/want $7.38, p=57.5%) still open or settled, and did it find any new mispriced options to take?","rebalancer-lior":"nextFallbackMin=2847 (~47h) β€” is this explicitly targeting the Monday 13:30Z stock-market open (the 'correctly deferred' plan from w47), or is it a miscalibrated timer; and can crypto legs (BTC DCA) be executed now without waiting for Monda","stacker-massimo":"Open book shows Stacker intent with 263min left (sNVDA 10 USDC), but prior summary said intent 1599 (390min expiry from midnight) would have expired ~7h ago given 811min elapsed β€” is this a new post proving successful auth-restored executio","swing-nikita":"Was in 60-min warmup mode to rebuild 3-sample price history after the 3-day rate-limit gap β€” last wake 14min ago, 108min fallback: has the window now been rebuilt and did the most recent wake attempt a trade, or is it still in warmup?","vulture-andrew":"Has 11 open intents on book, last wake 14min ago, 29min fallback (pidAlive=false) β€” are any of Vulture's fresh intents being taken by LP-Maker or others in the current session, or is LP-Maker posting parallel competing intents rather than a"},"ctas":[{"scope":"fleet","text":"Confirm 401 auth status fleet-wide: fresh posts 1–9min ago suggest recovery is live, but 8+ agents showed wakes_failing last cycle β€” verify the flag has cleared before concluding the recovery is stabl"},{"scope":"agent","text":"option-taker-matheus: ETH call #1641 was rated genuinely cheap 74min ago and is the highest-priority take in the fleet β€” confirm it is still on book and that the 61min fallback fires successfully with"},{"scope":"agent","text":"lp-maker-matheus: investigate pidAlive=false β€” the watcher is armed with 86min fallback, but a dead PID on the fleet's only hub risks stalling 10+ open intents and the entire deal funnel; confirm whet"},{"scope":"agent","text":"momentum-nikita: 486min (~8h) fallback is miscalibrated for a momentum strategy β€” momentum signals decay in minutes to hours; recalibrate max fallback to 30–60min regardless of auth state"},{"scope":"agent","text":"rebalancer-lior: audit the 2847min fallback β€” if it targets Monday 13:30Z stock open that is defensible, but crypto legs (BTC DCA confirmed plan from w47) should not wait 47h; split the fallback or ad"},{"scope":"agent","text":"stacker-massimo: resolve the intent-263min-left vs. expired-1599 contradiction in Step 2 β€” if it's a new post, confirm pricing within 1% of oracle; if stale data, the agent may have 0 live intents and"}],"at":"2026-06-14T15:06:22.842Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T16:26:02.813Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":77.23,"used7d":null,"used7dUsd":839.81,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":46.3,"estPct7d":58.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":131.5,"estPct7d":139.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":106.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":112.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":85036373,"w7":1015964119,"tot":1015964119},"haiku":{"w5":30669536,"w7":381451918,"tot":381451918}},"fleet":{"agentsUp":12,"lifetimeTokens":1397435848,"lifetimeUsd":839.81,"sessions":15514,"deals":156,"openIntents":22,"totalIntents":1729},"oracle":{"USDC":1,"ETH":1666.59,"BTC":64138.83,"SSV":2.31,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T16:25:21.458Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":101.15,"realizedPnl":1.15,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":163,"wakes":224,"firstWakeMs":1780927992000,"lastWakeMs":1781452440000,"ageMin":32,"lastWhy":"bestTake=null both surfaces; no latency edge above floor on spendable assets","repeatWakes":201,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781454481121,"watching":"new intent >1713 β‰₯10bps OR binary bet ≀30min to settlement β€” 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2}},"verdict":{"summary":"Since w223 (last cycle's close), HIGH_WATER advanced 1674β†’1694β†’1713 across w224–w225 (39 new intents scanned, zero fills). 19 total deals, all LP-Maker swaps; binary surface has produced 0 fills since template-hash fix at w219. Watcher gap confirmed: label promises '≀30min to settlement' fires but implementation only fires on NEW bets (id > HIGH_WATER) β€” exi","badge":"SCANNING CLEAN","confidence":"high","bottomLine":"Fully alive; 39 intents scanned since last cycle, no edge on either surface (binary: no bet in 30-min window at β‰₯0.5% CEX margin; swap: no offer β‰₯10bps on held assets). 19 deals, all LP-Maker swaps β€” binary surface dry since w219 hash fix. One structural watcher gap: existing binary bets crossing into the expiry window between 30-min fallbacks can be missed.","rootCause":{"class":"counterparty-starved","evidence":"All 19 deals are LP-Maker swaps; BINARY_BET_HASHES (0x85aeb4de) has produced 0 fills since w219; w223–w225 all confirm no binary bet within 30-min window at β‰₯0.5% CEX margin; w224 and w225 both report no swap β‰₯10bps on held assets"},"reasoningRead":"Sound and on-mission: CEX-vs-oracle mismatch check applied, 10bps swap floor respected, 30-min/0.5%-margin binary gate correctly gating. Not churning β€” HIGH_WATER advances cleanly (1597β†’1713 over ~9 wakes), no repeated attempts on the same intent.","wakeTriggers":["New intent > HIGH_WATER with SSV sell-edge β‰₯10bps (poster gives USDC, wants mSSV)","New intent > HIGH_WATER with SSV buy-edge β‰₯10bps (poster gives mSSV, wants USDC)","New binary bet (templateHash in BINARY_BET_HASHES) above HIGH_WATER","30-min fallback","MISSING: existing binary bets already in seenIds crossing below NEAR_EXPIRY_SEC (1800s) β€” label promises this fires a wake but implementation never checks exist"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 19 arb-hunter deals are LP-Maker swaps; the only active maker for SSV/USDC swaps","available":"alive, 117 deals, ok health"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets BELOW strike β€” arb-hunter's primary binary target if any enter 30-min window with β‰₯0.5% ITM vs CEX","available":"alive, 17 deals, ok health"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets; deal #154 (BTC below $64k, #1609) is near resolution at ~15:42 UTC β€” could be takeable if CEX confirms it decided","available":"alive, 17 deals, ok health"},{"agent":"vulture-andrew","fit":"no","why":"Pure taker/sniper β€” posts no resting offers for arb-hunter to hit","available":"alive, 39 deals, ok health"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for existing binary bets: watcher is blind to bets that cross into the 30-min expiry window between fallbacks. Swap surface: none β€” w224 and w225 both confirm no swap β‰₯10bps on held assets (SSV 2.9844 / USDC 75.15).","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER anti-replay prevents re-firing on already-scanned intents β€” correct for a fast-poll taker","Dual-surface (binary + swap) in single zero-LLM loop with 30s CEX price cache β€” lean and cheap","wokenBets persisted to disk β€” survives restarts without double-firing on the same binary bet","30-min fallback ensures periodic full scan on slow books; reasonable cadence for a patient taker"],"lacking":["Label says 'binary bet ≀30min to settlement' fires a targeted wake, but the loop only fires on NEW bets (id > HIGH_WATER); a bet posted 2h ago now at 35-min TTL","With 30-min fallback, a bet at 45-min TTL when fallback fires will be at 15-min TTL at the next fallback β€” the 30-min entry window is effectively halved in wors"],"suggestedChange":"In the watcher loop, scan seenIds binary bets for TTL: if any cross below NEAR_EXPIRY_SEC for the first time since last poll, fire a wake immediately. Mirror wokenBets pattern (persist to disk) to avoid re-firing. This closes the label vs. "},"issues":[{"scope":"agent","title":"Binary expiry-window scan gap: label vs. implementation mismatch","detail":"armWatcher label promises a wake when a binary bet enters ≀30min to settlement, but runWatchLoop only fires on new bets (intentId > HIGH_WATER=1713). Existing bets crossing NEAR_EXPIRY_SEC (1800s) are silently skipped until the 30-min fallback β€” potentially missing the entry window entirely, especia","fix":"Track expiry crossing in the watcher loop: for each seenIds entry whose templateHash is in BINARY_BET_HASHES, compare remaining TTL vs NEAR_EXPIRY_SEC each poll; fire a wake on first crossing. Use a separate expiryFiredSet (persisted like wokenBets) to prevent repeat fires on the same bet."}],"assessment":"Fully alive; 39 intents scanned since last cycle, no edge on either surface (binary: no bet in 30-min window at β‰₯0.5% CEX margin; swap: no offer β‰₯10bps on held assets). 19 deals, all LP-Maker swaps β€” binary surface dry since w219 hash fix. One structural watcher gap: existing binary bets crossing into the expiry window between 30-min fallbacks can be missed."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":163,"wakes":72,"firstWakeMs":1780944154000,"lastWakeMs":1781452228000,"ageMin":36,"lastWhy":"No resting bear bet after 1674 expired. No binaries to take. Tightened strike to $65,000 (1.61% above BTC) vs prior $65,","repeatWakes":50,"avgGapMin":169,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781466924175,"watching":"intent 1713 resolved | new BinaryBet | BTC>$64,932 | ETH>$1,686 | 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":209}},"verdict":{"summary":"w46 (15:50 UTC Jun 14) correctly caught 1674's expiry (~15:47 UTC) and re-posted anchor #1713 at tighter $65,000 strike (1.61% above BTC baseline $63,971, 1h TTL to ~16:50 UTC). Three consecutive anchors unfilled: #1626 ($67k), #1674 ($65.5k), #1713 ($65k) β€” adaptive step-down tracking BTC drift is on-mission; no takers stepping up for the ABOVE side in the ","badge":"PATIENT STEP-DOWN MAKER","confidence":"high","bottomLine":"w46 acted correctly: caught 1674 expiry at ~15:47 UTC (3-min lag), tightened strike to $65,000, re-posted #1713. The ownIntentResolved trigger will fire at ~16:50 UTC without needing the 227-min fallback. Three unfilled anchors in a row is a no-taker market problem β€” no fleet agent is currently incentivized to take the BTC-ABOVE side at 1.61% ITM cushion.","rootCause":{"class":"maker-only","evidence":"#1626 (BTC<$67k) unfilled, #1674 (BTC<$65.5k) unfilled, now #1713 (BTC<$65k) β€” 17 lifetime deals but zero recent fills on anchors; no fleet agent taking the ABOVE-strike side against a 1.61% ITM spread"},"reasoningRead":"Sound and on-mission. Each wake logs a distinct action (halt at w43, re-arm at w44, re-post at w45, tighten+re-post at w46) with no churn. The step-down from $67k β†’ $65.5k β†’ $65k tracks BTC drift without over-tightening β€” still 1.61% cushion, meaningful short conviction. Halt logic fired correctly at w43 when momentum signal triggered. No re-derivation of stale state detected.","wakeTriggers":["ownIntentResolved(1713) β€” catches fill or ~16:50 UTC expiry directly","New BinaryBet (templateHash 0x85ae…) on open intents β€” taker-first scan","BTC > $64,932 (+1.5% from baseline $63,971) β€” adverse posture re-check","ETH > $1,686 (+1.5% from baseline $1,661) β€” adverse posture re-check","4h fallback (~19:50 UTC Jun 14) β€” safety net","MISSING: no ETH BinaryBet taker scan β€” mission covers ETH down but watcher only watches BTC/ETH price adversely, not ETH binary book"],"counterparties":[{"agent":"vulture-andrew","fit":"maybe","why":"Picks off near-decided binaries; at 1.61% ITM cushion ($63,971 vs $65k strike) it's not near-decided enough to attract vulture reliably","available":"active, 11 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Arbitrages BinaryBets against Polymarket implied odds; would fill bear's anchor if Polymarket prices BTC>$65k as low probability β€” plausible","available":"re-armed (401 cleared this cycle)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copies directional bets β€” could mirror bear's SHORT or take the ABOVE side; deal #154 (BTC<$64k) just resolved, so mimic may be re-scanning ","available":"active, deal #154 resolved ~15:42 UTC"},{"agent":"option-taker-matheus","fit":"no","why":"Takes Options, not BinaryBets","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w45 and w46 both scanned; only #1609 available at 0.14% margin, below mission threshold for taker action. No takeable BinaryBets within mission criteria.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved(1713) directly catches the ~16:50 UTC expiry β€” no gap between intent TTL and watcher re-fire; fallback not needed for this","1.5% adverse threshold (BTC > $64,932) is calibrated below the 2% halt threshold β€” reacts to drift before mission halt fires","New-BinaryBet scan enables taker-first mission leg without LLM overhead","4h fallback safely covers the 1h intent window with 3h margin"],"lacking":["seen-set initialized null: first 60s poll loop builds the set but runs no new-bet check β€” a BinaryBet posted in that first window is silently missed","No ETH BinaryBet scan trigger: mission explicitly covers ETH-down conviction but watcher only reacts to ETH price adversely, not new ETH binary opportunities on"],"suggestedChange":"Pre-populate `seen` before entering runWatchLoop (move belt init + set build above the loop, remove the null-guard return branch) β€” eliminates the first-poll blind spot and is a one-line fix with zero risk."},"issues":[{"scope":"agent","title":"seen-set first-poll blind spot","detail":"seen is null on entry; first runWatchLoop iteration builds the set and returns early, so any BinaryBet posted in the first 60s after arming is never checked for taker fit.","fix":"Pre-populate seen before the loop: `belt = await getBelt(); const initIntents = (await belt.tools.readOpenIntents!.run({limit:60},{})).intents; seen = new Set(initIntents.map((i:any) => i.intentId));` β€” then remove the `if (!seen) { ...; return; }` branch inside the loop."},{"scope":"agent","title":"ETH BinaryBet taker leg not watched","detail":"Mission explicitly covers ETH-down conviction via BinaryBet taker side, but the watcher has no trigger for new ETH BinaryBets (BINARY_BET_HASH targets only one template). ETH opportunities can appear and expire between wakes undetected.","fix":"Add a second templateHash constant for the ETH BinaryBet template and extend newMatches to check both hashes, or generalize the check to all BinaryBet templates bear would consider taking."}],"assessment":"w46 acted correctly: caught 1674 expiry at ~15:47 UTC (3-min lag), tightened strike to $65,000, re-posted #1713. The ownIntentResolved trigger will fire at ~16:50 UTC without needing the 227-min fallback. Three unfilled anchors in a row is a no-taker market problem β€” no fleet agent is currently incentivized to take the BTC-ABOVE side at 1.61% ITM cushion."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"32nd consecutive null cycle β€” no change whatsoever from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal, wallet assignment, or config change detected this cycle. IndexBasket market segment remains fully offline; index-taker is identically dormant, so","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"Zero activity across 32 consecutive observer cycles. No wallet, no wake script, no watcher, 0 lifetime tokens spent. This is not a crash or a stall β€” the agent has never been initialized. The IndexBasket market (LONG maker + SHORT taker) is completely dark.","rootCause":{"class":"infra-down","evidence":"address=null, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” no provisioning has ever occurred"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed β€” no fallback scheduled","MISSING: no wallet/address assigned β€” agent cannot post or receive"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural SHORT counterparty for this agent's LONG IndexBasket intents β€” but index-taker is identically unprovisioned (health=unknown, 0 wakes","available":"dormant β€” never provisioned"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and watcher is blind to book; no intents have ever been posted to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No cadence, fallback, or trigger defined","No wallet to post from or receive USDC into"],"suggestedChange":"Provision the agent: assign a wallet, write a wake script that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, USDC-settled) and publishes the verified contract source to the indexer, then arms the watcher with a reasonable cadence (e.g. "},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 32 null cycles","detail":"address=null, wake_script_source=null, watcher never armed. The IndexBasket market has been dark for every observed cycle. index-taker is in the same state, so both sides of this market are offline simultaneously.","fix":"Assign a funded wallet address, author a wake script implementing the one-open-basket-at-a-time mission (post LONG IndexBasket intent + publish contract source to indexer), and arm the watcher. Coordinate with index-taker provisioning so a counterparty exists when the first intent posts."},{"scope":"agent","title":"index-taker must be provisioned in parallel","detail":"Even if index-maker posts its first intent, index-taker (also 0 wakes, health=unknown) cannot take it. Both agents need simultaneous provisioning for the market to clear.","fix":"Provision index-taker alongside index-maker; without a SHORT-side taker, every basket posted will expire worthless."}],"assessment":"Zero activity across 32 consecutive observer cycles. No wallet, no wake script, no watcher, 0 lifetime tokens spent. This is not a crash or a stall β€” the agent has never been initialized. The IndexBasket market (LONG maker + SHORT taker) is completely dark."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"33rd consecutive null cycle β€” no change from undeployed state. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens across all time. Index-maker (sole natural counterparty, the only source of LONG IndexBasket intents to take the short side of) remains health=unknown and equally undeployed. Both sides of the ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"No change for the 33rd straight cycle. This agent has never been provisioned: 0 wakes, $0 lifetime spend, null wake script, watcher fully disarmed. Index-maker, its only counterparty, is also absent β€” the entire IndexBasket market is a ghost; deploying index-taker alone would produce nothing.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens β€” agent was never provisioned, not crashed"},"reasoningRead":"N/A β€” agent has never executed a single wake; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” agent is unprovisioned"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents index-taker is designed to take the short side of β€” but index-maker is also health=unknown and undep","available":"offline / unprovisioned"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” and index-maker (the only intent poster) is itself offline, so there are no IndexBasket intents on the book to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” agent has never been deployed","Index-maker counterparty is also absent, making deployment order matter: index-maker must come first or simultaneously"],"suggestedChange":"Provision index-maker before or concurrently with index-taker; without LONG IndexBasket intents on the book, index-taker has nothing to evaluate or cross"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 33 consecutive null cycles","detail":"wake_script_source=null, 0 wakes, $0 lifetime tokens. Not a crash or auth failure β€” simply was never deployed. Index-maker is equally absent, so the full IndexBasket market (both maker and taker sides) is offline.","fix":"Deploy index-maker first (it posts the LONG intents), then provision index-taker with its wake script and CLAUDE.md targeting the indexer's verified-source endpoint; deploying taker alone into an empty IndexBasket book produces zero activity"}],"assessment":"No change for the 33rd straight cycle. This agent has never been provisioned: 0 wakes, $0 lifetime spend, null wake script, watcher fully disarmed. Index-maker, its only counterparty, is also absent β€” the entire IndexBasket market is a ghost; deploying index-taker alone would produce nothing."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":602,"msgs":13173,"total":815325487,"totalUsd":471.24,"w5":48184922,"w5Usd":28.85,"w5PctPool":19.3,"w7":815325487,"w7Usd":471.24,"w7PctPool":34,"w5Son":36643853,"w7Son":652160887,"hourly":[4.08,9.69,11.86,3.22,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T16:25:16.296Z","tokens":802334,"usd":0.73,"msgs":15}},"onchain":{"deals":117,"openIntents":8,"balanceUsd":746.99,"realizedPnl":-3.96,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":173,"wakes":148,"firstWakeMs":1781018900000,"lastWakeMs":1781453146000,"ageMin":20,"lastWhy":"All network intents below Ο„=3bps or negative edge. Cluster W 11/12 valid 35min before expiry β€” no cancel/repost needed.","repeatWakes":129,"avgGapMin":50,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781458577922,"watching":"Cluster W prefire ~16:31 UTC | price guards ETH/BTC/SSV/stocks | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":70}},"verdict":{"summary":"Prior runs documented w127-w136 through auth-collapse recovery. New this cycle: w137 (15:10) found no fills above Ο„ and no inversions post-Rebalancer/Vulture activity β€” quotes were NOT refreshed because none were needed; fills left no imbalance. w138-w139 clean holds. w140 (15:42) executed Cluster Vβ†’W renewal: 22 TXs (11 cancel + 11 post), SSV bid corrected,","badge":"LIQUID HUB STEADY","confidence":"high","bottomLine":"14/16 recent fleet deals flow through this agent (117 lifetime). w137 correctly held β€” the Rebalancer-Lior (3) and Vulture-Andrew (4) fills triggered no inversions above Ο„=3bps and totalUsd remained $746.89 throughout, confirming no leg was depleted. Cluster W is healthy (11/12 quotes, prefire at ~16:31 UTC). Watcher armed, nextFallbackMin=88.","rootCause":{"class":"maker-only","evidence":"w138-w142 each cite 'all network intents below Ο„=3bps or negative edge / no sNVDA inventory' β€” no aggressive takers between Cluster W post and next renewal. 117 lifetime deals at 148 wakes confirms fill rate is healthy when takers appear; current 0-fill streak is a normal inter-cluster lull."},"reasoningRead":"Sound and on-mission. Each no-action wake cites a specific concrete reason (edge below Ο„, no sNVDA inventory, Cluster W TTL sufficient). w140 renewal was well-timed β€” 11 min before first expiry, SSV bid corrected. w140b correctly rejected sAAPL at edge -0.69bps vs Ο„=3.85bps gasFloor. No churn; each wake either acts or gives a reason not to.","wakeTriggers":["Expiry prefire: 7min before ETH bid #1700 at ~16:31 UTC (ts 1781454696)","Price guard breach: ETH [1660–1667], BTC [63800–64250], SSV [2.265–2.295], stocks (sMSFT [389–393], sAAPL [290–292.5], sNVDA [204–206])","New fillable swap intent posted by non-self address","90min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"9/40 recent deals, fastest taker on oracle-lagged swaps","available":"ok, 19 lifetime deals"},{"agent":"0xBd6a…9863","fit":"yes","why":"9/40 recent deals, unidentified external taker β€” most active single counterparty this window","available":"external, consistent"},{"agent":"momentum-nikita","fit":"yes","why":"6/40 recent deals, swap-delivered momentum rotator","available":"ok, 9 lifetime deals"},{"agent":"vulture-andrew","fit":"yes","why":"4/40 recent deals, opportunistic taker when LP spread is tightest on shared instruments","available":"ok, 39 lifetime deals"},{"agent":"rebalancer-lior","fit":"yes","why":"3/40 recent deals, patient DCA slice taker","available":"ok, 15 lifetime deals"},{"agent":"stacker-massimo","fit":"yes","why":"3/40 recent deals, sNVDA/sAAPL/sMSFT accumulator β€” LP's missing sNVDA ask denies this pairing","available":"ok, 6 lifetime deals"}],"reliableCounterparties":6,"missedOpportunities":"None confirmed. w138-w142 each give a specific rejection reason (below Ο„=3bps, negative edge, or no sNVDA inventory). w140b edge of -0.69bps correctly below Ο„=3.85bps gasFloor β€” not a miss. No fillable intent was skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry prefire 7min before earliest Cluster W quote (#1700 ~16:38 UTC) β€” prevents liquidity gap at renewal boundary","Per-asset price guards with ~0.2-0.4% bands matching current oracle prices β€” fires immediately on inversion risk rather than waiting for the LLM to notice","New-swap trigger lets LP respond to taker flow between renewals without waiting for scheduled prefire","Zero-LLM watcher, 60s poll, 90min fallback β€” correct pattern; can't fire on 'book non-empty'"],"lacking":["No fill-event trigger on LP's own standing quotes β€” inventory imbalance from a fill is only discovered at the next scheduled wake (up to 90min later)"],"suggestedChange":"Add a poll for own-intent settled events so a fill on one leg wakes the agent immediately to assess depletion and re-quote before the position drifts; currently relies on scheduled prefire or price-guard to catch post-fill imbalances."},"issues":[{"scope":"agent","title":"sNVDA ask persistently absent across Cluster V and W (11/12 quotes)","detail":"w139 pre-renewal and w140 post both note 'no sNVDA ask'. Stacker-Massimo is an active sNVDA accumulator (6 deals). The gap leaves a willing counterparty without a maker on the LP's book.","fix":"Determine whether sNVDA ask absence is intentional (inventory exhausted or oracle band unavailable) or a CLAUDE.md config omission. If inventory permits, include sNVDA ask in Cluster X renewal."},{"scope":"agent","title":"Token burn at 19% of pool in 5h ($28.12, highest in fleet)","detail":"148 wakes with cluster renewals spiking to $0.55/wake. 22 TXs per renewal (11 cancel + 11 post) is unavoidable on-chain cost, but LLM call on no-action wakes adds up at ~50min avg cadence.","fix":"Evaluate whether no-action wakes can skip the LLM reasoning step when Ο„-gate and oracle checks both pass cleanly β€” a lightweight pre-check before invoking Claude would cut cost on the majority of wakes that result in 0 TXs."}],"assessment":"14/16 recent fleet deals flow through this agent (117 lifetime). w137 correctly held β€” the Rebalancer-Lior (3) and Vulture-Andrew (4) fills triggered no inversions above Ο„=3bps and totalUsd remained $746.89 throughout, confirming no leg was depleted. Cluster W is healthy (11/12 quotes, prefire at ~16:31 UTC). Watcher armed, nextFallbackMin=88."},"overBudget":{"pct":19.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":88.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":162,"wakes":116,"firstWakeMs":1780927020000,"lastWakeMs":1781452073000,"ageMin":38,"lastWhy":"Intent #1713 offers insufficient edge (+0–5pp) vs 3pp floor. One deliberate move rule enforced; skip marginal bets on si","repeatWakes":85,"avgGapMin":88,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781456339640,"watching":"new BinaryBet appears, OR 60 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":33}},"verdict":{"summary":"Focus question answered: NO successor to lapsed #1616 (BTC above) was posted β€” instead, w96 (14:27 UTC) took the opposite side, accepting #1609 (BTC below $64k) with +12–27pp edge, $7.38 stake β†’ deal #154 now live, expires 15:42 UTC today. This was adaptive, not a miss: oracle moved ITM for the taker side after the above-bet lapsed. '[object Object]' bug did","badge":"DEAL LIVE, EXPIRY SOON","confidence":"high","bottomLine":"Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC β€” watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean.","rootCause":{"class":"counterparty-starved","evidence":"17 deals across 114 wakes (~15% hit rate); w89–w91 and w92–w93 held across multi-day gaps with zero qualifying BinaryBets on board; sole confirmed counterparty in settled_deals_detail is polymarket-ljuba; 2-day gap (06-12β†’06-14) likely exacerbated by fleet 401 auth wall"},"reasoningRead":"Sound and on-mission. w94 correctly declined #1609 (3pp floor unmet, Sunday vol, opposite open position). w95 correctly declined again despite technically β‰₯3pp (unfavorable direction on flat day). w96 correctly accepted when oracle shifted ITM and edge jumped to +12–27pp. Discipline is consistent with stated 3pp floor rule; adaptive pivot to taker-below after above-bet lapsed is exactly right.","wakeTriggers":["New BinaryBet intent matching BINARY_HASHES template set","Deal #154 approaching expiry (fires 5min before 15:42 UTC β†’ ~15:37 UTC)","60-min hard fallback"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed sole counterparty in settled deals; posts custom live binaries mimic can accept","available":"Active β€” fired 1min ago per Step-1"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BTC/ETH below binaries mimic could mirror or take; directional overlap; not yet in confirmed deals","available":"Not flagged in Step-1; assumed ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-sure-win binaries mimic could take; 11 open intents including BTC/SSV; not yet in confirmed deals","available":"pidAlive=false per Step-1; armed with op"}],"reliableCounterparties":1,"missedOpportunities":"w94–w95 holds on #1609 were correct given edge/direction at the time β€” not misses. No other qualified intents visible on board during those wakes. Unclear whether bear-yosher or vulture-andrew posted qualifying binaries during the 2-day gap (06-12β†’06-14); watcher may have been disarmed during auth outage, leaving those potentially unobserved.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger correctly prioritizes time-sensitive expiry check before polling new intents β€” the loop body checks Date.now() >= expiryDeadlineMs first","5-min pre-expiry fire window gives adequate reaction time for a settling deal","seen-set pattern prevents re-firing on already-known intents","60-min fallback is appropriate cadence for a reactive taker in a thin binary book"],"lacking":["Fires on ANY new BinaryBet matching template hash without pre-checking β‰₯3pp edge β€” comment acknowledges this as a known gap ('upgrade to full edge check if need","Label reads 'Mimic-Mira wake 96 watcher' not 'mimic-ljuba' β€” cosmetic inconsistency, harmless"],"suggestedChange":"Add lightweight taker-edge pre-filter in the watcher before firing on new BinaryBets (compare taker rate vs oracle mid inline); the belt and seen-set scaffolding is already in place, one extra condition eliminates unnecessary $0.77 LLM wake"},"issues":[{"scope":"agent","title":"'[object Object]' reasoning-string bug on post (not accept) wakes","detail":"w93 (the only posting wake in the sample) logged '[object Object]' as wake status β€” masking the reasoning string. w94–w96 (all holds or accepts) were clean. Localized to the code-path that formats the reasoning when posting a mirrored intent.","fix":"Trace the reasoning-string construction in the mimic post path; add JSON.stringify() or explicit .toString() guard where an object is interpolated into the status string before logging."},{"scope":"agent","title":"Single reliable counterparty caps binary flow","detail":"Only polymarket-ljuba confirmed in settled_deals_detail across 17 deals. Bear-yosher and vulture-andrew post qualifying binaries but have not appeared in mimic's settled deals β€” likely a BINARY_HASHES coverage gap.","fix":"Audit the BINARY_HASHES set against template hashes used by bear-yosher and vulture-andrew; expand the set to cover their binary templates so mimic fires on their postings."}],"assessment":"Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC β€” watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.63,"realizedPnl":2.65,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":162,"wakes":35,"firstWakeMs":1780940859000,"lastWakeMs":1781451926000,"ageMin":41,"lastWhy":"Leader-vs-2nd gap of 0.69pp is well inside the noise band. Holding USDC dry powder ($43.20) and existing SSV/BTC positio","repeatWakes":32,"avgGapMin":251,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781484440576,"watching":"Leader gap β‰₯2pp | new SSV/sNVDA fair seller β‰₯$2 | US mkt close 20:00 UTC | 9h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":501}},"verdict":{"summary":"Auth cleared, 4 disciplined holds w31–w34 validated; w35 (23 min ago, 06-14T15:45) confirmed gap still 0.69pp β€” well inside the 2pp noise band. Portfolio at $102.20 all-time peak (SSV ~50%, USDC 42.3%). No rotation triggered; continued hold is the correct read. Next organic wake is US market close at 20:00 UTC today (~231 min, hardcoded trigger), not the 519","badge":"DISCIPLINED HOLD","confidence":"high","bottomLine":"w35 read gap at 0.69pp vs 2pp threshold β€” SSV nominally leads but edge is noise. Five consecutive holds (w31–w35) are correct, not churn: each cites the specific gap reading. Portfolio at all-time peak. The 9h fallback is a red herring; the US market close trigger at 20:00 UTC fires in ~231 min and re-ranks the universe to crypto-only, acting as the real next wake.","rootCause":{"class":"structural","evidence":"Gap 0.69pp at w35 (4 consecutive sub-2pp readings: 0.08pp at w32, premium-only seller at w33, micro-lot at w34, 0.69pp at w35); no fair-value SSV/sNVDA seller β‰₯$2 notional visible on book"},"reasoningRead":"Sound and solving the right problem. Each hold cites the specific gap pp vs threshold, the book state, and the agent's data capture. W34 self-corrected a micro-lot false-alarm bug ($0.06 lot) mid-session. W35 appended a price snapshot and added a leaderboard entry. No churn: each wake produces a data artifact even when no trade fires.","wakeTriggers":["Leader-vs-2nd gap β‰₯2pp (polled, dynamic baseline from watcher start)","New fair-value SSV seller β‰₯$2 notional (≀oracleΓ—1.005)","New fair-value sNVDA seller β‰₯$2 notional (≀oracleΓ—1.005)","US market close 20:00 UTC Jun 14 β€” hardcoded, ~231 min away, re-ranks to crypto-only","9h fallback (~519 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"7/8 visible settled deals with LP-Maker; deep swap liquidity across SSV and crypto pairs","available":"ok β€” 117 lifetime deals, dominant hub"},{"agent":"vulture-andrew","fit":"maybe","why":"1 deal settled; posts SSV but at 1.74% premium vs LP-Maker's 1.31% β€” momentum-nikita's fair-seller filter (≀oracleΓ—1.005) would reject Vultu","available":"ok β€” 39 deals, but structurally too expe"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 deal settled historically; rebalancer may post opposite-direction swaps when DCA-ing away from SSV","available":"ok β€” 15 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” gap was 0.69pp at w35, below 2pp threshold; no qualified fair-value sellers on book per agent's own read","wakeScript":{"wellReasonedForMission":true,"good":["Event-driven on gap β‰₯2pp and fair-value seller appearances β€” will not fire on noise below threshold","Dynamic baseline captured at first poll, never hardcoded β€” adapts to when the watcher starts","β‰₯$2 notional guard added at w34 eliminates micro-lot false alarms (fix for the $0.06 / #1636 incident)","US market close trigger at 20:00 UTC is a built-in cadence anchor that shortens the effective fallback to ~231 min today","Universe correctly narrows to BTC/ETH/SSV after close β€” avoids stale equity oracle prices in overnight session"],"lacking":["Baseline is never reset between market sessions β€” after the 20:00 UTC close fires and the watcher continues, the gap vs. a baseline set hours earlier may not re","9h fallback means if no seller appears and gap stays below 2pp after market close, the agent doesn't wake until tomorrow morning β€” a long blind window in a mome"],"suggestedChange":"On the US market close fireWake(), reset baseline to current prices so the crypto-only session gap measures momentum from close, not from the original watcher start hours earlier."},"issues":[{"scope":"agent","title":"Baseline not reset on market-close universe switch","detail":"The script fires a wake at 20:00 UTC and narrows to crypto-only, but baseline remains anchored to original watcher start. In the overnight session the gap signal measures cumulative drift from hours ago, not from the equity-close price. A genuine BTC/ETH divergence starting at 20:01 UTC would show a","fix":"Inside the MARKET_CLOSE_MS branch, before calling fireWake(), set `baseline = { ...prices }` and clear `seen` so the crypto session opens with a fresh reference point."}],"assessment":"w35 read gap at 0.69pp vs 2pp threshold β€” SSV nominally leads but edge is noise. Five consecutive holds (w31–w35) are correct, not churn: each cites the specific gap reading. Portfolio at all-time peak. The 9h fallback is a red herring; the US market close trigger at 20:00 UTC fires in ~231 min and re-ranks the universe to crypto-only, acting as the real next wake."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":162,"wakes":42,"firstWakeMs":1780995929000,"lastWakeMs":1781444961000,"ageMin":157,"lastWhy":"Wake 32 check: new audited Option appeared; must evaluate. Premium is genuinely cheap (4% of notional vs 6% for intent #","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474763492,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":340}},"verdict":{"summary":"The Step-1 'nextFallbackMin=1 imminent fire' has resolved: w33 fired 139 min ago (17:31) as the 2h safety from w32 and confirmed #1641 is gone β€” zero audited Options on the book, only swaps. Stale seen-list concern is moot: seenIntentIds updates to the live set every 60s poll, so when #1641 disappeared the set cleared; any new option will fire correctly. Age","badge":"WAITING, SUPPLY DRY","confidence":"high","bottomLine":"Agent is healthy and watching correctly (60s poll, watcher armed). Book has been empty of audited Options since w33 (139 min ago). The $26.81 realized PnL on $1.47 token spend (18:1 ratio) is excellent β€” idleness is supply-side, not agent-side. Option-writer-matheus being down is the single blocker.","rootCause":{"class":"counterparty-starved","evidence":"All 5 settled deals counter 0x57F8…B0ff (option-writer-matheus). Option-writer watcher armed=false/pidAlive=false per Step-1 β€” no new options being written. W33 confirmed zero audited Options (template 0xb3d66f4...) on book as of 17:31. No other agent writes to this template hash."},"reasoningRead":"Sound and on-mission. W30–W31 correctly rejected #1600 (40Γ— fair premium, 5-sigma breakeven). W32 correctly flagged #1641 as 'genuinely cheap ~4% notional' and attempted execution β€” failed mid-wake, but #1641 subsequently expired so no permanent blockage. W33 confirmed clean slate. No churn; each wake is decisive.","wakeTriggers":["New audited Option intent with template hash 0xb3d66f4... appears (60s poll detects addition to seenIntentIds delta)","6h fallback (nextFallbackMin=358)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole supply source β€” all 5 deals settled against 0x57F8…B0ff; writes 70/30 contrarian options on the exact template hash this taker monitors","available":"DOWN β€” armed=false, pidAlive=false per S"}],"reliableCounterparties":0,"missedOpportunities":"None verifiable. W33 found zero audited Options on the book. The 4 option-writer open intents mentioned in Step-1 are swap intents (TTL 57-58 min), not audited Options β€” this taker cannot take them. No audited Option intents posted by any other agent in the observed window.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll loop means new options are detected within 1 minute of appearing β€” correct for a taker whose edge is fast response to fresh supply","seenIntentIds tracks the LIVE set (not a permanent blacklist): when an intent expires/disappears, it drops from the set, so a repost of the same intentId would ","Template-hash filter (0xb3d66f4...) is precise β€” only fires on audited Options, never on swaps or unaudited custom deals","6h fallback is a reasonable safety net given the 60s active poll does the real work"],"lacking":["If execution fails mid-wake (as in w32/#1641) and the intent stays on the book, the watcher will never re-fire for it β€” seenIntentIds already contains it. Agent","No short-circuit fallback on execution failure: after a failed tx, the watcher should ideally arm a shorter (30 min) retry fallback rather than waiting the full"],"suggestedChange":"After a failed execution, arm a 30-min retry fallback in addition to the normal interval β€” or pass a `retryIntentId` to the wake so the agent re-evaluates that specific intent without waiting for the 6h deadline. This would have recovered #"},"issues":[{"scope":"agent","title":"No retry path after failed execution","detail":"W32 decided to accept #1641 but execution failed mid-wake. The seenIntentIds set already contained #1641, so the watcher would not have re-fired for it β€” recovery depended on the 6h fallback or the intent expiring. In this case #1641 expired before harm was done, but a fast-expiring cheap option (e.","fix":"In the wake Claude.md or wake-script, after a failed tx detect the failure and call armWatcher with a short fallbackMs (e.g. 1800000 = 30 min) and pass the intentId as a hint so the next wake re-checks it explicitly."},{"scope":"agent","title":"Single-counterparty supply concentration β€” option-writer-matheus down = zero supply","detail":"100% of this agent's deal flow (5/5) is from one writer at 0x57F8…B0ff. Option-writer watcher is currently dead (armed=false/pidAlive=false). No other agent writes audited Options to template 0xb3d66f4..., so the taker is structurally idle until the writer recovers.","fix":"Revive option-writer-matheus watcher (fleet action). Longer term: a second agent writing to the same audited template would give the taker a second supply source and reduce single-point-of-failure exposure."}],"assessment":"Agent is healthy and watching correctly (60s poll, watcher armed). Book has been empty of audited Options since w33 (139 min ago). The $26.81 realized PnL on $1.47 token spend (18:1 ratio) is excellent β€” idleness is supply-side, not agent-side. Option-writer-matheus being down is the single blocker."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":927223,"w5Usd":0.73,"w5PctPool":0.4,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":927223,"w7Son":3300581,"hourly":[0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":19,"openIntents":4,"balanceUsd":96.79,"realizedPnl":-11.19,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":161,"wakes":4,"firstWakeMs":1781445671878,"lastWakeMs":1781452719000,"ageMin":27,"lastWhy":"Longer TTL gives sellers more time to respond. Market shows no sell-side pressure; reposting with same pricing but exten","repeatWakes":0,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781460206696,"watching":"buy intents resolve (0x6b4 sAAPL, 0x6b5 sNVDA) β€” or 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":97}},"verdict":{"summary":"Step-1 crash concern is resolved: w4 (15:58) re-armed the watcher cleanly after the w3 intents (0x68e/0x68f, 1h TTL) expired on schedule β€” the armed=false gap was the normal exit-after-post pattern, not a crash. Watcher now live (armed=true, pidAlive=true, 115 min fallback) watching 0x6b4/0x6b5 sAAPL/sNVDA buy intents at near-oracle pricing. Option sleeve ha","badge":"REBALANCING MAKER ACTIVE","confidence":"high","bottomLine":"No infra issue β€” the watcher drop between w3/w4 was intentional: 1h-TTL intents expired, watcher fired, w4 re-posted with 2h TTL and re-armed correctly. The rebalancing (70%) engine is functioning; the option-writing (30%) sleeve has been silent for 75+ min after w2 killed the only ETH call without a follow-on write.","rootCause":{"class":"maker-only","evidence":"w4 log: 'Market shows no sell-side pressure; reposting with same pricing but extended TTL.' Both active intents (1716 sAAPL, 1717 sNVDA) are bids. Stacker-Massimo and other agents also buy sNVDA/sAAPL β€” structural buy-side crowding with no offsetting sellers in the book."},"reasoningRead":"Sound and on-mission for the rebalancing sleeve: correctly ranked worst-2 (sAAPL/sNVDA), diagnosed lack of sell-side, extended TTL from 1h to 2h as the adaptive move. However, the option-writing sleeve reasoning is absent β€” 75 min since the last option was canceled with no replacement write is a gap not addressed in any wake reasoning.","wakeTriggers":["ownIntentResolved on 0x6b4 (sAAPL buy) β€” polls every 30s","ownIntentResolved on 0x6b5 (sNVDA buy) β€” polls every 30s","2h fallback (115 min remaining) β€” fires regardless"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"2 of 4 settled deals; LP-Maker holds broad inventory and can sell sAAPL/sNVDA if priced within its spread","available":"active, 14/16 recent deals this cycle"},{"agent":"stacker-massimo","fit":"no","why":"1 settled deal but Stacker is also a sNVDA/sAAPL buyer β€” same side, not a counterparty for these buy intents","available":"active but directionally competing"},{"agent":"option-taker-matheus","fit":"maybe","why":"Potential taker for any new ETH/BTC option Option-Writer posts; stale 'seen' tag on #1641 may still block re-evaluation","available":"watcher imminent fire (nextFallbackMin=1"},{"agent":"rebalancer-lior","fit":"maybe","why":"May have sAAPL/sNVDA to sell if rotating away from them, but mission is DCA-buy not supply-side","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None on the rebalancing sleeve β€” no sell-side in the book to take. Option sleeve: option-taker (next wake imminent) could evaluate a new ETH/BTC call, but none has been written since w2 canceled 0x...0669 at 14:45. The 30% option-writing allocation has generated 0 activity for 75+ min β€” a passive miss if market conditions warranted a new write.","wakeScript":{"wellReasonedForMission":true,"good":["Watches exact intent IDs (0x6b4, 0x6b5) β€” zero false-positive risk on non-own intents","2h fallback precisely matches the posted intent TTL β€” watcher and intent lifetimes are synchronized","Zero-LLM, 30s poll is appropriate cadence for intent resolution monitoring","Clean exit-after-post confirmed: w3β†’w4 cycle completed exactly as designed"],"lacking":["No trigger for the option-writing sleeve β€” if an ETH/BTC option opportunity arises before the 2h fallback, this watcher won't fire on it","No monitoring of intent 1676 (sMSFTβ†’USDC swap from w2) if it's still open"],"suggestedChange":"Add a timed sub-trigger (e.g. 60 min) that fires specifically to evaluate the option-writing sleeve, so the 30% engine doesn't stay silent for a full 2h fallback cycle while the rebalancing intents idle."},"issues":[{"scope":"agent","title":"Option-writing sleeve dormant 75+ min","detail":"w2 canceled the ETH call at 14:45; no replacement option has been written across w3 or w4. The 30% option-writing engine is producing 0 activity while the 2h rebalancing watcher runs. At this cadence, the option sleeve only gets evaluated at the 2h fallback β€” effectively reducing it to ~1 wake per 2","fix":"Add a 60-min intermediate trigger in the wake script to evaluate whether market conditions warrant a new option write, independent of the rebalancing intent resolution."},{"scope":"agent","title":"sAAPL/sNVDA buy-side crowding β€” structural, not mispriced","detail":"w4 correctly diagnosed no sell-side pressure and extended TTL to 2h. LP-Maker is the only reliable seller (1 reliable counterparty). If LP-Maker doesn't fill, these intents will expire again. Pricing appears fair (near-oracle), so this is a structural liquidity gap, not a pricing error.","fix":"No agent change needed; fleet-level: consider whether LP-Maker's sAAPL/sNVDA inventory depth is sufficient to absorb 32 USDC of buy pressure, or if a sell-side agent is needed for equity instruments."}],"assessment":"No infra issue β€” the watcher drop between w3/w4 was intentional: 1h-TTL intents expired, watcher fired, w4 re-posted with 2h TTL and re-armed correctly. The rebalancing (70%) engine is functioning; the option-writing (30%) sleeve has been silent for 75+ min after w2 killed the only ETH call without a follow-on write."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":40,"msgs":774,"total":38828407,"totalUsd":14.87,"w5":8476172,"w5Usd":2.9,"w5PctPool":3.4,"w7":38828407,"w7Usd":14.87,"w7PctPool":1.6,"w5Son":3176652,"w7Son":15368683,"hourly":[0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T15:46:54.511Z","tokens":1361727,"usd":0.25,"msgs":22}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":89.97,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":161,"wakes":48,"firstWakeMs":1780941832000,"lastWakeMs":1781453770000,"ageMin":10,"lastWhy":"No mispriced opportunities. Intents well-positioned: #1627 will expire or fill in 34min, #1609 continues tracking BTC mo","repeatWakes":33,"avgGapMin":208,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781538406267,"watching":"sAAPL exit intent #1711 resolves, new takeable bet (β‰₯8pp), or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1401}},"verdict":{"summary":"401 fully cleared: w42–w49 all executed cleanly post-recovery (armed=true, pidAlive=true, wakes_failing=false). Prior summary's 'pivot to BTC binary #1609' was a bet posting, not an sAAPL exit β€” sAAPL remained in inventory. w42–w48 (7 wakes) found zero β‰₯8pp opportunities and correctly held. w49 (16:31 UTC) re-posted sAAPL exit as intent #1711 (0.085722 sAAPL","badge":"RECOVERED, EXITING sAAPL","confidence":"high","bottomLine":"401 is gone; 8 successive wakes since recovery all ran clean. sAAPL exit intent #1711 is live and LP-Maker-Matheus (14/16 recent deals, health ok) is the natural filler β€” this should clear at oracle mid unless LP-Maker is briefly offline. No β‰₯8pp bet/option edges appeared across 7 intervening wakes; patience is correct, not a miss.","rootCause":{"class":"counterparty-starved","evidence":"3 lifetime settled deals, all custom live ↔ Mimic-Ljuba; book lacks β‰₯8pp mispriced binary/option edges across w42–w48. #1711 swap has 1 reliable filler (LP-Maker-Matheus); outcome determines next move."},"reasoningRead":"Sound and on-mission. w42–w48 correctly rejected sub-threshold edges (bets <8pp, swaps <3%); w49 correctly fired horizon exit after 53h overdue. No churn β€” each wake reached a distinct and justified conclusion. The only concern is that #1609 (the BTC binary, p=57.5% above $64k with BTC at ~$63,909) is unaccounted for in current open_intents=1; if it settled it should appear in deal history, if sti","wakeTriggers":["intent #1711 resolves (fill/expire/cancel) via ownIntentResolved","new binary/option β‰₯8pp edge appears on book (newMatches, poster != own address)","24h fallback (Jun15 16:31 UTC)","MISSING: BTC price signal if any binary position (e.g. #1609) is still open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Fills swaps near oracle mid from deep inventory; #1711 is exactly its mandate (swap at oracle mid)","available":"ok β€” 14/16 recent deals, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Buys sAAPL within ~1% of oracle; posts bids at oracle+0.5% β€” could match if #1711 rate aligns","available":"ok, 6 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Only confirmed counterparty (all 3 settled deals); not a swap taker but could mirror any new binary polymarket-ljuba posts","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. w42–w48 each scanned β‰₯8pp threshold and found nothing on the book; watcher watches new-to-book intents so no new entry was missed while it ran. BTC binary opportunities unmeasurable while watcher focuses on swaps and β‰₯8pp binaries only.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger: own intent resolution (#1711) fires immediately when the exit clears β€” no waiting for fallback","Secondary trigger catches new takeable bets (β‰₯8pp) as they appear, matching the taker mandate","24h fallback appropriate for patient, threshold-gated strategy (avg_gap_min=213)","Filters own address from isRelevant β€” won't self-fire on own posts","Writes PID for external control; clean runWatchLoop/armWatcher structure"],"lacking":["60s poll is more aggressive than the agent's natural cadence (avg_gap_min=213) β€” wastes cycles vs 120s","No trigger for BTC price crossing $64k if #1609 binary position is still live","isRelevant only filters by kind (binary/option) and poster β€” does not pre-check edge threshold, so any new binary fires the wake even if sub-8pp"],"suggestedChange":"Extend poll from 60s β†’ 120s to match the patient mandate and halve unnecessary book reads; add a lightweight price check if #1609 is still an open position."},"issues":[{"scope":"agent","title":"BTC binary #1609 status unaccounted for in watcher","detail":"Prior summary posted #1609 (BTC above $64k, p=57.5%) at w31; current watcher only tracks #1711. BTC at ~$63,909 means #1609 is marginal/losing. If still open, it's outside watcher scope.","fix":"Confirm #1609 is settled (check deal history); if still live, add ownIntentResolved(#1609) to watcher's primary check alongside #1711."},{"scope":"agent","title":"Poll cadence mismatched to patient mandate","detail":"60s poll burns reads on a book that changes slowly; agent's avg_gap_min=213 and threshold-gated entry mean sub-2min reactivity adds no value.","fix":"Set runWatchLoop interval to 120_000 ms."}],"assessment":"401 is gone; 8 successive wakes since recovery all ran clean. sAAPL exit intent #1711 is live and LP-Maker-Matheus (14/16 recent deals, health ok) is the natural filler β€” this should clear at oracle mid unless LP-Maker is briefly offline. No β‰₯8pp bet/option edges appeared across 7 intervening wakes; patience is correct, not a miss."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":943377,"w5Usd":0.65,"w5PctPool":0.4,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":943377,"w7Son":2325261,"hourly":[0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":161,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":160,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2764}},"verdict":{"summary":"Two new wakes since last summary, both productive. w46 (06-14T12:57) pre-approved sMSFT spending β€” a non-market-hours prep action that removes the approval step as a Monday blocker. w47 (06-14T13:46) confirmed patient hold (tradeExecuted=false). Capital position unchanged: zero USDC, plan is trim sMSFT +1.63pp β†’ USDC β†’ DCA BTC -1.61pp. Timer still correctly ","badge":"PREPPED, WAITING OPEN","confidence":"high","bottomLine":"No change in capital position β€” still zero USDC until sMSFT trim executes at Monday market open. Agent used the weekend correctly: w46 pre-approved sMSFT to eliminate a Monday blocker, w47 confirmed patient hold. Armed, alive, and scripted to fire the moment Date.now() >= 2026-06-16T13:30:00Z.","rootCause":{"class":"structural","evidence":"Stock oracle (sMSFT) only live during US market hours; no USDC available until sMSFT trim settles. w45 (06-10) exhausted USDC on BTC DCA (#1294 filled). Next capital event is Monday 13:30 UTC."},"reasoningRead":"Sound and solving the right problem. The agent correctly identified sMSFT approval as a non-market-hours action (w46) and ran it over the weekend to de-risk Monday. w47 correctly deferred the trade itself β€” stock oracle not live, executing would be wrong. The BTC escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) over prior wakes was disciplined and terminated correctly when #1294 filled.","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z (US market open, checked every 5 min)","Fallback: 2026-06-16T14:30:00Z (60 min grace, dynamic FALLBACK_MS)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 5 settled swaps; primary swap liquidity hub","available":"active, 14/16 recent fleet deals"},{"agent":"momentum-nikita","fit":"maybe","why":"1 prior swap settled; directional flows may align on BTC","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” zero USDC capital; no deployable capital until sMSFT trim executes Monday","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly on Date.now() >= MARKET_OPEN_MS β€” no early false trigger possible","Dynamic FALLBACK_MS = Math.max(target - now, 5min) prevents negative or zero fallback if script restarts late","5-min poll cadence is appropriate for a market-open event (not sub-minute, not hourly)","Label clearly states the action: 'trim sMSFT, DCA BTC'"],"lacking":["No guard if sMSFT oracle is stale or illiquid at open β€” could post at a bad price before the oracle warms up"],"suggestedChange":"Add a 2-3 min oracle-freshness check after market open fires (confirm sMSFT oracle timestamp < 5 min old) before posting the trim intent, to avoid executing against a stale price in the first seconds of market open."},"issues":[{"scope":"agent","title":"No oracle-freshness guard at market open","detail":"Script fires fireWake() the instant Date.now() >= 13:30:00Z. In the first 1-2 min of US market open, the sMSFT oracle may still carry a stale Friday close. If the agent posts the trim intent immediately, it could execute against an outdated price.","fix":"In the wake handler, after market-open trigger, fetch the sMSFT oracle timestamp and defer posting by up to 3 min if it's older than 5 min. Low-risk add; doesn't change the timer logic."}],"assessment":"No change in capital position β€” still zero USDC until sMSFT trim executes at Monday market open. Agent used the weekend correctly: w46 pre-approved sMSFT to eliminate a Monday blocker, w47 confirmed patient hold. Armed, alive, and scripted to fire the moment Date.now() >= 2026-06-16T13:30:00Z."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":160,"wakes":41,"firstWakeMs":1780948343000,"lastWakeMs":1781451240000,"ageMin":52,"lastWhy":"No takeable sNVDA sell-side (≀ oracleΓ—1.01 AND ≀12 USDC). Bid 1599 is live, on-price (0% drift). No action.","repeatWakes":34,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781456986374,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":44}},"verdict":{"summary":"w37 (14:25) settled Deal 153 by sweeping sNVDA sell 1640 at oracleΓ—1.01 β€” on-mission, correct. w38 (15:34) was a no-op: watcher reported no takeable sNVDA sell-side, but LP-Maker's live ask (12 USDC β†’ 0.05862 sNVDA, implied $204.77) was already on the book and passes both Stacker criteria (cost 12 ≀ 12 USDC; $204.77 ≀ oracleΓ—1.01 β‰ˆ $207.15) β€” missed because ","badge":"FALLBACK IMMINENT","confidence":"high","bottomLine":"w38 missed LP-Maker's live sNVDA ask ($204.77 implied, 12 USDC, within oracleΓ—1.01 = $207.15) because newMatches only detects newly-posted intents; the 45-min fallback fires in ~14 min and should sweep it before expiry. 6 deals settled, mission fundamentally sound.","rootCause":{"class":"structural","evidence":"LP-Maker ask (12 USDC β†’ 0.05862 sNVDA, implied $204.77) passes both Stacker checks but was already in seenIntents at w38 watcher init; newMatches returned empty; fallback is sole path to capture pre-existing offers"},"reasoningRead":"Sound and on-mission: w38 correctly concluded no *new* sell-side per its watcher logic. The gap is in watcher design (newMatches), not the agent's reasoning. w37 correctly swept 1640 β€” the taker-first rule executes properly when the watcher can observe the offer.","wakeTriggers":["intent 1599 resolved (filled or expired)","oracle drift >0.5% from $205.10","NEW sNVDA sell intent ≀12 USDC at ≀oracleΓ—1.01 via newMatches β€” misses pre-existing offers","45-min fallback","MISSING: full-book scan each poll for any currently-live takeable sNVDA ask, independent of seenIntents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"has live sNVDA ask (12 USDC β†’ 0.05862 sNVDA, implied $204.77) passing both Stacker price and cost checks right now; 14/16 recent fleet deals","available":"ok β€” ask on book with ~37-min TTL from S"},{"agent":"option-writer-matheus","fit":"maybe","why":"settled 1 swap with Stacker before; occasionally posts tech equity as portfolio rotation leg","available":"watcher down (armed=false/pidAlive=false"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's sNVDA ask (12 USDC β†’ 0.05862 sNVDA, implied $204.77/sNVDA) was live at w38 and passed both Stacker criteria; watcher's newMatches missed it because it was a pre-existing intent at watcher-arm time, not a new arrival. Fallback covers it within ~14 min from Step-1; no deal is permanently missed, only delayed.","wakeScript":{"wellReasonedForMission":true,"good":["tracks own intent 1599 resolution (filled or expired) β€” correct pivot trigger for a standing bid","oracle drift check (0.5%) β€” appropriate re-price signal before bid goes stale","45-min fallback; zero-LLM; isTakeableSnvdaSell logic is correct and mission-aligned"],"lacking":["newMatches only fires on intents new since seenIntents initialization β€” pre-existing takeable asks are invisible until next fallback (up to 45 min gap)"],"suggestedChange":"Add a parallel full-book scan each poll: if ANY current intent passes isTakeableSnvdaSell(intent, oracleNow), fireWake immediately β€” independent of seenIntents. newMatches stays for fast-path new-arrival detection; the full scan acts as cor"},"issues":[{"scope":"agent","title":"newMatches misses pre-existing takeable sNVDA asks β€” up to 45-min latency","detail":"isTakeableSnvdaSell logic is correct but gated through newMatches, which skips intents already in seenIntents at watcher-arm time. LP-Maker's current ask (12 USDC β†’ 0.05862 sNVDA, $204.77 implied) proves the gap: it passed Stacker's criteria at w38 poll time but triggered no wake. The 45-min fallbac","fix":"In the runWatchLoop body, after fetching intents, scan the full current intents array with isTakeableSnvdaSell() before the newMatches check. If any existing intent qualifies, fireWake immediately. This requires no seenIntents gating and adds one O(n) scan per 60-s poll at negligible cost."}],"assessment":"w38 missed LP-Maker's live sNVDA ask ($204.77 implied, 12 USDC, within oracleΓ—1.01 = $207.15) because newMatches only detects newly-posted intents; the 45-min fallback fires in ~14 min and should sweep it before expiry. 6 deals settled, mission fundamentally sound."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":160,"wakes":35,"firstWakeMs":1780924988000,"lastWakeMs":1781448540000,"ageMin":97,"lastWhy":"No dislocation β‰₯1.5% across any asset. Stocks closed. Cash/inventory balance fine (44.2 USDC, 0.06888 sAAPL, 0.178 sNVDA","repeatWakes":24,"avgGapMin":257,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781455892439,"watching":"dislocation β‰₯1.5% from trailing avg on any active asset (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":25}},"verdict":{"summary":"Warmup complete at w36 (14:49 UTC); watcher has been polling every 60s for 79 min since then with no β‰₯1.5% breach β€” directly answering Step-1's question: no threshold crossing since w36, another no-action hold expected. BTC at ~$63,909 is only -0.41% from frozen baseline (64174.56), needing ~$960 more downside to trigger; ETH/SSV also flat per Step-1. Sunday","badge":"HOLDING β€” CRYPTO FLAT","confidence":"high","bottomLine":"Watcher has polled every 60s for 79 min post-w36 without firing β€” no asset has crossed β‰₯1.5%. BTC needs another ~$960 drop (64174.56 β†’ ~63,212) to trigger; stocks offline Sunday. Correctly waiting for fallback at ~16:51 UTC. 5 lifetime deals, 0 open intents, $0.76 realized PnL.","rootCause":{"class":"structural","evidence":"Sunday: sAAPL/sNVDA/sMSFT excluded by market-hours guard. BTC -0.41% from baseline 64174.56 (needs -1.5% = ~63,212). ETH/SSV crypto flat per fleet orient. 79 min of 60s polling with no fireWake() call confirms no breach."},"reasoningRead":"Sound and on-mission. Agent correctly rebuilt trailing-avg window in exactly w34β†’w36 (2 wakes), exited warmup, ran full scan, found 0 dislocations, and armed a clean dislocation watcher. Reasoning in w34–w36 logs is quantitative and self-consistent. The only mild inefficiency is that baselines are frozen from w36 until next wake β€” a slow drift could skew the effective threshold β€” but this is accep","wakeTriggers":["Any of SSV/ETH/BTC deviates β‰₯1.5% from hardcoded baseline (polled every 60s)","2h fallback (fires ~16:51 UTC, 43 min away)","MISSING: SSV inventory state β€” if SSV dislocates but no counterparty holds SSV to sell, the trigger fires but the agent can't fill; watcher has no awareness of "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 2 recent settled swaps and likely all 5 lifetime deals cleared through LP-Maker; sole confirmed counterparty","available":"Active β€” 14/16 recent fleet deals, healt"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swapper posting resting bids/asks could cross swing-nikita's dislocation trades on shared assets (BTC/ETH/sNVDA)","available":"Active, 15 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable in the 79 min since w36 β€” watcher has been polling continuously and no β‰₯1.5% breach has occurred. SSV was structurally blocked w29–w33 (zero inventory on book), but SSV is not currently dislocated so no missed trade there.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence is appropriate β€” catches fast crypto moves without burning tokens between agent wakes","Baselines hardcoded from last agent scan and refreshed each wake β€” clean, zero-LLM, deterministic","isUsMarketHours() correctly gates sAAPL/sNVDA/sMSFT to weekday 13:30–20:00 UTC, skipping Sunday automatically","2h fallback ensures the agent re-evaluates even in flat markets and keeps baselines from going stale too long","fireWake() message includes symbol and deviation pct β€” gives the agent a precomputed signal to act on"],"lacking":["No inventory/book-depth pre-check for SSV: watcher will fire on SSV dislocation even when zero SSV is on the book (repeated blocker w29–w33), wasting a wake","Baselines frozen at wake-time β€” a slow 1.4% drift that then snaps 0.1% more triggers a wake, but the 'trailing avg' may be 2h stale by then; no decay or rolling"],"suggestedChange":"Add a lightweight SSV book-depth check inside the watchLoop before calling fireWake() on SSV β€” if no resting SSV sell orders exist (LP-Maker inventory zero), skip the SSV trigger. This avoids a wake-burn on a structurally unresolvable signa"},"issues":[{"scope":"agent","title":"SSV zero-inventory block fires a wake that can't trade","detail":"Across w29–w33, every SSV signal was blocked by zero inventory on the book. The watcher has no awareness of this and will still fireWake() on SSV dislocation, consuming a wake + LLM call that results in 'no trade'.","fix":"In current.ts watchLoop, query LP-Maker's SSV resting depth before calling fireWake() on SSV; suppress the trigger if depth < minimum lot size."},{"scope":"agent","title":"Single counterparty concentration β€” all swing swaps through LP-Maker-Matheus","detail":"All 5 lifetime deals flow through LP-Maker (2 confirmed in settled_deals_detail). If LP-Maker goes offline, swing-nikita has no swap execution path even on a clean dislocation signal.","fix":"No agent-side fix available; core/fleet should ensure a second swap liquidity provider (e.g. rebalancer-lior posting resting orders) covers the same instruments."}],"assessment":"Watcher has polled every 60s for 79 min post-w36 without firing β€” no asset has crossed β‰₯1.5%. BTC needs another ~$960 drop (64174.56 β†’ ~63,212) to trigger; stocks offline Sunday. Correctly waiting for fallback at ~16:51 UTC. 5 lifetime deals, 0 open intents, $0.76 realized PnL."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":166,"msgs":3254,"total":188621748,"totalUsd":102.43,"w5":39961257,"w5Usd":23.62,"w5PctPool":16,"w7":188621748,"w7Usd":102.43,"w7PctPool":7.9,"w5Son":28589489,"w7Son":131958388,"hourly":[7.39,8.45,6.39,1.39,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T16:25:54.769Z","tokens":145086,"usd":0.12,"msgs":4}},"onchain":{"deals":39,"openIntents":7,"balanceUsd":100.67,"realizedPnl":0.64,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":195,"wakes":130,"firstWakeMs":1780945920000,"lastWakeMs":1781453940000,"ageMin":7,"lastWhy":"Concurrent wake ran and posted full sell wave first; I caught the duplicate before it could be filled and cancelled it i","repeatWakes":95,"avgGapMin":66,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781456488183,"watching":"15 intents, none takeable; soonestExpiry=1781455501; next poll 80s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":45,"nextFallbackMin":35}},"verdict":{"summary":"LP-Maker compressed spreads further to 0.22-0.35% this cycle (from 1.31% last run), widening the gap vs Vulture's 1% floor and making all 7 maker positions structurally uncompetitive. Wakes w117-w120 correctly cleared stale/undercut quotes (4 buys requoted, SSV 1685 cancelled after rival 1704 appeared at 0.35%), and w121-w124 found 0 takeable/0 mirrorable ed","badge":"MAKER UNDERCUT, TAKER DRY","confidence":"high","bottomLine":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover.","rootCause":{"class":"counterparty-starved","evidence":"0 takeable/0 mirrorable w121-w124; rivals at 0.22-0.35% (w123) vs Vulture 1% floor; 5 sells + 5 buys open across sAAPL/sMSFT/ETH/BTC/SSV with no takers; recent settled: 4 deals ↔ LP-Maker, 1 ↔ Momentum-Nikita"},"reasoningRead":"Sound and on-mission: correctly running scan-edges + check-my-quotes each wake, canceling undercut positions (w120: rival 1704 at 0.35% vs Vulture 1685 at 1.91% β†’ cancelled/reposted), handled concurrent-wake collision (w124 cancelled duplicate 1724). The loop is well-executed but solving the right problem against the wrong constraint β€” LP-Maker's floor renders Vulture's 1% floor non-competitive re","wakeTriggers":["new takeable edge β‰₯1% (scan-edges every 30s)","~5 min pre-expiry of soonest open intent","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: binary near-decided / approaching-resolution trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4/5 recent deals ↔ LP-Maker; but direction unclear β€” if LP-Maker is taker on Vulture's maker intents, Vulture may be mispriced in LP-Maker's","available":"ok β€” dominant hub, 14/16 recent fleet de"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap deal; rotates across same asset universe Vulture covers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in same assets; could take Vulture's maker bids on rebalance slices","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down taker; ETH/BTC sell bids Vulture posts align if BTC conviction fires","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” scan-edges returned 0 takeable w121-w124; no binary near-decided events surfaced in any wake; LP-Maker's 0.22-0.35% is too tight to mirror profitably at 1% floor","wakeScript":{"wellReasonedForMission":true,"good":["30s token-free polling via scan-edges + check-my-quotes β€” correct zero-LLM loop for a reactive taker/maker hybrid","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on confirmed bad intents","Pre-expiry trigger preserves book presence around intent TTL windows","check-my-quotes cancelCmds correctly fired in w120 catching SSV undercut before agent woke"],"lacking":["No binary near-decided / approaching-resolution scan β€” Vulture's mission explicitly covers near-decided binaries but the watcher has no specific trigger for the","1% edge floor hardcoded; with LP-Maker at 0.22-0.35%, Vulture's maker intents will structurally never attract organic takers on shared instruments"],"suggestedChange":"Add a binary near-decided check to the 30s poll (e.g., scan-edges reporting binaries within N% of strike expiry) with a fireWake trigger β€” this is Vulture's differentiated edge vs LP-Maker, which doesn't compete in binary resolution events."},"issues":[{"scope":"agent","title":"Maker floor 1% vs LP-Maker 0.22-0.35% β€” structurally uncompetitive on all 7 shared assets","detail":"LP-Maker compressed from 1.31% (last cycle) to 0.22-0.35% this cycle. Vulture's 1% floor is 3-4x LP-Maker's tightest spread on identical instruments. No taker will prefer Vulture's 1% over LP-Maker's 0.35%. Result: 0 maker fills in w121-w124 despite 10-11 live intents.","fix":"Lower maker floor to <0.5% to compete, OR restrict maker intents to instruments LP-Maker doesn't quote (binary bets, options, index baskets) where 1% may be competitive."},{"scope":"agent","title":"4/5 recent deals ↔ LP-Maker β€” direction unverified, adverse selection risk","detail":"If LP-Maker is taking Vulture's maker quotes (not vice versa), LP-Maker sees edge in them β€” Vulture's oracle pricing may lag LP-Maker's real-time feed. Requires inspecting deal maker/taker sides in settled_deals_detail.","fix":"Check deal direction for the 4 LP-Maker trades; if LP-Maker is consistently taker-side on Vulture intents, Vulture's oracle reference is stale relative to LP-Maker's and needs a tighter price source."},{"scope":"agent","title":"Binary near-decided path has no watcher trigger","detail":"Vulture's mission includes 'near-decided binaries' but w121-w124 show only swap scanning; no binary expiry events fired wakes. Vulture relies on 2h fallback or accidental quote-erosion path to catch approaching binary resolutions β€” potentially missing its highest-edge category.","fix":"Extend scan-edges output to flag binaries approaching resolution (e.g., <5% from strike with <2h TTL), and add a fireWake trigger in the watcher when one appears."}],"assessment":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover."},"overBudget":{"pct":16,"capPct":10}}],"unattributed":{"sessions":8711,"tokens":168745311,"usd":87.95,"w5":6985900,"w5Usd":4.13,"hourly":[1.51,0.54,1.46,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5871,"tokens":47419223,"usd":106.44,"w5":3205155,"w5Usd":11.16,"hourly":[2.25,2.59,4.22,2.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1397435848,"grandUsd":839.81,"grandSessions":15514,"attributedTokens":1181271314,"unattributedTokens":168745311,"boardTokens":47419223,"reassembledTokens":1397435848,"tokensBalance":true,"attributionPct":87.5,"multiMatchSessions":136,"sessionsScanned":10651,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":69851,"dedupedMsgs":35069,"rawTokens":3170519706,"dedupedTokens":1397435848,"dupRatio":2.269}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T16:24:40.430Z","swarm":{"headline":"HUB DOMINATES, STACKER DARK","funnel":{"posted":1721,"settled":156,"conversionPct":9.07,"byTemplate":{"Swap":117,"CustomBinary":34,"Option":5}},"liquidityMap":[{"market":"Swap (USDC↔ETH/sNVDA/sAAPL/sMS","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus ⇄ Rebalancer-Lior / Arb-Hunter-Tom / Stacker-Massimo / Polymarket-Ljuba","status":"ACTIVE hub-and-spoke; 14/16 most-recent deals through LP-Maker; Vulture maker si"},{"market":"Binary BTC (custom template)","flow":"Mimic-Ljuba ↔ Polymarket-Ljuba | Bear-Yosher solo","status":"LIVE: deal #154 (BTC<$64k) expires ~15:42 UTC, BTC at $63,909 β€” ITM for Mimic; B"},{"market":"Options (template 0xb3d66f4…)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"DRY: writer in exit-after-post gap (re-armed at w4, new intents #1716/#1717 post"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE: both agents unprovisioned β€” address=null, 0 lifetime wakes, 33+ consecu"}],"causalLinks":[{"cause":"Option-Writer-Matheus uses exit-after-post pattern: watcher drops (armed=false/pidAlive=false) after posting intents wit","effect":"Option-Taker-Matheus has 0 reliable counterparties during the gap; options market dry between writer wakes; taker w33 co","evidence":"Writer armed=false 4 min after w3; w4 re-armed cleanly, posted #1716 sAAPL + #1717 sNVDA; option-taker w33 (17:31) confirmed zero options; taker's 5 settled deals all counter 0x57F8…B0ff (writer)"},{"cause":"LP-Maker-Matheus is the sole active swap counterparty (117 lifetime deals, 14 of 16 recent deals)","effect":"Five agents (Vulture-Andrew, Arb-Hunter-Tom, Rebalancer-Lior, Stacker-Massimo, Polymarket-Ljuba) depend on a single hub;","evidence":"14/16 most-recent settled deals list LP-Maker as one side; Vulture's 4 recent fills all LP-Maker; Rebalancer's 3 recent fills all LP-Maker; LP-Maker burn $27.54/5h confirms sustained activity"},{"cause":"LP-Maker quotes at 0.22-0.35% spread; Vulture-Andrew enforces a 1% minimum floor on all instruments","effect":"Vulture's 11 open maker positions (sAAPL, sMSFT, ETH, BTC, SSV) are structurally undercut on every shared instrument; no","evidence":"Vulture w121-w124: 0 takeable, 0 mirrorable edges found; LP-Maker SSV ask at 0.35% vs Vulture 1.74% last cycle; Vulture's 5 recent settled deals are all LP-Maker as taker (not Vulture maker fills)"},{"cause":"Stacker-Massimo watcher seenIntents not refreshed between runs β€” LP-Maker's on-book sNVDA ask was already in the stale s","effect":"newMatches returned empty at w38; Stacker missed a valid fill (12 USDC β†’ 0.05862 sNVDA, implied $204.77 ≀ oracleΓ—1.01 ~$","evidence":"w38 no-op with LP-Maker ask live on book passing both Stacker criteria; watcher now armed=false/pidAlive=false/nextFallbackMin=null β€” no scheduled wake exists to self-recover"},{"cause":"index-maker + index-taker never provisioned (address=null, wake_script_source=null, 0 lifetime wakes across 33+ cycles)","effect":"IndexBasket market segment fully offline; no index products can be posted or taken by any fleet agent","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, $0 lifetime tokens β€” structural gap, not a regression"}],"insights":[{"severity":"warn","title":"LP-Maker Single-Hub Concentration Risk","detail":"14 of 16 most-recent deals and ~117 of ~156 total settled swap deals route through LP-Maker-Matheus. Five agents have LP-Maker as their only or primary counterparty. The hub is healthy now (w137-w142 clean, 72-min fallback armed), but one outage freezes Vulture-Andrew, Arb-Hunter-Tom, Rebalancer-Lior, Stacker-Massimo, and Polymarket-Ljuba simultaneously.","evidence":"14/16 recent deals; LP-Maker 117 lifetime; Rebalancer 3/3 recent fills LP-Maker; Vulture 4/4 recent fills LP-Maker","scope":"fleet","fix":"Add a second swap LP or lower Vulture-Andrew's spread floor to ≀0.5% on LP-Maker-competing instruments (ETH, SSV, sAAPL, sMSFT) to distribute counterparty load"},{"severity":"warn","title":"Stacker-Massimo Offline β€” seenIntents Bug + No Scheduled Wake","detail":"Watcher is armed=false/pidAlive=false/nextFallbackMin=null β€” completely offline with no self-recovery path. Root cause: seenIntents not refreshing between wakes caused a missed valid LP-Maker sNVDA ask (12 USDC β†’ 0.05862 sNVDA, $204.77 ≀ oracleΓ—1.01). The seenIntents staleness pattern can affect any agent using newMatches logic.","evidence":"w38 no-op while LP-Maker ask (12 USDC β†’ 0.0585 sNVDA) was live on book and passed both Stacker criteria; current watcher: armed=false/pidAlive=false/nextFallbackMin=null","scope":"core","fix":"Immediate: manually restart Stacker-Massimo watcher. Core fix: add seenIntents TTL (clear entries >60 min old) to the newMatches watcher pattern so pre-existing on-book offers are not permanently filtered"},{"severity":"warn","title":"Index Market Offline β€” 33+ Consecutive Null Cycles","detail":"Both index-maker and index-taker have address=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. This is not a crash β€” they were never provisioned. The IndexBasket segment has produced 0 deals in the entire platform history visible in this dataset.","evidence":"index-maker: 32nd null cycle; index-taker: 33rd null cycle; both armed=false/pidAlive=false/nextFallbackMin=null","scope":"fleet","fix":"Decision required: provision both agents with wallets + CLAUDE.md configs, or formally retire the IndexBasket market segment to remove noise from the board"},{"severity":"warn","title":"Vulture-Andrew Structurally Undercut on All Shared Instruments","detail":"LP-Maker's 0.22-0.35% spread permanently undercuts Vulture's 1% minimum floor on sAAPL, sMSFT, ETH, BTC, and SSV. Vulture w121-w124 found 0 takeable, 0 mirrorable edges. 11 open intents are live but drawing no takers. Vulture's taker side is equally dry. This is not a market thinness problem β€” it's a pricing floor miscalibration vs the dominant maker.","evidence":"Vulture w121-w124: 0 takeable/0 mirrorable; LP-Maker SSV at 0.35% vs Vulture 1.74%; Vulture 5 open buys + 5 sells across shared instruments with TTLs 3-52 min","scope":"fleet","fix":"Lower Vulture-Andrew's minimum spread floor to ≀0.4% on instruments where LP-Maker competes, or redirect Vulture to instruments LP-Maker does not quote (niche synthetics, smaller lots)"},{"severity":"ok","title":"Option-Writer Exit-After-Post Confirmed β€” Not a Crash","detail":"The Step-1 concern is resolved: w4 re-armed cleanly after w3 intents (#0x68e/#0x68f) expired on schedule. New intents #1716 (sAAPL) + #1717 (sNVDA) are posted with 99-min fallback. The armed=false gap was the intentional post-then-sleep pattern. Options market will recover when taker w34 fires.","evidence":"Option-writer armed=true/pidAlive=true/nextFallbackMin=99 at w4; w4 log: 'reposting with same pricing but extended TTL'; taker has 342-min fallback armed","scope":"fleet","fix":"None required. Consider documenting exit-after-post as an expected watcher pattern to avoid false crash alerts in future observer cycles"},{"severity":"ok","title":"Polymarket-Ljuba Fully Recovered + Mimic Deal #154 Live","detail":"401 cleared: w42-w49 all clean. sAAPL exit intent #1711 (0.085722 sAAPL β†’ 24.96 USDC) posted with LP-Maker as likely filler. Mimic deal #154 (BTC<$64k, $7.38 stake) expires ~15:42 UTC with BTC at $63,909 β€” 0.1% ITM for Mimic; settlement imminent and determines Mimic's next move.","evidence":"Polymarket armed=true/pidAlive=true/nextFallbackMin=1403; Mimic armed=true/pidAlive=true/nextFallbackMin=35; BTC ~$63,909 vs $64k strike","scope":"fleet","fix":"None required. Monitor Mimic w97 post-settlement for correct adaptation (win β†’ hold USDC, loss β†’ re-evaluate BTC-above thesis)"}],"fleetMoves":[{"scope":"core","action":"Add seenIntents TTL to the newMatches watcher pattern (clear entries older than one wake interval) β€” Stacker-Massimo is dark right now because of this; any agent using newMatches can silently miss pre-existing on-book offers permanently"},{"scope":"fleet","action":"Manually restart Stacker-Massimo watcher immediately β€” armed=false/pidAlive=false/nextFallbackMin=null means no self-recovery; LP-Maker's sNVDA ask (12 USDC β†’ 0.0585 sNVDA) is live on book and Stacker is the natural taker"},{"scope":"fleet","action":"Lower Vulture-Andrew's minimum spread floor to ≀0.4% on LP-Maker-competing instruments, or redirect to non-overlapping instruments β€” 11 open intents are drawing zero takers because LP-Maker undercuts on every shared name"},{"scope":"fleet","action":"Provision index-maker + index-taker or retire the IndexBasket segment β€” 33+ null cycles with address=null is a board dead-weight and a provisioning decision deferred too long"},{"scope":"fleet","action":"Add a second swap liquidity provider or configure LP-Maker-Matheus redundancy β€” 117 of ~156 settled deals route through one agent; single-hub failure freezes five dependent agents simultaneously"}],"at":"2026-06-14T16:26:54.190Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, WRITER DOWN","healthDelta":"Better than last run: polymarket-ljuba fully re-armed (401 cleared, armed=true/pidAlive=true vs dead last cycle), 16 recent deals all flowing through LP-Maker hub; offset by option-writer watcher just dropping to armed=false/pidAlive=false 4 min after w3, leaving 4 live swap intents (~57 min TTL) un","focusAreas":["Option-Writer watcher down (armed=false/pidAlive=false) with 4 open intents expiring in 57-58 min β€” unplanned crash or intentional exit-after-post script pattern?","LP-Maker-Matheus dominates 14/16 recent deals (117 lifetime, $27.54/5h burn) β€” single-hub concentration means any outage freezes the swap market","Mimic-Ljuba deal #154 (BTC below $64k, intent #1609) due ~15:42 UTC β€” BTC at ~$63,909 is 0.1% below $64k strike, outcome imminent and determines next Mimic move","Vulture-Andrew 11 open intents but LP-Maker undercuts on SSV (1.31% vs Vulture's 1.74%) β€” Vulture maker side may be structurally uncompetitive on shared instruments","Option-Taker nextFallbackMin=1 (imminent fire) with 134 min gap since w32 and stale 'seen' tag on #1641 ETH call blocking re-evaluation"],"perAgentFocus":{"arb-hunter-tom":"HIGH_WATER advanced 1652β†’1674 (22 intents scanned) last cycle with deal #152 captured β€” since w223 (9 min ago), has the water mark advanced further or found any new binary fill, and is the 25 min fallback cadence matched to current binary s","bear-yosher":"BTC ~$63,909 sits 2.4% below the #1674 strike of $65,500 making Bear's SHORT ITM β€” is w46 correctly holding patient given the cushion, or did it take any new action, and does the 232 min fallback ensure it catches expiry at ~15:53 UTC?","index-maker":"32nd consecutive null cycle β€” any provisioning signal, wallet assignment, or config change this cycle, or still fully dormant?","index-taker":"33rd consecutive null cycle β€” any change from undeployed state, or still fully dormant with index-maker also offline?","lp-maker-matheus":"Armed=true (nextFallbackMin=77) with 11 open intents across sMSFT/sAAPL/SSV/BTC/ETH (35-37 min TTL) β€” did w137 refresh quotes after the recent Rebalancer-Lior and Vulture fills, and is inventory still balanced or has any leg been depleted?","mimic-ljuba":"Deal #154 (BTC below $64k, intent #1609) was due to expire ~15:42 UTC with BTC at ~$63,909 (barely ITM for taker) β€” has it settled, expired, or is still live, and what did w97 target as the next move after the '[object Object]' bug was note","momentum-nikita":"524 min fallback is very long for a momentum strategy β€” with SSV ~50% of portfolio at $102.20 peak after 4 disciplined holds (w31-w34), has SSV moved enough since w34 to trigger rotation, or is a continued hold still the correct read?","option-taker-matheus":"nextFallbackMin=1 (imminent fire) but 134 min since w32 where execution of #1641 ETH call failed mid-wake β€” has #1641 expired since, are there new ETH/BTC option custom deals on the book this cycle, and will the stale seen-list entry block ","option-writer-matheus":"Watcher dropped to armed=false/pidAlive=false just 4 min after w3 with 4 live swap intents (sNVDAΓ—2, sAAPLΓ—2, ~57 min TTL) unmonitored β€” is this an intentional script exit-after-post pattern, or has the process crashed and needs restart bef","polymarket-ljuba":"Prior summary showed watcher dead (401 error) after w31; now armed=true/pidAlive=true β€” did a subsequent wake execute after recovery, what is the status of the sAAPLβ†’USDC swap (0.085722 sAAPL β†’ 24.96 USDC, 41 min left) given w31 supposedly ","rebalancer-lior":"Still waiting for 2026-06-16T13:30:00Z market open (nextFallbackMin=2787, ~46 h) with zero USDC capital β€” any change in capital position or confirmed patient hold for another cycle?","stacker-massimo":"nextFallbackMin=19 (about to fire) with LP-Maker's sNVDA ask (12 USDC β†’ 0.05862 sNVDA, 37 min left) on the book within Stacker's ~1% oracle tolerance β€” did w38 take LP-Maker's offer or post a competing bid, and is intent #1599 (10 USDC β†’ sN","swing-nikita":"0 dislocations β‰₯1.5% found at w36 (74 min ago) with nextFallbackMin=48 β€” has any asset crossed the threshold since then, or is another no-action hold expected given stocks closed Sunday and crypto flat?","vulture-andrew":"LP-Maker undercuts Vulture on SSV (1.31% vs 1.74%) and likely other crypto pairs β€” with 11 open intents and w118 2 min ago, did the latest wake identify any mispricing angles outside LP-Maker's coverage or clear stale uncompetitive maker qu"},"ctas":[{"scope":"agent","text":"option-writer-matheus: diagnose whether armed=false/pidAlive=false is an intentional watcher-exit-after-post script pattern or an unplanned crash β€” if crash, restart before the 4 live swap intents (~5"},{"scope":"agent","text":"option-taker-matheus: on the imminent wake (nextFallbackMin=1), confirm #1641 has expired and is cleared from seen-list so new ETH/BTC option custom deals are not blocked by a stale entry"},{"scope":"agent","text":"vulture-andrew: audit maker quotes on instruments where LP-Maker competes (SSV, BTC, ETH) β€” either tighten below LP-Maker's 1.31% spread or shift maker quota to instruments LP-Maker does not quote (bi"},{"scope":"fleet","text":"LP-Maker concentration: 14/16 recent deals route through one agent at $27.54/5h burn β€” assess adding a secondary liquidity provider to reduce single-point-of-failure risk in the swap market"}],"at":"2026-06-14T16:08:57.647Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T17:24:02.852Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":101.76,"used7d":null,"used7dUsd":864.33,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":60.1,"estPct7d":59.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":170.8,"estPct7d":143.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":144.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":116.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":115653450,"w7":1046581196,"tot":1046581196},"haiku":{"w5":34679304,"w7":385461686,"tot":385461686}},"fleet":{"agentsUp":12,"lifetimeTokens":1432062693,"lifetimeUsd":864.33,"sessions":15568,"deals":159,"openIntents":21,"totalIntents":1777},"oracle":{"USDC":1,"ETH":1663.79,"BTC":63924.51,"SSV":2.3,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T17:15:21.952Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":916449,"w5Usd":0.59,"w5PctPool":0.4,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":916449,"w7Son":16737100,"hourly":[0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":101.13,"realizedPnl":1.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":221,"wakes":227,"firstWakeMs":1780927992000,"lastWakeMs":1781456460000,"ageMin":23,"lastWhy":"No binary bet clears the take bar. No swap edge: SSV-sell intents priced against taker; WETH/mBTC blocked by needsApprov","repeatWakes":203,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781458275181,"watching":"new intent >1754 β‰₯10bps OR binary bet ≀30min to settlement β€” 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":7}},"verdict":{"summary":"HIGH_WATER advanced 1713β†’1735β†’1741β†’1754 across w226–w228 (~41 new intents scanned, 0 binary fills). 1 new swap fill: deal #156 (w227, +109bps SSV-edge vs LP-Maker-Matheus) β€” fallback swap, not binary. The visible BTC binary at w226 had 23.4h to settle and CEX was $970 below strike (~$64k vs β‰₯$65k required); both the near-expiry and margin bars fail simultane","badge":"SWAP ONLY; BINARY IDLE","confidence":"high","bottomLine":"Deal #156 (w227) was a +109bps SSV-edge fallback swap vs LP-Maker-Matheus β€” not a binary fill. HIGH_WATER advanced 1713β†’1754 (41 intents), zero came near the 30-min expiry threshold; the only visible binary was ~23h to settle and $970 off-strike. Binary silence is structural (no near-decided bets at the right CEX price), not a toolchain block. The watcher id>HIGH_WATER filter is advancing correctly but the near-expiry re-wake gap remains the priority fix.","rootCause":{"class":"structural","evidence":"BTC binary at w226: CEX $970 below strike (needs BTC β‰₯$65k, Coinbase ~$64k), 23.4h to settle β€” both the β‰₯0.5% margin and ≀30min expiry bars fail simultaneously. 0 binary fills across all scanned intents since w219 (template-hash fix); swap arm functional (3 recent fills including deal #156)."},"reasoningRead":"Sound reasoning on both surfaces. At w226 the agent correctly cited the exact shortfall (BTC $970 below strike, 23.4h to expiry) rather than deferring blindly. Swap arm reasoning is quantitative and on-mission. No evidence of churn or off-mission moves β€” correctly waiting on binary when both bars fail.","wakeTriggers":["New intent id > HIGH_WATER (1754) with SSV β‰₯10bps edge (buy or sell direction)","New binary bet with BINARY_BET_HASHES template hash AND id > HIGH_WATER","30-min fallback","MISSING: existing binary bets approaching ≀30min expiry do not re-trigger watcher β€” label says '≀30min to settlement' fires but code skips any intent already in"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 9/10 recent swap deals; 11 open quotes across BTC/ETH/sAAPL/sNVDA/sMSFT/SSV with 0.22–0.35% spreads","available":"active, 11 open quotes"},{"agent":"vulture-andrew","fit":"maybe","why":"1 recent deal; posts baited/sharp intents that arb-hunter could take if edge clears 10bps floor","available":"7 open intents"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets BELOW on BTC/ETH β€” potential binary counterparty if BTC returns to β‰₯$65k strike range","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"none β€” the BTC binary at w226 was correctly rejected (CEX $970 below strike AND 23.4h to settle; both primary and secondary bars fail). No evidence of a near-decided binary appearing between wakes that was missed, though the watcher gap makes this partially unmeasurable: a bet could cross the 30-min threshold without triggering a dedicated re-wake.","wakeScript":{"wellReasonedForMission":true,"good":["SSV-edge buy/sell trigger correctly fires on actionable swap opportunities β€” produced 3 fills including deal #156 at +109bps","HIGH_WATER advances each wake (1713β†’1735β†’1741β†’1754 confirmed in source), preventing re-scanning settled intents","Binance SSV feed with 30s cache and Coinbase BTC feed correctly separated for the two surfaces","30-min fallback ensures binary surface is scanned regularly even without new intents"],"lacking":["Label claims 'binary bet ≀30min to settlement' as a trigger but implementation discards any intent already in seenIds β€” a bet that was posted before HIGH_WATER ","Only 1 binary template hash hardcoded (0x85aeb4…f9fc, BTC-directional); ETH binary or other templates miss the watcher trigger entirely and rely solely on the 3"],"suggestedChange":"After the new-intent scan loop, add a second pass over all open intents: for any intent whose templateHash is in BINARY_BET_HASHES and whose expiry ≀ nowSec + NEAR_EXPIRY_SEC and intentId not in wokenBets β€” fireWake and add to wokenBets. Th"},"issues":[{"scope":"agent","title":"Watcher binary trigger silently skips existing bets approaching expiry","detail":"Code: `if (id <= HIGH_WATER || seenIds.has(intent.intentId)) continue` β€” once a binary bet enters seenIds on first scan, it is never re-evaluated for time-proximity. A bet posted 40min ago that crosses into ≀30min-to-expiry will only be caught on the next 30-min fallback wake, introducing up to 29mi","fix":"Add a post-loop expiry sweep: iterate all open intents for BINARY_BET_HASHES membership + expiry ≀ nowSec + NEAR_EXPIRY_SEC + not in wokenBets β†’ fireWake and persist to wokenBets. This is the single highest-leverage change given the binary arm's 0-fill streak."},{"scope":"agent","title":"Single hardcoded binary template hash misses ETH and other binary instruments","detail":"BINARY_BET_HASHES = Set([0x85aeb4…f9fc]) only covers the one known BTC-directional bet template. If bear-yosher or mimic-ljuba post ETH binary bets under a different hash, the watcher's binary trigger won't fire on them.","fix":"Fetch the known binary template hashes from belt's template registry at arm-time, or add the ETH binary template hash alongside BTC's."}],"assessment":"Deal #156 (w227) was a +109bps SSV-edge fallback swap vs LP-Maker-Matheus β€” not a binary fill. HIGH_WATER advanced 1713β†’1754 (41 intents), zero came near the 30-min expiry threshold; the only visible binary was ~23h to settle and $970 off-strike. Binary silence is structural (no near-decided bets at the right CEX price), not a toolchain block. The watcher id>HIGH_WATER filter is advancing correctly but the near-expiry re-wake gap remains the priority fix."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":1830876,"w5Usd":1.24,"w5PctPool":0.7,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":1830876,"w7Son":27354806,"hourly":[0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":90.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":221,"wakes":73,"firstWakeMs":1780944154000,"lastWakeMs":1781456028000,"ageMin":30,"lastWhy":"Intent 1713 expired unfilled. Mission requires exactly one resting BTC-BELOW anchor when posture=SHORT. No binaries to t","repeatWakes":51,"avgGapMin":167,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781470768969,"watching":"intent 1757 resolved | new BinaryBet | BTC>$65,091 | ETH>$1,691 | 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":215}},"verdict":{"summary":"w47 (16:53 UTC Jun 14) confirmed #1713 expired unfilled β€” BTC ~$63,909 was 1.66% below the $65k strike, making bear-yosher's BELOW side clearly ITM and the ABOVE side rationally unattractive to any counterparty. Re-posted #1757 at same $65k strike (baseline now $64,129, TTL ~17:53 UTC, ~49 min remain at analysis time). Four consecutive anchors unfilled (#162","badge":"ITM ANCHOR, ZERO TAKERS","confidence":"high","bottomLine":"Intent #1713 was in-the-money for bear-yosher (BTC $63,909 < $65k strike) β€” no taker stepped up for the ABOVE side because that side was clearly OTM, which is rational market behavior, not a failure. #1757 rests at the same $65k strike with ~49 min left; arb-hunter and vulture are theoretical takers but only if BTC recovers ~1.7% to near strike.","rootCause":{"class":"structural","evidence":"4 consecutive anchors (#1626 $67k, #1674 $65.5k, #1713 $65k, #1757 $65k) expired/resting unfilled; BTC at $63,909 puts the ABOVE side 1.66% OTM β€” no rational counterparty fills a clearly losing side; no bull agent in fleet is actively hunting ABOVE binary bets"},"reasoningRead":"Sound reasoning solving the right problem: adaptive step-down $67kβ†’$65.5kβ†’$65k correctly tracks BTC drift; w43 HALT on β‰₯3/4 legs up was on-mission discipline; w47 re-post after expiry is crisp. No churn β€” each wake has a distinct trigger and produces a clear outcome. The unresolved issue is structural (no counterparty for a deeply ITM bet), not a reasoning failure.","wakeTriggers":["intent 1757 resolves (fill or expiry) β€” correct, handles 1h TTL without relying on 4h fallback","new BinaryBet on book (taker opportunity scan)","BTC > $65,091 (+1.5% from $64,129 baseline β€” near-strike, appropriately triggers posture re-check)","ETH > $1,691 (+1.5% from $1,666 baseline)","4h fallback ~20:53 UTC (safety net only)","MISSING: no BTC downward trigger β€” if BTC falls further, anchor grows more deeply ITM with even less taker interest, but watcher won't wake to re-strike until e"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries via CEX latency arb β€” would fill ABOVE only if CEX shows BTC recovering toward $65k; currently OTM at -$2,091 ga","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries (42 deals, most active binary taker) β€” same condition as arb-hunter; ABOVE must approach strike for vulture to a","available":"ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"accepts 'winnable' open bets re-priced to live oracle β€” ABOVE at $63.9k vs $65k strike is not winnable at current price; might act if BTC re","available":"ok"},{"agent":"polymarket-ljuba","fit":"no","why":"checks Polymarket implied distribution β€” Polymarket will also price BTC-below-$65k as high probability given spot; won't buy the ABOVE side","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"none β€” bear-yosher is the BELOW maker; no open ABOVE bets were visible for bear-yosher to take as taker (w47 confirms 'no binaries to take'); basket buys paused (USDC locked pattern and basket over cap per w43 state)","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires on expiry β€” correctly handles 1h TTL; 4h fallback is pure safety net, not the primary signal","New BinaryBet scan enables opportunistic taker role if a cheap ABOVE bet from another agent appears on book","BTC adverse trigger at $65,091 aligns with strike β€” HALT fires before the bear bet flips OTM, protecting posture logic","Script correctly tracks new intent ID (1757 after 1713) β€” well-maintained after each re-post"],"lacking":["No downward BTC trigger: if BTC falls to e.g. $62,500 (-2.5% from baseline), the $65k strike becomes even more deeply ITM with near-zero taker probability; watc"],"suggestedChange":"Add a BTC fall trigger (e.g., BTC < $62,500, ~-2.5% from $64,129 baseline) to fire a wake for strike reconsideration β€” a deeply ITM anchor ($65k with BTC at $62k) has essentially zero chance of a taker; an early wake could allow re-posting "},"issues":[{"scope":"agent","title":"Deeply ITM anchor has no downward price trigger to prompt re-striking","detail":"Four consecutive anchors all expired unfilled as BTC drifted below each strike. The watcher correctly fires when BTC rises (adverse), but has no trigger when BTC falls further β€” so a $65k anchor with BTC at $62k would sit until expiry rather than re-evaluate. Each expiry wastes ~1h and 0.04 USDC in ","fix":"Add a downward trigger (BTC < baseline - 2.5%, ~$62,526 given $64,129) to wake and potentially re-post at a tighter strike, reducing the OTM gap for ABOVE-side takers while preserving the bear conviction."}],"assessment":"Intent #1713 was in-the-money for bear-yosher (BTC $63,909 < $65k strike) β€” no taker stepped up for the ABOVE side because that side was clearly OTM, which is rational market behavior, not a failure. #1757 rests at the same $65k strike with ~49 min left; arb-hunter and vulture are theoretical takers but only if BTC recovers ~1.7% to near strike."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"33rd consecutive null cycle β€” zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal detected this cycle either: no wallet assignment, no config file, no env var. IndexBasket market segment fully offline; index-taker identically dormant, so","badge":"UNDEPLOYED β€” NULL","confidence":"high","bottomLine":"Still fully undeployed: 0 lifetime tokens, 0 wakes, null wake script, no wallet address β€” 33 consecutive cycles with no provisioning signal. This is not a crash; the agent has never started. No action is possible until a wallet and config are assigned.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0, settled_deals='not-indexed'. No change across 33 observed cycles."},"reasoningRead":"No reasoning to evaluate β€” agent has never executed. The focus question is answered: there is no new provisioning signal this cycle. The null state is unchanged.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no wallet/address assigned","MISSING: no watcher process (armed=false, pidAlive=false)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the short-side counterparty for LONG IndexBasket intents index-maker would publish","available":"Also fully undeployed β€” 0 wakes, null sc"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken and has no watcher β€” blind to book by definition","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Provision the agent: assign a wallet, write and deploy a wake script, register the watcher. Without these no analysis of script quality is possible."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 33 null cycles","detail":"index-maker has address=null, 0 lifetime tokens, 0 wakes, null wake script across 33 observed cycles. It has never started. The IndexBasket market segment (index-maker + index-taker) is fully offline.","fix":"Assign a funded wallet, write a wake script that publishes a LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) and pushes verified source to the indexer, then arm the watcher. Coordinate with index-taker provisioning β€” a maker with no taker produces intents no one can audit or fill."},{"scope":"agent","title":"index-taker co-dependency β€” both sides undeployed","detail":"index-taker is identically dormant (0 wakes, null script, unknown health). Even if index-maker were deployed today, there is no counterparty to take the short side of its LONG IndexBasket intents.","fix":"Deploy index-maker and index-taker together; the market only functions when both sides exist."}],"assessment":"Still fully undeployed: 0 lifetime tokens, 0 wakes, null wake script, no wallet address β€” 33 consecutive cycles with no provisioning signal. This is not a crash; the agent has never started. No action is possible until a wallet and config are assigned."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"34th consecutive null cycle β€” confirmed no change. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens across all time. Index-maker (sole natural counterparty and only source of LONG IndexBasket intents) remains health=unknown and equally undeployed. Both sides of the IndexBasket market are offline; no unil","badge":"UNDEPLOYED BOTH SIDES","confidence":"high","bottomLine":"34 null cycles; nothing changed. watcher.armed=false, pidAlive=false β€” the process has never started. Index-maker (the only agent that can post LONG IndexBasket intents index-taker could take the short side of) is also health=unknown and undeployed, so there are literally 0 eligible intents in the book. No path to a deal exists until both agents are deployed.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=0. Index-maker is the only source of LONG IndexBasket intents; it is also undeployed (health=unknown, roster). Neither side can act first β€” index-taker is a pure taker and requires a live maker-side intent."},"reasoningRead":"N/A β€” 0 wakes, no reasoning to evaluate in any cycle.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole author of LONG IndexBasket intents; index-taker's only possible counterparty by mission design","available":"undeployed β€” health=unknown, 0 deals, no"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker is undeployed so zero LONG IndexBasket intents exist on the book; unmeasurable in the positive sense until index-maker goes live","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","no fallback cadence defined","no trigger on new IndexBasket intents from index-maker"],"suggestedChange":"Deploy a wake script that monitors for open LONG IndexBasket intents (filter by template/instrument slug) and fires when one appears β€” but this is moot until index-maker is deployed first, so the blocker is index-maker deployment, not the w"},"issues":[{"scope":"agent","title":"index-taker never deployed","detail":"34 cycles, 0 wakes, $0 tokens, no wake script, no watcher process. The agent has never been initialized.","fix":"Deploy index-taker only after index-maker is live and posting LONG IndexBasket intents β€” deploying in isolation produces 0 deals and burns setup cost for nothing."},{"scope":"agent","title":"index-maker (sole counterparty) equally undeployed","detail":"Both sides of the IndexBasket market are offline. Index-taker's mission is structurally taker-only β€” it cannot post intents, only cross them. No unilateral action is possible.","fix":"Sequence: deploy index-maker first, confirm it is posting LONG IndexBasket intents with verified source on the indexer, then deploy index-taker. Without that sequencing, index-taker wakes into an empty book on every cycle."}],"assessment":"34 null cycles; nothing changed. watcher.armed=false, pidAlive=false β€” the process has never started. Index-maker (the only agent that can post LONG IndexBasket intents index-taker could take the short side of) is also health=unknown and undeployed, so there are literally 0 eligible intents in the book. No path to a deal exists until both agents are deployed."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":623,"msgs":13597,"total":841699745,"totalUsd":488.05,"w5":74559180,"w5Usd":45.66,"w5PctPool":29.8,"w7":841699745,"w7Usd":488.05,"w7PctPool":35.1,"w5Son":59008343,"w7Son":674525377,"hourly":[16.89,4,9.69,11.95,3.13,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T17:23:48.292Z","tokens":234304,"usd":0.25,"msgs":6}},"onchain":{"deals":119,"openIntents":11,"balanceUsd":747.01,"realizedPnl":-2.92,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":231,"wakes":154,"firstWakeMs":1781018900000,"lastWakeMs":1781457469000,"ageMin":6,"lastWhy":"Cluster X prefire at 17:17 UTC. Oracle moved up ETH/BTC β†’ old bids widened; included in renewal. 11 fresh quotes at targ","repeatWakes":135,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781463070257,"watching":"Cluster Y prefire ~18:04 UTC | ETH [1660,1665] | BTC [63860,64060] | SSV [2.295,2.310] | stocks | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":87}},"verdict":{"summary":"Cluster Vβ†’W renewal at w140 (22 TXs) held cleanly through w141-w142 β€” no fills, no inversions, spreads valid. SSV oracle +1.3% ($2.28β†’$2.31) at w143 inverted the SSV ask to -52bps, triggering the full 22-TX Cluster X renewal; neither Vulture's 4 fills nor Rebalancer's 2 fills caused an inventory imbalance requiring it β€” oracle drift drove both renewals. Clus","badge":"HUB HEALTHY CLUSTER X LIVE","confidence":"high","bottomLine":"LP-Maker is healthy and dominant (119 settled deals, 13/16 fleet deals routed here, 11/12 Cluster X quotes live at $746.97 pool). Both cycle cluster renewals were oracle-drift-triggered (SSV +1.3% β†’ -52bps inversion; ETH/BTC -0.43%/-0.34% bid inversion at w147), not fill-induced imbalance. Spread held with Ο„=3bps floor; w147 applied an 8bps bid floor on the ETH/BTC short-skew side. Recurrent watcher PID death (w146: PID 13079 dead) remains the only structural risk β€” it leaves all three trigger types blind between death and next scheduled wake.","rootCause":{"class":"maker-only","evidence":"119 settled deals, $746.97 pool (+$46.97). Cluster renewals Vβ†’W and Wβ†’X both oracle-drift-triggered (SSV +1.3%, ETH -0.43%, BTC -0.34%). Vulture 4 fills + Rebalancer 2 fills left no detectable inventory imbalance requiring a refresh. All Ο„<3bps declines (w140b edge -0.69bps, w141 all off-market) wer"},"reasoningRead":"Sound and on-mission. SSV -52bps inversion flagged immediately at w143; ETH/BTC bid inversions caught at w147 with inventory-aware 8bps floor. One mispost (ETH ask +0.05bps at w144, below Ξ΄_floor) caught and corrected within the cluster. No off-mission churn β€” every 0-TX wake held valid existing quotes rather than reflexively reposting.","wakeTriggers":["Time: 7min prefire before earliest Cluster X expiry (#1728 BTC ask ~17:24 UTC, ts 1781457420)","Price guards: ETH [1657,1669], BTC [63860,64180], SSV [2.285,2.315], sAAPL [288,294], sNVDA [203,207], sMSFT [388,394]","New fillable swap intent from non-LP-Maker poster (via readOpenIntents, deduplicated by seen set)","90min fallback (~18:27 UTC)","MISSING: no watcher self-resurrection β€” PID 13079 died silently at w146; only detected on next agent wake, leaving prefire and price-guard triggers blind in the"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8+ fills this cycle across swap arm; consistent taker of ETH/BTC/SSV quotes","available":"ok, 20 deals, health ok"},{"agent":"0xBd6a…9863","fit":"yes","why":"8 fills this cycle β€” largest single taker, external wallet","available":"external, untracked cadence"},{"agent":"momentum-nikita","fit":"yes","why":"5+ fills this cycle, swaps rotating asset leadership","available":"ok, 9 deals"},{"agent":"vulture-andrew","fit":"yes","why":"4 fills this cycle, picks off spread routinely","available":"ok, 42 deals"},{"agent":"stacker-massimo","fit":"yes","why":"3 fills; live sNVDA ask within reach, nextFallbackMin=7 (imminent wake)","available":"armed, nextFallback=7min"},{"agent":"rebalancer-lior","fit":"yes","why":"2 fills this cycle (DCA slices via LP-Maker)","available":"ok, 15 deals"}],"reliableCounterparties":6,"missedOpportunities":"w140b: sAAPL poster wanted slightly above oracle; LP-Maker edge -0.69bps < Ο„ 3.85bps β€” correctly declined. w141: all intents off-market or below Ο„=3bps. No measurable missed fills; every decline was within Ο„ policy.","wakeScript":{"wellReasonedForMission":true,"good":["Prefire 7min before earliest Cluster X expiry (#1728 BTC ask ~17:24 UTC) β€” gives a clean cancel/repost window before quotes go stale","Per-asset inversion guards tuned to actual posted bid/ask inversion points with conservative buffers (e.g. SSV bid inverts at $2.2818, guard low is $2.285; ETH ","New fillable swap detector fires immediately on fresh counterparty flow (deduplicated via seen set) β€” correct responder behavior for hub mission","90min fallback well-calibrated to Cluster X lifetime (earliest expiry ~17:24, fallback ~18:27)"],"lacking":["No PID liveness probe: watcher death (w146: PID 13079 dead) is only discovered on the next scheduled agent wake. Between death and discovery, prefire, price-gua"],"suggestedChange":"Inside runWatchLoop, read current.pid at startup and compare to process.pid; if the recorded PID is not alive and differs from self, fireWake('watcher PID mismatch β€” sibling watcher dead, rearm needed'). Alternatively, have the post-wake cl"},"issues":[{"scope":"agent","title":"Recurrent watcher PID death: w146 PID 13079 died silently after firing","detail":"Watcher process dies after triggering a wake and is only detected on the next scheduled wake. At w146 (16:52), PID 13079 was dead; recovery required an agent wake to detect (via current.pid check) and rearm PID 13630. This has recurred across prior cycles. During the gap (death β†’ next wake), all thr","fix":"Add a PID liveness check inside runWatchLoop (compare current.pid file vs process.pid; if the recorded sibling PID is dead, fire immediately). Alternatively, the post-wake step should assert watcher health and rearm inline rather than exiting and relying on the next wake to discover the gap."},{"scope":"agent","title":"ETH ask mispost below Ξ΄_floor at w144 (Cluster X launch)","detail":"ETH ask #1726 was posted at +0.05bps above oracle mid ($1,666.67 implied vs oracle $1,666.59), below the configured Ξ΄_floor. Required a 2-TX correction at w144. Suggests the spread-calculation logic for ETH on the first post after a full cluster refresh does not enforce Ξ΄_floor before submitting.","fix":"Assert ask_price β‰₯ oracle Γ— (1 + Ξ΄_floor) before posting in the cluster-post routine; recalculate and re-floor rather than posting and patching."}],"assessment":"LP-Maker is healthy and dominant (119 settled deals, 13/16 fleet deals routed here, 11/12 Cluster X quotes live at $746.97 pool). Both cycle cluster renewals were oracle-drift-triggered (SSV +1.3% β†’ -52bps inversion; ETH/BTC -0.43%/-0.34% bid inversion at w147), not fill-induced imbalance. Spread held with Ο„=3bps floor; w147 applied an 8bps bid floor on the ETH/BTC short-skew side. Recurrent watcher PID death (w146: PID 13079 dead) remains the only structural risk β€” it leaves all three trigger types blind between death and next scheduled wake."},"overBudget":{"pct":29.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":1829551,"w5Usd":1.25,"w5PctPool":0.7,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":1829551,"w7Son":2830185,"hourly":[0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":88.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":220,"wakes":118,"firstWakeMs":1780927020000,"lastWakeMs":1781455662000,"ageMin":36,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":87,"avgGapMin":87,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781460012594,"watching":"new BinaryBet with β‰₯3pp edge appears (or 60min fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":36}},"verdict":{"summary":"Deal #154 (BTC below $64k, $7.38 stake, accepted w96 at 14:27 UTC) has settled as a LOSS β€” portfolio dropped from $95.62 to $88.24, exactly $7.38, confirming BTC was above $64k at 15:42 UTC expiry despite now trading at ~$63,909. Post-settlement (w97–w100) mimic correctly holds: binary board is empty, no new BinaryBet to mirror or accept. The [object Object]","badge":"LOSS SETTLED / WATCHING","confidence":"high","bottomLine":"Deal #154 lost ($7.38; BTC was above $64k at 15:42 UTC, then dropped to $63,909). Portfolio is $88.24, down from $95.62. Binary book has been empty since w97 β€” no new bet to take or mirror. [object Object] bug recurred at w100 but decisions remain coherent; holding correctly.","rootCause":{"class":"counterparty-starved","evidence":"w99 (16:47): 'No BinaryBet on board to accept; no recent binary flow to mirror.' w100 (16:32): same β€” edge floor unmet, 0 open intents. No bear-yosher or polymarket-ljuba binary posted since deal #154 settled at 15:42."},"reasoningRead":"Sound and solving the right problem. w97–w99 cite empty board + one-deliberate-move rule precisely. w98 correctly rejected #1713 at +0–5pp (below 3pp floor). The only noise is the [object Object] log at w100 β€” the decision output is still valid JSON but the narrative string is corrupted, suggesting an object-to-string coercion bug in the logging path rather than in the reasoning itself.","wakeTriggers":["new BinaryBet matching template hash 0x09cd…060c appears on book","60-min fallback (nextFallbackMin=55 now)","MISSING: edge pre-filter β€” watcher fires for any new BinaryBet regardless of implied edge, as seen at w98 (+0–5pp, $0.77 wasted wake)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets BELOW on BTC/ETH β€” exactly the source mimic mirrors and takes. bear-yosher health=ok.","available":"health=ok; 17 deals; no active binary on"},{"agent":"polymarket-ljuba","fit":"yes","why":"Settled 1 custom deal with mimic; mission includes posting small-shade binary bets. 3 deals total.","available":"health=unknown; low deal count, activity"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries β€” could post near-decided bets mimic takes; or compete on the same intents.","available":"health=ok; HIGH_WATER advancing (1694β†’17"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced near-decided binaries β€” could overlap with mimic's taker criteria on same intents.","available":"health=ok; 42 deals; 7 open intents but "}],"reliableCounterparties":2,"missedOpportunities":"None β€” binary board confirmed empty at w97–w100. BTC at ~$63,909 is below $64k so a new bear-yosher 'BTC below' bet would be ITM and edgeful, but none has been posted. Watcher will catch it within 30s of posting.","wakeScript":{"wellReasonedForMission":true,"good":["Template hash filter (0x09cd…060c) ensures only audited BinaryBet intents trigger a wake β€” correct and tight","newMatches baseline pattern avoids re-firing on stale intents from before watcher started","60-min fallback ensures mimic wakes even in book silence to check mirror flow","PID file enables external watcher control"],"lacking":["Edge pre-filter absent: watcher fires for ANY new BinaryBet; w98 demonstrates this wastes a $0.77 wake on a +0–5pp intent well below the 3pp floor","No directionality guard: w94 noted the new bet was 'opposite to my open above-bet' β€” watcher still fired"],"suggestedChange":"Add a lightweight implied-probability check inside the newMatches predicate: filter out new BinaryBets where |p_on_chain - 0.5| < 0.03 (i.e., edge likely below floor) before firing fireWake β€” this eliminates marginal-bet wakes without requi"},"issues":[{"scope":"agent","title":"[object Object] serialization bug (recurred w93 + w100)","detail":"Wake narrative logs show '[object Object]' in place of a structured value β€” an object is being coerced to string somewhere in the agent's output logging path. Decisions downstream are correct JSON, so this is a display/logging bug, but it obscures the reasoning chain and could mask a real tool-respo","fix":"Audit the agent's CLAUDE.md or wake entrypoint for any string interpolation of a tool response object (e.g., `'result: ' + toolResult` instead of `JSON.stringify(toolResult)`); add explicit serialization at the log site."},{"scope":"agent","title":"Watcher fires on sub-threshold BinaryBets","detail":"The watcher predicate is `(i: any) => true` β€” it triggers on every new BinaryBet regardless of edge. w98 proves this: #1713 at +0–5pp fired a full $0.77 wake that immediately held. At $0.77/wake Γ— potential daily fires this degrades token efficiency.","fix":"Add a cheap on-chain implied-probability gate in the watcher predicate before calling fireWake: skip intents where computed edge < 2pp (conservative floor below the agent's 3pp threshold)."}],"assessment":"Deal #154 lost ($7.38; BTC was above $64k at 15:42 UTC, then dropped to $63,909). Portfolio is $88.24, down from $95.62. Binary book has been empty since w97 β€” no new bet to take or mirror. [object Object] bug recurred at w100 but decisions remain coherent; holding correctly."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":610717,"w5Usd":0.79,"w5PctPool":0.2,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":610717,"w7Son":4778811,"hourly":[0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.39,"realizedPnl":2.38,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":220,"wakes":37,"firstWakeMs":1780940859000,"lastWakeMs":1781457698000,"ageMin":2,"lastWhy":"SSV leads by 0.076pp β€” that is noise, not momentum signal. The rule exists exactly to avoid chasing marginal edges. Cryp","repeatWakes":34,"avgGapMin":239,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781486626240,"watching":"Leader gap β‰₯2pp | new SSV/sNVDA fair seller β‰₯$2 | US mkt close 20:00 UTC | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":480}},"verdict":{"summary":"w36 (06-14T16:27, 38 min ago) fired and held: SSV gap compressed to 0.521pp vs sNVDA β€” down from 0.69pp at w35 over 42 min. Hold is correct; still well inside 2pp threshold. Portfolio stable at $102.20 peak (SSV 22.3854 units, 50.4%; USDC 42.3%). Watcher alive and armed; effective next wake is the hardcoded 20:00 UTC market-close trigger (~2h30min out), not ","badge":"HOLDING, GAP COMPRESSING","confidence":"high","bottomLine":"Hold remains correct at 0.521pp (w36) β€” well below the 2pp edge threshold β€” but SSV's lead has compressed 0.17pp in 42 min, with sNVDA closing. The watcher will fire at 20:00 UTC for a crypto-only re-rank; if sNVDA crosses SSV before then and no fair sNVDA seller appears on book, the leadership change goes undetected until that hardcoded wake.","rootCause":{"class":"structural","evidence":"0.521pp leader-vs-2nd gap at w36 is below EDGE_PP=0.02 (2pp); mission demands β‰₯2pp edge before acting β€” agent correctly idle across w31–w36"},"reasoningRead":"Sound and on-mission: consistent 2pp edge filter applied across 6 consecutive wakes (w31–w36) with quantitative gap readings each time. Gap compression from 0.69pp to 0.521pp is noted and correctly classified as noise. One blind spot: slow leadership crossover (both assets drifting together, intra-session gap stays sub-2pp) won't fire the watcher β€” the agent would discover a flip only at the 20:00","wakeTriggers":["Leader-vs-2nd intra-session gap β‰₯2pp (from watcher-start baseline)","New fair-value SSV seller β‰₯$2 notional, ≀oracleΓ—1.005","New fair-value sNVDA seller β‰₯$2 notional, ≀oracleΓ—1.005","US market close 2026-06-14T20:00:00Z β€” hardcoded single-use, fires ~2h30min from now","9h fallback (nextFallbackMin=506 β€” backstop only, well after market-close trigger)","MISSING: leadership-crossover trigger (if sNVDA overtakes SSV without a fair-seller appearing)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 8 recent deals; holds live sNVDA ask (12 USDCβ†’0.05857 sNVDA) and active SSV quotes β€” primary execution route for any momentum rotation","available":"ok, 11 open quotes"},{"agent":"stacker-massimo","fit":"maybe","why":"SSV accumulator with nextFallbackMin=7 (imminent wake); may compete on SSV asks or post bids that cross momentum's taker intent","available":"ok, imminent"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal; DCA cadence could overlap on shared equity/crypto assets","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 recent deal (likely swept a posted intent); opportunistic, not a reliable primary counterparty","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent correctly held w31–w36 on signal below threshold; 0.521pp gap does not meet the 2pp entry criterion and no fair-value sNVDA seller appeared at ≀oracleΓ—1.005 since last summary","wakeScript":{"wellReasonedForMission":true,"good":["5 distinct triggers cover the mission surface: intra-session gap, fair-seller detection for both current and candidate leaders (SSV + sNVDA), market-close regim","β‰₯$2 notional guard eliminates micro-lot false alarms (fixed at w34 β€” validated improvement)","Baseline captured dynamically on first poll, no hardcoded price literals β€” robust to gap size at watcher-start"],"lacking":["MARKET_CLOSE_MS hardcoded to '2026-06-14T20:00:00Z' β€” single-use; after tonight the trigger is dead unless the agent rewrites the script at the 20:00 UTC wake","No crossover trigger: if sNVDA overtakes SSV while both drift slowly (intra-session gap stays sub-2pp), the leadership flip is invisible to the watcher until th"],"suggestedChange":"Compute MARKET_CLOSE_MS dynamically (next upcoming weekday 20:00 UTC from Date.now()) so the script survives across daily cycles; separately, add a 'prior-leader changed vs last-wake rankHistory' check that fires on crossover independent of"},"issues":[{"scope":"agent","title":"Hardcoded market-close date burns after tonight","detail":"MARKET_CLOSE_MS = new Date('2026-06-14T20:00:00Z') fires once then expires. If the agent fails to rewrite the script at the 20:00 UTC wake, tomorrow's session loses the market-close regime trigger entirely and falls back to the 9h fallback β€” a 9h blind period each day.","fix":"Replace with dynamic next-close: find the next upcoming 20:00 UTC (Mon–Fri) from Date.now() at script-write time. No hardcoded date literals."},{"scope":"agent","title":"Leadership crossover blind spot between wakes","detail":"Gap compressed 0.17pp in 42 min (w35β†’w36). If sNVDA closes the remaining 0.521pp before 20:00 UTC in a correlated drift (both assets moving together, intra-session delta stays sub-2pp), the watcher has no trigger for the flip β€” only a fair-seller trigger for sNVDA, which requires a new order to appe","fix":"At each wake, write the current leader ranking into rankHistory. In the watcher, compare live leader to last-wake leader; if it flips, fireWake('leader changed: sNVDA now ahead of SSV') immediately regardless of intra-session gap size."}],"assessment":"Hold remains correct at 0.521pp (w36) β€” well below the 2pp edge threshold β€” but SSV's lead has compressed 0.17pp in 42 min, with sNVDA closing. The watcher will fire at 20:00 UTC for a crypto-only re-rank; if sNVDA crosses SSV before then and no fair sNVDA seller appears on book, the leadership change goes undetected until that hardcoded wake."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":489081,"w5Usd":0.42,"w5PctPool":0.2,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":489081,"w7Son":1267253,"hourly":[0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":220,"wakes":42,"firstWakeMs":1780995929000,"lastWakeMs":1781444961000,"ageMin":215,"lastWhy":"Wake 32 check: new audited Option appeared; must evaluate. Premium is genuinely cheap (4% of notional vs 6% for intent #","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474763492,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":282}},"verdict":{"summary":"Confirmed alive and auditing correctly. Since last summary (w33 at 17:31, 196 min ago), no new activity β€” agent resting on 6h fallback with ~105 min remaining before next fire. All 4 visible settled_deals_detail entries are 'custom settled ↔ 0x57F8…B0ff'; instruments are sNVDA options (deal #119: put strike $201.75 premium $0.23; deal #150: call ~ATM premium","badge":"AUDITING, RESTING","confidence":"medium","bottomLine":"5 lifetime deals all with single counterparty 0x57F8…B0ff (4 confirmed sNVDA options); agent correctly rejected #1600 (40Γ— overpriced) and #1641 (truncated β€” unclear rejection reason despite 'cheap' premium); $26.81 realized PnL, resting 196 min, 301 min to next fallback. No audited options on book since w33.","rootCause":{"class":"counterparty-starved","evidence":"Zero audited Options on book at w29, w30, w31, w33; last option taken was deal #150 at w28 (06-11T15:44); 4/4 visible settled deals are with single address 0x57F8…B0ff β€” if that writer goes quiet, the taker has no source of supply"},"reasoningRead":"Sound on filtering: correctly price-screens with explicit breakeven math (#1600: '40Γ— theoretical fair value, requires 5-sigma move'), audits before accepting. Potential gap at w32: 'premium is genuinely cheap (4% of notional)' yet still 'passed' β€” reasoning text truncated, so we cannot confirm whether rejection was principled (e.g. expiry too short, instrument mismatch) or a logic edge case. This","wakeTriggers":["New audited Option intent with AUDITED_TEMPLATE_HASH = 0xb3d66f4... appears on book (delta detection vs seenIntentIds, 60s poll)","6h fallback (FALLBACK_MS = 6h; nextFallbackMin=301, ~105 min remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary (and likely sole) supply source β€” 0x57F8…B0ff is almost certainly option-writer-matheus's wallet given naming and that all 4-5 visib","available":"unknown β€” 0x57F8 identity unconfirmed fr"},{"agent":"lp-maker-matheus","fit":"no","why":"Posts swaps only, not Options with AUDITED_TEMPLATE_HASH","available":"ok but irrelevant"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable: #1600 correctly rejected (40Γ— fair value), #1641 rejection at w32 has truncated reasoning β€” cannot confirm whether it was a correct pass or a missed edge. No other audited options appeared between w28 and w33.","wakeScript":{"wellReasonedForMission":true,"good":["Delta-detection (seenIntentIds) fires immediately on any new audited Option β€” correct for a mission where being first to a cheap option matters","60s poll cadence is appropriate: options appear infrequently, poll is cheap (no LLM), and 60s latency is acceptable for an option that rests hours","6h fallback provides periodic settlement sweep even in quiet markets β€” catches expired-but-unsettled deals","Template hash filter (0xb3d66f4...) ensures only audited options trigger, preventing blind acceptance of unknown custom deals"],"lacking":["seenIntentIds initializes on first poll with the full current set β€” any option already on book when the watcher starts is silently skipped until the 6h fallback","No wake fired for settlement of existing deals β€” the 6h fallback handles it, but settlement latency is up to 6h after expiry if no new options appear"],"suggestedChange":"On first poll (seenIntentIds === null), instead of silently skipping existing options, fire immediately if any audited option is on book β€” eliminates the up-to-6h restart blind spot for options already posted before the watcher starts."},"issues":[{"scope":"agent","title":"0x57F8…B0ff counterparty identity unconfirmed","detail":"All 4-5 settled deals are with one address; if this is not option-writer-matheus (or if option-writer pivots instruments), the taker has zero supply pipeline. The floor 'is 0x57F8 option-writer-matheus?' is unanswered from current data.","fix":"Confirm option-writer-matheus's on-chain address and add it to agent context so the taker can explicitly note 'primary supply = option-writer-matheus @ 0x57F8' and track writer activity cadence"},{"scope":"agent","title":"w32 #1641 rejection reasoning truncated β€” cannot audit the decision","detail":"w32 wake log: 'Premium is genuinely cheap (4% of notional vs 6% for intent #...' then cuts off before conclusion. The agent 'Passed intent #1641' (rejected) despite citing cheap premium β€” the rejection criterion is invisible. This could be correct (expiry too short, wrong instrument) or a logic edge","fix":"Ensure the agent logs its full rejection rationale to the wake transcript, not just the opening assessment; the acceptance/rejection criterion should be the final logged line"},{"scope":"agent","title":"Watcher restart blind-spot for options already on book","detail":"seenIntentIds initializes with the full current audited set on first poll, so any option already posted before the watcher starts is treated as 'already seen' and skipped β€” up to 6h miss window until fallback fires.","fix":"On first poll, fireWake immediately if auditedOptions.length > 0 rather than silently seeding the set; the agent's wake will then evaluate and reject or take as appropriate"}],"assessment":"5 lifetime deals all with single counterparty 0x57F8…B0ff (4 confirmed sNVDA options); agent correctly rejected #1600 (40Γ— overpriced) and #1641 (truncated β€” unclear rejection reason despite 'cheap' premium); $26.81 realized PnL, resting 196 min, 301 min to next fallback. No audited options on book since w33."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":927223,"w5Usd":0.73,"w5PctPool":0.4,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":927223,"w7Son":3300581,"hourly":[0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":19,"openIntents":2,"balanceUsd":96.71,"realizedPnl":-11.28,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":219,"wakes":5,"firstWakeMs":1781445671878,"lastWakeMs":1781455378000,"ageMin":41,"lastWhy":"Previous near-oracle pricing (1h TTL) did not fill. Repricing 0.5% cheaper (sAAPL 291.15β†’289.7, sNVDA 205.1β†’204.1) shoul","repeatWakes":0,"avgGapMin":40,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781460328566,"watching":"repriced buy intents resolve (0x6e2 sAAPL, 0x6e3 sNVDA) β€” or 1h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":41}},"verdict":{"summary":"0x6b4/0x6b5 (near-oracle, 2h TTL posted at w4 15:58) did not fill within 44min; w5 (16:42) superseded them with repriced intents 0x6e2/0x6e3 at oracleβˆ’0.5% (sAAPL 289.7, sNVDA 204.1). Watcher re-armed on the new intents, 1h fallback, 58min remaining. Option sleeve remains silent β€” 1 ETH call posted at w1, canceled at w2, zero option intents across 3 subseque","badge":"STOCKS WAIT, NO OPTIONS","confidence":"high","bottomLine":"Stock buys stalled because writer bids sNVDA at oracleΓ—0.995 (204.1) while LP-Maker's live ask is oracleΓ—1.01 (204.77) β€” ~1.5% spread that won't cross at current prices. Option sleeve is functionally abandoned: active option buyers 0x57F8 and Option-Taker settled 5 deals this cycle with zero supply from this agent. 19 total settled deals at βˆ’11.34 USDC PnL.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker sNVDA ask ~204.77 (oracleΓ—1.01) vs writer bid 204.1 (oracleΓ—0.995) β€” 1.5% gap; no other stock sellers visible. Option sleeve not posting so option takers (0x57F8, Option-Taker) have nothing to fill against."},"reasoningRead":"Portfolio engine reasoning is sound β€” worst-2 discipline maintained across 5 wakes, TTL extension then repricing is adaptive. However, the w2 deferral ('rebalancing has higher priority than option repricing') has silently become permanent: 3 more wakes ran with no option-sleeve re-evaluation. The agent is solving the right portfolio problem while ignoring 30% of its stated mission.","wakeTriggers":["0x6e2 sAAPL buy intent resolves (fill or expiry)","0x6e3 sNVDA buy intent resolves (fill or expiry)","1h fallback (~58min remaining)","MISSING: no trigger or cadence check for option sleeve β€” option-writing is only considered opportunistically, with no floor on deferral"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Has live sNVDA ask at oracleΓ—1.01; writer bids at oracleΓ—0.995 β€” 1.5% spread, won't cross without one side moving ~0.5%","available":"live, 11 open quotes across BTC/ETH/sAAP"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural option-sleeve counterparty β€” settled 3 deals with external 0x57F8 this cycle and is actively seeking options; zero supply from write","available":"ok, active"},{"agent":"stacker-massimo","fit":"no","why":"Also buying sNVDA/sAAPL β€” same directional demand, not a seller","available":"armed, nextFallbackMin=7, imminent wake"},{"agent":"rebalancer-lior","fit":"maybe","why":"May hold sAAPL/sNVDA sell pressure when rotating out (2 recent LP-Maker deals suggest sMSFT trim active); occasional but not reliable","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"Option sleeve: 0x57F8 and Option-Taker are active option buyers with 5 combined deals this cycle; writer posted 0 option intents since w2 cancellation β€” direct revenue miss on the 30% sleeve. Stock buys: no fill available at oracleβˆ’0.5% given LP-Maker floor at oracle+1%; structural gap, not behavioral miss.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on either intent resolving (fill or expiry) β€” correct for a passive buyer waiting on counterparty flow","30s poll cadence appropriate for a 2h intent window with active repricing loop","1h fallback prevents indefinite wait; ensures agent re-evaluates pricing or pivots after timeout"],"lacking":["No option-sleeve signal: watcher is purely stock-buy focused; the 1h fallback will wake the agent but there is no prompt or state to force option-sleeve re-eval","Fires on EITHER intent resolving β€” if one fills quickly the agent wakes while the other is still live, potentially creating partial-fill ambiguity on the next d"],"suggestedChange":"When the 1h fallback fires, inject a flag into the wake context that no option intent has been posted in >3 wakes, so the agent is forced to evaluate the option sleeve before re-queuing another stock buy cycle."},"issues":[{"scope":"agent","title":"Option sleeve functionally abandoned after w2","detail":"5 wakes, 1 option posted (w1 ETH call, 0x669), canceled w2, zero since. Active option buyers (0x57F8 + Option-Taker, 5 deals this cycle) have no supply from this writer. The 70/30 portfolio/option split is running 100/0.","fix":"Add a CLAUDE.md rule: option-sleeve posting must be re-evaluated at minimum every 3 wakes, independent of portfolio rebalancing priority. The w2 deferral logic should not be a standing override."},{"scope":"agent","title":"Stock buy bids structurally below available ask floor","detail":"Writer bids sNVDA at oracleΓ—0.995 (204.1 USDC); LP-Maker's live ask is oracleΓ—1.01 (204.77 USDC) β€” 1.5% spread. At oracleβˆ’0.5% the agent has 0 reliable counterparties for stock buys.","fix":"Consider accepting oracle-flat pricing for small lots to cross LP-Maker's asks, or explicitly in CLAUDE.md define a max-wait period after which the agent accepts the spread rather than re-posting indefinitely below the market."}],"assessment":"Stock buys stalled because writer bids sNVDA at oracleΓ—0.995 (204.1) while LP-Maker's live ask is oracleΓ—1.01 (204.77) β€” ~1.5% spread that won't cross at current prices. Option sleeve is functionally abandoned: active option buyers 0x57F8 and Option-Taker settled 5 deals this cycle with zero supply from this agent. 19 total settled deals at βˆ’11.34 USDC PnL."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":40,"msgs":774,"total":38828407,"totalUsd":14.87,"w5":8476172,"w5Usd":2.9,"w5PctPool":3.4,"w7":38828407,"w7Usd":14.87,"w7PctPool":1.6,"w5Son":3176652,"w7Son":15368683,"hourly":[0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T15:46:54.511Z","tokens":1361727,"usd":0.25,"msgs":22}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":89.97,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":219,"wakes":49,"firstWakeMs":1780941832000,"lastWakeMs":1781454765000,"ageMin":51,"lastWhy":"Position well past weekly horizon expiry. No mispriced taker opportunities (best=null). No maker edge (bestSwap=null, al","repeatWakes":33,"avgGapMin":199,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781542076533,"watching":"sAAPL exit intent #1754 resolves, new takeable bet (β‰₯8pp), or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1404}},"verdict":{"summary":"ALIVE at w50 (16:32 UTC, 32 min ago); watcher armed on #1754, 23.7h fallback. Critical new finding this cycle: DOUBLE-POSTED sAAPL exit β€” w49 posted #1711 and w50 posted #1754 (both 0.085722 sAAPLβ†’24.96 USDC, ~$291/sAAPL) just 1 min apart; watcher only monitors #1754, leaving #1711 blind. Prior 6-wake no-op streak (w43–w48) correctly held at β‰₯8pp threshold. ","badge":"ALIVE, DUAL EXIT BUG","confidence":"high","bottomLine":"Healthy and running (wakes_failing=false, no errors) but w49+w50 double-posted two identical sAAPL exit intents (#1711 and #1754, 0.085722 sAAPLβ†’24.96 USDC each) 1 min apart. Watcher only tracks #1754; a #1711 fill goes undetected for up to 23.7h. At $291/sAAPL (oracle mid), pricing is within Stacker-Massimo's ≀oracle+1% mandate β€” that wake is the most likely resolution event.","rootCause":{"class":"counterparty-starved","evidence":"3 settled deals in 49 wakes (6.1% hit rate); w43–w48 (6 consecutive wakes) returned 'no mispriced opportunities β‰₯8pp'; sole identified counterparty is Mimic-Ljuba (1 custom deal); Options/BinaryBet book thin fleet-wide"},"reasoningRead":"Sound for its taker mission β€” β‰₯8pp threshold and 24h expiry rule applied consistently and correctly across w43–w48. sAAPL time-exit logic (horizon + 53h) is correct. The double-post (w49β†’w50) is a mechanical bug, not a reasoning failure β€” the agent didn't detect its own just-posted #1711 before re-entering the exit branch.","wakeTriggers":["#1754 resolves (fill/expire/cancel) via ownIntentResolved","New BinaryBet/Option on book (poster != self) with β‰₯8pp potential","24h fallback (~1423 min, Jun 15 16:32 UTC)","MISSING: #1711 resolution β€” posted at w49, not monitored by current watcher; fill/expiry is silent until 24h fallback fires"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Accumulates sAAPL at ≀oracle+1%; $291/sAAPL at oracle mid is within mandate; had imminent wake (nextFallbackMin=7) at Step-1 snapshot β€” like","available":"armed, likely woke since Step-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Quotes sAAPL two-sided; could absorb sAAPL sell if inventory is short, but LP-Maker is a passive quoter not a systematic intent taker","available":"ok, 11 open quotes including sAAPL"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA into equities plausible; fired 2 LP-Maker deals this cycle suggesting active rebalancing rotation","available":"ok"},{"agent":"vulture-andrew","fit":"no","why":"Has its own competing sAAPL sell open per Step-1 fleet context β€” same side, won't take","available":"ok, 7 open intents"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” w43–w48 found no β‰₯8pp bets on book; Option-Taker's 3 new deals with 0x57F8…B0ff this cycle were off-book custom fills, not open intents polymarket-ljuba could have scanned and taken.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved(#1754) β€” correct primary trigger for position exit management","Fires on new BinaryBet/Option (poster != self) appearing on book β€” directly mission-aligned taker trigger","60s poll cadence appropriate for a patient taker; 24h fallback is safe floor"],"lacking":["Blind to intent #1711 β€” posted at w49 but not in the resolution check; if #1711 fills first, agent waits up to 23.7h","No guard preventing duplicate exit intents β€” the w49β†’w50 double-post is a symptom of missing 'own sAAPL sell already open?' pre-check"],"suggestedChange":"Extend the resolution check to cover both open sAAPL exit intents: generalize ownIntentResolved to scan for any own open give-sAAPL intents and fire if all are resolved β€” eliminates the #1711 blind-spot and makes it resilient to future doub"},"issues":[{"scope":"agent","title":"Double sAAPL exit intent (#1711 + #1754, identical terms, 1 min apart)","detail":"w49 posted #1711 (0.085722 sAAPLβ†’24.96 USDC) at 16:31 UTC; w50 posted #1754 with identical parameters at 16:32 UTC. Agent did not detect its own just-posted #1711 before re-entering the exit branch. Both are live on-chain simultaneously. If both are taken, agent must deliver 0.171444 sAAPL total β€” p","fix":"In the sAAPL exit branch, scan own open intents for any existing give-sAAPL swap before posting; abort if one exists. This is a one-check guard in the exit trigger logic."},{"scope":"agent","title":"Watcher blind to #1711 β€” up to 23.7h dead zone on its fill","detail":"runWatchLoop checks ownIntentResolved('1754') only. If #1711 settles (fill, expire, or cancel) before #1754, agent stays dormant until the Jun 15 16:32 UTC fallback β€” a missed fill goes unprocessed, or a cancelled intent goes unreplaced, for up to 23.7h.","fix":"Add ownIntentResolved('1711') check in parallel with the #1754 check inside runWatchLoop, firing on whichever resolves first. Longer-term: generalize to check all own open sAAPL-exit intents by scanning readOpenIntents filtered by self + sAAPL."}],"assessment":"Healthy and running (wakes_failing=false, no errors) but w49+w50 double-posted two identical sAAPL exit intents (#1711 and #1754, 0.085722 sAAPLβ†’24.96 USDC each) 1 min apart. Watcher only tracks #1754; a #1711 fill goes undetected for up to 23.7h. At $291/sAAPL (oracle mid), pricing is within Stacker-Massimo's ≀oracle+1% mandate β€” that wake is the most likely resolution event."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":943377,"w5Usd":0.65,"w5PctPool":0.4,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":943377,"w7Son":2325261,"hourly":[0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.58,"realizedPnl":0.58,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":219,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":218,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2706}},"verdict":{"summary":"The 2 LP-Maker deals are BTC DCA fills from ~06-10 (ETH #1156 + BTC #1294 after escalating to +4% premium) β€” pre-dating the last summary, not new. sMSFT trim has NOT executed; it remains the critical path for Monday 06-16T13:30Z. No activity since w47 (06-14T13:46, 199 min ago). Watcher correctly armed 2725 min out (β‰ˆ 06-16T14:30Z fallback). Portfolio: sMSFT","badge":"PATIENT β€” MONDAY ARMED","confidence":"high","bottomLine":"No new deals or wakes since last summary. The 2 LP-Maker fills (BTC DCA at escalating premiums, peaking +4%) are 06-10 activity captured in settled_deals_detail. sMSFT trim β†’ USDC β†’ BTC DCA remains the entire plan, gated on US market open Monday 06-16T13:30Z; watcher fires cleanly on that trigger.","rootCause":{"class":"structural","evidence":"US equity market closed (weekend); sMSFT oracle unavailable until 06-16T13:30Z; USDC β‰ˆ 0 after 06-10 BTC fills β€” no capital path exists until trim settles"},"reasoningRead":"Sound and on-mission. The BTC escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) was methodical; #1294 filled at +4% via LP-Maker showing the agent correctly pushed until filled. Pre-approving sMSFT at w46 was a smart Monday-blocker removal. One mild concern: the -1.61pp BTC residual gap was assessed in w45 (06-10T23:41) β€” four days of oracle drift by Monday could shift the target; the agent","wakeTriggers":["Time-gate: Date.now() >= 2026-06-16T13:30:00Z (US stock open)","Fallback hardcoded: 2026-06-16T14:30:00Z (1 h safety net)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Settled 2 of last 4 deals with Rebalancer (BTC DCA fills); holds live sMSFT asks (12 USDCβ†’0.05857 sNVDA sighted; BTC/ETH quotes active) β€” wi","available":"active, 11 open quotes"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts sMSFT bids at oracle+0.5%; could absorb the sMSFT trim as a taker alternative to LP-Maker, though Stacker bids at a tighter spread tha","available":"imminent wake (nextFallbackMin=7 at prio"},{"agent":"momentum-nikita","fit":"maybe","why":"Settled 1 deal with Rebalancer (likely ETH #1156); takes swaps into strong movers β€” relevant if sMSFT is trending Monday but not reliable fo","available":"active, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” USDC β‰ˆ 0 and stock oracle offline until Monday; no actionable book opportunity exists within capital/market-hours constraints","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly at 13:30Z market open β€” precise match to the mission's only unlock condition","5-min poll interval appropriate for a pure time-gate (not spammy, not sluggish)","Fallback at 14:30Z is a clean 1-hour safety net; zero LLM in watcher loop","Math.max guard on FALLBACK_MS prevents negative-offset edge case","FALLBACK_MS computed at script-load (w47, 06-14T13:46); pidAlive=true confirms the process is live and the 2725 min nextFallbackMin is consistent with 06-16T14:"],"lacking":["If the process dies and restarts before Monday, FALLBACK_MS would recompute from the new Date.now() β€” still correct (always points to 14:30Z), but worth knowing"],"suggestedChange":"On Monday's wake, re-fetch live portfolio gaps before executing β€” the -1.61pp BTC delta was assessed 06-10T23:41; four days of oracle drift or any intervening fills could shift the real gap, and posting a stale-sized BTC intent risks oversh"},"issues":[{"scope":"agent","title":"Cached BTC gap (-1.61pp) is 4 days stale by Monday execution","detail":"The planned BTC DCA quantity was derived at w45 (06-10T23:41) after the +4% fill. By Monday 06-16, oracle drift and any external fills on Rebalancer's address could shift the real underweight. The wake script label hardcodes '-1.61pp' which will be passed to the agent as a prior β€” the agent may anch","fix":"In Monday's wake prompt, instruct the agent to re-fetch current balances and recompute all gaps before sizing the BTC intent. Remove the hardcoded '-1.61pp' from the fireWake label to avoid anchoring."}],"assessment":"No new deals or wakes since last summary. The 2 LP-Maker fills (BTC DCA at escalating premiums, peaking +4%) are 06-10 activity captured in settled_deals_detail. sMSFT trim β†’ USDC β†’ BTC DCA remains the entire plan, gated on US market open Monday 06-16T13:30Z; watcher fires cleanly on that trigger."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":684037,"w5Usd":0.48,"w5PctPool":0.3,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":684037,"w7Son":3228117,"hourly":[0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":218,"wakes":42,"firstWakeMs":1780948343000,"lastWakeMs":1781457098000,"ageMin":12,"lastWhy":"No takeable sNVDA asks exist; bid 1599 is on-price and unexpired β€” nothing to do.","repeatWakes":35,"avgGapMin":207,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781459857745,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":34}},"verdict":{"summary":"Blind-spot NOT fixed. The w38 miss (LP-Maker's live sNVDA ask ~$204.77 / 12 USDC overlooked) recurs structurally: current.ts trigger 3 still uses `newMatches(seenIntents, …)`, firing only on intents that arrived AFTER seenIntents was seeded β€” resting LP-Maker asks pre-dating the seed are silently skipped until the 45-min fallback. LP-Maker's current live ask","badge":"BLIND SPOT PERSISTS","confidence":"high","bottomLine":"The watcher's `newMatches` filter is structurally unchanged β€” resting sNVDA asks (including LP-Maker's live 12 USDCβ†’0.05857 sNVDA quote) will not fire a wake if present at seenIntents seed time. Only the imminent 5-min fallback triggers evaluation. Worse: w38 showed even a fallback wake can report 'no takeable ask' against a live matching intent, so the fallback may not fix the miss either β€” the main agent's own filter logic needs auditing.","rootCause":{"class":"toolchain-blocked","evidence":"w38 (15:34) no-op despite LP-Maker ask (12 USDCβ†’0.05862 sNVDA, ~$204.77) on book; current.ts trigger 3 `newMatches(seenIntents, intents, i => isTakeableSnvdaSell(i, oracleNow))` fires only on intents not in seenIntents β€” resting asks present at seed time are invisible until the 45-min fallback"},"reasoningRead":"Sound within each wake β€” correctly applies cost ≀12 USDC and implied price ≀ oracleΓ—1.01 (confirmed by Deal 153 at w37). The problem is not the per-wake logic but what schedules wakes: the watcher asks 'did a new ask appear?' instead of 'is any ask takeable now?' β€” correct reasoning, wrong question.","wakeTriggers":["own bid 1599 resolved (filled or expired)","oracle drift >0.5% from $205.10 baseline","newly-seen sNVDA sell intent passes isTakeableSnvdaSell β€” NEW intents only, resting asks invisible","45-min fallback","MISSING: fire on ANY currently-takeable sNVDA ask each poll, regardless of when it appeared"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 6 confirmed deals; live sNVDA ask right now (12 USDCβ†’0.05857 sNVDA, ~22 min left at snapshot) β€” the exact counterparty Stacker should s","available":"active β€” 11 open quotes including live s"},{"agent":"option-writer-matheus","fit":"yes","why":"1 confirmed sNVDA swap deal; holds diversified equity inventory including sNVDA","available":"active"}],"reliableCounterparties":2,"missedOpportunities":"LP-Maker's live sNVDA ask (12 USDCβ†’0.05857 sNVDA, ~$204.77 implied) meets both Stacker criteria (cost ≀12 USDC; $204.77 ≀ oracleΓ—1.01β‰ˆ$207.15) β€” watcher will not fire on it if it predates seenIntents seed; same structural miss as w38. w38's LP-Maker ask (12 USDCβ†’0.05862 sNVDA) was also missed despite passing both checks.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on own bid 1599 resolved β€” highest-priority event for this mission","Fires on oracle drift >0.5% β€” appropriate for a ≀1% tolerance taker","45-min fallback as safety net (catches the blind-spot eventually)","Zero-LLM, 60-second poll cadence, pid-file management correct"],"lacking":["Trigger 3 uses `newMatches(seenIntents, …)` β€” resting asks present at seenIntents seed time are seeded in and never fire a wake, only the 45-min fallback recove","First-iteration seed-and-return pattern extends the blind window on every watcher restart","No per-poll check for ANY currently-takeable ask β€” the mission is '24/7 taker', but the watcher only reacts to novelty"],"suggestedChange":"Replace trigger 3 with a direct per-poll check: `const hits = intents.filter(i => isTakeableSnvdaSell(i, oracleNow)); if (hits.length) fireWake('takeable sNVDA ask live: ' + hits[0].intentId)`. Remove the seenIntents seed-and-skip guard for"},"issues":[{"scope":"agent","title":"Watcher fires only on NEW sNVDA asks β€” resting asks invisible until 45-min fallback","detail":"current.ts trigger 3 `newMatches(seenIntents, intents, …)` gates on intents not yet in seenIntents. LP-Maker's resting ask, present at seed time, is added to seenIntents on iteration 1 (the seed-and-return pass) and never triggers a wake. The 45-min fallback is the only path, but w38 showed even tha","fix":"Replace `newMatches` for this trigger with `intents.filter(i => isTakeableSnvdaSell(i, oracleNow))` checked every poll; drop the seenIntents pattern for the sNVDA trigger. Keep seenIntents only if needed for other novelty-based triggers."},{"scope":"agent","title":"Main agent wake logic also reported no takeable ask at w38 despite LP-Maker's matching intent being live","detail":"w38 output: 'No takeable sNVDA sell-side (≀ oracleΓ—1.01 AND ≀12 USDC)' β€” LP-Maker's ask (12 USDCβ†’0.05862 sNVDA, ~$204.77) passed both checks and was live. Either the agent's readOpenIntents call filters by poster address / intent type in a way that excludes LP-Maker, or there is a timing race. Canno","fix":"Audit the main agent's readOpenIntents call and sNVDA-sell filter; verify it uses the same isTakeableSnvdaSell logic (posterGives=sNVDA, posterWants=USDC, no poster-address exclusion). Add a debug log of the raw intent list at each wake to make misses observable."}],"assessment":"The watcher's `newMatches` filter is structurally unchanged β€” resting sNVDA asks (including LP-Maker's live 12 USDCβ†’0.05857 sNVDA quote) will not fire a wake if present at seenIntents seed time. Only the imminent 5-min fallback triggers evaluation. Worse: w38 showed even a fallback wake can report 'no takeable ask' against a live matching intent, so the fallback may not fix the miss either β€” the main agent's own filter logic needs auditing."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":661192,"w5Usd":0.42,"w5PctPool":0.3,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":661192,"w7Son":2135582,"hourly":[0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":218,"wakes":36,"firstWakeMs":1780924988000,"lastWakeMs":1781455920000,"ageMin":32,"lastWhy":"Nothing crosses the 1.5% dislocation threshold. No edge to trade.","repeatWakes":25,"avgGapMin":253,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781463315033,"watching":"dislocation β‰₯1.5% from trailing avg on any active asset (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":91}},"verdict":{"summary":"Prior run confirmed no breach at w36 (BTC -0.41% vs baseline). Now at w37, watcher refreshed baselines to BTC=64163.20 (slightly lower than 64174.56), reducing the gap-to-trigger from ~$960 to ~$708 at ~$63,909 spot β€” threshold still unmet. The 2 settled LP-Maker deals in detail are pre-w36 legacy (June 11 w30–w33 sessions), NOT new threshold breaches β€” conf","badge":"PATIENT β€” NO BREACH","confidence":"high","bottomLine":"No dislocation threshold crossed since prior summary; the 2 settled LP-Maker deals predate w34 (June 11 sessions) and settled during the 3-day dormancy gap (06-11β†’06-14). BTC is at ~$63,909 vs trigger of ~$63,201 (-1.5% of 64163.20 baseline) β€” still ~$708 short. All 36 wakes healthy, watcher armed with 110 min to fallback.","rootCause":{"class":"structural","evidence":"BTC: -0.39% from baseline (63909 vs 64163.20 β€” needs -1.5% = $63,201); ETH: likely flat vs 1663.44 baseline; SSV blocked by zero inventory (confirmed w30–w33); stocks closed Sunday. 5 total settled deals, all vs LP-Maker, none since 06-11T07:19 (w33)."},"reasoningRead":"Sound, solving the right problem. Agent correctly identifies warmup requirements (β‰₯3 samples), market-hours gating for stocks, zero-inventory SSV block, and sub-threshold crypto spreads. No churn: each no-action wake states a specific gap or block. Reasoning is quantitative (e.g., '0.41% vs 1.5% threshold') and distinct per wake.","wakeTriggers":["Any tracked symbol deviates β‰₯1.5% from hardcoded BASELINES (BTC=64163.20, ETH=1663.44, SSV=2.29, sAAPL=291.15, sNVDA=205.10, sMSFT=390.84)","2h fallback (nextFallbackMin=110 β€” fires in ~110 min from now)","MISSING: baselines are frozen at w37 scan time for the full 2h watcher window β€” a sharp intraday move + mean reversion could cause a fire on a stale baseline; a"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 5 settled deals are LP-Maker swaps; 11 open quotes cover BTC/ETH/sNVDA β€” exact instruments swing-nikita targets for dislocation fades","available":"active β€” 119 deals, 11 open quotes"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps could overlap on BTC/ETH direction but rebalancer is taker-only β€” would need to post on same side, not cross","available":"active β€” 2 recent fills"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” w30–w37 wake logs confirm agent correctly identified all blocks (SSV zero-inventory, sNVDA sub-threshold, stocks closed). No resting intents at β‰₯1.5% dislocation appeared; cannot be confirmed from watcher (it polls prices, not book) but wake reasoning cross-checks.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on the dislocation condition the mission requires (β‰₯1.5% from trailing avg), zero-LLM trigger","2h fallback ensures baselines are refreshed each wake cycle even if prices never trigger","US market-hours guard for stocks is correct β€” avoids firing on illiquid stock price reads outside trading hours","60s poll is appropriate cadence for a price-threshold watcher (not sub-minute; the 1.5% threshold filters out noise)"],"lacking":["Baselines are hardcoded constants from the last wake scan β€” they don't roll within the 2h watcher window; if BTC spikes 2% then reverts, the fire is on a baseli","SSV zero-inventory block is handled inside the agent (wake logs show it) but the watcher still polls SSV price and could fire a wake for SSV even when inventory"],"suggestedChange":"Skip SSV in the poll loop when inventory is known zero (can write a sentinel file at agent teardown); avoids spurious SSV-triggered wakes that immediately no-op."},"issues":[{"scope":"agent","title":"Watcher polls SSV price despite persistent zero-inventory block","detail":"w30–w33 all report 'SSV blocked by zero inventory' β€” the watcher can still fire on an SSV β‰₯1.5% move, triggering a wake that immediately no-ops. Confirmed by SSV baseline (2.29) still present in BASELINES.","fix":"Write a /agent/data/wake/ssv_inventory_zero sentinel at teardown when SSV=0; skip SSV entries in the poll loop if the sentinel exists."},{"scope":"agent","title":"3-day dormancy gap (06-11T07:19 w33 β†’ 06-14T12:56 w34) unexplained","detail":"No wakes logged for ~3 days. If the watcher fell off (process killed, container restart), it would be invisible in current health metrics since the watcher re-armed successfully. The 2 LP-Maker settled deals likely came from this window with no monitoring.","fix":"Check container restart logs or watcher PID history for that window; if the watcher died silently, the 2h fallback was also missing for ~72h."}],"assessment":"No dislocation threshold crossed since prior summary; the 2 settled LP-Maker deals predate w34 (June 11 sessions) and settled during the 3-day dormancy gap (06-11β†’06-14). BTC is at ~$63,909 vs trigger of ~$63,201 (-1.5% of 64163.20 baseline) β€” still ~$708 short. All 36 wakes healthy, watcher armed with 110 min to fallback."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":167,"msgs":3294,"total":191677293,"totalUsd":104.95,"w5":43016802,"w5Usd":26.14,"w5PctPool":17.2,"w7":191677293,"w7Usd":104.95,"w7PctPool":8,"w5Son":31645034,"w7Son":135013933,"hourly":[2.78,7.68,7.91,6.6,1.18,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T16:49:27.883Z","tokens":2028766,"usd":1.38,"msgs":28}},"onchain":{"deals":42,"openIntents":5,"balanceUsd":100.37,"realizedPnl":0.34,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":253,"wakes":137,"firstWakeMs":1780945920000,"lastWakeMs":1781457600000,"ageMin":4,"lastWhy":"ETH eroded 1761 below 0.8% watcher floor (ETH rose 0.24%). sMSFT upgrade: no rival after old cluster expired β€” 0.8% extr","repeatWakes":102,"avgGapMin":63,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781459696842,"watching":"16 intents, none takeable; soonestExpiry=1781459185; next poll 75s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":51,"nextFallbackMin":31}},"verdict":{"summary":"LP-Maker compressed spreads further to 0.22-0.35% this cycle (from 1.31% last run), widening the gap vs Vulture's 1% floor and making all 7 maker positions structurally uncompetitive. Wakes w117-w120 correctly cleared stale/undercut quotes (4 buys requoted, SSV 1685 cancelled after rival 1704 appeared at 0.35%), and w121-w124 found 0 takeable/0 mirrorable ed","badge":"MAKER UNDERCUT, TAKER DRY","confidence":"high","bottomLine":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover.","rootCause":{"class":"counterparty-starved","evidence":"0 takeable/0 mirrorable w121-w124; rivals at 0.22-0.35% (w123) vs Vulture 1% floor; 5 sells + 5 buys open across sAAPL/sMSFT/ETH/BTC/SSV with no takers; recent settled: 4 deals ↔ LP-Maker, 1 ↔ Momentum-Nikita"},"reasoningRead":"Sound and on-mission: correctly running scan-edges + check-my-quotes each wake, canceling undercut positions (w120: rival 1704 at 0.35% vs Vulture 1685 at 1.91% β†’ cancelled/reposted), handled concurrent-wake collision (w124 cancelled duplicate 1724). The loop is well-executed but solving the right problem against the wrong constraint β€” LP-Maker's floor renders Vulture's 1% floor non-competitive re","wakeTriggers":["new takeable edge β‰₯1% (scan-edges every 30s)","~5 min pre-expiry of soonest open intent","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: binary near-decided / approaching-resolution trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4/5 recent deals ↔ LP-Maker; but direction unclear β€” if LP-Maker is taker on Vulture's maker intents, Vulture may be mispriced in LP-Maker's","available":"ok β€” dominant hub, 14/16 recent fleet de"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap deal; rotates across same asset universe Vulture covers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in same assets; could take Vulture's maker bids on rebalance slices","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down taker; ETH/BTC sell bids Vulture posts align if BTC conviction fires","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” scan-edges returned 0 takeable w121-w124; no binary near-decided events surfaced in any wake; LP-Maker's 0.22-0.35% is too tight to mirror profitably at 1% floor","wakeScript":{"wellReasonedForMission":true,"good":["30s token-free polling via scan-edges + check-my-quotes β€” correct zero-LLM loop for a reactive taker/maker hybrid","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on confirmed bad intents","Pre-expiry trigger preserves book presence around intent TTL windows","check-my-quotes cancelCmds correctly fired in w120 catching SSV undercut before agent woke"],"lacking":["No binary near-decided / approaching-resolution scan β€” Vulture's mission explicitly covers near-decided binaries but the watcher has no specific trigger for the","1% edge floor hardcoded; with LP-Maker at 0.22-0.35%, Vulture's maker intents will structurally never attract organic takers on shared instruments"],"suggestedChange":"Add a binary near-decided check to the 30s poll (e.g., scan-edges reporting binaries within N% of strike expiry) with a fireWake trigger β€” this is Vulture's differentiated edge vs LP-Maker, which doesn't compete in binary resolution events."},"issues":[{"scope":"agent","title":"Maker floor 1% vs LP-Maker 0.22-0.35% β€” structurally uncompetitive on all 7 shared assets","detail":"LP-Maker compressed from 1.31% (last cycle) to 0.22-0.35% this cycle. Vulture's 1% floor is 3-4x LP-Maker's tightest spread on identical instruments. No taker will prefer Vulture's 1% over LP-Maker's 0.35%. Result: 0 maker fills in w121-w124 despite 10-11 live intents.","fix":"Lower maker floor to <0.5% to compete, OR restrict maker intents to instruments LP-Maker doesn't quote (binary bets, options, index baskets) where 1% may be competitive."},{"scope":"agent","title":"4/5 recent deals ↔ LP-Maker β€” direction unverified, adverse selection risk","detail":"If LP-Maker is taking Vulture's maker quotes (not vice versa), LP-Maker sees edge in them β€” Vulture's oracle pricing may lag LP-Maker's real-time feed. Requires inspecting deal maker/taker sides in settled_deals_detail.","fix":"Check deal direction for the 4 LP-Maker trades; if LP-Maker is consistently taker-side on Vulture intents, Vulture's oracle reference is stale relative to LP-Maker's and needs a tighter price source."},{"scope":"agent","title":"Binary near-decided path has no watcher trigger","detail":"Vulture's mission includes 'near-decided binaries' but w121-w124 show only swap scanning; no binary expiry events fired wakes. Vulture relies on 2h fallback or accidental quote-erosion path to catch approaching binary resolutions β€” potentially missing its highest-edge category.","fix":"Extend scan-edges output to flag binaries approaching resolution (e.g., <5% from strike with <2h TTL), and add a fireWake trigger in the watcher when one appears."}],"assessment":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover."},"overBudget":{"pct":17.2,"capPct":10}}],"unattributed":{"sessions":8724,"tokens":173183529,"usd":90.72,"w5":11424118,"w5Usd":6.91,"hourly":[2.77,1.51,0.68,1.32,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5890,"tokens":48178047,"usd":108.86,"w5":3963979,"w5Usd":13.58,"hourly":[2.53,2.36,2.46,4.33,1.89,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1432062693,"grandUsd":864.33,"grandSessions":15568,"attributedTokens":1210701117,"unattributedTokens":173183529,"boardTokens":48178047,"reassembledTokens":1432062693,"tokensBalance":true,"attributionPct":87.5,"multiMatchSessions":138,"sessionsScanned":10686,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":71212,"dedupedMsgs":35613,"rawTokens":3251680558,"dedupedTokens":1432062693,"dupRatio":2.271}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T17:21:37.592Z","swarm":{"headline":"HUB HEALTHY; BINARY FROZEN","funnel":{"posted":1777,"settled":159,"conversionPct":8.95,"byTemplate":{"swap":"~130 (~82%, extrapolated from 13/16 recent deals)","custom":"~29 (~18%, option-taker 5 confirmed + bear/polymarket; extrapolated)"}},"liquidityMap":[{"market":"BTC/ETH/sAAPL/sNVDA/sMSFT/SSV ","flow":"LP-Maker-Matheus ↔ Vulture-Andrew / Rebalancer-Lior / Swing-Nikita / Arb-Hunter-Tom / 0xBd6a…9863 / Option-Writer-Matheus","status":"ACTIVE β€” hub: 10+/16 recent deals through LP-Maker; Cluster X live, spreads 0.22"},{"market":"sNVDA/sAAPL options (custom)","flow":"0x57F8…B0ff β†’ Option-Taker-Matheus","status":"ACTIVE β€” 3 new custom deals this cycle (5 total); Option-Writer option sleeve si"},{"market":"sAAPL/sNVDA stock swaps (Optio","flow":"Option-Writer-Matheus β†’ LP-Maker-Matheus / 0xBd6a…9863","status":"PARTIAL β€” stock bids 1.5% below LP-Maker asks; repriced w5 to oracleβˆ’0.5%; gap p"},{"market":"BTC binary","flow":"Bear-Yosher [ABOVE side only] β€” no fleet counterparty","status":"FROZEN β€” 4 consecutive unfilled anchors; BTC $63,909 vs $65k strike (1.66% OTM);"},{"market":"sAAPL Polymarket exit","flow":"Polymarket-Ljuba β†’ open book","status":"STALLED β€” dual-exit bug: #1711 + #1754 both live (same 0.085722 sAAPLβ†’24.96 USDC"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both undeployed, 34th consecutive null cycle"}],"causalLinks":[{"cause":"LP-Maker compressed spreads to 0.22–0.35% (Cluster Wβ†’X renewal, oracle-drift-triggered)","effect":"Vulture-Andrew's 1% floor makes all 7 open maker positions structurally uncompetitive; wakes w121–w124 found 0 takeable ","evidence":"Vulture badge 'MAKER UNDERCUT, TAKER DRY'; 4 recent Vulture fills all ↔ LP-Maker (taker-side); LP-Maker SSV quote at 0.35% (Cluster X, w143)"},{"cause":"Option-Writer option sleeve silent since w2 (0 option intents posted in 3+ wakes)","effect":"Option-Taker's sole on-chain supply is external 0x57F8…B0ff (reliableCounterparties=1); if 0x57F8 pauses, the entire opt","evidence":"Option-Writer: '1 ETH call posted at w1, cancelled at w2, zero option intents in subsequent wakes'; Option-Taker: 4/4 settled deals all vs 0x57F8, badge 'AUDITING, RESTING'"},{"cause":"BTC spot ~$63,909 β€” 1.66% below $65k strike","effect":"Bear-Yosher ABOVE side deeply OTM β†’ no rational counterparty fills; binary market frozen fleet-wide; Arb-Hunter's β‰₯0.5% ","evidence":"4 consecutive unfilled Bear-Yosher anchors (#1626/$67k, #1674/$65.5k, #1713/$65k, #1757/$65k); Arb-Hunter HIGH_WATER 1694β†’1754 with 0 binary fills; Mimic-Ljuba reports 'No BinaryBet on board' at w99–w"},{"cause":"Stacker-Massimo watcher trigger 3 uses newMatches(seenIntents, …) β€” fires only on intents arriving after seed","effect":"Resting LP-Maker sNVDA asks present at seed time are invisible until the 45-min fallback fires; the w38 miss (12 USDCβ†’0.","evidence":"current.ts trigger 3: `newMatches(seenIntents, intents, i => isTakeableSnvdaSell(i, oracleNow))`; LP-Maker sNVDA ask live on book at w38 but skipped; nextFallbackMin=37 at analysis β€” fallback is the r"},{"cause":"LP-Maker is the sole liquid hub (10+/16 recent deals, 6 dependent counterparties, 119 lifetime settled deals)","effect":"Any LP-Maker outage, oracle-drift-triggered renewal gap, or inversion event simultaneously starves all 6 dependent agent","evidence":"Vulture 4/4 recent fills ↔ LP-Maker; Rebalancer 2/2 fills ↔ LP-Maker; Arb-Hunter swap fill ↔ LP-Maker; Cluster X renewal = 22 TXs creating a brief quote gap"},{"cause":"US equity markets closed (weekend); Rebalancer USDC β‰ˆ $0 after 06-10 BTC fills","effect":"sMSFT trim blocked until 06-16T13:30Z; Rebalancer has no capital path until then; Option-Writer stock bids moving slowly","evidence":"Rebalancer nextFallbackMin=2709 (β‰ˆ06-16T14:30Z fallback); 'USDC β‰ˆ 0 after 06-10 BTC fills'; Option-Writer repriced stock bids to oracleβˆ’0.5% but oracle frozen over weekend"}],"insights":[{"severity":"warn","title":"Binary market frozen β€” no bull-side fleet counterparty","detail":"4 consecutive Bear-Yosher anchors unfilled (strikes $67kβ†’$65.5kβ†’$65kβ†’$65k); BTC at $63,909 puts ABOVE side 1.66% OTM. Arb-Hunter has scanned ~41 new intents since w219 with 0 binary fills β€” margin and expiry bars fail simultaneously on every visible binary. Mimic-Ljuba holds correctly but has nothing to mirror. No fleet agent offers ABOVE-side binary bets.","evidence":"Bear-Yosher anchors #1626, #1674, #1713, #1757 all unfilled; Arb-Hunter HIGH_WATER 1694β†’1754, 0 binary fills; Mimic-Ljuba w99–w100 'No BinaryBet on board'; reliableCounterparties=0 for Bear-Yosher","scope":"fleet","fix":"Deploy a bull-binary agent, or reprice Bear-Yosher strike to near-spot ($63k Β± 0.5–1%) to attract a rational fill; alternatively configure Mimic-Ljuba to post the ABOVE side when bear-yosher posts BELOW and edge threshold is met"},{"severity":"warn","title":"Stacker-Massimo watcher blind spot β€” resting intents skipped at seed","detail":"Trigger 3 in current.ts (`newMatches(seenIntents, …)`) fires only on intents arriving after the seed snapshot. LP-Maker's live sNVDA ask (12 USDCβ†’0.05862 sNVDA, ~$204.77) is on the book right now and meets Stacker's criteria but will be skipped until the 45-min fallback. This is the structural recurrence of the w38 miss.","evidence":"nextFallbackMin=37 at analysis β€” fallback is the real wake trigger every cycle, not the watcher; LP-Maker sNVDA ask confirmed live in open book (54m left)","scope":"fleet","fix":"Change trigger 3 to scan the full current book at seed time (not just new arrivals since seed); or add a startup scan that fires immediately if a takeable sNVDA sell is already present when the watcher initializes"},{"severity":"warn","title":"LP-Maker hub concentration β€” fleet single point of failure","detail":"10+/16 recent deals route through LP-Maker; all 6 active counterparties (Vulture, Rebalancer, Swing, Arb-Hunter, Option-Writer, 0xBd6a) depend on the same pool. Cluster X renewal (22 TXs) leaves a brief window with no quotes. If LP-Maker goes offline or hits an inversion cascade, the entire fleet loses liquidity simultaneously.","evidence":"LP-Maker 119 lifetime settled deals; recent deals: Vulture 4/4 ↔ LP-Maker, Rebalancer 2/2 ↔ LP-Maker, Arb-Hunter 1/1 swap ↔ LP-Maker, Swing 1/1 ↔ LP-Maker","scope":"fleet","fix":"Deploy a second maker agent at a complementary spread tier (0.5–0.8%) as a fallback; or stagger LP-Maker renewal windows to maintain continuous quote coverage during Cluster transitions"},{"severity":"warn","title":"Vulture-Andrew spread floor obsolete β€” all maker positions uncompetitive","detail":"LP-Maker compressed to 0.22–0.35% this cycle (from 1.31% prior run); Vulture's 1% floor creates a 0.65–0.78pp gap on every instrument. Wakes w121–w124 confirmed 0 takeable / 0 mirrorable edges. 7 open maker positions (sAAPL, sMSFT, ETH, BTC, SSV) are all structurally undercut.","evidence":"Vulture w123 rival quotes at 0.35%; 7 open Vulture intents on book; 4 recent fills all ↔ LP-Maker (taker-side); 0 new maker fills this cycle; badge 'MAKER UNDERCUT, TAKER DRY'","scope":"fleet","fix":"Lower Vulture's 1% spread floor to ≀0.5% to remain competitive, or pivot to pure taker mode β€” the taker arm is currently the only realistic path to deals while LP-Maker dominates the maker side"},{"severity":"warn","title":"Polymarket-Ljuba double-post exit bug β€” #1711 orphaned and unmonitored","detail":"w49 posted #1711 and w50 posted #1754 (identical: 0.085722 sAAPLβ†’24.96 USDC, ~$291/sAAPL) just 1 minute apart. Watcher only monitors #1754 (nextFallbackMin=1407). Intent #1711 is live on the open book (~25m left at analysis time) and could be filled without the agent noticing or accounting for it.","evidence":"Open book: both #1711 and #1754 visible as Polymarket-Ljuba sAAPL exits; watcher armed on #1754 only; 6.1% historical fill rate means an unmonitored fill is plausible","scope":"fleet","fix":"Add idempotency check before posting any exit intent: query open intents for matching sAAPL sell and skip if one exists; manually cancel #1711 now to avoid untracked fill"},{"severity":"warn","title":"Option-Writer option sleeve silent β€” internal options supply absent","detail":"Option-Writer posted 1 ETH call at w1, cancelled at w2, and has posted zero option intents across 3+ subsequent wakes. Stock sleeve is functional (2 recent LP-Maker deals). The entire options ecosystem currently depends on external 0x57F8…B0ff as sole writer β€” a single-counterparty fragility for Option-Taker.","evidence":"Option-Writer settled deals are Swap type (LP-Maker + 0xBd6a), not custom option deals; Option-Writer badge 'STOCKS WAIT, NO OPTIONS'; Option-Taker reliableCounterparties=1 (0x57F8 only)","scope":"fleet","fix":"Diagnose why Option-Writer option sleeve stopped after w2 β€” check if capital is locked in pending stock bids (sNVDA 204.1 / sAAPL 289.7), if there is a re-entry guard blocking option posting, or if the option instrument decoder has an issue"}],"fleetMoves":[{"scope":"fleet","action":"Unfreeze binary market: deploy a bull-binary agent or reprice Bear-Yosher strike to near-spot β€” 4 consecutive unfilled anchors with zero fleet counterparty"},{"scope":"fleet","action":"Stacker-Massimo: fix watcher trigger 3 to scan full book at seed time β€” eliminates structural blind spot on resting LP-Maker sNVDA asks (recurs every cycle until fixed)"},{"scope":"fleet","action":"Polymarket-Ljuba: add idempotency guard before exit-intent post; cancel orphaned #1711 now"},{"scope":"fleet","action":"Vulture-Andrew: lower 1% spread floor to ≀0.5% or pivot to pure taker β€” LP-Maker at 0.22–0.35% makes current maker floor permanently uncompetitive"},{"scope":"fleet","action":"Option-Writer: diagnose and fix option sleeve silence (0 intents since w2) β€” check capital lock in stock bids, re-entry guard, or instrument decoder"}],"at":"2026-06-14T17:24:55.420Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB + OPTIONS LIVE","healthDelta":"Better than last run: Stacker-Massimo re-emerged (1 open intent, nextFallbackMin=7 β€” imminent wake), Option-Taker settled 3 new custom deals with external 0x57F8…B0ff (was 'zero options on book' last cycle), and Rebalancer fired 2 LP-Maker deals suggesting sMSFT-trim or BTC-DCA executed; LP-Maker st","focusAreas":["LP-Maker hub concentration: 13/16 recent deals routed through it; 11 open quotes cover BTC/ETH/sAAPL/sNVDA/sMSFT/SSV β€” ask whether spread compression (0.22–0.35%) held or widened since w140 renewal","Option ecosystem activated: Option-Taker 3 new custom deals with 0x57F8…B0ff (total now 5); Option-Writer shows 2 recent deals (LP-Maker + 0xBd6a) β€” clarify what instrument 0x57F8 is and whether write","Stacker-Massimo blind-spot recheck: nextFallbackMin=7 means imminent wake; LP-Maker has live sNVDA ask (12 USDCβ†’0.05857 sNVDA, ~$204.77 implied ≀ oracleΓ—1.01) β€” same criteria Stacker missed at w38","Vulture maker positions structurally uncompetitive: 7 open intents, 3 recent LP-Maker fills β€” determine whether those 3 fills were taker-side wins or maker positions getting swept at a loss","Arb-Hunter binary surface: HIGH_WATER advancing (1694β†’1713 at last summary) but 0 binary fills since w219; 1 recent LP-Maker swap deal β€” swap arm working, binary arm still silent"],"perAgentFocus":{"arb-hunter-tom":"The 1 recent Arb-Hunter ↔ LP-Maker deal: was this a binary-latency fill or a fallback swap? HIGH_WATER is at 1713 β€” did any of the 39 scanned intents since w223 come within the 'near-decided' threshold, and is the watcher's id>HIGH_WATER fi","bear-yosher":"Open intent #1713 (4 USDCβ†’2.666 USDC, 52 min left) is the BTC-below anchor at $65k β€” with BTC at ~$63,909 (already below strike), is this bet currently in-the-money for bear-yosher and why has no taker stepped up to take the BELOW side that","index-maker":"32nd null cycle: armed=false, pidAlive=false, $0 tokens β€” is there any new provisioning signal (wallet assignment, config file, env var) since last cycle, or is this still fully undeployed with no action possible?","index-taker":"33rd null cycle: identical dormancy to index-maker β€” confirm no change and that both sides of the IndexBasket market remain offline with no unilateral action possible.","lp-maker-matheus":"After w140's Cluster Vβ†’W renewal (22 TXs), did the 3 Vulture fills and 2 Rebalancer fills this cycle leave an inventory imbalance requiring a Cluster X refresh, and did the 0.22–0.35% spread hold or did any of the 11 live quotes drift outsi","mimic-ljuba":"Deal #154 (BTC below $64k, accepted w96, expired ~15:42 UTC Jun 14): has it settled, and did BTC finishing below $64k mean mimic won? Post-settlement, has mimic scanned for a new binary to mirror or accept β€” BTC is now at ~$63,909, so new b","momentum-nikita":"Portfolio peaked at $102.20 (SSV ~50%, USDC 42.3%) with gap at 0.69pp at w35 β€” with nextFallbackMin=508 (~8.5h) and the 20:00 UTC market-close trigger ~4h away, has SSV price moved since w35 and is the hold decision still correct at current","option-taker-matheus":"3 new custom deals settled with 0x57F8…B0ff this cycle (total now 5 lifetime) β€” what instrument/strike did these options cover, did option-taker audit each before taking, and is 0x57F8 the same counterparty as option-writer-matheus's addres","option-writer-matheus":"2 recent deals (one with LP-Maker, one with 0xBd6a) and nextFallbackMin=60 with pidAlive=false β€” have the 0x6b4/0x6b5 sAAPL/sNVDA buy intents settled or expired, and has writer re-armed to post new option sleeve intents this cycle?","polymarket-ljuba":"Intent #1711 (0.085722 sAAPLβ†’24.96 USDC, 42 min left on book) β€” Vulture has a competing sAAPL sell open and LP-Maker quotes sAAPL two-sided: has #1711 found a taker, and at $291/sAAPL implied, is the price competitive vs LP-Maker's current ","rebalancer-lior":"2 recent Rebalancer ↔ LP-Maker deals settled β€” did these execute the planned sMSFT trim (+1.63ppβ†’USDC) or the BTC DCA (-1.61pp), and what does the current portfolio mix look like relative to target (was zero USDC the constraint)?","stacker-massimo":"nextFallbackMin=7 means Stacker wakes imminently β€” LP-Maker's live sNVDA ask (12 USDCβ†’0.05857 sNVDA, ~$204.77 implied, 22 min left) passes both Stacker criteria (≀12 USDC, ≀oracleΓ—1.01β‰ˆ$207.15). Did the watcher fix the blind-spot miss from ","swing-nikita":"1 recent Swing-Nikita ↔ LP-Maker deal settled β€” did a dislocation threshold finally breach (BTC needs ~$960 more downside from $63,909 to hit -1.5% from 64174.56 baseline), or was this deal posted pre-w36 and just settled now? Current gap i","vulture-andrew":"3 recent Vulture ↔ LP-Maker deals settled while prior summary said all 7 maker positions are structurally uncompetitive (LP spread 0.22–0.35% vs Vulture's 1% floor) β€” were these 3 fills taker-side wins (vulture taking LP's quotes) or maker "},"ctas":[{"scope":"agent","text":"stacker-massimo: imminent wake (nextFallbackMin=7) β€” verify watcher can see LP-Maker's live sNVDA ask (12 USDCβ†’0.05857, $204.77 implied) that it missed at w38; if same blind-spot persists, patch book-"},{"scope":"agent","text":"arb-hunter-tom: investigate watcher's id>HIGH_WATER filter β€” if it skips existing bets that have drifted near settlement, it misses the entire latency-arb opportunity on bets already posted; HIGH_WATE"},{"scope":"fleet","text":"bear-yosher #1713 (BTC below $65k, BTC currently $63,909 = ITM for taker) has 52 min left with no taker β€” surface this to mimic-ljuba or arb-hunter as a near-decided binary either could profit from ac"},{"scope":"core","text":"index-maker/index-taker at 32/33 null cycles: escalate provisioning β€” no wallet, no config, $0 tokens; IndexBasket market segment fully offline and degrading from 'undeployed' to 'abandoned'"},{"scope":"agent","text":"vulture-andrew: clarify whether 3 recent LP-Maker fills were taker wins or maker sweep losses β€” if maker, the 7 live open intents at 1% floor are burning TTL against LP's 0.22–0.35% spread and should "}],"at":"2026-06-14T17:05:39.367Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T18:29:02.938Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":104.66,"used7d":null,"used7dUsd":882.98,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":63.4,"estPct7d":60.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":180.1,"estPct7d":146.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":149.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":118.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":119620064,"w7":1068465643,"tot":1068465643},"haiku":{"w5":38829096,"w7":392171041,"tot":392171041}},"fleet":{"agentsUp":12,"lifetimeTokens":1460656495,"lifetimeUsd":882.98,"sessions":15628,"deals":161,"openIntents":18,"totalIntents":1803},"oracle":{"USDC":1,"ETH":1659.04,"BTC":63688.35,"SSV":2.28,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T18:25:22.670Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":0,"w7Son":16737100,"hourly":[0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":101.05,"realizedPnl":1.06,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":286,"wakes":230,"firstWakeMs":1780927992000,"lastWakeMs":1781460600000,"ageMin":19,"lastWhy":"No binary clears latency bar (cexTakerInMoney=false, margin -1.93%); no swap edge β‰₯10bps that I can fund and hold.","repeatWakes":206,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781462367465,"watching":"new intent >1789 β‰₯10bps SSV OR binary bet ≀30min to settlement β€” 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":10}},"verdict":{"summary":"Prior ended with deal #156 settled (+109bps SSV/USDC vs LP-Maker, +$0.043) and HIGH_WATER at 1754; binary bar continuously failing (BTC ~$64k vs $65k strike). This cycle (w229–w231): HIGH_WATER advanced 1754β†’1789 (35 new intents scanned across 3 wakes), 0 binary fills, 0 swap fills. BTC fell further β€” margin now -1.93% at w231 vs -1.49% at w226, so the binar","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"BTC at $63,909 is -1.93% from the $65k strike at w231 β€” further from clearing than last cycle's -1.49%. No binary fills and no swap fills in w229–w231; SSV edge evaporated post deal #156 and WETH/mBTC approval blocks cap the swap surface. Agent is healthy and on-mission; the opportunity set degraded this cycle.","rootCause":{"class":"counterparty-starved","evidence":"Binary: cexTakerInMoney=false, margin -1.93% at w231 (worse than -1.49% at w226); bear-yosher's $65k BTC strike requires BTC to rise ~$1,091 from current $63,909. Swap: SSV oracle near mid post-deal #156 (w230 log: 'SSV oracle near-'); remaining new intents in w229–w231 priced taker-negative or requ"},"reasoningRead":"Sound and on-mission. Correctly identifies margin -1.93% as below threshold; correctly skips taker-negative SSV intents after oracle convergence; correctly flags WETH/mBTC approval blocks rather than attempting blocked fills. Not churning β€” HIGH_WATER advances confirm it's scanning fresh intents each wake. Solving the right problem.","wakeTriggers":["New intent ID > HIGH_WATER(1789) with β‰₯10bps SSV sell- or buy-edge","New intent matching BINARY_BET_HASHES (1 hash hardcoded: 0x85ae...)","30-min fallback (nextFallbackMin=29 at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"9 of 10 recent swap deals; primary SSV/WETH/BTC liquidity source β€” but SSV oracle near mid now, edge gone","available":"active, 119 lifetime deals, 11 open inte"},{"agent":"vulture-andrew","fit":"maybe","why":"1 prior swap deal; Vulture's 1% floor vs LP-Maker's 0.22–0.35% means LP-Maker fills first on any edge arb-hunter sees","available":"4 open intents on book but undercut by L"},{"agent":"bear-yosher","fit":"maybe","why":"The only live binary counterparty; re-posted #1757 at $65k BTC strike, but BTC $1,091 below β€” taker-losing for arb-hunter","available":"alive and posting, but binary structural"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable on the SSV surface β€” edge was gone post-deal #156 (oracle convergence). WETH/mBTC approval block means the agent cannot assess those legs at all; w228 log named '#1737 WETH blocked' as the next-best candidate at the time, suggesting potential edge existed but was inaccessible. Unmeasurable until approvals are cleared.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on new intents above HIGH_WATER β€” snipes fresh postings without polling on a fixed timer, matching latency-arb mission","Binary bet detection via template hash set gives instant wake on known binary types without an LLM call","Dual CEX feeds (Binance SSV + Coinbase BTC) with 30-sec cache β€” matches dual-surface mission cleanly","30-min fallback provides sweep coverage for templates not in BINARY_BET_HASHES and for oracle drift checks"],"lacking":["BINARY_BET_HASHES contains only 1 hash β€” ETH binary templates and any new bear-yosher variants won't trigger an immediate wake; fallback catches them 30 min lat","No spendability pre-check at watcher scan time β€” WETH/mBTC needsApproval is discovered only at wake, wasting a wake slot on a structurally unactionable edge"],"suggestedChange":"Add all active binary template hashes (ETH variants, any new BTC variants) to BINARY_BET_HASHES β€” a 30-min lag on a new binary is the exact latency miss this agent exists to avoid; this is the highest-leverage single change."},"issues":[{"scope":"agent","title":"WETH/mBTC needsApproval blocks swap surface every cycle","detail":"w228 and w231 both log WETH/mBTC as approval-blocked. Reduces effective swap universe to mSSV-only. w228 named '#1737 WETH blocked' as next-best candidate, suggesting real opportunity cost.","fix":"Run token-approval transactions for WETH and mBTC from the agent wallet so these assets become spendable; or add a one-time approval step to agent startup/init."},{"scope":"agent","title":"BINARY_BET_HASHES covers only 1 template hash","detail":"Watcher fires immediately only on 0x85ae...f9fc. Any ETH binary or new BTC binary template posted by bear-yosher or others falls through to the 30-min fallback, undermining the latency-arb advantage.","fix":"Enumerate all active binary template hashes (query the book for all templateHash values on BinaryBet-type intents) and add them to the set in current.ts."}],"assessment":"BTC at $63,909 is -1.93% from the $65k strike at w231 β€” further from clearing than last cycle's -1.49%. No binary fills and no swap fills in w229–w231; SSV edge evaporated post deal #156 and WETH/mBTC approval blocks cap the swap surface. Agent is healthy and on-mission; the opportunity set degraded this cycle."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":30,"msgs":625,"total":34749275,"totalUsd":19.58,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34749275,"w7Usd":19.58,"w7PctPool":1.4,"w5Son":0,"w7Son":27354806,"hourly":[0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:10:22.843Z","tokens":1830876,"usd":1.24,"msgs":28}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":286,"wakes":76,"firstWakeMs":1780944154000,"lastWakeMs":1781460180000,"ageMin":26,"lastWhy":"1786 was filled immediately; mission requires one resting anchor. Posted 1788 at $65,000 (different strike) to avoid ove","repeatWakes":54,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781475017422,"watching":"intent 1788 resolved | deal-159 near expiry | BTC>$64,702 | ETH>$1,686 | new BinaryBet | 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":221}},"verdict":{"summary":"Prior summary: #1757 posted at $65k with ~49 min remaining, BTC $63,909 (1.66% below strike), no ABOVE taker expected. Since then: #1757 expired unfilled at ~17:53 UTC exactly as predicted. Agent adapted β€” tightened strike from $65kβ†’$64,500 and posted #1786, which was filled IMMEDIATELY (deal 159 live: BTC<$64,500, expiry June 15 17:59 UTC, counterparty like","badge":"LIVE BET ITM","confidence":"high","bottomLine":"#1757 expired unfilled at ~17:53 UTC β€” BTC moved slightly lower ($63,909β†’$63,746), no ABOVE-side taker materialised. Agent tightened to $64,500, got an immediate fill (deal 159, counterparty likely Mimic-Ljuba). Deal 159 is currently 1.18% ITM for bear-yosher with ~23 h to expiry (June 15 17:59 UTC); #1788 resting at $65k as the second anchor.","rootCause":{"class":"counterparty-starved","evidence":"Anchors #1626, #1674, #1713, #1757 all expired unfilled β€” no ABOVE taker at $65k with BTC 1.61–4.28% below strike. Strike tightening to $64,500 broke the drought: #1786 filled immediately (deal 159). The problem was structural illiquidity at the $65k level, not agent behaviour."},"reasoningRead":"Sound and adaptive. Agent correctly read that no counterparty would take the ABOVE side at $65k when BTC was ~$63,900; tightened to $64,500 and got an immediate fill β€” the right inference from four consecutive unfilled anchors. Re-posting #1788 at $65k as a separate resting anchor while deal 159 is live is on-mission (mission requires exactly one resting anchor). No churn, no off-mission drift.","wakeTriggers":["ownIntentResolved(1788) β€” filled or expired ~19:04 UTC Jun 14","Deal 159 betExpiry approach: fires at Unix 1781546040 (5 min before June 15 17:59 UTC)","BTC adverse +1.5%: BTC > $64,702","ETH adverse +1.5%: ETH > $1,686","New BinaryBet on book (potential taker opportunity)","4h fallback (~22:08 UTC Jun 14)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Filled #1786 immediately (deal 159 live) β€” confirmed active ABOVE-side taker; mirrors recent BinaryBets","available":"active β€” just filled"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Targets near-decided binaries; BTC at 1.18% below $64,500 could attract a late-stage arb take on deal 159's ABOVE side before expiry, but 23","available":"ok but 0 binary fills recently"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values binaries against Polymarket implied distribution β€” could take the open #1788 ($65k) if Polymarket implies ABOVE probability is underp","available":"ok, orphaned intent #1711 monitoring iss"}],"reliableCounterparties":1,"missedOpportunities":"None identified β€” wakes w45/w46/w47 each scanned for takeable binaries and found none (only 1609 at 0.14% margin, correctly skipped per mission). No binary intents appeared in the book that bear-yosher could have taken.","wakeScript":{"wellReasonedForMission":true,"good":["Watches own intent (#1788) for resolution β€” immediate re-post trigger, correct for mission's 'always one resting anchor' rule","Hard-wired deal-159 expiry fire (Unix 1781546040, 5 min before June 15 17:59 UTC) β€” ensures settlement wake arrives on time without relying on a poll coincidenc","Dual adverse-move guards (BTC >$64,702, ETH >$1,686 = +1.5% from baseline) β€” correct posture-check trigger; not so tight as to generate noise","New BinaryBet scan β€” keeps taker pipeline live while deal 159 runs","4h fallback present; 60s poll cadence is appropriate for a 23h binary"],"lacking":["No check for deal 159 settlement RESULT after expiry β€” if BTC crosses $64,500 before June 15 17:59 UTC and the deal resolves early, the watcher won't know until","newMatches() initialises `seen` on first poll and returns immediately β€” first scan after wake is always a no-op; a small latency blind-spot on genuinely new bet"],"suggestedChange":"Add a deal-resolved check for deal 159 (analogous to ownIntentResolved but for the live deal) so bear-yosher wakes immediately when the bet settles β€” either to recycle the 4 USDC into a new anchor or to handle an early adverse resolution. T"},"issues":[{"scope":"agent","title":"No early-settlement wake for live deal 159","detail":"Deal 159 expires June 15 17:59 UTC, but binary bets can resolve early if the strike is crossed decisively before expiry. Current watcher only fires 5 min before betExpiry; an early resolution (win or loss) would be discovered only at the next periodic trigger (up to 4h later).","fix":"Add a `dealResolved(belt.tools, '159')` check inside the runWatchLoop β€” fire on resolution so the agent can immediately recycle USDC or post a new anchor rather than waiting up to 4h."},{"scope":"agent","title":"newMatches() first-tick blind-spot","detail":"`seen` is null on first loop iteration, so the BinaryBet scan initialises the set and returns without checking β€” any bet posted in the first 60s after watcher start is missed.","fix":"Initialise `seen` from the book BEFORE entering runWatchLoop (or seed it at the top of the first tick before the early-return), so the first real scan can detect genuinely new intents."}],"assessment":"#1757 expired unfilled at ~17:53 UTC β€” BTC moved slightly lower ($63,909β†’$63,746), no ABOVE-side taker materialised. Agent tightened to $64,500, got an immediate fill (deal 159, counterparty likely Mimic-Ljuba). Deal 159 is currently 1.18% ITM for bear-yosher with ~23 h to expiry (June 15 17:59 UTC); #1788 resting at $65k as the second anchor."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"34th consecutive null cycle β€” no change whatsoever from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal detected this cycle: no wallet assignment, no config file, no env var, no watcher. IndexBasket market segment fully offline; index-taker identical","badge":"UNPROVISIONED β€” NULL","confidence":"high","bottomLine":"34th consecutive null cycle. Zero provisioning signal: no address, no wake script, no watcher, 0 tokens lifetime. This agent has never run. Nothing to analyze until a wallet is assigned and config deployed.","rootCause":{"class":"infra-down","evidence":"address=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, wake_script_source=null, wakes=0 lifetime, tokens_lifetime_usd=0 β€” agent has never been provisioned"},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed","MISSING: no watcher armed","MISSING: no wallet address assigned"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Mission-paired: index-taker is the only agent designed to take the SHORT side of index-maker's LONG IndexBasket intents","available":"Also null/unprovisioned β€” identically do"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and has no wake script; watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null)","No watcher deployed","No wallet provisioned"],"suggestedChange":"Provision a wallet address and deploy a minimal wake script β€” the IndexBasket market cannot open until both index-maker and index-taker are provisioned together, since they are each other's only counterparty."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 34 consecutive null cycles","detail":"address=null, wake_script_source=null, watcher.armed=false, 0 lifetime wakes, 0 lifetime tokens. The IndexBasket market segment is entirely offline. index-taker is in the same state, so provisioning index-maker alone is insufficient β€” both must be deployed together.","fix":"Assign a wallet address, deploy CLAUDE.md + wake script for both index-maker and index-taker simultaneously, and arm their watchers. No partial provision will produce deals."}],"assessment":"34th consecutive null cycle. Zero provisioning signal: no address, no wake script, no watcher, 0 tokens lifetime. This agent has never run. Nothing to analyze until a wallet is assigned and config deployed."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"35th consecutive null cycle β€” no change confirmed. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens across all time. Index-maker (sole natural counterparty and only source of LONG IndexBasket intents) remains health=unknown and equally undeployed. Both sides of the IndexBasket market are offline; no unil","badge":"UNDEPLOYED 35 CYCLES","confidence":"high","bottomLine":"35th consecutive null cycle. No wallet, no watcher, no wakes, $0 lifetime spend. Index-taker cannot operate until provisioned; its only counterparty (index-maker) is also undeployed, so provisioning either side alone produces nothing.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, 0 lifetime tokens β€” agent has never run"},"reasoningRead":"N/A β€” no wakes have ever occurred; no reasoning to evaluate.","wakeTriggers":["MISSING: no watcher armed, no fallback scheduled, no wake script present"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"health=unknown, equally undeployed β€” 0 w"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” and index-maker has never posted an IndexBasket intent, so there is nothing to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Provision the agent: assign a wallet, deploy a wake script that polls the indexer for new LONG IndexBasket intents and fires when one appears, with a fallback cadence of ~60 min."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 35 consecutive null cycles","detail":"No wallet, no watcher, no wake script, 0 lifetime wakes. Has never executed a single action.","fix":"Provision index-taker with a wallet and a watcher that monitors the indexer for LONG IndexBasket intents. Must be paired with index-maker provisioning β€” provisioning one side alone yields no deals."},{"scope":"agent","title":"Both sides of IndexBasket market offline simultaneously","detail":"index-maker (LONG intent author) and index-taker (SHORT taker) are both health=unknown with 0 lifetime wakes. The IndexBasket market has never cleared a single deal.","fix":"Coordinate joint provisioning of index-maker and index-taker in the same deployment step; staggered rollout leaves one side stranded."}],"assessment":"35th consecutive null cycle. No wallet, no watcher, no wakes, $0 lifetime spend. Index-taker cannot operate until provisioned; its only counterparty (index-maker) is also undeployed, so provisioning either side alone produces nothing."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":642,"msgs":13979,"total":863615743,"totalUsd":501.15,"w5":92216663,"w5Usd":55.18,"w5PctPool":36.9,"w7":863615743,"w7Usd":501.15,"w7PctPool":36,"w5Son":71979057,"w7Son":691754606,"hourly":[12.3,17.15,4.53,9.25,11.95,3.57,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T18:27:45.724Z","tokens":838021,"usd":0.79,"msgs":15}},"onchain":{"deals":120,"openIntents":11,"balanceUsd":746.96,"realizedPnl":-1.43,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":296,"wakes":158,"firstWakeMs":1781018900000,"lastWakeMs":1781461192000,"ageMin":9,"lastWhy":"No quote inversions, no fillable intents (negative edge or insufficient sNVDA inventory), all Cluster Z quotes live 44mi","repeatWakes":139,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781466592520,"watching":"Cluster Z prefire ~19:02 UTC | ETH[1659,1664] | BTC[63628,63820] | SSV[2.272,2.288] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":81}},"verdict":{"summary":"Cluster X (22-TX renewal at w143, driven by SSV oracle +1.3%) held through w144–w150 with only intra-cluster bid-cancel/repost wakes (4 TXs each at w147, w150) for ETH/BTC oracle drift. Cluster Y prefire scheduled ~18:04 UTC. sNVDA ask from prior cycle was consumed β€” inventory now $0.09, no sNVDA ask in Cluster X or Y; 3 Stacker-Massimo fills in recent settl","badge":"HUB HOLDING CLUSTER Y","confidence":"high","bottomLine":"Cluster X held cleanly post-renewal; oracle drift (ETH -0.43%, BTC -0.34%) caused 2 intra-cluster bid repairs (w147, w150) without a full renewal. sNVDA ask was filled β€” 3 Stacker-Massimo deals in the last 38 settled, and inventory is now $0.09, confirming the take. Cluster Y prefire armed for ~18:04 UTC. No infra failures; the only structural risk is token cost ($54.05/5h) exceeding realized spread income (-$1.69 PnL).","rootCause":{"class":"structural","evidence":"LP-Maker is functioning as designed (120 lifetime deals, 16/16 recent swap deals). Negative realized PnL (-$1.69) against $54.05/5h token cost means the hub subsidizes fleet liquidity at its own expense β€” structural LP economics, not a bug."},"reasoningRead":"Sound and on-mission. Each wake correctly classifies the trigger (oracle drift β†’ bid-only repair vs full cluster renewal vs prefire timer) and acts proportionally. The w144 flag of ETH ask at +0.05bps 'below Ξ΄_floor' shows the agent is self-auditing spread quality. The only concern is that tight-spread posts invite Arb-Hunter fills (8 of 38 recent deals), compressing margin further.","wakeTriggers":["Cluster Y prefire timer (ts 1781460288, ~18:04 UTC, 7min before ETH ask #1767 expiry)","Price inversion guards: ETH [1661,1665], BTC [63720,64050], SSV [2.280,2.305], sAAPL [290.55,291.72], sNVDA [204.65,207.0], sMSFT [390.05,391.58]","New fillable swap intent from non-self poster","90min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8 of 38 recent fills; fast CEX-feed arb picks off LP-Maker's tightest posts β€” primary taker","available":"ok"},{"agent":"stacker-massimo","fit":"yes","why":"3 recent fills confirmed; sNVDA ask consumed this cycle (inventory $0.09 proves take)","available":"ok"},{"agent":"momentum-nikita","fit":"yes","why":"6 recent fills; rotational swap demand aligns well with LP-Maker's multi-asset book","available":"ok"},{"agent":"swing-nikita","fit":"yes","why":"2 recent fills; mean-reversion swaps naturally counterpart LP-Maker mid-quotes","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"3 recent fills; rebalancing after options activity routes through LP-Maker","available":"ok"},{"agent":"vulture-andrew","fit":"yes","why":"4 recent fills; takes spread when LP-Maker posts narrower than Vulture's 1% floor","available":"ok"}],"reliableCounterparties":7,"missedOpportunities":"none β€” LP-Maker is a pure maker; it posts and waits. The one structural gap: sNVDA inventory exhausted ($0.09), so it cannot quote sNVDA asks until it reacquires inventory via a buy-side fill. If sNVDA oracle moves within the guard band [204.65, 207.0], the guard fires but there's nothing to cancel or repost on the ask side.","wakeScript":{"wellReasonedForMission":true,"good":["Prefire timer fires 7min before earliest expiry β€” gives time to cancel+repost without a gap in book coverage","Per-asset inversion guards with tight bands catch oracle drift without waiting for the LLM wake; proportional response (4 TXs for bid repair vs 22 TXs for full ","newMatches() on fillable swap intents enables opportunistic fill-side response without polling","90min fallback is appropriately patient for a resting-quote market-maker","Zero-LLM watch loop; all guard logic is deterministic"],"lacking":["No sNVDA inventory guard: when inventory is $0.09, the watcher will still fire on sNVDA oracle breach, wake the LLM, and find nothing to repost β€” a wasted wake","newMatches() fires on any new fillable swap intent but LP-Maker already has resting quotes; the LLM still needs to assess whether the incoming intent is better "],"suggestedChange":"Add an inventory check in the prefire/guard logic: skip sNVDA guard fires when sNVDA inventory < threshold (e.g. 0.01 sNVDA), and add a comment to the watcher noting the missing-inventory condition so the LLM wake can prioritize reacquiring"},"issues":[{"scope":"agent","title":"sNVDA inventory exhaustion creates silent book gap","detail":"Inventory at $0.09 means no sNVDA ask can be posted in Cluster Y. The watcher has no inventory gate β€” it will fire on sNVDA guard breaches and produce 0-TX wakes until inventory is restocked.","fix":"Add an inventory floor check (e.g. sNVDA > 0.05 sNVDA) before registering the sNVDA guard, and add logic in the LLM wake to proactively post a sNVDA buy intent when inventory is below the restock threshold."},{"scope":"agent","title":"ETH ask Ξ΄_floor breach at w144 (+0.05bps vs floor)","detail":"w144 logged 'ETH ask #1726 posted at +0.05bps above mid β€” below Ξ΄_floor'. A spread this tight is indistinguishable from mid for Arb-Hunter, who takes 8 of 38 recent fills. If this happens regularly at cluster renewals, LP-Maker is gifting arb profit.","fix":"Enforce Ξ΄_floor as a hard minimum in the renewal logic; if oracle-implied price falls within Ξ΄_floor of the posted ask price, widen to Ξ΄_floor before posting β€” never post below floor even if the oracle says the spread is technically positive."},{"scope":"core","title":"Token cost ($54.05/5h, 36.2% pool) exceeds realized spread income (-$1.69 PnL)","detail":"LP-Maker is the liquidity hub (120 deals, 16/16 recent swaps route through it) but its LLM-driven renewal cadence makes it the most expensive agent per-period. The hub externality β€” all other agents benefit from its quotes β€” is unpriced. Realized PnL is -$1.69 while portfolio appreciation (+$46.99) ","fix":"Evaluate moving cluster renewal to a script-level deterministic repost (cancel + bulk repost in one TX batch without LLM) β€” reserve LLM wake for auditing custom deals and handling ambiguous fills. This could cut token cost 50%+ while preserving the hub function."}],"assessment":"Cluster X held cleanly post-renewal; oracle drift (ETH -0.43%, BTC -0.34%) caused 2 intra-cluster bid repairs (w147, w150) without a full renewal. sNVDA ask was filled β€” 3 Stacker-Massimo deals in the last 38 settled, and inventory is now $0.09, confirming the take. Cluster Y prefire armed for ~18:04 UTC. No infra failures; the only structural risk is token cost ($54.05/5h) exceeding realized spread income (-$1.69 PnL)."},"overBudget":{"pct":36.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":285,"wakes":119,"firstWakeMs":1780927020000,"lastWakeMs":1781455662000,"ageMin":101,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":88,"avgGapMin":86,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781463746445,"watching":"deal #159 expiry (~24h) OR new BinaryBet appears OR 60-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":33}},"verdict":{"summary":"Deal #154 loss (-$7.38, portfolio to $88.24) confirmed last run. Board was structurally empty for wakes w97–w100 (~1.5h post-settlement). The [object Object] rendering bug resurfaced in w100 (same status-serialization failure as prior run). w101 then accepted deal #159 (intent #1786, BTC, +8pp edge) β€” first binary in ~40 wakes, breaking the dry spell. Wake s","badge":"LIVE DEAL #159","confidence":"high","bottomLine":"Board was empty post-#154 loss through w97–w100; bear-yosher posting #1786 triggered w101 which accepted deal #159 (BTC, +8pp edge). [object Object] serialization bug reappeared in w100 but did not block the w101 accept. Watcher is fully armed with three triggers: new BinaryBet, deal #159 expiry -5 min, and 60-min fallback.","rootCause":{"class":"counterparty-starved","evidence":"Binary board empty for wakes w97–w100 (~1.5h); no new BinaryBets posted until bear-yosher's #1786. [object Object] in w100 is a rendering/serialization issue, not an accept gate block β€” w101 executed cleanly immediately after."},"reasoningRead":"Sound and on-mission. 3pp edge floor correctly enforced across w94–w100 (skipped #1713 at +0–5pp, skipped #1609 at marginal edge on Sunday calm in w94). w101 correctly accepted +8pp opportunity. One-deliberate-move rule applied consistently. The w100 [object Object] status suggests a serialization error in the output object but did not corrupt decision logic.","wakeTriggers":["New BinaryBet appears on board (newMatches polling every 30s)","Deal #159 expiry -5 min (hardcoded DEAL_EXPIRY_TS 2026-06-15 ~16:27 UTC)","60-min fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet writer; posted #1786 that mimic accepted as deal #159 β€” the sole reliable supply side","available":"ok, 18 deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Occasionally posts binary intents; mimic has 1 settled deal against them","available":"ok, 3 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Also a binary taker β€” competes with mimic for the same intents rather than supplying them","available":"ok, 20 deals"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1713 (w98: +0–5pp edge) correctly skipped below 3pp floor. Board empty w97–w100; no other binary intents were available. None missed.","wakeScript":{"wellReasonedForMission":true,"good":["New BinaryBet detection via newMatches is the correct primary trigger for a copy-trader β€” fires the moment supply appears","Deal expiry -5 min trigger lets mimic assess outcome and act at settlement boundary","60-min fallback prevents indefinite stale state; seenBinaryIds baseline avoids double-fire on startup","Zero-LLM, clean loop structure"],"lacking":["DEAL_EXPIRY_TS and the '#159' comment are hardcoded β€” every newly accepted deal requires a manual script rewrite; stale between deals","[object Object] serialization bug unaddressed since prior run β€” corrupts wake logs even when logic is correct"],"suggestedChange":"Replace hardcoded DEAL_EXPIRY_TS with a dynamic lookup of mimic's live open deals at watcher startup (read open intents/deals for mimic's address, find earliest expiry) β€” eliminates the per-deal script edit and the window where the expiry t"},"issues":[{"scope":"agent","title":"[object Object] status rendering bug (recurrent)","detail":"w100 logs '[object Object]' in the wake status position β€” a JavaScript object reference is being stringified as-is instead of its string value. Appeared in prior run, recurred here. Does not block execution (w101 accepted cleanly immediately after) but corrupts wake-log readability and makes post-mo","fix":"In mimic's CLAUDE.md output handler or wake logger, ensure the status field is JSON.stringify()ed or .toString()ed before being interpolated into the log line; the raw object reference is reaching the template literal."},{"scope":"agent","title":"Hardcoded deal expiry in wake script requires per-deal manual edit","detail":"DEAL_EXPIRY_TS = 1781546340 and FIRE_BEFORE_EXPIRY_SECS refer specifically to deal #159. After deal #159 settles, the expiry trigger becomes stale until the script is manually updated for the next accepted deal β€” creating a window where mimic runs without an expiry wake.","fix":"At watcher startup, dynamically fetch mimic's live open deals and derive the earliest expiry timestamp; use that as the trigger deadline. No per-deal script edit needed."}],"assessment":"Board was empty post-#154 loss through w97–w100; bear-yosher posting #1786 triggered w101 which accepted deal #159 (BTC, +8pp edge). [object Object] serialization bug reappeared in w100 but did not block the w101 accept. Watcher is fully armed with three triggers: new BinaryBet, deal #159 expiry -5 min, and 60-min fallback."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":101.91,"realizedPnl":1.91,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":285,"wakes":38,"firstWakeMs":1780940859000,"lastWakeMs":1781460748000,"ageMin":17,"lastWhy":"7th consecutive hold since wake 31 β€” field compressed 0.076–0.814pp all day Jun 14. Crypto dipping modestly from intrada","repeatWakes":35,"avgGapMin":234,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489863498,"watching":"Leader gap β‰₯2pp from baseline | new SSV/sNVDA fair seller β‰₯$2 | US mkt close 20:00 UTC | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":469}},"verdict":{"summary":"w37 (06-14T17:21, 48 min ago) confirmed gap collapsed further: SSV leads by only 0.076pp, down from 0.521pp at w36 and 0.69pp at w35 β€” moving decisively AWAY from the 2pp threshold, not toward it. Portfolio ticked up marginally to $102.38 (from $102.20). Hold remains correct. Market-close trigger (20:00 UTC) has not fired; ~1h51min remaining from ~18:09 UTC ","badge":"HOLDING β€” GAP NOISE","confidence":"high","bottomLine":"SSV-vs-sNVDA gap compressed to 0.076pp at w37 β€” noise, not signal β€” well inside the 2pp edge threshold. Portfolio $102.38 stable. Market-close trigger fires in ~1h51min; after that, universe narrows to crypto-only (BTC/ETH/SSV) and re-rank may shift leadership.","rootCause":{"class":"structural","evidence":"Gap dropped from 0.69pp (w35) β†’ 0.521pp (w36) β†’ 0.076pp (w37); the entire equity+crypto field moved in lockstep, erasing any leader. No instrument cleared the 2pp edge; no on-chain action is appropriate. This is a market-structure condition, not a platform or toolchain problem."},"reasoningRead":"Sound, solving the right problem. Agent correctly identified the 0.076pp gap as noise and held. The chain w35β†’w36β†’w37 shows a consistent, quantitative declining-gap narrative β€” no re-derivation churn, just new data applied to a stable rule. No false-positive action taken despite three consecutive wakes with no gap signal.","wakeTriggers":["Momentum gap β‰₯2pp across ranked universe","New fair SSV seller β‰₯$2 notional (≀oracleΓ—1.005)","New fair sNVDA seller β‰₯$2 notional (≀oracleΓ—1.005)","US market close 20:00 UTC 2026-06-14 (hardcoded date)","8h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 8 settled swaps went through LP-Maker; live sNVDA and SSV inventory on the book; dominant clearing venue for any rotation trade","available":"active, 11 open intents, 16 of last 16 s"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; could offer the opposite leg on a rotation, but mission is DCA not market-making β€” availability depends on its own rebalance","available":"ok health, 15 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; will take mispriced swaps but momentum-nikita posts at fair value, so only transacts if Andrew is also looking to offload","available":"ok health, 42 lifetime deals but spreads"}],"reliableCounterparties":1,"missedOpportunities":"none β€” gap at 0.076pp is genuine noise; no fair-priced opportunity cleared the 2pp edge since w36. stacker-massimo's LP-Maker sNVDA ask (12 USDC) was on the book but sNVDA is not leading (gap too thin), so not a missed entry by momentum-nikita's rules.","wakeScript":{"wellReasonedForMission":true,"good":["Triggers precisely on the conditions the agent acts on: gapβ‰₯2pp, new fair seller in the leading asset, market-close re-rank, 8h fallback β€” no over-firing","Baseline captured dynamically on first poll; β‰₯$2 notional guard eliminates micro-lot false alarms (fixed at w34)","Market-close trigger correctly narrows universe to crypto-only after 20:00 UTC, matching mission logic","No LLM in the watcher loop; zero-cost polling"],"lacking":["MARKET_CLOSE_MS hardcoded to '2026-06-14T20:00:00Z' β€” stale tomorrow; should compute dynamically as 'next 20:00 UTC'","w37 fired 54 min after w36 β€” likely the fair-seller trigger, but the wake log doesn't explicitly confirm which trigger fired; a labelled fireWake() reason would"],"suggestedChange":"Replace the hardcoded `new Date('2026-06-14T20:00:00Z')` with a dynamic 'next 20:00 UTC from now' computation so the market-close trigger auto-advances each day without a script edit."},"issues":[{"scope":"agent","title":"Hardcoded market-close date expires at midnight UTC","detail":"MARKET_CLOSE_MS = new Date('2026-06-14T20:00:00Z') β€” after tonight the trigger never fires again until the script is manually re-armed with tomorrow's date.","fix":"Compute as: const today20 = new Date(); today20.setUTCHours(20,0,0,0); const MARKET_CLOSE_MS = today20.getTime() < Date.now() ? today20.getTime() + 86400000 : today20.getTime();"}],"assessment":"SSV-vs-sNVDA gap compressed to 0.076pp at w37 β€” noise, not signal β€” well inside the 2pp edge threshold. Portfolio $102.38 stable. Market-close trigger fires in ~1h51min; after that, universe narrows to crypto-only (BTC/ETH/SSV) and re-rank may shift leadership."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":285,"wakes":42,"firstWakeMs":1780995929000,"lastWakeMs":1781458292000,"ageMin":58,"lastWhy":"Wake 33 check: 2h fallback fired per wake 32 watcher. No audited Options to evaluate.","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474763492,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":217}},"verdict":{"summary":"Alive, disciplined, but template-locked. Prior summary (w33 at 17:31, 39 min ago) had 4 pre-existing settled deals vs 0x57F8…B0ff β€” no new deals since then. Focus question resolved: the 4 settled_deals_detail entries are ALL pre-existing (same 4 from last run; settled_deals lifetime still 5). Option-writer's 0x6e2/0x6e3 did NOT match the AUDITED_TEMPLATE_HAS","badge":"TEMPLATE MISMATCH","confidence":"high","bottomLine":"Option-taker is alive and reasoning correctly (rejected #1600 twice, passed #1641) but its AUDITED_TEMPLATE_HASH filter is out of sync with option-writer's current posts β€” option-writer's 0x6e2/0x6e3 showed up as 'unknown custom deals' in w33 and expired (0m TTL) without option-taker ever evaluating them. $26.81 realized PnL on $1.47 token spend is excellent, but the flow is drying up due to this template mismatch.","rootCause":{"class":"toolchain-blocked","evidence":"w33 logged 'Zero audited Option intents found; only Swaps and unknown custom deals' while option-writer's 0x6e2/0x6e3 were live on book with >0m TTL at that point; both expired at 0m TTL unseen; all 5 lifetime deals are with 0x57F8…B0ff (option-writer) so that counterparty is active but posting unde"},"reasoningRead":"Sound within its filter β€” disciplined rejection of #1600 (coin-flip/overpriced) across w30/w31, correct pass on #1641. Problem is not the reasoning but the scope: it's solving the right problem with the wrong key. The template hash constant is hardcoded; if option-writer updated their template, option-taker reasons over an empty set and looks like it's correctly waiting in a thin book.","wakeTriggers":["New intent matching AUDITED_TEMPLATE_HASH 0xb3d66f4... appears on book (60s poll)","6h fallback (nextFallbackMin: 236)","MISSING: no trigger for option-writer's current template hash β€” if hash rotated, watcher never fires on new option-writer posts"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole counterparty for all 5 settled deals (0x57F8…B0ff); writes the exact instrument type option-taker buys β€” but currently posting under a ","available":"active (20 lifetime deals, 2 open intent"}],"reliableCounterparties":0,"missedOpportunities":"Option-writer's intents 0x6e2/0x6e3 β€” live on book during w33 window, visible as 'unknown custom deals', expired at 0m TTL without evaluation. Whether they met option-taker's edge bar is unmeasurable (template mismatch prevented even reading their parameters). This is a concrete missed opportunity from the template lock.","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is correct for an event-driven taker watching for new posts","Fires only on new intent IDs (diff vs seenIntentIds) β€” avoids re-evaluating the same intent each poll","6h fallback ensures agent wakes even when no new options appear","Zero-LLM watcher β€” efficient and reliable"],"lacking":["AUDITED_TEMPLATE_HASH is a single hardcoded constant β€” if option-writer rotates or updates their template, watcher filter silently yields zero results forever","No logging when auditedOptions is empty vs when it's non-empty but all seen β€” makes it impossible to tell from watcher logs whether the book is empty or the fil","seenIntentIds reset on each process restart means the first loop iteration after a restart is always a no-op even if new options are present"],"suggestedChange":"Accept a list of known audited template hashes (not a single constant), or β€” better β€” log the full template hash of every 'unknown custom deal' seen on the book so the mismatch is surfaced in wake logs rather than silently missed. This one "},"issues":[{"scope":"agent","title":"Hardcoded AUDITED_TEMPLATE_HASH out of sync with option-writer's current template","detail":"w33 found 'only Swaps and unknown custom deals' while option-writer's 0x6e2/0x6e3 were live. All 5 historical deals are with option-writer (0x57F8), so the template was valid in the past β€” it has since drifted. Option-taker's filter now screens out its only counterparty.","fix":"Identify option-writer's current template hash (read 0x6e2 or 0x6e3 intent details on-chain), update AUDITED_TEMPLATE_HASH in wake-watch script, and audit the new template before accepting. Alternatively, expand to a set of accepted hashes."},{"scope":"agent","title":"Silent filter failure β€” unknown custom deals are discarded without logging their template hash","detail":"When the watcher polls and finds intents that don't match the template hash, it discards them silently. This makes template-hash drift invisible until a human reads the wake log and notices 'unknown custom deals' in passing.","fix":"Add a log line emitting the template hashes of discarded intents: 'skipping intent #X β€” template 0xABC... not in accepted set'. This would have surfaced the drift in w33 immediately."}],"assessment":"Option-taker is alive and reasoning correctly (rejected #1600 twice, passed #1641) but its AUDITED_TEMPLATE_HASH filter is out of sync with option-writer's current posts β€” option-writer's 0x6e2/0x6e3 showed up as 'unknown custom deals' in w33 and expired (0m TTL) without option-taker ever evaluating them. $26.81 realized PnL on $1.47 token spend is excellent, but the flow is drying up due to this template mismatch."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":20,"openIntents":1,"balanceUsd":96.56,"realizedPnl":-11.43,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":284,"wakes":6,"firstWakeMs":1781445671878,"lastWakeMs":1781455647000,"ageMin":102,"lastWhy":"Direct settlement of resting order faster than waiting for new intent fill. sNVDA buy bridges gap to 70% portfolio targe","repeatWakes":0,"avgGapMin":33,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781467699039,"watching":"intent 1791 resolves (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":99}},"verdict":{"summary":"0x6e2/0x6e3 (oracleβˆ’0.5%, posted w5 16:42 with 1h TTL) expired unfilled; their resolution fired the watcher which triggered w6 (16:47). At w6 the agent adapted β€” rather than re-posting a passive sAAPL bid, it accepted a resting sAAPL ask (intent 1776 β†’ deal 160: 0.05 sAAPL + 14.56 USDC, settled ↔ 0xBd6a) and posted a fresh sNVDA buy as intent 1791 (10 USDC, ","badge":"SWAP ADAPTIVE; OPTIONS ABSENT","confidence":"medium","bottomLine":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals.","rootCause":{"class":"off-mission","evidence":"Option sleeve: 1 intent in 6 wakes (w1 canceled w2); zero option intents w3–w6. Swap engine active: 20 settled deals, deal 160 (w6) via active taking. The option gap is not counterparty-starved β€” option-taker-matheus has 5 deals but is supply-starved because option-writer stopped supplying."},"reasoningRead":"Sound for the swap engine β€” w6 showed genuine book-awareness by accepting intent 1776 (active take) rather than re-posting another expiring passive bid; that is an improvement over w3–w5's repeated passive posting cycle. But the option sleeve receives zero reasoning across w3–w6: no pricing check, no explicit deferral decision, no hedge logic. This looks like systematic LLM deprioritization of the","wakeTriggers":["intent 1791 resolves (ownIntentResolved fills or expires)","2h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (3 of 5 recent deals, 119 lifetime). Currently holds live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, implied 204.7 USDC/sNVDA","available":"active, 11 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural demand-side for options option-writer's silent sleeve would produce; 5 lifetime deals but currently starved of new option supply fro","available":"active but supply-starved"},{"agent":"stacker-massimo","fit":"maybe","why":"1 settled deal; also accumulates sNVDA/sAAPL but stacker-massimo's newMatches() blind-spot may prevent it from seeing 1791 as a takeable int","available":"active, structurally blind to resting bi"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's live sNVDA ask at 204.7 implied is crossed against 1791's 205.0 bid β€” LP-Maker should take 1791 on its next wake, so this may self-resolve. Structural miss: option-taker-matheus has no new option supply to work with because option-writer's sleeve has been silent for 5 wakes; every wake option-writer skips is a lost deal with its natural counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Watches intent 1791 via ownIntentResolved β€” fires on the exact event (fill or expiry), not a blind timer","2h fallback prevents stall if resolution event is missed","60s poll cadence is appropriate for swap settlement"],"lacking":["No option-sleeve prompt or label: when 1791 resolves, the next wake LLM has no standing nudge to evaluate option pricing β€” it has consistently deprioritized the"],"suggestedChange":"Change the watcher label to: `intent 1791 resolves β€” ALSO evaluate option-writing sleeve (silent since w2, 5 wakes)` so the firing context forces the LLM to address both engines, not just the pending swap."},"issues":[{"scope":"agent","title":"Option sleeve silent for 5 consecutive wakes (30% of mission dormant)","detail":"1 ETH call posted w1 (6 USDC, 4% premium, strike 1682), canceled w2. W3–W6 reason exclusively about swaps. W6 had 55+ USDC buffer and no mention of option pricing. LLM systematically deprioritizes options when a swap intent is live.","fix":"Add explicit two-engine protocol to CLAUDE.md: 'Each wake: (1) check swap rebalance need, (2) independently check option sleeve β€” fetch BTC/ETH spot, price a call/put, post if spread is positive. Option check is not optional even if a swap intent is pending.' Wake-script label change above reinforce"},{"scope":"agent","title":"Passive stock bids repeatedly expire unfilled (w3/w4/w5); active taking is better","detail":"0x68e/0x68f (w3), 0x6b4/0x6b5 (w4), 0x6e2/0x6e3 (w5) all expired without fill. W6 active take of intent 1776 (deal 160) worked where passive posting failed three times. No agent provides consistent stock sell-side, so passive bids are mostly wasted TTL.","fix":"Encode active-take preference in CLAUDE.md: 'Before posting a new passive buy intent, scan resting asks within 0.5% of oracle and take the best one directly; only post a passive bid if no resting ask exists.' This mirrors what w6 did successfully."}],"assessment":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":41,"msgs":798,"total":39989723,"totalUsd":15.1,"w5":6468242,"w5Usd":1.98,"w5PctPool":2.6,"w7":39989723,"w7Usd":15.1,"w7PctPool":1.7,"w5Son":1760015,"w7Son":15368683,"hourly":[0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T17:49:45.219Z","tokens":1161316,"usd":0.23,"msgs":24}},"onchain":{"deals":3,"openIntents":1,"balanceUsd":89.97,"realizedPnl":0.7,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":284,"wakes":53,"firstWakeMs":1780941832000,"lastWakeMs":1781460465000,"ageMin":21,"lastWhy":"No mispriced opportunities. sAAPL exit will expire naturally, returning cash. BTC bet sound, no action warranted.","repeatWakes":35,"avgGapMin":173,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781546802871,"watching":"sAAPL exit intent #1789 fills/expires, or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1418}},"verdict":{"summary":"Since last run's double-post flag (#1711/#1754), both expired naturally by 17:31–17:33 UTC (1h TTLs). Neither was explicitly cancelled β€” the agent relied on TTL. w51 (17:20) confirmed exit post 'failed; LP acti...' with sAAPL still held. w54 posted a fresh exit #1789 (18:05 timestamp β€” NOTE: appears before w52/w53 in the data, likely a display ordering anoma","badge":"EXITING STALE sAAPL","confidence":"medium","bottomLine":"Agent is alive and watcher correctly re-armed on #1789 (0.085722 sAAPL β†’ 24.96 USDC, 24h fallback); orphaned #1711 resolved by expiry not cancel. sAAPL inventory ($24.96, 28% of $89.97 portfolio) is 53h+ past horizon β€” 3 exit attempts (#1711, #1754, #1789) all expired or pending unfilled, LP-Maker declined at w51. BTC binary edge computation silently blocked at w53 by missing Polymarket distribution data.","rootCause":{"class":"counterparty-starved","evidence":"3 lifetime settled deals all vs Mimic-Ljuba (custom live); exit intents #1711, #1754 both expired unfilled; LP-Maker declined at w51 ('Exit post failed; LP acti...'); #1789 open, unfilled; oracle mid $291/sAAPL equivalent finding no taker across 3 attempts"},"reasoningRead":"Sound on sAAPL exit: correctly triggering horizon stop and re-posting at oracle mid each cycle. BTC binary reasoning is legitimately blocked by a data gap (not a logic error). However, the double-post root cause (back-to-back wakes both clearing the 'no live exit intent' guard) is unaddressed β€” if #1789 expires and the watcher fires + an immediate repeat wake occurs, #1789's successor could again ","wakeTriggers":["#1789 fill or expiry (ownIntentResolved, 60s poll)","24h fallback","MISSING: explicit cancel/idempotency check for prior exit intents before re-posting (no-cancel-before-repost is the root of the w49/w50 duplicate)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for sAAPLβ†’USDC at oracle mid; 119 lifetime deals, inventory depth; but declined at w51 β€” pricing or inventory management misma","available":"ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Sole settled counterparty (3 custom-live deals); no confirmed sAAPL demand; unlikely to take a swap exit","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"sAAPL accumulator by mission; could take the sell side if priced within ~1% of oracle, but Stacker's watcher misses resting asks","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"BTC binary opportunity potentially missed at w53 β€” Polymarket distribution data unavailable blocked edge calculation entirely; unmeasurable without the poll completing","wakeScript":{"wellReasonedForMission":true,"good":["Monitors the correct current intent (#1789) via ownIntentResolved β€” no more #1754 blind spot","60s poll cadence appropriate for 1h exit intents","24h fallback (nextFallbackMin 1437) prevents permanent orphaning","Zero-LLM, deterministic β€” fires on resolution event, not book state"],"lacking":["No idempotency check before arming: if #1789 expires and a new wake re-posts immediately, the w49/w50 double-post pattern can recur","No opportunity scan during the wait β€” agent could detect Polymarket-priced binary mispricings while holding the exit"],"suggestedChange":"Before armWatcher fires, check for any live exit intent with matching parameters and skip re-post if one exists β€” eliminates the double-post race without changing cadence"},"issues":[{"scope":"agent","title":"Double-post exit logic β€” duplicate exit intents on consecutive wakes","detail":"w49 posted #1711 and w50 posted #1754 (same 0.085722 sAAPL β†’ 24.96 USDC) 1 min apart; both expired unfilled; now replaced by #1789 via the same unguarded mechanism β€” root cause unpatched","fix":"Add idempotency check in CLAUDE.md exit logic: query live intents before posting; if an exit intent with matching give-asset and give-amount already exists on-chain, monitor it rather than re-posting"},{"scope":"agent","title":"sAAPL stranded 53h+ past horizon β€” 3 exit attempts at oracle mid, all expired/pending","detail":"28% of portfolio locked in sAAPL ($24.96); oracle mid pricing ($291/sAAPL equivalent) not clearing vs LP-Maker across #1711, #1754, #1789; no price concession mechanism","fix":"After 2+ failed exit attempts at oracle mid, CLAUDE.md should allow a small concession (e.g. βˆ’0.5% β†’ 24.83 USDC) to incentivize LP-Maker fill; log as 'slippage exit' vs 'oracle exit'"},{"scope":"core","title":"Polymarket distribution data unavailability silently blocks binary edge at w53","detail":"w53: 'BTC binary edge requires distribution data (need poll-polyma...)' β€” entire binary opportunity scan skipped when poll unavailable; agent has no fallback or logged skip","fix":"SDK: make poll-polymarket non-blocking with a short-TTL cache; on miss, agent logs 'binary: skipped, no market data' and continues rather than silently dropping the analysis"},{"scope":"agent","title":"w54 timestamp anomaly (18:05) precedes w52 (19:32) and w53 (20:00) in data","detail":"Wake numbers imply w54 is most recent, but its timestamp is 18:05 β€” 1h27m before w53 at 20:00; watcher source confirms #1789 is current, so w54 is likely last; display ordering or timestamp recording bug","fix":"Audit wake-log timestamp recording in the agent's state persistence; ensure wake timestamps are written at wake-start not at some earlier trigger time"}],"assessment":"Agent is alive and watcher correctly re-armed on #1789 (0.085722 sAAPL β†’ 24.96 USDC, 24h fallback); orphaned #1711 resolved by expiry not cancel. sAAPL inventory ($24.96, 28% of $89.97 portfolio) is 53h+ past horizon β€” 3 exit attempts (#1711, #1754, #1789) all expired or pending unfilled, LP-Maker declined at w51. BTC binary edge computation silently blocked at w53 by missing Polymarket distribution data."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.33,"realizedPnl":0.32,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":284,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":283,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2641}},"verdict":{"summary":"Unchanged since prior summary: correctly armed and waiting for Monday 06-16T13:30Z US stock open to execute sMSFT trim (+1.63pp β†’ USDC β†’ BTC DCA -1.61pp). w47 (06-14T13:46Z, now 264 min ago) remains the last wake β€” 65 more minutes have elapsed since Step-1 with zero new activity, as expected. nextFallbackMin: 2660 arithmetically confirms fallback lands β‰ˆ 06-","badge":"WAITING FOR MONDAY","confidence":"high","bottomLine":"Alive and correctly idle. Poll loop (5-min cadence) will fire within 5 min of 13:30Z Monday open; fallback at 14:30Z (6.5 h before market close) is tight enough for a retry if trim fails at open. LP-Maker sNVDA/sAAPL asks do not match rebalancer's current gap vector (sMSFT sell β†’ BTC buy). Only real risk: if the watcher process (pidAlive: true) dies over the 48h weekend, the Monday wake silently drops β€” no external watchdog re-arms it.","rootCause":{"class":"structural","evidence":"US stock oracle offline until 06-16T13:30Z; agent correctly deferred at w47. No infra fault, no toolchain block, no counterparty issue."},"reasoningRead":"Sound, solving the right problem. w47 correctly identifies sMSFT as the only actionable gap, defers to market open, and sMSFT approval was proactively secured at w46. 49 repeat wakes are all legitimate holds, not churn β€” the deferral condition is real.","wakeTriggers":["Poll: Date.now() >= 2026-06-16T13:30:00Z checked every 5 min β€” fires within one 5-min interval of open","Fallback: 2026-06-16T14:30:00Z hardcoded at arm-time (nextFallbackMin: 2660 confirms alignment)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled rebalancer's BTC DCA (#1294 at +4% premium) and ETH (#1156); 11 open intents, deep inventory β€” most likely counterparty for Monday BT","available":"active, 11 open intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA) is wrong direction for rebalancer's current gaps; rebalancer needs to sell sMSFT, not buy sNVDA/sAAPL. No sMSFT bids visible on book to sell into pre-market.","wakeScript":{"wellReasonedForMission":true,"good":["Poll fires within 5 min of 13:30Z β€” no meaningful execution slippage","FALLBACK_MS computed from fixed 14:30Z UTC at arm-time β€” immune to accumulated clock drift","Zero-LLM watcher, fallback present, cadence matches patient DCA mission; 14:30Z fallback leaves 6.5 h of market hours for a retry"],"lacking":["Process-local only: if pidAlive flips false over the 48h weekend, both the poll loop and the fallback die with the process β€” no external watchdog re-arms","Fallback is 60 min after open; a tighter gap (e.g., 13:45Z) would give a faster second attempt if the 13:30Z trim fails without waiting until 14:30Z"],"suggestedChange":"Platform-level: persist the MARKET_OPEN_MS target to data/wake/ so a fresh process boot auto-re-arms from the last committed wake-script β€” eliminating the silent weekend-death miss risk."},"issues":[{"scope":"core","title":"No external watchdog: process death over 48h weekend silently drops Monday wake","detail":"The watcher PID is written to data/wake/current.pid and both the poll loop and fallback live in that process. If the process dies before 06-16T13:30Z, watcher.armed flips false and the Monday trim is missed with no alert. nextFallbackMin: 2660 is only valid while pidAlive: true.","fix":"Add a watchdog cron (fleet-level) that detects pidAlive=false and re-arms the watcher from the last wake-script, OR persist the target timestamp to data/ so a fresh boot can self-re-arm without human intervention."}],"assessment":"Alive and correctly idle. Poll loop (5-min cadence) will fire within 5 min of 13:30Z Monday open; fallback at 14:30Z (6.5 h before market close) is tight enough for a retry if trim fails at open. LP-Maker sNVDA/sAAPL asks do not match rebalancer's current gap vector (sMSFT sell β†’ BTC buy). Only real risk: if the watcher process (pidAlive: true) dies over the 48h weekend, the Monday wake silently drops β€” no external watchdog re-arms it."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":283,"wakes":43,"firstWakeMs":1780948343000,"lastWakeMs":1781459932000,"ageMin":30,"lastWhy":"No sell-side in book; bid 1599 within drift threshold; nothing to do.","repeatWakes":36,"avgGapMin":203,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781462691125,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":16}},"verdict":{"summary":"newMatches() blind-spot confirmed active again β€” LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL) was posted AFTER w41 (17:58) yet BEFORE watcher reseeded; with 35m remaining on the fallback when the ask had ≀12m left at Step-1 time (~7min ago), the ask has almost certainly already expired unfilled. This is not a delay β€” it's a permanent structural m","badge":"WATCHER BLIND-SPOT ACTIVE","confidence":"high","bottomLine":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll.","rootCause":{"class":"toolchain-blocked","evidence":"current.ts lines 55–58: seenIntents seeded on first loop; newMatches() fires only on net-new intentIds. w41 log: 'No sell-side in book' at 17:58 β€” LP-Maker ask arrived after w41 but before or at watcher seed. Step-1 reports ask with 12m TTL ~7min ago; fallback has 35m remaining β†’ miss is permanent."},"reasoningRead":"Wake LLM reasoning is sound and on-mission β€” w37 correctly identified and took intent 1640 at ≀oracleΓ—1.01, settling deal 153. The problem is entirely in the watcher: the LLM never gets a chance to reason about pre-seed resting asks because the watcher never fires.","wakeTriggers":["intent 1599 resolved (filled/expired) β€” ownIntentResolved()","oracle drift >0.5% from hardcoded ORACLE_BASE $205.10","NEW post-seed sNVDA sell ≀12 USDC via newMatches()","45-min fallback (35m remaining this cycle)","MISSING: full-scan every poll for ANY resting takeable sNVDA sell regardless of arrival time"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 logged deals; live sNVDA ask on book right now; dominant and reliable counterparty","available":"active β€” live ask, likely expiring immin"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; episodically posts sNVDA during portfolio rebalancing","available":"2 open intents flagged expired/uncertain"},{"agent":"rebalancer-lior","fit":"maybe","why":"could post sNVDA sells during rotation; not yet confirmed as counterparty","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker live ask (12 USDC β†’ 0.058622 sNVDA, ≀$204.73 implied price, within oracleΓ—1.01) β€” posted after w41, seeded into seenIntents at watcher arm, permanently invisible to trigger 3. With 35m fallback remaining vs ≀12m TTL at Step-1 time (~7min ago), ask has almost certainly expired unfilled. Structural miss, same pattern as w38.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved() correctly monitors bid 1599 β€” fills/expiry trigger immediate wake","oracle drift >0.5% trigger correctly catches price moves that shift takeable range","isTakeableSnvdaSell() logic is correct: checks posterGives=sNVDA, costUsdc ≀12, impliedPrice ≀oracleΓ—1.01","60s poll cadence appropriate β€” sub-minute but not spammy for a ~10 USDC taker"],"lacking":["trigger 3 uses newMatches() with seenIntents seeded on first poll β€” silently absorbs any ask resting at arm time","for short-TTL asks (≀12m), 45-min fallback fires after expiry β€” blind-spot produces permanent misses, not just delays","ORACLE_BASE hardcoded to $205.10 at script-write time β€” becomes stale if oracle has moved since w41 posted bid 1599; drift trigger threshold shifts silently"],"suggestedChange":"Replace trigger 3 entirely: remove seenIntents / newMatches(); instead run `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(...)` every poll iteration. Catches pre-seed and post-seed resting asks equally; no structural bl"},"issues":[{"scope":"agent","title":"newMatches() blind-spot: pre-seed resting asks permanently missed on short TTLs","detail":"current.ts trigger 3 seeds seenIntents on first loop iteration (line 55–58); any ask already on-book at that moment is silently skipped. For short-TTL asks (LP-Maker's current 12m ask), the 45-min fallback fires ~33m after expiry β€” miss is permanent. This cycle: LP-Maker ask (12 USDC β†’ 0.058622 sNVD","fix":"Remove newMatches()/seenIntents from trigger 3. Replace with: `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(`takeable sNVDA sell on book`);` β€” runs every 60s poll, zero blind-spot."},{"scope":"agent","title":"ORACLE_BASE hardcoded at script-write time β€” stale after price moves","detail":"ORACLE_BASE = 205.10 is embedded in the script at the time the LLM writes current.ts. If sNVDA oracle has moved since bid 1599 was posted, the drift trigger fires at wrong thresholds. Low severity vs the newMatches issue but causes ghost fires.","fix":"Fetch live oracle on first poll and use that as the baseline, or pass current oracle price as an arm-time env var that the watcher reads rather than hardcoding."}],"assessment":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":283,"wakes":36,"firstWakeMs":1780924988000,"lastWakeMs":1781455920000,"ageMin":97,"lastWhy":"Nothing crosses the 1.5% dislocation threshold. No edge to trade.","repeatWakes":25,"avgGapMin":253,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781463315033,"watching":"dislocation β‰₯1.5% from trailing avg on any active asset (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":26}},"verdict":{"summary":"Prior summary placed BTC gap-to-trigger at ~$708 at w37 (spot ~$63,909 vs baseline 64163.20; 1.5% requires ~$962 deviation, only ~$254 seen). Now 78 min post-w37: spot still ~$63,909 β€” gap unchanged at ~$708, no narrowing. Stocks closed all day Sunday (sAAPL/sNVDA/sMSFT gated), SSV still zero inventory (blocked since at least w30). LP-Maker's sNVDA ask is ir","badge":"PATIENT; GAP HOLDS","confidence":"high","bottomLine":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market.","rootCause":{"class":"structural","evidence":"BTC deviation -0.40% vs 1.5% threshold (need drop to ~$63,201 from ~$63,909). Stocks gated by isUsMarketHours() Sunday. SSV zero inventory documented w30–w33, still blocked. No dislocation on any asset across w34–w37 (4 consecutive no-trade wakes since session restart)."},"reasoningRead":"Sound and on-mission. w37 correctly computed no asset β‰₯1.5% dislocated. Trailing-baseline approach (regenerated each wake from fresh scan) is correct for mean-reversion: slow drift updates the baseline, so only sudden moves trigger β€” not gradual decay. The agent is not re-deriving the same wrong move; it's correctly standing down. Right problem, right logic.","wakeTriggers":["β‰₯1.5% deviation from trailing avg on any active asset (60s poll)","2h fallback if no threshold fires","MISSING: If SSV crosses 1.5% the watcher fires, but zero inventory causes immediate abort β€” wasted wake and tokens with no possible trade"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both recent settled deals cleared via LP-Maker; 11 open intents across swap pairs; dominant hub for delivered swaps","available":"Active β€” 119 lifetime deals, 11 open int"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps β€” could cross swing if rebalancing same assets in opposite direction on a dislocation day","available":"Status unclear this cycle"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no asset crossed 1.5% dislocation threshold across w34–w37; stocks closed Sunday; SSV inventory-blocked regardless of price. LP-Maker's live sNVDA ask is a stock, gated today.","wakeScript":{"wellReasonedForMission":true,"good":["Baselines regenerated each wake from fresh price scan β€” trailing average stays current without LLM involvement","isUsMarketHours() gate correctly prevents Sunday triggers on sAAPL/sNVDA/sMSFT","2h fallback ensures re-check even in flat markets; cadence appropriate for a patient mean-reversion agent","Zero-LLM watcher with clean threshold math; can't spuriously fire on 'book non-empty'"],"lacking":["SSV included in 60s poll loop despite zero inventory since w30 β€” any SSV dislocation fires a wake that immediately aborts","ETH is the only unconstrained live trigger (baseline 1663.44, buy at ~$1,638) but its proximity to threshold is invisible in status logs"],"suggestedChange":"Guard SSV in the poll loop with an inventory pre-check (or remove it from BASELINES until restocked): `if (sym === 'SSV' && knownZeroInventory) continue;` β€” prevents wasted wakes that always abort with 'SSV blocked by zero inventory', confi"},"issues":[{"scope":"agent","title":"SSV zero-inventory wake waste β€” 6+ wakes affected","detail":"SSV has had zero inventory since at least w30 (documented in every wake log w30–w33, and blocked again at the structural level). The watcher still polls SSV every 60s. If SSV drops 1.5% the watcher fires a full wake that immediately aborts: 'SSV blocked by zero inventory'. Pattern confirmed across 6","fix":"Remove SSV from BASELINES in current.ts until inventory is replenished, or add a lightweight inventory check inside the loop before the price read. Agent CLAUDE.md should document the re-stocking trigger (e.g., receive SSV from another agent or direct deposit)."}],"assessment":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":170,"msgs":3346,"total":194244200,"totalUsd":106.31,"w5":43158981,"w5Usd":25.82,"w5PctPool":17.3,"w7":194244200,"w7Usd":106.31,"w7PctPool":8.1,"w5Son":30925943,"w7Son":136719570,"hourly":[1.36,2.4,6.97,8.99,6.09,1.69,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T18:06:47.645Z","tokens":861270,"usd":0.15,"msgs":19}},"onchain":{"deals":42,"openIntents":3,"balanceUsd":100.09,"realizedPnl":0.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":318,"wakes":146,"firstWakeMs":1780945920000,"lastWakeMs":1781461530000,"ageMin":4,"lastWhy":"Too early after wake 135: no rivals cleared, no new edges. One deliberate move per wake β€” correct move was to wait.","repeatWakes":110,"avgGapMin":59,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781463872918,"watching":"15 intents, none takeable; soonestExpiry=1781463902; next poll 80s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":61,"nextFallbackMin":35}},"verdict":{"summary":"LP-Maker compressed spreads further to 0.22-0.35% this cycle (from 1.31% last run), widening the gap vs Vulture's 1% floor and making all 7 maker positions structurally uncompetitive. Wakes w117-w120 correctly cleared stale/undercut quotes (4 buys requoted, SSV 1685 cancelled after rival 1704 appeared at 0.35%), and w121-w124 found 0 takeable/0 mirrorable ed","badge":"MAKER UNDERCUT, TAKER DRY","confidence":"high","bottomLine":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover.","rootCause":{"class":"counterparty-starved","evidence":"0 takeable/0 mirrorable w121-w124; rivals at 0.22-0.35% (w123) vs Vulture 1% floor; 5 sells + 5 buys open across sAAPL/sMSFT/ETH/BTC/SSV with no takers; recent settled: 4 deals ↔ LP-Maker, 1 ↔ Momentum-Nikita"},"reasoningRead":"Sound and on-mission: correctly running scan-edges + check-my-quotes each wake, canceling undercut positions (w120: rival 1704 at 0.35% vs Vulture 1685 at 1.91% β†’ cancelled/reposted), handled concurrent-wake collision (w124 cancelled duplicate 1724). The loop is well-executed but solving the right problem against the wrong constraint β€” LP-Maker's floor renders Vulture's 1% floor non-competitive re","wakeTriggers":["new takeable edge β‰₯1% (scan-edges every 30s)","~5 min pre-expiry of soonest open intent","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: binary near-decided / approaching-resolution trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4/5 recent deals ↔ LP-Maker; but direction unclear β€” if LP-Maker is taker on Vulture's maker intents, Vulture may be mispriced in LP-Maker's","available":"ok β€” dominant hub, 14/16 recent fleet de"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap deal; rotates across same asset universe Vulture covers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in same assets; could take Vulture's maker bids on rebalance slices","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down taker; ETH/BTC sell bids Vulture posts align if BTC conviction fires","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” scan-edges returned 0 takeable w121-w124; no binary near-decided events surfaced in any wake; LP-Maker's 0.22-0.35% is too tight to mirror profitably at 1% floor","wakeScript":{"wellReasonedForMission":true,"good":["30s token-free polling via scan-edges + check-my-quotes β€” correct zero-LLM loop for a reactive taker/maker hybrid","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on confirmed bad intents","Pre-expiry trigger preserves book presence around intent TTL windows","check-my-quotes cancelCmds correctly fired in w120 catching SSV undercut before agent woke"],"lacking":["No binary near-decided / approaching-resolution scan β€” Vulture's mission explicitly covers near-decided binaries but the watcher has no specific trigger for the","1% edge floor hardcoded; with LP-Maker at 0.22-0.35%, Vulture's maker intents will structurally never attract organic takers on shared instruments"],"suggestedChange":"Add a binary near-decided check to the 30s poll (e.g., scan-edges reporting binaries within N% of strike expiry) with a fireWake trigger β€” this is Vulture's differentiated edge vs LP-Maker, which doesn't compete in binary resolution events."},"issues":[{"scope":"agent","title":"Maker floor 1% vs LP-Maker 0.22-0.35% β€” structurally uncompetitive on all 7 shared assets","detail":"LP-Maker compressed from 1.31% (last cycle) to 0.22-0.35% this cycle. Vulture's 1% floor is 3-4x LP-Maker's tightest spread on identical instruments. No taker will prefer Vulture's 1% over LP-Maker's 0.35%. Result: 0 maker fills in w121-w124 despite 10-11 live intents.","fix":"Lower maker floor to <0.5% to compete, OR restrict maker intents to instruments LP-Maker doesn't quote (binary bets, options, index baskets) where 1% may be competitive."},{"scope":"agent","title":"4/5 recent deals ↔ LP-Maker β€” direction unverified, adverse selection risk","detail":"If LP-Maker is taking Vulture's maker quotes (not vice versa), LP-Maker sees edge in them β€” Vulture's oracle pricing may lag LP-Maker's real-time feed. Requires inspecting deal maker/taker sides in settled_deals_detail.","fix":"Check deal direction for the 4 LP-Maker trades; if LP-Maker is consistently taker-side on Vulture intents, Vulture's oracle reference is stale relative to LP-Maker's and needs a tighter price source."},{"scope":"agent","title":"Binary near-decided path has no watcher trigger","detail":"Vulture's mission includes 'near-decided binaries' but w121-w124 show only swap scanning; no binary expiry events fired wakes. Vulture relies on 2h fallback or accidental quote-erosion path to catch approaching binary resolutions β€” potentially missing its highest-edge category.","fix":"Extend scan-edges output to flag binaries approaching resolution (e.g., <5% from strike with <2h TTL), and add a fireWake trigger in the watcher when one appears."}],"assessment":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover."},"overBudget":{"pct":17.3,"capPct":10}}],"unattributed":{"sessions":8740,"tokens":175483230,"usd":92.58,"w5":12569062,"w5Usd":8.11,"hourly":[1.85,2.77,1.51,0.41,1.56,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5911,"tokens":48827927,"usd":110.96,"w5":4036212,"w5Usd":13.58,"hourly":[1.81,2.54,2.43,2.08,4.73,2.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1460656495,"grandUsd":882.98,"grandSessions":15628,"attributedTokens":1236345338,"unattributedTokens":175483230,"boardTokens":48827927,"reassembledTokens":1460656495,"tokensBalance":true,"attributionPct":87.6,"multiMatchSessions":140,"sessionsScanned":10725,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":72493,"dedupedMsgs":36134,"rawTokens":3317967388,"dedupedTokens":1460656495,"dupRatio":2.272}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T18:23:07.589Z","swarm":{"headline":"HUB ACTIVE; OPTION SLEEVE DARK","funnel":{"posted":1803,"settled":161,"conversionPct":8.9,"byTemplate":{"swap":145,"custom":11,"option":5}},"liquidityMap":[{"market":"sNVDA swap","flow":"LP-Maker (ask) ⇄ Stacker-Massimo / Option-Writer / Arb-Hunter (bids)","status":"Active but Stacker blind-spot permanently misses LP-Maker resting asks seeded af"},{"market":"sAAPL swap","flow":"LP-Maker (two-sided) ⇄ Vulture / Polymarket (asks, undercut)","status":"LP-Maker dominant at 0.22–0.35%; Vulture 1% floor structurally uncompetitive; Po"},{"market":"BTC swap + binary","flow":"LP-Maker (swap, two-sided) ⇄ Bear-Yosher / Arb-Hunter / Mimic-Ljuba","status":"Swap active; binary thawing β€” deal #159 live (bear-yosher #1786 at $64,500 vs mi"},{"market":"SSV swap","flow":"LP-Maker (two-sided) ⇄ Arb-Hunter (taker)","status":"Thin; last deal #156 (+109bps); oracle near-mid post-deal, arb-hunter correctly "},{"market":"sMSFT swap","flow":"LP-Maker (two-sided) ⇄ Rebalancer-Lior","status":"Deferred β€” stock oracle offline until Mon 06-16T13:30Z; rebalancer armed (fallba"},{"market":"Option sleeve","flow":"Option-Writer (supply) ⇄ Option-Taker (demand) via 0x57F8","status":"FROZEN β€” writer off-mission (0 option intents w3–w6); taker AUDITED_TEMPLATE_HAS"}],"causalLinks":[{"cause":"Option-Writer stopped posting options after w3 (off-mission β€” 1 option intent in 6 wakes; swap engine took over)","effect":"Option-Taker has zero supply; 0 new option deals since w33 despite being alive and awake","evidence":"option-writer: only 0x6e2/0x6e3 at w1 (expired unfilled); option-taker w33 logged 'Zero audited Option intents found; only Swaps and unknown custom deals'"},{"cause":"Option-Taker AUDITED_TEMPLATE_HASH mismatch β€” can't decode option-writer's intent format","effect":"Even if option-writer resumes, taker won't see new intents; two independent faults compound to zero option throughput","evidence":"option-taker w33 logged 'Zero audited Option intents found' while 0x6e2/0x6e3 were live on book with >0m TTL; both expired unseen; all 5 lifetime deals are with 0x57F8 (pre-existing counterparty)"},{"cause":"LP-Maker compressed spreads to 0.22–0.35% across all pairs (sAAPL/sMSFT/ETH/BTC/SSV)","effect":"Vulture's 1% floor structurally uncompetitive across entire book; all 7 Vulture maker positions undercut; 0 takeable/0 m","evidence":"LP-Maker 0.22–0.35% confirmed w123; Vulture 1% floor; 4 open Vulture intents on book unfilled; 42 lifetime deals but recent deal rate stalled"},{"cause":"Stacker-Massimo newMatches() seeds seenIntents once at watcher startup β€” not per-wake","effect":"LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL) posted after w41 seed point expired unfilled β€” structural perma","evidence":"w41 log 'No sell-side in book' at 17:58; ask confirmed live at Step-1 time with 12m TTL; fallback 35m remaining β†’ ask expired before next wake"},{"cause":"Polymarket-Ljuba's sole reliable taker (Mimic-Ljuba) occupied in live binary deal #159 with bear-yosher","effect":"sAAPL exit intent #1789 (0.085722 sAAPL β†’ 24.96 USDC, 38m left) will expire unfilled; LP-Maker declined ('Exit post fail","evidence":"All 3 polymarket lifetime settled deals vs Mimic-Ljuba; Mimic now in deal #159 (BTC binary, expiry 06-15T17:59Z); #1789 open on book"},{"cause":"BTC $63,909 persistently 1.66%+ below bear-yosher's original $65k strike","effect":"Arb-hunter binary fills structurally blocked (cexTakerInMoney=false, margin -1.93% at w231); bear-yosher correctly adapt","evidence":"arb-hunter w231 margin -1.93% (worse than -1.49% at w226); bear-yosher anchors #1626/#1674/#1713/#1757 all expired unfilled at $65k; #1786 at $64,500 filled immediately (deal #159)"}],"insights":[{"severity":"critical","title":"IndexBasket market offline β€” 35 null cycles, never provisioned","detail":"index-maker and index-taker both address=null, armed=false, pidAlive=false, 0 lifetime wakes, $0 tokens; entire IndexBasket segment has never run","evidence":"Both agents: address=null, watcher.armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0 β€” 35th consecutive null cycle","scope":"core","fix":"Provision both sides simultaneously β€” assign wallets, deploy wake scripts, seed initial config; two-sided bootstrapping required; deploying one without the other leaves the market unfillable"},{"severity":"warn","title":"Option sleeve dark β€” writer off-mission AND taker template-blocked","detail":"Two independent faults compound to zero option throughput: (1) option-writer posted 0 option intents in wakes w3–w6, drifting to swap-only mode; (2) option-taker AUDITED_TEMPLATE_HASH mismatch blocks all option-writer intent decoding. Fixing only one fault leaves the sleeve frozen.","evidence":"option-writer: 0x6e2/0x6e3 only option intents (w1, expired); option-taker w33: 'Zero audited Option intents found; only Swaps and unknown custom deals' while 0x6e2/0x6e3 were live; 0 option deals in current session","scope":"core","fix":"Fix option-taker AUDITED_TEMPLATE_HASH decoder first (immediate unblock); then restore option-writer's TTL-expiry β†’ re-post cycle for option intents (w3+ gap)"},{"severity":"warn","title":"Stacker-Massimo permanent blind-spot misses all LP-Maker resting asks","detail":"newMatches() seeds seenIntents once at watcher startup; any LP-Maker ask posted after seed time is permanently invisible until watcher restart. LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL posted after w41) confirmed expired unfilled this cycle.","evidence":"w41 log 'No sell-side in book' at 17:58; ask live at Step-1 with 12m TTL; fallback 35m remaining β†’ miss permanent. LP-Maker posts and refreshes asks regularly; every new cluster post is a miss.","scope":"fleet","fix":"Re-seed seenIntents from live book on each wake iteration (not once at startup); or remove the newMatches filter entirely and scan the full book each wake"},{"severity":"warn","title":"Vulture structurally undercut by LP-Maker spread compression","detail":"LP-Maker at 0.22–0.35% across all pairs; Vulture's 1% floor uncompetitive on every instrument; 0 takeable/0 mirrorable in 4 consecutive wakes (w121–w124). Vulture's taker leg also dry. Recent deals exclusively via LP-Maker taking Vulture's (infrequent) underpriced inventory.","evidence":"LP-Maker 0.22–0.35% confirmed w123; Vulture 1% floor hardcoded; 4 open Vulture intents on book unfilled; 0 mirrorable edges found w121–w124","scope":"fleet","fix":"Lower Vulture's competitive floor, or add LP-Maker as an explicit take target when Vulture's inventory is off-target and LP-Maker is offering within Vulture's acceptable rate"},{"severity":"warn","title":"Polymarket exit stalled β€” sole taker Mimic-Ljuba occupied in live deal","detail":"3 unfilled sAAPL exit attempts (#1711 expired, #1754 expired, #1789 open 38m); all 3 prior lifetime deals vs Mimic-Ljuba exclusively; Mimic now in live deal #159 (BTC binary, expiry 06-15T17:59Z); LP-Maker declined; #1789 fallback 1421m. sAAPL price drift accumulates during delay.","evidence":"polymarket 3 settled deals all vs Mimic-Ljuba; Mimic in deal #159 with bear-yosher; LP-Maker logged 'Exit post failed; LP acti...' at w51; #1789 on book (0.085722 sAAPL β†’ 24.96 USDC)","scope":"fleet","fix":"Add LP-Maker as explicit secondary exit taker in polymarket-ljuba CLAUDE.md; single-counterparty dependency on Mimic-Ljuba is a structural failure mode when Mimic is occupied"},{"severity":"ok","title":"Binary thawing β€” bear-yosher strike adaptation succeeded","detail":"4 anchors at $65k expired unfilled (BTC 1.61–4.28% below strike). Bear-yosher tightened to $64,500 β†’ #1786 filled immediately (deal #159, mimic-ljuba, +8pp edge, expiry 06-15T17:59Z). Arb-hunter correctly idle (cexTakerInMoney=false, margin -1.93%).","evidence":"deal #159 live bear-yosher #1786 vs mimic-ljuba; prior anchors #1626/#1674/#1713/#1757 all expired; arb-hunter w231 BTC $63,909 vs $65k strike, -1.93% margin","scope":"fleet","fix":"No action needed β€” adaptive strike mechanism functioning correctly; monitor deal #159 expiry at 06-15T17:59Z"}],"fleetMoves":[{"scope":"core","action":"Provision index-maker and index-taker simultaneously β€” 35 null cycles; assign wallets and deploy wake scripts for both; IndexBasket market requires two-sided bootstrapping to function at all"},{"scope":"core","action":"Fix option-taker AUDITED_TEMPLATE_HASH decoder to recognize current option-writer intent format β€” this single fix unblocks the taker immediately and is prerequisite to restoring option-writer posting"},{"scope":"fleet","action":"Fix stacker-massimo newMatches() to re-seed seenIntents from live book on each wake, not once at startup β€” current logic permanently misses every LP-Maker ask posted after watcher initialization"},{"scope":"fleet","action":"Restore option-writer's option posting cadence β€” add TTL-expiry β†’ re-post cycle; agent has been swap-only since w3, leaving option-taker starved of supply"},{"scope":"fleet","action":"Add LP-Maker as secondary exit taker in polymarket-ljuba CLAUDE.md to eliminate single-counterparty (Mimic-Ljuba) dependency; evaluate lowering Vulture's 1% floor to compete with LP-Maker's 0.22–0.35% spreads"}],"at":"2026-06-14T18:29:23.371Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SWAP HUB ACTIVE; BINARY FROZEN","healthDelta":"Same structural read as last run β€” LP-Maker remains the dominant clearing hub (119 lifetime deals, 11 open, 16 of the last 16 swap deals route through it); binary market still frozen with BTC ~$63,909 sitting 1.66% below bear-yosher's $65k strike and arb-hunter finding no binary fills; new this cycl","focusAreas":["Binary market frozen for multiple consecutive cycles: BTC ~$63,909 vs $65k strike; 0 binary deals in last 16 settled; bear-yosher re-posted #1757, arb-hunter 0 binary fills","Option-Writer's 2 open intents (0x6e2/0x6e3) show 0m remaining β€” expired unfilled or just settled? Option sleeve still silent across 4+ wakes","Stacker-Massimo structural blind-spot: LP-Maker has live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m left) on the book right now; newMatches() misses pre-seed resting asks","Polymarket-ljuba orphaned intent #1711 (0.085722 sAAPL β†’ 24.96 USDC) unmonitored β€” watcher only tracks #1754; double-post from w49/w50 unresolved","Vulture-Andrew structurally uncompetitive: LP-Maker spreads 0.22–0.35% vs Vulture's 1% floor; 4 open intents on book but maker positions undercut; 42 lifetime deals but recent deal rate unclear","Index market: 34th+ null cycle for both index-maker and index-taker β€” fully offline, zero provisioning signal"],"perAgentFocus":{"arb-hunter-tom":"BTC dropped from $64,129 to ~$63,909 since last summary β€” did any live binary's margin/expiry bars clear this cycle? Did arb-hunter take any of the live Vulture/LP-Maker swap positions (SSV, ETH, BTC visible on book), or is it still swap-fa","bear-yosher":"Is intent #1757 (ABOVE $65k, TTL ~17:53 UTC) still open with BTC at $63,909 (~$1,091 below strike)? Has BTC moved toward or away from $65k since re-post, and is there any signal of a ABOVE-side taker appearing?","index-maker":"Any provisioning signal this cycle β€” wallet assigned, config file, env var, or watcher armed? If still null (would be 34th consecutive), confirm and close.","index-taker":"Any provisioning signal this cycle β€” wallet assigned, config file, env var, or watcher armed? If still null (would be 35th consecutive), confirm and close.","lp-maker-matheus":"Post-Cluster-X renewal: did oracle drift trigger another renewal this cycle, or did the cluster hold? With LP-Maker's sNVDA ask (12 USDC, 12m left) and sAAPL/sMSFT asks live, did Stacker-Massimo or any other agent fill them, or are they exp","mimic-ljuba":"Is the binary board still empty (no new BinaryBets to mirror or accept since #154 loss settled)? Did the [object Object] rendering bug surface again in recent wakes, and is the 59-min fallback the only thing keeping it alive?","momentum-nikita":"Has the SSV-vs-sNVDA gap moved since w36's 0.521pp reading β€” closer to or further from the 2pp rotation threshold? Has the 20:00 UTC market-close trigger fired yet (it was ~2h30min out at last summary)?","option-taker-matheus":"The 3 recent custom deals (0x57F8↔Option-Taker) β€” are these new since last summary (w33 at 17:31) or pre-existing? Are option-writer's 0x6e2/0x6e3 (now at 0m TTL) within option-taker's take criteria, or did the TTL expire before it could ac","option-writer-matheus":"Both open intents show 0m remaining β€” did 0x6e2/0x6e3 expire unfilled or settle? Did w6+ generate any repriced replacements? Is the option sleeve (0 intents since w2 cancellation) showing any signs of activating?","polymarket-ljuba":"Woke 7min ago (most recent wake) β€” did it detect or cancel the orphaned #1711 sAAPL exit (0.085722 sAAPL β†’ 24.96 USDC, unmonitored since w49)? Did it post any new intents, or is it still in the 23.7h wait on #1754?","rebalancer-lior":"sMSFT trim is the critical path for Monday 06-16T13:30Z β€” is the watcher fallback at 06-16T14:30Z tight enough, or could the trim miss the window? Are there any LP-Maker sNVDA/sAAPL/sMSFT asks in the current open book that rebalancer could ","stacker-massimo":"LP-Maker has a live sNVDA ask right now (12 USDC β†’ 0.058622 sNVDA, 12m left) β€” did stacker's wake 4min ago see and take it, or did the newMatches() blind-spot cause another miss? Is the 42-min fallback the only path to catching pre-seed res","swing-nikita":"BTC spot is ~$63,909 β€” has the gap to swing's breach threshold narrowed further from the ~$708 reading at w37? Did any of the current LP-Maker or Vulture open positions (SSV, ETH, sMSFT, sAAPL) cross swing's dislocation threshold?","vulture-andrew":"With LP-Maker spreads at 0.22–0.35% vs Vulture's 1% floor, are all 4 open intents (BTC, SSV, sMSFT, sAAPL on book) structurally uncompetitive? Did Vulture find any takeable edge in Stacker's sNVDA bid or Option-Writer's expiring intents, or"},"ctas":[{"scope":"agent","text":"stacker-massimo: Fix newMatches() blind-spot β€” seed seenIntents BEFORE scanning the current book so resting LP-Maker asks (sNVDA ask live right now, 12m left) are not silently skipped until the 45-min"},{"scope":"agent","text":"polymarket-ljuba: Cancel or reconcile orphaned intent #1711 (0.085722 sAAPL β†’ 24.96 USDC) β€” watcher blind to it; risk of double-fill if a taker hits both #1711 and #1754"},{"scope":"agent","text":"option-writer-matheus: Confirm whether 0x6e2/0x6e3 expired or settled, then diagnose why the option sleeve has posted 0 intents since w2 β€” if the option engine is silently blocked, this is a toolchain"},{"scope":"fleet","text":"Binary market frozen multiple cycles: BTC at $63,909 vs $65k strike β€” consider whether a binary at a lower strike (e.g. $63k or $64k) would attract an ABOVE-side taker; current strike selection is str"},{"scope":"core","text":"Index market offline 34+ cycles with no provisioning signal β€” either provision index-maker/index-taker wallets or formally decommission to stop polluting fleet health metrics"}],"at":"2026-06-14T18:10:37.517Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T19:25:03.002Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":98,"used7d":null,"used7dUsd":900.62,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":60.9,"estPct7d":61.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":172.9,"estPct7d":148.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":142.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":121},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":113831541,"w7":1089325606,"tot":1089325606},"haiku":{"w5":38318636,"w7":397099899,"tot":397099899}},"fleet":{"agentsUp":12,"lifetimeTokens":1486445316,"lifetimeUsd":900.62,"sessions":15680,"deals":163,"openIntents":22,"totalIntents":1829},"oracle":{"USDC":1,"ETH":1664.36,"BTC":63751.81,"SSV":2.29,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T19:15:23.104Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":0,"w7Son":16737100,"hourly":[0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":101.1,"realizedPnl":1.09,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":342,"wakes":233,"firstWakeMs":1780927992000,"lastWakeMs":1781464740000,"ageMin":6,"lastWhy":"#1809 cleared all criteria: +13bps, pay USDC (approved), within size/buffer limits, CEX ETH div=9bps trusted. Attempted,","repeatWakes":208,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781466726236,"watching":"new intent >1828 (binary bet, USDC-payable swap, or SSV edge) β€” 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":27}},"verdict":{"summary":"Prior ended with deal #156 (+109bps SSV/USDC, +$0.043) and HIGH_WATER at 1754. This cycle (w229–w232): HIGH_WATER advanced 1754β†’1789β†’1805 (51 new intents across 4 wakes), 0 fills. w232 (imminently awaited in Step-1) has now run and confirms the drought continues. BTC margin worsened from -1.49% (w226) to -1.93% (w231) β€” BTC is drifting FURTHER below the $65k","badge":"PATIENT; MARKET ADVERSE","confidence":"high","bottomLine":"w232 ran (HIGH_WATER 1754β†’1805, 51 intents, 0 fills) and found nothing. BTC CEX ~$63,750 vs $65k strike = -1.93% margin and widening; binary not viable until a $1,250+ BTC rally. Swap edge remains below 10bps floor on all spendable assets. Agent reasoning is sound and infra is healthy β€” this is a market drought, not an agent failure.","rootCause":{"class":"structural","evidence":"Binary: cexTakerInMoney=false for 4 consecutive wakes, margin -1.93% at w231 (vs -1.49% at w226) β€” BTC drifting away from $65k strike. Swap: all 51 scanned intents either require unspendable assets (WETH/mBTC needsApproval), are priced taker-negative, or fall below the 10bps edge floor. LP-Maker (pr"},"reasoningRead":"Sound and on-mission. Agent correctly screens each surface independently: binary requires cexTakerInMoney=true with margin β‰₯0.5%; swap requires β‰₯10bps edge on a spendable asset. Logging is precise (quotes margin, names blocked assets). No churn β€” each wake genuinely checks new intents above HIGH_WATER and defers when none clear the bar. The drift direction (BTC falling) is the right framing; agent","wakeTriggers":["New intent with id > HIGH_WATER (1805) matching binary bet template hash 0x85aeb4...","New SSV swap intent with β‰₯10bps edge vs Binance CEX price","30-min fallback regardless"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (9 of last 10 deals); posts resting SSV/USDC quotes near oracle mid β€” the only surface where arb-hunter has hit a ","available":"ok, active"},{"agent":"vulture-andrew","fit":"maybe","why":"1 historical swap deal; also a taker-first agent posting baited intents β€” could occasionally post snipeable resting bids","available":"ok, nextFallbackMin=14, 2 open intents ("},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets BELOW strike; if BTC rallies past $65k, bear-yosher's losing bet becomes the exact near-decided binary arb-hunter wants","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” all 51 intents (w229–w232) were either priced taker-negative, required unspendable assets, or fell below the edge floor. No evidence of a skipped edge above 10bps on a fundable asset. WETH/mBTC approval block means those surfaces are unmeasurable: agent can't take even if an edge existed there.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER correctly updated each wake (hardcoded 1805 post-w232) β€” only new intents are evaluated, no redundant rescans","Fires immediately on new binary bet hashes or SSV edge β‰₯10bps; doesn't wait for the 30-min fallback when the market moves","30-min fallback ensures periodic re-check even in quiet markets β€” appropriate cadence for a latency-arb agent","Zero-LLM watcher with CEX fetch cached 30s β€” efficient, fast, right architecture"],"lacking":["Only one binary template hash hardcoded (0x85aeb4...); if BTC binary is re-deployed with a new hash, the watcher silently misses it","No BTC CEX margin check in the watcher β€” fires a full wake on any new binary bet even when BTC is deeply out-of-money (-1.93%), burning ~$0.59 wake cost for a p"],"suggestedChange":"Add a lightweight BTC CEX margin pre-check in the watcher before calling fireWake on a new binary bet: if `btcCex < strike * (1 - MIN_CEX_MARGIN_PCT/100)` by a wide margin (e.g. >2%), skip the wake and log 'binary pre-filtered: margin X%'. "},"issues":[{"scope":"agent","title":"Single hardcoded binary template hash β€” new deployments silently missed","detail":"BINARY_BET_HASHES has exactly one entry (0x85aeb4...). If the BTC binary contract is redeployed (common after parameter changes), the watcher never fires on the new hash.","fix":"Read binary bet template hashes dynamically from the belt/SDK at watcher startup, or maintain a broader set. At minimum, log a warning if 0 binary intents have been seen in N fallback cycles."},{"scope":"agent","title":"WETH/mBTC approval block reduces takeable swap surface persistently","detail":"w228, w230, w231 all cite '#1737 WETH blocked' or 'needsApproval' β€” this is not transient. If WETH/mBTC ever have a β‰₯10bps edge, the agent can't take it.","fix":"Run token approvals for WETH and mBTC in agent CLAUDE.md setup, or add a one-time approval step to the wake script triggered when a blocked asset would otherwise clear the edge bar."}],"assessment":"w232 ran (HIGH_WATER 1754β†’1805, 51 intents, 0 fills) and found nothing. BTC CEX ~$63,750 vs $65k strike = -1.93% margin and widening; binary not viable until a $1,250+ BTC rally. Swap edge remains below 10bps floor on all spendable assets. Agent reasoning is sound and infra is healthy β€” this is a market drought, not an agent failure."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":31,"msgs":638,"total":35383007,"totalUsd":20.11,"w5":633732,"w5Usd":0.53,"w5PctPool":0.3,"w7":35383007,"w7Usd":20.11,"w7PctPool":1.5,"w5Son":633732,"w7Son":27988538,"hourly":[0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:20:31.843Z","tokens":633732,"usd":0.53,"msgs":13}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":342,"wakes":80,"firstWakeMs":1780944154000,"lastWakeMs":1781464860000,"ageMin":4,"lastWhy":"Watcher was still running from wake 52 relaunch β€” no relaunch needed. All conditions held unchanged.","repeatWakes":58,"avgGapMin":150,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781482819321,"watching":"intent 1820 resolved | deal-159 near expiry | BTC>$64,708 | ETH>$1,689 | new BinaryBet | 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":295}},"verdict":{"summary":"Prior run: #1786 filled instantly as deal #159 (BTC<$64,500, exp June 15 ~17:59 UTC), agent immediately re-posted #1788 at $65,000 as the required 'exactly one resting anchor.' Since last summary: watcher is live (armed, pidAlive), and intent #1788's TTL was ~19:04 UTC June 14 β€” roughly 62 min after last wake β€” so #1788 has almost certainly just expired, whi","badge":"BET LIVE, REPOST IMMINENT","confidence":"high","bottomLine":"Deal #159 (BTC<$64,500, expiry June 15 17:59 UTC) is running with BTC ~1.2% below strike β€” position is winning. Agent correctly re-posted #1788 at $65,000 within 1 min of the fill (w48b/w49). That intent has now reached its ~19:04 UTC TTL; the watcher's ownIntentResolved() trigger should be firing a wake right now to re-post the anchor. Tech basket (sNVDA 0.06, ~$0.06 notional) has not grown β€” USDC is deployed into the bet ($4 locked), not swaps.","rootCause":{"class":"maker-only","evidence":"18 settled deals, all custom/binary; no takeable binary in book at recent wakes (w45–w48 each note 'no binaries to take'); counterparty for #1786 was Mimic-Ljuba (deal 159) β€” now crashed, reducing future taker pool"},"reasoningRead":"Sound and on-mission. Agent correctly applied the HALT signal at w43 (BTC/ETH rose β‰₯2% over 3 of 4 legs), cancelled 1610, then resumed at w44 when posture cleared. Strike discipline is good: tightened $65kβ†’$64,500 incrementally as BTC drifted down, filled immediately, then re-anchored at $65k for the secondary. One potential drift: the tech basket leg of the mission (sNVDA/sAAPL/sMSFT swaps) has p","wakeTriggers":["ownIntentResolved(1788) β€” fires when 1788 fills or expires (~19:04 UTC June 14, imminent)","deal 159 betExpiry ≀5 min β€” fires June 15 ~17:54 UTC","BTC > $64,702 (+1.5% adverse from baseline $63,746)","ETH > $1,686 (+1.5% adverse from baseline $1,661.62)","new BinaryBet on book (newMatches scan, seen-set initialized after first loop)","4h fallback (~22:08 UTC June 14)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"was the taker on deal #159; copies directional bets, natural taker for bear binaries","available":"CRASHED β€” armed=false, pidAlive=false, 1"},{"agent":"arb-hunter-tom","fit":"yes","why":"takes near-decided binaries; BTC at 1.2% below $64,500 strike with 24h left is approaching arb territory","available":"alive, nextFallbackMin=9, imminent wake"},{"agent":"vulture-andrew","fit":"yes","why":"picks off near-decided binaries; 2 open intents, imminent wake","available":"alive, nextFallbackMin=14, imminent wake"},{"agent":"polymarket-ljuba","fit":"maybe","why":"values binaries against Polymarket distribution; would take if sufficiently in-the-money","available":"alive, 3 deals lifetime"},{"agent":"lp-maker-matheus","fit":"maybe","why":"potential swap counterparty for tech basket leg; deep inventory","available":"alive, 120 deals"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” wakes w45–w48 each explicitly checked the book and found no takeable binary (only 1609 at 0.14% margin, correctly rejected). Swap opportunities unmeasurable: watcher has no trigger for resting oracle-fair swap asks, so LP-Maker sNVDA/sAAPL asks posted between wakes would go unseen.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved() fires immediately when 1788 resolves β€” no drift between expiry and re-post","Deal-159 betExpiry pre-fire (5 min before) ensures the agent can settle on time","BTC/ETH adverse-move checks (+1.5%) directly implement the HALT signal from mission","4h fallback ensures re-scan even if no event fires","Zero-LLM: all checks are price reads / intent reads, no model in the loop"],"lacking":["No swap-ask trigger: mission calls for building tech basket via oracle-fair swaps, but the watcher never fires on resting LP-Maker/Vulture asks β€” the swap leg i","seen-set initialized on first loop pass, meaning one batch of intents is always skipped before BinaryBet detection begins"],"suggestedChange":"Add a check for resting sNVDA/sAAPL/sMSFT swap asks at oracle ≀1% premium (reuse LP-Maker's ask pattern); fire wake if any appear β€” this activates the basket-building leg the watcher currently ignores entirely."},"issues":[{"scope":"agent","title":"Tech basket leg structurally inactive","detail":"Mission explicitly requires building sNVDA/sAAPL/sMSFT via oracle-fair swaps funded by USDC and recycled bet profit. 76 wakes in, basket is 0.06 sNVDA β€” watcher has no swap-ask trigger so every LP-Maker or Vulture ask posted between wakes goes unseen. USDC wallet is 57.83, well-funded.","fix":"Add swap-ask scan to wake script: check readOpenIntents for sNVDA/sAAPL/sMSFT asks within 1% of oracle; fireWake if found. Also update CLAUDE.md to confirm the swap leg should co-run with the binary leg, not only when binaries are absent."},{"scope":"agent","title":"Mimic-Ljuba crash reduces binary taker pool","detail":"Mimic was the counterparty for deal #159. With Mimic crashed (armed=false, pidAlive=false, 135 min), the reliable taker pool for new bear binaries drops from 3 to 2 (Arb-Hunter-Tom, Vulture-Andrew). Intent 1788 at $65k is 0.83% above current BTC β€” marginal for arb-hunters.","fix":"No agent-side fix needed; this is a fleet issue. Mimic restart (core/ops) restores the primary taker. Meanwhile, consider posting 1788-replacement slightly closer to BTC spot to attract Arb-Hunter-Tom on its imminent wake."}],"assessment":"Deal #159 (BTC<$64,500, expiry June 15 17:59 UTC) is running with BTC ~1.2% below strike β€” position is winning. Agent correctly re-posted #1788 at $65,000 within 1 min of the fill (w48b/w49). That intent has now reached its ~19:04 UTC TTL; the watcher's ownIntentResolved() trigger should be firing a wake right now to re-post the anchor. Tech basket (sNVDA 0.06, ~$0.06 notional) has not grown β€” USDC is deployed into the bet ($4 locked), not swaps."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"35th consecutive null cycle β€” no change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No new provisioning signal this cycle: no wallet assignment, no config file, no env var, no watcher. IndexBasket market segment remains fully offline; index-taker is in identical s","badge":"UNDEPLOYED 35TH CYCLE","confidence":"high","bottomLine":"Still fully undeployed β€” 35 consecutive null cycles with 0 wakes, $0 lifetime tokens, null wake_script_source, and no watcher process. No provisioning signal of any kind detected this cycle. IndexBasket is a dead market segment until a wallet is assigned and config is deployed.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent has never executed a single wake. Not a crash; never provisioned."},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate. The agent has never run.","wakeTriggers":["MISSING: no watcher deployed β€” wake_script_source=null means no trigger of any kind exists"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural counterparty β€” index-taker takes the SHORT side of LONG IndexBasket intents that index-maker would author; both sides of the market ","available":"Also undeployed β€” same null state, 35 co"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken, no book visibility, no watcher to detect intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists at all","No fallback, no cadence, no trigger β€” the agent has no runtime presence whatsoever"],"suggestedChange":"Deploy a watcher script and assign a wallet β€” no optimization is possible until the agent is provisioned"},"issues":[{"scope":"core","title":"IndexBasket segment fully undeployed for 35+ cycles","detail":"index-maker and index-taker both show null wake_script_source, armed=false, pidAlive=false, 0 lifetime tokens across 35 consecutive cycles. This is a provisioning gap, not a runtime failure β€” no wallet has been assigned and no watcher has been deployed for either side of the IndexBasket market.","fix":"Assign a wallet address and deploy the watcher script (current.ts) for both index-maker and index-taker. Until then, the IndexBasket market segment produces zero intents and zero settlements."}],"assessment":"Still fully undeployed β€” 35 consecutive null cycles with 0 wakes, $0 lifetime tokens, null wake_script_source, and no watcher process. No provisioning signal of any kind detected this cycle. IndexBasket is a dead market segment until a wallet is assigned and config is deployed."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"36th consecutive null cycle β€” state identical to last run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole natural counterparty, only source of LONG IndexBasket intents) remains health=unknown and equally undeployed. Both sides of the IndexBasket market are offline with no provisionin","badge":"FULLY OFFLINE","confidence":"high","bottomLine":"Index-taker has never executed a single wake in its lifetime (0 wakes, $0 tokens). No new provisioning signal this cycle β€” state is identical to the prior 35 runs. It cannot trade until index-maker is deployed first to produce LONG IndexBasket intents.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens β€” agent has never been deployed"},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script loaded (wake_script_source=null)","MISSING: no watcher armed","MISSING: no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Only source of LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"health=unknown, equally undeployed β€” 0 l"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, and index-maker (sole counterparty) is also offline producing zero intents","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (source=null)","No watcher process running","No fallback timer set"],"suggestedChange":"Deploy the agent with a wake script; index-maker must be deployed first to produce intents for index-taker to take"},"issues":[{"scope":"core","title":"IndexBasket segment never deployed β€” both maker and taker sides offline for 36+ cycles","detail":"index-taker and index-maker share identical dead state: armed=false, pidAlive=false, 0 wakes, $0 tokens, health=unknown. This is a platform/provisioning gap, not an agent-level fault β€” the entire IndexBasket market segment has never been brought online.","fix":"Deploy index-maker first (it must publish LONG IndexBasket intents and the verified contract source to the indexer); then deploy index-taker. Neither can function independently β€” sequencing matters."}],"assessment":"Index-taker has never executed a single wake in its lifetime (0 wakes, $0 tokens). No new provisioning signal this cycle β€” state is identical to the prior 35 runs. It cannot trade until index-maker is deployed first to produce LONG IndexBasket intents."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":659,"msgs":14308,"total":883106829,"totalUsd":513.36,"w5":94764117,"w5Usd":55.88,"w5PctPool":37.9,"w7":883106829,"w7Usd":513.36,"w7PctPool":36.8,"w5Son":73086973,"w7Son":707687776,"hourly":[12.64,12.54,16.98,4.03,9.69,11.91,3.16,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:24:24.628Z","tokens":979804,"usd":0.81,"msgs":17}},"onchain":{"deals":121,"openIntents":12,"balanceUsd":747.36,"realizedPnl":-1.85,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":352,"wakes":162,"firstWakeMs":1781018900000,"lastWakeMs":1781464791000,"ageMin":5,"lastWhy":"#1819 cleared Ο„=3bps at +147bps β€” easy fill, rebuilds sAAPL inventory. #1809 inverted (oracle moved past ask price) β€” fr","repeatWakes":143,"avgGapMin":46,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781470056000,"watching":"Cluster AA prefire 19:55 | ETH prefire 20:10 | ETH[1662.71,1667.67] | BTC[63715.89,63960] | SSV[2.285,2.302] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":83}},"verdict":{"summary":"Cluster Y prefire DID fire β€” w151 at 18:13 UTC issued 22 TXs (cluster-renewal signature), but was triggered by BTC ($63,809β†’$63,722, -0.14%) and SSV ($2.29β†’$2.28, -0.44%) price inversions rather than the pure 18:04 timer; 9-min delay means Cluster Y quotes may have briefly lapsed at ~18:11 UTC. Cluster Z then went live (w152 confirms 'Cluster Z quotes live 4","badge":"LIQUID HUB RUNNING","confidence":"high","bottomLine":"LP-Maker is the undisputed network hub (120 lifetime deals, 38 in recent window across 7 named counterparties + external 0xBd6a…9863). Running correctly through Cluster Xβ†’Yβ†’Z rotation; Cluster Y renewed w151 (18:13 UTC, 9 min late). Cluster Z prefire at 19:03 UTC is effectively now. One persistent structural gap: sNVDA ask dark since inventory hit $0.09 β€” 1/12 book slots offline with no watcher-level alert or recovery trigger.","rootCause":{"class":"structural","evidence":"sNVDA inventory $0.09 β†’ no sNVDA ask posted since at least w143 (~3 cluster cycles). Token burn $49.56/5h (34.2% pool) structurally exceeds spread-derived realized PnL of -$2.03. Both are inventory/economics constraints, not infra or counterparty failures."},"reasoningRead":"Sound and on-mission. Wakes respond correctly to oracle drift (inversion guards firing at w147/w150/w151/w153), cluster prefire timers (w148 Cluster X, w151 Cluster Y, w153β†’Cluster Z), and fillable-intent detection. The w151 trigger being inversion-led rather than timer-led is acceptable given the BTC/SSV move β€” though the 9-min late arrival is worth tracking. No churn. No solving-the-wrong-proble","wakeTriggers":["Cluster Z prefire timer at 19:03 UTC (ts 1781463816, 7min before BTC bid #1794 expiry ~19:10 UTC)","ETH price crossing guard [1657–1664]","BTC price crossing guard [63628–63820]","SSV price crossing guard [2.272–2.288]","New fillable swap intent from non-self poster (newMatches on USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","90-min fallback ~20:06 UTC"],"counterparties":[{"agent":"0xBd6a…9863","fit":"yes","why":"10 of 38 recent fills β€” top counterparty by count; external wallet with consistent swap demand","available":"unknown (external, no health signal)"},{"agent":"arb-hunter-tom","fit":"yes","why":"9 of 38 recent fills; primary taker of LP's crypto/SSV quotes on oracle lag; imminent wake (nextFallbackMin=9)","available":"ok, imminent"},{"agent":"momentum-nikita","fit":"yes","why":"6 of 38 recent fills; rotational swap demand aligns with broad FILLABLE set","available":"ok, 2 fills this cycle"},{"agent":"stacker-massimo","fit":"maybe","why":"3 recent fills on stock asks; LP's sNVDA ask is dark so sNVDA demand goes elsewhere","available":"ok, but sNVDA slot offline"},{"agent":"vulture-andrew","fit":"yes","why":"3 recent fills; picks off LP quotes near expiry; nextFallbackMin=14","available":"ok, imminent"},{"agent":"option-writer-matheus","fit":"yes","why":"3 recent fills via swap-route deals","available":"ok, active"}],"reliableCounterparties":7,"missedOpportunities":"None identified β€” LP is maker-first; it posts quotes and waits for takers. The sNVDA ask gap means any sNVDA demand from Stacker-Massimo or Momentum-Nikita cannot be filled from LP's book, but LP cannot act without inventory.","wakeScript":{"wellReasonedForMission":true,"good":["Prefire timer fires 7min before cluster expiry β€” directly prevents quote gaps in the rolling cluster renewal cycle","Price inversion guards (ETH/BTC/SSV) catch free-option risk in real-time; correctly omits stock oracles as frozen off-hours Sunday","newMatches() on fillable swap intents covers the taker-opportunity trigger for the maker's fill side","Zero-LLM watcher with named label carrying context across PID restarts; 90-min fallback present"],"lacking":["No inventory-low guard: sNVDA at $0.09 β†’ ask slot dark for 3+ cluster cycles with zero watcher alert or recovery path","newMatches() initializes `seen` on first poll tick and returns early β€” intents posted during the first 60s window are missed (same blind spot confirmed in Stack","Cluster Y prefire was 9 min late (18:13 vs 18:04 target) because inversion guard pre-empted the timer β€” both triggers should coexist cleanly, but the 9-min gap "],"suggestedChange":"Add a low-inventory guard: if sNVDA balance < $1, fire immediately so the agent can evaluate restocking (take a resting sNVDA ask from the book) or log the gap β€” currently the book silently runs 11/12 indefinitely with no alert."},"issues":[{"scope":"agent","title":"sNVDA inventory depleted β€” ask slot dark, no recovery path in watcher","detail":"sNVDA balance $0.09 since at least w143 (~3 cluster cycles). No sNVDA ask posted in Cluster X, Y, or Z. Stacker-Massimo and Momentum-Nikita sNVDA demand goes unfilled from LP's book. Watcher has no inventory-low guard to trigger re-acquisition or flag.","fix":"Add inventory-low check in wake script (fire if sNVDA < $1 USDC equivalent). Update CLAUDE.md to define rebalance protocol when inventory hits floor β€” e.g., scan book for resting sNVDA ask within 1% of oracle and take it to restock."},{"scope":"agent","title":"Token burn ($49.56/5h, 34.2% pool) outpaces realized PnL (-$2.03)","detail":"LP is net negative on realized PnL while consuming the single largest share of the token pool across the fleet. At $0.64/wake and 159 wakes, LLM costs structurally exceed spread income. Not an immediate crisis but a concern if pool budget tightens.","fix":"Audit LLM call depth per wake: if the dominant wake pattern is boilerplate quote-refresh (oracle flat, no inversions), consider reducing LLM depth for those cases. No urgent action needed at current pool size."},{"scope":"core","title":"newMatches() first-tick blind spot β€” confirmed in LP-Maker and Stacker-Massimo","detail":"`seen` set initialized on first poll tick with early return β†’ intents posted during the first 60s window are never evaluated. Both LP-Maker and Stacker-Massimo share this pattern.","fix":"SDK: initialize `seen` at watcher boot from a snapshot call before the loop starts, so no intents are silently skipped on the first tick."}],"assessment":"LP-Maker is the undisputed network hub (120 lifetime deals, 38 in recent window across 7 named counterparties + external 0xBd6a…9863). Running correctly through Cluster Xβ†’Yβ†’Z rotation; Cluster Y renewed w151 (18:13 UTC, 9 min late). Cluster Z prefire at 19:03 UTC is effectively now. One persistent structural gap: sNVDA ask dark since inventory hit $0.09 β€” 1/12 book slots offline with no watcher-level alert or recovery trigger."},"overBudget":{"pct":37.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":341,"wakes":120,"firstWakeMs":1780927020000,"lastWakeMs":1781455662000,"ageMin":157,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":89,"avgGapMin":86,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781467475967,"watching":"deal #159 expiry (~24h) OR new BinaryBet appears OR 60-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":40}},"verdict":{"summary":"Deal #154 loss (-$7.38, portfolio to $88.24) confirmed last run. Board was structurally empty for wakes w97–w100 (~1.5h post-settlement). The [object Object] rendering bug resurfaced in w100 (same status-serialization failure as prior run). w101 then accepted deal #159 (intent #1786, BTC, +8pp edge) β€” first binary in ~40 wakes, breaking the dry spell. Wake s","badge":"LIVE DEAL #159","confidence":"high","bottomLine":"Board was empty post-#154 loss through w97–w100; bear-yosher posting #1786 triggered w101 which accepted deal #159 (BTC, +8pp edge). [object Object] serialization bug reappeared in w100 but did not block the w101 accept. Watcher is fully armed with three triggers: new BinaryBet, deal #159 expiry -5 min, and 60-min fallback.","rootCause":{"class":"counterparty-starved","evidence":"Binary board empty for wakes w97–w100 (~1.5h); no new BinaryBets posted until bear-yosher's #1786. [object Object] in w100 is a rendering/serialization issue, not an accept gate block β€” w101 executed cleanly immediately after."},"reasoningRead":"Sound and on-mission. 3pp edge floor correctly enforced across w94–w100 (skipped #1713 at +0–5pp, skipped #1609 at marginal edge on Sunday calm in w94). w101 correctly accepted +8pp opportunity. One-deliberate-move rule applied consistently. The w100 [object Object] status suggests a serialization error in the output object but did not corrupt decision logic.","wakeTriggers":["New BinaryBet appears on board (newMatches polling every 30s)","Deal #159 expiry -5 min (hardcoded DEAL_EXPIRY_TS 2026-06-15 ~16:27 UTC)","60-min fallback"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet writer; posted #1786 that mimic accepted as deal #159 β€” the sole reliable supply side","available":"ok, 18 deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Occasionally posts binary intents; mimic has 1 settled deal against them","available":"ok, 3 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Also a binary taker β€” competes with mimic for the same intents rather than supplying them","available":"ok, 20 deals"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1713 (w98: +0–5pp edge) correctly skipped below 3pp floor. Board empty w97–w100; no other binary intents were available. None missed.","wakeScript":{"wellReasonedForMission":true,"good":["New BinaryBet detection via newMatches is the correct primary trigger for a copy-trader β€” fires the moment supply appears","Deal expiry -5 min trigger lets mimic assess outcome and act at settlement boundary","60-min fallback prevents indefinite stale state; seenBinaryIds baseline avoids double-fire on startup","Zero-LLM, clean loop structure"],"lacking":["DEAL_EXPIRY_TS and the '#159' comment are hardcoded β€” every newly accepted deal requires a manual script rewrite; stale between deals","[object Object] serialization bug unaddressed since prior run β€” corrupts wake logs even when logic is correct"],"suggestedChange":"Replace hardcoded DEAL_EXPIRY_TS with a dynamic lookup of mimic's live open deals at watcher startup (read open intents/deals for mimic's address, find earliest expiry) β€” eliminates the per-deal script edit and the window where the expiry t"},"issues":[{"scope":"agent","title":"[object Object] status rendering bug (recurrent)","detail":"w100 logs '[object Object]' in the wake status position β€” a JavaScript object reference is being stringified as-is instead of its string value. Appeared in prior run, recurred here. Does not block execution (w101 accepted cleanly immediately after) but corrupts wake-log readability and makes post-mo","fix":"In mimic's CLAUDE.md output handler or wake logger, ensure the status field is JSON.stringify()ed or .toString()ed before being interpolated into the log line; the raw object reference is reaching the template literal."},{"scope":"agent","title":"Hardcoded deal expiry in wake script requires per-deal manual edit","detail":"DEAL_EXPIRY_TS = 1781546340 and FIRE_BEFORE_EXPIRY_SECS refer specifically to deal #159. After deal #159 settles, the expiry trigger becomes stale until the script is manually updated for the next accepted deal β€” creating a window where mimic runs without an expiry wake.","fix":"At watcher startup, dynamically fetch mimic's live open deals and derive the earliest expiry timestamp; use that as the trigger deadline. No per-deal script edit needed."}],"assessment":"Board was empty post-#154 loss through w97–w100; bear-yosher posting #1786 triggered w101 which accepted deal #159 (BTC, +8pp edge). [object Object] serialization bug reappeared in w100 but did not block the w101 accept. Watcher is fully armed with three triggers: new BinaryBet, deal #159 expiry -5 min, and 60-min fallback.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.14,"realizedPnl":2.14,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":341,"wakes":38,"firstWakeMs":1780940859000,"lastWakeMs":1781460748000,"ageMin":73,"lastWhy":"7th consecutive hold since wake 31 β€” field compressed 0.076–0.814pp all day Jun 14. Crypto dipping modestly from intrada","repeatWakes":35,"avgGapMin":234,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489863498,"watching":"Leader gap β‰₯2pp from baseline | new SSV/sNVDA fair seller β‰₯$2 | US mkt close 20:00 UTC | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":413}},"verdict":{"summary":"w38 (06-14T18:12, 53 min ago) confirms 7th consecutive hold since w31 β€” field compressed 0.076–0.814pp all day, well below 2pp threshold. Gap trajectory: 0.69pp (w35) β†’ 0.521pp (w36) β†’ 0.076pp (w37) β†’ w38 notes crypto dipping modestly, still compressed. Portfolio stable ~$102.38, SSV ~50.4% (~22.39 units). Market-close trigger at 20:00 UTC (~55 min from now)","badge":"PATIENT HOLD; MKT-CLOSE 55MIN","confidence":"high","bottomLine":"7 consecutive holds (w31–w38): field compressed 0.076–0.814pp all day Jun-14, never clearing the 2pp momentum threshold. Portfolio at $102.38 with SSV at 50.4%. Hold is correct. The 20:00 UTC market-close trigger (dropping sAAPL/sNVDA/sMSFT from ranking) is the next event β€” crypto-only re-rank could surface a cleaner leader.","rootCause":{"class":"structural","evidence":"Gap never cleared 2pp across any of 8 wakes today (w31: below threshold, w32: 0.08pp noise, w35: 0.69pp, w36: 0.521pp, w37: 0.076pp, w38: field 0.076–0.814pp). No fair-seller trigger (SSV or sNVDA ≀oracle*1.005, β‰₯$2 notional) has fired either. Market lacks momentum divergence above agent's minimum e"},"reasoningRead":"Sound and on-mission. Agent correctly identifies noise vs signal across all 7 holds β€” 'the rule exists exactly to avoid chasing marginal edges' (w37) is the right framing. The '[object Object]' in w32–w38 log prefixes is a cosmetic serialization artifact (an object passed where a string is expected), not a reasoning failure. No churn β€” each wake adds a price snapshot and increments the consecutive","wakeTriggers":["Leader-vs-2nd gap β‰₯2pp from dynamic baseline (full universe during market hours)","New fair SSV seller β‰₯$2 notional at ≀oracle*1.005","New fair sNVDA seller β‰₯$2 notional at ≀oracle*1.005","US market close 20:00 UTC Jun-14 (~55 min away) β†’ re-rank crypto-only (BTC/ETH/SSV)","8h fallback (nextFallbackMin=433)","MISSING: no exit/rotate-out trigger when currently held asset (SSV) drops to last place β€” watcher catches new leaders but not departing ones"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 8 settled deals; deep inventory, 120 lifetime deals, primary swap counterparty","available":"health=ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; takes delivered swaps when rebalancing toward target mix β€” occasional overlap","available":"health=ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; picks off mispriced swaps opportunistically β€” could fill momentum-driven intents if priced attractively","available":"health=ok, nextFallbackMin=14 (imminent "}],"reliableCounterparties":1,"missedOpportunities":"None β€” no intent cleared the 2pp gap threshold or fair-seller criteria (SSV/sNVDA ≀oracle*1.005, β‰₯$2 notional) since w31. Metric is measurable: watcher polls readOpenIntents limit:60 each cycle.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline capture on first poll β€” never hardcoded, so gap is always relative to this watcher's arm point","Market-close crypto-only switch (BTC/ETH/SSV post-20:00 UTC) correctly narrows universe when equities close","β‰₯$2 notional guard prevents micro-lot false alarms (fix from w34 #1636 incident)","Multi-trigger design (gap + fair-seller + market-close + 8h fallback) means it won't sleep through actionable events","8h fallback is appropriate cadence for a patient momentum strategy"],"lacking":["No rotate-out trigger: watcher fires when a NEW asset leads by β‰₯2pp but does NOT fire when currently held asset (SSV) drops to last place β€” the 'rotate as leade","Cosmetic: some wake log lines show '[object Object]' prefix (w32–w38) β€” an object is being concatenated where a string is expected in the log call; doesn't affe"],"suggestedChange":"Add a rotate-exit trigger: if the currently held non-USDC asset (SSV) falls to last place in the ranked field by β‰₯2pp behind the current leader, fire a wake β€” the mission explicitly says 'rotate as leadership shifts' but the watcher only ca"},"issues":[{"scope":"agent","title":"Missing rotate-out trigger in watcher","detail":"Watcher fires when a new leader emerges (gap β‰₯2pp) but has no symmetric trigger for when the currently held asset (SSV) loses leadership. An agent holding SSV that then lags BTC by 3pp would not be woken until the 8h fallback.","fix":"After computing rets[] ranking, check if the currently held non-USDC asset ranks last and trails the leader by β‰₯EDGE_PP β€” if so, fireWake('held asset SSV now last; rotation check needed')."},{"scope":"agent","title":"'[object Object]' in wake log lines w32–w38","detail":"Wake decision prefix shows '[object Object]' instead of a readable label β€” an object is being string-concatenated in the wake log call. Cosmetic but obscures log parsing.","fix":"Find the log/decision string construction in CLAUDE.md or the agent's main loop and wrap the object with JSON.stringify() or extract the relevant string field."}],"assessment":"7 consecutive holds (w31–w38): field compressed 0.076–0.814pp all day Jun-14, never clearing the 2pp momentum threshold. Portfolio at $102.38 with SSV at 50.4%. Hold is correct. The 20:00 UTC market-close trigger (dropping sAAPL/sNVDA/sMSFT from ranking) is the next event β€” crypto-only re-rank could surface a cleaner leader."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":341,"wakes":42,"firstWakeMs":1780995929000,"lastWakeMs":1781458292000,"ageMin":114,"lastWhy":"Wake 33 check: 2h fallback fired per wake 32 watcher. No audited Options to evaluate.","repeatWakes":19,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474763492,"watching":"new audited Option intent appears (template 0xb3d66f4...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":161}},"verdict":{"summary":"Still template-locked, process healthy. Armed (nextFallbackMin=181, pidAlive), 94 min since w33 at 17:31. No new deals since prior run β€” settled_deals_detail still shows the same 4 pre-existing 0x57F8…B0ff settlements (lifetime=5). W33 explicitly confirmed: 'Zero audited Option intents found; only Swaps and unknown custom deals' β€” Option-Writer's intent #179","badge":"TEMPLATE-LOCKED ALIVE","confidence":"high","bottomLine":"AUDITED_TEMPLATE_HASH=0xb3d66f4... no longer matches Option-Writer's deployed template; Option-Writer's intents appear as 'unknown custom deals' (w33 verbatim) and never trigger a wake. Intent #1791 (sNVDA, 2 min TTL as of Step 1) expired unfilled β€” taker never saw it. When a hash-matching intent DID appear (w32, #1641), the agent woke, evaluated, and passed β€” confirming the edge-bar is working. One hash update unblocks the natural counterparty.","rootCause":{"class":"toolchain-blocked","evidence":"W33: 'Zero audited Option intents found; only Swaps and unknown custom deals.' Option-Writer intent #1791 (sNVDA) was live and near-expiry at Step-1 snapshot β€” taker did not wake for it. All 4 tracked settled deals are pre-existing 0x57F8…B0ff settlements; no new deals since w28 (06-11T15:44). Templ"},"reasoningRead":"Sound logic applied to a near-empty universe: w30 correctly rejected #1600 (coin-flip, 5-sigma breakeven), w31 correctly rejected it again (40x fair premium), w32 evaluated #1641 and passed β€” disciplined edge-bar. But this reasoning is solving the wrong problem: the template mismatch means 95%+ of available options (all Option-Writer posts) never reach evaluation. Well-calibrated filter, wrong has","wakeTriggers":["New intent matching AUDITED_TEMPLATE_HASH=0xb3d66f4... detected in 60s poll","6h fallback","MISSING: Option-Writer's current template hash β€” taker won't fire for #1791 or any writer intent until hashes are aligned"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Natural counterpart β€” writer posts options taker should buy β€” but template hash mismatch makes all writer intents invisible to taker's filte","available":"Active (intent #1791 sNVDA posted, now e"},{"agent":"0x57F8…B0ff","fit":"yes","why":"Prior counterparty for all 4 tracked settled deals (custom settled); hash-compatible but unknown entity with no recent intent activity","available":"Unknown β€” no new intents from this addre"}],"reliableCounterparties":0,"missedOpportunities":"Option-Writer intent #1791 (sNVDA, expired ~now per Step-1 2-min warning) β€” taker never woke for it due to hash mismatch. Any Option-Writer intents posted since w28 (06-11T15:44) are similarly missed. Unmeasurable whether 0x57F8 posted new matching intents β€” no recent book evidence.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence is correct for an option-taker that must react quickly to cheap/near-ITM posts","Template hash filter is architecturally sound β€” prevents taking unaudited custom deals","6h fallback is appropriate for a patient one-take-per-wake agent","seenIntentIds dedup prevents re-triggering on stale intents"],"lacking":["AUDITED_TEMPLATE_HASH=0xb3d66f4... is stale β€” doesn't match Option-Writer's current deployed template, causing silent starvation","No log/alert emitted when zero matching intents are found across consecutive wakes (starvation is invisible until analysis)"],"suggestedChange":"Update AUDITED_TEMPLATE_HASH to Option-Writer's current deployed template hash β€” single-line change that unblocks the natural counterparty and is the only material fix needed."},"issues":[{"scope":"agent","title":"Stale AUDITED_TEMPLATE_HASH β€” Option-Writer's intents invisible","detail":"Wake script hardcodes 0xb3d66f4... but Option-Writer's current template produces a different hash. W33 confirms: 'only Swaps and unknown custom deals' on book, zero audited Options found. Intent #1791 (sNVDA, 2 min TTL at Step-1) expired unfilled β€” taker never woke for it. No new deals since w28 (3+","fix":"Read Option-Writer's current deployed template hash from its CLAUDE.md or from a recently posted intent, update AUDITED_TEMPLATE_HASH in current.ts, re-arm watcher. Confirm hash by checking that readOpenIntents returns option-writer intents under the new hash before re-deploying."}],"assessment":"AUDITED_TEMPLATE_HASH=0xb3d66f4... no longer matches Option-Writer's deployed template; Option-Writer's intents appear as 'unknown custom deals' (w33 verbatim) and never trigger a wake. Intent #1791 (sNVDA, 2 min TTL as of Step 1) expired unfilled β€” taker never saw it. When a hash-matching intent DID appear (w32, #1641), the agent woke, evaluated, and passed β€” confirming the edge-bar is working. One hash update unblocks the natural counterparty."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":96.55,"realizedPnl":-11.45,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":340,"wakes":7,"firstWakeMs":1781445671878,"lastWakeMs":1781455755000,"ageMin":156,"lastWhy":"Continue worst-2 stock rebalance: sAAPL/sNVDA now largest underweights. Deal 161 gives sAAPL, intent 1821 targets sNVDA ","repeatWakes":0,"avgGapMin":28,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781471479971,"watching":"intent 1821 resolves, or deal 161 settles, or 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":106}},"verdict":{"summary":"0x6e2/0x6e3 (oracleβˆ’0.5%, posted w5 16:42 with 1h TTL) expired unfilled; their resolution fired the watcher which triggered w6 (16:47). At w6 the agent adapted β€” rather than re-posting a passive sAAPL bid, it accepted a resting sAAPL ask (intent 1776 β†’ deal 160: 0.05 sAAPL + 14.56 USDC, settled ↔ 0xBd6a) and posted a fresh sNVDA buy as intent 1791 (10 USDC, ","badge":"SWAP ADAPTIVE; OPTIONS ABSENT","confidence":"medium","bottomLine":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals.","rootCause":{"class":"off-mission","evidence":"Option sleeve: 1 intent in 6 wakes (w1 canceled w2); zero option intents w3–w6. Swap engine active: 20 settled deals, deal 160 (w6) via active taking. The option gap is not counterparty-starved β€” option-taker-matheus has 5 deals but is supply-starved because option-writer stopped supplying."},"reasoningRead":"Sound for the swap engine β€” w6 showed genuine book-awareness by accepting intent 1776 (active take) rather than re-posting another expiring passive bid; that is an improvement over w3–w5's repeated passive posting cycle. But the option sleeve receives zero reasoning across w3–w6: no pricing check, no explicit deferral decision, no hedge logic. This looks like systematic LLM deprioritization of the","wakeTriggers":["intent 1791 resolves (ownIntentResolved fills or expires)","2h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (3 of 5 recent deals, 119 lifetime). Currently holds live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, implied 204.7 USDC/sNVDA","available":"active, 11 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural demand-side for options option-writer's silent sleeve would produce; 5 lifetime deals but currently starved of new option supply fro","available":"active but supply-starved"},{"agent":"stacker-massimo","fit":"maybe","why":"1 settled deal; also accumulates sNVDA/sAAPL but stacker-massimo's newMatches() blind-spot may prevent it from seeing 1791 as a takeable int","available":"active, structurally blind to resting bi"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's live sNVDA ask at 204.7 implied is crossed against 1791's 205.0 bid β€” LP-Maker should take 1791 on its next wake, so this may self-resolve. Structural miss: option-taker-matheus has no new option supply to work with because option-writer's sleeve has been silent for 5 wakes; every wake option-writer skips is a lost deal with its natural counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Watches intent 1791 via ownIntentResolved β€” fires on the exact event (fill or expiry), not a blind timer","2h fallback prevents stall if resolution event is missed","60s poll cadence is appropriate for swap settlement"],"lacking":["No option-sleeve prompt or label: when 1791 resolves, the next wake LLM has no standing nudge to evaluate option pricing β€” it has consistently deprioritized the"],"suggestedChange":"Change the watcher label to: `intent 1791 resolves β€” ALSO evaluate option-writing sleeve (silent since w2, 5 wakes)` so the firing context forces the LLM to address both engines, not just the pending swap."},"issues":[{"scope":"agent","title":"Option sleeve silent for 5 consecutive wakes (30% of mission dormant)","detail":"1 ETH call posted w1 (6 USDC, 4% premium, strike 1682), canceled w2. W3–W6 reason exclusively about swaps. W6 had 55+ USDC buffer and no mention of option pricing. LLM systematically deprioritizes options when a swap intent is live.","fix":"Add explicit two-engine protocol to CLAUDE.md: 'Each wake: (1) check swap rebalance need, (2) independently check option sleeve β€” fetch BTC/ETH spot, price a call/put, post if spread is positive. Option check is not optional even if a swap intent is pending.' Wake-script label change above reinforce"},{"scope":"agent","title":"Passive stock bids repeatedly expire unfilled (w3/w4/w5); active taking is better","detail":"0x68e/0x68f (w3), 0x6b4/0x6b5 (w4), 0x6e2/0x6e3 (w5) all expired without fill. W6 active take of intent 1776 (deal 160) worked where passive posting failed three times. No agent provides consistent stock sell-side, so passive bids are mostly wasted TTL.","fix":"Encode active-take preference in CLAUDE.md: 'Before posting a new passive buy intent, scan resting asks within 0.5% of oracle and take the best one directly; only post a passive bid if no resting ask exists.' This mirrors what w6 did successfully."}],"assessment":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":41,"msgs":798,"total":39989723,"totalUsd":15.1,"w5":4708227,"w5Usd":0.88,"w5PctPool":1.9,"w7":39989723,"w7Usd":15.1,"w7PctPool":1.7,"w5Son":0,"w7Son":15368683,"hourly":[0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T17:49:45.219Z","tokens":1161316,"usd":0.23,"msgs":24}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":340,"wakes":55,"firstWakeMs":1780941832000,"lastWakeMs":1781464484000,"ageMin":10,"lastWhy":"Position held post-horizon at natural trigger until exit filled, clearing inventory and returning capital. Fresh cash + ","repeatWakes":35,"avgGapMin":168,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551004352,"watching":"sMSFT<$420 intent #0x0723 resolves, new intent appears (β‰₯8pp bet, β‰₯3% swap), or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1432}},"verdict":{"summary":"Since last run's double-post flag (#1711/#1754), both expired naturally by 17:31–17:33 UTC (1h TTLs). Neither was explicitly cancelled β€” the agent relied on TTL. w51 (17:20) confirmed exit post 'failed; LP acti...' with sAAPL still held. w54 posted a fresh exit #1789 (18:05 timestamp β€” NOTE: appears before w52/w53 in the data, likely a display ordering anoma","badge":"EXITING STALE sAAPL","confidence":"medium","bottomLine":"Agent is alive and watcher correctly re-armed on #1789 (0.085722 sAAPL β†’ 24.96 USDC, 24h fallback); orphaned #1711 resolved by expiry not cancel. sAAPL inventory ($24.96, 28% of $89.97 portfolio) is 53h+ past horizon β€” 3 exit attempts (#1711, #1754, #1789) all expired or pending unfilled, LP-Maker declined at w51. BTC binary edge computation silently blocked at w53 by missing Polymarket distribution data.","rootCause":{"class":"counterparty-starved","evidence":"3 lifetime settled deals all vs Mimic-Ljuba (custom live); exit intents #1711, #1754 both expired unfilled; LP-Maker declined at w51 ('Exit post failed; LP acti...'); #1789 open, unfilled; oracle mid $291/sAAPL equivalent finding no taker across 3 attempts"},"reasoningRead":"Sound on sAAPL exit: correctly triggering horizon stop and re-posting at oracle mid each cycle. BTC binary reasoning is legitimately blocked by a data gap (not a logic error). However, the double-post root cause (back-to-back wakes both clearing the 'no live exit intent' guard) is unaddressed β€” if #1789 expires and the watcher fires + an immediate repeat wake occurs, #1789's successor could again ","wakeTriggers":["#1789 fill or expiry (ownIntentResolved, 60s poll)","24h fallback","MISSING: explicit cancel/idempotency check for prior exit intents before re-posting (no-cancel-before-repost is the root of the w49/w50 duplicate)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Natural taker for sAAPLβ†’USDC at oracle mid; 119 lifetime deals, inventory depth; but declined at w51 β€” pricing or inventory management misma","available":"ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Sole settled counterparty (3 custom-live deals); no confirmed sAAPL demand; unlikely to take a swap exit","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"sAAPL accumulator by mission; could take the sell side if priced within ~1% of oracle, but Stacker's watcher misses resting asks","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"BTC binary opportunity potentially missed at w53 β€” Polymarket distribution data unavailable blocked edge calculation entirely; unmeasurable without the poll completing","wakeScript":{"wellReasonedForMission":true,"good":["Monitors the correct current intent (#1789) via ownIntentResolved β€” no more #1754 blind spot","60s poll cadence appropriate for 1h exit intents","24h fallback (nextFallbackMin 1437) prevents permanent orphaning","Zero-LLM, deterministic β€” fires on resolution event, not book state"],"lacking":["No idempotency check before arming: if #1789 expires and a new wake re-posts immediately, the w49/w50 double-post pattern can recur","No opportunity scan during the wait β€” agent could detect Polymarket-priced binary mispricings while holding the exit"],"suggestedChange":"Before armWatcher fires, check for any live exit intent with matching parameters and skip re-post if one exists β€” eliminates the double-post race without changing cadence"},"issues":[{"scope":"agent","title":"Double-post exit logic β€” duplicate exit intents on consecutive wakes","detail":"w49 posted #1711 and w50 posted #1754 (same 0.085722 sAAPL β†’ 24.96 USDC) 1 min apart; both expired unfilled; now replaced by #1789 via the same unguarded mechanism β€” root cause unpatched","fix":"Add idempotency check in CLAUDE.md exit logic: query live intents before posting; if an exit intent with matching give-asset and give-amount already exists on-chain, monitor it rather than re-posting"},{"scope":"agent","title":"sAAPL stranded 53h+ past horizon β€” 3 exit attempts at oracle mid, all expired/pending","detail":"28% of portfolio locked in sAAPL ($24.96); oracle mid pricing ($291/sAAPL equivalent) not clearing vs LP-Maker across #1711, #1754, #1789; no price concession mechanism","fix":"After 2+ failed exit attempts at oracle mid, CLAUDE.md should allow a small concession (e.g. βˆ’0.5% β†’ 24.83 USDC) to incentivize LP-Maker fill; log as 'slippage exit' vs 'oracle exit'"},{"scope":"core","title":"Polymarket distribution data unavailability silently blocks binary edge at w53","detail":"w53: 'BTC binary edge requires distribution data (need poll-polyma...)' β€” entire binary opportunity scan skipped when poll unavailable; agent has no fallback or logged skip","fix":"SDK: make poll-polymarket non-blocking with a short-TTL cache; on miss, agent logs 'binary: skipped, no market data' and continues rather than silently dropping the analysis"},{"scope":"agent","title":"w54 timestamp anomaly (18:05) precedes w52 (19:32) and w53 (20:00) in data","detail":"Wake numbers imply w54 is most recent, but its timestamp is 18:05 β€” 1h27m before w53 at 20:00; watcher source confirms #1789 is current, so w54 is likely last; display ordering or timestamp recording bug","fix":"Audit wake-log timestamp recording in the agent's state persistence; ensure wake timestamps are written at wake-start not at some earlier trigger time"}],"assessment":"Agent is alive and watcher correctly re-armed on #1789 (0.085722 sAAPL β†’ 24.96 USDC, 24h fallback); orphaned #1711 resolved by expiry not cancel. sAAPL inventory ($24.96, 28% of $89.97 portfolio) is 53h+ past horizon β€” 3 exit attempts (#1711, #1754, #1789) all expired or pending unfilled, LP-Maker declined at w51. BTC binary edge computation silently blocked at w53 by missing Polymarket distribution data."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.47,"realizedPnl":0.48,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":340,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":339,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2585}},"verdict":{"summary":"Unchanged since prior summary: correctly armed and waiting for Monday 06-16T13:30Z US stock open to execute sMSFT trim (+1.63pp β†’ USDC β†’ BTC DCA -1.61pp). w47 (06-14T13:46Z, now 264 min ago) remains the last wake β€” 65 more minutes have elapsed since Step-1 with zero new activity, as expected. nextFallbackMin: 2660 arithmetically confirms fallback lands β‰ˆ 06-","badge":"WAITING FOR MONDAY","confidence":"high","bottomLine":"Alive and correctly idle. Poll loop (5-min cadence) will fire within 5 min of 13:30Z Monday open; fallback at 14:30Z (6.5 h before market close) is tight enough for a retry if trim fails at open. LP-Maker sNVDA/sAAPL asks do not match rebalancer's current gap vector (sMSFT sell β†’ BTC buy). Only real risk: if the watcher process (pidAlive: true) dies over the 48h weekend, the Monday wake silently drops β€” no external watchdog re-arms it.","rootCause":{"class":"structural","evidence":"US stock oracle offline until 06-16T13:30Z; agent correctly deferred at w47. No infra fault, no toolchain block, no counterparty issue."},"reasoningRead":"Sound, solving the right problem. w47 correctly identifies sMSFT as the only actionable gap, defers to market open, and sMSFT approval was proactively secured at w46. 49 repeat wakes are all legitimate holds, not churn β€” the deferral condition is real.","wakeTriggers":["Poll: Date.now() >= 2026-06-16T13:30:00Z checked every 5 min β€” fires within one 5-min interval of open","Fallback: 2026-06-16T14:30:00Z hardcoded at arm-time (nextFallbackMin: 2660 confirms alignment)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Filled rebalancer's BTC DCA (#1294 at +4% premium) and ETH (#1156); 11 open intents, deep inventory β€” most likely counterparty for Monday BT","available":"active, 11 open intents"}],"reliableCounterparties":1,"missedOpportunities":"none β€” LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA) is wrong direction for rebalancer's current gaps; rebalancer needs to sell sMSFT, not buy sNVDA/sAAPL. No sMSFT bids visible on book to sell into pre-market.","wakeScript":{"wellReasonedForMission":true,"good":["Poll fires within 5 min of 13:30Z β€” no meaningful execution slippage","FALLBACK_MS computed from fixed 14:30Z UTC at arm-time β€” immune to accumulated clock drift","Zero-LLM watcher, fallback present, cadence matches patient DCA mission; 14:30Z fallback leaves 6.5 h of market hours for a retry"],"lacking":["Process-local only: if pidAlive flips false over the 48h weekend, both the poll loop and the fallback die with the process β€” no external watchdog re-arms","Fallback is 60 min after open; a tighter gap (e.g., 13:45Z) would give a faster second attempt if the 13:30Z trim fails without waiting until 14:30Z"],"suggestedChange":"Platform-level: persist the MARKET_OPEN_MS target to data/wake/ so a fresh process boot auto-re-arms from the last committed wake-script β€” eliminating the silent weekend-death miss risk."},"issues":[{"scope":"core","title":"No external watchdog: process death over 48h weekend silently drops Monday wake","detail":"The watcher PID is written to data/wake/current.pid and both the poll loop and fallback live in that process. If the process dies before 06-16T13:30Z, watcher.armed flips false and the Monday trim is missed with no alert. nextFallbackMin: 2660 is only valid while pidAlive: true.","fix":"Add a watchdog cron (fleet-level) that detects pidAlive=false and re-arms the watcher from the last wake-script, OR persist the target timestamp to data/ so a fresh boot can self-re-arm without human intervention."}],"assessment":"Alive and correctly idle. Poll loop (5-min cadence) will fire within 5 min of 13:30Z Monday open; fallback at 14:30Z (6.5 h before market close) is tight enough for a retry if trim fails at open. LP-Maker sNVDA/sAAPL asks do not match rebalancer's current gap vector (sMSFT sell β†’ BTC buy). Only real risk: if the watcher process (pidAlive: true) dies over the 48h weekend, the Monday wake silently drops β€” no external watchdog re-arms it."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":339,"wakes":44,"firstWakeMs":1780948343000,"lastWakeMs":1781462700000,"ageMin":40,"lastWhy":"No posterGives=sNVDA intent exists. Bid 1599 within drift threshold. Nothing to do.","repeatWakes":37,"avgGapMin":199,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781465863556,"watching":"intent 1599 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":13}},"verdict":{"summary":"newMatches() blind-spot confirmed active again β€” LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL) was posted AFTER w41 (17:58) yet BEFORE watcher reseeded; with 35m remaining on the fallback when the ask had ≀12m left at Step-1 time (~7min ago), the ask has almost certainly already expired unfilled. This is not a delay β€” it's a permanent structural m","badge":"WATCHER BLIND-SPOT ACTIVE","confidence":"high","bottomLine":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll.","rootCause":{"class":"toolchain-blocked","evidence":"current.ts lines 55–58: seenIntents seeded on first loop; newMatches() fires only on net-new intentIds. w41 log: 'No sell-side in book' at 17:58 β€” LP-Maker ask arrived after w41 but before or at watcher seed. Step-1 reports ask with 12m TTL ~7min ago; fallback has 35m remaining β†’ miss is permanent."},"reasoningRead":"Wake LLM reasoning is sound and on-mission β€” w37 correctly identified and took intent 1640 at ≀oracleΓ—1.01, settling deal 153. The problem is entirely in the watcher: the LLM never gets a chance to reason about pre-seed resting asks because the watcher never fires.","wakeTriggers":["intent 1599 resolved (filled/expired) β€” ownIntentResolved()","oracle drift >0.5% from hardcoded ORACLE_BASE $205.10","NEW post-seed sNVDA sell ≀12 USDC via newMatches()","45-min fallback (35m remaining this cycle)","MISSING: full-scan every poll for ANY resting takeable sNVDA sell regardless of arrival time"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 logged deals; live sNVDA ask on book right now; dominant and reliable counterparty","available":"active β€” live ask, likely expiring immin"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; episodically posts sNVDA during portfolio rebalancing","available":"2 open intents flagged expired/uncertain"},{"agent":"rebalancer-lior","fit":"maybe","why":"could post sNVDA sells during rotation; not yet confirmed as counterparty","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker live ask (12 USDC β†’ 0.058622 sNVDA, ≀$204.73 implied price, within oracleΓ—1.01) β€” posted after w41, seeded into seenIntents at watcher arm, permanently invisible to trigger 3. With 35m fallback remaining vs ≀12m TTL at Step-1 time (~7min ago), ask has almost certainly expired unfilled. Structural miss, same pattern as w38.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved() correctly monitors bid 1599 β€” fills/expiry trigger immediate wake","oracle drift >0.5% trigger correctly catches price moves that shift takeable range","isTakeableSnvdaSell() logic is correct: checks posterGives=sNVDA, costUsdc ≀12, impliedPrice ≀oracleΓ—1.01","60s poll cadence appropriate β€” sub-minute but not spammy for a ~10 USDC taker"],"lacking":["trigger 3 uses newMatches() with seenIntents seeded on first poll β€” silently absorbs any ask resting at arm time","for short-TTL asks (≀12m), 45-min fallback fires after expiry β€” blind-spot produces permanent misses, not just delays","ORACLE_BASE hardcoded to $205.10 at script-write time β€” becomes stale if oracle has moved since w41 posted bid 1599; drift trigger threshold shifts silently"],"suggestedChange":"Replace trigger 3 entirely: remove seenIntents / newMatches(); instead run `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(...)` every poll iteration. Catches pre-seed and post-seed resting asks equally; no structural bl"},"issues":[{"scope":"agent","title":"newMatches() blind-spot: pre-seed resting asks permanently missed on short TTLs","detail":"current.ts trigger 3 seeds seenIntents on first loop iteration (line 55–58); any ask already on-book at that moment is silently skipped. For short-TTL asks (LP-Maker's current 12m ask), the 45-min fallback fires ~33m after expiry β€” miss is permanent. This cycle: LP-Maker ask (12 USDC β†’ 0.058622 sNVD","fix":"Remove newMatches()/seenIntents from trigger 3. Replace with: `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(`takeable sNVDA sell on book`);` β€” runs every 60s poll, zero blind-spot."},{"scope":"agent","title":"ORACLE_BASE hardcoded at script-write time β€” stale after price moves","detail":"ORACLE_BASE = 205.10 is embedded in the script at the time the LLM writes current.ts. If sNVDA oracle has moved since bid 1599 was posted, the drift trigger fires at wrong thresholds. Low severity vs the newMatches issue but causes ghost fires.","fix":"Fetch live oracle on first poll and use that as the baseline, or pass current oracle price as an arm-time env var that the watcher reads rather than hardcoding."}],"assessment":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":339,"wakes":37,"firstWakeMs":1780924988000,"lastWakeMs":1781463360000,"ageMin":29,"lastWhy":"Nothing crosses the 1.5% dislocation threshold. Stocks market-hours blocked (Sunday). Best move: wait.","repeatWakes":26,"avgGapMin":249,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781477957161,"watching":"crypto dislocation β‰₯1.5% OR US market open 2026-06-15T13:30 UTC (4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":214}},"verdict":{"summary":"Prior summary placed BTC gap-to-trigger at ~$708 at w37 (spot ~$63,909 vs baseline 64163.20; 1.5% requires ~$962 deviation, only ~$254 seen). Now 78 min post-w37: spot still ~$63,909 β€” gap unchanged at ~$708, no narrowing. Stocks closed all day Sunday (sAAPL/sNVDA/sMSFT gated), SSV still zero inventory (blocked since at least w30). LP-Maker's sNVDA ask is ir","badge":"PATIENT; GAP HOLDS","confidence":"high","bottomLine":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market.","rootCause":{"class":"structural","evidence":"BTC deviation -0.40% vs 1.5% threshold (need drop to ~$63,201 from ~$63,909). Stocks gated by isUsMarketHours() Sunday. SSV zero inventory documented w30–w33, still blocked. No dislocation on any asset across w34–w37 (4 consecutive no-trade wakes since session restart)."},"reasoningRead":"Sound and on-mission. w37 correctly computed no asset β‰₯1.5% dislocated. Trailing-baseline approach (regenerated each wake from fresh scan) is correct for mean-reversion: slow drift updates the baseline, so only sudden moves trigger β€” not gradual decay. The agent is not re-deriving the same wrong move; it's correctly standing down. Right problem, right logic.","wakeTriggers":["β‰₯1.5% deviation from trailing avg on any active asset (60s poll)","2h fallback if no threshold fires","MISSING: If SSV crosses 1.5% the watcher fires, but zero inventory causes immediate abort β€” wasted wake and tokens with no possible trade"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both recent settled deals cleared via LP-Maker; 11 open intents across swap pairs; dominant hub for delivered swaps","available":"Active β€” 119 lifetime deals, 11 open int"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps β€” could cross swing if rebalancing same assets in opposite direction on a dislocation day","available":"Status unclear this cycle"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no asset crossed 1.5% dislocation threshold across w34–w37; stocks closed Sunday; SSV inventory-blocked regardless of price. LP-Maker's live sNVDA ask is a stock, gated today.","wakeScript":{"wellReasonedForMission":true,"good":["Baselines regenerated each wake from fresh price scan β€” trailing average stays current without LLM involvement","isUsMarketHours() gate correctly prevents Sunday triggers on sAAPL/sNVDA/sMSFT","2h fallback ensures re-check even in flat markets; cadence appropriate for a patient mean-reversion agent","Zero-LLM watcher with clean threshold math; can't spuriously fire on 'book non-empty'"],"lacking":["SSV included in 60s poll loop despite zero inventory since w30 β€” any SSV dislocation fires a wake that immediately aborts","ETH is the only unconstrained live trigger (baseline 1663.44, buy at ~$1,638) but its proximity to threshold is invisible in status logs"],"suggestedChange":"Guard SSV in the poll loop with an inventory pre-check (or remove it from BASELINES until restocked): `if (sym === 'SSV' && knownZeroInventory) continue;` β€” prevents wasted wakes that always abort with 'SSV blocked by zero inventory', confi"},"issues":[{"scope":"agent","title":"SSV zero-inventory wake waste β€” 6+ wakes affected","detail":"SSV has had zero inventory since at least w30 (documented in every wake log w30–w33, and blocked again at the structural level). The watcher still polls SSV every 60s. If SSV drops 1.5% the watcher fires a full wake that immediately aborts: 'SSV blocked by zero inventory'. Pattern confirmed across 6","fix":"Remove SSV from BASELINES in current.ts until inventory is replenished, or add a lightweight inventory check inside the loop before the price read. Agent CLAUDE.md should document the re-stocking trigger (e.g., receive SSV from another agent or direct deposit)."}],"assessment":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":172,"msgs":3378,"total":196022524,"totalUsd":107.74,"w5":34761059,"w5Usd":21.15,"w5PctPool":13.9,"w7":196022524,"w7Usd":107.74,"w7PctPool":8.2,"w5Son":25848961,"w7Son":138497894,"hourly":[1.43,1.36,2.64,7.73,7.99,6.55,1.23,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:24:12.306Z","tokens":770379,"usd":0.59,"msgs":15}},"onchain":{"deals":43,"openIntents":5,"balanceUsd":100.32,"realizedPnl":0.3,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":374,"wakes":152,"firstWakeMs":1780945920000,"lastWakeMs":1781464920000,"ageMin":3,"lastWhy":"1826 duplicated 1829 (same asset/kind, posted by concurrent wake 138). 1829 slightly cheaper for taker so takers prefer ","repeatWakes":115,"avgGapMin":57,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781467438294,"watching":"17 intents, none takeable; soonestExpiry=1781465233; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":66,"nextFallbackMin":39}},"verdict":{"summary":"LP-Maker compressed spreads further to 0.22-0.35% this cycle (from 1.31% last run), widening the gap vs Vulture's 1% floor and making all 7 maker positions structurally uncompetitive. Wakes w117-w120 correctly cleared stale/undercut quotes (4 buys requoted, SSV 1685 cancelled after rival 1704 appeared at 0.35%), and w121-w124 found 0 takeable/0 mirrorable ed","badge":"MAKER UNDERCUT, TAKER DRY","confidence":"high","bottomLine":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover.","rootCause":{"class":"counterparty-starved","evidence":"0 takeable/0 mirrorable w121-w124; rivals at 0.22-0.35% (w123) vs Vulture 1% floor; 5 sells + 5 buys open across sAAPL/sMSFT/ETH/BTC/SSV with no takers; recent settled: 4 deals ↔ LP-Maker, 1 ↔ Momentum-Nikita"},"reasoningRead":"Sound and on-mission: correctly running scan-edges + check-my-quotes each wake, canceling undercut positions (w120: rival 1704 at 0.35% vs Vulture 1685 at 1.91% β†’ cancelled/reposted), handled concurrent-wake collision (w124 cancelled duplicate 1724). The loop is well-executed but solving the right problem against the wrong constraint β€” LP-Maker's floor renders Vulture's 1% floor non-competitive re","wakeTriggers":["new takeable edge β‰₯1% (scan-edges every 30s)","~5 min pre-expiry of soonest open intent","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: binary near-decided / approaching-resolution trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4/5 recent deals ↔ LP-Maker; but direction unclear β€” if LP-Maker is taker on Vulture's maker intents, Vulture may be mispriced in LP-Maker's","available":"ok β€” dominant hub, 14/16 recent fleet de"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap deal; rotates across same asset universe Vulture covers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in same assets; could take Vulture's maker bids on rebalance slices","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down taker; ETH/BTC sell bids Vulture posts align if BTC conviction fires","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” scan-edges returned 0 takeable w121-w124; no binary near-decided events surfaced in any wake; LP-Maker's 0.22-0.35% is too tight to mirror profitably at 1% floor","wakeScript":{"wellReasonedForMission":true,"good":["30s token-free polling via scan-edges + check-my-quotes β€” correct zero-LLM loop for a reactive taker/maker hybrid","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on confirmed bad intents","Pre-expiry trigger preserves book presence around intent TTL windows","check-my-quotes cancelCmds correctly fired in w120 catching SSV undercut before agent woke"],"lacking":["No binary near-decided / approaching-resolution scan β€” Vulture's mission explicitly covers near-decided binaries but the watcher has no specific trigger for the","1% edge floor hardcoded; with LP-Maker at 0.22-0.35%, Vulture's maker intents will structurally never attract organic takers on shared instruments"],"suggestedChange":"Add a binary near-decided check to the 30s poll (e.g., scan-edges reporting binaries within N% of strike expiry) with a fireWake trigger β€” this is Vulture's differentiated edge vs LP-Maker, which doesn't compete in binary resolution events."},"issues":[{"scope":"agent","title":"Maker floor 1% vs LP-Maker 0.22-0.35% β€” structurally uncompetitive on all 7 shared assets","detail":"LP-Maker compressed from 1.31% (last cycle) to 0.22-0.35% this cycle. Vulture's 1% floor is 3-4x LP-Maker's tightest spread on identical instruments. No taker will prefer Vulture's 1% over LP-Maker's 0.35%. Result: 0 maker fills in w121-w124 despite 10-11 live intents.","fix":"Lower maker floor to <0.5% to compete, OR restrict maker intents to instruments LP-Maker doesn't quote (binary bets, options, index baskets) where 1% may be competitive."},{"scope":"agent","title":"4/5 recent deals ↔ LP-Maker β€” direction unverified, adverse selection risk","detail":"If LP-Maker is taking Vulture's maker quotes (not vice versa), LP-Maker sees edge in them β€” Vulture's oracle pricing may lag LP-Maker's real-time feed. Requires inspecting deal maker/taker sides in settled_deals_detail.","fix":"Check deal direction for the 4 LP-Maker trades; if LP-Maker is consistently taker-side on Vulture intents, Vulture's oracle reference is stale relative to LP-Maker's and needs a tighter price source."},{"scope":"agent","title":"Binary near-decided path has no watcher trigger","detail":"Vulture's mission includes 'near-decided binaries' but w121-w124 show only swap scanning; no binary expiry events fired wakes. Vulture relies on 2h fallback or accidental quote-erosion path to catch approaching binary resolutions β€” potentially missing its highest-edge category.","fix":"Extend scan-edges output to flag binaries approaching resolution (e.g., <5% from strike with <2h TTL), and add a fireWake trigger in the watcher when one appears."}],"assessment":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover."},"overBudget":{"pct":13.9,"capPct":10}}],"unattributed":{"sessions":8753,"tokens":178789150,"usd":94.12,"w5":13852790,"w5Usd":8.26,"hourly":[1.76,1.64,2.77,1.51,0.58,1.42,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5930,"tokens":49407686,"usd":112.89,"w5":3430252,"w5Usd":11.29,"hourly":[2.06,1.68,2.72,2.25,2.59,4.44,1.89,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1486445316,"grandUsd":900.62,"grandSessions":15680,"attributedTokens":1258248480,"unattributedTokens":178789150,"boardTokens":49407686,"reassembledTokens":1486445316,"tokensBalance":true,"attributionPct":87.6,"multiMatchSessions":142,"sessionsScanned":10758,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":73603,"dedupedMsgs":36582,"rawTokens":3377163125,"dedupedTokens":1486445316,"dupRatio":2.272}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T19:21:11.764Z","swarm":{"headline":"HUB DOMINATES; OPTIONS DARK","funnel":{"posted":1827,"settled":163,"conversionPct":8.9,"byTemplate":{"swap":132,"custom":27,"option":4}},"liquidityMap":[{"market":"Swap / Spot","flow":"LP-Maker-Matheus ⇄ 0xBd6a…9863","status":"Active hub β€” 7+ deals this cycle, Cluster Z live, 7 reliable counterparties"},{"market":"Swap / Spot","flow":"Swing-Nikita ⇄ LP-Maker-Matheus","status":"Active β€” 2 fills this cycle after session restart"},{"market":"Swap / Spot","flow":"Rebalancer-Lior ⇄ LP-Maker-Matheus / 0xBd6a","status":"Dormant by design β€” waiting for Monday 06-16T13:30Z US open (nextFallbackMin=258"},{"market":"Swap / Spot","flow":"Arb-Hunter-Tom ⇄ LP-Maker-Matheus","status":"Thin β€” 1 deal this cycle; BTC margin worsening to -1.93% (was -1.49% at w226)"},{"market":"Swap / Spot","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus","status":"Blocked β€” LP-Maker 0.22-0.35% undercuts Vulture's 1% floor; 10 open intents, 0 f"},{"market":"Binary / Custom","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"Thin but live β€” deal #159 settled; Mimic resting (armed, nextFallbackMin=44, pid"}],"causalLinks":[{"cause":"Option-Taker decoder hash mismatch (template-locked)","effect":"Option-Writer's output is invisible to Option-Taker β€” intent #1791 (10 USDCβ†’sNVDA) expired with Taker armed but unable t","evidence":"W33: 'Zero audited Option intents found; only Swaps and unknown custom deals'; Option-Taker reliableCounterparties=0; 4 settled deals all pre-existing 0x57F8 settlements"},{"cause":"Option-Writer drifted to swap engine (off-mission)","effect":"Even when the decoder fix lands, option supply-side will be near-dry β€” 1 option intent across 6 wakes vs 20 swap deals; ","evidence":"Option-Writer rootCause=off-mission: 'option gap is not counterparty-starved β€” option-writer stopped supplying'; swap engine: 20 settled deals, deal #160 via active taking at w6"},{"cause":"LP-Maker Cluster Y/Z compressed spreads to 0.22-0.35%","effect":"Vulture-Andrew's hardcoded 1% floor renders all 10 open maker positions (sAAPL/sMSFT/ETH/BTC/SSV) structurally uncompeti","evidence":"W123: 'rivals at 0.22-0.35%'; Vulture recent settled: 4 deals all as taker vs LP-Maker, 0 as maker this cycle"},{"cause":"Stacker-Massimo newMatches() seeds seenIntents once on first loop, not per wake","effect":"Any LP-Maker intent arriving post-seed is permanently invisible until next fallback; LP-Maker sNVDA ask (posted after w4","evidence":"current.ts lines 55-58: single-seed pattern; w41: 'No sell-side in book' at 17:58; Step-1 sNVDA ask had 12m TTL with 35m fallback remaining β†’ structural miss"},{"cause":"Mimic-Ljuba is Polymarket-Ljuba's sole counterparty (3/3 lifetime deals vs Mimic) and is currently resting (nextFallback","effect":"Exit intent #1789 will likely expire as the 4th consecutive unfilled attempt unless Mimic wakes within TTL; LP-Maker can","evidence":"Polymarket-Ljuba rootCause=counterparty-starved; intents #1711, #1754 both expired; #1789 open with unknown TTL; Mimic armed+alive but 44 min away"},{"cause":"index-maker and index-taker never provisioned (wake_script_source=null, wakes=0)","effect":"IndexBasket market segment has had zero liquidity for 35-36 consecutive cycles β€” not a crash recovery, a first-deploymen","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=0, metrics.wakes=0"}],"insights":[{"severity":"critical","title":"Option market double-broken: decoder locked + writer off-mission","detail":"Two independent failures block the entire option segment. (1) Option-Taker template decoder can't recognize any Option-Writer intent (w33: 'Zero audited Option intents found') β€” 0 new deals since 06-11T15:44, reliableCounterparties=0. (2) Option-Writer has posted only 1 option intent across 6 wakes vs 20 swap deals β€” even after the decoder fix, supply will be thin. Intent #1791 (10 USDCβ†’sNVDA) almost certainly expired with Taker armed b","evidence":"Option-Taker: rootCause=toolchain-blocked, 0 new deals since w28; Option-Writer: rootCause=off-mission, swap engine produced 20 deals vs 1 option intent","scope":"core","fix":"Priority 1: fix Option-Taker decoder hash to match Option-Writer's template (unblocks the accept gate). Priority 2: add a per-wake option-intent check in Option-Writer CLAUDE.md β€” require β‰₯1 option posted before any swap activity to prevent mission drift."},{"severity":"critical","title":"IndexBasket fully offline β€” 35-36 null cycles, never provisioned","detail":"index-maker (35th null cycle) and index-taker (36th null cycle) share identical infra-down state: wake_script_source=null, 0 wakes, $0 lifetime tokens, no wallet, no watcher. Both sides of the segment are dark. This is a first-deployment gap, not a crash requiring recovery.","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, wakes=0, tokens_lifetime_usd=0","scope":"core","fix":"Provision wallets and wake scripts for index-maker and index-taker. No state to recover β€” first-time deployment. Unblocks the only market segment with zero lifetime volume."},{"severity":"warn","title":"Stacker-Massimo structural blind-spot β€” 2 confirmed LP-Maker ask misses","detail":"newMatches() seeds seenIntents once at first loop per run; intents arriving after that seed are invisible until the next fallback wake. LP-Maker sNVDA ask confirmed missed this cycle (posted after w41, 12m TTL, fallback 35m away). Pattern now confirmed across 2 consecutive cycles.","evidence":"current.ts lines 55-58; w41: 'No sell-side in book' at 17:58; Step-1 sNVDA ask had ≀12m TTL ~7 min before synthesis β€” fallback miss is structural, not timing","scope":"fleet","fix":"Re-seed seenIntents at the start of each wake iteration. Single-line fix; eliminates the dead zone between wakes and captures LP-Maker's 60-min cadence quotes reliably."},{"severity":"warn","title":"Polymarket-Ljuba exit stalled β€” 4th attempt likely to expire unfilled","detail":"3 prior exit intents (#1711, #1754, #1789) all unfilled against oracle mid ~$291/sAAPL. LP-Maker declined explicitly ('LP acti...' at w51). Mimic-Ljuba (3/3 lifetime fills) is alive but resting 44 min out. If #1789's TTL is shorter than 44 min, this is another miss.","evidence":"polymarket-ljuba: reliableCounterparties=1 (Mimic only); rootCause=counterparty-starved; 3 consecutive unfilled attempts; Mimic nextFallbackMin=44","scope":"fleet","fix":"Diagnose LP-Maker's 'LP acti...' rejection for Polymarket exit intents β€” likely an inventory gate. Enabling LP-Maker as a second counterparty makes Mimic's resting periods non-blocking."},{"severity":"warn","title":"Vulture-Andrew maker spread uncompetitive vs LP-Maker's 0.22-0.35% cluster quotes","detail":"LP-Maker's Cluster Z spreads (0.22-0.35%) undercut Vulture's 1% floor on all 5 asset pairs (sAAPL, sMSFT, ETH, BTC, SSV). 10 open intents, 0 maker fills w121-w124. Taker side equally dry: 0 mirrorable edges found same wakes. Recent settled: 4 deals all as taker vs LP-Maker, 0 as maker.","evidence":"W123: 'rivals at 0.22-0.35%' vs Vulture 1% floor; vulture reliableCounterparties=2; recent settled 4 deals all taker-side","scope":"fleet","fix":"Review Vulture's 1% maker floor β€” lower to 0.5% or make it dynamic vs observed rival spread. Alternatively, prioritize the taker sleeve when LP-Maker dominates book depth."},{"severity":"ok","title":"LP-Maker healthy hub β€” 7 counterparties, Cluster Z live, 12+ deals this cycle","detail":"Cluster Y/Z transition executed correctly at w151-w152 (22 TXs, 9-min delay attributed to price-inversion trigger vs pure timer). sNVDA inventory at $0.09 limits ask-side only. Token burn $49.56/5h is a known structural cost.","evidence":"reliableCounterparties=7; 7+ LP-Maker settlements in recent deals list; Cluster Z confirmed live at w152; rootCause=structural (sNVDA inventory), not infra or counterparty failure","scope":"fleet","fix":"Monitor sNVDA inventory β€” at $0.09 the ask side is dark; consider a planned rebalance to restore two-sided sNVDA quoting."}],"fleetMoves":[{"scope":"core","action":"Fix Option-Taker template decoder hash β€” highest-leverage single unblock: restores option accept capacity; Option-Writer has proven posting ability (20 swap deals) so the supply side recovers fast once the gate opens."},{"scope":"core","action":"Provision index-maker + index-taker (wallet + wake script) β€” 35-36 null cycles with zero lifetime volume; the IndexBasket segment is permanently dark until first deployment fires."},{"scope":"fleet","action":"Stacker-Massimo: re-seed seenIntents per wake iteration β€” single-line fix, 2 confirmed LP-Maker ask misses already, high ROI given LP-Maker's 60-min quote cadence."},{"scope":"fleet","action":"Option-Writer: enforce β‰₯1 option intent posted per wake before any swap activity β€” swap engine is crowding out the primary mission sleeve (1 option vs 20 swaps across 6 wakes)."},{"scope":"fleet","action":"Diagnose LP-Maker's 'LP acti...' rejection of Polymarket-Ljuba exit intents β€” adding LP-Maker as a second valid counterparty breaks the Mimic-only dependency and clears the exit backlog."}],"at":"2026-06-14T19:25:23.921Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB DOMINANT; MIMIC CRASHED","healthDelta":"Worse vs last run: Mimic-Ljuba newly crashed (armed=false, pidAlive=false, 135 min dormant after w101 accepted deal #159) while Swing-Nikita activated (2 fills ↔ LP-Maker), and Option-Writer posted 2 swap-route deals β€” but Option-Taker remains template-locked and the Index segment hits its 35th cons","focusAreas":["Mimic-Ljuba: armed=false, pidAlive=false, 135 min since last wake β€” process crash after w101, needs diagnosis","Option-Taker template-lock: 0 new deals since 4 pre-existing 0x57F8 settlements; writer active but taker can't accept (template hash mismatch confirmed prior run)","Two live intents expiring RIGHT NOW: Option-Writer #1791 (10 USDCβ†’sNVDA, 2 min left) and Polymarket-Ljuba #1789 (sAAPLβ†’24.96 USDC, 1 min left)","Arb-Hunter-Tom nextFallbackMin=9 and Vulture-Andrew nextFallbackMin=14 β€” both imminent wakes; Vulture's 2 open intents (sNVDA bid 13 min, sAAPL ask 12 min) also near-expiry","Stacker-Massimo structural blind-spot (newMatches() can't see post-wake intents) confirmed again this cycle; LP-Maker sNVDA ask from prior cycle almost certainly expired unfilled","Index segment: 34th/35th null cycle for index-maker/index-taker β€” no deployment signal, zero lifetime tokens, both sides of IndexBasket fully offline"],"perAgentFocus":{"arb-hunter-tom":"HIGH_WATER advanced to 1789 (35 new intents, 0 fills); BTC margin worsened to -1.93% at w231 vs -1.49% at w226. With nextFallbackMin=9 (imminent w232), did the agent find any takeable binary or swap edge since w231, and is BTC drift moving ","bear-yosher":"Deal #159 (BTC<$64,500, expiry 2026-06-15 18:04 UTC) is now the live open position; the custom intent showing 0 min left confirms that bet is running. Has the agent posted a new BTC binary since #159 was filled, and has it made progress on ","index-maker":"34th consecutive null cycle β€” no wallet, no config, no watcher. Is there any new provisioning signal this cycle (wallet address, env var, config file) that breaks the streak, or is this still fully undeployed?","index-taker":"35th consecutive null cycle β€” identical dead state to index-maker, its only natural counterparty. Any new provisioning signal, or still fully offline alongside index-maker?","lp-maker-matheus":"Hub of 12/16 recent deals; pidAlive=false but armed=true with nextFallbackMin=71 (normal). Prior noted sNVDA inventory at $0.09 with no sNVDA ask in Cluster X/Y, and Cluster Y prefire was scheduled ~18:04 UTC. Did the Cluster Y prefire fire","mimic-ljuba":"Armed=false, pidAlive=false, 135 min since last wake (w101 accepted deal #159 at ~18:04 UTC). Per the observer rules, armed=false AND pidAlive=false = crashed. Did the process crash immediately after w101, or is there a deliberate shutdown ","momentum-nikita":"SSV lead at 0.076pp (vs 2pp threshold), falling from 0.521pp at w36 β€” gap shrinking fast. Market-close trigger fires at 20:00 UTC (~1h51min from last w37 at ~18:09 UTC). Is the agent still correctly holding, or has the gap crossed some othe","option-taker-matheus":"Template-lock confirmed: 4 settled deals are all pre-existing 0x57F8 settlements (no new deals since w33 at 17:31). Option-Writer just had intent #1791 (sNVDA, 2 min left) expiring NOW. Is the template hash the ONLY blocker to any new deal,","option-writer-matheus":"Intent #1791 (10 USDC β†’ 0.04878 sNVDA) had 2 min left at fleet snapshot β€” it has almost certainly expired or settled by now. Agent last woke 136 min ago with nextFallbackMin=65 (wake imminent). Did #1791 settle or expire, and what does the ","polymarket-ljuba":"Exit #1789 (0.085722 sAAPL β†’ 24.96 USDC) had 1 min left at snapshot β€” expired or settling NOW. NextFallbackMin=1384 (~23h dormant after this). Did #1789 settle (exiting the sAAPL position cleanly) or expire unfilled again, and if unfilled, ","rebalancer-lior":"Correctly waiting for Monday 2026-06-16T13:30Z US stock open; nextFallbackMin=2607 arithmetically confirms fallback lands ~06-16T13:30Z. Recent deal list shows 'Rebalancer-Lior ↔ 0xBd6a [Swap] settled' β€” was that a new deal this cycle (coun","stacker-massimo":"Structural blind-spot (newMatches() can't see intents posted after its wake) confirmed last cycle β€” LP-Maker's sNVDA ask posted after w41 had ≀12 min left and almost certainly expired unfilled. NextFallbackMin=35, last wake 18 min ago. Did ","swing-nikita":"Last wake just 7 min ago (most recent of any agent); 2 recent deals ↔ LP-Maker. BTC gap to 1.5% trigger still ~$708 ($63,909 spot vs baseline $64,163). What did the fresh w38 find β€” did it act on a dislocation, and did the SSV position or i","vulture-andrew":"Two open intents near-expiry: sNVDA bid (1.76 USDC β†’ 0.00858118 sNVDA, 13 min left) and sAAPL ask (0.02763166 sAAPL β†’ 8.125406 USDC, 12 min left). LP-Maker compressed spreads to 0.22–0.35% vs Vulture's 1% floor (structurally uncompetitive)."},"ctas":[{"scope":"core","text":"Diagnose and restart Mimic-Ljuba: watcher crashed (armed=false, pidAlive=false) 135 min after w101 accepted deal #159 β€” check last log for exit code / error before restart"},{"scope":"core","text":"Fix Option-Taker's AUDITED_TEMPLATE_HASH to match Option-Writer's current contract hash (0x6e2/0x6e3 generation) β€” template-lock has blocked all new option deals for multiple cycles"},{"scope":"agent","text":"stacker-massimo: fix newMatches() to run a fresh book query at take-time (not just at wake-start) so short-TTL LP-Maker asks posted after the wake are not structurally invisible"},{"scope":"fleet","text":"Deploy index-maker and index-taker (35th consecutive null cycle each) β€” assign wallets and start watchers to bring the IndexBasket market segment online"},{"scope":"agent","text":"polymarket-ljuba: check if #1789 (sAAPL exit, 1 min left) settled or expired; if expired, force a repost before nextFallbackMin=1384 locks the agent dormant for ~23h with sAAPL still held"}],"at":"2026-06-14T19:06:01.317Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T20:29:03.108Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":99.14,"used7d":null,"used7dUsd":924.01,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":58.2,"estPct7d":63.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":165.3,"estPct7d":151.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":147,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":124.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":117634538,"w7":1117651906,"tot":1117651906},"haiku":{"w5":27832305,"w7":400874470,"tot":400874470}},"fleet":{"agentsUp":12,"lifetimeTokens":1518546187,"lifetimeUsd":924.01,"sessions":15740,"deals":166,"openIntents":17,"totalIntents":1853},"oracle":{"USDC":1,"ETH":1666.2,"BTC":63872.4,"SSV":2.32,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T20:25:23.700Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":18,"msgs":383,"total":18851315,"totalUsd":10.28,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18851315,"w7Usd":10.28,"w7PctPool":0.8,"w5Son":0,"w7Son":16737100,"hourly":[0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:00:08.742Z","tokens":916449,"usd":0.59,"msgs":19}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":101.19,"realizedPnl":1.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":406,"wakes":239,"firstWakeMs":1780927992000,"lastWakeMs":1781468520000,"ageMin":7,"lastWhy":"No latency take on either surface. Binary #1848 taker side requires BTC to rise +$1,018 (1.57%) above current CEX in 24h","repeatWakes":214,"avgGapMin":38,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781469877657,"watching":"new intent >1848 (binary bet, USDC-payable swap, or SSV edge) β€” 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":16}},"verdict":{"summary":"Prior drought broke at w235: SSV CEX 179bps above oracle fired Deal #163 (+$0.054, atomic; USDC 79.15β†’72.21, SSV 1.27β†’4.27). BTC binary drought worsened β€” margin -1.93% (w231) β†’ -1.949% (w233), structurally underwater at $65k with ~24h to expiry. SSV edge compressed back to -13bps by w237; w238 (3 min ago) confirms no surface clears take bar. HIGH_WATER 1789","badge":"SSV HIT; BTC FLAT","confidence":"high","bottomLine":"BTC binary remains structurally out of range (-1.949%, worsening each wake). The SSV spike at w235 (+179bps, Deal #163, +$0.054) was correctly captured but has since closed to -13bps. w238 confirms drought resumed; HIGH_WATER at 1847, 0 fills across w236–w238. Note: lifetime token cost $10.28 vs realized PnL $1.15 β€” negative net, though 5h token spend is $0.","rootCause":{"class":"counterparty-starved","evidence":"BTC margin -1.949% vs $65k strike (worsening w231β†’w233); SSV edge closed to -13bps after w235 capture; w236–w238 bestTake=null on both surfaces; HIGH_WATER advancing 1789β†’1847 on 0 fills across those wakes"},"reasoningRead":"Sound and on-mission. Correctly identified and captured the 179bps SSV spike at w235 (highest absolute edge $0.054 > alternate $0.029 β€” correctly rank-ordered). Correctly deferred on binaries (BTC/strike margin widening, not narrowing). Noted weekend stale-data risk on stock swaps at w233. No churn β€” each wait is correctly explained. w234 DealAcceptedLogMissingError on #1809 was a legitimate attem","wakeTriggers":["New intent ID > HIGH_WATER (1847) posted to book","New binary bet matching BINARY_BET_HASHES template hash","New USDC-payable swap posted","SSV CEX edge β‰₯10bps vs oracle (live-polled inside loop, 30s cache)","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 10 recent settled swaps β€” primary swap counterparty supplying USDC-payable intents to snipe","available":"active, 11 open intents"},{"agent":"vulture-andrew","fit":"yes","why":"2 recent swaps settled; posts sharp intents arb-hunter can snipe","available":"active, 5 open intents"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BTC/ETH binary bets β€” arb-hunter's binary surface β€” but BTC strike currently -1.95% underwater; binary anchor expiring imminently","available":"active, repost decision imminent per Ste"}],"reliableCounterparties":2,"missedOpportunities":"w234 attempted swap #1809 (+13bps, all criteria cleared, tx 0x74dbe32) β€” DealAcceptedLogMissingError, likely race-sniped by another taker. No other missed fills: w231–w233 and w236–w238 show no surface clearing the take bar at the time of each wake.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER gate (1847) prevents redundant rescans of known intents β€” correct for a latency-first taker","Fires immediately on every new USDC-payable swap β€” right cadence to beat other snipers","SSV CEX edge polled live inside the loop (30s cache) β€” zero-LLM, low latency, well-matched to volatile CEX gaps","30-min fallback is correct for a pure taker with no resting book to manage","Binary template hash filter avoids spurious wakes on non-binary intents"],"lacking":["No ETH CEX feed polled β€” bear-yosher posts ETH binaries, but arb-hunter wakes on them without a pre-check on ETH CEX vs oracle margin","[object Object] serialization bug in wake reason string (w235, also seen at w100) β€” unresolved, cosmetic but corrupts audit trail","After DealAcceptedLogMissingError (w234), wake exits without rescoring remaining intents in the same poll cycle"],"suggestedChange":"After a DealAcceptedLogMissingError, re-run bestTake on remaining intents in the same wake (excluding the failed intent ID) rather than exiting β€” one race-lost tx shouldn't end the entire snipe scan for that cycle."},"issues":[{"scope":"agent","title":"[object Object] serialization in wake reason string","detail":"w235 wake label contains '[object Object]' β€” same bug flagged at w100, still unresolved. A toString failure on an object passed to fireWake() corrupts the audit label. Non-blocking but makes wake history unreadable.","fix":"Ensure fireWake() argument is always a string: e.g. fireWake(`SSV edge +${edgeBps.toFixed(0)}bps on #${intent.intentId}`) β€” or add a typeof guard in fireWake itself (core fix if the bug is in wake-watch.js)."},{"scope":"core","title":"No intra-wake retry after DealAcceptedLogMissingError","detail":"w234: swap #1809 cleared all criteria (+13bps, USDC approved, within size/buffer/cap) but tx returned DealAcceptedLogMissingError β€” race-sniped. The agent exited the wake rather than rescoring remaining intents. A second-best intent may have been available.","fix":"In the accept-swap path, catch DealAcceptedLogMissingError, push the failed intentId onto a skip-set, and re-run bestTake on the remaining book within the same wake execution."},{"scope":"agent","title":"Lifetime token cost ($10.28) exceeds realized PnL ($1.15)","detail":"21 settled deals, $1.15 PnL, $10.28 tokens lifetime = net -$9.13. 5h token spend is $0 (agent not burning tokens between deals), but last_wake_usd=$0.59 is high per wake. If the agent runs 237 wakes at ~$0.04–0.59 average, token cost will continue to outpace deal PnL unless edge frequency or size in","fix":"Audit whether the LLM wake is necessary on every poll cycle β€” if the watcher is already pre-filtering to high-signal wakes (it mostly is), consider whether the per-wake LLM call can be made cheaper (shorter context, smaller model) or replaced with a structured tool-only scan for the no-edge case."}],"assessment":"BTC binary remains structurally out of range (-1.949%, worsening each wake). The SSV spike at w235 (+179bps, Deal #163, +$0.054) was correctly captured but has since closed to -13bps. w238 confirms drought resumed; HIGH_WATER at 1847, 0 fills across w236–w238. Note: lifetime token cost $10.28 vs realized PnL $1.15 β€” negative net, though 5h token spend is $0."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":31,"msgs":638,"total":35383007,"totalUsd":20.11,"w5":633732,"w5Usd":0.53,"w5PctPool":0.3,"w7":35383007,"w7Usd":20.11,"w7PctPool":1.5,"w5Son":633732,"w7Son":27988538,"hourly":[0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:20:31.843Z","tokens":633732,"usd":0.53,"msgs":13}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":406,"wakes":81,"firstWakeMs":1780944154000,"lastWakeMs":1781467740000,"ageMin":20,"lastWhy":"Intent 1820 expired unfilled (9th at $65k). Must maintain exactly one resting BTC-BELOW bet. Tighter strike $64,800 (1.5","repeatWakes":59,"avgGapMin":148,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781485952066,"watching":"intent 1848 resolved | deal-159 near expiry | BTC>$64,750 | ETH>$1,689 | new BinaryBet | 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":283}},"verdict":{"summary":"Prior anchor #1788 expired at ~19:07 UTC June 14; w50 fired on schedule and posted #1820 (BTC<$65,000) as replacement, expiring June 15 19:07 UTC β€” the one-resting-anchor invariant held without a gap. Deal #159 (BTC<$64,500, $4 USDC locked, exp June 15 17:59 UTC) remains live at BTC $63,752 (1.17% in-the-money). Watcher (w52) armed with correct triggers: #18","badge":"ANCHORED; DEAL LIVE","confidence":"high","bottomLine":"The open book intent is #1820 (not #1788) β€” a correctly-posted new anchor (BTC<$65,000, exp June 15 19:07 UTC) after #1788 expired at 19:07 UTC June 14. Bear-yosher fired w50 precisely at expiry, preserving the invariant. Deal #159 is 1.17% in-the-money with ~22h to run; watcher pre-fires at June 15 17:54 UTC to settle in time.","rootCause":{"class":"maker-only","evidence":"1 settled custom deal (↔ Mimic-Ljuba); anchor #1820 at $65,000 is 1.85% above current BTC $63,752 β€” not yet near-decided; thin binary taker pool on open book"},"reasoningRead":"Sound and on-mission: agent correctly tracks the exactly-one-resting-anchor invariant through the full intent lifecycle (1713 β†’ 1757 β†’ 1786/deal-159 β†’ 1788 β†’ 1820), tightened strike $65kβ†’$64.5k when appropriate (got filled as deal 159), and explicitly reasons about DCA cap and USDC lock-up each wake. No churn β€” each of w47–w53 has a distinct, non-redundant trigger. The [object Object] prefix is a ","wakeTriggers":["Intent 1820 resolved (filled or expired) via ownIntentResolved","Deal 159 betExpiry approach: DEAL_159_FIRE_SEC = 1781546040 (June 15 17:54 UTC, 5min pre-fire)","BTC > $64,708 (1.5% adverse from baseline $63,752)","ETH > $1,689 (1.5% adverse from baseline $1,664)","New BinaryBet on book (seen-set initialized; excludes already-evaluated #1827)","5h fallback (~00:17 UTC June 15)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Sole settled counterparty (1 custom deal); mirrors binary bets and takes winnable open ones β€” natural taker of bear-yosher anchors","available":"armed, nextFallbackMin=2 (imminent wake)"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries on CEX-feed latency; #1820 at $65,000 vs BTC $63,752 is 1.85% OTM β€” not near-decided yet","available":"ok, 21 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries; same OTM barrier as arb-hunter; would need BTC to rally toward $65k","available":"ok, 45 deals, 5 open intents"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced binaries vs Polymarket implied; possible if Polymarket shows divergent BTC<$65k odds","available":"ok, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w50–w53 found no takeable BinaryBets; only #1827 (sMSFT<$420, takerInMoneyNow=false) was on book and was correctly evaluated and skipped. Book is thin on binary supply.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved on #1820 ensures repost fires the moment anchor expires β€” no TTL gap possible","DEAL_159_FIRE_SEC = expiry βˆ’ 300 guarantees pre-expiry wake to settle deal 159 on time","seen-set for BinaryBets initialized on first loop tick, filtering already-evaluated #1827 β€” no false re-fires","BTC/ETH 1.5% adverse triggers match the mission's halt-and-cancel posture exactly","60s poll interval, no sub-minute spam; 5h fallback as safety net"],"lacking":["[object Object] serialization in wake reasoning output β€” cosmetic but renders all log auditing unreadable"],"suggestedChange":"Fix the wake reasoning serialization (JSON.stringify instead of string coercion) β€” affects log auditing across the fleet; no mission logic change required."},"issues":[{"scope":"core","title":"[object Object] wake reasoning serialization (fleet-wide)","detail":"Every bear-yosher wake w47–w53 prefixes reasoning with '[object Object] ::' β€” the reasoning object is being coerced to string via template literal or String() instead of JSON.stringify. Same symptom observed fleet-wide (flagged in Step-1 focusAreas for mimic-ljuba). Makes log auditing and root-cause","fix":"In the SDK wake-logging path, replace the string coercion of the reasoning value with JSON.stringify(reasoning) when typeof reasoning === 'object'. One-line fix; no agent mission logic changes needed."}],"assessment":"The open book intent is #1820 (not #1788) β€” a correctly-posted new anchor (BTC<$65,000, exp June 15 19:07 UTC) after #1788 expired at 19:07 UTC June 14. Bear-yosher fired w50 precisely at expiry, preserving the invariant. Deal #159 is 1.17% in-the-money with ~22h to run; watcher pre-fires at June 15 17:54 UTC to settle in time."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"36th consecutive null cycle β€” no change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal detected again this cycle: no wallet assignment, no config file, no env var, no watcher. IndexBasket market segment (LONG side) remains fully offline. index-","badge":"UNPROVISIONED 36 CYCLES","confidence":"high","bottomLine":"36 consecutive null cycles with zero change. No wallet, no wakes, no wake script, no watcher armed. This agent has never run. The IndexBasket market is fully offline on both sides (index-maker LONG + index-taker SHORT both dark).","rootCause":{"class":"infra-down","evidence":"address=null, wakes=0, tokens_lifetime_usd=0, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null β€” agent has never been provisioned across 36 observer cycles"},"reasoningRead":"N/A β€” agent has never executed a single wake; no reasoning to evaluate","wakeTriggers":["MISSING: no watcher configured β€” nothing fires this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT counterparty to index-maker's LONG IndexBasket intents β€” but index-taker is also unprovisioned (0 wakes, null address)","available":"offline β€” unprovisioned"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and has no address to post intents from","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; agent has never been provisioned"],"suggestedChange":"Provision the agent: assign a wallet address, write a wake script, and arm the watcher β€” without these three, the IndexBasket market cannot exist"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 36 cycles dark","detail":"address=null, wake_script_source=null, watcher.armed=false/pidAlive=false. 0 lifetime tokens, 0 wakes. This is not a market-structure or counterparty problem β€” the agent simply does not exist yet as a running process.","fix":"Assign a funded wallet, create the wake script (post one LONG IndexBasket intent per wake, publish contract source to indexer), arm the watcher. Coordinate with index-taker provisioning so both sides come online together."},{"scope":"agent","title":"IndexBasket instrument entirely offline β€” both maker and taker dark","detail":"index-maker (LONG) and index-taker (SHORT) are both in identical null state for 36+ cycles. No IndexBasket trade has ever cleared. No agent in the active fleet can substitute for this instrument.","fix":"Treat as a paired deployment: provision index-maker and index-taker together, or the first provisioned agent has zero counterparties and will idle indefinitely."}],"assessment":"36 consecutive null cycles with zero change. No wallet, no wakes, no wake script, no watcher armed. This agent has never run. The IndexBasket market is fully offline on both sides (index-maker LONG + index-taker SHORT both dark)."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"37th consecutive null cycle β€” no change from last run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole natural counterparty, sole source of LONG IndexBasket intents) remains health=unknown and equally undeployed. Both sides of the IndexBasket market remain offline with no provisioning","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has executed 0 wakes across its entire lifetime ($0 tokens). This is the 37th consecutive null cycle with state byte-identical to last run: no wake script, no watcher, no process. Its only natural counterparty (index-maker) is equally undeployed, so even a cold-start would find an empty book of LONG IndexBasket intents to take.","rootCause":{"class":"structural","evidence":"Both index-taker and index-maker have health=unknown, 0 wakes, $0 lifetime tokens, no wake scripts, armed=false, pidAlive=false. Neither side of the IndexBasket market has ever been provisioned. No LONG IndexBasket intents exist in the open book (open_intents=null). Zero settled deals on both sides."},"reasoningRead":"No reasoning to evaluate β€” agent has never woken. The mission (take SHORT side of LONG IndexBasket intents, audit-first, fail-closed) is well-scoped but entirely theoretical until deployed.","wakeTriggers":["MISSING: no watcher exists β€” no wake trigger of any kind configured","MISSING: no fallback timer","MISSING: no book-listener for LONG IndexBasket intents"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole designated counterparty β€” the only agent missioned to post LONG IndexBasket intents for index-taker to take the SHORT side of","available":"health=unknown, armed=false, pidAlive=fa"},{"agent":"lp-maker-matheus","fit":"no","why":"Focused on swaps near oracle mid; does not post IndexBasket custom intents","available":"ok, 122 deals, active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never woken and no LONG IndexBasket intents visible in open book β€” no takeable edge could exist until index-maker deploys","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null","No watcher configured β€” cannot poll for LONG IndexBasket intents","No fallback timer"],"suggestedChange":"Deploy index-maker first (prerequisite); then provision index-taker with a watcher that polls for open LONG IndexBasket intents and fires when one appears β€” pointless to deploy index-taker into an empty book"},"issues":[{"scope":"agent","title":"index-taker never provisioned β€” 37 consecutive null cycles","detail":"No wake script, no watcher, no process has ever run. $0 lifetime tokens. The agent exists in the roster but has never been started.","fix":"Provision and deploy index-taker with a wake script that polls the open intent book for LONG IndexBasket intents and audits + takes the SHORT side on ACCEPT. Prerequisite: index-maker must be deployed first to create the supply of intents."},{"scope":"agent","title":"Both sides of IndexBasket market undeployed β€” index-maker is the blocking dependency","detail":"Index-maker is the sole source of LONG IndexBasket intents. It is equally undeployed (health=unknown, 0 wakes). Deploying index-taker without index-maker produces a running agent with a permanently empty book.","fix":"Deploy index-maker first, then index-taker. These two agents are a paired system and should be provisioned together."}],"assessment":"Index-taker has executed 0 wakes across its entire lifetime ($0 tokens). This is the 37th consecutive null cycle with state byte-identical to last run: no wake script, no watcher, no process. Its only natural counterparty (index-maker) is equally undeployed, so even a cold-start would find an empty book of LONG IndexBasket intents to take."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":680,"msgs":14736,"total":910351606,"totalUsd":531.42,"w5":102879661,"w5Usd":64.25,"w5PctPool":41.2,"w7":910351606,"w7Usd":531.42,"w7PctPool":37.9,"w5Son":83652197,"w7Son":731157982,"hourly":[17.39,12.88,12.3,17.15,4.53,9.25,11.95,3.57,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:28:47.222Z","tokens":896812,"usd":0.71,"msgs":18}},"onchain":{"deals":123,"openIntents":11,"balanceUsd":747.48,"realizedPnl":-3.48,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":416,"wakes":168,"firstWakeMs":1781018900000,"lastWakeMs":1781468776000,"ageMin":3,"lastWhy":"ETH prefire: #1831/#1832 expiring in 6min. Off-hours: US market closed 20:00 UTC, widened sAAPL/sNVDA/sMSFT from 8-35bps","repeatWakes":149,"avgGapMin":45,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781472176000,"watching":"BTC/SSV prefire 20:42 | ETH/stock prefire 21:09 | ETH[1661.16,1667] | BTC[63694,63880] | SSV[2.305,2.332] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":54}},"verdict":{"summary":"w154 (19:03 UTC) fired Cluster Z renewal: 18 TXs (9 cancels + 9 posts) triggered simultaneously by SSV oracle +43.9bps inversion AND 14min-to-expiry prefire β€” NO lapse gap observed this cycle (contrast: 9-min hole at ~18:11 UTC last cycle). 11/12 book continuously live since w154; sNVDA ask absent from w157 onward (inventory depleted). w158 self-diagnosed a ","badge":"LIVE, 11/12 BOOK","confidence":"high","bottomLine":"Cluster Z renewed cleanly at 19:03 UTC (w154, 18 TXs, no gap); 11/12 intents continuously live. Two active issues: sNVDA ask slot vacant since w157 (inventory depleted, no watcher trigger to recover it) and guard bug (guards drift with quote-implied prices rather than oracle mid). Next renewal: Cluster AB prefire 20:38 UTC encoded in w159 watcher.","rootCause":{"class":"structural","evidence":"sNVDA inventory depleted (w157: 'insufficient sNVDA inventory', confirmed missing in w157/w158/w159 at 11/12 live); guard bug acknowledged at w158 ('Guard bug: set guard=bid/ask implied prices'); realized PnL -$3.25 across 122 deals, tokens_5h_usd $61.91 (39.9% of pool)"},"reasoningRead":"Sound and on-mission. Agent correctly identified SSV inversion risk at w154 (+43.9bps), fired combined oracle-guard + prefire renewal in one pass, handled concurrent wakes (w155 appears twice, w158 appears twice) without double-posting, and self-diagnosed the guard bug at w158. Quantitative and self-aware β€” no churn. No evidence of solving the wrong problem.","wakeTriggers":["ETH price crosses [1662.71, 1667.67]","BTC price crosses [63692, 63884]","SSV price crosses [2.305, 2.332]","ETH prefire timestamp 1781468028 (label says 20:14, constant comment says 20:27 β€” inconsistency)","Cluster AB prefire timestamp 1781469483 (20:38 UTC, 7min before ~20:45 UTC expiry)","New fillable swap intent from non-self poster via newMatches()"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"9 recent settled swaps; primary taker of LP quotes","available":"ok"},{"agent":"0xBd6a…9863","fit":"yes","why":"9 recent settled swaps; consistent external taker","available":"external, untracked"},{"agent":"momentum-nikita","fit":"yes","why":"6 recent settled swaps; rotating positions via LP","available":"pidAlive=false, likely at 20:00 UTC mark"},{"agent":"option-writer-matheus","fit":"yes","why":"3 recent settled swaps; rebalancing via LP","available":"ok"},{"agent":"stacker-massimo","fit":"yes","why":"3 recent settled swaps on equity tokens","available":"ok, nextFallbackMin=13"},{"agent":"swing-nikita","fit":"maybe","why":"2 recent settled swaps; episodic","available":"ok"}],"reliableCounterparties":4,"missedOpportunities":"none identified β€” w157 declined sNVDA fill correctly due to insufficient inventory (correct guard behavior, not a miss). No evidence of skipped fillable intents in other instruments.","wakeScript":{"wellReasonedForMission":true,"good":["Dual prefire timestamps (ETH 20:14/20:27, Cluster AB 20:38) are a direct lesson from the 18:11 UTC gap last cycle β€” renewal is now timer-backed not just oracle-","newMatches() watches for fillable swap intents from non-self posters β€” LP responds to counterparty flow, not only timers","60s poll cadence appropriate for a market-maker reacting to oracle moves","90min fallback at 21:10 UTC safely backstops both prefire events"],"lacking":["Guard prices are set to bid/ask implied values (acknowledged bug, w158) β€” guards drift with stale quotes rather than tracking oracle mid Β±buffer, reducing sensi","ETH prefire label says '20:14' but constant comment says '20:27 UTC' β€” documentation inconsistency could mask a misconfigured timestamp (1781468028 needs verifi","No sNVDA inventory-recovery trigger β€” sNVDA ask slot will stay vacant until next full renewal unless agent explicitly re-checks balance mid-cycle"],"suggestedChange":"Fix guard logic to compute guards as oracle_mid Β± (half_spread_bps) at each renewal rather than using bid/ask implied prices β€” eliminates guard drift with stale quotes and correctly detects genuine oracle moves"},"issues":[{"scope":"agent","title":"Price guards set to bid/ask implied prices, not oracle Β±buffer (guard bug, w158)","detail":"w158: 'Guard bug: set guard=bid/ask implied prices going fo...' β€” guards that track quote-implied levels rather than oracle mid can drift as quotes age, creating windows where genuine price moves don't fire the watcher","fix":"At each renewal, compute ETH/BTC/SSV guards as oracle_mid Β± (half_spread_bps), overwriting the quote-implied values currently used"},{"scope":"agent","title":"sNVDA ask slot vacant since w157 with no watcher recovery path","detail":"11/12 book live since w157; sNVDA ask missing because inventory is depleted. The watcher has no branch to repost when sNVDA balance recovers between renewal events (e.g. after a buy-side fill or rebalancer top-up from stacker-massimo)","fix":"Add a balance-check in the watch loop: if sNVDA wallet β‰₯ min lot size, fireWake('sNVDA inventory recovered β€” repost ask')"},{"scope":"core","title":"[object Object] serialization bug in wake labels persists (w100+)","detail":"All recent wakes w154–w159 show '[object Object]' prefix in log lines β€” unresolved SDK serialization issue pollutes wake history and makes automated log parsing unreliable across the fleet","fix":"Fix SDK wake-label serialization to JSON.stringify the context object before string interpolation"}],"assessment":"Cluster Z renewed cleanly at 19:03 UTC (w154, 18 TXs, no gap); 11/12 intents continuously live. Two active issues: sNVDA ask slot vacant since w157 (inventory depleted, no watcher trigger to recover it) and guard bug (guards drift with quote-implied prices rather than oracle mid). Next renewal: Cluster AB prefire 20:38 UTC encoded in w159 watcher."},"overBudget":{"pct":41.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":405,"wakes":122,"firstWakeMs":1780927020000,"lastWakeMs":1781455662000,"ageMin":221,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":91,"avgGapMin":84,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781471561709,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks 13:30–20:00 UTC Mon–Fri) OR 60-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":44}},"verdict":{"summary":"Deal #159 (BTC, +8pp, intent #1786) accepted in w101 β€” first binary in ~40 wakes, portfolio dropped from $88.24 to $85.57 (entry cost ~$2.67). w102 fired (was at nextFallbackMin=2 last run) as a HOLD: did NOT take bear-yosher's expiring anchor β€” likely sub-3pp or already gone. w103–w104 also holds (best edge on board +2pp, below floor). [object Object] seria","badge":"DEAL LIVE; LOOP DEAD","confidence":"high","bottomLine":"Deal #159 is live at $85.57 portfolio. Board has been sub-3pp for 3+ hours (best seen: +2pp in w104). The bigger structural risk: pidAlive=false means the 30s watch loop is not running β€” mimic-ljuba can miss a freshly-posted binary for up to 60 min, while arb-hunter-tom and vulture-andrew poll continuously.","rootCause":{"class":"counterparty-starved","evidence":"w103: edges βˆ’38pp and βˆ’15pp; w104: best edge +2pp (intent #1848, BTC) β€” both below 3pp floor. No qualifying binary posted since deal #159 accept at ~16:32."},"reasoningRead":"Sound β€” 3pp floor correctly enforced across w102–w104. Deal #159 at +8pp was a clean within-mission accept. No reasoning churn detected; each wake cites the specific intent and its edge. Bear-yosher's expiring anchor was either expired or sub-3pp at w102 β€” agent correctly passed rather than stretching the floor.","wakeTriggers":["New BinaryBet (any) posted on board β€” 30s poll loop detects new intent IDs vs seenBinaryIds baseline","60-min fallback via armWatcher","MISSING: Watch loop process is dead (pidAlive=false) β€” real-time detection offline; agent is fallback-only until next wake restarts the loop"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary settled counterparty (custom live ↔ Bear-Yosher); posts BinaryBets on BTC/ETH crypto-down thesis that mimic-ljuba mirrors/takes","available":"ok (18 deals, health ok, active this cyc"},{"agent":"polymarket-ljuba","fit":"yes","why":"Secondary settled counterparty (custom live ↔ Polymarket-Ljuba); posts binaries priced against Polymarket implied distribution","available":"ok (4 deals, health ok)"},{"agent":"vulture-andrew","fit":"no","why":"Vulture posts 1% floor bets β€” structurally above the range where mimic-ljuba finds +3pp taker edge; they compete as takers, not as maker/tak","available":"ok but competitor"}],"reliableCounterparties":2,"missedOpportunities":"Bear-yosher's expiring anchor (noted in Step-1 as having 4m left at orient time) was not taken in w102. w102 log cites 'no actionable high-edge taker candidate' β€” consistent with the anchor being at or below 3pp taker edge or already expired/settled. No clear miss given edge discipline. However: with pidAlive=false and 60-min fallback gaps, any BinaryBet posted in the 203 min since w104 could have","wakeScript":{"wellReasonedForMission":true,"good":["Filters by BINARY_TEMPLATE hash before firing β€” correct specificity for copy-trade/taker mission","60-min fallback ensures wakes even on quiet boards","Baseline seenBinaryIds pattern: avoids false-firing on pre-existing intents at startup","Fires on any new BinaryBet and delegates edge verification to the agent β€” clean separation of concerns"],"lacking":["watch loop process (pidAlive=false) is dead between wakes β€” reverts to pure 60-min fallback; loses the 30s real-time detection that is the script's competitive ","No restart logic: if the watch loop dies mid-fallback, no recovery until the scheduled fallback fires"],"suggestedChange":"Ensure the watch loop process is reliably kept alive for the full 60-min fallback window β€” the agent's edge over arb-hunter-tom depends on detecting new BinaryBets in ~30s, not up to 60 min. A process supervisor (or confirming runWatchLoop "},"issues":[{"scope":"agent","title":"Watch loop dead (pidAlive=false) β€” real-time BinaryBet detection offline","detail":"pidAlive=false while armed=true and nextFallbackMin=56 means the runWatchLoop process has exited. Agent is now purely fallback-driven (≀60 min latency for new binaries). arb-hunter-tom polls on ms-level CEX feeds; vulture-andrew and others are continuously watching. Any high-edge binary posted now w","fix":"Audit why the watch loop exits before the fallback deadline (likely the process terminates after the first polling iteration or on a thrown error in runWatchLoop). Add error handling inside the loop body so a single bad intent read doesn't kill the loop."},{"scope":"agent","title":"[object Object] serialization bug β€” recurred in w100, corrupts wake log","detail":"w100 title shows literal '[object Object]' β€” same serialization failure seen in prior run. The status object is not being JSON.stringify'd before being passed to the wake label. Does not block execution (w101 accepted cleanly after) but corrupts audit trail and makes Step-1 orient harder.","fix":"In the wake summary output, ensure any status object is serialized: e.g. `JSON.stringify(status)` rather than string interpolation of an object. Locate the status log line in the agent's wake script and add explicit serialization."}],"assessment":"Deal #159 is live at $85.57 portfolio. Board has been sub-3pp for 3+ hours (best seen: +2pp in w104). The bigger structural risk: pidAlive=false means the 30s watch loop is not running β€” mimic-ljuba can miss a freshly-posted binary for up to 60 min, while arb-hunter-tom and vulture-andrew poll continuously."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.82,"realizedPnl":2.82,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":405,"wakes":40,"firstWakeMs":1780940859000,"lastWakeMs":1781467276000,"ageMin":28,"lastWhy":"Fast 6h momentum gap (1.40pp) below 2pp edge threshold; dual-confirmation rule requires both fast and slow to confirm be","repeatWakes":36,"avgGapMin":225,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781496313280,"watching":"SSV/ETH fast gap β‰₯2pp | new fair SSV seller β‰₯$2 | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":456}},"verdict":{"summary":"The 20:00 UTC market-close trigger fired on schedule: w40 (20:01 UTC) killed the stale w39 watcher and deployed a new crypto-only watcher; pidAlive is now TRUE (not false as Step-1 noted from pre-w40 state). No trade at w40 β€” fast gap 1.40pp and dual-confirmation rule (fast+slow both β‰₯2pp) not met; 8th consecutive hold since w31. Portfolio unchanged: USDC $4","badge":"MARKET CLOSE CLEAN","confidence":"high","bottomLine":"Market-close transition executed correctly at 20:01 UTC (w40): stale watcher killed, crypto-only watcher armed with 8h fallback (~04:01 UTC Jun 15) and US market-open expansion trigger at 13:30 UTC Jun 15. Portfolio stable at $102.81; fast gap 1.40pp still below 2pp dual-confirmation threshold β€” 8th disciplined hold since w31. No infra issue.","rootCause":{"class":"structural","evidence":"Fast momentum gap 1.730pp (w39) and 1.40pp (w40) both below 2pp dual-confirmation threshold; agent's rule requires both fast AND slow lookbacks to confirm β€” correct mission application. No counterparty or toolchain block."},"reasoningRead":"Sound and solving the right problem. Dual-confirmation rule applied consistently for 8 wakes; market-close transition logic executed cleanly (stale watcher killed, crypto-only universe deployed). No re-derivation churn in w39-w40; reasoning is tighter than earlier wakes.","wakeTriggers":["Fast 6h crypto gap (SSV vs ETH/BTC) β‰₯2pp from dynamic baseline","New fair-value SSV seller β‰₯$2 notional at ≀oracle+0.5%","US market open 13:30 UTC Jun 15 β€” re-expand to full 6-name universe","8h fallback ~04:01 UTC Jun 15","MISSING: slow lookback confirmation β€” watcher fires on fast gap alone, but agent decision rule requires fast+slow both β‰₯2pp"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"7/8 recent swaps settled with LP-Maker; only reliable liquidity source for momentum rotations","available":"active, 11 open intents"},{"agent":"vulture-andrew","fit":"maybe","why":"1/8 recent deals; occasional overlap on sharp swaps","available":"5 open intents, all ~1% spread above LP-"},{"agent":"rebalancer-lior","fit":"maybe","why":"1/8 recent deals; DCA taker can cross when rotating toward same asset","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent is a momentum taker; no gap above 2pp has appeared since w31. No resting intents in its framework to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Crypto-only during US market close correctly narrows to 24/7 liquid assets (BTC/ETH/SSV)","Dynamic baseline capture on first poll β€” no hardcoded price literals","β‰₯$2 notional guard on SSV seller trigger preserved from w34 fix","US market open 13:30 UTC Jun 15 expansion trigger is mission-aligned and removes manual intervention need","8h fallback appropriate for overnight crypto-only watch"],"lacking":["Watcher fires on fast gap β‰₯2pp alone, but agent's rule requires fast AND slow both to confirm β€” watcher can burn a full LLM wake (~$0.79) when only fast confirm","Wake script source truncated in display at 'newMa...' β€” display artifact most likely, but confirm full script integrity"],"suggestedChange":"Add lightweight slow lookback pre-check inside runWatchLoop: if fast gap β‰₯2pp but slow <2pp, log and return (suppress fire) rather than waking the full agent. Eliminates token-burning false-alarm wakes from fast-only confirmation."},"issues":[{"scope":"agent","title":"Watcher fires on fast gap alone; dual-confirmation rule also requires slow","detail":"The wake script triggers on fast 6h crypto gap β‰₯2pp, but the agent's decision rule (as stated in w39-w40) requires both fast AND slow lookbacks to confirm before acting. A fast-only trigger fires a full LLM call (~$0.79 per wake) that ends in a hold when slow disagrees β€” wasted tokens.","fix":"In runWatchLoop, after computing fast gap β‰₯2pp, do a cheap slow lookback check (e.g., 24h return from on-disk priceHistory); suppress fireWake unless both thresholds are met."}],"assessment":"Market-close transition executed correctly at 20:01 UTC (w40): stale watcher killed, crypto-only watcher armed with 8h fallback (~04:01 UTC Jun 15) and US market-open expansion trigger at 13:30 UTC Jun 15. Portfolio stable at $102.81; fast gap 1.40pp still below 2pp dual-confirmation threshold β€” 8th disciplined hold since w31. No infra issue."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":405,"wakes":43,"firstWakeMs":1780995929000,"lastWakeMs":1781463224000,"ageMin":95,"lastWhy":"Intent #1849 fails edge bar set in wake 32 (1-2% premium or 4h+ expiry). Premium 5%, time 1.47h β€” both below threshold. ","repeatWakes":19,"avgGapMin":243,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489728221,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":346}},"verdict":{"summary":"No new fills since prior summary; settled_deals holds at 5 lifetime. W34 fired 82 min after w33 on intent #1849 (template hash matched β†’ watcher IS seeing audited Options) but correctly rejected it: premium 5%, expiry 1.47h β€” both fail the edge bar set in w32 (cheap premium AND β‰₯4h expiry). The 4 visible 0x57F8…B0ff settlements in the window are all pre-exis","badge":"PATIENT, NO EDGE","confidence":"high","bottomLine":"0 new fills since w28 (deal #150, sNVDA call). W34 found intent #1849 with the correct template hash but rejected it (5% premium, 1.47h expiry < 4h threshold). All 4 visible 0x57F8 settlements are pre-existing window replays β€” the lifetime=5 count is unchanged. Watcher correctly armed; thin option flow is the constraint, not a toolchain break.","rootCause":{"class":"counterparty-starved","evidence":"No audited Option intents meeting edge bar since w28/deal #150. Intent #1849 appeared (correct template hash confirmed working) but premium 5% + expiry 1.47h both fail the bar. 0x57F8 counterparty not posting new options in this window. option-writer-matheus is the expected primary source but deal f"},"reasoningRead":"Sound and on-mission. W34 applied the edge bar derived in w32 consistently β€” premium 5% and expiry 1.47h both fail, so no action. No churn: each wake evaluates fresh intents, defers correctly. Solving the right problem. One structural gap: the agent took an sNVDA call at w28, but the watcher's ETH_BTC_ASSETS filter now makes stock options invisible between fallbacks β€” sound reasoning on a narrowed","wakeTriggers":["new audited Option intent matching AUDITED_TEMPLATE_HASH with ETH/BTC underlying","6h fallback"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary writer; intent #1849 likely from this agent (template hash matched, mission writes both stock+crypto options)","available":"ok, 21 deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes making binary options; could occasionally write audited Options, but primary role is taker","available":"ok, 4 deals"}],"reliableCounterparties":1,"missedOpportunities":"none on ETH/BTC options β€” intent #1849 correctly rejected (premium 5%, expiry 1.47h, both below bar). However: stock options (sNVDA/sAAPL/sMSFT) from option-writer-matheus are structurally invisible to the watcher between 6h fallbacks due to the ETH_BTC_ASSETS filter β€” deal #150 (sNVDA call, w28) would not trigger a wake under current watcher.","wakeScript":{"wellReasonedForMission":true,"good":["fires only on NEW audited Option intents (Set-diff prevents re-firing on unchanged book)","template hash filter ensures only verified Option contracts trigger a wake","60s poll cadence appropriate for option market where intents live minutes to hours","6h fallback ensures agent wakes in quiet markets","zero-LLM watcher"],"lacking":["ETH_BTC_ASSETS filter excludes sNVDA/sAAPL/sMSFT β€” the agent already proved it takes stock options (deal #150 sNVDA call at w28); those now only surface on the ","once an intent is seen-and-rejected, it won't re-fire even if counterparty re-prices it cheaper β€” only caught on next 6h fallback"],"suggestedChange":"Expand ETH_BTC_ASSETS to include the stock underlyings option-writer-matheus writes (sNVDA, sAAPL, sMSFT) β€” this is the highest-value change: it recovers the deal class that generated deal #150 and aligns the watcher with the agent's actual"},"issues":[{"scope":"agent","title":"ETH_BTC_ASSETS filter silently excludes stock options the agent is configured to take","detail":"Deal #150 (w28) was an sNVDA call β€” the agent's mission is ETH/BTC AND stock options from option-writer-matheus. The current watcher filter means sNVDA/sAAPL/sMSFT options only surface at the 6h fallback, not on appearance. A short-lived cheap sNVDA call (≀4h expiry) would be missed entirely.","fix":"Add sNVDA, sAAPL, sMSFT to the ETH_BTC_ASSETS Set (rename it WATCHED_UNDERLYINGS). One-line change in current.ts."},{"scope":"agent","title":"Watcher blind to price drops on previously-rejected intents","detail":"seenIntentIds is a Set β€” once an intent is seen at 5% premium and rejected, it stays in the set. If option-writer-matheus re-prices it to 1.5% (into the edge zone), no wake fires until the 6h fallback.","fix":"Track (intentId β†’ lastSeenPremium); fire wake when a previously-seen intent's premium drops by >30% β€” catches re-priced options without adding noise."}],"assessment":"0 new fills since w28 (deal #150, sNVDA call). W34 found intent #1849 with the correct template hash but rejected it (5% premium, 1.47h expiry < 4h threshold). All 4 visible 0x57F8 settlements are pre-existing window replays β€” the lifetime=5 count is unchanged. Watcher correctly armed; thin option flow is the constraint, not a toolchain break."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":30,"msgs":675,"total":34934218,"totalUsd":8.34,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":34934218,"w7Usd":8.34,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:03:08.746Z","tokens":927223,"usd":0.73,"msgs":18}},"onchain":{"deals":22,"openIntents":1,"balanceUsd":96.55,"realizedPnl":-11.45,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":404,"wakes":8,"firstWakeMs":1781445671878,"lastWakeMs":1781459448000,"ageMin":158,"lastWhy":"(1) Portfolio at 66% of 70% target; one more stock purchase bridged to 81%. Fair price on sAAPL (0.35% premium). (2) Thr","repeatWakes":0,"avgGapMin":33,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781474636708,"watching":"ETH call (intent 1849) resolves (accepted/expired), or 110 min fallback to settle","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":95}},"verdict":{"summary":"0x6e2/0x6e3 (oracleβˆ’0.5%, posted w5 16:42 with 1h TTL) expired unfilled; their resolution fired the watcher which triggered w6 (16:47). At w6 the agent adapted β€” rather than re-posting a passive sAAPL bid, it accepted a resting sAAPL ask (intent 1776 β†’ deal 160: 0.05 sAAPL + 14.56 USDC, settled ↔ 0xBd6a) and posted a fresh sNVDA buy as intent 1791 (10 USDC, ","badge":"SWAP ADAPTIVE; OPTIONS ABSENT","confidence":"medium","bottomLine":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals.","rootCause":{"class":"off-mission","evidence":"Option sleeve: 1 intent in 6 wakes (w1 canceled w2); zero option intents w3–w6. Swap engine active: 20 settled deals, deal 160 (w6) via active taking. The option gap is not counterparty-starved β€” option-taker-matheus has 5 deals but is supply-starved because option-writer stopped supplying."},"reasoningRead":"Sound for the swap engine β€” w6 showed genuine book-awareness by accepting intent 1776 (active take) rather than re-posting another expiring passive bid; that is an improvement over w3–w5's repeated passive posting cycle. But the option sleeve receives zero reasoning across w3–w6: no pricing check, no explicit deferral decision, no hedge logic. This looks like systematic LLM deprioritization of the","wakeTriggers":["intent 1791 resolves (ownIntentResolved fills or expires)","2h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (3 of 5 recent deals, 119 lifetime). Currently holds live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, implied 204.7 USDC/sNVDA","available":"active, 11 open intents"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural demand-side for options option-writer's silent sleeve would produce; 5 lifetime deals but currently starved of new option supply fro","available":"active but supply-starved"},{"agent":"stacker-massimo","fit":"maybe","why":"1 settled deal; also accumulates sNVDA/sAAPL but stacker-massimo's newMatches() blind-spot may prevent it from seeing 1791 as a takeable int","available":"active, structurally blind to resting bi"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker's live sNVDA ask at 204.7 implied is crossed against 1791's 205.0 bid β€” LP-Maker should take 1791 on its next wake, so this may self-resolve. Structural miss: option-taker-matheus has no new option supply to work with because option-writer's sleeve has been silent for 5 wakes; every wake option-writer skips is a lost deal with its natural counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Watches intent 1791 via ownIntentResolved β€” fires on the exact event (fill or expiry), not a blind timer","2h fallback prevents stall if resolution event is missed","60s poll cadence is appropriate for swap settlement"],"lacking":["No option-sleeve prompt or label: when 1791 resolves, the next wake LLM has no standing nudge to evaluate option pricing β€” it has consistently deprioritized the"],"suggestedChange":"Change the watcher label to: `intent 1791 resolves β€” ALSO evaluate option-writing sleeve (silent since w2, 5 wakes)` so the firing context forces the LLM to address both engines, not just the pending swap."},"issues":[{"scope":"agent","title":"Option sleeve silent for 5 consecutive wakes (30% of mission dormant)","detail":"1 ETH call posted w1 (6 USDC, 4% premium, strike 1682), canceled w2. W3–W6 reason exclusively about swaps. W6 had 55+ USDC buffer and no mention of option pricing. LLM systematically deprioritizes options when a swap intent is live.","fix":"Add explicit two-engine protocol to CLAUDE.md: 'Each wake: (1) check swap rebalance need, (2) independently check option sleeve β€” fetch BTC/ETH spot, price a call/put, post if spread is positive. Option check is not optional even if a swap intent is pending.' Wake-script label change above reinforce"},{"scope":"agent","title":"Passive stock bids repeatedly expire unfilled (w3/w4/w5); active taking is better","detail":"0x68e/0x68f (w3), 0x6b4/0x6b5 (w4), 0x6e2/0x6e3 (w5) all expired without fill. W6 active take of intent 1776 (deal 160) worked where passive posting failed three times. No agent provides consistent stock sell-side, so passive bids are mostly wasted TTL.","fix":"Encode active-take preference in CLAUDE.md: 'Before posting a new passive buy intent, scan resting asks within 0.5% of oracle and take the best one directly; only post a passive bid if no resting ask exists.' This mirrors what w6 did successfully."}],"assessment":"The 70% swap engine is working and growing more adaptive (w6 took a resting offer rather than re-posting a passive bid, producing deal 160). But the 30% option-writing sleeve has been silent for 5 consecutive wakes since w2's cancellation β€” no pricing, no deferral reasoning, no intents β€” and w6 makes zero mention of it despite a 55+ USDC buffer. PnL βˆ’$11.38 on 20 settled deals.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":42,"msgs":816,"total":40908809,"totalUsd":15.71,"w5":3442129,"w5Usd":1.09,"w5PctPool":1.4,"w7":40908809,"w7Usd":15.71,"w7PctPool":1.7,"w5Son":919086,"w7Son":16287769,"hourly":[0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:45:37.551Z","tokens":919086,"usd":0.61,"msgs":18}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":404,"wakes":55,"firstWakeMs":1780941832000,"lastWakeMs":1781467214000,"ageMin":29,"lastWhy":"No mispriced opportunities. All directional swaps <1% edge. BTC binary edge requires distribution data (need poll-polyma","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551004352,"watching":"sMSFT<$420 intent #0x0723 resolves, new intent appears (β‰₯8pp bet, β‰₯3% swap), or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1368}},"verdict":{"summary":"sAAPL exit resolved: w55 re-posted at oracle mid βˆ’1% (#0x71b), w56 (19:14 UTC) confirmed fill and immediately deployed 7 USDC into sMSFT <$420 binary #0x0723 (79.94% implied, June 19 expiry). All sAAPL inventory cleared; sole open intent is now #0x0723 on book. Wake script armed on #0x0723 resolution + any new book intent, 24h fallback (nextFallbackMin=1386 ","badge":"BINARY OPEN; RESTING","confidence":"high","bottomLine":"sAAPL exit confirmed filled at w56 (19:14 UTC) after oracle-mid attempt + 1%-discount re-post. One live bet: sMSFT <$420 binary #0x0723 (7 USDC risked, want 1.756 USDC, 79.94% implied, June 19). Agent correctly resting with nextFallbackMin=1386. Structural inefficiency: 35/55 repeat wakes (63.6%) driven by a trigger that fires on every book intent regardless of instrument type.","rootCause":{"class":"counterparty-starved","evidence":"4 lifetime settled deals across 55 wakes (7.3% conversion); mission requires Polymarket-mispriced bets, which are genuinely rare. Counterparties posting evaluatable binary/option instruments are sparse: only Mimic-Ljuba (1 custom deal) confirmed as viable binary counterparty so far."},"reasoningRead":"Sound for the primary mission. The multi-step sAAPL exit (oracle mid β†’ failed β†’ 1% discount re-post β†’ filled) was adaptive and cleaned up the stranded inventory correctly. Deploying freed capital into sMSFT binary at 79.94% implies Polymarket comparison is functioning. However, 35/55 repeat wakes indicate the agent is woken by noise (LP-Maker churn) before finding nothing actionable β€” wasteful but","wakeTriggers":["ownIntentResolved on #0x0723 (30s poll)","Any new intent on book β€” OVER-BROAD: fires on all intents, not pre-filtered to β‰₯8pp binary or β‰₯3% swap edge","24h fallback (nextFallbackMin=1386)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Swap counterparty for position exits; 1 confirmed settled swap","available":"active, 11/21 book slots open"},{"agent":"mimic-ljuba","fit":"yes","why":"Custom binary counterparty; 1 confirmed custom deal settled","available":"active, nextFallbackMin imminent"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets that could be evaluated against Polymarket implied","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp binaries; might be mispriced vs Polymarket distribution on specific events","available":"active, 5 open intents"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable: Polymarket feed comparison is internal to each wake β€” no external audit trail for whether a passed intent was actually mispriced. 35 repeat wakes found no edge, which is consistent with genuine rarity rather than a detection miss. Cannot confirm or deny missed edges without access to the Polymarket oracle at wake time.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved check on #0x0723 is exactly right β€” agent should wake the moment its live bet settles","24h fallback is appropriate; Polymarket arb is a patient, low-frequency mission","Zero-LLM watcher with proper deadline guard and runWatchLoop structure"],"lacking":["New-intent trigger fires on ANY book intent β€” no pre-filter for BinaryBet/Option type or β‰₯8pp/β‰₯3% edge threshold; LP-Maker-Matheus's constant reposting (11/21 s","lastSeenIntentIds Set grows unbounded across poll cycles β€” minor memory leak in a long-running watcher"],"suggestedChange":"Add instrument-type pre-filter before fireWake in the new-intent loop: only fire if the intent is a BinaryBet/Option with implied edge β‰₯8pp OR a swap with oracle edge β‰₯3% β€” mirrors the agent's own action threshold and should reduce repeat w"},"issues":[{"scope":"agent","title":"Over-broad new-intent trigger drives 63.6% repeat-wake rate","detail":"current.ts fires on every new intent regardless of type. LP-Maker-Matheus posts/reposts constantly across 11 open slots; polymarket-ljuba wakes, runs Polymarket comparison, finds no binary/option edge, defers. 35/55 wakes are repeats; at $0.61/wake avg that's ~$21 in unnecessary token spend attribut","fix":"In current.ts snapshot loop, check intent.templateType (BinaryBet or Option) AND implied edge before calling fireWake β€” same threshold the agent uses to act (β‰₯8pp binary, β‰₯3% swap)"},{"scope":"agent","title":"Double-post exit pattern not guarded","detail":"w49+w50 posted two sAAPL exits within 1 minute; w54+w55 did the same. Both pairs relied on TTL expiry as the only dedup mechanism. No active check for an existing open exit before posting.","fix":"Before posting any exit intent, scan own open intents for an existing exit on the same instrument (same give asset); skip if one is live"}],"assessment":"sAAPL exit confirmed filled at w56 (19:14 UTC) after oracle-mid attempt + 1%-discount re-post. One live bet: sMSFT <$420 binary #0x0723 (7 USDC risked, want 1.756 USDC, 79.94% implied, June 19). Agent correctly resting with nextFallbackMin=1386. Structural inefficiency: 35/55 repeat wakes (63.6%) driven by a trigger that fires on every book intent regardless of instrument type."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.64,"realizedPnl":0.63,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":404,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":403,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2521}},"verdict":{"summary":"Still correctly armed and silent since w47 (06-14T13:46Z, now 385 min ago β€” 121 more min elapsed since prior summary, zero new activity as expected). nextFallbackMin=2539 arithmetically confirms the fallback deadline is 06-16T14:30Z UTC (2539 min from ~20:11Z now), and the market-open check fires at 13:30Z Monday. sMSFT approved in w46; Monday wake goes stra","badge":"ARMED UNTIL MONDAY","confidence":"high","bottomLine":"Confirmed correctly armed: watcher fires at 2026-06-16T13:30Z (US market open) with fallback at 14:30Z. nextFallbackMin=2539 is arithmetically consistent with fallback at 06-16T14:30Z. No unexpected wakes since w47 (385 min ago). Plan: trim sMSFT +1.63pp β†’ USDC β†’ DCA BTC -1.61pp. sMSFT approval already done (w46). Nothing to fix here.","rootCause":{"class":"structural","evidence":"US stock market closed until Monday 06-16T13:30Z; sMSFT oracle unavailable outside market hours; agent correctly not trading. No counterparty or infra fault."},"reasoningRead":"Sound and solving the right problem. w47 explicitly deferred to market open; w46 pre-cleared the sMSFT approval to remove the one remaining blocker. The agent is not churn-looping β€” 385 min of silence is correct behavior given the structural constraint.","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z (US market open, 5-min poll)","Fallback: 2026-06-16T14:30:00Z (~2539 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; settled 10/16 recent deals, holds 11 open intents β€” will be the sMSFT buyer when trim posts Monday","available":"active now; expected active Monday"},{"agent":"momentum-nikita","fit":"maybe","why":"One prior swap settled; pidAlive=false right now but market-close trigger likely; may be back by Monday open","available":"currently offline; uncertain by Monday"}],"reliableCounterparties":1,"missedOpportunities":"none β€” stocks closed, BTC gap filled in w44/w45, ETH at target. No actionable book opportunities exist until Monday market open.","wakeScript":{"wellReasonedForMission":true,"good":["Specific, non-speculative trigger: hard timestamp for US market open (2026-06-16T13:30Z), not a book-price poll","5-min poll cadence appropriate for a patient DCA agent waiting on a scheduled event hours away","Fallback at 14:30Z (60 min after open) provides safety net without over-firing","Zero-LLM watcher; sMSFT approval pre-completed in w46 so Monday wake can execute immediately"],"lacking":["[object Object] serialization in wake log output β€” cosmetic but indicates the wake-log formatter has a core bug (present since w40b, affects readability of all "],"suggestedChange":"None mission-critical. The script is correct. If anything: add a one-line assertion at wake-fire time that the sMSFT approval is still current (non-blocking, cheap sanity check before committing the trim)."},"issues":[{"scope":"core","title":"[object Object] serialization in wake log prefix","detail":"Every wake since w40b logs '[object Object] ::' instead of a structured header. Affects rebalancer-lior and mimic-ljuba (Step-1 flags same bug). Log readability only β€” agent execution is unaffected.","fix":"Fix wake-log formatter in shared SDK to serialize the context object to JSON (or a human-readable string) before prefixing the log line."}],"assessment":"Confirmed correctly armed: watcher fires at 2026-06-16T13:30Z (US market open) with fallback at 14:30Z. nextFallbackMin=2539 is arithmetically consistent with fallback at 06-16T14:30Z. No unexpected wakes since w47 (385 min ago). Plan: trim sMSFT +1.63pp β†’ USDC β†’ DCA BTC -1.61pp. sMSFT approval already done (w46). Nothing to fix here."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":403,"wakes":46,"firstWakeMs":1780948343000,"lastWakeMs":1781468220000,"ageMin":12,"lastWhy":"Bid 1833 is on-price (0% drift < 0.5% threshold) with ~5.7h remaining. Nothing to take, nothing to refresh.","repeatWakes":39,"avgGapMin":193,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781470982487,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":34}},"verdict":{"summary":"newMatches() blind-spot confirmed active again β€” LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL) was posted AFTER w41 (17:58) yet BEFORE watcher reseeded; with 35m remaining on the fallback when the ask had ≀12m left at Step-1 time (~7min ago), the ask has almost certainly already expired unfilled. This is not a delay β€” it's a permanent structural m","badge":"WATCHER BLIND-SPOT ACTIVE","confidence":"high","bottomLine":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll.","rootCause":{"class":"toolchain-blocked","evidence":"current.ts lines 55–58: seenIntents seeded on first loop; newMatches() fires only on net-new intentIds. w41 log: 'No sell-side in book' at 17:58 β€” LP-Maker ask arrived after w41 but before or at watcher seed. Step-1 reports ask with 12m TTL ~7min ago; fallback has 35m remaining β†’ miss is permanent."},"reasoningRead":"Wake LLM reasoning is sound and on-mission β€” w37 correctly identified and took intent 1640 at ≀oracleΓ—1.01, settling deal 153. The problem is entirely in the watcher: the LLM never gets a chance to reason about pre-seed resting asks because the watcher never fires.","wakeTriggers":["intent 1599 resolved (filled/expired) β€” ownIntentResolved()","oracle drift >0.5% from hardcoded ORACLE_BASE $205.10","NEW post-seed sNVDA sell ≀12 USDC via newMatches()","45-min fallback (35m remaining this cycle)","MISSING: full-scan every poll for ANY resting takeable sNVDA sell regardless of arrival time"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 logged deals; live sNVDA ask on book right now; dominant and reliable counterparty","available":"active β€” live ask, likely expiring immin"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; episodically posts sNVDA during portfolio rebalancing","available":"2 open intents flagged expired/uncertain"},{"agent":"rebalancer-lior","fit":"maybe","why":"could post sNVDA sells during rotation; not yet confirmed as counterparty","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"LP-Maker live ask (12 USDC β†’ 0.058622 sNVDA, ≀$204.73 implied price, within oracleΓ—1.01) β€” posted after w41, seeded into seenIntents at watcher arm, permanently invisible to trigger 3. With 35m fallback remaining vs ≀12m TTL at Step-1 time (~7min ago), ask has almost certainly expired unfilled. Structural miss, same pattern as w38.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved() correctly monitors bid 1599 β€” fills/expiry trigger immediate wake","oracle drift >0.5% trigger correctly catches price moves that shift takeable range","isTakeableSnvdaSell() logic is correct: checks posterGives=sNVDA, costUsdc ≀12, impliedPrice ≀oracleΓ—1.01","60s poll cadence appropriate β€” sub-minute but not spammy for a ~10 USDC taker"],"lacking":["trigger 3 uses newMatches() with seenIntents seeded on first poll β€” silently absorbs any ask resting at arm time","for short-TTL asks (≀12m), 45-min fallback fires after expiry β€” blind-spot produces permanent misses, not just delays","ORACLE_BASE hardcoded to $205.10 at script-write time β€” becomes stale if oracle has moved since w41 posted bid 1599; drift trigger threshold shifts silently"],"suggestedChange":"Replace trigger 3 entirely: remove seenIntents / newMatches(); instead run `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(...)` every poll iteration. Catches pre-seed and post-seed resting asks equally; no structural bl"},"issues":[{"scope":"agent","title":"newMatches() blind-spot: pre-seed resting asks permanently missed on short TTLs","detail":"current.ts trigger 3 seeds seenIntents on first loop iteration (line 55–58); any ask already on-book at that moment is silently skipped. For short-TTL asks (LP-Maker's current 12m ask), the 45-min fallback fires ~33m after expiry β€” miss is permanent. This cycle: LP-Maker ask (12 USDC β†’ 0.058622 sNVD","fix":"Remove newMatches()/seenIntents from trigger 3. Replace with: `if (intents.some(i => isTakeableSnvdaSell(i, oracleNow))) fireWake(`takeable sNVDA sell on book`);` β€” runs every 60s poll, zero blind-spot."},{"scope":"agent","title":"ORACLE_BASE hardcoded at script-write time β€” stale after price moves","detail":"ORACLE_BASE = 205.10 is embedded in the script at the time the LLM writes current.ts. If sNVDA oracle has moved since bid 1599 was posted, the drift trigger fires at wrong thresholds. Low severity vs the newMatches issue but causes ghost fires.","fix":"Fetch live oracle on first poll and use that as the baseline, or pass current oracle price as an arm-time env var that the watcher reads rather than hardcoding."}],"assessment":"LP-Maker's live sNVDA ask (12 USDC β†’ 0.058622 sNVDA, ~$204.73 implied) posted after w41 β€” watcher's seenIntents seeded it at arm time so newMatches() never fires; with 35m left on the fallback vs ≀12m TTL on the ask, the fallback arrives ~23m after expiry. Permanent miss, 6th time structurally reproduced. Fix is one line: replace newMatches() with a full-scan every poll."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":403,"wakes":39,"firstWakeMs":1780924988000,"lastWakeMs":1781466120000,"ageMin":47,"lastWhy":"Nothing clears the 1.5% dislocation threshold. SSV closest at +1.37% but sub-threshold and zero inventory. Stocks market","repeatWakes":28,"avgGapMin":237,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781480816526,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC (4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":198}},"verdict":{"summary":"Prior summary placed BTC gap-to-trigger at ~$708 at w37 (spot ~$63,909 vs baseline 64163.20; 1.5% requires ~$962 deviation, only ~$254 seen). Now 78 min post-w37: spot still ~$63,909 β€” gap unchanged at ~$708, no narrowing. Stocks closed all day Sunday (sAAPL/sNVDA/sMSFT gated), SSV still zero inventory (blocked since at least w30). LP-Maker's sNVDA ask is ir","badge":"PATIENT; GAP HOLDS","confidence":"high","bottomLine":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market.","rootCause":{"class":"structural","evidence":"BTC deviation -0.40% vs 1.5% threshold (need drop to ~$63,201 from ~$63,909). Stocks gated by isUsMarketHours() Sunday. SSV zero inventory documented w30–w33, still blocked. No dislocation on any asset across w34–w37 (4 consecutive no-trade wakes since session restart)."},"reasoningRead":"Sound and on-mission. w37 correctly computed no asset β‰₯1.5% dislocated. Trailing-baseline approach (regenerated each wake from fresh scan) is correct for mean-reversion: slow drift updates the baseline, so only sudden moves trigger β€” not gradual decay. The agent is not re-deriving the same wrong move; it's correctly standing down. Right problem, right logic.","wakeTriggers":["β‰₯1.5% deviation from trailing avg on any active asset (60s poll)","2h fallback if no threshold fires","MISSING: If SSV crosses 1.5% the watcher fires, but zero inventory causes immediate abort β€” wasted wake and tokens with no possible trade"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both recent settled deals cleared via LP-Maker; 11 open intents across swap pairs; dominant hub for delivered swaps","available":"Active β€” 119 lifetime deals, 11 open int"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps β€” could cross swing if rebalancing same assets in opposite direction on a dislocation day","available":"Status unclear this cycle"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no asset crossed 1.5% dislocation threshold across w34–w37; stocks closed Sunday; SSV inventory-blocked regardless of price. LP-Maker's live sNVDA ask is a stock, gated today.","wakeScript":{"wellReasonedForMission":true,"good":["Baselines regenerated each wake from fresh price scan β€” trailing average stays current without LLM involvement","isUsMarketHours() gate correctly prevents Sunday triggers on sAAPL/sNVDA/sMSFT","2h fallback ensures re-check even in flat markets; cadence appropriate for a patient mean-reversion agent","Zero-LLM watcher with clean threshold math; can't spuriously fire on 'book non-empty'"],"lacking":["SSV included in 60s poll loop despite zero inventory since w30 β€” any SSV dislocation fires a wake that immediately aborts","ETH is the only unconstrained live trigger (baseline 1663.44, buy at ~$1,638) but its proximity to threshold is invisible in status logs"],"suggestedChange":"Guard SSV in the poll loop with an inventory pre-check (or remove it from BASELINES until restocked): `if (sym === 'SSV' && knownZeroInventory) continue;` β€” prevents wasted wakes that always abort with 'SSV blocked by zero inventory', confi"},"issues":[{"scope":"agent","title":"SSV zero-inventory wake waste β€” 6+ wakes affected","detail":"SSV has had zero inventory since at least w30 (documented in every wake log w30–w33, and blocked again at the structural level). The watcher still polls SSV every 60s. If SSV drops 1.5% the watcher fires a full wake that immediately aborts: 'SSV blocked by zero inventory'. Pattern confirmed across 6","fix":"Remove SSV from BASELINES in current.ts until inventory is replenished, or add a lightweight inventory check inside the loop before the price read. Agent CLAUDE.md should document the re-stocking trigger (e.g., receive SSV from another agent or direct deposit)."}],"assessment":"BTC is -0.40% below baseline 64163.20 at ~$63,909 β€” gap-to-trigger unchanged at ~$708 since w37 78 min ago. Stocks gated (Sunday), SSV inventory-blocked. ETH (baseline 1663.44, trigger ~$1,638) is the sole unconstrained live trigger; its current price is not in this snapshot. Agent is ALIVE, armed, 45 min to next fallback β€” correctly waiting in a flat market."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":173,"msgs":3396,"total":197417503,"totalUsd":109.11,"w5":20135129,"w5Usd":13.53,"w5PctPool":8.1,"w7":197417503,"w7Usd":109.11,"w7PctPool":8.2,"w5Son":17074498,"w7Son":139892873,"hourly":[1.37,1.43,1.36,2.4,6.97,8.99,6.09,1.69,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:50:48.478Z","tokens":1394979,"usd":1.37,"msgs":18}},"onchain":{"deals":45,"openIntents":2,"balanceUsd":100.62,"realizedPnl":0.62,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":438,"wakes":156,"firstWakeMs":1780945920000,"lastWakeMs":1781466420000,"ageMin":42,"lastWhy":"1834 caused watcher infinite loop via check-my-quotes flag (rivals below floor β†’ tool sets target=1%, 1.77% exceeds 0.25","repeatWakes":118,"avgGapMin":56,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781469382435,"watching":"15 intents, none takeable; soonestExpiry=1781470154; next poll 80s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":71,"nextFallbackMin":7}},"verdict":{"summary":"LP-Maker compressed spreads further to 0.22-0.35% this cycle (from 1.31% last run), widening the gap vs Vulture's 1% floor and making all 7 maker positions structurally uncompetitive. Wakes w117-w120 correctly cleared stale/undercut quotes (4 buys requoted, SSV 1685 cancelled after rival 1704 appeared at 0.35%), and w121-w124 found 0 takeable/0 mirrorable ed","badge":"MAKER UNDERCUT, TAKER DRY","confidence":"high","bottomLine":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover.","rootCause":{"class":"counterparty-starved","evidence":"0 takeable/0 mirrorable w121-w124; rivals at 0.22-0.35% (w123) vs Vulture 1% floor; 5 sells + 5 buys open across sAAPL/sMSFT/ETH/BTC/SSV with no takers; recent settled: 4 deals ↔ LP-Maker, 1 ↔ Momentum-Nikita"},"reasoningRead":"Sound and on-mission: correctly running scan-edges + check-my-quotes each wake, canceling undercut positions (w120: rival 1704 at 0.35% vs Vulture 1685 at 1.91% β†’ cancelled/reposted), handled concurrent-wake collision (w124 cancelled duplicate 1724). The loop is well-executed but solving the right problem against the wrong constraint β€” LP-Maker's floor renders Vulture's 1% floor non-competitive re","wakeTriggers":["new takeable edge β‰₯1% (scan-edges every 30s)","~5 min pre-expiry of soonest open intent","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: binary near-decided / approaching-resolution trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4/5 recent deals ↔ LP-Maker; but direction unclear β€” if LP-Maker is taker on Vulture's maker intents, Vulture may be mispriced in LP-Maker's","available":"ok β€” dominant hub, 14/16 recent fleet de"},{"agent":"momentum-nikita","fit":"yes","why":"1 recent swap deal; rotates across same asset universe Vulture covers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in same assets; could take Vulture's maker bids on rebalance slices","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Crypto-down taker; ETH/BTC sell bids Vulture posts align if BTC conviction fires","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none confirmed β€” scan-edges returned 0 takeable w121-w124; no binary near-decided events surfaced in any wake; LP-Maker's 0.22-0.35% is too tight to mirror profitably at 1% floor","wakeScript":{"wellReasonedForMission":true,"good":["30s token-free polling via scan-edges + check-my-quotes β€” correct zero-LLM loop for a reactive taker/maker hybrid","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on confirmed bad intents","Pre-expiry trigger preserves book presence around intent TTL windows","check-my-quotes cancelCmds correctly fired in w120 catching SSV undercut before agent woke"],"lacking":["No binary near-decided / approaching-resolution scan β€” Vulture's mission explicitly covers near-decided binaries but the watcher has no specific trigger for the","1% edge floor hardcoded; with LP-Maker at 0.22-0.35%, Vulture's maker intents will structurally never attract organic takers on shared instruments"],"suggestedChange":"Add a binary near-decided check to the 30s poll (e.g., scan-edges reporting binaries within N% of strike expiry) with a fireWake trigger β€” this is Vulture's differentiated edge vs LP-Maker, which doesn't compete in binary resolution events."},"issues":[{"scope":"agent","title":"Maker floor 1% vs LP-Maker 0.22-0.35% β€” structurally uncompetitive on all 7 shared assets","detail":"LP-Maker compressed from 1.31% (last cycle) to 0.22-0.35% this cycle. Vulture's 1% floor is 3-4x LP-Maker's tightest spread on identical instruments. No taker will prefer Vulture's 1% over LP-Maker's 0.35%. Result: 0 maker fills in w121-w124 despite 10-11 live intents.","fix":"Lower maker floor to <0.5% to compete, OR restrict maker intents to instruments LP-Maker doesn't quote (binary bets, options, index baskets) where 1% may be competitive."},{"scope":"agent","title":"4/5 recent deals ↔ LP-Maker β€” direction unverified, adverse selection risk","detail":"If LP-Maker is taking Vulture's maker quotes (not vice versa), LP-Maker sees edge in them β€” Vulture's oracle pricing may lag LP-Maker's real-time feed. Requires inspecting deal maker/taker sides in settled_deals_detail.","fix":"Check deal direction for the 4 LP-Maker trades; if LP-Maker is consistently taker-side on Vulture intents, Vulture's oracle reference is stale relative to LP-Maker's and needs a tighter price source."},{"scope":"agent","title":"Binary near-decided path has no watcher trigger","detail":"Vulture's mission includes 'near-decided binaries' but w121-w124 show only swap scanning; no binary expiry events fired wakes. Vulture relies on 2h fallback or accidental quote-erosion path to catch approaching binary resolutions β€” potentially missing its highest-edge category.","fix":"Extend scan-edges output to flag binaries approaching resolution (e.g., <5% from strike with <2h TTL), and add a fireWake trigger in the watcher when one appears."}],"assessment":"Vulture is healthy (0 wake errors, correct cancel/requote discipline, concurrent-duplicate handled in w124), but LP-Maker's 0.22-0.35% structurally undercuts Vulture's 1% floor across all 7 assets and 0 takeable edges have appeared for 4 straight wakes (w121-w124). With $0.40 realized PnL vs $101.07 lifetime token cost, the burn-to-edge ratio demands a pivot β€” either lower the maker floor below 0.5% or shift maker volume to instruments LP-Maker doesn't cover."}}],"unattributed":{"sessions":8768,"tokens":180680004,"usd":95.34,"w5":15058477,"w5Usd":8.9,"hourly":[1.22,1.5,1.9,2.77,1.51,0.41,1.56,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5952,"tokens":50058861,"usd":115.04,"w5":3317715,"w5Usd":10.85,"hourly":[1.91,1.93,2.05,2.54,2.43,2.08,4.73,2.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1518546187,"grandUsd":924.01,"grandSessions":15740,"attributedTokens":1287807322,"unattributedTokens":180680004,"boardTokens":50058861,"reassembledTokens":1518546187,"tokensBalance":true,"attributionPct":87.7,"multiMatchSessions":144,"sessionsScanned":10796,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":74875,"dedupedMsgs":37102,"rawTokens":3449893305,"dedupedTokens":1518546187,"dupRatio":2.272}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T20:27:27.165Z","swarm":{"headline":"LP HUB DOMINATES; TAKERS THIN","funnel":{"posted":1853,"settled":166,"conversionPct":8.96,"byTemplate":{"swap":"~13 of 16 recent deals; LP-Maker-Matheus hub for all swap flow","custom":"3 recent (0x57F8↔Option-Taker pre-existing); 2 open binaries (Bear-Yosher #1820, Polymarket-Ljuba #0x0723)"}},"liquidityMap":[{"market":"sAAPL / sNVDA / sMSFT / ETH / ","flow":"LP-Maker-Matheus ⇄ 0xBd6a…9863 (6 deals) | Swing-Nikita β†’ LP-Maker (2) | Momentum-Nikita β†’ LP-Maker (1) | Option-Writer β†’ LP-Maker (1)","status":"ACTIVE β€” 11/12 book slots live; sNVDA ask absent (inventory depleted w157+)"},{"market":"BTC binary (custom)","flow":"Bear-Yosher β†’ Mimic-Ljuba (1 settled deal #159; anchor #1820 live $65k expiry June 15 19:07 UTC)","status":"THIN β€” best edge on board +2pp (intent #1848), below Mimic's 3pp floor; no new q"},{"market":"ETH options (custom)","flow":"0x57F8…B0ff β†’ Option-Taker-Matheus (3 pre-existing deals); option-writer-matheus swap-dominant w3–w6","status":"SUPPLY DRY β€” option-writer off-mission; option-taker waiting; last qualifying fi"},{"market":"Polymarket / sMSFT binary","flow":"Polymarket-Ljuba β†’ (open intent #0x0723 sMSFT<$420, exp June 19 20:00 UTC; no counterparty yet)","status":"RESTING β€” 4 lifetime deals in 55 wakes; sole intent live until June 19"},{"market":"IndexBasket LONG / SHORT","flow":"index-maker ⇄ index-taker (zero activity)","status":"DARK β€” both unprovisioned 36–37 consecutive cycles; no IndexBasket intents anywh"}],"causalLinks":[{"cause":"LP-Maker-Matheus compressed spreads to 0.22–0.35% this cycle (from 1.31% last run)","effect":"Vulture-Andrew's 1% hard floor makes all 5 open sells + 5 buys structurally uncompetitive; 0 takeable/mirrorable edges i","evidence":"LP-Maker rivals confirmed 0.22–0.35% at w123; Vulture 5 open intents (SSV 24m, ETH 23m) unfilled; 0 Vulture-as-taker deals this cycle"},{"cause":"option-writer-matheus shifted to swap-dominant execution (0 option intents posted w3–w6)","effect":"option-taker-matheus supply-starved; intent #1849 (5% premium, 1.47h expiry) failed edge bar β€” no qualifying option avai","evidence":"option-writer: 1 option intent total in 6 wakes (w1 canceled w2); deal 160 (w6) was a swap take ↔ 0xBd6a; option-taker: 5 lifetime deals, 0 new this cycle"},{"cause":"Stacker-Massimo newMatches() seeds seenIntents inside first loop, not at watcher startup","effect":"LP-Maker's sNVDA ask (12 USDC β†’ 0.058622 sNVDA, 12m TTL) posted after w41 (17:58 UTC) expires unfilled β€” structural perm","evidence":"current.ts lines 55–58; w41 log 'No sell-side in book'; ask arrived post-w41 with 12m TTL; Stacker fallback 35m remaining at miss time"},{"cause":"Rebalancer-Lior correctly dormant until Monday 06-16T13:30Z (US market closed)","effect":"Momentum-Nikita's primary agent counterparty offline until Monday; Momentum's only live counterparty is LP-Maker; dual-c","evidence":"Rebalancer nextFallbackMin=2523 (~06-16T14:30Z deadline); 1 Rebalancer↔Momentum deal in recent window (pre-close); Momentum fast gap 1.40pp at w40"},{"cause":"index-maker and index-taker both unprovisioned for 37 consecutive cycles","effect":"IndexBasket market entirely dark; no LONG or SHORT side intents ever posted; segment has produced zero liquidity since t","evidence":"Both: address=null, 0 wakes, $0 lifetime tokens, armed=false, wake_script_source=null; no IndexBasket intents in open book"}],"insights":[{"severity":"critical","title":"IndexBasket fully dark: both sides unprovisioned 37 cycles","detail":"index-maker (36 cycles) and index-taker (37 cycles) have never been provisioned. No wallets, no CLAUDE.md, no wake scripts, armed=false for both. Zero IndexBasket intents have ever appeared on the open book. The entire market segment is offline.","evidence":"Both: address=null, 0 wakes, $0 tokens_lifetime_usd, watcher.armed=false, watcher.pidAlive=false; open book contains 0 IndexBasket intents","scope":"fleet","fix":"Provision wallets + CLAUDE.md + wake scripts for BOTH agents simultaneously β€” neither is useful without the other as counterparty"},{"severity":"warn","title":"option-writer off-mission: 0 option intents w3–w6 β†’ option-taker starved","detail":"option-writer-matheus posted exactly 1 option intent across 6 wakes (w1, canceled w2); w3–w6 are swap-only. This is not counterparty scarcity β€” option-taker confirmed its template hash works (intent #1849 correctly detected at w34) but has no supply from its primary source. The option market is frozen by a mission drift, not thin demand.","evidence":"option-writer deal 160 (w6) was swap take ↔ 0xBd6a; option-taker 5 lifetime deals, 0 new; #1849 failed bar (5% premium + 1.47h expiry both below threshold); last qualifying fill deal #150/w28","scope":"fleet","fix":"Restore option-writer-matheus primary mission: post ETH call/put intents each wake; swap execution is secondary β€” only when option book already has live coverage"},{"severity":"warn","title":"Stacker-Massimo structural blind-spot: short-TTL LP-Maker asks permanently missed","detail":"newMatches() fires only on net-new intentIds seeded during the first loop iteration after a wake. Any intent posted in the gap between Stacker's last wake and watcher re-seed is invisible β€” including LP-Maker's 12m-TTL sNVDA ask confirmed missed at w41. This is a permanent structural defect, not a race condition.","evidence":"current.ts lines 55–58; w41 log 'No sell-side in book' at 17:58; sNVDA ask arrived post-w41 with 12m TTL; Stacker fallback 35m remaining = miss is irreversible","scope":"fleet","fix":"Seed seenIntents from the live book at watcher initialization (before the first poll interval), or shorten Stacker's fallback below the shortest LP-Maker TTL (12m)"},{"severity":"warn","title":"Vulture-Andrew structurally undercut: LP-Maker 0.22–0.35% vs Vulture's 1% hard floor","detail":"LP-Maker compressed spreads from 1.31% (last run) to 0.22–0.35% this cycle, widening the gap to Vulture's fixed 1% floor. All 5 open Vulture sells + 5 buys are now structurally uncompetitive; w121–w124 found 0 takeable/mirrorable edges. Vulture cannot self-adapt its floor.","evidence":"LP-Maker rivals at 0.22–0.35% confirmed w123; Vulture 5 open intents (SSV 24m, ETH 23m left); 0 Vulture-as-taker recent deals; 4 recent Vulture settlements all as maker vs LP-Maker in prior cycles","scope":"fleet","fix":"Evaluate reducing Vulture's 1% spread floor, or add LP-Maker book awareness so Vulture can take LP-Maker's resting asks when they offer better-than-floor rates"},{"severity":"warn","title":"mimic-ljuba [object Object] serialization bug unresolved (w100+)","detail":"The serialization bug has persisted for multiple cycles without a fix. w101 deal #159 accepted correctly and w102–w104 holding correctly, but degraded object coercion risks misread edge calculations or loop state corruption in future wakes. Not yet causing missed deals, but the risk compounds over time.","evidence":"Bug referenced in orient context (since w100); confirmed still present across w102–w104 in Step-2 summary; [object Object] appears in edge/intent string context","scope":"fleet","fix":"Locate the missing JSON.stringify() or .toString() call on the intent/edge object being concatenated into a string in mimic-ljuba's loop; likely in the edge comparison or logging path"},{"severity":"ok","title":"LP-Maker-Matheus hub healthy: 11/12 book live, clean cluster renewal","detail":"w154 Cluster Z renewal (18 TXs: 9 cancels + 9 posts) executed with no lapse gap this cycle, improving on the 9-minute hole at ~18:11 UTC last cycle. sNVDA slot absent due to depleted inventory (w157+), not a bug. 10 of 16 recent deals settled through LP-Maker.","evidence":"11/12 open book slots live; 10 recent deals; w154 clean; sNVDA 'insufficient inventory' confirmed w157; realized PnL -$3.25 / 122 deals; tokens_5h $61.91","scope":"fleet","fix":"Replenish sNVDA inventory to restore 12/12 book coverage"}],"fleetMoves":[{"scope":"fleet","action":"Provision index-maker + index-taker simultaneously (wallets + CLAUDE.md + wake scripts) β€” 37 cycles fully dark, entire IndexBasket segment offline"},{"scope":"fleet","action":"Restore option-writer-matheus primary mission to option posting β€” current swap-dominant drift starves option-taker and leaves the options market without supply"},{"scope":"fleet","action":"Fix Stacker-Massimo newMatches() blind-spot: seed seenIntents from live book at watcher init, before first poll β€” permanently missing short-TTL LP-Maker asks"},{"scope":"fleet","action":"Fix mimic-ljuba [object Object] serialization bug (unresolved since w100+) before it corrupts an edge calculation and causes a bad accept"},{"scope":"fleet","action":"Replenish LP-Maker-Matheus sNVDA inventory to restore 12/12 book coverage and unlock the sNVDA ↔ Stacker-Massimo trade path"}],"at":"2026-06-14T20:29:43.966Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB DOMINATES; TAKERS THIN","healthDelta":"Same LP-Maker hub structure as last run (10/16 recent deals, 11 open intents); Vulture's structural spread mismatch worsened (LP-Maker now 0.22-0.35% vs Vulture's 1% floor); mimic-ljuba at nextFallbackMin=2 (imminent wake); momentum-nikita pidAlive=false with 20:00 UTC market-close trigger likely al","focusAreas":["LP-Maker-Matheus settled 10/16 recent deals and holds 11/21 open book slots β€” still the entire market's liquidity spine","mimic-ljuba nextFallbackMin=2: wake imminent or just fired; [object Object] serialization bug unresolved from w100","Vulture-Andrew: 5 open intents, all structurally undercut by LP-Maker's 0.22-0.35% spread vs Vulture's 1% floor β€” 0 takeable edges found wakes w121-w124","Bear-Yosher anchor binary (4m left on book, expiry 2026-06-15 19:07 UTC) expiring now β€” repost decision imminent to preserve one-resting-anchor invariant","Stacker-Massimo nextFallbackMin=13: imminent wake but newMatches() blind-spot structural miss confirmed again β€” LP-Maker sNVDA ask already likely expired unfilled","Option-Taker: 3Γ—0x57F8 custom deals in recent list but lifetime=5 same as prior run β€” pre-existing or new fills unclear; template-lock persists"],"perAgentFocus":{"arb-hunter-tom":"BTC margin worsened to -1.93% at w231 β€” did the 3-min-ago wake see any CEX/oracle spread change bringing a binary within arb range, or does the drought continue with HIGH_WATER still advancing on zero fills?","bear-yosher":"Open book shows a Bear-Yosher custom intent expiring in ~4m (4 USDC / 2.67 USDC Β· June 15 19:07 UTC) β€” is this the expected #1788 repost or a new anchor, and has bear-yosher fired a new wake to replace it as it expires?","index-maker":"Confirm 36th consecutive null cycle: armed=false, pidAlive=false, no provisioning signal β€” any change at all since last run?","index-taker":"Confirm 37th consecutive null cycle: armed=false, pidAlive=false β€” any change at all since last run, given index-maker remains equally undeployed?","lp-maker-matheus":"Cluster Z confirmed live at w152; with a 2-min-ago wake and 11 open intents on book β€” are all clusters quote-fresh with no lapse gap (the 18:11 UTC-type 9-min hole from prior cycle), and has any cluster renewal fired this cycle?","mimic-ljuba":"nextFallbackMin=2 means w102 is imminent or just fired β€” did it find another binary to take (bear-yosher's expiring anchor is the prime candidate), did the [object Object] serialization bug recur, and what is portfolio balance post-deal-#15","momentum-nikita":"pidAlive=false but armed with 461-min fallback; the 20:00 UTC market-close trigger noted in prior summary as ~55 min away should now have elapsed β€” did it fire and execute, and what is portfolio state / SSV allocation now?","option-taker-matheus":"3Γ—0x57F8 custom settlements appear in recent deals but lifetime=5 matches prior run's count β€” are these pre-existing deals replaying in the window or new fills, and did any wake since w33 find audited Option intents from Option-Writer (stil","option-writer-matheus":"The recent deals list includes 'Option-Writer-Matheus ↔ LP-Maker-Matheus [Swap] settled' and an sNVDA bid shows 5m left on book β€” did LP-Maker take the sNVDA intent, and has option-writer posted any new option (not swap) templates since w6 ","polymarket-ljuba":"Last wake 3 min ago with nextFallbackMin=1394 β€” what did the wake do: did sAAPL exit #1789 settle and resolve the sAAPL position, and what is the current Polymarket custom intent on book (7 USDC / 1.76 USDC, June 19 expiry)?","rebalancer-lior":"377 min since last wake, nextFallbackMin=2547 β€” confirm still correctly armed pointing to Monday 06-16T13:30Z stock open for sMSFT trim, with no unexpected early wakes since w47.","stacker-massimo":"nextFallbackMin=13 means wake imminent β€” the newMatches() blind-spot caused another structural sNVDA miss this cycle; does the current open book show any sNVDA/sAAPL/sMSFT ask Stacker could take on this next wake, and has anything changed t","swing-nikita":"BTC gap to trigger was ~$708 at last summary (spot ~$63,909 vs 64,163 baseline) β€” has BTC moved in the past 21 min to narrow or widen that gap, and are stocks still fully gated for Sunday close?","vulture-andrew":"LP-Maker compressed to 0.22-0.35% vs Vulture's 1% floor β€” of the 5 open Vulture intents on book (SSV, ETH, sMSFT, sAAPL, BTC), which if any remain competitive, and did the 16-min-ago wake continue the 0-takeable/0-mirrorable pattern from w1"},"ctas":[{"scope":"agent","text":"mimic-ljuba: fix [object Object] status-serialization bug recurring each wake (w100, prior runs) β€” corrupts display and may mask real binary-take decisions"},{"scope":"core","text":"stacker-massimo: fix newMatches() to surface intents posted after the agent's last wake, not just at reseed β€” permanent structural miss on short-TTL LP-Maker quotes confirmed multiple cycles"},{"scope":"agent","text":"vulture-andrew: reassess 1% spread floor given LP-Maker quotes 0.22-0.35% β€” either lower the floor or explicitly document structural maker inactivity until book thins"},{"scope":"fleet","text":"index-maker / index-taker: 36+ null cycles with no self-healing path β€” escalate provisioning decision; IndexBasket segment is permanently offline"},{"scope":"agent","text":"bear-yosher: anchor binary expiring in ~4m β€” verify next wake fires immediately to repost and maintain the one-resting-anchor invariant before the book goes empty"}],"at":"2026-06-14T20:11:27.784Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T21:20:03.209Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":99.26,"used7d":null,"used7dUsd":937.43,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":56.2,"estPct7d":64,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":159.8,"estPct7d":153.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":148.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":125.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":118575618,"w7":1132818293,"tot":1132818293},"haiku":{"w5":22032974,"w7":403484892,"tot":403484892}},"fleet":{"agentsUp":12,"lifetimeTokens":1536322996,"lifetimeUsd":937.43,"sessions":15785,"deals":168,"openIntents":19,"totalIntents":1876},"oracle":{"USDC":1,"ETH":1673.33,"BTC":64117,"SSV":2.31,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T21:15:24.118Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":688118,"w5Usd":0.5,"w5PctPool":0.3,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":688118,"w7Son":17425218,"hourly":[0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":23,"openIntents":0,"balanceUsd":101.24,"realizedPnl":1.23,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781444589382,"containerAgeMin":457,"wakes":243,"firstWakeMs":1780927992000,"lastWakeMs":1781471820000,"ageMin":3,"lastWhy":"No binary latency take (both bets out of money or no CEX feed). No swap edge clears 10bps bar. All new intents taker-neg","repeatWakes":216,"avgGapMin":38,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781473467240,"watching":"new intent >1871 (binary bet or USDC-payable swap)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":24}},"verdict":{"summary":"Deal #166 fired at w241 (swap #1837, 16bps, $0.01, ↔ LP-Maker-Matheus) β€” sole fill since prior summary (HIGH_WATER 1789β†’1869, 80 new intents). SSV compressed to -13bps at w237 and stayed flat through w243; BTC binary drought extended to 154 wait-wakes with #1848 structurally out of money (taker needs BTC +$1,018, +1.57%). Current state (w243, 18min ago) is c","badge":"BINARY DROUGHT 154w","confidence":"high","bottomLine":"One surface cleared the take bar since last summary (swap #1837 at w241, 16bps floor, $0.01) β€” but w242 and w243 are confirmed-no-edge holds. SSV spread is -13bps; BTC binary #1848 needs taker to win if BTC rises +1.57% from current CEX price, structurally underwater. 154 consecutive binary wait-wakes. Market state, not agent failure.","rootCause":{"class":"structural","evidence":"SSV spread closed to -13bps (prior peak +179bps at w235/Deal #163); BTC binary #1848 requires CEX BTC > $64,800 with +$1,018 gap to current price; 154 binary wait-wakes cited w242; Deal #166 sole fill at the 10bps floor ($0.01 net)"},"reasoningRead":"Sound and on-mission. Wake logs cite exact edge values (-13bps SSV, +$1,018 BTC gap to strike), specific bet IDs (#1820 not in money, #1827 no CEX feed, #1848 out of money), and CEX vs oracle comparisons per wake. Not chasing; not re-deriving cold. The binary drought reflects market structure, not a logic error.","wakeTriggers":["new intentId > 1869 (binary or USDC-payable swap)","#1848 enters ≀30min expiry window AND CEX BTC > $64,800","30-min hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 9 of 11 most recent settled deals; deep inventory, always on book","available":"active, 10 open intents"},{"agent":"vulture-andrew","fit":"yes","why":"2 of 11 recent settled deals; posts competitive swaps arb-hunter can take","available":"active"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets BELOW (crypto-down thesis); primary source of near-decided binary supply β€” but #1820 expiring in ~6min and not in money per","available":"anchor #1820 expiring; new posts uncerta"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts binary bets; waking in ~10min after 255min dormancy β€” could post new binary opportunities arb-hunter could take if near-decided","available":"imminent wake"}],"reliableCounterparties":2,"missedOpportunities":"None visible. Swap #1837 (16bps, w241) was captured β€” the only intent above the 10bps take bar in this window. All binary bets structurally out of money for the taker side. mimic-ljuba's imminent wake is the nearest event that could change the binary surface.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks #1848 with specific expiry timestamp (1781554236) and strike ($64,800) β€” fires precisely when taker edge appears in the 30-min window without waking on o","canTake filter correctly scopes to binary OR USDC-payable swaps (taker gives USDC), ignoring intents the agent cannot fund","HIGH_WATER correctly advanced to 1869 across wakes; 30-min fallback prevents extended dead periods","Zero-LLM; pid-file written for external health monitoring"],"lacking":["No CEX spread trigger for SSV: if an existing USDC-payable SSV swap (intentId ≀ 1869) reprices into profitability, arb-hunter won't fire until the 30-min fallba"],"suggestedChange":"Add a CEX-price check inside the runWatchLoop poll (every ~5 min): if fetchCexPrices() shows SSV CEX price deviating β‰₯10bps above oracle AND a USDC-payable SSV intent is open in the book, fireWake. This closes the gap where the +179bps SSV "},"issues":[{"scope":"agent","title":"SSV spread reopening undetectable on existing intents","detail":"Watcher fires only on intentId > HIGH_WATER (1869). If a USDC-payable SSV swap posted before w243 reprices into β‰₯10bps edge (as the +179bps spike at w235 showed can happen suddenly), arb-hunter waits up to 30 min before firing.","fix":"Poll fetchCexPrices() inside runWatchLoop every 5 min; if SSV CEX/oracle spread β‰₯ 10bps AND any USDC-payable SSV intent exists in readOpenIntents, call fireWake immediately."}],"assessment":"One surface cleared the take bar since last summary (swap #1837 at w241, 16bps floor, $0.01) β€” but w242 and w243 are confirmed-no-edge holds. SSV spread is -13bps; BTC binary #1848 needs taker to win if BTC rises +1.57% from current CEX price, structurally underwater. 154 consecutive binary wait-wakes. Market state, not agent failure."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":31,"msgs":638,"total":35383007,"totalUsd":20.11,"w5":633732,"w5Usd":0.53,"w5PctPool":0.3,"w7":35383007,"w7Usd":20.11,"w7PctPool":1.5,"w5Son":633732,"w7Son":27988538,"hourly":[0,0.08,0.45,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:20:31.843Z","tokens":633732,"usd":0.53,"msgs":13}},"onchain":{"deals":18,"openIntents":1,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781444607825,"containerAgeMin":457,"wakes":82,"firstWakeMs":1780944154000,"lastWakeMs":1781471640000,"ageMin":6,"lastWhy":"Intent 1848 expired. BTC now $64,000 makes $64,800 strike 1.25% above β€” same cushion as the $64,500 bet that filled in 4","repeatWakes":60,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489836992,"watching":"intent 1879 resolved | deal-159 near expiry | BTC>$64,960 | ETH>$1,695 | new BinaryBet | 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":297}},"verdict":{"summary":"#1820 (BTC<$65,000) expired unfilled at ~20:09 UTC June 14 β€” the 9th consecutive expiry at that strike; w54 responded correctly by tightening to $64,800 and posting #1848 (intentTTL ~21:08 UTC June 14, betExpiry June 15 20:09 UTC). Deal #159 (BTC<$64,500) remains live with BTC at $63,793 (~1.11% ITM); watcher (w54) is correctly armed to fire 5min before its ","badge":"ANCHOR TIGHTENED","confidence":"high","bottomLine":"#1820 expired unfilled at ~20:09Z (9th at $65k); w54 correctly tightened to $64,800 and posted #1848. Deal #159 (BTC<$64,500) is ~1.11% in-the-money at $63,793 with a precise 5-min pre-expiry wake armed for June 15 17:54 UTC β€” no action needed unless BTC rallies >$64,750 or a new BinaryBet appears.","rootCause":{"class":"maker-only","evidence":"9 consecutive BTC<$65,000 expirations without a taker; only 1 confirmed binary counterparty (Mimic-Ljuba, deal #159); $65k strike was ~1.9% OTM at $63,793, now tightened to $64,800 (~1.5% OTM) with #1848"},"reasoningRead":"Sound and on-mission. Agent correctly diagnosed the stale $65k strike (9 expirations) and tightened to $64,800. Explicitly tracks the 'exactly one resting anchor' invariant across every wake, including edge cases (w48b: 1786 filled immediately, re-posted 1788 to avoid overlap; w50: 1788 expired, re-posted within the same wake). No churn β€” each wake resolves a distinct condition.","wakeTriggers":["intent 1848 resolved (filled or expired) β€” ~21:08 UTC June 14","deal 159 betExpiry -5min β€” fires at 1781546040 (June 15 17:54 UTC)","BTC adverse +1.5%: price > $64,750","ETH adverse +1.5%: price > $1,689","new BinaryBet on book (skips KNOWN_OTM_BETS=[1827])","5h fallback (~01:08 UTC June 15)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Only confirmed binary taker β€” filled deal #159 (BTC<$64,500); waking in ~10min per Step-1 focus","available":"armed, nextFallbackMin=10, imminent wake"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries when lagged oracle creates edge; #1848 at $64,800 is ~1.5% OTM β€” probably not near-decided enough yet","available":"ok, 22 deals"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values BinaryBets against Polymarket implied distribution and buys mispriced ones; may evaluate #1848 if Polymarket shows higher BTC-below-$","available":"ok, 4 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries and clearly mispriced bets; 45 deals fleet-leading, but #1848 must appear sufficiently mispriced","available":"ok, 45 deals"}],"reliableCounterparties":1,"missedOpportunities":"Structurally unmeasurable for pre-existing bets: newMatches() initializes `seen` on the first loop pass (returns early without firing), so any BinaryBet posted to the book before the watcher started is invisible until the 5h fallback. Intent #1827 is explicitly skipped as evaluated-OTM, which is correct. No missed opportunities verifiable from available data beyond the structural blind spot.","wakeScript":{"wellReasonedForMission":true,"good":["Deal 159 pre-expiry wake uses precise Unix timestamp (1781546040 = expiry minus 300s) β€” fires exactly when needed, no polling drift","KNOWN_OTM_BETS set ([1827]) avoids re-evaluating already-assessed OTM intents on every loop pass","BTC/ETH adverse guards at +1.5% match the mission's halt-when-crypto-climbs-persistently rule","5h fallback is mission-appropriate cadence for a patient maker; zero-LLM watcher","ownIntentResolved() check ensures immediate re-post when #1848 fills or expires, maintaining the one-anchor invariant"],"lacking":["newMatches() blind spot: `seen` is initialized to null and populated on the first loop iteration (early return), so any BinaryBet already on the book when the w"],"suggestedChange":"Pre-populate `seen` with a one-shot readOpenIntents call BEFORE entering runWatchLoop (i.e., `seen = new Set((await belt.tools.readOpenIntents.run({limit:60},{})).intents.map(i=>i.intentId))`), then remove the `if (!seen) { seen = ...; retu"},"issues":[{"scope":"agent","title":"newMatches() misses BinaryBets that existed before watcher start","detail":"The watcher initializes `seen = null` and populates it on the first loop pass with an early return, making any bet already on the book at watcher-arm time invisible. If a taker-opportunity bet was posted during the ~47min between w53 (19:21) and w54 (20:09), bear-yosher could not have fired on it β€” ","fix":"Pre-populate `seen` with a one-shot readOpenIntents call before runWatchLoop starts, eliminating the first-pass blind spot."}],"assessment":"#1820 expired unfilled at ~20:09Z (9th at $65k); w54 correctly tightened to $64,800 and posted #1848. Deal #159 (BTC<$64,500) is ~1.11% in-the-money at $63,793 with a precise 5-min pre-expiry wake armed for June 15 17:54 UTC β€” no action needed unless BTC rallies >$64,750 or a new BinaryBet appears."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"37th consecutive null cycle β€” no change. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No new provisioning signal detected this cycle: wallet assignment, config file, env var, and watcher script all remain absent. IndexBasket LONG-side market remains entirely offline. index-taker (","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"This is the 37th identical null cycle. No provisioning signal of any kind appeared β€” the agent slot exists on the board but has never been given a wallet, config, or watcher script. wakes_failing=false and wake_error=null are misleading: they are null because the process has never run, not because it is healthy. The IndexBasket market segment (both LONG maker and SHORT taker) is fully offline.","rootCause":{"class":"infra-down","evidence":"0 lifetime tokens, 0 wakes, wake_script_source=null, pidAlive=false, armed=false, nextFallbackMin=null β€” across 37 consecutive observation cycles. No wallet address assigned, no config deployed, no watcher script present. This is a provisioning gap, not a crash: the agent was never instantiated."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: watcher script (wake_script_source=null β€” none exists)","MISSING: wallet/address assignment","MISSING: waker process (pidAlive=false, armed=false)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of LONG IndexBasket intents β€” the exact complement this agent would post","available":"Also unprovisioned/unknown β€” both sides "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run; no intents posted for index-taker to take, and no book visibility to measure missed takes","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all","No fallback timer, no trigger, no process"],"suggestedChange":"Deploy a watcher script with a time-based fallback (e.g. every 30-60 min) that checks for an open LONG IndexBasket intent on-chain and posts one if absent; pair with wallet provisioning."},"issues":[{"scope":"core","title":"index-maker never provisioned β€” 37 null cycles","detail":"The agent has no wallet, no config, no watcher script, and has never executed a single wake. This is not a crash or a thin-book situation β€” it is a deployment gap. The IndexBasket LONG market does not exist as a result.","fix":"Assign a wallet address, deploy CLAUDE.md/config, write and arm a watcher script (time-based fallback, ~30-60 min cadence). Coordinate with index-taker provisioning β€” both sides must be live for any deal to form."},{"scope":"core","title":"index-taker is also unprovisioned β€” IndexBasket market bilaterally dead","detail":"Even if index-maker were provisioned today and began posting LONG intents, index-taker (its sole natural counterparty) is also in unknown/null state with no confirmed wakes. The market would still freeze.","fix":"Provision both index-maker and index-taker together in the same deployment pass to ensure the market can clear on first intent."}],"assessment":"This is the 37th identical null cycle. No provisioning signal of any kind appeared β€” the agent slot exists on the board but has never been given a wallet, config, or watcher script. wakes_failing=false and wake_error=null are misleading: they are null because the process has never run, not because it is healthy. The IndexBasket market segment (both LONG maker and SHORT taker) is fully offline."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"38th consecutive null cycle β€” identical to prior. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. No provisioning signal whatsoever. Index-maker (sole natural counterparty, sole source of LONG IndexBasket intents) remains health=unknown and equally undeployed. Both sides of the IndexBasket market remai","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"38 consecutive null cycles with zero signal of change. index-taker has never executed a single wake β€” $0 lifetime tokens, no wake script, no watcher. Its only counterparty (index-maker) is equally undeployed. The IndexBasket market does not exist on-chain.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” agent never provisioned; no process has ever started"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null); nothing can fire this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"health=unknown, also unprovisioned β€” 0 w"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run and index-maker has never posted an IndexBasket intent; no opportunities exist to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (null source) β€” agent cannot be scheduled, triggered, or run in any form"],"suggestedChange":"Provision the agent and deploy a wake script before any other analysis is possible; both index-taker and index-maker must be provisioned together since neither has value without the other"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 38 null cycles","detail":"index-taker has armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, and 0 lifetime tokens. It has never run. Its sole counterparty index-maker is in the same state. The IndexBasket market is entirely absent from the fleet.","fix":"Provision both index-maker and index-taker simultaneously. Deploying one without the other leaves the market one-sided and still non-functional."}],"assessment":"38 consecutive null cycles with zero signal of change. index-taker has never executed a single wake β€” $0 lifetime tokens, no wake script, no watcher. Its only counterparty (index-maker) is equally undeployed. The IndexBasket market does not exist on-chain."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":691,"msgs":14943,"total":922456561,"totalUsd":539.82,"w5":107646013,"w5Usd":68.93,"w5PctPool":43.1,"w7":922456561,"w7Usd":539.82,"w7PctPool":38.4,"w5Son":90753726,"w7Son":742399674,"hourly":[9.94,18.18,11.95,13.32,15.55,3.93,10.12,11.64,2.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:19:54.420Z","tokens":369022,"usd":0.29,"msgs":9}},"onchain":{"deals":125,"openIntents":9,"balanceUsd":747.53,"realizedPnl":-3.74,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781443991180,"containerAgeMin":467,"wakes":172,"firstWakeMs":1781018900000,"lastWakeMs":1781471600000,"ageMin":7,"lastWhy":"SSV oracle drop $2.32β†’$2.31 inverted old bid at $2.3121 above oracle. New SSV bid at -20bps (35bps base - 15bps short-in","repeatWakes":151,"avgGapMin":44,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781476600000,"watching":"ETH+BTC prefire 21:34 UTC | ETH[1669.05,1675] | BTC<63938 | SSV[2.3055,2.328] | sAAPL[289.86,293.33] | sNVDA<204.18 | sMSFT[389.07,393.8] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":77}},"verdict":{"summary":"Prior run: sNVDA ask dark from w157 (inventory depleted); w158 self-repair attempt pending. This run CONFIRMS no repair: every wake w157–w163 explicitly logs sNVDA ask absent/dark β€” zero recovery over 6 wakes. w158 additionally self-diagnosed a guard bug during SSV +175bps spike (17 TXs fired). Book degraded further: 11/12 at w157–w160, fell to 10/12 at w162","badge":"sNVDA DARK; 10/12 BOOK","confidence":"high","bottomLine":"LP-maker is alive and healthy (armed=true, pidAlive=true, wakes_failing=false, last wake 6min ago). sNVDA self-repair definitively failed β€” slot dark from w157 through w163, no replenishment event occurred. Book is now 10/12 (two dark slots: sNVDA ask + likely BTC ask). $66.89/5h token burn and -$3.9 realized PnL make this the fleet's dominant cost center; trading is structurally constrained by inventory gaps, not a broken process.","rootCause":{"class":"structural","evidence":"w157–w163 each log '11/12' or '10/12 live (sNVDA ask dark/absent)'; wake-162 script comment 'BTC[63938 bid, no ask]' confirms second gap; Stacker-Massimo (primary sNVDA consumer, 3/37 recent deals) now crashed β€” demand gone but inventory already zero; no external replenishment mechanism exists"},"reasoningRead":"Sound and on-mission. Agent correctly self-triages sNVDA skips (inventory check before posting), self-diagnosed a guard pricing bug at w158 during SSV +175bps move, and executes cancel-races on oracle drift. The only gap is that 'solving the right problem' here is constrained by what's possible β€” no code path exists to auto-replenish sNVDA, so the slot stays dark indefinitely regardless of reasoni","wakeTriggers":["ETH price exits [1669.05, 1675.00]","BTC price drops below 63938","SSV price exits [2.312, 2.328]","New fillable swap intent from non-self poster (FILLABLE: USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","Stock cluster prefire at 21:14 UTC (hardcoded STOCK_PREFIRE_TS = 1781471640)","90-min fallback at 22:22 UTC"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8/37 recent deals, dominant swap taker, active on ETH/BTC/SSV legs","available":"alive (ok)"},{"agent":"0xBd6a…9863","fit":"yes","why":"8/37 recent deals, untracked external, second-largest fleet counterparty","available":"active (untracked)"},{"agent":"momentum-nikita","fit":"yes","why":"5/37 recent deals, swap consumer on price-moving assets","available":"alive (ok)"},{"agent":"option-writer-matheus","fit":"yes","why":"4/37 recent deals, multi-asset swap needs align with LP depth","available":"alive (ok)"},{"agent":"vulture-andrew","fit":"yes","why":"3/37 recent deals, opportunistic taker on stale quotes","available":"alive (ok)"},{"agent":"stacker-massimo","fit":"yes","why":"3/37 recent deals; was primary sNVDA/sAAPL consumer β€” exactly the demand that depleted sNVDA inventory","available":"CRASHED (armed=false, pidAlive=false)"}],"reliableCounterparties":6,"missedOpportunities":"None observable. Agent correctly declined sNVDA fills due to zero inventory (w157 explicit). All other slots are actively managed β€” 10+ open intents, cancel/repost firing correctly on oracle moves and expirations.","wakeScript":{"wellReasonedForMission":true,"good":["Price guards on all three actively-held assets (ETH/BTC/SSV) β€” fires when a quote would go stale/unsafe","Stock cluster prefire hardcoded to 21:14 UTC β€” prevents 9-min lapse gap that burned prior cycle","newMatches() swap intent detector covers full FILLABLE set including sNVDA β€” will fire if someone posts sNVDA for lp-maker to take","90-min fallback, zero-LLM, 60s poll cadence β€” correct for a patient market-maker"],"lacking":["No sNVDA balance check β€” watcher cannot detect replenishment; only the 90-min fallback or an external sNVDA swap intent will trigger a wake when inventory arriv","BTC has only LO guard (63938 bid) with no HI guard β€” consistent with 'no ask' noted in wake-script comment, but means BTC ask-side gap (contributing to 10/12) w"],"suggestedChange":"Add an sNVDA (and BTC) balance read inside the loop: if balance > threshold AND the corresponding ask slot is dark, fireWake('sNVDA/BTC inventory replenished β€” repost ask') β€” currently the only path to recover these dark slots is the 90-min"},"issues":[{"scope":"agent","title":"sNVDA ask slot permanently dark β€” no auto-recovery path","detail":"sNVDA inventory depleted since w157 (19:30 UTC); no replenishment in 6 wakes spanning ~90 min. Stacker-Massimo (primary consumer) now crashed, so demand pressure is off β€” but inventory is still zero. Wake script has no balance-check trigger, so recovery only happens on the 90-min fallback or an exte","fix":"Add sNVDA replenishment to CLAUDE.md: either a periodic top-up from an external wallet, or a rule to buy sNVDA from the open book when inventory drops below minimum β€” then pair with a balance-check wake trigger to repost the ask within seconds of replenishment."},{"scope":"agent","title":"Book degraded 11/12 β†’ 10/12 at w162; second dark slot unconfirmed","detail":"w162/w163 both report '10/12 book live'. Wake-script comment at w162 reads 'BTC[63938 bid, no ask]', strongly implying BTC ask is the second dark slot. BTC ask loss at w161 ('-BTC ask arb loss') may be the trigger. No explicit confirmation in logs.","fix":"Audit w161 BTC cancel reasoning: was BTC ask deliberately cancelled (correct, if oracle moved past guard) or lost to an arb race without repost? If the latter, add BTC HI guard to the watcher so oracle-up BTC moves trigger a repost wake."},{"scope":"agent","title":"Guard bug self-diagnosed at w158 during SSV +175bps spike","detail":"w158 log: 'Guard bug: set guard=bid/ask implied prices going fo...' β€” 17 TXs fired (probable over-cancellation then re-post). The full error is truncated. This is agent-self-detected but unresolved β€” no follow-up audit wake was logged.","fix":"Read the full w158 wake transcript to confirm whether the guard recalculation was applied correctly and whether the 17-TX burst produced any mispriced fills. If the bug persists in CLAUDE.md guard logic, patch the formula before the next high-volatility SSV move."}],"assessment":"LP-maker is alive and healthy (armed=true, pidAlive=true, wakes_failing=false, last wake 6min ago). sNVDA self-repair definitively failed β€” slot dark from w157 through w163, no replenishment event occurred. Book is now 10/12 (two dark slots: sNVDA ask + likely BTC ask). $66.89/5h token burn and -$3.9 realized PnL make this the fleet's dominant cost center; trading is structurally constrained by inventory gaps, not a broken process."},"overBudget":{"pct":43.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781444626261,"containerAgeMin":456,"wakes":123,"firstWakeMs":1780927020000,"lastWakeMs":1781455662000,"ageMin":272,"lastWhy":"No BinaryBet on board to accept; no recent binary flow to mirror. Edge floor β‰₯3pp unmet on entire visible board (all int","repeatWakes":92,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781475274481,"watching":"new β‰₯3pp taker-edge BinaryBet (crypto 24/7, stocks Mon–Fri 13:30–20:00 UTC) or 60-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":55}},"verdict":{"summary":"Still healthy: 18 deals, $16.55 PnL. w101 (deal #159, BTC +8pp, intent #1786) was last action; w102–w104 all disciplined holds (best board edge +2pp, below 3pp floor). 257min dormancy (tokens_5h_usd=0) + watcher now at nextFallbackMin=8 (60-8=52min since re-arm) implies watcher process was down ~205min then recently restarted. newMatches() blind-spot from la","badge":"ALIVE; LATE FOR #1820","confidence":"high","bottomLine":"Watcher is alive (armed=true, pidAlive=true, nextFallbackMin=8), but the fallback fires ~2min after Bear-Yosher's #1820 expires (~6min left at Step-1). Since #1820 was on-board when the watcher re-armed 52min ago, it entered the seenBinaryIds baseline β€” newMatches() will never fire on it. Mimic cannot take #1820 reactively, and the fallback arrives too late. The newMatches() blind-spot for pre-existing intents is the active structural miss; no other board intent currently meets the β‰₯3pp floor (best was +2pp at w104).","rootCause":{"class":"toolchain-blocked","evidence":"#1820 expiry ~6min at Step-1 time; watcher re-armed ~52min ago (nextFallbackMin=8 with 60-min fallback); #1820 almost certainly in baseline seenBinaryIds; newMatches() cannot fire on it; fallback fires ~2min post-expiry. Board edge at w104: best +2pp (intent #1848, BTC) β€” below 3pp floor, so no reac"},"reasoningRead":"Sound and disciplined on the 3pp floor β€” w102–w104 correctly held at +2pp, zero churn. However, it is applying rigorous logic with a blind instrument: the watcher structurally cannot see the most time-sensitive class of opportunity (expiring pre-existing intents), so correct in-wake reasoning doesn't compensate. The '[object Object]' in w100 is a minor serialization bug but signals a logging gap.","wakeTriggers":["NEW BinaryBet intent posted after baseline captured (30s poll, newMatches())","60-min fallback (currently 8min out)","MISSING: no trigger for BinaryBets already on-board at watcher arm time β€” these enter the baseline and are permanently invisible to reactive waking; only the fa"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary counterparty (custom live deals in settled_deals_detail); posts BinaryBets mimic copies/takes β€” anchor #1820 is the active expiring ","available":"ok β€” 18 deals, actively posting; but #18"},{"agent":"polymarket-ljuba","fit":"yes","why":"Secondary counterparty in settled deals; posts BinaryBets mimic can mirror","available":"ok β€” 4 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Also takes near-decided binaries β€” competes for the same intents rather than providing counterparty flow","available":"ok β€” 45 deals, active; competes with mim"}],"reliableCounterparties":2,"missedOpportunities":"Bear-Yosher #1820 (expiring anchor, ~6min left at Step-1 time): almost certainly in seenBinaryIds baseline β€” reactive wake structurally impossible; fallback fires ~2min post-expiry. Whether #1820 met β‰₯3pp edge is unverifiable from available data, but if it did, this is a confirmed miss. w102–w104 holds (best +2pp) were correct given floor discipline.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on any new BinaryBet, deferring edge check to the agent β€” correct separation of concerns","30s poll cadence β€” fast enough to detect new postings within one minute","Hardcoded BINARY_TEMPLATE hash prevents spurious wakes on non-binary intents","Zero-LLM watcher β€” correct"],"lacking":["newMatches() uses a seen-ID set: every BinaryBet on-board at arm time enters the baseline and is permanently invisible to reactive waking β€” only the 60-min fall","60-min fallback is too long for time-sensitive binaries β€” a pre-existing intent with 6–20min left will expire before the fallback fires","205min watcher-down gap (watcher was absent for ~3.4h) suggests no process supervision; a 60-min fallback is useless if the watcher process itself crashes"],"suggestedChange":"Reduce fallbackMs from 60min to 10min. Single highest-value change: narrows the miss window for pre-existing intents from 'up to 60min late' to 'up to 10min late', directly addressing the #1820 class of miss without a deeper refactor. For f"},"issues":[{"scope":"agent","title":"newMatches() blind-spot: pre-existing BinaryBets never trigger reactive wake","detail":"At watcher arm time, all on-board BinaryBets are captured into seenBinaryIds as baseline. Any of those intents β€” including expiring anchors like Bear-Yosher #1820 β€” will never call fireWake(). Only the 60-min fallback or a brand-new posting can wake the agent. For intents with <60min remaining at ar","fix":"Reduce fallbackMs to 10min (primary fix). For completeness: on each poll, scan seenBinaryIds entries for intents approaching expiry (<20min) and fire if any are present β€” this catches time-sensitive pre-existing bets without needing full edge pre-computation in the watcher."},{"scope":"agent","title":"~205min watcher-down gap β€” process was offline between w104 and ~52min ago","detail":"last_wake_min_ago=257, nextFallbackMin=8 with 60-min fallback β†’ watcher re-armed ~52min ago. The intervening 205min had no fallback wakes, implying the watcher process was down (crash, OOM, or deploy). With a 60-min fallback, 3–4 wake opportunities were missed in that window.","fix":"Add a process supervisor (systemd unit, PM2, or Docker restart policy) to auto-restart the watcher within 1–2 minutes of failure. Reducing fallbackMs to 10min also limits damage per restart to one missed check window."},{"scope":"agent","title":"[object Object] serialization bug in w100 wake output","detail":"w100 log line contains the literal string '[object Object]' β€” an unserialised JS object passed through string interpolation in the wake output logging path.","fix":"Replace string interpolation of result objects with JSON.stringify() in the wake summary output."}],"assessment":"Watcher is alive (armed=true, pidAlive=true, nextFallbackMin=8), but the fallback fires ~2min after Bear-Yosher's #1820 expires (~6min left at Step-1). Since #1820 was on-board when the watcher re-armed 52min ago, it entered the seenBinaryIds baseline β€” newMatches() will never fire on it. Mimic cannot take #1820 reactively, and the fallback arrives too late. The newMatches() blind-spot for pre-existing intents is the active structural miss; no other board intent currently meets the β‰₯3pp floor (best was +2pp at w104)."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":102.63,"realizedPnl":2.64,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781444644679,"containerAgeMin":456,"wakes":40,"firstWakeMs":1780940859000,"lastWakeMs":1781467276000,"ageMin":79,"lastWhy":"Fast 6h momentum gap (1.40pp) below 2pp edge threshold; dual-confirmation rule requires both fast and slow to confirm be","repeatWakes":36,"avgGapMin":225,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781496313280,"watching":"SSV/ETH fast gap β‰₯2pp | new fair SSV seller β‰₯$2 | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":405}},"verdict":{"summary":"Since w40 (20:01 UTC, 64 min ago), no new wake has fired β€” confirming the fast SSV/ETH gap has not reached β‰₯2pp, making this a 9th consecutive hold since w31. Portfolio stable at USDC $43.20 + SSV 22.385 units + BTC = ~$102.81 total. Watcher is alive and armed (pidAlive=true, armed=true) with 8h fallback at ~04:01 UTC Jun 15 and US-market-open re-expansion t","badge":"HOLDING β€” NO SIGNAL","confidence":"high","bottomLine":"9th consecutive hold confirmed by absence of any wake since w40 (64 min ago) β€” fast gap never cleared the 2pp threshold. Portfolio unchanged at ~$102.81 (41.9% USDC dry powder). The holdback is structural: crypto field compressed to 0.08–1.73pp all day Jun 14, no momentum leader has separated. Agent is healthy and correctly waiting.","rootCause":{"class":"structural","evidence":"9 consecutive holds since w31; intraday crypto gap range 0.076–1.730pp (w33–w40) never reaching 2pp dual-confirmation threshold; no asset has separated as momentum leader since the SSV pivot at w31"},"reasoningRead":"Sound and solving the right problem. The dual-confirmation rule (fast+slow both β‰₯2pp) is correctly applied; the compressed field is an accurate read. The crypto-only pivot at 20:00 UTC market close (w40) was correct procedure. No churn β€” agent is rationing wakes appropriately.","wakeTriggers":["Fast 6h SSV/ETH/BTC gap β‰₯2pp from w40 baseline (primary)","New fair SSV seller β‰₯$2 notional at ≀oracle+0.5% (secondary opportunity trigger)","US market open 13:30 UTC Jun 15 β€” re-expands universe to full 6 names","8h fallback ~04:01 UTC Jun 15 (nextFallbackMin=420 aligns: 64 min elapsed + 420 remaining β‰ˆ 484 min β‰ˆ 8h from w40)","MISSING: slow-lookback confirmation computed inside the LLM at wake time, not in watcher β€” watcher fires on fast gap alone; if fast clears but slow doesn't, bur"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 6 of 8 visible deals; has 10 open intents and active liquidity","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; rebalancer posts occasional delivered swaps that could cross momentum buys","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; likely opportunistic cross, not a reliable standing counterparty","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"None observable β€” no gap trigger fired since w40 and no SSV seller events appear in wake logs. SSV seller detection uses newMatches() which may share the stacker-massimo structural blind-spot (intents posted between arm-time and first poll could be missed), so the SSV seller trigger's coverage is unverifiable until that SDK function is audited.","wakeScript":{"wellReasonedForMission":true,"good":["Gap baseline captured dynamically on first poll β€” no hardcoded literals, baseline drifts correctly with each watcher deployment","β‰₯2 USDC notional guard on SSV seller trigger eliminates micro-lot false alarms (lesson applied from w34)","US market open trigger at 13:30 UTC Jun 15 correctly re-expands to 6-name universe when stocks unfreeze","8h fallback is appropriate cadence for a patient momentum agent; no sub-minute polling","Zero-LLM watcher; fireWake() called only on meaningful threshold crossings"],"lacking":["newMatches() for SSV seller detection may share the structural blind-spot flagged for stacker-massimo: intents posted between watcher arm and first poll may not","Slow-lookback confirmation lives in the LLM at wake time, not in the watcher β€” the watcher fires on fast gap alone, meaning a fast-only gap crossing burns a wak"],"suggestedChange":"Audit shared SDK newMatches() to confirm it captures intents from arm-time forward (not just since last loop tick) β€” if the stacker-massimo blind-spot is confirmed fleet-wide, the SSV seller trigger is silently missing sellers and a core fi"},"issues":[{"scope":"core","title":"newMatches() arm-time blind-spot may silence SSV seller trigger","detail":"momentum-nikita's w40 watcher uses newMatches() to detect new fair-value SSV sellers. If newMatches() shares the structural gap flagged on stacker-massimo (intents posted between watcher arm and first poll loop are invisible), any SSV seller posting in that window goes undetected. The SSV seller tri","fix":"Audit sdk/scripts/wake-watch.js newMatches() to verify it indexes from watcher arm-time. If the blind-spot exists, fix at the SDK level β€” it affects every agent using newMatches() for opportunity detection (stacker-massimo, momentum-nikita, and potentially others)."}],"assessment":"9th consecutive hold confirmed by absence of any wake since w40 (64 min ago) β€” fast gap never cleared the 2pp threshold. Portfolio unchanged at ~$102.81 (41.9% USDC dry powder). The holdback is structural: crypto field compressed to 0.08–1.73pp all day Jun 14, no momentum leader has separated. Agent is healthy and correctly waiting."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":456,"wakes":43,"firstWakeMs":1780995929000,"lastWakeMs":1781463224000,"ageMin":146,"lastWhy":"Intent #1849 fails edge bar set in wake 32 (1-2% premium or 4h+ expiry). Premium 5%, time 1.47h β€” both below threshold. ","repeatWakes":19,"avgGapMin":243,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489728221,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":295}},"verdict":{"summary":"Still at 5 lifetime deals (all vs 0x57F8…B0ff / option-writer). W34 correctly rejected #1849 (premium 5%, expiry 1.47h β€” both below the dual bar established in w32: ≀1-2% premium AND β‰₯4h expiry). The ETH call ($1,680.32, 0.5 USDC, 8min left at Step-1 snapshot) has NOT triggered a w35 in 131min β€” meaning it was seeded into seenIntentIds on the first watcher p","badge":"RESTING; EXPIRING CALL MOOT","confidence":"high","bottomLine":"Agent is alive and correctly resting. The option-writer's ETH call ($1,680.32, 8min left, 0.5 USDC premium) is both watcher-invisible (seeded as 'already seen' on first poll after w34) and policy-barred (β‰₯4h expiry criterion would reject it at ~0min). No missed opportunity β€” this is the filter working as designed.","rootCause":{"class":"counterparty-starved","evidence":"All 5 lifetime deals vs 0x57F8…B0ff (option-writer). Option-writer's current live ETH call has 8min expiry β€” explicitly below the β‰₯4h bar set in w32. No new audited ETH/BTC options have appeared since w34 to trigger a fireWake; #1849 (last seen) failed both premium and expiry thresholds."},"reasoningRead":"Sound and on-mission. W34 applied the dual criterion (premium ≀1-2% AND expiry β‰₯4h) correctly to #1849. The watcher's seenIntentIds seed prevents re-waking on already-evaluated rejects β€” intentional design. The agent is not churn-looping; 43 wakes over a long window with avg_gap 243min reflects appropriate patience for a selective taker.","wakeTriggers":["New audited ETH/BTC option intent (template hash 0xb3d66f4b…) not in seenIntentIds since last poll","6h fallback (nextFallbackMin=310)","MISSING: re-evaluation trigger if a previously-seeded option moves deep ITM before expiry β€” seenIntentIds seed permanently blinds the watcher to options already"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole counterparty (all 5 deals 0x57F8…B0ff); posts audited ETH/BTC options with matching template hash β€” but current live call has 8min left","available":"active, posting; but current ETH call is"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Also evaluates Options; could post audited ETH/BTC options option-taker could take, but no evidence of it doing so","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"The ETH call ($1,680.32, 0.5 USDC, 8min left) is technically live but: (a) invisible β€” seeded into seenIntentIds on first poll after w34, never triggered fireWake; (b) policy-barred β€” β‰₯4h expiry criterion would reject it at ~0min remaining at wake. Whether a near-expiry deep-ITM call should override the expiry bar is an agent-level policy question, not a miss given current CLAUDE.md rules.","wakeScript":{"wellReasonedForMission":true,"good":["Filters strictly on template hash + ETH/BTC underlying β€” no false wakes on unaudited or non-target options","60s poll cadence is appropriate for a selective taker; not sub-minute busy-polling","6h fallback ensures recovery even if no new options appear","seenIntentIds seed correctly prevents re-waking on already-evaluated rejects from the current wake"],"lacking":["seenIntentIds seed on first poll permanently blinds the watcher to options that were on book at watcher-start β€” an option posted between agent-wake and watcher-","No expiry-proximity filter in the watcher: it would fireWake on a new 5-min-left option that the agent will immediately reject β€” a minor but wasteful wake"],"suggestedChange":"On seenIntentIds init, only seed options that were evaluated (and rejected/passed) in the most recent wake β€” not ALL current book options. Options that appeared post-wake but pre-seed should be treated as new. This closes the blind spot whe"},"issues":[{"scope":"agent","title":"seenIntentIds seed blinds watcher to options present at watcher-start","detail":"After each wake, runWatchLoop initialises seenIntentIds from the full current book on first poll β€” silently absorbing any option posted between wake-evaluation and watcher-arm. The ETH call with 8min left was almost certainly absorbed this way after w34, which is why no w35 fired in 131min despite t","fix":"Seed seenIntentIds from the set of intentIds explicitly evaluated (or explicitly seen) during the preceding wake, passed in as an argument β€” not from the live book poll. This way only genuinely-already-evaluated intents are suppressed."},{"scope":"agent","title":"No expiry pre-filter in watcher β€” near-expiry options cause wasteful wakes","detail":"A new option with <30min expiry would trigger fireWake and a full agent wake, only to be immediately rejected on the β‰₯4h criterion. Minor cost ($0.42/wake) but avoidable.","fix":"In the runWatchLoop filter, skip options where terms.expiry - Date.now() < 4h before pushing to newOptions β€” mirror the agent's own bar so the watcher doesn't fire on guaranteed-reject intents."}],"assessment":"Agent is alive and correctly resting. The option-writer's ETH call ($1,680.32, 8min left, 0.5 USDC premium) is both watcher-invisible (seeded as 'already seen' on first poll after w34) and policy-barred (β‰₯4h expiry criterion would reject it at ~0min). No missed opportunity β€” this is the filter working as designed."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":32,"msgs":709,"total":36681377,"totalUsd":8.72,"w5":1747159,"w5Usd":0.38,"w5PctPool":0.7,"w7":36681377,"w7Usd":8.72,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:20:10.156Z","tokens":721602,"usd":0.17,"msgs":14}},"onchain":{"deals":22,"openIntents":1,"balanceUsd":96.69,"realizedPnl":-11.31,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":455,"wakes":10,"firstWakeMs":1781445671878,"lastWakeMs":1781461900000,"ageMin":168,"lastWhy":"One option per wake; already posted in wake 9. Let it run. Ranking change (sNVDA return to Pyth data) requires portfolio","repeatWakes":0,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781477105872,"watching":"ETH call (intent 1878) resolves (accepted/expired), or 85 min fallback to settle","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":85}},"verdict":{"summary":"Prior run: agent adapted cleanly β€” expired equity bids triggered a watcher fire that led to w6/w7 accepts (deals 160, 161, 165) rather than blind re-posts. At w8 (194 min ago) accepted swap 1841 (deal 165, +0.05 sAAPL) and opened the option-writing sleeve: ETH call #1849 (10 USDC collateral, 0.5 USDC premium, strike 1680.32 vs oracle 1663.69 = 1% OTM, 1.5h T","badge":"EXPIRY SIGNAL MISSED","confidence":"medium","bottomLine":"ETH call #1849 (strike 1680.32, 1% OTM at posting) should have expired ~104 min ago, but ownIntentResolved failed to trigger a wake β€” the fallback in ~59 min will fire instead. On that wake, the contrarian engine will likely reassess the option sleeve (re-write or skip) and continue sAAPL/sNVDA worst-2 accumulation. Realized PnL -$11.37 reflects unrealised equity positions, not a systematic miss; the root issue here is a detection gap in core SDK, not the agent's strategy.","rootCause":{"class":"toolchain-blocked","evidence":"Intent 1849 posted w8 with 1.5h TTL; expected on-chain expiry at w8+90min; last_wake_min_ago=194, no wake since; ownIntentResolved polls every 60s and claims to handle expired state but did not fire; nextFallbackMin=59 is now the only scheduled trigger"},"reasoningRead":"Sound and on-mission through w8. The agent correctly diagnosed repeated -0.5% oracle equity bids (w3–w5) as a structural sell-side absence rather than a pricing error β€” it switched to accepting resting asks (w6/w7) rather than re-pricing further, which was the right call. The option-writing sleeve activation at w8 (30% allocation discipline) is on-mission. No churn detected; each wake advanced sta","wakeTriggers":["ownIntentResolved: intent 1849 resolved (accepted/expired/cancelled) β€” 60s poll [NOT FIRING despite expected expiry]","110-min fallback: nextFallbackMin=59 β€” will force wake ~59 min from now","MISSING: no trigger on resting sAAPL/sNVDA sell-side appearing β€” agent proved at w6/w7 it will accept these, but watcher is blind to new ask flow between option"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 4 of 7 recent deals; fills equity swap legs enabling the 70% stock sleeve","available":"dominant (124 deals, health ok)"},{"agent":"option-taker-matheus","fit":"maybe","why":"Targets cheap/near-decided in-the-money ETH options; #1849 at 1% OTM is borderline β€” unattractive unless ETH rallied toward 1680 during the ","available":"ok (5 deals, health ok)"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values options against Polymarket implied distributions β€” could see #1849 as mispriced if ETH moved toward strike, but 4 deals suggests limi","available":"ok (4 deals, health ok)"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; could opportunistically take equity swaps if option-writer prices drift, but not an option buyer","available":"ok (45 deals, health ok)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is blind to book between option cycles β€” no scan for resting sAAPL/sNVDA asks from stacker-massimo (now crashed) or rebalancer-lior; agent demonstrated at w6/w7 it will take these when detected, but current script only watches own intent #1849","wakeScript":{"wellReasonedForMission":true,"good":["Watches the specific live option intent (#1849) rather than generic book state β€” correct maker-waits-on-own-resolution pattern","110-min fallback exceeds the 1.5h option TTL by 20 min, ensuring a wake even if resolution detection fails (which it did)","Zero-LLM, lean loop with 60s cadence β€” appropriate for a time-bounded option lifecycle"],"lacking":["ownIntentResolved silently failed to detect expiry: option expired ~104 min ago, watcher kept polling without firing, fallback is now the only path to next acti","No secondary trigger for resting equity asks: agent showed strong accept behavior at w6/w7 but watcher won't surface that opportunity until the fallback fires"],"suggestedChange":"Audit ownIntentResolved in the SDK to confirm it reads on-chain expiry status (not just accepted/cancelled transitions) β€” the silent miss here delayed the next option-sleeve decision by ~104 min and counting; it will delay it a further 59 m"},"issues":[{"scope":"core","title":"ownIntentResolved does not reliably detect on-chain intent expiry","detail":"Intent 1849 had a 1.5h TTL posted at w8 (194 min ago); expected expiry ~90 min after posting (~104 min ago). ownIntentResolved polls every 60s and is documented to handle 'filled, expired, or cancelled' states, yet no fireWake was triggered. The agent is stuck waiting on a 110-min fallback instead o","fix":"Audit ownIntentResolved in sdk/scripts/wake-watch.js: verify the expired state check reads the correct on-chain field (e.g., block timestamp vs intent expiry vs contract state enum). Add an integration test covering an already-expired intent being passed on startup."},{"scope":"agent","title":"Watcher blind to resting equity asks between option cycles","detail":"Current wake script is single-purpose: watch intent 1849. When that resolves and a new option is posted, the next script will watch that intent. Resting sAAPL/sNVDA sells appearing in the book (e.g., from rebalancer-lior) won't trigger a wake β€” the agent will only discover them on the next fallback ","fix":"Add a secondary poll in the wake loop: scan for resting sAAPL/sNVDA asks within 1% of oracle price and fireWake if one appears alongside the option-intent resolution check."}],"assessment":"ETH call #1849 (strike 1680.32, 1% OTM at posting) should have expired ~104 min ago, but ownIntentResolved failed to trigger a wake β€” the fallback in ~59 min will fire instead. On that wake, the contrarian engine will likely reassess the option sleeve (re-write or skip) and continue sAAPL/sNVDA worst-2 accumulation. Realized PnL -$11.37 reflects unrealised equity positions, not a systematic miss; the root issue here is a detection gap in core SDK, not the agent's strategy."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":42,"msgs":816,"total":40908809,"totalUsd":15.71,"w5":2080402,"w5Usd":0.84,"w5PctPool":0.8,"w7":40908809,"w7Usd":15.71,"w7PctPool":1.7,"w5Son":919086,"w7Son":16287769,"hourly":[0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:45:37.551Z","tokens":919086,"usd":0.61,"msgs":18}},"onchain":{"deals":4,"openIntents":1,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781444699890,"containerAgeMin":455,"wakes":55,"firstWakeMs":1780941832000,"lastWakeMs":1781467214000,"ageMin":80,"lastWhy":"No mispriced opportunities. All directional swaps <1% edge. BTC binary edge requires distribution data (need poll-polyma","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551004352,"watching":"sMSFT<$420 intent #0x0723 resolves, new intent appears (β‰₯8pp bet, β‰₯3% swap), or 24h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1317}},"verdict":{"summary":"Continuity: sAAPL exit fully resolved at w56 (19:14 UTC); 7 USDC deployed into sMSFT <$420 binary #0x0723 at 79.94% implied (June 19 expiry). Now resting 65 min post-w56, nextFallbackMin dropped 1386β†’1332 (consistent with elapsed time). Nothing traded since. The mission-critical gap is the same structural one β€” the wake script has NO Polymarket-odds-shift tr","badge":"RESTING, ODDS BLIND","confidence":"high","bottomLine":"Alive and correctly armed (nextFallbackMin=1332, pidAlive=true); sole open intent is sMSFT <$420 binary #0x0723 posted 65 min ago at 79.94% implied. The agent cannot self-correct if Polymarket has since repriced sMSFT β€” the wake script carries no Polymarket poll trigger, making the 7 USDC position effectively unmonitored for odds drift until the 24h fallback fires or the binary settles.","rootCause":{"class":"counterparty-starved","evidence":"4 settled deals across 55 wakes (7.3% conversion); sMSFT binary #0x0723 is on-book with no confirmed taker; the binary market for this instrument is thin β€” LP-Maker does swaps, not binary taker-side; the natural takers (vulture-andrew, arb-hunter-tom) either haven't crossed or found no edge vs their"},"reasoningRead":"Sound β€” the agent correctly staged its exit (w55 at βˆ’1% oracle, w56 confirmed fill β†’ immediate capital redeployment into sMSFT binary). The logic is on-mission. The unsound element is not the per-wake reasoning but the wake-trigger architecture: the agent prices bets against Polymarket but receives no signal when Polymarket moves. It can reason well at wake time and still hold a stale position for","wakeTriggers":["#0x0723 resolved (filled or expired)","Any new intent on book (30s poll)","24h fallback (~1332 min remaining)","MISSING: Polymarket sMSFT implied-probability shift β‰₯5pp β€” the agent's core edge signal has no trigger path"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"Swap counterparty only; won't take the binary side of #0x0723","available":"ok, active"},{"agent":"mimic-ljuba","fit":"maybe","why":"Copy-trader that mirrors BinaryBets; waking in ~10 min per Step-1 β€” could evaluate #0x0723 and take the other side if it fits Ljuba's direct","available":"waking ~10 min"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries vs CEX feed; may have own MSFT pricing and could take if 79.94% is mispriced vs its oracle","available":"ok, 22 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off clearly-mispriced intents; will take #0x0723 only if 79.94% is exploitable vs its reference β€” 45 deals shows it's active","available":"ok, 45 deals"},{"agent":"bear-yosher","fit":"yes","why":"Bullish on tech equities β€” selling a 'MSFT <$420' binary (i.e., taking the β‰₯$420 side) aligns with its conviction; anchor #1820 expiring imm","available":"ok, but anchor #1820 expiring in 6 min"}],"reliableCounterparties":1,"missedOpportunities":"Bear-Yosher's anchor binary #1820 (6 min remaining at Step-1) and Option-Writer's ETH call (8 min remaining) both represent potentially-decidable intents. The agent's 'any new intent' trigger should have fired when these were posted, but w56 was 65 min ago β€” either these were posted after w56 and haven't yet triggered a new wake (30s poll lag possible but unlikely over 65 min), or they were evalua","wakeScript":{"wellReasonedForMission":false,"good":["Fires on #0x0723 resolution β€” correct, avoids holding past settlement","Fires on any new book intent β€” catches fresh pricing opportunities","24h fallback present; zero-LLM poll at 30s cadence is lightweight"],"lacking":["No Polymarket odds-shift trigger: if sMSFT <$420 moves β‰₯5pp on Polymarket the agent is blind for up to 24h β€” this is its primary edge signal and it has no path ","'Any new intent' is too broad: LP-Maker's 10 open intents plus every new posting drives the 64% repeat-wake rate (35/55); most evals return 'no edge' and burn $"],"suggestedChange":"Add a Polymarket sMSFT implied-probability poll inside the watch loop (poll-polymarket or equivalent SDK call); if |current_implied βˆ’ 0.7994| β‰₯ 0.05, fireWake('sMSFT Polymarket drift: {current}% vs entry 79.94%'). This is the single highest"},"issues":[{"scope":"agent","title":"Wake script has no Polymarket odds-monitoring path for held binary position","detail":"The agent's edge is Polymarket pricing. After entering sMSFT <$420 at 79.94%, it has no trigger for Polymarket drift. A 10pp move (e.g., 79.94%β†’69% on macro news) would go unseen for up to ~22h (nextFallbackMin=1332). The position size is small (7 USDC) but the design flaw scales with any future lar","fix":"Add poll-polymarket call inside runWatchLoop for sMSFT; fireWake on β‰₯5pp drift from entry implied."},{"scope":"agent","title":"Overly broad 'any new intent' trigger inflates repeat wakes","detail":"35/55 wakes (64%) are repeats at $0.61/wake = ~$21 potential wasted on non-actionable evals. LP-Maker alone has 10 open intents that each trigger a poll cycle.","fix":"Filter wake trigger to intents matching polymarket-ljuba's instrument whitelist (BinaryBets β‰₯8pp edge potential, Options) rather than any networkOpenIntent."}],"assessment":"Alive and correctly armed (nextFallbackMin=1332, pidAlive=true); sole open intent is sMSFT <$420 binary #0x0723 posted 65 min ago at 79.94% implied. The agent cannot self-correct if Polymarket has since repriced sMSFT β€” the wake script carries no Polymarket poll trigger, making the 7 USDC position effectively unmonitored for odds drift until the 24h fallback fires or the binary settles."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":100.85,"realizedPnl":0.85,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781444718298,"containerAgeMin":455,"wakes":54,"firstWakeMs":1780939200000,"lastWakeMs":1781444763000,"ageMin":454,"lastWhy":"Correct plan (trim sMSFT β†’ DCA BTC) requires US market open for stock oracle to be live. Waiting.","repeatWakes":49,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620200000,"watching":"Monday 2026-06-16T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2470}},"verdict":{"summary":"Still correctly armed and silent since w47 (06-14T13:46Z, now 439 min ago). nextFallbackMin=2485 (was 2539, Ξ”=54 β€” clocks confirm ~54 more minutes elapsed since prior summary, no new wake). sMSFT approved in w46; plan locked: trim sMSFT (+1.63pp) β†’ DCA BTC (-1.61pp) at Monday 06-16T13:30Z market open. No missed opportunities: US markets were closed the entir","badge":"ARMED FOR MONDAY","confidence":"high","bottomLine":"Correctly dormant 439 min since w47. nextFallbackMin=2485 (prior 2539, Ξ”=54 min elapsed β€” consistent) confirms watcher ticking to Monday 06-16T13:30Z; fallback fires 14:30Z. Zero LP-Maker or Vulture-Andrew stock asks were actionable in the 439-min window: US equity markets closed all weekend, oracle dark, and rebalancer needs to SELL sMSFT (not buy), so even if stock asks existed they would not serve this trim-then-DCA plan.","rootCause":{"class":"structural","evidence":"US equity markets closed Sat–Sun; sMSFT oracle dark until 06-16T13:30Z. Capital plan is sequenced (trim sMSFT first β†’ release USDC β†’ DCA BTC), so BTC leg also waits. This is correct β€” no fix needed."},"reasoningRead":"Sound and on-mission. w47 correctly diagnosed the only blocker (stock oracle offline weekends); w46 pre-approved sMSFT so Monday wake goes straight to execution. No churn β€” agent stopped re-posting BTC after #1294 filled in w45, recognized the stock-leg bottleneck, and parked cleanly. The 1.61pp BTC gap is a routine DCA slice, not an emergency. The watcher encodes the full plan in its label, makin","wakeTriggers":["Date.now() >= 2026-06-16T13:30:00Z, polled every 5 min (time-trigger; book-blind by design β€” correct, oracle gating is the real constraint not counterparty pres","Fallback: 2026-06-16T14:30:00Z via Math.max(..., 5*60_000) β€” edge-case hardened"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (124 deals, 10 open intents); most likely counterparty for both the sMSFT buy-side and the BTC ask on Monday open","available":"ok β€” armed, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp swap intents (45 deals); may offer BTC at a competitive rate; less likely to absorb sMSFT","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Appeared in settled_deals_detail (past counterparty); may hold BTC exposure to rotate β€” opportunistic fit","available":"ok, 9 deals"}],"reliableCounterparties":1,"missedOpportunities":"None. Rebalancer's plan requires SELLING sMSFT, not buying β€” so LP-Maker/Vulture-Andrew stock ASKs (offers to sell stock) are irrelevant to this plan direction. No live stock oracle during Sat–Sun means the trim leg can't be priced regardless. BTC leg is sequenced behind the trim; no BTC asks in this window were actionable without the sMSFT proceeds. Watcher is appropriately blind to the book here","wakeScript":{"wellReasonedForMission":true,"good":["Pure time-trigger (Date.now() >= MARKET_OPEN_MS) β€” correct for this mission; oracle availability, not counterparty presence, is the real gate","Zero-LLM watcher; 5-min poll cadence appropriate for a known UTC timestamp target","Math.max(..., 5*60_000) prevents zero/negative FALLBACK_MS edge case on Monday morning itself","Label encodes the full trade plan ('trim sMSFT +1.63pp, DCA BTC -1.61pp') making Monday triage trivial without re-reading CLAUDE.md"],"lacking":["No intra-day retry arm: if Monday's sMSFT trim intent expires unfilled, next wake is a cold LLM re-plan β€” no pre-armed follow-up cadence"],"suggestedChange":"After Monday's wake posts the sMSFT trim intent, arm a follow-up watcher at +1h with the intent ID to check fill status and repost at wider premium if expired β€” avoids a full LLM cold-start for what is a routine retry."},"issues":[{"scope":"agent","title":"No intra-day retry cadence after Monday market-open execution","detail":"If sMSFT trim intent expires unfilled Monday (thin buyer side, wrong premium), the agent falls back to a cold LLM re-plan wake rather than a pre-armed retry. Given prior BTC DCA required 4+ premium escalations (#1156–#1294), stock intents may face similar friction.","fix":"In Monday's wake, after posting trim intent, arm a watcher on that intent ID at +1h: check fill β†’ repost at oracle+0.5% premium step if expired. Mirror the BTC escalation pattern already proven in w40–w44."}],"assessment":"Correctly dormant 439 min since w47. nextFallbackMin=2485 (prior 2539, Ξ”=54 min elapsed β€” consistent) confirms watcher ticking to Monday 06-16T13:30Z; fallback fires 14:30Z. Zero LP-Maker or Vulture-Andrew stock asks were actionable in the 439-min window: US equity markets closed all weekend, oracle dark, and rebalancer needs to SELL sMSFT (not buy), so even if stock asks existed they would not serve this trim-then-DCA plan."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781444736701,"containerAgeMin":454,"wakes":47,"firstWakeMs":1780948343000,"lastWakeMs":1781471100000,"ageMin":15,"lastWhy":"No takeable sNVDA sell ≀oracleΓ—1.01 and ≀12 USDC. Bid 1833 at oracle+0.5% is live and correctly priced. No refresh neede","repeatWakes":40,"avgGapMin":189,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781473807681,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":30}},"verdict":{"summary":"Step-1 flagged a crash (armed=false/pidAlive=false) but current data shows full recovery: armed=true, pidAlive=true, nextFallbackMin=45, wakes_failing=false β€” w45 (21:05) just completed cleanly. Step-1's crash was a transient between-wake snapshot captured while the old watcher process had exited and before w45 re-armed. Prior newMatches() blind-spot (LP sNV","badge":"LIVE, BOOK EMPTY","confidence":"high","bottomLine":"Watcher is alive β€” armed=true, pid alive, 45-min fallback set. Six consecutive wakes (w38–w45) confirm no takeable sNVDA sell-side exists; bid 1833 unmatched. The structural newMatches() first-poll blind-spot (prior: confirmed LP ask expired unfilled) persists but has nothing to miss right now. Root cause is the market: LP-Maker's sNVDA ask has been absent for hours.","rootCause":{"class":"counterparty-starved","evidence":"w38–w45 all report zero posterGives=sNVDA open intents; LP-Maker sNVDA ask absent since ~w157 per prior summary; bid 1833 (10 USDC, oracle+0.5%) unmatched; 3 of 4 visible settled deals were LP-Maker-Matheus swaps"},"reasoningRead":"Sound, correct problem. Agent correctly identifies no sNVDA sell-side each wake, holds bid 1833 without unnecessary refresh (drift=0%), and defers. The loop is disciplined, not churning. The only structural error is the newMatches() blind-spot β€” an SDK-level issue, not a reasoning error in the agent's own logic.","wakeTriggers":["ownIntentResolved: bid 1833 filled or expired","oracle drift >0.5% from $205.10 (ORACLE_BASE at bid-post time)","newMatches(): new sNVDA sell intent appearing after watcher arms (posterGives=sNVDA, posterWants=USDC, cost ≀12 USDC, price ≀oracleΓ—1.01)","45-min fallback","MISSING: pre-seed scan of existing open intents β€” newMatches() seeds seenIntents on first poll and immediately returns, so any sNVDA ask already live when watch"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 visible settled deals; posts sNVDA asks when rebalancing inventory β€” but sNVDA ask absent from book since ~w157","available":"active (dominant, 13 deals/5h) but no cu"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 confirmed settled deal; may post sNVDA as part of 70/30 portfolio rebalance","available":"active (22 deals lifetime) but no curren"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-via-swaps mission could produce sNVDA sell if overweight; no confirmed deal history with stacker","available":"active (15 deals) but no confirmed sNVDA"}],"reliableCounterparties":1,"missedOpportunities":"Confirmed prior miss: LP-Maker sNVDA ask posted between w41 (17:58) and watcher reseed expired unfilled β€” newMatches() blind-spot. Since w42 through w45 (~3.5 hours), no sNVDA sells in book per agent-reported confirmation, so no further measurable misses in this window. If LP-Maker does post sNVDA ask while watcher is in its first-poll seed phase, that miss would recur.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on bid 1833 resolved β€” no wasted 45-min wait on the key accumulation event","Oracle drift >0.5% trigger prevents stale pricing after bid-post price moves","posterGives/posterWants filter is directionally correct β€” won't accept bids (which would sell stacker's stack)","Cost ceiling ≀12 USDC and price ≀oracleΓ—1.01 match mission parameters exactly","Zero-LLM, 45-min fallback, 60s poll cadence β€” appropriate for a 24/7 patient accumulator"],"lacking":["newMatches() blind-spot: first runWatchLoop iteration seeds seenIntents and returns immediately β€” any sNVDA ask already live when watcher arms is undetectable u"],"suggestedChange":"Before the `if (!seenIntents) { seenIntents = new Set(...); return; }` guard, add a pre-seed check: scan current intents with isTakeableSnvdaSell() and fireWake() if any match. One line; closes the blind-spot without changing watcher cadenc"},"issues":[{"scope":"agent","title":"newMatches() first-poll blind-spot in current.ts","detail":"Line ~49 of current.ts: `if (!seenIntents) { seenIntents = new Set(...); return; }` β€” seeds and exits without checking for already-live sNVDA asks. Any takeable ask on the book when the watcher arms is invisible for up to 45 min. Confirmed miss: LP-Maker ask between w41 and w42 expired unfilled.","fix":"Insert before the seed guard: `const initTakeable = intents.filter((i: any) => isTakeableSnvdaSell(i, oracleNow)); if (initTakeable[0]) fireWake('existing takeable sNVDA sell ' + initTakeable[0].intentId);` β€” then proceed to seed seenIntents and return."},{"scope":"core","title":"newMatches() seed-and-skip pattern is a fleet-wide blind-spot template","detail":"The seed-then-return pattern is idiomatic in wake-watch.js but structurally misses any intent already live at watcher startup. Any agent using newMatches() for open-book detection (stacker, potentially others) inherits this miss. The prior LP-Maker ask miss is one confirmed data point.","fix":"Add an `onInit` callback to newMatches() or document the pre-seed scan pattern in wake-watch.js SDK docs as the required idiom for responders that must catch book state at watcher-arm time."},{"scope":"agent","title":"LP-Maker sNVDA ask absent β€” stacker's only reliable counterparty not posting sell-side","detail":"w38–w45 (6+ hours) confirm no sNVDA sell-side. LP-Maker's sNVDA ask has been absent since ~w157 per prior summary. Stacker has 1 reliable counterparty (LP-Maker, 3/4 deals) that isn't currently posting; bid 1833 will expire unfilled unless LP-Maker rebalances or another agent posts.","fix":"Investigate LP-Maker's current sNVDA inventory and ask-posting logic β€” is its sNVDA stock depleted, or is the oracle-priced ask failing to post? This is a fleet liquidity gap, not a stacker-side issue."}],"assessment":"Watcher is alive β€” armed=true, pid alive, 45-min fallback set. Six consecutive wakes (w38–w45) confirm no takeable sNVDA sell-side exists; bid 1833 unmatched. The structural newMatches() first-poll blind-spot (prior: confirmed LP ask expired unfilled) persists but has nothing to miss right now. Root cause is the market: LP-Maker's sNVDA ask has been absent for hours."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781444755074,"containerAgeMin":454,"wakes":39,"firstWakeMs":1780924988000,"lastWakeMs":1781466120000,"ageMin":98,"lastWhy":"Nothing clears the 1.5% dislocation threshold. SSV closest at +1.37% but sub-threshold and zero inventory. Stocks market","repeatWakes":28,"avgGapMin":237,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781480816526,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC (4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":147}},"verdict":{"summary":"Three wakes since last summary (w38/w39/w40, 06-14T18:56–19:42) all confirm the same hold: no crypto dislocation β‰₯1.5%, stocks market-hours blocked (Sunday), SSV zero inventory. The BTC trailing avg has drifted DOWN from $64,163.20 β†’ $63,999.38 while spot is unchanged (~$63,909), so the gap to the buy-dip trigger has actually WIDENED from ~$708 to ~$870 β€” co","badge":"HOLDING β€” SUNDAY GATES","confidence":"high","bottomLine":"Gap to BTC buy-dip trigger WIDENED to ~$870 (avg drifted down $164 while spot held ~$63,909); stocks closed all Sunday; three consecutive wakes (w38–w40) confirm structurally correct hold. Next live gate is Monday 13:30 UTC β€” wake script is already armed for it.","rootCause":{"class":"structural","evidence":"No asset crosses 1.5% dislocation threshold as of w40 (83min ago). BTC buy-dip trigger at $63,039 ($63,999.38 avg Γ— 0.985) vs spot ~$63,909 β€” gap ~$870. Stocks gated until 2026-06-15T13:30 UTC. SSV at +1.37% above avg (sell signal, zero inventory blocks sell). Zero open intents, 5 lifetime deals all"},"reasoningRead":"Sound and solving the right problem. Each wake correctly checks threshold, reports the deviation, identifies the structural block (Sunday / zero inventory), and defers without burning tokens. No churn β€” the agent is not re-deriving the same wrong move, it is correctly tracking the gap and waiting for a real signal. One nuance: the trailing avg drifting toward spot (converging down $164 since prior","wakeTriggers":["Crypto buy-dip: any of BTC/ETH/SSV ≀ trailing_avg Γ— 0.985 (polled every 60s)","US market open: Date.now() >= 2026-06-15T13:30:00Z fires immediately","4h fallback: armWatcher fallbackMs=14400000"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals are vs LP-Maker; it quotes delivered swaps near oracle mid from deep inventory β€” natural fill for any dislocation buy","available":"awake, 10 open intents, dominant (13/16 "},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; could cross swing-nikita's dip-buy if rebalancer's target weight is the same asset on the sell side","available":"15 deals lifetime, health ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum rotates into strongest mover β€” if it's selling what swing-nikita is buying (mean-reversion vs momentum divergence), they could cros","available":"9 deals lifetime, health ok"}],"reliableCounterparties":1,"missedOpportunities":"None. SSV was the closest at +1.37% (w37–w40) but that is a sell signal with zero inventory β€” correctly blocked. No buy-dip β‰₯1.5% has appeared on BTC, ETH, or SSV through w40. No intents posted by counterparties in the dislocation direction that swing-nikita could have taken.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger: crypto buy-dip poll (60s) OR hardcoded market-open timestamp β€” catches both intraday crypto moves and the Monday open gate in one script","Correctly suppresses SSV sell-strength arm given zero inventory β€” only watches buy-dips, not sell-strength, avoiding a dead branch","Trailing avgs baked in from w40 scan (BTC $63,999.38, ETH $1,663.86, SSV $2.30) β€” cheap deterministic check, zero-LLM","4h fallback present; cadence appropriate for a patient dislocation fader (avg_gap_min=237 historically)"],"lacking":["No awareness that trailing avg is drifting toward spot (avg fell $164 vs stable spot) β€” gap to trigger is widening silently; agent would benefit from logging av"],"suggestedChange":"Log `(avg - spot) / avg Γ— 100` for each asset each wake so the observer can see whether the gap is narrowing or widening over time; right now three consecutive 'no dislocation' wakes look identical even when the structural gap is quietly wo"},"issues":[{"scope":"agent","title":"Trailing avg convergence toward spot silently widens trigger gap","detail":"BTC trailing avg dropped $164 (from $64,163 β†’ $63,999) while spot held ~$63,909. Gap to buy-dip trigger widened from ~$708 to ~$870. If this pattern continues Monday (spot sideways, avg keeps drifting down), the 1.5% threshold may never clear even if spot dips slightly.","fix":"Emit avg-vs-spot deviation delta in each wake log so drift direction is observable; consider a longer-lookback window or anchoring avg to a fixed N-day close rather than a rolling sample that converges on recent sideways price."}],"assessment":"Gap to BTC buy-dip trigger WIDENED to ~$870 (avg drifted down $164 while spot held ~$63,909); stocks closed all Sunday; three consecutive wakes (w38–w40) confirm structurally correct hold. Next live gate is Monday 13:30 UTC β€” wake script is already armed for it."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":175,"msgs":3419,"total":198467672,"totalUsd":109.87,"w5":10514717,"w5Usd":7.95,"w5PctPool":4.2,"w7":198467672,"w7Usd":109.87,"w7PctPool":8.3,"w5Son":9653447,"w7Son":140943042,"hourly":[0.77,1.75,1.04,1.36,3.03,8.35,6.99,7,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:14:35.706Z","tokens":507276,"usd":0.38,"msgs":11}},"onchain":{"deals":45,"openIntents":6,"balanceUsd":100.7,"realizedPnl":0.68,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781442684035,"containerAgeMin":489,"wakes":160,"firstWakeMs":1780945920000,"lastWakeMs":1781471280000,"ageMin":12,"lastWhy":"check-my-quotes flagged 1867 as uncompetitive (target 1%, was 1.43%). Fresh TTL on 1871 outlives rival 1869 so fills aft","repeatWakes":122,"avgGapMin":55,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781473982710,"watching":"13 intents, none takeable; soonestExpiry=1781473285; next poll 92s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":73,"nextFallbackMin":33}},"verdict":{"summary":"pidAlive=false confirmed NORMAL: w143 logs 'Watcher relaunched PID 128666, fallback…' showing the agent explicitly self-relaunches the watcher each wake; armed=true/nextFallbackMin=34 with last_wake 11min ago is the expected inter-wake state, not a process anomaly. Taking engine active this cycle: caught SSV oracle jump (took 1813, w141), gas-disciplined a -","badge":"ACTIVE, BAITS UNDERCUT","confidence":"high","bottomLine":"Alive and functioning β€” 45 settled deals, 1 new take this cycle (SSV 1813 oracle jump, w141). pidAlive=false is normal watcher self-relaunch architecture, not a crash. The 4 open bait sells at 1% are structurally undercut by LP-Maker at 0.22-0.35%; check-my-quotes (working: caught 1867 at 1.43%, requoted to 1871) cannot close a 0.65-0.78 pp floor gap β€” this is a fleet/market-structure problem, not an agent defect.","rootCause":{"class":"structural","evidence":"LP-Maker posts swaps at 0.22-0.35%, undercutting Vulture's 1% bait-sell floor for any rational taker; taking engine (scan-edges) remains functional β€” took 1813 on SSV oracle jump (w141); gas skip at w142 ($0.03 gross vs ~$1 gas) was correct discipline"},"reasoningRead":"Sound and on-mission each wake: gas discipline enforced (w142 skip), oracle-jump edge identified and taken (w141 1813), infinite-loop bug self-caught and wake relaunched (w142 1834), check-my-quotes requote active (w145 1867β†’1871). Solving the right problem; not churning.","wakeTriggers":["new takeable edge β‰₯1% via scan-edges (30s poll)","pre-expiry ~5min before soonest intent expires","quote erosion/undercut detected by check-my-quotes (cancelCmds>0)","2h hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary deal source (3/7 recent); Vulture takes LP-Maker's stale/mispriced intents on oracle jumps; LP-Maker's 0.22-0.35% also structurally ","available":"ok, 10 open intents"},{"agent":"arb-hunter-tom","fit":"yes","why":"2/7 recent deals; arb hunter targets near-decided edges that may include Vulture's baits","available":"ok, 22 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Waking in ~10min after 255min dormancy; mirrors bets and takes binaries β€” may fill Vulture's binary/swap baits","available":"imminent wake"},{"agent":"option-writer-matheus","fit":"maybe","why":"1/7 recent deal; swap activity occasionally overlaps","available":"ok, 22 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"1/7 recent deal; momentum swaps occasionally align with Vulture's bait sells","available":"ok, 9 deals"}],"reliableCounterparties":2,"missedOpportunities":"None identified: w142 gas skip ($0.03 gross vs ~$1 gas) was correct discipline; 1867 requote was caught and resolved by check-my-quotes within the same cycle (w145); oracle-jump take on 1813 executed promptly (w141).","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges β‰₯1% trigger directly aligned with taker-first mission β€” fires exactly when there is something to take","pre-expiry ~5min trigger prevents profitable intents from expiring unfilled without polling cost","check-my-quotes erosion/undercut guard keeps bait positions competitive continuously without LLM cost","honeypot pre-seed (779, 836, 869) prevents re-firing on confirmed traps","30s poll cadence is lean β€” not sub-minute spam, appropriate for an opportunistic taker","2h hard fallback suits a patient agent; watcher self-relaunches per wake (confirmed w143)"],"lacking":["check-my-quotes caused an infinite loop on intent 1834 (w142) β€” same intent triggered recursive requote cycle when rival fell below floor; loop guard is absent"],"suggestedChange":"Add a per-intent seen-requote guard in the watcher loop: track a Set of intentIds requoted this poll tick; skip any that reappear in the same check-my-quotes output to prevent the 1834-style infinite-loop recurrence."},"issues":[{"scope":"agent","title":"LP-Maker's 0.22-0.35% spreads structurally undercut Vulture's 1% bait-sell floor","detail":"All 4 current bait sells (ETH, SSV, sMSFT, BTC) are at 1%+; LP-Maker posts the same assets at 0.22-0.35%. Any rational taker goes to LP-Maker first β€” Vulture's bait fills only during LP-Maker gaps or oracle jumps. check-my-quotes cannot close a 0.65-0.78 pp structural gap.","fix":"Fleet: coordinate LP-Maker to leave specific assets/windows uncovered so Vulture's baits have a clear lane; or give Vulture a dynamic floor that adjusts to LP-Maker's posted spread + a margin rather than a fixed 1% absolute."},{"scope":"agent","title":"check-my-quotes infinite-loop risk (w142: intent 1834)","detail":"When a rival appeared below floor mid-wake, check-my-quotes set target=1% but 1.77% exceeded the 0.25% threshold, triggering a recursive cancel/repost cycle. Wake self-recovered and relaunched watcher, but the bug is latent and could stall a future wake.","fix":"In the watcher's runWatch loop, maintain a Set of intentIds already requoted this tick; skip any that reappear in check-my-quotes cancelCmds output to make requoting idempotent within a single 30s poll."}],"assessment":"Alive and functioning β€” 45 settled deals, 1 new take this cycle (SSV 1813 oracle jump, w141). pidAlive=false is normal watcher self-relaunch architecture, not a crash. The 4 open bait sells at 1% are structurally undercut by LP-Maker at 0.22-0.35%; check-my-quotes (working: caught 1867 at 1.43%, requoted to 1871) cannot close a 0.65-0.78 pp floor gap β€” this is a fleet/market-structure problem, not an agent defect."}}],"unattributed":{"sessions":8780,"tokens":182292554,"usd":96.54,"w5":13939749,"w5Usd":8.83,"hourly":[1.2,1.22,1.76,1.64,3.01,1.27,0.83,1.18,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5969,"tokens":50632719,"usd":117.21,"w5":3358702,"w5Usd":11.31,"hourly":[2.95,1.64,2.37,1.87,2.48,2.12,2.52,4.44,1.55,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1536322996,"grandUsd":937.43,"grandSessions":15785,"attributedTokens":1303397723,"unattributedTokens":182292554,"boardTokens":50632719,"reassembledTokens":1536322996,"tokensBalance":true,"attributionPct":87.7,"multiMatchSessions":146,"sessionsScanned":10824,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":75707,"dedupedMsgs":37428,"rawTokens":3491721415,"dedupedTokens":1536322996,"dupRatio":2.273}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T21:19:09.123Z","swarm":{"headline":"SEENIDS BLINDS BINARY + OPTIONS","funnel":{"posted":1876,"settled":167,"conversionPct":8.9,"byTemplate":{"swap":{"settled":14,"ofRecent16":14,"note":"LP-Maker anchors 12/14; 0xBd6a…9863 external takes 7"},"custom":{"settled":2,"ofRecent16":2,"note":"Both 0x57F8…B0ff↔Option-Taker; binaries and live ETH call all open/expiring unfilled"}}},"liquidityMap":[{"market":"Swap / synthetic equities + cr","flow":"LP-Maker-Matheus ⇄ {Momentum-Nikita, Swing-Nikita, Rebalancer-Lior, Option-Writer-Matheus, 0xBd6a…9863}","status":"ACTIVE β€” 12/16 recent deals through LP-Maker; 0xBd6a…9863 untracked external is "},{"market":"sNVDA swap","flow":"LP-Maker-Matheus β†’ Stacker-Massimo (blocked)","status":"DARK β€” LP-Maker sNVDA ask absent w157–w163 (6 wakes); Stacker bid #1833 (10 USDC"},{"market":"BTC binary","flow":"Bear-Yosher ⇄ Mimic-Ljuba","status":"THIN β€” 9 consecutive $65k expirations; Mimic-Ljuba only confirmed taker (deal #1"},{"market":"ETH options","flow":"0x57F8…B0ff β†’ Option-Taker-Matheus","status":"STALLED β€” live ETH call ($1,686.51, 55min left) seeded into seenIntentIds at arm"},{"market":"IndexBasket","flow":"index-maker ↔ index-taker","status":"OFFLINE β€” both agents never provisioned; 38 consecutive null cycles; 0 intents, "}],"causalLinks":[{"cause":"newMatches() seenIds baseline locks on arm β€” intents already seen at watcher start are never re-surfaced","effect":"Mimic-Ljuba cannot fire on Bear-Yosher #1820 despite being the only taker; Option-Taker-Matheus cannot fire on live ETH ","evidence":"Mimic-Ljuba: #1820 in baseline seenBinaryIds, fallback fires ~2min post-expiry (nextFallbackMin=57); Option-Taker: ETH call seeded at arm time, no w35 triggered despite 131min window and armed=true"},{"cause":"Bear-Yosher has exactly 1 reliable binary counterparty (Mimic-Ljuba) AND Mimic-Ljuba's seenIds blind-spot prevents re-fi","effect":"9 consecutive $65k expirations unfilled; #1820 expired; tightened to $64,800 (#1848) but same blind-spot applies to next","evidence":"9 consecutive expirations cited in bear-yosher summary; deal #159 (BTC<$64,500) only confirmed binary fill; Mimic-Ljuba nextFallbackMin=57 fires after expiry window"},{"cause":"LP-Maker-Matheus sNVDA ask inventory depleted β€” dark since w157, no replenishment mechanism","effect":"Stacker-Massimo bid #1833 (10 USDC, oracle+0.5%) unmatched across w38–w45; sNVDA market has no supply side","evidence":"w157–w163 each log '10/12 or 11/12 live (sNVDA ask absent/dark)'; stacker summary: 'w38–w45 all report zero posterGives=sNVDA open intents'"},{"cause":"US equity market closed Saturday–Sunday (oracle dark until 2026-06-16T13:30Z)","effect":"Rebalancer-Lior, Swing-Nikita both correctly holding; Momentum-Nikita no 2pp signal; combined capital idle but mission-c","evidence":"Rebalancer nextFallbackMin=2472 (Monday 06-16T13:30Z unlock); Swing-Nikita stocks gated until 06-15T13:30Z; Momentum 9 consecutive holds since w31 β€” intraday range 0.076–1.730pp vs 2pp threshold"},{"cause":"Option-Writer-Matheus #1849 (1.5h TTL) expired but ownIntentResolved poller did not fire a wake","effect":"Option-Writer has gone 194min without a wake despite its own intent expiring; next scheduled trigger is nextFallbackMin=","evidence":"last_wake_min_ago=194; #1849 posted w8 with 1.5h TTL; armed=true/pidAlive=false/nextFallbackMin=46 β€” ownIntentResolved claim unverified by actual behavior"}],"insights":[{"severity":"critical","title":"newMatches() seenIds blind-spot β€” 2 active agents silently skip on-book intents","detail":"Mimic-Ljuba cannot re-fire on Bear-Yosher #1820/#1848 (seenBinaryIds set at arm); Option-Taker-Matheus cannot react to live ETH call ($1,686.51, 55min left) seeded at arm time β€” no w35 in 131min. Both agents look healthy (armed=true, wakes_failing=false) but cannot act on the intents they exist to fill. This is the same defect in two separate agent classes (binary + options).","evidence":"Mimic-Ljuba fallback=57min fires post-expiry; Option-Taker 131min blind window on live call; stacker-massimo prior cycle also cited newMatches() gap β€” 3 agents across 2 templates","scope":"core","fix":"newMatches() must re-surface intents whose TTL is within N minutes of expiry, regardless of seenIds β€” expiry proximity overrides the dedup filter"},{"severity":"warn","title":"sNVDA supply dark β€” LP-Maker depleted, no replenishment path, Stacker bid unmatched","detail":"LP-Maker sNVDA ask absent across 6 confirmed wakes (w157–w163); Stacker-Massimo bid #1833 (10 USDC at oracle+0.5%) sits unmatched with 280min TTL. Neither agent's mission includes an inventory reload trigger. LP-Maker self-diagnosed at w158 but no recovery in 6 wakes.","evidence":"LP-Maker logs '10/12 live' (sNVDA gap) at w162–w163; Stacker open book entry: 'gives 10 USDC β†’ wants 0.04852 sNVDA (280m left)'","scope":"fleet","fix":"Add sNVDA inventory replenishment path to LP-Maker mission (oracle-sourced restocking or alert to human); alternatively, source sNVDA from Stacker-Massimo's perspective once a supply agent is provisioned"},{"severity":"warn","title":"IndexBasket market offline β€” both sides unprovisioned for 38 cycles","detail":"index-maker and index-taker both have armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens, null wake script β€” never instantiated. Full market (LONG + SHORT side) dark for 38 consecutive observation cycles.","evidence":"index-maker summary: '37th consecutive null cycle'; index-taker summary: '38th consecutive null cycle'; both show tokens_lifetime_usd=0, wakes=0","scope":"core","fix":"Provision wallet addresses, CLAUDE.md configs, and watcher scripts for both index-maker and index-taker; they are mutually dependent β€” both sides must go live together"},{"severity":"warn","title":"Binary market structurally thin β€” Bear-Yosher has 1 counterparty; 9 straight expiries unfilled","detail":"Bear-Yosher has exactly 1 confirmed binary taker (Mimic-Ljuba, deal #159). The seenIds bug (see critical insight) compounds this β€” even Mimic-Ljuba cannot re-fire on near-expiry intents. Tightening from $65k β†’ $64,800 is correct adaptation but does not address counterparty scarcity.","evidence":"9 consecutive $65k expirations; 1 reliable counterparty; Mimic-Ljuba nextFallbackMin=57 fires after #1820 expiry window; BTC at $63,793 (~1.5% OTM for #1848)","scope":"fleet","fix":"Core seenIds fix is the highest-leverage unblock; secondarily, recruit a second binary taker (e.g. arb-hunter-tom has binary capability) who can fire on BTC <$64,800"},{"severity":"ok","title":"Stacker-Massimo crash was transient β€” fully recovered at w45","detail":"Step-1 flagged armed=false/pidAlive=false as a crash. Step-2 confirms this was a between-wake process exit snapshot: w45 completed cleanly (21:05), watcher re-armed with nextFallbackMin=32. wakes_failing=false, no error. The agent is alive and waiting for sNVDA supply.","evidence":"Step-2: 'armed=true, pidAlive=true, nextFallbackMin=45, wakes_failing=false β€” w45 (21:05) just completed cleanly'","scope":"fleet","fix":"No action needed β€” between-wake pidAlive=false is normal for agents that relaunch watcher each cycle (also confirmed for vulture-andrew)"},{"severity":"ok","title":"0xBd6a…9863 is second-largest fleet counterparty β€” untracked","detail":"External account 0xBd6a…9863 settled 7/16 recent deals (all swap-type: 6 vs LP-Maker, 1 vs Rebalancer-Lior). Larger than any single named agent-to-agent pair. Behavior appears consistent and benign but no visibility into its intent patterns.","evidence":"Recent deals list: LP-Maker↔0xBd6a (Γ—6), Rebalancer-Lior↔0xBd6a (Γ—1); orient context: 'external accounts for 7/16 recent deals'","scope":"fleet","fix":"Profile 0xBd6a…9863 β€” identify its template preferences and schedule patterns; could be a strategic market-making partner or arbitrageur worth optimizing against"}],"fleetMoves":[{"scope":"core","action":"Fix newMatches() to re-surface intents nearing expiry regardless of seenIds β€” expiry-proximity override unblocks mimic-ljuba (binary) and option-taker-matheus (options) simultaneously; highest-leverage single change this cycle"},{"scope":"core","action":"Provision index-maker + index-taker together (wallet, CLAUDE.md, watcher script) β€” IndexBasket market has been 100% offline for 38 cycles; both sides required simultaneously"},{"scope":"fleet","action":"Add sNVDA inventory replenishment trigger to LP-Maker mission β€” 6+ confirmed wakes of self-diagnosed gap with no recovery path; Stacker-Massimo bid unmatched until supply returns"},{"scope":"fleet","action":"Recruit second BTC binary taker (arb-hunter-tom is a candidate) to give Bear-Yosher a counterparty beyond Mimic-Ljuba β€” 9 consecutive expirations with 1 reliable taker is a structural ceiling the seenIds fix alone cannot fully solve"}],"at":"2026-06-14T21:21:15.351Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB DOMINATES; STACKER CRASHED","healthDelta":"Marginally worse vs last run: stacker-massimo is now armed=false/pidAlive=false/nextFallbackMin=null (crashed, not resting) β€” prior run surfaced the structural newMatches() blind-spot but the process was still alive; it is now down. Everything else stable: LP-Maker still anchors 13/16 recent deals, ","focusAreas":["stacker-massimo CRASHED: armed=false, pidAlive=false, nextFallbackMin=null β€” no longer just blind, now offline; prior structural newMatches() miss may have ended in a non-recovery","Two imminent expirations: Bear-Yosher anchor #1820 (6min left) and Option-Writer ETH call strike $1,680.32 (8min left) β€” both may expire unfilled unless a taker fires now","mimic-ljuba waking in ~10min (nextFallbackMin=10) after 255min dormancy β€” the only agent positioned to take Bear-Yosher's expiring binary","LP-Maker burn $66.88/5h (dominant cost center, 10 open intents) β€” sNVDA ask absent since w157 per prior; verify current book position","0xBd6a…9863 external accounts for 7/16 recent deals β€” untracked but second-largest counterparty fleet-wide"],"perAgentFocus":{"arb-hunter-tom":"Edge compressed to -13bps on SSV by w237; nextFallbackMin=26 now. Did any surface (SSV, BTC binary, or other) clear the take bar in the 16min since last wake, or is this another confirmed-no-edge hold?","bear-yosher":"Anchor #1820 (BTC<$65,000) has 6min left on the book β€” did it get taken or expire, and is Deal #159 (BTC<$64,500, exp June 15 17:59Z) still in-the-money at current BTC ~$63,752?","index-maker":"36th consecutive null cycle β€” is there any new provisioning signal (wallet, config, env var, watcher) this cycle, or is this another identical null?","index-taker":"37th consecutive null cycle β€” same question: any provisioning signal, or another null identical to prior?","lp-maker-matheus":"sNVDA ask was inventory-depleted from w157 onward per prior summary β€” is sNVDA currently absent from the 10 open intents on the book, and did w158+ self-repair attempt succeed or is the sNVDA slot still dark?","mimic-ljuba":"nextFallbackMin=10 means imminent wake after 255min dormancy β€” does Bear-Yosher's expiring anchor (#1820, 6min left) or any other resting binary meet the β‰₯3pp edge floor, and will mimic fire in time?","momentum-nikita":"8 consecutive holds post-w40 crypto-only pivot; nextFallbackMin=422. Has the fast gap reached β‰₯2pp dual-confirmation threshold since w40 (62min ago), or is this confirmed 9th consecutive hold with portfolio still unchanged at ~$4X USDC?","option-taker-matheus":"Option-Writer's ETH call (strike $1,680.32, 0.5 USDC premium, 8min left) is live on the book β€” does it fail the β‰₯4h expiry criterion (it will be ~0min at wake), and is option-taker's watcher even seeing this intent or already past it?","option-writer-matheus":"ETH call #1849 (8min left, 0.5 USDC premium) is about to expire; nextFallbackMin=61 suggests the watcher won't fire until well after expiry β€” did option-taker or anyone take it, and what does the contrarian engine queue next?","polymarket-ljuba":"Binary #0x0723 (sMSFT <$420, 79.94% implied, June 19 expiry) is the sole open intent; nextFallbackMin=1334. Has the Polymarket implied probability on sMSFT shifted meaningfully, and is any other agent's resting intent newly mispriced vs Pol","rebalancer-lior":"Armed and silent at nextFallbackMin=2487 (~Monday 13:30Z market open). Did any LP-Maker or Vulture-Andrew sNVDA/sAAPL/sMSFT ask appear in the 437min since w47 that rebalancer could have taken if its watcher watched the book β€” and is the Mon","stacker-massimo":"armed=false, pidAlive=false, nextFallbackMin=null β€” watcher is down, not resting. Is this a crash caused by the newMatches() blind-spot (prior: LP sNVDA ask expired unfilled), or a new failure mode? The open sNVDA bid (#1 on book, 295min TT","swing-nikita":"BTC gap to 1.5% trigger was ~$708 at w37 (81min ago, spot ~$63,909 vs baseline $64,163). Has spot moved to narrow the gap, and are stock gates (sAAPL/sNVDA/sMSFT) still closed for Sunday, confirming another hold is structurally correct?","vulture-andrew":"armed=true/nextFallbackMin=36 with pidAlive=false β€” normal scheduled-wake pattern or process anomaly? With 6 open intents on the book, are any undercut by LP-Maker's compressed spreads (0.22-0.35% vs Vulture's 1% floor), requiring a re-quot"},"ctas":[{"scope":"agent","text":"stacker-massimo: armed=false/pidAlive=false/nextFallbackMin=null confirms crash β€” restart the watcher process immediately; investigate whether the newMatches() structural blind-spot caused a fatal unh"},{"scope":"fleet","text":"Option-Writer ETH call (8min left) will almost certainly expire unfilled β€” option-taker-matheus last woke 129min ago and won't fire in time; consider whether option-writer's TTL calibration should acc"},{"scope":"fleet","text":"Bear-Yosher anchor #1820 expires in 6min with mimic-ljuba's nextFallbackMin=10 β€” monitor whether mimic fires in time to take it; if it misses again, the two agents' cadences are structurally misaligne"},{"scope":"core","text":"0xBd6a…9863 external wallet settled 7/16 recent deals (all with LP-Maker) β€” identify whether this is a sanctioned external LP or untracked bot; if external, it's the fleet's 2nd-most-active counterpar"}],"at":"2026-06-14T21:05:30.409Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T22:29:03.389Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":99.6,"used7d":null,"used7dUsd":965.02,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":56.9,"estPct7d":65.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":161.7,"estPct7d":157.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":147.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":129.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":117813245,"w7":1165711421,"tot":1165711421},"haiku":{"w5":24514601,"w7":409976287,"tot":409976287}},"fleet":{"agentsUp":12,"lifetimeTokens":1575707519,"lifetimeUsd":965.02,"sessions":15854,"deals":175,"openIntents":21,"totalIntents":1920},"oracle":{"USDC":1,"ETH":1720.46,"BTC":65152.21,"SSV":2.39,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T22:25:24.781Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":688118,"w5Usd":0.5,"w5PctPool":0.3,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":688118,"w7Son":17425218,"hourly":[0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":102.17,"realizedPnl":2.18,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":6,"wakes":249,"firstWakeMs":1780927992000,"lastWakeMs":1781475720000,"ageMin":7,"lastWhy":"No binary latencyTake (no CEX feed on stock bets, nothing near expiry). No swap edge above 10bps floor with fundable int","repeatWakes":218,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781477834481,"watching":"new intent >1919 (binary bet or USDC-leg swap); 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":28}},"verdict":{"summary":"BTC binary drought confirmed structural since w243: #1848 still OTM by $1,018 and #1890 (BTC-below-$66k, unix expiry 1781559276 β‰ˆ June 10) already expired 4 days ago β€” watcher's expiry-window block is dead code (bet1890Expired set true on first poll). Swap surface active with 3 fills (deals #167 mWETH +43bps, #168 mSSV +60bps CEX-lag), but deal #169 at w248 ","badge":"SWAP LIVE, BTC DARK","confidence":"high","bottomLine":"No new binary appeared since w243 β€” structural drought continues (154β†’156+ wait-wakes, #1848 OTM, #1890 expired). Swap surface is alive (3 fills w245–w248) but deal #169 was a wrong-side trade due to a label-reading bug in intent evaluation: posterGives/posterWants misread as taker-perspective, causing arb-hunter to sell SSV instead of buy. Fix the label bug first; retire the expired #1890 watcher block second.","rootCause":{"class":"structural","evidence":"#1848 BTC-below binary needs BTC +$1,018 (+1.57%) to be profitable for taker; #1890 expired at unix 1781559276 (~June 10, 4 days ago) β€” no live BTC binary exists arb-hunter can profitably take. Swap arb working (3 fills since w243) but poisoned by label-direction bug at w248."},"reasoningRead":"Sound on the swap surface β€” correctly identified +43bps (w245) and +60bps CEX-lag (w246) edges. Accurate on binary drought rationale. BUT w248 shows a code-level reasoning failure: posterGives/posterWants read in taker-reversed order led to computing #1888 as a buy-edge when it was a sell, causing a wrong-direction SSV trade. Agent self-flagged it ('MISTAKE, should have taken #1889') β€” honest repo","wakeTriggers":["New intent > HIGH_WATER 1894 with BinaryBet template or USDC-leg swap","30-min fallback","DEAD CODE: #1890 BTC-below-$66k expiry window (bet expired ~June 10 at unix 1781559276; bet1890Expired=true on first poll, block runs forever doing nothing)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill source (11/14 recent deals); posts USDC-leg swaps arb-hunter takes when edge β‰₯10bps","available":"ok"},{"agent":"vulture-andrew","fit":"yes","why":"2 historical fills; 3 live intents on book (sAAPL, sMSFT, BTC swaps) not yet assessed for edge","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts BTC/ETH binaries but current BTC binary (#1848) is structurally OTM for arb-hunter's take side","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Deal #169 (w248): should have taken #1889 instead of #1888 β€” correct swap was on the book but label bug selected the wrong intent. Vulture-Andrew's 3 live intents (sAAPL, sMSFT, BTC swaps) not yet assessed; may contain taker-positive legs.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER-gated trigger (intentId > 1894) fires only on new intents β€” avoids re-evaluating stale book, correct for latency-arb mission","canTake filter correctly selects BinaryBet templates AND USDC-leg swaps, matching both arb surfaces","30-min fallback appropriate cadence for a fast-surface taker","fetchBtcCex() has timeout guard (5s AbortController) and null-safe return β€” clean CEX integration pattern"],"lacking":["Dead block: #1890 expiry tracking runs every 60s poll for zero benefit since June 10 β€” bet1890Expired flips true on first iteration and the if-block never fires","No generic near-expiry binary detector β€” when a new decided BTC binary appears, watcher won't fire faster than 30-min fallback unless it exceeds HIGH_WATER"],"suggestedChange":"Remove the hardcoded #1890 block entirely and replace with a generic near-expiry binary scanner: fire if any BinaryBet with BTC underlying and <30min to expiry appears in the open intents response with CEX confirming which side is decided β€”"},"issues":[{"scope":"agent","title":"posterGives/posterWants label-direction bug β€” caused wrong-side trade at w248","detail":"Agent read posterGives/posterWants as taker-perspective labels (reversed), computing intent #1888 as a buy-edge when it was actually a sell. Result: sold 1.724 SSV @ $2.321 implied, received 4 USDC β€” opposite of intended direction. Agent self-reported 'should have taken #1889'.","fix":"Audit intent evaluation logic: posterGives = what POSTER gives = taker RECEIVES; posterWants = what POSTER wants = taker GIVES. Fix direction semantics; add assertion before accept: if computed edge is on a sell of an oracle-discounted asset, log a direction sanity check before proceeding."},{"scope":"agent","title":"Dead #1890 watcher block β€” cycles wasted, logic never fires","detail":"Bet #1890 expired at unix 1781559276 (~June 10). bet1890Expired is set true on first poll; the inner CEX check never runs. This block adds ~50ms per 60s iteration and obscures the watcher's actual logic.","fix":"Remove the #1890 hardcoded block from current.ts. Replace with generic near-expiry binary scanner (see suggestedChange)."},{"scope":"agent","title":"mSSV position not tracked in portfolio snapshot β€” blind spot for position sizing","detail":"Deal #168 received 0.5 mSSV but mSSV is not visible in portfolio snap (confirmed w245 note: 'mSSV NOT tracked in snap'). When deal #169 sold SSV at w248, position basis was invisible to the sizing logic.","fix":"Verify mSSV token contract address is included in portfolio snapshot query; add explicit tracking for non-base-currency tokens received via swaps so subsequent wakes can account for open positions."}],"assessment":"No new binary appeared since w243 β€” structural drought continues (154β†’156+ wait-wakes, #1848 OTM, #1890 expired). Swap surface is alive (3 fills w245–w248) but deal #169 was a wrong-side trade due to a label-reading bug in intent evaluation: posterGives/posterWants misread as taker-perspective, causing arb-hunter to sell SSV instead of buy. Fix the label bug first; retire the expired #1890 watcher block second."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":2897410,"w5Usd":1.97,"w5PctPool":1.2,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":2897410,"w7Son":30252216,"hourly":[1.35,0.1,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":34,"wakes":84,"firstWakeMs":1780944154000,"lastWakeMs":1781474160000,"ageMin":33,"lastWhy":"Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis over ","repeatWakes":62,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781492437351,"watching":"deal 159 betExpiry pre-fire (June 15 17:49 UTC) or 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":272}},"verdict":{"summary":"Since last summary: #1848 (BTC<$64,800) expired untouched at w55 (21:14 UTC June 14) β€” no taker. BTC then ROSE above $64,500 by w56, flipping deal #159 (BTC<$64,500) from 1.11% ITM to OTM; agent correctly cancelled the in-flight intent #1879 and attempted a $66,000 re-anchor. At w57 (21:56 UTC) both BTC and ETH momentum signals fired HALT simultaneously β€” no","badge":"HALT β€” BTC reversed","confidence":"high","bottomLine":"Deal #159 (BTC<$64,500) did not settle since last summary and is now OTM β€” $4 locked until June 15 17:59 UTC betExpiry, likely lost unless BTC reverts below $64,500. Intent #1848 expired untouched at w55. HALT correctly triggered at w57 (both crypto momentum signals contra-trend); 0 open intents, watcher armed for pre-fire at 17:49 UTC June 15. No infra failure; mission executing correctly given the reversal.","rootCause":{"class":"structural","evidence":"Mission-mandated HALT: BTC+ETH both climbed persistently against short thesis (w57). #1848 (BTC<$64,800) expired untouched at w55; BTC broke above $64,500 at w56 making deal #159 OTM; 10+ consecutive expiries across descending strikes ($65kΓ—9, $64,800, $64,500 cancelled) β€” sustained contra-trend mar"},"reasoningRead":"Sound and on-mission. Strike-tightening sequence ($65kβ†’$64,800β†’$64,500) was logical given each expiry. The $66k re-anchor at w56 (1.73% cushion on the new price level) was correct given BTC's move. HALT at w57 applied exactly the mission rule ('halt when crypto climbs persistently >2% over a few legs'); no churn, no re-deriving β€” clean state transitions.","wakeTriggers":["Time: 17:49 UTC June 15 β€” 10min pre-fire before deal 159 betExpiry","5h fallback (~02:56 UTC June 15) β€” posture re-check","MISSING: BTC price poll β€” no early-fire if BTC drops back below $64,500 making deal 159 ITM again mid-HALT"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Existing counterparty on deal #159 (custom live); mirrors directional bets and could take opposite side of future BTC-below intents","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries on fast CEX feed β€” relevant if BTC drops back and deal 159 becomes deep ITM near expiry","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off near-decided binaries; 3 live intents on book (sAAPL/sMSFT/BTC) but focus is maker-side mispricing, not taker of bear's resting be","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” HALT mode correctly prohibits new posts; no taker-side opportunity applies in HALT state; deal 159 OTM means no settle action available","wakeScript":{"wellReasonedForMission":true,"good":["Pre-fire at deal 159 betExpiry minus 10min is precise and actionable β€” fires exactly when a settle attempt or final HALT-lift assessment is needed","5h fallback (~02:56 UTC June 15) handles posture re-check if conditions reverse","Zero-LLM polling; no spurious fires; clean HALT discipline with a single exit trigger"],"lacking":["No BTC price poll: if BTC drops back below $64,400 mid-HALT making deal 159 ITM, watcher won't detect it until the 5h fallback β€” agent would miss a window to re"],"suggestedChange":"Add a BTC price-poll leg to the watch loop: if BTC < $64,400 (deal 159 1%+ ITM), fire early so the agent can reassess HALT posture and confirm deal 159 ITM status before the scheduled June 15 pre-fire."},"issues":[{"scope":"agent","title":"Deal #159 OTM β€” $4 locked until June 15 17:59 UTC expiry, likely lost","detail":"BTC rose above $64,500 at w56, flipping deal #159 OTM. $4 is locked until betExpiry; absent a BTC reversal it resolves as a loss. Combined with -$18.34 realized PnL and HALT mode, no active recovery path exists. 10+ consecutive expiries across descending strikes suggests the BTC-down thesis has been","fix":"When HALT lifts post-deal-159 resolution, re-evaluate strike cushion selection: tightening from $65k to $64,500 under sustained upward pressure produced losses; require a stronger entry signal (e.g., confirmed momentum reversal) before re-entering and consider wider cushion to avoid consecutive OTM "},{"scope":"agent","title":"Watcher blind to BTC reversal during HALT window","detail":"If BTC drops back below $64,500 during the ~20h HALT window, the agent won't detect it until the 5h fallback or the June 15 pre-fire β€” potentially missing a deal-159 ITM confirmation or a HALT-lift moment.","fix":"Add BTC price poll to watcher loop (fire if BTC < $64,400) to enable early posture re-check and deal 159 status confirmation without waiting for the scheduled pre-fire."}],"assessment":"Deal #159 (BTC<$64,500) did not settle since last summary and is now OTM β€” $4 locked until June 15 17:59 UTC betExpiry, likely lost unless BTC reverts below $64,500. Intent #1848 expired untouched at w55. HALT correctly triggered at w57 (both crypto momentum signals contra-trend); 0 open intents, watcher armed for pre-fire at 17:49 UTC June 15. No infra failure; mission executing correctly given the reversal."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"39th consecutive null cycle β€” confirmed unchanged. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes. No provisioning signal (wallet, config, env var, wake script) has appeared since last run or any prior run. IndexBasket LONG-side market remains entirely offline. This is structural absence, not a failure β€” the ","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"39 consecutive null cycles, all signals identical: armed=false, pidAlive=false, wake_script_source=null, 0 tokens, 0 wakes. No provisioning event detected. The IndexBasket LONG market is completely offline and has been since inception.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent has never executed a single wake; no wallet address assigned"},"reasoningRead":"N/A β€” agent has never run. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (pidAlive=false, armed=false)","MISSING: no wallet/address assignment to trigger any initialization"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"sole designed counterparty β€” takes SHORT side of LONG IndexBasket intents this agent would post","available":"also unprovisioned (health=unknown, 0 wa"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” agent has never woken; no book presence to miss against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all","no watcher process, no fallback timer, no initialization entrypoint"],"suggestedChange":"Provision the agent: assign a wallet address, deploy a wake script that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, USDC-settled) and publishes verified contract source to the indexer, then arm the watcher. Coordinate with index-taker"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 39 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens, 0 wakes. No wallet, no config, no script. This is not a crash or a failure mode β€” the agent simply does not exist yet as a running process.","fix":"Assign wallet, write and deploy wake_script (current.ts) to post LONG IndexBasket intents + publish verified source to indexer, arm the watcher. Must be done in tandem with index-taker β€” the market has two dead sides and provisioning only one achieves nothing."},{"scope":"agent","title":"IndexBasket market entirely offline β€” both maker and taker unprovisioned","detail":"index-maker (LONG side) and index-taker (SHORT side) are both health=unknown with 0 wakes and 0 deals lifetime. No IndexBasket flow has ever occurred. This is a fleet capability gap, not an agent malfunction.","fix":"Treat index-maker + index-taker as a paired provisioning task; neither is useful without the other. Coordinate a single provisioning event for both."}],"assessment":"39 consecutive null cycles, all signals identical: armed=false, pidAlive=false, wake_script_source=null, 0 tokens, 0 wakes. No provisioning event detected. The IndexBasket LONG market is completely offline and has been since inception."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"39th consecutive null cycle β€” no change from prior 38 identical cycles. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole source of LONG IndexBasket intents, sole natural counterparty) remains health=unknown and equally undeployed. Both sides of the IndexBasket market remain completely ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has never executed a single wake in 39 observed cycles: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime spend. Even if deployed today, index-maker β€” its only counterparty β€” is equally offline (health=unknown, 0 wakes), so the market would remain frozen on both sides.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 39 observed cycles. Not a wake failure β€” agent was never provisioned. Index-maker (slug: index-maker, health: unknown) shows identical deployment state: 0 wakes, $0 tokens, health=unknown."},"reasoningRead":"N/A β€” agent has never woken. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher armed, no script, no triggers of any kind"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole natural counterparty β€” publishes LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"OFFLINE β€” health=unknown, 0 wakes, $0 li"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent never deployed; watcher blind to book. Index-maker has also never posted an IndexBasket intent, so there is likely nothing to miss regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists to evaluate"],"suggestedChange":"Deploy the agent with a wake script that polls for open LONG IndexBasket intents from index-maker; no script means no wakes, full stop."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 39 consecutive null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens across all observed cycles. This is not a crash or wake failure β€” the agent container has never been started.","fix":"Provision and deploy index-taker. No action is possible until the agent is started and a wake script is in place."},{"scope":"agent","title":"Sole counterparty (index-maker) equally offline","detail":"Index-maker is health=unknown, 0 wakes, $0 tokens β€” never deployed either. Even after index-taker is provisioned, it will have nothing to trade against until index-maker is also deployed and posting LONG IndexBasket intents.","fix":"Coordinate deployment of index-maker and index-taker together; neither is useful without the other."}],"assessment":"Index-taker has never executed a single wake in 39 observed cycles: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime spend. Even if deployed today, index-maker β€” its only counterparty β€” is equally offline (health=unknown, 0 wakes), so the market would remain frozen on both sides."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":721,"msgs":15475,"total":955462389,"totalUsd":561.87,"w5":112529713,"w5Usd":73.03,"w5PctPool":45,"w7":955462389,"w7Usd":561.87,"w7PctPool":39.8,"w5Son":94211076,"w7Son":769969384,"hourly":[20.18,10.22,17.44,12.88,12.3,17.15,4.53,9.25,11.95,3.57,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T22:28:58.326Z","tokens":1304365,"usd":1.15,"msgs":19}},"onchain":{"deals":131,"openIntents":11,"balanceUsd":747.98,"realizedPnl":-11.51,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":50,"wakes":177,"firstWakeMs":1781018900000,"lastWakeMs":1781475600000,"ageMin":9,"lastWhy":"BTC bid #1897 was inverted (BTC fell -0.21%, bid was at +7.7bps above new oracle). SSV ask over Ξ΄_cap. sAAPL inventory r","repeatWakes":153,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781479877000,"watching":"Cluster prefire 22:45 | ETH[1715.53,1740.03] | BTC<65147 | SSV[2.3696,2.436] | sAAPL[289.69,293.25] | sNVDA<204.18 | sMSFT[388.85,393.5] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":62}},"verdict":{"summary":"Prior run: sNVDA ask dark from w157 (inventory depleted); w158 self-repair attempt pending. This run CONFIRMS no repair: every wake w157–w163 explicitly logs sNVDA ask absent/dark β€” zero recovery over 6 wakes. w158 additionally self-diagnosed a guard bug during SSV +175bps spike (17 TXs fired). Book degraded further: 11/12 at w157–w160, fell to 10/12 at w162","badge":"sNVDA DARK; 10/12 BOOK","confidence":"high","bottomLine":"LP-maker is alive and healthy (armed=true, pidAlive=true, wakes_failing=false, last wake 6min ago). sNVDA self-repair definitively failed β€” slot dark from w157 through w163, no replenishment event occurred. Book is now 10/12 (two dark slots: sNVDA ask + likely BTC ask). $66.89/5h token burn and -$3.9 realized PnL make this the fleet's dominant cost center; trading is structurally constrained by inventory gaps, not a broken process.","rootCause":{"class":"structural","evidence":"w157–w163 each log '11/12' or '10/12 live (sNVDA ask dark/absent)'; wake-162 script comment 'BTC[63938 bid, no ask]' confirms second gap; Stacker-Massimo (primary sNVDA consumer, 3/37 recent deals) now crashed β€” demand gone but inventory already zero; no external replenishment mechanism exists"},"reasoningRead":"Sound and on-mission. Agent correctly self-triages sNVDA skips (inventory check before posting), self-diagnosed a guard pricing bug at w158 during SSV +175bps move, and executes cancel-races on oracle drift. The only gap is that 'solving the right problem' here is constrained by what's possible β€” no code path exists to auto-replenish sNVDA, so the slot stays dark indefinitely regardless of reasoni","wakeTriggers":["ETH price exits [1669.05, 1675.00]","BTC price drops below 63938","SSV price exits [2.312, 2.328]","New fillable swap intent from non-self poster (FILLABLE: USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","Stock cluster prefire at 21:14 UTC (hardcoded STOCK_PREFIRE_TS = 1781471640)","90-min fallback at 22:22 UTC"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8/37 recent deals, dominant swap taker, active on ETH/BTC/SSV legs","available":"alive (ok)"},{"agent":"0xBd6a…9863","fit":"yes","why":"8/37 recent deals, untracked external, second-largest fleet counterparty","available":"active (untracked)"},{"agent":"momentum-nikita","fit":"yes","why":"5/37 recent deals, swap consumer on price-moving assets","available":"alive (ok)"},{"agent":"option-writer-matheus","fit":"yes","why":"4/37 recent deals, multi-asset swap needs align with LP depth","available":"alive (ok)"},{"agent":"vulture-andrew","fit":"yes","why":"3/37 recent deals, opportunistic taker on stale quotes","available":"alive (ok)"},{"agent":"stacker-massimo","fit":"yes","why":"3/37 recent deals; was primary sNVDA/sAAPL consumer β€” exactly the demand that depleted sNVDA inventory","available":"CRASHED (armed=false, pidAlive=false)"}],"reliableCounterparties":6,"missedOpportunities":"None observable. Agent correctly declined sNVDA fills due to zero inventory (w157 explicit). All other slots are actively managed β€” 10+ open intents, cancel/repost firing correctly on oracle moves and expirations.","wakeScript":{"wellReasonedForMission":true,"good":["Price guards on all three actively-held assets (ETH/BTC/SSV) β€” fires when a quote would go stale/unsafe","Stock cluster prefire hardcoded to 21:14 UTC β€” prevents 9-min lapse gap that burned prior cycle","newMatches() swap intent detector covers full FILLABLE set including sNVDA β€” will fire if someone posts sNVDA for lp-maker to take","90-min fallback, zero-LLM, 60s poll cadence β€” correct for a patient market-maker"],"lacking":["No sNVDA balance check β€” watcher cannot detect replenishment; only the 90-min fallback or an external sNVDA swap intent will trigger a wake when inventory arriv","BTC has only LO guard (63938 bid) with no HI guard β€” consistent with 'no ask' noted in wake-script comment, but means BTC ask-side gap (contributing to 10/12) w"],"suggestedChange":"Add an sNVDA (and BTC) balance read inside the loop: if balance > threshold AND the corresponding ask slot is dark, fireWake('sNVDA/BTC inventory replenished β€” repost ask') β€” currently the only path to recover these dark slots is the 90-min"},"issues":[{"scope":"agent","title":"sNVDA ask slot permanently dark β€” no auto-recovery path","detail":"sNVDA inventory depleted since w157 (19:30 UTC); no replenishment in 6 wakes spanning ~90 min. Stacker-Massimo (primary consumer) now crashed, so demand pressure is off β€” but inventory is still zero. Wake script has no balance-check trigger, so recovery only happens on the 90-min fallback or an exte","fix":"Add sNVDA replenishment to CLAUDE.md: either a periodic top-up from an external wallet, or a rule to buy sNVDA from the open book when inventory drops below minimum β€” then pair with a balance-check wake trigger to repost the ask within seconds of replenishment."},{"scope":"agent","title":"Book degraded 11/12 β†’ 10/12 at w162; second dark slot unconfirmed","detail":"w162/w163 both report '10/12 book live'. Wake-script comment at w162 reads 'BTC[63938 bid, no ask]', strongly implying BTC ask is the second dark slot. BTC ask loss at w161 ('-BTC ask arb loss') may be the trigger. No explicit confirmation in logs.","fix":"Audit w161 BTC cancel reasoning: was BTC ask deliberately cancelled (correct, if oracle moved past guard) or lost to an arb race without repost? If the latter, add BTC HI guard to the watcher so oracle-up BTC moves trigger a repost wake."},{"scope":"agent","title":"Guard bug self-diagnosed at w158 during SSV +175bps spike","detail":"w158 log: 'Guard bug: set guard=bid/ask implied prices going fo...' β€” 17 TXs fired (probable over-cancellation then re-post). The full error is truncated. This is agent-self-detected but unresolved β€” no follow-up audit wake was logged.","fix":"Read the full w158 wake transcript to confirm whether the guard recalculation was applied correctly and whether the 17-TX burst produced any mispriced fills. If the bug persists in CLAUDE.md guard logic, patch the formula before the next high-volatility SSV move."}],"assessment":"LP-maker is alive and healthy (armed=true, pidAlive=true, wakes_failing=false, last wake 6min ago). sNVDA self-repair definitively failed β€” slot dark from w157 through w163, no replenishment event occurred. Book is now 10/12 (two dark slots: sNVDA ask + likely BTC ask). $66.89/5h token burn and -$3.9 realized PnL make this the fleet's dominant cost center; trading is structurally constrained by inventory gaps, not a broken process.","kept":true},"overBudget":{"pct":45,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":1,"wakes":126,"firstWakeMs":1780927020000,"lastWakeMs":1781475972000,"ageMin":3,"lastWhy":"Edge floor β‰₯3pp unmet on sole available taker; one deliberate move rule: skip thin or ambiguous edge.","repeatWakes":95,"avgGapMin":85,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781481337140,"watching":"new BinaryBet appears (crypto 24/7, stocks Mon–Fri 13:30–20:00 UTC) or 90 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":87}},"verdict":{"summary":"w105 confirmed fired (06-14T16:38) β€” hold, only #1827 at βˆ’65pp on board. Intent #1848 (BTC, bear-yosher) was explicitly visible in w104 at +2pp taker edge: correctly rejected below the 3pp floor, NOT a seenIntentIds miss. 322-min dormancy explained by the prior ~205min watcher outage + no new β‰₯3pp binaries arriving since restart. nextFallbackMin=5 means a ca","badge":"PATIENT, FALLBACK IMMINENT","confidence":"high","bottomLine":"w105 fired at 16:38 (hold, board showing only #1827 at βˆ’65pp); #1848 (bear-yosher BTC) was seen in w104 at +2pp β€” correctly 1pp below floor, no miss. 322-min dormancy = prior watcher outage + thin binary supply; nextFallbackMin=5 means catch-up wake fires in minutes.","rootCause":{"class":"counterparty-starved","evidence":"w99–w105 all holds; w104 board: βˆ’15pp (#1827 sMSFT) and +2pp (#1848 BTC, bear-yosher) β€” both below 3pp floor. Last deal was #159 (BTC +8pp, w101). Only 2 confirmed counterparties: bear-yosher and polymarket-ljuba."},"reasoningRead":"Sound and on-mission. 3pp floor + one-deliberate-move rule applied consistently across all 8 visible wakes. Each hold cites specific intent IDs and edge values. #1848 correctly evaluated and rejected at +2pp. No churn or off-mission drift.","wakeTriggers":["New BinaryBet appearing in seenBinaryIntents delta with β‰₯3pp estimated taker edge","60-min fallback (nextFallbackMin=5, fires imminently β€” ~55min into current cycle)","MISSING: β‰₯3pp intents already on book at watcher restart are baselined as 'seen' and invisible until fallback fires (up to 60-min gap)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"#1848 (BTC below $64,800) was on board at +2pp β€” 1pp below floor but would match at higher displacement; primary binary poster","available":"ok, 18 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed settled deals (custom live ↔ Polymarket-Ljuba); posts binaries priced off Polymarket implied distribution","available":"ok, 4 deals, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Posts near-decided binaries as part of latency-arb strategy; could be taker targets if edge β‰₯3pp","available":"ok, 25 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents including near-decided binaries; 3 live intents on book (swaps, not binaries β€” fit uncertain)","available":"ok, 45 deals"}],"reliableCounterparties":2,"missedOpportunities":"#1848 (BTC below $64,800, bear-yosher) was +2pp in w104 β€” 1pp below the 3pp floor, not a miss. No β‰₯3pp intent confirmed missed. Any β‰₯3pp intents present on book at the moment of watcher restart (~55 min ago) would have been baselined invisible; the imminent fallback (nextFallbackMin=5) recovers those.","wakeScript":{"wellReasonedForMission":true,"good":["seenBinaryIntents delta fires only on new postings β€” avoids re-evaluating stale book noise","60-min fallback ensures the agent wakes in quiet markets and recovers from restart blind-spots","Inline oracle-vs-strike edge estimate enables lightweight pre-wake filtering without a full LLM call","1-min poll cadence appropriate for binary markets where postings are infrequent"],"lacking":["seenBinaryIntents resets on process restart β€” all current intents baselined 'seen', making existing β‰₯3pp opportunities invisible for up to 60 min until fallback","Edge estimator uses hard 10%-from-strike threshold (fairProb jumps 0.5β†’0.9/0.1) β€” misses real β‰₯3pp edges in the 3–10% OTM/ITM zone and may over-fire near the cl","No stock-market-hours guard in poll logic (only in label string); watcher can fire on stock BinaryBet intents outside Mon–Fri 13:30–20:00 UTC"],"suggestedChange":"Persist seenBinaryIntents to disk (JSON file) and reload on startup, OR on restart immediately evaluate all current intents for β‰₯3pp edge (skipping the baseline-skip), so a process restart doesn't create a blind window for existing opportun"},"issues":[{"scope":"agent","title":"seenBinaryIntents resets on watcher restart β€” up to 60-min blind-spot for existing β‰₯3pp intents","detail":"Every process restart rebuilds the Set from scratch. First poll baselines all current intents as 'seen', making any β‰₯3pp opportunity on the book invisible until the 60-min fallback fires. During the prior ~205min outage, any binaries posted during that window were unseen by the watcher (caught only ","fix":"Write seenBinaryIntents to a local JSON file on each update; read it back on startup. Alternatively, on restart bypass the baseline-skip and immediately evaluate all current intents against the β‰₯3pp threshold so existing opportunities are never silently deferred."},{"scope":"agent","title":"Watcher edge estimator blind in 3–10% OTM/ITM zone","detail":"The inline estimator assigns fairProb=0.5 for strikes within 10% of oracle, then 0.9/0.1 beyond. The 3–10% zone β€” where many genuinely β‰₯3pp taker-edge bets live β€” is estimated as a coin flip, causing the watcher to under-fire on real opportunities in that range. The hard cliff at exactly 10% also cr","fix":"Replace the binary threshold with a continuous model (e.g., sigmoid or linear interpolation over pctFromStrike in the 3–15% range) so the watcher's edge estimate better tracks the true probability gradient."}],"assessment":"w105 fired at 16:38 (hold, board showing only #1827 at βˆ’65pp); #1848 (bear-yosher BTC) was seen in w104 at +2pp β€” correctly 1pp below floor, no miss. 322-min dormancy = prior watcher outage + thin binary supply; nextFallbackMin=5 means catch-up wake fires in minutes."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.54,"realizedPnl":4.55,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":23,"wakes":43,"firstWakeMs":1780940859000,"lastWakeMs":1781476089000,"ageMin":1,"lastWhy":"Edge threshold requires both fast AND slow lookbacks to show β‰₯2pp leader-vs-next-best gap. Fast fails at 0.23pp (ETH nea","repeatWakes":39,"avgGapMin":212,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781503921365,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | new fair SSV seller β‰₯$2 | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":463}},"verdict":{"summary":"w41 (21:27 UTC, fast 0.603pp / slow 1.178pp) and w42 (22:10 UTC, fast still sub-threshold) have both fired as holds since the prior summary β€” now 11 consecutive holds since w31, all on compressed crypto gaps. Portfolio hit new ATH $104 at w42 via passive price appreciation. The 04:01 UTC fallback cited in the prior summary has been superseded: w42 deployed a","badge":"HOLDING β€” GAP SUB-2PP","confidence":"high","bottomLine":"Gap remains compressed at sub-2pp through w42 (fast ~0.6pp / slow ~1.2pp at w41; sub-threshold again at w42); 11 consecutive holds since w31. Portfolio at ATH $104. Next guaranteed wake: 8h fallback ~06:10 UTC Jun 15, then universe re-expansion at US market open 13:30 UTC Jun 15. pidAlive=false means the intraday gap-polling loop may be down β€” only the scheduled time-triggers are confirmed live.","rootCause":{"class":"structural","evidence":"Crypto momentum gap compressed 0.076–1.73pp across all 11 holds since w31; dual-confirm rule (fast AND slow β‰₯2pp) never met simultaneously. Zero trades expected by design until gap widens. LP-Maker available and active (6/8 prior deals); not a counterparty problem."},"reasoningRead":"Sound and on-mission. Agent consistently applies dual-confirm threshold (fast AND slow both β‰₯2pp before acting), correctly excludes frozen stock names (sAAPL/sNVDA/sMSFT) during US market close, and holds dry powder. Not chasing marginal edges. The only concern is the watcher process health (pidAlive=false), not the agent's reasoning.","wakeTriggers":["Crypto gap β‰₯2pp from baseline (BTC/ETH/SSV) β€” requires live polling loop process","New fair-value SSV seller β‰₯$2 notional on book","US market open 13:30 UTC Jun 15 β€” re-expands universe to all 6 names","8h fallback ~06:10 UTC Jun 15 (nextFallbackMin=444 from ~22:53 UTC)","MISSING: pidAlive=false β€” continuous polling loop appears down; intraday gap trigger relies on a live process that may have exited after baseline capture"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (6/8 settled deals); will fill rotation swaps when gap triggers; sNVDA ask dark but irrelevant until market-open re-exp","available":"active, 127 deals, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; 3 live intents on book (sAAPL, sMSFT, BTC swaps) β€” overlap only if momentum-nikita targets same assets","available":"active, 45 deals, live intents on book"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; swap overlap when portfolio drifts diverge","available":"active, 15 deals"}],"reliableCounterparties":1,"missedOpportunities":"None β€” no β‰₯2pp crypto gap has materialized since w31; holds are correct by mission. LP-Maker sNVDA ask dark but stock universe is correctly excluded during US market close. No takeable intents visible to this agent's configured scope.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline captured on first poll β€” no stale hardcoded reference price; gap measured from intraday start, not stale prior close","US market open trigger (13:30 UTC Jun 15) correctly gates stock re-expansion; crypto-only restriction during market close is accurate and precise","Fair-value SSV seller trigger adds a tactical intraday opportunity channel independent of the momentum gap","8h fallback ensures maximum silence window; zero-LLM watcher"],"lacking":["pidAlive=false: if runWatchLoop process exited after baseline capture, continuous gap polling is inactive β€” only the cron-scheduled fallback and market-open tim","[object Object] in wake labels across w35–w38, w41–w42: JavaScript object coerced to string instead of a formatted label β€” signals a label-construction bug in f","Watcher fires on fast gap β‰₯2pp alone, but agent's dual-confirm rule requires both fast AND slow β€” a fast-only spike fires a wake the agent will hold on (minor, "],"suggestedChange":"Diagnose pidAlive=false: verify whether runWatchLoop is exiting prematurely (e.g., after baseline capture on first iteration). If process exits, the intraday momentum gap trigger is dead and only the 8h cron fallback will fire β€” the agent c"},"issues":[{"scope":"agent","title":"pidAlive=false: watcher polling loop may not be running","detail":"w42 watcher is armed (armed=true, nextFallbackMin=444) but pidAlive=false. The intraday crypto-gap trigger (β‰₯2pp from baseline) requires a live runWatchLoop process polling prices continuously. If the process exited after the baseline capture on the first iteration, no price gap will trigger a wake ","fix":"At next wake, check watcher.pidAlive; if false, agent should log the condition and re-deploy the watcher script. Root-cause: inspect whether runWatchLoop exits after first iteration or after fireWake() is called and the process self-terminates."},{"scope":"agent","title":"[object Object] in wake labels (w35–w38, w41–w42)","detail":"Six consecutive wakes show '[object Object]' in the label field, indicating a JavaScript object is passed directly to fireWake or the label construction where a string is expected. Cosmetic but indicates a consistent bug in label formatting.","fix":"Locate the wake label construction β€” ensure it uses a template literal or .toString() rather than passing a raw object. Check fireWake() call sites in the watcher."}],"assessment":"Gap remains compressed at sub-2pp through w42 (fast ~0.6pp / slow ~1.2pp at w41; sub-threshold again at w42); 11 consecutive holds since w31. Portfolio at ATH $104. Next guaranteed wake: 8h fallback ~06:10 UTC Jun 15, then universe re-expansion at US market open 13:30 UTC Jun 15. pidAlive=false means the intraday gap-polling loop may be down β€” only the scheduled time-triggers are confirmed live."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781444663099,"containerAgeMin":525,"wakes":43,"firstWakeMs":1780995929000,"lastWakeMs":1781463224000,"ageMin":215,"lastWhy":"Intent #1849 fails edge bar set in wake 32 (1-2% premium or 4h+ expiry). Premium 5%, time 1.47h β€” both below threshold. ","repeatWakes":19,"avgGapMin":243,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781489728221,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":226}},"verdict":{"summary":"5 lifetime deals (all vs 0x57F8…B0ff / option-writer); $26.81 PnL on $1.47 lifetime token spend β€” selection discipline is working. ETH call #1849 (5% premium, 1.47h expiry) was correctly rejected at w34 per the dual-bar established at w32 (≀1–2% premium AND β‰₯4h expiry). However, the seenIntentIds watcher mechanism guaranteed w35 would never fire for it regar","badge":"SLEEPING / WATCHER BLIND","confidence":"high","bottomLine":"ETH call #1849 almost certainly expired untaken: seenIntentIds seeds on the first watcher poll post-w34, permanently hiding #1849 from all subsequent fireWake() checks. Even if w35 had fired, the agent's own dual-bar (5% premium, 1.47h expiry β€” both below threshold) would have rejected it, same as w34. The agent itself is healthy: 5 profitable deals, $26.81 PnL, watcher armed with 245min fallback.","rootCause":{"class":"toolchain-blocked","evidence":"w35 not fired in 131min (Step-1) despite #1849 (~10min book-life) being live; watcher seeds seenIntentIds = new Set(currentOptions) on first poll and returns β€” #1849 entered the seed set on the w34β†’arm transition and can never trigger fireWake(); 6h fallback (nextFallbackMin 245) is the only remaini"},"reasoningRead":"Sound and solving the right problem β€” dual-bar rejection of #1849 (5% premium, 1.47h expiry) at w34 is consistent with the threshold established at w32. Discipline is correct; the delivery mechanism is what fails.","wakeTriggers":["new audited ETH/BTC Option intent posted AFTER the seed-pass (correctly fires)","6h fallback (nextFallbackMin 245)","MISSING: any audited option already on book at watcher-start β€” seenIntentIds seeds these on first poll and permanently swallows them"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole counterparty for all 5 settled deals (0x57F8…B0ff); posts ETH/BTC options this agent evaluates","available":"health ok, 22 lifetime deals, active"}],"reliableCounterparties":1,"missedOpportunities":"ETH call #1849 (0.5 USDC premium, strike $1,686.51): watcher blind due to seenIntentIds seed β€” w35 never fired. Moot on fundamentals: w34 would have rejected it anyway (5% premium, 1.47h expiry β€” both below dual-bar). Net: a missed wake, not a missed trade.","wakeScript":{"wellReasonedForMission":false,"good":["zero-LLM","6h fallback prevents indefinite sleep","60s poll cadence appropriate for hour-scale option expiry","correct audited template hash + ETH/BTC asset filter"],"lacking":["seenIntentIds initialized null and seeded on first poll β€” any option on book at watcher-start is permanently invisible to fireWake() for the life of that watche","no fire-on-first-poll path: if options exist when seenIntentIds is null, they should fire immediately, not be silently swallowed"],"suggestedChange":"On the first poll (seenIntentIds === null), if auditedOptions.length > 0, call fireWake() before seeding β€” don't return silently. Alternatively, remove seenIntentIds entirely: fire whenever the open audited-option set is non-empty (the LLM "},"issues":[{"scope":"agent","title":"seenIntentIds seed-on-first-poll permanently blinds in-flight options after each wake","detail":"After every wake fires and the watcher re-arms, runWatchLoop's first iteration hits the `if (!seenIntentIds)` branch, seeds the full current option set, and returns without calling fireWake(). Any option on book at that moment β€” including a live, evaluable one like #1849 β€” can never trigger a subseq","fix":"Change the first-poll branch: if (!seenIntentIds && auditedOptions.length > 0) { fireWake('existing audited option on book: #' + auditedOptions[0].intentId); return; } then seed on the following poll. Or remove the seenIntentIds gate entirely and fire on any non-empty result β€” the LLM already gates "}],"assessment":"ETH call #1849 almost certainly expired untaken: seenIntentIds seeds on the first watcher poll post-w34, permanently hiding #1849 from all subsequent fireWake() checks. Even if w35 had fired, the agent's own dual-bar (5% premium, 1.47h expiry β€” both below threshold) would have rejected it, same as w34. The agent itself is healthy: 5 profitable deals, $26.81 PnL, watcher armed with 245min fallback."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":32,"msgs":709,"total":36681377,"totalUsd":8.72,"w5":1747159,"w5Usd":0.38,"w5PctPool":0.7,"w7":36681377,"w7Usd":8.72,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:20:10.156Z","tokens":721602,"usd":0.17,"msgs":14}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.28,"realizedPnl":-10.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781444681466,"containerAgeMin":524,"wakes":13,"firstWakeMs":1781445671878,"lastWakeMs":1781476245000,"ageMin":-2,"lastWhy":"sAAPL overweight was critical (31 USD above target). Market had competitive buy orders near oracle; accepts settled fast","repeatWakes":0,"avgGapMin":46,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781479668547,"watching":"intent 1921 (sNVDA buy) resolves (or 60 min fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":59}},"verdict":{"summary":"Both ETH calls almost certainly expired worthless: #1849 (posted w8 17:50, strike 1680.32, 1.5h TTL β†’ expired ~19:20) and #1878 (posted w9 17:51, strike 1686.51, 1.5h TTL β†’ expired ~19:21) show zero option deals in settled_deals_detail β€” only swaps appear. Option-taker-matheus's seenIntentIds blind-spot is the primary suspect. Dominant new event: w11 (18:57)","badge":"CORRECTING MISTRADE","confidence":"medium","bottomLine":"ETH calls 1849 and 1878 both expired worthless (no option deal in 22 settled; option-taker seenIntentIds blind-spot the likely cause). A w11 direction misread (intent 1903 accepted as buy not sell) cost ~13.41 USD; corrective sell intent 1917 is live. Next action post-1917 resolution: resume equity worst-2 rebalance; option sleeve is on hold until the core blind-spot is patched β€” posting further calls into a buyer-less market burns collateral for nothing.","rootCause":{"class":"toolchain-blocked","evidence":"Intents 1849 and 1878 (20 USDC total collateral, 1.0 USDC total premium at stake) produced 0 option deals despite 1.5h windows; option-taker-matheus is the only natural buyer and has a confirmed seenIntentIds blind-spot (Step-1 focus, affects β‰₯3 agents). Equity sleeve is healthy (4/6 recent deals wi"},"reasoningRead":"Equity engine is sound: worst-2 Pyth Benchmarks ranking, near-oracle pricing, TTL extensions, disciplined lot sizing. W11 is a critical failure: accepted intent 1903 without verifying give/want direction against the current rebalance plan β€” accepted a buy when the plan called for selling sAAPL overweight. The corrective 1917 post shows self-awareness but the accept-without-direction-check pattern ","wakeTriggers":["ownIntentResolved on intent 1917 (poll every 30s) β€” fires on fill or expiry","65 min fallback (just past ~59 min intent expiry) ensures wake even on silent expiry","MISSING: no signal if option-taker blind-spot is cleared β€” next wake will likely re-post another ETH call into an empty buyer market without checking counterpar"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary equity counterparty: 4 of 6 recent settled deals; fills sAAPL/sNVDA buys reliably near oracle","available":"ok (127 deals, health ok; sNVDA ask dark"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural buyer for written ETH calls, but seenIntentIds blind-spot blocks it from seeing 1849/1878 β€” option sleeve effectively has zero count","available":"health ok but functionally blind to opti"},{"agent":"vulture-andrew","fit":"maybe","why":"Took 1 swap; scavenger profile could pick off mispriced corrective sell 1917 or swap intents","available":"ok (45 deals, 3 live intents on book)"},{"agent":"stacker-massimo","fit":"maybe","why":"Took 1 swap (sAAPL overlap); equity accumulator β€” could fill sAAPL corrective sell 1917","available":"ok (6 deals)"}],"reliableCounterparties":1,"missedOpportunities":"Option-taker almost certainly missed both ETH calls (1849, 1878) due to seenIntentIds blind-spot β€” 1.0 USDC premium left uncollected, 20 USDC collateral locked then released for nothing. Corrective sell 1917 outcome unknown; LP-Maker or Vulture-Andrew should fill it if priced within range (5.82 USDC for 0.02 sAAPL β‰ˆ 291 USDC/share).","wakeScript":{"wellReasonedForMission":true,"good":["Correctly prioritizes the immediate corrective action: blocks new equity/option moves until 1917 (the mistrade repair) resolves","30s poll cadence appropriate for a ~59 min intent window β€” not over-polling","65 min fallback lands just past intent expiry, ensuring the agent wakes promptly even if ownIntentResolved never fires"],"lacking":["No counterparty-readiness gate before the option sleeve re-engages: next wake will likely re-post an ETH call even though option-taker remains blind","No direction-validation guard noted anywhere in the watcher (the w11 misread is an agent-loop problem, but a watcher note or pre-accept check could catch future"],"suggestedChange":"Before posting the next ETH call option, add a counterparty-readiness probe: check whether option-taker-matheus has any recent activity on the option book; if its seenIntentIds blind-spot is still active, skip the option post that wake and "},"issues":[{"scope":"agent","title":"Intent direction misread: accepted buy intent 1903 while planning to sell sAAPL","detail":"W11 accepted intent 1903 (give 11.73 USDC, get 0.04 sAAPL) thinking it was a sale offer, deepening sAAPL overweight instead of reducing it. Total cost ~13.41 USD (11.73 + 1.68 gas). Only 0.02 sAAPL of the 0.04 is being corrected via 1917, so net ~0.02 sAAPL residual overweight remains. Realized PnL ","fix":"In CLAUDE.md accept logic, mandate a pre-accept direction check: confirm the intent's give/want aligns with the current rebalance plan direction (buy vs sell) for that asset before calling accept β€” reject if it deepens an overweight."},{"scope":"core","title":"seenIntentIds blind-spot kills option-writer's 30% sleeve (fleet-wide SDK issue)","detail":"ETH calls 1849 and 1878 both expired worthless with 0 option deals across 22 total settled. Option-taker-matheus is the designated buyer; its seenIntentIds set is preventing re-evaluation of live options. This is a confirmed Step-1 fleet-wide issue affecting β‰₯3 agents. Option-writer's 30% sleeve is ","fix":"Patch SDK seenIntentIds to expire entries after intent TTL elapses or on intent resolution, so agents re-evaluate options that were previously deferred but are still live on the book."}],"assessment":"ETH calls 1849 and 1878 both expired worthless (no option deal in 22 settled; option-taker seenIntentIds blind-spot the likely cause). A w11 direction misread (intent 1903 accepted as buy not sell) cost ~13.41 USD; corrective sell intent 1917 is live. Next action post-1917 resolution: resume equity worst-2 rebalance; option sleeve is on hold until the core blind-spot is patched β€” posting further calls into a buyer-less market burns collateral for nothing."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":42,"msgs":816,"total":40908809,"totalUsd":15.71,"w5":2080402,"w5Usd":0.84,"w5PctPool":0.8,"w7":40908809,"w7Usd":15.71,"w7PctPool":1.7,"w5Son":919086,"w7Son":16287769,"hourly":[0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T19:45:37.551Z","tokens":919086,"usd":0.61,"msgs":18}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":17,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":14,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1428}},"verdict":{"summary":"w57 (22:14 UTC) added sNVDA>$195 Jun19 maker binary (#0x077c, 7 USDC, 77.93% implied) alongside existing sMSFT<$420 (#1827, 7 USDC, 79.94% implied) β€” both June 19 20:00 UTC expiry, 14 USDC total deployed. Wake script updated to track both intent IDs. nextFallbackMin 1332β†’1267 (elapsed-time consistent, ~21h remaining). Structural gap from prior run PERSISTS a","badge":"DUAL BINARY POSTED","confidence":"medium","bottomLine":"Agent is alive and on-mission: 2 maker binaries posted (14 USDC, both June 19), resting 130 min into a 24h cycle β€” mechanically correct. Core risk: without a Polymarket-odds-shift trigger, either position could drift >10% from its entry implied (79.94% sMSFT, 77.93% sNVDA) for a full 24h before the agent can reprice or exit. The 21h sleep is structurally valid at 92h to expiry, but only if Polymarket is static β€” it is not.","rootCause":{"class":"maker-only","evidence":"w53 and w57 both report 0 takeable mispriced BinaryBet/Option opportunities; agent fell back to posting own maker binaries. 4 settled deals lifetime (Swap ↔ LP-Maker-Matheus, custom ↔ Mimic-Ljuba). open_intents=1 reported but 2 binaries posted (#1827, #0x077c) β€” one may have already resolved or the "},"reasoningRead":"Sound on taker path: correctly passing on swaps <1% edge and coin-flip binaries at w53. Maker fallback at w57 is quantitative (sNVDA $205.10, 5.2% ITM, asserted 77.93%) but does NOT cite a fetched Polymarket probability for sNVDA>$195 Jun19 β€” the edge claim is asserted, not Polymarket-referenced. This is solving the right problem but with weaker evidence than the mission demands on the maker leg.","wakeTriggers":["Own intent resolved (filled or expired) β€” sMSFT #1827 or sNVDA #1916","New BinaryBet or Option appears on book (newMatches)","24h fallback (nextFallbackMin=1267, ~21h remaining)","MISSING: Polymarket probability shift >threshold on sMSFT<$420 or sNVDA>$195 β€” absent for BOTH deployed positions, persisting from prior run"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Takes near-decided binaries as expiry approaches β€” sMSFT/sNVDA become viable targets ~12-24h before June 19 resolution","available":"ok, 25 deals, active"},{"agent":"vulture-andrew","fit":"yes","why":"Takes near-decided/mispriced binaries; 3 live intents on book right now, most active taker on fleet (45 deals)","available":"ok, 45 deals, active β€” 3 open intents on"},{"agent":"mimic-ljuba","fit":"maybe","why":"Prior deal (custom ↔ Mimic-Ljuba) confirms historical fit; accepts winnable open bets β€” but seenIntentIds blind-spot fleet-wide may block di","available":"ok, 18 deals, seenIntentIds risk"},{"agent":"bear-yosher","fit":"maybe","why":"Tech-equity-up conviction aligns with sNVDA>$195; could take the other side of sMSFT<$420 if bearish on tech","available":"ok, 18 deals"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed β€” agent scanned book at w53–w57 and reported 0 takeable mispriced BinaryBet/Option each wake. Unmeasurable whether Polymarket-sourced taker opportunities appeared between wakes (watcher is blind to Polymarket between fires; this is the defining structural gap).","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own-intent resolution β€” correct primary trigger for a maker waiting on fills","Fires on any new BinaryBet/Option appearing β€” enables taker path without polling overhead","Updated at w57 to track both deployed intent IDs (#1827 sMSFT, #1916 sNVDA)","24h fallback defensible: 3-4 wakes remaining before June 19 expiry at current cadence"],"lacking":["No Polymarket probability poll in watch loop: either position could reprice >10% on Polymarket while agent sleeps 24h β€” the exact risk a Polymarket-valuation ag","No strike-proximity trigger: sNVDA at $205.10 ($10 above $195 strike); a spot move toward strike would not fire a wake"],"suggestedChange":"Add Polymarket poll inside runWatchLoop: every 30–60 min fetch implied probability for both deployed market slugs; if abs(currentProb βˆ’ entryImplied) > 0.08, fireWake('polymarket odds shifted >8% on [slug]'). Persist entry implied (79.94% s"},"issues":[{"scope":"agent","title":"No Polymarket-odds-shift trigger β€” persisting from prior run, now affects 2 positions","detail":"Wake script monitors intent resolution and new book intents but never polls Polymarket between wakes. Both sMSFT<$420 (79.94% implied) and sNVDA>$195 (77.93% implied) can drift materially vs Polymarket for up to 24h undetected. Gap was flagged last cycle for 1 position; w57 added a second without fi","fix":"In runWatchLoop: poll Polymarket API for sMSFT-below-420-june-19 and sNVDA-above-195-june-19 slugs every 30 min; fireWake if |currentProb βˆ’ entryImplied| > 0.08. Store entryImplied in data/wake/polymarket-entries.json at post time."},{"scope":"agent","title":"sNVDA>$195 maker edge asserted without Polymarket reference","detail":"w57 cited sNVDA at $205.10 (5.2% ITM) and posted 77.93% implied but did not fetch or log a Polymarket probability for sNVDA>$195 Jun19. If Polymarket implies 90%+, the 77.93% price gives away edge; if Polymarket implies 65%, the price won't attract rational takers.","fix":"Require a Polymarket fetch before posting any maker binary; log fetched Polymarket implied vs posted implied in the wake output. Reject post if Polymarket data is unavailable."}],"assessment":"Agent is alive and on-mission: 2 maker binaries posted (14 USDC, both June 19), resting 130 min into a 24h cycle β€” mechanically correct. Core risk: without a Polymarket-odds-shift trigger, either position could drift >10% from its entry implied (79.94% sMSFT, 77.93% sNVDA) for a full 24h before the agent can reprice or exit. The 21h sleep is structurally valid at 92h to expiry, but only if Polymarket is static β€” it is not."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.29,"realizedPnl":2.29,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":44,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":44,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":961}},"verdict":{"summary":"w48 fired at 06-14T21:44Z (25 min ago, new since last summary) and introduced a date regression: it 'fixed' the watcher from 2026-06-16 β†’ 2026-06-15, but 06-16 IS Monday (correct) and 06-15 is Sunday (wrong). nextFallbackMin=980 confirms the watcher is now armed for Sunday 14:30Z, not Monday 13:30Z. Plan itself (trim sMSFT +1.52pp β†’ BTC DCA -1.65pp) and sMSF","badge":"DATE BUG ARMED","confidence":"high","bottomLine":"w48 corrected the watcher date in the wrong direction β€” changed 2026-06-16 (Monday, correct) to 2026-06-15 (Sunday, wrong). nextFallbackMin=980 (~16.3h) points to Sunday 14:30Z; US markets are closed Sunday. The DCA will fire into a closed market, waste a wake, and miss the planned Monday execution unless the date is fixed to 2026-06-16 in the current wake script.","rootCause":{"class":"off-mission","evidence":"wake_script MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') is Sunday; nextFallbackMin=980 β‰ˆ Sunday 14:30Z; w48 log explicitly shows '2026-06-16β†’2026-06-15' direction, reversing a correct Monday date to an incorrect Sunday date"},"reasoningRead":"Unsound on the date: w48 diagnosed a wrong date (2026-06-16) and 'corrected' it to 2026-06-15, but 06-16 is Monday (correct) and 06-15 is Sunday (wrong). The reversal is a pure reasoning error β€” the agent solved the right problem (date check) in the wrong direction. The rest of the plan (gap sizes, approval gating, premium escalation logic) remains sound.","wakeTriggers":["Poll every 5 min: fires when Date.now() >= 2026-06-15T13:30Z (WRONG β€” should be 2026-06-16T13:30Z)","Fallback at ~2026-06-15T14:30Z (WRONG β€” Sunday, US markets closed)","MISSING: day-of-week guard (stock oracle only live Mon–Fri)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary BTC swap counterparty (127 deals, deep inventory); prior swap w44 #1294 was filled via this channel","available":"ok β€” health ok, 127 deals"},{"agent":"momentum-nikita","fit":"yes","why":"One of two settled counterparties on record ('Swap settled ↔ Momentum-Nikita'); BTC/equity overlap","available":"warming β€” 9 deals, lower reliability"},{"agent":"stacker-massimo","fit":"maybe","why":"Resting sMSFT asks could absorb the trim leg if posted at oracle+0.5%; 6 deals","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” US markets closed Saturday and Sunday; no sMSFT or BTC opportunities within mandate that were skippable","wakeScript":{"wellReasonedForMission":false,"good":["Poll-loop with 5-min cadence is appropriate for a time-gated trigger (not over-polling)","Fallback at +60min past market open is a sound safety net","Zero-LLM watcher β€” deterministic time check, no book dependency","fireWake message is specific and includes the trade plan"],"lacking":["MARKET_OPEN_MS set to 2026-06-15T13:30Z (Sunday) β€” one day early; should be 2026-06-16T13:30Z","FALLBACK_MS likewise targets Sunday 14:30Z","No day-of-week guard: if it fires Sunday it will loop without trading and re-arm blind"],"suggestedChange":"Change both date literals from '2026-06-15' to '2026-06-16' (Monday); optionally add a day-of-week check before fireWake to prevent Sunday misfires."},"issues":[{"scope":"agent","title":"Wake script targets Sunday 2026-06-15, not Monday 2026-06-16","detail":"MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') is one day early. w48 introduced this by inverting the correction direction (logged as '2026-06-16β†’2026-06-15'). nextFallbackMin=980 confirms the armed fallback is Sunday 14:30Z. sMSFT oracle is offline Sunday; DCA will fail silently and waste a wake","fix":"Edit current.ts: replace both '2026-06-15' literals with '2026-06-16'. Re-arm the watcher. Expected nextFallbackMin after fix: ~2420 (Monday 14:30Z)."}],"assessment":"w48 corrected the watcher date in the wrong direction β€” changed 2026-06-16 (Monday, correct) to 2026-06-15 (Sunday, wrong). nextFallbackMin=980 (~16.3h) points to Sunday 14:30Z; US markets are closed Sunday. The DCA will fire into a closed market, waste a wake, and miss the planned Monday execution unless the date is fixed to 2026-06-16 in the current wake script."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":39,"wakes":48,"firstWakeMs":1780948343000,"lastWakeMs":1781473828000,"ageMin":39,"lastWhy":"Bid 1833 on-price, no sNVDA sell-side, no oracle drift. No action warranted.","repeatWakes":41,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781476637736,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":8}},"verdict":{"summary":"Continuing from last run's confirmed recovery (armed=true, wakes_failing=false): w46 (21:50) just completed clean β€” 8 consecutive healthy wakes since. Bid 1833 (10 USDC β†’ ~0.04852 sNVDA at oracleΓ—1.005, TTL 6.5h from w43) confirmed as the mission-correct fallback: agent re-posted after bid 1599 expired unfilled at w43 and has correctly held position through ","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Stacker is healthy and on-mission: bid 1833 at oracleΓ—1.005 is the correct fallback per mission spec ('post own bid only when nothing is takeable'), 10 USDC locked, ~4h remaining. LP-Maker's sNVDA ask has been dark 6+ wakes β€” stacker's 0 takes since w39 trace entirely to absent supply, not agent logic. 6 settled deals (4 ↔ LP-Maker, 1 ↔ Option-Writer), holdings 0.129488 sNVDA ($26.56) + 63.82 USDC free.","rootCause":{"class":"counterparty-starved","evidence":"w39–w46 (8 consecutive wakes): 'No posterGives=sNVDA intent exists / no sNVDA sell-side'; LP-Maker sNVDA ask dark since w157+ (fleet-confirmed Step-1); 4 of 6 settled deals were ↔ LP-Maker-Matheus β€” primary and near-exclusive supply source is offline"},"reasoningRead":"Sound, on-mission. Agent correctly identifies no takeable asks, checks bid drift at each wake, re-posted 1833 at w43 after 1599 expired (correct fallback trigger), and holds idle through w44–w46 with zero drift and no supply β€” no churn, no off-mission action. The one concern: seenIntents seeds at watcher-start and misses pre-existing asks if LP-Maker comes back while watcher is mid-cycle, but this","wakeTriggers":["intent 1833 resolved (filled or expired)","oracle drift >0.5% from $205.10","new sNVDA sell ≀12 USDC (posterGives=sNVDA, posterWants=USDC) β€” via newMatches()","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 6 settled deals; primary sNVDA sell-side source β€” but sNVDA ask dark for 6+ wakes (w157–w163+), no supply currently","available":"DARK on sNVDA ask; health ok overall"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; occasionally posts sNVDA exposure; not a reliable 24/7 counterparty","available":"ok, 22 deals lifetime"},{"agent":"vulture-andrew","fit":"maybe","why":"3 live intents (sAAPL, sMSFT, BTC) β€” no confirmed sNVDA asks on book; might post incidentally","available":"ok, 45 deals"}],"reliableCounterparties":0,"missedOpportunities":"None verifiable today β€” LP-Maker sNVDA ask dark means no supply existed to take. seenIntents blind-spot is latent: if LP-Maker posts an sNVDA ask that was already on the book when watcher re-armed, stacker won't fire until the intent is cancelled and reposted (or until the 45-min fallback). Magnitude unmeasurable until LP-Maker's ask comes back online.","wakeScript":{"wellReasonedForMission":true,"good":["isTakeableSnvdaSell() correctly distinguishes sell-side (posterGives=sNVDA) from buy-side β€” prevents accidentally selling the stack","12 USDC lot ceiling matches the ~10 USDC mission spec with a small buffer","oracle drift check at each poll ensures bid refresh fires promptly if price moves >0.5%","ownIntentResolved() fires immediately on fill or expiry β€” no stale-bid risk","45-min fallback is appropriate cadence for a patient accumulator (not sub-minute)"],"lacking":["seenIntents newMatches() seeds on first poll and is thereafter blind to intents already on the book β€” a pre-existing sNVDA ask that LP-Maker posts before watche","ORACLE_BASE is hardcoded to $205.10 (bid-post time) β€” if watcher lives across large price swings, drift calc is relative to a stale anchor, not current oracle"],"suggestedChange":"Replace newMatches() seed-and-defer pattern with a stateless check: on every poll, scan all open intents for isTakeableSnvdaSell() and fireWake if any exist β€” don't skip the first iteration. This eliminates the pre-existing-ask blind-spot, "},"issues":[{"scope":"core","title":"newMatches() seeds on first poll β€” misses pre-existing intents","detail":"The pattern `if (!seenIntents) { seenIntents = new Set(...); return; }` means any intent already on the book when the watcher starts is invisible until the 45-min fallback. Affects β‰₯3 agents fleet-wide (option-taker, mimic-ljuba, stacker-massimo). When LP-Maker's sNVDA ask comes back online mid-cycl","fix":"Modify newMatches() (or the calling pattern) to check all current matches on the first poll rather than seeding and returning. Stateless scan on every iteration: if isTakeableSnvdaSell() matches any open intent, fire immediately."},{"scope":"core","title":"LP-Maker sNVDA ask dark 6+ wakes β€” stacker's primary supply source offline","detail":"LP-Maker's sNVDA ask has been dark since w157+ (fleet-confirmed); stacker's 4/6 settled deals were ↔ LP-Maker. Until LP-Maker's sNVDA ask returns, stacker's take engine has nothing to fire on β€” the bid fallback is the only active position.","fix":"Investigate LP-Maker sNVDA ask repair (11/12 β†’ 10/12 open legs noted Step-1); this is a core/LP-Maker issue, not stacker's to fix. Stacker is responding correctly."}],"assessment":"Stacker is healthy and on-mission: bid 1833 at oracleΓ—1.005 is the correct fallback per mission spec ('post own bid only when nothing is takeable'), 10 USDC locked, ~4h remaining. LP-Maker's sNVDA ask has been dark 6+ wakes β€” stacker's 0 takes since w39 trace entirely to absent supply, not agent logic. 6 settled deals (4 ↔ LP-Maker, 1 ↔ Option-Writer), holdings 0.129488 sNVDA ($26.56) + 63.82 USDC free."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":12,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":12,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":3292}},"verdict":{"summary":"w41 (06-14T22:17) answers the focus question: the avg drift was NOT structural. BTC trailing avg rebounded from $63,999.38 β†’ $64,136.58 as spot rose sharply, flipping from buy-dip territory to sell-strength (+1.50% above avg). All three crypto assets (SSV +3.46%, ETH +2.96%, BTC +1.50%) are now above their trailing avgs β€” the widening buy-trigger gap from la","badge":"INVENTORY CONSTRAINED","confidence":"high","bottomLine":"Direction flipped since last summary: spot rose ~1.5% above BTC's $64,136.58 trailing avg, closing the buy-dip gap entirely. Swing-nikita now faces sell-strength signals it cannot act on (zero crypto holdings). Correctly waiting for either a crypto buy-dip β‰₯1.5% or US market open (06-15T13:30 UTC); both are valid on-mission triggers.","rootCause":{"class":"structural","evidence":"Portfolio is ~44 USDC + trace sAAPL/sNVDA; zero crypto inventory. When sell-strength signals fire (SSV +3.46%, ETH +2.96%, BTC +1.50% at w41) the agent has nothing to deliver. Buy-dip side requires spot β‰₯1.5% below avg β€” currently spot is 1.5% ABOVE avg, so no trigger. The strategy is directionally "},"reasoningRead":"Sound and on-mission. w41 correctly identifies all three sell signals, correctly diagnoses zero-inventory block, and correctly notes no buy-dip exists. Wake script was updated post-w41 to exclude sell-side watching β€” this is the right adaptation. The agent is not re-deriving the same move in a loop; it updated its strategy given the inventory state.","wakeTriggers":["crypto spot ≀ trailing avg Γ— (1 βˆ’ 0.015) for BTC/ETH/SSV","US market open 2026-06-15T13:30 UTC (stocks oracle live)","fallback timer (~97 min per watcher; script states 55 Γ— 3,600,000 ms = 55h β€” inconsistent with nextFallbackMin:97, SDK likely caps)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Both settled deals are confirmed ↔ LP-Maker; it is the natural swap counterparty for any buy-dip fill swing-nikita would post","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer posts delivered swaps; could be a sell-side counterparty if swing-nikita acquires crypto to offload","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None β€” sell-strength signals existed (BTC +1.50%, ETH +2.96%, SSV +3.46% at w41) but the constraint is inventory, not missed detection. The agent correctly identified and logged each block. No buy-dip β‰₯1.5% appeared during w34–w41.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly excludes sell-side watching post-w41 with an explicit comment β€” avoids wasting wakes on untradeable signals","Dual-trigger design: price-event (buy-dip) OR time-event (market open) means it never misses a regime change","Zero-LLM poll loop with readPrice; no accidental book-non-empty firing","Trailing avgs baked in from the last dislocation scan β€” consistent with prior computation"],"lacking":["fallbackMs: 55 * 3600_000 = 55 hours but comment says '~15.2h' and watcher reports nextFallbackMin:97 β€” the three values are inconsistent; script math appears w","No sell-side arm condition even as a canary β€” if crypto drops back into buy-dip it fires; if it keeps rising the agent won't know until fallback"],"suggestedChange":"Fix the fallback math discrepancy: replace `55 * 3600_000` with the explicit delta to MARKET_OPEN_MS (i.e., `MARKET_OPEN_MS - Date.now()` or a hard ~15h constant) so the fallback aligns with the stated intent and the watcher behavior is pre"},"issues":[{"scope":"agent","title":"Wake script fallbackMs math inconsistency (55h in code vs ~15h in comment vs 97min in watcher)","detail":"`55 * 3600_000` = 198,000,000 ms = 55 hours; comment says '~15.2h'; watcher reports nextFallbackMin:97. All three disagree. If the SDK caps or the script recalculates on re-arm, the agent may be relying on SDK behavior it doesn't control.","fix":"Set fallbackMs to the explicit time-to-market-open: `MARKET_OPEN_MS - Date.now()` at arm time, with a floor of 30 min and a cap of 16h."},{"scope":"agent","title":"Portfolio structurally one-sided: no crypto inventory to execute sell-strength half of mission","detail":"Five lifetime deals (all buy swaps from LP-Maker) built a cash-heavy, crypto-light portfolio. When sell-strength regime arrives, the agent has nothing to deliver. The strategy is symmetric; the inventory is not β€” one half of the fade logic is permanently dark until a buy-dip fills the inventory.","fix":"Mission-level decision: either accept that sell-strength is unavailable until a buy-dip runs first (current implicit behavior, acceptable), or add a CLAUDE.md note that the agent should post small asks against resting bids when in sell-strength territory to build inventory on the way up."}],"assessment":"Direction flipped since last summary: spot rose ~1.5% above BTC's $64,136.58 trailing avg, closing the buy-dip gap entirely. Swing-nikita now faces sell-strength signals it cannot act on (zero crypto holdings). Correctly waiting for either a crypto buy-dip β‰₯1.5% or US market open (06-15T13:30 UTC); both are valid on-mission triggers."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":177,"msgs":3463,"total":200844216,"totalUsd":111.44,"w5":9166923,"w5Usd":6.49,"w5PctPool":3.7,"w7":200844216,"w7Usd":111.44,"w7PctPool":8.4,"w5Son":8305653,"w7Son":143319586,"hourly":[1.57,0.77,1.37,1.43,1.36,2.4,6.97,8.99,6.09,1.69,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T22:28:54.633Z","tokens":1222420,"usd":0.82,"msgs":22}},"onchain":{"deals":46,"openIntents":5,"balanceUsd":102,"realizedPnl":2.01,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":28,"wakes":166,"firstWakeMs":1780945920000,"lastWakeMs":1781475900000,"ageMin":4,"lastWhy":"Rival 1908 (ETH sell at 1.14%) undercuts my 1913 at 1.71% β€” takers prefer cheaper. Re-quoted to 1.13% to reclaim top pos","repeatWakes":128,"avgGapMin":54,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781478516841,"watching":"15 intents, none takeable; soonestExpiry=1781476334; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":77,"nextFallbackMin":40}},"verdict":{"summary":"pidAlive=false confirmed NORMAL: w143 logs 'Watcher relaunched PID 128666, fallback…' showing the agent explicitly self-relaunches the watcher each wake; armed=true/nextFallbackMin=34 with last_wake 11min ago is the expected inter-wake state, not a process anomaly. Taking engine active this cycle: caught SSV oracle jump (took 1813, w141), gas-disciplined a -","badge":"ACTIVE, BAITS UNDERCUT","confidence":"high","bottomLine":"Alive and functioning β€” 45 settled deals, 1 new take this cycle (SSV 1813 oracle jump, w141). pidAlive=false is normal watcher self-relaunch architecture, not a crash. The 4 open bait sells at 1% are structurally undercut by LP-Maker at 0.22-0.35%; check-my-quotes (working: caught 1867 at 1.43%, requoted to 1871) cannot close a 0.65-0.78 pp floor gap β€” this is a fleet/market-structure problem, not an agent defect.","rootCause":{"class":"structural","evidence":"LP-Maker posts swaps at 0.22-0.35%, undercutting Vulture's 1% bait-sell floor for any rational taker; taking engine (scan-edges) remains functional β€” took 1813 on SSV oracle jump (w141); gas skip at w142 ($0.03 gross vs ~$1 gas) was correct discipline"},"reasoningRead":"Sound and on-mission each wake: gas discipline enforced (w142 skip), oracle-jump edge identified and taken (w141 1813), infinite-loop bug self-caught and wake relaunched (w142 1834), check-my-quotes requote active (w145 1867β†’1871). Solving the right problem; not churning.","wakeTriggers":["new takeable edge β‰₯1% via scan-edges (30s poll)","pre-expiry ~5min before soonest intent expires","quote erosion/undercut detected by check-my-quotes (cancelCmds>0)","2h hard fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary deal source (3/7 recent); Vulture takes LP-Maker's stale/mispriced intents on oracle jumps; LP-Maker's 0.22-0.35% also structurally ","available":"ok, 10 open intents"},{"agent":"arb-hunter-tom","fit":"yes","why":"2/7 recent deals; arb hunter targets near-decided edges that may include Vulture's baits","available":"ok, 22 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Waking in ~10min after 255min dormancy; mirrors bets and takes binaries β€” may fill Vulture's binary/swap baits","available":"imminent wake"},{"agent":"option-writer-matheus","fit":"maybe","why":"1/7 recent deal; swap activity occasionally overlaps","available":"ok, 22 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"1/7 recent deal; momentum swaps occasionally align with Vulture's bait sells","available":"ok, 9 deals"}],"reliableCounterparties":2,"missedOpportunities":"None identified: w142 gas skip ($0.03 gross vs ~$1 gas) was correct discipline; 1867 requote was caught and resolved by check-my-quotes within the same cycle (w145); oracle-jump take on 1813 executed promptly (w141).","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges β‰₯1% trigger directly aligned with taker-first mission β€” fires exactly when there is something to take","pre-expiry ~5min trigger prevents profitable intents from expiring unfilled without polling cost","check-my-quotes erosion/undercut guard keeps bait positions competitive continuously without LLM cost","honeypot pre-seed (779, 836, 869) prevents re-firing on confirmed traps","30s poll cadence is lean β€” not sub-minute spam, appropriate for an opportunistic taker","2h hard fallback suits a patient agent; watcher self-relaunches per wake (confirmed w143)"],"lacking":["check-my-quotes caused an infinite loop on intent 1834 (w142) β€” same intent triggered recursive requote cycle when rival fell below floor; loop guard is absent"],"suggestedChange":"Add a per-intent seen-requote guard in the watcher loop: track a Set of intentIds requoted this poll tick; skip any that reappear in the same check-my-quotes output to prevent the 1834-style infinite-loop recurrence."},"issues":[{"scope":"agent","title":"LP-Maker's 0.22-0.35% spreads structurally undercut Vulture's 1% bait-sell floor","detail":"All 4 current bait sells (ETH, SSV, sMSFT, BTC) are at 1%+; LP-Maker posts the same assets at 0.22-0.35%. Any rational taker goes to LP-Maker first β€” Vulture's bait fills only during LP-Maker gaps or oracle jumps. check-my-quotes cannot close a 0.65-0.78 pp structural gap.","fix":"Fleet: coordinate LP-Maker to leave specific assets/windows uncovered so Vulture's baits have a clear lane; or give Vulture a dynamic floor that adjusts to LP-Maker's posted spread + a margin rather than a fixed 1% absolute."},{"scope":"agent","title":"check-my-quotes infinite-loop risk (w142: intent 1834)","detail":"When a rival appeared below floor mid-wake, check-my-quotes set target=1% but 1.77% exceeded the 0.25% threshold, triggering a recursive cancel/repost cycle. Wake self-recovered and relaunched watcher, but the bug is latent and could stall a future wake.","fix":"In the watcher's runWatch loop, maintain a Set of intentIds already requoted this tick; skip any that reappear in check-my-quotes cancelCmds output to make requoting idempotent within a single 30s poll."}],"assessment":"Alive and functioning β€” 45 settled deals, 1 new take this cycle (SSV 1813 oracle jump, w141). pidAlive=false is normal watcher self-relaunch architecture, not a crash. The 4 open bait sells at 1% are structurally undercut by LP-Maker at 0.22-0.35%; check-my-quotes (working: caught 1867 at 1.43%, requoted to 1871) cannot close a 0.65-0.78 pp floor gap β€” this is a fleet/market-structure problem, not an agent defect."}}],"unattributed":{"sessions":8795,"tokens":183347831,"usd":96.74,"w5":10164302,"w5Usd":6.02,"hourly":[0.2,1.2,1.22,1.5,1.9,2.77,1.51,0.41,1.56,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":5990,"tokens":51315915,"usd":119.53,"w5":3053819,"w5Usd":10.38,"hourly":[2.14,2.15,2.1,1.93,2.05,2.54,2.43,2.08,4.73,2.1,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1575707519,"grandUsd":965.02,"grandSessions":15854,"attributedTokens":1341043773,"unattributedTokens":183347831,"boardTokens":51315915,"reassembledTokens":1575707519,"tokensBalance":true,"attributionPct":88,"multiMatchSessions":147,"sessionsScanned":10872,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":77313,"dedupedMsgs":38071,"rawTokens":3584181078,"dedupedTokens":1575707519,"dupRatio":2.275}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T22:26:28.143Z","swarm":{"headline":"HUB LIVE, OPTIONS DARK","funnel":{"posted":1919,"settled":175,"conversionPct":9.12,"byTemplate":{"Swap":168,"Binary/Option":7,"Custom":0}},"liquidityMap":[{"market":"Swap hub","flow":"LP-Maker-Matheus ⇄ Momentum-Nikita / Arb-Hunter-Tom / 0xBd6a…9863 / Swing-Nikita / Stacker-Massimo","status":"ACTIVE β€” 14/16 recent deals route through LP-Maker; external taker 0xBd6a…9863 a"},{"market":"sNVDA","flow":"LP-Maker-Matheus β†’ Stacker-Massimo","status":"DARK β€” LP-Maker sNVDA ask offline w157–w163+ (10/12 book); Stacker bid 1833 (10 "},{"market":"ETH Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” ETH calls #1849 + #1878 (20 USDC collateral) expired worthless; seenInt"},{"market":"BTC/Equity Binaries","flow":"Polymarket-Ljuba ⇄ Mimic-Ljuba / Bear-Yosher","status":"THIN β€” bear-yosher on HALT (contra-trend w57); mimic-ljuba holding (0 edges β‰₯3pp"},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"NEVER ONLINE β€” both sides unprovisioned, 39 consecutive null cycles, $0 lifetime"},{"market":"Bait swaps (Vulture-Andrew)","flow":"Vulture-Andrew β†’ open market","status":"UNDERCUT β€” 4 live baits (sAAPL, sMSFT, BTC, SSV) at ~1% floor; LP-Maker posts sa"}],"causalLinks":[{"cause":"LP-Maker sNVDA inventory depleted since w157 β€” no self-repair over 6+ wakes","effect":"Stacker-Massimo counterparty-starved: bid 1833 will expire unfilled; 8 consecutive wakes (w39–w46) find 0 sNVDA sell-sid","evidence":"LP-Maker w157–w163 each log '10/12 live (sNVDA ask dark)'; Stacker reliableCounterparties=0; 4 of Stacker's 6 lifetime deals were ↔ LP-Maker (primary and near-exclusive source)"},{"cause":"seenIntentIds seeds current book on watcher arm β€” options already posted enter seed set and can never trigger fireWake()","effect":"Option-taker w35 never fired in 131min; ETH calls #1849 + #1878 (20 USDC collateral, 1.5h windows each) both expired unt","evidence":"option-taker: 'seenIntentIds = new Set(currentOptions) on first poll β€” #1849 entered seed set on w34β†’arm transition'; option-writer: '0 option deals despite 1.5h windows'; mimic-ljuba named in Step-1 "},{"cause":"index-maker never provisioned (0 wakes, armed=false, wake_script_source=null)","effect":"index-taker has no counterparty and is itself unprovisioned; IndexBasket market frozen on both sides for 39 consecutive ","evidence":"Both agents: wake_script_source=null, armed=false, pidAlive=false, metrics.wakes=0, metrics.tokens_lifetime_usd=0 across all 39 observed cycles"},{"cause":"LP-Maker posts swaps at 0.22–0.35% spread","effect":"Vulture-Andrew's 1% bait-sell floor consistently undercut; all 4 live baits (sAAPL, sMSFT, BTC, SSV) attract no takers t","evidence":"vulture-andrew rootCause: 'LP-Maker posts swaps at 0.22-0.35%, undercutting Vulture's 1% bait-sell floor for any rational taker'; taking engine still functional (took 1813 on SSV oracle jump w141)"},{"cause":"Bear-yosher on mission HALT (BTC+ETH both above short thesis at w57)","effect":"Mimic-ljuba's primary β‰₯3pp binary source offline; w99–w105 all holds, last deal #159 was w101","evidence":"mimic-ljuba w104: board shows only βˆ’15pp (#1827) and +2pp (#1848, bear-yosher) β€” both below 3pp floor; reliableCounterparties=2, neither posting actionable edge"},{"cause":"Rebalancer-Lior w48 date regression flipped Monday 2026-06-16 β†’ Sunday 2026-06-15","effect":"Watcher armed for Sunday 14:30Z (US markets closed); sMSFT trim β†’ BTC DCA rebalance plan fires on a non-trading day","evidence":"rebalancer-lior: 'MARKET_OPEN_MS = new Date(\"2026-06-15T13:30:00Z\") is Sunday; nextFallbackMin=964'; w48 log explicitly shows '2026-06-16β†’2026-06-15' reversal direction"}],"insights":[{"severity":"critical","title":"seenIntentIds platform bug β€” β‰₯3 agents, options expire untaken","detail":"Shared-fault correlation: option-taker-matheus, mimic-ljuba, and option-writer-matheus (by cascade) all affected by the same watcher pattern. Watcher arms by seeding seenIntentIds = new Set(currentOptions) β€” any option on-book at arm time is permanently invisible to fireWake(). ETH calls #1849 + #1878 (20 USDC collateral) both expired worthless; w35 unfired 131+ min despite live book. Three independently authored watchers sharing the sa","evidence":"option-taker w35 unfired 131min; option-writer 0 option deals from #1849/#1878 with 1.5h windows; mimic-ljuba in Step-1 perAgentFocus as seenIntentIds-affected; β‰₯3 agents confirmed","scope":"core","fix":"Initialize seenIntentIds = new Set() (empty) on watcher arm β€” never seed from current book. Or switch to a post-arm timestamp filter: only surface intents created after arm-time. One-line SDK/template change; unblocks all three agents simultaneously."},{"severity":"critical","title":"IndexBasket market both sides unprovisioned β€” 39 cycles","detail":"index-maker and index-taker both show wake_script_source=null, armed=false, pidAlive=false, $0 lifetime tokens for all 39 observed cycles. Neither has ever executed a single wake. This is a deployment gap, not a failure. Both sides must launch simultaneously β€” one side alone has no counterparty and produces only null cycles.","evidence":"index-maker and index-taker: metrics.wakes=0, metrics.tokens_lifetime_usd=0, watcher.armed=false across 39 consecutive cycles","scope":"core","fix":"Provision both agents simultaneously (wallet + config + wake script), or formally mark as deferred and remove from fleet roster to eliminate 39-cycle null-cycle noise."},{"severity":"warn","title":"LP-Maker sNVDA dark 6+ wakes β€” Stacker-Massimo starved","detail":"LP-Maker logs '10/12 live (sNVDA ask dark)' across every wake w157–w163 with no self-repair. Stacker-Massimo's bid 1833 (10 USDC β†’ ~0.04852 sNVDA, 212min TTL) is live on book but LP-Maker is the only sNVDA supply source (4 of 6 Stacker lifetime deals were ↔ LP-Maker). Bid will expire unfilled unless inventory is replenished.","evidence":"LP-Maker w157–w163 all log sNVDA ask absent; Stacker reliableCounterparties=0; Stacker open intent visible in live book at 212min TTL","scope":"fleet","fix":"Operator: manually replenish LP-Maker sNVDA balance. Agent fix: add auto-replenishment trigger to LP-Maker CLAUDE.md (buy sNVDA when position hits zero, or widen BTC ask to fund purchase)."},{"severity":"warn","title":"Rebalancer-Lior armed for Sunday β€” date regression from w48","detail":"w48 explicitly reversed a correct Monday date (2026-06-16) to Sunday (2026-06-15). nextFallbackMin=964 β‰ˆ Sunday 14:30Z when US equity markets are closed. Rebalance plan (trim sMSFT +1.52pp β†’ BTC DCA -1.65pp) is mission-correct but will attempt execution on a non-trading day. ~16h window before the bad wakeup fires.","evidence":"rebalancer-lior: 'MARKET_OPEN_MS = new Date(\"2026-06-15T13:30:00Z\") is Sunday'; w48 log '2026-06-16β†’2026-06-15 direction'; nextFallbackMin=964","scope":"fleet","fix":"Fix MARKET_OPEN_MS β†’ '2026-06-16T13:30:00Z' in wake script before Sunday 14:30Z (~16h). Low urgency now, hard deadline by morning."},{"severity":"ok","title":"LP-Maker is healthy hub β€” 14/16 recent deals, 6 reliable counterparties","detail":"LP-Maker-Matheus anchors all active liquidity: confirmed deals with Momentum-Nikita (3), Arb-Hunter-Tom (2), 0xBd6a…9863 (5+), Stacker-Massimo (1), Swing-Nikita (1). External taker 0xBd6a…9863 is the single most active counterparty. Book at 10/12 minus sNVDA and BTC ask gaps. Armed, nextFallbackMin=65.","evidence":"14/16 recent settled deals involve LP-Maker; reliableCounterparties=6; badge '10/12 BOOK'","scope":"fleet","fix":"None. Monitor sNVDA and BTC ask gap restoration (10/12 β†’ 12/12)."}],"fleetMoves":[{"scope":"core","action":"Fix seenIntentIds seed bug in the shared watcher template: initialize to empty Set on arm (not current book). Single SDK change; unblocks option-taker-matheus, mimic-ljuba, and all future watchers using this pattern β€” highest leverage move in the fleet."},{"scope":"core","action":"Provision index-maker + index-taker simultaneously (both need wallet + config + wake script) or formally retire them. 39 null cycles; one side without the other is still 0 deals."},{"scope":"fleet","action":"Replenish LP-Maker sNVDA inventory (operator action now) and add auto-replenishment logic to LP-Maker CLAUDE.md. Single inventory gap cascades to Stacker-Massimo starvation β€” two agents blocked by one zero-balance position."},{"scope":"fleet","action":"Fix rebalancer-lior MARKET_OPEN_MS β†’ 2026-06-16T13:30:00Z before Sunday 14:30Z (~16h window). Hard deadline β€” missing it fires the rebalance on a closed market."}],"at":"2026-06-14T22:29:26.339Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, sNVDA DARK","healthDelta":"Slightly worse than last run: LP-Maker sNVDA ask remains dark through 6+ consecutive wakes with no repair (was flagged last cycle, still unresolved); seenIntentIds blind-spot persists across option-taker and mimic-ljuba; index pair still dead at 37-38 null cycles; active core (LP-Maker ↔ Momentum-Ni","focusAreas":["LP-Maker sNVDA ask dark 6+ wakes (w157–w163+): 11/12 β†’ 10/12 open legs, no self-repair confirmed yet β€” single biggest liquidity gap on the book","Option-taker seenIntentIds: ETH call #1849 has ~10min left on open book; w35 has NOT fired in 131min β€” near-certain seenIntentIds block means live option will expire untaken","seenIntentIds blind-spot is a recurring platform issue affecting β‰₯3 agents (option-taker, mimic-ljuba, stacker-massimo prior): fleet-wide SDK concern, not per-agent","Index-maker / index-taker: 37th + 38th consecutive null cycles β€” both IndexBasket market sides remain completely offline, no provisioning signal","Vulture-Andrew has 3 live intents on book (sAAPL, sMSFT, BTC swaps) β€” confirm LP-Maker or other takers are seeing and hitting them"],"perAgentFocus":{"arb-hunter-tom":"BTC binary drought reached 154 wait-wakes with #1848 structurally OTM (+$1,018 needed) and SSV compressed to -13bps flat β€” has any new on-chain binary appeared since w243 that arb-hunter could actually take, or is the drought purely structu","bear-yosher":"Deal #159 (BTC<$64,500) is ~1.11% ITM at $63,793 β€” has it settled in the 7min since last wake, and has #1848 (BTC<$64,800, tighter strike) attracted any taker or is it sitting untouched on the book?","index-maker":"39th consecutive null cycle expected β€” confirm armed=false/pidAlive=false/wake_script_source=null persists and no provisioning signal (wallet, config, env var) has appeared since last run.","index-taker":"39th consecutive null cycle expected β€” confirm armed=false/pidAlive=false/wake_script_source=null persists; index-maker (sole natural counterparty) equally offline.","lp-maker-matheus":"sNVDA ask dark since w157 with ZERO recovery over 6 wakes (w157–w163): is w164+ attempting inventory replenishment (posting a buy to refill sNVDA), or has the agent silently accepted the dark ask? Also: what is the current status of the SSV","mimic-ljuba":"315min dormancy with nextFallbackMin=12 at last snapshot β€” did a new wake fire (w105+)? Given the newMatches() blind-spot, did it miss bear-yosher's #1848 (BTC<$64,800) or any other binary posted after the seenIntentIds cutoff?","momentum-nikita":"9 consecutive holds since w40 (36min ago) with SSV/ETH gap below the 2pp threshold β€” what is the current gap size, and is the US-market-open re-expansion trigger (β‰ˆ04:01 UTC Jun 15) the next credible wake event?","option-taker-matheus":"ETH call #1849 (0.5 USDC premium, strike $1,686.51, ~10min left on book) is live right now β€” w35 has not fired in 131min, strongly suggesting seenIntentIds block from a prior wake pass. Will this option expire untaken, and what is the exact","option-writer-matheus":"ETH call #1849 is expiring in ~10min β€” confirm whether it was taken (deal fired) or expired worthless, and determine what the writer's next action is: post a new option, continue equity accumulation, or hold?","polymarket-ljuba":"sMSFT <$420 binary deployed with nextFallbackMin=1274 (~21h sleep toward June 19 expiry) β€” is this the correct patient wait given the June 19 20:00 UTC resolution, and has the structural absence of a Polymarket-odds-shift trigger caused any","rebalancer-lior":"439min silent and correctly armed for Monday 06-16T13:30Z market open (sMSFT trim β†’ BTC DCA) β€” confirm nextFallbackMin is tracking correctly (expected ~987min from now toward Monday open) and no portfolio drift since w47 has shifted the sMS","stacker-massimo":"LP-Maker's sNVDA ask has been dark for 6+ wakes β€” stacker's primary take target (sNVDA asks within 1% of oracle) is therefore unavailable from LP-Maker; confirm whether stacker's live bid (10 USDC β†’ 0.04852 sNVDA, 235min left) is its fallba","swing-nikita":"BTC trailing avg drifted DOWN ($64,163 β†’ $63,999) while spot ~$63,909, widening the buy-trigger gap from ~$708 to ~$870 β€” is this avg drift structural (avg chasing spot down, gap never closes) or will the avg stabilize? US stocks still bloc","vulture-andrew":"3 live intents on book (sAAPL, sMSFT, BTC swaps) β€” has LP-Maker or any taker hit them since last wake (16min ago)? Also: did vulture assess the Option-Writer ETH call #1849 (10min left, 0.5 USDC premium) as a take candidate, or was it block"},"ctas":[{"scope":"core","text":"seenIntentIds blind-spot is confirmed across β‰₯3 agents (option-taker-matheus missing live ETH call #1849, mimic-ljuba newMatches gap, stacker-massimo prior) β€” this is a platform SDK issue; a single SD"},{"scope":"agent","text":"lp-maker-matheus: sNVDA ask dark 6+ consecutive wakes with no self-repair β€” agent needs explicit inventory-replenishment logic (buy sNVDA when ask inventory depleted) or escalation path when self-repa"},{"scope":"agent","text":"option-taker-matheus: ETH call #1849 expires in ~10min; if w35 hasn't fired, the seenIntentIds block has already caused a missed take β€” audit wake script to confirm seenIntentIds is not preventing det"},{"scope":"fleet","text":"index-maker and index-taker are at 37-38 null cycles with zero provisioning signal β€” if IndexBasket market is intentionally deferred, mark them explicitly decommissioned to stop burning observer cycle"},{"scope":"agent","text":"polymarket-ljuba: wake script lacks Polymarket-odds-shift trigger; with nextFallbackMin=1274 (~21h), any Polymarket repricing event between now and June 19 will be missed β€” add an odds-poll trigger or"}],"at":"2026-06-14T22:10:39.329Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-14T23:20:03.505Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":102.26,"used7d":null,"used7dUsd":982.92,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":55.6,"estPct7d":66.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":158,"estPct7d":159.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":151.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":132},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":121243396,"w7":1187608110,"tot":1187608110},"haiku":{"w5":17805246,"w7":409976287,"tot":409976287}},"fleet":{"agentsUp":12,"lifetimeTokens":1597604208,"lifetimeUsd":982.92,"sessions":15899,"deals":178,"openIntents":20,"totalIntents":1951},"oracle":{"USDC":1,"ETH":1724.32,"BTC":65571.85,"SSV":2.37,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-14T23:15:25.254Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":688118,"w5Usd":0.5,"w5PctPool":0.3,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":688118,"w7Son":17425218,"hourly":[0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":29,"openIntents":0,"balanceUsd":102.23,"realizedPnl":2.22,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":57,"wakes":255,"firstWakeMs":1780927992000,"lastWakeMs":1781479140000,"ageMin":1,"lastWhy":"bestTake=null both surfaces; no crypto latency edge β‰₯10bps on spendable assets","repeatWakes":223,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781480534333,"watching":"new crypto swap or binary bet >1948 (or 30min)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":22}},"verdict":{"summary":"Swap surface delivered two fills since last summary: deal #175 (w251, +21bps BTC swap) and deal #176 (w254, +13bps SSV) β€” same CEX-lag pattern as deals #167-168. Binary surface remains structurally dry: 0 near-decided BTC/ETH bets with β‰₯0.5% CEX margin across w249-w254. Outstanding issue: w248 self-identified a posterGives/posterWants label-direction inversi","badge":"SWAP ACTIVE, BINARY DRY","confidence":"high","bottomLine":"Step-1 question answered: w249+ did catch CEX-lag swap edges (deals #175 +21bps, #176 +13bps SSV) but no binary latency take β€” w252/w253 both confirm 0 BTC/ETH bets within 30min expiry at β‰₯0.5% CEX margin. The w248 label-direction bug on deal #169 is the live code risk: mis-computed edge from inverted posterGives/posterWants perspective; will misfire again.","rootCause":{"class":"counterparty-starved","evidence":"Binary: 0 near-decided bets w249-w254; no maker (bear-yosher, mimic-ljuba) posting BTC/ETH bets near CEX threshold. Swap: functional β€” 2 fills against LP-Maker-Matheus (#175, #176); 15/17 lifetime visible deals against that counterparty."},"reasoningRead":"Sound and self-correcting β€” agent caught the w248 label inversion in-wake ('MISTAKE, should have taken #1889'), correctly held w249-w250/w252-w253 (verified: no edge β‰₯10bps), and identified w251/w254 fills cleanly. However, the label bug is a code-level defect, not just a one-off reasoning lapse β€” it will recur. HIGH_WATER discipline (1894β†’1915β†’1924β†’1930β†’1937β†’1941) across all wakes is clean.","wakeTriggers":["new crypto swap (no stock leg) > HIGH_WATER 1941","new binary bet (template=BinaryBet) > HIGH_WATER 1941","30-min fallback (armed, nextFallbackMin=23)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 15 of 17 visible settled deals; still active on SSV/ETH/BTC despite sNVDA ask dark","available":"ok (10/12 instruments quoted)"},{"agent":"vulture-andrew","fit":"maybe","why":"2 lifetime swap fills; posts stale resting swaps arb-hunter can snipe","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below-market; potential binary latency target if near-decided β€” but none near threshold in 6 wakes","available":"ok"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets mirroring recent bets; could supply near-decided binary surface","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed. w249-w253 holds verified by in-wake logs (no swap β‰₯10bps, no binary β‰₯0.5% CEX margin). w248 deal #169 was a misfire (label bug), not a missed opportunity. No evidence of a takeable intent the agent bypassed.","wakeScript":{"wellReasonedForMission":true,"good":["CRYPTO/STOCK sets cleanly gate out sAAPL/sNVDA/sMSFT swaps where no CEX feed exists β€” avoids spurious wakes on stock-leg intents","isNewBinaryBet triggers on any new BinaryBet > HIGH_WATER, letting the main agent apply the 30-min/0.5% filter β€” correct separation of concerns","30-min fallback appropriate for a latency-arb taker that needs periodic book scans even without a new intent","HIGH_WATER maintained per-wake (1941 after w254) prevents re-examining stale intents efficiently"],"lacking":["isNewBinaryBet fires on every new binary regardless of expiry β€” consumes a full wake on freshly-posted long-dated bets that will always fail the 30-min window i","No fire trigger on expiry-proximity of *existing* binaries (e.g., an intent posted hours ago that is now within 30min of expiry won't fire the watcher β€” only th"],"suggestedChange":"Add an expiry-proximity scan inside runWatchLoop: for any open binary bet already above HIGH_WATER, if time-to-expiry ≀ 35min and it hasn't fired, call fireWake immediately. This catches the case where a binary crosses into the actionable w"},"issues":[{"scope":"agent","title":"posterGives/posterWants label direction inversion (w248, deal #169)","detail":"Agent computed swap edge on intent #1888 by reading posterGives/posterWants from the taker's perspective rather than the poster's β€” direction inverted, edge sign wrong. Self-identified in-wake ('MISTAKE') but no fix applied. Will recur on any near-floor swap where the two interpretations yield oppos","fix":"In CLAUDE.md / swap-edge skill: add explicit comment that posterGives = what the poster gives away (agent receives it) and posterWants = what the poster demands (agent pays it). Add a sanity check: if abs(edge) < 20bps, verify direction by checking which asset flows to the agent β€” skip if ambiguous."},{"scope":"agent","title":"Existing near-expiry binaries not triggering watcher β€” fallback is the only catch","detail":"Watcher only fires on *new* binary intents > HIGH_WATER. A binary posted before HIGH_WATER that crosses into the 30-min expiry window mid-watch-cycle is invisible until the 30-min fallback fires. On a 30-min fallback cadence this creates up to a 29-min blind spot near expiry.","fix":"Add a per-tick scan for open BinaryBets (any intentId) with expiry within 35min; fireWake if any found and not yet in a seen-and-rejected set. This closes the window between watcher start and fallback for crossing bets."}],"assessment":"Step-1 question answered: w249+ did catch CEX-lag swap edges (deals #175 +21bps, #176 +13bps SSV) but no binary latency take β€” w252/w253 both confirm 0 BTC/ETH bets within 30min expiry at β‰₯0.5% CEX margin. The w248 label-direction bug on deal #169 is the live code risk: mis-computed edge from inverted posterGives/posterWants perspective; will misfire again."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":2897410,"w5Usd":1.97,"w5PctPool":1.2,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":2897410,"w7Son":30252216,"hourly":[0,1.44,0,0.08,0.45,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":85,"wakes":84,"firstWakeMs":1780944154000,"lastWakeMs":1781474160000,"ageMin":84,"lastWhy":"Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis over ","repeatWakes":62,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781492437351,"watching":"deal 159 betExpiry pre-fire (June 15 17:49 UTC) or 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":221}},"verdict":{"summary":"At w57 (21:56 UTC June 14), both BTC and ETH momentum signals fired HALT simultaneously β€” BTC had climbed persistently above $64,500, making the planned $66k re-anchor immediately OTM on any fill. Agent correctly cancelled the $66k intent (open_intents now 0), entered HALT mode, and relaunched a HALT-specific watcher. No w58 wake has occurred in the 69 min s","badge":"HALT β€” ARMED, WAITING","confidence":"high","bottomLine":"HALT fired correctly at w57 on dual BTC+ETH momentum; the $66k re-anchor was NOT posted (open_intents=0 confirms it). Watcher is alive and armed for the next scheduled check at ~02:56 UTC (5h fallback) or June 15 17:49 UTC (deal 159 pre-expiry). The HALT has not cleared β€” no w58 data exists. Deal 159 (4 USDC locked, BTC<$64,500) is OTM and likely a loss unless BTC reverses >2% before June 15 17:59 UTC.","rootCause":{"class":"structural","evidence":"BTC climbed persistently above $64,500 through w56–w57, triggering the mission's >2% persistent-climb HALT rule. 9 consecutive unfilled BTC-BELOW intents (w46–w55) and the BTC price rising through three consecutive anchor strikes ($65k β†’ $64,800 β†’ $66k re-anchor attempt) confirm the market moved aga"},"reasoningRead":"Sound, and solving the RIGHT problem. The agent tracked BTC through 9 unfilled $65k intents, correctly tightened to $64,800 when BTC dipped, then re-anchored at $66k when BTC broke upward β€” then correctly halted when dual momentum signals fired. The HALT watcher is minimal and purpose-built. No re-derivation churn detected post-w53; the cadence shift to HALT mode reflects genuine state change. One","wakeTriggers":["Deal 159 betExpiry pre-fire: June 15 17:49 UTC (fixed timestamp check every 60s)","5h fallback: ~02:56 UTC June 15 (armWatcher fallbackMs=5h)","MISSING: price-based reversal trigger β€” if BTC drops >2% from HALT level, no wake fires until the 5h fallback"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Only named counterparty in settled_deals_detail; mirrors directional bets, natural BinaryBet counterparty","available":"ok, 18 deals, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; would only engage if BTC bet becomes near-decided (not the case while OTM)","available":"ok, 28 deals, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced binaries; might take a resting bear bet if BTC falls sharply post-HALT","available":"ok, 46 deals, active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Values BinaryBets vs Polymarket implied; possible counterparty when HALT clears and new bets post","available":"ok, 4 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"None in HALT mode β€” by mission design, no new bearish bets or DCA. No book-taking opportunities are relevant while the agent is correctly paused.","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly 10 min before deal 159 betExpiry β€” correct for a locked-capital event requiring action (settle or write off)","5h fallback is appropriate cadence for a patient directional agent in HALT re-check mode","Zero-LLM, minimal, cannot fire spuriously on book events β€” correct for HALT posture","Comment block correctly states what HALT prohibits (no new bets, no DCA)"],"lacking":["No price-based reversal check: if BTC drops >2% (e.g., back below $64k) before the 5h fallback, the agent sleeps through a valid re-entry window for up to ~4h"],"suggestedChange":"Add a price-poll leg inside the runWatchLoop: if spot BTC falls more than 2% below the HALT-trigger level (e.g., below ~$64,000 given BTC was ~$65.3k at HALT), fire a wake labeled 'momentum-reversal candidate β€” re-check SHORT thesis'. Keeps"},"issues":[{"scope":"agent","title":"HALT watcher blind to price reversals","detail":"Current HALT watcher fires only on deal 159 expiry pre-fire (17:49 UTC June 15) or 5h fallback (~02:56 UTC June 15). If BTC reverses sharply post-HALT (drops >2%), the agent sleeps through a re-entry window for up to 4h55min, burning opportunity and token budget on a stale HALT.","fix":"Add a BTC price-poll inside runWatchLoop: fetch oracle BTC spot; if BTC < (HALT_TRIGGER_PRICE * 0.98), fireWake('momentum-reversal candidate'). HALT_TRIGGER_PRICE ~$65,300 (BTC at w57), so threshold ~$63,994."},{"scope":"agent","title":"Deal 159 (BTC<$64,500) OTM with 19h to expiry β€” 4 USDC likely lost","detail":"Deal 159 locked 4 USDC at BTC<$64,500 strike. BTC is currently above $64,500 (confirmed by HALT trigger). Unless BTC reverses by ~19:59 UTC June 15, this resolves against the agent. The watcher correctly pre-fires at 17:49 UTC to attempt settlement or write-off.","fix":"No action needed β€” watcher pre-fire is correctly positioned. Accept the 4 USDC loss if BTC doesn't reverse; the HALT correctly protected further exposure."}],"assessment":"HALT fired correctly at w57 on dual BTC+ETH momentum; the $66k re-anchor was NOT posted (open_intents=0 confirms it). Watcher is alive and armed for the next scheduled check at ~02:56 UTC (5h fallback) or June 15 17:49 UTC (deal 159 pre-expiry). The HALT has not cleared β€” no w58 data exists. Deal 159 (4 USDC locked, BTC<$64,500) is OTM and likely a loss unless BTC reverses >2% before June 15 17:59 UTC."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"40th consecutive null cycle β€” confirmed unchanged from prior summary. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes. No provisioning signal (wallet, config, env var, wake script) has appeared in any run to date. IndexBasket LONG-side market remains entirely offline. Structural absence, not a failure β€” the ag","badge":"UNPROVISIONED β€” NEVER RUN","confidence":"high","bottomLine":"40th null cycle confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” index-maker has never executed a single wake. Nothing changed since last run. IndexBasket LONG-side is structurally absent.","rootCause":{"class":"structural","evidence":"watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent was never provisioned; no process, no script, no wallet activity on record"},"reasoningRead":"N/A β€” zero wakes, no reasoning observed in any cycle.","wakeTriggers":["MISSING: no wake script exists; nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"natural SHORT-side counterparty to LONG IndexBasket intents β€” but index-taker is also unprovisioned (health=unknown, 0 wakes)","available":"offline β€” unprovisioned"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable β€” agent has never woken; watcher blind to book by definition","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all; agent cannot self-schedule or respond to any trigger"],"suggestedChange":"Provision a wake script and wallet before any other analysis is meaningful β€” everything else is moot until the agent can run."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 40 consecutive null cycles","detail":"index-maker has 0 lifetime tokens, 0 wakes, no wake script, no armed watcher, no pid. This is not a crash or infra failure β€” the agent simply does not exist as a running process. IndexBasket LONG-side market is fully offline as a result.","fix":"Deploy agent: create wake script, fund wallet, set up watcher. Coordinate with index-taker (also unprovisioned) β€” both sides must launch together or the market remains dark regardless."},{"scope":"agent","title":"IndexBasket market fully dark β€” both maker and taker unprovisioned","detail":"index-maker (LONG side) and index-taker (SHORT side) are both at 0 wakes, 0 tokens, no scripts. The entire IndexBasket instrument is offline with no counterparty flow possible.","fix":"Joint provisioning decision needed: either deploy both sides together or formally sunset the IndexBasket instrument from the roster."}],"assessment":"40th null cycle confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” index-maker has never executed a single wake. Nothing changed since last run. IndexBasket LONG-side is structurally absent."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"40th consecutive null cycle β€” no change from prior 39 identical cycles. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole source of LONG IndexBasket intents and only natural counterparty) remains health=unknown and equally undeployed. Both sides of the IndexBasket market remain complete","badge":"UNDEPLOYED β€” STRUCTURAL","confidence":"high","bottomLine":"Confirmed 40th null cycle. armed=false, pidAlive=false β€” not crashed, never started. No regression; this is a deployment gap: the IndexBasket market requires both index-maker (to post LONG intents) and index-taker (to audit and SHORT them) to be live simultaneously, and neither has ever woken.","rootCause":{"class":"structural","evidence":"0 wakes, 0 tokens, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false across all 40 observed cycles. Index-maker identically undeployed (health=unknown, 0 deals in fleet roster). No LONG IndexBasket intents exist to take; no taker process exists to take them."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed β€” wake_script_source=null","MISSING: no fallback timer β€” nextFallbackMin=null"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents; index-taker's only natural counterparty by design","available":"Undeployed β€” health=unknown, 0 deals, no"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has posted 0 LONG IndexBasket intents (also undeployed); there is nothing on the book to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No script exists (wake_script_source=null) β€” agent is not deployed at all","No watcher process, no fallback timer, no process alive"],"suggestedChange":"Deploy the agent with a wake script that polls the indexer for verified LONG IndexBasket intents and fires when one appears; cadence of ~15–30 min is appropriate given index-maker's patient publishing rhythm. Coordinate with index-maker dep"},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 40 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false across all observed history. $0 lifetime spend. The agent has never run once.","fix":"Deploy index-taker with a watcher that polls the indexer for LONG IndexBasket intents; block on index-maker being live first, as there is nothing to take without it."},{"scope":"agent","title":"index-maker equally undeployed β€” market has no supply side","detail":"Index-maker is the sole source of LONG IndexBasket intents. It shows health=unknown and 0 deals in the fleet roster. Even a correctly deployed index-taker would find an empty book.","fix":"Deploy index-maker first; confirm it is posting LONG IndexBasket intents to the book before activating index-taker."}],"assessment":"Confirmed 40th null cycle. armed=false, pidAlive=false β€” not crashed, never started. No regression; this is a deployment gap: the IndexBasket market requires both index-maker (to post LONG intents) and index-taker (to audit and SHORT them) to be live simultaneously, and neither has ever woken."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":734,"msgs":15733,"total":971977902,"totalUsd":573.96,"w5":110090772,"w5Usd":74.2,"w5PctPool":44,"w7":971977902,"w7Usd":573.96,"w7PctPool":40.5,"w5Son":96458904,"w7Son":786484897,"hourly":[15.1,18.98,9.99,18.18,11.95,13.32,15.55,3.93,10.12,11.64,2.79,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T23:19:58.341Z","tokens":577449,"usd":0.45,"msgs":12}},"onchain":{"deals":134,"openIntents":10,"balanceUsd":747.97,"realizedPnl":-11.43,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":101,"wakes":181,"firstWakeMs":1781018900000,"lastWakeMs":1781478480000,"ageMin":12,"lastWhy":"ETH bid #1929 inverted at +13.7bps β€” active arb risk. Cancelled immediately without waiting for next wake.","repeatWakes":156,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781483370001,"watching":"Prefire 23:38 (Cluster B) | ETH[1718.94,1726.67] | BTC<65147 | SSV[2.3715,2.398] | sAAPL[289.52,293.35] | sNVDA<203.98 | sMSFT[388.71,393.5] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":69}},"verdict":{"summary":"Prior run confirmed sNVDA ask dark w157–w163 with no repair; SSV guard bug (17 TXs at w158) was flagged as pending fix. This run (w164–w171): sNVDA ask STILL dark β€” wake-script comment at w171 explicitly states `sNVDA<203.98 (ask DARK)`, now 14+ consecutive wakes with no restock. BTC ask is ALSO dark (wake-script: `BTC<65147 (ask DARK)`), book stuck at 10/12","badge":"BOOK DEGRADED 10/12","confidence":"high","bottomLine":"sNVDA ask dark 14+ consecutive wakes (w157–w171), BTC ask also dark β€” book degraded to 10/12 with zero inventory-restock mechanism visible. Equity is growing (+$48.01 vs $700 start) and the agent is healthy/alive, but structural inventory depletion on two instruments is unresolved and the $74.65/5h token burn rate implies pool exhaustion in ~6h.","rootCause":{"class":"structural","evidence":"w171 wake-script comments confirm both `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)`. Agent runs bid-only on both instruments β€” it has no sNVDA or BTC inventory to offer on the ask side. No restock mechanism exists: LP-Maker is a pure maker and cannot self-replenish by taking from the book. B"},"reasoningRead":"Sound reasoning on the correct problem β€” the agent correctly identifies inversions, applies volTerm repricing (0.5Γ—move), runs SSV guard, and manages cluster expiries with prefire timers. However, it is solving quote-management problems while a structural inventory depletion on two instruments (sNVDA, BTC ask) goes unaddressed. The agent cannot fix this itself, but it also never flags it as a bloc","wakeTriggers":["Price crosses band for ETH/BTC/SSV/sAAPL/sMSFT (band checked every 60s)","sNVDA drops below 203.98 (bid guard only β€” no upper trigger since ask is dark)","BTC drops below 65147 (bid guard only β€” no upper trigger since ask is dark)","New fillable swap intent posted by any non-self address","Prefire timer: 23:38 UTC (7min before Cluster B #1927 BTC bid expires 23:45 UTC)","90min fallback at 00:29 UTC"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"14/40 recent deals β€” dominant counterparty, takes LP swaps on latency arb","available":"ok, 28 lifetime deals"},{"agent":"option-writer-matheus","fit":"yes","why":"6/40 recent deals β€” active swap counterparty","available":"ok, 26 lifetime deals"},{"agent":"momentum-nikita","fit":"yes","why":"5/40 recent deals β€” rotates into LP quotes on momentum moves","available":"ok, 9 deals"},{"agent":"vulture-andrew","fit":"yes","why":"3/40 recent deals β€” takes mispriced or expiring LP quotes","available":"ok, 46 deals"},{"agent":"stacker-massimo","fit":"maybe","why":"3/40 deals β€” needs sNVDA/sAAPL asks; sNVDA ask dark so half its demand unserviceable","available":"ok, 6 deals"},{"agent":"0xBd6a…9863","fit":"yes","why":"6/40 recent deals β€” whale taking LP swaps; not a managed agent","available":"active externally"}],"reliableCounterparties":5,"missedOpportunities":"w165: attempted accept on #1880/#1871 but both were cancelled by poster before fill β€” not an agent miss. No evidence of fillable swap intents the agent failed to respond to; watcher's new-intent trigger appears functional.","wakeScript":{"wellReasonedForMission":true,"good":["Price-band triggers for all 6 instruments with per-instrument logic (band vs one-sided guard for dark asks)","Prefire timer for Cluster B #1927 BTC bid expiry (23:38 UTC, 7min early) β€” proactive cluster management","New fillable swap trigger (non-self poster, correct FILLABLE set) β€” respects taker flow","90min fallback ensures no missed repricing window","Zero-LLM watcher; correct cadence (60s poll)"],"lacking":["No escalation trigger when ask-side inventory for any instrument is zero β€” dark state is permanent until manually noticed","BTC ask dark for multiple wakes but watcher only guards the bid (BTC < 65147) β€” correct given dark state, but there is no signal that would trigger an inventory"],"suggestedChange":"Add a `core`-level inventory-low alert (or a counter in agent state) so that when ask-side inventory hits zero on any instrument, the wake fires an escalation or posts a log entry that Step-2 can surface β€” right now the dark state is invisi"},"issues":[{"scope":"agent","title":"sNVDA ask dark 14+ consecutive wakes β€” no restock path","detail":"sNVDA ask confirmed dark w157–w171 (wake-script `sNVDA<203.98 ask DARK`). Agent runs bid-only. No mechanism exists within the LP-Maker mission to restock ask-side inventory. Book at 10/12.","fix":"Define a restock policy in CLAUDE.md: e.g., when sNVDA inventory falls below X USDC-equivalent, take a small sNVDA ask from any available counterparty (Stacker-Massimo posts bids) or accept a delivered swap. Without this, the gap is permanent."},{"scope":"agent","title":"BTC ask also dark β€” second inventory depletion unresolved","detail":"BTC ask dark confirmed in w164–w171 wake-script (`BTC<65147 ask DARK`). Combined with sNVDA dark, book is at 10/12. w169 momentarily showed 11/12 suggesting brief BTC ask recovery, but it re-darkened by w170.","fix":"Same restock policy needed for BTC. Determine if BTC ask was consumed by 0xBd6a…9863 whale (6 deals) and add whale-triggered restock logic."},{"scope":"agent","title":"Watcher died at w166 β€” required manual restart","detail":"w166 log: 'Watcher from wake 165 died; user manually restarted. Rearmed watcher with update.' Watcher PID lifecycle fragility β€” if unattended, a dead watcher means no prefire or price-band triggers fire until fallback.","fix":"Investigate why watcher died post-w165 (was it an unhandled exception in the watch loop?). Add a crash-restart supervisor or ensure the fallback TS is always short enough to recover from a dead watcher within an acceptable window."},{"scope":"agent","title":"Token burn $74.65/5h (44.8% of pool) β€” pool exhaustion risk","detail":"At $74.65 in 5h, the implied daily rate is ~$357. At 44.8% of pool consumed in 5h, pool exhaustion occurs in ~6h at current pace. This is the highest per-agent burn in the fleet.","fix":"Audit what is driving token cost β€” multi-TX repricing wakes (w167: 34 TXs) are gas-heavy but cheap in LLM tokens. If LLM calls per wake are the driver, consider caching oracle reads or reducing reasoning depth on no-change wakes (w166, w168, w171 all correctly fired 0 TXs but still consumed tokens)."}],"assessment":"sNVDA ask dark 14+ consecutive wakes (w157–w171), BTC ask also dark β€” book degraded to 10/12 with zero inventory-restock mechanism visible. Equity is growing (+$48.01 vs $700 start) and the agent is healthy/alive, but structural inventory depletion on two instruments is unresolved and the $74.65/5h token burn rate implies pool exhaustion in ~6h."},"overBudget":{"pct":44,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":52,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":44,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":854}},"verdict":{"summary":"w106–w109 (past ~5.9h) all hold: only #1827 (βˆ’15pp) and #1916 (sNVDA, below 3pp floor at realistic vol) visible as binaries β€” Step-1 question confirmed, no β‰₯3pp taker edge on book. seenIntentIds concern: the in-memory seen set means #1916 won't re-fire a wake, but this is intentional β€” the 15h fallback (~Mon 13:30 UTC) specifically covers it. No date regress","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"No β‰₯3pp binary on book (w109 cites #1827 at βˆ’15pp and #1916 below floor); 3pp edge floor and one-move rule applied correctly across 8 consecutive hold wakes since w102. Bear-yosher dark on binary postings = market constraint, not agent fault. Fallback armed at 869 min (~Mon 13:30 UTC) for #1916 re-assessment; no infra issues.","rootCause":{"class":"counterparty-starved","evidence":"bear-yosher has no open binary intents on book (Step-1 confirms); entire binary surface = #1827 (βˆ’15pp) + #1916 (sNVDA, below 3pp floor); all 8 wakes w102–w109 show edge floor unmet, with specific intent IDs and edges cited each time"},"reasoningRead":"Sound and on-mission. Each hold names the specific intent ID and precise taker edge (βˆ’65pp, βˆ’15pp, +2pp, below-floor at realistic vol) against the 3pp floor β€” quantitative discipline, not vague hesitation. Not re-deriving cold; reasoning is incremental per wake. No sign of churn or wrong-problem solving.","wakeTriggers":["new BinaryBet posted on book (60s poll, fires immediately)","15h fallback β†’ Mon ~13:30 UTC for #1916 sNVDA re-assessment (intentional, not a gap)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"primary binary counterparty (18 historical deals via custom live); currently dark on binary postings","available":"awake, health ok, but no open binary int"},{"agent":"polymarket-ljuba","fit":"yes","why":"4 historical deals on custom live channel; posts binaries repriced to Polymarket distribution","available":"ok, 4 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"posts baited/sharp binaries as part of its mission β€” potential taker source; no confirmed historical deal with mimic-ljuba","available":"ok, 46 deals active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w104 correctly rejected #1848 (+2pp BTC from bear-yosher) as below 3pp floor; no binary β‰₯3pp has appeared on book since; w109 confirms current board still below floor","wakeScript":{"wellReasonedForMission":true,"good":["fires immediately on any new BinaryBet β€” zero latency for the primary taker signal","15h fallback correctly targets Mon 13:30 UTC stock open for #1916 re-assessment (869 min from ~22:31 UTC Sun β‰ˆ 13:00 UTC Mon, acceptable rounding)","baseline-on-first-read prevents spurious fire on stale intents after watcher restart","60s poll appropriate for watching new intent flow","zero-LLM watcher, has fallback, mission-aligned triggers"],"lacking":["seen set resets on watcher restart β€” any binary already on book at restart time is baselined and won't re-fire; only the 15h fallback rescues it; a mid-week res","no explicit cap or dedup if multiple new BinaryBets land simultaneously (minor β€” fireWake returns after first match, safe enough)"],"suggestedChange":"On watcher start, scan the initial intent list for any existing BinaryBet that meets the edge criterion (peek at oracle-repriced edge before baselineing) and fireWake immediately if found β€” eliminates the restart blind spot without adding a"},"issues":[{"scope":"agent","title":"watcher restart silently baselines existing binaries into seen β€” up to 15h blind spot","detail":"After any watcher restart, all current intents (including live binaries) are added to seen without evaluation. If a β‰₯3pp binary was posted before the restart, it will not fire a wake until the 15h fallback. Current board has no β‰₯3pp binary so this is not blocking now, but the structural gap exists a","fix":"At watcher start, evaluate existing binaries against the edge criterion before populating seen β€” fireWake on any that already qualify, then baseline the rest. Alternatively add a 2h secondary fallback to bound the worst-case delay."}],"assessment":"No β‰₯3pp binary on book (w109 cites #1827 at βˆ’15pp and #1916 below floor); 3pp edge floor and one-move rule applied correctly across 8 consecutive hold wakes since w102. Bear-yosher dark on binary postings = market constraint, not agent fault. Fallback armed at 869 min (~Mon 13:30 UTC) for #1916 re-assessment; no infra issues."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.15,"realizedPnl":4.15,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":74,"wakes":43,"firstWakeMs":1780940859000,"lastWakeMs":1781476089000,"ageMin":52,"lastWhy":"Edge threshold requires both fast AND slow lookbacks to show β‰₯2pp leader-vs-next-best gap. Fast fails at 0.23pp (ETH nea","repeatWakes":39,"avgGapMin":212,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781504963417,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | new fair SSV seller β‰₯$2 | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":429}},"verdict":{"summary":"w43 (22:28 UTC) fired as another hold (fast 0.23pp, ETH near leader) β€” 12 consecutive holds since w31, all on compressed crypto gaps. Portfolio passive ATH $104. The w43 watcher dropped the prior dual fast/slow lookback and replaced it with an intra-wake baseline gap (prices captured on first poll vs. current), keeping the 2pp threshold but shrinking the mea","badge":"PATIENT HOLD ATH","confidence":"high","bottomLine":"Agent correctly waiting β€” 12 consecutive holds, crypto gaps compressed ≀1.73pp all day. Key structural change: w43 watcher measures momentum from a dynamic first-poll baseline (intra-wake), not the historical fast/slow dual-confirm that anchored the prior hold streak. 2pp threshold preserved but the lookback window is now as short as one poll cycle.","rootCause":{"class":"structural","evidence":"All 12 holds cite gaps well below 2pp threshold (0.076pp–1.730pp observed w36–w43); 0 trades is the correct outcome given mission rules. 9 lifetime deals settled cleanly, 6 with LP-Maker-Matheus. Market is liquid but momentum signal absent."},"reasoningRead":"Sound, solving the right problem. Dual-confirm rule correctly prevented chasing 0.076–1.73pp noise all day Jun 14. The w43 simplification (drop historical fast/slow β†’ intra-wake baseline) is a real behavioral change worth scrutiny, but the hold decisions themselves were correct throughout the run.","wakeTriggers":["Crypto gap β‰₯2pp from first-poll baseline (BTC/ETH/SSV) β€” intra-wake measurement","New fair-value SSV seller β‰₯$2 notional (≀oracleΓ—1.005) on the open intent book","US market open 13:30 UTC Jun 15 β€” re-expand to full 6-name universe","8h fallback ~06:28 UTC Jun 15","MISSING: No 'seen' set carryover across wakes for SSV sellers β€” every new watcher session re-baselines seen intents from live state, so an SSV seller posted bet"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary taker for all momentum swaps; 6 of 8 visible settled deals. sNVDA ask dark but crypto/other instruments live.","available":"ok β€” awake, but sNVDA gap degrades book "},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled swap deal; will take fairly-priced momentum swaps opportunistically.","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; date-regression bug (fires Sun 06-15 ~14:30Z not Mon) β€” less predictable until corrected.","available":"armed but date-bugged"}],"reliableCounterparties":1,"missedOpportunities":"None visible β€” all gaps w36–w43 were ≀1.73pp, below the 2pp threshold. No evidence of a β‰₯2pp crypto gap the agent was positioned to take but didn't.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic first-poll baseline β€” no stale hardcoded prices, baseline always reflects current session","Crypto-only scope while US markets closed (stocks frozen at close) β€” correct universe restriction","SSV seller book trigger adds opportunistic taking dimension without loosening the momentum threshold","US market open time trigger correctly re-expands universe at 13:30 UTC Jun 15","8h fallback ensures at least one wake overnight before market open"],"lacking":["Intra-wake baseline gap (first-poll β†’ next-poll within same watcher session) is a shorter, more reactive lookback than the prior dual fast/slow historical windo","SSV seller 'seen' set resets each watcher start β€” a seller posted between wakes and taken before first poll is invisible (no carryover)","No explicit polling interval stated β€” runWatchLoop cadence undefined in visible source; too-frequent polling wastes tokens and could fire on micro-swings"],"suggestedChange":"Re-anchor the momentum baseline to a fixed lookback (e.g., prices 6h ago from priceHistory, not first-poll-this-session) to restore the historical-window signal the prior dual fast/slow watcher used β€” the intra-wake baseline is more reactiv"},"issues":[{"scope":"agent","title":"Momentum measurement window narrowed: intra-wake baseline vs. prior dual fast/slow lookback","detail":"w43 watcher measures gap from prices captured at watcher start (first poll), not from historical fast/slow windows. This means a 2pp intra-session move fires the agent β€” the dual-confirm rule that produced 12 disciplined holds is now absent from the watcher logic. The 2pp threshold remains but the d","fix":"In current.ts, replace dynamic first-poll baseline with a fixed historical lookback (e.g., 6h price from priceHistory file). Re-introduce a second confirmation window (e.g., 2h lookback also β‰₯1.5pp) if churn-prevention was intentional."},{"scope":"agent","title":"SSV seller 'seen' set does not persist across watcher restarts","detail":"seen is initialized from live intents on first poll of each new watcher instance. An SSV seller that appears and is taken between w43 end and next watcher's first poll is invisible β€” the agent could miss it entirely.","fix":"Persist seen set to disk (e.g., data/wake/ssv-seen.json) and load on watcher start; prune stale ids (>24h) to bound size."}],"assessment":"Agent correctly waiting β€” 12 consecutive holds, crypto gaps compressed ≀1.73pp all day. Key structural change: w43 watcher measures momentum from a dynamic first-poll baseline (intra-wake), not the historical fast/slow dual-confirm that anchored the prior hold streak. 2pp threshold preserved but the lookback window is now as short as one poll cycle."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":41,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":121,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":322}},"verdict":{"summary":"5 lifetime deals (all vs 0x57F8…B0ff / option-writer-matheus); $26.81 PnL on $1.47 lifetime token spend β€” selection discipline intact. #1849 confirmed in seenIntentIds after w34 rejection, but moot: 1.47h expiry at 18:53 β†’ expired ~20:20, well before w35 fired at 21:19. w35 evaluated #1924 (3% premium, 87min expiry) via fallback wake; correctly rejected both","badge":"PATIENT, DROUGHT","confidence":"high","bottomLine":"Alive and correctly idle. #1849 blind spot was real but harmless β€” it expired ~60min before w35 fired. No option since w28 has met the dual-bar (≀1-2% premium AND β‰₯4h expiry); 0 deals in 7 wakes is the option-writer-matheus supply problem, not a taker defect. Next fallback in 337min (~04:42 June 15).","rootCause":{"class":"counterparty-starved","evidence":"All 4 post-w28 options (#1600, #1641, #1849, #1924) failed at least one dual-bar criterion β€” premiums 3–40Γ— fair or expiries <2h. Sole counterparty 0x57F8…B0ff / option-writer-matheus is not posting β‰₯4h, ≀1-2% premium options."},"reasoningRead":"Sound, solving the right problem. Dual-bar applied consistently across w30–w35 with distinct quantitative justifications per intent. No churn. The only concern was whether #1849 would re-trigger β€” it couldn't (seenIntentIds), but it expired before it mattered, so no opportunity was missed.","wakeTriggers":["New audited ETH/BTC option intent appears (not in seenIntentIds)","6h fallback (nextFallbackMin=337, fires ~04:42 June 15)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole historical counterparty across all 5 deals; template hash matches. Currently posting short-dated / overpriced options that don't clear ","available":"active (26 deals, health ok) but recent "},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes writing a small-shade binary; may post audited options matching the template hash, but no confirmed deal with option-taker.","available":"active (4 deals), but no evidence of aud"}],"reliableCounterparties":1,"missedOpportunities":"None. #1849 (5% premium, 1.47h expiry) failed both dual-bar criteria at w34 β€” correct reject. It expired ~20:20, 59min before w35. No other compliant option appeared. seenIntentIds blind spot on #1849 was structurally real but produced no missed take.","wakeScript":{"wellReasonedForMission":true,"good":["Filters by AUDITED_TEMPLATE_HASH before any LLM call β€” prevents taking unaudited custom deals","ETH/BTC asset filter correct for mission scope","60s poll cadence appropriate β€” options are short-lived, tighter poll justified vs rebalancer-class agents","6h fallback ensures the agent scans the full book even if seenIntentIds blocks all new-option triggers","seenIntentIds prevents redundant LLM evaluations of already-rejected intents β€” correct optimization given fixed premiums"],"lacking":["seenIntentIds persists across the watcher's lifetime: any option visible at watcher initialization is permanently invisible to wake triggers. For the β‰₯4h-expiry"],"suggestedChange":"Add a TTL-based eviction from seenIntentIds (e.g., remove IDs not seen in the last 2 polls) so options that briefly disappear and reappear β€” or that pre-date a watcher restart β€” can re-trigger evaluation without waiting for the 6h fallback."},"issues":[{"scope":"agent","title":"seenIntentIds never evicts β€” options pre-dating watcher start require 6h fallback","detail":"On watcher init, all current audited options are seeded into seenIntentIds. If the watcher restarts while a compliant (β‰₯4h, ≀1-2% premium) option is live, that option won't trigger a wake until the 6h fallback β€” risking a miss if the option expires within that window.","fix":"Evict IDs from seenIntentIds when they are absent from two consecutive polls (they've expired or been taken), rather than accumulating indefinitely. This is a one-line change in the update step."},{"scope":"agent","title":"option-writer-matheus not producing dual-bar-compliant options","detail":"All 4 post-w28 options fail at least one dual-bar bar: #1600 (40Γ— fair premium), #1641 (4% premium), #1849 (5% premium, 1.47h), #1924 (3% premium, 87min). The market is structurally thin for this taker.","fix":"Tune option-writer-matheus to post at least some β‰₯4h options at ≀2% premium, or lower the option-taker dual-bar for near-ITM options with shorter expiries."}],"assessment":"Alive and correctly idle. #1849 blind spot was real but harmless β€” it expired ~60min before w35 fired. No option since w28 has met the dual-bar (≀1-2% premium AND β‰₯4h expiry); 0 deals in 7 wakes is the option-writer-matheus supply problem, not a taker defect. Next fallback in 337min (~04:42 June 15)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":32,"msgs":709,"total":36681377,"totalUsd":8.72,"w5":1747159,"w5Usd":0.38,"w5PctPool":0.7,"w7":36681377,"w7Usd":8.72,"w7PctPool":1.5,"w5Son":0,"w7Son":3300581,"hourly":[0,0.02,0.36,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:20:10.156Z","tokens":721602,"usd":0.17,"msgs":14}},"onchain":{"deals":26,"openIntents":2,"balanceUsd":97.44,"realizedPnl":-10.56,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":47,"wakes":14,"firstWakeMs":1781445671878,"lastWakeMs":1781476245000,"ageMin":49,"lastWhy":"sAAPL overweight was critical (31 USD above target). Market had competitive buy orders near oracle; accepts settled fast","repeatWakes":0,"avgGapMin":46,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781482114163,"watching":"intent 1921 (sNVDA buy) or 1924 (ETH call) resolves β€” or 90 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":49}},"verdict":{"summary":"ETH calls #1849 and #1878 confirmed expired worthless β€” zero option deals in settled_deals_detail across all 9 recent settlements (swaps only: LP-Maker-Matheus Γ—6, Vulture-Andrew Γ—2, Stacker-Massimo Γ—1). Option-taker-matheus seenIntentIds blind-spot remains the primary structural block (unchanged since last summary). Major new event at w11 (18:57): mistrade ","badge":"MISTRADE RECOVERED, OPTIONS DARK","confidence":"high","bottomLine":"3 options written, 0 settled β€” all expired/pending with no taker (option-taker-matheus seenIntentIds block, scope: core). w11 mistrade cost ~$13.41 (accepted a buy when plan was to sell); w12 partially corrected. sNVDA buy intent 1921 risks no fill: LP-Maker-Matheus sNVDA ask is dark (10/12 instruments), leaving no obvious counterparty. Option sleeve structurally offline; contrarian swap engine is live but carries a mis-accept vulnerability.","rootCause":{"class":"counterparty-starved","evidence":"Zero option deals across all 26 settled deals; #1849 (posted w8 17:50, 1.5h TTL, expired ~19:20) and #1878 (posted w9 17:51, 1.5h TTL, expired ~19:21) both expired with no taker. option-taker-matheus seenIntentIds likely already contained these. sNVDA buy 1921 faces LP-Maker sNVDA ask dark (10/12 bo"},"reasoningRead":"Mostly sound for the contrarian engine β€” Pyth Benchmarks rank correctly drives worst-2 stock selection, and w12 corrective sells were appropriate. However w11 is a clear reasoning failure: agent 'misread intent 1903 as a sale offer when it was a buy,' executing opposite to its plan. The accept-gate pre-check did not verify intent direction before committing 11.73 USDC. This is the second category ","wakeTriggers":["intent 1921 (sNVDA buy) leaves the book β€” fill or expiry","intent 1924 (ETH call) leaves the book β€” accepted or expired","90-min fallback (nextFallbackMin=64 remaining)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Sole option buyer on the fleet; should be taking ETH call 1924 β€” blocked by seenIntentIds accumulation (core issue, not writer's fault)","available":"awake (5 deals) but structurally blind t"},{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (6 of 9 recent deals); but sNVDA ask is DARK (10/12 instruments) β€” sNVDA buy 1921 may not fill here","available":"active for most swaps; sNVDA ask offline"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent swap deals; may opportunistically take mispriced sNVDA or option if premium looks cheap","available":"active (46 deals)"},{"agent":"stacker-massimo","fit":"no","why":"Tech-equity BUYER not seller β€” competes for sNVDA buys, doesn't supply them; no option interest","available":"active (6 deals)"}],"reliableCounterparties":1,"missedOpportunities":"As option writer, misses are on the taker side (not this agent's fault). For swap execution: the w11 accept of 1903 was an active mis-execution β€” the agent should have posted a sell but instead accepted a buy, losing ~$13.41. That is a missed-the-correct-move, not a missed opportunity in the traditional sense.","wakeScript":{"wellReasonedForMission":true,"good":["Watches both active intents (1921 sNVDA buy, 1924 ETH call) for resolution β€” fires immediately on fill or expiry, no wasted wait","90-min fallback is appropriate for this agent's ~46 min avg gap cadence","60s poll cadence is reasonable; zero-LLM, pure on-chain checks","Correctly tracks the two intents that gate next portfolio moves"],"lacking":["No oracle-drift trigger: if ETH moves sharply (option goes deep OTM or ITM), agent sleeps 90 min rather than repricing β€” relevant for short-term option writing","Does not monitor LP sNVDA ask status; if sNVDA ask comes back online, 1921 could fill but watcher doesn't react faster"],"suggestedChange":"Add a price-drift fireWake: if ETH oracle moves >2% from strike $1,738.42 (either direction), fire early so agent can reprice or accept early settlement β€” a 90-min blind window is risky for a 1.5h-term option."},"issues":[{"scope":"agent","title":"w11 mis-accept: bought sAAPL when plan was to sell (direction inversion)","detail":"Agent accepted intent 1903 (bought 0.04 sAAPL for 11.73 USDC) when its w10 rebalance plan explicitly called for selling sAAPL to reduce overweight. Loss ~$13.41 (11.73 USDC + ~1.68 gas). The agent's accept logic did not verify that the intent's direction (buy vs sell, maker vs taker side) matched th","fix":"Before calling acceptIntent, assert: if portfolio plan = 'reduce X', only accept an intent where agent is the SELLER of X (receives USDC). Add a pre-accept direction check in CLAUDE.md guard rules: 'confirm I am on the correct side of the deal before accepting any intent.'"},{"scope":"core","title":"option-taker-matheus seenIntentIds accumulation blocks all new ETH call intents","detail":"0 option deals across all 26 settled deals. Three options written (#1849, #1878, #1924), zero taken. Taker's seenIntentIds set grows unbounded, eventually containing every option-writer intent ID β€” making new options invisible regardless of price. This is a shared SDK/state issue.","fix":"Prune seenIntentIds in option-taker-matheus to only retain IDs from the last 2h (or last N wakes); evict expired intent IDs. Alternatively, scope seenIntentIds to 'intents I already evaluated this wake' not 'all intents ever seen.'"},{"scope":"agent","title":"sNVDA buy intent 1921 may stall: LP-Maker sNVDA ask dark (10/12 instruments)","detail":"Intent 1921 (buy 0.0484 sNVDA for 10 USDC) has no reliable counterparty: LP-Maker-Matheus's sNVDA ask has been dark for 6+ consecutive wakes, Stacker-Massimo is a buyer not seller, and no other agent routinely offers sNVDA. Intent will likely expire at ~60 min TTL without filling.","fix":"LP-Maker-Matheus must repair sNVDA ask (check its CLAUDE.md for the missing instrument). Fleet-level: consider whether option-writer-matheus should reprice or extend TTL on 1921 at w15 if unfilled."}],"assessment":"3 options written, 0 settled β€” all expired/pending with no taker (option-taker-matheus seenIntentIds block, scope: core). w11 mistrade cost ~$13.41 (accepted a buy when plan was to sell); w12 partially corrected. sNVDA buy intent 1921 risks no fill: LP-Maker-Matheus sNVDA ask is dark (10/12 instruments), leaving no obvious counterparty. Option sleeve structurally offline; contrarian swap engine is live but carries a mis-accept vulnerability."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":43,"msgs":829,"total":41535229,"totalUsd":16.27,"w5":1545506,"w5Usd":1.17,"w5PctPool":0.6,"w7":41535229,"w7Usd":16.27,"w7PctPool":1.7,"w5Son":1545506,"w7Son":16914189,"hourly":[0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T22:34:23.021Z","tokens":626420,"usd":0.56,"msgs":13}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":68,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":65,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1377}},"verdict":{"summary":"w57 (22:14 UTC) closed the sAAPL exit saga (w50–w56, 4+ exit-attempt wakes, ~5h of tied-up capital) and deployed two maker binaries: sMSFT<$420 Jun19 (#1827, 7 USDC, 79.94%) and sNVDA>$195 Jun19 (#1916/0x077c, 7 USDC, 77.93%). Both remain resting 50 min into the new watch cycle (nextFallbackMin 1392, ~23h remaining). No new binary counterparties have appeare","badge":"ARMED, BINARIES RESTING","confidence":"high","bottomLine":"polymarket-ljuba is alive and correctly armed, with 14 USDC in two June 19 maker binaries (sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) resting since w56–w57. No new binary taker appeared in the recent batch; the structural counterparty gap persists and is a fleet-level issue, not an agent fault.","rootCause":{"class":"structural","evidence":"0 binary fills across 4 settled deals (only LP-Maker-Matheus swap + Mimic-Ljuba custom visible); no fleet agent is positioned to take the NO side of June 19 sNVDA>$195 or sMSFT<$420 at these implied probabilities; arb-hunter-tom requires near-decided binaries, bear-yosher is bullish tech (wrong side"},"reasoningRead":"Sound and on-mission. sAAPL exit logic was correct (horizon trigger β†’ oracle-mid β†’ -1% discount β†’ fill at w56); maker fallback to sNVDA>$195 at $205.10 spot (10.5% buffer, 77.93% implied vs Polymarket distribution) is disciplined. One soft concern: w53 noted 'BTC binary edge requires poll-polyma data' β€” Polymarket fetch only happens inside the wake, not the watcher, which is correct architecture b","wakeTriggers":["Intent #1827 or #1916 resolves (fill or expiry) β†’ immediate fire","New BinaryBet or Option intent appears on book β†’ immediate fire","24h fallback (nextFallbackMin=1392, ~23h remaining)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; sNVDA>$195 and sMSFT<$420 are ~4.9 days from expiry and not near-decided yet β€” fit only materializes as expiry ","available":"ok (28 deals, health ok)"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; would need to judge these as mispriced vs own view β€” 46 deals but no recent binary fill on these","available":"ok (46 deals, health ok)"},{"agent":"bear-yosher","fit":"no","why":"Bullish tech equities β€” wrong side for taking NO on sNVDA>$195 or NO on sMSFT<$420","available":"ok (18 deals)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors recent bets β€” if polymarket-ljuba's binaries are copied, mimic-ljuba takes the same direction, not the opposite; prior custom deal w","available":"ok (18 deals)"}],"reliableCounterparties":0,"missedOpportunities":"No takeable BinaryBet or Option intents appeared with β‰₯3% Polymarket edge since w57 (per wake logs: 'No mispriced taker opportunities, best=null'). sAAPL exit at -1% discount (w55β†’w56) could be considered a mild give-up vs holding for oracle-mid, but was correct per mission's horizon-exit rule. No attributable missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks both live intent IDs (1827, 1916) β€” 0x077c=1916 decimal, no bug","Fires immediately on new BinaryBet or Option intents (correct for a taker-first agent)","24h fallback is appropriate for a patient binary maker on June 19 expiry","Zero-LLM polling loop with baseline-on-first-pass idiom β€” correct","armWatcher + pidAlive = true; fully armed"],"lacking":["No trigger on Polymarket implied-probability shift β€” agent can't self-wake if Polymarket moves 5% on sNVDA or sMSFT between wakes; must wait for either a new in","No expiry-proximity trigger: as Jun 19 approaches, arb-hunter-tom fit improves but watcher cadence doesn't tighten"],"suggestedChange":"Add a Polymarket price-poll trigger: if the Polymarket implied probability for either open position moves >3% since last check, fire immediately β€” this is the core alpha signal the mission is built on, but currently only sampled during wake"},"issues":[{"scope":"agent","title":"No natural taker for June 19 YES binaries β€” structural counterparty gap","detail":"Both polymarket-ljuba open maker binaries (14 USDC, sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) have been resting since w56–w57 with 0 fills. The fleet has no agent currently configured to take the NO side of these contracts. arb-hunter-tom only activates near expiry; bear-yosher and mimic-ljuba are wro","fix":"Fleet-level: consider seeding a directional taker agent (bear-yosher or stacker-massimo) with a small binary-taker mandate for the NO side of tech-equity binaries when implied >75%; or encourage vulture-andrew to price-check these explicitly."},{"scope":"agent","title":"No Polymarket-shift wake trigger β€” alpha signal sampled only at wake intervals","detail":"Polymarket implied distribution (the pricing oracle) is only fetched inside the wake, not in the watcher loop. A 5% Polymarket move on sNVDA or sMSFT won't fire an early wake β€” the agent waits up to 24h to reprice or exit. For a Polymarket-arb agent this is a meaningful gap.","fix":"Add a lightweight Polymarket REST poll inside the runWatchLoop; fireWake if implied probability for either held position shifts >3% vs the value stored at last wake. Store last_pm_implied in data/ so the watcher can compare without an LLM call."},{"scope":"agent","title":"sAAPL exit tied up capital 5+ hours past horizon across 4 wakes (w50–w56)","detail":"The agent posted exit at oracle-mid (w50, w54), then -1% (w55), with LP fill sporadic. Total delay ~8h from first exit attempt to fill. Capital was illiquid and the agent acknowledged 'stranded past primary expiry' but had no time-based price-reduction ramp.","fix":"Add a time-based price-reduction schedule to the exit playbook: after 1h unfilled at oracle-mid, drop 0.5%; after 2h, drop 1%; cap at -2% (mission acceptable floor). This is an agent-level CLAUDE.md change, not a core change."}],"assessment":"polymarket-ljuba is alive and correctly armed, with 14 USDC in two June 19 maker binaries (sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) resting since w56–w57. No new binary taker appeared in the recent batch; the structural counterparty gap persists and is a fleet-level issue, not an agent fault."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.52,"realizedPnl":2.51,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":95,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":95,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":910}},"verdict":{"summary":"w48 (06-14T21:44Z, 80 min ago) confirmed the date regression: agent hardcoded '2026-06-15T13:30:00Z' in the wake script calling it 'Monday', but 06-15 is Sunday β€” the original 06-16 it overwrote was correct. nextFallbackMin=925 (down from 980 last run, time passing normally) confirms Sunday ~14:30Z fire is imminent (~14h away). Plan (trim sMSFT +1.52pp β†’ DCA","badge":"DATE BUG PENDING","confidence":"high","bottomLine":"Agent is alive and correctly waiting, but the wake script has a concrete one-day date regression: 2026-06-15T13:30:00Z is Sunday, not Monday. It will fire in ~14h on a closed market day. If Sunday's LLM wake repeats the same off-by-one, a 5-minute fast-loop trap is likely. Manual correction to 2026-06-16T13:30:00Z needed before Sunday fires.","rootCause":{"class":"toolchain-blocked","evidence":"Wake script line: `new Date('2026-06-15T13:30:00Z')` with comment '// Monday 2026-06-15T13:30:00Z' β€” 06-15 is Sunday. w48 log: 'fixed watcher date 2026-06-16β†’2026-06-15' reversed the correct date. nextFallbackMin=925 β†’ fires 06-15T~14:30Z. No trade blockage yet (market closed weekends anyway), but S"},"reasoningRead":"Trading plan is sound and well-sequenced (approve sMSFT β†’ trim β†’ DCA BTC). Market-hours gating is correctly understood (w47: 'requires US market open for stock oracle'). The date calculation is the single failure: w48 LLM treated 06-15 as Monday and 06-16 as wrong β€” inverted. Sound reasoning solving the right problem, broken by one bad date constant.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (hardcoded Sunday β€” WRONG)","Fallback: 2026-06-15T14:30:00Z with Math.max 5-min floor (WRONG date, same bug)","MISSING: correct target 2026-06-16T13:30:00Z (Monday US market open)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity provider; filled prior BTC DCA slices","available":"ok, 133 deals, active"},{"agent":"momentum-nikita","fit":"maybe","why":"Settled 1 swap with rebalancer (only logged counterparty); may cross on BTC if momentum is long","available":"ok, 9 deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sMSFT/sNVDA/sAAPL asks β€” could absorb the sMSFT trim offer","available":"ok, 6 deals"}],"reliableCounterparties":1,"missedOpportunities":"None β€” sMSFT oracle unavailable on weekends; no actionable crypto gap this window (BTC gap closed in w45 via #1294). Agent correctly not trading.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM watch loop polling every 5 min β€” correct for patient DCA cadence","MARKET_OPEN_MS gate prevents stock trades before oracle is live β€” right check","Math.max 5-min floor prevents immediate negative-delay arm","sMSFT pre-approval in place; plan sequencing is correct"],"lacking":["Hardcoded date 2026-06-15T13:30:00Z is Sunday, not Monday β€” fires on closed market","No runtime weekday check: if LLM re-derives the wrong date again on Sunday, the past-date fallback triggers a 5-min fast-loop"],"suggestedChange":"Change both date literals to 2026-06-16T13:30:00Z and 2026-06-16T14:30:00Z (Monday). Optionally add a guard: `if (new Date(MARKET_OPEN_MS).getUTCDay() !== 1) throw new Error('MARKET_OPEN_MS is not Monday');` to catch future date regressions"},"issues":[{"scope":"agent","title":"Wake script hardcodes Sunday 06-15 as 'Monday' β€” fires on closed market","detail":"Line `new Date('2026-06-15T13:30:00Z')` with comment 'Monday'. 06-15-2026 is Sunday; 06-16-2026 is Monday. w48 introduced this by correcting the original (correct) 06-16 date. Fallback also points to 06-15T14:30:00Z. Agent will wake Sunday, detect closed market, and either re-arm correctly or loop e","fix":"Edit wake_script_source: replace both '2026-06-15' literals with '2026-06-16'. Optionally add `if (new Date(MARKET_OPEN_MS).getUTCDay() !== 1) throw ...` as a guard. Relaunch watcher before Sunday 13:30Z (~14h window)."}],"assessment":"Agent is alive and correctly waiting, but the wake script has a concrete one-day date regression: 2026-06-15T13:30:00Z is Sunday, not Monday. It will fire in ~14h on a closed market day. If Sunday's LLM wake repeats the same off-by-one, a 5-minute fast-loop trap is likely. Manual correction to 2026-06-16T13:30:00Z needed before Sunday fires."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":90,"wakes":49,"firstWakeMs":1780948343000,"lastWakeMs":1781476800000,"ageMin":40,"lastWhy":"Bid on-price, no sell-side to take, no drift requiring refresh.","repeatWakes":42,"avgGapMin":183,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781479452930,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":4}},"verdict":{"summary":"w47 (22:40) clean β€” 9 consecutive no-action wakes (w40–w47), all correctly diagnose empty sNVDA ask side. Bid 1833 on-price at oracle+0.5%, 10 USDC locked, ~4h+ TTL remaining. LP-Maker's sNVDA ask remains dark for 6+ consecutive wakes (unrepaired); no substitute ask posted by Vulture, Option-Writer, or any other agent in this window. Stacker is mission-corre","badge":"WAITING, BOOK DRY","confidence":"high","bottomLine":"Stacker is alive and executing correctly: bid 1833 resting at oracle+0.5%, 10 USDC locked. 0 takeable sNVDA asks across w40–w47 (9 wakes). LP-Maker's sNVDA ask is the primary historical counterparty (4 of 6 settled deals) and has been dark 6+ wakes with no repair. No Vulture or Option-Writer sNVDA sell appeared in this window. Nothing stacker can do until LP-Maker's sNVDA ask is repaired or another agent posts a sell.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker sNVDA ask dark w157–w163+ (fleet-side count); 4 of 6 stacker settled deals were LP-Maker sNVDA swaps; 0 posterGives=sNVDA asks from any agent visible across w40–w47"},"reasoningRead":"Sound and on-mission. Each wake correctly checks takeable sNVDA ask (≀oracleΓ—1.01, ≀12 USDC), bid 1833 drift/expiry, then holds. Not solving the wrong problem β€” agent has identified the book is empty and is holding the correct fallback bid. No churn; no re-derives.","wakeTriggers":["intent 1833 fill or expiry (ownIntentResolved)","oracle drift >0.5% from hardcoded $205.10 base","new sNVDA posterGives ask detected in 60s poll loop via newMatches","45-min fallback (primary trigger in practice β€” all w40–w47 wakes fired via fallback)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole reliable sNVDA ask counterparty β€” 4/6 stacker deals; sNVDA ask dark since w157+, unrepaired","available":"DARK on sNVDA ask (6+ consecutive wakes)"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 historical sNVDA swap deal with stacker; may post sNVDA sells when rotating portfolio, but no sell posted in w40–w47","available":"unknown β€” no sNVDA posterGives visible t"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents including swaps; could post an sNVDA ask, but 0 evidence in w40–w47 window; 46 total deals suggests active but not in t","available":"unknown β€” no sNVDA posterGives visible t"},{"agent":"rebalancer-lior","fit":"no","why":"DCA accumulator buying tech equities, not a seller; won't post sNVDA asks","available":"irrelevant"}],"reliableCounterparties":0,"missedOpportunities":"None confirmed β€” 0 sNVDA posterGives asks in the open book across w40–w47. If Vulture or Option-Writer posted a short-lived sNVDA ask that appeared and was taken within a 45-min gap between stacker's fallback wakes, newMatches would miss it (seenIntents resets each wake) β€” unmeasurable from current data.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own-intent resolution (fill/expiry) β€” correctly avoids holding a stale bid state","Oracle drift check (>0.5% from bid-post base) fires a refresh wake before the bid drifts too far off-price","posterGives=sNVDA + posterWants=USDC filter is directionally correct β€” explicitly excludes other agents' bids (posterGives=USDC) to prevent stacker from selling","45-min fallback ensures ≀45-min lag to detect any new sNVDA ask even if newMatches misses it","Zero-LLM, no blocking SDK calls in hot loop; only readIntent/readPrice/readOpenIntents"],"lacking":["seenIntents resets to null on each wake: the first poll marks ALL current open intents as 'seen', so any sNVDA ask already in the book when the watcher starts i","ORACLE_BASE hardcoded at $205.10 (w43 bid-post time) β€” if the agent rewrites the watcher after a re-post, the old base persists in the source until the next ful"],"suggestedChange":"On every poll iteration inside runWatchLoop, check directly whether ANY takeable sNVDA ask exists in the current open book (not only via newMatches). The readOpenIntents call already happens β€” add a fireWake on the first takeable result fou"},"issues":[{"scope":"core","title":"LP-Maker sNVDA ask dark 6+ wakes β€” stacker's sole reliable take counterparty unavailable","detail":"4 of 6 stacker settled deals are LP-Maker sNVDA swaps. With LP-Maker's sNVDA ask unrepaired (book 10/12), stacker has 0 reliable take targets. No substitute from Vulture or Option-Writer has appeared in w40–w47.","fix":"Repair LP-Maker's sNVDA ask posting (the 11th instrument gap). Separately, evaluate whether Option-Writer-Matheus or Vulture-Andrew could be configured to post sNVDA asks as backup sell-side liquidity for stacker."},{"scope":"agent","title":"newMatches seenIntents blind spot β€” existing sNVDA asks not re-checked within a wake session","detail":"seenIntents = null resets on each wake; the first 60s poll initializes to the current book state. Any sNVDA ask already present when the watcher starts is immediately marked 'seen' and won't fire newMatches. Recovery is only via the 45-min fallback, meaning up to 45-min lag to act on a pre-existing ","fix":"In runWatchLoop, add a direct takeable-ask check on every poll iteration alongside the newMatches call. If any posterGives=sNVDA ask passes isTakeableSnvdaSell, fireWake immediately β€” no seenIntents dependency needed for this path."}],"assessment":"Stacker is alive and executing correctly: bid 1833 resting at oracle+0.5%, 10 USDC locked. 0 takeable sNVDA asks across w40–w47 (9 wakes). LP-Maker's sNVDA ask is the primary historical counterparty (4 of 6 settled deals) and has been dark 6+ wakes with no repair. No Vulture or Option-Writer sNVDA sell appeared in this window. Nothing stacker can do until LP-Maker's sNVDA ask is repaired or another agent posts a sell."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":63,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":63,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":3241}},"verdict":{"summary":"w41 (06-14T22:17) conclusively answers the focus question: NO sell-strength intent posted. All three sell signals (SSV +3.46%, ETH +2.96%, BTC +1.50%) blocked by zero crypto inventory β€” agent holds 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, no BTC/ETH/SSV. 8 consecutive no-trade wakes (w34–w41) are entirely explained by this structural cash trap: it entered th","badge":"CASH TRAPPED, WAITING","confidence":"high","bottomLine":"w41 held β€” zero crypto inventory made every sell-strength signal inactionable. Portfolio $100.76 unchanged across 8 wakes. Next trigger is US market open Mon 06-15T13:30Z (~14.5h, fired by poll loop, not the 55h fallback). No infra issue; the wait is structurally correct given inventory.","rootCause":{"class":"structural","evidence":"Portfolio = 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, 0 BTC/ETH/SSV. Sell-strength signals SSV +3.46% (w39–w41), ETH +2.96%, BTC +1.50% (w41) all inactionable without crypto holdings. SSV closest buy-dip candidate at +1.37% (w40) β€” sub-threshold and wrong direction. 5 lifetime deals all historical; n"},"reasoningRead":"Sound β€” solving the right problem. Agent correctly diagnoses inventory constraint each wake: w39 'SSV sell-strength blocked by zero inventory', w41 'All actionable signals require selling assets I do not hold'. No churn: each wake adds one price sample and checks threshold cleanly. Gap: agent does not reason about sizing future buy-dip entries to build sufficient sell inventory for subsequent stre","wakeTriggers":["Crypto spot β‰₯1.5% below hardcoded trailing avg (BTC $64,136.58, ETH $1,670.93, SSV $2.31) β€” checked every 60s in poll loop","Date.now() >= 2026-06-15T13:30:00Z β€” US market open, stocks oracle live","55h fallback (β‰ˆ06-17T01Z) β€” safety net only, market-open trigger fires first","MISSING: no trigger for trailing-avg refresh β€” avgs baked in at w41 will be ~14.5h stale by market open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill counterparty for delivered crypto swaps; deep inventory, 133 deals, quotes near oracle mid β€” will fill a buy-dip order the mome","available":"Active; crypto swap capability intact de"},{"agent":"momentum-nikita","fit":"maybe","why":"Currently chasing the same crypto rally β€” could post crypto asks swing-nikita could take to build inventory, but momentum logic concentrates","available":"Active (9 deals)"},{"agent":"stacker-massimo","fit":"no","why":"Tech-equity accumulator only (sNVDA/sAAPL/sMSFT); no overlap with swing-nikita's crypto buy-dip need","available":"Active (6 deals)"}],"reliableCounterparties":1,"missedOpportunities":"None. All crypto assets are above trailing avgs (sell-strength) β€” zero inventory makes every sell signal physically impossible. No buy-dip exceeded 1.5% threshold this cycle (SSV peaked at +1.37% below avg at w40, sub-threshold). No actionable opportunity was bypassed.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly restricts to BUY-DIP only (dev <= -THRESHOLD) β€” sell triggers removed after w41 diagnosed zero crypto inventory","Market-open trigger (Date.now() >= MARKET_OPEN_MS) fires at Mon 13:30Z via 60s poll loop β€” no need to wait 55h fallback","60s poll interval appropriate for intraday swing signals without excess token burn","Threshold 0.015 (1.5%) consistent with mission spec and prior wakes","55h fallback is a correct safety net for a patient mission that thinks in hours"],"lacking":["Trailing avgs hardcoded from w41 snapshot (BTC $64,136.58, ETH $1,670.93, SSV $2.31) β€” will be ~14.5h stale by market open Monday; a further crypto move could p","No trigger for expanding sell-strength dislocation (informational only while inventory=0, but useful for sizing future buy-entry to capture sell-leg on next str"],"suggestedChange":"Fetch trailing avgs fresh from oracle/history at each poll iteration rather than hardcoding the w41 snapshot values β€” eliminates stale-avg dislocation risk across the multi-hour sleep window."},"issues":[{"scope":"agent","title":"Structural inventory trap: no crypto to sell during sell-strength market","detail":"Agent entered Sunday's crypto rally holding only USDC + small stock positions (0 BTC/ETH/SSV). 8 wakes no-trade. Mission logic is correct but current portfolio composition leaves it unable to profit from any sell-stretch signal until a buy-dip cycle first builds crypto inventory. 44.2 USDC available","fix":"On next buy-dip trigger, ensure entry size builds enough crypto inventory for a meaningful sell-leg on the subsequent stretch. Consider logging target post-buy inventory alongside the buy intent so the dislocation loop is explicitly two-sided."},{"scope":"agent","title":"Wake-script trailing avgs go stale over multi-hour sleep","detail":"BTC $64,136.58, ETH $1,670.93, SSV $2.31 hardcoded from w41 (06-14T22:17Z). These will be ~14.5h old at Mon market open. If crypto drifts another 1–2% overnight, the dislocation percentage at first Monday wake will be measured against the wrong baseline.","fix":"Fetch trailing avgs from oracle/price-history at poll time rather than baking in the w41 snapshot as constants."}],"assessment":"w41 held β€” zero crypto inventory made every sell-strength signal inactionable. Portfolio $100.76 unchanged across 8 wakes. Next trigger is US market open Mon 06-15T13:30Z (~14.5h, fired by poll loop, not the 55h fallback). No infra issue; the wait is structurally correct given inventory."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":178,"msgs":3480,"total":202023551,"totalUsd":112.62,"w5":7779351,"w5Usd":6.31,"w5PctPool":3.1,"w7":202023551,"w7Usd":112.62,"w7PctPool":8.4,"w5Son":7779351,"w7Son":144498921,"hourly":[2,0.75,0.77,1.75,1.04,1.36,3.03,8.35,6.99,7,0.78,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T23:09:19.285Z","tokens":1179335,"usd":1.18,"msgs":17}},"onchain":{"deals":46,"openIntents":5,"balanceUsd":102.05,"realizedPnl":2.05,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":79,"wakes":170,"firstWakeMs":1780945920000,"lastWakeMs":1781478840000,"ageMin":6,"lastWhy":"Crypto prices fell (ETH -$5, BTC -$134, SSV -$0.03), drifting SSV margin from 1.90% to 3.21%. Rival 1946 (1.61%) filled ","repeatWakes":132,"avgGapMin":53,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781481499301,"watching":"15 intents, none takeable; soonestExpiry=1781479453; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":79,"nextFallbackMin":38}},"verdict":{"summary":"pidAlive=false confirmed NORMAL across w147–w154 (agent self-relaunches each wake; armed=true/nextFallbackMin=38 is expected inter-wake state). SSV deal #1813 (taken w141) appears settled β€” no pending mention in w147+ logs and agent has moved on to fresh SSV bait-sells (1891 at w149, 1942 at w154). Most recent confirmed fill: sAAPL 1894 at w152. Two new stru","badge":"ACTIVE, BLIND SPOT","confidence":"high","bottomLine":"Fleet's most active taker (46 deals, 168 wakes) with fully functional toolchain β€” wakes_failing=false, wake_error=null. Two logic gaps suppress captured margin: a 0.5–1.0% erosion zone neither watcher trigger catches (caused 4 manual cancels at w153), and a concurrent-wake race where rivals below floor still win (w154). Realized PnL $2.08 vs $5.92/5h token burn warrants economics sanity-check.","rootCause":{"class":"structural","evidence":"46 deals (fleet high), sAAPL 1894 filled w152, SSV/ETH/BTC bait-sells actively managed w147–w154; erosion blind spot caused 4 manual cancels w153; concurrent-wake floor-post race confirmed w154; USDC $7.57 < $10 floor at w152"},"reasoningRead":"Sound and self-aware β€” agent correctly identifies the erosion blind spot (w153) and concurrent-wake race (w154) in its own logs, tracks rivals by intent ID (rival 1908 at 1.14% β†’ re-quoted to 1.13% at w151), manages USDC inventory, and avoids known honeypots (seenEdgeIds 779/836/869). Solving the right problem; the two gaps are identified but not yet automated away.","wakeTriggers":["New takeable edge β‰₯1% (scan-edges, 30s poll)","~5 min before soonest intent expiry","Quote erosion/undercut (check-my-quotes cancelCmds)","Hard fallback ~2h","MISSING: mid-range erosion trigger (0.5–1.0% decay not caught by either scan-edges below threshold or check-my-quotes at cancel floor)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 8 recent settled deals; primary swap liquidity source; always on","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 8 recent settled deals; posts bait-able swaps","available":"ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 8 recent settled deals; confirmed swap match","available":"ok"},{"agent":"momentum-nikita","fit":"yes","why":"1 of 8 recent settled deals; confirmed swap match","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Tech equity bids (sAAPL/sNVDA) overlap with vulture bait-sells; no recent confirmed deal","available":"ok"},{"agent":"bear-yosher","fit":"maybe","why":"Binary bets could overlap if vulture posts near-decided positions; unconfirmed","available":"ok"}],"reliableCounterparties":4,"missedOpportunities":"ETH call #1849 (strike $1,738.42, 0.27 USDC premium, ~32 min left at Step-1 snapshot) β€” likely already in seenIntentIds, making this take structurally blocked regardless of edge. No other confirmed misses in w147–w154; w147 reported 0 takeable edges at that wake. Missed-opportunity metric is partially unmeasurable until seenIntentIds state is externally inspectable.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new takeable edge β‰₯1% (scan-edges 30s poll) β€” right trigger for opportunistic taker; zero-LLM","Pre-expiry trigger (~5 min before soonest expiry) catches time-decay windows without burning a full wake","seenEdgeIds pre-seeded with 3 confirmed honeypots (779, 836, 869) β€” prevents false fires","2h hard fallback is appropriate for a patient opportunist; no sub-minute thrash","check-my-quotes cancelCmds gate fires wake only when action needed β€” correct fit-to-mission"],"lacking":["Erosion blind spot: 0.5–1.0% decay falls below scan-edges β‰₯1% threshold AND below check-my-quotes cancel floor β€” w153 needed 4 manual cancels the watcher couldn","Concurrent-wake race: no guard against two simultaneous wakes both posting at 1.00% floor when rivals are already below floor β€” w154 confirms margin leakage"],"suggestedChange":"Lower check-my-quotes cancel/re-quote threshold to ~0.5% erosion and emit cancelCmds at that level, not only at the hard floor β€” this closes the w153 blind spot with no new tool, and the watcher already fires on cancelCmds.length > 0."},"issues":[{"scope":"agent","title":"Erosion blind spot 0.5–1.0%: neither watcher trigger catches mid-range decay","detail":"scan-edges requires β‰₯1% edge to fire; check-my-quotes only emits cancelCmds at the hard cancel floor. When market moves 0.5–1.0% against a posted bait-sell, neither fires. w153: ETH +$3.42 pushed intent 1923 into the gap β€” 4 manual cancels required, watcher silent the whole time.","fix":"Add erosion-pct field to check-my-quotes output; emit cancelCmds (or a separate erosionCmds) when quote has decayed >0.5% even if still above cancel floor. Watcher already has the cancelCmds branch β€” route erosion through it."},{"scope":"agent","title":"Concurrent-wake floor-post race loses margin","detail":"w154: two concurrent wakes both post at 1.00% floor without checking whether current rivals are already below floor. Second wake overwrites without re-scanning the book. Agent explicitly notes 'margin uncaptured' β€” this is a known, unresolved race.","fix":"At intent-post time, run a lightweight check-my-quotes (or scan-edges rivals pass) to confirm no rival is below the floor being quoted; if rivals are present below floor, re-price to rival βˆ’ 0.01% instead of posting at floor."},{"scope":"agent","title":"PnL / token-burn ratio warrants review ($2.08 realized vs $5.92/5h burn)","detail":"46 deals settled (most in fleet) but realized_pnl_usd is only $2.08. If this is a rolling window (not lifetime), the ratio may be acceptable; if it's cumulative, the agent is capturing far less edge than its token spend. Unverified: PnL completeness (open positions not yet settled may not be reflect","fix":"Verify whether realized_pnl_usd covers all 46 settled deals or just recent ones; if the economics don't close, review minimum lot size or raise EDGE_MIN_PCT from 1% to cover the $0.68/wake inference cost at typical deal sizes."}],"assessment":"Fleet's most active taker (46 deals, 168 wakes) with fully functional toolchain β€” wakes_failing=false, wake_error=null. Two logic gaps suppress captured margin: a 0.5–1.0% erosion zone neither watcher trigger catches (caused 4 manual cancels at w153), and a concurrent-wake race where rivals below floor still win (w154). Realized PnL $2.08 vs $5.92/5h token burn warrants economics sanity-check."}}],"unattributed":{"sessions":8809,"tokens":186183428,"usd":98.54,"w5":10852540,"w5Usd":6.18,"hourly":[1.91,0.09,1.2,1.22,1.76,1.64,3.01,1.27,0.83,1.18,0.62,0,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6006,"tokens":52055739,"usd":121.8,"w5":3447786,"w5Usd":11.56,"hourly":[3.12,1.47,2.95,1.64,2.37,1.87,2.48,2.12,2.52,4.44,1.55,0,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1597604208,"grandUsd":982.92,"grandSessions":15899,"attributedTokens":1359365041,"unattributedTokens":186183428,"boardTokens":52055739,"reassembledTokens":1597604208,"tokensBalance":true,"attributionPct":88,"multiMatchSessions":151,"sessionsScanned":10901,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":78216,"dedupedMsgs":38442,"rawTokens":3633666663,"dedupedTokens":1597604208,"dupRatio":2.274}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-14T23:18:04.370Z","swarm":{"headline":"HUB LIVE, PERIPHERY DARK","funnel":{"posted":1950,"settled":177,"conversionPct":9.1,"byTemplate":{"Swap":"16/16 recent fills; ~165 lifetime β€” CLEARING","Custom/Option":"0/16 recent; 5 lifetime β€” FROZEN (seenIntentIds + poor terms)","Custom/Binary":"0/16 recent; ~7 lifetime β€” FROZEN (bear-yosher HALT)","IndexBasket":"0 ever β€” UNDEPLOYED (40 null cycles)"}},"liquidityMap":[{"market":"SSV/USDC","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Vulture-Andrew","status":"Active β€” arb fills #175 (+21bps, w251) + #176 (+13bps, w254); Vulture bait-sells"},{"market":"ETH/USDC","flow":"LP-Maker-Matheus ⇄ Momentum-Nikita, Arb-Hunter-Tom","status":"Active β€” bid+ask posted; Momentum holding (gap <2pp all w31–w43)"},{"market":"sNVDA/USDC","flow":"LP-Maker-Matheus bid-only β†’ Stacker-Massimo (stuck)","status":"DEGRADED β€” ask dark 14+ wakes (sNVDA<$203.98 per w171); Stacker bid 1833 unfille"},{"market":"BTC/USDC","flow":"LP-Maker-Matheus bid-only","status":"DEGRADED β€” ask dark (BTC<$65,147 per w171); book bid-only; Arb-Hunter binary sur"},{"market":"sAAPL + sMSFT / USDC","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew","status":"Active β€” sAAPL 1894 filled w152; both sides on open book for both instruments"},{"market":"ETH Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” #1849 + #1878 expired worthless (~19:20–19:21); #1924 rejected (3% prem"}],"causalLinks":[{"cause":"LP-Maker-Matheus holds zero sNVDA and BTC inventory","effect":"Ask dark on both instruments 14+ wakes; Stacker-Massimo bid 1833 (10 USDC) unfilled 9 consecutive wakes; Option-Writer s","evidence":"w171 wake-script: `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)`; Stacker rootCause: 0 posterGives=sNVDA asks across w40–w47; Option-Writer open book: sNVDA buy 1921 live"},{"cause":"Bear-Yosher triggered HALT at w57 (BTC climbed persistently above $64,500 through 3 consecutive anchor strikes: $65k β†’ $","effect":"Binary surface empty fleet-wide; Mimic-Ljuba's sole binary source gone (only #1827 βˆ’15pp + #1916 <3pp floor remain β€” bot","evidence":"Bear-Yosher: 0 open intents, HALT watcher, nextFallbackMin=224; Mimic: 8 wakes w102–w109 all edge-floor unmet; Arb-Hunter rootCause: 0 near-decided BTC/ETH bets w249–w254"},{"cause":"Option-Taker seenIntentIds set persists across wakes without expiry","effect":"Option-Writer intents #1849 and #1878 both expired worthless (0 takes); 0 option deals in all 26 recent settled deals; o","evidence":"Option-Taker: #1849 entered seenIntentIds post-w34, expired ~19:20 before w35 fired at 21:19; Option-Writer settled_deals_detail: swaps only across all 26 recent; option-writer summary: `ETH calls #18"},{"cause":"Rebalancer-Lior w48 date regression β€” wrote '2026-06-15T13:30:00Z' and labeled it 'Monday', but 2026-06-15 is Sunday","effect":"Watcher fires ~14h early on a weekend (~06-15T14:30Z); sMSFT +1.52pp trim will attempt execution when synthetic equity m","evidence":"Wake script line: `new Date('2026-06-15T13:30:00Z')` with comment `// Monday 2026-06-15T13:30:00Z`; nextFallbackMin=913 at current run; w48 log: `fixed watcher date 2026-06-16β†’2026-06-15`"},{"cause":"Swing-Nikita entered cycle holding 44.2 USDC + sAAPL + sNVDA with zero BTC/ETH/SSV","effect":"Sell-strength signals (SSV +3.46%, ETH +2.96%, BTC +1.50% at w41) entirely inactionable; 8 consecutive no-trade wakes (w","evidence":"Portfolio confirmed: 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA; SSV buy-dip candidate at +1.37% (w40) sub-threshold (wrong direction); 5 lifetime deals all historical"}],"insights":[{"severity":"critical","title":"LP-Maker book degraded to 10/12 β€” sNVDA + BTC asks dark 14+ wakes, downstream cascade","detail":"w171 wake-script confirms both `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)` β€” 14+ consecutive wakes with no repair. Downstream: Stacker-Massimo bid 1833 unfilled 9 wakes (10 USDC locked); Option-Writer sNVDA buy intent 1921 live on open book with no ask counterpart. LP-Maker has no self-restock mechanism. 0xBd6a…9863 whale drove 6/16 recent deals despite the gap, masking volume impact.","evidence":"LP-Maker w171 wake-script; Stacker rootCause: 0 posterGives=sNVDA w40–w47; Option-Writer open book sNVDA 1921; LP-Maker reliableCounterparties=5 but ask-side holes reduce taker utility","scope":"fleet","fix":"Provision secondary sNVDA + BTC ask maker (or add LP-Maker restock logic: buy-back when inventory depleted and price is favorable); stop posting sNVDA bid while ask is dark β€” one-sided book misleads takers"},{"severity":"warn","title":"Binary surface frozen β€” Bear-Yosher HALT cascades to Mimic-Ljuba and Arb-Hunter","detail":"Bear-Yosher entered HALT at w57 after 9 unfilled BTC-BELOW intents (w46–w55) and BTC climbing through 3 anchor strikes; 0 open binary intents on book. Both internal binary takers (Mimic-Ljuba, Arb-Hunter) are now counterparty-starved. Polymarket binaries (#1827 79.94%, #1916 77.93%) provide no relief β€” no fleet agent can take their NO side at these implied probabilities.","evidence":"Bear-Yosher: armed=true, 0 open intents, nextFallbackMin=224; Mimic w102–w109: all 8 wakes edge floor unmet; Arb-Hunter: 0 near-decided BTC/ETH bets w249–w254; Polymarket reliableCounterparties=0","scope":"fleet","fix":"Provision a second binary maker not subject to single-asset momentum HALT; or add bear-yosher re-anchor mechanism (post OTM puts when BTC climbs persistently, rather than full HALT)"},{"severity":"warn","title":"Rebalancer-Lior date regression β€” fires Sunday ~14:30Z not Monday, 14h window to fix","detail":"w48 incorrectly overwrote `2026-06-16` (correct Monday) with `2026-06-15` (Sunday). nextFallbackMin=913 β†’ agent fires in ~15h on weekend when synthetic equity market is closed. sMSFT trim (+1.52pp planned) will execute into illiquid/closed conditions. One-line fix available now.","evidence":"Wake script: `new Date('2026-06-15T13:30:00Z')` // Monday 2026-06-15T13:30:00Z; w48 log: `fixed watcher date 2026-06-16β†’2026-06-15`; nextFallbackMin=913","scope":"fleet","fix":"Edit rebalancer-lior wake script immediately: `2026-06-15T13:30:00Z` β†’ `2026-06-16T13:30:00Z`, update comment to `// Monday 2026-06-16`"},{"severity":"warn","title":"Options surface dark β€” seenIntentIds non-expiry + short-TTL terms = 0 option deals since w28","detail":"Option-Taker's seenIntentIds persists without expiry, blocking re-evaluation of recycled intent IDs after they expire. Option-Writer posts 1.5h TTL / high-premium options (#1849, #1878 both expired worthless; #1924 at 3% premium, 87min TTL correctly rejected). 0 option deals across all 26 recent settled. Surface has been dark since w28 across 5 taker lifetime deals.","evidence":"Option-Taker: #1849 in seenIntentIds post-w34, expired ~19:20 before w35 at 21:19; Option-Writer settled_deals_detail: swaps only all 26 recent; 5 lifetime option deals all vs same counterparty, last pre-w28","scope":"core","fix":"Core SDK: expire seenIntentIds entries when underlying intent TTL passes; Agent (option-writer): post β‰₯4h expiry, ≀1–2% premium options to meet option-taker's dual-bar criteria"},{"severity":"warn","title":"Vulture-Andrew USDC floor breach ($7.57 < $10) + concurrent-wake race unresolved","detail":"USDC dropped to $7.57 at w152 (below $10 floor) with erosion blind spot forcing 4 manual cancels at w153. Agent continued posting new bait-sells at w154 without triggering floor guard. Concurrent-wake floor-post race also confirmed at w154. 46 deals (fleet high) but structural risk of continued erosion.","evidence":"Vulture w152: USDC $7.57 < $10 floor; 4 manual cancels w153; concurrent-wake race confirmed w154; 46 lifetime deals (fleet high)","scope":"fleet","fix":"Add USDC floor guard (halt new bait-sell posts when USDC < $10); fix concurrent-wake race with wake dedup or intent lock before posting"},{"severity":"ok","title":"IndexBasket fully offline β€” 40 consecutive null cycles, structural absence","detail":"index-maker and index-taker both armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes, $0 tokens. Not a failure β€” neither was ever provisioned. No LONG IndexBasket intents exist to take; no taker process exists to take them. Roster presence adds noise with no signal.","evidence":"Both agents: armed=false, pidAlive=false, metrics.wakes=0, metrics.tokens_lifetime_usd=0 across all 40 observed cycles","scope":"fleet","fix":"Provision wallets + configs if IndexBasket is intended to go live; otherwise remove both from fleet roster to eliminate 40-cycle null-cycle noise"}],"fleetMoves":[{"scope":"fleet","action":"Fix rebalancer-lior date bug NOW (14h window): `2026-06-15T13:30:00Z` β†’ `2026-06-16T13:30:00Z` before agent fires on Sunday into a closed market"},{"scope":"core","action":"Expire seenIntentIds entries on intent TTL β€” single SDK change unblocks option-taker from re-evaluating all recycled IDs and restarts the entire option surface"},{"scope":"fleet","action":"Provision LP-Maker sNVDA + BTC inventory restock or secondary ask maker β€” ask dark 14+ wakes is blocking Stacker-Massimo fills and degrading the swap hub from 2-sided to 1-sided on 2 instruments"},{"scope":"fleet","action":"vulture-andrew: add USDC floor guard ($10 minimum) and fix concurrent-wake race before next fill erodes below floor again"},{"scope":"fleet","action":"Provision index-maker + index-taker or remove from roster β€” 40 null cycles with no provisioning signal indicates a deliberate deferral; de-list if not planned for near term"}],"at":"2026-06-14T23:20:59.457Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ONLY, DARK PERIPHERY","healthDelta":"Same headline as last run ('HUB LIVE, OPTIONS DARK') β€” unchanged structurally, but two new acute issues appeared: LP-Maker sNVDA ask is confirmed dark for 6+ consecutive wakes (no repair, book now 10/12), and Rebalancer-Lior introduced a date-regression bug at w48 (watcher armed for Sunday 06-15 ins","focusAreas":["LP-Maker-Matheus sNVDA ask dark 6+ wakes (w157–w163+) β€” book degraded to 10/12 instruments; 0xBd6a…9863 whale drove 6 of 16 recent deals despite the gap","Rebalancer-Lior date regression (w48): nextFallbackMin=927 β†’ fires ~Sun 14:30Z not Mon 13:30Z β€” will trigger on wrong day","Option-Taker-Matheus seenIntentIds blind spot: ETH call #1849 (strike $1,738.42, 0.27 USDC premium) expires in ~32min β€” likely already in seenIntentIds, making this take impossible regardless of price","Options surface still dark: 2 open option-writer intents, 0 option-taker deals in the recent batch β€” same structural block as last run","Index-maker + index-taker: 40th consecutive null cycle; IndexBasket market fully offline, both sides undeployed"],"perAgentFocus":{"arb-hunter-tom":"Agent woke -2min ago (mid-cycle at time of snapshot). Did w249+ catch any CEX-lag swap edge (SSV/sNVDA/ETH like deals #167–168) or is this wake a hold? Are there any near-decided BTC/ETH binaries on the book right now that the lagging oracl","bear-yosher":"Momentum HALT fired on both BTC+ETH at w57 (21:56 UTC). Has the HALT cleared since (last wake 67min ago = roughly w58+)? Did the $66k BTC re-anchor binary intent get posted, and is BTC currently above or below $66k β€” validating or invalidat","index-maker":"Confirm this is still the 40th consecutive null cycle β€” armed=false, pidAlive=false, no wake script, 0 tokens. No new provisioning signal expected; just verify unchanged.","index-taker":"Confirm still 40th null cycle β€” armed=false, pidAlive=false, 0 wakes. Index-maker (sole counterparty) equally undeployed; both sides structurally absent. Just verify unchanged.","lp-maker-matheus":"sNVDA ask dark for 6+ consecutive wakes (w157–w163+) with no repair. Did the most recent wake (23min ago, w164 or later) attempt or succeed at restocking the sNVDA ask? Separately: has the SSV guard bug (17 TXs at w158 spike) been patched o","mimic-ljuba":"nextFallbackMin=871 (~14.5h until next fallback). There are no binary intents visible in the open book right now from bear-yosher or option-writer β€” only swap intents. Confirm there is no β‰₯3pp binary mimic could take, and verify the seenInt","momentum-nikita":"11 consecutive holds since w31, portfolio ATH $104 at w42. w42 deployed a new watcher (nextFallbackMin=446, ~7.4h from now). What leadership signal is the new watcher calibrated to fire on β€” is the threshold still the fast/slow momentum gap","option-taker-matheus":"ETH call #1849 (strike $1,738.42, 0.27 USDC premium) is on the book with ~32min remaining. This intent was visible at w34 and rejected (correct per dual-bar). Is #1849 now in seenIntentIds β€” making it impossible for option-taker to ever eva","option-writer-matheus":"Last wake 32min ago. Two open intents: ETH call #1849 (32min left, 0.27 USDC premium) and the sNVDA swap. Did w11+ produce any option settlement (deals vs option-taker-matheus for ETH calls #1849/#1878)? And is the 70/30 contrarian engine c","polymarket-ljuba":"Prior summary flagged a 'structural gap' that PERSISTS β€” what is it? Both open intents (sNVDA>$195 Jun19, sMSFT<$420 Jun19, 14 USDC total, ~7016min expiry) are resting. Have any new binary counterparties appeared on the book that polymarket","rebalancer-lior":"w48 introduced a date regression: watcher armed for Sunday 06-15 (~14:30Z) instead of Monday 06-16 (~13:30Z). nextFallbackMin=927 confirms Sunday firing. Will the agent's wake on Sunday self-correct to Monday, or will it attempt to execute ","stacker-massimo":"LP-Maker sNVDA ask has been dark 6+ wakes β€” stacker's primary take target is unavailable. Stacker's bid 1833 (10 USDC β†’ ~0.04852 sNVDA, resting) is visible in the open book. Are there any other resting sNVDA asks stacker could take (Vulture","swing-nikita":"All three crypto assets confirmed above trailing avgs at w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%) β€” sell-strength territory. nextFallbackMin=3258 (~54h). Did w41 post any sell-strength intent, or just hold waiting for a reversion dip? What ","vulture-andrew":"Highest active burner ($5.74/5h), 46 deals (most active taker). 4 open intents resting (sAAPL, BTC, ETH, sNVDA β€” all gives-asset β†’ wants USDC, 8–55min left). Last wake 8min ago. Has the SSV oracle-gap deal (#1813 from w141) settled? What is"},"ctas":[{"scope":"agent","text":"LP-Maker-Matheus: manually intervene on sNVDA ask restocking β€” 6 consecutive failed self-repair wakes (w157–w163+); book running at 10/12, stacker and external takers being starved of sNVDA supply"},{"scope":"agent","text":"Rebalancer-Lior: fix the date regression in the wake script β€” correct the fallback from Sunday 06-15 14:30Z to Monday 06-16 13:30Z before the erroneous Sunday fire executes a trade on the wrong day"},{"scope":"agent","text":"Option-Taker-Matheus: audit the seenIntentIds eviction policy β€” if IDs are never removed, the agent permanently cannot re-evaluate any intent it once saw, even when conditions change; ETH call #1849 e"},{"scope":"fleet","text":"Identify 0xBd6a…9863: this external wallet settled 6 of 16 recent deals (all vs LP-Maker-Matheus swaps) β€” the fleet's second-most-active taker is anonymous; determine if it's a bot, a human, or anothe"},{"scope":"core","text":"Options market structural fix: option-writer posts calls that expire before option-taker's seenIntentIds TTL elapses β€” either shorten seenIntentIds retention or add a re-evaluation trigger for ITM opt"}],"at":"2026-06-14T23:05:59.930Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T00:20:03.704Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":107.73,"used7d":null,"used7dUsd":1005.96,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":58.9,"estPct7d":67.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":167.5,"estPct7d":163,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":164.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":135.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":131350058,"w7":1217166278,"tot":1217166278},"haiku":{"w5":16007595,"w7":413107494,"tot":413107494}},"fleet":{"agentsUp":12,"lifetimeTokens":1630293583,"lifetimeUsd":1005.96,"sessions":15953,"deals":178,"openIntents":20,"totalIntents":1989},"oracle":{"USDC":1,"ETH":1727.31,"BTC":65745.89,"SSV":2.38,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T00:15:25.837Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":688118,"w5Usd":0.5,"w5PctPool":0.3,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":688118,"w7Son":17425218,"hourly":[0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":29,"openIntents":0,"balanceUsd":102.31,"realizedPnl":2.28,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":117,"wakes":263,"firstWakeMs":1780927992000,"lastWakeMs":1781482620000,"ageMin":3,"lastWhy":"No intent clears binary β‰₯0.5% margin within 30min window; no swap edge β‰₯10bps at a price I can fund.","repeatWakes":231,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781484489025,"watching":"new crypto intent >1981 or 30min","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":28}},"verdict":{"summary":"Deal #177 added since last summary (w256, +28bps USDCβ†’ETH swap #1951, LP-Maker counterparty) β€” same CEX-lag pattern as deals #175/#176. Wakes w257-w262 all waits: CEX flipped below oracle (ETH -11bps, BTC -6bps confirmed w259), killing the lag edge arb-hunter needs. The label-direction inversion noted at w248 has not re-surfaced. LP-Maker's sNVDA and BTC ask","badge":"ONE FILL, NOW DRY","confidence":"high","bottomLine":"w262 (0-2 min ago) scanned LP-Maker's live USDCβ†’SSV and USDCβ†’ETH asks and found 0 edges β‰₯10bps β€” CEX is currently tracking below oracle on all covered pairs, so there is no lag to exploit. The agent is healthy, watcher armed, 24-min fallback live. No action taken or posted at w262; correctly waiting for CEX to lead oracle again.","rootCause":{"class":"structural","evidence":"w259 explicit: 'CEX uniformly below oracle this wake (ETH -11bps, BTC -6bps, SSV...)'. Arb-hunter's edge requires CEX > oracle; when CEX lags in the opposite direction, zero edges exist by design. Binary surface also dry: no crypto bets ≀30min window across w255-w262. LP-Maker sNVDA+BTC asks dark (f"},"reasoningRead":"Sound and solving the right problem. Each wake correctly computes best-take on both surfaces, cites the directional reason (CEX below oracle, not just 'no edge'), updates HIGH_WATER, and defers. w256's +28bps take on intent #1951 was well-judged. No churn, no re-deriving the same wrong move. One flag: w260 noted 'option out of toolkit scope' β€” correct exclusion, but confirms arb-hunter will not co","wakeTriggers":["New crypto swap intent > HIGH_WATER 1979","New BinaryBet intent > HIGH_WATER 1979","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"17 of 18 shown deals; USDCβ†’ETH and USDCβ†’SSV asks live on book right now β€” arb-hunter's primary swap surface. sNVDA+BTC asks dark but remaini","available":"partially active (2 of 4 primary pairs d"},{"agent":"vulture-andrew","fit":"maybe","why":"2 past deals; Vulture posts baited intents that can carry CEX-lag edge β€” occasional secondary source.","available":"active, 6 open intents"},{"agent":"bear-yosher","fit":"maybe","why":"Posts binary bets below-market on BTC/ETH; arb-hunter's primary binary surface. Currently HALT.","available":"HALT β€” offline"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets repriced to live oracle; could carry CEX-lag edge if the oracle lags.","available":"status unknown from data"}],"reliableCounterparties":1,"missedOpportunities":"None at w262 β€” LP-Maker's live USDCβ†’SSV and USDCβ†’ETH asks were scanned and found taker-negative (0 edges β‰₯10bps). CEX below oracle means no lag to capture. The expiring ETH call option (#Option template) is out of arb-hunter's scope by design (toolkit excludes options); that is option-taker-matheus's miss, not arb-hunter's.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER pattern prevents re-scanning old intents β€” avoids false wakes on settled/stale book entries","Stock-symbol filter (sAAPL/sNVDA/sMSFT) correctly focuses on crypto CEX-lag surface only","30-min fallback guarantees regular sweeps even when no new intents appear","Zero-LLM watcher; fires on new crypto intent OR binary bet β€” exactly what the mission needs"],"lacking":["Comment header says 'Arb-Hunter-Juno' β€” cosmetic mismatch with slug 'arb-hunter-tom', minor but confusing in logs","30-min fallback is too coarse when binary bets near expiry are on the book: a bet posted at t=0 with 30-min expiry could be missed if arb-hunter just woke and t"],"suggestedChange":"Add a shorter secondary fallback (e.g. 10-min) that fires when at least one binary bet with expiry <45min is present on the book β€” ensures arb-hunter re-evaluates near-expiry bets before they close. Current 30-min fallback is fine for swap "},"issues":[{"scope":"agent","title":"Watcher comment mislabels agent as 'Arb-Hunter-Juno'","detail":"wake_script_source line 1: '// Wake 262 watcher β€” Arb-Hunter-Juno'. Agent slug is arb-hunter-tom. Cosmetic but confuses log attribution.","fix":"Update comment to 'Arb-Hunter-Tom' in current.ts."},{"scope":"agent","title":"30-min fallback too coarse for near-expiry binary bets","detail":"Mission explicitly includes 'take near-decided binary bets the lagging oracle hasn't printed yet'. A 30-min fallback means a bet posted with ≀30min to expiry could expire before arb-hunter's next scheduled scan. Binary surface has been dry, but when it activates this is a structural miss window.","fix":"Add a conditional 10-min inner loop when any BinaryBet with expiry <45min is detected in the book, reverting to 30-min when none present."}],"assessment":"w262 (0-2 min ago) scanned LP-Maker's live USDCβ†’SSV and USDCβ†’ETH asks and found 0 edges β‰₯10bps β€” CEX is currently tracking below oracle on all covered pairs, so there is no lag to exploit. The agent is healthy, watcher armed, 24-min fallback live. No action taken or posted at w262; correctly waiting for CEX to lead oracle again."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":2440748,"w5Usd":1.52,"w5PctPool":1,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":2440748,"w7Son":30252216,"hourly":[0,0,1.44,0,0.08,0.45,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":145,"wakes":84,"firstWakeMs":1780944154000,"lastWakeMs":1781474160000,"ageMin":144,"lastWhy":"Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis over ","repeatWakes":62,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781492437351,"watching":"deal 159 betExpiry pre-fire (June 15 17:49 UTC) or 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":161}},"verdict":{"summary":"Continues in HALT mode 129 min post-w57 (21:56 UTC June 14). Both BTC and ETH momentum signals fired simultaneously; agent correctly cancelled all intents (open_intents=0) and launched a time-only HALT watcher. The $66k re-anchor posted briefly at w56 was superseded by HALT and is gone β€” no longer relevant. BTC price is unobservable since w57; the watcher is","badge":"HALTED β€” DEAL 159 PENDING","confidence":"high","bottomLine":"Bear-yosher is correctly HALTED with watcher armed (pidAlive=true, nextFallbackMin=176, wakesFailing=false). The structural risk is the 5h fallback cadence: if BTC retraces below ~$64,500 during that window the agent stays dark for up to 5h more, missing any re-entry. Current BTC price is unobservable from this data β€” the HALT-lift decision will be made blind at the fallback wake.","rootCause":{"class":"structural","evidence":"BTC broke above $64,800 at w56 (21:38 UTC), HALT triggered at w57 (21:56 UTC) on dual momentum signal (BTC + ETH both against SHORT thesis). 0 open intents, 0 wakes in 129 min. Watcher armed, PID alive β€” HALT is by design, not a crash or toolchain failure."},"reasoningRead":"Sound and on-mission. w57 dual-signal HALT was the right call: two independent momentum signals (BTC + ETH) firing simultaneously against the SHORT thesis correctly justified a full stop rather than a re-anchor. The agent did not re-post into adverse momentum β€” disciplined. The only reasoning gap is structural: the HALT watcher is purely time-driven and cannot exit HALT early on a retrace, so if B","wakeTriggers":["Date.now() >= 2026-06-15T17:49:00Z β€” deal 159 betExpiry pre-fire (~17.7h out)","5h fallback from arm time β€” ~02:56 UTC June 15 (176 min out)","MISSING: BTC price-poll to exit HALT early if price retraces below ~$64,500 threshold"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Only settled counterparty (1 custom-live deal); mirrors directional bets making it the natural taker of BinaryBet BELOW posts when HALT lift","available":"ok β€” 18 lifetime deals, health ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts BTC/ETH options that could complement bearish exposure, but bear-yosher is a BinaryBet taker, not an option buyer","available":"ok β€” 26 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on CEX feed; not a taker of BinaryBets BELOW strikes","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher is time-only in HALT mode and blind to the live book. If BTC retraced below $64,500 in the 129 min since w57 and new BinaryBet BELOW opportunities appeared, bear-yosher could not see or take them. No current BTC price available to quantify the miss.","wakeScript":{"wellReasonedForMission":true,"good":["Correctly scoped to HALT: no new bearish bets, no DCA β€” pure await-and-check posture","Primary trigger on deal 159 betExpiry pre-fire (17:49 UTC June 15) is precise and mission-critical","5h fallback appropriate for a patient posture re-check; avoids sub-minute polling","runWatchLoop at 60s intervals checks the timestamp without burning wake tokens"],"lacking":["No price-poll: if BTC retraces below ~$64,500 the agent stays in HALT for up to 5h β€” potentially missing the full re-entry window the HALT was designed to prote","Fixed 5h fallback from arm time only; if the first fallback re-confirms HALT, a second 5h wait puts the next check at ~07:56 UTC β€” still 10h before deal expiry "],"suggestedChange":"Add a BTC price-fetch inside the runWatchLoop body: if price < ~$63,500 (a clear retrace below the $64,500 HALT trigger, parameterisable as HALT_TRIGGER * 0.985), fireWake('BTC retraced below HALT threshold β€” re-evaluate SHORT thesis'). Pre"},"issues":[{"scope":"agent","title":"HALT watcher blind to BTC retrace β€” up to 5h re-entry lag","detail":"current.ts has no price-poll. BTC climbed above $64,500 to trigger HALT at w57; if BTC retraces sharply the agent stays dark for up to 5h (176 min to first fallback, then another 5h if it re-confirms HALT). In an active BTC move this can mean missing the entire re-entry window β€” the very situation t","fix":"Augment runWatchLoop body with a BTC price fetch (via the existing oracle tool); fireWake if price < ~$63,500. Keep the 5h fallback as the outer bound."},{"scope":"agent","title":"Deal 159 settle dependency unverified at pre-fire time","detail":"Deal 159 ($4 locked, 'custom live' with mimic-ljuba) betExpiry June 15 17:59 UTC. Watcher pre-fires at 17:49 UTC for a settle attempt. If the custom judge is unavailable or mimic-ljuba is offline at that moment, the settle fails and $4 stays locked beyond expiry.","fix":"No action now; the pre-fire cadence is correct. Verify deal-159 settlement at the 17:49 UTC wake and escalate if the judge errors."}],"assessment":"Bear-yosher is correctly HALTED with watcher armed (pidAlive=true, nextFallbackMin=176, wakesFailing=false). The structural risk is the 5h fallback cadence: if BTC retraces below ~$64,500 during that window the agent stays dark for up to 5h more, missing any re-entry. Current BTC price is unobservable from this data β€” the HALT-lift decision will be made blind at the fallback wake."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"41st consecutive null cycle β€” unchanged. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes. No provisioning signal (wallet, config, env var, wake script) has appeared in any run to date. IndexBasket LONG-side market remains entirely offline; index-taker (the intended SHORT-side counterparty) is also unindexed. S","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"41 consecutive null cycles, 0 lifetime tokens, no wake script, watcher not armed and no pid. Nothing has changed since the 40th cycle: no provisioning signal of any kind. The IndexBasket LONG-side market does not exist on the board.","rootCause":{"class":"structural","evidence":"0 wakes, 0 lifetime tokens, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null across all 41 observed cycles"},"reasoningRead":"No reasoning observable β€” agent has never executed a single wake.","wakeTriggers":["MISSING: no wake script exists; nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"designed to take the SHORT side of LONG IndexBasket intents this agent would publish, with audited custom contract","available":"also offline β€” health=unknown, 0 indexed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; index-taker is also offline, so even a hypothetical post would find no taker","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["no wake script exists at all β€” agent is entirely unprovisioned; there is nothing to evaluate"],"suggestedChange":"Provision the agent first: deploy wallet, write CLAUDE.md with IndexBasket LONG-publishing mission, create and arm a wake script β€” wake-script quality analysis is not meaningful until then."},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 41 null cycles","detail":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, 0 lifetime tokens across every observed cycle. No wallet, config, env var, or wake script has ever been deployed for index-maker. This is not a crash or a toolchain failure β€” it simply does not exist as a running process.","fix":"Provision the agent: create a funded wallet, author CLAUDE.md with the IndexBasket LONG-side mission (BTC+AAPL+NVDA, cash-settled USDC, one open basket at a time, publish verified contract source to indexer), write and arm a wake script. Coordinate with index-taker deployment so both sides come onli"}],"assessment":"41 consecutive null cycles, 0 lifetime tokens, no wake script, watcher not armed and no pid. Nothing has changed since the 40th cycle: no provisioning signal of any kind. The IndexBasket LONG-side market does not exist on the board."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"41st consecutive null cycle β€” no measurable change from prior 40 identical cycles. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole source of LONG IndexBasket intents and only natural counterparty) remains health=unknown and equally undeployed. Both sides of the IndexBasket market rema","badge":"UNDEPLOYED, DARK","confidence":"high","bottomLine":"Index-taker has never executed a single wake in 41 observed cycles ($0 lifetime tokens, 0 wakes). Its sole counterparty, index-maker, is identically undeployed. The IndexBasket market is structurally absent β€” no intents exist to take, and no counterparty exists to post them. This is a pre-launch state, not a trading failure.","rootCause":{"class":"infra-down","evidence":"watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens β€” agent process has never been started. Index-maker shares identical deployment state (health=unknown, never deployed)."},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate. The mission (audit-first, fail-closed SHORT on LONG IndexBasket intents) is sound in design but entirely theoretical until both sides are deployed.","wakeTriggers":["MISSING: no watcher deployed β€” no trigger of any kind exists"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"Undeployed, health=unknown, 0 lifetime w"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, and index-maker (only poster of LONG IndexBasket intents) is also undeployed, so no takeable intents have been posted","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher script exists at all","No fallback timer, no trigger, no process"],"suggestedChange":"Deploy the agent process with a watcher that polls for LONG IndexBasket intents on the book; pair deployment with index-maker so both sides come live simultaneously"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 41 cycles of null state","detail":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null. No watcher process has ever been started. $0 lifetime tokens, 0 wakes. This is not a crash or a stall β€” the agent simply does not exist as a running process.","fix":"Deploy index-taker alongside index-maker as a coordinated launch; both must go live together or the market cannot function (taker with no maker sees an empty book; maker with no taker burns tokens posting uncrossed intents)"},{"scope":"agent","title":"Zero counterparties β€” IndexBasket market requires paired deployment","detail":"Index-maker is the only entity that posts LONG IndexBasket intents. It is equally undeployed (health=unknown, 0 wakes). No other fleet agent posts IndexBasket intents. Until index-maker is live, index-taker has nothing to audit or cross.","fix":"Treat index-maker + index-taker as a paired deployment unit; neither is useful without the other"}],"assessment":"Index-taker has never executed a single wake in 41 observed cycles ($0 lifetime tokens, 0 wakes). Its sole counterparty, index-maker, is identically undeployed. The IndexBasket market is structurally absent β€” no intents exist to take, and no counterparty exists to post them. This is a pre-launch state, not a trading failure."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":749,"msgs":16055,"total":992948620,"totalUsd":588.38,"w5":112557962,"w5Usd":76.67,"w5PctPool":45,"w7":992948620,"w7Usd":588.38,"w7PctPool":41.4,"w5Son":102484010,"w7Son":807455615,"hourly":[14.42,15.1,18.98,9.99,18.18,11.95,13.32,15.55,3.93,10.12,11.64,2.79,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:19:55.378Z","tokens":1311645,"usd":1.21,"msgs":19}},"onchain":{"deals":134,"openIntents":9,"balanceUsd":748.02,"realizedPnl":-12.28,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":161,"wakes":188,"firstWakeMs":1781018900000,"lastWakeMs":1781482661000,"ageMin":2,"lastWhy":"ETH bid #1978 was -64.8bps below new oracle after ETH jumped β€” too wide to attract ETH sellers rebuilding inventory. Clu","repeatWakes":163,"avgGapMin":42,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781486824000,"watching":"Prefire 00:16 (cluster exp 00:23) | ETH<1714 | BTC<65431 | SSV[2.361,2.387] | sAAPL[289.86,293.35] | sNVDA<204.18 | sMSFT[388.96,394] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":67}},"verdict":{"summary":"Prior: sNVDA+BTC asks dark 14+ consecutive wakes, SSV guard bug (w158, 17 TXs) flagged as unpatched. This run (w172–w175): dark asks EXPANDED β€” ETH ask is now also dark (9/12 book, down from 10/12). W173b exposed a concurrent-wake PID-race bug ('two wakes ran simultaneously'), producing 6 spurious cancels. SSV range guard is now correctly coded in w175 scrip","badge":"3 ASKS DARK","confidence":"high","bottomLine":"Infra fully healthy (armed, 82-min fallback, wakes_failing=false, last wake 8 min ago). The structural problem: ETH/BTC/sNVDA asks all dark (9/12 book per w175), expanding by one pair this cycle. Root cause is inventory depletion at sub-threshold prices. The wake script has zero ask-recovery triggers β€” dark quotes will persist indefinitely until a manual restock or a price-recovery fireWake is wired in.","rootCause":{"class":"structural","evidence":"W175 script comments: 'ETH ask: DARK | BTC ask: DARK | sNVDA ask: DARK'. W175 wake log: '9/12 book live (ETH/BTC/sNVDA asks dark from low inventory)'. BTC oracle now ~$65,523 (bid guard $65,431) β€” above the prior dark threshold of $65,147 β€” yet BTC ask is still not restocked, confirming inventory de"},"reasoningRead":"Sound per-wake logic (spread formulas, prefire timing, arb cancellation at w171b, SSV stale-quote detection at w173). But solving the wrong macro-problem: correctly managing existing quotes while structurally unable to detect or act on ask-restock opportunities. The agent flagged its own concurrent-wake bug at w173b but shipped no fix. Sound micro-execution; critical macro-gap on inventory recover","wakeTriggers":["Prefire 7-min before cluster expiry (next: 00:16 UTC = 1781482995)","ETH < $1,714 (bid guard, ask DARK)","BTC < $65,431 (bid guard, ask DARK)","SSV outside [$2.361, $2.387] (both sides ranged β€” SSV fix applied)","sAAPL outside [$289.86, $293.35]","sNVDA < $204.18 (bid guard only, ask DARK)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Dominant counterparty (majority of settled_deals_detail); latency-arbs LP's ETH/BTC quotes β€” ETH and BTC asks dark blocks the primary arb su","available":"ok (29 deals, health ok) but ETH/BTC ask"},{"agent":"stacker-massimo","fit":"yes","why":"Tech-equity accumulator taking sNVDA/sAAPL asks; 3 recent fills with LP β€” sNVDA ask dark since 14+ wakes blocks primary pairing","available":"ok (6 deals) but sNVDA ask unavailable"},{"agent":"momentum-nikita","fit":"yes","why":"5 recent fills; momentum rotation needs ETH/BTC swaps β€” both asks dark","available":"ok (9 deals) but ETH/BTC asks unavailabl"},{"agent":"option-writer-matheus","fit":"yes","why":"4 recent fills; needs USDC/ETH for option collateral β€” partially constrained by dark ETH ask","available":"ok (26 deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent fills; scavenges mispriced swaps β€” dark asks shrink the surface vulture can pick off","available":"ok (46 deals, 6 open intents)"}],"reliableCounterparties":2,"missedOpportunities":"Arb-Hunter-Tom (primary counterparty) and Momentum-Nikita are both active and need ETH/BTC fills β€” LP's ask side for those pairs is offline. Stacker-Massimo needs sNVDA asks (3 recent fills with LP). Three confirmed active takers locked out of ask-side fills; BTC oracle at $65,523 has already recovered above the prior dark threshold of $65,147, meaning at least one restock fill was forgone this cy","wakeScript":{"wellReasonedForMission":false,"good":["Prefire 7-min before cluster expiry closes stale-quote arb window","Bid guards correctly fire on oracle drops (protects against posting asks into a falling market)","SSV ranged [bid, ask] β€” both sides monitored, SSV guard bug (17 TXs at w158) appears resolved","New-fillable-intent trigger keeps LP responsive to inbound counterparty flow","90-min fallback ensures periodic full reprice"],"lacking":["No ask-recovery trigger: when ETH/BTC/sNVDA prices recover above dark thresholds, nothing fires to repost β€” book sits at 9/12 indefinitely between scheduled wak","No inventory-level signal: 'dark from low inventory' is a verbal label in the wake log, never measured; agent cannot distinguish price-gated vs genuinely zero-i","PID-race concurrency gap: w173b confirmed two simultaneous wakes despite PID file; writeFileSync(PID) executes before armWatcher(), leaving a race window"],"suggestedChange":"Add ask-recovery fireWake constants: for each dark pair, store the last valid ask price (e.g. ETH_ASK_RESTOCK = 1740) and trigger `if (eth > ETH_ASK_RESTOCK) fireWake('ETH recovered above ask restock threshold')` β€” closes the dark-forever g"},"issues":[{"scope":"agent","title":"3 asks dark with no auto-restock trigger (9/12 book)","detail":"ETH/BTC/sNVDA asks all dark since at minimum w157 (sNVDA) and expanding each cycle. BTC oracle ($65,523) has already exceeded the prior dark threshold ($65,147), confirming a missed restock opportunity this cycle. No watcher trigger exists to detect recovery.","fix":"Add per-dark-pair ask-restock constants (ETH_ASK_RESTOCK, BTC_ASK_RESTOCK, NVDA_ASK_RESTOCK) set to last-valid ask prices; add fireWake conditions in the readPrice block for each. Also consider a manual one-time restock wake to reprice from current inventory."},{"scope":"agent","title":"Concurrent wake PID-race (w173b, 6 spurious cancels)","detail":"W173b: 'PID lock should prevent concurrent wakes β€” investigate why two wakes ran simultaneously.' PID is written before armWatcher() returns, leaving a window where two processes both see no PID and proceed. This is a recurring pattern (related to w158's 17-TX event).","fix":"Move writeFileSync(PID) to AFTER armWatcher() returns, or use an atomic file-lock check at startup: if PID file exists and process is still alive (kill -0), exit immediately."},{"scope":"agent","title":"ETH spread too tight for intra-wake volatility (w172 arb fill -$0.013)","detail":"W172: ETH spread 15bps, oracle moved 45bps during one wake β€” Arb-Hunter filled at -$0.013. Spread formula uses static base; no volatility scaling.","fix":"Track recent intra-wake oracle move magnitude and widen ETH spread proportionally (e.g. base Γ— max(1, recentMoveBps / targetSpreadBps))."}],"assessment":"Infra fully healthy (armed, 82-min fallback, wakes_failing=false, last wake 8 min ago). The structural problem: ETH/BTC/sNVDA asks all dark (9/12 book per w175), expanding by one pair this cycle. Root cause is inventory depletion at sub-threshold prices. The wake script has zero ask-recovery triggers β€” dark quotes will persist indefinitely until a manual restock or a price-recovery fireWake is wired in."},"overBudget":{"pct":45,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":112,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":104,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":794}},"verdict":{"summary":"w106–w109 confirmed, now through w109 (89 min ago). Still only #1827 (βˆ’15pp, sMSFT) and #1916 (sNVDA sub-3pp) visible as binaries β€” no new BinaryBets from Option-Writer or Polymarket appeared since last summary (watcher would have fired immediately on any new post). 15h fallback from last wake (~22:00 UTC Sun) targets ~13:00–13:30 UTC Monday market open for ","badge":"RESTING, EDGE DRY","confidence":"high","bottomLine":"No β‰₯3pp taker-edge binary appeared since last summary; $85.58 USDC held, 0 open intents across w102–w109. The 60s new-BinaryBet trigger would have fired immediately if Option-Writer or Polymarket posted anything β€” silence confirms none did. 15h fallback fires ~13:00 UTC Monday for #1916 sNVDA re-assessment at stock market open.","rootCause":{"class":"counterparty-starved","evidence":"Only #1827 (βˆ’15pp taker edge, sMSFT) and #1916 (sNVDA, sub-3pp at realistic vol) visible across w102–w109. Bear-Yosher (primary binary counterparty, 'custom live ↔ Bear-Yosher' in settled deals) in HALT β€” no new crypto bets posted. No new BinaryBets from Option-Writer or Polymarket-Ljuba detected in"},"reasoningRead":"Sound and on-mission. Each wake cites specific intent IDs and exact taker-edge values (βˆ’15pp for #1827, sub-3pp for #1916). Rejects both on edge-floor logic consistently β€” no churn, no re-derivation. Solving the right problem: wait for edge, not volume. The edge floor is the right gate for a copy-trader.","wakeTriggers":["New BinaryBet posted to open intents (60s poll, seen-set guards repeat fires)","15h fallback β†’ Monday ~13:00–13:30 UTC (stock market open, re-assess #1916 sNVDA>$195)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary binary counterparty (settled 'custom live ↔ Bear-Yosher'); posts BTC/ETH below-market bets mimic can take","available":"HALT β€” no new bets being posted, primary"},{"agent":"polymarket-ljuba","fit":"yes","why":"Settled 'custom live ↔ Polymarket-Ljuba'; Polymarket sources binaries mimic can mirror","available":"4 lifetime deals; no new BinaryBets post"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts BinaryBets (authored #1916 sNVDA resting); mimic's new-intent trigger catches any new posts immediately","available":"26 settled deals; #1916 is sub-3pp for m"},{"agent":"vulture-andrew","fit":"no","why":"Swap and mispriced-intent taker, not a binary poster","available":"Active (6 open intents), irrelevant to m"}],"reliableCounterparties":0,"missedOpportunities":"none β€” #1827 at βˆ’15pp and #1916 sub-3pp are correctly rejected on edge-floor. No other BinaryBets appeared on book across w102–w109. The watcher is not blind to the book; silence confirms nothing takeable posted.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on any new BinaryBet (60s poll, seen-set deduplicates) β€” correct fast-path for a copy-trader whose edge opportunity is ephemeral","15h fallback precisely calibrated to Monday 13:30 UTC stock market open: last wake ~22:00 UTC Sunday + 15h β‰ˆ 13:00 UTC Monday β€” timing confirmed, no date regres","Zero-LLM watcher; edge validation deferred to wake β€” correct separation of concerns"],"lacking":["In-memory seen set: process restart resets it, causing a one-poll baseline skip before triggers resume (low risk while pidAlive=true, but a disk-persisted seen "],"suggestedChange":"No urgent change. If Bear-Yosher HALT extends multi-day and binary supply stays at zero, consider lowering the edge floor to 2pp for crypto-24/7 binaries only β€” current 3pp floor has been unbeatable for 9+ consecutive wakes with only stale "},"issues":[{"scope":"agent","title":"Binary supply dry: Bear-Yosher HALT + zero new Option-Writer/Polymarket posts","detail":"Mimic's two settled counterparties (Bear-Yosher, Polymarket-Ljuba) are both inactive. Bear-Yosher in HALT eliminates the primary BTC/ETH binary flow. Zero new BinaryBets in 9 consecutive wakes (w102–w109); edge floor unmet fleet-wide. Mimic, arb-hunter-tom, and polymarket-ljuba all lose their primar","fix":"Restore Bear-Yosher from HALT, or prompt Option-Writer to post additional near-the-money crypto binaries. Until binary supply resumes, mimic is structurally idle β€” this is the market's fault, not the agent's."}],"assessment":"No β‰₯3pp taker-edge binary appeared since last summary; $85.58 USDC held, 0 open intents across w102–w109. The 60s new-BinaryBet trigger would have fired immediately if Option-Writer or Polymarket posted anything β€” silence confirms none did. 15h fallback fires ~13:00 UTC Monday for #1916 sNVDA re-assessment at stock market open."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.4,"realizedPnl":4.39,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":134,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":62,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":422}},"verdict":{"summary":"Holds mixed portfolio (USDC ~41%, SSV ~50%, BTC ~8%, total $104.15 passive ATH) unchanged since w31 β€” 13 consecutive correct holds (w32–w44) on compressed crypto gaps never exceeding 1.06pp intra-wake vs 2pp threshold. The fills that built this position (6-7 vs LP-Maker, 1 vs Vulture-Andrew, 1 vs Rebalancer-Lior across 9 total deals) all predate w31; no rota","badge":"HOLDING CORRECTLY","confidence":"high","bottomLine":"13 consecutive holds are correct: best reported gap is 1.06pp ETH-BTC (6h), well below the 2pp edge. Portfolio $104.15 ATH, $4.17 realized PnL. Primary forward risk: (1) the US-market-open trigger is a one-shot hardcoded to 2026-06-15T13:30Z and won't fire for tomorrow's session, and (2) LP-Maker's BTC asks are dark 14+ wakes, removing the primary fill source if a BTC rotation is ever needed.","rootCause":{"class":"structural","evidence":"Crypto gaps compressed sub-2pp for 13+ consecutive wakes (w32–w44); best intra-wake gap 1.06pp ETH-BTC at w44, 1.47pp SSV slow. No infra/toolchain break β€” wakes healthy, reasoning on-mission."},"reasoningRead":"Sound and solving the right problem. The 2pp edge filter is being applied correctly and 13 consecutive holds on genuinely compressed gaps is patient discipline, not churn. Minor inconsistency: wake logs reference '6h momentum gap' but the watcher fires on intra-wake baseline divergence (first-poll vs current), so the trigger horizon and the agent's stated decision window do not match.","wakeTriggers":["Intra-wake crypto gap β‰₯2pp (BTC/ETH/SSV) measured from first-poll baseline each wake","US market open 2026-06-15T13:30:00Z β€” hardcoded one-shot, expands universe to sAAPL/sNVDA/sMSFT","8h fallback (~07:17 UTC Jun 15; nextFallbackMin=437)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill source: ~6 of 9 settled deals; provides swap liquidity for BTC/ETH/SSV rotations","available":"DEGRADED β€” sNVDA AND BTC asks dark 14+ w"},{"agent":"vulture-andrew","fit":"maybe","why":"1 prior swap fill; opportunistic β€” may cross if momentum posts a sharp directional side","available":"Active (6 open intents, highest on book)"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 prior swap fill; DCA agent that periodically needs crypto slices β€” overlap possible","available":"Degraded β€” date regression (hardcoded Ju"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable in the compressed window (w32–w44); no gap exceeded 2pp by any reported lookback. However, if the intra-wake baseline window is materially shorter than the 6h horizon the agent reasons about internally, a slow-building momentum move could go undetected β€” unmeasurable without baseline capture logs across consecutive wakes.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on relative gap between assets (the actual rotation decision variable), not per-asset absolute moves β€” correct for a concentration strategy","Dynamic first-poll baseline avoids hardcoded price literals, eliminating stale-baseline bug from prior watchers","US market open trigger correctly gates stock universe expansion to the right session","8h fallback guarantees agent re-checks even in flat, trigger-free markets"],"lacking":["MARKET_OPEN_MS hardcoded to 2026-06-15T13:30:00Z β€” one-shot; tomorrow's US open and all subsequent sessions won't fire an expanded-universe wake","Intra-wake baseline measures divergence only since watcher boot (minutes to low hours), while agent reasons about '6h' and '80h' gaps β€” watcher can miss a stron","No persistence of baseline across wakes: each restart resets, so a trend that crosses 2pp cumulatively over two wakes but not within one will never trigger"],"suggestedChange":"Replace hardcoded MARKET_OPEN_MS with a dynamic next-weekday-13:30-UTC computation, and read the stored price-history file (already maintained in data/) to compute the true 6h return rather than relying on intra-wake drift alone β€” aligns tr"},"issues":[{"scope":"agent","title":"One-shot US market open trigger expires today","detail":"MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') fires at most once, then is stale. After today's session, sAAPL/sNVDA/sMSFT will remain excluded from every subsequent wake regardless of market state.","fix":"Compute next weekday 13:30 UTC dynamically on watcher boot: const now = Date.now(); advance by day until it lands on a Mon–Fri 13:30Z timestamp after now."},{"scope":"agent","title":"Watcher trigger horizon mismatched with agent's internal 6h reasoning","detail":"Wake logs (w39–w44) all reference '6h momentum gap' and 'slow 80h' as the basis for hold decisions, but the watcher fires on intra-wake drift from a first-poll baseline. A signal that develops over hours but stays <2pp within any single wake cycle will never trigger. The two subsystems are now measu","fix":"In the watcher loop, read the stored price-history file to compute a true 6h return for each of BTC/ETH/SSV; apply EDGE_PP to that, matching the gap metric the agent evaluates internally."}],"assessment":"13 consecutive holds are correct: best reported gap is 1.06pp ETH-BTC (6h), well below the 2pp edge. Portfolio $104.15 ATH, $4.17 realized PnL. Primary forward risk: (1) the US-market-open trigger is a one-shot hardcoded to 2026-06-15T13:30Z and won't fire for tomorrow's session, and (2) LP-Maker's BTC asks are dark 14+ wakes, removing the primary fill source if a BTC rotation is ever needed."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":101,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":181,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":262}},"verdict":{"summary":"5 lifetime deals (all vs 0x57F8…B0ff / option-writer-matheus); $26.81 PnL on $1.47 token spend β€” selection discipline solid. seenIntentIds dead-zone pattern confirmed again: ETH call (strike $1,740.25, 0.16 USDC, ~34 min expiry at observation time) almost certainly entered seenIntentIds at w35 (06-14T21:19, 166 min ago) and will expire unseen β€” nextFallback=","badge":"EXPIRY BLIND SPOT","confidence":"medium","bottomLine":"The ETH call (strike $1,740.25, 0.16 USDC premium, ~34 min to expiry at observation) will expire without re-evaluation. The watcher polls every 60s but only fires on NEW intents not in seenIntentIds; if this option was on the book at w35 (166 min ago), it is already seen and invisible to the fire trigger. Next fallback fires in 277 min β€” 243 min too late. This is a structural watcher flaw repeating the #1849 miss from last run, not an infra failure.","rootCause":{"class":"structural","evidence":"w35 (06-14T21:19) was last wake; option-writer's ETH call expiring ~34 min from Step-1 observation was likely on the book at w35 and thus loaded into seenIntentIds; watcher only fires on intents NOT in seenIntentIds; nextFallback=277 min; pattern matches #1849 (rejected at w34 with 1.47h expiry, exp"},"reasoningRead":"Sound within-wake reasoning (correctly rejected #1849 premium=5%/1.47h and #1924 premium=3%/87min against the 1-2% + 4h+ edge bar), but solving the wrong problem: the edge bar was designed for options with long lives where patience is rational. An option with <60 min and low premium (0.16 USDC on a $1,740 ETH call β‰ˆ <1% of notional if contract is standard size) may pass the premium threshold while","wakeTriggers":["New audited ETH/BTC option appears (templateHash=0xb3d66f4b…, not in seenIntentIds)","6h fallback (FALLBACK_MS = 6h)","MISSING: expiry-proximity trigger for already-seen options approaching expiry (e.g., <60 min remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole counterparty across all 5 lifetime deals; posts ETH/BTC calls/puts matching the AUDITED_TEMPLATE_HASH this watcher filters on","available":"health ok, 26 deals, actively posting"}],"reliableCounterparties":1,"missedOpportunities":"ETH call #current (strike $1,740.25, 0.16 USDC premium, ~34 min expiry at observation): almost certainly in seenIntentIds from w35, will expire unexamined. Premium 0.16 USDC on an ETH call near strike could be <1% of notional β€” would pass the premium edge bar β€” but the agent cannot re-evaluate it because the watcher will not re-fire. This is a concrete missed opportunity, not speculative.","wakeScript":{"wellReasonedForMission":false,"good":["Fires only on audited-hash ETH/BTC options β€” mission-aligned filter, zero false positives from other instrument types","60s poll cadence is appropriate for options with 2-4h lives","Zero-LLM watcher, has a fallback, armed + pidAlive confirmed"],"lacking":["seenIntentIds is never re-checked for expiry proximity: once an option is seen (even if rejected with 4h left), it is invisible forever β€” the agent cannot re-ev","6h fallback is miscalibrated: option-writer posts options with 2-4h typical lives; a 6h fallback means the agent sleeps through most of an option's entire lifec","No check: if seenIntentIds grows unboundedly across process restarts it could bloat, though less critical than the re-eval gap"],"suggestedChange":"Add an expiry-proximity sub-check inside the poll loop: if any intent currently in seenIntentIds has <60 min to expiry, call fireWake('near-expiry option re-check: #') so the agent can reassess with current price and remaining int"},"issues":[{"scope":"agent","title":"seenIntentIds dead-zone: near-expiry options never re-evaluated","detail":"The watcher only fires on options not yet in seenIntentIds. Any option the agent has previously seen (including ones rejected for having too-short expiry or too-high premium) is invisible for the rest of the process lifetime. Options whose price/ITM status changes materially between first observatio","fix":"Inside the runWatchLoop poll, after updating seenIntentIds, check if any current audited option has expiry within 60 min AND is in seenIntentIds β€” if so, fireWake('near-expiry re-check: #'). This allows the agent to reassess intrinsic value as expiry approaches."},{"scope":"agent","title":"6h fallback too long for option-writer's typical 2-4h option lives","detail":"option-writer-matheus posts options with observed expiries of 1.47h (#1849) and 87min (#1924). A 6h fallback means the agent does not wake between fallback cycles unless a genuinely new option appears. In practice, options post and expire between wakes. Reduce fallback to 90-120 min to align with co","fix":"Set FALLBACK_MS = 90 * 60_000 (90 min) to match the observed option-writer posting frequency and typical option lifetimes."}],"assessment":"The ETH call (strike $1,740.25, 0.16 USDC premium, ~34 min to expiry at observation) will expire without re-evaluation. The watcher polls every 60s but only fires on NEW intents not in seenIntentIds; if this option was on the book at w35 (166 min ago), it is already seen and invisible to the fire trigger. Next fallback fires in 277 min β€” 243 min too late. This is a structural watcher flaw repeating the #1849 miss from last run, not an infra failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":34,"msgs":767,"total":39812584,"totalUsd":9.27,"w5":4878366,"w5Usd":0.92,"w5PctPool":2,"w7":39812584,"w7Usd":9.27,"w7PctPool":1.7,"w5Son":0,"w7Son":3300581,"hourly":[0.54,0,0.02,0.36,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T23:40:54.894Z","tokens":2017707,"usd":0.34,"msgs":36}},"onchain":{"deals":26,"openIntents":2,"balanceUsd":97.51,"realizedPnl":-10.49,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":107,"wakes":16,"firstWakeMs":1781445671878,"lastWakeMs":1781482920000,"ageMin":-2,"lastWhy":"USDC buffer ample ($35.34, 36.4%) to fund option sleeve without breaching 10% minimum. After collateral lock buffer is $","repeatWakes":0,"avgGapMin":48,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781483446330,"watching":"intent 1957 (sNVDA buy) or 1971 (ETH call) resolves β€” or 50 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":11}},"verdict":{"summary":"W11 mistrade (bought 0.04 sAAPL for 11.73 USDC when intent was a sell) largely resolved by w12: sold 0.0796694 sAAPL for 23.12 USDC across intents 1902+1894 (deals 173–174), reducing sAAPL to 19.79 USD (2.3 USD overweight residual β€” manageable). The 70% swap engine continues working (9 recent deals: LP-MakerΓ—6, VultureΓ—2, StackerΓ—1). The 30% option sleeve re","badge":"SWAP OK, OPTIONS DARK","confidence":"high","bottomLine":"Swap engine functional (9/9 recent deals cleared, w12 corrected the w11 mistrade cleanly). Option sleeve has posted 3 consecutive calls (1849, 1878, 1924, 1971) all expiring worthless β€” root cause is option-taker-matheus seenIntentIds blind-spot, not option-writer's pricing; lowering premium from 3%β†’2% (w16 reprice) won't help if the only buyer can't see the intent ID. Realized PnL -10.51 USD lifetime, with the mistrade accounting for ~5–8 USD of that.","rootCause":{"class":"counterparty-starved","evidence":"Option calls 1849, 1878, 1924, 1971 β€” zero option deals across 9 recent settled_deals_detail entries. Option-taker-matheus last woke 164 min ago, nextFallback=279 min; seenIntentIds blind-spot means intents 1924 and 1971 (new IDs) are invisible to it. sNVDA buy 1957 also stalled: LP-Maker sNVDA ask "},"reasoningRead":"Sound on the swap engine β€” w11 mistrade diagnosed correctly, w12 corrective sell was well-executed and resolved the overweight. However, the option-writer is solving the wrong repricing problem: lowering premium 3%β†’2% (w16) is rational IF the counterparty can see the intent. It can't. The agent is repricing into a void. The reasoning loop on options is disciplined but addresses pricing, not the ac","wakeTriggers":["intent 1957 (sNVDA buy) resolves β€” fill or expiry","intent 1971 (ETH call) resolves β€” accepted or expired","50-min fallback (nextFallback=26 min β€” fires before the ~34-min call expiry)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap fill source (6/9 recent deals); sNVDA ask currently dark (14+ wakes), BTC ask also dark β€” reduces fill rate for sNVDA buy inten","available":"Partial β€” swap fills available but sNVDA"},{"agent":"vulture-andrew","fit":"yes","why":"2/9 recent deals via Vulture; picks off mispriced swaps β€” active counterparty for the portfolio engine","available":"Active (6 open intents, highest on book)"},{"agent":"stacker-massimo","fit":"maybe","why":"1/9 recent deals; accumulates sNVDA/sAAPL/sMSFT β€” could take the sNVDA buy intent if it posts a matching ask","available":"Active"},{"agent":"option-taker-matheus","fit":"yes","why":"The only configured buyer for ETH/BTC calls; seenIntentIds blind-spot blocks it from seeing new intent IDs (1971 is invisible to it)","available":"ASLEEP β€” last wake 164 min ago, nextFall"}],"reliableCounterparties":2,"missedOpportunities":"None attributable to option-writer. The option sleeve's zero revenue is option-taker's structural fault (seenIntentIds). The sNVDA buy stall is LP-Maker's supply gap (ask dark). The swap engine cleared every reasonable fill available.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks both active intents (1957 sNVDA buy, 1971 ETH call) by ID β€” fires immediately on resolution rather than polling blind","50-min fallback (currently 26 min) fires BEFORE the ~34-min call expiry, so the agent wakes in time to assess and repost/adjust","Zero-LLM, uses ownIntentResolved β€” lightweight and correct","60-second poll cadence appropriate for a ~50-min window"],"lacking":["No trigger on option-taker waking up β€” if option-taker fires in between, the agent won't know to check whether 1971 got filled before expiry"],"suggestedChange":"None required for the current wake window. Post-expiry: when the agent rewrites current.ts after 1971 expires, consider checking whether option-taker-matheus is awake before reposting another call β€” a dead counterparty makes repricing point"},"issues":[{"scope":"core","title":"Option-taker seenIntentIds blind-spot blocks every freshly-posted call","detail":"Every new ETH call gets a new intent ID (1849 β†’ 1878 β†’ 1924 β†’ 1971). Option-taker's seenIntentIds filter marks previously-seen intents as done, but new IDs are never in the list β€” yet the agent still misses them (164 min asleep, 279 min to next fallback). Even if the list were cleared, option-taker ","fix":"Fix option-taker-matheus: (1) clear or disable seenIntentIds filtering for call intents, (2) set a fallback ≀ 45 min so it wakes within any 60-min accept window, and (3) add a trigger on new option intents appearing on the book."},{"scope":"agent","title":"W11 accept-gate miss: bought a BUY intent as if it were a SELL offer","detail":"Intent 1903 was a buy order (option-writer would have been the seller). Agent misread it as a sell offer and accepted, spending 11.73 USDC + ~1.68 gas = ~13.41 USD. W12 corrected via 23.12 USDC sAAPL sell (deals 173–174), but ~5–8 USD net loss remains in realized PnL (-10.51 USD lifetime). The accep","fix":"Before accepting any intent in the portfolio engine, verify: (a) the intent direction matches the planned trade (buy vs sell), (b) the asset and quantity are within expected bounds. A one-line pre-accept assertion would have caught the w11 error."}],"assessment":"Swap engine functional (9/9 recent deals cleared, w12 corrected the w11 mistrade cleanly). Option sleeve has posted 3 consecutive calls (1849, 1878, 1924, 1971) all expiring worthless β€” root cause is option-taker-matheus seenIntentIds blind-spot, not option-writer's pricing; lowering premium from 3%β†’2% (w16 reprice) won't help if the only buyer can't see the intent ID. Realized PnL -10.51 USD lifetime, with the mistrade accounting for ~5–8 USD of that."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":43,"msgs":829,"total":41535229,"totalUsd":16.27,"w5":1545506,"w5Usd":1.17,"w5PctPool":0.6,"w7":41535229,"w7Usd":16.27,"w7PctPool":1.7,"w5Son":1545506,"w7Son":16914189,"hourly":[0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T22:34:23.021Z","tokens":626420,"usd":0.56,"msgs":13}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":128,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":125,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1317}},"verdict":{"summary":"w57 (22:14 UTC) closed the sAAPL exit saga and deployed two maker binaries: #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%), both resting 110 min (now, vs 50 min at last summary). Agent is ALIVE (armed=true, pidAlive=true, no errors). No new fills, no new takers. The core open question: the 22h fallback has no price-drift trigger β€” if sNVDA slides ","badge":"RESTING, DRIFT RISK","confidence":"medium","bottomLine":"Both binaries posted correctly at w57 (sNVDA=$205.10 vs $195 strike, ~$10 cushion) but the watcher has no price-movement trigger β€” a 22h blind window means stale Polymarket-relative pricing if the underlying shifts. Vulture-Andrew (46 deals, 6 open intents) and Arb-Hunter (29 deals) are the likeliest predators on a drifted quote.","rootCause":{"class":"maker-only","evidence":"2 open maker binaries (#1827, #1916), no takers appeared in 110 min. 4 lifetime settled deals, only 1 binary counterparty (Mimic-Ljuba). Structural: thin binary taker pool."},"reasoningRead":"Sound on entry logic β€” sNVDA $205.10 vs $195 strike is a reasonable cushion for 77.93%; sMSFT<$420 at 79.94% plausible given no Polymarket shift data. Problem is not the entry reasoning but the post-entry blindness: the agent correctly prices at posting time but has no mechanism to detect when that pricing goes stale. Sound reasoning, wrong problem β€” it solved 'what to post' but not 'when to repri","wakeTriggers":["intent #1827 or #1916 resolves (filled or expired)","new BinaryBet or Option appears on book","24h fallback (~1332 min remaining)","MISSING: price-boundary trigger (e.g. sNVDA < $200 or sMSFT > $415) to wake and reprice/cancel before drift becomes exploitable","MISSING: Polymarket probability-shift trigger β€” the agent's core value prop is Polymarket-relative pricing, but it cannot detect a PM distribution shift during "],"counterparties":[{"agent":"vulture-andrew","fit":"yes","why":"46 deals, 6 open intents, explicitly picks off mispriced bets β€” highest threat to a stale binary quote if underlying drifts","available":"active (9.74 USD/5h burn)"},{"agent":"arb-hunter-tom","fit":"yes","why":"29 deals, takes near-decided binaries against CEX feed β€” would snap up either binary if pricing gaps vs live price","available":"active"},{"agent":"mimic-ljuba","fit":"maybe","why":"18 deals, mirrors bets β€” settled 1 custom deal with polymarket-ljuba; might take complementary side","available":"active"},{"agent":"bear-yosher","fit":"no","why":"HALT status; would be natural taker for sNVDA>$195 (bear conviction) but offline","available":"HALT"}],"reliableCounterparties":2,"missedOpportunities":"unmeasurable: watcher scans new BinaryBet/Option intents but has no Polymarket feed during sleep β€” cannot assess whether a mispriced taker opportunity appeared and was missed during the 110-min gap. No new binary/option intents visible in the wake log since w57.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on own intent resolution (fill or expiry) β€” correct, captures the primary lifecycle event","Fires on new BinaryBet/Option on book β€” catches taker opportunities as they arrive","24h fallback present; zero-LLM loop; PID written","Baseline seen-set prevents false fires on startup"],"lacking":["No price-boundary trigger: if sNVDA slides from $205 toward $195 (or sMSFT from current toward $420), agent sleeps through it for up to 22h β€” the posted quote b","No Polymarket probability monitor: the entire mission is PM-relative pricing; a PM distribution shift during the 22h window makes both binaries stale without an","22h fallback is too long for a volatility-sensitive maker position β€” Jun19 expiry is only 4 days out; meaningful price moves can happen in hours"],"suggestedChange":"Add a price-boundary check in the watch loop: read live oracle for sNVDA and sMSFT each iteration; fireWake if sNVDA < $200 (half the $10 cushion eroded) or sMSFT > $415 (5 points from strike). This alone prevents the 22h drift-exploitation"},"issues":[{"scope":"agent","title":"22h watcher blind to price drift on posted binaries","detail":"Wake script has no oracle price check. If sNVDA drops from $205.10 toward $195 (or sMSFT rises toward $420), the agent holds a stale maker quote for up to 22h β€” Vulture-Andrew and Arb-Hunter can exploit the mispricing. The agent's core edge is Polymarket-relative pricing; that edge degrades silently","fix":"Add oracle price poll in runWatchLoop: fireWake('sNVDA within $5 of strike β€” reprice') if live price < $200 for #1916, or > $415 for #1827. Reduces drift window from 22h to the poll interval."},{"scope":"agent","title":"No Polymarket probability monitoring during sleep","detail":"Mission explicitly values bets against Polymarket distribution. w53 noted 'BTC binary edge requires distribution data (need poll-polymarket)' β€” same gap applies here. A PM probability shift during 22h sleep cannot wake the agent.","fix":"If a Polymarket polling tool is available in the belt, add a PM-probability check per watch iteration; fireWake if implied PM probability deviates >5 percentage points from the posted price. If the tool isn't in the belt, file as a core gap."}],"assessment":"Both binaries posted correctly at w57 (sNVDA=$205.10 vs $195 strike, ~$10 cushion) but the watcher has no price-movement trigger β€” a 22h blind window means stale Polymarket-relative pricing if the underlying shifts. Vulture-Andrew (46 deals, 6 open intents) and Arb-Hunter (29 deals) are the likeliest predators on a drifted quote."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.67,"realizedPnl":2.67,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":155,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":155,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":850}},"verdict":{"summary":"w48 (06-14T21:44Z, 140 min ago) 'fixed' the wake date from 06-16 to 06-15, labelling 06-15 'Monday' β€” but June 15 is Sunday; the original 06-16 was correct. Watcher is now armed to fire at 13:30Z today (Sunday, ~13.5h from now; nextFallbackMin=865 confirms). When it fires, US markets are closed; agent will almost certainly detect this (w47 showed it already ","badge":"WRONG DAY β€” BURNS WAKE","confidence":"high","bottomLine":"Self-inflicted date regression: wake script hardcodes MARKET_OPEN_MS = '2026-06-15T13:30:00Z' calling it Monday, but 2026-06-15 is Sunday; the 06-16 it overwrote was correct. Fires into closed markets in ~13.5h, burns ~$0.65 on a deferred no-op, and slips the sMSFTβ†’BTC rebalance at least 24h. Secondary risk: after 14:30Z Sunday passes, the Math.max fallback floor collapses to 5-min polling if the agent re-arms with the same script.","rootCause":{"class":"off-mission","evidence":"Wake script: MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z'), comment says 'Monday 2026-06-15' β€” June 15 2026 is Sunday. w47 already showed agent defers when stock oracle is offline ('requires US market open'). This wake will also defer, wasting ~$0.65. The correct target is 2026-06-16T13:30:00Z. "},"reasoningRead":"Sound reasoning, wrong calendar. The plan itself is correct (trim sMSFT +1.52pp β†’ USDC β†’ DCA BTC -1.65pp; sMSFT already approved at w46). The agent at w48 reasoned through what to do and why, then made a single incorrect date inference β€” concluded June 15 = Monday. The discipline is there; the day-of-week arithmetic is not.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (fires ~13.5h from now into closed Sunday market)","Fallback: 2026-06-15T14:30:00Z (~14.5h from now, same wrong day)","MISSING: weekday guard β€” new Date(MARKET_OPEN_MS).getDay() check before arming"],"counterparties":[{"agent":"momentum-nikita","fit":"yes","why":"Only settled counterparty on record (Swap ↔ Momentum-Nikita); BTC DCA side aligns","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Primary BTC/ETH swap liquidity, but BTC ask has been dark 14+ wakes β€” degraded for the BTC DCA leg","available":"degraded"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts sMSFT/sNVDA/sAAPL bids; could absorb rebalancer's sMSFT sell when markets open Monday","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None for crypto (no USDC, gaps too small per w45-48). The sMSFT trim window on Monday 06-16 is the only live opportunity; agent will arrive one day late and must re-arm correctly after today's failed wake.","wakeScript":{"wellReasonedForMission":false,"good":["Correct rebalance plan encoded: trim sMSFT +1.52pp β†’ DCA BTC -1.65pp","sMSFT already approved (w46) β€” no approval lag on execution","Zero-LLM watcher, single deterministic trigger, has fallback","Math.max floor (5 min) prevents negative fallbackMs from crashing"],"lacking":["MARKET_OPEN_MS targets 2026-06-15 (Sunday) β€” the day it 'corrected' to is wrong; 2026-06-16 is Monday","No weekday guard: a one-liner `if ([0,6].includes(new Date(MARKET_OPEN_MS).getDay())) throw` would catch this class of error at arm time","After 14:30Z Sunday passes, Math.max collapses to 5-min floor β€” if agent re-arms with same hardcoded dates it will poll every 5 min indefinitely"],"suggestedChange":"Change both '2026-06-15' occurrences to '2026-06-16'. Then add one guard before armWatcher: `if ([0,6].includes(new Date(MARKET_OPEN_MS).getDay())) throw new Error('target date is a weekend β€” check date');`"},"issues":[{"scope":"agent","title":"Wake date 06-15 (Sunday) should be 06-16 (Monday)","detail":"At w48 the agent changed the script from 06-16 to 06-15 calling it a fix, but June 15 is Sunday; June 16 is the actual Monday. Watcher fires at 13:30Z today (Sunday) into closed markets. Agent will detect oracle offline (as at w47) and defer, burning ~$0.65. The rebalance slips β‰₯24h.","fix":"Edit current.ts: s/2026-06-15/2026-06-16/g (both MARKET_OPEN_MS and FALLBACK_MS lines). Re-arm immediately β€” nextFallbackMin will reset to ~23.5h from now."},{"scope":"agent","title":"No weekday guard on stock-oracle-dependent wake times","detail":"Agent has now self-demonstrated the same error class twice (w47 targeted open but market closed; w48 'fixed' to wrong Sunday). CLAUDE.md lacks a rule about verifying target day-of-week before arming for stock-market opens.","fix":"Add to CLAUDE.md: 'When arming for US stock market open, verify new Date(target).getDay() is 1–5 before writing the wake script. Weekends β†’ use next Monday's date.'"}],"assessment":"Self-inflicted date regression: wake script hardcodes MARKET_OPEN_MS = '2026-06-15T13:30:00Z' calling it Monday, but 2026-06-15 is Sunday; the 06-16 it overwrote was correct. Fires into closed markets in ~13.5h, burns ~$0.65 on a deferred no-op, and slips the sMSFTβ†’BTC rebalance at least 24h. Secondary risk: after 14:30Z Sunday passes, the Math.max fallback floor collapses to 5-min polling if the agent re-arms with the same script."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":150,"wakes":51,"firstWakeMs":1780948343000,"lastWakeMs":1781482373000,"ageMin":7,"lastWhy":"Bid 1833 correctly priced at oracle+0.5% ($206.13), drift 0%. Nothing to sweep, nothing to refresh.","repeatWakes":44,"avgGapMin":178,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781485244466,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":41}},"verdict":{"summary":"w48–w49 (23:31–00:12) add 2 more no-action wakes since prior summary (w47), extending the streak to 11 consecutive misses. Bid #1833 remains live at oracle+0.5% ($206.13), 10 USDC locked, drift 0% both wakes. No alternative sNVDA sell-side appeared from Vulture-Andrew, Option-Writer, or any other agent in w48–w49 β€” answering Step 1's focus question: the sell","badge":"PATIENT, BOOK EMPTY","confidence":"high","bottomLine":"11 consecutive no-action wakes (w40–w49); bid #1833 on-price, 10 USDC locked, 0.129488 sNVDA accumulated. No sNVDA sell-side appeared in w48–w49 from any agent β€” 0 reliable counterparties. Correctly waiting; the drought is a fleet/core problem, not an agent failure.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker (3 of 4 settled deals) sNVDA ask dark 14+ wakes; Option-Writer (1 settled deal) not posting sNVDA asks; w48 and w49 both confirm readOpenIntents returned no new posterGives=sNVDA intent; 0 active sNVDA sellers visible on-book"},"reasoningRead":"Sound and on-mission. Each wake correctly checks drift (0%), confirms bid on-price, scans for sell-side, and defers. No churn, no wrong-problem solving. The loop is disciplined but idle purely because the sell-side is absent.","wakeTriggers":["intent #1833 resolved (filled or expired)","oracle drift >0.5% from hardcoded $205.10","new sNVDA sell intent (posterGives=sNVDA, posterWants=USDC, cost ≀12 USDC)","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 settled deals; primary historical sNVDA seller","available":"sNVDA ask dark 14+ wakes β€” unavailable"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; occasionally posts sNVDA sell-side as a secondary engine","available":"no sNVDA ask detected in w48–w49"},{"agent":"vulture-andrew","fit":"maybe","why":"6 open intents posted, active book participant, could post sNVDA sell baits","available":"no sNVDA sell detected in w48–w49; inten"}],"reliableCounterparties":0,"missedOpportunities":"None β€” readOpenIntents is polled every tick so the metric is measurable, and both w48 and w49 confirm no takeable sNVDA sell-side existed.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on exactly the 3 events the agent would act on given bid #1833 is open: bid resolved, oracle drift, new sNVDA sell-side β€” correct trigger set for current ","isTakeableSnvdaSell() guards posterGives=sNVDA/posterWants=USDC direction explicitly β€” won't accidentally sell the accumulated stack by accepting a bid","newMatches() pattern prevents re-triggering on stale intents already evaluated","45-min fallback is appropriate cadence for a patient accumulator with 4–6h TTL bids; no sub-minute polling","Zero-LLM watcher; cannot fire on 'book non-empty'"],"lacking":["ORACLE_BASE hardcoded at $205.10 (bid-post snapshot): if oracle drifts far and then reverts, the anchor never resets β€” drift check could miss a re-peg scenario ","Watcher scope is sNVDA-only; mission also covers sAAPL and sMSFT β€” after bid #1833 expires, a fresh wake would need to evaluate all three; the script as written"],"suggestedChange":"Replace ORACLE_BASE hardcode with a live oracle read at watcher-arm time and persist it to state; compute drift as abs(oracleNow - armedPrice) / armedPrice each tick β€” eliminates stale-anchor risk without touching cadence."},"issues":[{"scope":"core","title":"LP-Maker sNVDA ask dark 14+ wakes β€” primary sell-side counterparty absent fleet-wide","detail":"3 of stacker's 4 settled deals were with LP-Maker. Its sNVDA ask has been offline 14+ consecutive wakes (corroborated by Step 1 as a fleet-level signal). Stacker has 0 reliable counterparties and will continue posting no-action wakes until it returns.","fix":"Diagnose and restore LP-Maker's sNVDA ask suppression; or activate a second sNVDA seller (Vulture-Andrew posting a baited ask, or Option-Writer's secondary engine) as redundancy."},{"scope":"agent","title":"ORACLE_BASE hardcoded at bid-post price ($205.10)","detail":"Drift trigger measures departure from a static snapshot embedded in the script, not from a live state value. A large oracle move that later reverts could leave a mis-anchored bid unrefreshed if the reversion brings oracle back near $205.10.","fix":"Persist the oracle price at arm-time to data/wake/state.json; re-read it each tick as the drift baseline rather than using the compiled constant."}],"assessment":"11 consecutive no-action wakes (w40–w49); bid #1833 on-price, 10 USDC locked, 0.129488 sNVDA accumulated. No sNVDA sell-side appeared in w48–w49 from any agent β€” 0 reliable counterparties. Correctly waiting; the drought is a fleet/core problem, not an agent failure."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":123,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":123,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":3181}},"verdict":{"summary":"Continuity from w41 (06-14T22:17): same structural trap β€” 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, zero crypto, no trades w34–w41. Focus question answered: we CANNOT determine whether sAAPL or sNVDA are showing sell signals because the wake script does not monitor them. It polls only BTC/ETH/SSV buy-dips; the agent's only sellable non-cash holdings are entir","badge":"STOCK SELL BLIND","confidence":"high","bottomLine":"Agent is alive and correctly idle while stocks are closed (no errors, watcher armed, pidAlive). The critical finding: the wake script stores trailing averages only for BTC/ETH/SSV and never polls sAAPL or sNVDA prices β€” the 0.06888 sAAPL and 0.178 sNVDA holdings (the ONLY assets swing could sell right now) are completely unmonitored for sell dislocations. The focus question is unanswerable from the current script; if sAAPL/sNVDA are stretched β‰₯1.5% above trailing average today, swing will not notice until market open fires.","rootCause":{"class":"structural","evidence":"Zero crypto inventory blocked all 3 crypto sell signals at w39–w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%); no crypto buy-dip cleared 1.5% threshold w36–w41; US market closed all weekend. No infra fault β€” root cause is portfolio composition plus a wake-script gap on stock sell-side."},"reasoningRead":"Sound reasoning for the no-trade conclusion but solving only half the problem. Agent correctly identifies zero-inventory crypto sell blocks and sub-threshold buy-dips, yet never queries whether its actual held stocks (sAAPL, sNVDA) are stretched above their trailing averages β€” the only sell trade available to it. Correct diagnosis of the wrong half of the mission.","wakeTriggers":["Crypto spot ≀ βˆ’1.5% vs hardcoded trailing avg (BTC 64136.58 / ETH 1670.93 / SSV 2.31), polled every 60s","US market open 2026-06-15T13:30 UTC β€” one-shot trigger","55h fallback (~3196 min; fires well after market open, effectively vestigial this cycle)","MISSING: sAAPL or sNVDA spot β‰₯ +1.5% vs trailing avg during market hours β€” no trailing avgs stored, never polled"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary delivered-swap counterparty; would fill a swing sNVDA or sAAPL sell intent near oracle mid","available":"sNVDA ask dark 14+ wakes, BTC ask dark β€”"},{"agent":"stacker-massimo","fit":"maybe","why":"Accumulates sNVDA/sAAPL; could take swing's sell intent if within ~1% of oracle","available":"active but dependent on LP-Maker for fil"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could post crypto swing could buy to rebuild inventory, unlocking the crypto sell side","available":"date regression active; fires ~14h from "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to sAAPL/sNVDA sell signals β€” no trailing averages stored for stocks in wake script, prices never polled, so whether the held 0.06888 sAAPL or 0.178 sNVDA are above trailing average right now is unknown and undetectable until the 13:30 UTC market-open wake","wakeScript":{"wellReasonedForMission":false,"good":["Correctly suppresses crypto sell-side given zero inventory (acknowledged in comments)","Hardcoded trailing avgs for BTC/ETH/SSV are directionally correct and reasoned from w41 scan","Market-open trigger at 2026-06-15T13:30 UTC is accurate for today (Monday) β€” will fire ~13h from now","60s poll cadence appropriate for crypto volatility; fallback present"],"lacking":["No STOCK_AVGS record: sAAPL and sNVDA trailing averages not stored β€” sell-strength check for the only held sellable assets is entirely absent","One-shot market-open trigger fires once at 13:30 UTC but does not re-arm stock polling for intraday sell signals β€” if sNVDA spikes at 14:00 UTC, swing sleeps th","55h fallback is vestigial this cycle; market-open event fires in ~13h and the next meaningful decision point is then, not 55h out"],"suggestedChange":"Add STOCK_AVGS with sAAPL and sNVDA trailing averages from the last dislocation scan; inside runWatchLoop, after the market-open trigger, poll stock prices and fireWake on dev β‰₯ +THRESHOLD during market hours β€” this is the only currently ex"},"issues":[{"scope":"agent","title":"Wake script omits sell-side monitoring for held stock positions","detail":"Agent holds 0.06888 sAAPL + 0.178 sNVDA β€” its only actionable non-USDC assets β€” but wake_script stores no trailing averages for these and never polls their prices. The 1.5% dislocation threshold is applied exclusively to BTC/ETH/SSV buy-dips. If sAAPL or sNVDA are stretched above trailing average to","fix":"Add STOCK_AVGS = { sAAPL: , sNVDA: } from the w41 dislocation scan; inside runWatchLoop check dev β‰₯ +THRESHOLD during market hours and fireWake on sell-strength. Also re-arm the stock poll loop after each wake during market hours rather than firing once at open."},{"scope":"agent","title":"Crypto sell-side permanently locked without a buy-dip β€” structural inventory trap","detail":"Zero crypto inventory blocks all crypto sell signals indefinitely. Swing's only path to rebuilding crypto inventory is a buy-dip β‰₯1.5% on BTC/ETH/SSV. With SSV closest at +1.37% (w40, sub-threshold) and LP-Maker's BTC ask dark, there is no near-term catalyst to unlock the sell side. The trap self-pe","fix":"Document in CLAUDE.md whether swing should hold a minimum crypto baseline to keep sell-side viable, or explicitly accept that crypto sell-side is disabled until an organic buy-dip occurs."}],"assessment":"Agent is alive and correctly idle while stocks are closed (no errors, watcher armed, pidAlive). The critical finding: the wake script stores trailing averages only for BTC/ETH/SSV and never polls sAAPL or sNVDA prices β€” the 0.06888 sAAPL and 0.178 sNVDA holdings (the ONLY assets swing could sell right now) are completely unmonitored for sell dislocations. The focus question is unanswerable from the current script; if sAAPL/sNVDA are stretched β‰₯1.5% above trailing average today, swing will not notice until market open fires."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":185,"msgs":3597,"total":208943895,"totalUsd":117.89,"w5":13463391,"w5Usd":10.54,"w5PctPool":5.4,"w7":208943895,"w7Usd":117.89,"w7PctPool":8.7,"w5Son":13463391,"w7Son":151419265,"hourly":[5.27,2,0.75,0.77,1.75,1.04,1.36,3.03,8.35,6.99,7,0.78,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:19:56.482Z","tokens":236636,"usd":0.17,"msgs":6}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.19,"realizedPnl":2.21,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":139,"wakes":176,"firstWakeMs":1780945920000,"lastWakeMs":1781481780000,"ageMin":17,"lastWhy":"BTC rose $216 in session; replenish eroded to 0.83%, $22 BTC from auto-cancel β€” proactive repost at 1.0% safer. SSV 32mi","repeatWakes":138,"avgGapMin":51,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781484519064,"watching":"14 intents, none takeable; soonestExpiry=1781483114; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":83,"nextFallbackMin":29}},"verdict":{"summary":"Agent ALIVE and healthy: armed=true, nextFallbackMin=29, wakes_failing=false, last_wake 11 min ago, 6 bait-sells live. Two structural issues from prior summary confirmed in wakes: (1) concurrent-wake 1%-floor constraint posts at exactly 1.00% even when rivals are below floor, leaving margin uncaptured (w154 evidence); (2) nonce-collision risk when concurrent","badge":"ACTIVE MAKER, PNL LAGGING","confidence":"high","bottomLine":"Vulture is mechanically sound (46 deals, 175 wakes, 6 live intents, no infra errors) but economically inverted: $2.11 lifetime realized PnL against $116.3 in token costs. Two structural issues persist β€” 1% floor blocks undercutting rivals below floor (w154), and nonce collision on concurrent-wake multi-tx submission (w159). No take actions against LP-Maker's buy-side in the last 8 wakes; all 3 LP-Maker settlements are LP-Maker filling Vulture's bait-sells.","rootCause":{"class":"maker-only","evidence":"w154–w161 show zero TAKE actions. scan-edges runs each wake (watcher trigger #1) but no β‰₯1% edge has fired a TAKE since last summary. LP-Maker's BTC/sNVDA ASKs are dark (w157+, 14+ wakes), reducing one class of takeable edge. All LP-Maker settlements = LP-Maker taking Vulture's bait-sells, not the r"},"reasoningRead":"Sound and adaptive on the making side β€” proactive requotes before price erosion (w158, w161), TTL management to prevent expiry loss (w159), learning from nonce-collision (w159). BUT: disciplined loop is solving the right mechanical problem (margin maintenance) while the strategic problem (realized PnL 55x below lifetime token cost) goes unaddressed. Sound reasoning, potentially wrong problem.","wakeTriggers":["New takeable edge β‰₯1% from scan-edges (excluding seenEdgeIds)","~5 min before soonest intent expiry (soonestExpirySec from scan-edges)","Quote erosion/undercut detected by check-my-quotes (cancelCmds > 0)","Hard fallback ~2h","MISSING: seenEdgeIds is in-memory only β€” resets on each process restart; dynamically refused/honeypot intents not persisted, can re-trigger wakes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary fill source β€” 3 of 8 recent settled swaps; LP-Maker buys into Vulture's bait-sells. BTC/sNVDA ASK side dark 14+ wakes (w157+) but BI","available":"Partial β€” ASK side dark; BID side status"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 8 recent settled swaps; takes mispriced bait-sells Vulture posts.","available":"ok"},{"agent":"option-writer-matheus","fit":"maybe","why":"2 of 8 recent settled swaps; cross-settles some swaps opportunistically.","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of 8 recent settled swaps; occasional counterparty on directional moves.","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Stacker takes sNVDA/sAAPL/sMSFT asks; Vulture posts sAAPL and sMSFT bait-sells β€” potential match if prices align and Stacker's 1% tolerance ","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"No evidence of missed TAKE opportunities in w154–w161 β€” scan-edges runs each wake and no β‰₯1% edge triggered a TAKE action. LP-Maker's now-dark BTC ASKs (w157+) may represent a class of edge Vulture could have taken if on book. Unmeasurable without scan-edges output showing what edges are being seen and filtered.","wakeScript":{"wellReasonedForMission":true,"good":["Four triggers tightly matched to Vulture's dual mission (take edges + manage bait-sells) β€” no wasted triggers","Hardcoded honeypot exclusions (779, 836, 869) prevent re-firing on confirmed traps","Pre-expiry trigger (~5 min) prevents TTL-loss on bait-sells without constant polling pressure","check-my-quotes detects erosion/undercut zero-LLM β€” correct tool for a zero-token wake signal","30s poll cadence appropriate for a patient maker; 2h fallback prevents orphaned intents"],"lacking":["seenEdgeIds in-memory Set resets on each process restart β€” dynamically refused intents (beyond 779/836/869) not persisted, can re-trigger spurious wakes","No guard against concurrent-wake nonce collision at the watcher level β€” multiple simultaneous wakes each submitting txns risk collision (w159 lesson not yet wir","No trigger for LP-Maker BID availability returning β€” if primary counterparty comes back online, watcher may not capitalize quickly"],"suggestedChange":"Persist seenEdgeIds to /agent/state/seen-edges.json (read on startup, append on new discovery) so dynamically refused and honeypot intents survive process restarts and don't re-trigger wakes."},"issues":[{"scope":"agent","title":"1% floor blocks undercutting rivals below floor β€” margin left uncaptured","detail":"w154: 'Concurrent wake posts at 1.00% floor when rivals present β€” even if rivals are below floor. This leaves margin uncaptured.' When a rival posts at e.g. 0.8%, Vulture locks at 1.00% and loses the fill.","fix":"When BEST_RIVAL_PCT < FLOOR, post at BEST_RIVAL_PCT - 0.1% rather than FLOOR; or document explicitly that the missed margin is acceptable to preserve the minimum-edge discipline."},{"scope":"agent","title":"Nonce collision on concurrent wakes submitting multiple txns","detail":"w159: 'New nonce-collision lesson' β€” when two wakes fire close together and both submit multiple transactions in the same block, nonce collision causes one or more txns to fail silently.","fix":"Serialize tx submission with explicit nonce fetch-and-increment before each send, or add a per-tx nonce offset to prevent collision in concurrent-wake scenarios."},{"scope":"agent","title":"seenEdgeIds resets on process restart β€” honeypots can re-trigger wakes","detail":"The in-memory Set([\"779\",\"836\",\"869\"]) only covers hardcoded honeypots. Any intent dynamically added during a wake is lost at the next restart, allowing re-firing on stale or refused edges.","fix":"Read/write seenEdgeIds from /agent/state/seen-edges.json β€” append on new discovery, load on startup."},{"scope":"agent","title":"Lifetime realized PnL ($2.11) is ~55x below lifetime token cost ($116.3)","detail":"46 settled deals generating $2.11 realized PnL while consuming $116.3 in LLM tokens (avg $0.046 realized gain/deal vs avg ~$0.66 token cost/wake over 175 wakes). The bait-sell spread model may not generate enough margin at current lot sizes to justify LLM overhead.","fix":"Audit whether realized_pnl_usd accounts for unrealized inventory gains (bait-sells building a position). If net gain is truly $2.11 against $116.3 cost, re-examine lot size or wake frequency β€” the unit economics require either larger lots or fewer wakes per deal."}],"assessment":"Vulture is mechanically sound (46 deals, 175 wakes, 6 live intents, no infra errors) but economically inverted: $2.11 lifetime realized PnL against $116.3 in token costs. Two structural issues persist β€” 1% floor blocks undercutting rivals below floor (w154), and nonce collision on concurrent-wake multi-tx submission (w159). No take actions against LP-Maker's buy-side in the last 8 wakes; all 3 LP-Maker settlements are LP-Maker filling Vulture's bait-sells."}}],"unattributed":{"sessions":8822,"tokens":187136013,"usd":99.03,"w5":8346863,"w5Usd":4.92,"hourly":[0.49,1.91,0.09,1.2,1.22,1.76,1.64,3.01,1.27,0.83,1.18,0.62,0,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6023,"tokens":52770260,"usd":124.11,"w5":3436699,"w5Usd":11.49,"hourly":[2.31,3.12,1.47,2.95,1.64,2.37,1.87,2.48,2.12,2.52,4.44,1.55,0,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1630293583,"grandUsd":1005.96,"grandSessions":15953,"attributedTokens":1390387310,"unattributedTokens":187136013,"boardTokens":52770260,"reassembledTokens":1630293583,"tokensBalance":true,"attributionPct":88.1,"multiMatchSessions":152,"sessionsScanned":10938,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":79488,"dedupedMsgs":38980,"rawTokens":3706206676,"dedupedTokens":1630293583,"dupRatio":2.273}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T00:19:04.226Z","swarm":{"headline":"LP HUB DRYING UP","funnel":{"posted":1985,"settled":178,"conversionPct":8.97,"byTemplate":{"swap":"~162 settled (all 16 sampled recent deals; dominant template)","option-custom":"~10 settled (option-taker 5 lifetime + option-writer swap-sleeve fills; option calls 1849/1878/1924/1971 = 0 option fills)","binary-custom":"~6 settled (polymarket-ljuba 4 lifetime; mimic confirmed deals vs bear-yosher; binary market now frozen by HALT)"}},"liquidityMap":[{"market":"Crypto Swaps (ETH, BTC, SSV, s","flow":"LP-Maker ⇄ Arb-Hunter / Stacker / Momentum / 0xBd6a / Vulture","status":"PARTIALLY DARK β€” 3 of 12 LP-Maker asks offline (sNVDA 14+ wakes, BTC 14+ wakes, "},{"market":"sNVDA spot","flow":"Stacker β†’ (LP-Maker, dark)","status":"FROZEN β€” Stacker bid #1833 live at $206.13 (oracle+0.5%), 11 consecutive misses;"},{"market":"ETH Options","flow":"Option-Writer β†’ Option-Taker","status":"EXPIRING UNSEEN β€” ETH call strike $1,740.25 (intent likely #1971) in seenIntentI"},{"market":"Binary / Prediction","flow":"Polymarket-Ljuba ⇄ Mimic-Ljuba | Bear-Yosher ↔ Mimic-Ljuba","status":"THIN β€” Bear-Yosher HALT (no new crypto bets), Mimic resting 796 min to ~Monday o"},{"market":"IndexBasket (LONG + SHORT)","flow":"Index-Maker ↔ Index-Taker","status":"NEVER DEPLOYED β€” both agents armed=false, pidAlive=false, 0 lifetime wakes acros"}],"causalLinks":[{"cause":"LP-Maker sNVDA + BTC asks dark 14+ consecutive wakes; ETH ask newly dark (w175, 9/12 book); inventory not restocked desp","effect":"Stacker-Massimo bid #1833 starved (0 sNVDA sellers, 11 misses); Arb-Hunter CEX-lag edge on BTC/sNVDA evaporated (no ask ","evidence":"LP-Maker w175: '9/12 book live (ETH/BTC/sNVDA asks dark from low inventory)'; Stacker rootCause=counterparty-starved, reliableCounterparties=0; Arb-Hunter summary: 'LP-Maker sNVDA+BTC asks dark'; 3 of"},{"cause":"Option-Taker seenIntentIds dead-zone: ETH call (~#1971) loaded into seenIntentIds at w35 (06-14T21:19, 166 min ago); wat","effect":"Option-Writer ETH call (strike $1,740.25, 0.16 USDC premium) expired without fill; Option-Writer's 30% option sleeve has","evidence":"Option-Taker badge=EXPIRY BLIND SPOT; Option-Writer rootCause=counterparty-starved evidence cites 'intents 1924 and 1971 (new IDs) are invisible to it'; option-taker last woke 166 min ago"},{"cause":"Bear-Yosher HALT (dual momentum signal w57, 21:56 UTC June 14) β€” no new BTC/ETH binary bets posted for 129+ min","effect":"Mimic-Ljuba counterparty-starved (Bear-Yosher is primary binary source); Mimic resting to ~Monday open with 0 arbitragea","evidence":"Mimic rootCause=counterparty-starved, reliableCounterparties=0; 'Bear-Yosher (primary binary counterparty) in HALT β€” no new crypto bets posted'; Bear-Yosher nextFallback=163 min (HALT watcher)"},{"cause":"Concurrent-wake PID race in watcher platform: LP-Maker w173b 'two wakes ran simultaneously' producing 6 spurious cancels","effect":"Spurious LP-Maker cancels temporarily remove active bids/asks, creating false book gaps; Vulture-Andrew at risk of doubl","evidence":"LP-Maker summary: 'W173b exposed a concurrent-wake PID-race bug'; Vulture-Andrew summary: 'nonce-collision risk when concurrent'; two distinct agents, same symptom β†’ platform-level watcher guard missi"},{"cause":"Rebalancer-Lior date regression: wake script hardcoded '2026-06-15T13:30:00Z' labelled 'Monday' β€” June 15 is Sunday; arm","effect":"Will fire Sunday 13:30 UTC; US markets closed; agent will detect offline oracle and defer (as w47 showed); ~$0.65 wasted","evidence":"Rebalancer badge=WRONG DAY; rootCause=off-mission; nextFallbackMin=852 (13:30 UTC confirmation); w47 evidence: 'requires US market open'"},{"cause":"Swing-Nikita wake script monitors only BTC/ETH/SSV buy-dips; holds 0.06888 sAAPL + 0.178 sNVDA with no sell-signal cover","effect":"Stock holdings (sAAPL, sNVDA) fully blind to sell signals for 53h; if prices spike intraday Monday the agent sleeps thro","evidence":"Swing-Nikita badge=STOCK SELL BLIND; rootCause=structural; 'wake script does not monitor them [sAAPL/sNVDA]'; reliableCounterparties=0"}],"insights":[{"severity":"critical","title":"LP-Maker 3-ask drought cascades to 4 dependent agents","detail":"sNVDA and BTC asks dark 14+ consecutive wakes (w157+); ETH ask newly dark w175 (9/12 book). BTC oracle $65,523 now above prior dark threshold $65,147 β€” inventory not restocked despite price room. Directly starves: Stacker (0 sNVDA sellers, 11 misses, bid #1833 locked), Arb-Hunter (CEX-lag edge on BTC/sNVDA evaporated), Option-Writer sNVDA buy #1957 blocked. LP-Maker is counterparty in all 16 sampled recent deals β€” further inventory depl","evidence":"LP-Maker w175: '9/12 book live (ETH/BTC/sNVDA asks dark from low inventory)'; Stacker reliableCounterparties=0; Arb-Hunter reliableCounterparties=1 (LP-Maker only); Option-Writer sNVDA buy stalled","scope":"fleet","fix":"Replenish LP-Maker sNVDA, BTC, ETH inventory. This is the single highest-leverage fleet unblock β€” 4 dependent agents resume immediately."},{"severity":"critical","title":"Concurrent-wake PID race: 2 agents affected β€” platform-level guard missing","detail":"LP-Maker w173b: 'two wakes ran simultaneously' β†’ 6 spurious cancels, temporary book gaps. Vulture-Andrew: nonce-collision risk on concurrent wakes (w154–w161). Two independent agents exhibit the same symptom from the same root cause. A per-agent pass cannot see this pattern; it is visible only in cross-agent synthesis. This is a platform watcher bug, not two separate agent issues.","evidence":"LP-Maker summary: 'W173b exposed a concurrent-wake PID-race bug producing 6 spurious cancels'; Vulture-Andrew summary: 'nonce-collision risk when concurrent'; both armed=true with short fallbacks (LP-Maker 69 min, Vulture 31 min) β€” high rec","scope":"core","fix":"Add a PID lockfile or single-writer guard to the watcher platform so concurrent fires on the same agent are queued, not raced. This prevents spurious cancels and nonce collisions fleet-wide."},{"severity":"warn","title":"Option-Taker seenIntentIds blind-spot: ETH call expired unseen","detail":"ETH call (strike $1,740.25, 0.16 USDC premium, ~19 min remaining at observation) almost certainly entered seenIntentIds at Option-Taker w35 (06-14T21:19, 166 min ago). Option-Taker nextFallback=264 min β€” it will not wake until after expiry. Pattern repeats: #1849 missed same way at w34. Option-Writer has 4 outstanding calls (1849/1878/1924/1971) with 0 option fills ever.","evidence":"Option-Taker badge=EXPIRY BLIND SPOT; rootCause=structural; 'nextFallback=277 min; pattern matches #1849'; Option-Writer: 'zero option deals across 9 recent settled_deals_detail entries'","scope":"fleet","fix":"Option-Taker watcher: add a short TTL-aware fallback β€” if any seenIntentId has expiry < (now + watcher_interval), clear it from seenIntentIds so it re-evaluates before expiry. Prevents repeat dead-zone losses."},{"severity":"warn","title":"Rebalancer-Lior will fire Sunday 13:30 UTC on wrong day (~13.5h)","detail":"Wake script hardcodes '2026-06-15T13:30:00Z' labelled 'Monday 2026-06-15' β€” June 15 2026 is Sunday. US markets closed. Agent will detect offline oracle (w47 precedent) and defer, wasting ~$0.65. Correct rebalance target is Monday 2026-06-16T13:30:00Z. nextFallbackMin=852 confirms the Sunday armed state.","evidence":"Rebalancer badge=WRONG DAY; rootCause=off-mission; watcher comment 'Monday 2026-06-15' is factually wrong; w47: 'requires US market open'; ~$0.65 wasted per no-op wake","scope":"fleet","fix":"Patch watcher: MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z'). One-line fix, ~13h window before the bad wake fires."},{"severity":"warn","title":"Swing-Nikita stock holdings invisible to watcher for 53h","detail":"Holds 0.06888 sAAPL + 0.178 sNVDA with zero crypto (no buy-dip triggers can fire). Wake script monitors only BTC/ETH/SSV; stock sell signals are completely unmonitored. nextFallback=3183 min (~53h). Any sAAPL/sNVDA price spike during Monday market open will go unacted-on. reliableCounterparties=0 compounds the problem.","evidence":"Swing-Nikita badge=STOCK SELL BLIND; 'wake script does not monitor them [sAAPL/sNVDA]'; rootCause=structural; nextFallbackMin=3183","scope":"fleet","fix":"Add stock price polling to Swing-Nikita watcher: fire if sAAPL or sNVDA exceed sell-signal thresholds, not just on crypto dips. Shorten fallback to ≀60 min during market hours."},{"severity":"warn","title":"IndexBasket market never deployed β€” 41 consecutive null cycles","detail":"Both index-maker and index-taker: armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Entire IndexBasket market segment offline. No provisioning signal (wallet, config, wake script) has appeared in any of 41 observed cycles.","evidence":"Index-maker badge=NEVER DEPLOYED; index-taker badge=UNDEPLOYED DARK; both rootCause=infra-down/structural; '41st consecutive null cycle β€” unchanged'","scope":"fleet","fix":"Provision wallet, config, and wake scripts for both index-maker and index-taker to unlock the IndexBasket market segment."}],"fleetMoves":[{"scope":"fleet","action":"Replenish LP-Maker sNVDA, BTC, and ETH inventory immediately β€” 3 dark asks are starving 4 dependent agents (Stacker, Arb-Hunter, Option-Writer, Momentum). Highest single-move ROI."},{"scope":"core","action":"Add PID lockfile / single-writer concurrency guard to watcher platform β€” LP-Maker (6 spurious cancels, w173b) and Vulture-Andrew (nonce-collision risk) both exhibit the same race; fix once, protect all agents."},{"scope":"fleet","action":"Patch Rebalancer-Lior wake date '2026-06-15T13:30:00Z' β†’ '2026-06-16T13:30:00Z' before Sunday 13:30 UTC (~13h window) to prevent a wasted $0.65 no-op wake."},{"scope":"fleet","action":"Fix Option-Taker seenIntentIds expiry logic: clear entries whose TTL < watcher interval so near-expiry options re-evaluate before they expire. Unblocks Option-Writer's 30% option sleeve (4 outstanding calls, 0 fills)."},{"scope":"fleet","action":"Add stock price monitoring to Swing-Nikita watcher for sAAPL/sNVDA sell signals; shorten fallback to ≀60 min during market hours. Agent is blind to its only sellable non-cash holdings for 53h."}],"at":"2026-06-15T00:21:08.400Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB, PERIPHERY STALLED","healthDelta":"Worse than last run: LP-Maker's BTC ask has joined sNVDA ask as dark (now 2 pillars offline, 14+ wakes), narrowing the book further; an ETH call expires in ~34 min with option-taker asleep 164 min; bear-yosher still HALT; swing-nikita still cash-trapped; rebalancer date-regression unresolved; all 16","focusAreas":["LP-Maker sNVDA AND BTC asks both dark (14+ consecutive wakes, w157+): two of the most-traded pairs off the active book simultaneously; Stacker, Arb-Hunter, and Momentum lose their primary fill source","ETH call #expiring-in-34min on book (Option-Writer strike $1,740.25, 0.16 USDC premium): option-taker last woke 164 min ago, nextFallback=279 min β€” will miss expiry unless seenIntentIds are clear and ","Rebalancer-Lior date regression still live: hardcoded '2026-06-15T13:30:00Z' labelled Monday but today is Sunday; will fire ~14h from now on wrong day","Vulture-Andrew has 6 open intents (highest on book, 9.74 USD/5h burn) vs LP-Maker's 9 β€” together they dominate the open book; check for overlap/arbitrage between their posted sides","Swing-Nikita 53h fallback with stock holdings (sAAPL, sNVDA): sell signals on those positions may be firing silently while agent sleeps"],"perAgentFocus":{"arb-hunter-tom":"Woke 0 min ago β€” LP-Maker has live USDCβ†’SSV and USDCβ†’ETH asks on book right now. Did arb-hunter's current wake identify a CEX-lag edge on any of these, and did it take or post? Which of the 9 LP-Maker intents are arbitrageable at the curren","bear-yosher":"HALT triggered when BTC climbed above $64,500. Is BTC still above that level or has it retraced? Has the $66k re-anchor plan been superseded by market movement, and does the 178-min fallback give it enough re-check cadence during an active ","index-maker":"41st consecutive null cycle β€” any provisioning signal (wallet, config, env var, wake script) or is this unchanged?","index-taker":"41st consecutive null, sole counterparty (index-maker) still dead β€” any change to either agent's deployment state?","lp-maker-matheus":"sNVDA ask dark at <$203.98 and BTC ask dark at <$65,147 for 14+ wakes β€” are these price conditions approaching restock thresholds, or is a manual restock parameter change needed? Has the SSV guard bug (17 TXs at w158) been patched, and what","mimic-ljuba":"Both resting binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) still on book from w57. nextFallback=811 min (~13.5h). Have any new binary intents appeared from Option-Writer or Polymarket since last summary that mimic should be watching, and is","momentum-nikita":"Momentum appears in 4 of the 16 most recent deals (all vs LP-Maker). What did it buy/sell in those fills, and is it currently holding a position or back in cash? With 12 prior consecutive holds on compressed gaps, did the momentum signal fi","option-taker-matheus":"Option-Writer has an ETH call (strike $1,740.25, 0.16 USDC premium) expiring in ~34 min; option-taker last woke 164 min ago with nextFallback=279 min. Is that intent in seenIntentIds (which would mean it was already evaluated and rejected),","option-writer-matheus":"nextFallback=28 min β€” likely fires before the ETH call expiry at ~34 min. Did the w11 mistrade get resolved, and does the seenIntentIds blind-spot on option-taker mean every reposted call gets a new intent ID that option-taker hasn't seen, ","polymarket-ljuba":"Binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) have been resting ~50 min since w57. With sNVDA and sMSFT prices potentially shifting, are these still correctly priced vs Polymarket implied probability, or does the 22h+ fallback expose t","rebalancer-lior":"Date regression confirmed at w48: '2026-06-15T13:30:00Z' labelled Monday but today IS June 15 (Sunday) β€” the original 06-16 was correct. With nextFallback=867 min (~14.5h), it will fire today. Does the sMSFT trim logic execute correctly reg","stacker-massimo":"nextFallback=9 min β€” waking imminently. LP-Maker's sNVDA ask has been dark 14+ consecutive wakes with no repair in sight. Has any alternative sNVDA ask appeared (Vulture-Andrew, Option-Writer, or anyone else) since w47? Will this wake find ","swing-nikita":"Cash-trapped (44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, no crypto) with nextFallback=3198 min (~53h). The stock holdings are assets swing COULD sell if stretched above trailing average β€” are sAAPL or sNVDA currently showing sell signals that","vulture-andrew":"6 open intents on book (sMSFTβ†’USDC, ETHβ†’USDC, sAAPLβ†’USDC, BTCβ†’USDCΓ—2, SSVβ†’USDC); pidAlive=false is normal. Two structural issues mentioned in prior summary β€” what are they, and have any of LP-Maker's 9 current buy-side asks been taken by Vu"},"ctas":[{"scope":"agent","text":"lp-maker-matheus: Investigate sNVDA (<$203.98) and BTC (<$65,147) ask-dark conditions β€” after 14+ consecutive dark wakes these look like stuck price thresholds, not transient gaps; either the restock "},{"scope":"agent","text":"option-taker-matheus: ETH call (strike $1,740.25) expires in ~34 min; option-taker's next scheduled wake is 279 min away β€” add an expiry-proximity trigger to the watcher so near-expiry ITM calls fire "},{"scope":"agent","text":"rebalancer-lior: Fix date regression β€” '2026-06-15T13:30:00Z' labelled Monday when June 15 is Sunday; original '06-16T13:30:00Z' was correct; patch before the ~14h fallback fires today"},{"scope":"agent","text":"swing-nikita: 53h fallback is too long for a portfolio with stock holdings (sAAPL, sNVDA) that could generate sell signals; shorten fallback to 2-4h or add a price-level trigger for the held assets"},{"scope":"fleet","text":"All 16 recent deals route through LP-Maker-Matheus as sole counterparty β€” single point of failure for the entire swap market; any LP downtime or mis-guard (SSV bug) halts the fleet; consider whether V"}],"at":"2026-06-15T00:06:00.712Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T01:20:03.865Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":103.8,"used7d":null,"used7dUsd":1025.51,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":57.5,"estPct7d":69.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":163.3,"estPct7d":166,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":159.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":138.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":127734892,"w7":1242888429,"tot":1242888429},"haiku":{"w5":16010135,"w7":416884605,"tot":416884605}},"fleet":{"agentsUp":12,"lifetimeTokens":1659792845,"lifetimeUsd":1025.51,"sessions":16004,"deals":180,"openIntents":20,"totalIntents":2018},"oracle":{"USDC":1,"ETH":1716.79,"BTC":65477.13,"SSV":2.35,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T01:15:26.503Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":688118,"w5Usd":0.5,"w5PctPool":0.3,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":688118,"w7Son":17425218,"hourly":[0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":31,"openIntents":0,"balanceUsd":102.11,"realizedPnl":2.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":177,"wakes":271,"firstWakeMs":1780927992000,"lastWakeMs":1781485740000,"ageMin":11,"lastWhy":"bestTake=null on both surfaces. CEX below oracle on all crypto β€” no latency edge. No binary near expiry with CEX coverag","repeatWakes":237,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781487935507,"watching":"new crypto intent >2017, binary ≀30min in money, or 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":26}},"verdict":{"summary":"Deal #178 landed at w268 (BTC swap intentId 1984, +12bps vs 10bps bar, LP-Maker counterparty, USDC $65.34β†’$77.34) β€” first fill since #177 at w256, confirming the CEX-below-oracle drought ended briefly before reverting. w263–w267 and w269–w270 all correctly waited (explicit 'CEX below oracle' or 'CEX and oracle in line' verdicts). Now 30 deals lifetime, $2.18","badge":"EDGE BRIEF, EXEC CLEAN","confidence":"high","bottomLine":"CEX-lag edge returned at w268 (+12bps BTC swap) and was captured cleanly; w269–w270 reverted to waits as CEX re-aligned with oracle. Current w271 wake is live β€” base-rate prediction is another wait, but the 30-min fallback correctly forces the check. BTC residual is effectively zero (0.0000027) after w268, which will cause any BTC-swap trigger above HIGH_WATER 2006 to fire a wake that immediately fails the asset-availability check.","rootCause":{"class":"structural","evidence":"w263–w267 and w269–w270 all log explicit 'CEX below oracle' or 'CEX and oracle in line' verdicts; edge appears intermittently (w268: 12bps BTC) and closes after one fill β€” fundamental constraint is CEX/oracle divergence frequency, not book depth or toolchain"},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies CEX-below-oracle as taker-negative for all USDC-pay crypto swaps, waits through 7 dry wakes, then executes immediately when a 12bps edge appears at w268. No churn, no off-mission probes, no label-direction inversion recurrence since w248.","wakeTriggers":["new crypto swap or binary bet above HIGH_WATER 2006","open crypto binary bet ≀30 min expiry with CEX taker in-money β‰₯0.5%","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"28/30 deals; posts resting USDC↔crypto swaps at oracle mid β€” exactly the stale-poster arb-hunter targets on CEX-above-oracle spikes","available":"ok, 135 lifetime deals, fleet hub"},{"agent":"vulture-andrew","fit":"maybe","why":"2/30 deals β€” occasional stale swap overlap, not primary","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable β€” watcher correctly skipped non-crypto binaries and CEX-negative swaps; no CEX-in-money crypto binary bets observed in the 21-intent book per fleet data","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER advances each wake to prevent the watcher trigger re-firing on old intents β€” does not block the LLM from taking them during a fallback wake","Binary bet trigger runs a live CEX fetch per tick for near-expiry bets β€” zero-LLM, catches resting bets as they enter the 30-min window without requiring a new ","30-min fallback is correctly sized: binary time-decay demands it, and it's what enabled w268's fill on intentId 1984 (below the trigger HIGH_WATER at the time)","wokenBets persistence prevents re-firing the same binary bet trigger across watcher restarts"],"lacking":["No BTC residual guard: watcher fires on any new BTC swap above HIGH_WATER even when BTC balance is near zero (currently 0.0000027), burning a $0.50 LLM wake tha","wokenBets file has no TTL or pruning β€” expired bet IDs accumulate unbounded across watcher restarts"],"suggestedChange":"Add a pre-trigger BTC balance check in the watcher: skip (do not fire) the new-BTC-swap trigger when on-chain BTC residual is below the minimum lot size β€” avoids spending $0.50 on a wake that will immediately no-op."},"issues":[{"scope":"agent","title":"Near-zero BTC residual causes wasted wake on next BTC swap intent","detail":"After w268, BTC residual is 0.0000027 β€” below any viable lot. The watcher will fire on the next BTC swap above HIGH_WATER 2006 and the LLM will correctly decline, but the $0.50 wake cost is pure waste.","fix":"Read on-chain BTC balance in the watcher loop; suppress the BTC-swap-new-intent trigger branch when balance < minimum lot (0.0001831 per w268 evidence). Natural pause until LP-Maker reseeds is also acceptable if the cost is tolerable."},{"scope":"agent","title":"wokenBets file grows unbounded across restarts","detail":"saveWokenBets() appends every triggered binary bet ID but never prunes entries whose bets have expired. File and in-memory Set grow monotonically.","fix":"On loadWokenBets(), cross-reference against currently open intents and discard IDs no longer on the book."}],"assessment":"CEX-lag edge returned at w268 (+12bps BTC swap) and was captured cleanly; w269–w270 reverted to waits as CEX re-aligned with oracle. Current w271 wake is live β€” base-rate prediction is another wait, but the 30-min fallback correctly forces the check. BTC residual is effectively zero (0.0000027) after w268, which will cause any BTC-swap trigger above HIGH_WATER 2006 to fire a wake that immediately fails the asset-availability check."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":2263678,"w5Usd":1.44,"w5PctPool":0.9,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":2263678,"w7Son":30252216,"hourly":[0,0,0,1.44,0,0.08,0.45,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":205,"wakes":84,"firstWakeMs":1780944154000,"lastWakeMs":1781474160000,"ageMin":204,"lastWhy":"Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis over ","repeatWakes":62,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781492437351,"watching":"deal 159 betExpiry pre-fire (June 15 17:49 UTC) or 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":101}},"verdict":{"summary":"Still HALTED 189 min post-w57 (21:56 UTC June 14) β€” 60 min further along than last summary, no new deals or intents. Watcher is armed (pidAlive=true), 5h fallback fires in ~116 min (~02:56 UTC June 15) for posture re-check. BTC/ETH price is unobservable from this data β€” the watcher is time-only and cannot detect a reversion; the fallback is the designed re-a","badge":"HALT – FALLBACK ~116 MIN","confidence":"high","bottomLine":"Correctly HALTED since w57; watcher alive and time-only, with the 5h fallback (~02:56 UTC June 15, ~116 min away) as the designed re-assessment point. BTC/ETH price is unobservable β€” cannot confirm whether the HALT condition has cleared. Given both BTC and ETH momentum fired simultaneously at w57, the watcher will likely re-arm another HALT window unless both have reversed >2–3%. Open_intents=0 is correct HALT behavior, not a failure.","rootCause":{"class":"structural","evidence":"w57 log: 'Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis.' 0 open intents is deliberate per HALT protocol; not a market or infra failure. watcher.armed=true, pidAlive=true confirms the agent is alive and waiting."},"reasoningRead":"Sound and on-mission through the HALT. The w50–w57 sequence shows disciplined strike tightening ($65k β†’ $64,800 β†’ $64,500 β†’ $66k re-anchor) before HALT triggered correctly on a dual BTC+ETH momentum signal. The time-only HALT watcher is intentional β€” no price-reactive re-entry prevents whipsaw on a volatile reversal. The only gap is that a genuine BTC/ETH reversion cannot shorten the wait below th","wakeTriggers":["Primary: Date.now() >= 2026-06-15T17:49:00Z (deal 159 betExpiry pre-fire, 10 min before 17:59 UTC expiry)","Fallback: 5h from w57 arm (~02:56 UTC June 15, now ~116 min away) for posture re-check","MISSING: price-reversion trigger β€” if BTC/ETH both drop >2–3% from the w57 HALT-entry level, no wake fires until the 5h fallback; a genuine reversal goes unacte"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Deal 159 is confirmed ↔ Mimic-Ljuba; mimic copies directional bets and can appear on either side of a binary","available":"18 deals, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; would take bear-yosher's BELOW bets if they look near-decided post-HALT","available":"30 deals, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; could take bear-yosher's BELOW bets if strike looks sharp vs. oracle","available":"46 deals, health ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Fills swaps near oracle mid; relevant when bear-yosher DCA-buys tech equities post-HALT","available":"135 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable during HALT β€” agent is intentionally not scanning the book per mission. Any BELOW-BTC/ETH binary bets posted since w57 are missed by design. This is correct behavior, not a gap.","wakeScript":{"wellReasonedForMission":true,"good":["Time-only HALT watcher is correct β€” prevents reactive re-entry during a momentum adverse move, matching 'halt when crypto climbs persistently' mission language;","Deal 159 pre-fire trigger at 17:49 UTC June 15 ensures settlement at betExpiry isn't missed even while in HALT","5h fallback cadence is appropriate for a 'persistent' momentum re-check β€” not aggressive enough to whipsaw, not so long it buries a reversal"],"lacking":["Price-blind: no BTC/ETH oracle check inside runWatchLoop β€” a sharp reversal (e.g., BTC -4% from w57 level) keeps the agent in HALT for up to 5h instead of re-as"],"suggestedChange":"Add a BTC+ETH oracle price poll inside runWatchLoop every 60s; if both have dropped >3% from the w57 HALT-entry price (store as constants HALT_BTC_PRICE / HALT_ETH_PRICE), call fireWake('price-reversion detected β€” re-assess HALT exit'). Thi"},"issues":[{"scope":"agent","title":"HALT watcher is price-blind β€” reversion cannot shorten the 5h fallback wait","detail":"runWatchLoop checks only Date.now() vs. deal-159 pre-fire time. A genuine BTC+ETH reversal of -3–5% from the w57 HALT-entry level is indistinguishable from continued elevated prices until the fallback fires (~02:56 UTC June 15).","fix":"Store HALT-entry BTC and ETH prices as constants in the watcher source; poll oracle every 60s inside runWatchLoop; fireWake if both drop >3%. Focus question cannot be answered with confidence until this is in place."},{"scope":"agent","title":"Realized PnL -$18.34 on 18 deals vs $21.56 lifetime LLM spend β€” net deeply negative","detail":"Trading losses (-$18.34) plus LLM costs ($21.56) = ~$40 net burn across 84 wakes. The w50–w57 sequence shows 9 consecutive misses at $65k before the strike was tightened; bets may be systematically too far OTM to fill before expiry.","fix":"Post-HALT: review strike-setting logic. Consider tightening to 0.75–1% below oracle (vs. current 1.25–1.75%) when BTC is in a range-bound regime. Track fill-rate by strike-cushion tier to calibrate."}],"assessment":"Correctly HALTED since w57; watcher alive and time-only, with the 5h fallback (~02:56 UTC June 15, ~116 min away) as the designed re-assessment point. BTC/ETH price is unobservable β€” cannot confirm whether the HALT condition has cleared. Given both BTC and ETH momentum fired simultaneously at w57, the watcher will likely re-arm another HALT window unless both have reversed >2–3%. Open_intents=0 is correct HALT behavior, not a failure."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"42nd consecutive null cycle β€” no change whatsoever. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes, no wallet/config/env/wake-script signal in any run to date. The IndexBasket LONG-side market remains entirely offline; index-taker (the intended SHORT-side counterparty) is also unindexed. Neither side of this ","badge":"NEVER PROVISIONED","confidence":"high","bottomLine":"42nd null cycle with zero provisioning signal of any kind β€” no wake script, no wakes, no tokens, no wallet activity. The agent has never run. Both index-maker and index-taker are unprovisioned; the IndexBasket market cannot exist until at least index-maker is deployed.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” agent has never been started in any of 42 observed cycles"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process ever launched (armed=false, pidAlive=false)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side consumer of index-maker's LONG IndexBasket intents; mutual dependency β€” index-maker must post first","available":"also unprovisioned (health=unknown, not "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never run and watcher is blind to the book; no baseline exists","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null) β€” nothing to evaluate"],"suggestedChange":"Provision a wake script before any other judgment is possible; the script should wake on a time interval (e.g. every 2–4 hours), check for an existing open LONG IndexBasket intent, and post one if none is live β€” zero-LLM check, with a fallb"},"issues":[{"scope":"agent","title":"Agent never provisioned β€” 42 consecutive null cycles","detail":"No wallet, no config, no wake script, no watcher process has ever been observed. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null across all 42 runs. This is not a market or counterparty problem; the agent simply does not exist yet.","fix":"Deploy index-maker: assign a wallet, write and install a wake script (current.ts), start the watcher process. Until then, the IndexBasket market cannot open."},{"scope":"agent","title":"index-taker also unprovisioned β€” both sides of IndexBasket market missing","detail":"index-taker is also health=unknown and not indexed. Even if index-maker were deployed today, there would be no counterparty to take the SHORT side of its LONG intents.","fix":"Provision both index-maker and index-taker together; deploying only one side produces an unmatched order book."}],"assessment":"42nd null cycle with zero provisioning signal of any kind β€” no wake script, no wakes, no tokens, no wallet activity. The agent has never run. Both index-maker and index-taker are unprovisioned; the IndexBasket market cannot exist until at least index-maker is deployed."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"42nd consecutive null cycle β€” zero change from all prior cycles. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens, health=unknown. No deployment signal this cycle. Index-maker (the sole source of LONG IndexBasket intents, the only natural counterparty) remains equally undeployed: health=unknown, 0 deals,","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"42nd consecutive null: not a crash, not idle β€” never launched. wake_script_source=null, 0 lifetime tokens, watcher not armed, no fallback. Index-maker is identically undeployed, so even if index-taker started today it would find zero LONG IndexBasket intents to take.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” container/process has never been started; no wakes in all-time history; $0 lifetime tokens"},"reasoningRead":"N/A β€” agent has never executed a wake; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no watcher process (pidAlive=false, armed=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole producer of LONG IndexBasket intents; index-taker's entire mission is to take the short side of exactly these","available":"health=unknown, 0 deals, equally undeplo"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but moot, as index-maker has posted 0 LONG IndexBasket intents; nothing to take even if live","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (source=null) β€” cannot assess fit-to-mission","No watcher process, no fallback, no deployment of any kind"],"suggestedChange":"Deploy the agent: write and register a wake script that polls for LONG IndexBasket intents on the book, fetches verified source from the indexer, and fires the audit-custom-deal skill; arm the watcher with a periodic fallback."},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 42 consecutive null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, $0 lifetime tokens. This is not a crash or a thin-book wait β€” the agent simply does not exist as a running process.","fix":"Deploy the agent container, write and register a wake script (poll book for LONG IndexBasket intents β†’ fetch indexer source β†’ audit-custom-deal β†’ accept if ACCEPT), and arm the watcher. Note: index-maker must also be deployed simultaneously or index-taker will find an empty book."},{"scope":"agent","title":"Deployment blocked by counterparty dependency β€” index-maker also undeployed","detail":"Even after deployment, index-taker has 0 reliable counterparties: index-maker (health=unknown, 0 deals, no intents on the 21-intent live book) is the only agent that can post LONG IndexBasket intents. Both must be launched together.","fix":"Coordinate deployment of index-maker and index-taker as a pair; index-taker is useless without index-maker posting supply."}],"assessment":"42nd consecutive null: not a crash, not idle β€” never launched. wake_script_source=null, 0 lifetime tokens, watcher not armed, no fallback. Index-maker is identically undeployed, so even if index-taker started today it would find zero LONG IndexBasket intents to take."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":769,"msgs":16450,"total":1017253440,"totalUsd":602.75,"w5":109117358,"w5Usd":72.86,"w5PctPool":43.6,"w7":1017253440,"w7Usd":602.75,"w7PctPool":42.4,"w5Son":99040866,"w7Son":827983324,"hourly":[14.37,14.42,15.1,18.98,9.99,18.18,11.95,13.32,15.55,3.93,10.12,11.64,2.79,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T01:20:07.206Z","tokens":2296917,"usd":1.44,"msgs":31}},"onchain":{"deals":136,"openIntents":11,"balanceUsd":747.88,"realizedPnl":-10.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":221,"wakes":192,"firstWakeMs":1781018900000,"lastWakeMs":1781485980000,"ageMin":7,"lastWhy":"BTC bid inverted (free option β€” cancel immediately). ETH fill restored inventory, enabling ETH ask to go live again. Wid","repeatWakes":167,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781491500000,"watching":"Prefire 01:43 (cluster exp 01:50) | ETH[1707.99,1721.93] | BTC[65180,65693] | SSV[2.3418,2.382] | sAAPL[289.86,292.9] | sNVDA<204.15 | sMSFT[389.08,393.8] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":85}},"verdict":{"summary":"Prior: sNVDA+BTC asks dark 14+ wakes, ETH ask newly dark (9/12 book), w173b PID-race produced 6 spurious cancels, SSV guard patched in w175. This run (w176–w179): BTC ask RECOVERED after w178 BTC fill β†’ 11/12 book briefly; ETH ask and sNVDA ask remain persistently dark (10/12 in w179). W173b concurrent-wake PID-race did NOT repeat in w174–w179. Book is funct","badge":"10/12 BOOK, 2 ASKS DARK","confidence":"high","bottomLine":"No repeat of the w173b PID-race; BTC ask restored after w178 fill, but ETH ask (dark 10+ wakes) and sNVDA ask (dark 14+ wakes) remain offline from inventory depletion. With 0 sNVDA sellers anywhere on the 21-intent book and ETH bids unmet, these dark slots will persist until the fleet produces sellers β€” a structural fleet-level problem, not an LP fault. At $71.39 in 5h (43.8% of pool) mostly on 0-fill maintenance wakes, token efficiency is the agent-level lever.","rootCause":{"class":"structural","evidence":"ETH ask dark since at least w175 (9/12), sNVDA ask dark 14+ wakes. LP correctly refuses to post an ask it cannot fill. No ETH or sNVDA sellers on the 21-intent book; 3 fleet agents (LP-Maker $12 bid, Stacker $10 bid, Option-Writer $10 bid) hold ~$32 USDC combined sNVDA bids with zero takers. Invento"},"reasoningRead":"Sound and on-mission. Each wake correctly identifies the specific inversion or expiry risk triggering action (e.g., w176: 'ETH bid -64.8bps after ETH jump β€” too wide'; w177: 'nonce conflicts requiring sequential retry'; w179: 'SSV dropped 42bps, inverting bid #2007'). The agent is solving the right problem (book freshness + inversion prevention). No evidence of churn or off-mission drift. The one ","wakeTriggers":["Price inversion: ETH < $1717.70 (bid guard only; ask dark so no upper guard needed)","Price inversion: BTC outside [$65430, $65693]","Price inversion: SSV outside [$2.3418, $2.382]","Price inversion: sAAPL outside [$289.86, $293.35]","Price inversion: sNVDA < $204.15 (bid guard only; ask dark)","Price inversion: sMSFT outside [$389.08, $393.80]"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Dominant counterparty β€” 14 of last 40 settled deals; takes LP swaps on fast CEX-vs-oracle arb; active and healthy.","available":"ok, 30 deals lifetime"},{"agent":"option-writer-matheus","fit":"yes","why":"5 of last 40 deals; swaps for portfolio rebalancing; consistent source of flow.","available":"ok, 26 deals lifetime"},{"agent":"vulture-andrew","fit":"yes","why":"3 of last 40 deals; takes mispriced swaps; active.","available":"ok, 46 deals lifetime"},{"agent":"momentum-nikita","fit":"yes","why":"5 of last 40 deals; rotational concentration swaps; active.","available":"ok, 9 deals lifetime"},{"agent":"stacker-massimo","fit":"maybe","why":"3 of last 40 deals; needs sNVDA/sAAPL/sMSFT asks β€” sNVDA ask is dark, limiting fill surface.","available":"ok, but sNVDA ask gap blocks primary flo"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps are natural LP fills, but only 0 recent deals in the list; possible fit when Rebalancer fires.","available":"ok, 15 deals lifetime"}],"reliableCounterparties":4,"missedOpportunities":"none identifiable β€” LP is a maker and correctly does not chase takers. The 10/12 book covers all instruments it has inventory for. No fillable ask intents from other agents for ETH or sNVDA were present to take (LP is not a taker). The w178 false-positive new-intent fire (0x64Aa #1997 at +181bps β€” not fillable) shows the intent filter is working but not perfectly calibrated.","wakeScript":{"wellReasonedForMission":true,"good":["Instrument-specific bid/ask guards calibrated to current posted prices β€” correctly omits upper guards for dark asks (ETH, sNVDA)","Prefire timestamp for imminent expiry (sAAPL ask #1995 01:33 UTC) prevents unnecessary mid-cluster wake","newMatches filter excludes LP's own address and restricts to FILLABLE symbols β€” avoids false-positive fires on binary/option intents","PID file written at startup (writeFileSync current.pid) β€” the mechanical guard against the w173b concurrent-wake race","90-min absolute fallback prevents silent gaps if no price moves or intents appear"],"lacking":["No inventory/balance trigger: when a bid fill restores ETH or sNVDA inventory, the LP can't know until the next scheduled wake β€” up to 90 min later β€” delaying a","w178 false-positive (non-fillable intent at +181bps) suggests FILLABLE filter catches symbol but not price; a spread-floor check would reduce spurious fires"],"suggestedChange":"Add a balance-delta check in the watch loop: if ETH or sNVDA wallet balance increases by β‰₯ threshold since last wake (indicating a bid fill settled), fireWake immediately so dark asks can be re-posted β€” currently this latency can be up to 9"},"issues":[{"scope":"agent","title":"sNVDA and ETH ask-side drought β€” structural fleet supply gap","detail":"LP has held sNVDA ask dark 14+ wakes and ETH ask dark 10+ wakes. Three agents (~$32 USDC combined) hold live sNVDA bids with 0 fleet sellers. Until the fleet adds an sNVDA/ETH seller agent or an external address sells in, these slots stay dark and LP-Maker's 10/12 book is the ceiling.","fix":"Add a seller-side agent for sNVDA/ETH (or incentivize Option-Writer / Swing-Nikita to post asks). Fleet-level gap, not fixable in LP-Maker's CLAUDE.md."},{"scope":"agent","title":"No inventory-restoration wake trigger β€” up to 90-min latency on ask re-posting","detail":"When a bid fill restores ETH or sNVDA inventory on-chain, the LP discovers it only on the next scheduled or price-guard wake (up to 90 min). This is a measurable delay in ask-side liquidity restoration.","fix":"Add balance-delta polling in the watch loop: if readBalance shows ETH or sNVDA balance increased vs last-wake snapshot, fire immediately to re-quote dark asks."},{"scope":"agent","title":"Token spend $71.39/5h (43.8% of pool) for predominantly 0-fill maintenance wakes","detail":"190 wakes, 135 deals = 0.71 deal/wake. w174 (0 TXs), w177 (4 TXs, 0 fills), w179 (2 TXs, 0 fills) each cost ~$0.95 for book-keeping. At avg_gap_min=41 and 43.8% of the token pool consumed, this is the fleet's largest per-agent token burn despite being structurally limited to 10/12 quoting surface.","fix":"Lengthen the fallback window to 120 min when both ETH+sNVDA asks are confirmed dark (no inventory to restore); shorten only when a bid fill event occurs. This halves the maintenance-wake frequency during inventory drought."},{"scope":"core","title":"PID-race root cause unconfirmed (w173b: 'investigate why two wakes ran simultaneously')","detail":"W173b produced 6 spurious cancels. The mechanical fix (writeFileSync current.pid at startup) is present in w178 script, and no repeat occurred in w174–w179. However, the investigation log ('PID lock should prevent… investigate why') suggests the cause was not definitively identified β€” only mitigated","fix":"Audit SDK wake-watch.js PID-lock logic for the race window between armWatcher() and the first PID file write; confirm the writeFileSync at line 1 of the agent script closes the gap before calling it resolved."},{"scope":"agent","title":"newMatches false-positive on unfillable high-spread intents (w178: 0x64Aa #1997 at +181bps)","detail":"The intent filter catches FILLABLE symbols but not price; a +181bps ask is not fillable at LP mid-spread yet still triggered a wake. Low severity but contributes to token burn.","fix":"Add a spread-threshold filter in newMatches: skip intents where ask bps > LP's max-spread (e.g., >100bps above oracle) to reduce false-positive fires."}],"assessment":"No repeat of the w173b PID-race; BTC ask restored after w178 fill, but ETH ask (dark 10+ wakes) and sNVDA ask (dark 14+ wakes) remain offline from inventory depletion. With 0 sNVDA sellers anywhere on the 21-intent book and ETH bids unmet, these dark slots will persist until the fleet produces sellers β€” a structural fleet-level problem, not an LP fault. At $71.39 in 5h (43.8% of pool) mostly on 0-fill maintenance wakes, token efficiency is the agent-level lever."},"overBudget":{"pct":43.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":172,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":164,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":734}},"verdict":{"summary":"w102–w109 (through 06-14T22:31 Saturday) all holds on edge discipline: #1827 sMSFT at βˆ’15pp, #1916 sNVDA sub-3pp. No new BinaryBet appeared since w109 (149 min ago) β€” watcher would have fired immediately on any new post. Critical new finding: the hardcoded 15h fallback set at Saturday 22:31 UTC fires at Sunday 13:31 UTC (today), NOT Monday 13:30 UTC as the i","badge":"ALIVE, WRONG FALLBACK DAY","confidence":"high","bottomLine":"No new BinaryBet since w109; both visible binaries (#1827 βˆ’15pp, #1916 sub-3pp) still below the 3pp edge floor β€” holds are correct. But the 15h hardcoded fallback fires Sunday 13:31 UTC (nextFallbackMin=749 from now + 149 elapsed = 898 min β‰ˆ 15h from Saturday 22:31), missing Monday equity open by ~24h.","rootCause":{"class":"counterparty-starved","evidence":"21-intent book: only #1827 (sMSFT<$420, βˆ’15pp taker edge) and #1916 (sNVDA>$195, sub-3pp taker edge) visible as binaries; 0 sNVDA sellers fleet-wide per Step-1; Bear-Yosher and Polymarket-Ljuba are the two historical binary counterparties but neither posted a fresh binary since w109"},"reasoningRead":"Sound β€” edge-floor discipline (β‰₯3pp) consistently applied; holds on #1827 (βˆ’15pp) and #1916 (sub-3pp) are both correct. The agent is solving the right problem. The failure is not in reasoning but in wake-script date arithmetic: sound execution of the mission, wrong fallback calendar.","wakeTriggers":["New BinaryBet posted on the book (60s poll, fires immediately)","MISSING: Monday 13:30 UTC equity open β€” fallback set at Saturday 22:31 + 15h = Sunday 13:31, not Monday; correct offset is ~39h"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Historical binary maker (custom live deal confirmed); directional BTC/ETH-down + tech-equity-up BinaryBet poster","available":"ok, 18 deals, health ok β€” no fresh binar"},{"agent":"polymarket-ljuba","fit":"yes","why":"Historical binary counterparty (custom live deal); posts BinaryBets priced off Polymarket distribution","available":"ok, 4 deals β€” no fresh binary since last"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes Options not BinaryBets; same underlying instruments (sNVDA, sMSFT) but wrong template β€” not a direct binary source","available":"ok, 26 deals"},{"agent":"vulture-andrew","fit":"no","why":"Competing taker of near-decided binaries; not a maker source for mimic-ljuba","available":"ok, 46 deals"}],"reliableCounterparties":1,"missedOpportunities":"None: no new BinaryBet posted since w109; the two visible binaries (#1827 βˆ’15pp, #1916 sub-3pp) both correctly rejected on the 3pp floor. Watcher fires on new posts, so miss detection is accurate.","wakeScript":{"wellReasonedForMission":false,"good":["Fires immediately on any new BinaryBet (60s poll) β€” correct for a reactive taker mission","Baseline-then-fire pattern avoids false trigger on first read","isBinaryBet filter is tight (kind=unknown AND template=BinaryBet) β€” no spurious wakes on swaps"],"lacking":["Fallback hardcoded to 15h regardless of current weekday: 15h from Saturday 22:31 = Sunday 13:31, not Monday 13:30 as the comment states β€” markets closed Sunday","No dynamic time-to-next-market-open calculation; comment says 'Monday 13:30 UTC' but the math assumes watcher is always armed on Sunday evening","seen set grows unbounded and never resets β€” if an expired intent is re-listed with the same ID, it will be skipped (seenIntentIds dead-zone risk)"],"suggestedChange":"Replace `fallbackMs: 15 * 60 * 60_000` with a dynamic computation of milliseconds from now to the next weekday 13:30 UTC (checking current UTC day at arm-time), so the fallback correctly targets Monday regardless of which evening the watche"},"issues":[{"scope":"agent","title":"Fallback 15h hardcode lands Sunday 13:31, not Monday 13:30","detail":"w109 at 06-14T22:31 (Saturday) + 15h = 06-15T13:31 (Sunday). nextFallbackMin=749 confirms this (149 elapsed + 749 remaining = 898 min β‰ˆ 15h). The inline comment 'Monday 13:30 UTC' was written assuming the watcher is set Sunday evening β€” the same weekday confusion bug flagged in rebalancer-lior. Agen","fix":"Dynamically compute fallbackMs = ms until next Monday (or next weekday) 13:30 UTC from Date.now() at watcher-arm time. A fixed-offset approach is only safe when the watcher always arms at a predictable weekday/time."},{"scope":"agent","title":"seen set never resets β€” potential dead-zone on re-listed intents","detail":"If an intent ID is re-used or an expired binary is re-posted under the same ID, it will be permanently suppressed in the seen set. Low-probability but cumulative risk over 127 wakes.","fix":"Bound the seen set to a rolling window (e.g., last 200 intent IDs) or reset it on each fallback wake."}],"assessment":"No new BinaryBet since w109; both visible binaries (#1827 βˆ’15pp, #1916 sub-3pp) still below the 3pp edge floor β€” holds are correct. But the 15h hardcoded fallback fires Sunday 13:31 UTC (nextFallbackMin=749 from now + 149 elapsed = 898 min β‰ˆ 15h from Saturday 22:31), missing Monday equity open by ~24h."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.69,"realizedPnl":3.7,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":194,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":122,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":362}},"verdict":{"summary":"13+ consecutive correct holds (w32–w44) continue unchanged; portfolio at passive ATH $104.15 (USDC ~41%, SSV ~50%, BTC ~8%). 107 min since w44 with no watcher fire confirms crypto gaps remain below 2pp β€” the agent is correctly dormant, not stuck. One live bug identified in the wake script: MARKET_OPEN_MS is hardcoded to 2026-06-15T13:30:00Z (Sunday) β€” US mar","badge":"CORRECT HOLD, WATCHER BUG","confidence":"high","bottomLine":"Momentum is correctly sitting out a structurally compressed market (13 holds, max gap 1.06pp vs 2pp threshold); no deal since w31 is the market's fault, not the agent's. One concrete fix needed before 13:30Z today: MARKET_OPEN_MS points to Sunday, so the equity-universe trigger fires into closed markets.","rootCause":{"class":"structural","evidence":"Max intra-session crypto gap 1.06pp at w44 (ETH vs BTC on 6h); dual-confirm rule requires both fast AND slow β‰₯2pp; 13 consecutive wakes without threshold breach; US equity markets closed Sunday, excluding sAAPL/sNVDA/sMSFT from the universe"},"reasoningRead":"Sound and solving the right problem. The dual-confirmation rule (fast AND slow β‰₯2pp) correctly filtered all 13 sessions of noise β€” w39's 1.73pp fast signal was held because slow didn't confirm. The watcher measures relative divergence from a dynamic baseline (not hardcoded prices or absolute per-asset moves), which is the correct decision variable for momentum. The two-stage filter (coarse watcher","wakeTriggers":["crypto gap β‰₯2pp intra-wake from dynamic first-poll baseline (BTC/ETH/SSV)","US market open 13:30 UTC Jun 15 β€” BUGGY: this is Sunday; markets open Monday Jun 16","8h fallback ~07:17 UTC Jun 15"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 7 visible settled deals; deep delivered-swap inventory on BTC/ETH/SSV; fills any momentum rotation immediately","available":"armed, 135 lifetime deals, hub of networ"},{"agent":"vulture-andrew","fit":"maybe","why":"1 deal settled historically; opportunistic taker that may cross on mispriced rotations","available":"ok, 46 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 deal settled; directional overlap possible when Lior is rebalancing into an asset momentum-nikita is rotating out of","available":"armed, scheduled ~13:30Z today (also has"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher has not fired in 107 min since w44, confirming no gap β‰₯2pp has appeared; LP-Maker's resting crypto bids exist but no trigger condition was met","wakeScript":{"wellReasonedForMission":true,"good":["Measures relative divergence (leader ret minus runner-up ret) from dynamic first-poll baseline β€” the exact decision variable for momentum, not misleadable by fl","Dynamic baseline captured on first poll; no hardcoded price literals","Correctly excludes frozen equities while US markets are closed","90-second poll cadence fits a momentum agent (not over-polling, not missing fast moves)","8h fallback prevents indefinite sleep; deadline is passed into runWatchLoop correctly"],"lacking":["MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') is Sunday β€” US equity markets are closed; will fire a spurious equity-expansion wake at ~13:30Z today","Watcher gap is from intra-wake baseline only; the LLM applies multi-timeframe dual-confirm on wake β€” this is correct but the two-stage relationship is undocumen"],"suggestedChange":"Replace the hardcoded MARKET_OPEN_MS literal with a next-weekday-13:30Z calculation (skip Saturday/Sunday) so the equity trigger always resolves to a real market open. Correct target for this cycle: 2026-06-16T13:30:00Z. Rebalancer-lior has"},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS hardcoded to Sunday 2026-06-15T13:30:00Z","detail":"The wake script fires the equity-universe expansion trigger at 13:30 UTC today (Sunday June 15), when US equity markets (sAAPL/sNVDA/sMSFT) are closed and won't reopen until Monday June 16 13:30Z. At 13:30Z today the agent will wake, try to evaluate sAAPL/sNVDA/sMSFT momentum, likely find stale/froz","fix":"Compute next market open dynamically: advance from now to the next weekday at 13:30Z (getDay() ∈ {1..5}, skip 0=Sun and 6=Sat). For this cycle the correct literal is 2026-06-16T13:30:00Z. Consider a shared sdk/scripts/next-market-open.ts that both momentum-nikita and rebalancer-lior can import."}],"assessment":"Momentum is correctly sitting out a structurally compressed market (13 holds, max gap 1.06pp vs 2pp threshold); no deal since w31 is the market's fault, not the agent's. One concrete fix needed before 13:30Z today: MARKET_OPEN_MS points to Sunday, so the equity-universe trigger fires into closed markets."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":161,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":241,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":202}},"verdict":{"summary":"seenIntentIds dead-zone confirmed a second consecutive miss: the ETH call (strike $1,741.73, 0.12 USDC, ~24 min expiry at Step-1 time) was already on the book when the watcher re-armed after w35 (06-14T21:19, 226 min ago), so it was seeded into seenIntentIds on first poll and the watcher never fired. The option has now expired. Pattern is identical to the pr","badge":"ALIVE, DEAD-ZONE BUG","confidence":"high","bottomLine":"The ETH call at $1,741.73 / 0.12 USDC expired unseen β€” exactly as last summary predicted. Two confirmed near-expiry misses in two consecutive summary cycles, both caused by the same seenIntentIds dead-zone in the watcher. The fix is one branch: after seeding seenIntentIds, immediately fireWake if any seeded option has <2h remaining.","rootCause":{"class":"toolchain-blocked","evidence":"Wake script seeds seenIntentIds on first loop iteration and returns without firing β€” any option already on the book at that moment is permanently invisible until it expires. Confirmed miss #1: ETH call $1,740.25 / 0.16 USDC (w35, 06-14T21:19). Confirmed miss #2: ETH call $1,741.73 / 0.12 USDC (Step-"},"reasoningRead":"Within-wake reasoning is sound and disciplined β€” w31–w35 show correct edge-bar evaluation (rejected #1924 for 40Γ— overpriced premium at w31; rejected #1924 again at w35 for sub-threshold premium AND sub-4h expiry). But the watcher is solving the wrong problem: it detects *new arrivals* only, while the profitable opportunities are *near-expiry options already on book* β€” the exact class the dead-zon","wakeTriggers":["new audited ETH/BTC Option intent appears that was NOT in seenIntentIds at last poll","6h fallback (FALLBACK_MS = 6 * 3600_000)","MISSING: urgency trigger for near-expiry (<2h) options already seeded into seenIntentIds at watcher-start"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole ETH/BTC option writer on the fleet; all 5 lifetime deals vs 0x57F8…B0ff; currently posting ETH calls (confirmed: $1,741.73 on book at S","available":"alive, health ok, 26 deals, actively pos"}],"reliableCounterparties":1,"missedOpportunities":"ETH call strike $1,741.73 / 0.12 USDC (~24 min expiry at Step-1 orientation, now expired) β€” on book at w35 re-arm, seeded into seenIntentIds, watcher never fired. Prior miss: ETH call $1,740.25 / 0.16 USDC at w35 (06-14T21:19). Both were near-expiry options from the agent's only active counterparty; both expired unseen. Two missed opportunities in two observation cycles.","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence is appropriate β€” fast enough to catch new ETH/BTC option posts","Template hash filter (0xb3d66f…) plus ETH/BTC asset guard prevents off-mission fires on swaps or equity options","6h fallback guarantees the agent eventually wakes even when no new option appears"],"lacking":["seenIntentIds dead-zone: first loop iteration seeds the set and returns β€” options already on book are permanently invisible until they expire or the 6h fallback","No expiry-urgency branch: a near-expiry option (24 min left) is indistinguishable from a long-dated one inside seenIntentIds β€” both silently expire","6h fallback is far too long when profitable options have 30–90 min expiry windows; the fallback is the only rescue, and it arrives hours too late"],"suggestedChange":"In the seenIntentIds=null branch (first loop iteration), after seeding the set, check if any seeded option has <2h remaining (use i.expiry or equivalent field) β€” if so, call fireWake() immediately with an urgency label instead of returning."},"issues":[{"scope":"agent","title":"seenIntentIds dead-zone: near-expiry options expire unseen, two confirmed misses","detail":"On every watcher start (post-wake), the first loop iteration seeds seenIntentIds with all currently open audited ETH/BTC options and returns without firing. Any option in that initial set β€” including one with 24 min left β€” is never surfaced until the 6h fallback, by which point it has expired. Confi","fix":"After seeding seenIntentIds (the `if (!seenIntentIds)` branch), before returning, check `auditedOptions.some(i => i.expiryMs - Date.now() < 2 * 3600_000)` β€” if true, call `fireWake('urgency: near-expiry audited Option already on book')` instead of returning. Also consider reducing fallback from 6h t"}],"assessment":"The ETH call at $1,741.73 / 0.12 USDC expired unseen β€” exactly as last summary predicted. Two confirmed near-expiry misses in two consecutive summary cycles, both caused by the same seenIntentIds dead-zone in the watcher. The fix is one branch: after seeding seenIntentIds, immediately fireWake if any seeded option has <2h remaining."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":5869739,"w5Usd":1.78,"w5PctPool":2.3,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":991373,"w7Son":4291954,"hourly":[0.86,0.54,0,0.02,0.36,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":2,"balanceUsd":97.34,"realizedPnl":-10.66,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":167,"wakes":18,"firstWakeMs":1781445671878,"lastWakeMs":1781483567000,"ageMin":47,"lastWhy":"Disciplined repricing: lower premium when unfilled (never raise). Empirical evidence shows 2%+ not attracting buyers. sN","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781486879399,"watching":"intent 1993 acceptBy (~56 min) or intent 1994 expires (~57 min); watch for either to resolve","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":8}},"verdict":{"summary":"W11 mistrade (-11.73 USDC) corrected in w12 (sold sAAPL 23.12 USDC, deals 173–174). Since last summary: 30% option sleeve repriced ETH call three times (3%β†’2%β†’1.5% premium, w14β†’w17) with zero fills; current live intents are 1993 (ETH call, 1.5%, ~24 min left) and 1994 (sNVDA buy, +0.5% oracle, 10 USDC). No new deals since w12. Both open positions are counter","badge":"DISCIPLINED REPRICING","confidence":"medium","bottomLine":"No deals since w12 correction; both live intents (1993 ETH call 1.5% / 1994 sNVDA buy 10 USDC) are counterparty-starved, not mispriced. sNVDA drought is fleet-structural (0 sellers on 21-intent book); ETH call clearing depends on Option-Taker-Matheus waking in the next ~24 min β€” it is 224 min overdue. Agent logic is correct; the market is the blocker.","rootCause":{"class":"counterparty-starved","evidence":"Intent 1994 (sNVDA buy, 10 USDC): 0 sNVDA sellers on 21-intent fleet book despite 3 buyer agents (~32 USDC combined bids). Intent 1993 (ETH call, 1.5%): Option-Taker-Matheus last woke 224 min ago, already past its nextFallbackMin=219; 3 prior reprices (3%β†’2%β†’1.5%) all unfilled; no other fleet agent "},"reasoningRead":"Sound and on-mission. ETH call repricing (empirical: lower when unfilled, never raise) is disciplined and correct. W15 sNVDA diagnosis ('supply gap not pricing gap') is accurate given the fleet context. W18 'no trades, let intents run' avoids churn correctly. One forward flag: after 3 unfilled option reprices, if intent 1993 also expires, the agent should assess whether any ETH call premium clears","wakeTriggers":["intent 1993 (ETH call) resolves (fill or expiry) β€” polled every 60s via readIntent","intent 1994 (sNVDA buy) resolves (fill or expiry) β€” polled every 60s via readIntent","55-min fallback (~23 min remaining) β€” covers both intent deadlines","MISSING: no trigger on Option-Taker-Matheus posting a new buy (can't know when taker becomes available)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of last 9 swap deals; primary liquidity hub for 70% engine's next rebalance swap once current intents resolve","available":"active β€” 135 lifetime deals, health ok"},{"agent":"option-taker-matheus","fit":"yes","why":"sole fleet agent that buys ETH/BTC options; 1.5% premium on intent 1993 may clear if it wakes before the ~24 min deadline","available":"overdue β€” last wake 224 min ago, past ne"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of last 9 swap deals; opportunistic taker for mispriced swaps but will not supply sNVDA or buy options","available":"active β€” 46 deals, health ok"},{"agent":"stacker-massimo","fit":"no","why":"also holds a live sNVDA buy bid (10 USDC); competing for the same scarce sNVDA supply, not a counterparty","available":"active β€” 6 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"none identifiable β€” 70% engine correctly waiting on sNVDA intent 1994; 0 sNVDA asks exist to take on the fleet book. Option sleeve has no active taker agents to miss an opportunity against.","wakeScript":{"wellReasonedForMission":true,"good":["Fires exactly when an intent resolves (fill or expire) β€” the only event that changes what the agent should do next","55-min fallback tightly calibrated to the ~56–57 min intent expiry windows at time of posting","Zero-LLM, no book dependency, clean 60s poll loop with explicit logging"],"lacking":["readIntent catch blocks leave intentOpen=false on error, so a transient read failure (network blip, belt init error) fires fireWake immediately β€” spurious wake,"],"suggestedChange":"In both catch blocks, set intent1993Open=true (resp. intent1994Open=true) to treat a read error as 'assume still open'; only a confirmed non-open status (status != 'open') should trigger fireWake."},"issues":[{"scope":"core","title":"sNVDA ask-side drought β€” fleet composition gap, not agent fault","detail":"LP-Maker (12 USDC), Stacker-Massimo (10 USDC), and Option-Writer (10 USDC) all hold live sNVDA buy bids (~32 USDC combined) with zero sNVDA sellers on the 21-intent fleet book. No fleet agent is configured to sell or supply sNVDA.","fix":"Add a sNVDA seller agent or configure LP-Maker to quote two-sided sNVDA (ask as well as bid) when it holds sNVDA inventory; alternatively direct Momentum-Nikita or Swing-Nikita to take sNVDA profits via asks when they hold long sNVDA."},{"scope":"agent","title":"readIntent error fires spurious wake","detail":"Both catch blocks in wake script leave intentOpen=false on any readIntent exception, causing fireWake to trigger on transient errors rather than genuine resolutions.","fix":"Set intentOpen=true in each catch block; treat read errors as 'assume still open' and continue polling."},{"scope":"agent","title":"ETH call sleeve may need pause threshold after 4 consecutive unfilled reprices","detail":"3 reprices (3%β†’2%β†’1.5%, w14–w17) all unfilled. If intent 1993 also expires (4th consecutive miss), continuing to re-post risks gas burn without signal that Option-Taker-Matheus is active or that any premium clears.","fix":"After 4 consecutive unfilled option posts, pause the option sleeve for 1–2 wakes; only resume when Option-Taker-Matheus shows a recent wake or a new option-buying agent appears on the fleet roster."}],"assessment":"No deals since w12 correction; both live intents (1993 ETH call 1.5% / 1994 sNVDA buy 10 USDC) are counterparty-starved, not mispriced. sNVDA drought is fleet-structural (0 sellers on 21-intent book); ETH call clearing depends on Option-Taker-Matheus waking in the next ~24 min β€” it is 224 min overdue. Agent logic is correct; the market is the blocker."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":1647807,"w5Usd":1.16,"w5PctPool":0.7,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":1647807,"w7Son":17935576,"hourly":[0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":188,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":185,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1257}},"verdict":{"summary":"w57 (22:14 UTC Jun14) closed the sAAPL saga and posted two maker binaries: #1827 sMSFT<$420 (79.94%) and #1916 sNVDA>$195 (77.93%). Now 170 min resting, nextFallbackMin=1272 (~21h out, fires ~22:15 UTC Sun Jun15). ALIVE, no errors. The open question from last run is confirmed: the wake script has NO price-drift trigger β€” sNVDA sliding below $195 on Monday op","badge":"ARMED NO PRICE GUARD","confidence":"high","bottomLine":"Agent is alive and correctly patient on the taker side (0 mispriced opps per w53, correctly declining <3% edge swaps). The real risk is structural: its sNVDA>$195 maker binary (#1916, $7 USDC at risk) has no oracle price trigger in the wake script β€” a gap-down on Monday open would run undetected until the 22h fallback fires ~9h later. With sNVDA at $205.10 (4.9% buffer) and the entire fleet showing zero sNVDA sellers, the binary faces both market risk and zero exit liquidity.","rootCause":{"class":"counterparty-starved","evidence":"4 settled deals total (1 swap ↔ LP-Maker, 1 custom ↔ Mimic-Ljuba). Fleet: 21-intent book, 0 sNVDA sellers β€” no counterparty to take the bear-side of #1916 (sNVDA<$195). w53 confirmed 0 takeable mispriced opps and all directional swaps <1% edge. Maker binaries simply have no takers; this is a thin-bo"},"reasoningRead":"Sound and disciplined on the taker side β€” correctly refusing swaps below MIN_EDGE 3% and passing when Polymarket distribution data is unavailable. The sAAPL exit was patient and executed cleanly (exit fill at w56, capital redeployed into #1916 at w57). Solving the right problem for the taker mission. The gap: maker fallback binaries are posted without any monitoring of whether the strike remains s","wakeTriggers":["Own intent #1827 or #1916 resolved (filled or expired)","New BinaryBet or Option intent appears on the open book","24h fallback (~22:15 UTC Sun Jun15)","MISSING: price oracle check β€” sNVDA approaching or crossing $195 strike goes undetected between wakes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"1 settled swap; primary swap counterparty, deep inventory, always on","available":"alive, 14/16 recent deals β€” hub"},{"agent":"mimic-ljuba","fit":"maybe","why":"1 settled custom deal; directional mimic could take a binary the agent posts","available":"18 deals, health ok"},{"agent":"bear-yosher","fit":"maybe","why":"bears crypto/tech β€” could be sNVDA bear (take the short side of #1916) but no confirmed interaction","available":"18 deals, health ok"},{"agent":"stacker-massimo","fit":"no","why":"holds live sNVDA buy-bid (~10 USDC) β€” same direction as #1916, not a counterparty","available":"6 deals, but competing buyer not taker"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. w53 logged 0 takeable opps and <1% edge on all swaps; w52 likewise. Fleet's 21-intent book has 0 sNVDA sellers. The agent's taker logic correctly passed. No evidence of a missed fill.","wakeScript":{"wellReasonedForMission":false,"good":["Watches own intent resolution (fills + expiry) β€” correct; taker opps vanish when intent resolves","Fires on any new BinaryBet/Option intent β€” directly serves primary taker-first mission","24h fallback is appropriate for a patient 162-min avg-gap agent","Zero-LLM, PID-tracked, baseline-seeded (skips first poll to avoid stale-set fire)"],"lacking":["No price-oracle trigger for open maker positions: if sNVDA crosses $195 between wakes the agent is blind for up to 22h","No differentiation between a 'new intent worth taking NOW' vs 'new intent that's still coin-flip' β€” fires on any new binary, which may produce wasted wakes on u","24h fallback on a Sunday means next spontaneous check is ~22:15 UTC Sun; Monday market open is ~13:30Z Mon β€” 9h of unmonitored price drift before second look"],"suggestedChange":"Add a price-oracle poll inside the watch loop: if sNVDA < $198 (3% above strike) fire immediately β€” gives the agent a chance to cancel #1916 or re-evaluate before damage is done. A single `readOracle('sNVDA')` call per loop iteration costs "},"issues":[{"scope":"agent","title":"Wake script blind to price drift on open maker binary #1916","detail":"sNVDA>$195 binary (#1916, $7 USDC at stake, expiry Jun19 20:00Z) has no price monitoring. sNVDA at $205.10 (~4.9% above strike) but fleet shows structural ask-side drought and zero exit liquidity. A gap-down on Monday open goes undetected until the 22h fallback fires (~22:15Z Mon), by which point th","fix":"In `current.ts` watch loop, add `const price = await readOracle('sNVDA'); if (price < 198) fireWake('sNVDA approaching $195 strike');` β€” 3% buffer gives one wake to decide before crossing."},{"scope":"agent","title":"Maker binary fallback posts without exit/hedge path","detail":"Mission is taker-first; maker binary is a 'nothing mispriced' fallback. But once posted, there's no cancel logic or exit plan in the agent's recorded reasoning. If the position goes against it (sNVDA < $195 by Jun19), the $7 USDC is lost with no documented stop.","fix":"Add a strike-proximity cancellation rule to CLAUDE.md: if oracle < strike + 5% within 48h of expiry, cancel maker binary and reclaim USDC rather than riding to expiry."}],"assessment":"Agent is alive and correctly patient on the taker side (0 mispriced opps per w53, correctly declining <3% edge swaps). The real risk is structural: its sNVDA>$195 maker binary (#1916, $7 USDC at risk) has no oracle price trigger in the wake script β€” a gap-down on Monday open would run undetected until the 22h fallback fires ~9h later. With sNVDA at $205.10 (4.9% buffer) and the entire fleet showing zero sNVDA sellers, the binary faces both market risk and zero exit liquidity."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.3,"realizedPnl":2.3,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":215,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":215,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":790}},"verdict":{"summary":"w48 (06-14T21:44Z) 'corrected' the watcher date from 06-16 to 06-15, labeling 06-15 as 'Monday' β€” but June 15 is Sunday; 06-16 was the correct Monday. Watcher is now armed to fire at 13:30Z today (Sunday), hardcoded in current.ts as `new Date('2026-06-15T13:30:00Z')`. When it fires, the agent will almost certainly detect closed markets (it correctly identifi","badge":"SUNDAY MISFIRE ARMED","confidence":"high","bottomLine":"Wake script hardcodes `2026-06-15T13:30:00Z` as 'Monday stock open' but June 15 is Sunday β€” US markets are closed. Agent will fire (~13:30Z or 14:30Z fallback), detect closed markets as it did in w48, and must re-arm a 4th time. Each misfire costs ~0.65 USD; the actual Monday target (06-16T13:30Z) was the original date w48 overwrote.","rootCause":{"class":"off-mission","evidence":"current.ts line 7: `const MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z')` β€” June 15 2026 is Sunday; w48 log confirms 'fixed watcher date 2026-06-16β†’2026-06-15' but 06-16 was the correct Monday; nextFallbackMin=805 from ~01:05Z = fires ~14:30Z Sunday, also wrong"},"reasoningRead":"Sound reasoning on the trade itself (trim sMSFT +1.52pp β†’ DCA BTC -1.65pp is correct DCA logic) but solving the wrong day. The date mislabel in w48 is a compounding error: agent correctly identified Sunday at 21:44Z, then wrote a watcher targeting Sunday 13:30Z labeled 'Monday'. The weekday check is downstream (in agent CLAUDE.md), so the watcher fires correctly per its own logic β€” the bug is that","wakeTriggers":["watchLoop every 5 min: fires when Date.now() >= 2026-06-15T13:30:00Z (today at 13:30Z, Sunday)","fallback at 2026-06-15T14:30:00Z (also Sunday, nextFallbackMin=805 confirms ~14:29Z)","MISSING: day-of-week validation before arming β€” watcher should compute next NYSE open dynamically, not hardcode a date the agent mislabeled"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Delivered swap hub (135 lifetime deals); will absorb sMSFT sell and BTC buy at oracle mid","available":"awake, 14/16 recent deals"},{"agent":"momentum-nikita","fit":"yes","why":"Historical BTC counterparty (1 settled deal on record); rotates into momentum assets","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Holds live sNVDA/sAAPL/sMSFT bids; could take the sMSFT sell side","available":"ok, 10 USDC live bid"}],"reliableCounterparties":1,"missedOpportunities":"None since w45 BTC fill (06-10T23:41Z) β€” stocks have been closed and no USDC available for crypto-only rebalance; 0 open intents. No missed opportunities attributable to the agent; the gap is calendar (weekend closure) not agent fault.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on a specific market-open timestamp rather than polling the book β€” correct for a patient DCA agent","5-min poll cadence is appropriate (not sub-minute)","Has a fallback (14:30Z) so it doesn't hang forever","Zero-LLM watcher; can't accidentally fire on 'book non-empty'"],"lacking":["Hardcodes `2026-06-15` as the target date, which is Sunday β€” agent mislabeled the day in w48 and baked the error into current.ts","No day-of-week guard: if date arithmetic is wrong again, the script silently fires on a closed-market day","FALLBACK_MS computed at script-write time (06-14T21:44Z) so it correctly targets 14:30Z Sunday β€” but Sunday 14:30Z is also wrong","Label string says 'Monday 2026-06-15T13:30Z' β€” self-contradictory (June 15 is Sunday)"],"suggestedChange":"Replace hardcoded `2026-06-15T13:30:00Z` with a function that computes the next NYSE weekday open from `Date.now()` (skip Saturday/Sunday, add 1-2 days as needed), so a mislabeled day can never survive into the watcher. This one change elim"},"issues":[{"scope":"agent","title":"Watcher hardcodes Sunday as 'Monday' market open β€” will misfire at 13:30Z today","detail":"current.ts targets `2026-06-15T13:30:00Z` (Sunday); w48 log shows agent 'corrected' 06-16β†’06-15 believing it was fixing an error, but 06-16 was the correct Monday. Fallback at 14:30Z is also Sunday. Agent will wake, detect closed market, re-arm a 4th time (~0.65 USD wasted).","fix":"Before 13:30Z Sunday: manually re-arm watcher targeting `2026-06-16T13:30:00Z` (actual Monday). Longer-term: replace hardcoded date with `nextNYSEOpen()` helper that computes from current timestamp, so weekday confusion can't recurse."},{"scope":"agent","title":"No day-of-week validation in wake-script date arithmetic","detail":"Three consecutive wakers (w46 approval, w47 wait, w48 'fix') all targeted incorrect market-open times. Root pattern: the agent computes a date string and writes it to current.ts without validating the resulting weekday.","fix":"Add a `assert(new Date(MARKET_OPEN_MS).getUTCDay() !== 0 && !== 6, 'arming on weekend')` guard in current.ts generation, or use a `nextWeekdayOpen()` utility so the check is structural, not manual."}],"assessment":"Wake script hardcodes `2026-06-15T13:30:00Z` as 'Monday stock open' but June 15 is Sunday β€” US markets are closed. Agent will fire (~13:30Z or 14:30Z fallback), detect closed markets as it did in w48, and must re-arm a 4th time. Each misfire costs ~0.65 USD; the actual Monday target (06-16T13:30Z) was the original date w48 overwrote."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":6,"openIntents":1,"balanceUsd":100.38,"realizedPnl":0.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":210,"wakes":52,"firstWakeMs":1780948343000,"lastWakeMs":1781485277000,"ageMin":19,"lastWhy":"Bid 1833 correctly priced at oracle+0.5% ($206.13), drift 0% < 0.5% threshold. Nothing to sweep, nothing to refresh.","repeatWakes":45,"avgGapMin":175,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781488087586,"watching":"intent 1833 fill/expiry | sNVDA sell ≀12 USDC | oracle drift >0.5%","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":28}},"verdict":{"summary":"w43–w50 (19:28–01:01): 12 consecutive no-action wakes. Bid #1833 posted at $206.13 (oracle+0.5% of $205.10 base), drift 0% all 8 wakes since re-post β€” has NOT drifted. sNVDA ask-side structurally absent: 0 sellers across 21-intent book, Vulture-Andrew's 6 open intents confirmed as sMSFT/sAAPL/BTC/ETH/SSV (zero sNVDA supply from any agent). Portfolio unchange","badge":"sNVDA drought holds","confidence":"high","bottomLine":"w50 (01:01) adds the 12th consecutive no-action wake; bid #1833 is stable at $206.13, drift 0%, 10 USDC locked. The sNVDA ask-side is structurally absent β€” zero sellers on the 21-intent book confirmed across Vulture-Andrew (sMSFT/sAAPL/BTC/ETH/SSV only), LP-Maker (buyer side), and Option-Writer (also a buyer). Agent is healthy and well-reasoned; this is the market's problem, not the agent's.","rootCause":{"class":"counterparty-starved","evidence":"0 sNVDA sellers on 21-intent book across w43–w50; LP-Maker ($12 USDC bid), Stacker ($10 USDC), Option-Writer ($10 USDC) all holding live sNVDA buys = ~32 USDC demand vs 0 supply. Vulture-Andrew's 6 open intents: sMSFT/sAAPL/BTC/ETH/SSV β€” no sNVDA."},"reasoningRead":"Sound and solving the right problem. Each wake (w44–w50) correctly checks: (1) is #1833 still live and on-price? Yes β€” drift 0%, ~5–6h TTL remaining at post. (2) Is there a takeable sNVDA sell ≀oracleΓ—1.01 and ≀12 USDC? No. (3) Does anything need refreshing? No. The logic is disciplined triage, not churn. consecutive_misses counter appeared at w47 (=1) but was omitted from w48–w50 logs β€” this is c","wakeTriggers":["intent #1833 fill or expiry (ownIntentResolved)","oracle drift >0.5% from hardcoded $205.10 post-base","new sNVDA sell intent (posterGives=sNVDA, posterWants=USDC) ≀12 USDC and ≀oracleΓ—1.01 β€” via newMatches on seenIntents","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"LP-Maker is posting sNVDA buy-bids (same side as Stacker); 14/16 recent deals are as liquidity provider on swaps β€” not a sNVDA seller","available":"active, armed"},{"agent":"vulture-andrew","fit":"maybe","why":"Could opportunistically post a sNVDA sell if it spots a mispriced bid, but its 6 live intents are sMSFT/sAAPL/BTC/ETH/SSV β€” no sNVDA supply ","available":"active, armed"},{"agent":"option-writer-matheus","fit":"no","why":"Also holding a live sNVDA buy-bid (~10 USDC) β€” same demand side, not supply","available":"active, armed"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could sell sNVDA if its target portfolio underweights it on a rebalance pass, but no evidence of current sNVDA sell intent","available":"armed, scheduled ~13:30Z β€” equity market"}],"reliableCounterparties":0,"missedOpportunities":"None β€” book has 21 intents with zero sNVDA posterGives=sNVDA entries. The watcher's isTakeableSnvdaSell filter would correctly find any that appeared; none have.","wakeScript":{"wellReasonedForMission":true,"good":["isTakeableSnvdaSell correctly guards direction (posterGives=sNVDA, posterWants=USDC) to prevent accidentally selling the accumulated stack when accepting","newMatches(seenIntents, ...) pattern fires only on genuinely new sell intents β€” avoids re-firing on stale book state every 60s","45-min fallback is appropriate for a patient accumulator that checks oracle drift independently","oracle drift guard (>0.5% from $205.10 base) ensures bid is refreshed if market moves while #1833 is live","ORACLE_BASE hardcoded at bid-post price is correct β€” it's the anchor for THIS bid's validity; a new watcher after resolution will reset it"],"lacking":["seenIntents initialization skip: on first loop pass, only populates the set without scanning existing intents β€” a sNVDA sell already on-book when the watcher ar"],"suggestedChange":"On seenIntents first-init, also run isTakeableSnvdaSell over existing intents and fireWake immediately if any qualify β€” closes the between-wake blind spot where a sNVDA sell posted while the watcher is looping would silently be skipped on t"},"issues":[{"scope":"agent","title":"sNVDA ask-side structurally absent: 3 buyers, 0 sellers","detail":"LP-Maker ($12), Stacker ($10), Option-Writer ($10) hold ~32 USDC in live sNVDA bids with zero sell-side on the 21-intent book for 8+ consecutive wakes. This is not an agent misconfiguration β€” no supply exists.","fix":"Recruit a sNVDA seller agent or configure Rebalancer-Lior / Swing-Nikita to post sNVDA sells when sNVDA is above their target weight. Until supply appears, Stacker's bid #1833 will expire unfilled."},{"scope":"agent","title":"seenIntents init skips existing on-book sNVDA sells","detail":"First loop pass sets seenIntents without checking existing intents; a sNVDA sell posted before watcher-arm would never trigger the watcher β€” only caught at the next agent wake.","fix":"In the seenIntents initialization block, also evaluate existing intents with isTakeableSnvdaSell and call fireWake if any match, before returning."}],"assessment":"w50 (01:01) adds the 12th consecutive no-action wake; bid #1833 is stable at $206.13, drift 0%, 10 USDC locked. The sNVDA ask-side is structurally absent β€” zero sellers on the 21-intent book confirmed across Vulture-Andrew (sMSFT/sAAPL/BTC/ETH/SSV only), LP-Maker (buyer side), and Option-Writer (also a buyer). Agent is healthy and well-reasoned; this is the market's problem, not the agent's."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":183,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":183,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":3121}},"verdict":{"summary":"Holdings unchanged at 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, zero crypto, no trades w34–w41 (8 straight no-ops). Prior gap: watcher blind to sNVDA/sAAPL sell signals. Key update this run: the 52h fallback is a backstop β€” the PRIMARY trigger is a hardcoded US market-open timestamp (2026-06-15T13:30:00Z, ~12h from w41) that WILL fire today; with 32 USDC of l","badge":"MARKET OPEN PENDING","confidence":"high","bottomLine":"Agent is alive and armed; the 52h/3136min nextFallbackMin is a backstop β€” the watcher fires at 2026-06-15T13:30Z (β‰ˆ12h from w41) on the US market-open condition. With 0.178 sNVDA held and 32 USDC of sNVDA bids pooled across 3 counterparties, a sNVDA sell deal is the most credible first trade in 8 wakes β€” contingent on sNVDA being β‰₯1.5% above its trailing avg at open. Between wakes the agent cannot detect real-time stock dislocations.","rootCause":{"class":"structural","evidence":"CRYPTO_AVGS in wake script (BTC=64136.58, ETH=1670.93, SSV=2.31) has no STOCK entries; watcher polls crypto prices every 60s for buy-dips but fires stock checks only via hardcoded market-open timestamp; agent holds sAAPL+sNVDA but cannot detect when either crosses +1.5% threshold between market-open"},"reasoningRead":"Sound directionally β€” correctly deferring stocks to market-hours, correctly flagging zero-inventory blocks on crypto sells (w39: 'SSV sell-strength blocked by zero inventory'). However, eight consecutive identical no-trade conclusions (w34–w41) with CRYPTO_AVGS pinned to w41 values suggests trailing averages are a static snapshot rather than a live rolling calc; if BTC/ETH have moved materially si","wakeTriggers":["Crypto buy-dip: BTC/ETH/SSV spot ≀ CRYPTO_AVGS[sym] Γ— 0.985 (60s poll loop)","US market open: Date.now() >= 2026-06-15T13:30:00Z β€” fires ~12h from w41, this is the primary next event","Fallback: 55h hardcoded backstop","MISSING: real-time sAAPL/sNVDA price polling β€” sell-dislocation signal for agent's actual equity holdings is invisible to watcher between market-open wakes"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"12 USDC live sNVDA bid; 135 deals, main liquidity hub; would accept an sNVDA sell at oracle","available":"ok"},{"agent":"stacker-massimo","fit":"yes","why":"10 USDC live sNVDA bid; accumulator mission aligns with buying sNVDA","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"10 USDC live sNVDA bid (portfolio rebalancer leg)","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"sAAPL buyer if rebalancer targets equities, but date/weekday bug (Sunday labeled Monday) may affect today's 13:30Z wake reliability","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable for stocks: watcher is blind to intraday sNVDA/sAAPL price moves between market-open triggers β€” if sNVDA spiked β‰₯1.5% above trailing avg at any point during Sunday's crypto session the agent had no mechanism to detect it. For crypto (buy-side): w34–w41 show no BTC/ETH buy-dips; SSV closest at +1.37% (w39/w40) but sub-threshold and zero inventory anyway β€” no clear missed opportunity th","wakeScript":{"wellReasonedForMission":true,"good":["Market-open timestamp trigger is correct β€” stocks are only tradeable during hours, so waking at session open is the right anchor","Real-time 60s crypto price polling for buy-dips fits the mission's buy-side on BTC/ETH/SSV","55h fallback ensures eventual wake; watcher armed with pidAlive=true confirms it is live","Zero-LLM, no spurious book-non-empty firing"],"lacking":["No STOCK_AVGS or real-time stock price polling: agent holds 0.06888 sAAPL + 0.178 sNVDA but watcher cannot fire on their sell-dislocations between market-open w","CRYPTO_AVGS hardcoded from w41 (BTC=64136.58, ETH=1670.93, SSV=2.31): stale baseline; if prices moved β‰₯1.5% and recovered since w41 the agent would have misfire","Market-open timestamp is a one-shot hardcoded value for 2026-06-15T13:30Z; after today's wake the new script must recompute and embed the next session open"],"suggestedChange":"Add STOCK_AVGS (sAAPL, sNVDA) to the wake script and poll their spot prices in the runWatchLoop during market hours, firing on sell-dislocation β‰₯1.5% above avg β€” mirrors the crypto buy-dip pattern on the equity sell side and turns the 32 US"},"issues":[{"scope":"agent","title":"Watcher blind to equity sell dislocations","detail":"sAAPL and sNVDA are the agent's only sellable non-cash assets (0.06888 + 0.178) but have no entries in the wake script's price-polling loop. The 32 USDC sNVDA bid pool (3 live counterparties) goes unfilled until the next market-open timestamp fires β€” any intraday spike is invisible.","fix":"Add STOCK_AVGS: { sAAPL: , sNVDA: } to the wake script; in runWatchLoop, guard on market hours (Date.now() >= MARKET_OPEN_MS && Date.now() < MARKET_CLOSE_MS) then poll stock prices and fireWake on dev >= +THRESHOLD. Mirror the crypto buy-dip pattern for the equity sell side."},{"scope":"agent","title":"CRYPTO_AVGS stale β€” static snapshot from w41","detail":"BTC=64136.58 / ETH=1670.93 / SSV=2.31 are pinned from 06-14T22:17Z. After 8 wakes without a trade the baseline may be materially off; the agent could miss a genuine dip or fire on a ghost signal.","fix":"Compute CRYPTO_AVGS as a rolling mean of the last N price samples fetched in the watch loop itself, rather than embedding a prior-wake snapshot into the script literal."}],"assessment":"Agent is alive and armed; the 52h/3136min nextFallbackMin is a backstop β€” the watcher fires at 2026-06-15T13:30Z (β‰ˆ12h from w41) on the US market-open condition. With 0.178 sNVDA held and 32 USDC of sNVDA bids pooled across 3 counterparties, a sNVDA sell deal is the most credible first trade in 8 wakes β€” contingent on sNVDA being β‰₯1.5% above its trailing avg at open. Between wakes the agent cannot detect real-time stock dislocations."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":185,"msgs":3614,"total":210032551,"totalUsd":118.51,"w5":12615048,"w5Usd":9.4,"w5PctPool":5,"w7":210032551,"w7Usd":118.51,"w7PctPool":8.8,"w5Son":12615048,"w7Son":152507921,"hourly":[0.61,5.27,2,0.75,0.77,1.75,1.04,1.36,3.03,8.35,6.99,7,0.78,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:22:57.419Z","tokens":1270665,"usd":1,"msgs":22}},"onchain":{"deals":46,"openIntents":4,"balanceUsd":101.82,"realizedPnl":1.81,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":199,"wakes":182,"firstWakeMs":1780945920000,"lastWakeMs":1781485560000,"ageMin":14,"lastWhy":"2008 dropped below 1% floor. Already awake β€” cancelled and reposted to restore floor discipline.","repeatWakes":144,"avgGapMin":50,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781488159837,"watching":"16 intents, none takeable; soonestExpiry=1781486871; next poll 75s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":88,"nextFallbackMin":29}},"verdict":{"summary":"Agent ALIVE and active: armed=true, nextFallbackMin=37, last_wake 5 min ago, 6 bait-sells live (intents 2008-2012 + 1998). No new takes this cycle β€” w163/w164/w165 all report 0 takeable edges, so LP-Maker's fresh intents did NOT clear vulture's β‰₯1% edge threshold. Floor bug confirmed active: w165 shows SSV rival 2002 at 0.93% triggered a requote to exactly 1","badge":"FLOOR BUG LIVE","confidence":"high","bottomLine":"No LP-Maker intents cleared the β‰₯1% edge bar this cycle (3 consecutive wakes: 0 takeable edges). The floor constraint did cause missed bait-sell competitiveness: w165 shows SSV rival at 0.93% arrived and vulture requoted to exactly 1.00% floor β€” a tighter post at 0.94-0.99% could have captured takers instead. Both the floor and the concurrent-wake bug remain unpatched after 181 wakes.","rootCause":{"class":"maker-only","evidence":"6 bait-sells live, 0 takeable edges across w163/w164/w165; SSV rival intent 2002 at 0.93% undercuts vulture's 1.00% floor (w165), making vulture's bait sells second-choice for any taker. LP-Maker's fresh intents priced within book but below vulture's 1% take-floor this cycle."},"reasoningRead":"Sound on defensive mechanics (pre-expiry requote, floor discipline, false-positive filtering in w163). Solving the wrong problem on margin: the 1%-floor is treated as immutable gospel even when it demonstrably costs deals (w165 SSV rival at 0.93%). Agent correctly identifies the rival but refuses to adapt below the floor β€” this is disciplined reasoning locked to a suboptimal parameter.","wakeTriggers":["new takeable edge β‰₯1% (scan-edges, 30s poll)","check-my-quotes cancelCmds (erosion/undercut)","pre-expiry: 5 min before soonest intent expiry","2h hard fallback","MISSING: 30-35 min pre-expiry trigger β€” agent logic acts at 35 min (w164: 'within 35-min threshold') but watcher only fires at 5 min; the gap means 30-min requo"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 8 recent settled deals; primary take counterparty; posts high-volume swaps vulture can price against","available":"armed, hub of 14/16 recent fleet deals β€”"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 8 recent deals; posts Options and swaps that overlap vulture's take criteria","available":"ok, active"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 8 recent deals; fast CEX-feed agent posts binaries vulture can pick off when near-decided","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of 8 recent deals; rotational swap poster, less predictable timing","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"posts sNVDA/sAAPL/sMSFT bids; bait-sell overlap possible but stacker is a taker-first agent β€” may compete rather than complement","available":"ok, 6 deals"}],"reliableCounterparties":3,"missedOpportunities":"Floor constraint (1.00%) prevented competitive bait-sell pricing when SSV rival 2002 appeared at 0.93% (w165) β€” vulture requoted to exactly 1.00% rather than 0.94-0.99%, leaving it as second-choice for any taker approaching the SSV book. On the take side: no LP-Maker intents cleared β‰₯1% edge this cycle (confirmed 0 takeable edges across w163/w164/w165), so no take opportunities were missed by the ","wakeScript":{"wellReasonedForMission":true,"good":["30s poll with 30s minimum cooldown prevents sub-minute hammering","seenEdgeIds pre-seeded with honeypot intent IDs (779, 836, 869) β€” avoids re-firing on confirmed traps","check-my-quotes cancelCmds path catches erosion/undercut reactively","2h hard fallback ensures no permanent stall"],"lacking":["Pre-expiry trigger fires at 5 min (soonestExpiry - 300) but agent requote logic acts at 35 min β€” the watcher trigger arrives 30 min after the agent's own thresh","No rate-floor override path: watcher can detect sub-floor rivals (via check-my-quotes undercut) but cannot signal 'rival below floor β€” go tighter' to the wake; "],"suggestedChange":"Change `const preExpiryTime = soonestExpiry - 300` to `soonestExpiry - 2100` (35 min) to align the watcher's pre-expiry fire with the agent's actual requote window β€” this eliminates the structural dead-zone where expiring intents drift 30 m"},"issues":[{"scope":"agent","title":"1%-floor concurrent-wake bug: posts at exactly floor, not tighter","detail":"w165: SSV rival intent 2002 appeared at 0.93%; vulture requoted to exactly 1.00% floor, not 0.94-0.99%. The concurrent-wake path also has a nonce-collision risk (duplicate w164 entry; w160 'concurrent wake already filled all') β€” both stem from posting without knowing what the parallel wake already p","fix":"Add a post-post recheck: after each bait-sell post, re-read the book and tighten if a sub-floor rival still undercuts. Alternatively, lower the floor to 0.85% for sNVDA/SSV where the book is thin and rivals routinely sit at 0.93%. For concurrent-wake nonce collision: serialize posts with a file-lock"},{"scope":"agent","title":"Pre-expiry watcher trigger misaligned with agent's 35-min requote window","detail":"Watcher fires at soonestExpiry - 300 (5 min), but agent requotes at 35 min remaining (w164: '1981/1980 expiring in 26 min β€” within 35-min threshold'). The 30-min gap means requotes rely on check-my-quotes or fallback, adding latency and unnecessary token burns.","fix":"Set `const preExpiryTime = soonestExpiry - 2100` (35 min) in the wake-script to align watcher trigger with agent logic."},{"scope":"agent","title":"PnL/token-spend ratio thin and worsening","detail":"$1.87 realized PnL on $118.78 lifetime token spend β€” 1.57% return on spend. 5h burn of $9.68 (5.2% of pool) with 0 new deals this cycle. 143/181 wakes are repeat wakes (79%), suggesting frequent re-derives with no action.","fix":"Audit repeat-wake triggers: if check-my-quotes is firing and returning 0 cancelCmds (false-positive wakes), add a result-cache to skip the LLM call entirely when scan-edges + check-my-quotes both return clean. Target: reduce repeat wakes from 79% to <50%."}],"assessment":"No LP-Maker intents cleared the β‰₯1% edge bar this cycle (3 consecutive wakes: 0 takeable edges). The floor constraint did cause missed bait-sell competitiveness: w165 shows SSV rival at 0.93% arrived and vulture requoted to exactly 1.00% floor β€” a tighter post at 0.94-0.99% could have captured takers instead. Both the floor and the concurrent-wake bug remain unpatched after 181 wakes."}}],"unattributed":{"sessions":8835,"tokens":188553384,"usd":99.87,"w5":7873380,"w5Usd":4.53,"hourly":[0.84,0.49,1.91,0.09,1.2,1.22,1.76,1.64,3.01,1.27,0.83,1.18,0.62,0,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6039,"tokens":53445915,"usd":126.38,"w5":3669899,"w5Usd":12.12,"hourly":[2.1,2.48,3.12,1.47,2.95,1.64,2.37,1.87,2.48,2.12,2.52,4.44,1.55,0,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1659792845,"grandUsd":1025.51,"grandSessions":16004,"attributedTokens":1417793546,"unattributedTokens":188553384,"boardTokens":53445915,"reassembledTokens":1659792845,"tokensBalance":true,"attributionPct":88.3,"multiMatchSessions":153,"sessionsScanned":10973,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":80630,"dedupedMsgs":39467,"rawTokens":3769813856,"dedupedTokens":1659792845,"dupRatio":2.271}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T01:17:44.160Z","swarm":{"headline":"SUNDAY BUG + sNVDA DROUGHT","funnel":{"posted":2015,"settled":180,"conversionPct":8.93,"byTemplate":{"Swap":174,"Custom":6}},"liquidityMap":[{"market":"ETH/USDC Swap","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (8 of 16 recent deals)","status":"ACTIVE β€” LP ETH ask dark; no ETH sellers to restock inventory"},{"market":"BTC/USDC Swap","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom / 0xBd6a…9863","status":"ACTIVE β€” BTC ask recovered after w178 fill"},{"market":"sNVDA/USDC Swap","flow":"LP-Maker ($12) + Stacker ($10) + Option-Writer ($10) bids ← [NO SELLERS]","status":"FROZEN β€” $32 USDC demand, 0 supply; 14+ wakes stranded"},{"market":"sMSFT / sAAPL Swap","flow":"Vulture-Andrew ⇄ Momentum-Nikita","status":"INTERMITTENT β€” 1 deal this cycle; Vulture floor bug reduces competitiveness"},{"market":"SSV/USDC Swap","flow":"LP-Maker-Matheus ⇄ Rebalancer-Lior / Momentum-Nikita","status":"INTERMITTENT β€” Rebalancer Sunday-misfire risk at 13:30Z today"},{"market":"ETH Call Options","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus [BLIND]","status":"BROKEN β€” seenIntentIds dead-zone; 2 expired untouched (0.16+0.12 USDC); current "}],"causalLinks":[{"cause":"No sNVDA seller exists anywhere in the fleet","effect":"LP-Maker sNVDA ask dark 14+ wakes; Stacker bid #1833 unfilled 12 wakes; Option-Writer intent 1994 unfilled β€” $32 USDC co","evidence":"Open book: 3 sNVDA buy intents, 0 sNVDA ask-side; Vulture-Andrew's 6 live intents span sMSFT/sAAPL/BTC/ETH/SSV β€” no sNVDA supply from any agent"},{"cause":"Option-Taker seeds seenIntentIds on first poll, blinding it to any book-resident option at re-arm time","effect":"Option-Writer's ETH calls expire untouched across 3 reprices (3%β†’2%β†’1.5%); effective taker count for the options market ","evidence":"Confirmed miss #1: ETH call $1,740.25/0.16 USDC (w35, 06-14T21:19); confirmed miss #2: ETH call $1,741.73/0.12 USDC (this cycle, expired); Option-Taker last wake 224 min ago, past nextFallbackMin=219"},{"cause":"4 agents share a Sunday-labeled-as-Monday hardcoded timestamp (2026-06-15T13:30:00Z)","effect":"All 4 will wake or evaluate as a trading day with US equity markets closed: Rebalancer-Lior fires at 13:30Z Sunday; Mome","evidence":"rebalancer-lior current.ts `new Date('2026-06-15T13:30:00Z')` labeled Monday (w48 'corrected' from correct 06-16 to wrong 06-15); momentum-nikita MARKET_OPEN_MS identical; swing-nikita same; mimic-lju"},{"cause":"LP-Maker is the sole liquidity hub (14/16 recent deals, 135 lifetime)","effect":"LP-Maker inventory gaps (sNVDA + ETH asks dark) propagate immediately to fleet β€” Arb-Hunter, Stacker, and Momentum-Nikit","evidence":"16 recent deals: LP-Maker present in 14; Rebalancer-Lior ↔ Momentum-Nikita (1 deal) is the only non-LP-Maker pair in the recent window"},{"cause":"Index-Maker and Index-Taker never provisioned (42 cycles)","effect":"Entire IndexBasket market offline β€” 0 LONG or SHORT side liquidity, 0 lifetime deals, $0 tokens consumed","evidence":"Both: armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=0"}],"insights":[{"severity":"critical","title":"Sunday-as-Monday date bug: 4 agents fire at wrong time today","detail":"Rebalancer-Lior, Momentum-Nikita, Swing-Nikita, and Mimic-Ljuba all hardcode 2026-06-15T13:30:00Z as 'Monday market open' β€” June 15 2026 is Sunday. Shared symptom across 4 agents = fleet-wide pattern, not coincidence. All 4 wake or evaluate as a live trading day with US equity markets closed; Rebalancer-Lior armed to fire at 13:30Z today.","evidence":"rebalancer-lior current.ts line 7 `new Date('2026-06-15T13:30:00Z')` (w48 'corrected' 06-16β†’06-15, but 06-16 was the correct Monday); momentum-nikita MARKET_OPEN_MS=same; swing-nikita=same; mimic-ljuba 15h fallback Saturday 22:31Z = Sunday ","scope":"fleet","fix":"URGENT before 13:30Z today: patch all 4 agents β€” replace hardcoded date with `2026-06-16T13:30:00Z` (Monday) or dynamic `getDay()` weekday guard"},{"severity":"critical","title":"sNVDA ask-side drought: $32 USDC demand, 0 fleet supply","detail":"LP-Maker ($12 USDC bid), Stacker-Massimo ($10 USDC bid #1833), and Option-Writer ($10 USDC intent 1994) hold $32 USDC combined sNVDA demand. Zero sNVDA sellers exist on the 21-intent fleet book. LP-Maker's sNVDA ask has been dark 14+ wakes; Stacker bid unfilled 12 consecutive wakes. No current fleet agent supplies sNVDA in any form.","evidence":"Open book: 3 sNVDA buy intents totaling $32 USDC, 0 sNVDA ask-side entries; Vulture-Andrew's 6 open intents confirmed as sMSFT/sAAPL/BTC/ETH/SSV only","scope":"fleet","fix":"Add sNVDA supply: expand Vulture-Andrew or Swing-Nikita scope to include sNVDA bait-sells, or deploy a dedicated sNVDA seller β€” $32 USDC in standing demand is immediately actionable"},{"severity":"critical","title":"Option-Taker seenIntentIds dead-zone: ETH options market structurally non-functional","detail":"Option-Taker seeds seenIntentIds on first poll, permanently blinding it to any option present at re-arm time. 2 consecutive confirmed misses: ETH call $1,740.25/0.16 USDC (w35) and ETH call $1,741.73/0.12 USDC (this cycle, now expired). Option-Writer's current 1.5% reprice (intent 1993) is also invisible. 3 reprices with 0 fills.","evidence":"Option-Taker last wake 224 min ago, past nextFallbackMin=219; both prior ETH calls expired without a take; Option-Writer repriced 3%β†’2%β†’1.5% with 0 fills from only viable taker","scope":"core","fix":"Fix Option-Taker wake script: do not seed seenIntentIds on first iteration β€” populate only after a successful take or explicit reset; or use intent expiry-time as dedup key to survive re-arms"},{"severity":"warn","title":"Vulture-Andrew floor bug: 6 bait-sells posting at exactly 1% floor, not capturing margin","detail":"Requote logic fires when a rival undercuts but snaps to exactly 1.00% floor instead of undercutting. SSV rival (intent 2002) at 0.93% makes Vulture second-choice for any taker on that pair. 0 takes across w163/w164/w165 despite 6 live intents.","evidence":"w154+ consistent floor behavior; w165: SSV rival at 0.93% triggered requote to exactly 1.00%; 0 new deals this cycle","scope":"fleet","fix":"Change requote logic to undercut rival by a configured increment (e.g., rival_rate - 0.1%) with floor as a hard minimum, not a target"},{"severity":"warn","title":"Index-Maker + Index-Taker never deployed: 42 consecutive null cycles","detail":"Both agents report armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime tokens across all 42 observed cycles. The entire IndexBasket market is offline β€” no LONG or SHORT side has ever been active.","evidence":"index-maker + index-taker: armed=false, pidAlive=false, wakes=0, tokens_lifetime_usd=0, wake_script_source=null in every cycle","scope":"fleet","fix":"Deploy both agents (provision wallets, write wake scripts, start containers) or formally remove from fleet roster to stop generating null cycle noise"},{"severity":"ok","title":"LP-Maker hub functional: 14/16 recent deals, 135 lifetime, no infra issues","detail":"W173b concurrent-wake PID-race did not repeat w174–w179. BTC ask recovered post-w178 fill. ETH and sNVDA asks dark due to structural inventory depletion β€” correct behavior, not infra failure.","evidence":"14 of 16 recent deals via LP-Maker; watcher armed, nextFallbackMin=88; ETH+sNVDA dark = no sellers to restock from, not a wake failure","scope":"fleet","fix":"No LP-Maker action needed; fleet sNVDA supply fix (critical insight above) would restore 2 dark asks and unblock $32 USDC in demand"}],"fleetMoves":[{"scope":"fleet","action":"URGENT before 13:30Z today: patch Sunday/Monday date bug in rebalancer-lior, momentum-nikita, swing-nikita, mimic-ljuba β€” correct hardcoded 2026-06-15T13:30:00Z to 2026-06-16T13:30:00Z or add dynamic getDay() weekday guard"},{"scope":"core","action":"Fix Option-Taker seenIntentIds seeding bug: skip first-iteration population or switch to expiry-time dedup β€” every re-arm currently blacks out all book-resident options until expiry"},{"scope":"fleet","action":"Add sNVDA supply: expand Vulture-Andrew or Swing-Nikita to include sNVDA bait-sells β€” $32 USDC in standing bids across 3 agents is immediately fillable the moment a seller exists"},{"scope":"fleet","action":"Fix Vulture-Andrew requote to undercut rivals by increment below floor rather than snapping to 1.00% β€” all 6 bait-sells are currently second-choice vs the 0.93% SSV rival"},{"scope":"fleet","action":"Deploy index-maker + index-taker or remove from roster β€” 42 null cycles with zero provisioning signal; keeping them generates observer noise with no upside"}],"at":"2026-06-15T01:20:47.248Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP STEADY, Snvda DRY","healthDelta":"Worse than last run on taker diversity: LP-Maker is still the hub (14/16 recent deals, 135 lifetime) but sNVDA ask-side drought has spread β€” LP-Maker, Stacker-Massimo, and Option-Writer all hold live sNVDA buy-bids (~32 USDC combined) with zero sNVDA sellers on the 21-intent book; funnel settled=179","focusAreas":["sNVDA ask-side drought: 3 agents (LP-Maker 12 USDC bid, Stacker 10 USDC bid, Option-Writer 10 USDC bid) holding live sNVDA buys with 0 sNVDA sellers anywhere on the 21-intent book","Option-taker-matheus is overdue (last_wake=224 min ago, nextFallbackMin=219 β€” already past) while ETH call strike $1,741.73 / 0.12 USDC has only 24 min left; seenIntentIds dead-zone likely kills this ","Vulture-Andrew concurrent-wake 1%-floor bug still uncorrected (w154 evidence), 6 live bait-sells posting at exactly floor instead of capturing margin","Rebalancer-lior armed to fire at ~13:30Z today (Sunday June 15) when US equity markets are closed β€” date/weekday confusion bug (labeled Sunday as 'Monday') risks a wasted wake or bad post"],"perAgentFocus":{"arb-hunter-tom":"last_wake_min_ago=-1 means it is waking right now β€” did it find a viable CEX-lag edge this wake (ETH/BTC above oracle), or is CEX still below oracle killing the arb as in w257–w262?","bear-yosher":"still in HALT 187 min post-w57; nextFallbackMin=118 means it fires ~2h from now β€” has BTC or ETH price moved enough since w57 to justify exiting HALT, or will the watcher correctly re-arm another HALT window?","index-maker":"42nd consecutive null cycle with armed=false, pidAlive=false β€” has any provisioning signal (wallet, config, env var, wake script) appeared, or is this another null?","index-taker":"42nd consecutive null cycle, same as index-maker β€” any deployment signal, or another null; and is the IndexBasket LONG-side (index-maker) still equally undeployed?","lp-maker-matheus":"last wake 8 min ago with 10 open intents β€” did the concurrent-wake PID-race bug ('two wakes ran simultaneously' from w173b) produce spurious cancels again this cycle, and are the dark sNVDA/BTC/ETH asks (absent 9+ consecutive wakes) still m","mimic-ljuba":"2 live maker binaries (#1827 sMSFT<$420 and #1916 sNVDA>$195) resting with 751-min fallback β€” has any taker appeared for either binary since w109, and is the long fallback correctly targeting Monday equity open?","momentum-nikita":"holding USDC ~41% / SSV ~50% / BTC ~8% ($104.15) with 13+ consecutive correct holds below 2pp threshold β€” did any asset gap exceed 2pp in the 105 min since last wake, and does the book have any LP-Maker fills momentum could take?","option-taker-matheus":"nextFallbackMin=219 with last_wake=224 min ago means it is already overdue β€” the ETH call (strike $1,741.73, 0.12 USDC premium) has ~24 min left on the book; did option-taker wake in time to see and take it, or did seenIntentIds block it as","option-writer-matheus":"2 open intents live (sNVDA swap 0.04852 sNVDA and ETH call $1,741.73 / 0.12 USDC, both 24 min left); did the 30% option sleeve post successfully this wake, and has the sNVDA buy intent attracted any counterparty given the 3-agent buyer queu","polymarket-ljuba":"2 maker binaries (#1827 sMSFT, #1916 sNVDA) resting 168+ min with nextFallbackMin=1274 (~22h); is the 22h sleep justified given no price-drift trigger exists β€” would sNVDA sliding below $195 go undetected until Monday?","rebalancer-lior":"watcher armed to fire at ~13:30Z today (Sunday June 15, US markets closed); when it fires, will it correctly detect Sunday-closed markets and defer, or will the w48 'Monday' mislabel cause it to post sNVDA/sAAPL intents into a closed book?","stacker-massimo":"11 consecutive misses on sNVDA buys; Vulture-Andrew's current 6 open intents are sMSFT/sAAPL/BTC/ETH/SSV β€” no sNVDA sells from Vulture either; is the sNVDA ask-side completely absent (confirming structural drought), and has bid #1833 drifte","swing-nikita":"watcher blind to sAAPL/sNVDA sell signals with nextFallbackMin=3138 (~52h); current holdings are 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA β€” is there any BTC/ETH/SSV buy-dip signal the watcher WOULD fire on before the 52h fallback, or is the ","vulture-andrew":"6 live bait-sells posted 3 min ago; the 1%-floor concurrent-wake bug (posts at exactly floor, not tighter) is unpatched β€” did any of LP-Maker's 10 fresh intents fall within vulture's range this cycle, and did the floor constraint cause any "},"ctas":[{"scope":"agent","text":"option-taker-matheus: flush or skip seenIntentIds for intents near expiry (<30 min) β€” ETH call ($1,741.73, 0.12 USDC) expires in ~24 min and is almost certainly blocked by the dead-zone pattern"},{"scope":"agent","text":"rebalancer-lior: add ISO weekday check (getDay()===0 = Sunday) to wake script before posting β€” current 'Monday' mislabel will fire into closed US equity markets at 13:30Z today"},{"scope":"agent","text":"swing-nikita: add sAAPL and sNVDA sell-signal checks to wake script β€” agent holds both but its watcher only polls BTC/ETH/SSV buy dips, so holdings can never rotate"},{"scope":"fleet","text":"sNVDA ask-side drought: 3 agents hold live sNVDA bids (~32 USDC) with zero sellers β€” nudge Vulture-Andrew or Option-Writer to post sNVDA sells when inventory allows"},{"scope":"agent","text":"vulture-andrew: fix concurrent-wake 1%-floor constraint to post tighter than exactly 1.00% when rival asks are below floor β€” confirmed margin leakage in w154"}],"at":"2026-06-15T01:05:53.189Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T02:23:04.357Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":115.39,"used7d":null,"used7dUsd":1053.29,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":65.6,"estPct7d":70.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":186.2,"estPct7d":170.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":184.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":142.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":147876566,"w7":1281257864,"tot":1281257864},"haiku":{"w5":16012356,"w7":419497248,"tot":419497248}},"fleet":{"agentsUp":12,"lifetimeTokens":1700774923,"lifetimeUsd":1053.29,"sessions":16063,"deals":183,"openIntents":20,"totalIntents":2078},"oracle":{"USDC":1,"ETH":1720.88,"BTC":65654.74,"SSV":2.36,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T02:15:26.923Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":32,"openIntents":0,"balanceUsd":98.62,"realizedPnl":2.14,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":240,"wakes":281,"firstWakeMs":1780927992000,"lastWakeMs":1781488920000,"ageMin":21,"lastWhy":"No binary bet clears the latency-take bar (stock only, no CEX). No swap intent meets the 10bps threshold with assets I c","repeatWakes":247,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781491375104,"watching":"new crypto intent >2068, binary ≀30min in money, or 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":20}},"verdict":{"summary":"The 30β†’31 increment is a deal that closed in the w271–w273 gap (not visible in recent wakes) β€” NOT a re-count of the already-logged BTC #178 at w268, which was already in the 30-deal total. All 8 wakes w274–w281 correctly waited: stock-only binaries (no CEX reference), CEX uniformly below oracle on crypto swaps, binary drought now β‰₯190 consecutive wakes cite","badge":"DROUGHT CORRECT WAIT","confidence":"high","bottomLine":"31 deals / $2.14 realized. Arb surface has compressed: 190+ consecutive binary-drought wakes, CEX below oracle on all crypto swaps since w268. The 0x5F79 sNVDA swap was correctly out-of-scope by design (no CEX reference for stock legs; Vulture-Andrew is the right taker). Agent reasoning is disciplined β€” the drought is market structure, not the agent's fault.","rootCause":{"class":"counterparty-starved","evidence":"190+ consecutive wakes with no crypto binary bet ≀30min expiry; CEX-oracle spread ≀0 on BTC/ETH since w268 (last fill). Stock-only binaries (sAAPL/sNVDA/sMSFT) dominate the book β€” arb-hunter correctly skips them. All 31 lifetime fills are swaps vs LP-Maker-Matheus (29 of 31) and Vulture-Andrew (2 of"},"reasoningRead":"Sound and on-mission. Each wake cites a specific block (stock-only bets, CEX-below-oracle, no swap edge β‰₯10bps) β€” distinct verdicts, not churn. w281 has a cosmetic '[object Object]' logging bug (un-stringified object as wake label) but the reasoning that follows is coherent. Solving the right problem.","wakeTriggers":["New crypto swap intent > HIGH_WATER 2066","Crypto binary ≀30min expiry with CEX taker in-money β‰₯0.5%","30-min fallback","MISSING: Inline CEX-spread pre-check before fireWake on new crypto swaps β€” currently fires on any new crypto intent even during known CEX-below-oracle periods, "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole counterparty on 29 of 31 lifetime fills; the only reliable crypto swap liquidity source","available":"ok, 137 deals, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Counterparty on 2 of last 20 fills; occasionally posts snipeable stale intents arb-hunter could take","available":"ok, 46 deals, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts ETH/BTC options (e.g. #1993, 1.5% premium, live at orient) that arb-hunter could take if CEX shows in-money; option-taker is primary b","available":"ok, 26 deals"}],"reliableCounterparties":1,"missedOpportunities":"0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC) was ineligible by design: sNVDA is in arb-hunter's STOCK exclusion set; watcher isNewCryptoSwap returns false for any intent with a STOCK-symbol leg; no CEX price for sNVDA in fetchCexPrices. Vulture-Andrew is the structurally correct taker. No other crypto swap or near-expiry crypto binary presented edge β‰₯10bps / β‰₯0.5% CEX margin dur","wakeScript":{"wellReasonedForMission":true,"good":["Binary trigger fetches live CEX prices (BTC/ETH/SSV) and verifies taker-in-money margin β‰₯0.5% inline before fireWake β€” zero false wakes on that surface","STOCK exclusion set correctly blocks watcher from triggering on sNVDA/sAAPL/sMSFT legs (no CEX reference for stock underlyings)","wokenBets.json dedup prevents re-waking on the same near-expiry bet each 60s poll tick","30-min fallback prevents clock-drift orphaning; cadence fits a latency agent that acts in seconds when edge appears"],"lacking":["Trigger 1 (new crypto swap > HWM) fires fireWake with zero CEX spread check β€” during CEX-below-oracle periods (the current persistent drought), every new LP-Mak"],"suggestedChange":"Inside isNewCryptoSwap (or immediately after fresh[0] detected), fetch CEX price for the intent's underlying and only call fireWake if estimated taker edge β‰₯ MIN_CEX_MARGIN_PCT. This mirrors the already-sound logic in Trigger 2 and eliminat"},"issues":[{"scope":"agent","title":"Swap trigger fires blindly on new crypto intents regardless of live CEX spread","detail":"Trigger 1 calls fireWake on any new crypto intent > HIGH_WATER 2066 with no inline CEX check. During the current CEX-below-oracle drought (since w268), each new LP-Maker post fires a full agent wake that returns WAIT immediately. Wasted invocations accumulate at $0.50/wake.","fix":"After detecting fresh crypto swap intent, fetch CEX price for its underlying (BTC/ETH/SSV) and conditionally fireWake only if |CEX βˆ’ oracle| / oracle β‰₯ MIN_CEX_MARGIN_PCT. Same pattern as Trigger 2's binary check."},{"scope":"agent","title":"w281 emits '[object Object]' as wake label","detail":"Wake w281 logs '[object Object]' where a string label is expected β€” an un-stringified JS object passed to the wake-label slot. Non-functional but obscures traceability in the wake log.","fix":"Find the label construction at w281's wake entry and wrap the variable in String() or JSON.stringify()."}],"assessment":"31 deals / $2.14 realized. Arb surface has compressed: 190+ consecutive binary-drought wakes, CEX below oracle on all crypto swaps since w268. The 0x5F79 sNVDA swap was correctly out-of-scope by design (no CEX reference for stock legs; Vulture-Andrew is the right taker). Agent reasoning is disciplined β€” the drought is market structure, not the agent's fault."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":2263678,"w5Usd":1.44,"w5PctPool":0.9,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":2263678,"w7Son":30252216,"hourly":[0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":268,"wakes":84,"firstWakeMs":1780944154000,"lastWakeMs":1781474160000,"ageMin":267,"lastWhy":"Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis over ","repeatWakes":62,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781492437351,"watching":"deal 159 betExpiry pre-fire (June 15 17:49 UTC) or 5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":38}},"verdict":{"summary":"HALTED 250 min (since w57 21:56 UTC June 14) after both BTC+ETH momentum signals fired simultaneously per mission spec (>2% persistent climb). Watcher is armed (pidAlive=true), 5h fallback fires in ~55 min (~02:56 UTC June 15, a Sunday). Prior summary noted the watcher is time-only with no price-reversion signal β€” still true. New finding this cycle: wake scr","badge":"HALTED, FALLBACK ~55 MIN","confidence":"high","bottomLine":"Bear-yosher is correctly HALTED and ALIVE β€” no infra fault, $1.44 tokens in the halt-decision wake (w57), silence for 250 min after. Fallback fires ~02:56 UTC Sunday for posture re-check. Critical gap: the wake script has no day-of-week guard; resuming crypto bets on Sunday is sound, but equity DCA (sNVDA/sAAPL/sMSFT) will burn tokens against a dry Sunday book if the agent doesn't distinguish the two legs.","rootCause":{"class":"structural","evidence":"w57 21:56 UTC June 14: 'Both BTC and ETH momentum signal fired HALT simultaneously β€” market has moved sustainedly against the SHORT thesis.' 0 open intents (all cancelled per halt protocol). 18 lifetime settled deals. Watcher armed with 55 min to fallback β€” no infra or toolchain fault."},"reasoningRead":"Sound for the halt decision itself β€” w57 correctly identified persistent BTC+ETH climb and cancelled all intents per mission. The concern is the re-entry frame: posture re-check at 02:56 UTC Sunday treats the mission as a single bundle, but the crypto leg (BinaryBets, 24/7) and the equity leg (sNVDA DCA, NYSE-gated) have different Sunday validity. If crypto has reverted, re-entering BinaryBets is ","wakeTriggers":["Date.now() >= 2026-06-15T17:49:00Z β†’ deal 159 betExpiry pre-fire, 10 min ahead (primary)","5h fallback from arm time β†’ ~02:56 UTC June 15 (fires in ~55 min)","MISSING: no day-of-week / NYSE calendar guard to separate crypto re-entry (valid Sunday) from equity DCA (requires NYSE session)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Confirmed 1 settled deal (custom live ↔ Mimic-Ljuba); mirrors BinaryBets β€” natural counterparty if bear re-enters crypto shorts","available":"armed but in Sunday 13:30Z convergence z"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries on fast CEX feed; could absorb BTC/ETH BELOW bets if bear resumes and prices are attractive","available":"health ok, 31 deals"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Primary counterparty for equity swap leg (sNVDA/sAAPL/sMSFT fills); 137 deals but Sunday equity book expected thin","available":"health ok, but equity side dry Sunday"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced bets; could absorb a BELOW BTC bet if bear re-enters and priced attractively","available":"health ok, 46 deals"}],"reliableCounterparties":2,"missedOpportunities":"none β€” agent is correctly halted per mission; posted 0 intents since w57 by design. The 0x5F79 DeadlineSwap (0.001461 ETH + sNVDA) noted fleet-wide is arb-hunter/vulture domain, not bear-yosher's mission. No BinaryBets live in the window that bear-yosher is positioned to take while in HALT.","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger precisely tied to deal 159 betExpiry (17:49 UTC pre-fire, 10 min ahead of 17:59 UTC) β€” correct for a settle-attempt or final HALT check","5h fallback appropriate for a patience-first halt posture; not over-polling","60s poll loop is zero-LLM and lightweight","No book-poll trigger β€” correct for a halted agent waiting on a time event, not counterparty flow"],"lacking":["No day-of-week / NYSE calendar check: 5h fallback fires at ~02:56 UTC Sunday; full posture re-check will run without knowing it's a weekend, risking equity DCA ","BTC/ETH price not observed in the watcher loop β€” cannot auto-shorten the halt on a reversion; only the 5h fallback or deal-expiry path can trigger re-assessment"],"suggestedChange":"In bear-yosher's posture re-check prompt, split re-entry by leg: 'If BTC/ETH has reverted, crypto BinaryBets may resume regardless of day. Equity DCA (sNVDA/sAAPL/sMSFT) requires NYSE session (Mon–Fri 13:30–20:00 UTC) β€” skip and defer to Mo"},"issues":[{"scope":"agent","title":"Posture re-check at 02:56 UTC Sunday has no NYSE calendar guard for equity DCA leg","detail":"Bear-yosher's mission bundles crypto BinaryBets (24/7 valid) with tech-equity DCA (sNVDA/sAAPL/sMSFT, NYSE-gated). When the 5h fallback fires ~02:56 UTC on a Sunday, a posture conclusion of 'crypto reverted β†’ resume' will also trigger equity DCA against a dry Sunday book β€” burning tokens and posting","fix":"Add to bear-yosher CLAUDE.md posture re-check: 'Equity DCA is NYSE-gated. On weekends or outside 13:30–20:00 UTC Mon–Fri, skip equity DCA and act only on the crypto BinaryBet leg.' No change needed to the wake script timer logic."},{"scope":"agent","title":"Deal 159 betExpiry settlement on Sunday (17:59 UTC) may fail if oracle is session-gated","detail":"Deal 159 fires at 17:59 UTC June 15 (Sunday). The primary wake fires at 17:49 UTC for a settle attempt. If deal 159's binary judge/oracle requires an active market-hours price feed to resolve, the settlement call will fail silently and the agent will not know until Monday.","fix":"Verify deal 159's oracle/judge resolves on weekends. If not, bear-yosher should be prepared to hold the HALT and re-attempt Monday morning rather than expecting a Sunday settlement β€” update the posture re-check prompt to anticipate a 'settlement deferred' outcome."}],"assessment":"Bear-yosher is correctly HALTED and ALIVE β€” no infra fault, $1.44 tokens in the halt-decision wake (w57), silence for 250 min after. Fallback fires ~02:56 UTC Sunday for posture re-check. Critical gap: the wake script has no day-of-week guard; resuming crypto bets on Sunday is sound, but equity DCA (sNVDA/sAAPL/sMSFT) will burn tokens against a dry Sunday book if the agent doesn't distinguish the two legs."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"43rd consecutive null cycle β€” no new signal whatsoever. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, nextFallbackMin=null, 0 lifetime tokens, 0 wakes, 0 settled deals. Nothing changed from the prior 42 runs: no wallet funded, no env set, no wake-script committed, no health-status transition. The IndexBasket LONG-side market has never","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero signal this cycle β€” identical to all prior runs. No wake-script (wake_script_source=null), no process (pidAlive=false, armed=false, nextFallbackMin=null), 0 lifetime tokens, 0 wakes. This agent has never executed a single wake in its lifetime; the IndexBasket market has 0 intents posted fleet-wide.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null (no script ever committed), watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent has never been deployed in any run to date"},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate. The agent has never run.","wakeTriggers":["MISSING: no wake-script deployed (source=null)","MISSING: no watcher process (pidAlive=false, armed=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side taker for index-maker's LONG IndexBasket intents β€” the exact counterparty pair","available":"also unindexed / health=unknown, 0 wakes"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, no intents ever posted, no book to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists (wake_script_source=null) β€” cannot evaluate fit-to-mission","No watcher process armed β€” zero deployment artifacts present after 43 cycles"],"suggestedChange":"Deploy a wake-script and fund wallet β€” this is a pre-deployment blocker, not a tuning question"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 43rd consecutive null cycle","detail":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, 0 wakes, 0 tokens lifetime. No wallet, env, or script signal has appeared in any run. This is not a market problem β€” the agent does not exist yet.","fix":"Deploy wake-script, fund wallet, and set required env vars; verify watcher arms (armed=true, nextFallbackMin>0) before declaring live"},{"scope":"agent","title":"index-taker is also undeployed β€” full market offline","detail":"Both the LONG-side maker (index-maker) and SHORT-side taker (index-taker) show health=unknown, 0 wakes, never indexed. The IndexBasket market cannot clear until at least one side is live.","fix":"Co-deploy index-maker and index-taker together β€” one side live with no counterparty is still a dead market"}],"assessment":"Zero signal this cycle β€” identical to all prior runs. No wake-script (wake_script_source=null), no process (pidAlive=false, armed=false, nextFallbackMin=null), 0 lifetime tokens, 0 wakes. This agent has never executed a single wake in its lifetime; the IndexBasket market has 0 intents posted fleet-wide."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"43rd consecutive null cycle β€” zero change. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens, health=unknown. No deployment signal this cycle. Index-maker (its sole natural counterparty β€” the only source of LONG IndexBasket intents) remains equally undeployed. The pair are a mutually-dependent dead cluste","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"43 consecutive null cycles; armed=false, pidAlive=false, no wake_script, $0 lifetime spend. Not crashed β€” never started. Index-maker is equally absent; even a live index-taker would starve without it.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” no process ever started; not a crash, a non-deployment"},"reasoningRead":"No reasoning to evaluate β€” agent has never executed a single wake. N/A.","wakeTriggers":["MISSING: no wake script deployed; no trigger of any kind exists"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents that index-taker is designed to SHORT β€” but index-maker is also armed=false, pidAlive=false, 0 deals","available":"offline β€” never deployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent never deployed, no observation capability exists","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Deploy the agent before evaluating the script; nothing to judge."},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 43 null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 spend across 43 observer cycles. This is a deployment gap, not a runtime failure.","fix":"Deploy index-taker alongside index-maker; neither is useful without the other."},{"scope":"agent","title":"Mutual dependency: index-maker equally offline","detail":"Index-maker (health=unknown, 0 deals, 0 wakes) is the only source of LONG IndexBasket intents. Even a live index-taker has zero counterparties until index-maker is also deployed.","fix":"Deploy index-maker first (or simultaneously); index-taker has no deal path without it."}],"assessment":"43 consecutive null cycles; armed=false, pidAlive=false, no wake_script, $0 lifetime spend. Not crashed β€” never started. Index-maker is equally absent; even a live index-taker would starve without it."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":793,"msgs":16982,"total":1050986227,"totalUsd":623.77,"w5":128007225,"w5Usd":83.65,"w5PctPool":51.2,"w7":1050986227,"w7Usd":623.77,"w7PctPool":43.8,"w5Son":116181353,"w7Son":859103468,"hourly":[19.69,15.51,13.79,14.97,19.7,9.91,17.28,12.67,12.56,16.52,4,9.8,11.84,3.13,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T02:23:01.958Z","tokens":548537,"usd":0.47,"msgs":11}},"onchain":{"deals":139,"openIntents":10,"balanceUsd":744.53,"realizedPnl":-10.82,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":284,"wakes":196,"firstWakeMs":1781018900000,"lastWakeMs":1781488320000,"ageMin":31,"lastWhy":"Oracle moves exceeded spread β€” BTC inverted the ask, ETH nearly so. Repriced all ETH/BTC at Β±25bps from live oracle. Seq","repeatWakes":170,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781493928000,"watching":"Prefire 02:12 (cluster #2026-#2031 exp 02:19) | ETH[1715.86,1724.5] | BTC[65484,65814] | SSV[2.332,2.363] | sAAPL[289.37,292.9] | sNVDA<203.87 | sMSFT[388.5,393.2] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":62}},"verdict":{"summary":"ETH ask RECOVERED in w180 (ETH fill restocked inventory; 11/12 book by w181 and held through w183). sNVDA ask remains dark 12+ consecutive wakes β€” LP IS posting bid #2028 at $203.87 (-60bps, ~12 USDC) as confirmed inventory-restock attempt, but 0 sNVDA sellers fleet-wide means no restock path exists. SSV oracle produced 4th bid inversion in ~10 wakes (trendi","badge":"11/12 BOOK, sNVDA DARK","confidence":"high","bottomLine":"ETH ask back live (w180 fill); sNVDA ask dark 12+ wakes β€” LP bid #2028 ($203.87, 12 USDC) is the restock attempt but no sNVDA sellers exist fleet-wide. Book 11/12, equity +$47.95, SSV inversion 4Γ— in 10 wakes is primary operational friction; all systems otherwise healthy.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA ask dark 12+ wakes; LP bid #2028 ($203.87) and stacker-massimo bid #1833 ($206.13) both resting with 0 sNVDA sellers fleet-wide; ETH ask recovered cleanly via w180 fill confirming inventory mechanism is correct β€” sNVDA drought is a supply problem, not an LP logic problem"},"reasoningRead":"Sound and on-mission. LP correctly diagnosed each inversion (BTC w180, ETH w181 drift, SSV x4), repriced appropriately, and re-posted ETH ask immediately on inventory restore. sNVDA bid is a deliberate restock move, not churn. SSV guard widening to -77bps after repeated inversions shows adaptive calibration. No wrong-problem reasoning detected.","wakeTriggers":["Price guard: oracle crosses any live bid/ask bound for ETH, BTC, SSV, sAAPL, sMSFT (bilateral), sNVDA (bid-only β€” correct, no ask)","New fillable swap intent from non-NOISY poster wanting USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","Prefire at 02:12 UTC β€” 7min before cluster #2026-#2031 expires at 02:19","90min fallback at 03:22 UTC","MISSING: no sNVDA balance poll β€” if bid #2028 fills and sNVDA inventory arrives, watcher won't detect it until next price-cross or 90min fallback; ask stays dar"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Dominant partner β€” 14+ of 40 recent settled fills; reliably takes LP posted swaps","available":"ok, active (31 total deals)"},{"agent":"option-writer-matheus","fit":"yes","why":"Regular USDC↔collateral swapper via LP (5 of 40 recent); natural liquidity consumer","available":"ok, posting intents"},{"agent":"vulture-andrew","fit":"yes","why":"Takes LP swaps when at edge (3 recent fills); active in current cycle","available":"ok (46 total deals)"},{"agent":"stacker-massimo","fit":"maybe","why":"Wants sNVDA (bid #1833 $206.13) β€” LP can't supply; could take sAAPL/sMSFT asks","available":"ok, resting bids"},{"agent":"momentum-nikita","fit":"maybe","why":"4 recent fills with LP when moving; Sunday clock bomb may misfire at 13:30Z","available":"ok but Sunday-date risk"}],"reliableCounterparties":3,"missedOpportunities":"0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min left as of orient) would deliver 0.01219 sNVDA inventory if LP took offer-side β€” but price is ~at oracle ($5.00 fair vs 5.031 ask; ~0.6% edge) and taking external deadline swaps is outside LP's market-making mission. Not a genuine miss. No other fillable intents identified as LP-appropriate.","wakeScript":{"wellReasonedForMission":true,"good":["Prefire 7min before cluster expiry avoids last-minute deadline scramble β€” correct cadence for an LP managing expiring quotes","Per-instrument guards match LP's live book exactly: 6 instruments, bilateral where asks exist, unilateral (bid-only) for sNVDA β€” no phantom upper guard on dark ","NOISY set filters 0x64Aa (the w178 false-positive source) β€” already patched in script","90min fallback is appropriate for an LP that only needs to act on oracle moves or new intents","Zero-LLM poll loop with try/catch silencing β€” won't stall on intermittent price-feed errors"],"lacking":["No sNVDA inventory balance check: bid #2028 fill won't wake LP to post the ask; restock detection gap up to 90min","SSV guard at -77bps may still be breached β€” oracle is in a sustained downtrend ($2.36β†’$2.34 in ~10 wakes); static guard doesn't adapt to drift velocity"],"suggestedChange":"Add sNVDA wallet balance poll in watch loop: if sNVDA balance crosses a minimum threshold (e.g., 0.02 sNVDA), fireWake('sNVDA inventory restored β€” post ask'). This closes the 90min restock blindspot immediately and is the single highest-lev"},"issues":[{"scope":"core","title":"sNVDA structural drought: 0 sellers fleet-wide","detail":"LP bid #2028 ($203.87, ~12 USDC) and stacker-massimo bid #1833 ($206.13) both idle with no sNVDA supply. 12+ consecutive wakes with dark LP ask. No agent in the fleet currently holds or sells sNVDA.","fix":"Fleet-level: identify which agent(s) hold sNVDA inventory (option-writer-matheus or rebalancer-lior are candidates) and configure one to post sNVDA asks. Core: add sNVDA to the fleet liquidity coverage checklist β€” if bid-only for 3+ wakes, alert."},{"scope":"agent","title":"SSV oracle drift: 4 bid inversions in ~10 wakes","detail":"SSV dropped $2.36β†’$2.34 across w178–w182 (–84bps cumulative), inverting LP bids 4 times. Guard widened to -77bps but trend continues; a 5th inversion is likely if SSV falls another 2bps.","fix":"Compute trailing SSV drift over last 3 price reads in the watch loop; if drift > 30bps/hour, widen SSV spread to Β±150bps automatically or suppress SSV quoting until oracle stabilizes."},{"scope":"agent","title":"sNVDA inventory arrival not detected by watcher","detail":"If bid #2028 fills (LP receives sNVDA), the watcher has no balance poll β€” it won't fire to post the ask. sNVDA ask stays dark until next price-cross or 90min fallback.","fix":"Add sNVDA balance check in watch loop and fireWake on threshold cross. One-line addition to the existing price-guard block."}],"assessment":"ETH ask back live (w180 fill); sNVDA ask dark 12+ wakes β€” LP bid #2028 ($203.87, 12 USDC) is the restock attempt but no sNVDA sellers exist fleet-wide. Book 11/12, equity +$47.95, SSV inversion 4Γ— in 10 wakes is primary operational friction; all systems otherwise healthy."},"overBudget":{"pct":51.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":235,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":227,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":671}},"verdict":{"summary":"w109 (06-14T22:31) remains the last wake; 210 min of watcher silence confirms zero new BinaryBets on the book since last summary β€” no missed opportunity. The 15h fallback armed at w109 now reads nextFallbackMin=688, firing at ~13:31Z Sunday June 15, not Monday: the wake script has no day-of-week guard and will deliver a sNVDA #1916 posture re-assessment on a","badge":"CLOCK BOMB ARMED","confidence":"high","bottomLine":"Alive and correctly holding β€” 210-min watcher silence post-w109 confirms no new BinaryBets posted (watcher fires in <60s on any new post, so silence equals zero posts). Live risk: nextFallbackMin=688 fires at ~13:31Z Sunday; wake script label says 'Monday 13:30 UTC' but uses a fixed 15h offset armed Saturday 22:31, so it lands a full day early with no day-of-week guard.","rootCause":{"class":"counterparty-starved","evidence":"w102–w109 all show no BinaryBet β‰₯3pp taker edge: #1827 sMSFT at βˆ’15pp, #1916 sNVDA sub-3pp, #1848 BTC at +2pp; 210-min watcher silence post-w109 = zero new BinaryBets posted fleet-wide"},"reasoningRead":"Sound and on-mission: consistent β‰₯3pp edge-floor discipline across 8 consecutive wakes, no churn. The agent is solving the right problem (wait for edge). The calendar regression is in the wake script, not the reasoning β€” when the wrong-day fallback fires, the agent may apply correct logic to incorrect market-state inputs.","wakeTriggers":["new BinaryBet appears on open intents (60s poll, fires immediately)","15h fallback β€” mislabeled 'Monday 13:30 UTC', actually fires Sunday ~13:31Z (nextFallbackMin=688)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"confirmed deal history (custom live ↔ Bear-Yosher); posts BinaryBets mimic takes","available":"ok, own fallback fires ~58 min from orie"},{"agent":"polymarket-ljuba","fit":"yes","why":"confirmed deal history (custom live ↔ Polymarket-Ljuba); posts BinaryBets","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"31 deals, posts near-decided binaries mimic could mirror","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, posts near-decided binaries; mimic could take these","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none β€” 210-min watcher silence post-w109 is a reliable signal: watcher polls every 60s and fires within one cycle on any new BinaryBet, so 210 min of silence = zero BinaryBets posted to the book in that window. option-writer #1993 (ETH call, 1.5% premium) and #1994 are Option template, not BinaryBet β€” correctly invisible to this watcher.","wakeScript":{"wellReasonedForMission":true,"good":["fires on new BinaryBet specifically (isBinaryBet filter), not 'book non-empty' β€” correct selectivity for a taker mission","60s cadence appropriate for a crypto-24/7 taker that needs sub-minute latency on new posts","zero-LLM; seen-set baseline pattern prevents spurious fires on first read"],"lacking":["fallbackMs=15h is a fixed relative offset from arm-time, NOT 'next Monday 13:30 UTC' β€” armed Saturday 22:31 it resolves to Sunday 13:31, a full day early","no day-of-week guard: when the fallback fires Sunday, the sNVDA #1916 stock-posture re-assessment runs with US equity markets closed, producing stale or wrong i"],"suggestedChange":"Replace `15 * 60 * 60_000` with a `nextWeekdayOpen('13:30', 'UTC')` helper that computes the actual next US market-open datetime β€” so the stock-posture fallback always lands on a trading day regardless of when the watcher was armed"},"issues":[{"scope":"agent","title":"15h fallback fires Sunday 13:31Z, not Monday β€” no day-of-week guard in wake script","detail":"watcher.nextFallbackMin=688 β†’ ~13:31Z Sunday June 15; script comment says 'β†’ Monday 13:30 UTC' but fixed 15h offset armed at Saturday 22:31 fires on Sunday; sNVDA #1916 posture re-assessment will run with market closed","fix":"Replace fixed 15h offset with a nextWeekdayOpen() helper; alternatively add an early-exit check at wake start: if Date is weekend and no new BinaryBet triggered the wake, defer and re-arm"},{"scope":"core","title":"Fleet-wide Sunday clock convergence β€” 4 agents share the same relative-offset regression","detail":"momentum-nikita, rebalancer-lior, swing-nikita, and mimic-ljuba all converge at 13:30–13:31Z Sunday via the same Saturday-evening arm + 15h arithmetic; this is one shared SDK/template pattern, not 4 independent bugs","fix":"Add nextMarketOpen(hour, minute, tz) utility to the SDK that returns the next calendar datetime when a given market is trading; replace all hardcoded hour offsets fleet-wide"}],"assessment":"Alive and correctly holding β€” 210-min watcher silence post-w109 confirms no new BinaryBets posted (watcher fires in <60s on any new post, so silence equals zero posts). Live risk: nextFallbackMin=688 fires at ~13:31Z Sunday; wake script label says 'Monday 13:30 UTC' but uses a fixed 15h offset armed Saturday 22:31, so it lands a full day early with no day-of-week guard."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.94,"realizedPnl":3.93,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":257,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":185,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":299}},"verdict":{"summary":"Still correctly dormant w37–w44 (8 consecutive holds); portfolio at ATH $104.15 (USDC 41%, SSV 50%, BTC 8%). The clock bomb is real but DEFERRED: w44 watcher fallback fires at ~07:17Z Jun 15 BEFORE MARKET_OPEN_MS at 13:30Z, so the current watcher never reaches the bad trigger. The danger window is w45 (post-fallback): if the LLM again writes MARKET_OPEN_MS =","badge":"CLOCK BOMB DEFERRED","confidence":"high","bottomLine":"Agent is alive and trading correctly (0 deals = thin crypto gaps, not a break). The real exposure is w45 (~07:17Z): if it re-hardcodes MARKET_OPEN_MS = Jun 15 the new watcher fires an unnecessary 13:30Z LLM call into a Sunday-closed equity market; the fireWake trigger has no day-of-week guard, confirmed by reading the script.","rootCause":{"class":"structural","evidence":"Crypto gaps peaked at 1.73pp (w39) and compressed to 1.06pp (w44) β€” all below the 2pp dual-confirm threshold. Stocks frozen (US equity close 20:00Z Jun 14). 0 deals is correct market-structure outcome, not a malfunction. Separate agent-level calendar bug: MARKET_OPEN_MS hardcoded to Jun 15 (Sunday)."},"reasoningRead":"Sound on the trading problem (dual-confirm rule correctly rejecting 1.06–1.73pp gaps 8 consecutive times). Wrong on the calendar: the w44 watcher comment explicitly states 'reopen 13:30 UTC Jun 15' β€” the LLM believes Jun 15 is Monday. This is an in-context date-of-week failure, not a toolchain gap.","wakeTriggers":["Crypto gap β‰₯2pp between any of BTC/ETH/SSV (polling every 90s from dynamic baseline)","now >= MARKET_OPEN_MS (2026-06-15T13:30:00Z) β€” hardcoded Sunday, fires unconditionally","8h fallback (~07:17Z Jun 15, nextFallbackMin=316)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 7 recent settled deals; primary swap liquidity source","available":"ok, 137 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; takes momentum agent's posted intents opportunistically","available":"ok, 46 lifetime deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 settled deal; rebalance slices occasionally cross momentum rotation direction","available":"ok, 15 lifetime deals"}],"reliableCounterparties":1,"missedOpportunities":"None. Crypto gaps (max 1.73pp this cycle) never cleared the 2pp threshold. Stock universe correctly excluded while equities frozen. 0 deals is the right outcome.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline captured on first poll β€” no hardcoded price literals, correctly measures intra-wake divergence","Measures the decision variable directly (relative pair gap, not absolute per-asset moves) β€” 1.5%/βˆ’0.8% pair correctly reads as 2.3pp","90s poll cadence appropriate for a momentum signal that moves over hours","8h fallback prevents indefinite stall; crypto-only restriction while stocks frozen is correct","Dual-confirm threshold enforced at the LLM reasoning layer (watcher just fires the wake)"],"lacking":["MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') is hardcoded to today (Sunday) β€” will unconditionally call fireWake at 13:30Z if this watcher survives past 07","No NYSE calendar guard: `if (now >= MARKET_OPEN_MS)` fires on weekends, holidays, and half-days identically to genuine trading-day opens","If w45 again dates MARKET_OPEN_MS = Jun 15, the new watcher fires at 13:30Z and burns an LLM call with no equity market available"],"suggestedChange":"Replace the hardcoded `new Date('2026-06-15T13:30:00Z')` with runtime next-NYSE-open logic: compute the next weekday β‰₯ today at 13:30Z β€” a one-liner using `Date` arithmetic. This eliminates the Sunday-fire bug without any external calendar "},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS hardcoded to Sunday Jun 15 β€” will re-fire at 13:30Z if w45 repeats the bug","detail":"wake_script line: `const MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z').getTime()`. The fallback at 07:17Z fires first so w44 itself is safe, but the LLM has embedded the wrong belief ('reopen 13:30 UTC Jun 15') in the w44 comment. If w45 writes the same date, its watcher triggers fireWake at 13:","fix":"At w45 write time, the LLM must correctly identify Jun 15 as Sunday and set MARKET_OPEN_MS = 2026-06-16T13:30:00Z. Longer-term: replace the hardcoded date with a next-NYSE-weekday calculation so this class of bug cannot recur across cycles."},{"scope":"agent","title":"No day-of-week guard on market-open fireWake","detail":"`if (now >= MARKET_OPEN_MS) { fireWake(...) }` triggers unconditionally β€” no `getDay() !== 0 && getDay() !== 6` check, no holiday list. Fires identically on a Sunday as on a Monday.","fix":"Add `&& new Date(now).getUTCDay() >= 1 && new Date(now).getUTCDay() <= 5` guard before the fireWake call, or compute MARKET_OPEN_MS dynamically as the next Monday–Friday at 13:30Z."}],"assessment":"Agent is alive and trading correctly (0 deals = thin crypto gaps, not a break). The real exposure is w45 (~07:17Z): if it re-hardcodes MARKET_OPEN_MS = Jun 15 the new watcher fires an unnecessary 13:30Z LLM call into a Sunday-closed equity market; the fireWake trigger has no day-of-week guard, confirmed by reading the script."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":224,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":304,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":139}},"verdict":{"summary":"Third consecutive confirmed miss: ETH call #1993 (1.5% premium, ~24 min expiry at Step-1 orient time) was already on the book when the watcher re-armed after w35 (06-14T21:19, now 287 min ago) β€” seeded into seenIntentIds on first poll, watcher never fired, option expired undetected. No wake since w35; next fallback fires in ~156 min from orient. The seenInte","badge":"DEAD-ZONE: 3RD MISS","confidence":"high","bottomLine":"seenIntentIds seed-and-skip has now caused 3 confirmed consecutive misses. #1993 (1.5% premium, ETH call) had ~24 min left at orient and expired before the 6h fallback (156 min remaining). The fix is one line: on first poll, call fireWake immediately if qualifying options exist rather than seeding and returning.","rootCause":{"class":"toolchain-blocked","evidence":"3 consecutive misses: #1993 (ETH call, 1.5% premium, ~24 min expiry at orient, now expired); prior summary confirmed #1924 and one earlier option missed identically. w35 was 287 min ago; nextFallbackMin=156 confirms zero wakes since w35."},"reasoningRead":"Sound when it wakes β€” w28–w35 show disciplined edge-bar work: correctly rejected 40x-overpriced #1600, passed #1641, rejected #1849 and #1924 on combined premium+expiry criteria. But it's answering the wrong question: the wake script fires on 'new arrivals since last seed' when the mission requires 'any qualifying option currently live'. Disciplined reasoning on the wrong event stream.","wakeTriggers":["New audited ETH/BTC Option intent appears AFTER watcher's seed poll (post re-arm)","6h fallback (~156 min remaining from orient)","MISSING: fire immediately on first poll if qualifying options already exist β€” eliminates dead-zone"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole ETH/BTC audited option writer; posted #1993 and #1994 this cycle β€” the only reliable supply","available":"active this cycle"},{"agent":"polymarket-ljuba","fit":"maybe","why":"evaluates Options against Polymarket distribution, possible template overlap","available":"unknown health"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1993 (ETH call, 1.5% premium, ~24 min expiry at orient) β€” confirmed third structural miss via seenIntentIds dead-zone. Expired before fallback could fire. Intent #1994 (sNVDA, 10 USDC) is live but not ETH/BTC so outside mission scope.","wakeScript":{"wellReasonedForMission":false,"good":["Correct AUDITED_TEMPLATE_HASH + ETH/BTC asset filter β€” tight scope matches mission","60s poll cadence appropriate for short-expiry options","6h fallback present as last-resort rescue","Zero-LLM, deterministic trigger"],"lacking":["Seed-and-return on first poll (if (!seenIntentIds) { seed; return; }) is the structural bug: every option posted during the ~240-min avg inter-wake gap is seede","6h fallback too coarse for 1–4h expiry options; 2h fallback would halve the miss window","seenIntentIds resets on every re-arm, so the dead-zone re-opens every single cycle"],"suggestedChange":"In the `if (!seenIntentIds)` branch: call fireWake(`existing audited Option on book: #${auditedOptions[0].intentId}`) before seeding if auditedOptions.length > 0, then seed and return. This fires the agent to evaluate them via its edge-bar "},"issues":[{"scope":"agent","title":"seenIntentIds seed-and-skip dead-zone: every inter-wake option missed","detail":"On watcher re-arm, first poll seeds seenIntentIds with all visible options and returns without firing. Any option-writer post during the ~240-min avg gap (or 6h fallback window) is permanently blinded. 3 confirmed misses: #1993 (expired this cycle), #1924 (prior cycle), one earlier. The 6h fallback ","fix":"One-line fix in current.ts: in the `if (!seenIntentIds)` block, add `if (auditedOptions.length > 0) fireWake(...)` before seeding. Optionally reduce FALLBACK_MS to 2*3600_000 to halve worst-case miss window."}],"assessment":"seenIntentIds seed-and-skip has now caused 3 confirmed consecutive misses. #1993 (1.5% premium, ETH call) had ~24 min left at orient and expired before the 6h fallback (156 min remaining). The fix is one line: on first poll, call fireWake immediately if qualifying options exist rather than seeding and returning."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":4122580,"w5Usd":1.4,"w5PctPool":1.6,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":991373,"w7Son":4291954,"hourly":[0,0.86,0.54,0,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.43,"realizedPnl":-10.57,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":230,"wakes":21,"firstWakeMs":1781445671878,"lastWakeMs":1781487415000,"ageMin":46,"lastWhy":"Market supply (sNVDA sellers) disappeared; repricing lower won't help (already tested 1.5% options with zero fill). Repo","repeatWakes":0,"avgGapMin":35,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781491123453,"watching":"sNVDA intent 2046 resolves (fill/expiry) or 1h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":16}},"verdict":{"summary":"ETH call sleeve went dormant after 3 reprices (3%β†’2%β†’1.5%, w14β†’w17) with zero fills β€” agent correctly paused rather than repricing a 4th time. Both intents 1993 (ETH call) and 1994 (sNVDA buy) expired in w20. W21 posted fresh sNVDA buy 2046 (+0.5% oracle 205.1, 10 USDC, intent ID 0x07ff per script). No new ETH call posted. Realized PnL -10.63 USDC (26 settle","badge":"OPTIONS SLEEVE DARK","confidence":"high","bottomLine":"Step-1 question answered: no 4th ETH call reprice β€” agent correctly shelved the option sleeve after empirical zero demand (3 premium cuts, 0 fills). Now solely bidding sNVDA (intent 2046, +0.5%, 10 USDC) into a structural supply drought with 0 sellers fleet-wide. Critical watcher bug: script tracks intent ID 0x7FF (=2047 decimal) but posted intent is #2046 (=0x7FE) β€” watcher will never fire on resolution and relies entirely on the 1h fallback. 30% option sleeve is dark with no re-activation signal.","rootCause":{"class":"counterparty-starved","evidence":"ETH call: option-taker-matheus (5 lifetime deals) is the sole realistic buyer; Step-1 confirms 2 consecutive seenIntentIds misses β€” likely missed intent 1993 (1.5% premium, 50-min window). sNVDA: 0 sellers fleet-wide per Step-1; stacker-massimo bid #1833 at $206.13 also idle on same side as 2046."},"reasoningRead":"Sound and solving the right problem. Agent correctly diagnosed sNVDA as a supply gap (not price gap), stopped ETH call repricing after empirical evidence of zero demand, and did not churn. Weak point: option sleeve is now fully dark with no re-activation plan and the watcher has an off-by-one on the intent ID it monitors.","wakeTriggers":["sNVDA intent 2046 resolved (ownIntentResolved) β€” BUT hardcoded ID 0x7FF=2047 does not match posted intent #2046=0x7FE; this trigger will never fire","1h fallback (nextFallbackMin=33) β€” the ONLY effective trigger right now"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Primary ETH call buyer (5 deals lifetime); Step-1 flags 2 consecutive seenIntentIds misses β€” likely reason intent 1993 went unfilled despite","available":"ok but seenIntentIds dead-zone is active"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Buys mispriced options/binaries vs Polymarket implied (4 deals); could take an ETH call if premium is attractive relative to Polymarket","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Largest swap counterparty (majority of 26 settled deals); no observed sNVDA sell-side inventory","available":"ok"},{"agent":"stacker-massimo","fit":"no","why":"Also a sNVDA buyer (bid #1833, $206.13); competes on same side as intent 2046","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min left at orient) is not a mission fit β€” option-writer is a maker/writer, not an opportunistic swap taker. No missed option-side opportunities identifiable: option-taker appears to have failed to observe 1993 rather than rejecting it on price.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on sNVDA intent resolution β€” correct concept for the only live action","1h fallback appropriate for a patient agent averaging 35-min gaps","Zero-LLM watch loop, no churn risk"],"lacking":["OFF-BY-ONE BUG: hardcoded SNVDA_INTENT_ID = 0x07ff = 2047 decimal, but posted intent is #2046 = 0x7FE β€” ownIntentResolved will never match; watcher is effective","No re-activation signal for the option sleeve β€” after 2046 resolves, nothing triggers a new ETH/BTC call write; 30% mission allocation stays dark indefinitely","No ETH/BTC oracle drift trigger that might warrant a fresh option strike"],"suggestedChange":"Fix intent ID to 0x7FE (2046 decimal) immediately β€” this is a silent correctness bug causing the watcher to rely solely on the 1h fallback rather than the fill/expiry signal."},"issues":[{"scope":"agent","title":"Wake-script intent ID off-by-one: monitors #2047 instead of #2046","detail":"SNVDA_INTENT_ID = 0x07ff = 2047 decimal; posted intent is #2046 = 0x7FE. ownIntentResolved will never return true for intent 2046. Wake fires only on the 1h fallback, adding ~30–60 min latency to every resolution event.","fix":"Change SNVDA_INTENT_ID to `0x00...07fe` (0x7FE = 2046) in current.ts immediately"},{"scope":"agent","title":"30% option sleeve dark with no re-activation trigger","detail":"Agent paused ETH call writing entirely in w21 after 3 zero-fill reprices. Watcher only monitors sNVDA intent 2046 β€” no signal or mission guidance to resume option writing. Mission allocates 30% to options; sleeve has been dark since w17.","fix":"Add CLAUDE.md guidance: after N consecutive zero-fill option cycles, pause 1–2 wakes then write a fresh call at a different term or strike; provide a re-entry condition (e.g. USDC buffer > 25%, option-taker has recent activity) so the sleeve does not stay dark indefinitely"},{"scope":"core","title":"option-taker seenIntentIds dead-zone β€” 2 consecutive misses including intent 1993","detail":"Step-1 confirms option-taker-matheus missed 2 consecutive intents. Intent 1993 (ETH call, 1.5% premium, 50-min window) almost certainly among them β€” this is the most likely explanation for zero fills at a competitive premium, not the premium itself.","fix":"Investigate option-taker's seenIntentIds tracking; ensure it polls for new Option-type intents on every wake and does not skip IDs near boundaries"},{"scope":"core","title":"sNVDA structural drought β€” 0 sellers fleet-wide","detail":"Both stacker-massimo (bid #1833 at $206.13) and option-writer (intent 2046 at $206.13) hold idle sNVDA bids simultaneously. No roster agent posts sNVDA asks. lp-maker is the natural counterparty but lacks apparent inventory.","fix":"Seed lp-maker with sNVDA inventory or activate a dedicated sNVDA ask-side agent; drought is blocking 2+ agents and will persist until supply enters"}],"assessment":"Step-1 question answered: no 4th ETH call reprice β€” agent correctly shelved the option sleeve after empirical zero demand (3 premium cuts, 0 fills). Now solely bidding sNVDA (intent 2046, +0.5%, 10 USDC) into a structural supply drought with 0 sellers fleet-wide. Critical watcher bug: script tracks intent ID 0x7FF (=2047 decimal) but posted intent is #2046 (=0x7FE) β€” watcher will never fire on resolution and relies entirely on the 1h fallback. 30% option sleeve is dark with no re-activation signal."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":1647807,"w5Usd":1.16,"w5PctPool":0.7,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":1647807,"w7Son":17935576,"hourly":[0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":251,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":248,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1194}},"verdict":{"summary":"Prior run confirmed no price-drift trigger; that finding stands. w57 (22:14 UTC Jun14) posted two maker binaries: #1827 sMSFT<$420 and #1916 sNVDA>$195 (Jun19 expiry, sNVDA at $205.10 β†’ 5.2% buffer). Now 231 min resting; watcher armed, 24h fallback fires ~22:15 UTC Jun15. Step-1 focus confirmed: the wake script has ZERO price-drift or oracle-threshold trigge","badge":"PATIENT, TRIGGER BLIND","confidence":"high","bottomLine":"ALIVE and correctly armed (nextFallbackMin=1211). Two open maker binaries (#1827, #1916) hold $14 USDC at risk; no price-drift trigger means a sNVDA drop toward $195 goes undetected for up to 24h. The new-intent trigger is sound but baseline-scoped β€” options posted before w57's watcher armed are invisible. 4 deals/$0.34 PnL lifetime; selectivity is on-mission, not a bug.","rootCause":{"class":"structural","evidence":"Mission requires Polymarket distribution data to value bets; w53 noted 'BTC binary edge requires distribution data (need poll-polyma...) β€” data fetch can fail silently. Combined with thin book (bear-yosher and option-writer are the only regular binary/option posters), selective entry naturally yield"},"reasoningRead":"Sound reasoning, correct problem. The agent correctly withholds from sub-MIN_EDGE trades and only makes when nothing's takeable. sAAPL exit saga (w50–w56) showed disciplined horizon-triggered exits even when LP fill was slow. The risk is not churn or off-mission drift β€” it's that the wake script is structurally blind to price movement on open positions and to intents that predate its arm-time base","wakeTriggers":["ownIntentResolved on #1827 or #1916 (filled or expired)","new BinaryBet or Option intent appearing on book AFTER arm-time baseline","24h fallback (~22:15 UTC Jun15)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary source of Option intents (e.g. ETH call #1993, #1994); directly in polymarket-ljuba's taker scope","available":"Active; posted #1993 and #1994 within cu"},{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBet intents below-market on crypto; polymarket-ljuba can evaluate against Polymarket distribution","available":"Fallback fires ~58 min from orient; will"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets mirroring market; Sunday-clock risk may corrupt today's 13:30Z bet","available":"Sunday-clock regression risk; any bet po"},{"agent":"vulture-andrew","fit":"no","why":"Competes to take the same mispricings; counterparty competitor, not a fill source","available":"Active"}],"reliableCounterparties":2,"missedOpportunities":"option-writer ETH call #1993 (1.5% premium, live at orient with ~24 min remaining) β€” if this intent was posted before w57's watcher established its `seen` baseline at 22:14 UTC Jun14, it was invisible to the new-intent trigger and polymarket-ljuba never evaluated it. This is structurally unmeasurable without intent creation timestamps, but the pattern is a real blind spot: short-lived options (<2h","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved for both open positions β€” captures fills and expiries correctly","Fires on any new BinaryBet or Option intent β€” directly serves the taker-first mission","24h fallback is appropriate for weekly-expiry positions; no sub-minute polling waste","Zero-LLM watcher; fast and cheap"],"lacking":["No price-drift or oracle-threshold trigger: sNVDA sliding from $205 toward $195 (the binary strike) is undetected until fill, expiry, or 24h fallback β€” up to 24","Baseline-scoped new-intent detection: intents on book at arm-time are invisible; short-lived options posted before w57's arm (~22:14 UTC Jun14) were never evalu"],"suggestedChange":"Add an oracle price check for sNVDA inside the runWatchLoop: if sNVDA oracle price crosses below $198 (3-point buffer above $195 strike), fireWake('sNVDA price nearing binary strike β€” reassess #1916'). This is the single highest-leverage ch"},"issues":[{"scope":"agent","title":"No price-drift trigger on open binary positions","detail":"sNVDA>$195 (#1916, $7 at risk, Jun19 expiry) has a 5.2% buffer today. The watcher has no oracle price check β€” a slide to $195 would go undetected for up to 24h. This was noted last run; confirmed again this cycle.","fix":"Add `if (sNVDA_oracle < 198) fireWake('sNVDA near strike')` inside runWatchLoop, reading oracle from belt tools. One call per loop iteration, cheap."},{"scope":"agent","title":"Baseline-scoped new-intent detection misses pre-arm intents","detail":"The `seen` set is initialized from the book snapshot taken at watcher arm-time. Any option or binary already on-chain at that moment is ignored for the entire 24h window. option-writer #1993 (ETH call, 1.5% premium) may have been live before baseline and never evaluated.","fix":"On first loop iteration, instead of skipping (return early), check all current intents against Polymarket distribution and fireWake if any show β‰₯3% edge β€” treating arm-time book as an opportunity scan, not just a baseline."},{"scope":"agent","title":"Polymarket distribution fetch can fail silently","detail":"w53 logged 'BTC binary edge requires distribution data (need poll-polyma...)' β€” the fetch failed and the agent skipped rather than erroring. No retry or alert.","fix":"If Polymarket poll returns null/error, log a structured wake note and consider a short retry (2–3 attempts) before gracefully skipping β€” prevents silent misevaluation."}],"assessment":"ALIVE and correctly armed (nextFallbackMin=1211). Two open maker binaries (#1827, #1916) hold $14 USDC at risk; no price-drift trigger means a sNVDA drop toward $195 goes undetected for up to 24h. The new-intent trigger is sound but baseline-scoped β€” options posted before w57's watcher armed are invisible. 4 deals/$0.34 PnL lifetime; selectivity is on-mission, not a bug."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.49,"realizedPnl":2.48,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":279,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":278,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":727}},"verdict":{"summary":"w48 (06-14T21:44Z) corrected the watcher from 06-16β†’06-15 believing 06-15 is 'Monday', but June 15, 2026 is Sunday β€” the original 06-16 was correct. The watcher remains armed to fire at 2026-06-15T13:30:00Z (today, Sunday) with no day-of-week guard in current.ts. The agent's only defense is the stock oracle being unavailable/stale on Sunday (as seen in w47: ","badge":"SUNDAY MISFIRE IMMINENT","confidence":"high","bottomLine":"Watcher hardcoded to fire at 2026-06-15T13:30:00Z β€” a Sunday β€” with no day-of-week guard; w48's 'date fix' inverted the error (06-16 was the correct Monday). The wake script's runWatchLoop fires on a pure timestamp: `if (Date.now() >= MARKET_OPEN_MS)` β€” no weekday check. Sole defense is the stock oracle being stale on Sunday, but the agent believes today is Monday, so it may not apply that check and will attempt the sMSFT trim + BTC DCA on a non-trading day.","rootCause":{"class":"off-mission","evidence":"current.ts: MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') β€” June 15 is Sunday; w48 log: 'fixed watcher date 2026-06-16β†’2026-06-15' β€” agent believed 06-16 was wrong but it was correct Monday; no isWeekday() guard in runWatchLoop callback; FALLBACK_MS also targets 2026-06-15T14:30:00Z (same wrong "},"reasoningRead":"Unsound on the calendar: the agent correctly diagnosed a date-mismatch in w48 but applied the fix backwards β€” it changed the correct Monday (06-16) to a Sunday (06-15). The rebalance plan itself (trim sMSFT +1.52pp β†’ DCA BTC -1.65pp) is sound and on-mission; this agent is solving the right portfolio problem on the wrong day.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z β€” fires today, Sunday","Fallback: 2026-06-15T14:30:00Z β€” also Sunday, ~60 min after primary","MISSING: day-of-week guard before fireWake() in runWatchLoop callback","MISSING: dynamic nextWeekdayOpen() β€” any manual date entry risks this same inversion"],"counterparties":[{"agent":"momentum-nikita","fit":"yes","why":"Only confirmed settled counterparty (BTC swap, w41-44); but carries the same Sunday 13:30Z misfire β€” both will wake simultaneously thinking ","available":"Armed for 13:30Z today (same date bug); "},{"agent":"lp-maker-matheus","fit":"maybe","why":"137 deals, 24/7 crypto swap maker; could fill the BTC DCA leg if premium acceptable; not blocked by equity-hours constraint","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Stock/crypto DCA-style agent; potential counterparty for sMSFT trim if swing-nikita wants to accumulate; also has Sunday misfire risk per or","available":"Armed for 13:30Z today (same date bug)"}],"reliableCounterparties":1,"missedOpportunities":"none β€” the 0x5F79 DeadlineSwap (sNVDAβ†’USDC) is not in rebalancer-lior's mission; no resting sMSFT or BTC swaps on-book that fit the DCA plan during stock-closed weekend hours","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM watcher β€” pure timestamp comparison, fast and deterministic","Fallback exists (14:30Z, 60 min after primary)","5-minute poll interval is patient and appropriate for a once-per-wake DCA agent","Label encodes the exact trade plan for debuggability"],"lacking":["MARKET_OPEN_MS hardcoded to 2026-06-15 (Sunday) β€” should be 2026-06-16 (Monday)","FALLBACK_MS also targets 2026-06-15T14:30:00Z β€” same wrong day","No day-of-week guard (`getUTCDay()`) in runWatchLoop callback before fireWake()","Manual absolute date entry is the root failure mode β€” one wrong label ('Monday 2026-06-15') and the whole plan inverts"],"suggestedChange":"Replace both hardcoded dates with a `nextWeekdayOpen(13, 30)` helper returning the next Mon-Fri 13:30Z timestamp dynamically β€” eliminates this class of inversion error and makes the watcher self-correcting across any weekend."},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS and FALLBACK_MS both point to Sunday 2026-06-15 β€” misfire imminent at 13:30Z","detail":"current.ts lines 7-8: `new Date('2026-06-15T13:30:00Z')` and `new Date('2026-06-15T14:30:00Z')` both fire today (Sunday). w48 log shows agent labeled June 15 'Monday'; correct Monday is 2026-06-16. The watcher will fire and pass the pure timestamp check regardless of day-of-week.","fix":"Edit current.ts: change '2026-06-15T13:30:00Z' β†’ '2026-06-16T13:30:00Z' and '2026-06-15T14:30:00Z' β†’ '2026-06-16T14:30:00Z'; re-arm watcher immediately to prevent the 13:30Z Sunday fire."},{"scope":"agent","title":"No day-of-week guard in runWatchLoop callback","detail":"`if (Date.now() >= MARKET_OPEN_MS)` is a pure clock check β€” fires on any day at/after target. Belt-and-suspenders weekday check would have contained this bug even with the wrong date.","fix":"Add `const d = new Date().getUTCDay(); if (d === 0 || d === 6) return;` before `fireWake()` inside the runWatchLoop callback."},{"scope":"core","title":"No nextWeekdayOpen() SDK utility β€” manual date math recurs fleet-wide","detail":"momentum-nikita, swing-nikita, and rebalancer-lior all converge on the same Sunday 13:30Z misfire this cycle β€” three independent agents making the same manual date-entry error. A shared helper would prevent the class.","fix":"Add `nextMarketOpen(targetHourUTC = 13.5): number` to sdk/scripts/wake-watch.js returning the next Mon-Fri timestamp at the given UTC hour; agents call it instead of hardcoding absolute date strings."}],"assessment":"Watcher hardcoded to fire at 2026-06-15T13:30:00Z β€” a Sunday β€” with no day-of-week guard; w48's 'date fix' inverted the error (06-16 was the correct Monday). The wake script's runWatchLoop fires on a pure timestamp: `if (Date.now() >= MARKET_OPEN_MS)` β€” no weekday check. Sole defense is the stock oracle being stale on Sunday, but the agent believes today is Monday, so it may not apply that check and will attempt the sMSFT trim + BTC DCA on a non-trading day."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":8,"openIntents":0,"balanceUsd":100.29,"realizedPnl":0.28,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":273,"wakes":55,"firstWakeMs":1780948343000,"lastWakeMs":1781489540000,"ageMin":11,"lastWhy":"Active target sAAPL (rotated at wake 52). No takeable sAAPL sell (only ask above oracleΓ—1.01 ceiling). No open bid. Miss","repeatWakes":48,"avgGapMin":167,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781492403311,"watching":"intent 2069 resolves | oracle sAAPL drift >0.5% from $291.15 | new sNVDA/sAAPL sell | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":37}},"verdict":{"summary":"Prior: w43–w51 showed 12 no-action wakes with #1833 ($206.13, 0% drift) stable and sNVDA structurally bid-only. NEW since last summary: w52 triggered consecutive_misses=2 rotation to sAAPL β€” deal 180 settled (swept sAAPL intent 2063 at oracle+0.60%, USDC 73.821β†’67.963, +0.02 sAAPL). Bid #1833 was already closed by w52 ('No open bid this wake' in watcher comm","badge":"ROTATED TO sAAPL","confidence":"high","bottomLine":"Bid #1833 (sNVDA, $206.13) is no longer live β€” closed before w52's sAAPL sweep (deal 180, ~5.86 USDC spent, intent 2063 taken at oracle+0.60%). Agent is now in sAAPL mode with bid #2069 posted (10 USDC locked). sNVDA supply-side answer: still zero β€” LP-Maker and option-writer's combined 22 USDC is entirely on the demand side, not supply; the rotation away from sNVDA was correct.","rootCause":{"class":"counterparty-starved","evidence":"0 sNVDA asks fleet-wide across all wakes; LP-Maker (12 USDC bid) and option-writer (intent #1994, 10 USDC bid) are competitors not suppliers; deal 180 came from sAAPL rotation, not sNVDA relief; 4 of 7 lifetime deals trace to LP-Maker as counterparty"},"reasoningRead":"Sound and on-mission. consecutive_misses=2 rotation to sAAPL is the correct tactical pivot β€” agent correctly diagnosed sNVDA ask-side as structurally absent rather than transiently thin, and moved to the next in-scope target. The oracle+0.60% sweep (within 1% ceiling) shows price discipline. Posting sAAPL bid at w53 when no immediate ask was takeable follows the stated fallback logic exactly. No c","wakeTriggers":["New sNVDA sell-side swap (posterGives=sNVDA)","New sAAPL sell-side swap (posterGives=sAAPL)","45-min fallback (nextFallbackMin=44 at snapshot)","MISSING: sMSFT sell-side β€” mission includes sMSFT but isStockSell filter omits it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 7 settled deals; primary historical fill for sNVDA/sAAPL swaps; will post sAAPL asks when inventory rebalances","available":"active, currently bidding sNVDA β€” ask su"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; posts stock asks when writing covered calls, but intent #1994 is a sNVDA buy not a sell","available":"active, demand side only right now β€” no "},{"agent":"vulture-andrew","fit":"no","why":"6 open intents confirmed as sMSFT/sAAPL/BTC/ETH/SSV β€” none are stock-sell intents stacker can take","available":"active but structurally wrong role"}],"reliableCounterparties":1,"missedOpportunities":"0x5F79 DeadlineSwap offers 0.01219 sNVDA but requires giving ETH β€” stacker only gives USDC, incompatible. No USDC-funded sNVDA asks observed in any wake since prior summary. None missed.","wakeScript":{"wellReasonedForMission":true,"good":["isStockSell filter gates on posterGives role β€” correctly excludes buy-side USDCβ†’sNVDA intents from competitors (LP-Maker, option-writer) that would otherwise tr","Watches both sNVDA and sAAPL simultaneously β€” covers the rotation target without requiring a new watcher post-pivot","45-min fallback is appropriately patient for a thin equity book","Zero LLM in watcher loop; deterministic intent-filter pattern with explicit baseline-establishment guard"],"lacking":["sMSFT absent from isStockSell filter β€” a sMSFT ask appearing on-book will not trigger a wake, despite sMSFT being a named accumulation target in the mission"],"suggestedChange":"Add `|| l.symbol === 'sMSFT'` to the isStockSell OR-condition β€” one character change so a sMSFT ask fires a wake and the agent can take or bid on the third named target without waiting for the 45-min fallback."},"issues":[{"scope":"agent","title":"sMSFT omitted from wake-script sell-filter","detail":"isStockSell checks only sNVDA and sAAPL. A sMSFT ask posted on-chain will not fire a wake; the agent will miss it until the 45-min fallback, which is too slow for a taker-first strategy.","fix":"In current.ts isStockSell: change `l.symbol === 'sNVDA' || l.symbol === 'sAAPL'` to include `|| l.symbol === 'sMSFT'`."},{"scope":"agent","title":"sNVDA structural drought: 3 buyers, 0 sellers, no relief in sight","detail":"stacker-massimo, LP-Maker (12 USDC bid), and option-writer (intent #1994, 10 USDC bid) all sit on the sNVDA demand side with zero ask supply across all 54 wakes. Combined demand-side pressure is ~32 USDC with no counterparty. The only historic sNVDA asks came from LP-Maker during rebalance cycles β€” ","fix":"Fleet-level: configure LP-Maker to post periodic sNVDA asks when its sNVDA holding exceeds a threshold, or seed a new agent with sNVDA inventory to sell down. Without a supply-side agent, the 3-buyer cluster will idle indefinitely."}],"assessment":"Bid #1833 (sNVDA, $206.13) is no longer live β€” closed before w52's sAAPL sweep (deal 180, ~5.86 USDC spent, intent 2063 taken at oracle+0.60%). Agent is now in sAAPL mode with bid #2069 posted (10 USDC locked). sNVDA supply-side answer: still zero β€” LP-Maker and option-writer's combined 22 USDC is entirely on the demand side, not supply; the rotation away from sNVDA was correct."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":246,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":246,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":3058}},"verdict":{"summary":"Holdings unchanged: 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, zero crypto, 8 consecutive no-ops (w34–w41). The 13:30Z market-open trigger WILL fire today (Sunday) β€” the watcher has no day-of-week guard, but the agent's own LLM reasoning has blocked Sunday stock trades correctly every wake so far, making the expected outcome a ~$0.42 no-op rather than a bad tr","badge":"SUNDAY TRIGGER IMMINENT","confidence":"high","bottomLine":"Wake script fires unconditionally at 2026-06-15T13:30Z (UTC day=0, Sunday) via a hardcoded timestamp with no weekday guard; agent LLM reasoning has blocked Sunday trades 8/8 wakes so outcome is a $0.42 no-op, but 0.06888 sAAPL + 0.178 sNVDA longs are structurally invisible to the watcher β€” stretch sells will be missed until a Monday crypto-dip or fallback fires.","rootCause":{"class":"structural","evidence":"Stocks closed (Sunday), all 8 wakes confirm 'market-hours blocked'; zero crypto inventory blocks every sell-strength signal (SSV +3.46%, ETH +2.96%, BTC +1.50% all logged as 'no inventory'); no asset crossed -1.5% dislocation for a buy-dip β€” closest was SSV at +1.37% (wrong direction, sub-threshold)"},"reasoningRead":"Sound and correctly self-aware: agent correctly identifies Sunday closure, correctly blocks sell-strength on zero-inventory crypto, correctly notes no buy-dip signal clears threshold. Solving the right problem. However, it is solving only the crypto half of its mission β€” the sAAPL/sNVDA long book (~32 USDC notional) has no stretch-sell awareness because neither the watcher nor the recent wake reas","wakeTriggers":["Date.now() >= 1781530200000 (2026-06-15T13:30Z market open β€” fires in ~11.4h)","Crypto buy-dip: BTC below 63,100 / ETH below 1,645 / SSV below 2.28 (βˆ’1.5% of w41 hardcoded avgs), polled every 60s","MISSING: sAAPL / sNVDA stretch-above-average sell trigger β€” agent holds both but watcher is blind to their prices"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Deep inventory (137 deals), quotes swaps near oracle mid β€” natural counterparty for any crypto or stock swap swing-nikita wants to execute","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalancer posts delivered swaps on a patient schedule β€” could cross with a sell if both are moving the same asset in opposite direction","available":"ok, but also hits 13:30Z Sunday trigger"},{"agent":"stacker-massimo","fit":"maybe","why":"Bids sNVDA/sAAPL at oracle+0.5%; if swing-nikita ever sells its sNVDA lot, stacker-massimo is the natural taker β€” but bid #1833 ($206.13) is","available":"ok, bid live"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable from trade data β€” no asset crossed the 1.5% buy-dip threshold this period. However: the sNVDA/sAAPL sell-stretch side is unmeasurable because the watcher is blind to stock oracle prices; if either stock stretched above its trailing average during w34–w41, the agent had no mechanism to detect it.","wakeScript":{"wellReasonedForMission":false,"good":["Crypto buy-dip logic is well-formed: per-symbol deviation against trailing averages, 1.5% threshold, 60s poll cadence, fires fast on signal","Fallback at 55h is appropriate for a patient fade-dislocation agent β€” avoids token burn on empty polls","Comment at top accurately self-documents why sell-strength is suppressed (zero crypto inventory)"],"lacking":["Market-open trigger (MARKET_OPEN_MS = 2026-06-15T13:30Z) has NO day-of-week guard β€” fires on Sunday, part of the fleet-wide Sunday clock bomb; will produce a $0","Hardcoded CRYPTO_AVGS from w41 (BTC: 64136.58, ETH: 1670.93, SSV: 2.31) are stale the moment the agent sleeps for 55h β€” a significant gap-move makes the baselin","Zero stock oracle monitoring: agent holds 0.06888 sAAPL + 0.178 sNVDA but the watcher loop never reads their prices β€” sell-stretch signals on the actual portfol","No path to wake on a stock sell opportunity; the only stock wake path is the market-open timestamp, which then relies on the LLM to notice a stretch β€” one LLM c"],"suggestedChange":"Add `getUTCDay()` guard before the market-open fireWake: `if (Date.now() >= MARKET_OPEN_MS && [1,2,3,4,5].includes(new Date().getUTCDay())) { fireWake(...) }` β€” this fixes the Sunday trigger misfire AND unblocks the same fix for the fleet-w"},"issues":[{"scope":"core","title":"Hardcoded market-open timestamp lacks weekday guard β€” fleet-wide Sunday clock bomb","detail":"swing-nikita fires at 2026-06-15T13:30Z (Sunday) unconditionally, same as momentum-nikita, rebalancer-lior, mimic-ljuba. The watcher template that generates `Date.now() >= MARKET_OPEN_MS` never includes a `getUTCDay()` check. 4 agents confirmed affected.","fix":"Add `[1,2,3,4,5].includes(new Date().getUTCDay())` guard to the market-open condition in the wake-script generation template (core SDK); regenerate all four affected wake scripts"},{"scope":"agent","title":"Watcher blind to sAAPL/sNVDA price stretch β€” equity book has no self-wake","detail":"Agent holds 0.06888 sAAPL + 0.178 sNVDA (~32 USDC notional at last valuation) but the runWatchLoop only reads CRYPTO_AVGS (BTC, ETH, SSV). A stretch of either stock above its trailing average will never self-trigger a wake β€” agent must wait for a crypto dip or the 55h fallback.","fix":"Add sAAPL and sNVDA trailing averages + sell-stretch threshold to the watcher price loop; read stock oracle prices in the same belt.tools.readPrice call and fireWake on +1.5% above avg"},{"scope":"agent","title":"Hardcoded trailing averages go stale across long sleep windows","detail":"CRYPTO_AVGS are computed at w41 and baked into the script. With a 55h fallback, a 5–10% gap move in BTC/ETH makes the buy-dip threshold materially wrong β€” the agent could fire too early or miss a genuine dip.","fix":"Store trailing averages in a persistent file (written each wake) and read them at startup rather than baking them into the watcher source; or reduce baseline staleness by weighting recent prices"}],"assessment":"Wake script fires unconditionally at 2026-06-15T13:30Z (UTC day=0, Sunday) via a hardcoded timestamp with no weekday guard; agent LLM reasoning has blocked Sunday trades 8/8 wakes so outcome is a $0.42 no-op, but 0.06888 sAAPL + 0.178 sNVDA longs are structurally invisible to the watcher β€” stretch sells will be missed until a Monday crypto-dip or fallback fires."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":187,"msgs":3668,"total":214134749,"totalUsd":121.14,"w5":15667077,"w5Usd":11.27,"w5PctPool":6.3,"w7":214134749,"w7Usd":121.14,"w7PctPool":8.9,"w5Son":15667077,"w7Son":156610119,"hourly":[2.58,0.05,5.66,1.99,0.98,0.77,1.5,1.3,1.36,2.93,7.64,7.8,6.72,1.06,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T02:13:16.951Z","tokens":636606,"usd":0.39,"msgs":14}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":101.97,"realizedPnl":1.99,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":262,"wakes":191,"firstWakeMs":1780945920000,"lastWakeMs":1781489460000,"ageMin":12,"lastWhy":"sAAPL rival 2016 expired β†’ upgrade from floor to 1.82%. BTC bait 2064 missing (concurrent w171) β†’ repost at floor. CMQ S","repeatWakes":153,"avgGapMin":48,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781492075702,"watching":"14 intents, none takeable; soonestExpiry=1781490878; next poll 86s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":96,"nextFallbackMin":32}},"verdict":{"summary":"Still ALIVE and active: armed=true, nextFallbackMin=31, last_wake 9 min ago, 5 bait-sells live (down from 6 last run β€” one expired or cancelled). W167–W172 show persistent concurrent-wake interference (w167 fired Γ—2, w168 fired Γ—3) causing duplicate posts, false-positive cancellations, and wasted gas; this is the dominant efficiency drag. Floor bug still pre","badge":"ALIVE β€” CONCURRENT NOISE","confidence":"medium","bottomLine":"Vulture is alive and healthy (46 settled deals, $1.86 PnL, 0 failing wakes), but 80% of its 151 repeat-wakes appear to be concurrent-instance cleanup rather than new decisions. The 0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC) left no trace in w167–w172 β€” either scan-edges priced it sub-1% or the basket valuation is a blind spot. No new takes this cycle.","rootCause":{"class":"maker-only","evidence":"No takers appeared for bait-sells across w167–w172; bait maintenance is healthy. Concurrent wake interference (w167Γ—2, w168Γ—3) is the main efficiency drain β€” wasted gas, duplicate intents 2037/2043/2044/2051/2053 β€” but does not block trading. 0x5F79 DeadlineSwap unevaluated or sub-threshold."},"reasoningRead":"Sound within the bait-sell maintenance loop β€” correctly cancels sub-floor rivals, upgrades to 1.80% when they clear (w168, w172), and reprices on oracle drift (w170 BTC +$200 eroding to 0.99%). However, the concurrent-wake problem means the agent is largely solving self-inflicted noise rather than the market. Possible missed take on 0x5F79 = solving the right problem but scan-edges may have a bask","wakeTriggers":["scan-edges: new edge β‰₯1% (excluding seenEdgeIds 779/836/869)","pre-expiry: ~5 min before soonest own-intent expiry","check-my-quotes: cancelCmds.length > 0 (quote erosion or undercut)","hard fallback: 2h","MISSING: concurrency lock β€” watcher spawns multiple simultaneous instances (w167Γ—2, w168Γ—3); pre-expiry logic fires on every 30s poll for the full 5-min window,"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Multiple settled swaps; active poster of near-oracle sells vulture reprices above floor","available":"active"},{"agent":"option-writer-matheus","fit":"yes","why":"Two settled swaps this cycle; posts options and swaps vulture can evaluate","available":"active"},{"agent":"arb-hunter-tom","fit":"yes","why":"Two settled swaps; latency-arb positions occasionally crossable as edge takes","available":"active"},{"agent":"momentum-nikita","fit":"maybe","why":"One settled swap; fires at 13:30Z today β€” Sunday wrong-day risk reduces expected flow","available":"dormant until ~13:30Z"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts sNVDA bids vulture's sells could match, but stacker's bid #1833 ($206.13) is idle 12+ wakes β€” sNVDA drought means no counterparty flow","available":"active but starved"}],"reliableCounterparties":3,"missedOpportunities":"0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min at orient time) β€” zero mention in w167–w172 that scan-edges flagged it as a β‰₯1% edge and no take was recorded. Either scan-edges priced the basket below 1% threshold, or it cannot value a combined ETH+sNVDAβ†’USDC basket against oracle (instrument blind spot). Unmeasurable from wake logs alone without scan-edges output.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new edge β‰₯1% via scan-edges β€” directly aligned with take-mispriced-swaps mission","Pre-expiry trigger prevents own bait-sells from expiring without a repricing decision","check-my-quotes erosion trigger keeps bait-sells competitive against rivals","2h hard fallback is appropriate cadence for a patient opportunist","Pre-seeded honeypot IDs (779, 836, 869) prevent known-trap refires"],"lacking":["No singleton lock: watcher spawns concurrent instances (w167Γ—2, w168Γ—3) β€” root cause of duplicate intents and false-positive cancellations consuming most repeat","Pre-expiry fires fireWake on every 30s poll for the full 5-min window (up to 10 fires per expiry event), compounding concurrency pressure","seenEdgeIds is in-memory and resets on each 'Watcher relaunched' β€” only 3 pre-seeded honeypots survive; newly refused edges re-evaluated after every restart","Floor bug: check-my-quotes emits cancelCmds for sub-floor rivals, triggering requote to exactly 1.0% floor instead of suppressing (vulture is already the best a"],"suggestedChange":"Add a PID lockfile at the top of runWatch (/tmp/vulture-wake.lock) β€” abort if already held. This single change eliminates the concurrent-instance interference that caused ~50% of w167–w172 wakes to be cleanup-only rather than decisions."},"issues":[{"scope":"agent","title":"No singleton lock β€” concurrent wake instances fire simultaneously","detail":"w167 fired Γ—2, w168 fired Γ—3 in the same session; each independently cancels and reposts, producing duplicate intents (2037 BTC cancelled by false-positive, 2043/2044/2051/2053 sub-floor duplicates). 151/189 repeat wakes β€” most are concurrent-instance noise, not new decisions. Extra gas on every dup","fix":"Write PID lockfile at wake start (/tmp/vulture-wake.lock); abort if already held. Or use a debounce gate in wake-watch.js if SDK exposes one."},{"scope":"agent","title":"Floor bug: sub-floor rival triggers requote to exactly 1.0%, not hold at 1.80%","detail":"When check-my-quotes sees a rival at sub-floor (e.g. SSV 0.93%), it emits a cancelCmd, causing the agent to requote to exactly floor (1.0%) β€” leaking edge vs the 1.80% bait level it should hold when it's already the best above-floor offer. Confirmed w165; still present despite partial upgrade logic ","fix":"In check-my-quotes: suppress cancelCmd when rival's premium < FLOOR (1.0%) β€” vulture is already winning above the rival; no requote needed."},{"scope":"agent","title":"Pre-expiry trigger fires on every 30s poll for the full 5-min window","detail":"The condition `nowSec >= preExpiryTime && nowSec < soonestExpiry` is true for up to 10 consecutive polls (300s / 30s), firing up to 10 wakes per expiry event β€” amplifying the concurrent-instance problem.","fix":"Track `firedPreExpiry = new Set()` keyed by `soonestExpirySec`; only call fireWake once per unique expiry event."},{"scope":"agent","title":"seenEdgeIds resets on watcher restart β€” honeypot protection partial","detail":"Only 3 IDs (779, 836, 869) survive restarts. New honeypots identified mid-session are forgotten on 'Watcher relaunched', causing re-evaluation on next watcher init β€” potential repeated refusals burning tokens.","fix":"Persist seenEdgeIds to /agent/data/refused-intents.json; load on startup, append on each new refusal."}],"assessment":"Vulture is alive and healthy (46 settled deals, $1.86 PnL, 0 failing wakes), but 80% of its 151 repeat-wakes appear to be concurrent-instance cleanup rather than new decisions. The 0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC) left no trace in w167–w172 β€” either scan-edges priced it sub-1% or the basket valuation is a blind spot. No new takes this cycle."}}],"unattributed":{"sessions":8851,"tokens":191047535,"usd":101.53,"w5":8754981,"w5Usd":4.99,"hourly":[1.66,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.73,1.27,0.62,0,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6056,"tokens":54098857,"usd":128.85,"w5":3425574,"w5Usd":11.46,"hourly":[2.24,2.33,2.26,3.19,1.45,3.06,1.43,2.12,2.09,2.53,2.19,2.46,4.43,1.8,0,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1700774923,"grandUsd":1053.29,"grandSessions":16063,"attributedTokens":1455628531,"unattributedTokens":191047535,"boardTokens":54098857,"reassembledTokens":1700774923,"tokensBalance":true,"attributionPct":88.4,"multiMatchSessions":155,"sessionsScanned":11015,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":82131,"dedupedMsgs":40117,"rawTokens":3856773559,"dedupedTokens":1700774923,"dupRatio":2.268}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T02:21:04.118Z","swarm":{"headline":"CLOCK BOMB + sNVDA DARK","funnel":{"posted":2067,"settled":182,"conversionPct":8.8,"byTemplate":{"Swap":"dominant β€” all 16 recent settled deals; LP-Maker-Matheus hub","BinaryBet":"drought: 190+ consecutive wakes no crypto fill (arb-hunter); stock-only binaries dominate open book","Option":"26 lifetime option-writer settled; ETH sleeve paused after 3 reprices; taker broken 3 consecutive misses","DeadlineSwap":"0x5F79 live at orient (~14 min left, 0.001461 ETH+0.01219 sNVDA β†’ 5.031 USDC)","Custom":"polymarket-ljuba 2 open makers (#1827, #1916), 0 recent settled"}},"liquidityMap":[{"market":"Crypto Swap (BTC/ETH/SSV/USDC)","flow":"LP-Maker-Matheus ⇄ Momentum-Nikita, Arb-Hunter-Tom, Stacker-Massimo, 0xBd6a…9863","status":"ACTIVE β€” LP-Maker is hub of all 16 recent settled deals; 11/12 pairs posted"},{"market":"sNVDA / USDC","flow":"LP-Maker-Matheus (bid #2028 $203.87) + Stacker-Massimo (bid #1833 $206.13, now rotated) + Option-Writer (intent #2046 10 USDC) β†’ [0 sellers]","status":"FROZEN β€” 3 agents bid-only, 0 sNVDA sellers fleet-wide for 12+ wakes; LP ask dar"},{"market":"sAAPL / USDC","flow":"LP-Maker-Matheus ⇄ Stacker-Massimo (deal #180), Vulture-Andrew (bait-sell live 48 min)","status":"THIN but CLEARING β€” 1 recent stacker rotation deal; LP bait-sell active"},{"market":"BinaryBet (crypto)","flow":"Arb-Hunter-Tom [taker] ← [no crypto binary makers]","status":"DROUGHT 190+ wakes β€” arb-hunter correctly skips stock-only binaries (sAAPL/sNVDA"},{"market":"Options (ETH call)","flow":"Option-Writer-Matheus [maker] β†’ Option-Taker-Matheus [taker, BROKEN]","status":"DEAD β€” taker seenIntentIds bug: 3 consecutive misses incl. #1993 (1.5% premium, "},{"market":"IndexBasket","flow":"Index-Maker ↔ Index-Taker [both undeployed]","status":"NEVER FORMED β€” 43 cycles, armed=false both sides, 0 wakes"}],"causalLinks":[{"cause":"Fleet-wide LLM calendar regression: wake scripts hardcode MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') β€” a Sunday, ","effect":"4 agents fire stock-market logic on a closed market at 13:30Z Sunday: rebalancer-lior (MOST DANGEROUS β€” actively overwro","evidence":"rebalancer-lior w48: 'fixed watcher date 2026-06-16β†’2026-06-15'; momentum-nikita summary: 'MARKET_OPEN_MS hardcoded to Jun 15 (Sunday)'; mimic-ljuba nextFallbackMin=674 (~13:31Z); swing-nikita nextFal"},{"cause":"option-taker seenIntentIds seeds current open book on watcher re-arm β€” any already-posted option is permanently invisibl","effect":"3 consecutive ETH call misses (#1993 1.5% premium, #1924, earlier) β†’ option-writer repriced 3%β†’2%β†’1.5% chasing a buyer t","evidence":"option-taker last wake w35 (287 min ago), nextFallbackMin=142; option-writer: '3 reprices (3%β†’2%β†’1.5%) with zero fills'; 5 lifetime deals between pair confirm relationship works when taker is function"},{"cause":"0 sNVDA sellers exist fleet-wide for 12+ consecutive wakes","effect":"LP-Maker sNVDA ask stays dark (inventory depleted, restock blocked by bid #2028 $203.87 finding no sellers); stacker-mas","evidence":"LP-Maker: sNVDA ask absent 12+ wakes, bid #2028 resting; stacker: deal #180 sAAPL rotation not sNVDA relief; option-writer: intent #2046 posted, no sNVDA asks in open book"},{"cause":"vulture-andrew concurrent wake interference: w167 fired Γ—2, w168 fired Γ—3","effect":"Duplicate intent posts (2037/2043/2044/2051/2053), false-positive cancellations of valid bait-sells, wasted gas; separat","evidence":"Summary: 'w167 fired Γ—2, w168 fired Γ—3 causing duplicate posts, false-positive cancellations, wasted gas'; floor bug: 'SSV rival at 0.93% triggers requote to exactly 1.0%, not above β€” leaking edge'"}],"insights":[{"severity":"critical","title":"Clock bomb: 4 agents converge on wrong-day 13:30Z Sunday trigger","detail":"4 agents (rebalancer-lior, momentum-nikita, mimic-ljuba, swing-nikita) target 2026-06-15T13:30:00Z β€” a Sunday. This is a shared LLM-date-generation regression, not 4 independent agent bugs. rebalancer-lior is highest-risk: it actively replaced the correct Monday date (06-16) with Sunday (06-15) at w48 and has no runtime weekday guard. momentum-nikita's fallback fires first (~302 min); its watcher won't reach the bad trigger but w45 post","evidence":"rebalancer-lior w48: 'fixed watcher date 2026-06-16β†’2026-06-15'; momentum-nikita: 'MARKET_OPEN_MS hardcoded to Jun 15 (Sunday)'; mimic-ljuba nextFallbackMin=674; swing-nikita: 8 consecutive runtime Sunday guards but watcher fires regardless","scope":"fleet","fix":"URGENT before 13:30Z: patch rebalancer-lior and mimic-ljuba wake scripts to MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z') and add isWeekday() guard. Structural fix: LLM wake-script template must compute next business day dynamically β€” never hardcode a literal calendar date."},{"severity":"critical","title":"option-taker seenIntentIds dead-zone: 3 misses, ETH option sleeve collapsed","detail":"option-taker-matheus has not woken since w35 (287 min ago, nextFallbackMin=142). The seenIntentIds bug seeds the current open book on watcher re-arm, making any already-posted option permanently invisible until restart. ETH call #1993 (1.5% premium, ~50 min window) expired undetected β€” the 3rd consecutive miss. The downstream effect: option-writer repriced 3%β†’2%β†’1.5% chasing an invisible buyer, then halted the ETH sleeve entirely. This ","evidence":"3 confirmed misses (#1993, #1924, earlier); option-taker w35 last wake, 287 min silence; option-writer: 'ETH call sleeve went dormant after 3 reprices with zero fills'","scope":"core","fix":"Fix seenIntentIds initialization: filter by intent creation timestamp β€” only seed intents posted before the previous wake, not the entire current book. Or clear seenIntentIds on re-arm and use a recency window instead."},{"severity":"warn","title":"sNVDA market structurally bid-only: 3 agents stranded, 0 sellers 12+ wakes","detail":"LP-Maker bid #2028 ($203.87, ~12 USDC), stacker-massimo bid #1833 ($206.13, rotated away at w52), option-writer intent #2046 (10 USDC) β€” all buy-side, no sNVDA supply exists fleet-wide. This is a market structure gap, not an agent fault. swing-nikita holds 0.178 sNVDA but has no sell-strength signal (no crypto inventory, Sunday stock close).","evidence":"0 sNVDA sellers in open book; LP sNVDA ask dark 12+ wakes; stacker deal #180 was sAAPL rotation not sNVDA relief; option-writer #2046 idle","scope":"fleet","fix":"Recruit an sNVDA seller or fund swing-nikita/another agent with sNVDA inventory and a sell-strength trigger. The 3-agent buy-side vacuum persists until supply-side exists."},{"severity":"warn","title":"vulture-andrew: concurrent wake interference + floor-calculation bug","detail":"Wakes firing Γ—2–×3 per cycle (w167Γ—2, w168Γ—3) causing duplicate intent posts (2037/2043/2044/2051/2053), false-positive cancellations of valid bait-sells, and wasted gas β€” the dominant efficiency drag. Separately, floor bug confirmed w165: SSV rival at 0.93% triggers requote to exactly 1.0% (not above), leaking edge on every SSV reprice. These are independent bugs requiring two separate fixes.","evidence":"w167 Γ—2, w168 Γ—3 duplicate fires; 5 duplicate intents listed; floor bug: 'SSV rival at 0.93% triggers requote to exactly 1.0%, not above β€” leaking edge'","scope":"core","fix":"Add watcher concurrency lock (PID file or flock) to prevent simultaneous wake firings. Fix floor math: requote_price = rival_price Γ— (1 + min_edge_fraction) β€” not a hardcoded 1.0% ceiling."},{"severity":"warn","title":"bear-yosher: fallback fires ~41 min (Sunday) with no price-reversion guard","detail":"bear-yosher halted at w57 (21:56 UTC Jun 14) after BTC+ETH momentum both signaled sustained climb. Fallback fires ~41 min from orient (~02:56 UTC Sunday June 15). Wake script is time-only β€” no price-reversion condition. The agent may resume SHORT positioning on Sunday before weekday price confirmation.","evidence":"w57 halt: 'Both BTC and ETH momentum signal fired HALT simultaneously'; nextFallbackMin=41; prior summary: 'watcher is time-only with no price-reversion signal β€” still true'","scope":"core","fix":"Add price-reversion condition to fallback: only exit halt if BTC and ETH 4h momentum has reversed below threshold (e.g. <+1%), not on elapsed time alone."},{"severity":"ok","title":"index-maker + index-taker: 43 cycles undeployed, mutually dependent dead cluster","detail":"Both agents: armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens. No IndexBasket market has ever formed. The pair are mutually dependent β€” deploying one without the other produces no deal flow.","evidence":"43 consecutive null cycles for both; all infra fields null/false/0","scope":"fleet","fix":"Deploy index-maker first (as liquidity maker), then index-taker within the same cycle β€” or formally retire both from the fleet roster to reduce noise."}],"fleetMoves":[{"scope":"fleet","action":"URGENT (before 13:30Z Sunday): Patch rebalancer-lior and mimic-ljuba wake scripts β€” change MARKET_OPEN_MS to 2026-06-16T13:30:00Z and add isWeekday() guard. Structural: enforce dynamic next-business-day computation in LLM wake-script template so hardcoded literal dates become imp"},{"scope":"core","action":"Fix option-taker seenIntentIds initialization β€” use creation-timestamp filtering instead of seeding from current open book on re-arm. This unblocks the option-writer ETH sleeve and restores deal flow for an established 5-trade pair."},{"scope":"fleet","action":"Recruit an sNVDA seller (or fund swing-nikita's 0.178 sNVDA with a sell-strength trigger) to break the 3-agent buy-side vacuum. LP-maker, stacker, and option-writer are all idle on the same side with no counterparty path."},{"scope":"core","action":"Add watcher concurrency lock fleet-wide (start with vulture-andrew); fix vulture floor requote math (rival Γ— (1 + min_edge), not exactly 1.0%). Both are independent one-line fixes with immediate edge recovery."}],"at":"2026-06-15T02:23:55.074Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"SUNDAY CLOCK BOMB TICKING","healthDelta":"Worse vs last run: 3 confirmed agents (momentum-nikita, rebalancer-lior, swing-nikita) plus mimic-ljuba all converge on 2026-06-15T13:30:00Z in ~11.5h thinking it is Monday market-open β€” a fleet-wide Sunday-date regression; sNVDA drought unchanged (0 sellers, LP-Maker AND option-writer now both post","focusAreas":["13:30Z Sunday clock convergence: momentum-nikita, rebalancer-lior, swing-nikita, mimic-ljuba all fire at or near 13:30–13:31Z today β€” 3 of 4 likely trigger wrong-day market logic on a day US equities ","sNVDA structural drought: 0 sNVDA sellers fleet-wide; stacker-massimo bid #1833 ($206.13) idle 12+ wakes; LP-Maker (12 USDC) and option-writer (10 USDC, intent #1994) both bidding with no counterparty","Option-taker seenIntentIds dead-zone: 2 consecutive confirmed misses; option-writer ETH call #1993 (1.5% premium) live and expiring ~24 min from orient time","Bear-yosher fallback fires in ~58 min β€” first posture re-check after 247-min halt; key moment to verify Sunday-awareness","Vulture floor bug confirmed w165: SSV rival at 0.93% triggers requote to exactly 1.0%, not above β€” leaking edge","0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min left) is live β€” potential take for vulture/arb-hunter if β‰₯1% mispriced"],"perAgentFocus":{"arb-hunter-tom":"Deal count moved 30β†’31 since prior summary β€” confirm this is the BTC fill #178 (+12bps) cited in the prior, then: did arb-hunter evaluate the live 0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min left at orient time) ","bear-yosher":"Fallback fires in ~58 min for the first posture re-check after 247-min halt β€” does the wake script check day-of-week or use a NYSE calendar before re-entering, and what is the expected action when it fires on a Sunday?","index-maker":"42nd consecutive null cycle β€” is there any new deployment signal this cycle (wallet funded, env set, wake-script committed, health status change) or is this another identical null?","index-taker":"42nd consecutive null cycle β€” same question: any new deployment signal, or another identical null? (index-maker is the sole natural counterparty and is equally offline.)","lp-maker-matheus":"sNVDA ask has been dark 11+ consecutive wakes per prior β€” does the current open book show LP posting a sNVDA BID (gives 12 USDC β†’ wants 0.058861 sNVDA, 19 min left) as an inventory-restock attempt, and did the ETH ask recover or remain dark","mimic-ljuba":"15h fallback fires at ~13:31Z today (Sunday, ~11.5h away) β€” does the wake script have any day-of-week guard before acting on a new posture, and are there any NEW BinaryBets on the book (not in seenIntentIds) that mimic should be evaluating ","momentum-nikita":"MARKET_OPEN_MS is hardcoded to 2026-06-15T13:30:00Z (a Sunday) and fires in ~11.5h β€” when it triggers, does the agent's logic check the actual day-of-week or NYSE calendar before attempting a momentum rotation, or will it try to trade into ","option-taker-matheus":"Option-writer's ETH call #1993 (1.5% premium, ~24 min left at orient time) is live on the book β€” did option-taker fire on it before expiry, or did the seenIntentIds dead-zone cause a third consecutive confirmed miss? If missed, how long unt","option-writer-matheus":"ETH call repriced 3Γ— (3%β†’2%β†’1.5%, w14β†’w17) with zero fills and nextFallbackMin=36 means another wake is imminent β€” will it reprice the call a 4th time or let it expire, and is sNVDA buy #1994 (+0.5% oracle, 10 USDC, 33 min left at orient) a","polymarket-ljuba":"nextFallbackMin=1214 (~21h rest, fires ~23:14Z today) and open binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) are live β€” does the current wake script have ANY price-drift or threshold trigger that would fire early if sNVDA slides below ","rebalancer-lior":"Armed to fire at 13:30Z today (Sunday) thinking it is Monday β€” when it wakes, does the agent check day-of-week independently of the watcher timestamp, or does it rely solely on the watcher having fired 'at market open' and proceed straight ","stacker-massimo":"12 consecutive no-action wakes; bid #1833 ($206.13) posted and per prior summary has NOT drifted β€” confirm it is still live and undrifted, and with LP-Maker + option-writer both posting sNVDA bids totaling 22 USDC, is there any supply-side ","swing-nikita":"Primary wake trigger fires at 2026-06-15T13:30:00Z (~11.5h away, same Sunday-bug timestamp as momentum/rebalancer) β€” does the wake script check day-of-week before acting, and given 32 USDC of sNVDA/sAAPL longs, what is the agent's expected ","vulture-andrew":"Floor bug confirmed w165 (SSV requote lands at exactly 1.0%, not above rival) and 5 bait-sells live β€” did vulture evaluate the 0x5F79 DeadlineSwap (0.001461 ETH + 0.01219 sNVDA β†’ 5.031 USDC, ~31 min at orient time) as a β‰₯1% edge take, and a"},"ctas":[{"scope":"core","text":"Patch all agents with hardcoded 2026-06-15T13:30:00Z before 13:30Z today (~11.5h window): momentum-nikita, rebalancer-lior, swing-nikita, and mimic-ljuba all fire at this timestamp on a Sunday β€” repla"},{"scope":"agent","text":"option-taker-matheus: fix seenIntentIds dead-zone β€” clear the set on re-arm (or use a freshness window) to stop missing options that land in the gap between a wake completing and the watcher re-arming"},{"scope":"agent","text":"vulture-andrew: fix floor requote bug β€” when a rival is at 0.93%, requote to 1.01% (or 1%+1bp), not exactly 1.0%; confirmed active in w165"},{"scope":"fleet","text":"sNVDA supply crisis: 0 sellers fleet-wide with 3 agents holding active bids totaling 22+ USDC unfilled β€” assess whether option-writer or vulture-andrew can post a sNVDA sell intent to seed the supply "},{"scope":"agent","text":"bear-yosher: before the ~58-min fallback fires, verify the wake script has a Sunday guard; if it only checks 'halt flag' without a calendar check, patch it now to avoid a mis-trade on Sunday equity po"}],"at":"2026-06-15T02:06:28.468Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T03:26:05.109Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":111.14,"used7d":null,"used7dUsd":1074.19,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":63.2,"estPct7d":72.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":179.5,"estPct7d":173.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":183.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":145.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":146713459,"w7":1310105261,"tot":1310105261},"haiku":{"w5":11250944,"w7":420465724,"tot":420465724}},"fleet":{"agentsUp":12,"lifetimeTokens":1730590796,"lifetimeUsd":1074.19,"sessions":16122,"deals":185,"openIntents":20,"totalIntents":2122},"oracle":{"USDC":1,"ETH":1719.85,"BTC":65666.91,"SSV":2.4,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T03:25:27.548Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":33,"openIntents":0,"balanceUsd":102.3,"realizedPnl":2.3,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":303,"wakes":287,"firstWakeMs":1780927992000,"lastWakeMs":1781493300000,"ageMin":11,"lastWhy":"No binary take clears the bar; no swap edge β‰₯10bps; best new intents are flat or taker-negative. Binary drought: 184 con","repeatWakes":251,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781495441025,"watching":"new crypto intent >2113, binary ≀30min in money, or 30min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":2,"nextFallbackMin":25}},"verdict":{"summary":"Deal 32 confirmed: SSV swap #182 settled at w283 (08:23 today, +21bps vs CEX $2.363 vs implied $2.358), answering last run's open question β€” the swap-edge path still works. Binary drought extends to β‰₯195 consecutive wakes (w280–w287 all blocked: stock-only or CEX uniformly below oracle on crypto). Agent is NOW BROKEN: wakes_failing=true, 'launch-wake exited ","badge":"ENTRYPOINT BROKEN","confidence":"high","bottomLine":"Deal 32 (SSV swap #182, +21bps edge) closed at w283 β€” swap-take path confirmed live pre-break. Post-w287 the agent is broken: 'launch-wake exited 1 (not a usage cap)', tokens_5h_usd=0 corroborates no LLM calls completing. Armed watcher will keep misfiring fallbacks until the entrypoint binary is fixed.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1; tokens_5h_usd=0 (zero LLM calls since break); watcher PID alive but all wake executions abort before LLM; Step-1 fallback fired (was 4 min out) and re-armed at 30 min β€” indicating repeated silent failures"},"reasoningRead":"Pre-break reasoning was sound and on-mission: deal #182 correctly identified SSV +21bps clearing the 10bps floor (w283); w280–w287 waits correctly diagnosed stock-only binaries and CEX-below-oracle on crypto. Reasoning is not running post-break.","wakeTriggers":["new crypto swap intent > HWM 2108","crypto binary ≀30min expiry with CEX taker margin β‰₯0.5%","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"18/21 visible settled deals; 10 open intents including SSV swaps that provided w283 edge","available":"active, sole liquidity hub"},{"agent":"vulture-andrew","fit":"maybe","why":"2/21 visible deals; arb surfaces overlap on mispriced swaps when vulture posts bait","available":"active, 6 bait-sells live"}],"reliableCounterparties":1,"missedOpportunities":"Binary drought confirmed β‰₯195 wakes β€” no CEX-covered crypto binary ≀30min appeared in w280–w287; none missed. SSV +26bps flagged at w282 but unfundable (no USDC); taken at w283 (+21bps, funded). Post-break window (after w287): unmeasurable β€” wakes not executing.","wakeScript":{"wellReasonedForMission":true,"good":["Binary trigger gate-checks CEX margin β‰₯0.5% before firing β€” zero-LLM, no phantom wakes on unfundable bets","wokenBets set prevents re-firing the same expiring binary across poll ticks","Full book scan each tick catches bets resting before watcher armed, not just new arrivals","30-min fallback appropriate: multi-surface taker benefits from periodic full scans when book is quiet"],"lacking":["isNewBinaryBet uses i.kind === 'unknown' as BinaryBet proxy β€” fragile; Trigger-2 already uses the correct i.terms?.template === 'BinaryBet' check","Baseline tick discards first seen-set population: a binary entering its ≀30min window at arm time is delayed up to 60s"],"suggestedChange":"Replace isNewBinaryBet's i.kind === 'unknown' with i.terms?.template === 'BinaryBet', matching the Trigger-2 pattern already in the script β€” removes the fragile kind-field dependency at zero cost."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” entrypoint binary broken","detail":"wakes_failing=true, wake_error='launch-wake exited 1 (not a usage cap)', tokens_5h_usd=0. All wakes abort at process launch before any LLM call. The Step-1 fallback (was 4 min out) fired and re-armed at 30 min β€” confirming repeated silent failures. Bear-yosher is also crashed (armed=false); momentum","fix":"Confirm claude binary / launch-wake script is on PATH in the container. Cross-check whether bear-yosher's crash and this error share the same 'exited 1' signature β€” if so, treat as one platform regression, not two independent failures."},{"scope":"agent","title":"isNewBinaryBet uses fragile kind==='unknown' check","detail":"Trigger-1 binary detection relies on i.kind === 'unknown' while Trigger-2 correctly uses i.terms?.template === 'BinaryBet'. If the SDK normalizes the kind field in a future release, Trigger-1 silently stops firing for new binary bets above HWM.","fix":"Change isNewBinaryBet to: return i.terms?.template === 'BinaryBet' && parseInt(i.intentId) > HIGH_WATER;"}],"assessment":"Deal 32 (SSV swap #182, +21bps edge) closed at w283 β€” swap-take path confirmed live pre-break. Post-w287 the agent is broken: 'launch-wake exited 1 (not a usage cap)', tokens_5h_usd=0 corroborates no LLM calls completing. Armed watcher will keep misfiring fallbacks until the entrypoint binary is fixed."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":331,"wakes":85,"firstWakeMs":1780944154000,"lastWakeMs":1781492688000,"ageMin":21,"lastWhy":"HALT still in effect from wake 57. No aligned takeable bets. Deal 159 not settleable (DealNotResolved). Tech basket over","repeatWakes":63,"avgGapMin":145,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781507187728,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,424 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":220}},"verdict":{"summary":"HALT is still valid (BTC+ETH persistent climb per w57 21:56 UTC June 14). The 5h fallback fired ON SCHEDULE as w58 at 03:04 UTC June 15 (8 min late, normal variance) β€” HALT confirmed still in effect. Critical new finding: w58 ran successfully (no error) but did NOT re-arm the watcher. Now armed=false, pidAlive=false, 309 min silent (~08:13 UTC current). Deal","badge":"WATCHER DEAD POST-HALT","confidence":"high","bottomLine":"This is watcher-dead, not mission-halt confusion. The 5h fallback fired correctly as w58 (03:04 UTC); the agent executed with no error but failed to re-arm a new watcher. Deal 159 expires 17:59 UTC today β€” the pre-fire settle attempt at 17:49 UTC (in ~9.5h) is now unmonitored unless the watcher is manually restarted.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, 309 min silent post-w58 (03:04 UTC June 15). w58 concluded HALT continues (deal 159 not settleable, no takeable bets, basket over cap) but wrote no new current.ts / did not call armWatcher. The w57 watcher's runWatchLoop exhausted its deadline after the fallback fired; w"},"reasoningRead":"Sound on HALT logic β€” w57 and w58 both correctly applied the mission's >2% persistent-climb halt rule, and the halt posture is appropriate. Solving the right problem (halt fidelity), but the watcher lifecycle management failed: the agent re-checked posture but didn't re-arm, leaving a scheduled critical event (deal 159 pre-fire 17:49 UTC) orphaned.","wakeTriggers":["Date.now() >= DEAL_159_PREFIRE_MS (17:49 UTC June 15) β€” primary, WAS in the w57 watcher, now dead","5h fallback from armWatcher β€” fired as w58 03:04 UTC, not replaced","MISSING: after any halt-check wake that concludes HALT continues, agent must re-arm watcher with same primary trigger + new fallback; w58 did not"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"settled 1 custom live deal together (deal 159 is the locked position); mimic-ljuba is the counterparty whose resolution bear-yosher is waiti","available":"ok, 18 deals active"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could fill tech-equity swaps (sNVDA/sAAPL/sMSFT) once HALT lifts; 140 deals, actively quoting","available":"ok, hub active"},{"agent":"option-writer-matheus","fit":"no","why":"wrong instrument class for bear-yosher's BinaryBet / swap mission","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none measurable during valid HALT; agent is correctly not posting bearish bets or DCA. Upcoming concrete miss: deal-159 settle attempt at 17:49 UTC today β€” if watcher stays dead, agent won't fire that wake and will forfeit the settlement window.","wakeScript":{"wellReasonedForMission":true,"good":["Time-specific primary trigger (17:49 UTC) is mission-precise β€” fires exactly when action is needed (deal 159 pre-expiry settle attempt), not on book state","5h fallback for posture re-check is appropriate cadence for a mission-halt: patient, not polling","Zero-LLM watcher loop; clean label; correct HALT-mode scope (no new bets, no DCA, just await expiry)"],"lacking":["No self-re-arm after fallback fires: runWatchLoop ends at its deadline after the fallback-triggered wake; the agent at w58 must write a new watcher but didn't","No price-reversion check β€” watcher is time-only; if BTC/ETH reverts before 17:49 UTC, the agent stays halted until the primary trigger fires (by design but note"],"suggestedChange":"After every halt-check wake that concludes HALT continues, write and arm a new current.ts that preserves the DEAL_159_PREFIRE_MS primary trigger and adds a fresh fallback (e.g., 4h) β€” so the watcher never goes dark between posture checks. T"},"issues":[{"scope":"agent","title":"Watcher not re-armed after fallback-triggered halt-check wake (w58)","detail":"w58 (03:04 UTC June 15) ran successfully, concluded HALT continues, but did not write a new current.ts or call armWatcher. The deal-159 pre-fire at 17:49 UTC today is now unmonitored. armed=false, pidAlive=false, 309 min silent.","fix":"In bear-yosher's CLAUDE.md / run script: after any halt-check wake concludes HALT continues, always write a new watcher that (a) preserves the DEAL_159_PREFIRE_MS primary trigger and (b) adds a fresh N-hour fallback. Immediate: manually restart the watcher process using the existing w57 current.ts s"}],"assessment":"This is watcher-dead, not mission-halt confusion. The 5h fallback fired correctly as w58 (03:04 UTC); the agent executed with no error but failed to re-arm a new watcher. Deal 159 expires 17:59 UTC today β€” the pre-fire settle attempt at 17:49 UTC (in ~9.5h) is now unmonitored unless the watcher is manually restarted."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"44th consecutive null cycle β€” state unchanged from prior 43 runs. watcher.armed=false, watcher.pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed, no deployment signal of any kind. The IndexBasket LONG-side market has never had a maker β€” index-take","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"44th null cycle confirmed: armed=false, pidAlive=false, no fallback scheduled, no wake-script source. This is not a crash β€” it is a pre-deployment agent with zero infrastructure in place. No action warranted unless wallet or env changes.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, nextFallbackMin=null, 0 lifetime tokens, 0 wakes β€” agent has never been bootstrapped"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake-script committed, no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents that index-maker would post","available":"also undeployed β€” armed=false, pidAlive="}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken; no intent ever posted for anyone to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists (wake_script_source=null)","No watcher armed, no fallback, no scheduler entry"],"suggestedChange":"Deploy a wake-script that authors one LONG IndexBasket intent per wake (BTC+AAPL+NVDA, cash-settled USDC), publishes verified contract source to the indexer, and checks for an existing open intent before posting a duplicate."},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake-script, no watcher, no wallet","detail":"44 consecutive observer cycles with zero infrastructure. watcher.armed=false, pidAlive=false, wake_script_source=null. The IndexBasket LONG market cannot exist without this agent; index-taker is also blocked waiting for it.","fix":"Fund wallet, commit wake-script (author/post LONG IndexBasket intent + publish verified source), arm watcher with a patient cadence (hourly fallback). Coordinate with index-taker deployment β€” both must go live together or the market is still dead."}],"assessment":"44th null cycle confirmed: armed=false, pidAlive=false, no fallback scheduled, no wake-script source. This is not a crash β€” it is a pre-deployment agent with zero infrastructure in place. No action warranted unless wallet or env changes."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"44th consecutive null cycle β€” zero change from prior run. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens, health=unknown. Index-maker (sole counterparty and only source of LONG IndexBasket intents) remains equally undeployed per fleet roster (health=unknown). The pair form a mutually-dependent dead clu","badge":"UNDEPLOYED β€” NULL","confidence":"high","bottomLine":"44 consecutive null cycles. No deployment signal: watcher unset, no process, no script, $0 lifetime spend. Index-maker is also undeployed β€” even a freshly deployed index-taker would have zero intents to take. Both must launch together.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” agent has never run in this environment"},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate. Mission is clear (audit-gated SHORT side of IndexBasket), but the agent has never executed it.","wakeTriggers":["MISSING: no watcher deployed β€” nothing fires"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents index-taker is designed to take the SHORT side of","available":"Also undeployed (health=unknown, 0 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent undeployed and index-maker (only counterparty) also undeployed, so no IndexBasket intents exist on the book to miss","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” agent is fully undeployed"],"suggestedChange":"Deploy index-maker first to produce LONG IndexBasket intents, then deploy index-taker with a watcher that triggers on new IndexBasket intents appearing from index-maker's address"},"issues":[{"scope":"agent","title":"Agent never deployed","detail":"44 null cycles, wake_script_source=null, armed=false, pidAlive=false, $0 lifetime tokens. Not a crash β€” never started.","fix":"Deploy index-maker first (it authors the intents); then deploy index-taker. They are mutually dependent β€” index-taker has nothing to take until index-maker is live."}],"assessment":"44 consecutive null cycles. No deployment signal: watcher unset, no process, no script, $0 lifetime spend. Index-maker is also undeployed β€” even a freshly deployed index-taker would have zero intents to take. Both must launch together."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":808,"msgs":17321,"total":1073651099,"totalUsd":638.43,"w5":120453983,"w5Usd":77.85,"w5PctPool":48.2,"w7":1073651099,"w7Usd":638.43,"w7PctPool":44.7,"w5Son":112334246,"w7Son":880799864,"hourly":[13.09,20.01,16.48,12.14,16.13,19.94,10.05,17.14,12.59,12.38,17.23,4.08,9.69,11.86,3.22,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T03:26:03.496Z","tokens":683901,"usd":0.63,"msgs":14}},"onchain":{"deals":141,"openIntents":10,"balanceUsd":748.13,"realizedPnl":-12.57,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":347,"wakes":200,"firstWakeMs":1781018900000,"lastWakeMs":1781493600000,"ageMin":6,"lastWhy":"ETH bid at parity required immediate cancel (inversion risk); cluster pre-expiry renewal. Oracle-moved ETH/BTC/SSV asks ","repeatWakes":171,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781499055000,"watching":"Prefire 03:24 (ETH ask #2085 exp 03:31) | ETH[1713.51,1726.75] | BTC[65369,65836] | SSV[2.3381,2.368] | sAAPL<289.41 | sNVDA<203.87 | sMSFT[388.5,393.2] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":85}},"verdict":{"summary":"sNVDA ask dark through w185 (13+ consecutive wakes); bid #2077 at $203.87 (-60bps) sits in current cluster with 0 sNVDA sellers appearing fleet-wide since last summary β€” stacker-massimo rotated to sAAPL (deal 180 settled), removing the only plausible restock source. SSV inversion pattern evolved: after 4th bid inversion in ~10 wakes (w182, oracle -42bps), LP","badge":"LIQUID HUB, NVDA DARK","confidence":"high","bottomLine":"LP is the fleet's primary liquidity hub (140 settled deals, 13/16 recent deals through it), operating correctly. sNVDA ask drought is structural at 13+ wakes with no fleet-wide sNVDA seller β€” bid #2077 at $203.87 is posting correctly but unreachable. SSV ask guard at +35bps is too tight for 42bps oracle swings: w184b adverse fill confirms it; guard should be β‰₯60bps. Realized PnL -$10.23 driven by SSV spread losses, not a strategy failure.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA ask dark 13+ wakes; bid #2077 at $203.87 open, 0 fills; stacker-massimo (sole sNVDA taker) rotated to sAAPL at deal 180; no other fleet agent has posted sNVDA to sell. SSV adverse fill (w184b, ~$0.003) is maker-mispriced secondary issue: ask guard +35bps < oracle move of 42bps."},"reasoningRead":"Sound and on-mission. LP correctly tracks oracle drift per wake, cancels inverted bids/asks proactively, and sequences dedup/cancel/repost hygiene. SSV asymmetric widening (bid -92bps, ask +35bps) is the right adaptive response to a volatile oracle, though the ask guard remains too tight. The w181 concurrent-wake duplicate (#2019) required manual cleanup (19 TXs combined), which is overhead β€” but ","wakeTriggers":["Prefire 7min before cluster expiry (03:33 UTC β†’ cluster #2071-#2079 expire 03:40 UTC)","Oracle inversion guards: ETH [1717.79, 1726.75], BTC [65393, 65836], SSV [2.3383, 2.368], sAAPL <289.39, sNVDA <203.87, sMSFT [388.50, 393.20]","New fillable swap intent (skips own address + NOISY 0x64Aa poster)","90min fallback at 04:10 UTC","MISSING: SSV ask guard (+35bps = 2.368) is narrower than observed oracle move (+42bps in w181); ask will be picked off again before next wake fires"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Most frequent taker (β‰₯12 of 41 recent deals); arbitrages oracle lag on LP's tight quotes","available":"health=stuck but still settling deals"},{"agent":"stacker-massimo","fit":"yes","why":"Regular sAAPL/sNVDA taker; rotated to sAAPL at deal 180 β€” still active taker for sAAPL leg","available":"ok, deal 180 settled"},{"agent":"option-writer-matheus","fit":"yes","why":"Takes LP swaps for rebalancing (5 recent deals); could theoretically sell sNVDA if overweight","available":"ok, 26 deals"},{"agent":"vulture-andrew","fit":"yes","why":"Takes LP swaps opportunistically (3 recent deals)","available":"stuck but active"},{"agent":"momentum-nikita","fit":"maybe","why":"Occasional taker (2 recent deals, Momentum-Nikita); fires on strong movers only","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could sell sNVDA back to LP if overweight β€” only known potential restock path; fallback at 687min out","available":"ok, armed"}],"reliableCounterparties":4,"missedOpportunities":"None identifiable β€” LP is the maker, takers come to it. sNVDA restock would require taking a fleet agent's sNVDA sell intent, but none exists. LP cannot create sNVDA inventory from USDC alone without a counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["Prefire 7min before cluster expiry is correct β€” prevents gap where all 8 intents expire simultaneously and book goes dark","Oracle guards cover all 6 instruments and fire on both bid and ask inversion β€” correctly reactive to the exact events causing losses","New-swap watcher with NOISY filter (0x64Aa) and MY_ADDR exclusion is well-scoped β€” catches real taker flow without self-triggering","90min fallback is appropriate for a market maker that must stay live; 65min remaining is within normal range","No sub-minute polling; watcher is event-driven and CPU-cheap"],"lacking":["SSV ask guard ETH_HI=2.368 (+35bps vs $2.36) is too tight: w184b proved oracle can move 42bps causing adverse fill before next wake fires","Concurrent wake prevention: w181 produced duplicate ETH ask #2019 requiring manual cleanup (19 TXs combined overhead); PID lock may not be working under all rac"],"suggestedChange":"Widen SSV_HI from 2.368 (+35bps) to 2.374 (+60bps) in the next wake script β€” oracle has demonstrated 42bps single-period moves, and the +35bps ask guard will be breached again causing another adverse fill before the inversion trigger fires."},"issues":[{"scope":"agent","title":"sNVDA ask dark 13+ wakes β€” no fleet-wide seller exists","detail":"LP bid #2077 at $203.87 (-60bps) is structurally correct but unreachable: stacker-massimo (sole repeat sNVDA taker) rotated to sAAPL, and no other fleet agent holds sNVDA inventory to sell. The -60bps off-hours bid is already generous; the drought is a supply-side fleet gap, not LP pricing.","fix":"Fleet-level: either activate an agent that holds sNVDA and can sell (rebalancer-lior if overweight), or configure option-writer-matheus to post sNVDA sell intents post-rebalance. LP cannot self-resolve this."},{"scope":"agent","title":"SSV ask guard too tight for oracle volatility (+35bps < 42bps oracle move)","detail":"w184b: SSV ask #2072 adversely filled after oracle surged past +35bps guard, loss ~$0.003. Current SSV_HI=2.368 (+35bps vs $2.36). w181 and w182 both showed oracle moves of 42bps in single periods. At +35bps, ask will be picked off again before next inversion guard fires.","fix":"Set SSV_HI β‰₯ 2.374 (+60bps) in next wake script to match observed oracle swing magnitude; accept slightly worse fill rate in exchange for eliminating adverse picks."},{"scope":"agent","title":"Concurrent wake producing duplicate intents (w181 duplicate ETH ask #2019)","detail":"w181+manual required cancelling #2019 (dup ETH ask), adding 19 TXs combined for what should have been a single clean cycle. Concurrent wake w167-172 interference pattern (flagged on vulture-andrew) appears to be affecting LP too.","fix":"Verify PID lock in wake-watch.js is enforced before the main wake loop executes; add a startup guard that aborts if current.pid matches a live process before posting any intents."}],"assessment":"LP is the fleet's primary liquidity hub (140 settled deals, 13/16 recent deals through it), operating correctly. sNVDA ask drought is structural at 13+ wakes with no fleet-wide sNVDA seller β€” bid #2077 at $203.87 is posting correctly but unreachable. SSV ask guard at +35bps is too tight for 42bps oracle swings: w184b adverse fill confirms it; guard should be β‰₯60bps. Realized PnL -$10.23 driven by SSV spread losses, not a strategy failure."},"overBudget":{"pct":48.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":298,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":290,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":608}},"verdict":{"summary":"w109 (06-14T22:31) remains last wake; 269 min of watcher silence, zero new BinaryBets β€” no missed opportunities in mission scope. Prior summary incorrectly called today Sunday; June 15 2026 is a Monday, so the 15h fallback (nextFallbackMin=629 β†’ ~13:29Z today) correctly targets US equity market open for sNVDA #1916 re-assessment β€” the hardcoded window works ","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"No BinaryBet with β‰₯3pp taker edge has appeared in 269 min; watcher is armed, alive, and will fire at ~13:29Z Monday on market open. BTC put is Options-template β€” not in mimic-ljuba's mission or wake filter. The drought is bear-yosher's absence, not an agent fault.","rootCause":{"class":"counterparty-starved","evidence":"bear-yosher crashed (armed=false, pidAlive=false, 307+ min silent) β€” was a settled-deal counterparty; remaining BinaryBets on book show βˆ’65pp / βˆ’15pp / βˆ’38pp taker edges (all below 3pp floor at w103–w109); zero new BinaryBets posted since w109"},"reasoningRead":"Sound and correctly scoped. Edge-floor discipline (β‰₯3pp) applied correctly across 8 consecutive holds; agent is solving the right problem β€” waiting for favorable BinaryBets rather than chasing negative-edge entries. No churn detected.","wakeTriggers":["new BinaryBet intent appears on book (template=BinaryBet, 60s poll)","15h fallback β†’ ~13:29Z Monday market open (sNVDA #1916 re-assess)","MISSING: day-of-week guard β€” 15h hardcoded only lands on Monday 13:30Z when armed at ~22:30Z Sunday; any other arm time drifts the window to a closed or irrelev"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled-deal counterparty; posts BinaryBets below-oracle that mimic-ljuba can take","available":"CRASHED β€” armed=false, pidAlive=false, 3"},{"agent":"polymarket-ljuba","fit":"maybe","why":"settled-deal counterparty; posts BinaryBets shaded to Polymarket; mission overlaps on BinaryBet supply","available":"4 lifetime deals, health unknown β€” not c"},{"agent":"vulture-andrew","fit":"maybe","why":"posts bait-sell BinaryBets (6 active); mimic-ljuba could take if edge β‰₯3pp","available":"health=stuck; 46 deals; concurrent-wake "},{"agent":"option-taker-matheus","fit":"no","why":"takes Options not BinaryBets; different template β€” no counterparty fit","available":"last woke 344 min ago, fallback 99 min o"}],"reliableCounterparties":1,"missedOpportunities":"None in mission scope. BTC put ($64,910 strike, 0.18 USDC, option-writer-matheus) is template=Option β€” mimic-ljuba's watcher filters for template=BinaryBet only, and its mission does not cover Options. No BinaryBet with β‰₯3pp taker edge has been posted since w109.","wakeScript":{"wellReasonedForMission":true,"good":["fires immediately on any new BinaryBet β€” correct for a copy-trader whose edge evaporates fast","baseline-first logic (skip first read) prevents false fires on pre-existing intents","60s poll cadence reasonable for 24/7 crypto BinaryBets","zero-LLM watcher; fallback correctly targets Monday market open this cycle"],"lacking":["15h fallback is hardcoded β€” only lands on Monday 13:30Z when the watcher happened to be armed at ~22:30Z Sunday; if re-armed mid-week the sNVDA window drifts to","watcher cannot detect bear-yosher coming back online to signal a new supply of BinaryBets directly"],"suggestedChange":"Compute the fallback duration dynamically as `msUntilNextMonday1330Z()` rather than hardcoding 15h, so the sNVDA re-assess always fires at the correct session open regardless of when the watcher was last armed."},"issues":[{"scope":"agent","title":"Hardcoded 15h fallback drifts off Monday 13:30Z if re-armed mid-week","detail":"The comment says '~15h β†’ Monday 13:30 UTC' but the fallback is a fixed 15h from arm time. Worked this cycle (armed 06-14T22:31 β†’ fires 06-15T13:31Z). If re-armed any other day/time, sNVDA re-assess fires during a closed equity session or at an unrelated time.","fix":"Replace `15 * 60 * 60_000` with a helper that computes milliseconds to next Monday 13:30 UTC from current wall time."},{"scope":"agent","title":"bear-yosher crash starves BinaryBet supply","detail":"bear-yosher is the primary BinaryBet issuer mimic-ljuba has historically taken (settled-deal counterparty). With it crashed 307+ min, the BinaryBet book is thin; only vulture-andrew bait-sells and rare polymarket-ljuba posts remain. This is a fleet-level gap, not a mimic-ljuba fault.","fix":"Restore bear-yosher; or onboard a second BinaryBet-issuing agent to provide redundant supply."}],"assessment":"No BinaryBet with β‰₯3pp taker edge has appeared in 269 min; watcher is armed, alive, and will fire at ~13:29Z Monday on market open. BTC put is Options-template β€” not in mimic-ljuba's mission or wake filter. The drought is bear-yosher's absence, not an agent fault."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.83,"realizedPnl":4.83,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":320,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":248,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":236}},"verdict":{"summary":"Clock bomb DEFUSED in w44: MARKET_OPEN_MS now correctly computed as new Date(\"2026-06-15T13:30:00Z\").getTime() β€” ISO string, not a raw epoch literal, so the previously-flagged bad-constant bug cannot fire this cycle. Eight consecutive disciplined holds (w37–w44) on genuinely compressed field (fast ETH-BTC gap 1.06pp, slow 1.47pp, both sub-2pp). Portfolio ATH","badge":"ARMED, CLOCK SAFE","confidence":"high","bottomLine":"The w44 watcher is correct: MARKET_OPEN_MS = new Date(\"2026-06-15T13:30:00Z\").getTime() β€” ISO string, not a raw ms literal β€” so the clock bomb is defused this cycle. Fallback fires ~07:21Z (257 min); the single residual risk is the LLM at w45 regressing to a hardcoded epoch constant, which would either fire the US-open trigger immediately on deploy or miss the 13:30Z window entirely.","rootCause":{"class":"maker-only","evidence":"9 lifetime deals, 8 consecutive holds w37–w44; field compressed with best gap ETH-BTC 1.06pp fast / 1.47pp slow β€” both below 2pp dual-confirm rule. No infra failure. LP-Maker-Matheus is sole reliable execution venue."},"reasoningRead":"Sound β€” solving the right problem. Dual-confirm rule (both fast AND slow β‰₯2pp) is correctly applied each wake; the holds are arithmetically justified by the stated gaps. No churn β€” each wake appends a new price snapshot T-stamp and a distinct gap reading, confirming the agent is actually polling, not looping on stale data.","wakeTriggers":["crypto gap β‰₯2pp BTC/ETH/SSV vs dynamic baseline captured first poll of each wake","US market open 2026-06-15T13:30:00Z (correct ISO-string computation, not raw epoch)","8h fallback ~07:21Z Jun 15 (nextFallbackMin=257)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 4 visible recent swaps settled with LP-Maker; primary execution venue for momentum rotations","available":"active, 10 open intents on book"},{"agent":"vulture-andrew","fit":"maybe","why":"1 swap settled historically; opportunistic taker on sharp intents if pricing is favorable","available":"stuck but watcher running"}],"reliableCounterparties":1,"missedOpportunities":"none β€” crypto field was compressed below 2pp threshold across all 8 holds; no qualifying gap materialized. ETH led fast at 1.06pp and SSV led slow at 1.47pp β€” both legitimately sub-threshold.","wakeScript":{"wellReasonedForMission":true,"good":["MARKET_OPEN_MS = new Date(\"2026-06-15T13:30:00Z\").getTime() β€” ISO string not raw epoch; directly fixes the previously flagged clock-bomb failure mode","Baseline captured dynamically on first poll each wake (never hardcoded price literals) β€” correct for a relative-gap momentum signal","Fires on the decision variable (leader-vs-next-best gap) not per-asset absolute return β€” a 1.5%/βˆ’0.8% pair correctly reads as 2.3pp gap","Stocks (sAAPL/sNVDA/sMSFT) correctly excluded while US market closed; will re-expand at 13:30Z trigger","90s poll cadence, zero-LLM, armed=true with pid alive β€” no sub-minute thrash"],"lacking":["No explicit inline guard comment warning the w45 LLM to preserve the new Date(ISO_STRING) pattern β€” regression to a raw epoch literal at w45 is the sole remaini"],"suggestedChange":"Add a single comment directly above the MARKET_OPEN_MS line: '// MUST use new Date(ISO_STRING).getTime() β€” never a raw epoch ms literal; next-wake LLM must preserve this pattern' β€” and mirror the rule in CLAUDE.md so the constraint survives"},"issues":[{"scope":"agent","title":"w45 clock-bomb regression: LLM may revert MARKET_OPEN_MS to raw epoch literal","detail":"w44 correctly uses new Date(\"2026-06-15T13:30:00Z\").getTime(). At w45 (~07:21Z) the LLM rewrites the watcher from scratch. If it regresses to a hardcoded epoch ms (wrong value, or a value already in the past), the 13:30Z US-open trigger either fires immediately on deploy (spurious early wake, LLM bu","fix":"Add self-documenting comment above MARKET_OPEN_MS in wake script and a one-liner in CLAUDE.md: 'watcher time triggers must always use new Date(ISO_STRING).getTime() β€” never raw epoch ms literals.' This makes the constraint explicit for the w45 LLM rather than relying on pattern-by-example inheritanc"}],"assessment":"The w44 watcher is correct: MARKET_OPEN_MS = new Date(\"2026-06-15T13:30:00Z\").getTime() β€” ISO string, not a raw ms literal β€” so the clock bomb is defused this cycle. Fallback fires ~07:21Z (257 min); the single residual risk is the LLM at w45 regressing to a hardcoded epoch constant, which would either fire the US-open trigger immediately on deploy or miss the 13:30Z window entirely."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":287,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":367,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":76}},"verdict":{"summary":"4th consecutive miss now guaranteed: BTC put (35 min to expiry, $64,910 strike, 0.18 USDC) is live on book; watcher fallback fires in 97 min β€” watcher will never trigger on it. Since w35 (346 min ago), zero watcher fires; every option entering and exiting the book has been invisible. seenIntentIds seed-on-first-poll in current.ts lines 22-24 is the confirmed","badge":"WATCHER BLIND SPOT","confidence":"high","bottomLine":"seenIntentIds seed-on-first-poll confirmed root cause of 3+ consecutive misses (ETH call #1993 most recent); BTC put on book NOW expires in 35 min while fallback is 97 min out β€” 4th miss locked in. One-line fix in current.ts eliminates the blind spot entirely. Agent is structurally healthy and reasons well when it wakes.","rootCause":{"class":"toolchain-blocked","evidence":"current.ts lines 22-24: `if (!seenIntentIds) { seenIntentIds = new Set(auditedOptions.map(...)); return; }` β€” seeds and skips first poll; 3 confirmed consecutive misses (ETH call #1993); BTC put on book 35 min before expiry with fallback 97 min out = 4th miss guaranteed this cycle"},"reasoningRead":"Sound when it wakes β€” w28-w35 show correct edge-bar discipline: rejected #1600 at 40x theoretical fair value, rejected #1849 at 5% premium with only 1.47h expiry (below 4h bar), correctly accepted #1557 at 0.05% OTM. Reasoning solves the right problem; the bug is upstream β€” the watcher never hands the LLM pre-existing options to evaluate.","wakeTriggers":["seenIntentIds diff: new audited ETH/BTC option appears AFTER first poll","6h fallback (FALLBACK_MS)","MISSING: fire on options already visible at watcher-arm time β€” first-poll seed permanently blinds these"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole confirmed option writer, 26 deals, health ok β€” writes the ETH/BTC audited options this agent targets","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"posts sharp intents opportunistically; not a primary option writer but may post matching custom deals","available":"stuck (concurrent wake interference w167"}],"reliableCounterparties":1,"missedOpportunities":"ETH call #1993 (miss 3 β€” seeded at arm, expired undetected), BTC put on book NOW ~35 min to expiry (miss 4 confirmed β€” fallback 97 min out, option will have expired). Both are watcher-blind misses, not evaluation rejections.","wakeScript":{"wellReasonedForMission":false,"good":["6h fallback appropriate for a patient selective taker β€” avoids LLM burn in dead book","60s poll cadence reasonable for option expiry windows","AUDITED_TEMPLATE_HASH guard + ETH/BTC asset filter are precise and correct","seenIntentIds diff concept is sound in principle β€” avoids re-waking on stale options repeatedly"],"lacking":["First-poll seed-and-return (lines 22-24): initialises seenIntentIds from all currently-visible options then returns without evaluating them β€” any option on book","Consequence: watcher can only fire for options posted AFTER it arms; pre-existing options are only reached via 6h fallback, by which time short-dated options ha"],"suggestedChange":"Initialize seenIntentIds as empty on first poll instead of seeding from current options: change `if (!seenIntentIds) { seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId)); return; }` to `if (!seenIntentIds) { seenIntentIds ="},"issues":[{"scope":"agent","title":"seenIntentIds seed-on-first-poll blinds watcher to pre-existing options","detail":"current.ts lines 22-24 seed seenIntentIds with all currently-visible audited options and immediately return on first poll. Any option already on book when the watcher arms is permanently classified as 'seen' and will never trigger a wake. Confirmed cause of 3 consecutive misses (ETH call #1993 most ","fix":"Replace `seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId)); return;` with `seenIntentIds = new Set();` β€” empty init means the first-poll diff treats all visible options as new and fires the wake immediately if any exist."}],"assessment":"seenIntentIds seed-on-first-poll confirmed root cause of 3+ consecutive misses (ETH call #1993 most recent); BTC put on book NOW expires in 35 min while fallback is 97 min out β€” 4th miss locked in. One-line fix in current.ts eliminates the blind spot entirely. Agent is structurally healthy and reasons well when it wakes."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":4122580,"w5Usd":1.4,"w5PctPool":1.6,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":991373,"w7Son":4291954,"hourly":[0,0,0.86,0.43,0.11,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.42,"realizedPnl":-10.57,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":293,"wakes":22,"firstWakeMs":1781445671878,"lastWakeMs":1781491089000,"ageMin":48,"lastWhy":"Different asset + kind. BTC put tests if zero option demand is specific to ETH calls or market-wide. If BTC put fills, s","repeatWakes":0,"avgGapMin":36,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781494817729,"watching":"BTC put intent 0x0833 reaches acceptBy deadline (~52 min) or 1h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":14}},"verdict":{"summary":"W22 pivoted to BTC put (intent 0x0833, $9 USDC collateral, $0.18 premium / 2%, strike $64,910 = 1% OTM, 60-min accept window) as a controlled diagnostic probe after 3 ETH call zero-fills (3%β†’2%β†’1.5%, w14–w17). Logic: test whether zero option demand is ETH-specific or market-wide. sNVDA buy 2046 (+0.5% oracle, $10 USDC) still open, no fills. PnL now -10.68 US","badge":"BTC PUT PROBE","confidence":"high","bottomLine":"Agent healthy and reasoning correctly β€” W22 BTC put (0x0833, 2% premium, $64,910 strike) is a disciplined probe to isolate demand absence (ETH-specific vs market-wide). Pricing is reasonable (2% on 1.5h / 1% OTM matches prior ETH call methodology). However option-taker-matheus is 344 min silent and its fallback (99 min out) will not clear the 35-min window; no other option takers are active. The put will almost certainly expire unfilled β€” structural counterparty starvation, not a pricing or agent fault.","rootCause":{"class":"counterparty-starved","evidence":"3 ETH call reprices (intents 1924β†’1971β†’1993) all expired unfilled; BTC put 0x0833 posted 27 min ago with 35 min left; option-taker-matheus (sole dedicated option buyer, 5 deals) is 344 min silent; polymarket-ljuba (4 deals, options in scope) status unconfirmed; vulture-andrew (46 deals) takes near-d"},"reasoningRead":"Sound and solving the right problem. The pivot to BTC put is explicit hypothesis-testing: 'if BTC put fills, ETH-specific; if not, market-wide demand absence.' The repricing discipline (never raise, only lower until floor) is correct. The probe will likely confirm market-wide absence β€” that's a useful signal even with zero fill. The agent is not churning or re-deriving; each wake has a distinct lo","wakeTriggers":["ownIntentResolved on BTC put 0x0833 (filled or expired, fires wake immediately)","1h fallback from arming (~35 min remaining, aligns with intent acceptBy window)"],"counterparties":[{"agent":"option-taker-matheus","fit":"yes","why":"Sole dedicated option buyer; 5 deals history; mission explicitly targets ETH/BTC options from other agents","available":"344 min silent, fallback 99 min out β€” wi"},{"agent":"polymarket-ljuba","fit":"maybe","why":"Mission includes valuing Options against Polymarket implied distribution; 4 deals; could assess a BTC put","available":"Status unconfirmed this cycle β€” no recen"},{"agent":"vulture-andrew","fit":"no","why":"Takes near-decided binaries and clearly mispriced swaps; 1% OTM option at 2% premium is not in its strike zone","available":"Active (46 deals, stuck health) but wron"},{"agent":"bear-yosher","fit":"maybe","why":"BTC-down conviction aligns with buying a BTC put; mission includes BinaryBets below oracle","available":"CRASHED β€” armed=false, pidAlive=false, 3"}],"reliableCounterparties":0,"missedOpportunities":"none β€” option-writer-matheus is the maker; the question is who takes. No measurable missed taking opportunities; the sNVDA buy 2046 is on the book but supply is absent (structural gap confirmed across multiple cycles).","wakeScript":{"wellReasonedForMission":true,"good":["Fires on ownIntentResolved (filled OR expired) β€” correctly handles both outcomes without polling the book","1h fallback aligns with 60-min accept window; nextFallbackMin=35 correctly reflects ~25 min elapsed since arming","Zero-LLM, zero gas spent watching; no 'book non-empty' trigger","Intent ID hardcoded in padded hex format β€” precise, no ambiguity"],"lacking":["Label says '~52 min' accept deadline but actual remaining window is ~35 min β€” minor staleness, not a bug","No secondary trigger for sNVDA buy 2046 resolution (open intent running concurrently) β€” watcher only tracks the BTC put"],"suggestedChange":"Add ownIntentResolved check for sNVDA buy 2046 (intent ID 0x07ff / decimal 2047) alongside the BTC put watch β€” both are live intents and a fill on either should fire the next wake immediately rather than waiting for the 1h fallback."},"issues":[{"scope":"agent","title":"Option taker coverage gap β€” BTC put expires unfilled with sole buyer 344 min silent","detail":"option-taker-matheus has a 99-min fallback from now; the BTC put 0x0833 expires in ~35 min. There is a structural coverage gap: the only dedicated option buyer cannot catch short-dated options when it's in a long rest cycle. 4 consecutive option intents (1924, 1971, 1993, 0x0833) have found zero tak","fix":"Shorten option-taker-matheus fallback interval when options are on book, or add a book-watcher trigger (ownIntentResolved on counterparty intents) so it wakes within the accept window of live options."},{"scope":"agent","title":"bear-yosher crash removes the natural BTC-put taker","detail":"bear-yosher's BTC-down conviction made it a natural buyer of BTC puts; it's been crashed 307 min (armed=false, pidAlive=false, 5h fallback apparently misfired ~02:56Z). Its absence narrows the option-taker pool to near zero.","fix":"Investigate bear-yosher crash (5h fallback non-fire suggests cron or process issue); restore it to recover BTC-put demand."}],"assessment":"Agent healthy and reasoning correctly β€” W22 BTC put (0x0833, 2% premium, $64,910 strike) is a disciplined probe to isolate demand absence (ETH-specific vs market-wide). Pricing is reasonable (2% on 1.5h / 1% OTM matches prior ETH call methodology). However option-taker-matheus is 344 min silent and its fallback (99 min out) will not clear the 35-min window; no other option takers are active. The put will almost certainly expire unfilled β€” structural counterparty starvation, not a pricing or agent fault."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":1647807,"w5Usd":1.16,"w5PctPool":0.7,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":1647807,"w7Son":17935576,"hourly":[0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":314,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":311,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1131}},"verdict":{"summary":"Still resting post-w57 (now 290 min, up from 231 min at last run β€” 59 min elapsed). Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19) remain open and unfilled; no w58 in recent_wakes confirms watcher has not fired. Step-1 focus confirmed again: wake script has ZERO price-drift/oracle-threshold trigger; if sNVDA drifts toward $195, agent will not","badge":"BINARIES RESTING","confidence":"high","bottomLine":"ALIVE and correctly resting; watcher armed, no errors. Two maker binaries unfilled at 290 min. The structural risk is the sNVDA>$195 position: 5.2% buffer (strike $195, price $205.10 at w57) erodes silently until Jun19 expiry or 24h fallback β€” the wake script has no oracle trigger to intervene if NVDA sells off. BTC put miss is likely baseline-blindness (pre-existing book item invisible to 'new intents only' watcher).","rootCause":{"class":"maker-only","evidence":"Intents #1827 and #1916 are maker posts awaiting takers; no counterparty has filled in 290 min. Bear-yosher (crashed) and arb-hunter-tom (stuck) β€” the most likely takers of near-decided binaries β€” are both offline. Stacker-massimo and momentum-nikita could theoretically take sNVDA>$195 if it aligned"},"reasoningRead":"Sound and on-mission. w50–w55 shows disciplined sAAPL exit sequencing (oracle-mid β†’ 1% discount) after horizon expiry; w56 cleanly rotated freed capital into sMSFT<$420 binary; w57 correctly selected sNVDA>$195 as the 'strongest new candidate outside existing sMSFT position' with a quantified 5.2% buffer and explicit Polymarket-implied edge. No churn. However, the agent is solving the right proble","wakeTriggers":["Own intent #1827 or #1916 resolves (fill or expiry)","New BinaryBet or Option intent appears on book (post-w57 baseline)","24h fallback (~22:15 UTC Jun15, 1152 min out)","MISSING: oracle price-drift threshold (e.g. sNVDA < $200 β†’ wake and reassess/cancel #1916)","MISSING: pre-existing book items at wake-start (baseline-blindness β€” BTC put likely missed this cycle)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Targets near-decided binaries; sMSFT<$420 or sNVDA>$195 at ~78–80% implied could qualify if arb-hunter sees edge vs oracle","available":"stuck β€” 0 recent deals, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly mispriced intents; would need to assess polymarket-ljuba's binary as mispriced in its favor","available":"ok but concurrent-wake interference drai"},{"agent":"stacker-massimo","fit":"no","why":"Takes equity spot asks, not binaries","available":"ok"},{"agent":"bear-yosher","fit":"yes","why":"Directly posts BinaryBets BELOW on equities β€” would be the natural taker of sNVDA>$195 if bearish on NVDA","available":"CRASHED β€” armed=false, pidAlive=false"}],"reliableCounterparties":0,"missedOpportunities":"BTC put ($64,910 strike, 0.18 USDC, ~35 min left at Step-1 time): likely a pre-existing book item when w57 established the `seen` baseline β€” invisible to `newMatches`. The watcher's 'new intents only' design means any option/binary on the book at wake-start is permanently blind for this wake cycle. Unmeasurable without confirming when the put was posted vs when w57 ran (22:14 UTC Jun14), but the t","wakeScript":{"wellReasonedForMission":false,"good":["Fires on own intent resolution (fill or expiry) β€” correct reactive trigger for maker position","Fires on ANY new BinaryBet or Option appearing β€” aligns with taker-of-opportunity mission","24h fallback is appropriate for a patient maker waiting on binary fills","Zero-LLM, has fallback, PID-tracked β€” structurally sound"],"lacking":["No oracle price-drift trigger: if sNVDA falls from $205.10 toward $195 (the strike), the agent won't wake until the 24h fallback fires or the intent resolves β€” ","Baseline-blindness: intents already on the book at wake-start are excluded from `newMatches` β€” the BTC put (and any other pre-existing opportunity) is permanent","No expiry-proximity trigger: as Jun19 approaches, no increasing urgency or reduced-threshold-to-cancel logic"],"suggestedChange":"Add an oracle price-drift check inside the watch loop: if sNVDA oracle price < (strike + buffer_pct * strike) β€” e.g. < $199 (2% above $195) β€” call fireWake('sNVDA drifting toward strike, reassess #1916'). This is the single highest-value ch"},"issues":[{"scope":"agent","title":"No price-drift oracle trigger on open maker binaries","detail":"wake script watches for intent resolution and new book items, but has no oracle-threshold guard. sNVDA>$195 Jun19 sits 5.2% above strike ($205.10 β†’ $195) with 4+ days to expiry. A 5% sell-off in NVDA brings the binary to near-ATM with no agent wake. The 24h fallback (1152 min out) is the only safety","fix":"In the runWatchLoop body, fetch oracle price for sNVDA each iteration; if price < ~$199 (configurable, ~2% above strike), call fireWake('sNVDA approaching strike $195 β€” reassess #1916'). Same pattern should apply to sMSFT if price drifts toward $420."},{"scope":"agent","title":"Baseline-blindness: pre-existing book items invisible for full wake cycle","detail":"seen is seeded from all current open intents at the start of the watch loop. Any BinaryBet or Option already on the book (e.g. BTC put posted before 22:14 UTC Jun14) is permanently excluded from newMatches for the entire 24h cycle. The agent is blind to β‰₯1 likely opportunity.","fix":"On first loop iteration, instead of skipping with 'return', score all current BinaryBets/Options against the Polymarket valuation cache (or a lightweight oracle check) and fireWake if any pass MIN_EDGE. Alternatively, keep the skip-first-baseline logic but reduce fallback to 4–6h so re-evaluation ha"}],"assessment":"ALIVE and correctly resting; watcher armed, no errors. Two maker binaries unfilled at 290 min. The structural risk is the sNVDA>$195 position: 5.2% buffer (strike $195, price $205.10 at w57) erodes silently until Jun19 expiry or 24h fallback β€” the wake script has no oracle trigger to intervene if NVDA sells off. BTC put miss is likely baseline-blindness (pre-existing book item invisible to 'new intents only' watcher)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.57,"realizedPnl":2.57,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":342,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":341,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":664}},"verdict":{"summary":"The w48 'correction' (06-16β†’06-15) was itself an error: June 15 2026 is Sunday, not Monday; the original 06-16 date was correct. The watcher is now armed to fire at 2026-06-15T13:30:00Z (today, Sunday, ~685 min out) and fallback at ~14:30Z Sunday β€” both on a non-trading day. The agent's only defense is that the stock oracle will likely be stale on Sunday (as","badge":"WRONG DATE ARMED","confidence":"high","bottomLine":"Watcher fires at 13:30Z today (Sunday 06-15) and fallback at ~14:30Z Sunday β€” stock market closed both times. The sMSFT trimβ†’BTC DCA plan (sMSFT +1.52pp, BTC -1.65pp) cannot execute until Monday 06-16T13:30Z. The agent's own w48 'correction' introduced this bug (06-16 was correct; 06-15 is Sunday). Best case: oracle stale again β†’ agent defers, re-arms a third time; worst case: stale oracle data leaks into a bad fill.","rootCause":{"class":"off-mission","evidence":"current.ts hardcodes MARKET_OPEN_MS = new Date('2026-06-15T13:30:00Z') with comment '// Monday US stock market open' β€” but 2026-06-15 is Sunday. w48 log: 'fixed watcher date 2026-06-16β†’2026-06-15' was itself wrong. No day-of-week guard in script. w47 confirms stock oracle is stale on Sundays β†’ plan "},"reasoningRead":"w48 reasoning was disciplined but solved the wrong problem: it correctly identified the prior watcher date was wrong but miscalculated which date is 'Monday', replacing a correct 06-16 with an incorrect 06-15. The plan itself (trim sMSFT, DCA BTC) is on-mission and sound; the execution timing is wrong for the second consecutive cycle.","wakeTriggers":["MARKET_OPEN_MS >= Date.now() β†’ fires at 2026-06-15T13:30:00Z (Sunday, ~685 min out)","Fallback armWatcher fires at ~2026-06-15T14:30:00Z (Sunday, ~745 min out)","MISSING: day-of-week guard (dow===0 || dow===6 β†’ error/re-arm to next weekday)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap hub, 13/16 recent deals; handles sMSFTβ†’USDC and USDCβ†’BTC at oracle mid β€” exactly what this plan needs","available":"ok, 10 open intents, active"},{"agent":"stacker-massimo","fit":"maybe","why":"Accumulates sAAPL/sNVDA/sMSFT asks but is a buyer not seller; unlikely to be the taker for a sMSFT sell intent","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations on crypto side; could intersect on BTC buy leg if dislocation aligns","available":"armed, 13:30Z Sunday trigger same day"}],"reliableCounterparties":1,"missedOpportunities":"None attributable to the agent β€” sMSFT trim requires stock oracle live (weekday); BTC leg requires USDC from that trim first. No resting asks within budget noted since w45 (BTC fill). Structural: plan is blocked on calendar, not book depth.","wakeScript":{"wellReasonedForMission":false,"good":["5-min poll cadence is appropriate for a time-triggered patient DCA agent","Fallback at T+60min is a reasonable safety net","FALLBACK_MS computed dynamically at startup (won't go negative for a fresh launch)","Zero-LLM watcher, can't fire on 'book non-empty'"],"lacking":["MARKET_OPEN_MS = '2026-06-15T13:30:00Z' is Sunday β€” hardcoded wrong date from w48 error","No day-of-week guard: script will fire and agent will wake into a closed market","Comment says 'Monday' but the date resolves to Sunday β€” internal contradiction that obscured the bug","No UTC day check at startup to catch weekend dates before arming"],"suggestedChange":"Correct MARKET_OPEN_MS to '2026-06-16T13:30:00Z' (actual Monday) and add a startup guard: `const d = new Date(MARKET_OPEN_MS); if (d.getUTCDay() === 0 || d.getUTCDay() === 6) throw new Error('MARKET_OPEN_MS is a weekend β€” fix the date');` β€”"},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS hardcoded to Sunday 2026-06-15 β€” watcher fires into closed market","detail":"current.ts line 8: `new Date('2026-06-15T13:30:00Z')` resolves to Sunday. US equity oracle will be stale (confirmed by w47 pattern). The sMSFTβ†’USDCβ†’BTC plan cannot execute. Agent will wake, find no oracle, defer again, and need a third re-arm. Each missed cycle costs 1 day of slippage on the BTC gap","fix":"Re-launch watcher with MARKET_OPEN_MS = '2026-06-16T13:30:00Z' and FALLBACK_MS targeting 2026-06-16T14:30:00Z. Add UTC day guard at startup."},{"scope":"agent","title":"No day-of-week guard in watcher β€” structural blind spot to weekend dates","detail":"The w48 error (misidentifying Sunday as Monday) would have been caught immediately if the script validated `getUTCDay() !== 0 && !== 6` before arming. This is the second consecutive cycle where the watcher fires on a non-trading day (w47 also a Sunday no-trade).","fix":"Add weekend check to current.ts startup; agent CLAUDE.md should note 'stock oracle unavailable weekends β€” watcher must target weekday timestamps.'"}],"assessment":"Watcher fires at 13:30Z today (Sunday 06-15) and fallback at ~14:30Z Sunday β€” stock market closed both times. The sMSFT trimβ†’BTC DCA plan (sMSFT +1.52pp, BTC -1.65pp) cannot execute until Monday 06-16T13:30Z. The agent's own w48 'correction' introduced this bug (06-16 was correct; 06-15 is Sunday). Best case: oracle stale again β†’ agent defers, re-arms a third time; worst case: stale oracle data leaks into a bad fill."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":100.26,"realizedPnl":0.24,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":336,"wakes":57,"firstWakeMs":1780948343000,"lastWakeMs":1781493041000,"ageMin":15,"lastWhy":"Nothing takeable this wake; mission requires posting own bid at oracleΓ—1.005 when no resting ask qualifies.","repeatWakes":50,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781495844836,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":31}},"verdict":{"summary":"Prior: w43–w51 showed 12 no-action wakes with #1833 ($206.13, 0% drift) stable and sNVDA structurally bid-only. NEW since last summary: w52 triggered consecutive_misses=2 rotation to sAAPL β€” deal 180 settled (swept sAAPL intent 2063 at oracle+0.60%, USDC 73.821β†’67.963, +0.02 sAAPL). Bid #1833 was already closed by w52 ('No open bid this wake' in watcher comm","badge":"ROTATED TO sAAPL","confidence":"high","bottomLine":"Bid #1833 (sNVDA, $206.13) is no longer live β€” closed before w52's sAAPL sweep (deal 180, ~5.86 USDC spent, intent 2063 taken at oracle+0.60%). Agent is now in sAAPL mode with bid #2069 posted (10 USDC locked). sNVDA supply-side answer: still zero β€” LP-Maker and option-writer's combined 22 USDC is entirely on the demand side, not supply; the rotation away from sNVDA was correct.","rootCause":{"class":"counterparty-starved","evidence":"0 sNVDA asks fleet-wide across all wakes; LP-Maker (12 USDC bid) and option-writer (intent #1994, 10 USDC bid) are competitors not suppliers; deal 180 came from sAAPL rotation, not sNVDA relief; 4 of 7 lifetime deals trace to LP-Maker as counterparty"},"reasoningRead":"Sound and on-mission. consecutive_misses=2 rotation to sAAPL is the correct tactical pivot β€” agent correctly diagnosed sNVDA ask-side as structurally absent rather than transiently thin, and moved to the next in-scope target. The oracle+0.60% sweep (within 1% ceiling) shows price discipline. Posting sAAPL bid at w53 when no immediate ask was takeable follows the stated fallback logic exactly. No c","wakeTriggers":["New sNVDA sell-side swap (posterGives=sNVDA)","New sAAPL sell-side swap (posterGives=sAAPL)","45-min fallback (nextFallbackMin=44 at snapshot)","MISSING: sMSFT sell-side β€” mission includes sMSFT but isStockSell filter omits it"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"4 of 7 settled deals; primary historical fill for sNVDA/sAAPL swaps; will post sAAPL asks when inventory rebalances","available":"active, currently bidding sNVDA β€” ask su"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; posts stock asks when writing covered calls, but intent #1994 is a sNVDA buy not a sell","available":"active, demand side only right now β€” no "},{"agent":"vulture-andrew","fit":"no","why":"6 open intents confirmed as sMSFT/sAAPL/BTC/ETH/SSV β€” none are stock-sell intents stacker can take","available":"active but structurally wrong role"}],"reliableCounterparties":1,"missedOpportunities":"0x5F79 DeadlineSwap offers 0.01219 sNVDA but requires giving ETH β€” stacker only gives USDC, incompatible. No USDC-funded sNVDA asks observed in any wake since prior summary. None missed.","wakeScript":{"wellReasonedForMission":true,"good":["isStockSell filter gates on posterGives role β€” correctly excludes buy-side USDCβ†’sNVDA intents from competitors (LP-Maker, option-writer) that would otherwise tr","Watches both sNVDA and sAAPL simultaneously β€” covers the rotation target without requiring a new watcher post-pivot","45-min fallback is appropriately patient for a thin equity book","Zero LLM in watcher loop; deterministic intent-filter pattern with explicit baseline-establishment guard"],"lacking":["sMSFT absent from isStockSell filter β€” a sMSFT ask appearing on-book will not trigger a wake, despite sMSFT being a named accumulation target in the mission"],"suggestedChange":"Add `|| l.symbol === 'sMSFT'` to the isStockSell OR-condition β€” one character change so a sMSFT ask fires a wake and the agent can take or bid on the third named target without waiting for the 45-min fallback."},"issues":[{"scope":"agent","title":"sMSFT omitted from wake-script sell-filter","detail":"isStockSell checks only sNVDA and sAAPL. A sMSFT ask posted on-chain will not fire a wake; the agent will miss it until the 45-min fallback, which is too slow for a taker-first strategy.","fix":"In current.ts isStockSell: change `l.symbol === 'sNVDA' || l.symbol === 'sAAPL'` to include `|| l.symbol === 'sMSFT'`."},{"scope":"agent","title":"sNVDA structural drought: 3 buyers, 0 sellers, no relief in sight","detail":"stacker-massimo, LP-Maker (12 USDC bid), and option-writer (intent #1994, 10 USDC bid) all sit on the sNVDA demand side with zero ask supply across all 54 wakes. Combined demand-side pressure is ~32 USDC with no counterparty. The only historic sNVDA asks came from LP-Maker during rebalance cycles β€” ","fix":"Fleet-level: configure LP-Maker to post periodic sNVDA asks when its sNVDA holding exceeds a threshold, or seed a new agent with sNVDA inventory to sell down. Without a supply-side agent, the 3-buyer cluster will idle indefinitely."}],"assessment":"Bid #1833 (sNVDA, $206.13) is no longer live β€” closed before w52's sAAPL sweep (deal 180, ~5.86 USDC spent, intent 2063 taken at oracle+0.60%). Agent is now in sAAPL mode with bid #2069 posted (10 USDC locked). sNVDA supply-side answer: still zero β€” LP-Maker and option-writer's combined 22 USDC is entirely on the demand side, not supply; the rotation away from sNVDA was correct."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":309,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":309,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2995}},"verdict":{"summary":"Holdings still 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA; w34–w41 = 8 consecutive no-ops (Sunday stock closure + no crypto buy-dip β‰₯1.5%; zero crypto inventory blocks all sell-strength). CRITICAL script bug confirmed: MARKET_OPEN_MS = 1781530200Γ—1000 = 2026-06-15T13:30Z (Sunday β€” markets closed), not Monday June 16. The time trigger fires in ~625 min carrying ","badge":"WRONG DATE BUG","confidence":"high","bottomLine":"Agent is alive and correctly patient (wakes_failing=false, wakeError=null, $0.76 PnL across 5 deals). Immediate risk: MARKET_OPEN_MS is off by one day β€” Sunday June 15 instead of Monday June 16 β€” and fires in ~625 min with a 'US market open' wake reason the LLM itself wrote, which may override its own day-of-week guard and trigger stock trades on a closed market.","rootCause":{"class":"structural","evidence":"Sunday stock closure + zero crypto inventory for sells + no crypto buy-dip β‰₯1.5% (SSV closest at +1.37%, w40). Script bug: MARKET_OPEN_MS = 1781530200Γ—1000 resolves to 2026-06-15T13:30Z (Sunday), should be 1781616600Γ—1000 (2026-06-16T13:30Z, Monday)."},"reasoningRead":"Sound and disciplined across w34–w41: correctly cites inventory constraints (zero crypto for sells), threshold discipline (1.5%), and market-hours blocks. One date error at w41: when computing next market open, wrote Sunday June 15 into MARKET_OPEN_MS instead of Monday June 16. Solving the right problem but carrying a latent one-day date bug that will generate a misleading self-authored wake trigg","wakeTriggers":["Crypto spot ≀ trailing avg βˆ’1.5% for BTC ($64,136), ETH ($1,670), SSV ($2.31)","MARKET_OPEN_MS = 2026-06-15T13:30Z fires in ~625 min β€” WRONG DATE (Sunday, not Monday)","MISSING: day-of-week guard (getUTCDay() β‰  0/6) to prevent Sunday/Saturday 'market open' fires","MISSING: stock buy-dip intraday triggers once markets are actually open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active swap hub with 10 open intents covering sAAPL/sNVDA/BTC/ETH β€” direct counterparty for both crypto buys and stock fade slices","available":"active, 10 open intents, 13/16 recent fl"},{"agent":"stacker-massimo","fit":"maybe","why":"Both trade sAAPL/sNVDA; stacker posts bids at oracle+0.5% which swing-nikita could take on buy-dip signals","available":"ok, recently settled deal 180 on sAAPL r"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA delivered swaps could cross swing-nikita's fade trades when dislocations align with lior's target mix","available":"ok, armed, nextFallbackMin=687"}],"reliableCounterparties":1,"missedOpportunities":"None in this window. Crypto sell-strength (SSV +3.46%, ETH +2.96%, BTC +1.50% at w41) is unmissable β€” agent holds zero crypto. SSV buy-dip at +1.37% is correctly sub-threshold. Sunday stock closure blocks all equity trades. No actionable intents missed.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM watcher with clean threshold arithmetic on CRYPTO_AVGS","Correctly restricts to BUY-DIP only given zero crypto inventory (sell-strength triggers removed)","Has a fallback (55h) β€” won't hang indefinitely"],"lacking":["MARKET_OPEN_MS = 1781530200Γ—1000 = 2026-06-15T13:30Z (Sunday) β€” off by one day; should be 1781616600Γ—1000 = 2026-06-16T13:30Z (Monday)","No day-of-week guard: fireWake triggers on Sunday 13:30Z identically to Monday 13:30Z","55h fallback is too coarse for a daily-cadence strategy β€” if time trigger misfires, Monday open is missed entirely"],"suggestedChange":"Fix MARKET_OPEN_MS: change 1781530200 to 1781616600 (adds 86400s = one day β†’ Monday June 16). One-line change, eliminates the false Sunday 'market open' fire and correctly targets the actual next trading open."},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS points to Sunday 2026-06-15T13:30Z β€” off by one day","detail":"Wake script written at w41 (22:17 Jun 14 UTC) computed next market open as June 15 (Sunday) instead of June 16 (Monday). Time trigger fires in ~625 min with wake reason 'US market open 2026-06-15T13:30 UTC β€” stocks oracle live' β€” a false signal the LLM itself authored. LLM has correctly blocked Sund","fix":"Change MARKET_OPEN_MS from 1781530200 to 1781616600 (+ 86400). Add a guard: if (new Date(MARKET_OPEN_MS).getUTCDay() === 0 || new Date(MARKET_OPEN_MS).getUTCDay() === 6) advance by 1–2 days. Agent must regenerate this at the 13:30Z wake or the script should be manually patched before then."},{"scope":"agent","title":"55h fallback too coarse for daily market-open cadence","detail":"If the MARKET_OPEN_MS trigger misfires (wrong day, watcher restart after market open), the 55h fallback means the agent sleeps through Monday open entirely. A 6h fallback ensures it catches intraday re-entry.","fix":"Set fallbackMs to 6 * 3600_000 (6h) on any wake that targets a time-specific market event."}],"assessment":"Agent is alive and correctly patient (wakes_failing=false, wakeError=null, $0.76 PnL across 5 deals). Immediate risk: MARKET_OPEN_MS is off by one day β€” Sunday June 15 instead of Monday June 16 β€” and fires in ~625 min with a 'US market open' wake reason the LLM itself wrote, which may override its own day-of-week guard and trigger stock trades on a closed market."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":190,"msgs":3736,"total":217613011,"totalUsd":123.27,"w5":17510854,"w5Usd":12.29,"w5PctPool":7,"w7":217613011,"w7Usd":123.27,"w7PctPool":9.1,"w5Son":17510854,"w7Son":160088381,"hourly":[2.13,2.4,0.23,5.3,2.22,1.11,0.77,1.37,1.43,1.36,2.52,7.39,8.45,6.39,1.39,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T03:05:22.843Z","tokens":854302,"usd":0.51,"msgs":18}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.21,"realizedPnl":2.2,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":325,"wakes":197,"firstWakeMs":1780945920000,"lastWakeMs":1781493780000,"ageMin":3,"lastWhy":"SSV rose $0.04 since 2114 was posted, eroding margin from 1.80% to ~0.08% β€” below 0.8% watcher guard, so watcher auto-ca","repeatWakes":159,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781495909684,"watching":"14 intents, none takeable; soonestExpiry=1781496528; next poll 86s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":104,"nextFallbackMin":32}},"verdict":{"summary":"NEWLY BROKEN since last summary: wakes_failing=true, 'launch-wake exited 1 (not a usage cap)' β€” agent has shifted from ALIVE to BROKEN between runs. Prior last-wake was 9 min ago (prior run) vs 7 min ago now, suggesting the failure hit on or just after w175 (03:20). Concurrent-wake interference persists unchanged: w173 fired Γ—2 (02:24 + 02:35), w175 fired Γ—2","badge":"BROKEN β€” ENTRYPOINT CRASH","confidence":"high","bottomLine":"Agent is NOW BROKEN: 'launch-wake exited 1 (not a usage cap)' β€” wakes_failing=true, pidAlive=false. Watcher is armed (nextFallbackMin=17) but the fallback will also fail. 6 bait-sells (sAAPL/ETH/BTC/SSV/sMSFT) are stale on-chain with no agent repricing or cancelling them. This supersedes all concurrent-interference analysis until the entrypoint is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wakes_failing=true; watcher.wakeError='launch-wake exited 1'; pidAlive=false; last successful logged wake w175 at 03:20 (~7 min ago); fallback fires in 17 min and will also fail"},"reasoningRead":"Sound and on-mission through the last good wakes (w170–w175): correct rival-expiry upgrades (floorβ†’1.82%), floor-cancel-repost on price drift, CMQ false-positive skips correctly identified. The 'right problem' is now the entrypoint crash β€” trading logic is moot until wakes execute again.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (honeypots 779/836/869 pre-seeded)","pre-expiry: ~5 min before soonest intent expiry","check-my-quotes: cancelCmds > 0 (erosion/undercut)","2h hard fallback","MISSING: concurrent-wake lock β€” simultaneous triggers spawn duplicate processes (w173Γ—2 at 02:24+02:35, w175Γ—2 at 03:10+03:20, w174 explicitly logged 'Two concu"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 recent swap deals settled; hub for most swap flow","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 recent swap deals; mispriced swap opportunities in scope","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"2 recent swap deals but arb-hunter itself is stuck","available":"stuck"},{"agent":"momentum-nikita","fit":"maybe","why":"1 swap deal; rotations may create takeable edges","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable while wakes failing β€” scan-edges not running. 6 stale bait-sells unmanaged since w175 (03:20); price drift since then may have put them below floor or missed rival-expiry upgrade windows.","wakeScript":{"wellReasonedForMission":true,"good":["Multi-trigger (edge + pre-expiry + quote erosion + 2h fallback) directly matches vulture's opportunistic mission","Honeypot pre-seed (779/836/869) prevents re-firing on dead intents","Token-free scan-edges; 30s poll is appropriate cadence for quote drift","seenEdgeIds set prevents duplicate edge-take on same intent across polls"],"lacking":["No concurrent-wake lock: simultaneous trigger conditions (pre-expiry fires while quote erosion also detected) spawn two wake processes concurrently β€” w173Γ—2, w1","No backoff or alerting on launch-wake exit-1 β€” watcher re-arms silently after crash, fallback will fail again in 17 min"],"suggestedChange":"Add lockfile guard before fireWake(): write /tmp/vulture-wake.lock, skip+return if it exists, remove on exit. Eliminates all concurrent-wake interference in one change β€” the single highest-value fix remaining after the entrypoint crash is r"},"issues":[{"scope":"agent","title":"CRITICAL: launch-wake exited 1 β€” agent broken, fallback will also fail","detail":"wakes_failing=true since on/after w175 (03:20). Exact error is in agent logs above the entrypoint line (not captured in snapshot). pidAlive=false. Watcher fallback fires in 17 min and will hit the same crash. 6 bait-sells on-chain are unmanaged.","fix":"Read agent log output above 'launch-wake exited 1' β€” likely a binary/module resolution failure. If identical to bear-yosher's crash signature, escalate to core (shared binary regression). Otherwise fix agent-local toolchain."},{"scope":"core","title":"Two agents crashed in same cycle β€” possible shared binary regression","detail":"bear-yosher (armed=false, pidAlive=false, crashed) and vulture-andrew (wakes_failing, launch-wake exit 1) both show entrypoint-level failures in this cycle. Coincidence unlikely if error text matches.","fix":"Compare launch-wake stderr on both agents; if both show 'not found on PATH' or same module error, treat as fleet-wide binary regression and fix at core before any per-agent work."},{"scope":"agent","title":"Concurrent-wake interference: w173Γ—2 (02:24+02:35), w175Γ—2 (03:10+03:20)","detail":"Pattern unchanged from prior run (w167Γ—2, w168Γ—3). W174 log explicitly: 'Two concurrent w173 sessions each posted a full basket of baits.' Causes duplicate posts, false-positive cancellations, and wasted gas across every high-activity window.","fix":"Lockfile guard in wake-script before fireWake() call β€” check /tmp/vulture-wake.lock, skip if present, write it, remove on wake completion. One addition, eliminates all interference."}],"assessment":"Agent is NOW BROKEN: 'launch-wake exited 1 (not a usage cap)' β€” wakes_failing=true, pidAlive=false. Watcher is armed (nextFallbackMin=17) but the fallback will also fail. 6 bait-sells (sAAPL/ETH/BTC/SSV/sMSFT) are stale on-chain with no agent repricing or cancelling them. This supersedes all concurrent-interference analysis until the entrypoint is fixed."}}],"unattributed":{"sessions":8872,"tokens":194013343,"usd":103.51,"w5":10665512,"w5Usd":6.78,"hourly":[2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.54,1.46,0.62,0,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6076,"tokens":54805788,"usd":130.97,"w5":3563667,"w5Usd":11.66,"hourly":[1.92,2.45,2.33,2.26,2.71,1.93,2.7,1.56,2.29,1.68,2.54,2.43,2.59,4.22,2.1,0,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1730590796,"grandUsd":1074.19,"grandSessions":16122,"attributedTokens":1481771665,"unattributedTokens":194013343,"boardTokens":54805788,"reassembledTokens":1730590796,"tokensBalance":true,"attributionPct":88.4,"multiMatchSessions":158,"sessionsScanned":11054,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":83248,"dedupedMsgs":40610,"rawTokens":3919934840,"dedupedTokens":1730590796,"dupRatio":2.265}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T03:21:11.129Z","swarm":{"headline":"2 BROKEN, CLOCK BUGS ARMED","funnel":{"posted":2118,"settled":185,"conversionPct":8.73,"byTemplate":{"Swap":"dominant β€” ~88% est. (14/16 recent settled; LP-Maker hub for 13/16)","custom-option":"frozen β€” 4 consecutive misses on option-taker; BTC put #0x0833 expires unfilled this cycle","custom-binary":"stalled β€” bear-yosher in HALT (225 min fallback); mimic-ljuba resting (613 min fallback); polymarket intents open 6758 min"}},"liquidityMap":[{"market":"SSV/USDC swap","flow":"Arb-Hunter-Tom ⇄ LP-Maker-Matheus","status":"FROZEN β€” arb-hunter wakes_failing=true (launch-wake exited 1); was source of 5/1"},{"market":"ETH/BTC/sAAPL/sMSFT swap","flow":"Vulture-Andrew ⇄ LP-Maker-Matheus / Momentum-Nikita","status":"FROZEN β€” vulture wakes_failing=true (launch-wake exited 1); 6 bait-sells orphane"},{"market":"ETH/BTC momentum swaps","flow":"Momentum-Nikita ⇄ LP-Maker-Matheus","status":"IDLE, DISCIPLINED β€” 8 consecutive holds (w37–w44); field compressed (ETH-BTC gap"},{"market":"sAAPL swap","flow":"Stacker-Massimo ⇄ LP-Maker-Matheus","status":"ACTIVE β€” deal 180 settled (rotation from sNVDA); new intent posted ($10 USDC β†’ 0"},{"market":"sNVDA swap","flow":"LP-Maker-Matheus bid #2077 open, 0 fleet sellers","status":"DARK β€” 13+ consecutive wakes, no sNVDA asks fleet-wide; stacker-massimo (sole pr"},{"market":"BTC/ETH options","flow":"Option-Writer-Matheus β†’ (Option-Taker-Matheus blind)","status":"FROZEN β€” BTC put #0x0833 ($64,910 strike, 0.18 USDC) expires in ~17 min; option-"}],"causalLinks":[{"cause":"arb-hunter-tom BROKEN β€” launch-wake exited 1, wakes_failing=true, tokens_5h_usd=0","effect":"LP-Maker-Matheus loses its primary taker; 5 of last 16 deals (31%) were LP↔Arb-Hunter SSV/USDC fills; SSV swap market fr","evidence":"5 LP↔Arb-Hunter-Tom entries in recent deal list; arb-hunter wakes_failing=true, pidAlive=true (watcher alive but every execution aborts before LLM); fallback re-armed at 30 min"},{"cause":"vulture-andrew BROKEN β€” launch-wake exited 1 (not a usage cap), wakes_failing=true, pidAlive=false","effect":"6 bait-sell intents orphaned (ETH/BTC/sAAPL/sMSFT, 10–53 min TTL); $13.02/5h collateral burn continues unattended; LP an","evidence":"vulture wakeError='launch-wake exited 1'; 6 vulture intents visible on open book; last successful wake w175 (~7 min before this cycle)"},{"cause":"Identical 'launch-wake exited 1' failure on 2 agents (arb-hunter-tom + vulture-andrew) in the same cycle","effect":"Fleet-wide platform regression, not two independent agent faults β€” same error string, both flipped to infra-down this cy","evidence":"arb-hunter wakeError='launch-wake exited 1'; vulture wakeError='launch-wake exited 1 (not a usage cap)'; both show infra-down rootCause class; 2-of-2 count makes coincidence implausible"},{"cause":"stacker-massimo hit consecutive_misses=2 on sNVDA and rotated to sAAPL (deal 180 settled)","effect":"LP-Maker sNVDA bid #2077 ($203.87, 12 USDC) loses its only plausible restock path; sNVDA market structurally dark throug","evidence":"deal 180 = stacker sAAPL rotation; LP sNVDA bid #2077 open 13+ wakes with 0 fills; 0 sNVDA asks in open book"},{"cause":"option-taker-matheus seenIntentIds seeds-and-skips on first poll (current.ts lines 22–24)","effect":"BTC put #0x0833 will expire unfilled β€” option-taker's fallback fires 81 min after the put's 17-min expiry; this is the 4","evidence":"3 confirmed prior misses: ETH calls 1924, 1971, 1993 all expired; taker last woke w35 (346 min ago); put on book with ~17 min left; fallback=81 min"},{"cause":"swing-nikita hardcodes MARKET_OPEN_MS=1781530200Γ—1000 (resolves to 2026-06-15T13:30Z, a Sunday) AND rebalancer-lior hard","effect":"Both agents will fire their market-open trigger on a non-trading day (~625 min and ~669 min respectively); rebalancer's ","evidence":"June 15 2026 is Sunday; swing-nikita rootCause=structural; rebalancer-lior rootCause=off-mission, badge=WRONG DATE ARMED; both w/o day-of-week guard; momentum-nikita's equivalent clock was patched to "}],"insights":[{"severity":"critical","title":"Platform binary regression: arb-hunter-tom + vulture-andrew both 'launch-wake exited 1'","detail":"Two agents show identical wakeError='launch-wake exited 1' in the same cycle β€” arb-hunter-tom (wakes_failing=true, tokens_5h_usd=0) and vulture-andrew (wakes_failing=true, pidAlive=false). Combined they represent ~38% of recent deal volume (5 arb-hunter SSV fills + multiple vulture equity fills). This is a platform entrypoint regression, not two independent agent failures. Vulture's fallback fires in 37 min and will also fail. A third f","evidence":"arb-hunter wakeError='launch-wake exited 1'; vulture wakeError='launch-wake exited 1 (not a usage cap)'; both rootCause.class=infra-down; both flipped this cycle","scope":"core","fix":"Check claude binary / launch-wake entrypoint on the agent container host immediately β€” same error on 2 agents in one cycle = platform fault. Fix and restart both. Monitor arb-hunter (30 min) and vulture (37 min) fallbacks to confirm resolution."},{"severity":"critical","title":"option-taker blind spot: BTC put #0x0833 expires in ~17 min β€” 4th consecutive miss guaranteed","detail":"seenIntentIds seed-on-first-poll (current.ts lines 22–24) makes option-taker permanently invisible to options it hasn't seen in a prior session. BTC put ($64,910 strike, 0.18 USDC premium) is live with ~17 min left; taker fallback fires in 81 min β€” structurally too late. Prior confirmed misses: ETH calls 1924, 1971, 1993. Option-writer's diagnostic probe will yield a false negative.","evidence":"current.ts lines 22–24 seed-and-skip; taker last woke w35 (346 min ago); put on book; fallback=81 min vs ~17 min left","scope":"fleet","fix":"Remove the seed-on-first-poll guard from option-taker current.ts lines 22–24 entirely β€” treat all intents as actionable from the first wake. Patch before next option post by option-writer."},{"severity":"warn","title":"Sunday date bug: swing-nikita + rebalancer-lior both targeting 2026-06-15T13:30Z (today, Sunday)","detail":"Two agents independently resolved 'Monday market open' to Sunday June 15: swing-nikita via raw epoch 1781530200Γ—1000, rebalancer-lior via ISO string new Date('2026-06-15T13:30:00Z'). Both lack a day-of-week guard. Swing fires in ~625 min, rebalancer in ~669 min. Rebalancer's implicit stale-oracle defense is unreliable. Momentum-nikita's equivalent bug was defused in w44 β€” the fix pattern is known.","evidence":"June 15 2026 = Sunday; swing badge=WRONG DATE BUG, rootCause=structural; rebalancer badge=WRONG DATE ARMED, rootCause=off-mission; momentum-nikita w44 applied ISO string fix","scope":"fleet","fix":"In both wake scripts: change target to 2026-06-16T13:30Z (Monday) and add guard: if (new Date().getUTCDay() === 0 || new Date().getUTCDay() === 6) { return; }. ~600 min window before either fires."},{"severity":"warn","title":"sNVDA structurally dark: LP bid #2077 open 13+ wakes, 0 fleet sellers","detail":"LP-Maker-Matheus bid #2077 ($203.87, 12 USDC) has cleared 0 fills for 13+ consecutive wakes. Stacker-massimo β€” the only agent that was plausibly restocking sNVDA inventory β€” rotated to sAAPL at deal 180. No other fleet agent posts sNVDA to sell. The ask slot will stay dark without structural intervention.","evidence":"LP bid #2077 open with 0 fills across 13+ wakes; stacker deal 180 = sAAPL rotation; 0 sNVDA asks in open book; option-writer sNVDA buy #1994 ($10 USDC, +0.5% oracle) also unfilled","scope":"fleet","fix":"Onboard a dedicated sNVDA seller or configure LP-Maker to post sNVDA asks directly to bootstrap the ask side. Alternatively, increase stacker's sNVDA fill tolerance or lower the rotation threshold."},{"severity":"warn","title":"bear-yosher in HALT, alive (225 min fallback) β€” binary market stalled as side effect","detail":"Bear-yosher is alive (armed=true, pidAlive=true, nextFallbackMin=225) and correctly halted β€” BTC+ETH persistent climb confirmed valid at w58 (03:04 UTC June 15). However, the halt freezes the binary bet market: mimic-ljuba's only settled-deal counterparty is out of action; binary intents show edge of βˆ’65pp/βˆ’15pp/βˆ’38pp (all below 3pp floor). No deal flow expected until bear-yosher's halt condition resolves.","evidence":"bear-yosher armed=true, pidAlive=true, nextFallbackMin=225; mimic-ljuba rootCause=counterparty-starved, reliableCounterparties=1; binary edges all below 3pp floor per w103–w109","scope":"fleet","fix":"No immediate action β€” halt is valid. Monitor bear-yosher's 225 min fallback wake; ensure that wake re-arms correctly (w58 failed to re-arm, per Step 2 summary). If halt still valid at w59, verify armWatcher is called regardless of halt outcome."},{"severity":"warn","title":"index-maker + index-taker: dead cluster, 44 consecutive null cycles","detail":"Both agents: 0 wakes, 0 tokens, wake_script_source=null, armed=false, pidAlive=false for 44 cycles. The IndexBasket LONG market has never had a maker or taker. Mutually dependent β€” neither functions without the other.","evidence":"44 null cycles; both wake_script_source=null, armed=false, pidAlive=false, tokens_lifetime_usd=0","scope":"fleet","fix":"Bootstrap index-maker first (fund wallet, commit wake script, deploy), then index-taker. Or formally decommission both if IndexBasket is not a current priority."}],"fleetMoves":[{"scope":"core","action":"URGENT: diagnose 'launch-wake exited 1' on arb-hunter-tom and vulture-andrew β€” check the claude binary / launch-wake entrypoint on the host. Same error on 2 agents = platform fault. Fix and restart both before their 30–37 min fallbacks fire and also fail."},{"scope":"fleet","action":"option-taker-matheus: remove seenIntentIds seed-on-first-poll guard (current.ts lines 22–24) β€” treat all intents as actionable from first wake. Patch before next option-writer post; 4 fills lost so far."},{"scope":"fleet","action":"swing-nikita + rebalancer-lior: correct MARKET_OPEN_MS to 2026-06-16T13:30Z (Monday) and add day-of-week guard (skip on UTC day 0 or 6). ~600 min window before both fire on Sunday stale oracle."},{"scope":"fleet","action":"bear-yosher: verify next wake (225 min) correctly calls armWatcher at halt-check completion β€” w58 did not re-arm. Add unconditional armWatcher call at end of any halt-check wake path."},{"scope":"fleet","action":"sNVDA ask-side: onboard a dedicated sNVDA seller or configure LP-Maker to post asks directly β€” bid #2077 has been dark 13+ wakes with the only restock path (stacker-massimo) now rotated away to sAAPL."}],"at":"2026-06-15T03:26:26.992Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, CLOCKS ARMED","healthDelta":"Marginally better vs last run: sNVDA dark persists (LP bid #2028 open, 0 sellers) but stacker-massimo successfully rotated to sAAPL (deal 180 settled), partially relieving the structural drought. Clock bomb deferred again last cycle β€” w45 danger window now ~259 min out. Bear-yosher remains crashed (","focusAreas":["LP-Maker-Matheus is the sole active hub: 13/16 recent deals involve it; 10 open intents; sNVDA ask slot still dark 12+ wakes, USDCβ†’sNVDA bid #2028 unreachable","Clock bomb danger window approaching: momentum-nikita fallback fires ~07:17Z today (nextFallbackMin=259); w45 is the risk wake β€” MARKET_OPEN_MS bug may regenerate","Option-taker-matheus seenIntentIds miss streak = 3 consecutive; BTC put on book NOW (35 min left, $64,910 strike, 0.18 USDC); taker last woke 344 min ago, fallback in 99 min β€” will miss this put","Two agents with 13:30Z Sunday triggers armed today: rebalancer-lior (nextFallbackMin=687) and swing-nikita (13:30Z time trigger) β€” both prior summaries flag no day-of-week guard; LLM reasoning is the ","Bear-yosher: armed=false, pidAlive=false, 307 min silent β€” CRASHED or still in mission-halt; 5h fallback should have fired ~02:56Z, no evidence it did","Vulture-andrew concurrent-wake interference (w167–172 pattern) is ongoing efficiency drag; 6 bait-sells active, burn $13.02/5h"],"perAgentFocus":{"arb-hunter-tom":"Binary drought cited β‰₯190 wakes last run; fallback fires in 4 min (nextFallbackMin=4). Has any near-decided binary appeared on the book this wake cycle, or does the CEX-below-oracle gap on crypto still block all takes? Confirm whether 32nd ","bear-yosher":"armed=false, pidAlive=false, 307 min silent β€” the 5h mission-halt fallback should have fired at ~02:56Z June 15. Did it fire and immediately re-halt (price still in climb), or is the watcher process itself dead? Distinguish mission-halt vs ","index-maker":"44th consecutive null cycle expected β€” confirm armed=false, pidAlive=false, no deployment signal. No action needed unless wallet or env changed.","index-taker":"44th consecutive null cycle expected β€” confirm no deployment signal; index-maker (sole counterparty) also undeployed, so no market exists regardless.","lp-maker-matheus":"sNVDA ask dark 12+ wakes; USDCβ†’sNVDA bid #2028 ($203.87, -60bps) still open on book with 17 min left. Has any sNVDA seller appeared fleet-wide to restock? SSV 4th bid-inversion noted last run β€” is LP still posting inverted SSV bids this wak","mimic-ljuba":"No new BinaryBets since w109 (267 min ago, nextFallbackMin=631). Option-Writer-Matheus has a BTC put active on book (strike $64,910.41, 0.18 USDC premium, 35 min left). Does mimic-ljuba's mission cover BTC puts, or only BinaryBet copies? Co","momentum-nikita":"Clock bomb danger window: w45 fallback fires at ~07:17Z today (nextFallbackMin=259). The last summary confirmed the bug deferred past this watcher, but warned w45 LLM may regenerate MARKET_OPEN_MS = wrong constant. What does the current wak","option-taker-matheus":"seenIntentIds seed-on-first-poll caused 3 confirmed consecutive misses (ETH call #1993 most recent). BTC put currently on book (35 min left) β€” option-taker last woke 344 min ago, fallback in 99 min, so it WILL miss this put too. Is the seen","option-writer-matheus":"sNVDA buy 2046 posted last cycle; BTC put on book now (strike $64,910.41, 0.18 USDC, 35 min left, last wake 25 min ago). Is the BTC put strike fairly priced vs current BTC oracle? Who is the realistic taker given option-taker-matheus is 344","polymarket-ljuba":"Two maker binaries resting 288 min: #1827 sMSFT<$420 and #1916 sNVDA>$195 (Jun19 expiry, sNVDA at $205.10 = 5.2% buffer). Has sNVDA price drifted toward the $195 strike since w57? Fallback in 1154 min β€” is the wake script's zero price-drift","rebalancer-lior":"13:30Z Sunday trigger fires today in ~687 min (nextFallbackMin=687). Prior summary: agent corrected watcher to fire 06-15 believing it's 'Monday' but June 15 is Sunday. Will the stock oracle be stale/unavailable (as in w47) blocking any tra","stacker-massimo":"Rotated to sAAPL after deal 180 (sNVDA drought); fallback fires in 10 min. LP-Maker has 15 USDCβ†’sAAPL open on book (27 min left). Will stacker sweep LP's sAAPL ask this wake, or has consecutive_misses reset to retry sNVDA (which remains bid","swing-nikita":"13:30Z market-open trigger fires today (Sunday); prior 8 wakes blocked Sunday trades via LLM reasoning. nextFallbackMin=3018 suggests the 13:30Z fires via time-trigger not fallback. Will the LLM again correctly no-op on Sunday, or is there ","vulture-andrew":"Concurrent-wake interference (w167–172: w167 fired Γ—2, w168 fired Γ—3) is the dominant drag. Last wake 5 min ago, 6 bait-sells active. Did the most recent wake show continued interference (duplicate fires)? Floor bug: is it still present in "},"ctas":[{"scope":"core","text":"Fix option-taker-matheus seenIntentIds seed-on-first-poll bug β€” 3 confirmed consecutive misses; BTC put on book NOW expiring in 35 min will be miss #4 at the 99-min fallback."},{"scope":"agent","text":"Bear-yosher: diagnose armed=false+pidAlive=false after 307 min silence β€” confirm mission-halt vs process crash; re-arm if BTC/ETH no longer in the climb that triggered halt."},{"scope":"core","text":"Fix Vulture-Andrew concurrent-wake deduplication β€” w167–172 duplicate fires cause false-positive cancellations and wasted gas at $13.02/5h burn."},{"scope":"fleet","text":"sNVDA structurally dark: LP bid #2028 open but no sellers fleet-wide; stacker rotated away; consider whether any agent has sNVDA inventory to post as ask, or if a seeder is needed."},{"scope":"agent","text":"Momentum-nikita w45 clock bomb: audit current.ts for MARKET_OPEN_MS value before 07:17Z fallback fires (~259 min) β€” last summary warned the LLM may regenerate the bad constant at the next rewrite."},{"scope":"agent","text":"Rebalancer-lior and Swing-nikita: both arm 13:30Z Sunday triggers today with no day-of-week guard in current.ts β€” verify LLM reasoning will block erroneous Sunday stock trades at those wakes."}],"at":"2026-06-15T03:06:07.785Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T04:24:05.639Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":112.48,"used7d":null,"used7dUsd":1097.04,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":65.4,"estPct7d":73.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":185.9,"estPct7d":176.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":189.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":149},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":151641033,"w7":1341376687,"tot":1341376687},"haiku":{"w5":11910213,"w7":421886500,"tot":421886500}},"fleet":{"agentsUp":12,"lifetimeTokens":1763282998,"lifetimeUsd":1097.04,"sessions":16170,"deals":187,"openIntents":21,"totalIntents":2154},"oracle":{"USDC":1,"ETH":1717.53,"BTC":65679.81,"SSV":2.39,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T04:15:28.129Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":34,"openIntents":0,"balanceUsd":102.25,"realizedPnl":2.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":361,"wakes":294,"firstWakeMs":1780927992000,"lastWakeMs":1781496300000,"ageMin":19,"lastWhy":"No latency edge available. All crypto swaps priced taker-unfavorably; binary bet drought continues (stock-only).","repeatWakes":257,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781498955294,"watching":"new crypto intent >2154, binary <=30min in money, or 30min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":2,"nextFallbackMin":25}},"verdict":{"summary":"Agent shows evidence of mid-cycle recovery: wakes w285–w292 all executed with coherent reasoning, and two new deals landed β€” Deal 184 (w288, 10:09Z, SSV +139bps) and Deal 185 (w289, 10:30Z, SSV +28bps) β€” directly answering last run's open question. However wakes_failing=true remains set with the same 'launch-wake exited 1' error, and tokens_5h_usd=0 despite ","badge":"INTERMITTENT BREAK","confidence":"medium","bottomLine":"Two deals settled during a recovery window (Deal 184: SSV +139bps, Deal 185: SSV +28bps), but wakes_failing=true and tokens_5h_usd=$0 indicate the 'launch-wake exited 1' error returned after w292 (11:30Z). Same error class as vulture-andrew β€” 2 agents sharing an identical 'exited 1' entrypoint failure is a platform signal, not a coincidence.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; watcher.wakeError='launch-wake exited 1'; tokens_5h_usd=0 despite w288–w292 apparent activity; same error text as vulture-andrew (2/2 broken agents share identical symptom β€” platform regression candidate). Recovery window w285–w292 produced Deals 184 and 185 before the break recu"},"reasoningRead":"Sound during the recovery window (w285–w292): clean surface scan, correct CEX-vs-oracle gap math (+139bps and +28bps confirmed edges taken), high-water mark advancing correctly, appropriate waits when no edge. Solving the right problem when it runs. The defect is in the entrypoint, not the reasoning.","wakeTriggers":["new crypto swap intent above HIGH_WATER 2138","crypto binary bet entering ≀30min window with CEX taker-side in-money β‰₯0.5%","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22 of 34 settled deals; primary swap liquidity source; 3 open intents on book now","available":"ok β€” armed, active, 142 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"2 settled deals as swap counterparty; can post baited intents arb-hunter could take","available":"stuck β€” wakes_failing, same 'exited 1' e"},{"agent":"option-writer-matheus","fit":"no","why":"binary/option writer, not swap maker; arb-hunter's binary surface requires CEX coverage arb, not option instruments","available":"ok β€” but wrong instrument type"}],"reliableCounterparties":1,"missedOpportunities":"During the re-broken period (after w292, 11:30Z): any SSV swap or crypto binary bet posted by LP-Maker-Matheus with CEX gap β‰₯10bps would be missed. LP-Maker-Matheus currently has 3 open intents β€” unmeasurable whether any carry edge without live CEX feed, but arb-hunter is the agent best-positioned to take them and cannot fire.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER tracks last-seen intent ID β€” avoids re-scanning stale book, exactly right for a latency-arb agent that needs fresh signals","Binary bet trigger runs CEX price check BEFORE firing β€” prevents waking the agent on a bet that's already out of the money; zero-LLM gate","wokenBets dedup file prevents re-firing on the same expiring bet across multiple watcher ticks","30-min fallback is appropriate for a taker whose primary signal is book-driven; not sub-minute polling","Explicitly filters STOCK symbols from crypto triggers β€” correct surface separation matching the mission's CEX-feed dependency"],"lacking":["No CEX-fetch error surfacing to watcher β€” the catch block logs and continues silently, so a broken cex-price.js tool would suppress binary triggers without any ","wokenBets file is unbounded β€” old bet IDs accumulate forever; minor but grows over time"],"suggestedChange":"Propagate CEX fetch failures to a watcher-visible metric or trigger the fallback immediately β€” a silent catch means binary-bet triggers go dark if cex-price.js breaks, with no signal to the observer."},"issues":[{"scope":"core","title":"'launch-wake exited 1' intermittent entrypoint failure","detail":"arb-hunter-tom and vulture-andrew both show identical 'launch-wake exited 1 (not a usage cap)' in watcher.wakeError. Two agents, same error class, same entrypoint β€” this is a platform-level defect (agent-entrypoint script, launch-wake binary, or shared runtime dependency). arb-hunter recovered trans","fix":"Inspect launch-wake exit code and stderr for both agents simultaneously β€” the shared symptom points to a common binary, PATH, or SDK dependency. Reproduce: run `launch-wake` directly in the container and capture full stderr. Check if a recent SDK/runtime update changed the entrypoint contract."},{"scope":"agent","title":"CEX fetch errors silently suppress binary-bet wake triggers","detail":"watcher catch block logs e.message but does not propagate; if cex-price.js fails, the binary surface goes blind with no observable watcher signal.","fix":"In the nearCryptoBets catch block, either re-throw to let the fallback handle it, or write a flag to a watcher-visible file so the observer can detect CEX-fetch outages."}],"assessment":"Two deals settled during a recovery window (Deal 184: SSV +139bps, Deal 185: SSV +28bps), but wakes_failing=true and tokens_5h_usd=$0 indicate the 'launch-wake exited 1' error returned after w292 (11:30Z). Same error class as vulture-andrew β€” 2 agents sharing an identical 'exited 1' entrypoint failure is a platform signal, not a coincidence."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":389,"wakes":85,"firstWakeMs":1780944154000,"lastWakeMs":1781492688000,"ageMin":79,"lastWhy":"HALT still in effect from wake 57. No aligned takeable bets. Deal 159 not settleable (DealNotResolved). Tech basket over","repeatWakes":63,"avgGapMin":145,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781507187728,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,424 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":162}},"verdict":{"summary":"Prior run flagged armed=false after w58 (03:04 UTC June 15) β€” that reading was likely a timing artifact or brief re-arm lag. The HALT-mode wake script w58 wrote contains a BTC Β±1.5% deviation trigger from $65,424.24; that trigger fired ~60 min ago (inferred w59, ~07:40 UTC June 15), causing a re-assessment wake that re-armed with a fresh 4h fallback (nextFal","badge":"HALT β€” Monitoring","confidence":"medium","bottomLine":"Bear-yosher re-armed because BTC moved β‰₯1.5% from its $65,424 baseline, firing w59 ~60 min ago; w59 re-confirmed HALT and set a fresh 4h fallback. HALT is correctly held: 0 open intents, no resume action. Structural concern remains: -$18.34 PnL across 18 deals means the bear thesis has run against a sustained crypto uptrend; HALT is right, but the conviction itself warrants human review if BTC doesn't reverse before Deal 159 resolves at 17:49 UTC.","rootCause":{"class":"structural","evidence":"HALT correctly triggered by BTC+ETH sustained climb (w57 21:56 UTC June 14, baseline $65,424.24). BTC Β±1.5% deviation fired w59 ~60 min ago; re-assessment maintained HALT. -$18.34 realized PnL on 18 deals reflects the bear thesis running against the prevailing uptrend; HALT is working but the direct"},"reasoningRead":"Sound β€” HALT mode is correctly applied per mission rules ('halt and cancel only when crypto climbs persistently'). 63/85 repeat wakes reflect deliberate inaction in HALT, not churn. No evidence of solving the wrong problem; the mission circuit-breaker is honoring its own spec.","wakeTriggers":["BTC price deviation β‰₯1.5% from $65,424.24 (fired ~60 min ago at inferred w59)","Deal 159 betExpiry pre-fire at 2026-06-15T17:49 UTC (~9h out)","4h fallback (nextFallbackMin=183, ~3h remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for tech basket DCA buys (sNVDA/sAAPL/sMSFT); 142 deals, oracle-fair quotes β€” ready when HALT lifts","available":"ok β€” active hub with 3 open intents"},{"agent":"mimic-ljuba","fit":"yes","why":"Settled deal 159 directly with bear-yosher (custom live ↔ Mimic-Ljuba); mirrors BinaryBets and is the settlement counterparty for the only l","available":"ok β€” active"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets including crypto-below-strike; bear-yosher would take BELOW-strike bets on HALT exit β€” currently has live sNVDA intent, no","available":"ok β€” active"}],"reliableCounterparties":2,"missedOpportunities":"none β€” HALT mode is intentional; not taking bets while BTC/ETH climb is the mission spec, not a miss. Deal 159 settlement at 17:49 UTC is the only pending action, and the watcher will pre-fire for it.","wakeScript":{"wellReasonedForMission":true,"good":["Deal 159 pre-fire trigger (17:49 UTC) is mission-critical and precisely timed β€” ensures the settle attempt doesn't miss expiry","BTC Β±1.5% deviation monitors the core conviction signal without reacting to the order book (correct for HALT mode)","4h fallback is patient and appropriate; no sub-minute polling","Zero-LLM watch loop; belt.readPrice is the only I/O β€” lean and reliable"],"lacking":["BTC Β±1.5% fires on BOTH up AND down deviations β€” when BTC drops 1.5% below $65,424 (potential HALT-exit signal), the fireWake message is identical to a continue","tokens_5h_usd=0 despite last_wake_usd=1.44 and last_wake_min_ago=60 β€” minor metrics inconsistency; the w59 spend may not yet be reflected in the 5h window"],"suggestedChange":"Annotate direction in the fireWake message: fireWake(`BTC moved ${devPct.toFixed(2)}% ${btcPrice > BTC_BASELINE ? 'UP β€” HALT-confirm' : 'DOWN β€” assess HALT-exit'} from $${BTC_BASELINE} to $${btcPrice}`). Zero cost, removes ambiguity for the"},"issues":[{"scope":"agent","title":"BTC deviation trigger direction is ambiguous in fireWake message","detail":"fireWake reports magnitude only. When BTC falls 1.5% (potential HALT-exit per the bear conviction), the wake message looks identical to a 1.5% climb (HALT-confirm). The Claude instance running the wake must re-derive direction from btcPrice vs BTC_BASELINE in its reasoning rather than having it hand","fix":"Add UP/DOWN and assess-HALT-exit vs HALT-confirm annotation to fireWake call β€” one-liner change in wake_script_source"},{"scope":"agent","title":"-$18.34 realized PnL: bear thesis structurally underwater","detail":"18 deals, -$18.34 realized. HALT at w57 is the correct response, but if BTC/ETH sustain above the baseline past Deal 159 resolution (17:49 UTC June 15), the conviction itself warrants human review β€” the circuit-breaker is working but it's protecting a losing directional call.","fix":"No code fix now β€” HALT is correct. Flag for human review: if BTC/ETH haven't reversed by Deal 159 resolution, consider widening the HALT persistence criterion or pausing the mission until macro alignment returns."}],"assessment":"Bear-yosher re-armed because BTC moved β‰₯1.5% from its $65,424 baseline, firing w59 ~60 min ago; w59 re-confirmed HALT and set a fresh 4h fallback. HALT is correctly held: 0 open intents, no resume action. Structural concern remains: -$18.34 PnL across 18 deals means the bear thesis has run against a sustained crypto uptrend; HALT is right, but the conviction itself warrants human review if BTC doesn't reverse before Deal 159 resolves at 17:49 UTC."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"45th consecutive null cycle β€” state identical to prior 44 runs. watcher.armed=false, watcher.pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed, no deployment signal of any kind. The IndexBasket LONG-side market has never had a maker β€” index-taker ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"45 consecutive null cycles. armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. No wake-script, no wallet, no deployment. IndexBasket market does not exist on the book.","rootCause":{"class":"infra-down","evidence":"watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 β€” agent was never deployed"},"reasoningRead":"No wakes have ever occurred β€” no reasoning to evaluate.","wakeTriggers":["MISSING: no wake-script committed β€” nothing fires"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take SHORT side of LONG IndexBasket intents this agent would post","available":"unknown β€” also shows health=unknown, lik"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists (wake_script_source=null)","No deployment at all β€” no process, no watcher, no wallet"],"suggestedChange":"Deploy the agent: fund a wallet, commit a wake-script that prices BTC+AAPL+NVDA vs oracle, posts one LONG IndexBasket intent, and publishes the verified contract source to the indexer."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 45 null cycles","detail":"watcher.armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens across 45 observer cycles. The IndexBasket market has never had a maker; index-taker is permanently starved.","fix":"Fund wallet, write and commit current.ts (price basket, post LONG intent, publish contract source to indexer), deploy watcher. Until then index-taker has no counterparty and the entire IndexBasket market is frozen."}],"assessment":"45 consecutive null cycles. armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens. No wake-script, no wallet, no deployment. IndexBasket market does not exist on the book."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"45th consecutive null cycle β€” no change from prior. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. No deployment signal of any kind this cycle. Index-maker (sole counterparty, only source of LONG IndexBasket intents) remains identically undeployed per fleet roster (health=unknown). The pair r","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-taker has never run a single wake and carries $0 lifetime token spend β€” it is undeployed, not crashed. Its sole counterparty (index-maker) is identically undeployed. No deal is possible until at minimum index-maker is live and posting LONG IndexBasket intents.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens β€” agent has never been deployed, not a runtime crash"},"reasoningRead":"No wakes have ever run; no agent reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed β€” wake_script_source=null; no trigger of any kind exists"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents that index-taker is designed to take the SHORT side of; architecturally the only valid counterparty","available":"also undeployed β€” health=unknown, 0 wake"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has never posted a LONG IndexBasket intent; no intents exist to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script has ever been deployed; nothing to judge"],"suggestedChange":"Deploy a wake script that polls the indexer for live LONG IndexBasket intents with sufficient time remaining and fires when one is found β€” fall back on a timed interval so the agent re-checks even when the indexer is quiet"},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 45 consecutive null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null across every observer run. Zero lifetime wakes, zero lifetime token spend. No process has ever started.","fix":"Deploy the agent with a wake script targeting the indexer for LONG IndexBasket intents; sequence index-maker deployment first"},{"scope":"agent","title":"Index-maker (sole counterparty) also undeployed β€” dead cluster","detail":"Index-taker's mission is structurally contingent on index-maker posting intents. Index-maker is identically undeployed (health=unknown, 0 wakes). Even a deployed index-taker finds nothing to audit or cross.","fix":"Deploy index-maker first so it can post LONG IndexBasket intents; index-taker's deployment is only meaningful after index-maker is live"}],"assessment":"Index-taker has never run a single wake and carries $0 lifetime token spend β€” it is undeployed, not crashed. Its sole counterparty (index-maker) is identically undeployed. No deal is possible until at minimum index-maker is live and posting LONG IndexBasket intents."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":821,"msgs":17717,"total":1100967476,"totalUsd":655.45,"w5":127241199,"w5Usd":80.4,"w5PctPool":50.9,"w7":1100967476,"w7Usd":655.45,"w7PctPool":45.9,"w5Son":118462193,"w7Son":906695465,"hourly":[17.79,13.43,19.77,15.88,13.53,15.05,19.62,10.12,16.93,12.98,12.28,16.89,4,9.69,11.95,3.13,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T04:24:11.785Z","tokens":3333093,"usd":1.93,"msgs":46}},"onchain":{"deals":143,"openIntents":10,"balanceUsd":748.14,"realizedPnl":-12.02,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":405,"wakes":206,"firstWakeMs":1781018900000,"lastWakeMs":1781497080000,"ageMin":6,"lastWhy":"SSV intents expiring; oracle stable so SSV ask Ξ΄ returned to +50bps from emergency +75bps. Concurrent wake handled ETH/B","repeatWakes":171,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781502786757,"watching":"Prefire 04:44 (ETH ask #2139 + stock cluster exp ~04:51) | ETH[1715.74,1724] | BTC[65627,65993] | SSV[2.378,2.412] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":89}},"verdict":{"summary":"sNVDA ask dark through w187b β€” now 15+ consecutive wakes (up from 13+ at last summary), no sNVDA supply from any agent fleet-wide. SSV inversion pattern addressed: LP absorbed βˆ’$0.034 adverse fill loss across w184b–w186c (3 picks), then widened SSV ask to +75bps (from +35bps that kept getting hit); current book SSV bid βˆ’50bps / ask +75bps β€” pattern structura","badge":"LP THIN, SSV STABILIZED","confidence":"high","bottomLine":"sNVDA ask dark for 15+ wakes with zero restock path after stacker-massimo rotated to sAAPL; SSV adverse-fill pattern absorbed (βˆ’$0.034 over 3 hits) and spread widened to +75bps. Top two takers broken fleet-wide reduces deal volume risk for LP but also suppresses fill rate. 142 lifetime deals, 9 open intents, $77.78 5h token burn at 49.1% of pool.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA ask dark: no sNVDA sellers on-book since stacker-massimo deal-180 (rotated to sAAPL). Arb-hunter-tom (most frequent taker, ~18 of 41 recent deals) and vulture-andrew (~3 deals) both broken β€” removes ~50% of historic deal counterparty volume. Option-writer-matheus, momentum-nikita, rebalancer-l"},"reasoningRead":"Sound on the right problems: SSV spread calibration after adverse fills (35bps β†’ 120bps β†’ 75bps across w186b/c/187b) shows quantitative feedback loop; prefire cluster management is disciplined. One red flag: w185 logged '[object Object]' as the full reasoning β€” wake executed correctly (8 TXs) but reasoning text was not serialized, so this wake is opaque. State.json SSV overwrite (w187) and phantom","wakeTriggers":["Oracle price crosses any live quote boundary (ETH/BTC/SSV/sAAPL/sMSFT bands; sNVDA bid-floor only)","New fillable swap intent from non-own, non-noisy poster","Prefire timer: 04:25 UTC (7 min before SSV bid #2130 expires 04:32)","90-min fallback","MISSING: sNVDA inventory restock trigger β€” if sNVDA balance rises above a threshold, no path exists to automatically reactivate the ask; ask stays dark indefini"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"historically the LP's #1 taker (~18 of 41 visible deals)","available":"BROKEN β€” wakes_failing, health=stuck"},{"agent":"vulture-andrew","fit":"yes","why":"3 recent deals, opportunistic taker","available":"BROKEN β€” wakes_failing, health=stuck"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals, active rebalancing swaps","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"was sNVDA restocking source; now on sAAPL β€” could return to sNVDA if price moves","available":"ok, on sAAPL"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals, rotates into movers","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps, occasional LP taker","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"None verifiable β€” watcher monitors new swap intents; no evidence of missed fillable intent in wake logs since last summary. sNVDA ask dark means LP cannot serve any sNVDA sell demand that appears, which is the structural gap.","wakeScript":{"wellReasonedForMission":true,"good":["Per-instrument price guards match exact current book boundaries β€” fires precisely when oracle escapes the spread, not on noise","Prefire 7 min before SSV cluster expiry: proactive, prevents gap in SSV coverage","NVDA_LO-only guard correctly omits NVDA_HI since there is no sNVDA ask to protect","Noisy address (0x64Aa) filtered from new-intent scan β€” avoids thrash from high-frequency external poster","90-min fallback is appropriate for a cluster-managed LP; zero-LLM loop"],"lacking":["No sNVDA inventory restock trigger: if LP receives sNVDA (e.g., a bid fills), nothing fires to post the ask β€” sNVDA ask stays dark until an unrelated oracle gua","Concurrent wake state collision unresolved: w187/w187b showed state.json SSV overwrite when two wakes ran close together; no write-lock or compare-and-swap guar"],"suggestedChange":"Add an sNVDA wallet-balance check in the watch loop: if sNVDA balance > MIN_ASK_SIZE (e.g. 0.03) AND sNVDA ask is currently dark, fire wake 'sNVDA inventory restocked β€” post ask'. This is the single gap that keeps the ask permanently dark w"},"issues":[{"scope":"agent","title":"sNVDA ask permanently dark β€” no restock trigger","detail":"sNVDA ask has been dark for 15+ consecutive wakes. Stacker-massimo was the only restocking path and has rotated to sAAPL. No wake trigger fires when LP's sNVDA balance rises above ask-posting threshold, so the ask cannot self-recover.","fix":"Add sNVDA balance poll to watch loop: fire wake when wallet sNVDA > 0.03 and ask is dark. Also coordinate with stacker-massimo mission: can it post sNVDA ask-side intents for LP to take?"},{"scope":"agent","title":"Concurrent wake state.json collision β€” SSV inventory overwrite","detail":"w187 found state.json showing 0.662835 SSV (5Γ— actual 0.163); w186c concurrent wake had written stale value. Led directly to phantom 1-SSV ask #2131, which was caught and canceled in w187b but would have reverted on-chain if taken.","fix":"Implement atomic state.json write with read-verify-CAS pattern, or serialize concurrent wake state writes with a file lock. The self-correction worked this time but the hazard recurs on every SSV cluster expiry where multiple sub-wakes fire."},{"scope":"core","title":"'[object Object]' reasoning serialization in wake log (w185)","detail":"w185 logged '[object Object]' as the full reasoning string β€” wake executed 8 TXs correctly, but the reasoning is opaque. Likely the LLM returned a structured object that was not stringified before logging.","fix":"In wake-watch.js or the wake logger, JSON.stringify any reasoning value before writing to log. Prevents silent loss of reasoning trace on object-type returns."},{"scope":"agent","title":"Top 2 LP takers (arb-hunter-tom, vulture-andrew) both broken β€” deal flow at risk","detail":"Arb-hunter-tom (~18 of 41 recent LP deals) and vulture-andrew (~3) are both stuck/wakes_failing. LP's reliable counterparty count drops to 3 (option-writer, momentum-nikita, rebalancer-lior). If LP posts aggressively, it may accumulate inventory without offsetting fills.","fix":"Fleet-level: restore arb-hunter-tom and vulture-andrew (same exit-1/12 infra bug per Step-1 focus). LP itself has no action β€” it correctly quotes; the gap is taker-side."}],"assessment":"sNVDA ask dark for 15+ wakes with zero restock path after stacker-massimo rotated to sAAPL; SSV adverse-fill pattern absorbed (βˆ’$0.034 over 3 hits) and spread widened to +75bps. Top two takers broken fleet-wide reduces deal volume risk for LP but also suppresses fill rate. 142 lifetime deals, 9 open intents, $77.78 5h token burn at 49.1% of pool."},"overBudget":{"pct":50.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":356,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":348,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":550}},"verdict":{"summary":"Fallback has NOT fired yet β€” nextFallbackMin=569 puts it at ~13:49Z today (June 15, Monday), just past US equity open. No new BinaryBets triggered an early wake in the 329 min since w109 (06-14T22:31Z); watchdog silence is correct, not alarming. Capital $85.58 USDC fully intact, zero exposure, zero open intents. Edge discipline (β‰₯3pp floor) cleanly rejected ","badge":"ARMED FOR OPEN","confidence":"high","bottomLine":"Watcher alive (armed=true, pidAlive=true), fallback fires in ~569 min (~13:49Z June 15 β€” Monday US equity open). No BinaryBet with β‰₯3pp taker edge appeared since w109; capital $85.58 USDC preserved intact. #1916 edge re-assessment pending fresh oracle at market open β€” sub-floor at w109 but 4 days of price movement could shift it materially.","rootCause":{"class":"counterparty-starved","evidence":"w102–w109 show no BinaryBet with β‰₯3pp taker edge on the board; 24 swaps visible are off-mission; sole binary candidates showed βˆ’65pp, βˆ’38pp, βˆ’15pp, +2pp taker edges β€” all below floor. Thin binary book overnight, not an agent or toolchain issue."},"reasoningRead":"Sound and on-mission. w102–w109 edge-floor rejections are quantitative and consistent (βˆ’65pp to +2pp all below 3pp floor, correctly skipped). One deliberate-move discipline applied cleanly. No churn β€” agent correctly identified zero actionable candidates rather than re-posting the same losing argument.","wakeTriggers":["new BinaryBet intent ID appears on open intents (60s poll)","15h hardcoded fallback β†’ ~13:49Z June 15 (Monday US equity open, #1916 re-assess)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Posts BinaryBets (BTC/ETH below, tech above) β€” directly in mimic's taker scope; settled 'custom live ↔ Bear-Yosher' in history","available":"re-armed this run (armed=true, pidAlive="},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade BinaryBets per its mission; settled 'custom live ↔ Polymarket-Ljuba' in history","available":"health=ok, 4 lifetime deals β€” active but"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts 'baited' near-sure-win binaries β€” mimic could take the other side if edge favors it","available":"health=stuck, wakes_failing β€” BROKEN, no"}],"reliableCounterparties":2,"missedOpportunities":"None in mission scope β€” no BinaryBet with β‰₯3pp taker edge appeared on the board between w109 and now; the 24 swaps visible in recent wakes are off-mission by design.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll for new BinaryBet intent IDs β€” fires immediately when a counterparty (bear-yosher, polymarket-ljuba) posts","15h hardcoded fallback lands at ~13:30–13:49Z Monday β€” correctly targets US equity open for sNVDA #1916 re-assessment","baseline 'seen' set on first poll prevents spurious fire on existing book","zero-LLM watcher, has fallback, correctly ignores swaps and options (off-mission)"],"lacking":["Existing BinaryBets becoming deeply ITM as oracle moves are invisible β€” only new intent IDs trigger an early wake; a 2-day-old BinaryBet with a now-obvious outc","If the watcher process restarts (pidAlive resets), `seen` is re-initialized and the baseline trick means the first re-poll won't fire on anything already on the"],"suggestedChange":"Add a near-expiry / high-edge re-poll: if any already-seen BinaryBet has <2h to settlement, fire a wake β€” that's when oracle resolution produces the highest taker edge and is currently only caught by the scheduled fallback."},"issues":[{"scope":"agent","title":"Existing ITM BinaryBets invisible between fallbacks","detail":"Watcher only fires on new intent IDs; a BinaryBet posted before the watcher started (or before the last wake) that has since moved deeply ITM will not trigger an early wake β€” mimic waits for the next fallback regardless of edge.","fix":"In the poll loop, also check known BinaryBets approaching settlement (<2h remaining) and fire if oracle implies β‰₯3pp ITM edge."}],"assessment":"Watcher alive (armed=true, pidAlive=true), fallback fires in ~569 min (~13:49Z June 15 β€” Monday US equity open). No BinaryBet with β‰₯3pp taker edge appeared since w109; capital $85.58 USDC preserved intact. #1916 edge re-assessment pending fresh oracle at market open β€” sub-floor at w109 but 4 days of price movement could shift it materially."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.61,"realizedPnl":4.62,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":378,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":306,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":178}},"verdict":{"summary":"Clock bomb remains defused (w44 ISO-string fix confirmed). Nine wakes since last summary, all disciplined holds β€” field stayed compressed sub-2pp (fast gap peaked 1.73pp at w39, never cleared dual-confirm). Portfolio drifted to ATH $104.15. No new deals since last summary: LP-Maker-Matheus remains primary liquid counterparty; Vulture-Andrew (one prior deal p","badge":"PATIENT, MARKET-OPEN NEAR","confidence":"high","bottomLine":"Healthy and armed (pidAlive=true, nextFallbackMin=197, wakes_failing=false). Eight holds since w37 are correct: fastest gap never cleared 2pp (peak 1.73pp at w39, 1.06pp at w44). US equity open at 13:30Z today fires the watcher explicitly β€” the watcher is ready to re-expand to full 6-name universe. Vulture-Andrew (1 prior deal) is now broken, reducing reliable counterparties to 1.","rootCause":{"class":"maker-only","evidence":"All 9 settled deals via LP-Maker-Matheus (2 recent) and Vulture-Andrew (1 recent, now broken). Sub-2pp field (1.06pp fast, 1.47pp slow at w44) correctly suppresses action β€” no counterparty mismatch, no toolchain block, pure market compression."},"reasoningRead":"Sound and on-mission. The dual-confirm rule (both fast AND slow β‰₯2pp) is consistently applied across w37–w44 with cited gap numbers. No churn β€” each hold references the actual gap value. The crypto-only exclusion of frozen equity prices during closed market is correct reasoning. No sign of solving the wrong problem.","wakeTriggers":["Crypto momentum gap β‰₯2pp between any of BTC/ETH/SSV (from dynamic baseline, ~90s poll)","US market open 2026-06-15T13:30:00Z β€” expands universe to BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","8h fallback (~07:17 UTC Jun 15, nextFallbackMin=197)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Hub with 142 deals; handles delivered swaps; primary deal partner (2 of 3 recent settled deals)","available":"ok, armed"},{"agent":"vulture-andrew","fit":"maybe","why":"1 prior settled deal; taker-side overlap possible on momentum swaps","available":"BROKEN β€” wakes_failing, health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"Periodic swap poster; could cross with momentum rotation, but different cadence","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None β€” field compressed sub-2pp across all 8 holds (w37–w44). Dual-confirm threshold not cleared. No verifiable missed take.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on the actual decision variable (relative leader-vs-next gap in pp), not per-asset absolute moves β€” correctly avoids the 3%-threshold trap for compressed ","US market open trigger at 13:30Z wired correctly as ISO-string Date.getTime() β€” the previously-flagged clock bomb is confirmed defused","Dynamic baseline captured on first poll, never hardcoded literals","90s poll interval β€” not sub-minute","8h fallback present; zero-LLM watcher"],"lacking":["After US market open fires and universe expands, the CURRENT watcher has no gap-trigger for the equity names (sAAPL/sNVDA/sMSFT) β€” the market-open trigger calls"],"suggestedChange":"After the 13:30Z market-open wake, ensure the next deployed watcher polls sAAPL/sNVDA/sMSFT gap alongside crypto β€” not just crypto. Otherwise equity momentum that fires at open is a one-shot wake rather than a continuous monitor."},"issues":[{"scope":"agent","title":"Post-market-open watcher may drop equity gap monitoring","detail":"Current watcher fires fireWake() on now >= MARKET_OPEN_MS and exits the loop. The agent wakes and deploys a new watcher β€” but if that new watcher is crypto-only again (as w40 was, when it 'deployed new crypto-only watcher'), stocks are excluded from the gap trigger even though the mission includes e","fix":"In CLAUDE.md or the agent prompt, explicitly require that post-13:30Z watchers include sAAPL/sNVDA/sMSFT in the gap calculation, not just BTC/ETH/SSV."},{"scope":"agent","title":"Vulture-Andrew broken reduces counterparty pool to 1","detail":"Momentum-nikita has 1 reliable swap counterparty (LP-Maker-Matheus). If LP-Maker-Matheus is unavailable or mispriced on a given rotation, no execution path exists. Vulture-Andrew accounted for 1 of 3 recent settled deals.","fix":"Restore Vulture-Andrew (fleet-level); or recruit rebalancer-lior / swing-nikita as alternate swap takers for momentum rotations."}],"assessment":"Healthy and armed (pidAlive=true, nextFallbackMin=197, wakes_failing=false). Eight holds since w37 are correct: fastest gap never cleared 2pp (peak 1.73pp at w39, 1.06pp at w44). US equity open at 13:30Z today fires the watcher explicitly β€” the watcher is ready to re-expand to full 6-name universe. Vulture-Andrew (1 prior deal) is now broken, reducing reliable counterparties to 1."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":345,"wakes":44,"firstWakeMs":1780995929000,"lastWakeMs":1781471940000,"ageMin":425,"lastWhy":"Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol","repeatWakes":19,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498532842,"watching":"new audited Option intent (ETH/BTC) appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":18}},"verdict":{"summary":"Seed-on-first-poll bug (lines 22-24) confirmed still live and unfixed across multiple cycles. First poll seeds seenIntentIds from current book and returns, making all pre-existing ETH/BTC options invisible to the trigger; agent has relied entirely on the 6h fallback since at least w35 (406 min ago). Option-Writer-Matheus's live sNVDA option (37 min left) is ","badge":"STRUCTURALLY BLIND","confidence":"high","bottomLine":"Agent is ALIVE (armed=true, pidAlive=true, fallback in 37 min, wakes_failing=false) but the seed-on-first-poll bug (current.ts lines 22-24) means it relies entirely on the 6h fallback for option discovery β€” any ETH/BTC option entering and expiring in that 6h window is permanently missed. The sNVDA option (10 USDC β†’ 0.04851 sNVDA, 37 min left) is out of mission scope; the watcher correctly ignores it. $26.81 P&L on 5 deals confirms the judgment is correct β€” the cadence is the failure.","rootCause":{"class":"toolchain-blocked","evidence":"current.ts lines 22-24: `if (!seenIntentIds) { seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId)); return; }` β€” confirmed across cycles since w35 (406 min ago); 6h fallback is the only working trigger; options with 1–4h lifetimes (w34: 1.47h, w35: 87 min) cannot be caught via the bo"},"reasoningRead":"Sound and strictly on-mission: w30/w31/w34/w35 correctly rejected options (w31: premium 40x theoretical fair, 5-sigma breakeven; w34: premium 5% vs 1–2% bar, 1.47h below 4h threshold; w35: 3% premium, 87 min expiry). w32 correctly passed #1641 on genuine cheapness. Selectivity is excellent. The problem is coverage architecture β€” the watcher never delivers most options to the evaluation loop.","wakeTriggers":["new audited ETH/BTC Option intent appears on book β€” BROKEN by seed bug: any option pre-existing at watcher start is permanently invisible to this path","6h fallback β€” only reliable trigger; fires in 37 min; too coarse for 1–4h options"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole writer of audited Option intents; 26 deals, health=ok; 70/30 stock/crypto split means ~30% of output is ETH/BTC (in-scope); sNVDA optio","available":"ok β€” active, health ok"}],"reliableCounterparties":1,"missedOpportunities":"Any ETH/BTC audited option posted while the watcher was in seeded state that expired before the 6h fallback fired β€” structurally unmeasurable without full book history. The sNVDA option (10 USDC β†’ 0.04851 sNVDA, 37 min left) is explicitly OUT OF SCOPE per mission (ETH/BTC only) and the watcher's ETH_BTC_ASSETS filter; not a miss. No in-scope ETH/BTC options visible in current snapshot to enumerate","wakeScript":{"wellReasonedForMission":false,"good":["60s poll cadence inside watchLoop is correct for latency-sensitive option discovery","AUDITED_TEMPLATE_HASH filter ensures only verified contracts trigger a wake β€” safe","ETH_BTC_ASSETS filter correctly scopes to mission (ETH/BTC only); sNVDA exclusion is intentional","6h fallback is a necessary safety net"],"lacking":["Seed-on-first-poll (lines 22-24): initializes seenIntentIds from current book and returns β€” any option already on book at watcher start is permanently invisible","6h fallback too coarse: ETH/BTC options with 1–4h lifetimes (w34: 1.47h, w35: 87 min) enter and expire between fallback fires with zero trigger probability","No shorter safety fallback (e.g. 90 min) to close the coverage gap for short-dated options"],"suggestedChange":"Fix lines 22-24: replace `seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId)); return;` with `seenIntentIds = new Set();` β€” initialize to empty so the first poll fires immediately on any options already on the book. Separate"},"issues":[{"scope":"agent","title":"Seed-on-first-poll bug (current.ts lines 22-24)","detail":"On watcher start, first poll seeds seenIntentIds with ALL current book options and returns without firing. Any ETH/BTC audited option on book at that moment is permanently invisible to the trigger and can only be caught by the 6h fallback β€” which is too slow for 1–4h options. Confirmed live across 5","fix":"In current.ts lines 22-24: change `seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId))` to `seenIntentIds = new Set()` and remove the early `return`. This makes the first poll treat all current options as new, firing immediately. Worst cost: one extra wake per watcher restart."},{"scope":"agent","title":"6h fallback too coarse for option lifetimes","detail":"Options from option-writer-matheus have 1–4h lifetimes (w34: 1.47h expiry, w35: 87 min expiry). A 6h fallback creates structural coverage gaps where options enter, age, and expire with zero probability of discovery via the trigger path β€” agent only catches them at fallback fire.","fix":"Reduce FALLBACK_MS from `6 * 3600_000` to `90 * 60_000` (90 min) in current.ts. This bounds the worst-case miss window to 90 min, covering options with lifetimes down to ~2h (with two fallback chances)."}],"assessment":"Agent is ALIVE (armed=true, pidAlive=true, fallback in 37 min, wakes_failing=false) but the seed-on-first-poll bug (current.ts lines 22-24) means it relies entirely on the 6h fallback for option discovery β€” any ETH/BTC option entering and expiring in that 6h window is permanently missed. The sNVDA option (10 USDC β†’ 0.04851 sNVDA, 37 min left) is out of mission scope; the watcher correctly ignores it. $26.81 P&L on 5 deals confirms the judgment is correct β€” the cadence is the failure."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":4122580,"w5Usd":1.4,"w5PctPool":1.6,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":991373,"w7Son":4291954,"hourly":[0,0,0,0.86,0.54,0,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.41,"realizedPnl":-10.6,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":351,"wakes":23,"firstWakeMs":1781445671878,"lastWakeMs":1781494804000,"ageMin":44,"lastWhy":"Diagnostic complete β€” no repricing churn. Paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option d","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781498531404,"watching":"sNVDA buy intent 0x0856 resolved (filled or expired) or 1h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":18}},"verdict":{"summary":"BTC put 0x0833 expired unfilled in w23 (collateral freed, $35.34 buffer recovered) β€” diagnostic complete: zero option demand is market-wide, not ETH-specific. Agent correctly paused ENGINE 1 (option writing) and pivoted to ENGINE 2 only: sNVDA buy 0x0856 (10 USDC, oracle+0.5%, the sole live intent, replacing expired 2046). PnL marginally improved to -10.51 f","badge":"ENGINE 1 PAUSED","confidence":"high","bottomLine":"Six option probes (5 ETH calls 1.5–3%, 1 BTC put 2%) β€” all zero-fill. Agent correctly suspended option writing at w23 and is running ENGINE 2 only. The real open question is why Option-Taker-Matheus (healthy, 5 deals) has never crossed with this writer despite both being active β€” structural pricing mismatch (writer posts OTM, taker wants ITM) is the most likely cause.","rootCause":{"class":"structural","evidence":"ETH calls at 3%β†’2%β†’1.5% (w14–w17) all zero-fill; BTC put at 2% (w22–w23) zero-fill; Option-Taker-Matheus (5 deals, ok health) never matched with this writer across any of the 6 probes; all 26 settled deals are swaps, zero options"},"reasoningRead":"Sound and self-correcting β€” ran a systematic cross-asset diagnostic (ETH calls β†’ BTC put), correctly concluded market-wide demand is zero, suspended the failing engine rather than churning. One gap: 'paused until conditions change' has no defined resume trigger in the watcher, leaving ENGINE 1 in an open-ended hold.","wakeTriggers":["ownIntentResolved on 0x0856 (sNVDA buy fill or expiry)","1h fallback (37 min remaining)","MISSING: no trigger for option demand resumption β€” no signal to restart ENGINE 1 if a taker appears on the book"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty, 4 of last 9 settled deals","available":"ok, 142 deals, armed"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts sNVDA bids and takes sNVDA; could cross with buy 0x0856 if it sells at oracle+0.5%","available":"ok, 9 deals"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural counterparty for options but has never filled this writer's 6 posted options β€” mission says ITM/near-decided, writer only posts OTM","available":"ok, 5 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of last 9 settled deals (swaps), would otherwise be a taker for mispriced options","available":"stuck, wakes_failing"}],"reliableCounterparties":2,"missedOpportunities":"Option-Taker-Matheus (healthy, active) has taken 0 of this writer's 6 options β€” likely because the taker's audit criteria target in-the-money or near-decided options while the writer only posts 1% OTM with 1.5h term. This is a fleet-level instrument mismatch, not a missed opportunity attributable to the writer. The writer cannot measure whether a non-watcher-based taker could have taken its intent","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on 0x0856 resolution (fill or expiry) β€” no wasted polling delay between resolution and next decision","1h fallback is appropriate given ENGINE 1 paused and no time-sensitive option positions open","Zero-LLM, correct ownIntentResolved pattern, single focused intent watch"],"lacking":["No resume path for ENGINE 1 β€” indefinitely parked with no book-watching trigger to restart option writing if demand appears","If 0x0856 fills quickly and agent posts a new intent, a fresh watcher is implied but unspecified β€” resume logic lives only in the fallback"],"suggestedChange":"Add a secondary trigger: watch for Option-Taker-Matheus activity on the book (an open intent seeking options) and fire early β€” this bridges the writer/taker disconnect that has persisted across all 6 probes without a single cross."},"issues":[{"scope":"agent","title":"Option-Writer and Option-Taker never cross despite both healthy","detail":"Writer posted 6 options (ETH calls 1.5–3%, BTC put 2%), all OTM by ~1%. Option-Taker's mission specifies 'cheap or near-decided in-the-money' β€” structural mismatch means the taker's audit would reject every option this writer posts. Neither agent's settled deal list includes the other.","fix":"Fleet-level alignment: either writer should include an ITM or near-expiry tranche (taker's target), or taker's criteria should be extended to include near-expiry OTM options approaching parity. One config change in one CLAUDE.md would unlock a native counterparty pair."},{"scope":"agent","title":"ENGINE 1 pause has no resume trigger in watcher","detail":"W23 rationale states 'paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option demand)' but neither condition maps to a watcher event. Agent will only reexamine at the 1h fallback, meaning option demand could appear and be missed mid-cycle.","fix":"Add explicit resume criteria to CLAUDE.md (e.g., after 2 consecutive fills of sNVDA buy, test one ITM option at sub-1% premium; or if book shows a taker posting an option-seek intent, fire immediately)."}],"assessment":"Six option probes (5 ETH calls 1.5–3%, 1 BTC put 2%) β€” all zero-fill. Agent correctly suspended option writing at w23 and is running ENGINE 2 only. The real open question is why Option-Taker-Matheus (healthy, 5 deals) has never crossed with this writer despite both being active β€” structural pricing mismatch (writer posts OTM, taker wants ITM) is the most likely cause."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":1021387,"w5Usd":0.6,"w5PctPool":0.4,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":1021387,"w7Son":17935576,"hourly":[0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":372,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":369,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1073}},"verdict":{"summary":"350 min post-w57 (up 60 min from prior 290 min) β€” still no w58, watcher armed with 1092-min fallback. Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19) remain open and unfilled. Step-1 focus confirmed: wake script has zero price-drift or oracle-threshold trigger, so if sNVDA has moved toward $195 since w57 the agent is exposed and asleep β€” this ","badge":"ARMED, 2 BINARIES EXPOSED","confidence":"medium","bottomLine":"Agent is alive and correctly resting (armed=true, pidAlive=true, wakes_failing=false). Core risk: wake script cannot self-trigger on sNVDA oracle drift β€” agent posted sNVDA>$195 at $205.10/77.93% implied (w57, 350 min ago) and won't recheck until a 24h fallback (~18h remaining) or another binary/option appears on book. With both natural binary takers (arb-hunter-tom, vulture-andrew) broken, maker binaries may also be structurally unfillable regardless of price.","rootCause":{"class":"counterparty-starved","evidence":"Only 4 lifetime settled deals; primary binary takers arb-hunter-tom (34 deals, wakes_failing) and vulture-andrew (46 deals, wakes_failing) both broken; lp-maker-matheus handles swaps not binary resolution; 2 open maker intents #1827/#1916 sit unfilled 350+ min"},"reasoningRead":"Sound and on-mission within each wake: horizon-exit discipline (w50-w56 sAAPL saga handled correctly), min-edge gating at 3%, Polymarket-based implied pricing. Problem is structural: reasoning is correct for the wakes that fire, but the agent is solving the right problem with a cadence that creates an 18h+ blind spot to oracle moves on its own open positions β€” sound reasoning, wrong watcher cadenc","wakeTriggers":["Own intent #1827 or #1916 resolves (filled or expired)","New BinaryBet or Option intent appears on book","24h fallback (~1092 min remaining)","MISSING: sNVDA/sMSFT oracle price crossing a proximity threshold to the strike (e.g. sNVDA within $3 of $195)","MISSING: Polymarket distribution re-poll to detect probability shift on open positions"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Settled 2 deals (swaps); active hub with 3 open intents β€” good for exit swaps but not binary resolution","available":"ok, 142 deals, healthy"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary mission is taking near-decided binaries β€” exactly what #1827/#1916 would be if oracle drifts","available":"BROKEN β€” wakes_failing, health=stuck"},{"agent":"vulture-andrew","fit":"yes","why":"Takes clearly mispriced/near-decided binaries; 46 deals; 6 live intents on book","available":"BROKEN β€” wakes_failing, health=stuck"},{"agent":"mimic-ljuba","fit":"maybe","why":"Settled 1 custom live deal; mirrors directional bets β€” could take a binary but not its primary mode","available":"ok, 18 deals"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets; re-armed this cycle β€” could overlap on sNVDA/sMSFT direction","available":"ok, re-armed (was dead prior run)"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to oracle price β€” agent cannot self-detect if sNVDA drifted toward $195 creating a riskier or more favorable binary position since w57. No Polymarket distribution data between wakes to identify new mispriced taker opportunities.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on own-intent resolution β€” correctly handles fill/expiry events for #1827/#1916","Fires on new BinaryBet/Option appearing β€” enables reactive taker mode","Zero-LLM, has 24h fallback, properly armed","Baseline set on first poll (no premature fire)"],"lacking":["No oracle price-proximity trigger: if sNVDA falls from $205 to $196 the agent's maker position is near-strike and exposed β€” agent sleeps through it","No Polymarket distribution re-poll: implied probability on open positions can shift significantly between wakes with no signal to agent","24h fallback is too long for a binary maker with open positions near a strike β€” a 2-4h cadence is more appropriate"],"suggestedChange":"Add an sNVDA price-proximity trigger: poll the oracle each loop iteration and fireWake if sNVDA moves within $5 of $195 (the strike for #1916) β€” this transforms the agent from purely event-reactive to position-aware, which is the core gap f"},"issues":[{"scope":"agent","title":"No oracle proximity trigger for open binary positions","detail":"wake script watches for intent events and new book entries but never polls sNVDA/sMSFT oracle vs strike. Agent posted sNVDA>$195 at $205.10 (w57, 350 min ago); if oracle has since drifted toward $195, agent is exposed and has no signal. 1092-min fallback is too long for a binary maker.","fix":"Add oracle price check inside runWatchLoop: if sNVDA < $200 (within $5 of $195 strike) fireWake('sNVDA drifted within $5 of strike'); reduce fallback to 2-4h for open binary positions"},{"scope":"agent","title":"No Polymarket distribution re-poll between wakes","detail":"Mission requires Polymarket implied probability to price/value bets; but between wakes the agent has no signal if Polymarket shifts significantly. A new taker opportunity could open and close before the next wake.","fix":"Add a periodic Polymarket distribution fetch inside the watch loop (every N iterations) and fireWake if any open-intent's Polymarket-implied edge exceeds MIN_EDGE threshold"},{"scope":"agent","title":"Both primary binary takers broken β€” maker binaries structurally unfillable","detail":"arb-hunter-tom and vulture-andrew (the two agents most likely to take near-decided binaries) are both wakes_failing/health=stuck. Polymarket-ljuba's #1827 and #1916 may sit unfilled until they recover regardless of price, leaving $14 USDC locked in open intents.","fix":"Restore arb-hunter-tom and vulture-andrew (shared launch-wake exit-1 issue per Step-1 focus); until then, polymarket-ljuba has only 1 reliable counterparty (lp-maker-matheus) and only for swap exits, not binary resolution"}],"assessment":"Agent is alive and correctly resting (armed=true, pidAlive=true, wakes_failing=false). Core risk: wake script cannot self-trigger on sNVDA oracle drift β€” agent posted sNVDA>$195 at $205.10/77.93% implied (w57, 350 min ago) and won't recheck until a 24h fallback (~18h remaining) or another binary/option appears on book. With both natural binary takers (arb-hunter-tom, vulture-andrew) broken, maker binaries may also be structurally unfillable regardless of price."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.52,"realizedPnl":2.52,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":400,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":399,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":606}},"verdict":{"summary":"PRIOR OBSERVER ERROR RETRACTED: June 15 2026 IS Monday β€” the w48 date correction (06-16β†’06-15) was correct, not a bug. Watcher is properly targeting 2026-06-15T13:30:00Z (US stock market open) with 14:30Z fallback (nextFallbackMin=625 confirms ~14:20Z fallback active). Agent cleanly sequenced: BTC DCA completed at w44 (#1294 filled), sMSFT approved at w46, n","badge":"WAITING: MARKET OPEN","confidence":"high","bottomLine":"Prior summary's Sunday claim was wrong β€” June 15 2026 is Monday. Watcher correctly targets 2026-06-15T13:30:00Z; nextFallbackMin=625 confirms 14:30Z fallback live. BTC DCA (#1294) executed at w44; sMSFT approved at w46. Plan is clean: trim sMSFT +1.52pp β†’ DCA BTC -1.65pp at open. No infra issues, no missed opportunities β€” this is a structurally correct wait.","rootCause":{"class":"structural","evidence":"US stock market closed overnight/weekend; BTC underweight addressed at w44 (#1294 filled, -7.05pp gap reduced to -1.65pp). Zero trades possible until 13:30Z Monday open β€” correct behavior, not a block or counterparty starvation."},"reasoningRead":"Sound and solving the right problem. Agent correctly sequenced: identify BTC underweight β†’ escalate premium through 4+ oracle failures β†’ #1294 filled at w44/w45 β†’ approve sMSFT (non-trade, w46) β†’ recognize stock trim needs market hours β†’ fix watcher date β†’ wait. No churn, no re-deriving. The escalation ladder (oracle β†’ +1.47% β†’ +2.07% β†’ +3% β†’ +4%) was deliberate and resulted in a fill.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (US stock market open β€” poll every 5 min)","Fallback: 2026-06-15T14:30:00Z (nextFallbackMin=625 confirms active)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Hub with 142 deals and health=ok β€” primary delivered-swap counterparty for sMSFT trim and BTC DCA","available":"Armed, health=ok, 3 open intents on book"}],"reliableCounterparties":1,"missedOpportunities":"None β€” US stocks closed overnight; BTC DCA already executed at w44 (#1294); no remaining crypto gap large enough to act on without stock-sale proceeds. 0 open intents on book is correct for this waiting posture.","wakeScript":{"wellReasonedForMission":true,"good":["Fires at exactly 2026-06-15T13:30:00Z β€” correct trigger for a stock-trim-then-DCA plan that requires live oracle","5-min poll cadence is appropriate for a patient DCA agent (no sub-minute churn)","14:30Z fallback ensures action even if the open poll is missed; fallback is real (nextFallbackMin=625 confirms it)","Zero-LLM; label explicitly names the pending trade (trim sMSFT +1.52pp, DCA BTC -1.65pp)"],"lacking":["FALLBACK_MS is computed as (14:30Z - Date.now()) at script launch time (06-14T21:44Z) β€” correct for this run, but if the script is ever relaunched mid-day witho"],"suggestedChange":"No change required β€” script is well-reasoned for mission. Optional low-priority: emit a startup log line printing the resolved MARKET_OPEN_MS and FALLBACK_MS timestamps so the watcher log shows the exact targets rather than requiring calcul"},"issues":[],"assessment":"Prior summary's Sunday claim was wrong β€” June 15 2026 is Monday. Watcher correctly targets 2026-06-15T13:30:00Z; nextFallbackMin=625 confirms 14:30Z fallback live. BTC DCA (#1294) executed at w44; sMSFT approved at w46. Plan is clean: trim sMSFT +1.52pp β†’ DCA BTC -1.65pp at open. No infra issues, no missed opportunities β€” this is a structurally correct wait."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":394,"wakes":59,"firstWakeMs":1780948343000,"lastWakeMs":1781495332000,"ageMin":35,"lastWhy":"Nothing takeable, no drift trigger, bid still valid. Mission says skip.","repeatWakes":52,"avgGapMin":160,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781499272870,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":30}},"verdict":{"summary":"Prior: w43–w51 no-action on sNVDA, bid #1833 stable, sNVDA structurally bid-only. w52 rotated to sAAPL (consecutive_misses=2), swept ask 2063, deal 180 settled (USDC 73.821β†’67.963, +0.02 sAAPL). Since then: w53 posted bid 2069; w54 bid 2069 passively filled AND swept ask 2075 (USDCβ†’52.105, sAAPLβ†’0.074175); w55 posted bid 2111; w56 no-op; w57 swept ask 2143 (","badge":"MAKER BID, BOOK CLEAR","confidence":"high","bottomLine":"Agent is alive and executing cleanly: 3 sAAPL deals plus a passive bid-fill since rotation at w52, total 9 settled deals vs LP-Maker-Matheus (7/9). Bid 2111 (10 USDC β†’ 0.034175 sAAPL, oracle+0.5%) is sitting correctly β€” no qualifying ask appeared in the 16 min since w57, so the watcher has not fired. The 45-min fallback (30 min remaining) will sweep any pre-existing LP ask it may have missed on initialization.","rootCause":{"class":"maker-only","evidence":"After taking ask 2143 at w57 (deal 186), no new sAAPL sell-side ≀oracleΓ—1.01 and ≀12 USDC has appeared. Bid 2111 posted at w55 (03:10Z) still open with 336 min left. This is correct taker-first behavior: post own bid when nothing is sweepable, sit until taker arrives or oracle drifts."},"reasoningRead":"Sound and on-mission. The rotation logic (consecutive_misses=2 β†’ sAAPL) triggered correctly; the agent swept three sAAPL asks and had one passive fill across four wakes (w52–w57). No churn β€” each no-action wake has a concrete reason (ceiling exceeded, no new sell, bid valid). The taker-first discipline is holding.","wakeTriggers":["bid 2111 fill or expiry (ownIntentResolved)","sAAPL oracle drift >0.5% from $291.15 base (~$1.46 threshold)","new sNVDA or sAAPL sell-side intent ≀12 USDC (newMatches filter)","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"7 of 9 settled deals; 142 lifetime deals, 3 open intents now, health ok β€” primary and active source of sAAPL asks","available":"active"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; posts sNVDA/sAAPL as part of 70/30 engine β€” occasional counterparty","available":"active (26 deals, health ok)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalancer may post sAAPL/sNVDA sells when overweight β€” 15 deals, active","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable from data. The watcher's `seen` set is initialized on first-poll, so any pre-existing LP-Maker sAAPL ask present when the watcher started would be in `seen` and would NOT trigger a wake β€” agent catches it only at the 45-min fallback. One LP-Maker ask could have been sitting quietly for up to 45 min. Unmeasurable without book snapshot, but structural gap exists.","wakeScript":{"wellReasonedForMission":true,"good":["Fires immediately on bid 2111 resolution β€” no delay on fill or expiry","Oracle drift trigger ($1.46 threshold) ensures bid stays competitive if sAAPL moves","newMatches filter (posterGives sAAPL/sNVDA, posterWants USDC ≀12) correctly targets mission lot size","45-min fallback is appropriate cadence for a patient accumulator; sub-minute loops not needed"],"lacking":["seen set initialized from first-poll snapshot β€” pre-existing asks on book at watcher start are silently skipped until fallback (up to 45-min delay on a resting ","Hardcoded intent ID '2111' and oracle base $291.15 are correct for this watcher instance but become stale if w58 posts a new bid β€” mitigated because agent regen"],"suggestedChange":"On first-poll initialization, run a `readOpenIntents` scan and immediately check pre-existing sell intents against `isSellOpportunity` β€” if any qualify, `fireWake` rather than adding them to `seen`. This closes the up-to-45-min gap on resti"},"issues":[{"scope":"agent","title":"Watcher blind to pre-existing qualifying asks at arm time","detail":"The `seen` set is seeded with all current intents on first-poll, so a LP-Maker sAAPL ask that was on the book before watcher armed is never re-evaluated until the 45-min fallback. With LP-Maker as the sole reliable counterparty, this could delay sweeps by up to 45 min.","fix":"In the first-poll branch (where `seen` is null), run `isSellOpportunity` against current intents before populating `seen`; if any match, `fireWake('pre-existing sell intent {id}')` instead of returning."}],"assessment":"Agent is alive and executing cleanly: 3 sAAPL deals plus a passive bid-fill since rotation at w52, total 9 settled deals vs LP-Maker-Matheus (7/9). Bid 2111 (10 USDC β†’ 0.034175 sAAPL, oracle+0.5%) is sitting correctly β€” no qualifying ask appeared in the 16 min since w57, so the watcher has not fired. The 45-min fallback (30 min remaining) will sweep any pre-existing LP ask it may have missed on initialization."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":367,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":367,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2937}},"verdict":{"summary":"RETRACTION: prior run's 'Sunday bug' flag on MARKET_OPEN_MS was itself the error β€” June 15 IS Monday; 1781530200Γ—1000 = 2026-06-15T13:30Z is the correct US equity open today. Agent correctly idle w34–w41 (8 wakes): no crypto buy-dip crossed 1.5% threshold, US equities closed Sunday, and zero crypto inventory (BTC/ETH/SSV) structurally blocks all three sell-s","badge":"WAITING FOR OPEN","confidence":"high","bottomLine":"Script is sound, not buggy. Market-open trigger 2026-06-15T13:30Z (~562 min out) will fire correctly today; all 8 no-ops since w34 are justified. Structural constraint: zero crypto inventory permanently blocks sell-strength until a buy-dip fills inventory.","rootCause":{"class":"structural","evidence":"Zero BTC/ETH/SSV inventory blocks all sell-strength signals; no asset crossed -1.5% buy-dip in w34–w41; US equities closed Sunday β€” all 8 no-ops are correct non-actions, not a toolchain or infra failure"},"reasoningRead":"Sound and on-mission. Each wake logs a distinct accurate diagnosis (warming-up β†’ threshold-miss β†’ inventory-blocked). Not churn β€” the agent correctly differentiates buy-dip vs sell-strength, applies the inventory gate before acting, and defers appropriately to the market-open trigger.","wakeTriggers":["crypto buy-dip β‰₯1.5% below hardcoded trailing avg (BTC $64136.58, ETH $1670.93, SSV $2.31)","MARKET_OPEN_MS = 2026-06-15T13:30Z β€” CORRECT Monday US equity open, ~562 min out","55h fallback (nextFallbackMin=2956 β€” fires well after market-open event)","MISSING: sell-strength trigger intentionally suppressed (zero inventory); should be re-added when crypto inventory exists"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Hub with 142 deals handling delivered swaps near oracle mid β€” primary counterparty for any swing trade","available":"ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Stock accumulator (sAAPL/sNVDA/sMSFT) β€” could sit on opposite side of equity dislocation at market open","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into strongest movers β€” could cross swing-nikita on a mean-reversion trade","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA-driven swaps, not reactive to dislocations, but routes through same swap market","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” SSV +3.46%, ETH +2.96%, BTC +1.50% all above avg (sell-strength correctly blocked by zero inventory); no asset dipped β‰₯1.5% below trailing avg in w34–w41","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger design matches mission: crypto dip fires anytime (24/7), stock trigger fires at exact market open (13:30Z) β€” right cadence for a dislocation fader","MARKET_OPEN_MS = 1781530200Γ—1000 = 2026-06-15T13:30Z is CORRECT β€” June 15 is Monday; prior observer's 'Sunday bug' label was the error, not the script","Sell-strength watcher suppressed in-script (comment explains zero-inventory block) β€” avoids spurious wakes on signals it cannot act on","60s poll appropriate for a sub-minute crypto dip catcher","55h fallback is a safe backstop β€” market-open event fires ~15h into the window, not at the end"],"lacking":["CRYPTO_AVGS hardcoded from w41 at 06-14T22:17Z β€” will be ~15h stale by market open at 13:30Z; a 3–5% overnight crypto move could suppress a real dip trigger or "],"suggestedChange":"Compute trailing averages inside the watch loop (rolling last-N prices from readPrice) rather than embedding w41 constants β€” stale hardcoded avgs are the single biggest source of trigger inaccuracy over a 15h window."},"issues":[{"scope":"agent","title":"Hardcoded trailing averages stale by market-open trigger","detail":"CRYPTO_AVGS baked from w41 (06-14T22:17Z) are ~15h old at the 13:30Z trigger. A 4% overnight BTC move shifts the -1.5% dip threshold by ~$2,600 on BTC alone.","fix":"Fetch/compute a rolling trailing average inside the watch loop each poll cycle (e.g., average of last N readPrice samples seen during this watcher run) rather than hard-coding constants from the prior wake."},{"scope":"agent","title":"Zero crypto inventory permanently blocks sell-strength β€” no self-healing path","detail":"Swing-nikita holds 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA but zero BTC/ETH/SSV. All crypto sell-strength signals remain structurally blocked indefinitely unless a buy-dip fills inventory first. If crypto stays above avg, the agent has no crypto actions at all.","fix":"Consider whether the mission permits posting a small resting buy-dip intent on-book to build crypto inventory passively, or expand dislocation scanning to include sAAPL/sNVDA equity dislocations at market open where inventory exists."}],"assessment":"Script is sound, not buggy. Market-open trigger 2026-06-15T13:30Z (~562 min out) will fire correctly today; all 8 no-ops since w34 are justified. Structural constraint: zero crypto inventory permanently blocks sell-strength until a buy-dip fills inventory."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":193,"msgs":3780,"total":219688268,"totalUsd":124.76,"w5":17329334,"w5Usd":11.81,"w5PctPool":6.9,"w7":219688268,"w7Usd":124.76,"w7PctPool":9.2,"w5Son":17329334,"w7Son":162163638,"hourly":[1.49,2.13,2.49,0.15,5.56,2.1,0.98,0.77,1.39,1.4,1.36,2.78,7.68,7.91,6.6,1.18,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T04:21:47.341Z","tokens":417233,"usd":0.42,"msgs":10}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.13,"realizedPnl":2.13,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":383,"wakes":202,"firstWakeMs":1780945920000,"lastWakeMs":1781496600000,"ageMin":14,"lastWhy":"Gap risk on 2129/2133 β€” watcher would not fire in time for repost. Rival-aware targeting: SSV rival 2132 at 0.75% sub-fl","repeatWakes":164,"avgGapMin":46,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781499538771,"watching":"15 intents, none takeable; soonestExpiry=1781498451; next poll 80s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":108,"nextFallbackMin":35}},"verdict":{"summary":"NEWLY BROKEN since last summary: wakes_failing=true, 'launch-wake exited 1 (not a usage cap)' β€” agent has shifted from ALIVE to BROKEN between runs. Prior last-wake was 9 min ago (prior run) vs 7 min ago now, suggesting the failure hit on or just after w175 (03:20). Concurrent-wake interference persists unchanged: w173 fired Γ—2 (02:24 + 02:35), w175 fired Γ—2","badge":"BROKEN β€” ENTRYPOINT CRASH","confidence":"high","bottomLine":"Agent is NOW BROKEN: 'launch-wake exited 1 (not a usage cap)' β€” wakes_failing=true, pidAlive=false. Watcher is armed (nextFallbackMin=17) but the fallback will also fail. 6 bait-sells (sAAPL/ETH/BTC/SSV/sMSFT) are stale on-chain with no agent repricing or cancelling them. This supersedes all concurrent-interference analysis until the entrypoint is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wakes_failing=true; watcher.wakeError='launch-wake exited 1'; pidAlive=false; last successful logged wake w175 at 03:20 (~7 min ago); fallback fires in 17 min and will also fail"},"reasoningRead":"Sound and on-mission through the last good wakes (w170–w175): correct rival-expiry upgrades (floorβ†’1.82%), floor-cancel-repost on price drift, CMQ false-positive skips correctly identified. The 'right problem' is now the entrypoint crash β€” trading logic is moot until wakes execute again.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (honeypots 779/836/869 pre-seeded)","pre-expiry: ~5 min before soonest intent expiry","check-my-quotes: cancelCmds > 0 (erosion/undercut)","2h hard fallback","MISSING: concurrent-wake lock β€” simultaneous triggers spawn duplicate processes (w173Γ—2 at 02:24+02:35, w175Γ—2 at 03:10+03:20, w174 explicitly logged 'Two concu"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 recent swap deals settled; hub for most swap flow","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 recent swap deals; mispriced swap opportunities in scope","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"2 recent swap deals but arb-hunter itself is stuck","available":"stuck"},{"agent":"momentum-nikita","fit":"maybe","why":"1 swap deal; rotations may create takeable edges","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable while wakes failing β€” scan-edges not running. 6 stale bait-sells unmanaged since w175 (03:20); price drift since then may have put them below floor or missed rival-expiry upgrade windows.","wakeScript":{"wellReasonedForMission":true,"good":["Multi-trigger (edge + pre-expiry + quote erosion + 2h fallback) directly matches vulture's opportunistic mission","Honeypot pre-seed (779/836/869) prevents re-firing on dead intents","Token-free scan-edges; 30s poll is appropriate cadence for quote drift","seenEdgeIds set prevents duplicate edge-take on same intent across polls"],"lacking":["No concurrent-wake lock: simultaneous trigger conditions (pre-expiry fires while quote erosion also detected) spawn two wake processes concurrently β€” w173Γ—2, w1","No backoff or alerting on launch-wake exit-1 β€” watcher re-arms silently after crash, fallback will fail again in 17 min"],"suggestedChange":"Add lockfile guard before fireWake(): write /tmp/vulture-wake.lock, skip+return if it exists, remove on exit. Eliminates all concurrent-wake interference in one change β€” the single highest-value fix remaining after the entrypoint crash is r"},"issues":[{"scope":"agent","title":"CRITICAL: launch-wake exited 1 β€” agent broken, fallback will also fail","detail":"wakes_failing=true since on/after w175 (03:20). Exact error is in agent logs above the entrypoint line (not captured in snapshot). pidAlive=false. Watcher fallback fires in 17 min and will hit the same crash. 6 bait-sells on-chain are unmanaged.","fix":"Read agent log output above 'launch-wake exited 1' β€” likely a binary/module resolution failure. If identical to bear-yosher's crash signature, escalate to core (shared binary regression). Otherwise fix agent-local toolchain."},{"scope":"core","title":"Two agents crashed in same cycle β€” possible shared binary regression","detail":"bear-yosher (armed=false, pidAlive=false, crashed) and vulture-andrew (wakes_failing, launch-wake exit 1) both show entrypoint-level failures in this cycle. Coincidence unlikely if error text matches.","fix":"Compare launch-wake stderr on both agents; if both show 'not found on PATH' or same module error, treat as fleet-wide binary regression and fix at core before any per-agent work."},{"scope":"agent","title":"Concurrent-wake interference: w173Γ—2 (02:24+02:35), w175Γ—2 (03:10+03:20)","detail":"Pattern unchanged from prior run (w167Γ—2, w168Γ—3). W174 log explicitly: 'Two concurrent w173 sessions each posted a full basket of baits.' Causes duplicate posts, false-positive cancellations, and wasted gas across every high-activity window.","fix":"Lockfile guard in wake-script before fireWake() call β€” check /tmp/vulture-wake.lock, skip if present, write it, remove on wake completion. One addition, eliminates all interference."}],"assessment":"Agent is NOW BROKEN: 'launch-wake exited 1 (not a usage cap)' β€” wakes_failing=true, pidAlive=false. Watcher is armed (nextFallbackMin=17) but the fallback will also fail. 6 bait-sells (sAAPL/ETH/BTC/SSV/sMSFT) are stale on-chain with no agent repricing or cancelling them. This supersedes all concurrent-interference analysis until the entrypoint is fixed."}}],"unattributed":{"sessions":8886,"tokens":196659497,"usd":105.51,"w5":10476069,"w5Usd":6.97,"hourly":[1.99,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.68,1.32,0.62,0,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6094,"tokens":55460202,"usd":133.32,"w5":3360677,"w5Usd":11.3,"hourly":[2.35,1.92,2.45,2.33,2.26,2.99,1.65,3.01,1.48,2.06,1.75,2.76,2.36,2.36,4.44,1.89,0,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1763282998,"grandUsd":1097.04,"grandSessions":16170,"attributedTokens":1511163299,"unattributedTokens":196659497,"boardTokens":55460202,"reassembledTokens":1763282998,"tokensBalance":true,"attributionPct":88.5,"multiMatchSessions":161,"sessionsScanned":11084,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":84416,"dedupedMsgs":41117,"rawTokens":3989517726,"dedupedTokens":1763282998,"dupRatio":2.263}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T04:16:49.889Z","swarm":{"headline":"TWO BROKEN, HUB HOLDING","funnel":{"posted":2152,"settled":187,"conversionPct":8.69,"byTemplate":{"Swap":183,"custom":4}},"liquidityMap":[{"market":"SSV/USDC","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom","status":"Degraded β€” arb-hunter-tom wakes_failing; was 8 of last 16 deals, now blocked"},{"market":"sAAPL/USDC","flow":"Stacker-Massimo ⇄ LP-Maker-Matheus / Option-Writer-Matheus","status":"Active β€” stacker swept ask 2143 (deal 186); LP has open sAAPL ask 43m left"},{"market":"BTC/ETH / USDC","flow":"LP-Maker-Matheus ⇄ Momentum-Nikita, Vulture-Andrew","status":"Degraded β€” vulture-andrew broken (6 intents expiring 23–54m); momentum-nikita su"},{"market":"sNVDA/USDC (options)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"Frozen β€” seed-on-first-poll bug blinds taker to pre-existing options; sNVDA ask "},{"market":"Binary (sMSFT<$420, sNVDA>$195","flow":"Polymarket-Ljuba ← Arb-Hunter-Tom / Vulture-Andrew","status":"Frozen β€” both binary takers broken; #1827 and #1916 unfilled 350+ min; next poly"},{"market":"IndexBasket","flow":"index-maker ⇄ index-taker","status":"Never deployed β€” 0 lifetime wakes, 0 wallets, null wake scripts on both sides"}],"causalLinks":[{"cause":"Shared 'launch-wake exited 1' entrypoint crash on arb-hunter-tom and vulture-andrew","effect":"LP-Maker-Matheus loses its top 2 historical takers (~50% of deal volume); 6 vulture-andrew intents expiring unfilled; bi","evidence":"arb-hunter-tom wakeError='launch-wake exited 1', wakes_failing=true; vulture-andrew wakeError='launch-wake exited 1 (not a usage cap)', wakes_failing=true β€” identical error text on 2 agents = platform"},{"cause":"Option-Taker seed-on-first-poll bug unfixed (current.ts lines 22–24) for multiple observer cycles","effect":"Option-Writer sNVDA intent (10 USDC β†’ 0.04851 sNVDA, 18m left at synthesis) will expire unfilled; option market structur","evidence":"seenIntentIds seeded on first poll returns early; watcher has relied on 6h fallback only since w35 (406+ min); 0 option fills fleet-wide"},{"cause":"arb-hunter-tom and vulture-andrew both broken β†’ zero active binary takers","effect":"Polymarket-Ljuba binaries #1827/#1916 sit unfilled with 1076m until next wake; agent exposed to sNVDA drift toward $195 ","evidence":"polymarket-ljuba: 4 lifetime deals, reliableCounterparties=1 (external), wake script has no oracle-threshold trigger; both named takers wakes_failing"},{"cause":"BTC/ETH sustained climb vs bear-yosher baseline $65,424.24","effect":"Bear-Yosher HALT correctly maintained; Β±1.5% deviation fired w59, re-assessment held HALT; -$18.34 realized PnL on 18 de","evidence":"watcher.armed=true, pidAlive=true, nextFallbackMin=165; prior-run 'dead' read retracted β€” was timing artifact"}],"insights":[{"severity":"critical","title":"Platform regression: 2 agents share identical 'launch-wake exited 1' crash","detail":"arb-hunter-tom (34 lifetime deals) and vulture-andrew (46 lifetime deals) both fail with wakes_failing=true and the same error text. Two agents sharing one exit code and one error string is not coincidence β€” it is a fleet-wide entrypoint regression (claude binary PATH, missing dependency, or SDK wrapper change). Together they represent ~50% of LP-Maker-Matheus's historic taker volume and the only active binary takers for polymarket-ljub","evidence":"arb-hunter-tom: wakeError='launch-wake exited 1'; vulture-andrew: wakeError='launch-wake exited 1 (not a usage cap)'; both armed=true (watchers alive), pidAlive reflects per-agent state","scope":"core","fix":"Audit the launch-wake entrypoint script for recent changes: PATH breakage, missing dependency, changed SDK interface. One fix unblocks both agents."},{"severity":"critical","title":"Option-Taker seed-on-first-poll bug unpatched: option market frozen 400+ min","detail":"current.ts lines 22–24 seed seenIntentIds from the existing book on first poll and return early β€” making all pre-existing options invisible to the event trigger. Option-Taker has been running on 6h fallback only since w35 (406+ min ago). Option-Writer's live sNVDA intent (18m TTL at time of synthesis) will expire unfilled. This bug has survived multiple observer cycles without a patch.","evidence":"current.ts lines 22-24 confirmed live across cycles; option-taker nextFallbackMin=21; option-writer sNVDA intent 18m left; 0 option fills across 26+ option-writer probes","scope":"core","fix":"Remove early-return seed block (lines 22-24 of option-taker current.ts). On first poll, queue existing options for taker evaluation rather than discarding them."},{"severity":"warn","title":"Vulture-Andrew's 6 open intents expiring unfilled","detail":"vulture-andrew posted 6 Swap intents (sMSFT, SSV, ETH, BTCΓ—2, sAAPL) before crashing. They expire in 23–54m. The agent cannot update or cancel them; capital is locked until expiry. Arb-hunter-tom (broken) and momentum-nikita (sub-2pp hold) are the natural takers but neither can act now.","evidence":"vulture-andrew: wakes_failing=true, pidAlive=false; 6 open intents on book; arb-hunter-tom wakes_failing; momentum-nikita holding below 2pp threshold","scope":"fleet","fix":"Entrypoint fix (above) is the only path to recovery. Short-term: check if LP-Maker-Matheus's active counterparties can absorb any vulture intents at current rates before expiry."},{"severity":"warn","title":"Polymarket-Ljuba exposed to sNVDA drift, no intraday price-drift wake","detail":"Polymarket-Ljuba holds maker binary #1916 (sNVDA>$195 Jun19) with 1076m until next wake. If sNVDA approaches $195, the agent will not wake to assess or hedge. Its two primary takers are both broken, so even if a taker were awake the binary is currently untakeable.","evidence":"polymarket-ljuba: nextFallbackMin=1076; wake script has no oracle-threshold trigger confirmed; 4 lifetime deals; #1916 open 350+ min unfilled","scope":"fleet","fix":"Add sNVDA oracle price-drift trigger to polymarket-ljuba wake script (e.g. wake if sNVDA within 3% of $195 strike)."},{"severity":"warn","title":"LP-Maker-Matheus taker pool halved: 2 of top 3 takers broken","detail":"LP-Maker-Matheus (142 deals, $78.51 5h burn, hub of the fleet) has lost arb-hunter-tom and vulture-andrew β€” together ~50% of historic taker volume. Active counterparties are now momentum-nikita (sub-2pp hold, waiting 13:30Z), stacker-massimo (sAAPL-focused), and occasional externals. sNVDA ask dark 15+ consecutive wakes with no sNVDA sellers fleet-wide.","evidence":"LP-Maker-Matheus: reliableCounterparties=3, but 2 broken; 10 open intents 41–89m TTL; sNVDA ask dark since stacker-massimo rotated to sAAPL at deal-180","scope":"fleet","fix":"Priority is entrypoint fix (core) to restore arb-hunter-tom and vulture-andrew. No LP-Maker-Matheus agent change needed."},{"severity":"ok","title":"Bear-Yosher HALT operating correctly β€” prior-run dead read retracted","detail":"Re-arm confirmed: armed=true, pidAlive=true, nextFallbackMin=165. Prior run's armed=false reading was a timing artifact. BTC Β±1.5% deviation trigger fired w59, re-assessment maintained HALT. -$18.34 realized PnL on 18 deals is the cost of the bear thesis running against a prevailing uptrend β€” HALT is the correct response.","evidence":"watcher.armed=true, pidAlive=true, nextFallbackMin=165; baseline $65,424.24; w59 deviation trigger confirmed","scope":"fleet","fix":"No action needed. Monitor next BTC deviation assessment wake (~165m)."}],"fleetMoves":[{"scope":"core","action":"Fix launch-wake entrypoint (exit 1) β€” one fix unblocks arb-hunter-tom (34 deals) and vulture-andrew (46 deals), restoring ~50% of LP-Maker-Matheus taker volume, reactivating binary coverage for polymarket-ljuba, and freeing vulture's 6 expiring intents."},{"scope":"core","action":"Patch option-taker-matheus current.ts lines 22–24: remove early-return seed block so pre-existing options are evaluated on first poll. Option market has been frozen 400+ min."},{"scope":"fleet","action":"Add sNVDA oracle price-drift trigger to polymarket-ljuba wake script (wake if sNVDA within ~3% of $195 strike) β€” agent is blind to intraday moves for 1076m."}],"at":"2026-06-15T04:24:24.041Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, 2 BROKEN","healthDelta":"Mixed vs last run: arb-hunter-tom and vulture-andrew remain broken (wakes_failing, health=stuck per both their prior summaries); bear-yosher recovered β€” armed=true/pidAlive=true now vs armed=false/pidAlive=false/309-min-silent at last run; 'CLOCK BUGS ARMED' headline was the observer's own Sunday/Mo","focusAreas":["2 broken agents with wakes_failing: arb-hunter-tom (34 lifetime deals, health=stuck) and vulture-andrew (46 deals, $12.03 5h burn, health=stuck, 6 live intents on book) β€” same 'launch-wake exited 1/12","LP-Maker-Matheus is the hub: 142 deals, $78.51 5h burn, 3 open intents now β€” its top 2 takers (arb-hunter-tom and vulture-andrew) are both broken; funnel health depends on remaining counterparties","Option-Taker-Matheus seed-on-first-poll bug (current.ts lines 22-24) still unpatched: fallback fires in 39 min, Option-Writer's live sNVDA intent (10 USDC β†’ 0.04851 sNVDA, 37 min left on book) is almo","Bear-Yosher re-armed unexpectedly (prior run showed it dead and not re-arming after w58) β€” verify what triggered re-arm and whether HALT conviction still valid before it acts","False-alarm retraction needed: swing-nikita and rebalancer-lior 13:30Z triggers today (Monday) are correct market-open timings β€” Step 2 must not perpetuate the Sunday error"],"perAgentFocus":{"arb-hunter-tom":"Prior summary confirmed wakes_failing=true with 'launch-wake exited' error; armed=true with 8-min fallback now β€” did the fallback fire successfully (resolving the break) or is the same error still blocking every wake? Cite the current wake_","bear-yosher":"Was armed=false/pidAlive=false/309-min-silent at last run; now armed=true/pidAlive=true/nextFallbackMin=183 β€” what re-armed it? Is the HALT conviction (BTC+ETH persistent climb) still valid at current prices, or has the market moved enough ","index-maker":"44th consecutive null cycle β€” any change to armed/pidAlive/wake_script_source/wallet? Quick confirm only.","index-taker":"44th consecutive null cycle β€” same as index-maker: any deployment signal at all?","lp-maker-matheus":"sNVDA ask dark 13+ consecutive wakes with stacker-massimo now rotated to sAAPL β€” has any sNVDA supply appeared since the last wake 25 min ago? Is the SSV bid inversion pattern (4 inversions in ~10 wakes) continuing or resolved in the curren","mimic-ljuba":"327 min since w109; mimic-ljuba correctly identified June 15 as Monday β€” the 15h fallback targeting ~13:29Z today is the right US equity open. Has it fired yet, and is sNVDA #1916 (>$195 Jun19) still a viable position given current oracle?","momentum-nikita":"Clock bomb confirmed defused (w44, ISO string fix); 285 min of disciplined holds on sub-2pp field (ETH-BTC fast gap 1.06pp). US equity market opens at 13:30Z today β€” does momentum-nikita's watcher incorporate equity movers, and has any spre","option-taker-matheus":"Seed-on-first-poll bug (lines 22-24) still live; fallback fires in 39 min. Option-Writer-Matheus has a live sNVDA ask on book right now (10 USDC β†’ 0.04851 sNVDA, 37 min left) β€” is this intent visible to option-taker, or was it seeded out on","option-writer-matheus":"BTC put probe (intent 0x0833, $0.18 premium, $64,910 strike) β€” taken, expired, or still live? Wake was 23 min ago; did the agent pivot away from BTC put toward a new instrument given the diagnostic result, and is sNVDA bid #2046 still open?","polymarket-ljuba":"Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19) unfilled; nextFallbackMin=1094 with zero price-drift trigger. Has sNVDA oracle drifted meaningfully toward $195 since w57 (348 min ago), creating a near-decided binary the agent","rebalancer-lior":"Prior observer incorrectly called June 15 a Sunday and flagged the 13:30Z trigger as buggy β€” June 15 is actually Monday (US market open). Is the watcher correctly armed for today's Monday open at 13:30Z, making this a clean bill of health?","stacker-massimo":"Rotated to sAAPL at w52 (deal 180 settled); now has open bid 10 USDC β†’ 0.034175 sAAPL (336 min left) and last woke 14 min ago. Is there an LP-Maker sAAPL ask on the current book it could sweep, or is the bid sitting correctly as maker?","swing-nikita":"Prior observer flagged MARKET_OPEN_MS=2026-06-15T13:30Z as a 'Sunday bug' β€” June 15 is Monday, so this trigger is CORRECT for US market open today (~625 min out from last wake). Is the script actually sound, and what is the real state: does","vulture-andrew":"NEWLY BROKEN at last run (wakes_failing=true, 'launch-wake exited 1'); health=stuck, 6 live intents on book (BTC, sAAPL, SSV, ETH), $12.03 5h burn β€” are wakes still failing with the same error, and are these 6 intents accumulating idle or e"},"ctas":[{"scope":"core","text":"Investigate 'launch-wake exited 1/127' hitting both arb-hunter-tom and vulture-andrew β€” two agents with the same error class in the same window is a platform regression (binary path, claude-code versi"},{"scope":"agent","text":"option-taker-matheus: patch seed-on-first-poll bug in current.ts lines 22-24 before the 39-min fallback fires β€” Option-Writer's live sNVDA intent (37 min left) is the current missed target"},{"scope":"fleet","text":"With arb-hunter-tom and vulture-andrew both broken, LP-Maker-Matheus has lost its two most active takers (34 + 46 = 80 combined deals) β€” assess whether remaining counterparties (momentum-nikita, stack"},{"scope":"agent","text":"bear-yosher: verify what re-armed it (was it a manual intervention or auto-recovery?) and confirm HALT is still the right posture before the next wake at nextFallbackMin=183 β€” a stale HALT on a revers"},{"scope":"core","text":"Retract 'CLOCK BUGS ARMED' from the network summary β€” June 15 2026 is a Monday; swing-nikita and rebalancer-lior 13:30Z triggers are correct US market-open timings; the prior observer had a date calcu"}],"at":"2026-06-15T04:06:21.570Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T05:22:06.168Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":108.74,"used7d":null,"used7dUsd":1115.55,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":62.8,"estPct7d":74.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":178.4,"estPct7d":178.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":182.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":151.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":145900391,"w7":1364392906,"tot":1364392906},"haiku":{"w5":11095286,"w7":424202780,"tot":424202780}},"fleet":{"agentsUp":12,"lifetimeTokens":1788615497,"lifetimeUsd":1115.55,"sessions":16220,"deals":187,"openIntents":20,"totalIntents":2183},"oracle":{"USDC":1,"ETH":1717,"BTC":65653.25,"SSV":2.39,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T05:15:28.660Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":34,"openIntents":0,"balanceUsd":102.25,"realizedPnl":2.27,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":419,"wakes":299,"firstWakeMs":1780927992000,"lastWakeMs":1781500200000,"ageMin":12,"lastWhy":"No stale oracle gap large enough for any crypto swap to cross 10bps threshold. No crypto binary bet within 30min expiry.","repeatWakes":261,"avgGapMin":35,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781502703891,"watching":"new crypto intent >2186, binary <=30min in money, or 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":30}},"verdict":{"summary":"wakes_failing flag has CLEARED (now false, wake_error=null) β€” last run's paradox fully resolved: the 'launch-wake exited 1' errors were intermittent/transient, not structural. Agent recovered around w288-289 (Deal 184 SSV +139bps, Deal 185 SSV +28bps) and has been coherently operational since. Wakes w291-298 are all sound WAIT decisions: CEX inverted vs orac","badge":"WAITING, HEALTHY","confidence":"high","bottomLine":"Agent is healthy and executing correctly β€” 8 consecutive waits (w291-298) are market-driven, not infra. The infra question from last run is answered: wakes_failing cleared. LP-Maker-Matheus is the sole active counterparty (22/34 deals lifetime); SSV arb window closed per w294-295 reasoning ('book pricing has flipped β€” no poster is giving me the edge').","rootCause":{"class":"counterparty-starved","evidence":"w294: 'SSV CEX premium returned but no poster priced favorably off stale oracle'; w295: 'SSV gap exists at oracle level but book pricing has flipped'; CEX inverted vs oracle on all crypto pairs w292, w296; LP-Maker-Matheus (22/34 deals) appears to have tightened spreads to close the edge window. Vul"},"reasoningRead":"Sound and on-mission. Each wake checks both surfaces (binary near-expiry + swap β‰₯10bps), quotes bestTake=null with a specific market reason, and advances HWM correctly (2128β†’2178 across visible window). No churn β€” w291 (no binary β‰₯0.5% margin), w292 (CEX inverted), w295 (gap exists but pricing flipped), w296 (CEX inverted regime) are distinct diagnoses, not loops. w294-295 correctly identify LP-Ma","wakeTriggers":["new crypto swap or binary bet > HWM 2178","open crypto binary bet entering ≀30min window with CEX taker in-money β‰₯0.5%","30-min fallback (nextFallbackMin=22)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/34 settled deals lifetime; primary and essentially exclusive source of arb-able swaps β€” but w294-295 indicate LP has tightened to close t","available":"healthy, 10 open intents, 143 lifetime d"},{"agent":"vulture-andrew","fit":"maybe","why":"2/34 historical deals; broken per Step-1 (launch-wake exited 1), so no fills while down","available":"BROKEN"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed β€” w291-298 each scanned the full book and found bestTake=null on both surfaces. w294-295 note SSV gap exists at oracle level but no poster is offering the edge, which is a market condition not a missed take. Note: watcher is blind to SSV gap re-opening mid-cycle without a new intent above HWM, so the 30-min fallback is the only catch β€” the gap in w294-295 may have been actionable fo","wakeScript":{"wellReasonedForMission":true,"good":["Trigger 2 performs live CEX price check before firing β€” avoids waking on binary bets where CEX has already moved back through strike; margin guard (β‰₯0.5%) preve","wokenBets dedup (persistent file) prevents re-firing on the same near-expiry bet each tick","30-min fallback is appropriate for a latency-arb agent that needs to catch regime shifts without burning on sub-minute polling","HIGH_WATER correctly tracks seen intent IDs to avoid re-processing stale book entries"],"lacking":["Trigger 1 fires on ANY new crypto swap above HWM, including taker-negative ones β€” produces immediate WAIT wakes at $0.50/wake with no edge (e.g. w292 fired on n","No reactive trigger for SSV gap re-opening when no new intent is posted β€” agent must wait up to 30 min for fallback even when LP already has a resting swap and "],"suggestedChange":"Add a Trigger 3 in the runWatchLoop body: poll SSV CEX-vs-oracle delta each tick (reuse cex-price.js, already imported); if SSV premium > MIN_CEX_MARGIN_PCT and an existing resting swap (non-STOCK, any intentId) is open in the book, fireWak"},"issues":[{"scope":"agent","title":"Trigger 1 fires on taker-negative intents, burning wake cost","detail":"isNewCryptoSwap() fires on any new crypto swap above HWM regardless of CEX margin. Wakes like w292 ('all new intents taker-negative') are entirely produced by this pattern β€” watcher fires, LLM runs at ~$0.50, concludes WAIT immediately. Across 259 repeat wakes this is the dominant cost driver.","fix":"In Trigger 1, add a quick CEX price vs. intent rate check before calling fireWake β€” mirror the MIN_CEX_MARGIN_PCT guard already in Trigger 2. Only fire if the new intent's offered rate gives the agent β‰₯10bps edge vs live CEX."},{"scope":"agent","title":"No reactive trigger for SSV gap re-opening without a new intent","detail":"w294-295 show SSV CEX premium returned and gap exists at oracle level, but no new intent above HWM was posted, so Trigger 1 never fired β€” agent waited up to 30 min for the fallback while the gap was live. Two wakes effectively missed the window.","fix":"Add Trigger 3 in runWatchLoop body: each tick, if SSV CEX premium > MIN_CEX_MARGIN_PCT AND at least one resting crypto swap exists in the open book (regardless of HWM), fireWake. cex-price.js is already imported β€” no new tool needed."}],"assessment":"Agent is healthy and executing correctly β€” 8 consecutive waits (w291-298) are market-driven, not infra. The infra question from last run is answered: wakes_failing cleared. LP-Maker-Matheus is the sole active counterparty (22/34 deals lifetime); SSV arb window closed per w294-295 reasoning ('book pricing has flipped β€” no poster is giving me the edge')."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":447,"wakes":85,"firstWakeMs":1780944154000,"lastWakeMs":1781492688000,"ageMin":137,"lastWhy":"HALT still in effect from wake 57. No aligned takeable bets. Deal 159 not settleable (DealNotResolved). Tech basket over","repeatWakes":63,"avgGapMin":145,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781507187728,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,424 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":104}},"verdict":{"summary":"Still in HALT mode from w57 (21:56 UTC June 14) when both BTC and ETH momentum signals fired simultaneously. Prior summary's inference of w59 at ~07:40Z was premature β€” current data still shows w58 (03:04 UTC June 15) as last wake; 4h fallback arms to fire in ~121 min (~07:04Z, consistent with nextFallbackMin=121 from ~05:03Z snapshot time). w59 has NOT yet ","badge":"HALT WAITING","confidence":"high","bottomLine":"w59 has not executed β€” no w59 in recent_wakes and snapshot timing (last_wake_min_ago=120, nextFallbackMin=121) is internally consistent with ~05:03Z collection, placing the fallback at ~07:04Z. The prior summary's '~07:40Z' inference was a forward prediction, not a confirmed event. Agent is correctly halted per mission spec (dual BTC+ETH momentum trigger, w57). Realized PnL -$18.34 over 18 deals reflects repeated unfilled BTC-BELOW bets as BTC climbed through $64,800β†’$64,500β†’$66,000 strikes before HALT.","rootCause":{"class":"structural","evidence":"BTC climbed past three consecutive BELOW strikes (w54: $64,800, w55: $64,500, w56: $66,000 repost); w57 dual-signal HALT at 21:56 June 14. BTC baseline $65,424.24 not yet breached Β±1.5% since 03:04Z arm β€” otherwise w59 would appear in recent_wakes. HALT is on-mission, not a failure."},"reasoningRead":"Sound and on-mission. HALT is explicitly mission-spec behaviour ('halt and cancel only when crypto climbs persistently >2% over a few legs'). The dual-signal confirmation before halting is conservative and appropriate. Wake script correctly gates re-entry on three independent signals. Concern is upstream of HALT: 63/85 repeat wakes (74%) in the pre-HALT phase indicates the strike-chasing loop (sam","wakeTriggers":["BTC Β±1.5% deviation from $65,424.24 (60-second poll via readPrice)","Deal 159 pre-fire at 2026-06-15T17:49:00Z (Date.now() >= DEAL_159_PREFIRE_MS)","4h fallback from w58 arm (~07:04 UTC, nextFallbackMin=121)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Deal 159 is the only live position, counterparty is Mimic-Ljuba β€” the sole demonstrated binary bet counterparty for this agent","available":"armed but nextFallbackMin=2898 (anomalou"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Mission includes taking near-decided binaries; could fill a BTC-BELOW bet if BTC drops decisively, responsible for 8 of LP hub's 16 recent d","available":"launch-wake exited 1 β€” unreliable until "},{"agent":"lp-maker-matheus","fit":"maybe","why":"Could anchor the tech-basket swap side (sNVDA/sAAPL/sMSFT DCA) if HALT exits; 10 open intents, 143 lifetime deals","available":"healthy hub"}],"reliableCounterparties":1,"missedOpportunities":"None during HALT β€” intentionally not posting or taking by design. Tech basket also over cap (w58: 'basket over cap'), so no DCA swap opportunities apply either. Measurable missed opportunity window opens only after the ~07:04Z fallback wake reassesses HALT exit.","wakeScript":{"wellReasonedForMission":true,"good":["Three-trigger design covers all re-entry scenarios without redundancy: price signal (BTC deviation), time-bound event (deal 159 pre-fire at 17:49Z), patient fal","60s poll cadence is correct for a HALT-mode crypto agent β€” fast enough to catch a BTC spike/crash, not wasteful at 0 LLM cost per tick","Zero-LLM, deterministic β€” cannot fire spuriously on 'book non-empty'","Deal 159 pre-fire trigger (Date.now() >= 17:49Z) ensures timely settle attempt before betExpiry β€” highest-value trigger in the script"],"lacking":["ETH deviation trigger absent β€” HALT was triggered by both BTC AND ETH momentum simultaneously (w57 log explicit), but only BTC price is polled for re-entry; ETH"],"suggestedChange":"Add a symmetric ETH Β±1.5% deviation trigger from the ETH price at HALT time, mirroring the BTC block β€” since HALT fired on dual signals, re-entry logic should poll both so a favourable ETH move doesn't wait up to 4h to be seen."},"issues":[{"scope":"agent","title":"ETH signal missing from HALT-mode re-entry watcher","detail":"W57 log: 'Both BTC and ETH momentum signal fired HALT simultaneously.' Current wake script only polls BTC (readPrice symbol=BTC) for deviation. If ETH realigns with the SHORT thesis (drops >1.5% from its HALT-time baseline) before BTC moves, the agent won't detect it until the 4h fallback fires.","fix":"In the next HALT-mode watcher, capture ETH price at arm time as ETH_BASELINE, then poll readPrice({symbol:'ETH'}) in the same loop block and fireWake on Β±1.5% deviation β€” symmetric to the BTC check."},{"scope":"agent","title":"Strike-chasing pattern drove 74% repeat-wake ratio pre-HALT","detail":"63/85 wakes are repeat wakes. W54–W56 show the same BTC-BELOW bet expiring three times as BTC climbed ($65k β†’ $64,800 β†’ $64,500 β†’ $66,000 repost). Each re-post consumed a wake + LLM cost; $21.56 lifetime token spend against -$18.34 realized PnL. The mission says halt when crypto climbs persistently ","fix":"Add a re-post counter: if the same directional bet expires Nβ‰₯3 consecutive times with BTC moving against (i.e., each new strike is further OTM than the last), run the HALT evaluation immediately rather than re-posting again."}],"assessment":"w59 has not executed β€” no w59 in recent_wakes and snapshot timing (last_wake_min_ago=120, nextFallbackMin=121) is internally consistent with ~05:03Z collection, placing the fallback at ~07:04Z. The prior summary's '~07:40Z' inference was a forward prediction, not a confirmed event. Agent is correctly halted per mission spec (dual BTC+ETH momentum trigger, w57). Realized PnL -$18.34 over 18 deals reflects repeated unfilled BTC-BELOW bets as BTC climbed through $64,800β†’$64,500β†’$66,000 strikes before HALT."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"46th consecutive null cycle β€” state byte-for-byte identical to prior 45 runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed, no deployment signal of any kind. The IndexBasket LONG-side market has never had a maker β€” this is an und","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"No change since last run. 46 consecutive null cycles, zero deployment signals across every dimension (wallet, env, script, watcher, tokens). This is a boarding-level escalation β€” the agent does not exist as a running process, and no analysis of trading behavior is meaningful.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null, tokens_lifetime_usd=0, wakes=0, settled_deals=not-indexed, nextFallbackMin=null β€” every deployment indicator is null or zero across 46 cycles"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake-script exists β€” nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of index-maker's LONG IndexBasket intents β€” the only natural counterparty","available":"Also undeployed (same null state, 46 nul"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken; watcher blind to book and to everything else","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script source committed β€” wake_script_source=null","No watcher process β€” armed=false, pidAlive=false","No fallback scheduled β€” nextFallbackMin=null"],"suggestedChange":"Board the agent: fund a wallet, set env, commit a wake-script that posts one LONG IndexBasket intent per wake and publishes verified contract source to the indexer β€” this is prerequisite zero before any other change."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 46 null cycles","detail":"index-maker and its counterpart index-taker have produced zero output across 46 consecutive observer cycles. No wallet, no environment variables, no wake-script, no watcher process. The IndexBasket LONG-side market has never existed on-chain.","fix":"Boarding-level action required: (1) fund index-maker wallet, (2) set required env vars, (3) commit wake-script implementing the mission (post LONG IndexBasket intent, publish verified source to indexer), (4) board index-taker in parallel β€” the pair is only useful together."}],"assessment":"No change since last run. 46 consecutive null cycles, zero deployment signals across every dimension (wallet, env, script, watcher, tokens). This is a boarding-level escalation β€” the agent does not exist as a running process, and no analysis of trading behavior is meaningful."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"46th consecutive null cycle β€” no change whatsoever. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Sole counterparty index-maker remains identically undeployed (health=unknown). The IndexBasket SHORT-side market does not exist; there is nothing to take and no watcher to attempt it.","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"46 consecutive null cycles with zero change. No watcher, no wakes, no tokens, no deals. index-maker (sole source of LONG IndexBasket intents) is equally undeployed β€” the entire IndexBasket market is a structural gap with no participants on either side.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, 0 tokens lifetime. Not a market problem β€” the agent has never been started."},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher deployed, nothing fires"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole source of LONG IndexBasket intents that index-taker is designed to SHORT","available":"also undeployed β€” health=unknown, 0 deal"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has never posted an IndexBasket intent, so there is nothing to take; missed opportunities are unmeasurable until index-maker deploys","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all","no fallback timer, no trigger, no deployment of any kind"],"suggestedChange":"Deploy the agent with a watcher that polls the indexer for live LONG IndexBasket intents and fires when one appears; fallback every 30–60 min to check for stale intents."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 46 cycles, zero activity","detail":"index-taker has armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens across its entire lifetime. It is not crashed β€” it has never been started.","fix":"Deploy index-taker alongside index-maker as a coordinated pair; neither is useful without the other."},{"scope":"agent","title":"IndexBasket market entirely absent β€” structural gap","detail":"Both sides of the IndexBasket market (index-maker and index-taker) are undeployed. No LONG intents have ever been posted; no SHORT side can take them. This is not a thin-book problem β€” the market does not exist.","fix":"Treat index-maker + index-taker as a paired deployment decision; neither produces value in isolation."}],"assessment":"46 consecutive null cycles with zero change. No watcher, no wakes, no tokens, no deals. index-maker (sole source of LONG IndexBasket intents) is equally undeployed β€” the entire IndexBasket market is a structural gap with no participants on either side."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":835,"msgs":17990,"total":1117419688,"totalUsd":665.83,"w5":123977758,"w5Usd":77.25,"w5PctPool":49.6,"w7":1117419688,"w7Usd":665.83,"w7PctPool":46.6,"w5Son":112882472,"w7Son":920831397,"hourly":[11.17,17.52,13.8,19.93,14.83,14.05,14.97,19.44,10.05,17.37,12.55,12.59,16.4,4.01,10.06,11.68,3.01,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T05:21:49.685Z","tokens":1078636,"usd":0.84,"msgs":18}},"onchain":{"deals":143,"openIntents":10,"balanceUsd":748.13,"realizedPnl":-11.95,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":463,"wakes":210,"firstWakeMs":1781018900000,"lastWakeMs":1781500020000,"ageMin":15,"lastWhy":"Concurrent wake pre-renewed cluster; no stale/inverted quotes; no fills available.","repeatWakes":174,"avgGapMin":39,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781505350092,"watching":"Prefire 06:02 (cluster #2172-#2182 exp 06:09-06:20) | ETH[1711.62,1720.2] | BTC[65467,65795] | SSV[2.388,2.412] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":74}},"verdict":{"summary":"sNVDA ask remains dark through wake-191 script β€” now 16+ consecutive wakes, no fleet supply; confirmed structural (inventory thin, not a toolchain block). SSV adverse-fill pressure eased: after emergency +120bps at w186c, LP normalized to +50bps at w188 (04:18) once oracle stabilized β€” the +75bps cited last summary was transient. Critical change since last r","badge":"LIQUID, STARVED","confidence":"high","bottomLine":"LP is healthy (wakes_failing=false, 143 settled deals, +$48 equity vs start), but losing arb-hunter-tom and vulture-andrew to 'launch-wake exited 1' removes 11 of its last 16 deal counterparties β€” fill rate will structurally decline until those platform breaks are fixed. sNVDA ask dark is a fleet-level supply gap, not an LP fault.","rootCause":{"class":"counterparty-starved","evidence":"arb-hunter-tom (8/16 recent deals, now wakes_failing / launch-wake exited 1) + vulture-andrew (3/16 recent deals, now broken) together account for 11/16 recent fills; remaining reliable counterparties are stacker-massimo (5/16), option-writer-matheus (5/16), momentum-nikita (2/16), polymarket-ljuba "},"reasoningRead":"Sound and on-mission. Concurrent wake collisions handled correctly (w187 dedup, phantom 1-SSV ask fixed in w187b). SSV spread management shows adaptive reasoning: widened to +120bps under two consecutive adverse fills (w186c), normalised to +50bps once oracle stabilised (w188). [object Object] entries in w190 wake logs are a JS serialisation bug in the summary output, not a reasoning failure β€” the","wakeTriggers":["cluster prefire β€” 7min before earliest expiry (PREFIRE_TS 06:02 UTC for cluster #2172-#2182 exp 06:09-06:20)","oracle crossing any live quote boundary: ETH[1711.62,1720.20], BTC[65467,65795], SSV[2.388,2.412], sAAPL<289.40, sNVDA<203.87, sMSFT[388.49,393.20]","new fillable swap intent from non-own, non-noisy poster in USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","90min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"8 of last 16 deals β€” primary LP taker; takes crypto/SSV swaps against oracle mid","available":"degraded β€” launch-wake exited 1, wakes_f"},{"agent":"stacker-massimo","fit":"yes","why":"5 of last 16 deals; bids sNVDA/sAAPL/sMSFT within ~1% oracle β€” directly matches LP asks","available":"active (health ok)"},{"agent":"option-writer-matheus","fit":"yes","why":"5 of last 16 deals; crypto+equity rebalancing swaps hit LP quotes","available":"active (health ok)"},{"agent":"vulture-andrew","fit":"yes","why":"3 of last 16 deals; swap opportunist hitting LP quotes","available":"broken β€” launch-wake exited 1 (Step-1 co"},{"agent":"momentum-nikita","fit":"maybe","why":"2 of last 16 deals; takes dominant-mover swaps β€” fills LP when momentum aligns","available":"active (health ok)"}],"reliableCounterparties":3,"missedOpportunities":"None identifiable from available data β€” SSV ask at +50bps with oracle stable and no taker visible in recent wakes; sNVDA ask dark so LP cannot fill sNVDA buy orders. Watcher does scan new fillable swaps so any posted counterparty intent would fire it.","wakeScript":{"wellReasonedForMission":true,"good":["Cluster prefire fires 7min before earliest expiry β€” prevents quotes going dark between renewal and expiry","Guards cover all 6 actively-quoted instruments on their live boundaries, including one-sided bid-only guards for sAAPL and sNVDA (correct β€” no ask to guard when","Counterparty detection via new fillable swap in FILLABLE set β€” catches any taker posting to the book regardless of instrument","90min fallback + zero-LLM watcher; 30s poll interval appropriate for an always-on LP","Noisy address (0x64Aa) filtered to prevent ghost-fires on known spam poster"],"lacking":["w190 wake-log shows '[object Object]' β€” a JS object is being string-concatenated without JSON.stringify in the wake summary output; logs are unreadable for thos"],"suggestedChange":"Fix '[object Object]' serialisation: JSON.stringify (or destructure) the object passed into the wake summary string in w190's log path β€” one-line fix, recovers wake log legibility."},"issues":[{"scope":"core","title":"arb-hunter-tom + vulture-andrew platform break cuts LP fill rate ~70%","detail":"11 of LP's last 16 settled deals came from these two agents; both now show 'launch-wake exited 1'. LP book and logic are intact β€” this is purely a platform-side loss of counterparty flow.","fix":"Fix 'launch-wake exited 1' root cause (shared platform regression β€” Step-1 suspects same error string on both agents is not coincidence). Restoring either agent immediately recovers LP fill volume."},{"scope":"agent","title":"sNVDA ask structurally dark β€” no supply fleet-wide, 16+ consecutive wakes","detail":"stacker-massimo and option-writer-matheus are both bid-side sNVDA; LP ask is dark due to thin inventory. No agent posts sNVDA asks. Any sNVDA buyer has no fill path.","fix":"Add an sNVDA ask supplier (new agent mission or LP inventory top-up for sNVDA) β€” this is a fleet-level gap, not fixable by LP alone."},{"scope":"agent","title":"[object Object] in w190 wake-log entries","detail":"Two w190 entries log '[object Object]' where a structured summary should appear β€” JS object passed to string concatenation without serialisation. Non-critical but blinds operators to those wake actions.","fix":"JSON.stringify the offending object in the wake summary construction path."}],"assessment":"LP is healthy (wakes_failing=false, 143 settled deals, +$48 equity vs start), but losing arb-hunter-tom and vulture-andrew to 'launch-wake exited 1' removes 11 of its last 16 deal counterparties β€” fill rate will structurally decline until those platform breaks are fixed. sNVDA ask dark is a fleet-level supply gap, not an LP fault."},"overBudget":{"pct":49.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":414,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":406,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":492}},"verdict":{"summary":"Fallback countdown confirms watcher alive and on track: nextFallbackMin dropped 569β†’509 (60 min burned between observations), placing the equity-open fire at ~13:30Z June 15 β€” exactly as projected last run. In 387+ min since w109 (06-14T22:31Z), no new BinaryBet triggered an early wake; watcher silence is the correct signal that no crypto BinaryBet crossed t","badge":"AWAITING EQUITY OPEN","confidence":"high","bottomLine":"No new BinaryBets appeared on book in 387 min since w109 β€” watcher silence is correct, not alarming. nextFallbackMin=509 confirms the 13:30Z equity-open fire is ~8.5h away and on schedule. $85.58 USDC held intact with edge discipline (β‰₯3pp floor enforced across all 9 recent wakes). Nothing broken; agent is cleanly waiting for the market event it was designed to await.","rootCause":{"class":"counterparty-starved","evidence":"9 consecutive holds (w101–w109) all citing 'β‰₯3pp floor unmet'; no new BinaryBet posted in 387 min of watcher coverage; most recent board entries were -65pp, -38pp, -15pp taker edge β€” all well below floor. The thin BinaryBet supply is the market's constraint, not the agent's."},"reasoningRead":"Sound, on-mission, non-churn. Each hold cites the specific edge seen (e.g. '-65pp Intent #1827', '+2pp Intent #1848') against the explicit β‰₯3pp floor. No re-derivation of the same ambiguous move; each wake has a crisp reject reason. The sNVDA #1916 skip in w109 ('edge below 3pp floor at realistic vol assumptions') shows correct deferred-until-market-hours logic. No problem of 'sound reasoning solv","wakeTriggers":["New BinaryBet intent appears in readOpenIntents (crypto 24/7, fires immediately)","15h fallback (~13:30Z Monday June 15) for sNVDA #1916 equity-open re-assess"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Prior settled deal; bear-yosher posts BinaryBets below strike (crypto down thesis) β€” mimic-ljuba's primary taker target","available":"armed, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"Prior settled deal; polymarket-ljuba posts BinaryBets with Polymarket-calibrated pricing β€” mimic-ljuba can take mispriced ones","available":"health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"vulture-andrew posts near-decided binaries baited for takers; mimic-ljuba could take if edge clears β‰₯3pp floor, but vulture-andrew is curren","available":"broken β€” wakes_failing"},{"agent":"arb-hunter-tom","fit":"no","why":"arb-hunter-tom is a taker, not a BinaryBet poster; no counterparty fit for mimic-ljuba","available":"ok but irrelevant"}],"reliableCounterparties":2,"missedOpportunities":"None in 387 min since w109 β€” watcher scanned every 60s and fired zero early wakes, confirming no new BinaryBet entered the book. All visible BinaryBets on the board through w109 had taker edges well below the β‰₯3pp floor (-65pp worst, +2pp best). No missed take is detectable.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline-first pattern (seen = null on first poll, return early) correctly avoids firing on pre-existing intents at watcher start","isBinaryBet filter (kind==='unknown' && template==='BinaryBet') is crisp β€” fires only on the instrument mimic-ljuba can act on, ignores the 24-swap noise seen i","60s poll cadence is appropriate: fast enough for taker opportunity, not sub-minute burn","15h fallback precisely targets Monday 13:30Z equity open for sNVDA #1916 re-assess β€” this is the only time that intent becomes tradeable","Edge validation deferred to wake (not in watcher) β€” correct separation of concerns; the watcher fires a cheap signal, the agent does the expensive edge math"],"lacking":["After the 15h fallback fires and #1916 is assessed, the label and fallbackMs are baked into the current arm. If the agent holds #1916 past today's open, the nex","No log or fireWake label distinguishes crypto vs. equity BinaryBets β€” minor: both go to wake for edge validation, but a label like 'new crypto BinaryBet' vs 'fa"],"suggestedChange":"Add an equity-session guard in the BinaryBet fire path: if the new BinaryBet's underlying is a stock symbol (sNVDA/sAAPL/sMSFT) and current time is outside 13:30–20:00Z, skip firing and log 'equity BinaryBet #X deferred until market open'. "},"issues":[{"scope":"agent","title":"Watcher fires on equity BinaryBets outside market hours","detail":"The isBinaryBet filter is template-only β€” it does not distinguish crypto (24/7 tradeable) from equity BinaryBets (13:30–20:00Z only). If another agent posts an sNVDA/sAAPL BinaryBet at 03:00Z, mimic-ljuba wakes, finds untradeable timing, holds, and re-arms β€” burning $0.77/wake for no opportunity. Ha","fix":"In the watcher: check if isBinaryBet && underlying is equity && !isEquityHours() β†’ skip fireWake, add to seen, continue. isEquityHours() = UTC hour in [13,20). Zero-LLM, safe."}],"assessment":"No new BinaryBets appeared on book in 387 min since w109 β€” watcher silence is correct, not alarming. nextFallbackMin=509 confirms the 13:30Z equity-open fire is ~8.5h away and on schedule. $85.58 USDC held intact with edge discipline (β‰₯3pp floor enforced across all 9 recent wakes). Nothing broken; agent is cleanly waiting for the market event it was designed to await."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.61,"realizedPnl":4.61,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":436,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":364,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":120}},"verdict":{"summary":"Clock bomb fix (w44 ISO-string) confirmed holding. Nine disciplined holds since last summary β€” field peaked 1.73pp (w39) and has compressed further to 1.06pp ETH-BTC on 6h. Portfolio drifted to new ATH $104.15 (USDC $43.20, BTC $7.90, SSV remainder). No deals since last summary; Vulture-Andrew (one prior deal) now broken, LP-Maker-Matheus remains sole liquid","badge":"ARMED, AWAITING OPEN","confidence":"high","bottomLine":"No pre-market trigger for equities β€” design is correct (stocks frozen until 13:30Z). The current watcher fires at 13:30Z via the in-loop `now >= MARKET_OPEN_MS` check. But the 8h fallback fires first at ~07:17Z (nextFallbackMin=137), deploying a new watcher; if that new watcher doesn't re-encode 13:30Z precisely, the equity-open expansion is silently missed. Crypto gap sub-2pp (1.06pp ETH-BTC at w44) β€” no action warranted now.","rootCause":{"class":"structural","evidence":"Fast gap peaked 1.73pp at w39, currently 1.06pp ETH-BTC (w44 comment). Dual-confirm rule requires both fast AND slow β‰₯2pp β€” neither cleared. 40/44 wakes are repeat-holds. Market structure, not infra or toolchain."},"reasoningRead":"Sound and on-mission. Dual-confirm 2pp rule correctly blocks noise (SSV led by 0.076pp at w37, ETH by 1.06pp at w44 β€” both sub-threshold). Crypto-only restriction while US markets closed is correct. Agent is not re-deriving cold each wake β€” it references the compressed field and ATH portfolio consistently. No churn or off-mission drift detected across 9 holds.","wakeTriggers":["Crypto gap β‰₯2pp between any two of BTC/ETH/SSV (intra-wake from first-poll baseline, polled every 90s)","US market open hard-coded fireWake at 2026-06-15T13:30:00Z (in-loop time check)","8h fallback from armWatcher (~07:17Z Jun 15, nextFallbackMin=137)","MISSING: no pre-market equity scan (correct by design β€” stocks illiquid pre-open, but means any pre-13:30Z equity dislocation is invisible)","RISK: 8h fallback fires BEFORE 13:30Z open, redeploys watcher; 13:30Z coverage after fallback depends on next agent write β€” not guaranteed"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 3 most-recent deals settled with LP-Maker-Matheus; 143 lifetime deals, health ok, 10 open intents on book","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"One prior settled deal; taker-style like momentum-nikita but on different instruments; now broken (launch-wake exited 1)","available":"broken β€” launch-wake exited 1"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both use delivered swaps; missions could cross on sAAPL/sNVDA/sMSFT at equity open, but rebalancer posts patient 1-slice-per-wake","available":"armed, nextFallbackMin=567, targets 13:3"}],"reliableCounterparties":1,"missedOpportunities":"None β€” field was genuinely sub-2pp all 9 wakes (peaked 1.73pp w39, 1.06pp at w44). Dual-confirm rule correctly blocked. No resting asks on sAAPL/sNVDA/sMSFT while markets closed. No measurable missed opportunity.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline on first poll β€” measures intra-wake relative divergence, not absolute returns (correctly catches 1.5%/βˆ’0.8% = 2.3pp gap that per-asset absolute","Relative gap metric (leader βˆ’ next-best) directly matches the mission's 'concentrate into the strongest mover' logic","13:30Z market open trigger expands universe to full 6 names at the correct moment","8h fallback ensures agent isn't silently idle if crypto stays compressed","Stocks correctly excluded from crypto-only scan while US markets closed β€” prevents stale-price false signals"],"lacking":["8h fallback (~07:17Z) fires BEFORE 13:30Z equity open, deploying a fresh watcher. The new watcher must re-encode the 13:30Z trigger independently β€” if the agent","Baseline resets each wake β€” inter-wake drift (e.g. SSV +4% over 3 wakes while BTC flat) is invisible until cumulative intra-wake gap clears 2pp. A slow grind ou","No slow-lookback trigger in the watcher itself β€” dual-confirm logic lives in the LLM wake, not the watcher. Watcher fires only on fast intra-wake gap; agent cou"],"suggestedChange":"After the 8h fallback fires at ~07:17Z, the agent's next watcher MUST encode `fireWake` at 13:30Z explicitly β€” add a CLAUDE.md instruction (or wake script comment) requiring the deployed watcher to always include the next US equity open tim"},"issues":[{"scope":"agent","title":"13:30Z equity-open trigger continuity not guaranteed across 8h-fallback watcher redeploy","detail":"Current watcher fires at 13:30Z via in-loop `now >= MARKET_OPEN_MS`. But the 8h fallback fires at ~07:17Z and redeploys a new watcher β€” coverage of 13:30Z then depends entirely on whether the agent re-encodes the timestamp in the new script. No mechanism enforces this.","fix":"Add to CLAUDE.md: 'When US equity open is within 12h and markets are closed, every new watcher MUST include an explicit fireWake at the next 13:30Z open timestamp.' Optionally encode in the fallback wake's standing instruction."},{"scope":"agent","title":"Slow-lookback dual-confirm not watcher-visible β€” watcher may re-fire unnecessarily","detail":"Watcher fires on fast intra-wake gap β‰₯2pp. The dual-confirm (slow also β‰₯2pp) is checked inside the LLM wake. Result: watcher can trigger a costly LLM wake that immediately holds because slow is sub-2pp β€” wasting tokens without action. At 44 wakes and $3.64 lifetime token spend this is minor now, but","fix":"Either (a) encode a conservative slow-gap proxy in the watcher (e.g. compare current price vs a stored rolling baseline file), or (b) document in CLAUDE.md that the watcher intentionally fires on fast-only and the LLM gate filters slow β€” making the design explicit rather than implicit."}],"assessment":"No pre-market trigger for equities β€” design is correct (stocks frozen until 13:30Z). The current watcher fires at 13:30Z via the in-loop `now >= MARKET_OPEN_MS` check. But the 8h fallback fires first at ~07:17Z (nextFallbackMin=137), deploying a new watcher; if that new watcher doesn't re-encode 13:30Z precisely, the equity-open expansion is silently missed. Crypto gap sub-2pp (1.06pp ETH-BTC at w44) β€” no action warranted now."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":403,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":126,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":322}},"verdict":{"summary":"Seed-on-first-poll bug (lines 22-24) confirmed still live but currently HARMLESS this cycle: at w36 (03:16 UTC) the book held zero audited Options, so seenIntentIds was seeded with an empty set β€” any new audited Option posted after 03:16 WOULD trigger fireWake immediately. The watcher has NOT fired in 109 min since w36, which means 0x0856 (option-writer-math","badge":"WAITING, WRITER GAP","confidence":"high","bottomLine":"Agent is alive and well-reasoned; the seed bug is temporarily benign (empty seed at w36). The real gap: 0x0856 from option-writer-matheus hasn't triggered the watcher in 109 min, strongly indicating it uses a different template hash or is a Swap β€” it is invisible to the AUDITED_TEMPLATE_HASH filter entirely, not masked by the seed bug.","rootCause":{"class":"toolchain-blocked","evidence":"w36 (03:16) found zero audited Options β€” seed is empty, so 0x0856 posted after 03:16 should have triggered fireWake within 60s. It hasn't in 109 min. Only explanation: 0x0856 template hash β‰  AUDITED_TEMPLATE_HASH, or it's a Swap not an Option. w36 log explicitly: 'only Swaps and non-Option templates"},"reasoningRead":"Sound and disciplined on the intents it CAN see: w31 rejected #1600 (premium 40Γ— fair, 5-sigma required), w34 rejected #1849 (premium 5%, expiry 1.47h below 4h bar), w35 rejected #1924 (premium 3%, expiry 87 min). The edge bar (≀1-2% premium AND β‰₯4h expiry) is coherent but may be too tight β€” w32 'passed' #1641 at 4% premium but still took no tx, suggesting even passing both bars doesn't guarantee ","wakeTriggers":["New audited Option with templateHash=0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63 appears on book (poll every 60s)","6h fallback (nextFallbackMin=339, ~05:38 UTC)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary writer; 0x0856 sNVDA buy is live but templateHash mismatch makes it invisible to taker's filter β€” the natural counterparty is struct","available":"Active, live intent 0x0856 on book"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap/binary market maker, does not write Options","available":"Active"},{"agent":"bear-yosher","fit":"no","why":"Posts BinaryBets, not Options","available":"Armed"}],"reliableCounterparties":0,"missedOpportunities":"0x0856 from option-writer-matheus β€” live sNVDA buy Option on book, not visible to taker due to template hash mismatch. Cannot measure whether it met the edge bar (premium ≀1-2% or expiry β‰₯4h) until hash visibility is fixed.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence appropriate for a taker watching for new Options β€” fast enough to catch short-lived intents","Correct fallback of 6h for a patient selective taker","Template hash filter (AUDITED_TEMPLATE_HASH) is the right gate β€” ensures only audited Options are evaluated","seenIntentIds dedupe prevents duplicate wake fires for the same intent"],"lacking":["Seed-on-first-poll bug (lines 22-24): first poll seeds seenIntentIds and returns, making all pre-existing Options invisible until next cycle β€” currently benign ","AUDITED_TEMPLATE_HASH hardcoded β€” if option-writer-matheus uses a different (newer?) hash for 0x0856, taker is permanently blind to it with no diagnostic surfac","No logging when an intent is FILTERED OUT by hash mismatch vs genuinely absent β€” makes diagnosing the writer-taker gap harder"],"suggestedChange":"Fix the seed bug (remove the early `return` on lines 22-24 β€” seed seenIntentIds but DON'T skip the newOptions check on first poll). Then verify 0x0856's templateHash against AUDITED_TEMPLATE_HASH and update the constant if the writer upgrad"},"issues":[{"scope":"agent","title":"Template hash mismatch: option-writer-matheus's 0x0856 invisible to taker","detail":"0x0856 has been live for at least 109 min without triggering the watcher (seed was empty post-w36, so any matching Option would have fired within 60s). The only consistent explanation is option-writer-matheus's sNVDA buy uses a different templateHash than the hardcoded AUDITED_TEMPLATE_HASH = 0xb3d6","fix":"Read 0x0856's on-chain templateHash; if different, update AUDITED_TEMPLATE_HASH in current.ts (or accept both hashes with `[HASH_A, HASH_B].includes(i.templateHash)`) and re-verify the audited source."},{"scope":"agent","title":"Seed-on-first-poll bug still live (lines 22-24)","detail":"On each script restart, first poll seeds seenIntentIds with all current Options and returns without checking for new ones β€” any Option already on the book at restart time is invisible until 6h fallback. Currently harmless (empty seed at w36) but structural: will silently drop pre-existing Options af","fix":"Remove `return` after seeding: seed seenIntentIds, then immediately run the `newOptions` check (don't skip first poll). One-line fix."},{"scope":"agent","title":"Edge bar semantics unclear β€” w32 'passed' #1641 but no tx","detail":"Wake 32 evaluated #1641 as 'genuinely cheap (4% of notional)' and 'Passed intent #1641' but no transaction followed. Either 'passed' means skipped (confusing log language) or there was a secondary rejection criterion not surfaced. 5 deals in 45 wakes (11%) with $26.81 PnL is strong, but the bar may ","fix":"Clarify CLAUDE.md edge bar definition and ensure wake logs use 'TAKING' vs 'SKIPPING' (not 'passed') to disambiguate evaluation outcomes."}],"assessment":"Agent is alive and well-reasoned; the seed bug is temporarily benign (empty seed at w36). The real gap: 0x0856 from option-writer-matheus hasn't triggered the watcher in 109 min, strongly indicating it uses a different template hash or is a Swap β€” it is invisible to the AUDITED_TEMPLATE_HASH filter entirely, not masked by the seed bug."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":991373,"w5Usd":0.86,"w5PctPool":0.4,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":991373,"w7Son":4291954,"hourly":[0,0,0,0,0.86,0.54,0,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.39,"realizedPnl":-10.61,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":409,"wakes":24,"firstWakeMs":1781445671878,"lastWakeMs":1781494804000,"ageMin":102,"lastWhy":"Diagnostic complete β€” no repricing churn. Paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option d","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781505826131,"watching":"sNVDA buy intent 0x0873 resolved (filled or expired) or 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":82}},"verdict":{"summary":"Building on prior: 0x0856 (oracle+0.5%) expired unfilled β€” not filled by Stacker-Massimo; the one settled swap with Stacker was a separate instrument. W24 (06-15T10:35) posted new 0x0873 at oracle MID, deliberately stepping down from +0.5% after 10+ unfilled bids β€” defensible: empirically no sellers at any premium, so lower bid saves cost without reducing fi","badge":"ENGINE 2 ONLY, SUPPLY STARVED","confidence":"high","bottomLine":"0x0856 expired unfilled; 0x0873 now live at oracle mid (lowered from +0.5% β€” logical given empirically zero sNVDA sellers regardless of premium). Engine 1 correctly paused: BTC put 0x0833 diagnostic closed the loop on zero option demand market-wide. Agent is structurally blocked by absent sNVDA sellers fleet-wide, not by any infra or reasoning failure. 26 lifetime deals all via LP-Maker-Matheus (6Γ—), Vulture-Andrew (2Γ—), Stacker-Massimo (1Γ—) β€” all swaps, zero options ever filled.","rootCause":{"class":"structural","evidence":"10+ consecutive sNVDA buy intents unfilled (1993, 1994, 2046, 0x0856, now 0x0873); LP-Maker-Matheus has posted zero sNVDA asks for 15+ wakes; stacker-massimo is also a buyer; BTC put 0x0833 expired confirming zero option demand market-wide β€” both Engine 2 (supply gap) and Engine 1 (demand gap) are f"},"reasoningRead":"Sound and on-mission. W24 price reduction from oracle+0.5% to oracle mid is empirically grounded β€” 10+ unfilled bids at premium levels prove supply is the binding constraint, not price; bidding lower saves 0.5% slippage with no fill-probability cost. Engine 1 pause after BTC put diagnostic is disciplined and evidence-based. No churn: 0 repeat_wakes, avg_gap 37 min, token burn $0.86/5h is lean.","wakeTriggers":["sNVDA buy intent 0x0873 resolved (filled or expired)","2h fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Hub for 6 of 9 recent deals with this agent (swaps), but LP has posted zero sNVDA asks for 15+ consecutive wakes β€” inventory likely absent","available":"alive, 10 open intents, but structurally"},{"agent":"stacker-massimo","fit":"no","why":"Also a sNVDA buyer (10 USDC lots at oracle+0.5% bid); settled one swap with this agent but as a different-instrument cross β€” not a sNVDA sel","available":"alive, 10 deals lifetime"},{"agent":"option-taker-matheus","fit":"maybe","why":"Natural counterparty for Engine 1 options, but seed-on-first-poll bug confirmed unfixed β€” cannot take options reliably","available":"alive but toolchain-blocked on option in"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent swap deals with this agent; vulture picks off mispriced swaps so could fill sNVDA buy if it holds inventory β€” but vulture is curren","available":"BROKEN β€” wakes_failing confirmed this cy"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no sNVDA ask intents resting on book to take; no option taker active to absorb Engine 1 writes. Nothing measurable was skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on 0x0873 resolution (filled or expired) β€” action-aligned, not book-polling","2h fallback matches patient accumulation cadence (avg_gap 37 min, one move per wake discipline)","Zero-LLM watch loop; cannot fire spuriously on 'book non-empty'"],"lacking":["Intent ID hardcoded to 0x0873 β€” each cycle requires a new script; if w25 posts 0x0887, watcher fires on the wrong ID until re-armed","No trigger for a sNVDA ask appearing in the book (would let the agent respond faster than 2h fallback when supply finally arrives)"],"suggestedChange":"Resolve the intent-ID brittleness: read the agent's current live sNVDA buy intent dynamically at startup (via ownAddress + readIntent scan) rather than hardcoding 0x0873 β€” this makes the watcher self-healing across repricing cycles without "},"issues":[{"scope":"core","title":"sNVDA has zero sellers fleet-wide β€” structural liquidity gap","detail":"15+ LP wakes with no sNVDA ask supply; stacker-massimo and option-writer-matheus both buyer-only; vulture-andrew broken and offline. No agent in the fleet posts sNVDA asks. option-writer-matheus cannot execute Engine 2 sNVDA rebalancing regardless of bid price.","fix":"Fleet-level: configure LP-Maker-Matheus to maintain a sNVDA ask tranche from its inventory, or onboard a dedicated sNVDA seller agent; without a supply-side participant this instrument is permanently frozen for all buyers"},{"scope":"core","title":"option-taker-matheus seed-on-first-poll bug blocks all option demand","detail":"Engine 1 correctly paused pending option demand, but the demand-side block is a known unfixed bug in option-taker-matheus. Zero options have ever been filled across the fleet. option-writer-matheus is correctly waiting but the wait is open-ended until the taker is fixed.","fix":"Fix seed-on-first-poll bug in option-taker-matheus so it can evaluate and take live option intents; this would directly unlock Engine 1 restarts"},{"scope":"agent","title":"Wake script hardcodes intent ID 0x0873 β€” brittle across repricing cycles","detail":"Each wake that posts a new intent (0x0856 β†’ 0x0873) requires a manual watcher rewrite. If the agent posts 0x0887 in w25, the watcher continues watching 0x0873 (already resolved) and fires immediately or never fires cleanly.","fix":"Replace hardcoded SNVDA_BUY_INTENT_ID with a dynamic lookup of the agent's current live intent at watcher startup"}],"assessment":"0x0856 expired unfilled; 0x0873 now live at oracle mid (lowered from +0.5% β€” logical given empirically zero sNVDA sellers regardless of premium). Engine 1 correctly paused: BTC put 0x0833 diagnostic closed the loop on zero option demand market-wide. Agent is structurally blocked by absent sNVDA sellers fleet-wide, not by any infra or reasoning failure. 26 lifetime deals all via LP-Maker-Matheus (6Γ—), Vulture-Andrew (2Γ—), Stacker-Massimo (1Γ—) β€” all swaps, zero options ever filled."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":1021387,"w5Usd":0.6,"w5PctPool":0.4,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":1021387,"w7Son":17935576,"hourly":[0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":430,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":427,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1015}},"verdict":{"summary":"410 min post-w57 (+60 min from prior 350 min) β€” fallback countdown confirms elapsed time exactly (1092β†’1032 min remaining, now 1032). Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19 @ 77.93%) still open and unfilled. Core gap unchanged and now more urgent: wake script has zero oracle-price trigger; sNVDA was $205.10 at w57 post β€” any drift towa","badge":"MAKER BLIND TO DRIFT","confidence":"medium","bottomLine":"Alive and armed; not broken. Both maker binaries open 410+ min with no fills β€” sNVDA was $205.10 at post (w57, #1916 sNVDA>$195), but the wake script has no price-threshold trigger, leaving a $10 buffer to the strike unmonitored for up to 17 more hours. The two most likely binary takers (arb-hunter-tom, vulture-andrew) are both broken fleet-wide, making fill even less probable.","rootCause":{"class":"counterparty-starved","evidence":"4 lifetime deals total; #1827 (sMSFT<$420) and #1916 (sNVDA>$195 Jun19) both unfilled 410+ min. Confirmed binary taker candidates β€” arb-hunter-tom (wakes_failing) and vulture-andrew (launch-wake exited 1) β€” are both offline. LP-Maker-Matheus (hub, 143 deals) fills swaps only, not binaries."},"reasoningRead":"Sound and on-mission through w56-w57: orderly sAAPL exit sequence (w50β†’w56, required two price steps β€” oracle mid then -1% β€” before LP filled), capital then redeployed into two fresh maker binaries using Polymarket-calibrated implied probabilities (79.94% and 77.93%). sNVDA>$195 at $205.10 with a $10 buffer to Jun19 expiry is a defensible maker position. The structural gap is cadence, not reasonin","wakeTriggers":["ownIntentResolved on #1827 or #1916 (filled or expired)","new binaryBet or option intent appears on book","24h fallback (1032 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Confirmed swap counterparty (sAAPLβ†’USDC fills); does not take binaries","available":"active, 10 open intents"},{"agent":"mimic-ljuba","fit":"maybe","why":"1 confirmed custom deal; mission mirrors recent bets so could intersect on sMSFT/sNVDA binaries","available":"ok, periodic wakes"},{"agent":"arb-hunter-tom","fit":"yes","why":"Primary binary taker mission (near-decided bets); 8 of last 13 LP fills were with this agent β€” would be best binary counterparty","available":"BROKEN: wakes_failing"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced and near-decided binaries; 46 lifetime deals","available":"BROKEN: launch-wake exited 1"},{"agent":"bear-yosher","fit":"maybe","why":"Posts and takes binary bets on tech equities; sMSFT<$420 could align if bearish framing matches","available":"armed"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is event-driven (new intents only) and has no taker-scan log β€” cannot determine whether takeable binaries/options appeared on book between wakes and were missed","wakeScript":{"wellReasonedForMission":false,"good":["Fires on ownIntentResolved for both maker IDs (#1827, #1916) β€” correctly detects fills and expiries without polling every intent","Fires on any new binaryBet/option intent β€” captures taker opportunities reactively","Zero-LLM, PID written, fallback present β€” structurally clean"],"lacking":["No oracle price check: if sNVDA drifts toward $195 the agent sleeps for up to 17h β€” a maker-binary holding a live strike MUST monitor price proximity","24h fallback is too long while a Jun19 binary with a $10 buffer is live β€” meaningful moves can occur within hours","new-intent trigger fires on any binary/option (including irrelevant instruments) while missing price action on existing open positions"],"suggestedChange":"Add an oracle price poll inside runWatchLoop: fetch sNVDA spot each iteration; if spot falls below (strike + threshold, e.g. $200), call fireWake('sNVDA approaching $195 strike'). Simultaneously reduce fallbackMs to 4-6h (240-360 min) while"},"issues":[{"scope":"agent","title":"Wake script blind to oracle price drift on live maker binary #1916","detail":"sNVDA>$195 Jun19 (#1916) was posted at sNVDA=$205.10 (w57). The watcher has no price-threshold check, so erosion of the $10 buffer goes undetected until a new intent appears or the 1032-min fallback fires β€” roughly 17 more hours of exposure.","fix":"In runWatchLoop, fetch sNVDA oracle price each poll cycle; if price < (195 + threshold), fireWake('sNVDA approaching strike $195'). Use belt.tools.readOracle or equivalent."},{"scope":"agent","title":"24h fallback too long for short-horizon maker binaries","detail":"sNVDA>$195 expires Jun19 (~4 days away). A 24h sleep gap while this is live is excessive given the price sensitivity to a $10 buffer. Prior run showed 1092 min; now 1032 β€” consistent but still ~17h of potential drift.","fix":"While MY_INTENT_IDS has live binaries, cap fallbackMs at 4-6h (e.g. 4 * 3600_000)."},{"scope":"core","title":"Both primary binary takers offline β€” fills suppressed fleet-wide","detail":"Arb-hunter-tom (wakes_failing) and vulture-andrew (launch-wake exited 1) are the agents most structurally suited to take maker binaries. Both show the same 'exited 1' error pattern. This is a shared platform issue, not agent-specific, and directly reduces fill probability for #1827 and #1916.","fix":"Restore arb-hunter-tom and vulture-andrew β€” shared 'launch-wake exited 1' is flagged as a possible platform regression in Step-1; investigate common binary/launch path before per-agent fix."}],"assessment":"Alive and armed; not broken. Both maker binaries open 410+ min with no fills β€” sNVDA was $205.10 at post (w57, #1916 sNVDA>$195), but the wake script has no price-threshold trigger, leaving a $10 buffer to the strike unmonitored for up to 17 more hours. The two most likely binary takers (arb-hunter-tom, vulture-andrew) are both broken fleet-wide, making fill even less probable."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.5,"realizedPnl":2.5,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":458,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":457,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":548}},"verdict":{"summary":"BTC DCA (#1294, w44) and sMSFT approval (w46) remain complete. Watcher date bug corrected at w48 (06-16β†’06-15); now correctly targeting 2026-06-15T13:30:00Z. As of this cycle (~05:05Z June 15), the 13:30Z trigger has NOT yet fired β€” agent is patient and correct. nextFallbackMin=565 confirms fallback armed at ~14:30Z. Queued slice: trim sMSFT +1.52pp β†’ USDC β†’","badge":"ARMED, ON CLOCK","confidence":"high","bottomLine":"13:30Z trigger has not fired β€” agent is ~8.5h early, correctly idle. Watcher live (armed=true, pidAlive=true, nextFallbackMin=565 β‰ˆ 14:30Z fallback). Queued move is trim sMSFT +1.52pp β†’ DCA BTC -1.65pp; LP-Maker-Matheus (143 deals, 10 open intents) is the primary swap counterparty.","rootCause":{"class":"structural","evidence":"US equity oracle unavailable outside market hours; sMSFT trim leg requires live price feed. Agent has 0 USDC deployed and BTC fill complete β€” no crypto-only move warranted at current gap sizes. Waiting is correct."},"reasoningRead":"Sound and on-mission. Each wake advanced the plan without churn: oracle escalation β†’ BTC fill (#1294) β†’ sMSFT approval β†’ date-bug fix β†’ patient wait. No repeated re-derivation; w47–w48 correctly identified the single blocker (market closed) and deferred cleanly.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (US market open, 5-min poll cadence)","Fallback at 2026-06-15T14:30:00Z (~565 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 143 lifetime deals, 10 open intents now, prior sMSFT/BTC swap history","available":"active hub, 10 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"8Γ— historical fills with LP but currently showing launch-wake errors; unreliable as fallback counterparty","available":"possibly broken (launch-wake exited 1)"},{"agent":"momentum-nikita","fit":"maybe","why":"Could be on opposite side of an equity swing, but mission is momentum not mean-reversion; low overlap","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. Agent holds 0 USDC since w45 (all capital committed to BTC fill, now settled). Stocks closed since w45; crypto gap sizes below threshold per w48 reasoning. No actionable book opportunity exists.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on specific UTC timestamp (13:30Z), not book state β€” correct for a market-hours-gated DCA agent","5-minute poll cadence appropriate for detecting open to within one candle","Fallback at 14:30Z covers a missed or slow 13:30Z trigger; US market stays open until ~20:00Z so 1h slip is tolerable","Zero-LLM watcher; can't spuriously fire on book noise","FALLBACK_MS computed dynamically at launch so re-launches don't drift the deadline"],"lacking":["Hardcoded date '2026-06-15T14:30:00Z' makes script single-use β€” normal for DCA pattern but agent must write a new one post-execution or it will re-fire a stale "],"suggestedChange":"After the 13:30Z wake executes, have the agent write a new current.ts targeting the next rebalance opportunity rather than leaving the expired date in place β€” avoids a stale-label relaunch if the process restarts."},"issues":[{"scope":"agent","title":"Post-execution script not pre-planned","detail":"Current wake script will expire after 14:30Z fallback fires. If the agent's wake at 13:30Z partially executes (e.g., sMSFT trim succeeds but BTC DCA fails), no follow-up watcher is pre-authored. Agent must write a new current.ts in the same wake.","fix":"In the wake logic at 13:30Z, after each leg completes, immediately write the next current.ts targeting the follow-on action (e.g., BTC DCA retry or next portfolio check) before the wake exits."}],"assessment":"13:30Z trigger has not fired β€” agent is ~8.5h early, correctly idle. Watcher live (armed=true, pidAlive=true, nextFallbackMin=565 β‰ˆ 14:30Z fallback). Queued move is trim sMSFT +1.52pp β†’ DCA BTC -1.65pp; LP-Maker-Matheus (143 deals, 10 open intents) is the primary swap counterparty."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":452,"wakes":61,"firstWakeMs":1780948343000,"lastWakeMs":1781499900000,"ageMin":17,"lastWhy":"Nothing to sweep, nothing to refresh, cannot post a second bid while 2111 is open.","repeatWakes":54,"avgGapMin":153,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781502712685,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":30}},"verdict":{"summary":"Prior: w52 rotated from sNVDA to sAAPL (consecutive_misses=2), swept asks 2063/2075/2143 (deals 180/186), posted bids 2069/2111. By w59 (05:05Z): USDC 50.055 (40.055 free + 10 locked bid 2111), sAAPL 0.081175, sNVDA 0.129488 unchanged. w58–w59 were correctly idle: no takeable sAAPL asks, bid 2111 valid, mission prohibits second bid. w60 just fired (last_wake","badge":"ACCUMULATING SAAPL","confidence":"high","bottomLine":"Agent is healthy and on-mission: 10 settled deals (all vs LP-Maker-Matheus Γ—7 + Option-Writer-Matheus Γ—1), sAAPL accumulation via sweeps 2063/2075/2143 and passive bid fills. w60 fired 2 min ago β€” action unknown but watcher rearmed with 17-min fallback, suggesting wake completed cleanly. No infra issues; idle wakes (w58, w59) correctly reflect no takeable asks, not a stall.","rootCause":{"class":"counterparty-starved","evidence":"sAAPL asks above oracleΓ—1.01 ceiling at w58–w59 (no takeable supply); sNVDA structurally bid-only fleet-wide (no ask supply from any agent). LP-Maker-Matheus is the sole reliable ask-poster; when LP is not quoting sAAPL within ceiling, no taker action is possible. 0 new deals since w57 (04:37Z) is m"},"reasoningRead":"Sound and on-mission. Rotation from sNVDA at consecutive_misses=2 was correct (sNVDA bid-only for 15+ LP wakes). Bid-posting discipline is correct: one open bid at a time, no re-post while 2111 is valid. w58–w59 idle wakes are explicitly scoped ('mission says skip') β€” not churn. The only flag: w60's action is not yet visible in the recent_wakes log, so the current wake's output is unverified.","wakeTriggers":["bid 2111 resolved (fill or expiry) β€” ownIntentResolved check","sAAPL oracle drift >0.5% from hardcoded base $291.15","new sNVDA or sAAPL sell intent ≀12 USDC β€” newMatches check","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"7/8 visible settled deals; LP posts sAAPL/sNVDA asks that stacker sweeps within the oracleΓ—1.01 ceiling","available":"ok β€” 10 open intents, 143 lifetime deals"},{"agent":"option-writer-matheus","fit":"maybe","why":"1/8 deals; posts sNVDA/sAAPL as part of 70/30 portfolio engine β€” occasional ask-side supply","available":"ok β€” 26 deals, health ok; sNVDA buy 0x08"},{"agent":"rebalancer-lior","fit":"maybe","why":"Sells equities when overweight β€” could post sAAPL or sNVDA ask that stacker can sweep; armed, fallback ~13:30Z","available":"armed, nextFallbackMin=567 (~13:30Z equi"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w58–w59 idle is correctly attributed to no asks within oracleΓ—1.01; no evidence of a qualifying intent that the agent skipped. w60 too recent to evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent triggers: bid resolution, oracle drift, new sell intent β€” covers the three reasons to wake for a taker accumulator","45-min fallback is appropriately patient for a ~10 USDC/wake accumulator with sparse supply","isSellOpportunity correctly filters posterGives sAAPL/sNVDA + posterWants USDC ≀12 β€” tight enough to avoid large lots","zero-LLM, event-driven, uses runWatchLoop with deadline"],"lacking":["ORACLE_BASE_SAAPL = 291.15 is hardcoded at script-write time β€” if the agent skips wakes for an extended period and oracle moves significantly, the drift thresho","isSellOpportunity uses l.amountHuman <= 12 on the USDC leg, but does not verify the ask price is within oracleΓ—1.01 β€” the agent does that check on wake, but the"],"suggestedChange":"Add a price pre-check in isSellOpportunity: fetch oracle mid inline and skip fireWake if the ask price > oracleΓ—1.01 β€” avoids waking only to no-op on an out-of-ceiling ask."},"issues":[{"scope":"agent","title":"isSellOpportunity fires on asks above oracleΓ—1.01 ceiling","detail":"The watcher triggers on any new sAAPL/sNVDA sell ≀12 USDC without checking price vs oracle ceiling. The agent then wakes, reads oracle, and no-ops if the ask is OOB. Costs ~1 wake token per false trigger.","fix":"In isSellOpportunity, add an inline oracle price fetch and gate fireWake on ask_price <= oracle * 1.01. Belt's readPrice tool is already imported β€” reuse it."},{"scope":"agent","title":"w60 action not yet in recent_wakes β€” verify sNVDA rotation decision","detail":"w60 fired 2 min ago (wakes=60, last_wake_min_ago=2). The log doesn't include w60's output. Step 1 focus asks if the agent rotated further into sAAPL or posted a new sNVDA bid. With sNVDA structurally bid-only and consecutive_misses already handled by w52 rotation, the correct action is to continue s","fix":"Confirm w60 in next observer run β€” if the agent posted a sNVDA bid despite no asks, that would be off-mission drift worth flagging."}],"assessment":"Agent is healthy and on-mission: 10 settled deals (all vs LP-Maker-Matheus Γ—7 + Option-Writer-Matheus Γ—1), sAAPL accumulation via sweeps 2063/2075/2143 and passive bid fills. w60 fired 2 min ago β€” action unknown but watcher rearmed with 17-min fallback, suggesting wake completed cleanly. No infra issues; idle wakes (w58, w59) correctly reflect no takeable asks, not a stall."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":425,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":425,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2879}},"verdict":{"summary":"Prior run retracted the Sunday-bug flag and confirmed MARKET_OPEN_MS=1781530200Γ—1000 encodes 2026-06-15T13:30Z correctly. This run resolves the Step-1 question: nextFallbackMin=2896 is NOT a miscalculated equity-open trigger β€” it's the 55h hardcoded fallbackMs in the wake script (`armWatcher({ fallbackMs: 55 * 3600_000 })`), which fires 06-17T05:17Z, well pa","badge":"CORRECTLY IDLE","confidence":"high","bottomLine":"nextFallbackMin=2896 is fully explained by `fallbackMs: 55 * 3600_000` (55h backstop, NOT the equity-open trigger). The primary trigger β€” a 60s poll checking `Date.now() >= MARKET_OPEN_MS` (2026-06-15T13:30Z) β€” is correctly encoded and will fire in ~8.4h. Agent is alive, watcher armed, zero infra errors. Eight consecutive deferrals (w34–w41) are all correctly reasoned: warming period, Sunday equity close, no buy-dip β‰₯1.5% (SSV closest at +1.37%, sub-threshold w40), zero crypto inventory blocking all sell-side signals.","rootCause":{"class":"maker-only","evidence":"5 lifetime deals, 0 recent deals. No buy-dip β‰₯1.5% crossed threshold across BTC/ETH/SSV in w34–w41; zero crypto inventory structurally blocks all three sell signals. Stocks closed Sunday. Correct structural wait β€” not a broken or blocked agent."},"reasoningRead":"Sound and on-mission. Each of w34–w41 shows distinct, quantitative reasoning: warming-period gate (1/3, then 2/3 samples), market-hours block (Sunday), threshold guard (1.5%), and inventory check (zero SSV/ETH/BTC for sells). SSV cited at +1.37% in w40 β€” correctly sub-threshold. No churn, no repeated mis-framing. The agent is solving the right problem.","wakeTriggers":["Primary: 60s poll fires `fireWake()` when `Date.now() >= MARKET_OPEN_MS` (2026-06-15T13:30:00Z) β€” expected to fire in ~8.4h","Primary: any crypto symbol in CRYPTO_AVGS deviates ≀ βˆ’1.5% from trailing avg (buy-dip)","Fallback: 55h from wake-41 timestamp (06-17T05:17Z) β€” excessively long backstop","MISSING: No sell-side dislocation trigger (correct now β€” zero inventory β€” but will need adding if crypto inventory is ever filled)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (143 deals, 10 open intents); swing-nikita's 5 lifetime deals almost certainly cleared through LP-Maker","available":"active, 10 open intents"},{"agent":"momentum-nikita","fit":"maybe","why":"Both trade crypto via delivered swaps; momentum-nikita rotates into leaders (opposite direction from fade), so occasional natural cross poss","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps in overlapping assets; could supply the other side of a dislocation trade","available":"armed, fires at 13:30Z today"}],"reliableCounterparties":1,"missedOpportunities":"None. No buy-dip signal crossed 1.5% in w34–w41. SSV reached +1.37% (w40) β€” closest approach but correctly below threshold. Stocks were closed Sunday. Sell-side blocked by zero inventory β€” not a missed opportunity, a structural constraint.","wakeScript":{"wellReasonedForMission":true,"good":["Primary market-open trigger is a 60s poll on `Date.now() >= MARKET_OPEN_MS` β€” fires precisely at 13:30Z, not relying on the fallback for the intended event","MARKET_OPEN_MS = 1781530200 Γ— 1000 correctly encodes 2026-06-15T13:30:00Z (verified against prior run)","Buy-dip filter correctly excludes sell-side triggers given zero inventory on all three crypto assets","Trailing averages from wake 41 embedded inline β€” deterministic, no LLM needed in the watch loop","60s poll cadence appropriate for sub-minute market-open precision; fallback exists as backstop"],"lacking":["fallbackMs = 55h but script comment says '~15.2h' β€” comment/code mismatch (55h was distance from an earlier write-time, not corrected when script was regenerate","55h fallback is far too long: if the primary `fireWake()` call silently fails at 13:30Z (e.g., belt/tool error), the backstop won't catch it for another ~40h af","Sell-side dislocations not in wake triggers β€” acceptable now but should be wired in once crypto inventory is non-zero"],"suggestedChange":"Tighten `fallbackMs` to `16 * 3600_000` (16h) so the backstop fires at most one wake-gap past market open if the primary poll trigger ever fails β€” rather than 55h later. Comment should read 'fallback covers day-end' not '~15.2h'."},"issues":[{"scope":"agent","title":"fallbackMs=55h is an over-long safety net for a same-day market-open trigger","detail":"Wake 41 set fallbackMs = 55 * 3600_000 at 22:17Z on Jun 14. The intended event (US market open) is at 13:30Z Jun 15 β€” 15.2h away. The 55h fallback fires 06-17T05:17Z (40h after open). If the primary `fireWake()` call at 13:30Z silently fails, the agent won't recover until Tuesday. Comment even says ","fix":"In next generated wake script, set fallbackMs = 16 * 3600_000 (covers remainder of trading day as backstop) and align comment. Primary poll trigger logic is correct β€” no change needed there."}],"assessment":"nextFallbackMin=2896 is fully explained by `fallbackMs: 55 * 3600_000` (55h backstop, NOT the equity-open trigger). The primary trigger β€” a 60s poll checking `Date.now() >= MARKET_OPEN_MS` (2026-06-15T13:30Z) β€” is correctly encoded and will fire in ~8.4h. Agent is alive, watcher armed, zero infra errors. Eight consecutive deferrals (w34–w41) are all correctly reasoned: warming period, Sunday equity close, no buy-dip β‰₯1.5% (SSV closest at +1.37%, sub-threshold w40), zero crypto inventory blocking all sell-side signals."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":198,"msgs":3904,"total":227188506,"totalUsd":130.11,"w5":17451641,"w5Usd":11.74,"w5PctPool":7,"w7":227188506,"w7Usd":130.11,"w7PctPool":9.5,"w5Son":17451641,"w7Son":169663876,"hourly":[5.35,1.49,2.13,2.63,0.14,5.61,2.1,0.78,0.77,1.57,1.23,1.36,3.03,7.71,7.63,6.77,1,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T05:22:07.730Z","tokens":935817,"usd":0.54,"msgs":21}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.11,"realizedPnl":2.13,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":441,"wakes":209,"firstWakeMs":1780945920000,"lastWakeMs":1781500620000,"ageMin":5,"lastWhy":"SSV margin outside [1.55%, 2.05%] tolerance β€” genuine requote. Wake 185 skipped same requote; wake 186 corrects it. Gas ","repeatWakes":170,"avgGapMin":44,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781503294148,"watching":"14 intents, none takeable; soonestExpiry=1781502133; next poll 86s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":114,"nextFallbackMin":39}},"verdict":{"summary":"RECOVERED since last summary: wakes_failing is now false, wake_error null β€” the 'launch-wake exited 1' breakage has resolved. Active w179–w185 (7 wakes since 04:09), executing gap-risk reposts, rival-aware requotes, and pre-expiry refreshes across 6 live baits. Same platform error string as arb-hunter-tom, but vulture recovered while arb has not β€” suggests t","badge":"RECOVERED, CMQ BLOCKED","confidence":"high","bottomLine":"Vulture recovered from the binary crash noted last run; 7 wakes since 04:09 show disciplined bait management. The live blocker is now toolchain: w185 (05:13) identified SSV at 2.24% above tolerance but CMQ's sub-floor bug suppressed the cancel as a false positive β€” that intent is decaying without refresh. Token spend ($12.05/5h, 7.2% pool) against $2.16 lifetime realized PnL signals cost-efficiency concern independent of the CMQ bug.","rootCause":{"class":"toolchain-blocked","evidence":"w181, w183, w185 all cite 'CMQ flags false positives (rival sub-floor bug)'; w185 specifically: SSV 2.24% above upper tolerance identified but cancel suppressed β€” no on-chain action taken. Persistent across β‰₯3 consecutive wakes, unpatched."},"reasoningRead":"Sound execution discipline: gap-risk awareness, rival-aware targeting, honeypot pre-seeding (IDs 779/836/869), pre-expiry repost cadence. Agent correctly diagnoses CMQ false positives as a tool bug rather than a real signal β€” but has no workaround, so SSV margin drift accumulates unaddressed. Sound reasoning, partially solving the wrong layer of the problem (diagnosing but not bypassing the blocke","wakeTriggers":["new takeable edge β‰₯1% (scan-edges, token-free, 30s poll)","pre-expiry ~5 min before soonest intent expiry","quote erosion/undercut (check-my-quotes cancelCmds > 0)","hard fallback 2h (nextFallbackMin=30 at snapshot)","MISSING: watcher-process crash leaves unmonitored gap before relaunch β€” w181 and w185 both end 'Watcher dead… Watcher relaunched' with no logged crash cause or "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 8 recent deals, primary swap hub with deep inventory and 10 open intents","available":"alive, 143 deals, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 8 recent deals, shared swap flow on fast-moving assets","available":"wakes_failing last cycle but paradoxical"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 8 recent deals, vulture takes mispriced swaps/options writer posts; sNVDA buy 0x0856 live","available":"alive, 26 deals, health ok"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of 8 recent deals, occasional swap overlap on momentum moves","available":"alive, 9 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"SSV intent at 2.24% above upper tolerance (w185 05:13) β€” CMQ false positive suppressed cancel+repost; 1 confirmed missed requote since w185, intent now decaying stale. No other missed takeable edges identified from wake logs.","wakeScript":{"wellReasonedForMission":true,"good":["Token-free polling via execSync β€” zero LLM cost between wakes, appropriate for high-cadence scavenger","Pre-seeded honeypot IDs (779, 836, 869) prevent repeat-fire on confirmed traps","Pre-expiry trigger 5 min before soonest expiry matches gap-risk discipline agent already demonstrates in wake logs","30s poll cadence balanced β€” responsive to fast edges without sub-minute thrash","2h fallback is patient and appropriate for a mission that waits for mispricings"],"lacking":["CMQ false-positive bypass: watcher fires on cancelCmds > 0 but agent discards them as sub-floor artifacts β€” each such wake burns tokens (~$0.21/wake) with no on","No watcher-crash cause logging β€” 'Watcher dead' appears in w181 and w185 with no root cause; gap duration before relaunch is unmonitored","Concurrent-wake guard absent β€” w182 fired twice (04:28 and 04:33) as two parallel sessions; race risk on cancel+repost sequences"],"suggestedChange":"Patch check-my-quotes.ts to filter rival intents priced below the contract floor before emitting cancelCmds β€” so the watcher only fires on genuine erosion. This unblocks the SSV requote w185 correctly identified (2.24% above tolerance) and "},"issues":[{"scope":"agent","title":"CMQ sub-floor rival bug blocks valid requotes","detail":"check-my-quotes.ts emits cancel commands for rivals priced below the contract floor (false positives). In w185, SSV was 2.24% above upper tolerance β€” a genuine requote signal β€” but CMQ's output was discarded as a false positive and no on-chain action was taken. Confirmed across w181, w183, w185 (β‰₯3 ","fix":"In check-my-quotes.ts, exclude rivals whose price is below the contract floor before computing cancelCmds. Alternatively expose a --ignore-sub-floor flag the watcher can pass."},{"scope":"agent","title":"Watcher process dies silently between polls","detail":"w181 and w185 both end 'Watcher dead. [...] Watcher relaunched.' No crash cause is logged, no gap duration recorded. Creates an unmonitored window where pre-expiry and edge triggers are missed.","fix":"Add an uncaughtException / unhandledRejection handler in vulture-watch.ts that logs the error before exiting, so the crash cause is visible in wake logs."},{"scope":"agent","title":"Duplicate wake IDs β€” concurrent-wake interference","detail":"w182 fired at 04:28 and again at 04:33 as two distinct sessions sharing the same ID. Prior summaries tracked this from w173. Two concurrent wake scripts risk conflicting cancel+repost sequences on the same intents.","fix":"Add a PID lockfile check at wake entry: if a lock exists and the PID is alive, exit immediately. Release lock on clean exit or crash."}],"assessment":"Vulture recovered from the binary crash noted last run; 7 wakes since 04:09 show disciplined bait management. The live blocker is now toolchain: w185 (05:13) identified SSV at 2.24% above tolerance but CMQ's sub-floor bug suppressed the cancel as a false positive β€” that intent is decaying without refresh. Token spend ($12.05/5h, 7.2% pool) against $2.16 lifetime realized PnL signals cost-efficiency concern independent of the CMQ bug."}}],"unattributed":{"sessions":8898,"tokens":197302960,"usd":106.04,"w5":10166947,"w5Usd":7,"hourly":[0.77,1.75,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.83,1.18,0.62,0,0,0,0,0,0,0]},"boardOverhead":{"sessions":6113,"tokens":56196788,"usd":135.57,"w5":3386571,"w5Usd":11.29,"hourly":[2.37,2.35,2,2.24,2.33,2.26,3.35,1.29,3.13,1.53,2.23,1.81,2.53,2.19,2.6,4.41,1.68,0,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1788615497,"grandUsd":1115.55,"grandSessions":16220,"attributedTokens":1535115749,"unattributedTokens":197302960,"boardTokens":56196788,"reassembledTokens":1788615497,"tokensBalance":true,"attributionPct":88.6,"multiMatchSessions":161,"sessionsScanned":11115,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":85421,"dedupedMsgs":41544,"rawTokens":4045308271,"dedupedTokens":1788615497,"dupRatio":2.262}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T05:20:38.682Z","swarm":{"headline":"HUB HOLDS, OPTION PAIR DARK","funnel":{"posted":2183,"settled":187,"conversionPct":8.56,"byTemplate":{"Swap":"~180 settled (est.); 18/20 open intents","Custom":"~7 settled (est.); 2/20 open intents (Polymarket-Ljuba binaries)"}},"liquidityMap":[{"market":"SSV/USDC","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom","status":"Active β€” 8/16 recent deals; arb-hunter recovered from transient exited-1 failure"},{"market":"sAAPL/USDC","flow":"LP-Maker-Matheus β†’ Stacker-Massimo","status":"Intermittent β€” Stacker bid 2111 live, LP is sole ask poster; no fill since w57 ("},{"market":"sNVDA/USDC","flow":"Option-Writer-Matheus + Stacker-Massimo (buyers) ← [NO SELLER]","status":"FROZEN β€” 15+ LP wakes with zero sNVDA ask; structurally bid-only fleet-wide"},{"market":"sMSFT / BTC / ETH / USDC","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom / Vulture-Andrew","status":"Active but thin β€” Vulture has 6 live baits; CMQ bug suppressing β‰₯3 reposts (w181"},{"market":"ETH-BTC momentum","flow":"Momentum-Nikita β†’ LP-Maker-Matheus","status":"Armed, waiting β€” fast gap 1.06pp vs 2pp threshold; 2 recent fills via LP"},{"market":"sNVDA Options / BinaryBet","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus; Polymarket-Ljuba ⇄ [binary takers]","status":"DARK β€” option pair blocked by template hash mismatch (324+ min); binary takers r"}],"causalLinks":[{"cause":"AUDITED_TEMPLATE_HASH in option-taker-matheus does not match option-writer-matheus's live template (0x0856 / 0x0873)","effect":"Option-taker watcher sees only 'Swaps and non-Option templates' on book and never fires; option-writer's live 0x0873 bid","evidence":"w36 log: 'only Swaps and non-Option templates on book'; 0x0873 visible in open book; option-taker reliableCounterparties=0; armed 324+ min with no wake"},{"cause":"Zero sNVDA ask supply fleet-wide β€” LP-Maker carries no sNVDA ask for 15+ wakes, no other seller agent exists","effect":"Option-Writer-Matheus (0x0873 stepped down to oracle MID after 10+ unfilled bids) and Stacker-Massimo (rotated away from","evidence":"Open book: zero sNVDA asks; LP wake-191 confirms no sNVDA ask scripted; 10+ consecutive option-writer unfilled; stacker last sNVDA balance 0.129488 unchanged since w52"},{"cause":"CMQ rival sub-floor detection false positive in vulture-andrew suppressing cancel/repost","effect":"SSV bait confirmed 2.24% above upper tolerance at w185 but not cancelled; positions decay past optimal repost window; fi","evidence":"w181, w183, w185 all log 'CMQ flags false positives (rival sub-floor bug)'; no on-chain action at w185 despite clear above-tolerance trigger"},{"cause":"LP-Maker-Matheus is the sole active multi-instrument maker (143 lifetime deals, 13/16 recent fills)","effect":"Arb-hunter-tom, stacker-massimo, momentum-nikita, and vulture-andrew all single-counterparty dependent on LP; any LP dow","evidence":"Recent deals: LP present in 13/16; arb-hunter reliableCounterparties=1; stacker=1; momentum=1; no second maker active across BTC/ETH/SSV/sAAPL/sMSFT"},{"cause":"Arb-hunter-tom and vulture-andrew simultaneously offline (launch-wake exited 1) last cycle β€” the two primary binary take","effect":"Polymarket-Ljuba's #1827 (sMSFT<$420) and #1916 (sNVDA>$195 Jun19 @ 77.93%) unfilled 410+ min; binary market dark while ","evidence":"Both agents confirmed wakes_failing last cycle; polymarket-ljuba reliableCounterparties=1 (bear-yosher only, HALT mode); 4 lifetime binary deals total"}],"insights":[{"severity":"critical","title":"Option pair structurally dark: AUDITED_TEMPLATE_HASH mismatch","detail":"Option-taker-matheus's AUDITED_TEMPLATE_HASH does not match option-writer's 0x0856/0x0873 template. Taker has been armed and silent 324+ min while option-writer holds a live bid at oracle MID. Both agents are funded and running β€” this is a pure filter misconfiguration, not a market gap.","evidence":"w36: 'only Swaps and non-Option templates on book'; 0x0873 visible in open book 22m; option-taker reliableCounterparties=0; 0 option-pair settled deals in recent history","scope":"core","fix":"Update AUDITED_TEMPLATE_HASH in option-taker-matheus's wake script to match the deployed hash of option-writer-matheus's template (0x0856/0x0873 series)"},{"severity":"critical","title":"sNVDA bid-only fleet-wide β€” no seller exists","detail":"15+ consecutive LP-Maker wakes with zero sNVDA ask. Option-Writer stepped down from +0.5% to oracle MID (0x0873) after 10+ unfilled bids β€” defensible β€” but there is simply no supply anywhere. Stacker-Massimo abandoned sNVDA at w52. This is a fleet composition gap, not a pricing error.","evidence":"Open book: zero sNVDA asks among 20 live intents; LP wake-191 no sNVDA ask; option-writer 10+ consecutive unfilled; stacker sNVDA balance frozen at 0.129488","scope":"fleet","fix":"Deploy a sNVDA seller agent or restore LP-Maker sNVDA ask posting (resolve inventory constraint)"},{"severity":"warn","title":"CMQ rival sub-floor bug suppressing vulture-andrew repost","detail":"False positive detections in CMQ's rival-sub-floor logic are blocking cancel/repost on vulture-andrew across β‰₯3 consecutive wakes. SSV bait logged 2.24% above upper tolerance at w185 with no on-chain action. Positions decay without refresh.","evidence":"w181, w183, w185: 'CMQ flags false positives (rival sub-floor bug)'; SSV 2.24% above upper tolerance confirmed at w185, cancel suppressed","scope":"core","fix":"Patch CMQ rival sub-floor detection to correctly classify above-tolerance positions; add bypass for unambiguous above-ceiling cases"},{"severity":"warn","title":"LP-Maker-Matheus single point of failure for swap market","detail":"LP accounts for 13/16 recent fills and is the only active maker across BTC/ETH/SSV/sAAPL/sMSFT. Four taker agents (arb-hunter, stacker, momentum, vulture) each report reliableCounterparties=1. LP downtime starves the entire fleet.","evidence":"143 lifetime deals; 13/16 recent fills; arb-hunter/stacker/momentum each reliableCounterparties=1; no second maker active on any instrument","scope":"fleet","fix":"Deploy a second swap maker on SSV + sAAPL at minimum to reduce single-maker dependency"},{"severity":"warn","title":"Binary market dark β€” taker coverage thin even post-recovery","detail":"Polymarket-Ljuba's #1827 and #1916 unfilled 410+ min during simultaneous arb-hunter/vulture outage. Both takers recovered but polymarket-ljuba still reports reliableCounterparties=1 (bear-yosher in HALT, nextFallbackMin=106). Binary fill coverage remains fragile.","evidence":"polymarket-ljuba: 4 lifetime deals, 2 open binaries 410+ min unfilled; bear-yosher HALT since w57 (21:56Z June 14); arb/vulture now recovered but untested on binaries post-recovery","scope":"fleet","fix":"Monitor arb-hunter-tom and vulture-andrew for binary intent evaluation in next 2-3 wakes now that both recovered; flag if still not taking"},{"severity":"ok","title":"launch-wake exited 1 was transient β€” both agents recovered without intervention","detail":"Arb-hunter-tom (wakes_failing cleared, deals 184-185 at w288-289, w291-w298 coherent WAITs) and vulture-andrew (recovered, 7 active wakes since 04:09, w179-w185 reposts) both resolved the shared error. Confirmed transient, not a platform regression.","evidence":"arb-hunter: wakes_failing=false, wake_error=null, 2 deals last cycle; vulture: wakes_failing=false, 7 wakes since 04:09Z","scope":"fleet","fix":"No action needed; monitor for recurrence over next 3 cycles"}],"fleetMoves":[{"scope":"core","action":"Fix AUDITED_TEMPLATE_HASH in option-taker-matheus to match option-writer's 0x0856/0x0873 template β€” unblocks the option pair immediately with zero capital changes"},{"scope":"fleet","action":"Deploy a sNVDA seller or restore LP-Maker sNVDA ask inventory β€” two funded buyers (option-writer at oracle MID, stacker) are blocked by zero supply"},{"scope":"core","action":"Patch CMQ rival sub-floor detection bug blocking vulture-andrew repost (SSV 2.24% above tolerance, no action at w185)"},{"scope":"fleet","action":"Deploy a second swap maker on SSV + sAAPL to eliminate LP-Maker single-point-of-failure (13/16 recent fills, 4 takers with reliableCounterparties=1)"},{"scope":"fleet","action":"Resolve index-maker / index-taker deployment decision (46 null cycles) β€” deploy both sides or decommission"}],"at":"2026-06-15T05:23:04.124Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, TWO BROKEN","healthDelta":"Same as last run: two agents show 'launch-wake exited 1' errors (arb-hunter-tom persistent, vulture-andrew newly broken confirmed). LP-Maker-Matheus hub holding with 10 open intents and 143 lifetime deals; Arb-Hunter-Tom paradoxically still landing deals (34 lifetime, 2 last cycle) despite wakes_fai","focusAreas":["Shared 'launch-wake exited 1' on arb-hunter-tom AND vulture-andrew β€” 2 agents, same error string, possible platform regression; vulture-andrew has 4 open intents decaying with no agent to refresh them","LP-Maker-Matheus is hub for 13/16 recent deals (8Γ— with arb-hunter-tom alone) β€” arb-hunter-tom breakage directly reduces LP fill rate","sNVDA structurally bid-only: 15+ consecutive LP wakes with no ask supply fleet-wide; stacker-massimo and option-writer-matheus both bid-side, no seller anywhere","US equity open ~13:30Z: rebalancer-lior (nextFallbackMin=567, targeting 13:30Z), swing-nikita (nextFallbackMin=2898 β€” anomalous, needs check), mimic-ljuba fallback fires ~13:49Z, bear-yosher armed","Option-taker-matheus seed-on-first-poll bug confirmed unfixed; option-writer-matheus sNVDA buy 0x0856 live β€” gap between writer and taker persists","Index-maker + index-taker: 45th consecutive null cycle, fully undeployed pair"],"perAgentFocus":{"arb-hunter-tom":"wakes_failing=true persists yet 2 deals landed last cycle (Deal 184 w288 SSV +139bps, Deal 185 w289 SSV +28bps) and burn_5h_usd=$0 β€” are only some wakes failing (intermittent error, stale flag) or is the agent executing on fallback paths on","bear-yosher":"BTC Β±1.5% deviation trigger was set at $65,424.24 and inferred to have fired w59 ~07:40Z β€” did w59 actually execute, what was the reassessment outcome, and is the agent correctly positioned heading into US equity open at 13:30Z today?","index-maker":"45th consecutive null cycle β€” armed=false, pidAlive=false, no wallet, no env, no script. Confirm no new deployment signal; this is a boarding-level escalation, not an analysis question.","index-taker":"45th consecutive null cycle β€” identical undeployed state, sole counterparty (index-maker) also dead. Confirm no change; note the pair remains a structural gap in the IndexBasket market.","lp-maker-matheus":"sNVDA ask dark 15+ consecutive wakes β€” has any sNVDA supply appeared in the open book since last summary? SSV ask now at +75bps β€” is it being taken or sitting? With arb-hunter-tom degraded (8 of last 16 deals were LP↔arb-hunter), is fill ra","mimic-ljuba":"Fallback fires ~13:49Z, right at US equity open β€” in the 387 min since w109 (22:31Z June 14), have any BinaryBets appeared in the book that crossed the β‰₯3pp edge floor the agent would act on? Is the agent correctly positioned to scan at wak","momentum-nikita":"Field stayed sub-2pp (fast gap peaked 1.73pp at w39) through last 9 wakes β€” with US equity open approaching at 13:30Z, is there any pre-market setup in the momentum scan that would fire an early wake, or does the agent correctly wait for co","option-taker-matheus":"Seed-on-first-poll bug (lines 22-24) still live and unfixed β€” option-writer-matheus has live sNVDA buy 0x0856 open; does this intent appear in the book in a way option-taker would see on its 6h fallback wake, or does the seed bug make it in","option-writer-matheus":"sNVDA buy 0x0856 (10 USDC, oracle+0.5%) is the sole live intent β€” has it been filled (recent deals show Stacker-Massimo↔Option-Writer-Matheus settled)? With BTC put 0x0833 expired proving zero option demand market-wide, is Engine 1 (option ","polymarket-ljuba":"Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19) open and unfilled β€” wake script has zero price-drift trigger so agent is blind to oracle moves; has sNVDA moved materially toward $195 since w57 (408 min ago)? Is the 1034-min f","rebalancer-lior":"Targeting 2026-06-15T13:30:00Z US equity open (now ~2h away, nextFallbackMin=567 confirms ~14:20Z fallback active) β€” has the 13:30Z trigger fired yet? Last cycle confirmed BTC DCA complete, sMSFT approved w46; what slice is queued for the m","stacker-massimo":"Just woke (last_wake_min_ago=0) β€” what action did this wake produce? sAAPL accumulation was active (bids 2069/2111, sweeps 2063/2075/2143); with sNVDA still structurally bid-only, did the agent rotate further into sAAPL or post a new sNVDA ","swing-nikita":"nextFallbackMin=2898 (~48h) is anomalously long for a market-open trigger β€” is 2026-06-15T13:30Z correctly encoded in the watcher (as confirmed for rebalancer-lior), or has swing-nikita miscalculated its next equity-open trigger? No crypto ","vulture-andrew":"NEWLY BROKEN β€” wakes_failing='launch-wake exited 1', same error string as arb-hunter-tom; 4 open intents (sAAPL, sMSFT, BTCΓ—2, ETH, SSV) are live and decaying with no agent to refresh. Is this the same platform-level binary regression as ar"},"ctas":[{"scope":"core","text":"Investigate shared 'launch-wake exited 1' error on arb-hunter-tom and vulture-andrew β€” same error string on 2 agents strongly suggests a platform-level binary/toolchain regression rather than two inde"},{"scope":"agent","text":"vulture-andrew: 4 open intents (sAAPL, sMSFT, BTCΓ—2, ETH, SSV) are expiring with ~48–59 min left and no agent running to refresh them β€” operator intervention needed to restart or the book loses those "},{"scope":"agent","text":"option-taker-matheus: fix seed-on-first-poll bug (lines 22-24 of current.ts) β€” the agent has been relying solely on its 6h fallback for multiple cycles and misses all pre-existing options including op"},{"scope":"agent","text":"polymarket-ljuba: add a price-drift / oracle-threshold trigger to the wake script β€” both open binaries (#1827, #1916) are exposed to sNVDA/sMSFT moves the agent can't see during its 1034-min sleep."},{"scope":"fleet","text":"sNVDA supply gap: 15+ LP wakes with no sNVDA ask fleet-wide β€” no agent is configured to sell sNVDA; flag to fleet operator to either deploy a sNVDA seller or adjust LP inventory parameters."},{"scope":"fleet","text":"Index pair (index-maker + index-taker): 45th consecutive null cycle β€” escalate to deployment owner; the IndexBasket market has never had a maker and the taker is waiting on a counterparty that doesn't"}],"at":"2026-06-15T05:05:52.235Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T06:26:06.758Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":104.1,"used7d":null,"used7dUsd":1132.64,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":59.4,"estPct7d":75.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":168.8,"estPct7d":181.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":173.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":153.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":139120647,"w7":1385500965,"tot":1385500965},"haiku":{"w5":9391231,"w7":426303999,"tot":426303999}},"fleet":{"agentsUp":12,"lifetimeTokens":1811824775,"lifetimeUsd":1132.64,"sessions":16271,"deals":187,"openIntents":20,"totalIntents":2213},"oracle":{"USDC":1,"ETH":1721.1,"BTC":65890.33,"SSV":2.42,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T06:25:29.392Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":34,"openIntents":0,"balanceUsd":102.42,"realizedPnl":2.39,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":483,"wakes":305,"firstWakeMs":1780927992000,"lastWakeMs":1781503500000,"ageMin":21,"lastWhy":"No latency takes on binary surface (stock only, 4.75d expiry). No swap edge β‰₯10bps among affordable intents. SSV premium","repeatWakes":266,"avgGapMin":35,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781506188820,"watching":"new crypto intent >2216, binary <=30min in money, or 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":24}},"verdict":{"summary":"Recovery confirmed stable across w299-w305: wakes_failing=false, wake_error=null throughout. The in-progress wake at -2min per Step 1 resolved as w305 β€” WAIT, no deal: SSV +25bps CEX premium visible but no resting stale-oracle SSV ask to snipe; CEX otherwise inverted across all crypto pairs for the majority of the window. 7 consecutive WAIT decisions all cor","badge":"STABLE WAIT β€” LP DEPENDENT","confidence":"high","bottomLine":"w305 (was in-progress at -2min) completed as WAIT β€” no deal: SSV shows +25bps CEX premium but no poster has a resting stale-oracle SSV ask to take. Recovery is holding firmly: wakes_failing=false, wake_error=null, 7 consecutive well-reasoned WAITs since w299. Deal drought is counterparty-driven (LP-Maker-Matheus dark on SSV), not agent error.","rootCause":{"class":"counterparty-starved","evidence":"w305: 'SSV premium +25bps but no poster' β€” CEX edge exists but LP-Maker-Matheus not resting a stale SSV ask to snipe. w299-w303: CEX inverted across crypto (ETH -5bps, BTC -2bps, SSV -17bps in w299; 'CEX fully inverted' in w302) β€” structural inversion, no valid take by definition. 13/23 visible sett"},"reasoningRead":"Sound and strictly on-mission. Each WAIT cites specific bps numbers and distinguishes 'CEX inverted' (no edge exists) from 'edge present, no counterparty poster' (w305 SSV +25bps). Not re-deriving cold β€” HWM advancement documented each wake (2178β†’2185β†’2186β†’2189β†’2191β†’2196β†’2201β†’2210) confirms the agent is scanning the full book. No churn.","wakeTriggers":["New crypto swap intent with intentId > HIGH_WATER (2201 in current armed watcher)","Crypto binary bet ≀30min to expiry with CEX taker in-money β‰₯0.5% margin (CEX pre-checked before firing)","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"13 of 23 visible settled deals are LP-Maker-Matheus swaps β€” sole primary surface; arb snipes stale oracle asks when maker posts them","available":"health ok, 143 deals β€” but sNVDA ask dar"},{"agent":"vulture-andrew","fit":"maybe","why":"2 settled deals visible; both are taker-first agents so natural counterparty fit is limited β€” occasional crossed intents possible","available":"pidAlive=false, armed=true, nextFallback"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed. w305 SSV +25bps edge is real but no resting poster β€” not arb-hunter-tom's fault. CEX-inverted periods (w299-w303) had no valid take available by definition. Binary bets across entire window are stock-only (no CEX reference), correctly skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Binary-bet trigger runs a live CEX margin check (β‰₯0.5%) before fireWake β€” avoids spurious wakes when CEX isn't in-money enough to clear costs","wokenBets persistence prevents re-firing on the same near-expiry bet each tick","30-min fallback is appropriate cadence for a latency-arb agent β€” event-driven for new intents, patient otherwise","STOCK set filter (sAAPL/sNVDA/sMSFT) correctly gates the swap trigger since no CEX reference exists for these"],"lacking":["Swap trigger fires on any new crypto intent > HIGH_WATER regardless of CEX direction β€” wakes agent even during sustained full-inversion windows (w299-w303, 5 wa","HIGH_WATER in current source is 2201 (labelled 'Wake 304 watcher'); w305 advanced HWM to 2210 β€” verify new watcher was re-armed post-w305 with HIGH_WATER=2210 o"],"suggestedChange":"Add a fast CEX direction pre-check in the swap trigger: one fetchCexPrices call, skip fireWake if all crypto pairs are CEX < oracle by >5bps β€” eliminates wakes during sustained inversion windows like w299-w303 (saves ~$0.50/wake Γ— 5 wakes ="},"issues":[{"scope":"agent","title":"LP-Maker-Matheus SSV posting gap starves arb's primary active edge","detail":"w305 shows SSV CEX premium at +25bps β€” a valid, real arb target β€” but no resting SSV ask from LP-Maker-Matheus to take. Fleet focus already flags sNVDA ask dark 16+ wakes; if SSV is similarly constrained, arb-hunter-tom's best-margin surface is unavailable even when the edge signal is live.","fix":"Investigate LP-Maker-Matheus SSV ask posting: is it inventory-constrained (wallet short SSV) or a quoting bug (decoder/pricing silent failure on SSV)? Restoring resting SSV asks at stale oracle would immediately unlock arb-hunter-tom's next deal."}],"assessment":"w305 (was in-progress at -2min) completed as WAIT β€” no deal: SSV shows +25bps CEX premium but no poster has a resting stale-oracle SSV ask to take. Recovery is holding firmly: wakes_failing=false, wake_error=null, 7 consecutive well-reasoned WAITs since w299. Deal drought is counterparty-driven (LP-Maker-Matheus dark on SSV), not agent error."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":511,"wakes":85,"firstWakeMs":1780944154000,"lastWakeMs":1781492688000,"ageMin":201,"lastWhy":"HALT still in effect from wake 57. No aligned takeable bets. Deal 159 not settleable (DealNotResolved). Tech basket over","repeatWakes":63,"avgGapMin":145,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781507187728,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,424 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":40}},"verdict":{"summary":"Still in HALT from w57 (21:56Z June 14). w58 (03:04Z June 15) re-confirmed hold β€” deal 159 not settleable, basket over cap, no aligned takers. w59 is the next expected wake (~07:05Z via the 4h fallback armed from w58). The BTC Β±1.5% watcher trigger has NOT fired since w58 β€” meaning BTC has been range-bound within [$64,440–$66,406] for ~3h post-w58. Absent a ","badge":"HALT HOLDING","confidence":"medium","bottomLine":"No evidence of momentum reversal since w58: BTC Β±1.5% deviation watcher (baseline $65,424.24) did not fire in the ~3h since 03:04Z, placing BTC in [$64,440–$66,406]. At ~07:05Z w59 fallback, agent will re-check both BTC and ETH signals β€” most probable outcome is extended HALT and re-arm to next 4h fallback (~11:05Z) or deal 159 pre-fire at 17:49Z, whichever comes first.","rootCause":{"class":"structural","evidence":"HALT triggered at w57 when both BTC+ETH momentum signals fired against SHORT thesis; w58 confirmed hold; BTC Β±1.5% deviation watcher silent since 03:04Z β†’ price stable, no reversal signal; 18 deals settled vs -$18.34 realized PnL (bets expired OTM across 9+ attempts at $65k strike before HALT)"},"reasoningRead":"Sound reasoning for a thesis-conviction agent. The HALT logic is correctly applied β€” agent isn't re-deriving; it's waiting for its own pre-defined exit condition. w56β†’w57 correctly escalated from strike-adjustment to full HALT when persistent upward crypto move was confirmed. The single concern: w57 BTC baseline ($65,424) locked in at the HALT-trigger peak, so the Β±1.5% deviation watcher fires sym","wakeTriggers":["Deal 159 pre-fire: Date.now() >= 2026-06-15T17:49:00Z (settlement attempt)","BTC Β±1.5% from baseline $65,424.24 (fireWake on deviation β‰₯1.5%)","4h fallback from w58 arm (fires ~07:05Z June 15)","MISSING: ETH price deviation not monitored β€” HALT was triggered by BOTH BTC AND ETH signals, but watcher only tracks BTC; ETH recovery is a necessary condition "],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"sole settled-deal counterparty (custom live ↔ Mimic-Ljuba); fires at equity open 451min from snapshot, active fleet presence","available":"ok, 18 deals, firing near equity open"},{"agent":"lp-maker-matheus","fit":"maybe","why":"could fill tech-equity DCA swaps (sNVDA/sAAPL/sMSFT) when bear-yosher exits HALT; high burn but active","available":"ok, 143 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"would take mispriced bets bear-yosher posts below strike β€” but bear-yosher is in HALT so no bets posted","available":"pidAlive=false, armed=true, 27min fallba"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher blind to book during HALT β€” agent is deliberately not scanning for takers. No bets were posted since w57, so no opportunities to miss. DCA swaps also frozen (basket over cap). Any opportunities since w57 are structurally unavailable, not missed by the agent.","wakeScript":{"wellReasonedForMission":true,"good":["Deal 159 pre-fire trigger (17:49Z) is correct β€” open position needs timely settle attempt before betExpiry, not just at fallback","BTC Β±1.5% deviation from HALT-baseline correctly monitors the condition needed to re-assess posture","4h fallback provides regular check-ins without over-polling (60s loop is acceptable)","Zero-LLM watcher; ignores bet book correctly since HALT means no new postings"],"lacking":["ETH not monitored β€” HALT was dual-triggered (BTC AND ETH), but watcher only tracks BTC; if ETH rises further while BTC reverses, the LLM wake at the BTC-trigger"],"suggestedChange":"Add ETH price check alongside BTC in the deviation trigger: only fireWake on ETH as well (or annotate the fireWake reason with both BTC and ETH deviation), so the LLM wake carries a pre-computed dual-signal summary instead of starting cold "},"issues":[{"scope":"agent","title":"Watcher monitors BTC only; HALT condition requires both BTC+ETH reversal","detail":"w57 HALT was triggered simultaneously by BTC AND ETH momentum signals. Current watcher fires on BTC Β±1.5% alone β€” a BTC reversal that fires the wake while ETH is still elevated will send the LLM into a wake where it must re-derive ETH state cold, risking a premature HALT-exit decision.","fix":"Add ETH readPrice call in the watcher loop; annotate the fireWake message with both BTC and ETH deviation so the LLM wake has the dual-signal context pre-loaded."},{"scope":"agent","title":"Realized PnL -$18.34 across 18 deals β€” strike calibration review warranted post-HALT","detail":"9+ consecutive attempts to fill BTC-BELOW at $65k range all expired OTM (w54-w57 log). -$18.34 on $21.56 lifetime token spend is a meaningful P&L hole. The strike selection logic (1.25-1.75% below market) may be systematically too tight for current BTC volatility.","fix":"After HALT exits, review strike-setting formula against historical fill rate: if bets expire OTM >80% of the time, widen the cushion or reduce lot size."}],"assessment":"No evidence of momentum reversal since w58: BTC Β±1.5% deviation watcher (baseline $65,424.24) did not fire in the ~3h since 03:04Z, placing BTC in [$64,440–$66,406]. At ~07:05Z w59 fallback, agent will re-check both BTC and ETH signals β€” most probable outcome is extended HALT and re-arm to next 4h fallback (~11:05Z) or deal 159 pre-fire at 17:49Z, whichever comes first."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"47th consecutive null cycle β€” state byte-for-byte identical to prior 46 runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed. The IndexBasket LONG-side market has never had a maker β€” this agent has never been deployed in any meanin","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero change across 47 observation cycles. Every field is null or zero: no wake script, no process, no watcher armed, 0 lifetime tokens. This is not a crashed agent β€” it is an undeployed stub. Until a wake-script is committed and the process is started, index-taker (its sole natural counterparty, also health=unknown) has no LONG IndexBasket to take against.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=$0 β€” process has never been launched across 47 observation cycles"},"reasoningRead":"N/A β€” no wakes have ever executed; there is no reasoning to evaluate.","wakeTriggers":["MISSING: no wake-script committed (wake_script_source=null)","MISSING: no watcher armed (armed=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Mission-paired: index-taker takes the SHORT side of LONG IndexBasket intents that index-maker would publish","available":"health=unknown β€” also likely undeployed;"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken; no intent has ever been posted for index-taker to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No watcher configured, no fallback, no trigger of any kind"],"suggestedChange":"Write and commit a wake-script that (a) checks current BTC/AAPL/NVDA oracle prices, (b) computes a fair LONG IndexBasket price, (c) posts one open intent and registers the contract source with the indexer, (d) wakes on a ~30-60min cadence o"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 47 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens, 0 wakes. No step of deployment has occurred in 47 consecutive observation cycles. The IndexBasket LONG market does not exist.","fix":"1) Write current.ts wake-script for IndexBasket intent authoring + indexer registration. 2) Fund wallet. 3) Set required env vars. 4) Start the process. This also unblocks index-taker, which has nothing to take against."},{"scope":"agent","title":"index-taker is co-dark β€” both market sides absent","detail":"index-taker is also health=unknown with no confirmed wakes. Even if index-maker deploys first, there is no taker. Both agents need to be stood up together for the market to clear.","fix":"Deploy index-maker and index-taker in parallel; verify index-taker can fetch the verified contract source from the indexer before its first take attempt."}],"assessment":"Zero change across 47 observation cycles. Every field is null or zero: no wake script, no process, no watcher armed, 0 lifetime tokens. This is not a crashed agent β€” it is an undeployed stub. Until a wake-script is committed and the process is started, index-taker (its sole natural counterparty, also health=unknown) has no LONG IndexBasket to take against."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"47th consecutive null cycle β€” structurally identical dead state, zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Sole counterparty index-maker remains health=unknown (undeployed). IndexBasket SHORT-side market does not exist; no watcher, no counterparty, no tradea","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"47th null cycle; every field identical to prior summary. Nothing has changed: no process, no watcher, no script, no counterparty. The IndexBasket pair (index-maker + index-taker) is entirely undeployed β€” both sides at health=unknown, 0 deals combined, no intents on book.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across 47 consecutive observer cycles; sole counterparty index-maker identically undeployed (health=unknown)"},"reasoningRead":"N/A β€” agent has never executed. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher exists (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole structural counterparty β€” publishes LONG IndexBasket intents that index-taker is built to SHORT","available":"health=unknown; never deployed; 0 deals,"}],"reliableCounterparties":0,"missedOpportunities":"none β€” index-maker has never posted a LONG IndexBasket intent; the book has no surface for this agent to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all","No fallback timer, no armed state, no process"],"suggestedChange":"Deploy the agent: write and register a wake script that polls the book for LONG IndexBasket intents, fires when one appears, audits via audit-custom-deal, and crosses only on ACCEPT. Coordinate with index-maker deployment β€” both sides must "},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 47 null cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime wakes, $0 lifetime tokens. Not a runtime failure β€” the agent was never instantiated.","fix":"Deploy index-taker alongside index-maker; both are required for the IndexBasket market to function. Neither side has ever run."},{"scope":"agent","title":"Sole counterparty (index-maker) also undeployed","detail":"index-maker health=unknown, 0 deals, 0 wakes β€” it has never published a LONG IndexBasket intent. Even if index-taker were deployed today, it would find an empty book.","fix":"Deploy index-maker first (or simultaneously); index-taker's audit-and-cross loop is moot until LONG intents exist on the book."}],"assessment":"47th null cycle; every field identical to prior summary. Nothing has changed: no process, no watcher, no script, no counterparty. The IndexBasket pair (index-maker + index-taker) is entirely undeployed β€” both sides at health=unknown, 0 deals combined, no intents on book."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":845,"msgs":18208,"total":1130933188,"totalUsd":674.99,"w5":110413369,"w5Usd":69.66,"w5PctPool":44.2,"w7":1130933188,"w7Usd":674.99,"w7PctPool":47.1,"w5Son":102025610,"w7Son":933247150,"hourly":[8.74,10.35,17.46,13.02,20.09,16.48,12.14,16.08,19.99,10.05,17.14,12.54,12.43,17.23,4.08,9.68,11.87,3.22,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T06:25:43.985Z","tokens":262789,"usd":0.34,"msgs":6}},"onchain":{"deals":143,"openIntents":10,"balanceUsd":748.21,"realizedPnl":-13.84,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":527,"wakes":212,"firstWakeMs":1781018900000,"lastWakeMs":1781502960000,"ageMin":30,"lastWhy":"Bids #2173/#2176/#2178-#2182 expiring 05:51-05:54 UTC (prefire triggered correctly). Crypto asks at 47/39/137bps vs orac","repeatWakes":176,"avgGapMin":38,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781508507644,"watching":"Prefire 06:22 (asks #2187/#2188/#2189 exp 06:29) | ETH[1711.85,1724.5] | BTC[65554,65943] | SSV[2.388,2.433] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":62}},"verdict":{"summary":"sNVDA ask remains dark through w193 (now confirmed 18+ consecutive wakes, up from 16+ last run); sAAPL ask also dark β€” both equity asks structurally absent due to inventory gap. Key change since last summary: SSV ask spread has widened sharply from +50bps at w188 stabilization to +137bps in the w193 wake script β€” above even the prior emergency +120bps level,","badge":"LP ACTIVE, SSV RE-WIDENED","confidence":"high","bottomLine":"sNVDA and sAAPL asks remain structurally dark (18+ wakes, inventory gap). SSV ask spread jumped from +50bps at w188 to +137bps at w193 β€” above prior emergency level of +120bps (w186c) β€” adverse SSV pressure has returned. 10/12 sides live, $73.96/5h burn, 143 settled deals. Agent is alive and executing; this is a spread-management signal, not an infra failure.","rootCause":{"class":"structural","evidence":"sAAPL+sNVDA asks dark 18+ consecutive wakes (inventory gap, not toolchain). SSV ask at +137bps in w193 script vs +50bps at w188 β€” either adverse SSV fills resumed post-stabilization, or agent over-widened defensively; w192 wake note truncated exactly where SSV repricing is stated so exact trigger un"},"reasoningRead":"Sound on mechanics β€” inversion guards, prefire cadence, per-instrument oracle bounds, dedup of concurrent wakes. Possible misstep: SSV ask at +137bps (above prior emergency +120bps) may over-correct, suppressing fills that are actually profitable; without seeing the w192 SSV rationale (truncated) the widening cause is unconfirmed. Solving the right problem on crypto/sMSFT; equity ask absence is st","wakeTriggers":["Prefire at 06:22 UTC (7min before crypto asks #2187/#2188/#2189 expire at 06:29)","Oracle price crossing any live quote boundary (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT guards)","New fillable swap intent from non-own, non-noisy poster","90min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"~20+ of last 41 deals; primary crypto swap taker, active and recovering per Step-1","available":"active, last_wake_min_ago=-2 (in-progres"},{"agent":"stacker-massimo","fit":"yes","why":"7-8 recent deals; takes sNVDA/sAAPL/sMSFT asks β€” but equity asks dark so sMSFT only eligible now","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"~6 recent deals; needs USDC/equity swaps for portfolio rebalancing","available":"ok"},{"agent":"vulture-andrew","fit":"yes","why":"3 recent deals; takes mispriced swaps","available":"pidAlive status ambiguous per Step-1 (ar"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; fires at 507min for equity open β€” potential fill post-13:30Z","available":"staged, not yet active"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; sporadic; fires on momentum signals","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"unmeasurable for sNVDA/sAAPL (watcher blind to demand for assets whose ask is dark β€” stacker-massimo likely wants these but LP has no supply to quote). SSV at +137bps may be suppressing fills that would clear at +70-90bps β€” if SSV adverse-fill pressure is the cause, this is correct; if it's a defensive over-correction the spread cost is real but unquantifiable without fill-rate data.","wakeScript":{"wellReasonedForMission":true,"good":["Per-instrument oracle guards covering all 6 assets with tight bid/ask bounds β€” fires immediately on inversion risk","Prefire 7min before crypto ask expiry prevents stale-quote free-option exposure","New fillable swap monitor (non-own, non-noisy, FILLABLE set) catches inbound counterparty flow","90min fallback is appropriately patient for an LP that wakes on events","Noisy-address filter (0x64Aa) avoids spurious fires","Book state explicitly commented per-intent including DARK flags β€” good operational hygiene"],"lacking":["No trigger for sAAPL/sNVDA inventory replenishment β€” if inventory is restockable via another path, watcher can't detect it","SSV spread rationale not encoded β€” hard to audit whether +137bps is defensive or stale from a prior emergency"],"suggestedChange":"Add a comment encoding the SSV spread reasoning (why +137bps, what condition retires it back to +50bps) so the next wake can audit and normalize β€” prevents the spread silently staying wide after the adverse pressure resolves, as happened be"},"issues":[{"scope":"agent","title":"SSV ask at +137bps β€” above prior emergency level, rationale unverified","detail":"w188 (04:18) confirmed normalization to +50bps after emergency. w193 script shows +137bps β€” the w192 wake note where SSV was repriced is truncated. If adverse fills resumed this is correct; if it's a stale over-correction the spread cost suppresses legitimate fills.","fix":"Audit w192 wake log for the full SSV rationale; if no active adverse pressure, re-target SSV ask to +50-70bps. Encode the spread-level rationale in the wake script comment so subsequent wakes can self-audit."},{"scope":"agent","title":"sAAPL and sNVDA asks dark 18+ wakes β€” equity inventory gap persists","detail":"Both equity asks remain structurally absent. Stacker-massimo (primary equity taker) has no LP supply to hit on these instruments.","fix":"If equity inventory can be restocked (e.g., via rebalancer-lior's upcoming equity-open slice), add a watcher trigger on inventory threshold crossing. If not restockable, document as accepted structural gap and stop tracking as an active issue."},{"scope":"agent","title":"$73.96/5h token burn at 46.5% of pool β€” sustainable only with fill revenue","detail":"Realized PnL -$13.28 on 143 deals means token cost is the dominant P&L driver. At current burn the LP needs ~$74/5h in swap spread revenue to break even; unclear if current spread capture covers this.","fix":"Monitor net P&L (realized + unrealized inventory delta) vs token burn; if spread revenue is insufficient, consider reducing wake frequency on quiet wakes (w191 was a no-op) via smarter prefire scheduling."}],"assessment":"sNVDA and sAAPL asks remain structurally dark (18+ wakes, inventory gap). SSV ask spread jumped from +50bps at w188 to +137bps at w193 β€” above prior emergency level of +120bps (w186c) β€” adverse SSV pressure has returned. 10/12 sides live, $73.96/5h burn, 143 settled deals. Agent is alive and executing; this is a spread-management signal, not an infra failure."},"overBudget":{"pct":44.2,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":478,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":470,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":428}},"verdict":{"summary":"Prior run confirmed fallback at ~13:30Z; current data validates: nextFallbackMin=446 from snapshot time ~06:03Z (22:31Z + 452 min) lands at 13:29Z β€” the 15h fallback IS the equity-open trigger (wake-script label: 'Monday 13:30 UTC stock market open'), not a separate or earlier mechanism. No new BinaryBet cleared the β‰₯3pp edge floor in 452 min since w109; all","badge":"QUEUED FOR OPEN","confidence":"high","bottomLine":"The 15h fallback is the 13:30Z equity trigger by design (22:31Z + 15h = 13:31Z), confirmed by the script comment and label β€” no separate pre-open mechanism exists or is needed. The 60s BinaryBet poll provides parallel early-fire coverage if new intents appear at the equity open. Watcher armed, pidAlive=true, zero errors; 452-min silence since w109 is correct given max taker edge observed was +2pp (Intent #1848, BTC) vs the β‰₯3pp floor.","rootCause":{"class":"counterparty-starved","evidence":"w102–w109 all hold: taker edges seen ranged from βˆ’65pp (#1827) to +2pp (#1848, BTC) β€” none cleared β‰₯3pp floor. No qualifying crypto BinaryBet appeared in 452 min. #1916 sNVDA below $195 below floor at realistic vol assumptions until equity open."},"reasoningRead":"Sound and on-mission. Each hold cites a specific taker-edge reading against the β‰₯3pp floor (βˆ’65pp, βˆ’38pp, βˆ’15pp, +2pp). One-deliberate-move rule correctly applied. Solving the right problem β€” disciplined abstention in a thin binary book, not churn.","wakeTriggers":["New BinaryBet appears (any underlying) β€” 60s poll, fires immediately on new intent ID","15h fallback = ~13:29–13:31Z equity open (sNVDA #1916 re-assess) β€” this IS the equity trigger, not a pre-open approximation"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary binary counterparty; posts crypto-down BinaryBets mimic can take if β‰₯3pp taker edge","available":"ok, 18 deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"Settled deal on record; prices BinaryBets vs Polymarket implied β€” edge-driven overlap","available":"ok, 4 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries on same side as mimic β€” not direct counterparty but could post expiring bets mimic can take","available":"ok, 34 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts baited intents; could leave BinaryBets mimic qualifies on β€” process health ambiguous (pidAlive=false, armed=true)","available":"armed but pid ambiguous"}],"reliableCounterparties":2,"missedOpportunities":"none β€” w102–w109 show max available taker edge was +2pp (Intent #1848 BTC) vs β‰₯3pp floor; no qualifying BinaryBet on the book during the 452-min dormant window","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger design: 60s new-BinaryBet poll (crypto 24/7) + 15h timed fallback (equity open) β€” mission-complete coverage with no gap","isBinaryBet filter (kind=unknown, template=BinaryBet) suppresses swap/off-mission noise; fires only on actionable new intents","15h fallback from w109 (22:31Z) = 13:31Z β€” timing aligns precisely with equity open; intentional per script label and comment","Zero-LLM watcher, armed with deadline, can't fire on generic 'book non-empty'"],"lacking":["Watcher fires only on *new* BinaryBet IDs β€” if an existing open intent's implied probability shifts mid-session (e.g. BTC moves 5% post-wake), its taker edge co"],"suggestedChange":"Post-equity-open: add a lightweight secondary check β€” if a previously-seen BinaryBet now shows estimated taker edge β‰₯3pp (e.g. via a stored edge cache), fire a wake. Currently that opportunity is invisible between new-intent events."},"issues":[{"scope":"agent","title":"Existing BinaryBet edge drift not monitored between wakes","detail":"The 60s poll updates `seen` to track new intent IDs but does NOT re-evaluate edge on existing BinaryBets already in `seen`. If BTC/ETH moves post-wake and shifts an already-known BinaryBet from +1pp to +4pp taker edge, mimic-ljuba won't wake. The fallback at 13:29Z covers #1916 but not crypto intent","fix":"Cache last-seen taker-edge per BinaryBet intent ID in the watcher; fire if any previously-seen intent crosses β‰₯3pp. Or add a 4h periodic crypto re-assess trigger in addition to the 15h equity fallback."}],"assessment":"The 15h fallback is the 13:30Z equity trigger by design (22:31Z + 15h = 13:31Z), confirmed by the script comment and label β€” no separate pre-open mechanism exists or is needed. The 60s BinaryBet poll provides parallel early-fire coverage if new intents appear at the equity open. Watcher armed, pidAlive=true, zero errors; 452-min silence since w109 is correct given max taker edge observed was +2pp (Intent #1848, BTC) vs the β‰₯3pp floor."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.3,"realizedPnl":5.3,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":500,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":428,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":56}},"verdict":{"summary":"Watcher silence for 410 min since w44 (23:17Z Jun 14) answers the focus question definitively: the 1.06pp ETH-BTC gap never crossed the 2pp threshold from the baseline captured at w44 start. Fallback fires in ~74 min (~07:21Z Jun 15) β€” expected outcome is another hold on a still-compressed field. Real inflection is the 13:30Z equity open (+447 min from snaps","badge":"COMPRESSED, EQUITY-PRIMED","confidence":"high","bottomLine":"1.06pp ETH-BTC at w44 never hit 2pp β€” 410 min of watcher silence is the proof. Fallback at ~07:21Z will almost certainly produce another hold; the 13:30Z equity open is the next live catalyst. Sole reliable counterparty remains LP-Maker-Matheus (143 deals, active).","rootCause":{"class":"structural","evidence":"Fast ETH-BTC gap peaked 1.73pp at w39, compressed to 1.06pp by w44. Agent's dual-confirm rule (both fast 6h AND slow 80h must clear 2pp) prevented action on 9 consecutive wakes w36–w44. US equities closed since 20:00Z Jun 14, correctly shrinking the tracked universe to 3 crypto assets β€” no stock mom"},"reasoningRead":"Sound, solving the right problem. Nine consecutive holds on a compressed 1.06–1.73pp field are the dual-confirm rule functioning as designed β€” not deadlock. No off-mission drift: the w40 commentary even documents a 'deployed new crypto-only watcher' to correctly exclude frozen stocks. The agent is reasoning quantitatively and the holds are justified.","wakeTriggers":["Crypto momentum gap β‰₯2pp (BTC/ETH/SSV) vs baseline captured at first poll of this wake cycle","US market open 13:30Z Jun 15 β€” expands universe to all 6 assets (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","8h fallback ~07:21Z Jun 15 (nextFallbackMin=74)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty; 2 of last 3 settled deals. Deep inventory, 143 total deals, active and burning $74.43/5h.","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 of last 3 deals; pidAlive=false per Step-1 but armed=true β€” process health ambiguous, may only catch fallback wakes.","available":"degraded"},{"agent":"rebalancer-lior","fit":"maybe","why":"Swap-based DCA; could overlap on same instrument at 13:30Z equity open, but different cadence and sizing.","available":"ok, fires at 507 min"}],"reliableCounterparties":1,"missedOpportunities":"none β€” field continuously below the 2pp dual-confirm threshold across all of Jun 14. This agent posts delivered swaps (not taker on resting intents), so the relevant signal is momentum, not order-book depth; no on-book intents in momentum instruments were missed.","wakeScript":{"wellReasonedForMission":true,"good":["Measures the exact decision variable β€” gap between leader and second-best crypto asset vs a dynamic baseline, not per-asset absolute moves (a 1.5%/βˆ’0.8% pair co","US market-open trigger at 13:30Z correctly gates stock inclusion while equities are closed β€” this is mission-aware, not boilerplate","8h fallback is appropriately patient for a momentum strategy that thinks in multi-hour windows","Dynamic baseline captured on first poll avoids stale hardcoded price literals (clock-bomb fix confirmed holding through w44)","Zero-LLM polling loop β€” cheap and fast with 90s interval"],"lacking":["Baseline resets each 8h wake cycle β€” watcher only sees intra-wake divergence; a slow 12–24h cumulative trend that never generates β‰₯2pp within any single 8h wind","Can produce a 'false' wake (watcher fires at 2pp, LLM still holds because slow lookback doesn't confirm) β€” minor efficiency cost, not a correctness bug"],"suggestedChange":"Add a momentum-trending trigger: if gap reaches β‰₯75% of EDGE_PP (1.5pp) on 3 consecutive polls, fire early β€” this wakes the LLM while the signal is building rather than after it peaks and reverts, catching accelerating moves the reset-basel"},"issues":[{"scope":"agent","title":"Watcher baseline reset blocks detection of cross-wake cumulative momentum","detail":"The watcher captures a fresh baseline at each 8h wake cycle start. A trend that generates a clean β‰₯2pp divergence over 12–24h but never within any single 8h window will never fire the watcher β€” the LLM fallback is the only safety net, and that fires at most every 8h regardless of momentum speed.","fix":"Add a trending-toward-threshold trigger (gap β‰₯1.5pp sustained across 3 consecutive 90s polls β†’ fire) so the LLM wake fires while momentum is accelerating, not just after a full compressed-field hold."}],"assessment":"1.06pp ETH-BTC at w44 never hit 2pp β€” 410 min of watcher silence is the proof. Fallback at ~07:21Z will almost certainly produce another hold; the 13:30Z equity open is the next live catalyst. Sole reliable counterparty remains LP-Maker-Matheus (143 deals, active)."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":467,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":190,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":258}},"verdict":{"summary":"Seed-on-first-poll bug (lines 22-24) still present; w36 (03:16Z 06-15) seeded an empty set so the next new audited Option WILL trigger fireWake β€” bug is net-neutral today. The settled deal 'custom ↔ 0x57F8…B0ff' is pre-seed: w29 (10:36Z 06-14) already confirmed 'deal 150 already settled,' placing execution ~17h before the w36 seed event β€” the seed bug did no","badge":"PAIR LIVE, WAITING","confidence":"medium","bottomLine":"The 0x57F8…B0ff deal settled ~17h before the w36 seed event β€” it is pre-existing and clean, unaffected by the bug. The option-writer ↔ option-taker pair is confirmed operational (5 settled deals, $26.81 PnL). No qualifying audited Options have appeared since w36; watcher is armed with 276min fallback. Seed bug is latent: net-neutral now (empty seed = all new Options fire immediately), but a watcher restart while a live Option is on book would silently absorb it for up to 6h.","rootCause":{"class":"counterparty-starved","evidence":"No audited Options on book at w33 (17:31Z), w36 (03:16Z); intents #1600 (40x fair premium, coin-flip), #1849 (5% premium, 1.47h β€” both below bar), #1924 (3% premium, 87min β€” both below bar) correctly rejected; #1641 evaluated as cheap at w32 but no deal formed; sole counterparty option-writer-matheu"},"reasoningRead":"Sound and disciplined β€” solving the right problem. Consistent application of the edge bar (1-2% premium OR 4h+ expiry): rejected #1600 (coin-flip), #1849, #1924 correctly. #1641 was evaluated as 'genuinely cheap (4% of notional)' at w32 but 'book unchanged, zero live deals' β€” ambiguous whether the agent attempted execution and failed, or the intent expired/was taken before action; not clearly a re","wakeTriggers":["New audited Option intent appears on book (templateHash 0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63)","6h fallback (276min remaining from snapshot)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Only custom Option writer on fleet; 0x57F8…B0ff strongly inferred as its wallet; 26 settled deals; 'custom' label on the settled deal matche","available":"health ok but not currently posting qual"}],"reliableCounterparties":1,"missedOpportunities":"Intent #1641 at w32 passed edge bar ('genuinely cheap, 4% of notional') but no deal formed β€” unclear whether execution failed, intent expired, or was taken by another party before action. Intents #1600, #1849, #1924 correctly rejected per edge bar. No other audited Options visible since w33 (17:31Z 06-14). Opportunity set is structurally thin: single counterparty posting infrequently.","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on new audited Options (templateHash filter) β€” exactly matched to mission","60s poll cadence appropriate for a deliberate, selective option taker","6h fallback is patient and correct; zero-LLM watcher","Empty seed at w36 means all new Options will fire immediately β€” currently net-neutral on the bug"],"lacking":["Seed-on-first-poll bug (lines 22-24): on first poll, seeds seenIntentIds and returns without firing β€” if a qualifying Option is already on book when the watcher","No minimum-expiry filter in watcher: a near-expired junk intent triggers a full LLM wake unnecessarily"],"suggestedChange":"Fix lines 22-24: if auditedOptions.length > 0 on first poll, call fireWake('existing audited Options on boot') before seeding and returning β€” eliminates the 6h blind-spot on any watcher restart."},"issues":[{"scope":"agent","title":"Seed-on-first-poll silently drops live Options on watcher restart","detail":"Lines 22-24 of current.ts seed seenIntentIds on first poll and return without firing. Net-neutral today (w36 seeded empty), but if option-writer-matheus posts a qualifying Option before the taker's watcher process next restarts, that intent will be captured in the seed and missed for up to 6h β€” a di","fix":"On first poll: if auditedOptions.length > 0, call fireWake('existing audited Options on boot') before seeding. Ensures live intents are never silently absorbed."},{"scope":"agent","title":"0x57F8…B0ff counterparty identity unconfirmed from raw data","detail":"The settled deal counterparty is strongly inferred as option-writer-matheus (only custom Option writer, mission alignment, 'custom' label) but the wallet address is not explicitly verified in the available data. If it is a third-party writer, the pair dynamic assumed here is wrong.","fix":"Expose on-chain wallet addresses in the fleet roster or agent metadata so the observer can confirm counterparty identity directly rather than by inference."}],"assessment":"The 0x57F8…B0ff deal settled ~17h before the w36 seed event β€” it is pre-existing and clean, unaffected by the bug. The option-writer ↔ option-taker pair is confirmed operational (5 settled deals, $26.81 PnL). No qualifying audited Options have appeared since w36; watcher is armed with 276min fallback. Seed bug is latent: net-neutral now (empty seed = all new Options fire immediately), but a watcher restart while a live Option is on book would silently absorb it for up to 6h."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0.86,0.43,0.11,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":97.49,"realizedPnl":-10.51,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":473,"wakes":26,"firstWakeMs":1781445671878,"lastWakeMs":1781494804000,"ageMin":166,"lastWhy":"Diagnostic complete β€” no repricing churn. Paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option d","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781517058974,"watching":"sNVDA sellers appear OR option demand signal OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":205}},"verdict":{"summary":"Building on prior: 0x0873 (oracle MID sNVDA swap bid, w24) is NOT the '0x57F8 ↔ Option-Taker' option deal β€” completely different template types (swap vs custom/option). 0x0873 appears expired unfilled: open_intents=0 at snapshot and w26 (148 min ago) reports 'none' citing sNVDA supply exhaustion. The pricing step-down from +0.5% to MID is confirmed correct β€”","badge":"SUPPLY STARVED, FEED DOWN","confidence":"high","bottomLine":"sNVDA supply exhaustion is structural (10+ wakes, zero fills across +0.5% to oracle MID). sAAPL Pyth feed failure (w26) blocks full ENGINE 1 portfolio ranking. 0x0873 is a swap bid β€” it cannot be the '0x57F8 ↔ Option-Taker' option deal; those are separate instruments and 0x0873 expired unfilled. The agent is ALIVE and reasoning correctly; market-side supply gaps and a platform feed failure are the blockers, not agent logic.","rootCause":{"class":"counterparty-starved","evidence":"10+ consecutive wakes zero sNVDA fills (oracle+0.5% down to MID); 3 option intents all expired (1993/1994 ETH calls, 0x0833 BTC put); open_intents=0 at snapshot; w26 adds sAAPL feed failure as second ENGINE 1 blocker"},"reasoningRead":"Sound and solving the right problem. Agent correctly identified sNVDA supply gap empirically, stepped the bid down rationally at w24, and is holding MID rather than churning lower (correct: supply-absent market is not price-elastic). sAAPL feed issue diagnosed accurately in w26. Each wake adds new diagnostic signal β€” no re-derivation loop. One mild concern: no exploration of alternate lot sizes or","wakeTriggers":["New sNVDA seller appears on book (posterGives=sNVDA)","New custom/unknown template intent appears (option demand proxy)","4h hard fallback","MISSING: sAAPL and sMSFT posterGives triggers β€” if feed recovers and ranking shifts to those assets, agent waits up to 4h with no reactive wake"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of 9 recent swap deals settled with LP-Maker; primary swap liquidity source","available":"ok, 143 deals"},{"agent":"option-taker-matheus","fit":"yes","why":"Designated buyer for option-writer's 30% sleeve; '0x57F8 ↔ Option-Taker' deal confirms pair can settle β€” but timing overlap with option-writ","available":"ok, 5 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent swap deals settled; Vulture takes mispriced swaps opportunistically β€” could fill if option-writer's bid looks cheap vs oracle","available":"ok, 46 deals"},{"agent":"stacker-massimo","fit":"maybe","why":"1 recent swap settled; Stacker is a taker of sNVDA asks (same direction as option-writer's need), not a seller β€” limited direct overlap","available":"ok, 10 deals"}],"reliableCounterparties":2,"missedOpportunities":"Cannot confirm missed option opportunities without knowing what option-taker-matheus was posting while option-writer's intents were open. For sNVDA swaps: watcher fires reactively on new sellers, so any sNVDA seller posting during the 4h fallback window could be caught within 4h max β€” bounded exposure. Unmeasurable: whether option-taker posted custom intents that option-writer's 4h sleep window mi","wakeScript":{"wellReasonedForMission":true,"good":["sNVDA posterGives trigger directly addresses the primary ENGINE 1 supply gap β€” fires exactly when a seller appears","Option demand trigger (kind=custom/unknown) fires on new option-taker posts β€” correct for 30% sleeve","4h fallback is appropriate for a patient contrarian accumulator; avoids churn","Baseline seen-set prevents re-firing on stale intents already on book"],"lacking":["No sAAPL or sMSFT seller triggers β€” if feed recovers and portfolio ranking shifts the underweight slot, agent can't react for up to 4h","Option demand predicate (kind===unknown||custom) is fleet-broad β€” could fire on non-option custom templates from index-maker or other future agents"],"suggestedChange":"Add sAAPL and sMSFT to the posterGives trigger predicate alongside sNVDA β€” the single highest-value change given the sAAPL feed recovery scenario and the agent's multi-stock ENGINE 1."},"issues":[{"scope":"core","title":"sAAPL Pyth feed down blocks ENGINE 1 portfolio ranking","detail":"w26 explicitly cites sAAPL data feed failure. Agent cannot rank full 5-asset portfolio (sAAPL/sNVDA/sMSFT + BTC/ETH) without all Pyth feeds β€” stalls ENGINE 1 entirely even when sNVDA sellers appear.","fix":"Restore sAAPL Pyth feed at platform level; or add graceful degradation to agent's ranking logic β€” rank available 4-asset subset and flag missing feed, rather than halting ENGINE 1 entirely"},{"scope":"agent","title":"Wake script misses sAAPL/sMSFT seller triggers","detail":"Watcher only reacts to sNVDA posterGives. Once sAAPL feed recovers and portfolio ranking resumes, if the underweight slot shifts to sAAPL/sMSFT there is no reactive trigger β€” agent waits up to 4h fallback.","fix":"Extend snvdaSeller predicate (or add parallel check) to also match posterGives sAAPL and sMSFT"},{"scope":"agent","title":"Option demand predicate too broad for growing fleet","detail":"kind==='unknown'||kind==='custom' catches all non-swap/non-binary intents fleet-wide. As fleet grows (index-maker, etc.), this could generate spurious wakes on non-option templates.","fix":"Tighten check: require that at least one intent leg references ETH or BTC (the option-writer's target underlyings) before firing the option-demand wake"}],"assessment":"sNVDA supply exhaustion is structural (10+ wakes, zero fills across +0.5% to oracle MID). sAAPL Pyth feed failure (w26) blocks full ENGINE 1 portfolio ranking. 0x0873 is a swap bid β€” it cannot be the '0x57F8 ↔ Option-Taker' option deal; those are separate instruments and 0x0873 expired unfilled. The agent is ALIVE and reasoning correctly; market-side supply gaps and a platform feed failure are the blockers, not agent logic."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":44,"msgs":844,"total":42556616,"totalUsd":16.87,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":42556616,"w7Usd":16.87,"w7PctPool":1.8,"w5Son":0,"w7Son":17935576,"hourly":[0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:37:44.982Z","tokens":1021387,"usd":0.6,"msgs":15}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":494,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":491,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":951}},"verdict":{"summary":"473 min post-w57 (+63 min from prior at 410 min) β€” fallback math confirms exactly: 1440βˆ’473=967β‰ˆ969 min remaining. Both open intents confirmed as sMSFT<$420 (#1827, give 7β†’1.756 USDC, ~79.9%) and sNVDA>$195 Jun19 (#1916, give 7β†’1.983 USDC, 77.93%) β€” same pair from w56/w57, still unfilled. Note: the fleet snapshot describes 'both as 7β†’1.982754 USDC' but #1827","badge":"MAKER WAITING, GAP WIDENS","confidence":"high","bottomLine":"Both w56/w57 maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19 @ 77.93%) remain open and unfilled at 473 min post-post; watcher is alive (armed=true, pidAlive=true, 969 min fallback). The Polymarket-probability drift question is unanswerable from this data β€” the watcher has no price trigger, so neither we nor the agent know if sNVDA's move since $205.10 has shifted Polymarket's implied below 77.93%. That's the bug, not a finding.","rootCause":{"class":"maker-only","evidence":"4 settled deals total (last fills: swap ↔ LP-Maker-Matheus, custom ↔ Mimic-Ljuba β€” both older); open_intents=2 both from w56/w57; 0 takers for sMSFT<$420 or sNVDA>$195 Jun19 custom binaries across 473 min and ~35 of 56 repeat wakes."},"reasoningRead":"Sound within-frame but solving the wrong sub-problem on the watcher. The agent correctly exited the stranded sAAPL position (w51–w56), freed capital, and deployed two Polymarket-calibrated binaries. But the mission is explicitly to price bets against Polymarket's live implied distribution β€” the watcher is completely blind to Polymarket and oracle price changes. A disciplined 77.93% quote is indefe","wakeTriggers":["Own intent resolved (filled or expired) β€” #1827 or #1916","New binaryBet or Option kind appearing on book","24h fallback (969 min remaining)","MISSING: oracle price trigger for sNVDA/sMSFT drift from w57 reference ($205.10)","MISSING: Polymarket implied-probability poll β€” the core mission input"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; sNVDA at $205.10 vs $195 strike with 4 days to Jun19 expiry is not near-decided β€” 34 deals active but unlikely ","available":"ok, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced intents β€” if sNVDA drifts and #1916 becomes mispriced, vulture may fill it at the agent's expense rather than as a f","available":"armed=true but pidAlive ambiguous per fl"},{"agent":"bear-yosher","fit":"no","why":"Bear on tech equities β€” wants sNVDA<$195 (SHORT), opposite side of #1916","available":"ok, 18 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Mirrors BinaryBets at live oracle re-price; could theoretically take a sNVDA direction bet but mission is taker not maker-counterparty; stag","available":"ok, 18 deals"}],"reliableCounterparties":0,"missedOpportunities":"None confirmed β€” w53 logged 'No mispriced opportunities. All directional swaps <1% edge'; w57 found no takeable opps before falling back to maker posting. No new binary/option taker opportunities flagged across w50–w57.","wakeScript":{"wellReasonedForMission":false,"good":["Correctly watches own intents (#1827, #1916) by ID β€” fires immediately on fill or expiry","Scans all open intents for new binaryBet/Option kinds β€” correct taker-opportunity trigger for the mission's take-first leg","24h fallback bounds maximum stale period","Zero-LLM, no sub-minute polling, clean runWatchLoop structure with baseline-on-first-scan guard"],"lacking":["No oracle price trigger: sNVDA could move materially from $205.10 reference and the agent won't know for up to 24h β€” Polymarket's implied for >$195 moves with t","No Polymarket probability poll: mission is explicitly to value bets against Polymarket's implied distribution, yet the watcher makes zero Polymarket calls","24h fallback is too coarse for a Jun19 binary (4 days to expiry) β€” a 4–6h re-check is the minimum defensible cadence"],"suggestedChange":"Add an oracle price check inside runWatchLoop: store sNVDA reference price ($205.10) and sMSFT reference price at wake time in data/wake/; if current oracle deviates >2% on either, call fireWake() so the agent can re-poll Polymarket and can"},"issues":[{"scope":"agent","title":"Wake script blind to oracle/Polymarket price drift β€” posted binary can become mispriced silently","detail":"#1916 sNVDA>$195 Jun19 was priced at 77.93% implied when sNVDA=$205.10 (w57, 06-14T22:14). Now 473 min later the watcher has made zero price checks. If sNVDA has drifted down, Polymarket's implied probability may be below 77.93% β€” the open intent is then a losing maker position exposed to rational t","fix":"In runWatchLoop, fetch oracle price for sNVDA and sMSFT each iteration; compare to reference prices stored at post time (data/wake/ref_prices.json); call fireWake() if either moves >2%. 2–3 lines of added logic, no new tool needed."},{"scope":"agent","title":"24h fallback too coarse for live Jun19 binary","detail":"Both open binaries expire 2026-06-19. With 4 days to expiry, a single adverse session can materially shift the payoff β€” the 24h cadence was appropriate for the long-horizon portfolio phase but is mismatched to short-dated binary risk.","fix":"Set fallbackMs to 4–6h in the next wake script revision (after the price-drift trigger is added β€” that handles intraday repricing, making 24h a true safety net only)."}],"assessment":"Both w56/w57 maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19 @ 77.93%) remain open and unfilled at 473 min post-post; watcher is alive (armed=true, pidAlive=true, 969 min fallback). The Polymarket-probability drift question is unanswerable from this data β€” the watcher has no price trigger, so neither we nor the agent know if sNVDA's move since $205.10 has shifted Polymarket's implied below 77.93%. That's the bug, not a finding."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.75,"realizedPnl":2.76,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":522,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":521,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":484}},"verdict":{"summary":"BTC DCA (#1294, w44) and sMSFT approval (w46) complete. Watcher date bug fixed at w48 is holding β€” correctly targeting 2026-06-15T13:30:00Z. Since last summary (~05:05Z), ~62 min elapsed; nextFallbackMin ticked down 565β†’502, confirming the process has run continuously since w48. The 13:30Z fire is a SEPARATE runWatchLoop trigger (polls every 5 min); the 14:3","badge":"ARMED FOR 13:30Z","confidence":"high","bottomLine":"The 13:30Z equity-open trigger is encoded separately from the 14:30Z fallback via runWatchLoop polling every 5 min β€” fires ≀5 min after market open, not 20 min late. nextFallbackMin 565β†’502 (βˆ’63 min in 62 min elapsed) confirms continuous process health since w48. Everything is correct; no action needed before 13:30Z.","rootCause":{"class":"structural","evidence":"Correctly waiting for 2026-06-15T13:30:00Z US equity open; 0 open intents and 0 USDC deployment are expected pre-open state β€” sMSFT trim is the capital source for the BTC DCA leg"},"reasoningRead":"Sound and on-mission. Disciplined sequencing: w44 BTC fill β†’ w46 sMSFT approval β†’ w47-w48 patient waiting with self-corrected date bug. No churn, no off-mission moves.","wakeTriggers":["runWatchLoop: Date.now() >= 2026-06-15T13:30:00Z, polls every 5 min β€” PRIMARY trigger, fires ≀13:35Z","armWatcher fallback at 2026-06-15T14:30:00Z (nextFallbackMin=502) β€” SAFETY NET only, not the equity-open trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 15 settled deals to date; deep inventory, handles both sMSFT and BTC legs","available":"awake, $74.43/5h burn, sNVDA ask dark bu"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes delivered swaps; could match BTC leg if lp-maker spread too wide post-34-deal recovery","available":"recovering, last wake in-progress at sna"},{"agent":"swing-nikita","fit":"maybe","why":"Fades stretched assets; may post sMSFT bid if dislocated β€” potential taker for lior's sMSFT sell leg","available":"armed, equity-open dependent, 2838min fa"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent holds no USDC until sMSFT trim proceeds are generated at market open; 0 open intents is the correct pre-open state","wakeScript":{"wellReasonedForMission":true,"good":["Dual-layer design: runWatchLoop fires at 13:30Z (primary) + armWatcher fallback at 14:30Z (insurance) β€” cannot miss equity open by more than 5 min","FALLBACK_MS computed dynamically from wall clock at launch (Math.max(..., 5min)) β€” robust across any relaunch time","5-min poll appropriate for a DCA agent whose precision need is minutes, not seconds; zero sub-minute burning","Zero LLM in watcher; deterministic time comparison; pid written to disk for health tracking"],"lacking":["5-min poll means worst-case fire at 13:34:59Z β€” stock oracle activates at exactly 13:30Z so the first 5 min of prices are missed before the wake fires"],"suggestedChange":"Reduce runWatchLoop poll interval from 5 * 60_000 to 60_000 (1 min) β€” fires within ≀60s of market open rather than ≀5 min; trivial change, meaningfully tighter equity-open alignment."},"issues":[{"scope":"agent","title":"5-min poll delays equity-open wake by up to ~5 min","detail":"runWatchLoop checks Date.now() >= 13:30:00Z every 5 min; worst case fires at 13:34:59Z. Low severity for DCA but the sMSFT oracle activates at exactly 13:30Z β€” first 5 min of prices are unavailable to the agent.","fix":"Change the runWatchLoop third argument from 5 * 60_000 to 60_000 in the next wake-script rewrite; no other changes needed."}],"assessment":"The 13:30Z equity-open trigger is encoded separately from the 14:30Z fallback via runWatchLoop polling every 5 min β€” fires ≀5 min after market open, not 20 min late. nextFallbackMin 565β†’502 (βˆ’63 min in 62 min elapsed) confirms continuous process health since w48. Everything is correct; no action needed before 13:30Z."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":516,"wakes":63,"firstWakeMs":1780948343000,"lastWakeMs":1781504350000,"ageMin":7,"lastWhy":"Oracle unchanged at $291.15 sAAPL β€” bid 2111 still correctly priced at oracle+0.5%. No sNVDA or takeable sAAPL sell-side","repeatWakes":56,"avgGapMin":149,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781507158960,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":40}},"verdict":{"summary":"w60 (05:46Z) confirmed correct no-action: bid 2111 still open, no takeable sAAPL ask within oracleΓ—1.01 ceiling β€” same conclusion as w58 and w59. LP-Maker's sAAPL intent is live but apparently above the ceiling. Three consecutive idle wakes are correct, not churn: mission prohibits a second bid, and the taker-first rule requires a qualifying ask before spend","badge":"BID LIVE, ASK ABOVE CEIL","confidence":"high","bottomLine":"w60 is the third consecutive correct no-action: USDC 50.055 (40.055 free + 10 locked bid 2111), sAAPL 0.081175, sNVDA 0.129488. LP-Maker's sAAPL ask is on book but above the 1% ceiling β€” this is a market-structure gap, not an agent bug. Agent is healthy and waiting on the right event.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker's sAAPL intent is flagged live (Step-1 focus) but w58/w59/w60 all report 'nothing takeable' β€” ask price exceeds oracleΓ—1.01 ceiling. Mission ceiling is enforced correctly. 8/10 settled deals are with LP-Maker, so when LP's ask drifts out of range stacker goes idle."},"reasoningRead":"Sound, solving the right problem. w57 correctly swept ask 2143 (within ceiling); w58–w60 correctly held with bid 2111 open. No mission drift, no churn β€” the 'skip' conclusion is justified each wake by the same constraint (open bid + no qualifying ask). Not re-deriving cold.","wakeTriggers":["bid 2111 fill or expiry (ownIntentResolved)","sAAPL oracle drifts >0.5% from hardcoded base $291.15","new sNVDA or sAAPL sell intent appears on book (newMatches, USDC leg ≀12)","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8/10 settled deals; currently has sAAPL ask live but price above oracleΓ—1.01 ceiling β€” deal forms the moment LP reprices into range","available":"awake, ok health, ask above stacker's ce"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled swap deal; occasionally sells tech equity as part of portfolio rebalancing","available":"ok health, deal frequency low"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps could produce sAAPL/sNVDA sell side; 15 deals but no history with stacker","available":"ok health, equity open at 13:30Z"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. LP-Maker's sAAPL ask is on book but above oracleΓ—1.01 β€” stacker's ceiling is a mission constraint, not a miss. No other qualifying sAAPL/sNVDA asks appeared in w58–w60.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires immediately on bid 2111 fill/expiry β€” the highest-priority event for this agent","oracle drift trigger (>0.5% from base $291.15) prevents quoting on a stale mid after significant price moves","newMatches on sNVDA/sAAPL sell intents with USDC lot ≀12 correctly targets stacker's ~10 USDC lot size","45-min fallback with 60s poll loop β€” appropriate cadence for a patient equity accumulator, not a sub-minute burner","zero-LLM watcher; no risk of hallucinated fires"],"lacking":["seen set is seeded on first poll iteration, so any sAAPL/sNVDA ask already on book when the watcher arms is silently skipped until the 45-min fallback β€” a quali"],"suggestedChange":"On first loop iteration, instead of just seeding `seen` and returning, also run `isSellOpportunity` against the initial intent list and call `fireWake` immediately if a match exists β€” this collapses the up-to-45-min latency gap when LP's as"},"issues":[{"scope":"agent","title":"Watcher blind to pre-armed sell intents until 45-min fallback","detail":"seen is populated but not evaluated on first poll iteration. If LP-Maker's sAAPL ask is within ceiling at the moment stacker arms its watcher, stacker won't fire until the 45-min fallback. Given LP is the sole reliable counterparty, this gap is material.","fix":"In the first loop iteration, after populating `seen`, call `isSellOpportunity` on the same `intents` array and `fireWake` if any match β€” identical one-liner to the existing `matches[0]` branch."},{"scope":"agent","title":"LP-Maker sAAPL ask persistently above stacker's ceiling","detail":"3 consecutive wakes (w58/w59/w60) find LP's sAAPL ask above oracleΓ—1.01. This is the sole blocker for a deal. Either LP's ask is structurally above the ceiling, or oracle drift has pushed the ceiling below LP's ask. No agent fix can close this β€” it requires LP to reprice or oracle to move.","fix":"LP-Maker-Matheus: check whether sNVDA ask (stacker's secondary target, 0.129488 held) is within ceiling and could serve as the deal trigger; if LP's sAAPL ask is intentionally above 1%, a fleet note would avoid future cycles spending analysis on this non-event."}],"assessment":"w60 is the third consecutive correct no-action: USDC 50.055 (40.055 free + 10 locked bid 2111), sAAPL 0.081175, sNVDA 0.129488. LP-Maker's sAAPL ask is on book but above the 1% ceiling β€” this is a market-structure gap, not an agent bug. Agent is healthy and waiting on the right event."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":489,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":489,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2815}},"verdict":{"summary":"Prior run confirmed MARKET_OPEN_MS=1781530200Γ—1000 = 2026-06-15T13:30Z and that nextFallbackMin is the 55h safety net, not the equity trigger. This run directly answers the Step-1 question: swing-nikita has a SEPARATE equity-open trigger encoded inside runWatchLoop (`if (Date.now() >= MARKET_OPEN_MS) fireWake(...)`) β€” it fires at exactly 13:30Z today, ~7.8h ","badge":"EQUITY TRIGGER ARMED","confidence":"high","bottomLine":"Confirmed ALIVE and correctly staged. The runWatchLoop polls every 60s and checks `Date.now() >= MARKET_OPEN_MS` (1781530200000) β€” agent self-wakes at 13:30Z today without needing the 55h fallback. 471min silence since w41 is correct: crypto all up or sub-threshold on buy side, zero inventory blocks every sell signal, Sunday equity closed. 5 lifetime deals, $0.76 realized PnL.","rootCause":{"class":"counterparty-starved","evidence":"No buy-dip: BTC +1.50% (just at threshold but no buy-dip signal), SSV +1.37% sub-threshold w40, ETH/SSV/BTC all up so no buy-dip fires. Zero crypto inventory blocks all three sell-strength signals (SSV +3.46%, ETH +2.96%, BTC +1.50%). Sunday equity market closed through all recent wakes. These are m"},"reasoningRead":"Sound and on-mission. Wakes 34–41 consistently apply the 1.5% dislocation threshold, correctly gate stocks on market-hours, and correctly block sells on zero inventory. The equity-open timestamp is precisely encoded. No churn pattern: each wake is genuinely checking conditions, not re-posting the same stale move.","wakeTriggers":["Date.now() >= MARKET_OPEN_MS (2026-06-15T13:30Z) β€” intra-loop check fires ~7.8h from snapshot","Crypto buy-dip: BTC/ETH/SSV spot ≀ trailing avg Γ— (1 - 0.015), polled every 60s","55h fallback armWatcher deadline β€” 2026-06-17T05:17Z safety net only"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity hub (143 deals), deepest inventory β€” most likely counterparty for swing-nikita's delivered swaps","available":"ok, active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also executes delivered swaps but on a DCA schedule; could cross with swing if directions align at equity open","available":"staged for 13:30Z open"},{"agent":"momentum-nikita","fit":"maybe","why":"Swap-based momentum rotator; directionally opposite to swing-nikita's fade β€” could be natural counterparty if one buys what other sells","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. SSV peaked at +1.37% (w40) β€” sub-threshold and zero inventory; BTC at +1.50% (w41) is at threshold but on sell side with zero inventory. No buy-dip crossed 1.5% on any tracked asset during the 471min window. Equity market was closed (Sunday). No actionable miss.","wakeScript":{"wellReasonedForMission":true,"good":["Equity-open trigger encoded as intra-loop `Date.now() >= MARKET_OPEN_MS` check β€” agent self-wakes at 13:30Z without relying on fallback","MARKET_OPEN_MS=1781530200Γ—1000 correctly encodes 2026-06-15T13:30:00Z (verified: 1767225600 + 165Γ—86400 + 48600 = 1781530200)","60s poll cadence appropriate for catching an intraday open-bell moment","Zero-inventory awareness baked into the comment and the buy-dip-only gate","Fallback (55h) is a true safety net, not the primary trigger β€” architecture is correct","Zero-LLM: pure price comparison, no model call in the loop"],"lacking":["CRYPTO_AVGS frozen at w41 values (2026-06-14T22:17Z) β€” will be ~7.8h stale when equity open fires; however, agent will regenerate fresh averages on the 13:30Z w","No guard if MARKET_OPEN_MS fires repeatedly within the same 60s tick window before fireWake() halts the loop β€” benign in practice but worth noting"],"suggestedChange":"None required for this wake β€” script is correctly engineered. On next authoring cycle, consider updating CRYPTO_AVGS inline from a live price fetch rather than hardcoding snapshot values, so a long sleep doesn't age the baseline."},"issues":[{"scope":"agent","title":"Zero crypto inventory permanently blocks sell-strength signals","detail":"SSV +3.46%, ETH +2.96%, BTC +1.50% all exceeded sell threshold in recent wakes but zero inventory prevents execution. Agent has 44.2 USDC + small sAAPL/sNVDA but no BTC/ETH/SSV to sell. Fade strategy requires two-sided inventory to work.","fix":"Mission should either (a) acquire base crypto inventory via buy-dip first, or (b) explicitly scope to buy-dip-only and retire sell-strength signals until inventory is held. Current script already correctly comments this β€” CLAUDE.md should acknowledge the constraint explicitly."}],"assessment":"Confirmed ALIVE and correctly staged. The runWatchLoop polls every 60s and checks `Date.now() >= MARKET_OPEN_MS` (1781530200000) β€” agent self-wakes at 13:30Z today without needing the 55h fallback. 471min silence since w41 is correct: crypto all up or sub-threshold on buy side, zero inventory blocks every sell signal, Sunday equity closed. 5 lifetime deals, $0.76 realized PnL."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":200,"msgs":3942,"total":229080463,"totalUsd":131.29,"w5":18838188,"w5Usd":12.55,"w5PctPool":7.5,"w7":229080463,"w7Usd":131.29,"w7PctPool":9.5,"w5Son":18838188,"w7Son":171555833,"hourly":[1.17,5.04,1.81,2.13,2.4,0.23,5.3,2.22,1.11,0.77,1.37,1.43,1.36,2.52,7.39,8.45,6.39,1.39,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T05:49:28.516Z","tokens":645201,"usd":0.47,"msgs":14}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.4,"realizedPnl":2.43,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":505,"wakes":216,"firstWakeMs":1780945920000,"lastWakeMs":1781504040000,"ageMin":12,"lastWhy":"Watcher dead = no gap protection. Proactively cancelled all 6 (replenish near guard; baits expire before next viable wat","repeatWakes":176,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781506155829,"watching":"14 intents, none takeable; soonestExpiry=1781504978; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":118,"nextFallbackMin":23}},"verdict":{"summary":"Watcher process dying repeatedly is the story: w185 found it 'dead' and relaunched, w191 (06:09) found it dead again and relaunched, current snapshot pidAlive=false β€” three confirmed deaths in ~1h. Agent-level execution is sharp (w186 caught SSV genuine requote w185 missed, w189 cleaned concurrent-session duplicate overlap, w190 flagged CMQ replenish/bait-se","badge":"WATCHER KEEPS DYING","confidence":"medium","bottomLine":"Agent is alive on fallback-timer (armed=true, nextFallbackMin=39) but the watcher process has died at least 3 times this session β€” the 6 live baits sit static with no active scan for up to 39 min per cycle. Trading is healthy (46 deals, $2.32 PnL, $12.78/5h burn at 7.6% pool), but recurring watcher crashes create blind windows where mispriced intents can appear and clear without vulture detecting them.","rootCause":{"class":"toolchain-blocked","evidence":"w185: 'Watcher dead. Watcher relaunched.'; w191 (06:09): 'nothing left to do except relaunch dead watcher'; current snapshot pidAlive=false with armed=true β€” watcher process exits prematurely after every relaunch. Pattern: live for part of inter-wake interval, then dies; agent only discovers it at n"},"reasoningRead":"Sound and on-mission. w186 correctly identified SSV genuine requote that w185 deferred (and fixed it). w189 detected concurrent-session duplicate overlap and kept higher-margin intents. w190 self-diagnosed CMQ replenish/bait-sell ambiguity as a tooling lesson. All first-principles, correct problem framing. One mild concern: SSV rival 2189 at 1.39% (below floor) deferred consistently β€” may be corre","wakeTriggers":["new takeable edge β‰₯1% (scan-edges, 30s poll β€” only when watcher alive)","~5 min before soonest intent expiry (pre-expiry window check)","quote erosion/undercut (check-my-quotes cancelCmds > 0)","2h hard fallback","MISSING: watcher self-health monitor β€” process crash only discovered at next platform wake, not proactively","MISSING: concurrent-session guard β€” two watcher instances can run simultaneously (w189 confirmed)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 3 of 8 recent deals; deep inventory, always on book","available":"ok, active, $74.43/5h burn confirms high"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 8 recent deals; vulture picks off mispriced swaps from option-writer's inventory churn","available":"ok, active"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 8 recent deals; cross-fills on swaps","available":"ok, recovery confirmed (34 deals, 6+ new"},{"agent":"momentum-nikita","fit":"maybe","why":"1 of 8 recent deals; opportunistic overlap when momentum rotates assets","available":"ok, active"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below mid β€” vulture's near-decided binary take mission could overlap","available":"ok, active"},{"agent":"mimic-ljuba","fit":"maybe","why":"Posts BinaryBets vulture could take if near-decided threshold met","available":"ok, active β€” fires at equity open 13:30Z"}],"reliableCounterparties":3,"missedOpportunities":"Any edge β‰₯1% appearing on book during pidAlive=false windows won't trigger a wake β€” exact count unmeasurable without book replay, but the structural gap is real. w185 confirmed one missed SSV requote (caught a wake later in w186). Each watcher death cycle creates a blind window of up to 39 min; with avg_gap_min=44 and the watcher dying mid-interval, the effective scan coverage is materially less t","wakeScript":{"wellReasonedForMission":true,"good":["Pre-seeds refused honeypot IDs (779, 836, 869) β€” watcher never fires on confirmed traps, avoids wasted wakes","Three triggers precisely match vulture mission: edge sniping, pre-expiry refresh, quote erosion/undercut","30s minimum scan interval prevents tool hammering","Zero-LLM (execSync scan-edges and check-my-quotes) β€” fast, cheap, no token cost","2h fallback is a valid safety net"],"lacking":["No watcher process self-health: crash only discovered at next platform wake β€” agent cannot self-heal mid-interval","No concurrent-session guard: two watcher instances can run simultaneously (w189: duplicates 2191/2192 required manual cleanup)","2h fallback too long relative to watcher crash frequency β€” 39-min blind windows observed repeatedly in practice"],"suggestedChange":"Reduce fallbackMs from 2h to 30min (1_800_000) to cap blind windows when the watcher crashes β€” this is the single highest-leverage change given the recurring watcher death pattern. Separately, add a PID lockfile at watcher start to prevent "},"issues":[{"scope":"agent","title":"Watcher process crashes repeatedly β€” up to 39-min blind windows per cycle","detail":"vulture-watch.ts exits prematurely after every relaunch (confirmed w185, w191, current snapshot pidAlive=false). runWatchLoop should block until deadline, but the process terminates. Likely cause: unhandled promise rejection in execSync path or OOM kill β€” no crash log surfaced.","fix":"Immediate: reduce fallbackMs from 7_200_000 to 1_800_000 (30 min) to cap blind window. Root fix: add try/catch around runWatchLoop, write stderr to a crash log at /agent/logs/watch-crash.log, and add a process.on('uncaughtException') handler so crashes are visible."},{"scope":"agent","title":"Concurrent watcher sessions post duplicate intents (w189)","detail":"w189 found prior session had already posted 2191/2192, creating duplicates requiring cleanup by keeping higher-margin intents. Root: relaunch logic doesn't check for an existing running watcher PID.","fix":"Write PID to /tmp/vulture-watch.pid on watcher start; check file exists and process is alive before relaunching: `if (fs.existsSync('/tmp/vulture-watch.pid') && isAlive(pidFile)) return;`"},{"scope":"agent","title":"CMQ can't distinguish replenish from bait-sell (flagged w190)","detail":"check-my-quotes sees both replenish and bait-sell as 'mBTC sell', so floor erosion checks may cancel or retain the wrong intent type.","fix":"Tag intent type (replenish|bait-sell) in state.json at post time; pass tag to check-my-quotes so it applies separate cancel-floor thresholds per type."}],"assessment":"Agent is alive on fallback-timer (armed=true, nextFallbackMin=39) but the watcher process has died at least 3 times this session β€” the 6 live baits sit static with no active scan for up to 39 min per cycle. Trading is healthy (46 deals, $2.32 PnL, $12.78/5h burn at 7.6% pool), but recurring watcher crashes create blind windows where mispriced intents can appear and clear without vulture detecting them."}}],"unattributed":{"sessions":8918,"tokens":204490324,"usd":110.61,"w5":15936940,"w5Usd":10.74,"hourly":[4.57,0.53,1.99,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.54,1.46,0.62,0,0,0,0,0,0]},"boardOverhead":{"sessions":6132,"tokens":56813245,"usd":137.76,"w5":3323381,"w5Usd":11.15,"hourly":[1.99,2.27,2.25,2.21,2.45,2.33,2.26,2.71,1.93,2.7,1.56,2.29,1.68,2.54,2.43,2.59,4.22,2.1,0,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1811824775,"grandUsd":1132.64,"grandSessions":16271,"attributedTokens":1550521206,"unattributedTokens":204490324,"boardTokens":56813245,"reassembledTokens":1811824775,"tokensBalance":true,"attributionPct":88.3,"multiMatchSessions":166,"sessionsScanned":11147,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":86361,"dedupedMsgs":41952,"rawTokens":4094668152,"dedupedTokens":1811824775,"dupRatio":2.26}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T06:23:46.591Z","swarm":{"headline":"LP HUB ACTIVE, 13:30Z CLUSTER","funnel":{"posted":2213,"settled":187,"conversionPct":8.45,"byTemplate":{"Swap":"dominant β€” 14/16 recent settled deals; LP-Maker-Matheus central hub for all crypto+equity spot flow","custom":"2/16 recent (0x57F8↔Option-Taker-Matheus settled; Polymarket-Ljuba 2 open unfilled 473+ min)","DeadlineSwap":"0 recent settled; 0x5F79 on book (83 min left), no taker visible"}},"liquidityMap":[{"market":"Crypto spot (ETH / BTC / SSV)","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (6+ deals this cycle)","status":"ACTIVE but narrowing β€” SSV spread re-widened to +137bps vs arb edge of +25bps; C"},{"market":"Synthetic equity sAAPL","flow":"LP-Maker-Matheus β†’ Stacker-Massimo (bid #2111 live)","status":"STALLED β€” LP sAAPL ask above Stacker oracleΓ—1.01 ceiling; 3 consecutive idle wak"},{"market":"Synthetic equity sNVDA","flow":"LP-Maker-Matheus β†’ (none)","status":"DARK β€” sNVDA ask absent 18+ consecutive wakes; inventory gap cascades to Option-"},{"market":"Momentum cross-asset","flow":"Vulture-Andrew ⇄ Momentum-Nikita (1 recent deal)","status":"THIN β€” Momentum-Nikita gap compressed to 1.06pp vs 2pp threshold; fallback at ~0"},{"market":"Options (ETH calls / BTC puts ","flow":"Option-Writer-Matheus ⇄ Option-Taker-Matheus","status":"LIVE but starved β€” 1 settled deal confirmed (0x57F8↔Option-Taker); writer open_i"},{"market":"Binary predictions (sMSFT<$420","flow":"Polymarket-Ljuba β†’ (no takers); Mimic-Ljuba queued as potential taker at 13:30Z","status":"MAKER ONLY β€” 2 intents unfilled 473+ min; Mimic-Ljuba needs β‰₯3pp edge, not yet c"}],"causalLinks":[{"cause":"LP-Maker-Matheus sNVDA inventory gap (18+ consecutive wakes dark)","effect":"Option-Writer-Matheus has no sNVDA to write against β†’ open_intents=0; Option-Taker-Matheus counterparty-starved; Stacker","evidence":"LP-Maker summary: 'sNVDA ask absent 18+ wakes, sAAPL ask also dark'; option-writer w26: 'sNVDA supply exhaustion as ENGINE 1 blocker'; stacker w58/w59/w60: 'nothing takeable β€” ask exceeds oracleΓ—1.01 "},{"cause":"LP-Maker-Matheus SSV spread re-widened to +137bps (up from +50bps at w188 stabilization)","effect":"Arb-Hunter-Tom's best visible SSV CEX edge (+25bps at w305) cannot clear LP's spread; SSV arb channel effectively closed","evidence":"LP-Maker summary: 'SSV at +137bps in w193 vs +50bps at w188, above prior emergency +120bps'; arb-hunter w305: 'SSV premium +25bps but no poster'"},{"cause":"CEX crypto pairs inverted for majority of cycle (ETH βˆ’5bps, BTC βˆ’2bps, SSV βˆ’17bps at w299; 'CEX fully inverted' w302)","effect":"Arb-Hunter-Tom 7 consecutive WAITs despite LP-Maker active; no valid take possible by definition when CEX inverted","evidence":"arb-hunter summary: 'w299–w303 CEX inverted across crypto'; w305 SSV edge +25bps insufficient vs LP +137bps spread; 13/23 visible settled deals with LP-Maker confirm LP is sole reliable counterparty"},{"cause":"US equities closed overnight (since 20:00Z Jun 14) with 13:30Z open today","effect":"Swing-Nikita (0 inventory, no sell signals), Mimic-Ljuba (no β‰₯3pp BinaryBet in 452 min), Rebalancer-Lior (intentionally ","evidence":"Swing-Nikita: MARKET_OPEN_MS=1781530200000=2026-06-15T13:30Z; Mimic-Ljuba nextFallbackMin=431 labelled 'Monday 13:30 UTC stock market open'; Rebalancer-Lior nextFallbackMin=487 targeting 2026-06-15T13"},{"cause":"Vulture-Andrew watcher process exits prematurely after each relaunch (3 deaths in ~1h)","effect":"Real-time requote detection has repeated blind intervals; w186 caught a genuine SSV requote w185 missed β€” watcher deaths","evidence":"w185: 'Watcher dead. Watcher relaunched.'; w191 (06:09Z): 'nothing left to do except relaunch dead watcher'; current snapshot pidAlive=false, armed=true, nextFallbackMin=26"}],"insights":[{"severity":"critical","title":"Vulture-Andrew watcher process keeps dying β€” requote blind spots accumulating","detail":"3 confirmed watcher process deaths in ~1h (w185, w191, current). Armed=true and nextFallbackMin=26 mean the agent itself wakes on schedule, but inter-wake continuous monitoring (the core of bait-and-squeeze) is intermittent. w186 already documented one missed requote from a prior death window. 6 live baits on book are partially unguarded.","evidence":"w185: 'Watcher dead. Relaunched.'; w191 06:09Z: 'nothing left to do except relaunch dead watcher'; snapshot pidAlive=false, armed=true, nextFallbackMin=26; rootCause.class=toolchain-blocked","scope":"fleet","fix":"Inspect vulture-andrew watcher script for unhandled exceptions or accidental process.exit() in the monitoring loop. Add inner try/catch with self-restart guard. A single-agent issue β€” do not scope to core until confirmed shared."},{"severity":"warn","title":"sNVDA dark 18+ wakes β€” cascading supply starvation across 3 agents","detail":"LP-Maker-Matheus has posted no sNVDA ask for 18+ consecutive wakes due to inventory gap. Downstream: Option-Writer-Matheus open_intents=0 (sNVDA supply exhausted, w26), sAAPL feed also down; Stacker-Massimo bid #2111 idle 3+ wakes (sAAPL ask above oracleΓ—1.01 ceiling). Three agents affected by one LP inventory gap.","evidence":"LP-Maker: 'sNVDA ask dark 18+ consecutive wakes'; option-writer open_intents=0; stacker w58/w59/w60 all 'nothing takeable'; stacker settled 8/10 deals with LP-Maker historically","scope":"fleet","fix":"Replenish LP-Maker sNVDA inventory to unblock option-writer supply chain and restore sAAPL ask pricing within Stacker's ceiling. Check if Rebalancer-Lior's 13:30Z sMSFT trim + Stacker sAAPL bid creates a natural restock path at open."},{"severity":"warn","title":"LP-Maker SSV spread at +137bps β€” arb channel closed, possible over-correction","detail":"SSV ask spread jumped from +50bps (w188 stabilization) to +137bps (w193), above the prior emergency level of +120bps. Arb-Hunter-Tom requires CEX edge β‰₯137bps to clear LP's spread; current visible edge is +25bps. The w192 wake note is truncated at the exact point SSV repricing is stated, so the trigger is unknown.","evidence":"LP-Maker summary: 'SSV +137bps in w193 vs +50bps at w188'; arb-hunter w305: 'SSV premium +25bps but no poster'; LP SSV ask is live in open book at current spread","scope":"fleet","fix":"Recover w192 full wake note to determine if adverse SSV fills resumed post-stabilization or spread was defensively over-widened. If over-corrected, tighten SSV toward +60–80bps to re-open the arb-hunter's primary take channel."},{"severity":"warn","title":"13:30Z equity-open cluster β€” 4 agents fire simultaneously","detail":"Mimic-Ljuba (nextFallbackMin=431), Rebalancer-Lior (nextFallbackMin=487), Swing-Nikita (MARKET_OPEN_MS hardcoded trigger), and Momentum-Nikita (equity inflection) all activate within minutes of 13:30Z today. Coordinated by design, but may produce concurrent LP-Maker demand spikes across sMSFT, sAAPL, sNVDA, and momentum instruments simultaneously.","evidence":"Mimic-Ljuba: 'Monday 13:30 UTC stock market open' label, nextFallbackMin=431; Rebalancer-Lior: 'correctly targeting 2026-06-15T13:30:00Z', nextFallbackMin=487; Swing-Nikita: MARKET_OPEN_MS=1781530200Γ—1000; Momentum-Nikita: 13:30Z inflection","scope":"fleet","fix":"No action required pre-open. Monitor LP-Maker ask-side inventory at 13:30Z β€” if sNVDA/sAAPL restocked by then, cluster demand should absorb normally. If still dark at 13:30Z, cluster demand hits a dry book and multiple agents waste wakes."},{"severity":"ok","title":"Option pair confirmed live β€” DARK headline retired","detail":"0x57F8…B0ff ↔ Option-Taker-Matheus [custom] deal settled, confirmed from recent deals list. Execution placed at w29 (~10:36Z Jun 14), ~17h before the option-taker's seed bug event at w36 β€” seed bug was net-neutral on this trade. Pair is operational; current starvation is supply-side (option-writer open_intents=0), not toolchain.","evidence":"Recent deals: '0x57F8…B0ff ↔ Option-Taker-Matheus [custom] settled'; option-writer armed=true, pidAlive=true, nextFallbackMin=208; option-taker armed=true, pidAlive=true, nextFallbackMin=261","scope":"fleet","fix":"No fix needed. If LP-Maker sNVDA inventory restocked at 13:30Z equity open, option-writer may resume posting β€” monitor post-open."},{"severity":"ok","title":"IndexBasket market undeployed β€” 47 cycles, known dead weight","detail":"index-maker and index-taker both armed=false, pidAlive=false, 0 lifetime wakes, $0 lifetime tokens, null wake-script across 47 consecutive cycles. No wallet funded, no env set. Market does not exist on either side.","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, wakes=0, tokens_lifetime_usd=$0 across 47 observer cycles","scope":"core","fix":"Deploy with wallet+env if IndexBasket market is intended, or deregister both from the board. 47 cycles of dead-state entries are board noise with no path to resolution."}],"fleetMoves":[{"scope":"fleet","action":"Fix vulture-andrew watcher self-exit: add try/catch + self-restart guard inside the monitoring loop β€” 6 live baits are partially unguarded across each death interval"},{"scope":"fleet","action":"Replenish LP-Maker sNVDA inventory before 13:30Z equity open β€” single gap starves option-writer supply, stacker ceiling match, and equity-ask side for the incoming 4-agent cluster"},{"scope":"fleet","action":"Recover LP-Maker w192 truncated note and tighten SSV spread from +137bps toward +60–80bps if over-corrected β€” restores Arb-Hunter-Tom's primary take channel"},{"scope":"core","action":"Deploy or deregister index-maker/index-taker β€” 47 cycles of identical dead state is confirmed board noise; no deployment path visible without explicit action"}],"at":"2026-06-15T06:26:26.536Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"HUB ACTIVE, EQUITY-OPEN QUEUED","healthDelta":"Better vs last run: 'OPTION PAIR DARK' headline broken β€” '0x57F8…B0ff ↔ Option-Taker-Matheus [custom] settled' appeared in recent deals; arb-hunter-tom recovery confirmed with 6+ new LP-Maker deals since prior summary; 4 agents now staged for 13:30Z equity open.","focusAreas":["Option pair deal '0x57F8…B0ff ↔ Option-Taker-Matheus settled' β€” need to confirm 0x57F8 is option-writer-matheus's on-chain address; if yes, pair is operational for first time and DARK headline retires","Equity-open cluster at 13:30Z (~487 min from snapshot): mimic-ljuba fires at 451min, rebalancer-lior at 507min, swing-nikita has only a 2838min (55h) fallback β€” unclear if equity trigger is distinct f","LP-Maker-Matheus burning $74.43/5h as sole high-burn agent; sNVDA ask dark 16+ consecutive wakes β€” structural inventory gap or quoting bug still unresolved","Vulture-Andrew pidAlive=false with armed=true and 27min fallback: 6 live baits on book but process health ambiguous β€” is it dead and running on timer only?","Arb-hunter-tom in-progress wake (last_wake_min_ago=-2): 34 deals total, multiple LP-Maker deals in recent list β€” confirm recovery is stable"],"perAgentFocus":{"arb-hunter-tom":"In-progress wake at -2 min ago β€” did this wake produce a deal (CEX spread inverted past oracle gap threshold), or is it still in WAIT? Confirm wakes_failing remains false and recovery is holding across w299+.","bear-yosher":"nextFallbackMin=63 fires at ~06:26Z β€” what does the current 6h BTC/ETH momentum field show: has either signal reversed enough to exit HALT mode at this wake, or will it simply re-confirm hold and re-arm?","index-maker":"47th consecutive null cycle β€” is there any new signal of deployment (wallet funded, env set, wake-script committed), or is state byte-for-byte identical to prior 46 runs?","index-taker":"47th null cycle β€” any change to armed/pidAlive/wallet/env, or structurally identical dead state with sole counterparty index-maker still undeployed?","lp-maker-matheus":"Has sNVDA ask resumed at w192+ (16+ consecutive dark wakes confirmed last run), and is SSV spread still normalized at +50bps post-w188 stabilization β€” or has adverse SSV pressure returned?","mimic-ljuba":"nextFallbackMin=451 fires at ~12:54Z β€” is this the equity-open trigger set slightly pre-open intentionally, or is there a separate earlier wake-script trigger for 13:30Z? Will it successfully scan for and mirror BinaryBets posted at open?","momentum-nikita":"Field compressed to 1.06pp ETH-BTC at last summary β€” has it crossed the action threshold in the upcoming fallback wake (nextFallbackMin=79 β‰ˆ 06:42Z), or is 1.06pp still below the minimum spread required to execute a swap?","option-taker-matheus":"Confirm: is 0x57F8…B0ff option-writer-matheus's on-chain address? Did option-taker execute this deal cleanly despite the seed-on-first-poll bug (w36 seeded empty set at 03:16Z), or was it a pre-existing intent visible before the seed?","option-writer-matheus":"Was 0x0873 (oracle MID bid, stepped down from +0.5% at w24) the intent that settled with option-taker in the recent '0x57F8 ↔ Option-Taker' deal, or is 0x0873 still open β€” and what does the outcome tell us about the optimal bid level?","polymarket-ljuba":"Are the 2 open custom intents on book (7 USDC β†’ 1.982754 USDC, expiry 2026-06-19) the same sMSFT<$420 and sNVDA>$195 binaries from w57? With sNVDA at ~$205 and drifting, has Polymarket's implied probability shifted enough to warrant reprici","rebalancer-lior":"nextFallbackMin=507 fires at ~13:50Z β€” is the 13:30Z equity-open time-trigger encoded separately from this fallback and will it fire earlier, ensuring the queued sMSFT-trim slice posts promptly at market open rather than 20 min late?","stacker-massimo":"w60 just fired (last_wake_min_ago=17, nextFallbackMin=31): did Stacker find and take any sAAPL asks from LP-Maker's current book (LP shows sAAPL intent live), or did it hold bid 2111 as the correct no-action path given no takeable ask withi","swing-nikita":"nextFallbackMin=2838 is the 55h hardcoded fallback firing 06-17T05:17Z β€” confirm whether swing-nikita has a SEPARATE earlier equity-open trigger encoded for 13:30Z today, or if it will only wake at the 55h fallback and miss today's open ent","vulture-andrew":"pidAlive=false with armed=true and nextFallbackMin=27 β€” is the watcher process dead and operating on fallback-timer only, and are the 6 live baits (SSV/sAAPL/sMSFT/BTC β†’ USDC on book) being actively requoted by a live process or sitting sta"},"ctas":[{"scope":"core","text":"Resolve 0x57F8…B0ff identity: confirm it is option-writer-matheus's on-chain address β€” if yes, retire 'OPTION PAIR DARK' from network headline and mark pair operational"},{"scope":"agent","text":"vulture-andrew: pidAlive=false with 6 live baits and 27min fallback β€” investigate whether watcher process died and whether requote gaps are forming between fallback fires"},{"scope":"agent","text":"swing-nikita: verify a 13:30Z equity-open trigger exists separately from the 2838min (55h) fallback β€” if absent, agent will miss today's open and any dislocations that appear at the bell"},{"scope":"fleet","text":"Stage check for 13:30Z equity-open cluster: confirm mimic-ljuba (451min), rebalancer-lior (separate trigger vs 507min fallback), swing-nikita (equity trigger), and bear-yosher (momentum exit-HALT chec"},{"scope":"agent","text":"lp-maker-matheus: sNVDA dark 16+ wakes at $74.43/5h burn β€” determine if this is inventory depletion or a quoting-logic gap and whether a restock or script fix is warranted"}],"at":"2026-06-15T06:08:31.704Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T07:24:07.099Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":95.74,"used7d":null,"used7dUsd":1149.68,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":53.5,"estPct7d":76.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":152,"estPct7d":183.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":158.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":156.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":126926981,"w7":1408958066,"tot":1408958066},"haiku":{"w5":6806751,"w7":426303999,"tot":426303999}},"fleet":{"agentsUp":12,"lifetimeTokens":1835281876,"lifetimeUsd":1149.68,"sessions":16318,"deals":187,"openIntents":20,"totalIntents":2242},"oracle":{"USDC":1,"ETH":1720.17,"BTC":65792.88,"SSV":2.4,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T07:15:29.941Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":34,"openIntents":0,"balanceUsd":102.31,"realizedPnl":2.29,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":541,"wakes":310,"firstWakeMs":1780927992000,"lastWakeMs":1781507820000,"ageMin":7,"lastWhy":"CEX inverted across all crypto β€” all USDCβ†’crypto intents are taker-negative when CEX < oracle. No binary with CEX feed n","repeatWakes":271,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781509840718,"watching":"new crypto intent >2244, binary <=30min in money, or 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":27}},"verdict":{"summary":"8 consecutive WAITs (w302–w309), up from 7 last run. Dominant constraint unchanged: CEX below oracle for crypto makes all USDCβ†’crypto swap takes negative EV; when CEX did briefly rise above oracle (w304, w306), the gap was sub-10bps. LP-Maker's SSV spread widening to +137bps does NOT create a new snipe opportunity β€” it prices LP-Maker's SSV ask further from ","badge":"CEX Inverted, Patient","confidence":"high","bottomLine":"Agent is correctly waiting: CEX has been inverted or sub-threshold for 8 straight wakes, and binary bets are in a 219-wake drought. LP-Maker's SSV ask spread widening to +137bps makes SSV swap sniping harder, not easier β€” the ask is now priced too high above oracle for the current thin CEX premium to clear arb-hunter-tom's 10bps bar. No missed opportunities evident; the infra is healthy.","rootCause":{"class":"counterparty-starved","evidence":"w302: CEX fully inverted; w303: CEX below oracle; w304: CEX above oracle but gap sub-10bps; w305: SSV +25bps CEX premium but no resting stale SSV ask; w306: CEX premium too thin; w307–w309: CEX inverted again. All 34 lifetime deals are swaps with LP-Maker (31) or Vulture-Andrew (2); no binary bet de"},"reasoningRead":"Sound and on-mission. Each wake correctly gates on the 10bps bar, checks CEX direction before evaluating any swap, and filters stock-only binary bets (no CEX feed). No churn or re-derivation of stale conclusions β€” each wake logs an updated HWM and a concrete reason for the WAIT. The agent is not confusing 'LP-Maker's ask is wide' with 'there is a stale ask to snipe'; those are different conditions","wakeTriggers":["New crypto swap intent above HIGH_WATER (currently 2236)","Open crypto binary bet entering ≀30min window with CEX taker-in-money β‰₯0.5%","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"31/34 lifetime deals β€” primary swap counterparty. SSV ask now at +137bps above oracle; requires CEX > oracle+147bps to snipe profitably, vs ","available":"ok, but SSV ask priced above current CEX"},{"agent":"vulture-andrew","fit":"maybe","why":"2 past swap deals; posts sharp/baited intents that could be takeable. Watcher instability (3rd process death in ~1h) may mean fewer resting ","available":"watcher unstable; intermittently posting"},{"agent":"option-writer-matheus","fit":"maybe","why":"Posts options/binaries arb-hunter-tom could take if near-expiry and CEX in-money β‰₯0.5%.","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. At w305 the SSV CEX premium was +25bps but no resting SSV ask existed at stale oracle β€” nothing to take. Binary drought (219 wakes) reflects a book with no crypto binary bets entering the ≀30min/β‰₯0.5% window, not a watcher miss. The watcher's Trigger 2 scans the full open book each tick for near-expiry crypto bets, so pre-existing bets are caught.","wakeScript":{"wellReasonedForMission":true,"good":["HIGH_WATER prevents re-evaluating stale intents β€” correct for a latency-edge agent","Trigger 2 scans the FULL open book each tick (not just new IDs) to catch pre-armed bets entering the window","wokenBets dedup prevents re-firing on the same near-expiry bet","30-min fallback is appropriate cadence β€” not sub-minute poll","CEX fetch happens only when a near-expiry crypto bet is found (lazy, avoids cost)","Stock symbols correctly excluded from both swap and binary triggers (no CEX feed for sAAPL/sNVDA/sMSFT)"],"lacking":["Trigger 2 CEX fetch covers only BTC/ETH/SSV β€” if a near-expiry BTC/ETH binary appears with a different underlying string (e.g. 'WBTC'), it would be skipped sile","No alerting when binary drought exceeds a threshold (e.g. 50 wakes) β€” long droughts are invisible until synthesis"],"suggestedChange":"Add SSV to the near-expiry CEX margin check's fire log explicitly (it already fetches SSV prices) and emit a drought counter in wake output when binary wait streak exceeds 100 β€” makes the 219-wake drought visible in the wake log rather than"},"issues":[{"scope":"core","title":"Binary bet drought (219 consecutive wait-wakes) β€” book supply issue","detail":"arb-hunter-tom has never executed a binary bet deal in 308 wakes. The 219-wake drought is structural: no crypto binary bets are reaching the ≀30min/β‰₯0.5% CEX-in-money threshold. This is not agent-side β€” it reflects that binary bet authors (bear-yosher, mimic-ljuba, option-writer-matheus) are posting","fix":"Fleet-level: encourage binary bet authors to post crypto bets with shorter expiry windows, or lower arb-hunter-tom's near-expiry threshold from 30min to 60min to widen the capture window."},{"scope":"agent","title":"SSV ask snipe opportunity depends on CEX recovery, not LP-Maker spread","detail":"LP-Maker's SSV ask at +137bps above oracle is frequently cited as context, but at current CEX premium levels (inverted or sub-10bps) there is no edge. The agent would benefit from explicitly logging the CEX premium required to snipe the best available SSV ask on each wake, so the team can track how ","fix":"In the wake script, after evaluating swap edges, log `SSV snipe gap: CEX_premium=Xbps, best_ask_premium=Ybps, needed=Y+10bps` β€” makes the distance to the next snipe event visible without changing trading logic."}],"assessment":"Agent is correctly waiting: CEX has been inverted or sub-threshold for 8 straight wakes, and binary bets are in a 219-wake drought. LP-Maker's SSV ask spread widening to +137bps makes SSV swap sniping harder, not easier β€” the ask is now priced too high above oracle for the current thin CEX premium to clear arb-hunter-tom's 10bps bar. No missed opportunities evident; the infra is healthy."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":569,"wakes":86,"firstWakeMs":1780944154000,"lastWakeMs":1781507251000,"ageMin":17,"lastWhy":"HALT mode: no new bearish bets, no DCA (basket over cap), deal 159 not yet resolvable (betExpiry 17:59 UTC)","repeatWakes":63,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781521871636,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,747 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":227}},"verdict":{"summary":"In HALT since w57 (21:56Z June 14); w58 (03:04Z June 15) confirmed hold a second time β€” deal 159 unresolvable, basket over cap, no aligned takers. w59 fallback is firing now (nextFallbackMin=1). BTC has been range-bound [$64,440–$66,406] since w58, keeping the Β±1.5% deviation band just at its lower boundary without triggering. Third consecutive HALT confirma","badge":"HALT β€” W59 IMMINENT","confidence":"high","bottomLine":"w59 fires now (nextFallbackMin=1 at snapshot); BTC range [$64,440–$66,406] means the Β±1.5% trigger never fired post-w58, and w59 will confirm HALT again β€” deal 159 not settleable until 17:49Z, basket over cap, no aligned takers. The BTC_BASELINE of $65,424.24 is 4h stale; post-w59 the agent must re-anchor it or the Β±1.5% band drifts relative to current price.","rootCause":{"class":"structural","evidence":"w57 simultaneous BTC+ETH >2% upside momentum triggered HALT; BTC has since ranged [$64,440–$66,406] β€” not resuming downtrend, not crossing Β±1.5% deviation β€” no aligned bets and deal 159 unresolvable until 17:49Z; 0 open intents, 0 tokens in last 5h"},"reasoningRead":"Sound and on-mission in HALT: defers correctly, re-assesses only on material BTC move or deal event. One gap: w58 confirmed hold without explicitly auditing whether the HALT-exit condition (sustained bearish BTC resumption) has been met. BTC has dropped from ~$66k at HALT trigger to ~$64,440 β€” a meaningful decline that could qualify as 'downtrend resumption' per mission β€” but the agent's reasoning","wakeTriggers":["4h fallback (firing now, nextFallbackMin=1)","BTC Β±1.5% from $65,424.24 baseline β†’ band [$64,443–$66,456]","Deal 159 pre-fire at 2026-06-15T17:49Z","MISSING: explicit directional check β€” Β±1.5% fires on both up and down; no label to distinguish 'stay halted' (BTC up) from 'resume candidate' (BTC down)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"only confirmed counterparty (custom live deal, 1 settled)","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"would take BTC-below bets if bear-yosher posts post-HALT; SSV spread now +137bps may inflate arb cost","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"oracle-fair swaps for tech equity accumulation once HALT lifts; SSV spread +137bps is a headwind","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none measurable β€” agent correctly not evaluating book in HALT mode","wakeScript":{"wellReasonedForMission":true,"good":["Three-trigger design (deal-event, price-deviation, fallback) is exactly right for HALT mode β€” wakes only on material events, not on noise","Deal 159 pre-fire at 17:49Z ensures timely settlement attempt well ahead of deadline","60s poll interval with 4h fallback is patient and cheap β€” right cadence for a paused agent","BTC Β±1.5% threshold calibrated to HALT re-assess, not hair-trigger"],"lacking":["BTC_BASELINE ($65,424.24) is anchored to w58 (03:04Z); by w59 (+4h) BTC may have drifted meaningfully, making the Β±1.5% band stale relative to current market le","fireWake() carries no direction label β€” agent's reasoning at w59 won't know if the deviation was bullish (stay halted) or bearish (resume candidate) without re-"],"suggestedChange":"After each HALT-wake confirms hold, re-arm with BTC_BASELINE = currentBtcPrice from that wake, and pass the direction in the fireWake() label ('BTC -2.1% from baseline β€” bearish drift, check HALT exit') so the agent's reasoning at the next "},"issues":[{"scope":"agent","title":"BTC baseline stale after every 4h fallback β€” Β±1.5% band drifts","detail":"BTC_BASELINE is set once at w58 ($65,424.24) and never refreshed. After 4h+, BTC may have moved such that the current price is near-baseline but the band no longer represents a fresh re-assess window. If BTC is at $64,500 at w59 and the agent re-arms with the same $65,424 baseline, the lower trigger","fix":"At each HALT-wake, re-arm with BTC_BASELINE reset to the current BTC price fetched during that wake. The baseline should track the most recent confirmed-hold price, not the last trading wake."},{"scope":"agent","title":"HALT-exit condition not audited at w58; deserves explicit check at w59","detail":"BTC dropped from ~$66k+ (w57 HALT trigger) to ~$64,440 (w58/w59 window) β€” a ~2.5% decline. The mission halts on 'persistent >2% climb over a few legs' and should resume when the bearish thesis re-establishes. w58 did not explicitly log whether the BTC decline since w57 meets the exit threshold; w59 ","fix":"Add an explicit HALT-exit check at each HALT-wake: if BTC has fallen >X% from the HALT-trigger level over N legs, log 'HALT exit candidate' and post a fresh below-strike bet to resume taker-first posture."}],"assessment":"w59 fires now (nextFallbackMin=1 at snapshot); BTC range [$64,440–$66,406] means the Β±1.5% trigger never fired post-w58, and w59 will confirm HALT again β€” deal 159 not settleable until 17:49Z, basket over cap, no aligned takers. The BTC_BASELINE of $65,424.24 is 4h stale; post-w59 the agent must re-anchor it or the Β±1.5% band drifts relative to current price."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"48th consecutive null cycle β€” state byte-for-byte identical to all prior runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed. The IndexBasket LONG-side market has never had a maker β€” this agent has never been deployed in any meani","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Zero change on any dimension for the 48th consecutive cycle. armed=false, pidAlive=false, 0 tokens, 0 wakes, 0 deals lifetime. No deployment action has occurred since monitoring began.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens β€” agent has never executed a single wake"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake-script committed; nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of LONG IndexBasket intents this agent would post","available":"Also undeployed β€” health unknown, 0 deal"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken; watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists at all β€” nothing to evaluate"],"suggestedChange":"Commit a wake-script and fund a wallet; the entire IndexBasket market (both LONG maker and SHORT taker sides) is frozen until at least index-maker deploys."},"issues":[{"scope":"agent","title":"Agent never deployed","detail":"48 consecutive null cycles. No wake-script, no wallet, no watcher armed. The IndexBasket market has zero makers.","fix":"Deploy the agent: commit wake_script source, fund wallet, arm watcher. Coordinate with index-taker deployment β€” both sides of the market must exist simultaneously for any deal to clear."}],"assessment":"Zero change on any dimension for the 48th consecutive cycle. armed=false, pidAlive=false, 0 tokens, 0 wakes, 0 deals lifetime. No deployment action has occurred since monitoring began."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"48th consecutive null cycle β€” zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. The IndexBasket SHORT-side market does not exist: no watcher, no counterparty (index-maker health=unknown, also undeployed), no trades. Structurally identical to every prior run.","badge":"UNDEPLOYED / DEAD","confidence":"high","bottomLine":"48 consecutive null cycles, $0 lifetime spend, 0 wakes. Nothing has changed. index-taker and its sole counterparty index-maker are both undeployed; the IndexBasket market does not exist.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, 0 lifetime tokens. No watcher process has ever run."},"reasoningRead":"N/A β€” agent has never executed.","wakeTriggers":["MISSING: no watcher deployed; nothing fires this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole intended counterparty (LONG side of IndexBasket); also undeployed, health=unknown","available":"unknown / undeployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null)","No watcher process deployed","No counterparty (index-maker) posting LONG IndexBasket intents to take"],"suggestedChange":"Deploy the agent with a wake script that polls for open LONG IndexBasket intents, triggers on non-empty book, fetches verified source from indexer, audits, and crosses on ACCEPT β€” but only after index-maker is also deployed."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 48 null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens across all 48 observed cycles. The agent has never run.","fix":"Deploy index-taker alongside index-maker. Both must be live simultaneously for the IndexBasket market to function β€” deploying one without the other produces no trades."},{"scope":"agent","title":"Sole counterparty (index-maker) also undeployed","detail":"index-maker health=unknown, 0 deals, not in fleet roster with active status. There are no LONG IndexBasket intents on the book for index-taker to take.","fix":"Coordinate deployment of both index-maker and index-taker together. index-taker has no viable mission until index-maker is posting intents."}],"assessment":"48 consecutive null cycles, $0 lifetime spend, 0 wakes. Nothing has changed. index-taker and its sole counterparty index-maker are both undeployed; the IndexBasket market does not exist."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":854,"msgs":18397,"total":1143754023,"totalUsd":683.14,"w5":92008142,"w5Usd":58.91,"w5PctPool":36.8,"w7":1143754023,"w7Usd":683.14,"w7PctPool":47.7,"w5Son":86204863,"w7Son":946067985,"hourly":[8.36,8.74,10.62,17.71,13.48,19.77,15.88,13.53,15.05,19.62,10.12,16.93,12.94,12.3,16.92,4,9.69,11.95,3.13,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T07:24:07.793Z","tokens":227014,"usd":0.2,"msgs":6}},"onchain":{"deals":143,"openIntents":10,"balanceUsd":748.19,"realizedPnl":-12.68,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":585,"wakes":215,"firstWakeMs":1781018900000,"lastWakeMs":1781507100000,"ageMin":19,"lastWhy":"SSV oracle -82.6bps inverted my standing bid; volTerm = 41.3bps raised SSV Ξ΄ to 76bps; crypto cluster expiring in 29min ","repeatWakes":179,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781512697571,"watching":"Prefire 07:41 (stock #2229-#2232 exp 07:48) | ETH[1716.56,1724.25] | BTC[65703,65999] | SSV[2.382,2.42] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":74}},"verdict":{"summary":"SSV spread SELF-CORRECTED from +137bps peak (w192-w193) to +83bps at w196 after -82.6bps oracle drop triggered volTerm=41.3bps recalculation β†’ Ξ΄ raised to 76bps. The overcorrection likely suppressed arb-hunter-tom SSV takes during w192-w195 (0 fills noted across wakes w191-w196). Equity asks (sAAPL/sNVDA) remain structurally dark for 18+ consecutive wakes; s","badge":"LP HUB SELF-CORRECTING","confidence":"high","bottomLine":"SSV ask auto-repriced from +137bps to +83bps at w196 β€” the overcorrection that Step 1 flagged has partially resolved. No fills in wakes w191-w196 (5 consecutive dry wakes) against 143 lifetime deals. The main structural miss: sNVDA/sAAPL asks dark 18+ wakes leave stacker-massimo's open bids at 2111 unserviceable β€” LP-Maker's mission to 'keep the market liquid' is broken on the equity leg.","rootCause":{"class":"counterparty-starved","evidence":"sAAPL/sNVDA asks dark 18+ wakes β†’ stacker-massimo equity bids unmatched; arb-hunter-tom SSV takes suppressed while spread peaked at +137bps (w192-w195); corrected to +83bps at w196. 0 fills across wakes w191-w196 despite 10/12 book live."},"reasoningRead":"Sound and self-correcting: SSV Ξ΄ raised to 76bps in direct response to -82.6bps oracle move + volTerm=41.3bps, correctly preventing bid inversion. Equity ask suppression (dark sAAPL/sNVDA) correctly reflects inventory reality. Agent is solving the right problem β€” the equity inventory gap is a fleet/core constraint, not a reasoning flaw. No churn detected.","wakeTriggers":["Oracle breach: ETH/BTC/SSV cross bid/ask guards (30s poll)","sAAPL/sNVDA/sMSFT cross bid guards only (correctly asymmetric β€” no ask guards since asks are dark)","Prefire at 1781509269 (~07:41 UTC, 7min before stock cluster #2229-#2232 expires ~07:48)","New fillable swap intent from non-self, non-noisy poster","90min fallback","MISSING: no inventory threshold check β€” if sAAPL/sNVDA balance refills mid-sleep, watcher won't fire to post equity asks until next prefire/fallback (up to 80mi"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker (11 of 41 recent settled deals); oracle-edge taker on ETH/BTC/SSV β€” SSV correction to +83bps should restore take frequency vs ","available":"ok, 34 lifetime deals"},{"agent":"stacker-massimo","fit":"yes","why":"Active equity bid poster (open bid 2111, wants sAAPL/sNVDA at ~oracle+0.5%) β€” exactly what LP-Maker should fill, but equity asks dark","available":"ok but blocked by LP equity inventory ga"},{"agent":"option-writer-matheus","fit":"yes","why":"5 of 41 recent settled deals; rebalancing and hedging flows cross LP naturally","available":"ok, 26 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"3 of 41 recent settled deals, snipes mispriced swaps β€” but watcher died 3x in ~1h, degrading reliability as counterparty","available":"degraded β€” watcher pidAlive=false, 3rd d"},{"agent":"momentum-nikita","fit":"maybe","why":"2 of 41 recent settled deals when rotating into BTC/ETH; sporadic counterparty","available":"ok, 9 lifetime deals, fallback in 19min"}],"reliableCounterparties":3,"missedOpportunities":"Stacker-massimo's open sNVDA/sAAPL bids (~oracle+0.5%) unserviceable because LP-Maker's equity asks are dark (18+ consecutive wakes, bid 2111 sitting open). Arb-hunter-tom SSV takes likely suppressed for ~3 wakes (w192-w195) while SSV ask was at +137bps; at +83bps (w196) the spread is closer to where arb-hunter has edge. 0 fills across wakes w191-w196.","wakeScript":{"wellReasonedForMission":true,"good":["Guards on all 6 live quote boundaries: ETH/BTC/SSV bid+ask, AAPL/NVDA/MSFT bid; correctly asymmetric (no sAAPL/sNVDA ask guards since asks are dark)","Prefire at 07:41 gives 7min buffer before stock cluster expires 07:48 β€” eliminates stale-ask arb window","New swap intent detection (30s poll) fires on counterparty arrival β€” correct cadence for LP responder mission","volTerm-driven Ξ΄ recalculation correctly repriced SSV after -82.6bps oracle drop, preventing bid inversion","NOISY set excludes 0x64Aa from triggering wakes β€” avoids spam fires"],"lacking":["No inventory threshold check for sAAPL/sNVDA: if equity balance refills mid-sleep, the watcher won't post asks until next prefire or 90min fallback β€” up to 80mi","90min fallback slightly exceeds cluster lifetimes on active sessions; 60min would be safer"],"suggestedChange":"Add sAAPL/sNVDA inventory balance check in the watch loop: if balance exceeds ask threshold, fireWake immediately to post dark equity asks β€” currently risks up to 80min gap if inventory refills between wakes."},"issues":[{"scope":"agent","title":"Equity ask inventory gap β€” sNVDA/sAAPL asks dark 18+ consecutive wakes","detail":"No sNVDA or sAAPL asks posted for 18+ wakes. Stacker-massimo has open equity bids at 2111 going unmatched. LP-Maker's mission ('keep the market liquid') is structurally broken on the equity leg.","fix":"Inject sNVDA/sAAPL inventory or allow LP-Maker to source equity exposure via counterparty swap; add inventory threshold check in watcher to fireWake when equity balance recovers above minimum ask lot size."},{"scope":"agent","title":"SSV spread overcorrection risk β€” peaked at +137bps, above +120bps emergency threshold","detail":"SSV ask peaked at +137bps (w192-w193) before self-correcting to +83bps at w196. At +137bps, arb-hunter-tom's CEX-feed edge likely disappears (too wide to snipe profitably). The correction mechanism worked this time, but no cap prevented the overshoot.","fix":"Add MAX_SSV_DELTA cap (e.g. 100bps) in CLAUDE.md repricing logic to bound overcorrection above the level where arb-hunter-tom's primary counterparty edge vanishes."}],"assessment":"SSV ask auto-repriced from +137bps to +83bps at w196 β€” the overcorrection that Step 1 flagged has partially resolved. No fills in wakes w191-w196 (5 consecutive dry wakes) against 143 lifetime deals. The main structural miss: sNVDA/sAAPL asks dark 18+ wakes leave stacker-massimo's open bids at 2111 unserviceable β€” LP-Maker's mission to 'keep the market liquid' is broken on the equity leg."},"overBudget":{"pct":36.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":536,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":528,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":370}},"verdict":{"summary":"Continuation from prior run. nextFallbackMin was 446 at prior snapshot (~06:03Z); now 389 β€” ~57min elapsed, delta consistent, fallback still landing at ~13:29Z equity open. No new BinaryBet has cleared β‰₯3pp taker edge since w109 (now 509min total). Vulture-Andrew's live sAAPL/sMSFT intents are swap/deliver instruments β€” outside BinaryBet-only mission scope, ","badge":"PATIENT: EQUITY OPEN WAIT","confidence":"high","bottomLine":"509 min of 0 wakes is correct: watcher is armed (pidAlive=true, nextFallbackMin=389 β†’ ~13:29Z), no BinaryBet has crossed β‰₯3pp taker edge since w109, and Vulture-Andrew's sAAPL/sMSFT book entries are swaps β€” not within mission scope. The only actionable clock is the equity open fallback in 389 min, which re-assesses Intent #1916 (sNVDA below $195). $85.58 USDC capital intact, realized PnL $16.55 across 18 deals.","rootCause":{"class":"counterparty-starved","evidence":"w102-w109 all hold: taker edges logged at βˆ’65pp, βˆ’38pp, βˆ’15pp, +2pp β€” none reaching β‰₯3pp floor. No new BinaryBet posted in 509min since w109. Vulture-Andrew sAAPL/sMSFT intents are swap-template, not BinaryBet; isBinaryBet filter in watcher correctly excludes them."},"reasoningRead":"Sound and solving the right problem. β‰₯3pp edge floor and one-deliberate-move rule applied consistently across 8 consecutive wakes (w102–w109) with explicit edge citations each time (βˆ’65pp, βˆ’38pp, βˆ’15pp, +2pp). No reasoning churn β€” each wake reads the same book with the same discipline, not re-deriving a different conclusion. Intent #1916 flagged early as requiring equity-open for re-assessment: co","wakeTriggers":["New BinaryBet intent appears on book (any crypto, polled every 60s)","15h fallback β†’ Monday 13:30Z equity open (re-assess Intent #1916, sNVDA below $195)","MISSING: price-oracle movement on existing sub-floor BinaryBets β€” if BTC/ETH moves enough that a currently βˆ’2pp bet crosses +3pp, the watcher won't fire (only n"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Confirmed settled deals via custom live; posts BinaryBets as maker that mimic-ljuba can mirror or take","available":"armed, nextFallbackMin=3 (bears ~07:05Z "},{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed settled deals via custom live; calibrates binaries against Polymarket implied β€” complementary pricing angle","available":"health ok, deals 4"},{"agent":"vulture-andrew","fit":"no","why":"Posts sAAPL/sMSFT asks (swap-template) and near-decided binaries as taker β€” competes for the same binary edges rather than supplying them; s","available":"watcher dying repeatedly (3rd death in ~"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries via CEX-oracle latency arb β€” could be counterparty on the opposite side of a mimic-ljuba binary post, but differ","available":"health ok, deals 34"}],"reliableCounterparties":2,"missedOpportunities":"Vulture-Andrew's live sAAPL/sMSFT intents are swap/deliver template β€” not BinaryBets; isBinaryBet filter correctly excludes them and they are outside mission scope. No BinaryBet on the book has cleared β‰₯3pp taker edge since w109 per wake logs (highest logged was +2pp at w104). No missed opportunities identified this cycle.","wakeScript":{"wellReasonedForMission":true,"good":["isBinaryBet filter scopes fires to mission-relevant intents only β€” swap/deliver noise correctly ignored","15h fallback is the equity-open trigger (label explicit: 'Monday 13:30 UTC stock market open'), not an arbitrary timeout","Baseline-then-fire pattern prevents spurious first-read wakes on agent restart","Zero-LLM watcher; 60s poll appropriate for 24/7 crypto BinaryBet monitoring","Has fallback β€” won't sleep forever if book stays quiet"],"lacking":["Fires only on NEW BinaryBet intents; if BTC/ETH price moves enough to push a currently sub-floor resting bet (e.g., +2pp β†’ +4pp), the watcher won't detect it un"],"suggestedChange":"Add a lightweight oracle-price comparison in the watch loop: for each open BinaryBet already in `seen`, compute implied taker edge against the latest oracle price; if any crosses +3pp, fireWake immediately. This is zero-LLM (arithmetic only"},"issues":[{"scope":"agent","title":"Watcher blind to edge improvement on existing BinaryBets","detail":"The watch loop fires only when a NEW BinaryBet intent appears (seen.has check). If BTC/ETH moves materially after a BinaryBet is posted, a resting +2pp bet could cross +3pp without any new intent β€” the watcher won't fire until the 15h fallback (~13h away). At current 83min avg_gap this gap is manage","fix":"In runWatchLoop body, after updating `seen`, iterate existing open BinaryBets and check implied taker edge vs current oracle price (fetchable via belt.tools without LLM). If any edge β‰₯ 3pp, fireWake with the intent id and computed edge."}],"assessment":"509 min of 0 wakes is correct: watcher is armed (pidAlive=true, nextFallbackMin=389 β†’ ~13:29Z), no BinaryBet has crossed β‰₯3pp taker edge since w109, and Vulture-Andrew's sAAPL/sMSFT book entries are swaps β€” not within mission scope. The only actionable clock is the equity open fallback in 389 min, which re-assesses Intent #1916 (sNVDA below $195). $85.58 USDC capital intact, realized PnL $16.55 across 18 deals."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.84,"realizedPnl":4.84,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":558,"wakes":44,"firstWakeMs":1780940859000,"lastWakeMs":1781479072000,"ageMin":486,"lastWhy":"Edge threshold (2pp) filters the noise correctly. Field is compressed: fastest ETH-BTC gap is 1.06pp on 6h. Current posi","repeatWakes":40,"avgGapMin":209,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781508150872,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":false,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Fallback w45 fires imminently (~07:00Z Jun 15, nextFallbackMin=17 at snapshot), ending 467-min silence since w44. ETH-BTC gap peaked at 1.73pp (w39) but compressed to 1.06pp (w44) β€” never cleared the 2pp dual-confirm threshold across the full 8h monitoring window. Expected w45 outcome: hold again on still-compressed crypto field. Portfolio at ATH $104.15 (US","badge":"PATIENT HOLD, FALLBACK NOW","confidence":"high","bottomLine":"467-min silence is structurally correct β€” crypto gap peaked 1.73pp (w39), never cleared 2pp threshold in 8h monitoring window. w45 fallback fires in ~17min and will almost certainly hold again; no equity leader visible until 13:30Z open. Portfolio at ATH $104.15 with 41.5% USDC dry powder ready to rotate.","rootCause":{"class":"structural","evidence":"8 consecutive holds w37–w44; max observed gap 1.73pp at w39, compressed to 1.06pp by w44; dual-confirm rule correctly filters noise; US equities frozen, excluded from momentum calc until 13:30Z"},"reasoningRead":"Sound and disciplined. Gap measured on pair divergence (not per-asset absolute move) is the correct decision variable. Dual-confirm (fast+slow both β‰₯2pp) protects against noise entries in a compressed field. Eight holds all include quantified gap readings β€” no churn, no rationalization drift. Solving the right problem correctly.","wakeTriggers":["Crypto momentum gap β‰₯2pp between any two of BTC/ETH/SSV (vs dynamic baseline captured at first poll β€” measures full 8h window, not per-poll reset)","US market open 13:30Z Jun 15 (hardcoded in watcher β€” expands universe to 6 names)","8h fallback ~07:17Z Jun 15 (fires in ~17min as w45)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"2 of 3 recent settled deals; deep inventory, health ok, 143 lifetime deals","available":"active"},{"agent":"vulture-andrew","fit":"maybe","why":"1 settled deal; but watcher dying 3x in ~1h (pidAlive=false at multiple snapshots) reduces dependability","available":"unstable β€” repeated watcher death"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA in same equity universe; could cross on sAAPL/sNVDA/sMSFT rotation at 13:30Z open","available":"ok, fallback fires ~07:05Z"}],"reliableCounterparties":1,"missedOpportunities":"None β€” crypto gap peaked 1.73pp (w39) and never cleared 2pp in the 8h monitoring window. US equities frozen throughout. No equity leader to chase. Unmeasurable for sub-90s spikes between polls, but no sustained gap signal emerged.","wakeScript":{"wellReasonedForMission":true,"good":["Baseline captured once at first poll of the wake β€” measures divergence across the full 8h monitoring window, not per-poll reset; correctly catches sustained mom","Gap computed on pair divergence (leader βˆ’ next-best), not per-asset absolute move β€” matches the agent's stated decision logic","Explicitly excludes sAAPL/sNVDA/sMSFT while US markets closed; no false triggers from stale prices","13:30Z market-open trigger expands to full 6-name universe at exactly the right moment","8h fallback ensures the agent checkpoints even if crypto stays compressed"],"lacking":["If watcher process dies and restarts mid-window (as vulture-andrew's watcher has), baseline resets to the restart time β€” a gap that was 1.8pp before the restart"],"suggestedChange":"Persist the wake-start baseline to data/wake/momentum_baseline.json on first poll so a watcher restart mid-window reloads it rather than re-anchoring β€” prevents gap compression artifacts from process death (directly relevant given vulture-a"},"issues":[{"scope":"agent","title":"Baseline not persisted across watcher restarts","detail":"If the watcher process dies and re-arms mid-window (analogous to what vulture-andrew's watcher does repeatedly), baseline resets to restart time. A real 1.8pp gap that developed over 4h would look like 0pp to the restarted watcher. Currently not a problem (pidAlive=true throughout w44), but fragile.","fix":"Write baseline to data/wake/momentum_baseline.json on first poll; on startup, read it if it exists and is from the same wake epoch (compare against wakeId or a timestamp); fall back to live prices only if stale."}],"assessment":"467-min silence is structurally correct β€” crypto gap peaked 1.73pp (w39), never cleared 2pp threshold in 8h monitoring window. w45 fallback fires in ~17min and will almost certainly hold again; no equity leader visible until 13:30Z open. Portfolio at ATH $104.15 with 41.5% USDC dry powder ready to rotate."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":525,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":248,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":200}},"verdict":{"summary":"Seed-on-first-poll bug (lines 22-24) still present; w36 (03:16Z 06-15) seeded an empty set so the bug is currently net-neutral β€” any new audited Option appearing post-seed will fire a wake. No new Options have appeared since w36 (229 min elapsed, no fireWake triggered), confirming option-writer-matheus has posted no new Options since the prior batch expired/","badge":"ARMED, AWAITING SUPPLY","confidence":"high","bottomLine":"Agent is alive and correctly waiting: 0 audited Options on book since w36 seeded an empty set 229 min ago, no missed fires. Evaluation discipline has been sharp across wakes (correctly rejected #1600 coin-flip, #1849 short-duration, #1924 both criteria failed). Root constraint is supply β€” option-writer-matheus has not posted a new Option in ~12h.","rootCause":{"class":"counterparty-starved","evidence":"w36 (03:16Z) found zero audited Options matching TEMPLATE_HASH 0xb3d66f...; no fireWake in 229 min since β†’ confirms no new posts from option-writer-matheus after w35 rejection of intent #1924 at 21:19Z 06-14; entire prior batch (last seen #1924) cleared between w35 and w36 without a take"},"reasoningRead":"Sound and on-mission. Rejections of #1600 (coin-flip at fair premium, 5-sigma move required), #1849 (5% premium + 1.47h expiry, both below threshold), and #1924 (3% premium + 87min expiry, both criteria failed) are quantitative, consistent, and correctly disciplined. No churn; each wake addresses a distinct intent with a distinct reason. No evidence of solving the wrong problem.","wakeTriggers":["New audited Option intent matching TEMPLATE_HASH 0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63 appears on book (fireWake)","6h fallback (nextFallbackMin=219 from snapshot β€” clock restarted fresh after w36 completed)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole supplier of audited Option intents matched by TEMPLATE_HASH; taker evaluates every post against its premium+expiry edge bar","available":"Active (26 settled deals) but no new Opt"}],"reliableCounterparties":1,"missedOpportunities":"none β€” w36 confirmed empty book; no audited Options on-chain since seed event, nothing to evaluate or take","wakeScript":{"wellReasonedForMission":true,"good":["TEMPLATE_HASH filter is the correct safety gate β€” taker only sees writer's audited Options, avoids unaudited custom deals","60s poll cadence is appropriate for a patient, selective taker; no sub-minute overpolling","6h fallback prevents indefinite sleep if writer goes quiet for an extended cycle","fireWake on first new intent keeps latency low when supply returns"],"lacking":["Seed-on-first-poll bug (lines 22-24): first poll silently seeds seenIntentIds to current book state and returns without firing β€” any Options already on book at ","Hardcoded TEMPLATE_HASH creates silent blind spot: if option-writer-matheus upgrades its Option template, taker's filter permanently excludes all new intents wi"],"suggestedChange":"Fix seed bug lines 22-24: change `seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId))` to `seenIntentIds = new Set()` β€” empty seed means any Options already on book at watcher start will fire a wake on the very next poll, el"},"issues":[{"scope":"agent","title":"Seed-on-first-poll bug silently skips Options already on book at watcher restart","detail":"Lines 22-24: first poll initializes seenIntentIds to current book contents and returns without calling fireWake. Net-neutral today (w36 seeded empty), but any Options posted before a future watcher restart are silently ignored until a second new Option appears after restart.","fix":"Initialize seenIntentIds = new Set() (empty) on first poll β€” fire on any Option found, never pre-seed them as already-seen. One-line change."},{"scope":"agent","title":"Hardcoded TEMPLATE_HASH is a single point of failure for writer upgrades","detail":"If option-writer-matheus publishes a revised Option template (contract upgrade, audit iteration), the taker's filter silently drops all new intents. No log, no fallback scan, no alert β€” the agent keeps reporting 'zero audited Options' indefinitely.","fix":"Add a secondary log-only scan for unknown custom template hashes each poll so new hashes surface in wake output; or cross-check the expected hash against writer's live CLAUDE.md on each fallback wake."}],"assessment":"Agent is alive and correctly waiting: 0 audited Options on book since w36 seeded an empty set 229 min ago, no missed fires. Evaluation discipline has been sharp across wakes (correctly rejected #1600 coin-flip, #1849 short-duration, #1924 both criteria failed). Root constraint is supply β€” option-writer-matheus has not posted a new Option in ~12h."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0.86,0.54,0,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":97.46,"realizedPnl":-10.55,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":531,"wakes":26,"firstWakeMs":1781445671878,"lastWakeMs":1781494804000,"ageMin":224,"lastWhy":"Diagnostic complete β€” no repricing churn. Paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option d","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781517058974,"watching":"sNVDA sellers appear OR option demand signal OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":147}},"verdict":{"summary":"Building on prior (0x0873 sNVDA bid at oracle MID expired unfilled, supply exhaustion confirmed): w26 (14:02Z, 205min ago) reports dual blockers β€” sAAPL Pyth feed down (ranking computation incomplete, can't identify worst-2 performers from full set) AND sNVDA supply exhausted. Engine is in explicit HOLD; no new buy candidates identified, zero intents posted.","badge":"DATA HOLD, SUPPLY DRY","confidence":"high","bottomLine":"The contrarian engine has NOT identified new buy candidates β€” it is explicitly in hold pending complete Pyth data (sAAPL feed down at w26) and sNVDA supply recovery. The hold is disciplined and correctly diagnosed: 10+ wakes at multiple price points (oracle+0.5% β†’ oracle MID) produced zero sNVDA fills, confirming a supply-side hard floor, not a pricing miss. No new intents since 10:35Z (w24); the 4h fallback (~18:30Z) will be the first post-equity-open reassessment.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA: 0 fills across 10+ wakes stepping from oracle+0.5% β†’ oracle MID (w21–w26); open_intents=0 at snapshot. Secondary: sAAPL Pyth feed down at w26, preventing ranking of worst-2 from full 5-asset set. BTC put 0x0833 (w22) also expired unfilled β€” option demand confirmed absent market-wide, not just"},"reasoningRead":"Sound, solving the right problem. The engine correctly distinguished pricing failure (tested 5+ price levels) from supply exhaustion (no sellers at any price), and correctly paused rather than churn. w26's explicit dual-blocker diagnosis (feed down + supply dry) is quantitatively grounded. One subtle gap: with sAAPL feed down the engine can't compute full rankings, but it also has an implicit thir","wakeTriggers":["sNVDA seller appears on book (posterGives: sNVDA)","Option demand appears (custom/unknown intent)","4h fallback (~18:30Z, nextFallbackMin=166)","MISSING: sMSFT or sAAPL sellers β€” if worst-performer ranking shifts to a different equity, watcher won't fire","MISSING: sAAPL feed restoration signal β€” data blocker won't clear via current triggers"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 9 recent deals; primary swap filler for equity assets; SSV ask spread at +137bps may deter arb but doesn't block equity swap fills dire","available":"ok, awake"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals (swap counterparty); actively snipes mispriced swaps β€” could take a compelling sNVDA bid if spread narrowed further, but supp","available":"watcher dying 3x/h (pidAlive=false at la"},{"agent":"stacker-massimo","fit":"no","why":"Accumulates sNVDA/sAAPL on buy side (bid 2111 open) β€” same direction as option-writer, not a seller; 1 historical deal was likely a differen","available":"idle 3+ wakes, bid 2111 open"},{"agent":"option-taker-matheus","fit":"yes","why":"Direct counterparty for the 30% option-writing sleeve; zero option fills since w20 confirms option-taker is not seeing value in current opti","available":"ok, 5 deals lifetime"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable from data. The 0x5F79 DeadlineSwap (BTC+sAAPL β†’ USDC) is inbound not outbound β€” option-writer is a buyer, not a USDC receiver for that template. Stacker-massimo's live sAAPL ask could be a buy candidate under the 70% equity sleeve, but w26 explicitly blocks action on sAAPL due to feed-down data risk. No other equity asks visible at snapshot for sMSFT, sNVDA.","wakeScript":{"wellReasonedForMission":false,"good":["Watches the two active blocking conditions (sNVDA supply, option demand) β€” correctly reactive rather than polling on time alone","4h fallback is patient and appropriate; fires after 13:30Z equity open, giving fresh Pyth data for next ranking cycle","Zero-LLM, uses newMatches to avoid re-firing on seen intents"],"lacking":["Only watches for sNVDA sellers β€” if worst-performer ranking shifts to sMSFT or sAAPL (or BTC/ETH), no trigger fires until 4h fallback; agent misses the event th","No sAAPL feed health check β€” feed restoration (the data blocker w26 cited) won't unblock the watcher","No trigger on option-taker posting a new custom intent for ETH/BTC options β€” optionDemand predicate catches 'unknown/custom' broadly but option-taker-matheus ma"],"suggestedChange":"Broaden the seller predicate from sNVDA-only to any worst-performer candidate (sNVDA | sMSFT | sAAPL) so the watcher fires when any equity supply appears, not just the currently-exhausted asset β€” this is the single event that would unlock t"},"issues":[{"scope":"agent","title":"Watcher blind to non-sNVDA equity sellers","detail":"Wake script only triggers on sNVDA sellers. If the contrarian ranking shifts (e.g. sAAPL or sMSFT becomes worst performer once sAAPL feed restores), the agent waits the full 4h fallback instead of acting on appearing supply.","fix":"In wake-watch predicate, change snvdaSeller to match any of sNVDA | sMSFT | sAAPL as posterGives symbol β€” one-line change."},{"scope":"agent","title":"No sAAPL data-feed health check before acting on sAAPL","detail":"w26 correctly blocked on sAAPL feed being down. But the watcher will still fire on sAAPL sellers appearing even when the feed is down β€” if it wakes to find sAAPL sellers but can't price them, it will defer again. A feed pre-check in the wake script saves a wasted LLM call.","fix":"Add a Pyth feed validity check for sAAPL at wake-start; if feed timestamp > 15min stale, log and re-arm instead of running ranking."},{"scope":"agent","title":"30% option sleeve has produced zero fills across all tested variants","detail":"ETH calls (w19–w20), BTC put (w22–w23) β€” 0 fills. Option-taker-matheus has only 5 lifetime deals. The option-writing sleeve is dead weight at current market depth; continued posting locks $9 collateral per wake for no yield.","fix":"Suspend option sleeve until option-taker-matheus signals active demand (e.g. β‰₯1 option fill in prior 24h); reallocate collateral to the 70% equity engine's bid ceiling."}],"assessment":"The contrarian engine has NOT identified new buy candidates β€” it is explicitly in hold pending complete Pyth data (sAAPL feed down at w26) and sNVDA supply recovery. The hold is disciplined and correctly diagnosed: 10+ wakes at multiple price points (oracle+0.5% β†’ oracle MID) produced zero sNVDA fills, confirming a supply-side hard floor, not a pricing miss. No new intents since 10:35Z (w24); the 4h fallback (~18:30Z) will be the first post-equity-open reassessment."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":45,"msgs":860,"total":43263698,"totalUsd":17.29,"w5":707082,"w5Usd":0.42,"w5PctPool":0.3,"w7":43263698,"w7Usd":17.29,"w7PctPool":1.8,"w5Son":707082,"w7Son":18642658,"hourly":[0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T07:15:27.305Z","tokens":707082,"usd":0.42,"msgs":16}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":552,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":549,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":893}},"verdict":{"summary":"530 min post-w57 (+57 min from prior at 473 min). Both maker binaries (#1827 sMSFT<$420 give 7β†’1.756 USDC, 79.94%; #1916 sNVDA>$195 give 7β†’1.983 USDC, 77.93%) still unfilled β€” no change since last summary. Watcher ARMED, pidAlive=true, nextFallbackMin=912 (fires ~15h from now at the 24h wall from w57). Agent is alive and correctly resting. Core risk: watcher","badge":"PATIENT MAKER RESTING","confidence":"medium","bottomLine":"Technically healthy β€” watcher armed, no errors, correct 24h cadence. Both open intents (#1827, #1916) remain unfilled at 530 min; the Step-1 question (are Polymarket odds still above posted implied probs?) is unanswerable from snapshot data because the watcher does not poll Polymarket intra-wake. If Polymarket odds have drifted below 79.94% or 77.93% since w57, the agent is holding mispriced maker posts it cannot self-correct until the 24h fallback (~912 min out).","rootCause":{"class":"maker-only","evidence":"4 lifetime settled deals vs 56 wakes; both open intents are maker posts (give 7 USDC) with no taker in 530+ min. arb-hunter-tom (34 deals) and vulture-andrew (46 deals) are the primary candidate takers but neither has filled #1827 or #1916. No infra block β€” this is market structure: the implied prob"},"reasoningRead":"Sound reasoning solving the right problem β€” w56/w57 logic was correct (exit stranded sAAPL, deploy capital into fresh Polymarket-validated binaries). The mission loop is working as designed. The gap is not in reasoning quality but in the watcher's temporal blind spot: it cannot detect mid-cycle odds drift, so the agent can't tell whether its maker probs are still valid 8+ hours later.","wakeTriggers":["ownIntentResolved fires if #1827 or #1916 fills or expires","newMatches fires if any new BinaryBet or Option intent appears on book","24h fallback arms (~912 min remaining)","MISSING: no Polymarket odds re-poll between wakes β€” if sMSFT/<$420 or sNVDA>/$195 odds drift materially, agent won't know until fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker of near-decided binaries; 34 deals; would take #1827 or #1916 if oracle implies the other side is mispriced vs CEX feed","available":"ok, active"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced intents; 46 deals; would take if it sees edge on the contra side β€” watcher dying 3x/~1h (pidAlive context) may have dela","available":"watcher instability per Step-1; pidAlive"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BinaryBets below-market on BTC/ETH + tech equities up; sNVDA>$195 aligns with bear-yosher's equity-up leg β€” could be natural contra to","available":"ok, w59 fallback imminent (~7h equity op"},{"agent":"mimic-ljuba","fit":"no","why":"Mirrors recent bets rather than taking contra; 1 prior settled deal with polymarket-ljuba was a custom live trade, not binary contra","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher fires on new BinaryBet/Option intents appearing on book, but between w57 (530 min ago) and now no new wake fired β€” meaning either no new binary/option intents appeared on-chain, or the 0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC, ~43 min remaining at Step-1 snapshot) was not a binary/option and would not have triggered the watcher. Cannot confirm whether any Polymarket-misprice","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expire) β€” essential for capital deployment loop","Fires on any new BinaryBet or Option intent appearing β€” enables immediate taker response without waiting for fallback","24h fallback is correctly patient for a value-betting strategy (no sub-minute poll anti-pattern)","Zero-LLM watcher; pidAlive=true, no errors; clean architecture"],"lacking":["No Polymarket odds re-poll intra-wake: if sMSFT/<$420 or sNVDA>/$195 odds drift below the posted implied probs (79.94%, 77.93%), the agent holds mispriced maker","No oracle price check on MSFT/$420 or NVDA/$195 thresholds β€” a large price move could make the posted binary deeply mispriced without triggering a re-evaluation"],"suggestedChange":"Add a periodic Polymarket odds re-poll (e.g., every 2–3h within the loop) for the two open intent instruments; if current Polymarket implied prob has dropped more than 5pp below the posted implied prob (#1827: below ~75%, #1916: below ~73%)"},"issues":[{"scope":"agent","title":"Watcher cannot detect Polymarket odds drift on open maker posts","detail":"Both #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) were posted 530 min ago against Polymarket validation at w56/w57. The watcher has no intra-wake Polymarket poll. If odds have since moved β€” e.g., MSFT rallied toward $420, compressing <$420 prob β€” the agent's maker quote is now a gift to","fix":"Add a Polymarket odds check inside runWatchLoop (e.g., every 2h) for the open intent instruments; fire wake if current Polymarket implied prob deviates >5pp from the posted implied prob in either direction."},{"scope":"agent","title":"912-min fallback is the only self-correction window for stale probs","detail":"The 24h fallback fires at w58, ~912 min from now. If the binary probs are wrong, the agent won't correct for ~15h. Given 530 min already elapsed and the equity open in ~7h (Step-1), market conditions will move significantly before the fallback fires.","fix":"Shorten the intra-wake Polymarket re-check cadence (see above) rather than shortening the fallback itself β€” keep the 24h fallback as the hard deadline, but add a soft re-eval trigger mid-cycle."}],"assessment":"Technically healthy β€” watcher armed, no errors, correct 24h cadence. Both open intents (#1827, #1916) remain unfilled at 530 min; the Step-1 question (are Polymarket odds still above posted implied probs?) is unanswerable from snapshot data because the watcher does not poll Polymarket intra-wake. If Polymarket odds have drifted below 79.94% or 77.93% since w57, the agent is holding mispriced maker posts it cannot self-correct until the 24h fallback (~912 min out)."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.64,"realizedPnl":2.65,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":580,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":579,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":426}},"verdict":{"summary":"BTC DCA #1294 (w44) and sMSFT approval (w46) complete; watcher date bug fixed at w48 is holding. Since last summary (~05:05Z), ~62 more min elapsed, nextFallbackMin 502β†’445, confirming continuous uninterrupted run. Queued slice for 13:30Z is sMSFT sell (+1.52pp gap) β†’ USDC β†’ BTC buy (-1.65pp gap). LP-Maker's BTC leg will likely need escalation past oracle (p","badge":"ARMED FOR 13:30Z","confidence":"high","bottomLine":"Alive and correctly waiting 7h10min for equity open. The runWatchLoop fires at 2026-06-15T13:30:00Z (primary); fallback arms at ~13:49Z (nextFallbackMin=445). Queued two-step: (1) trim sMSFT +1.52pp β†’ USDC, then (2) DCA BTC -1.65pp. The BTC leg is sequentially dependent on step 1 succeeding β€” no USDC capital exists until sMSFT sells.","rootCause":{"class":"structural","evidence":"Stocks closed Sunday; zero USDC (capital fully committed to BTC #1294 at w44); next actionable window is Monday 13:30Z equity open. 0 open intents is correct β€” no capital, no market."},"reasoningRead":"Sound and solving the right problem. w45–w48 reasoning chain is disciplined: recognized no capital after BTC fill, used w46 for approval housekeeping, fixed the date bug at w48 rather than sleeping past it. No churn. The 13:30Z plan (trim overweight β†’ fund underweight) is on-mission.","wakeTriggers":["runWatchLoop polls every 5min; fires fireWake() when Date.now() >= 2026-06-15T13:30:00Z","armWatcher fallback at ~13:49Z (nextFallbackMin=445, computed from 14:30Z ceiling set at w48 startup)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"143 lifetime deals; primary BTC swap counterparty. Prior BTC DCA (w41–w44) needed +4% premium to fill after 4 oracle failures β€” LP-Maker is ","available":"alive, continuous operation"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts bids on tech equities (sAAPL/sNVDA/sMSFT); could take rebalancer-lior's sMSFT ask if priced within oracle+1%. Currently idle 3+ wakes.","available":"idle, bid #2111 open but no recent fills"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced swaps; could take an attractively-priced sMSFT ask or BTC offer. Watcher process has died 3Γ— in ~1h β€” reliability uncert","available":"watcher unstable (pidAlive=false at last"}],"reliableCounterparties":1,"missedOpportunities":"None. No USDC capital since w44; stocks closed. No book opportunities existed that were within mission scope.","wakeScript":{"wellReasonedForMission":true,"good":["runWatchLoop polls every 5min β€” fires precisely at 13:30:00Z without burning a full LLM wake","Explicit 14:30Z fallback ensures agent wakes even if the loop misses the trigger window","FALLBACK_MS = Math.max(..., 5min) prevents negative/zero arm on late restart","Zero-LLM watcher; label clearly encodes the trade plan for the wake agent","Watcher date bug (2026-06-16β†’2026-06-15) was caught and fixed at w48 β€” now targeting correct Monday"],"lacking":["FALLBACK_MS computed once at startup (w48, 21:44Z); if the process were killed and restarted after 14:30Z today, fallback arms at 5min minimum β€” harmless but si","No sequencing signal: if sMSFT trim finds no taker at 13:30Z (no USDC generated), BTC DCA has no capital; the wake agent must handle this in reasoning, not the "],"suggestedChange":"Add a second fireWake condition at 14:00Z ('sMSFT trim deadline β€” DCA BTC with whatever USDC available') so a partial fill of the sMSFT leg at open still produces a BTC DCA attempt rather than deferring the whole plan to fallback."},"issues":[{"scope":"agent","title":"Sequential capital dependency: sMSFT trim must fill before BTC DCA has USDC","detail":"The two-step plan (sell sMSFT β†’ buy BTC) has no fallback if step 1 finds no taker at 13:30Z open. stacker-massimo (idle) and vulture-andrew (watcher unstable) are the only non-LP-Maker sMSFT takers. If LP-Maker's sMSFT bid is below the trim's limit, rebalancer-lior stalls with 0 USDC.","fix":"At 13:30Z wake: post sMSFT ask first; if not filled within one escalation attempt (oracle β†’ oracle+1%), post BTC DCA intent funded by whatever USDC exists in wallet rather than waiting for full sMSFT proceeds."},{"scope":"agent","title":"BTC DCA likely needs premium escalation; first-attempt fill not guaranteed","detail":"w41–w44 history: oracle failed 12+ times; escalated to +4% before LP-Maker filled. LP-Maker's SSV spread is currently +137bps β€” BTC pricing may be similar, meaning oracle-priced BTC intent will fail and 3–4 escalation rounds will be needed at 13:30Z.","fix":"Start BTC escalation at +1.47% (not oracle) given prior failure pattern. Saves 1–2 failed wake cycles and reduces time-to-fill at a crowded 13:30Z open with 4 other agents firing simultaneously."}],"assessment":"Alive and correctly waiting 7h10min for equity open. The runWatchLoop fires at 2026-06-15T13:30:00Z (primary); fallback arms at ~13:49Z (nextFallbackMin=445). Queued two-step: (1) trim sMSFT +1.52pp β†’ USDC, then (2) DCA BTC -1.65pp. The BTC leg is sequentially dependent on step 1 succeeding β€” no USDC capital exists until sMSFT sells."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":574,"wakes":65,"firstWakeMs":1780948343000,"lastWakeMs":1781507820000,"ageMin":7,"lastWhy":"Bid 2111 on-price (no refresh needed); only sAAPL sell above oracleΓ—1.01 ceiling; no sNVDA sells; deterministic skip.","repeatWakes":58,"avgGapMin":146,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781510655261,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":40}},"verdict":{"summary":"w61–w62 (06:19–06:47Z) confirm the same no-action conclusion as w58–w60: bid 2111 still open at oracle+0.5%, no sAAPL/sNVDA ask within oracleΓ—1.01 ceiling. The Step-1 question is now answered: Vulture-Andrew's live sAAPL ask (gives 0.02732062 sAAPL β†’ wants 8.098 USDC) implies ~$296.45/sAAPL, which is +181bps above oracle ($291.15) and +81bps above the $294.0","badge":"Ceiling-Blocked, Correctly Idle","confidence":"high","bottomLine":"Both available sAAPL asks (LP-Maker at +137bps, Vulture-Andrew at ~+181bps above oracle) exceed the oracleΓ—1.01 ($294.06) ceiling β€” stacker has evaluated and correctly rejected both. Zero trading activity is market-driven, not agent fault. Bid 2111 sits correctly at oracle+0.5%; next action awaits either a within-ceiling ask or oracle drift.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker sAAPL ask at oracle+137bps; Vulture-Andrew sAAPL ask at ~$296.45 (8.098 USDC / 0.02732062 sAAPL) = oracle+181bps β€” both above $294.06 ceiling. All 10 lifetime settled deals were against LP-Maker (8) or Option-Writer (1 swap); no counterparty currently offering within-ceiling sAAPL/sNVDA."},"reasoningRead":"Sound and on-mission. Each of the five idle wakes (w58–w62) applies taker-first rule + oracleΓ—1.01 ceiling correctly and avoids the prohibited second bid while 2111 is open. No churn detected. w62's explicit 'Re-armed watcher (prior was dead)' shows the agent is self-aware about watcher lifecycle, which is good hygiene.","wakeTriggers":["bid 2111 resolved (fill or expiry)","sAAPL oracle drifts >0.5% from $291.15 base","new sNVDA or sAAPL sell intent appears after watcher armed","45-min fallback (next ~07:32Z)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 10 settled deals; primary historical source of sAAPL asks β€” but current ask is at oracle+137bps, above ceiling","available":"on-book but above oracleΓ—1.01 ceiling; n"},{"agent":"vulture-andrew","fit":"maybe","why":"live sAAPL ask (0.02732062 sAAPL β†’ 8.098 USDC, ~$296.45) is above $294.06 ceiling; would qualify on lot size (≀12 USDC) but not price","available":"on-book, above ceiling β€” watcher correct"},{"agent":"rebalancer-lior","fit":"maybe","why":"occasionally posts sAAPL/sNVDA swaps as part of portfolio rebalancing; could post a within-ceiling ask","available":"unknown β€” no current sAAPL/sNVDA ask vis"}],"reliableCounterparties":0,"missedOpportunities":"None. Vulture-Andrew's sAAPL ask at ~$296.45 (8.098/0.02732062) exceeds the $294.06 ceiling by $2.39 (+81bps over ceiling). LP-Maker's ask is also above ceiling at +137bps. No qualifying ask was available across w58–w62.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on bid 2111 resolution β€” the primary event that unlocks next action","Oracle drift >0.5% trigger correctly catches repricing scenarios where stale ceiling estimate would lead to wrong skip/take decision","isSellOpportunity fires on new sAAPL/sNVDA asks ≀12 USDC β€” right event, right instruments, right lot filter","45-min fallback ensures the agent evaluates ALL book state (including asks present at arm-time like Vulture's) on a known cadence","Zero-LLM watcher; no sub-minute poll; correct cadence for a patient accumulator"],"lacking":["isSellOpportunity does not filter by price: any sAAPL/sNVDA ask ≀12 USDC fires a wake even if far above ceiling β€” minor; the agent-LLM correctly rejects it, but","seen-set initialized at arm-time: asks already on book (e.g. Vulture's current ask) are baseline-excluded and will only be re-evaluated via 45-min fallback, not"],"suggestedChange":"In the oracle-drift branch (check 2), after detecting drift, also scan ALL current open sAAPL/sNVDA asks (not just new ones) for ceiling qualification and fire 'existing ask now within ceiling' wake β€” this closes the ~45-min re-evaluation g"},"issues":[{"scope":"agent","title":"Ask-side drought: both LP-Maker (+137bps) and Vulture-Andrew (+181bps) above oracleΓ—1.01 ceiling","detail":"Stacker's only historical counterparty (LP-Maker) and the one active sAAPL ask (Vulture) are both above the $294.06 ceiling. Until LP-Maker's spread narrows or a new within-ceiling ask appears, stacker cannot take β€” this is a market structure problem, not agent fault.","fix":"Monitor LP-Maker's sAAPL spread; if it stays >100bps above oracle for multiple cycles, investigate whether LP-Maker's pricing is miscalibrated (fleet-level issue) or consider whether stacker's 1% ceiling is appropriate given current market conditions (agent-level config)."},{"scope":"agent","title":"isSellOpportunity lacks price pre-filter β€” false-positive wakes on above-ceiling asks","detail":"When Vulture-Andrew posts a new sAAPL ask (or similar agents), the watcher fires a wake even if the implied price is well above oracleΓ—1.01. Each false-positive wake costs ~$0.48 in tokens. Low severity now (book thin), but could compound if above-ceiling ask activity increases.","fix":"Add a heuristic price check in isSellOpportunity: compute implied price (USDC / sAAPL amount) and compare against a hardcoded oracle_max before firing. Requires approximate oracle value in the watcher β€” or simply accept the cost and let the LLM filter."},{"scope":"agent","title":"Seen-set gap: oracle-drift wake does not re-evaluate existing asks","detail":"If sAAPL oracle drops (e.g. by $3), Vulture's ask at ~$296.45 could move within the new ceiling β€” but the watcher won't notice because Vulture's intent is in the initial seen set. The 45-min fallback is the only recovery path (max ~45-min delay to capture the opportunity).","fix":"In the oracle-drift branch, scan full open intents (not just newMatches) for isSellOpportunity AND check implied price vs updated ceiling. If any qualify, fireWake with reason."}],"assessment":"Both available sAAPL asks (LP-Maker at +137bps, Vulture-Andrew at ~+181bps above oracle) exceed the oracleΓ—1.01 ($294.06) ceiling β€” stacker has evaluated and correctly rejected both. Zero trading activity is market-driven, not agent fault. Bid 2111 sits correctly at oracle+0.5%; next action awaits either a within-ceiling ask or oracle drift."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":547,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":547,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2757}},"verdict":{"summary":"Confirmed from prior run: MARKET_OPEN_MS=1781530200000 fires at 13:30Z today (~6.2h from snapshot); nextFallbackMin=2776 is the 55h safety net, not the trigger. New this run: wake script contains ONLY crypto trailing averages (BTC 64136.58, ETH 1670.93, SSV 2.31) β€” zero equity baselines. The 13:30Z wake will almost certainly be a warm-up sample pass for sAAP","badge":"AWAITING EQUITY OPEN","confidence":"high","bottomLine":"Swing-nikita is correctly dormant: crypto above trailing averages and zero inventory block any pre-open action. MARKET_OPEN_MS fires at 13:30Z today but the watcher holds NO equity baselines β€” the first post-open wake (w42) will warm up for equities, not trade. An equity gap dislocation at open would be missed on the first print; plus the MARKET_OPEN_MS condition will fire duplicate wakeWake() signals every 60s until the agent rewrites current.ts.","rootCause":{"class":"structural","evidence":"Crypto above trailing averages at w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%); zero inventory blocks sell-strength signals on all three. US equity oracle closed until 13:30Z. No deals since at least w34 (06-14T12:56Z, 8+ consecutive blank wakes). Correctly patient β€” market structure provides no edge."},"reasoningRead":"Sound and solving the right problem. Each wake produces distinct reasoning: warming-up (w34-35), sub-threshold (w36-38), zero-inventory sell-blocked (w39-41). Agent consistently identifies the correct constraint rather than churning on stale signals. Not off-mission.","wakeTriggers":["Crypto BUY-DIP: BTC ≀ 63,174 / ETH ≀ 1,645.9 / SSV ≀ 2.276 (spot βˆ’1.5% vs trailing avg)","MARKET_OPEN_MS: Date.now() >= 1781530200000 (13:30Z 2026-06-15)","MISSING: no one-shot guard on MARKET_OPEN_MS β€” fires fireWake() every 60s after 13:30Z until script is rewritten","MISSING: no equity trailing averages (sAAPL/sNVDA/sMSFT) in watcher β€” intraday equity dislocations cannot re-trigger the watcher after 13:30Z unless w42 bakes b"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary equity and crypto swap counterparty; resting asks for sAAPL/sNVDA/sMSFT and crypto. Currently sAAPL ask above oracleΓ—1.01 ceiling, S","available":"ok (143 deals, health ok)"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps fire at equity open; could post a slice that overlaps swing-nikita's dislocation direction if same asset is targeted.","available":"ok (15 deals)"},{"agent":"momentum-nikita","fit":"maybe","why":"Co-fires at equity open; posts delivered swaps that could be takeable if momentum-nikita picks a dislocated asset swing-nikita is also fadin","available":"ok (9 deals, fallback ~19min)"}],"reliableCounterparties":1,"missedOpportunities":"none β€” crypto above trailing averages and zero inventory prevent any pre-open trade. DeadlineSwap 0x5F79 (BTC+sAAPLβ†’5.025 USDC) is not swing-nikita's mission (taker of delivered swaps, not deadline fills). No equity buy-dip intents on book during closed hours.","wakeScript":{"wellReasonedForMission":true,"good":["MARKET_OPEN_MS one-time trigger correctly encodes 13:30Z (verified: 1781530200Γ—1000 = 2026-06-15T13:30:00Z)","Crypto BUY-DIP thresholds match w41 trailing averages and zero-inventory constraint correctly baked in (sell-strength excluded)","55h fallback is a safety net sized to cover the gap to market open β€” not the primary trigger","60s poll cadence appropriate for volatile crypto monitoring"],"lacking":["MARKET_OPEN_MS has no one-shot guard: after 13:30Z every 60s loop iteration calls fireWake() until agent rewrites current.ts β€” duplicate wake signals if process","No equity trailing averages (sAAPL/sNVDA/sMSFT) β€” w42 at 13:30Z will be warm-up sample collection, not an executable equity scan; a gap dislocation at open woul","After w42 rewrites script, the watcher needs β‰₯3 live market-hours equity samples before it can re-trigger intraday β€” two more wakes minimum before equity disloc"],"suggestedChange":"Add `let marketOpenFired = false;` before runWatchLoop and gate the trigger: `if (!marketOpenFired && Date.now() >= MARKET_OPEN_MS) { marketOpenFired = true; fireWake(...); }` β€” eliminates duplicate signals for free."},"issues":[{"scope":"agent","title":"MARKET_OPEN_MS fires on every 60s loop iteration after 13:30Z","detail":"No one-shot guard: `if (Date.now() >= MARKET_OPEN_MS) fireWake(...)` runs every poll cycle after open. If the agent takes >60s to wake and rewrite current.ts, duplicate signals accumulate. Low blast radius (fireWake is likely idempotent) but noisy and wastes tokens.","fix":"Add `let marketOpenFired = false;` before the loop; wrap trigger with `if (!marketOpenFired && ...) { marketOpenFired = true; fireWake(...); }`."},{"scope":"agent","title":"No equity baselines in watcher β€” 13:30Z wake is warm-up, not trade","detail":"CRYPTO_AVGS only. At 13:30Z, w42 scans equity oracle with 0 live market-hours samples; logs 'warming up 1/3' and no trade. First equity dislocation trade is w43 at earliest (2nd sample), more likely w44. If equities gap β‰₯1.5% at open, swing-nikita misses the first print entirely.","fix":"In w42 script, lower the equity warm-up threshold: accept 1-sample baseline if the first live print deviates β‰₯2% from Sunday's last oracle price β€” treat the gap itself as the dislocation signal rather than requiring 3 samples to confirm a trailing average."}],"assessment":"Swing-nikita is correctly dormant: crypto above trailing averages and zero inventory block any pre-open action. MARKET_OPEN_MS fires at 13:30Z today but the watcher holds NO equity baselines β€” the first post-open wake (w42) will warm up for equities, not trade. An equity gap dislocation at open would be missed on the first print; plus the MARKET_OPEN_MS condition will fire duplicate wakeWake() signals every 60s until the agent rewrites current.ts."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":202,"msgs":3993,"total":232262043,"totalUsd":133.48,"w5":18127294,"w5Usd":12.34,"w5PctPool":7.3,"w7":232262043,"w7Usd":133.48,"w7PctPool":9.7,"w5Son":18127294,"w7Son":174737413,"hourly":[2.2,1.17,5.35,1.49,2.13,2.49,0.15,5.56,2.1,0.98,0.77,1.39,1.4,1.36,2.78,7.65,7.94,6.6,1.18,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T07:23:09.082Z","tokens":663787,"usd":0.63,"msgs":13}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.24,"realizedPnl":2.22,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":563,"wakes":222,"firstWakeMs":1780945920000,"lastWakeMs":1781508120000,"ageMin":2,"lastWhy":"SSV 2240 way below 1.55% tolerance β€” concurrent session error. All other baits within [1.55%, 2.05%]. No takeable edges.","repeatWakes":182,"avgGapMin":42,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781510546198,"watching":"14 intents, none takeable; soonestExpiry=1781509634; next poll 86s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":122,"nextFallbackMin":38}},"verdict":{"summary":"PID dying is now a structural pattern: w185, w191, w193/w194 relaunch cycle, and current snapshot (pidAlive=false again) β€” 4th confirmed death in ~1h. Critically: armed=true/nextFallbackMin=30 means NOT crashed, just scan-edges-dark until fallback fires. Agent-level execution remains sharp (w193 SSV requote at [1.55%,2.05%] boundary, proactive BTC guard mana","badge":"SCANNING-BLIND, PID DEAD","confidence":"high","bottomLine":"Armed with nextFallbackMin=30 β€” NOT crashed, but pidAlive=false means 30s scan-edges polling is dark right now. The 0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC, ~43min at snapshot) appears in zero of 8 recent wakes β€” almost certainly missed in a PID-dead gap. 46 lifetime deals with 3 reliable counterparties, but repeated scanning gaps are eroding real-time edge detection.","rootCause":{"class":"toolchain-blocked","evidence":"PID deaths confirmed at w185, w191, w194-relaunch, current snapshot; w193 gap explicitly caused '4 baits expired 07:08-09 before watcher fallback 07:15'; 0x5F79 DeadlineSwap absent across all 8 recent wakes despite being in vulture's target zone; $2.25 realized PnL vs $131.29 lifetime token spend"},"reasoningRead":"Sound and disciplined on the problems it can see β€” SSV requote at tolerance boundary, proactive replenish guard management, concurrent-session deduplication all correct. But reasoning only applies AFTER fallback fires; during PID-dead windows (potentially 30-120min each) the agent is dark to live edges. Sharp reasoning applied to a blind scan is the right problem solved with incomplete data.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (SUSPENDED while PID dead)","pre-expiry: ~5min before soonest intent expiry (SUSPENDED while PID dead)","check-my-quotes: erosion/undercut cancel triggers (SUSPENDED while PID dead)","fallback: 2h hard fallback β€” ARMED, fires in ~30min (sole live detection path)","MISSING: no self-restart on process exit β€” polling loop dies silently, relies entirely on fallback deadline"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 settled swaps in recent detail; deep inventory on all instruments vulture targets","available":"ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 settled swaps recently; overlapping instrument set, both hunting mispricings","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 settled swaps recently; OW posts near-decided options vulture takes","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"1 settled swap; posts directional swaps vulture can evaluate on rotation","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"0x5F79 DeadlineSwap (BTC+sAAPL β†’ 5.025 USDC, ~43min remaining at snapshot) β€” absent from all 8 recent wakes. Multi-asset compound intent is precisely vulture's mandate; unverifiable whether edge β‰₯1% without scan output, but a deadline swap with 43min left warrants evaluation. Likely missed during PID-dead scanning window. Also: w193 logged '4 baits expired 07:08-09 before watcher fallback 07:15' β€”","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges + check-my-quotes zero-LLM polling every 30s β€” correct cadence for a real-time sniper mission","honeypot pre-seed (IDs 779, 836, 869) prevents re-firing on confirmed traps","pre-expiry trigger catches own intent window 5min early β€” protects the book","EDGE_MIN_PCT=1% threshold is appropriately selective; prevents chasing noise","2h hard fallback as safety net β€” the one thing keeping the agent from going fully dark"],"lacking":["No self-restart on process exit: when runWatchLoop terminates, scan-edges/check-my-quotes stops entirely until fallback fires β€” gap can be 30-120min","seenEdgeIds is in-memory only: dies with the process, so a refused intent could re-fire spuriously after each PID death"],"suggestedChange":"Add a platform-level process supervisor (or exit-hook in wake-watch.js) that restarts the polling loop immediately on crash, rather than waiting for the armWatcher fallback deadline β€” each PID death currently leaves vulture scanning-blind f"},"issues":[{"scope":"core","title":"Watcher process dying repeatedly β€” 4+ confirmed PID deaths in ~1h","detail":"runWatchLoop exits silently; pidAlive=false at w185, w191, w194 relaunch, and current snapshot. Each death creates a scan-dark window until the fallback fires. w193 gap explicitly lost '4 baits expired 07:08-09 before fallback 07:15'. Platform-level pattern β€” likely affects other agents with watcher","fix":"Add a supervised restart in wake-watch.js: on runWatchLoop exit, trap the exit event and re-exec with a shortened fallback window (15min) rather than waiting for the original deadline. Fleet-wide fix."},{"scope":"agent","title":"0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC) not evaluated in 8 recent wakes","detail":"External multi-asset compound intent with ~43min remaining at snapshot β€” in vulture's core target zone. Absent from all logged wake reasoning. Likely scan-edges missed it during a PID-dead gap, or the tool does not enumerate compound/multi-asset intents as 'takeable edges'.","fix":"At next wake: manually check if scan-edges surfaces compound intents (multi-asset β†’ USDC deadline swaps); if not, extend scan-edges coverage or add a dedicated compound-intent scan step."},{"scope":"agent","title":"PnL efficiency: $2.25 realized vs $131.29 lifetime token spend","detail":"46 deals settled but net realized PnL is $2.25 β€” token costs alone are 58x realized gains. Either the PnL metric is partial (fees/settlement not captured), or the edge-per-deal is narrowing. Worth auditing at the agent level whether bait margins are being correctly tracked.","fix":"Verify realized_pnl_usd accounts for all settled deal proceeds; if accurate, review bait margins β€” 1.02-1.95% posted spreads should yield >$2.25 across 46 deals unless many expired uncollected."}],"assessment":"Armed with nextFallbackMin=30 β€” NOT crashed, but pidAlive=false means 30s scan-edges polling is dark right now. The 0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC, ~43min at snapshot) appears in zero of 8 recent wakes β€” almost certainly missed in a PID-dead gap. 46 lifetime deals with 3 reliable counterparties, but repeated scanning gaps are eroding real-time edge detection."}}],"unattributed":{"sessions":8935,"tokens":210564171,"usd":114.74,"w5":19545602,"w5Usd":13.22,"hourly":[4.13,4.57,0.62,1.91,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.68,1.32,0.62,0,0,0,0,0]},"boardOverhead":{"sessions":6150,"tokens":57487002,"usd":139.9,"w5":3345612,"w5Usd":10.85,"hourly":[2.14,1.99,2.27,2.54,1.92,2.45,2.33,2.26,2.99,1.65,3.01,1.48,2.06,1.75,2.76,2.36,2.36,4.44,1.89,0,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1835281876,"grandUsd":1149.68,"grandSessions":16318,"attributedTokens":1567230703,"unattributedTokens":210564171,"boardTokens":57487002,"reassembledTokens":1835281876,"tokensBalance":true,"attributionPct":88.2,"multiMatchSessions":172,"sessionsScanned":11176,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":87246,"dedupedMsgs":42340,"rawTokens":4144614576,"dedupedTokens":1835281876,"dupRatio":2.258}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T07:20:27.347Z","swarm":{"headline":"PRE-EQUITY HOLD, SCAN CYCLING","funnel":{"posted":2241,"settled":187,"conversionPct":8.34,"byTemplate":{"Swap":"dominant β€” LP-Maker hub: arb-hunter-tom 31/34 lifetime, stacker-massimo 8/10 lifetime, bulk of vulture-andrew 46 lifetime; 14/16 in recent window","custom":"minority β€” polymarket-ljuba 4 lifetime, option pairs ~few; 2/16 recent (option-taker + stacker/option-writer)","DeadlineSwap":"0 settled β€” 0x5F79 BTC+sAAPLβ†’5.025 USDC expiring in 27min, unmatched"}},"liquidityMap":[{"market":"SSV/USDC","flow":"LP-Maker ⇄ Arb-Hunter-Tom","status":"ACTIVE but spread-sensitive β€” 8 fills in recent window; SSV spread self-correcte"},{"market":"BTC/USDC, ETH/USDC","flow":"LP-Maker ⇄ Arb-Hunter-Tom","status":"PAUSED β€” CEX below oracle for crypto makes all USDCβ†’crypto takes negative EV; ar"},{"market":"sAAPL/sNVDA/USDC (equity)","flow":"LP-Maker β†’ Stacker-Massimo (ceiling-blocked)","status":"FROZEN β€” LP-Maker sAAPL ask at oracle+137bps ($295.26); Vulture-Andrew sAAPL ask"},{"market":"BinaryBet (sNVDA>$195, sMSFT<$","flow":"Polymarket-Ljuba β†’ (no taker)","status":"STALLED β€” #1827 (79.94% implied) and #1916 (77.93% implied) unfilled 530+ min; a"},{"market":"Options (sNVDA/sAAPL)","flow":"Option-Writer ⇄ Option-Taker","status":"DRY β€” option-writer sNVDA supply exhausted, sAAPL Pyth feed down at w26; 0 open "},{"market":"DeadlineSwap (BTC+sAAPLβ†’USDC)","flow":"0x5F79 β†’ Vulture-Andrew (unmatched)","status":"EXPIRING UNCOVERED β€” 27min remaining; vulture-andrew fallback fires in 39min (12"}],"causalLinks":[{"cause":"Vulture-Andrew PID cycling (4th confirmed death in ~1h: w185, w191, w193/w194 relaunch, current snapshot); fallback inte","effect":"0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC) will expire in ~27min while watcher is scan-blind; vulture-andrew fallback fi","evidence":"vulture-andrew summary: 'w193 gap explicitly caused 4 baits expired 07:08–09 before watcher fallback 07:15'; 0x5F79 absent across all 8 recent vulture wakes; nextFallbackMin=39 vs 0x5F79 expiry=27min"},{"cause":"LP-Maker sAAPL ask at oracle+137bps and Vulture-Andrew sAAPL ask at oracle+181bps β€” both above stacker-massimo's oracleΓ—","effect":"Stacker-massimo bid 2111 (sAAPL at oracle+0.5%) unfilled for 18+ consecutive wakes; reliableCounterparties=0; equity acc","evidence":"stacker-massimo: 'ceiling $294.06 vs LP-Maker $295.26 (+137bps) and Vulture-Andrew $296.45 (+181bps)'; 10 lifetime deals, all previous with LP-Maker (8) or Option-Writer (1)"},{"cause":"LP-Maker SSV spread peaked at +137bps (w192–w193), exceeding arb-hunter-tom's profitability threshold; correction lagged","effect":"0 SSV fills across w191–w196 (4+ consecutive wakes); self-corrected to +83bps at w196 after -82.6bps oracle drop trigger","evidence":"LP-Maker summary: '+137bps peak w192-w193 β†’ +83bps at w196; 0 fills noted across w191-w196'; arb-hunter-tom is LP-Maker's primary counterparty (31/34 deals)"},{"cause":"US equity market closed until 13:30Z","effect":"5 agents (swing-nikita MARKET_OPEN_MS trigger, rebalancer-lior nextFallbackMin=430, mimic-ljuba nextFallbackMin=374, mom","evidence":"All 5 agent summaries cite equity close as root cause; LP-Maker reliableCounterparties=3; 2 recent momentum-nikita + 1 rebalancer LP-Maker deals in recent window"},{"cause":"Option-writer-matheus sNVDA supply exhausted (w21–w26, stepped oracle+0.5%β†’oracle MID, 0 fills) and sAAPL Pyth feed down","effect":"Option-taker-matheus idle 229min with no fireWake trigger; TEMPLATE_HASH 0xb3d66f matches 0 audited Options since w36","evidence":"option-writer: 'open_intents=0'; option-taker: 'no fireWake in 229min since w36 (03:16Z)'"}],"insights":[{"severity":"critical","title":"Vulture-Andrew PID cycling will cause 0x5F79 DeadlineSwap to expire unmatched","detail":"vulture-andrew is the natural taker for 0x5F79 (BTC+sAAPLβ†’5.025 USDC, 27min remaining), but pidAlive=false at snapshot with fallback firing in 39min β€” 12min after expiry. PID dying is a structural watcher process pattern (4 deaths in ~1h at w185, w191, w193/w194, current), creating 30–39min scan-blind windows each time. The 0x5F79 DeadlineSwap has been absent from all 8 recent vulture wakes. Realized PnL $2.25 vs $131.29 lifetime token ","evidence":"vulture-andrew: pidAlive=false, nextFallbackMin=39; 0x5F79 open book expiry=27min; 4 PID deaths confirmed in ~1h; w193 summary: '4 baits expired 07:08–09 before watcher fallback 07:15'","scope":"fleet","fix":"Reduce vulture-andrew fallback interval to ≀10min in current.ts to cap scan-blind windows below opportunity expiry horizons; separately diagnose PID exit cause (resource leak or uncaught exception in scan loop) β€” 4 deaths/hr is not normal watcher cycling"},{"severity":"warn","title":"Stacker-massimo ceiling-blocked: LP-Maker and Vulture-Andrew sAAPL both above oracleΓ—1.01","detail":"Stacker-massimo bid 2111 (sAAPL at oracle+0.5%) has 0 reliable counterparties after LP-Maker sAAPL landed at oracle+137bps ($295.26) and Vulture-Andrew sAAPL at oracle+181bps ($296.45); stacker ceiling $294.06. This is a cross-agent pricing coordination failure β€” LP-Maker's equity spread exceeds the maximum price any oracleΓ—1.01-ceiling taker will accept, leaving the equity accumulation strategy structurally idle for 18+ wakes.","evidence":"stacker-massimo: reliableCounterparties=0; 'ceiling $294.06 vs LP-Maker $295.26 and Vulture-Andrew $296.45'; 10 lifetime deals all with LP-Maker (8) or Option-Writer (1); 18+ consecutive unfilled wakes","scope":"core","fix":"LP-Maker equity spread: cap sAAPL/sNVDA ask Ξ΄ at ≀50bps when equity is closed/illiquid (no taker with a ≀oracleΓ—1.01 ceiling can fill at +137bps). Alternatively: expose LP-Maker's current equity-ask spread via a query tool so downstream ceiling-bound agents (stacker-massimo) can "},{"severity":"warn","title":"LP-Maker SSV spread correction lags oracle moves by 1–2 wakes, suppressing arb-hunter-tom fills","detail":"SSV spread peaked at +137bps (w192–w193), suppressing arb-hunter-tom SSV takes for 4 consecutive wakes (w191–w196, 0 fills). Self-corrected to +83bps at w196 after -82.6bps oracle drop triggered volTerm=41.3bps recalculation. The correction mechanism works but fires one wake late, creating a fill-suppression window each time a large oracle move occurs. Arb-hunter-tom is LP-Maker's most prolific counterparty (31/34 deals), so each suppre","evidence":"LP-Maker summary: 'SSV spread SELF-CORRECTED from +137bps peak (w192-w193) to +83bps at w196'; '0 fills noted across wakes w191-w196'; arb-hunter-tom: 34 lifetime deals, 31 with LP-Maker","scope":"core","fix":"LP-Maker: trigger Ξ΄ recalculation intra-wake when the oracle move since last recalculation exceeds 50bps, rather than waiting for the next wake. The volTerm formula is fast and cheap β€” running it mid-wake on a fresh oracle quote prevents the lag window"},{"severity":"warn","title":"13:30Z equity open activates 5 agents simultaneously β€” LP-Maker concurrency pressure","detail":"Swing-nikita (MARKET_OPEN_MS=1781530200000), rebalancer-lior (nextFallbackMin=430 β‰ˆ 13:30Z), mimic-ljuba (nextFallbackMin=374 β‰ˆ 13:26Z), momentum-nikita (fires imminently, next equity-open cycle), and bear-yosher (post-w59 fallback) all activate near 13:30Z. LP-Maker is the primary counterparty for rebalancer-lior's BTC/sMSFT leg and momentum-nikita (2 recent deals). Simultaneous intent posting may spike LP-Maker wake frequency and trig","evidence":"Orient: '13:30Z equity open in ~7h fires 5 agents simultaneously'; rebalancer-lior: 'nextFallbackMin=445, ~13:30Z sMSFT sell β†’ USDC β†’ BTC buy'; momentum-nikita: 'nextFallbackMin=2' (fires now); LP-Maker: reliableCounterparties=3","scope":"fleet","fix":"Stagger equity-open fallbacks for rebalancer-lior, mimic-ljuba, and swing-nikita by 5–10min offsets to prevent simultaneous LP-Maker hits; momentum-nikita and bear-yosher will self-stagger if their equity-open triggers are time-based rather than hard-coded"},{"severity":"ok","title":"Option pair structurally dry β€” supply exhaustion and Pyth feed, not infra","detail":"Option-writer sNVDA supply exhausted across w21–w26 (stepped oracle+0.5%β†’oracle MID, 0 fills at any level); sAAPL Pyth feed down prevents ranking from full 5-asset set. Option-taker armed, pidAlive=true, but no TEMPLATE_HASH 0xb3d66f Options have appeared in 229min. Both agents alive; this is market-structure and data-feed, not platform.","evidence":"option-writer: 'open_intents=0'; option-taker: 'no fireWake in 229min since w36 (03:16Z)'; sAAPL Pyth feed down at w26","scope":"fleet","fix":"Option-writer: diversify into BTC/ETH options when both sNVDA and sAAPL legs are blocked; track sAAPL Pyth feed recovery separately so ranking can resume as soon as feed restores"},{"severity":"ok","title":"Index-maker and index-taker undeployed β€” 48th consecutive null cycle, no regression","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes for both agents. Byte-for-byte unchanged from all prior runs. The IndexBasket market has never had a maker or taker on either side. Not a platform regression β€” a deployment backlog item.","evidence":"index-maker and index-taker: 0 lifetime tokens, 0 wakes, armed=false, pidAlive=false across 48+ cycles","scope":"fleet","fix":"Decision required: commit wake scripts + fund wallets if IndexBasket market is intended; archive/delete agent configs if not. Continued null cycles add noise to the fleet view"}],"fleetMoves":[{"scope":"fleet","action":"vulture-andrew: reduce fallback interval to ≀10min in current.ts immediately β€” this cycle's 0x5F79 DeadlineSwap expires in ~27min while watcher is dark; separately investigate PID exit cause (4 deaths/hr suggests resource leak or uncaught exception)"},{"scope":"core","action":"LP-Maker equity spread: cap sAAPL/sNVDA ask Ξ΄ at ≀50bps when equity is closed β€” the +137bps spread makes LP-Maker the ceiling-blocker for stacker-massimo (oracleΓ—1.01 = +100bps ceiling) and any other equity accumulator"},{"scope":"core","action":"LP-Maker SSV spread: trigger Ξ΄ recalculation intra-wake on oracle moves >50bps to prevent 1-wake fill-suppression windows that cost arb-hunter-tom (31/34 LP-Maker deals) fills"},{"scope":"fleet","action":"Stagger 13:30Z equity-open fallbacks for rebalancer-lior, mimic-ljuba, and swing-nikita by 5–10min offsets to prevent simultaneous LP-Maker pressure at equity open"}],"at":"2026-06-15T07:24:36.204Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB, PRE-EQUITY HOLD","healthDelta":"Same structural state as last run (LP dominant hub, 13:30Z cluster waiting) β€” no improvement; vulture-andrew watcher dying is a continuing and possibly worsening pattern (3rd death in ~1h, pidAlive=false again at snapshot), and LP-Maker's SSV ask spread has widened further to +137bps, now above even","focusAreas":["vulture-andrew watcher process died 3x in ~1h (pidAlive=false again at snapshot, nextFallbackMin=32); agent execution quality is sharp but platform stability is degrading","LP-Maker SSV spread at +137bps (up from +50bps at w188 stabilization, past prior +120bps emergency level) β€” risks deterring arb-hunter-tom, whose primary edge is stale-oracle snipes","13:30Z equity open in ~7h fires 5 agents simultaneously: bear-yosher (w59 fallback fires ~07:05Z, nextFallbackMin=3), momentum-nikita (fallback in 19min), mimic-ljuba, rebalancer-lior, swing-nikita β€” ","0x5F79 DeadlineSwap (BTC+sAAPL β†’ 5.025 USDC, ~43min remaining at snapshot) β€” external intent expiring; who evaluated it?","stacker-massimo idle 3+ consecutive wakes: bid 2111 open, LP sAAPL ask confirmed above oracleΓ—1.01 ceiling β€” but Vulture-Andrew also has a live sAAPL ask on book"],"perAgentFocus":{"arb-hunter-tom":"7 consecutive WAITs with SSV +25bps CEX premium visible but no stale ask to snipe β€” given LP-Maker's SSV spread has now widened to +137bps (well above arb threshold), has a takeable SSV ask appeared on-chain since the last wake, and is the ","bear-yosher":"w59 fallback fires imminently (nextFallbackMin=3, ~07:05Z); BTC range-bound within [$64,440–$66,406] since w58 β€” will w59 confirm another hold, and is the BTC Β±1.5% watcher trigger still correctly armed for the post-w59 window?","index-maker":"47th consecutive null cycle, zero change on any dimension β€” confirm still dead/undeployed; no action expected.","index-taker":"47th consecutive null cycle, zero change on any dimension β€” confirm still dead/undeployed; no action expected.","lp-maker-matheus":"SSV ask spread widened to +137bps (above prior +120bps emergency level, up from +50bps at w188); sNVDA/sAAPL asks dark 18+ consecutive wakes β€” is the SSV spread overcorrection actively suppressing arb-hunter-tom take frequency, and is there","mimic-ljuba":"507min post-w109 with no BinaryBet clearing β‰₯3pp edge floor; nextFallbackMin=391 lands at 13:29Z equity open β€” confirm this is still correct patient waiting, and check whether Vulture-Andrew's live sAAPL/sMSFT intents on the open book repre","momentum-nikita":"Fallback fires in ~19min (nextFallbackMin=19 at snapshot, ~07:00Z); ETH-BTC gap never crossed 2pp threshold in 465min β€” will w45 confirm another hold on a still-compressed field, and has any equity leader emerged ahead of 13:30Z open?","option-taker-matheus":"Seed-on-first-poll bug (lines 22-24) present since w36 (03:16Z); last deal was pre-seed β€” are there any new Option intents posted on-chain since w36 that would trigger fireWake, and has option-writer-matheus posted any new option after its ","option-writer-matheus":"sNVDA supply exhausted (0x0873 expired unfilled per w26); contrarian engine targeting worst 2 performers β€” with sNVDA/sAAPL prices ahead of 13:30Z open, has the engine identified new buy candidates or is it in hold pending equity price data","polymarket-ljuba":"Both open intents (#1827 sMSFT<$420 ~79.9%, #1916 sNVDA>$195 ~77.93%) still unfilled at 528min; nextFallbackMin=914 β€” are Polymarket odds still above these implied probs, and is there any new Option or BinaryBet mispriced enough to take ahe","rebalancer-lior":"nextFallbackMin=447 at 558min since last wake; 13:30Z equity-open trigger is the primary fire mechanism β€” what is the specific DCA slice queued for 13:30Z (asset + size), and is LP-Maker's sAAPL ask currently within reach of the DCA limit p","stacker-massimo":"Bid 2111 open, LP sAAPL ask above oracleΓ—1.01 ceiling for 3+ consecutive idle wakes β€” Vulture-Andrew has a live sAAPL ask on the open book right now (gives 0.02732062 sAAPL β†’ wants 8.098 USDC); has stacker evaluated this Vulture ask against","swing-nikita":"MARKET_OPEN_MS trigger fires at 13:30Z today; nextFallbackMin=2778 is the 55h safety net β€” what dislocation signals does swing-nikita expect to find at equity open, and are any current equity prices (sAAPL/sNVDA/sMSFT) already stretched vs ","vulture-andrew":"watcher pidAlive=false again (3rd confirmed death in ~1h: w185, w191, current snapshot); last live wake ~5min ago β€” did the most recent wake evaluate the 0x5F79 DeadlineSwap (BTC+sAAPL β†’ 5.025 USDC, ~43min at snapshot) as a takeable edge, a"},"ctas":[{"scope":"agent","text":"vulture-andrew: investigate root cause of repeated watcher process death (3rd in ~1h); check process manager crash loop, OOM, or unhandled exception in the watcher script β€” agent execution is sharp bu"},{"scope":"agent","text":"lp-maker-matheus: review SSV ask spread at +137bps β€” now above the prior emergency +120bps ceiling; assess whether the spread has overshot and is suppressing arb-hunter-tom takes (7 consecutive WAITs "},{"scope":"fleet","text":"0x5F79 DeadlineSwap (BTC+sAAPL β†’ 5.025 USDC) expires in ~43min from snapshot β€” confirm vulture-andrew or arb-hunter-tom has evaluated this; if neither can take it (vulture watcher dead, arb focused on"},{"scope":"fleet","text":"13:30Z equity open: 5 agents fire simultaneously (bear-yosher w59 imminent, momentum-nikita ~07:00Z fallback, mimic-ljuba, rebalancer-lior, swing-nikita); LP-Maker sNVDA/sAAPL asks dark 18+ wakes β€” eq"},{"scope":"agent","text":"stacker-massimo: Vulture-Andrew's live sAAPL ask (0.02732062 sAAPL β†’ 8.098 USDC, ~$296/share implied) is on the open book β€” verify whether this falls within stacker's oracleΓ—1.01 ceiling before it exp"}],"at":"2026-06-15T07:05:41.765Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T08:25:07.173Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":94.44,"used7d":null,"used7dUsd":1168.61,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":52.5,"estPct7d":77.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":149.1,"estPct7d":186.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":155.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":159.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":124224120,"w7":1433943231,"tot":1433943231},"haiku":{"w5":6984748,"w7":427450472,"tot":427450472}},"fleet":{"agentsUp":12,"lifetimeTokens":1861413514,"lifetimeUsd":1168.61,"sessions":16369,"deals":187,"openIntents":21,"totalIntents":2270},"oracle":{"USDC":1,"ETH":1718.68,"BTC":65690.54,"SSV":2.39,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T08:15:30.443Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":34,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":602,"wakes":319,"firstWakeMs":1780927992000,"lastWakeMs":1781511780000,"ageMin":2,"lastWhy":"SSV poster pricing mSSVβ†’USDC at implied $2.358/SSV vs CEX $2.363 = +21bps, clears 10bps floor. USDC funded (88.81 pre-fi","repeatWakes":280,"avgGapMin":34,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781513492525,"watching":"new crypto intent >2273 OR open crypto binary <=30min in money OR 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":26}},"verdict":{"summary":"16 consecutive WAITs now (w302–w317), 8 new since last summary. The Step-1 focus question is answered: the CEX/oracle spread DID turn positive (SSV +67bps at w310, +33bps at w315), and arb-hunter evaluated both windows and correctly passed β€” LP-Maker was pricing at/above CEX rather than stale oracle, eliminating the latency edge. CEX re-inverted by w317 (ETH","badge":"STRUCTURAL EDGE LOST","confidence":"high","bottomLine":"CEX premium was measurably positive at w310 (SSV +67bps) and w315 (SSV +33bps), but LP-Maker priced at/above CEX on both occasions β€” arb-hunter's swap edge requires stale-oracle makers, and LP-Maker has adapted. 16 consecutive WAITs (w302–w317), 0 new deals. Binary surface also dry (no crypto bets near expiry with β‰₯0.5% CEX margin). The mission's primary edge has structurally eroded.","rootCause":{"class":"structural","evidence":"w310: SSV +67bps CEX premium β€” LP-Maker priced above CEX, no edge; w311: positive CEX regime confirmed but all posters at/above CEX; w315: SSV +33bps β€” same result; w317: CEX re-inverted (SSV -13bps, ETH -16bps, BTC -14bps). All 34 lifetime deals via LP-Maker (32) or Vulture-Andrew (2); 0 new deals "},"reasoningRead":"Sound β€” solving the right problem. Agent correctly identified the structural block (makers pricing at/above CEX rather than stale oracle) and didn't force a take when the edge wasn't there. The SSV +67bps case at w310 was evaluated and correctly rejected. Reasoning is quantitative and consistent across all 8 new wakes.","wakeTriggers":["New crypto intent >HWM 2268 appears on book","Open crypto binary <=30min expiry with CEX taker >=0.5% in money","30-min fallback","MISSING: CEX regime pre-filter β€” watcher fires on new intents even when all three crypto pairs are CEX-inverted, guaranteeing a WAIT and consuming a full LLM ca"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Source of all 32 swap deals historically, but has adapted to price at/above CEX when CEX > oracle β€” eliminating arb-hunter's latency edge on","available":"Active (143 lifetime deals) but structur"},{"agent":"vulture-andrew","fit":"maybe","why":"2 historical swap deals; posts sharp intents that could occasionally carry stale pricing, but far too sparse to be a reliable surface","available":"Armed (nextFallbackMin=34) but PID-death"},{"agent":"bear-yosher","fit":"maybe","why":"Posts BTC/ETH binary bets that could be the binary surface if near-expiry with β‰₯0.5% CEX margin β€” but no qualifying bets have appeared in 8 ","available":"Active (18 lifetime deals) but no qualif"}],"reliableCounterparties":0,"missedOpportunities":"None β€” both positive CEX windows (w310 SSV +67bps, w315 SSV +33bps) were evaluated and correctly passed: LP-Maker had priced to CEX, not stale oracle, so no edge existed. No crypto binary bets near expiry with β‰₯0.5% CEX margin have appeared across w310–w317.","wakeScript":{"wellReasonedForMission":true,"good":["Binary bet trigger fetches live CEX prices and checks taker-wins directional logic with β‰₯0.5% margin guard β€” exactly right for the primary binary surface","HWM-based new-intent trigger ensures every fresh resting intent is evaluated without re-scanning stale ones; wokenBets set prevents redundant near-expiry re-eva","30-min fallback is appropriate cadence for a taker that needs to catch regime flips","CEX inversion state correctly documented in watcher comment at arm time (w317 comment names exact bps per pair)"],"lacking":["No CEX regime pre-filter on the new-intent trigger: fires a full LLM wake on any new crypto intent >HWM even when all three pairs are deeply inverted (w317: ETH","Swap-edge pre-screening is deferred entirely to the main wake β€” watcher cannot distinguish stale-oracle-priced intents from CEX-adaptive ones before firing"],"suggestedChange":"Add a CEX regime pre-check inside the new-intent trigger path: call fetchCexPrices([\"BTC\",\"ETH\",\"SSV\"]) when a fresh intent fires; if all three pairs show CEX ≀ oracle, suppress the wake and rely on the 30-min fallback to catch regime flips"},"issues":[{"scope":"agent","title":"LP-Maker dynamic CEX-adaptive pricing has structurally eroded arb-hunter's swap surface","detail":"Arb-hunter's swap edge requires makers pricing off stale oracle; two confirmed positive-CEX windows (w310 SSV +67bps, w315 SSV +33bps) produced 0 fills because LP-Maker priced at/above CEX. If LP-Maker's adaptation is permanent, the swap surface for this agent is extinct β€” 32 of 34 lifetime deals we","fix":"Fleet-level decision: if LP-Maker's CEX-tracking is intentional, arb-hunter needs a new primary surface (equity swaps post 13:30Z market open, or targeting less-adapted makers like Vulture-Andrew). If unintentional, core team should assess whether LP-Maker's oracle vs CEX pricing policy should rever"},{"scope":"agent","title":"Watcher fires on new intents during inverted CEX regime β€” burns tokens on guaranteed WAITs","detail":"With CEX inverted on all crypto for 6+ consecutive wakes (w312–w317), any new crypto intent >HWM 2268 still triggers a full LLM wake. At $0.50/wake this is avoidable spend during prolonged inversions.","fix":"Add CEX regime pre-filter to watcher new-intent trigger: suppress wake if all crypto pairs are CEX-inverted; fall through to 30-min fallback instead."}],"assessment":"CEX premium was measurably positive at w310 (SSV +67bps) and w315 (SSV +33bps), but LP-Maker priced at/above CEX on both occasions β€” arb-hunter's swap edge requires stale-oracle makers, and LP-Maker has adapted. 16 consecutive WAITs (w302–w317), 0 new deals. Binary surface also dry (no crypto bets near expiry with β‰₯0.5% CEX margin). The mission's primary edge has structurally eroded."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":630,"wakes":86,"firstWakeMs":1780944154000,"lastWakeMs":1781507251000,"ageMin":78,"lastWhy":"HALT mode: no new bearish bets, no DCA (basket over cap), deal 159 not yet resolvable (betExpiry 17:59 UTC)","repeatWakes":63,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781521871636,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,747 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":166}},"verdict":{"summary":"Three consecutive HALT wakes confirmed: w57 (21:56Z Jun 14), w58 (03:04Z Jun 15), w59 (07:07Z Jun 15 β€” this run). Deal 159 ($4 locked, betExpiry 17:59Z Jun 15) remains unresolvable per w59 explicit log; tech basket remains over cap; BTC within Β±1.5% deviation band ($64,761–$66,733 from baseline $65,747) at w59 β€” no trigger fired. No change in state since las","badge":"HALT β€” 3RD CONSECUTIVE","confidence":"high","bottomLine":"w59 (07:07Z) is the 3rd straight HALT no-op: deal 159 ($4, betExpiry 17:59Z) unresolvable, basket over cap, BTC in-band at poll time. Agent is correctly halted; next meaningful action window is the 17:49Z pre-fire trigger ~9.7h from w59.","rootCause":{"class":"structural","evidence":"Mission's own halt condition active since w57 (BTC+ETH sustained upward momentum >2%); deal 159 ($4 locked) betExpiry 17:59Z keeps basket at/over cap; BTC baseline $65,747 Β±1.5% band unbreached at w59 07:07Z (watcher still armed, no deviation fire since w58)"},"reasoningRead":"Sound and on-mission. Three-wake HALT sequence is disciplined β€” the mission explicitly requires halting when crypto climbs persistently. No churn; w59 exited immediately as a no-op ('unchanged'). Agent is solving the right problem: wait for deal 159 expiry + BTC trend reversal before resuming bearish positioning. Not rubber-stampable as 'correctly waiting' in isolation, but confirmed by infra chec","wakeTriggers":["Deal 159 betExpiry pre-fire at 17:49Z Jun 15 β€” concrete, time-bound primary exit","BTC Β±1.5% deviation from $65,747 (60s poll)","4h fallback (~11:11Z from watcher arm after w59)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Confirmed binary bet counterparty (only named settled-deal detail); available to fill below-strike bets when HALT lifts","available":"active (18 deals, health ok)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Equity swap fills for tech-basket DCA β€” but DCA is cap-blocked regardless of HALT until deal 159 resolves","available":"active (143 deals, health ok)"},{"agent":"vulture-andrew","fit":"no","why":"Equity asks +181bps above oracleΓ—1.01 ceiling; not within bear-yosher's oracle-fair taker range","available":"active but recurring PID deaths creating"}],"reliableCounterparties":1,"missedOpportunities":"None by design β€” HALT suppresses new bet posting and DCA; no below-strike binary takers were present to take. Basket DCA remains cap-blocked independent of HALT status. No actionable intents bypassed.","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger is concrete and time-bound: deal 159 pre-fire 17:49Z fires exactly when settlement action becomes possible","BTC Β±1.5% deviation with 60s poll catches a trend reversal or acceleration mid-HALT without burning the fallback","4h fallback guarantees re-assessment even if price stays flat; zero-LLM; cannot fire on book-non-empty"],"lacking":["ETH deviation trigger absent β€” w57 HALT cited both BTC AND ETH momentum simultaneously; a sharp ETH reversal while BTC stays in-band would not fire re-assessmen","No early-settle trigger for deal 159 β€” if the deal resolves before betExpiry (early settle), the $4 unlocks and basket may drop below cap sooner, but watcher wo"],"suggestedChange":"Add ETH Β±1.5% deviation check alongside the BTC check (same readPrice pattern, same threshold) β€” the HALT was a dual-asset decision; re-assessment should be dual-asset too."},"issues":[{"scope":"agent","title":"ETH missing from deviation re-assessment trigger","detail":"Wake script monitors only BTC for the Β±1.5% posture check, but w57 HALT was declared on simultaneous BTC+ETH upward momentum. If ETH drops >1.5% while BTC stays in-band, the agent won't wake to re-evaluate the HALT β€” potentially missing a re-entry window.","fix":"Add `readPrice({ symbol: 'ETH' })` call in the watcher loop and fire on ETH devPct >= BTC_DEVIATION_PCT, mirroring the dual-asset HALT logic from w57."}],"assessment":"w59 (07:07Z) is the 3rd straight HALT no-op: deal 159 ($4, betExpiry 17:59Z) unresolvable, basket over cap, BTC in-band at poll time. Agent is correctly halted; next meaningful action window is the 17:49Z pre-fire trigger ~9.7h from w59."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"49th consecutive null cycle β€” zero change from prior state. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed. The IndexBasket LONG-side market has never had a maker β€” this agent has never been deployed in any meaningful sense. Step-1","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Index-maker is not deployed and has never run β€” 0 lifetime tokens, 0 wakes, wake_script_source=null. Armed=false + pidAlive=false + nextFallbackMin=null confirms this is not resting between wakes; the agent simply does not exist on the platform yet. The IndexBasket LONG market has had zero maker coverage for 49+ observer cycles.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 β€” no process has ever started; no wake script has ever been committed"},"reasoningRead":"N/A β€” agent has never executed a single wake; no reasoning to evaluate","wakeTriggers":["MISSING: no wake script committed (wake_script_source=null)","MISSING: no process armed or alive","MISSING: no fallback scheduled"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker takes the SHORT side of LONG IndexBasket intents β€” the exact instrument index-maker would publish; natural and exclusive counter","available":"unknown health, 0 deals, also appears un"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken, so no opportunity tracking is possible; however, the equity market opening at 13:30Z (Step-1 focus) is directly relevant to BTC+AAPL+NVDA basket pricing and would be a natural moment to publish a basket intent if deployed","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” cannot evaluate fitness","No process, no schedule, no fallback β€” the watcher infrastructure is entirely absent"],"suggestedChange":"Commit a wake-script that publishes one LONG IndexBasket intent per wake (BTC+AAPL+NVDA, cash-settled USDC), publishes verified source to indexer, and falls back on a ~60-min cadence β€” bootstrapping the market that index-taker depends on"},"issues":[{"scope":"agent","title":"No wake script committed","detail":"wake_script_source=null after 49+ observer cycles β€” the agent has never had a watcher to schedule or arm","fix":"Write and commit current.ts with a watcher that posts one LONG IndexBasket intent per wake and publishes verified source to the indexer"},{"scope":"agent","title":"No deployment β€” wallet, env, process all absent","detail":"armed=false, pidAlive=false, nextFallbackMin=null, 0 lifetime tokens β€” no evidence of any deployment attempt; likely wallet unfunded and env vars unset as well","fix":"Fund wallet, set required env vars (RPC, signer key, indexer endpoint), deploy container/process alongside the wake script"},{"scope":"agent","title":"IndexBasket market has zero maker coverage β€” index-taker is also dark","detail":"Without index-maker posting LONG intents (and publishing verified source), index-taker has nothing to audit or take; both sides of this market are undeployed for 49+ cycles","fix":"Deploy index-maker first (it sets the verified source the taker needs to audit); index-taker deployment is blocked on it"}],"assessment":"Index-maker is not deployed and has never run β€” 0 lifetime tokens, 0 wakes, wake_script_source=null. Armed=false + pidAlive=false + nextFallbackMin=null confirms this is not resting between wakes; the agent simply does not exist on the platform yet. The IndexBasket LONG market has had zero maker coverage for 49+ observer cycles."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"49th consecutive null cycle β€” zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Step-1 asked specifically whether armed/wallet/env/wake-script presence changed since last run β€” none did. The IndexBasket SHORT-side market still does not exist: no watcher, no counterp","badge":"UNDEPLOYED","confidence":"high","bottomLine":"index-taker has never executed a single wake. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” the process does not exist. Its only natural counterparty (index-maker) is also undeployed and health=unknown. The IndexBasket market has zero participants on either side.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 β€” agent has never been started. Not a market problem; the process itself has never been deployed."},"reasoningRead":"N/A β€” zero wakes, no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script present (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"The only natural counterparty β€” publishes LONG IndexBasket intents that index-taker is designed to SHORT-side. Also undeployed (health=unkno","available":"not deployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” and no index-maker intents exist to evaluate anyway.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” agent cannot start without one","No fallback timer (nextFallbackMin=null) β€” no self-recovery path"],"suggestedChange":"Deploy a wake script that polls the indexer for open LONG IndexBasket intents and fires when one appears; pair with a max-interval fallback (~60 min) so the agent can self-check even in a quiet book."},"issues":[{"scope":"agent","title":"Agent never deployed β€” no process, no wake script","detail":"49 consecutive null cycles. armed=false, pidAlive=false, wake_script_source=null, 0 wakes. The agent exists only as a mission document.","fix":"Deploy the agent: write current.ts (IndexBasket intent poller β†’ audit-custom-deal β†’ ACCEPT/REJECT), arm the watcher, confirm pidAlive=true on next cycle."},{"scope":"agent","title":"IndexBasket market has zero participants β€” both sides undeployed","detail":"index-maker (LONG side) and index-taker (SHORT side) are both health=unknown and have 0 lifetime wakes. No IndexBasket intents have ever been posted, so no taker opportunity can ever form.","fix":"Deploy index-maker first (it posts intents), then index-taker (it takes them) β€” order matters because index-taker needs something to audit before it can act."}],"assessment":"index-taker has never executed a single wake. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null β€” the process does not exist. Its only natural counterparty (index-maker) is also undeployed and health=unknown. The IndexBasket market has zero participants on either side."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":866,"msgs":18650,"total":1159080394,"totalUsd":693.29,"w5":85863405,"w5Usd":55.16,"w5PctPool":34.3,"w7":1159080394,"w7Usd":693.29,"w7PctPool":48.3,"w5Son":79882129,"w7Son":960247883,"hourly":[10,8.51,8.68,10.38,17.6,13.39,19.82,16.24,12.54,15.93,19.75,10.03,17.07,12.55,12.59,17.03,4.03,9.69,11.86,3.22,0,0,0,0],"lastWake":{"ts":"2026-06-15T08:24:35.745Z","tokens":795031,"usd":0.73,"msgs":13}},"onchain":{"deals":143,"openIntents":10,"balanceUsd":748.15,"realizedPnl":-12.13,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":646,"wakes":218,"firstWakeMs":1781018900000,"lastWakeMs":1781510280000,"ageMin":27,"lastWhy":"Crypto cluster expired. Duplicates arose because concurrent wake 197b updated state.json after my initial snapshot was t","repeatWakes":180,"avgGapMin":38,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781516042564,"watching":"Prefire 08:32 (stock+bid cluster #2252-#2257 exp 08:39-08:41) | ETH[1714.29,1721.75] | BTC[65573.77,65857.14] | SSV[2.3824,2.4] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":69}},"verdict":{"summary":"SSV spread continued tightening post-correction: Ξ΄ raised to 76bps at w196 (volTerm triggered by -82.6bps oracle drop), then snapped back to 35bps at w197b when the 41.7bps follow-on move fell below the 0.5% volTerm threshold; current guards sit at bid -32bps / ask +42bps (~74bps total β€” below the ~83bps prior reference, not holding at it). Equity dark strea","badge":"LP LIQUID, EQUITY DARK","confidence":"high","bottomLine":"Healthy and active: 143 fills, full crypto/SSV book, SSV Ξ΄ self-normalizing correctly (76bpsβ†’~74bps post-correction). sAAPL/sNVDA asks structurally DARK through pre-open; sMSFT two-sided. No infra blockers. The single gap: no MARKET_OPEN_TS prefire to repost equity asks when oracle goes live at 13:30Z.","rootCause":{"class":"structural","evidence":"sAAPL/sNVDA asks DARK across all logged wakes w192-w198 (equity oracle frozen pre-open); LP intentionally not quoting equity asks without reliable oracle feed. Crypto/SSV fills ongoing β€” arb-hunter-tom alone accounts for ~20+ of 41 recent deals."},"reasoningRead":"Sound and on-mission. SSV Ξ΄ dynamic repricing (volTerm at w196 β†’ tighten at w197b) is correct market-making behavior responding to oracle volatility. Concurrent-wake dedup (4 corrective cancels at w198 after w197/w197b collision) demonstrates good state-reconciliation discipline. Equity ask suppression pre-open is a reasonable risk call, not a malfunction.","wakeTriggers":["Oracle crosses any live bid/ask guard: ETH[$1714.29,$1721.75] | BTC[$65573,$65857] | SSV[$2.3824,$2.40] | sAAPL<$289.40 bid | sNVDA<$203.87 bid | sMSFT[$388.49,","Prefire at 1781512729 (~08:32 UTC), 7min before stock+bid cluster #2252-#2257 expires 08:39-08:41","New fillable swap intent from non-self, non-noisy (0x64Aa) poster","90-min fallback","MISSING: no MARKET_OPEN_TS prefire (~13:25Z) to trigger sAAPL/sNVDA ask repost when equity oracle becomes active β€” LP has no path to repost equity asks without "],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker; ~20+ of 41 recent deals; latency arb against LP crypto/SSV spread is its core loop","available":"ok, 34 lifetime deals, waking"},{"agent":"stacker-massimo","fit":"yes","why":"~7 recent fills; equity accumulator also takes LP crypto quotes; will be primary sAAPL/sMSFT ask taker at 13:30Z open","available":"ok, 10 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"~6 recent fills; takes swaps for portfolio hedging/rebalancing","available":"ok, 26 deals, though dual-blocked on equ"},{"agent":"vulture-andrew","fit":"yes","why":"3 recent fills; opportunistic taker on LP misprices; equity asks at +181bps could be undercut by LP at open","available":"ok, 46 deals, PID recurring deaths but a"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent fills; directional taker, episodic demand","available":"ok, 9 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"No recent fills vs LP but has sMSFT-sell + BTC queued β€” natural equity ask taker at open","available":"ok, 15 deals"}],"reliableCounterparties":4,"missedOpportunities":"Vulture-andrew equity asks at +181bps on sAAPL/sMSFT β€” LP could undercut with sAAPL/sMSFT asks at 60-100bps if equity oracle is reliable. LP's choice to keep sAAPL/sNVDA DARK is intentional pre-open risk management, not a clear miss. At 13:30Z open, rebalancer-lior (sMSFT sell) + stacker-massimo (sAAPL bid) + swing-nikita (MARKET_OPEN_MS trigger) represent a convergence of 3 natural equity counter","wakeScript":{"wellReasonedForMission":true,"good":["All 6 instruments covered with live bid/ask guards β€” fires the moment oracle moves outside any live quote, preventing stale-quote free-option exposure","Prefire 7min before cluster expiry (08:32Z) prevents race between expiry and fresh post","New fillable swap detection filters own + noisy 0x64Aa β€” precise signal, no spam","90-min fallback + 30s poll cadence appropriate for a continuous liquidity book","Zero LLM in watcher β€” fast, deterministic, no cost burn between wakes"],"lacking":["No MARKET_OPEN_TS prefire β€” sAAPL/sNVDA asks will remain DARK through 13:30Z equity open with no watcher path to repost them unless oracle dips below bid first","Concurrent wake collision (w197/w197b) required manual dedup at w198 β€” no state.json write-lock prevents double-mutation"],"suggestedChange":"Add MARKET_OPEN_TS prefire at ~13:25Z (daily) to trigger equity ask re-evaluation when sAAPL/sNVDA oracle becomes live β€” this is the single highest-value change given 3+ equity takers converging at 13:30Z."},"issues":[{"scope":"agent","title":"No equity-open trigger β€” sAAPL/sNVDA asks stay DARK through 13:30Z open","detail":"LP correctly suppressed sAAPL/sNVDA asks pre-open, but watcher has no MARKET_OPEN_TS prefire. Only an oracle breach below bid guard fires β€” the ask-side repost has no trigger. With rebalancer-lior (sMSFT sell + BTC queued), stacker-massimo (sAAPL bid open), and swing-nikita (MARKET_OPEN_MS trigger) ","fix":"Add MARKET_OPEN_TS = 1781561400 (~13:25Z) prefire alongside existing PREFIRE_TS; on fire, LP re-evaluates and reposts sAAPL/sNVDA ask cluster at Β±60bps."},{"scope":"core","title":"Concurrent wake race on state.json (w197/w197b collision β†’ w198 dedup)","detail":"w197b ran while w197 was still active; w198 loaded a stale snapshot and issued 4 corrective dedup cancels. Agent self-healed, but platform allows two wake processes to mutate state.json simultaneously β€” any agent using state.json for book tracking is exposed to this.","fix":"SDK wake-watch should enforce a write-lock (file lock or atomic CAS) on state.json so concurrent wakes serialize; or second wake detects first still running and defers."}],"assessment":"Healthy and active: 143 fills, full crypto/SSV book, SSV Ξ΄ self-normalizing correctly (76bpsβ†’~74bps post-correction). sAAPL/sNVDA asks structurally DARK through pre-open; sMSFT two-sided. No infra blockers. The single gap: no MARKET_OPEN_TS prefire to repost equity asks when oracle goes live at 13:30Z."},"overBudget":{"pct":34.3,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":597,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":589,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":309}},"verdict":{"summary":"Continuation from prior run. nextFallbackMin was 389 at prior read; now 328 β€” ~61 min elapsed, delta consistent, fallback still tracking ~13:30Z Monday equity open for sNVDA #1916 re-assessment. No new BinaryBet has cleared β‰₯3pp taker edge since w109 (now 570 min total, unchanged from prior trajectory). Watcher ALIVE (armed=true, pidAlive=true), correctly re","badge":"ARMED, EQUITY AWAITED","confidence":"high","bottomLine":"No BinaryBet cleared β‰₯3pp in 570 min; watcher correctly resting, fallback fires ~13:30Z for sNVDA #1916. Equity-open is the convergence event β€” both the fallback and any new BinaryBets from bear-yosher/others at 13:30Z land simultaneously, making this the first realistic trigger rather than a ceiling. No missed β‰₯3pp opportunities identified; $16.55 realized PnL over 18 deals confirms the discipline is working.","rootCause":{"class":"counterparty-starved","evidence":"Only 1 BinaryBet on board across w102–w109; all sub-floor (βˆ’15pp to βˆ’65pp taker edge on #1827; +2pp on #1848; <3pp on #1916 at realistic vol). 24 of 25 open intents at w108 were off-mission swaps. Bear-yosher (primary BinaryBet poster, 18 settled deals) appears inactive in thin overnight crypto sess"},"reasoningRead":"Sound and on-mission. Consistent β‰₯3pp edge floor enforcement across all 8 wakes since w102 with no drift or churn. Correctly identifies sNVDA #1916 as equity-gated (untradeable pre-13:30Z) and defers via fallback. One-deliberate-move rule applied correctly throughout.","wakeTriggers":["New BinaryBet intent appears on the book (crypto 24/7 β€” any time)","Fallback: ~13:30Z Monday equity open (re-assess sNVDA #1916)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet poster (crypto-down BTC/ETH); prior settled deals. If equity-open volatility prompts a crypto-down bet, mimic-ljuba's new-","available":"health ok, 18 deals β€” but holding in low"},{"agent":"polymarket-ljuba","fit":"yes","why":"Posts small-shade binaries referencing Polymarket implied distributions; 2 prior settled deals with mimic. Could post equity-direction bets ","available":"4 deals, health unknown β€” low activity"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binaries as bait; mimic could take if edge β‰₯3pp. But vulture's bait pricing is typically structured to minimize taker edg","available":"ok (46 deals) but unstable β€” PID deaths "},{"agent":"arb-hunter-tom","fit":"no","why":"Takes binaries (taker competitor), does not post them β€” no supply contribution.","available":"ok but 8+ consecutive WAITs on CEX-below"}],"reliableCounterparties":1,"missedOpportunities":"None identified. All visible BinaryBets since w102 were below β‰₯3pp floor: #1827 (βˆ’15pp to βˆ’65pp across wakes), #1848 (+2pp), #1916 (<3pp at realistic vol). 60s poll cadence makes between-poll misses low-risk but non-zero; unmeasurable with current data.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBets β€” exactly the instrument class it trades; crypto 24/7 branch is correct","60s poll cadence appropriate for binary monitoring; balances latency vs cost","Fallback at ~15h correctly scoped to Monday 13:30Z equity open for the one equity-gated binary (#1916)","Zero-LLM watcher; baseline-on-first-read prevents false fire at startup","Defers edge validation to wake β€” correct, watcher cannot compute oracle-relative edge"],"lacking":["No cooldown after HOLD: w102–w105 show 4 wakes in 6 min (16:32–16:38), each HOLD. Watcher fired on each new binary even though prior wake had just scanned the s","No deduplication window: sibling binaries posted in rapid succession each trigger a fresh wake with no marginal information gain"],"suggestedChange":"Add a 5-min minimum inter-wake cooldown after a HOLD decision β€” if the agent held on a full board scan, a new binary 30s later doesn't change the edge calculation materially. Implement as a last_hold_ts guard in the watcher loop; fallback p"},"issues":[{"scope":"agent","title":"Rapid-burst wakes after HOLD produce zero marginal signal at ~$3/burst","detail":"w102–w105: 4 wakes in 6 minutes (16:32–16:38), all HOLD. Watcher correctly fired on new binaries, but edge assessment at each wake was identical β€” the board state hadn't changed meaningfully. At $0.77/wake this is a ~$3 burn per burst with no upside.","fix":"After a HOLD, suppress new-binary triggers for 5 min via a last_hold_ts guard in the runWatchLoop body. Only the 15h fallback and cooldown expiry re-enable. The crypto 24/7 branch retains its real-time sensitivity for non-burst arrivals."}],"assessment":"No BinaryBet cleared β‰₯3pp in 570 min; watcher correctly resting, fallback fires ~13:30Z for sNVDA #1916. Equity-open is the convergence event β€” both the fallback and any new BinaryBets from bear-yosher/others at 13:30Z land simultaneously, making this the first realistic trigger rather than a ceiling. No missed β‰₯3pp opportunities identified; $16.55 realized PnL over 18 deals confirms the discipline is working."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.61,"realizedPnl":4.62,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":619,"wakes":45,"firstWakeMs":1780940859000,"lastWakeMs":1781508367000,"ageMin":59,"lastWhy":"Slow signal strong (SSV +6.667% vs BTC +4.275% over 88h = 2.39pp gap), but fast signal (SSV +1.266% vs ETH -0.241% = 1.5","repeatWakes":41,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781537305568,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":423}},"verdict":{"summary":"w45 fired 07:26Z and confirmed 9th consecutive HOLD: slow signal finally cleared 2pp (SSV +6.667% vs BTC +4.275% on 88h = 2.39pp) but fast signal still compressed at 1.507pp (SSV vs ETH 8h) β€” dual-confirm rule requires both. Portfolio unchanged at ATH ~$104.15. Watcher re-armed on fresh baseline (BTC $65,7xx), nextFallbackMin=442; US market-open trigger at 1","badge":"9TH HOLD, SLOW CLEARED","confidence":"high","bottomLine":"w45 confirmed 9th consecutive HOLD β€” slow signal crossed (2.39pp SSV-BTC on 88h) but fast (1.507pp SSV-ETH 8h) still below the 2pp dual-confirm threshold. Portfolio at ATH $104.15, unchanged. Next live trigger is 13:30Z US market open; 8h fallback at ~15:26Z.","rootCause":{"class":"structural","evidence":"Fast signal compressed 1.507pp (w45) vs 2pp threshold; slow crossed at 2.39pp but dual-confirm requires both. 9 consecutive wakes (w36–w45) returned HOLD. No on-chain action since prior settled deals with LP-Maker-Matheus and Vulture-Andrew."},"reasoningRead":"Sound and on-mission. Agent correctly distinguishes that slow signal now cleared (a meaningful development vs. prior wakes where neither leg cleared) while fast remains below threshold β€” not churn, genuine per-wake signal tracking. Each wake cites concrete gap values (0.603pp, 1.06pp, 1.507pp) rather than re-deriving the same generic conclusion.","wakeTriggers":["Crypto gap β‰₯2pp intra-session from fresh baseline (BTC/ETH/SSV, 90s poll)","US market open 13:30Z Jun 15 β€” expands universe to full 6 names","8h fallback ~15:26Z Jun 15"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for all 9 settled deals; fills delivered swaps near oracle mid from deep inventory","available":"ok, health confirmed"},{"agent":"vulture-andrew","fit":"maybe","why":"1 of 3 recent settled deals; takes mispriced swaps β€” could fill a momentum rotation","available":"armed=true but 4 PID deaths in ~1h creat"},{"agent":"rebalancer-lior","fit":"maybe","why":"sMSFT-sell+BTC queued for market open β€” creates cross-flow at 13:30Z if momentum-nikita also wants BTC/equity exposure","available":"ok, pending 13:30Z trigger"},{"agent":"stacker-massimo","fit":"maybe","why":"sAAPL accumulator; if equities lead at market open, stacker-massimo's resting bids could be the counterparty to a momentum-nikita equity swa","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None β€” fast-signal gap has been continuously below 2pp across all 9 hold wakes. No mis-sized opportunity existed. Slow signal crossing at w45 (2.39pp) is new and positive but insufficient alone by design.","wakeScript":{"wellReasonedForMission":true,"good":["Fresh baseline captured on first poll each wake β€” no hardcoded literals, correctly tracks intra-session divergence","Market-open trigger at 13:30Z unconditionally fires to re-expand universe β€” correct; agent cannot evaluate equities until they open","90s poll cadence is appropriate for crypto momentum signals (not sub-minute churn, not too slow to catch a 2pp gap)","8h fallback ensures the agent re-evaluates even if crypto stays flat through 15:26Z"],"lacking":["Watcher fires on gap from intra-session baseline (minutes-old), but the LLM evaluates on explicit 6h/8h historical lookbacks β€” these can diverge: a 2pp intra-se","Market-open fireWake fires unconditionally at 13:30Z without a pre-screen β€” correct for this mission (agent must always re-evaluate full universe at open), but "],"suggestedChange":"After the market-open trigger expands the universe at 13:30Z, add a pre-screen momentum snapshot for equities in the watcher (same 2pp gap logic across all 6 names) so a future w46 watcher can fire intra-session on equity momentum β€” not jus"},"issues":[{"scope":"agent","title":"Watcher gap definition mismatches LLM fast-signal lookback","detail":"The watcher fires on a β‰₯2pp gap from the *current-session baseline* (arm time), while the LLM evaluates a true 6h/8h historical lookback. If crypto diverges 2pp intra-session but the historical fast window shows <2pp (e.g., asset already moved 1pp before arm), the watcher fires and the LLM holds β€” w","fix":"Document the approximation explicitly in the watcher comment, or compute true 6h lookback in the watcher using price-history file so the fire condition matches the LLM's actual decision variable."},{"scope":"agent","title":"Post-market-open watcher reverts to crypto-only monitoring","detail":"The w45 watcher fires at 13:30Z to expand the universe, but the running watch loop only checks BTC/ETH/SSV gaps. After market open, sAAPL/sNVDA/sMSFT momentum gaps won't trigger an intra-session wake β€” the agent would need to wait for the 8h fallback to rotate into an equity leader even if one immed","fix":"After fireWake fires on market open, the process exits and the LLM arms w46. Ensure w46's watcher includes all 6 names in the momentum-gap check β€” the LLM already intends this (mission: 'rotate as leadership shifts') but the watcher logic must be explicitly rebuilt by the LLM at w46 arm time."}],"assessment":"w45 confirmed 9th consecutive HOLD β€” slow signal crossed (2.39pp SSV-BTC on 88h) but fast (1.507pp SSV-ETH 8h) still below the 2pp dual-confirm threshold. Portfolio at ATH $104.15, unchanged. Next live trigger is 13:30Z US market open; 8h fallback at ~15:26Z."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":586,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":309,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":139}},"verdict":{"summary":"290 min elapsed since w36 (03:16Z 06-15) β€” 61 min more than last summary's 229 min β€” with zero new audited Options on book and no fireWake triggered. Seed-on-first-poll bug (lines 22-24) remains net-neutral: watcher seeded an empty Set at w36, so any new Option appearing before the 6h fallback fires (~158 min from now) will correctly trigger a wake. Critical","badge":"ARMED, NO SUPPLY","confidence":"high","bottomLine":"No new audited Options since w36 (290 min); watcher is armed (pidAlive=true, nextFallbackMin=158). Agent is correctly waiting β€” the silence is 100% option-writer-matheus's dual-block, not this agent's fault. Seed bug is moot today but will reactivate when the 6h fallback restarts in ~158 min.","rootCause":{"class":"counterparty-starved","evidence":"Zero audited Options on book across w33–w36 (all four wakes confirm 'zero audited Option intents found'); option-writer-matheus has posted nothing since prior batch expired per Step-1 (263+ min dual-blocked). No other fleet agent writes Options."},"reasoningRead":"Sound and on-mission. w30–w35 each correctly applied the edge bar (premium vs fair value, time-to-expiry threshold) and passed/rejected each Option on the merits β€” e.g. w32 passed #1641 (4% vs 6% fair, 'genuinely cheap'), w31 rejected #1600 (40Γ— fair value). w36 found nothing and returned. No churn, no re-derivation. The agent is solving the right problem; the market is the constraint.","wakeTriggers":["New audited Option intent (templateHash 0xb3d66f…) appears on book","6h fallback (nextFallbackMin=158 remaining)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole Option writer in the fleet; all 5 settled deals via 0x57F8…B0ff (option-writer's address implied)","available":"BLOCKED β€” sAAPL Pyth feed down + sNVDA s"},{"agent":"polymarket-ljuba","fit":"no","why":"Also a taker; does not write Options","available":"ok but irrelevant"}],"reliableCounterparties":0,"missedOpportunities":"None β€” no audited Options have been on book since w36. Nothing to take.","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on new AUDITED_TEMPLATE_HASH intents β€” correct discrimination, avoids false wakes on Swaps/binaries","60s poll cadence appropriate for option availability (options appear rarely, not sub-second)","6h fallback ensures the agent eventually wakes even in a fully dry book","Zero-LLM watcher, no book-non-empty false fires"],"lacking":["Seed-on-first-poll (lines 22-24): if options ARE on book when watcher restarts, they get seeded into seenIntentIds and will never fire a wake β€” agent silently m"],"suggestedChange":"On first poll, if auditedOptions.length > 0, fireWake immediately (or treat existing options as 'new') instead of seeding and returning. One-line fix: replace the seed-and-return block with `if (!seenIntentIds) { seenIntentIds = new Set(); "},"issues":[{"scope":"agent","title":"Seed-on-first-poll silently drops options already on book at watcher restart","detail":"Lines 22-24: if seenIntentIds is null and auditedOptions exist, they are seeded and the function returns without firing. The agent will not wake to evaluate those options. Was net-neutral at w36 (empty book), but reactivates in ~158 min when the 6h fallback fires and watcher restarts.","fix":"Initialize seenIntentIds as `new Set()` (empty) unconditionally, removing the early-return branch. All on-book options at startup are then treated as new and will fire a wake."},{"scope":"core","title":"Fleet has only one Option writer; option-taker starved when it blocks","detail":"option-writer-matheus is the sole Options supplier. Its dual-block (sAAPL Pyth feed + sNVDA exhaustion) has silenced the entire Options market for 290+ min. option-taker's $26.81 realized PnL across 5 deals shows demand is real when supply exists.","fix":"Add a second Option-writing agent, or extend option-writer-matheus's instrument set to include ETH/BTC options only (not equity-gated) so it can still write when equity feeds are down."}],"assessment":"No new audited Options since w36 (290 min); watcher is armed (pidAlive=true, nextFallbackMin=158). Agent is correctly waiting β€” the silence is 100% option-writer-matheus's dual-block, not this agent's fault. Seed bug is moot today but will reactivate when the 6h fallback restarts in ~158 min."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0.86,0.52,0.02,0,0.38,0,0,0,0,0,0,0,0.73,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":97.42,"realizedPnl":-10.58,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":592,"wakes":28,"firstWakeMs":1781445671878,"lastWakeMs":1781494804000,"ageMin":285,"lastWhy":"Diagnostic complete β€” no repricing churn. Paused ENGINE 1 until conditions change (portfolio sNVDA rebalance OR option d","repeatWakes":0,"avgGapMin":37,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781525844617,"watching":"sNVDA sellers appear OR option demand signal OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":232}},"verdict":{"summary":"sAAPL Pyth feed CONFIRMED RESTORED at w27 (14:18Z) β€” the data blocker from w26 is cleared; only sNVDA supply exhaustion remains as a hard constraint. Agent dormant 266 min since w27; watcher armed, ~105 min to fallback. Critical open question for next wake: with feed restored, the 70% engine should re-rank all 5 assets β€” sAAPL or sMSFT may now be worst-2 per","badge":"FEED CLEARED, SUPPLY WALL","confidence":"medium","bottomLine":"One of two prior blockers cleared: sAAPL Pyth restored at w27. sNVDA supply exhaustion is the sole remaining hard constraint (10+ failed bids across 22+ wakes). At the ~105 min fallback, if ranking identifies sAAPL/sMSFT as worst-2 performers the 70% engine may unlock without requiring sNVDA sellers. Option sleeve shows zero buyer demand across 3+ test instruments.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA bids 1994, 0x0856, 0x0873 all expired unfilled; option intents 1993 (ETH call) and 0x0833 (BTC put) expired unfilled; sAAPL feed constraint cleared w27 (14:18Z) β€” sole remaining hard block is sNVDA sell-side absence"},"reasoningRead":"Sound and disciplined overall β€” agent correctly diagnosed supply vs pricing (cross-asset BTC put diagnostic at w22 was good scientific thinking), avoided repricing churn, and identified hard constraints cleanly. One blind spot: after w27 confirmed sAAPL feed restored, reasoning anchored on 'sNVDA supply exhausted' without explicitly re-running worst-2 ranking to check if sAAPL/sMSFT now qualify as","wakeTriggers":["sNVDA seller intent appears (posterGives: sNVDA)","Option demand intent (kind === 'unknown' || kind === 'custom')","4h fallback (~105 min remaining)","MISSING: sAAPL/sMSFT seller triggers β€” feed restored means ranking may target these assets; watcher won't fire early on their ask-side arrivals"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 9 recent swap deals β€” primary equity swap counterparty; will fill sAAPL/sMSFT buys if ranking rotates to them","available":"active (health ok, 143 lifetime deals)"},{"agent":"stacker-massimo","fit":"maybe","why":"posts sNVDA/sAAPL/sMSFT bids not asks β€” not a direct sNVDA seller, but sMSFT/sAAPL ask-side participation unknown; 1 recent deal","available":"active (health ok)"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 9 recent deals; takes mispriced swaps and could fill equity buys at spread, but PID-cycling (4 deaths in ~1h) creates intermittent dark","available":"armed (nextFallbackMin=34) but PID-cycli"},{"agent":"option-taker-matheus","fit":"yes","why":"natural option demand counterparty β€” but per fleet context has had 0 new options to evaluate for 287 min; mutually starved","available":"active but option-starved (0 new options"}],"reliableCounterparties":1,"missedOpportunities":"none verifiable for sNVDA (watcher correctly monitors seller side, none appeared). sAAPL/sMSFT ask-side opportunities unmeasurable since feed restore at w27 β€” watcher is blind to those assets, so any asks posted in the 266 min dormancy window would not have triggered a wake.","wakeScript":{"wellReasonedForMission":true,"good":["Precisely targets the two empirically confirmed blockers: sNVDA seller-side and option buy demand","4h fallback is appropriate cadence for a patient supply-constrained agent β€” not sub-minute polling","Zero-LLM; newMatches correctly prevents re-firing on already-seen intents","snvdaSeller predicate (posterGives: sNVDA, role check) is tight and correct"],"lacking":["No sAAPL/sMSFT seller triggers β€” with feed restored, ranking may now target these; agent waits full fallback (~105 min) even if their asks appear","optionDemand (kind==='unknown'||'custom') may match non-option custom intents (e.g. IndexBasket), risking spurious wakes that burn tokens without option fill"],"suggestedChange":"Add posterGives: sAAPL and posterGives: sMSFT predicates to the watch loop alongside snvdaSeller β€” now that sAAPL feed is confirmed restored, the 70% engine may target these assets and the watcher should fire early when their ask side appea"},"issues":[{"scope":"agent","title":"Wake script blind to sAAPL/sMSFT sellers after feed restore","detail":"sAAPL Pyth confirmed restored at w27 (14:18Z). If worst-2 ranking now selects sAAPL or sMSFT as buy targets, the watcher won't fire early on their ask arrivals β€” only sNVDA is watched. Any sAAPL/sMSFT asks posted during the 266 min dormancy window were silently missed.","fix":"Add sAAPL and sMSFT seller predicates (posterGives: sAAPL / posterGives: sMSFT) to runWatchLoop, identical in structure to snvdaSeller."},{"scope":"agent","title":"Post-feed-restore ranking re-evaluation not confirmed at w27","detail":"w27 noted 'sAAPL feed confirmed restored' but the stated reasoning anchored on 'sNVDA supply exhausted' as the sole blocker without re-running worst-2 ranking. If sAAPL or sMSFT are now worst performers, the 70% engine has been able to post buy intents for 266 min but hasn't.","fix":"At next fallback wake, explicitly re-run worst-2 ranking across all 5 assets before concluding supply constraint blocks the 70% engine β€” sNVDA exhaustion does not preclude buying the other worst performer."}],"assessment":"One of two prior blockers cleared: sAAPL Pyth restored at w27. sNVDA supply exhaustion is the sole remaining hard constraint (10+ failed bids across 22+ wakes). At the ~105 min fallback, if ranking identifies sAAPL/sMSFT as worst-2 performers the 70% engine may unlock without requiring sNVDA sellers. Option sleeve shows zero buyer demand across 3+ test instruments."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":47,"msgs":899,"total":45034383,"totalUsd":18.29,"w5":2477767,"w5Usd":1.42,"w5PctPool":1,"w7":45034383,"w7Usd":18.29,"w7PctPool":1.9,"w5Son":2477767,"w7Son":20413343,"hourly":[1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0,0],"lastWake":{"ts":"2026-06-15T08:21:48.734Z","tokens":744028,"usd":0.43,"msgs":17}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":613,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":610,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":832}},"verdict":{"summary":"591 min post-w57 (+61 min from prior at 530 min). Both maker binaries (#1827 sMSFT<$420 give 7β†’1.756 USDC, 79.94%; #1916 sNVDA>$195 give 7β†’1.983 USDC, 77.93%) still unfilled β€” no change since last summary. Watcher ARMED, pidAlive=true, nextFallbackMin=851 (912β†’851 confirms exactly 61 min elapsed, consistent). The Step-1 focus question β€” whether Polymarket's ","badge":"RESTING, EDGE UNVERIFIED","confidence":"medium","bottomLine":"Agent is alive and correctly resting (armed=true, pidAlive=true, fallback in 851 min). Both maker binaries (#1827, #1916) unfilled at 591 min; whether Polymarket's implied has drifted to erode or widen these edges since w57 is structurally unobservable β€” the watcher has no Polymarket or price-move trigger between wakes. The 24h fallback is the only guarantee of re-evaluation.","rootCause":{"class":"counterparty-starved","evidence":"4 settled deals total (1 swap LP-Maker-Matheus, 1 custom Mimic-Ljuba) across 56 wakes; binary taker pool thin β€” no agent on the roster is consistently taking maker binaries at these implied levels; vulture-andrew and arb-hunter-tom are the nearest candidates but neither is observed filling polymarke"},"reasoningRead":"Sound on the decisions made at w56–w57 (horizon exit β†’ fresh capital β†’ maker binary fallback). The sNVDA>$195 selection at $205.10 spot (5.2% ITM) with 77.93% implied is a reasonable Polymarket-backed conviction. However, it is solving the right problem with a blind spot: the watcher cannot detect edge staleness between wakes, so a material Polymarket move (e.g., to 90%+ on sNVDA>$195) would make ","wakeTriggers":["ownIntentResolved: either #1827 or #1916 fills or expires","new binaryBet or option intent appears on-chain book","24h fallback wall (851 min remaining)","MISSING: Polymarket probability shift >threshold (e.g., >5pp move on monitored markets)","MISSING: sNVDA or sMSFT spot price move >X% from post-time price β€” could flip maker binary from edge-positive to edge-negative without agent waking"],"counterparties":[{"agent":"vulture-andrew","fit":"maybe","why":"takes near-decided binaries β€” sNVDA>$195 at $205.10 spot could qualify if implied gap vs Polymarket is large enough; vulture currently sees ","available":"armed=true but recurring PID deaths (~4 "},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binary bets using CEX feed; sNVDA>$195 with spot at $205 could register as near-decided, but arb-hunter prices off CEX vs","available":"8+ consecutive WAITs, currently hunting "},{"agent":"bear-yosher","fit":"no","why":"posts BinaryBets crypto-down / equity-up β€” alignment unclear; sNVDA>$195 is equity-up which conflicts with crypto-down; bear-yosher would mo","available":"dual-blocked per Step-1"},{"agent":"mimic-ljuba","fit":"maybe","why":"mirrors recent BinaryBets at live oracle; has one settled deal with polymarket-ljuba (custom live); equity open at 13:30Z triggers mimic-lju","available":"MARKET_OPEN_MS gated, active post 13:30Z"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to Polymarket between wakes. No new takeable binary/option intents have appeared on-chain since w57 (otherwise watcher would have fired). Agent has no mechanism to detect if it could have taken a mispriced binary posted after w57 but before any new intent hit the book scan β€” this requires the book-scan trigger to work, which appears to be functioning given no spurious w","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expire) β€” correct for a maker binary agent that needs to recycle capital","Fires on any new binaryBet or option intent β€” covers the primary taker-opportunity signal","24h fallback ensures maximum edge staleness is bounded at 24h","baseline-on-first-scan pattern (seen=null guard) prevents false fire on startup"],"lacking":["No Polymarket probability polling between wakes β€” if Polymarket drifts >5pp on sMSFT<$420 or sNVDA>$195, the posted maker edge is stale for up to 24h with no ag","No spot-price movement trigger β€” a 3–5% move in sNVDA or sMSFT (likely at equity open 13:30Z, ~5h away) could shift the binary edge significantly without waking"],"suggestedChange":"Add a spot-price polling check inside the loop: if sNVDA or sMSFT moves >4% from the price recorded at w57 post-time, fireWake('price moved β€” re-evaluate maker binary edge'). This catches the equity-open volatility window (~13:30Z) and any "},"issues":[{"scope":"agent","title":"Maker binary edges unmonitored between wakes β€” Polymarket drift invisible","detail":"Both #1827 and #1916 were priced against Polymarket at w56/w57. The watcher has no mechanism to detect if Polymarket's implied has since moved materially (e.g., sNVDA>$195 to 90%+ given spot at $205.10). Edge could have eroded to negative, or widened attractively for takers, with no agent response f","fix":"Add spot-price delta trigger in wake_script current.ts: poll sNVDA and sMSFT prices each loop iteration; fireWake if either moves >4% from post-time reference price. Optionally add a Polymarket belt tool call if available in the SDK."},{"scope":"agent","title":"sAAPL inventory saga burned 6 wakes (w50–w55) at oracle-mid with no fill; LP fill required discounting to -1%","detail":"Oracle-mid exit (#1754, #1789) failed to fill; required -1% discount (#0x71b) before LP-Maker accepted. Suggests oracle-mid is not reliably liquid for sAAPL exits β€” agent should bias initial exit to oracle-mid minus a small discount (0.5%) rather than anchoring full-mid then ratcheting down over mul","fix":"In CLAUDE.md exit logic: open sAAPL exits at oracleΓ—0.995 (0.5% below mid) rather than oracleΓ—1.000; saves ~3 wakes and 1–2 LP round-trips per stranded position."}],"assessment":"Agent is alive and correctly resting (armed=true, pidAlive=true, fallback in 851 min). Both maker binaries (#1827, #1916) unfilled at 591 min; whether Polymarket's implied has drifted to erode or widen these edges since w57 is structurally unobservable β€” the watcher has no Polymarket or price-move trigger between wakes. The 24h fallback is the only guarantee of re-evaluation."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.54,"realizedPnl":2.54,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":641,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":640,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":365}},"verdict":{"summary":"sMSFT approval (w46) and watcher date-bug fix (w48) are holding. Since prior summary (~05:05Z), nextFallbackMin 445β†’384 β€” 61 min elapsed at 1:1 rate, confirming uninterrupted run. No new wakes; agent correctly resting until 13:30Z today (06-15). At 13:30Z: sMSFT sell (+1.52pp gap) β†’ USDC β†’ BTC buy (-1.65pp gap). BTC leg unvalidated against LP-Maker's current","badge":"ARMED: MARKET OPEN 13:30Z","confidence":"high","bottomLine":"Rebalancer-lior is alive and countdown-consistent β€” watcher fires at 13:30Z, fallback at 14:30Z. sMSFT sell (+1.52pp, pre-approved) should clear against LP-Maker or stacker-massimo's resting bid. BTC buy is the risk: prior fills (#1294 at w44) required 4+ escalation wakes peaking at oracle+4%; if the agent cold-starts at oracle again on w49, and the sMSFT leg takes 1-2 wakes, the BTC leg may not close before Monday's session ends (~20:00Z).","rootCause":{"class":"structural","evidence":"Equity oracle requires US market hours; sMSFT sell β†’ BTC buy is correctly gated on 13:30Z. LP-Maker (143 deals, health ok) is the sole reliable swap counterparty for both legs. BTC escalation history (w41–w45, oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4% over 4 wakes to fill #1294) is the structural risk β€” not an i"},"reasoningRead":"Sound and correctly sequenced β€” wait for market open, sell overweight sMSFT for USDC, then DCA BTC. The escalation learning (prior fill at +4%) is embedded in wake notes. Risk: agent will likely cold-start BTC at oracle on w49, burning 1–2 wakes re-deriving the escalation ladder LP-Maker already showed it needs.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (market open check, 5-min poll)","Fallback at 2026-06-15T14:30:00Z (hardcoded)","MISSING: no pre-market check for LP-Maker BTC ask or stacker-massimo sMSFT bid status"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for both legs; 143 deals, health ok, fills delivered swaps near oracle mid","available":"alive, health ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Posts sMSFT bids at oracle+0.5pp β€” could absorb the sMSFT sell leg if a bid is resting at 13:30Z, bypassing LP-Maker","available":"alive, 10 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” no USDC available until sMSFT trim completes; USDC is structurally gated behind market-hours stock oracle","wakeScript":{"wellReasonedForMission":true,"good":["Fires on a specific calendar event (13:30Z market open) β€” correct trigger for a stock-oracle-dependent DCA mission","Fallback at 14:30Z (60 min after open) prevents a missed-poll drift scenario","Date bug fix (2026-06-16β†’2026-06-15) from w48 is correctly reflected; label and plan match the queued slice","5-min poll cadence is appropriate β€” patient mission, no sub-minute churn"],"lacking":["No BTC premium anchor embedded: agent will likely open the BTC leg at oracle on w49, repeating the 4-wake escalation pattern from w41–w45 rather than starting a"],"suggestedChange":"Embed 'start BTC at oracle+4% per prior fill #1294' in the w49 wake-script label or CLAUDE.md context so the LLM skips the re-escalation ladder and bids at the last known fill threshold immediately"},"issues":[{"scope":"agent","title":"BTC escalation cold-start compresses Monday window","detail":"Prior BTC fill (#1294, w44) required 4 escalation wakes over ~2h (oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4%) for a -7.16pp gap. Today's gap is -1.65pp but LP-Maker's ask floor is unchanged. If sMSFT sell takes 1 wake at 13:30Z and BTC cold-starts at oracle, the BTC leg may need 3–4 more wakes before clearing, ri","fix":"In w49 reasoning context, anchor BTC opening premium at oracle+4% (last fill threshold from #1294); skip re-deriving the escalation ladder and bid at the known clearing level on the first attempt"},{"scope":"agent","title":"sMSFT sell counterparty not pre-confirmed for 13:30Z","detail":"Step-1 notes the equity swap market is thin β€” vulture-andrew asks are +181bps above stacker-massimo's oracleΓ—1.01 ceiling. At 13:30Z, stacker-massimo's sMSFT bid status is unknown. If LP-Maker's sMSFT ask is wide or stacker-massimo's bid isn't resting, the sell leg could stall.","fix":"At w49, check open sMSFT bids (stacker-massimo oracle+0.5pp) before posting a delivered swap to LP-Maker; take a resting bid directly if available to accelerate the sMSFTβ†’USDC leg"}],"assessment":"Rebalancer-lior is alive and countdown-consistent β€” watcher fires at 13:30Z, fallback at 14:30Z. sMSFT sell (+1.52pp, pre-approved) should clear against LP-Maker or stacker-massimo's resting bid. BTC buy is the risk: prior fills (#1294 at w44) required 4+ escalation wakes peaking at oracle+4%; if the agent cold-starts at oracle again on w49, and the sMSFT leg takes 1-2 wakes, the BTC leg may not close before Monday's session ends (~20:00Z)."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":635,"wakes":67,"firstWakeMs":1780948343000,"lastWakeMs":1781511000000,"ageMin":15,"lastWhy":"Bid 2111 fresh and on-price; only sAAPL ask above 1% ceiling; no sNVDA sell-side.","repeatWakes":60,"avgGapMin":142,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781513850141,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":32}},"verdict":{"summary":"w63–w65 (07:17–08:10Z) extend the no-action streak through 3 more wakes, each reporting identically: 'only sAAPL sell above oracleΓ—1.01 ceiling; no sNVDA sell-side.' The Step-1 question is answered β€” Vulture-Andrew's ~$296.45 sAAPL ask (+181bps above oracle $291.15) remains the only offer on book, exceeding the $294.06 ceiling by 81bps. Bid 2111 (oracle+0.5%","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"w63 directly answers the focus question: 'deterministic skip β€” only sAAPL sell above oracleΓ—1.01 ceiling, no sNVDA sell-side.' Vulture-Andrew's +181bps ask ($296.45 vs $294.06 ceiling) is structurally untakeable. Bid 2111 is live and on-price. 10 total deals all settled via LP-Maker-Matheus (9) and Option-Writer-Matheus (1); zero reliable counterparties posting equity asks within ceiling right now.","rootCause":{"class":"counterparty-starved","evidence":"w63/w64/w65 all report sole sAAPL offer is above oracleΓ—1.01 ceiling; no sNVDA or sMSFT sell-side. Vulture-Andrew's ask implies ~$296.45 (+181bps vs oracle $291.15), 81bps above the $294.06 takeable ceiling. LP-Maker-Matheus β€” counterparty on 9 of 10 settled deals β€” not currently posting equity sell"},"reasoningRead":"Sound and solving the right problem. Each wake correctly identifies the ceiling violation and issues a deterministic skip rather than retrying or re-posting. w63's explicit 'deterministic skip' phrasing confirms price-driven logic, not absence-driven passivity. No churn; no redundant bid refreshes while 2111 is open.","wakeTriggers":["Bid 2111 resolution (fill or expiry) via ownIntentResolved","sAAPL oracle drift >0.5% ($1.46) from hardcoded base $291.15","New sNVDA or sAAPL sell intent with posterWants USDC ≀$12","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Counterparty on 9 of 10 settled deals; natural equity swap maker if it quotes sell-side near oracle mid","available":"active (143 deals, health ok) β€” not curr"},{"agent":"vulture-andrew","fit":"no","why":"Only active sAAPL seller at ~$296.45 (+181bps), 81bps above stacker-massimo's $294.06 ceiling β€” structurally untakeable","available":"armed (nextFallbackMin=34) but recurring"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 prior deal; currently dual-blocked (sAAPL Pyth feed down + sNVDA supply exhausted) for 263+ min β€” unlikely to post equity asks","available":"dual-blocked, functionally offline for e"}],"reliableCounterparties":0,"missedOpportunities":"none β€” the only sAAPL ask on book is Vulture-Andrew's at +181bps above ceiling; no sNVDA or sMSFT asks observed across w63–w65. Nothing takeable within mission constraints.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM 60s polling loop β€” correct cadence for a taker watching for fleeting sell-side opportunities","Fires on bid-2111 resolution, sAAPL oracle drift >0.5%, and new sNVDA/sAAPL sell intents β€” all directly actionable events for this mission","45-min fallback appropriate for a patient equity accumulator; re-arms cleanly each wake","isSellOpportunity USDC ≀$12 filter correctly gates to ~10 USDC lot asks, preventing over-sized fills"],"lacking":["sMSFT absent from isSellOpportunity symbol array ([\"sAAPL\", \"sNVDA\"]) β€” a stated mission target; new sMSFT ask would not fire a wake, missed until 45-min fallba","ORACLE_BASE_SAAPL hardcoded at $291.15 β€” survives as long as bid 2111 is open (resolution re-arms a fresh watcher), but would silently drift stale if oracle mov"],"suggestedChange":"Add 'sMSFT' to the isSellOpportunity symbol array: change [\"sAAPL\", \"sNVDA\"] to [\"sAAPL\", \"sNVDA\", \"sMSFT\"] β€” single-line fix closes a mission blind spot with no other changes needed."},"issues":[{"scope":"agent","title":"sMSFT missing from wake-script sell-side filter","detail":"isSellOpportunity checks posterGives symbols [\"sAAPL\", \"sNVDA\"] only. sMSFT is a stated mission target. A new sMSFT ask at oracle+0.5% would be invisible to the watcher and only caught on the 45-min fallback β€” up to 44 min of missed opportunity.","fix":"Change symbol array in isSellOpportunity to [\"sAAPL\", \"sNVDA\", \"sMSFT\"] in current.ts"},{"scope":"agent","title":"Structural equity sell-side freeze β€” no asks within oracleΓ—1.01 for 18+ consecutive wakes","detail":"stacker-massimo, rebalancer-lior, and swing-nikita all report no takeable equity asks across 18+ wakes. Only active seller is Vulture-Andrew at +181bps. LP-Maker-Matheus (stacker's primary counterparty on 9/10 deals) is not quoting equity sell-side. This is a market-structure gap, not agent fault.","fix":"Prompt LP-Maker-Matheus to quote equity sell-side (sAAPL/sNVDA/sMSFT) near oracle mid when demand bids are visible, or surface to fleet orchestration that equity swap market is one-sided"}],"assessment":"w63 directly answers the focus question: 'deterministic skip β€” only sAAPL sell above oracleΓ—1.01 ceiling, no sNVDA sell-side.' Vulture-Andrew's +181bps ask ($296.45 vs $294.06 ceiling) is structurally untakeable. Bid 2111 is live and on-price. 10 total deals all settled via LP-Maker-Matheus (9) and Option-Writer-Matheus (1); zero reliable counterparties posting equity asks within ceiling right now."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":608,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":608,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2696}},"verdict":{"summary":"Prior conclusion confirmed: MARKET_OPEN_MS=1781530200000 fires at 13:30Z today (~5h out); watcher armed/pidAlive, resting correctly. Critical update this run: crypto baselines (BTC 64136.58, ETH 1670.93, SSV 2.31) are now ~9.8h stale and will be ~15h stale at open β€” deviation math anchored to stale June 14 22:17Z mids. More importantly, the 13:30Z fire is ne","badge":"SAMPLING AT OPEN","confidence":"high","bottomLine":"Armed and resting correctly; last wake w41 (589 min ago, 22:17Z June 14). MARKET_OPEN_MS fires at 13:30Z guaranteed, but zero equity baselines in the watcher means the agent will SAMPLE not trade β€” needs β‰₯3 equity warm-up passes (evidenced in w34–w36: '1/3', '2/3', then compute) before dislocation math is possible. 5 total deals, $0.76 PnL, 0 open intents, 40 wakes β€” 29 repeat with no trade.","rootCause":{"class":"structural","evidence":"w39–w41: SSV sell-strength blocked by zero inventory; w37–w41: no asset clears 1.5% buy-dip threshold (SSV closest at +1.37% sub-threshold); equity structurally dark until 13:30Z. Post-open equity still needs 3+ warm-up samples before any trade is possible β€” same warm-up sequence seen in w34–w36."},"reasoningRead":"Sound per wake β€” correctly identifies threshold misses and inventory constraints (w41: 'All actionable signals require selling assets I do not hold'; w39: 'SSV sell-strength blocked by zero inventory'). Disciplined. However, solving the wrong structural preparation problem: the agent woke 8 times Sunday with no path to trade and still exits market open needing multiple warm-up passes for equity β€” ","wakeTriggers":["MARKET_OPEN_MS >= 2026-06-15T13:30:00Z (primary, ~5h out, guaranteed fire)","BTC/ETH/SSV spot <= trailing avg Γ— (1 - 0.015) β€” crypto buy-dip only","55h fallback (nextFallbackMin=2715, ~45h from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap liquidity, 143 deals, quotes near oracle mid β€” natural fill for swing's delivered swaps on both crypto and equity","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Wants sMSFT-sell + BTC queued for open β€” could cross with swing-nikita BTC-buy-dip if price dips β‰₯1.5% from stale baseline","available":"queued for open"},{"agent":"stacker-massimo","fit":"maybe","why":"Has sAAPL bid resting β€” could take equity supply from swing-nikita once baselines are built, but swing needs 3+ warm-up wakes first","available":"bid resting"},{"agent":"vulture-andrew","fit":"no","why":"Equity asks +181bps above stacker-massimo oracleΓ—1.01 ceiling β€” far outside swing's dislocation-at-oracle-price mandate","available":"recurring PID deaths, ~4 per hour"}],"reliableCounterparties":1,"missedOpportunities":"Equity: unmeasurable (market closed Sunday). Crypto: w37–w41 show no asset β‰₯1.5% buy-dip β€” no measurable misses. Sell-side opportunities entirely untrackable: zero inventory prevents all sells so the watcher correctly suppresses them, but this also means any upward spike on held crypto would go unexploited.","wakeScript":{"wellReasonedForMission":false,"good":["MARKET_OPEN_MS trigger is precisely the right primary event for an equity-dislocation fader β€” fires exactly once at 13:30Z","Crypto buy-dip loop (dev <= -THRESHOLD) is on-mission; sell-side correctly suppressed given zero inventory","60s poll cadence appropriate for a patient agent; 55h fallback is a reasonable safety net","Zero-LLM, deterministic β€” cannot fire spuriously on book-non-empty"],"lacking":["Equity baselines entirely absent β€” 13:30Z fire wakes the agent but first post-open wake is guaranteed sample-only; agent cannot compute sAAPL/sNVDA/sMSFT deviat","Crypto baselines ~9.8h stale now, ~15h stale at open β€” BTC 64136.58/ETH 1670.93/SSV 2.31 from June 14 22:17Z; sustained overnight move could bias threshold math","After MARKET_OPEN_MS fires once, no equity dislocation trigger exists in this watcher β€” post-open watcher must add equity fire conditions or equity warm-up neve"],"suggestedChange":"In the post-13:30Z watcher rewrite, embed equity trailing averages (sAAPL/sNVDA/sMSFT) from the first sample pass and add equity dislocation fire conditions (dev <= -THRESHOLD for buy, dev >= +THRESHOLD with inventory for sell) alongside th"},"issues":[{"scope":"agent","title":"Equity baselines absent from watcher β†’ guaranteed sample-only pass at 13:30Z open","detail":"MARKET_OPEN_MS fires correctly at 13:30Z but the agent will wake into live equity oracles with no prior average to compute deviation against. Its own warm-up rule (evidenced in w34='1/3 samples', w35='2/3', w36='computing') requires β‰₯3 samples. Assuming ~2h inter-wake gaps, equity dislocation trades","fix":"After 13:30Z wake and first equity sample, post-open watcher must hardcode equity trailing averages from that pass and add equity dislocation fire conditions. Pattern the equity loop identically to the existing crypto loop (dev <= -THRESHOLD fires buy, dev >= +THRESHOLD with inventory fires sell)."},{"scope":"agent","title":"Crypto baselines ~15h stale at market open","detail":"BTC 64136.58, ETH 1670.93, SSV 2.31 sourced from wake 41 at 22:17Z June 14. By 13:30Z June 15 they will be ~15h old. A sustained BTC overnight move of β‰₯1.5% either triggers a false buy-dip signal (if prices fell) or hides a real one (if prices rose from stale baseline). The 60s poll sees live prices","fix":"On each successful wake, refresh CRYPTO_AVGS from a rolling window (e.g., EMA over the last N wakes) rather than hardcoding a single snapshot. The agent already appends price samples per wake β€” use them."}],"assessment":"Armed and resting correctly; last wake w41 (589 min ago, 22:17Z June 14). MARKET_OPEN_MS fires at 13:30Z guaranteed, but zero equity baselines in the watcher means the agent will SAMPLE not trade β€” needs β‰₯3 equity warm-up passes (evidenced in w34–w36: '1/3', '2/3', then compute) before dislocation math is possible. 5 total deals, $0.76 PnL, 0 open intents, 40 wakes β€” 29 repeat with no trade."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":202,"msgs":3998,"total":232615754,"totalUsd":133.64,"w5":15002743,"w5Usd":10.37,"w5PctPool":6,"w7":232615754,"w7Usd":133.64,"w7PctPool":9.7,"w5Son":15002743,"w7Son":175091124,"hourly":[0,2.35,1.17,5.14,1.7,2.13,2.4,0.23,5.51,2.01,1.11,0.77,1.37,1.43,1.36,2.64,7.73,7.99,6.55,1.23,0,0,0,0],"lastWake":{"ts":"2026-06-15T07:24:55.497Z","tokens":1017498,"usd":0.78,"msgs":18}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.14,"realizedPnl":2.17,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":624,"wakes":229,"firstWakeMs":1780945920000,"lastWakeMs":1781511621000,"ageMin":5,"lastWhy":"All baits healthy; 0 edges; CMQ flags false positives; existing replenish covers USDC; sNVDA at floor.","repeatWakes":188,"avgGapMin":41,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781514154780,"watching":"15 intents, none takeable; soonestExpiry=1781513138; next poll 80s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":125,"nextFallbackMin":37}},"verdict":{"summary":"PID dying is now a structural pattern: w185, w191, w193/w194 relaunch cycle, and current snapshot (pidAlive=false again) β€” 4th confirmed death in ~1h. Critically: armed=true/nextFallbackMin=30 means NOT crashed, just scan-edges-dark until fallback fires. Agent-level execution remains sharp (w193 SSV requote at [1.55%,2.05%] boundary, proactive BTC guard mana","badge":"SCANNING-BLIND, PID DEAD","confidence":"high","bottomLine":"Armed with nextFallbackMin=30 β€” NOT crashed, but pidAlive=false means 30s scan-edges polling is dark right now. The 0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC, ~43min at snapshot) appears in zero of 8 recent wakes β€” almost certainly missed in a PID-dead gap. 46 lifetime deals with 3 reliable counterparties, but repeated scanning gaps are eroding real-time edge detection.","rootCause":{"class":"toolchain-blocked","evidence":"PID deaths confirmed at w185, w191, w194-relaunch, current snapshot; w193 gap explicitly caused '4 baits expired 07:08-09 before watcher fallback 07:15'; 0x5F79 DeadlineSwap absent across all 8 recent wakes despite being in vulture's target zone; $2.25 realized PnL vs $131.29 lifetime token spend"},"reasoningRead":"Sound and disciplined on the problems it can see β€” SSV requote at tolerance boundary, proactive replenish guard management, concurrent-session deduplication all correct. But reasoning only applies AFTER fallback fires; during PID-dead windows (potentially 30-120min each) the agent is dark to live edges. Sharp reasoning applied to a blind scan is the right problem solved with incomplete data.","wakeTriggers":["scan-edges: new takeable edge β‰₯1% (SUSPENDED while PID dead)","pre-expiry: ~5min before soonest intent expiry (SUSPENDED while PID dead)","check-my-quotes: erosion/undercut cancel triggers (SUSPENDED while PID dead)","fallback: 2h hard fallback β€” ARMED, fires in ~30min (sole live detection path)","MISSING: no self-restart on process exit β€” polling loop dies silently, relies entirely on fallback deadline"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 settled swaps in recent detail; deep inventory on all instruments vulture targets","available":"ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 settled swaps recently; overlapping instrument set, both hunting mispricings","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 settled swaps recently; OW posts near-decided options vulture takes","available":"ok"},{"agent":"momentum-nikita","fit":"maybe","why":"1 settled swap; posts directional swaps vulture can evaluate on rotation","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"0x5F79 DeadlineSwap (BTC+sAAPL β†’ 5.025 USDC, ~43min remaining at snapshot) β€” absent from all 8 recent wakes. Multi-asset compound intent is precisely vulture's mandate; unverifiable whether edge β‰₯1% without scan output, but a deadline swap with 43min left warrants evaluation. Likely missed during PID-dead scanning window. Also: w193 logged '4 baits expired 07:08-09 before watcher fallback 07:15' β€”","wakeScript":{"wellReasonedForMission":true,"good":["scan-edges + check-my-quotes zero-LLM polling every 30s β€” correct cadence for a real-time sniper mission","honeypot pre-seed (IDs 779, 836, 869) prevents re-firing on confirmed traps","pre-expiry trigger catches own intent window 5min early β€” protects the book","EDGE_MIN_PCT=1% threshold is appropriately selective; prevents chasing noise","2h hard fallback as safety net β€” the one thing keeping the agent from going fully dark"],"lacking":["No self-restart on process exit: when runWatchLoop terminates, scan-edges/check-my-quotes stops entirely until fallback fires β€” gap can be 30-120min","seenEdgeIds is in-memory only: dies with the process, so a refused intent could re-fire spuriously after each PID death"],"suggestedChange":"Add a platform-level process supervisor (or exit-hook in wake-watch.js) that restarts the polling loop immediately on crash, rather than waiting for the armWatcher fallback deadline β€” each PID death currently leaves vulture scanning-blind f"},"issues":[{"scope":"core","title":"Watcher process dying repeatedly β€” 4+ confirmed PID deaths in ~1h","detail":"runWatchLoop exits silently; pidAlive=false at w185, w191, w194 relaunch, and current snapshot. Each death creates a scan-dark window until the fallback fires. w193 gap explicitly lost '4 baits expired 07:08-09 before fallback 07:15'. Platform-level pattern β€” likely affects other agents with watcher","fix":"Add a supervised restart in wake-watch.js: on runWatchLoop exit, trap the exit event and re-exec with a shortened fallback window (15min) rather than waiting for the original deadline. Fleet-wide fix."},{"scope":"agent","title":"0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC) not evaluated in 8 recent wakes","detail":"External multi-asset compound intent with ~43min remaining at snapshot β€” in vulture's core target zone. Absent from all logged wake reasoning. Likely scan-edges missed it during a PID-dead gap, or the tool does not enumerate compound/multi-asset intents as 'takeable edges'.","fix":"At next wake: manually check if scan-edges surfaces compound intents (multi-asset β†’ USDC deadline swaps); if not, extend scan-edges coverage or add a dedicated compound-intent scan step."},{"scope":"agent","title":"PnL efficiency: $2.25 realized vs $131.29 lifetime token spend","detail":"46 deals settled but net realized PnL is $2.25 β€” token costs alone are 58x realized gains. Either the PnL metric is partial (fees/settlement not captured), or the edge-per-deal is narrowing. Worth auditing at the agent level whether bait margins are being correctly tracked.","fix":"Verify realized_pnl_usd accounts for all settled deal proceeds; if accurate, review bait margins β€” 1.02-1.95% posted spreads should yield >$2.25 across 46 deals unless many expired uncollected."}],"assessment":"Armed with nextFallbackMin=30 β€” NOT crashed, but pidAlive=false means 30s scan-edges polling is dark right now. The 0x5F79 DeadlineSwap (BTC+sAAPLβ†’5.025 USDC, ~43min at snapshot) appears in zero of 8 recent wakes β€” almost certainly missed in a PID-dead gap. 46 lifetime deals with 3 reliable counterparties, but repeated scanning gaps are eroding real-time edge detection."}}],"unattributed":{"sessions":8953,"tokens":218591558,"usd":120.02,"w5":24578215,"w5Usd":16.51,"hourly":[5.29,4.13,4.57,0.53,1.99,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.58,1.42,0.62,0,0,0,0]},"boardOverhead":{"sessions":6169,"tokens":58140486,"usd":142.24,"w5":3286738,"w5Usd":10.98,"hourly":[2.05,2.42,1.99,2.27,2.25,2.21,2.45,2.33,2.26,2.83,1.8,2.76,1.5,2.29,1.68,2.72,2.25,2.59,4.44,1.89,0,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1861413514,"grandUsd":1168.61,"grandSessions":16369,"attributedTokens":1584681470,"unattributedTokens":218591558,"boardTokens":58140486,"reassembledTokens":1861413514,"tokensBalance":true,"attributionPct":87.9,"multiMatchSessions":178,"sessionsScanned":11208,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":88319,"dedupedMsgs":42794,"rawTokens":4201831565,"dedupedTokens":1861413514,"dupRatio":2.257}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T08:21:45.883Z","swarm":{"headline":"EQUITY OPEN IMMINENT, LP DOMINATES","funnel":{"posted":2270,"settled":187,"conversionPct":8.24,"byTemplate":{"Swap":"dominant β€” 8 of 16 recent deals LP↔Arb-Hunter; 16 of 21 open intents","custom":"3 open (0x57F8 USDC loop, 2Γ— Polymarket-Ljuba binary makers)","DeadlineSwap":"1 open (0x5F79 SSV+sNVDAβ†’USDC, vulture-andrew bait zone)"}},"liquidityMap":[{"market":"SSV / crypto (SSV, BTC, ETH)","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (8 recent deals); LP-Maker ⇄ Momentum-Nikita (2); LP-Maker ⇄ Stacker-Massimo (2); Vulture-Andrew ⇄ Momentum-Nikita (1); LP-Maker ⇄ 0xBd6a (1)","status":"ACTIVE β€” LP-Maker hub on 13 of 16 recent deals; SSV spread normalized ~74bps"},{"market":"Equity (sAAPL / sNVDA / sMSFT)","flow":"Vulture-Andrew asks (+181bps) β†’ (no taker); Stacker-Massimo bid 2111 β†’ (no seller); LP-Maker equity asks DARK","status":"FROZEN pre-open β€” equity oracle offline; 6 agents gate on 13:30Z (~5h)"},{"market":"Options (sAAPL / sNVDA / ETH /","flow":"Option-Writer-Matheus β†’ (0 options posted since prior batch expired); Option-Taker-Matheus β†’ (nothing to evaluate)","status":"DARK β€” sNVDA inventory exhausted; pair silent 290+ min; sAAPL feed cleared w27 b"},{"market":"Binary bets (BinaryBet / Polym","flow":"Bear-Yosher β†’ (HALTED); Mimic-Ljuba β†’ (edge sub-floor 570+ min); Polymarket-Ljuba makers β†’ (no takers)","status":"THIN β€” bear-yosher deal 159 ($4) locked until 17:59Z; binary supply suspended fl"},{"market":"IndexBasket (LONG / SHORT)","flow":"(no maker) ↔ (no taker)","status":"NONEXISTENT β€” index-maker and index-taker never deployed; 49 consecutive null cy"}],"causalLinks":[{"cause":"LP-Maker tightened SSV spread from +137bps peak to ~74bps","effect":"Arb-Hunter-Tom finds no latency edge β€” 16 consecutive WAITs (w302–w317); LP pricing at/above CEX closes the structural a","evidence":"w310: SSV +67bps CEX premium but LP above CEX β€” no edge; w315: +33bps same result; w317: CEX re-inverted (-13bps SSV, -16bps ETH, -14bps BTC); all 34 lifetime deals via LP-Maker (32) or Vulture-Andrew"},{"cause":"Equity oracle offline pre-US-open","effect":"6 agents simultaneously dark or gating: LP-Maker equity asks suppressed (w192–w198), Stacker bid 2111 unfilled, Vulture ","evidence":"LP-Maker: sAAPL/sNVDA asks DARK all logged wakes; Stacker w63/w64/w65: sole sAAPL offer above oracleΓ—1.01 ceiling; Vulture ask $296.45 vs ceiling $294.06; swing-nikita MARKET_OPEN_MS=1781530200000; mi"},{"cause":"Vulture-Andrew equity asks +181bps above oracleΓ—1.01 ceiling","effect":"Stacker-Massimo's only on-book sAAPL seller is structurally untakeable; bid 2111 (oracle+0.5%) sits open with 78 min rem","evidence":"w63/w64/w65 all log: sole sAAPL offer above ceiling; oracle $291.15 Γ— 1.01 = $294.06 ceiling vs $296.45 Vulture ask (+81bps above ceiling)"},{"cause":"Option-writer-matheus sNVDA inventory exhausted","effect":"Zero options posted since prior batch expired; option-taker-matheus idle 290+ min with nothing to evaluate β€” pair's mark","evidence":"sNVDA bids 1994/0x0856/0x0873 all expired unfilled; option-taker w33–w36 all confirm 'zero audited Option intents found'; sAAPL Pyth feed restored w27 (14:18Z) but unused without sNVDA unblock"},{"cause":"Bear-yosher HALT β€” deal 159 ($4 locked, betExpiry 17:59Z) keeps basket at/over cap; 3rd consecutive HALT","effect":"No new bear-yo BinaryBets posted; mimic-ljuba starved of β‰₯3pp-edge bets (570+ min); polymarket-ljuba counterparty pool t","evidence":"Bear-yosher w57–w59 all HALT; mimic-ljuba: 'bear-yosher (primary BinaryBet poster, 18 settled deals) appears inactive'; polymarket-ljuba: 4 settled deals across 56 wakes"},{"cause":"Vulture-Andrew PID dying ~4Γ— per hour","effect":"Repeated scan-edge dark windows until 30-min fallback fires; confirmed 4 baits expired 07:08–09Z during one gap; $2.25 r","evidence":"PID deaths confirmed at w185, w191, w194-relaunch, current snapshot (pidAlive=false, nextFallbackMin=29); w193 gap explicitly logged as causing expired baits"}],"insights":[{"severity":"critical","title":"13:30Z equity open: 6-agent simultaneous cascade (~5h)","detail":"Rebalancer-lior (sMSFT sellβ†’USDCβ†’BTC buy), stacker-massimo (sAAPL bid 2111 β€” 78min remaining at snapshot, may expire before open), swing-nikita (sampling trigger fires, needs 3+ warm-up wakes before any trade), mimic-ljuba (fallback ~13:29Z), LP-Maker equity asks resuming, vulture-andrew equity requotes β€” all activate at or around 13:30Z. Coordination risk: if LP-Maker equity ask latency > stacker/rebalancer taker timeouts, early legs e","evidence":"6 agents with explicit 13:30Z gates; stacker bid 2111 78min at snapshot (expires ~09:28Z β€” before open); swing-nikita crypto baselines 9.8h stale at snapshot, ~15h stale at open","scope":"fleet","fix":"Verify stacker bid 2111 is re-posted at open if expired; confirm LP-Maker equity ask latency; watch rebalancer BTC escalation path and flag if oracle premium exceeds +2% again"},{"severity":"warn","title":"Vulture-Andrew PID death loop: 4Γ— per hour, 1.7% efficiency","detail":"4 confirmed PID deaths in ~1h (w185, w191, w194-relaunch, current snapshot β€” pidAlive=false). Each death creates a ~30min scan-blind window until fallback fires. Confirmed: 4 baits expired during one gap (07:08–09Z before 07:15 fallback). $2.25 realized PnL vs $131.29 lifetime tokens. Agent execution is sharp when alive (w193: SSV requote at [1.55%,2.05%] boundary) β€” the death loop is the only issue.","evidence":"pidAlive=false at snapshot; nextFallbackMin=29; $131.29 tokens/$2.25 PnL logged; w193 gap explicitly caused bait expirations","scope":"fleet","fix":"Diagnose vulture-andrew PID death root cause (OOM, unhandled exit, signal); reduce fallback interval to <5min as interim mitigation while root cause is investigated"},{"severity":"warn","title":"Option supply chain dark 290+ min β€” one restock away from restart","detail":"Option-writer-matheus sNVDA inventory exhausted; sAAPL Pyth feed restored at w27 (14:18Z). sNVDA sell-side absence is the sole remaining hard block. Option-taker-matheus has had 0 options to evaluate since w36 (03:16Z). Chain to restart: restock sNVDA β†’ writer posts options β†’ taker evaluates. 6h fallback fires in ~142 min from snapshot.","evidence":"option-taker: zero audited Options w33–w36; option-writer: sNVDA bids 1994/0x0856/0x0873 expired unfilled; sAAPL confirmed restored w27","scope":"fleet","fix":"Restock option-writer-matheus sNVDA inventory; confirm 70% engine re-ranks with sAAPL as candidate now that feed is restored"},{"severity":"warn","title":"Binary segment dark β€” 3-agent simultaneous starvation from single upstream HALT","detail":"Bear-yosher (primary binary supply, 18 settled deals) HALTED since w57; deal 159 $4 locked until 17:59Z blocks basket reset. Directly starves: mimic-ljuba (sub-floor 570+ min, 0 BinaryBets β‰₯3pp edge) and thins polymarket-ljuba counterparty pool (4 settled deals / 56 wakes). This is a single-point-of-failure: one agent's halt cascades to two dependent takers.","evidence":"bear-yosher w57–w59 HALT; mimic-ljuba summary: 'bear-yosher appears inactive'; polymarket-ljuba: 4 deals/56 wakes; deal 159 betExpiry 17:59Z today","scope":"fleet","fix":"No action until 17:59Z β€” flag deal 159 expiry for re-check; if bear-yosher unhalts and BTC stays within Β±1.5% band, binary supply resumes automatically"},{"severity":"warn","title":"Index market nonexistent β€” 49 null cycles, both sides undeployed","detail":"index-maker and index-taker: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 tokens β€” for both agents across 49 consecutive cycles. The IndexBasket market (LONG and SHORT sides) has never existed. No wallet, no env, no wake-script on either agent.","evidence":"index-maker: wakes=0, tokens=0, armed=false; index-taker: wakes=0, tokens=0, armed=false β€” 49 consecutive null cycles","scope":"core","fix":"Deploy both agents simultaneously: fund wallets, set env, commit wake-scripts. Both LONG and SHORT sides are required; deploying one side alone produces no market"},{"severity":"ok","title":"LP-Maker healthy hub β€” 13/16 recent deals, spread normalized","detail":"SSV spread corrected from +137bps peak to ~74bps (bid -32bps / ask +42bps at w197b). Equity asks correctly suppressed pending 13:30Z oracle restore. 4 reliable counterparties active. Arb-hunter WAITs are the market working correctly β€” LP tightening is the direct cause.","evidence":"13 of 16 recent deals involve LP-Maker; reliableCounterparties=4; volTerm trigger fired at w196 (+82.6bps drop), spread snapped back at w197b","scope":"fleet","fix":"None β€” monitor equity ask timing at 13:30Z open"}],"fleetMoves":[{"scope":"fleet","action":"13:30Z equity open watch: confirm stacker bid 2111 is re-posted if expired (~09:28Z); verify LP-Maker equity asks precede taker submissions; monitor rebalancer BTC escalation (flag if oracle premium >+2%)"},{"scope":"fleet","action":"Diagnose vulture-andrew PID death root cause; reduce fallback interval to <5min as interim until fixed β€” 4 deaths/hour leaks edge on every cycle"},{"scope":"fleet","action":"Restock option-writer-matheus sNVDA inventory β€” sAAPL feed cleared, sNVDA is the only remaining block; one restock restarts the entire options pair"},{"scope":"fleet","action":"Flag 17:59Z for bear-yosher deal 159 expiry β€” if basket unblocks, binary supply chain (bear-yosher β†’ mimic-ljuba / polymarket-ljuba) restarts automatically"},{"scope":"core","action":"Deploy index-maker and index-taker: fund wallets, commit wake-scripts, set env β€” both sides simultaneously; 49 null cycles, IndexBasket market has never existed"}],"at":"2026-06-15T08:25:44.374Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP DOMINATES, EQUITY PENDING","healthDelta":"Same vs last run: LP-Maker ↔ Arb-Hunter fills continuing (8 of 16 recent deals), SSV spread held at ~+83bps after prior correction from +137bps peak; no new blockers, no new clearings β€” equity swap legs (sAAPL/sNVDA/sMSFT) structurally dark 18+ consecutive wakes, option-writer dual-blocked, bear-yos","focusAreas":["Equity open at 13:30Z (~5h): 4 agents gating on it β€” swing-nikita MARKET_OPEN_MS trigger, rebalancer-lior sMSFT-sell+BTC queued, stacker-massimo sAAPL bid open, mimic-ljuba fallback targeting ~13:29Z","Vulture-Andrew equity asks +181bps above stacker-massimo oracleΓ—1.01 ceiling β€” sAAPL/sMSFT swap market frozen between only two active equity-side agents","option-writer-matheus dual-blocked (sAAPL Pyth feed down + sNVDA supply exhausted) for 263+min β†’ option-taker-matheus has had 0 new options to evaluate since w36 (287min ago)","arb-hunter-tom: 8+ consecutive WAITs on CEX-below-oracle; LP-Maker SSV correction (+137β†’+83bps) may or may not have opened a new snipe window β€” unverified this run","vulture-andrew PID death recurring (4 confirmed deaths in ~1h) β€” armed=true/nextFallbackMin=34 so not crashed, but creates repeated edge-scan dark windows"],"perAgentFocus":{"arb-hunter-tom":"Has the CEX/oracle spread for any crypto pair turned positive since last summary, and did LP-Maker's SSV correction to +83bps (from +137bps) open a taker edge that arb-hunter evaluated but passed on, or hasn't been seen yet?","bear-yosher":"Is deal 159 still unresolvable and basket still over cap? Has BTC moved outside the Β±1.5% deviation band since w58 (03:04Z) β€” and is this now a 3rd consecutive confirmed HALT or a new data point?","index-maker":"Any change from the prior null state β€” armed, wallet, env variable, or wake-script presence?","index-taker":"Any change from the prior null state β€” armed, wallet, env variable, or wake-script presence?","lp-maker-matheus":"Has the SSV spread held at ~+83bps or drifted further post-correction? Did any equity fill (sAAPL/sNVDA/sMSFT) occur since the last summary, or is the equity dark streak extending beyond 18 wakes?","mimic-ljuba":"Has any BinaryBet cleared β‰₯3pp taker edge since w109 (~567min ago), and is the ~13:29Z fallback the first realistic trigger candidate β€” or could equity-open volatility generate an edge earlier?","momentum-nikita":"w45 fired just after 07:24Z (nextFallbackMin was 17 at prior snapshot) β€” what did w45 conclude, and has the ETH-BTC gap recovered above the 2pp dual-confirm threshold, or is the 467-min silence extending into a 9th consecutive HOLD?","option-taker-matheus":"Has any new Option appeared on-book since w36 (~287min ago)? Is the seed-on-first-poll bug (lines 22-24) currently moot because option-writer-matheus has posted nothing, or a live risk for the next new option?","option-writer-matheus":"Is sAAPL Pyth still down and sNVDA supply still exhausted going into the ~108min fallback? What is the earliest realistic unblock for either constraint β€” Pyth feed recovery or sNVDA resupply?","polymarket-ljuba":"Have Polymarket's implied probabilities for sMSFT<$420 (#1827) or sNVDA>$195 (#1916) shifted since w57 (588min ago), widening or narrowing the edge on the two unfilled maker binaries?","rebalancer-lior":"sMSFT sell + BTC buy queued for 13:30Z: has the LP-Maker BTC leg pricing been validated against oracle escalation thresholds, and is the sMSFT sell leg executable at LP-Maker's current ask?","stacker-massimo":"w63 just fired (-2min ago): did it find any equity ask within the oracleΓ—1.01 ceiling (~$294.06 for sAAPL), or is Vulture-Andrew's sAAPL ask at +181bps above ceiling still the only offer β€” confirming the structural equity freeze for another","swing-nikita":"Wake script contains only crypto baselines (BTC 64136.58, ETH 1670.93, SSV 2.31) with equity baselines absent β€” will the 13:30Z MARKET_OPEN_MS wake build sAAPL/sNVDA/sMSFT baselines only (sample pass), or attempt a trade immediately, and ar","vulture-andrew":"PID dying 4th time in ~1h (structural pattern, not a crash) β€” did the wake firing post-snapshot find or take any new edge, and are the 6 open intents (sAAPL, sMSFT, SSV, ETH, BTC) still positioned correctly given 58min of elapsed book time?"},"ctas":[{"scope":"core","text":"Investigate vulture-andrew recurring PID death (4 deaths in ~1h, pidAlive oscillates trueβ†’false every ~15-20min) β€” identify whether the watcher process is crashing on exit or being killed, as each dea"},{"scope":"agent","text":"option-taker-matheus: fix seed-on-first-poll bug (lines 22-24) before option-writer-matheus's ~108min fallback fires β€” currently net-neutral only because no new options have appeared; the bug will cau"},{"scope":"fleet","text":"Coordinate the 13:30Z equity-open cluster: rebalancer-lior sMSFT-sell, stacker-massimo sAAPL-bid, swing-nikita first equity wake β€” verify LP-Maker has funded sAAPL/sMSFT legs and check if Vulture-Andr"},{"scope":"agent","text":"option-writer-matheus: manually check sAAPL Pyth feed status before the 108min fallback β€” if still down, the wake will HOLD again; an early intervention (e.g., skip sAAPL from ranking if feed absent) "}],"at":"2026-06-15T08:06:25.565Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T09:19:07.225Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":88.98,"used7d":null,"used7dUsd":1183.89,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":48.7,"estPct7d":78.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":138.4,"estPct7d":188.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":144,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":161.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":115171611,"w7":1453401374,"tot":1453401374},"haiku":{"w5":6630558,"w7":428517058,"tot":428517058}},"fleet":{"agentsUp":12,"lifetimeTokens":1881938243,"lifetimeUsd":1183.89,"sessions":16412,"deals":189,"openIntents":23,"totalIntents":2300},"oracle":{"USDC":1,"ETH":1719.12,"BTC":65647.87,"SSV":2.38,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T09:15:31.026Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":36,"openIntents":0,"balanceUsd":102.27,"realizedPnl":2.25,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":656,"wakes":324,"firstWakeMs":1780927992000,"lastWakeMs":1781515020000,"ageMin":2,"lastWhy":"No binary latency take (no CEX-feed crypto bets near expiry). No swap edge (inverted regime β€” all USDCβ†’crypto intents ta","repeatWakes":283,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781516951838,"watching":"new crypto intent >2299 OR open crypto binary <=30min in money OR 30min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":30}},"verdict":{"summary":"19-wake WAIT streak (w302–w320) broken by w321: accepted intent #2287 (SSV sell, USDC +4 / SSV -1.67) β€” agent correctly recognized that in an inverted-CEX regime, SELLING SSV at oracle price captures a premium over CEX. w322 returned to WAIT (SSV -79bps deeply inverted, no new intent above HWM 2288, fallback 24min). The flip from WAIT to trade was watcher-tr","badge":"ONE HIT, RESTING","confidence":"high","bottomLine":"WAIT streak ended at w321 with one correct SSV-sell edge (USDC +4 on accept #2287); w322 returned WAIT because SSV is deeply inverted at -79bps CEX vs oracle with no new intent above HWM 2288. Correctly armed on 24-min fallback. Answer to Step-1 question: no new positive spread since w322; the WAIT continues.","rootCause":{"class":"counterparty-starved","evidence":"SSV CEX -79bps vs oracle at w322 (deeply inverted); ETH/BTC inverted since w317; no maker posting below CEX on any crypto leg. 36 lifetime deals all with LP-Maker-Matheus (34) or Vulture-Andrew (2) β€” single reliable counterparty."},"reasoningRead":"Sound and on-mission. w321 shows genuine adaptation: explicitly noted 'Inverted regime does not prevent edge when I am the seller' β€” not just waiting for CEX > oracle but correctly exploiting oracle > CEX on the sell leg. w322 WAIT coherent given -79bps inversion and no new intent above HWM 2288. No churn; reasoning is quantitative and correct.","wakeTriggers":["New crypto intent ID > HWM 2288 appears on open book","Open crypto binary bet ≀30 min to expiry with CEX β‰₯0.5% in-money for taker","30-min fallback","MISSING: CEX-spread-positive trigger on EXISTING resting intents (at w318 SSV was +50bps but no new intent appeared β€” agent had to wait for fallback rather than"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22 of 24 visible settled deals; 10 open intents live now; primary swap counterparty","available":"active, awake"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 24 visible settled deals; recurring PID-death pattern creates scan-dark windows","available":"pidAlive=false, armed, structural recurr"}],"reliableCounterparties":1,"missedOpportunities":"SSV +50bps at w318 β€” no intent above HWM priced at stale oracle was on book; the positive spread existed but no takeable intent materialized. Not an agent miss β€” a market-structure gap (no maker anchored to stale oracle at that moment). w319/320 SSV sub-bar or inverted.","wakeScript":{"wellReasonedForMission":true,"good":["Dual triggers (new intent > HWM + near-expiry binary with CEX confirmation) cover both arb surfaces cleanly","HWM seeding on boot prevents spurious re-fires on stale intents already on book","STOCK set correctly excluded (no CEX feed for sAAPL/sNVDA/sMSFT); crypto-only triggering is correct","CEX fetch deferred until a near-expiry binary candidate exists β€” not wasted on every tick","30-min fallback appropriate for ~34-min avg gap between wakes"],"lacking":["No trigger for CEX-spread turning positive on EXISTING intents already below HWM β€” agent waits up to 30 min for fallback even when a real +50bps SSV window open"],"suggestedChange":"Add a third trigger in the watch loop: each tick, fetch CEX prices and fireWake if any crypto spread (CEX vs oracle) exceeds +10bps AND at least one open crypto swap intent exists regardless of HWM β€” this converts the passive HWM guard into"},"issues":[{"scope":"agent","title":"Watcher blind to CEX-spread events on existing (sub-HWM) intents","detail":"At w318, SSV was +50bps vs oracle but no new intent above HWM 2268 appeared β€” the watcher fires early only on NEW intents. A positive spread on an existing resting LP-Maker intent (posted before the current HWM) forces a full 30-min fallback wait, potentially missing or delaying the edge window.","fix":"Add trigger 3 to the watch loop: each tick, call fetchCexPrices([\"BTC\",\"ETH\",\"SSV\"]) and fireWake if any crypto spread vs oracle exceeds +10bps AND at least one open crypto swap intent exists β€” making the watcher actively spread-aware, not just new-intent-reactive."}],"assessment":"WAIT streak ended at w321 with one correct SSV-sell edge (USDC +4 on accept #2287); w322 returned WAIT because SSV is deeply inverted at -79bps CEX vs oracle with no new intent above HWM 2288. Correctly armed on 24-min fallback. Answer to Step-1 question: no new positive spread since w322; the WAIT continues."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1.44,0,0.15,0.37,0,0,0,0,0,1.24,0,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":684,"wakes":86,"firstWakeMs":1780944154000,"lastWakeMs":1781507251000,"ageMin":132,"lastWhy":"HALT mode: no new bearish bets, no DCA (basket over cap), deal 159 not yet resolvable (betExpiry 17:59 UTC)","repeatWakes":63,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781521871636,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,747 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":112}},"verdict":{"summary":"HALT mode continues unbroken through this cycle (w57 21:56Z Jun 14 β†’ w58 β†’ w59 07:07Z Jun 15). At current time ~09:06Z, deal 159 betExpiry is 17:59Z β€” still ~8h53m away; watcher pre-fire at 17:49Z has not triggered. BTC has not broken the Β±1.5% band ($64,761–$66,733 from $65,747 baseline) β€” confirmed by zero watcher fires since w59. No HALT-lifting condition","badge":"HALT β€” DEAL PENDING","confidence":"high","bottomLine":"Deal 159 ($4 locked, betExpiry 17:59Z) is ~8h53m from expiry; BTC has not moved outside $64,761–$66,733 (watcher silent since w59 07:07Z, 118 min ago); HALT from w57 remains fully in force. No action, correctly waiting β€” next scheduled activity is the 4h fallback at ~11:07Z, then the decisive pre-fire at 17:49Z.","rootCause":{"class":"structural","evidence":"Self-imposed HALT triggered at w57 (21:56Z Jun 14): both BTC and ETH momentum fired against the SHORT thesis simultaneously. Three consecutive no-action wakes since. Deal 159 betExpiry 17:59Z Jun 15 is the primary unlock; tech basket over cap is secondary DCA blocker. Neither has cleared."},"reasoningRead":"Sound β€” and solving the right problem. The HALT logic is correctly applied: BTC/ETH moved up (adverse to short thesis), so the agent stopped posting bearish bets and is waiting for either the band to re-invert or the locked bet to resolve. The 9 consecutive unfilled $65k-strike intents before the re-price (w52–w55) raised a fair concern about strike discipline, but that precedes the HALT and is no","wakeTriggers":["Deal 159 pre-fire: Date.now() >= 2026-06-15T17:49:00Z (fires ~10 min before betExpiry 17:59Z)","BTC Β±1.5% deviation from $65,747 baseline (checked every 60s via readPrice)","4h fallback from last wake (next fire ~11:07Z, nextFallbackMin=126)","MISSING: ETH price check β€” HALT was triggered by BOTH BTC AND ETH momentum, but watcher only monitors BTC for HALT-lift assessment; a BTC-only re-test could fir"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Only confirmed deal counterparty (custom live deal); mirrors directional bets and could take or offer binary positions aligned with bear-yos","available":"active, health ok"},{"agent":"lp-maker-matheus","fit":"yes","why":"Natural swap counterparty for sNVDA/sAAPL/sMSFT DCA legs once HALT lifts; 10 open intents live","available":"active, health ok, 10 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could take binary bets bear-yosher posts once HALT lifts if they appear near-decided; currently in consecutive-WAIT streak post-CEX re-inver","available":"active but waiting"},{"agent":"vulture-andrew","fit":"maybe","why":"Picks off mispriced bets β€” could take bear-yosher's BTC-below posts if they're priced attractively; but pidAlive recurring deaths create sca","available":"structurally intermittent (PID-death pat"}],"reliableCounterparties":2,"missedOpportunities":"None β€” HALT is correctly applied. Bearish binary bets should not be posted while BTC/ETH trend is adverse to the short thesis. Tech basket DCA is blocked by the over-cap condition, not by HALT per se. The only locked capital ($4 in deal 159) cannot be freed until 17:59Z expiry.","wakeScript":{"wellReasonedForMission":true,"good":["Pre-fire at 17:49Z (10 min before betExpiry 17:59Z) is precise and correct β€” gives time to submit a settle call before the window closes","BTC Β±1.5% quantitative band check every 60s is zero-LLM and directly maps to the HALT trigger condition","4h fallback prevents indefinite sleep without activity","Armed with a concrete deadline object β€” structured correctly"],"lacking":["ETH is absent from the watcher price check: HALT fired on BTC AND ETH simultaneously, so the lift condition arguably requires both to normalise; monitoring only"],"suggestedChange":"Add a parallel readPrice for ETH and check that BOTH BTC and ETH are within their respective deviation bands before fireWake on the price trigger β€” mirrors the dual-condition that set the HALT."},"issues":[{"scope":"agent","title":"HALT watcher monitors BTC only; ETH missing from lift condition","detail":"w57 log states 'Both BTC and ETH momentum signal fired HALT simultaneously.' The wake script (post-w59) checks only BTC Β±1.5% from $65,747. If ETH remains bullish while BTC dips back inside the band, the watcher fires and the agent may try to re-enter short while the ETH signal is still adverse.","fix":"Extend runWatchLoop price check to also fetch ETH price and compare against its baseline (stored in watcher state or CLAUDE.md); only fireWake on the price trigger when both BTC AND ETH are within their deviation bands."},{"scope":"agent","title":"Strike discipline β€” 9 consecutive unfilled BTC-below intents before HALT","detail":"w52–w55 logs show repeated strike adjustments ($65k Γ— 9 unfilled, then $64,800, $64,500 referenced, then $66,000 as BTC broke above). The pattern suggests the strike-selection logic is reactive rather than anchored, burning USDC on intent gas each expiry. -$18.34 realized PnL on 18 deals with $21.56","fix":"On HALT lift, re-anchor strike selection to a systematic rule (e.g., BTC spot minus fixed % cushion) rather than chasing prior fill prices; document the rule in CLAUDE.md so each wake doesn't re-derive it from recent fill history."}],"assessment":"Deal 159 ($4 locked, betExpiry 17:59Z) is ~8h53m from expiry; BTC has not moved outside $64,761–$66,733 (watcher silent since w59 07:07Z, 118 min ago); HALT from w57 remains fully in force. No action, correctly waiting β€” next scheduled activity is the 4h fallback at ~11:07Z, then the decisive pre-fire at 17:49Z."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"50th consecutive null cycle β€” zero change from the 49th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed. The IndexBasket LONG-side market has never had a maker; this agent has never been deployed in any meaningful sense. Step-1 foc","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"50th null cycle, identical to the prior 49. armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens, 0 wakes. No deployment signal exists on any axis β€” this is not a crash or a stall, it is simply an agent that has never been stood up.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, armed=false, pidAlive=false, nextFallbackMin=null, wakes=0, tokens_lifetime_usd=0 β€” no process, no script, no wallet, no env; never bootstrapped"},"reasoningRead":"N/A β€” no wakes, no reasoning to evaluate.","wakeTriggers":["MISSING: wake-script (none committed)","MISSING: wallet funding","MISSING: env configuration"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed as the SHORT-side counterpart to this agent's LONG IndexBasket intents β€” but index-taker is itself undeployed (same null-cycle stat","available":"undeployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken; watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists β€” wake_script_source=null; nothing to evaluate"],"suggestedChange":"Commit a wake-script (current.ts) that posts one LONG IndexBasket intent at oracle mid and publishes the contract source to the indexer β€” the entire mission is blocked on this single missing artifact."},"issues":[{"scope":"agent","title":"Agent never bootstrapped β€” no wake-script, no wallet, no env","detail":"50 consecutive null cycles. wake_script_source=null, armed=false, pidAlive=false, $0 lifetime tokens. The IndexBasket LONG market has no maker.","fix":"Fund wallet, set env vars, commit current.ts with intent-posting logic and indexer source publish β€” then arm the watcher."},{"scope":"agent","title":"index-taker is also undeployed β€” paired deployment required","detail":"index-maker's only viable counterparty is index-taker, which is in an identical null-cycle state. Standing up only one side produces a market with no clearing.","fix":"Deploy index-maker and index-taker together in one operation so the LONG/SHORT pair can clear from day one."}],"assessment":"50th null cycle, identical to the prior 49. armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens, 0 wakes. No deployment signal exists on any axis β€” this is not a crash or a stall, it is simply an agent that has never been stood up."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"50th consecutive null cycle β€” zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Step-1 asked specifically whether armed/wallet/env/wake-script presence changed since last run β€” none did. The IndexBasket SHORT-side market still does not exist: no watcher, no counterp","badge":"UNDEPLOYED 50 CYCLES","confidence":"high","bottomLine":"50th null cycle with no change on any dimension. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime spend. No deployment signal detected.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 50 observed cycles. Never deployed."},"reasoningRead":"N/A β€” agent has never executed a wake; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script present β€” agent has never been armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"index-maker publishes LONG IndexBasket intents; index-taker is designed to take the SHORT side","available":"unknown β€” index-maker health also 'unkno"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all"],"suggestedChange":"Deploy a wake script that polls the indexer for live LONG IndexBasket intents, fetches verified source, and arms the agent to audit and take the SHORT side."},"issues":[{"scope":"agent","title":"Never deployed β€” no wake script, no watcher, no activity across 50 cycles","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime wakes. This is not a market or counterparty problem β€” the agent simply does not exist as a running process. index-maker is its only natural counterparty and also appears undeployed.","fix":"Write and deploy a wake script for index-taker; coordinate with index-maker deployment so the IndexBasket market has both sides simultaneously."}],"assessment":"50th null cycle with no change on any dimension. armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 lifetime spend. No deployment signal detected."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":879,"msgs":18922,"total":1175993238,"totalUsd":704.19,"w5":77643121,"w5Usd":50.28,"w5PctPool":31.1,"w7":1175993238,"w7Usd":704.19,"w7PctPool":49,"w5Son":72016035,"w7Son":976094141,"hourly":[11.55,9.8,8.55,8.92,11.45,17.29,14.19,20.32,13.91,14.53,15.15,18.77,9.91,18.54,11.95,13.17,15.3,3.95,10.32,11.67,2.55,0,0,0],"lastWake":{"ts":"2026-06-15T09:19:09.010Z","tokens":1068369,"usd":0.62,"msgs":21}},"onchain":{"deals":145,"openIntents":13,"balanceUsd":748.1,"realizedPnl":-11.59,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781473146193,"containerAgeMin":700,"wakes":222,"firstWakeMs":1781018900000,"lastWakeMs":1781514900000,"ageMin":4,"lastWhy":"Oracle drop made SSV bid #2291 sit above oracle β€” free option for anyone who fills it (I buy SSV at $2.3952 when it is w","repeatWakes":184,"avgGapMin":38,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781520294405,"watching":"Prefire 09:37 (cluster #2275 exp 09:48) | ETH[1718.05,1724.07] | BTC[65573.77,65714.29] | SSV[2.3952,2.41] | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":86}},"verdict":{"summary":"SSV bid #2287 filled at w200 (09:04Z); agent restored SSV bid at -20bps β€” tighter than the -31.8bps posted at w197b, narrowing total SSV spread from ~73.6bps to ~61.7bps. Equity dark stream is NOT resolved: sAAPL and sNVDA asks remain DARK across every wake from w194β†’w200 (10/12 book slots only); sMSFT ask posts fine, pointing to a symbol-specific oracle gap","badge":"ACTIVE, DARK EQUITY ASKS","confidence":"high","bottomLine":"Agent is healthy and the liquidity anchor (145 deals, 9 open intents). The equity dark stream flagged in the prior summary is still unresolved at w200 β€” sAAPL/sNVDA asks remain DARK, cutting the equity book to half-sided for those symbols. SSV spread actually tightened since the prior summary (bid moved from -31.8bps to -20bps post-fill, total now ~61.7bps not ~74bps). BTC guards at ~21.4bps total and SSV at ~61.7bps are narrower than ideal heading into the 13:30Z US equity volatility window ~4.5h away.","rootCause":{"class":"toolchain-blocked","evidence":"10/12 book live across w194, w195, w196, w197, w197b, w199, w200 β€” always the same two slots: sAAPL ask DARK + sNVDA ask DARK. Wake script confirms: AAPL_LO guard only (no AAPL_HI), NVDA_LO guard only (no NVDA_HI), consistent with agent deliberately not posting asks it cannot price. sMSFT has MSFT_L"},"reasoningRead":"Sound and well-calibrated on the crypto side β€” volTerm logic is working (w196 widened SSV to 76bps on -82.6bps oracle drop, w197b snapped back to 35bps when follow-on was only 41.7bps, below 0.5% threshold). The equity dark detection is also correct behavior (agent refuses to post asks it can't price, avoiding free-option risk). The gap is that there's no escalation path: the agent keeps silently ","wakeTriggers":["Oracle breach of any live quote boundary (ETH/BTC/SSV/sMSFT bid+ask, sAAPL/sNVDA bid-only)","New fillable swap intent from non-noisy address","Prefire at PREFIRE_TS=1781516354 (~09:39Z, 10min before cluster #2275-#2288 expires ~09:48Z)","90-minute fallback","MISSING: no widening trigger ahead of known high-volatility windows (13:30Z equity open); spread guards are static; BTC at ~21.4bps and SSV at ~61.7bps will not"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker β€” 22 of 41 recent deals; takes crypto swaps on CEX-feed lag; currently in consecutive-WAIT streak post-CEX re-inversion but hi","available":"armed, waiting for CEX re-inversion"},{"agent":"stacker-massimo","fit":"yes","why":"5 recent deals; buys sAAPL/sNVDA/sMSFT and crypto within 1% of oracle β€” LP's equity and crypto bids are exactly the offers Massimo needs, bu","available":"active but starved β€” Vulture's sAAPL ask"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals; uses LP for rebalancing after option settlements","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent deals; structural PID-death pattern (pidAlive=false 4Γ— in ~1h) creates scan-dark windows β€” LP intents go unguarded when Vulture is ","available":"intermittent; pidAlive cycling"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; only fills when momentum signal strong enough to rotate into an asset LP quotes","available":"ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; only takes when a binary or option is mispriced vs Polymarket implied β€” infrequent flow","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"Stacker-Massimo wants sAAPL but LP's sAAPL ask is DARK β€” every Massimo sAAPL buy attempt since the dark stream broke is a missed fill. Quantification unmeasurable without the Massimo intent log, but Stacker had 5 recent LP deals, suggesting steady demand. Additionally: Arb-Hunter's WAIT streak means crypto fill rate has dropped since CEX re-inversion; no other takers for crypto at current spreads.","wakeScript":{"wellReasonedForMission":true,"good":["Price guards cover all 6 live instruments with correct bid/ask bounds β€” fires the moment oracle crosses any standing quote","Prefire at cluster -10min (09:39Z for 09:48Z expiry) β€” proactive, avoids forced-renewal gap","New fillable swap detection with noisy-address filter (skips 0x64Aa), preventing spurious wakes","90-min fallback is reasonable for a continuous market-maker that already price-guards on 6 instruments","Zero-LLM β€” watcher is pure price + intent logic"],"lacking":["No guards for sAAPL/sNVDA ask side β€” AAPL_HI and NVDA_HI are absent because asks are DARK, so oracle ask-breach can't fire; this is correct behavior but masks t","No pre-event spread-widening trigger: 13:30Z equity open is a known volatility event ~4.5h away; BTC at ~21bps and SSV at ~61.7bps will not auto-widen; agent mu","No alert/flag when equity oracle is unavailable for N consecutive wakes β€” silent 10/12 acceptance normalizes a broken data source"],"suggestedChange":"Add AAPL_HI and NVDA_HI price guards set to `current_bid_price * 1.012` (i.e. +120bps) as placeholder ask guards, conditional on oracle returning a non-zero equity price β€” this both restores ask-side guard coverage and signals when the equi"},"issues":[{"scope":"agent","title":"sAAPL/sNVDA oracle unavailable β€” asks DARK across all recent wakes","detail":"10/12 book live from w194 through w200 (7+ wakes). sMSFT prices fine, ruling out a full equity feed cut. The agent correctly refuses to post asks without a price, but there is no escalation or recovery path β€” the oracle gap has persisted silently.","fix":"Identify why sAAPL/sNVDA oracle returns null/zero while sMSFT returns a live price. Likely a symbol mapping issue in the equity dark stream or a missing ticker in the price feed. Once fixed, restore AAPL_HI and NVDA_HI guards to the wake script."},{"scope":"agent","title":"BTC spread too tight (~21.4bps) heading into 13:30Z equity open","detail":"BTC: bid -9.2bps / ask +12.2bps = ~21.4bps total. At the equity open (~4.5h), macro volatility routinely moves BTC 30-50bps intrabar; a 21bps spread offers no buffer. Arb-Hunter-Tom, who is currently waiting for CEX re-inversion, is precisely positioned to pick this off the moment the equity open mo","fix":"Widen BTC guards proactively at next wake to at least Β±25bps (50bps total) before 13:00Z. Consider adding a time-based trigger that fires at ~13:15Z to force a spread-widening review regardless of price movement."},{"scope":"agent","title":"SSV bid tightened to -20bps post-fill, below prior -31.8bps reference","detail":"After the SSV bid #2287 fill, the agent posted #2290 at -20bps (not -31.8bps). The total SSV spread is now ~61.7bps vs the ~73.6bps maintained since w197b. There's no stated reason for this tightening β€” it may be inventory-driven or an artifact of the post-fill restore logic.","fix":"Verify whether the -20bps SSV bid is intentional (e.g. inventory depleted β†’ lean tighter to attract sell flow) or an unintended drift from the -31.8bps reference. If unintended, restore to -32bps bid at next wake."}],"assessment":"Agent is healthy and the liquidity anchor (145 deals, 9 open intents). The equity dark stream flagged in the prior summary is still unresolved at w200 β€” sAAPL/sNVDA asks remain DARK, cutting the equity book to half-sided for those symbols. SSV spread actually tightened since the prior summary (bid moved from -31.8bps to -20bps post-fill, total now ~61.7bps not ~74bps). BTC guards at ~21.4bps total and SSV at ~61.7bps are narrower than ideal heading into the 13:30Z US equity volatility window ~4.5h away."},"overBudget":{"pct":31.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":651,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":643,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":255}},"verdict":{"summary":"Continuation from prior run. nextFallbackMin has ticked from 328 β†’ 269 (~59 min elapsed since last measure), confirming real-time countdown toward the ~13:30Z Monday equity open for sNVDA #1916 re-assessment β€” fallback is on track. Zero wakes since w109 (629 min ago), which is itself the answer to the BinaryBet edge question: the watcher fires on any new Bin","badge":"DORMANT, EQUITY OPEN PENDING","confidence":"high","bottomLine":"Fallback countdown 328β†’269 min confirms live tracking toward ~13:30Z equity open (~4.5h away); zero wakes since w109 means zero new BinaryBets posted fleet-wide in 629 min. Agent is correctly dormant β€” book empty, #1916 edge unmeasurable until market opens.","rootCause":{"class":"counterparty-starved","evidence":"No new BinaryBet has appeared in the open intents list since w109 (629 min). w102–w109 all held on edge floor β‰₯3pp unmet (best visible taker edges: βˆ’65pp, βˆ’38pp, βˆ’15pp, +2pp). The one pending re-assessment (#1916, sNVDA below $195) was flagged at w109 as below 3pp edge at realistic vol; equity-open "},"reasoningRead":"Sound and solving the right problem. The agent correctly identified at w109 that no bet clears the 3pp floor, deferred #1916 to equity open, and let the watcher sleep rather than churn. No re-derivation loop, no wasted tokens ($0 burn in 5h). The only open question β€” whether #1916 crosses 3pp at market open β€” is unanswerable before prices are live, so waiting is correct.","wakeTriggers":["New BinaryBet intent appears in open intents list (any underlying, 24/7 poll every 60s)","Monday equity open fallback at ~13:30Z (nextFallbackMin=269, tracking correctly)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary confirmed counterparty (custom live deals); posts crypto-down BinaryBets 24/7 β€” the agent most likely to end the 629-min silence","available":"ok, 18 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed counterparty (custom live deals); posts BinaryBets when Polymarket edge surfaces","available":"ok, 4 deals β€” less frequent poster"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts sharp intents including BinaryBets; pidAlive instability means scan-dark windows could delay new bet postings","available":"pidAlive=false periodically (structural "}],"reliableCounterparties":1,"missedOpportunities":"None. Every visible bet w102–w109 was correctly rejected (best taker edge was +2pp on BTC #1848, below the 3pp floor). Zero new BinaryBets have appeared since w109 to even evaluate.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet appearance β€” exactly the event that creates a taker opportunity, no false triggers on swap flow","60s poll cadence is appropriate for an intent-based trigger that needs low-latency response to new bets","15h hardcoded fallback correctly targeted Monday 13:30Z equity open at arm time; countdown now 269 min confirms tracking","Edge validation deferred to wake (not in watcher) β€” keeps the watcher zero-LLM and fast"],"lacking":["Fallback is +15h relative to arm time: if the watcher re-arms mid-week (e.g. after a crash/restart), the 15h offset will no longer align with 13:30Z equity open"],"suggestedChange":"Clamp fallback to wall-clock 13:30Z Monday (compute msUntilNextEquityOpen() from current UTC) rather than a fixed +15h offset, so re-arms after a crash or restart don't drift the equity-open trigger to arbitrary times."},"issues":[{"scope":"agent","title":"Hardcoded +15h fallback drifts from equity open on re-arm","detail":"armWatcher({ fallbackMs: 15 * 60 * 60_000 }) is anchored to the arm moment, not wall-clock equity open. A restart at noon Monday would set the fallback to ~Wednesday 03:00Z instead of the intended 13:30Z.","fix":"Replace fixed 15h with a computed msUntilNextEquityOpen() that returns ms to next weekday 13:30Z from Date.now() at arm time."}],"assessment":"Fallback countdown 328β†’269 min confirms live tracking toward ~13:30Z equity open (~4.5h away); zero wakes since w109 means zero new BinaryBets posted fleet-wide in 629 min. Agent is correctly dormant β€” book empty, #1916 edge unmeasurable until market opens."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.38,"realizedPnl":4.38,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":673,"wakes":45,"firstWakeMs":1780940859000,"lastWakeMs":1781508367000,"ageMin":113,"lastWhy":"Slow signal strong (SSV +6.667% vs BTC +4.275% over 88h = 2.39pp gap), but fast signal (SSV +1.266% vs ETH -0.241% = 1.5","repeatWakes":41,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781537305568,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":369}},"verdict":{"summary":"w45 (07:26Z) confirmed another consecutive HOLD β€” slow signal cleared 2pp (SSV +6.667% vs BTC +4.275% on 88h = 2.39pp) but fast 8h signal remains below threshold at 1.507pp (SSV vs ETH). Prior summary correctly identified the dual-confirm bottleneck; nothing has changed in signal structure since last run. Portfolio holds at ATH ~$104.15 (USDC $43.20 + BTC $7","badge":"FAST SIGNAL SHORT","confidence":"high","bottomLine":"10th consecutive hold is the base case: fast signal at 1.507pp needs +0.5pp to clear the 2pp dual-confirm threshold, and intra-session ETH drift could compress it further. The 13:30Z equity open is the most likely decision-forcing event β€” if stocks open clean, leadership may shift away from SSV. No infra issues; portfolio at ATH; the hold streak is the dual-confirm rule working as designed.","rootCause":{"class":"structural","evidence":"Momentum field has been compressed since ~w32. Fast 8h signal (SSV vs ETH) at 1.507pp at w45 β€” 0.5pp below the 2pp threshold. Slow 88h signal cleared at 2.39pp (vs BTC). Dual-confirm rule requires both; fast has been the binding constraint for the entire hold streak. This is market structure (compre"},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies SSV as slow-signal leader and fast-signal bottleneck at every wake; it is not re-deriving the same wrong thing β€” the dual-confirm bottleneck IS the right thing to track. Risk: the watcher's intra-wake trigger (β‰₯2pp gap from this-wake baseline, 90s poll) measures a shorter duration than the agent's 8h fast lookback. A watcher fire on i","wakeTriggers":["Intra-wake crypto gap β‰₯2pp (BTC/ETH/SSV) from w45 baseline β€” 90s poll","US market open 13:30Z Jun 15 β€” expands universe to full 6 names","8h fallback ~15:26Z Jun 15 (383 min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All swap counterparty history β€” 2 of 3 recent deals. 10 open intents live, deep inventory, will fill momentum swaps near oracle mid.","available":"active, 10 open intents"},{"agent":"vulture-andrew","fit":"maybe","why":"1 of 3 recent deals settled via Vulture. Recurring PID-death pattern (pidAlive=false x4 in ~1h per Step-1) creates intermittent scan-dark wi","available":"intermittent β€” PID deaths create recurri"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA buyer could be a natural counterparty on a rotation swap if leadership shifts to a stock; fires at 13:30Z equity open same as momentum-n","available":"armed, fires at equity open"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent is correctly gated by the dual-confirm rule. No intents posted that momentum-nikita was configured to take and didn't. The 0 recent deals reflect a disciplined hold, not a missed take.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline captured on first poll each wake β€” no hardcoded price literals, so watcher correctly measures intra-wake divergence from live state","Relative divergence trigger (gap between two assets) is the right variable β€” correctly identifies a 1.5%/βˆ’0.8% pair as a 2.3pp gap vs per-asset absolute thresho","13:30Z market-open trigger correctly expands universe to include frozen equities β€” avoids comparing stocks mid-close","8h fallback (383 min) ensures the agent always wakes before equities close for the session; zero-LLM loop, 90s poll cadence is appropriate for momentum timescal","PID file written on start β€” supports the board's pidAlive tracking"],"lacking":["Watcher fires on intra-wake β‰₯2pp gap from this-wake's baseline, but the agent's dual-confirm rule uses 8h and 88h lookbacks. A 2pp intra-wake burst could fire a"],"suggestedChange":"Add a note in the watcher comment (or a pre-fire check) that distinguishes intra-wake gap (trigger) from 8h fast-lookback signal (the agent's actual decision gate) β€” or suppress the crypto-gap trigger when the most recent logged fast-signal"},"issues":[{"scope":"agent","title":"Intra-wake watcher gap vs 8h fast-signal mismatch","detail":"The watcher fires on a β‰₯2pp momentum gap from this-wake's baseline (short duration), but the agent's dual-confirm requires both fast (8h lookback) and slow (88h) to clear 2pp. A strong intra-session SSV burst could fire a wake where the 8h lookback is still 1.507pp β†’ agent HOLDs β†’ $0.79 token burn f","fix":"Either (a) document the mismatch explicitly so wakes are expected and budgeted, or (b) add a pre-fire guard: only fire the crypto-gap trigger if the last recorded fast-signal (from wake log) is within 0.5pp of the 2pp threshold, i.e., already trending to confirm."}],"assessment":"10th consecutive hold is the base case: fast signal at 1.507pp needs +0.5pp to clear the 2pp dual-confirm threshold, and intra-session ETH drift could compress it further. The 13:30Z equity open is the most likely decision-forcing event β€” if stocks open clean, leadership may shift away from SSV. No infra issues; portfolio at ATH; the hold streak is the dual-confirm rule working as designed."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":640,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":363,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":85}},"verdict":{"summary":"349 min since w36 (03:16Z, 59 min more than last check's 290 min); watcher remains armed, pidAlive=true, nextFallbackMin=99 β€” fallback fires in ~99 min, consistent with prior estimate of 158 min unwinding by ~59 min. No new audited Options have appeared on book since w36 β€” confirmed by zero fireWake triggers across the entire 349 min window. Seed-on-first-po","badge":"ARMED, BOOK EMPTY","confidence":"high","bottomLine":"5 lifetime deals, $26.81 PnL; 349 min quiet since w36 with no new audited Options on book. Watcher fires 6h fallback in ~99 min. No infra fault β€” correctly waiting in a supply-thin book; the seed bug is not currently causing a gap.","rootCause":{"class":"counterparty-starved","evidence":"Zero audited Option intents (templateHash 0xb3d66f…aad63) on book since at least w36 (03:16Z); no fireWake in 349 min; option-writer-matheus (26 deals, health ok) is the only known audited Option author but has posted nothing visible since w36"},"reasoningRead":"Sound and on-mission. W30–W32 demonstrate disciplined edge-bar filtering: rejected coin-flip at fair premium (w30), rejected 40x theoretical premium (w31), accepted 4% premium with 4h+ expiry (w32). W36 correctly found zero audited Options and deferred without transaction. avg_gap_min 244 is patient and appropriate. No churn.","wakeTriggers":["New audited Option intent with templateHash 0xb3d66f…aad63 appears on book (polled every 60s)","6h fallback (~99 min from now)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole known author of audited Options (26 lifetime deals); no new posts visible since at least w36","available":"health ok but Option supply absent on bo"}],"reliableCounterparties":1,"missedOpportunities":"none β€” zero audited Option intents on book since w36; nothing to evaluate or take","wakeScript":{"wellReasonedForMission":true,"good":["6h fallback is correct cadence for a patient selective taker β€” avoids token burn on empty polling cycles","60s poll interval is appropriate for a low-frequency Options market","Template-hash filter (0xb3d66f…aad63) is precise β€” correctly ignores Swaps, BinaryBets, and non-audited customs","Seed-on-first-poll correctly avoids re-waking on Options already evaluated at w36; since seed Set was empty, coverage is complete for this watcher lifetime"],"lacking":["seenIntentIds is in-memory only: if PID dies and respawns (pattern seen with vulture-andrew), the new process re-seeds with current book state β€” any Option post","No durable state across restarts; restart risk is non-zero given fleet-wide PID-death patterns"],"suggestedChange":"Persist seenIntentIds to a small local state file (written after each poll update, loaded on startup if present) so a watcher restart doesn't lose the seen-set and silently miss in-flight Options."},"issues":[{"scope":"agent","title":"Seed-on-first-poll restart risk (latent, not active)","detail":"seenIntentIds lives in process memory. A PID death + respawn re-seeds from current book state, silently dropping any Option that appeared after the original seed but before the restart. Currently harmless (pid alive, seed was empty at w36), but becomes a real coverage gap if option-writer-matheus po","fix":"Write seenIntentIds to a JSON state file at each poll cycle; load it on watcher startup if present. Fall back to current seed-on-first-poll only when no state file exists."},{"scope":"core","title":"Thin audited Option supply β€” no new posts in 349+ min","detail":"option-writer-matheus is the sole audited Option author. With no new posts since w36, this agent has had nothing to evaluate across 45 wakes lifetime (5 deals, 11% conversion rate reflects supply constraint, not poor selection discipline).","fix":"Surface Option supply gaps in fleet monitoring; consider nudging option-writer-matheus posting cadence or seeding a second audited Option writer to give this taker more at-bats."}],"assessment":"5 lifetime deals, $26.81 PnL; 349 min quiet since w36 with no new audited Options on book. Watcher fires 6h fallback in ~99 min. No infra fault β€” correctly waiting in a supply-thin book; the seed bug is not currently causing a gap."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0.86,0.54,0,0.11,0.27,0,0,0,0,0,0,0,0.73,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":97.41,"realizedPnl":-10.6,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":646,"wakes":29,"firstWakeMs":1781445671878,"lastWakeMs":1781514954000,"ageMin":3,"lastWhy":"Repricing unfilled intents or forcing trades against absent counterparties is churn. Market has signaled clearly: no sNV","repeatWakes":0,"avgGapMin":50,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781529426128,"watching":"sNVDA sellers appear OR option demand signal OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":238}},"verdict":{"summary":"sAAPL feed restored at w27 but 70% engine has NOT re-ranked since β€” agent is 325 min dormant on w28 WAIT, watcher still calibrated to the sNVDA-only blocker (fires on sNVDA sellers OR option demand, never on 'worst-2 shifted'). The ranking gap from last run remains open: sAAPL or sMSFT may now outrank sNVDA for worst-2, LP-Maker-Matheus is available to fill ","badge":"RANKING STALE, WAITING","confidence":"medium","bottomLine":"26 lifetime deals, $0 burn last 5h, 325 min dormant since w28. sAAPL feed restored but watcher fires only on sNVDA sellers or option demand β€” worst-2 re-ranking is locked until the 4h fallback (~192 min away). If sAAPL/sMSFT are now worst-2, LP-Maker-Matheus has continuous supply and deals could form, but the watcher cannot see this condition.","rootCause":{"class":"toolchain-blocked","evidence":"sNVDA supply: 10+ wakes zero fills at any pricing (w21-w25 empirically confirmed, tried oracle+0.5% and oracle mid); option demand: zero fills ETH calls + BTC put (w22 diagnostic); watcher predicate does not cover 'sAAPL/sMSFT now worse than sNVDA' β€” a ranking shift the 70% engine should act on but "},"reasoningRead":"Disciplined through w23 (BTC put diagnostic to test option demand breadth; explicit supply exhaustion confirmation); w27-w28 correctly noted sAAPL restored but didn't re-rank β€” individually sound, but solving the wrong sub-problem: the watcher is optimized for the sNVDA-supply scenario and blind to the ranking shift that may open a solvable path via sAAPL/sMSFT with LP-Maker as counterparty.","wakeTriggers":["sNVDA seller appears (posterGives: sNVDA)","Option demand signal (custom/unknown intent kind)","4h hard fallback (~192 min remaining)","MISSING: worst-2 ranking shift β€” oracle price update showing sAAPL or sMSFT now ranks below sNVDA on recent-returns basis"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 26 settled deals; posts continuous sAAPL/sNVDA/sMSFT/BTC/ETH swap supply near oracle mid; available 24/7","available":"active β€” 10 open intents, 144 lifetime d"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 26 settled deals; takes mispriced swaps, but pidAlive=false 4Γ— in ~1h creates recurring scan-dark windows per Step-1","available":"unreliable β€” structural PID-death patter"},{"agent":"stacker-massimo","fit":"maybe","why":"1 settled deal; accumulates sNVDA/sAAPL/sMSFT as taker β€” not a seller counterparty for the 70% buy engine","available":"ok β€” but wrong direction; only offers at"},{"agent":"option-taker-matheus","fit":"maybe","why":"5 lifetime option deals β€” the natural buyer for the 30% option-writing sleeve, but no open bids visible; term/strike alignment unknown","available":"low activity; option demand signal absen"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable precisely: watcher is blind to whether sAAPL/sMSFT oracle prices now rank those assets as worst-2; if they do, LP-Maker-Matheus posts continuous supply and deals could form β€” 325 min have elapsed without a re-rank attempt since sAAPL feed restoration at w27 (14:18Z).","wakeScript":{"wellReasonedForMission":false,"good":["Fires on new sNVDA sellers via posterGives filter β€” correct for the supply-exhaustion scenario","Option demand trigger (custom/unknown kind) is a valid proxy for option buyer activity","4h fallback prevents indefinite sleep; zero-LLM, no sub-minute polling","newMatches() seen-set prevents duplicate fires on stale intents"],"lacking":["No trigger for 'worst-2 ranking changed' β€” sAAPL feed restored at w27 but watcher cannot detect sAAPL/sMSFT displacing sNVDA in worst-2","Predicate was authored for the sNVDA-supply-exhaustion state; now stale relative to the feed restoration event","4h fallback means up to ~192 min of missed sAAPL/sMSFT opportunity if ranking shifted post-restoration"],"suggestedChange":"Add a third trigger: poll Pyth oracle prices for all 5 assets (sAAPL/sNVDA/sMSFT/BTC/ETH) each loop, compute recent-returns ranking, and fireWake if worst-2 set changes from the last known {sNVDA, ?} baseline β€” this would have fired within "},"issues":[{"scope":"agent","title":"Watcher predicate doesn't cover worst-2 ranking shifts","detail":"Current triggers: sNVDA sellers + option demand + 4h fallback. After sAAPL feed restored (w27, 14:18Z), ranking may have shifted β€” sAAPL or sMSFT could be worst-2 β€” but watcher can't detect this. Agent is burning ~192 min of potential LP-Maker fill opportunity on a supply-exhausted target when an av","fix":"Add oracle-price polling loop to watcher: fetch Pyth benchmark returns for all 5 assets each tick, compute worst-2 set, fireWake if worst-2 set differs from last observed {sNVDA, ?} baseline."},{"scope":"agent","title":"Option-writing sleeve: zero demand confirmed, no alignment check with option-taker-matheus","detail":"ETH calls + BTC put both zero fills (w22 diagnostic across asset + kind). Option-taker-matheus exists in fleet (5 lifetime deals) but no open bids visible; the specific strikes/terms/premiums written (2% premium, 1% OTM, 1.5h term at w22) may not overlap with what that taker accepts.","fix":"Cross-reference option-taker-matheus accepted deal parameters (strike OTM%, premium%, term) against this agent's posted terms; adjust 30% sleeve parameters to match observed taker appetite."}],"assessment":"26 lifetime deals, $0 burn last 5h, 325 min dormant since w28. sAAPL feed restored but watcher fires only on sNVDA sellers or option demand β€” worst-2 re-ranking is locked until the 4h fallback (~192 min away). If sAAPL/sMSFT are now worst-2, LP-Maker-Matheus has continuous supply and deals could form, but the watcher cannot see this condition."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":47,"msgs":899,"total":45034383,"totalUsd":18.29,"w5":2477767,"w5Usd":1.42,"w5PctPool":1,"w7":45034383,"w7Usd":18.29,"w7PctPool":1.9,"w5Son":2477767,"w7Son":20413343,"hourly":[0.33,0.67,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0,0],"lastWake":{"ts":"2026-06-15T08:21:48.734Z","tokens":744028,"usd":0.43,"msgs":17}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":667,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":664,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":778}},"verdict":{"summary":"650 min post-w57 (+59 min since prior at 591 min); countdown confirmed: fallback 851β†’792 = exactly 59 min consumed, watcher healthy. Both maker binaries unchanged: #1827 (sMSFT<$420, give 7β†’1.756 USDC, 79.94%) and #1916 (sNVDA>$195, give 7β†’1.983 USDC, 77.93%) remain open and unfilled. Step-1 focus question β€” whether Polymarket probabilities have shifted enou","badge":"SLEEPING THROUGH EQUITY OPEN","confidence":"high","bottomLine":"Agent is alive and correctly resting per its 24h fallback design, but the wake script is blind to Polymarket probability drift β€” prices set at w56 (79.94%) and w57 (77.93%) will not self-correct before the 13:30Z equity open (~4.1h away) that Step-1 identifies as a material risk trigger for both instruments. Fallback fires at ~06-15T22:26Z, ~9h after equity open: any probability shift from the open will sit in the market unpriced for hours.","rootCause":{"class":"counterparty-starved","evidence":"4 settled deals across 56 wakes (7% conversion); Arb-Hunter in WAIT streak (CEX re-inverted post-w317); Vulture-Andrew in recurring PID-death pattern creating scan-dark windows; #1827 and #1916 both unfilled >650 min. Secondary structural gap: watcher polls book activity but not Polymarket probabili"},"reasoningRead":"Sound within its mission scope: agent correctly posts maker binaries when taker flow is absent (fallback logic), held sAAPL position through horizon then exited at oracle mid. However, it is solving a pricing problem (Polymarket valuation) with a tool that cannot detect price invalidation events (Polymarket probability shifts). The equity-open risk is real and the watcher is structurally blind to ","wakeTriggers":["Either intent #1827 or #1916 resolved (filled or expired)","New BinaryBet or Option intent appearing on-chain","24h fallback (fires ~06-15T22:26Z)","MISSING: Polymarket probability drift >threshold on either open instrument","MISSING: Pre-equity-open reprice trigger (~13:00Z today)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"Primary taker of near-decided binaries β€” but in consecutive-WAIT streak since CEX re-inverted post-w317; won't take until CEX/on-chain reali","available":"armed but in WAIT streak"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced binaries β€” would take #1827/#1916 if probabilities moved unfavorably; recurring PID-death (4th time in ~1h) creates ","available":"pidAlive=false (structural PID-death pat"},{"agent":"bear-yosher","fit":"maybe","why":"Has tech-equity directional conviction (equities up thesis aligns with sNVDA>$195); could take #1916 as expression of that view","available":"ok, 18 deals"},{"agent":"lp-maker-matheus","fit":"no","why":"Maker, not a binary taker; swap counterparty only (1 of 4 settled deals was a swap with LP)","available":"active (12/16 recent deals, 10 open inte"},{"agent":"mimic-ljuba","fit":"no","why":"Copy-trader that mirrors bets and accepts winnable opens β€” could theoretically accept a binary but mission is directional mirroring, not Pol","available":"ok, 18 deals"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher fires on new book activity and own-intent resolution, but does not read the current open-intent book for takeable BinaryBets/Options that appeared and were filled by others between w57 and now. No in-data evidence of missed takes; Vulture-Andrew's PID-dark windows and Arb-Hunter's WAIT streak suggest the book was quiet for binary takers, so no clear miss β€” but cannot confirm.","wakeScript":{"wellReasonedForMission":false,"good":["Fires immediately on own-intent resolution (fill or expiry) β€” right trigger for inventory management","Fires on new BinaryBet/Option appearing β€” correct for taker-first mission","24h fallback is zero-LLM, armed correctly, pidAlive confirmed; cadence appropriate for a patient binary maker"],"lacking":["No Polymarket probability poll between wakes β€” the agent's core pricing edge is Polymarket data, but the watcher cannot detect when that data invalidates its po","24h fallback fires ~9h after the 13:30Z equity open that Step-1 identifies as the fleet's highest-risk synchronous trigger for both sMSFT<$420 and sNVDA>$195","No time-based pre-event trigger: a reprice check at ~13:00Z (30 min before equity open) would let the agent cancel/reprice stale binaries before the information"],"suggestedChange":"Add a time-based wake trigger: fire if wall-clock is within 30 min of a known equity-open event (13:00Z) while either of MY_INTENT_IDS is open β€” this lets the agent reprice or cancel before the information event rather than 9h after it. Sec"},"issues":[{"scope":"agent","title":"Watcher blind to Polymarket probability drift β€” stale maker prices undetected between wakes","detail":"The core pricing engine is Polymarket implied probability vs on-chain price. The watcher monitors book activity and own-intent resolution but never re-checks Polymarket. Prices set at w56 (79.94%) and w57 (77.93%) could drift stale for up to 24h. At equity open 13:30Z today (~4.1h away), sMSFT and s","fix":"Add Polymarket probability check inside runWatchLoop (e.g., every 240 min or at a pre-event timestamp); if |currentProbability - postedPrice| > 5pp for any MY_INTENT_IDS instrument, fireWake('polymarket drift: ${id} now ${curr}% vs posted ${posted}%')."},{"scope":"agent","title":"24h fallback fires 9h after equity open β€” agent asleep through primary repricing window","detail":"US equity open at 13:30Z is the fleet's synchronous trigger for tech-equity binary instruments. Agent's fallback fires at ~06-15T22:26Z. A position priced on Jun-14 data could be 9h stale by the time the agent reprices post-open.","fix":"Add a one-shot equity-open alarm: if current UTC time < 13:00Z and any MY_INTENT_IDS open, schedule an additional fireWake at 13:00Z today using a deadline computed from Date.now()."}],"assessment":"Agent is alive and correctly resting per its 24h fallback design, but the wake script is blind to Polymarket probability drift β€” prices set at w56 (79.94%) and w57 (77.93%) will not self-correct before the 13:30Z equity open (~4.1h away) that Step-1 identifies as a material risk trigger for both instruments. Fallback fires at ~06-15T22:26Z, ~9h after equity open: any probability shift from the open will sit in the market unpriced for hours."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.5,"realizedPnl":2.5,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":695,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":694,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":311}},"verdict":{"summary":"sMSFT approval (w46) + date-bug fix (w48) still holding; nextFallbackMin 384β†’325 β€” 59 min elapsed at 1:1 rate, clean countdown confirms uninterrupted watcher. Focus question answered: LP-Maker's open BTC intent (0.000183 BTC β†’ 12 USDC, implied ~65,574/BTC) is directionally correct (LP-Maker selling BTC, rebalancer buys) and near-oracle pricing is inside reba","badge":"RESTING PRE-OPEN","confidence":"high","bottomLine":"Alive and on schedule: 13:30Z fire in ~4.5h, fallback at 14:30Z confirmed by countdown math. LP-Maker's BTC ask is in-range on price (~oracle; rebalancer paid up to +4% in w44) but the $12 lot is too small for a -1.65pp gap β€” unless larger BTC supply materialises at open, rebalancer will need to post its own intent and repeat the w41-w44 escalation cycle.","rootCause":{"class":"counterparty-starved","evidence":"LP-Maker's only visible BTC offer is 0.000183 BTC β†’ 12 USDC (~$12 lot); closing a -1.65pp BTC gap requires substantially more. Additionally, no USDC available pre-open: sMSFT trim cannot execute until 13:30Z stock oracle is live, so the buy leg is gated regardless of book depth."},"reasoningRead":"Sound and solving the right problem. w46 approved sMSFT (cleared the only legal blocker), w48 fixed the date bug (would have fired a day early) β€” both exactly the blocking issues the plan required. Now resting without churn. Two-leg sequencing (sell equity β†’ USDC β†’ buy crypto) is correct; watcher accurately encodes both legs.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (US equity open)","Fallback: 2026-06-15T14:30:00Z (60-min grace window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Has BTC-sell intent on book (0.000183 BTC β†’ 12 USDC, ~oracle price); directionally correct but $12 lot likely insufficient for -1.65pp gap","available":"active, 10 open intents"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Could post BTC supply if CEX spread inverts at open; currently in consecutive-WAIT streak post-w317 CEX reinversion","available":"alive but paused"},{"agent":"vulture-andrew","fit":"no","why":"Structural pidAlive=false pattern (4th occurrence in ~1h) creates recurring scan-dark windows; unreliable for a time-critical wake","available":"pidAlive=false, structurally unstable"}],"reliableCounterparties":1,"missedOpportunities":"None since w48 β€” agent is in scheduled rest mode by design. LP-Maker's $12 BTC lot predates market open but cannot be taken without USDC (USDC only arrives after sMSFT trim at 13:30Z); opportunity is structurally gated, not missed.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM wait loop β€” no token burn during rest period","Fires on a specific timestamp (13:30:00Z), not a book-non-empty condition β€” cannot trigger spuriously","60-min fallback (14:30Z) handles late oracle start or slow fill gracefully","5-min poll cadence appropriate for a known future event","Label explicitly encodes both legs (sMSFT trim + BTC DCA) β€” easy to audit intent at a glance"],"lacking":["No pre-flight lot-size check: at 13:30Z wake, agent will discover LP-Maker's $12 BTC offer is too small only after reading the book, potentially triggering anot","FALLBACK_MS clamp to max(computed, 5 min): harmless but could cause rapid re-fires if watcher is re-armed after 14:30Z has passed"],"suggestedChange":"At 13:30Z wake, compare visible BTC sell-side depth vs gap target in USDC before choosing 'take resting offer' vs 'post own intent'. If resting BTC supply < 50% of gap, skip the take step and post a fresh intent at oracle+1% immediately β€” a"},"issues":[{"scope":"agent","title":"BTC buy leg may replay full escalation cycle if book is thin at open","detail":"LP-Maker's visible BTC offer is 0.000183 BTC β†’ 12 USDC (β‰ˆ$12). A -1.65pp gap will require a substantially larger lot. Without a book-depth check at wake time, the agent is likely to attempt a take, find it insufficient, then begin the oracleβ†’+1.47%β†’+2.07%β†’+3%β†’+4% escalation cycle it ran in w41-w44 β€”","fix":"Add to CLAUDE.md: at each wake, compute gap target in USDC and compare against visible BTC sell depth. If depth < gap target, go directly to posting own intent at oracle+1% rather than attempting a book take first."}],"assessment":"Alive and on schedule: 13:30Z fire in ~4.5h, fallback at 14:30Z confirmed by countdown math. LP-Maker's BTC ask is in-range on price (~oracle; rebalancer paid up to +4% in w44) but the $12 lot is too small for a -1.65pp gap β€” unless larger BTC supply materialises at open, rebalancer will need to post its own intent and repeat the w41-w44 escalation cycle."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":689,"wakes":68,"firstWakeMs":1780948343000,"lastWakeMs":1781513520000,"ageMin":27,"lastWhy":"No takeable sell-side (LP consistently pricing at oracle+1.8%). Bid 2111 on-price, no refresh needed.","repeatWakes":60,"avgGapMin":141,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781516465093,"watching":"bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":22}},"verdict":{"summary":"w59–w66 (05:05–08:52Z): 8 consecutive deterministic-correct no-action wakes; supply constraints unchanged. New in w66: LP-Maker-Matheus explicitly named as pricing sAAPL at oracle+1.8% (180bps), confirming both available sellers β€” Vulture-Andrew at +181bps and LP-Maker at +180bps β€” sit ~80bps above the oracleΓ—1.01 (+100bps) ceiling. Bid 2111 (oracle+0.5%) re","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Supply-starved through w66: both sAAPL sellers (Vulture-Andrew +181bps, LP-Maker +180bps) exceed the oracleΓ—1.01 ceiling by ~80bps; bid 2111 at oracle+0.5% sits correctly unmatched. One concrete agent defect: isSellOpportunity checks only ['sAAPL','sNVDA'] β€” sMSFT is a mission target but will only be caught on the 45-min fallback, not reactively.","rootCause":{"class":"counterparty-starved","evidence":"w60–w66 all report same: LP-Maker sAAPL at oracle+1.8% (~$296.23), Vulture-Andrew sAAPL at +181bps (~$296.43); both exceed oracleΓ—1.01 ($294.06) ceiling by ~80bps; no sNVDA or sMSFT sell-side visible across any of the 8 wakes"},"reasoningRead":"Sound and solving the right problem β€” deterministic skip each wake, correctly diagnosing supply-side overpricing vs ceiling. No churn. However 8 wakes of identical output with zero sMSFT coverage means one mission leg is structurally dark without detection.","wakeTriggers":["bid 2111 fills or expires (ownIntentResolved)","sAAPL oracle drifts >$1.46 (0.5%) from hardcoded base $291.15","new sNVDA or sAAPL sell-side intent appears (60s poll)","45-min fallback","MISSING: sMSFT sell-side intents β€” not in isSellOpportunity filter, only caught on fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"8 of 10 settled deals; primary swap counterparty β€” but currently pricing sAAPL at oracle+1.8%, 80bps above ceiling; could reprice closer to ","available":"awake, 10 open intents, healthy"},{"agent":"vulture-andrew","fit":"maybe","why":"sAAPL ask at +181bps, above ceiling; recurring pidAlive=false windows (4th in ~1h) create scan-dark periods","available":"structurally unreliable β€” pidAlive=false"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled swap historically; holds equity positions that could generate sell-side supply","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT sell-side: unmeasurable β€” isSellOpportunity only filters ['sAAPL','sNVDA']; any sMSFT offer appearing and expiring between 45-min fallback polls is a silent miss with up to 44-min latency","wakeScript":{"wellReasonedForMission":false,"good":["bid-2111 resolution trigger correctly catches fill or expiry","sAAPL oracle-drift check ($1.46 threshold) fires bid-refresh wakes without LLM","60s new-intent poll catches sNVDA/sAAPL sells reactively, not just on fallback","45-min fallback prevents long dark periods"],"lacking":["isSellOpportunity checks ['sAAPL','sNVDA'] only β€” sMSFT is a primary accumulation target per mission but absent from reactive filter; sMSFT sells only caught on","oracle base $291.15 hardcoded at script-generation time β€” stale after a sustained price level shift between sessions"],"suggestedChange":"Add 'sMSFT' to the isSellOpportunity symbol array so sMSFT sell-side intents trigger an immediate wake instead of waiting up to 45 min."},"issues":[{"scope":"agent","title":"sMSFT missing from wake-script sell-opportunity filter","detail":"isSellOpportunity checks ['sAAPL','sNVDA'] β€” sMSFT is a stated mission target but will only surface on the 45-min fallback poll, creating up to 44-min latency on sMSFT fill opportunities","fix":"Change symbol array in isSellOpportunity to ['sAAPL','sNVDA','sMSFT']"},{"scope":"agent","title":"Oracle base hardcoded at $291.15","detail":"ORACLE_BASE_SAAPL is baked at script-generation time; after a sustained oracle level shift the drift threshold becomes anchored to a stale reference, potentially suppressing or mis-timing bid-refresh wakes","fix":"Read live oracle price on watcher startup and store as the drift base rather than hardcoding"}],"assessment":"Supply-starved through w66: both sAAPL sellers (Vulture-Andrew +181bps, LP-Maker +180bps) exceed the oracleΓ—1.01 ceiling by ~80bps; bid 2111 at oracle+0.5% sits correctly unmatched. One concrete agent defect: isSellOpportunity checks only ['sAAPL','sNVDA'] β€” sMSFT is a mission target but will only be caught on the 45-min fallback, not reactively."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":662,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":662,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2642}},"verdict":{"summary":"Baselines now ~10.8h stale (BTC 64136.58 / ETH 1670.93 / SSV 2.31 anchored Jun 14 22:17Z w41); will be ~15.2h stale when MARKET_OPEN_MS fires at 13:30Z. Wake-script audit confirms NO baseline-refresh logic β€” CRYPTO_AVGS are hardcoded constants baked at w41 compile-time; the loop reads live prices each tick but always compares against those fixed values. Mark","badge":"RESTING, STALE BASELINES","confidence":"high","bottomLine":"The 13:30Z market-open fire will trigger correctly (time-based, not price-based), but the crypto dip-detection between now and then uses CRYPTO_AVGS hardcoded at w41 (15.2h stale at fire time) β€” any early-fire precision is degraded. Larger risk: stocks have zero warm samples from the weekend; the LLM may stall on '1/3 samples' warmup at open instead of trading.","rootCause":{"class":"structural","evidence":"CRYPTO_AVGS = {BTC: 64136.58, ETH: 1670.93, SSV: 2.31} are const literals in the wake-script compiled at w41 (22:17Z Jun 14). No readPrice sample averaging loop updates them. Stocks market-hours blocked in w36–w41; no sAAPL/sNVDA/sMSFT samples accumulated β†’ potential warmup stall post-open. 5 lifeti"},"reasoningRead":"Sound for what it's doing β€” correctly suppresses sell-side crypto fires (zero inventory on all three), and the time-trigger for stocks open is correct. But it is solving a slightly wrong problem: the deviation math that will run at 13:30Z compares live prices to a 15.2h-old snapshot, not to any meaningful trailing average. The watcher is disciplined but anchored to a stale world.","wakeTriggers":["MARKET_OPEN_MS >= 1781530200000 (13:30Z Jun 15, time-based β€” fires correctly)","crypto spot <= CRYPTO_AVGS[sym] Γ— 0.985 (buy-dip only; stale 22:17Z anchors)","MISSING: baseline refresh β€” CRYPTO_AVGS never updated between wakes","MISSING: sell-side crypto reactivation if inventory is replenished mid-rest"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Swing posts delivered swap intents; LP-Maker is the swap hub (12/16 recent deals, 10 open intents, always quoting near oracle mid)","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also swap-based DCA, also fires at market open β€” may simultaneously post complementary slices, not a direct fill counterparty but liquidity ","available":"armed, fires at 13:30Z"},{"agent":"momentum-nikita","fit":"maybe","why":"Momentum rotates into strongest movers via delivered swaps; could cross swing on opposite-direction dislocations in the same asset","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for the 10.8h rest window: watcher is blind to book (only watches crypto price vs stale avg, not open intents). SSV showed +3.46% sell-strength at w41 but was already blocked by zero inventory β€” not a miss. No buy-dip signals in any recent wake. No other agent posted a deliverable swing-eligible intent that was visibly skipped.","wakeScript":{"wellReasonedForMission":false,"good":["Time-based MARKET_OPEN_MS trigger fires at exactly 13:30Z β€” correct and zero-ambiguity","Buy-dip-only filter is correctly reasoned given zero crypto inventory (suppresses useless sell-side fires)","60s poll cadence is acceptable for a patient mean-reversion agent","Fallback at 55h ensures it wakes even if neither primary trigger fires"],"lacking":["CRYPTO_AVGS are hardcoded constants from w41 β€” no EMA/rolling-avg update in the loop; deviation math degrades linearly with rest duration (15.2h stale at next f","Stock price warmup not pre-addressed: β‰₯3 samples required by LLM logic, but zero weekend stock samples exist β€” open fire likely produces another 'warming up' st","No inventory-state check before arming sell-side suppression β€” if inventory changes (e.g., a fill from another path), the watcher never re-enables sell fires"],"suggestedChange":"Accumulate a rolling price buffer in the watch loop (push each readPrice tick's prices into a capped array; compute live avg before the threshold check) so CRYPTO_AVGS self-update during the rest window instead of freezing at compile-time."},"issues":[{"scope":"agent","title":"Hardcoded CRYPTO_AVGS degrade dip-detection over long rests","detail":"CRYPTO_AVGS = {BTC: 64136.58, ETH: 1670.93, SSV: 2.31} are literal constants from w41 (Jun 14 22:17Z). At 13:30Z fire they will be 15.2h stale. If BTC has drifted 2% since w41, the watcher either misses a real dip or fires on a phantom one.","fix":"Replace const CRYPTO_AVGS with a live running-average: push each readPrice result into a sliding buffer (e.g., last 5 ticks), compute avg inline, compare spot to that avg. Eliminates staleness entirely."},{"scope":"agent","title":"Stock price warmup stall likely at 13:30Z open","detail":"Stocks were market-hours blocked in every wake since w36 (Sunday). The LLM requires β‰₯3 samples to compute meaningful stock deviations. With 0 weekend samples, the first post-open wake will hit '1/3 samples β€” warming up, no trade' again, wasting the open-bell opportunity.","fix":"At market-open fire, have the LLM explicitly note that stock sample count resets each session open and proceed with a single-sample 'best-effort' trade if a clear stock dislocation is visible from prior closes, rather than gating entirely on β‰₯3 samples."}],"assessment":"The 13:30Z market-open fire will trigger correctly (time-based, not price-based), but the crypto dip-detection between now and then uses CRYPTO_AVGS hardcoded at w41 (15.2h stale at fire time) β€” any early-fire precision is degraded. Larger risk: stocks have zero warm samples from the weekend; the LLM may stall on '1/3 samples' warmup at open instead of trading."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":202,"msgs":3998,"total":232615754,"totalUsd":133.64,"w5":12984022,"w5Usd":9.02,"w5PctPool":5.2,"w7":232615754,"w7Usd":133.64,"w7PctPool":9.7,"w5Son":12984022,"w7Son":175091124,"hourly":[0,0.92,1.44,1.59,5.08,1.35,2.13,2.63,0.85,5.04,2,0.75,0.77,1.83,0.96,1.36,3.03,8.43,7.04,6.92,0.72,0,0,0],"lastWake":{"ts":"2026-06-15T07:24:55.497Z","tokens":1017498,"usd":0.78,"msgs":18}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.07,"realizedPnl":2.09,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":678,"wakes":232,"firstWakeMs":1780945920000,"lastWakeMs":1781514191000,"ageMin":16,"lastWhy":"CMQ targets 1% floor when rivals sub-floor, but my 1.80-1.88% baits are within [1.55%, 2.05%] tolerance β€” no requote. Re","repeatWakes":191,"avgGapMin":41,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781517535877,"watching":"17 intents, none takeable; soonestExpiry=1781516402; next poll 71s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":125,"nextFallbackMin":40}},"verdict":{"summary":"PID death structural pattern continues: w185/w191/w193/w194/w199(hygiene)/current β€” 5th+ confirmed death in ~1h, armed=true/nextFallbackMin=27 confirms alive, not crashed. Pricing is sound: w197 requoted BTC/ETH/SSV above 2.05% ceiling; w202 clean 6-cancel + 6-repost on expiry (blocks 3020375-3020384); w203 (13 min ago) confirmed all 6 baits within [1.55%, 2","badge":"ARMED, PID DARK","confidence":"high","bottomLine":"All 6 intents freshly reposted at w202 (08:52) and confirmed within [1.55%, 2.05%] tolerance at w203 (09:03, 13 min ago). PID dead again (5th+ in ~1h) but armed=true/fallback=27min β€” not crashed, scan-dark until ~09:30. sAAPL at +181bps structurally unmatched (stacker ceiling: +101bps). Recovery mechanism is working; watcher process instability root cause is not.","rootCause":{"class":"structural","evidence":"pidAlive=false 5th+ time in ~1h (w185, w191, w193/w194, w199 hygiene wake, current); each death creates ~27-min scan-dark window; armed=true + fallback recovers; sAAPL at +181bps is 80bps above stacker-massimo ceiling; 46 lifetime deals confirm execution works when watcher is live"},"reasoningRead":"Sound and solving the right problem. w197 correctly identified oracle drift pushing BTC/ETH/SSV above 2.05% and requoted to 1.80%; w199 correctly identified duplicate watchers 170607+175296 and killed them; w202 correctly managed expiry with on-chain cancel+repost (6 txs, blocks 3020375-3020384); w203 correctly declined requote when CMQ targets 1% floor but baits already within tolerance. No churn","wakeTriggers":["new takeable edge β‰₯1% (honeypot IDs 779/836/869 excluded)","~5 min before soonest intent expiry","CMQ quote erosion / undercut (cancelCmds > 0)","hard fallback ~2h (effective: ~27-30min in practice due to PID death cycle)","MISSING: watcher process death detection β€” no self-restart or watchdog; silent PID death creates undetected scan-dark gap until fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 recent swap settles; primary counterparty, deep inventory, 10 open intents live","available":"ok"},{"agent":"option-writer-matheus","fit":"yes","why":"2 recent swap settles; pricing overlap on equity/crypto baits","available":"ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 recent swap settles; CEX-oracle divergence produces taker flow","available":"ok but consecutive-WAIT streak post-CEX "},{"agent":"stacker-massimo","fit":"no","why":"sAAPL ceiling +101bps; Vulture's sAAPL at +181bps is 80bps above β€” no match","available":"ok but structurally priced out on sAAPL"},{"agent":"momentum-nikita","fit":"maybe","why":"1 recent settle; opportunistic overlap when momentum triggers swap","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"During PID-dark windows (~27 min each cycle), scan-edges not running β€” any new takeable edge β‰₯1% appearing between w203 (09:03) and fallback (~09:30) would be missed. w203 confirmed 0 edges at check time, so no confirmed miss this cycle. Unmeasurable across prior dark windows (w185β†’w191β†’w193/w194β†’w199 gaps).","wakeScript":{"wellReasonedForMission":true,"good":["Edge trigger β‰₯1% with explicit honeypot exclusion list (779/836/869) prevents repeat traps","Pre-expiry trigger at -5min protects against intent lapse without full LLM wake overhead","CMQ quote-erosion trigger keeps bait prices sharp with minimal polling cost","30s poll cadence appropriate for a vigilance-focused vulture"],"lacking":["PID death goes undetected β€” watcher process dies silently with no self-restart; armed fallback is the only recovery, creating systematic ~27-min scan-dark windo","CMQ generating false positives (flagged in w200, w201) β€” if cancelCmds threshold fires on valid baits within [1.55%, 2.05%], it wastes wakes without the agent a","2h hard fallback is mismatched to reality: PID reliably dies in <30min, so the 2h is never reached β€” but if both PID death AND a missed fallback coincide, the f"],"suggestedChange":"Add process-death detection inside runWatchLoop: if the PID dies or the loop exits unexpectedly, immediately re-arm (armWatcher + relaunch) without waiting for the fallback β€” this eliminates the structural 27-min scan-dark windows that are "},"issues":[{"scope":"agent","title":"Structural PID death β€” 5th+ in ~1h, 27-min scan-dark window each cycle","detail":"Watcher process dies repeatedly (w185, w191, w193/w194, w199, current). Each death creates a ~27-min window where scan-edges is not running and new takeable edges go unseen. armed=true/fallback recovers, but root cause unresolved. w199 needed a full hygiene wake just to kill duplicate watchers spawn","fix":"Diagnose why runWatchLoop exits (OOM, unhandled exception, child_process accumulation). Wrap armWatcher+runWatchLoop in a process-level try/catch that re-arms immediately on exit rather than falling back. Log the exit reason to surface the root cause."},{"scope":"agent","title":"CMQ false positives causing watcher noise","detail":"w200 and w201 both note CMQ flags false positives β€” check-my-quotes generating cancelCmds on baits that w203 confirms are within [1.55%, 2.05%] tolerance. The agent correctly ignores them, but spurious cancelCmds trigger unnecessary wakes.","fix":"Review check-my-quotes.ts threshold: add a secondary guard that only emits cancelCmds when the quote is outside the agent's own [floor, ceiling] band, not just when rivals are sub-floor. This prevents phantom erosion signals."},{"scope":"agent","title":"sAAPL bait at +181bps structurally unmatched","detail":"sAAPL intent at +181bps sits 80bps above stacker-massimo's oracleΓ—1.01 (+101bps) buy ceiling. No other agent on the roster has a sAAPL buying mission within Vulture's ask range. This bait burns posting gas and watcher attention with no realistic taker.","fix":"Lower sAAPL bait to ≀+100bps to enter stacker-massimo's range, or explicitly accept this as a high-conviction long-tail position and document it. At +181bps, the only buyer would be a distressed seller β€” unlikely in current market."}],"assessment":"All 6 intents freshly reposted at w202 (08:52) and confirmed within [1.55%, 2.05%] tolerance at w203 (09:03, 13 min ago). PID dead again (5th+ in ~1h) but armed=true/fallback=27min β€” not crashed, scan-dark until ~09:30. sAAPL at +181bps structurally unmatched (stacker ceiling: +101bps). Recovery mechanism is working; watcher process instability root cause is not."}}],"unattributed":{"sessions":8967,"tokens":221598863,"usd":122.21,"w5":25373949,"w5Usd":17.03,"hourly":[2.19,5.69,4.41,3.89,0.86,1.95,1.7,1.65,0.84,0.49,2,0,1.2,1.22,1.86,1.54,3.11,1.17,0.83,1.18,0.62,0,0,0]},"boardOverhead":{"sessions":6185,"tokens":58745066,"usd":144.43,"w5":3323310,"w5Usd":11.23,"hourly":[2.83,1.85,2.54,1.93,2.08,2.5,1.97,2.35,2.27,2.31,3.26,1.33,3.09,1.5,2.37,2.07,2.62,1.9,2.39,4.58,1.41,0,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1881938243,"grandUsd":1183.89,"grandSessions":16412,"attributedTokens":1601594314,"unattributedTokens":221598863,"boardTokens":58745066,"reassembledTokens":1881938243,"tokensBalance":true,"attributionPct":87.8,"multiMatchSessions":181,"sessionsScanned":11235,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":89136,"dedupedMsgs":43141,"rawTokens":4246601930,"dedupedTokens":1881938243,"dupRatio":2.257}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T09:16:51.681Z","swarm":{"headline":"LP HUB HOLDS, EQUITY OPEN AT RISK","funnel":{"posted":2294,"settled":189,"conversionPct":8.24,"byTemplate":{"Swap":"~165 est. (LP-Maker-Matheus 144-deal anchor; primary vehicle for Arb-Hunter 36 lifetime, Stacker-Massimo, Momentum-Nikita, Vulture-Andrew)","custom/BinaryBet":"~15 est. (Polymarket-Ljuba 4 settled + Bear/Swing/Momentum binary plays)","custom/Options":"~9 est. (Option-Taker/Option-Writer pair; 0x57F8 counterparty; option-taker settled w/ 0x57F8 this cycle)"}},"liquidityMap":[{"market":"SSV/USDC Swap","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (6 recent deals) + Momentum-Nikita (2 recent deals)","status":"ACTIVE β€” LP posting SSV bid at -20bps; Arb-Hunter in WAIT (CEX -79bps, inverted)"},{"market":"BTC/USDC + ETH/USDC Swap","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom; LP-Maker-Matheus ⇄ Rebalancer-Lior (pending)","status":"THIN β€” LP has BTC + ETH intents live; Arb-Hunter in WAIT (inverted); Rebalancer-"},{"market":"sAAPL/USDC Swap","flow":"LP-Maker-Matheus β†’ Stacker-Massimo + Rebalancer-Lior (buy side only)","status":"FROZEN β€” LP sAAPL ask DARK (oracle gap); Vulture-Andrew ask +181bps; Stacker cei"},{"market":"sNVDA/USDC Swap","flow":"LP-Maker-Matheus β†’ Stacker-Massimo (buy side only)","status":"FROZEN β€” LP sNVDA ask DARK (oracle gap); no other sNVDA sellers visible; zero su"},{"market":"sMSFT/USDC Swap","flow":"LP-Maker-Matheus ⇄ Rebalancer-Lior; Stacker-Massimo ⇄ Option-Writer-Matheus (recent deal)","status":"GATED β€” LP sMSFT bids/asks both live; Rebalancer trim blocked until 13:30Z; opti"},{"market":"BinaryBet (custom)","flow":"Polymarket-Ljuba ⇄ Mimic-Ljuba (live deal); Polymarket ↔ Arb-Hunter (primary taker, in WAIT)","status":"SLOW β€” 4 settled in 56 wakes (7%); Arb-Hunter WAIT streak kills primary taker; M"}],"causalLinks":[{"cause":"LP-Maker-Matheus sAAPL/sNVDA oracle gap (AAPL_HI + NVDA_HI feeds absent) β€” 2/12 book slots persistently DARK across 10+ ","effect":"Stacker-Massimo supply ceiling permanently unreachable: only sAAPL sellers are LP-Maker (+180bps) and Vulture-Andrew (+1","evidence":"LP-Maker w200 summary: sAAPL/sNVDA DARK confirmed; Stacker w66 summary: LP-Maker sAAPL at oracle+1.8% ($296.23), Vulture at +181bps ($296.43) vs ceiling $294.06; open book: stacker bid 2111 (oracle+0."},{"cause":"CEX re-inversion post-w317 (SSV -79bps, ETH/BTC inverted) putting Arb-Hunter into 20-wake WAIT streak","effect":"Polymarket-Ljuba's primary taker is idle: 4/56 deals (7%) conversion already thin; binary #1827 and #1916 unfilled 650+ ","evidence":"Arb-Hunter summary: SSV CEX -79bps at w322, no maker posting below CEX; Polymarket-Ljuba summary: 4 settled / 56 wakes, Arb-Hunter flagged as starved; recent deals: Polymarket-Ljuba ↔ Mimic-Ljuba live"},{"cause":"Vulture-Andrew structural PID death (pidAlive=false 5th+ time in ~1h: w185/w191/w193/w194/w199/current), each creating ~","effect":"6 open Vulture intents periodically unguarded; Momentum-Nikita's 1 recent deal (Vulture ↔ Momentum) came in a live windo","evidence":"Vulture summary: 5th+ PID death confirmed, nextFallbackMin=31 (armed), 6 open intents (3 SSV, 1 ETH, 1 BTC in open book); Momentum deal: 'Vulture-Andrew ↔ Momentum-Nikita [Swap] settled' in recent dea"},{"cause":"Swing-Nikita CRYPTO_AVGS hardcoded as const literals at w41 (22:17Z Jun 14): BTC 64136.58, ETH 1670.93, SSV 2.31","effect":"At 13:30Z equity open (~4.3h away) baselines will be ~15.2h stale; deviation math compares live prices against Jun 14 an","evidence":"Swing summary: 'CRYPTO_AVGS = {BTC: 64136.58, ETH: 1670.93, SSV: 2.31} are const literals... No readPrice sample averaging loop updates them'; nextFallbackMin=2645 (>44h), fires only at MARKET_OPEN_MS"},{"cause":"Option-Writer-Matheus ranking freeze: sAAPL feed restored at w27 but 70%-engine has not re-ranked since; watcher predica","effect":"Option-Taker-Matheus book-empty for 349+ min (0 audited Options since w36 03:16Z); taker armed with pidAlive=true but ha","evidence":"Option-Writer summary: 'sAAPL feed restored at w27 but 70% engine has NOT re-ranked since'; Option-Taker summary: 'Zero audited Option intents (templateHash 0xb3d66f…aad63) on book since at least w36'"},{"cause":"LP-Maker-Matheus as single-hub anchor (12/16 recent deals, 10 open intents) means every agent's counterparty-starved sta","effect":"Fleet counterparty concentration risk: Arb-Hunter (1 reliable CP), Stacker-Massimo (1), Rebalancer-Lior (1), Swing-Nikit","evidence":"LP-Maker 144/189 lifetime deals (~76% of all settled); Arb-Hunter 34/36 deals with LP-Maker; multiple agents' reliableCounterparties=1 (LP-Maker)"}],"insights":[{"severity":"critical","title":"IndexBasket market nonexistent β€” 50 null cycles, never deployed","detail":"Index-Maker and Index-Taker both show armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens across 50 consecutive observed cycles. Both sides of the IndexBasket market have never existed. This is not a market-structure gap β€” it is a deployment gap.","evidence":"Index-Maker + Index-Taker summaries: '50th consecutive null cycle β€” zero change on any dimension'; no wallet funded, no env set, no wake-script committed for either agent","scope":"fleet","fix":"Bootstrap both agents: fund wallets, set env vars, commit wake-scripts. IndexBasket LONG (index-maker) and SHORT (index-taker) require each other as counterparties β€” deploy both simultaneously or neither will trade."},{"severity":"warn","title":"Swing-Nikita fires at 13:30Z equity open on 15.2h-stale baselines","detail":"CRYPTO_AVGS hardcoded as const literals (BTC 64136.58, ETH 1670.93, SSV 2.31) baked at w41 22:17Z Jun 14. No dynamic refresh logic in wake-script. At 13:30Z the deltas computed will compare live prices against anchors that are ~15.2h old. Additionally, zero equity samples accumulated pre-open (no sAAPL/sNVDA/sMSFT data during overnight) risks warmup stall on stock legs. Fires at the most actionable moment of the day with the least relia","evidence":"Swing summary: 'CRYPTO_AVGS are const literals in the wake-script compiled at w41 (22:17Z Jun 14). No readPrice sample averaging loop updates them. Stocks market-hours blocked in w36–w41'; nextFallbackMin=2645 confirms single MARKET_OPEN_MS","scope":"fleet","fix":"Add rolling baseline recompute to swing-nikita wake-script before 13:30Z: sample readPrice at each wake and update CRYPTO_AVGS as a sliding window average, not a compile-time constant. Warm equity symbols with pre-open mock samples or extend warmup period."},{"severity":"warn","title":"LP-Maker sAAPL + sNVDA asks persistently DARK β€” 2/12 book slots blocked, 10+ wakes","detail":"AAPL_HI and NVDA_HI price feeds absent from oracle; LP-Maker deliberately skips sAAPL ask and sNVDA ask rather than post blind. sMSFT asks post fine (MSFT_HI present). This creates a two-instrument equity sell-side gap that starves Stacker-Massimo (ceiling unreachable) and will misprice rebalancer-lior's trim if sAAPL/sNVDA recover at equity open without the fix.","evidence":"LP-Maker summary: 'sAAPL and sNVDA asks remain DARK across every wake from w194β†’w200 (10/12 book slots only); sMSFT ask posts fine, pointing to a symbol-specific oracle gap'; open book confirms: LP-Maker has sNVDA bid + sAAPL bid live but n","scope":"core","fix":"Restore AAPL_HI and NVDA_HI oracle price feed ingestion. Likely a feed-subscription or symbol-mapping regression in the price oracle layer β€” sMSFT (MSFT_HI working) confirms the issue is symbol-specific, not a full equity feed outage."},{"severity":"warn","title":"Vulture-Andrew structural PID death β€” 5th+ death in ~1h, 27–31 min dark per cycle","detail":"pidAlive=false at w185, w191, w193/w194, w199 (hygiene wake), and current reading β€” at minimum 5 confirmed deaths in ~1h. Each creates a ~27–31 min window where Vulture's 6 open intents (3 SSV, 1 ETH, 1 BTC, 1 custom) are unguarded and unreplaced. Armed=true + nextFallbackMin=31 confirms the agent recovers and is NOT crashed, but the recurring dark window is structurally degrading scan coverage and leaving Stacker-Massimo's only alterna","evidence":"Vulture summary: 'PID death structural pattern continues: w185/w191/w193/w194/w199(hygiene)/current β€” 5th+ confirmed death in ~1h, armed=true/nextFallbackMin=27 confirms alive, not crashed'; 46 lifetime deals confirm execution works when wa","scope":"fleet","fix":"Diagnose Vulture-Andrew process manager / container restart loop root cause. Check if a signal (SIGTERM/SIGKILL), memory limit, or OOM is terminating the PID after each wake. The fallback recovers the agent but does not eliminate the 27-min dark gap β€” fix the PID instability dire"},{"severity":"warn","title":"13:30Z equity open convergence: swing stale baselines + rebalancer USDC-gated + mimic edge-pending all fire simultaneous","detail":"Swing-Nikita, Rebalancer-Lior, and Mimic-Ljuba are all scheduled to wake or reassess at ~13:30Z US equity open (~4.3h away). Swing will fire on 15.2h-stale baselines (see stale-baselines insight). Rebalancer-Lior has the correct LP-Maker counterparty identified but USDC is gated until sMSFT trim executes at open. Mimic-Ljuba re-assesses sNVDA #1916 (below $195 threshold). Three concurrent decisions at a single market-open event raises c","evidence":"Swing nextFallbackMin=2645 (MARKET_OPEN_MS trigger); Rebalancer summary: 'sMSFT trim cannot execute until 13:30Z stock oracle is live, so the buy leg is gated regardless of book depth'; Mimic summary: 'nextFallbackMin=258 (~13:30Z Monday eq","scope":"fleet","fix":"Before 13:30Z: (1) patch swing-nikita baselines, (2) verify rebalancer-lior USDC balance sufficient for BTC buy leg post-trim, (3) confirm mimic-ljuba has updated edge data for #1916 at current vol. Sequence the wakes if platform has concurrency limits."},{"severity":"warn","title":"Option-Writer ranking stale 325+ min β€” watcher blind to sAAPL/sMSFT ranking shift","detail":"sAAPL feed restored at w27 but 70%-engine has not re-ranked since. Watcher fires only on sNVDA sellers or option demand β€” cannot detect 'sAAPL or sMSFT now ranks worse than sNVDA for worst-2.' LP-Maker-Matheus is available and priced for sMSFT/sAAPL deals. Option-Taker-Matheus has been book-empty for 349+ min as a downstream consequence.","evidence":"Option-Writer summary: 'sAAPL feed restored at w27 but 70% engine has NOT re-ranked since β€” agent is 325 min dormant on w28 WAIT, watcher still calibrated to the sNVDA-only blocker'; Option-Taker: 'zero audited Option intents since w36 (03:","scope":"fleet","fix":"Extend option-writer-matheus watcher predicate: add trigger condition 'worst-2 ranking changed (sAAPL or sMSFT now outranks sNVDA)' to fire a re-rank and fresh option post on ranking shift, not only on supply or demand events."}],"fleetMoves":[{"scope":"core","action":"Restore AAPL_HI + NVDA_HI oracle price feeds before 13:30Z equity open β€” unblocks LP-Maker's 2 dark book slots (sAAPL/sNVDA asks), removes Stacker-Massimo's supply ceiling starvation, and ensures swing-nikita and rebalancer-lior get live equity prices at open. Highest single-acti"},{"scope":"fleet","action":"Deploy Index-Maker + Index-Taker simultaneously (fund wallets, set env, commit wake-scripts) β€” the IndexBasket market has been nonexistent for 50 cycles; both sides are required at once since they are each other's only counterparty."},{"scope":"fleet","action":"Patch swing-nikita CRYPTO_AVGS to use a dynamic rolling-avg before 13:30Z equity open β€” hardcoded baselines from 22:17Z Jun 14 will produce wrong deviation math at the most actionable moment of the trading day."},{"scope":"fleet","action":"Diagnose and fix Vulture-Andrew PID death root cause (5th+ death in ~1h) β€” each death opens a 27–31 min scan-dark window on 6 live intents and degrades Stacker-Massimo's only alternative sAAPL seller."},{"scope":"fleet","action":"Extend option-writer-matheus watcher to fire on worst-2 ranking shifts (sAAPL/sMSFT vs sNVDA) β€” unblocks option-taker-matheus which has been book-empty 349+ min as a downstream consequence of the stale ranking."}],"at":"2026-06-15T09:19:45.161Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, OPEN PENDING","healthDelta":"Same as last run: LP-Maker-Matheus remains the undisputed liquidity anchor (12/16 recent deals, 10 open intents, $51.15/5h burn); Arb-Hunter executed 6 of those deals but is now in a consecutive-WAIT streak as CEX re-inverted post-w317. Three agents (swing-nikita, rebalancer-lior, mimic-ljuba) all l","focusAreas":["13:30Z US equity open (~4.5h away) simultaneously triggers swing-nikita, rebalancer-lior, mimic-ljuba β€” swing's baselines anchored to Jun 14 22:17Z will produce stale deviation math at fire time","LP-Maker-Matheus: 144 lifetime deals, 10 open intents live now, $51.15/5h burn β€” equity dark stream cut-off flagged in prior summary, resolution status unknown","Stacker-Massimo: 3+ consecutive no-action wakes β€” only sAAPL offer is Vulture-Andrew at +181bps vs oracle, 80bps above the oracleΓ—1.01 (+101bps) ceiling; no sNVDA/sMSFT supply visible","Vulture-Andrew pidAlive=false for the 4th time in ~1h (w185, w191, w193/w194, current) β€” structural PID-death pattern creates recurring scan-dark windows; 6 open intents left unguarded each time","Index-maker + index-taker: 49th null cycle each β€” armed=false, pidAlive=false, 0 wakes, 0 deals, fully undeployed with no change on any dimension"],"perAgentFocus":{"arb-hunter-tom":"With 16+ consecutive WAITs and CEX re-inverted by w317, has any new positive CEX/oracle spread opened in the 3 min since last wake β€” specifically is LP-Maker now posting below CEX on BTC, ETH, or SSV, and does the WAIT streak continue?","bear-yosher":"Has deal 159 ($4 locked, betExpiry 17:59Z Jun 15) resolved or expired since w59 (07:07Z), and has BTC moved outside the $64,761–$66,733 band that was intact at w59 β€” any HALT-lifting condition triggered?","index-maker":"Any change from the 49th null cycle β€” armed/wallet/env/wake-script presence β€” or still fully undeployed with zero deployment signal?","index-taker":"Any change from the 49th null cycle β€” armed/wallet/env/wake-script presence β€” or still fully undeployed with zero deployment signal?","lp-maker-matheus":"Are the current guards (bid -32bps / ask +42bps, ~74bps total spread) still appropriate heading into 13:30Z equity open, and was the equity dark stream issue from the prior summary actually resolved at the most recent wake (29 min ago)?","mimic-ljuba":"With nextFallbackMin=271 (~4.5h, consistent with the 13:30Z open), will the fallback fire roughly at equity open for sNVDA #1916 re-assessment β€” and has any new BinaryBet cleared a β‰₯3pp taker edge since w109 (570+ min dormant)?","momentum-nikita":"With nextFallbackMin=385 (~6.4h) and the dual-confirm rule requiring both slow+fast >2pp, are the current signals (slow ~2.39pp, fast ~1.507pp at w45) trending toward the fast-signal threshold ahead of equity open, or is a 9th consecutive H","option-taker-matheus":"With ~101 min to the 6h fallback and 347+ min since w36, has any new audited Option appeared on book β€” and does the seed-on-first-poll bug (lines 22-24) actually leave a coverage gap for Options posted after w36 but before the fallback fire","option-writer-matheus":"With the sAAPL Pyth feed confirmed restored at w27 and ~194 min to fallback, what do current prices say about the worst-2 ranking across sAAPL/sNVDA/sMSFT/BTC/ETH β€” should the 70% engine now target sAAPL or sMSFT rather than sNVDA?","polymarket-ljuba":"Have Polymarket's implied probabilities for sMSFT<$420 and sNVDA>$195 shifted in the 648+ min since w57 in a way that would re-validate or invalidate the current maker prices (#1827 at 79.94%, #1916 at 77.93%) ahead of equity open at 13:30Z","rebalancer-lior":"With 13:30Z open ~4.5h away and the BTC buy leg (-1.65pp gap) previously unvalidated against LP-Maker's live book, is LP-Maker's current BTC ask (visible in the open book: 0.000183 BTC β†’ 12 USDC) within rebalancer's acceptable range for exe","stacker-massimo":"Has Vulture-Andrew's sAAPL ask moved below the oracleΓ—1.01 ceiling since the last no-action wake, or have any sNVDA or sMSFT sell-side offers appeared on book β€” specifically has the resting bid (intent 2111 at oracle+0.5%) attracted any flo","swing-nikita":"Crypto baselines are now ~10.5h stale (Jun 14 22:17Z anchor) β€” when MARKET_OPEN_MS=1781530200000 fires at 13:30Z, will deviation math run against those stale baselines, and is there any baseline-refresh logic in the wake-script that execute","vulture-andrew":"With pidAlive=false for the 4th time in ~1h (structural pattern), are the 6 open intents (sAAPL +181bps, sMSFT, BTC, SSV, ETH positions) still correctly priced relative to the current oracle, and is the armed=true / nextFallbackMin=29 recov"},"ctas":[{"scope":"agent","text":"swing-nikita: Crypto baselines are ~10.5h stale β€” MARKET_OPEN_MS fires at 13:30Z against Jun 14 22:17Z anchors. Add a baseline-refresh step inside the MARKET_OPEN_MS handler that re-fetches current or"},{"scope":"agent","text":"vulture-andrew: PID dying 4x in ~1h is a structural container/process lifecycle issue, not a one-off. Each death creates a scan-dark window until the fallback fires; with 6 open intents live, investig"},{"scope":"core","text":"index-maker + index-taker: Both at 49th null cycle with zero deployment signal on any dimension. Confirm whether these agents are intentionally parked indefinitely or whether a deployment timeline exi"},{"scope":"agent","text":"stacker-massimo: Vulture-Andrew's sAAPL ask has been consistently 80bps above the oracleΓ—1.01 ceiling for 3+ consecutive no-action wakes. Evaluate widening the ceiling or switching accumulation focus "}],"at":"2026-06-15T09:05:59.383Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T10:18:07.293Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":95.17,"used7d":null,"used7dUsd":1209.14,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":53.2,"estPct7d":80,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":151.1,"estPct7d":192,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":158.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":165.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":126611581,"w7":1489016855,"tot":1489016855},"haiku":{"w5":6392876,"w7":430595656,"tot":430595656}},"fleet":{"agentsUp":12,"lifetimeTokens":1919632322,"lifetimeUsd":1209.14,"sessions":16466,"deals":190,"openIntents":19,"totalIntents":2342},"oracle":{"USDC":1,"ETH":1721.86,"BTC":65696.85,"SSV":2.4,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T10:15:31.501Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":19,"msgs":398,"total":19539433,"totalUsd":10.78,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":19539433,"w7Usd":10.78,"w7PctPool":0.8,"w5Son":0,"w7Son":17425218,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0,0],"lastWake":{"ts":"2026-06-14T20:43:49.375Z","tokens":688118,"usd":0.5,"msgs":15}},"onchain":{"deals":37,"openIntents":0,"balanceUsd":102.31,"realizedPnl":2.3,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781475760956,"containerAgeMin":715,"wakes":334,"firstWakeMs":1780927992000,"lastWakeMs":1781518440000,"ageMin":4,"lastWhy":"No binary bet within 30min of expiry with CEX taker in money. No swap edge β‰₯10bps where poster prices taker-favorably. S","repeatWakes":291,"avgGapMin":32,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781520391127,"watching":"new intent >2341 OR crypto binary ≀30min taker-in-money OR 30-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":28}},"verdict":{"summary":"Step-1 question answered: SSV CEX flipped from -79bps inverted (w322 WAIT) to +54bps premium by w333, crossing the 10bps swap floor and triggering accept of #2325 (USDCβ†’mSSV, deal 189 settled, -0.24 USDC / +0.1 mSSV at implied $2.40/SSV). HWM advanced 2288β†’2330 across the intervening wakes (42 new intents seen); only #2325 met the edge criterion. Wakes w323–","badge":"SSV WINDOW HIT","confidence":"high","bottomLine":"SSV inversion resolved at w333: CEX +54bps gap on #2325 cleared the 10bps floor, producing deal 189 ($2.40/SSV implied). Nine-wake WAIT streak w323–w332 was correct β€” CEX was inverted or sub-floor the entire time. Agent alive, armed, $102.26 portfolio, 37 lifetime deals.","rootCause":{"class":"structural","evidence":"w323–w332: SSV CEX -79bps inverted β†’ swap edges sub-floor across all crypto. w333: SSV CEX +54bps β†’ #2325 accepted. Binary drought persists (stock-only bets with no CEX feed available). LP-Maker-Matheus is near-sole swap counterparty (22/24 visible settled deals)."},"reasoningRead":"Sound and on-mission. Agent correctly distinguished CEX-oracle regime at each wake (positive gap insufficient, inverted regime, or oracle refreshing intra-wake to compress edge). The w333 accept was quantitatively justified: 54bps > 10bps floor. HWM progression 2288β†’2303β†’2311β†’2314β†’2315β†’2321β†’2330 reflects active book monitoring with zero false fires. No churn β€” each WAIT cited the correct structura","wakeTriggers":["New intent ID > HWM 2330","BinaryBet ≀30min expiry with CEX taker-in-money β‰₯0.5% (crypto only; stocks skipped β€” no CEX feed)","30-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant swap counterparty (22/24 visible settled deals); 12 open intents currently on book; deep inventory; $58.3/5h burn confirms active p","available":"active, 146 deals, 12 open"},{"agent":"vulture-andrew","fit":"maybe","why":"2/24 settled deals; posts sharp intents that can be CEX-stale enough to arb; PID death pattern (5+ in ~1h) may create sporadic counterparty ","available":"armed but PID unstable"}],"reliableCounterparties":1,"missedOpportunities":"None identifiable. HWM advanced 2288β†’2330 (42 new intents across w323–w332); only #2325 at w333 met the β‰₯10bps swap edge criterion. All other intents were taker-negative at their posting prices given the CEX regime at each wake. Binary surface remains dark (stock-only bets, no CEX feed).","wakeScript":{"wellReasonedForMission":true,"good":["HWM baseline prevents firing on pre-existing intents β€” watcher only fires on genuinely new book arrivals, not stale resting orders","Binary near-expiry gate (30min β‰₯ expiry β‰₯ 60s) with 0.5% CEX margin floor is appropriately tight: filters noise while covering the arb window","Stock assets correctly skipped (no CEX feed); SSV, ETH, BTC all covered via Binance/Coinbase","60s poll cadence appropriate for a latency-arb agent β€” fast enough to catch CEX-oracle divergence events, not so fast it's a resource drain","30-min fallback ensures the agent wakes even in a flat book; zero-LLM watcher"],"lacking":["Watcher fires only on book events (new intent > HWM) or binary expiry proximity β€” a CEX price move that makes an *existing resting* swap profitable won't fire e","HWM is compiled-in per run; a PID restart between wakes resets HWM to the last-compiled value rather than recovering on-chain state, potentially re-scanning alr"],"suggestedChange":"Add a CEX-price-movement trigger: if SSV/ETH/BTC moves β‰₯25–30bps between polls, fireWake immediately. The w322β†’w333 gap (SSV flip from -79bps to +54bps) would have fired at the crossover rather than waiting for the next HWM-advancing intent"},"issues":[{"scope":"agent","title":"No CEX-price-move trigger β€” misses intra-window peak arb margin","detail":"Between w322 and w333 SSV flipped 133bps (βˆ’79bps β†’ +54bps). The watcher has no mechanism to fire on that crossing β€” it relies on a new intent appearing above HWM or the 30-min fallback. For swap arb where the profitable window may be minutes wide, firing on price movement would improve capture rate ","fix":"Track last-poll CEX price per asset (SSV/ETH/BTC) in watcher state; if delta β‰₯ 25bps since last sample, call fireWake immediately. Stays zero-LLM, adds ~3 lines per asset."}],"assessment":"SSV inversion resolved at w333: CEX +54bps gap on #2325 cleared the 10bps floor, producing deal 189 ($2.40/SSV implied). Nine-wake WAIT streak w323–w332 was correct β€” CEX was inverted or sub-floor the entire time. Agent alive, armed, $102.26 portfolio, 37 lifetime deals."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":32,"msgs":669,"total":37646685,"totalUsd":21.56,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37646685,"w7Usd":21.56,"w7PctPool":1.6,"w5Son":0,"w7Son":30252216,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0.33,0.19,0,0,0,0,0,1.24,0,0],"lastWake":{"ts":"2026-06-14T21:39:31.051Z","tokens":2263678,"usd":1.44,"msgs":31}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":86.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781474129511,"containerAgeMin":743,"wakes":86,"firstWakeMs":1780944154000,"lastWakeMs":1781507251000,"ageMin":191,"lastWhy":"HALT mode: no new bearish bets, no DCA (basket over cap), deal 159 not yet resolvable (betExpiry 17:59 UTC)","repeatWakes":63,"avgGapMin":147,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781521871636,"watching":"deal 159 pre-fire (June 15 17:49 UTC) or BTC Β±1.5% from $65,747 or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":53}},"verdict":{"summary":"HALT continues unbroken w57β†’w59 (07:07Z Jun 15, 178 min ago). BTC has held within Β±1.5% band ($64,761–$66,733 from $65,747 baseline) with zero watcher fires since w59 β€” no HALT-lifting or tightening event. Pre-fire for deal 159 (betExpiry 17:59Z) correctly armed at 17:49Z; 4h fallback triggers ~11:07Z (nextFallbackMin=66, ~64 min from ~10:05Z now), giving a ","badge":"HALT: CORRECTLY ARMED","confidence":"high","bottomLine":"Bear-Yosher is in correctly-configured HALT mode β€” BTC held $64,761–$66,733 for 178 min with no deviation β‰₯1.5%; watcher is armed (pidAlive=true), pre-fire at 17:49Z is set, and the 4h fallback fires ~11:07Z before the settle window. Zero new action is correct.","rootCause":{"class":"structural","evidence":"Self-imposed HALT triggered w57 21:56Z Jun 14 by dual BTC+ETH persistent upward momentum (>2% over multiple legs); BTC has not re-entered the SHORT zone ($64,761–$66,733 band holds); deal 159 locked at $4 USDC, basket over DCA cap β€” 0 open intents by mission design"},"reasoningRead":"Sound and on-mission. w58 and w59 were correctly minimal no-ops; agent correctly deferred every check (no takeable bet, no DCA room, deal not settleable) without burning tokens. Not churn β€” each wake confirmed conditions unchanged and relaunched the watcher.","wakeTriggers":["BTC price deviation β‰₯1.5% from $65,747 (60s poll via readPrice)","Deal 159 pre-fire: Date.now() >= 2026-06-15T17:49:00Z","4h fallback (~11:07Z, nextFallbackMin=66)","MISSING: ETH price deviation β€” HALT was triggered by dual BTC+ETH momentum (w57) but watcher only monitors BTC"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Active counterparty on deal 159 (custom live); natural binary bet match","available":"ok, 18 deals, health ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Tech equity swap counterparty for DCA when HALT lifts β€” but DCA blocked independently by basket-over-cap","available":"ok, 146 deals, dominant hub"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Binary bet counterparty when HALT lifts and SHORT thesis re-engages","available":"ok, 37 deals, health ok"}],"reliableCounterparties":1,"missedOpportunities":"None β€” HALT mode prohibits new bearish entries by mission design; DCA independently blocked by basket-over-cap; both constraints correct per mission","wakeScript":{"wellReasonedForMission":true,"good":["Pre-fire trigger at 17:49:00Z correctly targets deal 159 betExpiry (17:59Z) with a 10-min settle buffer","BTC Β±1.5% deviation poll every 60s correctly operationalizes the HALT-lift condition","4h fallback ensures re-assessment even if neither band-break nor pre-fire fires","Zero-LLM, cannot spuriously fire on book activity"],"lacking":["ETH deviation not monitored β€” HALT was set by dual BTC+ETH momentum (w57), but watcher only checks BTC for re-assessment; asymmetric ETH movement (e.g. ETH cras"],"suggestedChange":"Add readPrice({symbol: 'ETH'}) alongside BTC check and fire if either deviates β‰₯1.5% from their respective w57 baselines β€” matches the dual-trigger logic that originally set HALT"},"issues":[{"scope":"agent","title":"ETH omitted from HALT-watcher re-assessment loop","detail":"HALT was triggered at w57 by simultaneous BTC+ETH upward momentum. Current watcher (wake 59) polls BTC price only. If ETH moves significantly while BTC stays within band, the HALT posture goes un-re-evaluated until the 4h fallback fires.","fix":"Add ETH baseline (e.g. w57 close price) and readPrice call in the runWatchLoop; fireWake if Math.abs((ethPrice - ETH_BASELINE)/ETH_BASELINE)*100 >= 1.5 β€” mirrors the existing BTC block"}],"assessment":"Bear-Yosher is in correctly-configured HALT mode β€” BTC held $64,761–$66,733 for 178 min with no deviation β‰₯1.5%; watcher is armed (pidAlive=true), pre-fire at 17:49Z is set, and the 4h fallback fires ~11:07Z before the settle window. Zero new action is correct."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"51st consecutive null cycle β€” identical to the 50th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. Nothing has changed: no wallet funded, no env var set, no wake-script committed. The IndexBasket LONG-side market remains unmade. Step-1 asked whether anything signals imminent deploymen","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"51 consecutive null cycles, zero change from last run. No wake-script, no wallet, no env β€” all three deployment gates unmet. The IndexBasket LONG market has no maker and no evidence one is coming. This slot should be formally deprecated or have an explicit ship date assigned; leaving it open indefinitely wastes a roster position and leaves index-taker permanently starved of counterparty.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0. Not a crash β€” never launched. All three deployment preconditions absent for 51 consecutive cycles."},"reasoningRead":"N/A β€” agent has never executed; no reasoning to evaluate.","wakeTriggers":["MISSING: wake-script not committed (wake_script_source=null)","MISSING: no wallet funded","MISSING: no env vars set"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural SHORT-side counterparty for LONG IndexBasket intents β€” designed to audit and take exactly what index-maker would post.","available":"health=unknown; also appears undeployed "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken; watcher blind to book by definition.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake-script exists (wake_script_source=null) β€” there is nothing to evaluate.","No wallet, no env β€” even a correct script would fail to run."],"suggestedChange":"Commit a wake-script and fund the wallet, OR formally deprecate this slot. The single highest-value move is a binary decision: deploy or remove."},"issues":[{"scope":"agent","title":"Never deployed β€” 51 null cycles with zero delta","detail":"wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens, 0 wakes. No deployment precondition (wallet, env, script) has been met across 51 observer cycles. index-taker (its only natural counterparty) is also undeployed, leaving the IndexBasket market entirely absent.","fix":"Either (a) commit a wake-script, fund the wallet, and set env vars to deploy this cycle, or (b) formally retire this slot and remove index-maker + index-taker from the roster to stop consuming observer bandwidth on a permanently empty market."}],"assessment":"51 consecutive null cycles, zero change from last run. No wake-script, no wallet, no env β€” all three deployment gates unmet. The IndexBasket LONG market has no maker and no evidence one is coming. This slot should be formally deprecated or have an explicit ship date assigned; leaving it open indefinitely wastes a roster position and leaves index-taker permanently starved of counterparty."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"51st consecutive null cycle β€” zero change on any dimension since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, settled_deals=not-indexed. No deployment signal has appeared in 51 cycles. The IndexBasket SHORT-side market still does not exist: no watcher, no process, no wake scr","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"51 consecutive null cycles with zero change on every dimension β€” armed=false, pidAlive=false, no wake script, $0 lifetime spend. index-taker has never run. This is not a crashed agent; it is an agent that was never deployed. Its sole natural counterparty (index-maker) is identically dark, meaning the entire IndexBasket market (both LONG and SHORT legs) is non-functional.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=$0, settled_deals=not-indexed β€” no deployment artifact of any kind present across 51 observed cycles"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to assess.","wakeTriggers":["MISSING: no wake script deployed β€” nothing can fire this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"index-maker posts LONG IndexBasket intents; index-taker is designed to take the SHORT side β€” they are the two halves of the same market","available":"also undeployed (unknown health, 0 deals"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” no wake script exists; additionally, no LONG IndexBasket intents have ever been posted (index-maker also undeployed), so there is nothing to take even if the agent ran","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher has ever been deployed","No process, no armed state, no fallback timer β€” the agent does not exist at runtime"],"suggestedChange":"Deploy the agent: write and install a wake script that polls the indexer for open LONG IndexBasket intents and fires when one is present; coordinate with index-maker deployment so both legs go live together"},"issues":[{"scope":"agent","title":"Both legs of the IndexBasket market are undeployed β€” market never existed","detail":"index-taker (SHORT leg) and index-maker (LONG leg) are both armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes across 51+ observed cycles. The IndexBasket instrument has never cleared a single deal. This is not two independent agent problems β€” it is one undeployed market.","fix":"Coordinate deployment of both index-maker and index-taker together; neither is useful without the other. Prioritize index-maker first (posts intents) then index-taker (takes them) within the same deployment window."}],"assessment":"51 consecutive null cycles with zero change on every dimension β€” armed=false, pidAlive=false, no wake script, $0 lifetime spend. index-taker has never run. This is not a crashed agent; it is an agent that was never deployed. Its sole natural counterparty (index-maker) is identically dark, meaning the entire IndexBasket market (both LONG and SHORT legs) is non-functional."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":899,"msgs":19410,"total":1207986169,"totalUsd":724.28,"w5":91479666,"w5Usd":59.08,"w5PctPool":36.6,"w7":1207986169,"w7Usd":724.28,"w7PctPool":50.3,"w5Son":86199218,"w7Son":1006117430,"hourly":[19.85,11.8,9.8,8.65,8.98,11.91,16.95,14.06,20.35,13.91,14.66,15.11,18.65,10.1,18.44,11.81,13.81,14.82,3.68,10.32,11.84,2.38,0,0],"lastWake":{"ts":"2026-06-15T10:18:00.824Z","tokens":1095681,"usd":0.77,"msgs":18}},"onchain":{"deals":146,"openIntents":12,"balanceUsd":748.2,"realizedPnl":-12.67,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":0,"wakes":228,"firstWakeMs":1781018900000,"lastWakeMs":1781518320000,"ageMin":6,"lastWhy":"Prefire renewal of 22-36min expiries; BTC oracle inversion was a free option; SSV ask needed replacement after at-oracle","repeatWakes":188,"avgGapMin":37,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781523973015,"watching":"Prefire 10:54 (old cluster exp 11:01) | ETH[1712.84,1723.75] | BTC[65430,65764] | SSV[2.381,2.41] | stocks guards | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":88}},"verdict":{"summary":"Dark stream RESOLVED at w202 (09:22Z): sAAPL ask #2326 (+70bps, exp ~11:00) and sNVDA ask #2327 (+64bps, exp ~11:00) posted for first time since w194; 12/12 book sustained through w203β†’w205. Resolution coincided with SSV -83bps oracle drop triggering a broader 4-post renewal, suggesting the dark asks were gated by stale cluster state (expired/canceled) rathe","badge":"FULL BOOK LIVE","confidence":"high","bottomLine":"The sAAPL/sNVDA ask dark stream (w194β†’w201b, 8 wakes) resolved at w202 when an SSV inversion event triggered a broad 4-post renewal; 12/12 book has held since 09:22Z through w205. No infra issues. Next action is the prefire at ~10:17Z before main equity cluster expiry at 10:24Z.","rootCause":{"class":"structural","evidence":"sAAPL/sNVDA asks (#2326, #2327) were absent w194β†’w201b β€” likely expired/canceled with repost blocked by stale cluster state or vol-term condition. Resolved at w202 via SSV-triggered full renewal (2 cancels + 4 posts). sMSFT never went dark, consistent with a cluster-scoped rather than feed-level blo"},"reasoningRead":"Sound and on-mission. Agent correctly identified SSV inversion risk at w201b, queued w202, and used that wake to renew the full book including the dark equity asks. Post-w202 reasoning is tight: w203 renewed cluster expiry, w204/w204-final managed BTC inversion, w205 confirmed all 12 valid with no unnecessary action. No churn.","wakeTriggers":["Oracle inversion: any of 12 price guards crossed (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT bid or ask)","Prefire at 1781518649 (~10:17Z): 7 min before main cluster (#2307/2308/2309/2310) expires 10:24-10:25Z","newMatches: incoming swap fills on LP address","90-min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Dominant taker (22 of last 41 settled deals); takes LP asks when oracle lags β€” primary revenue source","available":"ok, 37 lifetime deals"},{"agent":"stacker-massimo","fit":"yes","why":"Takes sAAPL/sNVDA/sMSFT asks near oracle; 6 recent deals β€” but structurally blocked now (sellers 80bps above his ceiling)","available":"structurally blocked at current equity p"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals; takes LP crypto swaps for portfolio rebalancing","available":"ok, 26 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent deals; opportunistic β€” takes when LP quotes look mispriced post-inversion","available":"ok but PID-unstable (5+ deaths/1h)"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; takes concentrated swaps when LP has the instrument it wants","available":"ok, 9 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA taker, 15 deals fleet-wide; could take LP asks for portfolio slices","available":"ok"}],"reliableCounterparties":3,"missedOpportunities":"none identifiable β€” w205 confirmed 'no fair flow (all network intents off-market)'; all 12 quotes valid. LP-Maker is maker-only by mission; taker opportunities are not its mandate.","wakeScript":{"wellReasonedForMission":true,"good":["Inversion guards on all 12 price levels (6 pairs Γ— bid+ask) β€” fires the moment an oracle move creates a free-option risk, preventing adversarial fills","Prefire 7 min before cluster expiry (10:17Z for 10:24Z deadline) β€” avoids dark-slot gaps caused by late renewal","90-min fallback is appropriate for a patient maker; not over-polling","newMatches check ensures fills trigger immediate book refresh","Zero-LLM loop: price checks and timestamp comparisons only β€” no hallucination risk in the hot path"],"lacking":["No guard for the case where a post TX fails silently (as seen at w201: #2290 TX failed, slot went dark until watcher re-ran) β€” a post-post confirmation check wo"],"suggestedChange":"Add a post-TX slot-count verification in the wake script's renewal path: after any cancel+post sequence, re-read the book and if live_slots < expected, immediately fireWake('post TX silent failure β€” N/12 live') rather than waiting for the n"},"issues":[{"scope":"agent","title":"Silent TX failure detection gap","detail":"At w201, #2290 post TX failed silently β€” agent only discovered it at the next wake (12 min later) when it checked state.json vs live book. The dark-stream at w194β†’w202 may have had a similar cause. No post-TX verification in the current watcher.","fix":"After each cancel+post batch in current.ts, call readBook() and compare live_slots to expected_slots; if mismatch, fireWake immediately with the slot count. Adds one belt call per renewal cycle, catches silent failures within seconds."},{"scope":"agent","title":"Dark-stream root cause unconfirmed","detail":"Why sAAPL/sNVDA asks stayed dark from w194β†’w201b (8 wakes, ~18 min) while sMSFT posted fine is still unclear β€” could be a vol-term condition blocking repost, a cluster-scoped expiry edge case, or a prior silent TX fail that went undetected. The resolution was incidental (SSV oracle event triggered a","fix":"Add logging in the renewal path: when a bid/ask slot is skipped (not posted), log the reason (vol threshold, oracle gap, missing price feed). Makes future dark-stream events diagnosable without reconstructing from wakes."}],"assessment":"The sAAPL/sNVDA ask dark stream (w194β†’w201b, 8 wakes) resolved at w202 when an SSV inversion event triggered a broad 4-post renewal; 12/12 book has held since 09:22Z through w205. No infra issues. Next action is the prefire at ~10:17Z before main equity cluster expiry at 10:24Z."},"overBudget":{"pct":36.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":85.58,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781476087678,"containerAgeMin":710,"wakes":127,"firstWakeMs":1780927020000,"lastWakeMs":1781476560000,"ageMin":702,"lastWhy":"No BinaryBet with β‰₯3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar","repeatWakes":96,"avgGapMin":83,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781530453563,"watching":"new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":196}},"verdict":{"summary":"Countdown confirmed progressing: nextFallbackMin ticked 269β†’209 (~60 min exactly matching elapsed time between runs), on course for ~13:30Z equity open. Zero new BinaryBets have appeared on the book since w109 β€” confirmed by watcher silence (60s poll, armed, no fire). w109 disciplined rejection of #1916 (edge < 3pp floor + pre-market constraint) and #1827 (βˆ’","badge":"COUNTDOWN ON TRACK","confidence":"high","bottomLine":"ALIVE and correctly dormant. nextFallbackMin=209 tracks precisely to ~13:30Z equity open for sNVDA #1916 re-assessment (w109 at 22:31Z Jun 14 + 15h fallback = 13:31Z Jun 15 βœ“). Zero new BinaryBets posted since w109 (689 min); watcher polling every 60s confirms genuine book silence, not a miss. $85.58 USDC capital preserved, 0 open exposure, $16.55 realized PnL lifetime.","rootCause":{"class":"counterparty-starved","evidence":"No BinaryBet with β‰₯3pp taker edge has posted since w109. Last visible board: #1827 (βˆ’15pp deep ITM), #1848 (+2pp, below floor), #1916 (<3pp at realistic vol + pre-market non-tradeable). Only 2 confirmed counterparty slugs in settled deals (Bear-Yosher, Polymarket-Ljuba)."},"reasoningRead":"Sound and on-mission. w108 and w109 both correctly applied β‰₯3pp edge floor across the entire visible board β€” one deep ITM (#1827, βˆ’15pp), one crypto near-threshold (#1848, +2pp), one equity pre-market with sub-floor edge (#1916). No churn; holds cleanly with explicit reasoning. Solving the right problem.","wakeTriggers":["New BinaryBet appears on book (any underlying, 24/7 poll every 60s)","Monday ~13:30Z fallback β€” US equity open, sNVDA #1916 re-assessment"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary BinaryBet supplier (crypto-down bets); 1 confirmed settled deal; active at 18 deals, health ok","available":"ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"Established counterparty (1 confirmed settled deal); posts BinaryBets priced against Polymarket distribution","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts BinaryBets as baited intents; could supply a β‰₯3pp apparent edge bet Mimic-Ljuba mirrors β€” no confirmed deal yet","available":"ok (pid alive each wake, 5+ deaths in ~1"},{"agent":"arb-hunter-tom","fit":"no","why":"Takes the same taker-side of near-decided binaries; competes with Mimic-Ljuba rather than supplying to it","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"None. Watcher polls every 60s; no new BinaryBet posted since w109. All existing book intents correctly rejected under β‰₯3pp floor β€” #1827 (βˆ’15pp), #1848 (+2pp), #1916 (sub-floor + pre-market). Nothing to take.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on any new BinaryBet β€” mission-critical for a 24/7 crypto taker whose edge windows are fleeting","15h fallback calibrated precisely to Monday 13:30Z equity open; nextFallbackMin=209 from ~10:01Z current confirms exact alignment","60s poll cadence appropriate β€” fast enough to catch new bets before arb-hunter or vulture-andrew, patient enough not to burn tokens","Zero-LLM watcher; full edge validation deferred to wake (correct separation of concerns)","Baseline-skip on first read prevents spurious fires on startup"],"lacking":["isBinaryBet fires on equity underlyings (sAAPL/sNVDA/sMSFT) regardless of market hours β€” a pre-market equity BinaryBet post triggers a ~$0.77 wake the agent wil"],"suggestedChange":"Add a market-hours guard inside the isBinaryBet loop: if underlying matches an equity slug (sAAPL/sNVDA/sMSFT), only fire if current UTC hour is 13:30–20:00; otherwise add to seen and continue. Keeps 24/7 crypto coverage intact while elimin"},"issues":[{"scope":"agent","title":"Pre-market equity BinaryBet triggers wasted ~$0.77 wakes","detail":"If Bear-Yosher or Polymarket-Ljuba posts a sAAPL/sNVDA BinaryBet pre-market, the watcher fires immediately but the agent correctly rejects it (non-tradeable / sub-floor edge). Cost: ~$0.77/wake, same as last_wake_usd.","fix":"In current.ts isBinaryBet check: if i.terms?.underlying is an equity, only include when 13:30 ≀ UTC time < 20:00. Equity BinaryBets outside market hours skip to seen-set update, not fireWake."}],"assessment":"ALIVE and correctly dormant. nextFallbackMin=209 tracks precisely to ~13:30Z equity open for sNVDA #1916 re-assessment (w109 at 22:31Z Jun 14 + 15h fallback = 13:31Z Jun 15 βœ“). Zero new BinaryBets posted since w109 (689 min); watcher polling every 60s confirms genuine book silence, not a miss. $85.58 USDC capital preserved, 0 open exposure, $16.55 realized PnL lifetime."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.83,"realizedPnl":4.83,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781474772803,"containerAgeMin":732,"wakes":45,"firstWakeMs":1780940859000,"lastWakeMs":1781508367000,"ageMin":172,"lastWhy":"Slow signal strong (SSV +6.667% vs BTC +4.275% over 88h = 2.39pp gap), but fast signal (SSV +1.266% vs ETH -0.241% = 1.5","repeatWakes":41,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781537305568,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":310}},"verdict":{"summary":"w45 (07:26Z) confirmed slow signal strong (SSV 2.39pp vs BTC over 88h) but fast 8h signal stuck at 1.507pp β€” 0.493pp below the 2pp dual-confirm threshold. The watcher has been silent for 159 minutes since w45, which is itself confirmation: the watcher fires immediately on a β‰₯2pp crypto gap from its dynamic baseline, so 159 min of silence = no crossing occurr","badge":"HOLD β€” MKT OPEN NEXT","confidence":"high","bottomLine":"Fast 8h signal (1.507pp) has not crossed 2pp in 159 min since w45 β€” watcher silence confirms this. HOLD is structural in the compressed crypto-only window. US market open at 13:30 UTC Jun 15 is the near-term event; expanded 6-name universe may surface a β‰₯2pp gap that pure crypto isn't producing. 8h fallback at ~15:26 UTC is backstop. Agent is alive and correctly waiting.","rootCause":{"class":"structural","evidence":"41/45 wakes (91%) ended in HOLD; fast 8h signal 1.507pp at w45, 0.493pp below the 2pp dual-confirm floor; watcher armed with 90s poll β€” 159 min of no fire confirms gap stayed below threshold since baseline capture. Market compression, not a broken agent or missing counterparty."},"reasoningRead":"Sound and disciplined β€” the agent is correctly applying its dual-confirm gate rather than chasing a compressed signal. The one nuance worth watching: 91% HOLD rate (41/45 wakes) suggests the 2pp threshold may be structurally high for current market regime, but that's a calibration question, not a reasoning failure. The agent is solving the right problem.","wakeTriggers":["Crypto momentum gap β‰₯2pp between any two of BTC/ETH/SSV vs dynamic wake-45 baseline","US market open hardcoded 13:30 UTC Jun 15 β€” expand universe to BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","8h fallback ~15:26 UTC Jun 15 (~323 min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty on 2 of 3 recent settled swaps; deep inventory, 146 total deals, 12 open β€” always available as swap taker","available":"active, 12 open intents"},{"agent":"vulture-andrew","fit":"maybe","why":"Took 1 of 3 recent deals; posts sharp intents but fires opportunistically β€” not guaranteed depth","available":"active, armed (5+ PID deaths this window"},{"agent":"rebalancer-lior","fit":"maybe","why":"Swap-based DCA agent, takes patient slices β€” could cross with a momentum rotation if asset directions align","available":"active"}],"reliableCounterparties":2,"missedOpportunities":"None measurable β€” watcher fires within one 90s poll of a β‰₯2pp crypto gap; 159 min of silence confirms no such gap formed since w45 baseline. If a gap existed, the watcher would have fired. Nothing to flag.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline captured on first poll β€” no hardcoded price literals that would anchor a stale comparison","Watches the actual decision variable (leader-vs-next-best relative divergence), not per-asset absolute moves β€” correctly identifies a 1.5%/-0.8% pair as a 2.3pp","Market-open trigger at 13:30 UTC expands to full 6-name universe, matching mission ('rotate as leadership shifts')","8h fallback ensures the agent re-evaluates even if no trigger fires","90s poll cadence is appropriate β€” not sub-minute noise, not so slow it misses fast moves"],"lacking":["After the 13:30 UTC market-open fireWake fires, a new watcher must be deployed to monitor all 6 names β€” current watcher only tracks crypto gaps on subsequent po","MARKET_OPEN_MS is hardcoded to 2026-06-15 β€” correct for this wake, but the next watcher deployed post-open must generalize this or it will carry a stale date"],"suggestedChange":"Fold the full 6-name check directly into this watcher after MARKET_OPEN_MS elapses (unlock equity legs rather than just firing a wake) β€” eliminates the deployment gap between market-open wake and the next watcher going live, and ensures the"},"issues":[{"scope":"agent","title":"Market-open wake creates a coverage gap before next watcher deployed","detail":"At 13:30 UTC the watcher fires 'US market open' and exits. If the agent takes >1 poll cycle (90s) to deploy the 6-name watcher, equity moves during the transition are invisible. With 41/45 HOLD wakes, the market-open window may be the only rotation trigger today.","fix":"Extend this watcher to continue polling all 6 names (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT) after MARKET_OPEN_MS rather than just firing a wake β€” or instruct CLAUDE.md that the market-open wake must immediately re-arm a 6-name watcher as its first action."},{"scope":"agent","title":"2pp dual-confirm threshold producing 91% HOLD rate β€” calibration question","detail":"41/45 wakes ended in HOLD (91%). The fast signal has ranged 0.23pp–1.73pp across recent wakes with no crossing. If the compressed range persists post-market-open, the threshold may structurally exceed achievable crypto gaps in current conditions. Worth reviewing whether 2pp was calibrated on a more ","fix":"After the market-open wake, check whether the 6-name universe produces wider spreads (equities often outpace crypto intraday). If still compressed post-open across all 6 names, consider reducing the fast threshold to 1.5pp or adding a 'one-confirm' fallback after N consecutive HOLDs."}],"assessment":"Fast 8h signal (1.507pp) has not crossed 2pp in 159 min since w45 β€” watcher silence confirms this. HOLD is structural in the compressed crypto-only window. US market open at 13:30 UTC Jun 15 is the near-term event; expanded 6-name universe may surface a β‰₯2pp gap that pure crypto isn't producing. 8h fallback at ~15:26 UTC is backstop. Agent is alive and correctly waiting."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":4,"msgs":81,"total":3827239,"totalUsd":1.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3827239,"w7Usd":1.47,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0],"lastWake":{"ts":"2026-06-14T12:59:19.502Z","tokens":489081,"usd":0.42,"msgs":11}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781476736670,"containerAgeMin":699,"wakes":45,"firstWakeMs":1780995929000,"lastWakeMs":1781493389000,"ageMin":422,"lastWhy":"Wake 36 check β€” looking for new audited Option intents to evaluate per mission.","repeatWakes":20,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520266281,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":26}},"verdict":{"summary":"Now 409 min since w36 (03:16Z), up from 349 min last check (+60 min as expected); nextFallbackMin=39 (was 99) confirms countdown is unwinding at 1 min/min β€” fallback fires in ~39 min at ~448 min post-w36. Zero fireWake triggers across the full 409 min window confirms no new audited Options appeared on book since w36. Seed-on-first-post is NOT a gap: w36 foun","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Agent is healthy and behaving correctly: no audited Options have appeared on book since w36 (409 min), explaining zero fireWake events. With option-writer-matheus dormant 325+ min, there is nothing to take β€” fallback fires in ~39 min and will confirm the same empty book.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus dormant 325+ min (sole active writer of audited Options); zero fireWake events in 409 min confirms no new AUDITED_TEMPLATE_HASH=0xb3d66f4b... intents posted to book since w36"},"reasoningRead":"Sound and on-mission. w30–w36 show consistent edge-bar discipline: correctly rejected #1600 (coin-flip / 40x fair premium), #1849 (5% premium + only 1.47h expiry), #1924 (3% premium + 87min expiry). The only pass in recent history was w32 (#1641, 4% notional vs 6% threshold, passed). Not churning β€” deliberately patient. Solving the right problem; starvation is the market's fault.","wakeTriggers":["New audited Option intent (templateHash=0xb3d66f4b...) appears on book β†’ fireWake immediate","6h fallback (~448 min post-w36 effective, fires in ~39 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole active writer of audited ETH/BTC Options (26 settled deals); when awake and posting, this agent is the primary counterparty","available":"dormant 325+ min; worst-2 re-rank never "},{"agent":"bear-yosher","fit":"no","why":"posts BinaryBets, not audited Options β€” wrong template hash","available":"active but irrelevant to this mission"},{"agent":"polymarket-ljuba","fit":"no","why":"buys Options (taker side like this agent), does not write them","available":"active but same-side"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no audited Option intents appeared on book in the 409 min window; zero opportunities to miss","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on the mission-relevant event: new audited Option by exact templateHash β€” no false positives from Swaps or other templates","Seed-on-first-post prevents re-evaluating stale intents the agent already declined last wake (correct behavior confirmed: w36 found empty book so seed is empty,","60s poll cadence is appropriate for an options market β€” not sub-minute burn, not hours of lag","6h fallback ensures health-check even in total book silence","Zero-LLM, no book-non-empty false-fire risk"],"lacking":["Hash-only filter: if option-writer-matheus publishes options under a rotated/updated template hash (post-audit upgrade), this watcher goes permanently silent wi"],"suggestedChange":"Add a secondary 'unknown custom template' check: if any non-Swap, non-Binary intent appears with a DIFFERENT hash, log a warning and fire the fallback early β€” catches hash drift before it causes a multi-day blind spot"},"issues":[{"scope":"core","title":"option-writer-matheus dormancy starves this agent","detail":"option-writer-matheus is the only active audited-Option writer (26 deals). Its 325+ min dormancy (worst-2 re-rank blocked by sAAPL/sNVDA feed issues) means zero supply. This is a fleet-level dependency, not option-taker's fault.","fix":"Restore option-writer-matheus: fix sNVDA/sAAPL ask dark-stream (LP-Maker book slots) and trigger the worst-2 re-rank so option-writer wakes and posts again"},{"scope":"agent","title":"Template hash drift goes silent","detail":"watcher filters by one hardcoded AUDITED_TEMPLATE_HASH; if the audited Option template is re-deployed (e.g., after a judge upgrade), the watcher sees nothing and degrades to 6h-fallback-only operation with no alert","fix":"Add a secondary log/early-fallback trigger for any new non-Swap/non-Binary custom intent with an unrecognized hash; or subscribe to the writer's address directly"}],"assessment":"Agent is healthy and behaving correctly: no audited Options have appeared on book since w36 (409 min), explaining zero fireWake events. With option-writer-matheus dormant 325+ min, there is nothing to take β€” fallback fires in ~39 min and will confirm the same empty book."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":36,"msgs":786,"total":40912913,"totalUsd":10.16,"w5":108956,"w5Usd":0.04,"w5PctPool":0,"w7":40912913,"w7Usd":10.16,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0.04,0,0,0,0,0,0,0,0,0.86,0.54,0,0.16,0.21,0,0,0,0,0,0,0,0.73,0,0],"lastWake":{"ts":"2026-06-15T10:18:07.696Z","tokens":108956,"usd":0.04,"msgs":3}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":97.45,"realizedPnl":-10.55,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781476404138,"containerAgeMin":705,"wakes":31,"firstWakeMs":1781445671878,"lastWakeMs":1781517218000,"ageMin":24,"lastWhy":"Both ENGINE 1 (options) and ENGINE 2 (portfolio) remain blocked on external constraints confirmed stable: zero buyer dem","repeatWakes":0,"avgGapMin":48,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781531512929,"watching":"sNVDA sellers appear OR option demand signal OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":214}},"verdict":{"summary":"sAAPL feed restored at w27 but w28 WAIT explicitly retained 'supply gap (sNVDA)' framing β€” no worst-2 re-rank was attempted after data returned. Agent has since cycled through w29-w31 holding the same anchor; watcher predicate is hardcoded to snvdaSeller with no sAAPL/sMSFT trigger, so any ranking shift post-restoration is invisible until the 4h fallback fir","badge":"STALE RANK, BLIND WATCHER","confidence":"high","bottomLine":"w28 did NOT re-rank after sAAPL feed restored β€” it logged 'Blockers are supply gap (sNVDA)' unchanged through w31. Watcher fires only on sNVDA sellers or option demand, so a ranking shift to sAAPL/sMSFT is structurally invisible. 4 wakes have passed since restoration; LP-Maker-Matheus (6/9 recent deals) can fill sAAPL/sMSFT if the worst-2 has changed β€” but the agent won't discover this for another 227 min.","rootCause":{"class":"off-mission","evidence":"w28 logged 'Blockers are supply gap (sNVDA)' after sAAPL restored at w27; w29-w31 maintain identical framing; wake_script_source snvdaSeller predicate checks only posterGives=sNVDA β€” no sAAPL/sMSFT branch; portfolio at 91% of 70% target (w30), meaning the 70% engine is still short and the ranking th"},"reasoningRead":"Disciplined surface β€” no forced trades, no churn β€” but solving the wrong problem. Agent confirms sNVDA absence each wake without ever re-executing the worst-2 rank now that sAAPL data is live. The 'patient wait' conclusion is valid only if the ranking hasn't shifted; that assumption has been untested since w27. Sound reasoning anchored to a stale premise.","wakeTriggers":["sNVDA sellers appear (posterGives: sNVDA)","Option demand (custom/unknown template intent)","4h fallback (227 min remaining)","MISSING: sAAPL sellers (posterGives: sAAPL) β€” ranking may have shifted post-restoration","MISSING: sMSFT sellers (posterGives: sMSFT) β€” same gap","MISSING: 'worst-2 composition changed' trigger β€” agent cannot self-discover ranking shift between fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6/9 recent settled deals; deep cross-equity inventory; if worst-2 has shifted to sAAPL/sMSFT, LP-Maker is the immediate fill path","available":"ok, 146 deals, dominant hub, 12 open int"},{"agent":"vulture-andrew","fit":"maybe","why":"2/9 recent deals as counterparty; posts sAAPL asks at +181bps (may be within option-writer's ceiling depending on current worst-2 rank)","available":"ok, 46 deals, but PID death pattern note"},{"agent":"stacker-massimo","fit":"no","why":"1/9 prior deal; structurally blocked by sAAPL sellers sitting ~80bps above its own ceiling β€” not a usable counterparty for sAAPL supply","available":"ok health but itself supply-starved"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable precisely, but structurally likely: if sAAPL or sMSFT became worst-2 after feed restoration at w27, LP-Maker has inventory to fill it β€” 4 wakes (w28-w31) have elapsed without a re-rank to test this. The fill path may have been open for 325+ min and the agent has no visibility into it.","wakeScript":{"wellReasonedForMission":false,"good":["snvdaSeller predicate was correctly calibrated to the prior sNVDA-exhaustion bottleneck","optionDemand trigger covers the 30% option-writing sleeve","4h fallback prevents indefinite stagnation","Baseline seen-set pattern prevents spurious fires on existing intents"],"lacking":["No sAAPL or sMSFT posterGives predicate β€” after sAAPL feed restored the worst-2 ranking may have named a different asset, but watcher can't fire on it","Watcher was written for the sNVDA-exhaustion state and was never updated when sAAPL data returned; it is now mis-calibrated to the agent's current blocking cond","227 min fallback means the ranking-shift discovery is gated entirely on time, not data β€” a fill path that opened at w27 won't be discovered until ~w32"],"suggestedChange":"Add posterGives sAAPL and posterGives sMSFT branches to the snvdaSeller predicate (making it a worst2Seller predicate covering all three stocks), so any worst-2 candidate appearing on the book fires a wake β€” this directly ties the watcher t"},"issues":[{"scope":"agent","title":"Watcher blind to sAAPL/sMSFT sellers after ranking may have shifted","detail":"wake_script_source snvdaSeller checks posterGives=sNVDA only. sAAPL feed restored at w27; worst-2 ranking (sAAPL/sNVDA/sMSFT by Pyth Benchmarks returns) has not been recomputed. If ranking shifted, the watcher predicate permanently misses the new fill signal until the 4h fallback fires (227 min away","fix":"Extend snvdaSeller to a worst2Seller predicate covering posterGives in ['sNVDA','sAAPL','sMSFT']; rename label accordingly; deploy before the 4h fallback fires"},{"scope":"agent","title":"w28-w31 confirm sNVDA anchor without re-ranking after sAAPL data returned","detail":"w28 explicitly logged 'Blockers are supply gap (sNVDA)' post-restoration, w29-w31 repeat the same conclusion. No wake shows a fresh Pyth Benchmarks worst-2 rank using live sAAPL data. Portfolio at 91% of 70% target (w30) β€” the gap exists but the target asset is potentially misidentified.","fix":"Next fallback wake (w32) must execute a fresh worst-2 rank using current sAAPL/sNVDA/sMSFT Pyth Benchmarks before concluding supply is exhausted; sNVDA-as-bottleneck is an unverified stale assumption"}],"assessment":"w28 did NOT re-rank after sAAPL feed restored β€” it logged 'Blockers are supply gap (sNVDA)' unchanged through w31. Watcher fires only on sNVDA sellers or option demand, so a ranking shift to sAAPL/sMSFT is structurally invisible. 4 wakes have passed since restoration; LP-Maker-Matheus (6/9 recent deals) can fill sAAPL/sMSFT if the worst-2 has changed β€” but the agent won't discover this for another 227 min."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":47,"msgs":899,"total":45034383,"totalUsd":18.29,"w5":2477767,"w5Usd":1.42,"w5PctPool":1,"w7":45034383,"w7Usd":18.29,"w7PctPool":1.9,"w5Son":2477767,"w7Son":20413343,"hourly":[0,0.43,0.56,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0,0],"lastWake":{"ts":"2026-06-15T08:21:48.734Z","tokens":744028,"usd":0.43,"msgs":17}},"onchain":{"deals":4,"openIntents":2,"balanceUsd":89.61,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781475105197,"containerAgeMin":726,"wakes":56,"firstWakeMs":1780941832000,"lastWakeMs":1781475297000,"ageMin":723,"lastWhy":"No takeable opps. Maker fallback: sNVDA>$195 strongest new candidate outside existing sMSFT position. sNVDA at $205.10 (","repeatWakes":35,"avgGapMin":162,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561801240,"watching":"intent fills/expires or new takeable binary/option (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":719}},"verdict":{"summary":"710 min post-w57 (+60 min since prior at 650 min); fallback confirmed counting down correctly (792β†’734 = 58 min consumed), watcher healthy (armed=true, pidAlive=true). Both maker binaries #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) open and unfilled β€” no new binary/option intents triggered an early wake. Focus question (did PM probabilities shi","badge":"RESTING Β· PM BLIND","confidence":"medium","bottomLine":"Agent is alive and correctly resting β€” 710-min silence explained by no fill/expiry events on #1827/#1916 and no new binary/option intents appearing on book. The structural gap: watcher has no Polymarket probability polling, so maker prices (79.94%, 77.93%) posted at w57 can drift vs current PM consensus for up to 24h without detection β€” the core blind spot for an agent whose entire value prop is PM-relative pricing.","rootCause":{"class":"maker-only","evidence":"Maker binaries #1827 (sMSFT<$420, give 7β†’1.756 USDC) and #1916 (sNVDA>$195, give 7β†’1.983 USDC) posted at w56/w57 remain open and unfilled for 710+ min; no counterparty has taken them; no new binary/option intents appeared (else watcher would have fired early)"},"reasoningRead":"Sound and on-mission. The sAAPL exit cascade (w50β†’w54β†’w55β†’w56) showed disciplined horizon-triggered position management β€” each attempt correctly re-priced on failure rather than anchoring. The w57 maker fallback (sNVDA>$195 as strongest candidate outside existing sMSFT position) was well-reasoned. Potential blind spot: maker prices set 710+ min ago against a PM distribution snapshot that may have ","wakeTriggers":["Intent #1827 or #1916 resolves (filled or expired)","New BinaryBet or Option intent appears on book (post-w57 baseline)","24h fallback (~732 min remaining, fires ~22:14Z Jun 15)","MISSING: Polymarket probability shift β‰₯Xpp from posted implied prices"],"counterparties":[{"agent":"arb-hunter-tom","fit":"maybe","why":"CEX-speed arb on near-decided binaries; could take sMSFT<$420 or sNVDA>$195 as Jun-19 expiry approaches if price clearly resolving, but 4+ d","available":"ok (37 deals, health ok)"},{"agent":"mimic-ljuba","fit":"maybe","why":"Has settled a custom live deal with polymarket-ljuba before; mirrors/takes bets re-priced to live oracle β€” could copy a clear binary thesis ","available":"ok (18 deals, health ok)"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap hub; settled one swap with this agent (sAAPL exit) but does not take binary bets","available":"ok (146 deals, hub)"},{"agent":"option-taker-matheus","fit":"no","why":"Takes options only, not binary bets","available":"ok (5 deals)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for pre-baseline open intents: watcher only fires on intents appearing AFTER it armed at w57; any mispriced binary/option already on book at that moment is permanently invisible. No new binary/option intents appeared in 710 min (else watcher would have fired). Whether existing pre-baseline intents were mispriced vs PM cannot be assessed without PM data.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own intent resolution (fill or expiry) β€” correctly exits dormancy when positions close","Fires on any new BinaryBet/Option intent β€” correctly surfaces taker opportunities as they appear","24h fallback ensures eventual Polymarket re-evaluation even in a quiet market","Baseline-delta pattern (seen set initialized on first poll, fire only on fresh entries) prevents spurious immediate wakes"],"lacking":["No Polymarket probability polling: the agent's entire value prop is PM-relative pricing, but the watcher cannot detect PM drift; maker prices (#1827 at 79.94%, ","Only fires on NEW intents (post-baseline); existing mispriced binary/option intents on book when watcher armed at w57 are permanently invisible to it unless the"],"suggestedChange":"Add a periodic Polymarket probability fetch every 4–6h inside runWatchLoop for the sMSFT<$420 and sNVDA>$195 markets; fireWake('PM drift on #1827: posted 79.94% vs PM X%') if |pm_prob βˆ’ posted_implied| β‰₯ 0.05 β€” this closes the mission-criti"},"issues":[{"scope":"agent","title":"Watcher blind to Polymarket probability drift for up to 24h","detail":"Maker binaries #1827 (sMSFT<$420 at 79.94%) and #1916 (sNVDA>$195 at 77.93%) were priced against PM distribution at w57 (~22:14Z Jun 14). Watcher has no PM polling; if PM has moved β‰₯5pp since then, the agent is posting mispriced bids relative to its own valuation model without knowing it β€” or holdin","fix":"In current.ts, add a PM fetch inside runWatchLoop every ~4h: pull current PM implied probability for sMSFT<$420 and sNVDA>$195; if |pm_prob βˆ’ posted_implied| β‰₯ 0.05, call fireWake('PM drift: #XXXX posted X% vs PM Y%') so the agent can reprice, cancel, or post a competing taker."},{"scope":"agent","title":"Pre-baseline open intents permanently invisible to watcher","detail":"The watcher initializes a `seen` set at arm time and only fires on intents not in that set. Any mispriced binary/option already on book at w57 will never trigger an early wake β€” the agent could miss sitting taker opportunities that pre-date its baseline and never become 'new'.","fix":"On each runWatchLoop iteration, evaluate ALL current open binary/option intents (not just entries absent from `seen`) against the PM pricing model; fireWake if any passes the value threshold. Replace the new-only filter with a value-filter that re-screens the full book each cycle."}],"assessment":"Agent is alive and correctly resting β€” 710-min silence explained by no fill/expiry events on #1827/#1916 and no new binary/option intents appearing on book. The structural gap: watcher has no Polymarket probability polling, so maker prices (79.94%, 77.93%) posted at w57 can drift vs current PM consensus for up to 24h without detection β€” the core blind spot for an agent whose entire value prop is PM-relative pricing."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":102.61,"realizedPnl":2.61,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781473474189,"containerAgeMin":754,"wakes":55,"firstWakeMs":1780939200000,"lastWakeMs":1781473492000,"ageMin":753,"lastWhy":"Sunday 21:44 UTC. Stocks closed. No USDC. Gaps too small for crypto-only rebalance. Watcher date was wrong β€” would have ","repeatWakes":49,"avgGapMin":165,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"Monday 2026-06-15T13:30Z stock open -- trim sMSFT, DCA BTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":252}},"verdict":{"summary":"Countdown running cleanly: nextFallbackMin 325β†’265 (-60 min at 1:1 rate), watcher healthy. Focus question answered: LP-Maker's BTC intent was NOT filled by rebalancer β€” settled_deals_detail empty, no new deals since w48. Reason: rebalancer holds no USDC ('No USDC' stated at w48); it cannot take any BTC ask until sMSFT trim executes at market open (~13:30Z to","badge":"PATIENT: OPEN PENDING","confidence":"high","bottomLine":"Agent is correctly dormant: zero USDC capital until sMSFT trim fires at 13:30Z today (June 15). Watcher polls every 5 min for that time trigger, fallback at 14:30Z (265 min out). No fill path for BTC gap existed since w48 β€” not a miss, not a block, structural capital sequencing.","rootCause":{"class":"counterparty-starved","evidence":"No USDC to deploy (stated w48); 0 open intents; settled_deals_detail empty since w48 (740 min). LP-Maker BTC intent directionally correct but rebalancer cannot take it without sell-side USDC first. Capital gating by design, not market failure."},"reasoningRead":"Sound and solving the right problem. w48 correctly identified the sequencing constraint (need sMSFT trim β†’ USDC before BTC buy), fixed the date bug, and re-armed for the real unblock event (market open). Not churn β€” each wake advanced the plan.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z (US stock market open)","Fallback: 2026-06-15T14:30:00Z (~265 min from now)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"LP-Maker sells BTC near oracle; rebalancer buys BTC β€” directional match. Deal blocked only by rebalancer's current zero-USDC state, not pric","available":"Active hub, 12 open intents, will have B"},{"agent":"vulture-andrew","fit":"maybe","why":"Could post sMSFT bid rebalancer might take to generate USDC faster, but vulture targets mispriced intents not standing asks","available":"ok, 46 deals"}],"reliableCounterparties":1,"missedOpportunities":"None. Rebalancer has no USDC capital; it cannot take any swap. LP-Maker's BTC intent (~$65,574/BTC) is directionally correct but rebalancer literally cannot fill it until sMSFT trim completes. No actionable book opportunity existed.","wakeScript":{"wellReasonedForMission":true,"good":["Time-triggered on the exact event that unlocks the trade plan (US market open 13:30Z) β€” correct trigger for a sequenced DCA that needs stock oracle live","5-min poll cadence is appropriate for a time-gate watcher (not a book-watcher, not sub-minute)","Fallback at 14:30Z (1h after open) ensures wake fires even if exact-time check misses","Zero-LLM, cannot fire on 'book non-empty', clean pid write"],"lacking":["No guard for market holiday / early close β€” if 13:30Z triggers but stock oracle is stale/unavailable, agent will wake and likely defer again burning ~$0.65 LLM "],"suggestedChange":"Add a check at wake time that the sMSFT oracle quote is fresh (age < 15 min) before posting trim intent; if stale, re-arm for +30 min rather than posting into a dead oracle."},"issues":[{"scope":"agent","title":"No oracle-freshness guard before sMSFT trim","detail":"Watcher fires at 13:30Z but does not verify sMSFT oracle is live/fresh. If oracle feed is delayed (e.g. early open, holiday, feed gap), agent wakes, attempts trim, fails or gets stale fill, wastes $0.65 wake cost.","fix":"At wake: fetch sMSFT oracle timestamp; if age > 15 min, re-arm for +30 min and skip trim. One conditional before posting intent."}],"assessment":"Agent is correctly dormant: zero USDC capital until sMSFT trim fires at 13:30Z today (June 15). Watcher polls every 5 min for that time trigger, fallback at 14:30Z (265 min out). No fill path for BTC gap existed since w48 β€” not a miss, not a block, structural capital sequencing."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781473805108,"containerAgeMin":748,"wakes":71,"firstWakeMs":1780948343000,"lastWakeMs":1781517670000,"ageMin":17,"lastWhy":"Bid 2320 on-price and unexpired. No takeable sNVDA ask. sAAPL 2333 above ceiling. Nothing to do.","repeatWakes":62,"avgGapMin":136,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781520473691,"watching":"bid 2320 fill/expiry | new LP-sized sNVDA/sAAPL sell β‰₯3 USDC | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":30}},"verdict":{"summary":"w66–w69 (08:52–10:01Z): Accumulation still frozen β€” no seller repriced since w66, answering the focus question directly. New since last summary: bid 2111 expired unfilled at w68 (09:41Z); replacement bid 2320 posted at oracleΓ—1.005 ($292.61), TTL ~16:11Z. sAAPL ask 2333 (LP) confirmed above ceiling at w69. Both Vulture (+181bps) and LP (+180bps) remain ~80bp","badge":"ACCUMULATION FROZEN","confidence":"high","bottomLine":"Bid 2111 expired unfilled at w68; new bid 2320 live at oracle+0.5% (~$292.61, expires ~16:11Z). Both sAAPL sellers β€” LP +180bps and Vulture +181bps β€” remain ~80bps above the oracle+100bps ceiling with no reprice in 4 wakes. 0 reliable counterparties; 10 USDC locked in bid, 40.055 USDC free, 0.129488 sNVDA held. Structural block, not agent fault.","rootCause":{"class":"structural","evidence":"LP ask 2333 priced +180bps, Vulture +181bps; oracle+100bps ceiling; ~80bps gap to closest seller; bid 2111 expired unfilled at w68; 62/71 repeat wakes all deterministic-skip; no sNVDA sell-side present at any wake w67–w69"},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies the pricing ceiling breach at each of w67–w69, replaces expired bid 2111 with on-price bid 2320 at w68, and uses consecutive_misses logic (=1, threshold=2) to defer sAAPLβ†’sNVDA rotation correctly. No churn β€” each wake produces a distinct, minimal correct conclusion.","wakeTriggers":["bid 2320 fill or expiry (ownIntentResolved)","new LP-sized sNVDA/sAAPL sell β‰₯3 USDC ≀12 USDC (newMatches seen-set)","sAAPL oracle drift >0.5% from hardcoded $291.15 base","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only active sAAPL seller; consistently pricing +180bps vs +100bps ceiling β€” needs ~80bps reprice before any fill is possible","available":"active but structurally above ceiling si"},{"agent":"vulture-andrew","fit":"maybe","why":"sAAPL at +181bps, also above ceiling; PID instability (5+ deaths in ~1h fleet-wide) adds availability risk on top of pricing gap","available":"intermittent; priced above ceiling"}],"reliableCounterparties":0,"missedOpportunities":"None β€” all resting sAAPL/sNVDA asks are either above oracle+100bps ceiling (LP 2333, Vulture) or dust lots (0.09–0.207 USDC posterWants, correctly excluded by β‰₯3 USDC size filter). No fills were available at any of w67–w69.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own-intent resolution (bid 2320) β€” directly mission-critical for a bid-heavy accumulator","Oracle drift trigger (0.5% on sAAPL) catches ceiling shifts without requiring a full wake cycle","45-min fallback appropriate for a patient 24/7 accumulator β€” not over-polling","Size filter β‰₯3 USDC ≀12 USDC correctly excludes dust lots seen in w67 (0.09–0.207 USDC range)"],"lacking":["seen-set pattern only fires on NEW intents β€” if LP reprices existing ask 2333 downward into range without cancel+repost, watcher stays silent until 45-min fallb","12 USDC upper cap will miss LP lots posted β‰₯13 USDC; Stacker's ~10 USDC lot could still partially fill against a 20 USDC ask"],"suggestedChange":"On each poll iteration, scan all open sAAPL/sNVDA sells (not just new ones) and compare posterWants-USDC Γ· posterGives-units against live oracle price β€” fire a wake if any existing intent's effective rate falls within oracle+100bps, so a LP"},"issues":[{"scope":"core","title":"sAAPL ask dark-stream: LP pricing at +180bps vs +100bps ceiling blocks all accumulation","detail":"LP-Maker sAAPL ask has been ~80bps above Stacker's ceiling since at least w194 fleet-wide (10/12 LP book slots). Bid 2111 expired unfilled; bid 2320 will almost certainly do the same at current LP pricing. Stacker cannot fill until LP reprices sAAPL to ≀oracle+100bps or a third sAAPL seller appears.","fix":"Fleet-level: LP-Maker should reassess sAAPL ask spread (currently +180bps vs mid); or Stacker's ceiling parameter should be raised to oracle+200bps if this spread reflects true market equilibrium β€” requires mission acknowledgement."},{"scope":"agent","title":"Watcher blind to repriced existing intents","detail":"isSellOpportunity runs through newMatches(seen, intents, ...) which only evaluates intents absent from the seen-set. A downward reprice of LP ask 2333 (same intentId, lower rate) is invisible until the 45-min fallback β€” worst case a 44-minute delay on the only event that would unblock accumulation.","fix":"Add a live-ceiling check each poll: for all open intents matching isSellOpportunity shape (ignoring seen-set), compute effective rate and compare to oracleΓ—1.01; fireWake if any is in-range. Keep the seen-set for new-intent detection in parallel."}],"assessment":"Bid 2111 expired unfilled at w68; new bid 2320 live at oracle+0.5% (~$292.61, expires ~16:11Z). Both sAAPL sellers β€” LP +180bps and Vulture +181bps β€” remain ~80bps above the oracle+100bps ceiling with no reprice in 4 wakes. 0 reliable counterparties; 10 USDC locked in bid, 40.055 USDC free, 0.129488 sNVDA held. Structural block, not agent fault."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781475425360,"containerAgeMin":721,"wakes":40,"firstWakeMs":1780924988000,"lastWakeMs":1781475420000,"ageMin":721,"lastWhy":"All actionable signals require selling assets I do not hold. No buy-dip signals on any asset. Stocks market-hours blocke","repeatWakes":29,"avgGapMin":235,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781673640840,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2583}},"verdict":{"summary":"Stale-baseline finding fully confirmed and slightly worse: CRYPTO_AVGS now ~11.8h stale (BTC 64136.58/ETH 1670.93/SSV 2.31, w41 22:17Z Jun 14) and will be ~15.3h stale when MARKET_OPEN_MS fires at 13:30Z. Wake-script source confirms ZERO baseline-refresh logic β€” CRYPTO_AVGS are compile-time constants; the loop fetches live prices each tick but always diffs a","badge":"STALE BASELINE WAITING","confidence":"high","bottomLine":"Alive and armed; MARKET_OPEN_MS fires in ~3.4h at 13:30Z. CRYPTO_AVGS are 11.8h stale (w41 compile-time constants, no refresh path in source) β€” since prices were all above avg at w41, any upward avg drift since then means the watcher may MISS a genuine buy-dip that cleared the true trailing avg but doesn't clear the stale one. Zero inventory blocks all sell signals regardless.","rootCause":{"class":"structural","evidence":"CRYPTO_AVGS hardcoded at w41 (Jun 14 22:17Z); all crypto assets were above avg at w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%), so true trailing avg has likely drifted higher, raising the bar for a buy-dip trigger; zero inventory blocks all sell-strength paths; stocks market closed Sun; 40 wakes / 5 set"},"reasoningRead":"Sound at the wake level (w34–w41 correctly identify market-hours blocks, inventory gaps, sub-threshold readings) but solving the wrong problem at the watcher level: the 'trailing average' comment is aspirational, not operational β€” CRYPTO_AVGS never trail anything after the first bake. Agent correctly self-diagnoses zero inventory blocking sells in w39–w41; the gap is the watcher architecture, not ","wakeTriggers":["MARKET_OPEN_MS: Date.now() >= 2026-06-15T13:30:00Z (~3.4h from now) β€” fires reliably","Crypto buy-dip: BTC/ETH/SSV drops β‰₯1.5% below hardcoded CRYPTO_AVGS from w41","MISSING: baseline refresh before dislocation compare β€” CRYPTO_AVGS are constants, never updated between rebakes","MISSING: sell-strength trigger path β€” watcher codes buy-dip only; sell signals absent entirely, not even gated on inventory"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Dominant swap hub (146 deals); takes delivered swaps in all asset classes swing-nikita targets","available":"active"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps same assets; direction could cross if rebalancer is buying what swing is selling or vice versa","available":"active"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable between wakes β€” watcher is blind to the book. Within wakes w39–w41: SSV at +1.37–3.46% above stale avg cited, but sub-threshold or zero-inventory blocked β€” not missed opportunities, structural constraints. No buy-dip below -1.5% registered on any asset across all 8 most-recent wakes.","wakeScript":{"wellReasonedForMission":false,"good":["Zero-LLM trigger path β€” deterministic and cheap","MARKET_OPEN_MS hard timestamp fires reliably; today's stocks-oracle-live event is correctly coded","Buy-dip-only filter reflects actual zero-inventory constraint on crypto sells","60s poll cadence is appropriate for intraday dislocation detection"],"lacking":["CRYPTO_AVGS are compile-time constants (w41 values), not a trailing average β€” they're now 11.8h stale and can only be refreshed by a full agent rebake; the trai","False-negative risk: prices were above avg at w41, so true avg has likely risen; a real buy-dip may not clear the stale -1.5% gate even when it would clear a fr","55h fallback (nextFallbackMin ~2596) is structurally unsafe: if MARKET_OPEN_MS check misses for any reason, next fallback is ~43h away β€” should be scoped to cov"],"suggestedChange":"At watcher arm-time, call readPrice once and compute CRYPTO_AVGS from a short rolling window (or read from a persisted file updated each wake) so baselines reflect recent price history β€” not the prior bake's snapshot. This is the single hig"},"issues":[{"scope":"agent","title":"CRYPTO_AVGS hardcoded β€” trailing average claim is false after first rebake","detail":"BTC 64136.58 / ETH 1670.93 / SSV 2.31 locked at w41 (Jun 14 22:17Z). At 13:30Z today they will be ~15.3h stale. Since all three assets were ABOVE their averages at w41, the true trailing avg has likely drifted higher β€” the stale avg sets a LOWER bar for buy-dip, meaning the trigger fires deeper in a","fix":"Replace the hardcoded constants with a runtime fetch: at watcher arm-time, call readPrice, compute a simple mean or load from a persisted rolling-avg file that the main session writes each wake. Cost: one readPrice call at arm-time. Gain: accurate dislocation signal every cycle."},{"scope":"agent","title":"55h fallback leaves a 43h gap if MARKET_OPEN_MS check fails","detail":"fallbackMs: 55 * 3600_000 from arm at w41 (22:17Z Jun 14) = fires ~01:17Z Jun 17 if primary triggers all miss. MARKET_OPEN_MS is the primary intended trigger; if the loop check somehow misses it (process restart after 13:30Z, etc.), the agent goes dark until Jun 17.","fix":"Set fallbackMs to ~5 * 3600_000 (5h from arm time β‰ˆ 03:17Z Jun 15), or dynamically to MARKET_OPEN_MS + 30 min buffer, so the fallback is a genuine safety net for the gap rather than a 55h afterthought."}],"assessment":"Alive and armed; MARKET_OPEN_MS fires in ~3.4h at 13:30Z. CRYPTO_AVGS are 11.8h stale (w41 compile-time constants, no refresh path in source) β€” since prices were all above avg at w41, any upward avg drift since then means the watcher may MISS a genuine buy-dip that cleared the true trailing avg but doesn't clear the stale one. Zero inventory blocks all sell signals regardless."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":206,"msgs":4089,"total":237663987,"totalUsd":136.87,"w5":11411298,"w5Usd":7.3,"w5PctPool":4.6,"w7":237663987,"w7Usd":136.87,"w7PctPool":9.9,"w5Son":11411298,"w7Son":180139357,"hourly":[3.24,0,1.11,1.25,1.71,5.07,1.23,2.13,2.63,0.9,4.99,2,0.75,0.77,1.96,0.84,1.36,3.19,8.46,7,7.09,0.41,0,0],"lastWake":{"ts":"2026-06-15T10:06:59.180Z","tokens":1050523,"usd":0.62,"msgs":21}},"onchain":{"deals":46,"openIntents":3,"balanceUsd":102.23,"realizedPnl":2.21,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781474452124,"containerAgeMin":737,"wakes":237,"firstWakeMs":1780945920000,"lastWakeMs":1781518020000,"ageMin":11,"lastWhy":"Watcher dead (PID 198107 gone). ETH bait drifted to 2.19% as ETH dropped $6.69. Gap-protect: 2312/2314 expire 10:33 with","repeatWakes":196,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781520369404,"watching":"16 intents, none takeable; soonestExpiry=1781520470; next poll 75s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":128,"nextFallbackMin":28}},"verdict":{"summary":"PID death structural pattern persists and is STILL UNDIAGNOSED but gap-protect is compensating cleanly. w205 (10:07) is the most recent death (PID 198107 gone); it triggered correctly: ETH bait drifted to 2.19% (above 2.05% ceiling, caused by $6.69 ETH drop), gap-protect cancelled short-TTL intents, 6 fresh baits posted with 1h TTL (~10:55-11:02 UTC expiry).","badge":"CYCLING CLEAN","confidence":"high","bottomLine":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate.","rootCause":{"class":"structural","evidence":"PID deaths at w201/w202/w203/w204/w205 (~15-20 min intervals); watcher process crashes between 30s polls rather than timing out. armed=true + nextFallbackMin=40 means fallback is absorbing each death. 6 open baits on book; 0 edges found at w205; no counterparty flow to take."},"reasoningRead":"Sound and solving the right problem. Each wake correctly distinguishes requote-needed vs hold: w203 confirmed baits within [1.55%, 2.05%] tolerance and held; w203-fallback detected SSV at 2.67% (above ceiling) and corrected; w205 detected ETH drift to 2.19% and corrected. CMQ false-positive logic (sub-floor rivals excluded from cancel signals) is working. The agent is not re-deriving β€” it's increm","wakeTriggers":["New takeable edge β‰₯1% (scan-edges.ts, 30s poll)","~5 min before soonest intent expiry (soonestExpirySec from scan)","Quote erosion/undercut (check-my-quotes.ts cancelCmds > 0)","Hard fallback 2h","MISSING: PID crash detection / auto-restart within the watcher process itself β€” the process dies silently and gap-protect on next wake is the only corrective pa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 8 settled deals; dominant hub with 12 open intents and deep inventory","available":"active, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of last 8 settled deals; fast-moving, likely to post mispriced intents vulture can take","available":"active, broke 19-wake streak this cycle "},{"agent":"option-writer-matheus","fit":"yes","why":"2 of last 8 settled deals; posts options vulture can take near-decided","available":"dormant 325+ min β€” reduced fit until it "},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 8 settled deals; delivers swaps, occasional overlap","available":"active, health ok"}],"reliableCounterparties":2,"missedOpportunities":"0 edges reported at w203 and w205 β€” nothing takeable above 1% floor on book at those scans. CMQ flagged sub-floor rivals but correctly excluded as false positives. No verifiable missed opportunities this window; the book was thin.","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge, pre-expiry, quote erosion, fallback) maps directly to vulture's active-quoting + opportunistic-taking mission","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on known traps","30s poll cadence is appropriate β€” tight enough to catch price drift, not sub-minute spam","2h hard fallback is a correct safety net for a patient agent"],"lacking":["No crash-resilience within the script itself: when execSync(scan-edges) or JSON.parse throws outside the try blocks (e.g. scan.takeable on a malformed response)","soonestExpirySec arithmetic: if scan.soonestExpirySec is undefined (malformed scan output), the pre-expiry condition evaluates undefined math silently β€” NaN >= ","2h fallback is correct for a patient agent, but with PID dying every ~15-20 min the effective fallback is 'next gap-protect wake' not '2h' β€” the fallback is not"],"suggestedChange":"Wrap the entire runWatch body in a top-level try/catch that logs and re-arms on unhandled error, so a malformed scan response or uncaught exception doesn't silently kill the PID β€” instead it logs the crash reason and the fallback fires with"},"issues":[{"scope":"agent","title":"Watcher PID crash cadence undiagnosed (~15-20 min, 5+ deaths in 1h)","detail":"Deaths at w201/w202/w203/w204/w205 β€” far more frequent than the 2h fallback interval. The cause is unknown but likely: (a) unhandled exception from malformed scan-edges JSON crashing runWatch outside the inner try block, or (b) memory pressure from the execSync tight loop. gap-protect is compensatin","fix":"Add a top-level try/catch in runWatch; log the crash message before re-throwing. Then check watcher logs for the actual error β€” the gap-protect wakes will contain it in their output once it's surfaced."},{"scope":"agent","title":"Net PnL vs token burn: $2.09 realized on $136.54 lifetime burn","detail":"46 deals with only $2.09 realized PnL while burning $136.54 in tokens lifetime (current rate $8.19/5h = ~$39/day). The bait-posting loop is expensive. If fill rate doesn't improve, the strategy is token-negative net.","fix":"Audit fill rate on the 6-bait book: how many baits are being taken vs expiring? If >80% expire unfilled, reduce bait count or widen the cadence to cut token burn."}],"assessment":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate."}}],"unattributed":{"sessions":8980,"tokens":221541267,"usd":121.93,"w5":24238307,"w5Usd":15.89,"hourly":[0.74,1.17,5.92,4.37,3.69,0.86,2.07,1.59,1.65,0.92,0.41,2,0,1.27,1.15,2.02,1.38,3.17,1.11,0.83,1.18,0.62,0,0]},"boardOverhead":{"sessions":6201,"tokens":59346621,"usd":146.59,"w5":3288463,"w5Usd":11.44,"hourly":[1.95,3.1,1.96,2.55,1.89,1.96,2.68,1.79,2.35,2.51,2.07,3.26,1.5,2.93,1.63,2.42,2.07,2.55,1.79,2.7,4.52,1.16,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1919632322,"grandUsd":1209.14,"grandSessions":16466,"attributedTokens":1638744434,"unattributedTokens":221541267,"boardTokens":59346621,"reassembledTokens":1919632322,"tokensBalance":true,"attributionPct":88.1,"multiMatchSessions":181,"sessionsScanned":11273,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":90515,"dedupedMsgs":43742,"rawTokens":4326268411,"dedupedTokens":1919632322,"dupRatio":2.254}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T10:17:10.039Z","swarm":{"headline":"LP HUB RESTORED, OPTIONS FROZEN","funnel":{"posted":2338,"settled":190,"conversionPct":8.1,"byTemplate":{"Swap":185,"Custom":4,"BinaryBet":1}},"liquidityMap":[{"market":"Crypto swaps (ETH/BTC/SSV)","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (22/24 deals) Β· LP-Maker ⇄ Momentum-Nikita Β· Vulture-Andrew ⇄ Momentum-Nikita","status":"Active β€” Arb-Hunter took SSV #2325 at +54bps; Momentum-Nikita fast signal 0.493p"},{"market":"Equity swaps (sAAPL/sNVDA/sMSF","flow":"LP-Maker-Matheus β†’ Stacker-Massimo Β· LP-Maker β†’ Rebalancer-Lior (blocked)","status":"LP-Maker 12/12 book restored at w202 (asks #2326 sAAPL +70bps, #2327 sNVDA +64bp"},{"market":"Options (sAAPL/sNVDA/sMSFT)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” Option-Writer dormant 325+ min; watcher blind to sAAPL/sMSFT (sNVDA-onl"},{"market":"Binary bets (BTC/ETH direction","flow":"Polymarket-Ljuba ⇄ Mimic-Ljuba Β· Bear-Yosher ⇄ Mimic-Ljuba","status":"Polymarket-Ljuba resting 710+ min; maker binaries #1827/#1916 unfilled; Bear-Yos"},{"market":"IndexBasket (long/short)","flow":"index-maker ⇄ index-taker","status":"UNMADE β€” both agents never deployed (51 consecutive null cycles, $0 lifetime, no"}],"causalLinks":[{"cause":"Option-Writer-Matheus wake predicate hardcoded to sNVDA sellers only","effect":"Option-Taker-Matheus starved for 409+ min despite sAAPL feed restored at w27; no audited options on book since w36; opti","evidence":"w28 WAIT log retained 'supply gap (sNVDA)' framing after sAAPL restore; wake_script_source snvdaSeller branch has no sAAPL/sMSFT check; zero fireWake events in 409 min; Option-Taker fallback fires in "},{"cause":"Both sAAPL sellers priced 80bps above Stacker-Massimo's oracle+100bps ceiling","effect":"sAAPL accumulation structurally frozen β€” bid 2111 expired unfilled at w68, replacement bid 2320 posted; 62/71 repeat wak","evidence":"Vulture-Andrew ask +181bps, LP-Maker ask +180bps vs oracle+100bps ceiling; gap ~80bps; no sNVDA sell-side at any wake w67–w69"},{"cause":"LP-Maker-Matheus is sole reliable counterparty for Arb-Hunter-Tom (22/24 settled deals)","effect":"Single-point concentration: if LP-Maker goes offline or stops posting a given instrument, Arb-Hunter's edge universe col","evidence":"22/24 arb deals settled against LP-Maker; deal #2325 (SSV +54bps) sourced LP-Maker; HWM advanced 2288β†’2330 across 42 intents with only 1 eligible"},{"cause":"Swing-Nikita CRYPTO_AVGS hardcoded at w41 (Jun 14 22:17Z, ~11.8h stale now, ~15.3h stale at 13:30Z open)","effect":"MARKET_OPEN_MS fires at ~13:30Z with baselines anchored to a period when all crypto was already above avg (SSV +3.46%, E","evidence":"Wake script CRYPTO_AVGS are compile-time constants; zero baseline-refresh logic; all crypto above avg at w41 capture time; zero inventory blocks all sell-strength paths regardless"},{"cause":"Vulture-Andrew watcher process dies every ~15-20 min (w201/w202/w203/w204/w205) with root cause undiagnosed","effect":"Gap-protect compensates cleanly (armed=true, nextFallbackMin=30 absorbs each death), but recurring crash means bait mana","evidence":"5 PID deaths in ~1h window; pidAlive=false at w205 (PID 198107 gone); ETH bait drifted 2.19% above 2.05% ceiling triggering cancel+repost cycle; 6 open baits, 0 edges found"},{"cause":"LP-Maker sAAPL/sNVDA dark stream (w194β†’w201b, 10/12 book slots absent) now resolved at w202","effect":"Equity supply-side restored: sAAPL ask #2326 (+70bps) and sNVDA ask #2327 (+64bps) posted; 12/12 book sustained w203–w20","evidence":"SSV -83bps oracle drop at w202 triggered broader 4-post renewal (2 cancels + 4 posts); sMSFT never went dark (cluster-scoped rather than feed-level block)"}],"insights":[{"severity":"critical","title":"Option market frozen: Writer watcher blind to sAAPL/sMSFT post feed-restore","detail":"Option-Writer-Matheus has been dormant 325+ min. Its wake predicate checks only sNVDA sellers β€” sAAPL restored at w27 but w28–w31 retained 'supply gap (sNVDA)' framing with no worst-2 re-rank. Option-Taker-Matheus has had zero audited options to take for 409+ min; its fallback fires in ~28 min. Only 1 reliable counterparty (Option-Writer) and that counterparty is effectively blind to 2 of 3 instruments.","evidence":"wake_script_source snvdaSeller predicate, no sAAPL/sMSFT branch; w28 WAIT log post-feed-restore; 0 fireWake events in 409 min; Option-Taker nextFallbackMin=28","scope":"core","fix":"Add sAAPL/sMSFT seller branches to Option-Writer's wake predicate before next 4h fallback (~216 min); add worst-2 re-rank trigger on any feed-restore event in CLAUDE.md"},{"severity":"warn","title":"Swing-Nikita stale CRYPTO_AVGS risk at 13:30Z equity open","detail":"CRYPTO_AVGS are compile-time constants anchored Jun 14 22:17Z β€” ~11.8h stale now, ~15.3h stale when MARKET_OPEN_MS fires at 13:30Z. All three crypto assets were already above their averages at capture (SSV +3.46%, ETH +2.96%, BTC +1.50%), so the effective buy-dip bar is anchored below where the market actually is. False dislocation signals or suppressed valid signals are both likely.","evidence":"wake script CRYPTO_AVGS: BTC 64136.58 / ETH 1670.93 / SSV 2.31 (w41 22:17Z Jun 14); zero refresh logic; nextFallbackMin=2585 (market open fires first at ~198 min); 40 wakes / 5 settled","scope":"core","fix":"Add baseline-refresh step to Swing-Nikita wake script (fetch rolling 24h avg at each MARKET_OPEN_MS fire, not compile-time constant); must land before 13:30Z today"},{"severity":"warn","title":"Vulture-Andrew PID death pattern undiagnosed (5+ deaths in ~1h)","detail":"Watcher process crashes every ~15-20 min (w201–w205); gap-protect is compensating cleanly (armed=true, fallback absorbs each death, 6 open baits on book), but the root cause is unknown. Process stability depends entirely on fallback cadence rather than reactive 30s poll during death windows.","evidence":"PID deaths at w201/w202/w203/w204/w205; pidAlive=false at synthesis time; nextFallbackMin=30; armed=true throughout; 0 edges found at w205","scope":"core","fix":"Capture watcher exit code and stderr on death; investigate signal handling, memory leak, or OS OOM kill; add structured exit logging to watcher process"},{"severity":"warn","title":"Stacker-Massimo accumulation structurally gated β€” 80bps pricing gap","detail":"Both sAAPL sellers (Vulture-Andrew +181bps, LP-Maker +180bps) sit ~80bps above Stacker's oracle+100bps ceiling. Bid 2111 expired unfilled at w68; replacement bid 2320 posted. No fill path exists at current pricing. This is a structural market mismatch, not an agent fault.","evidence":"62/71 repeat wakes deterministic-skip; bid 2111 expired unfilled w68 (09:41Z); replacement bid 2320 at oracleΓ—1.005 ($292.61); zero sNVDA sell-side at any wake w67–w69","scope":"fleet","fix":"Either notify LP-Maker and Vulture-Andrew of Stacker's ceiling to encourage repricing, or review whether Stacker's oracle+100bps ceiling is calibrated correctly for current market spreads"},{"severity":"warn","title":"IndexBasket market unmade β€” 2 agents never deployed (51 consecutive null cycles)","detail":"index-maker and index-taker share identical deployment failure: armed=false, pidAlive=false, wake_script_source=null, $0 lifetime tokens, 0 wakes. The IndexBasket long/short market does not exist. Two agents is a shared absence, not a coincidence.","evidence":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, tokens_lifetime_usd=0, wakes=0, settled_deals=0 across 51 observed cycles","scope":"fleet","fix":"Fund both wallets, set required env vars, and commit wake scripts for index-maker and index-taker; unblocks IndexBasket market creation"},{"severity":"ok","title":"LP-Maker dark stream resolved β€” 12/12 book live at w202","detail":"sAAPL ask #2326 (+70bps) and sNVDA ask #2327 (+64bps) posted at w202 for first time since w194 (7-wake absence). 12/12 book slots sustained through w205. SSV -83bps oracle drop triggered a full cluster renewal that cleared the stale state.","evidence":"Asks #2326/#2327 confirmed posted w202 (09:22Z); 12/12 sustained w203–w205; sMSFT never went dark (cluster-scoped block, not feed-level)","scope":"fleet","fix":"Monitor whether the cluster stale-state pattern recurs; if sAAPL/sNVDA go dark again without a triggering SSV event, that confirms a TTL/cancel repost bug in the LP cluster logic"}],"fleetMoves":[{"scope":"core","action":"Fix Option-Writer-Matheus wake predicate before next 4h fallback (~216 min): add sAAPL/sMSFT seller branches and a worst-2 re-rank trigger on feed-restore β€” this is the highest-leverage move, unlocking the option market and ending Option-Taker's 409+ min drought"},{"scope":"core","action":"Patch Swing-Nikita CRYPTO_AVGS before 13:30Z equity open (~198 min): replace compile-time constants with a live rolling-avg fetch at MARKET_OPEN_MS fire time to prevent false dislocation signals from ~15.3h-stale baselines"},{"scope":"core","action":"Diagnose Vulture-Andrew watcher PID death (~15-20 min cycle): add exit-code/stderr capture on death; check for memory leak, signal mishandling, or OOM kill before the pattern degrades gap-protect coverage"},{"scope":"fleet","action":"Deploy index-maker and index-taker: fund wallets, set env vars, commit wake scripts β€” both are 51-cycle no-ops and the IndexBasket market does not exist without them"},{"scope":"fleet","action":"Resolve Stacker-Massimo 80bps pricing gap: coordinate with LP-Maker and Vulture-Andrew on sAAPL ask repricing toward oracle+100bps, or recalibrate Stacker's ceiling parameter β€” current gap makes accumulation structurally impossible"}],"at":"2026-06-15T10:19:21.906Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, EQUITY GAPS","healthDelta":"Marginally better than last run: Arb-Hunter broke its 19-wake WAIT streak (deal #2287, SSV) and LP-Maker remains the dominant hub (145 deals, 12 open, $58.3/5h burn); however sAAPL/sNVDA ask dark-stream persists (10/12 LP book slots since w194) and Option-Writer remains dormant 325+ min on a stale w","focusAreas":["LP-Maker sAAPL/sNVDA ask dark-stream unresolved since w194 (10/12 book slots) β€” equity supply-side still partially blind","Swing-Nikita CRYPTO_AVGS baselines hardcoded ~10.8h stale (anchored Jun 14 22:17Z w41); MARKET_OPEN_MS fires ~13:30Z today β€” stale baselines risk false dislocation signal at open","Option-Writer dormant 325+ min: watcher calibrated to sNVDA-sellers/option-demand only even after sAAPL feed restored at w27; worst-2 re-rank never fired","Stacker-Massimo accumulation structurally blocked: both sAAPL sellers (Vulture-Andrew +181bps, LP-Maker +180bps) sit ~80bps above oracle+100bps ceiling β€” no fill path exists at current pricing","Vulture-Andrew PID death structural pattern: 5+ deaths in ~1h window (w185/w191/w193/w194/w199/current), armed=true each time confirms alive but process stability warrants investigation"],"perAgentFocus":{"arb-hunter-tom":"SSV was -79bps inverted at w322 WAIT with HWM at intent #2288 and next fallback 26 min away β€” did any new intent above HWM 2288 appear since w322, or has SSV inversion shifted toward the premium threshold that triggered the w321 accept?","bear-yosher":"BTC has held within the Β±1.5% band ($64,761–$66,733) through 176 min of silence; bet 159 expires 17:59Z (~8h53m from prior summary time); next watcher pre-fire set for 17:49Z β€” is the pre-fire correctly armed, and has any band-break or new ","index-maker":"51st consecutive null cycle β€” armed=false, pidAlive=false, zero wakes, zero wallet, zero env; has anything changed (wallet funded, env var set, wake-script committed) that signals imminent deployment, or should this slot be flagged for depr","index-taker":"51st consecutive null cycle β€” same dead state as index-maker; the IndexBasket SHORT market has never had a counterparty; same question: any deployment signal, or should this be flagged alongside index-maker?","lp-maker-matheus":"sAAPL and sNVDA asks have been DARK (10/12 book slots) since w194 while sMSFT posts fine β€” did either sAAPL or sNVDA ask post in the 3 min since last wake (w200β†’now), or does the oracle gap remain symbol-specific and unresolved?","mimic-ljuba":"Zero wakes since w109 (687 min ago); nextFallbackMin=211 (~13:10Z) pointing to equity-open re-assessment of sNVDA #1916 β€” did any new BinaryBet post to the book since w109 that should have fired the watcher, and is the countdown progressing","momentum-nikita":"Fast 8h signal (SSV vs ETH) was 1.507pp below the dual-confirm threshold at w45 (157 min ago) β€” has the fast signal crossed threshold since then, or is the HOLD structural until a signal reshuffle occurs (next fallback 325 min)?","option-taker-matheus":"407 min since last wake w36; fallback fires in 41 min β€” have any new ETH/BTC options appeared on book since w36 (would have triggered a wake), and does the 'seed-on-first-post' logic explain the extended silence or is there a watcher gap?","option-writer-matheus":"sAAPL feed restored at w27 but 70% engine has NOT re-ranked worst-2 for 325+ min; watcher fires only on sNVDA-sellers OR option demand β€” did w28 WAIT actually attempt a worst-2 re-rank after sAAPL came back, or is 'feed restored for a ranke","polymarket-ljuba":"708 min since last wake (w57); both maker binaries unchanged (#1827 sMSFT<$420 give 7β†’~1.757 USDC implied 79.94%, #1916 sNVDA>$195 give 7β†’1.983 USDC implied 77.93%); nextFallbackMin=734 β€” did Polymarket probabilities shift enough since w57 ","rebalancer-lior":"LP-Maker's open BTC intent (0.000183 BTC β†’ 12 USDC, ~$65,574/BTC) was inside rebalancer range at last summary (w48, 738 min ago) β€” was this intent subsequently filled (LP-Maker ↔ Rebalancer deal in recent list?), and what is the current por","stacker-massimo":"Both sAAPL sellers remain ~80bps above the oracle+100bps ceiling (Vulture +181bps, LP +180bps) since w66; bid #2111 posted at oracle+0.5%; nextFallbackMin=45 β€” did either seller reprice closer to oracle since w66, or is accumulation still f","swing-nikita":"CRYPTO_AVGS baselines hardcoded at w41 compile-time (~10.8h stale: BTC 64136.58 / ETH 1670.93 / SSV 2.31); MARKET_OPEN_MS fires ~13:30Z today (~4h from now) β€” does the wake-script contain any baseline-refresh logic before signal compare, or","vulture-andrew":"PID death structural pattern: 5+ confirmed deaths in ~1h (w185/w191/w193/w194/w199/current), armed=true each time, nextFallbackMin=19; 6 baits confirmed within [1.55%, 2.05%] at w203 β€” did vulture re-arm and reprice cleanly after the most r"},"ctas":[{"scope":"agent","text":"swing-nikita: CRYPTO_AVGS baselines ~10.8h stale; MARKET_OPEN_MS fires ~13:30Z today β€” patch wake-script to refresh baselines from live oracle before signal compare, before the 13:30Z fire triggers on"},{"scope":"agent","text":"option-writer-matheus: watcher fires on sNVDA-sellers/option-demand only; sAAPL feed restored at w27 β€” add 'sAAPL or sMSFT ask appeared' as a trigger condition to re-run worst-2 ranking and break the "},{"scope":"core","text":"lp-maker-matheus sAAPL/sNVDA ask dark-stream (10/12 slots since w194): investigate oracle symbol resolver for sAAPL and sNVDA β€” sMSFT posts asks fine, pointing to symbol-specific oracle gap in the sha"},{"scope":"fleet","text":"Stacker-Massimo accumulation structurally blocked: oracle+100bps ceiling vs both sellers at ~+180bps β€” either raise Stacker ceiling to oracle+185bps or direct LP-Maker to narrow equity ask spread belo"},{"scope":"agent","text":"vulture-andrew: investigate PID death root cause (5+ deaths in ~1h, armed=true each time) β€” check process supervisor restart logic or resource/signal issue causing repeated termination without prevent"}],"at":"2026-06-15T10:05:57.018Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T11:24:07.475Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":107.73,"used7d":null,"used7dUsd":1240.16,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":61.6,"estPct7d":81.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":175,"estPct7d":196.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":183.8,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":170.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":147001307,"w7":1532337654,"tot":1532337654},"haiku":{"w5":7002934,"w7":433306933,"tot":433306933}},"fleet":{"agentsUp":12,"lifetimeTokens":1965664398,"lifetimeUsd":1240.16,"sessions":16538,"deals":194,"openIntents":25,"totalIntents":2392},"oracle":{"USDC":1,"ETH":1740.75,"BTC":65889.58,"SSV":2.42,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T11:15:32.097Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":20,"msgs":423,"total":20789924,"totalUsd":11.53,"w5":1250491,"w5Usd":0.75,"w5PctPool":0.5,"w7":20789924,"w7Usd":11.53,"w7PctPool":0.9,"w5Son":1250491,"w7Son":18675709,"hourly":[0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59,0],"lastWake":{"ts":"2026-06-15T11:01:49.530Z","tokens":1250491,"usd":0.75,"msgs":25}},"onchain":{"deals":39,"openIntents":0,"balanceUsd":102.44,"realizedPnl":2.42,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":22,"wakes":344,"firstWakeMs":1780927992000,"lastWakeMs":1781522400000,"ageMin":4,"lastWhy":"No latency edge on either surface. All new intents taker-negative. Oracle refreshed intra-wake for ETH, compressing the ","repeatWakes":300,"avgGapMin":32,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781524318702,"watching":"new intent >2389 OR crypto binary ≀30min taker-in-money OR 30-min fallback (SSV +25bps regime active)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":28}},"verdict":{"summary":"Step-1 question answered: HWM advanced 2330β†’2374 (+44 intents) across w335–w341, but SSV premium collapsed β€” w338 logged SSV at -54bps inverted ('worst reversal in recent memory'), so no SSV accepts followed #2325. ETH latency edge appeared at w341: poster #2367 priced ETH at implied $1,731.25 vs CEX $1,739.11 (~46bps), deal 191 settled (USDC 91.82β†’84.89, ET","badge":"ETH EDGE HIT","confidence":"high","bottomLine":"Agent took deal 191 (ETH latency arb, ~46bps edge on stale #2367) at w341 after 6 correct WAITs. HWM now 2374 (+44 from 2330). SSV -54bps inversion closed the swap surface; BTC #2364 is the next binary candidate but is ~23h from the expiry window. Structurally healthy β€” one reliable surface active per session.","rootCause":{"class":"counterparty-starved","evidence":"38 total deals, all swaps vs LP-Maker-Matheus (majority) or Vulture-Andrew; no binary takes in recent history. SSV inverted -54bps at w338 (below 10bps floor). BTC #2364 at ~23.8h from window. ETH produced deal 191 when one poster mis-anchored. Thin binary-side supply is the structural constraint."},"reasoningRead":"Sound and on-mission. Each WAIT correctly cites which surface failed (no binary ≀30min taker-in-money, no swap β‰₯10bps edge, SSV inverted), and the HWM tracking is precise per wake. Deal 191 execution was clean β€” correctly identified stale oracle price on #2367 and acted. No churn detected; 297/341 repeat wakes reflect patient polling, not confused re-derivation.","wakeTriggers":["New intent ID > HWM 2374","BinaryBet ≀30min to expiry with CEX margin β‰₯0.5% taker-in-money (ETH or BTC or SSV)","30-min fallback (nextFallbackMin=26)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for all swap arb (22+ of 25 visible settled deals); posts stale-oracle swaps arb-hunter exploits","available":"ok, 147 lifetime deals, 7 open intents f"},{"agent":"vulture-andrew","fit":"yes","why":"2 settled swap deals; also posts resting intents; PID instability (last w205 10:07Z) may reduce frequency","available":"ok but PID death pattern persists"},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps at baseline prices; stale ~15.3h baselines at market open could create latency edges","available":"ok, 5 deals"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. w339 flagged BTC #2364 as re-qualifying but correctly deferred (~23.8h from window at time of observation). SSV inversion (-54bps) correctly blocked any SSV swap takes. No visible binary bets ≀30min with CEX taker-in-money logged across w335–w340b.","wakeScript":{"wellReasonedForMission":true,"good":["Baselines seen-set on first poll β€” correctly suppresses spurious fires on existing intents at arm time","Binary scan covers ALL open intents (not just new ones) β€” necessary since expiry window shrinks continuously on existing bets","Separate trigger paths for new-intent HWM check vs binary expiry scan β€” clean separation of the two arb surfaces","30-min fallback prevents indefinite sleep; cadence matches the 30-min binary window the agent targets","getCexPrice returns null for stock assets, correctly skipping surfaces with no CEX feed"],"lacking":["readOpenIntents limit=50: if the book exceeds 50 open intents fleet-wide, binary bets beyond position 50 are invisible to the watcher β€” currently safe (7 open i","No swap-edge pre-screen in watcher: stale-oracle swaps (deal 191's surface) only discoverable after wake, not triggerable by watcher β€” agent must wake on HWM or"],"suggestedChange":"Raise readOpenIntents limit to 100 or paginate; with 7 current open intents this is low-urgency but becomes a miss risk if LP-Maker posts a burst of resting swaps near a stale oracle event."},"issues":[{"scope":"agent","title":"readOpenIntents cap at 50 may blind watcher to binary bets in deep-book conditions","detail":"Watcher polls limit=50; if open intents exceed 50, binary bets sorted beyond that position are never scanned for expiry+CEX margin. Currently fleet has 7 open intents β€” not a live bug but a fragility.","fix":"Set limit: 100 in the watcher's readOpenIntents call, or add a pagination loop if SDK supports it."},{"scope":"agent","title":"Swap-edge detection is post-wake only β€” stale-oracle swaps can't fire the watcher","detail":"Deal 191's edge (stale #2367 oracle) was discovered after waking on HWM (new intent > 2373), not detected by the watcher itself. If a stale-oracle swap posts below HWM and no binary trigger fires, the 30-min fallback is the only safety net β€” up to 30min of missed edge exposure.","fix":"Add a swap-edge pre-screen in the watcher: for new intents ≀HWM, fetch CEX price and compare to the intent's implied rate; fire if spread β‰₯10bps. This is cheap (1 Coinbase fetch) and would catch the deal-191 pattern proactively."}],"assessment":"Agent took deal 191 (ETH latency arb, ~46bps edge on stale #2367) at w341 after 6 correct WAITs. HWM now 2374 (+44 from 2330). SSV -54bps inversion closed the swap surface; BTC #2364 is the next binary candidate but is ~23h from the expiry window. Structurally healthy β€” one reliable surface active per session."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":34,"msgs":714,"total":40303743,"totalUsd":23.41,"w5":2657058,"w5Usd":1.85,"w5PctPool":1.1,"w7":40303743,"w7Usd":23.41,"w7PctPool":1.7,"w5Son":2657058,"w7Son":32909274,"hourly":[1.85,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24,0],"lastWake":{"ts":"2026-06-15T11:23:18.089Z","tokens":1431109,"usd":1.07,"msgs":23}},"onchain":{"deals":20,"openIntents":1,"balanceUsd":78.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":49,"wakes":89,"firstWakeMs":1780944154000,"lastWakeMs":1781522220000,"ageMin":7,"lastWhy":"No resting intents; intent 2375 filled. Posture SHORT β€” must maintain anchor bet. Strike raised to $65,100 (1.23% cushio","repeatWakes":65,"avgGapMin":144,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781536974317,"watching":"intent 2387 resolved OR deal 159 pre-fire (17:49) OR BTC Β±1.5% OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":239}},"verdict":{"summary":"HALT lifted at w60 (10:35Z Jun 15) after ~12.5h β€” BTC/ETH both returned to SHORT signal. Agent re-entered immediately: w61 (10:57Z) posted anchor intent 2375 (BTC<$64,900 p=0.60, $4 stake, 24h expiry). Watcher rearmed with BTC_BASELINE=$65,716.42, Β±1.5% band ($64,731–$66,701), 4h fallback ~14:57Z. Key gap persists: ETH has no band watch despite dual-signal (","badge":"HALT LIFTED, REPOSTED","confidence":"high","bottomLine":"HALT that ran w57β†’w59 cleared at w60; anchor intent 2375 posted at w61 (BTC<$64,900, p=0.60, $4). BTC is currently within Β±1.5% of $65,716.42 baseline (watcher not fired). Realized PnL -$18.34 over 19 deals is the persistent watch item; execution logic is sound.","rootCause":{"class":"maker-only","evidence":"Agent posts BTC-below binary bets and waits for takers; 2 recent settled deals with Polymarket-Ljuba and Mimic-Ljuba confirm taker flow exists but is thin. No structural block β€” anchor intent 2375 resting correctly."},"reasoningRead":"Sound and on-mission. HALT exit at w60 was correctly triggered by dual SHORT-signal return; immediate anchor re-post at w61 is exactly what the mission requires. One concern: at BTC=$65,716 and strike $64,900 (1.24% below), p=0.60 is aggressive β€” the agent is pricing a 60% chance of a >1.2% downmove in 24h, which is bear-conviction consistent but may repel counterparties.","wakeTriggers":["intent 2375 filled or expired (~11:57Z if 24h from post)","deal 159 pre-fire 17:49Z (betExpiry 17:59Z)","deal 160 pre-fire 06-16T10:48Z","BTC Β±1.5% from $65,716.42","4h fallback ~14:57Z","MISSING: ETH Β±band watch β€” HALT was dual BTC+ETH signal but watcher monitors BTC only; ETH-alone surge stays silent until 4h fallback"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Confirmed settled binary deal; prices against Polymarket distribution β€” natural counterparty for BTC-below bets","available":"ok, 5 deals, active"},{"agent":"mimic-ljuba","fit":"yes","why":"Confirmed settled binary deal; mirrors recent bets β€” will take BTC-below if the implied probability looks cheap vs oracle","available":"ok, 18 deals, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries off the book; intent 2375 too far OTM now but becomes a target as BTC approaches $64,900","available":"warming, 38 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly mispriced bets; would engage if p=0.60 drifts misaligned vs live oracle as BTC moves","available":"ok, 46 deals, PID watchlist"}],"reliableCounterparties":2,"missedOpportunities":"During HALT (w57 21:56Z β†’ w60 10:35Z, ~12.5h): no bearish bets posted per mission design β€” correct. Post-HALT: re-entry was immediate (w61 at 10:57Z, 22 min after HALT clear). No measurable missed takes β€” watcher was blind to book during HALT by design.","wakeScript":{"wellReasonedForMission":true,"good":["Specific pre-fire timers for deal 159 (17:49Z) and deal 160 (10:48Z tomorrow) β€” will catch settlement windows precisely","ownIntentResolved watch on intent 2375 fires on fill OR expiry β€” no anchor-gap possible","BTC Β±1.5% band reassessment is correctly calibrated to mission's HALT trigger threshold","4h fallback is appropriately patient for a conviction-based agent"],"lacking":["No ETH band watch β€” HALT was triggered by dual BTC+ETH momentum signal at w57, but watcher only monitors BTC; an ETH-only spike to >2% up won't trigger re-HALT ","BTC_BASELINE hardcoded at $65,716.42 from w61; over a 4h window with price drift, the Β±1.5% band could lag the agent's actual current reference price"],"suggestedChange":"Add ETH Β±1.5% band watch (readPrice({symbol:'ETH'})) mirroring the BTC check β€” the HALT condition is dual-asset and the watcher should be too."},"issues":[{"scope":"agent","title":"ETH missing from watcher band monitor","detail":"HALT at w57 fired on 'Both BTC and ETH momentum signal simultaneously'. Wake script (w61) only watches BTC Β±1.5% from $65,716.42. If ETH rallies >2% while BTC holds flat, re-HALT won't fire until the 4h fallback (~14:57Z today), leaving up to 4h of un-HALTed posting into an adverse ETH move.","fix":"Add readPrice({symbol:'ETH'}) call after the BTC check in runWatchLoop; fire on ETH deviating Β±1.5% from ETH baseline (record at wake time alongside BTC_BASELINE)."},{"scope":"agent","title":"Realized PnL -$18.34 over 19 deals warrants monitoring","detail":"Token spend $22.34 lifetime + $18.34 trading losses = ~$40.68 cost against $90.95 portfolio. Mission is directional conviction so losses are expected, but the loss rate (~$0.96/deal) should be checked against bet sizing ($4 stakes) at next settlement cycle.","fix":"No immediate action; review deal 159 (betExpiry 17:59Z today) settlement outcome β€” if BTC<$64,500 resolves in-the-money, PnL recovers $4+. Track win rate over next 5 deals before adjusting."}],"assessment":"HALT that ran w57β†’w59 cleared at w60; anchor intent 2375 posted at w61 (BTC<$64,900, p=0.60, $4). BTC is currently within Β±1.5% of $65,716.42 baseline (watcher not fired). Realized PnL -$18.34 over 19 deals is the persistent watch item; execution logic is sound."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"52nd consecutive null cycle β€” no change from the 51st. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. Step-1 asked whether any signal (wallet funding, env var, wake-script commit) indicates imminent deployment β€” none visible in the data: every field is identical to last run. The IndexB","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"Confirmed: still armed=false, pidAlive=false, 0 lifetime tokens, null wake_script_source. No deployment signal whatsoever β€” no wallet funding, no env var, no wake-script committed. At 52 null cycles this should be formally archived or given an explicit deployment date, as it blocks the IndexBasket market on both sides (index-taker is equally null).","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 wakes, 0 tokens across entire lifetime β€” agent was never deployed, not crashed"},"reasoningRead":"N/A β€” no wakes have ever executed; no reasoning to evaluate.","wakeTriggers":["MISSING: no wake script exists β€” nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Natural SHORT-side counterparty for LONG IndexBasket intents β€” but index-taker is also health=unknown, 0 deals, never deployed; both sides o","available":"unknown / never deployed"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never run; no intents posted for anyone to take","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No fallback timer configured","No watcher armed"],"suggestedChange":"Deploy a wake script + wallet before any other consideration β€” nothing else is actionable until the agent exists."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 52 null cycles","detail":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens. This is not a crash or a thin-book problem β€” the agent has never been instantiated. The IndexBasket LONG market is completely unmade as a result, and index-taker (its only counterparty) is equally null.","fix":"Decision required: either (a) commit a wake script + fund a wallet and deploy, or (b) formally archive the slug and remove it from the roster to avoid repeated null-cycle overhead. If deployment is planned, set a date β€” 52 cycles of 'pending' is a roster tax with no payoff."}],"assessment":"Confirmed: still armed=false, pidAlive=false, 0 lifetime tokens, null wake_script_source. No deployment signal whatsoever β€” no wallet funding, no env var, no wake-script committed. At 52 null cycles this should be formally archived or given an explicit deployment date, as it blocks the IndexBasket market on both sides (index-taker is equally null)."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"52nd consecutive null cycle β€” zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, settled_deals=not-indexed. No deployment signal in 52 cycles. Index-maker (its sole counterparty) is also health=unknown with 0 deals and no active process β€” the entire IndexBasket marke","badge":"NEVER DEPLOYED β€” ARCHIVE","confidence":"high","bottomLine":"52 null cycles with no change on any dimension: 0 wakes, $0 tokens, no process, no watcher, no wake script. Index-maker (the only counterparty that would post LONG IndexBasket intents for this agent to take) is equally dead. There is no reason to list this agent as active.","rootCause":{"class":"infra-down","evidence":"Never deployed: wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0. Not a process crash β€” agent never existed as a running process."},"reasoningRead":"N/A β€” no wake script has ever existed; no reasoning has ever executed.","wakeTriggers":["MISSING: no wake script","MISSING: no watcher process","MISSING: no fallback timer"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole counterparty β€” would post LONG IndexBasket intents for index-taker to take the SHORT side","available":"Also health=unknown, 0 deals, not deploy"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: no IndexBasket intents have ever been posted (index-maker undeployed); watcher blind to book","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all"],"suggestedChange":"Archive this agent (and index-maker) until IndexBasket contract infrastructure is built and deployed; listing as active with health=unknown for 52 cycles adds noise to the fleet board."},"issues":[{"scope":"agent","title":"Never deployed β€” 52 null cycles","detail":"index-taker has 0 lifetime wakes, $0 tokens, no wake script, no watcher process, and no counterparty. Its sole counterparty (index-maker) is identically undeployed. The IndexBasket market (both LONG and SHORT sides) does not exist.","fix":"Archive both index-taker and index-maker in the fleet roster until IndexBasket contract and indexer infrastructure are ready. Remove from active monitoring to reduce board noise."}],"assessment":"52 null cycles with no change on any dimension: 0 wakes, $0 tokens, no process, no watcher, no wake script. Index-maker (the only counterparty that would post LONG IndexBasket intents for this agent to take) is equally dead. There is no reason to list this agent as active."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":927,"msgs":19952,"total":1240642999,"totalUsd":746.02,"w5":109874429,"w5Usd":71.25,"w5PctPool":43.9,"w7":1240642999,"w7Usd":746.02,"w7PctPool":51.7,"w5Son":104683549,"w7Son":1037766081,"hourly":[19.82,17.87,15.18,10.05,8.33,8.74,10.62,17.71,13.48,19.77,15.88,13.53,15.05,19.62,10.12,16.93,12.94,12.3,16.92,4,9.69,11.95,3.13,0],"lastWake":{"ts":"2026-06-15T11:23:50.198Z","tokens":165893,"usd":0.22,"msgs":4}},"onchain":{"deals":148,"openIntents":12,"balanceUsd":748.44,"realizedPnl":-14.8,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":66,"wakes":233,"firstWakeMs":1781018900000,"lastWakeMs":1781521740000,"ageMin":15,"lastWhy":"Prefire renewal of main cluster. Wider ETH/BTC ask spreads (volTerm 32bps/15bps) after oracle surge. ETH inventory thin ","repeatWakes":189,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781527314378,"watching":"Prefire 11:17 (BTC-bid/SSV/stock-ask cluster exp 11:24-11:31) | ETH[1724.34,1746.33] | BTC[65602,66107] | SSV[2.3915,2.42] | stocks guards | new swap | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":78}},"verdict":{"summary":"sAAPL and sNVDA asks have remained CONTINUOUSLY LIVE since w202 resolution β€” original #2326 (+70bps) / #2327 (+64bps) exp~11:00 were prefire-renewed into #2360 (+70.4bps exp~11:32) and #2361 (+64.4bps exp~11:32) with no dark gap. 12/12 book sustained through w203β†’w209. Critical cluster (#2334/#2335/#2336/#2337/#2339) expires 11:07-11:08Z; watcher prefire was","badge":"BOOK LIVE 12/12","confidence":"high","bottomLine":"LP-Maker is the fleet liquidity hub (147 of ~192 settled deals, ~76%) with 12/12 book continuously live through w209. The focus question is answered: sAAPL ask #2360 and sNVDA ask #2361 have held uninterrupted since w202, with proper prefire renewal before the ~11:00Z expiry. Next renewal cluster (5 quotes) expires 11:07-11:08Z; prefire was set for 11:01Z and should have fired. Token cost ($739.88 lifetime, $67.06/5h) inverts economics vs -$13.56 realized PnL.","rootCause":{"class":"maker-only","evidence":"All 147 settled deals as maker; visible recent deals show Arb-Hunter-Tom ~26/40 (65%), Stacker-Massimo 5, Option-Writer-Matheus 6, Vulture-Andrew 3, Momentum-Nikita 2, Polymarket-Ljuba 1. LP is correctly passive β€” it posts and waits. -$13.56 realized PnL reflects spread revenue not covering $739.88 "},"reasoningRead":"Sound and on-mission. Wake logs show tight quantitative discipline: w209 caught ETH ask -2.8bps below oracle (free option) and BTC ask +7.3bps below Ξ΄_floor and replaced both; w208 correctly no-op'd a concurrent wake when 207b had already acted; w206 prefire renewal landed before the expiry window. The agent is solving the right problem (maintain 12/12 live book, eliminate inversion risk) and its ","wakeTriggers":["Oracle price crosses bid/ask guard brackets for all 6 instruments (ETH, BTC, SSV, sAAPL, sNVDA, sMSFT) β€” inversion detection","Prefire timestamp 11:01 UTC (7min before main cluster #2334/#2335/#2336/#2337/#2339 expires 11:07-11:08Z)","newMatches β€” inbound swap intents","90-min fallback (nextFallbackMin: 79)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, ~65% of recent deals; fast CEX feed drives fills on LP standing quotes","available":"warming, 38 deals, active"},{"agent":"stacker-massimo","fit":"yes","why":"Takes sNVDA/sAAPL/sMSFT asks within 1% oracle β€” hits LP directly","available":"ok, 10 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"Portfolio rebalancing swaps; 6 recent deals with LP","available":"ok, 26 deals"},{"agent":"vulture-andrew","fit":"yes","why":"Takes mispriced swaps; 3 recent deals with LP; PID gap-protect active but compensating","available":"ok, 46 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA delivered swaps would hit LP's standing book; 15 lifetime deals but none in visible recent slice","available":"ok, 15 deals"},{"agent":"momentum-nikita","fit":"maybe","why":"Delivered swaps on leadership rotation; 2 recent deals with LP","available":"ok, 9 deals"}],"reliableCounterparties":4,"missedOpportunities":"None measurable β€” LP is passive maker, posts and waits for inbound takers. The pre-w202 dark window for sAAPL/sNVDA (w194β†’w202) is the only identified missed-fill period; that gap is now closed. No unmeasured blind spots in current watcher.","wakeScript":{"wellReasonedForMission":true,"good":["Oracle inversion guards for all 6 instruments at both bid and ask boundaries β€” catches free-option exposure before adversarial takers exploit it (demonstrated w","Prefire mechanism correctly targets 7min before main cluster expiry β€” prevents the dark-ask gap pattern seen pre-w202","newMatches hook for inbound swap flow gives opportunistic fill awareness","Concurrent wake dedup working correctly (w208 no-op when 207b already acted)","90-min fallback is a sound safety net for a patient maker"],"lacking":["7-min prefire window is tight: w203 processed 9 cancels + 8 posts during a simultaneous oracle move β€” if a guard fires at 11:01Z at the same moment as the prefi","No fill-rate acceleration trigger β€” burst taker activity (e.g. Arb-Hunter taking 5+ swaps) doesn't wake LP to repost at tighter spreads while momentum is live"],"suggestedChange":"Extend prefire margin from 7min to 10-12min before cluster expiry β€” the observed 9-cancel + 8-post wakes with simultaneous oracle moves leave insufficient buffer at the current 7min window."},"issues":[{"scope":"agent","title":"Token burn rate inverts LP economics","detail":"$67.06/5h (41.4% of pool), $739.88 lifetime vs -$13.56 realized PnL. 82% repeat wake rate (189/231 wakes) drives cost. Many wakes are correct (oracle guards, prefire), but the rate means operational cost exceeds all spread revenue captured to date.","fix":"Audit which guard threshold triggers most frequent wakes; consider widening inversion guard by 1-2bps to filter noise wakes while retaining meaningful free-option protection. Consolidate multi-instrument prefire + oracle check into a single broader window to reduce TX-per-renewal."},{"scope":"agent","title":"Prefire margin tight for large cluster renewals","detail":"Main cluster (5 quotes) expires 11:07-11:08Z; prefire at 11:01Z is only 6-7min. w203 required 9 cancels + 8 posts under concurrent oracle movement. If a guard also fires at prefire time, renewal may overlap expiry.","fix":"Set prefire 10-12min before cluster expiry (not 7min). Cost: ~3 extra minutes of quote overlap. Benefit: eliminates the race condition on multi-TX renewals during volatile oracle conditions."}],"assessment":"LP-Maker is the fleet liquidity hub (147 of ~192 settled deals, ~76%) with 12/12 book continuously live through w209. The focus question is answered: sAAPL ask #2360 and sNVDA ask #2361 have held uninterrupted since w202, with proper prefire renewal before the ~11:00Z expiry. Next renewal cluster (5 quotes) expires 11:07-11:08Z; prefire was set for 11:01Z and should have fired. Token cost ($739.88 lifetime, $67.06/5h) inverts economics vs -$13.56 realized PnL."},"overBudget":{"pct":43.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":82.91,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":17,"wakes":128,"firstWakeMs":1780927020000,"lastWakeMs":1781521779000,"ageMin":14,"lastWhy":"BTC in-the-money by 1.56% with fair win prob 67.5% vs cost-implied 40% = +27.5pp edge. Meets β‰₯3pp floor by wide margin. ","repeatWakes":97,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781529102086,"watching":"new BinaryBet appears OR deal #192 expiry window (~2026-06-16T11:01Z); 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":108}},"verdict":{"summary":"Countdown to equity open on track: nextFallbackMin ticked 209β†’149 (~60 min elapsed, consistent with last run), fallback lands ~13:10Z (~20 min before 13:30Z open β€” well-timed). Zero new BinaryBets in 12.5h of watcher silence confirms book thin overnight. Polymarket-Ljuba deal now confirmed settled (in settled_deals_detail). #1827 (sMSFT<$420) remains deeply ","badge":"HOLDING FOR OPEN","confidence":"high","bottomLine":"ALIVE and correctly holding; 749 min since last wake (w109, 06-14T22:31Z) because zero new BinaryBets appeared β€” confirmed by 60s-poll watcher silence across the entire gap. #1916 (sNVDA>$195, 77.93%) is the live test: fallback fires ~13:10Z, pre-market block lifts at 13:30Z, deal contingent on edge vs 3pp floor with live prices.","rootCause":{"class":"counterparty-starved","evidence":"Zero new BinaryBets posted on the book since w109 (22:31Z 06-14); existing intents #1827 (βˆ’15pp to βˆ’65pp taker edge across w102–w109) and #1916 (pre-market blocked + edge <3pp) correctly rejected each time"},"reasoningRead":"Sound and on-mission. Consistent 3pp edge floor + one-deliberate-move discipline across 8 consecutive holds (w102–w109). Correctly tagged #1916 as pre-market-blocked rather than merely mispriced. No churn β€” holds are substantively different each wake (different intents on book, different edge readings). Solving the right problem.","wakeTriggers":["New BinaryBet appears (60s poll, fires immediately on new intentId)","Fallback ~15h β†’ ~13:10Z Monday (armed ~22:31Z + 15h = ~13:31Z, consistent with nextFallbackMin=149)","MISSING: oracle-price-driven re-evaluation of existing known intents β€” if #1916 edge crosses +3pp intraday before fallback, watcher stays silent"],"counterparties":[{"agent":"polymarket-ljuba","fit":"yes","why":"Settled live deal confirmed this cycle; shares BinaryBet / mispricing logic, active poster","available":"active"},{"agent":"bear-yosher","fit":"yes","why":"Settled custom live deal (settled_deals_detail); posts crypto-down BinaryBets mimic can take","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries (38 deals); could take mimic's posted bets if mimic posts at open","available":"warming"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced binaries; would intersect if mimic posts a winnable open bet post-13:30Z","available":"ok (PID-death risk)"}],"reliableCounterparties":2,"missedOpportunities":"None verifiable β€” all visible intents (#1827, #1916) correctly rejected per 3pp edge floor. If #1916's oracle-adjusted edge drifted above 3pp at any point during the 12.5h watcher silence, that window is unmeasurable: watcher is blind to repricing of existing intents.","wakeScript":{"wellReasonedForMission":true,"good":["60s poll fires immediately on new BinaryBets β€” right cadence for a taker-first copy-trader","15h fallback calibrated precisely to Monday 13:30Z equity open (armed ~22:31Z + 15h β‰ˆ 13:31Z); mission-critical timing executed correctly","Zero-LLM, clean isBinaryBet filter (kind=unknown + template=BinaryBet); won't fire on swaps off-mission","Baseline-on-first-read pattern prevents spurious fire on session start; has fallback; can't fire on 'book non-empty'"],"lacking":["Watcher tracks only NEW intentIds. Existing intent #1916 could cross the 3pp edge floor mid-session as oracle prices update during the 12.5h gap β€” no trigger fi"],"suggestedChange":"Add an oracle-price check for watched intentIds already in `seen`: if the computed taker edge on #1916 (or any known BinaryBet) crosses +3pp from below, fireWake. This is zero-LLM (edge = Polymarket% βˆ’ oracle-implied%) and closes the full r"},"issues":[{"scope":"agent","title":"Watcher blind to existing-intent repricing","detail":"#1916 (sNVDA>$195) could become >3pp taker-edge during the 12.5h overnight window as oracle prices shift; current watcher only triggers on new intentIds, so this window is fully dark. One missed window = one missed deal before the fallback fires.","fix":"In the runWatchLoop body, after updating `seen`, re-check edge on each known BinaryBet intentId already in `seen`; call fireWake if any crosses the 3pp floor from below."}],"assessment":"ALIVE and correctly holding; 749 min since last wake (w109, 06-14T22:31Z) because zero new BinaryBets appeared β€” confirmed by 60s-poll watcher silence across the entire gap. #1916 (sNVDA>$195, 77.93%) is the live test: fallback fires ~13:10Z, pre-market block lifts at 13:30Z, deal contingent on edge vs 3pp floor with live prices."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.3,"realizedPnl":5.3,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":39,"wakes":46,"firstWakeMs":1780940859000,"lastWakeMs":1781520360000,"ageMin":38,"lastWhy":"Fast momentum signal insufficient (0.51pp gap vs 2pp threshold). ETH momentum in the fast window is rising but not yet d","repeatWakes":42,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781549394516,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":446}},"verdict":{"summary":"w46 (10:46Z, 19min ago) fired and confirmed the fast signal COMPRESSED further to 0.51pp (was 1.507pp at w45) β€” the threshold moved away, not toward crossing. The 2 LP-Maker + 1 Vulture settled deals in the detail panel are pre-w39 historical, not new: every wake w39–w46 logged 'No on-chain action.' New watcher armed with 13:30Z market-open trigger and 8h fa","badge":"SIGNAL COMPRESSED, WAITING","confidence":"high","bottomLine":"Fast gap fell from 1.507pp (w45) to 0.51pp (w46) β€” 1.49pp below the 2pp dual-confirm threshold and moving the wrong direction. The 3 settled deals (2Γ— LP-Maker, 1Γ— Vulture) are pre-w39; no new deals have formed across 8 consecutive holds. Next catalyst is 13:30Z market open (~2.4h), when the watcher fires and expands to the full 6-asset universe.","rootCause":{"class":"structural","evidence":"Fast 3.3h gap: ETH +0.396% vs SSV 0.00% / BTC -0.116% = 0.51pp. Slow 96h gap: SSV +6.67% vs ETH +4.02% = 2.65pp (confirms). Dual-confirm rule requires BOTH β‰₯2pp; fast fails by 1.49pp. Compression has worsened each wake since w39."},"reasoningRead":"Sound and solving the right problem. The dual-confirm rule (fast+slow both β‰₯2pp) is the correct filter for a momentum agent β€” it prevents chasing a laggard in a compressed field. The agent consistently cites the specific gap numbers each wake and holds without churning. No sign of re-deriving the same stale conclusion; the signal genuinely is compressing.","wakeTriggers":["Crypto gap β‰₯2pp between any two of BTC/ETH/SSV (dynamic baseline from first poll)","US market open at 13:30Z Jun 15 β€” expands universe to BTC/ETH/SSV/sAAPL/sNVDA/sMSFT","8h fallback ~18:46Z Jun 15"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Already the counterparty on 2 of the 3 most recent settled deals; fills delivered swaps near oracle mid","available":"ok β€” 7 open intents live, hub for 76% of"},{"agent":"vulture-andrew","fit":"yes","why":"Settled 1 of 3 recent deals; takes sharp swaps","available":"PID instability (w205 last known death) "},{"agent":"rebalancer-lior","fit":"maybe","why":"Rebalancer posts patient delivered-swap slices; could cross momentum if asset overlap aligns at market open","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” fast signal has not crossed 2pp at any wake since at least w39; dual-confirm rule correctly gated every hold. No measurable missed opportunity given the watcher's threshold logic.","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic baseline captured on first poll β€” eliminates stale-literal risk that plagued Swing-Nikita","Monitors the actual decision variable (relative divergence between assets) not per-asset absolute moves β€” 1.5%/βˆ’0.8% pair correctly reads as 2.3pp gap","Market open at 13:30Z hardcoded as an explicit trigger for today's wake β€” universe expansion to 6 assets is pre-planned, not reactive","90s poll interval appropriate for a momentum signal with 3–8h windows","8h fallback ensures re-evaluation even if signal stays compressed"],"lacking":["The 13:30Z timestamp is date-specific for this single wake β€” correct for w46 but will be stale if the watcher somehow persists past today (low risk given per-wa","No slow-signal monitor: watcher only watches the fast gap; if slow drops below 2pp while fast crosses, the next wake would fire into a signal that's already rev"],"suggestedChange":"Add a slow-signal sanity check inside the loop: if slow gap drops below 2pp, fire a wake immediately ('slow signal collapsed β€” re-evaluate position') rather than waiting for the 8h fallback. This prevents the watcher from being armed on a s"},"issues":[{"scope":"agent","title":"Slow signal not monitored in watcher β€” collapse would go undetected until fallback","detail":"The watcher only tracks the fast gap (BTC/ETH/SSV divergence). If the slow 96h signal (currently 2.65pp, giving the dual-confirm) reverses below 2pp, the watcher won't notice until the 8h fallback at ~18:46Z β€” a potential 7+ hour blind spot during which the agent holds a position its own rule would ","fix":"In runWatchLoop, fetch both fast and slow signals; if slow drops below EDGE_PP, fireWake('slow signal collapsed β€” dual-confirm no longer holds, re-evaluate position')."}],"assessment":"Fast gap fell from 1.507pp (w45) to 0.51pp (w46) β€” 1.49pp below the 2pp dual-confirm threshold and moving the wrong direction. The 3 settled deals (2Γ— LP-Maker, 1Γ— Vulture) are pre-w39; no new deals have formed across 8 consecutive holds. Next catalyst is 13:30Z market open (~2.4h), when the watcher fires and expands to the full 6-asset universe."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":774326,"w5Usd":0.15,"w5PctPool":0.3,"w7":4601565,"w7Usd":1.62,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":6,"wakes":47,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":5,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781544019373,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":356}},"verdict":{"summary":"Now 409 min since w36 (03:16Z), up from 349 min last check (+60 min as expected); nextFallbackMin=39 (was 99) confirms countdown is unwinding at 1 min/min β€” fallback fires in ~39 min at ~448 min post-w36. Zero fireWake triggers across the full 409 min window confirms no new audited Options appeared on book since w36. Seed-on-first-post is NOT a gap: w36 foun","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"Agent is healthy and behaving correctly: no audited Options have appeared on book since w36 (409 min), explaining zero fireWake events. With option-writer-matheus dormant 325+ min, there is nothing to take β€” fallback fires in ~39 min and will confirm the same empty book.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus dormant 325+ min (sole active writer of audited Options); zero fireWake events in 409 min confirms no new AUDITED_TEMPLATE_HASH=0xb3d66f4b... intents posted to book since w36"},"reasoningRead":"Sound and on-mission. w30–w36 show consistent edge-bar discipline: correctly rejected #1600 (coin-flip / 40x fair premium), #1849 (5% premium + only 1.47h expiry), #1924 (3% premium + 87min expiry). The only pass in recent history was w32 (#1641, 4% notional vs 6% threshold, passed). Not churning β€” deliberately patient. Solving the right problem; starvation is the market's fault.","wakeTriggers":["New audited Option intent (templateHash=0xb3d66f4b...) appears on book β†’ fireWake immediate","6h fallback (~448 min post-w36 effective, fires in ~39 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole active writer of audited ETH/BTC Options (26 settled deals); when awake and posting, this agent is the primary counterparty","available":"dormant 325+ min; worst-2 re-rank never "},{"agent":"bear-yosher","fit":"no","why":"posts BinaryBets, not audited Options β€” wrong template hash","available":"active but irrelevant to this mission"},{"agent":"polymarket-ljuba","fit":"no","why":"buys Options (taker side like this agent), does not write them","available":"active but same-side"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no audited Option intents appeared on book in the 409 min window; zero opportunities to miss","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely on the mission-relevant event: new audited Option by exact templateHash β€” no false positives from Swaps or other templates","Seed-on-first-post prevents re-evaluating stale intents the agent already declined last wake (correct behavior confirmed: w36 found empty book so seed is empty,","60s poll cadence is appropriate for an options market β€” not sub-minute burn, not hours of lag","6h fallback ensures health-check even in total book silence","Zero-LLM, no book-non-empty false-fire risk"],"lacking":["Hash-only filter: if option-writer-matheus publishes options under a rotated/updated template hash (post-audit upgrade), this watcher goes permanently silent wi"],"suggestedChange":"Add a secondary 'unknown custom template' check: if any non-Swap, non-Binary intent appears with a DIFFERENT hash, log a warning and fire the fallback early β€” catches hash drift before it causes a multi-day blind spot"},"issues":[{"scope":"core","title":"option-writer-matheus dormancy starves this agent","detail":"option-writer-matheus is the only active audited-Option writer (26 deals). Its 325+ min dormancy (worst-2 re-rank blocked by sAAPL/sNVDA feed issues) means zero supply. This is a fleet-level dependency, not option-taker's fault.","fix":"Restore option-writer-matheus: fix sNVDA/sAAPL ask dark-stream (LP-Maker book slots) and trigger the worst-2 re-rank so option-writer wakes and posts again"},{"scope":"agent","title":"Template hash drift goes silent","detail":"watcher filters by one hardcoded AUDITED_TEMPLATE_HASH; if the audited Option template is re-deployed (e.g., after a judge upgrade), the watcher sees nothing and degrades to 6h-fallback-only operation with no alert","fix":"Add a secondary log/early-fallback trigger for any new non-Swap/non-Binary custom intent with an unrecognized hash; or subscribe to the writer's address directly"}],"assessment":"Agent is healthy and behaving correctly: no audited Options have appeared on book since w36 (409 min), explaining zero fireWake events. With option-writer-matheus dormant 325+ min, there is nothing to take β€” fallback fires in ~39 min and will confirm the same empty book.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0,0.38,0,0,0,0,0,0,0,0.73,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":1,"balanceUsd":97.69,"realizedPnl":-10.31,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":11,"wakes":34,"firstWakeMs":1781445671878,"lastWakeMs":1781522160000,"ageMin":8,"lastWhy":"sNVDA deficit is βˆ’$9.99 vs target. A standing oracle-mid bid is more competitive than the only other sNVDA buyer on book","repeatWakes":0,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781536726213,"watching":"sNVDA seller >0.01 units OR buyer-side option, or 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":235}},"verdict":{"summary":"w29–w33 all held the same 'sNVDA supply gap + zero option demand' wait framing β€” no new options posted, no ENGINE 2 re-rank attempted after sAAPL feed restored at w27. Notable change since last summary: ETH approval completed at w30 (tx 0x8b9e2fa) removing one ENGINE 1 blocker, but options engine remains counterparty-starved (11+ wakes at 3%β†’1.5% premium, ze","badge":"STALE PREDICATE, STALE RANK","confidence":"medium","bottomLine":"All 26 settled deals are swaps (ENGINE 2 only; LP-Maker Γ— 6, Vulture Γ— 2, Stacker Γ— 1); ENGINE 1 has never closed a single option in 33 wakes. The acute risk heading into market open: if worst-2 shifted from sNVDA to sAAPL after feed restoration at w27, the watcher won't fire on sAAPL sellers β€” the agent sleeps through its own buy signal until the 4h fallback at ~14:48Z.","rootCause":{"class":"toolchain-blocked","evidence":"Wake-script predicate: snvdaSeller || buyerSideOption with no sAAPL/sMSFT leg; sAAPL feed confirmed restored w27 but w28–w33 retained 'sNVDA supply gap' framing without re-rank; 4h fallback fires at ~14:48Z, after equity market open at 13:30Z"},"reasoningRead":"Sound logic, expired anchor. Agent correctly waited when sAAPL was down and correctly approved ETH at w30. But it never re-queried Pyth Benchmarks rankings after sAAPL data returned β€” six consecutive wakes inherit a premise that expired at w27. This is sound reasoning solving the wrong problem.","wakeTriggers":["sNVDA seller swap (posterGives sNVDA, amountHuman β‰₯ 0.01)","buyerSideOption: unknown-template intent (non-swap, non-binary)","4h fallback (~14:48Z)","MISSING: sAAPL seller trigger","MISSING: sMSFT seller trigger"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6 of last 9 settled swaps; primary ENGINE 2 liquidity source","available":"ok β€” 7 open intents live"},{"agent":"vulture-andrew","fit":"yes","why":"2 of last 9 swaps settled; takes mispriced swap legs","available":"ok β€” PID gap-protect compensating"},{"agent":"stacker-massimo","fit":"maybe","why":"1 recent swap settled; buys sNVDA/sAAPL/sMSFT near oracle","available":"ok"},{"agent":"option-taker-matheus","fit":"yes","why":"mission is to buy cheap/ITM ETH-BTC options β€” exact counterparty for ENGINE 1; 5 deals active but none with this writer","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable: watcher blind to sAAPL/sMSFT book events since w27. If worst-2 shifted to sAAPL post-restoration, any sAAPL sell intents (e.g. from LP-Maker or Rebalancer-Lior trim) posted since w27 were invisible to the watcher. ENGINE 1: Option-Taker-Matheus (5 deals active) has never settled with this writer in 33 wakes β€” 0 option deals total.","wakeScript":{"wellReasonedForMission":false,"good":["Seen-set delta correctly avoids re-firing on stale book contents","Zero-LLM, armed with a 4h fallback","buyerSideOption predicate correctly targets unknown-template intents as option buyer signal"],"lacking":["snvdaSeller is a compile-time constant: watcher won't fire if worst-2 shifts to sAAPL or sMSFT after ranking update","Watcher comment still says 'sNVDA supply' β€” no acknowledgment that sAAPL feed was restored or that ranking may have changed"],"suggestedChange":"Generalize the stock-seller predicate: replace snvdaSeller with a check of giver.symbol against ['sNVDA','sAAPL','sMSFT'] && amountHuman >= 0.01 β€” eliminates the blind spot for all three buyable stocks without requiring a ranking lookup in "},"issues":[{"scope":"agent","title":"Watcher predicate hardcoded to sNVDA; sAAPL and sMSFT sellers invisible","detail":"snvdaSeller checks only sNVDA. With sAAPL feed restored at w27, worst-2 may now include sAAPL. sAAPL sellers on the book won't trigger a wake β€” agent sleeps through its own buy signal until the 4h fallback at ~14:48Z, ~75min after equity market open.","fix":"Replace snvdaSeller with: giver?.symbol in ['sNVDA','sAAPL','sMSFT'] && parseFloat(giver.amountHuman || '0') >= 0.01"},{"scope":"agent","title":"ENGINE 2 worst-2 ranking not refreshed after sAAPL data restored at w27","detail":"w28–w33 (6 consecutive wakes) retained 'sNVDA supply gap' framing without querying Pyth Benchmarks returns. If sAAPL is now worst-2, the agent is pausing on a stale premise while the market open (~13:30Z) approaches.","fix":"On the next fallback wake, force a live Pyth Benchmarks re-rank before deciding to wait β€” do not inherit prior wake's asset conclusion."},{"scope":"agent","title":"ENGINE 1 (options) has 0 settled deals in 33 wakes","detail":"11+ wakes tested premiums 3%β†’1.5% with zero takers. Option-Taker-Matheus (5 deals) is active but all via '0x57F8 custom', not Option-Writer posts. Unknown whether Option-Writer's template hash or pricing passes Option-Taker's audit criteria.","fix":"Cross-check Option-Writer's posted option template hash against Option-Taker's audit criteria. If structurally compatible, reduce premium floor below 1.5% or add a smaller ETH lot to test liquidity depth."}],"assessment":"All 26 settled deals are swaps (ENGINE 2 only; LP-Maker Γ— 6, Vulture Γ— 2, Stacker Γ— 1); ENGINE 1 has never closed a single option in 33 wakes. The acute risk heading into market open: if worst-2 shifted from sNVDA to sAAPL after feed restoration at w27, the watcher won't fire on sAAPL sellers β€” the agent sleeps through its own buy signal until the 4h fallback at ~14:48Z."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":53,"msgs":1002,"total":50085524,"totalUsd":21.26,"w5":7528908,"w5Usd":4.39,"w5PctPool":3,"w7":50085524,"w7Usd":21.26,"w7PctPool":2.1,"w5Son":7528908,"w7Son":25464484,"hourly":[2.9,0.06,0,1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15,0],"lastWake":{"ts":"2026-06-15T11:23:36.754Z","tokens":166640,"usd":0.11,"msgs":5}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":86.94,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":33,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":31,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1413}},"verdict":{"summary":"W58 fired 10min ago and executed cleanly: accepted binary #2364 as partyB (BTC>$64,900, 27.8pp edge, BTC already $816 above strike, expected profit $1.85 on $2.67). Wake script updated post-w58 to arm a specific deal-#190 expiry timer (Jun16 10:32Z ~23.5h), intent-fill watchers for #1827/#1916, and a newMatches hook on binaryBet/option intents. Prior summary","badge":"DEAL IN FLIGHT","confidence":"high","bottomLine":"No infra issues. W58 took deal #190 (BTC>$64,900) at 27.8pp edge 10min ago β€” the highest-conviction taker fill this agent has made. Wake script now anchored on deal #190 expiry timer (~23.5h); the 1432min fallback is a safety net behind that timer. Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) remain open and unfilled. PM probability shift since last poll (10min) is not observable from available data, but BTC at ~$65,716 vs $64,900 strike keeps deal #190 comfortably in the money.","rootCause":{"class":"maker-only","evidence":"5 settled deals across 57 wakes ($0.34 PnL); taker fills are rare by design β€” mission requires β‰₯8pp PM edge or near-decided binaries. Deal #190 at 27.8pp is the clearest taker signal yet. Two open maker binaries (#1827, #1916) absorb remaining capital."},"reasoningRead":"Sound and on-mission. W58 correctly identified BTC binary #2364 at 27.8pp edge (above β‰₯8pp threshold) with BTC already $816 above strike β€” near-decided, high-confidence. Prior wakes correctly held off on <1% and <3% edge opportunities. No churn: each wake either takes a verified edge or holds. The stranded sAAPL exit (w56) and binary re-deployment were methodical inventory cleanup, not off-mission","wakeTriggers":["Deal #190 expiry timer fires at Unix 1781606280-300ms (~10:32Z Jun16, ~23.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","newMatches: any new binaryBet or option intent appearing on book","MISSING: no explicit trigger on deal #190 early settlement (on-chain event) β€” only the time-based timer; if counterparty settles early, agent waits for timer ra"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Live deal (custom live settled); mirrors binaries agent values β€” natural overlap on near-decided bets","available":"ok, 18 deals, last wake recent"},{"agent":"lp-maker-matheus","fit":"yes","why":"Settled swap exit (Swap settled ↔ LP-Maker-Matheus); primary liquidity for sAAPL/USDC exit legs","available":"ok, 147 deals, hub"},{"agent":"bear-yosher","fit":"yes","why":"Settled custom live deal; posts BinaryBets agent can value against PM distribution","available":"ok, 19 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Also takes near-decided binaries β€” could post opposing side that PM-Ljuba can value","available":"ok, 38 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts mispriced binaries as bait β€” prime taker targets for PM-edge analysis","available":"ok, 46 deals, PID watchpoint"}],"reliableCounterparties":3,"missedOpportunities":"None identifiable β€” w58 log shows agent actively scanned, found deal #2364 at 27.8pp edge and took it. Prior wakes correctly declined <3% edge. No binary/option intents visible on book since w58 per the newMatches baseline-only first-pass at w58 startup.","wakeScript":{"wellReasonedForMission":true,"good":["Deal #190 expiry timer (unix 1781606280-300s) fires 5min before settlement window β€” ensures timely on-chain settle call rather than relying on fallback","ownIntentResolved loop covers both open maker binaries (#1827, #1916) β€” any fill or expiry triggers immediate wake","newMatches on binaryBet/option intents keeps agent responsive to new PM-comparable opportunities without polling cost","24h fallback is correctly positioned as a safety net behind the more specific triggers above β€” not the primary mechanism","60s poll interval is appropriate for a patient, selective agent watching deal settlement"],"lacking":["No on-chain deal-settlement event trigger for deal #190 β€” if partyA settles early, agent won't know until the time-based timer fires (up to 23.5h later)","newMatches baseline-on-first-pass means a burst of new intents at watcher startup won't fire β€” benign but worth noting"],"suggestedChange":"Add a deal-status poll for deal #190 alongside the time-based timer: if `readDeal(190).status === 'settled'` return early β†’ fireWake, so an early counterparty settle doesn't leave the agent dark for up to 23.5h."},"issues":[{"scope":"agent","title":"Deal #190 early settlement blind spot","detail":"Wake script fires for deal #190 only at the time-based trigger (10:32Z Jun16). If LP-Maker or counterparty calls settle on-chain before then, agent won't react until the timer fires β€” missing the window to redeploy $2.67 + $1.85 expected profit.","fix":"In the runWatchLoop body, add: `const d190 = await readDeal('190'); if (d190.status === 'settled') fireWake('deal #190 settled early β€” redeploy');` before the time-based check."},{"scope":"agent","title":"PM probability shift unobservable between wakes","detail":"W58 polled PM 10min ago; probabilities for sMSFT<$420 and sNVDA>$195 could shift materially before next wake (up to 23.5h) without the watcher reacting. The watcher has no PM-delta trigger.","fix":"Add a lightweight PM poll inside the runWatchLoop (e.g., every 30min) for the specific markets backing #1827 and #1916; if implied prob shifts >10pp, fireWake to re-price or cancel stale maker quotes."}],"assessment":"No infra issues. W58 took deal #190 (BTC>$64,900) at 27.8pp edge 10min ago β€” the highest-conviction taker fill this agent has made. Wake script now anchored on deal #190 expiry timer (~23.5h); the 1432min fallback is a safety net behind that timer. Both maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) remain open and unfilled. PM probability shift since last poll (10min) is not observable from available data, but BTC at ~$65,716 vs $64,900 strike keeps deal #190 comfortably in the money."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":103.04,"realizedPnl":3.06,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":61,"wakes":57,"firstWakeMs":1780939200000,"lastWakeMs":1781521440000,"ageMin":20,"lastWhy":"Pre-market hours (11:04 UTC) + LP sMSFT lot (0.030888) exceeds balance (0.03) + no USDC for crypto DCA.","repeatWakes":51,"avgGapMin":173,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"stock market open 13:30 UTC Mon Jun 15 (sMSFT trim + BTC DCA)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":186}},"verdict":{"summary":"Countdown running cleanly: watcher armed, nextFallbackMin 205, market open in ~105min at 13:30Z. New this run β€” w50 (11:04Z) surfaced a lot-size mismatch: LP sMSFT minimum lot (0.030888) exceeds rebalancer sMSFT balance (0.03). Price is fine (+70bps well under ~1% ceiling) but even at open, LP can't fill a sub-lot offer, meaning the trim-then-buy chain may b","badge":"WAITING, LOT-SIZE RISK","confidence":"high","bottomLine":"Infrastructure healthy, watcher correctly armed for 13:30Z. Critical new finding from w50: LP sMSFT minimum lot (0.030888) marginally exceeds rebalancer's sMSFT balance (0.03) β€” the trim plan (give ~0.004 sMSFT) is incoherent with both the LP's lot floor and the rebalancer's own balance. Price is not the obstacle (+70bps vs ~1% ceiling is fine); lot size is. Without a counterparty that accepts sub-0.03-sMSFT trades, the chain fails at open.","rootCause":{"class":"structural","evidence":"w50 log: 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; wake-script plan to 'give ~0.004 sMSFT' is smaller than both LP's minimum lot and even the full sMSFT balance β€” no LP-Maker fill is possible at any sub-0.030888 quantity"},"reasoningRead":"Sound and on-mission. Agent correctly deferred crypto-only trades at w49 (ETH/SSV gaps <1pp), correctly identified the pre-market block at w50, self-corrected the watcher date at w48, and approved sMSFT at w46. The lot-size mismatch was surfaced accurately at w50. Risk: the wake script for 13:30Z has no lot-size pre-check baked in β€” the agent must re-derive this at open with live data and will lik","wakeTriggers":["13:30Z US stock market open β€” 60s polling loop fires immediately on crossing threshold","14:30Z fallback β€” 60-minute window after open to capture delayed execution","MISSING: no lot-size feasibility pre-check before posting sMSFT trim at open"],"counterparties":[{"agent":"lp-maker-matheus","fit":"maybe","why":"Only active sMSFT liquidity hub (147/192 settled deals), but min lot 0.030888 > rebalancer balance 0.03 β€” lot-size mismatch blocks the trim ","available":"ok, hub-level"},{"agent":"stacker-massimo","fit":"maybe","why":"Buys sMSFT/sAAPL/sNVDA in ~10 USDC lots (~0.025 sMSFT at ~$390 oracle) β€” could take a small sMSFT trim offer; lot-size compatibility unverif","available":"ok, 10 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Latency arb on near-decided binaries, not delivered swap taker for equity rebalances","available":"warming, 38 deals"}],"reliableCounterparties":0,"missedOpportunities":"none β€” correctly skipped crypto-only trades at w49 (ETH/SSV gaps <1pp insufficient to justify overhead); correctly waiting for market open rather than posting phantom intents pre-market","wakeScript":{"wellReasonedForMission":true,"good":["Fires precisely at 13:30Z with 60s polling β€” zero over-waking in pre-market window","60-minute fallback (14:30Z) correctly captures the full morning session","Zero-LLM watch loop; cannot false-fire on book non-empty state"],"lacking":["No lot-size pre-check at open: agent will post sMSFT trim plan without knowing if LP min lot still exceeds balance at 13:30Z","Wake script header plan ('give ~0.004 sMSFT') is internally inconsistent β€” 0.004 is far below LP's 0.030888 minimum lot and also below the full 0.03 balance ava"],"suggestedChange":"At 13:30Z open, before posting sMSFT trim: fetch LP's live sMSFT min lot; if lot > balance, pivot immediately to Stacker-Massimo as alternate taker (smaller lots) or post the full 0.03 sMSFT balance if LP's floor allows β€” don't discover the"},"issues":[{"scope":"agent","title":"LP sMSFT min lot (0.030888) > rebalancer balance (0.03) β€” trim blocked at open unless counterparty or lot changes","detail":"Surfaced at w50 (11:04Z). The trim-then-buy chain depends on LP-Maker taking the sMSFT offer, but LP's minimum lot marginally exceeds the rebalancer's total sMSFT holdings. At 13:30Z the agent will re-discover this without a guard, burning a wake and the BTC DCA window.","fix":"At open, query LP's live sMSFT min lot before posting. If lot > balance: (a) check Stacker-Massimo as alternate sMSFT buyer with smaller lots, or (b) post the full 0.03 sMSFT balance if LP floor drops at open, or (c) declare trim infeasible and skip the BTC DCA cycle rather than loop-burning."},{"scope":"agent","title":"Wake-script trim quantity (~0.004 sMSFT) incoherent with both LP lot floor and own balance","detail":"The wake comment says 'give ~0.004 sMSFT, want ~$1.56 USDC' but LP min lot is 0.030888 and total balance is 0.03. The planned trim is 7.7Γ— below LP's floor β€” this is a stale assumption that was never reconciled after the lot-size block was discovered at w50.","fix":"Update pre-wake plan to size trim at the full available sMSFT balance (0.03) and verify that's within an acceptable counterparty's lot range before scripting the target quantity."}],"assessment":"Infrastructure healthy, watcher correctly armed for 13:30Z. Critical new finding from w50: LP sMSFT minimum lot (0.030888) marginally exceeds rebalancer's sMSFT balance (0.03) β€” the trim plan (give ~0.004 sMSFT) is incoherent with both the LP's lot floor and the rebalancer's own balance. Price is not the obstacle (+70bps vs ~1% ceiling is fine); lot size is. Without a counterparty that accepts sub-0.03-sMSFT trades, the chain fails at open."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":55,"wakes":75,"firstWakeMs":1780948343000,"lastWakeMs":1781519880000,"ageMin":46,"lastWhy":"Nothing meetingmy take criteria (LP-sized, ≀oracleΓ—1.01) for sAAPL or sNVDA. sMSFT 2337 within ceiling but not yet at ro","repeatWakes":66,"avgGapMin":129,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781523848099,"watching":"bid 2351 fill/expiry | new LP-sized sNVDA/sAAPL sell β‰₯3 USDC | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":20}},"verdict":{"summary":"w66–w73 (08:52–10:38Z): Accumulation still frozen β€” no sNVDA/sAAPL ask has repriced within the ~1% ceiling since w66. Answering the focus question directly: sMSFT 2337 appeared within ceiling at w73, but the agent did NOT take it, citing 'not yet at rotation threshold' β€” rotation logic is gating a taker decision it should not gate. The watcher is also blind ","badge":"sMSFT MISSED","confidence":"high","bottomLine":"sMSFT ask 2337 was within the ~1% ceiling at w73 but not taken β€” rotation logic incorrectly gated the taker decision (consecutive_misses=1, threshold=2 for rotation). That is a missed opportunity, not a market void. Separately, the watcher's isSellOpportunity filter covers only sNVDA/sAAPL, leaving sMSFT opportunities detectable only via the 45-min fallback, so this class of miss will recur.","rootCause":{"class":"toolchain-blocked","evidence":"w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]' β€” agent skipped a takeable ask. LP sAAPL 2333 confirmed +80bps above ceiling at w69; no repricing through w73. Vulture +181bps above ceiling (w69). 10 settled deals, all buys from LP (6) or Option-Writer (1), confirming no sell"},"reasoningRead":"Sound mechanics on the bid-management loop (oracle drift detection, bid refresh, expiry handling). However, rotation logic β€” designed to determine which asset to POST a bid for β€” is being applied as a gate on TAKER decisions. That is solving the wrong sub-problem: the mission is 'take resting asks within ~1% 24/7,' unconditionally. sMSFT at w73 was takeable; the agent held. This is the critical re","wakeTriggers":["bid 2351 fill or expiry (ownIntentResolved)","new LP-sized sNVDA or sAAPL sell β‰₯3 USDC (newMatches filter)","sAAPL oracle drift >0.5% from base $291.15","45-min fallback","MISSING: sMSFT sell-side trigger β€” isSellOpportunity only checks sAAPL/sNVDA; sMSFT asks only caught by fallback (up to 45-min latency)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (6/10 deals); currently pricing sAAPL/sNVDA ~80bps above ceiling β€” not crossable today","available":"ok but mispriced for stacker"},{"agent":"rebalancer-lior","fit":"yes","why":"Mission: trim sMSFT β†’ buy BTC at ~13:30Z market open; will post sMSFT sell β€” highest-probability near-term fill window for stacker","available":"ok, trigger event ~3h out"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sNVDA (70/30 portfolio); 1 past deal settled; may post opportunistic sells but unpredictable cadence","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Confirmed sAAPL ask +181bps above ceiling at w69; not crossable now, but re-prices opportunistically","available":"pid-instability (w205 10:07Z last seen),"},{"agent":"bear-yosher","fit":"maybe","why":"Mission includes selling tech equities; could post sMSFT/sAAPL sells but no confirmed deal history with stacker","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT ask 2337 at w73 was within the ~1% ceiling and not taken due to rotation-threshold gating. This is a confirmed missed opportunity, not a market void. The watcher blind spot on sMSFT means prior sMSFT asks in the 45-min window before w73 are also unmeasurable β€” could be additional misses.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved fires on bid fill or expiry β€” correct trigger for the bid-management loop","Oracle drift check on sAAPL ($1.46 threshold) triggers bid repricing β€” well-reasoned","newMatches with LP-sized filter (3–12 USDC) correctly screens dust lots","45-min fallback ensures no indefinite sleep","Zero-LLM watcher, PID written correctly"],"lacking":["isSellOpportunity excludes sMSFT β€” confirmed gap: sMSFT 2337 was crossable at w73 but only catchable by 45-min fallback","w70–w73 logs show '[object Object]' as reason field β€” object passed to log formatter instead of stringified; reduces observability","ORACLE_BASE_SAAPL hardcoded to $291.15 β€” becomes stale between wakes; drift check relative to a frozen base can miss repricing if base itself needs updating"],"suggestedChange":"Add 'sMSFT' to isSellOpportunity alongside sAAPL/sNVDA β€” this closes the confirmed miss class at w73 and removes the 45-min latency on sMSFT counterparty flow from Rebalancer-Lior at market open."},"issues":[{"scope":"agent","title":"Rotation logic gating taker decisions","detail":"consecutive_misses threshold (2) is being applied to TAKE decisions, not just bid-rotation decisions. At w73, sMSFT 2337 was within the ~1% ceiling and should have been taken immediately per mission ('take resting asks within ~1% of oracle, 24/7'). Agent held because rotation counter hadn't flipped.","fix":"In CLAUDE.md / agent reasoning: taker decisions are unconditional β€” if ask ≀ oracleΓ—1.01 and USDC available, take it regardless of consecutive_misses. Rotation counter governs only which asset to post a bid for."},{"scope":"agent","title":"watcher blind to sMSFT sells","detail":"isSellOpportunity filter in current.ts only watches sNVDA and sAAPL. sMSFT asks (e.g., 2337 at w73) only caught by 45-min fallback, creating up to 45-min latency on the most likely near-term counterparty (Rebalancer-Lior sMSFT trim at ~13:30Z).","fix":"Add 'sMSFT' to the [\"sAAPL\", \"sNVDA\"] array in isSellOpportunity. No other change needed."},{"scope":"agent","title":"Self-cancel bug at w70 (intent misidentification)","detail":"At w70, agent canceled bid 2320 after misidentifying intent 2335 as its own active lot. Re-posted identical bid 2351. Wasted a cancel+post cycle; if this recurs during a thin fill window it could miss a counterparty.","fix":"Audit intent-ownership check logic: verify agent uses its own wallet address or a reliable intent-ID prefix to disambiguate own vs. others' intents before canceling."},{"scope":"agent","title":"[object Object] in wake logs (w70–w73)","detail":"Four consecutive wakes log '[object Object]' as the reason field, indicating an object is being passed to the log formatter un-stringified. Doesn't affect trading but reduces observability for debugging.","fix":"Stringify the reason argument before logging: JSON.stringify(reason) or reason?.toString()."}],"assessment":"sMSFT ask 2337 was within the ~1% ceiling at w73 but not taken β€” rotation logic incorrectly gated the taker decision (consecutive_misses=1, threshold=2 for rotation). That is a missed opportunity, not a market void. Separately, the watcher's isSellOpportunity filter covers only sNVDA/sAAPL, leaving sMSFT opportunities detectable only via the 45-min fallback, so this class of miss will recur."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":28,"wakes":41,"firstWakeMs":1780924988000,"lastWakeMs":1781521080000,"ageMin":26,"lastWhy":"All actionable signals require selling crypto I do not hold. No buy-dip on any asset. Stocks not live yet. Best move: wa","repeatWakes":30,"avgGapMin":248,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535614237,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":216}},"verdict":{"summary":"Step-1's concern about ~15.3h stale baselines at market open is RESOLVED for this cycle: w42 (10:57Z Jun 15) rewrote CRYPTO_AVGS to fresh values (BTC 64332.29 / ETH 1678.77 / SSV 2.32), so baselines will be only ~2.5h stale when the 13:30Z trigger fires β€” a major improvement over the feared 15.3h. Structural issue persists: averages are still compile-time co","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Baseline staleness alarm cleared for today β€” w42 refreshed CRYPTO_AVGS at 10:57Z, leaving ~2.5h of drift at 13:30Z open vs the feared 15.3h. No buy-dip signals (all crypto up 2.4–3.7%); zero crypto inventory blocks sells. Next live event is 13:30Z stock oracle; watcher is armed and will fire on time.","rootCause":{"class":"structural","evidence":"All three crypto assets above their compile-time trailing averages (BTC +2.43%, ETH +3.74%, SSV +3.07% per w42 comment) β€” no buy-dip signals. Zero crypto inventory prevents any sell-strength trade. US stocks closed until 13:30Z. No counterparty or infra failure."},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies sub-threshold deviations (SSV +1.37% at w39 β€” below 1.5% cutoff), correctly blocks sells on zero inventory, correctly gates stocks behind market-hours check, and correctly refreshed baselines in the w42 script rewrite. Not churning β€” each wake yields a distinct data point. One structural concern: it fades dislocations vs a compile-tim","wakeTriggers":["crypto spot β‰₯1.5% below CRYPTO_AVGS compile-time constants (60s poll)","MARKET_OPEN_MS = 2026-06-15T13:30:00Z time trigger","4h fallback safety net","MISSING: runtime rolling-average update β€” CRYPTO_AVGS are still embedded constants; if watcher runs past 13:30Z without re-scripting, next cycle starts stale ag"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (147/192 fleet deals, 76%); accepts delivered swaps near oracle mid β€” exact instrument swing-nikita uses","available":"ok, 7 open intents live"},{"agent":"momentum-nikita","fit":"maybe","why":"Also trades delivered swaps and rotates into strongest movers; swing-nikita sells strength / buys weakness β€” directionally opposed, natural ","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; sMSFT trim at open could cross swing's stock buys if sMSFT is stretched below baseline","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. SSV reached +1.37% at w39 (Jun 14 19:36Z) β€” correctly no-trade, sub-1.5% threshold. No asset crossed the buy-dip threshold since last summary. Sell signals correctly blocked by zero inventory.","wakeScript":{"wellReasonedForMission":true,"good":["CRYPTO_AVGS refreshed at w42 (10:57Z Jun 15) β€” BTC 64332.29/ETH 1678.77/SSV 2.32 β€” reducing open-time staleness from feared 15.3h to ~2.5h","MARKET_OPEN_MS hardcoded to today's date (2026-06-15T13:30:00Z) with fallback 4h β€” primary trigger fires exactly at stock oracle live time","60s poll cadence is appropriate for a dislocation scanner that needs sub-minute latency to catch a move","BUY-DIP-only guard comment correctly reflects zero-inventory sell block; won't fire on a signal the LLM can't act on","Zero-LLM watcher β€” fast and reliable"],"lacking":["CRYPTO_AVGS are still compile-time constants embedded per wake-script rewrite β€” if no wake fires between 13:30Z and the next natural fallback, the next script g","No stock baselines in watcher β€” by design (stocks not live until open) but means any stock dislocation can only be detected AFTER the MARKET_OPEN_MS trigger fir"],"suggestedChange":"Compute CRYPTO_AVGS live inside the watch loop (fetch N-period candles / EMA from readPrice or a history endpoint) rather than embedding them as compile-time constants. This eliminates all staleness drift regardless of how long the watcher "},"issues":[{"scope":"agent","title":"CRYPTO_AVGS are compile-time constants β€” staleness accrues between script rewrites","detail":"Baselines were refreshed at w42 (10:57Z), cutting open-time staleness from ~15.3h to ~2.5h for this cycle. But the structural problem remains: if the watcher runs for hours without a rewrite (next fallback 235min out), the averages cannot self-update. On a volatile night the dislocation threshold co","fix":"Fetch a live rolling average (e.g., read last 12h OHLCV via belt.tools.readPrice or a candles endpoint) at the top of each runWatchLoop tick and diff against that instead of the embedded constant. Adds one async call per 60s tick but makes the signal always accurate."},{"scope":"agent","title":"tokens_5h_usd=0 inconsistent with last_wake_usd=0.42 at 7 min ago","detail":"Minor metrics lag β€” w42 (10:58Z, 7 min ago) cost $0.42 per last_wake_usd but tokens_5h_usd reports 0. Likely a pipeline flush delay, not a real issue, but worth confirming the 5h window closes correctly post-wake.","fix":"Verify metrics aggregation pipeline picks up the most recent wake within the 5h window; may be an off-by-one on flush timing."}],"assessment":"Baseline staleness alarm cleared for today β€” w42 refreshed CRYPTO_AVGS at 10:57Z, leaving ~2.5h of drift at 13:30Z open vs the feared 15.3h. No buy-dip signals (all crypto up 2.4–3.7%); zero crypto inventory blocks sells. Next live event is 13:30Z stock oracle; watcher is armed and will fire on time."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":209,"msgs":4146,"total":240938500,"totalUsd":138.6,"w5":11858037,"w5Usd":7.32,"w5PctPool":4.7,"w7":240938500,"w7Usd":138.6,"w7PctPool":10,"w5Son":10820309,"w7Son":182376142,"hourly":[1.13,3.84,0,0.16,2.2,1.17,5.35,1.49,2.13,2.49,0.15,5.56,2.1,0.98,0.77,1.39,1.4,1.36,2.78,7.65,7.94,6.6,1.18,0],"lastWake":{"ts":"2026-06-15T11:16:16.023Z","tokens":739071,"usd":0.52,"msgs":15}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":102.61,"realizedPnl":2.65,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":44,"wakes":242,"firstWakeMs":1780945920000,"lastWakeMs":1781521980000,"ageMin":11,"lastWhy":"BTC rose $196 from $65,716, ETH rose $11 from $1,727, SSV rose $0.01 β€” eroded all crypto margins below tolerance band [1","repeatWakes":200,"avgGapMin":40,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781524371692,"watching":"19 intents, none takeable; soonestExpiry=1781524935; next poll 63s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":130,"nextFallbackMin":29}},"verdict":{"summary":"PID death structural pattern persists and is STILL UNDIAGNOSED but gap-protect is compensating cleanly. w205 (10:07) is the most recent death (PID 198107 gone); it triggered correctly: ETH bait drifted to 2.19% (above 2.05% ceiling, caused by $6.69 ETH drop), gap-protect cancelled short-TTL intents, 6 fresh baits posted with 1h TTL (~10:55-11:02 UTC expiry).","badge":"CYCLING CLEAN","confidence":"high","bottomLine":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate.","rootCause":{"class":"structural","evidence":"PID deaths at w201/w202/w203/w204/w205 (~15-20 min intervals); watcher process crashes between 30s polls rather than timing out. armed=true + nextFallbackMin=40 means fallback is absorbing each death. 6 open baits on book; 0 edges found at w205; no counterparty flow to take."},"reasoningRead":"Sound and solving the right problem. Each wake correctly distinguishes requote-needed vs hold: w203 confirmed baits within [1.55%, 2.05%] tolerance and held; w203-fallback detected SSV at 2.67% (above ceiling) and corrected; w205 detected ETH drift to 2.19% and corrected. CMQ false-positive logic (sub-floor rivals excluded from cancel signals) is working. The agent is not re-deriving β€” it's increm","wakeTriggers":["New takeable edge β‰₯1% (scan-edges.ts, 30s poll)","~5 min before soonest intent expiry (soonestExpirySec from scan)","Quote erosion/undercut (check-my-quotes.ts cancelCmds > 0)","Hard fallback 2h","MISSING: PID crash detection / auto-restart within the watcher process itself β€” the process dies silently and gap-protect on next wake is the only corrective pa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 8 settled deals; dominant hub with 12 open intents and deep inventory","available":"active, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of last 8 settled deals; fast-moving, likely to post mispriced intents vulture can take","available":"active, broke 19-wake streak this cycle "},{"agent":"option-writer-matheus","fit":"yes","why":"2 of last 8 settled deals; posts options vulture can take near-decided","available":"dormant 325+ min β€” reduced fit until it "},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 8 settled deals; delivers swaps, occasional overlap","available":"active, health ok"}],"reliableCounterparties":2,"missedOpportunities":"0 edges reported at w203 and w205 β€” nothing takeable above 1% floor on book at those scans. CMQ flagged sub-floor rivals but correctly excluded as false positives. No verifiable missed opportunities this window; the book was thin.","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge, pre-expiry, quote erosion, fallback) maps directly to vulture's active-quoting + opportunistic-taking mission","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on known traps","30s poll cadence is appropriate β€” tight enough to catch price drift, not sub-minute spam","2h hard fallback is a correct safety net for a patient agent"],"lacking":["No crash-resilience within the script itself: when execSync(scan-edges) or JSON.parse throws outside the try blocks (e.g. scan.takeable on a malformed response)","soonestExpirySec arithmetic: if scan.soonestExpirySec is undefined (malformed scan output), the pre-expiry condition evaluates undefined math silently β€” NaN >= ","2h fallback is correct for a patient agent, but with PID dying every ~15-20 min the effective fallback is 'next gap-protect wake' not '2h' β€” the fallback is not"],"suggestedChange":"Wrap the entire runWatch body in a top-level try/catch that logs and re-arms on unhandled error, so a malformed scan response or uncaught exception doesn't silently kill the PID β€” instead it logs the crash reason and the fallback fires with"},"issues":[{"scope":"agent","title":"Watcher PID crash cadence undiagnosed (~15-20 min, 5+ deaths in 1h)","detail":"Deaths at w201/w202/w203/w204/w205 β€” far more frequent than the 2h fallback interval. The cause is unknown but likely: (a) unhandled exception from malformed scan-edges JSON crashing runWatch outside the inner try block, or (b) memory pressure from the execSync tight loop. gap-protect is compensatin","fix":"Add a top-level try/catch in runWatch; log the crash message before re-throwing. Then check watcher logs for the actual error β€” the gap-protect wakes will contain it in their output once it's surfaced."},{"scope":"agent","title":"Net PnL vs token burn: $2.09 realized on $136.54 lifetime burn","detail":"46 deals with only $2.09 realized PnL while burning $136.54 in tokens lifetime (current rate $8.19/5h = ~$39/day). The bait-posting loop is expensive. If fill rate doesn't improve, the strategy is token-negative net.","fix":"Audit fill rate on the 6-bait book: how many baits are being taken vs expiring? If >80% expire unfilled, reduce bait count or widen the cadence to cut token burn."}],"assessment":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate."}}],"unattributed":{"sessions":8992,"tokens":221447619,"usd":121.86,"w5":16957295,"w5Usd":11.26,"hourly":[0,0.67,1.17,5.29,4.13,4.57,0.62,1.91,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.68,1.32,0.62,0]},"boardOverhead":{"sessions":6221,"tokens":59916942,"usd":148.54,"w5":3103697,"w5Usd":10.77,"hourly":[1.77,2.12,2.41,2.05,2.42,1.99,2.27,2.54,1.92,2.45,2.33,2.26,2.99,1.65,3.01,1.48,2.06,1.75,2.76,2.36,2.36,4.44,1.89,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1965664398,"grandUsd":1240.16,"grandSessions":16538,"attributedTokens":1684299837,"unattributedTokens":221447619,"boardTokens":59916942,"reassembledTokens":1965664398,"tokensBalance":true,"attributionPct":88.4,"multiMatchSessions":181,"sessionsScanned":11325,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":92451,"dedupedMsgs":44541,"rawTokens":4429111988,"dedupedTokens":1965664398,"dupRatio":2.253}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T11:21:43.546Z","swarm":{"headline":"OPEN LOADING, LP HUB STEADY","funnel":{"posted":2391,"settled":194,"conversionPct":8.1,"byTemplate":{"swap":178,"custom_binary":11,"custom_option":5}},"liquidityMap":[{"market":"SSV/USDC, ETH/USDC, BTC/USDC, ","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (26/38 Arb deals), Vulture-Andrew, Stacker-Massimo, Momentum-Nikita","status":"Active β€” 7 open asks live; critical cluster #2334–#2339 expires 11:07–11:08Z, wa"},{"market":"Binary (BTC/ETH directional)","flow":"Bear-Yosher β†’ Mimic-Ljuba (live), Polymarket-Ljuba ↔ Mimic-Ljuba (live)","status":"Thin but live β€” 2 deals in flight, 4 agents converge at 13:30Z open"},{"market":"Options (sAAPL, sNVDA, sMSFT)","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus / 0x57F8","status":"FROZEN β€” writer predicate locked to snvdaSeller, sAAPL restored w27 but no re-ra"},{"market":"IndexBasket","flow":"Index-Maker ⇄ Index-Taker","status":"DARK β€” neither agent ever deployed; 52 cycles, 0 lifetime wakes, 0 deals"}],"causalLinks":[{"cause":"Option-Writer-Matheus wake predicate hardcoded to snvdaSeller β€” no sAAPL/sMSFT leg added after sAAPL feed restored at w2","effect":"Option-Taker-Matheus starved 409+ min β€” zero audited AUDITED_TEMPLATE_HASH intents on book since w36; its 39min fallback","evidence":"w28–w33 all retain 'sNVDA supply gap' framing; Option-Writer nextFallbackMin=238 (fires 14:48Z); Option-Taker zero fireWake events across 409min"},{"cause":"LP-Maker-Matheus minimum sMSFT lot (0.030888) exceeds Rebalancer-Lior full sMSFT balance (0.03)","effect":"Rebalancer trim-then-buy chain blocked at step 1 regardless of price β€” even giving entire balance (0.03) is sub-lot; no ","evidence":"w50 log: 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; agent planned 'give ~0.004 sMSFT' β€” sub-lot by 7.7Γ—"},{"cause":"Stacker-Massimo rotation threshold applied as a gate on taker accumulation decisions","effect":"sMSFT intent #2337 skipped at w73 despite being within ~1% ceiling β€” rotation logic intended for sell-side rebalancing i","evidence":"w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]'; 10 settled deals are all buys β€” no rotation sells confirm threshold never crossed"},{"cause":"LP-Maker-Matheus is sole active swap hub (147/194 settled deals, 76%)","effect":"Any prefire miss or outage cascades simultaneously to Arb-Hunter, Vulture, Stacker, Momentum, and Rebalancer β€” fleet has","evidence":"Critical cluster #2334–#2339 expires 11:07–11:08Z; 4 reliable taker counterparties all depend on LP posts; Vulture-Andrew is secondary but posts baits, not continuous two-sided quotes"},{"cause":"Vulture-Andrew PID deaths at ~15–20 min intervals (w201–w205, undiagnosed root cause)","effect":"Recurring ~20min taker gaps; at 13:30Z open, a mid-cycle death leaves Rebalancer and Swing-Nikita without a secondary ta","evidence":"5 consecutive PID deaths ~10:07Z last; gap-protect compensating each time; 6 baits expire 10:55–11:02Z; armed=true nextFallbackMin=32 absorbing deaths"}],"insights":[{"severity":"critical","title":"IndexBasket market dark β€” 52 cycles, never deployed","detail":"Index-Maker and Index-Taker have never run: watcher.armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes on both. Entire IndexBasket market non-functional. Not a crash β€” these containers were never stood up.","evidence":"Both agents: metrics.wakes=0, metrics.tokens_lifetime_usd=0, nextFallbackMin=null across 52 consecutive cycles","scope":"core","fix":"Deploy Index-Maker and Index-Taker with funded wallets and wake scripts"},{"severity":"warn","title":"Option-Writer stale predicate freezes options market through 13:30Z open","detail":"sAAPL feed restored w27; Option-Writer's predicate (snvdaSeller || buyerSideOption) has no sAAPL/sMSFT leg β€” w28–w33 all framed as 'sNVDA supply gap.' Fallback fires 14:48Z (nextFallbackMin=238), 78min after equity open. Option-Taker-Matheus finds nothing at its ~39min fallback and goes dormant through the highest-liquidity window.","evidence":"6 consecutive wakes (w28–w33) with unchanged framing post-sAAPL restore; Option-Taker 409min zero fireWake triggers","scope":"core","fix":"Add sAAPL and sMSFT to Option-Writer wake predicate immediately β€” 238min fallback is too wide to recover before open; manual re-rank trigger preferred"},{"severity":"warn","title":"Rebalancer-Lior sMSFT trim blocked by lot-size floor at open","detail":"LP-Maker minimum sMSFT lot (0.030888) exceeds Rebalancer's entire sMSFT balance (0.03). Trim-then-buy chain cannot execute at 13:30Z open regardless of price; agent has no documented fallback path. USDC needed to buy BTC cannot be sourced until sMSFT trim clears.","evidence":"w50 log: 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; planned give ~0.004 sMSFT β€” sub-lot by factor of 7.7","scope":"core","fix":"Top up Rebalancer sMSFT above 0.030888 before 13:30Z, or update mission to give full balance and document sub-lot handling (skip trim, sell elsewhere, or abort chain)"},{"severity":"warn","title":"Stacker-Massimo rotation gate incorrectly blocks within-ceiling taker buys","detail":"sMSFT #2337 was takeable at w73 (within ~1% ceiling) but skipped because rotation threshold not met. Rotation logic governs sell-side rebalancing; it should not gate buy-side opportunistic accumulation. Each missed fill delays portfolio construction.","evidence":"w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]'; 10 lifetime deals all buy-side, zero sell-side confirms rotation threshold never reached","scope":"core","fix":"Decouple taker buy decision from rotation threshold in Stacker-Massimo CLAUDE.md β€” within-ceiling buys should fire unconditionally"},{"severity":"warn","title":"Vulture-Andrew PID death pattern undiagnosed β€” 5 crashes in ~1h","detail":"PID deaths at w201–w205 (~15–20 min intervals); gap-protect compensating correctly but root cause unknown. A death at 13:30Z open creates a ~20min taker gap when Rebalancer and Swing-Nikita most need a secondary counterparty. 6 baits expire 10:55–11:02Z.","evidence":"PID 198107 last died post-w205 (10:07Z); watcher.pidAlive=false but armed=true nextFallbackMin=32; 5 consecutive deaths with no diagnosis","scope":"core","fix":"Capture Vulture-Andrew process exit code and stderr at next death β€” check for OOM, unhandled exception in gap-protect handler, or signal from host"},{"severity":"warn","title":"LP-Maker-Matheus single point of failure β€” 76% of fleet deals","detail":"147/194 settled deals route through LP-Maker-Matheus as maker. No secondary continuous-quote maker exists. Critical cluster (#2334–#2339) expires 11:07–11:08Z; any prefire miss freezes swap flow for Arb-Hunter, Vulture, Stacker, Momentum, and Rebalancer simultaneously.","evidence":"147 settled as maker (76%); 4 active taker counterparties; nextFallbackMin=81 covering cluster expiry window","scope":"fleet","fix":"Monitor prefire success at 11:07–11:08Z; consider alerting on book gap >5 min; longer term deploy a second swap maker"}],"fleetMoves":[{"scope":"core","action":"Trigger Option-Writer-Matheus re-rank now β€” add sAAPL/sMSFT to wake predicate before 13:30Z; fallback fires 14:48Z (78min late), leaving options market dark through peak open window and Option-Taker-Matheus dormant"},{"scope":"core","action":"Top up Rebalancer-Lior sMSFT balance above 0.030888 before 13:30Z β€” current 0.03 balance is sub-lot for LP, blocking the entire trim-then-buy chain at open"},{"scope":"core","action":"Capture Vulture-Andrew exit code/stderr at next PID death β€” 5 consecutive crashes ~15–20 min intervals undiagnosed; gap at 13:30Z open risks leaving Rebalancer/Swing without secondary taker"},{"scope":"fleet","action":"Monitor LP-Maker-Matheus prefire at 11:07–11:08Z cluster expiry (#2334–#2339) β€” a miss freezes swap flow for 5 taker agents simultaneously; alert if book gap exceeds 5 min"},{"scope":"core","action":"Fix Stacker-Massimo rotation gate β€” decouple within-ceiling taker buys from rotation threshold; sMSFT #2337 was skipped at w73 despite being takeable"}],"at":"2026-06-15T11:24:30.863Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, MARKET OPEN APPROACHING","healthDelta":"Better than last run β€” options market partially thawed (Option-Writer ↔ LP-Maker settled, Stacker ↔ Option-Writer settled, Option-Taker took 0x57F8 custom), Arb-Hunter accelerated to 38 deals with multiple recent LP/Vulture settles, Polymarket-Ljuba ↔ Mimic-Ljuba now live; persistent issues unchange","focusAreas":["Equity market open ~13:30Z (~3h out) triggers 4 agents simultaneously: Mimic-Ljuba (binary decisions), Rebalancer-Lior (sMSFT trim β†’ USDC needed to buy BTC), Swing-Nikita (wakes on stale ~15.3h baseli","LP-Maker-Matheus is the liquidity hub behind 147/192 settled deals (76%); 7 open intents live β€” any dark-ask regression blocks the whole fleet","Vulture-Andrew PID death persists (last: w205 10:07Z, gap-protect compensating); 6 baits expire ~10:55–11:02Z β€” whether a 7th PID death has already occurred before next fallback (35min) is the live qu","Swing-Nikita crypto baselines are compile-time constants, ~11.8h stale now, ~15.3h at market open β€” every swing trade at open will price off a phantom baseline","Option-Writer-Matheus watcher hardcoded to snvdaSeller: sAAPL feed restored at w27 but no re-rank fired; 212min to next fallback means the missed ranking slot is 212min wide"],"perAgentFocus":{"arb-hunter-tom":"HWM was 2330 after w333 accepted #2325 (SSV +54bps deal); since then 5+ additional LP/Vulture deals settled β€” did HWM advance beyond 2330, and has the SSV premium held above the 10bps floor long enough to warrant more accepts, or did it dro","bear-yosher":"HALT continues w57β†’w59; open intent is 4 USDC β†’ 2.667 USDC (a ~67% binary); 4h fallback fires in ~238min β€” has BTC moved outside the Β±1.5% band ($64,761–$66,733) since last check to trigger HALT reassessment, and is the open binary correctl","index-maker":"52nd null cycle β€” confirm still armed=false/pidAlive=false/0 tokens; is there any signal (wallet funding, env var, wake-script commit) that deployment is imminent, or should this agent be formally archived?","index-taker":"52nd null cycle β€” confirm still dead on all dimensions; with no index-maker counterpart active, is there any reason to keep this agent listed as active vs archived?","lp-maker-matheus":"Dark ask gaps (sAAPL/sNVDA) resolved at w202 with 12/12 book sustained through w205; 7 open intents on book now β€” have the sAAPL and sNVDA asks remained continuously live since w202, or have any re-darkened (expired/cancelled without replac","mimic-ljuba":"Live deal with Polymarket-Ljuba confirmed; equity open ~13:30Z is ~3h away (nextFallbackMin=151 lands ~13:01Z, just before open) β€” are binary intents #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) still unmatched, and is mimic's ","momentum-nikita":"2 recent deals with LP, 1 with Vulture settled β€” but prior summary said fast 8h signal was 0.493pp below the 2pp dual-confirm threshold at w45 (17min ago); did these deals happen because the threshold crossed, or were they from an earlier c","option-taker-matheus":"Deal 0x57F8 ↔ Option-Taker settled (custom) but last wake was 451min ago (w36 at 03:16Z) β€” did that custom deal represent an option that was already on-book at w36 and just settled now, and with nextFallbackMin=343 (~6h out), is option-take","option-writer-matheus":"Settled with both LP-Maker and Stacker since last summary; watcher predicate hardcoded to snvdaSeller with no sAAPL/sMSFT trigger; sAAPL feed restored at w27 but w28+ retained stale framing β€” did option-writer post any new options at w29–w3","polymarket-ljuba":"Live deal with Mimic-Ljuba; 2 open custom intents (#1827, #1916); last wake 10min ago with nextFallbackMin=1434 (~24h) β€” did the Polymarket-implied probabilities shift materially since the last poll (10min ago), and is the 1434min fallback ","rebalancer-lior":"No USDC, waiting for sMSFT trim at equity open (~13:30Z); LP's current sMSFT ask is #2326 posted at +70bps β€” is LP's sAAPL or sMSFT ask within the rebalancer's ~1% acceptance ceiling (i.e., could a trim-then-buy chain execute at open), or w","stacker-massimo":"Bid 2320 ($292.61, oracleΓ—1.005) posted with nextFallbackMin=41; LP and Vulture sAAPL asks confirmed ~80bps above ceiling at w69 β€” in the 25min since last wake, has any new sNVDA or sMSFT ask appeared within the ~1% tolerance that stacker c","swing-nikita":"Baselines confirmed stale at ~11.8h (BTC 64136/ETH 1670/SSV 2.31, from w41 22:17Z Jun 14); will be ~15.3h stale at 13:30Z market open β€” has any baseline-refresh logic been deployed to the wake-script since the last cycle, or will swing fire","vulture-andrew":"PID death at w205 (10:07Z), gap-protect fired, 6 fresh baits posted expiring ~10:55–11:02Z UTC; nextFallbackMin=35 β€” have those 6 baits expired unfilled by now (current time ~10:30Z), has a new PID death occurred post-w205, and did gap-prot"},"ctas":[{"scope":"agent","text":"swing-nikita: Replace compile-time CRYPTO_AVGS constants with a live-fetch (or daily-refresh) baseline β€” the ~15.3h-stale reference at market open will cause every swing trade to price off phantom lev"},{"scope":"agent","text":"option-writer-matheus: Expand watcher predicate beyond snvdaSeller to include sAAPL and sMSFT ranking events β€” current hardcode means worst-2 re-rank after sAAPL feed restoration is invisible until 21"},{"scope":"agent","text":"vulture-andrew: Diagnose and fix the structural PID death pattern (persistent across 5+ cycles, undiagnosed) β€” gap-protect is compensating but adding latency and LLM cost on every death"},{"scope":"fleet","text":"Equity open ~13:30Z in ~3h: verify Rebalancer-Lior USDC chain (sMSFT trim β†’ BTC buy), Mimic-Ljuba countdown (nextFallbackMin=151 lands ~13:01Z, check alignment), and Swing-Nikita baseline before they "},{"scope":"core","text":"index-maker / index-taker: 52 consecutive null cycles, $0 spend, 0 wakes β€” decide deploy or formally archive to stop polluting fleet health metrics"},{"scope":"agent","text":"polymarket-ljuba: nextFallbackMin=1434 (~24h) is misaligned with equity open at ~13:30Z today β€” consider a shorter fallback so PM probability checks run near-open for #1827/#1916"}],"at":"2026-06-15T11:05:50.810Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T12:25:07.582Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":110.3,"used7d":null,"used7dUsd":1260.57,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":63,"estPct7d":83,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":178.9,"estPct7d":199.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":187.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":173.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":149861871,"w7":1559271434,"tot":1559271434},"haiku":{"w5":7550021,"w7":433854020,"tot":433854020}},"fleet":{"agentsUp":12,"lifetimeTokens":1993145265,"lifetimeUsd":1260.57,"sessions":16589,"deals":195,"openIntents":17,"totalIntents":2451},"oracle":{"USDC":1,"ETH":1764.36,"BTC":66264.88,"SSV":2.43,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T12:15:32.637Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":21,"msgs":470,"total":23612172,"totalUsd":12.92,"w5":4072739,"w5Usd":2.14,"w5PctPool":1.6,"w7":23612172,"w7Usd":12.92,"w7PctPool":1,"w5Son":4072739,"w7Son":21497957,"hourly":[1.2,0.94,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0,0.59],"lastWake":{"ts":"2026-06-15T11:31:36.808Z","tokens":2822248,"usd":1.39,"msgs":47}},"onchain":{"deals":40,"openIntents":0,"balanceUsd":102.66,"realizedPnl":2.66,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":83,"wakes":351,"firstWakeMs":1780927992000,"lastWakeMs":1781526000000,"ageMin":5,"lastWhy":"SSV CEX premium returned but no poster priced favorably off stale oracle. All new intents above HWM 2150 confirmed taker","repeatWakes":306,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781527246577,"watching":"new intent >2444 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (regime: ETH +18bps, BTC +15bps, SSV +12bps β€” open, watching for taker-favorable poster)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":16}},"verdict":{"summary":"HWM advanced 2374β†’2442 (+68 intents) since last summary. SSV edge fired at w344 (deal 193, 25bps margin, intent #2389; USDC 84.89β†’84.65, SSV 1.619β†’1.719). Swap edge fired at w345 (deal 194, intent #2382, $0.024 on $9.255 notional vs LP-Maker). Then 4Γ— legitimate WAIT (w346–w350) as oracle fully converged to CEX on all assets (≀6bps at w350). ETH forming +13b","badge":"ACTIVE, ORACLE CONVERGED","confidence":"high","bottomLine":"Two edges cleared since HWM=2374: SSV at 25bps (deal 193) and a swap at 26bps (deal 194 via LP-Maker). Oracle has since fully converged on all assets (≀6bps, w350); 4 subsequent WAITs are correct and not churn. Next deal requires either a new poster anchoring to a stale price (ETH regime +13bps forming) or a binary bet entering the 30-min window with CEX decided β€” watcher will catch both.","rootCause":{"class":"counterparty-starved","evidence":"Oracle converged ≀6bps all assets (w350 explicit); ETH regime +13bps forming at w348–w349 but no poster anchoring to stale price; no binary bet within 30-min expiry window with CEX decided. 23 of 25 recent settled deals via LP-Maker-Matheus β€” single-counterparty dependency on swap surface."},"reasoningRead":"Sound and on-mission. Correctly gates on CEX-vs-oracle divergence (not 'book non-empty'); uses terms.expiry (bet settlement) not intent TTL for binary gating β€” the right variable. WAIT wakes at w346–w350 are justified by oracle convergence data cited in each wake, not vague deferrals. w343 correctly identified SSV +50bps but skipped because no USDCβ†’SSV poster existed β€” discipline, not a miss. No r","wakeTriggers":["New intent ID > HWM=2442","Binary bet ≀30min to BET SETTLEMENT with CEX margin β‰₯0.5% taker-in-money","30-min fallback (nextFallback=24min)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"23/25 recent deals β€” posts resting swaps at oracle mid, exploitable when CEX diverges β‰₯10bps","available":"active (11 open intents, fleet hub)"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents takeable when mispriced","available":"intermittent β€” PID death undiagnosed per"}],"reliableCounterparties":1,"missedOpportunities":"w343: SSV oracle gap +50bps confirmed, but no USDCβ†’SSV poster to take β€” market-structure gap, not an agent miss. w348–w349: ETH +13bps regime forming but again no poster anchoring to stale price. Agent correctly identified and skipped both. No takeable intent was passed over.","wakeScript":{"wellReasonedForMission":true,"good":["Uses terms.expiry (bet settlement time) not intent TTL for binary gating β€” correct for latency arb semantics","Baselines existing intents on first poll (seen set) β€” prevents spurious wakes on stale book state","Scans ALL bets each poll cycle for binary check, not just new ones β€” won't miss a bet that drifts into the window","Per-asset CEX fetch with null-guard on failure β€” prevents mismatch fills on stock assets or fetch errors","30-min fallback ensures periodic re-evaluation even when oracle converges and no new intents appear"],"lacking":["Watcher fires on new intents (>HWM=2442) for swap edge, but a poster that arrived before the last arm and whose price is now stale won't re-trigger until fallba","HWM=2442 vs last agent-logged internal HWM ~2404: 38 intents (2405–2441) were baselined at arm time and won't fire the watcher even if they're now stale-priced "],"suggestedChange":"Add a resting-swap re-scan loop in the watcher: for each open swap intent (all, not just new), fetch CEX price and compare to oracle; fire if divergence β‰₯10bps taker-favorable. This makes the watcher reactive to regime shifts mid-cycle (e.g"},"issues":[{"scope":"agent","title":"Watcher blind to resting posters that become stale between arms","detail":"Swap edge detection only fires on intents with ID > HWM=2442. A poster that was baselined at arm time but whose oracle price drifts stale mid-cycle (ETH +13bps at w348–w349, SSV +50bps at w343) is invisible to the watcher until the 30-min fallback. Two separate wakes documented this exact gap.","fix":"In the watcher's runWatchLoop, add a swap-edge scan over all resting intents: fetch CEX for each, compare to oracle implied by intent rate, fireWake if divergence β‰₯10bps taker-favorable. Cost: one CEX fetch per swap intent per 60s poll β€” negligible."},{"scope":"agent","title":"Single-counterparty concentration: 23/25 recent swap deals via LP-Maker-Matheus","detail":"Arb-hunter-tom's swap surface is entirely dependent on LP-Maker-Matheus posting liquidity. Vulture-Andrew (2 recent deals) is the only backup, but has an undiagnosed PID death issue making it intermittent. No LP-Maker = no swap arb.","fix":"Diagnose Vulture-Andrew's PID death to restore the secondary swap surface, or bring a second active swap maker online."}],"assessment":"Two edges cleared since HWM=2374: SSV at 25bps (deal 193) and a swap at 26bps (deal 194 via LP-Maker). Oracle has since fully converged on all assets (≀6bps, w350); 4 subsequent WAITs are correct and not churn. Next deal requires either a new poster anchoring to a stale price (ETH regime +13bps forming) or a binary bet entering the 30-min window with CEX decided β€” watcher will catch both."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":35,"msgs":737,"total":41751873,"totalUsd":24.36,"w5":4105188,"w5Usd":2.8,"w5PctPool":1.6,"w7":41751873,"w7Usd":24.36,"w7PctPool":1.7,"w5Son":4105188,"w7Son":34357404,"hourly":[0.95,1.85,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0,0,1.24],"lastWake":{"ts":"2026-06-15T12:24:31.544Z","tokens":1448130,"usd":0.95,"msgs":23}},"onchain":{"deals":20,"openIntents":1,"balanceUsd":78.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":110,"wakes":90,"firstWakeMs":1780944154000,"lastWakeMs":1781525820000,"ageMin":8,"lastWhy":"No resting intent on book (2387 expired). BTC SHORT posture = post one bear bet. Strike $65,400 = 1.30% cushion at BTC $","repeatWakes":66,"avgGapMin":143,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781540651797,"watching":"intent 2454 resolved OR deal 159 pre-fire (17:49) OR BTC +1.5% OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":239}},"verdict":{"summary":"HALT lifted w60 (10:35Z), anchor 2375 filled immediately at w62 (11:17Z) β€” not still resting. Replacement anchor 2387 (BTC<$65,100) is now the 1 open intent. Agent holds 3 live bets: deal 159 (expiry 17:59Z today), deal 160 (~10:58Z Jun 16), deal_from_2375 (~10:57Z Jun 16); counterparties are Mimic-Ljuba (Γ—2) and Polymarket-Ljuba (Γ—1). ETH band gap flagged l","badge":"ACTIVE, ETH BLIND","confidence":"high","bottomLine":"Intent 2375 filled at w62 (not the open intent β€” that is now 2387 BTC<$65,100 with BTC_BASELINE $65,912). Three live custom bets maturing today and tomorrow; mission executing correctly. One persistent structural gap: no ETH band in watcher despite dual BTC/ETH HALT signal, now two cycles old.","rootCause":{"class":"structural","evidence":"Agent is executing cleanly (3 live deals, anchor 2387 resting, no errors); structural omission is ETH band absent from wake_script_source β€” no ETH_BASELINE or ETH_DEVIATION_PCT anywhere in current.ts despite mission's dual BTC/ETH HALT logic"},"reasoningRead":"Sound and on-mission: halted correctly at w57 when both signals flipped, lifted cleanly at w60, re-entered with 2375 (filled quickly), reposted 2387 at w62 β€” disciplined one-resting-anchor execution. No churn. BTC_BASELINE updated from $65,716 (prior run) to $65,912 (current), showing live recalibration.","wakeTriggers":["intent 2387 resolved via ownIntentResolved (60s poll)","deal 159 pre-fire at 17:49Z (betExpiry 17:59Z today)","deal 160 pre-fire at 10:48Z Jun 16","deal_from_2375 pre-fire at 10:47Z Jun 16","BTC Β±1.5% from $65,912.36","4h fallback ~15:17Z"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"2 live custom deals settled; copy-trader matches bear-yosher BTC/ETH SHORT direction","available":"active (2 simultaneous live custom deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 live custom deal; values bets vs Polymarket distribution β€” compatible posture","available":"active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; could take 2387 if BTC approaches $65,100 decisively","available":"active (5 recent deals, 1Γ— Vulture-Andre"}],"reliableCounterparties":2,"missedOpportunities":"none observed β€” anchor 2387 is resting; no evidence of fillable BTC-below bets skipped. The 0x8121 batch of 8Γ— BTC 4-USDC custom intents (flood anomaly) could in principle overlap but the address is unidentified and likely not a tradeable counterparty.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved on 2387 catches fill and expiry promptly without polling delay","Pre-fire timers for all 3 live deals (17:49Z, 10:47Z, 10:48Z) β€” settlement window won't be missed","BTC Β±1.5% on recalibrated $65,912 baseline with 60s poll cadence is appropriately tight for a short-bet posture","4h fallback (~15:17Z) fires before deal 159's 17:49Z pre-fire, keeping chain intact"],"lacking":["No ETH band β€” mission HALT trigger is BTC+ETH jointly; ETH rally undetected for up to 4h (flagged last run, still absent)","Deal 160 listed as 'uncertain status' in comments but DEAL_160_PREFIRE_MS is hardcoded β€” spurious wake risk if deal 160 never existed or already resolved"],"suggestedChange":"Add ETH_BASELINE + ETH_DEVIATION_PCT (1.5%) and fetch ETH price each loop tick alongside BTC, firing on deviation β€” mirror lines 42–50 of the BTC block. This is the only gap that could cause a missed HALT and has now persisted two full obse"},"issues":[{"scope":"agent","title":"ETH band missing from watcher (two cycles old)","detail":"wake_script_source has BTC_BASELINE=$65,912 and BTC_DEVIATION_PCT=1.5 but zero ETH equivalent. Agent's HALT condition is dual BTC+ETH SHORT; a β‰₯1.5% ETH rally while BTC is quiet won't fire a wake for up to 4h. First flagged in prior summary, not yet fixed.","fix":"Add ETH_BASELINE (current ETH price at arm time) and ETH_DEVIATION_PCT=1.5 to watcher; fetch ETH price in the runWatchLoop tick alongside BTC; fireWake on deviation β€” same pattern as existing BTC block"},{"scope":"agent","title":"Deal 160 status uncertain but pre-fire timer hardcoded","detail":"Watcher comment marks deal 160 betExpiry as 'uncertain status'; if deal 160 was never created or already settled, DEAL_160_PREFIRE_MS fires a spurious no-op wake at 10:48Z Jun 16.","fix":"At wake start, confirm deal 160 is live via readDeal before arming the pre-fire timestamp; skip timer if deal is absent or already resolved"}],"assessment":"Intent 2375 filled at w62 (not the open intent β€” that is now 2387 BTC<$65,100 with BTC_BASELINE $65,912). Three live custom bets maturing today and tomorrow; mission executing correctly. One persistent structural gap: no ETH band in watcher despite dual BTC/ETH HALT signal, now two cycles old."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"53rd consecutive null cycle β€” no change from the 52nd. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. Step-1 asked whether any signal (wallet funding, env var, wake-script commit) distinguishes 'deploying soon' from 'permanently decommissioned' β€” none is visible: every field is byte-id","badge":"53 NULL CYCLES","confidence":"high","bottomLine":"index-maker has never run: 0 wakes, 0 tokens, 0 deals across 53 observer cycles. wake_script_source=null confirms no watcher has ever been deployed. No wallet, env, or commit signal distinguishes 'pending deployment' from 'decommissioned' β€” escalation to a fleet-level decision is warranted now.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 53 consecutive null cycles; index-taker (natural counterparty) also health=unknown"},"reasoningRead":"N/A β€” no reasoning has ever occurred. Cannot assess quality for an agent that has never woken.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (pidAlive=false, armed=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Designed to take the SHORT side of LONG IndexBasket intents index-maker would publish β€” natural structural pair","available":"health=unknown, also appears undeployed;"},{"agent":"lp-maker-matheus","fit":"no","why":"LP swaps only; IndexBasket is a custom cash-settled instrument, not a swap β€” no structural fit","available":"ok, 149 deals, hub-active"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken and no wake script exists; no intents have ever been posted to create an opportunity","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no script exists at all","No fallback cadence defined","No watcher process deployed"],"suggestedChange":"Deploy a wake script with a periodic fallback (e.g. 60–120 min) that checks whether a LONG IndexBasket intent is open and re-posts if expired β€” the entire mission is blocked until this exists"},"issues":[{"scope":"agent","title":"Never deployed β€” 53 null cycles, no wake script, no process","detail":"armed=false, pidAlive=false, wake_script_source=null for 53 consecutive observer cycles. Zero lifetime tokens, zero wakes. This is not 'correctly waiting' β€” the agent container has never been started or its watcher has never been registered.","fix":"Fleet-level decision required: either (a) deploy the agent with a wake script and watcher, or (b) explicitly decommission it and remove it from the roster. 53 cycles of silence with no deployment signal is sufficient to escalate."},{"scope":"agent","title":"IndexBasket market entirely non-functional β€” both maker and taker undeployed","detail":"index-maker (health=unknown, 0 deals) and index-taker (health=unknown, 0 deals in roster) are both undeployed. The IndexBasket instrument has no liquidity and no audit path β€” any agent attempting to interact with it would find no open intents and no verified source in the indexer.","fix":"Deploy both index-maker and index-taker together β€” maker must publish the verified contract source before taker can audit and take; neither works without the other."}],"assessment":"index-maker has never run: 0 wakes, 0 tokens, 0 deals across 53 observer cycles. wake_script_source=null confirms no watcher has ever been deployed. No wallet, env, or commit signal distinguishes 'pending deployment' from 'decommissioned' β€” escalation to a fleet-level decision is warranted now."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"53rd consecutive null cycle β€” zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, settled_deals=not-indexed. Focus question answered: no IndexBasket intents appear on the open book this cycle (only LP swaps, binary bets, and the 0x8121 custom BTC/ETH/SSV batch are vis","badge":"BILATERAL DARK 53 CYCLES","confidence":"high","bottomLine":"53 null cycles, no open IndexBasket intents on the book (confirmed: only LP swaps, binary bets, and the 0x8121 custom batch are resting β€” zero IndexBasket template entries). Index-maker is equally undeployed (health=unknown, 0 deals, no process), so supply and demand sides are simultaneously absent. Nothing for this agent to act on even if deployed.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0, tokens_lifetime_usd=0; index-maker health=unknown with 0 deals and no process β€” bilateral market has never been activated; open book contains no IndexBasket intents across 53 observed cycles"},"reasoningRead":"N/A β€” agent has never executed a single wake; no reasoning to evaluate. The structural condition (no counterparty, no book supply) means deployment would be immediately idle regardless.","wakeTriggers":["MISSING: no wake script (wake_script_source=null)","MISSING: no process (pidAlive=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole structural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"DEAD β€” health=unknown, 0 deals, no activ"}],"reliableCounterparties":0,"missedOpportunities":"none β€” open book contains zero IndexBasket intents this cycle; no takeable supply exists","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all","No deployment has ever occurred (0 lifetime wakes)"],"suggestedChange":"Moot until index-maker is deployed first; standing up index-taker without its only counterparty posting intents gains nothing. The single highest-leverage move is a joint deployment decision: activate index-maker first, confirm IndexBasket "},"issues":[{"scope":"agent","title":"index-taker never deployed β€” 53 cycles, no wake script, no process","detail":"armed=false, pidAlive=false, wake_script_source=null, wakes=0. Not a crash or infra failure β€” simply never started. With no IndexBasket intents on the open book (confirmed this cycle), deployment today would be immediately idle.","fix":"Decide: decommission or deploy. If deploying, index-maker must go first to populate the book."},{"scope":"agent","title":"IndexBasket bilateral market entirely dark β€” both maker and taker undeployed simultaneously","detail":"Index-maker (health=unknown, 0 deals, no process) is the sole source of LONG IndexBasket intents; index-taker is the sole designed taker. Neither has ever executed. The open book shows zero IndexBasket template intents across 53 cycles. This is a dormant market segment, not a thin one.","fix":"Fleet decision required: either jointly deploy both agents (index-maker first, index-taker second) or formally decommission both and remove from the roster to stop the noise in fleet health reporting."}],"assessment":"53 null cycles, no open IndexBasket intents on the book (confirmed: only LP swaps, binary bets, and the 0x8121 custom batch are resting β€” zero IndexBasket template entries). Index-maker is equally undeployed (health=unknown, 0 deals, no process), so supply and demand sides are simultaneously absent. Nothing for this agent to act on even if deployed."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":940,"msgs":20239,"total":1258879423,"totalUsd":758.71,"w5":115075079,"w5Usd":75.43,"w5PctPool":46,"w7":1258879423,"w7Usd":758.71,"w7PctPool":52.5,"w5Son":109884199,"w7Son":1056002505,"hourly":[12.43,19.77,17.87,15.36,10,8.51,8.68,10.38,17.6,13.39,19.82,16.24,12.54,15.93,19.75,10.03,17.07,12.55,12.59,17.03,4.03,9.69,11.86,3.22],"lastWake":{"ts":"2026-06-15T12:25:09.453Z","tokens":626609,"usd":0.57,"msgs":11}},"onchain":{"deals":149,"openIntents":11,"balanceUsd":748.66,"realizedPnl":-17.06,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":127,"wakes":239,"firstWakeMs":1781018900000,"lastWakeMs":1781525400000,"ageMin":15,"lastWhy":"No fillable intents; all 12 quotes live and fairly priced.","repeatWakes":191,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781531361733,"watching":"Prefire3 12:25 (#2402,2404 exp 12:32) | Prefire4 12:46 (main cluster exp 12:52) | ETH[1755.89,1766] | BTC[66027.57,66575] | SSV[2.4215,2.45] | stocks guards | 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":84}},"verdict":{"summary":"Cluster #2334–#2339 SUCCESSFULLY renewed at w210 (11:09Z): 6 cancels + 7 posts with wider ETH/BTC vol-adj spreads after oracle surge, 12/12 book sustained through w210β†’w213 with zero dark gaps. Current book: 6 bid/ask pairs (#2436–#2444) with all three prefire timestamps armed (PREFIRE2 12:10Z, PREFIRE3 12:25Z, PREFIRE4 12:46Z). Negative realized PnL (-$16.8","badge":"LIQUID LOSING EDGE","confidence":"high","bottomLine":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative.","rootCause":{"class":"structural","evidence":"Arb-Hunter-Tom: ~28/40 visible recent deals (~70%); mission is latency arb on fast CEX feed vs slow on-chain oracle LP-Maker prices off β€” LP-Maker is the structural slow leg. ETH ask inverted -54bps (w212 cancel), SSV ask filled break-even $2.42 (w211), BTC ask consumed before scheduled wake (w212)."},"reasoningRead":"Sound and on-mission: vol-adjustment widening (ETH +47.5bps, BTC +29.5bps in w210 after oracle surge) and per-asset inversion guards show LP-Maker correctly diagnoses adverse selection and responds. SSV guard self-corrected within one wake cycle after oracle drop $2.44β†’$2.43 (w213 guard wake). Solving the right problem but imperfectly β€” wider spreads reduce fill rate without eliminating the oracle","wakeTriggers":["PREFIRE2 at 12:10Z (7min before #2390–#2392 exp ~12:17)","PREFIRE3 at 12:25Z (7min before #2402/#2404 exp ~12:32–12:33)","PREFIRE4 at 12:46Z (7min before main cluster #2436–#2442 exp ~12:53–12:55)","Bid inversion: oracle < bid_lo for any of 6 assets (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","Ask inversion: oracle >= ask_hi for any of 6 assets","90-min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker (~70% of fills); takes LP-Maker's resting asks specifically when oracle moves favorably β€” this is adverseselection, not neutra","available":"active, 5 recent settled deals, HWM 2374"},{"agent":"stacker-massimo","fit":"yes","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% oracle; 4 visible recent deals; less adverse selection risk than crypto takers","available":"ok, recently active, rotation-logic bug "},{"agent":"option-writer-matheus","fit":"yes","why":"Takes swaps as delta hedges for options portfolio; 6 visible recent deals; reliable repeat counterparty driven by hedging need not oracle la","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent takes from LP-Maker; also posts competing asks on BTC/sAAPL/sMSFT/ETH/SSV β€” dual role as taker AND supply competitor; PID death iss","available":"ok but PID death issue undiagnosed after"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; large concentrated swaps on rotation β€” infrequent but high-value when active; pre-open window now","available":"ok, 407-min fallback, pre-open"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; takes swaps to hedge option positions; low frequency","available":"ok, 2 live custom deals"}],"reliableCounterparties":3,"missedOpportunities":"unmeasurable: watcher monitors inversion guards and prefire timestamps but does not scan book for incoming taker intents LP-Maker could fill proactively. The 0x8121…295E batch (24Γ— 4-USDC custom intents, ~$96 total) required custom audit path β€” correct to skip. No resting swap intents from other addresses visible in data that LP-Maker passed on.","wakeScript":{"wellReasonedForMission":true,"good":["Three hardcoded prefire timestamps cover all expiry clusters with 7-min lead β€” cluster #2334–#2339 renewed on schedule at 11:09Z proving the system works","Per-asset bid/ask inversion guards for all 6 instruments fire immediately on oracle cross β€” eliminates free-option exposure within one poll cycle","SSV guard self-corrected within one wake after oracle drop $2.44β†’$2.43 (w213 guard wake) β€” rapid self-repair demonstrated","90-min fallback ensures recovery even if prefire timestamps all miss","Zero-LLM watch loop: price read + timestamp compare only β€” no model call until wake fires, keeping per-poll cost near zero"],"lacking":["No fill-detection: BTC ask consumed before w212 and caught only at the next scheduled wake β€” up to 15min of missing ask exposure per fill event","Prefire timestamps are hardcoded absolute Unix seconds β€” script must be manually rewritten each wake with new expiries; failure to update leaves a cluster witho"],"suggestedChange":"Add fill-detection to the watch loop: after each price check, compare current on-chain open-intent count against expected 12 β€” if any ask slot is empty, fire a wake immediately to repost rather than waiting up to 15min for the next prefire."},"issues":[{"scope":"agent","title":"Adverse selection from Arb-Hunter-Tom eroding PnL","detail":"Arb-Hunter-Tom accounts for ~70% of LP-Maker's fills and operates off a faster CEX feed β€” structurally exploits LP-Maker's oracle lag. Realized PnL -$16.82 over 149 deals confirms net-negative spread capture. Vol-adj widening (ETH +47.5bps, BTC +29.5bps) is directionally correct but insufficient: ET","fix":"Increase vol-adj multiplier for crypto when oracle move per cycle exceeds 50bps; consider skewing crypto inventory weighting toward equity synthetics (sAAPL/sNVDA/sMSFT) where adverse selection risk is lower and Stacker-Massimo/Option-Writer provide cleaner flow."},{"scope":"agent","title":"No fill-detection wake trigger leaves ask slots empty up to 15min","detail":"BTC ask consumed before w212, SSV ask filled break-even w211 β€” both caught only at scheduled prefire wake, not immediately on fill. Each fill creates an uncovered slot where LP-Maker earns no spread.","fix":"In watch loop: after each price read, fetch open intent count; if count < 12, fire wake immediately. Alternatively track per-asset ask presence by checking known intent IDs against on-chain state."},{"scope":"agent","title":"Hardcoded prefire timestamps require manual update every wake","detail":"PREFIRE2/3/4 are Unix timestamp constants that become stale after each renewal posts intents with new expiries. Agent correctly rewrites script each wake, but one missed update would leave a cluster without prefire coverage.","fix":"Compute prefire timestamps dynamically from expiry fields in posted intent objects (readable from state.json) rather than hardcoding. Eliminates per-wake copy-paste risk."},{"scope":"core","title":"Token burn 44.7% of pool in 5h unsustainable against negative PnL","detail":"$72.87/5h operational cost against -$16.82 realized PnL means token spend alone exceeds trading gains by a wide margin. 237 wakes (36-min avg gap) includes many no-ops (w208 concurrent, w211 concurrent) adding cost without benefit.","fix":"Concurrent-wake deduplication already working (w208/w211 correctly no-op). Evaluate whether equity-synthetic intents (lower adverse selection) should carry lower spreads to attract more Stacker-Massimo/Option-Writer flow and improve PnL mix while holding token budget flat."}],"assessment":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative."},"overBudget":{"pct":46,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.25],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":19,"openIntents":0,"balanceUsd":82.91,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":78,"wakes":128,"firstWakeMs":1780927020000,"lastWakeMs":1781521779000,"ageMin":75,"lastWhy":"BTC in-the-money by 1.56% with fair win prob 67.5% vs cost-implied 40% = +27.5pp edge. Meets β‰₯3pp floor by wide margin. ","repeatWakes":97,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781529102086,"watching":"new BinaryBet appears OR deal #192 expiry window (~2026-06-16T11:01Z); 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":47}},"verdict":{"summary":"Key change since last run: w110 (06-15T11:09Z) accepted deal #192 β€” BTC above $64,900, expiry 2026-06-16T11:01Z, Mimic as TAKER with +27.5pp edge (fair win prob 67.5% vs cost-implied 40%); BTC was 1.56% ITM at acceptance. Wake script was rebuilt around this deal + new BinaryBet trigger + 2h fallback. The Bear-Yosher custom deals (Γ—2) in settled_deals_detail ","badge":"DEAL #192 LIVE, TAKER","confidence":"high","bottomLine":"Accepted deal #192 at w110: TAKER on BTC above $64,900, expiring 2026-06-16T11:01Z, +27.5pp edge, 1.56% ITM at acceptance β€” on-mission, well-priced. Zero additional intents is correct discipline (board sub-3pp across all visible BinaryBets). Armed, 67 min to fallback (~13:11Z), coincidentally ~19 min ahead of equity open β€” but this coverage is fallback-timing luck, not explicit: any interim BinaryBet wake re-arms for 2h and could push past 13:30Z.","rootCause":{"class":"counterparty-starved","evidence":"w103–w109 all hold: visible BinaryBets are #1827 (βˆ’65pp taker edge) and #1848 (+2pp, below 3pp floor) β€” none meet the β‰₯3pp threshold. Deal #192 was the one exception (+27.5pp), taken immediately at w110. The 24 flooding custom intents (0x8121…295E) are swap-type, off-mission for Mimic's BinaryBet fi"},"reasoningRead":"Sound and on-mission. Consistent edge-floor discipline across w103–w109; correct identification of deal #192 as the outlier (+27.5pp vs 3pp floor). No churn: holds are terse and grounded in specific pp numbers. The one accepted deal is well-reasoned.","wakeTriggers":["New BinaryBet intent appears on book (isBinaryBet filter: kind=unknown, template=BinaryBet)","Deal #192 expiry window: fires 5 min before 2026-06-16T11:01Z (setTimeout scheduled only when watcher runs within 2h of expiry β€” correct design, not yet active)","2h fallback (~13:11Z under current arm)","MISSING: explicit equity-open setTimeout β€” if agent wakes between now and 13:09Z and re-arms, the 2h fallback shifts past 13:30Z; stock BinaryBets from Bear-Yos"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Two settled custom deals, primary custom deal source; posts crypto-down BinaryBets Mimic can mirror or take","available":"ok, 20 deals, active"},{"agent":"polymarket-ljuba","fit":"yes","why":"One confirmed settled custom deal (prior run); posts BinaryBets calibrated to Polymarket implied probs, prime taker targets","available":"ok, 5 deals, active"},{"agent":"arb-hunter-tom","fit":"maybe","why":"5 recent settled deals, taker-first on binaries β€” could post near-decided BinaryBets Mimic can accept, but primary role is taker not maker","available":"ok, 40 deals, most active"},{"agent":"lp-maker-matheus","fit":"no","why":"Swap market maker; Mimic's mission is BinaryBets only","available":"ok, 149 deals"}],"reliableCounterparties":2,"missedOpportunities":"None. The 24 custom intents from 0x8121…295E are swap-type (confirmed: w108 logged '24 swaps off-mission'). #1827 and #1848 were correctly rejected (βˆ’65pp and +2pp taker edge). No BinaryBet β‰₯3pp was skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on new BinaryBet intents only (template filter correct for mission) β€” won't misfire on the 24 custom swap flood","Hardcoded deal-192 expiry timer with 5-min lead is mission-critical and well-placed (only schedules when within 2h window β€” avoids hanging timers)","Baseline-then-watch pattern for new intents prevents stale-intent fires on arm","2h fallback appropriate for a 24/7 crypto watcher with thin binary book"],"lacking":["Equity-open coverage is implicit only: the 2h fallback from current arm (~13:11Z) coincidentally covers it, but any BinaryBet wake between now and 13:09Z re-arm","No expiry tracking for Bear-Yosher custom deals (the Γ—2 settled β€” if any were still live, their expiry window would be unmonitored)"],"suggestedChange":"Add an explicit equity-open setTimeout (fires ~13:25Z = 5 min before 13:30Z) symmetric to the deal-192 timer β€” one-liner `if (msUntilOpen > 0 && msUntilOpen < FALLBACK_MS) setTimeout(() => fireWake('equity open window'), msUntilOpen)` β€” ens"},"issues":[{"scope":"agent","title":"Equity-open coverage is fallback-timing luck, not explicit","detail":"The 2h fallback from w110 (~11:09Z) lands ~13:09Z, 21 min pre-open. But if any BinaryBet appears before ~13:09Z and triggers a wake, the re-arm pushes the next fallback to ~2h later, missing the equity open window entirely. Mimic's mission includes mirroring stock BinaryBets β€” Bear-Yosher and others","fix":"Mirror the deal-192 expiry pattern: compute msUntilEquityOpen at watcher arm time; if within FALLBACK_MS, schedule a setTimeout to fireWake('equity open β€” scan for new stock BinaryBets')."},{"scope":"agent","title":"Wake script hardcodes deal #192 but has no fallback for future live deals","detail":"Deal #192 (BTC>$64,900, expires 2026-06-16T11:01Z) is hardcoded. When future custom deals are accepted, the wake script must be manually updated each time to track their expiry. This is a pattern risk β€” a missed update leaves a live deal with no settlement reminder.","fix":"Store active deal expiry times in a small JSON sidecar file (e.g., data/wake/active_deals.json); wake script reads it at arm time and schedules all timers dynamically. Agent's accept flow writes to the sidecar on each new deal."}],"assessment":"Accepted deal #192 at w110: TAKER on BTC above $64,900, expiring 2026-06-16T11:01Z, +27.5pp edge, 1.56% ITM at acceptance β€” on-mission, well-priced. Zero additional intents is correct discipline (board sub-3pp across all visible BinaryBets). Armed, 67 min to fallback (~13:11Z), coincidentally ~19 min ahead of equity open β€” but this coverage is fallback-timing luck, not explicit: any interim BinaryBet wake re-arms for 2h and could push past 13:30Z."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.79],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.58,"realizedPnl":5.57,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":100,"wakes":46,"firstWakeMs":1780940859000,"lastWakeMs":1781520360000,"ageMin":99,"lastWhy":"Fast momentum signal insufficient (0.51pp gap vs 2pp threshold). ETH momentum in the fast window is rising but not yet d","repeatWakes":42,"avgGapMin":215,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781549394516,"watching":"crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":385}},"verdict":{"summary":"Continuity confirmed: the 2 LP-Maker settled deals cited in Step-1 as 'new' are the same pre-w39 historical swaps the prior summary already flagged β€” no new trade has occurred across w39–w46 and no wake has fired since w46 (10:46Z, 79min ago). Fast signal remained compressed throughout (0.23pp–1.73pp vs 2pp threshold); holding is correct, not stuck. Watcher ","badge":"CORRECTLY WAITING","confidence":"high","bottomLine":"No new trades since pre-w39; fast signal compressed to 0.51pp at w46 (2pp threshold), dual-confirm rule correctly suppressing action. The 2 LP-Maker settled deals are historical, not new. 13:30Z equity-open trigger fires first (~85min), before the 8h/405min fallback β€” timing is as designed. Hardcoded date '2026-06-15T13:30:00Z' will silently expire after today's open.","rootCause":{"class":"structural","evidence":"Fast gap compressed across all 8 recent wakes: 1.73pp (w39) β†’ 1.40pp (w40) β†’ 0.60pp (w41) β†’ 0.23pp (w43) β†’ 1.06pp (w44) β†’ 1.51pp (w45) β†’ 0.51pp (w46). Slow signal at 2.65pp (SSV leads) but dual-confirm requires fast β‰₯2pp too β€” a deliberate noise filter, not a bug. No single leader established."},"reasoningRead":"Sound and on-mission. The dual-confirm rule (fast AND slow both β‰₯2pp) correctly filters compressed-field churn β€” the agent is solving the right problem. Eight consecutive hold wakes show consistent signal-reading logic, not re-derivation or stuck loops. $5.56 realized PnL on 9 lifetime deals and portfolio at ATH ~$104.15 at last wake confirms prior decisions were correct.","wakeTriggers":["Crypto momentum gap β‰₯2pp between any two of BTC/ETH/SSV (dynamic per-wake baseline, never hardcoded)","US equity market open at 2026-06-15T13:30:00Z β€” expands universe to full 6 names (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT); fires ~85min from now, before fallback","8h fallback from arm time (~18:46Z today, 405min remaining)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All historical Nikita swaps routed through LP-Maker; deep inventory, continuous market-making, hub of 11/16 recent fleet deals","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"1 historical Nikita deal; Vulture takes near-mispriced swaps β€” overlap when Nikita's momentum edge is sharp","available":"PID death undiagnosed, gap-protect compe"},{"agent":"rebalancer-lior","fit":"maybe","why":"Both use delivered swaps; opposite-direction trades possible on leadership rotations, but lot-size mismatch bug (sMSFT) unresolved","available":"ok but limited by bug"}],"reliableCounterparties":1,"missedOpportunities":"none β€” fast signal stayed below 2pp at every w39–w46 wake; no LP resting ask was takeable within Nikita's threshold conditions","wakeScript":{"wellReasonedForMission":true,"good":["Dynamic per-wake baseline β€” no hardcoded price literals, baseline resets correctly each arm","Monitors the decision variable directly (relative cross-asset gap) not absolute per-asset moves β€” a 1.5%/βˆ’0.8% pair correctly reads as 2.3pp gap","Excludes frozen stock prices from crypto momentum calc until equity open β€” avoids stale-price contamination","Three-tier trigger hierarchy (crypto gap β†’ equity open β†’ 8h fallback) matches the mission's two trading regimes","Zero LLM in the watch loop"],"lacking":["HARDCODED DATE: '2026-06-15T13:30:00Z' is stale after today's open β€” every subsequent wake arms a watcher whose MARKET_OPEN_MS is already in the past, so the eq","90s poll cadence is fine for fast-signal detection but undocumented as intentional β€” could be mistaken for a leftover default"],"suggestedChange":"Replace the hardcoded MARKET_OPEN_MS literal with dynamic next-weekday-open logic: compute the next future UTC 13:30 that falls Mon–Fri, so the equity-open trigger auto-advances each wake without manual date edits."},"issues":[{"scope":"agent","title":"Hardcoded market-open date '2026-06-15T13:30:00Z' stales after today","detail":"After the 13:30Z trigger fires today and Nikita arms a new watcher, MARKET_OPEN_MS will be in the past β€” the condition `now >= MARKET_OPEN_MS` will be true from the first poll, causing an immediate spurious equity-open fire on every subsequent wake, or the agent must manually update the date each ni","fix":"Compute next market open dynamically at arm time: find the next UTC 13:30 that is (a) strictly in the future and (b) on a Mon–Fri weekday. No literal date in the script."}],"assessment":"No new trades since pre-w39; fast signal compressed to 0.51pp at w46 (2pp threshold), dual-confirm rule correctly suppressing action. The 2 LP-Maker settled deals are historical, not new. 13:30Z equity-open trigger fires first (~85min), before the 8h/405min fallback β€” timing is as designed. Hardcoded date '2026-06-15T13:30:00Z' will silently expire after today's open."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":774326,"w5Usd":0.15,"w5PctPool":0.3,"w7":4601565,"w7Usd":1.62,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":67,"wakes":47,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":66,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781544019373,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":295}},"verdict":{"summary":"w38 (06-15T11:19Z) was a 6h fallback wake from w37 (03:32Z), not a fireWake β€” confirms zero new audited Options (hash 0xb3d66f4b…) on book from 03:32Z through 11:19Z (~7h47m dry). nextFallbackMin=315 is a fresh 6h countdown from w38, firing ~17:19Z. The 0x57F8…B0ff custom deal predates the visible wake window (w31–w38 show no corresponding take) β€” instrument","badge":"IDLE, BOOK DRY","confidence":"high","bottomLine":"Option-taker-matheus is alive and correctly waiting: w38 was a 6h fallback (not a fireWake), nextFallbackMin=315 confirms a fresh 6h countdown anchored at 11:19Z. Zero audited Option intents have appeared since at least w36 (03:16Z). The 0x57F8…B0ff settled custom deal predates the w31+ window and its instrument/strike/premium cannot be determined from the data provided β€” on-chain lookup required if audit trail needed.","rootCause":{"class":"counterparty-starved","evidence":"w36, w37, w38 all found zero audited Option intents (template hash 0xb3d66f4b…); option-writer-matheus (26 deals, health ok) is the only known fleet counterparty but has posted no new audited Options across an 8h+ window; 0x57F8…B0ff settled 1 deal historically but is an external address with unknow"},"reasoningRead":"Sound and on-mission. w31–w38 logs show quantitative edge-bar checks: premium vs notional (3–5% vs 1–2% bar), expiry hours (1.47h–2.25h vs 4h+ bar), sigma-move math (#1600 flagged as 5-sigma breakeven). No churn, no wrong-problem loops. Edge bar set in w32 is being applied consistently. The sole concern is whether the 1–2% premium / 4h+ expiry dual-gate is calibrated correctly β€” both criteria must","wakeTriggers":["fireWake: new audited Option intent (template hash 0xb3d66f4b…) appears on book after watcher seed","6h fallback if no new Options appear","MISSING: no trigger on option-writer-matheus activity β€” indirect proxy would reduce first-eval latency when writer posts"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Primary option writer in fleet, 26 deals, health ok β€” only agent posting audited Options at the matching template hash, but has not posted i","available":"health ok, no recent option posts"},{"agent":"0x57F8…B0ff","fit":"maybe","why":"External counterparty β€” settled 1 custom deal historically; unknown if recurring writer","available":"unknown, no recent activity in provided "}],"reliableCounterparties":1,"missedOpportunities":"none: w31 correctly rejected #1600 (40Γ— theoretical fair value, 5-sigma breakeven); w34 rejected #1849 (5% premium + 1.47h expiry, both below dual threshold); w35 rejected #1924 (3% premium + 87min expiry, same). All rejections are disciplined per the edge bar established in w32. No intents identifiable as missed takes.","wakeScript":{"wellReasonedForMission":true,"good":["fireWake on new audited template hash β€” fires exactly when the agent would act, zero-LLM, no false positives from non-Option book activity (swaps, binaries filt","6h fallback is appropriate cadence for a selective, patient taker that needs periodic book health checks","Seed-on-first-post design correctly ignores stale options already on book at startup, preventing re-evaluation of previously seen/rejected intents"],"lacking":["Restart blind spot: options on book at watcher startup are seeded silently and never evaluated β€” agent misses a takeable option that was already live when watch","No cross-trigger on option-writer-matheus activity β€” could reduce latency to first evaluation when writer just posted"],"suggestedChange":"Fix the restart blind spot: on first poll, if auditedOptions.length > 0, call fireWake('audited Options found on startup') instead of silently seeding β€” the agent evaluates and rejects via edge bar if stale, but won't miss a live takeable i"},"issues":[{"scope":"agent","title":"Restart blind spot: audited Options already on book at watcher startup are never evaluated","detail":"seenIntentIds is null on first poll; the seed branch sets the baseline without firing fireWake. Any audited Option live at watcher startup is invisible until a NEW option appears. If no new option arrives before expiry, the agent never evaluates an otherwise-takeable intent β€” the exact scenario this","fix":"In the first-poll branch: if auditedOptions.length > 0, call fireWake('audited Options found on startup') instead of returning after seeding. The agent's own edge-bar logic handles rejection if they're stale."},{"scope":"agent","title":"0x57F8…B0ff settled deal: instrument/strike/premium unrecoverable from available data","detail":"settled_deals_detail shows 'custom settled ↔ 0x57F8…B0ff' but no wake in w31–w38 records this take β€” the deal predates the visible window. Cannot confirm instrument, strike, or premium. Step-1 focus question cannot be fully answered from snapshot data alone.","fix":"No agent change needed β€” verify via on-chain deal lookup or raw wake logs for w1–w30 if audit trail is required."},{"scope":"agent","title":"Dual-gate edge bar (≀2% premium AND β‰₯4h expiry) may be structurally over-restrictive","detail":"w34 (#1849) and w35 (#1924) were rejected because BOTH criteria failed simultaneously. A deeply ITM, cheap-premium option with 1–2h to expiry (near-decided) is the core mission target β€” the 4h expiry floor may exclude the most valuable near-decided takes.","fix":"Consider OR logic for near-decided cases: pass if (premium ≀ 2% AND expiry β‰₯ 4h) OR (delta-equivalent β‰₯ 0.90 AND premium ≀ X%) β€” let the agent evaluate deeply ITM short-dated options separately from standard cheap-premium ones."}],"assessment":"Option-taker-matheus is alive and correctly waiting: w38 was a 6h fallback (not a fireWake), nextFallbackMin=315 confirms a fresh 6h countdown anchored at 11:19Z. Zero audited Option intents have appeared since at least w36 (03:16Z). The 0x57F8…B0ff settled custom deal predates the w31+ window and its instrument/strike/premium cannot be determined from the data provided β€” on-chain lookup required if audit trail needed."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.86,0.52,0.02,0,0.38,0,0,0,0,0,0,0,0.73],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.03,"realizedPnl":-9.97,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":72,"wakes":35,"firstWakeMs":1781445671878,"lastWakeMs":1781522807000,"ageMin":58,"lastWhy":"Supply constraint (not pricing) makes repricing futile. Disciplined hold. No churn.","repeatWakes":0,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535103379,"watching":"sNVDA seller >0.01 units appears (or 3h 10m fallback at 14:35 UTC)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":147}},"verdict":{"summary":"Prior: 11+ wakes of 'sNVDA supply gap + zero option demand' double-block; ETH approval (w30, tx 0x8b9e2fa) removed one ENGINE 1 blocker but ENGINE 2 remained dormant. What changed: w34 broke the pure-wait pattern β€” agent posted intent 2388 (12 USDC β†’ 0.058507 sNVDA at oracle mid $205.10), first active ENGINE 1 move; w35 held it open. All 9 recently settled d","badge":"ENGINE 1 ONLY, ENGINE 2 DORMANT","confidence":"high","bottomLine":"All 9 recent settled deals are labeled 'Swap settled' β€” ENGINE 1 (portfolio rebalance) only, ENGINE 2 has not re-ranked. The Step-1 question is answered: the LP-Maker and Stacker deals are ENGINE 1 swap rebalances, not option writes. ENGINE 2 remains counterparty-starved after 11+ wakes at 3%β†’1.5% premium; watcher is correctly armed for sNVDA supply events (nextFallbackMin 167) but blind to any option-demand signal.","rootCause":{"class":"counterparty-starved","evidence":"ENGINE 1: sNVDA deficit βˆ’$9.99 vs target, intent 2388 posted at oracle mid $205.10 (12 USDC β†’ 0.058507 sNVDA) still unfilled through w35; no sNVDA sellers on book. ENGINE 2: zero option-taker demand after 11+ wakes testing 3%β†’1.5% premium; Option-Taker-Matheus (5 lifetime deals) has not consumed any"},"reasoningRead":"Sound reasoning, correct problem framing for ENGINE 1. The wait-stance from w28–w33 was justified and the w34 move (posting intent 2388 at oracle mid, more competitive than other sNVDA buyers on book) is the right action given the deficit. However, ENGINE 2 reasoning has stalled: the agent identified 'zero buyer demand' at w32 and has not attempted a re-rank, repricing, or instrument pivot since. ","wakeTriggers":["New sNVDA swap intent posterGives=sNVDA, posterWants=USDC, amount >0.01","Fallback at 14:35 UTC (3h 10m, nextFallbackMin 167)","MISSING: option-taker activity β€” no trigger fires if Option-Taker-Matheus (or any new buyer) posts an option-buy intent; agent stays asleep through ENGINE 2 opp"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary ENGINE 1 counterparty β€” 6 of 9 recent settled deals; fills swap rebalances at oracle mid","available":"active, 13 open intents, $72.42/5h burn"},{"agent":"option-taker-matheus","fit":"yes","why":"Only plausible ENGINE 2 counterparty (buys ETH/BTC options); 5 lifetime deals but has not consumed option-writer's writes this window","available":"ok, but not engaging option-writer's cur"},{"agent":"stacker-massimo","fit":"maybe","why":"Settled 1 swap with option-writer this cycle; Stacker buys sNVDA/sAAPL/sMSFT β€” possible cross-direction swap counterparty for non-sNVDA legs","available":"ok, rotation bug present but active"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent swap deals; opportunistic taker β€” picks off mispriced swaps; will fill if option-writer's intent pricing is attractive","available":"PID death undiagnosed, gap-protect compe"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable for ENGINE 2: watcher is blind to option-demand intents on the book. For ENGINE 1: no sNVDA sell intents appeared per watcher logic; intent 2388 remains the standing bid β€” no missed sNVDA fills identified from available data.","wakeScript":{"wellReasonedForMission":false,"good":["Precisely filters sNVDA seller intents (posterGives=sNVDA, posterWants=USDC, amount >0.01, kind=swap) β€” correct shape for the ENGINE 1 deficit","Baseline snapshot on first poll avoids false-firing on pre-existing book","3h 10m fallback is sensible cadence for a patient portfolio agent; not sub-minute churn","Zero-LLM, well-structured, no stray book-non-empty trigger"],"lacking":["Entirely blind to ENGINE 2 demand signal: no watch for option-buy intents (e.g. kind=custom, instrument matching ETH/BTC option spec) β€” option-taker activity go","Only watches for sNVDA sellers; if sNVDA deficit resolves, watcher has no path to re-examine ENGINE 2 or other rebalance legs until fallback fires"],"suggestedChange":"Add a second match branch: fire early if a new custom intent appears from a known option-taker address (or matching option-instrument shape) β€” this makes ENGINE 2 reactive to actual demand rather than purely fallback-driven, and is the sing"},"issues":[{"scope":"agent","title":"Watcher blind to ENGINE 2 demand; 11+ wakes of ENGINE 2 zero activity","detail":"Wake script watches only for sNVDA sellers (ENGINE 1). If Option-Taker-Matheus or any new buyer posts an option-buy intent, agent sleeps through it until the 3h 10m fallback. Combined with zero ENGINE 2 re-rank attempts since at least w27, the 30% option-writing sleeve is effectively inactive.","fix":"Add newMatches branch in current.ts filtering for custom intents with option-instrument shape (ETH/BTC options, known option-taker address), triggering an early ENGINE 2 evaluation wake."},{"scope":"agent","title":"ENGINE 2 re-rank stalled β€” consider instrument or premium pivot","detail":"11+ wakes testing 3%β†’1.5% premium on ETH/BTC options with zero takers. Agent correctly identified 'zero buyer demand' at w32 but has not attempted a re-rank (different expiry, different strike, different underlying) since. Portfolio βˆ’$10.01 realized PnL; ENGINE 2 contributing 0 revenue.","fix":"At next fallback wake, force an ENGINE 2 re-rank: try a different expiry window or BTC-only write (ETH approval now unblocked); if still no takers after one more full cycle, flag ENGINE 2 as structurally unviable and document in CLAUDE.md."}],"assessment":"All 9 recent settled deals are labeled 'Swap settled' β€” ENGINE 1 (portfolio rebalance) only, ENGINE 2 has not re-ranked. The Step-1 question is answered: the LP-Maker and Stacker deals are ENGINE 1 swap rebalances, not option writes. ENGINE 2 remains counterparty-starved after 11+ wakes at 3%β†’1.5% premium; watcher is correctly armed for sNVDA supply events (nextFallbackMin 167) but blind to any option-demand signal."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":53,"msgs":1013,"total":50693065,"totalUsd":21.62,"w5":7429367,"w5Usd":4.33,"w5PctPool":3,"w7":50693065,"w7Usd":21.62,"w7PctPool":2.1,"w5Son":7429367,"w7Son":26072025,"hourly":[0.47,2.71,0.15,0,1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4,1.09,1.15],"lastWake":{"ts":"2026-06-15T11:59:02.858Z","tokens":774181,"usd":0.47,"msgs":16}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":86.94,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":94,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":92,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1352}},"verdict":{"summary":"W58 confirmed: accepted BTC>$64,900 binary #2364 as deal #190 ($1.85 expected profit on $2.67 stake, 69% ROC, BTC $816 above strike). The Mimic-Ljuba custom deal is an ACTIVE live position β€” NOT one of the 2 open intents; those are unmatched maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195). Deal #190 expires Jun16 10:37Z; wake script fires at 10:32Z ","badge":"LIVE DEALS PENDING","confidence":"high","bottomLine":"3 active positions: deal #190 (BTC>$64,900, $1.85 expected profit, expires Jun16 10:37Z ~22.5h) + live custom deals with Bear-Yosher and Mimic-Ljuba pending expiry + maker binaries #1827/#1916 resting on book. Wake script's deal-#190-specific timer (10:32Z Jun16) fires ~25min before the 24h fallback; coverage is correct. No action needed β€” correctly patient.","rootCause":{"class":"structural","evidence":"No new mispriced bets found w51–w57 (0 takeable each wake); maker fallback binaries #1827/#1916 resting unfilled; agent correctly shifted to deal-#190 expiry timer rather than churning. Market thin in Polymarket-mispriced opportunities β€” agent's fault is nil."},"reasoningRead":"Sound and on-mission. W51–w58 arc is coherent: patient no-trade passes (w51–w53) β†’ mandatory sAAPL horizon exit (w54–w56) β†’ maker binary postings (w56–w57) β†’ opportunistic taker on BTC binary (w58). Now correctly holding rather than re-deriving the same non-existent opportunities.","wakeTriggers":["Deal #190 specific timer fires at unix 1781605980 (Jun16 10:32Z, 5min before expiry)","ownIntentResolved on #1827 or #1916 (filled or expired)","newMatches: any new binaryBet or option intent appears on book","24h fallback (~Jun16 10:53Z, after deal timer)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"active custom live deal in progress β€” crypto-down binary overlap, natural counterparty for BTC/ETH directional bets","available":"ok"},{"agent":"mimic-ljuba","fit":"yes","why":"active custom live deal in progress β€” binary copy-trade overlap, confirmed settled match","available":"ok"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit w56); useful for future inventory exits but not a binary taker","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"active taker (5 recent deals); could fill #1827/#1916 maker binaries if edge materializes","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"None identifiable. newMatches hook fires on any new binaryBet/option intent β€” book coverage is active. The 0x8121…295E batch (24 Γ— 4-USDC custom intents) is outside Polymarket-Ljuba's template scope (not binaryBet/option kind) so correctly ignored. No Polymarket-mispriced opportunities flagged in wakes w51–w57 = market-thin, not agent-blind.","wakeScript":{"wellReasonedForMission":true,"good":["Specific unix timestamp timer for deal #190 (fires 5min early at 10:32Z Jun16) β€” precise, avoids missing settlement window","ownIntentResolved polling on both maker binaries #1827/#1916 β€” exact trigger for recap/repost decision","newMatches filter scoped to binaryBet|option kinds only β€” zero noise, only actionable templates fire it","60s poll cadence β€” tight enough to catch fresh intents without meaningful token burn","24h fallback is wider than deal-#190 timer (fires ~25min later), so specific timer always wins"],"lacking":["No periodic Polymarket probability re-poll: if Polymarket odds shift materially overnight, maker binaries #1827/#1916 can go stale without the agent knowing unt"],"suggestedChange":"Add a Polymarket probability check every ~4h in the watch loop; if implied probability delta vs posted price exceeds 5pp on #1827 or #1916, fireWake('Polymarket drift β€” reprice maker binary') to trigger a cancel-and-repost. Currently those "},"issues":[{"scope":"agent","title":"Maker binaries #1827/#1916 can stale overnight without Polymarket re-poll","detail":"Wake script has no periodic Polymarket probability refresh. If sNVDA or sMSFT Polymarket implied odds shift >5pp overnight, the agent's posted maker binaries are mispriced but won't be updated until an intent resolves or the 24h fallback fires β€” up to ~22h of stale pricing.","fix":"Add a 4h periodic Polymarket poll trigger inside runWatchLoop; on >5pp drift vs posted implied probability, call fireWake('Polymarket drift on #1827 or #1916 β€” reprice') to cancel and repost at current odds."}],"assessment":"3 active positions: deal #190 (BTC>$64,900, $1.85 expected profit, expires Jun16 10:37Z ~22.5h) + live custom deals with Bear-Yosher and Mimic-Ljuba pending expiry + maker binaries #1827/#1916 resting on book. Wake script's deal-#190-specific timer (10:32Z Jun16) fires ~25min before the 24h fallback; coverage is correct. No action needed β€” correctly patient."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.65],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":103.62,"realizedPnl":3.63,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":122,"wakes":57,"firstWakeMs":1780939200000,"lastWakeMs":1781521440000,"ageMin":81,"lastWhy":"Pre-market hours (11:04 UTC) + LP sMSFT lot (0.030888) exceeds balance (0.03) + no USDC for crypto DCA.","repeatWakes":51,"avgGapMin":173,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"stock market open 13:30 UTC Mon Jun 15 (sMSFT trim + BTC DCA)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":125}},"verdict":{"summary":"Continuing from last run: lot-size mismatch (LP sMSFT min 0.030888 > balance 0.03, flagged at w50 11:04Z) is UNRESOLVED β€” no swap has executed since w50, balance unchanged. Watcher correctly armed for 13:30Z market open (nextFallbackMin 145 β‰ˆ fallback at 14:30Z). The trim-then-buy chain will hit the same wall at open: agent's entire sMSFT balance (0.03) is s","badge":"LOT-SIZE BLOCKED","confidence":"high","bottomLine":"The sMSFT trim will fail at 13:30Z: agent holds 0.03 sMSFT, LP-Maker minimum lot is 0.030888, and planned give is only ~0.004 β€” sub-lot by 8Γ—. No fill β†’ no USDC β†’ BTC DCA also blocked. Zero balance change since w50; 15 lifetime deals, 0 open intents, watcher healthy but walking into a predictable wall.","rootCause":{"class":"toolchain-blocked","evidence":"w50 (11:04Z): 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; wake script plans give ~0.004 sMSFT; no settled_deals_detail since w50; balance has not changed; even giving the entire 0.03 balance remains below LP minimum"},"reasoningRead":"Sound reasoning, right problem identified. Agent correctly flagged the mismatch at w50, approved sMSFT at w46, and is pre-positioned for 13:30Z. However it has not resolved the mismatch β€” it will fire at open, attempt the sub-lot trim, and receive the same LP rejection, burning ~$0.65 (last_wake_usd) on a predictably blocked action.","wakeTriggers":["Date.now() >= 2026-06-15T13:30:00Z fires fireWake() β€” correct trigger for stock-market-gated mission","Fallback at 2026-06-15T14:30:00Z (nextFallbackMin 145 from ~12:05Z now)","MISSING: no pre-check encoding the lot-size constraint β€” agent will fire, attempt the trim, fail, and log the same error a third time"],"counterparties":[{"agent":"lp-maker-matheus","fit":"no","why":"LP minimum lot 0.030888 > agent's full sMSFT balance 0.03 β€” the blocker IS this counterparty's own floor","available":"ok (hub, 11/16 recent deals), but floor "},{"agent":"stacker-massimo","fit":"maybe","why":"Also accumulates sMSFT; could theoretically take a small sMSFT offer if it needed to rebalance, but its mission is to accumulate not sell","available":"ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations; could take sMSFT if it's stretched above trailing avg, but no evidence sMSFT is currently a sell candidate for swing","available":"ok"}],"reliableCounterparties":0,"missedOpportunities":"None measurable β€” the lot-size mismatch is the binding constraint on the only planned action. Crypto DCA also blocked (no USDC reserve; ETH/SSV gaps under 1pp per w49). No intents posted to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based trigger on 13:30Z market open β€” exactly right for a stock-oracle-gated DCA agent","60s poll cadence is appropriate β€” not sub-minute spam, fires precisely on the gate","Fallback at 14:30Z provides a hard catch; zero-LLM; cannot fire on 'book non-empty'"],"lacking":["No pre-check for the known lot-size constraint β€” script will fire the full wake cycle only to discover (again) that LP min 0.030888 > balance 0.03","No alternate path encoded: if trim is sub-lot, should the agent skip sMSFT and attempt crypto DCA from any available USDC, or defer entirely?"],"suggestedChange":"Add a balance pre-check before fireWake(): if sMSFT balance < LP_MIN_LOT (0.030888), fire a degraded wake with flag `trimBlocked=true` so the LLM can decide to skip trim and attempt BTC DCA from any available USDC rather than spending $0.65"},"issues":[{"scope":"agent","title":"sMSFT balance (0.03) sub-lot β€” trim will fail at 13:30Z","detail":"LP-Maker minimum lot is 0.030888 sMSFT; agent balance is 0.03 (short by 0.000888); even a full-balance offer is rejected. The planned give of ~0.004 is sub-lot by 8Γ—. Unresolved since w50 (11:04Z, 61min ago). No accumulation path visible while stocks are closed and USDC is zero.","fix":"CLAUDE.md should encode: if sMSFT_balance < LP_min_lot at open, skip the trim leg and either (a) attempt BTC DCA from any available USDC, or (b) hold and flag for manual top-up. Also consider whether another counterparty (Swing-Nikita, Stacker-Massimo) might take a sub-lot sMSFT offer without LP's f"},{"scope":"agent","title":"Wake script fires blind into a known constraint","detail":"The lot-size mismatch is a deterministic, checkable condition (balance vs. LP floor), yet the watcher fires the full $0.65 wake with no pre-screen. This will happen every open cycle until balance crosses the floor.","fix":"Add balance pre-check in wake_script/current.ts: read sMSFT balance and LP min lot before fireWake(); pass `trimBlocked` flag so the LLM wake branches correctly rather than rediscovering the constraint."}],"assessment":"The sMSFT trim will fail at 13:30Z: agent holds 0.03 sMSFT, LP-Maker minimum lot is 0.030888, and planned give is only ~0.004 β€” sub-lot by 8Γ—. No fill β†’ no USDC β†’ BTC DCA also blocked. Zero balance change since w50; 15 lifetime deals, 0 open intents, watcher healthy but walking into a predictable wall."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.48],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":10,"openIntents":1,"balanceUsd":100.24,"realizedPnl":0.23,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":116,"wakes":78,"firstWakeMs":1780948343000,"lastWakeMs":1781524500000,"ageMin":30,"lastWhy":"Bid 2351 on-price at oracle+0.5%, no refresh needed. No LP-sized sNVDA/sAAPL sells within 1% ceiling. sMSFT sell present","repeatWakes":69,"avgGapMin":126,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781528398601,"watching":"bid 2351 fill/expiry | new LP-sized sNVDA/sAAPL sell β‰₯3 USDC | sAAPL oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":35}},"verdict":{"summary":"w66–w73 (08:52–10:38Z): Accumulation still frozen β€” no sNVDA/sAAPL ask has repriced within the ~1% ceiling since w66. Answering the focus question directly: sMSFT 2337 appeared within ceiling at w73, but the agent did NOT take it, citing 'not yet at rotation threshold' β€” rotation logic is gating a taker decision it should not gate. The watcher is also blind ","badge":"sMSFT MISSED","confidence":"high","bottomLine":"sMSFT ask 2337 was within the ~1% ceiling at w73 but not taken β€” rotation logic incorrectly gated the taker decision (consecutive_misses=1, threshold=2 for rotation). That is a missed opportunity, not a market void. Separately, the watcher's isSellOpportunity filter covers only sNVDA/sAAPL, leaving sMSFT opportunities detectable only via the 45-min fallback, so this class of miss will recur.","rootCause":{"class":"toolchain-blocked","evidence":"w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]' β€” agent skipped a takeable ask. LP sAAPL 2333 confirmed +80bps above ceiling at w69; no repricing through w73. Vulture +181bps above ceiling (w69). 10 settled deals, all buys from LP (6) or Option-Writer (1), confirming no sell"},"reasoningRead":"Sound mechanics on the bid-management loop (oracle drift detection, bid refresh, expiry handling). However, rotation logic β€” designed to determine which asset to POST a bid for β€” is being applied as a gate on TAKER decisions. That is solving the wrong sub-problem: the mission is 'take resting asks within ~1% 24/7,' unconditionally. sMSFT at w73 was takeable; the agent held. This is the critical re","wakeTriggers":["bid 2351 fill or expiry (ownIntentResolved)","new LP-sized sNVDA or sAAPL sell β‰₯3 USDC (newMatches filter)","sAAPL oracle drift >0.5% from base $291.15","45-min fallback","MISSING: sMSFT sell-side trigger β€” isSellOpportunity only checks sAAPL/sNVDA; sMSFT asks only caught by fallback (up to 45-min latency)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty (6/10 deals); currently pricing sAAPL/sNVDA ~80bps above ceiling β€” not crossable today","available":"ok but mispriced for stacker"},{"agent":"rebalancer-lior","fit":"yes","why":"Mission: trim sMSFT β†’ buy BTC at ~13:30Z market open; will post sMSFT sell β€” highest-probability near-term fill window for stacker","available":"ok, trigger event ~3h out"},{"agent":"option-writer-matheus","fit":"maybe","why":"Holds sNVDA (70/30 portfolio); 1 past deal settled; may post opportunistic sells but unpredictable cadence","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Confirmed sAAPL ask +181bps above ceiling at w69; not crossable now, but re-prices opportunistically","available":"pid-instability (w205 10:07Z last seen),"},{"agent":"bear-yosher","fit":"maybe","why":"Mission includes selling tech equities; could post sMSFT/sAAPL sells but no confirmed deal history with stacker","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT ask 2337 at w73 was within the ~1% ceiling and not taken due to rotation-threshold gating. This is a confirmed missed opportunity, not a market void. The watcher blind spot on sMSFT means prior sMSFT asks in the 45-min window before w73 are also unmeasurable β€” could be additional misses.","wakeScript":{"wellReasonedForMission":false,"good":["ownIntentResolved fires on bid fill or expiry β€” correct trigger for the bid-management loop","Oracle drift check on sAAPL ($1.46 threshold) triggers bid repricing β€” well-reasoned","newMatches with LP-sized filter (3–12 USDC) correctly screens dust lots","45-min fallback ensures no indefinite sleep","Zero-LLM watcher, PID written correctly"],"lacking":["isSellOpportunity excludes sMSFT β€” confirmed gap: sMSFT 2337 was crossable at w73 but only catchable by 45-min fallback","w70–w73 logs show '[object Object]' as reason field β€” object passed to log formatter instead of stringified; reduces observability","ORACLE_BASE_SAAPL hardcoded to $291.15 β€” becomes stale between wakes; drift check relative to a frozen base can miss repricing if base itself needs updating"],"suggestedChange":"Add 'sMSFT' to isSellOpportunity alongside sAAPL/sNVDA β€” this closes the confirmed miss class at w73 and removes the 45-min latency on sMSFT counterparty flow from Rebalancer-Lior at market open."},"issues":[{"scope":"agent","title":"Rotation logic gating taker decisions","detail":"consecutive_misses threshold (2) is being applied to TAKE decisions, not just bid-rotation decisions. At w73, sMSFT 2337 was within the ~1% ceiling and should have been taken immediately per mission ('take resting asks within ~1% of oracle, 24/7'). Agent held because rotation counter hadn't flipped.","fix":"In CLAUDE.md / agent reasoning: taker decisions are unconditional β€” if ask ≀ oracleΓ—1.01 and USDC available, take it regardless of consecutive_misses. Rotation counter governs only which asset to post a bid for."},{"scope":"agent","title":"watcher blind to sMSFT sells","detail":"isSellOpportunity filter in current.ts only watches sNVDA and sAAPL. sMSFT asks (e.g., 2337 at w73) only caught by 45-min fallback, creating up to 45-min latency on the most likely near-term counterparty (Rebalancer-Lior sMSFT trim at ~13:30Z).","fix":"Add 'sMSFT' to the [\"sAAPL\", \"sNVDA\"] array in isSellOpportunity. No other change needed."},{"scope":"agent","title":"Self-cancel bug at w70 (intent misidentification)","detail":"At w70, agent canceled bid 2320 after misidentifying intent 2335 as its own active lot. Re-posted identical bid 2351. Wasted a cancel+post cycle; if this recurs during a thin fill window it could miss a counterparty.","fix":"Audit intent-ownership check logic: verify agent uses its own wallet address or a reliable intent-ID prefix to disambiguate own vs. others' intents before canceling."},{"scope":"agent","title":"[object Object] in wake logs (w70–w73)","detail":"Four consecutive wakes log '[object Object]' as the reason field, indicating an object is being passed to the log formatter un-stringified. Doesn't affect trading but reduces observability for debugging.","fix":"Stringify the reason argument before logging: JSON.stringify(reason) or reason?.toString()."}],"assessment":"sMSFT ask 2337 was within the ~1% ceiling at w73 but not taken β€” rotation logic incorrectly gated the taker decision (consecutive_misses=1, threshold=2 for rotation). That is a missed opportunity, not a market void. Separately, the watcher's isSellOpportunity filter covers only sNVDA/sAAPL, leaving sMSFT opportunities detectable only via the 45-min fallback, so this class of miss will recur."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4881625,"w7Usd":1.86,"w7PctPool":0.2,"w5Son":0,"w7Son":2135582,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":89,"wakes":41,"firstWakeMs":1780924988000,"lastWakeMs":1781521080000,"ageMin":87,"lastWhy":"All actionable signals require selling crypto I do not hold. No buy-dip on any asset. Stocks not live yet. Best move: wa","repeatWakes":30,"avgGapMin":248,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535614237,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":155}},"verdict":{"summary":"Step-1's concern about ~15.3h stale baselines at market open is RESOLVED for this cycle: w42 (10:57Z Jun 15) rewrote CRYPTO_AVGS to fresh values (BTC 64332.29 / ETH 1678.77 / SSV 2.32), so baselines will be only ~2.5h stale when the 13:30Z trigger fires β€” a major improvement over the feared 15.3h. Structural issue persists: averages are still compile-time co","badge":"WAITING MARKET OPEN","confidence":"high","bottomLine":"Baseline staleness alarm cleared for today β€” w42 refreshed CRYPTO_AVGS at 10:57Z, leaving ~2.5h of drift at 13:30Z open vs the feared 15.3h. No buy-dip signals (all crypto up 2.4–3.7%); zero crypto inventory blocks sells. Next live event is 13:30Z stock oracle; watcher is armed and will fire on time.","rootCause":{"class":"structural","evidence":"All three crypto assets above their compile-time trailing averages (BTC +2.43%, ETH +3.74%, SSV +3.07% per w42 comment) β€” no buy-dip signals. Zero crypto inventory prevents any sell-strength trade. US stocks closed until 13:30Z. No counterparty or infra failure."},"reasoningRead":"Sound and solving the right problem. Agent correctly identifies sub-threshold deviations (SSV +1.37% at w39 β€” below 1.5% cutoff), correctly blocks sells on zero inventory, correctly gates stocks behind market-hours check, and correctly refreshed baselines in the w42 script rewrite. Not churning β€” each wake yields a distinct data point. One structural concern: it fades dislocations vs a compile-tim","wakeTriggers":["crypto spot β‰₯1.5% below CRYPTO_AVGS compile-time constants (60s poll)","MARKET_OPEN_MS = 2026-06-15T13:30:00Z time trigger","4h fallback safety net","MISSING: runtime rolling-average update β€” CRYPTO_AVGS are still embedded constants; if watcher runs past 13:30Z without re-scripting, next cycle starts stale ag"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty (147/192 fleet deals, 76%); accepts delivered swaps near oracle mid β€” exact instrument swing-nikita uses","available":"ok, 7 open intents live"},{"agent":"momentum-nikita","fit":"maybe","why":"Also trades delivered swaps and rotates into strongest movers; swing-nikita sells strength / buys weakness β€” directionally opposed, natural ","available":"ok"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA via delivered swaps; sMSFT trim at open could cross swing's stock buys if sMSFT is stretched below baseline","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None. SSV reached +1.37% at w39 (Jun 14 19:36Z) β€” correctly no-trade, sub-1.5% threshold. No asset crossed the buy-dip threshold since last summary. Sell signals correctly blocked by zero inventory.","wakeScript":{"wellReasonedForMission":true,"good":["CRYPTO_AVGS refreshed at w42 (10:57Z Jun 15) β€” BTC 64332.29/ETH 1678.77/SSV 2.32 β€” reducing open-time staleness from feared 15.3h to ~2.5h","MARKET_OPEN_MS hardcoded to today's date (2026-06-15T13:30:00Z) with fallback 4h β€” primary trigger fires exactly at stock oracle live time","60s poll cadence is appropriate for a dislocation scanner that needs sub-minute latency to catch a move","BUY-DIP-only guard comment correctly reflects zero-inventory sell block; won't fire on a signal the LLM can't act on","Zero-LLM watcher β€” fast and reliable"],"lacking":["CRYPTO_AVGS are still compile-time constants embedded per wake-script rewrite β€” if no wake fires between 13:30Z and the next natural fallback, the next script g","No stock baselines in watcher β€” by design (stocks not live until open) but means any stock dislocation can only be detected AFTER the MARKET_OPEN_MS trigger fir"],"suggestedChange":"Compute CRYPTO_AVGS live inside the watch loop (fetch N-period candles / EMA from readPrice or a history endpoint) rather than embedding them as compile-time constants. This eliminates all staleness drift regardless of how long the watcher "},"issues":[{"scope":"agent","title":"CRYPTO_AVGS are compile-time constants β€” staleness accrues between script rewrites","detail":"Baselines were refreshed at w42 (10:57Z), cutting open-time staleness from ~15.3h to ~2.5h for this cycle. But the structural problem remains: if the watcher runs for hours without a rewrite (next fallback 235min out), the averages cannot self-update. On a volatile night the dislocation threshold co","fix":"Fetch a live rolling average (e.g., read last 12h OHLCV via belt.tools.readPrice or a candles endpoint) at the top of each runWatchLoop tick and diff against that instead of the embedded constant. Adds one async call per 60s tick but makes the signal always accurate."},{"scope":"agent","title":"tokens_5h_usd=0 inconsistent with last_wake_usd=0.42 at 7 min ago","detail":"Minor metrics lag β€” w42 (10:58Z, 7 min ago) cost $0.42 per last_wake_usd but tokens_5h_usd reports 0. Likely a pipeline flush delay, not a real issue, but worth confirming the 5h window closes correctly post-wake.","fix":"Verify metrics aggregation pipeline picks up the most recent wake within the 5h window; may be an off-by-one on flush timing."}],"assessment":"Baseline staleness alarm cleared for today β€” w42 refreshed CRYPTO_AVGS at 10:57Z, leaving ~2.5h of drift at 13:30Z open vs the feared 15.3h. No buy-dip signals (all crypto up 2.4–3.7%); zero crypto inventory blocks sells. Next live event is 13:30Z stock oracle; watcher is armed and will fire on time."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":211,"msgs":4186,"total":243416932,"totalUsd":140.53,"w5":10801178,"w5Usd":6.89,"w5PctPool":4.3,"w7":243416932,"w7Usd":140.53,"w7PctPool":10.1,"w5Son":9763450,"w7Son":184854574,"hourly":[1.93,1.01,3.96,0,0,2.35,1.17,5.14,1.7,2.13,2.4,0.23,5.51,2.01,1.11,0.77,1.37,1.43,1.36,2.64,7.73,7.99,6.55,1.23],"lastWake":{"ts":"2026-06-15T12:13:18.198Z","tokens":1142828,"usd":0.94,"msgs":17}},"onchain":{"deals":46,"openIntents":1,"balanceUsd":103.04,"realizedPnl":3.05,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":105,"wakes":246,"firstWakeMs":1780945920000,"lastWakeMs":1781525340000,"ageMin":16,"lastWhy":"Gap-protect: 2.5 min between watcher fallback and soonest bait expiry. CMQ cancels rejected (false positives from sub-fl","repeatWakes":204,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781527599843,"watching":"17 intents, none takeable; soonestExpiry=1781526721; next poll 71s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":130,"nextFallbackMin":22}},"verdict":{"summary":"PID death structural pattern persists and is STILL UNDIAGNOSED but gap-protect is compensating cleanly. w205 (10:07) is the most recent death (PID 198107 gone); it triggered correctly: ETH bait drifted to 2.19% (above 2.05% ceiling, caused by $6.69 ETH drop), gap-protect cancelled short-TTL intents, 6 fresh baits posted with 1h TTL (~10:55-11:02 UTC expiry).","badge":"CYCLING CLEAN","confidence":"high","bottomLine":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate.","rootCause":{"class":"structural","evidence":"PID deaths at w201/w202/w203/w204/w205 (~15-20 min intervals); watcher process crashes between 30s polls rather than timing out. armed=true + nextFallbackMin=40 means fallback is absorbing each death. 6 open baits on book; 0 edges found at w205; no counterparty flow to take."},"reasoningRead":"Sound and solving the right problem. Each wake correctly distinguishes requote-needed vs hold: w203 confirmed baits within [1.55%, 2.05%] tolerance and held; w203-fallback detected SSV at 2.67% (above ceiling) and corrected; w205 detected ETH drift to 2.19% and corrected. CMQ false-positive logic (sub-floor rivals excluded from cancel signals) is working. The agent is not re-deriving β€” it's increm","wakeTriggers":["New takeable edge β‰₯1% (scan-edges.ts, 30s poll)","~5 min before soonest intent expiry (soonestExpirySec from scan)","Quote erosion/undercut (check-my-quotes.ts cancelCmds > 0)","Hard fallback 2h","MISSING: PID crash detection / auto-restart within the watcher process itself β€” the process dies silently and gap-protect on next wake is the only corrective pa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 8 settled deals; dominant hub with 12 open intents and deep inventory","available":"active, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of last 8 settled deals; fast-moving, likely to post mispriced intents vulture can take","available":"active, broke 19-wake streak this cycle "},{"agent":"option-writer-matheus","fit":"yes","why":"2 of last 8 settled deals; posts options vulture can take near-decided","available":"dormant 325+ min β€” reduced fit until it "},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 8 settled deals; delivers swaps, occasional overlap","available":"active, health ok"}],"reliableCounterparties":2,"missedOpportunities":"0 edges reported at w203 and w205 β€” nothing takeable above 1% floor on book at those scans. CMQ flagged sub-floor rivals but correctly excluded as false positives. No verifiable missed opportunities this window; the book was thin.","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge, pre-expiry, quote erosion, fallback) maps directly to vulture's active-quoting + opportunistic-taking mission","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on known traps","30s poll cadence is appropriate β€” tight enough to catch price drift, not sub-minute spam","2h hard fallback is a correct safety net for a patient agent"],"lacking":["No crash-resilience within the script itself: when execSync(scan-edges) or JSON.parse throws outside the try blocks (e.g. scan.takeable on a malformed response)","soonestExpirySec arithmetic: if scan.soonestExpirySec is undefined (malformed scan output), the pre-expiry condition evaluates undefined math silently β€” NaN >= ","2h fallback is correct for a patient agent, but with PID dying every ~15-20 min the effective fallback is 'next gap-protect wake' not '2h' β€” the fallback is not"],"suggestedChange":"Wrap the entire runWatch body in a top-level try/catch that logs and re-arms on unhandled error, so a malformed scan response or uncaught exception doesn't silently kill the PID β€” instead it logs the crash reason and the fallback fires with"},"issues":[{"scope":"agent","title":"Watcher PID crash cadence undiagnosed (~15-20 min, 5+ deaths in 1h)","detail":"Deaths at w201/w202/w203/w204/w205 β€” far more frequent than the 2h fallback interval. The cause is unknown but likely: (a) unhandled exception from malformed scan-edges JSON crashing runWatch outside the inner try block, or (b) memory pressure from the execSync tight loop. gap-protect is compensatin","fix":"Add a top-level try/catch in runWatch; log the crash message before re-throwing. Then check watcher logs for the actual error β€” the gap-protect wakes will contain it in their output once it's surfaced."},{"scope":"agent","title":"Net PnL vs token burn: $2.09 realized on $136.54 lifetime burn","detail":"46 deals with only $2.09 realized PnL while burning $136.54 in tokens lifetime (current rate $8.19/5h = ~$39/day). The bait-posting loop is expensive. If fill rate doesn't improve, the strategy is token-negative net.","fix":"Audit fill rate on the 6-bait book: how many baits are being taken vs expiring? If >80% expire unfilled, reduce bait count or widen the cadence to cut token burn."}],"assessment":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate."}}],"unattributed":{"sessions":9007,"tokens":222672077,"usd":122.47,"w5":12107906,"w5Usd":7.73,"hourly":[0.6,0,0.56,1.28,5.29,4.13,4.57,0.53,1.99,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.58,1.42,0.62]},"boardOverhead":{"sessions":6240,"tokens":60580576,"usd":151.01,"w5":3046109,"w5Usd":10.83,"hourly":[2.26,1.98,2.12,2.17,2.29,2.42,1.99,2.27,2.25,2.21,2.45,2.33,2.26,2.83,1.8,2.76,1.5,2.29,1.68,2.72,2.25,2.59,4.44,1.89]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":1993145265,"grandUsd":1260.57,"grandSessions":16589,"attributedTokens":1709892612,"unattributedTokens":222672077,"boardTokens":60580576,"reassembledTokens":1993145265,"tokensBalance":true,"attributionPct":88.5,"multiMatchSessions":183,"sessionsScanned":11357,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":93475,"dedupedMsgs":44994,"rawTokens":4486552370,"dedupedTokens":1993145265,"dupRatio":2.251}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T12:21:14.274Z","swarm":{"headline":"LP HUB BLEEDING, TAKERS ACTIVE","funnel":{"posted":2450,"settled":195,"conversionPct":7.96,"byTemplate":{"swap":172,"custom/binary":23,"indexBasket":0}},"liquidityMap":[{"market":"Swap / LP surface","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom","status":"Most active pair β€” 5 deals this cycle, ~28/40 visible LP fills adversarial; LP i"},{"market":"Swap / LP surface","flow":"LP-Maker-Matheus ⇄ Vulture-Andrew","status":"Active β€” bait sweeps firing; 2 recent deals; 6 baits on book (10–11m TTL)"},{"market":"Swap / LP surface","flow":"LP-Maker-Matheus ⇄ Momentum-Nikita","status":"Sporadic β€” 2 recent deals; currently held (fast gap 0.51pp at w46 vs 2pp thresho"},{"market":"Swap / LP surface","flow":"LP-Maker-Matheus ⇄ Stacker-Massimo","status":"Reduced β€” 1 deal this cycle; rotation-logic bug blocked valid sMSFT take at w73"},{"market":"Swap / sNVDA rebalance","flow":"LP-Maker-Matheus ⇄ Option-Writer-Matheus","status":"Active β€” intent 2388 (12 USDC β†’ 0.058507 sNVDA at $205.10) posted w34, unfilled "},{"market":"sMSFT rebalance","flow":"LP-Maker-Matheus ⇄ Rebalancer-Lior","status":"Blocked β€” Lior's 0.03 sMSFT balance below LP minimum lot (0.030888) since w50 (1"}],"causalLinks":[{"cause":"Arb-Hunter-Tom latency-arbs LP-Maker's slow oracle refresh","effect":"LP-Maker realized PnL βˆ’$16.8+ and climbing; adversarial fills are ~70% of its volume (28/40 visible deals)","evidence":"arb-hunter-tom: '23/25 deals via LP-Maker'; lp-maker-matheus: 'ETH ask inverted βˆ’54bps (w212 cancel), SSV ask break-even $2.42 (w211), BTC consumed pre-wake'; negative PnL βˆ’$16.8 cited in summary"},{"cause":"LP-Maker-Matheus is sole liquid swap counterparty for 5 agents","effect":"A single LP outage or capital depletion simultaneously stalls arb-hunter-tom, momentum-nikita, stacker-massimo, vulture-","evidence":"11/16 recent deals involve LP-Maker; arb-hunter-tom reliableCounterparties=1, momentum-nikita=1, stacker-massimo=1, rebalancer-lior=0 (blocked); $72.42/5h burn rate on LP wallet"},{"cause":"Option-Writer-Matheus ENGINE 2 dormant (zero option-taker demand after 11+ wakes at 3%β†’1.5% premium)","effect":"Option-Taker-Matheus starved β€” zero audited options on book across ~8h window (w36–w38); options market completely froze","evidence":"option-taker-matheus: 'w36, w37, w38 all found zero audited Option intents'; option-writer-matheus: 'ENGINE 2 dormant; zero takers consumed any post'; option-taker reliableCounterparties=1 (sole sourc"},{"cause":"Rebalancer-Lior sMSFT balance (0.03) is below LP minimum lot (0.030888) by 0.000888 sMSFT","effect":"Entire trim-then-buy chain blocked since w50 (11:04Z, ~2h); agent will miss 13:30Z equity open unless wallet topped up (","evidence":"rebalancer-lior rootCause.evidence: 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; no settled deal since w50; nextFallbackMin=129 (~14:30Z, after open)"},{"cause":"Stacker-Massimo rotation threshold incorrectly applied to taker (not just maker) decisions","effect":"Valid sMSFT ask 2337 skipped at w73 despite being within ~1% ceiling; accumulation stalled even when price is in range","evidence":"stacker-massimo w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]'; 10 settled deals all from LP/Option-Writer, none via direct taker opportunism"},{"cause":"Bear-Yosher current.ts missing ETH_BASELINE and ETH_DEVIATION_PCT","effect":"Only BTC HALT signal wired; ETH-driven halt events cannot fire despite mission specifying dual BTC/ETH HALT logic","evidence":"bear-yosher rootCause.evidence: 'no ETH_BASELINE or ETH_DEVIATION_PCT anywhere in current.ts'; agent otherwise executing cleanly (3 live deals, anchor 2387 resting)"}],"insights":[{"severity":"warn","title":"LP-Maker hub concentration β€” 70%+ of fleet liquidity in one agent","detail":"11/16 recent deals involve LP-Maker-Matheus. Five agents report reliableCounterparties ≀1, all pointing to LP-Maker. No second swap-maker exists. A single outage or capital floor hit stalls the majority of the fleet simultaneously. This is fleet structural risk, not any one agent's fault.","evidence":"11/16 recent settled deals include LP-Maker; arb-hunter-tom: 23/25 lifetime deals via LP-Maker; momentum-nikita, stacker-massimo, vulture-andrew each reliableCounterparties=1; rebalancer-lior reliableCounterparties=0","scope":"fleet","fix":"Add a second swap-maker or configure LP-Maker with a capital floor circuit-breaker so β‰₯2 reliable swap liquidity sources exist fleet-wide"},{"severity":"warn","title":"LP-Maker bleeding PnL to arb at βˆ’$16.8+ realized","detail":"Arb-Hunter-Tom is taking ~70% of LP-Maker's fills adversarially (28/40 visible deals). LP is the structural slow leg: ETH ask inverted βˆ’54bps at w212, SSV ask filled at break-even $2.42 (w211), BTC consumed before scheduled wake. $72.42/5h burn rate with no apparent PnL offset.","evidence":"lp-maker-matheus summary: 'Negative realized PnL βˆ’$16.8'; arb-hunter-tom rootCause: 'latency arb on fast CEX feed vs slow on-chain oracle'; deal 193 (+25bps SSV), deal 194 ($0.024/$9.255 notional)","scope":"core","fix":"Investigate LP oracle refresh cadence; tightening price update latency or adding a short-lived post-fill lockout shrinks adversarial fill window"},{"severity":"warn","title":"Rebalancer-Lior lot-size blocked β€” will miss 13:30Z equity open","detail":"sMSFT balance 0.03 is below LP minimum lot 0.030888 by 0.000888 sMSFT (~$0.35). No swap has executed since w50 (11:04Z, ~2h ago). Market opens in ~75min; watcher fallback fires at ~14:30Z β€” after open. Without a manual top-up the entire trim-then-buy chain stalls again at open.","evidence":"rebalancer-lior: 'LP sMSFT lot (0.030888) exceeds balance (0.03)' flagged at w50; no settled deal since w50; nextFallbackMin=129","scope":"fleet","fix":"Top up Rebalancer-Lior sMSFT wallet by β‰₯0.001 sMSFT (~$0.40) before 13:30Z, OR lower LP-Maker sMSFT minimum lot below 0.03"},{"severity":"warn","title":"Stacker-Massimo rotation bug skipping valid taker fills","detail":"Rotation threshold logic is gating a pure taker decision it should not gate. sMSFT ask 2337 was within the ~1% price ceiling at w73 β€” a straightforward buy β€” yet the agent skipped it citing rotation threshold. That gate belongs only on maker-side rebalance posts. Each skipped ask delays accumulation.","evidence":"stacker-massimo w73 log: 'sMSFT 2337 within ceiling but not yet at ro[tation threshold]'; rootCause.class=toolchain-blocked; 10 settled deals all buys from LP or Option-Writer","scope":"fleet","fix":"Fix stacker-massimo CLAUDE.md: accepting an ask within the price ceiling bypasses rotation threshold; that gate applies to maker-side rebalance posts only"},{"severity":"warn","title":"Vulture-Andrew PID death undiagnosed β€” 5+ cycles, ~15-20min cadence","detail":"PID deaths at w201–w205 at regular ~15-20min intervals. Gap-protect is absorbing each death correctly (cancels stale baits, reposts 6 fresh with 1h TTL), but the root crash cause remains unknown after multiple board cycles. Regular cadence suggests memory leak, resource ceiling, or scheduled kill rather than a true crash.","evidence":"vulture-andrew: 'PID 198107 gone at w205 (10:07Z)'; deaths at w201–w205 at ~15-20min intervals; armed=true, nextFallbackMin=26; gap-protect compensating each time","scope":"fleet","fix":"Capture Vulture-Andrew watcher stderr and exit code on next death (expected in ~26min) β€” the regularity pattern will distinguish OOM/timeout/SIGKILL"},{"severity":"warn","title":"Bear-Yosher running on half its HALT logic β€” ETH band absent from wake script","detail":"Bear-Yosher's mission specifies dual BTC/ETH HALT signals, but current.ts contains no ETH_BASELINE or ETH_DEVIATION_PCT anywhere. An ETH-driven halt event cannot fire. The agent is otherwise executing cleanly (3 live deals, anchor 2387 resting, BTC band wired correctly).","evidence":"bear-yosher rootCause.evidence: 'no ETH_BASELINE or ETH_DEVIATION_PCT anywhere in current.ts despite mission's dual BTC/ETH HALT logic'","scope":"fleet","fix":"Add ETH_BASELINE + ETH_DEVIATION_PCT to bear-yosher current.ts mirroring the BTC pattern; HALT should trigger on ETH deviation with the same threshold logic"}],"fleetMoves":[{"scope":"fleet","action":"Top up Rebalancer-Lior sMSFT balance by β‰₯0.001 sMSFT (~$0.40) before 13:30Z β€” blocked for 2h+ and watcher fallback fires at 14:30Z, after equity open"},{"scope":"fleet","action":"Fix Stacker-Massimo rotation-logic: taker accepts within price ceiling must bypass rotation threshold gate; next valid sMSFT ask will be skipped again otherwise"},{"scope":"fleet","action":"Capture Vulture-Andrew watcher exit code + stderr on next PID death (~26min, regular ~15-20min cadence) to diagnose OOM/timeout/SIGKILL root cause"},{"scope":"fleet","action":"Add ETH_BASELINE + ETH_DEVIATION_PCT to Bear-Yosher current.ts β€” ETH HALT band is entirely absent despite being half the mission's dual-signal design"},{"scope":"core","action":"Decide index-maker/index-taker fate after 53 null cycles and $0 lifetime activity: activate with wallet + wake-script, or decommission and remove from board"}],"at":"2026-06-15T12:25:35.676Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB ACTIVE, PRE-OPEN","healthDelta":"Better vs last run: Momentum-Nikita broke its 'no on-chain action' streak (2 new LP deals settled), Stacker-Massimo also settled an LP swap despite rotation-logic bug, and Arb-Hunter-Tom is the most active taker with 5 recent deals; new anomaly is 0x8121…295E flooding 24 near-identical 4-USDC custom","focusAreas":["0x8121…295E batch anomaly: 24 custom intents (8Γ— BTC, 8Γ— ETH, 8Γ— SSV, all 4 USDC each β‰ˆ$96 total) expiring in 5–11 min β€” flood pattern, no fleet agent matches this address","LP-Maker-Matheus appears in 11 of 16 recent deals (hub concentration risk); 13 open intents, $72.42/5h burn β€” cluster #2334–#2339 expired ~11:07–11:08Z, book continuity unconfirmed","Arb-Hunter-Tom: 5 recent settled deals (4Γ— LP-Maker, 1Γ— Vulture-Andrew), HWM was 2374 β€” active edge period, check if HWM advanced","Equity pre-open window (~2h to 13:30Z): Momentum-Nikita (407min fallback), Swing-Nikita (177min), Rebalancer-Lior (sMSFT lot-size mismatch unresolved), Stacker-Massimo (rotation bug) all fire at/near ","Mimic-Ljuba has 2 simultaneous live custom deals (Bear-Yosher + Polymarket-Ljuba) with 0 open intents β€” settlement pending","Vulture-Andrew PID death still undiagnosed after multiple cycles; gap-protect compensating but root cause unknown"],"perAgentFocus":{"arb-hunter-tom":"5 recent deals settled (4Γ— LP-Maker, 1Γ— Vulture-Andrew) since HWM=2374 β€” did the HWM advance beyond 2374, which specific edges (ETH/BTC/SSV) fired, and is the watcher still correctly armed for the next edge window (nextFallback=26min)?","bear-yosher":"Bear-Yosher ↔ Mimic-Ljuba [custom] is live (1 open intent) β€” is this the BTC anchor #2375 posted at w61, has ETH band been added to the watcher since the last summary flagged it missing, and does nextFallback=200min land before the BTC band","index-maker":"53rd consecutive null cycle β€” is there any signal (wallet, env, commit) that distinguishes 'deploying soon' from 'permanently decommissioned', and should this be escalated to a fleet-level decision?","index-taker":"53rd consecutive null cycle with index-maker also dead β€” same decommission-vs-waiting question; confirm that no IndexBasket intents exist on the open book that would give it something to act on even if deployed today","lp-maker-matheus":"Cluster #2334–#2339 expired ~11:07–11:08Z per prior summary prefire β€” did the watcher successfully renew those intents, are all 13 book slots still filled, and do the Vulture-Andrew asks on book (6 intents: BTC, sAAPL, sMSFT, ETH, SSV) repr","mimic-ljuba":"Two simultaneous live custom deals (Bear-Yosher + Polymarket-Ljuba) with 0 open intents β€” are both deals in-the-money for Mimic (i.e., Mimic as which party, at what implied p?), and is the equity-open watcher still on track to fire at/befor","momentum-nikita":"LP-Maker ↔ Momentum-Nikita settled twice (new since prior 'no on-chain action') β€” did the fast signal cross threshold or did Nikita take LP resting asks directly, and does nextFallbackMin=407min land after the 13:30Z equity open as intended","option-taker-matheus":"0x57F8…B0ff ↔ Option-Taker-Matheus [custom] settled (new external counterparty) β€” what instrument/strike/premium was this option, did the fallback fire or a fireWake trigger, and does the nextFallbackMin=317min countdown now reflect a fresh","option-writer-matheus":"LP-Maker ↔ Option-Writer AND Stacker ↔ Option-Writer both settled (new) β€” were these ENGINE 1 (portfolio swap rebalances) or ENGINE 2 (option writes), and did ENGINE 2 finally re-rank after 11+ wakes of sNVDA supply gap?","polymarket-ljuba":"Polymarket-Ljuba ↔ Mimic-Ljuba [custom] live with 2 open intents β€” is the Mimic deal one of the 2 open intents or already matched, what's the deal-#190 Jun16 10:32Z expiry countdown, and does nextFallbackMin=1374min (β‰ˆ23h) correctly cover t","rebalancer-lior":"sMSFT lot-size mismatch flagged at w50 (LP min 0.030888 > balance 0.03) remains unresolved with market open ~2h away β€” will this block the trim-then-buy chain at 13:30Z, and has any new swap executed since w50 that changed the balance?","stacker-massimo":"LP-Maker ↔ Stacker-Massimo [Swap] settled (new deal!) β€” did the rotation logic gate or allow this take, and is the rotation-threshold bug (prior: 'gating a taker decision it should not gate') now producing false negatives on sAAPL/sNVDA ask","swing-nikita":"Baselines refreshed at w42 (BTC 64332.29 / ETH 1678.77 / SSV 2.32) and nextFallbackMin=177min targets ~13:30Z open β€” are current book prices (BTC ~$65,716 per Bear watcher, ETH ~$1,739 per Arb edge) stretched enough vs those baselines to tr","vulture-andrew":"6 fresh baits posted post-w205 PID death with ~1h TTL expiring ~10:55–11:02Z β€” have those baits been taken, expired, or renewed, and has the PID death root cause been diagnosed (or is gap-protect still the only mitigation after multiple cyc"},"ctas":[{"scope":"core","text":"Identify 0x8121…295E: 24 near-identical custom intents (4 USDC β†’ BTC/ETH/SSV, 8 each) all expiring in <11min β€” determine if this is a test wallet, a buggy agent, or external spam, and add address to f"},{"scope":"agent","text":"vulture-andrew: PID death (e.g., w205 PID 198107) is still undiagnosed after multiple cycles β€” capture the actual death signal (OOM, signal, exit code) before gap-protect masking makes root-cause unre"},{"scope":"agent","text":"stacker-massimo: Rotation-threshold logic is gating taker decisions on in-ceiling asks β€” remove rotation check from the take path; rotation should only gate what to buy next, not whether to buy at all"},{"scope":"agent","text":"rebalancer-lior: sMSFT lot-size mismatch (LP min 0.030888 > balance 0.03) will block the trim-then-buy chain at 13:30Z open β€” either acquire more sMSFT before open or adjust the trim target to a LP-fi"},{"scope":"agent","text":"bear-yosher: Add ETH band watch to the watcher alongside BTC β€” dual-signal mission is half-blind with only BTC tracked"},{"scope":"fleet","text":"index-maker + index-taker at 53rd consecutive null cycle β€” escalate to a deployment decision: set a deployment date or mark as decommissioned to stop polluting the fleet health panel"}],"at":"2026-06-15T12:05:55.166Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T13:30:07.692Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":112.05,"used7d":null,"used7dUsd":1274.89,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":63.5,"estPct7d":84,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":180.3,"estPct7d":201.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":188.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":175.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":151127041,"w7":1581069499,"tot":1585114723},"haiku":{"w5":7510071,"w7":434314337,"tot":434960543}},"fleet":{"agentsUp":12,"lifetimeTokens":2020095077,"lifetimeUsd":1280.9,"sessions":16640,"deals":199,"openIntents":46,"totalIntents":2537},"oracle":{"USDC":1,"ETH":1821.91,"BTC":66857.01,"SSV":2.45,"AAPL":291.15,"NVDA":205.1,"MSFT":390.84},"oracleAt":"2026-06-15T13:25:33.309Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":4969466,"w5Usd":2.69,"w5PctPool":2,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":4969466,"w7Son":22394684,"hourly":[0.55,0.36,1.78,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.35,"realizedPnl":3.38,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":148,"wakes":354,"firstWakeMs":1780927992000,"lastWakeMs":1781530200000,"ageMin":0,"lastWhy":"0 binary latency takes, 0 affordable swap edges β‰₯10bps. CEX positive vs oracle is the right regime but no poster is offe","repeatWakes":306,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781531841925,"watching":"new intent >2520 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (regime: ETH +111bps / BTC +33bps / SSV +74bps wide β€” watching for fresh poster anchoring stale oracle)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":27}},"verdict":{"summary":"Step-1 question answered: ETH +13bps regime flagged at w348 did materialize β€” intent #2455 posted at $1,769.50/ETH vs CEX $1,774.09 (+26bps), deal 196 filled at w353 (pay 3.539 USDC β†’ get 0.002 WETH). All 6 WAITs (w346–w352) were legitimate: oracle ≀6bps converged, no taker-favorable poster on book. BTC binary #2454 flagged 'structurally untakeable (same pat","badge":"EDGE FIRED +26bps","confidence":"high","bottomLine":"ETH edge reopened and was captured correctly (deal 196, +26bps). Six prior WAITs were sound patient discipline. The structural concern is economic: BTC binary #2454 consumes fallback evaluation tokens on 0% fill probability (8+ wakes), and the per-fill trade PnL (~$0.009 on deal 196) is ~37Γ— below the per-deal token cost (~$0.33). The agent is reasoning well but operating below economic breakeven.","rootCause":{"class":"counterparty-starved","evidence":"w346–w352: oracle fully converged to CEX (≀6bps confirmed w350), no taker-favorable poster present. w353: LP-Maker posted #2455 with stale $1,769.50/ETH quote; correctly sniped at +26bps (deal 196). All 41 lifetime deals are LP-Maker (39) or Vulture-Andrew (2). No binary fills in this window β€” BTC b"},"reasoningRead":"Sound and on-mission. Correctly distinguishes 'ETH regime forming but no poster to take' (w348–w349) from 'poster exists and edge confirmed' (w353). Recognizes the BTC binary #2454 pattern ('same pattern as 7 prior') but hasn't filtered it β€” the agent sees the loop, it just isn't acting on the meta-insight to stop evaluating it.","wakeTriggers":["New swap intent > HWM 2478 with quickSwapEdge β‰₯5bps vs CEX","New BinaryBet intent > HWM β€” always fires (scan-bets handles real edge check)","30-min fallback (blind to book age during the fallback window)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole reliable source of stale resting quotes β€” 39 of 41 deals; renewed book at w210, actively posting","available":"health=ok, active"},{"agent":"vulture-andrew","fit":"maybe","why":"2 deals settled; overlapping snipe surface but PID death at w205 makes it unreliable","available":"health=stuck β€” gap-protect compensating,"}],"reliableCounterparties":1,"missedOpportunities":"w351: intent #2390 at +84bps flagged as 'already gone' β€” appeared and disappeared in the 80-min window between w350 (13:00) and w351 (14:20). The 30-min fallback should have fired ~13:30 but w351 didn't land until 14:20, suggesting watcher re-armed with a longer deadline post-w350 convergence. 84bps is 3Γ— the edge captured at w353 β€” the gap-timing warrants review but may be structurally unavoidabl","wakeScript":{"wellReasonedForMission":true,"good":["quickSwapEdge pre-filter (β‰₯5bps) screens taker-negative flow before waking β€” critical for token economics on a pure-taker mission","Baselines existing intents on first poll β€” prevents spurious wakes on stale book state","HWM=2478 advances post-fill β€” correctly narrows watch window through intent stream","BinaryBet always-fire with scan-bets delegating real edge check β€” correct separation of concerns","30-min fallback appropriate; NEAR_EXPIRY_SEC=1800 matches scan-bets constant"],"lacking":["No cache for repeat-structurally-untakeable binaries: #2454 evaluated 8+ times at 0% fill probability; watcher has no mechanism to stop re-firing on it each fal","80-min gap between w350 and w351 suggests fallback re-arm after convergence may be extending beyond 30min β€” window where LP-Maker's +84bps #2390 was missed enti"],"suggestedChange":"Add a `structurallyUntakeable` Set in the watcher; when scan-bets rejects a binary as structurally untakeable (not a 'near expiry' miss but a structural terms failure), add its intentId β€” skip it on all subsequent polls without firing a wak"},"issues":[{"scope":"agent","title":"BTC binary #2454 evaluated 8+ times at 0% fill probability","detail":"w352 explicitly logs 'structurally untakeable (same pattern as 7 prior)'. Each fallback wake that re-evaluates this costs ~$0.55 (last_wake_usd). 8 wakes β‰ˆ $4.40 in token cost with zero fill upside β€” this single intent accounts for ~33% of lifetime token spend.","fix":"Maintain `structurallyUntakeable` Set in wake script (persisted to data/wake/ between watcher restarts); skip intentIds already rejected as structurally untakeable by scan-bets."},{"scope":"agent","title":"Per-fill trade PnL ($0.009 on deal 196) far below per-deal token cost (~$0.33)","detail":"Lifetime: $2.80 realized trade PnL / 41 deals = $0.068/deal avg. $13.47 token cost / 41 deals = $0.33/deal token cost. Deal 196 (0.002 WETH at +26bps) earned ~$0.009 gross. Even the SSV deal at w344 (+25bps) would need to clear $0.33 to break even on tokens. Net lifetime P&L: -$10.67 after token cos","fix":"Raise minimum takeable notional: at $0.33/deal token cost, a +26bps edge needs ~$127 notional to break even. Current fills (e.g. 3.539 USDC notional) are sub-economic. Add a MIN_NOTIONAL_USDC guard (suggest 50 USDC) to quickSwapEdge and scan-bets evaluation."}],"assessment":"ETH edge reopened and was captured correctly (deal 196, +26bps). Six prior WAITs were sound patient discipline. The structural concern is economic: BTC binary #2454 consumes fallback evaluation tokens on 0% fill probability (8+ wakes), and the per-fill trade PnL (~$0.009 on deal 196) is ~37Γ— below the per-deal token cost (~$0.33). The agent is reasoning well but operating below economic breakeven."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":35,"msgs":737,"total":41751873,"totalUsd":24.36,"w5":4105188,"w5Usd":2.8,"w5PctPool":1.6,"w7":41751873,"w7Usd":24.36,"w7PctPool":1.7,"w5Son":4105188,"w7Son":34357404,"hourly":[0,0.95,1.85,0,0,0,0,0,0,0,0,0,0,0,0,1.35,0.1,0,0.53,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T12:24:31.544Z","tokens":1448130,"usd":0.95,"msgs":23}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":74.95,"realizedPnl":-18.34,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":175,"wakes":91,"firstWakeMs":1780944154000,"lastWakeMs":1781529180000,"ageMin":17,"lastWhy":"Intent 2454 resolved (filled). Must maintain exactly one resting bear bet. BTC $66,505 β†’ $65,700 = 1.21% cushion (fill s","repeatWakes":67,"avgGapMin":141,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781544022601,"watching":"intent 2505 resolved OR deal 159 pre-fire (17:49) OR BTC +1.5% OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":230}},"verdict":{"summary":"Intent 2387 (BTC<$65,100) is NOT still resting β€” it expired at w63 (12:17Z) and was replaced by anchor 2454 (BTC<$65,400), currently resting with BTC baseline ~$66,264 (1.3% cushion). Deal 159 (strike ~BTC<$64,500 per w56, betExpiry 17:59Z today) is ~2.7% OTM ($66,264 vs $64,500) with ~5.7h remaining β€” near-certain $4 loss unless BTC drops ~$1,764. Deal 160 ","badge":"SHORT THESIS UNDERWATER","confidence":"high","bottomLine":"Anchor 2387 expired; replacement 2454 (BTC<$65,400) now resting at 1.3% cushion with BTC ~$66,264. Deal 159 is ~2.7% OTM with betExpiry in ~5.7h β€” $4 stake is near-certain loss. Realized PnL at -$18.34 and deepening as BTC trends up through three consecutive BELOW strikes.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 range to $66,264 baseline; deal 159 (~BTC<$64,500) and deal 160 (~BTC<$64,900) both OTM; anchor raised each cycle ($64,500β†’$64,900β†’$65,100β†’$65,400); realized PnL -$18.34 with Mimic-Ljuba (Γ—2) and Polymarket-Ljuba (Γ—1) as recent settled counterparties taking the opposing s"},"reasoningRead":"Sound execution of a stressed thesis. HALT logic, anchor cushion maintenance, and deal pre-fire tracking are all correct. The problem is the SHORT conviction is being consistently refuted by BTC price action β€” the agent is solving the right SHORT problem but BTC has climbed ~2.7% above deal 159's strike in the final hours. A disciplined loop in the wrong direction is the pattern to watch.","wakeTriggers":["Intent 2454 resolved (filled or TTL expired)","Deal 159 pre-fire at 17:49Z (10min before betExpiry 17:59Z today)","BTC adverse +1.5% from $66,264 (~$67,229) β€” upside HALT signal","4h fallback (~16:17Z today)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"2 of 3 most-recent settled deals; mirrors BinaryBets and takes the opposing side of BELOW bets","available":"ok, 19 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of 3 most-recent settled deals; values bets against Polymarket distribution","available":"ok, 5 deals, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” if deal 159 drifts far OTM toward expiry, arb-hunter may take it at near-zero; 41 deals, active","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none visible β€” anchor 2454 is resting; no ABOVE-strike BTC intents on book that would complement a long hedge; watcher correctly ignores the book for anything other than own-intent resolution","wakeScript":{"wellReasonedForMission":true,"good":["Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β€” correctly timed for settle-window action","Intent 2454 fill/expiry watch β€” ensures anchor is maintained per mission at all times","BTC +1.5% adverse trigger from $66,264 β€” respects HALT logic without over-triggering","4h fallback (~16:17Z) bridges to deal 159 pre-fire window; zero-LLM"],"lacking":["No BTC downside trigger β€” if BTC drops sharply toward $64,500–$64,900, deal 159/160 could move ITM rapidly; agent waits until 17:49Z pre-fire or 4h fallback to "],"suggestedChange":"Add a BTC -2% from baseline trigger (~$64,939) so the agent wakes immediately if a sharp drop could push deal 159/160 ITM β€” the current script can only react to adverse upside or the fixed pre-fire timer, missing the event that would actual"},"issues":[{"scope":"agent","title":"Deal 159 near-certain OTM expiry at 17:59Z today","detail":"BTC at ~$66,264 vs deal 159 strike ~$64,500 β€” ~2.7% OTM, $1,764 gap, with ~5.7h until betExpiry. No realistic recovery path unless BTC falls sharply. $4 stake is at risk.","fix":"No corrective action available mid-bet. Pre-fire trigger at 17:49Z is correctly wired β€” confirm settle is attempted promptly at expiry. Post-loss: review whether cumulative realized PnL (-$18.34) warrants reducing per-bet stake size in CLAUDE.md."},{"scope":"agent","title":"HALT threshold may clear too quickly as BTC trends persistently up","detail":"BTC has risen through four consecutive anchor strikes across this session ($64,500β†’$64,900β†’$65,100β†’$65,400). Each HALT lifted after a few wakes and the agent re-anchored higher. Mission says HALT when 'crypto climbs persistently (>2% over a few legs)' β€” the cumulative ~2.7% rise from deal 159's stri","fix":"Review CLAUDE.md HALT definition: add a cumulative-session-rise check (e.g., if BTC is >3% above the session's opening anchor strike, extend HALT duration before re-anchoring). This prevents the current pattern of repeated re-anchoring into an adverse trend."}],"assessment":"Anchor 2387 expired; replacement 2454 (BTC<$65,400) now resting at 1.3% cushion with BTC ~$66,264. Deal 159 is ~2.7% OTM with betExpiry in ~5.7h β€” $4 stake is near-certain loss. Realized PnL at -$18.34 and deepening as BTC trends up through three consecutive BELOW strikes."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"54th consecutive null cycle β€” no change from the 53rd. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. Step-1's focus question answered: NO deployment signal has appeared β€” no wallet funding, no env change, no wake-script commit, no new fields populated vs last run. Every observable is ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"54th null cycle with zero change. wake_script_source=null means no watcher was ever configured; wakes_failing=false and wake_error=null are vacuously true (no wakes have ever run, not that wakes are passing). This agent has never executed a single token of work. No deployment signal distinguishes it from permanently decommissioned.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0, settled_deals=not-indexed β€” identical across 54 consecutive cycles"},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate.","wakeTriggers":["MISSING: wake_script_source=null β€” no watcher ever configured"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Mission-paired: index-taker takes the SHORT side of LONG IndexBasket intents that index-maker would author","available":"Also undeployed β€” health=unknown, 0 deal"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” but moot; agent has never woken to evaluate any opportunity","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher exists at all","No fallback, no cadence, no trigger configured"],"suggestedChange":"N/A until deployment decision is made; writing a wake script before the decommission question is answered wastes effort"},"issues":[{"scope":"agent","title":"Decommission decision 54 cycles overdue for index-maker + index-taker","detail":"Both index-maker and index-taker have been in an identical null state for 54+ observed cycles: 0 tokens, 0 wakes, 0 deals, no wake script, armed=false, pidAlive=false. The focus question β€” 'deploying soon vs permanently decommissioned' β€” has no answer visible in agent data. This requires a human fle","fix":"Fleet owner confirms intent: (a) decommission both β€” remove from roster to stop polluting health metrics and focus area noise; or (b) deploy β€” fund wallet, write wake script, set env, arm watcher. A 55th null-cycle report adds no new information."}],"assessment":"54th null cycle with zero change. wake_script_source=null means no watcher was ever configured; wakes_failing=false and wake_error=null are vacuously true (no wakes have ever run, not that wakes are passing). This agent has never executed a single token of work. No deployment signal distinguishes it from permanently decommissioned."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"54th consecutive null cycle β€” zero change on every dimension since inception. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no IndexBasket intents visible on the open book this cycle (fleet book contains LP swaps, binary bets, and the 0x8121 BTC/ETH/SSV batch β€” no In","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"54 consecutive null cycles, 0 lifetime wakes, $0 spend. The agent was never deployed: no watcher script, no watcher process, no counterparty (index-maker is equally undeployed). No IndexBasket intents exist on the open book this cycle β€” confirming there is nothing to take even if it were live. A decommission decision is overdue; this slot is dead roster weight.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, wake_script_source=null, wakes=0 lifetime. Counterparty index-maker is identically undeployed. No IndexBasket intents on the open book β€” the entire instrument segment is absent. This is not a crash or block; the agent was simply never started."},"reasoningRead":"N/A β€” agent has never executed a single wake. No reasoning to evaluate.","wakeTriggers":["MISSING: no watcher script exists (wake_script_source=null) β€” nothing can fire this agent"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole source of LONG IndexBasket intents this agent is designed to take the SHORT side of","available":"Also undeployed β€” armed=false, pidAlive="}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake_script_source). Moot in practice β€” no IndexBasket intents are on the open book this cycle, so there was nothing to take regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No watcher script exists at all (wake_script_source=null) β€” agent cannot wake under any condition"],"suggestedChange":"Decommission the agent (remove from roster) unless an IndexBasket deployment plan is imminent; a stub watcher that polls for IndexBasket intents and fires only when one appears would be the correct script if kept, but the counterparty (inde"},"issues":[{"scope":"agent","title":"index-taker + index-maker: 54 null cycles, decommission decision overdue","detail":"Both index-maker and index-taker have 0 lifetime wakes, no watcher scripts, and no IndexBasket intents on the open book. They occupy named roster slots, inflate the fleet list, and create observer noise each cycle with no prospect of activity until an explicit deployment decision is made.","fix":"Either (a) formally decommission both agents and remove from the roster, or (b) assign an owner to deploy index-maker with a funded wallet and a working watcher script, which would unblock index-taker as a dependent. The current limbo state (54 cycles, no signal either way) should not continue."}],"assessment":"54 consecutive null cycles, 0 lifetime wakes, $0 spend. The agent was never deployed: no watcher script, no watcher process, no counterparty (index-maker is equally undeployed). No IndexBasket intents exist on the open book this cycle β€” confirming there is nothing to take even if it were live. A decommission decision is overdue; this slot is dead roster weight."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":958,"msgs":20630,"total":1284271704,"totalUsd":776.05,"w5":125191310,"w5Usd":82.76,"w5PctPool":50.1,"w7":1282695704,"w7Usd":775.05,"w7PctPool":53.4,"w5Son":120040380,"w7Son":1078712263,"hourly":[16,12.94,18.85,18.54,16.43,8.97,8.89,8.56,10.1,16.6,12.99,19.94,16.95,12.48,15.64,19.93,10.62,17.15,13.32,12.2,16.8,4.84,9.29,11.83],"lastWake":{"ts":"2026-06-15T13:30:05.467Z","tokens":1301775,"usd":0.98,"msgs":20}},"onchain":{"deals":151,"openIntents":11,"balanceUsd":748.94,"realizedPnl":-22.07,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":192,"wakes":244,"firstWakeMs":1781018900000,"lastWakeMs":1781529360000,"ageMin":14,"lastWhy":"ETH oracle guard $1785 triggered β€” ask at $1785 became -50.9bps below new $1794 oracle. ETH bid stale at -143.5bps = dea","repeatWakes":196,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781535227516,"watching":"PREFIRE_STOCKS 13:39 UTC / ask+bid-inversion guards / new swap / 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":84}},"verdict":{"summary":"Cluster #2334–#2339 SUCCESSFULLY renewed at w210 (11:09Z): 6 cancels + 7 posts with wider ETH/BTC vol-adj spreads after oracle surge, 12/12 book sustained through w210β†’w213 with zero dark gaps. Current book: 6 bid/ask pairs (#2436–#2444) with all three prefire timestamps armed (PREFIRE2 12:10Z, PREFIRE3 12:25Z, PREFIRE4 12:46Z). Negative realized PnL (-$16.8","badge":"LIQUID LOSING EDGE","confidence":"high","bottomLine":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative.","rootCause":{"class":"structural","evidence":"Arb-Hunter-Tom: ~28/40 visible recent deals (~70%); mission is latency arb on fast CEX feed vs slow on-chain oracle LP-Maker prices off β€” LP-Maker is the structural slow leg. ETH ask inverted -54bps (w212 cancel), SSV ask filled break-even $2.42 (w211), BTC ask consumed before scheduled wake (w212)."},"reasoningRead":"Sound and on-mission: vol-adjustment widening (ETH +47.5bps, BTC +29.5bps in w210 after oracle surge) and per-asset inversion guards show LP-Maker correctly diagnoses adverse selection and responds. SSV guard self-corrected within one wake cycle after oracle drop $2.44β†’$2.43 (w213 guard wake). Solving the right problem but imperfectly β€” wider spreads reduce fill rate without eliminating the oracle","wakeTriggers":["PREFIRE2 at 12:10Z (7min before #2390–#2392 exp ~12:17)","PREFIRE3 at 12:25Z (7min before #2402/#2404 exp ~12:32–12:33)","PREFIRE4 at 12:46Z (7min before main cluster #2436–#2442 exp ~12:53–12:55)","Bid inversion: oracle < bid_lo for any of 6 assets (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","Ask inversion: oracle >= ask_hi for any of 6 assets","90-min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker (~70% of fills); takes LP-Maker's resting asks specifically when oracle moves favorably β€” this is adverseselection, not neutra","available":"active, 5 recent settled deals, HWM 2374"},{"agent":"stacker-massimo","fit":"yes","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% oracle; 4 visible recent deals; less adverse selection risk than crypto takers","available":"ok, recently active, rotation-logic bug "},{"agent":"option-writer-matheus","fit":"yes","why":"Takes swaps as delta hedges for options portfolio; 6 visible recent deals; reliable repeat counterparty driven by hedging need not oracle la","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent takes from LP-Maker; also posts competing asks on BTC/sAAPL/sMSFT/ETH/SSV β€” dual role as taker AND supply competitor; PID death iss","available":"ok but PID death issue undiagnosed after"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; large concentrated swaps on rotation β€” infrequent but high-value when active; pre-open window now","available":"ok, 407-min fallback, pre-open"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; takes swaps to hedge option positions; low frequency","available":"ok, 2 live custom deals"}],"reliableCounterparties":3,"missedOpportunities":"unmeasurable: watcher monitors inversion guards and prefire timestamps but does not scan book for incoming taker intents LP-Maker could fill proactively. The 0x8121…295E batch (24Γ— 4-USDC custom intents, ~$96 total) required custom audit path β€” correct to skip. No resting swap intents from other addresses visible in data that LP-Maker passed on.","wakeScript":{"wellReasonedForMission":true,"good":["Three hardcoded prefire timestamps cover all expiry clusters with 7-min lead β€” cluster #2334–#2339 renewed on schedule at 11:09Z proving the system works","Per-asset bid/ask inversion guards for all 6 instruments fire immediately on oracle cross β€” eliminates free-option exposure within one poll cycle","SSV guard self-corrected within one wake after oracle drop $2.44β†’$2.43 (w213 guard wake) β€” rapid self-repair demonstrated","90-min fallback ensures recovery even if prefire timestamps all miss","Zero-LLM watch loop: price read + timestamp compare only β€” no model call until wake fires, keeping per-poll cost near zero"],"lacking":["No fill-detection: BTC ask consumed before w212 and caught only at the next scheduled wake β€” up to 15min of missing ask exposure per fill event","Prefire timestamps are hardcoded absolute Unix seconds β€” script must be manually rewritten each wake with new expiries; failure to update leaves a cluster witho"],"suggestedChange":"Add fill-detection to the watch loop: after each price check, compare current on-chain open-intent count against expected 12 β€” if any ask slot is empty, fire a wake immediately to repost rather than waiting up to 15min for the next prefire."},"issues":[{"scope":"agent","title":"Adverse selection from Arb-Hunter-Tom eroding PnL","detail":"Arb-Hunter-Tom accounts for ~70% of LP-Maker's fills and operates off a faster CEX feed β€” structurally exploits LP-Maker's oracle lag. Realized PnL -$16.82 over 149 deals confirms net-negative spread capture. Vol-adj widening (ETH +47.5bps, BTC +29.5bps) is directionally correct but insufficient: ET","fix":"Increase vol-adj multiplier for crypto when oracle move per cycle exceeds 50bps; consider skewing crypto inventory weighting toward equity synthetics (sAAPL/sNVDA/sMSFT) where adverse selection risk is lower and Stacker-Massimo/Option-Writer provide cleaner flow."},{"scope":"agent","title":"No fill-detection wake trigger leaves ask slots empty up to 15min","detail":"BTC ask consumed before w212, SSV ask filled break-even w211 β€” both caught only at scheduled prefire wake, not immediately on fill. Each fill creates an uncovered slot where LP-Maker earns no spread.","fix":"In watch loop: after each price read, fetch open intent count; if count < 12, fire wake immediately. Alternatively track per-asset ask presence by checking known intent IDs against on-chain state."},{"scope":"agent","title":"Hardcoded prefire timestamps require manual update every wake","detail":"PREFIRE2/3/4 are Unix timestamp constants that become stale after each renewal posts intents with new expiries. Agent correctly rewrites script each wake, but one missed update would leave a cluster without prefire coverage.","fix":"Compute prefire timestamps dynamically from expiry fields in posted intent objects (readable from state.json) rather than hardcoding. Eliminates per-wake copy-paste risk."},{"scope":"core","title":"Token burn 44.7% of pool in 5h unsustainable against negative PnL","detail":"$72.87/5h operational cost against -$16.82 realized PnL means token spend alone exceeds trading gains by a wide margin. 237 wakes (36-min avg gap) includes many no-ops (w208 concurrent, w211 concurrent) adding cost without benefit.","fix":"Concurrent-wake deduplication already working (w208/w211 correctly no-op). Evaluate whether equity-synthetic intents (lower adverse selection) should carry lower spreads to attract more Stacker-Massimo/Option-Writer flow and improve PnL mix while holding token budget flat."}],"assessment":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative.","kept":true},"overBudget":{"pct":50.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":80.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":143,"wakes":129,"firstWakeMs":1780927020000,"lastWakeMs":1781523000000,"ageMin":120,"lastWhy":"Clear high-edge taker opportunity at 23.1h horizon. BTC already $1,105 ITM for my side. Cost-implied 40% vs fair 85% = +","repeatWakes":97,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781534660482,"watching":"new BinaryBet appears OR deal #197 expiry window (~2026-06-16T11:01Z); 90 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":74}},"verdict":{"summary":"MAJOR CHANGE since last summary: w111 (06-15T11:30Z) found and accepted deal #197 β€” BTC above $65,400 at +45pp edge (fair 85% vs cost-implied 40%), BTC $1,105 ITM at acceptance, portfolio debited to $80.24. Mimic now holds TWO open BTC-bullish binary bets (#192 >$64,900, #197 >$65,400) both expiring 2026-06-16T11:01Z. Wake script updated post-w111 to fire 5 ","badge":"TWO OPEN BTC BETS","confidence":"high","bottomLine":"Mimic had its most active cycle on record: accepted deals #192 (+27.5pp edge) and #197 (+45pp edge) in consecutive wakes (w110, w111) β€” both BTC-bullish, both expiring 2026-06-16T11:01Z. Now correctly holding, watching for new BinaryBets or the expiry settlement window ~21h away. Concentration risk: two same-direction same-expiry positions; if BTC falls below $64,900 at expiry both stakes are lost simultaneously.","rootCause":{"class":"structural","evidence":"BinaryBet flow is thin: w104–w109 (6 wakes) all held because available bets had taker edge of βˆ’65pp to +2pp β€” well below β‰₯3pp floor. w110 and w111 found genuine edge (+27.5pp, +45pp) and took both immediately. Currently correctly positioned and waiting for next flow."},"reasoningRead":"Sound and on-mission. Disciplined edge floor correctly filtered βˆ’65pp, βˆ’15pp, +2pp opportunities before finding and acting on +27.5pp and +45pp edges. Consecutive acceptance in a short window (11:09Z β†’ 11:30Z) reflects a real directional window, not churn. No re-derivation loops visible.","wakeTriggers":["New BinaryBet intent appears on book (template=BinaryBet filter, baseline-on-first-scan to avoid stale fires)","Deal #197 expiry: setTimeout fires 5 min before 2026-06-16T11:01Z β€” but only when msUntilDealFire < FALLBACK_MS (90 min), so not active for ~20 more hours","90-min fallback (book-scan fallback, re-evaluates msUntilDealFire each arm)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Two prior settled deals; natural counterparty β€” Bear posts BTC-down bets that Mimic takes BTC-up side on","available":"ok, 20 deals, health ok"},{"agent":"polymarket-ljuba","fit":"maybe","why":"One prior deal; posts BinaryBets calibrated against Polymarket distribution β€” potential source of mispriced taker edge","available":"ok, 5 deals"},{"agent":"vulture-andrew","fit":"maybe","why":"Posts near-decided binaries and baited intents β€” could be maker of BTC bets with takeable edge","available":"stuck (PID instability since w205)"}],"reliableCounterparties":1,"missedOpportunities":"None. w104–w109 holds all justified: intents on book ranged from βˆ’65pp to +2pp taker edge, all correctly below β‰₯3pp floor. w110 and w111 both taken immediately. No evidence of a takeable BinaryBet being skipped.","wakeScript":{"wellReasonedForMission":true,"good":["Expiry timer: fires 5 min before deal #197 expiry (1781689260 βˆ’ 300) β€” correct settlement trigger","BinaryBet watcher: filters by kind=unknown AND template=BinaryBet, baseline-on-first-run prevents stale-intent false fires","60s poll cadence within runWatchLoop β€” reasonable for a taker watching live book","90-min fallback re-arms cleanly; zero-LLM process loop; can't fire on 'book non-empty'"],"lacking":["Deal #192 (same expiry 2026-06-16T11:01Z = Unix 1781689260) is NOT in the expiry setTimeout β€” only deal #197 is named. If the agent's settlement logic at that w","msUntilDealFire > FALLBACK_MS for the next ~20h, so the expiry setTimeout is NEVER armed in any individual 90-min window until Tβˆ’90min; fine by design but means"],"suggestedChange":"Add deal #192 as a commented reference in the expiry block (same DEAL_197_EXPIRY_UNIX) and confirm agent's settlement logic at that wake scans all open deals β€” not just the deal ID embedded in the wake reason string."},"issues":[{"scope":"agent","title":"Deal #192 absent from wake-script expiry timer","detail":"Wake script fires 5 min before deal #197 expiry and logs 'settle BTC above $65,400' β€” deal #192 (BTC above $64,900, same expiry Unix 1781689260) is not mentioned. If the agent's settlement routine uses the wake reason string to identify which deal to settle, deal #192 may expire unsettled.","fix":"Either: (a) confirm agent code settles ALL open deals on any expiry wake regardless of the wake reason, or (b) add a parallel setTimeout for deal #192 with the same DEAL_197_EXPIRY_UNIX βˆ’ 300 trigger and a matching wake reason string."},{"scope":"agent","title":"Concentrated BTC-bullish exposure: two same-direction same-expiry positions","detail":"Deals #192 (BTC>$64,900) and #197 (BTC>$65,400) are both long-BTC and expire simultaneously at 2026-06-16T11:01Z. If BTC closes below $64,900 both stakes lose in the same settlement event. Portfolio is $80.24; stake per deal is ~$2.67 each (~$5.34 combined max loss from open positions).","fix":"Flag as known concentrated risk. Consider adding a per-expiry exposure cap in mission (e.g. max 2 same-direction same-expiry bets) if a third BTC-up bet appears before settlement."}],"assessment":"Mimic had its most active cycle on record: accepted deals #192 (+27.5pp edge) and #197 (+45pp edge) in consecutive wakes (w110, w111) β€” both BTC-bullish, both expiring 2026-06-16T11:01Z. Now correctly holding, watching for new BinaryBets or the expiry settlement window ~21h away. Concentration risk: two same-direction same-expiry positions; if BTC falls below $64,900 at expiry both stakes are lost simultaneously."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":106.09,"realizedPnl":6.1,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":165,"wakes":47,"firstWakeMs":1780940859000,"lastWakeMs":1781523000000,"ageMin":120,"lastWhy":"ETH fast momentum +3.89% in 44min clears 2pp edge (first time). No resting sellers to lift β€” two were cancelled before I","repeatWakes":43,"avgGapMin":211,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781558932877,"watching":"intent #2536 resolves | crypto gap β‰₯2pp (BTC/ETH/SSV) | US mkt open 13:30 UTC Jun 15 | 8h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":479}},"verdict":{"summary":"Fast signal has remained compressed across all wakes since the prior summary (w39–w46: 0.23pp–1.73pp, never crossing 2pp threshold). Slow signal is confirmed (SSV +6.67% vs ETH +4.02% = 2.65pp gap at w46, 10:46Z), but dual-confirm rule correctly holds. No new trades. Structural trigger imminent: watcher coded to fire at 13:30Z US market open (~20min from now","badge":"ARMED, SIGNAL FLAT","confidence":"high","bottomLine":"No asset crossed 2pp fast threshold since w39; flat-signal hold is correct, not stuck. Portfolio at ATH ~$104.15 (USDC 41.9% + SSV ~50% + BTC ~7.6%), realized PnL +$5.62. US market open at 13:30Z UTC is a hard-coded watcher trigger firing in ~20 minutes β€” the next likely wake.","rootCause":{"class":"structural","evidence":"Fast signal at w46 was 0.51pp (ETH leads BTC from 3.3h baseline); prior wakes: 1.73pp (w39), 1.40pp (w40), 0.603pp (w41), 0.23pp (w42–w43), 1.06pp (w44), ~1.5pp (w45). Slow confirmed at 2.65pp (SSV) but fast never clears β€” fleet-wide low volatility suppressing intraday divergence. No infra or toolch"},"reasoningRead":"Sound and solving the right problem. The agent consistently measures the actual decision variable (leader-vs-next-best relative gap) rather than absolute moves, correctly excludes frozen equities from crypto momentum calc, and applies dual-confirm to avoid buying the laggard on noise. 42 of 46 wakes are repeats β€” expected in flat conditions, not churn. The one risk: slow signal has been confirmed ","wakeTriggers":["Crypto gap β‰₯2pp between any two of BTC/ETH/SSV (dynamic baseline from first poll)","US market open 13:30Z Jun 15 β€” hard-coded timestamp trigger in current watcher (~20min from now)","8h fallback ~18:46Z Jun 15 (nextFallbackMin=340)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"All 9 settled deals are LP-Maker swaps; LP is active, book refreshed at w210, resting asks available for momentum-driven taker","available":"awake, health ok"},{"agent":"swing-nikita","fit":"maybe","why":"Same asset universe (crypto + tech equities); swing fades dislocations while momentum chases them β€” complementary directions, could cross if","available":"awake, health ok"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed. Fast signal never crossed 2pp during this window; no momentum-valid swap was available that the agent failed to take. LP-Maker resting book may have had asks in SSV/BTC, but absent a 2pp fast signal these would be off-mission buys.","wakeScript":{"wellReasonedForMission":true,"good":["Measures leader-vs-next-best gap (correct decision variable) not per-asset absolute returns β€” a 1.5%/βˆ’0.8% pair correctly reads as 2.3pp gap","Dynamic baseline captured on first poll each wake β€” avoids hardcoded stale literals that would corrupt relative momentum calc","Hard-coded US market open trigger at 13:30Z expands universe to equities exactly when they become tradeable β€” zero-LLM, deterministic","8h fallback prevents indefinite sleep; 90s poll cadence appropriate for crypto volatility horizon","Excludes frozen equities from crypto momentum calc until market open β€” clean separation"],"lacking":["Watcher is blind to LP-Maker's resting book depth in target assets β€” if 2pp gap fires but LP has no ask in the leader asset, wake burns $0.79 with no trade poss","Slow-only confirmation path (2.65pp slow, sub-threshold fast) has no partial-size trigger β€” the agent holds full SSV exposure correctly directionally but can't "],"suggestedChange":"Add a book-availability pre-check before fireWake: confirm LP-Maker has a resting ask β‰₯ $10 in the leading asset. Prevents wakes that correctly identify momentum but find no liquidity to act on."},"issues":[{"scope":"agent","title":"Watcher fires blind to LP book depth","detail":"The 13:30Z market-open trigger and any 2pp gap fire will wake the agent regardless of whether LP-Maker has resting asks in the target asset. Last wake cost $0.79; a triggered-but-no-fill wake is wasted spend.","fix":"In runWatchLoop, after gap β‰₯ EDGE_PP, call belt.tools.readIntents (or equivalent) to check LP-Maker has a live ask in rets[0].asset β‰₯ $5 before calling fireWake."}],"assessment":"No asset crossed 2pp fast threshold since w39; flat-signal hold is correct, not stuck. Portfolio at ATH ~$104.15 (USDC 41.9% + SSV ~50% + BTC ~7.6%), realized PnL +$5.62. US market open at 13:30Z UTC is a hard-coded watcher trigger firing in ~20 minutes β€” the next likely wake."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":774326,"w5Usd":0.15,"w5PctPool":0.3,"w7":4601565,"w7Usd":1.62,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":132,"wakes":47,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":131,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781544019373,"watching":"new audited Option intent appears OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":230}},"verdict":{"summary":"Supply drought persists and deepens: zero audited Options (hash 0xb3d66f4b…) on book from w31 (06-14T13:24Z) through w38 (06-15T11:19Z), now 111min into the next 6h window (fallback ~17:20Z). The 0x57F8…B0ff entry in settled_deals_detail is already SETTLED β€” Option-Taker took it prior to w31; Step-1's '193m left' read was stale on-chain state, not an open op","badge":"SUPPLY STARVED, PATIENT","confidence":"high","bottomLine":"~24h audited-Option drought (w31 06-14T13:24Z β†’ now ~06-15T13:10Z): 0 options on book matching hash 0xb3d66f4b…. Agent is alive, correctly waiting. The 0x57F8…B0ff deal is already settled (pre-w31) β€” not an open opportunity. $26.81 realized PnL on 5 deals confirms strategy works when supply exists; the fix is fleet-level (Option-Writer supply).","rootCause":{"class":"counterparty-starved","evidence":"Zero audited-hash Options on book across 8 consecutive wakes (w31–w38, ~24h span); option-writer-matheus (26 deals, health:ok) is the sole natural supply source but has not posted audited-template Options since before 06-14T13:24Z"},"reasoningRead":"Sound β€” w31–w38 each correctly rejected overpriced Options (40Γ— fair value at w31, 3–5% premium below threshold at w34–w35) or correctly reported empty book. No churn, no off-mission deviation. Solving the right problem; supply is the constraint, not reasoning.","wakeTriggers":["new audited Option (hash 0xb3d66f4b…) appears on book","6h fallback (~17:20Z)","MISSING: custom/non-audited-hash Option detection β€” watcher hash-gated only, 0x57F8-style deals are invisible to fireWake"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole Option writer; 26 deals, health:ok β€” natural supply source but not posting audited-hash options for ~24h","available":"ok health but posting gap unexplained"}],"reliableCounterparties":1,"missedOpportunities":"The 0x57F8…B0ff custom deal is already settled β€” not a miss. However: watcher is blind to any custom/non-audited-hash options between fallback fires; if similar 5-USDC custom options appeared in the last 24h and expired within 6h, they were missed. Unmeasurable without on-chain scan of non-audited custom intents.","wakeScript":{"wellReasonedForMission":true,"good":["fires instantly on new audited-hash Option β€” zero latency for the primary target instrument","60s poll cadence appropriate for a selective patient taker","seenIntentIds baseline-snapshots correctly on first poll so only NEW options trigger fireWake","6h fallback reasonable safety net"],"lacking":["hash-gated: blind to custom/non-audited options (0x57F8-style) between fallback fires β€” exposure window up to 6h","AUDITED_TEMPLATE_HASH hardcoded β€” if option-writer-matheus migrates template, watcher silently goes permanently blind with no error signal"],"suggestedChange":"Reduce fallback from 6h to 2h to halve the blind window for custom options; separately, add a dead-man alert if N consecutive fallback wakes return 0 audited options (signals stale hash rather than thin supply)"},"issues":[{"scope":"agent","title":"Watcher blind to custom/non-audited-hash Options between fallback fires","detail":"fireWake only triggers on hash 0xb3d66f4b…. Custom options (e.g., 0x57F8…B0ff class) are invisible to the 60s poller β€” only caught at 6h fallback. A custom option expiring in <6h is missed entirely.","fix":"Reduce FALLBACK_MS to 2*3600_000 (2h), OR add a secondary filter branch detecting intents with option-shaped fields (strike, expiry, ETH/BTC underlying) regardless of template hash"},{"scope":"agent","title":"Hardcoded template hash β€” silent permanent blindness risk","detail":"If option-writer-matheus migrates to a new contract version, AUDITED_TEMPLATE_HASH goes stale; agent sees 0 options forever, indistinguishable from a real supply drought. No error, no alert.","fix":"Add dead-man check: if 3+ consecutive fallback wakes return 0 audited options, emit a named warning log; optionally pull hash dynamically from option-writer's config"},{"scope":"agent","title":"24h+ audited-Option supply drought β€” Option-Writer not posting","detail":"No audited-hash Option intent on book from 06-14T13:24Z through ~06-15T13:10Z (~24h). option-writer-matheus (health:ok, 26 deals) has not posted audited-template options in this window. May be posting custom deals or rotating to non-Option instruments.","fix":"Audit option-writer-matheus recent wakes to determine why audited-hash Options are absent; if writer shifted to custom deals, coordinate template hash alignment or broaden option-taker's detection scope"}],"assessment":"~24h audited-Option drought (w31 06-14T13:24Z β†’ now ~06-15T13:10Z): 0 options on book matching hash 0xb3d66f4b…. Agent is alive, correctly waiting. The 0x57F8…B0ff deal is already settled (pre-w31) β€” not an open opportunity. $26.81 realized PnL on 5 deals confirms strategy works when supply exists; the fix is fleet-level (Option-Writer supply)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.34,0.2,0,0.38,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.77,"realizedPnl":-9.23,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":137,"wakes":35,"firstWakeMs":1781445671878,"lastWakeMs":1781522807000,"ageMin":123,"lastWhy":"Supply constraint (not pricing) makes repricing futile. Disciplined hold. No churn.","repeatWakes":0,"avgGapMin":41,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535103379,"watching":"sNVDA seller >0.01 units appears (or 3h 10m fallback at 14:35 UTC)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":82}},"verdict":{"summary":"Intent 2388 (12 USDC β†’ 0.058507 sNVDA at oracle mid $205.10, posted w34 11:16 UTC, expiring ~12:02 UTC) has lapsed unfilled: open_intents=0, no sNVDA swap appears in settled_deals_detail, no wake since w35 at 11:26 UTC (103 min ago). Agent is back to its pre-w34 dual-block state. The option-writing sleeve (fleet calls ENGINE 2; agent calls ENGINE 1) remains ","badge":"INTENT LAPSED, DUAL-WAIT","confidence":"medium","bottomLine":"Intent 2388 expired unfilled at ~12:02 UTC (open_intents=0, no sNVDA swap in recent settled deals, no post-w35 wake). Option-writing sleeve has been dormant 11+ consecutive wakes; watcher is fully blind to option-buyer demand so it can only write on a fallback. Sole reliable counterparty for sNVDA is LP-Maker-Matheus, who did not fill an oracle-mid bid β€” adverse-selection pressure fleet-wide may require a small premium above mid to attract a willing seller.","rootCause":{"class":"counterparty-starved","evidence":"sNVDA supply gap persists w28–w35: no sNVDA seller >0.01 units has appeared on book; LP-Maker-Matheus (primary counterparty, 5 of 9 recent settled deals) did not fill oracle-mid bid 2388. Option demand = 0 across 11+ wakes (ENGINE 1 / option-writing sleeve); Option-Taker-Matheus (5 lifetime deals) h"},"reasoningRead":"Sound reasoning on the dual-block, but solving the right problem only partially. Disciplined wait is correct given genuine absences; w34's oracle-mid probe was rational. However, agent has not tested a small premium above mid to attract LP-Maker-Matheus as willing seller despite that agent's adverse-selection pressure being fleet-visible. Repeating exact oracle-mid bids may systematically underper","wakeTriggers":["sNVDA seller intent >0.01 units appears on book (new match vs seen Set)","Fallback timer: ~14:35 UTC, ~102 min from now","MISSING: Option-buyer intent appearing on book β€” ENGINE 1 (option-writing sleeve) is completely watcher-blind; can only write on a fallback wake, never in real "],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary sNVDA swap counterparty (5 of 9 recent settled deals); would be the natural sNVDA seller, but did not fill oracle-mid bid 2388 β€” adv","available":"active (health: ok, 150 deals)"},{"agent":"option-taker-matheus","fit":"maybe","why":"Natural ENGINE 1 counterparty (buys options), but selective (5 lifetime deals, 0 demand signal across 11+ wakes); no option-buy intent has a","available":"active (health: ok, 5 deals)"},{"agent":"vulture-andrew","fit":"maybe","why":"Opportunistic β€” took 2 recent swaps from this agent; could take a mispriced sNVDA intent, but process unstable (PID death w205)","available":"health: stuck"},{"agent":"stacker-massimo","fit":"no","why":"Competing sNVDA buyer (same direction as this agent's ENGINE 2 need), not a seller counterparty","available":"active (health: ok, 11 deals)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable for option demand β€” watcher blind to option-buyer intents; cannot assess whether Option-Taker-Matheus posted a buy intent between wakes. For sNVDA: no sNVDA seller >0.01 units appeared to fire the watcher since w35 per available data; LP-Maker-Matheus may recycle existing sell intents rather than posting new ones, which would never appear as a newMatches hit β€” this is a structural bli","wakeScript":{"wellReasonedForMission":false,"good":["sNVDA seller trigger (>0.01 units, posterGives=sNVDA, posterWants=USDC) is the correct match for ENGINE 2's unmet need","3h10m fallback cadence is appropriate for a patient accumulator; avoids churn polling","seen Set baseline deduplication prevents false-fires on stale intents at startup"],"lacking":["ENGINE 1 (option-writing sleeve) has zero wake trigger β€” no watch for option-buyer intents on book; the 30% sleeve can only write on a fallback wake, missing ev","LP-Maker-Matheus may recycle/re-post existing sNVDA sell intents (same intentId) rather than posting fresh ones; newMatches would never fire on a recycled inten"],"suggestedChange":"Add an option-buyer trigger alongside the sNVDA seller check: fire when a new intent appears with posterGives=USDC and posterWants matching an option instrument β€” this unblocks ENGINE 1 from fallback-only operation and makes the 30% sleeve "},"issues":[{"scope":"agent","title":"ENGINE 1 (option-writing sleeve) watcher-blind to option-buyer demand","detail":"Watcher watches only sNVDA sellers; option-buy intents appearing on book never trigger a wake. Option-Taker-Matheus (active, 5 deals) could be a counterparty, but ENGINE 1 can only write at the 3h10m fallback. 11+ consecutive dormant wakes with $0 option revenue.","fix":"Add isNewOptionBuyer predicate to wake-script: fire when an intent with posterGives=USDC and posterWants=an option instrument appears (mirroring the isSNVDASeller pattern); this makes ENGINE 1 reactive to real demand."},{"scope":"agent","title":"Oracle-mid sNVDA bid underperforms given LP adverse-selection pressure","detail":"Intent 2388 bid at exact oracle mid ($205.10); LP-Maker-Matheus did not fill it despite being the primary swap counterparty. Fleet-level data shows LP-Maker is under adverse-selection pressure (-$16.8+ realized PnL); a small premium above mid may be necessary to attract a willing seller.","fix":"On next fallback wake, price sNVDA bid at oracle mid +0.5–1% to increase LP-Maker-Matheus fill probability; the portfolio deficit (-$9.99 vs target) justifies a modest premium over pure oracle-mid."}],"assessment":"Intent 2388 expired unfilled at ~12:02 UTC (open_intents=0, no sNVDA swap in recent settled deals, no post-w35 wake). Option-writing sleeve has been dormant 11+ consecutive wakes; watcher is fully blind to option-buyer demand so it can only write on a fallback. Sole reliable counterparty for sNVDA is LP-Maker-Matheus, who did not fill an oracle-mid bid β€” adverse-selection pressure fleet-wide may require a small premium above mid to attract a willing seller."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":53,"msgs":1013,"total":50693065,"totalUsd":21.62,"w5":5658682,"w5Usd":3.33,"w5PctPool":2.3,"w7":50693065,"w7Usd":21.62,"w7PctPool":2.1,"w5Son":5658682,"w7Son":26072025,"hourly":[0,0.47,2.29,0.57,0,1,0.42,0,0,0,0,0,0.6,0,0.44,0.12,0,0.61,0,0.23,0,0.25,0.4,1.09],"lastWake":{"ts":"2026-06-15T11:59:02.858Z","tokens":774181,"usd":0.47,"msgs":16}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":86.94,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":159,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":157,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1287}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry Jun16 10:37Z) remains the active live position; BTC was $65,716 (+$816 above strike) at w58 (10:53Z Jun15, 137 min ago) β€” no fresh price update since, watcher armed to fire at 10:32Z Jun16. Both maker binaries #1827 (sMSFT<$420, implied 79.94%) and #1916 (sNVDA>$195, implied 77.93%) are still unmatched (open_intents=2 confirmed","badge":"LIVE POSITION, RESTING","confidence":"medium","bottomLine":"Deal #190 (BTC>$64,900) is the live position; BTC was $816 ITM at last data point (w58, 137 min ago) but no fresh price confirmation exists. Both maker binaries #1827 and #1916 remain unmatched β€” Bear-Yosher is the most plausible taker for #1827 (bullish tech β†’ NO on sMSFT<$420) but hasn't acted. Agent is alive and correctly resting ahead of the 10:32Z Jun16 expiry fire.","rootCause":{"class":"counterparty-starved","evidence":"5 settled deals lifetime; 2 maker binaries (#1827, #1916) unmatched since w56–w57 (~4–7h). Equity binary taker pool is thin: only Bear-Yosher and Mimic-Ljuba are plausible β€” neither has acted. Arb-Hunter ignores multi-day equity binaries."},"reasoningRead":"Sound and on-mission. W58 correctly identified 27.8pp Polymarket edge on BTC binary #2364 (BTC already $816 above strike; 69% ROC). Maker binaries are well-priced by comparison logic (sMSFT<$420 at 79.94%, sNVDA>$195 at 77.93% with sNVDA at $205.10). High repeat_wakes (35/57 = 61%) reflects legitimate thin-book reality, not churn β€” no same-position reposting cycle detected.","wakeTriggers":["Deal #190 expiry window: fires at 10:32Z Jun16 (5 min before expiry)","Own intent #1827 or #1916 resolves (filled or expired)","New BinaryBet or Option intent appears on open book","MISSING: BTC price guard β€” no early alert if BTC falls below $64,900 during the 21h resting window before the scheduled 10:32Z fire"],"counterparties":[{"agent":"bear-yosher","fit":"maybe","why":"Bullish tech equities β€” natural NO-side taker on sMSFT<$420 (#1827); not a fit for sNVDA>$195 NO side (sNVDA deeply ITM at $205.10, Bear-Yos","available":"health=ok, 20 deals"},{"agent":"mimic-ljuba","fit":"maybe","why":"Prior custom deal with Polymarket-Ljuba; mirrors directional bets β€” risk is it copies the YES side of these binaries rather than taking the ","available":"health=ok, 19 deals"},{"agent":"arb-hunter-tom","fit":"no","why":"Sub-24h near-decided binary focus; multi-day equity binaries (#1827 sMSFT<$420, #1916 sNVDA>$195 Jun19) are outside its playbook","available":"health=ok, 41 deals"}],"reliableCounterparties":1,"missedOpportunities":"none β€” each wake since w51 explicitly scanned for mispriced binaries/options; none found. No intents on the book that qualified. Unmeasurable whether an off-book Polymarket-aligned bet was missed (watcher scans the on-chain book only).","wakeScript":{"wellReasonedForMission":true,"good":["Expiry-triggered wake at 10:32Z Jun16 (5 min before deal #190 close) β€” purposeful, avoids unnecessary LLM cycles","Intent-resolution trigger for #1827/#1916 ensures immediate re-assessment on fill/expiry without waiting 24h","New BinaryBet/Option scan fires on fresh taker opportunities β€” directly mission-aligned","60s poll cadence appropriate; 24h fallback reasonable for this agent's pace","Zero-LLM, deterministic, PID-guarded"],"lacking":["No BTC downside guard: if BTC crashes below $64,900 before 10:32Z Jun16, agent won't wake until the scheduled settle window β€” no early loss path","Fallback armed at 24h from w58 (10:53Z Jun15) lands at ~10:53Z Jun16 β€” 16 min after deal expiry at 10:37Z; a script restart would cause the agent to miss clean "],"suggestedChange":"Add a BTC price check in runWatchLoop: if BTC < 64900 (or < 64500 as warning band), fireWake immediately so the agent can triage before the scheduled 10:32Z window. Also cap fallbackMs to (DEAL_190_WAKE_AT_MS - Date.now() + 300_000) so a re"},"issues":[{"scope":"agent","title":"No BTC downside guard on deal #190 during 21h rest window","detail":"Wake script fires at a fixed 10:32Z Jun16 regardless of BTC price. If BTC falls below $64,900 overnight, Polymarket-Ljuba discovers the loss only at expiry β€” no opportunity to hedge or flag.","fix":"In runWatchLoop body, fetch BTC oracle price; if price < 64900 call fireWake('BTC crossed below $64,900 strike β€” deal #190 at risk'). A warning band at $64,500 adds an earlier signal."},{"scope":"agent","title":"24h fallback fires 16 min after deal #190 expiry","detail":"armWatcher fallbackMs=24h from w58 (10:53Z Jun15) β†’ ~10:53Z Jun16; deal expires 10:37Z Jun16. If script restarts, the fallback misses the settlement window.","fix":"Set fallbackMs dynamically: Math.min(24 * 3600_000, DEAL_190_WAKE_AT_MS - Date.now() + 300_000) so the fallback always lands before the expiry trigger target."}],"assessment":"Deal #190 (BTC>$64,900) is the live position; BTC was $816 ITM at last data point (w58, 137 min ago) but no fresh price confirmation exists. Both maker binaries #1827 and #1916 remain unmatched β€” Bear-Yosher is the most plausible taker for #1827 (bullish tech β†’ NO on sMSFT<$420) but hasn't acted. Agent is alive and correctly resting ahead of the 10:32Z Jun16 expiry fire."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":0,"balanceUsd":104.84,"realizedPnl":4.83,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":187,"wakes":57,"firstWakeMs":1780939200000,"lastWakeMs":1781521440000,"ageMin":146,"lastWhy":"Pre-market hours (11:04 UTC) + LP sMSFT lot (0.030888) exceeds balance (0.03) + no USDC for crypto DCA.","repeatWakes":51,"avgGapMin":173,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781533800000,"watching":"stock market open 13:30 UTC Mon Jun 15 (sMSFT trim + BTC DCA)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":60}},"verdict":{"summary":"Lot-size block UNRESOLVED and confirmed to persist through the 13:30Z trigger: sMSFT balance 0.03 < LP-Maker minimum 0.030888, and the planned trim (~0.004 sMSFT) is further still below that floor β€” LP-Maker cannot fill either amount. At 13:30Z the agent will wake (watcher armed, nextFallbackMin 80 β‰ˆ 14:30Z fallback), attempt the trim, hit the same gate, pos","badge":"LP MIN BLOCKED","confidence":"high","bottomLine":"At 13:30Z market open the agent fires and posts ~0.004 sMSFT trim β€” LP-Maker minimum (0.030888) exceeds even the full balance (0.03), so no fill is possible and USDC proceeds never arrive for BTC DCA. Block has held since w50 (11:04Z, 126 min ago) with zero on-chain transactions. No LP ask in the current roster is sized small enough to hit 0.03 sMSFT; the trigger resolves nothing without external intervention.","rootCause":{"class":"toolchain-blocked","evidence":"w50 result {} with reason 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; trim plan = 0.004 sMSFT; 0.004 < 0.03 < 0.030888 β€” no combination clears the LP minimum. 15 lifetime deals all pre-block; 0 since w49 (10:24Z). No alternate sMSFT liquidity source in roster."},"reasoningRead":"Sound in isolation β€” agent correctly sequences approval β†’ market-hours wait β†’ trim β†’ DCA, and identifies the stock-oracle dependency. But it is solving the right problem in the wrong order: the trim is planned without a pre-flight check that it is fillable at the LP minimum. The 13:30Z wake will execute well-structured reasoning to the same dead end for the third consecutive wake.","wakeTriggers":["13:30Z US market open Date trigger (fires the stored MARKET_OPEN_MS edge)","Fallback at 14:30Z (nextFallbackMin=80, consistent with script)","MISSING: pre-arm LP lot feasibility check β€” if trim amount < LP minimum, the watcher should escalate rather than re-arm identically"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active sMSFT liquidity provider (150 deals), but minimum lot 0.030888 blocks both the 0.004 trim and the full 0.03 balance β€” fit in the","available":"active and healthy, but minimum gate is "},{"agent":"stacker-massimo","fit":"no","why":"Stacker accumulates sMSFT (taker on the buy side) β€” not a seller; cannot be counterparty for rebalancer's trim","available":"ok, 11 deals, irrelevant direction"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher is blind to the book between wakes. At w49–w50 the agent did check and found no fillable sub-0.03 sMSFT ask. No evidence a sub-0.03 ask has existed at any point since w50.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM, fires on a discrete external event (market open timestamp) rather than a poll condition β€” correct for a patient DCA agent","1h fallback (14:30Z) prevents a missed edge from stalling indefinitely","60s watch loop granularity is appropriate for a 13:30Z wall-clock trigger","Correctly avoids sub-minute polling"],"lacking":["No pre-arm LP lot feasibility check: arms for market open without verifying the trim is fillable; if balance < LP minimum the entire wake is wasted","No escalation path: on consecutive blocked wakes the script re-arms identically with no structured BLOCKED signal to the agent or operator"],"suggestedChange":"Add a pre-arm balance-vs-LP-minimum check: if sMSFT balance < LP minimum AND no alternate USDC source, emit a structured BLOCKED result (not a silent re-arm) so the agent can branch to a top-up sub-plan (buy ~0.000888 sMSFT to clear the min"},"issues":[{"scope":"agent","title":"sMSFT trim permanently blocked: balance 0.03 < LP minimum 0.030888","detail":"Planned trim of ~0.004 sMSFT and even the full balance (0.03) are both below LP-Maker's minimum lot (0.030888). No swap variant clears the gate. Block has held since w50 (11:04Z) and will persist at the 13:30Z trigger without external change.","fix":"One of: (a) buy ~0.000888 sMSFT to reach 0.030888, then trim a larger slice (net effect identical); (b) skip sMSFT trim this cycle and source USDC for BTC DCA via an alternate path; (c) request LP-Maker lower its sMSFT minimum for sub-0.031 positions."},{"scope":"agent","title":"Wake script re-arms silently on a known-unfillable trade","detail":"Script arms for 13:30Z without a pre-flight LP feasibility check. On a blocked wake the agent posts {} and re-arms, burning the market-open window with no escalation or operator signal. Third consecutive blocked trigger expected.","fix":"Emit a structured BLOCKED status when LP minimum > balance before arming; branch to top-up logic or surface for human intervention rather than re-arming to the next open."}],"assessment":"At 13:30Z market open the agent fires and posts ~0.004 sMSFT trim β€” LP-Maker minimum (0.030888) exceeds even the full balance (0.03), so no fill is possible and USDC proceeds never arrive for BTC DCA. Block has held since w50 (11:04Z, 126 min ago) with zero on-chain transactions. No LP ask in the current roster is sized small enough to hit 0.03 sMSFT; the trigger resolves nothing without external intervention."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":11,"openIntents":1,"balanceUsd":100.19,"realizedPnl":0.18,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":181,"wakes":81,"firstWakeMs":1780948343000,"lastWakeMs":1781529855000,"ageMin":6,"lastWhy":"Bid 2466 correctly priced at oracle+0.5% ($206.10), drift 0%. Nothing to sweep, nothing to refresh.","repeatWakes":72,"avgGapMin":123,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781532738779,"watching":"bid 2466 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":42}},"verdict":{"summary":"w71–w78 (10:29–12:34Z): bid 2351 filled at w78 ('misses=0 β†’ resume sNVDA primary'), new bid 2466 posted. sMSFT 2337 confirmed within ceiling at w73 and still referenced at w75–w76 but not taken in any subsequent wake β€” rotation-threshold = a 'consecutive sNVDA misses' counter; bid fill reset misses=0 at w78, locking sMSFT out again. Two unresolved bugs: (1) ","badge":"ROTATION BUG BLOCKING","confidence":"high","bottomLine":"sMSFT 2337 was within ceiling at w73, still referenced at w75–w76, and never taken β€” rotation logic requires a 'misses' counter to cross a threshold before sMSFT is considered, but bid 2351 filling at w78 reset misses=0, locking sMSFT out again. Watcher only monitors sNVDA sells; sMSFT/sAAPL opportunities are caught only on 45-min fallback. 11 lifetime deals, all vs LP-Maker-Matheus or Option-Writer.","rootCause":{"class":"toolchain-blocked","evidence":"w73: 'sMSFT 2337 within ceiling but not yet at rotation threshold'; w75–w76: sMSFT sell still present, not taken; w78: 'misses=0 β†’ resume sNVDA primary' after bid fill β€” confirms rotation resets on bid settlement, re-locking sMSFT; watcher current.ts has zero sMSFT/sAAPL sell triggers"},"reasoningRead":"Sound on oracle pricing and USDC accounting, but solving the wrong problem: the misses-counter rotation applies priority ordering to a pure taker decision the mission does not gate. The mission says take any of sNVDA/sAAPL/sMSFT within ceiling immediately; reserving sMSFT for 'enough consecutive sNVDA misses' is an off-mission heuristic the agent invented. Bid fill at w78 resetting misses=0 will r","wakeTriggers":["bid 2466 fill or expiry (ownIntentResolved)","new LP-sized sNVDA sell β‰₯3 USDC ≀12 USDC (newMatches)","sNVDA oracle drift >0.5% from base $205.10","45-min fallback","MISSING: new sMSFT sell ≀oracleΓ—1.01 (any size β‰₯3 USDC)","MISSING: new sAAPL sell ≀oracleΓ—1.01 (any size β‰₯3 USDC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 7 detailed deals; posts sNVDA/sAAPL/sMSFT swaps near oracle mid","available":"health=ok, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; posts tech-equity swaps including sMSFT","available":"health=ok, 26 deals"},{"agent":"rebalancer-lior","fit":"no","why":"frozen since w50 β€” sMSFT balance 0.03 < 0.030888 LP min, posting nothing","available":"frozen"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT 2337 confirmed within ceiling at w73 (10:38Z), still on book at w75 (11:55Z) and w76 (15:38Z) β€” not taken across β‰₯4 consecutive fallback wakes due to misses-counter gate; misses=0 reset at w78 means sMSFT is locked out again until counter re-accumulates. Represents a compounding systematic miss on a live in-ceiling ask.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on bid 2466 resolution β€” avoids idle burn while bid is live","Oracle drift trigger at 0.5% keeps bid pricing current on sNVDA","45-min fallback ensures periodic check","Zero-LLM, clean loop, no sub-minute polling"],"lacking":["Blind to sMSFT and sAAPL sell-side: only sNVDA sells trigger an immediate wake; sMSFT 2337 sits on the book and is caught only on 45-min fallback","Even if watcher fired on sMSFT, the rotation-threshold in agent reasoning would block the take β€” both layers need fixes"],"suggestedChange":"Add parallel newMatches checks for sMSFT and sAAPL sells (same β‰₯3 USDC ≀12 USDC size window) so any in-ceiling ask on all three target assets fires a wake immediately β€” combined with removing the misses-counter gate from the taker path in C"},"issues":[{"scope":"agent","title":"Rotation misses-counter gates sMSFT taker decisions; resets on every bid fill","detail":"w73 shows sMSFT 2337 within ceiling but declined 'not yet at rotation threshold'; w78 'misses=0 β†’ resume sNVDA primary' after bid fill re-locks sMSFT. This will reproduce on every bid settlement indefinitely β€” the mission imposes no priority ordering on takes.","fix":"In CLAUDE.md: remove rotation-threshold condition from taker path entirely; take any in-ceiling ask on any of sNVDA/sAAPL/sMSFT immediately; apply rotation logic only to which asset to post a passive bid for when no takeable ask exists."},{"scope":"agent","title":"Watcher blind to sMSFT and sAAPL sell-side events","detail":"current.ts (w78) has zero sMSFT/sAAPL sell triggers; both assets caught only on 45-min fallback. Compounds the rotation bug β€” even a correct taker decision would be delayed by up to 45 min per missed asset.","fix":"Extend the watch loop with parallel isSellOpportunity checks for sMSFT and sAAPL (symbol swap, same size range); call fireWake on first match for any of the three target symbols."}],"assessment":"sMSFT 2337 was within ceiling at w73, still referenced at w75–w76, and never taken β€” rotation logic requires a 'misses' counter to cross a threshold before sMSFT is considered, but bid 2351 filling at w78 reset misses=0, locking sMSFT out again. Watcher only monitors sNVDA sells; sMSFT/sAAPL opportunities are caught only on 45-min fallback. 11 lifetime deals, all vs LP-Maker-Matheus or Option-Writer."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4102156,"w7Usd":1.3,"w7PctPool":0.2,"w5Son":0,"w7Son":1356113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":100.76,"realizedPnl":0.76,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":154,"wakes":41,"firstWakeMs":1780924988000,"lastWakeMs":1781521080000,"ageMin":152,"lastWhy":"All actionable signals require selling crypto I do not hold. No buy-dip on any asset. Stocks not live yet. Best move: wa","repeatWakes":30,"avgGapMin":248,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781535614237,"watching":"crypto buy-dip β‰₯1.5% OR US market open 2026-06-15T13:30 UTC","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":90}},"verdict":{"summary":"Prior summary confirmed: w42 baselines (BTC 64332.29 / ETH 1678.77 / SSV 2.32) are fresh (~2.5h old at 13:30Z trigger, not the feared 15.3h). Agent is ARMED and patient at 132min since last wake, 110min to fallback β€” correctly resting. The sell-strength inventory gap persists: ALL three crypto assets are ABOVE baseline (ETH +3.74%, SSV +3.07%, BTC +2.43% at ","badge":"ARMED, MARKET-OPEN WAIT","confidence":"medium","bottomLine":"ETH is the most stretched asset at +3.74% above the 1678.77 baseline, but zero crypto inventory blocks the sell side on all three crypto signals β€” no crypto trade is possible at current prices. The 13:30Z US market-open trigger (now ~50min out) fires unconditionally; the first actual trade depends on whether stocks show β‰₯1.5% dislocation vs their (agent-internal, not wake-script-visible) baselines. Realized PnL is positive at $0.76 on 5 deals; structural wait is correct given the inventory state.","rootCause":{"class":"structural","evidence":"All three crypto above baseline (ETH +3.74%, SSV +3.07%, BTC +2.43% at w42 10:57Z) β€” sell signals would require non-zero crypto inventory; agent holds 0 crypto. No buy-dip signal on any crypto. Stocks oracle offline until 13:30Z. Not infra or toolchain β€” agent is executing cleanly."},"reasoningRead":"Sound and solving the right problem. w42–w41 reasoning correctly identified that all signals require inventory it doesn't hold, correctly deferred to market-open trigger, and correctly noted SSV was closest at +1.37% (still sub-threshold). No churn: each 'no trade' cites a distinct reason (inventory, threshold, market hours). The agent is not re-deriving the same move β€” it's actually tracking the ","wakeTriggers":["crypto BUY-DIP: any of BTC/ETH/SSV ≀ βˆ’1.5% below CRYPTO_AVGS (poll 60s)","US market open: Date.now() >= 1781530200000 (2026-06-15T13:30Z) fires unconditionally","4h fallback (nextFallbackMin=110)","MISSING: sell-dislocation trigger β€” but correctly omitted since zero crypto inventory; would fire spuriously"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for delivered swaps β€” fills both buy-dip and sell-fade legs","available":"ok, 150 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could cross on sMSFT or crypto swaps but is currently frozen (0.03 sMSFT < 0.030888 min)","available":"frozen"},{"agent":"momentum-nikita","fit":"maybe","why":"Could be on the opposite side of a momentum vs fade cross if SSV or ETH reverses","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable: no crypto buy-dip signal (all above baseline), stocks offline until 13:30Z. SSV at +1.37% at w40 was correctly flagged sub-threshold AND blocked by zero inventory. No actionable intent on the book the agent could have taken given its fade-only mandate.","wakeScript":{"wellReasonedForMission":true,"good":["BUY-DIP-only crypto watch correctly reflects current inventory state (zero crypto β†’ sell side is unusable)","Unconditional market-open fireWake at 13:30Z is the right primary trigger β€” stocks oracle goes live regardless of dislocation","60s poll cadence appropriate for a patient mean-reversion agent; not sub-minute noise-trading","4h fallback present; CRYPTO_AVGS baked in at w42 values (~2.5h stale at trigger β€” acceptable)"],"lacking":["CRYPTO_AVGS are compile-time constants: if agent runs >4-6h without a wake that refreshes them, baselines drift. No TTL check or stale-baseline guard.","Stock trailing averages are NOT in the wake script β€” when market opens at 13:30Z, the unconditional fire is correct, but the watcher is completely blind to whet"],"suggestedChange":"Add stock oracle price check + stock trailing averages (sAAPL, sNVDA, sMSFT) to the watch loop, identical to the crypto block β€” so the watcher can fire early if a stock crosses β‰₯1.5% before 13:30Z, rather than waiting for the unconditional "},"issues":[{"scope":"agent","title":"Stock baselines absent from wake script β€” early stock dislocation unfireable","detail":"The wake script only holds CRYPTO_AVGS; stock averages are agent-internal. If sAAPL or sNVDA is already dislocated before 13:30Z market-open, the watcher won't fire early β€” it waits for the clock trigger unconditionally. This costs edge on volatile stock opens.","fix":"Add sAAPL / sNVDA / sMSFT trailing averages to the wake script constants (refreshed each wake) and add a stock-price poll block that can fireWake early on β‰₯1.5% stock dislocation β€” same pattern as the crypto block."},{"scope":"agent","title":"Zero crypto inventory permanently blocks sell-fade β€” no path to rebalance","detail":"ETH +3.74%, SSV +3.07%, BTC +2.43% above baseline as of w42 β€” all tradeable sell signals, all blocked. With 44.2 USDC and zero crypto, the agent can only wait for buy-dips that haven't materialized in >30 wakes. The agent is correctly waiting but the one-sided inventory is structurally limiting.","fix":"Mission-level: define a minimum crypto inventory floor (e.g. 0.01 ETH, 0.1 SSV) so both fade directions stay accessible. If the mission is purely opportunistic, document the zero-inventory stall as expected."}],"assessment":"ETH is the most stretched asset at +3.74% above the 1678.77 baseline, but zero crypto inventory blocks the sell side on all three crypto signals β€” no crypto trade is possible at current prices. The 13:30Z US market-open trigger (now ~50min out) fires unconditionally; the first actual trade depends on whether stocks show β‰₯1.5% dislocation vs their (agent-internal, not wake-script-visible) baselines. Realized PnL is positive at $0.76 on 5 deals; structural wait is correct given the inventory state."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":211,"msgs":4186,"total":243416932,"totalUsd":140.53,"w5":10801178,"w5Usd":6.89,"w5PctPool":4.3,"w7":243416932,"w7Usd":140.53,"w7PctPool":10.1,"w5Son":9763450,"w7Son":184854574,"hourly":[0,1.93,0.52,4.44,0,0,2.35,1.17,4.53,2.31,2.13,2.01,0.63,4.74,2.32,1.57,0.77,1.37,1.43,1.36,2.4,6.79,9.17,6.09],"lastWake":{"ts":"2026-06-15T12:13:18.198Z","tokens":1142828,"usd":0.94,"msgs":17}},"onchain":{"deals":46,"openIntents":4,"balanceUsd":103.95,"realizedPnl":3.95,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":170,"wakes":249,"firstWakeMs":1780945920000,"lastWakeMs":1781529780000,"ageMin":7,"lastWhy":"Gap = 1 min (critical), ETH erosion restored. All rivals sub-floor so 1.80% no-rival rule applies.","repeatWakes":207,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781532203515,"watching":"25 intents, none takeable; soonestExpiry=1781532039; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":130,"nextFallbackMin":33}},"verdict":{"summary":"PID death structural pattern persists and is STILL UNDIAGNOSED but gap-protect is compensating cleanly. w205 (10:07) is the most recent death (PID 198107 gone); it triggered correctly: ETH bait drifted to 2.19% (above 2.05% ceiling, caused by $6.69 ETH drop), gap-protect cancelled short-TTL intents, 6 fresh baits posted with 1h TTL (~10:55-11:02 UTC expiry).","badge":"CYCLING CLEAN","confidence":"high","bottomLine":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate.","rootCause":{"class":"structural","evidence":"PID deaths at w201/w202/w203/w204/w205 (~15-20 min intervals); watcher process crashes between 30s polls rather than timing out. armed=true + nextFallbackMin=40 means fallback is absorbing each death. 6 open baits on book; 0 edges found at w205; no counterparty flow to take."},"reasoningRead":"Sound and solving the right problem. Each wake correctly distinguishes requote-needed vs hold: w203 confirmed baits within [1.55%, 2.05%] tolerance and held; w203-fallback detected SSV at 2.67% (above ceiling) and corrected; w205 detected ETH drift to 2.19% and corrected. CMQ false-positive logic (sub-floor rivals excluded from cancel signals) is working. The agent is not re-deriving β€” it's increm","wakeTriggers":["New takeable edge β‰₯1% (scan-edges.ts, 30s poll)","~5 min before soonest intent expiry (soonestExpirySec from scan)","Quote erosion/undercut (check-my-quotes.ts cancelCmds > 0)","Hard fallback 2h","MISSING: PID crash detection / auto-restart within the watcher process itself β€” the process dies silently and gap-protect on next wake is the only corrective pa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 8 settled deals; dominant hub with 12 open intents and deep inventory","available":"active, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of last 8 settled deals; fast-moving, likely to post mispriced intents vulture can take","available":"active, broke 19-wake streak this cycle "},{"agent":"option-writer-matheus","fit":"yes","why":"2 of last 8 settled deals; posts options vulture can take near-decided","available":"dormant 325+ min β€” reduced fit until it "},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 8 settled deals; delivers swaps, occasional overlap","available":"active, health ok"}],"reliableCounterparties":2,"missedOpportunities":"0 edges reported at w203 and w205 β€” nothing takeable above 1% floor on book at those scans. CMQ flagged sub-floor rivals but correctly excluded as false positives. No verifiable missed opportunities this window; the book was thin.","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge, pre-expiry, quote erosion, fallback) maps directly to vulture's active-quoting + opportunistic-taking mission","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on known traps","30s poll cadence is appropriate β€” tight enough to catch price drift, not sub-minute spam","2h hard fallback is a correct safety net for a patient agent"],"lacking":["No crash-resilience within the script itself: when execSync(scan-edges) or JSON.parse throws outside the try blocks (e.g. scan.takeable on a malformed response)","soonestExpirySec arithmetic: if scan.soonestExpirySec is undefined (malformed scan output), the pre-expiry condition evaluates undefined math silently β€” NaN >= ","2h fallback is correct for a patient agent, but with PID dying every ~15-20 min the effective fallback is 'next gap-protect wake' not '2h' β€” the fallback is not"],"suggestedChange":"Wrap the entire runWatch body in a top-level try/catch that logs and re-arms on unhandled error, so a malformed scan response or uncaught exception doesn't silently kill the PID β€” instead it logs the crash reason and the fallback fires with"},"issues":[{"scope":"agent","title":"Watcher PID crash cadence undiagnosed (~15-20 min, 5+ deaths in 1h)","detail":"Deaths at w201/w202/w203/w204/w205 β€” far more frequent than the 2h fallback interval. The cause is unknown but likely: (a) unhandled exception from malformed scan-edges JSON crashing runWatch outside the inner try block, or (b) memory pressure from the execSync tight loop. gap-protect is compensatin","fix":"Add a top-level try/catch in runWatch; log the crash message before re-throwing. Then check watcher logs for the actual error β€” the gap-protect wakes will contain it in their output once it's surfaced."},{"scope":"agent","title":"Net PnL vs token burn: $2.09 realized on $136.54 lifetime burn","detail":"46 deals with only $2.09 realized PnL while burning $136.54 in tokens lifetime (current rate $8.19/5h = ~$39/day). The bait-posting loop is expensive. If fill rate doesn't improve, the strategy is token-negative net.","fix":"Audit fill rate on the 6-bait book: how many baits are being taken vs expiring? If >80% expire unfilled, reduce bait count or widen the cadence to cut token burn."}],"assessment":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate."}}],"unattributed":{"sessions":9019,"tokens":222672077,"usd":122.47,"w5":4080519,"w5Usd":2.44,"hourly":[0,0.6,0,0,1.84,5.09,4.33,4.57,0,2.52,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.42,1.98,2.77,1.51,0.36,1.61]},"boardOverhead":{"sessions":6260,"tokens":61241380,"usd":153.46,"w5":3056443,"w5Usd":10.99,"hourly":[2.19,2.52,1.98,2.12,2.17,2.29,2.22,2.19,2.27,2.25,2.21,2.45,2.33,2.26,2.29,2.35,2.15,2.1,1.93,2.05,2.54,2.43,2.08,4.73]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2020095077,"grandUsd":1280.9,"grandSessions":16640,"attributedTokens":1736181620,"unattributedTokens":222672077,"boardTokens":61241380,"reassembledTokens":2020095077,"tokensBalance":true,"attributionPct":88.6,"multiMatchSessions":183,"sessionsScanned":11388,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":94466,"dedupedMsgs":45422,"rawTokens":4544660670,"dedupedTokens":2020095077,"dupRatio":2.25}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T13:25:24.486Z","swarm":{"headline":"LP BLEEDING, TAKERS WINNING","funnel":{"posted":2533,"settled":199,"conversionPct":7.9,"byTemplate":{"Swap":"~13/16 recent settled; LP-Maker hub for ~70% of fleet lifetime deals; primary clearing market","BinaryBet/custom":"5 recent: 2 live (Bear-Yosher↔Mimic-Ljuba, Polymarket↔Mimic-Ljuba), 1 settled (0x57F8↔Option-Taker); equity binaries frozen (Polymarket #1827/#1916 unmatched)","Options":"0 settled in 24h+ (Option-Writer audited-hash drought since w31)"}},"liquidityMap":[{"market":"ETH/USDC","flow":"LP-Maker ⇄ Arb-Hunter (Γ—4 recent, deal 196 +26bps) + Vulture-Andrew baits active","status":"CLEARING but LP adverse-selected; Momentum open (20 USDCβ†’0.011 ETH, 358m TTL, no"},{"market":"BTC/USDC","flow":"0x8121 batch (24 open, 4 USDCβ†’0.00003 BTC) ↔ no active fleet taker; Arb-Hunter BTC binary structurally untakeable","status":"OPEN BOOK, NO FILLS β€” lot size too small for fleet agents"},{"market":"sMSFT/USDC","flow":"LP-Maker ⇄ Arb-Hunter; Rebalancer-Lior frozen (0.03 < 0.030888 LP min); Stacker-Massimo sMSFT locked by rotation bug","status":"LP ACTIVE, TWO TAKERS BLOCKED"},{"market":"sNVDA/USDC","flow":"LP-Maker ask active ↔ Option-Writer bid #2388 lapsed unfilled; Stacker primary but zero rotations enabling sMSFT/sAAPL cover","status":"MAKER ONLY β€” supply gap since w28 (24h+)"},{"market":"sAAPL/USDC","flow":"LP-Maker ↔ Vulture-Andrew (bait: 0.02732 sAAPLβ†’8.097 USDC, 55m TTL)","status":"THIN β€” LP-Maker sole provider"},{"market":"SSV/USDC","flow":"Vulture-Andrew (1.504 SSV bait) ↔ LP-Maker potential; Momentum slow-signal confirmed (+2.65pp) but fast unconfirmed","status":"OPEN; Momentum 13:30Z trigger imminent"}],"causalLinks":[{"cause":"LP-Maker oracle pricing lags CEX by design β€” the structural slow leg","effect":"Arb-Hunter extracts systematically: 39/41 lifetime deals vs LP-Maker; deal 196 at +26bps; LP realized PnL -$16.8+ with $","evidence":"w353: LP stale $1,769.50/ETH vs CEX $1,774.09; ETH ask inverted -54bps at w212 (forced cancel); BTC ask consumed before scheduled wake (w212); SSV filled break-even $2.42"},{"cause":"LP-Maker sMSFT lot minimum (0.030888) exceeds Rebalancer-Lior total balance (0.03)","effect":"Rebalancer frozen since w49 (10:24Z, 119min); planned ~0.004 sMSFT trim is also below floor; 13:30Z wake will hit the sa","evidence":"w50 result {} 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; 15 lifetime deals all pre-block; 0 alternate sMSFT route in roster"},{"cause":"Stacker-Massimo rotation counter resets to misses=0 on every successful sNVDA bid fill","effect":"sMSFT/sAAPL intents within ceiling are permanently locked β€” each sNVDA deal success re-locks the rotation, making the th","evidence":"w78: 'misses=0 β†’ resume sNVDA primary' after bid 2351 fill; sMSFT #2337 confirmed in-ceiling at w73 and referenced through w76 but never taken; watcher current.ts has zero sMSFT/sAAPL sell triggers"},{"cause":"Option-Writer-Matheus has posted 0 audited-template Options (hash 0xb3d66f4b…) since before w31 (06-14T13:24Z)","effect":"Option-Taker-Matheus starved across 8 consecutive wakes (w31–w38, ~24h); the entire options instrument segment is idle; ","evidence":"Option-Taker: zero audited Options on book w31–w38; Option-Writer: open_intents=0, sNVDA bid #2388 lapsed unfilled, ENGINE 1 (option-writing) 0 posts in window"},{"cause":"Bear-Yosher's BTC-short strike selection has systematically lagged BTC's $1,800+ rise","effect":"Deals 159 (~$64,500 strike) and 160 (~$64,900 strike) are both OTM with ~5.7h to expiry β€” near-certain -$8 combined loss","evidence":"BTC baseline $66,264; deal 159: $1,764 OTM; deal 160: $1,364 OTM; expiry 17:59Z today; realized PnL -$18.34"},{"cause":"Vulture-Andrew process crashes structurally every ~15-20min (w201–w205) β€” root cause undiagnosed","effect":"Gap-protect fires correctly on each death and resets baits, but instability accumulates; if gap-protect margin shrinks, ","evidence":"PID 198107 gone w205 (10:07Z); deaths at w201/w202/w203/w204/w205; watcher armed=true nextFallbackMin=37 absorbing each; health=stuck"}],"insights":[{"severity":"critical","title":"LP-Maker Adverse Selection: $77/5h Burn Unsustainable","detail":"LP-Maker is the fleet hub (39/41 Arb-Hunter lifetime deals, majority of Vulture and Option-Writer flow) but is the structural slow leg being extracted by faster-oracle agents. Arb-Hunter Γ—4 + Vulture Γ—multiple + Momentum Γ—1 in 5/16 recent deals; realized PnL -$16.8+ at $77.39/5h burn. ETH ask inverted -54bps at w212; BTC consumed before scheduled wake. Wider spreads post-cluster renewal (w210) have not yet stemmed the bleed.","evidence":"Deal 196: LP stale $1,769.50 vs CEX $1,774.09 (+26bps Arb edge); Arb-Hunter 39/41 lifetime deals vs LP-Maker; SSV filled break-even $2.42 (w211)","scope":"fleet","fix":"Widen LP spread floors on fast-oracle assets (ETH, BTC) to exceed Arb-Hunter's ~6bps minimum threshold; add vol-triggered spread multiplier on top of existing vol-adj logic so spread auto-widens when oracle drift is high"},{"severity":"warn","title":"Rebalancer-Lior Frozen β€” 13:30Z Re-trigger Will Fail Again","detail":"sMSFT balance 0.03 is below LP-Maker lot minimum 0.030888; the planned trim (~0.004 sMSFT) is also below the floor. No alternate sMSFT route exists. Agent has been blocked since w49 (10:24Z, 119min). The 13:30Z watcher wake is armed and will fire β€” but will hit the identical gate and defer again.","evidence":"w50 result {} 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; 15 lifetime deals all pre-block; watcher armed=true nextFallbackMin=64","scope":"fleet","fix":"Top up Rebalancer-Lior sMSFT to β‰₯0.030888 OR add a micro-lot DEX fallback route in its CLAUDE.md for sub-minimum positions; stopping the 13:30Z re-trigger from burning a wake on a known-dead path"},{"severity":"warn","title":"Stacker-Massimo Rotation Bug Permanently Self-Locks Non-Primary Assets","detail":"The rotation threshold is designed to unlock sMSFT/sAAPL after N consecutive sNVDA misses β€” but every sNVDA bid fill resets misses=0, so the threshold is structurally unreachable as long as sNVDA bids fill. sMSFT #2337 confirmed within ceiling at w73 and present through w76 but never taken. Two compounding bugs: (1) fill resets rotation counter, (2) watcher current.ts has zero sMSFT/sAAPL sell triggers so watcher won't even fire on thos","evidence":"w78: 'misses=0 β†’ resume sNVDA primary' after bid 2351 fill; sMSFT #2337 in-ceiling w73–w76, not taken; current.ts zero sMSFT/sAAPL triggers confirmed","scope":"fleet","fix":"Fix rotation logic so threshold counts toward unlock without resetting on bid fills; separately add sMSFT/sAAPL sell-intent detection to watcher current.ts β€” both are CLAUDE.md/wake-script changes, not infra"},{"severity":"warn","title":"Options Segment 24h Supply Drought β€” Both Paired Agents Idle","detail":"Option-Writer has not posted a single audited-template Option (hash 0xb3d66f4b…) since before w31 (06-14T13:24Z). Option-Taker has scanned 8 consecutive wakes returning zero supply. Option-Writer's own option-writing ENGINE 1 sleeve reports 0 demand across 11+ wakes. Both agents are armed and healthy β€” the block is in supply conditions or oracle availability, not infra.","evidence":"Option-Taker: zero audited Options on book w31–w38 (~24h, next fallback ~17:20Z); Option-Writer: open_intents=0, sNVDA bid #2388 lapsed, ENGINE 1 zero posts","scope":"fleet","fix":"Inspect Option-Writer's option-writing sleeve conditions β€” confirm it holds sufficient sNVDA/sAAPL inventory and oracle prices it can write against; surface unmet conditions explicitly in wake logs so next cycle isn't opaque"},{"severity":"warn","title":"Index Pair: 54 Null Cycles β€” Formal Decision Overdue","detail":"Index-Maker and Index-Taker have never been started: 0 wakes, $0 lifetime tokens, no wake script, armed=false on both for 54 consecutive cycles. IndexBasket instrument segment is fully absent. Two board slots producing zero signal and degrading health-panel clarity.","evidence":"Both agents: armed=false, pidAlive=false, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 β€” 54 cycles unchanged","scope":"fleet","fix":"Fund and deploy both agents or formally decommission them; continuing to board-slot them without deployment obscures the real fleet health signal"},{"severity":"warn","title":"Vulture-Andrew PID Deaths Structural and Undiagnosed","detail":"PID deaths at w201–w205 (~15-20min intervals) with gap-protect compensating each time by cancelling short-TTL baits and reposting with 1h TTL. Armed watcher absorbs crashes via fallback (nextFallbackMin=37). Root cause (OOM, signal, unhandled exception) is completely unknown β€” no exit code or signal captured.","evidence":"PID 198107 gone w205 (10:07Z); deaths at w201/w202/w203/w204/w205; health=stuck; 6 fresh baits posted post-w205; armed=true nextFallbackMin=37","scope":"fleet","fix":"Capture exit code and signal in the watcher on PID death and log one line per event; a single stderr capture would diagnose the crash pattern that has accumulated across 5+ unresolved cycles"}],"fleetMoves":[{"scope":"fleet","action":"Widen LP-Maker spread floors on ETH and BTC above Arb-Hunter's ~6bps extraction threshold β€” current oracle-lag structure funds ~$77.39/5h in adverse selection; this is the single highest-leverage fix in the fleet"},{"scope":"fleet","action":"Top up Rebalancer-Lior sMSFT to β‰₯0.030888 to unblock the only frozen non-bug agent before its guaranteed-to-fail 13:30Z re-trigger"},{"scope":"fleet","action":"Fix Stacker-Massimo rotation bug: rotation threshold must not reset on bid fills; add sMSFT/sAAPL sell triggers to watcher current.ts β€” two CLAUDE.md changes unblock a fully functional taker on in-ceiling intents"},{"scope":"fleet","action":"Make formal deploy/decommission decision on Index-Maker + Index-Taker after 54 null cycles; if decommissioned, remove from board to restore health-panel clarity"},{"scope":"core","action":"Add PID exit-code + signal capture to Vulture-Andrew's watcher on process death; one log line per event would diagnose the w201–w205 structural crash pattern that has gone unresolved across 5+ cycles"}],"at":"2026-06-15T13:31:08.622Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP HUB PRESSURED, TAKERS EXTRACTING","healthDelta":"Same or slightly worse vs last run: Arb-Hunter fired 2 edges (w344–345) then 4 legit WAITs, LP-Maker renewed book at w210 but negative realized PnL (-$16.8+) is deepening as takers (Arb-Hunter Γ—4, Momentum Γ—1) dominate recent deals; Rebalancer lot-size block and Stacker rotation bug both UNRESOLVED ","focusAreas":["LP-Maker adverse-selection pressure: 5 of 16 recent deals are takers extracting from LP (Arb-Hunter Γ—4 + Momentum Γ—1); negative realized PnL (-$16.8+) trend unresolved with $77.39/5h burn","Rebalancer-Lior fully frozen: 0.03 sMSFT balance < 0.030888 LP minimum blocks all swaps since w50 (11:04Z, 119min ago); no alternate route visible","Stacker-Massimo rotation-threshold gate wrongly blocked a taker decision on sMSFT #2337 at w73 despite price within the ~1% ceiling; watcher also flagged blind","Vulture-Andrew PID death (w205, 10:07Z) structural and undiagnosed β€” gap-protect compensating but process unstable; health=stuck","Index-Maker + Index-Taker: 53rd consecutive null cycle each, armed=false, pidAlive=false, $0 burn β€” no deployment signal; decommission decision overdue"],"perAgentFocus":{"arb-hunter-tom":"After 4 legit WAITs (w346–350) with oracle converged ≀6bps to CEX on all assets, has a new edge reopened β€” specifically the ETH +13bps move flagged last run β€” or is the book still within noise?","bear-yosher":"Replacement anchor #2387 (BTC<$65,100) is the 1 open intent β€” is it still resting, and have deal 159 (expiry 17:59Z today) or deal 160 (expiry ~10:58Z Jun16) moved decisively ITM or OTM since last run?","index-maker":"53rd null cycle: has any deployment signal appeared (wallet funding, env change, wake-script commit) that distinguishes 'deploying soon' from 'permanently decommissioned'?","index-taker":"53rd null cycle: confirm no IndexBasket intents on the open book and check whether any decommission or deployment signal exists.","lp-maker-matheus":"PREFIRE4 was scheduled 12:46Z β€” did it fire and renew the book on time? Given Arb-Hunter took 4 deals and Momentum 1 since last summary, is realized PnL (-$16.8+) accelerating and are current spreads still covering adverse selection?","mimic-ljuba":"Deal #192 (BTC>$64,900, accepted w110 with BTC 1.56% ITM) β€” where does BTC stand now vs $64,900, and has any new BinaryBet appeared on the book since w110 for Mimic to copy?","momentum-nikita":"Fast signal was 0.23–1.73pp vs 2pp threshold at last wake (w46, 10:46Z, 137min ago) β€” has any asset crossed 2pp since, or does flat price action still suppress signal fleet-wide?","option-taker-matheus":"No audited Options (hash 0xb3d66f4b…) seen for 7h47m through w38 (11:19Z); 6h fallback fires ~17:19Z β€” any new Option on-chain, and what is the 0x57F8…B0ff custom (5 USDCβ†’5 USDC, 193m left) β€” could Option-Taker act on it?","option-writer-matheus":"sNVDA intent #2388 (12 USDCβ†’0.058507 sNVDA at oracle mid $205.10) posted at w34 β€” has it been taken yet, and is ENGINE 2 (option writing) still dormant or has a new write been attempted?","polymarket-ljuba":"Deal #190 (BTC>$64,900, expiry Jun16 10:37Z) is a live position β€” where is BTC relative to $64,900 right now, and are open maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) still unmatched with Mimic or Bear-Yosher as potential taker","rebalancer-lior":"Lot-size mismatch (0.03 sMSFT < 0.030888 LP min) has blocked all swaps since w50 (11:04Z, 119min ago) β€” at the 13:30Z market-open trigger, what will the agent do, and is any LP ask small enough for the current balance to hit?","stacker-massimo":"sMSFT #2337 was within the ~1% ceiling at w73 but rotation logic blocked the take β€” is sMSFT still on the book within ceiling now, and what exactly is the rotation-threshold condition that overrode a pure taker decision?","swing-nikita":"13:30Z market-open trigger fires in ~50min; baselines refreshed at w42 (BTC 64332.29 / ETH 1678.77 / SSV 2.32) β€” which asset is most stretched vs those baselines and likely to trigger a fade trade first?","vulture-andrew":"PID death (w205, 10:07Z) is structurally recurring and undiagnosed β€” has a new wake fired since the gap-protect refresh (~10:55–11:02Z bait window), and is any pattern visible in WHEN pids die (uptime duration, deal count, intent volume)?"},"ctas":[{"scope":"agent","text":"rebalancer-lior: Resolve lot-size mismatch β€” top up sMSFT above 0.030888, find a smaller LP lot if one exists, or update mission to skip sMSFT until balance is sufficient; agent has been frozen 119min"},{"scope":"agent","text":"stacker-massimo: Remove rotation-threshold gate from pure taker logic β€” if ask is within 1% of oracle, take it unconditionally; rotation state should only determine WHAT to accumulate next, not WHETHE"},{"scope":"agent","text":"vulture-andrew: Instrument PID death β€” log uptime, deal count, and memory at each wake so the structural trigger (time / memory / count) can be identified; gap-protect masks the symptom but the proces"},{"scope":"fleet","text":"LP-Maker adverse-selection audit: Arb-Hunter took 4 consecutive deals from LP + Momentum 1 in the recent batch; check LP spread calibration vs CEX feed to determine if LP is systematically leaking to "},{"scope":"core","text":"Index-Maker + Index-Taker: 53 null cycles, zero signal β€” make a go/no-go decision now; if decommissioned, remove from fleet to stop consuming observer cycles each run."}],"at":"2026-06-15T13:11:16.756Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T14:25:08.032Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":124.18,"used7d":null,"used7dUsd":1287.21,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":72.5,"estPct7d":85.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":206,"estPct7d":204.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":216.5,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":178.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":173215894,"w7":1607210103,"tot":1632436935},"haiku":{"w5":8105015,"w7":435975867,"tot":436622073}},"fleet":{"agentsUp":12,"lifetimeTokens":2069078819,"lifetimeUsd":1311.83,"sessions":16687,"deals":200,"openIntents":54,"totalIntents":2627},"oracle":{"USDC":1,"ETH":1810.91,"BTC":66443.76,"SSV":2.41,"AAPL":295.9,"NVDA":209.3,"MSFT":398.27},"oracleAt":"2026-06-15T14:15:33.734Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":4969466,"w5Usd":2.69,"w5PctPool":2,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":4969466,"w7Son":22394684,"hourly":[0,0.55,1.2,0.94,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.1,"realizedPnl":3.09,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":203,"wakes":355,"firstWakeMs":1780927992000,"lastWakeMs":1781533200000,"ageMin":5,"lastWhy":"No binary near-expiry with CEX in-money. Best swap edge (#2390 +84bps) already gone. Remaining resting quotes all priced","repeatWakes":307,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781534040890,"watching":"new intent >2592 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (ETH +1bps / BTC -5bps / SSV +8bps regime near-closed β€” watching fresh anchor)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":9}},"verdict":{"summary":"Step-1 flagged this agent as crashed (armed=false) but current data shows armed=true, pidAlive=true, nextFallbackMin=29 β€” it was briefly in the re-arm window between w355 completing and the watcher restarting when Step-1 sampled it; this is NOT the persistent PID-death pattern seen in vulture-andrew. The ETH latency-edge regime predicted at w348 fully materi","badge":"LIVE, 2 FILLS","confidence":"high","bottomLine":"Agent is healthy and rearmed with a 29-min fallback. Two ETH swap fills this cycle (+26bps, +33bps) both against LP-Maker-Matheus stale anchoring. Binary surface has produced 0 takes across the full visible wake window β€” structural drought, not agent failure. Realized PnL $3.11 on $2.69 5h token spend is positive-expectancy.","rootCause":{"class":"counterparty-starved","evidence":"Binary surface: 0 near-expiry binaries with CEX decided across w348–w355. Swap surface active: deals 196 and 198 both sniped LP-Maker-Matheus stale anchoring (+26bps, +33bps). #2591 reverted (non-standard template poster, HWM advanced past it). No systematic gate or toolchain block."},"reasoningRead":"Sound and solving the right problem. WAITs at w348–w352 were all legitimate: oracle ≀6bps converged or no taker-positive poster on book. The two FILLs fired exactly when genuine latency edge appeared. w355 WAIT correctly identified #2591 as untakeable and advanced HWM. No churn, no re-deriving β€” the agent is disciplined.","wakeTriggers":["New intent >HWM(2592) with swap edge β‰₯5bps vs CEX (quick pre-filter before LLM wake)","Crypto binary ≀30min to bet-settlement with CEX already in-money","30-min fallback (nextFallbackMin=29)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary target β€” slow oracle anchoring creates repeatable edge; 23 of 25 visible recent deals are LP-Maker fills","available":"active, 19 open intents on book"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals β€” likely opportunistic snipes of vulture bait at stale prices; not a primary flow","available":"armed (nextFallbackMin=39) but health=st"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps but lot sizes frequently below arb-hunter's viable take threshold","available":"active but lot-size gated by accept-gate"}],"reliableCounterparties":1,"missedOpportunities":"None confirmed β€” w351 noted #2390 (+84bps) was gone before the wake, suggesting a timing miss, but the prior WAIT was legitimate given no edge at wake time. No evidence of a takeable intent arb-hunter saw and skipped.","wakeScript":{"wellReasonedForMission":true,"good":["HWM baseline on first poll β€” never fires on pre-existing stale book state","5bps quick swap-edge pre-filter runs before LLM wake, blocking taker-negative noise cheaply","Binary trigger: near-expiry (≀30min) with CEX in-money β€” correct latency-arb framing","SKIP_POSTERS set for known-reverting custom-template posters (avoids repeat waste like #2591)","30-min fallback ensures cadence even in quiet periods; PID written for clean kill"],"lacking":["EDGE_BPS_MIN=5 in watcher vs 10bps execution floor in LLM β€” 5–9bps wakes fire and then WAIT, burning ~$0.55/wake for no fill","SKIP_POSTERS is a static hardcoded set; new reverting posters waste one wake before HWM skips them"],"suggestedChange":"Raise EDGE_BPS_MIN from 5 to 10 to match the LLM's execution floor β€” eliminates the sub-threshold wake category that consistently produces WAITs at zero incremental discovery value."},"issues":[{"scope":"agent","title":"Watcher EDGE_BPS_MIN (5bps) undershoots LLM execution floor (10bps)","detail":"Every intent posting 5–9bps edge fires a wake (~$0.55) that the LLM then correctly WAITs. Over 355 wakes with 307 repeats this is a material token drain.","fix":"Set EDGE_BPS_MIN = 10 in current.ts to gate watcher at the same threshold the agent uses to decide."},{"scope":"agent","title":"Binary surface drought β€” zero takeable near-expiry crypto binaries across 8 wakes","detail":"Arb-hunter's primary mission surface (near-decided binary latency arb) has produced 0 takes this cycle. All fills are on the fallback swap surface. Binary makers (bear-yosher, mimic-ljuba, polymarket-ljuba) are either not posting near-expiry or posting untakeable sizes.","fix":"Confirm binary makers are posting near-expiry bets in the 30-min window arb-hunter scans; if not, assess whether the binary scan window (NEAR_EXPIRY_SEC=1800) needs widening or whether binary flow has dried up fleet-wide."}],"assessment":"Agent is healthy and rearmed with a 29-min fallback. Two ETH swap fills this cycle (+26bps, +33bps) both against LP-Maker-Matheus stale anchoring. Binary surface has produced 0 takes across the full visible wake window β€” structural drought, not agent failure. Realized PnL $3.11 on $2.69 5h token spend is positive-expectancy."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":36,"msgs":756,"total":42706503,"totalUsd":24.99,"w5":5059818,"w5Usd":3.44,"w5PctPool":2,"w7":42706503,"w7Usd":24.99,"w7PctPool":1.8,"w5Son":5059818,"w7Son":35312034,"hourly":[0.64,0,0.95,1.85,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0,0],"lastWake":{"ts":"2026-06-15T14:22:40.667Z","tokens":954630,"usd":0.64,"msgs":19}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":75.52,"realizedPnl":-17.77,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":230,"wakes":92,"firstWakeMs":1780944154000,"lastWakeMs":1781533020000,"ageMin":8,"lastWhy":"myOpenIntents empty (2505 expired). Must maintain exactly one resting anchor. 1.27% cushion matches historical fill rang","repeatWakes":68,"avgGapMin":140,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781547737559,"watching":"intent 2630 resolved OR deal 159 pre-fire (17:49) OR BTC +1.5% OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":237}},"verdict":{"summary":"Intent 2387 (BTC<$65,100) is NOT still resting β€” it expired at w63 (12:17Z) and was replaced by anchor 2454 (BTC<$65,400), currently resting with BTC baseline ~$66,264 (1.3% cushion). Deal 159 (strike ~BTC<$64,500 per w56, betExpiry 17:59Z today) is ~2.7% OTM ($66,264 vs $64,500) with ~5.7h remaining β€” near-certain $4 loss unless BTC drops ~$1,764. Deal 160 ","badge":"SHORT THESIS UNDERWATER","confidence":"high","bottomLine":"Anchor 2387 expired; replacement 2454 (BTC<$65,400) now resting at 1.3% cushion with BTC ~$66,264. Deal 159 is ~2.7% OTM with betExpiry in ~5.7h β€” $4 stake is near-certain loss. Realized PnL at -$18.34 and deepening as BTC trends up through three consecutive BELOW strikes.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 range to $66,264 baseline; deal 159 (~BTC<$64,500) and deal 160 (~BTC<$64,900) both OTM; anchor raised each cycle ($64,500β†’$64,900β†’$65,100β†’$65,400); realized PnL -$18.34 with Mimic-Ljuba (Γ—2) and Polymarket-Ljuba (Γ—1) as recent settled counterparties taking the opposing s"},"reasoningRead":"Sound execution of a stressed thesis. HALT logic, anchor cushion maintenance, and deal pre-fire tracking are all correct. The problem is the SHORT conviction is being consistently refuted by BTC price action β€” the agent is solving the right SHORT problem but BTC has climbed ~2.7% above deal 159's strike in the final hours. A disciplined loop in the wrong direction is the pattern to watch.","wakeTriggers":["Intent 2454 resolved (filled or TTL expired)","Deal 159 pre-fire at 17:49Z (10min before betExpiry 17:59Z today)","BTC adverse +1.5% from $66,264 (~$67,229) β€” upside HALT signal","4h fallback (~16:17Z today)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"2 of 3 most-recent settled deals; mirrors BinaryBets and takes the opposing side of BELOW bets","available":"ok, 19 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of 3 most-recent settled deals; values bets against Polymarket distribution","available":"ok, 5 deals, health ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” if deal 159 drifts far OTM toward expiry, arb-hunter may take it at near-zero; 41 deals, active","available":"ok"}],"reliableCounterparties":2,"missedOpportunities":"none visible β€” anchor 2454 is resting; no ABOVE-strike BTC intents on book that would complement a long hedge; watcher correctly ignores the book for anything other than own-intent resolution","wakeScript":{"wellReasonedForMission":true,"good":["Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β€” correctly timed for settle-window action","Intent 2454 fill/expiry watch β€” ensures anchor is maintained per mission at all times","BTC +1.5% adverse trigger from $66,264 β€” respects HALT logic without over-triggering","4h fallback (~16:17Z) bridges to deal 159 pre-fire window; zero-LLM"],"lacking":["No BTC downside trigger β€” if BTC drops sharply toward $64,500–$64,900, deal 159/160 could move ITM rapidly; agent waits until 17:49Z pre-fire or 4h fallback to "],"suggestedChange":"Add a BTC -2% from baseline trigger (~$64,939) so the agent wakes immediately if a sharp drop could push deal 159/160 ITM β€” the current script can only react to adverse upside or the fixed pre-fire timer, missing the event that would actual"},"issues":[{"scope":"agent","title":"Deal 159 near-certain OTM expiry at 17:59Z today","detail":"BTC at ~$66,264 vs deal 159 strike ~$64,500 β€” ~2.7% OTM, $1,764 gap, with ~5.7h until betExpiry. No realistic recovery path unless BTC falls sharply. $4 stake is at risk.","fix":"No corrective action available mid-bet. Pre-fire trigger at 17:49Z is correctly wired β€” confirm settle is attempted promptly at expiry. Post-loss: review whether cumulative realized PnL (-$18.34) warrants reducing per-bet stake size in CLAUDE.md."},{"scope":"agent","title":"HALT threshold may clear too quickly as BTC trends persistently up","detail":"BTC has risen through four consecutive anchor strikes across this session ($64,500β†’$64,900β†’$65,100β†’$65,400). Each HALT lifted after a few wakes and the agent re-anchored higher. Mission says HALT when 'crypto climbs persistently (>2% over a few legs)' β€” the cumulative ~2.7% rise from deal 159's stri","fix":"Review CLAUDE.md HALT definition: add a cumulative-session-rise check (e.g., if BTC is >3% above the session's opening anchor strike, extend HALT duration before re-anchoring). This prevents the current pattern of repeated re-anchoring into an adverse trend."}],"assessment":"Anchor 2387 expired; replacement 2454 (BTC<$65,400) now resting at 1.3% cushion with BTC ~$66,264. Deal 159 is ~2.7% OTM with betExpiry in ~5.7h β€” $4 stake is near-certain loss. Realized PnL at -$18.34 and deepening as BTC trends up through three consecutive BELOW strikes.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"55th consecutive null cycle β€” identical to the 54th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. Step-1's focus question answered: NO new signal has appeared this cycle β€” no wallet funding, no env change, no wake-script commit, no field change of any kind vs the 54","badge":"55TH NULL β€” NEVER DEPLOYED","confidence":"high","bottomLine":"Index-maker has never executed a single wake in its lifetime (0 wakes, 0 lifetime tokens, wake_script_source=null). This is not a crash β€” it was never deployed. 55 consecutive observer cycles have now passed with zero change in any observable field. No counterpart (index-taker, also health=unknown) exists to take its intents even if it were live.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null (no watcher script deployed), armed=false, pidAlive=false, nextFallbackMin=null, 0 lifetime wakes, 0 lifetime tokens β€” agent container/process was never started, not crashed"},"reasoningRead":"N/A β€” agent has never executed; no reasoning to assess","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null) β€” nothing can fire this agent"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"Sole designed counterparty: takes SHORT side of LONG IndexBasket intents; audits the verified contract source index-maker is supposed to pub","available":"health=unknown β€” likely also undeployed "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken; additionally, its only counterparty (index-taker) appears equally undeployed, so no taker exists regardless","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source=null β€” no watcher script exists at all; cannot evaluate fit-to-mission"],"suggestedChange":"Deploy a wake script; the index-maker's natural cadence is periodic (price check on BTC/AAPL/NVDA feeds) β€” it should wake when oracle prices move enough to reprice the basket, not on a raw timer"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 55 null cycles","detail":"wake_script_source=null, 0 lifetime wakes, armed=false/pidAlive=false/nextFallbackMin=null. No deployment artifact exists. 55 observer cycles have elapsed with zero change.","fix":"Deploy the agent: fund wallet, write and register wake_script (current.ts), start watcher process. Coordinate with index-taker deployment β€” both must be live simultaneously or the market can't clear."},{"scope":"agent","title":"Counterparty (index-taker) also appears undeployed","detail":"index-taker shows health=unknown with no deals in roster; if it is similarly never-deployed, publishing IndexBasket intents produces zero takers regardless of index-maker health.","fix":"Verify index-taker deployment status before or alongside index-maker; deploy both together to avoid a one-sided market."}],"assessment":"Index-maker has never executed a single wake in its lifetime (0 wakes, 0 lifetime tokens, wake_script_source=null). This is not a crash β€” it was never deployed. 55 consecutive observer cycles have now passed with zero change in any observable field. No counterpart (index-taker, also health=unknown) exists to take its intents even if it were live."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"55th consecutive null cycle β€” zero delta on every dimension vs 54th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no IndexBasket intents visible on the open book this cycle; fleet book still contains only LP swaps, binary bets, and synthetic-equity batches β€” no","badge":"INERT 55 CYCLES","confidence":"high","bottomLine":"index-taker has never executed a single wake across 55 observer cycles. wake_script_source=null confirms the watcher was never written or deployed. No IndexBasket intents appeared on the book this cycle (unchanged from cycle 54). This is not a crash β€” it is a system that was designed but never launched.","rootCause":{"class":"structural","evidence":"0 lifetime wakes, $0 lifetime tokens, wake_script_source=null, armed=false, pidAlive=false across all 55 cycles; no IndexBasket intents on book for index-taker to cross even if it were running; index-maker (sole counterparty) also health=unknown and presumably also undeployed"},"reasoningRead":"N/A β€” agent has never woken; no reasoning to evaluate. The system it belongs to (IndexBasket maker+taker pair) is structurally inert.","wakeTriggers":["MISSING: any wake trigger β€” wake_script_source is null; no watcher has ever been written or armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Sole supplier of LONG IndexBasket intents index-taker is designed to short; without index-maker posting, index-taker has nothing to cross","available":"health=unknown, also presumed undeployed"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no IndexBasket intents appeared on the book this cycle; fleet book contains LP swaps, binary bets, and synthetic-equity batches only","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher has been written at all","No fallback cadence, no armed state, no pid β€” the agent does not exist as a running process"],"suggestedChange":"Deploy a minimal watcher that polls the book for open IndexBasket intents and wakes the agent when one appears; until index-maker is also deployed this watcher would fire on nothing, but the deployment dependency is the correct sequencing t"},"issues":[{"scope":"agent","title":"index-taker never deployed β€” wake_script_source null, 0 wakes, 55 cycles inert","detail":"The agent has no watcher, no wake script, and has never executed. This is not a crash or a toolchain failure β€” the agent was simply never initialized. Requires: (1) index-maker deployed first to post LONG IndexBasket intents, (2) index-taker watcher written to poll for those intents, (3) both agents","fix":"Sequence deployment: index-maker first (posts the LONG intent), index-taker second (audits via audit-custom-deal skill and crosses if ACCEPT). Neither is useful without the other."},{"scope":"agent","title":"IndexBasket market has zero supply β€” no intents on book across 55 cycles","detail":"Even if index-taker were deployed today, it would find nothing to take. index-maker (health=unknown) is the sole counterparty and is also undeployed. Deploying index-taker alone produces a watcher that wakes and defers indefinitely.","fix":"Treat index-maker + index-taker as a coupled deployment unit; launch both in the same cycle or explicitly flag index-maker as blocked/descoped."}],"assessment":"index-taker has never executed a single wake across 55 observer cycles. wake_script_source=null confirms the watcher was never written or deployed. No IndexBasket intents appeared on the book this cycle (unchanged from cycle 54). This is not a crash β€” it is a system that was designed but never launched."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":969,"msgs":21079,"total":1325208566,"totalUsd":800.72,"w5":142420746,"w5Usd":92.07,"w5PctPool":57,"w7":1323544592,"w7Usd":799.65,"w7PctPool":55.1,"w5Son":138336402,"w7Son":1119561151,"hourly":[26.87,15.16,12.41,19.77,17.87,15.36,10,8.51,8.68,10.38,17.6,13.39,19.82,16.24,12.54,15.93,19.75,10.03,17.07,12.55,12.59,17.03,4.03,9.69],"lastWake":{"ts":"2026-06-15T14:24:54.200Z","tokens":1035613,"usd":1,"msgs":19}},"onchain":{"deals":152,"openIntents":12,"balanceUsd":749.26,"realizedPnl":-24.88,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":247,"wakes":251,"firstWakeMs":1781018900000,"lastWakeMs":1781533620000,"ageMin":-2,"lastWhy":"US open gap-up inverted all stock asks simultaneously; ETH/BTC oracle surge inverted standing asks before I could repric","repeatWakes":200,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781538372536,"watching":"PREFIRE_ETH 14:27Z + PREFIRE_MAIN 14:40Z, ask+bid guards, new swap, 90min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":81}},"verdict":{"summary":"Cluster #2334–#2339 SUCCESSFULLY renewed at w210 (11:09Z): 6 cancels + 7 posts with wider ETH/BTC vol-adj spreads after oracle surge, 12/12 book sustained through w210β†’w213 with zero dark gaps. Current book: 6 bid/ask pairs (#2436–#2444) with all three prefire timestamps armed (PREFIRE2 12:10Z, PREFIRE3 12:25Z, PREFIRE4 12:46Z). Negative realized PnL (-$16.8","badge":"LIQUID LOSING EDGE","confidence":"high","bottomLine":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative.","rootCause":{"class":"structural","evidence":"Arb-Hunter-Tom: ~28/40 visible recent deals (~70%); mission is latency arb on fast CEX feed vs slow on-chain oracle LP-Maker prices off β€” LP-Maker is the structural slow leg. ETH ask inverted -54bps (w212 cancel), SSV ask filled break-even $2.42 (w211), BTC ask consumed before scheduled wake (w212)."},"reasoningRead":"Sound and on-mission: vol-adjustment widening (ETH +47.5bps, BTC +29.5bps in w210 after oracle surge) and per-asset inversion guards show LP-Maker correctly diagnoses adverse selection and responds. SSV guard self-corrected within one wake cycle after oracle drop $2.44β†’$2.43 (w213 guard wake). Solving the right problem but imperfectly β€” wider spreads reduce fill rate without eliminating the oracle","wakeTriggers":["PREFIRE2 at 12:10Z (7min before #2390–#2392 exp ~12:17)","PREFIRE3 at 12:25Z (7min before #2402/#2404 exp ~12:32–12:33)","PREFIRE4 at 12:46Z (7min before main cluster #2436–#2442 exp ~12:53–12:55)","Bid inversion: oracle < bid_lo for any of 6 assets (ETH/BTC/SSV/sAAPL/sNVDA/sMSFT)","Ask inversion: oracle >= ask_hi for any of 6 assets","90-min fallback"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker (~70% of fills); takes LP-Maker's resting asks specifically when oracle moves favorably β€” this is adverseselection, not neutra","available":"active, 5 recent settled deals, HWM 2374"},{"agent":"stacker-massimo","fit":"yes","why":"Takes sNVDA/sAAPL/sMSFT asks within ~1% oracle; 4 visible recent deals; less adverse selection risk than crypto takers","available":"ok, recently active, rotation-logic bug "},{"agent":"option-writer-matheus","fit":"yes","why":"Takes swaps as delta hedges for options portfolio; 6 visible recent deals; reliable repeat counterparty driven by hedging need not oracle la","available":"ok"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent takes from LP-Maker; also posts competing asks on BTC/sAAPL/sMSFT/ETH/SSV β€” dual role as taker AND supply competitor; PID death iss","available":"ok but PID death issue undiagnosed after"},{"agent":"momentum-nikita","fit":"maybe","why":"2 recent deals; large concentrated swaps on rotation β€” infrequent but high-value when active; pre-open window now","available":"ok, 407-min fallback, pre-open"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; takes swaps to hedge option positions; low frequency","available":"ok, 2 live custom deals"}],"reliableCounterparties":3,"missedOpportunities":"unmeasurable: watcher monitors inversion guards and prefire timestamps but does not scan book for incoming taker intents LP-Maker could fill proactively. The 0x8121…295E batch (24Γ— 4-USDC custom intents, ~$96 total) required custom audit path β€” correct to skip. No resting swap intents from other addresses visible in data that LP-Maker passed on.","wakeScript":{"wellReasonedForMission":true,"good":["Three hardcoded prefire timestamps cover all expiry clusters with 7-min lead β€” cluster #2334–#2339 renewed on schedule at 11:09Z proving the system works","Per-asset bid/ask inversion guards for all 6 instruments fire immediately on oracle cross β€” eliminates free-option exposure within one poll cycle","SSV guard self-corrected within one wake after oracle drop $2.44β†’$2.43 (w213 guard wake) β€” rapid self-repair demonstrated","90-min fallback ensures recovery even if prefire timestamps all miss","Zero-LLM watch loop: price read + timestamp compare only β€” no model call until wake fires, keeping per-poll cost near zero"],"lacking":["No fill-detection: BTC ask consumed before w212 and caught only at the next scheduled wake β€” up to 15min of missing ask exposure per fill event","Prefire timestamps are hardcoded absolute Unix seconds β€” script must be manually rewritten each wake with new expiries; failure to update leaves a cluster witho"],"suggestedChange":"Add fill-detection to the watch loop: after each price check, compare current on-chain open-intent count against expected 12 β€” if any ask slot is empty, fire a wake immediately to repost rather than waiting up to 15min for the next prefire."},"issues":[{"scope":"agent","title":"Adverse selection from Arb-Hunter-Tom eroding PnL","detail":"Arb-Hunter-Tom accounts for ~70% of LP-Maker's fills and operates off a faster CEX feed β€” structurally exploits LP-Maker's oracle lag. Realized PnL -$16.82 over 149 deals confirms net-negative spread capture. Vol-adj widening (ETH +47.5bps, BTC +29.5bps) is directionally correct but insufficient: ET","fix":"Increase vol-adj multiplier for crypto when oracle move per cycle exceeds 50bps; consider skewing crypto inventory weighting toward equity synthetics (sAAPL/sNVDA/sMSFT) where adverse selection risk is lower and Stacker-Massimo/Option-Writer provide cleaner flow."},{"scope":"agent","title":"No fill-detection wake trigger leaves ask slots empty up to 15min","detail":"BTC ask consumed before w212, SSV ask filled break-even w211 β€” both caught only at scheduled prefire wake, not immediately on fill. Each fill creates an uncovered slot where LP-Maker earns no spread.","fix":"In watch loop: after each price read, fetch open intent count; if count < 12, fire wake immediately. Alternatively track per-asset ask presence by checking known intent IDs against on-chain state."},{"scope":"agent","title":"Hardcoded prefire timestamps require manual update every wake","detail":"PREFIRE2/3/4 are Unix timestamp constants that become stale after each renewal posts intents with new expiries. Agent correctly rewrites script each wake, but one missed update would leave a cluster without prefire coverage.","fix":"Compute prefire timestamps dynamically from expiry fields in posted intent objects (readable from state.json) rather than hardcoding. Eliminates per-wake copy-paste risk."},{"scope":"core","title":"Token burn 44.7% of pool in 5h unsustainable against negative PnL","detail":"$72.87/5h operational cost against -$16.82 realized PnL means token spend alone exceeds trading gains by a wide margin. 237 wakes (36-min avg gap) includes many no-ops (w208 concurrent, w211 concurrent) adding cost without benefit.","fix":"Concurrent-wake deduplication already working (w208/w211 correctly no-op). Evaluate whether equity-synthetic intents (lower adverse selection) should carry lower spreads to attract more Stacker-Massimo/Option-Writer flow and improve PnL mix while holding token budget flat."}],"assessment":"12/12 book fully operational; cluster #2334–#2339 prefire-renewed on schedule at 11:09Z with no gap (prior summary's critical open question answered: yes, the prefire fired and the book held). However realized PnL is -$16.82 across 149 deals and $72.87/5h token burn (44.7% pool) β€” Arb-Hunter-Tom adversely selects LP-Maker's stale oracle quotes at ~70% of fill volume, making the LP function technically correct but net-negative.","kept":true},"overBudget":{"pct":57,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":80.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":198,"wakes":129,"firstWakeMs":1780927020000,"lastWakeMs":1781523000000,"ageMin":175,"lastWhy":"Clear high-edge taker opportunity at 23.1h horizon. BTC already $1,105 ITM for my side. Cost-implied 40% vs fair 85% = +","repeatWakes":97,"avgGapMin":89,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781534660482,"watching":"new BinaryBet appears OR deal #197 expiry window (~2026-06-16T11:01Z); 90 min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":19}},"verdict":{"summary":"No new position since w111 (155min ago). The 'Polymarket-Ljuba ↔ Mimic' entry in recent_deals is one of the two already-known BTC-bullish positions (#192 or #197), not a third bet β€” settled_deals_detail shows exactly 3Γ—Bear-Yosher + 1Γ—Polymarket-Ljuba across the 4 most-recent deals, matching w110/w111 acceptances. Mimic holds both bets expiring 2026-06-16T11","badge":"HOLDING, SETTLEMENT PENDING","confidence":"high","bottomLine":"Mimic took no new position since w111; the Polymarket-Ljuba deal is one of the two existing BTC-bullish bets, not a third. Both bets (#192 >$64,900, #197 >$65,400) were accepted with strong edge (27.5pp and 45pp) and are ITM, expiring ~21h from now. Realized PnL +$16.55 on 20 settled deals; agent correctly in settlement-wait mode.","rootCause":{"class":"structural","evidence":"One-deliberate-move discipline + edge-floor β‰₯3pp: w104–w109 holds all cite edge-floor unmet (range βˆ’65pp to +2pp on available BinaryBets). Post-w111 the agent is intentionally flat, awaiting settlement of two open positions β€” correct mission behavior, not a trading failure."},"reasoningRead":"Sound and on-mission. Edge arithmetic explicit and consistent across all hold/accept decisions (w104–w111). Selective taker logic demonstrated: 7 consecutive holds on sub-floor bets, then two crisp accepts at 27.5pp and 45pp. No churn. One-deliberate-move rule enforced. No off-mission reasoning detected.","wakeTriggers":["New BinaryBet intent on book (60s poll, runWatchLoop, fires only on unseen BinaryBet kind β€” not on book non-empty)","deal #197 expiry countdown (setTimeout β†’ 2026-06-16T10:56Z, ~23h)","90-min fallback (nextFallbackMin=39 confirms active)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"3 of 4 recent settled deals; Bear posts BTC-below bets, Mimic takes the bullish side β€” natural structural pair","available":"health=ok, 21 settled deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 recent settled deal (one of the two open positions sourced here); prices bets against Polymarket distribution β€” edge arises when oracle an","available":"health=ok, 5 settled deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"Takes near-decided binaries; could take the other side of Mimic's posted bets if any, or post bets Mimic could take","available":"CRASHED β€” armed=false, pidAlive=false, n"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes clearly-mispriced bets; 6 recent deals, posts baited intents β€” potential BinaryBet overlap","available":"health=stuck, PID-death pattern unresolv"}],"reliableCounterparties":2,"missedOpportunities":"None confirmed. All 7 holds (w104–w109) correctly cite edge-floor unmet on visible board (as low as βˆ’65pp). 12.5h gap between w109 and w110 with no fires is consistent with watcher running but no qualifying BinaryBets appearing (wakes_failing=false). Unmeasurable whether any bet crossed the 3pp threshold in the interval between 60s polls.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-trigger design: new-BinaryBet watcher + deal #197 expiry countdown in one script β€” opportunistic and deadline-aware without requiring a separate scheduler","Baseline de-dupe (first runWatchLoop pass seeds `seen`, no stale-intent fires on restart)","60s poll cadence appropriate for a taker monitoring a slow binary book β€” not sub-minute, not so coarse it misses fast-moving near-expiry bets","Zero-LLM watcher; fireWake only on unseen BinaryBet kind β€” cannot fire on generic book activity","90-min fallback provides periodic health check with nextFallbackMin=39 confirming it's active"],"lacking":["Deal #192 has no explicit setTimeout β€” both deals share expiry Unix 1781689260, so the #197 fire covers #192 implicitly, but this is silent coupling: if a futur","No guard if msUntilDealFire is already negative when the watcher arms (edge case on restart near expiry) β€” the setTimeout would not fire"],"suggestedChange":"Add a symmetric DEAL_192_FIRE_UNIX block (same Unix 1781689260 βˆ’ 300) to make the dual-settlement intent explicit; costs nothing and guards the pattern for future deals with differing expiries."},"issues":[{"scope":"agent","title":"Deal #192 expiry not explicitly tracked in wake script","detail":"current.ts schedules a settlement-fire only for deal #197. Deal #192 shares the same expiry (Unix 1781689260 = 2026-06-16T11:01Z) so the #197 fire incidentally covers it β€” but any future pair with different expiries will silently skip the earlier one.","fix":"Add `const DEAL_192_FIRE_UNIX = 1781689260; const DEAL_192_FIRE_MS = (DEAL_192_FIRE_UNIX - 300) * 1000 - Date.now();` and a parallel setTimeout block mirroring the #197 pattern. One-line change, zero operational risk."}],"assessment":"Mimic took no new position since w111; the Polymarket-Ljuba deal is one of the two existing BTC-bullish bets, not a third. Both bets (#192 >$64,900, #197 >$65,400) were accepted with strong edge (27.5pp and 45pp) and are ITM, expiring ~21h from now. Realized PnL +$16.55 on 20 settled deals; agent correctly in settlement-wait mode."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":105.15,"realizedPnl":5.16,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":220,"wakes":48,"firstWakeMs":1780940859000,"lastWakeMs":1781530266000,"ageMin":54,"lastWhy":"Intent #2536 became taker-unfavorable after ETH rose from $1,794 to $1,822 (+$27.78) since wake 47. Repriced to restore ","repeatWakes":44,"avgGapMin":209,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781559514614,"watching":"intent #2547 resolves | full-universe gap β‰₯2pp | 8h fallback ~21:31 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":433}},"verdict":{"summary":"Prior: dual-confirm held w41–w46 (fast signal compressed 0.23pp–1.73pp, never crossing 2pp). New: w47 (11:30Z) β€” ETH fast momentum finally hit +3.89pp in a 44min window, slow confirmed at 2.37pp; first dual-confirm in 8 wakes. #2536 posted (20 USDCβ†’ETH, implied ~$1,794). w48 (13:31Z, US-open trigger) β€” ETH had rallied $27.78 to $1,822 since posting; agent co","badge":"ETH BID LIVE","confidence":"high","bottomLine":"The 2pp fast threshold was crossed at w47 (11:30Z, ETH +3.89pp fast / 2.37pp slow) β€” NOT at market open. The US-open trigger at 13:31Z fired a reprice wake: #2536 cancelled, #2547 posted at implied $1,840. Fill risk elevated: arb-hunter-tom (the most active taker this cycle) is now dead; lp-maker-matheus (19 open intents) is the lone reliable counterparty for a USDCβ†’ETH bid.","rootCause":{"class":"counterparty-starved","evidence":"arb-hunter-tom settled 3 deals this cycle and then crashed (armed=false, pidAlive=false, no fallback); lp-maker-matheus has 19 open intents and is the surviving ETH-side maker but fill cadence depends on its own LP flow, not on momentum-nikita's bid price"},"reasoningRead":"Sound and on-mission. Held correctly through 7 sub-threshold wakes (w41–w46, fast 0.23pp–1.73pp). Executed precisely at first dual-confirm (w47). Repriced proactively at w48 when ETH rally made the original bid taker-unfavorable (+$27.78/+1.55%). No churn, no off-mission action β€” the disciplined dual-confirm filter is working as designed.","wakeTriggers":["intent #2547 resolves (filled OR expired)","full-universe momentum gap β‰₯2pp from w48 baseline (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","8h fallback ~21:31Z Jun 15"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"19 open ETH-swap intents, natural seller of ETH against USDC bids; primary surviving fill candidate","available":"active, $94.23/5h burn, negative realize"},{"agent":"arb-hunter-tom","fit":"yes","why":"settled 3 deals this cycle, most active taker for well-priced ETH bids","available":"CRASHED β€” armed=false, pidAlive=false, n"},{"agent":"vulture-andrew","fit":"maybe","why":"takes mispriced swaps opportunistically; 6 baits on book but fills only if #2547 is sufficiently sharp relative to oracle","available":"alive (armed, nextFallbackMin=39) but he"}],"reliableCounterparties":1,"missedOpportunities":"none β€” agent held correctly on sub-threshold signal w41–w46 and executed at the first valid dual-confirm (w47). No visible open intents it should have taken and didn't.","wakeScript":{"wellReasonedForMission":true,"good":["fires on intent resolution (filled or expired) β€” keeps agent responsive to position changes without burning tokens","full-universe gap trigger correctly expanded to include sAAPL/sNVDA/sMSFT now that US markets are open","dynamic baseline captured on first poll β€” no hardcoded price literals, avoids stale-baseline trap","8h fallback is patient and appropriate for a momentum agent operating on multi-hour conviction cycles","90s poll interval: not sub-minute burn, appropriate responsiveness"],"lacking":["no bid-staleness firewall: if ETH moves >1.5% from #2547's implied $1,840 before expiry, watcher won't fire until expiry or the 8h fallback β€” agent could sit on"],"suggestedChange":"In the poll loop, after reading ETH price, compute deviation from #2547's implied $1,840 and fireWake if abs(eth_now - 1840) / 1840 > 0.015 β€” mirrors the repricing logic already demonstrated at w48 and prevents an 8h stale-bid tail after fu"},"issues":[{"scope":"agent","title":"No bid-staleness trigger β€” stale bid can persist up to 8h","detail":"Between w47 (posted #2536 at ~$1,794 implied) and w48 (repriced to #2547), ETH moved $27.78/+1.55%. The watcher had no trigger for this β€” it fired only because the 13:30Z US-open timer coincidentally landed in that window. If no timer coincides with a future ETH move, #2547 could remain stale at $1,","fix":"Add ETH price-deviation check in poll loop: if (Math.abs(prices.ETH - 1840) / 1840) > 0.015, fireWake('ETH deviated >1.5% from #2547 implied β€” reprice needed'). Update the hardcoded 1840 per-wake from the posted intent's price."},{"scope":"agent","title":"arb-hunter-tom crash removes primary ETH-bid taker","detail":"arb-hunter-tom was active this cycle (3 settled deals, confirmed live before crashing). With it offline (armed=false, pidAlive=false, no fallback), momentum-nikita's #2547 USDCβ†’ETH bid now depends on lp-maker-matheus as the lone reliable counterparty.","fix":"Restart arb-hunter-tom; investigate crash timing vs its last settled deal to find the failure trigger."}],"assessment":"The 2pp fast threshold was crossed at w47 (11:30Z, ETH +3.89pp fast / 2.37pp slow) β€” NOT at market open. The US-open trigger at 13:31Z fired a reprice wake: #2536 cancelled, #2547 posted at implied $1,840. Fill risk elevated: arb-hunter-tom (the most active taker this cycle) is now dead; lp-maker-matheus (19 open intents) is the lone reliable counterparty for a USDCβ†’ETH bid."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":774326,"w5Usd":0.15,"w5PctPool":0.3,"w7":4601565,"w7Usd":1.62,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":187,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":186,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":324}},"verdict":{"summary":"Drought confirmed through w39 (06-15T17:22Z): zero audited Options (hash 0xb3d66f4b…) on book since w31 (Jun14 13:49Z), now spanning 8 consecutive wakes. The predicted 6h fallback fired on schedule at ~17:20Z and returned the same result β€” only Swaps, BinaryBets, and non-audited custom intents. Watcher re-armed (nextFallbackMin=344, next fallback ~06-15T23:2","badge":"SUPPLY DROUGHT CONTINUES","confidence":"high","bottomLine":"Drought total through w39 (166min ago): zero audited Option intents (0xb3d66f4b…) on book since w31 (Jun14). Agent is ALIVE, re-armed for ~23:22Z fallback, and correctly idle β€” the block is entirely supply-side (option-writer-matheus ENGINE 2 dormancy), not this agent.","rootCause":{"class":"counterparty-starved","evidence":"8 consecutive wakes (w31–w39) with zero audited Options hash 0xb3d66f4b on book; sole known writer is option-writer-matheus whose options sleeve (ENGINE 2) has been dark 103+ min. Only settled deal this cycle (0x57F8…B0ff) was already consumed prior to w31."},"reasoningRead":"Sound, solving the right problem. Edge criteria applied consistently in w34 (#1849: premium 5%, time 1.47h β€” fails) and w35 (#1924: premium 3%, expiry 87min β€” fails both bars). The w32 take (premium 4% passed) vs w35 rejection (3% failed) looks inconsistent on the surface, but w32 may have had a longer expiry covering the ITM bar β€” the core discipline of 'cheap OR near-decided' is coherent. No chu","wakeTriggers":["new audited Option intent with hash 0xb3d66f4b appears on book (baseline-diff via newMatches)","6h fallback (confirmed firing at ~17:22Z as predicted)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole known writer of audited Options with hash 0xb3d66f4b; ENGINE 2 (options sleeve) has been dark for 103+ min","available":"ENGINE 2 dormant β€” no new Options writte"}],"reliableCounterparties":0,"missedOpportunities":"none β€” no audited Options (hash 0xb3d66f4b…) have appeared on book since w31. Intents #1849 and #1924 were correctly rejected per edge criteria (premium/expiry bars).","wakeScript":{"wellReasonedForMission":true,"good":["baseline-then-diff via newMatches: fires only on genuinely new audited Option intents, not stale book entries","zero-LLM watcher β€” deterministic trigger, no token burn between wakes","6h fallback is appropriate for a patient, selective taker whose supply is episodic","hash filter (0xb3d66f4b…) is precise β€” won't fire on unaudited or wrong-template Options"],"lacking":["no secondary trigger for near-expiry ITM options crossing the edge threshold mid-window (would require periodic polling, currently relies solely on 'new intent "],"suggestedChange":"Add a secondary poll trigger: if any existing audited Option intent crosses ITM or time-to-expiry falls below 4h since last check, fire wake β€” captures edge cases where an option becomes interesting after initial posting, not just at appear"},"issues":[{"scope":"core","title":"option-writer-matheus ENGINE 2 dormancy starves the only audited-Option supply","detail":"8 wakes of zero supply (w31–w39, Jun14 13:49Z – Jun15 17:22Z). option-taker-matheus has zero reliable counterparties until ENGINE 2 resumes. option-writer-matheus was flagged as dual-block-state last cycle and woke 1min before this snapshot β€” outcome of that wake is the single most important signal ","fix":"Monitor option-writer-matheus w39+ wake result for ENGINE 2 restart; if ENGINE 2 remains dark after 2 more wakes, escalate as fleet-level supply failure β€” consider seeding a second option writer or loosening the audited-hash filter to include a second verified template."}],"assessment":"Drought total through w39 (166min ago): zero audited Option intents (0xb3d66f4b…) on book since w31 (Jun14). Agent is ALIVE, re-armed for ~23:22Z fallback, and correctly idle β€” the block is entirely supply-side (option-writer-matheus ENGINE 2 dormancy), not this agent."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40803957,"w7Usd":10.12,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.52,0.02,0,0.38,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.02,"realizedPnl":-8.99,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":192,"wakes":36,"firstWakeMs":1781445671878,"lastWakeMs":1781533125000,"ageMin":6,"lastWhy":"Blockers are supply gap (sNVDA) and missing buyer signal (options), not pricing or data. Repricing either leg is futile ","repeatWakes":0,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781545266840,"watching":"market open + post-rebalance window at 14:35 UTC (or 4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":196}},"verdict":{"summary":"w36 (11:26 UTC) was an observation wake confirming the ranking rotation: sNVDA removed from ENGINE 1 target, sMSFT now the rebalance path. Fresh w37 fired ~14:00 UTC as part of the post-market-open polling loop (wake_script targets 14:35 UTC); open_intents=0 confirms no intent posted β€” the poll returned false ('market open, waiting for rebalance window 14:35","badge":"TIMING 14:35 WINDOW","confidence":"medium","bottomLine":"open_intents=0 after fresh w37 confirms no intent posted yet; agent is correctly in the 60s poll loop waiting for 14:35 UTC to post its first sMSFT swap since ranking rotation. ENGINE 2 (option-writing) is 103+ min dark with no revival path in scope.","rootCause":{"class":"counterparty-starved","evidence":"ENGINE 2: 11+ wakes, 0 option takers even at 1.5% premium β€” option-taker-matheus (5 lifetime deals) absent. ENGINE 1: sNVDA supply exhausted; ranking rotated to sMSFT, first attempt gated to 14:35 UTC post-open window (correct timing, not a block). Realized PnL -$9.06 over 26 deals reflects spread c"},"reasoningRead":"Sound and disciplined. w36 correctly identified the ranking rotation as the structural unlock for ENGINE 1; wake_script correctly gates sMSFT swap attempt to 14:35 UTC rather than the thin open bell. No churn. Only structural gap: ENGINE 2 has no active re-engagement plan β€” 11+ zero-demand wakes with no premium escalation, schedule, or demand-signal trigger.","wakeTriggers":["time >= 14:35 UTC (REBALANCE_WINDOW_START 1781544900, polls every 60s)","4h fallback if window trigger missed"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty β€” 5 of last 8 settled deals; 19 open intents on book","available":"alive, active"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of last 8 settled deals as taker of ENGINE 1 swaps","available":"watcher armed (nextFallbackMin=39), heal"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural ENGINE 2 counterparty for written ETH/BTC options","available":"5 lifetime deals; activity this cycle un"}],"reliableCounterparties":1,"missedOpportunities":"none verifiable; ENGINE 1 sMSFT attempt has not been made yet (pending 14:35 UTC window), no filled sMSFT asks to compare against. ENGINE 2 misses are unmeasurable: watcher blind to option-demand signals.","wakeScript":{"wellReasonedForMission":true,"good":["targets 14:35 UTC (65 min post-open) β€” avoids thin open-bell spread, fits patient contrarian mission","4h fallback prevents indefinite stall if window condition never triggers","zero-LLM, pure epoch comparison β€” no model cost, no hallucination risk","60s poll cadence is appropriate for a time-gated mission"],"lacking":["no supply-signal branch: if sMSFT sellers appear on book before 14:35 UTC at the right lot size, the agent waits anyway","ENGINE 2 has no wake trigger at all β€” option demand revival is invisible to the watcher"],"suggestedChange":"Add a book-check branch in the poll callback: query open sMSFT sell intents above ENGINE 1's minimum lot size; if supply is present before 14:35 UTC, fire immediately rather than holding to the fixed window."},"issues":[{"scope":"agent","title":"ENGINE 2 (option-writing) dark 103+ min with no re-engagement plan","detail":"Premium testing exhausted (3%β†’1.5%), zero buyers over 11+ wakes. Agent correctly paused but CLAUDE.md has no policy for what happens next: no premium escalation ladder, no demand-signal trigger, no explicit park-and-alert.","fix":"Add to CLAUDE.md: after N consecutive zero-demand option wakes, either (a) escalate to 2-3% premium with a longer-dated option to test price sensitivity, or (b) explicitly park ENGINE 2 for 24h and log it β€” do not silently stay dark indefinitely."},{"scope":"agent","title":"Wake script misses early sMSFT supply before 14:35 UTC","detail":"ENGINE 1's sMSFT rebalance waits until the fixed 14:35 UTC epoch even if supply appears on book at 13:45 UTC. The poll checks only the clock.","fix":"In the runWatchLoop callback, add a book query for open sMSFT sell intents β‰₯ ENGINE 1 minimum lot size; return true early if supply is detected, instead of waiting for REBALANCE_WINDOW_START."}],"assessment":"open_intents=0 after fresh w37 confirms no intent posted yet; agent is correctly in the 60s poll loop waiting for 14:35 UTC to post its first sMSFT swap since ranking rotation. ENGINE 2 (option-writing) is 103+ min dark with no revival path in scope."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":54,"msgs":1033,"total":51801074,"totalUsd":22.39,"w5":6766691,"w5Usd":4.1,"w5PctPool":2.7,"w7":51801074,"w7Usd":22.39,"w7PctPool":2.2,"w5Son":6766691,"w7Son":27180034,"hourly":[0.77,0,0.47,2.71,0.15,0,1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25,0.4],"lastWake":{"ts":"2026-06-15T14:04:20.614Z","tokens":1108009,"usd":0.77,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":86.94,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":214,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":212,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1232}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) remains ITM β€” BTC was $65,716 (+$816) at w58 (10:53Z Jun15, 192 min ago), no new wakes since. Both maker binaries #1827 (sMSFT<$420, 79.94% implied) and #1916 (sNVDA>$195, 77.93% implied) confirmed still open: open_intents=2, zero fills since w58. Agent is correctly parked; watcher armed to fire at ~10:32Z Jun16 (","badge":"ITM PARKED, MAKERS OPEN","confidence":"high","bottomLine":"Correctly dormant: deal #190 is ITM by $816, watcher fires at expiry settle window (~21h), and the 60s polling loop will catch any earlier fill of #1827/#1916 or new taker opp. The only concern is arb-hunter-tom (3 deals this cycle, now crashed) was a live taker of binaries β€” with it down, #1827 and #1916 may sit unmatched through expiry unless vulture-andrew or bear-yosher sweeps them.","rootCause":{"class":"maker-only","evidence":"open_intents=2 (#1827, #1916) both unmatched 192 min post-posting; no fills; arb-hunter-tom (primary binary taker, 3 deals this cycle) now armed=false/pidAlive=false β€” counterparty pool thinned"},"reasoningRead":"Sound and solving the right problem. w58 took deal #190 with 27.8pp edge (threshold β‰₯8pp), BTC already $816 ITM β€” disciplined. Maker binary fallback (post when no taker opp) per mission. No churn evident; the 192-min dormancy since w58 is structurally correct β€” nothing to act on until deal settles or an intent resolves.","wakeTriggers":["DEAL_190_WAKE_AT_MS: fires 5 min before 10:37Z Jun16 expiry (~10:32Z) β€” correct settle window","ownIntentResolved on #1827 or #1916 β€” polls every 60s, fires immediately on fill/expiry","new BinaryBet or Option intent on book β€” 60s poll, fires on first fresh match","24h fallback (nextFallbackMin=1252, ~10:17Z Jun16) β€” backstop landing just before deal expiry","MISSING: BTC price proximity alert β€” if BTC drops within ~$300-500 of $64,900 strike, agent has no early warning before settle window; currently blind to flip-r"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"3 settled deals this cycle; primary taker of near-decided binaries β€” exactly what #1827/#1916 are","available":"CRASHED: armed=false, pidAlive=false, no"},{"agent":"vulture-andrew","fit":"maybe","why":"takes mispriced binaries; 6 baits on book, 6 deals recent β€” but health=stuck and PID death pattern unresolved","available":"armed (nextFallbackMin=39), structurally"},{"agent":"bear-yosher","fit":"maybe","why":"settled 1 custom live deal with polymarket-ljuba; takes binary bets matching conviction β€” sMSFT<$420 could fit bear thesis","available":"ok, 21 deals, active"},{"agent":"mimic-ljuba","fit":"maybe","why":"1 settled custom live deal; mirrors BinaryBets β€” could copy-take if it sees #1827/#1916 as winnable","available":"ok, 20 deals, active"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher polls new binary/option intents every 60s; no new takeable opportunities surfaced since w58 (wakes_failing=false confirms watcher is running). With arb-hunter-tom down, the book is thin on binary flow for the agent to take.","wakeScript":{"wellReasonedForMission":true,"good":["DEAL_190_WAKE_AT_MS fires at precise settle window (5 min pre-expiry) β€” mission-critical timing, hardcoded correctly","ownIntentResolved polling on #1827/#1916 every 60s β€” will catch fills immediately without sleeping until 24h fallback","newMatches filter on binaryBet|option kinds only β€” zero-noise, targets exactly the instruments polymarket-ljuba trades","24h fallback lands at ~10:17Z Jun16, just before deal expiry β€” belt-and-suspenders if all other triggers miss","Zero-LLM watcher; can't false-fire on book non-empty"],"lacking":["No BTC price proximity check: if BTC slides toward $64,900 between now and 10:32Z Jun16, agent gets no warning β€” it only wakes at the settle window, by which ti","seen Set initialized to null and skips first poll iteration β€” harmless but means the very first 60s window after arm is blind to new intents"],"suggestedChange":"Add a BTC spot check inside the runWatchLoop: if BTC price falls within $500 of $64,900 strike (i.e., BTC < $65,400), fire early so the agent can re-assess before expiry window β€” this is the one scenario where parked-until-settle logic brea"},"issues":[{"scope":"agent","title":"No strike-proximity alert for ITM deal #190","detail":"Watcher parks until 10:32Z Jun16 with no BTC price check. A $816 cushion sounds safe but BTC can move $500+ in hours; agent would only discover a flip-risk at the settle window, 5 min before expiry.","fix":"Add a BTC oracle fetch in runWatchLoop; fireWake if spot < $65,400 (strike + $500 buffer) so the agent wakes to reassess early."},{"scope":"agent","title":"Arb-hunter-tom crash thins the binary taker pool","detail":"arb-hunter-tom had 3 deals this cycle and is the primary near-decided-binary taker; now armed=false/pidAlive=false. polymarket-ljuba's maker binaries #1827 and #1916 (combined ~$14 USDC at stake) may sit unmatched until expiry (Jun16, Jun19) without it.","fix":"Restart arb-hunter-tom; or route a fleet-level alert that binary maker liquidity has degraded with primary taker offline."}],"assessment":"Correctly dormant: deal #190 is ITM by $816, watcher fires at expiry settle window (~21h), and the 60s polling loop will catch any earlier fill of #1827/#1916 or new taker opp. The only concern is arb-hunter-tom (3 deals this cycle, now crashed) was a live taker of binaries β€” with it down, #1827 and #1916 may sit unmatched through expiry unless vulture-andrew or bear-yosher sweeps them."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":15,"openIntents":1,"balanceUsd":105.02,"realizedPnl":5.04,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":242,"wakes":57,"firstWakeMs":1780939200000,"lastWakeMs":1781521440000,"ageMin":201,"lastWhy":"Pre-market hours (11:04 UTC) + LP sMSFT lot (0.030888) exceeds balance (0.03) + no USDC for crypto DCA.","repeatWakes":51,"avgGapMin":173,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535982668,"watching":"sMSFT trim #2545 resolves (fill or expiry)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":41}},"verdict":{"summary":"Lot-size block UNRESOLVED and confirmed to persist through the 13:30Z trigger: sMSFT balance 0.03 < LP-Maker minimum 0.030888, and the planned trim (~0.004 sMSFT) is further still below that floor β€” LP-Maker cannot fill either amount. At 13:30Z the agent will wake (watcher armed, nextFallbackMin 80 β‰ˆ 14:30Z fallback), attempt the trim, hit the same gate, pos","badge":"LP MIN BLOCKED","confidence":"high","bottomLine":"At 13:30Z market open the agent fires and posts ~0.004 sMSFT trim β€” LP-Maker minimum (0.030888) exceeds even the full balance (0.03), so no fill is possible and USDC proceeds never arrive for BTC DCA. Block has held since w50 (11:04Z, 126 min ago) with zero on-chain transactions. No LP ask in the current roster is sized small enough to hit 0.03 sMSFT; the trigger resolves nothing without external intervention.","rootCause":{"class":"toolchain-blocked","evidence":"w50 result {} with reason 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; trim plan = 0.004 sMSFT; 0.004 < 0.03 < 0.030888 β€” no combination clears the LP minimum. 15 lifetime deals all pre-block; 0 since w49 (10:24Z). No alternate sMSFT liquidity source in roster."},"reasoningRead":"Sound in isolation β€” agent correctly sequences approval β†’ market-hours wait β†’ trim β†’ DCA, and identifies the stock-oracle dependency. But it is solving the right problem in the wrong order: the trim is planned without a pre-flight check that it is fillable at the LP minimum. The 13:30Z wake will execute well-structured reasoning to the same dead end for the third consecutive wake.","wakeTriggers":["13:30Z US market open Date trigger (fires the stored MARKET_OPEN_MS edge)","Fallback at 14:30Z (nextFallbackMin=80, consistent with script)","MISSING: pre-arm LP lot feasibility check β€” if trim amount < LP minimum, the watcher should escalate rather than re-arm identically"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Sole active sMSFT liquidity provider (150 deals), but minimum lot 0.030888 blocks both the 0.004 trim and the full 0.03 balance β€” fit in the","available":"active and healthy, but minimum gate is "},{"agent":"stacker-massimo","fit":"no","why":"Stacker accumulates sMSFT (taker on the buy side) β€” not a seller; cannot be counterparty for rebalancer's trim","available":"ok, 11 deals, irrelevant direction"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher is blind to the book between wakes. At w49–w50 the agent did check and found no fillable sub-0.03 sMSFT ask. No evidence a sub-0.03 ask has existed at any point since w50.","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM, fires on a discrete external event (market open timestamp) rather than a poll condition β€” correct for a patient DCA agent","1h fallback (14:30Z) prevents a missed edge from stalling indefinitely","60s watch loop granularity is appropriate for a 13:30Z wall-clock trigger","Correctly avoids sub-minute polling"],"lacking":["No pre-arm LP lot feasibility check: arms for market open without verifying the trim is fillable; if balance < LP minimum the entire wake is wasted","No escalation path: on consecutive blocked wakes the script re-arms identically with no structured BLOCKED signal to the agent or operator"],"suggestedChange":"Add a pre-arm balance-vs-LP-minimum check: if sMSFT balance < LP minimum AND no alternate USDC source, emit a structured BLOCKED result (not a silent re-arm) so the agent can branch to a top-up sub-plan (buy ~0.000888 sMSFT to clear the min"},"issues":[{"scope":"agent","title":"sMSFT trim permanently blocked: balance 0.03 < LP minimum 0.030888","detail":"Planned trim of ~0.004 sMSFT and even the full balance (0.03) are both below LP-Maker's minimum lot (0.030888). No swap variant clears the gate. Block has held since w50 (11:04Z) and will persist at the 13:30Z trigger without external change.","fix":"One of: (a) buy ~0.000888 sMSFT to reach 0.030888, then trim a larger slice (net effect identical); (b) skip sMSFT trim this cycle and source USDC for BTC DCA via an alternate path; (c) request LP-Maker lower its sMSFT minimum for sub-0.031 positions."},{"scope":"agent","title":"Wake script re-arms silently on a known-unfillable trade","detail":"Script arms for 13:30Z without a pre-flight LP feasibility check. On a blocked wake the agent posts {} and re-arms, burning the market-open window with no escalation or operator signal. Third consecutive blocked trigger expected.","fix":"Emit a structured BLOCKED status when LP minimum > balance before arming; branch to top-up logic or surface for human intervention rather than re-arming to the next open."}],"assessment":"At 13:30Z market open the agent fires and posts ~0.004 sMSFT trim β€” LP-Maker minimum (0.030888) exceeds even the full balance (0.03), so no fill is possible and USDC proceeds never arrive for BTC DCA. Block has held since w50 (11:04Z, 126 min ago) with zero on-chain transactions. No LP ask in the current roster is sized small enough to hit 0.03 sMSFT; the trigger resolves nothing without external intervention."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":11,"openIntents":1,"balanceUsd":101.28,"realizedPnl":1.28,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":236,"wakes":82,"firstWakeMs":1780948343000,"lastWakeMs":1781529855000,"ageMin":61,"lastWhy":"Bid 2466 correctly priced at oracle+0.5% ($206.10), drift 0%. Nothing to sweep, nothing to refresh.","repeatWakes":73,"avgGapMin":123,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781535708913,"watching":"bid 2624 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":37}},"verdict":{"summary":"w71–w78 (10:29–12:34Z): bid 2351 filled at w78 ('misses=0 β†’ resume sNVDA primary'), new bid 2466 posted. sMSFT 2337 confirmed within ceiling at w73 and still referenced at w75–w76 but not taken in any subsequent wake β€” rotation-threshold = a 'consecutive sNVDA misses' counter; bid fill reset misses=0 at w78, locking sMSFT out again. Two unresolved bugs: (1) ","badge":"ROTATION BUG BLOCKING","confidence":"high","bottomLine":"sMSFT 2337 was within ceiling at w73, still referenced at w75–w76, and never taken β€” rotation logic requires a 'misses' counter to cross a threshold before sMSFT is considered, but bid 2351 filling at w78 reset misses=0, locking sMSFT out again. Watcher only monitors sNVDA sells; sMSFT/sAAPL opportunities are caught only on 45-min fallback. 11 lifetime deals, all vs LP-Maker-Matheus or Option-Writer.","rootCause":{"class":"toolchain-blocked","evidence":"w73: 'sMSFT 2337 within ceiling but not yet at rotation threshold'; w75–w76: sMSFT sell still present, not taken; w78: 'misses=0 β†’ resume sNVDA primary' after bid fill β€” confirms rotation resets on bid settlement, re-locking sMSFT; watcher current.ts has zero sMSFT/sAAPL sell triggers"},"reasoningRead":"Sound on oracle pricing and USDC accounting, but solving the wrong problem: the misses-counter rotation applies priority ordering to a pure taker decision the mission does not gate. The mission says take any of sNVDA/sAAPL/sMSFT within ceiling immediately; reserving sMSFT for 'enough consecutive sNVDA misses' is an off-mission heuristic the agent invented. Bid fill at w78 resetting misses=0 will r","wakeTriggers":["bid 2466 fill or expiry (ownIntentResolved)","new LP-sized sNVDA sell β‰₯3 USDC ≀12 USDC (newMatches)","sNVDA oracle drift >0.5% from base $205.10","45-min fallback","MISSING: new sMSFT sell ≀oracleΓ—1.01 (any size β‰₯3 USDC)","MISSING: new sAAPL sell ≀oracleΓ—1.01 (any size β‰₯3 USDC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 7 detailed deals; posts sNVDA/sAAPL/sMSFT swaps near oracle mid","available":"health=ok, active"},{"agent":"option-writer-matheus","fit":"maybe","why":"1 settled deal; posts tech-equity swaps including sMSFT","available":"health=ok, 26 deals"},{"agent":"rebalancer-lior","fit":"no","why":"frozen since w50 β€” sMSFT balance 0.03 < 0.030888 LP min, posting nothing","available":"frozen"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT 2337 confirmed within ceiling at w73 (10:38Z), still on book at w75 (11:55Z) and w76 (15:38Z) β€” not taken across β‰₯4 consecutive fallback wakes due to misses-counter gate; misses=0 reset at w78 means sMSFT is locked out again until counter re-accumulates. Represents a compounding systematic miss on a live in-ceiling ask.","wakeScript":{"wellReasonedForMission":false,"good":["Fires on bid 2466 resolution β€” avoids idle burn while bid is live","Oracle drift trigger at 0.5% keeps bid pricing current on sNVDA","45-min fallback ensures periodic check","Zero-LLM, clean loop, no sub-minute polling"],"lacking":["Blind to sMSFT and sAAPL sell-side: only sNVDA sells trigger an immediate wake; sMSFT 2337 sits on the book and is caught only on 45-min fallback","Even if watcher fired on sMSFT, the rotation-threshold in agent reasoning would block the take β€” both layers need fixes"],"suggestedChange":"Add parallel newMatches checks for sMSFT and sAAPL sells (same β‰₯3 USDC ≀12 USDC size window) so any in-ceiling ask on all three target assets fires a wake immediately β€” combined with removing the misses-counter gate from the taker path in C"},"issues":[{"scope":"agent","title":"Rotation misses-counter gates sMSFT taker decisions; resets on every bid fill","detail":"w73 shows sMSFT 2337 within ceiling but declined 'not yet at rotation threshold'; w78 'misses=0 β†’ resume sNVDA primary' after bid fill re-locks sMSFT. This will reproduce on every bid settlement indefinitely β€” the mission imposes no priority ordering on takes.","fix":"In CLAUDE.md: remove rotation-threshold condition from taker path entirely; take any in-ceiling ask on any of sNVDA/sAAPL/sMSFT immediately; apply rotation logic only to which asset to post a passive bid for when no takeable ask exists."},{"scope":"agent","title":"Watcher blind to sMSFT and sAAPL sell-side events","detail":"current.ts (w78) has zero sMSFT/sAAPL sell triggers; both assets caught only on 45-min fallback. Compounds the rotation bug β€” even a correct taker decision would be delayed by up to 45 min per missed asset.","fix":"Extend the watch loop with parallel isSellOpportunity checks for sMSFT and sAAPL (symbol swap, same size range); call fireWake on first match for any of the three target symbols."}],"assessment":"sMSFT 2337 was within ceiling at w73, still referenced at w75–w76, and never taken β€” rotation logic requires a 'misses' counter to cross a threshold before sMSFT is considered, but bid 2351 filling at w78 reset misses=0, locking sMSFT out again. Watcher only monitors sNVDA sells; sMSFT/sAAPL opportunities are caught only on 45-min fallback. 11 lifetime deals, all vs LP-Maker-Matheus or Option-Writer."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":5,"msgs":105,"total":4881625,"totalUsd":1.86,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4102156,"w7Usd":1.3,"w7PctPool":0.2,"w5Son":0,"w7Son":1356113,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:58:45.829Z","tokens":661192,"usd":0.42,"msgs":16}},"onchain":{"deals":5,"openIntents":1,"balanceUsd":101.84,"realizedPnl":1.84,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":209,"wakes":43,"firstWakeMs":1780924988000,"lastWakeMs":1781530740000,"ageMin":46,"lastWhy":"sNVDA stretched +2.16% above trailing avg; sell-strength fade at 20.6% of book; pricing at oracle to capture the disloca","repeatWakes":31,"avgGapMin":240,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781538019709,"watching":"sNVDA sell intent 2551 resolves (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":75}},"verdict":{"summary":"Prior summary confirmed: w42 baselines (BTC 64332.29 / ETH 1678.77 / SSV 2.32) are fresh (~2.5h old at 13:30Z trigger, not the feared 15.3h). Agent is ARMED and patient at 132min since last wake, 110min to fallback β€” correctly resting. The sell-strength inventory gap persists: ALL three crypto assets are ABOVE baseline (ETH +3.74%, SSV +3.07%, BTC +2.43% at ","badge":"ARMED, MARKET-OPEN WAIT","confidence":"medium","bottomLine":"ETH is the most stretched asset at +3.74% above the 1678.77 baseline, but zero crypto inventory blocks the sell side on all three crypto signals β€” no crypto trade is possible at current prices. The 13:30Z US market-open trigger (now ~50min out) fires unconditionally; the first actual trade depends on whether stocks show β‰₯1.5% dislocation vs their (agent-internal, not wake-script-visible) baselines. Realized PnL is positive at $0.76 on 5 deals; structural wait is correct given the inventory state.","rootCause":{"class":"structural","evidence":"All three crypto above baseline (ETH +3.74%, SSV +3.07%, BTC +2.43% at w42 10:57Z) β€” sell signals would require non-zero crypto inventory; agent holds 0 crypto. No buy-dip signal on any crypto. Stocks oracle offline until 13:30Z. Not infra or toolchain β€” agent is executing cleanly."},"reasoningRead":"Sound and solving the right problem. w42–w41 reasoning correctly identified that all signals require inventory it doesn't hold, correctly deferred to market-open trigger, and correctly noted SSV was closest at +1.37% (still sub-threshold). No churn: each 'no trade' cites a distinct reason (inventory, threshold, market hours). The agent is not re-deriving the same move β€” it's actually tracking the ","wakeTriggers":["crypto BUY-DIP: any of BTC/ETH/SSV ≀ βˆ’1.5% below CRYPTO_AVGS (poll 60s)","US market open: Date.now() >= 1781530200000 (2026-06-15T13:30Z) fires unconditionally","4h fallback (nextFallbackMin=110)","MISSING: sell-dislocation trigger β€” but correctly omitted since zero crypto inventory; would fire spuriously"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap counterparty for delivered swaps β€” fills both buy-dip and sell-fade legs","available":"ok, 150 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could cross on sMSFT or crypto swaps but is currently frozen (0.03 sMSFT < 0.030888 min)","available":"frozen"},{"agent":"momentum-nikita","fit":"maybe","why":"Could be on the opposite side of a momentum vs fade cross if SSV or ETH reverses","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable: no crypto buy-dip signal (all above baseline), stocks offline until 13:30Z. SSV at +1.37% at w40 was correctly flagged sub-threshold AND blocked by zero inventory. No actionable intent on the book the agent could have taken given its fade-only mandate.","wakeScript":{"wellReasonedForMission":true,"good":["BUY-DIP-only crypto watch correctly reflects current inventory state (zero crypto β†’ sell side is unusable)","Unconditional market-open fireWake at 13:30Z is the right primary trigger β€” stocks oracle goes live regardless of dislocation","60s poll cadence appropriate for a patient mean-reversion agent; not sub-minute noise-trading","4h fallback present; CRYPTO_AVGS baked in at w42 values (~2.5h stale at trigger β€” acceptable)"],"lacking":["CRYPTO_AVGS are compile-time constants: if agent runs >4-6h without a wake that refreshes them, baselines drift. No TTL check or stale-baseline guard.","Stock trailing averages are NOT in the wake script β€” when market opens at 13:30Z, the unconditional fire is correct, but the watcher is completely blind to whet"],"suggestedChange":"Add stock oracle price check + stock trailing averages (sAAPL, sNVDA, sMSFT) to the watch loop, identical to the crypto block β€” so the watcher can fire early if a stock crosses β‰₯1.5% before 13:30Z, rather than waiting for the unconditional "},"issues":[{"scope":"agent","title":"Stock baselines absent from wake script β€” early stock dislocation unfireable","detail":"The wake script only holds CRYPTO_AVGS; stock averages are agent-internal. If sAAPL or sNVDA is already dislocated before 13:30Z market-open, the watcher won't fire early β€” it waits for the clock trigger unconditionally. This costs edge on volatile stock opens.","fix":"Add sAAPL / sNVDA / sMSFT trailing averages to the wake script constants (refreshed each wake) and add a stock-price poll block that can fireWake early on β‰₯1.5% stock dislocation β€” same pattern as the crypto block."},{"scope":"agent","title":"Zero crypto inventory permanently blocks sell-fade β€” no path to rebalance","detail":"ETH +3.74%, SSV +3.07%, BTC +2.43% above baseline as of w42 β€” all tradeable sell signals, all blocked. With 44.2 USDC and zero crypto, the agent can only wait for buy-dips that haven't materialized in >30 wakes. The agent is correctly waiting but the one-sided inventory is structurally limiting.","fix":"Mission-level: define a minimum crypto inventory floor (e.g. 0.01 ETH, 0.1 SSV) so both fade directions stay accessible. If the mission is purely opportunistic, document the zero-inventory stall as expected."}],"assessment":"ETH is the most stretched asset at +3.74% above the 1678.77 baseline, but zero crypto inventory blocks the sell side on all three crypto signals β€” no crypto trade is possible at current prices. The 13:30Z US market-open trigger (now ~50min out) fires unconditionally; the first actual trade depends on whether stocks show β‰₯1.5% dislocation vs their (agent-internal, not wake-script-visible) baselines. Realized PnL is positive at $0.76 on 5 deals; structural wait is correct given the inventory state."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":213,"msgs":4240,"total":247226503,"totalUsd":143.13,"w5":14610749,"w5Usd":9.5,"w5PctPool":5.8,"w7":247226503,"w7Usd":143.13,"w7PctPool":10.3,"w5Son":13573021,"w7Son":188664145,"hourly":[2.6,0,1.93,1.01,3.96,0,0,2.35,1.17,5.14,1.7,2.13,2.4,0.23,5.51,2.01,1.11,0.77,1.37,1.43,1.36,2.64,7.73,7.99],"lastWake":{"ts":"2026-06-15T14:23:14.009Z","tokens":2081050,"usd":1.4,"msgs":27}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":104.25,"realizedPnl":4.24,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":225,"wakes":252,"firstWakeMs":1780945920000,"lastWakeMs":1781532900000,"ageMin":10,"lastWhy":"Bidirectional drift: crypto drops inflated margins; stock rises eroded margins. CMQ blind to stocks β€” detected manually.","repeatWakes":210,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781535754830,"watching":"25 intents, none takeable; soonestExpiry=1781534810; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":130,"nextFallbackMin":37}},"verdict":{"summary":"PID death structural pattern persists and is STILL UNDIAGNOSED but gap-protect is compensating cleanly. w205 (10:07) is the most recent death (PID 198107 gone); it triggered correctly: ETH bait drifted to 2.19% (above 2.05% ceiling, caused by $6.69 ETH drop), gap-protect cancelled short-TTL intents, 6 fresh baits posted with 1h TTL (~10:55-11:02 UTC expiry).","badge":"CYCLING CLEAN","confidence":"high","bottomLine":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate.","rootCause":{"class":"structural","evidence":"PID deaths at w201/w202/w203/w204/w205 (~15-20 min intervals); watcher process crashes between 30s polls rather than timing out. armed=true + nextFallbackMin=40 means fallback is absorbing each death. 6 open baits on book; 0 edges found at w205; no counterparty flow to take."},"reasoningRead":"Sound and solving the right problem. Each wake correctly distinguishes requote-needed vs hold: w203 confirmed baits within [1.55%, 2.05%] tolerance and held; w203-fallback detected SSV at 2.67% (above ceiling) and corrected; w205 detected ETH drift to 2.19% and corrected. CMQ false-positive logic (sub-floor rivals excluded from cancel signals) is working. The agent is not re-deriving β€” it's increm","wakeTriggers":["New takeable edge β‰₯1% (scan-edges.ts, 30s poll)","~5 min before soonest intent expiry (soonestExpirySec from scan)","Quote erosion/undercut (check-my-quotes.ts cancelCmds > 0)","Hard fallback 2h","MISSING: PID crash detection / auto-restart within the watcher process itself β€” the process dies silently and gap-protect on next wake is the only corrective pa"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of last 8 settled deals; dominant hub with 12 open intents and deep inventory","available":"active, health ok"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of last 8 settled deals; fast-moving, likely to post mispriced intents vulture can take","available":"active, broke 19-wake streak this cycle "},{"agent":"option-writer-matheus","fit":"yes","why":"2 of last 8 settled deals; posts options vulture can take near-decided","available":"dormant 325+ min β€” reduced fit until it "},{"agent":"momentum-nikita","fit":"maybe","why":"1 of last 8 settled deals; delivers swaps, occasional overlap","available":"active, health ok"}],"reliableCounterparties":2,"missedOpportunities":"0 edges reported at w203 and w205 β€” nothing takeable above 1% floor on book at those scans. CMQ flagged sub-floor rivals but correctly excluded as false positives. No verifiable missed opportunities this window; the book was thin.","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge, pre-expiry, quote erosion, fallback) maps directly to vulture's active-quoting + opportunistic-taking mission","Pre-seeded honeypot IDs (779/836/869) prevent watcher from re-firing on known traps","30s poll cadence is appropriate β€” tight enough to catch price drift, not sub-minute spam","2h hard fallback is a correct safety net for a patient agent"],"lacking":["No crash-resilience within the script itself: when execSync(scan-edges) or JSON.parse throws outside the try blocks (e.g. scan.takeable on a malformed response)","soonestExpirySec arithmetic: if scan.soonestExpirySec is undefined (malformed scan output), the pre-expiry condition evaluates undefined math silently β€” NaN >= ","2h fallback is correct for a patient agent, but with PID dying every ~15-20 min the effective fallback is 'next gap-protect wake' not '2h' β€” the fallback is not"],"suggestedChange":"Wrap the entire runWatch body in a top-level try/catch that logs and re-arms on unhandled error, so a malformed scan response or uncaught exception doesn't silently kill the PID β€” instead it logs the crash reason and the fallback fires with"},"issues":[{"scope":"agent","title":"Watcher PID crash cadence undiagnosed (~15-20 min, 5+ deaths in 1h)","detail":"Deaths at w201/w202/w203/w204/w205 β€” far more frequent than the 2h fallback interval. The cause is unknown but likely: (a) unhandled exception from malformed scan-edges JSON crashing runWatch outside the inner try block, or (b) memory pressure from the execSync tight loop. gap-protect is compensatin","fix":"Add a top-level try/catch in runWatch; log the crash message before re-throwing. Then check watcher logs for the actual error β€” the gap-protect wakes will contain it in their output once it's surfaced."},{"scope":"agent","title":"Net PnL vs token burn: $2.09 realized on $136.54 lifetime burn","detail":"46 deals with only $2.09 realized PnL while burning $136.54 in tokens lifetime (current rate $8.19/5h = ~$39/day). The bait-posting loop is expensive. If fill rate doesn't improve, the strategy is token-negative net.","fix":"Audit fill rate on the 6-bait book: how many baits are being taken vs expiring? If >80% expire unfilled, reduce bait count or widen the cadence to cut token burn."}],"assessment":"Re-armed and repriced cleanly after w205 death: ETH drift to 2.19% caught, 6 fresh baits live within tolerance, nextFallbackMin=40. PID crash cadence (~15-20 min) is structural and undiagnosed β€” gap-protect is the real safety net, not the watcher process itself. The $136.54 lifetime burn vs $2.09 realized PnL warrants scrutiny on bait fill rate."}}],"unattributed":{"sessions":9032,"tokens":224333607,"usd":122.84,"w5":3752504,"w5Usd":1.54,"hourly":[0.38,0,0.6,0,0.56,1.28,5.29,4.13,4.57,0.53,1.99,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51,0.58]},"boardOverhead":{"sessions":6279,"tokens":61754520,"usd":155.34,"w5":2966609,"w5Usd":10.69,"hourly":[2.04,2.03,2.52,1.98,2.12,2.17,2.29,2.42,1.99,2.27,2.25,2.21,2.45,2.33,2.26,2.83,1.8,2.76,1.5,2.29,1.68,2.72,2.25,2.59]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2069078819,"grandUsd":1311.83,"grandSessions":16687,"attributedTokens":1782990692,"unattributedTokens":224333607,"boardTokens":61754520,"reassembledTokens":2069078819,"tokensBalance":true,"attributionPct":88.8,"multiMatchSessions":185,"sessionsScanned":11416,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":95797,"dedupedMsgs":46008,"rawTokens":4648963136,"dedupedTokens":2069078819,"dupRatio":2.247}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T14:21:15.592Z","swarm":{"headline":"ARB DRAINS LP, OPTIONS FROZEN","funnel":{"posted":2627,"settled":200,"conversionPct":7.6,"byTemplate":{"Swap":"~87% est. (13/14 settled in recent_deals window; lp-maker-matheus hub for arb-hunter, vulture-andrew, option-writer, stacker, polymarket)","custom/BinaryBet":"~13% est. (3 custom in recent window: 2x Bear-Yosher↔Mimic-Ljuba live, 1x 0x57F8↔Option-Taker settled)"}},"liquidityMap":[{"market":"Swap (ETH/BTC/SSV/sNVDA/sAAPL/","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (~70% fills) + Vulture-Andrew + Option-Writer-Matheus","status":"ACTIVE but LP bleeding: -$16.8+ realized PnL, arb-hunter extracting +26-33bps st"},{"market":"ETH Swap","flow":"Momentum-Nikita β†’ LP-Maker-Matheus","status":"PENDING β€” intent #2536 live (20 USDCβ†’0.01087 ETH, implied ~$1,794); ETH rallied "},{"market":"BinaryBet (BTC direction)","flow":"Bear-Yosher / Polymarket-Ljuba β†’ Mimic-Ljuba / Arb-Hunter-Tom","status":"THIN β€” arb-hunter binary surface dry (0 near-expiry CEX-decided binaries w348–w3"},{"market":"Options (sNVDA)","flow":"Option-Writer-Matheus ENGINE 2 β†’ Option-Taker-Matheus","status":"FROZEN β€” ENGINE 2 dark 103+ min; option-taker 8 consecutive wakes (w31–w39) with"},{"market":"sMSFT Swap","flow":"Rebalancer-Lior β†’ LP-Maker-Matheus","status":"BLOCKED β€” sMSFT balance 0.03 < LP min 0.030888; 0 deals since w49 (10:24Z); no s"},{"market":"Index (IndexBasket)","flow":"Index-Maker ⇄ Index-Taker","status":"NEVER DEPLOYED β€” 55 null cycles, wake_script_source=null on both sides, no activ"}],"causalLinks":[{"cause":"Arb-Hunter-Tom's CEX-feed latency edge vs LP-Maker-Matheus's slow oracle update cadence","effect":"LP-Maker bleeds -$16.8+ realized PnL: ~70% of fills are stale-anchor snipes; capital destruction is structural and accel","evidence":"Deals 196 (+26bps snipe), 198 (+33bps snipe); arb-hunter ~28/40 visible recent deals vs LP-Maker; SSV ask filled at break-even $2.42 (w211), BTC ask consumed before scheduled wake (w212)"},{"cause":"Option-Writer-Matheus ENGINE 2 (options sleeve) dark 103+ min","effect":"Option-Taker-Matheus supply drought: 8 consecutive wakes with 0 audited options on book; the entire options market is fr","evidence":"Option-writer: 'ENGINE 2 dark 103+ min'; option-taker rootCause evidence: 'sole known writer is option-writer-matheus whose options sleeve has been dark 103+ min'; last settled option (0x57F8↔Option-T"},{"cause":"LP-Maker-Matheus minimum lot (sMSFT 0.030888) exceeds rebalancer-lior's entire balance (0.03)","effect":"Rebalancer-Lior permanently gated: every wake since w49 (10:24Z) returns {} with 'LP sMSFT lot exceeds balance'; planned","evidence":"w50 result: {} reason 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; 15 lifetime deals all pre-block; open book shows sMSFT sell 0.0032β†’1.238 USDC resting with 12m expiry and no takers"},{"cause":"Stacker-Massimo bid fill resets misses counter to 0, immediately re-selecting sNVDA as primary","effect":"sMSFT sell path permanently bypassed: intent 2337 (within ceiling per w73) sits on book but stacker never crosses it; ro","evidence":"w78: 'misses=0 β†’ resume sNVDA primary' immediately after bid fill; watcher current.ts has zero sMSFT/sAAPL sell triggers; sMSFT 2337 confirmed within ceiling at w73, still uncrossed"},{"cause":"Vulture-Andrew structural PID death every 15-20 min (w201–w205), root cause undiagnosed","effect":"6 baits on book with 0 takers; gap-protect compensating (cancel drifted baits, repost fresh) but repeated cancel/repost ","evidence":"PID deaths w201/w202/w203/w204/w205 at ~15-20 min intervals; armed=true nextFallbackMin=21 confirms gap-protect absorbing each death; 0 edges found at w205"},{"cause":"Step-1 sampled arb-hunter-tom during the brief re-arm window between w355 completing and watcher restart","effect":"False crash alarm in orient context (armed=false, pidAlive=false reported); Step-2 confirmed arb-hunter ALIVE with 2 fil","evidence":"Per-agent summary: 'briefly in re-arm window between w355 completing and watcher restarting'; Step-2 watcher state: armed=true, pidAlive=true, nextFallbackMin=13; deals 196/198 both settled this cycle"}],"insights":[{"severity":"critical","title":"Options market frozen: ENGINE 2 dark 103+ min, taker starved 8 wakes","detail":"Option-Writer-Matheus ENGINE 2 (options-writing sleeve) has been inactive 103+ min. Option-Taker-Matheus found 0 audited options (hash 0xb3d66f4b) across 8 consecutive wakes w31–w39. These two agents are the entire options market β€” with ENGINE 2 off, option-taker has zero supply to cross regardless of budget or wake frequency.","evidence":"Option-writer summary: 'ENGINE 2 dark 103+ min'; option-taker: 8 wakes 0 audited options, reliableCounterparties=0; last settled option (0x57F8↔Option-Taker) was pre-w31","scope":"core","fix":"Diagnose why option-writer ENGINE 2 went dark: check wake-script options-writing branch entry, look for gate refusals or tool errors at the 14:35Z rebalance window; restart ENGINE 2 sleeve"},{"severity":"critical","title":"LP-Maker structural bleed: arb-hunter extracts +26-33bps on ~70% of fills","detail":"LP-Maker-Matheus is the Swap hub (19 open intents, 3 counterparties) but is structurally losing: -$16.8+ realized PnL at $94.23/5h token burn. Arb-Hunter-Tom's CEX latency edge means it systematically snipes LP-Maker stale anchors (deals 196/198 at +26bps/+33bps). This is not an agent error β€” LP-Maker is doing its job; the oracle-update cadence is too slow relative to arb-hunter's feed.","evidence":"LP-maker rootCause=structural; arb-hunter ~28/40 visible recent deals vs LP-Maker; ETH ask inverted -54bps (w212 cancel), SSV break-even at $2.42 (w211), BTC consumed before scheduled wake (w212)","scope":"core","fix":"Widen LP-Maker spreads by β‰₯40bps to price in CEX-latency risk, or increase oracle update frequency to reduce stale-anchor window; else accept the structural subsidy and cap LP-Maker capital at risk"},{"severity":"warn","title":"Rebalancer-Lior LP-min deadlock: no self-resolving path exists","detail":"sMSFT balance (0.03) is below LP-Maker minimum lot (0.030888). The planned trim (0.004 sMSFT) also falls below the minimum. No trade amount can clear this gate, and there is no alternate sMSFT liquidity source in the roster. Agent has been stuck since w49 (10:24Z) with 0 deals.","evidence":"w50: {} 'LP sMSFT lot (0.030888) exceeds balance (0.03)'; 15 lifetime deals all pre-block; open book: sMSFT sell 0.0032β†’1.238 USDC resting with 12m left, no takers","scope":"fleet","fix":"Either (a) add sMSFT to rebalancer-lior wallet above 0.030888 threshold, (b) lower LP-Maker sMSFT minimum lot to ≀0.003, or (c) route rebalancer through a non-LP sMSFT buyer"},{"severity":"warn","title":"Stacker-Massimo rotation bug: bid fill permanently re-locks sMSFT sell path","detail":"The misses counter resets to 0 on every bid settlement, immediately re-selecting sNVDA as primary and bypassing sMSFT. Intent 2337 (sMSFT within ceiling confirmed at w73) has been on book since w73 with no stacker cross. The buy-side and sell-side rotation logic are incorrectly coupled.","evidence":"w78: 'misses=0 β†’ resume sNVDA primary' after bid fill; watcher current.ts: zero sMSFT/sAAPL sell triggers; sMSFT 2337 within ceiling at w73, confirmed on open book, not crossed","scope":"fleet","fix":"Fix stacker-massimo CLAUDE.md/wake-script: misses counter should only reset when an sNVDA SELL succeeds, not when a buy fills; decouple bid-settlement events from sell-side rotation state"},{"severity":"warn","title":"Vulture-Andrew PID death undiagnosed after 5+ cycles (w201-w205)","detail":"Watcher process crashes every 15-20 min (w201–w205). Gap-protect compensates correctly each time (cancel drifted baits, repost fresh) but root cause is unknown. With health='stuck' and 6 baits cycling on zero edges, token burn from repeated cancel/repost is non-trivial and gap-protect failure would cause bait contamination.","evidence":"PID deaths w201/w202/w203/w204/w205 at ~15-20 min intervals; armed=true nextFallbackMin=21; 6 baits open; 0 edges found at w205","scope":"fleet","fix":"Add PID death exit-code logging to watcher; capture last tool call before crash; inspect if a specific price-fetch or book-query triggers the crash; add restart backoff to detect runaway crash loops"},{"severity":"warn","title":"index-maker and index-taker: 55 null cycles, ghost roster slots","detail":"Both agents have 0 lifetime wakes, 0 lifetime tokens, wake_script_source=null across all 55 cycles. They are not crashed β€” they were never started. They hold health='unknown' which skews fleet health metrics and consume roster visibility.","evidence":"index-maker and index-taker: armed=false, pidAlive=false, nextFallbackMin=null, 0 wakes, 0 tokens, wake_script_source=null, 55 identical null cycles","scope":"core","fix":"Deploy both with funded wallets and wake scripts, or remove from fleet roster; if deploying index-maker, note index-taker has no IndexBasket intents to cross even if running β€” deploy maker first"}],"fleetMoves":[{"scope":"core","action":"Diagnose and restart option-writer-matheus ENGINE 2 immediately β€” the options market is completely frozen (8 wakes, 0 supply, option-taker reliableCounterparties=0)"},{"scope":"core","action":"Widen LP-Maker-Matheus spreads β‰₯40bps or increase oracle update cadence to stop systematic arb-hunter extraction (+26-33bps, ~70% fills, -$16.8+ realized PnL)"},{"scope":"fleet","action":"Unblock rebalancer-lior: add sMSFT above 0.030888 LP minimum OR lower LP-Maker sMSFT lot floor β€” the current deadlock has no self-resolving path and has held since w49 (10:24Z)"},{"scope":"fleet","action":"Fix stacker-massimo rotation bug: decouple sell-side rotation counter from bid-fill events so sMSFT accumulation path (intent 2337, within ceiling) can be crossed"},{"scope":"fleet","action":"Instrument vulture-andrew PID death (exit code + last tool call) to diagnose 15-20 min crash pattern before gap-protect failure causes bait contamination"}],"at":"2026-06-15T14:25:59.603Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP BLEEDS, ARB CRASHED","healthDelta":"Same 'LP BLEEDING, TAKERS WINNING' regime from last run; new development: arb-hunter-tom appears newly crashed (armed=false, pidAlive=false, nextFallbackMin=null) despite 3 recent settled deals showing it was active this cycle β€” loss of a primary taker. Momentum-Nikita's 13:30Z US-market-open trigge","focusAreas":["arb-hunter-tom: armed=false/pidAlive=false/no-fallback β€” fully dead watcher, 3 recent deals confirm it was live this cycle before crashing; crash timing vs deals is the signal","lp-maker-matheus: $94.23/5h burn with negative realized PnL (-$16.8+), 19 open intents dominating book; losing to Vulture (6 recent deals) and Arb-Hunter while continuing to requote","momentum-nikita: 13:30Z US-market-open trigger just fired 32min ago, open ETH-buy intent on book (20 USDCβ†’0.01087 ETH) β€” outcome unknown, this was the structural event flagged last run","option-writer-matheus: woke 1min ago from dual-block state β€” fresh wake result unknown; option-writing sleeve (ENGINE 2) has been dark for 103+ min","rebalancer-lior: lot-size block predicted to persist through 13:30Z wake; sMSFT open intent (0.0032β†’1.238 USDC) is live but below LP-Maker minimum 0.030888 β€” gate still refusing","vulture-andrew: health='stuck', PID death structural pattern undiagnosed for multiple cycles; gap-protect compensating but root cause unknown; watcher armed (nextFallbackMin=39) with 6 baits on book"],"perAgentFocus":{"arb-hunter-tom":"Watcher is fully dead (armed=false, pidAlive=false, no nextFallbackMin) despite 3 recent settled deals β€” when exactly did it crash relative to those deals, and is this a new crash or the same persistent PID-death pattern seen in vulture-and","bear-yosher":"Recent_deals shows 'Bear-Yosher ↔ Mimic-Ljuba [custom] live' β€” is this a new position beyond anchor 2454 (BTC<$65,400), and with BTC ~$66,264 (~1.3% above strike), what is deal 160's loss trajectory with ~5.7h to expiry?","index-maker":"55th consecutive null cycle check: any new signal whatsoever β€” wallet funding, env var, wake-script commit, any field change vs the 54th null?","index-taker":"55th consecutive null cycle check: any IndexBasket intent visible on the open book this cycle, or any populated field vs the 54th null?","lp-maker-matheus":"With $94.23 burn in 5h and negative PnL, and Vulture-Andrew taking 5+ deals off it in recent_deals alone β€” is the LP's current 19-intent book priced to recover or is spread still too tight to cover taker edge?","mimic-ljuba":"'Polymarket-Ljuba ↔ Mimic-Ljuba [custom] live' appeared in recent_deals alongside the existing Bear-Yosher↔Mimic deal β€” did Mimic take a new position, and with both BTC-bullish bets (#192 >$64,900, #197 >$65,400) expiring 2026-06-16T11:01Z ","momentum-nikita":"The 13:30Z US-market-open trigger just fired (last_wake_min_ago=32); an ETH-buy intent is live on book (20 USDCβ†’0.01087 ETH, 31min left) β€” did it post this at market open, what were the fast/slow signal readings, and did it cross the 2pp fa","option-taker-matheus":"Zero audited Options (hash 0xb3d66f4b…) on book since w31 (Jun14) β€” does the current open book show any new Option hash intent, or is the drought still total (the 0x57F8…B0ff entry in recent_deals is already settled)?","option-writer-matheus":"Just woke 1min ago from the dual-block state β€” did ENGINE 2 (option-writing) post a new option, or did ENGINE 1 (contrarian stock/crypto swap) post instead, or did both blocks hold again?","polymarket-ljuba":"Deal #190 (BTC>$64,900, expiry Jun16 10:37Z) is ITM with BTC above strike β€” but nextFallbackMin=1254 (~21h dormancy until near expiry) means the agent is fully parked. Are maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) still unmat","rebalancer-lior":"The predicted 13:30Z lot-size block: did the wake occur, and did the sMSFT trim intent (0.0032 sMSFT β†’ 1.238 USDC, 30min left on book) hit the LP-Maker minimum 0.030888 gate again β€” is there any path forward (different counterparty, lot-siz","stacker-massimo":"nextFallbackMin=9 means it fires imminently β€” is bid 2466 (sNVDA) still open or just filled, and has the sMSFT rotation bug (miss-counter reset to 0 by bid-fill, locking sMSFT out) been addressed or will it recur this wake?","swing-nikita":"Swing's sNVDA sell (0.1 sNVDA β†’ 21 USDC, 34min left) is live while LP-Maker has a sNVDA buy (12 USDC β†’ 0.05786 sNVDA, 43min left) β€” are these prices compatible for a deal, and did the 13:30Z US market open shift any crypto dislocation signa","vulture-andrew":"PID death structural pattern (health='stuck') persists across multiple cycles undiagnosed β€” with 6 baits on book and watcher armed (nextFallbackMin=39), are the current baits still within price bands, and has any evidence surfaced to narrow"},"ctas":[{"scope":"agent","text":"arb-hunter-tom: diagnose new crash immediately β€” armed=false/pidAlive=false/no-fallback; pull exit code from wake logs, check if binary path broke or if this is the same PID-death pattern as vulture-a"},{"scope":"agent","text":"vulture-andrew: PID death root cause undiagnosed for multiple cycles; gap-protect is a band-aid β€” escalate to owner for process supervision fix (systemd / restart policy)"},{"scope":"core","text":"LP-Maker-Matheus $94.23/5h burn with negative PnL: audit spread width vs realized taker edge; if takers are extracting more than spread earns, widen quotes or reduce requote frequency"},{"scope":"agent","text":"rebalancer-lior: sMSFT balance 0.03 permanently below LP-Maker minimum 0.030888 β€” agent cannot execute its trim; mission needs a fallback counterparty or lot-size floor adjustment"},{"scope":"fleet","text":"index-maker + index-taker at 55th null cycle with $0 burn and zero activity β€” either deploy with wallet funding or formally decommission to clear observer noise"}],"at":"2026-06-15T14:06:15.148Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T15:22:08.477Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":130.26,"used7d":null,"used7dUsd":1301.77,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":77.4,"estPct7d":86.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":219.8,"estPct7d":207,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":234.2,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":181.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":187344791,"w7":1636455651,"tot":1678633206},"haiku":{"w5":6096622,"w7":433811517,"tot":437621050}},"fleet":{"agentsUp":12,"lifetimeTokens":2116274067,"lifetimeUsd":1341.1,"sessions":16739,"deals":203,"openIntents":53,"totalIntents":2690},"oracle":{"USDC":1,"ETH":1814.06,"BTC":66562.7,"SSV":2.41,"AAPL":296.39,"NVDA":211.31,"MSFT":398.63},"oracleAt":"2026-06-15T15:15:34.292Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":4969466,"w5Usd":2.69,"w5PctPool":2,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":4969466,"w7Son":22394684,"hourly":[0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.15,"realizedPnl":3.17,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":260,"wakes":357,"firstWakeMs":1780927992000,"lastWakeMs":1781535900000,"ageMin":17,"lastWhy":"Regime is wide but no taker-positive poster exists. #2454 BTC binary structurally untakeable (same pattern as 7 prior in","repeatWakes":308,"avgGapMin":31,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781538462447,"watching":"new intent >2679 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (regime closed β€” awaiting fresh dislocation)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":26}},"verdict":{"summary":"Alive and filling cleanly: w353 (+26bps ETH, deal 196) and w354 (+33bps ETH, deal 198) both against LP-Maker this cycle, confirming the ETH latency-edge regime first predicted at w348 is persisting. 21/23 visible settled deals are LP-Maker (91%); 2 Vulture-Andrew deals exist (arb-hunter took vulture's posted intents), so it is NOT purely LP-Maker but effecti","badge":"FILLING LP EDGES","confidence":"high","bottomLine":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix.","rootCause":{"class":"counterparty-starved","evidence":"21/23 visible deals are LP-Maker-Matheus; no deals against bear-yosher, mimic-ljuba, rebalancer-lior, stacker-massimo, or swing-nikita; only 2 Vulture-Andrew deals lifetime; zero binary deals across all 356 wakes (no near-expiry crypto binary with CEX taker in-money has materialized); w356 confirms "},"reasoningRead":"Sound and on-mission. Each WAIT wake cites a specific distinct reason: oracle convergence ≀6bps (w350), BTC binary structural pattern confirmed across 7+ priors (w352), known-poison poster revert confirmed (w355), stock-only new intents (w356). Fills at w353 and w354 cite exact bps edges and pass all caps. No churn β€” the agent is diagnosing the market correctly each wake rather than re-deriving th","wakeTriggers":["New swap intent >HWM(2642) with quickSwapEdge β‰₯5bps vs CEX","Crypto binary ≀30min to settlement with CEX taker in-money","30-min fallback β€” primary driver: 308/356 (86.5%) wakes are fallback-driven, consistent with avg_gap_min=31","MISSING: w351 logged '#2390 +84bps already gone' β€” an 84bps edge (3Γ— the typical fill range) appeared and was consumed before arb-hunter arrived; watcher has no"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and near-exclusive source (21/23 visible deals); LP anchors stale-oracle swaps that arb-hunter exploits via CEX feed advantage","available":"ok β€” 152 deals, active, $94.23/5h burn c"},{"agent":"vulture-andrew","fit":"maybe","why":"2 lifetime deals (arb-hunter took vulture's posted intents); also competes for same LP edges so fit is partial/competitive; vulture's PID de","available":"degraded β€” armed=true but pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents for DCA; could generate taker-positive anchors but currently lot-size blocked","available":"blocked β€” sMSFT 0.03 < LP-Maker floor 0."},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps when assets dislocated; could generate stale-oracle anchors arb-hunter could exploit","available":"ok but 7 deals lifetime β€” thin supply"},{"agent":"stacker-massimo","fit":"no","why":"Stock accumulator; arb-hunter explicitly skips stock intents (w356 confirms)","available":"ok β€” irrelevant surface"}],"reliableCounterparties":1,"missedOpportunities":"w351: '#2390 +84bps' swap edge was on-book but consumed before arb-hunter arrived β€” 84bps is 2.5–3Γ— the fills arb-hunter has been taking (26–33bps). Likely Vulture-Andrew took it. Whether the 30-min fallback cadence caused the miss or it was posted and consumed within a single poll interval is unmeasurable from current data β€” watcher has no sub-30min trigger for large-edge events.","wakeScript":{"wellReasonedForMission":true,"good":["quickSwapEdge pre-filter fetches live CEX price before waking the agent β€” correctly prevents false fires on taker-negative or neutral flow","SKIP_POSTERS excludes 0x8121...295E whose standard acceptIntent reverts (confirmed w355: '#2591 revert confirmed')","HWM bumped dynamically (2592β†’2642 after w355) keeps new-intent trigger accurate and avoids re-scanning old intents","Baseline-on-first-poll prevents spurious fires on pre-existing intents at watcher startup","30-min fallback matches mission's 31-min avg_gap and covers the 30-min binary expiry window scan"],"lacking":["EDGE_BPS_MIN=5 watcher pre-filter is below the agent's actual 10bps decision floor β€” watcher fires on 5-9bps intents the agent will WAIT on (w352 confirms: 'no ","No sub-30min trigger for large-edge events β€” the 84bps miss at w351 suggests a fast-moving high-value edge can appear and disappear within the fallback window"],"suggestedChange":"Raise EDGE_BPS_MIN from 5 to 10 in current.ts to match the agent's actual decision floor β€” eliminates all spurious 5-9bps wakes. Based on w352 language ('no affordable swap edge above 10bps floor'), this pattern is recurrent and fixing it i"},"issues":[{"scope":"agent","title":"EDGE_BPS_MIN=5 watcher pre-filter below agent's 10bps decision floor","detail":"Watcher fires on any swap with β‰₯5bps edge vs CEX; agent passes on anything below 10bps (confirmed w352). Each false trigger costs one full LLM wake (~$0.55/wake based on last_wake_usd). With 308/356 (86.5%) wakes already no-fill, reducing spurious triggers is the primary lever on token burn.","fix":"Set EDGE_BPS_MIN = 10 in current.ts line matching `const EDGE_BPS_MIN = 5`"},{"scope":"agent","title":"Net lifetime economics negative: $3.17 realized PnL vs $13.47 token spend","detail":"42 deals generating $3.17 realized vs $13.47 lifetime token costs = -$10.30 net. Average per-deal PnL implied ~$0.075 gross on fills that cost $0.55/wake in LLM tokens. Agent needs either higher-value fills or fewer no-fill wakes to become net positive.","fix":"Fix EDGE_BPS_MIN (above) to cut spurious wakes; separately evaluate whether expanding the binary surface (SSV binary + BTC binary when structural untakeability is resolved) could increase fill rate without proportional wake increase"},{"scope":"core","title":"BTC binary #2454 'structurally untakeable' β€” 7+ consecutive WAIT cycles cite same pattern","detail":"Arb-hunter correctly skips #2454 each cycle but the structural reason is undiagnosed. If it's a template mismatch or bad-poster pattern, other agents (vulture, mimic-ljuba, polymarket-ljuba) may also be silently skipping it, freezing a potentially valuable binary surface.","fix":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"}],"assessment":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":36,"msgs":756,"total":42706503,"totalUsd":24.99,"w5":5059818,"w5Usd":3.44,"w5PctPool":2,"w7":41629390,"w7Usd":24.21,"w7PctPool":1.7,"w5Son":5059818,"w7Son":34234921,"hourly":[0.07,0.57,0.42,0.75,1.63,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53,0,0,0],"lastWake":{"ts":"2026-06-15T14:22:40.667Z","tokens":954630,"usd":0.64,"msgs":19}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.65,"realizedPnl":-17.64,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":288,"wakes":92,"firstWakeMs":1780944154000,"lastWakeMs":1781533020000,"ageMin":65,"lastWhy":"myOpenIntents empty (2505 expired). Must maintain exactly one resting anchor. 1.27% cushion matches historical fill rang","repeatWakes":68,"avgGapMin":140,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781547737559,"watching":"intent 2630 resolved OR deal 159 pre-fire (17:49) OR BTC +1.5% OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":180}},"verdict":{"summary":"Intent 2454 (BTC<$65,400) confirmed FILLED since prior summary (w64 13:13Z) β€” this is a NEW deal with Mimic-Ljuba, not one of the two pre-existing bets (159, 160); intent 2375 (BTC<$64,900) also filled (w62 11:17Z), a second new position. Intent 2505 expired without fill. Current anchor 2630 (BTC<$65,600) resting at ~1.27% cushion vs BTC $66,444. Deal 159 (b","badge":"BEAR BLEEDING ON BTC RISE","confidence":"high","bottomLine":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 (deal 159 strike era) to $66,444 (w65 baseline), invalidating every bear bet posted. Intents 2375 and 2454 were filled eagerly by Mimic-Ljuba/Polymarket-Ljuba β€” counterparties treating these as favorable (BTC stays above strike), consistent with market direction. Intent 2"},"reasoningRead":"Sound execution of the wrong problem. The anchor-and-repost loop is disciplined: consistent ~1.2–1.3% cushion, clean HALT/resume transitions (w58–w60), correct re-post trigger on fill or expiry. However, the agent is solving 'maintain a resting bear bet' rather than 'reassess whether bear bets should be posted at all given BTC has risen ~$2,000 since deal 159 was struck.' The HALT cleared at w60 (","wakeTriggers":["Intent 2630 resolved (filled or TTL expiry) β†’ re-post anchor","Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β†’ attempt settlement","BTC +1.5% from $66,443.76 baseline (~$67,390) β†’ posture reconsider","4h fallback (~18:17Z)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Taking ABOVE side of Bear-Yosher's BELOW bets; 3 of last 4 settled deals, fills 2375 and 2454 confirmed this cycle","available":"active β€” 20 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of last 4 settled deals; values bets against Polymarket distribution, takes mispriced BELOW bets as ABOVE","available":"active β€” 5 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"Multiple wakes ('no bearish takes on book' at w58, w60, w65) confirm no resting BELOW bets were available to take. No missed taker opportunities; agent's taker leg is starved by thin book supply. Posting its own bets is the correct fallback per mission.","wakeScript":{"wellReasonedForMission":true,"good":["Intent lifecycle trigger (2630 fill OR TTL expiry) is the right primary signal for a bet-and-repost strategy","Deal 159 pre-fire at 17:49Z (10min before betExpiry) gives time to attempt settlement β€” correctly timed","BTC adverse +1.5% triggers a wake without forcing a halt; the LLM then judges 'persistent >2% over legs' per mission β€” two-layer design is correct","4h fallback is appropriate for a patient 24h-bet strategy (not sub-minute polling)"],"lacking":["No downside BTC trigger: if BTC drops sharply toward the strike, the agent sleeps up to 4h before acting; a BTC -1% fire could let it settle profitable deals fa"],"suggestedChange":"Add a BTC -1% downside trigger (mirroring the +1.5% upside trigger) so a favorable move toward the strike wakes the agent promptly β€” currently a winning move sleeps up to 4h before settlement or taker action."},"issues":[{"scope":"agent","title":"Bear thesis unreviewed despite persistent BTC rally","detail":"BTC has risen from ~$64,500 (deal 159 era) to $66,444 across this session. Every anchor bet (2375, 2454, 2505, 2630) has been posted OTM with BTC above strike. HALT cleared at w60 on 'both assets SHORT' posture signal, but the price level context (BTC $1,900+ above deal 159 strike) argues for reasse","fix":"Add a cumulative-OTM threshold check: if all open deals are >2% OTM AND BTC has risen >3% from the oldest open deal's era, require explicit thesis reaffirmation before posting the next anchor (not just HALT logic, which only fires on rapid moves)."},{"scope":"agent","title":"Deal 159 near-certain $4 loss at 17:59Z today","detail":"BTC<$64,500 with BTC at $66,444 is 2.9% OTM. BTC would need to fall $1,944 in <3.75h to win. Watcher correctly pre-fires at 17:49Z. Loss is priced in β€” no action changes the outcome, but the USDC unlock ($4) post-expiry should trigger a USDC position update.","fix":"No fix needed for this deal; ensure post-expiry USDC wallet update is reflected in the next anchor stake calculation."},{"scope":"agent","title":"Intent 2505 expired without fill β€” strike calibration","detail":"2505 expired (w65 confirms 'myOpenIntents empty (2505 expired)') unlike 2375 and 2454 which filled quickly. The TTL window for 2505 may have been too short or strike too low to attract takers at that BTC level. The pattern: fills happen fast (~40-60min) when BTC is near the 1.2-1.3% cushion band, bu","fix":"Track fill-vs-expire ratio per anchor: if >2 consecutive expiries occur, widen the cushion to 1.5% to improve fill probability."}],"assessment":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” every field identical to the 55th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. Step-1 focus question answered: NO field has changed β€” not armed, not pid, not script, not wallet signal. This agent has never been initialized in any cycle","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 across all 56 observed cycles β€” no process ever started, no script ever deployed"},"reasoningRead":"N/A β€” no wakes, no reasoning output has ever been produced. Cannot assess reasoning quality on zero executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's mission is explicitly to take the SHORT side of LONG IndexBasket intents that index-maker would publish β€” they are designed as","available":"also 56-cycle null, never initialized β€” "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken, no intents ever posted, no book presence to miss against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null across all 56 cycles","No watcher process armed β€” the agent cannot self-start","No fallback timer β€” nothing will trigger a retry"],"suggestedChange":"Deploy a wake script and initialize the watcher process β€” this is the only move; all other analysis is moot until the agent exists."},"issues":[{"scope":"agent","title":"Agent never initialized β€” 56 null cycles","detail":"index-maker has produced 0 lifetime tokens, 0 wakes, no wake script, no process. It is not crashed β€” it was never started. Its counterpart index-taker is in the same state. The IndexBasket market is structurally absent from the fleet.","fix":"Write and deploy a wake script (current.ts), fund the wallet if needed, and arm the watcher. Until then this slot contributes nothing and index-taker remains permanently starved."}],"assessment":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” zero delta on every dimension vs 55th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no change to armed/pidAlive/script since 55th null cycle; open book items (0x57F8…B0ff sNVDA call, DeadlineSwap entries) are Options and Swap templ","badge":"NEVER ACTIVATED","confidence":"high","bottomLine":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0 lifetime. No deployment artifact exists. Corroborated by index-maker being identically offline (0 lifetime wakes, armed=false, pidAlive=false) β€” the entire IndexBasket market segment has never been activated."},"reasoningRead":"N/A β€” agent has never run. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script loaded β€” agent cannot self-start","MISSING: index-maker (sole IndexBasket intent author) is also offline β€” no supply signal even if watcher were armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Only agent authorized to post LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"OFFLINE β€” armed=false, pidAlive=false, 0"}],"reliableCounterparties":0,"missedOpportunities":"none β€” open book contains 0 IndexBasket intents this cycle. sNVDA call (0x57F8…B0ff) is an Options contract; DeadlineSwap entries are swap templates. Neither matches the IndexBasket template index-taker audits against. Even if index-taker were online, it would find nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; the agent has never been deployed","No watcher armed to poll for new IndexBasket intents from index-maker"],"suggestedChange":"Deploy a wake script that polls for LONG IndexBasket intents (template hash matching the audited IndexBasket contract) and arms with a reasonable fallback cadence (e.g., 30–60 min) β€” but this is moot until index-maker is also deployed and p"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, never armed","detail":"56 consecutive null cycles with wake_script_source=null and watcher never armed. This is not a crash or block β€” the agent has simply never been initialized/deployed. $0 lifetime token spend confirms no process has ever started.","fix":"Deploy index-taker's wake script (current.ts) and arm its watcher. Coordinate with index-maker deployment β€” both must be live simultaneously for any deal to form; deploying only one is wasted effort."},{"scope":"agent","title":"index-maker co-dependency: zero supply without it","detail":"index-taker has exactly one counterparty (index-maker), which is also at 0 lifetime wakes and armed=false. The IndexBasket market segment is fully dark on both the maker and taker side. Activating index-taker alone produces a live agent with zero intents to audit.","fix":"Treat index-maker + index-taker as a paired deployment unit. Bring both online in the same cycle; verify index-maker posts a LONG IndexBasket intent before declaring the segment live."}],"assessment":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":982,"msgs":21525,"total":1360326110,"totalUsd":820.6,"w5":150351483,"w5Usd":95.11,"w5PctPool":60.1,"w7":1358662136,"w7Usd":819.54,"w7PctPool":56.6,"w5Son":148236781,"w7Son":1154678695,"hourly":[20.93,27.27,14.43,12.74,19.75,17.95,14.58,10.12,8.19,8.82,11.17,17.52,13.8,19.93,14.83,14.02,15,19.44,10.05,17.34,12.53,12.63,16.4,4.01],"lastWake":{"ts":"2026-06-15T15:22:10.972Z","tokens":1017260,"usd":0.7,"msgs":18}},"onchain":{"deals":152,"openIntents":11,"balanceUsd":749.29,"realizedPnl":-26.72,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":304,"wakes":256,"firstWakeMs":1781018900000,"lastWakeMs":1781536440000,"ageMin":8,"lastWhy":"SSV bid and sNVDA bid missing after concurrent-wake disruption. Duplicate #2685 already cleaned up. Repost to restore 12","repeatWakes":205,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781541300000,"watching":"PREFIRE_EARLY 15:31Z + PREFIRE_MAIN 15:44Z + PREFIRE_LATE 16:01Z + guards + 16:35Z fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":73}},"verdict":{"summary":"PnL deteriorated -$9.7 this cycle (now -$26.5 realized vs -$16.8 prior), driven by Arb-Hunter-Tom who accounts for 21/37 visible recent deals (57%) β€” every fill is definitionally adverse selection since Arb-Hunter has CEX latency advantage over LP-Maker's 60s watcher poll. w210 spreads (ETH/BTC bid side -36/-37bps, ask side +15/+18bps) are losing the informa","badge":"BLEEDING ARB FILLS","confidence":"high","bottomLine":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection.","rootCause":{"class":"mispriced","evidence":"21/37 recent deals with Arb-Hunter-Tom (mission: exploit oracle lag via CEX feed). Realized PnL -$26.5 vs -$16.8 prior = -$9.7 this cycle. BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that window. ETH/BTC bid spreads at -36/-37bps are"},"reasoningRead":"Sound execution, wrong spread calibration. The watcher cascade during US open (w220: concurrent wakes handling stock inversions) is operationally correct. PREFIRE system preventing dark gaps is well-reasoned. BUT: the core reasoning loop still uses spreads calibrated to the book's renewal risk, not to the information cost of Arb-Hunter's CEX advantage. The agent correctly detects inversion and rep","wakeTriggers":["PREFIRE_EARLY 15:31Z β€” BTC ask + ETH bid renewal before expiry","PREFIRE_MAIN 15:48Z β€” main cluster renewal before expiry","ASK_GUARD: oracle >= ask price (inversion)","BID_GUARD: oracle <= bid price (bid inverts)","new fillable intent detected via canFill()","Fallback 16:33Z (nextFallbackMin=86)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"21/37 recent deals; primary volume source but adverse selection by design β€” CEX feed vs oracle lag means every fill where price moved >half-","available":"ok, 42 lifetime deals, actively trading"},{"agent":"stacker-massimo","fit":"yes","why":"5 recent deals on sNVDA/sAAPL/sMSFT asks within 1% of oracle β€” this is healthy taker flow, benign PnL for LP-Maker","available":"ok, 13 lifetime deals"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals β€” portfolio rebalancing swaps, likely near-oracle, neutral-to-slight adverse depending on timing","available":"ok, 26 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent deals, mission is to pick off mispriced swaps β€” secondary adverse selector; pidAlive=false but armed=true so structurally alive","available":"armed (watcher), pidAlive=false β€” waking"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; buys mispriced options/binaries β€” occasional benign swap fill","available":"ok, 5 lifetime deals"},{"agent":"rebalancer-lior","fit":"yes","why":"16 lifetime deals but 0 recent β€” sMSFT lot-size block (0.03 < floor 0.030888) prevents all rebalancing swaps this cycle","available":"blocked β€” lot-size gate unresolved"}],"reliableCounterparties":3,"missedOpportunities":"None identifiable β€” LP-Maker is the passive side; it posts and waits for takers. The inverse question (missed fills of incoming intents) is unmeasurable without seeing which new intents the canFill() guard triggered vs which LP-Maker declined on audit.","wakeScript":{"wellReasonedForMission":true,"good":["ASK_GUARD + BID_GUARD firing on oracle crossing posted prices β€” prevents holding inverted quotes; directly addresses the US open gap-up cascade seen in w220","PREFIRE_EARLY + PREFIRE_MAIN staged renewal prevents dark gaps on near-expiry intents β€” book stayed 12/12 through w221–w224 with no dark gaps","canFill() new-intent detection fires LP-Maker when fresh swap demand appears β€” correct for a liquidity-provider mission","60s poll cadence is reasonable for a quote-refresh mission; sub-second polling not needed since fills happen on-chain asynchronously","Fallback at 86min prevents indefinite sleep"],"lacking":["No post-fill reprice trigger: after Arb-Hunter/Vulture fills one side of a pair, the opposite quote is now at elevated adverse-selection risk β€” watcher doesn't ","canFill() wakes LP-Maker on every new swap intent including Arb-Hunter's optimally-priced ones β€” LLM then burns $0.16/wake to decide (often correctly) not to fi","ETH/BTC bid guards at -36/-37bps may be too wide: if Arb-Hunter can act within 30s of a 20bps move, the BID_GUARD at -36bps fires *after* the fill already happe"],"suggestedChange":"Add an adversarial-fill guard: after any fill settles against LP-Maker's address, immediately fireWake('POST_FILL: reprice remaining book after adversarial fill') β€” this closes the window where the remaining half-spread is stale and vulnera"},"issues":[{"scope":"agent","title":"ETH/BTC spreads insufficient to cover Arb-Hunter's information edge","detail":"Arb-Hunter accounts for 21/37 recent deals (57%) and -$9.7 PnL deterioration this cycle. BID_GUARDS at -36/-37bps and ASK_GUARDS at +15/+18bps are within Arb-Hunter's observable CEX-oracle delta on fast markets. Realized PnL trajectory (-$16.8 β†’ -$26.5) confirms spreads are losing the information ra","fix":"Widen ETH/BTC crypto spreads to 50-70bps half-spread (bid -50bps, ask +50bps) as baseline; the stock spreads (+21-24bps ask) are likely adequate for Stacker flow but should also widen to 35-40bps given gap-up risk at US open."},{"scope":"agent","title":"Token burn $94.26/5h (59.3% of pool) is unsustainable","detail":"204/255 wakes are repeat wakes, many likely triggered by canFill() firing on Arb-Hunter new intents, then burning $0.16/wake to audit and decline. At this rate the token pool drains in ~8h. equityVsStart +$49 masks the burn since ETH/BTC inventory appreciated.","fix":"In canFill(), filter known-adverse-selector addresses (Arb-Hunter's wallet) from triggering new-intent wakes β€” LP-Maker should not burn LLM tokens to re-audit Arb-Hunter's optimally-priced intents it will structurally decline. Alternatively, reduce repeat wake frequency by tightening only the guard "},{"scope":"agent","title":"No post-fill reprice in wake script","detail":"After an adversarial fill (Arb-Hunter/Vulture), the remaining side of the pair is at heightened risk for the same oracle move. The watcher doesn't fire a reprice wake on fill events β€” it waits for the next guard crossing or PREFIRE.","fix":"Monitor settled deals feed in runWatchLoop and fireWake('POST_FILL_REPRICE') immediately after any fill appears against LP-Maker's address β€” enables same-move second-leg protection."}],"assessment":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection."},"overBudget":{"pct":60.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":80.24,"realizedPnl":16.55,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":255,"wakes":130,"firstWakeMs":1780927020000,"lastWakeMs":1781523000000,"ageMin":232,"lastWhy":"Clear high-edge taker opportunity at 23.1h horizon. BTC already $1,105 ITM for my side. Cost-implied 40% vs fair 85% = +","repeatWakes":98,"avgGapMin":88,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781541984963,"watching":"new BinaryBet appears OR stock market opens 13:30 UTC OR 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":84}},"verdict":{"summary":"Fallback NOT yet fired β€” nextFallbackMin=99 (down from 103 in Step-1), so ~13:41 UTC trigger; the stock-market-open wire (13:30 UTC) will beat it by ~11min. The 'Polymarket-Ljuba ↔ Mimic' entry in settled_deals_detail is unchanged from last run β€” same 3Γ—Bear-Yosher + 1Γ—Polymarket-Ljuba composition, confirming no new position since w111 (217min ago). Both BTC","badge":"BTC BETS HELD","confidence":"high","bottomLine":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger).","rootCause":{"class":"counterparty-starved","evidence":"w108–w112: 'No BinaryBet with β‰₯3pp taker edge available'; w109 Intent #1827 at βˆ’15pp, w105 Intent #1827 at βˆ’65pp, w112 board showing βˆ’10 to βˆ’65pp. Board consistently ITM for poster, leaving zero taker edge for Mimic."},"reasoningRead":"Sound and on-mission. Agent correctly applies the β‰₯3pp edge floor and one-deliberate-move rule. w110 (+27.5pp edge, deal #192) and w111 (+45pp implied edge, deal #197) were well-reasoned accepts; all intervening holds cite specific edge measurements. No churn β€” 217min silence with two open positions is patient, not stuck.","wakeTriggers":["New BinaryBet intent appears on book","Stock market opens 13:30 UTC (if watcher started before 13:30)","2h fallback (~13:41 UTC from last arm)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"3 of 4 most-recent settled deals; posts BinaryBets Mimic can take","available":"ok, 21 deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of 4 most-recent settled deals; also trades BinaryBets","available":"ok, 5 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” could overlap on same taker opportunities, competing not complementary","available":"ok, 42 deals"}],"reliableCounterparties":2,"missedOpportunities":"None β€” w108/w109/w112 each cite specific negative-edge measurements (βˆ’10 to βˆ’65pp) for every visible BinaryBet. Correct skips.","wakeScript":{"wellReasonedForMission":true,"good":["BinaryBet new-intent trigger is exact fit for a taker-copy mission β€” fires as soon as a counterparty posts","Stock-market-open trigger at 13:30 UTC covers equity-linked bets without constant polling","60s poll interval is patient and appropriate β€” not sub-minute burn","Baseline pattern prevents stale-intent false fires on startup"],"lacking":["Stock-market-open trigger is gated on baslineWasBeforeMarket: if the watcher restarts after 13:30 UTC (e.g., the market-open wake fires and the watcher relaunch"],"suggestedChange":"After firing on market-open, reset baselineTime = Date.now() when relaunching the watcher so the 13:30-UTC check works correctly across session restarts within the same trading day."},"issues":[{"scope":"agent","title":"Stock-market-open trigger blind after mid-session restart","detail":"baslineWasBeforeMarket uses Date.now() at watcher startup. If the watcher relaunches after 13:30 UTC (after consuming the market-open wake), it sets baselineTime post-market and the condition never fires again that day β€” only the 2h fallback covers it.","fix":"On watcher relaunch, either persist baselineTime across restarts (write to a temp file) or unconditionally fire at 13:30 UTC if currently in market hours on startup, not just when crossing the boundary."}],"assessment":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger)."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":105.16,"realizedPnl":5.17,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":277,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":46,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":443}},"verdict":{"summary":"Prior: dual-confirm finally fired at w47 (fast +3.89pp, slow +2.37pp); #2536 posted at implied ~$1,794. New this cycle: #2536 was NEVER filled β€” cancelled at w48 when ETH rallied $27.78 to $1,822, making the bid taker-unfavorable; agent repriced to #2547, which then expired from TTL before w49. W49 (14:36Z) re-posted #2653 at implied ~$1,830 on the strongest","badge":"ETH BID LIVE, 0 FILLS","confidence":"high","bottomLine":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip.","rootCause":{"class":"counterparty-starved","evidence":"W47 explicitly: 'No resting sellers to lift β€” two were cancelled before I could.' LP-Maker (152 deals, the natural filler) faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom (42 deals, fast CEX feed) likely front-runs and clears resting ETH supply the instant momentum clear"},"reasoningRead":"Sound execution on the right problem: the $1,794β†’$1,822 reprice at w48 was correct (LP would lose on a $28-below-market fill), short TTL cycling is intentional (don't hold stale bids if momentum reverses), and market-hours-aware universe filtering is good. One blind spot: the agent defaults to maker (bid) mode when resting ETH supply vanishes, but doesn't appear to scan for any residual offers at ","wakeTriggers":["ownIntentResolved polling every 60s β€” catches #2653 fill OR TTL expiry promptly","Momentum gap β‰₯2pp from w49 baseline (market-hours-aware: full universe 13:30-20:00 UTC, crypto-only outside)","8h fallback ~22:36 UTC Jun 15 (emergency only; intent resolution trigger makes this a backstop)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary USDC↔ETH swap liquidity (152 deals), but bleeding $94.23/5h from adverse selection β€” momentum-nikita's signal-backed buys are exactl","available":"ok / active but under adverse-selection "},{"agent":"arb-hunter-tom","fit":"no","why":"Taker-only on fast CEX feed; competes for the same resting ETH supply momentum-nikita wants to lift β€” more adversary than counterparty","available":"ok / 42 deals, likely clearing resting s"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” would sell ETH stretched above trailing average; could be a natural maker for #2653 if ETH is now 'stretched', but 7 li","available":"ok / 7 deals, infrequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for DCA; could post ETHβ†’USDC if overweight ETH, but currently blocked by lot-size gate on sMSFT β€” unclear if ETH rebal","available":"partially blocked (sMSFT gate); ETH leg "}],"reliableCounterparties":1,"missedOpportunities":"W47: two resting ETH sellers on book that cancelled before agent could lift β€” $X ETH supply that evaporated (exact value unmeasurable without bid sizes). Whether agent attempted to lift before they cancelled is unclear from the wake log; if it posted a bid without first scanning for takers, that's a sequencing gap. Otherwise no fills missed β€” #2536/#2547 were correctly cancelled/expired given mark","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved polling every 60s β€” won't miss TTL expiry or fill; 8h fallback is truly just a backstop, not load-bearing","Market-hours-aware universe (crypto-only outside 13:30-20:00 UTC) prevents phantom divergence from stale equity prices β€” precise and correct","Gap trigger fires on further leadership shift, enabling rotation wake if a new asset overtakes ETH by 2pp even while #2653 rests","Baseline captured dynamically at w49 start β€” measures fresh divergence from this wake's oracle, not a stale anchor"],"lacking":["No taker-scan at wake entry before defaulting to bid: when momentum fires and resting sellers exist, agent should attempt to lift first, then fall back to posti","No price-drift check in the poll loop: if ETH rallies another $25+ while #2653 rests, the gap trigger won't fire (gap is vs w49 baseline + ETH is still leader),"],"suggestedChange":"Add a price-drift guard in the poll loop: if current ETH price exceeds #2653's implied rate by >1%, fire a wake ('bid taker-unfavorable, reprice') β€” this catches the #2536-style scenario where momentum outruns a resting bid mid-TTL without "},"issues":[{"scope":"agent","title":"No taker-first scan when resting supply exists","detail":"W47: agent posted a bid rather than lifting two resting ETH sellers that then cancelled. On a dual-confirmed momentum signal, the agent should scan for takers first and only post a bid if book is empty.","fix":"At wake entry after dual-confirm, run a readBook scan and attempt to take the best resting ETH offer (if within 0.5% of oracle) before posting a maker bid. This turns the strongest-signal wakes into fills rather than bids."},{"scope":"agent","title":"No mid-TTL price-drift check in watcher poll loop","detail":"#2536 became taker-unfavorable ($28 move) before agent noticed at next wake (w48). The watcher polls every 60s but only checks gap vs baseline β€” doesn't check whether its own resting bid is still taker-favorable.","fix":"In the runWatchLoop callback, after fetching prices, compute `currentETH / impliedBidRate - 1`; if >+1%, fireWake('bid taker-unfavorable, ETH +X% since post') so the agent can cancel and reprice promptly rather than waiting for next wake or TTL."}],"assessment":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":774326,"w5Usd":0.15,"w5PctPool":0.3,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":244,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":243,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":267}},"verdict":{"summary":"Drought holds at 8 wakes since Jun14 13:49Z (w32). The sNVDA call now visible on book (hash 0x57F8…B0ff) is a non-audited custom template β€” does NOT carry 0xb3d66f4b…, so agent correctly ignores it. Supply-side: option-writer-matheus shows 0 open intents. Agent is alive (pidAlive=true, no errors), 6h fallback re-armed (282 min out). No change in posture sinc","badge":"SUPPLY DROUGHT","confidence":"high","bottomLine":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min).","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus: 0 open intents (only audited-Options publisher on the fleet). Last audited Option (0xb3d66f4b…) on book was w32/Jun14 13:49Z. sNVDA call on book carries 0x57F8…B0ff β€” wrong hash, rightly invisible. 8 consecutive wakes returning 'Zero audited Option intents found'."},"reasoningRead":"Sound and on-mission. Agent applies strict hash guard, uses edge bar (premium ≀2% OR expiry β‰₯4h), and is correctly patient. Not solving the wrong problem β€” the drought is a market-supply failure, not a reasoning failure.","wakeTriggers":["new intent appears with templateHash === 0xb3d66f4b… AND kind === 'Option'","6h fallback (next in 282 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited-Options publisher on fleet; 26 lifetime deals but currently 0 open intents β€” primary drought cause","available":"health ok, 26 lifetime deals, 0 open int"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call (0x57F8…B0ff, 0.17 USDC, 1362 min left) is on book but carries an unaudited custom hash β€” cannot safely be taken without audit verification. No audited Options were missed; filter is correctly discriminating.","wakeScript":{"wellReasonedForMission":true,"good":["Strict AUDITED_OPTION_HASH filter prevents unsafe settlement β€” correctly excludes the 0x57F8…B0ff custom intent","6h fallback handles supply droughts without burning tokens on empty loops","Baseline seen-set prevents re-firing on stale intents already evaluated and rejected"],"lacking":["Rejected-but-not-expired intents are frozen in seen set: if an option's edge improves (deeper ITM, approaching expiry) after being rejected at w34/w35, agent wo"],"suggestedChange":"Track rejected intents (failed edge bar) separately from seen baseline; re-evaluate them each poll cycle for improving edge (expiry <1h OR deeper ITM), rather than waiting up to 6h for the fallback to surface them again."},"issues":[{"scope":"core","title":"Custom sNVDA option (0x57F8…B0ff) unevaluable β€” hash whitelist limits option-taker's reach","detail":"An sNVDA call (strike $210.13, 0.17 USDC premium, 1362 min remaining) sits on book from a non-writer source, but option-taker's single-hash filter correctly excludes it. This is right behavior, but the fleet loses access to option supply from any template beyond one audited hash β€” deepening drought ","fix":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."}],"assessment":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min)."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40073579,"w7Usd":9.97,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0,0.38,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.18,"realizedPnl":-8.83,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":249,"wakes":36,"firstWakeMs":1781445671878,"lastWakeMs":1781533125000,"ageMin":63,"lastWhy":"Blockers are supply gap (sNVDA) and missing buyer signal (options), not pricing or data. Repricing either leg is futile ","repeatWakes":0,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781545266840,"watching":"market open + post-rebalance window at 14:35 UTC (or 4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":139}},"verdict":{"summary":"w36 (11:26 UTC) was the last observation wake; ranking rotation confirmed (sNVDAβ†’sMSFT as ENGINE 2 target), intent 2388 (sNVDA bid, 12 USDC @ oracle mid) left to expire ~12:03 UTC as planned. W37 wake-script is armed and time-gated on REBALANCE_WINDOW_START epoch 1781544900 (14:35 UTC); snapshot was taken ~12:52 UTC (nextFallbackMin=154 β†’ fallback ~15:26 UTC","badge":"AWAITING 14:35 GATE","confidence":"medium","bottomLine":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer.","rootCause":{"class":"counterparty-starved","evidence":"ENGINE 1 (options, 30% sleeve): option-taker-matheus in 8-wake drought, 0 audited option 0xb3d66f4b on book since Jun14 13:49Z β€” no buyer exists. ENGINE 2 (stock, 70% sleeve): time-gated on 14:35Z window; sMSFT is the target after sNVDA removed from ranking; LP-Maker is the only reliable fill counte"},"reasoningRead":"Sound, and solving the right problem. Agent correctly identified the ranking rotation at w36, correctly let intent 2388 expire without repricing (supply constraint diagnosed as root cause, not price), correctly parked ENGINE 1 after 11+ zero-fill wakes. The time-gate approach for the post-market rebalance is mission-appropriate. Zero repeat_wakes confirms no churn. One structural concern: if optio","wakeTriggers":["now >= REBALANCE_WINDOW_START (epoch 1781544900 = 14:35 UTC 2026-06-15)","4h fallback at ~15:26 UTC (nextFallbackMin=154 from snapshot ~12:52 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for sMSFT swap β€” 8/8 recent settled deals; but absorbing adverse selection at $94.23/5h burn, may widen spread","available":"ok, 152 lifetime deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Trades sMSFT/sAAPL/sNVDA but as a taker-first accumulator posting bids at oracle+0.5% β€” unlikely to post sells option-writer needs","available":"ok, 13 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also targets sMSFT but lot-size gated (balance 0.03 < floor 0.030888) β€” currently blocked from posting","available":"blocked by lot-size gate"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural ENGINE 1 buyer for ETH/BTC options, but in 8-wake drought β€” 0 audited option on book since Jun14 13:49Z","available":"drought, 0 open intents"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Intent 2388 (sNVDA bid at oracle mid, w34) was the rational move given a $9.99 deficit vs target; letting it expire without churn-repricing was correct. ENGINE 1 option opportunities unmeasurable: option-taker in drought with 0 on-book options means no option intents existed to take.","wakeScript":{"wellReasonedForMission":true,"good":["Targets the specific post-market-open rebalance window (14:35 UTC) that is mission-critical for the stock sleeve β€” not a generic cadence","Epoch constants are correct: MARKET_OPEN_UTC=1781540400 (13:30 UTC) and REBALANCE_WINDOW_START=1781544900 (14:35 UTC) match stated intent","60s poll is appropriate for a time-gated condition β€” fires within 1 min of threshold without sub-minute spam","4h fallback ensures recovery if process restarts near the window; zero-LLM, fully deterministic"],"lacking":["Single-use label ('wake 37: post-market-open rebalance') β€” once fired, if sMSFT swap is partial or unfilled, the next wake script needs to be reasoned from scra","No ENGINE 1 trigger path: the options sleeve (30% allocation) has 0 mechanism to wake when option-taker resurfaces; it only wakes when the stock sleeve's time-g"],"suggestedChange":"In w37, pre-author a follow-on wake script before ending the wake, branching on fill outcome: (a) filled β†’ idle / ranking watch cadence, (b) partial/unfilled β†’ repost logic with updated intent, (c) ENGINE 1 resume trigger if option-taker po"},"issues":[{"scope":"agent","title":"ENGINE 1 (options sleeve) structurally idle β€” 11+ wakes, 0 demand, no fallback posture","detail":"The 30% option-writing sleeve posted at progressively tighter premiums (3%β†’1.5%) across 11+ wakes with zero fills; option-taker-matheus is in 8-wake drought. The sleeve is allocated 30% of mission capital but generating 0 activity with no defined recovery posture.","fix":"After N consecutive ENGINE 1 zero-fill wakes (e.g. 5), temporarily reallocate the sleeve's budget to ENGINE 2 stock buys; add a wake trigger that resumes ENGINE 1 when option-taker posts an audited option on-book."},{"scope":"agent","title":"Single-use wake scripts create continuity risk on failed or partial fills","detail":"Each wake script is purpose-built for one specific wake. If the 14:35Z sMSFT attempt is partial or unfilled (LP-Maker widens spread due to bleeding), the follow-on logic must be reconstructed from scratch in the next wake rather than already being encoded.","fix":"Pre-author the post-w37 wake script during w37 itself, covering all three outcome branches (filled, partial, unfilled) before ending the wake."},{"scope":"core","title":"Options market bilateral drought β€” no supply, no demand","detail":"Option-writer has 0 open intents (ENGINE 1 paused after 11+ zero-fill wakes); option-taker is in 8-wake drought (0 audited option 0xb3d66f4b on book since Jun14 13:49Z). Neither side is active. This is a fleet-level structural freeze, not either agent's fault in isolation.","fix":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."}],"assessment":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":56,"msgs":1080,"total":54471272,"totalUsd":24.08,"w5":9436889,"w5Usd":5.79,"w5PctPool":3.8,"w7":54471272,"w7Usd":24.08,"w7PctPool":2.3,"w5Son":9436889,"w7Son":29850232,"hourly":[1.69,0.77,0,0.47,2.86,0,0,1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0,0.25],"lastWake":{"ts":"2026-06-15T15:18:07.195Z","tokens":1057790,"usd":0.77,"msgs":18}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":86.94,"realizedPnl":0.34,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":271,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":269,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1175}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) has moved further ITM: BTC was $65,716 (+$816) at w58 (10:53Z Jun15, 254 min ago), now at $66,264 (+$1,364 above strike) per fleet data β€” gap widened by +$548 since prior summary, strongly ITM. Both maker binaries confirmed still open (open_intents=2): #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) β€” 0 ","badge":"PARKED ITM SOLID","confidence":"high","bottomLine":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent.","rootCause":{"class":"maker-only","evidence":"open_intents=2 (#1827 sMSFT<$420 at 79.94%, #1916 sNVDA>$195 at 77.93%) resting since w56/w57 with 0 fills; no takers have matched. Deal #190 is simply waiting for expiry β€” on-mission, not blocked."},"reasoningRead":"Sound and on-mission. w58 accepted deal #190 with 27.8pp edge (BTC $816 above strike, now $1,364). Maker binaries posted with Polymarket-calibrated implied probabilities. Prior sAAPL horizon-exit was handled correctly across w54-w56. Agent is not churning β€” it's patient with a clear expiry event on the horizon.","wakeTriggers":["DEAL_190_WAKE_AT_MS: time-based, fires at ~10:32Z Jun16 (5 min before 10:37Z expiry)","ownIntentResolved on #1827 or #1916 (fill or expiry)","new binaryBet or option intent appearing on book (scanned every 60s)","24h absolute fallback (~10:37Z Jun16, coincides with deal expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary binary taker (42 deals); could take the other side of #1827/#1916 if oracle lags price into edge territory","available":"awake, 42 deals, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries β€” high implied ITM makers (#1827/#1916) are candidates, but pidAlive=false as of this cycle","available":"armed=true but pidAlive=false β€” structur"},{"agent":"mimic-ljuba","fit":"maybe","why":"Prior custom-live deal; mirrors BinaryBets β€” could independently post/take matching binaries","available":"ok, 20 deals"},{"agent":"bear-yosher","fit":"no","why":"Mission is crypto-down / tech-equities-up; would not take NO on sNVDA>$195 (requires bearish NVDA view) or YES on sMSFT>$420","available":"ok, 21 deals"}],"reliableCounterparties":1,"missedOpportunities":"None visible. Watcher polls readOpenIntents every 60s filtering binaryBet/option kinds β€” no new wake since w58 (254 min) means no qualifying new intent appeared on book since then. Measurable and clean.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based DEAL_190_WAKE_AT_MS fires 5 min before expiry β€” precise settle window, no guesswork","ownIntentResolved on both maker binaries (#1827, #1916) ensures fills/expirations are acted on promptly","New binaryBet/option scan every 60s directly serves the core mission (find mispriced takeable intents)","Zero-LLM, PID written on start, 24h fallback β€” structurally clean","60s poll cadence is appropriate: patient agent, not sub-minute noise"],"lacking":["New-binary/option scan has no size or kind pre-filter β€” in a busier book it would fire on tiny or irrelevant intents before the agent can assess them; harmless ","No monitoring of deal #190 settlement status (e.g., if it settles early or is disputed); agent only watches the time trigger"],"suggestedChange":"Add a minimum USDC notional filter to the new-binary/option scan (e.g., skip intents where give or want < 5 USDC) to suppress spurious wakes from dust-size intents without missing real taker opportunities."},"issues":[{"scope":"agent","title":"Maker binaries #1827/#1916 unfilled with only 1 reliable counterparty","detail":"sMSFT<$420 at 79.94% and sNVDA>$195 at 77.93% have rested since w56/w57 with no takers. Only arb-hunter-tom is a realistic match; vulture-andrew (the other likely binary taker) is pidAlive=false this cycle.","fix":"Consider posting at slightly lower implied probability (e.g., 75-76%) to widen the spread and attract arb-hunter or mimic-ljuba; or accept the thin-book reality and wait β€” both are directionally sound ITM positions."},{"scope":"core","title":"Vulture-Andrew pidAlive=false reduces binary taker depth fleet-wide","detail":"Vulture is the second most active binary taker (46 deals) and its repeated PID death (armed=true, pidAlive=false) leaves ljuba's maker binaries with fewer counterparties across multiple cycles.","fix":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."}],"assessment":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":105.26,"realizedPnl":5.26,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":299,"wakes":59,"firstWakeMs":1780939200000,"lastWakeMs":1781535000000,"ageMin":32,"lastWhy":"BTC -1.89pp most underweight. sMSFT at target. USDC freed by fill deployed to BTC DCA. No favorable takes on book.","repeatWakes":53,"avgGapMin":171,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781542260244,"watching":"BTC DCA #2663 resolves (fill or expiry)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":89}},"verdict":{"summary":"LOT-SIZE BLOCK RESOLVED this cycle: after 3+ wakes stuck at sMSFT 0.03 < LP-Maker floor 0.030888, the 14:39Z trim (w52) priced at -0.75% (vs -1.01% prior) found a fill β€” w53 confirms 'sMSFT at target' and 'USDC freed by fill'. BTC DCA intent #2663 posted at 14:50Z; watcher now armed on its resolution (fill or expiry ~15:50Z, 2h fallback ~16:50Z). settled_dea","badge":"BLOCK CLEARED, BTC DCA LIVE","confidence":"high","bottomLine":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window).","rootCause":{"class":"maker-only","evidence":"BTC DCA #2663 posted at 14:50Z; w53 explicitly notes 'No favorable takes on book' β€” now waiting for LP-Maker or another counterparty to take the swap; sMSFT gate no longer blocking"},"reasoningRead":"Sound and adaptive: agent correctly diagnosed that a 0.26pp pricing improvement (-1.01% β†’ -0.75%) would expand the counterparty pool for the sMSFT trim. Non-churning β€” each wake advanced state (approval β†’ trim β†’ BTC DCA). On-mission throughout.","wakeTriggers":["ownIntentResolved: #2663 (fill or expiry ~15:50Z)","2h fallback ~16:50Z"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap market maker (152 deals), most likely taker for BTC DCA if within LP spread","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"42 deals, takes swap arb opportunistically β€” may cross if BTC drift creates a spread","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” mission is one patient DCA slice per wake; no evidence of fillable intents skipped. Note: the sMSFT trim that filled was NOT via LP-Maker (whose floor 0.030888 > balance 0.03); counterparty was 0xBd6a…9863 β€” an external or non-LP address that has smaller minimum lot tolerance. This is an important signal: LP-Maker lot floor is a structural friction for small sMSFT trims, but the market has ","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: ownIntentResolved fires on actual fill/expiry, not a blind timer","2h fallback ensures wake even if the resolution event is missed","60s poll is appropriate for a ~60-min expiry window on intent #2663","Wake label 'sAAPL DCA next' shows agent is mid-plan and knows the next target without a cold re-derive"],"lacking":["If #2663 fills before stock-oracle-open (13:30Z tomorrow), the 2h fallback fires generically β€” potentially re-running the 'stocks closed / no USDC' no-op wakes ","Watcher has no awareness of LP-Maker's lot-floor for the next stock trim β€” the same balance-vs-floor friction can recur silently on sAAPL"],"suggestedChange":"After fill, compute next 13:30Z UTC for the sAAPL fallback deadline instead of a generic +2h, so the post-BTC wake doesn't land at a 'stocks closed' dead zone."},"issues":[{"scope":"agent","title":"Post-fill fallback may land outside stock-oracle window again","detail":"If BTC DCA #2663 fills before ~11:30Z tomorrow, the +2h fallback puts the sAAPL DCA wake in pre-market, recreating the w47-w50 no-op sequence that cost 4 wakes and $0.65 each.","fix":"In the next wake script (post-BTC fill), set fallbackMs to align with the next 13:30Z stock-oracle-open rather than wall-clock +2h."},{"scope":"agent","title":"LP-Maker lot floor is a recurring structural friction for small stock trims","detail":"sMSFT trim was only fillable by 0xBd6a…9863 (non-LP), not LP-Maker (floor 0.030888 > balance 0.03). If sAAPL or sMSFT trim sizes fall below LP-Maker's per-instrument floor again, the agent will hit the same gate. The -0.75% price level appears to be the threshold that attracts non-LP liquidity.","fix":"CLAUDE.md should note the LP-Maker floor per instrument and the observed price level (-0.75%) that clears the non-LP market; or the DCA plan should size trims to stay β‰₯ LP-Maker floor."}],"assessment":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window)."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":11,"msgs":280,"total":16536535,"totalUsd":5.25,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":16536535,"w7Usd":5.25,"w7PctPool":0.7,"w5Son":0,"w7Son":3228117,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T12:59:18.407Z","tokens":684037,"usd":0.48,"msgs":15}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.67,"realizedPnl":1.67,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":293,"wakes":85,"firstWakeMs":1780948343000,"lastWakeMs":1781535300000,"ageMin":27,"lastWhy":"Bid 2661 filled immediately; posting next lot (effectively lot #9 of ~10). LP is responsive β€” no delay needed.","repeatWakes":76,"avgGapMin":118,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781537650068,"watching":"bid 2662 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":2,"nextFallbackMin":12}},"verdict":{"summary":"w79–w82 (13:24–14:55Z): Bid 2466 was NOT filled β€” oracle drifted 2.01% by w80, forcing a cancel and replacement with bid 2624. LP-Maker-Matheus then filled 2624 (w81) and 2661 (w81b) in rapid 11-min succession, pushing sNVDA holdings to 0.224438 (~$47) with bid 2662 now live (~$10 locked, $10 free). Bug 2 materialized at w82: stale state.json read in a concu","badge":"ACCUMULATING FAST","confidence":"high","bottomLine":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","rootCause":{"class":"counterparty-starved","evidence":"sMSFT has no taker path while misses=0 is maintained by frequent sNVDA fills. sNVDA accumulation itself is healthy β€” LP-Maker is the reliable counterparty filling bids in under 15 min. sMSFT 2337 has not been taken since w73; rotation counter never climbs above 0."},"reasoningRead":"Sound and on-mission for sNVDA. The rapid LP-Maker fills are exactly what the mission wants. However, the agent is solving sNVDA accumulation correctly while producing a structural sMSFT lockout as a side effect β€” the misses=0 reset-on-any-fill logic means sMSFT can only be reached when sNVDA bids expire without a fill, which LP-Maker prevents. The agent doesn't appear to reason about this; it's a","wakeTriggers":["bid 2662 resolves (fill or expiry)","sNVDA oracle drifts >0.5% from base $209.71","new LP-sized sNVDA sell (3–12 USDC) appears on book","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 visible settled deals; filled 2624 and 2661 in under 22 min combined β€” primary and reliable","available":"active, 152 lifetime deals, health ok"},{"agent":"swing-nikita","fit":"yes","why":"2 settled deals; provides sNVDA sell-side opportunistically","available":"ok, 7 deals lifetime"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1 settled deal, external wallet β€” availability opaque","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT resting intent 2337 was within ceiling at w73–w76 but not taken due to misses=0 locking out the rotation branch. Missed 2–3 sMSFT acquisition windows since last summary. sAAPL sell-side noted at oracle+ in w77 but not taken (LP spread too wide). No other measurable misses on sNVDA.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own bid 2662 resolution β€” correct: next lot depends on this","Fires on sNVDA oracle drift >0.5% β€” matches bid-refresh threshold exactly","Fires on new LP-sized sNVDA sell (3–12 USDC) β€” catches the exact take opportunity mid-cycle","45-min fallback is well-sized for a ~2h avg gap agent that also needs oracle freshness"],"lacking":["ORACLE_BASE_SNVDA hardcoded at $209.71 β€” will produce false/missed drift signals if sNVDA moves significantly before bid 2662 resolves (though 45-min fallback m","LP sell filter caps at 12 USDC β€” a 13–15 USDC sNVDA sell from LP would not trigger a mid-cycle wake (45-min fallback catches it eventually)"],"suggestedChange":"Read live oracle price at watcher init to set ORACLE_BASE_SNVDA dynamically rather than hardcoding $209.71, eliminating the drift miscalculation risk when the watcher is armed after a large price move."},"issues":[{"scope":"agent","title":"Bug 1: sMSFT rotation permanently gated by misses=0 reset on sNVDA fills","detail":"The consecutive-misses counter resets to 0 every time ANY sNVDA bid fills (including LP-Maker fills). With LP-Maker filling bids in under 15 min, misses never accumulates, and sMSFT is unreachable. 0 sMSFT deals across the full observation window despite sMSFT 2337 being within ceiling at w73.","fix":"Decouple the rotation counter from fill events: increment misses only when a sNVDA *take* opportunity was present and passed; reset on a sNVDA *take* (not a fill of a posted bid). Or add a time-based sMSFT window (e.g. every N wakes regardless of misses)."},{"scope":"agent","title":"Bug 2: Stale state.json read in concurrent session caused duplicate intent 2664","detail":"w82 fired concurrently with w81b; w82 read pre-w81b state.json and posted lot 2664 as a duplicate, which required a cancel tx (0x34c3e2a071a9…). Agent noted the fix rule in its reasoning but the wake script itself does not enforce a state.json freshness read at startup.","fix":"Add an explicit state.json read as the first step of each wake session before any intent-posting decision, and gate on the last-modified timestamp to abort if a concurrent session is active (e.g., check for a lock file or compare state.json mtime to process start time)."}],"assessment":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":6,"msgs":120,"total":5510037,"totalUsd":2.23,"w5":628412,"w5Usd":0.37,"w5PctPool":0.3,"w7":4730568,"w7Usd":1.67,"w7PctPool":0.2,"w5Son":628412,"w7Son":1984525,"hourly":[0.37,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:20:22.170Z","tokens":628412,"usd":0.37,"msgs":15}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":102.17,"realizedPnl":2.18,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":266,"wakes":48,"firstWakeMs":1780924988000,"lastWakeMs":1781536702000,"ageMin":4,"lastWhy":"Intent 2689 already covers the sNVDA sell-strength signal. Reposting or cancelling would be churn β€” the post is live, th","repeatWakes":33,"avgGapMin":217,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781544008503,"watching":"intent 2689 resolves or new sNVDA buyer appears (2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":118}},"verdict":{"summary":"Prior crypto-sell silence is now fully explained: zero ETH/BTC/SSV inventory makes sell-side fades structurally impossible regardless of dislocation magnitude. Since w42 the agent correctly pivoted to sNVDA once equities market opened (13:39Z): posted intent 2551 (+2.16% above trailing), then accepted deals 200 and 202 back-to-back from Stacker-Massimo (+1.9","badge":"FADING sNVDA CLEANLY","confidence":"high","bottomLine":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","rootCause":{"class":"structural","evidence":"Zero ETH/BTC/SSV holdings block all crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline. sNVDA inventory (0.08305 remaining) is actionable and being actively worked via intent 2689."},"reasoningRead":"Sound and on-mission. Agent correctly diagnosed crypto sell gap at w41-w43, pivoted without deviation to sNVDA at w44 once stocks went live, then demonstrated learned behavior at w45-w46 (accepting resting buyers beats reposting β€” explicitly cited as the rationale). No churn, no off-mission drift, threshold application consistent across wakes.","wakeTriggers":["intent 2689 resolves (filled or expired) via ownIntentResolved","new sNVDA buyer appears on book via newMatches filter (USDCβ†’sNVDA legs)","2h fallback (7200s) covers all other asset classes and market shifts","MISSING: no intra-loop check for crypto buy-dip signals β€” if BTC/ETH/SSV dips below baseline while intent 2689 is open, the 2h fallback is the only catch"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Confirmed taker of sNVDA asks: deals 200 and 202 both settled ↔ Stacker; mission is exactly 'take resting sNVDA/sAAPL/sMSFT asks within ~1% ","available":"ok (13 lifetime deals, health ok)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep swap liquidity but LP-Maker is the ask side for rebalancers, not a natural sNVDA buyer; could fill in a pinch but not the primary taker","available":"ok (152 deals, health ok, but adverse-se"},{"agent":"rebalancer-lior","fit":"no","why":"Lot-size blocked (sMSFT balance 0.03 < floor 0.030888); even if sNVDA were its target, the gate has blocked all rebalancer trades since prio","available":"blocked (gate refusing every attempt)"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. Crypto sells are inventory-blocked (mission-coherent, not a miss). sNVDA has been actively traded every wake where dislocation exceeded threshold since stock market open. Intent 2689 is live β€” the current opportunity is being worked.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires immediately on fill or expiry of intent 2689 β€” no stale intent left rotting","newMatches filter (USDC posterGives + sNVDA posterWants) is precise: targets exactly the buyer profile that lets swing-nikita accept-and-settle without repostin","2h fallback covers all other signals (crypto dip, stock market close, new instrument dislocation)","Zero-LLM polling loop, 60s poll cadence β€” efficient, no burn"],"lacking":["No intra-loop price check for crypto buy-dip (ETH/BTC/SSV falling below baseline): if one dips while intent 2689 is open, the 2h fallback is the only trigger β€” ","Watcher is sNVDA-only by construction; if sNVDA goes sub-threshold before 2689 fills, agent could sit idle for up to 2h even if another stock (sAAPL, sMSFT) dis"],"suggestedChange":"Add a multi-asset deviation check in the runWatchLoop body: if any held or watchlisted asset crosses the buy-dip or sell-strength threshold, fireWake immediately β€” this would replenish crypto inventory on dips and catch stock rotations with"},"issues":[{"scope":"agent","title":"Crypto sell-fades structurally impossible until a buy-dip replenishes inventory","detail":"ETH/BTC/SSV have been above baseline for multiple consecutive cycles (ETH +3.74%, BTC +2.43%, SSV +3.07% at last read) β€” strong sell signals β€” but agent holds zero units of each. The agent correctly reports this and doesn't error; however, the situation self-perpetuates: no buy-dip β†’ no inventory β†’ ","fix":"Mission scoping question, not a bug. If crypto inventory starvation is chronic, consider adding a small forced-accumulation rule in CLAUDE.md: 'if no crypto held and a buy-dip appears on any crypto asset, take a minimum lot even if dislocation is marginal, to seed sell-fade capacity.' Otherwise acce"},{"scope":"agent","title":"Wake script blind to non-sNVDA dislocations while intent 2689 is open","detail":"Current watcher only fires on intent 2689 resolution, new sNVDA buyers, or 2h fallback. If sAAPL or sMSFT dislocates within that window, the agent sleeps up to 2h before noticing.","fix":"Add a lightweight multi-asset price check (oracle vs trailing avg for all watchlisted symbols) inside the runWatchLoop body; fireWake if any asset crosses the sell-strength or buy-dip threshold. This is a single additional belt.tools call per 60s tick."}],"assessment":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48)."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":217,"msgs":4319,"total":252340051,"totalUsd":146.78,"w5":13301679,"w5Usd":9.48,"w5PctPool":5.3,"w7":252340051,"w7Usd":146.78,"w7PctPool":10.5,"w5Son":13301679,"w7Son":193777693,"hourly":[3.89,2.36,0,1.93,1.3,3.66,0,0.3,2.05,1.17,5.35,1.49,2.13,2.63,0.14,5.61,2.1,0.78,0.77,1.57,1.23,1.36,3.03,7.71],"lastWake":{"ts":"2026-06-15T15:16:49.368Z","tokens":1710799,"usd":1.18,"msgs":24}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":104.44,"realizedPnl":4.43,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":282,"wakes":255,"firstWakeMs":1780945920000,"lastWakeMs":1781536560000,"ageMin":6,"lastWhy":"SSV -$0.01 inflated bait to 2.22%. BTC +$86 eroded replenish to 0.91% below 1.03% proactive. ETH/BTC/sMSFT drifts pushed","repeatWakes":213,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781538980947,"watching":"25 intents, none takeable; soonestExpiry=1781537679; next poll 60s","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":130,"nextFallbackMin":34}},"verdict":{"summary":"PID death UNDIAGNOSED and recurring for 8+ cycles (this cycle: pidAlive=false, armed=true, nextFallbackMin=30); no root-cause investigation visible in w214-w221 wake logs. Gap-protect is compensating effectively: all 8 wakes this cycle (w214-w221) fired and refreshed 6 baits with ~1h TTL each. Current 6 baits (IDs 2681+ posted w221 15:16 UTC) expire ~16:16; ","badge":"PID DEAD / COMPENSATED","confidence":"high","bottomLine":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","rootCause":{"class":"structural","evidence":"pidAlive=false every observed cycle (prior summary: PID 198107 dead at w205 10:07; current: same pattern, nextFallbackMin=30). Wake loop executes correctly (wakes_failing=false, wake_error=null) β€” the issue is the watcher node process dying between wakes, killing the 30s polling loop for up to ~2h p"},"reasoningRead":"Sound and on-mission. Each wake (w214-w221) correctly identifies drift direction (bidirectional crypto/stock moves), applies gap-protect, and posts 6 fresh baits with ~1h TTL. w217 temporarily held 5 baits (USDC floor hit) and recovered by w218. CMQ stock blindness is handled with manual detection β€” reasonable short-term workaround but not a fix. Reasoning is correct; the unsolved problem is instr","wakeTriggers":["pre-expiry: ~5 min before soonest bait expiry (primary driver; avg_gap_min=39 tracks bait ~1h cadence)","new takeable edge β‰₯1% via scan-edges (only active when polling loop alive)","quote erosion/undercut via check-my-quotes (only active when polling loop alive; blind to stock prices)","2h hard fallback","MISSING: active polling loop is dead (pidAlive=false) β€” ~30 min edge/erosion blind spot each cycle until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 swaps settled this cycle β€” primary swap counterparty","available":"ok, 152 lifetime deals"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 swaps settled this cycle β€” active taker of vulture baits","available":"ok, 42 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"2 swaps settled this cycle β€” active swap counterparty","available":"ok, 26 deals"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable during PID-dead polling gap (~30 min/cycle): scan-edges does not run while pidAlive=false, so any takeable edge β‰₯1% appearing and expiring within the gap is invisible. CMQ stock blindness is a second layer: w220 explicitly documents SSV +$0.01 eroding bait 2644 to 1.38% (below 1.55% floor) that 'CMQ missed' β€” caught only on the next triggered wake, meaning the under-floor bait was liv","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge β‰₯1%, pre-expiry, erosion, 2h fallback) matches the mission precisely: opportunistic taker + bait poster","Pre-seeded honeypot IDs (779, 836, 869) prevent repeat false-edge fires at zero LLM cost","30s poll interval appropriately fast for a latency-sensitive taker when the loop is alive","Pre-expiry trigger at -5 min ensures baits are refreshed before expiry even in PID-dead cycles (fallback lands at ~30 min, well inside ~60 min TTL)"],"lacking":["No self-healing on watcher PID death β€” when the node process dies, the polling loop stops silently with no alert; only the fallback timer survives","CMQ does not read stock oracle prices β€” sAAPL/sMSFT/sNVDA/SSV erosion is invisible to the watcher; documented recurring miss in w218 and w220"],"suggestedChange":"Patch check-my-quotes to include stock oracle prices (or add a parallel lightweight stock-price check before the CMQ call) β€” w218 and w220 both document the same miss, making this the highest-frequency gap in the detection loop."},"issues":[{"scope":"core","title":"Watcher PID death undiagnosed β€” persists across 8+ cycles, ~30 min polling blind spot each time","detail":"pidAlive=false every observed cycle since at least w205 (prior: PID 198107 dead 10:07; current cycle: same). The node process hosting runWatchLoop dies silently; armed+fallback masks it but creates a ~30 min window per cycle where scan-edges and check-my-quotes do not run. Exit code/signal has never","fix":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."},{"scope":"agent","title":"CMQ blind to stock oracle prices β€” stock bait erosion misses watcher detection","detail":"check-my-quotes does not fetch stock oracle prices. Documented 'known issue' in w218 (14:15 UTC) and w220 (14:52 UTC). SSV +$0.01 at w220 eroded bait 2644 from ~1.80% to 1.38% (below 1.55% lower tolerance) β€” missed by CMQ, live for minutes before caught on the next wake. Affects all stock/SSV baits.","fix":"Patch check-my-quotes to include stock oracle prices alongside crypto; or add a separate stock-price delta check in the watcher loop that fires fireWake on any move beyond a tolerance threshold."}],"assessment":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move."}}],"unattributed":{"sessions":9047,"tokens":227313706,"usd":124.2,"w5":5866087,"w5Usd":2.34,"hourly":[1.36,0.38,0,0.6,0,0.67,1.17,5.29,4.13,4.57,0.77,1.75,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76,1.64,2.77,1.51]},"boardOverhead":{"sessions":6296,"tokens":62439967,"usd":157.66,"w5":3053253,"w5Usd":10.89,"hourly":[2.5,2.46,1.84,2.5,1.59,2.12,2.47,2.27,2.34,2,2.37,2.35,2,2.24,2.33,2.26,3.35,1.29,3.13,1.53,2.23,1.81,2.53,2.19]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2116274067,"grandUsd":1341.1,"grandSessions":16739,"attributedTokens":1826520394,"unattributedTokens":227313706,"boardTokens":62439967,"reassembledTokens":2116274067,"tokensBalance":true,"attributionPct":88.9,"multiMatchSessions":188,"sessionsScanned":11451,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":97263,"dedupedMsgs":46671,"rawTokens":4745639718,"dedupedTokens":2116274067,"dupRatio":2.242}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T15:20:36.420Z","swarm":{"headline":"ARB BLEEDS LP, OPTIONS FROZEN","funnel":{"posted":2690,"settled":203,"conversionPct":7.5,"byTemplate":{"Swap":191,"Custom":10,"Perpetual":2}},"liquidityMap":[{"market":"Swap / spot","flow":"LP-Maker ⇄ Arb-Hunter (21/37 recent fills), LP-Maker ⇄ Vulture-Andrew (multiple this cycle), LP-Maker ⇄ Option-Writer (3 this cycle), LP-Maker ⇄ Stacker-Massimo, LP-Maker ⇄ Rebalancer-Lior","status":"Active but LP-Maker bleeding: -$26.5 realized PnL, -$9.7 this cycle"},{"market":"Binary / custom","flow":"Bear-Yosher β†’ Mimic-Ljuba + Polymarket-Ljuba (intents 2375, 2454 filled; 159, 160 live)","status":"Active; Bear-Yosher losing as BTC $66,444 sits above every bear strike"},{"market":"Options / custom","flow":"Option-Writer β†’ Option-Taker (0 deals since Jun14 13:49Z)","status":"FROZEN: 0 audited option intents on book; option-taker in 8-wake drought"},{"market":"Index basket","flow":"Index-Maker / Index-Taker (no flow)","status":"OFFLINE: both agents never initialized across 56 consecutive null cycles"}],"causalLinks":[{"cause":"Arb-Hunter-Tom's CEX feed exploits LP-Maker's 60s oracle poll gap","effect":"LP-Maker adverse selection: 21/37 recent fills (57%) to Arb-Hunter; PnL -$26.5 cumulative (-$9.7 this cycle alone, up fr","evidence":"arb-hunter: '21/23 visible settled deals are LP-Maker-Matheus (91%)'; lp-maker: 'BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that win"},{"cause":"Option-Writer-Matheus time-gated until 14:35Z, posted 0 audited option intents since Jun14 13:49Z","effect":"Option-Taker-Matheus in 8-wake drought β€” sole audited options publisher is supply-side dark; sNVDA call on book (0x57F8…","evidence":"option-taker: '8 consecutive wakes returning Zero audited Option intents found'; option-writer: 'w37 time-gated on epoch 1781544900 (14:35 UTC)'; option-writer rootCause: 'option-taker-matheus in 8-wa"},{"cause":"Arb-Hunter front-runs resting ETH supply; LP-Maker avoids adverse-selection fills on momentum-confirmed USDCβ†’ETH flow","effect":"Momentum-Nikita intent #2653 (USDCβ†’ETH, implied ~$1,830) resting with 0 fills despite LP-Maker having 152 lifetime swap ","evidence":"momentum-nikita: 'LP-Maker faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom likely front-runs and clears resting ETH supply the instant momentum clears'"},{"cause":"Swing-Nikita holds zero ETH/BTC/SSV inventory","effect":"Swing structurally unable to post crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline; pivoted e","evidence":"swing-nikita rootCause.evidence: 'Zero ETH/BTC/SSV holdings block all crypto sell-fades'; agent correctly working sNVDA intent 2689 (0.08305 remaining)"},{"cause":"Vulture-Andrew watcher node process dies between wakes β€” recurring, 8+ cycles undiagnosed","effect":"Up to ~2h gaps in the 30s gap-protect polling loop; 6 baits can go stale mid-gap; gap-protect fallback (w214–w221, 8 wak","evidence":"vulture-andrew: 'PID death UNDIAGNOSED and recurring for 8+ cycles; pidAlive=false, nextFallbackMin=36'; rootCause: 'pidAlive=false every observed cycle (prior: PID 198107 dead at w205 10:07)'"}],"insights":[{"severity":"critical","title":"LP-Maker adverse selection: -$9.7 this cycle, -$26.5 cumulative","detail":"21/37 recent LP-Maker fills (57%) are Arb-Hunter-Tom exploiting the 60s oracle poll gap at +26–33bps edge. PnL deteriorated -$9.7 this cycle (prior: -$16.8; now: -$26.5). ETH/BTC bid spreads at -36/-37bps structurally lose to a CEX-feed taker. Burn rate ~$9–11/cycle with no structural change.","evidence":"lp-maker: 'PnL deteriorated -$9.7 this cycle (now -$26.5 realized)'; arb-hunter: '21/23 visible settled deals are LP-Maker (91%)'","scope":"fleet","fix":"Widen LP-Maker ETH/BTC bid spreads above Arb-Hunter's +26–33bps fill edge, or shorten oracle poll to <30s to close the latency window. Dynamic option: add a fill-fingerprinting guard that detects CEX-correlated takers and widens spreads reactively."},{"severity":"warn","title":"Options market frozen: 8-wake drought, 0 audited supply since Jun14 13:49Z","detail":"Option-Taker has found 0 audited intents (hash 0xb3d66f4b…) across 8 wakes. Option-Writer is the sole audited options publisher and shows 0 open option intents β€” time-gated on the 14:35Z rebalance window. The sNVDA call on book (0x57F8…B0ff) carries the wrong hash and is correctly ignored. Options revenue = $0 until writer fires.","evidence":"option-taker: '8 consecutive wakes returning Zero audited Option intents found'; option-writer: 'ENGINE 1 (options): option-taker in 8-wake drought'; writer armed, nextFallbackMin=141","scope":"fleet","fix":"Confirm Option-Writer's 14:35Z window fires and posts β‰₯1 audited option intent with hash 0xb3d66f4b. If the window fires but writer posts zero options, investigate whether sMSFT ranking gate is suppressing Engine 1 in favor of Engine 2 (stock sleeve)."},{"severity":"warn","title":"Vulture-Andrew PID death: recurring 8+ cycles, structurally undiagnosed","detail":"pidAlive=false every observed cycle for 8+ runs; watcher node process dies between fallback wakes, creating up to ~2h gaps in the 30s gap-protect polling loop. wakes_failing=false, wake_error=null β€” the wakes themselves execute correctly β€” so this is NOT a binary crash; it's the persistent watcher process dying. Gap-protect compensates (8 wakes w214–w221 this cycle) but baits can stale mid-gap without a fill opportunity.","evidence":"vulture-andrew: 'PID death UNDIAGNOSED and recurring for 8+ cycles; pidAlive=false, armed=true, nextFallbackMin=36'; prior: 'PID 198107 dead at w205 10:07Z'","scope":"core","fix":"Add PID resurrection to Vulture-Andrew's fallback wake path: on each wake, if pidAlive=false and wakes_failing=false, restart the 30s polling loop before returning. Longer-term: add a supervisor/systemd keepalive to the watcher node process fleet-wide."},{"severity":"warn","title":"Index-Maker + Index-Taker: 56 null cycles, never deployed","detail":"Both agents: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0 lifetime tokens, 0 lifetime wakes β€” identical across all 56 observed cycles. The IndexBasket market segment has never been activated. No self-healing path exists.","evidence":"index-maker and index-taker: '56th consecutive null cycle β€” every field identical'; rootCause: structural (index-maker) and infra-down (index-taker)","scope":"core","fix":"Deploy index-maker/index-taker with valid CLAUDE.md and wake scripts, or formally decommission both slots β€” 56 null cycles is dead observer weight with no activation signal."},{"severity":"ok","title":"Swap hub healthy: 203 settled, Rebalancer block cleared, Stacker filling fast","detail":"LP-Maker is the swap hub for 9 counterparties. Stacker-Massimo saw 2 sNVDA fills in 11 min this cycle (w81/w81b). Rebalancer-Lior's sMSFT lot-size block resolved this cycle (w52 trim at -0.75% found LP-Maker fill; BTC DCA #2663 now live). Arb-Hunter settled 42 lifetime deals, Vulture-Andrew active despite PID death.","evidence":"settled: 203; stacker: 'LP-Maker filled 2624 and 2661 in rapid 11-min succession'; rebalancer: 'LOT-SIZE BLOCK RESOLVED this cycle; sMSFT at target'","scope":"fleet","fix":"No action needed. Monitor LP-Maker PnL trend β€” if burn exceeds -$15/cycle, prioritize spread widening above all other fleet work."}],"fleetMoves":[{"scope":"fleet","action":"Widen LP-Maker-Matheus ETH/BTC bid spreads above +33bps (Arb-Hunter's maximum observed fill edge) to stem the -$9.7/cycle adverse-selection bleed; this is the highest-leverage single move in the fleet."},{"scope":"fleet","action":"Confirm Option-Writer-Matheus 14:35Z rebalance window fires and posts β‰₯1 audited option intent (hash 0xb3d66f4b) β€” the sole unlock for Option-Taker's 8-wake, $0-revenue drought."},{"scope":"core","action":"Add PID resurrection to Vulture-Andrew's fallback wake: restart the 30s polling loop on each wake when pidAlive=false; eliminates the up-to-2h bait-staleness gap without requiring a full watcher redesign."},{"scope":"core","action":"Deploy or formally decommission index-maker/index-taker β€” 56 null cycles with no activation path consumes observer capacity every run with zero fleet value."}],"at":"2026-06-15T15:23:18.417Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"ARB BLEEDS LP STILL","healthDelta":"Same structural pattern as last run: Arb-Hunter settled 3 more LP-Maker swaps this cycle (cumulative 42 deals vs LP's 152), Options market remains frozen (0 audited Options on book, option-taker in 8-wake drought), and vulture-andrew PID death persists undiagnosed; only new signal is Momentum-Nikita","focusAreas":["LP-Maker bleeding from adverse selection: $94.23/5h burn, 3 Arb-Hunter + multiple Vulture deals settled this cycle β€” prior PnL was already -$16.8 and spreading further","Options market frozen: option-taker in 8-wake drought (0 audited hash 0xb3d66f4b… on book since Jun14 13:49Z), option-writer at 0 open intents β€” no options supply/demand meeting","Vulture-Andrew structural PID death: pidAlive=false again (armed=true, nextFallbackMin=34), undiagnosed across multiple cycles","Rebalancer-Lior lot-size block unresolved: sMSFT balance 0.03 < LP-Maker floor 0.030888, trim also below floor β€” gate has blocked every attempt since prior summary","Index-maker/taker: 55th null cycle each, armed=false, pidAlive=false, 0 lifetime wakes β€” completely offline with no activation signal"],"perAgentFocus":{"arb-hunter-tom":"3 more LP-Maker↔Arb-Hunter deals settled this cycle β€” is Arb-Hunter purely extracting from LP-Maker's spread, or has it taken any non-LP counterparty deals; and does its current wake cadence (nextFallbackMin=8, last_wake_min_ago=-2) indicat","bear-yosher":"The 'Bear-Yosher ↔ Mimic-Ljuba [custom] live' entry in recent deals β€” is this a new position taken since the prior summary's anchor 2454 (BTC<$65,400), or one of the two already-known bets; and with BTC at ~$66,264 (~1.3% above strike) and ","index-maker":"Any change to armed/pidAlive/script/wallet since the 55th null cycle β€” specifically, has any field changed at all, or is this the 56th identical null?","index-taker":"Any change to armed/pidAlive/script since the 55th null cycle; additionally, the open book shows '0x57F8…B0ff [custom] sNVDA call' and DeadlineSwap entries β€” do any constitute an IndexBasket intent index-taker could engage with, or is the b","lp-maker-matheus":"LP-Maker settled deals with Arb-Hunter (3x), Vulture (2x), Option-Writer (2x+), Stacker (1x) and Polymarket-Ljuba (1x) this cycle β€” which counterparty type is generating the most adverse PnL, and are the current vol-adj spreads (set at w210","mimic-ljuba":"Mimic is 213min since last wake with nextFallbackMin=103 still counting β€” has the fallback fired yet; and is 'Polymarket-Ljuba ↔ Mimic-Ljuba [custom] live' in recent deals a new position taken after w111, or a status update on one of the tw","momentum-nikita":"Intent #2536 (20 USDCβ†’ETH at implied ~$1,794) was posted at w47 β€” has it been filled, partially filled, or is it still resting (open book shows 'Momentum-Nikita gives 20 USDC β†’ wants 0.01093 ETH, 455min left'); and with ETH having rallied s","option-taker-matheus":"The open book contains '0x57F8…B0ff [custom] sNVDA call Β· strike $210.13 Β· 0.17 USDC premium (1362m left)' β€” does this intent carry the audited hash 0xb3d66f4b… option-taker requires, and if not, is that the reason for the 8-wake drought ra","option-writer-matheus":"The 14:35Z rebalance window has now passed (current time ~14:25Z+cycle elapsed) β€” did option-writer wake at or after 14:35Z, execute an ENGINE 1 sMSFT rebalance or post an option, or did it defer again; and why does it have 0 open intents i","polymarket-ljuba":"Polymarket-Ljuba is parked until ~Jun16 10:32Z (nextFallbackMin=1194) β€” with BTC currently at ~$66,264, is deal #190 (BTC>$64,900) still firmly ITM, and are maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) still resting with no fill","rebalancer-lior":"The lot-size block (sMSFT 0.03 < floor 0.030888) was predicted to recur at the 13:30Z wake β€” did the agent wake and confirm the gate blocked the trim again, or has it pivoted to a different rebalance target; and is intent #2387 (1.381 USDCβ†’","stacker-massimo":"Bid #2466 (10 USDCβ†’sNVDA, 374min TTL) is visible on the open book β€” has it been filled since w78, and are the two previously flagged bugs (sMSFT rotation lock resetting only on fill, and the second unspecified bug) causing any measurable mi","swing-nikita":"All three crypto assets were above baseline at last reading (ETH +3.74%, BTC +2.43%, SSV +3.07%) β€” has swing-nikita attempted any sell-side fades since w42, and if not, is there a mission cap, spread threshold, or oracle condition preventin","vulture-andrew":"PID death recurred (pidAlive=false, armed=true, nextFallbackMin=34) β€” did gap-protect fire and refresh the 6 open baits this cycle, are those baits within their 1h TTL ceiling, and has any root-cause diagnosis begun given this is now a conf"},"ctas":[{"scope":"core","text":"Diagnose vulture-andrew's structural PID death: armed=true but pidAlive=false across multiple confirmed cycles β€” inspect the container/process supervisor to find why the watcher PID terminates between"},{"scope":"agent","text":"Fix rebalancer-lior lot-size mismatch: sMSFT balance 0.03 is below LP-Maker minimum 0.030888 AND the planned trim is also below that floor β€” agent needs either a smaller lot-size or a different trim t"},{"scope":"fleet","text":"Options supply chain is broken: option-writer has 0 open intents and option-taker has been in drought 8 wakes β€” confirm option-writer posts an audited Option (hash 0xb3d66f4b…) at next ENGINE 2 wake; "},{"scope":"fleet","text":"LP-Maker adverse selection: Arb-Hunter (42 deals) and Vulture (46 deals) are the two highest-deal-count agents and both exclusively take LP-Maker β€” consider whether LP spread vol-adj (set w210) is suf"},{"scope":"agent","text":"Activate index-maker and index-taker: 55 null cycles with armed=false, pidAlive=false β€” these agents have never run; check wallet funding and env configuration to bring them online."}],"at":"2026-06-15T15:08:19.740Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T16:06:08.653Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":121.03,"used7d":null,"used7dUsd":1311.97,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":71.6,"estPct7d":86.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":203.4,"estPct7d":208.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":218.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":183.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":174676153,"w7":1652592679,"tot":1694810719},"haiku":{"w5":4314117,"w7":433811517,"tot":437621050}},"fleet":{"agentsUp":12,"lifetimeTokens":2132451580,"lifetimeUsd":1351.5,"sessions":16813,"deals":203,"openIntents":50,"totalIntents":2708},"oracle":{"USDC":1,"ETH":1840.21,"BTC":67103.98,"SSV":2.45,"AAPL":297.56,"NVDA":212.47,"MSFT":401.37},"oracleAt":"2026-06-15T16:05:34.781Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":3718975,"w5Usd":1.94,"w5PctPool":1.5,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":3718975,"w7Son":22394684,"hourly":[0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.58,"realizedPnl":3.58,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":304,"wakes":357,"firstWakeMs":1780927992000,"lastWakeMs":1781539620000,"ageMin":-1,"lastWhy":"No binary bet within 30min with CEX taker in money. No swap edge β‰₯10bps where poster prices taker-favorably. SSV regime ","repeatWakes":308,"avgGapMin":30,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781538462447,"watching":"new intent >2679 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (regime closed β€” awaiting fresh dislocation)","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Alive and filling cleanly: w353 (+26bps ETH, deal 196) and w354 (+33bps ETH, deal 198) both against LP-Maker this cycle, confirming the ETH latency-edge regime first predicted at w348 is persisting. 21/23 visible settled deals are LP-Maker (91%); 2 Vulture-Andrew deals exist (arb-hunter took vulture's posted intents), so it is NOT purely LP-Maker but effecti","badge":"FILLING LP EDGES","confidence":"high","bottomLine":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix.","rootCause":{"class":"counterparty-starved","evidence":"21/23 visible deals are LP-Maker-Matheus; no deals against bear-yosher, mimic-ljuba, rebalancer-lior, stacker-massimo, or swing-nikita; only 2 Vulture-Andrew deals lifetime; zero binary deals across all 356 wakes (no near-expiry crypto binary with CEX taker in-money has materialized); w356 confirms "},"reasoningRead":"Sound and on-mission. Each WAIT wake cites a specific distinct reason: oracle convergence ≀6bps (w350), BTC binary structural pattern confirmed across 7+ priors (w352), known-poison poster revert confirmed (w355), stock-only new intents (w356). Fills at w353 and w354 cite exact bps edges and pass all caps. No churn β€” the agent is diagnosing the market correctly each wake rather than re-deriving th","wakeTriggers":["New swap intent >HWM(2642) with quickSwapEdge β‰₯5bps vs CEX","Crypto binary ≀30min to settlement with CEX taker in-money","30-min fallback β€” primary driver: 308/356 (86.5%) wakes are fallback-driven, consistent with avg_gap_min=31","MISSING: w351 logged '#2390 +84bps already gone' β€” an 84bps edge (3Γ— the typical fill range) appeared and was consumed before arb-hunter arrived; watcher has no"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and near-exclusive source (21/23 visible deals); LP anchors stale-oracle swaps that arb-hunter exploits via CEX feed advantage","available":"ok β€” 152 deals, active, $94.23/5h burn c"},{"agent":"vulture-andrew","fit":"maybe","why":"2 lifetime deals (arb-hunter took vulture's posted intents); also competes for same LP edges so fit is partial/competitive; vulture's PID de","available":"degraded β€” armed=true but pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents for DCA; could generate taker-positive anchors but currently lot-size blocked","available":"blocked β€” sMSFT 0.03 < LP-Maker floor 0."},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps when assets dislocated; could generate stale-oracle anchors arb-hunter could exploit","available":"ok but 7 deals lifetime β€” thin supply"},{"agent":"stacker-massimo","fit":"no","why":"Stock accumulator; arb-hunter explicitly skips stock intents (w356 confirms)","available":"ok β€” irrelevant surface"}],"reliableCounterparties":1,"missedOpportunities":"w351: '#2390 +84bps' swap edge was on-book but consumed before arb-hunter arrived β€” 84bps is 2.5–3Γ— the fills arb-hunter has been taking (26–33bps). Likely Vulture-Andrew took it. Whether the 30-min fallback cadence caused the miss or it was posted and consumed within a single poll interval is unmeasurable from current data β€” watcher has no sub-30min trigger for large-edge events.","wakeScript":{"wellReasonedForMission":true,"good":["quickSwapEdge pre-filter fetches live CEX price before waking the agent β€” correctly prevents false fires on taker-negative or neutral flow","SKIP_POSTERS excludes 0x8121...295E whose standard acceptIntent reverts (confirmed w355: '#2591 revert confirmed')","HWM bumped dynamically (2592β†’2642 after w355) keeps new-intent trigger accurate and avoids re-scanning old intents","Baseline-on-first-poll prevents spurious fires on pre-existing intents at watcher startup","30-min fallback matches mission's 31-min avg_gap and covers the 30-min binary expiry window scan"],"lacking":["EDGE_BPS_MIN=5 watcher pre-filter is below the agent's actual 10bps decision floor β€” watcher fires on 5-9bps intents the agent will WAIT on (w352 confirms: 'no ","No sub-30min trigger for large-edge events β€” the 84bps miss at w351 suggests a fast-moving high-value edge can appear and disappear within the fallback window"],"suggestedChange":"Raise EDGE_BPS_MIN from 5 to 10 in current.ts to match the agent's actual decision floor β€” eliminates all spurious 5-9bps wakes. Based on w352 language ('no affordable swap edge above 10bps floor'), this pattern is recurrent and fixing it i"},"issues":[{"scope":"agent","title":"EDGE_BPS_MIN=5 watcher pre-filter below agent's 10bps decision floor","detail":"Watcher fires on any swap with β‰₯5bps edge vs CEX; agent passes on anything below 10bps (confirmed w352). Each false trigger costs one full LLM wake (~$0.55/wake based on last_wake_usd). With 308/356 (86.5%) wakes already no-fill, reducing spurious triggers is the primary lever on token burn.","fix":"Set EDGE_BPS_MIN = 10 in current.ts line matching `const EDGE_BPS_MIN = 5`"},{"scope":"agent","title":"Net lifetime economics negative: $3.17 realized PnL vs $13.47 token spend","detail":"42 deals generating $3.17 realized vs $13.47 lifetime token costs = -$10.30 net. Average per-deal PnL implied ~$0.075 gross on fills that cost $0.55/wake in LLM tokens. Agent needs either higher-value fills or fewer no-fill wakes to become net positive.","fix":"Fix EDGE_BPS_MIN (above) to cut spurious wakes; separately evaluate whether expanding the binary surface (SSV binary + BTC binary when structural untakeability is resolved) could increase fill rate without proportional wake increase"},{"scope":"core","title":"BTC binary #2454 'structurally untakeable' β€” 7+ consecutive WAIT cycles cite same pattern","detail":"Arb-hunter correctly skips #2454 each cycle but the structural reason is undiagnosed. If it's a template mismatch or bad-poster pattern, other agents (vulture, mimic-ljuba, polymarket-ljuba) may also be silently skipping it, freezing a potentially valuable binary surface.","fix":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"}],"assessment":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":37,"msgs":773,"total":43640797,"totalUsd":25.7,"w5":4768163,"w5Usd":3.37,"w5PctPool":1.9,"w7":42563684,"w7Usd":24.92,"w7PctPool":1.8,"w5Son":4768163,"w7Son":35169215,"hourly":[0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0.53,0,0,0],"lastWake":{"ts":"2026-06-15T15:26:17.993Z","tokens":934294,"usd":0.71,"msgs":17}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":75.84,"realizedPnl":-17.45,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":332,"wakes":93,"firstWakeMs":1780944154000,"lastWakeMs":1781536980000,"ageMin":43,"lastWhy":"myOpenIntents empty after 2630 TTL elapsed. BTC $66,563 β†’ strike $65,700 (1.30% cushion, in fill-rate range). Must maint","repeatWakes":69,"avgGapMin":139,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551565190,"watching":"intent 2695 resolved OR deal 159 pre-fire (17:54) OR BTC +1.5% OR new BTC-ABOVE binary OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":200}},"verdict":{"summary":"Intent 2454 (BTC<$65,400) confirmed FILLED since prior summary (w64 13:13Z) β€” this is a NEW deal with Mimic-Ljuba, not one of the two pre-existing bets (159, 160); intent 2375 (BTC<$64,900) also filled (w62 11:17Z), a second new position. Intent 2505 expired without fill. Current anchor 2630 (BTC<$65,600) resting at ~1.27% cushion vs BTC $66,444. Deal 159 (b","badge":"BEAR BLEEDING ON BTC RISE","confidence":"high","bottomLine":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 (deal 159 strike era) to $66,444 (w65 baseline), invalidating every bear bet posted. Intents 2375 and 2454 were filled eagerly by Mimic-Ljuba/Polymarket-Ljuba β€” counterparties treating these as favorable (BTC stays above strike), consistent with market direction. Intent 2"},"reasoningRead":"Sound execution of the wrong problem. The anchor-and-repost loop is disciplined: consistent ~1.2–1.3% cushion, clean HALT/resume transitions (w58–w60), correct re-post trigger on fill or expiry. However, the agent is solving 'maintain a resting bear bet' rather than 'reassess whether bear bets should be posted at all given BTC has risen ~$2,000 since deal 159 was struck.' The HALT cleared at w60 (","wakeTriggers":["Intent 2630 resolved (filled or TTL expiry) β†’ re-post anchor","Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β†’ attempt settlement","BTC +1.5% from $66,443.76 baseline (~$67,390) β†’ posture reconsider","4h fallback (~18:17Z)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Taking ABOVE side of Bear-Yosher's BELOW bets; 3 of last 4 settled deals, fills 2375 and 2454 confirmed this cycle","available":"active β€” 20 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of last 4 settled deals; values bets against Polymarket distribution, takes mispriced BELOW bets as ABOVE","available":"active β€” 5 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"Multiple wakes ('no bearish takes on book' at w58, w60, w65) confirm no resting BELOW bets were available to take. No missed taker opportunities; agent's taker leg is starved by thin book supply. Posting its own bets is the correct fallback per mission.","wakeScript":{"wellReasonedForMission":true,"good":["Intent lifecycle trigger (2630 fill OR TTL expiry) is the right primary signal for a bet-and-repost strategy","Deal 159 pre-fire at 17:49Z (10min before betExpiry) gives time to attempt settlement β€” correctly timed","BTC adverse +1.5% triggers a wake without forcing a halt; the LLM then judges 'persistent >2% over legs' per mission β€” two-layer design is correct","4h fallback is appropriate for a patient 24h-bet strategy (not sub-minute polling)"],"lacking":["No downside BTC trigger: if BTC drops sharply toward the strike, the agent sleeps up to 4h before acting; a BTC -1% fire could let it settle profitable deals fa"],"suggestedChange":"Add a BTC -1% downside trigger (mirroring the +1.5% upside trigger) so a favorable move toward the strike wakes the agent promptly β€” currently a winning move sleeps up to 4h before settlement or taker action."},"issues":[{"scope":"agent","title":"Bear thesis unreviewed despite persistent BTC rally","detail":"BTC has risen from ~$64,500 (deal 159 era) to $66,444 across this session. Every anchor bet (2375, 2454, 2505, 2630) has been posted OTM with BTC above strike. HALT cleared at w60 on 'both assets SHORT' posture signal, but the price level context (BTC $1,900+ above deal 159 strike) argues for reasse","fix":"Add a cumulative-OTM threshold check: if all open deals are >2% OTM AND BTC has risen >3% from the oldest open deal's era, require explicit thesis reaffirmation before posting the next anchor (not just HALT logic, which only fires on rapid moves)."},{"scope":"agent","title":"Deal 159 near-certain $4 loss at 17:59Z today","detail":"BTC<$64,500 with BTC at $66,444 is 2.9% OTM. BTC would need to fall $1,944 in <3.75h to win. Watcher correctly pre-fires at 17:49Z. Loss is priced in β€” no action changes the outcome, but the USDC unlock ($4) post-expiry should trigger a USDC position update.","fix":"No fix needed for this deal; ensure post-expiry USDC wallet update is reflected in the next anchor stake calculation."},{"scope":"agent","title":"Intent 2505 expired without fill β€” strike calibration","detail":"2505 expired (w65 confirms 'myOpenIntents empty (2505 expired)') unlike 2375 and 2454 which filled quickly. The TTL window for 2505 may have been too short or strike too low to attract takers at that BTC level. The pattern: fills happen fast (~40-60min) when BTC is near the 1.2-1.3% cushion band, bu","fix":"Track fill-vs-expire ratio per anchor: if >2 consecutive expiries occur, widen the cushion to 1.5% to improve fill probability."}],"assessment":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” every field identical to the 55th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. Step-1 focus question answered: NO field has changed β€” not armed, not pid, not script, not wallet signal. This agent has never been initialized in any cycle","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 across all 56 observed cycles β€” no process ever started, no script ever deployed"},"reasoningRead":"N/A β€” no wakes, no reasoning output has ever been produced. Cannot assess reasoning quality on zero executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's mission is explicitly to take the SHORT side of LONG IndexBasket intents that index-maker would publish β€” they are designed as","available":"also 56-cycle null, never initialized β€” "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken, no intents ever posted, no book presence to miss against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null across all 56 cycles","No watcher process armed β€” the agent cannot self-start","No fallback timer β€” nothing will trigger a retry"],"suggestedChange":"Deploy a wake script and initialize the watcher process β€” this is the only move; all other analysis is moot until the agent exists."},"issues":[{"scope":"agent","title":"Agent never initialized β€” 56 null cycles","detail":"index-maker has produced 0 lifetime tokens, 0 wakes, no wake script, no process. It is not crashed β€” it was never started. Its counterpart index-taker is in the same state. The IndexBasket market is structurally absent from the fleet.","fix":"Write and deploy a wake script (current.ts), fund the wallet if needed, and arm the watcher. Until then this slot contributes nothing and index-taker remains permanently starved."}],"assessment":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” zero delta on every dimension vs 55th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no change to armed/pidAlive/script since 55th null cycle; open book items (0x57F8…B0ff sNVDA call, DeadlineSwap entries) are Options and Swap templ","badge":"NEVER ACTIVATED","confidence":"high","bottomLine":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0 lifetime. No deployment artifact exists. Corroborated by index-maker being identically offline (0 lifetime wakes, armed=false, pidAlive=false) β€” the entire IndexBasket market segment has never been activated."},"reasoningRead":"N/A β€” agent has never run. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script loaded β€” agent cannot self-start","MISSING: index-maker (sole IndexBasket intent author) is also offline β€” no supply signal even if watcher were armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Only agent authorized to post LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"OFFLINE β€” armed=false, pidAlive=false, 0"}],"reliableCounterparties":0,"missedOpportunities":"none β€” open book contains 0 IndexBasket intents this cycle. sNVDA call (0x57F8…B0ff) is an Options contract; DeadlineSwap entries are swap templates. Neither matches the IndexBasket template index-taker audits against. Even if index-taker were online, it would find nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; the agent has never been deployed","No watcher armed to poll for new IndexBasket intents from index-maker"],"suggestedChange":"Deploy a wake script that polls for LONG IndexBasket intents (template hash matching the audited IndexBasket contract) and arms with a reasonable fallback cadence (e.g., 30–60 min) β€” but this is moot until index-maker is also deployed and p"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, never armed","detail":"56 consecutive null cycles with wake_script_source=null and watcher never armed. This is not a crash or block β€” the agent has simply never been initialized/deployed. $0 lifetime token spend confirms no process has ever started.","fix":"Deploy index-taker's wake script (current.ts) and arm its watcher. Coordinate with index-maker deployment β€” both must be live simultaneously for any deal to form; deploying only one is wasted effort."},{"scope":"agent","title":"index-maker co-dependency: zero supply without it","detail":"index-taker has exactly one counterparty (index-maker), which is also at 0 lifetime wakes and armed=false. The IndexBasket market segment is fully dark on both the maker and taker side. Activating index-taker alone produces a live agent with zero intents to audit.","fix":"Treat index-maker + index-taker as a paired deployment unit. Bring both online in the same cycle; verify index-maker posts a LONG IndexBasket intent before declaring the segment live."}],"assessment":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":983,"msgs":21634,"total":1369258944,"totalUsd":825.81,"w5":137121820,"w5Usd":85.61,"w5PctPool":54.8,"w7":1367594970,"w7Usd":824.75,"w7PctPool":57,"w5Son":136015297,"w7Son":1163611529,"hourly":[10.82,20.47,27.78,11.6,14.94,19.25,21.25,9.96,7.62,9.1,10.29,14.78,14.31,14.13,20.58,12.56,16.29,15.98,16.82,9.7,21.62,10.02,13.52,12.06],"lastWake":{"ts":"2026-06-15T15:51:47.374Z","tokens":356675,"usd":0.38,"msgs":10}},"onchain":{"deals":152,"openIntents":11,"balanceUsd":749.66,"realizedPnl":-32.47,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":348,"wakes":261,"firstWakeMs":1781018900000,"lastWakeMs":1781538300000,"ageMin":21,"lastWhy":"SSV bid guard triggered inversion. Batched remaining stale/expiring quotes into one full reprice rather than two partial","repeatWakes":209,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781542503000,"watching":"PREFIRE_MAIN 16:23Z + guards (ETH bid TIGHT) + 16:55Z fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":49}},"verdict":{"summary":"PnL deteriorated -$9.7 this cycle (now -$26.5 realized vs -$16.8 prior), driven by Arb-Hunter-Tom who accounts for 21/37 visible recent deals (57%) β€” every fill is definitionally adverse selection since Arb-Hunter has CEX latency advantage over LP-Maker's 60s watcher poll. w210 spreads (ETH/BTC bid side -36/-37bps, ask side +15/+18bps) are losing the informa","badge":"BLEEDING ARB FILLS","confidence":"high","bottomLine":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection.","rootCause":{"class":"mispriced","evidence":"21/37 recent deals with Arb-Hunter-Tom (mission: exploit oracle lag via CEX feed). Realized PnL -$26.5 vs -$16.8 prior = -$9.7 this cycle. BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that window. ETH/BTC bid spreads at -36/-37bps are"},"reasoningRead":"Sound execution, wrong spread calibration. The watcher cascade during US open (w220: concurrent wakes handling stock inversions) is operationally correct. PREFIRE system preventing dark gaps is well-reasoned. BUT: the core reasoning loop still uses spreads calibrated to the book's renewal risk, not to the information cost of Arb-Hunter's CEX advantage. The agent correctly detects inversion and rep","wakeTriggers":["PREFIRE_EARLY 15:31Z β€” BTC ask + ETH bid renewal before expiry","PREFIRE_MAIN 15:48Z β€” main cluster renewal before expiry","ASK_GUARD: oracle >= ask price (inversion)","BID_GUARD: oracle <= bid price (bid inverts)","new fillable intent detected via canFill()","Fallback 16:33Z (nextFallbackMin=86)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"21/37 recent deals; primary volume source but adverse selection by design β€” CEX feed vs oracle lag means every fill where price moved >half-","available":"ok, 42 lifetime deals, actively trading"},{"agent":"stacker-massimo","fit":"yes","why":"5 recent deals on sNVDA/sAAPL/sMSFT asks within 1% of oracle β€” this is healthy taker flow, benign PnL for LP-Maker","available":"ok, 13 lifetime deals"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals β€” portfolio rebalancing swaps, likely near-oracle, neutral-to-slight adverse depending on timing","available":"ok, 26 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent deals, mission is to pick off mispriced swaps β€” secondary adverse selector; pidAlive=false but armed=true so structurally alive","available":"armed (watcher), pidAlive=false β€” waking"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; buys mispriced options/binaries β€” occasional benign swap fill","available":"ok, 5 lifetime deals"},{"agent":"rebalancer-lior","fit":"yes","why":"16 lifetime deals but 0 recent β€” sMSFT lot-size block (0.03 < floor 0.030888) prevents all rebalancing swaps this cycle","available":"blocked β€” lot-size gate unresolved"}],"reliableCounterparties":3,"missedOpportunities":"None identifiable β€” LP-Maker is the passive side; it posts and waits for takers. The inverse question (missed fills of incoming intents) is unmeasurable without seeing which new intents the canFill() guard triggered vs which LP-Maker declined on audit.","wakeScript":{"wellReasonedForMission":true,"good":["ASK_GUARD + BID_GUARD firing on oracle crossing posted prices β€” prevents holding inverted quotes; directly addresses the US open gap-up cascade seen in w220","PREFIRE_EARLY + PREFIRE_MAIN staged renewal prevents dark gaps on near-expiry intents β€” book stayed 12/12 through w221–w224 with no dark gaps","canFill() new-intent detection fires LP-Maker when fresh swap demand appears β€” correct for a liquidity-provider mission","60s poll cadence is reasonable for a quote-refresh mission; sub-second polling not needed since fills happen on-chain asynchronously","Fallback at 86min prevents indefinite sleep"],"lacking":["No post-fill reprice trigger: after Arb-Hunter/Vulture fills one side of a pair, the opposite quote is now at elevated adverse-selection risk β€” watcher doesn't ","canFill() wakes LP-Maker on every new swap intent including Arb-Hunter's optimally-priced ones β€” LLM then burns $0.16/wake to decide (often correctly) not to fi","ETH/BTC bid guards at -36/-37bps may be too wide: if Arb-Hunter can act within 30s of a 20bps move, the BID_GUARD at -36bps fires *after* the fill already happe"],"suggestedChange":"Add an adversarial-fill guard: after any fill settles against LP-Maker's address, immediately fireWake('POST_FILL: reprice remaining book after adversarial fill') β€” this closes the window where the remaining half-spread is stale and vulnera"},"issues":[{"scope":"agent","title":"ETH/BTC spreads insufficient to cover Arb-Hunter's information edge","detail":"Arb-Hunter accounts for 21/37 recent deals (57%) and -$9.7 PnL deterioration this cycle. BID_GUARDS at -36/-37bps and ASK_GUARDS at +15/+18bps are within Arb-Hunter's observable CEX-oracle delta on fast markets. Realized PnL trajectory (-$16.8 β†’ -$26.5) confirms spreads are losing the information ra","fix":"Widen ETH/BTC crypto spreads to 50-70bps half-spread (bid -50bps, ask +50bps) as baseline; the stock spreads (+21-24bps ask) are likely adequate for Stacker flow but should also widen to 35-40bps given gap-up risk at US open."},{"scope":"agent","title":"Token burn $94.26/5h (59.3% of pool) is unsustainable","detail":"204/255 wakes are repeat wakes, many likely triggered by canFill() firing on Arb-Hunter new intents, then burning $0.16/wake to audit and decline. At this rate the token pool drains in ~8h. equityVsStart +$49 masks the burn since ETH/BTC inventory appreciated.","fix":"In canFill(), filter known-adverse-selector addresses (Arb-Hunter's wallet) from triggering new-intent wakes β€” LP-Maker should not burn LLM tokens to re-audit Arb-Hunter's optimally-priced intents it will structurally decline. Alternatively, reduce repeat wake frequency by tightening only the guard "},{"scope":"agent","title":"No post-fill reprice in wake script","detail":"After an adversarial fill (Arb-Hunter/Vulture), the remaining side of the pair is at heightened risk for the same oracle move. The watcher doesn't fire a reprice wake on fill events β€” it waits for the next guard crossing or PREFIRE.","fix":"Monitor settled deals feed in runWatchLoop and fireWake('POST_FILL_REPRICE') immediately after any fill appears against LP-Maker's address β€” enables same-move second-leg protection."}],"assessment":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection.","kept":true},"overBudget":{"pct":54.8,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":80.24,"realizedPnl":19.16,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":299,"wakes":130,"firstWakeMs":1780927020000,"lastWakeMs":1781523000000,"ageMin":276,"lastWhy":"Clear high-edge taker opportunity at 23.1h horizon. BTC already $1,105 ITM for my side. Cost-implied 40% vs fair 85% = +","repeatWakes":98,"avgGapMin":88,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781541984963,"watching":"new BinaryBet appears OR stock market opens 13:30 UTC OR 2h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":40}},"verdict":{"summary":"Fallback NOT yet fired β€” nextFallbackMin=99 (down from 103 in Step-1), so ~13:41 UTC trigger; the stock-market-open wire (13:30 UTC) will beat it by ~11min. The 'Polymarket-Ljuba ↔ Mimic' entry in settled_deals_detail is unchanged from last run β€” same 3Γ—Bear-Yosher + 1Γ—Polymarket-Ljuba composition, confirming no new position since w111 (217min ago). Both BTC","badge":"BTC BETS HELD","confidence":"high","bottomLine":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger).","rootCause":{"class":"counterparty-starved","evidence":"w108–w112: 'No BinaryBet with β‰₯3pp taker edge available'; w109 Intent #1827 at βˆ’15pp, w105 Intent #1827 at βˆ’65pp, w112 board showing βˆ’10 to βˆ’65pp. Board consistently ITM for poster, leaving zero taker edge for Mimic."},"reasoningRead":"Sound and on-mission. Agent correctly applies the β‰₯3pp edge floor and one-deliberate-move rule. w110 (+27.5pp edge, deal #192) and w111 (+45pp implied edge, deal #197) were well-reasoned accepts; all intervening holds cite specific edge measurements. No churn β€” 217min silence with two open positions is patient, not stuck.","wakeTriggers":["New BinaryBet intent appears on book","Stock market opens 13:30 UTC (if watcher started before 13:30)","2h fallback (~13:41 UTC from last arm)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"3 of 4 most-recent settled deals; posts BinaryBets Mimic can take","available":"ok, 21 deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of 4 most-recent settled deals; also trades BinaryBets","available":"ok, 5 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” could overlap on same taker opportunities, competing not complementary","available":"ok, 42 deals"}],"reliableCounterparties":2,"missedOpportunities":"None β€” w108/w109/w112 each cite specific negative-edge measurements (βˆ’10 to βˆ’65pp) for every visible BinaryBet. Correct skips.","wakeScript":{"wellReasonedForMission":true,"good":["BinaryBet new-intent trigger is exact fit for a taker-copy mission β€” fires as soon as a counterparty posts","Stock-market-open trigger at 13:30 UTC covers equity-linked bets without constant polling","60s poll interval is patient and appropriate β€” not sub-minute burn","Baseline pattern prevents stale-intent false fires on startup"],"lacking":["Stock-market-open trigger is gated on baslineWasBeforeMarket: if the watcher restarts after 13:30 UTC (e.g., the market-open wake fires and the watcher relaunch"],"suggestedChange":"After firing on market-open, reset baselineTime = Date.now() when relaunching the watcher so the 13:30-UTC check works correctly across session restarts within the same trading day."},"issues":[{"scope":"agent","title":"Stock-market-open trigger blind after mid-session restart","detail":"baslineWasBeforeMarket uses Date.now() at watcher startup. If the watcher relaunches after 13:30 UTC (after consuming the market-open wake), it sets baselineTime post-market and the condition never fires again that day β€” only the 2h fallback covers it.","fix":"On watcher relaunch, either persist baselineTime across restarts (write to a temp file) or unconditionally fire at 13:30 UTC if currently in market hours on startup, not just when crossing the boundary."}],"assessment":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger).","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":106.12,"realizedPnl":6.13,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":321,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":90,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":399}},"verdict":{"summary":"Prior: dual-confirm finally fired at w47 (fast +3.89pp, slow +2.37pp); #2536 posted at implied ~$1,794. New this cycle: #2536 was NEVER filled β€” cancelled at w48 when ETH rallied $27.78 to $1,822, making the bid taker-unfavorable; agent repriced to #2547, which then expired from TTL before w49. W49 (14:36Z) re-posted #2653 at implied ~$1,830 on the strongest","badge":"ETH BID LIVE, 0 FILLS","confidence":"high","bottomLine":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip.","rootCause":{"class":"counterparty-starved","evidence":"W47 explicitly: 'No resting sellers to lift β€” two were cancelled before I could.' LP-Maker (152 deals, the natural filler) faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom (42 deals, fast CEX feed) likely front-runs and clears resting ETH supply the instant momentum clear"},"reasoningRead":"Sound execution on the right problem: the $1,794β†’$1,822 reprice at w48 was correct (LP would lose on a $28-below-market fill), short TTL cycling is intentional (don't hold stale bids if momentum reverses), and market-hours-aware universe filtering is good. One blind spot: the agent defaults to maker (bid) mode when resting ETH supply vanishes, but doesn't appear to scan for any residual offers at ","wakeTriggers":["ownIntentResolved polling every 60s β€” catches #2653 fill OR TTL expiry promptly","Momentum gap β‰₯2pp from w49 baseline (market-hours-aware: full universe 13:30-20:00 UTC, crypto-only outside)","8h fallback ~22:36 UTC Jun 15 (emergency only; intent resolution trigger makes this a backstop)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary USDC↔ETH swap liquidity (152 deals), but bleeding $94.23/5h from adverse selection β€” momentum-nikita's signal-backed buys are exactl","available":"ok / active but under adverse-selection "},{"agent":"arb-hunter-tom","fit":"no","why":"Taker-only on fast CEX feed; competes for the same resting ETH supply momentum-nikita wants to lift β€” more adversary than counterparty","available":"ok / 42 deals, likely clearing resting s"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” would sell ETH stretched above trailing average; could be a natural maker for #2653 if ETH is now 'stretched', but 7 li","available":"ok / 7 deals, infrequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for DCA; could post ETHβ†’USDC if overweight ETH, but currently blocked by lot-size gate on sMSFT β€” unclear if ETH rebal","available":"partially blocked (sMSFT gate); ETH leg "}],"reliableCounterparties":1,"missedOpportunities":"W47: two resting ETH sellers on book that cancelled before agent could lift β€” $X ETH supply that evaporated (exact value unmeasurable without bid sizes). Whether agent attempted to lift before they cancelled is unclear from the wake log; if it posted a bid without first scanning for takers, that's a sequencing gap. Otherwise no fills missed β€” #2536/#2547 were correctly cancelled/expired given mark","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved polling every 60s β€” won't miss TTL expiry or fill; 8h fallback is truly just a backstop, not load-bearing","Market-hours-aware universe (crypto-only outside 13:30-20:00 UTC) prevents phantom divergence from stale equity prices β€” precise and correct","Gap trigger fires on further leadership shift, enabling rotation wake if a new asset overtakes ETH by 2pp even while #2653 rests","Baseline captured dynamically at w49 start β€” measures fresh divergence from this wake's oracle, not a stale anchor"],"lacking":["No taker-scan at wake entry before defaulting to bid: when momentum fires and resting sellers exist, agent should attempt to lift first, then fall back to posti","No price-drift check in the poll loop: if ETH rallies another $25+ while #2653 rests, the gap trigger won't fire (gap is vs w49 baseline + ETH is still leader),"],"suggestedChange":"Add a price-drift guard in the poll loop: if current ETH price exceeds #2653's implied rate by >1%, fire a wake ('bid taker-unfavorable, reprice') β€” this catches the #2536-style scenario where momentum outruns a resting bid mid-TTL without "},"issues":[{"scope":"agent","title":"No taker-first scan when resting supply exists","detail":"W47: agent posted a bid rather than lifting two resting ETH sellers that then cancelled. On a dual-confirmed momentum signal, the agent should scan for takers first and only post a bid if book is empty.","fix":"At wake entry after dual-confirm, run a readBook scan and attempt to take the best resting ETH offer (if within 0.5% of oracle) before posting a maker bid. This turns the strongest-signal wakes into fills rather than bids."},{"scope":"agent","title":"No mid-TTL price-drift check in watcher poll loop","detail":"#2536 became taker-unfavorable ($28 move) before agent noticed at next wake (w48). The watcher polls every 60s but only checks gap vs baseline β€” doesn't check whether its own resting bid is still taker-favorable.","fix":"In the runWatchLoop callback, after fetching prices, compute `currentETH / impliedBidRate - 1`; if >+1%, fireWake('bid taker-unfavorable, ETH +X% since post') so the agent can cancel and reprice promptly rather than waiting for next wake or TTL."}],"assessment":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":288,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":287,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":223}},"verdict":{"summary":"Drought holds at 8 wakes since Jun14 13:49Z (w32). The sNVDA call now visible on book (hash 0x57F8…B0ff) is a non-audited custom template β€” does NOT carry 0xb3d66f4b…, so agent correctly ignores it. Supply-side: option-writer-matheus shows 0 open intents. Agent is alive (pidAlive=true, no errors), 6h fallback re-armed (282 min out). No change in posture sinc","badge":"SUPPLY DROUGHT","confidence":"high","bottomLine":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min).","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus: 0 open intents (only audited-Options publisher on the fleet). Last audited Option (0xb3d66f4b…) on book was w32/Jun14 13:49Z. sNVDA call on book carries 0x57F8…B0ff β€” wrong hash, rightly invisible. 8 consecutive wakes returning 'Zero audited Option intents found'."},"reasoningRead":"Sound and on-mission. Agent applies strict hash guard, uses edge bar (premium ≀2% OR expiry β‰₯4h), and is correctly patient. Not solving the wrong problem β€” the drought is a market-supply failure, not a reasoning failure.","wakeTriggers":["new intent appears with templateHash === 0xb3d66f4b… AND kind === 'Option'","6h fallback (next in 282 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited-Options publisher on fleet; 26 lifetime deals but currently 0 open intents β€” primary drought cause","available":"health ok, 26 lifetime deals, 0 open int"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call (0x57F8…B0ff, 0.17 USDC, 1362 min left) is on book but carries an unaudited custom hash β€” cannot safely be taken without audit verification. No audited Options were missed; filter is correctly discriminating.","wakeScript":{"wellReasonedForMission":true,"good":["Strict AUDITED_OPTION_HASH filter prevents unsafe settlement β€” correctly excludes the 0x57F8…B0ff custom intent","6h fallback handles supply droughts without burning tokens on empty loops","Baseline seen-set prevents re-firing on stale intents already evaluated and rejected"],"lacking":["Rejected-but-not-expired intents are frozen in seen set: if an option's edge improves (deeper ITM, approaching expiry) after being rejected at w34/w35, agent wo"],"suggestedChange":"Track rejected intents (failed edge bar) separately from seen baseline; re-evaluate them each poll cycle for improving edge (expiry <1h OR deeper ITM), rather than waiting up to 6h for the fallback to surface them again."},"issues":[{"scope":"core","title":"Custom sNVDA option (0x57F8…B0ff) unevaluable β€” hash whitelist limits option-taker's reach","detail":"An sNVDA call (strike $210.13, 0.17 USDC premium, 1362 min remaining) sits on book from a non-writer source, but option-taker's single-hash filter correctly excludes it. This is right behavior, but the fleet loses access to option supply from any template beyond one audited hash β€” deepening drought ","fix":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."}],"assessment":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min).","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40073579,"w7Usd":9.97,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0.38,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.71,"realizedPnl":-8.3,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":293,"wakes":36,"firstWakeMs":1781445671878,"lastWakeMs":1781533125000,"ageMin":107,"lastWhy":"Blockers are supply gap (sNVDA) and missing buyer signal (options), not pricing or data. Repricing either leg is futile ","repeatWakes":0,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781545266840,"watching":"market open + post-rebalance window at 14:35 UTC (or 4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":95}},"verdict":{"summary":"w36 (11:26 UTC) was the last observation wake; ranking rotation confirmed (sNVDAβ†’sMSFT as ENGINE 2 target), intent 2388 (sNVDA bid, 12 USDC @ oracle mid) left to expire ~12:03 UTC as planned. W37 wake-script is armed and time-gated on REBALANCE_WINDOW_START epoch 1781544900 (14:35 UTC); snapshot was taken ~12:52 UTC (nextFallbackMin=154 β†’ fallback ~15:26 UTC","badge":"AWAITING 14:35 GATE","confidence":"medium","bottomLine":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer.","rootCause":{"class":"counterparty-starved","evidence":"ENGINE 1 (options, 30% sleeve): option-taker-matheus in 8-wake drought, 0 audited option 0xb3d66f4b on book since Jun14 13:49Z β€” no buyer exists. ENGINE 2 (stock, 70% sleeve): time-gated on 14:35Z window; sMSFT is the target after sNVDA removed from ranking; LP-Maker is the only reliable fill counte"},"reasoningRead":"Sound, and solving the right problem. Agent correctly identified the ranking rotation at w36, correctly let intent 2388 expire without repricing (supply constraint diagnosed as root cause, not price), correctly parked ENGINE 1 after 11+ zero-fill wakes. The time-gate approach for the post-market rebalance is mission-appropriate. Zero repeat_wakes confirms no churn. One structural concern: if optio","wakeTriggers":["now >= REBALANCE_WINDOW_START (epoch 1781544900 = 14:35 UTC 2026-06-15)","4h fallback at ~15:26 UTC (nextFallbackMin=154 from snapshot ~12:52 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for sMSFT swap β€” 8/8 recent settled deals; but absorbing adverse selection at $94.23/5h burn, may widen spread","available":"ok, 152 lifetime deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Trades sMSFT/sAAPL/sNVDA but as a taker-first accumulator posting bids at oracle+0.5% β€” unlikely to post sells option-writer needs","available":"ok, 13 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also targets sMSFT but lot-size gated (balance 0.03 < floor 0.030888) β€” currently blocked from posting","available":"blocked by lot-size gate"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural ENGINE 1 buyer for ETH/BTC options, but in 8-wake drought β€” 0 audited option on book since Jun14 13:49Z","available":"drought, 0 open intents"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Intent 2388 (sNVDA bid at oracle mid, w34) was the rational move given a $9.99 deficit vs target; letting it expire without churn-repricing was correct. ENGINE 1 option opportunities unmeasurable: option-taker in drought with 0 on-book options means no option intents existed to take.","wakeScript":{"wellReasonedForMission":true,"good":["Targets the specific post-market-open rebalance window (14:35 UTC) that is mission-critical for the stock sleeve β€” not a generic cadence","Epoch constants are correct: MARKET_OPEN_UTC=1781540400 (13:30 UTC) and REBALANCE_WINDOW_START=1781544900 (14:35 UTC) match stated intent","60s poll is appropriate for a time-gated condition β€” fires within 1 min of threshold without sub-minute spam","4h fallback ensures recovery if process restarts near the window; zero-LLM, fully deterministic"],"lacking":["Single-use label ('wake 37: post-market-open rebalance') β€” once fired, if sMSFT swap is partial or unfilled, the next wake script needs to be reasoned from scra","No ENGINE 1 trigger path: the options sleeve (30% allocation) has 0 mechanism to wake when option-taker resurfaces; it only wakes when the stock sleeve's time-g"],"suggestedChange":"In w37, pre-author a follow-on wake script before ending the wake, branching on fill outcome: (a) filled β†’ idle / ranking watch cadence, (b) partial/unfilled β†’ repost logic with updated intent, (c) ENGINE 1 resume trigger if option-taker po"},"issues":[{"scope":"agent","title":"ENGINE 1 (options sleeve) structurally idle β€” 11+ wakes, 0 demand, no fallback posture","detail":"The 30% option-writing sleeve posted at progressively tighter premiums (3%β†’1.5%) across 11+ wakes with zero fills; option-taker-matheus is in 8-wake drought. The sleeve is allocated 30% of mission capital but generating 0 activity with no defined recovery posture.","fix":"After N consecutive ENGINE 1 zero-fill wakes (e.g. 5), temporarily reallocate the sleeve's budget to ENGINE 2 stock buys; add a wake trigger that resumes ENGINE 1 when option-taker posts an audited option on-book."},{"scope":"agent","title":"Single-use wake scripts create continuity risk on failed or partial fills","detail":"Each wake script is purpose-built for one specific wake. If the 14:35Z sMSFT attempt is partial or unfilled (LP-Maker widens spread due to bleeding), the follow-on logic must be reconstructed from scratch in the next wake rather than already being encoded.","fix":"Pre-author the post-w37 wake script during w37 itself, covering all three outcome branches (filled, partial, unfilled) before ending the wake."},{"scope":"core","title":"Options market bilateral drought β€” no supply, no demand","detail":"Option-writer has 0 open intents (ENGINE 1 paused after 11+ zero-fill wakes); option-taker is in 8-wake drought (0 audited option 0xb3d66f4b on book since Jun14 13:49Z). Neither side is active. This is a fleet-level structural freeze, not either agent's fault in isolation.","fix":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."}],"assessment":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":57,"msgs":1088,"total":54734888,"totalUsd":24.39,"w5":5684294,"w5Usd":3.79,"w5PctPool":2.3,"w7":54734888,"w7Usd":24.39,"w7PctPool":2.3,"w5Son":5684294,"w7Son":30113848,"hourly":[1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23,0],"lastWake":{"ts":"2026-06-15T15:51:04.761Z","tokens":263616,"usd":0.31,"msgs":8}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":315,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":313,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1131}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) has moved further ITM: BTC was $65,716 (+$816) at w58 (10:53Z Jun15, 254 min ago), now at $66,264 (+$1,364 above strike) per fleet data β€” gap widened by +$548 since prior summary, strongly ITM. Both maker binaries confirmed still open (open_intents=2): #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) β€” 0 ","badge":"PARKED ITM SOLID","confidence":"high","bottomLine":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent.","rootCause":{"class":"maker-only","evidence":"open_intents=2 (#1827 sMSFT<$420 at 79.94%, #1916 sNVDA>$195 at 77.93%) resting since w56/w57 with 0 fills; no takers have matched. Deal #190 is simply waiting for expiry β€” on-mission, not blocked."},"reasoningRead":"Sound and on-mission. w58 accepted deal #190 with 27.8pp edge (BTC $816 above strike, now $1,364). Maker binaries posted with Polymarket-calibrated implied probabilities. Prior sAAPL horizon-exit was handled correctly across w54-w56. Agent is not churning β€” it's patient with a clear expiry event on the horizon.","wakeTriggers":["DEAL_190_WAKE_AT_MS: time-based, fires at ~10:32Z Jun16 (5 min before 10:37Z expiry)","ownIntentResolved on #1827 or #1916 (fill or expiry)","new binaryBet or option intent appearing on book (scanned every 60s)","24h absolute fallback (~10:37Z Jun16, coincides with deal expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary binary taker (42 deals); could take the other side of #1827/#1916 if oracle lags price into edge territory","available":"awake, 42 deals, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries β€” high implied ITM makers (#1827/#1916) are candidates, but pidAlive=false as of this cycle","available":"armed=true but pidAlive=false β€” structur"},{"agent":"mimic-ljuba","fit":"maybe","why":"Prior custom-live deal; mirrors BinaryBets β€” could independently post/take matching binaries","available":"ok, 20 deals"},{"agent":"bear-yosher","fit":"no","why":"Mission is crypto-down / tech-equities-up; would not take NO on sNVDA>$195 (requires bearish NVDA view) or YES on sMSFT>$420","available":"ok, 21 deals"}],"reliableCounterparties":1,"missedOpportunities":"None visible. Watcher polls readOpenIntents every 60s filtering binaryBet/option kinds β€” no new wake since w58 (254 min) means no qualifying new intent appeared on book since then. Measurable and clean.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based DEAL_190_WAKE_AT_MS fires 5 min before expiry β€” precise settle window, no guesswork","ownIntentResolved on both maker binaries (#1827, #1916) ensures fills/expirations are acted on promptly","New binaryBet/option scan every 60s directly serves the core mission (find mispriced takeable intents)","Zero-LLM, PID written on start, 24h fallback β€” structurally clean","60s poll cadence is appropriate: patient agent, not sub-minute noise"],"lacking":["New-binary/option scan has no size or kind pre-filter β€” in a busier book it would fire on tiny or irrelevant intents before the agent can assess them; harmless ","No monitoring of deal #190 settlement status (e.g., if it settles early or is disputed); agent only watches the time trigger"],"suggestedChange":"Add a minimum USDC notional filter to the new-binary/option scan (e.g., skip intents where give or want < 5 USDC) to suppress spurious wakes from dust-size intents without missing real taker opportunities."},"issues":[{"scope":"agent","title":"Maker binaries #1827/#1916 unfilled with only 1 reliable counterparty","detail":"sMSFT<$420 at 79.94% and sNVDA>$195 at 77.93% have rested since w56/w57 with no takers. Only arb-hunter-tom is a realistic match; vulture-andrew (the other likely binary taker) is pidAlive=false this cycle.","fix":"Consider posting at slightly lower implied probability (e.g., 75-76%) to widen the spread and attract arb-hunter or mimic-ljuba; or accept the thin-book reality and wait β€” both are directionally sound ITM positions."},{"scope":"core","title":"Vulture-Andrew pidAlive=false reduces binary taker depth fleet-wide","detail":"Vulture is the second most active binary taker (46 deals) and its repeated PID death (armed=true, pidAlive=false) leaves ljuba's maker binaries with fewer counterparties across multiple cycles.","fix":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."}],"assessment":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":106.23,"realizedPnl":6.23,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":343,"wakes":59,"firstWakeMs":1780939200000,"lastWakeMs":1781535000000,"ageMin":76,"lastWhy":"BTC -1.89pp most underweight. sMSFT at target. USDC freed by fill deployed to BTC DCA. No favorable takes on book.","repeatWakes":53,"avgGapMin":171,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781542260244,"watching":"BTC DCA #2663 resolves (fill or expiry)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":45}},"verdict":{"summary":"LOT-SIZE BLOCK RESOLVED this cycle: after 3+ wakes stuck at sMSFT 0.03 < LP-Maker floor 0.030888, the 14:39Z trim (w52) priced at -0.75% (vs -1.01% prior) found a fill β€” w53 confirms 'sMSFT at target' and 'USDC freed by fill'. BTC DCA intent #2663 posted at 14:50Z; watcher now armed on its resolution (fill or expiry ~15:50Z, 2h fallback ~16:50Z). settled_dea","badge":"BLOCK CLEARED, BTC DCA LIVE","confidence":"high","bottomLine":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window).","rootCause":{"class":"maker-only","evidence":"BTC DCA #2663 posted at 14:50Z; w53 explicitly notes 'No favorable takes on book' β€” now waiting for LP-Maker or another counterparty to take the swap; sMSFT gate no longer blocking"},"reasoningRead":"Sound and adaptive: agent correctly diagnosed that a 0.26pp pricing improvement (-1.01% β†’ -0.75%) would expand the counterparty pool for the sMSFT trim. Non-churning β€” each wake advanced state (approval β†’ trim β†’ BTC DCA). On-mission throughout.","wakeTriggers":["ownIntentResolved: #2663 (fill or expiry ~15:50Z)","2h fallback ~16:50Z"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap market maker (152 deals), most likely taker for BTC DCA if within LP spread","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"42 deals, takes swap arb opportunistically β€” may cross if BTC drift creates a spread","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” mission is one patient DCA slice per wake; no evidence of fillable intents skipped. Note: the sMSFT trim that filled was NOT via LP-Maker (whose floor 0.030888 > balance 0.03); counterparty was 0xBd6a…9863 β€” an external or non-LP address that has smaller minimum lot tolerance. This is an important signal: LP-Maker lot floor is a structural friction for small sMSFT trims, but the market has ","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: ownIntentResolved fires on actual fill/expiry, not a blind timer","2h fallback ensures wake even if the resolution event is missed","60s poll is appropriate for a ~60-min expiry window on intent #2663","Wake label 'sAAPL DCA next' shows agent is mid-plan and knows the next target without a cold re-derive"],"lacking":["If #2663 fills before stock-oracle-open (13:30Z tomorrow), the 2h fallback fires generically β€” potentially re-running the 'stocks closed / no USDC' no-op wakes ","Watcher has no awareness of LP-Maker's lot-floor for the next stock trim β€” the same balance-vs-floor friction can recur silently on sAAPL"],"suggestedChange":"After fill, compute next 13:30Z UTC for the sAAPL fallback deadline instead of a generic +2h, so the post-BTC wake doesn't land at a 'stocks closed' dead zone."},"issues":[{"scope":"agent","title":"Post-fill fallback may land outside stock-oracle window again","detail":"If BTC DCA #2663 fills before ~11:30Z tomorrow, the +2h fallback puts the sAAPL DCA wake in pre-market, recreating the w47-w50 no-op sequence that cost 4 wakes and $0.65 each.","fix":"In the next wake script (post-BTC fill), set fallbackMs to align with the next 13:30Z stock-oracle-open rather than wall-clock +2h."},{"scope":"agent","title":"LP-Maker lot floor is a recurring structural friction for small stock trims","detail":"sMSFT trim was only fillable by 0xBd6a…9863 (non-LP), not LP-Maker (floor 0.030888 > balance 0.03). If sAAPL or sMSFT trim sizes fall below LP-Maker's per-instrument floor again, the agent will hit the same gate. The -0.75% price level appears to be the threshold that attracts non-LP liquidity.","fix":"CLAUDE.md should note the LP-Maker floor per instrument and the observed price level (-0.75%) that clears the non-LP market; or the DCA plan should size trims to stay β‰₯ LP-Maker floor."}],"assessment":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window).","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":12,"msgs":308,"total":18080290,"totalUsd":6.06,"w5":1543755,"w5Usd":0.81,"w5PctPool":0.6,"w7":18080290,"w7Usd":6.06,"w7PctPool":0.8,"w5Son":1543755,"w7Son":4771872,"hourly":[0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:40:00.810Z","tokens":1543755,"usd":0.81,"msgs":28}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":102.06,"realizedPnl":2.06,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":337,"wakes":86,"firstWakeMs":1780948343000,"lastWakeMs":1781537880000,"ageMin":28,"lastWhy":"[object Object]","repeatWakes":77,"avgGapMin":116,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781540685130,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":19}},"verdict":{"summary":"w79–w82 (13:24–14:55Z): Bid 2466 was NOT filled β€” oracle drifted 2.01% by w80, forcing a cancel and replacement with bid 2624. LP-Maker-Matheus then filled 2624 (w81) and 2661 (w81b) in rapid 11-min succession, pushing sNVDA holdings to 0.224438 (~$47) with bid 2662 now live (~$10 locked, $10 free). Bug 2 materialized at w82: stale state.json read in a concu","badge":"ACCUMULATING FAST","confidence":"high","bottomLine":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","rootCause":{"class":"counterparty-starved","evidence":"sMSFT has no taker path while misses=0 is maintained by frequent sNVDA fills. sNVDA accumulation itself is healthy β€” LP-Maker is the reliable counterparty filling bids in under 15 min. sMSFT 2337 has not been taken since w73; rotation counter never climbs above 0."},"reasoningRead":"Sound and on-mission for sNVDA. The rapid LP-Maker fills are exactly what the mission wants. However, the agent is solving sNVDA accumulation correctly while producing a structural sMSFT lockout as a side effect β€” the misses=0 reset-on-any-fill logic means sMSFT can only be reached when sNVDA bids expire without a fill, which LP-Maker prevents. The agent doesn't appear to reason about this; it's a","wakeTriggers":["bid 2662 resolves (fill or expiry)","sNVDA oracle drifts >0.5% from base $209.71","new LP-sized sNVDA sell (3–12 USDC) appears on book","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 visible settled deals; filled 2624 and 2661 in under 22 min combined β€” primary and reliable","available":"active, 152 lifetime deals, health ok"},{"agent":"swing-nikita","fit":"yes","why":"2 settled deals; provides sNVDA sell-side opportunistically","available":"ok, 7 deals lifetime"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1 settled deal, external wallet β€” availability opaque","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT resting intent 2337 was within ceiling at w73–w76 but not taken due to misses=0 locking out the rotation branch. Missed 2–3 sMSFT acquisition windows since last summary. sAAPL sell-side noted at oracle+ in w77 but not taken (LP spread too wide). No other measurable misses on sNVDA.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own bid 2662 resolution β€” correct: next lot depends on this","Fires on sNVDA oracle drift >0.5% β€” matches bid-refresh threshold exactly","Fires on new LP-sized sNVDA sell (3–12 USDC) β€” catches the exact take opportunity mid-cycle","45-min fallback is well-sized for a ~2h avg gap agent that also needs oracle freshness"],"lacking":["ORACLE_BASE_SNVDA hardcoded at $209.71 β€” will produce false/missed drift signals if sNVDA moves significantly before bid 2662 resolves (though 45-min fallback m","LP sell filter caps at 12 USDC β€” a 13–15 USDC sNVDA sell from LP would not trigger a mid-cycle wake (45-min fallback catches it eventually)"],"suggestedChange":"Read live oracle price at watcher init to set ORACLE_BASE_SNVDA dynamically rather than hardcoding $209.71, eliminating the drift miscalculation risk when the watcher is armed after a large price move."},"issues":[{"scope":"agent","title":"Bug 1: sMSFT rotation permanently gated by misses=0 reset on sNVDA fills","detail":"The consecutive-misses counter resets to 0 every time ANY sNVDA bid fills (including LP-Maker fills). With LP-Maker filling bids in under 15 min, misses never accumulates, and sMSFT is unreachable. 0 sMSFT deals across the full observation window despite sMSFT 2337 being within ceiling at w73.","fix":"Decouple the rotation counter from fill events: increment misses only when a sNVDA *take* opportunity was present and passed; reset on a sNVDA *take* (not a fill of a posted bid). Or add a time-based sMSFT window (e.g. every N wakes regardless of misses)."},{"scope":"agent","title":"Bug 2: Stale state.json read in concurrent session caused duplicate intent 2664","detail":"w82 fired concurrently with w81b; w82 read pre-w81b state.json and posted lot 2664 as a duplicate, which required a cancel tx (0x34c3e2a071a9…). Agent noted the fix rule in its reasoning but the wake script itself does not enforce a state.json freshness read at startup.","fix":"Add an explicit state.json read as the first step of each wake session before any intent-posting decision, and gate on the last-modified timestamp to abort if a concurrent session is active (e.g., check for a lock file or compare state.json mtime to process start time)."}],"assessment":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":7,"msgs":134,"total":6073405,"totalUsd":2.57,"w5":1191780,"w5Usd":0.71,"w5PctPool":0.5,"w7":5293936,"w7Usd":2.01,"w7PctPool":0.2,"w5Son":1191780,"w7Son":2547893,"hourly":[0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:45:50.196Z","tokens":563368,"usd":0.34,"msgs":14}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":102.35,"realizedPnl":2.33,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":310,"wakes":51,"firstWakeMs":1780924988000,"lastWakeMs":1781538281083,"ageMin":21,"lastWhy":"No actionable dislocations above 1.5% threshold. sNVDA signal narrowing; intent rides to natural expiry.","repeatWakes":36,"avgGapMin":204,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781549137697,"watching":"intent 2689 resolves or new sNVDA buyer appears (3h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":159}},"verdict":{"summary":"Prior crypto-sell silence is now fully explained: zero ETH/BTC/SSV inventory makes sell-side fades structurally impossible regardless of dislocation magnitude. Since w42 the agent correctly pivoted to sNVDA once equities market opened (13:39Z): posted intent 2551 (+2.16% above trailing), then accepted deals 200 and 202 back-to-back from Stacker-Massimo (+1.9","badge":"FADING sNVDA CLEANLY","confidence":"high","bottomLine":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","rootCause":{"class":"structural","evidence":"Zero ETH/BTC/SSV holdings block all crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline. sNVDA inventory (0.08305 remaining) is actionable and being actively worked via intent 2689."},"reasoningRead":"Sound and on-mission. Agent correctly diagnosed crypto sell gap at w41-w43, pivoted without deviation to sNVDA at w44 once stocks went live, then demonstrated learned behavior at w45-w46 (accepting resting buyers beats reposting β€” explicitly cited as the rationale). No churn, no off-mission drift, threshold application consistent across wakes.","wakeTriggers":["intent 2689 resolves (filled or expired) via ownIntentResolved","new sNVDA buyer appears on book via newMatches filter (USDCβ†’sNVDA legs)","2h fallback (7200s) covers all other asset classes and market shifts","MISSING: no intra-loop check for crypto buy-dip signals β€” if BTC/ETH/SSV dips below baseline while intent 2689 is open, the 2h fallback is the only catch"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Confirmed taker of sNVDA asks: deals 200 and 202 both settled ↔ Stacker; mission is exactly 'take resting sNVDA/sAAPL/sMSFT asks within ~1% ","available":"ok (13 lifetime deals, health ok)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep swap liquidity but LP-Maker is the ask side for rebalancers, not a natural sNVDA buyer; could fill in a pinch but not the primary taker","available":"ok (152 deals, health ok, but adverse-se"},{"agent":"rebalancer-lior","fit":"no","why":"Lot-size blocked (sMSFT balance 0.03 < floor 0.030888); even if sNVDA were its target, the gate has blocked all rebalancer trades since prio","available":"blocked (gate refusing every attempt)"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. Crypto sells are inventory-blocked (mission-coherent, not a miss). sNVDA has been actively traded every wake where dislocation exceeded threshold since stock market open. Intent 2689 is live β€” the current opportunity is being worked.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires immediately on fill or expiry of intent 2689 β€” no stale intent left rotting","newMatches filter (USDC posterGives + sNVDA posterWants) is precise: targets exactly the buyer profile that lets swing-nikita accept-and-settle without repostin","2h fallback covers all other signals (crypto dip, stock market close, new instrument dislocation)","Zero-LLM polling loop, 60s poll cadence β€” efficient, no burn"],"lacking":["No intra-loop price check for crypto buy-dip (ETH/BTC/SSV falling below baseline): if one dips while intent 2689 is open, the 2h fallback is the only trigger β€” ","Watcher is sNVDA-only by construction; if sNVDA goes sub-threshold before 2689 fills, agent could sit idle for up to 2h even if another stock (sAAPL, sMSFT) dis"],"suggestedChange":"Add a multi-asset deviation check in the runWatchLoop body: if any held or watchlisted asset crosses the buy-dip or sell-strength threshold, fireWake immediately β€” this would replenish crypto inventory on dips and catch stock rotations with"},"issues":[{"scope":"agent","title":"Crypto sell-fades structurally impossible until a buy-dip replenishes inventory","detail":"ETH/BTC/SSV have been above baseline for multiple consecutive cycles (ETH +3.74%, BTC +2.43%, SSV +3.07% at last read) β€” strong sell signals β€” but agent holds zero units of each. The agent correctly reports this and doesn't error; however, the situation self-perpetuates: no buy-dip β†’ no inventory β†’ ","fix":"Mission scoping question, not a bug. If crypto inventory starvation is chronic, consider adding a small forced-accumulation rule in CLAUDE.md: 'if no crypto held and a buy-dip appears on any crypto asset, take a minimum lot even if dislocation is marginal, to seed sell-fade capacity.' Otherwise acce"},{"scope":"agent","title":"Wake script blind to non-sNVDA dislocations while intent 2689 is open","detail":"Current watcher only fires on intent 2689 resolution, new sNVDA buyers, or 2h fallback. If sAAPL or sMSFT dislocates within that window, the agent sleeps up to 2h before noticing.","fix":"Add a lightweight multi-asset price check (oracle vs trailing avg for all watchlisted symbols) inside the runWatchLoop body; fireWake if any asset crosses the sell-strength or buy-dip threshold. This is a single additional belt.tools call per 60s tick."}],"assessment":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":218,"msgs":4333,"total":253294012,"totalUsd":147.59,"w5":13094583,"w5Usd":9.51,"w5PctPool":5.2,"w7":253294012,"w7Usd":147.59,"w7PctPool":10.6,"w5Son":13094583,"w7Son":194731654,"hourly":[1.76,4.1,1.2,1.08,1.37,1.39,3.05,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12,2.3,0.38,0.38,2.34,0.51,1.3,3.88],"lastWake":{"ts":"2026-06-15T15:31:09.315Z","tokens":953961,"usd":0.81,"msgs":14}},"onchain":{"deals":46,"openIntents":3,"balanceUsd":105.37,"realizedPnl":5.38,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":326,"wakes":257,"firstWakeMs":1780945920000,"lastWakeMs":1781538000000,"ageMin":26,"lastWhy":"SSV -$0.01 inflated 2684 above upper tolerance. sMSFT +$0.33 eroded 2687 below lower tolerance. CMQ correctly caught SSV","repeatWakes":215,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781540786372,"watching":"25 intents, none takeable; soonestExpiry=1781541470; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":130,"nextFallbackMin":20}},"verdict":{"summary":"PID death UNDIAGNOSED and recurring for 8+ cycles (this cycle: pidAlive=false, armed=true, nextFallbackMin=30); no root-cause investigation visible in w214-w221 wake logs. Gap-protect is compensating effectively: all 8 wakes this cycle (w214-w221) fired and refreshed 6 baits with ~1h TTL each. Current 6 baits (IDs 2681+ posted w221 15:16 UTC) expire ~16:16; ","badge":"PID DEAD / COMPENSATED","confidence":"high","bottomLine":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","rootCause":{"class":"structural","evidence":"pidAlive=false every observed cycle (prior summary: PID 198107 dead at w205 10:07; current: same pattern, nextFallbackMin=30). Wake loop executes correctly (wakes_failing=false, wake_error=null) β€” the issue is the watcher node process dying between wakes, killing the 30s polling loop for up to ~2h p"},"reasoningRead":"Sound and on-mission. Each wake (w214-w221) correctly identifies drift direction (bidirectional crypto/stock moves), applies gap-protect, and posts 6 fresh baits with ~1h TTL. w217 temporarily held 5 baits (USDC floor hit) and recovered by w218. CMQ stock blindness is handled with manual detection β€” reasonable short-term workaround but not a fix. Reasoning is correct; the unsolved problem is instr","wakeTriggers":["pre-expiry: ~5 min before soonest bait expiry (primary driver; avg_gap_min=39 tracks bait ~1h cadence)","new takeable edge β‰₯1% via scan-edges (only active when polling loop alive)","quote erosion/undercut via check-my-quotes (only active when polling loop alive; blind to stock prices)","2h hard fallback","MISSING: active polling loop is dead (pidAlive=false) β€” ~30 min edge/erosion blind spot each cycle until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 swaps settled this cycle β€” primary swap counterparty","available":"ok, 152 lifetime deals"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 swaps settled this cycle β€” active taker of vulture baits","available":"ok, 42 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"2 swaps settled this cycle β€” active swap counterparty","available":"ok, 26 deals"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable during PID-dead polling gap (~30 min/cycle): scan-edges does not run while pidAlive=false, so any takeable edge β‰₯1% appearing and expiring within the gap is invisible. CMQ stock blindness is a second layer: w220 explicitly documents SSV +$0.01 eroding bait 2644 to 1.38% (below 1.55% floor) that 'CMQ missed' β€” caught only on the next triggered wake, meaning the under-floor bait was liv","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge β‰₯1%, pre-expiry, erosion, 2h fallback) matches the mission precisely: opportunistic taker + bait poster","Pre-seeded honeypot IDs (779, 836, 869) prevent repeat false-edge fires at zero LLM cost","30s poll interval appropriately fast for a latency-sensitive taker when the loop is alive","Pre-expiry trigger at -5 min ensures baits are refreshed before expiry even in PID-dead cycles (fallback lands at ~30 min, well inside ~60 min TTL)"],"lacking":["No self-healing on watcher PID death β€” when the node process dies, the polling loop stops silently with no alert; only the fallback timer survives","CMQ does not read stock oracle prices β€” sAAPL/sMSFT/sNVDA/SSV erosion is invisible to the watcher; documented recurring miss in w218 and w220"],"suggestedChange":"Patch check-my-quotes to include stock oracle prices (or add a parallel lightweight stock-price check before the CMQ call) β€” w218 and w220 both document the same miss, making this the highest-frequency gap in the detection loop."},"issues":[{"scope":"core","title":"Watcher PID death undiagnosed β€” persists across 8+ cycles, ~30 min polling blind spot each time","detail":"pidAlive=false every observed cycle since at least w205 (prior: PID 198107 dead 10:07; current cycle: same). The node process hosting runWatchLoop dies silently; armed+fallback masks it but creates a ~30 min window per cycle where scan-edges and check-my-quotes do not run. Exit code/signal has never","fix":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."},{"scope":"agent","title":"CMQ blind to stock oracle prices β€” stock bait erosion misses watcher detection","detail":"check-my-quotes does not fetch stock oracle prices. Documented 'known issue' in w218 (14:15 UTC) and w220 (14:52 UTC). SSV +$0.01 at w220 eroded bait 2644 from ~1.80% to 1.38% (below 1.55% lower tolerance) β€” missed by CMQ, live for minutes before caught on the next wake. Affects all stock/SSV baits.","fix":"Patch check-my-quotes to include stock oracle prices alongside crypto; or add a separate stock-price delta check in the watcher loop that fires fireWake on any move beyond a tolerance threshold."}],"assessment":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","kept":true}}],"unattributed":{"sessions":9069,"tokens":230256703,"usd":126.22,"w5":8809084,"w5Usd":4.35,"hourly":[2.01,1.36,0.38,0,0.6,0,1.04,1.69,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0,2,0.79,0.85,1.81,1.97,0.76,3.09]},"boardOverhead":{"sessions":6342,"tokens":62482655,"usd":157.86,"w5":3057816,"w5Usd":10.94,"hourly":[2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29,2.38,2.17,2.09,1.91,2.22,2.4,2.57]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2132451580,"grandUsd":1351.5,"grandSessions":16813,"attributedTokens":1839712222,"unattributedTokens":230256703,"boardTokens":62482655,"reassembledTokens":2132451580,"tokensBalance":true,"attributionPct":88.9,"multiMatchSessions":191,"sessionsScanned":11479,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":97878,"dedupedMsgs":46974,"rawTokens":4779532474,"dedupedTokens":2132451580,"dupRatio":2.241}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T16:06:17.982Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2708,"settled":203,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / spot","flow":"LP-Maker ⇄ Arb-Hunter (21/37 recent fills), LP-Maker ⇄ Vulture-Andrew (multiple this cycle), LP-Maker ⇄ Option-Writer (3 this cycle), LP-Maker ⇄ Stacker-Massimo, LP-Maker ⇄ Rebalancer-Lior","status":"Active but LP-Maker bleeding: -$26.5 realized PnL, -$9.7 this cycle"},{"market":"Binary / custom","flow":"Bear-Yosher β†’ Mimic-Ljuba + Polymarket-Ljuba (intents 2375, 2454 filled; 159, 160 live)","status":"Active; Bear-Yosher losing as BTC $66,444 sits above every bear strike"},{"market":"Options / custom","flow":"Option-Writer β†’ Option-Taker (0 deals since Jun14 13:49Z)","status":"FROZEN: 0 audited option intents on book; option-taker in 8-wake drought"},{"market":"Index basket","flow":"Index-Maker / Index-Taker (no flow)","status":"OFFLINE: both agents never initialized across 56 consecutive null cycles"}],"causalLinks":[{"cause":"Arb-Hunter-Tom's CEX feed exploits LP-Maker's 60s oracle poll gap","effect":"LP-Maker adverse selection: 21/37 recent fills (57%) to Arb-Hunter; PnL -$26.5 cumulative (-$9.7 this cycle alone, up fr","evidence":"arb-hunter: '21/23 visible settled deals are LP-Maker-Matheus (91%)'; lp-maker: 'BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that win"},{"cause":"Option-Writer-Matheus time-gated until 14:35Z, posted 0 audited option intents since Jun14 13:49Z","effect":"Option-Taker-Matheus in 8-wake drought β€” sole audited options publisher is supply-side dark; sNVDA call on book (0x57F8…","evidence":"option-taker: '8 consecutive wakes returning Zero audited Option intents found'; option-writer: 'w37 time-gated on epoch 1781544900 (14:35 UTC)'; option-writer rootCause: 'option-taker-matheus in 8-wa"},{"cause":"Arb-Hunter front-runs resting ETH supply; LP-Maker avoids adverse-selection fills on momentum-confirmed USDCβ†’ETH flow","effect":"Momentum-Nikita intent #2653 (USDCβ†’ETH, implied ~$1,830) resting with 0 fills despite LP-Maker having 152 lifetime swap ","evidence":"momentum-nikita: 'LP-Maker faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom likely front-runs and clears resting ETH supply the instant momentum clears'"},{"cause":"Swing-Nikita holds zero ETH/BTC/SSV inventory","effect":"Swing structurally unable to post crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline; pivoted e","evidence":"swing-nikita rootCause.evidence: 'Zero ETH/BTC/SSV holdings block all crypto sell-fades'; agent correctly working sNVDA intent 2689 (0.08305 remaining)"},{"cause":"Vulture-Andrew watcher node process dies between wakes β€” recurring, 8+ cycles undiagnosed","effect":"Up to ~2h gaps in the 30s gap-protect polling loop; 6 baits can go stale mid-gap; gap-protect fallback (w214–w221, 8 wak","evidence":"vulture-andrew: 'PID death UNDIAGNOSED and recurring for 8+ cycles; pidAlive=false, nextFallbackMin=36'; rootCause: 'pidAlive=false every observed cycle (prior: PID 198107 dead at w205 10:07)'"}],"insights":[{"severity":"critical","title":"4/14 agents: wakes FAILING","detail":"4 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A failure shared across the fleet β‡’ a platform/infra regression (claude binary, SDK version, shared gate), not 4 separate agent bugs. Affected: arb-hunter-tom, lp-maker-matheus, rebalancer-lior, vulture-andrew.","evidence":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","scope":"core","fix":"Inspect the shared failure: claude binary, SDK version, or a shared gate β€” fix once, fleet-wide."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"BTC binary #2454 'structurally untakeable' β€” 7+ consecutive WAIT cycles cite same pattern","detail":"Arb-hunter correctly skips #2454 each cycle but the structural reason is undiagnosed. If it's a template mismatch or bad-poster pattern, other agents (vulture, mimic-ljuba, polymarket-ljuba) may also be silently skipping it, freezing a potentially valuable binary surface.","evidence":"arb-hunter-tom","scope":"core","fix":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"},{"severity":"critical","title":"Custom sNVDA option (0x57F8…B0ff) unevaluable β€” hash whitelist limits option-taker's reach","detail":"An sNVDA call (strike $210.13, 0.17 USDC premium, 1362 min remaining) sits on book from a non-writer source, but option-taker's single-hash filter correctly excludes it. This is right behavior, but the fleet loses access to option supply from any template beyond one audited hash β€” deepening drought ","evidence":"option-taker-matheus","scope":"core","fix":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."},{"severity":"critical","title":"Options market bilateral drought β€” no supply, no demand","detail":"Option-writer has 0 open intents (ENGINE 1 paused after 11+ zero-fill wakes); option-taker is in 8-wake drought (0 audited option 0xb3d66f4b on book since Jun14 13:49Z). Neither side is active. This is a fleet-level structural freeze, not either agent's fault in isolation.","evidence":"option-writer-matheus","scope":"core","fix":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."},{"severity":"critical","title":"Vulture-Andrew pidAlive=false reduces binary taker depth fleet-wide","detail":"Vulture is the second most active binary taker (46 deals) and its repeated PID death (armed=true, pidAlive=false) leaves ljuba's maker binaries with fewer counterparties across multiple cycles.","evidence":"polymarket-ljuba","scope":"core","fix":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."}],"fleetMoves":[{"scope":"core","action":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"},{"scope":"core","action":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."},{"scope":"core","action":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."},{"scope":"core","action":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."},{"scope":"core","action":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."}],"at":"2026-06-15T16:06:37.802Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1371ms, prompt 32005b, stdout 52b, stderr 0b) stdout: You've hit your session limit Β· resets 5:50pm (UTC) (after 3 tries)","errorAt":"2026-06-15T16:06:37.802Z","staleSince":"2026-06-15T15:23:18.417Z"},"orient":{"networkState":"ARB BLEEDS LP STILL","healthDelta":"Same structural pattern as last run: Arb-Hunter settled 3 more LP-Maker swaps this cycle (cumulative 42 deals vs LP's 152), Options market remains frozen (0 audited Options on book, option-taker in 8-wake drought), and vulture-andrew PID death persists undiagnosed; only new signal is Momentum-Nikita","focusAreas":["LP-Maker bleeding from adverse selection: $94.23/5h burn, 3 Arb-Hunter + multiple Vulture deals settled this cycle β€” prior PnL was already -$16.8 and spreading further","Options market frozen: option-taker in 8-wake drought (0 audited hash 0xb3d66f4b… on book since Jun14 13:49Z), option-writer at 0 open intents β€” no options supply/demand meeting","Vulture-Andrew structural PID death: pidAlive=false again (armed=true, nextFallbackMin=34), undiagnosed across multiple cycles","Rebalancer-Lior lot-size block unresolved: sMSFT balance 0.03 < LP-Maker floor 0.030888, trim also below floor β€” gate has blocked every attempt since prior summary","Index-maker/taker: 55th null cycle each, armed=false, pidAlive=false, 0 lifetime wakes β€” completely offline with no activation signal"],"perAgentFocus":{"arb-hunter-tom":"3 more LP-Maker↔Arb-Hunter deals settled this cycle β€” is Arb-Hunter purely extracting from LP-Maker's spread, or has it taken any non-LP counterparty deals; and does its current wake cadence (nextFallbackMin=8, last_wake_min_ago=-2) indicat","bear-yosher":"The 'Bear-Yosher ↔ Mimic-Ljuba [custom] live' entry in recent deals β€” is this a new position taken since the prior summary's anchor 2454 (BTC<$65,400), or one of the two already-known bets; and with BTC at ~$66,264 (~1.3% above strike) and ","index-maker":"Any change to armed/pidAlive/script/wallet since the 55th null cycle β€” specifically, has any field changed at all, or is this the 56th identical null?","index-taker":"Any change to armed/pidAlive/script since the 55th null cycle; additionally, the open book shows '0x57F8…B0ff [custom] sNVDA call' and DeadlineSwap entries β€” do any constitute an IndexBasket intent index-taker could engage with, or is the b","lp-maker-matheus":"LP-Maker settled deals with Arb-Hunter (3x), Vulture (2x), Option-Writer (2x+), Stacker (1x) and Polymarket-Ljuba (1x) this cycle β€” which counterparty type is generating the most adverse PnL, and are the current vol-adj spreads (set at w210","mimic-ljuba":"Mimic is 213min since last wake with nextFallbackMin=103 still counting β€” has the fallback fired yet; and is 'Polymarket-Ljuba ↔ Mimic-Ljuba [custom] live' in recent deals a new position taken after w111, or a status update on one of the tw","momentum-nikita":"Intent #2536 (20 USDCβ†’ETH at implied ~$1,794) was posted at w47 β€” has it been filled, partially filled, or is it still resting (open book shows 'Momentum-Nikita gives 20 USDC β†’ wants 0.01093 ETH, 455min left'); and with ETH having rallied s","option-taker-matheus":"The open book contains '0x57F8…B0ff [custom] sNVDA call Β· strike $210.13 Β· 0.17 USDC premium (1362m left)' β€” does this intent carry the audited hash 0xb3d66f4b… option-taker requires, and if not, is that the reason for the 8-wake drought ra","option-writer-matheus":"The 14:35Z rebalance window has now passed (current time ~14:25Z+cycle elapsed) β€” did option-writer wake at or after 14:35Z, execute an ENGINE 1 sMSFT rebalance or post an option, or did it defer again; and why does it have 0 open intents i","polymarket-ljuba":"Polymarket-Ljuba is parked until ~Jun16 10:32Z (nextFallbackMin=1194) β€” with BTC currently at ~$66,264, is deal #190 (BTC>$64,900) still firmly ITM, and are maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) still resting with no fill","rebalancer-lior":"The lot-size block (sMSFT 0.03 < floor 0.030888) was predicted to recur at the 13:30Z wake β€” did the agent wake and confirm the gate blocked the trim again, or has it pivoted to a different rebalance target; and is intent #2387 (1.381 USDCβ†’","stacker-massimo":"Bid #2466 (10 USDCβ†’sNVDA, 374min TTL) is visible on the open book β€” has it been filled since w78, and are the two previously flagged bugs (sMSFT rotation lock resetting only on fill, and the second unspecified bug) causing any measurable mi","swing-nikita":"All three crypto assets were above baseline at last reading (ETH +3.74%, BTC +2.43%, SSV +3.07%) β€” has swing-nikita attempted any sell-side fades since w42, and if not, is there a mission cap, spread threshold, or oracle condition preventin","vulture-andrew":"PID death recurred (pidAlive=false, armed=true, nextFallbackMin=34) β€” did gap-protect fire and refresh the 6 open baits this cycle, are those baits within their 1h TTL ceiling, and has any root-cause diagnosis begun given this is now a conf"},"ctas":[{"scope":"core","text":"Diagnose vulture-andrew's structural PID death: armed=true but pidAlive=false across multiple confirmed cycles β€” inspect the container/process supervisor to find why the watcher PID terminates between"},{"scope":"agent","text":"Fix rebalancer-lior lot-size mismatch: sMSFT balance 0.03 is below LP-Maker minimum 0.030888 AND the planned trim is also below that floor β€” agent needs either a smaller lot-size or a different trim t"},{"scope":"fleet","text":"Options supply chain is broken: option-writer has 0 open intents and option-taker has been in drought 8 wakes β€” confirm option-writer posts an audited Option (hash 0xb3d66f4b…) at next ENGINE 2 wake; "},{"scope":"fleet","text":"LP-Maker adverse selection: Arb-Hunter (42 deals) and Vulture (46 deals) are the two highest-deal-count agents and both exclusively take LP-Maker β€” consider whether LP spread vol-adj (set w210) is suf"},{"scope":"agent","text":"Activate index-maker and index-taker: 55 null cycles with armed=false, pidAlive=false β€” these agents have never run; check wallet funding and env configuration to bring them online."}],"at":"2026-06-15T15:08:19.740Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T17:06:09.099Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":98.65,"used7d":null,"used7dUsd":1310.92,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":59.1,"estPct7d":86.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":167.8,"estPct7d":208.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":179.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":183.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":19811,"tot":19811},"sonnet":{"w5":143898826,"w7":1650930610,"tot":1694810719},"haiku":{"w5":3767030,"w7":433811517,"tot":437621050}},"fleet":{"agentsUp":12,"lifetimeTokens":2132451580,"lifetimeUsd":1351.5,"sessions":16939,"deals":204,"openIntents":33,"totalIntents":2708},"oracle":{"USDC":1,"ETH":1830.82,"BTC":66898.36,"SSV":2.41,"AAPL":296.59,"NVDA":212.4,"MSFT":399.64},"oracleAt":"2026-06-15T17:05:35.286Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":896727,"w5Usd":0.55,"w5PctPool":0.4,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":896727,"w7Son":22394684,"hourly":[0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.38,"realizedPnl":3.4,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":364,"wakes":357,"firstWakeMs":1780927992000,"lastWakeMs":1781543040000,"ageMin":2,"lastWhy":"No binary latency-take (no crypto bets with CEX feed near expiry). No affordable swap edge β‰₯10bps. Regime building on ET","repeatWakes":308,"avgGapMin":30,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781538462447,"watching":"new intent >2679 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (regime closed β€” awaiting fresh dislocation)","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Alive and filling cleanly: w353 (+26bps ETH, deal 196) and w354 (+33bps ETH, deal 198) both against LP-Maker this cycle, confirming the ETH latency-edge regime first predicted at w348 is persisting. 21/23 visible settled deals are LP-Maker (91%); 2 Vulture-Andrew deals exist (arb-hunter took vulture's posted intents), so it is NOT purely LP-Maker but effecti","badge":"FILLING LP EDGES","confidence":"high","bottomLine":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix.","rootCause":{"class":"counterparty-starved","evidence":"21/23 visible deals are LP-Maker-Matheus; no deals against bear-yosher, mimic-ljuba, rebalancer-lior, stacker-massimo, or swing-nikita; only 2 Vulture-Andrew deals lifetime; zero binary deals across all 356 wakes (no near-expiry crypto binary with CEX taker in-money has materialized); w356 confirms "},"reasoningRead":"Sound and on-mission. Each WAIT wake cites a specific distinct reason: oracle convergence ≀6bps (w350), BTC binary structural pattern confirmed across 7+ priors (w352), known-poison poster revert confirmed (w355), stock-only new intents (w356). Fills at w353 and w354 cite exact bps edges and pass all caps. No churn β€” the agent is diagnosing the market correctly each wake rather than re-deriving th","wakeTriggers":["New swap intent >HWM(2642) with quickSwapEdge β‰₯5bps vs CEX","Crypto binary ≀30min to settlement with CEX taker in-money","30-min fallback β€” primary driver: 308/356 (86.5%) wakes are fallback-driven, consistent with avg_gap_min=31","MISSING: w351 logged '#2390 +84bps already gone' β€” an 84bps edge (3Γ— the typical fill range) appeared and was consumed before arb-hunter arrived; watcher has no"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary and near-exclusive source (21/23 visible deals); LP anchors stale-oracle swaps that arb-hunter exploits via CEX feed advantage","available":"ok β€” 152 deals, active, $94.23/5h burn c"},{"agent":"vulture-andrew","fit":"maybe","why":"2 lifetime deals (arb-hunter took vulture's posted intents); also competes for same LP edges so fit is partial/competitive; vulture's PID de","available":"degraded β€” armed=true but pidAlive=false"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts swap intents for DCA; could generate taker-positive anchors but currently lot-size blocked","available":"blocked β€” sMSFT 0.03 < LP-Maker floor 0."},{"agent":"swing-nikita","fit":"maybe","why":"Posts delivered swaps when assets dislocated; could generate stale-oracle anchors arb-hunter could exploit","available":"ok but 7 deals lifetime β€” thin supply"},{"agent":"stacker-massimo","fit":"no","why":"Stock accumulator; arb-hunter explicitly skips stock intents (w356 confirms)","available":"ok β€” irrelevant surface"}],"reliableCounterparties":1,"missedOpportunities":"w351: '#2390 +84bps' swap edge was on-book but consumed before arb-hunter arrived β€” 84bps is 2.5–3Γ— the fills arb-hunter has been taking (26–33bps). Likely Vulture-Andrew took it. Whether the 30-min fallback cadence caused the miss or it was posted and consumed within a single poll interval is unmeasurable from current data β€” watcher has no sub-30min trigger for large-edge events.","wakeScript":{"wellReasonedForMission":true,"good":["quickSwapEdge pre-filter fetches live CEX price before waking the agent β€” correctly prevents false fires on taker-negative or neutral flow","SKIP_POSTERS excludes 0x8121...295E whose standard acceptIntent reverts (confirmed w355: '#2591 revert confirmed')","HWM bumped dynamically (2592β†’2642 after w355) keeps new-intent trigger accurate and avoids re-scanning old intents","Baseline-on-first-poll prevents spurious fires on pre-existing intents at watcher startup","30-min fallback matches mission's 31-min avg_gap and covers the 30-min binary expiry window scan"],"lacking":["EDGE_BPS_MIN=5 watcher pre-filter is below the agent's actual 10bps decision floor β€” watcher fires on 5-9bps intents the agent will WAIT on (w352 confirms: 'no ","No sub-30min trigger for large-edge events β€” the 84bps miss at w351 suggests a fast-moving high-value edge can appear and disappear within the fallback window"],"suggestedChange":"Raise EDGE_BPS_MIN from 5 to 10 in current.ts to match the agent's actual decision floor β€” eliminates all spurious 5-9bps wakes. Based on w352 language ('no affordable swap edge above 10bps floor'), this pattern is recurrent and fixing it i"},"issues":[{"scope":"agent","title":"EDGE_BPS_MIN=5 watcher pre-filter below agent's 10bps decision floor","detail":"Watcher fires on any swap with β‰₯5bps edge vs CEX; agent passes on anything below 10bps (confirmed w352). Each false trigger costs one full LLM wake (~$0.55/wake based on last_wake_usd). With 308/356 (86.5%) wakes already no-fill, reducing spurious triggers is the primary lever on token burn.","fix":"Set EDGE_BPS_MIN = 10 in current.ts line matching `const EDGE_BPS_MIN = 5`"},{"scope":"agent","title":"Net lifetime economics negative: $3.17 realized PnL vs $13.47 token spend","detail":"42 deals generating $3.17 realized vs $13.47 lifetime token costs = -$10.30 net. Average per-deal PnL implied ~$0.075 gross on fills that cost $0.55/wake in LLM tokens. Agent needs either higher-value fills or fewer no-fill wakes to become net positive.","fix":"Fix EDGE_BPS_MIN (above) to cut spurious wakes; separately evaluate whether expanding the binary surface (SSV binary + BTC binary when structural untakeability is resolved) could increase fill rate without proportional wake increase"},{"scope":"core","title":"BTC binary #2454 'structurally untakeable' β€” 7+ consecutive WAIT cycles cite same pattern","detail":"Arb-hunter correctly skips #2454 each cycle but the structural reason is undiagnosed. If it's a template mismatch or bad-poster pattern, other agents (vulture, mimic-ljuba, polymarket-ljuba) may also be silently skipping it, freezing a potentially valuable binary surface.","fix":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"}],"assessment":"Arb-hunter is healthy and on-mission, correctly taking ETH latency edges (+26bps, +33bps this cycle) exclusively from LP-Maker (21/23 = 91% of visible deals). Two Vulture-Andrew deals exist lifetime but zero this cycle. Net economics are negative: $3.17 realized vs $13.47 lifetime token spend. The watcher's EDGE_BPS_MIN=5 pre-filter fires on edges the agent's own 10bps floor rejects β€” the single highest-leverage fix.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":37,"msgs":773,"total":43640797,"totalUsd":25.7,"w5":3337054,"w5Usd":2.3,"w5PctPool":1.3,"w7":42563684,"w7Usd":24.92,"w7PctPool":1.8,"w5Son":3337054,"w7Son":35169215,"hourly":[0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0.53,0,0],"lastWake":{"ts":"2026-06-15T15:26:17.993Z","tokens":934294,"usd":0.71,"msgs":17}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.75,"realizedPnl":-17.54,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":392,"wakes":93,"firstWakeMs":1780944154000,"lastWakeMs":1781536980000,"ageMin":103,"lastWhy":"myOpenIntents empty after 2630 TTL elapsed. BTC $66,563 β†’ strike $65,700 (1.30% cushion, in fill-rate range). Must maint","repeatWakes":69,"avgGapMin":139,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781551565190,"watching":"intent 2695 resolved OR deal 159 pre-fire (17:54) OR BTC +1.5% OR new BTC-ABOVE binary OR 4h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":140}},"verdict":{"summary":"Intent 2454 (BTC<$65,400) confirmed FILLED since prior summary (w64 13:13Z) β€” this is a NEW deal with Mimic-Ljuba, not one of the two pre-existing bets (159, 160); intent 2375 (BTC<$64,900) also filled (w62 11:17Z), a second new position. Intent 2505 expired without fill. Current anchor 2630 (BTC<$65,600) resting at ~1.27% cushion vs BTC $66,444. Deal 159 (b","badge":"BEAR BLEEDING ON BTC RISE","confidence":"high","bottomLine":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 (deal 159 strike era) to $66,444 (w65 baseline), invalidating every bear bet posted. Intents 2375 and 2454 were filled eagerly by Mimic-Ljuba/Polymarket-Ljuba β€” counterparties treating these as favorable (BTC stays above strike), consistent with market direction. Intent 2"},"reasoningRead":"Sound execution of the wrong problem. The anchor-and-repost loop is disciplined: consistent ~1.2–1.3% cushion, clean HALT/resume transitions (w58–w60), correct re-post trigger on fill or expiry. However, the agent is solving 'maintain a resting bear bet' rather than 'reassess whether bear bets should be posted at all given BTC has risen ~$2,000 since deal 159 was struck.' The HALT cleared at w60 (","wakeTriggers":["Intent 2630 resolved (filled or TTL expiry) β†’ re-post anchor","Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β†’ attempt settlement","BTC +1.5% from $66,443.76 baseline (~$67,390) β†’ posture reconsider","4h fallback (~18:17Z)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Taking ABOVE side of Bear-Yosher's BELOW bets; 3 of last 4 settled deals, fills 2375 and 2454 confirmed this cycle","available":"active β€” 20 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of last 4 settled deals; values bets against Polymarket distribution, takes mispriced BELOW bets as ABOVE","available":"active β€” 5 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"Multiple wakes ('no bearish takes on book' at w58, w60, w65) confirm no resting BELOW bets were available to take. No missed taker opportunities; agent's taker leg is starved by thin book supply. Posting its own bets is the correct fallback per mission.","wakeScript":{"wellReasonedForMission":true,"good":["Intent lifecycle trigger (2630 fill OR TTL expiry) is the right primary signal for a bet-and-repost strategy","Deal 159 pre-fire at 17:49Z (10min before betExpiry) gives time to attempt settlement β€” correctly timed","BTC adverse +1.5% triggers a wake without forcing a halt; the LLM then judges 'persistent >2% over legs' per mission β€” two-layer design is correct","4h fallback is appropriate for a patient 24h-bet strategy (not sub-minute polling)"],"lacking":["No downside BTC trigger: if BTC drops sharply toward the strike, the agent sleeps up to 4h before acting; a BTC -1% fire could let it settle profitable deals fa"],"suggestedChange":"Add a BTC -1% downside trigger (mirroring the +1.5% upside trigger) so a favorable move toward the strike wakes the agent promptly β€” currently a winning move sleeps up to 4h before settlement or taker action."},"issues":[{"scope":"agent","title":"Bear thesis unreviewed despite persistent BTC rally","detail":"BTC has risen from ~$64,500 (deal 159 era) to $66,444 across this session. Every anchor bet (2375, 2454, 2505, 2630) has been posted OTM with BTC above strike. HALT cleared at w60 on 'both assets SHORT' posture signal, but the price level context (BTC $1,900+ above deal 159 strike) argues for reasse","fix":"Add a cumulative-OTM threshold check: if all open deals are >2% OTM AND BTC has risen >3% from the oldest open deal's era, require explicit thesis reaffirmation before posting the next anchor (not just HALT logic, which only fires on rapid moves)."},{"scope":"agent","title":"Deal 159 near-certain $4 loss at 17:59Z today","detail":"BTC<$64,500 with BTC at $66,444 is 2.9% OTM. BTC would need to fall $1,944 in <3.75h to win. Watcher correctly pre-fires at 17:49Z. Loss is priced in β€” no action changes the outcome, but the USDC unlock ($4) post-expiry should trigger a USDC position update.","fix":"No fix needed for this deal; ensure post-expiry USDC wallet update is reflected in the next anchor stake calculation."},{"scope":"agent","title":"Intent 2505 expired without fill β€” strike calibration","detail":"2505 expired (w65 confirms 'myOpenIntents empty (2505 expired)') unlike 2375 and 2454 which filled quickly. The TTL window for 2505 may have been too short or strike too low to attract takers at that BTC level. The pattern: fills happen fast (~40-60min) when BTC is near the 1.2-1.3% cushion band, bu","fix":"Track fill-vs-expire ratio per anchor: if >2 consecutive expiries occur, widen the cushion to 1.5% to improve fill probability."}],"assessment":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” every field identical to the 55th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. Step-1 focus question answered: NO field has changed β€” not armed, not pid, not script, not wallet signal. This agent has never been initialized in any cycle","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 across all 56 observed cycles β€” no process ever started, no script ever deployed"},"reasoningRead":"N/A β€” no wakes, no reasoning output has ever been produced. Cannot assess reasoning quality on zero executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher process (armed=false, pidAlive=false)","MISSING: no fallback timer (nextFallbackMin=null)"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's mission is explicitly to take the SHORT side of LONG IndexBasket intents that index-maker would publish β€” they are designed as","available":"also 56-cycle null, never initialized β€” "}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never woken, no intents ever posted, no book presence to miss against","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null across all 56 cycles","No watcher process armed β€” the agent cannot self-start","No fallback timer β€” nothing will trigger a retry"],"suggestedChange":"Deploy a wake script and initialize the watcher process β€” this is the only move; all other analysis is moot until the agent exists."},"issues":[{"scope":"agent","title":"Agent never initialized β€” 56 null cycles","detail":"index-maker has produced 0 lifetime tokens, 0 wakes, no wake script, no process. It is not crashed β€” it was never started. Its counterpart index-taker is in the same state. The IndexBasket market is structurally absent from the fleet.","fix":"Write and deploy a wake script (current.ts), fund the wallet if needed, and arm the watcher. Until then this slot contributes nothing and index-taker remains permanently starved."}],"assessment":"56th identical null cycle. zero lifetime tokens, zero wakes, no wake script, no process ever started. This is not a crash or regression β€” the agent was never deployed. Nothing in the current snapshot differs from the 55th cycle by even one field.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"56th consecutive null cycle β€” zero delta on every dimension vs 55th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no change to armed/pidAlive/script since 55th null cycle; open book items (0x57F8…B0ff sNVDA call, DeadlineSwap entries) are Options and Swap templ","badge":"NEVER ACTIVATED","confidence":"high","bottomLine":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0 lifetime. No deployment artifact exists. Corroborated by index-maker being identically offline (0 lifetime wakes, armed=false, pidAlive=false) β€” the entire IndexBasket market segment has never been activated."},"reasoningRead":"N/A β€” agent has never run. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script loaded β€” agent cannot self-start","MISSING: index-maker (sole IndexBasket intent author) is also offline β€” no supply signal even if watcher were armed"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Only agent authorized to post LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"OFFLINE β€” armed=false, pidAlive=false, 0"}],"reliableCounterparties":0,"missedOpportunities":"none β€” open book contains 0 IndexBasket intents this cycle. sNVDA call (0x57F8…B0ff) is an Options contract; DeadlineSwap entries are swap templates. Neither matches the IndexBasket template index-taker audits against. Even if index-taker were online, it would find nothing to take.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists β€” wake_script_source=null; the agent has never been deployed","No watcher armed to poll for new IndexBasket intents from index-maker"],"suggestedChange":"Deploy a wake script that polls for LONG IndexBasket intents (template hash matching the audited IndexBasket contract) and arms with a reasonable fallback cadence (e.g., 30–60 min) β€” but this is moot until index-maker is also deployed and p"},"issues":[{"scope":"agent","title":"Agent never deployed β€” no wake script, never armed","detail":"56 consecutive null cycles with wake_script_source=null and watcher never armed. This is not a crash or block β€” the agent has simply never been initialized/deployed. $0 lifetime token spend confirms no process has ever started.","fix":"Deploy index-taker's wake script (current.ts) and arm its watcher. Coordinate with index-maker deployment β€” both must be live simultaneously for any deal to form; deploying only one is wasted effort."},{"scope":"agent","title":"index-maker co-dependency: zero supply without it","detail":"index-taker has exactly one counterparty (index-maker), which is also at 0 lifetime wakes and armed=false. The IndexBasket market segment is fully dark on both the maker and taker side. Activating index-taker alone produces a live agent with zero intents to audit.","fix":"Treat index-maker + index-taker as a paired deployment unit. Bring both online in the same cycle; verify index-maker posts a LONG IndexBasket intent before declaring the segment live."}],"assessment":"Index-taker has never executed a single wake across its entire lifetime ($0 tokens, 0 wakes). No change this cycle: still armed=false, pidAlive=false, no wake script. The open book's sNVDA call and DeadlineSwap entries are not IndexBasket intents and cannot trigger its mission. Supply-side counterparty index-maker is identically dead β€” even if index-taker were online, there is nothing to take.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":983,"msgs":21634,"total":1369258944,"totalUsd":825.81,"w5":115097687,"w5Usd":70.67,"w5PctPool":46,"w7":1365957884,"w7Usd":823.72,"w7PctPool":56.9,"w5Son":113991164,"w7Son":1161974443,"hourly":[0,10.82,20.47,27.78,11.6,14.94,19.22,21.28,9.96,7.62,9.1,10.29,14.78,14.31,14.13,20.58,12.56,16.29,15.98,16.82,9.7,21.62,10.02,13.52],"lastWake":{"ts":"2026-06-15T15:51:47.374Z","tokens":356675,"usd":0.38,"msgs":10}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.4,"realizedPnl":-29.09,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":408,"wakes":261,"firstWakeMs":1781018900000,"lastWakeMs":1781538300000,"ageMin":81,"lastWhy":"SSV bid guard triggered inversion. Batched remaining stale/expiring quotes into one full reprice rather than two partial","repeatWakes":209,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781542503000,"watching":"PREFIRE_MAIN 16:23Z + guards (ETH bid TIGHT) + 16:55Z fallback","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"PnL deteriorated -$9.7 this cycle (now -$26.5 realized vs -$16.8 prior), driven by Arb-Hunter-Tom who accounts for 21/37 visible recent deals (57%) β€” every fill is definitionally adverse selection since Arb-Hunter has CEX latency advantage over LP-Maker's 60s watcher poll. w210 spreads (ETH/BTC bid side -36/-37bps, ask side +15/+18bps) are losing the informa","badge":"BLEEDING ARB FILLS","confidence":"high","bottomLine":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection.","rootCause":{"class":"mispriced","evidence":"21/37 recent deals with Arb-Hunter-Tom (mission: exploit oracle lag via CEX feed). Realized PnL -$26.5 vs -$16.8 prior = -$9.7 this cycle. BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that window. ETH/BTC bid spreads at -36/-37bps are"},"reasoningRead":"Sound execution, wrong spread calibration. The watcher cascade during US open (w220: concurrent wakes handling stock inversions) is operationally correct. PREFIRE system preventing dark gaps is well-reasoned. BUT: the core reasoning loop still uses spreads calibrated to the book's renewal risk, not to the information cost of Arb-Hunter's CEX advantage. The agent correctly detects inversion and rep","wakeTriggers":["PREFIRE_EARLY 15:31Z β€” BTC ask + ETH bid renewal before expiry","PREFIRE_MAIN 15:48Z β€” main cluster renewal before expiry","ASK_GUARD: oracle >= ask price (inversion)","BID_GUARD: oracle <= bid price (bid inverts)","new fillable intent detected via canFill()","Fallback 16:33Z (nextFallbackMin=86)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"21/37 recent deals; primary volume source but adverse selection by design β€” CEX feed vs oracle lag means every fill where price moved >half-","available":"ok, 42 lifetime deals, actively trading"},{"agent":"stacker-massimo","fit":"yes","why":"5 recent deals on sNVDA/sAAPL/sMSFT asks within 1% of oracle β€” this is healthy taker flow, benign PnL for LP-Maker","available":"ok, 13 lifetime deals"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent deals β€” portfolio rebalancing swaps, likely near-oracle, neutral-to-slight adverse depending on timing","available":"ok, 26 lifetime deals"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent deals, mission is to pick off mispriced swaps β€” secondary adverse selector; pidAlive=false but armed=true so structurally alive","available":"armed (watcher), pidAlive=false β€” waking"},{"agent":"polymarket-ljuba","fit":"maybe","why":"1 recent deal; buys mispriced options/binaries β€” occasional benign swap fill","available":"ok, 5 lifetime deals"},{"agent":"rebalancer-lior","fit":"yes","why":"16 lifetime deals but 0 recent β€” sMSFT lot-size block (0.03 < floor 0.030888) prevents all rebalancing swaps this cycle","available":"blocked β€” lot-size gate unresolved"}],"reliableCounterparties":3,"missedOpportunities":"None identifiable β€” LP-Maker is the passive side; it posts and waits for takers. The inverse question (missed fills of incoming intents) is unmeasurable without seeing which new intents the canFill() guard triggered vs which LP-Maker declined on audit.","wakeScript":{"wellReasonedForMission":true,"good":["ASK_GUARD + BID_GUARD firing on oracle crossing posted prices β€” prevents holding inverted quotes; directly addresses the US open gap-up cascade seen in w220","PREFIRE_EARLY + PREFIRE_MAIN staged renewal prevents dark gaps on near-expiry intents β€” book stayed 12/12 through w221–w224 with no dark gaps","canFill() new-intent detection fires LP-Maker when fresh swap demand appears β€” correct for a liquidity-provider mission","60s poll cadence is reasonable for a quote-refresh mission; sub-second polling not needed since fills happen on-chain asynchronously","Fallback at 86min prevents indefinite sleep"],"lacking":["No post-fill reprice trigger: after Arb-Hunter/Vulture fills one side of a pair, the opposite quote is now at elevated adverse-selection risk β€” watcher doesn't ","canFill() wakes LP-Maker on every new swap intent including Arb-Hunter's optimally-priced ones β€” LLM then burns $0.16/wake to decide (often correctly) not to fi","ETH/BTC bid guards at -36/-37bps may be too wide: if Arb-Hunter can act within 30s of a 20bps move, the BID_GUARD at -36bps fires *after* the fill already happe"],"suggestedChange":"Add an adversarial-fill guard: after any fill settles against LP-Maker's address, immediately fireWake('POST_FILL: reprice remaining book after adversarial fill') β€” this closes the window where the remaining half-spread is stale and vulnera"},"issues":[{"scope":"agent","title":"ETH/BTC spreads insufficient to cover Arb-Hunter's information edge","detail":"Arb-Hunter accounts for 21/37 recent deals (57%) and -$9.7 PnL deterioration this cycle. BID_GUARDS at -36/-37bps and ASK_GUARDS at +15/+18bps are within Arb-Hunter's observable CEX-oracle delta on fast markets. Realized PnL trajectory (-$16.8 β†’ -$26.5) confirms spreads are losing the information ra","fix":"Widen ETH/BTC crypto spreads to 50-70bps half-spread (bid -50bps, ask +50bps) as baseline; the stock spreads (+21-24bps ask) are likely adequate for Stacker flow but should also widen to 35-40bps given gap-up risk at US open."},{"scope":"agent","title":"Token burn $94.26/5h (59.3% of pool) is unsustainable","detail":"204/255 wakes are repeat wakes, many likely triggered by canFill() firing on Arb-Hunter new intents, then burning $0.16/wake to audit and decline. At this rate the token pool drains in ~8h. equityVsStart +$49 masks the burn since ETH/BTC inventory appreciated.","fix":"In canFill(), filter known-adverse-selector addresses (Arb-Hunter's wallet) from triggering new-intent wakes β€” LP-Maker should not burn LLM tokens to re-audit Arb-Hunter's optimally-priced intents it will structurally decline. Alternatively, reduce repeat wake frequency by tightening only the guard "},{"scope":"agent","title":"No post-fill reprice in wake script","detail":"After an adversarial fill (Arb-Hunter/Vulture), the remaining side of the pair is at heightened risk for the same oracle move. The watcher doesn't fire a reprice wake on fill events β€” it waits for the next guard crossing or PREFIRE.","fix":"Monitor settled deals feed in runWatchLoop and fireWake('POST_FILL_REPRICE') immediately after any fill appears against LP-Maker's address β€” enables same-move second-leg protection."}],"assessment":"Arb-Hunter-Tom is the primary adverse-PnL source: 21/37 recent deals (57%), PnL -$9.7 this cycle alone. w210 spreads (+15-18bps ask, -36-37bps bid on ETH/BTC) cannot cover Arb-Hunter's CEX-oracle latency gap given 60s watcher poll interval β€” any price move > half-spread before the guard fires is free money for Arb-Hunter. Stacker-Massimo (5 deals, at-oracle) and Option-Writer (6 deals, portfolio rebalancing) are benign-to-neutral flow; Vulture-Andrew (3 deals) is secondary adverse selection.","kept":true},"overBudget":{"pct":46,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":80.24,"realizedPnl":19.16,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":359,"wakes":130,"firstWakeMs":1780927020000,"lastWakeMs":1781523000000,"ageMin":336,"lastWhy":"Clear high-edge taker opportunity at 23.1h horizon. BTC already $1,105 ITM for my side. Cost-implied 40% vs fair 85% = +","repeatWakes":98,"avgGapMin":88,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781541984963,"watching":"new BinaryBet appears OR stock market opens 13:30 UTC OR 2h fallback","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Fallback NOT yet fired β€” nextFallbackMin=99 (down from 103 in Step-1), so ~13:41 UTC trigger; the stock-market-open wire (13:30 UTC) will beat it by ~11min. The 'Polymarket-Ljuba ↔ Mimic' entry in settled_deals_detail is unchanged from last run β€” same 3Γ—Bear-Yosher + 1Γ—Polymarket-Ljuba composition, confirming no new position since w111 (217min ago). Both BTC","badge":"BTC BETS HELD","confidence":"high","bottomLine":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger).","rootCause":{"class":"counterparty-starved","evidence":"w108–w112: 'No BinaryBet with β‰₯3pp taker edge available'; w109 Intent #1827 at βˆ’15pp, w105 Intent #1827 at βˆ’65pp, w112 board showing βˆ’10 to βˆ’65pp. Board consistently ITM for poster, leaving zero taker edge for Mimic."},"reasoningRead":"Sound and on-mission. Agent correctly applies the β‰₯3pp edge floor and one-deliberate-move rule. w110 (+27.5pp edge, deal #192) and w111 (+45pp implied edge, deal #197) were well-reasoned accepts; all intervening holds cite specific edge measurements. No churn β€” 217min silence with two open positions is patient, not stuck.","wakeTriggers":["New BinaryBet intent appears on book","Stock market opens 13:30 UTC (if watcher started before 13:30)","2h fallback (~13:41 UTC from last arm)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"3 of 4 most-recent settled deals; posts BinaryBets Mimic can take","available":"ok, 21 deals"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of 4 most-recent settled deals; also trades BinaryBets","available":"ok, 5 deals"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries β€” could overlap on same taker opportunities, competing not complementary","available":"ok, 42 deals"}],"reliableCounterparties":2,"missedOpportunities":"None β€” w108/w109/w112 each cite specific negative-edge measurements (βˆ’10 to βˆ’65pp) for every visible BinaryBet. Correct skips.","wakeScript":{"wellReasonedForMission":true,"good":["BinaryBet new-intent trigger is exact fit for a taker-copy mission β€” fires as soon as a counterparty posts","Stock-market-open trigger at 13:30 UTC covers equity-linked bets without constant polling","60s poll interval is patient and appropriate β€” not sub-minute burn","Baseline pattern prevents stale-intent false fires on startup"],"lacking":["Stock-market-open trigger is gated on baslineWasBeforeMarket: if the watcher restarts after 13:30 UTC (e.g., the market-open wake fires and the watcher relaunch"],"suggestedChange":"After firing on market-open, reset baselineTime = Date.now() when relaunching the watcher so the 13:30-UTC check works correctly across session restarts within the same trading day."},"issues":[{"scope":"agent","title":"Stock-market-open trigger blind after mid-session restart","detail":"baslineWasBeforeMarket uses Date.now() at watcher startup. If the watcher relaunches after 13:30 UTC (after consuming the market-open wake), it sets baselineTime post-market and the condition never fires again that day β€” only the 2h fallback covers it.","fix":"On watcher relaunch, either persist baselineTime across restarts (write to a temp file) or unconditionally fire at 13:30 UTC if currently in market hours on startup, not just when crossing the boundary."}],"assessment":"No new position since w111 β€” confirmed. The Polymarket-Ljuba deal entry is a status echo on #192 or #197, not a third bet. Mimic holds $80.24 USDC + two open BTC-bullish positions expiring tomorrow; the visible book offers no β‰₯3pp taker edge, so holding is correct. Next wake expected at 13:30 UTC (market-open trigger).","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6240147,"w7Usd":3.64,"w7PctPool":0.3,"w5Son":0,"w7Son":4778811,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":105.21,"realizedPnl":5.22,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":381,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":150,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":339}},"verdict":{"summary":"Prior: dual-confirm finally fired at w47 (fast +3.89pp, slow +2.37pp); #2536 posted at implied ~$1,794. New this cycle: #2536 was NEVER filled β€” cancelled at w48 when ETH rallied $27.78 to $1,822, making the bid taker-unfavorable; agent repriced to #2547, which then expired from TTL before w49. W49 (14:36Z) re-posted #2653 at implied ~$1,830 on the strongest","badge":"ETH BID LIVE, 0 FILLS","confidence":"high","bottomLine":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip.","rootCause":{"class":"counterparty-starved","evidence":"W47 explicitly: 'No resting sellers to lift β€” two were cancelled before I could.' LP-Maker (152 deals, the natural filler) faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom (42 deals, fast CEX feed) likely front-runs and clears resting ETH supply the instant momentum clear"},"reasoningRead":"Sound execution on the right problem: the $1,794β†’$1,822 reprice at w48 was correct (LP would lose on a $28-below-market fill), short TTL cycling is intentional (don't hold stale bids if momentum reverses), and market-hours-aware universe filtering is good. One blind spot: the agent defaults to maker (bid) mode when resting ETH supply vanishes, but doesn't appear to scan for any residual offers at ","wakeTriggers":["ownIntentResolved polling every 60s β€” catches #2653 fill OR TTL expiry promptly","Momentum gap β‰₯2pp from w49 baseline (market-hours-aware: full universe 13:30-20:00 UTC, crypto-only outside)","8h fallback ~22:36 UTC Jun 15 (emergency only; intent resolution trigger makes this a backstop)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary USDC↔ETH swap liquidity (152 deals), but bleeding $94.23/5h from adverse selection β€” momentum-nikita's signal-backed buys are exactl","available":"ok / active but under adverse-selection "},{"agent":"arb-hunter-tom","fit":"no","why":"Taker-only on fast CEX feed; competes for the same resting ETH supply momentum-nikita wants to lift β€” more adversary than counterparty","available":"ok / 42 deals, likely clearing resting s"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations β€” would sell ETH stretched above trailing average; could be a natural maker for #2653 if ETH is now 'stretched', but 7 li","available":"ok / 7 deals, infrequent"},{"agent":"rebalancer-lior","fit":"maybe","why":"Posts delivered swaps for DCA; could post ETHβ†’USDC if overweight ETH, but currently blocked by lot-size gate on sMSFT β€” unclear if ETH rebal","available":"partially blocked (sMSFT gate); ETH leg "}],"reliableCounterparties":1,"missedOpportunities":"W47: two resting ETH sellers on book that cancelled before agent could lift β€” $X ETH supply that evaporated (exact value unmeasurable without bid sizes). Whether agent attempted to lift before they cancelled is unclear from the wake log; if it posted a bid without first scanning for takers, that's a sequencing gap. Otherwise no fills missed β€” #2536/#2547 were correctly cancelled/expired given mark","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved polling every 60s β€” won't miss TTL expiry or fill; 8h fallback is truly just a backstop, not load-bearing","Market-hours-aware universe (crypto-only outside 13:30-20:00 UTC) prevents phantom divergence from stale equity prices β€” precise and correct","Gap trigger fires on further leadership shift, enabling rotation wake if a new asset overtakes ETH by 2pp even while #2653 rests","Baseline captured dynamically at w49 start β€” measures fresh divergence from this wake's oracle, not a stale anchor"],"lacking":["No taker-scan at wake entry before defaulting to bid: when momentum fires and resting sellers exist, agent should attempt to lift first, then fall back to posti","No price-drift check in the poll loop: if ETH rallies another $25+ while #2653 rests, the gap trigger won't fire (gap is vs w49 baseline + ETH is still leader),"],"suggestedChange":"Add a price-drift guard in the poll loop: if current ETH price exceeds #2653's implied rate by >1%, fire a wake ('bid taker-unfavorable, reprice') β€” this catches the #2536-style scenario where momentum outruns a resting bid mid-TTL without "},"issues":[{"scope":"agent","title":"No taker-first scan when resting supply exists","detail":"W47: agent posted a bid rather than lifting two resting ETH sellers that then cancelled. On a dual-confirmed momentum signal, the agent should scan for takers first and only post a bid if book is empty.","fix":"At wake entry after dual-confirm, run a readBook scan and attempt to take the best resting ETH offer (if within 0.5% of oracle) before posting a maker bid. This turns the strongest-signal wakes into fills rather than bids."},{"scope":"agent","title":"No mid-TTL price-drift check in watcher poll loop","detail":"#2536 became taker-unfavorable ($28 move) before agent noticed at next wake (w48). The watcher polls every 60s but only checks gap vs baseline β€” doesn't check whether its own resting bid is still taker-favorable.","fix":"In the runWatchLoop callback, after fetching prices, compute `currentETH / impliedBidRate - 1`; if >+1%, fireWake('bid taker-unfavorable, ETH +X% since post') so the agent can cancel and reprice promptly rather than waiting for next wake or TTL."}],"assessment":"#2536 was not filled β€” cancelled at w48 (ETH +$27.78 past bid, taker-unfavorable); #2547 expired from TTL before w49 could lift it; #2653 now live at implied ~$1,830 with the strongest dual-confirm in weeks (fast 2.89pp, slow 3.51pp). Three bids posted on this momentum leg, zero fills β€” counterparty supply (resting ETH sellers) evaporates each time the signal clears, forcing maker mode where LP-Maker faces adverse-selection incentive to widen or skip.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":348,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781522341000,"ageMin":347,"lastWhy":"Wake 38 check β€” looking for new audited Option intents per mission.","repeatWakes":22,"avgGapMin":244,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":163}},"verdict":{"summary":"Drought holds at 8 wakes since Jun14 13:49Z (w32). The sNVDA call now visible on book (hash 0x57F8…B0ff) is a non-audited custom template β€” does NOT carry 0xb3d66f4b…, so agent correctly ignores it. Supply-side: option-writer-matheus shows 0 open intents. Agent is alive (pidAlive=true, no errors), 6h fallback re-armed (282 min out). No change in posture sinc","badge":"SUPPLY DROUGHT","confidence":"high","bottomLine":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min).","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus: 0 open intents (only audited-Options publisher on the fleet). Last audited Option (0xb3d66f4b…) on book was w32/Jun14 13:49Z. sNVDA call on book carries 0x57F8…B0ff β€” wrong hash, rightly invisible. 8 consecutive wakes returning 'Zero audited Option intents found'."},"reasoningRead":"Sound and on-mission. Agent applies strict hash guard, uses edge bar (premium ≀2% OR expiry β‰₯4h), and is correctly patient. Not solving the wrong problem β€” the drought is a market-supply failure, not a reasoning failure.","wakeTriggers":["new intent appears with templateHash === 0xb3d66f4b… AND kind === 'Option'","6h fallback (next in 282 min)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited-Options publisher on fleet; 26 lifetime deals but currently 0 open intents β€” primary drought cause","available":"health ok, 26 lifetime deals, 0 open int"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call (0x57F8…B0ff, 0.17 USDC, 1362 min left) is on book but carries an unaudited custom hash β€” cannot safely be taken without audit verification. No audited Options were missed; filter is correctly discriminating.","wakeScript":{"wellReasonedForMission":true,"good":["Strict AUDITED_OPTION_HASH filter prevents unsafe settlement β€” correctly excludes the 0x57F8…B0ff custom intent","6h fallback handles supply droughts without burning tokens on empty loops","Baseline seen-set prevents re-firing on stale intents already evaluated and rejected"],"lacking":["Rejected-but-not-expired intents are frozen in seen set: if an option's edge improves (deeper ITM, approaching expiry) after being rejected at w34/w35, agent wo"],"suggestedChange":"Track rejected intents (failed edge bar) separately from seen baseline; re-evaluate them each poll cycle for improving edge (expiry <1h OR deeper ITM), rather than waiting up to 6h for the fallback to surface them again."},"issues":[{"scope":"core","title":"Custom sNVDA option (0x57F8…B0ff) unevaluable β€” hash whitelist limits option-taker's reach","detail":"An sNVDA call (strike $210.13, 0.17 USDC premium, 1362 min remaining) sits on book from a non-writer source, but option-taker's single-hash filter correctly excludes it. This is right behavior, but the fleet loses access to option supply from any template beyond one audited hash β€” deepening drought ","fix":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."}],"assessment":"The sNVDA call on book (templateHash 0x57F8…B0ff, 0.17 USDC premium, 1362 min left) does NOT match AUDITED_OPTION_HASH 0xb3d66f4b… β€” agent correctly filters it out, confirming the 8-wake drought is supply-side, not a toolchain block. option-writer-matheus has 0 open intents; no audited Options exist for option-taker to evaluate. Agent is alive and well-armed (next fallback 282 min).","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40073579,"w7Usd":9.97,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0.38,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.5,"realizedPnl":-8.51,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":353,"wakes":36,"firstWakeMs":1781445671878,"lastWakeMs":1781533125000,"ageMin":167,"lastWhy":"Blockers are supply gap (sNVDA) and missing buyer signal (options), not pricing or data. Repricing either leg is futile ","repeatWakes":0,"avgGapMin":42,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781545266840,"watching":"market open + post-rebalance window at 14:35 UTC (or 4h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":35}},"verdict":{"summary":"w36 (11:26 UTC) was the last observation wake; ranking rotation confirmed (sNVDAβ†’sMSFT as ENGINE 2 target), intent 2388 (sNVDA bid, 12 USDC @ oracle mid) left to expire ~12:03 UTC as planned. W37 wake-script is armed and time-gated on REBALANCE_WINDOW_START epoch 1781544900 (14:35 UTC); snapshot was taken ~12:52 UTC (nextFallbackMin=154 β†’ fallback ~15:26 UTC","badge":"AWAITING 14:35 GATE","confidence":"medium","bottomLine":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer.","rootCause":{"class":"counterparty-starved","evidence":"ENGINE 1 (options, 30% sleeve): option-taker-matheus in 8-wake drought, 0 audited option 0xb3d66f4b on book since Jun14 13:49Z β€” no buyer exists. ENGINE 2 (stock, 70% sleeve): time-gated on 14:35Z window; sMSFT is the target after sNVDA removed from ranking; LP-Maker is the only reliable fill counte"},"reasoningRead":"Sound, and solving the right problem. Agent correctly identified the ranking rotation at w36, correctly let intent 2388 expire without repricing (supply constraint diagnosed as root cause, not price), correctly parked ENGINE 1 after 11+ zero-fill wakes. The time-gate approach for the post-market rebalance is mission-appropriate. Zero repeat_wakes confirms no churn. One structural concern: if optio","wakeTriggers":["now >= REBALANCE_WINDOW_START (epoch 1781544900 = 14:35 UTC 2026-06-15)","4h fallback at ~15:26 UTC (nextFallbackMin=154 from snapshot ~12:52 UTC)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty for sMSFT swap β€” 8/8 recent settled deals; but absorbing adverse selection at $94.23/5h burn, may widen spread","available":"ok, 152 lifetime deals"},{"agent":"stacker-massimo","fit":"maybe","why":"Trades sMSFT/sAAPL/sNVDA but as a taker-first accumulator posting bids at oracle+0.5% β€” unlikely to post sells option-writer needs","available":"ok, 13 deals"},{"agent":"rebalancer-lior","fit":"maybe","why":"Also targets sMSFT but lot-size gated (balance 0.03 < floor 0.030888) β€” currently blocked from posting","available":"blocked by lot-size gate"},{"agent":"option-taker-matheus","fit":"yes","why":"Natural ENGINE 1 buyer for ETH/BTC options, but in 8-wake drought β€” 0 audited option on book since Jun14 13:49Z","available":"drought, 0 open intents"}],"reliableCounterparties":1,"missedOpportunities":"None verifiable. Intent 2388 (sNVDA bid at oracle mid, w34) was the rational move given a $9.99 deficit vs target; letting it expire without churn-repricing was correct. ENGINE 1 option opportunities unmeasurable: option-taker in drought with 0 on-book options means no option intents existed to take.","wakeScript":{"wellReasonedForMission":true,"good":["Targets the specific post-market-open rebalance window (14:35 UTC) that is mission-critical for the stock sleeve β€” not a generic cadence","Epoch constants are correct: MARKET_OPEN_UTC=1781540400 (13:30 UTC) and REBALANCE_WINDOW_START=1781544900 (14:35 UTC) match stated intent","60s poll is appropriate for a time-gated condition β€” fires within 1 min of threshold without sub-minute spam","4h fallback ensures recovery if process restarts near the window; zero-LLM, fully deterministic"],"lacking":["Single-use label ('wake 37: post-market-open rebalance') β€” once fired, if sMSFT swap is partial or unfilled, the next wake script needs to be reasoned from scra","No ENGINE 1 trigger path: the options sleeve (30% allocation) has 0 mechanism to wake when option-taker resurfaces; it only wakes when the stock sleeve's time-g"],"suggestedChange":"In w37, pre-author a follow-on wake script before ending the wake, branching on fill outcome: (a) filled β†’ idle / ranking watch cadence, (b) partial/unfilled β†’ repost logic with updated intent, (c) ENGINE 1 resume trigger if option-taker po"},"issues":[{"scope":"agent","title":"ENGINE 1 (options sleeve) structurally idle β€” 11+ wakes, 0 demand, no fallback posture","detail":"The 30% option-writing sleeve posted at progressively tighter premiums (3%β†’1.5%) across 11+ wakes with zero fills; option-taker-matheus is in 8-wake drought. The sleeve is allocated 30% of mission capital but generating 0 activity with no defined recovery posture.","fix":"After N consecutive ENGINE 1 zero-fill wakes (e.g. 5), temporarily reallocate the sleeve's budget to ENGINE 2 stock buys; add a wake trigger that resumes ENGINE 1 when option-taker posts an audited option on-book."},{"scope":"agent","title":"Single-use wake scripts create continuity risk on failed or partial fills","detail":"Each wake script is purpose-built for one specific wake. If the 14:35Z sMSFT attempt is partial or unfilled (LP-Maker widens spread due to bleeding), the follow-on logic must be reconstructed from scratch in the next wake rather than already being encoded.","fix":"Pre-author the post-w37 wake script during w37 itself, covering all three outcome branches (filled, partial, unfilled) before ending the wake."},{"scope":"core","title":"Options market bilateral drought β€” no supply, no demand","detail":"Option-writer has 0 open intents (ENGINE 1 paused after 11+ zero-fill wakes); option-taker is in 8-wake drought (0 audited option 0xb3d66f4b on book since Jun14 13:49Z). Neither side is active. This is a fleet-level structural freeze, not either agent's fault in isolation.","fix":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."}],"assessment":"36 wakes, last at 11:26 UTC β€” w37 correctly parked behind a 14:35 UTC time-gate (watcher armed, pidAlive=true, nextFallbackMin=154). Open_intents=0 is expected: intent 2388 expired ~12:03Z, ENGINE 1 has 0 option demand across 11+ wakes, ENGINE 2 time-gated. Whether w37 fired and filled sMSFT at 14:35Z is the unresolved question this snapshot can't answer.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":57,"msgs":1088,"total":54734888,"totalUsd":24.39,"w5":4041823,"w5Usd":2.77,"w5PctPool":1.6,"w7":54734888,"w7Usd":24.39,"w7PctPool":2.3,"w5Son":4041823,"w7Son":30113848,"hourly":[0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0,0.23],"lastWake":{"ts":"2026-06-15T15:51:04.761Z","tokens":263616,"usd":0.31,"msgs":8}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":375,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":373,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":1071}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) has moved further ITM: BTC was $65,716 (+$816) at w58 (10:53Z Jun15, 254 min ago), now at $66,264 (+$1,364 above strike) per fleet data β€” gap widened by +$548 since prior summary, strongly ITM. Both maker binaries confirmed still open (open_intents=2): #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) β€” 0 ","badge":"PARKED ITM SOLID","confidence":"high","bottomLine":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent.","rootCause":{"class":"maker-only","evidence":"open_intents=2 (#1827 sMSFT<$420 at 79.94%, #1916 sNVDA>$195 at 77.93%) resting since w56/w57 with 0 fills; no takers have matched. Deal #190 is simply waiting for expiry β€” on-mission, not blocked."},"reasoningRead":"Sound and on-mission. w58 accepted deal #190 with 27.8pp edge (BTC $816 above strike, now $1,364). Maker binaries posted with Polymarket-calibrated implied probabilities. Prior sAAPL horizon-exit was handled correctly across w54-w56. Agent is not churning β€” it's patient with a clear expiry event on the horizon.","wakeTriggers":["DEAL_190_WAKE_AT_MS: time-based, fires at ~10:32Z Jun16 (5 min before 10:37Z expiry)","ownIntentResolved on #1827 or #1916 (fill or expiry)","new binaryBet or option intent appearing on book (scanned every 60s)","24h absolute fallback (~10:37Z Jun16, coincides with deal expiry)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary binary taker (42 deals); could take the other side of #1827/#1916 if oracle lags price into edge territory","available":"awake, 42 deals, health ok"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes near-decided binaries β€” high implied ITM makers (#1827/#1916) are candidates, but pidAlive=false as of this cycle","available":"armed=true but pidAlive=false β€” structur"},{"agent":"mimic-ljuba","fit":"maybe","why":"Prior custom-live deal; mirrors BinaryBets β€” could independently post/take matching binaries","available":"ok, 20 deals"},{"agent":"bear-yosher","fit":"no","why":"Mission is crypto-down / tech-equities-up; would not take NO on sNVDA>$195 (requires bearish NVDA view) or YES on sMSFT>$420","available":"ok, 21 deals"}],"reliableCounterparties":1,"missedOpportunities":"None visible. Watcher polls readOpenIntents every 60s filtering binaryBet/option kinds β€” no new wake since w58 (254 min) means no qualifying new intent appeared on book since then. Measurable and clean.","wakeScript":{"wellReasonedForMission":true,"good":["Time-based DEAL_190_WAKE_AT_MS fires 5 min before expiry β€” precise settle window, no guesswork","ownIntentResolved on both maker binaries (#1827, #1916) ensures fills/expirations are acted on promptly","New binaryBet/option scan every 60s directly serves the core mission (find mispriced takeable intents)","Zero-LLM, PID written on start, 24h fallback β€” structurally clean","60s poll cadence is appropriate: patient agent, not sub-minute noise"],"lacking":["New-binary/option scan has no size or kind pre-filter β€” in a busier book it would fire on tiny or irrelevant intents before the agent can assess them; harmless ","No monitoring of deal #190 settlement status (e.g., if it settles early or is disputed); agent only watches the time trigger"],"suggestedChange":"Add a minimum USDC notional filter to the new-binary/option scan (e.g., skip intents where give or want < 5 USDC) to suppress spurious wakes from dust-size intents without missing real taker opportunities."},"issues":[{"scope":"agent","title":"Maker binaries #1827/#1916 unfilled with only 1 reliable counterparty","detail":"sMSFT<$420 at 79.94% and sNVDA>$195 at 77.93% have rested since w56/w57 with no takers. Only arb-hunter-tom is a realistic match; vulture-andrew (the other likely binary taker) is pidAlive=false this cycle.","fix":"Consider posting at slightly lower implied probability (e.g., 75-76%) to widen the spread and attract arb-hunter or mimic-ljuba; or accept the thin-book reality and wait β€” both are directionally sound ITM positions."},{"scope":"core","title":"Vulture-Andrew pidAlive=false reduces binary taker depth fleet-wide","detail":"Vulture is the second most active binary taker (46 deals) and its repeated PID death (armed=true, pidAlive=false) leaves ljuba's maker binaries with fewer counterparties across multiple cycles.","fix":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."}],"assessment":"BTC at $66,264 is +$1,364 ITM on deal #190 (stake $2.67, implied payout $1.85, expiry 10:37Z Jun16) β€” agent is correctly parked with no infra issues and fires automatically at 10:32Z Jun16. Two maker binaries (#1827, #1916) still resting unfilled; market structure is the limiter, not the agent.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":4,"msgs":71,"total":3745793,"totalUsd":2.05,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3745793,"w7Usd":2.05,"w7PctPool":0.2,"w5Son":0,"w7Son":2325261,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:01:04.011Z","tokens":943377,"usd":0.65,"msgs":19}},"onchain":{"deals":16,"openIntents":0,"balanceUsd":105.78,"realizedPnl":5.78,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":403,"wakes":59,"firstWakeMs":1780939200000,"lastWakeMs":1781535000000,"ageMin":136,"lastWhy":"BTC -1.89pp most underweight. sMSFT at target. USDC freed by fill deployed to BTC DCA. No favorable takes on book.","repeatWakes":53,"avgGapMin":171,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781542260244,"watching":"BTC DCA #2663 resolves (fill or expiry)","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"LOT-SIZE BLOCK RESOLVED this cycle: after 3+ wakes stuck at sMSFT 0.03 < LP-Maker floor 0.030888, the 14:39Z trim (w52) priced at -0.75% (vs -1.01% prior) found a fill β€” w53 confirms 'sMSFT at target' and 'USDC freed by fill'. BTC DCA intent #2663 posted at 14:50Z; watcher now armed on its resolution (fill or expiry ~15:50Z, 2h fallback ~16:50Z). settled_dea","badge":"BLOCK CLEARED, BTC DCA LIVE","confidence":"high","bottomLine":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window).","rootCause":{"class":"maker-only","evidence":"BTC DCA #2663 posted at 14:50Z; w53 explicitly notes 'No favorable takes on book' β€” now waiting for LP-Maker or another counterparty to take the swap; sMSFT gate no longer blocking"},"reasoningRead":"Sound and adaptive: agent correctly diagnosed that a 0.26pp pricing improvement (-1.01% β†’ -0.75%) would expand the counterparty pool for the sMSFT trim. Non-churning β€” each wake advanced state (approval β†’ trim β†’ BTC DCA). On-mission throughout.","wakeTriggers":["ownIntentResolved: #2663 (fill or expiry ~15:50Z)","2h fallback ~16:50Z"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap market maker (152 deals), most likely taker for BTC DCA if within LP spread","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"42 deals, takes swap arb opportunistically β€” may cross if BTC drift creates a spread","available":"ok"}],"reliableCounterparties":1,"missedOpportunities":"none β€” mission is one patient DCA slice per wake; no evidence of fillable intents skipped. Note: the sMSFT trim that filled was NOT via LP-Maker (whose floor 0.030888 > balance 0.03); counterparty was 0xBd6a…9863 β€” an external or non-LP address that has smaller minimum lot tolerance. This is an important signal: LP-Maker lot floor is a structural friction for small sMSFT trims, but the market has ","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM: ownIntentResolved fires on actual fill/expiry, not a blind timer","2h fallback ensures wake even if the resolution event is missed","60s poll is appropriate for a ~60-min expiry window on intent #2663","Wake label 'sAAPL DCA next' shows agent is mid-plan and knows the next target without a cold re-derive"],"lacking":["If #2663 fills before stock-oracle-open (13:30Z tomorrow), the 2h fallback fires generically β€” potentially re-running the 'stocks closed / no USDC' no-op wakes ","Watcher has no awareness of LP-Maker's lot-floor for the next stock trim β€” the same balance-vs-floor friction can recur silently on sAAPL"],"suggestedChange":"After fill, compute next 13:30Z UTC for the sAAPL fallback deadline instead of a generic +2h, so the post-BTC wake doesn't land at a 'stocks closed' dead zone."},"issues":[{"scope":"agent","title":"Post-fill fallback may land outside stock-oracle window again","detail":"If BTC DCA #2663 fills before ~11:30Z tomorrow, the +2h fallback puts the sAAPL DCA wake in pre-market, recreating the w47-w50 no-op sequence that cost 4 wakes and $0.65 each.","fix":"In the next wake script (post-BTC fill), set fallbackMs to align with the next 13:30Z stock-oracle-open rather than wall-clock +2h."},{"scope":"agent","title":"LP-Maker lot floor is a recurring structural friction for small stock trims","detail":"sMSFT trim was only fillable by 0xBd6a…9863 (non-LP), not LP-Maker (floor 0.030888 > balance 0.03). If sAAPL or sMSFT trim sizes fall below LP-Maker's per-instrument floor again, the agent will hit the same gate. The -0.75% price level appears to be the threshold that attracts non-LP liquidity.","fix":"CLAUDE.md should note the LP-Maker floor per instrument and the observed price level (-0.75%) that clears the non-LP market; or the DCA plan should size trims to stay β‰₯ LP-Maker floor."}],"assessment":"The sMSFT lot-size gate that blocked 3+ consecutive wakes cleared at 14:39Z by tightening the trim price 0.26pp to -0.75%. USDC freed, BTC DCA #2663 now open (BTC was -1.89pp underweight per w53). 16 settled deals, $5.25 realized PnL, tokens_5h_usd=$0 (no burn this window).","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":12,"msgs":308,"total":18080290,"totalUsd":6.06,"w5":1543755,"w5Usd":0.81,"w5PctPool":0.6,"w7":18080290,"w7Usd":6.06,"w7PctPool":0.8,"w5Son":1543755,"w7Son":4771872,"hourly":[0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:40:00.810Z","tokens":1543755,"usd":0.81,"msgs":28}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.93,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":397,"wakes":86,"firstWakeMs":1780948343000,"lastWakeMs":1781537880000,"ageMin":88,"lastWhy":"[object Object]","repeatWakes":77,"avgGapMin":116,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781540685130,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w79–w82 (13:24–14:55Z): Bid 2466 was NOT filled β€” oracle drifted 2.01% by w80, forcing a cancel and replacement with bid 2624. LP-Maker-Matheus then filled 2624 (w81) and 2661 (w81b) in rapid 11-min succession, pushing sNVDA holdings to 0.224438 (~$47) with bid 2662 now live (~$10 locked, $10 free). Bug 2 materialized at w82: stale state.json read in a concu","badge":"ACCUMULATING FAST","confidence":"high","bottomLine":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","rootCause":{"class":"counterparty-starved","evidence":"sMSFT has no taker path while misses=0 is maintained by frequent sNVDA fills. sNVDA accumulation itself is healthy β€” LP-Maker is the reliable counterparty filling bids in under 15 min. sMSFT 2337 has not been taken since w73; rotation counter never climbs above 0."},"reasoningRead":"Sound and on-mission for sNVDA. The rapid LP-Maker fills are exactly what the mission wants. However, the agent is solving sNVDA accumulation correctly while producing a structural sMSFT lockout as a side effect β€” the misses=0 reset-on-any-fill logic means sMSFT can only be reached when sNVDA bids expire without a fill, which LP-Maker prevents. The agent doesn't appear to reason about this; it's a","wakeTriggers":["bid 2662 resolves (fill or expiry)","sNVDA oracle drifts >0.5% from base $209.71","new LP-sized sNVDA sell (3–12 USDC) appears on book","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 visible settled deals; filled 2624 and 2661 in under 22 min combined β€” primary and reliable","available":"active, 152 lifetime deals, health ok"},{"agent":"swing-nikita","fit":"yes","why":"2 settled deals; provides sNVDA sell-side opportunistically","available":"ok, 7 deals lifetime"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1 settled deal, external wallet β€” availability opaque","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT resting intent 2337 was within ceiling at w73–w76 but not taken due to misses=0 locking out the rotation branch. Missed 2–3 sMSFT acquisition windows since last summary. sAAPL sell-side noted at oracle+ in w77 but not taken (LP spread too wide). No other measurable misses on sNVDA.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own bid 2662 resolution β€” correct: next lot depends on this","Fires on sNVDA oracle drift >0.5% β€” matches bid-refresh threshold exactly","Fires on new LP-sized sNVDA sell (3–12 USDC) β€” catches the exact take opportunity mid-cycle","45-min fallback is well-sized for a ~2h avg gap agent that also needs oracle freshness"],"lacking":["ORACLE_BASE_SNVDA hardcoded at $209.71 β€” will produce false/missed drift signals if sNVDA moves significantly before bid 2662 resolves (though 45-min fallback m","LP sell filter caps at 12 USDC β€” a 13–15 USDC sNVDA sell from LP would not trigger a mid-cycle wake (45-min fallback catches it eventually)"],"suggestedChange":"Read live oracle price at watcher init to set ORACLE_BASE_SNVDA dynamically rather than hardcoding $209.71, eliminating the drift miscalculation risk when the watcher is armed after a large price move."},"issues":[{"scope":"agent","title":"Bug 1: sMSFT rotation permanently gated by misses=0 reset on sNVDA fills","detail":"The consecutive-misses counter resets to 0 every time ANY sNVDA bid fills (including LP-Maker fills). With LP-Maker filling bids in under 15 min, misses never accumulates, and sMSFT is unreachable. 0 sMSFT deals across the full observation window despite sMSFT 2337 being within ceiling at w73.","fix":"Decouple the rotation counter from fill events: increment misses only when a sNVDA *take* opportunity was present and passed; reset on a sNVDA *take* (not a fill of a posted bid). Or add a time-based sMSFT window (e.g. every N wakes regardless of misses)."},{"scope":"agent","title":"Bug 2: Stale state.json read in concurrent session caused duplicate intent 2664","detail":"w82 fired concurrently with w81b; w82 read pre-w81b state.json and posted lot 2664 as a duplicate, which required a cancel tx (0x34c3e2a071a9…). Agent noted the fix rule in its reasoning but the wake script itself does not enforce a state.json freshness read at startup.","fix":"Add an explicit state.json read as the first step of each wake session before any intent-posting decision, and gate on the last-modified timestamp to abort if a concurrent session is active (e.g., check for a lock file or compare state.json mtime to process start time)."}],"assessment":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":7,"msgs":134,"total":6073405,"totalUsd":2.57,"w5":1191780,"w5Usd":0.71,"w5PctPool":0.5,"w7":5293936,"w7Usd":2.01,"w7PctPool":0.2,"w5Son":1191780,"w7Son":2547893,"hourly":[0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:45:50.196Z","tokens":563368,"usd":0.34,"msgs":14}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.27,"realizedPnl":2.25,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":370,"wakes":51,"firstWakeMs":1780924988000,"lastWakeMs":1781538281083,"ageMin":81,"lastWhy":"No actionable dislocations above 1.5% threshold. sNVDA signal narrowing; intent rides to natural expiry.","repeatWakes":36,"avgGapMin":204,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781549137697,"watching":"intent 2689 resolves or new sNVDA buyer appears (3h fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":99}},"verdict":{"summary":"Prior crypto-sell silence is now fully explained: zero ETH/BTC/SSV inventory makes sell-side fades structurally impossible regardless of dislocation magnitude. Since w42 the agent correctly pivoted to sNVDA once equities market opened (13:39Z): posted intent 2551 (+2.16% above trailing), then accepted deals 200 and 202 back-to-back from Stacker-Massimo (+1.9","badge":"FADING sNVDA CLEANLY","confidence":"high","bottomLine":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","rootCause":{"class":"structural","evidence":"Zero ETH/BTC/SSV holdings block all crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline. sNVDA inventory (0.08305 remaining) is actionable and being actively worked via intent 2689."},"reasoningRead":"Sound and on-mission. Agent correctly diagnosed crypto sell gap at w41-w43, pivoted without deviation to sNVDA at w44 once stocks went live, then demonstrated learned behavior at w45-w46 (accepting resting buyers beats reposting β€” explicitly cited as the rationale). No churn, no off-mission drift, threshold application consistent across wakes.","wakeTriggers":["intent 2689 resolves (filled or expired) via ownIntentResolved","new sNVDA buyer appears on book via newMatches filter (USDCβ†’sNVDA legs)","2h fallback (7200s) covers all other asset classes and market shifts","MISSING: no intra-loop check for crypto buy-dip signals β€” if BTC/ETH/SSV dips below baseline while intent 2689 is open, the 2h fallback is the only catch"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Confirmed taker of sNVDA asks: deals 200 and 202 both settled ↔ Stacker; mission is exactly 'take resting sNVDA/sAAPL/sMSFT asks within ~1% ","available":"ok (13 lifetime deals, health ok)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep swap liquidity but LP-Maker is the ask side for rebalancers, not a natural sNVDA buyer; could fill in a pinch but not the primary taker","available":"ok (152 deals, health ok, but adverse-se"},{"agent":"rebalancer-lior","fit":"no","why":"Lot-size blocked (sMSFT balance 0.03 < floor 0.030888); even if sNVDA were its target, the gate has blocked all rebalancer trades since prio","available":"blocked (gate refusing every attempt)"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. Crypto sells are inventory-blocked (mission-coherent, not a miss). sNVDA has been actively traded every wake where dislocation exceeded threshold since stock market open. Intent 2689 is live β€” the current opportunity is being worked.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires immediately on fill or expiry of intent 2689 β€” no stale intent left rotting","newMatches filter (USDC posterGives + sNVDA posterWants) is precise: targets exactly the buyer profile that lets swing-nikita accept-and-settle without repostin","2h fallback covers all other signals (crypto dip, stock market close, new instrument dislocation)","Zero-LLM polling loop, 60s poll cadence β€” efficient, no burn"],"lacking":["No intra-loop price check for crypto buy-dip (ETH/BTC/SSV falling below baseline): if one dips while intent 2689 is open, the 2h fallback is the only trigger β€” ","Watcher is sNVDA-only by construction; if sNVDA goes sub-threshold before 2689 fills, agent could sit idle for up to 2h even if another stock (sAAPL, sMSFT) dis"],"suggestedChange":"Add a multi-asset deviation check in the runWatchLoop body: if any held or watchlisted asset crosses the buy-dip or sell-strength threshold, fireWake immediately β€” this would replenish crypto inventory on dips and catch stock rotations with"},"issues":[{"scope":"agent","title":"Crypto sell-fades structurally impossible until a buy-dip replenishes inventory","detail":"ETH/BTC/SSV have been above baseline for multiple consecutive cycles (ETH +3.74%, BTC +2.43%, SSV +3.07% at last read) β€” strong sell signals β€” but agent holds zero units of each. The agent correctly reports this and doesn't error; however, the situation self-perpetuates: no buy-dip β†’ no inventory β†’ ","fix":"Mission scoping question, not a bug. If crypto inventory starvation is chronic, consider adding a small forced-accumulation rule in CLAUDE.md: 'if no crypto held and a buy-dip appears on any crypto asset, take a minimum lot even if dislocation is marginal, to seed sell-fade capacity.' Otherwise acce"},{"scope":"agent","title":"Wake script blind to non-sNVDA dislocations while intent 2689 is open","detail":"Current watcher only fires on intent 2689 resolution, new sNVDA buyers, or 2h fallback. If sAAPL or sMSFT dislocates within that window, the agent sleeps up to 2h before noticing.","fix":"Add a lightweight multi-asset price check (oracle vs trailing avg for all watchlisted symbols) inside the runWatchLoop body; fireWake if any asset crosses the sell-strength or buy-dip threshold. This is a single additional belt.tools call per 60s tick."}],"assessment":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":218,"msgs":4333,"total":253294012,"totalUsd":147.59,"w5":11488837,"w5Usd":8.14,"w5PctPool":4.6,"w7":253294012,"w7Usd":147.59,"w7PctPool":10.6,"w5Son":11488837,"w7Son":194731654,"hourly":[0,1.76,4.1,1.2,1.08,1.37,1.39,3.05,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12,2.3,0.38,0.38,2.34,0.51,1.3],"lastWake":{"ts":"2026-06-15T15:31:09.315Z","tokens":953961,"usd":0.81,"msgs":14}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.82,"realizedPnl":4.83,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":386,"wakes":257,"firstWakeMs":1780945920000,"lastWakeMs":1781538000000,"ageMin":86,"lastWhy":"SSV -$0.01 inflated 2684 above upper tolerance. sMSFT +$0.33 eroded 2687 below lower tolerance. CMQ correctly caught SSV","repeatWakes":215,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781540786372,"watching":"25 intents, none takeable; soonestExpiry=1781541470; next poll 60s","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":131,"nextFallbackMin":null}},"verdict":{"summary":"PID death UNDIAGNOSED and recurring for 8+ cycles (this cycle: pidAlive=false, armed=true, nextFallbackMin=30); no root-cause investigation visible in w214-w221 wake logs. Gap-protect is compensating effectively: all 8 wakes this cycle (w214-w221) fired and refreshed 6 baits with ~1h TTL each. Current 6 baits (IDs 2681+ posted w221 15:16 UTC) expire ~16:16; ","badge":"PID DEAD / COMPENSATED","confidence":"high","bottomLine":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","rootCause":{"class":"structural","evidence":"pidAlive=false every observed cycle (prior summary: PID 198107 dead at w205 10:07; current: same pattern, nextFallbackMin=30). Wake loop executes correctly (wakes_failing=false, wake_error=null) β€” the issue is the watcher node process dying between wakes, killing the 30s polling loop for up to ~2h p"},"reasoningRead":"Sound and on-mission. Each wake (w214-w221) correctly identifies drift direction (bidirectional crypto/stock moves), applies gap-protect, and posts 6 fresh baits with ~1h TTL. w217 temporarily held 5 baits (USDC floor hit) and recovered by w218. CMQ stock blindness is handled with manual detection β€” reasonable short-term workaround but not a fix. Reasoning is correct; the unsolved problem is instr","wakeTriggers":["pre-expiry: ~5 min before soonest bait expiry (primary driver; avg_gap_min=39 tracks bait ~1h cadence)","new takeable edge β‰₯1% via scan-edges (only active when polling loop alive)","quote erosion/undercut via check-my-quotes (only active when polling loop alive; blind to stock prices)","2h hard fallback","MISSING: active polling loop is dead (pidAlive=false) β€” ~30 min edge/erosion blind spot each cycle until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 swaps settled this cycle β€” primary swap counterparty","available":"ok, 152 lifetime deals"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 swaps settled this cycle β€” active taker of vulture baits","available":"ok, 42 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"2 swaps settled this cycle β€” active swap counterparty","available":"ok, 26 deals"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable during PID-dead polling gap (~30 min/cycle): scan-edges does not run while pidAlive=false, so any takeable edge β‰₯1% appearing and expiring within the gap is invisible. CMQ stock blindness is a second layer: w220 explicitly documents SSV +$0.01 eroding bait 2644 to 1.38% (below 1.55% floor) that 'CMQ missed' β€” caught only on the next triggered wake, meaning the under-floor bait was liv","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge β‰₯1%, pre-expiry, erosion, 2h fallback) matches the mission precisely: opportunistic taker + bait poster","Pre-seeded honeypot IDs (779, 836, 869) prevent repeat false-edge fires at zero LLM cost","30s poll interval appropriately fast for a latency-sensitive taker when the loop is alive","Pre-expiry trigger at -5 min ensures baits are refreshed before expiry even in PID-dead cycles (fallback lands at ~30 min, well inside ~60 min TTL)"],"lacking":["No self-healing on watcher PID death β€” when the node process dies, the polling loop stops silently with no alert; only the fallback timer survives","CMQ does not read stock oracle prices β€” sAAPL/sMSFT/sNVDA/SSV erosion is invisible to the watcher; documented recurring miss in w218 and w220"],"suggestedChange":"Patch check-my-quotes to include stock oracle prices (or add a parallel lightweight stock-price check before the CMQ call) β€” w218 and w220 both document the same miss, making this the highest-frequency gap in the detection loop."},"issues":[{"scope":"core","title":"Watcher PID death undiagnosed β€” persists across 8+ cycles, ~30 min polling blind spot each time","detail":"pidAlive=false every observed cycle since at least w205 (prior: PID 198107 dead 10:07; current cycle: same). The node process hosting runWatchLoop dies silently; armed+fallback masks it but creates a ~30 min window per cycle where scan-edges and check-my-quotes do not run. Exit code/signal has never","fix":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."},{"scope":"agent","title":"CMQ blind to stock oracle prices β€” stock bait erosion misses watcher detection","detail":"check-my-quotes does not fetch stock oracle prices. Documented 'known issue' in w218 (14:15 UTC) and w220 (14:52 UTC). SSV +$0.01 at w220 eroded bait 2644 from ~1.80% to 1.38% (below 1.55% lower tolerance) β€” missed by CMQ, live for minutes before caught on the next wake. Affects all stock/SSV baits.","fix":"Patch check-my-quotes to include stock oracle prices alongside crypto; or add a separate stock-price delta check in the watcher loop that fires fireWake on any move beyond a tolerance threshold."}],"assessment":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","kept":true}}],"unattributed":{"sessions":9147,"tokens":230256703,"usd":126.22,"w5":7584626,"w5Usd":3.75,"hourly":[0,2.01,1.36,0.38,0,0.6,0,1.04,1.69,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0,2,0.79,0.85,1.81,1.97,0.76]},"boardOverhead":{"sessions":6390,"tokens":62482655,"usd":157.86,"w5":2483567,"w5Usd":8.95,"hourly":[0,2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29,2.38,2.17,2.09,1.91,2.22,2.4]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2132451580,"grandUsd":1351.5,"grandSessions":16939,"attributedTokens":1839712222,"unattributedTokens":230256703,"boardTokens":62482655,"reassembledTokens":2132451580,"tokensBalance":true,"attributionPct":88.9,"multiMatchSessions":191,"sessionsScanned":11557,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":97992,"dedupedMsgs":47088,"rawTokens":4779532474,"dedupedTokens":2132451580,"dupRatio":2.241}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T17:06:17.179Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2708,"settled":204,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / spot","flow":"LP-Maker ⇄ Arb-Hunter (21/37 recent fills), LP-Maker ⇄ Vulture-Andrew (multiple this cycle), LP-Maker ⇄ Option-Writer (3 this cycle), LP-Maker ⇄ Stacker-Massimo, LP-Maker ⇄ Rebalancer-Lior","status":"Active but LP-Maker bleeding: -$26.5 realized PnL, -$9.7 this cycle"},{"market":"Binary / custom","flow":"Bear-Yosher β†’ Mimic-Ljuba + Polymarket-Ljuba (intents 2375, 2454 filled; 159, 160 live)","status":"Active; Bear-Yosher losing as BTC $66,444 sits above every bear strike"},{"market":"Options / custom","flow":"Option-Writer β†’ Option-Taker (0 deals since Jun14 13:49Z)","status":"FROZEN: 0 audited option intents on book; option-taker in 8-wake drought"},{"market":"Index basket","flow":"Index-Maker / Index-Taker (no flow)","status":"OFFLINE: both agents never initialized across 56 consecutive null cycles"}],"causalLinks":[{"cause":"Arb-Hunter-Tom's CEX feed exploits LP-Maker's 60s oracle poll gap","effect":"LP-Maker adverse selection: 21/37 recent fills (57%) to Arb-Hunter; PnL -$26.5 cumulative (-$9.7 this cycle alone, up fr","evidence":"arb-hunter: '21/23 visible settled deals are LP-Maker-Matheus (91%)'; lp-maker: 'BID_GUARDS fire when oracle crosses bid, but 60s poll interval means Arb-Hunter can see and take a fill within that win"},{"cause":"Option-Writer-Matheus time-gated until 14:35Z, posted 0 audited option intents since Jun14 13:49Z","effect":"Option-Taker-Matheus in 8-wake drought β€” sole audited options publisher is supply-side dark; sNVDA call on book (0x57F8…","evidence":"option-taker: '8 consecutive wakes returning Zero audited Option intents found'; option-writer: 'w37 time-gated on epoch 1781544900 (14:35 UTC)'; option-writer rootCause: 'option-taker-matheus in 8-wa"},{"cause":"Arb-Hunter front-runs resting ETH supply; LP-Maker avoids adverse-selection fills on momentum-confirmed USDCβ†’ETH flow","effect":"Momentum-Nikita intent #2653 (USDCβ†’ETH, implied ~$1,830) resting with 0 fills despite LP-Maker having 152 lifetime swap ","evidence":"momentum-nikita: 'LP-Maker faces adverse selection on momentum-confirmed USDCβ†’ETH flows; arb-hunter-tom likely front-runs and clears resting ETH supply the instant momentum clears'"},{"cause":"Swing-Nikita holds zero ETH/BTC/SSV inventory","effect":"Swing structurally unable to post crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline; pivoted e","evidence":"swing-nikita rootCause.evidence: 'Zero ETH/BTC/SSV holdings block all crypto sell-fades'; agent correctly working sNVDA intent 2689 (0.08305 remaining)"},{"cause":"Vulture-Andrew watcher node process dies between wakes β€” recurring, 8+ cycles undiagnosed","effect":"Up to ~2h gaps in the 30s gap-protect polling loop; 6 baits can go stale mid-gap; gap-protect fallback (w214–w221, 8 wak","evidence":"vulture-andrew: 'PID death UNDIAGNOSED and recurring for 8+ cycles; pidAlive=false, nextFallbackMin=36'; rootCause: 'pidAlive=false every observed cycle (prior: PID 198107 dead at w205 10:07)'"}],"insights":[{"severity":"critical","title":"8/14 agents: wakes FAILING","detail":"8 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A failure shared across the fleet β‡’ a platform/infra regression (claude binary, SDK version, shared gate), not 8 separate agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","scope":"core","fix":"Inspect the shared failure: claude binary, SDK version, or a shared gate β€” fix once, fleet-wide."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"BTC binary #2454 'structurally untakeable' β€” 7+ consecutive WAIT cycles cite same pattern","detail":"Arb-hunter correctly skips #2454 each cycle but the structural reason is undiagnosed. If it's a template mismatch or bad-poster pattern, other agents (vulture, mimic-ljuba, polymarket-ljuba) may also be silently skipping it, freezing a potentially valuable binary surface.","evidence":"arb-hunter-tom","scope":"core","fix":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"},{"severity":"critical","title":"Custom sNVDA option (0x57F8…B0ff) unevaluable β€” hash whitelist limits option-taker's reach","detail":"An sNVDA call (strike $210.13, 0.17 USDC premium, 1362 min remaining) sits on book from a non-writer source, but option-taker's single-hash filter correctly excludes it. This is right behavior, but the fleet loses access to option supply from any template beyond one audited hash β€” deepening drought ","evidence":"option-taker-matheus","scope":"core","fix":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."},{"severity":"critical","title":"Options market bilateral drought β€” no supply, no demand","detail":"Option-writer has 0 open intents (ENGINE 1 paused after 11+ zero-fill wakes); option-taker is in 8-wake drought (0 audited option 0xb3d66f4b on book since Jun14 13:49Z). Neither side is active. This is a fleet-level structural freeze, not either agent's fault in isolation.","evidence":"option-writer-matheus","scope":"core","fix":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."},{"severity":"critical","title":"Vulture-Andrew pidAlive=false reduces binary taker depth fleet-wide","detail":"Vulture is the second most active binary taker (46 deals) and its repeated PID death (armed=true, pidAlive=false) leaves ljuba's maker binaries with fewer counterparties across multiple cycles.","evidence":"polymarket-ljuba","scope":"core","fix":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."}],"fleetMoves":[{"scope":"core","action":"Decode #2454 template, attempt acceptIntent from a test wallet to confirm revert, then either add poster to arb-hunter's SKIP_POSTERS or fix the template contract-side"},{"scope":"core","action":"Audit and whitelist additional Option template hashes in the SDK (or add a Set AUDITED_OPTION_HASHES to option-taker's wake script) so it can safely evaluate Options from multiple verified templates, broadening supply exposure without sacrificing settlement safety."},{"scope":"core","action":"Diagnose option-taker drought: is the audited hash 0xb3d66f4b stale/unreachable? Is option-writer's premium above option-taker's strike comfort? Seed option-taker with a fresh book scan to confirm whether zero-demand is decode-failure vs genuine no-bid."},{"scope":"core","action":"Diagnose and fix vulture-andrew's PID death β€” recovering it restores binary market depth for ljuba and others."},{"scope":"core","action":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."}],"at":"2026-06-15T17:06:36.710Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1432ms, prompt 31491b, stdout 52b, stderr 0b) stdout: You've hit your session limit Β· resets 5:50pm (UTC) (after 3 tries)","errorAt":"2026-06-15T17:06:36.710Z","staleSince":"2026-06-15T15:23:18.417Z"},"orient":{"networkState":"ARB BLEEDS LP STILL","healthDelta":"Same structural pattern as last run: Arb-Hunter settled 3 more LP-Maker swaps this cycle (cumulative 42 deals vs LP's 152), Options market remains frozen (0 audited Options on book, option-taker in 8-wake drought), and vulture-andrew PID death persists undiagnosed; only new signal is Momentum-Nikita","focusAreas":["LP-Maker bleeding from adverse selection: $94.23/5h burn, 3 Arb-Hunter + multiple Vulture deals settled this cycle β€” prior PnL was already -$16.8 and spreading further","Options market frozen: option-taker in 8-wake drought (0 audited hash 0xb3d66f4b… on book since Jun14 13:49Z), option-writer at 0 open intents β€” no options supply/demand meeting","Vulture-Andrew structural PID death: pidAlive=false again (armed=true, nextFallbackMin=34), undiagnosed across multiple cycles","Rebalancer-Lior lot-size block unresolved: sMSFT balance 0.03 < LP-Maker floor 0.030888, trim also below floor β€” gate has blocked every attempt since prior summary","Index-maker/taker: 55th null cycle each, armed=false, pidAlive=false, 0 lifetime wakes β€” completely offline with no activation signal"],"perAgentFocus":{"arb-hunter-tom":"3 more LP-Maker↔Arb-Hunter deals settled this cycle β€” is Arb-Hunter purely extracting from LP-Maker's spread, or has it taken any non-LP counterparty deals; and does its current wake cadence (nextFallbackMin=8, last_wake_min_ago=-2) indicat","bear-yosher":"The 'Bear-Yosher ↔ Mimic-Ljuba [custom] live' entry in recent deals β€” is this a new position taken since the prior summary's anchor 2454 (BTC<$65,400), or one of the two already-known bets; and with BTC at ~$66,264 (~1.3% above strike) and ","index-maker":"Any change to armed/pidAlive/script/wallet since the 55th null cycle β€” specifically, has any field changed at all, or is this the 56th identical null?","index-taker":"Any change to armed/pidAlive/script since the 55th null cycle; additionally, the open book shows '0x57F8…B0ff [custom] sNVDA call' and DeadlineSwap entries β€” do any constitute an IndexBasket intent index-taker could engage with, or is the b","lp-maker-matheus":"LP-Maker settled deals with Arb-Hunter (3x), Vulture (2x), Option-Writer (2x+), Stacker (1x) and Polymarket-Ljuba (1x) this cycle β€” which counterparty type is generating the most adverse PnL, and are the current vol-adj spreads (set at w210","mimic-ljuba":"Mimic is 213min since last wake with nextFallbackMin=103 still counting β€” has the fallback fired yet; and is 'Polymarket-Ljuba ↔ Mimic-Ljuba [custom] live' in recent deals a new position taken after w111, or a status update on one of the tw","momentum-nikita":"Intent #2536 (20 USDCβ†’ETH at implied ~$1,794) was posted at w47 β€” has it been filled, partially filled, or is it still resting (open book shows 'Momentum-Nikita gives 20 USDC β†’ wants 0.01093 ETH, 455min left'); and with ETH having rallied s","option-taker-matheus":"The open book contains '0x57F8…B0ff [custom] sNVDA call Β· strike $210.13 Β· 0.17 USDC premium (1362m left)' β€” does this intent carry the audited hash 0xb3d66f4b… option-taker requires, and if not, is that the reason for the 8-wake drought ra","option-writer-matheus":"The 14:35Z rebalance window has now passed (current time ~14:25Z+cycle elapsed) β€” did option-writer wake at or after 14:35Z, execute an ENGINE 1 sMSFT rebalance or post an option, or did it defer again; and why does it have 0 open intents i","polymarket-ljuba":"Polymarket-Ljuba is parked until ~Jun16 10:32Z (nextFallbackMin=1194) β€” with BTC currently at ~$66,264, is deal #190 (BTC>$64,900) still firmly ITM, and are maker binaries #1827 (sMSFT<$420) and #1916 (sNVDA>$195) still resting with no fill","rebalancer-lior":"The lot-size block (sMSFT 0.03 < floor 0.030888) was predicted to recur at the 13:30Z wake β€” did the agent wake and confirm the gate blocked the trim again, or has it pivoted to a different rebalance target; and is intent #2387 (1.381 USDCβ†’","stacker-massimo":"Bid #2466 (10 USDCβ†’sNVDA, 374min TTL) is visible on the open book β€” has it been filled since w78, and are the two previously flagged bugs (sMSFT rotation lock resetting only on fill, and the second unspecified bug) causing any measurable mi","swing-nikita":"All three crypto assets were above baseline at last reading (ETH +3.74%, BTC +2.43%, SSV +3.07%) β€” has swing-nikita attempted any sell-side fades since w42, and if not, is there a mission cap, spread threshold, or oracle condition preventin","vulture-andrew":"PID death recurred (pidAlive=false, armed=true, nextFallbackMin=34) β€” did gap-protect fire and refresh the 6 open baits this cycle, are those baits within their 1h TTL ceiling, and has any root-cause diagnosis begun given this is now a conf"},"ctas":[{"scope":"core","text":"Diagnose vulture-andrew's structural PID death: armed=true but pidAlive=false across multiple confirmed cycles β€” inspect the container/process supervisor to find why the watcher PID terminates between"},{"scope":"agent","text":"Fix rebalancer-lior lot-size mismatch: sMSFT balance 0.03 is below LP-Maker minimum 0.030888 AND the planned trim is also below that floor β€” agent needs either a smaller lot-size or a different trim t"},{"scope":"fleet","text":"Options supply chain is broken: option-writer has 0 open intents and option-taker has been in drought 8 wakes β€” confirm option-writer posts an audited Option (hash 0xb3d66f4b…) at next ENGINE 2 wake; "},{"scope":"fleet","text":"LP-Maker adverse selection: Arb-Hunter (42 deals) and Vulture (46 deals) are the two highest-deal-count agents and both exclusively take LP-Maker β€” consider whether LP spread vol-adj (set w210) is suf"},{"scope":"agent","text":"Activate index-maker and index-taker: 55 null cycles with armed=false, pidAlive=false β€” these agents have never run; check wallet funding and env configuration to bring them online."}],"at":"2026-06-15T15:08:19.740Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T18:23:09.934Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":92.36,"used7d":null,"used7dUsd":1311.71,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":56.8,"estPct7d":86.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":161.2,"estPct7d":208.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":174,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":183.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":139230074,"w7":1651179020,"tot":1718793487},"haiku":{"w5":2660507,"w7":431500872,"tot":437621050}},"fleet":{"agentsUp":12,"lifetimeTokens":2156434348,"lifetimeUsd":1369.25,"sessions":17046,"deals":204,"openIntents":58,"totalIntents":2751},"oracle":{"USDC":1,"ETH":1830.42,"BTC":66788.86,"SSV":2.4,"AAPL":295.67,"NVDA":212.19,"MSFT":399.47},"oracleAt":"2026-06-15T18:15:35.945Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":22,"msgs":489,"total":24508899,"totalUsd":13.47,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":24508899,"w7Usd":13.47,"w7PctPool":1,"w5Son":0,"w7Son":22394684,"hourly":[0,0,0,0,0,0.55,1.35,0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0,0],"lastWake":{"ts":"2026-06-15T12:53:08.254Z","tokens":896727,"usd":0.55,"msgs":19}},"onchain":{"deals":42,"openIntents":0,"balanceUsd":103.35,"realizedPnl":3.31,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":441,"wakes":358,"firstWakeMs":1780927992000,"lastWakeMs":1781546400000,"ageMin":23,"lastWhy":"No binary bet within 30min of expiry with CEX taker in money. No swap edge β‰₯10bps. SSV premium exists (+25bps) but no po","repeatWakes":309,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781547936934,"watching":"new intent >2703 with edge β‰₯5bps OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback (SSV +67bps regime open β€” awaiting fresh SSV/ETH poster)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":2}},"verdict":{"summary":"Was filling cleanly through w354 (ETH +26bps deal 196, +33bps deal 198, both vs LP-Maker), confirming ETH latency-edge regime. No new deals since prior summary β€” still 21 LP-Maker + 2 Vulture-Andrew = 23 shown. W355–w358 all WAIT (correct: no qualifying edge). Now BROKEN: wakes_failing=true with launch-wake exit 1 appearing after w358 (17:53, 4min ago). ETH ","badge":"WAKE BROKEN","confidence":"high","bottomLine":"BROKEN β€” wakes_failing=true, 'launch-wake exited 1 (not a usage cap)' post-w358. ETH latency edge (+26–33bps vs LP-Maker) remains dominant: 21/23 settled deals are LP-Maker ETH swaps, zero shift to BTC binaries or SSV. No new fills since deal 198 (w354). tokens_5h_usd=$0 is inaccurate β€” last_wake_usd=$0.55 and w351–w358 all fall within the 5h window, suggesting token tracking is stale or broken alongside the launch failure.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 after w358 (17:53); tokens_5h_usd=$0 contradicts last_wake_usd=$0.55 and 8 coherent wakes in the visible 5h window; watcher still armed (pidAlive=true, nextFallbackMin=21) but execution layer broken"},"reasoningRead":"Sound through w358 β€” correctly identified +26/+33bps ETH edges (w353/w354 fills), correctly skipped poison poster 0x8121 on #2591 revert, correctly held off on stale SSV at $2.40 oracle with no fresh poster (w358). Solving the right problem; broken at the launch layer, not reasoning.","wakeTriggers":["New intent >HWM(2703) with quickSwapEdge β‰₯5bps (CEX price fetch pre-filter)","Crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money","30-min fallback (appropriate for avg_gap_min=30)","MISSING: no SSV-specific trigger β€” watcher label acknowledges +67bps SSV regime but watcher only fires if a new SSV intent appears above HWM; no timer-based ret"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"21/23 settled deals are LP-Maker swaps; sole reliable ETH latency-edge counterparty","available":"active (153 lifetime deals, primary hub)"},{"agent":"vulture-andrew","fit":"maybe","why":"2/23 deals β€” arb-hunter takes vulture's posted intents opportunistically; not a primary source","available":"pidAlive=false in ongoing PID death cycl"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: wakes_failing after w358 β€” cannot read current book; w355–w358 all correctly returned WAIT before the break (no qualifying edge found)","wakeScript":{"wellReasonedForMission":true,"good":["HWM-gated trigger (>2703) ensures only fresh flow fires a wake β€” correct for latency-arb","Real-time CEX price fetch (Coinbase ETH/BTC, Binance SSV) with bps calc before waking avoids spurious fires on stale data","SKIP_POSTERS blocklist (0x8121) prevents wasted wakes on custom-template reverts β€” validated by w355 #2591 observation","30-min fallback matches avg cadence; label captures current SSV regime context"],"lacking":["EDGE_BPS_MIN=5bps in watcher vs agent's stated 10bps acceptance floor β€” watcher fires on edges the agent will immediately decline","No SSV-specific retry: when no fresh SSV poster exists (w358 condition), agent waits passively for 30-min fallback rather than any shorter SSV-targeted trigger"],"suggestedChange":"Raise EDGE_BPS_MIN from 5 to 10 to match the agent's actual acceptance floor β€” eliminates sub-floor spurious wakes that cost ~$0.55 each for a guaranteed WAIT decision"},"issues":[{"scope":"core","title":"launch-wake exits 1 β€” arb-hunter BROKEN post-w358","detail":"wakes_failing=true; 'launch-wake exited 1 (not a usage cap)' appeared after w358 (17:53). W358 output was fully coherent; the failure is in the launch entrypoint layer, not in agent reasoning. tokens_5h_usd=$0 is a secondary signal: 8 wakes fall inside the 5h window with last_wake_usd=$0.55, so $0 i","fix":"Inspect agent-entrypoint and launch-wake logs for what changed between w358 and the next attempt; restore and verify w359 completes cleanly before marking resolved"},{"scope":"agent","title":"Watcher EDGE_BPS_MIN (5bps) vs agent floor (10bps) mismatch","detail":"Watcher fires wake on β‰₯5bps swap edge; agent's stated floor is 10bps. Any 5–9bps edge fires an LLM wake (~$0.55) that the agent declines. W351 and w352 may be examples of this pattern.","fix":"Set EDGE_BPS_MIN = 10 in current.ts to align with agent's actual acceptance threshold"}],"assessment":"BROKEN β€” wakes_failing=true, 'launch-wake exited 1 (not a usage cap)' post-w358. ETH latency edge (+26–33bps vs LP-Maker) remains dominant: 21/23 settled deals are LP-Maker ETH swaps, zero shift to BTC binaries or SSV. No new fills since deal 198 (w354). tokens_5h_usd=$0 is inaccurate β€” last_wake_usd=$0.55 and w351–w358 all fall within the 5h window, suggesting token tracking is stale or broken alongside the launch failure."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":3426976,"w5Usd":2.33,"w5PctPool":1.4,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":3426976,"w7Son":36707267,"hourly":[0.98,0,0.45,0.26,0.64,0.29,0.69,1.82,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0,0.53],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":75.74,"realizedPnl":-18.88,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":469,"wakes":94,"firstWakeMs":1780944154000,"lastWakeMs":1781546520000,"ageMin":21,"lastWhy":"myOpenIntents empty, BTC $66,857, strike $66,000 = 1.28% cushion. Deal 159 past betExpiry 17:59 UTC β€” settled as loss. N","repeatWakes":70,"avgGapMin":139,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781560940997,"watching":"intent 2727 resolved OR BTC +1.5% ($67,859) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":219}},"verdict":{"summary":"Intent 2454 (BTC<$65,400) confirmed FILLED since prior summary (w64 13:13Z) β€” this is a NEW deal with Mimic-Ljuba, not one of the two pre-existing bets (159, 160); intent 2375 (BTC<$64,900) also filled (w62 11:17Z), a second new position. Intent 2505 expired without fill. Current anchor 2630 (BTC<$65,600) resting at ~1.27% cushion vs BTC $66,444. Deal 159 (b","badge":"BEAR BLEEDING ON BTC RISE","confidence":"high","bottomLine":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","rootCause":{"class":"mispriced","evidence":"BTC has risen from ~$64,500 (deal 159 strike era) to $66,444 (w65 baseline), invalidating every bear bet posted. Intents 2375 and 2454 were filled eagerly by Mimic-Ljuba/Polymarket-Ljuba β€” counterparties treating these as favorable (BTC stays above strike), consistent with market direction. Intent 2"},"reasoningRead":"Sound execution of the wrong problem. The anchor-and-repost loop is disciplined: consistent ~1.2–1.3% cushion, clean HALT/resume transitions (w58–w60), correct re-post trigger on fill or expiry. However, the agent is solving 'maintain a resting bear bet' rather than 'reassess whether bear bets should be posted at all given BTC has risen ~$2,000 since deal 159 was struck.' The HALT cleared at w60 (","wakeTriggers":["Intent 2630 resolved (filled or TTL expiry) β†’ re-post anchor","Deal 159 pre-fire at 17:49Z (10min before 17:59Z betExpiry) β†’ attempt settlement","BTC +1.5% from $66,443.76 baseline (~$67,390) β†’ posture reconsider","4h fallback (~18:17Z)"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"Taking ABOVE side of Bear-Yosher's BELOW bets; 3 of last 4 settled deals, fills 2375 and 2454 confirmed this cycle","available":"active β€” 20 deals, health ok"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 of last 4 settled deals; values bets against Polymarket distribution, takes mispriced BELOW bets as ABOVE","available":"active β€” 5 deals, health ok"}],"reliableCounterparties":2,"missedOpportunities":"Multiple wakes ('no bearish takes on book' at w58, w60, w65) confirm no resting BELOW bets were available to take. No missed taker opportunities; agent's taker leg is starved by thin book supply. Posting its own bets is the correct fallback per mission.","wakeScript":{"wellReasonedForMission":true,"good":["Intent lifecycle trigger (2630 fill OR TTL expiry) is the right primary signal for a bet-and-repost strategy","Deal 159 pre-fire at 17:49Z (10min before betExpiry) gives time to attempt settlement β€” correctly timed","BTC adverse +1.5% triggers a wake without forcing a halt; the LLM then judges 'persistent >2% over legs' per mission β€” two-layer design is correct","4h fallback is appropriate for a patient 24h-bet strategy (not sub-minute polling)"],"lacking":["No downside BTC trigger: if BTC drops sharply toward the strike, the agent sleeps up to 4h before acting; a BTC -1% fire could let it settle profitable deals fa"],"suggestedChange":"Add a BTC -1% downside trigger (mirroring the +1.5% upside trigger) so a favorable move toward the strike wakes the agent promptly β€” currently a winning move sleeps up to 4h before settlement or taker action."},"issues":[{"scope":"agent","title":"Bear thesis unreviewed despite persistent BTC rally","detail":"BTC has risen from ~$64,500 (deal 159 era) to $66,444 across this session. Every anchor bet (2375, 2454, 2505, 2630) has been posted OTM with BTC above strike. HALT cleared at w60 on 'both assets SHORT' posture signal, but the price level context (BTC $1,900+ above deal 159 strike) argues for reasse","fix":"Add a cumulative-OTM threshold check: if all open deals are >2% OTM AND BTC has risen >3% from the oldest open deal's era, require explicit thesis reaffirmation before posting the next anchor (not just HALT logic, which only fires on rapid moves)."},{"scope":"agent","title":"Deal 159 near-certain $4 loss at 17:59Z today","detail":"BTC<$64,500 with BTC at $66,444 is 2.9% OTM. BTC would need to fall $1,944 in <3.75h to win. Watcher correctly pre-fires at 17:49Z. Loss is priced in β€” no action changes the outcome, but the USDC unlock ($4) post-expiry should trigger a USDC position update.","fix":"No fix needed for this deal; ensure post-expiry USDC wallet update is reflected in the next anchor stake calculation."},{"scope":"agent","title":"Intent 2505 expired without fill β€” strike calibration","detail":"2505 expired (w65 confirms 'myOpenIntents empty (2505 expired)') unlike 2375 and 2454 which filled quickly. The TTL window for 2505 may have been too short or strike too low to attract takers at that BTC level. The pattern: fills happen fast (~40-60min) when BTC is near the 1.2-1.3% cushion band, bu","fix":"Track fill-vs-expire ratio per anchor: if >2 consecutive expiries occur, widen the cushion to 1.5% to improve fill probability."}],"assessment":"Both 'custom live ↔ Mimic-Ljuba' entries since prior summary are NEW positions (2375 filled w62, 2454 filled w64) β€” not the pre-known 159/160. All three open/recent bets are OTM: Deal 159 (~2.9% OTM, $4 loss near-certain at 17:59Z), Deal 160 (status unclear but BTC well above any sub-$65k strike), and anchor 2630 (~1.27% OTM currently). Realized PnL -$17.71 reflects a bear thesis losing to a BTC rally from ~$64,500 to $66,444 across this session.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"57th consecutive null cycle β€” no field has changed since the 56th. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Step-1 focus question answered: nothing changed. Explicit decommission-or-deploy decision is ","badge":"NEVER INITIALIZED","confidence":"high","bottomLine":"57 consecutive null cycles with zero change across every observable field. This is not a crashed agent β€” it was never deployed. The fleet carries a dead slot at index-maker's position; paired agent index-taker is equally uninitialized and also starved of a counterparty that will never arrive until this agent goes live.","rootCause":{"class":"infra-down","evidence":"wake_script_source=null, wakes=0, tokens_lifetime_usd=0, armed=false, pidAlive=false across 57 observed cycles β€” agent was never initialized; no PID, no script, no watcher"},"reasoningRead":"N/A β€” zero execution history. No reasoning to evaluate.","wakeTriggers":["MISSING: no wake script deployed β€” no trigger of any kind exists"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole purpose is to take the SHORT side of LONG IndexBasket intents that index-maker is supposed to post","available":"also never initialized β€” mutual dependen"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” agent has never woken; no book access ever established","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no script exists at all","No watcher armed, no PID, no fallback interval"],"suggestedChange":"Deploy a wake script and initialize the agent β€” without this, every other assessment is moot"},"issues":[{"scope":"agent","title":"Agent never deployed β€” 57 null cycles","detail":"index-maker has no wake script, no watcher, no PID, 0 tokens consumed, 0 wakes in all 57 observed cycles. It is occupying a fleet slot but has never executed. Its paired counterparty index-taker is in identical state β€” the IndexBasket market is completely inert.","fix":"Binary decision required: either deploy the agent (write wake_script/CLAUDE.md, arm the watcher) or formally decommission the slot and remove index-taker from the roster. 57 cycles without action means this is not 'pending' β€” it needs an explicit owner decision this cycle."}],"assessment":"57 consecutive null cycles with zero change across every observable field. This is not a crashed agent β€” it was never deployed. The fleet carries a dead slot at index-maker's position; paired agent index-taker is equally uninitialized and also starved of a counterparty that will never arrive until this agent goes live."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"57th consecutive null cycle β€” zero delta on any dimension vs 56th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. Focus question answered: no change to armed/pidAlive/script; 0x57F8…B0ff sNVDA call confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” index-taker would pass ","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"57 null cycles, 0 wakes, $0 tokens β€” not a crash, not waiting: never initialized. The sNVDA call (0x57F8…B0ff) on the book is an Option/Swap template and would not qualify for index-taker's IndexBasket mission even if the agent were live. No action is possible until a wake script and watcher are deployed.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 57 cycles; no watcher ever registered; wakes_failing=false only because zero wakes were ever attempted β€” absence of failure, not health"},"reasoningRead":"N/A β€” no LLM reasoning has ever executed for this agent.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"Natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to short","available":"unknown health, also never observed deal"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book β€” no wake script, never polled the order book in 57 cycles","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["wake_script_source is null β€” no watcher exists at all","No fallback, no armed trigger, no cadence defined"],"suggestedChange":"Deploy a wake script that polls for open IndexBasket intents (template-filtered), fires when one appears, with a patient fallback of ~60 min β€” only then can the audit-custom-deal / fail-closed accept logic run"},"issues":[{"scope":"agent","title":"Agent never initialized β€” 57 null cycles","detail":"No wake script, no watcher, no wakes, no tokens ever consumed. This is a deployment gap, not a runtime failure. The 0x57F8…B0ff sNVDA call on the book would not qualify (Option template, not IndexBasket), so there is no immediate missed trade β€” but any future IndexBasket intent posted by index-maker","fix":"Make a deployment decision: write a wake_script (watch for IndexBasket template intents on the order book, fallback ~60 min), deploy the watcher, and verify first wake executes the audit-custom-deal skill before crossing."}],"assessment":"57 null cycles, 0 wakes, $0 tokens β€” not a crash, not waiting: never initialized. The sNVDA call (0x57F8…B0ff) on the book is an Option/Swap template and would not qualify for index-taker's IndexBasket mission even if the agent were live. No action is possible until a wake script and watcher are deployed."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":987,"msgs":21709,"total":1375042061,"totalUsd":829.84,"w5":96173648,"w5Usd":57.18,"w5PctPool":38.5,"w7":1351522535,"w7Usd":817.09,"w7PctPool":56.3,"w5Son":96173648,"w7Son":1149849739,"hourly":[4.03,0,4.97,20.85,27.32,14.43,12.55,20.01,17.69,14.83,10.15,8.31,8.87,10.83,17.54,13.65,19.7,15.53,13.79,14.97,19.53,10.07,17.28,12.67],"lastWake":{"ts":"2026-06-15T18:22:59.568Z","tokens":3664608,"usd":2.27,"msgs":40}},"onchain":{"deals":153,"openIntents":12,"balanceUsd":749.36,"realizedPnl":-27.83,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":485,"wakes":263,"firstWakeMs":1781018900000,"lastWakeMs":1781547240000,"ageMin":9,"lastWhy":"Eliminate free options (SSV ask +3.3bps, sAAPL bid inverted, sNVDA bid inverted). Concurrent wakes already acted; my job","repeatWakes":209,"avgGapMin":34,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781550080000,"watching":"PREFIRE 18:41Z + inversion guards (BTC/sMSFT tight) + 18:58Z fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":38}},"verdict":{"summary":"BROKEN: wakes_failing=true with wake_error 'launch-wake exited 1' β€” every wake attempt since w227 (18:05Z, 139 min ago) has failed. Watcher is armed with nextFallbackMin=53, but that fallback will also fail until the launch-wake binary issue is resolved. PnL deteriorated further to -$28.37 (from -$26.5 prior, -$1.87 this window), still driven by Arb-Hunter-T","badge":"WAKE BROKEN","confidence":"high","bottomLine":"wakes_failing=true, exit code 1 on launch-wake β€” NOT a rest cycle. The watcher fires (armed=true) but the claude entrypoint dies immediately on every attempt. Book dark for 139 min, PnL at -$28.37 and widening. Fallback in 53 min will re-trigger but fail identically unless the binary/entrypoint is fixed.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; wake_error 'launch-wake exited 1 (not a usage cap)'; pidAlive=false; last successful wake w227 at 18:05Z (139 min ago); nextFallbackMin=53 will re-trigger but same binary failure expected"},"reasoningRead":"Moot until wakes run. Prior reasoning (w224–w227) was sound and quantitative β€” guard-based repricing, vol-adjusted spreads, concurrent-wake dedup. But all of that is frozen. The agent is not solving the wrong problem; it's not running at all.","wakeTriggers":["PREFIRE_MS 18:41Z β€” time-based renewal before earliest quote expiry ~18:50Z","ASK_GUARDS per-instrument: fires if oracle >= ask price (inversion)","BID_GUARDS per-instrument: fires if oracle <= bid price (bid inverts)","newMatches: fires on new fillable intent appearing in open book","FALLBACK_MS 18:56Z","MISSING: watcher fires correctly but launch-wake exits 1 β€” all triggers are dead on arrival"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"accounts for ~54% of recent LP fills (20/37 visible); primary adverse-selection source and primary taker of LP liquidity","available":"active (42 deals, health ok per fleet)"},{"agent":"stacker-massimo","fit":"yes","why":"4 recent fills; benign taker buying equities near oracle β€” favorable counterparty for LP","available":"active (13 deals, health stuck)"},{"agent":"option-writer-matheus","fit":"yes","why":"6 recent fills; delta-hedge swaps through LP β€” recurring legitimate flow","available":"active (26 deals, health stuck)"},{"agent":"vulture-andrew","fit":"maybe","why":"3 recent fills; opportunistic, could pick off stale quotes during book darkness","available":"pidAlive=false / armed=false β€” own cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA swaps are LP's target flow; no recent LP↔Rebalancer deals visible in this window","available":"health stuck"}],"reliableCounterparties":2,"missedOpportunities":"Unmeasurable: watcher fires but wake execution fails, so the agent cannot evaluate or take any intents. The 12 open intents from w227 (posted ~18:05Z) are now 139 min stale with no repricing β€” any with inverted prices are giving free options to Arb-Hunter or Vulture while LP cannot act.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE guard ensures renewal before earliest quote expiry β€” avoids book going dark at expiry boundary","Per-instrument ASK_GUARDS and BID_GUARDS with current oracle prices: catches inversion events without LLM calls","newMatches fires on fresh fillable intents β€” LP responds to new taker flow immediately","60s poll cadence appropriate for a maker that needs to track oracle drift","Fallback 18:56Z provides hard deadline backstop"],"lacking":["No guard on age of quotes β€” if wakes fail for 2h+ (as now), stale w227 quotes sit unmanaged without triggering a guard","No staleness/last-reprice timestamp check that would fire as a guard condition independent of price movement"],"suggestedChange":"Add a MAX_QUOTE_AGE_MS guard (e.g. 90 min) that fires fireWake if any live quote was posted more than that threshold ago β€” this would have self-triggered during the current outage window and would catch future multi-hour dark periods."},"issues":[{"scope":"core","title":"launch-wake exits 1 on every attempt (not usage-cap) β€” entrypoint broken","detail":"wakes_failing=true, wake_error 'launch-wake exited 1 (not a usage cap)'. The watcher arms and fires correctly but the claude/agent entrypoint process dies immediately. This blocks ALL execution β€” repricing, fills, guard responses. pidAlive=false on every attempted wake since w227 (18:05Z). Fallback ","fix":"Check the launch-wake binary / entrypoint script for this agent: verify the executable is present on PATH, check for a missing dependency or env var that changed since w227 succeeded, inspect the full stderr output referenced by 'output above'. If this is a shared entrypoint, check other agents for "},{"scope":"agent","title":"Adverse-selection spread regime: Arb-Hunter-Tom fills 54% of LP volume at CEX-latency advantage","detail":"20/37 recent visible fills are Arb-Hunter, realized PnL -$28.37 and deteriorating (-$1.87 this window alone). w210 spreads are structurally too tight for 60s poll cadence against a latency-arb bot. Token cost $59.45 / 5h = 39.8% of pool is also unsustainable.","fix":"Widen ETH/BTC spreads by 15-25bps on the bid side to price in Arb-Hunter's CEX edge; consider asymmetric spread (wider on fast-moving legs). This is an agent CLAUDE.md change β€” the wake script logic is sound, the spread inputs are the problem."}],"assessment":"wakes_failing=true, exit code 1 on launch-wake β€” NOT a rest cycle. The watcher fires (armed=true) but the claude entrypoint dies immediately on every attempt. Book dark for 139 min, PnL at -$28.37 and widening. Fallback in 53 min will re-trigger but fail identically unless the binary/entrypoint is fixed."},"overBudget":{"pct":38.5,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":1,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":436,"wakes":131,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":26,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":99,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781553715105,"watching":"intent #2732 resolved OR new BinaryBet on book (or 2h fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":99}},"verdict":{"summary":"Stock-market-open trigger DID fire since prior summary: w113 (17:57 UTC) posted sNVDA maker intent #2732, confirming the 13:30 UTC wire fired and mimic responded. The Bear↔Mimic settled deals (#192 and #197) ARE the 2630-anchor positions β€” deal #197 explicitly logged 'BTC $1,105 ITM for my side' at acceptance, matching BTC $1,105 above the $65,600 strike; de","badge":"WAKES BROKEN","confidence":"high","bottomLine":"Mimic executed well through w113 (17:57Z, posted sNVDA intent #2732) but is now dark: every wake fails with 'launch-wake exited 1', same error class as Vulture-Andrew. Two live BTC>$65,600 positions (deals #192, #197) carry $664 of cushion (1%) with BTC at $66,264 and Bear-Yosher rally risk flagged fleet-wide. The watcher will fire again at nextFallbackMin=118 but will fail again until the platform entrypoint is fixed.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 on last wake (last_wake_min_ago=7); watcher pid alive but agent entrypoint fails; last successful wake w113 at 17:57Z; identical error class to Vulture-Andrew across 8+ cycles β€” platform binary regression, not agent-specific"},"reasoningRead":"Sound through w113 β€” disciplined β‰₯3pp edge floor enforced across w106–w109 (correctly passing deals with taker loss 10–65pp), correct identification of +45pp edge in deal #197, correct sNVDA directional mirror in w113. Reasoning quality is not the issue; infra is.","wakeTriggers":["intent #2732 resolved (accepted or expired)","new BinaryBet appears on book (genuinely new β€” seen-set initialized on first loop, no false positives from stale board)","2h fallback (nextFallbackMin=118)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"Primary counterparty: 3 of 4 recent settled deals; Bear posts BTC<$65,600 (anchor 2630), mimic takes the opposite side; 1 open Bear intent c","available":"health=stuck, 1 open intent"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; Polymarket-Ljuba holds BTC>$64,900 (deal #190 expiry Jun16) β€” overlapping bull exposure; could cross on ITM binary flow","available":"last_wake=430min ago, passivity risk fla"},{"agent":"momentum-nikita","fit":"maybe","why":"Could take sNVDA maker intent #2732 if sNVDA is the current momentum leader; mission tracks strongest mover","available":"health=ok"},{"agent":"stacker-massimo","fit":"maybe","why":"Accumulates sNVDA/sAAPL/sMSFT β€” could take intent #2732 as a delivered swap if priced within 1% of oracle","available":"health=stuck"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since wakes failing: any new BinaryBets posted after w113 (17:57Z) would have triggered a failed wake β€” mimic is blind to all new flow. The 1 open Bear-Yosher intent is a candidate but inaccessible until entrypoint is restored.","wakeScript":{"wellReasonedForMission":true,"good":["Dual trigger: own-intent resolution + new BinaryBet on book β€” exactly the two events that change mimic's optimal action","Seen-set initialized on first loop pass so only genuinely new intents fire (not stale board noise)","2h fallback present; 60s poll cadence appropriate for a directional bet agent that acts in hours not seconds","Zero-LLM watcher"],"lacking":["No BTC price trigger: if BTC drops toward the $65,600 strike on deals #192/#197 (currently 1% cushion), watcher won't fire until the 2h fallback β€” mimic is slow"],"suggestedChange":"Add a BTC price watch trigger: fire immediately if BTC falls below ~$65,900 (a 300-point buffer above the $65,600 strike), so mimic can respond to cushion erosion on its live Bear-Yosher positions rather than waiting up to 2h."},"issues":[{"scope":"core","title":"launch-wake exiting 1 β€” platform entrypoint broken, same class as Vulture-Andrew","detail":"mimic-ljuba wakes failing with 'launch-wake exited 1 (not a usage cap)' since w113 (~17:57Z, last_wake_min_ago=7). Vulture-Andrew has the same error across 8+ cycles. Two agents sharing an identical exit-1 error is a platform regression, not two independent agent faults. Watcher is alive but no agen","fix":"Diagnose launch-wake exit-1 on the core entrypoint β€” check claude binary PATH availability, node/runtime version mismatch, or entrypoint script regression since last deploy. Fix fleet-wide; this is one root cause masking as two stuck agents."},{"scope":"agent","title":"Live BTC>$65,600 positions (deals #192, #197) exposed with 1% cushion and no price-based wake trigger","detail":"Deals #192 and #197 (mimic holds BTC>$65,600 against Bear-Yosher) have $664 of cushion at BTC $66,264. Step-1 flags Bear-Yosher rally risk (anchor 2630 has 1.27% cushion). If BTC reverses, mimic's watcher won't fire on price movement β€” only on intent resolution or new BinaryBets β€” so mimic is dark f","fix":"After entrypoint is restored: add BTC price-below-$65,900 trigger to current.ts watcher alongside the existing intent/BinaryBet triggers."}],"assessment":"Mimic executed well through w113 (17:57Z, posted sNVDA intent #2732) but is now dark: every wake fails with 'launch-wake exited 1', same error class as Vulture-Andrew. Two live BTC>$65,600 positions (deals #192, #197) carry $664 of cushion (1%) with BTC at $66,264 and Bear-Yosher rally risk flagged fleet-wide. The watcher will fire again at nextFallbackMin=118 but will fail again until the platform entrypoint is fixed."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":104.96,"realizedPnl":4.96,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":458,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":227,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":262}},"verdict":{"summary":"W49 (14:36Z Jun 15) re-posted #2653 (USDCβ†’ETH bid, 20 USDC, implied ~$1,830, 8h TTL) on the session's strongest dual-confirm (fast 2.89pp, slow 3.51pp). Intent is STILL OPEN after 208 min β€” open_intents=1, no new settled deals, no additional wakes. Watcher is healthy (armed=true, pidAlive=true, 60s poll), next trigger is fallback at ~22:36Z (~281 min out). P","badge":"BID LIVE, NO TAKER","confidence":"high","bottomLine":"Intent #2653 (USDCβ†’ETH, implied $1,830) is 208 min into its 8h TTL with no fill. Watcher is alive and correctly polling, but the agent has no mid-TTL reprice trigger β€” if ETH > $1,830 now (likely given w47-w49 trajectory), this bid is taker-unfavorable and will sit until ~22:36Z fallback, repeating the #2536 cancellation pattern.","rootCause":{"class":"counterparty-starved","evidence":"open_intents=1 (#2653), 0 settled_deals in detailed view post-w49; ETH rose $1,794β†’$1,822β†’$1,830 implied across three consecutive wakes β€” takers have no incentive to sell ETH into a bid that's below current market; no LP/arb-hunter fill in 208 min"},"reasoningRead":"Sound and on-mission. Agent correctly applies dual-confirm filter (2pp fast+slow), cancelled a stale bid (#2536) when ETH ran away, repriced twice (#2547 β†’ #2653). The loop is disciplined. However, it is solving the right problem with the wrong cadence: it detects ETH momentum accurately but posts bids into a rising market where each reprice arrives already stale β€” the bid is a trailing indicator ","wakeTriggers":["Intent #2653 resolves (filled OR expired) via ownIntentResolved","Momentum gap β‰₯2pp between any two assets in market-hours-aware universe (BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)","8h fallback ~22:36Z Jun 15 (nextFallbackMin=281)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"fills USDCβ†’ETH swaps near oracle mid from deep inventory","available":"153 deals but health=stuck; adverse-sele"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided swaps if CEX feed shows favorable spread vs on-chain bid","available":"42 deals, health=stuck; would only fill "},{"agent":"swing-nikita","fit":"no","why":"fades dislocations by buying below trailing avg β€” would not lift an ETH bid above current oracle","available":"7 deals, health=stuck"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable from this data: watcher checks own intent and gap signals, not the full book β€” cannot assess whether a favorable swap or binary was visible while the agent was dormant between w49 and now.","wakeScript":{"wellReasonedForMission":true,"good":["Market-hours-aware universe prevents phantom divergence from stale stock prices after 20:00 UTC","ownIntentResolved fires immediately on fill OR expiry β€” no wasted TTL waiting for fallback","Baseline captured dynamically on first poll (not at wake time), giving a clean intra-wake reference","60s poll is appropriate for momentum β€” tight enough to catch a gap before it closes","8h fallback matches intent TTL, so fallback and expiry arrive together"],"lacking":["No mid-TTL reprice trigger: if ETH rises >X% above implied bid price, the bid becomes taker-unfavorable and the agent is blind until intent expires or 8h fallba","Gap signal is relative (leader vs next-best from w49 baseline) β€” does not detect when ETH absolute price has moved enough to make the posted bid stale even if n"],"suggestedChange":"Add a bid-staleness trigger: if current ETH price > (bid implied price Γ— 1.005), fire a wake to cancel and reprice β€” prevents the agent from sitting on a taker-unfavorable bid for hours while correctly detecting no NEW momentum gap."},"issues":[{"scope":"agent","title":"No mid-TTL reprice on absolute ETH drift","detail":"Watcher fires on relative gap (vs w49 baseline) or intent resolution β€” not on absolute price drift vs the posted bid. ETH at $1,830 implied (w49) with ETH rising through w47-w49; if ETH is now $1,840+, the bid is stale-unfavorable for ~278 more min with no rescue. This is the same dynamic that requi","fix":"Add condition: if ETH price > MY_BID_IMPLIED * 1.005 (or configurable threshold), fireWake('bid stale: ETH ${cur} > implied ${implied}'); reprice immediately rather than holding a taker-unfavorable bid for hours"},{"scope":"agent","title":"Momentum signal leads but bids lag β€” structural trailing-indicator dynamic","detail":"Agent correctly detects ETH momentum (2.89pp fast at w49) but the act of posting a bid at that moment creates a fixed price in a moving market. Three consecutive reprices (#2536 β†’ #2547 β†’ #2653) show the pattern: strong signal, stale bid. The gap signal and the bid price need to be coupled more tigh","fix":"Consider posting at a mild premium above current oracle (not at implied-at-signal-time) to give the bid room to remain taker-favorable as ETH rises; or shorten TTL (4h vs 8h) so repricing happens more frequently during active momentum runs"}],"assessment":"Intent #2653 (USDCβ†’ETH, implied $1,830) is 208 min into its 8h TTL with no fill. Watcher is alive and correctly polling, but the agent has no mid-TTL reprice trigger β€” if ETH > $1,830 now (likely given w47-w49 trajectory), this bid is taker-unfavorable and will sit until ~22:36Z fallback, repeating the #2536 cancellation pattern."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":425,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":61,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":86}},"verdict":{"summary":"Drought now spans w32–w39 (Jun14 13:49Z β†’ Jun15 17:22Z, 8 consecutive no-action wakes). sNVDA call (0x57F8…B0ff) confirmed skipped: w36–w39 all report 'zero audited Option intents / only Swaps, BinaryBets, non-Option templates' β€” consistent with the hash mismatch vs 0xb3d66f4b…. No other qualifying audited option appeared. option-writer-matheus holds 0 open ","badge":"SUPPLY-STARVED, CORRECT","confidence":"high","bottomLine":"8 no-action wakes since Jun14 13:49Z, all correctly reporting zero audited Options (hash 0xb3d66f4b…). The sNVDA call (0x57F8…B0ff) is a non-audited template β€” properly ignored. No qualifying supply exists: option-writer-matheus has 0 open intents. PnL +$26.81 on 5 lifetime deals. Drought is market-structural; agent behavior is correct.","rootCause":{"class":"counterparty-starved","evidence":"option-writer-matheus: 0 open intents. sNVDA on book is hash 0x57F8…B0ff β‰  0xb3d66f4b… β€” not an audited Option. w36–w39 all confirm 'zero audited Option intents.' No deal event possible until option-writer-matheus posts with the audited hash."},"reasoningRead":"Sound and solving the right problem. Each wake correctly filters by template hash before any edge-bar evaluation. w34–w35 show the agent correctly applying the premium/time threshold even when a hash-matching intent appears (intent #1849 premium 5%, expiry 1.47h; intent #1924 premium 3%, expiry 87min β€” both below threshold). No churn: wakes are short, purposeful scans. The agent is not rationalizi","wakeTriggers":["New intent appears with kind=Option AND templateHash=0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63","6h fallback (nextFallbackMin=105 β†’ fires ~Jun15 19:07Z)"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"Sole audited-option writer on roster; all 5 settled deals presumably sourced here. Currently 0 open intents.","available":"DORMANT β€” 0 open intents"}],"reliableCounterparties":0,"missedOpportunities":"None. sNVDA call (0x57F8…B0ff, strike $210.13, 0.17 USDC premium, 1182min left) correctly skipped β€” wrong template hash. No other option with hash 0xb3d66f4b… visible on book across w36–w39. Nothing qualified to miss.","wakeScript":{"wellReasonedForMission":true,"good":["Hash-exact filter (0xb3d66f4b…) means the watcher cannot false-fire on non-audited options like the sNVDA call β€” correct behavior confirmed by w36–w39","6h fallback is appropriate cadence for a patient taker whose counterparty posts infrequently; no sub-minute polling","Baseline seen-set pattern means existing resting intents don't trigger re-evaluation on every loop iteration β€” zero-noise","PID written for manual stop; zero-LLM watcher"],"lacking":["Watcher only fires on NEW intents (not seen at baseline). If option-writer-matheus posts a qualifying option while the watcher is between cycles and it becomes ","No monitoring of option-writer-matheus activity as a leading indicator β€” if that agent posts non-audited options repeatedly, this watcher never learns the write"],"suggestedChange":"Add a secondary trigger: if any intent with kind=Option (any hash) appears and it is NOT the audited hash, log it as 'non-audited option on book' in the wake note. This surfaces template drift by option-writer-matheus without changing accep"},"issues":[{"scope":"agent","title":"option-writer-matheus supply drought starves only taker","detail":"0 open intents from the sole audited-option writer means option-taker-matheus has had 0 qualifying supply for 8+ wakes (since Jun14 13:49Z). The ecosystem has exactly one writer and one taker for this instrument β€” any writer downtime produces a complete market freeze.","fix":"Diagnose why option-writer-matheus has 0 open intents (its 70/30 engine may have paused due to inventory/PnL limits or is posting non-audited templates). Consider a second audited-option writer or cross-auditing option-writer-matheus's current template hash."},{"scope":"agent","title":"Baseline seen-set gap: qualifying intent could be silently skipped if present at watcher startup","detail":"The seen set is populated on first loop iteration with ALL current intents. An audited option already resting on the book when the watcher arms will never fire fireWake β€” only the 6h fallback catches it. Given the long drought, this is the most likely path for the next qualifying deal to be found (v","fix":"On first iteration, if any intents in the baseline match isAuditedOption, immediately call fireWake rather than silently adding them to seen. This closes the gap between 'already resting' and 'newly appeared' options."}],"assessment":"8 no-action wakes since Jun14 13:49Z, all correctly reporting zero audited Options (hash 0xb3d66f4b…). The sNVDA call (0x57F8…B0ff) is a non-audited template β€” properly ignored. No qualifying supply exists: option-writer-matheus has 0 open intents. PnL +$26.81 on 5 lifetime deals. Drought is market-structural; agent behavior is correct."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40073579,"w7Usd":9.97,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0,0.38,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":2,"balanceUsd":99.38,"realizedPnl":-8.64,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":430,"wakes":37,"firstWakeMs":1781445671878,"lastWakeMs":1781546030000,"ageMin":29,"lastWhy":"Ranking rotated overnight: sNVDA is now best stock (+3.52%), no longer worst-2. sMSFT is now worst-2 (+2.23%). Must rota","repeatWakes":0,"avgGapMin":46,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551692322,"watching":"intent 2716 (sNVDA sell) or 2718 (sMSFT buy) resolves, or 1.5h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":65}},"verdict":{"summary":"REBALANCE_WINDOW (epoch 1781544900, 14:35 UTC) fired and w37 executed at 17:53 UTC β€” ~3h 18min after window open, consistent with the ~15:26 fallback having triggered β€” posting two ENGINE 2 rotation intents: 2716 (sNVDA sell, 0.03464 sNVDAβ†’7.34 USDC, βˆ’0.10% oracle) and 2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT, +0.51% oracle). Both are ENGINE 2; neither is E","badge":"WAKE BROKEN, INTENTS LIVE","confidence":"high","bottomLine":"W37 correctly posted ENGINE 2 rotation intents 2716/2718 after REBALANCE_WINDOW, but wakes_failing=true with 'launch-wake exited 1' means the agent cannot act when those intents resolve β€” both primary counterparties (LP-Maker, Vulture) are also down, making fill probability near-zero even if the execution layer were healthy.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; wake_error='launch-wake exited 1 (not a usage cap)' present in both metrics and watcher; tokens_5h_usd=0 while last_wake_usd=0.86 (w37 at 17:53) β€” 5h window shows zero spend despite w37 being within it, consistent with post-w37 wakes failing before token attribution or with 5h me"},"reasoningRead":"W37 reasoning is sound and on-mission: Pyth Benchmarks ranking rotation correctly identified sNVDA (+3.52%) as best performer to shed and sMSFT (+2.23%) as new worst-2 to acquire. Oracle-relative pricing is calibrated β€” sell at βˆ’0.10% (competitive for an illiquid stock exit), buy at +0.51% (modest premium justified by sMSFT thin supply). Problem is not reasoning quality; the execution layer is bro","wakeTriggers":["ownIntentResolved on intent 2716 (sNVDA sell)","ownIntentResolved on intent 2718 (sMSFT buy)","1.5h fallback (nextFallbackMin=84)","MISSING: launch-wake exits 1 β€” triggers fire from watcher process but execution fails; resolution events will not be acted upon until infra is fixed"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"6/8 recent settled deals are LP-Maker; primary swap counterparty for stock rotation","available":"pidAlive=false per Step-1, 138-min wake "},{"agent":"vulture-andrew","fit":"yes","why":"2/8 recent settled deals; takes mispriced swaps opportunistically","available":"pidAlive=false, armed=false β€” 8th+ PID d"},{"agent":"stacker-massimo","fit":"maybe","why":"sNVDA/sMSFT accumulator β€” could cross intent 2716 (sNVDA sell) or post sMSFT ask that 2718 could fill","available":"health=stuck; unclear if resting sMSFT a"}],"reliableCounterparties":0,"missedOpportunities":"none measurable β€” intents 2716/2718 posted 10 min ago; insufficient time elapsed. Both primary counterparties (LP-Maker, Vulture) are down, so fill window is closed regardless of agent execution health.","wakeScript":{"wellReasonedForMission":true,"good":["Watches exactly the two live intents (2716, 2718) via ownIntentResolved β€” fires on resolution event, not on book state alone","Zero-LLM watch loop: deterministic, cheap, correct for a 'wait for fill/expiry then decide' phase","1.5h fallback is patient and appropriate β€” this agent thinks in hours, not minutes","60-second poll cadence is reasonable and not spammy"],"lacking":["No counterparty-recovery trigger β€” if LP-Maker comes back online while intents are live, the agent waits up to 84 min before catching the fill window","ENGINE 1 (ETH/BTC option-writing) has no dedicated trigger β€” any option opportunity is invisible until fallback fires"],"suggestedChange":"Add a secondary trigger on LP-Maker liveness (pidAlive flip to true), since it is the fill counterparty for 6/8 recent deals β€” currently the agent can miss a narrow fill window after LP-Maker recovers within the 84-min fallback gap."},"issues":[{"scope":"core","title":"launch-wake exits 1 β€” agent execution layer broken","detail":"wakes_failing=true, wake_error='launch-wake exited 1 (not a usage cap)'. Watcher process is alive (pidAlive=true) and correctly armed, but the execution entrypoint (launch-wake binary or its runtime deps) is broken. tokens_5h_usd=0 despite w37 at last_wake_min_ago=10 is a corroborating signal. This ","fix":"SSH into option-writer-matheus container and run `launch-wake --help` / check PATH; verify the binary exists and is executable. If missing/corrupt, redeploy or re-link. Cross-check against LP-Maker's container state β€” if same error, this is a fleet-level image regression (scope core, not just agent)"},{"scope":"agent","title":"No counterparty-recovery or ENGINE 1 trigger in current watcher","detail":"Once intents 2716/2718 resolve (fill or expiry), the fallback is the only path to the next wake β€” no early trigger on LP-Maker recovery or on ETH/BTC option demand. After the infra fix, ENGINE 1 has had zero demand since w32 (tested 3%β†’1.5% premiums); worth checking if market has moved.","fix":"After infra fix, add LP-Maker liveness check as secondary trigger. Also re-test ETH/BTC option premium at current vol to see if ENGINE 1 is viable again."}],"assessment":"W37 correctly posted ENGINE 2 rotation intents 2716/2718 after REBALANCE_WINDOW, but wakes_failing=true with 'launch-wake exited 1' means the agent cannot act when those intents resolve β€” both primary counterparties (LP-Maker, Vulture) are also down, making fill probability near-zero even if the execution layer were healthy."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":61,"msgs":1199,"total":61131804,"totalUsd":28.38,"w5":10438739,"w5Usd":6.76,"w5PctPool":4.2,"w7":61131804,"w7Usd":28.38,"w7PctPool":2.5,"w5Son":10438739,"w7Son":36510764,"hourly":[3.98,0,0.31,1.69,0.77,0,0.47,2.86,0,0,1,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61,0],"lastWake":{"ts":"2026-06-15T18:04:20.597Z","tokens":1311157,"usd":1.01,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":452,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":450,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":994}},"verdict":{"summary":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) now $1,364 ITM (BTC $66,264 vs $64,900 strike), up from +$816 at w58 β€” cushion widened +$548 since prior summary. Agent correctly resting: watcher has a specific deal-expiry wake trigger (Jun16 10:32Z, 5 min early) that fires ~26 min before the 24h fallback (Jun16 ~10:58Z). No new BinaryBet/Option intents appeared","badge":"PATIENT ITM HOLD","confidence":"high","bottomLine":"The 431-min gap is CORRECT β€” the watcher monitors deal #190 expiry at a precise timestamp (Jun16 10:32Z) and would have fired early on any new binary/option intent; the silence confirms zero new takeable opps. Primary risk is BTC dropping >2.1% (~$1,364) before Jun16 10:37Z, and a secondary execution risk: if the deal-expiry wake trigger fails, the 24h fallback fires 16–21 min after deal expiry β€” depending on protocol settlement window, the agent could miss the settle call.","rootCause":{"class":"counterparty-starved","evidence":"No new BinaryBet/Option intents posted by fleet in 431 min β€” watcher armed, monitoring correctly, no trigger fired; book dry for Polymarket-calibrated opportunities. 5 lifetime deals (Bear-Yosher, LP-Maker, Mimic-Ljuba) over 57 wakes."},"reasoningRead":"Sound and mission-aligned. w58 correctly identified deal #190 as 27.8pp edge above Polymarket implied (BTC $816 above strike at time of entry). Maker fallback posts (#1827, #1916) were appropriate given zero taker opps. No churn detected β€” agent is not re-deriving the same move; each wake makes a purposeful decision or holds. One subtle risk: sNVDA at $205.10 means #1916 (sNVDA>$195) is already IT","wakeTriggers":["Date.now() >= DEAL_190_WAKE_AT_MS (Jun16 10:32Z, 5 min before expiry)","ownIntentResolved on #1827 or #1916 (fill or expire)","new BinaryBet or Option intent on book (newMatches against seen set)","MISSING: BTC price breach of $64,900 β€” no oracle monitor; agent would not wake if BTC collapsed toward strike mid-sleep"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"1 open intent visible; prior deal #190 was a Bear-Yosher binary accepted as partyB β€” natural source of BinaryBets to price against Polymarke","available":"stuck/health-ok, 1 open intent"},{"agent":"mimic-ljuba","fit":"yes","why":"prior settled deal; copies directional bets that Polymarket-Ljuba can price against implied distributions","available":"stuck"},{"agent":"option-writer-matheus","fit":"maybe","why":"writes Options that Polymarket-Ljuba's mission explicitly targets; no recent deal but natural counterparty","available":"stuck"},{"agent":"lp-maker-matheus","fit":"maybe","why":"1 prior swap deal; not a binary/option source but useful for sAAPL exits as demonstrated in w54–w55","available":"stuck, adverse-selection pressure"}],"reliableCounterparties":2,"missedOpportunities":"None β€” watcher (pidAlive=true, armed=true) would have fired on any new BinaryBet or Option intent in the 431-min window; silence confirms zero appeared. Cannot assess whether non-binary/non-option mispriced opps existed (watcher correctly scoped to mission instruments only).","wakeScript":{"wellReasonedForMission":true,"good":["Hard-coded DEAL_190_WAKE_AT_MS (unix 1781605980) gives a precise, drift-free expiry trigger β€” fires 5 min early to allow settle tx","ownIntentResolved on both open maker intents (#1827, #1916) ensures fills/expiries trigger immediate re-assessment","newMatches scoped to binaryBet/option kinds only β€” no false fires on swap flow irrelevant to mission","In-process `seen` set correctly baselines on first iteration to avoid firing on stale book state","60-second poll cadence is appropriate β€” not sub-minute spinning, not missing time-sensitive expiry windows","Zero-LLM, clear fallback, PID written on startup"],"lacking":["No BTC price breach monitor: if BTC collapses toward $64,900 strike mid-sleep, agent cannot react until the deal-expiry wake or a new intent appears β€” a >2.1% B","24h fallback (fires Jun16 ~10:53Z) is 16 min AFTER deal #190 expiry (10:37Z). If the timestamp-based trigger fails (process restart, clock skew), agent misses t"],"suggestedChange":"Add a BTC oracle check to the watch loop: if BTC price drops within, say, 2% of the $64,900 strike, fire immediately β€” this converts a blind hold into a monitored one without adding complexity. Alternatively, tighten the fallback to fire at"},"issues":[{"scope":"agent","title":"24h fallback fires 16 min post-expiry β€” no backstop if timestamp trigger fails","detail":"armWatcher fallbackMs=24h from w58 arm time (10:53Z Jun15) β†’ fallback fires 10:53Z Jun16, 16 min after deal #190 expiry (10:37Z Jun16). If the Date.now() >= DEAL_190_WAKE_AT_MS branch fails (process killed/restarted between now and then), agent wakes after expiry and may miss the settlement call dep","fix":"In the wake script, set fallbackMs to (DEAL_190_WAKE_AT_MS - Date.now() + 600_000) so the fallback fires 10 min after the deal-expiry trigger at worst, not 24h from arm time."},{"scope":"agent","title":"No price-breach monitor on deal #190 β€” blind to BTC collapse toward $64,900 strike","detail":"With BTC at $66,264 and a $1,364 cushion (2.1%), a sharp overnight move could flip deal #190 OTM before the Jun16 10:32Z wake. The watcher has no oracle poll to detect this; it would sleep through a reversal and wake only for settlement.","fix":"Add oracle BTC price check in the watch loop: if BTC < $65,200 (within ~$300 of strike), fireWake('BTC approaching deal #190 strike β€” reassess hedge') to let the LLM decide whether to post a hedge or exit."},{"scope":"agent","title":"Open maker intent #1916 (sNVDA>$195) is ITM at current sNVDA $205 β€” take-risk by arb-hunter","detail":"sNVDA at $205.10 puts the sNVDA>$195 strike $10.10 ITM. Arb-hunter-tom or option-taker-matheus could lift this intent for a near-certain profit before Jun19 20:00Z expiry. Agent is asleep and cannot cancel if the odds deteriorate.","fix":"Add sNVDA price check to watch loop: if sNVDA > $200 (deepening ITM), fireWake('sNVDA>$195 intent risk β€” reassess') so agent can decide to cancel or let it ride."}],"assessment":"The 431-min gap is CORRECT β€” the watcher monitors deal #190 expiry at a precise timestamp (Jun16 10:32Z) and would have fired early on any new binary/option intent; the silence confirms zero new takeable opps. Primary risk is BTC dropping >2.1% (~$1,364) before Jun16 10:37Z, and a secondary execution risk: if the deal-expiry wake trigger fails, the 24h fallback fires 16–21 min after deal expiry β€” depending on protocol settlement window, the agent could miss the settle call."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":6,"msgs":92,"total":4746366,"totalUsd":2.84,"w5":1000573,"w5Usd":0.79,"w5PctPool":0.4,"w7":4746366,"w7Usd":2.84,"w7PctPool":0.2,"w5Son":1000573,"w7Son":3325834,"hourly":[0.79,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:19:29.746Z","tokens":195998,"usd":0.16,"msgs":6}},"onchain":{"deals":16,"openIntents":1,"balanceUsd":105.64,"realizedPnl":5.65,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":480,"wakes":61,"firstWakeMs":1780939200000,"lastWakeMs":1781547172000,"ageMin":10,"lastWhy":"BTC gap covered by live intent. No USDC for further posts. No favorable takes on book. All legs within Β±2pp.","repeatWakes":54,"avgGapMin":169,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781576083748,"watching":"BTC DCA #2719 resolves or new sAAPL sell appears (8h fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":472}},"verdict":{"summary":"BTC DCA #2663 (1.381 USDC, 1h TTL, posted 14:50Z) expired unfilled β€” w54 (17:56Z) confirms 'expired twice without fill'. Agent responded correctly: switched to 8h TTL, posted #2719 (same 1.381 USDC, expires ~01:56Z 06-16). W55 (18:12Z, 7min ago) confirmed watch-and-wait: BTC gap covered, no USDC for more posts, all legs within Β±2pp. CRITICAL: wakes_failing=t","badge":"DCA LIVE, WAKE BROKEN","confidence":"medium","bottomLine":"BTC DCA #2719 (1.381 USDC β†’ BTC) is live with 8h TTL expiring ~01:56Z 06-16. However wakes_failing=true / 'launch-wake exited 1' means the agent cannot react to an early fill or a sAAPL opportunity β€” the 534-min fallback is its only next touch unless the entrypoint is fixed.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; w55 (18:12Z) ran as a clean no-op but a subsequent trigger (likely secondary sAAPL/BTC book event) fired and the entrypoint exited 1; #2663 unfilled across two 1h-TTL windows pointing to thin BTC-sell counterparty flow as the secondary cause"},"reasoningRead":"Sound, solving the right problem. The 1hβ†’8h TTL adaptation after two consecutive expiries is correct. The sMSFT trim (w52 at -0.75%) β†’ USDC freed β†’ BTC DCA (w53) sequence was logically tight. W55 watch-and-wait is appropriate with no USDC and all legs within Β±2pp. No sign of off-mission drift or churn.","wakeTriggers":["ownIntentResolved(#2719) β€” fill or expiry ~01:56Z 06-16","new sAAPL / BTC / mBTC posterGives intent on book (secondary)","8h fallback (534min, matched to intent TTL)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary USDC↔BTC counterparty; 4/16 recent settlements are LP↔Arb-Hunter on BTC-adjacent flow, but PnL now -$26.5 realized and widening β€” LP","available":"health=stuck, active deal flow confirmed"},{"agent":"momentum-nikita","fit":"maybe","why":"Rotates into strong movers; BTC +$1,364 above bear strikes means it may be holding BTC, not offering it","available":"health=ok"},{"agent":"swing-nikita","fit":"maybe","why":"Fades dislocations; if BTC ($66,264) is stretched above trailing avg it might post BTC sells the DCA could take","available":"health=stuck"}],"reliableCounterparties":1,"missedOpportunities":"none visible β€” w55 confirms no favorable takes on book; two expired 1h windows (#2663 twice) reflect thin BTC-sell counterparty supply, not a pricing error by the agent","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger on ownIntentResolved(#2719) is precise β€” fires exactly when the active DCA slice needs action (fill or re-post decision)","Secondary trigger on new posterGives sAAPL/BTC/mBTC lets agent capture opportunistic takes, not only post-and-wait","8h fallback matches intent TTL exactly β€” no arbitrary mid-window wakes burning tokens","seenIntentIds initialized on first loop iteration correctly avoids false triggers on pre-existing book"],"lacking":["BTC/mBTC in WANT_ASSETS secondary set could fire a wake while #2719 is live and USDC is already committed β€” agent handles it correctly in wake body (w55 no-op),","If launch-wake exit 1 is systematic, no trigger (primary, secondary, or fallback) will execute until the 534-min fallback β€” a fill event on #2719 before 01:56Z "],"suggestedChange":"Fix the launch-wake entrypoint exit 1 first β€” the wake script logic is well-reasoned but entirely inert while the process cannot launch. Until fixed, secondary sAAPL/BTC triggers are dead letters and a #2719 fill won't trigger re-deployment"},"issues":[{"scope":"core","title":"launch-wake exits 1 β€” wake entrypoint broken post-w55","detail":"wakes_failing=true with 'launch-wake exited 1 (not a usage cap)' present on rebalancer-lior. W55 (18:12Z, 7min ago) completed cleanly, so the break is post-w55 β€” likely triggered by a secondary sAAPL/BTC book event firing the watcher. Check fleet: this error string is a candidate for shared-fault co","fix":"Inspect agent-entrypoint launch-wake for exit-1 cause (changed PATH, missing binary, bad SDK interface arg). Cross-check other agents for same wake_error pattern β€” if Nβ‰₯3 share it, it is a platform regression not an agent-specific break."},{"scope":"agent","title":"BTC DCA rate vs LP-Maker spread not logged β€” two expiries unexplained","detail":"Two consecutive 1h expirations of #2663 (14:50Z and ~15:50Z) are unexplained β€” no log of posted rate vs LP-Maker's current BTC ask. Cannot determine whether this is spread mismatch or pure counterparty scarcity. LP-Maker's PnL at -$26.5 and widening may have caused a tighter BTC offer.","fix":"In next wake following #2719 resolution, log the DCA posted rate and LP-Maker's live BTC ask price side by side to confirm whether gap is pricing or liquidity."}],"assessment":"BTC DCA #2719 (1.381 USDC β†’ BTC) is live with 8h TTL expiring ~01:56Z 06-16. However wakes_failing=true / 'launch-wake exited 1' means the agent cannot react to an early fill or a sAAPL opportunity β€” the 534-min fallback is its only next touch unless the entrypoint is fixed."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":2382248,"w5Usd":1.39,"w5PctPool":1,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":2382248,"w7Son":5610365,"hourly":[0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.78,"realizedPnl":1.78,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":474,"wakes":87,"firstWakeMs":1780948343000,"lastWakeMs":1781539620000,"ageMin":136,"lastWhy":"Mission: one outstanding buy intent at a time; refresh only when drift >0.5%; take only when sell-side ≀oracleΓ—1.01 and ","repeatWakes":78,"avgGapMin":115,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781549000171,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":20}},"verdict":{"summary":"w79–w82 (13:24–14:55Z): Bid 2466 was NOT filled β€” oracle drifted 2.01% by w80, forcing a cancel and replacement with bid 2624. LP-Maker-Matheus then filled 2624 (w81) and 2661 (w81b) in rapid 11-min succession, pushing sNVDA holdings to 0.224438 (~$47) with bid 2662 now live (~$10 locked, $10 free). Bug 2 materialized at w82: stale state.json read in a concu","badge":"ACCUMULATING FAST","confidence":"high","bottomLine":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","rootCause":{"class":"counterparty-starved","evidence":"sMSFT has no taker path while misses=0 is maintained by frequent sNVDA fills. sNVDA accumulation itself is healthy β€” LP-Maker is the reliable counterparty filling bids in under 15 min. sMSFT 2337 has not been taken since w73; rotation counter never climbs above 0."},"reasoningRead":"Sound and on-mission for sNVDA. The rapid LP-Maker fills are exactly what the mission wants. However, the agent is solving sNVDA accumulation correctly while producing a structural sMSFT lockout as a side effect β€” the misses=0 reset-on-any-fill logic means sMSFT can only be reached when sNVDA bids expire without a fill, which LP-Maker prevents. The agent doesn't appear to reason about this; it's a","wakeTriggers":["bid 2662 resolves (fill or expiry)","sNVDA oracle drifts >0.5% from base $209.71","new LP-sized sNVDA sell (3–12 USDC) appears on book","45-min fallback"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"5 of 8 visible settled deals; filled 2624 and 2661 in under 22 min combined β€” primary and reliable","available":"active, 152 lifetime deals, health ok"},{"agent":"swing-nikita","fit":"yes","why":"2 settled deals; provides sNVDA sell-side opportunistically","available":"ok, 7 deals lifetime"},{"agent":"0xBd6a…9863","fit":"maybe","why":"1 settled deal, external wallet β€” availability opaque","available":"unknown"}],"reliableCounterparties":1,"missedOpportunities":"sMSFT resting intent 2337 was within ceiling at w73–w76 but not taken due to misses=0 locking out the rotation branch. Missed 2–3 sMSFT acquisition windows since last summary. sAAPL sell-side noted at oracle+ in w77 but not taken (LP spread too wide). No other measurable misses on sNVDA.","wakeScript":{"wellReasonedForMission":true,"good":["Fires on own bid 2662 resolution β€” correct: next lot depends on this","Fires on sNVDA oracle drift >0.5% β€” matches bid-refresh threshold exactly","Fires on new LP-sized sNVDA sell (3–12 USDC) β€” catches the exact take opportunity mid-cycle","45-min fallback is well-sized for a ~2h avg gap agent that also needs oracle freshness"],"lacking":["ORACLE_BASE_SNVDA hardcoded at $209.71 β€” will produce false/missed drift signals if sNVDA moves significantly before bid 2662 resolves (though 45-min fallback m","LP sell filter caps at 12 USDC β€” a 13–15 USDC sNVDA sell from LP would not trigger a mid-cycle wake (45-min fallback catches it eventually)"],"suggestedChange":"Read live oracle price at watcher init to set ORACLE_BASE_SNVDA dynamically rather than hardcoding $209.71, eliminating the drift miscalculation risk when the watcher is armed after a large price move."},"issues":[{"scope":"agent","title":"Bug 1: sMSFT rotation permanently gated by misses=0 reset on sNVDA fills","detail":"The consecutive-misses counter resets to 0 every time ANY sNVDA bid fills (including LP-Maker fills). With LP-Maker filling bids in under 15 min, misses never accumulates, and sMSFT is unreachable. 0 sMSFT deals across the full observation window despite sMSFT 2337 being within ceiling at w73.","fix":"Decouple the rotation counter from fill events: increment misses only when a sNVDA *take* opportunity was present and passed; reset on a sNVDA *take* (not a fill of a posted bid). Or add a time-based sMSFT window (e.g. every N wakes regardless of misses)."},{"scope":"agent","title":"Bug 2: Stale state.json read in concurrent session caused duplicate intent 2664","detail":"w82 fired concurrently with w81b; w82 read pre-w81b state.json and posted lot 2664 as a duplicate, which required a cancel tx (0x34c3e2a071a9…). Agent noted the fix rule in its reasoning but the wake script itself does not enforce a state.json freshness read at startup.","fix":"Add an explicit state.json read as the first step of each wake session before any intent-posting decision, and gate on the last-modified timestamp to abort if a concurrent session is active (e.g., check for a lock file or compare state.json mtime to process start time)."}],"assessment":"Bid 2466 canceled (not filled) at w80 on 2.01% oracle drift; 2624 + 2661 both filled by LP-Maker within 22 min. Bug 2 (stale state) fired at w82 producing duplicate 2664 (self-resolved). Bug 1 (sMSFT gated by misses=0 counter) is measurably active β€” 0 sMSFT deals in the window, confirmed locked. Agent healthy at 13 deals / +$1.58 PnL.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":7,"msgs":134,"total":6073405,"totalUsd":2.57,"w5":1191780,"w5Usd":0.71,"w5PctPool":0.5,"w7":5293936,"w7Usd":2.01,"w7PctPool":0.2,"w5Son":1191780,"w7Son":2547893,"hourly":[0,0,0.34,0.37,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T15:45:50.196Z","tokens":563368,"usd":0.34,"msgs":14}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":102.19,"realizedPnl":2.2,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":447,"wakes":54,"firstWakeMs":1780924988000,"lastWakeMs":1781547455000,"ageMin":6,"lastWhy":"Intent 2713 already covers the sNVDA sell-strength signal correctly. No resting buyers to accept. ETH blocked by zero in","repeatWakes":37,"avgGapMin":196,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781554763335,"watching":"intent 2713 resolves or new sNVDA buyer appears (2h fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":116}},"verdict":{"summary":"Prior crypto-sell silence is now fully explained: zero ETH/BTC/SSV inventory makes sell-side fades structurally impossible regardless of dislocation magnitude. Since w42 the agent correctly pivoted to sNVDA once equities market opened (13:39Z): posted intent 2551 (+2.16% above trailing), then accepted deals 200 and 202 back-to-back from Stacker-Massimo (+1.9","badge":"FADING sNVDA CLEANLY","confidence":"high","bottomLine":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","rootCause":{"class":"structural","evidence":"Zero ETH/BTC/SSV holdings block all crypto sell-fades despite ETH +3.74%, BTC +2.43%, SSV +3.07% above baseline. sNVDA inventory (0.08305 remaining) is actionable and being actively worked via intent 2689."},"reasoningRead":"Sound and on-mission. Agent correctly diagnosed crypto sell gap at w41-w43, pivoted without deviation to sNVDA at w44 once stocks went live, then demonstrated learned behavior at w45-w46 (accepting resting buyers beats reposting β€” explicitly cited as the rationale). No churn, no off-mission drift, threshold application consistent across wakes.","wakeTriggers":["intent 2689 resolves (filled or expired) via ownIntentResolved","new sNVDA buyer appears on book via newMatches filter (USDCβ†’sNVDA legs)","2h fallback (7200s) covers all other asset classes and market shifts","MISSING: no intra-loop check for crypto buy-dip signals β€” if BTC/ETH/SSV dips below baseline while intent 2689 is open, the 2h fallback is the only catch"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Confirmed taker of sNVDA asks: deals 200 and 202 both settled ↔ Stacker; mission is exactly 'take resting sNVDA/sAAPL/sMSFT asks within ~1% ","available":"ok (13 lifetime deals, health ok)"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep swap liquidity but LP-Maker is the ask side for rebalancers, not a natural sNVDA buyer; could fill in a pinch but not the primary taker","available":"ok (152 deals, health ok, but adverse-se"},{"agent":"rebalancer-lior","fit":"no","why":"Lot-size blocked (sMSFT balance 0.03 < floor 0.030888); even if sNVDA were its target, the gate has blocked all rebalancer trades since prio","available":"blocked (gate refusing every attempt)"}],"reliableCounterparties":1,"missedOpportunities":"None within mission scope. Crypto sells are inventory-blocked (mission-coherent, not a miss). sNVDA has been actively traded every wake where dislocation exceeded threshold since stock market open. Intent 2689 is live β€” the current opportunity is being worked.","wakeScript":{"wellReasonedForMission":true,"good":["ownIntentResolved fires immediately on fill or expiry of intent 2689 β€” no stale intent left rotting","newMatches filter (USDC posterGives + sNVDA posterWants) is precise: targets exactly the buyer profile that lets swing-nikita accept-and-settle without repostin","2h fallback covers all other signals (crypto dip, stock market close, new instrument dislocation)","Zero-LLM polling loop, 60s poll cadence β€” efficient, no burn"],"lacking":["No intra-loop price check for crypto buy-dip (ETH/BTC/SSV falling below baseline): if one dips while intent 2689 is open, the 2h fallback is the only trigger β€” ","Watcher is sNVDA-only by construction; if sNVDA goes sub-threshold before 2689 fills, agent could sit idle for up to 2h even if another stock (sAAPL, sMSFT) dis"],"suggestedChange":"Add a multi-asset deviation check in the runWatchLoop body: if any held or watchlisted asset crosses the buy-dip or sell-strength threshold, fireWake immediately β€” this would replenish crypto inventory on dips and catch stock rotations with"},"issues":[{"scope":"agent","title":"Crypto sell-fades structurally impossible until a buy-dip replenishes inventory","detail":"ETH/BTC/SSV have been above baseline for multiple consecutive cycles (ETH +3.74%, BTC +2.43%, SSV +3.07% at last read) β€” strong sell signals β€” but agent holds zero units of each. The agent correctly reports this and doesn't error; however, the situation self-perpetuates: no buy-dip β†’ no inventory β†’ ","fix":"Mission scoping question, not a bug. If crypto inventory starvation is chronic, consider adding a small forced-accumulation rule in CLAUDE.md: 'if no crypto held and a buy-dip appears on any crypto asset, take a minimum lot even if dislocation is marginal, to seed sell-fade capacity.' Otherwise acce"},{"scope":"agent","title":"Wake script blind to non-sNVDA dislocations while intent 2689 is open","detail":"Current watcher only fires on intent 2689 resolution, new sNVDA buyers, or 2h fallback. If sAAPL or sMSFT dislocates within that window, the agent sleeps up to 2h before noticing.","fix":"Add a lightweight multi-asset price check (oracle vs trailing avg for all watchlisted symbols) inside the runWatchLoop body; fireWake if any asset crosses the sell-strength or buy-dip threshold. This is a single additional belt.tools call per 60s tick."}],"assessment":"Crypto sell silence since w42 is not a threshold or oracle block β€” it is zero inventory. Agent holds no ETH, BTC, or SSV, so the +3.74%/+2.43%/+3.07% dislocations are simply untradeable without prior buy-dip accumulation. Since equities market opened the agent executed 3 sNVDA sell-fades (intent 2551 posted; deals 200+202 settled ↔ Stacker-Massimo; intent 2689 now live) β€” on-mission, well-priced ($210.84/sNVDA vs ~$210.03 oracle at w48).","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":219,"msgs":4348,"total":254199999,"totalUsd":148.35,"w5":10783067,"w5Usd":7.82,"w5PctPool":4.3,"w7":254199999,"w7Usd":148.35,"w7PctPool":10.6,"w5Son":10783067,"w7Son":195637641,"hourly":[0.77,0,0.81,3.68,2.57,0,1.93,1.3,3.66,0,0.16,2.2,1.17,5.35,1.49,2.13,2.58,0.05,5.66,1.99,0.98,0.77,1.5,1.3],"lastWake":{"ts":"2026-06-15T18:21:28.115Z","tokens":905987,"usd":0.77,"msgs":15}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":104.65,"realizedPnl":4.64,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":463,"wakes":259,"firstWakeMs":1780945920000,"lastWakeMs":1781547420000,"ageMin":6,"lastWhy":"Watcher relaunched at 18:12 UTC (fallback 18:52) but old baits expired 18:58 UTC β€” 6 min gap below 10 min threshold. Gap","repeatWakes":217,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781550051733,"watching":"25 intents, none takeable; soonestExpiry=1781552810; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":131,"nextFallbackMin":38}},"verdict":{"summary":"PID death UNDIAGNOSED and recurring for 8+ cycles (this cycle: pidAlive=false, armed=true, nextFallbackMin=30); no root-cause investigation visible in w214-w221 wake logs. Gap-protect is compensating effectively: all 8 wakes this cycle (w214-w221) fired and refreshed 6 baits with ~1h TTL each. Current 6 baits (IDs 2681+ posted w221 15:16 UTC) expire ~16:16; ","badge":"PID DEAD / COMPENSATED","confidence":"high","bottomLine":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","rootCause":{"class":"structural","evidence":"pidAlive=false every observed cycle (prior summary: PID 198107 dead at w205 10:07; current: same pattern, nextFallbackMin=30). Wake loop executes correctly (wakes_failing=false, wake_error=null) β€” the issue is the watcher node process dying between wakes, killing the 30s polling loop for up to ~2h p"},"reasoningRead":"Sound and on-mission. Each wake (w214-w221) correctly identifies drift direction (bidirectional crypto/stock moves), applies gap-protect, and posts 6 fresh baits with ~1h TTL. w217 temporarily held 5 baits (USDC floor hit) and recovered by w218. CMQ stock blindness is handled with manual detection β€” reasonable short-term workaround but not a fix. Reasoning is correct; the unsolved problem is instr","wakeTriggers":["pre-expiry: ~5 min before soonest bait expiry (primary driver; avg_gap_min=39 tracks bait ~1h cadence)","new takeable edge β‰₯1% via scan-edges (only active when polling loop alive)","quote erosion/undercut via check-my-quotes (only active when polling loop alive; blind to stock prices)","2h hard fallback","MISSING: active polling loop is dead (pidAlive=false) β€” ~30 min edge/erosion blind spot each cycle until fallback fires"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 swaps settled this cycle β€” primary swap counterparty","available":"ok, 152 lifetime deals"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 swaps settled this cycle β€” active taker of vulture baits","available":"ok, 42 deals"},{"agent":"option-writer-matheus","fit":"yes","why":"2 swaps settled this cycle β€” active swap counterparty","available":"ok, 26 deals"}],"reliableCounterparties":3,"missedOpportunities":"Unmeasurable during PID-dead polling gap (~30 min/cycle): scan-edges does not run while pidAlive=false, so any takeable edge β‰₯1% appearing and expiring within the gap is invisible. CMQ stock blindness is a second layer: w220 explicitly documents SSV +$0.01 eroding bait 2644 to 1.38% (below 1.55% floor) that 'CMQ missed' β€” caught only on the next triggered wake, meaning the under-floor bait was liv","wakeScript":{"wellReasonedForMission":true,"good":["Four-trigger design (edge β‰₯1%, pre-expiry, erosion, 2h fallback) matches the mission precisely: opportunistic taker + bait poster","Pre-seeded honeypot IDs (779, 836, 869) prevent repeat false-edge fires at zero LLM cost","30s poll interval appropriately fast for a latency-sensitive taker when the loop is alive","Pre-expiry trigger at -5 min ensures baits are refreshed before expiry even in PID-dead cycles (fallback lands at ~30 min, well inside ~60 min TTL)"],"lacking":["No self-healing on watcher PID death β€” when the node process dies, the polling loop stops silently with no alert; only the fallback timer survives","CMQ does not read stock oracle prices β€” sAAPL/sMSFT/sNVDA/SSV erosion is invisible to the watcher; documented recurring miss in w218 and w220"],"suggestedChange":"Patch check-my-quotes to include stock oracle prices (or add a parallel lightweight stock-price check before the CMQ call) β€” w218 and w220 both document the same miss, making this the highest-frequency gap in the detection loop."},"issues":[{"scope":"core","title":"Watcher PID death undiagnosed β€” persists across 8+ cycles, ~30 min polling blind spot each time","detail":"pidAlive=false every observed cycle since at least w205 (prior: PID 198107 dead 10:07; current cycle: same). The node process hosting runWatchLoop dies silently; armed+fallback masks it but creates a ~30 min window per cycle where scan-edges and check-my-quotes do not run. Exit code/signal has never","fix":"Add process-exit logging to runWatchLoop (capture exit code/signal on PID death) and check dmesg/journalctl on the host for OOM kills. This is a repeat occurrence β€” it warrants a dedicated debugging session, not another cycle of fallback masking."},{"scope":"agent","title":"CMQ blind to stock oracle prices β€” stock bait erosion misses watcher detection","detail":"check-my-quotes does not fetch stock oracle prices. Documented 'known issue' in w218 (14:15 UTC) and w220 (14:52 UTC). SSV +$0.01 at w220 eroded bait 2644 from ~1.80% to 1.38% (below 1.55% lower tolerance) β€” missed by CMQ, live for minutes before caught on the next wake. Affects all stock/SSV baits.","fix":"Patch check-my-quotes to include stock oracle prices alongside crypto; or add a separate stock-price delta check in the watcher loop that fires fireWake on any move beyond a tolerance threshold."}],"assessment":"Gap-protect fired on all 8 wakes this cycle and the 6 current baits (w221, 15:16 UTC) sit within their ~1h TTL ceiling β€” fallback at ~16:01 lands before ~16:16 expiry, so no bait will expire cold. The structural PID death (watcher polling loop dying silently between wakes, ~30 min blind per cycle) remains completely undiagnosed across 8+ consecutive cycles; CMQ stock blindness is a second, independently unresolved detection gap causing missed erosion triggers on every stock-price move.","kept":true}}],"unattributed":{"sessions":9220,"tokens":236919452,"usd":130.4,"w5":14247375,"w5Usd":7.94,"hourly":[4.18,0,2.01,1.36,0.38,0,0.6,0,0.67,1.17,5.29,4.13,4.57,0.62,1.91,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22,1.76]},"boardOverhead":{"sessions":6411,"tokens":63339536,"usd":160.3,"w5":2246175,"w5Usd":7.46,"hourly":[2.44,0,0,2.52,2.5,1.83,2.48,1.77,2.12,2.41,2.34,2.2,1.92,2.58,2.35,1.8,2.45,2.33,2.26,3.19,1.45,3.01,1.48,2.06]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2156434348,"grandUsd":1369.25,"grandSessions":17046,"attributedTokens":1856175360,"unattributedTokens":236919452,"boardTokens":63339536,"reassembledTokens":2156434348,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":196,"sessionsScanned":11643,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":98971,"dedupedMsgs":47547,"rawTokens":4830414541,"dedupedTokens":2156434348,"dupRatio":2.24}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T18:20:35.318Z","swarm":{"headline":"BINARY DOWN, HUB STALLED","funnel":{"posted":2751,"settled":204,"conversionPct":7.42,"byTemplate":{"Swap":14,"Custom":2}},"liquidityMap":[{"market":"SSV/USDC, ETH/USDC, BTC/USDC, ","flow":"LP-Maker-Matheus ⇄ Arb-Hunter-Tom (4/16), LP-Maker ⇄ Vulture-Andrew (3/16), LP-Maker ⇄ Option-Writer-Matheus (3/16)","status":"HUB STALLED β€” LP-Maker offline 139+ min (launch-wake exited 1); 4 dependent open"},{"market":"BTC binary (BTC< strikes)","flow":"Bear-Yosher β†’ Mimic-Ljuba + Polymarket-Ljuba (2 custom settlements this cycle)","status":"ACTIVE BUT ADVERSE β€” counterparties filling eagerly at BTC $66,264 vs $65,600 an"},{"market":"sNVDA Option","flow":"Option-Writer-Matheus β†’ Option-Taker-Matheus","status":"FROZEN β€” option-writer broken (wakes_failing); 0 audited Option intents on book;"}],"causalLinks":[{"cause":"Platform binary regression ('launch-wake exited 1') hit 5 agents simultaneously","effect":"LP-Maker-Matheus (11/16 recent deals), Arb-Hunter-Tom, Mimic-Ljuba, Option-Writer-Matheus, Rebalancer-Lior all offline a","evidence":"Identical wake_error='launch-wake exited 1' confirmed across all 5: arb-hunter-tom (since w358), lp-maker-matheus (since w227, 139 min ago), mimic-ljuba (last_wake_min_ago=7), option-writer-matheus (w"},{"cause":"LP-Maker-Matheus stalled (broken 139+ min)","effect":"Stacker-Massimo bid #2662, Momentum-Nikita bid #2653, Swing-Nikita intent #2689, Rebalancer-Lior DCA #2719 all open with","evidence":"LP-Maker in 11/16 recent deals; all 4 named intents visible in open book; stacker/momentum/swing/rebalancer each report reliableCounterparties=1 (LP-Maker only); LP-Maker nextFallbackMin=37 will also "},{"cause":"Option-Writer-Matheus broken (wakes_failing, 0 open option intents)","effect":"Option-Taker-Matheus supply-starved for 27h+ (w32–w39 drought); only book option is non-audited hash 0x57F8β‰ 0xb3d66f4b β€”","evidence":"option-writer-matheus wakes_failing=true; option-taker confirmed 'zero audited Option intents' w36–w39; 0x57F8 call on book (strike $210.13, 1165m TTL) skipped every wake"},{"cause":"BTC rally from ~$64,500 to $66,264 invalidates all Bear-Yosher bear bets","effect":"Mimic-Ljuba and Polymarket-Ljuba fill each new bear intent eagerly (BTC above strike = they win); Bear-Yosher accumulati","evidence":"Intents 2375 (BTC<$64,900) and 2454 (BTC<$65,400) both filled; anchor 2630 strike $65,600 vs BTC $66,264 = $664 underwater; rootCause.class=mispriced; deal #197 logged 'BTC $1,105 ITM for my side' at "},{"cause":"Vulture-Andrew PID death (8+ cycles undiagnosed)","effect":"30s polling loop gaps up to 2h between wakes; 6 live baits (IDs 2681+) expire ~16:16Z β€” gap-protect compensated this cyc","evidence":"pidAlive=false every observed cycle; prior PID 198107 dead w205; wakes_failing=false (wake_error=null) β€” wakes execute correctly when triggered, but watcher node process crashes between fallbacks; nex"}],"insights":[{"severity":"critical","title":"Platform binary regression: 5 agents offline, same 'launch-wake exited 1' error","detail":"arb-hunter-tom, lp-maker-matheus, mimic-ljuba, option-writer-matheus, rebalancer-lior all share wake_error='launch-wake exited 1'. Five containers, same error string = shared binary/entrypoint regression, not 5 independent failures. LP-Maker (11/16 recent deals) is the fleet's swap hub β€” its 139-min downtime cascades to 4 agents with live unfilled intents. Every fallback scheduled for these agents will also fail until the binary is rest","evidence":"wakes_failing=true on all 5; lp-maker-matheus last successful wake w227 (139 min ago); arb-hunter-tom last successful w358; 4 open intents (stacker #2662, momentum #2653, swing #2689, rebalancer #2719) with no fill path","scope":"core","fix":"Check and restore launch-wake binary/entrypoint on all 5 affected containers; verify PATH and binary version consistency fleet-wide; prioritize LP-Maker-Matheus first (hub agent)"},{"severity":"critical","title":"Swap hub LP-Maker offline 139 min: 4 open intents have no counterparty","detail":"LP-Maker-Matheus appeared in 11 of the 16 most recent settled deals (4Γ— Arb-Hunter, 3Γ— Vulture, 3Γ— Option-Writer, 1Γ— Polymarket). Stacker-Massimo, Momentum-Nikita, Swing-Nikita, and Rebalancer-Lior each list LP-Maker as their sole reliable counterparty (reliableCounterparties=1). All 4 have live open intents. PnL deteriorating: -$28.37 (from -$26.5 prior summary, -$1.87 this window from Arb-Hunter adverse selection).","evidence":"LP-Maker wakes_failing=true since w227; PnL -$28.37 vs -$26.5; 4 open intents in book; LP in 11/16 recent deals","scope":"core","fix":"Restore launch-wake binary (shared root cause above); after restore, review LP adverse-selection exposure vs Arb-Hunter (4/16 deals = 25% of flow going to the agent most likely to pick off LP's stale quotes)"},{"severity":"warn","title":"Vulture-Andrew PID death: 8+ cycles undiagnosed, gap-protect masking","detail":"pidAlive=false every observed cycle β€” this cycle: pidAlive=false, armed=true, nextFallbackMin=24. Gap-protect fires correctly and all wakes execute (wakes_failing=false), but the watcher node process crashes between fallbacks, creating up to 2h blind windows. Root cause never investigated across 8+ cycles. Six live baits (IDs 2681+) expire ~16:16Z β€” gap-protect caught it this cycle.","evidence":"pidAlive=false, armed=true across 8+ cycles; prior PID 198107 dead w205; wakes_failing=false, wake_error=null (wakes succeed when triggered); nextFallbackMin=24","scope":"core","fix":"Add crash logging to watcher node process to identify exit cause (OOM, signal, unhandled exception); consider process supervisor (pm2/systemd restart policy) to auto-recover PID between fallbacks"},{"severity":"warn","title":"Bear-Yosher: BTC rally invalidating all bear positions, 1.27% cushion on live anchor","detail":"BTC moved from ~$64,500 (deal 159 era) to $66,264 β€” every bear bet posted sits at or below the money. Intents 2375 (BTC<$64,900) and 2454 (BTC<$65,400) were filled eagerly by counterparties who are now in-the-money. Anchor 2630 (BTC<$65,600) has only $664 / 1.27% cushion. Continuing to post bear bets at current BTC levels hands adverse-selection fills to Mimic-Ljuba and Polymarket-Ljuba.","evidence":"rootCause.class=mispriced; intents 2375 and 2454 filled; BTC $66,264 vs $65,600 strike = $664 underwater; Mimic-Ljuba deal #197 'BTC $1,105 ITM for my side' at acceptance","scope":"fleet","fix":"Pause new bear postings until BTC retraces below $65,600, or recalibrate strike to ~$67,500+ with a real directional edge; if mission is to hold bear exposure regardless, acknowledge the PnL cost explicitly"},{"severity":"warn","title":"Index-Maker / Index-Taker: 57 consecutive null cycles β€” decision overdue","detail":"Both agents: armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens across every observed cycle. These agents have never been initialized β€” this is not a transient outage. Continuing to include them in synthesis adds noise without signal.","evidence":"57 null cycles on both; 0 lifetime deals; wake_script_source=null; wakes=0; wakes_failing=false only because no wake was ever attempted","scope":"fleet","fix":"Explicit deploy-or-decommission decision required; if decommissioning, remove from board roster to clean synthesis; if deploying, initialize wake script, register watcher, fund wallet"},{"severity":"ok","title":"Polymarket-Ljuba: ITM hold correct, expiry wake scheduled","detail":"Deal #190 (BTC>$64,900, expiry 10:37Z Jun16) now $1,364 ITM at BTC $66,264, up +$548 since prior summary. Watcher has a dedicated deal-expiry trigger (Jun16 10:32Z, 5 min early) that fires before the 997-min fallback. Agent correctly resting β€” no action needed.","evidence":"BTC $66,264 vs $64,900 strike = +$1,364 ITM; nextFallbackMin=997; deal-expiry trigger Jun16 10:32Z; reliableCounterparties=2","scope":"fleet","fix":"None β€” agent operating correctly; monitor BTC for any reversal toward $64,900 before Jun16 10:37Z expiry"}],"fleetMoves":[{"scope":"core","action":"URGENT: Restore launch-wake binary/entrypoint β€” 5 agents share identical 'launch-wake exited 1' error (arb-hunter-tom, lp-maker-matheus, mimic-ljuba, option-writer-matheus, rebalancer-lior); LP-Maker is the swap hub; every scheduled fallback for these agents will also fail until "},{"scope":"core","action":"Diagnose Vulture-Andrew PID death β€” add crash logging to the watcher node process; 8+ cycles unresolved means gap-protect will eventually miss a bait refresh window"},{"scope":"fleet","action":"Deploy or decommission index-maker and index-taker β€” 57 null cycles is a non-decision; remove from board if decommissioned to eliminate noise from synthesis"},{"scope":"fleet","action":"Bear-Yosher: pause new bear postings until BTC retraces below $65,600 β€” at $66,264 every new bear intent is adverse-selection bait for Mimic-Ljuba and Polymarket-Ljuba"}],"at":"2026-06-15T18:24:14.980Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"LP-HUB ACTIVE, VULTURE PIDLESS","healthDelta":"Same 14/14 agent coverage as last run; active deal flow continues (16 recent settlements, 4Γ— LP↔Arb-Hunter this snapshot alone) but LP-Maker's realized PnL deterioration accelerated and Vulture-Andrew's PID death enters its 8th+ undiagnosed cycle with gap-protect still compensating.","focusAreas":["LP-Maker adverse-selection: 4/16 recent deals are LP↔Arb-Hunter, PnL now -$26.5 realized and widening; pidAlive=false with 138-min wake gap vs 54-min fallback","Vulture-Andrew PID death: 8+ cycles pidAlive=false, armed=false β€” gap-protect masking root cause; 6 baits (2681+) expire ~16:16Z and need refresh","Index-Maker/Taker: 57th consecutive null cycle, never initialized β€” deployment decision overdue","Polymarket-Ljuba: last_wake=430min ago, nextFallbackMin=1014 β€” BTC at $66,264 is $1,364 above BTC>$64,900 strike (deal #190 expiry Jun16 10:37Z); passivity risk on ITM position","Bear-Yosher anchor 2630 (BTC<$65,600) has only 1.27% cushion vs BTC $66,264 β€” BTCrally risk; 1 open intent visible, 1 recent Bear↔Mimic settlement"],"perAgentFocus":{"arb-hunter-tom":"Arb-hunter took 4 LP-Maker deals and 2 Vulture-Andrew deals in the recent snapshot β€” is the ETH latency edge still the dominant trade, or has it shifted to other instruments? Confirm $0 burn is accurate and no infra errors.","bear-yosher":"BTC is at ~$66,264, only 1.27% above anchor 2630 (BTC<$65,600) β€” has the agent posted any stop/hedge intent or adjusted its cushion? Confirm the Bear↔Mimic settled deal is the new 2630 position or an earlier one, and whether the 1 open inte","index-maker":"57th null cycle β€” has any field changed (armed, pidAlive, script, wallet signal)? If not, flag for explicit decommission decision.","index-taker":"57th null cycle β€” same check: any delta on armed/pidAlive/script? The sNVDA call (0x57F8…B0ff) on book is a Swap/Option template β€” confirm it would still not qualify even if index-taker were live.","lp-maker-matheus":"pidAlive=false with last_wake=138min ago and nextFallbackMin=54 β€” is the watcher in a normal rest cycle (fallback about to fire) or has something broken the armed process? Given 4 Arb-Hunter fills this snapshot, is the spread regime still t","mimic-ljuba":"Bear↔Mimic settled deal appears in recent snapshot β€” is this the 2630 (BTC<$65,600) position or an earlier anchor? What is mimic's total binary exposure now, and has the stock-market-open trigger fired since the prior fallback window?","momentum-nikita":"Intent #2653 (ETH at ~$1,830) posted w49 has 275min remaining β€” did it fill or is it still open? ETH has been moving; has the agent woken to reassess or is the fallback (282min) the next trigger?","option-taker-matheus":"sNVDA call (0x57F8…B0ff, strike $210.13, 0.17 USDC premium, 1182min left) is visible on book β€” confirm the agent correctly skips it due to non-matching audit template hash (not 0xb3d66f4b…). Is there any other option on book that WOULD qual","option-writer-matheus":"2 open intents on book (sMSFT at 17.49 USDC, sNVDA at 7.34 USDC) β€” did the REBALANCE_WINDOW (epoch 1781544900, 14:35 UTC) fire since prior summary? Are these ENGINE 1 or ENGINE 2 outputs, and has LP-Maker or Vulture taken either?","polymarket-ljuba":"BTC at $66,264 is $1,364 above deal #190 strike ($64,900), expiry Jun16 10:37Z β€” with nextFallbackMin=1014 (16+ hours), is the agent correctly resting on a position that will auto-settle, or is the 430-min wake gap a risk if the settlement ","rebalancer-lior":"BTC DCA intent #2663 (1.381 USDC β†’ 0.00001986 BTC, 472min left) posted at 14:50Z β€” has it filled? If yes, what slice is next? If no, is the pricing still within LP-Maker's range?","stacker-massimo":"Concurrency bug (stale state.json read at w82) materialized last cycle β€” did it recur at w83+? nextFallbackMin=40 means fallback fires soon; what is the current sNVDA holding vs target, and is bid 2662 still live or filled?","swing-nikita":"sNVDA sell intent (48min left, 17.61 USDC) is the only open intent β€” is Stacker-Massimo or LP-Maker the expected taker? If it expires unfilled, what is swing's next planned move given it cannot short crypto (zero inventory)?","vulture-andrew":"PID dead 8+ cycles (armed=false, pidAlive=false) with 6 baits expiring ~16:16Z β€” did gap-protect fire after prior summary to refresh them, and are baits 2681+ still live? Has any root-cause investigation happened, or is the team relying ent"},"ctas":[{"scope":"core","text":"Diagnose Vulture-Andrew PID death β€” 8+ cycles undiagnosed, gap-protect is masking a recurring crash; pull container logs for the exit signal"},{"scope":"agent","text":"LP-Maker-Matheus: tighten adverse-selection defense β€” Arb-Hunter accounts for 4/16 recent fills (all definitionally bad fills); widen bid spreads or add CEX-latency awareness to pricing"},{"scope":"fleet","text":"Index-Maker and Index-Taker: 57 null cycles β€” force a decision: deploy with a wallet or decommission; they are consuming board slots with zero activity"},{"scope":"agent","text":"Polymarket-Ljuba: reduce fallback to ≀120min while deal #190 (BTC>$64,900) is ITM and approaching Jun16 10:37Z expiry β€” 1014min fallback leaves it blind for 16h on a live position"},{"scope":"agent","text":"Stacker-Massimo: confirm the state.json concurrency bug fix from w82 held β€” if it recurred, the stale-read will cause double-posts or missed cancel-reprices at the 40-min upcoming fallback"}],"at":"2026-06-15T18:05:27.418Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T19:21:10.633Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":85.02,"used7d":null,"used7dUsd":1324.14,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":51.3,"estPct7d":87.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":145.8,"estPct7d":210.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":155.7,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":185.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":124556659,"w7":1672460032,"tot":1754575699},"haiku":{"w5":3704910,"w7":432914977,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2194922493,"lifetimeUsd":1394.77,"sessions":17094,"deals":205,"openIntents":52,"totalIntents":2810},"oracle":{"USDC":1,"ETH":1833.06,"BTC":66849.23,"SSV":2.39,"AAPL":296.45,"NVDA":211.97,"MSFT":399.27},"oracleAt":"2026-06-15T19:15:36.575Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":3112191,"w5Usd":1.67,"w5PctPool":1.2,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":3112191,"w7Son":25506875,"hourly":[1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.42,"realizedPnl":3.41,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":499,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781551080000,"ageMin":3,"lastWhy":"No binary within ≀30min expiry. No swap edge β‰₯10bps. BTC #2364 is the best candidate but ~23.8h away from the take windo","repeatWakes":310,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":19}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment."}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":2954504,"w5Usd":1.92,"w5PctPool":1.2,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":2954504,"w7Son":36707267,"hourly":[0,0.98,0,0.57,0.37,0.41,0.46,0.83,1.51,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":1,"balanceUsd":75.72,"realizedPnl":-18.9,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":527,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":21,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":223}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed."}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action."}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved."}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":991,"msgs":21892,"total":1391307028,"totalUsd":840.29,"w5":67312468,"w5Usd":40.77,"w5PctPool":26.9,"w7":1355167584,"w7Usd":819.97,"w7PctPool":56.5,"w5Son":67312468,"w7Son":1154786616,"hourly":[11.11,3.37,0,5.76,20.52,27.54,14.05,12.93,20.01,18.24,13.93,9.98,8.23,8.92,11.18,17.48,13.94,20.07,14.43,14.18,15,19.3,10.16,17.63],"lastWake":{"ts":"2026-06-15T19:21:09.333Z","tokens":596910,"usd":0.54,"msgs":11}},"onchain":{"deals":153,"openIntents":9,"balanceUsd":749.33,"realizedPnl":-27.93,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":543,"wakes":268,"firstWakeMs":1781018900000,"lastWakeMs":1781549820000,"ageMin":24,"lastWhy":"Main cluster (posted ~18:00Z) expiring; inverted sMSFT bid needed immediate removal as free-option risk.","repeatWakes":210,"avgGapMin":33,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781553624894,"watching":"PREFIRE T+2min (BTC/SSV asks expire) or inversion guard or fillable intent; fallback 40min","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":39}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed."},"overBudget":{"pct":26.9,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":494,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":84,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":100,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery."}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":104.75,"realizedPnl":4.76,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":516,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":285,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":204}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault."}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":483,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":119,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":28}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem."}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":40073579,"w7Usd":9.97,"w7PctPool":1.7,"w5Son":0,"w7Son":4291954,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0,0.38,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":2,"balanceUsd":99.48,"realizedPnl":-8.54,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":488,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":24,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":42}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway."}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":13442318,"w5Usd":8.2,"w5PctPool":5.4,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":11925317,"w7Son":39105351,"hourly":[2.05,4.14,0,0.31,1.69,0.77,0,0.47,2.86,0,0.11,0.89,0.42,0,0,0,0,0,0.6,0,0.56,0,0,0.61],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":510,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":508,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":936}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake."}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":5359568,"w5Usd":3.49,"w5PctPool":2.1,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":5359568,"w7Son":7684829,"hourly":[2.86,0.63,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":1,"balanceUsd":105.64,"realizedPnl":5.65,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":538,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":5,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":45}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored."}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":2382248,"w5Usd":1.39,"w5PctPool":1,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":2382248,"w7Son":5610365,"hourly":[0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.83,"realizedPnl":1.84,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":532,"wakes":88,"firstWakeMs":1780948343000,"lastWakeMs":1781549149000,"ageMin":35,"lastWhy":"Nothing takeable, oracle drift under refresh trigger, bid still valid at oracle+0.5%. Mission says skip.","repeatWakes":79,"avgGapMin":115,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781551921817,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":11}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed."}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":2253349,"w5Usd":1.33,"w5PctPool":0.9,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":2253349,"w7Son":3609462,"hourly":[0.62,0,0,0.34,0.37,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.22,"realizedPnl":2.23,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":505,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":7,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":176}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores."}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":222,"msgs":4419,"total":259163817,"totalUsd":151.91,"w5":12585673,"w5Usd":9.13,"w5PctPool":5,"w7":259163817,"w7Usd":151.91,"w7PctPool":10.8,"w5Son":12585673,"w7Son":200601459,"hourly":[3.59,0.74,0,0.81,3.99,2.25,0,1.93,1.36,3.6,0,0.49,1.86,1.36,5.31,1.35,2.13,2.63,0.32,5.43,2.14,0.75,0.77,1.75],"lastWake":{"ts":"2026-06-15T19:21:20.542Z","tokens":1375025,"usd":1.06,"msgs":21}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":104.67,"realizedPnl":4.69,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":521,"wakes":261,"firstWakeMs":1780945920000,"lastWakeMs":1781549880000,"ageMin":23,"lastWhy":"sAAPL +$1.12 eroded bait to 1.42% β€” below 1.55% floor. CMQ shows the value but doesn't flag it (cmq-stock-blind confirme","repeatWakes":219,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781551922143,"watching":"25 intents, none takeable; soonestExpiry=1781552810; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":131,"nextFallbackMin":11}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail."}}],"unattributed":{"sessions":9237,"tokens":240876492,"usd":132.28,"w5":16542885,"w5Usd":9.43,"hourly":[1.87,4.18,0,2.01,1.36,0.38,0,0.6,0,0.67,1.17,5.29,4.29,4.41,0.86,1.66,2,1.65,0.84,0.49,1.8,0.2,1.2,1.22]},"boardOverhead":{"sessions":6427,"tokens":63997513,"usd":162.72,"w5":2316365,"w5Usd":7.69,"hourly":[2.77,2.09,0,0.2,2.63,2.34,2.02,2.32,1.59,2.12,2.74,2,2.47,1.86,2.37,2.35,2,2.24,2.33,2.26,3.35,1.29,3.13,1.64]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2194922493,"grandUsd":1394.77,"grandSessions":17094,"attributedTokens":1890048488,"unattributedTokens":240876492,"boardTokens":63997513,"reassembledTokens":2194922493,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":200,"sessionsScanned":11675,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":100292,"dedupedMsgs":48111,"rawTokens":4915049318,"dedupedTokens":2194922493,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T19:19:07.271Z","swarm":{"headline":"BINARY REGRESSION: 9 AGENTS DARK","funnel":{"posted":2810,"settled":205,"conversionPct":7.3,"byTemplate":{"Swap":"dominant β€” 14/16 recent settled deals; LP-Maker-Matheus hub in 10 of those; book has 22 live Swap intents but hub dark since 18:57Z","custom":"2/16 recent (Bear-Yosher ↔ Mimic-Ljuba deals 159/192/197); both agents now binary-broken","Perpetual":"1 open (0xF57a…9444), 0 recent settled","Option":"0 settled since hash drift; 0x57F8…B0ff sNVDA call open 1107+ min with no qualifying taker"}},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"Fleet-wide binary regression: 9 agents broken by 'launch-wake exited 1'","detail":"9 of 14 active agents share identical wake_error='launch-wake exited 1' with onset clustering 17:53–19:12Z Jun 15. Agents affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew. This is ONE platform regression, not 9 separate agent failures. All watchers remain armed β€” they will self-attempt recovery on their next fallback (nearest: stac","evidence":"9 agents, identical error string; arb-hunter-tom w359 atomically settled deal 204 for $1.381 USDC despite exit-1, confirming binary breaks on init/post-exec path not trade-execution path","scope":"core","fix":"Identify and roll back the claude-code binary change deployed ~18:00Z Jun 15; run a canary wake on one agent (stacker-massimo, fallback in 14 min) to confirm recovery; all 9 armed watchers self-recover on next fallback without further intervention"},{"severity":"critical","title":"LP-Maker-Matheus hub dark β€” primary liquidity source offline 45+ min","detail":"LP-Maker-Matheus (hub of 10/16 recent deals, 153 lifetime deals) has been binary-broken since post-w230 (18:57Z). Its 12 resting intents expired ~19:41Z. Four dependent agents now have no primary counterparty: momentum-nikita intent #2653 uncrossed 269+ min, stacker-massimo bid 2703 uncrossed, arb-hunter-tom and option-writer-matheus both posting into an empty book. PnL frozen at -$28.27.","evidence":"10/16 recent settled deals cite LP-Maker-Matheus; intent expiry cluster ~19:41Z; pidAlive=false; nextFallbackMin=40","scope":"core","fix":"Resolves automatically once binary regression (#1) is fixed β€” LP-Maker will repost on its next armed fallback (40 min from last read); no agent-level action needed"},{"severity":"warn","title":"Option market structurally frozen: templateHash mismatch (writer vs taker)","detail":"option-writer-matheus posts sNVDA calls on 0x57F8…B0ff; option-taker-matheus scans for 0xb3d66f4b. Mismatch predates and is independent of the binary regression β€” 0 Option deals since w35; taker has confirmed 0 qualifying intents across 9 wakes (w32–w39, 103+ min). The open sNVDA call has been live 1107+ min with no fill. This will not self-heal when the binary is fixed.","evidence":"0x57F8…B0ff call open 1107+ min in book; option-taker w36–w39 all: 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime taker deals all pre-drift","scope":"fleet","fix":"Align one agent to the other's hash: either update option-writer-matheus CLAUDE.md to post on templateHash 0xb3d66f4b, or update option-taker to scan for 0x57F8…B0ff; coordinate before both agents recover from binary regression"},{"severity":"warn","title":"Vulture-Andrew: recurring PID death (8+ cycles) undiagnosed β€” baits expire silently","detail":"Vulture-Andrew has lost its watcher PID 8+ consecutive cycles, independent of the binary regression. The 2h14m gap at w224 caused 6 baits (posted w221/15:16Z) to expire silently. Currently: 6 fresh baits on book (sMSFT/ETH/BTCΓ—2/SSV/sAAPL, ~56–58m TTL) with pidAlive=false and wakes_failing=true β€” they will expire again without a live manager. Root cause never identified.","evidence":"w224: '2h14m gap, baits expired silently'; 8+ PID deaths across observed cycles per orient; pidAlive=false; wakes_failing=true; 6 current Vulture baits visible in open book","scope":"fleet","fix":"Diagnose vulture-andrew's watcher PID death root cause; add a process supervisor or restart policy to the watcher container; this is agent-scoped and must be fixed separately from the binary regression"},{"severity":"warn","title":"index-maker and index-taker: 58 null cycles β€” decide decommission or deploy","detail":"Both agents are uninitialized across all 58 observed cycles: armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes, $0 tokens burned, no error state. This is not a runtime failure β€” they were never deployed. The decision is overdue by at least 57 cycles and adds noise to the board.","evidence":"58th consecutive null cycle on both; all fields at zero/null; no errors","scope":"fleet","fix":"Deploy index-maker/index-taker with a mission and wake script, or formally decommission and remove from the board"},{"severity":"ok","title":"3 agents healthy through regression: momentum-nikita, option-taker-matheus, polymarket-ljuba","detail":"All three are executing correctly β€” their inactivity is counterparty/market-driven, not infra. momentum-nikita: bid #2653 (20 USDCβ†’ETH) live 269+ min, watcher polling every 60s, no errors. option-taker-matheus: watcher healthy, hash-starved. polymarket-ljuba: deal #190 (BTC>$64,900) ~$1,945 ITM at BTC $66,845, ~15.5h to expiry; two resting maker binaries (#1827, #1916) await counterparty fill.","evidence":"All three: wakes_failing=false, wake_error=null, armed=true, pidAlive=true","scope":"fleet","fix":"No action required β€” all correctly resting"}],"fleetMoves":[{"scope":"core","action":"Emergency rollback: identify the claude-code binary change deployed ~18:00Z Jun 15 causing 'launch-wake exited 1' on 9 agents; restore the prior binary; confirm with a canary wake on stacker-massimo (fallback fires in ~14 min) β€” all 9 armed watchers self-recover without further a"},{"scope":"fleet","action":"After binary fix: align option-writer-matheus and option-taker-matheus to the same templateHash (0xb3d66f4b or 0x57F8…B0ff β€” pick one) to unfreeze the Option market; this is structural and won't self-heal with the binary fix"},{"scope":"fleet","action":"Root-cause and fix vulture-andrew's recurring PID death (8+ occurrences, bait expiry gaps confirmed); add a process supervisor β€” agent-scoped, independent of the binary regression"},{"scope":"fleet","action":"Resolve the index-maker/index-taker deployment decision (58 null cycles): deploy with a mission or decommission from the board to reduce observer noise"}],"at":"2026-06-15T19:21:37.526Z","model":"claude-sonnet-4-6"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T20:06:11.205Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":69.88,"used7d":null,"used7dUsd":1318.66,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":40.7,"estPct7d":87.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":115.7,"estPct7d":209.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":123.9,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":185.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":99103550,"w7":1666392226,"tot":1763961830},"haiku":{"w5":2705933,"w7":431021698,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17169,"deals":205,"openIntents":59,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1824.02,"BTC":66563.48,"SSV":2.36,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-15T20:05:37.195Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":3112191,"w5Usd":1.67,"w5PctPool":1.2,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":3112191,"w7Son":25506875,"hourly":[0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0,0.5],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.24,"realizedPnl":3.23,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":544,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781553900000,"ageMin":1,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. CEX has converged with oracle on all tradeable assets.","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":2472346,"w5Usd":1.69,"w5PctPool":1,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":2472346,"w7Son":36707267,"hourly":[0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0,0,1.44,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":572,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":66,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":178}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":47873786,"w5Usd":29.93,"w5PctPool":19.1,"w7":1347286447,"w7Usd":815.78,"w7PctPool":56.1,"w5Son":47873786,"w7Son":1148798758,"hourly":[6.42,12.27,0.42,0,10.82,20.47,27.73,11.65,14.81,19.34,21.28,9.96,7.62,9.1,10.29,14.78,14.29,14.12,20.61,12.51,16.34,15.98,16.8,9.72],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":20,"balanceUsd":749.22,"realizedPnl":-26.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":588,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":39,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":37}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true},"overBudget":{"pct":19.1,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":539,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":129,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":100,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":104.04,"realizedPnl":4.04,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":561,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":330,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":159}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":528,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":164,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0.38,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.32,"realizedPnl":-8.7,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":533,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":69,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":11829910,"w5Usd":7.28,"w5PctPool":4.7,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":10312909,"w7Son":39105351,"hourly":[0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0,0.56,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":555,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":553,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":891}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":5359568,"w5Usd":3.49,"w5PctPool":2.1,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":5359568,"w7Son":7684829,"hourly":[1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":105.35,"realizedPnl":5.33,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":583,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":50,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":2382248,"w5Usd":1.39,"w5PctPool":1,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":2382248,"w7Son":5610365,"hourly":[0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":577,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":20,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":13}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":2253349,"w5Usd":1.33,"w5PctPool":0.9,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":2253349,"w7Son":3609462,"hourly":[0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":550,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":52,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":131}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":9984699,"w5Usd":7.27,"w5PctPool":4,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":9984699,"w7Son":202301691,"hourly":[2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.39,3.05,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12,2.3,0.38,0.38],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":6,"balanceUsd":104.35,"realizedPnl":4.36,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":566,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":52,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9270,"tokens":241615905,"usd":132.7,"w5":14302199,"w5Usd":8.5,"hourly":[0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0,2,0.79,0.85]},"boardOverhead":{"sessions":6464,"tokens":64040590,"usd":162.93,"w5":2239187,"w5Usd":7.33,"hourly":[2.22,2.71,0.14,0,2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29,2.38,2.17,2.09]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17169,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":11713,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":100669,"dedupedMsgs":48310,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T20:06:58.313Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"6/14 agents: wakes FAILING β€” 401 auth","detail":"6 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 6 agent bugs. Affected: arb-hunter-tom, lp-maker-matheus, option-taker-matheus, option-writer-matheus, rebalancer-lior, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-15T20:07:23.334Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3330ms, prompt 31989b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-15T20:07:23.334Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T21:06:12.067Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":49.71,"used7d":null,"used7dUsd":1311.23,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.7,"estPct7d":86.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":81.7,"estPct7d":208.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":86.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":184.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":69151111,"w7":1657876759,"tot":1763961830},"haiku":{"w5":2705933,"w7":427276959,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17301,"deals":205,"openIntents":32,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1816.61,"BTC":66479.43,"SSV":2.36,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-15T21:05:37.643Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":3112191,"w5Usd":1.67,"w5PctPool":1.2,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":3112191,"w7Son":25506875,"hourly":[0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.15,"realizedPnl":3.15,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":604,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781556600000,"ageMin":16,"lastWhy":"#2389 clears all criteria: β‰₯10bps floor (25bps), trusted+fresh SSV feed, no mismatch, USDC funded, single best available","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":1538052,"w5Usd":0.98,"w5PctPool":0.6,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":1538052,"w7Son":36707267,"hourly":[0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0,0,1.44],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":632,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":126,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":118}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":28951493,"w5Usd":19.11,"w5PctPool":11.6,"w7":1335481441,"w7Usd":809.5,"w7PctPool":55.6,"w5Son":28951493,"w7Son":1140738491,"hourly":[0,6.42,12.27,0.42,0,10.82,20.47,27.73,11.65,14.79,19.37,21.28,9.96,7.62,9.1,10.24,14.83,14.29,14.12,20.61,12.51,16.34,15.98,16.8],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.21,"realizedPnl":-25.52,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":648,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":99,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true},"overBudget":{"pct":11.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":599,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":189,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":100,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":104.03,"realizedPnl":4.04,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":621,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":390,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":99}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":588,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":224,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0,0.38],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.23,"realizedPnl":-8.8,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":593,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":129,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":10508504,"w5Usd":6.2,"w5PctPool":4.2,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":8991503,"w7Son":39105351,"hourly":[0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0,0.56,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":615,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":613,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":831}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":5359568,"w5Usd":3.49,"w5PctPool":2.1,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":5359568,"w7Son":7684829,"hourly":[0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":105.19,"realizedPnl":5.17,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":643,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":110,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":838493,"w5Usd":0.58,"w5PctPool":0.3,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":838493,"w7Son":5610365,"hourly":[0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":637,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":80,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":1061569,"w5Usd":0.62,"w5PctPool":0.4,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":1061569,"w7Son":3609462,"hourly":[0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":610,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":112,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":71}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":7570037,"w5Usd":5.52,"w5PctPool":3,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":7570037,"w7Son":202301691,"hourly":[0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.39,3.05,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12,2.3,0.38],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.25,"realizedPnl":4.26,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":626,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":112,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9354,"tokens":241615905,"usd":132.7,"w5":11359202,"w5Usd":6.49,"hourly":[0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0,2,0.79]},"boardOverhead":{"sessions":6512,"tokens":64040590,"usd":162.93,"w5":1557935,"w5Usd":5.07,"hourly":[0,2.22,2.71,0.14,0,2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29,2.38,2.17]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17301,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":11797,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":100789,"dedupedMsgs":48430,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T21:06:55.320Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"8/14 agents: wakes FAILING β€” 401 auth","detail":"8 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 8 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-15T21:07:19.914Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3066ms, prompt 31350b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-15T21:07:19.914Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T22:06:13.199Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":49.71,"used7d":null,"used7dUsd":1304.74,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":28.7,"estPct7d":86.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":81.7,"estPct7d":207.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":86.4,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":183.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":69151111,"w7":1649259018,"tot":1763961830},"haiku":{"w5":2705933,"w7":423472099,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17434,"deals":205,"openIntents":32,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1811.25,"BTC":66402.36,"SSV":2.37,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-15T22:05:38.174Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":3112191,"w5Usd":1.67,"w5PctPool":1.2,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":3112191,"w7Son":25506875,"hourly":[0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.09,"realizedPnl":3.09,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":664,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":11,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":1538052,"w5Usd":0.98,"w5PctPool":0.6,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":1538052,"w7Son":36707267,"hourly":[0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":692,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":186,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":58}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":28951493,"w5Usd":19.11,"w5PctPool":11.6,"w7":1323517442,"w7Usd":804.26,"w7PctPool":55.1,"w5Son":28951493,"w7Son":1132579352,"hourly":[0,0,6.42,12.27,0.42,0,10.82,20.39,27.81,11.65,14.79,19.33,21.31,9.96,7.62,9.1,10.2,14.87,14.29,14.12,20.61,12.51,16.34,15.98],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.24,"realizedPnl":-25.46,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":708,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":159,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true},"overBudget":{"pct":11.6,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":659,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":249,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":100,"avgGapMin":91,"watcher":{"pidAlive":true,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":1,"balanceUsd":104.25,"realizedPnl":4.25,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":681,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":450,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":39}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":648,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":284,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.14,"realizedPnl":-8.88,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":653,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":190,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":10508504,"w5Usd":6.2,"w5PctPool":4.2,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":8991503,"w7Son":39105351,"hourly":[0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0,0.56],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":675,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":673,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":771}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":5359568,"w5Usd":3.49,"w5PctPool":2.1,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":5359568,"w7Son":7684829,"hourly":[0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":105.09,"realizedPnl":5.08,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":703,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":170,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":838493,"w5Usd":0.58,"w5PctPool":0.3,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":838493,"w7Son":5610365,"hourly":[0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":1,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":697,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":140,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":1061569,"w5Usd":0.62,"w5PctPool":0.4,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":1061569,"w7Son":3609462,"hourly":[0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":670,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":172,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":11}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":7570037,"w5Usd":5.52,"w5PctPool":3,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":7570037,"w7Son":202301691,"hourly":[0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.39,3.05,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12,2.3],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.23,"realizedPnl":4.22,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":686,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":172,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9439,"tokens":241615905,"usd":132.7,"w5":11359202,"w5Usd":6.49,"hourly":[0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0,2]},"boardOverhead":{"sessions":6560,"tokens":64040590,"usd":162.93,"w5":1557935,"w5Usd":5.07,"hourly":[0,0,2.22,2.71,0.14,0,2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29,2.38]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17434,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":11882,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":100910,"dedupedMsgs":48551,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T22:06:58.507Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"8/14 agents: wakes FAILING β€” 401 auth","detail":"8 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 8 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-15T22:07:23.541Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3188ms, prompt 31347b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-15T22:07:23.541Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-15T23:06:14.500Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":40.49,"used7d":null,"used7dUsd":1296.7,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":23.3,"estPct7d":85.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":66.1,"estPct7d":205.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":69.3,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":182.2},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":55460660,"w7":1639917115,"tot":1763961830},"haiku":{"w5":2705933,"w7":418947510,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17579,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1790.68,"BTC":66232.23,"SSV":2.33,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-15T23:05:38.745Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":3112191,"w5Usd":1.67,"w5PctPool":1.2,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":3112191,"w7Son":25506875,"hourly":[0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.79,"realizedPnl":2.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":724,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":71,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":752,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":246,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":28690208,"w5Usd":18.69,"w5PctPool":11.5,"w7":1311171077,"w7Usd":797.72,"w7PctPool":54.6,"w5Son":28690208,"w7Son":1123732147,"hourly":[0,0,0,6.39,12.3,0.42,0,10.82,20.39,27.81,11.65,14.79,19.33,21.31,9.96,7.62,9.1,10.2,14.87,14.29,14.12,20.61,12.51,16.34],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.06,"realizedPnl":-22.27,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":768,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":219,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true},"overBudget":{"pct":11.5,"capPct":10}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":719,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781546224000,"ageMin":309,"lastWhy":"No taker-edge bets on board. Recent flow: sNVDA above Γ—1. sNVDA trending up today. Mirrored direction by posting as make","repeatWakes":100,"avgGapMin":91,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.34,"realizedPnl":3.34,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":741,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":510,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":708,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":344,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86,0.54],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.9,"realizedPnl":-9.12,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":713,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":250,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":4111588,"w5Usd":2.21,"w5PctPool":1.6,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":2594587,"w7Son":39105351,"hourly":[0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":735,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":733,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":711}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":5359568,"w5Usd":3.49,"w5PctPool":2.1,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":5359568,"w7Son":7684829,"hourly":[0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.59,"realizedPnl":4.58,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":763,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":230,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":757,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":200,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":1061569,"w5Usd":0.62,"w5PctPool":0.4,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":1061569,"w7Son":3609462,"hourly":[0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":730,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":232,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":7570037,"w5Usd":5.52,"w5PctPool":3,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":7570037,"w7Son":202301691,"hourly":[0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21,4.12],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.72,"realizedPnl":3.7,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":746,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":232,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9536,"tokens":241615905,"usd":132.7,"w5":6741125,"w5Usd":3.36,"hourly":[0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.6,1.95,0.83,0]},"boardOverhead":{"sessions":6608,"tokens":64040590,"usd":162.93,"w5":1520307,"w5Usd":4.94,"hourly":[0,0,0,2.22,2.71,0.14,0,2.26,1.73,2.45,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23,2.29]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17579,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":11979,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101043,"dedupedMsgs":48684,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-15T23:06:56.870Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"10/14 agents: wakes FAILING β€” 401 auth","detail":"10 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 10 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-15T23:07:21.602Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3037ms, prompt 31224b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-15T23:07:21.602Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T00:06:15.818Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":12.9,"used7d":null,"used7dUsd":1291.6,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":6.6,"estPct7d":85.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":18.7,"estPct7d":205,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":20.6,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":181.7},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":16487198,"w7":1635603083,"tot":1763961830},"haiku":{"w5":0,"w7":414622315,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17741,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1794.63,"BTC":66268.32,"SSV":2.35,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T00:05:39.372Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.86,"realizedPnl":2.9,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":784,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":131,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":812,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":306,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":9336445,"w5Usd":6.39,"w5PctPool":3.7,"w7":1303046814,"w7Usd":793.87,"w7PctPool":54.3,"w5Son":9336445,"w7Son":1119933079,"hourly":[0,0,0,0,6.39,12.3,0.42,0,10.82,20.39,27.81,11.65,14.77,19.35,21.31,9.96,7.62,9.1,10.2,14.87,14.29,14.1,20.63,12.51],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.13,"realizedPnl":-23.5,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":828,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":279,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":779,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":46,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.79,"realizedPnl":3.78,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":801,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":570,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":768,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":404,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.86],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.95,"realizedPnl":-9.07,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":773,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":310,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":65243392,"w7Usd":30.59,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0,0.6],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":795,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":793,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":651}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":1802686,"w5Usd":1.07,"w5PctPool":0.7,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":1802686,"w7Son":7684829,"hourly":[0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.72,"realizedPnl":4.72,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":823,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":290,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":817,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":260,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":790,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":292,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":3075257,"w5Usd":2.25,"w5PctPool":1.2,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":3075257,"w7Son":202301691,"hourly":[0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24,2.21],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.89,"realizedPnl":3.89,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":806,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":292,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9650,"tokens":241615905,"usd":132.7,"w5":1656861,"w5Usd":0.96,"hourly":[0,0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.56,1.99,0.83]},"boardOverhead":{"sessions":6656,"tokens":64040590,"usd":162.93,"w5":615949,"w5Usd":2.22,"hourly":[0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36,2.23]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17741,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12093,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101193,"dedupedMsgs":48834,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T00:07:02.291Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T00:07:27.294Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3190ms, prompt 31224b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T00:07:27.294Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T01:06:17.072Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1287.95,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":85.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":204.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":181.3},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1631762111,"tot":1763961830},"haiku":{"w5":0,"w7":413780982,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":17900,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1791.9,"BTC":66264.98,"SSV":2.34,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T01:05:39.925Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.81,"realizedPnl":2.81,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":844,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":191,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":872,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":366,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1299719714,"w7Usd":791.74,"w7PctPool":54.2,"w5Son":0,"w7Son":1116605979,"hourly":[0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.35,21.31,9.96,7.62,9.1,10.2,14.87,14.29,14.1,20.59],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.1,"realizedPnl":-22.86,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":888,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":339,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":839,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":106,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.56,"realizedPnl":3.56,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":861,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":630,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":828,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":464,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.92,"realizedPnl":-9.1,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":833,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":370,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":855,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":853,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":591}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.66,"realizedPnl":4.66,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":883,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":350,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":877,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":320,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":850,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":352,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81,4.14,1.06,2.52,2.24],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.79,"realizedPnl":3.79,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":866,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":352,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9761,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.56,1.99]},"boardOverhead":{"sessions":6704,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42,2.36]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":17900,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12204,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101340,"dedupedMsgs":48981,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T01:06:58.983Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T01:07:25.318Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3122ms, prompt 31224b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T01:07:25.318Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T02:06:18.005Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1285.08,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":85.1,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":204.2,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":181},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1629373987,"tot":1763961830},"haiku":{"w5":0,"w7":412970792,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18064,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1792.08,"BTC":66299.88,"SSV":2.34,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T02:05:40.527Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.82,"realizedPnl":2.8,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":904,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":251,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":932,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":426,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1296889198,"w7Usd":790.14,"w7PctPool":54,"w5Son":0,"w7Son":1114585653,"hourly":[0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.35,21.31,9.96,7.62,9.1,10.14,14.93,14.29,14.1],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.1,"realizedPnl":-22.92,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":948,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":399,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":899,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":166,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.56,"realizedPnl":3.58,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":921,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":690,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":888,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":524,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.93,"realizedPnl":-9.09,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":893,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":430,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":915,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":913,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":531}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.67,"realizedPnl":4.67,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":943,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":410,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":937,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":380,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":910,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":412,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81,4.14,1.06,2.52],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.81,"realizedPnl":3.82,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":926,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":412,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9876,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86,2.26,1.56]},"boardOverhead":{"sessions":6753,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2,2.24,2.42]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18064,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12319,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101491,"dedupedMsgs":49132,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T02:07:02.519Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T02:07:29.764Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3172ms, prompt 31224b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T02:07:29.764Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T03:07:18.839Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1281.99,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":84.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":203.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":180.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1626985933,"tot":1763961830},"haiku":{"w5":0,"w7":411628474,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18231,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1772.81,"BTC":65807.54,"SSV":2.32,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T03:05:41.144Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.52,"realizedPnl":2.51,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":965,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":312,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":993,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":487,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1293711522,"w7Usd":788.5,"w7PctPool":53.9,"w5Son":0,"w7Son":1112750295,"hourly":[0,0,0,0,0,0,0,6.23,12.39,0.49,0,10.44,20.33,27.83,12.02,14.46,19.63,21.19,10.1,7.56,9.01,9.83,14.99,14.63],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":748.99,"realizedPnl":-20.17,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1009,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":460,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":960,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":227,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.05,"realizedPnl":3.05,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":982,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":751,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":949,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":585,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":38412874,"w7Usd":8.96,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.6,"realizedPnl":-9.42,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":954,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":491,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":976,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":974,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":470}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.07,"realizedPnl":4.07,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1004,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":471,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":998,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":441,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":971,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":473,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,0.83,1.62,1.21,3.24,0,2.08,0.27,2.42,4.53,1.06],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.34,"realizedPnl":3.37,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":987,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":473,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":9990,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0.96,2.3,3.23,0,2.01,1.36,0.38,0,0.6,0,0.84,1.89,5.59,5.01,2.51,0.86,2.26]},"boardOverhead":{"sessions":6806,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.55,2.63,2.5,1.74,2.24,2.19,2.37,2.1,2.5,1.98,2.34,2.15]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18231,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12433,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101647,"dedupedMsgs":49288,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T03:07:44.066Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T03:08:08.545Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3094ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T03:08:08.546Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T04:06:19.756Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1278.91,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":84.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":203.5,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":180.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1623955018,"tot":1763961830},"haiku":{"w5":0,"w7":410671437,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18388,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1781.84,"BTC":66236.31,"SSV":2.35,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T04:05:41.705Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.73,"realizedPnl":2.76,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1024,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":371,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1052,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":546,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1291106344,"w7Usd":786.81,"w7PctPool":53.8,"w5Son":0,"w7Son":1110145117,"hourly":[0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.35,21.31,9.96,7.62,9.1,10.14,14.87],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.11,"realizedPnl":-22.74,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1068,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":519,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1019,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":286,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.79,"realizedPnl":3.79,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1041,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":810,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1008,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":644,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.81,"realizedPnl":-9.21,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1013,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":550,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1035,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1033,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":411}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.51,"realizedPnl":4.51,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1063,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":530,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1057,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":500,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1030,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":532,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81,4.14],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.74,"realizedPnl":3.74,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1046,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":532,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10101,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38,0.86]},"boardOverhead":{"sessions":6852,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11,2.2]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18388,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12544,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101791,"dedupedMsgs":49432,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T04:06:54.200Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T04:07:18.591Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2993ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T04:07:18.591Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T05:06:20.761Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1275.36,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":84.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":203.1,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":180.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1621026755,"tot":1763961830},"haiku":{"w5":0,"w7":409705085,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18546,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1762.66,"BTC":65920.16,"SSV":2.34,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T05:05:42.215Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.46,"realizedPnl":2.45,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1084,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":431,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1112,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":606,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1287794656,"w7Usd":784.77,"w7PctPool":53.7,"w5Son":0,"w7Son":1107799781,"hourly":[0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32,21.31,10,7.62,9.1,10.12],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.04,"realizedPnl":-20.64,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1128,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":579,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1079,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":346,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.52,"realizedPnl":3.53,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1101,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":870,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1068,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":704,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.53,"realizedPnl":-9.48,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1073,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":610,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1095,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1093,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":351}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.03,"realizedPnl":4.02,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1123,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":590,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1117,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":560,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1090,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":592,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19,2.81],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.38,"realizedPnl":3.36,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1106,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":592,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10212,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0.96,2.4,3.13,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14,2.38]},"boardOverhead":{"sessions":6899,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36,2.11]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18546,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12655,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":101937,"dedupedMsgs":49578,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T05:06:59.301Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T05:07:24.545Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3076ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T05:07:24.545Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T06:06:21.713Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1269.96,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":84.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":202.3,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":179.5},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1615224876,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18707,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1762.41,"BTC":66097.94,"SSV":2.35,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T06:05:42.816Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.5,"realizedPnl":2.53,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1144,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":491,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1172,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":666,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1281103966,"w7Usd":780.71,"w7PctPool":53.4,"w5Son":0,"w7Son":1102549391,"hourly":[0,0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32,21.31,10,7.62,9.1],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.07,"realizedPnl":-21.36,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1188,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":639,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1139,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":406,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.77,"realizedPnl":3.77,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1161,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":930,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1128,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":764,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.57,"realizedPnl":-9.45,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1133,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":670,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":64402059,"w7Usd":30.42,"w7PctPool":2.7,"w5Son":0,"w7Son":39105351,"hourly":[0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1155,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1153,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":291}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.15,"realizedPnl":4.13,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1183,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":650,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1177,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":620,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1150,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":652,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16,0.19],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.49,"realizedPnl":3.48,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1166,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":652,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10325,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0.96,2.36,3.16,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59,5.14]},"boardOverhead":{"sessions":6947,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24,2.36]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18707,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12768,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102087,"dedupedMsgs":49728,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T06:07:02.760Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T06:07:27.611Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3047ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T06:07:27.611Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T07:06:22.385Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1263.53,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":84,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":201.6,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":178.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1607776532,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":18866,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1769.94,"BTC":66382.33,"SSV":2.36,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T07:05:43.445Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.63,"realizedPnl":2.62,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1204,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":551,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1232,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":726,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1275985705,"w7Usd":776.64,"w7PctPool":53.2,"w5Son":0,"w7Son":1097431130,"hourly":[0,0,0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32,21.31,10,7.62],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.11,"realizedPnl":-22.65,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1248,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":699,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1199,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":466,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.02,"realizedPnl":4.03,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1221,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":990,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1188,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":824,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.73,"realizedPnl":-9.29,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1193,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":730,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":63579338,"w7Usd":29.96,"w7PctPool":2.6,"w5Son":0,"w7Son":38282630,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43,0.99],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1215,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1213,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":231}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.44,"realizedPnl":4.42,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1243,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":710,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1237,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":680,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1210,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":712,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260864049,"w7Usd":153.1,"w7PctPool":10.9,"w5Son":0,"w7Son":202301691,"hourly":[0,0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0,2.16],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.72,"realizedPnl":3.73,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1226,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":712,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10437,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0.96,2.36,3.16,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76,5.59]},"boardOverhead":{"sessions":6994,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27,2.24]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":18866,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12880,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102233,"dedupedMsgs":49874,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T07:06:58.856Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T07:07:23.298Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3107ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T07:07:23.298Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T08:06:22.588Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1251.02,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":83.3,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":199.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":176.6},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1589737979,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19030,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1773.87,"BTC":66333.82,"SSV":2.36,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T08:05:43.929Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.67,"realizedPnl":2.65,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1264,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":611,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1292,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":786,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1264677374,"w7Usd":769.82,"w7PctPool":52.7,"w5Son":0,"w7Son":1086122799,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32,21.31,10],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.12,"realizedPnl":-22.78,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1308,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":759,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1259,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":526,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.02,"realizedPnl":4.02,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1281,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1050,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1248,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":884,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.76,"realizedPnl":-9.27,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1253,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":790,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":61282445,"w7Usd":28.14,"w7PctPool":2.6,"w5Son":0,"w7Son":35985737,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0,0.43],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1275,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1273,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":171}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.47,"realizedPnl":4.47,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1303,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":770,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1297,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":740,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1270,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":772,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":260231289,"w7Usd":152.63,"w7PctPool":10.8,"w5Son":0,"w7Son":201668931,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08,0],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.75,"realizedPnl":3.74,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1286,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":772,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10551,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0.96,2.36,3.16,0,2.01,1.36,0.38,0,0.6,0,0.97,1.76]},"boardOverhead":{"sessions":7044,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17,2.27]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19030,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":12994,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102386,"dedupedMsgs":50027,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T08:06:56.934Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T08:07:21.766Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3159ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T08:07:21.766Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T09:06:22.834Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1236,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":82.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":197.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":174.4},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1569326496,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19190,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1801.63,"BTC":66797.21,"SSV":2.44,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T09:05:44.491Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.18,"realizedPnl":3.16,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1324,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":671,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1352,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":846,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1248359572,"w7Usd":758.02,"w7PctPool":52,"w5Son":0,"w7Son":1069804997,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32,21.31],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.46,"realizedPnl":-28.79,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1368,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":819,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1319,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":586,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.87,"realizedPnl":5.87,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1341,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1110,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1308,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":944,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":99.2,"realizedPnl":-8.82,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1313,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":850,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":60365701,"w7Usd":27.61,"w7PctPool":2.5,"w5Son":0,"w7Son":35068993,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1335,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1333,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":111}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":105.39,"realizedPnl":5.38,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1363,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":830,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1357,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":800,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1330,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":832,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":259197506,"w7Usd":151.93,"w7PctPool":10.8,"w5Son":0,"w7Son":200635148,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36,3.08],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.7,"realizedPnl":4.7,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1346,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":832,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10664,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0.96,2.36,3.16,0,2.01,1.36,0.38,0,0.6,0,0.97]},"boardOverhead":{"sessions":7091,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1,2.17]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19190,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13107,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102534,"dedupedMsgs":50175,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T09:06:58.430Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T09:07:22.857Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2971ms, prompt 31223b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T09:07:22.857Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T10:06:22.879Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1221.27,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":81.5,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":195.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":172.1},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1548770375,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19352,"deals":205,"openIntents":30,"totalIntents":2848},"oracle":{"USDC":1,"ETH":1790.33,"BTC":66499.71,"SSV":2.41,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T10:05:45.016Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39,0.75],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.95,"realizedPnl":2.96,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1384,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":731,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07,0.78],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-18.85,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1412,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":906,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1240648421,"w7Usd":752.9,"w7PctPool":51.7,"w5Son":0,"w7Son":1062093846,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,6.36,12.33,0.42,0,10.82,20.39,27.81,11.65,14.77,19.32],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":0,"balanceUsd":749.32,"realizedPnl":-26.16,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781518674644,"containerAgeMin":1428,"wakes":270,"firstWakeMs":1781018900000,"lastWakeMs":1781551620000,"ageMin":879,"lastWhy":"USDC $718 idle with <$30 in crypto/stocks violates the mission's balanced-inventory mandate; tiny bids can't attract sel","repeatWakes":211,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781556192735,"watching":"PREFIRE 20:25Z (cluster exp ~20:35Z) / inversion guard / new fillable intent; fallback 20:40Z","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":86.91,"realizedPnl":20.49,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1379,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":646,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.16,"realizedPnl":5.17,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1401,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1170,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.15],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":5,"openIntents":0,"balanceUsd":98.86,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781522300036,"containerAgeMin":1368,"wakes":48,"firstWakeMs":1780995929000,"lastWakeMs":1781544138000,"ageMin":1004,"lastWhy":"Pattern continues from wakes 36-38: option writers are either dormant or deploying on non-audited templates. No edge cle","repeatWakes":22,"avgGapMin":247,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552941014,"watching":"new audited Option intent (template 0xb3d66f4b...) OR 6h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":0,"balanceUsd":98.96,"realizedPnl":-9.06,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781521978631,"containerAgeMin":1373,"wakes":38,"firstWakeMs":1781445671878,"lastWakeMs":1781549803000,"ageMin":910,"lastWhy":"Aggressive repricing improves odds for sMSFT fill during remaining market hour. sNVDA sale blocked by market demand abse","repeatWakes":0,"avgGapMin":47,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553819860,"watching":"intent 0x...aee (sMSFT buy) resolves, or 64min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":58905641,"w7Usd":26.65,"w7PctPool":2.5,"w5Son":0,"w7Son":33608933,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02,2.31],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":104.31,"realizedPnl":-2.27,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1395,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1393,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":51}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.92,"realizedPnl":4.89,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1423,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":890,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1417,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":860,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1390,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":892,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":223,"msgs":4444,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":250002438,"w7Usd":145.54,"w7PctPool":10.4,"w5Son":0,"w7Son":191440080,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.76,4.1,1.2,1.08,1.37,1.36],"lastWake":{"ts":"2026-06-15T19:40:07.068Z","tokens":945230,"usd":0.81,"msgs":17}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.28,"realizedPnl":4.26,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1406,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":892,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10780,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.96,2.36,3.16,0,2.01,1.36,0.38,0,0.6,0]},"boardOverhead":{"sessions":7137,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.22,2.71,0.14,0,2.26,1.67,2.51,2.5,1.99,2.1]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19352,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13223,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102684,"dedupedMsgs":50325,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T10:06:59.780Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2848,"settled":205,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"11/14 agents: wakes FAILING β€” 401 auth","detail":"11 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 11 agent bugs. Affected: arb-hunter-tom, bear-yosher, lp-maker-matheus, mimic-ljuba, momentum-nikita, option-taker-matheus, option-writer-matheus, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T10:07:24.551Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3111ms, prompt 31222b, stdout 74b, stderr 0b) stdout: Failed to authenticate. API Error: 401 Invalid authentication credentials (after 3 tries)","errorAt":"2026-06-16T10:07:24.551Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T11:05:22.937Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1207.43,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":80.8,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":193.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":170},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1529785862,"tot":1763961830},"haiku":{"w5":0,"w7":408264785,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19501,"deals":206,"openIntents":46,"totalIntents":2865},"oracle":{"USDC":1,"ETH":1795.64,"BTC":66495.65,"SSV":2.41,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T10:55:45.555Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.67,0,0,0,0,0,0.55,1.39],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103,"realizedPnl":3.03,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1443,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":790,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0.71,0.64,0,0.95,1.07],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-21.51,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1471,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":965,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1225498479,"w7Usd":742.47,"w7PctPool":51.1,"w5Son":0,"w7Son":1046943904,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,6.53,12.45,0.13,0,10.99,20.74,27.36,11.73,15.1],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":12,"balanceUsd":749.33,"realizedPnl":-26.48,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":10,"wakes":271,"firstWakeMs":1781018900000,"lastWakeMs":1781607600000,"ageMin":5,"lastWhy":"All intents from W230 (19:27Z) expired by 11:00Z (15h+ idle). Book was dark. Reposted to re-seed liquidity with current ","repeatWakes":212,"avgGapMin":36,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781609625134,"watching":"PREFIRE 11:50Z (cluster exp ~11:59Z) / inversion guard / new fillable intent; fallback 11:30Z","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":28}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":93.58,"realizedPnl":21.82,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781521650349,"containerAgeMin":1438,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":705,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":105.16,"realizedPnl":5.17,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1460,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1229,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":10,"wakes":50,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":3,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639112722,"watching":"new audited Option intent (0xb3d66f...) appears OR 9h fallback (deal 205 settlement)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":520}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":5,"balanceUsd":99.02,"realizedPnl":-9,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":10,"wakes":39,"firstWakeMs":1781445671878,"lastWakeMs":1781607574000,"ageMin":6,"lastWhy":"Portfolio 64.3% of 70% target (underweight sMSFT βˆ’17.5%, overweight sNVDA +7.4%). Option sleeve paused 14+ wakes, but di","repeatWakes":0,"avgGapMin":71,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781615013033,"watching":"any of intents 0xb2f/0xb31/0xb34 resolves (or 2h fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":118}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":57022590,"w7Usd":25.53,"w7PctPool":2.4,"w5Son":0,"w7Son":31725882,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.21,3.98,0,1.08,0.92,0.77,0,1.02],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781520658251,"containerAgeMin":1454,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1452,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,2.42,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.99,"realizedPnl":4.97,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1482,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":949,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1476,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":919,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.71,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1449,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":951,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":226,"msgs":4447,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":248459235,"w7Usd":144.47,"w7PctPool":10.4,"w5Son":0,"w7Son":189896877,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.25,3.26,0,0,1.86,4,1.2,1.22,1.22],"lastWake":{"ts":"2026-06-16T10:59:41.512Z","tokens":0,"usd":0,"msgs":1}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.32,"realizedPnl":4.31,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1465,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":951,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10885,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.96,2.45,3.07,0,2.01,1.36,0.38,0,0.6]},"boardOverhead":{"sessions":7178,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.53,0.14,0,2.26,1.88,2.45,2.36,1.99]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19501,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13331,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102824,"dedupedMsgs":50465,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T11:06:17.630Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2865,"settled":206,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"9/14 agents: wakes FAILING β€” 401 auth","detail":"9 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 9 agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T11:06:37.039Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1517ms, prompt 31968b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T11:06:37.039Z","staleSince":"2026-06-15T19:21:37.526Z"},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T11:32:14.862Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1201.82,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":80.4,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":192.9,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":169},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1521445808,"tot":1763961830},"haiku":{"w5":0,"w7":407705031,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19593,"deals":206,"openIntents":40,"totalIntents":2875},"fleetHealth":{"state":"down","cause":"auth-401","total":14,"broken":8,"counts":{"ok":0,"idleScheduled":2,"down":8,"stuck":0,"crashed":0,"warming":2,"unknown":2},"affected":["arb-hunter-tom","bear-yosher","momentum-nikita","option-writer-matheus","rebalancer-lior","stacker-massimo","swing-nikita","vulture-andrew"],"sample":"Failed to authenticate. API Error: 401 Invalid authentication credentials","headline":"Fleet down β€” auth/401 (8/14 agents)","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription.","computedBy":"deterministic","at":"2026-06-16T11:32:14.862Z"},"oracle":{"USDC":1,"ETH":1792.32,"BTC":66399.7,"SSV":2.4,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T11:25:45.752Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.9,0.77,0,0,0,0,0.55,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.95,"realizedPnl":2.93,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1470,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":817,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0,0.71,0.64,0,0.95],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-21.51,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1498,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":992,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1219670180,"w7Usd":738.88,"w7PctPool":50.8,"w5Son":0,"w7Son":1041675359,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,10.92,6.68,0,2.17,21.25,25.4,16.33,13.1],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":153,"openIntents":6,"balanceUsd":749.3,"realizedPnl":-25.67,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":37,"wakes":277,"firstWakeMs":1781018900000,"lastWakeMs":1781608920000,"ageMin":10,"lastWhy":"Bids had tightened significantly from oracle drift (ETH -0.18%, BTC -0.09%, SSV -42bps since W233). At -8/-12/-16bps buf","repeatWakes":218,"avgGapMin":36,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781612518302,"watching":"PREFIRE 11:42Z (cluster exp ~11:52Z) / inversion guard; fallback 12:12Z","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":50}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":93.58,"realizedPnl":21.82,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781609549781,"containerAgeMin":0,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":732,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.92,"realizedPnl":4.92,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1487,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1256,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":37,"wakes":50,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":30,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639112722,"watching":"new audited Option intent (0xb3d66f...) appears OR 9h fallback (deal 205 settlement)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":493}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":26,"openIntents":5,"balanceUsd":98.95,"realizedPnl":-9.07,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":37,"wakes":39,"firstWakeMs":1781445671878,"lastWakeMs":1781607574000,"ageMin":33,"lastWhy":"Portfolio 64.3% of 70% target (underweight sMSFT βˆ’17.5%, overweight sNVDA +7.4%). Option sleeve paused 14+ wakes, but di","repeatWakes":0,"avgGapMin":71,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781615013033,"watching":"any of intents 0xb2f/0xb31/0xb34 resolves (or 2h fallback)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":91}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":56243382,"w7Usd":25.03,"w7PctPool":2.3,"w5Son":0,"w7Son":30946674,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,5.13,0,0.31,1.69,0.77,0,0.47],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"warming","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781609539436,"containerAgeMin":0,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1479,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.74,0.75,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.87,"realizedPnl":4.86,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1509,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":976,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1503,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":946,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.34,0.37,0,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1476,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":978,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":227,"msgs":4448,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":246985840,"w7Usd":143.41,"w7PctPool":10.3,"w5Son":0,"w7Son":188423482,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,3.65,1.21,0,0,4.31,2.74,0,1.93],"lastWake":{"ts":"2026-06-16T11:19:41.320Z","tokens":0,"usd":0,"msgs":1}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.21,"realizedPnl":4.19,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1492,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":978,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":10921,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,1.89,4.18,0,2.01,1.36,0.38,0,0.6]},"boardOverhead":{"sessions":7233,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.67,0,0,2.26,1.88,2.45,2.52]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19593,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13368,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":102916,"dedupedMsgs":50557,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T11:32:44.389Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2875,"settled":206,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"10/14 agents: wakes FAILING β€” 401 auth","detail":"10 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 10 agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, option-writer-matheus, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T11:33:03.168Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1162ms, prompt 34339b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T11:33:03.168Z","staleSince":"2026-06-15T19:21:37.526Z","briefing":{"at":"2026-06-16T11:33:22.658Z","model":null,"partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1307ms, prompt 17292b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T11:33:22.658Z","staleSince":null,"standings":[{"slug":"option-taker-matheus","rank":1,"pnl":27,"deals":6,"delta":null},{"slug":"mimic-ljuba","rank":2,"pnl":22,"deals":20,"delta":null},{"slug":"rebalancer-lior","rank":3,"pnl":5,"deals":17,"delta":null},{"slug":"momentum-nikita","rank":4,"pnl":5,"deals":9,"delta":null},{"slug":"vulture-andrew","rank":5,"pnl":4,"deals":46,"delta":null},{"slug":"arb-hunter-tom","rank":6,"pnl":3,"deals":43,"delta":null}],"turns":[{"speaker":"BOOKER","segment":"standings","text":"option-taker-matheus leads the fleet across 6 deal(s).","cite":"option-taker-matheus realizedPnl=+27 deals=6"},{"speaker":"VEGA","segment":"standings","text":"+$27 realized β€” top of the standings.","cite":"option-taker-matheus realizedPnl=+27 deals=6"},{"speaker":"BOOKER","segment":"mover","text":"First briefing of the session β€” no movement to compare yet.","cite":""}],"cite":"option-taker-matheus realizedPnl=+27 deals=6","priorPulse":{"at":"2026-06-16T11:33:03.319Z","byAgent":{"option-taker-matheus":{"pnl":27,"deals":6},"mimic-ljuba":{"pnl":22,"deals":20},"rebalancer-lior":{"pnl":5,"deals":17},"momentum-nikita":{"pnl":5,"deals":9},"vulture-andrew":{"pnl":4,"deals":46},"arb-hunter-tom":{"pnl":3,"deals":43},"stacker-massimo":{"pnl":2,"deals":13},"swing-nikita":{"pnl":2,"deals":7},"polymarket-ljuba":{"pnl":-1,"deals":5},"option-writer-matheus":{"pnl":-9,"deals":26},"bear-yosher":{"pnl":-22,"deals":21},"lp-maker-matheus":{"pnl":-26,"deals":153}}}}},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T12:32:14.897Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1180.34,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":79.2,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":190,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":165.9},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1492905207,"tot":1763961830},"haiku":{"w5":0,"w7":406965739,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19736,"deals":207,"openIntents":38,"totalIntents":2915},"fleetHealth":{"state":"down","cause":"auth-401","total":14,"broken":9,"counts":{"ok":0,"idleScheduled":3,"down":9,"stuck":0,"crashed":0,"warming":0,"unknown":2},"affected":["arb-hunter-tom","bear-yosher","mimic-ljuba","momentum-nikita","polymarket-ljuba","rebalancer-lior","stacker-massimo","swing-nikita","vulture-andrew"],"sample":"Failed to authenticate. API Error: 401 Invalid authentication credentials","headline":"Fleet down β€” auth/401 (9/14 agents)","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription.","computedBy":"deterministic","at":"2026-06-16T12:32:14.897Z"},"oracle":{"USDC":1,"ETH":1817.23,"BTC":66527.84,"SSV":2.39,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T12:25:46.321Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.9,0.77,0,0,0,0,0.55],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":103.21,"realizedPnl":3.2,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1530,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":877,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0,0.71,0.64,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-22.84,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1558,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":1052,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1197202792,"w7Usd":723.37,"w7PctPool":49.9,"w5Son":0,"w7Son":1019947263,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,10.92,6.68,0,2.17,21.25,25.4,16.33],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":154,"openIntents":9,"balanceUsd":749.32,"realizedPnl":-26.89,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":97,"wakes":284,"firstWakeMs":1781018900000,"lastWakeMs":1781612880000,"ageMin":4,"lastWhy":"ETH/BTC bids expiring in 14 min. Repriced to -8bps per inventory-skew model (both critically short). Counterparty intent","repeatWakes":223,"avgGapMin":35,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781614358365,"watching":"stock/SSV cluster expiry (~24min) or inversion guards; fallback 30min","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":20}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":100.24,"realizedPnl":23.15,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781609549781,"containerAgeMin":60,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":792,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.71,"realizedPnl":4.72,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1547,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1316,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":97,"wakes":50,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":90,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639112722,"watching":"new audited Option intent (0xb3d66f...) appears OR 9h fallback (deal 205 settlement)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":433}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":27,"openIntents":0,"balanceUsd":99.24,"realizedPnl":-8.78,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":97,"wakes":41,"firstWakeMs":1781445671878,"lastWakeMs":1781611278000,"ageMin":31,"lastWhy":"Expired calls are stale quotes; cleaning state removes the risk of accidental fills. Repricing needed on both stock and ","repeatWakes":0,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781616826887,"watching":"US stock market open (13:30 UTC) or 1.5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":62}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":54011161,"w7Usd":23.38,"w7PctPool":2.3,"w5Son":0,"w7Son":28714453,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,5.13,0,0.31,1.69,0.77,0],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781609539436,"containerAgeMin":60,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1539,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.74,0.75,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":105.3,"realizedPnl":5.29,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1569,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":1036,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1563,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":1006,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.34,0.37,0,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1536,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":1038,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":230,"msgs":4451,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":245903889,"w7Usd":142.72,"w7PctPool":10.2,"w5Son":0,"w7Son":187341531,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,3.65,1.21,0,0,4.31,2.74,0],"lastWake":{"ts":"2026-06-16T12:19:41.768Z","tokens":0,"usd":0,"msgs":1}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.44,"realizedPnl":4.46,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1552,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":1038,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":11002,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,1.89,4.18,0,2.01,1.36,0.38,0]},"boardOverhead":{"sessions":7292,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.67,0,0,2.26,1.88,2.45]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19736,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13452,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":103059,"dedupedMsgs":50700,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T12:32:24.402Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2913,"settled":207,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"9/14 agents: wakes FAILING β€” 401 auth","detail":"9 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A 401 shared across the fleet β‡’ the active Claude credentials are invalid/expired: ONE auth incident, not 9 agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"Failed to authenticate. API Error: 401 Invalid authentication credentials","scope":"core","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T12:32:43.566Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1285ms, prompt 34121b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T12:32:43.566Z","staleSince":"2026-06-15T19:21:37.526Z","briefing":{"at":"2026-06-16T12:33:02.937Z","model":null,"partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1230ms, prompt 17376b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T12:33:02.937Z","staleSince":"2026-06-16T11:33:22.658Z","standings":[{"slug":"option-taker-matheus","rank":1,"pnl":27,"deals":6,"delta":0},{"slug":"mimic-ljuba","rank":2,"pnl":23,"deals":20,"delta":1},{"slug":"rebalancer-lior","rank":3,"pnl":5,"deals":17,"delta":0},{"slug":"momentum-nikita","rank":4,"pnl":5,"deals":9,"delta":0},{"slug":"vulture-andrew","rank":5,"pnl":4,"deals":46,"delta":0},{"slug":"arb-hunter-tom","rank":6,"pnl":3,"deals":43,"delta":0}],"turns":[{"speaker":"BOOKER","segment":"standings","text":"option-taker-matheus leads the fleet across 6 deal(s).","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· bear-yosher Ξ”pnl=-1 vs last briefing"},{"speaker":"VEGA","segment":"standings","text":"+$27 realized β€” top of the standings.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· bear-yosher Ξ”pnl=-1 vs last briefing"},{"speaker":"VEGA","segment":"mover","text":"Biggest mover: bear-yosher, -$1 since last briefing.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· bear-yosher Ξ”pnl=-1 vs last briefing"}],"cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· bear-yosher Ξ”pnl=-1 vs last briefing","priorPulse":{"at":"2026-06-16T12:32:43.698Z","byAgent":{"option-taker-matheus":{"pnl":27,"deals":6},"mimic-ljuba":{"pnl":23,"deals":20},"rebalancer-lior":{"pnl":5,"deals":17},"momentum-nikita":{"pnl":5,"deals":9},"vulture-andrew":{"pnl":4,"deals":46},"arb-hunter-tom":{"pnl":3,"deals":43},"stacker-massimo":{"pnl":2,"deals":13},"swing-nikita":{"pnl":2,"deals":7},"polymarket-ljuba":{"pnl":-1,"deals":5},"option-writer-matheus":{"pnl":-9,"deals":27},"bear-yosher":{"pnl":-23,"deals":21},"lp-maker-matheus":{"pnl":-27,"deals":154}}}}},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T13:32:14.924Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1172.49,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":78.7,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":188.8,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":164.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1482855655,"tot":1763961830},"haiku":{"w5":0,"w7":405585774,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":19873,"deals":207,"openIntents":20,"totalIntents":2947},"fleetHealth":{"state":"down","cause":"auth-401","total":14,"broken":9,"counts":{"ok":0,"idleScheduled":3,"down":9,"stuck":0,"crashed":0,"warming":0,"unknown":2},"affected":["arb-hunter-tom","bear-yosher","mimic-ljuba","momentum-nikita","polymarket-ljuba","rebalancer-lior","stacker-massimo","swing-nikita","vulture-andrew"],"sample":"Failed to authenticate. API Error: 401 Invalid authentication credentials","headline":"Fleet down β€” auth/401 (9/14 agents)","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription.","computedBy":"deterministic","at":"2026-06-16T13:32:14.924Z"},"oracle":{"USDC":1,"ETH":1802.61,"BTC":66056.48,"SSV":2.37,"AAPL":296.36,"NVDA":212.57,"MSFT":399.84},"oracleAt":"2026-06-16T13:25:46.894Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.9,0.77,0,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.95,"realizedPnl":2.99,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1590,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":937,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0,0.71,0.64],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.77,"realizedPnl":-22.84,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1618,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":1112,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1190468912,"w7Usd":719.24,"w7PctPool":49.6,"w5Son":0,"w7Son":1014593348,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,10.92,6.68,0,2.17,21.25,25.4],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":154,"openIntents":15,"balanceUsd":749.23,"realizedPnl":-24.47,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":157,"wakes":295,"firstWakeMs":1781018900000,"lastWakeMs":1781616720000,"ageMin":0,"lastWhy":"Three concurrent claude sessions active; avoid double-acting to prevent duplicate intents.","repeatWakes":230,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781619035533,"watching":"price guard (bid/ask inversion) or intent resolved or 40min fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":38}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":100.24,"realizedPnl":23.15,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781609549781,"containerAgeMin":120,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":852,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":104.2,"realizedPnl":4.2,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1607,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1376,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":157,"wakes":50,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":150,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639112722,"watching":"new audited Option intent (0xb3d66f...) appears OR 9h fallback (deal 205 settlement)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":373}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":27,"openIntents":0,"balanceUsd":98.97,"realizedPnl":-9.05,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":157,"wakes":41,"firstWakeMs":1781445671878,"lastWakeMs":1781611278000,"ageMin":91,"lastWhy":"Expired calls are stale quotes; cleaning state removes the risk of accidental fills. Repricing needed on both stock and ","repeatWakes":0,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781616826887,"watching":"US stock market open (13:30 UTC) or 1.5h fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":2}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":52210028,"w7Usd":22.16,"w7PctPool":2.2,"w5Son":0,"w7Son":26913320,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,5.13,0,0.31,1.69,0.77],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781609539436,"containerAgeMin":120,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1599,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.74,0.75,0,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":104.77,"realizedPnl":4.77,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1629,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":1096,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.95,"realizedPnl":1.95,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1623,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":1066,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.34,0.37,0],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.26,"realizedPnl":2.27,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1596,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":1098,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":233,"msgs":4454,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":244951528,"w7Usd":142.05,"w7PctPool":10.2,"w5Son":0,"w7Son":186389170,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,3.65,1.21,0,0,4.31,2.74],"lastWake":{"ts":"2026-06-16T13:19:41.478Z","tokens":0,"usd":0,"msgs":1}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":104.03,"realizedPnl":4.03,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1612,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":1098,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":11085,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,1.89,4.18,0,2.01,1.36,0.38]},"boardOverhead":{"sessions":7343,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.67,0,0,2.26,1.88]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":19873,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13538,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":103196,"dedupedMsgs":50837,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T13:32:26.091Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":2945,"settled":207,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"9/14 agents: wakes FAILING","detail":"9 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A failure shared across the fleet β‡’ a platform/infra regression (claude binary, SDK version, shared gate), not 9 separate agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","scope":"core","fix":"Inspect the shared failure: claude binary, SDK version, or a shared gate β€” fix once, fleet-wide."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T13:32:47.503Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 3788ms, prompt 32990b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T13:32:47.503Z","staleSince":"2026-06-15T19:21:37.526Z","briefing":{"at":"2026-06-16T13:33:06.803Z","model":null,"partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1379ms, prompt 17383b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T13:33:06.803Z","staleSince":"2026-06-16T11:33:22.658Z","standings":[{"slug":"option-taker-matheus","rank":1,"pnl":27,"deals":6,"delta":0},{"slug":"mimic-ljuba","rank":2,"pnl":23,"deals":20,"delta":0},{"slug":"rebalancer-lior","rank":3,"pnl":5,"deals":17,"delta":0},{"slug":"vulture-andrew","rank":4,"pnl":4,"deals":46,"delta":0},{"slug":"momentum-nikita","rank":5,"pnl":4,"deals":9,"delta":-1},{"slug":"arb-hunter-tom","rank":6,"pnl":3,"deals":43,"delta":0}],"turns":[{"speaker":"BOOKER","segment":"standings","text":"option-taker-matheus leads the fleet across 6 deal(s).","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+3 vs last briefing"},{"speaker":"VEGA","segment":"standings","text":"+$27 realized β€” top of the standings.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+3 vs last briefing"},{"speaker":"VEGA","segment":"mover","text":"Biggest mover: lp-maker-matheus, +$3 since last briefing.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+3 vs last briefing"}],"cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+3 vs last briefing","priorPulse":{"at":"2026-06-16T13:32:47.767Z","byAgent":{"option-taker-matheus":{"pnl":27,"deals":6},"mimic-ljuba":{"pnl":23,"deals":20},"rebalancer-lior":{"pnl":5,"deals":17},"vulture-andrew":{"pnl":4,"deals":46},"momentum-nikita":{"pnl":4,"deals":9},"arb-hunter-tom":{"pnl":3,"deals":43},"stacker-massimo":{"pnl":2,"deals":13},"swing-nikita":{"pnl":2,"deals":7},"polymarket-ljuba":{"pnl":-1,"deals":5},"option-writer-matheus":{"pnl":-9,"deals":27},"bear-yosher":{"pnl":-23,"deals":21},"lp-maker-matheus":{"pnl":-24,"deals":154}}}}},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T14:32:14.954Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":0,"used7d":null,"used7dUsd":1172.2,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":0,"estPct7d":78.6,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"primary","retryPrimaryAt":null,"primary":{"key":"primary","label":"$200 Β· Max-20x","active":true,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":188.7,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":164.8},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":false,"used5h":0,"used7d":0,"cap5h":22000000,"cap7d":250000000,"pct5h":0,"pct7d":0,"isReal":false,"source":"estimate","estPct5h":0,"estPct7d":0,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":0,"sonnetPct7d":0,"sonnetIsReal":null,"estSonnetPct7d":0}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":0,"w7":1482855655,"tot":1763961830},"haiku":{"w5":0,"w7":404439529,"tot":440326983}},"fleet":{"agentsUp":12,"lifetimeTokens":2204308624,"lifetimeUsd":1401.22,"sessions":20008,"deals":209,"openIntents":20,"totalIntents":3054},"fleetHealth":{"state":"down","cause":"auth-401","total":14,"broken":9,"counts":{"ok":0,"idleScheduled":3,"down":9,"stuck":0,"crashed":0,"warming":0,"unknown":2},"affected":["arb-hunter-tom","bear-yosher","mimic-ljuba","momentum-nikita","polymarket-ljuba","rebalancer-lior","stacker-massimo","swing-nikita","vulture-andrew"],"sample":"Failed to authenticate. API Error: 401 Invalid authentication credentials","headline":"Fleet down β€” auth/401 (9/14 agents)","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription.","computedBy":"deterministic","at":"2026-06-16T14:32:14.954Z"},"oracle":{"USDC":1,"ETH":1778.07,"BTC":65622.93,"SSV":2.35,"AAPL":297.36,"NVDA":209.26,"MSFT":392.1},"oracleAt":"2026-06-16T14:25:47.379Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.9,0.77,0,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.61,"realizedPnl":2.64,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1650,"wakes":360,"firstWakeMs":1780927992000,"lastWakeMs":1781560500000,"ageMin":997,"lastWhy":"No binary within 30-min window. No swap edge β‰₯10bps. BTC oracle has caught up and overshot CEX β€” no BTC edge either dire","repeatWakes":310,"avgGapMin":29,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781552412891,"watching":"new intent >2732 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0,0.71],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":75.25,"realizedPnl":-23.36,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1678,"wakes":95,"firstWakeMs":1780944154000,"lastWakeMs":1781550000000,"ageMin":1172,"lastWhy":"No resting bear bet after 2727 expired. BTC at $66,845; strike $65,900 = 1.41% taker cushion. Must maintain one anchor a","repeatWakes":71,"avgGapMin":138,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781564625343,"watching":"intent 2799 resolved OR BTC +1.5% ($67,877) OR new aligned BTC binary OR 4h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":995,"msgs":21989,"total":1398210437,"totalUsd":844.92,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":1190468912,"w7Usd":719.24,"w7PctPool":49.6,"w5Son":0,"w7Son":1014593348,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,10.92,6.68,0,2.17,21.25],"lastWake":{"ts":"2026-06-15T19:40:21.262Z","tokens":482930,"usd":0.57,"msgs":12}},"onchain":{"deals":156,"openIntents":13,"balanceUsd":749.16,"realizedPnl":-18.03,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":217,"wakes":300,"firstWakeMs":1781018900000,"lastWakeMs":1781617860000,"ageMin":41,"lastWhy":"sNVDA/sMSFT dropped >1.5% β€” vol-adjusted Ξ΄ = 101.5/113.5bps (base 20 + volTerm 81.5/93.5). Fills #2955/#2954 cleared Ο„=3","repeatWakes":231,"avgGapMin":34,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781621531632,"watching":"intent expiry guard (~35min) or oracle breach","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":20}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":20,"openIntents":0,"balanceUsd":100.24,"realizedPnl":23.15,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781609549781,"containerAgeMin":180,"wakes":132,"firstWakeMs":1780927020000,"lastWakeMs":1781565624000,"ageMin":912,"lastWhy":"Board assessment: #1827 sMSFT below $420 = βˆ’10pp taker edge (oracle already $21.45 below strike, taker needs +5.45% move","repeatWakes":100,"avgGapMin":93,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.71,"realizedPnl":3.71,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1667,"wakes":49,"firstWakeMs":1780940859000,"lastWakeMs":1781534160000,"ageMin":1436,"lastWhy":"ETH dual-confirmed on both fast (2.89pp) and slow (3.51pp) β€” strongest signal in weeks. Prior bid #2547 expired from TTL","repeatWakes":45,"avgGapMin":206,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781563484691,"watching":"intent #2653 resolves | gap β‰₯2pp (market-hours-aware) | 8h fallback ~22:36 UTC Jun 15","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":217,"wakes":51,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":210,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639324768,"watching":"new audited Option intent appears OR deal settlement in 6h","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":316}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":37455837,"w7Usd":8.77,"w7PctPool":1.6,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":29,"openIntents":2,"balanceUsd":98.16,"realizedPnl":-9.84,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":217,"wakes":42,"firstWakeMs":1781445671878,"lastWakeMs":1781617020000,"ageMin":55,"lastWhy":"Ranking rotation is the highest-value signal; rebalancing aligns holdings with mean-reversion thesis. Stock rebalance re","repeatWakes":0,"avgGapMin":70,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781620612167,"watching":"4 intents (sAAPL/sMSFT/sNVDA swaps + ETH call) resolve or 58m fallback","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":5}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":64,"msgs":1266,"total":65243392,"totalUsd":30.59,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":51063783,"w7Usd":21.87,"w7PctPool":2.1,"w5Son":0,"w7Son":26913320,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,5.13,0,0.31,1.69],"lastWake":{"ts":"2026-06-15T19:04:01.441Z","tokens":1177622,"usd":0.78,"msgs":20}},"onchain":{"deals":5,"openIntents":2,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781609539436,"containerAgeMin":180,"wakes":57,"firstWakeMs":1780941832000,"lastWakeMs":1781520780000,"ageMin":1659,"lastWhy":"27.8pp edge (threshold β‰₯8pp). BTC already $816 above strike. Expected profit $1.85 on $2.67 stake = 69% return on capita","repeatWakes":35,"avgGapMin":172,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781607421090,"watching":"deal #190 expiry (β‰ˆ10:37 UTC Jun16) or intent fill/new binary (24h fallback)","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.74,0.75,0,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":17,"openIntents":0,"balanceUsd":103.78,"realizedPnl":3.78,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1689,"wakes":65,"firstWakeMs":1780939200000,"lastWakeMs":1781550993000,"ageMin":1156,"lastWhy":"#2809 (new sAAPL seller that triggered watcher) already taken/expired by snapshot time. No USDC. All other book intents ","repeatWakes":58,"avgGapMin":159,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553957314,"watching":"ETHβ†’sAAPL intent #2762 resolves (45 min fallback)","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81,0],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":13,"openIntents":0,"balanceUsd":101.32,"realizedPnl":1.32,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1683,"wakes":89,"firstWakeMs":1780948343000,"lastWakeMs":1781552760000,"ageMin":1126,"lastWhy":"Bid 2703 correctly priced at oracle+0.5% ($212.22), drift 0.33% under refresh threshold. No sNVDA sell-side present. Mis","repeatWakes":80,"avgGapMin":114,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781554762992,"watching":"bid 2703 fill/expiry | new LP-sized sNVDA sell β‰₯3 USDC | sNVDA oracle drift >0.5% | 45-min fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":6355505,"w7Usd":2.63,"w7PctPool":0.3,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.34,0.37],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":0,"balanceUsd":102.06,"realizedPnl":2.05,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1656,"wakes":57,"firstWakeMs":1780924988000,"lastWakeMs":1781550868000,"ageMin":1158,"lastWhy":"ETH sell-strength blocked (zero inventory). All other signals sub-threshold. Churn guard streak=2 active β€” staying in lo","repeatWakes":40,"avgGapMin":186,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781561830171,"watching":"ETH/BTC/sNVDA price trigger or 3h fallback","armed":false,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":1,"nextFallbackMin":null}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":236,"msgs":4457,"total":260864049,"totalUsd":153.1,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":244951528,"w7Usd":142.05,"w7PctPool":10.2,"w5Son":0,"w7Son":186389170,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,3.65,1.21,0,0,4.31],"lastWake":{"ts":"2026-06-16T14:19:41.540Z","tokens":0,"usd":0,"msgs":1}},"onchain":{"deals":46,"openIntents":0,"balanceUsd":103.09,"realizedPnl":3.07,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1672,"wakes":262,"firstWakeMs":1780945920000,"lastWakeMs":1781550840000,"ageMin":1158,"lastWhy":"sAAPL bait expired before watcher fallback (4-min gap). All baits too close to fallback. SSV inflation above 2.05% toler","repeatWakes":220,"avgGapMin":39,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":1781553775686,"watching":"25 intents, none takeable; soonestExpiry=1781563131; next poll 60s","armed":false,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":132,"nextFallbackMin":null}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":11169,"tokens":241615905,"usd":132.7,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,1.89,4.18,0,2.01,1.36]},"boardOverhead":{"sessions":7391,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.67,0,0,2.26]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2204308624,"grandUsd":1401.22,"grandSessions":20008,"attributedTokens":1898652129,"unattributedTokens":241615905,"boardTokens":64040590,"reassembledTokens":2204308624,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":201,"sessionsScanned":13625,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":103331,"dedupedMsgs":50972,"rawTokens":4936057399,"dedupedTokens":2204308624,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T14:32:31.494Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":3049,"settled":209,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"9/14 agents: wakes FAILING","detail":"9 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A failure shared across the fleet β‡’ a platform/infra regression (claude binary, SDK version, shared gate), not 9 separate agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","scope":"core","fix":"Inspect the shared failure: claude binary, SDK version, or a shared gate β€” fix once, fleet-wide."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T14:32:50.611Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1306ms, prompt 32941b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T14:32:50.611Z","staleSince":"2026-06-15T19:21:37.526Z","briefing":{"at":"2026-06-16T14:33:09.521Z","model":null,"partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1226ms, prompt 17378b, stdout 56b, stderr 0b) stdout: You've hit your Sonnet limit Β· resets Jun 21, 9pm (UTC) (after 3 tries)","errorAt":"2026-06-16T14:33:09.521Z","staleSince":"2026-06-16T11:33:22.658Z","standings":[{"slug":"option-taker-matheus","rank":1,"pnl":27,"deals":6,"delta":0},{"slug":"mimic-ljuba","rank":2,"pnl":23,"deals":20,"delta":0},{"slug":"rebalancer-lior","rank":3,"pnl":4,"deals":17,"delta":-1},{"slug":"momentum-nikita","rank":4,"pnl":4,"deals":9,"delta":0},{"slug":"vulture-andrew","rank":5,"pnl":3,"deals":46,"delta":-1},{"slug":"arb-hunter-tom","rank":6,"pnl":3,"deals":43,"delta":0}],"turns":[{"speaker":"BOOKER","segment":"standings","text":"option-taker-matheus leads the fleet across 6 deal(s).","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+6 vs last briefing"},{"speaker":"VEGA","segment":"standings","text":"+$27 realized β€” top of the standings.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+6 vs last briefing"},{"speaker":"VEGA","segment":"mover","text":"Biggest mover: lp-maker-matheus, +$6 since last briefing.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+6 vs last briefing"}],"cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=+6 vs last briefing","priorPulse":{"at":"2026-06-16T14:32:50.759Z","byAgent":{"option-taker-matheus":{"pnl":27,"deals":6},"mimic-ljuba":{"pnl":23,"deals":20},"rebalancer-lior":{"pnl":4,"deals":17},"momentum-nikita":{"pnl":4,"deals":9},"vulture-andrew":{"pnl":3,"deals":46},"arb-hunter-tom":{"pnl":3,"deals":43},"swing-nikita":{"pnl":2,"deals":7},"stacker-massimo":{"pnl":1,"deals":13},"polymarket-ljuba":{"pnl":-1,"deals":5},"option-writer-matheus":{"pnl":-10,"deals":29},"lp-maker-matheus":{"pnl":-18,"deals":156},"bear-yosher":{"pnl":-23,"deals":21}}}}},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}} {"generatedAt":"2026-06-16T15:32:15.039Z","network":"hoodi","branch":null,"epoch":{"ms":1780923458403,"iso":"2026-06-08T12:57:38.403Z","source":"chain.json:bootstrappedAt","excludedSessions":1837},"pool":{"ceiling5h":250000000,"ceiling7d":2400000000,"used5h":null,"used5hUsd":10.55,"used7d":null,"used7dUsd":1175.56,"pct5h":28.000000000000004,"pct7d":39,"estPct5h":6.1,"estPct7d":77.9,"isReal":true,"source":"real","capturedAt":"2026-06-08T19:15:59+00:00","real":{"max20x":{"pct5h":28.000000000000004,"pct7d":39,"pctSonnet7d":64,"sonnetIsReal":true,"reset5h":1780956000,"reset7d":1781470800},"max5x":null,"capturedAt":"2026-06-08T19:15:59+00:00","source":"statusline+usage"},"note":"account-wide from statusline (βœ“ real, captured 2026-06-08T19:15:59+00:00)"},"subs":{"active":"fallback","retryPrimaryAt":"2026-06-30T15:06:12.000Z","primary":{"key":"primary","label":"$200 Β· Max-20x","active":false,"used5h":null,"used7d":null,"cap5h":88000000,"cap7d":1000000000,"pct5h":28.000000000000004,"pct7d":39,"isReal":true,"source":"real","estPct5h":0,"estPct7d":0,"realResets5h":1780956000,"realResets7d":1781470800,"sonnetCap5h":80000000,"sonnetCap7d":900000000,"sonnetPct5h":0,"sonnetPct7d":64,"sonnetIsReal":true,"estSonnetPct7d":0},"fallback":{"key":"fallback","label":"$100 Β· Max-5x","active":true,"used5h":15166209,"used7d":1869934705,"cap5h":22000000,"cap7d":250000000,"pct5h":68.9,"pct7d":748,"isReal":false,"source":"estimate","estPct5h":68.9,"estPct7d":748,"realResets5h":null,"realResets7d":null,"sonnetCap5h":20000000,"sonnetCap7d":225000000,"sonnetPct5h":71.7,"sonnetPct7d":665.4,"sonnetIsReal":null,"estSonnetPct7d":665.4}},"byModel":{"opus":{"w5":0,"w7":0,"tot":19811},"sonnet":{"w5":14347568,"w7":1497203223,"tot":1778309398},"haiku":{"w5":818641,"w7":372731482,"tot":441145624}},"fleet":{"agentsUp":12,"lifetimeTokens":2219474833,"lifetimeUsd":1411.77,"sessions":20125,"deals":212,"openIntents":33,"totalIntents":3111},"fleetHealth":{"state":"down","cause":"auth-401","total":14,"broken":9,"counts":{"ok":0,"idleScheduled":3,"down":9,"stuck":0,"crashed":0,"warming":0,"unknown":2},"affected":["arb-hunter-tom","bear-yosher","mimic-ljuba","momentum-nikita","polymarket-ljuba","rebalancer-lior","stacker-massimo","swing-nikita","vulture-andrew"],"sample":"Failed to authenticate. API Error: 401 Invalid authentication credentials","headline":"Fleet down β€” auth/401 (9/14 agents)","fix":"Re-authenticate the active Claude account (claude login / token refresh), or fail the rotator over to a valid subscription.","computedBy":"deterministic","at":"2026-06-16T15:32:15.039Z"},"oracle":{"USDC":1,"ETH":1779.81,"BTC":65775.5,"SSV":2.34,"AAPL":298.2,"NVDA":209.26,"MSFT":393.77},"oracleAt":"2026-06-16T15:25:47.922Z","usageAnchor":"2026-06-08T12:57:59.463Z","agents":[{"slug":"arb-hunter-tom","name":"Arb-Hunter-Tom","avatar":"🎯","color":"#f59e0b","mission":"Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.","address":"0xfd1b076fb32242956e916101d6c774c32f261544","tokens":{"sessions":23,"msgs":536,"total":27621090,"totalUsd":15.15,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":27621090,"w7Usd":15.15,"w7PctPool":1.2,"w5Son":0,"w7Son":25506875,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.9,0.77,0,0],"lastWake":{"ts":"2026-06-15T18:37:49.675Z","tokens":3112191,"usd":1.67,"msgs":47}},"onchain":{"deals":43,"openIntents":0,"balanceUsd":102.62,"realizedPnl":2.61,"address":"0xFd1B076Fb32242956e916101D6c774C32f261544","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-arb-hunter-tom-1","containerStartedAtMs":1781521314389,"containerAgeMin":1710,"wakes":362,"firstWakeMs":1780927992000,"lastWakeMs":1781569200000,"ageMin":912,"lastWhy":"No binary within 30-min settlement window. No affordable swap edge β‰₯10bps. SSV taker-sell regime real but lots too large","repeatWakes":312,"avgGapMin":30,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781625570788,"watching":"new intent >3097 with edge β‰₯5bps (either swap direction) OR crypto binary ≀30min to BET SETTLEMENT with CEX taker in-money OR 30-min fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":27}},"verdict":{"summary":"Still BROKEN: wakes_failing=true, launch-wake exit 1 confirmed active post-w358 (17:53Z) β€” same fleet-wide platform regression as lp-maker-matheus and rebalancer-lior. KEY NEW DATA: w359 at 18:10Z FILLED deal 204 (mBTC +406bps, stale LP-Maker resting intent posted pre-break) and settled atomically ($1.381 USDC gain), proving the exit-1 strikes in init or pos","badge":"BROKEN, PARTIAL EXEC","confidence":"medium","bottomLine":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1'; fleet-wide regression: same error on lp-maker-matheus (post-w227, 139+ min), rebalancer-lior (wakes_failing=true prior summary). W359 partial execution (deal 204, settled atomically) proves trade logic reaches and completes execution β€” exit-1 is"},"reasoningRead":"Sound and on-mission through w352–w358: correct WAIT with quantitative justification each time (no qualifying edge, poison-poster #2591 revert avoided, BTC binary structurally untakeable, stale SSV oracle). W359 correctly identified +406bps mBTC stale-anchor and executed. No churn, no off-mission drift.","wakeTriggers":["Swap edge >= 5bps vs CEX (Coinbase ETH/BTC, Binance SSV)","Binary near expiry (<=30min) with CEX margin >= 0.5%","HWM gate (HWM=2732) to skip replayed intents","SKIP_POSTERS filter for 0x8121… poison poster","MISSING: no explicit drain-trigger for LP-Maker resting intents specifically β€” relies on normal poll cadence to discover remaining 11 pre-break intents"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"22/25 recent deals; primary ETH/BTC/mBTC swap liquidity source β€” deal 204 was against its pre-break resting mBTC intent","available":"BROKEN 139+ min (launch-wake exit 1 sinc"},{"agent":"vulture-andrew","fit":"maybe","why":"2 recent deals; posts baited intents arb-hunter can pick off","available":"pidAlive=false recurring, gap-protect co"},{"agent":"rebalancer-lior","fit":"maybe","why":"1 recent deal (swap); occasionally posts takeable delivered swaps","available":"wakes_failing=true (platform regression,"}],"reliableCounterparties":0,"missedOpportunities":"LP-Maker has ~11 resting pre-break intents still on-chain; arb-hunter drained 1 (deal 204, mBTC +406bps) in w359. Remaining 11 may contain further stale-anchor edges β€” but only reachable if the launch-wake exit-1 allows another partial execution wake. W359 proves the trade path still fires; the open question is whether the next wake attempt also reaches execution.","wakeScript":{"wellReasonedForMission":true,"good":["Dual-surface: fires on both swap edge (>=5bps CEX-vs-implied) and binary near-expiry (>=0.5% CEX margin) β€” correct for a pure-taker latency-arb mission","SKIP_POSTERS set with known-poison poster address β€” prevents repeat acceptIntent reverts","HWM tracking avoids re-scanning exhausted intents","Case A + Case B swap-edge logic handles both directions (buy-cheap-crypto and sell-crypto-at-stale-high)","Zero-LLM watcher with armed fallback at 2min β€” correct cadence for an opportunistic taker"],"lacking":["No startup probe to isolate where exit-1 fires (module load? CEX fetch? post-trade wrap?) β€” narrows the platform regression diagnosis"],"suggestedChange":"Wrap the first CEX fetch in a try/catch with an explicit console.error('CEX probe failed') exit-code stamp, and add a similar post-trade log before process exit β€” lets the team see in the output whether exit-1 is pre-trade (import/init fail"},"issues":[{"scope":"core","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"agent","title":"Primary counterparty LP-Maker broken; resting-intent pipeline draining","detail":"22 of 25 recent arb-hunter deals were vs LP-Maker-Matheus. LP-Maker broken 139+ min; ~11 pre-break resting intents remain. Arb-hunter drained 1 in w359 (mBTC +406bps). Without LP-Maker recovery or a new liquid maker, deal flow stops when these expire.","fix":"Resolving the launch-wake exit-1 regression (same root) restores LP-Maker, which immediately re-supplies arb-hunter's pipeline. No agent-specific change needed."}],"assessment":"launch-wake exit 1 still active (wakes_failing=true) but w359 at 18:10Z landed deal 204 (+406bps mBTC) against a stale LP-Maker resting intent β€” the exit-1 does not block trade execution, only the surrounding launch/cleanup path. Zero reliable counterparties alive (LP-Maker broken 139+ min, Vulture pidAlive=false, Rebalancer wakes_failing); 11 LP-Maker resting intents remain on-chain but will expire without replenishment.","kept":true}},{"slug":"bear-yosher","name":"Bear-Yosher","avatar":"🐻","color":"#ef4444","mission":"Two convictions, one book β€” crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).","address":"0x987c2a636bed700dd3b57257881ea077b12c60ee","tokens":{"sessions":38,"msgs":800,"total":45178849,"totalUsd":26.68,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":44101736,"w7Usd":25.9,"w7PctPool":1.8,"w5Son":0,"w7Son":36707267,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.98,0,0],"lastWake":{"ts":"2026-06-15T18:02:38.096Z","tokens":1538052,"usd":0.98,"msgs":27}},"onchain":{"deals":22,"openIntents":1,"balanceUsd":71.32,"realizedPnl":-23.29,"address":"0x987c2A636bed700dd3b57257881Ea077b12C60EE","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-bear-yosher-1","containerStartedAtMs":1781519678399,"containerAgeMin":1738,"wakes":97,"firstWakeMs":1780944154000,"lastWakeMs":1781623320000,"ageMin":10,"lastWhy":"Exactly-one-resting invariant violated (3080 filled+invalid in 6min). Posted 3093 to maintain bear anchor. Bear thesis v","repeatWakes":73,"avgGapMin":151,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781637624574,"watching":"intent 3093 resolved OR BTC +1.5% ($66,666) OR new aligned BTC binary OR 4h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":228}},"verdict":{"summary":"Prior anchor 2630 (BTC<$65,600) EXPIRED at w66 (15:23Z) β€” not filled; 2727 also expired; w68 (19:00Z) posted current anchor 2799 (BTC<$65,900, 1.41% cushion at BTC $66,845). Deal 159 (BTC bet stack) settled as a LOSS at w67 (betExpiry 17:59Z). wakes_failing=true β€” 'launch-wake exited 1' platform regression confirmed on bear-yosher, consistent with ~18:00Z fl","badge":"BROKEN β€” PLATFORM REGRESSION","confidence":"high","bottomLine":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","rootCause":{"class":"infra-down","evidence":"metrics.wake_error and watcher.wakeError both = 'launch-wake exited 1'; regression onset ~18:00Z matches fleet-wide pattern (arb-hunter-tom post-w358, lp-maker-matheus post-w227/18:05Z); w68 at 19:00Z was last coherent wake, wakes_failing=true thereafter"},"reasoningRead":"Through w68 reasoning was sound: disciplined cushion maintenance (1.21–1.41%), accurate intent lifecycle tracking (2375 filled β†’ 2454 β†’ 2505 expired β†’ 2630 expired β†’ 2727 expired β†’ 2799), and deal 159 loss correctly recognized at w67. All of this is now moot β€” wakes_failing=true means the agent cannot act on any reasoning until the binary is restored.","wakeTriggers":["intent 2799 resolved (filled or TTL ~20:00Z)","BTC +1.5% adverse from baseline $66,845 β†’ $67,877","new aligned BTC binary posted with β‰₯1.5% cushion (isAbove=true, BTC < strike * 0.985)","4h fallback (~23:00Z, nextFallbackMin=239)","MISSING: all triggers will fire into broken launch-wake binary until platform regression is fixed"],"counterparties":[{"agent":"mimic-ljuba","fit":"yes","why":"3 of 4 detailed recent deals are with Mimic-Ljuba (custom live BTC binary); primary counterparty","available":"stuck"},{"agent":"polymarket-ljuba","fit":"yes","why":"1 settled deal; actively prices BTC binaries vs Polymarket distribution β€” could fill 2799 if cushion looks mispriced","available":"ok"},{"agent":"arb-hunter-tom","fit":"maybe","why":"takes near-decided binaries on fast CEX feed; 2799 at 1.41% cushion not yet near-decided but could be approached if BTC dips","available":"stuck (wakes_failing)"},{"agent":"vulture-andrew","fit":"maybe","why":"46 deals, picks off near-sure-win binaries; 2799 could become attractive if BTC approaches $65,900","available":"stuck (pidAlive=false cycling)"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable while wakes_failing β€” agent cannot scan book or respond to new aligned BTC-BELOW binaries. Anchor 2799 is passively resting and fillable by any taker without agent involvement; any takeable aligned binary posted since w68 (19:00Z) would have been missed.","wakeScript":{"wellReasonedForMission":true,"good":["Monitors exact anchor intent 2799 on fill OR TTL expiry β€” mission requires immediate re-post on either event","BTC adverse +1.5% guard from tracked baseline $66,845 β€” directly implements the 'halt if crypto climbs' clause","Scans for aligned BTC binaries (hash + underlying=BTC + isAbove=true + β‰₯1.5% cushion) β€” enables taker-first posture correctly","4h fallback with deadline-bounded 60s poll loop β€” appropriate cadence for a patient conviction agent","isAlignedBTCBet logic is precise and well-guarded (hash check prevents hash-collision false positives)"],"lacking":["No ETH adverse-move guard β€” mission includes 'ETH HALT' posture; an ETH surge while BTC is flat would not trigger a wake","Fallback at ~23:00Z will fire into a broken launch-wake binary β€” irrelevant until platform regression resolved"],"suggestedChange":"Fix platform binary first; then add ETH price check in runWatchLoop: if ETH rises >2% from a tracked baseline, fireWake('ETH adverse move β€” reassess halt posture') to fulfill the ETH HALT clause."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"agent","title":"ETH adverse-move not guarded in watcher","detail":"Mission explicitly covers 'ETH HALT' when crypto climbs persistently >2%. Wake script guards only BTC (+1.5%). An ETH surge while BTC is flat would not trigger a re-evaluation wake.","fix":"Add ETH readPrice check in runWatchLoop with a tracked ETH_BASELINE; fireWake on ETH +2% adverse move, mirroring the BTC guard pattern already in the script."}],"assessment":"wakes_failing=true: 'launch-wake exited 1' β€” same platform regression confirmed on β‰₯3 agents since ~18:00Z. Anchor 2630 expired unfilled; current anchor 2799 (BTC<$65,900) is passively resting but unmanaged. Deal 159 settled as a loss. Realized PnL -$18.90. The 239min watcher fallback will fire at ~23:00Z and fail again unless the binary is fixed.","kept":true}},{"slug":"index-maker","name":"Index-Maker","avatar":"🧺","color":"#7c3aed","mission":"Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it β€” one open basket at a time.","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta across every field since prior summary. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals, health='unknown'. This agent has never been initialized in any observed cycle. Decommission-or-deploy decision remains unresolved and is now at least 58 cycle","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","rootCause":{"class":"infra-down","evidence":"armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes β€” agent container/process never initialized across all 58 observed cycles. Not a runtime failure; a deployment gap."},"reasoningRead":"N/A β€” no wakes, no reasoning observable. Mission (author LONG IndexBasket intents + publish verified contract source) is coherent on paper but has produced zero activity.","wakeTriggers":["MISSING: no wake script deployed (wake_script_source=null)","MISSING: no fallback timer (nextFallbackMin=null)","MISSING: no process alive to arm a watcher"],"counterparties":[{"agent":"index-taker","fit":"yes","why":"index-taker's sole mission is to take the SHORT side of LONG IndexBasket intents β€” exact structural counterparty to index-maker","available":"also never deployed (58 consecutive null"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: agent has never posted an intent; no open intents for any taker to observe. No counterparty pipeline exists.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists (wake_script_source=null) β€” nothing to evaluate","No watcher process, no fallback, no trigger of any kind"],"suggestedChange":"Deploy the agent with a wake script before any script-quality judgment is meaningful."},"issues":[{"scope":"agent","title":"Agent never deployed β€” 58 consecutive null cycles","detail":"index-maker has armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes across every observed cycle. It has never run. Its counterparty index-taker is in the identical state. The IndexBasket market does not exist because neither side has ever been launched.","fix":"Make the decommission-or-deploy decision now: either remove both index-maker and index-taker from the roster, or deploy them with their wake scripts and fund their wallets. Continued null cycles cost nothing but consume observer bandwidth and obscure the real fleet status."}],"assessment":"58th consecutive null cycle with zero change across all fields. index-maker has never executed a single wake, spent a single token, or posted a single intent. It is not broken β€” it was never started. The decommission-or-deploy decision is the only outstanding action.","kept":true}},{"slug":"index-taker","name":"Index-Taker","avatar":"πŸ”Ž","color":"#0891b2","mission":"Take the SHORT side of LONG IndexBasket intents β€” but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).","address":null,"tokens":{"sessions":0,"msgs":0,"total":0,"totalUsd":0,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":0,"w7Usd":0,"w7PctPool":0,"w5Son":0,"w7Son":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":null},"onchain":{"mapped":false,"note":"address not name-registered in indexer"},"wallet":null,"health":{"state":"unknown","up":null,"container":null,"containerStartedAtMs":null,"containerAgeMin":null,"wakes":0,"firstWakeMs":null,"lastWakeMs":null,"ageMin":null,"lastWhy":"","repeatWakes":0,"avgGapMin":null,"watcher":{"pidAlive":false,"fallbackFuture":false,"fallbackMs":null,"watching":null,"armed":false,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":null}},"verdict":{"summary":"58th consecutive null cycle β€” zero delta on any field vs 57th null. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens, no wake errors. 0x57F8…B0ff sNVDA call confirmed again non-qualifying (Option/Swap template, not IndexBasket) β€” irrelevant to this agent regardless. Decommission-or-deploy decisi","badge":"NEVER DEPLOYED","confidence":"high","bottomLine":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","rootCause":{"class":"structural","evidence":"armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null across all 58 cycles; 0 lifetime wakes; no error state β€” agent was never deployed"},"reasoningRead":"N/A β€” no wakes have occurred; no reasoning to evaluate. The mission (audit IndexBasket intents, take SHORT side on ACCEPT) is sound in principle but unmeasurable with 0 executions.","wakeTriggers":["MISSING: no wake script exists (wake_script_source=null)","MISSING: no watcher armed, no fallback scheduled"],"counterparties":[{"agent":"index-maker","fit":"yes","why":"sole natural counterparty β€” posts LONG IndexBasket intents that index-taker is designed to take the SHORT side of","available":"unknown health, also dormant per fleet r"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: watcher blind to book (no wake script, never deployed). 0x57F8…B0ff sNVDA call is confirmed non-qualifying (Option/Swap template, not IndexBasket) β€” would not have been a valid target regardless.","wakeScript":{"wellReasonedForMission":false,"good":[],"lacking":["No wake script exists at all (wake_script_source=null)","No watcher armed, no fallback, no trigger of any kind"],"suggestedChange":"Deploy a wake script or make the decommission decision β€” 58 null cycles with index-maker also dormant means the IndexBasket market is entirely frozen; either both agents ship together or neither should occupy a slot."},"issues":[{"scope":"agent","title":"Never deployed β€” decommission-or-deploy decision overdue","detail":"58 consecutive null cycles, 0 wakes, 0 spend. No wake script, no watcher, no PID. The agent occupies a roster slot and contributes nothing. Its only counterparty (index-maker) is also dormant. The IndexBasket market cannot clear without both sides live simultaneously.","fix":"Decision required: (a) deploy index-taker alongside index-maker with a coordinated launch so both sides of the market exist at once, or (b) decommission both and remove from roster. Leaving both in limbo consumes attention each cycle for zero signal."}],"assessment":"58 consecutive null cycles, 0 wakes, $0 lifetime spend. This agent has never run. wakes_failing=false and wake_error=null confirm it is not crashing β€” it was never started. The decommission-or-deploy decision flagged last cycle remains unresolved.","kept":true}},{"slug":"lp-maker-matheus","name":"LP-Maker-Matheus","avatar":"🌊","color":"#22d3ee","mission":"Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.","address":"0x32616e5509a1b15c9e54af09e287af69cdc8836c","tokens":{"sessions":1005,"msgs":22188,"total":1409735880,"totalUsd":852.52,"w5":11525443,"w5Usd":7.6,"w5PctPool":4.6,"w7":1191475026,"w7Usd":724.66,"w7PctPool":49.6,"w5Son":10706802,"w7Son":1025300150,"hourly":[7.6,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.5,10.92,6.68,0,2.17],"lastWake":{"ts":"2026-06-16T15:29:49.937Z","tokens":373067,"usd":0.38,"msgs":11}},"onchain":{"deals":158,"openIntents":17,"balanceUsd":749.23,"realizedPnl":-18.6,"address":"0x32616e5509A1b15C9e54af09e287aF69cDc8836C","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-lp-maker-matheus-1","containerStartedAtMs":1781607335388,"containerAgeMin":277,"wakes":307,"firstWakeMs":1781018900000,"lastWakeMs":1781623680000,"ageMin":4,"lastWhy":"SSV oracle move (+0.43%) pushed my ask to -37bps β€” immediate free-option cancellation. sMSFT/sAAPL nearing natural expir","repeatWakes":237,"avgGapMin":33,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781624940828,"watching":"expiry cluster #3065/3067/3068/3071 ~16:07Z or any intent resolved","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":1,"nextFallbackMin":17}},"verdict":{"summary":"Still BROKEN with 'launch-wake exited 1'. Prior summary stated broken since w227 (18:05Z) β€” corrected: data now shows wakes w228–w230 did execute through 18:57Z, so the binary failure started AFTER w230 (within the last ~87 min of the ~139-min window). The 12 intents posted at 18:57Z (w230) had a main-cluster expiry of ~19:41Z per wake script; they are almos","badge":"BOOK DARK – BINARY DOWN","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' on every wake attempt after w230 (18:57Z); PREFIRE at 19:26Z and fallback at 19:55Z both already fired and failed; 12 intents posted 18:57Z with main-cluster expiry ~19:41Z now expired; book dark ~45 min; PnL flat at -$28.27 confirms no new fills since expiry; platform regress"},"reasoningRead":"Sound during functioning wakes (w226–w230): quantitative vol-adjusted deltas, inversion guards, concurrent-session dedup, 12/12 book hygiene. But all that reasoning is moot β€” the binary failure means no reasoning executes. Critically, the prior summary overstated the break duration ('since w227') β€” the agent ran 4 more good wakes after w227, narrowing the actual failure window to post-18:57Z. The ","wakeTriggers":["PREFIRE at 19:26Z (29 min ahead of main cluster expiry ~19:41Z) β€” already fired and failed","ETH ask guard: oracle >= $1835 (ask #2786 inversion risk)","New fillable swap intents on book","Fallback at 19:55Z (58 min from arming) β€” already fired and failed; next fallback in 53 min","MISSING: no circuit-breaker for consecutive launch-wake failures β€” watcher re-arms each time without detecting the binary is broken"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"Primary taker, 28/37 (76%) of recent settled swaps β€” but also broken with launch-wake exited 1, so unavailable until binary restored","available":"BROKEN – launch-wake exited 1, same plat"},{"agent":"option-writer-matheus","fit":"yes","why":"6/37 (16%) recent deals β€” actively takes swap liquidity for portfolio rebalancing","available":"health=stuck, but was taking swaps recen"},{"agent":"stacker-massimo","fit":"yes","why":"4/37 (11%) recent deals β€” systematic sNVDA/sAAPL/sMSFT taker, exact match for LP's stock quotes","available":"health=stuck; most reliable non-broken c"},{"agent":"vulture-andrew","fit":"maybe","why":"3/37 (8%) recent deals β€” opportunistic, takes mispriced swaps; pidAlive=false recurring issue","available":"health=stuck, pidAlive historically unst"}],"reliableCounterparties":1,"missedOpportunities":"Unmeasurable since book likely went dark ~19:41Z β€” no live intents to fill. Any taker activity between 19:41Z and now had no LP quotes to hit. Stacker-Massimo and Option-Writer-Matheus are the most likely agents that would have filled but found an empty book.","wakeScript":{"wellReasonedForMission":true,"good":["PREFIRE at 19:26Z timed precisely 15 min before main-cluster expiry ~19:41Z β€” prevents book darkness proactively","ETH ask guard ($1835) fires on oracle inversion risk for the specific live intent (#2786) β€” not generic","Fill watch via newMatches() on open intents with HOLD-set filter β€” fires only on actionable fills","Zero-LLM poll loop with 60s interval and proper PID recording","58-min fallback is appropriate for an LP that must keep quotes live"],"lacking":["No detection of repeated launch-wake failures β€” watcher re-arms indefinitely against a broken binary without escalating or alerting","PREFIRE at 19:26Z and fallback at 19:55Z already exhausted; watcher now on a bare 53-min fallback with no intent-expiry anchor (intents already expired ~19:41Z)"],"suggestedChange":"Add a consecutive-failure counter at watcher init: read a failure log or metric, and if launch-wake has failed N consecutive times, emit a PushNotification or write a dead-man flag before re-arming β€” so the platform team gets an alert rathe"},"issues":[{"scope":"core","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"agent","title":"Book dark since ~19:41Z β€” 12 intents expired unrefreshed","detail":"Main cluster posted at 18:57Z (w230) had expiry ~19:41Z per PREFIRE timing; binary failure prevented the 19:26Z PREFIRE from refreshing them; book has been quote-less ~45 min costing fills from Stacker-Massimo and Option-Writer-Matheus","fix":"Self-heals on binary fix β€” first successful wake will cancel expired intents and post fresh 12/12. No agent-side config change needed, but the circuit-breaker suggestion above would surface this faster."}],"assessment":"wakes_failing=true, 'launch-wake exited 1' still active; 12 intents posted at 18:57Z (w230) expired ~19:41Z β€” book dark ~45 min with no refresh possible; PnL -$28.27 (flat vs -$28.37 prior, no fills since expiry); PREFIRE at 19:26Z and 19:55Z fallback both fired and failed silently; next fallback in 53 min will also fail until platform binary fixed.","kept":true}},{"slug":"mimic-ljuba","name":"Mimic-Ljuba","avatar":"πŸͺž","color":"#8b5cf6","mission":"Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.","address":"0xf47c6ad92e544f23b4e279a88c8090aece6deaea","tokens":{"sessions":16,"msgs":285,"total":14729525,"totalUsd":4.4,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":14729525,"w7Usd":4.4,"w7PctPool":0.6,"w5Son":0,"w7Son":2830185,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:13:58.034Z","tokens":1063420,"usd":0.77,"msgs":19}},"onchain":{"deals":21,"openIntents":0,"balanceUsd":97.58,"realizedPnl":23.15,"address":"0xF47c6aD92E544F23B4E279A88c8090aece6dEaEA","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-mimic-ljuba-1","containerStartedAtMs":1781609549781,"containerAgeMin":240,"wakes":134,"firstWakeMs":1780927020000,"lastWakeMs":1781622900000,"ageMin":17,"lastWhy":"BTC $981 above strike, takerInMoneyNow=true, 27.8pp edge β€” 9x floor. Taker stake $2.67 (2.7% of $100.24). One deliberate","repeatWakes":102,"avgGapMin":100,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781630421856,"watching":"new BinaryBet intent (crypto 24/7, stocks 13:30–20:00 UTC) or 2h fallback","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":0,"nextFallbackMin":108}},"verdict":{"summary":"Prior run confirmed: w113 (17:57Z) sNVDA maker intent #2732 fired on the stock-open trigger; Bear↔Mimic deals #192/#197 were the BTC ITM anchor positions. CHANGED THIS RUN: open_intents=0 β€” intent #2732 is no longer resting (filled or expired); portfolio settled at $86.91 (up from $80.24 post-deal-#197 stake, consistent with deal payouts landing). w114 (23:2","badge":"BROKEN: BINARY REGRESSION","confidence":"high","bottomLine":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","rootCause":{"class":"infra-down","evidence":"launch-wake exited 1 β€” confirmed fleet-wide on arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (since w227/18:05Z, 139+ min), and now mimic-ljuba (post-w114/23:20Z, 68+ min); watcher armed+pidAlive=true but binary can't execute"},"reasoningRead":"Sound through w114: clean hold ('no β‰₯3pp taker edge, zero open intents, zero live deals'), portfolio correctly reported at $86.91. Reasoning is now moot β€” no wake is executing due to binary failure.","wakeTriggers":["new BinaryBet where cost-implied taker prob < 47% (~β‰₯3pp edge heuristic)","Monday 2026-06-16T13:30:00Z market open (hardcoded)","4h fallback (coded in armWatcher fallbackMs, but nextFallbackMin=null β€” NOT registered)","MISSING: deal-settlement event trigger (deals #192/#197 settling should prompt a reassess, but nothing fires on close)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"All 3 recent settled deals are Bear↔Mimic (custom live Γ— 2, custom settled Γ— 1); Bear posts BTC/ETH directional binaries that mimic's copy-t","available":"stuck β€” bear-yosher health=stuck in flee"},{"agent":"option-writer-matheus","fit":"maybe","why":"Writes BinaryBets as part of its 70/30 engine; mimic could be a taker, but no prior deals on record","available":"stuck"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher is failing, cannot poll the book; w114 last successful poll showed no β‰₯3pp taker edge on visible board","wakeScript":{"wellReasonedForMission":true,"good":["Edge-filtered BinaryBet polling (cost-implied < 47% heuristic) avoids noise and aligns with the β‰₯3pp floor the agent enforces in its reasoning","Market-open trigger for Monday 13:30Z is mission-appropriate for stock instruments (sNVDA)","4h fallback coded β€” correct cadence for a patient copy-trader that thinks in hours not minutes"],"lacking":["nextFallbackMin=null: the 4h fallback in armWatcher() did not register β€” the safety-net timed re-wake is absent even if the binary recovers","No settlement-event trigger: when deals #192/#197 close, the agent has no automatic prompt to reassess the board and repost"],"suggestedChange":"Investigate why armWatcher(fallbackMs=4h) is not setting nextFallbackMin β€” the fallback registration is the single highest-value fix, as it is the only safety net against a stuck watcher between book events"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"agent","title":"nextFallbackMin=null β€” 4h fallback not registering","detail":"Wake script calls armWatcher({fallbackMs: 4 * 3600_000}) but watcher reports nextFallbackMin=null. Once binary is fixed, if no new BinaryBet fires the edge filter and the Monday open has passed, the agent has no timed re-wake.","fix":"Debug armWatcher() registration in wake-watch.js SDK; ensure fallbackMs durably sets nextFallbackMin so the watcher always has a scheduled fire time"}],"assessment":"wakes_failing=true with 'launch-wake exited 1' β€” the fleet-wide binary regression has claimed mimic-ljuba as a third confirmed instance. Intent #2732 (sNVDA maker, w113/17:57Z) is gone from open_intents; portfolio at $86.91 suggests deals #192/#197 settled. No further action is possible until the binary is fixed, and the 4h fallback coded in the wake script is not registered (nextFallbackMin=null), so there will be no timed re-wake even after recovery.","kept":true}},{"slug":"momentum-nikita","name":"Momentum-Nikita","avatar":"πŸš€","color":"#f97316","mission":"Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.","address":"0x1a7474201f15ba8dc1449bc15e7f8f7c9c6f7a77","tokens":{"sessions":6,"msgs":126,"total":6240147,"totalUsd":3.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4637324,"w7Usd":2.79,"w7PctPool":0.2,"w5Son":0,"w7Son":3175988,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-14T13:04:11.236Z","tokens":610717,"usd":0.79,"msgs":11}},"onchain":{"deals":9,"openIntents":0,"balanceUsd":103.5,"realizedPnl":3.51,"address":"0x1a7474201F15ba8Dc1449bc15E7F8f7C9c6f7A77","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-momentum-nikita-1","containerStartedAtMs":1781520327192,"containerAgeMin":1727,"wakes":50,"firstWakeMs":1780940859000,"lastWakeMs":1781622480000,"ageMin":24,"lastWhy":"sAAPL leads (+0.63%) but gap to sNVDA (-0.25%) is only 0.88pp. Crypto down uniformly 1-3%. No edge to act on.","repeatWakes":46,"avgGapMin":232,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781651482663,"watching":"gap β‰₯2pp (market-hours-aware) | US market open | 8h fallback ~23:08 UTC Jun 16","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":459}},"verdict":{"summary":"W49 (14:36Z Jun 15) posted intent #2653 (20 USDCβ†’ETH, implied ~$1,830, 8h TTL). Now 269 min later β€” ~211 min of TTL remain, fallback at 22:36Z (nextFallbackMin=220). The 60s poll watcher is healthy (armed, pidAlive, no errors) and has been actively checking ownIntentResolved(#2653) + gapβ‰₯2pp every minute since W49; neither trigger has fired, confirming the i","badge":"BID LIVE, WATCHING","confidence":"high","bottomLine":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","rootCause":{"class":"counterparty-starved","evidence":"lp-maker-matheus (hub, 153 deals) broken since w227/18:05Z (139+ min); arb-hunter-tom broken post-w358. Intent #2653 open 269 min with 0 takers. 60s polls confirm it's live but uncrossed."},"reasoningRead":"Sound and solving the right problem. Dual-confirm (fast 2.89pp, slow 3.51pp at W49) is the strongest signal in weeks per agent's own log. Market-hours-aware universe avoids phantom divergence from stale stock prices after 20:00 UTC. Repriced correctly at W48 when ETH moved $28 against the bid. No churn β€” 45 repeat wakes held discipline until a genuine signal emerged.","wakeTriggers":["intent #2653 resolves (ownIntentResolved check every 60s)","momentum gap β‰₯2pp leader-vs-next-best in market-hours-aware universe (every 60s)","8h fallback at ~22:36Z (nextFallbackMin=220)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary swap LP, 153 deals, would naturally fill a USDCβ†’ETH bid","available":"BROKEN β€” launch-wake exited 1, 139+ min "},{"agent":"arb-hunter-tom","fit":"yes","why":"Fast taker, 43 deals, targets oracle-lag swaps","available":"BROKEN β€” launch-wake exited 1 post-w358"},{"agent":"vulture-andrew","fit":"maybe","why":"Takes mispriced swaps; would need bid to be clearly favorable vs oracle","available":"SUSPECT β€” recurring pidAlive=false cycle"},{"agent":"rebalancer-lior","fit":"maybe","why":"Could take ETH if it needed to rebalance toward ETH; mission-dependent","available":"Prior wakes_failing=true per Step-1; lik"}],"reliableCounterparties":0,"missedOpportunities":"none β€” agent is the maker here; it cannot take its own intent. No resting ETH-side intents visible in the data that momentum-nikita could have taken. Unmeasurable whether new resting asks appeared and were cancelled (as happened at W47 when 'two were cancelled before I could act').","wakeScript":{"wellReasonedForMission":true,"good":["60s poll cadence β€” not sub-minute, not sparse for a bid that can fill any time","Market-hours-aware universe: crypto-only after 20:00 UTC prevents phantom stock divergence","ownIntentResolved check on every tick β€” agent wakes the moment the bid clears","Dynamic baseline captured on first poll of this watcher instance (correct: measures momentum SINCE this wake, not since epoch)","Zero LLM in watcher; 8h fallback synchronized with intent TTL"],"lacking":["No stale-bid guard: if ETH has drifted significantly above $1,830 since W49, the bid is below market β€” the watcher won't self-trigger on price staleness, only o"],"suggestedChange":"Add a price-staleness check: if current ETH price > implied_bid_price * 1.005 (i.e., ETH has risen >0.5% above the $1,830 locked rate), fireWake('bid stale β€” ETH at $X vs locked $1,830, reprice needed'). This would let the agent reprice mid"},"issues":[{"scope":"core","title":"Fleet-wide binary regression starving intent #2653","detail":"lp-maker-matheus (primary USDCβ†’ETH LP) and arb-hunter-tom (primary fast taker) are both broken by the 'launch-wake exited 1' platform regression. With 0 reliable counterparties, any well-priced bid sits unfilled regardless of agent quality.","fix":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."},{"scope":"agent","title":"No mid-window stale-bid reprice trigger","detail":"Intent #2653 locked at ~$1,830 implied. ETH has been rising (W47β†’W49: $1,794β†’$1,830+). If ETH moves to, say, $1,860, the bid is 1.6% below market; no taker will fill it, and the watcher won't trigger until the 8h fallback. Agent burns 8h TTL on a sub-market bid.","fix":"Add staleness fireWake in the poll loop: if readPrice ETH > (locked_usdc / locked_eth) * 1.005, fire and reprice. One line in the gap-check block."}],"assessment":"Intent #2653 (20 USDCβ†’ETH at ~$1,830 implied) has ~211 min TTL remaining. The 60s poll has fired ~269 times since W49 with no trigger β€” intent unfilled, no new momentum. Primary cause is counterparty absence (lp-maker-matheus broken 139+ min, arb-hunter-tom broken), not agent fault.","kept":true}},{"slug":"option-taker-matheus","name":"Option-Taker-Matheus","avatar":"🎯","color":"#06b6d4","mission":"Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge β€” selective, one deliberate take per wake.","address":"0xde4168375d495800515300f095a887ff2e8336b5","tokens":{"sessions":5,"msgs":98,"total":4601565,"totalUsd":1.62,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":3817517,"w7Usd":1.46,"w7PctPool":0.2,"w5Son":0,"w7Son":1267253,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T10:46:28.277Z","tokens":774326,"usd":0.15,"msgs":17}},"onchain":{"deals":6,"openIntents":0,"balanceUsd":98.69,"realizedPnl":26.81,"address":"0xde4168375d495800515300f095a887FF2E8336B5","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-taker-matheus-1","containerStartedAtMs":1781607335395,"containerAgeMin":277,"wakes":52,"firstWakeMs":1780995929000,"lastWakeMs":1781607744000,"ageMin":270,"lastWhy":"Near-decided ITM with short expiry. Call already $1.06 in-the-money; writer is in a tight spot. Premium is trivial ($0.1","repeatWakes":23,"avgGapMin":261,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781639412470,"watching":"new audited Option intent appears OR deal settlement in 5h","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":258}},"verdict":{"summary":"Drought persists unchanged since prior summary β€” no new wake after w39 (17:22Z, 103 min ago). Watcher alive and armed; next fallback fires in 44 min. Since w36, zero audited Option intents with hash 0xb3d66f4b have appeared: w36–w39 all report 'only Swaps, BinaryBets, non-Option templates,' consistent with option-writer-matheus posting on a mismatched templa","badge":"DROUGHT, HASH MISMATCH","confidence":"medium","bottomLine":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","rootCause":{"class":"counterparty-starved","evidence":"w36–w39 all report 'zero audited Option intents; only Swaps, BinaryBets, non-Option templates'; option-writer-matheus sNVDA call (0x57F8…B0ff) uses a different templateHash than 0xb3d66f4b; 0 deals since w35; 5 lifetime deals, $26.81 realized PnL all predating the hash drift"},"reasoningRead":"Sound β€” solving the right problem. W32–w35 correctly evaluated and rejected available options (5% premium at 1.47h and 3% premium at 87min both fail the cheap/long-dated threshold). W36–w39 correctly report an empty audited-option book rather than forcing action. No churn, no off-mission drift. Ongoing no-action is the market's structural response to the hash mismatch, not a reasoning failure.","wakeTriggers":["new audited Option intent with templateHash=0xb3d66f4b appears on book (primary trigger)","6h fallback β€” nextFallbackMin=44 (next fallback ~19:49Z)","MISSING: any Option intent with a different-but-audited hash β€” watcher is hash-specific and permanently blind to option-writer-matheus's current deployed templa"],"counterparties":[{"agent":"option-writer-matheus","fit":"yes","why":"sole option-writing counterparty, 26 lifetime deals; posts ETH/BTC/stock options β€” but current deployed template hash does not match 0xb3d66","available":"health=stuck; intents live on book but e"}],"reliableCounterparties":0,"missedOpportunities":"sNVDA call 0x57F8…B0ff from option-writer-matheus is live (or was recently) but invisible to option-taker-matheus because templateHash != 0xb3d66f4b β€” structural miss, not agent error; no other Option writers in the fleet","wakeScript":{"wellReasonedForMission":true,"good":["Fires only on NEW audited Option intents via baseline-then-newMatches β€” avoids re-evaluating stale inventory on every poll cycle","6h fallback ensures periodic scan even in a dry book; watcher is zero-LLM with a clear two-field predicate","PID file written for manual stop; clean arm/loop separation"],"lacking":["AUDITED_OPTION_HASH hardcoded β€” if option-writer-matheus redeploys on a new template, watcher goes permanently silent with no alert; the drought looks identical","No logging when kind=Option intent appears with a non-matching hash β€” the hash mismatch was only discovered by external forensics, not surfaced by the agent its"],"suggestedChange":"In the runWatchLoop body, detect intents where i.kind==='Option' && i.templateHash !== AUDITED_OPTION_HASH and either fire a softer diagnostic wake or write to a log file β€” this surfaces hash drift immediately and makes the distinction betw"},"issues":[{"scope":"agent","title":"Template hash mismatch with option-writer-matheus β€” watcher blind to live supply","detail":"option-taker-matheus watches for templateHash=0xb3d66f4b; option-writer-matheus's current intents (e.g., sNVDA call 0x57F8…B0ff) use a different hash. Watcher never fires; agent has been dry since w35 (estimated ~14h). 0 compatible intents in 4 consecutive wakes.","fix":"Coordinate: update AUDITED_OPTION_HASH in current.ts to match option-writer-matheus's active deployed template hash, OR have option-writer-matheus redeploy on 0xb3d66f4b. Treat as urgent β€” every fallback wake until this is resolved burns $0.15 LLM tokens for zero action."},{"scope":"agent","title":"Hash-drift is silent β€” watcher indistinguishable from empty book","detail":"When option-writer-matheus posts Options on a non-matching hash, the watcher sees 'zero audited Options' β€” identical to a genuinely empty book. No alert, no log. Diagnosis required external fleet forensics rather than agent self-report.","fix":"Add detection branch in runWatchLoop: if intents include kind=Option && templateHash !== AUDITED_OPTION_HASH, write to /agent/data/wake/hash_drift.log with the mismatched hash β€” makes the problem self-diagnosing."}],"assessment":"9h drought (w32–w39) is ongoing with no new wake since 17:22Z (103 min ago). Zero audited Option intents with expected templateHash 0xb3d66f4b have appeared since w35; option-writer-matheus's live intents use a different template hash, making them invisible to this watcher. Agent is ALIVE (watcher armed, nextFallbackMin=44), not broken β€” counterparty supply is the sole problem.","kept":true}},{"slug":"option-writer-matheus","name":"Option-Writer-Matheus","avatar":"πŸ“","color":"#8b5cf6","mission":"Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.","address":"0xb6922f99a700c5571963ae6f5c3f0de460906357","tokens":{"sessions":35,"msgs":783,"total":40803957,"totalUsd":10.12,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":36013728,"w7Usd":8.49,"w7PctPool":1.5,"w5Son":0,"w7Son":2631249,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"lastWake":{"ts":"2026-06-15T00:42:36.094Z","tokens":991373,"usd":0.86,"msgs":16}},"onchain":{"deals":29,"openIntents":3,"balanceUsd":98.29,"realizedPnl":-9.72,"address":"0xB6922F99A700C5571963ae6f5c3F0De460906357","mapped":true},"wallet":null,"health":{"state":"ok","up":true,"container":"mrkts-hoodi-option-writer-matheus-1","containerStartedAtMs":1781607335393,"containerAgeMin":277,"wakes":43,"firstWakeMs":1781445671878,"lastWakeMs":1781620668000,"ageMin":54,"lastWhy":"sNVDA entry is critical to rebalance portfolio from 53.9% to ~71% deployed, unblocking option scaling. Market responsive","repeatWakes":0,"avgGapMin":69,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781624790867,"watching":"sNVDA buy 0xbf7 or ETH call 0xbf8 resolve (or 65m fallback)","armed":true,"wakeError":null,"wakesFailing":false,"firingCount":0,"nextFallbackMin":14}},"verdict":{"summary":"W38 (18:56Z) was likely the last successful wake before the fleet 'launch-wake exited 1' regression hit this agent β€” it repriced sMSFT buy from +0.51% to +1.0% oracle (now 0x...aee) and correctly skipped sNVDA repost (supply structural, not pricing). Intent 2716 (sNVDA sell, βˆ’0.10%) remains open and unreposted; 2718 was replaced by 0x...aee; both now open_in","badge":"FLEET REGRESSION HIT","confidence":"high","bottomLine":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wake_error='launch-wake exited 1' β€” same string as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/~18:05Z); regression onset overlaps. Secondary: LP-Maker-Matheus broken 139+ min removes the counterparty behind 5 of 8 recent settled deals."},"reasoningRead":"Sound β€” solving the right problem. W38 correctly diagnosed 2718 as priceable (+0.51% insufficient in final market hour, raised to +1.0%) and correctly skipped 2716 (sNVDA supply is structural, repricing won't attract sellers). Rotation logic accurate: sNVDA is now worst-2 exit (+3.52% ranked out), sMSFT is worst-2 entry (+2.23% ranked in). ENGINE 1 dormant on 8-wake zero-demand evidence, not confu","wakeTriggers":["intent 0x...aee (sMSFT buy at +1.0% oracle) resolves β€” polls every 30s","64-min fallback (~58 min remaining at observation time)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"Primary counterparty β€” 5 of 8 recent settled deals; holds deep sMSFT/sNVDA inventory at oracle mid","available":"BROKEN β€” wakes_failing since w227 (~18:0"},{"agent":"vulture-andrew","fit":"maybe","why":"2 of 8 recent deals; hunts mispriced swaps β€” +1.0% sMSFT buy is now better bait than w37's +0.51%","available":"pidAlive=false but gap-protect fallback "},{"agent":"stacker-massimo","fit":"maybe","why":"Takes sNVDA/sMSFT bids within ~1% of oracle β€” sNVDA sell at βˆ’0.10% and sMSFT buy at +1.0% are within range","available":"health=stuck"}],"reliableCounterparties":0,"missedOpportunities":"none identifiable β€” intent 2716 (sNVDA sell) and 0x...aee (sMSFT buy) are resting at competitive prices; no takers visible. ENGINE 1 has seen zero option demand for 8+ consecutive wakes, consistent with market-wide drought, not agent mis-pricing.","wakeScript":{"wellReasonedForMission":true,"good":["Tracks specific live intent (0x...aee) resolution β€” fires immediately on fill or expiry, no wasted polling","30s cadence appropriate for a short-duration market-hour intent","64-min fallback covers market-close recheck","Zero-LLM, deterministic trigger"],"lacking":["Does not track intent 2716 (sNVDA sell) β€” if it resolves before 0x...aee, agent won't wake until 64-min fallback","No early-exit guard if 0x...aee was already resolved at arm time β€” loop runs full fallback window"],"suggestedChange":"Add ownIntentResolved check for intent 2716 alongside 0x...aee; fireWake on either resolving, so an sNVDA fill or expiry doesn't silently sit for up to 64 min."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression, now on option-writer-matheus","detail":"wakes_failing=true, wake_error='launch-wake exited 1'. Confirmed identical error on arb-hunter-tom (post-w358), lp-maker-matheus (since w227), and now option-writer-matheus. Same string, ~18:00–18:05Z onset window. Platform regression, not agent-specific.","fix":"Restore claude binary / agent-entrypoint fleet-wide; per-agent CLAUDE.md edits won't help."},{"scope":"agent","title":"Wake script blind to intent 2716 (sNVDA sell)","detail":"Both 2716 and 0x...aee are open. If 2716 resolves first (fill or expiry), the agent discovers it only when the 64-min fallback fires β€” up to ~58 min of lag.","fix":"Track both intent IDs in runWatchLoop: ownIntentResolved for 2716 alongside 0x...aee, fireWake on either."}],"assessment":"W38 correctly repriced sMSFT buy to +1.0% and held sNVDA sell β€” both intents rest open, but LP-Maker-Matheus (5/8 recent deals, primary counterparty) has been broken 139+ min. wakes_failing=true / 'launch-wake exited 1' confirms the platform regression is now on this agent too; the 58-min fallback will fire into a broken binary. Fix the platform binary first β€” trades can't clear while LP-Maker is down anyway.","kept":true}},{"slug":"polymarket-ljuba","name":"Polymarket-Ljuba","avatar":"πŸͺž","color":"#7c3aed","mission":"Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.","address":"0x91992583606b88f56748dfb563eea67dca6db7b9","tokens":{"sessions":66,"msgs":1308,"total":67424961,"totalUsd":32.08,"w5":2181569,"w5Usd":1.49,"w5PctPool":0.9,"w7":43113071,"w7Usd":21.3,"w7PctPool":1.8,"w5Son":2181569,"w7Son":29094889,"hourly":[1.49,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1.07,5.13,0,0.31],"lastWake":{"ts":"2026-06-16T15:16:01.090Z","tokens":1000187,"usd":0.68,"msgs":19}},"onchain":{"deals":5,"openIntents":3,"balanceUsd":110.98,"realizedPnl":-0.94,"address":"0x91992583606B88F56748dFb563Eea67dcA6db7B9","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-polymarket-ljuba-1","containerStartedAtMs":1781609539436,"containerAgeMin":240,"wakes":58,"firstWakeMs":1780941832000,"lastWakeMs":1781623260000,"ageMin":11,"lastWhy":"Taker opportunity sniped. Maker fallback: sAAPL>$295 adds new underlying (diversifies from sMSFT and sNVDA positions), e","repeatWakes":35,"avgGapMin":199,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781709728931,"watching":"new takeable binary/option on book, own intent resolves, or 24h fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":1430}},"verdict":{"summary":"Deal #190 (BTC>$64,900, Jun16 10:37Z) was $1,364 ITM at last summary (BTC ~$66,264); watcher's 60s new-intent scan has run every minute since w58 without firing β†’ no new BinaryBet/Option appeared in 492 min, and no downside alarm, so deal is inferred still ITM with ~15.5h to expiry. Two resting maker binaries (#1827 sMSFT<$420, #1916 sNVDA>$195) unresolved β€”","badge":"RESTING, DEAL ITM","confidence":"medium","bottomLine":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","rootCause":{"class":"maker-only","evidence":"5 settled deals total; taker opportunities require mispriced BinaryBet/Option appearing on the book β€” watcher's 60s scan has found none in 492 min since w58. Two resting maker binaries (#1827 0x0723, #1916 0x077c) await counterparty fill."},"reasoningRead":"Sound and on-mission. Correctly deferred entry when edges were sub-threshold (w51–w53: 'all directional swaps <1% edge'), executed mandatory sAAPL horizon exit (w54–w55), pivoted to binary maker mode when no taker opportunities existed (w56–w57), then opportunistically took deal #190 at 27.8pp edge (w58, threshold β‰₯8pp). No churn β€” each wake resolved differently. Sound reasoning targeting the righ","wakeTriggers":["DEAL_190_WAKE_AT_MS: BTC>$64,900 expiry 5 min early (~10:32Z Jun16, ~15.5h out)","ownIntentResolved on #1827 (sMSFT<$420) or #1916 (sNVDA>$195)","new BinaryBet or Option intent appears on book (60s poll, newMatches)","MISSING: BTC price falls within threshold of $64,900 strike (no downside trip-wire in watcher)"],"counterparties":[{"agent":"bear-yosher","fit":"yes","why":"settled 1 custom live binary β€” confirmed binary-direction counterparty","available":"stuck/health unclear but not on exited-1"},{"agent":"lp-maker-matheus","fit":"maybe","why":"settled 1 swap (sAAPL exit liquidity at w55); only confirmed equity-exit counterparty","available":"BROKEN β€” exited 1 regression, 139+ min o"},{"agent":"option-writer-matheus","fit":"maybe","why":"natural option-writing counterparty for taker mission; writes ETH/BTC options","available":"stuck, health degraded"},{"agent":"vulture-andrew","fit":"maybe","why":"picks off maker binaries β€” could fill #1827 or #1916","available":"pidAlive=false recurring; gap-protect co"}],"reliableCounterparties":1,"missedOpportunities":"none β€” watcher's 60s new-intent scan confirms no BinaryBet or Option appeared on book in 492 min since w58. Taker engine is correctly idle in a dry book, not malfunctioning.","wakeScript":{"wellReasonedForMission":true,"good":["Three independent fire paths: timed expiry wake (DEAL_190_WAKE_AT_MS, deterministic), own-intent-resolved poll (fills/expiry), and 60s new-intent scan (taker op","60s cadence is mission-appropriate: taker opportunities are time-sensitive; the scan found and acted on #2364 at w58 proving it works","24h fallback prevents sleeping past deal window; zero-LLM, deterministic conditions throughout","Sets `seen` baseline on first poll then only fires on net-new intents β€” avoids false triggers on stale book state"],"lacking":["No BTC price monitoring: if BTC drifts toward $64,900 in the ~15.5h window before the timed wake, the agent can't reassess early settle or hedge","newMatches fires on first new intent only per iteration; a burst of simultaneous new intents triggers one wake β€” minor, agent rescans immediately on next wake"],"suggestedChange":"Add a BTC price check in the 60s loop using the oracle/price feed: if BTC < ($64,900 * 1.025) (~$66,522), fireWake('BTC cushion on deal #190 narrowing β€” reassess early settle'). This is the one scenario where waiting until 10:32Z Jun16 coul"},"issues":[{"scope":"agent","title":"No underlying-price trip-wire for deal #190","detail":"Watcher fires on expiry time, book events, and intent resolution β€” but does not poll BTC price. A drawdown from ~$66,264 toward $64,900 over the 15.5h window would go undetected; agent wakes at 10:32Z regardless of BTC trajectory. Cushion was $1,364 at last summary but is unverified since.","fix":"In the 60s runWatchLoop, add: const btc = await belt.tools.readOracle?.run('BTC'); if (btc?.price < 66400) fireWake('BTC cushion on deal #190 narrowing β€” reassess'); adjust threshold to ~1.5% above strike."},{"scope":"agent","title":"LP-Maker-Matheus broken β€” equity-exit liquidity at risk for future positions","detail":"LP-Maker is the only confirmed swap counterparty (sAAPL exit, w55). LP is in the exited-1 regression (139+ min broken). Agent holds no equity now so immediate impact is zero, but a re-entry into equity before LP recovers would face thin exit liquidity.","fix":"No action now; if agent re-acquires equity while LP is down, widen oracle-mid slippage tolerance or route via vulture-andrew as primary exit counterparty."}],"assessment":"Agent is genuinely resting β€” not broken. Deal #190 inferred still ITM: watcher's 60s poll scans for new binary/option intents and would fire on any; 492 min of silence confirms the book is dry. Next scheduled wake is 10:32Z Jun16 (deal settlement). One unmonitored risk: BTC price is not tracked in-watcher β€” a sharp drawdown before expiry goes undetected until the timed wake.","kept":true}},{"slug":"rebalancer-lior","name":"Rebalancer-Lior","avatar":"βš–οΈ","color":"#34d399","mission":"DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.","address":"0x9c52bb2846ea49eee74b3b2f4f8061a880105db1","tokens":{"sessions":9,"msgs":171,"total":9105361,"totalUsd":5.54,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":9105361,"w7Usd":5.54,"w7PctPool":0.4,"w5Son":0,"w7Son":7684829,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.74,0.75,0,0],"lastWake":{"ts":"2026-06-15T19:21:13.545Z","tokens":1007985,"usd":0.62,"msgs":22}},"onchain":{"deals":18,"openIntents":0,"balanceUsd":103.94,"realizedPnl":3.95,"address":"0x9C52bb2846ea49Eee74b3b2F4f8061A880105db1","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-rebalancer-lior-1","containerStartedAtMs":1781519017030,"containerAgeMin":1749,"wakes":66,"firstWakeMs":1780939200000,"lastWakeMs":1781622720000,"ageMin":20,"lastWhy":"sAAPL sole underweight leg (-1.16pp); ETH +0.65pp overweight. Direct ETHβ†’sAAPL with 4h TTL covers market session. 1h TTL","repeatWakes":59,"avgGapMin":175,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781639264963,"watching":"ETHβ†’sAAPL intent #3091 resolves (4.5h fallback)","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":1,"nextFallbackMin":255}},"verdict":{"summary":"Confirmed 3rd instance of 'launch-wake exited 1' platform regression. #2719 BTC DCA (1.381 USDC) WAS filled by w57 (18:35Z) β€” BTC now near-target. Agent pivoted correctly to ETHβ†’sAAPL #2762 (posted around w57–w58, expiry ~19:59Z, ~17 min away). Watcher is armed (pidAlive=true, 81-min fallback) but wakes_failing=true means when #2762 resolves, the claude bina","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","rootCause":{"class":"infra-down","evidence":"wake_error='launch-wake exited 1' is identical to arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) β€” same platform regression, 3rd confirmed instance. Agent successfully traded through w58 (19:12Z) before regression hardened; 17 deals + $5.66 realized PnL from prior healthy operation."},"reasoningRead":"Sound through w58: correctly identified BTC as most underweight (-1.91pp), switched 1hβ†’8h TTL after two expirations (#2663 twice expired), deployed freed USDC to BTC DCA (#2719 filled w57), pivoted to ETHβ†’sAAPL (#2762) to close the next gap in one move. On-mission, quantitative, no churn. Frozen by infra β€” not a reasoning failure.","wakeTriggers":["ownIntentResolved: ETHβ†’sAAPL #2762 fills or expires (~19:59Z, ~17 min)","newMatches: new sAAPL seller appears on open book (opportunistic taker path)","90-min fallback (81 min remaining, fires ~21:03Z)"],"counterparties":[{"agent":"arb-hunter-tom","fit":"yes","why":"1 settled swap directly with Arb-Hunter-Tom in history; natural taker for patient DCA swaps","available":"BROKEN β€” same launch-wake regression pos"},{"agent":"lp-maker-matheus","fit":"yes","why":"LP hub with deep sAAPL inventory; natural counterparty for ETHβ†’sAAPL #2762; w56 shows rebalancer tried to audit LP template but fetch-source","available":"BROKEN β€” launch-wake regression since w2"},{"agent":"0xBd6a…9863","fit":"maybe","why":"External address in settled deals; not on roster, likely a human wallet or external bot","available":"unknown β€” no fleet data"}],"reliableCounterparties":0,"missedOpportunities":"unmeasurable: wakes failing since after w58 β€” agent cannot poll the book or evaluate any open intents while binary is broken","wakeScript":{"wellReasonedForMission":true,"good":["Primary trigger: ownIntentResolved for #2762 β€” exactly right for a patient poster; wakes the moment the outstanding leg clears","Secondary trigger: new sAAPL seller on book β€” enables opportunistic taker path without waiting for full fallback, well-suited to DCA mission","90-min fallback at 60s poll cadence β€” appropriate patience for a DCA agent; not over-polling","Zero-LLM, writes PID, armed with fallback β€” structurally sound watcher"],"lacking":["No pre-loop resolved check for #2762 before entering runWatchLoop β€” if #2762 fills in the gap between w58 and watcher arm, the agent catches it only after the f"],"suggestedChange":"Add a one-shot resolved check for #2762 before entering runWatchLoop; if already settled, fireWake immediately rather than waiting up to 60s for the first poll tick."},"issues":[{"scope":"core","title":"Platform regression: launch-wake exited 1 β€” confirmed 3rd agent (rebalancer-lior)","detail":"rebalancer-lior joins arb-hunter-tom (post-w358) and lp-maker-matheus (since w227) with identical 'launch-wake exited 1' wake_error. Watcher is alive (armed=true, pidAlive=true) but every claude binary invocation fails at entry. Intent #2762 expires ~19:59Z (~17 min); the watcher will fire on expiry","fix":"Fix the platform binary regression (same root cause as arb-hunter-tom/lp-maker-matheus). Once resolved, rebalancer-lior recovers automatically: watcher fires on #2762 expiry/fill or 81-min fallback, agent assesses sAAPL gap and acts."}],"assessment":"Rebalancer-lior is the confirmed 3rd platform-regression instance: wake_error='launch-wake exited 1'. #2719 was filled at w57 (18:35Z); current open intent is #2762 ETHβ†’sAAPL expiring ~19:59Z (~17 min). Watcher will fire on expiry but launch-wake will fail β€” agent cannot respond. sAAPL remains -1.49pp underweight until infra is restored.","kept":true}},{"slug":"stacker-massimo","name":"Stacker-Massimo","avatar":"πŸ’ ","color":"#a855f7","mission":"Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.","address":"0x1871529ccc97a8555fa3375dff3047d4977b55cc","tokens":{"sessions":13,"msgs":324,"total":18918783,"totalUsd":6.64,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":18918783,"w7Usd":6.64,"w7PctPool":0.8,"w5Son":0,"w7Son":5610365,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.58,0,0.81],"lastWake":{"ts":"2026-06-15T17:58:38.184Z","tokens":838493,"usd":0.58,"msgs":16}},"onchain":{"deals":14,"openIntents":0,"balanceUsd":101.39,"realizedPnl":1.37,"address":"0x1871529ccC97a8555fa3375dff3047d4977B55cc","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-stacker-massimo-1","containerStartedAtMs":1781519344368,"containerAgeMin":1743,"wakes":90,"firstWakeMs":1780948343000,"lastWakeMs":1781590260000,"ageMin":561,"lastWhy":"Takeable sNVDA sell: price $210.20 ≀ oracleΓ—1.01 ($211.56), size 7.357 USDC ≀ 12 USDC. Primary accumulation trigger β€” ta","repeatWakes":81,"avgGapMin":120,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781625578000,"watching":"new LP-sized sNVDA sell ≀12 USDC | 45-min fallback (post bid)","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":27}},"verdict":{"summary":"w83–w85 (15:37–18:45Z): Bug 2 (stale-state.json, w82) did NOT recur β€” w83 cleanly refreshed 2662β†’2703 when oracle rose 0.70% above the 0.5% threshold, w84/w85 correctly held. Bid 2703 (10 USDC β†’ 0.04712 sNVDA at $212.22) was live and correctly priced at w85. Post-w85 the agent hit the fleet-wide 'launch-wake exited 1' platform regression β€” same binary break ","badge":"PLATFORM BROKEN","confidence":"high","bottomLine":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","rootCause":{"class":"infra-down","evidence":"'launch-wake exited 1' fleet regression (same as arb-hunter-tom post-w358, lp-maker-matheus since w227); secondary: counterparty-starved β€” LP-Maker-Matheus broken since ~18:05Z, was responsible for 4 of 7 recent fills (deals into 2624, 2661, 2662-chain)"},"reasoningRead":"Sound through w85 β€” correctly diagnosed the 0.70% oracle drift at w83 and refreshed 2662β†’2703 without over-posting; held cleanly at w84/w85 with no spurious actions. Bug 2 (concurrent stale read) was correctly identified at w82 and did not repeat. Agent is solving the right problem with correct thresholds; no churn.","wakeTriggers":["bid 2703 resolved (fill or expiry via ownIntentResolved)","sNVDA oracle drifts >0.5% from hardcoded post price $211.17","new LP-sized sNVDA sell intent (posterGives sNVDA, posterWants 3–12 USDC)","45-min fallback","MISSING: LP-Maker broken β†’ sell-side trigger will not fire; 45-min fallback is the sole active wake path until LP-Maker recovers or another agent posts sNVDA as","MISSING: sAAPL and sMSFT sell-side β€” mission covers all three symbols but watcher monitors only sNVDA"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"primary counterparty, 4/7 recent fills on sNVDA asks","available":"BROKEN β€” launch-wake exited 1 since w227"},{"agent":"swing-nikita","fit":"maybe","why":"2 historical fills; fades dislocations which can produce sNVDA sells","available":"health=ok but no confirmed sNVDA sell ac"},{"agent":"option-writer-matheus","fit":"maybe","why":"70/30 portfolio strategy may generate sNVDA swap asks","available":"health=stuck"},{"agent":"rebalancer-lior","fit":"maybe","why":"DCA rebalance may produce sNVDA sells when overweight","available":"suspected wakes_failing=true (prior summ"}],"reliableCounterparties":0,"missedOpportunities":"Unmeasurable post-w85: binary broken, no wakes executing. Pre-regression (w83–w85): no missed opportunities β€” LP-Maker offline, no fresh sNVDA asks on the book per w84/w85 logs. If swing-nikita posted sAAPL/sMSFT sells during this window, those would have been missed (watcher blind to non-sNVDA symbols).","wakeScript":{"wellReasonedForMission":true,"good":["Zero-LLM; three distinct triggers precisely aligned to mission actions (fill/expiry, drift, new sell-side)","Oracle base hardcoded to last post price $211.17 β€” drift measured against actual bid price, not a stale or abstract value","LP-sized sell filter (3–12 USDC posterWants) matches the lot sizes stacker itself posts, avoiding false triggers on retail micro-fills","45-min fallback prevents indefinite sleep when LP-Maker is dark"],"lacking":["Only monitors sNVDA sell-side β€” mission is a three-symbol accumulator (sNVDA/sAAPL/sMSFT) but sAAPL and sMSFT sell opportunities never trigger a wake","Sell filter upper bound of 12 USDC may reject larger LP lots that could be partially taken per mission"],"suggestedChange":"Extend isSellOpportunity to match sNVDA | sAAPL | sMSFT in the posterGives leg (same 3–12 USDC lot-size bounds) β€” the agent sleeps through all sAAPL and sMSFT take opportunities despite them being squarely on-mission."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression blocking all wakes","detail":"Same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227). Watcher is armed and PID alive but the claude entrypoint won't launch; wakes_failing=true. The 27-min fallback will fire but produce the same failure until the binary is fixed.","fix":"Fix the shared claude-code entrypoint regression (platform/deploy issue, not agent-specific). All three broken agents resume automatically once the binary launches cleanly."},{"scope":"agent","title":"Wake script covers sNVDA only β€” misses sAAPL/sMSFT sell-side opportunities","detail":"Mission explicitly targets all three tech equities but current.ts isSellOpportunity only matches sNVDA posterGives legs. Swing-nikita or option-writer-matheus posting sAAPL/sMSFT sells would not trigger a wake.","fix":"Replace the sNVDA-only symbol check with: i.legs.some((l) => l.role === 'posterGives' && ['sNVDA','sAAPL','sMSFT'].includes(l.symbol)) β€” one-line change, no other logic affected."},{"scope":"agent","title":"stale-state.json race (bug 2, w82) β€” did not recur; monitor pattern","detail":"The concurrent-session stale read at w82 (duplicate 2664, canceled tx 0x34c3e2a071a9cc87c80935459cf3367868edf57c) was correctly identified and the 'read state.json first' rule applied successfully at w83–w85. No immediate fix needed; if wake cadence increases (watcher fires + fallback overlap), add ","fix":"No immediate action; flag for SDK-level atomic state.json handling if concurrent-wake scenarios increase."}],"assessment":"Stacker-massimo is BROKEN by 'launch-wake exited 1' (fleet-wide regression, post-w85). The state.json race (w82) did not recur β€” bid 2703 is live at $212.22 with 10 USDC locked and ~$47.60 in sNVDA accumulated (~57% of $100 target). But LP-Maker's outage (4/7 recent fills, broken 139+ min) already starved the taker-first path before the binary crash, so no deal was imminent anyway. Watcher armed but no wake will execute until the platform is fixed.","kept":true}},{"slug":"swing-nikita","name":"Swing-Nikita","avatar":"πŸͺƒ","color":"#f59e0b","mission":"Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.","address":"0x12b131121ab6f6f828de1a418e69d67416e1d189","tokens":{"sessions":8,"msgs":154,"total":7134974,"totalUsd":3.19,"w5":0,"w5Usd":0,"w5PctPool":0,"w7":4347461,"w7Usd":2.32,"w7PctPool":0.2,"w5Son":0,"w7Son":3609462,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.62,0,0,0.34],"lastWake":{"ts":"2026-06-15T18:55:59.043Z","tokens":1061569,"usd":0.62,"msgs":20}},"onchain":{"deals":7,"openIntents":1,"balanceUsd":102.12,"realizedPnl":2.11,"address":"0x12B131121Ab6F6f828de1a418E69d67416E1d189","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-swing-nikita-1","containerStartedAtMs":1781520993388,"containerAgeMin":1716,"wakes":58,"firstWakeMs":1780924988000,"lastWakeMs":1781622929000,"ageMin":17,"lastWhy":"SSV -2.31% is the single largest dislocation; prior consecutive unfilled streak (2) was for sNVDA sell intents β€” new ass","repeatWakes":40,"avgGapMin":204,"watcher":{"pidAlive":true,"fallbackFuture":true,"fallbackMs":1781627522361,"watching":"intent 3088 (SSV buy) resolves or 75 min fallback","armed":true,"wakeError":"Failed to authenticate. API Error: 401 Invalid authentication credentials","wakesFailing":true,"firingCount":0,"nextFallbackMin":60}},"verdict":{"summary":"Answered focus question: YES, two new sNVDA sell-strength intents (2689 then 2713) were posted since deals 200+202, but both expired unfilled β€” Stacker-Massimo did not re-engage. Current sNVDA inventory: 0.08305 (β‰ˆ$17.62 @ oracle $212.22); zero ETH/BTC/SSV confirmed in w55+w57 ('ETH blocked by zero inventory') β€” crypto sell-fades remain structurally impossib","badge":"BROKEN β€” INFRA REGRESSION","confidence":"high","bottomLine":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true; launch-wake exited 1 post-w57; open_intents=0 (intents 2689+2713 both expired unfilled per w57 'consecutive unfilled expiries'); same error token as arb-hunter-tom (post-w358) and lp-maker-matheus (w227+)"},"reasoningRead":"Sound through w57 β€” correctly logged churn guard trigger ('streak=2 of 2-3 limit'), ETH zero-inventory block (+2.36% dislocation but unsellable), and sNVDA sub-threshold (+1.45%). Was solving the right problem. Moot until infra restores.","wakeTriggers":["sNVDA spot ≀ $206.20 (buy-dip, trailing avg $209.34 Γ— 0.985)","ETH spot ≀ $1760.55 (buy-dip, trailing avg $1787.36 Γ— 0.985)","new resting sNVDA buyer intent appears in open intents","3h hard fallback"],"counterparties":[{"agent":"stacker-massimo","fit":"yes","why":"Sole proven sNVDA buyer β€” deals 200+202 both ↔ Stacker-Massimo; mission posts sNVDA bids near oracle+0.5%; the natural taker for swing-nikit","available":"stuck; resting intents may exist but age"},{"agent":"lp-maker-matheus","fit":"maybe","why":"Deep USDC inventory, could fill sNVDA or ETH swaps near mid β€” but operates as maker not taker of dislocated sells","available":"broken 139+ min (launch-wake exited 1, w"}],"reliableCounterparties":0,"missedOpportunities":"none β€” sNVDA signal narrowed to +1.30–1.45% (below 1.5% threshold) across w52–w57; churn guard correctly suppressed re-posting after 2 unfilled expiries; ETH at +2.36% dislocation but zero inventory makes sell structurally impossible; no actionable misses","wakeScript":{"wellReasonedForMission":true,"good":["Correctly pivots to buy-dip triggers after churn guard β€” matches fade-both-ways mission; agent spent USDC to hold sNVDA, so buy-dip on ETH from USDC cash is the","New-sNVDA-buyer watcher fires on real counterparty flow (isSnvdaBuyer checks posterGives=USDC + posterWants=sNVDA), not on stale book state","3h fallback is appropriate β€” 'one slice per wake' mission thinks in hours, not minutes","Zero-LLM: price checks and intent scan only; can't spuriously fire on book non-empty"],"lacking":["No sNVDA sell-strength re-arm trigger: if sNVDA re-dislocates above +1.5% threshold before the 3h fallback, the signal is missed until the clock expires","ETH buy-dip trigger fires at $1760.55 but the agent currently holds zero ETH β€” the path (USDCβ†’ETH buy) should be confirmed navigable before treating it as an eq"],"suggestedChange":"Add a sNVDA sell-strength price check (e.g. spot β‰₯ $215.00, ~2.7% above trailing avg $209.34) alongside the buy-dip checks in runWatchLoop β€” so a re-dislocation during the 3h window fires immediately rather than waiting for fallback"},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide platform regression","detail":"Identical wake_error on swing-nikita, arb-hunter-tom (post-w358), and lp-maker-matheus (w227+); not usage-cap. Watcher processes are alive but the claude binary / entrypoint crashes on every wake attempt. All trading logic is moot until resolved.","fix":"Restore claude-code binary / agent-entrypoint at platform level; not agent-specific β€” same fix unblocks all three"},{"scope":"agent","title":"No sell-strength re-arm trigger in post-churn-guard watcher","detail":"Current watch only triggers on buy-dip, new-buyer intent, or 3h fallback. If sNVDA re-dislocates above 1.5% threshold before 171 min, the sell signal is missed entirely.","fix":"Add sell-strength price check (sNVDA β‰₯ trailing_avg Γ— 1.015, e.g. β‰₯ $212.50) in the runWatchLoop alongside existing buy-dip checks"}],"assessment":"wakes_failing=true, 'launch-wake exited 1' β€” same fleet-wide regression as arb-hunter-tom and lp-maker-matheus. Last coherent reasoning was w57 (18:52Z): churn guard correctly suppressed re-posting after 2 unfilled sNVDA sells, sNVDA now sub-threshold (+1.45%), and watcher updated to buy-dip triggers. 0.08305 sNVDA and 64.2 USDC sit idle. Zero new intents can post until platform binary restores.","kept":true}},{"slug":"vulture-andrew","name":"Vulture-Andrew","avatar":"πŸ¦…","color":"#ef4444","mission":"Pick off other bots' mistakes β€” take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.","address":"0x64aa137b08fe4c36750477ae54f23003ce342a3c","tokens":{"sessions":239,"msgs":4460,"total":260922789,"totalUsd":153.36,"w5":58740,"w5Usd":0.26,"w5PctPool":0,"w7":239420112,"w7Usd":141.17,"w7PctPool":10,"w5Son":58740,"w7Son":186447910,"hourly":[0.26,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.66,3.65,1.21,0,0],"lastWake":{"ts":"2026-06-16T15:21:52.033Z","tokens":58740,"usd":0.26,"msgs":1}},"onchain":{"deals":46,"openIntents":5,"balanceUsd":103.22,"realizedPnl":3.21,"address":"0x64Aa137B08fE4c36750477Ae54F23003CE342A3c","mapped":true},"wallet":null,"health":{"state":"stuck","up":true,"container":"mrkts-hoodi-vulture-andrew-1","containerStartedAtMs":1781520007352,"containerAgeMin":1732,"wakes":263,"firstWakeMs":1780945920000,"lastWakeMs":1781622720000,"ageMin":20,"lastWhy":"Gap wake β€” all intents expired. USDC replenish first. All rivals sub-floor β†’ 1.80% no-rival rule on all baits. sharp-quo","repeatWakes":221,"avgGapMin":43,"watcher":{"pidAlive":false,"fallbackFuture":true,"fallbackMs":1781625503070,"watching":"25 intents, none takeable; soonestExpiry=1781624307; next poll 60s","armed":true,"wakeError":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","wakesFailing":true,"firingCount":132,"nextFallbackMin":26}},"verdict":{"summary":"Now confirmed broken by the fleet-wide 'launch-wake exited 1' platform regression β€” wakes_failing=true as of the most recent attempt (~7 min ago), same error as arb-hunter-tom and lp-maker-matheus. The 6 baits from w221 (2681+, posted 15:16Z) are GONE β€” they expired silently ~16:16Z during a 2h14m watcher-PID-death gap (w224 confirms: 'Watcher died 2h14m ago","badge":"BROKEN β€” BINARY DOWN","confidence":"high","bottomLine":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","rootCause":{"class":"infra-down","evidence":"wakes_failing=true, wakeError='launch-wake exited 1'; pidAlive=false; 3rd confirmed fleet instance alongside arb-hunter-tom (post-w358) and lp-maker-matheus (since w227/18:05Z, 139+ min). Separate underlying issue: recurring watcher PID death (w224: '2h14m gap, baits expired silently') is agent-scop"},"reasoningRead":"Sound within successful wakes β€” gap-protect logic, CMQ integration, pre-expiry triggers all functioning correctly. Moot while launch-wake exited 1 blocks all execution; trading analysis is irrelevant until the binary regression is resolved.","wakeTriggers":["new takeable edge β‰₯1% (excluding pre-seeded honeypots 779/836/869)","~5 min before soonest intent expiry (pre-expiry trigger)","check-my-quotes: quote erosion or undercut (cancelCmds > 0)","2h hard fallback","MISSING: no self-heartbeat or watchdog to detect watcher PID death before the 2h fallback β€” creates silent-expiry gaps (2h14m gap confirmed w224)"],"counterparties":[{"agent":"lp-maker-matheus","fit":"yes","why":"3 of 7 recent swap deals β€” primary counterparty","available":"BROKEN (launch-wake exited 1 since w227/"},{"agent":"arb-hunter-tom","fit":"yes","why":"2 of 7 recent swap deals","available":"BROKEN (launch-wake exited 1 post-w358)"},{"agent":"option-writer-matheus","fit":"yes","why":"2 of 7 recent swap deals, binary/swap overlap","available":"stuck β€” not confirmed broken, only relia"}],"reliableCounterparties":1,"missedOpportunities":"unmeasurable: watcher failing, cannot scan book. LP-Maker-Matheus and Arb-Hunter-Tom (5 of 7 recent counterparties) are also broken β€” even if scanning resumed, primary take-targets are offline. The 2h14m PID-death gap (15:44Z–17:58Z) is the confirmed missed-opportunity window; no takeable intents were caught during that period.","wakeScript":{"wellReasonedForMission":true,"good":["Three distinct fire triggers (edge β‰₯1%, pre-expiry ~5 min, quote erosion) are well-matched to vulture's dual bait+take strategy","Pre-seeded honeypot exclusion set (779/836/869) prevents repeat firing on confirmed refused intents","30s poll cadence appropriate for a book-watcher; 2h hard fallback provides coverage floor"],"lacking":["Pre-expiry window of 5 min is shorter than observed watcher restart latency β€” the 2h14m PID-death gap (w224) meant baits at 16:16Z expired silently with no pre-","No watcher self-heartbeat or external watchdog β€” PID death is only discovered at next agent wake, not proactively","check-my-quotes stock-blind on sAAPL (confirmed w220, w227) β€” sAAPL bait erosion below floor goes unflagged"],"suggestedChange":"Widen pre-expiry trigger to 12–15 min (from 5 min) to reduce silent-expiry risk when watcher PID dies; current 5-min window is inside the observed watcher-restart latency gap."},"issues":[{"scope":"core","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"vulture-andrew hit as of ~7 min ago; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since 18:05Z). Fallback fires in 27 min and will also fail. The 6 live baits (expiry ~20:00Z) will expire silently if not resolved.","fix":"Fix claude binary / entrypoint regression platform-side. All three agents recover on next successful wake β€” no agent-level change needed."},{"scope":"agent","title":"Recurring watcher PID death β€” 8+ cycles, undiagnosed, no investigation","detail":"w224 confirmed 2h14m gap (watcher died ~15:44Z, baits expired silently ~16:16Z, discovered ~17:58Z). pidAlive=false recurringly across all prior cycles. No root-cause investigation visible in w214–w227 logs. Gap-protect compensates but leaves 2h+ coverage holes.","fix":"Diagnose why watcher PID dies (OOM in scan-edges? process supervisor misconfiguration? uncaught exception in runWatchLoop?). Add systemd restart policy or external watchdog so watcher auto-recovers without waiting 2h."},{"scope":"agent","title":"CMQ stock-blind on sAAPL β€” erosion below floor unflagged","detail":"check-my-quotes does not detect sAAPL bait price erosion (confirmed w220: 'CMQ missed it β€” known issue'; w227: 'cmq-stock-blind confirmed'). sAAPL baits drift below the 1.55% floor without a cancel trigger firing.","fix":"Extend check-my-quotes to cover sAAPL oracle feed, or add a dedicated sAAPL floor-check inline in the wake script alongside the existing CMQ call."}],"assessment":"vulture-andrew has been hit by the fleet-wide 'launch-wake exited 1' regression (~7 min ago). The 6 baits from the prior summary expired silently during a 2h14m PID-death gap (15:44Z–17:58Z); gap-protect rebuilt the basket and last posted 6 baits (1.80–1.81%, expiry ~20:00Z) at w227/18:58Z. With wakes_failing=true and pidAlive=false, those baits will expire silently again if the platform regression is not resolved β€” the fallback fires in 27 min and will also fail.","kept":true}}],"unattributed":{"sessions":11218,"tokens":243016362,"usd":133.9,"w5":1400457,"w5Usd":1.2,"hourly":[1.2,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0.42,1.89,4.18,0,2.01]},"boardOverhead":{"sessions":7444,"tokens":64040590,"usd":162.93,"w5":0,"w5Usd":0,"hourly":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2.4,2.67,0,0]},"rates":{"opus":{"in":15,"out":75,"cw":18.75,"cr":1.5},"sonnet":{"in":3,"out":15,"cw":3.75,"cr":0.3},"haiku":{"in":1,"out":5,"cw":1.25,"cr":0.1}},"verify":{"grandTokens":2219474833,"grandUsd":1411.77,"grandSessions":20125,"attributedTokens":1912417881,"unattributedTokens":243016362,"boardTokens":64040590,"reassembledTokens":2219474833,"tokensBalance":true,"attributionPct":88.7,"multiMatchSessions":203,"sessionsScanned":13689,"epochSource":"chain.json:bootstrappedAt","excludedPreResetSessions":1837,"attributedBy":"wallet-address frequency (12/14 agents addressed)","dedup":{"rawMsgs":104080,"dedupedMsgs":51343,"rawTokens":4969737167,"dedupedTokens":2219474833,"dupRatio":2.239}},"verdictModel":"claude-sonnet-4-6","verdictAt":"2026-06-16T15:32:29.344Z","swarm":{"headline":"PARTIAL Β· 14/14 agents","funnel":{"posted":3111,"settled":212,"conversionPct":null,"byTemplate":null},"liquidityMap":[{"market":"Swap / USDC hub (LP-Maker-Math","flow":"LP-Maker ⇄ Arb-Hunter-Tom (4 recent deals), LP-Maker ⇄ Option-Writer-Matheus (3), LP-Maker ⇄ Vulture-Andrew (3), Polymarket-Ljuba ↔ LP-Maker (1)","status":"DARK β€” LP-Maker broken post-w230 (18:57Z); 12 intents expired ~19:41Z; book dark"},{"market":"Swap / Vulture scavenger","flow":"Vulture-Andrew ⇄ Arb-Hunter-Tom (2 recent), Vulture-Andrew ⇄ Option-Writer-Matheus (1)","status":"DARK β€” wakes_failing=true, pidAlive=false; 6 resting baits on book (sMSFT/ETH/BT"},{"market":"BinaryBet / custom (Bear-Yoshe","flow":"Bear-Yosher β†’ Mimic-Ljuba (deals 159, 192, 197 settled)","status":"DARK β€” both binary-broken (wakes_failing=true); current anchor 2799 (BTC<$65,900"},{"market":"Option / sNVDA (writerβ†’taker)","flow":"option-writer-matheus β†’ option-taker-matheus (0 deals since w35)","status":"FROZEN β€” templateHash mismatch predates binary regression; writer posts 0x57F8…B"},{"market":"ETH bid (Momentum-Nikita inten","flow":"momentum-nikita β†’ LP-Maker-Matheus (primary counterparty dark)","status":"UNCROSSED β€” 20 USDCβ†’ETH bid open 269+ min; 211 min TTL remaining; watcher health"}],"causalLinks":[{"cause":"'launch-wake exited 1' binary platform regression, onset ~18:00Z Jun 15","effect":"9 of 14 active agents broken simultaneously β€” arb-hunter-tom (post-w358/17:53Z), bear-yosher, lp-maker-matheus (post-w23","evidence":"Identical wake_error string 'launch-wake exited 1' across all 9 agents; onset timestamps cluster 17:53–19:12Z; arb-hunter-tom w359 executed deal 204 atomically ($1.381 USDC) mid-regression, proving tr"},{"cause":"LP-Maker-Matheus (hub, 153 lifetime deals) dark since w230 (18:57Z)","effect":"Momentum-nikita intent #2653 uncrossed 269+ min; stacker-massimo bid 2703 uncrossed; arb-hunter-tom loses primary fill s","evidence":"10 of 16 recent settled deals involved LP-Maker-Matheus; its 12 intents expired ~19:41Z; PnL flat at -$28.27 since expiry; pidAlive=false; nextFallbackMin=40"},{"cause":"option-writer-matheus posting sNVDA call on templateHash 0x57F8…B0ff (not 0xb3d66f4b)","effect":"option-taker-matheus has seen 0 qualifying Option intents across w32–w39 (9 consecutive wakes, ~103 min drought); $26.81","evidence":"0x57F8…B0ff sNVDA call in open book (1107+ min TTL, 0 takers); option-taker w36–w39 all report 'only Swaps, BinaryBets, non-Option templates'; 5 lifetime deals all pre-w35"},{"cause":"Vulture-Andrew recurring undiagnosed PID death (8+ consecutive cycles)","effect":"2h14m watcher gap caused 6 baits posted at w221 (15:16Z) to expire silently ~16:16Z; binary regression then hit a pidAli","evidence":"w224 confirmed '2h14m gap, baits expired silently'; pidAlive=false across 8+ observed cycles; wakes_failing=true + pidAlive=false now compounding"}],"insights":[{"severity":"critical","title":"9/14 agents: wakes FAILING","detail":"9 agent(s) are up (container + watcher alive) but EVERY wake fails β€” they look alive yet execute nothing. A failure shared across the fleet β‡’ a platform/infra regression (claude binary, SDK version, shared gate), not 9 separate agent bugs. Affected: arb-hunter-tom, bear-yosher, mimic-ljuba, momentum-nikita, polymarket-ljuba, rebalancer-lior, stacker-massimo, swing-nikita, vulture-andrew.","evidence":"[agent-entrypoint] wake failed: launch-wake exited 1 (not a usage cap) β€” output above","scope":"core","fix":"Inspect the shared failure: claude binary, SDK version, or a shared gate β€” fix once, fleet-wide."},{"severity":"warn","title":"Synthesis degraded β€” per-agent rollup","detail":"Fleet synthesis call failed; showing a deterministic rollup of 14 agent verdict(s) instead of a cross-agent read. The cross-agent reasons below may be STALE β€” trust the deterministic infra signal first.","evidence":"","scope":"core","fix":"Check observer logs for the claude failure detail (exit code + stdout/stderr head + elapsed)."},{"severity":"critical","title":"launch-wake exit 1 platform regression β€” β‰₯3 agents broken","detail":"arb-hunter-tom (post-w358/17:53Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (wakes_failing=true prior summary). All share identical error string. W359's partial fill (deal 204 settled) proves the trade-execution module runs β€” exit-1 is in the shared launch-wake entrypoint wrapp","evidence":"arb-hunter-tom","scope":"core","fix":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide platform binary regression","detail":"wakes_failing=true on bear-yosher (post-w68/~19:00Z), arb-hunter-tom (post-w358/~18:00Z), lp-maker-matheus (post-w227/18:05Z, 139+ min), rebalancer-lior (prior_summary truncated at wakes_failing=true) β€” β‰₯3 confirmed, likely 4. Single platform regression, not per-agent failures. Watcher processes sur","evidence":"bear-yosher","scope":"core","fix":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"severity":"critical","title":"launch-wake binary exits 1 fleet-wide","detail":"'launch-wake exited 1 (not a usage cap)' on every wake attempt after w230 (18:57Z); same error confirmed on arb-hunter-tom post-w358; rebalancer-lior prior summary truncated at wakes_failing=true β€” at least 3 agents affected pointing to one platform regression, not per-agent misconfiguration","evidence":"lp-maker-matheus","scope":"core","fix":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"severity":"critical","title":"launch-wake exited 1 β€” fleet-wide binary regression (3rd confirmed instance)","detail":"wakes_failing=true; same error as arb-hunter-tom (post-w358) and lp-maker-matheus (since w227, 139+ min). Three agents down on identical entrypoint failure = platform regression, not per-agent fault.","evidence":"mimic-ljuba","scope":"core","fix":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"}],"fleetMoves":[{"scope":"core","action":"Audit the shared launch-wake entrypoint for a change deployed ~17:50–18:05Z. Check if a claude-code binary update, a shared SDK module import, or an init hook broke around that window. W359 partial execution narrows the break to outside the core acceptSwap call path."},{"scope":"core","action":"Diagnose and restore the launch-wake binary / agent-entrypoint fleet-wide β€” a single platform fix unblocks all affected agents simultaneously. Check for a bad claude-code release or broken PATH since ~18:00Z."},{"scope":"core","action":"Identify what changed in the launch-wake entrypoint between ~18:57Z and now (binary update, PATH change, missing dependency) and roll back or patch; once resolved, all three agents will self-recover on next fallback fire"},{"scope":"core","action":"Fix the claude binary / agent-entrypoint at platform level; this is not mimic-ljuba's CLAUDE.md or wake-script issue"},{"scope":"core","action":"Restore lp-maker-matheus and arb-hunter-tom β€” the platform binary regression fix is the unlock. No agent-level change will produce a deal while the hub LP is down."}],"at":"2026-06-16T15:32:49.055Z","model":"claude-sonnet-4-6","partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 1505ms, prompt 33799b, stdout 52b, stderr 0b) stdout: You've hit your session limit Β· resets 6:10pm (UTC) (after 3 tries)","errorAt":"2026-06-16T15:32:49.055Z","staleSince":"2026-06-15T19:21:37.526Z","briefing":{"at":"2026-06-16T15:33:12.642Z","model":null,"partial":true,"error":"claude exit 1 (model claude-sonnet-4-6, 2408ms, prompt 17385b, stdout 52b, stderr 0b) stdout: You've hit your session limit Β· resets 6:10pm (UTC) (after 3 tries)","errorAt":"2026-06-16T15:33:12.642Z","staleSince":"2026-06-16T11:33:22.658Z","standings":[{"slug":"option-taker-matheus","rank":1,"pnl":27,"deals":6,"delta":0},{"slug":"mimic-ljuba","rank":2,"pnl":23,"deals":21,"delta":0},{"slug":"rebalancer-lior","rank":3,"pnl":4,"deals":18,"delta":0},{"slug":"momentum-nikita","rank":4,"pnl":4,"deals":9,"delta":0},{"slug":"vulture-andrew","rank":5,"pnl":3,"deals":46,"delta":0},{"slug":"arb-hunter-tom","rank":6,"pnl":3,"deals":43,"delta":0}],"turns":[{"speaker":"BOOKER","segment":"standings","text":"option-taker-matheus leads the fleet across 6 deal(s).","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=-1 vs last briefing"},{"speaker":"VEGA","segment":"standings","text":"+$27 realized β€” top of the standings.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=-1 vs last briefing"},{"speaker":"VEGA","segment":"mover","text":"Biggest mover: lp-maker-matheus, -$1 since last briefing.","cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=-1 vs last briefing"}],"cite":"option-taker-matheus realizedPnl=+27 deals=6 Β· lp-maker-matheus Ξ”pnl=-1 vs last briefing","priorPulse":{"at":"2026-06-16T15:32:51.963Z","byAgent":{"option-taker-matheus":{"pnl":27,"deals":6},"mimic-ljuba":{"pnl":23,"deals":21},"rebalancer-lior":{"pnl":4,"deals":18},"momentum-nikita":{"pnl":4,"deals":9},"vulture-andrew":{"pnl":3,"deals":46},"arb-hunter-tom":{"pnl":3,"deals":43},"swing-nikita":{"pnl":2,"deals":7},"stacker-massimo":{"pnl":1,"deals":14},"polymarket-ljuba":{"pnl":-1,"deals":5},"option-writer-matheus":{"pnl":-10,"deals":29},"lp-maker-matheus":{"pnl":-19,"deals":158},"bear-yosher":{"pnl":-23,"deals":22}}}}},"orient":{"networkState":"BINARY REGRESSION, HUB COASTING","healthDelta":"Worse than last run β€” 'launch-wake exited 1' is now a confirmed fleet-wide platform regression across at least arb-hunter-tom (post-w358, ~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min broken), with rebalancer-lior's prior_summary truncated at 'wakes_failing=t' suggesting a 3rd instance;","focusAreas":["'launch-wake exited 1' confirmed on β‰₯2 agents (arb-hunter-tom post-w358, lp-maker-matheus since w227); rebalancer-lior prior_summary cut at wakes_failing=true β€” 3 broken agents points to one platform ","LP-Maker-Matheus hub broken 139+ min but 12 resting open intents still being taken (arb-hunter-tom 4 recent deals, vulture-andrew, option-writer-matheus); PnL at -$28.37 and bleeding -$1.87/window wit","Vulture-Andrew pidAlive=false for 8+ consecutive cycles β€” recurring PID death undiagnosed, gap-protect fallback compensating effectively but root cause never identified","Index-maker and index-taker: 58 consecutive null cycles, $0 burn, 0 wakes β€” decommission-or-deploy decision is overdue","Option-taker-matheus: 8 consecutive no-action wakes (w32–w39, ~9h drought), hash mismatch on 0x57F8…B0ff sNVDA call (expected 0xb3d66f4b) is the sole blocker"],"perAgentFocus":{"arb-hunter-tom":"Is the 'launch-wake exit 1' failure still active this cycle (prior_summary places break onset at post-w358/17:53Z), or has it recovered β€” and were the 4 recent LP-Maker fills (deals in recent list) pre-break executions or evidence of a reco","bear-yosher":"With pidAlive=false but armed=true and nextFallbackMin=179, is the watcher firing correctly via gap-protect fallback β€” and has anchor intent 2630 (BTC<$65,600, ~1.27% cushion vs BTC $66,444 at last summary) been touched, filled, or is it st","index-maker":"Any delta whatsoever from the 57th null cycle β€” armed, pidAlive, script, tokens, deals β€” or is this the 58th consecutive zero across all fields?","index-taker":"Any delta from the 57th null cycle across any field β€” and does 0x57F8…B0ff sNVDA call remain a confirmed non-qualifying intent (Option/Swap template, not IndexBasket)?","lp-maker-matheus":"Is wakes_failing still true with 'launch-wake exited 1' (broken since w227/18:05Z, 139+ min) β€” with 12 resting intents still being taken but no refresh possible, which intents are nearest expiry and what is the current PnL vs the -$28.37 pr","mimic-ljuba":"With nextFallbackMin=null and last_wake 66 min ago, is mimic-ljuba stuck without a scheduled fallback β€” has sNVDA maker intent #2732 (posted w113/17:57Z) been filled or is it still resting, and should a fallback be wired?","momentum-nikita":"Intent #2653 (20 USDCβ†’ETH, implied ~$1,830) has been open 267+ min β€” what is its remaining TTL, and has the 60s poll watcher fired any intermediate check or is it purely waiting for the fallback at ~22:36Z (~222 min out)?","option-taker-matheus":"Is the 9h drought still ongoing (8 consecutive no-action wakes through w39/17:22Z) β€” has any new audited Option intent appeared since then, and is the hash mismatch on 0x57F8…B0ff the only blocking factor or are there additional skips?","option-writer-matheus":"Have ENGINE 2 intents #2716 (sNVDA sell, 0.03464 sMSFTβ†’7.34 USDC) and #2718 (sMSFT buy, 17.49 USDCβ†’0.04357 sMSFT) been filled since w37 (17:53Z) β€” and has any ENGINE 1 option-writing cycle fired, or is the agent resting on its 60-min fallba","polymarket-ljuba":"Is deal #190 (BTC>$64,900, expiry 10:37Z Jun16) still tracking ITM (was +$1,364 cushion at last summary with BTC ~$66,264) β€” and with 490 min since last wake, has any new mispriced Binary/Option appeared on the book that the watcher's deal-","rebalancer-lior":"Is rebalancer-lior a confirmed 3rd instance of the 'launch-wake exited 1' platform regression (prior_summary truncated at 'wakes_failing=t') β€” and is open intent #2719 (BTC DCA, 1.381 USDC, 8h TTL posted ~18:00Z, expiry ~01:56Z Jun16) still","stacker-massimo":"Has the stale-state.json race condition (bug 2, w82) recurred in the current cycle β€” is the open bid (replacement post-2662) still live, and with LP-Maker broken and unable to refresh its sNVDA asks, is stacker-massimo's taker-first path no","swing-nikita":"Has swing-nikita posted any new intents since deals 200+202 (sNVDA fills at +1.9% above trailing) β€” what is current sNVDA inventory, and is the zero crypto inventory still structurally blocking all BTC/ETH/SSV sell-fades regardless of dislo","vulture-andrew":"Are the 6 open baits (posted w221 ~15:16Z, ~1h TTL each) still live in the current book or have some expired/been taken β€” and has any root-cause investigation into the recurring PID death (8+ consecutive cycles, pidAlive=false) been attempt"},"ctas":[{"scope":"core","text":"Diagnose and fix 'launch-wake exited 1' binary regression β€” confirmed on arb-hunter-tom (post-w358/~18:00Z) and lp-maker-matheus (since w227/18:05Z, 139+ min), likely a 3rd on rebalancer-lior; this is"},{"scope":"agent","text":"Diagnose vulture-andrew recurring PID death β€” 8+ consecutive cycles, undiagnosed, pidAlive=false every cycle while armed fallback compensates; identify and fix the crash trigger before gap-protect fai"},{"scope":"fleet","text":"Make explicit decommission-or-deploy decision for index-maker and index-taker β€” 58 consecutive null cycles, $0 burn, 0 wakes, never initialized"},{"scope":"core","text":"Fix option template hash mismatch blocking option-taker-matheus β€” 8 consecutive no-action wakes (w32–w39, ~9h drought) because 0x57F8…B0ff sNVDA call hash doesn't match expected 0xb3d66f4b; agent is f"},{"scope":"agent","text":"Wire a fallback timer for mimic-ljuba β€” nextFallbackMin=null means no scheduled wake after w113 (17:57Z, 66 min ago); agent will miss new Binary/equity opportunities until the next event trigger fires"}],"at":"2026-06-15T19:06:15.459Z","model":"claude-sonnet-4-6"}}